HomeMy WebLinkAboutOC1969-0813 - ESTATE OF PURIJRCC-39 (5-68)
COMMONWEALTH OF PENNSYLVANIA
TRANSFER INHERITANCE TAX
RESIDENT DECEDENT
SUMMARY
Estate of PURIJ,
....(Last Name)
WALTER
(First Name)
DATE OF DEATH 6-28-69
(Initial)
FILE NO.63-69-813
\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".
08-05-69
06-28-69
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 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 amou,nt represents the sum
allowed as a deduction.~
Dated:08-05-69 .~~~
REGISTER OF WILLS
VALUE AS REAPPRAISED
$-------+--J.?t:,AO
425 50
1 2).).00
Insolvente
$
J.?t:,t:,o
425 50
,?J.J.00
Estat
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
Valuation of life estates or
FOR USE OF REGISTER ONLY
Tax on $---------f--~
Tax on $Q9
Tax on $5%
Tuoo$lK
Tax on $15%
fu~ptioos *
Total Estate --1-__
TOTAL TAX
COMPUTATION OF TAX
$--------4---
$--------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==
BALANCE OF INHERITANCE TAX DUE $t=
Add interest at rate of 6%from_____to $--------1
AMOUNT OF ESTATE TAX ASSESSED $------IL-
Estate tax paid $-.......L.-
BALANCE DUE $~~
Add interest at rate of 6%from t
------{to-----$-----~
TOTAL TAX BALANCE $-------1
PAID $--1
FOR USE OF REGISTER ONLY ADJUSTMENTS
NOTE:Where subsequent adjustments are made to the above computation of tax by the Register of Wills,for proper reason,
same should be noted below,with short explanation.
Will
Administration !No .
IN THE
Year .
MATTER OF THE APPRAISEMENT
OF THE
ESTATE OF
WALTER PURIJ.....................................
Deceased
Late of ..E.BETHLEBEM..TWP.•...........
County of ....W./iSIiIN.G'I'ON.
Commonwealth of Pennsylvania
REPORT AND APPRAISAL
'1
,-------------------------------------------------------
~'
RCC-Bl (2-64)
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
.BUREAU OF COUNTY COLLECTIONS'
INHERITANCE TAX DIVISION
NOTICE OF FILING OF APPRAISEMENT
JULIA PURIJ
~lmX Administrator)
IN YOUR REPLY PLEA••
REP'ER TO
37-238-7
)
In Re:Estate of ~W:.i;AL~TE==]:!;~R'__'P=_UR~I=.JJ:!._._
______....II"J:.tfAu;$Hw.J.T..ll!N.u:G~TOUJJ\llI.r County - FHe No.63-69-BJ;3
Dear Mrse Purij:
You are hereby notified that the or;gi nal
appraisement in the estate of Walter Purij
has been filed in the office of the Register of Wills qf Washington
County on.August 5 ,19.2.2..Said appraisement reflects the
following valuations:
Re alEstate --.,.....,...."---,.,..,,...._
Personal Property ~4~2~5~.~5~O~_
Transfers ---,.,.."....---
Tota1 --,-_--=4:t::2::..:5..:.e"'SO.:::.-_
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 (8%)percent per annum is charged.
Any party in interest who is aggrieved by an appraisement may
appeal therefrom as provided by law.
Dat e Ja1.US~ud.Jsi2Jt"--'541..........1...z9.l.!6~9----
DATEOOF DEATH:June 28,1969
E$I'ATE INSOLVENT
Note:This is not a bill.
Fonn~RCC-2
"COMMONWEALTH OF PENNSYLVANIA DATE ....................:..!.\~.~~......?L...~.?.?.?.....................
>DEPARTMENT OF REVENUE RESIDENT INHERITANCE TAX ..................~c:.~.~~!.l:g;~9..~..........................BUREAU OF COUNTY COLLECTIONS COUNTY ........
