Loading...
HomeMy WebLinkAboutOC1970-0294 - ESTATE OF PETERFIForm 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 1.1962.(FILE IN DUPUCATE WITH COPY OF WILL ATTACHED) J'•'v J OFF·ICE qF THE REGISTER OF WILLS County of 'Y:~90JP.gt.~:q . ...,S.TEVEN.M•.NEMETZ 'of 5Jt5.A~1i~.I}..9~,,.j{~f3.~.¥3.t:'9~~Y.~+~.~l.;p,~~! (Name)(Address) .'d'd d h ' h Informer .belOg duly swor..n..accor 109 to law,eposes an says that e 1S t e _ l ,(Exe,c.,Adm.,Legatee,Etc.), of the estate of ~_?_2?-._~~~_~?:~~~-------~._whose last residence was -~--------------.----------------------------.--.--------------(No.)(Street) ___~_~_~!__~E_?_~_~~~~~~~!__~~_~.deceased,and that the w~ole of the estat~of said decede~t,who died _~?-~~_~~_~_~__~_~!.!969• (CitY,Borough or Township).(Date) consisted of:lJo1ntly Owned Property Qnly~.___ REAL PROPERTY REAL PROPERTY IN PENNSYLVANIA.WITH STATEMENT OF MORTGAGE ENCUMBRANeES UPON EACH PARCEL AT DEATH OF DECEDENT. WHERE PROPERTY HELD AS JOINT TENANT OR TENANCY BY ENTIRETIES.GIVE NAMES.ADDRESSES Aim RELATIONSHIP OF OTHER OWNERS. Real Estate Estimated Value NONE Personal Property NONE The purpose of filing this Inventory is: (a)To record the termination by death of the life estate inte~est of John Peterfi,and (b)To any inheritance tax due since the o~Kea.l.~S1j fivepaytransfer/was made within a two year period prior to the death of John Peterf~. 67-085 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 REPORTED FOR INHERFrANCE TAX PURPOSES ONLY: 1.Savings Account No.35224,Gallatin National Bank,Brownsville,Pa held joint Estimated Value ". total,~857.56,one-third ta~~ble $285.85 $285.85 """"-!'-----~~------------------------------------___t------- 1/?A-,J.sIF{2 of t t'1 tIt dOW 'II W bin.Ll e es a e m rea es ate oca e m est BrownSVl e.as gto.n county,.l:"'ennsylvama,q y aeea aatea uctooer ll,1:::10<:1,ana recoraea ln tne Recorder's Office of Washington County,Pennsy1vania,on October 20,1969, in Deed Book Volume 1307,Page 515.Transfer,since made within two year~ .from the time of r1p::Ith of the r1~~~,.:J~~+iR to he NmQ;..J ..J a On Il-ifer in'r.on9 templation of death in so far as the applicability of inheritance tax laws are $7,500.00 concerned.-f1 .,--""-I!)~}MkjJ'"'7 -c,....:;L ~)./J i ~J II \,rl .,..1£;~~rJI~AN '\._A r}AJTr 'A A~~(IV 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"NAM£OR NAMES OF HOLDERS 'TO DECEDENT NONE - 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 . -.- - '. •. - ,NOTE:List first five items in the spaces so provided,observe notations thereon,and instructions. r RE&IDENT DECEDENT DEBTS AND DEDUCTIONS CLAIMED 1 I DEBT OR CLAIM.NATURE OF SAME •\<AMOUNT THIS COLUMN....-----=-=-=----=-c:.:.----=...:=-:..'--'-"-------.---·----=..:..::..::.=--=-==---=-"------'=-=--=---------r--==:...::.....:-=---=r1--Io!t'EGISTER 0 NLY Andrew J.Skirpan Funeral HOn eFuneral expenses paid $1,357.eo $ Family exemption (will not be allowed unless decedent died residing with a spouse or children.) Administration Expenses * Counsel fees *150 00 OTHER DEBTS AND CLAIMS Fiduciary commission * rv'. Brownsville Golden Age Nursing Home,Inc. Rev.Andrew F.Hredzak Dr.Joseph Klimoski Quinet Monument Company St.Mary's Cemetery (*)See Note below Nursing expenses priest,religious service doctors services gravestone grave lot 159.50 10.00 20.00 200.00 125.00 Total 514 50 2,021 50 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. Subscribed and sworn to before me this . in conformity with law on this 545 Axton Street (Street Number) .......