HomeMy WebLinkAboutOC1969-0241 - ESTATE OF UNICEKRCC-8'(2-84)
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF COUNTY COLLECTIONS
INHERITANCE TAX DIVISION IN YOUR REPLY PLEA••
RI:n:R TO 37-189-5
NOTICE OF FILING OF APPRAISEMENT
/
EVELYN J.UNICEK Informant
In Re:Estate of --=LO::.::..:;U:..:;I::::S--=..J.=..•....;UN=I:.:C;.::EX==-_
____---:W;.:.:AS=H:.=ING=.TO=N=------County -File No.63-69-241.
Dear MrS.Unicek:
You are hereby notified that the original
appraisement in the estate of Louis J.Unicek
has been filed in the office of the Register of Wills qf Washington
County on March 6 ,19~.Said appraisement reflects the
following valuations:
Real Estate _~--,_
Personal Property 3~.~6~7~1~.~5~1~_
Transfers ---------:::---'7-==---==----Total ....,-_-'3~,L,;6;..l.7-=1:..:..~51=____
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 (6~)percent per annum is charged.
Any party in interest who is aggrieved by an appraisement may
appeal therefrom as provided by law.
Date ....=.:M::a.::,.I'c=.,:h:.:....=6:..ll.--=:1.L;96:,,9"-----Signed d/J?a-,a ~
Title./W.Re CHANEY.CH;:ZPRAISER
DATE OF DEATH:May 5,1968
Note:This is not a bill.
F01,'m ~T,O.,'nCC-62 (12-66)'THIS FORM REQUIRED IN ALL ESTATES WITH GROSS ASSETS UNDER $10,000,UNDER~SCT,ION 01 0 18,1981.J
EFFECTIVE JANUARY 1.1982.(FILE IN DUPUCATE WITH COPY OF WILL ATTACHED)'..'.,..t:J-CP-..?f/'
•.l ~~I::n~~fT:':;;::;::..O~.~I~LS ~7j~~~@
.....~.~~+Yl1..J,.,,llNP~,~..,,,,',,,,'.:,'.,.,,...,..,:of ~~.l.~y.G9-ropr.~,St",Waphl,ngton",Ea...,15301.
(Name)•••--,.,.•she -.(Address)•.•..
being duly .$]V_9);:IL •,_,__._..aq:ording to law,dep9ses and says that ~e is the __~.Y?;,'_Y.:~y_~D_g_W~.9:Qw:~_L_~,g91~~----'(Exec"Adm"Legatee.Etc,),-,••-"'.1",#"!:):l~'l',...__\,-",.~,....,,'J ..........
of the estate of ~Qmf?_1_!_JJJ~:~H~_:~as.;..whose last residence was __.9_3.LSy.:CaIDDr_e_S(t..) .,.,_.__••_
,••'-(No,)"Street
___.__.'Y.'!'_':':~~~~~!?-~_I ~~_~deceased,and that the whole of the estate of said decedent,who ie~d~(.o.J)-968-----
(City,Borough or Township).--""'--ate
consisted of:
REAL PROPERTY IN PENNSYLVANIA,WITH STATEMENT OF MORTGAGE ENCUMBRAN<l:ES UPON EACH PARCEL AT DEATH OF DECEDENT,
WHERE PROPERTY HELD ASJOINT TENANT OR TENANCY BY ENTIRETIES,GIVE NAMES.ADDRESSES Aim RELATIONSHIP OF OTHER OWNERS.
Real Estate ..I Estimated
NONE Value
~.
'II
~-::
",
;.....1.:
/",,
"
,""
./
Personal Property
1964 Chevrolet Pick-up Truck (1/2 ton)600.00
1/2 interest in Unicek Brothers.a partnership,maintaining a repair
garage on Ewing Streetl MeadowlandsI Penns¥!vania.
