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HomeMy WebLinkAboutOC1970-0090 - ESTATE OF KONDRATOWICZCC-39 (5-68> COMMONWEALTH OF PENNSYLVANIA TRANSFER INHERITANCE TAX RESIDENT DECEDENT SUMMARY Estate of KONDRATOWICZ,JOSEPHINE (Last Name)(First Name)(Initial) DATE OF DEATH 11-5-69 FILE NO..63-70-90 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". 01-29-70 11-05-69 Dated:___=-=~.J,.-=-_ 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~es m allowed as a deduction./l ~ Dated:_01-29-70 (~~//?~ REGISTER OF WILLS VALUE AS REAPPRAISED $-------+-- 5Ulf J'F 509 )ff 1.230 00 Insolventte $ 509 59 509 59 1.230 00 Esta VALUE AS REPORTED VALUE AS APPRAISED $ CLEAR VALUE OF ESTATE 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) Valuation of life estates or --1= FOR USE OF REGISTER ONLY Tax on $---------i-- Tax on $---------i-__\. Tax on $----------1-- Tax on $----------1--Tax on $~-- Exemptions========1F==Total Estate ....+-__ TOTAL TAX 6% o 10% 15% * 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 $------ AMOUNT OF ESTATE TAX ASSESSED $------11- Estate tax paid $--JL- BALANCE DUE $---_---.11_ Add interest at rate of 6%from ------tto-----$------It=TOTAL TAX BALANCE $-------4' PAID $__...,.-__--1 \r- i r~ 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 \1 JOSEPHINE KONDRATOWICZ........................................................... Deceased Late of . County of .J10NONGA,I{E;I,.I\ WASHINGTON Commonwealth of Pennsylvania REPORT AND APPRAISAL f -IR CC-81 (2-64) r t C;OMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE . BUREAU OF COUNTY COLLECTIONS INHERITANCE TAX DIVISION NOTICE OF FILING OF APPRAISEMENT TrffiOOORE KONDRATUiICZ IN YOUR REPLY PLEAGE RItP'II:R TO Informant. In Re:Estate of --=J..::;O:::::..:SE::.:P:....::.H:.::lN::.;...E::.....,-=K:.::O:.:.:.~m::.:..RA=T..::;OW.:.;,;I::.:C:.::Z::-·_ ______....!W~AS~H1l:'!!lnG~TuCEl!!-·County -File No.63-7()...90 Dear l-1l'..Kondratowic211 You are hereby notified that the~'igicl appraisement in the estate of JOsephillC Kondratowic21 has been filed in the office of the Register of Wills qf W-.:uihil1gtQU County on J&1uary 29 ,19 70.Said appraisement reflects the following valuations: Re al Est ate _......;..-=-:~-:=-:::----- Jt.Hel~~:.....-_---::5.....;.O..:..9.::.:5:..:.9_·_ Transfers --:::~......,.,..'::"'"""--_ Total -~50.::::.''''7Lo.5:.,,9l--_ 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. Dat e __~J~·an=:ua=r!!.o;v£-~.....:2=..9Q1.L...:!:1~97..LO:..,_Signed (tJ .:p Ci...;;z ~:;,7>1 V~ TitIe "liOn..CHANE'!.CHIEF AP:':!SEE "d •DATE OF tJEA,'!'H;November 5,1969 ESTATE INSOLVOO Note:This is not a bill. Fon11 No.RCC-62 (12-66)THIS FORM REQUIRED IN ALL ESTATES WITH GROSS ASSETS UNDER $10,000,UNDER SECTION 701 OF ACT OF JUNE 16,1961, EFFECTIVE JANUARY I,1962.(FILE IN DUPUCATE WITH COPY OF WILL ATTACHED)C,3 _76 -9 6 OFFICE OF THE REGISTER OF WILLS .. County of ..Was.h1ngton , . ......~~~.c~~?~~.~<?~.~:r:~~.<?~~~~",of .R-:.P.•..1J.2:J.;aQ:J•.l+$5.".Mql)P.Qg~heJ.aJo'P.a. (Name)(AddreSll) being duly ~~_~~~.according to law,deposes and says that he is the ~_~m _ .(Exec.,Adm.,Legatee,Etc.) of the estat~of.J:9_l?_~p..hj.n~L_K.Q_:nd.r-at_Qw_iQg;whose last residence was _~R_~D_._#.g..t :a.Q.?L!:H~5,,__JtI9nQDE§.he la"Pc.(No.)(Street) ___________________________________________________.deceased,and that the whole of the estate of said decedent,who died __N'_9..Y_L.5...t l.99.9 (CitY,Borough or Township)(Date) consisted of: REAL PROPERTY REAL PROPERTY IN PENNSYLVANIA,WITH STATEMENT OF MORTGAGE ENCUMBRANGES 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 NON E Personal Property NONE . -. 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 Sav1 Balance as of date of death Transfers within TWO YEARS Prior to Death NOME 1,019.18 Estimated· Value 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 ... ~I ,. - 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 - RESIDENT DECEDENT •DEBTS AND DEDUCTIONS CLAIMEJ;) NOTE'List first five items in the spaces so provided,observe notations thereon,and instructions Funeral expenses paidL.M.Frye Funeral Home DEBT OR CLAIM NATURE OF SAME AMOUNT THIS COLUMN.