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HomeMy WebLinkAboutOC1970-0376 - ESTATE OF BRODNICK•.. Form No.RCC-62 (7-69)THIS-;~~-;EQUl~;~IN ALL ESTATES WITH G~~SETS UNDER $10.000"UNDER SECT~ON 701 OF ACT'O~JUNE 16.1961.j EFF:~IVE JANUARY 1.1962.(FILE IN DUPUCATE WITH COPY OF WILL AT1~CHED)&8 __7 ()_d 7f". ~OFFIC.E OF THE REGISTER OF W'ILLS \ County of :W~$h~J;1g~9A . ...;Qq+9.~1JY..:6PAQW.~~~',of ..42.3..L.a.~~y.:i.~W..J)}:'.:i.Vf=.,..Hasbing:t.Qn~..Pa.• (Name).(Address) being duly ~W5?_~~.according to law,deposes and says thatShe is the JpJQ_~~"!l~~_"t:_ (Exec.,Adm.,Legattt,Etc.) of the estate of_.~~h?-~J __~_~~_~!!_~_~~_..whose last residence was _J?Q_J~~_~~J~_~A.Y§~_~§_ (No.)(Street) __HQ~"U~t:Q'!'!-,__J?_mm_~_!__,.deceased,and that the whole of the estate of said decedent,who died 2_~_21-::10 _ (CitY,Borough or Township)(Date) 'cl1sisted 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 -PARCEL I. ALL that certain lot of ground situate in Chartiers Townhip. Washington County,Penna.,being the same lot of ground conveyed to Michael Brodnick by Deed of Robert Brodnick.et ux.et al. dated June 24,1965,recorded in the Office of the Recorder of Deeds in Deed Book Vo 1.1210.Page 132 on July 8.1965.-~PARr-F.T II :l~j,AA SA".4A/~Il~'¥t'll IJ~ ATJ.that :lr-tain ~:t:f 2:round situate in what is known as ~ the John T.Bartram Heirs Plan of Lots,Chartiers Townhip,~h.1Washin2:ton Countv~Penna ••being Parcel II of that lot of ground conveyed to Michael Brodnick by Deed of Robert Brodnick,et ux,'//'et a1.recited above.$3.800.00 EXCEPTING AND RESERVING outoi'Parcel I that p3.reel conveyed to Robert Brodt@c1<and rMargaret'BrOdn~Ck,~his wife in Deed Book 12?9 page ,,, 28 I •/-'1 :-,'...I,,,,-• .I .,t I....JI.r(~'1-/IPersonalProperty~~ I I~,- $2.000.00 Cash (to be replaced due to dry rot)'$2,000.00 : , , .. -. " . ,$5,800 •.00 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. -j EstimatedJointlyHeldPropertyValue ~'.",•NONE .- , . , . ,.. Transfers within TWO YEARS Prior to Death , -. NONE ". . 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 BENEFICIARYaninterest,vested,contingent or otherwise,in estate.)are involved,set OR NO AT DEATH OF IN ESTATE forth this fact.)DECEDENT obert Brodnick-~~~~~~~A~;.(;lnn yes 1/8 orothy Borowski-423 Lakeview Drive,Washington,Penna.",daughter 1/8yes •l..jL l7a 1.ley .I:W daughter 1/8_1dred Verche~~nn;,.,=P::I yes ~, .artha B_rodnick-120 Cummins d;:m2:ht:p-r VP~1/8 Houston~Penna.\.Ave., ohn Brodnick -1522 E.Maiden son yes 1/8 St.,Washington,Penna. ames Brodnick-802 Regent St.son VP-~1/8-Houston,Penna. avid Brodnick-1702 E.Maiden son 1/8 St.,Washington,Penna. e10res Luscioba-120 Cummins daughter 1/8 Ave.".Houston "D ,.,'1"\......... J R D J Mi M D D --~---~..~.~'-.=,-~-----~'~~-~'-,-~,'--~-~-~~--------...-ll(¥~ I N5TE'List first five items in the space'S so provided observe notations thereon and instructions RESI.D-ENT DECEDENT DEBTS AND DEDUCTIONS CLAIMED,...... ,I.~ DEBT OR CLAIM NATURE OF SAME AMOUNT THIS COLUMNBurialZ;119.100 IKEGISTER ONLY Speakman Funeral Home-Funeral expenses paid $$ Galdos Monument Co.-Opening Grave &Donations 250.88HoyTrinityChurch125.Family exemption (will not be allowed unless GREENLEE ,RICHMAN ,DERRICO decedent died residing with a spouse or children.) &POSA-Attornev's Fees Administration Expenses •50.bo Counsel fees •I Fiduciary commission • , OTHER DEBTS AND CLAIMS (.)See Note below Union National Bank Postage 3.~6FourSeasonsFloristWarrick-Flowers 53.boDorothyBorowski-Reirnb.Jones -Shirt 5.DOCardofThanks5.DO,Stamps 4.D2 I < . Total 2,614.