The URL can be used to link to this page

Home My WebLink AboutOC1969-0744 - ESTATE OF ZUROR C C-8 I (2-64) C9MMON.WEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS INHERITANCE TAX DIVISION IN YOUR REPLY PLEA8E REP'ER TO NOTICE OF FILING OF APPRAISEMENT JOSEPH ZURO (Executor mDnn&UUUJ. In Re: Est ate of _____ MAR_-'Y_H_._Z_UR_O ________ _ _______ W_AS_H_I_KZ_._TO_N _____ County -File No. Dear Mr. Zuro: You are hereby notified that the original appraisement in the estate of Mary H. Zuro has been filed in the office of the Register of Wills qf Washington County on October 2 , 1965L. Said appraisement reflects the following valuations: Real Estate __ ~----------~-------- Personal Property_~4ua~00~3~·~6~4~----- Transfers _______________ ~-------- Total ________ ~4~·~00~3~·:64~----- 37-234-1 63-69-744 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 _____ O~c~t~o~b~e~r-=2~·-=1L96~4~--- DATE OF DEATH: November 13, 1967 Note: This is not a bill. j RCC•39 (5-68) COMMONWEALTH OF PENNSYLVANIA TRANSFER INHERITANCE TAX RESIDENT DECEDENT SUMMARY Estate of __ zu_R_O_, ___ MA_R_Y _____ H_. ------DATE OF DEATH 11-13-67 FILE NO. 63-69-744 (Last Name) (First Name) (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". Dated: ___ _,1"-=0-:........::::02=-=-~6~9~--- 11-13-67 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 greater or Jesser amount represents the sum allowed as a deduction. Dated: ----=1::-.;:0-;._;:;;02:;:..-~6=--'9-----REGISTER OF WILLS INVENTORY VALUE AS REPORTED VALUE AS APPRAISED VALUE AS REAPPRAISED Real Property (Schedule A) Personal Property (Schedule B) Transfers (Schedule C) $ 4~003 64 $ $ ______________ +-___ 4.003 64 Joint-Held Property (Schedule E) TOTAL GROSS ASSETS Less Debts and Deductions (SCHEDULE F) CLEAR VALUE OF ESTATE Valuation of life estates or 4,003 64 3,147 20 856 44 annuities . . . . . . . . . . . . . . . . . . . $ ------+-- ESTATE TAX ASSESSMENTS $ _____ _J___ 4.003 64 3,147 20 856 44 FOR USE OF REGISTER ONLY Tax on $ 8')b L.L. @ COMPUTATION OF TAX $------=~7~I~3~ Tax on $ ---------+--6% $ _______ ~--- Tax on$ 5% $-----------4--- Tax on$ 10% $ _________ ~-- Tax on$ 15% $ _____________ ~--- Exemptions * Total Estate --------1--- TOTAL TAX $---------'---- Less tax previously paid BALANCE Less 5% of tax if paid within $===;;;:::;:::::;:::::;:;====+=== 3 months after death BALANCE OF INHERITANCE TAX DUE Add interest at rate or"6% from -----to ------- $--~---+---- $ . AMOUNT OF ESTATE TAX ASSESSED $-----+-- Estate tax paid $ _____ ___. __ (*) As evidenced by Charitable Exemption Certificates issued by the Secretary of Revenue. BALANCE DUE $----------~---- Add interest at rate of 6% from ---------~0------$--------~~- TOTAL TAX BALANCE $ ------+--- pAID $ -----------1'----- 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 ! No. IN THE Year ...... MATTER OF THE APPRAISEMENT OF THE ESTATE OF MARY H. ZURO Deceased Late of . CENTERVILLE County of WASHINGTON Commonwealth of Pennsylvania REPORT AND APPRAISAL Fonn RCC-2 . . COMMONWEALTH OF PENNSYLVANIA DATE ................. 9..~-~~ .. ta,.~ ..... f.'-..... !?.§.?. ...... . DEPAIITMENT OF R~VENUE BUREAU OF COUNTY COLLECTIONS HARRISBURG, PENNA. 1 7 1 2 7 ' . RESIDENT INHERITANCE TAX • COUNTY ..................... !1.~.~-~g_~~-~ ................................ . APPRAISEMENT FILE NO ....................... 6.3.~6.9.~7.44 .................................... . Whereas, ................. ~:rY. .... ~.