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HomeMy WebLinkAboutOC1970-0079 - ESTATE OF O'SHINSKIForm No.RCC-62 (7-69)THIS FORM REQUIRED IN ALL ESTATES WITH GROSS ASSETS UNDER $10,000,UNDER SECTION 701 OF ACT OF JUNE 16,1961.J EFFECTIVE JANUARY 1,1962.(FILE IN DUPUCATE WITH COPY OF WILL ATTACHED) :..' OFFICE OF THE REGISTER OF WILLS County of ..W.B.f?tl:i.n.g:t.Qz;1 . .........&1?~.1:l.?.f~.1,~9 ,of ~P.'Z.P:r:~~.l1~}..q~.AY~Aq~"..~~.,I1QP.s.l?\lr.g,.Pa. (Name)(Addresa) ..-.--being duly__mmm~~Q!,_gm m .according to law,deposes and says that ~e is the m.!i'-etlt_l_1:x ~L_m_m n_ (Exec.,Adm.,Legattt.Eec.) of the estate of M_~_~y Q_~_~~Jg.~_~_~..__._whose l~st residence was 1.Q7 Q-~~~_~~J_g~__.A.Y.:~_!_J _ (No.)(Street) ___________~_~~~_~~_~~_€h_Jc~_!__.._.deceased,and that the whole of the estate of said decedent,who died .R~_C?__'!.§..t l_~§~ (City,Borough or Township)(Dace) consisted of: REAL PROPERTY REAL PROPERTY IN PENNSYLVANIA,WITH STATEMENT OF MORTGAGE ENCUMBRANCES UPON EACH PARCEL AT DEATH OF DECEDENT, WHERE PROPERTY HELD AS JOINT TENANT OR TENANCY BY ENTIRETIES,GIVE NAMES,ADDRESSES AND RELATIONSHIP OF OTHER OWNERS. Real Estate Estimated Value Personal Properly . NOTE:You may expedite the processing of this return by filing with it,and as a part of the return, letters from financial institutions or mortgage holders,certifying to amounts on deposit or owed by the decedent as of the date of death.Such letters must be signed by a responsible officer of the financial institution or mortgage holder and indicate clearly amounts of principal and interest in the decedent's account at the date of death and the type of account,account number and the exact name or names in which the account is registered. _.~-------------------~------------------ Jointly Held Property --Estimated .Vll;lu~ >--Mother &Daughter --, ~.int B nk A.CC$;tt.~t-.'-1\f-<>+:~,",,,,o'"l"l~_1 Cenonsbur~Offic~,.c1l'a '7:t:':)q7-,'-'.~.LJ~un tK/(pO£)[;.ttJc>t2 /!-/'{,aZ I /W'pLo. -~Jt+1 ~f /.'-If t Transfel-s within TWO YEARS Prior to Death Jo 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 - 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 - - --- ~~-.-c---'---,.."·.ccco-c;--"-~-_·........,-""",-__---~:::----..,,...-;---_-~~.. RE~I.I!E~T DECEDENT DEBTS AND DEDUCTIONS CLAIMED r(fOTE'List first five items in the spaces so provided observe notations thereon and instructions,,,, DEBT OR CLAIM NATURE OF SAME AMOUNT THIS COLUMN !REGISTER ONLY Krawczyk Funeral Home Funeral expenses paid $1170.0:)$ Rev.Simko 90 :)0 Rev.Szelong Family exemption (will not be allowed unless 40 :)0 ~VVn11ie s ::sons decedent died residing with a spouse or children.)40 PO Thank you Notice v ~~ ..,Administration Expenses • bo IMiscellaneousCounselfees•150 Telephone calls 7 PO Fiduciary commission • I OTHER DEBTS AND CLAIMS (.)See Note below I Total :R!,5;OO 00 Note:The estate agrees to advise the Register of Wills if the amount actually paid in settlement of any fee,commission oj·debt is greater 01'less than the estimated amount claimed and allowed.0 ~ Subscribed and sworn to before m this ..~~t .~~.........~~~. (Ewe ill ..'!";'II °If.s.t.a.r) .~~?.~~~.~~~~~.~..P:y~.~.'. (Street Number) ........q~.~.qP.~PI;l.~g I ...f~!'. (City or Town and State) Having been duly sworn according to law,I do he~certify that the above appraisement is made in conformity with law on this .................c?2-.:J'~dayOf /..~:~.2.C!~M~~ -.:d ~.