HomeMy WebLinkAboutOC1969-0279 - ESTATE OF SCHWENK-;;..
RCC-81 (2-64)
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE ..
BUR~AU OF COUNTY COLLECTIONS
INHERITANCE TAX DIVISION
NOTICE OF FILING OF APPRAISEMENT
MARGARET SCHWENK
(Executor ~~
IN YOUR REPLY PLE....E
REFER TO ~
37-193-7
J
In Re:Estate of ----.l.RI..l.UL!=D~QIIoLLl...PllH~SCI.LlHWE..I..UI.;u.:·NIIJ.:Kl....__
______...:.W~A:.:::S~H~I~NG=:.:T~Q~N!.._County - F He No.63 -69-279
Dear Mr.Schwenk:
You are hereby notified that·the original
appraisement in the estate of Rudolph Schwenk
has been filed in the office of the Register of Wills qf Washington
County on September 15 ,19---2.9.Said appraisement reflects the
following valuations:
Real Estate _--'-_
Personal Property ~1~.L7~1=1~.~5~2~__
Transfers .....--................."""""'_
Total ---=1~,...:..7.::11~.::...52~__
As to such tax that is paid within three months·from date of
death,a five (5%)percent discount is allowable.As to any ~ax 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 __--=::.Se::::lp:::...:t::..::e~m~b.::.er~1~5:...z,___=19L6~9'____SignedLds:~f2.~
Title W.R.CHANEY,CH APPRAISER
DATE OF DEATH:February 17,1969
ESTATE INSOLVENT
Note:This is not a bill.
COMMONWEALTH OF PENNSYLVANIA
TRANSFER INHERITANCE TAX
RESIDENT DECEDENT
SUMMARY
Estate of SCHWENK,
(Last Name)
RUDOLPH
(First Name)
DATE OF DEATH __2_-_1..:...7-_6....:.9_FILE NO.__6_!3_-6_9_-_27_9_
(Initial)
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 set forth opposite each item in the last column to the right in Schedules "A","B","C",and "E".
09-15-69
02-17-69
Dated:____-=.L.-.c:L-=::.L.-.c ....;.
:/
REPORT OF THE REGISTER OF WILLS
I,the undersigned duly elected Register of Wills in and for Washington 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...~eaor lesser amount represents the sum
allowed as a dedo.Hoa.(~~.•
Dated:09-15-69 J '~//7~
REGISTER OF WILLS
VALUE AS REAPPRAISED
$-------+--1.711 52
1.711 52.
3,340 04
e Insolventat
$
1.?1l 52
l.?ll 52
3.340 04
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
FOR USE OF REGISTER ONLY
Tax on·$--I__
Tax op $--+_----1-
Tax on $----------4--Tax on $--1__
Tax on $----------4--
Exemptions=======~l==Total Estate -+..__
TOTAL TAX
6%
%
10%
15%
*
COMPUTATION OF TAX
$--------1--
$--------1......:.-
$--------1--
$-------+--
$--------1--
$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===
TOTAL TAX BALANCE :----~~
PAID $.....JL
BALANCE OF INHERITANCE TAX DUE '$t=
Add interest at rate of 6%from
to -------1l=$------AMOUNT OF ESTATE TAX ASSESSED $.
Estate tax paid $I
BALANCE DUE $...JL-
Add interest at rate of 6%from
------{t'o-----
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 lAdministration.\No Year .
IN THE
MATTER OF THE APPRAISEMENT
OF THE
ESTATE OF
RUDOLPH SCHV,JENK
Deceased
Late of .
County of
.MONONQAtE.LA .
.WAS.HJNG'lPN .
Commonwealth of Pennsylvania
REPORT AND APPRAISAL
;
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,
Form RCC-2
r PENNSY~V~I.A DATE .....................~~~..~~~.~!......~?!........~.?.§.?........COMMONWEALTH OF
DEPARTMENT OF REVENUE RESIDENT INHERITANCE TAX~.................................~~~?.~.~.~~.~......................COUNTY..!'tfflE~U OF COUNTY COLLECTIONS .-.,~APPRAISEMENT FILE NO......................9.J....-:.2.9..~?.7.9.............._........................HARRISBURG.PENNA.17127
Whereas,......................R:udQlph...Schltlenk..........................................................................late of ........................N.~w....E.gg;l,.~.......................................................
in the County of .......................W.ashington..............................................................................Commonwealth of Pennsylvania,having died on
the ...................................+..7...:t~.h...........................................day of .................f.~~.~~y..................................19.?9.....,seized and possessed of an estate
subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania;
Therefore,I,...................................W.•R......Chaney.............................................................,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 Ufe 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 AppraisementDescriptionofAssetValuesMadeforInheritance
Tax Purpoles
$
PEROONALTY:
l Savings Account in the National Bank of Northern
New York,Lowville,New York.1,711 52
;;
.,
"..
