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Home My WebLink AboutOC1969-0763 - ESTATE OF SURDYNI,LOUIS SURDYN,of Carroll'Township,Washington County, 1; \ \ _......... .....~----~...._...-.----- LAST WILL AND TESTAJ1ENT ~3~~7-/~3J i 1 I \ t I Pennsylvania,being of sound mind and memory,do hereby make, publish and declare this to be my Last Will and Testament,in manner and form following,hereby revoking any will or wills heretofore 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. SECOND:All the rest,residue and remainder of my estate,real,personal or mixed,wheresoever situate,of which I may be possessed or unto which I will be entitled at the time f my.decease,I give,devise and bequeath to my wife,CARLOTTA URDYN for her own proper use and benefit forever;however,in he event my wife should predecease me or in the event my wife nd I should meet simultaneous deaths,in either such case,I hen give,devise and bequeath my residuary estate herein reated unto my son,JOSEPH L.SURDYN for his own.proper use nd benefit forever. THIRD:In the event that my wife and my son,both ;.,, t ereinbefore named,and I should meet simultaneous deaths,in uch case I then give,devise and bequeath my residuary estate erein created,share and share alike,to my sisters,name:~ffiS. EU'~CATERINO,of Pleasant Hills,Pennsylvania,and MRS.FRANCES ELLECK,of Fallowfield Township,Washington County,P2nnsylvania. ~. ....'"."~....• -..-,",: " .-'"-.-'.::.....~..~;.I > FOURTH:I·do hereby make,constitute and 3ppoint my wife,CARLOTTA SURDYN,to be the Executrix,and,if not avail- able,then my son,'JOSEPH L ..SURDYN,to be the Executor,and if both are not available,then I make,constitute and 3ppoint my sisters,MRS.VE~~CATERINO and MRS.FRANCESTEL~ECK,to be the Executrices of this,my Last Will and Testament. IN WITNESS WHEREOF,I,.LOUIS SURDYN,the Testator above named,have hereunto subscribed my name ana affixed ny seal this 16th day of November,1965. Louis '-i'_~l......:./_..-o_~_·_'~_--L_'_A/._L_~c_i""":;~i--~_/__(SEAL) Surdyn () Signed,sealed,published and declared by the above name~ Louis 'Surdyn as and for his Last Will and Testament in the 'presenc p of us,who have hereunto subscribed our names at his request as witnesses thereunto,in the presence of said Testator,and of each other. :.... 8'late of Jtnl1l1ylnal1ia. Q10Ul1ty of lIal11}tl1gtnl1 J\ffiltunit (@f }os, &~-t.,r-7W 1Exrrutnr (@r J\1twiuiatratnr Personally before me,the undersigned authority,a D..Qt.~rr.y.P..)J.Rli.~in and for said County and State,appeared J~~r.J....Qt.:!;.~§.~!'.g.y.I].__rix · ·who,being duly -swor~~ccording to law,deposes and says that she is the execut&&~~gux~~of the estate of ............~Q!J.iJ?s..1J.r..Q.yJ].deceased,that the foregoing schedules constitute a complete inventory and appraisement of the real and personal estate of.....___ ___, deceased,except real estate outside the Commonwealth of Pennsylvania;6at the f1gures 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 .....................................~:~;..E~ecutrlx .Ml;a"OO( .t/ADDITIONAL INSTRUCTIONS 1.An inventory must be filed withi~three months after appointment of personal representative. 2.A supp.lemental 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,including 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.48442 lfuueutorg auh Appraisemeut of the goods and chattels,rights and credits which were of._:_L.Q.1J.i.