Loading...
HomeMy WebLinkAboutOC1969-0445 - ESTATE OF STONICKWILL BOOK NO.107 -'--::.-Ii--....,-.".-._---._.~---,.----,~-----~-_.--_._-------..-.-.---~_. ~~~.~-?4Jtdlt~~_~~~..._"_.._.~_~_~_~.~._.......,._.~-::::; !WILL OF APPLICA'l'ION FOR PROBATE OF \HLL OF !'lAfiGAF/E'l'S'l'ONICK-LA-TE'OF 947 WOOD STREET,CALIFOilNIA BOROUGH,WASHING,!'ON COUNTY,PENNSYLVANIA 'MARGARET STONICK DECEASED.PROBATE ONLY REGISTER'S OFFICE, WASHING'I'ON COUNTY,SS.: M.STONICK Before the Register of Wills of Washington County,personally appeared John W.Stonick who being duly sworn says that Margaret Stonick late resident of California Borough,Washington County,Pennsylvania,a citizen of United States died testate at Brownsville Hospital,Brownsville,Pennsylvania,on the 6th day of February. A.D.1965 at 5:45 o'clock a.m.,age 70 leaving an estate of the estimated value of None personality,and $15,000.00 realty,said real estate being located in California IBorough,Washington County,Pennsylvania,being house and lot situate at 947 Wood Street,California,·Pa. The decedent's legatees and devisees are as follows: NAME RELATIONSHIP RESIDENCE John W.Stonick Edward S.Stonick Son Son 116 Gillcrest Drive Clairton,PennsylvaniaI 118 Gillcrest Drive . Clairton,PennsylvaniaI ~I"• Testator has not married and no children have been born since the execution of the will, offered for probate. of my estate,both real and personal,wheresoever situate,in equal shares,to three of II Il'I I:;, i .I~j j1 { 1, j I, 6307 Pinto Place Springfield,Virginia John W.Stonick John W.Stonick Daughter W ILL----\. Sworn to and subscribed before me this 22nd. Russell Marino,Register and funer'al expenses as soon as he can conveniently do so after my decease. 1.I direct my Executor hereinafter named to pay all my just debts 2.I give and bequeath my piano to my daughter,Joan M.Stonick. 3.I give,devise end bequeath all the rest,residue and remainder Petitioner prays that the paper writing filed herewith dated August 6,1954 may be admitted to probate as the last Will and Testament of said decedent, day of March A.D.1965........ Joan M.Stonick Bozik .I,.Margaret Stonick of the Borough of California (formerly East Pike Run Township)Washington County,Pennsylvania,being of sound mind,memory and \ understanding,do hereby make,publish and declare this to be my last will and testamen·, hereby revoking and making void all former wills by me at any time heretofore made. my children,namely;John W.Stonick of Detroit,Michigan,Edward S.Stonick of D8trOit r Michigan,and Joan M.Stonick of California,Pennsylvania. 4.I do hereby make,constitute and e.ppoint my son,John W.Stonick rtobeexecutorofthismylastwillandtestament,and I direct that he serve without bond. In Wit~ess Whereof,I,Margaret Stonick,the Testatrix abovenamed,have hereunto subscribed my name and affixed my seal on this 6th.day of August in the year of our Lord One 'l'hou:;;and Nino Hundred and Flfty-four (1954). Margaret Stonick (SEAL) Slgned,sealed,published and declared by the abovo named Margaret Stonick,as Dnd for her last will and testament in the presence of us,who have I hereunto subscribed our names at her request as witnesses thereunto,in the presence Ofj !IsaidTestatrix,and of each other.I Mertln W.Timko J.Albert Heed 496 'WlLL BOOK NO.107 _.:.-_----~--------. \ '\I ! r, i :f~t (\ I I ~,.~ tf1, 1 J!I .-' I ....~.. II r Ii t l't ~ I,\ I, !:\ 'COUN'rY OF WASIIItIGTON,SS:I Register's Office,March 24 A.D.1965 Personally appea;ed J.Albert Reed one of the subscribing witnesses to the foregoing last will and testament of Margaret Stonick deceased,and on his solemn oath did say that he was present,and did see and hear Margaret Stonick,Deceased,the testatrix therein named,sign,seal,publish and decl~re the s8me as and for her last will and testament,and that at the doing thereof she was of sound disposing mind,memory and I liunderstanding,to the best of the affiants'knowledge and belief. I .Sworn and subscribed before me the day and year