..
Total 1.711 52..
ESTATE INSOLVENT
..
forrn~;:~hbl:~::rh~w~.~~~~~:~:;:re::~~£~?~;~r;is..7..n.t~m~~
:.~ai~r~¥~':'=d~,i.;::.
(POlIt Olllee)
·W.ASHINGT'ON..County
RESIDENT INHERITANCE TAX APPRAISEMENT
Estate of
.R.lJ.PQ~l?H.....$QHWE.:N.K.
Deceased.
Late of
...................................~"'W ..MQ:fJ.:.
Date of Death,.f~p.r..':l~y :I,,7.L.J9.9.9 .
Appraisemel!t Docket Vol.,.3.7..
Page,l93~7 No 63.~.69.~279 .
Filed in Register's Office,§.~P:t..~~J ..5.."..:.19..9.9...
Amount of tax due,$~,.
DEPARTMENT OF REVENUE
.'
Received,
(
Examined and Approved,.
Wrote abo,ut Appra-isement,: .
Appeal fl'om Appraisement,.
Entered and charged,.
•
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.--:--1-·...,
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..
LAST VHLL AND TESTAMENT
...._--:;;..:...:.~-::::-
I,RUDOLPH SCIDYENK,of the Borough of New Eagle,
Washington County,Pennsylvania,being of sound mind and memory,
do hereby make,publish and declare this to be my Last Will and
Testament,in the m~nner and form following,nareSy revoking any
Will·or Wills hereto made.by me~
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.
SECO·ND:All the res t,residue all£..re_m.~nder of my __~=
estate,real and personal,I give,devise and bequeath as follows71 .
one-half to Margaret Eileen Schwenk of New Eagle,Pennsylvania,a~d
one-half to Margaret Kostick of New Eagle,Pennsylvania.
THIRD:I nominate,constitute and appoint Margaret·
Kostick as Executrix of this my'Will,and I direct that she shall
not be required to enter security ih any jurisdiction in which he.
may act.
----.----IN WITNE"SS WHEREOF,I,----nuI5""OLPH SO'fl'I"'£l\IK;-have set my
hand and seal to this my Last Will and Testament,which consists
of one page,to which I have affix6~my signature,this 13th day
of April,One thousand nine hundred and forty-eight (1948).
Signed,sealed,published and declared by RUdolph
Schwenk,the above named testator,~s and for his Last Will and
Testament,in the presence of us,whQ at his request,in his
presence,and in the presence of each other,all being present at
the same time,have hereunto subscribed our names as witnesses.
'./0 ;...'...'..•".
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.....,...o..',,.
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I.
1\ffi~auit (@f iExrrutnr ~r i\~mini!itratnr
f}tatr of 'rnnogluania.t BB:
cnounty of llllIaoQington \
Personally before me,the undersigned authority,a NQ.t.~.r.y.f.yJ2.1!.9.in and for said
County and State,appeared M~.r.,g51.r.g.t S..~.hw..~.!J.1s ;who,being duly
sworn according'to law,deposes and says that S he is the executor ~~~of the estate of
....................,R,udolph.S.c.hw.enk deceased,that the foregoing schedules constitute a
complete inventory and appraisement of the real and personal estate of RJJ.g9..1l?h S.9..b~~nk ,
.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 ~~~
S d "b'b db f h';<;Z/~'l~~L ~wo~u scn e e ore me t zs i::.......J-
daY.~:~~~......~tUd....'fx~~;:;:k~K .._...
Donora,Washington ClIunty,Pa.ADDITIONAL INSTRUCTIONS
•My Commission EJtpir~a '..••1.An mven4PI,y.llU}lS9l1ae tlied withm three months after appomtment of personal representative.
2.A supplemental inventory 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
lIuufutnrg aull "'ppraiSPwfut of the goods and chattels,rights and credits which
were of Rudo.1ph S.chw.enk .Jate of ..N.~:N ;t;;.9.g1.~."R~.B9.:~.Y..~.y..~~.~.~..
Washington County,Pa.,taken and made in conformity with the above affidavit:
J.
REALTY:
None
PERSONALTY:
Savings Account in The Nationa1 Bank of Northern
New York,Lowville,New York
DOLLARS
o
1,711
CENTS
00
52
).