§s..1J.r.9:yD._.late of ~_?!:.~.Q;bJ.._1:.Q~n§.h.;f,.l?:__ Washington County,Pa.,taken and made in conformity with the above affidavit. DOLLARS CENTS REA L EST ATE NONE PERSONAL EST ATE Cash,being proceeds remaining to the credit of the decedent in MacBeth-Evans Division Employees Federal Credit Union------~-~,1,531 55 Cash,being proceeds from insurance policy on the life Df the decedent,payable to his estate,in Cnna Mutual Insurance Society-~----~---------------------------------------------------1,531 55 1963 Chevrolet Impala ~-door sedan,equipped with automatic 00615transmission,power brakes,power steering,radio and heater----It---'-~+----:;'~ TOTAL PERSONAL ESTATE----------------------------------------$3,678 10 ~~d'1 t3-~r _/~0 .....~- 't'.../ ,-... Inventory and Appraisement IN THE ESTATE OF ,. .' l' Louis Surdyn ,................._.--____- ( i }'iled : ___...:.,19._._(. (' ': =-~ l ..... j 1 -I l . ,.i -...,;--..~--"S"'l>. -t·/.:?Z, .-7~!.L.""11 ;.~:.~~ ---.._~J;f.,........~~: ~~-. f.r=.1~-~«"'~:'\E~ t:::J '':;..=~.',.'.'" ..C"-.Jc.o ~~ ~.:::r-- ._- c:n -'~~;.~."..~•..J-,..;~.- c.rj/"....... ~~~fn~~~e::~'''''''"~:::t;;q 41~=J rfl'!':1 m :==1~r:~~~--~',-f .'t-l",.~,oj:':""Q~~-i f=='~~~~. c. .~~ VICTOR E.RIVA,ESQ: P.O.BOX 115 '"~/... CHARLEROI"PA.15022 ~r~ '"~2 .~tJr=pJ~P ~ .., " J.C .3-~f-:'-/c,"3 J7-/.PY-g.'; (') OFFiCE OF THE REGISTER OF WILLS ?onll No.RCC-62 (12-66)'THIS FORM REQUIRED IN ALL ESTATES WITH GROSS ASSETS UNDER UO,OOO,t'-NDER SECTION 701 OF ACT OF JUNE 18,1981, EFFECTIVE ".uiUA.RY 1,1982.(FILE IN DUPLIC...TE WITH COPY OF WILL ATTACHED)*-.. County of . , .~~?h~I)g:t.qI),. :~'::~.O.~~~.?~r:~¥!1.,of ;l}y.~.AI1q.?F.S.QI).P;r.~'(~"..MQI)9pgqD~J.p..".f~.·. (Name)(Address:' being duly s..W.QA'XL .according to law,deposes and says thatEhe is'the _~.EX~_c_1Jtrjx .__. . _ .(Ex:c.,Adm.,Legatee.Etc.).. of the estate of_.~~~_~_~_~_~~!:_~X~.whose last residence was _~_1.3.~!-LA.Ilder.s_QIl __DriY_e __ .(No.)'(Street) ______MQD_Q_'(l,gah~l__a ..deceased,and that the whole of the estate of said decedent,who died ._JBJ1Uary-~-21~__1969 (CitY.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----NONE rlV~Y~In ...",-;j ,/Estimated Value V I •l'~- (7 .\~~ / Personal Property Cash.being proceeds remaining to the credit of the decedent in 1.//... ~ac-Beth Evans Division Employees Federal Credit Union--------------- ~",., Cash,being proceeds from insurance policy on the..life of the decedent,payable to ~is e~tate,in Cuna Mutual Insurance SOclety-----,.'-'y 1.531:55 - ·1963 Chevrolet Impala 4-coor sedan eauipped with automatic transmission,.power brakes,power steering,radio and heater-....---'~-----,, 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 de:::edent 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 .ac,:::ount at the date of death and i.he type ,of account,account number and the exact name or names in which the account is registered. Jointly Held Property -----NONE Estimated Value 0'- Transfers within TWO YEARS Prior to Death...,-,----NONE· .!:"'l·"•r;')) 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 (State full names ofall and their addresses who have an interest,vested,contingent or otherwi~.e,in estate.) CarLotta.