Loading...
HomeMy WebLinkAboutOC1969-0485 - ESTATE OF KAVOLAKForm No.15 (1960) Will Washington County Bar Association j Washington,Penna. J ~"q_>//.:!~_LP._j -W /7 {/-....-j 14tt!1t Btll att~IDrl1tamrut I,J..QSE.P.H F.•....KAV.O.LA.K _ _ _ _ _ _ _ _ _ _ _ _ _ , of _C.~.D.t.Q.D.T.\9.WP...!;l.h.;t.P.J.W.a.~.b1.ngt.9..P..._c..Q:unt.y..J.p.~nn~.Y.:l..Y~.p..t~___ _ , ~ being of sound mind and memory and understanding,do hereby make,publish and declare this to be my Last WPl and Testament,in manner and form following,hereby revoking any will or wills heretofore made by me. First.I direct that all expenses attributable to my last illness and ·funeral be fully paid and satisfied,as soon as conveniently may be,after my decease. Second:\ I give,devise and bequeath all of my estate in one-fourth 1 (1/4)equal shares to my four children,Carl Kavolak,Jennie K.Comer, Alfred Kavolak,an~Virginia Lonskl. \1~ 1 do hereby make,constitute and appoint my son,CARL KAVOLAK, to be my executor +~ of this my Last \-Vill and Testament. IN WITNESS WHEREOF,I JOSEPH F.KAVOLAK,the Testator above named,have hereunto subscribed my name and affixed my seal,the 4th day of March in the year of our Lord one thousand nine hundred and sixty-s'ix. /!~//g'L /,'/-,,/f ()l ,,'j',r"/"/")'".,",rI--"--"~7""L...,_",,,e.~..£..UJ:..~_(SEAL) ,J Signed,sealed,published and declared by the above named ,as and for his JOSEPH F.KAVOLAK Last Will and Testament in the presence of us,who have hereunto subscribed our names at his request as witnesses • thereunto,in the presence of said testat or ,and of eac;h other. (),(J''/." ..fJ.1r.1-::J.__r]1..(h:\.,;_-C .cJ.,_L..:..I_jJ;j.Q.:,~l:J _._. .~~~'(;.....~~.:-...:~~.,~.-f!.:-;..~'/Y:~r;..:..--_.'(i",fi·I;,,?;-.,c,.;ji,,;)._~j,("!>~-'v-;<iI"I _1 .-.p ,.'7.....y-:...,Yf"...#-.4!P.~~~ i : I ~ii 0'~-<l) tID ~! ...., en s:iCll I i ....-M-M I 0.0 ....;<l) 'Os:< tsi:0 ~ r-lCll --=t :i :> ..-I> I ~ .:;:$r-l ~0 0 0>1:0 ~ .~ :>.'0 tf.)III '+<~!Xl r:t:l+'S:< •0 .-< IDs:< .-< ..p It> •....~t~ ~ss:. --0 =:r.: <l)~ (:t:s:is:i .... ,.~..... 000 ~ '+<"U P-l+,+, "U <l) "U .tlOtlO 0 ~~ .•s:i s:< 1 C\$0 O-M~ u "U <l) .c..c:: <l)~ •III III :>v ~~~ 0 "U bJJ ~~C\$ ~C\$~ •~___.~~":..............~O:-=-""_.•'__...__W'.;;'-;::'--"• ~3-~r-tff-s Affi~auit (@f iExrrutnr (@r i\bmiuil1tratnr j;tatr of 'rnnayluania,~ss: C!lounty of Baal1tngtnn \ Personally before me,the undersigned authority,a N.Q.tar.y,f.UQl1.c...in and for said County and State,appeared QAR.I.!KAY..Q.LA:K who,being duly sworn according'to law,deposes and says that he is the executor~of the estate of ..............J.~HJ.e.p.h F..,K.~y..Ql.~deceased,that the foregoing schedules constitute a complete inventory and appraisement of the real and personal estate of....;..J..Q.~.e.P.h ...F..~.....Ka.Y..Qllil-k.........., 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 vclue of said items as of the date of the decedent's death,based upon a just appraisement of each ,-item made bythe above named Executor ~ . -Swor;~~d subscribed before me this...ls.t..........l ~~ ~.day of~~::t.Qb·~.fz=·=~1 ~g:......~.L . ............/~~~~.. N,otery'Public.Washington,Washington Co.ADDITIONAL INSTRUCTIONS 1.A~~~filt~:fuWst>~llfi1t.d1!1rithin three months after appointment 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 3Juututnry null i\pprnispweut of the goods and chattels,rights and credits which were of···..··.