-------=.=-=--=-=-====-----,-----·------==-=-=-=-=--=c=--.::c:.=.:=------,----'=:...::....:::...::...:.c=r-----mIltEGISTER ONLY $1.230.00 $ Deceased resided with her son Theodore Kondratowicz.....~,...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 ESTATE INSOLVENT I-JJ6 60 Total •-00 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 claimed and allowed.$P1.;.'<..•!G~.... .~.bscribed and sworn to before me this 1.7 .(Executor-Administr or) .....~~j day oj)'"D·..· ·..··..,19!C?.J:\.•.P.~..#~"..~9~..lf~5 . ...\..~€!..~I.QN.E..CO~q,'A.N .•Nota~y P~blic (StreetNumber)6 Mono~:h~~~r::i~~ngi~~il'1l~·'a..lYIpp:qM~n:~;L.~-,~~~)50..3 . July 14,1975 (City or Town and State'.) Having been duly sworn according to law,I do;zereb certify that the above appraisement is made in conformity with law on this ..................r:£f.~dayOf ~:2·······,1~9t.d IJ~ ....~~~~.~.. In the event that any future interest in this estate is tl'ansfel'l'ed in possession 01'enjoyment to collateral eirs 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. REPORT OF THE RE ISTER I,the undersigned duly elected Register of Wills in and for.... . . ............County,Pennsylvania,do respectfully report that I have allowed debts and deductions in the amoun claimed by deponent cept as to those items where a greater or lesser amount ;s set forth i~astcOlum.n to the right in said schedule above,which greater or e er amnrepresents~h~um~das a deduction. D'''d'/~..''?'0·/U<!......1.Ik,·~«·~;i~?~ .. Fonn No.RCC-62 (12-66) WillAdministration INo Year . IN THE MATTER OF THE APPRAISEMENT OF THE ESTATE OF ...~.C?f?~.p.l:l;tn~.K<?~.d;~?-~.Q~.i.q~. Deceased Late of .M9P:,?~e;.ahe la...................... County of ...~~~.~:!-~,gton................. Commonwealth of Pennsylvania REPORT AND APPRAISAL .. ~ '\. '"' '." '>.:. 'j'... :- "" /' .".. 1 j - Furm RCC-2 -. PENNSYLVANIA DATE .................................~?:l}~'3.:~.y.....??!.......~.?79.....COMMONWEALTH OF.DEPARTMENT OF REVENUE . RESIDENT INHERITANCE TAX ... COUNTY ........................W.<:L.~h:t..P.g:~.9.~...............................BUREAU OF COUN'I'Y COLLECTIONS HARRISBURG,PENNA.171 27 APPRAISEMENT FILE NO•....................?;?:.?g:.??.......................................... Whereas,.....................................~.?s..l?P[1~:r1.~....!c.?.:r1.~!..~~g!.1.~.~.~..................................late of ...........................................~?g?gg~~.~~.~............................. in the County of ..........................................w:~§.h.t.n.gt..Qn.............................................................Commonwealth of Pennsylvania,having died on the ...................................5.....th..............................................day of .........................N9.y..l3,mp..~.r..........................19..9..9....seized and possessed of an estate subject to InheIitance Tax under the laws of the Commonwealth of Pennsylvania; Therefore.I.W.R.Chaney 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 Purposes- $ JT.HELD: Savings Account #23218 held in the Western Penna.Nat'l Bank,Monongahela,Perm sylvania,in the names of Josephine Kondratowicz or Theodore Kondratowicz both residing at IR.D.#2,Box 485,lYionongahela,Paw 509 59 I II Total 509 59 Estate Insolvent form~;V~fhbl=::7h:,wl>l"lla:?p~~:'~:;o~e~~~~c~~?:e~~~~~~q ,A aiser ~~~;'i).;:;';;. .............Wft$H+.NG'rQN...County RESIDENT INHERITANCE TAX APPRAISEMENT Estate of JOSEPHINE KONDRATOWICZ Deceased. Late of MONONGAHELA ~ate a;:el~:~:I~~;~~'/~;::~~~j'5cf 1.9..2.9.... ppr .,.. Page,.!i..q ~..h No..93:::7.~.9.Q .. Filed in Register's Office,.J.~T.J..'l.~y ?.9 197.Q . Amount of tax due,$. DEPARlMENT OF REVENUE Received, Examined and Approved,. Wrote abo.ut Appra-isement, Appeal j"om Appraisement,. Entered and charged,.