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HomeMy WebLinkAboutOC1970-0155 - ESTATE OF ZELENICKFORM REQUIRED IN ALL ESTATES WITH GROSS ASSETS UNDER $10,000,UNDER SECTION 701 OF ACT OF JUNE 16,1961, .~62,(FILE IN DUPUCATE WITH COPY Of'WIL:'ATTACHED) OFF~CE OF THE REGISTER OF WILLS J Estimated Value 'f;------" 5,500.0~{, XM------Y .-:ElcT--------------- TH OF DECEDENT.FOTHER OWNERS. erober--3.0-r---l969(Date)... of the return, or owed by the of the financial the decedent's me or names in (659 High.Street) County of . ,}'l.q.~A:l,ng.ton . of Ca.lif.Qrnia I?aHelenZaoyski...........................................................................................................,.....,""..(Name)(Addre",,) being duly_____e..WQ_~D________________________.according to law,deposes and says that he is the___________L~at~e.-------.(xec.,dm.,Legate---of the estate of____~<?~P:__g;_~!_E?_!!~_~~___________.___________whose last residence was __§:?_~__J!~Slh___~t-J;'-~~-t.L---(No.)~(Street) __Cali£Q.I:.nia_________________________.deceased,and that the whole of the estate of said decedent,who diedDe.c.(City,Borough or Township) consisted of: REAL PROPERTY REAL PROPERTY IN PENNSYLVANIA,WITH STATEMENT OF MORTGAGE ENCUMBRANCES UPON EACH PARCEL AT DEAWHEREPROPERTYHELDASJOINTTENANTORTENANCYBYENTIRETIES,GIVE NAMES,ADDRESSES AND RELATIONSHIP 0 " ~.rr-, \))a ~, Real Estate .P'-L~...."7 l .lfv-'7 ~~"-.i C/ All that certain lot of ground situate in East Pike Rund TOvffiship, Washingt0!2:County,Pennsylvania,bounded ani described as follows:The same ~ being lot No.43,in an addition to California,Pennsylvania,kn01-.TI as Normalview,situate in said Township and said Lot No.43 fronting forty (40) feet on Hickory Street and rUIll1ing back with even width one hundred (100) feet to High Street,according to the plan of uNormalviewll as recorded in the Recorder's Office at Washington,Pennsylvania,in Plan Book No.2,pag ])4-7. Personal Properly None . - NOTE:You may expedite the processing of this retu:m by filing with it,and as a part letters from financial institutions or mortgage holders,certifying to amounts on deposit decedent as of the date of death.Such letters must be signed by a responsible officer institution or mortgage holder and indicate clearly amounts of principal and interest in account at the date of death and the type of account,account number and the exact na which the account is registered. Jointly Held Property "...->- - Transfers within TWO YEARS Prior to Death 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 - 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 orotherwise,in estate.)are involved,set OR NO AT DEATH OF IN ESTATEforththisfact.)DECEDENT - I I I DEBTS AND DEDUCTIONS CLAIMED 1 List first five items in the spacell so provided observe notations'thereon and instructions.-,, DEBT OR CLAIM NATURE OF SAME ,.,AMOUNT TH1S COLUMN '.>KEGISTER ONLY paul D'Altorio "."Funeral,expenses paid ,$1,300 00 $'h~,_"·,.--,•.' "-- Family exemption (wilIno~be allowed unless decedent died residing with a spouse or children.)1,000 00 Administration Expenses •32 00 Counsel fees·60 001 Fiduciary commission •" I OTHER DEBTS AND CLAIMS (.)See Note below Grave Marker 110 00 Centerville Clinic Doctor Bills 100 00 . - " I Total .!l 602 00• 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 01'less than the estimated amount claimed and allowed. ''-:(?oJ4!¥~4:)~:::.....;;t (ji;e~utor-AjZ~ist~~t~;(·..... ,~~.~79.7:'t1(S~~i N~;';~~;i . ~..h~~JZ;"?~~~t1!.4..-:t <a-::~.."'T'-(Ci~;o·.;:Townand State) Subscribed and sworn to before·me this ..;?".'!'L , . ..~~~~~~.~~~~.~.~~2~~-.n.~.gd::::W.•Id~.....y ~ttnV.~'...~~~~:.i~e.::~::~,?",;n ,onf"mity with law on thi,. ,,....~A............~~~ In the event that a,ny f~tur~intel'!!st in this estate is transferred in'possessionor enjoyment to :C~llater eirs of the decedent after the I expiration of any estate for life or"~or'years,'th'e Commonwealth hereby expressly reserves the right to appraise and assess transfer'inheri- tance taxes at the lawful collatera:Ii-liote on 'any such future interest.,.. ............,day of ",'..'.:~.~,19.1.Q ...............~._.~. ty-=0 *~~12,'1"" .'