-Surdyn l3~~Anderson Drive Monongahela,Penna~_ RELATIONSHIP (If step-children or illegitimate children are involved,set forth this fact.) wife '" SURVIVED DECEDENT STATE YESORNO-, yes AGE OF'LIFE TENANTS OR ANNUITANTS AT DEATH OF,r DECEDENT not:app.Ll- cable ), INTEREST OF BENEFICIARY IN ESTATE·~ -~-. entire --------------------+---------+----~+-------+----------- ,, DEBT OR CLAIM NATURE OF SAME AMOUNT THIS COLUMN.iKEGISTER ONLY 'j Funeral expenses paid $$ -Family exemption (will not be allowed unless decedent died residing with a spouse or children.) -Administration Expenses *--- Counsel fees * Fiduciary commission * OTHER'DEBTS AND CLAIMS (*)See Note below . I , '. f .,, ,..t~n /;;;K ...... ~ ), :J Total- RESIDEN,T DECEDENT DEB.TS AND DEDUCTIONS CLAIMED--::------------~--------------:------:-------::--:-----:------------------.....!'tOTE',List first five items in tne space&so provided observe notations thereon and instructions .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 claMled and allowed. ,.~,.,.~ o·".".' ·Subscribed and sworn to before me this'..,.A J•••••••.• Having been duly sworn according to la\01,I do hereby certify that the above appraisement is made in conformity with law on this ................../C.~dayOf:~cAJ~7 ··~9 ..C?·O.~...:JA:..~~~~.A rRiser ' In the event that any future intel'est in this estate is transfelTed in possession 01'enjoyment to collateI'heirs of the decedent after the expiration of any estate for life 01'for years,the Commonwealth hereby expressly reserves.the right to ppraise and assess transfer'inheri- tance taxes at the lawful collateral rate on ar.y such future interest. .~.~C~.Dated:5:Y ..~./~?:. REPORT OF THE ftj:G)STER WW1LLS . " I,the undersigned duly elected Register of Wills in"and for ~.~~County,PenuYlvania,d~'r~spe~7f~rrr"'1 " report that I have allowed debts and deductioT.s in the amou l'a:fmed by deponent,ex~as to those items where l;.greater or lesser amount ;s set forth in the last column to the right in s~.id schedule above,which greater or lesse 0 l'presents the sum allowed as a deduction. 1./1/1./,'•••••••••••CZb~... Register of VIills D._..,,-~ FOl1n No.RCC-62 (12-66) :;- >,;~t-_.y'("" •I .;"• "'.b J''\'' ':',,I0 .''.".,'",:::,.,.2.:,,··:.\ ~'I ~-~~..~:... ..,,'~~'" IF;.. _ ....". ---'-----.~-~-- WillAdministration INo Year . IN THE MATTER'OF THE APPRAISEMENT OF THE ESTATE OF ............~~.u.~~.?~.:r:9¥!1 . Peceased ' Late of ...Carr.QJ.l..r.QWD9hi.p'.....~.... County of ~!q.sn.i.Ilgtpn . .Commonwealth of Pennsylvania REPORT AND APPRAISAL .1'~CJ)J)75o ....~Y. j '~d h,O~'~tD1.~HU:lil$l1M Sli1!/!tJII JJ:G »i1'3 tS1!,;f}:3~ ~ltgD'RjI\'itr~";J"E3§~n~ , \ ,5~"I~I~~O~k 4V~/1~9ESQ. .F!1"P~~],l5~" CHARUlRalJ,'RA.~15022,I .:./' ..' RCc-a\(2-64) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS INHERITANCE TAX DIVISION NOTICE OF FILING OF APPRAISEMEN~ CARLOTTA SURDYN (Executor~' IN YOUR REPLY PLEA.E REFER TO 37-184-3 J In Re:Esta t~of__-,LO==.:U::.:I==S~S~U:.:RD=-YN::.:.:.._-------_ _____--:W!.!.!AS~·~H~I~NG~T~O~N:...._County -File No.63-69-163 Dear lo1rs.Surdyn: You are hereby notified that the -~ol!>.r_F:~eg.::!::in~a=l------- appraisement in the ~state of Louis ~urdyn has been filed in t~office of the Register of Wills qf Washington County o~May 26 ,19~.Said appraisement reflects the following valuations: '-- Real Estate _~_ Personal Property_~~3~.