aforesaid.J.Albert Reed Josephine M.Douglas,Register lCOUNrY OF H.'SHINGTON,SS. REGISTER'S OFFICE April 9th.A.D.1969 Personally appeared William T.Creelan and Cecelia Mesher Hudipich who,after being dul qualified according to law,deposes and say that they are well acquainted with the handwriting of Margaret Stonick,Deceased,Testator to the foregoing Will dated August 6th.1954,anc that the signature of said Margaret Stonick is in her own proper handwriting,as they,the affiants,verily believe. One of Also,that the subscribing witnesses is not now within this jurisdiction. Sworn and subscribed before me the day ( )William T.Creelan ---and year aforesaid.( )Cecelia Mesher Hudip'ich Russell Marino,Register (\ And now April 9,1969,it being adjUdged that said Will has been proved,it is hereby iadmitted to probate. Russell Marino,Register \ I \ \ i !•I, , I '~ t ;', ,' r--U)« c::>0 -l CL --''''t..---.: ·. '..' ::cc...... ~O"l I ,fl~ _i--l ='1-;;: .:::-r--!.J-.. ,"j RCC-33 (4-73) COMMONWEAL TH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS RESIDENT DECEDENT COUNTY OF WASHINGTON IMPORTANT:This return must be completed in detail and filed in duplicate,with aU attached,with the Register of Wills of the County where decedent resided;Return is due within nine months after date of death,unless an extension is granted by the,Secretary of 'Re~enue.(Section 703 of the Inheritanc,e and Estate Tax Act of 1961.) IN THE MATTER OF THE ESTATE OF ' Late af Wa abington State of Pennsylvania County of Allegheny .}AFFIDAVIT OF ___~Ma-...r~(P,~T~~"'"fILEJ!ii!e~~LU'-!LS~L..!!~~~o!Jf}~E'!!!i!..l!;~~!.!::D:-:E::-C:-:E--D:-:E::-N-T"'-)------EXECUTOR John mlIl1JSDXJaDR.County W.Stonick William T.Creehan,Esq. John W.Stonick ExecutorX\1I~wca£-------------"---------------'---------- of the estate of the above-named decedent being duly sworn,depose S and say S Decedent died -=F'-'!eb_:.t!!rL.!U_a~r:.,yJ_~6~---,19~{testateleaving a last Will,copy of which is hereto attached..} (MONTH)(DAY)(YEAR)XXaGtX Name and address a~attorney or } ather authorized representative to whom.' all correspondence should be mailed. That as such Executor deponent is familiar with the affairs of said estate and the property constituting (EXECU TO R-ADMINI ST RATO R) the assets thereof and their fair market value. That at the time of death there was no safe deposit box registered in 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 ==~IN~W;,;"H;,;"I,;;;C;,;H";D;,;E;,;C;,;E;,;D;,;E;,;N,;"T.::,",;,R;,;;E;,;,N;,;T,,;E;,;;D;.,',;,;A,,;S;';"";,;,,F,,;E;.,D;;,;;E;.,PO;;.;;;SI:,,;T~BO;;,;,;X===I===~IN~N,;,;AME 0 R NAMES 0 F None RELATIONSHIP OF JOINT HOLDERS TO DECEDENT That the contents of said safe deposit box or boxes are itemized under Schedules of this return, wi th the exception'of the following,for the reasons hereinafter set forth: That Schedule A attache,d hereto and made part hereof sets forth fully and in detail all the real property in the Commonwealth of Pennsylvania of which decedent died having an interest therein.It also sets forth the mortgage encumbrances upon each parcel of real property at the date of death,giving the amount still due at death,name of mortgagee,date,rate of interest,and book and page of record thereof.It also sets forth in the columns provided therefore the assessed valuation of each of said parcels,the estimated market value thereof as of date of death of decedent. That Schedule B·attached hereto and made part hereof sets forth fully and in detail all personal property wheresover situated owned by the decedent at the time of death;all moneys left by the decedent at the time of death,whether in decedent's immediate pos session,standing to decedent's credit in banks of deposit,savings banks,trust companies,or other institutions,whether individ1.!ally,or in trust for any other person or persons giving also separately the accrued interest thereon,if any,down to the last interest day prior to decedent's death in the case of savings banks,and to the