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Home My WebLink AboutOC1969-1282 - ESTATE OF HAVELKASigned,sealed,.published and declared by STANLEY HAVELK~, j survives me andIfmywife,ELIZABETH HAVELKA, I hereby nominate,constitute and appoint my LAST WILL AND TESTAMENT I,STANLEY HAVELKA,of Lawrence,Washington County, SECOND: THIRD : IN WITNESS WHEREOF,I have set my hand and seal this Ii II III! II!Ilj 11!i Pennsylvania,being of sound mind,memory and understanding,doIid II hereby make,publish and declare this to be my Last Will and,I 1\ II Testament,hereby revoking and making void all former w'llls or IIl'II II Codicils by me at any time h~retofore made. I,FIRST:I direct and order that all my just debts andII II funeral expenses shall by me Executrix hereinafter named,be paid !I 11 out of my estate as soon after my decease as shall by her be found Ii!jIi convenient. I!Ii IIl'ilIi at the time of my death is entitled by law to a share of my estate,IiIiI!I direct my Executrix to set aside a portion of my estate equal toII II such share,and I give and bequeath such share t~my wife,then allIiIiIItherestresidueandremainderofmyestate,be it real,personalIt!iI,ii or mixed,and whether acquired before or after the execution ofdP 1t this Will,to my beloved children,STANLEY A.HAVELKA,CHARLESt,IJI!!I RAYMOND HAVELKA g GERALD JEROME HAVELKA,ALFRED EMANUEL HAVELKA,andII. !j I!ROENE ELIZABETH SEVERYN,equally,share and share alike. I'iIIIII"ilII daughter,ROENE ELIZABETH SEVERYN,as Executrix of this Will.I,.IiIi II II 1ft(day of July,1965.IIIiI·,I., IIIiII"I;ifIiI!. lithe above named Testator,as and for his Last Will and Testament,l. II in the presence of us,who,at his request,and in his presence, I·il l!and in the presence of each other,have hereunto subscribed ourIi Ii names as attesting witnesses this fflr day of July,1965. !lIiiljlIIj, II 11"}l II :,i i\ffi~auit (@f iExrrutnr (@r i\bmiuistrntnr t;tatr nf 'euunyluauia.t 55: (lJ.l1uuly nf lIa5~iuglnu ~ Personally before me,the undersigned authority,a NQ.t.§.t:Y.£y.b..li.c...in and for said County and State,appeared Bg.§.R~~JJ.?,;gl;H~J;,h S.gy..§;t;'.Y.n who,being duly sworn according to law,deposes and says that S he is the executor or administrator of the estate of ............§.~§.'9.J.~y..J!~y.§J:~~deceased,that the foregoing schedules constitute a complete inventory and appraisement of the real and personal estate of...~.~§.'9J§.Y..B.~.y..§J'!5.?J:, 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 1cclmmisM'MmX S 'c'd b 'bdbf h'29th ~L'worn an-su scn e e ore me t 1S........................~ day e!..~:~:~~..~_?A ~~ .NO·~·~..'u15r~t::'-Washl.n····ton·..· ·Roene El zabeth SeverynWash~ngton County,,Penna.~DDITIONAL INSTRUCTIONS 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 Copies and 2 RCRl-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 ,41utttutnrg aub .i\ppraiBPmtut of the goods and chattels,rights and credits which were of S.tJ~P,...lJ~y.ijg.y..§.l.~g ;late of J.e.~;t;'.sm.~.g.,C.g9.i.J.l'.QmJ.§@;i,p... Washington 90unty,Pa.,'taken and made in conformity with the above affidavit.. .r DOLLARS CENTS Bank Account -Mellon National Bank &Trust Co. Acct.No.66~7309 1$1020 70 1~383 45 25 00 Total Personalty $20,429 15 Pittsburgh National Bank -Account No.13141 Car Tit1e-1955 Ford Sedan No Realty ,, d./38 &3-/;'r-Ic2!r2 Inventory and Appraisement IN THE ESTATE OF .f1, \, I 19.7.0....Filed ;,,'. f .f.~,,''.,...,..'.\.:..~.!:~.~.~~y'....B;~Y~J~~.!.....P'.~£.~~.§.~g.f ..... '/',[:',"'••••~:".(".,J\\,~ .',f or I \'\.\',\'\.',.1 ,/ II f : .-- C::'J fJ (J'l .....-"'0--~.,-"", ..t.l I ::E;:oJ;>'rn::O CfJG)CX~ffl_(f)(n Z ---',,-, (D rn ;-- -l ::n r- a .,......,_,.--'1"""....-.-;'l ~ .~)/'.....-r.;,:-r·""<::>.....-.0-/..:;?::::-oro:p-(J) ...--'c:::;l c:::>~--,__i .-.J --n--.,.