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HomeMy WebLinkAboutOC1969-0236 - ESTATE OF MIKULICZR CC-81 (2-64) -----------------------, COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS INHERITANCE TAX DIVISION IN YOUR REPLY PLEA8E REnR TO 37-189-3 NOTICE OF FILING OF APPRAISEMENT JOHN MIKULICZ (Executor~)· In Re:Estate of ---.:B=.:E::.:·N:.:....:.M=I:=;K:;:;U=L=.IC;:.:Z=--_ ____---:W.:.:,AS=HI=.:N:.:.;G:;;.:T:.;:O:.:.;N County -File No.63-69-236 De ar Mr.Mikulicz: You are hereby notified that the original appraisement in the estate of BEN MIKULJCZ has been filed in the office of the Register of Wills qf WashingtGn County on October 28 ,19.6.9..Said appraisement reflects the following valuations: Re alEst ate _--'---"5~,t..;:O;.;:O;.;;O;..::•....;:O....;:O~_ Jt.Helrl ~__-=1~,7,L.;;2=6.::.;.4=2~__ Transfers ----------,r--....,....,,....--=.----- Tota1 ..,..-...:6~'u7..::2:.:::::6.!:.4t.: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 one year from date of death,interest at the rate of six (8%)percent per annum is charged. Any party in interest who is aggrieved by an appraisement may appeal therefrom as provided by law. Date ~O~c~t::£ob~er!:..-.!2;o..!8~,1.__..=!1....9U:6u9~_Signed ~..L--4.:....~~~C::/-~~---J~~(( Title W.R.CNANEI:,PRAISER cr DATE OF DEATH:February 8,1969 Note:This is not a bill. 1-------------------------------------------------- •I R CC-39 (5-68) COMMONWEALTH OF PENNSYLVANIA TRANSFER INHERITANCE TAX RESIDENT DECEDENT SUMMARY ,Estate of MlKULICZ,BEN (Last Name)(First Name) DATE OF DEATH_2_-..::...8-......:6~9__FILE NO.63-69-236 (Initial) REPORT OF INHERITANCE TAX APPRAISER I,the undersigned duly appointed Inheritance Tax Appraiser in and for the County of_--=W~a~s~hi~·~ng=_=t~on=__ Pennsylvania,do respectfully report that I have appraised the real and personal property as reported in the foregoing return at the values set forth opposite each item in the last column to the right in Schedules "A","B","C",and "E". 10-29-69 02-08-69 Dated:----~--,:~...;...:,----- REPORT OF THE REGISTER OF WILLS I,the undersigned duly elected Register of Wills in and for County,Pennsylvania,do respect- fully report that I have allowed deductions in the amounts claimed by deponent,except as to those items where a greater or lesser amount is set forth in the last column to the right in Schedule "F",which greater or lesser amount represents the sum allowed as a deduction. Dated:_ REGISTER OF WILLS 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 VALUE AS REAPPRAISED $-------+-- Valuation of life estates or COMPUTATION OF TAXFORUSEOFREGISTERONLY Tax on $-+__ Tax on $---------+--r Tax on $---------+--Tax on $-+__ Tax on $--------...-.4-- Exemptions========~=Total Estate ~__ TOTAL TAX 2% 6% % 10% 15% * $---------4-- $---------4-- $---------4-- $---------4-- $---------4-- $--1.__ (*)As evidenced by Charitable Exemption Certificates issued by the Secretary of Revenue. Less tax previously paid BALANCE Less 5%of tax if paid within 3 months after death :::::::::=::t== BALANCE OF INHERITANCE TAX DUE $~ Add interest a\~ate of 6%from $--.JL AMOUNT OF ESTATE TAX ASSESSED $=__~_--~........-lL- Estate tax paid $~---JL- BALANCE DUE $----lL- Add interest at rate of 6%from t= ------tto-----$-------1, TOTAL TAX BALANCE $--------< PAID $...J 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 t No. IN THE Year . MATTER OF THE APPRAISEMENT OF THE ESTATE OF ..BEN..MnUL:r:G.Z.. Deceased Late of . County of .c.ALJ:rQItNI.A WASHINGTON.... . . . . . . . ...... . -------~- Commonwealth of Pennsylvania -------~----.--.------- REPORT AND APPRAISAL Ful'lll RCC-2 ·,'DEPARTMENT OF REVENUE ....BUREAU OF COUNTY COLLECTIONS HARRISBURG.PENNA.17127 .. COMMONWEALTH OF PENNSYLVANIA RESIDENT INHERITANCE TAX" APPRAISEMENT DATE .9..~~.<?"l:>..E:;~??~~.?.§.?.. "COUNTY !.l.~~!:4..~~.9P.:. FILE NO ~).~.9..9.~.??Q . Whereas..~~P,~~.~.j,g.1i late of Q~.i.4:9..:r.g~c;. in the County of W.~§.b.i.p,gto.n Commonwealth of Pennsylvania.having died on the ?~.~day of r..~P.r..~.;zy 19 ..~9..•seized and possessed of an estate subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania; Therefore,I,W.~R..,C.h~ne.y.,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.