·.J.Q.sE.P.H F.KAY.0LAK Jate of Q.an:t.o.n ~Q:w.nshi;p.. Washington County,Pa.,taken and made in conformity with the above affidavit. I PERSONALTY: Household goods and furnishings Cash REALTY: Lots 86 and 87 Tylerdale Land Company Plan, Canton Township,Washington CO'lUlty, Pennsylvania (D.B.518 page 251) DOLLARS 8522 800 CENTS 00 50 00 4907 50 ,.... : jD'/t/ ~~0-(p 7-4fs- Inventory and Appraisement IN THE ESTATE OF ,~~'",~.:•.f'~~~.':'....- /4 .....J .\.'.'".-,,\.,'\~9..§~.~B;;E.~K~.Y.9.~M .. Filed ,19 .. '<et:; ~--t ;~~ ,01>-'1'"J ~ .W G")c::.::r:-cn'-'cn(f)~--I;-;y,G')n,1_ .-/;U r--<:>~o-":11 3: ,C':)~J>.Q~'::o:-~~"~,-.,r:-<::;"r:t~..K,(::)!=r0 .~. --c :::::...:::r-~ c.r, ~ .......---r..---.~.I -!- ...............,~-,,<r......;~ n'l t:::J... .~.\ tvO fVlt(.8D ff~£&-~~J&Q ( ~9 I WM.C.PORTER,ESQ. 307 Washington Trust Bldg. Washington,Pennsylvania 15301 Form No.RCC-62 (7-69)THIS FORM REQUIRED IN ALL ESTATES WITH GROSS ASSETS UNDER $10,000.UNDER SECTION 701 EF"EC'I'IVE JANUARY 1.1962.(FILE IN OUPUCATE WITH COpy OF WILL ATTACHED) OFFICE OF THE REGISTER OF WILl.S County of ..~A~~;r.:tife;t~.Q~. ...............P.f\.l.l:J:.,..~~:V:QJ;.,M of G~.t;Q:p.."l'9:w;n.~hi,p . (Narne)(Address) being duly ~w..Q.m .according to law,deposes and says that he is the ~~H~:u...t_Q;r _ (Exec.,Adm.,Legatee,Etc.) of the estate of J.9_S.~.fJL_f_.!:KAYQ;I;,._.AK whose l~st residence was ~__Eliz.ab_e_th__S_tr.e.e.t...._ (No.)(Street) __Can.tQ.n_._~Q:w.n.shiIL .deceased,and that the whole of the estate of said decedent,who died __April.-JI ,-.-~969 (City,Borough or Township)(Da;r consisted of: REAL PROPERTY REAL PROPERTY IN PENNSYLVANIA,WITH STATEMENT OF MORTGAGE ENCUMBRANCES UPON EACH PARCEL AT DEATH OF DECEDENT, WHERE PROPERTY HELD AS JOINT TENANT OR TENANCY BY ENTIRETIES,GIVE NAMES,ADDRESSES AND RELATIONSHIP OF OTHER OWNERS. Real Estate Estimated Value lerdale Land ComLots86and8 --li~hhl.lI·19.t.QU.-.G.ocun.:~--..fJam:~l.YsIll.La.,.......and..J:lHe.lijl.ng....hcm..s.e.....J~.c..t.c:td-_-+-__~l\-­ thereon (D.B.518 page 251).Actual~~s~e.:::;ll~l.~·n:=.t:::l-~~~~8~O!..l:O!.!..~O~O__t-_----i~iH1 Personal Property ~8 Cash r·imbursement from 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..J Estimated 'Value None Transfers within TWO YEARS Prior to Death 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 IN WHICH DECEDENT RENTED A SAFE DEPOSIT BOX None THIS SAFE DEPOSIT BOX RENTED IN NAME OR NAMES OF BENEFICIARIES RELATIONSHIP OF JOINT HOLDERS TO DECEDENT BENEFICIARIES AND ADDRESSES RELATIONSHIP SURVIVED AGE OF LIFE (If step-children or DECEDENT TENANTS OR INTEREST OF(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 Ca:rl Kavolak Ron YAP.One-. Washington.Penna. -Jennie K.Comer Daughter Yes One-fourth Washington,Penna. Alfred Kavolak Son Yes One-f'o1ll'th W~p.hinQ'ton "P""nna. Virginia Lonski n -,-YAP.One-f' t-l£:lQhinL'J't.nn TI NOTE'L~st fi~st five items in t}le ,spaces so provided,observe notations thereon,and instructions DEBTS AND DEDUCTIONS CLAIMEDRESI;f>ENT DECEDENT a •._.-..........._--j $8~11FuneralexpensespaidMay3,1969AbelFuneralHome DEBT OR CLAIM NATURE OF SAME '"AMOUNT THIS COLUMN~--_---':::"=":::"":-"':::":':-::===----·-----r--------=-c::..::..::-=..:=-=--=--::.:..::c~'---------,------=---"-'----.