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HomeMy WebLinkAboutOC1969-0198 - ESTATE OF MARUZIN SR:;;c ...... RCC-81 (6-71) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS HARRISBURG 17127 NOTICE OF FILING OF APPRAISEMENT ANNIE MORRISON IN YOUR REPLY PLEASE REFER TO Inheritance Tax Division 37-185-8 j MICH.~L MARUZIN SR.~(A In Re:Estate of ~vASHINGTON County -Fi Ie No.__6_3_-~6_9_-_1_9_8 _ Dear l'1rs °Harrison, You are hereby notifi ed that the O_R_I_G_I_~_~_AL ~_~_ appraisement in the estate of r.uCHAEL IvlARUZIN SR0 has been filed in the office of the Register of Wills of--:.V=~A=S=H=.I=N,",-G=T=ON=-_ County on Febnwry 20 ,1<f-B,Said appraisement reflects the following valuations: Real Estate-----;;:~__r_;__------ Personal Property 5_9_0 6_2 ~~ T ransfers _ J 0 intiy Owned ----.--....---,.....------ Total 5_9_0 _6_2 _ As to such tax that is paid within three months from date of death,a five (5%) percent discount is allowable.As to any tax that remains unpaid after nine (9)months (fifteen months when death occurred from December 22,1965 to June 16,1971,inclusive; and twelve months when death occurred prior to December 22,1965)from date of death, interest at the rate of six (6%)percent per annum is charged. Any party in interest who is aggrieved by an appraisement may appeal therefrom as provided by law. ,Date February 20,1973 Signed __F_R_AN_-'_C_E_S_L_E_O _ CHIEF APPRAISER IITitle ~_ ESTATE INSOLVEl\lT DATE OF DEATH:January 25,1969 Note:This is not a bi II. IJAST WILL AND .<:,.·/,')~~"i"':....,..";),:....:'~;.~<;";.,.'.'".':r7.,\;?',,'....:"l"]'"'/r;'J'.J'7 "~..'..--.:".:.--,,",,"'-.,....-.. TESTANENT I,MICHAEL IMRUZI/I,SR'.,of Union Township,WaShingtoJ County,Pennsylvania,being of sound mind and memory,do hereby I make,publish and declare this to be my Last ?Jill and Testament, in the manner a.n.d form follO\"ting,hereby revoking any 1Nill or Willsl" ho~eto"maa'e bv me ~__v_..l.~.J,__• FIRST:I direct that all my just debts and funeral expenses be fully paid and satisfied,as soon as conveniently may be,after my decease. SECOND:All theres t ,residue and remainder of my estate,real and personal,I give,devi se and bequeath to my'vlife,i A ..•b·b .r'l ,.d't-.•h ....'t')nna i'iiarll.l:ln,4er .e1rs an",asslsns,con lL.J.onea,__Ol'leVer,t..na 1n the event of her death in my lifetime,or in the event of her death IWithin the period of six months a!.,ter my death,the said devise and!I' bequest of residue shall lapse or be divested,and in either event,: I I give,devise and bequeath the said residue of my estate to my I children,John Morrison,Annie Morrison and Mary Morrison,their Iheirs and aSSigns.I declare it to be my intention that should Anna Maruzin be living at the expiration of six months from the date of,my death,the 'estate hereby devised and bequeathed to her shall vest in her absolutely and in fee simple,free of all con- ditions.I authorize my executor to payout of the income or principal of my estate reasonable amounts for the support and main- tenance of Anna Maruzin,and as well the reasonable expenses of. her funeral and e;ravestone,should she die within said period of six months. THIRD:I constitute and appoint my daughte r,Annie Morrison,as Executrix of this my Last'Vilill and Testament,and I direct that she shall not be required to enter security in any jurisdiction in which she may acto IN WITliiESS Vnf~:R1~OF,I,MIG I-IAEL MARUZIN,SR.J the Testator above named,have hereunto subscri bed my name and affixed I'· my seal the 21st day of Septerrber,A.D.1953.I ..dl&J;h~-t141&J:.Ll..