-I Unit Appraisement IDescriptionofAssetValuesMadeforInherilance ITaxPurposesI $I REALTY: , All the followin~dexcribed PDoperty situate in California Borough,Washington County,Pa.bounded , and described as follows: I Beginining at a point in California.Borough,at the , interesction of South Alley and Ash Street:thence run- ning South along Ash St.ninet six feet to property i formerly of James Harris:thence along the line of pr0perty formerly of James Harris and adjoining said II property West one hundred siventy six feet to h:Jmtxx I Jackmants Alley:thence aloM said Alley north twenty feet to South Alley;thence renning East along said Alley to Ash St.,the place of beginning.5,000 00 JT.HELD: Checkin~Account.Western PennsYlvia National Bank.I lalifornia •Pennsylvania.in the names of Benk ~ Mikulicz or John Mikulicz.This account established Iwas I over two kears prior to the death of Benk Mikulicz.l~726 42 I I I Total 6,726 42 form\:V:fh~~::I:h:Sworllal~1i~~=:~a~o~e~~:~~=~~ab~~~PJl=sei::7::~~~ ...1CJ............J............,.~............J ................................................"..'::......... :.,(Number and Street)............:.C!.~.......!.....~.....~............................................................,Penna. (Post Ofllee) WN3ijING.'f0l.'l..,.,.,.County -' RESIDENT INHERITANCE TAX APPRAISEMENT Estate of B~}1JKlJ.:k:I:9~"" Deceased, Late of .""',,..GA~.:rr.~N:I:A ..,,""""" Date of Death,""..""..F.:.E?l:>~~~y""~.L"+.99.9""".,,,,..... Appniisemel!t Docket Vol.,"..".')7."."."". Page,"+.?9::J.."",,No.."..""9J..~.Q.9~?J6.,,. Filed in Register's Office,Q9.t.Q9..~~?9,,,..19.6..9,,. -Amount 'of tax dtte;$........~.-:::"...........-::;.:..":=....:=......7.....---.-----.. DEPARTMENT OF REVENUE Received, Examined and Approved,""."""". Wrote abo.ut Appraisement, Appeal j1'om Appraisement,.."""""".".""".. Entered and charged,""""""""".. "• i " ."-,.~'. QIommonmraUq of ~rnufl!llmmta.~fiB': mUfiqtugtou aIouuty.\ KNOW ALL MEN BY THESE PRESENTS:Whereas,at Washington,in the County aforesaid / on the 20th.day of February A.D.19 69,before me, Register of Wills ,Register for the Probate of Wills and Granting Letters of Administration in and for the County of Washington,in the Commonwealth of Pennsylvania, the last Will and Testament of Ben Mikulicz late of California Borough in the County aforesacid,deceased, (a true copy whereof is to these presents annexed),was duly admitted to probate;and John Mikulicz the Executor in said WilL and Testament named,having appeared before me and taken and subscribed the oath of office prescribed by law; NOW,THEREFORE,I,Russell Marino ,Register as aforesaid,do grant these LETTERS TESTAMENTARY,unto the said John Mikulicz committing unto Him the administration of all and singular the goods and chattels,rights and credits,which were of said deceased,and requiring Him to exhibit a true and perfect inventory thereof into the Register's Office,at Washington,within ninety days from the date hereof,and to render a just and true account of said administration at the expiration of six months from the date hereof,and to regard and comply with the provisions of the laws of this Commonwealth relating to inheritance taxes. IN TESTIMONY WHEREOF,I have hereunto set my hand and the seal of said Office at Washington,this 20th. day of February in the year of our Lord one thousand nine hundred and Sixty Nine •_......_...._....~~ Register '.-~-:---'--~......-,....-- " =$.t:;:s....;:a 11.N ():;:s 0 ..-f....\II I"'i III tQ B :::l teo.~Ie II).,..., \II ~e s::::l ~lD....P::l....eo.~ 1.4>.'3T WILL AND _TESTIJ:i1ENT I,BEN MIKULICZ,of 52?Ash street,California Borough, 'Nashington County,Pennsylvania,being of sound mind and memory, do hereby make,publish and declare this to be my Last Will and Testament,in manner and form follo'Ning,here.!?y revoking any Will or Wills heretofore made Oy.me. FIRST:I direct that all my just debts and funeral ex- penses be fully paid and satisfied,as soon as conveniently may be,after my decease. SECOND:All the rest,residue and remainder of my estate of whatsoever type or nature,real,personal or mixed,and whereso -,~ ever situate,I give,devise and bequeath unto my wife,Nadieja Mikulicz,only in the event she survives me;and in the event she predeceases me,then I give,bequeath and devise all of my said estateJ unto my three sons,namely: John Mikulicz Richeyv ille,Fennsylvania 'Nal ter Uikulicz North Eaton,Ohio Zane :Mikulicz Cleveland,Ohio to be theirs solely and absolutely,share and s.r..are alike. two sons,John Mikulicz and Zane Mikulicz,to be Co-executors of FOURTH :IIdoherebynominate,constitute and appoint my ,--i:I :i.I- I this my Last Will and Testament. IN 'iHTN~SS :iVB::.;REOF,·I 33r-!!'JIIK1JLICZ,have hereunto set 1959. my hand and seal to this my Last ','ViII and-Testament,type"ivritten on two (2)sheets of paper on this 31st day of October,.::....D.,. Signed,sealed,pUblished and declared by the above named Ben Nikulicz as and for his Last Vlill and Testam.ent,ln .the pr~s­ ence of us,who have hereunto subscribed· our nam.es at his request as \.vitnesses there~ unto in the presence of the said Teststor, and of each ot her. ....