date of de.cedent's death in all other cases;all bonds,postal,' savings,treasury certificates or notes and other evidence of indebtedness of the United States to the de- cedent;all obligations,.whether,by statute or agreement they are designated as tax free,of the United States, or any state,or political subdivision thereof,or of any foreign country,which are owned at the time of death; all wearing ap,parel,jewelry,silverware,_pictures,books,works of art,household furniture,horses,carriages, automobiles,boats;ana any and ~il ~ther personal chattels of whatsoever,kind or nature,left by decedent, together with the fairly;estimated market value thereof;all bonds and mortgages held by decedent and·of all claims due and owing decedf:nt at the time of death,and all promissory notes or other instruments in writing for the payment of money of which decedent died possessed,of whatsoever nature,with interest thereon,if any,giving the face value and estimated fair market value thereof,and if such estimated fair·market value be less than the face value,it sets forth briefly the reasons for such depreciation as to each item;all moneys payable to the estate from life insurance policies carried by decedent;all annuity and endowment contracts the proceeds of which were payable upon the death of the decedent;all and the corporate stocks and dividends due thereon and unpaid as of the date of death,bonds and accrued interest thereon to the date of decedent's death and other investment securities owned by the decedent at the time of death,with the-market value there- of at such time. fa::~;!.~i.d;;.-=reL.t------- ....1.16.G.i1.J,.g;r..e.~.t p;r..t.v.e.~. (Street Number) Clairton Pa.15025..1 .. (City or Town and State) ", In the case of securities'of close or family corporations,the values reported.are as far as possible substantiated by financial statements of the corporations,showing the assets and.liabilities thereof as of the date of death.The schedule also sets forth the interest o'f decedent at the time of death in any co-partnership or business,and in support of the value of such interest there is annexed to said schedule,financial statements showing the assets and liabilities of said co-partnership or husiness. A copy of the co-partnership agreement,(if oral,a statement setting forth the nature of the agreement) together with a statem-ent setting forth the character of the business,its loca·tion,and such other'facts pertaining to the business as may be pertinent to a fair and just appraisal of th~decedent's interest therein must be submitted.:'It·should also set forth in itemized form,together with"the fair market value thereof,any other property owned or bequeathed by the decedent at the time of death. The Schedule C attached hereto and made part hereof sets forth a true answer to each inquiry contained therein and in the case of transfers ofproperty,real or personal,within'two years of decedent's death,in contemplation of decedent's death,',or intended to take effect in possession or enjQyment at or after death,said s~hedule sets forth the nature and value of such property,to whom transferred,the relationship of the'transferees to the decedent,the proportionate share received by each transferee and all other facts of a pertinent nature regarding said transfers.In the case of transfers intended to take effect in possession or enjoyment at or after death,there is also attached to the schedule a co~y of the deed,trust agreement or other instrument creating the trust.Ther.