-\rn ·0 ,.,r: GREENLEE,RICHMAN,DERRICO & POSA r I ~9 DI!r:glfP~33S- .' Form RCC-33 RE!,IDEN:T DECEDENT ... COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS ;,.'" CO·U:·NTY.OF ...::. IMPORTANT:This·return must be coinpleted in detail and.filed in duplicate,.with will attached,with the . ,'..:Register of Wills of the County where decedent.resided;Return is due within one year after date of death,unless an extens ion is granted by·the.Se~re tary of Revenue.(Section 703 of ___the _Jnlleritl'l.nce_.l'l.n!l ~E.~tllte _:fax A,ct of lIHU.)· Roene Eli.zab~t1J Severyn, and say S .....~.t:?~l¢..;~~~;i;:;.;~;~~.~~~~.~}:::uA ;;:OF (State full name of decedent) Late of.·.::,WasJ;1:t.ngto.~,County :O~Ema'BK state of ,:eeimSYlv.a.ni.a :..~} '..5S; County of .WCJ.~h.J.ng~~p._,: _. ........................................'m••R(::r~n~.:..:E.1.;!".~.9.p..?.th S..ev.et'.YP..:,J.,' ,.., ,,.,, , ,, ,,.,. ~.of the estate cd the·above~named decedent being dulysworn,depose S Executor ,.Novemb er 4Decedent'died',". (Month) ., .Name and address of attorney .or}"'GREENLEK RICHMAN DERRICO &POSAothe.r authori zed r epre s entative to .'," "j......·h·~··"··.., ·,,·,,·,,,..··..""·id·"· ·····..·h..~""" ,.. whom all correspondence should be 3~5 'WClS~l:lgt<:>l:l T:r1.1~~Bg~,YJ'c:l~:L'Ilg~()'Il,:I?~'Il~c:l .. maileg.. •.,''.,.'. That as such :....E.X.~.c..U.t.r.;t~....:.....;..:dep()nent is familiar with the affairs of said estate and the property con- ,·(Ex"cutor·Admil1i.trator)'.". stituting the assets thereof and their fair market value. Thaf'at the time of death there was no safe deposit buxregistered in decedent's individual name,or jointly with,or'as agent or deputy of another,or iudecedent'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'"IvHICHJ)ECEDENT RENTED"A SAFE'DEPOSI'T BOX . _.~. THIS'SAFE DEPOSIT BOX RENTED IN NAME OR.NAMES OF RELATIONSHIP OF .JOINT HOLDERS TO DECEDENT That ,the contents of3fiid .safedeposit box or boxes are itemized under Schedules of this return~with the exception of the following,for the reasons hereinafter ..set forth: "'That Schedule A·atta~hed hereto and made part hereof sets forth full v and in"detail all the "real property in the Commonweal,th of P-ennsylvan:1,a of which de.cedent died,having an interest therein.It at·so sets forth th'e mortgage·encwnbrances upon each parcel of rea:J.property at the date of death,giving 'th'e amount still due iltdeath,name 'of mortga~\\le,date,rate of interest,.and book and page of record thereof.It also sets forth iTl the columns prQvided therefore the ass\\lssed.valuation of each of said parcels,the estimated market value thereof as of date of death of decedent. ~'.", That Schedule B attacned hereto and ,Il!ll-de part hereof sets forth fully and in detail all personal property wheresover situated owned by the decedent at the time of death;all moneys left by the decedent .UtI'datthetimeofdeath,whether in decedent's immediate possession,standing to decedent's credit in banks ••'._."'".....III"'"-f:-of deposit,savings banks,trust companies,or other institutions,whetherindividually,\or.;in.ti'us"~for ,....,"",:~-.any other person or persons giving also separately the accrued interest_.thereon,i,t'.~ny·;,down ~o,·the"l,ast 'interest day prior;to decedent's death in the case of saVings banks;'and to the da..t5:.~~,-decede~t'S de-~th in all other cases;all bonds,postal saVings,treasury certificates or notes and other:evidence of in- .debtedness of the United States to the decedent;all Oblig~tio~s,whether by sta~ute ~r agreement $hey are designated as'tax'fre~,or the Uni ted StateEl,or any state;'or political sUbdivi~iOn there~f,"~.or of --.I'!'.