195)podg~e T::uck 250.00 ,..-~1__.-.--
Accounts Receivable to 5/5/68 4 1 491.02 '/i7(~/??,~
~,"Af'\1 (\(\-~',..'~t
~uu~>:>G\.IlU "1-:l:V ...vv',.(.....71 143.01 ~Less mortgage mdebtedneetet .11 UUU.uu··f'{.
-Net .value of partnership a'ssets .6,143.01 '-,,,,",,-.-
,,1/~2 interest /<3,071.51
~fAf-A~1'-T 7j'If.(.~~'
-),-,,-
.3 In 7/-$'/
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.
....1
of Washingtonl Pa.I in names of Louis J.&EvelynT.Unicek~.husband and
2.Savings account with Pitisbur h National Bank Wshin
names of Louis J.&Evelyn J.Unicekl husband and wife.Account held b~
Jointly Held Property Estimated
yalue.,-----,--------------------------'-'------..---------+-_....:.=...._---'.
fI1 4L ---~
Transfers within TWO YEARS Prior to Death
NONE
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 I
I
-
I
BENEFICIARIES
gent)
ngent)
BENEFICIARIES AND ADDRESSES
RELATIONSHIP SURVIVED AGE OF LIFE
(If step-chilqren or T,ENANTS OR INTEREST OF(State full names of all:and their addresses who havE illegitimate children DECEDENT ANNUITANTS BENEFICIARYSTATEYESaninterest,vested,contingentor otherwise,in estate.)are involved,set .OR NO A-T DEATH OF ~IN ESTATE
forth this fact.)DECEDENT
Evelvn J.Unicek Widow lies Sui Juris .Sole beneficiary.
931 Sycamore St.,!~.
Washingtonl Pa.,
...:-,I-I,,,.,'.-,,,
J;.ouis Unicek,Sr.-'--Father "Y:es Sui juris 'Beneficiarv underI.
MeadowlandsI Pa.I intestate law (contin,..
I
I Beneficiary underRoseUnicekMotherYesSuiiuris
MeadowlandsI Pa.I intestate law.(conti
i
I
!
I'-I
I
I
"REsIDENT r>ECEDENT DEBTS AND DEDUCTIONS CLAIMED
""'NOT!'List first five items in the spaces so provided,observe notations thereon,and instructions
Funeral expenses paidBarnhillFuneralHome
.--..:......,._~~D~E~B~T~O~R~C~LA~IM~--r N~A~T~U~R:..::E:-:::O.:..F--.:.S~A~M~E=---,_~A::::M:..::O:...:U::..:N..:..:TT-----fuTHISCOLUMN
.j ..I.KEGI~TERONLY
..$1281 OC $
Evelyn J.Unicek,widow Family exemption (will not be allowed unless
decedent died residing with a spouse or chi·ldren.)
John P.Liekar,AU.Comrm Administration Expenses *
1000
150
00
bo
Counsel fees *
Fiduciary commission *
OTHER DEBTS AND CLAIMS
(*)See Note below
Forest Lawn Gardens Monument 655 po
Register of Wills Filing Inheritance Tax report 3 00
Total 3.089 00
Canonsburg,Washington Co ,Pa
Note:The estate agrees to advise the Register of Wills if the amount actually paid in settlement of any fee,commission or debt is greater
or less than the estimated amount 'claimed and allowed....~.'~....,"..,..';;v~;,:~~~..~.':..."."."
Subscribed and sworn to before me this ..~~th......".d 'P<~.
"":~U1""..""-"'')'"""."".."G;;;',19:.6E..~.~.1..$Y~~~~~~~~t~~~~~.