~is also set forth in said schedule a list of all property,real and personal,with its value,which passes at decedent's death by virtue of the exercise by decedent,.either ,individually",orjoin:tiy With another,or any power of appoint- ment vested in decedent,either indiVidually or jointly,:by the wi1~"deed,or other instrument of another, with a copy of the instrument creating Such 'powef attached to the'schedule. That Schedule'D attached hereto and made part hereof sets forth the names and addresses of all persons beneficially interested in this estate at the time of decedent's death,the nature of their res- pective interests,their relationship,if any,to the decedent,together with the ages at the time of decedent's death of all minors,annuitants and beneficiaries for life under decedent's Will.It also contains a statement shoWing which of the beneficiaries named in the decedent's will,if any,died prior to decedent,the dates of their death,their issue,and the relationship of such issue to the beneficiary. That Schedule E attached hereto and made a part hereof sets forth all property,real and per- sonal,owned by the decedent jointly with another or others,including intangible,standing in the name of the decedent and'others,PIUS the date and place of record of instruments effecting the vestiture of real estate and the date of acquisition of personalty,plus the name,address and relationship,if any, of co-owners to the decedent. That Schedule F attached hereto and made a part hereof sets forth fully and in detail all debts and deductions claimed for'and on behalf of this decedent's estate,including funeral expenses paid; family exemption,where applicable;costs of admin1stration of this estate;counsel fees and fudiciary's commissions paid or to be paid;cost expended for burial trusts,tombstones or gravemarkers,and reli- gious services,in consequence ~f the death of the decedent;debts and claims oWing anrl unpaid at t1me of death;taxes accrued chargeable for period prior to decedent's death (except those allowed under Section 651 of the Inheritance and Estate Tax Act);together with a statement of cOllateral pledged for obliga- tions,if any.It is agreed that the fiduciary will present proof of said claimed obligations upon re- quest,that if the amount actually paid in settlement of any fee,commission or debt is less than the estimated amount claiming and allowed,that the same will be reported to the Register of WillS,and that the amount of tax assessed can be reassessed in accordance therewith, That the totals of the appropriate columns in Schedules "A","B","C","E",and "F"as directed therein, have been carried forward and properly registered in the Summary. Subscribed and sworn to before me this 2.Qt.b..:;.,"'.-,!' . ,~i" ~'.'..'J 74.......................................................'day ~qP,e..I 19 .. __._m~~.~"~m._ Pittsburgh,Allegheny Co.,Pa.. My Commission Expires .Ienuary 7.1975NOTE:Before signing .affidavit make sure all blank spaces in the affidavit and schedules annexed are filled in with details or the word "None",anrl in case the assets include rare and unlisted securities, securities of close or family corporations or an interest in any co-partnership or business,that the data and 'statements re~uirerl under the paragraph above relating to Schedule "B"are attached.Also make certain'that column #1 in the "Summary"has been properly completed as above-directed. •RCC-34 (4-73) COMMoNwEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS TRANSFER INHERITANCE TAX RESIDENT DECEDENT SCHEDULE "A" REAL PROPERTY Real property in Pennsylvania,with statement of mortgage encumbrances upon each parcel at death of dece- dent.Property held by the decedent as tenant;in common with another or other,should be identified as to quantum of interest and the estimated value should be that of the decedent's interest only.