•.REPORT OF TH~..G STER F .WILL I,the undersigned duly elected Register of Wills in and for...:....County,Pennsylvania,do respectfully report thatI h,avallowed debts and deductions in the amounts cIa ed by deponent,ept asto those items where a greater-or lesser amount is setforth'in the ast column to the right in said schedule above,which greater or Ie r.m::::;;;.'a'.t.r.e.p.r.e.s.e.n.t.s.,.;f7;.t.h.e.~.u.'~.~.a.I.I.o.W.ed.,'..~.s.a..d.e.d.u.c.t.io.n . Dated:........,...:....~~./.7.7~..'Register'of Wills ' \\ .i:~ :>~~1,,!·j ~<,, " "\ .,-,,' -. \\ '.:.t~_'" ·.k '~'~;:"'~'~;>;.\' ,'., ~:1 1,~7- r j '~~~~- ,~:;;~!~ ~­c:n 1,",-,1\.. Will Administration~,t Furm :\0.nCC:.62 (12-66) '.""'-:-,.- ~ ",," ~~~ f'".~,~[-,~," ~. r '. !"J.,:'.;.'~''-'fl'if "''- ~~ 03-70-/.s~} personal I . -.......1....: I I I II IIi personal I; IIiishallpredecease real, ,'. John Zelenick cons'cittrte and appoint my daughter, in manner and form following: devise and bequeath all my.estate,real, ,, I hereby direct that my aforementioned executrix, In the event that my daughter,Helen, I hereby nominat.e, I give, wheresoever situate,to my daughter,HELEN ZELENICK FOUR1'H: SECOND: I,J'OHN ZELINICK,of ·the Borough of California,vvashington FIRST: 'rHIED: then I give,devise and bequeath all my estate, ZA,,\<VOYSKI. day of June,1968~ understanding,do hereby make,publish and declare this as and for stephen are living. event that my daughter,Helen,shall predecease me,I direct that attorney for my estate. my last Will and Testament, Witnesses to mark: County,Pennsylvania,being of sound and disposing mind,memory and or mixed, Helen Zelenick Zawoyski,-to act as executrix of this WilL In the or as executor of this Will. I IiAt'Ithepresent,aside from my daughter,Helen,only my sons,JoseDh and I 1I I ! Ithesurvivorofmysons,Joseph and Stephen,shall act as coexecutorsi I IexecutororcoexecutorsemployandretainMorley11.Azorsky,Es".,01 the Borough of California,Washington County,Pennsylvania,as I ! \.q <P~IINvnS~NESS WHEREOF,I hereunto set my hand,by marK,this .f)~-I I j I or mixed,wheresoever situate,to the surviving of my children. rne, RCc-el (2-64) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS INHERITANCE TAX DIVISION NOTICE OF FILING OF APPRAISEMENT 11ELEN ZAOYSKI Informant IN YOUR REPLY PLEA8£ RE".R TO 38-45-5 j In Re:Esta te of ---,.J'_o_HN__ZE_LEN_~_'_I_C_K _ WASHINGTON________________County -File No. Dear Jvlrs.Xaoyski: 63-70-155 You are hereby notified that the original appraisement in the estate of John Zelenick has been filed in the office of the Register of Wills qf Washington County on June 24 ,19-ZQ.Said appraisement reflects the following valuations: Real Estate -..:5~'w5'_OO;;...;....::.'_0_0 _ Personal Property __ Transfers _ Total ---,__5~,L.5.::::0::...l:0u•...:.:OO~_ 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 -=J:...:un=e~2""'4:..J,.,-=1"'-97.L,;0::<..__ Title liT.R.CHANEY, DATE OF DEATH:December 30,1969 Note:This is not a bill. 'CC-39 (5-68) COMMONWEALTH OF PENNSYLVANIA TRANSFER INHERITANCE TAX RESIDENT DECEDENT SUMMARY i.:state of ZELENICK, (Last Name) JOHN (First Name) DATE OF DEATH_-==J2=-~3=<-:0-::-.=6:..L9_FILENO.63-70-155 (Initial) 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 valuea "t £u,th oppoaiIe each Hem in the Ia"colomn to the "ghs:)jea "A"."B"."e".and "E". Dated:06-24-70 ~ 12-30=69 INHERITANCE TAX APP AISER / 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 the sum allowed aa a deduction.2~_. Dated:06-24-70 ~~~W REGISTER OF WILLS ~ 1).1)00 00 5.500 00 2.602 00 2,898 00 $1).1)00 00 5.500 00 2.602 00 2,898 00 VALUE AS REPORTED VAl UE 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 FOR USE OF REGISTER ONLY Tax on $~_:_:_-.+-~- Tax on $...::2::.;:'r..::8,,-,,~9c.:::::8t-=-00.::-.J'--6')1' Tax on $5% nX~$lK Tax on $15% Exemptions * Total Estate -L-__ TOTAL TAX COMPUTATION OF TAX $-----..."..,:-:-l-,-.,.- $--=r:.L..7~38~8:- $-------+-- $---------+-- $-------+-- $------_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 $C Add interest at rate of 6%fro~ _____to $------..1 AMOUNT OF ESTATE TAX ASSESSED $------..1L- Estate tax paid $....JL- BALANCE DUE $----~~ Add interest at rate of 6%from t= ------tto-----$-------1. TOTAL TAX BALANCE $-----....J 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 f No . IN THE Year . MATIER OF THE APPRAISEMENT OF THE ESTATE OF JOHN ZELENICK Deceased Late of ._......c;:rJ.iI.QIWJA..... County of .._WASH.INGTON _ ___ Commonwealth of Pennsylvania REPORT AND APPRAISAL \ ., Fonn RCC-2 ;,,1.' ,COMMONWEALTH OF PENNSYLVANIA DATE June 24 1970 I ........................................................