-...,,--'any foreign country,whicht are owned at 'the time of death;all wearing apparel,jewelry,;silverware,,,'pic- tures,books,works of art,hous~h~ld furniture,horses,carriages,automobiles:,bo~ts;".and ~y,.and a~l 'other personal chattels-of whats('lever kind or natqre,left by decedellt,togetber with the fairly estimated market 'value'thereof;all'·bonds and'mor·tgages held by decedent .and of all ,claims due and OWing"d~cedent at the time of death,and all promissory notes Qr,other instruments in writing for the payment ~f money or which decedent died possessed,'of whatsoever ntlture,with interest thereon,if any,giving the face value and estimated fair market value'thereof,and if such estimated fair market value b,e less than the face value,it sets forth briefly the reasons ror such depreciation'as to each item;all moneys payable to the estate from life insurance policies carried by decedent;all annuity and endowment contracts the proceeds of which were payable upon the death of the decedent;and all the corporate stocks and dividends due thereon and unpaid as of the date of death,bonds and accrued interest thereon to the date of dece- dent's death and other investment securities owned by the decedent at the time of death,with the market value thereof at such time. In the case of securities of close or family corporations,the values reported are as far as possible substantiated by financial statements of the corporations,showing the assets and liabilities thereof as of the'date of death.The schedule also sets forth the interest of decedent at the time of death in any co-partnership or business,and in support of the value of such interest there is annexed to said schedule,financial statements showing the assets and liabilities of said co-partnership or business. A copy of the co-partnership agreement,(if oral,a statement setting forth the nature of the agreement) together with a statement setting forth the character of the business,its location,and such other facts pertaining to the business as maybe pertinent to a fair and just appraisal of the decedent's interest therein must be submitted.·It should also set forth in itemized form,together with the fair market value thereof,any other property owned or bequeathed by the decedent at the time of death. The Schedule C attached hereto and made part hereof sets forth a true answer to each inquiry contained therein and in the case of transfers ofproperty,real or personal,within two years of decedent's death,in contemplation of decedent's death,or intended to take effect in possession or enjoyment at or after death,said schedule sets forth the nature and value of such property,to whom transferred,the relationship of the transferees to the decedent,the proportionate share received by each transferee and all other facts of a pertinent nature regarding said transfers.In the case of transfers intended to take effect in possession or enjoyment at or after death,there is also attached to the schedule a co~y of the deed,trust agreement or other instrument creating the trust.TherA is also set forth in said schedule a list of all property,real and personal,with its value,which passes at decedent's death by virtue of the exercise by decedent,either individually,or jointly with another,or any power of appoint- ment vested in decedent,either individually or jointly,by the ,Will,deed,or other instrument of another, with a copy of the instrument creating such power attached to'the schedule. •t '~ That Schedule D attached hereto and made part hereof sets forth the names and addresses of all persons beneficially interested in this estate at the time of decedent's death,·the nature of their res- pective interests,their relationship,if any,to the decedent,together with the ages at the time of decedent's death of all minors,annuitants and beneficiaries for life under decedent's Will.It also contains a statement showing which of the beneficiaries named in the decedent's will,if any,died prior to decedent,the dates of their death,their issue,and the relationship of such issue to the beneficiary. That Schedule E attached hereto .and made a part hereof sets forth all property,real and per- sonal,owned by the decedent jointly with another or others,including intangible,standing in the name of the decedent and