-./, {~.~L-LL,L:t~,'l_:?:L:~./" L----..:....~~_ I -.'..,, j;tatt nf 'tl1115yluallia.t 55: C!tnullty of Ba511illgtoll ~ Personally before me,the undersigned authority,a n.Q.t.a.r..y.p.:u.b~i.c in and for said County and State,appeared J..o.hD Miku.li.c.z who,being duly sworn according to law,deposes and says that he is the executor or ~~of the estate of \. E.e.n Mi.k:u.l.i.c.:?i deceased,that the foregoing schedules constitute a. complete inventory and appraisement of the real and personal estate of B.e.n Miku.lic.z , 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 made by the above named Executor .!tdmi~ Sworn and subscribed before me this...../.r.~l /~L.P lilA"D_() daypU..·..··~tJ·y.~·~;..··..·i·:·t.;.>;lJ.~_6..9_:",---~~,··lj~t~:~~~~. ........c'ttr~r~~~f:~T:~·:~;y~~~~·;~·~~~·~..·INSTRUdTIONS '-~dBlt~uar~29,lW-1 1.An inventory must be filed within three months after appointment of personal representative. 2.A supplemental inventory must be filed within thirty days of discovery of additional assets. S.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 lIuurutnry au~""ppraisrmrut of the goods and chattels,rights and credits which were of .B~.n Mi.k:u.l.ic.z Jate of C.a.l.i.f.Q.r.nia .B.~.r..o.lJ.gh . Washington County,Pa.,taken and made in conformity with the above affidavit. J .. DOLLARS CENTS PERSONALTY:NONE REALTY: ALL THE following described property situate California Borough (formerly .East Pike Run Township), Washington County,Pennsylvania,bounded and described follows: in as 5,000 00 BEGINNING at a point in Cali~ronia Borough (formerly East Pike Run Township),at the intersection of South Alley and Ash Street;thence running South along Ash Street ninety six (96)feet to ~roperty formerly of James Harris;thence along the line of property formerly of James Harris and adjoining said property West one hundred seventy six (176)feet to Jackman's Alley;thence along said Alley North twenty (20)feet to South Alley;thence running East along said South Alley to Ash Street,the place of beginning. EXCEPTING AND RESERVING there out and therefrom the coal underlying the above described property together with such mining right s a s have been heretofore granted: BEING the same premises conveyed to Ben Mikulicz and Nadia Mikulicz.,his wif'e by Bennie Shupenki,unmarried, by deed dated the 18th day of October,1924,and recorded in the Recorder's Office of Wa shington Count y,Pennsylvania, in Deed Bk.523,at ptge 587.The said Nadia Miku·licz predeceased her husband,and the fee simple title to the said premises vested in her husband,Ben Mikulicz,as surviving tennant by the entirety. II ,r I' I 1 \ I ! '"J , I "Vd ~··O'~N01~H~a~S~~\ S'l'~M JO ~3!SiS3tJmU~'\t~,113SS0~ 20 II U~22 Lo 69. I...:9..3\-II.j I I , \\.".....".....~\,'I'..~\.......~.....".,'........··~'~1'·" I ...~-'.~\'{=~I \..:'"\~ 'J :) ""'J )''. .[',., ) •'.~,'.:;I .\"'~.,..-,-,:.) ,.'i .) ,,,. .'." :.,:'',~) •)''.'.I l • ' ....'I'",'0 1 "I......, \_). ,.:.") ,) ,l: )' ), ,\'",J ..''),.-.....-" '),)". .-"I " \~.,, , II )'')'0):;"',-:-,- ,".),'':"'.,').))',' "')'-,):";,))•J : ' .1 .• 'I 1 ' ))' .,'-'- ..., -I-•' .-,I ..\,) ....) '".,. ..~'~ ,").~I I The First and Final Account of JOHN MIKULICZ,Executor of the Estate of BEN MIKULICZ,Deceased,late of California Borough,washington County,Pennsylvania. ***************************************************************** TO Amount of Inventory &Appraisement Filed $5,000.00 sale Price of Real Estate. Appraised value of Real Estate. $5,000.00 5,000.00 GAIN OR LOSS $0.00 TO Credits Claimed by Accountant 2,297.79 BALANCE FOR DISTRIBUTION ------$2,702.21 .'. .. The Accountant claims the following credits: .' 1969 Feb.19 Feb.21 Feb.28 Russell Marino, Register washington County Reports Observer Pub1.Co. Grant of letters Adv.Grant of Letters Adv.Grant of Letters 16.00 14.00 14.00 Feb.28 West Penn Power Co.Electric Bill Feb.28 Columbia Gas of Pa.Gas Bill 2.42 3.25 Feb.28 California Water Company Mar.28 Borough of California Apr.22 DtAltorio Funera 1 Home June23 California Water Company Oct.Borough of California July25 John D.Woodward, Recorder July25 Helen Konek Oct.20 Russell Marino, Regi ster Oct.20 Russell Marino, Register Oct.20 Patrono,Ceisler & Edwards Water Bill Sewage Bill Funeral Expenses Water Bill Sewer Bill 1%Pa.Realty Transfer Tax 7/12 Share of 1969 County, Borough &School Taxes Filing Inventory Filing this Account Attorneyst Fees, including Collection of all Assets,Preparing Account,etc. 3.45 7.35 1,755.00 2.52 7.35 50.00 78.95 4.00 17.00 322.50 TOTAL ....