~...................•............................... DEPiCRTMENT OF REVENUE RESIDENT INHERITANCE TAX.COUNTY .....................W§,§.D.mgt,g.D,.........................BUREAU OF COUNTY COLLECTI,O~S APPRAISEMENT FILE NO................?~..=.?~::::.~.~.?.........................................HARRISBURG.PENNA.17127 Whereas,.....................................~.9..h.P.....~~.J.,~~.~g.~...................................................................late of ........................~.~.~.~?x::~.~.................................................. I in the County of ..................................W!9.-.:?ht.p.g:t.9.p.....................................................................Commonwealth of Pennsylvania,having died on the ..........................................30...10.....................................day of ..................P..~.~.~Ill:r:,.~:r..................................19..?9.....,seized and possessed of an estate subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania; Therefore,I,......................J~.,.R,.....g.b.an§y.......................................................................,an appraiser duly appointed according to law, I having been designated to make a fair and conscionable appraisement of the said estate,and to assess and fixI 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 Appraisement Description of Allet Values Modo for Inheritance Tax PurpolOS $ REALTY: All that certain lot of ground situate in East Pike Run Tomlshio.Washington County,Perm sylvania, bounded and described as follows:the sai'ne being Lot \., No.43,in an a.ddition to california,PexIDsy1vania, lmom as Normalvie,'!,situate in said Township and said lot frontirw:forty feet on Hickory Street and running back 'With even 'Width one hundred feet to High Street, according to the plan of IINormalview"as recorded in the Recorder's Office at lfash ington,Pemsylvania,in Plan Book No.2,page 147 5,500 po Total 5,500 00 form~;V:~ht;::~:I~:.w~a.:t~.~~o~er~t~e;;e~~praise~e~ti~>~~:c ~A_..····················2.··········7..·············..·..~··...................................................................................'l_(Number (I Street)·········~··~········_···········d'~i··.............................••Penna, n njl.AStuNQ'rQlIJ .County .. ~ I' RESIDENT INHERITANCE TAX APPRAISEMENT Estate of JOHN ZELENICK..........................•................•• Deceased. Late of CALIFORNIA Date of Death,.P.E:J.q.l3,1Ilt.>~.:r...3..Q.L.J.9.~.9 . Appraisement Docket Vol.,.2..?. Page,45..~n......No....qr7~J.55.. Filed in Register's Office,.....eJ.~.~....?4.~..19..7.Q. Amount of tax due,?J . DEPARTMENT OF REVENUE Received, Examined and Approved,. Wrote abo.ut Appra.isement, Appeal j,.om Appraisement,n •••••••••••••••••••••••••••••••••••••• Entered and chnrged, rl~~.;" rl All that certain tract of land situate in Independence To~fship,Washington County,Pennsylvania,bounded and de~cribed as follows: " BEGINNING at a point in the center of the Independence Township Road No.338,said point being the northwest corner of lands of Sol Chambers,and said point being also in line with West Penn Power Pole No.148/19,thence with the center of said road,South 53°30'West 2~6.0 feet to a point,the true place of beginning of the pioperty to be herein conveyed;thence through lands of Robert John Rush et ux.,South 36°30'East 300.0 feet to a stake;thence South 53°30'West 100.00 feet to a stake;thence North 36°30'West 300.0 feet to a point in the center of the above named road;thence with the center of said road, North 53°30'East 100.0 feet to the place of beginning. Containing 0.68 acres,more or less. BEING part of a larger tract of land conveyed to Robert John Rush,Jr.,one of the grantors herein,by Bernard David Rush,et aI,dated November 1,1963 and recorded in the Recorder's Office of Washington County,Pennsylvania, in Deed Book Volume 1165,page 134. (This Deed made by his wife,to Harry 1965,and recorded Robert John Rush,Jr.and E.Wright,dated the 19th in Deed Book No.1227,at Betty M.Rush l day of August page 132.),_'/ $800.00 ~-----,------..::_--_:.--.~