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Home My WebLink AboutOC1970-0610 - ESTATE OF ESTOK:_~.~~.--"{~~,.'..."\.A ....?""L\,.\"'"f'i,'....'\_\..'tt '.',.........-"" Form No.RCC·62 (2.64i THIS FORM REQUIRED IN ALL ESTATES WITH GRoSS ASSETS UNDER $10,000,UNDER SECTIO*.701 O'F ACT OF JUNE 16,11161, EFFECTIVE JANUARY 1,1962.(FILE IN DUPUCATE WITH COPY OF WILL ATTACHED)\/'3\'"'...1 /) :\(p -""CJ.-(P /0~. •,.OFFICE OF THE REGISTER OF WILLS County of W.ashing.ton . .......Sp.~~n .Es.tQk..J?ap.~l<.'of ..4Q~..Gr~.gg..~t;r.~~t.,..~.o.lJ.9ng~p'~l fl.".p.~lJ.J;la. .(Name)(Addresa) being duly S_W_O_rll .according to law,deposes and says that he is the 1~.&.~.:t~~...._ .-(Exec.,Adm.,Legatee,Etc.) of the estate of .J~_9.:.Y)E_?__!_9..~-------_------------whose last residence was }Q_~QE~,g_g ?.~X_~~_!:_ (No.)(Street) _~_?_~_?_~~_~~_~_~~_~~_~~_~~_:.deceased,and that the whole of the estate of said decedent,who died ._!'i~.!'_~h__)_?_l__~.!~66 (City,Borough or Township).(Date)/1..--1. d f:'~conslste 0: REAL PROPERTY REAL PROPERTY IN PENNSYLVANIA,WITH STATEMENT OF MORTGAGE ENCUMBRANCllES 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 An undivided one-half interest in and to all that certain iece or arcel of land situate in the First Ward of was conve ed to Irene V.Made'and Deed dated Jul 28 1962 and the other unto es to Susaninterestwasconve erected a frame dwellin house Monon 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 intere$t 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 Estimated Value ,." Savings Account __v •...Number 21441 Western Pp.nnc::;vlv::In;::I T\T::lf';nn~l 'R~T\1r -> Monongahela,Pennsylvania.Held in the names of Paul Estok or Sue Estoly Papak.Total Account ----------------------$8 666.36 (~ 1fr{/tYg/~'/\.7..U ~ -One half subject to tax $4 333 15 /I ~ Transfel's 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 None BENEFICIARIES to • 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,?r otherwise,in estate.)are involved,set OR NO AT DEATH OF IN ESTATE forth this fact.)DECEDENT Susan Estok Pauk D::ll1uhTPr VI'>C In P.-h ~1 oF n oF ;n;n f' bank .account here- nabove referred .' R~S~I:l~T DECEDENT •'DEBTS AND DEDUCTIONS CLAiMED ~ NOTE'List first five items in the spaces so provided,observe notations thereon,and instructions Funeral expenses paidBeholltF-.Ynhp DEBT OR CLAIM NATURE OF SAME AMOUNT THIS COLUMN~-------='=-=--=""':=':=:"::=-'_------r--_·_----=":":'::'=-=-='---=-=---':==----'------,----==:"':'-:::"':':"':='--Io,KEGISTERONLY $1 439.00 $ Susan Estok Panak Family exemption (will not be allowed unless decedent died residing with a spouse or children.)1,000.00 TemDest &Simmons Administration Expenses * Counsel fees *?t;In n Fiduciary commission * OTHER DEBTS AND CLAIMS (*)See Note below Dr.Howard Gadd Dr.N.G.Golomb Monongahela Memorial Cemetery Kurtz Monument Company St.Anthony's Church Final Medical Bills Final Medical Bills Burial Plot Grave Marker Burial Expenses 83 bo I I 69'.bo I I I l2S.bO I loo.boiI 25.bo I ,)f LL 0° Total <t?0 A 1 ~~ ..Mono.ngahe.la ,..Pennsy.lv.ani.a . .