~ ..... ~~<J. ........................................................................................... late of ............................ ~~~~-~~~~~ ........................................... . in the County of Wash~ton Commonwealth of Pennsylvania having died on ················································· ..................................................................................... • the ....... .................. J.~ .... ~-~ ................................................. day of ...................... ~<?.Y.~~.l>.~~ ............................ 67 19 ............ , seized and possessed of an estate subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania; Therefore, I, ............................. w..~n.~ .... c.n~l~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 Appraisement Description of Asset Values Made for Inheritance Tax Purpotes $ PERSONALTY: Savings Account #10574 at the Charleroi Federal Savings and Loan Association, 4,003 64 : I I - Total 4~003 64 fonn~;V:.~hb.~~ ::•rh~w~·cc~~~w: ~.~ o~·~;~~~~~PPte.~~;i¥: ~~{::.~·· .~::a. - ' WASHINGTON ......................... County RESIDENT INHERITANCE TAX APPRAISEMENT Estate of .................. N.Ml .. »~ .... ZtJ@ Deceased. Late of CENTERVILlE .. .... . ...................... . Date of Death, ...... N9.Y.~.~:r .... +.J~. .. J~l~7 .............. . Appraisemel?t Docket Vol., ......... 37. ................................... .. Page, ....... ?34.~l ....................... No. .f:{J.~~.9~744. ............. .. . 'f Filed in Register's Office, .9~t.9P~.~ .... ? . .t .... 19 .. (?.9 Amount of tax due, $ ................................................. ; ................ .. DEPARTMENT OF REVENUE Received, Examined and Approved, Wrote abo.ut Appraisement, Appeal ft'om Appraisement, Entered and charged, .. l3~ t I 71} I, MARY H. ZURO, of the Borough of Centerville, Washington County, Pennsylvania, being of sound mind, and understanding do hereby make, publish and declare this my last Will and Testament, hereby revoking and making void any and all former Wills by me at any time heretofore made. FIRST: I direct that all my just debts and fun~ral expenses be paid by my Executors hereinafter named, as soon after my decease as may be convenient. SECOND: I give, devise and bequeath all of my real and personal property of any nature whatsoever, and wherever situate to my husband, STEVE A. ZURO, absolutely and in fee simple. l r THIRD: In the event that my husband, STEVE A. ZURO, shall predecease me, or in the event that we should bec:ome the victims of a common disaster in which we should both lose.our lives, then I give, devise, and bequeath the entire remainder of my estate, both real and personal of any nature whatsoever and wheresoever situated unto my two children, STEVE A. ZURO, JR. and MARIAN F. ZURO DAVIS, '! equally in one-half shares or should he or she predecease me, then I to their issue per stirpes; and should one of my children die with-I, out issue prior to my death then his or her share shall be distributed to the survivor; and should both my children predecease I me leaving no issue then my estate shall be distributed among the j next of kin of me and my husband as then ascertained under the l interstate laws of Pennsylvania then in existence as though we had 1 .died simultaneously. FOURTH: I hereby authorize and empower my executors