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Home My WebLink AboutOC1970-0611 - ESTATE OF DUMBLAUSKAS,---,-, [J-7tJ-l/1 J&_-,. OF JOSEPH DUMBLAUSKAS r;JOSEPH DUMBLAUSKAS,a resident of Chartiers Township,Washington County,Pennsylvania,being of sound mind,memory and uncllrerstanding,do make, publish and declare this my Last Will and Testament,hereby revoking any and all Wills by me heretofore made. ITEM 1.I direct that all my just debts and funeral expenses be paid as soon after my decease as may be found convenient. ITEM II._-1 hereby give,devise and bequeath all of the property of which I may die seized,whether the same be real,personal or mixed"to my wife,Frances Dumblauskas. ITEM III.In the event my wife should predecease me..or in the event we - should die as a result of a common accident,I hereby give,devise and bequeath the property of which I may die seized as follows: (a)To my daughter,Anita Dumblauskas,Lot No.20 in Block 17 in the William B.Houston Addition to Houston,subject to aU liabilities existing thereon.. .(b)To my daughter,Nancy Spatafore,Lot No.21 in Block 17 of the William B.Houston Addition to Houston,including all stock and materials in Joe's Fixit Shop located thereon and subject to all liabilities thereon. .'(c)All the rest,residue and remainder of my estate to my two daughters,Anita Dumblauskas and Nancy Spatafore,share and.share alike. (d)In the event either of my said daughters should predecease me,leaving issue,I hereby give,devise and bequeath the share to which she should be entitled to such issue:;per stirpes,and if they should die without leaving issue to the survivor thereof. ITEM N.I hereby nominate and'appoint my wife,Frances Dumblauskas, as Executrix of this my Last ,Will and Testament.In the 'event for any reason she - should be unable or unwilling"to serve,I hereby nominate and appoint my two daughters,Anita Dumblauskas and Nancy Spatafore as Executrices of this my Last Will and Testament. of I have hereunto set my hand this k~t day A.D.,1965. This instrument consisting of two (2)typewritten pages,{each bearing the signature of the above named Joseph Dumblauskas>,was by him on the date hereof signed,.published and declared by him to be his Last Will and Testament,in our presence,who at his request and in his presence and in the presence of each other, we believing him to be of sound and disposing mind and mem.ory have hereunto sub- scribed our names as witnesses: ..~..-.,;t ..:. form No.~cc~6i-W70r--THIlrV6RM'REij'Ui"KED IN ALL ESTATES WITH GROSS ASSETS UNDEk ,iO;Ooo:-tfNDER8ECTION701~c)FACT"OF"iUNEii:'ii61;"'""'-"~ EF"~=IVE,JANUAR.Y 1.1962,(FILE IN DUPUCATE WITH COPY ~,F WILL ATTACHED)ft,3_7d ~t /1 J OFFICE OF'THE REGISTER OF WILLS County of . ,..Yl.A~~.~9:':fq~,.,...,. .:f.~~~.~~.P~~~~~:U:~~~:9 '., ,.., ,..of ??,~.~~r;~I:..J.\'I~i?:.~~~~~.t!..?~~~~<?~,.~~A~~:.. (Name)(Addreae) being duly ~.'W:9.r.~.according to law,deposes and says tha~e is the_:g;_~~~~tr.i~.. .. .._ J h D bl k (Exec.,Adm.,Legattt,Ere.)osep urn as as of the estate of.JQ§.~p.h P_~p-?:~~~~~~_~_~_.~L~!.~whose last residence was _.?_~_g__NQ:r;'.th_._M_~j~.__~tI'_~~t __...__._._..._ (No.)(Street) I!Q.:t;lJ!t.9_n,_...r_~.nnf?y~y~~::t:J:t.~._._...deceased,and that the whole of the'estate of said decedent,who died ...M.?-Y-..J.8.