~6~7~8~.~1~O__ Trans:fers .,.-_--,-_ Total --'--,.-__~3:.J_.~67,L,;8:::.i.!.::!1~O:...._ 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 aJ the rate of six (3%)percent per annum is charged. Any party in interest who is aggrieved by an appra~sement may appeal therefrom as prOVided by law. Date --=:M::::allL.y-:2::.;6::;,;.:.-.:1~9.:::.6L...9----Sign~£~~r'S2:70(1* TitlevI.R.CHANEY,Cl:Lll&APPRAISER DATE OF DEATH:FeJruary 23,1969 Note:This is not a bill. '..;~-CC·39 (!lo68) COMMONWEALTH OF PENNSYLVANIA TRANSFER INHERITANCE TAX RESIDENT DECEDENT SUMMARY Estate of SURDYN (Last Name) LOUIS (First Name) DATE OF DEATH Cnitial) 2-23-69 FILE NO.63-69-163 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". ~4-=----'~~~~72.:lJ INHERITANCE TAX 05-26-69 02-23-69 Dated:-----~~=-~---- 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 deduction;;in the amounts claimed by deponent,except as to those items where a greater or lesser amount is set forth in the last cohen to the right i~Schedule "F",which greater or lesser amount represents the sum allowed ..a dedoctioo..~_..1///h ~_.'._~ Dated:05-26-69 L.lz!!:~//J~ REGISTER OF WILLS INVENTORY VALUE AS REPORTED VALUE AS APPRAISED .VALUE AS REAPPRAISED Real Property (Schedule A)$$$, Personal Property (Schedule B),:\.6'i8 10 Transfers (Schedule C) Joint-Held Property (Schedule E) TOTAL GROSS ASSETS 1.678 10 Less Debts and Deductions 3,301 75 (SCHEDULE F) 135CLEARVALUEOFESTATE5376 Valuation of life estates or FOR USE OF REGISTER ONLY Tax on $-------:-::,...,.---l~"..._~ Tax on $176·'35 6%0 Tax on $-----------+-- Tax on $10% Tax on $l5% ~~pti~s * Total Estate --+-__ TOTAL TAX COMPUTATION OF TAX $---------,.:?<"""!......,..-$2~25::.....i,8~ $--------+--- $-------+_..:.- $--------+-- $--l.__ (*)As evidenced by Charitable Exemption Certificates issu~d by the Secretary of Revenue. 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 $----l AMOUNT OF ESTATE TAX ASSESSED $----<L- Estate tax paid $'-----Jl- BALANCE DUE $--------~~ Add interest at rate of 6%from E ------It,O-----$---------l. T'JTAL TAX BALANCE $------~ P.\ID $.....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. AWdill ..tr ti l No..-.--.....--mlms a on ~ IN THE Year .. - - - - - - --------------- MATTER OF THE APPRAISEMENT OF THE ESTATE OF LOUIS SURDYN Deceased Late of Q_~()g.'I.v-i.p.~..__ County of WASHINGTON . . Commonwealth of Pennsylvania REPORT AND APPRAISAL ~, •.r" t , "l -;;.!.-- . Fonn'RCC-2 COMMONWEALTH OF PENNSYLVANIA DATE ...........~Cl..y......?~.?:~...~9..~9....................,................. DEPARTMENT OF REVENUE RESIDENT INHERITANCE TAX ......w.~.~.~.!:l&.~.~~..........................................-COUNTY__BUREAU OF COUNTY COLLECTIONS,-APPRAISEMENTHARRISBURG.PENNA.171 Z7 ..•F,:JLE NO.........9.3..::.Q.9.~J..6..:L ........................................... Whereas,..............................~.9.~~.~....§.~~~..............................................................................late of ...................................~.~:.:.?~....~.~................................. in the County of ............................W.~§hi.ngt..Qn........................................................................Commonwealth of Pennsylvania,having died on the ...............................?.3.....