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HomeMy WebLinkAboutOC1969-0927 - ESTATE OF DZIAKr LC-I03 (2-641 ",-COMMONWEALTH OF PENNSYLVANIA DEPARTME~T OF REVENUE •< BUREAU OF COUNTY COLLECTIONS TRANSFER INHERITANCE TAX DIVISION INHERITANCE TAX RETURN FOR INSOLVENT ESTATES 9NL'( OF RESIDENT DECEDENTS COUNTY OF WASHINGTON J This return must be completed In detail and flied In duplicate,with the Register of wills In the County where the decedent resided within one year after date of death,unless an extension Is granted by the Secretary of Revenue. Will Admn.No .19 I,__--<:lA.....,IDiu.ll...J,:D';LL'Z......T:<=A.....K>--of __.....C.....o....k:>..leu..b...l~]~r,.e'g:MJ~P........e .....n....n.....s""'y.,....l....v..........an~i....a"'---- (Nc",e)(Adcl1'ess)Misc. being duly sworn according to law,deposes and says that he is the_--'E....jX"""'eu.C<..ll....l ...t~r:"i...x~-:-:-_-:---:-_ (Exec.,Adm.,Legatee,etc.) of the estate of FR.ANK DZIAK a/k/a FRANK T.DZIliKte l)f_~C~o~k~e-!'!-b~u~r-Egl-J,~P~e!.*:nn~s~y~l!=.-!v'-"~~~~·aOdo..-_ (City,Borough,or Township) deceased,and that the whole of the estafe of s<Jid decedent,who died on __...S.ueo<,ip~t""e""m'*'b':'=""e....r'-;-'2-.....5'-','---'1.......9~6'-"8<C-_(Date) consisted of the assets listed below and that allowable debts and deductions exceeded the fair ma'rket value of the assets and no Pennsy/vgnia Transfer Inheritance Tax is due. Sworn and subscribed .before me~...~ the.-..L5 dqyof A~gu.st 19~ ~~~~-(Signature)~.) .,~,...... ...""".TYPEM9t~l!;!l;dn£Y ires::!une 28.19l.lRear-EstCite,·Pers.. Prcoperty,Jointly Held P~op.or Transfers ASSETS (Attach additianal sheets if necessary) Description of Asset Estimated Market Value Department Valuation CAUT10N(Do .not writ.e in this space) REAL ESTATE: A 1/5 interest in property located in Tovmship of Millstone,County of Elk, State of Pennsylvania.$150.00 / TOTALS $150.00 Amount Approved by Register Amount Claimed DEBTS AND DEDUCTIONS Nature of ClaimNameofPayee REPORT OF INHERITANCE TAX APPRAISER I,the undersigned duly appointeo Inheritance Tax Appraiser in and for the above County do respectfully report that I have appraised the real and personal property as reported in the foregoing schedule at the va es set forth opposite each item in the last col n to he ri ht. Dated: Ann Dziak Greenlee Funeral Home $2,300.00 TOTALS $2,300.00 REPORT OF THE REGISTER OF WILLS I,the undersigned duly elected Register of Wills in and for the above County,do respectfully report that I have allowed deductions in the amounts set forth in the above schedule as claimed,except where I have set forth a greater or lesser amount in the last column to th right~which great:.r o/rlesser amount represents the s~.eda~sa~~:/!ti~,;~AA~-:t;J, Date of Approva I:,.2!;~~~2il4-£&::k:::"""";cJ~.~:....L:..k;;.L._~/17 IN'VII""' Register of Wills /\'"''''''~ ,I ,I ." Will <"",}Adminjstra~io.ri'.No.Year__ IN THE OF THE ,. I'('•'..".I";' ,.,:;-;:..,.·M,A:Tr£~R~OF THE APPRAISEMENT If'(.r:'"','...."~\.....\\"~f/.f114 4't\\\\\ ESTATE OF FRANK_DZIAK a/kLa FRANK T. DZIAK Deceased Late of Cokeburg County of Washington Commonwealth of Pennsylvania.-to':l")('~:..- RePORT ARO:APPRAISAL'f1:'''O ;~C)c::--;-(I)G)'-ri:::;(/)i r::P 1\')-.._~{-(\).r- (::>-::;:..~. ~-.:...