APPRAISEMENT .....FILE NO..............................?2.:..9.?:?.~?...............HARRISBURG,PENNA.17127 •.".................
Whereas,.............................................................~~~~.~.~....~.~.~~.~...............................................late of .......................E..,.....B.~.y.hle..hem ....Tw.p.•............................
in the County of ........................................W.a.~h.ingt.Qn ..........................................................Commonwealth of Pennsylvania,having died on
the ..................................?$.....t.h............................................day of .............J.une...................................................19.......69 seized and possessed of an estate
subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania;
Therefore,I,.........................................w..~.R.~.....C.h~~y.......................................................,ail 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 transferinheritancetaxesatthelawfulcollateralrateonanysuchfutureinterest.
Unit AppraisementDescriptionofAssetValuesMadeforInheritanceTaxPurpOles
$
PEROONALTY :
First National Bank &Trust Company in Washington,
Fredericktwon Office,200.50
lq62 CC),I"VA;,..221)00
425.50 L.25 150
:
--,
-
Total 425 50
Estate Insolvent
fonn~vi..':fh~:::~~W~~?~~:.~a~o:;;!;~~~~;;:;r~s~7~~7~
'ZL~/'-.~;j:~":~:~:'::7).Penna.
-
••••••••••••••••n ••••WASHING.TON..............................COU1lty
RESIDENT INHERITANCE TAX APPRAISEMENT
Estate of
....................WALTER...PURIJ .
Deceased.
Late of
E.BETHELEHEN TWP •.............................--.
Date of Death,J:une 2S,l969···················
Appraisemel!t Docket Vol.,3..7 .
Page,23.8~7 No 63.::::6.9~.8l3 .
Filed in Register's Ofjice,A"YgJ.l'St....s."19 69.
Amount of tax due,$.
DEPARTMENT OF REVENUE
Received,
Exa.mined and Approved,.
Wrote abo,ut Appra-isement,.
Appeal f,.om Appraisement,.
Entered and charged,n ..
'.
•
.,
FORM 67
REV.1-50
REG.WILLS
)
......................................................................................................,.
••••••••••••••••••••••••••••• 0•••••••••••••••••••••••••••••••'••••..~••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••
......................................................................................................................·············..·····1·····..·..··..··········..···..········.
That deponent is over 21 years of age,resides at...::::..././£...
~:~:~~;·~~~k~~t:H;:;~:~;;=:::~··~~;~;~~~;;;··~;~;;;;··;:;.;::;;~~_..:;
Administration upon the Estate of said decedent,no letters having been previously issued thereon.
Sworn an subscribed before me this....~~K..~........
day of ~,A.D.,19.tf.i!....
...........................!!?z.~.
REGISTER
-EJ '..~..,t...~.1J _--.
COMMONWEALTH OF PENNSYLVANIA}SS:WAS::::~:.~;?~,19k.~"comes__~.Q~_____.
who being duly ~~ot('depose and say that.....~will well and truly administer the goods and
chattels,rights and credits Of A!....~.Q~,deceased,
to the best of.~.....skill and judgment in strict compliance with the laws of this Commonwealth,mind-
ful of the laws relating to inheritance taxes.
Sworn and su scribed before me this....2.~.
day of...'''77.,~D.,19..4,..f....
...................................f...~:~.
REGISTER
.....~.4 ~.
..~¢!..
-:::P-990
4t t 3-(,1-~?I.1
APPLICATION FOR
Lett~rs of Administration
ESTATE OF
~£,)I,...../IJ ~
..-~~~~~~'V;.
Letters......................................................a ,(j
P $7 ;..
Extra Alias . . . . ../.I.. . . . . . .$(.
Certificates ....~IP.fi--j..,~v........$ :..
Attorney
c::::::l
........................................................................................................
Renunciations'1 •.:·"••••••;.$..
........................~en-rt;.~""'.......<.-.0 $
._.__.__.._.._0...~_.~_..~~~~=:~:::.