•._.J.9.70 (City,Borough or Township)(Date) 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 County.Pennsylvania.being known as Lot 21 in Block No.17 in the PlaJ~ of Lots known as the William B.Houston Addition,which DIan is recorded in the Recorder's Office of Washington County.Pennsylvania in Plan Book 3 nap'e 56 ~(.~.L,~=~-£0 () Personal Property 0 ~Estimatedtf:K Value -A-L-L-t-h-a-t-c-e-r-ta-i-n-I-o-t-O-f-g-r-O-U-n-d-s-it-u-a-te-l-'n-C-h-a-r-i-te-r-s-T-o-wn-s-h-iP-.-w-a-s-h-i"n""gtO?";;::;:;-:1n~J 7.000.00 "',,-''-, 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 8igned 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.x -----------------------~-- Jointly Held Property Transfers within TWO YEARS Prior to Death ,.. I,~'i------------------..,.------,---~--------_tl-----··- I -Ii__________L = 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 fol!owing:- NAME AND ADDRESS OF BANK OR OTHER INSTITUTION -THIS SA~'E DEPOSIT BOX RENTED -,RELATIONSHIP OF JOINT ____I_N_W_H_I_C_H_D_E_C_EO_E-N_T_R_E_N_T_E_D_A_S_A_F_E_D_E_P_O_S_IT_B_O_X t-I_N_N_A_M_E_,_O_R_N_A_M_E._S_O_F__~LDERSTO DECEDENT ----'---------------+-------------1-------- -------------------------+--------------------+--_._-_.-..._-_. ----------------------------+-----_._-----------+----------- -------------------------+------------------l----------- BENEFICIARIES BENEFICIARIES AND ADDRESSES (State full names of all and their addresses who have an interest,vested,contingentor otherwise,in estate.) RELATIONSHIP (If step-childl'en or illegitimate children are involved,set forth this fact.) SURVIVED DECEDENT STATE YES OR NO AGE OF LIFE TENANTS OR ANNUITANTS AT DEATH OF DECEDENT INTEREST OF BENEFICIARY IN ESTATE --------------------t--------+------+------+----------.-- -,....-----~-----+--+---------+---- ,i -------------------.-+-----.--.------1I----.-~---------1r__----------- I F* ..RESIDENT,DECEDENT ._:r:lkP.-_.. ,, DEBTS AND DEDUCTIONS CLAIMED NOTE'List first five items in the spaces so provided observe notations thereon and instructions,, DEBT OR CLAIM NATURE OF SAME AMOUNT THIS COLUMN William E.Speakman ~EGISTERONLY Funeral Home Funeral expenses paid $1,567 00 $ Frances Dumblauskas Family exemption (will not be allowed unless decedent died residing with a spouse or children.)1.500 00 Administration Expenses •. )?eacock,Keller,Yohe &DaV-150 001Counselfees• Fiduciary commission • I OTHER DEBTS AND CLAIMS I(.)See Note below Russell Marino,Register Application for Probate of Will 10 50 Russell Marino,Register Filing of R.C.C.-62 I 3 00 I \ IIIII I I I III I III I I I i I I! I Total $3,230 50 >'->0.5'0 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 ,'". ":£1~~.d..--.~.~~.k.~.--+--A /'(Exec~~ ........R.7")'..~..>..19~!'I ..25.2.No~.h.~f:;i ~!;:;~~~.~~-....-~fYcJ''''8m;,",tot~"l';;'~ .waShi'n~~nCO~~i~~~~nExp~;es'.~.~~~~..r~·~.~yly~~t~.)~~~?.~.b 14 1977 (Ctty or Town and State)...i.e ruary , Having been duly sworn accordIng to law,I do_h;.reby certify that the above appraisement is made in conformity with law on this.................~~g:daYOf~.~~,1(~~_ •/':':././.~~..••••A'p~~~i~;r"'" 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 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 THE I,the undersigned duly elected Register of Wills in and for....'County,Pennsylvania,do respectfully report that I have allowed debts and deductions in the amou claimed by depone xce items where a greater or lesser amount :::'O~th.:~~¥~y.To.