------------$2,297.79 Observer -Reporter WASHINGTON,PENNSYLVANIA PROOF OF PUBLICATION In compliance with the News,paper Advertising Act of 16 May,1929, P.L.1784,lliS amended. Commonwealth of Pennsylvania,County of Washington,SS:. Pe!l'sonally appeared before me,a Notary Public in and for said County and State,Ri.c.h.a..nL..$.G.QW.aJL ,who being duly s,worn .•according to law,deposes and says thllit he is the $..e.~.r.e..t.a.r.Y.. of the Observer Publishing Company,a Pienns>ylvania corporation,and its agent in this behalf;that the said Company is the owner and publisher of the Observer-Reporter,sUCCiessor to The WaS'hington Observer,established September 18,1871,and The Washington Reporter,established August 15, 1808,a daily newspaper of general circulation,printed andpublisihed and having its place of busines's at Washington,Washington County,PelllllSyl· vania,where it or its predecessors have been established and published continuous'ly for more than six monthsl prior to the publication of the notice hereto attached;that the printed notice or advertisement hereto attached is a ,copy of an official advertisement,official notice,legal notice or legal advertis·ement,exactly a,s printed or published in the ObSierver·Reporte,r in its regular editions on the following dlate or dates;. ...............................f..eb.r.ua.r.y.....2.5..,....Mar.c.h...4....an.d .l.L J.9..6.9 .. that neither th'e affiant nor the Observer Publishing Company is interested in the subject matter of sraid notice or advertising and that all of the aUega· tions'of this affidavit as to the time,place and character of publication are tme..,iJ]I.,.}.;'~~®:il...-1 ~1£Z2;CICY. I EXECUTOR'SJl.r6¥ICEESTATEOFBENII\,nKULICZ .ceased late ofCalifoi'ii'ia.Borough; Washington Comity}::,~ennsylvania..Letters Testamenfll'rY .'upon r theaboveestateh'\ivmgiWlfen.granted~tbtheundersigned!¥ill~e£sonshaving claims again~~~!!e1~~~state are tre.quested to makell'known'the sametotheundersigned':or his att'orneyandallpersonsindebtedto,tnede.cedent are requested to m"'ike.pay-ment to the undersi8"nedl"'ithoutdelay.''~""" JOHN MIKULICZ;'1.:§J ri.1 •201 'Spring Street ;~.";'c Richeyville,~ennsYlvania'15358PATRO~O,CEISLER AND EDWARDS','-;Jio-H"«',~,P.0 ..Box '636,';",; 'i.Califdrnia:,lhPenniiy1vallia 15419Attorneys.,,,'....,.., ,·~\~\;,i2)"6~047{rues.:3T ~~f''1('~,..."- .."0 f;'3;CI EY,NOTARY PUBW1hAul,'"e"".':,'".•",.>,,,,:'ION COUNTY MY l:OrviMISSION EXPIRES MAY f'.la7~ Sworn to and W.26752 subscrib~~~re me this.ll.....day of...Mar.c.h ...19.69 .....fff~~~~~ ~iA!?G,~R.':T i.I.BRADLEY,NOTARY pustle WASHINGlthi,~VASHINGTON COUNTY MY COMMISSION EXPIP,,:M"V '",n'7~ Washington County Reports Washington#Pennsylvania (PUBLISHED BY WASHINGTON COUNTY BAR ASSOCIATION) PROOF OF PUBLICATION In compliance with the Newspaper Advertising Act of May 16,1929, P.L.1784 Sec.3,paragraphs (3)and (25). COUNTY OF WASHINGTON}88. STATE OF PENNSYLVANIA Personally appeared before me,a Notary Public in and for said County and Commonwealth,CHARLES C.KELLER,who,being duly sworn,deposes and says:that he is the Editor of the WASHINGTON COUNTY REPORTS, the officiail legal periodical for said Washington County,published weekly hav,ing its place of business at Washington,Washington County,Pennsylvania, and is acting as its agent in this behalf;that the said WASHINGTON COUNTY REPORTS,was established on March 31,1920,and was designated as the official legal publication for Washington County,Pennsylvania,by order of the several courts of said County,dated November 11,1920;that the printed notice or advertisement attached hereto is a copy of a notice or advertisement, exactly 'as printed or published,which appeared in the said legal periodical in its regular issues on the following dates: .......E.~.!?r.!:!.~.r.y.?.1.". March 6 13 1969.................................1 ,. that the affiant or the corporation in behalf of which he is acting is not interested in the subject matter of said notice or advertising and that all of the allegations of th~.W'ditastothe time(!!C an~care of e publicationaretrue._~ td .~ Sworn to ond ~w.I:::-~---Edii~ ......1..6.~ay of O.c..t.o.b.e.r.,19 6.9..____j[g~e--j~_ KATHERINE C.YA~D,Notary Public Washington,Washington .Co.,Pa.My Commission Explr~s November 1,1969 Estate Notices.. The Register of WiHs~has granted letters,testamentary or of administration, in the following estates.Notice is hereby given to all persons indebted thereto to make payment without delay andito those having claims or demands to present them for settlement to ·the Executors or Administrators or their Attorneys. •• •••• ••••• •••••• MIKULICZ,BEN,Dec'd. Late of California Borough,Wash-ington County,Penna.Executor:John Mikulicz,201 SpringSt.,Richeyville,Pa.15358Attorneys:Patrono,Ceisler and Ed-wards,P.O.Box 636,California,Pa.I 15419 .