Tot 1 z -1 ,I'OIT1"1 (;)0
a S r;p..;::::~.~·I /.~~=....·..C=j..·..·.........·....
-n .:::;:..:J::J-".o p::X I
o~::u.:.r==;-u,'"~~~
~.£~
DI(7:
~2
fb3 <Ji/oe.130.
)
1KnDlU i\ll :!Irn my ijJ~ese 'resents
Estate of.....!~J.~.~r......f.gr.JJ...:................................................}N f 19EtBthlhTw0...............................0 ..late of ~.§~~~~m P..!!,Deceased
KNOW ALL MEN BY THESE PRESENTS,
That we,.!."11.a....r..u.r.1.j....I..s lr.1nc.1p.a.l an9....Jl.n1.t.~.d s..~.t.~.B F.1d~.lit.y:..~..nd G.uar.ant y Co •
..........~~.~.l.~.!m9..r..~M.~:t~;?M.r..~.:t.y..
all of Washington County,Pennsylvania,are held and firmly bound unto the Commonwealth of Pennsyl-
. f h f h'd'h . h f One Thousand D 11vama,or t e use 0 t ose mtereste m t e estate,m t e sum 0 0 ars,to
be paid to the said Commonwealth,to which payment,well and truly to be made,we do bind ourselves,
jointly and severally,for and in the whole,our heirs,executors,administrators,successors and assigns,and
each and every of them,firmly by these presents.Sealed with our seals and dated the ?!l:~..!day of
....................~b1:.~.y.A.D.,one thousand nine hundred and ~.1.X:t.Y N..1.n~.
Co.~"n '~l'.......·aWs·k..Fl'a~~@tfQly)anty
B.a.l~J M.Q...!l!(SEAL)
By ..........~~f'1 1"....~..
Sealed and delivered in the presence of:
THE CONDITION OF THIS OBLIGATION IS,That if the above bounden ..
..· · ··r·r~b1:·~·~·~·..·?·b1:r.·~·j · · ·..··.
Administra1Jl:r or any of them,shall well and truly administer
the estate according to law,this obligation shall be void as to those who shall so administer the eJtate;but
I
otherwise,it shall remain in force.
~tattmtnt of ~urrty
I,,surety in the sum of $on the
administration bond in the estate of...:.':,say that I reside at
..............................................................................,Washington County,Pennsylvania;that I am the owner of real estate,
the title to which is in my own name and duly recorded,situated in L ,
Washington County,Pennsylvania,worth above all encumbrances $;and that I am worth
the amount expressed in said bond,'over and above my just debts and liabilities."
"-j................................................................................,.
•H .
Street P.O.
~tattmtnt of §urrty
I,,surety in the sum of $on the
administration bond in the estate of..;,say that I reside at
..............................................................................,Washington County,Pennsyl-yania;that I am the owner of real estate,.,.
the title to which is in my own name and duly recorded,situated in',
Washington County,Pennsylvania,worth above all encumbrances $;and that I am worth
the amount expressed in said bond,over and above my just debts and liabilities.
.Street P.O.
COMMONWEALTH OF PENNSYLVANIA,}S5:
WASHINGTON COUNTY,
And now 19 comes .
who being duly sworn,says that he is acquainted with the financial standing of the securities to the within
bond;that the said obligors have each executed the said bond and that the sureties thereto are the owners
of real estate in their own right of value more than the penal sum of said bond over and above all incum-
brances and exemptions.
S'worn and subscribed before me this ..
day of A.D.19 .
...
#990
No.63-69-813
1\llwiniutrutinn iBnnll
'.
IN THE ESTATE OF
vlALTER PURIJ
__,19 6 9now.July 2,
~-
Bond aPR~ved and Lett....!!"isstred'tto.....;:u l:7')It 11>::tJ f.O -
cnl"Tl """""""
Julia ~j0 §r-
And
:&.:':..-f Vii -.
G":)"'1 ~retwho;!a;dUly qtia1irti=e4.