(Property held as joint tenants with right of surviorship or tenancy by entireties should be reported on Schedule ICE.") The real property located In the Commonwealth of Pennsylvania should be described by lot and block number,street and street number,together with a general description of the property,with a reference to the record of the conveyance by which the decedent took title;If 0 farm state number of a- cres;also statement of mortgage encumbrances upon each parcel at death of decedent.Taxes,assessments,accrued Interest on mortgages,etc.,are to be listed on Schedule ifF"and must not be deducted from this schedule. (1) ASSESSED VALUE FOR YEAR OF DECEDENT'S DEATH (2) ESTIMATED MARKET VALUE (3) DEPARTMENT VALUATION CAUTION (Do not write In thIs space) ALL that certain lot or piece of ground situate in the Borough of California,County of Washington and State of Pennsylvania, being bounded and described as follows: BEGINNING at a point in the public road leading from the Borough of California to the Borough of West Brownsville at the di- viding line of land now or late of Harris BUlders and Supply Co.,said point also being N 28°36'E,a distance of 245.95 feet from lands now or late of McCrory:thence from said point of beginning along the line of lands now or late of Harris Builders and Supply Co.,the following two courses and distances:(1)N 62°23'W,a distance of 308.03 feet to a point:and (2)N 28°l7'E, a distance of 306.10 feet to a point:thence along the line of lands now or late of .e.,"-~.." Savage,S 55°55'E,a distance of 150.06 feet to a point on the line of lands now or late of Harry Becker:thence along the line of landsnow or late of Harry Becker,the following two courses and distances:(1) S 27°20'W,a distance of 80.07 feet toa point:and (2)S 62°40'E,a distance of 158.69 feet to a ~oint:thence along said pUblic road,S 28 36'W,a distance of 207.98 feet to a point a~the place of beginning., ....HAVING erected thereon a two story frame dwelling. ~2,820.00 Insert this total opposite "real property",Schedule "A"in the X X X X X IIAs Reported"column on the last page of this return.. ., RCC'-35 COMMONWEALTH OF PENNSYLVANIA TRANSFER INHERITANCE TAX RESIDENT DECEDENT SCHEDULE "B" PERSONAL PROPERTY INSTRUCTIONS:This Schedule must disclose all tangible and intangible personal property owned individually by the decedent,at the time of his death.Property owned by the decedent jointly with another or others must be listed under Schedule "E".Intangible personal property,titled in the name of the decedent,but payable at death to another or others,including but not limited to P.O.D.U.S.Savings Bonds and tenta- tive trust accounts,must be listed,despite the fact that they are not of the administered estate. Tangible personal property should be listed first (e.g.jewelry,wearing apparel,household goods,and furnishings,books,paintings,automobiles,boats,etc.) Intangible personal property,such as bonds,treasury certificates,cash on hand and in bank, stocks,mortgages,notes,together with accrued interest or dividends,salaries or wages,insurance pay- able to the estate or fiduciary in said capacity,partnership interests,interest in any undistributed estate of or income from any property held in trust under the will or agreement of another,even though located outside of the State,at the time of death,should be listed in this schedule. Item No. ITEM List and describe fully UNIT VALUE ESTIMATED MARKEr VALUE DEPARTMENT VALUATION (Do not write in this space)• Household furniture per list in Office.400.00 400.00xX$Insert this total opposite "Personal Property",Schedule "B"in the "As Reported"column on the last page of this return. _---.1 --I...__I----I--'1I-J1 1 If'i/oO .~ COMMONWEALTH OF PENNSYLVANIA TRANSFER INHERITANCE TAX RESIDENT DECEDENT SCHEDULE "c" TRANSFERS (1)Did decedent,within two years of death,make any transfer of any material part of his estate,without receiving a valuable and adequate consideration therefor?(Answer yes or no)~~~O=-__ (2)Did decedent,within two years of death,transfer property from himself to himself and another or others (including a spouse)in joint ownership?(Answer yes or no)~O (3)If the answer to (1)or (2)above is in the affirmative state:I.A. (a)Age of decedent at time of transfer _ (b)State of decedent's health at time of making the transfer.(Note 1). (c)Cause of decedent's death.(Note 1). (4)Did decedent,in his lifetime,make any transfer of property without receiving a valuable or adequate consideration therefor which was to take effect in possession or enjoyment at or after his death? (Answer yes or no)~~~O~_ (a)Was there any possibility that the property transferred might return to transferer or his estate or be subject to his power of disposition?