--ioREGISTERONLY OC $ Familyexemption (will not be allowed unless decedent died residing with a spouse or children.) Estimated William C~Porter Administration Expenses • Counsel fees • ~O OC ~oo On! Carl Kavolak Fiduciary commission •;:>00 ()() OTHER DEBTS AND CLAIMS (.)See Note below Ambulance and Chair Servic e 23 00ObserverPublishingCo.F1.meral notice 2 00Mrs.Mike Brytus Cleaning decedent's house 10 00MariePchinowCleaningdecedent's house 10 00Dunbar-Wallace Lumber Co.Chain guard for front door 1 33Rev.Stanley Zolnierzak Funeral Services 15 00BellTelephoneCo.Final bill 1 03WestPennPowerCo.Final bill 4 33ColumbiaGasOfPa.,Inc.Final bill 25 67CitizensWaterCo.Final bill 2 22WashingtonHospitalServicesrendereddecedent200CountyTreasurer1969Countytax1086 Fether1in &Carl Agency Commission on Sale of Decedent's Real Estate 288 ~ 1,699 44 Total "I J."I"I II.I- Note:The estate agrees to advise the Register of Wills if the amount actually paid in settlement of any fee,commission 01'debt is greater or less than the estimated amount claimed and allowed./i II ~//J Subscribed and sworn to before me this.. . . . . . . . . . . . . . . . . . . . ..~. ... ....~~ (Exec or-~~)l(m1mlCJ .........ls.t day of .oc.taber ,1969. ...........~~~. Notary Public.Washington,WashIngton CG. -My Co!llflllssioft uililes JUn6 28,1911 ..2215..J eff.er.s.on .AV.enue.. (Street Number) ..W~.s:p,i,.ng:t:;~:m.,..Penn$yl.vani.Gl..1530.:1. (City or Town and State) ..~~~i.~~.~~~~.~Ul.{:~~~3L~l..~i.n.gd::::~'..1.d~!Jf~~.~~~~~.~~~:.~:~e.~~~~in confor~with law ~on this ......1 '1:it.....c..~~1I...JL..<..d ........~~:R../.l..A-./ApprRI r _ In the event that any future interest in this estate is transferred in possession or enjoyment to collatel eirs of the decedent after the expiration of any estate for life 01'for years,the Commonwealth hereby expressly reserves the right to appraise and assess transfer'inheri- tance taxes at the lawful collateral rate on any such future interest. REPORT OF THE RE$HS~1ERFWILLS I,the undersigned duly elected Register of Wills in and for .li,r~. .County,Pennsylvania,do respectfully report that I have allowed debts and deductions in the amounts claimed by d onent,except as to those items where a greater or lesser amount is set ~orth in the last column to the right in said schedule above,which greater or lesser a~t represen;,s t~e ~~eduction. Dated..\11.~/R./../9{;.J ". .1.~~t~;~f Wil'l~'. ~ .... Form No.RCC-62 (7-69) Will '.)l . Administration SN6.: .;Year . I IN THE MATTER OF THE APPRAISEMENT OF THE .E&TATE OF ......J.QSEl?E:..F t •XAY.QLAK . Deceased ---~ Late of .Cantmi..Township ...',,::,'-';~J.~,'~;," .-;~::0 en ~f-';~~.~--'.-).....'rTf ;:0 t.o '"_'',' .•V')0 c;::-.-_.-.~ County of .:~i.4~gtp~...r-:-;.~., ~o -,irt "'-.~',1"11 __•-"'""J ,-...-f::U ~.c-l _• Commonwe,~4::9;:ennsYlvanib -:1~-',. .0 ~h:':J::,a..f '9 ~,5;;::r -:_-,'~.~..--:--'-........_.-.R~~~T~ND MPRAISAL ~l! CJ'1 J ~ V'I WM.C.PORTER,ESQ. 307 Washington Trust Bldg. Washin_gtonL~Pe!ll'l§'.15301 .' R CC-81 (2-64) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS INHERITANCE TAX DIVISION NOTICE OF FILING OF APPRAISEMENT CARL KiVOLAK (Executor ~. IN YOUR REPLY PLEA.E REFER TO 37-209-3 / In Re:Estate 0 f ---.,;,:J:....:°:.:S:.:E::P....::H:.....:..F.:.•...,:KA:.::.:..V.:..;O::::;:LA=::K:...-_ _______....::W~A~S~H::!::I~N~G~T~OO~County -File No. Dear Mr.Kavolak: 63-69-485 You are hereby notified that the original appraisement in the estate of Joseph F.Kavolak has been filed in the office of the Register of Wills qf Wasbjngtan County on November 12 ,19~.Said appraisement reflects the following valuations: RealEst ate _--'-4..;.:,~8,...,O""0..,...-.OO"'"'"--- Personal Property I_O_'7_,_50 _ Transfers ----------r-...,"""""........~--Total --,__4:...:,~9;...O~7...:•..::.5.....:0 _ 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. Title Date N--=-ov.....:em....:..:.b.....:e.....:r:.........:12::......:,:-..::1:..:9~6;..:9 _Signed -!