others,plus the date and place of record of instruments effecting the vestiture of real estate and the date of acquisition of personalty,plus the name,address and relationship,if any, of co-owners to the decedent. That Schedule F attached hereto and made a part hereof sets forth fully and in detail all debts and deductions claimed for and on behalf of this decedent's estate~including funeral expenses paid; family exemption,where applicable;costs of administration of this estate;counsel fees and fudiciary's commissions paid or to be paid;cost expended for burial trusts,tombstones or gravemarkers,and reli- gious services,in consequence of the death of the decedent;debts and claims owing and unpaid at time of,..death;taxes accrued chargeable for period prior to decedent's death (except.those allowed under Section 651 of the Inheritance and Estate Tax Act);together with a statement of collateral pledged for obliga- tions,if any.It is agreed that the fiduciary will present proof of said claimed obligations.upon re- quest,that if the amount actually paid in settlement of any fee,commission or debt is less than the estimated amount claiming and allowed,that the same will be reported to the Register of WillS,and that the amount of tax assessed can be reassessed in accordance therewith. That the totals of the appropriate columns in Schedules "Aft,"D","C·,"Eft,and "F"as directed therein,· have been carried forward and properly registered in the Summary. Subscribed and .sworn to before me this . ................~...~5?..~.'....':d;~_Of ·.....~r~·~1?·~~..·..········..19 10 . ...........>~?!2k:y;:z.·;~...~9~c~r~y:...f.~P..1;cWashing'tQit::=W'~~hington County,Penna. My Commiss~~n~·E~pires:L2z~¥/f23 NOTE:Before signing affidavit make sure all blank spaces in the affidavit and schedules annexed are filled in with details or the word."None",and in case the assets include rare and unlisted securities, securities of close or family corporations or an interest in any co-partnership or business,that the data and statements required under the paragraph above relating to Schedule "B"are attached._Also make certain that column #1 in the "Summary"has been properly completed as above-directed. RCC-34 (1-64) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS TRANSFER INHERITANCE TAX RESIDENT DECEpENT .\ SCHEDULE "A" REAL PROPERTY Real property in Pennsylvania,with statement of mortgage encumbrances upon each parcel at death of dece- dent.Where property held as joint tenant or tenancy by entireties,report on Schedule "E".Property held by the decedent as tenant in common with another or others,should be identified as to quantum of interest and the estimated value should be that of the decedent's interest only. The real property located In the Commonwealth of Pennsylvania should be (1)(2)(31 described by lot and block number,street and street number,together with DEPARTMENTageneraldescriptionoftheproperty,with a reference to the record of the ASSESSED VALUE VALUATION conveyance by which the decedent took title;If a farm state number of a·FOR YEAR OF ESTIMATED CAUTIONcres;also statement of mortgage encumbrances upon each parcel at death DECEDENT'S MARKET VALUE (Do not writeofdecedent.Taxes,assessments,accrued Interest on mortgages,etc.,are DEATH In this space)to be listed on Schedule"F"and must not be deducted from this schedule. NONE "- '. Insert this total opposite "real property",Schedule "A"in the X X X X X "As Reported"column on the last page of this return. RCC-35 C~MMONWEALTH OF PENNSYLVANIA TRANSFER INHERITANCE TAX RESIDENT DECEDENT SCHEDULE "B" PERSONAL PROPERTY INSTRUCTIONS:This Schedule must disclose all tangible and intangible personal property owned individually by the decedent,at the time of his death.Property owned by the decedent jointly with another or others must be listed under Schedule "E".Inta~gible personal property,titled in the name of the decedent,but