~ STATE OF PENNSYLVANIA, WASHINGTON COUNTY,f 55: The within named Accountant being duly sworn according to law,depose s and say s that the above account as stated is true and correct as h~verily believe. Sworn and subscribed before me thiS.._a?.a.~.. day of ~19..~-_f . ~//~..._...._.~L/...-4'.1/'l//'"""7~ ll.IS~,l:SHROYER,Not.ary P • California,W~sh.ington Co"p~ My Commission Expires January 29,1971, o o I do certify that I have given legal notice to all persons concerned of the fiJing of the within account in the manner prescribed by Sta'tU'te and Rule of Court,as evidenced by proofs thereolliled to No.__JJ._3_=b.r_:J.]~__f:I.Wit~~?hand art ollicial 'seal this 0_~_ .....l.~bTdayo!'_:~::___:,l~:_::: fWa'shington County,ss: ." -----....- ;......, 0 ....'::1...,0d0::I "0 \t OJ<:.l ,.<:l<:.l f I L E D...., <t1 ~0~-d Oi ..., <Ii +>.,'t:l~V I OJt/);j:I 'I ..., cd 0-'.9 OCT 22 AN I I oz d ~OJ~Ql Ql!rJl 0 OJdXi.... I!r;i1 <Ii ~j A..., ~Eo<elL d<t1 RUSSELL ~A.RPNO ::I Eo<Ni 0~:r-l <:.lU1Nui<:.lr;i1 cd f,ECUSTIR OIF WHULS oj \!u ,::::Hi dt-i 'r-!1...:11 'ASItfTc;....'.ca .•PA,•:a \'\)....:l ~;:>i '.."[1 ,taN ..., ;:>i ::<::1 .~ ~0<3 Hi OJ~t-i ::Ei ,.<:l 4 ~ii:..., til zi go-;.~M ::t::i 't:l""-Q!0 r:r:li .r-!0:d 'Z rt:I'~f-j:<t1 ~ "-\ I1 "I ,,-. ..-' --.--- J l.-...iJ # " . j .I' ,.. '\, The Court !is respectfu Ily requested to determine proper distribution i~this estate6S>_\ t~LJ.~,.;>' )Counsel for Accountant lin tl1r UDrpl1unsf «tnurt of lIusQingtnn «tnunty In the matter of the Audit of Account in Estate of BEN MIKULICZ,Deceased TO THE AUDITING JUDGE: No.6 3-69.--=2~3~6~_-",--_~_.19__•A.A. Enter_.-..:m:.:..t,y ,appearance fOIl the accountant in the abbve ;entitled matter. N.B.-Counsel shall,by separate paper,present a concise statement of each claim,with supporting calculation of any interest claimed.Objections to an account as filed,shall be concisely stated in a separate paper. Council suggesting proper distribution shall file a separate concise state- ment in that regard. No.63-6f)-236 ,19__•A.A. In re Audit of Account in Estate of BEN MIKULICZ.Deceased AUDIT .'raerlpe fnr I i\ppeuraure FOR I '-'<0 (..J') f.;;;> l ! ~_. ~l f'l(') m ::0.....,~ C":.'C=<.n.....~-Oj -f1""'1 1""'1.--'v,r--.-:::tJj-_:v ~. ,.;)?-~..,~~l>-0 Ii!:::::::0 ::-5: '--2 '0(I)w o· ." LIJ ~},~PATRONO,CEISLER &EDWARDS BY Attorney ~2 i (PETITION SUR AUDIT IN THE ORPHANS'COURT OF WASHINGTON COUNTY Testate Form/, Estate of.E.E.1~L.1YU.Kl)J~.H~.Z :--.--------.-- _..__.---------..--..----_ _.._.;_.-_.-------------------------_..-_-_--.-_..-' Deceased I No _..~.~:-:.9.~::'.?:?.~__._. Fiduciary.J_9.RH...%J.KV.~.J.~.Z......~.;?!:.~.Q),l..t.Q_:r...•.•.••.. Date of Date of Decedent's death F...e.bJ::u.Q,.r.Y..JL J..!?Q.~_.____Grant of Le!tters.f..~.RX.g~.r.Y..XQ J:S?9..~. This is the X.;i;x.~:t ~Xl~..XJ.~~J account filed in this estate If there have been former accounts filed in this estate,list file number or number and term.__NQ.NE_. Election to take Under or Against will.(cross out one) Date Election Place of; Fi led __ __..__.............Record '__.,,_ _ . NOT APPLICABLE Name of surviving spouse _._NQ.N~.._.____:____. .List issue,where material:NOT MATERIAL Did decedent marry after execution of will?(indicate)~~No.Any children born after execution of will?(indicate) X6ex.No.If answer yes,name them _ _ _ ____ ____... . ,--_--_.-------------_.------------------------------_..-_..-_..----_._---_ _ _ ___..---_.._.__ __._.---_.-__._-"':"':':'''~.-_-- ---_..-. Legatees Relationship Interest Fiduciary,if deceased or not sui juris JOHN MIKULICZ SON 1/3 sui juris ZANE MIKULICZ SON 1/3 sui juris WALTER T.MI KULICZ SON 1/3 sui juris List,if exceptions to above: If partial intestacy,give facts: Adeemed: NONE Revoked: NONE Lapsed:Abated:Give Cause: Notice to interested parties.Have all parties,having either vested or contingent interests and all crediors entitled to notice (Court Rule No.9 paragraph C:Section 6:Subdivision c)received written notice of the filing of the account and of call of gudit?Yes.~x If t··./any excep Ion give cause . Fi Ie copy of Notice and date of mailing N.9.~.~.PJ);l.~1:?.l..~l~.a~,.. Is estate subject ta the f;!;ng af a FeoeraLEstat.,T1Return?NO.........•........................................•...................... J ~.'