~~4~~1~i.·SEAL)I j/I I Signed,sealed,published and declared by the above I named Michael Maruzin,Sr.,as and for his Last Will and Test81nent !lin the presenee of us,who have hereunto subscribed our names ati'n"u J-_.J...1-'t·4-'.p 11.'I _8 reqes"etS Wlt..n8SSeS t..Oe1'8Un 0 1n lJne presence 01.t.e saJ.d ITestator and of each other... ~?"-/f2/.ij~~/.7'..F ~L~2-,:.,;;";:-~~--?,,-!.~~_./~~.. \)--L'\(\\--~.)C:".A_\J.\~~~----.0;-\--:;;-.------_...:.:::.;~,-.._ .,'.'''':~''-/..,,,;',~".,<: J. !\ffibuuit (@f 1txrcutnr (@r !\~ministrutnr t g,-4 9~I Cj tft;tate af 'ennaylnania,t 55: mnunty af BaaQingtnn ~ Personally before me,the undersigned authority,a Natar.¥Eubl.ic...in and for said County and State,appeared ANNIE MORRISON.who,being duly sworn according to law,deposes and says that she is ~he "'~~4.agministrator of the estate of M·1--.1 M zi c:-/1_/M-t,.Ma:(uz~n a a M~ke Maruzan ....Jr.c,uag..:.....:r.a.nL.....n.".....~.~.1l ..~....fU.N...a·..·al~7a·..·i~rf~~astI~i~:i In~f~~9~~s~{~~esM~~~~~~a complete mventory and appraIsement of the real and personal estate of........~g.h.a~.1 .......a;t.lJ.~.:l..n.,....i>.x:..,.." deceased,except real estate outside the Commonwealth of Pennsylvania;that the figures opposite each item of real and personal estate in the foregoing schedules are determined and stated by the undersigned to be the fair value of said items as of the date of the decedent's death,based upon a just appraisement of each ,'item m~~e by the above named.L Administrator_ "'\, \ .~wrtq~d subscribed before me this...4.th.....:...l /-ch/" day··~:~1~ii-~~~········..·\~~~~ DelIora,Washington CCNnty,P..ADDITIONAL INSTRUCTIONS.My Commission pplm ....1.An mvent_~S19"tIled wIthm three months after appomtment of personal representatIve. 2.A supplemental mventory must be filed within thirty days of discovery of additional assets. 3.1 Original and 2 Copies and 2 RCRI-34,Under $10,000;1 Original and 2 Copies and 2 RCRI-33, Over $10,000,including Copy of Will;1 Original and 3 Copies and 2 RCRI-33,Over $50,000,in- cluding Copy of Will and copy of Federal Estate Tax Return. REFERENCE FOR ADDITIONAL COpy Act of 1947 P.L.513 Sec.5.2,72 P.S.4844.2 lIuututnry nub !\pprnispwtttt of the goods and chattels,rights and credits which .Mike Maruzin.,a/k/a Mike Maruzan were of .Mic.b.ae~.Mar.u.zi.D.,Sr ,a/.k/aJate of·Unio.n...t.oJtl.ns.hip.. Washington County,Pa.,taken and made in conformity with the abO'Ve affidavit. DOLLARS CENTS One share Pennsylvan~a Railroad Company stock 59 62 __________________________________--l.L --l...-_ ./ ';..-, I d~fr ~3~<--CJ-J r J Inventory and Appraisement IN THE ESTATE OF .MICHAEL MARUZIN;SR.,a/k/a ,.MJ.~....~.KI1?.J.~....gL!5Li';\....!'~(+..~....M8RQZAN Filed ,19 .. "\ -'- -§ ::1:1 ~t'l1;v ;g -y-.C>c:;: 1 -enen(/) td --r:;::£:] r---...,&r-, I ~,--- 1 o~rn-..~~~::o a J r=:z:'--0 I\)<n \' .... -;, ~- ( ,F' ') Y .