~.g..............................................day of ............................~.~.b..~~r.......................69 seized and possessed of an estate19...........,, subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania; Therefore,I,.....................w..~.R.!....G.lli!,D~.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 Inherllance T~x Purpoles $ PERSONALTY: C.QRh heinu nroceeds remaininE:to the credit of the decedent in Mac-Beth Ev.ans Division Employees Federal Credit Union 1,531.55 CA.sh .-'5 fl'l'lm insurance nolic:v on the Life of the Decedent,P8:¥:able to his estate,in Cuna Mutual Insurance society 1,531.5' 1963 Chevrolet Impala 4-door sedan.615.0( 3,678.lC J,678 10 , .. , I Total 31'978 J.O .' form~~V~t,bl:~::~~w~~~~~='~a~o~~~~~~~~~;=~;;=;:.~~ ~--J"~~..- ~,_.. mber and Street) ...........'"..: ,Penna. (Poat OffIce) -.,-,,--~I,_.,.~~ WASH INGTON ........................County: '" RESIDENT INHERITANCE TAX APPRAISEMENT Estate of .................~QlJ.;;J:.$...p..lJ.Rp.;m·······························D~~·~~;~i . Late of ,GM.R9.~M.!:,. Date of Death,~.~.~.~~~y.???~.9.?..9.. Appraisement Docket Vol 37,. Page,~~~=~N o §:3..:.§?=~A?. Filed in Register's Office,May Z6 19 6.9 Anwunl of tax due,$. DEPARTMENT OF REVENUE Received, Examined and Approved,. Wrote abo.ut Appra.isement,. Appeal ft-am Appraisement}. Entered and charged, .' ,. i• (p ~-f.tp r--/0 J Form RC C.10-Rt DEDUCTIONS ALoLoOWED IN L ...~".- THE SUM OF .••••.•..••••..~.....~g/....zS-O....,CI 0 ..THE STATEMENT OF/DEBTS RIGIITIR OF WILL.e ''--., AND DECOCTIONS , Washington DATE ~:~~OF COUNTY " AND AGENT OF THE COMNONW.ALTH ~L%~h~A-·~'~)Q({%.J;:t/tJ -69-Ie 3 Register of WillI,Agent , CarrollESTATEOFLouisSurdynL.ATE OF Township DATE OF FILING APPRAISEMENT 5-~,.&z DATE OF DEATH February 23,1969 DATE NO.OF NAMIi OF PAYEE REMARKS AMOUNT,VOUCH"1'l R..Issell Marino,Probate of Will and 3 short R=gister of Wills certificates,$15 00 I Washington County Reports Legal advertising,14 00 I i I!:'he Vallev IndeDendent LeQ:al advert·isinQ:10 75,Funeral services,including F-"ancis C.Slezak Funeral Home cost of casket and vault 1 3l.\.C)00 ,'P:'::ln0;C::r.<:;lp7::1k FunerRl Hnmp 'RllY';::ll 01 nt:h,na lU.O on Francis C.Slezak Funeral Home Death certificates,17 00 The Catholic Cemeteries Asso-I ciation Cost of grave.285 00 The Catholic Cemeteries Asso-115 00C"ation Opening grave and canopy, ;St.Jerome and St.Cyr~l. rhurches -89 00Funeralse7'vices eet. Victor E.Riva Estate counsel fees 265 CD 11"".,..]I,. ..,."......aY~, :L!iiii.~~.- ~~7JL £1 .f~'f~~~~.,......7'/~pC- ~,~,,~~..::.-J-~dJ~-a.P"-~.-:.:.--/6'(_k_."._., ;~'VlvLu.)1.J ~~-~a t.~dJ::, J()6 0 ----~,,~,~ V ./I ~,-, -. . '"COMM(jN.WEAI..TH OF PENNSYLVANIA }SS: . ~,"--,-~r .. ~~4',W h':...COUNTY OF j',~.as ~ngton,;""-"',-:-_I~arlQtta Surdyn.Executrix H£REBY CERTIFY.THAT.TO THE BEeT OF ....y !<NOWLED,G.E AND ';::LIEF,THE FOREGOING IS'A JUST AND TRU E SfATEMENT OF DEBTS.FUNERAL EXPENSES AND EXPENIIIS OP'"".4 Louis SurdvnADMINISTRATIC'iN SUB"-rrTED fO THE ESTATE'OF "Ec£ASED,AS DEDUCTIONS FOR..r...~LA/"~~/INHERI'l'ANCE TAX PUlCPOSES./..u/A~~~.~~_.'.~""~~C""D '''0''••TH,"~.yDO' (L.5.) ~Sur~yn~~/v7L/VJ /7 18 Carlotta (~/V .-:-./c "'"\ /AA0~c 71"/'. r ~VICTOR E.RIVA,NOTARY PUBLIC _CHARLEROI,WASHINGTON CO.,PA, .MY COMMISSION EXPIRES JUNE 23.1969 .'\ . -<~....I!'.~"!