• •c I Actual payment made on Pennsylvania Transfer I~heritance Tax.Amount $NQ.N.E . If the Will makes any portion of estate subject 'to a',life-estate,give name and birth date of life tenant . NOT APPLICABLE . Give Names and addresses of all unpaid creditors IWho are legally entitled to notice,tog-ether with the amounts of such claims;state whether they are admitted to be correct;and whether the claim is denied. NONE Give reference to such parts of the will as require interpretation by the Court;a reference to all questions re- quiring adjudication,and a statement of any otherIfacts deemed necessary for the preparation of the adjudication: NONE Balance for distribution per account, Itemize any additional debits not shown by account: Total additional debits (Add) Itemize any additional credits not shown by account: I Total additional credits (Subtract) Balance for distribution $fJ.Q .•.QQ . $Q.9 9.Q............•• $.2.,.7.fJ.2 2.1 . $.g~.7.Q.~.A..~J,. "", If balance for distribution is not in cash,list each item held in kind,giving appraised Value (or distribution Value)' .I 'BALANCE IS IN CASH.I ", I 4Q If Family Exemption claimed by Petition,give place of Record:N.QT CL.Al.ME.Q06 __ . If F '/E t"I'd d"I'h'db·'f CI'NOT eLA!MEDamiyxempIonIScalmeatauIt,give name,re atlOns Ip an aSls or aim:. List any advancement or distribution on account that has been made,and nature and amount of same: NONE Suggested distribution of balance shown,both as to principal and income,attaching signed and itemized elections to take in kind if balance is not in cosh:residuary shares being stated in proportions:1/3 toea c h he i r • COUNTY OF WASHINGTON,SS: COMMONWEALTH OF PENNSYLVAN IA. The above named Fiduciary or representative thereof, I being duly_.._.~~~~.~_ _doth depose and say that the facts set forth in the foregoing petition are true to the best of hi.B._knowledge and belief, ....................................- _to and subscribed before me this..9~.._day of _~..19..tt..f ,"~ Signature of Officer..:. ,,PHYL I l.SHROYER,Notary Pu cTitleofOfflcer.c 'ornia,..Wll&b.i.II!ltOO.c.3 -Pa;••••••••••••• My Commission Expi,-es Office expires ~.~~.~~~~..~~!..l.~?l . And your petitioner will ever pray,etc, .~.. I;' ,f I No.....§.~.::§.~.=.?~.~.................................I j Estate of..~.!',;~....%IK!Ud.Q.?,...........................11':::'\.) \,I \ \. •••••..••..••.•..•..•••••...•.........................................I I',-- Deceased I~~.:,r -("I ("'\;)D:A 3iJ~,J .'-I Co "i II Fiduciary..J.Q1UL.MI.K1J.LI.C.Z.•...E.xe.cll.tor.[ f\lfssr:l l .::":"1-• •••••••••••.•••••.•..•..•..•..._•.•.•..__•__•••_._._.•••••._•...__...,..t.r~".L ~ ') I PETITION SUR AUDIT FROM WHERE DECEDENT LEFT A WILL Counsel of Fiduciary will submit herewith the following,in conformity with Court Rules adopted effective December 3,1951,being --·-------------=r:..:ule-f\lo-:-9:paragraph-b-c;anddivisions thereof:shown on pages 23-24. 1.Written praecipes of all Counsel in the case. 2.Copy of order appointing Guardian ad litem,if pertinent. 3.Copy of Order appointing Trustee ad litem,if pertinent. 4.Proof of service of above. 5.Letters Testamentary or Administration C.T.A.or an attest copy of Will. 6.Copy of inventory and appraisement. 7.Proof of advertisement of grant of letters if not filed with account. 8.Certificate of liens in case any of the funds for distribution are from judicial sale·of real estate. 9.Sign~d and itemized elections if any distribution in kind. 10.CopY-of Federal Estate Tax return if es- tate is subject thereto. /2 /1 A~......_...._._._.,~~~-.---.---A~-~~.-. :~5 ,>' ,-. ;.. PATROND,CEISLER AND EDWARDS Attorneys at Law 80 East Chestnut Street Washington,Pennsylvania 15301 NOT ICE In the Orphans'Court of Washington County,Pennsylvania Estate of BEN MIKULICZ,Deceased, No.of 19 NO.63-69-236 TO:JOHN MIKULICZ 201 Spring Street Richeyville,Pennsylvania Please take notice that JOHN MIKULICZ,Executo;, of the Estate of BEN MIKULICZ deceased,filed A First and Final Account at the above Number,and that said Account will be called for audit in the Orphans'Court Room, Court House,Washington,Pennsylvania,on December 11,1969 at 10:00 A.M.,and a decree of confirmation and distribution may be entered unless exceptions or objections are filed.You may be present if you so desire but your presence is not mandatory. PATROND,CEISLER AND EDWARDS Attorneys for Dated:November 20,1969 NOTE:The above Notice was JOHN MIKULICZ 201 Spring Street Richeyville,Pennsylvania ZANE MIKULICZ 4582 Memphis-Villas-South Brooklyn,Ohio 44144 mailed to the folloWing on November .WALTER T.MIKULICZ 15089 Avon-Belden Road Grafton,Ohio 21,1969. In t4~Qtaurt af Qtamman Jlras af lIus4ingtnn Qtaunty. Jrnnsylnaniu.