~8 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 or less than the estimated amount claimed and allowed.. Sub"",,,,,,and ,wmn to "","m,tb"<1.~.........rn1~~. .o/.4~..L.;tk~.v~~w ..I);r::iv~,. .,(Street Number) In the event that any future interest in this estate is transferred in possession or enjoyment to colla 'I he",s 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 ~ISTER I,the undersigned duly elected Register of Wills in and for.. . ......,County,Pennsylvania,do respectfully report th t I have allowed debts and deductions in the amounts laimed by deponent,pt as to those-items where a greater or lesser amount :::d~o~t~..~. .IU~~~.t:?:;t.:~:;;d;l~.above,which greater or I ..s...~~~?:7~~:~;;;;;;~~~'.... f·.~Register of Wills IN THE OF THE ESTATE OF MATTER OF THE APPRAISEMENT'- I I ./. .......'.f l'I t I "l W ..p ...."..,"..I <•./.,.I"~.,',,\ ...".f#'1 tl'".•.q~ ~Form No_RCC-62 (7-69) :te,3 7 6 -0:3 ~.Will ':~'Ad~inistration INo..~.year 1970 c; ;~~",."'~. '~~~~-?~. ~, t· 1 ' J • c_~__ '. -:. ~- .., ,J . ....W:.G:aA..E:k n~Op.~I~~. Deceased Houston Late of .~~.~~~.~~~..~.~~.r?..'-0 =€......c::::l-.-:::0>-rn -:1--""~ ;(j)0 -c;;.-c r :... County of ..~~W.Agt~..'~"~"'i'...0 •••Z -I fTJ !i J- G'v)n r"--J ..ComrnonweaRh8fP~nnsYlvani~?.z __;;;:-'-0 (")'~~;'::::r J.o~7.J #~..!•-_V>J 0"REP~f=~D APPRAisA~,1>(n.:.N),.._1;•<..M ."':1"...... '! '0 r--- GREENLEE,RICHMAN,DERRICO &PoSA ATTORNEYS AT LAW WASHINGTON TRUST BUILDING WASHINGTON.PENNA, ~'.. .' RCC-BI (2-64) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE .. BUREAU OF COUNTY COLLECTIONS INHERITANCE TAX DIVISION NOTICE OF FILING OF APPRAISEMENT WROTHY BOROTfJSKI Infonnant IN YOUR REPLY PLEAOE REFER TO j In Re:Estate 0 f ----=-M=.I:..:c..:,:HA:,;..._EL~B=.:R:..:..O:.:D:..:N:..:I:.:C:..:::K=___ ______W_AS_·_HI_l_'JG_TO_N County -File No.63-70-376 Dear Mrs.Borowski: You are hereby notified that the original appraisement in the estate of Michael Brodnick has been filed in the office of the Register of Wills qf Washington County on June 22 ,19~.Said appraisement reflects the following valuations: Re al Estate _--'-..:;;3,.::.,,.,,8,.,,0..,,0..:.....00.,;,..-__ Personal Property 2~,:,;..0_0_0_._OO _ Transfers ...,.....---.-",...",.--.."...,,_ Total -.:....5<:..l,L::8::.::0~0~•..::::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. Da te :::...Jun::=::.:.::e:.....:;:2.:::::.2.z..'-=1=..9w7~0:....-_ DATE OF DEATH:February 27,1970 na.c Note:This is not a bill. ;-.... R CC-39 (5-68) 'COMMONWEALTH OF PENNSYLVANIA TRANSFER INHERITANCE TAX RESIDENT DECEDENT SUMMARY Estate of BRODNICK,MICHAEL (Last Name)(First Name)(Initial) DATE OF DEATH 2-27-70 FILE NO.63-70-376 REPORT OF INHERITANCE TAX APPRAISER I,the undersigned duly appointed Inheritance Tax Appraiser in and for the County of__W_a_s_hi_"_ng=--t_on _ 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". 06-22-70 02-27-70 Dated:----=-=:..::.---'------- REPORT OF THE REGISTER OF WILLS REGISTER OF WILLS Da ted:....:0>!..l6>!:-;:.:2::!:2=--....J7~0::..-._ 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 as a deduction. 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 5,800 (X) 28 3,185 72 VALUE AS AP~~AIS5D $3,cr 0 2 00 00 00 28 72 VALUE AS REAPPRAISED $-------+-- Valuation of life estates or COMPUTATION OF TAX $-----~..,..,.4 ............