(Answer yes or no)I.A. (b)What was the transferee's age at time of decedent's death?I.A. (5)Did decedent in his lifetime make any transfer without receiving a valuable and adequate consideration therefor under which transferor expressly or impliedly reserves for his life or any period which does not in fact end before his death: (a)The possession or enjoyment of or the right to income from the property transferred? (Answer yes or no)__-=N~o~_ (b)The right to designate the persons who shall possess or enjoy the property transferred or income therefrom?(Answer yes or no)__~~~.~O~__ (6)If the answer to (5)(b)above is in the affirmative,state whether the right was reserved in decedent alone or 0 thers -'I:OUO-.AA"...~:__------ (7)Did decedent in his lifetime make a transfer,the consideration for which was transferee's promise to pay income to or for the benefit of care of transferor?(Answer yes or no)_.""l;toa;Q......._-- (8)Did decedent,at any time,transfer property,the beneficial enjoyment of which was subject to change, because of a reserved power to al ter,amend,or revoke,or which could revert to decedent under terms of transfer or by operation of law?(Answer yes or no)~~~O~___ (9)If the answer to (8)above is in the affirmative,was the power to alter,amend,or revoke the inter- est of the beneficiary reserved in the decedent alone or the decedent and others? (Answer yes or no)I.A.· NOTE1:The answers to these questions should be supported by affidavit by the attending physician as well as a copy of the death certificate. NOTE 2:If answer to any of the above questions is yes,set forth below a description of the property transferred,it's fair market value at date of death,dates of transfers and to whom transferred,with relationship of transferees to decedent,if any.Submit copy of any trust deed or instrument,if trans- fers are claimed to be non-taxable,also submit detailed statement of facts on which said claim is based. NOTE 3:List applicable property below in manner in which provided in Schedules A,B,or E. ITEM None DESCRIPTION MARKET VALUE (Estimated) ~one. DEPT.VALUATION (Dept.Only) Insert this total opposite "Transfers",Schedule "C"in the "As Reported"column on the last page of this return.(J RCC-37 (12-63) CO!\tl\lO:'IlWEALTII OF PENNSYYLANIA TRANSFER INHERITANCE TAX RESIDENT DECEDENT SCHEDULE "0" BENEFICIARIES \ h 0 \ -RELATIONSHIPBENEFICIARIESANDADDRESSES(If step-children or SURVIVED DATE INTEREST OFStatefullnamesandaddressesofallwhoillegitimatechildrenDECEDENTOFBENEFICIARYaveaninterest,vested,contingent or other-are involved,set STATE YES IN ESTATE wise,in estate)forth this fact.)OR NO BIRTH John W.Sf-nn;roll-Son Yes 11/3/21 Devisee 116 Gi11crest Drive .\- Clairton.Pa.15025 Edward S.Stonick Son Yes 3/21/24 Devisee 118 Gi11crest Drive Clairton,Pa.15025 Jn~n M....·roll-Bazik Dauahter Yes 4/5/26 Devisee 6307 Pinto Place Springfield,Virginia 22150 - . .,, I .. r Deponent further says that all the above-named beneficiaries are living at this time.~~~~ NAME DATE OF DEATH RESIDENCE OF THE ESTATE OF REPORT AND APPRAISAL ~IATTER OF THE APPRAISEMENT (Executor-Administrator must complete "As Reported"column #1.) 0 ....,'"0 ~......(l)(l)0 II)...e.til ::l til til til 0 it'::l '"0....,e.......0II)til><'"O~II)c-......ro .g ~ trl CD....-+.til '<.-+II).-+(l) enc::~ ~> II ~,,--->-<:W C/)ennn?"?"?"n ~~• Year .. DJ THE !No. ~:rgClrf!~.~1=.(m:i.C:k Deceased Late ofaQr.o~gl;l.9.f GCl:L~.f.c:>:rJ:l:iCl... Commonwealth of Pennsylvania County of WCJ.e1l:li,ng'l;<m ... Will Administration ~~-&>~~~. . .:.....:::.....-:,J:::.:..:~..:::..~ :,J:::.::::,J:::.(:) :0:::.:0 o'~-• • . "(l):0 :0 '00"'..... :.:.:.,0 '-' :0 '0 0 ~ :0 :0 0 ~ '-' WILLIAM T.CREEHAN JONES,GREGG,CREEHAN AND GERACE 1010 Grant 'Bui1ding Pittsburgh,Pa.15219 261-6400 ""'~-&>~""'~ >'"t:l11:.-..,"2't-:.:>...'