payable at death to another or others,including but not limited to P.O.D.U.S.Savings Bonds and tenta- tive trust accounts,must be listed,despite the fact that they are not of the administered estate. Tangible personal property should be listed first (e.g.jewelry,wearing apparel,household goods,and furnishings,books,paintings,automobiles,boats,etc.) Intangible personal property,such as bonds,treasury certificates,cash on hand and in bank,.. stocks,'mortgages,notes,together with accrued interest or dividends,salaries or wages,insurance pay- able to the estate or fiduciary in said capacity,partnership interests,interest in any undistributed estate or or income from any property held in trust under the will or agreement of another,even though located outside of the State,at the time of death,should be listed in this schedule. 2.Bank ~ccount -Pittsburgh National Bank Account No.13141 1.Bank Account -Mellon Nationa1'Bank &Tru t 00.-Account No.66-7309 Item No. 3.Car Title ITEM List and describe fully -1955 Ford Sedan UNIT VALUE ESTIMATED MARKET VALUE $1,020.70- 19,383.45 25.00 DEPARTMENT VALUATION (Do not write in this space) ?D Insert this total opposite "Personal Property",Schedule "8"in the "As Reported"column on the last page of this return. x X $20,429.15 RqC-36 comroN1\'EALTH OF PENNSYLVANIA TH.ANSFER INHERITANCE TAX ~~SIDENT DECEDENT SCHEDULE "c" TR.4.NSFERS (1)Did decedent,within two years ofdeath,make any transfer of any material part of his estate,without receiving a valuable and adequate consideration therefor?(Answer yes or no)no (2)Did decedent,within two years of death,transfer property from himself to himself and another or others (including a spouse)in joint ownership?(Answer yes or no)no (3)If the answer to (1)or (2)above is in the affirmative state: (a)Age of decedent at time of transfer ___ (b)State of decedent's health at time of making the transfer.(Note 1). (c)Cause of decedent's death.(Note 1). (4)Did decedent,in his lifetime,make any transfer of property without receiving a valuable or adequate consideration therefor which was to take effect in possession or enjoyment at or after his death? (Answer yes or no)__~n~O~__ (a)Was there any possibility that the property transferred might return to transferer o~his estate or be sUbject to his power of disposition?(Answer yes or no)_ (b)What was the transferee's age at time of decedent's death?__ (5)Did decedent in his lifetime make any transfer without receiving a valuable and adequate consideration therefor under which transferor expressly or impliedly reserves for his life or any period which does not in fact end before his death:no (a)The possession or enjoyment of or the right to income from the property transferred? (Answer yes or no)__ (b)The right to designate the persons who shall possess or enjoy the property transferred or income therefrom?(Answer yes or no)__ (6)If the answer to (5)(b)above is in the affirmative,state whether the right was reserved in decedent alone or others -:-----:;--_ (7)Did decedent in his lifetime make a transfer,the consideration for which was transferee's promise to pay income to or for the benefit of care of transferor?(Answer yes or no)__~n~o=-__ (8)Did decedent,at any time,transfer property,the beneficial enjoyment of which was subject to change, because of a reserved power to alter,amend,or revoke,or which could revert to decedent under terms of transfer or by operation of law?