~197~U';~~r;A.';.;t.above,wbi<h .,..t""•."~:.~~~.J.r~~~~=.i~l.~:~:~'.... Register of Wills Form No.RCC-62 (6-70) ,f « WillAdministration INo Year . IN THE ,MATTER OF THE APPRAISEMENT OF THE ESTATE OF JOSEPH DUMBLAUSKAS a/k/a JOSEPH DUMBLASKAS...........................................................................-. Deceased Late of ..HOUSTON............................................................ County of .YYA~HINGTON................................................ Commonwealth of Pennsylvania r" F"r"fI'!, CJ ::x;::c.-c :::0 ~ -0'....:::z: 'i"'."J} 4!S::;o :t>n,::t:I~0C:::::c _.(j)~ -~(j')(..').-".,:~;::,r'f~,,"r··'~'...:~=:.--~,OJ.."....... :~:;~.~. o~};::,..: o::::h' ~--,...,.:r--~~::v,r-,0,;I><..f) REPORT AND APllRAlSAL -...l !f ! -+=" 0:.0 RCC-81 (6-73) !f COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS HARRISBURG 17127 NOTICE OF FILING OF APPRAISEMENT FRANCES DUMBLAUSKAS (Executor c1UiXIUXill IN YOUR REPLY PLEASE REFER TO Inheritance Tax Division In Re:Estate of __J_°_SE_P_H__D_U_M_B_LA_U_S_KA__S ;::-----::~--- __W__A_S...:::.H:.:...I_ID_T.:::....O_N__County -File No.63-78-611 Dear Mrs.Dumb1auskas: You are he re by not ified that th e:::-_----=---=o-=r--=i:..s;;g~i==n::::.:a::.::1=__:;__--------- appraisement in the estate of Joseph Dumb1auskas has been fi led in the office of the Register of Wi lis of Washington County on May 30 ,19 74,Said appraisement reflects the following valuations: Real Estate ---=7~,L.0::....;0::....;0:....:'.:...0::....;0-=---__ Personal Property _ T ransfers _ JointIy Owned ------=-......c=-.......------ Total 7~,~0_0_0....::.._0_0__ 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 nine (9)months (fifteen months when death occurred from December 22,1965 to June 16,1971,inclusive; and twelve months when death occurred prior to December 22,1965)from date of death, interest at the rate of six (6%)percent per annum is charged. Any party in interest who is aggrieved by this notice may object thereto within sixty days after receipt of said notice as provided by Section 1001 of the Inheritance and Estate Tax Acto!1961,72 P.S.2485.1001,P.~_ Date May 30,1974 Signed .J~ Title ~( DATE OF DEATH: Note:This is not a bill. May 18,1970 '..J1f!...-",..l-"-• RCC-39 (5-68) COMMONWEALTH OF PENNSYLVANIA TRANSFER INHERITANCE TAX RESIDENT DECEDENT ,. I SUMMARY / Estate of DUMBLAUSKAS,JOSEPH (Last Name)(First Name)(Initial) DATE OF DEATH 5-18-70 FILE NO.63-70-611 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~g:.-t_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","8","C",and "E". Dated:_--=-M~a!J.y-=3:...:::0:...J.--=1:..:::9...:..7...:..4 _ REPORTOFTHEREGlSTEROP-WILLS~.'.-~ Washington ~I,the undersigned duly elected Register of Wills in and fOf --==-County,Pennsylvania,do respect- fully report that I have allowed deductions in the amountS claimed by deponent as to those items where a greater or lesser amount is set forth in the last column to the right in Schedule "F",ich greate or lesser amount represents the sum allowed as a deduction. MAY 30 1971?LtUSSELL M~ Dated:_=-::.:--......,--__-..:=====.,."'