---•...-ii,7-~o;:;;--~-l .:::z::.~('").::....::::rO~.::o~~s~ll ~o
'"'r '.~cno V1
~
Register
Bond Book 63 Pag.e~
~2
Attys:Jess Costa and
Jack H.France !
RCC-87-RI
;
COMMONWEALTH OF PENNSYLVANIA
Department of Revenue
SAFE DEPOSrr oox INVENTORY
1.Name of decedent.'-iJ~~'~L.T~R..PU8IJ.
2.Address of decedent.~de4It=;.f;:u".../&<'•J
3.Date of death.h -2Z-69 .
~ues~ed the opening of the box.
J
6.Name and address·of the financial institution Where the safe deposit box is
7.Date of contract to rent box.1-7 -S~
8.Number of box.753 ()
9.Title under which box ie registered.a.ttu.il;;'tlli:!"
..
10.Names end ~~hsving 8C~..s to ~.
____......."..~4&d>&n£,<~VJ1,<F<
11.N~d titl,e of employee ~ed with the duty of III8Idng the invent01'1;.
@;}Ju.J~~~~'--Q..~;.uY
12.Was there •will in the box?(Y.......-~':1@:t.,.7.:1::./.
13.If yes,state date of will,name and address of person representative,if
if any.
""f
Page 2
SAFE DEPOSIT rox INVENTORY /..
··-.1'<.
./,!7-'.,I
,,.
L
Instroctions:1 CASH:Report total only.2 STOCK:List in detail'every connnon or
'1 preferred certificate,warrant qr other rights found iri box.Stpcks are to
be designated by name of company,certificate number,date of certificate,
.'~name in which stock is registered,number of shares and class of stock.
(3)OBLIGATIONS of U.S.GOVERNMENT:Number of pieces,dates )Iof issue,face
value,names in which registered.(4)BONDS:Designate by name,amount,
serial number,or otherwise.(5)SAV:mGS BANK or PASS roOKS:State name
of depositor,number of book,last date appearing in book,name of bank and
.....__branch,and balance.(6)JEWELRY,COINS,STAMPS,MANUSCRIPTS,ETC.:List
and describe as .fully as possible.(7)List Deeds,Mortgages,Current
Insur ce Policies or other evidences of indebtedness.8 All other contents.
)Print Name aYld Title
.And now t~du day of ~~~~~~,19f:l.,I hereby
certif.Y under penalty of perj bove record is correct and complete
~E~Owl~~
~A"~~~~.~
NOTE:Use separate sheets if necessary.
Form Xo,nCC-62 (12-66)THIS FORM REQUIRED IN ALL ESTATES WITH GROSS ASSETS UNDER $10,000,UNDER SECTION 701 OF ACT OF JUNE 16,1961.)
EFF~IVE JANUARY 1.1982.(FILE IN DUPUCATE WITH COpy OF WILL ATTACHED)
OFFICE OF THE REGISTER OF WILLS.
County of ..~~~?~~~.rr:9~.
.........~:t:~..l?VR~Y 'of ..Jf:L.t\~b.i.I)9.1..1.'If=:W.Y.QJ;!<.,..ll.~~B..
(Name)(Address)
being duly ~_~9E~.according to law,deposes and says that he is thc~~:i:E..:i:!?_"!:~_~!:~_~~_
(Exec,.Adm.•Legatee.Etc,)
of the estate of ~9.:1t:§_J;.__!'_~fJ_t whose last residence was :f.f§_9§_;:.i-.<;_~!:_QW_l)(-!----)-----------------------(No.)Street
~~~_!:l?.~.:t:~~_~~~~__~_~_!.deceased,and that the whole of the estate of said decedent,who died .!'IyD_?.~_8..#.1_9..6.9 ,
(City.Borough or Township)(Date)
consisted of:
REAL PROPERTY
REAL PROPERTY IN PENNSYLVANIA,WITH STATEMENT OF MORTGAGE ENCUMBRAN<J: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.