(Answer yes or no)rio (9)If the answer to (8)above is in the affirmative,was the power to alter,amend,or revoke the inter- est of the beneficiary reserved in the decedent alone or the decedent and others? (Answer yes or no)no NOTE 1:The answers to these questions should be supported by affidavit by the attending physician as well as a copy of the death certificate. NOTE 2:If answer to any of the above questions is yes,set forth below a description of the property transferred,it's fair market value at date of death,dates of transfers and to whom transferred,with relationship of transferees to decedent,if any.Submit copy of any trust deed or instrument,if trans- fers are claimed to be non-taxable,also submit detailed statement of facts on which said claim is based. NOTE 3:List applicable property below in manner in which provided in Schedules A,B,or E. ITEM DESCRIPTION MARKET VALUE (Estimated)DEPT.VALUATION (Dept.Only) Insert this total opposite "Transfers",Schedule "C"in the "As Reported"column on the last page of this return. C(\M\!l)NWFt\LTH 0F PENNSYLVANIA ('n \,,~';FFn r~H1~1UTi\NCE TAX nrsrnENT DECEDENT SCHEDULE "E" JOINTLY OWNED PROPERTY I:'\STRl'CTIO!\S:This schedule must disclose all property,real and personal,owned by the decedent jointly with another or others,including intangibles,standing in the name of the decedent and others.List real estate first,as entireties,or joint tenants,giving brief description,as indicated tmder Schedule "A",plus the date and place of record of instrument effecting vestiture,but do not include entireties or out of state real estate value in estate valuation column.Personal property should be listed as in Schedule "B",plus date of acquisition,and the name,address and relationship (if any)of co-owners to the decedent. Description of Property,Date of Acquisition,N~me I unit Address and Relationship of Co-Owners,and Place l Value of Record of Instrument,where Real Estate.l NON E perc;ntag~---!\T~,~tate Share Luation I DEPART}!ENT VALUATION CAUTION-Do not Write In This Space. Value of Value of Entire Decedent's Property Interest Insert this total opposite "Jointly Owned Property",Schedule"E" in the "As Reported"column on the last page of this return. IL....~J , !"''''' RCC-37 (12~63) COMMtlN\\'EALTH OF PENNSYYLANIA 'TRANSFER INHERITANCE TAX RESIDENT DECEDENT SCHEDULE "D" BENEFICIARIES ',,\1". BENEFICIARIES AND ADDRESSES RELATIONSHIP SURVIVED-(If step-children or DATE INTEREST OFStatefullnamesandaddresses,of all who illegitimate children DECEDENT OF BENEFICIARY ave an interest,vested,contingent or other-are involved,set STATE YES IN ESTATE wise,in estate)forth this fact.)OR NO BIRTH Elizabeth Havelka Wife Yes 1/3 Box 195.Lawrence.Penna. " Stanley A.Havelka Son Yes 2/15 P.o.Box 366 Verdi ..Nevada ..89439 Charles Raymond Havelka Son Yes 2/15 4674 Marina Drive Pittsbur2:h ..Pa.15207 seax 'l:esx Gerald Jerome Havelka Son Yes 2/11) 206 Cummins Ave. Houston,Penna. -~" Alfred Emanuel Havelka Son Yes ?/111 2575 Onoio Street Sparks.Nevada 89431 Roene Elizabeth Severvn 1 1 Yes ?/111.t:: 651 A1Dine Drive Canonsburg"Penna. ". .,, ': - ( h Deponent further says that all the above-named beneficiaries are liVing at this time except below: NAME DATE OF DEATH RESIDENCE - -,.---- Will {~~wt~~No.63~69~12i2lr ..19.69 D<THE ~IATTER OF THE APPRAISEMENT OF THE ESTATE OF (Executor-Administrator must complete "As Reported"column #1.) C1 ....,""0 ~......(l)(l) 0 P>...e.en ='enenen0.....='""0~(l)e.......P>en 0>:""0 'eP>(l) C"'...... ;:0 0 ~'e ~(l)...en ,...,...'<P>,... (l) ST.ANLEXaAVELKA Deceased Late of .I.a~:t"~Il~~~.~~C?~~.'J:·()~S:l1:i.p.. ...... I 10· '1 enc:~~;> ~.-.........too<:W en ennn?"P""?"'n ~->::::::------- -v.>-v.>~-v.>-v.>-EI9 ~~........to .0;>....,0 en iF';po •• I\.:)o ~O~.-..~o \.Oo.g -•••.,:0-.....0 .....·it VI OVI c..- Co , --.I f' :::1 C-il >r~q ::r". (j10 r:r-')I'~:~;:;;~~.~\;~ REPORT AND APPRAISitLr·,f "fi ..__..•-~, I _.....J -.-'~.-'"r-.F~.:J~~:.,r.~J ~/ c::>_.__ (J :::;::}. r-:~-'0 f~•.-.- J""<...--;0. Commonwea!~-9-f Pennsyl~ia County of W~l?h~Ilgt:o:tl -EI9-E19~-EI9~-E19 GREXNLEE,RICHMAN,DERRICO.& POSA Qj ,,0 .~. ~. :::-a • ......~.. ~. ....0 ~. ~. ~ ".~. ;>:r. tl~k;...