£......... prRiser In the event that any future intel'est in this estate is transfel'l'ed in possession or enjoyment to collate!I 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 THJ ¥GIST R OF I,the undersigned duly elected Register of Wills in and foVc;.v.e;....'"County,Pennsylvania,do respectfully report that I have allowed debts and deductions in the amounts claimed by depo ,except as to ose items where a greater or lesser amount is set forth:Je last column to the right in said schedule above,which greater l'essel'amou e esents the sum~as a deduction. Da"d,7l~"'''/l./.!1.Q ..........R••l;;;;;iw;il;.~. I~------------------------- II .,Form No.RCC-62 (7-69) I ~.========== "~ l_. WillAdministration INo Year . IN THE MATTER OF THE APPRAISEMENT OF THE ESTATE OF Mary O'Shinski....................................... Deceased Late of . County of . Commonwealth of Pennsylvania REPORT AND APPRAISAL IL '-c y l-! _c'r""... r·-..;.; ~.......--~,-.-l '- :E:::o .......2,.f71 -'oJcn<;:>c::::r.:-cn-=(n (/} Z -I rtlG)n-;;-_ -I ;:0 ;_. °0;z ~>"""'-1 t'""'~.~J 1-o=E.::.J~r=z ""0"-0l>(FJ ...c:;fl.- C--~-r r.......,~c:;::)l ~1 o :t::>o ...::::::: -:::-- ':::.-{ ". ,....-.,..COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS INHERITANCE TAX DIVISION IN YOUR REPLY PLEAOE RE,.KR TO if \ I " ,' NOTICE O~FILING OF APPRAISEMENT 8Tm!PALKO Inf'orI18nt In Re:Estate of .:...MAR_Y.:...'_O.:.-.-tS_H_I_N_S_K__I _ ______r._~A1_S_H_I_N_G_T_O_N County -File No.63-70-79 Dear MrS.Palko: You are hereby notified that the origi.ml appraisement in the estate of Mnry OfShin~ki has been filed in the office of the Register of Wills qf Washington County on t1mm;;ry 2tj ,19'10.Said appraisement reflects the following valuations: Real Estate _--'-_ Personal Property __~~~~~--__ Jt.Held ~-=i4~,..:;::.6B;,::_1:.;:.•.::.48;_-- Total ..,..-....;4~,L.,6;;..'t:.;,:r:l=.;.;.l:..;'S:.;.J _ 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 .;:tJ.;:u::.n:;.:;u:.=a;;:,Z'....y.-:;2..:;.9..L,_1=c~l.!..7'O=.,_Sign'deL/,),£?(/""'{~,•.!!lJR. Title ~!•Ft Ii CHANEY.CHIEf"AP P1J~IS dt DA'l'r.;a:DMTH:Daccmbel'o.1969 Note:This is not a bill. CC'39 (5-68) COI-.i.MONWEALTH OF PENNSYLVANIA TRANSFER INHERITANCE TAX RESIDENT DECEDENT estate of O'SHINSKI,MARY (Last Name)(First Name) SUMMARY ____DATE OF DEATH_1_2-_6_-_6_9__FILE NO._6_3-_7_0_-_79__ (Initial) REPORT OF INHERITANCE TAX APPRAISER I,the undersigned duly appointed Inheritance Tax Appraiser in and for the County of_---.:W~a::.:s:..:h:::l::.:·n:.:lg:Lt:::OYl=-. _ 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:__-::0c-:::1,---;::-297---.;7r;;.0,..-_ 12-06-69 W·E 'nit INHERITAN E TAX APP~ 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 amount represents t~e sum allowod ..a doduction.~"2-.. Dated:01-2~-70 //1~ REGISTER OF WILLS VALUE AS REPORTED VALUE AS APPRAISED VALUE AS REAPPRAISED $$-$-------+--- 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 4 681 48 1 500 00 3 181 48 3,181 48 FOR USE OF REGISTER ONLY Tax on $~ Tax on $'1.181 k8 (gb) Tax on $5% Tax on $10% nX~$1~ fu~pti~s * Total Estate-------.-4--- TOTAL TAX COMPUTATION OF TAX $-------,=--=",....4....",.."......- $--..;1=9~0_j....:8~49- $--------+-- $-------+-- $--------1-- $--l.__ (*)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 ------lC $__----IAMOUNTOFESTATETAXASSESSED$ Estate tax paid $I BALANCE DUE $..JL- Add interest at rate of 6%from to $------it=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 0 'SHINSKI Deceased .' Late of County of CANONSBURG WASHINGTON Commonwealth of Pennsylvania REPORT AND APPRAISAL ,~t'" \ ,-Fonn RCC-2 •COMMONWEALTH OF PENNSYLVANIA DATE January 29,1970........."'.................................................................................................... ··DEPARTM.ENT OF REVENUE RESIDENT INHERITANCE TAX .........................!i~.