-_:>-->\:}~ -.;:;;lj -".,-I iF=;;:-,0r-ci 0')LV "....w JAI1ES C.BANE,ESQ. 307 Washington Trust Bldg. Washington,Pennsylvan ia . ,. I. :.,: ,! l i, ",.l " .. ;'"1 ., R C C-81 (2-64) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU 'OF COUNTY COLLECTIONS INHERITANCE TAX DIVISION NOTICE OF FILING OF APPRAISEMENT ANN DZIAK (Executor ~). IN YOUR REPLY PLEA8E REnR TO 37-247-1 In Re:Estate of ---,'_FRANK~;:,;;=_:D::..:Z::::I=AK=__ _______W_A_SH_ING_T_O_N County -File No.63-69-927 Dear You are hereby notified that the original appraisement in the estate of Frank T.Dziak has been filed in the office of the Register of Wills qf Washin~n County on September 8 ,19J22.Said appraisement reflects the following valuations: Real Estate _--'-__--=1=-5"O.....o...:O::;.:O~_ Personal Property __ Transfers -------I""P'7""""~--....,---Total -1~5-0-.-00------ 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 S_e.....p_t_e_mb--'-er"-8;;;.,,:.....;;;;1;..r.9...;.6~9 __ DATE OF DEATH:Sept ember 25,1968 ESTATE INSOLVENT Note:This is not a bill. ·CO tJfM 0 NWEALTH 0 F PE N N SYLVAN IA DEPARTMENT OF REVENUE' ,b"nJ(i fA-t-i/ /3;--3-z-.--- INHERITANCE TAX DIVISION , D~XH!Jin~244 Washington Trust Bldg. WASHINGTON,PENNSYLVANIA 15301 August 2S,1969 MR.STEPHEN L.WOLFE,CHIEF APPRAISER INHERITANCE TAX DIVISION ELK COUNTY COURT HOUSE RIDGWAY,PENNSYLVANIA lS8S3 Re:Estate of FRANK DZIAK aka FRANK T.DZIAK Late of Washington County Date of death:Sept.2S,1968 Dear Mr.Wolfe: Will you please appraise the property described below and return same to our office at your earliest convenience. Thank you. "A one-fifth (l/S)interest in property located in Township of Millstone,County of Elk,State of Pennsylvania.tT Estimated Market Value $lSO.OO. /lcd 9/4/69 Very truly yours, W.R.CHANEY,APPRAISER Dear Mr.Chaney: After checking over the above property,$150.00 is a fair appraisal. Sincerely yours, ~~ Stephen L.Wolfe Chief Appraiser RCC"'39 (5-681v COMMONWEALTH OF PENNSYLVANIA TRANSFER INHERITANCE TAX RESIDENT DECEDENT SUMMARY Estate of DZIAK. (Last Name) FRANK (First Name) DATE OF DEATH--:;9_-_2::-5-_6_8__FILE NO. (Initial) REPORT OF INHERITANCE TAX APPRAISER 63-69-927 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:__----::0~9:.::-O=8-~6~9'---_ 09-25-68 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 le"e,amouot;s set fo,th In the last columo to the right In Schedule "F:I~e,amouot ..p..seots the sum allowed as a deduction.~ Dated:09-08-69 ~ REGISTER OF WILLS _--:----!-..=E:.:s:..::tate Inso1vent 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 VALUE AS REPORTED $150 ~ =t= 150 2,300 VALUE AS APPRAISED •150 ~ .."';() 150 )0 2,300 )0 VALUE AS REAPPRAISED $-------+--- Valuation of life estates or -l= FOR USE OF REGISTER ONLY Tax on $----------+--A Taxon $~ Tax on $5% Tuoo$lK Tax on $15% ~~ptioos * Total Estate -1-__ TOTAL TAX COMPUTATION OF TAX $-------+-- $-------+--- $--------+-- $-------+-- $-------+-- $....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 $t= Add interest at rate of 6%from to -~--t=$--AMOUNT OF ESTATE TAX ASSESSED $, Estate tax paid $I BALANCE DUE $....JL-- Add'interest at rate of 6%from to $------It=TOTAL TAX BALANCE $-----~,PAID $-J FOR USE OF REGISTER ONLY ADJUSTMENTS NOTE:Where subsequent adjustments are made to the above computation of tax by the Register of Wills,for proper reason, same should be noted below,with short explanation. Will Administration (No. IN THE Year . MATTER OF THE APPRAISEMENT OF THE ESTATE OF FRANK 8Z1AK Deceased .. Late of . County of COIQ!;BURG ..WASHINGTON.... oJ-< Commonwealth of Pennsylvania REPORT AND APPRAISAL -'.' J I f- ......Penna.d/._..