-3 :::Ir.c.......... Form RC ColO DEDUCTIONS ALLOWED IN J OFFICE OF TME REGISTER OF WILLS OF Wa shington COUNTY STATEMENT OF DEBTS AND DEDUCTIONS THE SUM OF $. DATE APPROVED . AND AGENT OF TME COMMONWEALTH ESTATE OF Stanley Havelka Register of Wills,Age~t LATE OF Box 195,Lawrence,Penna. DATE OF FILING APPRAISEMENT DATs:OF DEATH Noy.4,1969 DATE NO.OF NAME OF PAYEE REMARKS AMOUNTVOUCH"1It 19~19 Nov.13 Register of Wills ~etters of Administration 16.00 Nov.18 ~ashington County Reports IAdvertising Estate 14.00 Dec.15 Daily Notes IAdvertising Estate 12.50 Nov.18 G.Rodgers Obtaining Witness Sigs.,etc.20.00 Dec.15 Mario D'Angelo !Funeral Services 1665.00 Dec.15 Ma lone's Flower Shop Flowers -Funeral 71.00 Dec.15 St.Agatha Church funeral Services 100.00 Dec 15 Vets.of Fore~2n Wars ~mbulance Service 30.00 Dec.15 Gaydos Monument Co.Monument 500.00 Dec.15 Pittsbur~h National Bank Bank Charge 1.97 19 J0 Elizabeth Havelka,Widow Family Exemption 1000.JOSeD~.~9 Sent 29 Greenlee.Richman.Derrico ~Attornev's Fee 400.00 Posa Sent.29 Greenlee.Richman.Derrico ~Reimbursement for Filing Posa finventorn&A~praisement &22.ebts &educ 10ns 00 - Total ~3852.47 COMMONWEALTH OF PENNSYLVANIA } COUNTY OF Washington S8: I,ROene Elizabeth Severyn ..'..."'"\............... MyRA J.HARSH Notary PUblic.Was~ington.Washington Co. M~CQmmission (ipires Mlrch 12.1913 .'-...-,-" t. ," " .l '. .. (:;) L •-'UJ L_:'~. .::r '.. (,1)<::t::,>-J 0-:~_oj-0~"~.-W··f-r l.t--.,.. 0 ....-cec1·-,w p.-'\.J 1--........1.'I jloGo, 1./)(f)-...,...<.J')-~ :::J <.9 if) 0:::t.>J <tc::;;: " .' r .1 (.:r (.f, ."-.7;.t .. R CC-81 (2-64) COMMONWEALTH OF PENNSYL VAN IA DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS INHERITANCE TAX DIVISION NOTICE OF FILING OF APPRAISEMENT ROEN ELIZABETH SEVERYN IN YOUR REPLY PLEA8E REFER TO 38-23-6 ! In Re:Estate of_--lioSLJ.±..c,BI.l.DI...lJ.s;eYfdT---l,JHi/:l.::l.lLv.s:;.eJ.l..Akad.---------- ___...:.;W:~a:::;s;.:;hl:::·ng~t~o:;:;n~County -File No.63-69-1282. Real Estate _--'-~:__-----_ Personal Property -=2~O~.~4~2~9~.1:L5---Transfers _ Total ""'"""'""2"-lO~1~lI-'J2;.,;9z..·..LJ..;.J5 _ 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 _--=1=1-....:1==3::...-...,!.7..;::O-------- DATE OF DEATH:November 4,1969 Note:This is not a bill. Signed tv.II ~o-y f2k<~ Title W.R.Chaney,Chief Appraiser .,. , RCC-39 (5-68) COMMONWEALTH OF PENNSYLVANIA TRANSFER INHERITANCE TAX RESIDENT DECEDENT SUMMARY Estate of Hg,yelka (Last Name) Stanley (First Name) DATE OF DEATH_11_-_4-_6_9__FILE NO.63-69-1282 (Initial)...-........-_.~-....,- REPORT OF INHERITANCE TAX APPRAISER I,the undersigned duly appointed Inheritance Tax Appraiser in and for the County of_'.:..:~l.:::a~s.:..:h=i.:..:nQg-=t-=o=n~_ 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:11-13-70 IIl.B.Q~e-vb -INHERITANCETA APPRAISER REPORT OF THE REGISTER OF WILLS I,the undersigned duly elected Register of Wills in and for 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. Dated:_ REGISTER OF WILLS VALUE AS REAPPRAISED $-------+--20.L2Q IS 20.429 15 $20.429 15 20,429 15 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 annuities.. . . . . . . . . . . . . . . . . .$t= - ESTATE TAX ASSESSMENTS $_ FOR USE OF REGISTER ONLY Tax on·$----------if---2% Taxon $~ Tax on $5% Tax on $10% Tax on $15% Exemptions * Total Estate ~-_ TOTAL TAX COMPUTATION OF TAX $-------4-- $--------ll--- $-------4-- $-------4-- $-------4-- $--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 $---l . AMOUNT OF ESTATE TAX ASSESSED $----~L- Estate tax paid $----Jl- BALANCE DUE $ ----.JL- Add interest at rate of 6%from t= ------lto-----$-----~ TOTAL TAX BALANCE $--------1 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 t No. IN THE Year .. '). MATTER OF THE APPRAISEMENT OF THE ESTATE OF STANL:E:Y...l1JI.VLKA Deceased Late of .CECIL... County of WASHnJGTON Commonwealth of Pennsylvania. REPORT AND APPRAISAL ~ ;' Fonn RCC-2 •. DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS HARRISBURG.PENNA.17127 COMMONWEALTH OF PENNSYLVANIA RESIDENT INHERITANCE TAX APPRAISEMENT DATE Nov.ember.13.,19?O . COUNTY W.ap..hingt.Qn ::. FILE NO...9.?::.§.9.::J2.??..:. Whereas,§t.