~.£1.~~.~~.~~........................COUNTYBUREAUOF'COUNTY COLLE~TlO~S. HARRISBURG.PENNA.17127 APPRAISEMENT FILE NO.........................9.J.:~::.7.Q=7.9.............._........................ Whereas,............................M9.r.y...Q..!.$..hi.n~~;t ........................................................................late of ..............................9.~?.~.~.~.~.~............................................. in the County of .........................Wg,§.h.i.ngt.9.n.............................................................................Commonwealth of Pennsylvania,having died on the ..................................9.....~.h................................................day of .............P.~.9.~mP...E.lr.......................................19.9.9......,seized and possessed of an estate subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania; Therefore,I,......................................W.~.g..~.....9..h~~~.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 transferinheritancetaxesatthelawfulcollateralrateonanysuchfutureinterest.- Unit AppraisementDescriptionofAssetValuesMadeforInheritance Tax PurpoleS .$ I JT.HElD: Joint Bank Account,Pittsburgh National Bank, in the names of Stella Palko and Mary O'Shinski.4,681 48----1--_._-- I , I I Total 4,681 48 I form~;';,~hbl:~:lih~w01"ll~d'j1;~~'~a~o~a:e~~:~~is;7:~7~;;i:?o. praIser···..···········..·········7···..···""'··········..·······..·.............................................................................................. 4!e.-"'-(f··············(~~i;;:;)·····························....,Penna. H •••••••••••••••••WAp.H:I.NG'rON...County RESIDENT INHERITANCE TAX APPRAISEMENT Estate of WIRY 0 'SHINSKI Deceased. Late of CANONSBURG Date of Death,P..~g.~.I!1l:l.t?:r...J>.L.+..9?9 . Appraisement Docket Vol.,3.8 . Page,J2:~g No ??::::.7..Q~.7.9;. Filed in Register's Office,J.:C3::l1:~a.::r:yHH?.9J....19.H7Q Amount of tax due,$H.H H H .. DEPARTMENT OF REVENUE Received, Examined and Approved,..H..HHH H H H .. Wrote abo,ut Appmisement, Appeal f"om Appraisement,HH..H HH..H .. Entered and charged,..H.H.H H .. " -"" \ ~i ...•..........-....-dollars ~~,il!representing Pennsylvania Inheritance or Estate Tax due from the following estate: ,I 35/100ONSHUNDRBl)EIGHTY-ONE and PAYINO ON IND. LIAB.STELLA 'AUtO ss 407 OREBNSIDE AVINUI 2%Tax on $$ CANONSBURG.PBNNSYLVANIA 1531 ~6%Tax on $On Account $190.89 o.63-70-79 Dote of Death 12·6-69 15%Tax on $$ f Payment January 26.1910 %Tax on $$ MARY Oshinski Estate Tax,Act of of Decedent May 7,1927 $ WASIlINGTON TOTAL TAX CREDIT $190.89 Less five percentum of tax if ks:paid within three months after dote of death $9.54. Plus interest at the rate of __%from-to $. D D A TOTAL AMOUNT PAID 181.35.. i I Ij NOTE'Th,.I~.H~,~~.~_0~~'~d~,,~:~:l R d b /:Z,~_vU ~---~-~-'CE-~-,-,--~-o--',~i ,eceive y _....:/~l=.t--:;;t*-'':-'_----;-;::-:-_,----.....----1tII NOTE:In accepting the transfer inheritance tax on future estates,prior to the death of the life d .(Signature) tenant or tenant for years,as evidenced by.this receipt,it is understood that the Commonwealth shall /_.fr:.../.",7':'1'-'"'7(;"'-~./"he not be precluded or prevented from hereafter assessing additional inheritance tax at the death of the~~_-=-l~"L:'-..::.-_""_..........._---:=---:-/-,,----_/'::........;£,"'-~----'-----(.#.-'----IUI life tenant or tenant for yeors whenever it appears that such additional tax may be legally due and r (Titlt) collectible for any reason whatsoever. File N Nome Addre RECEIVED From: Dote a County Remar i II