£~ ~9 '!A tr'JV{bv ~ ~ri~~ OFFICE OF THE REGISTER OF WILLS Form No.RCC-62 (6-70)THIS FORM REQUIRED IN ALL ESTATES WITH GROSS ASSETS UNDER $10.000.UNDER SECTION 701 OF ACT OF JUNE 16.1961. EFll'ZCTIVI:.JANUARY 1.1982.(FILE IN DUPUCATE WITH COPY OF WILL ATTACHED)J {,3-(p ~-)?Y.' County of ..ty~~.~~!1.(~r~~n . ~~~.I.E}.~q~~~9!'!of +?.9~.:r:<;~.~.P~~y~.".~.J,:J;p.JI}q.,..l?~.•........... (Name)(Addrellll) being duly._~_~9E~_according to law,deposes and says thaPhe is the_..b.9,roi.ni_s.tr_at..rix ..__. Michael Maruzin,Sr.,a/k/a Mike Maruzin,(Exec.,Adm.,Legatee,EIC.) of the estate of glKlg,..Mik.e..Mar_l"l.zan.__.. ..whose last residence was _...__J~~_.~!_~~J~P-!'J.y.g __..(No.)(Sueet) .~~.:.~~-~._.__!:!..~~~~...~P...·....deceased,and that the whole of the estate of said decedent,who died _.~~!)_:_•..?_~.1...l-.~2_9 (CitY,Borough or Township)(Date) consisted of: REAL PROPERTY REAL PROPERTY IN PENNSYLVANIA,WITH STATEMENT OF MORTGAGE ENCUMBRANCES UPON EACH PARCEL AT DEATH OF DECEDENT. WHERE PROPERTY HELD AS JOINT TENANT OR TENANCY BY ENTIRETIES.GIVE NAMES,ADDRESSES AND RELATIONSHIP OF OTHER OWNERS. Real Estate Estimated Value None .•( Personal Property One share of common stock of Pa.Railroad Comnanv c:;q 1)2 otl;j~ TOTAL 59.62 o /(~'h NOTE:You may expedite the processing of this return by filing with it,and is a part of the return, letters from financial institutions or mortgage holders,certifying to amounts on deposit or owed by the decedent as of the date of death.Such letters must be signed by a responsible officer of the financial institution or mortgage holder and indicate clearly amounts of principal and interest in the decedent's account at the date of death and the type of account,account number and the exact name or names in which the account is registered.x Jointly Held Property Estimated ..Value ..~~-~-.None ,C - - 0 Transfers within TWO YEARS Prior to Death None o That at the time of death there was no safe deposit box registered ih decedent's individual name,or jointly with,or as agent or deputy of another,or in decedent's individual name,with right of access by another as agent or deputy,with the exception of the following:- NAME AND ADDRESS OF BANK OR OTHER INSTITUTION THIS SAFE DEPOSIT BOX RENTED RELATIONSHIP OF JOINT IN WHICH DECEDENT RENTED A SAFE DEPOSIT BOX IN NAME OR NAMES OF HOLDERS TO DECEDENT None , - BENEFICIARIES BENEFICIARIES AND ADDRESSES RELATIONSHIP SURVIVED AGE OF LIFE (If step-children or DECEDENT TENANTS OR INTEREST OF (State fUll names of all an~their addresses who have illegitimate children STATE YES ANNUITANTS BENEFICIARY an interest,vested,contingent or otherwise,in estate.)are involved,set OR NO,AT DEATH OF IN ESTATE forth this fact.)DECEDENT ., ,, DEBT OR CLAIM NATURE OF SAME AMOUNT THIS COLUMN ~EGISTER ONLY Harry Drum Funeral Home Funeral expenses paid $2,700 DO $ < Family exemption (will not be allowed unless decedent died residing with a spouse or children.) Russell Marino Administration Expenses *13 :>0 Barna and Barna Counsel fees *10 ':>01 Fiduciary commission * OTHER DEBTS AND CLAIMS (*)See Note below Dr.Michael v.Miklos Medical bill 50 DO ,Notary Public fees 2 ~5 I I ,' Total 2.775 :7E::;.1-115_~.5 , RESIDENT\DECEDENT DEBTS AND DEDUCTIONS CLAIMED-~,~,~,-::---:----------------------------------------------NOTE'List <first five-items in the spaces so provided observe notations thereon and instructions Note:The estate agrees to advise the Register of Wills if the amount actually 01'less than the estimated amount claimed and allowed. Subscribed and sworn to before ~~. j.4t!.