~nJ::~y H~.Y.~~.K~late of .G.~.9..~J .. in the County of J~~.;?JJ~ggt..9.:\L Commonwealth of Pennsylvania,having died on the .f.9.1.ll.:'.~h day of Ngy..~~~!...................................19..~.9.,seized and possessed of an estate subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania; Therefore,I,w..~.B:.!.Qh~n~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. PERSONAL PROPERTY: Description of Asset Unit Values $ Appraisement Made for Inheritance Tax Purposes .. Total 2D,429 15 20,429 15 . . . Having been duly swo.rn according to law,I do hereby certify that the above appraisement is made in con- formity with law on this day of 19 . Appraiser (Number and Street) (Post Office) ................................,Penna. ......y,,&.~h:L;n..gt9n...County RESIDENT INHERITANCE TAX APPRAISEMENT Estate of ?~~~l3.Y....!ICl:YE:l:P~§:.... Deceased. Late of Cecil Date of Death,~?::.'*:.§.~. Appraisemei!t Docket Vol :.?8,~-. Page,?3~.9.No..9.3.~.9.9..':::+.??? Filed in Register's Office,11.:~?..:19!..?. Amount of tax due,$,. DEPARTMENT OF REVENUE Received, Examined and Approved,. Wrote abo.ut Appraisement, Appeal fyom Appraisement,.. Entered and charged,. I' • j"------..1i\ffi~auit (@f 1fxerutnr (@r i\~miut!itrutnr ... t;tatr uf Jrnnnginuniu,~ss: (lJ.UUllty uf JtIunl,inytull \ Personally before me,the undersigned authority,a.NQ.t.a.ty.1?JJ.'b..li.c ..in and for said ~5 County and State,appeared Bg.§.Q.~~Jl~§p..g.th ~.<2.y..~;\;.Y.D who,being duly "~-:sworn according to law,deposes and says that s he is the executor or administrator of the estate of Il %~:•••..•••••••§.~.§.~.!.~y g~y.§?J~~deceased,that the foregoing schedules constitute a U)~u .1 .i §~complete inventory and appraisement of the real and personal estate of......~.~§!.Ql~.Y.....H.~.y.!?J!s.~...._,I ..~.~deceased,except re~l estate outside the Commonwealth of Pennsylvania;that the figures opposite each item I ,:-t ¥,.5"of real and personal estate in the foregoing schedules are determined and stated by the undersigned to '.,~~g",be the fair value of said items as of the date of the decedent's death,based upon a just appraisement of each ~.~7 r.i item made by the above named Executor Kdntto.ist~. .j ,~'~.S d b 'b db f 'h'29th l~L"",Q worn an su scn e·e ore me t lS........................~~...# ..j ....•."j'~.day e!-·~·~l·:~·~mb..~/:21:.....C'1.9.9 1f[.f'J ;tt:A.·~~t··~./~j<:/t.&:.,.,.7 ::.4.,.1...-\L_I./.inwuuu 9mrmf--7 -Not~i'ry·;/PublJ.c--::'Qasnin....to·n....·......·......·......Roene El zabeth Severyn Washington County,Penna.~DDITIONAL INSTRUCTIONS . .j 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. S.1 Original and 2 Copies and 2 RCRI-34,Under $10,000;1 Original and 2 Copies and 2 RCRI-SS, 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 3Juur~tnry nUll .Apprnisrmrut of the goods and chattels,rights and credits which were of s..t.sn.l~y.Hg.y..g.1J.sg late of 1.e.~t'.g,l:1.g.g J;Jil!J;;i..l I.9.~'ltt~l1;J..P_ Washington County,Pa.,taken and made in conformity with the'abuve affidavit. ,------.DOLLARS CENTS : 1,~ ..i J 1 Bank Account -MellOn National Bank &Trust Co. Acct.No.66-7309 ., Pittsburgh National Bank -Account No.13141 Car Title-1955 Ford Sedan Total Personalty No Realty 1$1020 70 1~383 45 25 00 $20,429 15 I...!et-".:,.......,.'"-.--~.,...W;itii)iw1.'li.'.".l ',..1~~....1.'·'~'*••1:,\"t s ",-::,,_,<'0''N"~l ~~......::~.~~,,,,*,*'?i;'tl.t~~>p It'~~'.~~_~.-....-...__.~..........~~, :-.:.'. ,.., Inventory and Appraisement IN THE ESTATE OF :>':.:..)?.!:~.~:!.~Y.....!!~Y.~J~§.a .....P..~£.~~.~.~~t~_i~ •:;".wt •.,~• ,.,•••I",'~,,"...........-------.--.--.--''-''.,,-1 'J •.'l\\~""\\,\,\ ~',,11~"fl':'~I ~,\\ Filed __;.,1910- ,. ~,-' ". .-' ... 'Vd "00 N01~q·iIHS~i~ 811111'.10 tnlSH)3}j ON IU \1 !'i .T13SSn~': SO {l Ud 2 lJ09L GREENLEE RICHMAN~DERRICO &,po~;j't I j .'.1~(.,.). ',.\, .; ,,. .i'~. oJ-. :; .., .., " ..~ .':'"'~. ,T%_...'..... ../': (•.J l".... ~,~, ~9