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HomeMy WebLinkAboutOC1970-0493 - ESTATE OF PASTERCHAKI ' I I Form RCC-2 COMMONWEALTH OF PENNSYLVANIA RESIDENT INHERITANCE TAX APPRAISEMENT' . - DATE . ... .. --~~.Y .. §., .... .l.~'!9 .... j COUNTY ..... WAS.HING.T.ON ................ . DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS HARRISBURG, PENNA. 1 7 1 2 7 63-70-493 FILE NO ........................................................................................ . ANNA PASTERCHAK N. CHARLEROI Whereas, ...................................................................................................................................................... late of ......................................................................................... . in the County of ........... ~~-~-~-~-~~!..?..~ ............................................................................ Commonwealth of Pennsylvania, having died on the ..... . . ................... J.4.:t:.h ............................................ day of ........................ M~.r..c..h ............................. 19 ...... 7.9 seized and possessed of an estate subject to Inheritance Tax under \!1~ li't":s ~~mmonwealth of Pennsylvania; Therefore, I, ................................................................................................................................... , 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 Desert ptlon of Asset Values Made for Inheritance Tax Purpoaes $ JT. HELD PERS.t Jt. Sav. Acct. #16375 held in the CHARLEROI FE1 ERAL SAVINGS & LOAN ASSN, CHARLEROI, PA., in the names of J ISS ANN PASTERCHAK or MRS. ANNA PASTERCHAK. Opened 2-8-6f . Balance as of date of death. $817.77. One-half taxal lle 408 89 Jt. Bank Accts. (1) # 64-20813 in the names of ANNA PASTERCHAK or ANN PASTERCHAK and (2) #64-18600 iJ the names of ANN PASTERCHAK or ANNA PASTERCHAK. Held in tl e MELLON NATIONAL BANK, CHARLEROI OFFICE, CHARLEROI_._ PE~ NA. Opened (1) 12-22 and (2) 8-19-58. Balance as of datE ·of nP~rh {1) t~ .d.71 r::;.d, !lnrt (?_) ct? 1h0 ~h _ _1)...._..,. _).,,.., ~ + ..... , ....... , I! ~"" At!' 7 7 ~ ···-u-~A v-~ t-"' ....... ""''""""' ._. Having been duly sworn according to law, I do hereby certify that the above appraisement is made in co - formity with law on this . 8th· . . . day of...... . .................. May . ·. ~ .. ::..;.;;, . . 70. ·············· ·p··· .. Appraiser "' .. . . . . ... ...... .. . . . ... . .......... ( !C\Jmber and Street) ..... ·············WASHINGTON···························· .. ···· (Post Oftlee) ..........•.••....••....••.......... , Penna. - - .... WASHINGTON .... County RESIDENT INHERITANCE TAX APPRAISEMENT Estate of ... ANNA .... PASTE.RCHA.K .................... . Deceased. Late of N. CHARLEROI .................... , ..................... ·································· ····························· Date of Death, March 14, 1970 Appraisemellt Docket Vol., .................... .3.8. ........................ . Page, 63-70-493 F ·z d . R . ' Offi S-S-t e ut egtster s ce, 70 Amount of tax due, $ ................................................................. .. DEPARTMENT OF REVENUE Received, Examined and Approved, Wrote abo.ut Appraisement, Appeal j1'om Appraisement, Entered and charged, / F'>rm 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, 1981, tfFll:t;T!\!E JANtfARY 1, 19112. (FILE IN DUPLICATE WITH COPY OF WILL ATTACHED) • • OFFICE OF THE REGISTER OF W_ILLS County of ...... Y!~~-q~~gt;9~ ...... . . . . -~~~~--~~~-~~?