®rp4uns·Qtnurt Bittisinn ESTATE OF Ben Mikulicz,Deceased. N 63-69-2360._ In the matter ofthe First and Final Account of John Mikulicz,Executor ADJUDICATION AND DECREE And now December :(~J ,19---Eill.,this matter came on for hearing, audit and distribution at this session and testimony taken;and thereupon,upon due consideration thereoJ2thl:!,lbalance for distribution in the hands of the Accountant is determined to be $L:,'/U .6 and the account is accordingly confirmed;and it is ordered, adjudged and decreed that the said balance be paid out by the Accountant in accordance with the schedule of distribu,tion hereto attached and made a part hereof,unless exceptions hereto be filed sec.reg.or an appeal be taken herefrom sec.leg. / SCHEDULE OF DISTRIBUTION Balance per account , Balance:1 Deduct Clerk's Costs &Receipt::»..s _ Attorney Patrono,Ceisler &Edwards Russell Marino,Agent,transfer inheritance Tax: Estate liability,$161.231 Individual liability of John Mikulicz 103.59 John Mikulicz,son,1/3 residue, Zane Mikulicz,son,1/3 residue, Walter T.Mikulicz,son,1/3 reSidue, 15.00 $2,687.21 9~.'..;jo -11~l.()y~ .'~~Io :-~.db ~I264.82/·~~.~~ $2,422.39 807.47 807.46 807.46 No balance J J ~' 0 31 "'"§~ :;-Z t:Y I ~-9 ~ ~t ~ :r §, c tl) ::J 3 0 ~ "t "'" 0 0 ~ "'"~ t ~.-to , St 0 • "'" = -+:rtl) § t:Y ~,aI ~, t--~t.l:>..:0-(,Q ....,0ttl:::a GlC f.l -U)0 -..../ Cf)(/)~n1 (. _I-I {"1 - _lJr-iv j- ~3:'"t.~rrl "1· I 3:u -0 r-:7==:s: , (/)0 w 0 'J .. L... w--L" J THIS FORM REQUIRED IN ALL ESTATES WITH GROSS ASSETS UNDER '10,000,UNDER SECTIO~701 OF ACT OF JUNE 16,1961,j UARY I,1962.(FILE IN DUPUCATE WITH COpy OF WILL ATTACHED), OFFICE OF THE REGISTER OF WILLS,. fo3~~r-:LB0Countyof..we.sll i n.gt on . ..J.<;>r..11 .j\1.i.l~l1,l.~9A ....•......'of ~P.l.Sp:r:!J).g .S.tre.et ~..R!c.he.y.'\li l.le,..Ra.•.. (Name)(Addresa) being duly §J!..~?:_~.according to law,deposes and says (hat he is the ---~-Jj:-~~-Q.¥Et~~xe¥Oli¥i~·Nlii--------------- of the estate of .Ben ..Ml.'kul ;c.z.whose last residence was o_2.7 A.s.h Stx_ee_t _ ----~-----.---------.-----------(No,)(Street). J:;;.~J_i.:f_Q.rJli~a_Q_T_.Q.lJgll--------,deceased,and that the whole of the estate of said decedent,who died _F_e.h~-(~t!}--l.9-6.9- (City,Borough or Township) consisted of: REAL PROPERTY REAL PROPERTY IN PENNSYLVANIA,WITH STATEMENT OF MORTGAGE ENCUMBRANGES UPON EACH PARCEL AT DEATH OF DECEDENT, WHERE PROPERTY HELD AS JOINT TENANT OR TENANCY BY ENTIRETIES.GIVE NAMES,ADDRESSES A~lD RELATIONSHIP OF OTHER OWNERS. Real Estate ALL he folIo Estimated Value County,Pennsylvania,bounded and described as follows: BEGINNING at a Pike Run Township),at to property formerly of James Harris;thence (176) EXCEPTING AND RESERVING thereout and therefrom the such mining rights as have been heretofore granted. BEING the same premises conveyed to Ben Mikulicz and Nadia Mikulicz,his wife by Be'nnie Shupenki,unmarried,by pgr]8n~l~dp~Ptythe 18th day of Oct.ober,1924,and recorded in the Recorderts Office of Washington County,Pennsylvania,in .. her husband,and the fee simple tit~e to the said the entirety. / ". y " NOTE:You may expedite the processing of this return by filing with it,and as 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. r Jointly Held Property -1- Transfers within TWO YEARS Prior to Death \ That at the time of death there was no safe d~posit box registeredih liecedent's individual name;or jointly:with,or as agent or deputy of another,or in decedent's individual name,with right ofaccess by.another as agent or,depu~y,with the exception..of the following.:- •-.t '•.' NAME AND ADDRESS OF BANK OR OTHER INSTITUTION IN WHICH DECEDENT RENTED A SAFE DEPOSIT BOX THIS SAFE DEPOSIT BOX 'RENTED IN NAME'ORNAMES OF RELATIONSHIP OF JOINT HOLDERS TO DECEDENT BENEFICIARIES .\ BENEFICIARIES AND ADDRESSES (State full names of all and their addresses who have an interest,vested,contingent or otherwise,in estate.) RELATIONSHIP (If stejH:hildi-en or illegitimate children are involved,set forth this fact.) SU'RVIVED DECEDENT STATE YES OR NO AGE OF LIFE· TENANTS OR ANNUITANTS AT"DEATH OF DECEDENT ! \\ .\ .\ .\ \ \ \ I \ INTEREST OF BENEFICIARY IN ESTATE DEBT OR CLAIM •.,-NATURE 'OF SAME AMOUNT THIS COLUMN....,...,1 f',l..l5:EGJSTERtONLY..'. Funeral expenses paid $$ ..."Family exemption (will not be allowed unless decedent died residing with a spouse or children.) Administration Expenses * Counsel fees * Fiduciary commission * I OTHER DEBTS AND CLAIMS (*)See Note below . , . , Total .~ ),.,R.J;....,,*,I)ENT DECEDENT DEBTS AND DEDUCTIONS CLAIMElD ,NOTE:List first five items in the spaces so provided,observe notations thereon,and instructions.. U!: 1 I (Street Number), (City or Town and State) ...~O:k ?1A~.~.~.(Executor-Administrat0'f!j . John Mikulicz . Su!>'<'ibed and ,woon to be'o"m'!l /%~. ........~:dayof '-..:(/~'19.4f ..........~·";;';0"0 :"p,"''''. .MY Commission pire~• .'January 29,1971 Note:The estate agrees to advise the Register of Wills if the amount actually paid in settlement of any fee,commission oz'debt is greater or less than the estimated amount claimed and allowed. Having been duly'~'~PIJ'n according to law,I do hereby c~if~that the above appraisement is made in conformity with law on this...............c:<..7.