- $--=:.19~1--..:...14- $-------4-- $--------+-- $-------4-- FOR USE OF REGISTER ONLY Tax on $-+__~~ Tax on $~1 Be;72 ~ Tax on $5% Tax on $10% nXM$1~ ~e~tiMs * Total Estate -'-__ TOTAL 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 BALANCE OF INHERITANCE TAX DUE $t= Add interest at rate of 6%from --to $---------' AMOUNT OF ESTATE TAX ASSESSED $-------lL- Estate tax paid $----ll- BALANCE DUE $---_~~ Add interest at rate of 6%from ------l:to-----$------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 t. , .No.AdminIstration IN THE Year . MATIER OF THE APPRAISEMENT OF THE ESTATE OF MICHAEL BRODNICK Deceased J. Late of . County of HQU;;J'N.~. ..WASHINGTON . Commonwealth of Pennsylvania REPORT AND APPRAISAL , " r ---- Fonn RCC-2 COMMONWEALTH OF PENNSYLVANIA DATE .........................~,~.~.",,??,?,,"~.??.g.,,"',.,,'""'''''''' DEPARTMENT OF REVENUE RESIDENT INHERITANCE TAX",."""."'~!.~.~,~,=i.?~.?.,~".....""""",,..,,"""""",,.,,•.-COUNTYBUREAUOFCOUNTYCOLLECTIONS, '." j HARRISBURG.PENNA.17127 APPRAISEMENT FILE NO."",.""""".~?::::..7.9.=?...7..~""".".""""...,.,,,.,.,,""",,.,,' Whereas,.......................~,~.~.~.;\;...~!..'?q,~.~~~......................................................................late f Houstono ,...............................................................................................,.....,......", in the County of ......................................W§.s..h.t.gg:t-.9.P.-.........................................'..............,........Commonwealth of Pennsylvania,having died on the ..,......"...,.....,.............g7....t.tL.......,,,,,.............................day of ................)r.E?p..r.~.r.:y .........,.....,................19..79...,seized and possessed of an estate subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania; Therefore,I,................................~r~.~.~.....G.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 I 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. I Unit AppraisementDescriptionofAlletValuesMadeforInheritance Tax Purpol8s $ HEATLY: See copy of apprai sernent attached.3,800 00 PERSONALTY: See copy of appraisement attached 2,000 00 "x Total 5,800 00 /"""'\ Having been duly sworn according to law,I do hereb~that the above appraisement is made in con- formity with law on thi'.......;!..:?~.....day of .......~.~...........~....:..............;&.....~~==:;·:7·W.~L (1~'7~~.r.et.................;,..-0·····..,·..··..······..·....····.....Penna.(Post Offiee) HASHINGTON County RESIDENT INHERITANCE TAX APPRAISEMENT Estate of MICHAEL BRODNICK Deceased. Late of HOUSTON Date of Death,X<;)l:>.r.:':l.:t.:l:'Y.?7.,~.?7g . Appraisement Docket Vol..$.%.J •••••••••••••••••••••••••••••••••••••••• Page,Jfl~..k No ?3..~7Q~3.7.q . Filed in Register's OfJice,...J.::tl:D:E:l....?~..L .....l97.Q... Amount of tax due,?J ...................................................................• DEPARTMENT OF REVENUE Received, Examined and Approved,. Wrote abo.ut Appra.isement,. Appeal f1'om Appraisement,. Entered and charged,. ~ , \ r • # "t3-7 (J-,,-q 7(, Ti':T:-~COlJ':l.T 07 CO:IT rm,:PLEAS 07 ~:ASHIl':GTOl':comITY,PEL':l'!.A • O::lPI;AHS'DIVISIOl':.. .. :~o .of 1970 ~ ',' L- I ,..' 0'. In Re:Estate oZ lIIC:I.AEL ERODNICK, Deceased. PETITIOl::'OR SETTLE::E1:7f OF A S~;ALL ESTATE -:::J .'-.......,;.::r,;c"c:::;?:..~~'2 ;._ -.- ~-<n \~v -._4 ~I'\:::.u'\~..,.... U V'7!-V ~~r:~~~~~:rR~~l\\~~ LS¥''j,~J ~----'-~~f'"\~/~.~r~EENLEE,RICHMAN,\~ERRICO &POSA ATTORNEYS AT LAW WASHINGTON TRUST BUILDING WASHINGTON.PA.15301 Patricx C.Derrico,Esq. /;2,0-~~4 ._------_.__._.__..,----~----".-._-_..~-----_.._.__._~-~~.=~=~~._--=,.~.•..--- IN THE COURT OF COMMON PLEAS OF WASHINGTON COUNTY,PENNSYLVANIA. ORPHANS'DIVISION In Re:Estate of MICHAEL BRODNICK, Deceased. ) ) ) ) ) No.