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f:j LED r
lS'.j§......;:3~dior\)~it""';:3"'"\,t-cl ~c
1969 AUG 27 Pi't 1 .59
j:I:~(i'"~.iC/.l ~I:l ""-0
\0
in ~;:3 ,()"
I:l.
BUSSELL MARINO I~~~-c:..
~::t:..
gg RtGISTEH OF WILLS
I ~~
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OFFICE OF THE REGISTER OF WlLLS
-.34-
FOlln No.RCC-62 (12-66)THIS FORM REQUIRED IN ALL ESTATES WITH GROSS ASSETS UNDER 110,000,UNDER SECTION 701 OF ACT OF JUNE 16.1981,J'
EFFECTIVE .JANUARY 1,1962.(FILE IN DUPUCATE WITH C@V OF WILL ATTACHED)
--=:::::--.~.
County of ..:...:.W4$JU~a.'J;'ON..
.........mRGAR~T.S.CliWENK of ..l'I~~.Epg~~.,..P~.Il1;l.~.y.~y.c1I)i.a.,.
(Name)(Address)
being duly SJ&.Orn .according to law,deposes and says that he is the Ex..e_cutrix _
(Exec.,Adm.,Legatee.Etc.)
of the estate oL_~R.g.gQJ.P-h__S_<;_hw..~nJ.L whose last residence was Ma.in __S_t..t:~_e.t_~-(------)-----.-----------------(N0.)Stteet
.Ng~__E9glg.,f'_~mn9_!_'__._.deceased,and that the whole of the estate of said decedent,who died fll.?.Lf/t._
(CitY.Borough or Township)(Date)
consisted of:
REAL PROPERTY
REAL PROPERTY IN PENNSYLVANIA,WITH STATEMENT OF MORTGAGE ENCUMBRAN€ES 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
./""yalue.
fhf/,~vNone/'\r (.0.00
/(~n~~IfY'l r-I \
(JA ';-J'L -"'\.J<;P ./~~.uJY~~~.'--"".~..~(c.~rAP rr~\
v-A 'r;./'
-../I}/(/\1"=~/(ft)9_~~/""\pc I 6)I
\.-}J ..-/\/
~//.
.,
Personal Property
/'
Savings Ac'c'ohnt in The National Bank of Northern New York,¥bA1{(J
/
V J ~.
Lowville.New York 1,711.52
-c::-~!
:t·.:).".,-
~..
,.:;e~'4:
"i~,::_:ff~~~"';::,Ya:rCi~,.
r ~~~'''~~~1\~~~t~,-,t'"o~t>,.,.1 .~"""~t'1"
>......:...--
..,
.-
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 amount/?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.."
Jointly Held Property
one
Estimated
Value
0.00
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 wit~,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 O·F
(State full names of all and 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,...'...
Margaret Schwenk Widow Yes Over 21
Main Street
........,~Ppnn~~l \l~n;~
-
Margal;'et Eileen Longinette Daughter Yes Over 21
New Eagle,Pennsylvania
I
I
I
"
f"
RESIDENT DECEDENT DEBTS AND DEDUCTIONS CLAIMED
-.-.::'',,
DEBT OR CLAIM NATURE OF SAME AMOUNT THIS COLUMN.!REGISTER ONLY
Funeral expenses paid $$
..
Familyexemption (will not be aliowed unless
decedent died residing with a spouse or children.)
Administration Expenses *
.Counsel fees *'.
!
Fiduciary commission *
I
OTHER DEBTS AND CLAIMS
(*)See Note below
'.
-,
,,
_.
-.'..
-Total.
-1i:""t\IIE'List first five items in the spaces so provided observe notations thereon and instructions-Cr-
.....~<?P',?:qg~~~.~~.?.~.e:~r:~~.
(City or Town and State)
9J:;.a~A~.:.f -(E;e~tor-XXOOX1XtXtK*)
.....~~~t:l..~.~~~.e:~, ,..
(Street.Number)'
Subsc1'ibed and/swom to before me this .,.~
Note:The estate agrees to advise the Register of Wills if the amount actually paid in settlement of any fee,commission oi'debt is greater
or less than the estimated amount claimed and allowed.
••.•'~~~~•.••.,19~':
-STEPHANA.UONACK,Notary Publlo
Donora,Washington Caunty,Pa.