(City or Town and State) X~/~.R~~.~.(Executor-Administra~·....--:.~ ...~9.~..G:.r:~gg ..St.:n~~.t ...(Street Number) Subscribed a~d sworn'to before me this '?-.~~... Member; Having been duly sworn according to law,I do h reb})certify that the above appraisement is made in conformity with law on this··············4~~····dayof.............~.!.;p ,J517~cJ·0 ...~A-~..~.p~~~ Note:The estate agrees to advise the Register of Wills if the amount ac1ua]ly;paid in settlement of any fee,commission or debt is greater or less than the estimated amount claimed and aliowed. In the event that any future interest in this estate is transferred in possession 01'enjoyment to collatel rs 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 ~GSTER OF iLLS I,the undersigned duly elected Register of Wills in and for.......~..~.~~.f(;..-?rt...:"ler...~~~~ report that I allowed debts and deductions in the amounts c .ed by deponent,exc st column to the right in said schedule above,which greater or les l' Dated:....~~.~..~....~~..../P7.q ... • \ Form No.RCC-62 (2-641 WillAdministration INo Year . IN THE MATTER OF THE APPRAISEMENT OF THE ESTATE OF PAUL ESTOK........................................ Deceased Late of ..MQuongahel.a.. County of \y~~s.l~~!1gton.••.0··.•..•••..• Commonwealth of Pennsylvania REPORT AND APPRAISAL ~"l'l.I I;j J ff",.fI _,•.,'\~!0\1 • ..'r ~•t'••t"')~;• •:'1,'~"J~:.,....",".:,_).>;".."6-',~~.'!.'-.;•..,.:~:~'~;2..~~r~_ :'-,1'"-~•-:,'.,',!O"'~-:;.-::C.'."/'" ".....'~:~~Q .•:....1 .\\..I ".,~.;:...,.»./,,'":- .'~./'.,..Io:."..,~."",,'It.~"·!".q.p,tt••,·t ~.. "11d •.00 NO 1.~)NIH S\tM STil A~,J 0 'tFU SIf.)::I U 0,\'1'1 ''''''";""('co n\.',.\d,;,i~,!,:J,);)'q L2 i J..!4I;f C "Mnr OL TEMPEST &'SIMMONS ATTOR'-KY9 AT LAW SECOND AND CHESS STS., MONONGAHELA,PA.15063 ,(:f-!_'I,~-~'''~:II I\I ,.,~I 6 "1 "'l',>....,...,..l ,,;.....""Ii R CC-81 (2-64) COMMONWEALTH OF PENNS'fL VAN.IA DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS INHERITANCE TAX DIVISION NOTICE OF FILING OF APPRAISEMENT SUSAN PAPAK Inforrmnt IN YOUR REPLY PLEA8E REFER TO j In Re:Est ate of ,...:P:....A-UL:,;::.=---ES_'...:...'IO-::-~_ _____.:..::WA:.:;S::,:H,;;:I;.:.N;.::G:.::T.:..:ON:..:..-----County -File No.63-70-610 Dear Mrs.Papak: You are hereby notified that the original appraisement in the estate of Paul Estok has been filed in the office of the Register of Wills qf Washington County on Jtme 22 ,19~.Said appraisement reflects the following valuations: RealEst ate _--"---=.6z..,0;:.0;:.0:...:...;.0:.;0=--__ Jt.Hel~__--.--:4:l:.2,...!.3",,33.w•.=.1.t..5__ Transfers ~-=~_"...,.....,._-_ Total ..,..--=1.::..0'l.::3~3:.:::3...:..:::15~·__ 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:..:lin=6-=:::;22::::;.,L...:1:.,:9:..!.7-=0=------ DATE OF DEATH:March 18,1966 Note:This is not a bill. ".' RCC-39 (5-68) COMMONWEALTH OF PENNSYLVANIA TRANSFER INHERITANCE TAX i RESIDENT DECEDENT SUMMARY I I Estate of ESTOK,PAUL (Last Name)(First Name) DATE OF DEATH_.::..3-_1_8_-_6_6 _FILE NO.63-70-610 (Initial) REPORT OF INHERITANCE TAX APPRAISER I,the undersigned duly appointed Inheritance Tax Appraiser in and for the County of W_1_'S_H_I_N_G_T_0_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". 