~..3-7{)-~~970. PETITION FOR SETTLEMENT OF A SMALL ESTATE The petition of Dorothy Borowski respectfully represents: 1.That the decedent,Michael Brodnick,died intestate on February 26,1970,at Washington,Pennsylvania,a resident of Chartiers Township,Washington County,Pennsylvania,at the age 0 77 years. 2.The decedent was a widower on the date of his death but was survived by the following children,who are all of his legal heirs at law: Robert Brodnick -Son 13 z-Cummins Avenue Houston,Pennsylvania Dorothy Borowski -Daughter 423 Lakeview Drive Washington,Penna. Mildred Verchek -Daughter 132 Galley Road Canonsburg,Penna. Dolores Luce:wla -Daughter 120 Cummins Avenue Houston,Pennsylvania Martha Brodnick -Daughter 120 Cummins Avenue Houston,Penna. John Brodnick -Son 1522 East Marden Street Washington,Penna. James Brodnick -Son 802 Regent Street Houston,Penna. '.-.•.... David Brodnick -Son 1702 East Maiden Street Washington,Pennsylvania 3.The decedent left only personal property as follows: $2,000.00 in currency (which said cash was found molding and in a deteriorating state) 4.Said $2,000.00 in currency was turned over to The Union National Bank of Pittsburgh,Washington Mall Office,for processing with the United States Treasury Department. 5.There are no other known assets. 6.There will not be any inheritance tax on this amount since the funeral bill paid by your petitioner amounted to Two Thousand One Hundred Nineteen and no/lOO ($2,119.00).Said funer.l bill was paid to Speakman Funeral Home,Houston,Pennsylvania. 7.There are no other debts in this estate. 8.Your petitioner has paid the funeral expenses to Speakman Funeral Home,Houston,Pennsylvania. 9.No Letters of Administration have been,nor will be, issued on said decedent's estate. 10.Attached is a Joinder of all the heirs at law requesting the aforesaid amount be distributed to your petitioner WHEREFORE,your Petitioner prays that your Honorable Court award the personal property to the undersigned,DOROTHY BOROWSKI • .~~BoroWSld COMMONWEALTH OF PENNSYLVANIA ) )SSe COUNTY OF WASHINGTON ) Before me,the undersigned authority,a Notary Public, personally appeared DOROTHY BOROWSKI,who,being duly sworn ac- cording to law,deposes and says that the facts set forth in the foregoing Petition are true and correct to the best of her know1- edge,information and belief. Sworn to and subscribed before me ,1970. ic -Washington County,Pennsylvania ;' \... this .-25th day of M ch --~ My Commission Expires: ~dZ42J ·,..~ IN THE COURT OF COMMON PLEAS OF WASHINGTON COUNTY,PENNSYLVANIA. ORPHANS'DIVISION In Re:Estate of MICHAEL BRODNICK, Deceased. ) ) ) ) ) No.of 1970 We,the undersigned,being all the heirs at law of the above named decedent,hereby join in the Petition herein and re- quest the Court to grant the prayer of the Petitioner and award the 'monies held by The Union National Bank of Pittsburgh to DOROTHY BOROWSKI toward the funeral expenses. Robert Brodnick ~~?J~dMidredVerchek' ~t:1L4 ~~.:et:,d Do;lores Lucciola Martha r'~rG~JasBrOdnick David Brodnick -.'i .~., IN THE COURT OF COMMON PLEAS OF WASHINGTON COUNTY,PENNSYLVANIA. ORPHANS'DIVISION In Re:Estate of MICHAEL BRODNICK, Deceased. ) ) ) ) ) No.of 1970 ORDER AND DECREE AND NOW,this 7~ay of -----IP'"-'=~~-,1970, in consideration of the annexed Petition and i accordance with the provisions of Section 202 of the Fiduciaries Act of April 18, 1949,P.L.512,as amended the following property,to-wit: (a)Certain $2,000.00 in currency processed by the Union National Bank of Pittsburgh to the United States Treasury Department (for re- placement) is awarded to DOROTHY BOROWSKI BY T