~~.,'.1:!. .....1.~A.NONA_OK,.Notary Public Donora,Washington Co'unty,Pa. My Commission Expires .Ian 29 1977 In the event that any future interest in this estate is transferred in possession 01'enjoyment to collateral heirs of the decedent after the expiration of any estate fOI'life 01'for years,the Commonwealth hereby expressly reserves the right to appraise and assess transfer'inheri- tance taxes at the lawful collateral rate on any such future interest. ,REPORT OF THE ~TER ,F WIL I,the undersigned duly elected Register of Wills in and for.. . . . . . . . . . . . . .. . . . . . . . ......County,Pennsylvania,do respectfully report that I have allowed debts and deductions in the amounts claimed by deponent,pt as to t se items where a greater or lesser amount is set forth in the last column to the right in said schedule above,which greater or lesser a1unt re esents the sum allowed as a4eduction. Dated:r~~..~.~..1.~?~~~~,S.~~~.~1:A~l~Q..~.\..t ..~~. -Register of Wills . !ii''t ~ Form No.RCC-62 (6-70) WillAdministration INo Year . IN THE MATTER OF THE APPRAISEMENT OF THE ESTATE OF ;.={ Michael Maruzin,Sr.,a/k/a i.Mi~e..M.:~Xl,l?:.i.I).,..q./1</9-.Mi~.~.~.a,:J;\lz~an r Deceased ~ Late of ..Union.Towns.hip . County of ...W?i.~l)..;i..l1gton..... Commonwealth of Pennsylvania REPORT AND APPRAISAL Barna and.Barna Attornoys at Law Seventh and McKean Aves." Donora,Pa.15033 ....0 .••..;._...~ -;i , ,...J..~• c..ow....~ =, .".1.::: :l:---::: c::- coL.l..Jw- ,....-, r0-o- .'~, ~~en <l::;:......JfL...-....--.J _ :-~c.; ....I ~..........(_~- ~.~3 3- ---:~l--I~~;:U ~.: ~r--~u"C.n -u,-:r: :=)0U)n:::W ...:.( c::.~ ~. RCC-39 (5-68)".. COMMONWEALTH OF PENNSYLVANIA TRANSFER INHERITANCE TAX RESIDENT DECEDENT SUMMARY Estate of .HARUZIN MICHAEL SR. (Last Name)(First Name)(Initial) AKA DATE OF DEATH 1-25-69 FILE NO.63-69-198 REPORT OF INHERITANCE TAX APPRAISER I,the undersigned duly appointed Inheritance Tax Appraiser in and for the County of WASHINGTON Pennsylvania,do respectfully report that I have appraised the real and personal property as reported in the foregoing return at the values "t [o,th opposHe oach item iu the la"column to the dght in2 "A","B", "C",and "E", Dated,February 20,1973 ~A~AISERp.uu~ ,fEB .21 1973 RUSSELL MARINODated: REPORT OF THE REGISTER OF WILLS ~~ I,the undersigned duly elected Register of Wills in and for ~vASHINGTON County,Pennsylvania,do respect- fully report that I have allowed deductions in the amounts claimed by de cept as to those items where a greater or lesser amount is set forth in the last column to the right in Schedul F",which gr ater or lesser amount represents the sum allowed as a deduction. VALUE AS REAPPRAISED $-------+--59 62 59 62 2,775 75 E INSOLVENrAT $ 59 62 59 62 2,775 75 EST VALUE AS REPORTED VALUE AS APPRAISED $ INVENTORY Real Property (Schedule A) Personal Property (Schedule B) Transfers (Schedule C) Joint-Held Property (Schedule E) TOTAL GROSS ASSETS Less Debts and Deductions (SCHEDULE F) CLEAR VALUE OF ESTATE Valuation of life estates or