.........M'·R·S:.·F'fA'hN"C'E'S''·,M~.:-'G'R:A'y',.'N'a't'a/~r7y',?p'u:b·Ji·('.I,......W h't (sptreet /If..um1ber).15.30 1Ri:NcEsr ,.....~~..~r:t~.c:>~'~.r:t~~1..:'~r:t~~~.(City or Town and State)
My r.arnrniss.ion Expires Seote.mber 19 197().'......Having oeen dUly sworn acco'rdmg to raw,I dJ'~e~certify ~t the above appraisement IS made m conformity With law on thiS
....................6~dayOf ':7d:.~:'/7?19.d:r ~~~L.(~.a::z:~~~..~.~.Appraiser
In the event that any future interest in this estate is transfel'l'ed in possession 01'enjoyment to llateral heirs of the decedent after the
expiration of any estate for life or for years,the Commonwealth hereby expressly reserves the right to appraise and assess transfer'inheri-
tance taxes at the lawful collateral rate on any such future interest.
ISTE~O'WILL/I,the undersigned duly elected Register of Wills in and for.......a...,g,...,.,.,County,Pennsylvania,do respectfully
report that I have allowed debts and deductions in the amount claimed by deponen cept as to those items where a greater or lesser amount
is set forth in the last column to the right in said schedule above,which greater or ser amou represents the su~tion.
Dated:..S?:Y.~J ~./£:tf./:........, .
Regi$ter of Wills
.,)
~
,
-'1i
...)-....
'~
'1
Form No.RCC-62 (12-66)
WillAdministration INo ,Year,,'.
IN THE
MATTER OF THE APPRAISEMENT
OF THE
ESTATE OF
LOUIS J.UNICEK,
Deceased
Late of .WASRINQ-TQ N .....,.,,.,,...
CountY-of.,..':V:~~mNGTON .....
Commonwealth of Pennsylvania
I
REPORT AND APPRAISAL
JohnP.Liekar,Esq.
Mellon Bank Building
Canonsburg,Penna.
ST'''.~',:')'t"':",:"'j
0:,,''-''',\-\bJ-~\;'..,
{;0 •(;'::I.~':.~J ",y':
Q--\
\
~I \..Ii T
.•..'"t,.
,
,
I
;I
r-------------------------------------------
..
'lCC·39 (6;:.67)
":t1MMONWEALTH OF PENNSYLVANIA
.TRANSFER INHERITANCE TAX
RESIDENT DECEDENT
UNICEK,lOUIS J.
FILE #63-69-241
May 5,1968
SUMMARY
.1
FILE #63-69-241 rtEPOnT OF INHERITANCE TAX APPRAISER
05-05-68
0.3-06-69
I.the undersigned duly appointed Inheritance Tax Appraiser in and for the County of
#63 Washington ,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".
r~~..-J',,",,--~x'=-..=::·:::':;"'='="r-A-P"::P';;'R=:-A'<:;I;....S~E~Dated:
REPORT OF THE REGISTER OF WILLS
I,the undersigned duly elected Register of Wills in and for Washington
County,Pennsylvania,do respectfully report that I have allowed deductions in the amounts
claimed by deponent,except as to those i terns where a greater or lesser amount is set forth
in the last column to the right in Schedule "F",which grea~terlesseramount represents
the sum allowed as a deduction..'
Dated:03-06-69 /.~~
REGISTER OF WILLS
VALUE AS REPO~rED VALUE AS APPRAISED ~VA~L~U~E~A~S~~RE~·AP~P~RA~I~S~E~D
$$$3J671.51 :_~-),b71.51 ------
INVENTORY
Real Property (Schedule A)
Personal Property (Schedule B)
Transfers (Schedule C)
J oint-Held Property (Schedule E)
TOTAL GROSS ASSETS
LESS Debts and Deductions
(SCHEDULE F)
CLEAR VALUE OF ESTATE
),671.51
3~089.00 :~-;
_~5=8=2~.51 .__
3,671.51
)J089.00 ._
582.51
======:=
-----------,---
Valuation of life estates or
annui ties . . . . . . . .$__~~
ESTATE TAX ASSESS~mNTS $_
(*)As evidenced by Charitable Exemption
Certificates issued by the Secretary
of Revenue.