MV Commission Expires
..•Jan.29,1973
Having been duly swom according to law,I do hereb that t e above appraisement is made in conformity with law on this
................./~~dayof ~~~~~9..~./"7
~~~.A-t.~.~p~~l8er
In the event that any future interest in this estate is transfelTed in possession 01'enjoyment to c ateral heirs of the decedent after the
expiration 'of any estate for life 01'for years,the Commonwealth hereby expressly resei'ves the right to appraise and assess transfer'inheri-
tance taxes at the lawful collateral rate on any such future interest.
REPORT OF THE R :GISTERpF WILL
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 amount claimed by deponen cept as to those items where a greater or lesser amount
is set forth in the last col~n to the right in said schedule above,which greater or ser am~presentsthe ~allowed as a deduction.
Dated::./._..d~~/S;../~~.y (J..t1'.~~?:?~.~Registerof Wills'
!......
WillAdministration INo.00'0 ••0 ':"Year.0"••
.i
'\
~
FOl1l1 No.RGG-62 (12-66).!f.:;.";'
IN THE
"MATTER OF THE APPRAISEMENT ,
'.f.
OF THE
ESTATE OF
RUDOLPH SCHWENK............................................................................
Deceased ....
Late of 0 •:N.~V?~~g~o~0 0 ................................
County of 0 •o~?~.1?-~ngton..........................................
Commonwealth of Pennsylvania
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REPORT ~D.AaPRAISALm;:o c:-,.-.,
G)C::G)1 1-enU>{J)
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DEDUCTIONS ALLOWED IN J
~1{j.~70.Ji ~,
THE SUM OF .....J.i~·.Q.,4.....¢,t:',£:(?..STATEMENT OF DEBTS
'AND DEDUCTIONS
ESTATE OF _-=R~u=-d=-o=l..&;.,p~h;;,.....::S:;,..;c;;.;:h","w~e~n.;;.;k,--__LATE OF _......:.N:...:e:.;w.:........;E::;a::;gc..=1..;:e~,:.-:P:...;e::..:n:;.:;n=s.J..y..;:1:....:v-=a:..:n::..:1=.:·a=-_
DATE OF FILING APPRAISEMENT _~Y~---c../.....,>LL--....:c.::.£f DAT&:OF DEATH _-,F:!:...:::e..:::b~r~u::..:a~r:...Ly~1~7:'-"L--:::.l.:::;9~6:...::9:...-_
OFFICE OF TME
REGISTER OF WILLS
AND AGENT OF THK COMMONWEALTH
OF COUNTY
Form RC C·lO
DATE NO.OF NAME OF PAYEE REMARKS AMOUNTVOUCH""
J
/'R1H:!=:e11 M::Irino Tetters of Administr~tion 29 100
'R11!=:sel1 Marino Filin~Tnventorv 3 00
M::Ir~::Iret Schwenk Executor's Commission 85 55
Barna and Barna Attornevs Fees 150 00
Notarv Public Fees 2 25
\.
T M Frve Funeral 1 204 00
~
R'l1rt'.;........,It r.o ~r::lvemarker 211)100
Catholic Cemeteries Assn.Cemetery Plot 215 00
'RE:m T I!=:~_'L.Hmelvor Funeral Services 20 00
Alle "t.~pnpr~l Hosnital Final Hosnital Rill 22 00
.....'!=:1<'1 m.7",,...~hon Flowers 94 14
·.ii-l~i-I~t ~chwenk Familv Exemotion 1.000 00
~.
West'Ppnn Power Comoanv //Final Electric Bill 5 19,
Font';r~hle ~as Comoanv L Final Gas Bill 6 58
Rp11 1'e1enhone r.omoanv /Final Teleohone Bill 29 53
;
New Eagle Sewage "Sewage 10 80
1969 Taxe's ./227 80-..
5~Jo 61
'/:,hL 1 /'l...JWr;poJ/..
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF WASHINGTON
I.Margaret Schwenk HE:REBY CERTIFY.THAT.TO THE BEaT OF
MY I(NOWLItDGE AND BELIEF.THIt FOREGOING IS A JUST AND TRU E SrATEMENT OF DEBTS.FUNERAL EXPENSES AND EXPENSD OF
AOMINISTRATION SUBMITTED TO THE ESTATE OF 'Rudolph SChwe:gEu.e:;D.AS EOUCTIONlO FOR
INHERITANCE TAX PURPOSES.¥t /hi (_
.dJdl~'./IA &.-~\~~(L.S.l
D SUBSCRIBED BEFORE MoE:THIS .,DAY .
ust Ie ~~.'.~
STEPHANA NONACK,Notary Publlo
Uonora.Washington Cltunty,Pa.
My Commission Expires
Jan.29,197a