=.C:J::l~~ ...... · ................... of . ?~.~. R~g!'t.~~~~ .~X~t:l~.~,. NQ~.~l). ~.ll,;r.ler.o.i, (Name) Pennsyl van~a (Addreae) being duly _____________ $,W9_:rn _______________ .according to law, deposes and says that he is the ________________ _!~g~-~~-~t ___________________ _ (Exec., Adm., Legatee, Ecc.} of the estate of _______ AmJ..~--P.~~-~~X_dJ.J~k ________________ whose last residence was--~-~-~-}:!~~~!-~~~--~~~~~~-'--------------(No.> (Screec) ---~~-:~~---~-~~-:~:_:~-~-~----~~-~--deceased, and that the whole of the estate of said decedent, who died -~-~~-:-~---!~_L_!-~? 0 (Cicy, 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 None - 1J J3 __, I 1 7 J P .2 ~~L -) /)_ ~ :;_ -1/) 7 ~~; p~A" /. v , ..._...,.,..~,. L I v I :2 l/ J 0 :L 417 u I v . { ~z;,~ VI• Personal Property See supplementary statement previously filed . 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 • Esti!tiatea _,,. Value One-half interest in and to: ALL those certain tracts or parcels of an : 1. ALL those certain lots or of North Charleroi, Washington County, Pennsylvania, being Lot No. 4_4 and one-half of Lot Charleroi Land Company, as . ship of Fallowfield1 Washington Count~, Pennsylvania, being Lots Nos. l~and 12 of tne Woodward Plan of record at Plan Book Vol. 4 pg. ~-~ as re fully described at Deed Book Vol. 1271, page 240, and being vacant lots. 700 00 TOTAL 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 IN WHICH DECEDENT RENTED A SAFE DEPOSIT BOX IN NAME OR NAMES OF N one - BENEFICIARIES BENEFICIARIES AND ADDRESSES (State full names of all and their addresses who have an interest, vested, contingent or otherwise, in estate.) .=::::::; ...... RELATIONSHIP (If step-children or illegitimate children are involved, set forth this fact.) Daughter Daughter SURVIVED DECEDENT STATE YES OR NO Yes Yes AGE OF LIFE TENANTS OR ANNUITANTS AT DEATH OF DECEDENT Sui juris Sui juris RELATIONSHIP OF JOINT HOLDERS TO DECEDENT INTEREST OF BENEFICIARY IN ESTATE 1/2 residue 1/2 residue RESWENT DECEDENT NOTE· List first five items in the spaces so provided, observe notations thereon, and instructions. DEBT OR CLAIM NATURE OF SAME AMOUNT THIS COLUMN -4"" .• KEGISTER ONLY .. Funeral expenses paid $ $ . Family exemption (will not be allowed unless decedent died residing with a spouse or children.) Russell Marino 3 0( Administration Expenses * Woodward and Bassi Counsel fees * 75 od Fiduciary commission * I OTHER DEBTS AND CLAIMS ( *) See Note below Notary Public Notarizations 2 0( \ ' ' <::-> 1-· , ... ., -I -, •· Total $ 80 0( or less than the estimated amount claimed and allowed. /) Note: The estate agrees to advise the Register of Wills if the amount actually paid in settlement of anyd!ee, c mission or debt is greater Subscribed and sworn to before me this . . . . . . . . . . . . . . . . . . . . . . . . ~-. . . . 1"8-xuu~,.-~'limini'S~trt.~ I ............. -~ l$.t; .... day of .. ~~··· 536 Highland Avenue 0 ••••••••••• 0 •••••••••••••••••••••••••••••••••••• 0 (Street Number) i . . RRINGTON, NOTARY PUBliC North Charleroi, Pennsylvania CHARlEROI BOROUGIJ, WASI:iNGl'ON CGUNTY MY COMMISS!nN mrm ~UGUST IS, lSlZ (City or Town and State) Having been duly swom according to law, I do hereby certify that the above appraisement is made in conformity with law on this ...................... :!/!.~ .. day of .... ~ ....................... , 197.0 . . . . . . to ... t€ ... /?._~~~;· .......... . ··f!LW.