~~~~..~.~?~~~.~~~~~.~...~~.~~.~... (City or Town and State) ..~~~~~~.~~~~.:t~~:;Z~I~~i.~gd::::~'.~;;Z.~~~~.~~::;~;~.~~~:'~~~e.~~n:9i.zJde ....',..U/.f?""--,,,.~&6-r'"~.~J/reAP~er' In the event that any future interest in this estate is transfelTed in possession 01'enjoyment to colla 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 T~REJGISTE I,the undersigned duly elected Register of Wills in and for ...\.....d/...~.~.~.:;".~.~1'T.Ar~.:-r.-.""".. . . . . ...County,Pennsylvania,do respectfully report that I have allowed debts and deductions in the amounts claimed by depon except as to those items where a greater or lesser amount ::~9l~:;~'.:~d;~~h~d~l:.'00",whi'h .,oat"0 .~:~.~~un ..:.:'~"th'.$;;;;;d~d'::.... Register of Wills I ·''/1' FOlm No.RCC-62 (12-66) Will·lAdministrationSNo Year . IN THE MATTER OF THE APPRAISEMENT OF THE ESTATE OF JOHN PE'TIERFI Deceased Late of West Brownsville.............................................................. County of ..'Y:~f?ll~~gton...................................... Commonwealth of Pennsylvania.•-.J t:..:J 71I'1 ::'1 c ~,. REPORT./)AND-APPRAISAL C:-'.~3 U1 ;-:- .--<-..,.Ii I .~i~:;:;:=~r,·iOLlVEoR~·N.HGRMELL,r::.:~AttoJt,IJey at (!;.aw '423 Third Street California,PeriBsylvania 15419 RCC-Sl (2-64) 'COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS INHERITANCE TAX DIVISION NOTICE OF FILING OF APPRAISEMENT STEVEN M.NEt1ETZ Informant IN YOUR RIPLY PLEA•• RIFIR TO . j In Re:Estate of_~~'~~===·;:;:X~_.:::.J.:::.O~HN~P;.;:;E~T;,;;;E:;;,:RF~I::o..-_ ________W_AS__H_IN_D_T_O_N County _File No.63-70-294 Dear Mr.Nemetz: You are hereby notified that the original appraisement in the estate of .Tnhn Peterfj has been filed in the office of the Register of Wills Qf Washington County on JI:Iarch 26 ,19..1.Q Said appraisement reflects the following valuations: Real Estate ~~~....-- Jt.Held ~~_=_28~5::-i:•..;;.8~5~ Transfers --=71:.,z..5~OO::.:::.Jl•..::OO:;;:..._ Tota1 -----J.7...,.l.7l.l.8.J..5a.\'6~5L..- As to such ~ax 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 deatn,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:.i}1,g,a..r~cbl.l.....2""6J..i.~J...9u7.l.iQ~---- DATE OF DEATH:November 14,1969 Note:This is not a bill. " ,-'"lcc-ail (~68) COMMONWEALTH OF PENNSYLVANIA TRANSFER INHERITANCE TAX RESIDENT DECEDENT SUMMARY Estate of PETERFI,JOHN (Last Name)(First Name) DATE OF DEATH _1l_-_14_-_6_9_FILE NO ._6_3_-_70-_2_94_ (Initial) REPORT OF INHERITANCE TAX APPRAISER I,the undersigned duly appointed Inheritance Tax Appraiser in and for the County of Washinggon 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:.!.0~-3o!..:0::....-....!.7.=..0 _ 11-14-69 Q).R,~'"At~R X APPRAISER V 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 a,a deductioo.~Q _.' Dated:03-30-70 t7'~ REGISTER OF WILLS 5 764 3.2.