~._.._I7 .._._"._./.~..c.(Post Ofllce) Form RCC-2 COMMONWEALTH OF PENNSYLVANIA DATE .......................s..~.Pt..~p.~.~.....?,.....J9.~.9 .... DEPARTMENT OF REVENUE RESIDENT INHERITANCE TAX .........................W.?.~.h~.~.~Q.P.:........................BUREAU'OF COUNTY COLLECTIONS'COUNTY. .,/'APPRAISEMENT FILE NO.........................f:J.3..:::.9..9-:::9.?.7........._........................1HARRISBURG.PENNA.17127 .... Whereas.......................................F.r..an.k....D..~.iak.........................................................................late of ............................9..9.~~P.lJ..r.g ...................................................... in the County of .................................W~§hi.n.gt.Q.n ...................................................................Commonwealth of Pennsylvania.having died on the .....................?5.....t.h.........................................................day of .............................$~.Pt.~~~.:r..................19..~?....seized and possessed of an estate subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania; Therefore.I,.........................w..•,R........c..b.a.n.eY.'.......................................................................,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 AppraisementDescriptionofAssetValuesMadeforInheritance Tax Purposes , $ REALTY: A 1/5/interest in property located in Township, of Millstone,County of Elk,State of Pennsylvania 150 00 , I Total 150 00 Estate Insolvent fonn:'"'::~hb;:::::I~:sw~~T~~~=:~:;~e~~~~Z;5:e~s:pr:is~=;~~~~ ...~ppraser·......·········..··········Z····:··········....··......···....··............................................................................. ,£...JJfumbf!'t and Street) .........h_·".~.A...~............................................................... .........................WASHINGTON .County RESIDENT INHERITANCE TAX APPRAISEMENT Estate of ..............~.ANK ..P~.:r:~. Deceased. Late of CIKF.BURG.,. Date of Death,~~.Pt..~mQ.~:r..?5..l..),,9.9.~. Appraisemel!t Docket Vol.,..3.7 . Page,24.7~1 No 63.~69..~H27... Filed in Register's Office,e.l9.P:t-.~~19..9.9.. Amount of tax due,$.. DEPARTMENT OF REVENUE Received, Examined and Approved,. Wrote abo.ut Appra.isement, Appeal f1'om Appraisement,.. .Entered and charged,.... I • .COM'MONWEALTH OF PEN NSYLVANIA DEPARTMENT OF REVENllE INHERITANCE TAX DIVISION,J~alXU~DXJ'SX244 Washington Trust Bldg. WASHINGTON,PENNSYLVANIA 15301 August 25,1969 MR.STEPHEN L.WOLfE,CHIEF APPRAISER INHERITANCE TAX DIVISION ELK COUNTY COURT HOUSE RIDGWAY,PENNSYLVANIA 15853 Re:Estate of FRANK DZIAK aka FRANK T.DZIAK Late of Washington County Date of death:Sept.25,1968 Dear Mr .•Wolfe: \Vill you please appraise the property described below and return same to onr office at your earliest convenience. Thank you. uA ono-fifth (1/5)interest in property located in lfownship of Millstone,County of Elk.State of Pennsylvania.~Estimated ~~rket Value $150.00. lIed Very truly yours,