2-24-69
$-----'----
$-------
$--~---
$--~-----
$--------$
COMPUTATION OF TAX
TOTAL TAX BALANCE
PAID
$-----d>~)~-----
FOR USE OF REGISTER ONLY
T ax on 8_________'5%$~_
Tax on $1002 ~
T ax on ~_______C5...:::82=.·.~5:.=1~.._.~$~.-:):"':"4-.=95::---·Pd.In Full
TB;x on $.__lfi%$
Exemptionso;=======:=(,:,)
Total Estate _
TOTAL TAX $_
Less tax previously paid $==~========,~
BALANCE $-~-----'-Less 5%of tax if paid within
3 months after death $~====~~==:===
3.\LANCE OF INHERITANCE TAX DUE
Add interes tat rate of n%from
to
AMOUNT OF ESTATE TAX ASSESSED
Estate tax paid
BALANCE DUE
Add interest at rate of 6%from
to _
FOR USE OF REGISTER QNLY
NOTE:Where subsequent adjustments
negister of Wills,for proper
explanation.
ADJUSTMENTS
are made to the above computation of tax by the
reason,same should be noted below,with short
Will t
Administration ~No....
IN THE
Year
MATTER OF THE APPRAISEMENT
OF THE
ESTATE OF
LOUIS J.UNICEK ,JJa...........-'.
Deceased
Late of .WA.s.H..J:~GTON ..,...
County of WASHINGTON.-,.',.'--- -.~_.,-_--.
._-------~
Commonwealth of Pennsylvania
---'7"-~~-'------ --~-.•.-----
----REPORT AND APPRAISAL
!
,,.f .
Fonn RCC-2
~CO'MMONWEALTH OF PENNSYLVANIA DATE March 6''1969....",...,...................,.....................1........,..................................
DEPARTMENT OF REVENUE RESIDENT INHERITANCE TAX ...........,........~~~~~~~,~~..............,.....,........;/COUNTYBUREAUOFCOUNTYCOLLECTIONS..APPRAISEMENTHARRISBURG.PENNA.17127 FILE NO.....................6.).=,~.9::?4.~.................................,
Whereas,,...........,..,..,."...LQYi§",'~".,..JJp.~,~~~.............,......,....,........"",............................."late of ..................."...~~,~.~.~~,?~..................,',...................,..........
in the County of .........................,~~,~.~.~~.~~...................................................................,....Commonwealth of Pennsylvania,having died on
I the ,........."",..",..".......",...,.".",5....t..b.....,......,.....,......,..,'.."..day of .....,...,..............".,¥..lay,.,.."...,."........"""...,",'....19..l?~...,seized and possessed of an estate
I subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania;
Therefore,I,..................................,..,:w.~,R~.....C..hM~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.
Unit AppraisementDescriptionofAssetValuesMadeforInheritanceTaxPurposes
$
PERSONALTY:
1964 vhevrolet Pick-up truck (1/2)ton 600.00
1/2 interest in Unicek Brothers,a partnership,
maintaining a repair gar~e on Bwing St.,
Meadowlands,Fa.j 071.51
3,671.51 3,671 51
.
Total 3,671 51,
I
I
I
I
,
form~~:':fh~~~:~:sw<>rn~Z32Zto~:'~a~o~~~~~~~d.a::::~?~n~..~~
7 ....'~·7.t:A!.~AP~'<'r.
............................................./J ,.
~C2~:u~~~t)..,,Penna.
..............._W!$~q:N(:}':l'Q.N.County
RESIDENT INHERITANCE TAX APPRAISEMENT
Estate of
LOUIS J.UNICEl{....................__-.
Deceased.
Late of
......_ _W.A$..tI;I:.~'fON _._.
Date of Death,.t1.ay...5.196.S .
Appraisemel!t Docket Vol.,37 .
Page,J..~.~.5.No 63~6.9~.~4l...
Filed in Register's Office,..~~A ....(>.I.......J9J?9..
Amount of tax due,$..
DEPARTMENT OF REVENUE
Received,
Examined and Approved,..
Wrote abo,ut Appra.isement,
Appeal f1'om Appraisement,.
Entered and charged,..
t·
~
I r