-f.6:~::.....:..-~~~~.....A:.::!:.:::-..:2:lb-t~ W.R.CHANEY,APPRAISER DATE OF DEATH:April 4,1969 Note:This is not a bill. COMMONWEALTH OF PENNSYLVANIA TRANSFER INHERITANCE TAX RESIDENT DECEDENT SUMMARY Estate of KAVOLAK, (Last Name) JOSEPH (First Name) R. (Initial) DATE OF DEATH_....:4!....-...::!4:--~69f..-_FILENO.63-69-485 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 itern in the last column to the right in Schedules "A","B", "C",and "E". 11-12-69 04-~-69 Dated:---=------=:c,--.,....:....------ REPORT OF THE REGISTER OF WILLS I,the undersigned duly eiected Register of Wills in and for Washingtoo 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.f':)Cl./:£.oJ .•_...""'1 Dated:11-12-69 I ~//J.Vlr-v-vv REGISTER OF WILLS ~W- 107 50 L..9(17 50 1.699 44 3,208 06 VALUE AS APPRAISED VALUE AS REAPPRAISED $$-------+-- 3,208 06CLEARVALUEOFESTATE 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) Valuation of life estates or (*)As evidenced by Charitable Exemption Certificates issued by the Secretary of Revenue. COMPUTATION OF TAX $1..--_ $-----T"T'T'.,.........j..,....,.._$l.._''1L.-+-=---4ts_ $------~-­ $------......+-- $---------4--- 10% 15% * TOTAL TAX FOR USE OF REGISTER ONLY Tax on $-------=-=d~..,_2% Tax on $3,20€Ob ~ Tax on $---------t--'-"5% Tax on $-----------4-- Tax on $---------t-- Exemptions=========1~=Total Estate ---1-__ Less tax previously paid BALANCE Less 5%of tax if paid within 3 months after death :::::::::==t== BALANCE OF INHERITANCE TAX DUE $t= Add interest at rate of 6%from _____to $------ AMOUNT OF ESTATE TAX ASSESSED $---IL- Estate tax paid $--JL- BALANCE DUE $----~~ Add interest at rate of 6%from t= -------lto-----$-----~, TOTAL TAX BALANCE $--------4 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 l Administration \No...... IN THE Year MATTER OF THE APPRAISEMENT OF THE ESTATE OF JOSEPH F.KAVOLAK Deceased Late of .....CAN'':rQN..'I'WI'~ County of ..WASHINGTCN .. Commonwealth of Pennsylvania REPORT AND APPRAISAL " ,7;::." ,"'" Fonn RCC-2 DEPARTMENT OF REVENUE BuaE~U OF COUNTY COLLECTIONS- HARRISBURG.PENNA.17 127 COMMONWEALTH OF PENNSYLVANIA RESIDENT INHERITANCE TAX APPRAISEMENT DATE ~~!~~~.~.~~~.~?:?§.?. COUNTY ~~.~~..~~.~.~~. FILE NO ??:.~?:~.~?. Whereas,:~?~~.P..~~.~~~.y.?~~~late of q.~.~.9.~~..!.. in the County of Washington Commonwealth of Pennsylvania,having died on the .4.~.~day of ~Pr.~.~19.§.?,seized and possessed of an estate subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania; Therefore,I,w..,Jt,.~C..b.~~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 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. REALTY: Description of Allet Lots 86 &87 Tylerdale Land Company,Plan,Canton Township,Washington County,Pennsylvania,and dwelling house erected theron (D.B.518,page 251) Unit Value. $ Appral.ementMadeforInheritance Tax Purpo.e. 4.800 00 PERSONALTY :-======---------------------------+----11------1---- Household goods and furnishings,actual selling price Cash 85.00 107.50 Total 107 50 4,907 50 ..........",Penna. (Post Offiee)1 ·WASHI.NGTON ...County RESIDENT INHERITANCE TAX APPRAISEMENT Estate of JOSEPH F.KAVOLAK Deceased. Late of CAN'IDN TVW. Date of Death,:A..p.~:I::...4.:?.~?.§.?.. Appraisemellt Docket Vol.,.)..7 . Page,?9.9::~No ~~':.9.9.~M~5.. Filed in Register's Office,~~y.~1J.ll?,.E:l.:r..:t.?19..9..9. Amount of tax due,$. DEPARTMENT OF REVENUE Received, Examined and Approved,. Wrote abo.ut Appraisement,. Appeal f,.om Appraisement,. Entered and charged,.• \