~······ Appnuser In the event that any future interest in this estate is transfened 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-inheri- tance taxes at the lawful collateral rate on any such future interest. REPORT OF THE REGISTER OF WILLS I, the undersigned duly elected Register of Wills in and for ..... W.~ ...... County, Pennsylvania, do respectfully report that I have allowed debts and deductions in the amounts cl.aimed by deponent, ~cept as l those items where a greater or lesser amount is set forth in the last column to the right in said schedule above, which greater or lesser amo nt r presents the su~ed as a dedEction. Dated: ..... //~.?-:~.-.?~.......................... . ...... ··························~··· Register of Wills ill l .. ' Form No. RCC-62 (7-69) Will Administration }No. · · ........ Year .... . IN THE '· MATTER OF THE APPRAISEMENT OF THE ESTATE OF ANNA PASTERCHAK Deceased Late of ~P.:t;"Q~gQ .. Qf. N • .. ~.l?.~;r.l:.~;r.Q:i. .. lvashington County of .... .,.... ................. ··~·-·· ..... . ~ ::0 -.}. i f .:t>-rn ::o c;::, (I? .Q c--~~ ·~. Commonwealth-:of--J:'eiibsylvajfia =..,. __ --(*": r '"'· ~'7":7 ; 2': ~-··t .. . .. .r (;') r.-: q ,_, 'l :=:::D;-: 0 lf REPOR1l'<AND APPRAISAL ~ ....... ·-Cl ., .: ·-v "' 0 <:;" ·::;: . -.... • r-~ -u r-'""· !"'" (/") 0 c .. -, U"'l WOODWARD AND BASSI Attorneys at Law 701 McKean Avenue Charleroi, Pennsylvania tl ~I r, ... RCC-81 (2-64) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS INHERITANCE TAX DIVISION NOTICE OF FILING OF APPRAISEMENT Anna Pasterchak-Informant IN YOUR REPLY PLEAOE REFER TO In Re: Estate of ____ ~Mr~s~·~A~nn~a~P~a~s~t~e~r~c~h~a~k~------------- ______ 1.u.Ya..::l.::i.Sh.LU..inu,g~+w.o;,~..~n;.L,_ ______ County -File No. 63-70-493 Dear Miss Pasterchak, You are hereby notified that the.~~or~ig~in~al~----------------­ appraisement in the estate of Mrs. Anna Pasterchak has been filed in the office of the Register of Wills qf Washington County on November 24 , 1911L. Said appraisement reflects the following valuations: Jt. Held ~--~--~'~,,~8~5~0~00U----------Personal Property ____________________ _ Transfers ____________________________ _ Total 4.850.00 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 (8%) percent per annum is charged. Any party in interest who is aggrieved by an appraisement may appeal therefrom as provided by law. Date ____ No_v_e~~~e_r __ 24~,~1~9~7_0 ________ _ Signed tu, /?.~ Title W.R.CHANEY 1 CHII~F APPRATSJ!R DATE OF DEATH: March 14, 1970 Note: This is not a bill. j 'RCC-39 -"5-68) COMMONWEALTH OF PENNSYLVANIA TRANSFER INHERITANCE TAX RESIDENT DECEDENT Estate of Pasterchak Anna (Last Name) (First Name) SUMMARY DATE OF DEATH 3-14-70 FILE NO. 63-70-493 (Initial) REPORT OF INHERITANCE TAX APPRAISER I, the undersigned duly appointed Inheritance Tax Appraiser in and for the County of____.:W..:.::a::.:s::.:h::.:i=n~gt:L::.:o::.:n~------­ 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: --=1=1=---=2:::!:.4--'7L....:O:..__ ____ _ ?ul?~ ~ INHERITANCE TAX A PRAISER REPORT OF THE REGISTER OF WILLS I, the undersigned duly elected Register of Wills in and for 'lrfashington 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", which72re r lesser amount. represents the sum allowed as a deduction. ~ , Dated: 11-24-70 ~ /./?~ REGISTER OF WILLS 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 VALUE AS REPORTED VALUE AS APPRAISED $ $ 4850 00 J.