to sell and dispose of any and all of my real and personal property without prior petition to court or posting bond therefore to accomplish the purposes'of this Will. No bond shall be required to be posted by the executors in the administration of my estate, and that if notwithstanding this request, any bond is required by any law, statute or rule of Court, no sureties be required thereof. AND LASTLY, I do make, constitute and appoint JOSEPH ZURO and CATHERINE ANDREAS LOMBARDO to be co-executors of this my last Will and Testament. IN WITNESS WHEREOF, I have hereunto subscribed my name, and affixed my seal' the g !_I; day of m~ ~(), ' 1962 • Signed, sealed, published and declared by MARY·H. ZURO, the Testatrix above named, as and for her last Will and Testament, in the presence of us, who have at her request subscribed our names in her presence, and in the presence of each other, as witn ses hereto. ~~~~- L' · .. _;-:::--; ~ .... _L_:..~.f,~.;_ ....... 1\ffiltautt ®f 1£xrrutnr ®r l\~mtutstratnr ~tat.r nf J.ruu11yluauia } Ql.nuttty nf 1ltlla114iugtnu 1111: Personally before me, the undersigned authority, a .. NQ.t~-~Y. ... ~).,lJ?J.j._~--------in and for said County and State, appeared ...... JQ.~.e.ph ... Z.ur.o ________________________________________________________ .. who, being duly sworn according to law, deposes and says that he is the executor .}{)l{~Klin(~ of the es- tate of .... M-9-.f..Y. ... H.!' .... ~-~f_Q ____________________________ deceased, that the foregoing schedules constitute a complete inventory and appraisement of the real and personal. estate of ... M~tt:Y ... R .•... Z.1J.t:9 .......... , 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 ~ d Of f. subscribed before:~ this 1'.{{?(;;-l ..... } ............ ··········· . .. ····~········ ...................................... . • -11 ,_-,_w r • ay ··:· ··· .. 11-.. ·••·· ••·· · ··••••••••••••• xecutor-M»r 1 . r~' \'' ·~, ~unt _· .. ·-:~-................... . . '!1.~ LmmJv ~ f. . ~ Y, ~-... 1na. ____ , l.;,.lr!Js Ma~J; 2.J, 1ol2 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. 3. 1 Original and 2 Copies and 2 RCRI-34, Under $10,000; 1 Original and 2 Oopies 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 3.futtrutnry aub Apprai11rmrut of the goods and chattels, rights and credits which were of ....... .M9X.Y. .. H •... Z.ux:o .................................... : ... late of .... C.en.te.r.v.ille ... B:r.ough ........................ .. Washington County, Pa., -taken and made in conformity with the above affidavit. PERSONALTY: Savings Account #10574 at the Char£roi Federal Savings and Loan Association REALTY: None DOLLARS CENTS $4,003 64 / 'ttd '·oa NOl:JNf?IS'tf~,t S71/M .:10 'H.'=llS!D::JU ON lti\!W '113 SSMJ 65 01 Ui1 Bl flflV 69~ 'a:~,, J -....) • . •. t \ . I I Form No. RCC-62 (2·64) THIS FORM REQUIRED IN ALL ESTATES WITH GROSS ASSETS UNDER $10,000, UNDER SECTION 701 OF ACT OF JUNE 18, 1961, j EFFECTIVE JANUARY 1, 1962. (FILE IN DUPUCATE WITH COPY OF WILL ATT;'l.CHEDJ OFFICE OF THE REGISTER OF WILLS County of ... N<H>h:i.1;1gt;.9n ......... . . . . . . . .;r~.~~P.l"!. ~.q:rs> .......... · ................... of ... ~.· .. 1?.· .. 1f:.l.' .. ~.~~ ~ .. ~~?.1:-~~~ . Re;l)r.~ ~ ..... . (Name) (Addreu) being duly _______ $_W.Q_:r,n, _____________________ .according to law, deposes and says that he is the ... -~-~~-s:_~_'t;-_Q;t;' ___________________________________ _ · (Exec., Adm., Legatee, Etc.) of the estate oL . .M.9..