.:t 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 VALUE AS REPORTED VALUE AS APPRAISED VALUE AS REAPPRAISED $I $7,000 100 $~.,r-EII I ! F 7 000 00 3 230 50 ILI 3,769 i 50 II Valuation of life estates or t=t=t=".~... ~."\. -,._,,.,......~t"-..~ annuities.. . . . . . . . . . . . . . . ...$_ ESTATE TAX ASSESSMENTS $_---- TOTAL TAX BALANCE :----~~ PAID $-1L \. l.;"., (*);-As evidenced by Charitable ~Exemption Certificates issued ~~y the Secretary of Revenue. ____l- _L $ t= $ $ C $ 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 ------Ito----- TOTAL TAX Less tax previously paid $======1 BALANCE $--~ Less 5%of tax if paid within 3 months after death '$=====~=== FOR USE OF REGISTER ONLY Tax on'$-------=----:-=-:"....4~-2% Tax on $3 769 50 @ Tax on $5% Tax on $10% Tax on $15% Exemptions 1(0 Total Estate -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. MATTER OF THE APPRAISEMENT OF THE IN THE ESTATE OF -,:'""'-,......... I ~'--! i "'1 0:...,..l:l........ 1""""'. ,.2., ••J -'l'"I ~. .-"I-~C' ;\J :::-- -....("-~..........u-"]~.'-:..~... ;"'"~-.i -."~,,~ :~.. ;:I; .:.,.., Year . ~ Deceased ,., :WASHNGTON CHART IERS TWP. JOSEPH DUMBLAUSKAS Will !'"No.AdmInistration Late of ,. County of Commonwealth of Pennsylvania -,,, REPORT AND APPRAISAL COUNTY _W_a_s_h_i_n..:;,.g_t.:...~.:...n...,-_ 63-70-611FILE.NO._ RCC-2 (2-64) ~'...'.OEPAR'TMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS HARRISBURG,PENNA,17127 COMMONWEALtH OF'PENNSYLVANIA RESIDENT INHERITANCE TAX APPRAISEMENT DATE May 30 "1974 Whereas,Joseph Dumblauskas late of Chartiers Twp. in the County of Washington Commonwealth of Pennsylvania,having died on the 18 th .day of May 19 70,seized and possessed of an estate subject to Inheritanc~under the laws oflth~Commonwealth of Pennsylvania; Therefore,I,'V/)iLl ./IoA/C\~~i__A --"./~an appraiser duly appointed according to law, having been designated to make/a fair and conscion~le 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 Allet See appraisement attached hereto: Unit Values $ Appraisement Made for InheritanceTaxPurpoles 7,000 00 ..-;r-l -J )-..,,..)},.,:).,-'I I ::'l~......L -1,.,.-0 ~..'",t-i-i.,'.1 ---'--,--f).!,'"~r-,i__'.''v ,-".-, .';-.<i ,\),..,,h 1..''');;LL -"..,..,.r:.-J ..q.-'- ,-{ _. I b --i'~,..........,-'.,".....,\)i"1i...."', ,.",:,-'Total :v 7 000 00-.,.J-,).',,-. "-!...~., .... :i:'_~., Having been dulySwOl1l accordi9law,I do hereby certJfy-'that the above Jlppraisement is made in con- formity with law on this va .day of /Y ~~~4 '..19~///Il..A ,/A,J~7/~...,~L I ----------------------------------------_._-----_.. cc RESIDENT INHERITANCE TAX APPRAISEMENT Deceased. Estate of Joseph Dumblauskas v i-1 ...1 r-;-::..) .~"'+...., I l·j ~-,--,- .~'J !"'"':'::J I ~0':'.'"'-......;~"".._. ~,_'-1 .....;1 ;---,v ~C o H \.:)..........1 f;l ~...<.. ~..j -J c'o-...-' County No. -J :J!ashington z..;. Date o/:'Veath,May 18,1970 Appraisement Docket Vol.38.''_---=::.=.._--- 63-70-611 Late of h ChartiersTwp. t'; Page,80-6 19 74FiledinRegister's Office,May 30 Am.ounl of tax dfle,$_ DEPARTMENT OF REVENUE Received, Examined and Approved,_ Wrote abo.ltt Appraisement, A-'~~#' .. :'0);;; ~ N ~;;; ..::J \-, '-+.';) :-"':C..--,...., :\l --::").~i~'"'.0 :,J () ';Appeal fMm Appraisement, ~... .'"" :--, Entered and charged,_."~ :'1 ., 'I