06-22-70 03-18-66 Dated:----~---,,_=_n----- 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 as a deduction./J," Dated:06-22-70 ,I t;;~~~/rv~ REGISTER OF WILLS VALUE AS REAPPRAISED $-------+--6 000 00 4.333 15 10,333 15 2.866 00 7,467 15 $L ')UU UU L..'3'3)15 6,833 15 2.866 00 3,967 15 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 FOR USE OF REGISTER ONLY ......--...~ Tax on $-------I.-Z.:::l'-=-l-i.=...<:...-.!<-.1:!J;/ Tax on $---------i--6% Tax on $---------i--5% Tax on $---------i--10% Thx~$1~ Exemptions * Total Estate .....l-__ TOTAL TAX $-=;.J;...<..-+-"'-'-"-_ $--------+--- $-------+-- $-------+--- $-------t-- $-------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 ::::::::::~I==== BALANCE OF INHERITANCE TAX DUE $t= Add interest at rate of 6%from_____to $--J AMOUNT OF ESTATE TAX ASSESSED $-------lL- Estate tax paid $---'l- BALANCE DUE $--.Jl- Add interest at rate of 6%from -----lto-----$-------1t=TOTAL TAX BALANCE $------1.PAID $-' 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 . MATIER OF THE APPRAISEMENT OF THE ESTATE OF PAUL ESTOK Deceased Late of . County of MONONGAHEIA HltSHING'ION Commonwealth of Pennsylvania REPORT AND APPRAISAL .. Form RCC-2· .,. ~DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS HARRISBURG.PENNA.17127 COMMONWEALTH OF PENNSYLVANIA 'RESIDENT INHERITANCE·TAX ~ APPRAISEMENT DATE ~@l?.G..4.,1.97.Q. COUNTY Y.f.~.~.I.:t:i.:?&.~.?.~...... FILE NO..92.::7.9::.9*..9 . Whereas,l?~.t.lJ.c ~~t.9.K late of ~~z:1gI.lg~he.;L.~. in the County of w.?:f?lP.:Pg't9P Commonwealth of Pennsylvania,having died on the 18 th day of Ma.r.ch 19..66 ,seized and possessed of an estate subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania; Therefore,I,W.~.~.~9h?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. REALTY: Description of Asset An undivided one-half interest in and to lall that certain Unit Values $ Appraisement Made for Inheritance Tax Purposes I----------------------------------+----H-----+-·-- piece or oarcel of land situate in the FirstWard of the Monongahela,Washington County,Pa.,upon there is erected a frame d"relling house and which undivided onehalf interes was JT.HElD: conveyed to Susan E.Papak and Joseph A.Papak.6,00 00 Savings Account •Western Pennsylvania National Bank. Monongahela.Pennsylvania.in the names of Paul Estok of Sue Estok Paoak Total L..3'B 15 10,333 15 ......WASHIl\lGTON .County RESIDENT INHERITANCE TAX APPRAISEMENT Estate of ................YAlJL ..EP.'rOK . Deceased. Late of MONONGAHELA Date of Death,N.~:r.Qh..J,,$.2.)c9.9.9... Appraisemel!t Docket Voi~.:3 8 -.I •••.•.••.•...•...•.......••.•.••••••••••••...•...•...• Page,8:L :~..£No ??:.?~.??:p. Filed in,Register's OfJi.ce,..J..W1~???,19.7.Q.. Amount of tax due,$: . DEPARTMENT OF REVENUE Received, Examined and Approved,.. Wrote abDout Appmisement, Appeal f,.om Appraisement,. Entered and clUzrged,.. ~