~t:;() ()() 80 00 1.'7'7() ()() annuities................... $-------+--- EST ATE TAX ASSESSMENTS $ FOR USE OF REGISTER ONLY COMPUTATION OF TAX Tax on$ ~ Tax on$ 4.770 00 ~ $ ___________ ~--- $ ________ ~2~86~~20~ Tax on$ 5% $-----------~---- Tax on $ 10% $ _________ 4----- Tax on$ 15% $ ____________ ~-- VALUE AS REAPPRAISED $ _____________ ~_ Exemptions Total Estate TOTAL TAX * $--------------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 BALANCE OF INHERITANCE TAX DUE Add interest at rate of 6% from -------to ------ $ $ $ AMOUNT OF ESTATE TAX ASSESSED $-----+--- Estate tax paid $ _________ ,___ __ BALANCE DUE Add interest at rate of 6% from $ _________ __l. __ _ --------~·0------$------------4------ TOTAL TAX BALANCE $ ------+--- PAID $ ------l--- 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 HRS. ANNA PASTERCHAK Deceased Late of . CHARLEROI. County of . . .. WASHINGTON ... Commonwealth of Pennsylvania REPORT AND APPRAISAL ' Fonn RCC-2 DEPARTMENT OF• REVENUE .. BURE.tiu OF COUNTY COLLECTIONS HARRISBURG, PENNA. 11121 COMMONWEALTH OF PENNSYLVANIA RESIDENT INHERITANCE TAX APPRAISEMENT DATE .... Nov.:~mb .. ~:r. ...... ~./+..,. ...... +.9..7.9. ......... . COUNTY .... W.?.:.e.h.t.m~t,.Q.P,: .. , ...... ~:····························· FILE NO. . ........ ?..?.:.?.~:4.?.?. ........................................... . Whereas, .............. ~n.:.~.~ .... ~.~~ ..... ~~.~.~.~:.9..~~·~································································ late of ................... .9..h'?.-F~~F9..~ .......................................................... . in the County of ...................... W.9:§.bi.ngt.on .............................................................................. Commonwealth of Pennsylvania, having died on the ...................................... JA.t.b. ............................................ day of ....... }1?:.r.:g.h ................................................... 19 .... 7.9., seized and possessed of an estate subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania; Therefore, I, ............. W .•. Rk.C.HAN.EY ...................................................................................... , 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. Description of Asset 1\1' •• Y HET .n • See conv attached to annraisement Total Unit Values $ Appraisement Made for Inheritance Tax Purpoaes 4,850 00 4,850 00 Having been duly sworn according to law, I do hereby certify that the above appraisement is made in con- formity with law on this ..................... 92fl.~ ... day of .............. ~~............... . .................................................................. tL. 19.~.0. .... . .......... W.. .. : ......... : ............................................................................... ~ .. y; ... ~ ........... . Appraiser (J!I umber and Street) ..... iA.l.~J.bA...; ....................................................... , U (Post Office) Penna. .\1<>,$l}~.JJ.gt9:r:l County RESIDENT INHERITANCE TAX APPRAISEMENT •· Estate of Mr9. .•... Aoo9, .... P.<?, ::;t.~.r9h<?,l.<. ........................ . Deceased. Late of .Charle.r.oi .............................................................. . Date of Death, .... ..3..~.J..A:~7.9........ ... . · : Appraisemel!t Docket Vol. _jj·········:··················· ' ..................................................... . Page, ..... 7./~ .. 7 ................ No ... 2?..-:79.~4.22 ............ .. Filed in Register's Office, ..... ~.<:>Y.~ ..... ?.4 .......... 19 . .?.9 .. Amount of tax due $ · ' ' ····································································· DEPARTMENT OF REVENUE Received, Examined and Approved, Wrote abo.ut Appraisement, Appeal fyom Appraisement; i' Entered and charged,