-'3 ::lC':c... COMMONWEALTH OF PENNSYLVANIA TRANSFER INHERITANCE TAX RESIPENT DECEDENT SCHEDULE"E" JOINTLY OWNED PROPERTY INSTRUCTIONS:This schedule must d.isclose all property,real and personal,owned by the decedent jointly wi th anot.her or others,including intangibles,standing in the name of the decedent and others.List real estat.e first,as entireties,or joint tenants,giving brief description,as indicated under Schedule "A",plus the date and place of record of instrument effecting vestiture,but do not include entireties or out of state real estate value in estate valuation column.Personal property should be listed as in Schedule "B",plus date of acquisition,and the name,address and relationship (if any)of co-owners to the decedent. Description of Property,Date of Acquisition,Name Address and Relationship of Co-Owners,and Place of Record of Instrument,where Real Estate. Unit Value percentage Share Estate Valuation DEPARTMENT VALUATION CAUTION-Do not Write In This Space. Value of Value of Entire Decedent's Property Interest None Rone. Insert this total opposite "Jointly Owned Property",Schedule "E"d in the "As Reported"column on the last page of this return. 'r - ,;.,•..- RCC-8\(6-73) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS HARRISBURG 17127 NOTICE OF FILING OF APPRAISEMENT J ohn Stoni~k (Executol or Adm ini strator) IN YOUR REPLY PLEASE REFER TO Inheritance Tax Division j In Re:Estate of _......:M:..:..a::.:.r=-=ga==-r-=-e-=-t_S-=-t...:.o.::.:n:..:..i...:.c_k~_ __Wa_sh_J._·n~g=-t~o=--n__Cour:ty _FiIe No.__6~3_-_6_9_-_4_4_5 _ Dear Mr.Stonick: You are hereby notifjed that the -:-:~Ou.r...Ji4g;Jiun:1Ja~1:!:-:-_.--.-_ appraisement in the estate of·Margaret Stonick has been filed in the office of the Re~ister of Wills of Washington County on Ja1 y 22 .,19~4,Said appraisement reflects the following valuations:' ReaI Estate------.:I:l~4,-\dO'_\:lO'_\:lOl....-l,;O'_\:lO'----- PersonaI Property----4Q,.O~O-.+lOlflOl-----Transfers _ Jointly Owned ~-,-~-~~--- TotaI --=1:...::4~,......:4_=.O_=.0_=_•.=..00-=--__ As to such tax that is paid ....ithin three months from date of death,a five (5%) percent discount is allowable.As te any tax that remains unpaid after nine (9)months (fifteen months when death occurred fron December 22,1965 to June 16,1971,inclusive; and twelve mon~hs when death occuned prior to December 22,1965)from date of death, interest at the rate of six (6%)percent per annum is charged. Any peaty in interest who is asgrieved by this notice may object thereto within sixty days after receipt of said notice as provid.etK;dbySect·on 1001 of the Inheritanc.e and Estate Tax Act of 1961,72 P.S.2485-1001,P.L 37 •~. Date July 22,1974 Signee V~ Title ~/ DATE OF DEATH:·February 1,6,1965 Note:This is not a bill. 'RCC-39 (5-68) COMMONWEALTH OF PENNSYLVANIA TRANSFER INHERITANCE TAX RESIDENT DECEDENT SUMMARY Estate of STONICK,MARGARET (Last Name)(First Name)(Initial) DATE OF DEATH 2-6-65 FILE NO.63-69-445 REPORT OF INHERITANCE TAX APPRAISER WASHINGTONI,the undersigned duly appointed Inheritance Tax Appraiser in and for the County of _ 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". Dated:July 22,1974 ~.J~~TAXAPPRAiS8r ISTER OF WILLS REPORT OF THE REGISTER OF WILLS .,,--",..,~ Dated:~23 W7¥KUSSELL MARlN~ ~~ I,the undersigned duly elected Register of Wills in and for_--':~~~;;;:~~!!!III-.r-County,Pennsylvania,do respect- fully report that I have allowed deductions in the amounts claimed by depon those items where a greater or lesser amount is set forth in the last column to the right in Schedule "F",esser amount represents t.he sum allowed as a deduction. 14 nnn nn A"""" 14.400.00 3.613 80 10.786 •20 VALUE AS REPORTED VALUE AS APPRAISED VALUE AS REAPPRAISED $$$-------+-- 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 $ E $ $ C $ (*)As evidenced by Charitable Exemption Certificates issued by the Secretary of Revenue. COMPUTATION OF TAX $?l c:;'7?PAID 7-18-74 $------+--Rec.