ttf"'"'~"':;: (*)As evidenced by Charitable Exemption Certificates issued by the Secretary of Revenue. _1= $ t= $ $ C $ COMPUTATION OF TAX $---------4-- $---------4-- $---------4-- $-------+-- $--------+-~- $========== $====~ $--------1 ___---'1_ TOTAL TAX BALANCE :--------l~ PAID $....lL BALANCE OF INHERITANCE TAX DUE Add interest at rate of 6%from_____to _ AMOUNT OF ESTATE TAX ASSESSED $--~-----1 Estate tax paid $--1 BALANCE DUE Add interest at rate of 6%from ------Ito----- Less tax previously paid BALANCE Less 5%of tax if paid within 3 months after death TOTAL TAX FOR USE OF REGISTER ONLY Tax Oll $-----------4--2% Tax on $<1Y Tax on $5% Tax on $10% Tax on $15% Exemptions * Total Estate -1-__ FOR USE OF REGISTER ONLY ADJUSTMENTS NOTE:Where subsequent adjustments are made to the above computation of tax by the Register of Wills,for proper reason, same should be noted below,with short explanation. Will Administration f No. IN THE Year . MATTER OF THE APPRAISEMENT OF THE ESTATE OF ~~rrCHAEL ~UZIN SR. Deceased Late of . County of UNION TNP. WASHINGTON I. ? Commonwealth of Pennsylvania REPORT AND APPRAISAL " " , DEPA~T!'Im!';'r OF REVENl1E BUREAU OF COU~TY COLLECTIONS HARRISBURG,PENNA.17127 COMMONWEALTH OF PENNSYLVANIA RESIDENT INHERITANCE TAX APPRAISEMENT , DATE ...~.~?E~.~E¥.......?g..~~.?.?~. COUNTY ~..r.!.:.~~~.~~.9.~?~~. FILE NO ?..~.=.~.~.=..~.?..~. Whereas,1.'1:J.qi.A~H r:1ARY..~JN.§.B,.~NY:~late of ~J.9.~~~!P...~. in the County of y!.b.$.m:.N.GrQN Commonwealth of Pennsylvania,having died on the 2.?.t.h day of ~.9.J!:~.Xy 19 §.~seized and possessed of an estate subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania; Therefore,I,~~.~.~.~~~.~?,,an appraiser duly appointed according to law, having been designated to make a fair and conscionable appraisement of the said estate,and to assess and fix the cash value of all annuities and life estates growing out of said estate,hereby file the following appraisement: In the event that any future interest in this estate is transferred in possession or enjoyment to collateral heirs of the decedent after the expiration of any estate for life or for years,the Commonwealth hereby expressly reserves the right to appraise and assess transfer inheritance taxes at the lawful collateral rate on any such future Interest. PERSONAL: Description of Asset Unit Values $ Appraisement Made for Inheritance Tax Purposes SEE COpy ATTACHED TO APPRISE~lliNT 59 62---=-=.::=---=--..::.....:=---------=--------------------------------If-----.fI---------If---=--.- -------------------------------------~r-----H------f--_' ESTATE INSOLVENT ---------------------------------------ll-----it------I---I fonn~vi':h~~::I:h~wl>l"Il~~~~~~~:;o~e~~~~ce~~e;:i~i~~~~: Appraiser ...................................l<Jc.uJ~t.),Penna. WASHINGTON County RESIDENT INHERITANCE TAX APPRAISEMENT Estate of .UIC.HAF.L.....MARlJZl..N.....S..B...•.............. Deceased. Late of UNION TWP. Date of Death,~::::??..::::.§.~. Appraisemcilt Docket Vol.37,. Page,..J:??:::'.?..No.63-69-198...... Filed in Register's Office,.~~·.~~::...?=.?9 1n 73 Amount of tax due,$ ,.. DEPARTMENT OF REVENUE Received, Examined and Approved,. Wrote abo,ut Appraisement, Appeal f,.om Appraisement,. Entered and charged,.. .... oJ , ...