- VALUE AS REPORTED VALUE AS APPRAISED VALUE AS REAPPRAISED $$-$-------+-- INVENTORY Real Property (Schedule A) Personal Property (Schedule B) Transfers (Schedule C) Joint-Held Property (Schedule E) TOTAL GROSS ASSETS Less Debts and Deductions (SCHEDULE F) CLEAR VALUE OF ESTATE Valuation of life estates or annuities Cl •e , • • • • • • • •$._~ ESTATE TAX ASSESSMENTS $C FOR USE OF REGISTER ONLY---Tax on $-+-__ Tax on $----------4-- Tax on $--------.-,-- Tax on $-------::-~rl~::__Tax on $....-t..;L.L.:::.::I:l-~'_{ Exemptions========1F== Total Estate ---------4--- TOTAL TAX COMPUTATION OF TAX ~-----8-6"4-1~ $_1_(*)As evidenced by Charitable Exemption Certificates issued by the Secretary of Revenue. Less tax previously paid BALANCE Less 5%of tax if paid within 3 months after death ::::::::::~t=== BALANCE OF INHERITANCE TAX DUE $$---l~LAddinterestatrateof6%from_____to _ AMOUNT OF ESTATE TAX ASSESSED $-------lL- Estate tax paid $--'l- BALANCE DUE $----Jl- Add interest at rate of 6%from t= ------Ito-----$-------l' TOTAL TAX BALANCE $----~ PAID $-1 FOR USE OF REGISTER ONLY ADJUSTMENTS NOTE:Where subsequent adjustments are made to the above computation of tax by the Register of Wills,for proper reason, same should be noted below,with short explanation. Will !...No.AdmInIstration IN THE Year MATTER OF THE APPRAISEMENT OF THE ESTATE OF HIGB OETEID~ Deceased Late of .W.BRaVNSVI11E.. County of ...}li\.$HJ)JGT()N.. Commonwealth of Pennsylvania REPORT AND APPRAISAL •.,,- , I-,v· " l t ,~ ---- Fonn RCC-2· DEP-ARTMENT OF REVENUE BttREAU OF COUNTY COLLECTIONS HARRISBURG.PENNA.17 127 COMMONWEALTH OF PENNSYLVANIA.~ RESIDENT INHERITANCE TAX APPRAISEMENT DATE .......~.~~?§.?~.??.?... COUNTY ~§.~.h~.1'!:gt?.1'!:. FILE NO 63.~7.Q~.G..94 .. VI.BrownsvilleWhereas,J.9..hn ;pE?.t.~.r.:f..~late of . in the County of ~!.~~.h~.~.~g~Commonwealth of Pennsylvania,having died on the 14 ...th day of N9..y.~!!IP.~:r.19..§.?..,seized and possessed of an estate subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania; ~T R ChTherefore,I,..................................L~.....~............?:p~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. Unit Appraisement Description of Asset Valuas Made for Inheritance Tax Purpoles $ JT.HELD: Savings Account,Gallatin National Bank,Brownsville - in the names of John M.Peterfi or Katie Nemeez or I Steven Nemetz 285 85 RJt1tX;'lX TRANSFERS: Real estate locted in w.Brownsville,Waslungton County,Pa.,by deed dated October 17,1969.and 7,500 00 I recorded in Deed Book 1307 page 515. I I i I I .Total 7.785 85 - I i form~v:~hb~~::rb~.w~~Cd~~~,~a~o~~~h~~?~":~=;;~ p RIser ...~........,........................................................... .~.zand Street) Penna..................~................... d (Poat Office) ..-.............................., ...................WASHING'l'ON ....County RESIDENT INHERITANCE TAX APPRAISEMENT Estate of JOHN PETERFI Deceased. Late of Vi.BROHNSVILlE"-. Date of Death,N.Qy.E?mp.~.:r.::l.4..L.J.9q.9.. Appraisemel!t Docket Vol.,..~,i . Page,.~!=/No ??:?..~~.~~ Filed in Register's Office,~.~.~l,l ?.~19.79.. Amount of tax due,..,.. DEPARTMENT OF REVENUE Received, Examined and Approved,.. Wrote abo.ut Appraisement, Appeal f"om Appraisement,.. Entered and charged, ., ,# I