/1/po.
~.,.
Real Estate ~::A I ..,A J.-y .~~~-M//Estimated
Value.k.
{·It ('L_AC/___V/yJ\)~None..
./J I IJ ,,"1-'Rf.-'X ~.~/
...........
VVVI ¥11~~I..
(I -",;.6--~-......--)----.........
~
.
Personal Property
First National Bank &Trust Company in Washinqton,~/I
~1}/0(Fredericktown Office)•.•.•.••Account.. . . • • . • . • . • • . • . • •• • . .~•'$200.50
I ,
.....//i
1962 Corvair ••..•.•.•....•.••..•.•.•.•.•.••.••...•...•••..'!.t;>r:'?::'1 225.00
I
_.
I
Total...........$425.50
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.
Jointly Held Property Estimated "-Value
None.,,.--,
-
\
.
-
Transfers within TWO YEARS Prior to Death
None.
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 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 a<idresses who have illegitimate children STATE YES ANNUITANTS BENEFICIARYaninterest,vested,contingent or otherwise,in estate.)are involved,set OR NO AT DEATH OF IN ESTATE..-.-forth this fact.).DECEDENT
Julia Purii Wife Yes 1/2
Helen Purii Daughter Yes 1/2-.,-
-
-
I
,
•
RES'lDENT 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.,
ltEGISTER ONLY
Frank Burkas funeral home Funeral expenses paid $1,095 00 $
Family exemption (will not be allowed unless
decedent died residing with a spouse or children.)
Register of Wills Administration Expenses *11 00
Counsel fees *
Fiduciary commission *
I
OTHER DEBTS AND CLAIMS
(*)See Note below
Washington Hospital Hospital Expense 128 00
F.,1.Buckley-Bond 10 00
Total $1,244 OC
...l.4~-:-.la.",:,,;J..6.~tb..S.t;:r.~~t .
(Street Number)
...~~~~~~.I?-~~..~~~.~?~~..~~.~~~.
(City or Town and State)
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.~.~~
Subscribed and sworn to before me this.. . . . . . . . . . . . . . . . . . . . .. .~..~~~~.;eJ..t·....-.(E~e'c~tor-Administrator)•.••.•11£••lE.~lJ::~~N •.Rl~*".'19 69
.~:~:~bIiC.'Nashi~~'on.Washington Co.
My CQmmissiofl tAu;res August 26,1970
Having been duly sw~rn~<:»rding to law,I do hereby certify that the above appraisement is made in conformity with law on this
..................0.~dayOf ~/7J9 .7 ./?~ffi"~.~L.(J _~~~:~..
In the event that any future interest in this estate is transferred in possession 01'enjoyment to coli eral heirs 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.
Register of Wills
REPORT OF~HEGTER
I,the undersigned duly elected Register of Wills in and for.........~.oc;..~.~~'A~~~.. "County,Pennsylvania,do respectfully
report that I have allowed debts and deductions in the amoun s claimed by depone ,xcept 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 ser amount represents the sum allowed as a deduction.
Dated,...~~../g6'f.
I
,,
/
Fonn ~o.RCC-62 (12-66)
WillAdministration INo.. . . . . . . ...Year ..'...
IN THE
MATTER OF THE APPRAISEMENT
OF THE
ESTATE OF
WALTER PURIJ...................................................................
Deceased
Late of ..~~~.t:..\~~.t:J:1~.~~~.r~~~.~1?-~~>':~t.P ~
:\€.,~:::0 e-~:v-rn c c::=\
County of .~?~~~(}~.~.:;:..m,.
-'-\rn .......,,,-4.,c-rn .-~.Commonwealth~:Pennsylvania ""o o·:l=='":z:..-n ::::::xpo
t;':"E.;Q :::'REPORT?A~PPR1JSAL'"0'Q _":P"(l)~-
J.D.Costa,Esq.
..
l