#D33501 $-------+-- $-------+--$--------1--- $========== $======9 $-------1 ___--JL- TOTAL TAX BALANCE :------.1~ PAID $...JC BALANCE OF INHERITANCE TAX DUE Add interest at rate of 6%from_____to _ AMOUNT OF ESTATE TAX ASSESSED $------.1 Estate tax paid $--' BALANCE DUE Add interest at rate of 6%from ------{to----- Less tax previously paid BALANCE Less 5%of tax if paid within 3 months after death TOTAL TAX FOR USE OF REGISTER ONLY Tax on $10,7Se ~O-2% Tax on $6% Tax on $5% Tuoo$1~ Tax on $15% Exemptions * Total Estate--------l-__ 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. WAdill ...{No....ministration \ IN THE .Year .. MATTER OF THE APPRAISEMENT OF THE ESTATE OF Deceased Late of . County of .. Commonwealth of Pennsylvania REPORT AND APPRAISAL • ~---------------------- Form HeC-2 •DEfiAltTMENT OF REVENUE BU&EAU''OF COUNTY COLLECTIONS IlABRISBURG,PENNA.17 127 COMMONWEALTH UF PENNSYLVANIA RESIDENT INHERITANCE TAX APPRAISEMENT DATE J.:Mly Z..2.,19.7.4 . COUNTY W.~~.p..!~.g!;..9..!l.~. FILE NO•.............~.~..:.~.~~.~.~§. Whereas,}~AB:QA.R~T..~.!.9NJ.;.G.K late of GALIFORNIA . in the County of _:w.A~.HJ.;.NQr..Q.N.,Commonwealth of Pennsylvania,having died on the 6..th day of F.EBR.U.ARY...................................19 6.5,seized and possessed of an estate subject to Inheritanc nder the laws the Commonwealth of Pennsylvania; Therefore,I,~~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 foIlowing 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. Description of Allet Realty: See Schedule "A!'of appraisement PersonA.l : See Schedule "B"of appraisement Total Unit Valuas $ Appraisement Made for InheritanceTaxPurpol8s 14 001~.00 400.00 14.400 00 II1---------~----------------1-----tt----t---1 I-----~------------,-.---------~--t---tt-----+-- Havmg been duly sworn accordmg to law,I do hereby certify at the above appraisement IS made m con- formity with law on this d...d ..(.']..':7:.~day of ../;::.d.;.J.~.(./4.:.............................................19))/-. ·······..· ·..· ·················~~..·4·,.~~Z;:,3v~.......r;;;2~(f:.'I-~,?/r..~C--"l~..................... •~eet) ..................................................................................................................................,Penna. (Polt Oftlee) / WASHINGTON County ~/ " /"'" I~. •/'<, RESIDENT INHERITANCE TAX APPRAISEMENT Estate of Margaret Stonick Deceased. Late of CALIFORNIA .,/'<'- N 7 ·~'I··," Date of Death,¥..~~.~y.~X §,:.t..~.§.~. Appraisemellt Docket Vol 37-0'. Pa e 206-5 T 6J-69-445g,,Ao. Filed in Register's OfJice,~.~~y.~.~.'..19 74 Amount of tax due,$. DEPARTMENT OF REVENUE Received, Examined and Approved,.. Wrote abo,ut A ppra.isement, Appeal fMm Appraisement,.. Entered and charged,'.. c:: .. ~ (, /, ·r ./.~ r I /' -j ,. , Form RC ColO DEDUCTIONS ALLOWED IN ~.,JUL 2 3 197¥KU~S£lL MAlt 0STATEMENTOFDEBTS;'OFFICE OF TME ~THE~O~,~____.•,S'~'h~--REGISTER OF WILLS AND DEDUCTIONS ,~ov........4 .....................................................OF WASHINGTON COUNTY AND AGENT Of'THE COMMONWIiALTH i I~-I I &~..............! 11 Regmer\.ot\Wills,Age"!- ESTATE OF MARGARET STONICK LATE OF California Borough,Washington County DATE OF FILING APPRAISEMENT DATE OF DEATH February 6,1965 DATI!:NO.OF NAM&:OF PAYEE REMARKS AMOUNTVOUCH"" Calliffee Funeral Home Funeral expenses 2,065.00 Monongahela Monument Compan'Tombstone 600 00 Brownsville Hosnital Hosnital hill ~hn Inn 1965 Real Estate Taxes 268 80 M~;~nn 'D~""'~;r<::! to Real Estate 320 00 - ']."/3.fO COMMONWEALTH OF PENNSYLVANIA }s.:COUNTY OF ALLEGHENY I,JOHN W.STONICK HEREBY CERTIFY,THAT.TO THE BEaT OF MY KNOWLI!:DGE AND BELIEF,TH!!:FOREGOING IS A JUST AND TRU E srATEMENT OF DEBTS.FUNERAL ENSES AND EXPENSES Of' ADMINISTRATION SUBMITTED TO THE ESTATE OF Maraaret S£Qnick EClEA8ED,AS DEDUCTIONS FOR INHERITANCE TAX PURPOSES.)~-/lA/'~~:'j (L.S.l1mSWORNANDSUBSCRIBEDBEFOREMETHISDAYOFI:a:;~~'"74n;;;ffi ~i.ku~){_ Bernadette M.Creehen,Notary PI:I1l1k Pittsburgh,Allegheny -Co.,Pa. My Commission Expires January 7,1975