-t:¥ .. ll .•... Z.ur.o ___________________________ whose last residence was ... .BQ~ ___ 3_2,3_, ___ B..i.cheY-Y-.ill.e_, ____ Ee.ona · (No.) (Street) ---------------------------------------------------·deceased, and that the whole of the estate of said decedent, who diell'_QY.! ..• l.J . .L ••• L9.6..7 __ (Ciey, Borough or Township) (Date) consisted of: REAL PROPERTY REAL PROPERTY IN PENNSYLVANIA, WITH STATEMENT OF MORTGAGE ENCUMBRAN<i: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 Value NONF. ~<A !::--.~ JA ....,. -,.. .--() ~J~ I!J, h.~, /1. ~ "' J/ --...... ._:) -I -.!J 7 ~ Jl() -c./ / -"-~LA A_ A/Mt --~ ra-r w~-/./ ' I (. -.. f P~rsonal Property Savinas Account #10574 at the Charleroi Federal Savinqs and Loan Association, estimated value $4,003.61-_A/ _rfh -'IJ!If . . •.· 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 interef:lt 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 Estimated Value . . .. -NOne . " - . . Transfers within TWO YEARS Prior to Death ·. NonP- 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 - BENEFICIARIES 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 Steve A. Zuro husband yes sui juris entire estate - RESIDENT DECEDENT DEBTS AND DEDUCTIONS CLAIMED NOTE· List first five items in the 'spaces so provided observe notations thereon and instructions ' ' . DEBT OR CLAIM NATURE OF SAME AMOUNT THIS COLUMN fKEGISTER ONLY John B. Greenlee Funeral expenses paid $ 1,302 20 $ Steve A. Zuro Family exemption (will not be allowed unless decedent died residing with a spouse or children.) 1,000 00 Josenhine M noualas Aae Administration Expenses * 15 00 Murohv and France Counsel fees * 200 ,on Josenh Zuro Fiduciary commission * ?nn Inn OTHER DEBTS AND CLAIMS ( *) See Note below Grave Marker 240 001 190 Opening grave 001 I : Total $3,147 20 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. Subscribed a:nd sworn to before me this /~~ .......... . ·····.······•····· ·. ··?)'' ;;;. ........... :. ,.,/? · vr;f;~.l.-:«f_•1Nil~bY.:h. · · · · · J/ · • · · • · · · · · · · • · · · · '\::ttEEN R. MU~P 'county, Penna. IY Charleroi, Wast.tngton 28 1972 ~ M~Nh · ... ~<?~~ .. ~~n~.~~!. )?.~~~.~Y~Yc:tn~.~ ...... . (City or Town and State) in conformity with law on this .. ~~~~~~. ~~~~. ~~~~~~i.~gd:: ::~· .. ~. ~~. ~~. ~~~~~. ~~~:·~~~e.~~~:9i·s·t~ ~~·····~-r~~ ·~~.~ Appr&·"'\ In the event that any futu1·e interest in this estate is transferred in possession or enjoyment to collater 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. REPORT OF~H ~Eq.ISTER F W:tLLS 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 amoun s claimed by deponent, ept 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 I r amount represents the sum allowed as a deduction. Dated: .... ~~ .... ~./£?..T .. Register of Wills [ Form No. RCC·62 (2-641 Will Administration }No. · · ·. · ..... Year ..... IN THE MATTER OF THE APPRAISEMENT OF THE ESTATE OF MARY H. ZURO ....................................... Deceased Late of .. 9.e.rr!:!=xvj..J.:J-~ .. :e9.:t;Qpgl) ..... County of .. ~~~.11~:r.9tsm ................ Commonwealth of Pennsylvania REPO~ AND APP.ft'AIS'Xi!i, ~ ;g~ lt.O -if; (i':l c :::::::.. ;: ~t; g.: § r- MURPHY. · ~NB FRANCE rn -~ ~u · oo ~"r-,._., Atto~~~s at Law ~ . 308 J@I·ldwfie ~ Avenue -~ .-*< -=t' Chariftelis:Penn.aylvania ' r-.,._ -'Y. r ""'"' 15022 ~q,O <::::) C) ,·