~day of (5?~::i..,19.~.r..\\~..M.~~.......~~~..R..:...... ppralser In the event that any future interest in this estate is transferred in possession 01'enjoyment to teral heirs of the decedent after the expiration of any estate for 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 REGISTER OF WILLS 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,except as to those 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 amount represents the sum allowed as a deduction. Dated:. Registerof Wills t:)......, J "'l '0("I ...J,I'",.I " " Form No.RCC-62 (12·66) WillAdministration INo.'.:"Year ..'. •<~~;~) IN THE MATTER OF THE APPRAISEMENT OF THE ESTATE OF ..BRN .MLKULI c.z De'c~~~~d'. Late of CAL IF.ORN.IA.BOR.OUGH . County of .W.i\.8.H r N.GTON ...':.'..~..... """".,0-"--..L1....'__-<:::::0 toO - l:.,::O "-Commonwealthgt P-}IIDsylva~::c -(f)c:-")! -Gi)(JJ --. Z-4rrJ rnG:>rn..rv ! REPOR~A-ND-APPRl\ISAb-zo__~~1'1,:;.,.....:=n <:":>__;:>_-=.l:o ..«::;:u ;=2-0 r-" P<.n° ,i,., ~. , \ *...,<: Form RC C·lO DEDUCTIONS ALLOWED IN J ·'1 THE SUM OF ............$.~}J~,~?i:."STATEMENT OF DEBTS,OFFICE OF THE REGISTER OF WILLS EGfANDDEDUCTIONSOFWASHINGTONCOUNTYDATF.AP~....,~."~",, AND AGENT OF THE COMMONW&ALTH Register of Wills,Age"'J;;.f ca 11fornla Borough PennsylvaniaESTATEOFBENMIKULICZI.ATE OF Wa shington Count y, I DATE OF FII.ING APPRAISEMENT October 22,1969DATii OF DEATHFebruar¥8 1969) DATE NO.OF NAMIi:OF PAYEE REMARKS AMOUNTVOUCH"" 1969 Feb.19 Russell Marino Ree:ister Grant of Letters 1 '"00 Feb.21 Wa shington County Reports Adv.Grant of Letters 14,00 Feb 28 Observer Publishine:Co.Adv.Grant of Letters 14 00 Feb.28 West Penn Power Co.Electric Bill 2 42 Feb.28 Columbia Gas of Penna.Gas Bill ~2~ Feb.28 Cal ifornia Water Company Water Bill 3 45 Mar 28 Borough of California Sewage Bill 7 ~~ Apr'.22 D'Altorio Funeral Home Funeral Expenses 1 7~~00 June 23 California Water Company water Bill 2 52 Oct.--",Boroug-h of California Sewer Bill 7 ':l<;:.:.~.r:7~••,"".1.::.~ John D.Woodward)l~Pa.Realty Transfer Julv 2~Recorder T x 50 00 7/12 Share of 1969 County, July 25 Helen Konek Boroue:h &School Taxes 78 9~ Oct.20 Russell Marino,Register Filing Inventory 4 00 0 ...+?O H Ul=:l=:P 1 1 Marino Ree:ister Filine:this Account 17 00 Attorneys'Fees,including Oct.20 Patrono.Ceisler &Edwards Collection of all Assets.~??!')o Preparing Account,etc. ~~'Ai ~.rJ,,)f /s"--().;() - COMMONWEALTH OF PENNSYLVANIA }S.:COUNTY OF WASHINGTON I,JOHN MI KULICZ,Executor HEREBY CERTIFY,THAT.TO THE BEar OF NY KNOWLI!:DGE AND BELIEF,THI!:FOREGOING IS A JUST AND TRU E srATEMENT OF DEBTS,FUNERAL EXPENSES AND EXPENSU OF ADMINISTRATION SUBMITTED TO THE ESTATE OF BEN MTKULICZ,DECEASED,AS DEDUCTIONS FOR INHERITANCE TAX PURPOSES.JdLy)~~.0~·'I SWORN,n0 SUBSCR~~BEFORE ME THIS tu DAY 01' ~>~..tt (L.S.l I 01'./1 At 8 /l 11.1)18 69 ,.....~..I ...lJJ.A J 1.J.A L:.-f .2Jr;:-:,IU A PHYLLIS {,SHrGR,Notary Public (JCalifornia,W sh,ngton Co.,Pa, My Comm on Expires .January 29,1971 .. .~iJI I 2%Tax on $$-----,f~.;ll, 6%Tax on $4,413.63 $----<2"611'!114'-'"-'.Su..2.......---ilti dollars-..---.-.- representing Pennsylvania Inheritance or Estate Tax due from the following estate: 82/100 WASHINGTON Address 80 EAST CHESTNUT STREIT RECEIVED TWO HUNDRID SIlTY.FOUR and John Mikulics.Exer. ,From:C 0 ArTY.PATRONO CBISLBR"8 File No.63.69.236 Date of Death_...""2"-'.-...,,,S!:---"6"-'!9"----1 Date of'Payment __-.:J=-a=n=-=ua=JiL--=..:~-:1=.:.9..:..'1..::::0-·__--I Nome of Decedent _-=B.=E:.::.N=--=-M::.::I=:K::...:VL:..:::',::::I::...:C::..:%::..--l 15%Tax on $,_ %Tax on $---'_ Estate Tax,Act of May 7,1927 $--------. $--------,11ll1 $---------Ift County --'W.:..=A=S=H=I=H-=-C.=TO..::...::N=--------l Remarks: TOTAL TAX CREDIT Less five percentum of tax if paid within three months after date of death Plus interest at the rate of __%from _ to _ $_~2Rl61C4L1.~8U112L_____ $--------llJ I SEA L TOTAL AMOUNT PAID $264.82 ",I -,'j ~fJ'."'.Received by \,)~D CJ·i ~/'{if /,"'Y'./l NOTE:In accepting the.transfer inheritan5e tax an future estates,prior to the death of the life/'?-"'?~(Signa~rT 1 tenant or tenant for years,as evidenced by this'receipt,it is un'derstaod that the Commonwealth shaU )•L .~I·/J If not be precluded or prevented 'from hereafter assessing additional inheritance tax at the death of th~>"\1f'!.!~!Ltj>J ''--llt:.~; life tenant or tenant for years whenever it appeacs that such additional tax may be legally due and '-~(,~'(Titr i - collectible for any reason whatsoever,0