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Home My WebLink AboutOC1970-0772 - ESTATE OF LANIKFonn RCC-2 v ~ DEPARTMENT OF REVENUE BUREAU'OF COUNTY COLLECTIONS HARRISBURG.PENNA.17 12 7 COMMONWEALTH OF PENNSYLVANIA RESIDENT INHERITANCE TAX APPRAIS3MENT DATE Q.9.~9.p..~r.?7.~J.9.7..9 . I'las'hingtonCOUNTy .. FILE NO ~~:.??.:!!...~. Whereas,JQ~~n.ik 9.-j~/~~9..s..~ph late of ~.~.~~.~.:!.':'"~.~:. in the County of Wa.s.hingt.on Commonwealth of Pennsylvania,having died on the .?~.h day of ~.@.~19...70..,seized and possessed of an estate subject to Inheritance Tax under the laws of the Common'Health of Pennsylvania; Therefore,I,w..~.~.~.9.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 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 Ufe 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 inte:-est. Unll Appraisemenl Description of Asset Values Made for Inherllance Tax Purr,ones $ - Personal Property:I See copy attached to appraisement 1.107 00 I - TOTAL 1,107 00-- I I I I I Estate Ins~olvent . ~avi~g been duly ~worn accor~ji~g to law,I do hereby cer~the above apprai~~~ent is made in 1(r fonmty Wlth law on thlsQ.;d,.,day Ofw.;:R;~~~' Appraiser .................................................................,.................................................................................................. •.(l'umber and Street) ........?;,0...~~~.....................................................,Penna. (Post Oftlee) ~-- \ ···WAS.HINGTON .County ';::i~-~-- RESIDENT INHERITANCE TAX APPRAISEMENT Estate of ···JOSEPH···LANIK···············Deceased. Late of BENTLEYVILLE Date of Death,~?$.':::7.9.. Appraisement Docket Vol..3.8,.. Page,92~7 No 6.3.~7Q~7.72 . Filed in Register's 0 ffice,9..c;,i:;.~?7 .19.7..9.. Amount of tax due,?>.....................................................•.......,. DEPARlMENT OF REVENUE Received, Examined and Approved,. Wrote abo,ut Appraisement, Appeal f,.om Appraisement,,. Entered and charged,. \' c f ~CC-39 (5-68) COMMONWEALTH OF PENNSYLVANIA TRANSFER INHERITANCE TAX RESIDENT DECEDENT SUMMARY Estate of Lanik (Last Name) Joseph (First Name) DATE OF DEATH__6-_2_8-.-..:..-70__FILE NO.63-70-772 (Initial) REPORT OF INHERITAI'CE TAX APPRAISER I,the undersigned duly appointed Inheritance Tax Appraiser in and for the County of__W_a_s_h_i_n~gt::.....-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:__0_c_t_ob_e_r_2..:...7:....,_1_9_7_0__ REPORT OF THE REGISTER OF WILLS 1tfashingtonI,the undersigned duly elected Register of Wills in and for 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 great lesser amount represents the sum allowed as a deduction.9J,dll..,:~ Dated:10-27-70 //!U/WYVU REGISTER OF WILLS "1,107 00 1,107 00, 3.182 00 INS.,OLVENTTE $ 1,107 00 1,107 00 ~,Q'),nn ESTA 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 FOR USE OF REGISTER ONLY Tax on $---1__2% Tax on $~ Tax on $5% Tax on $10% Tax on $15% Exemptions * Total Estate -1-__ TOTAL TAX COM?UTATION OF TAX $-------+-- $--------+--- $-------+-- $-------+-- $--------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 :::::::::::::,==== BALANCE OF INHERITANCE TAX DUE $t= Add interest at rate of 6%fro~ to ----C$-----IAMOUNTOFESTATETAXASSESSED$- Estate tax paid $I BALANCE DUE $...JL..- Add interest at rate of 6%from to $-~t=TOTAL TAX BALANCE $-------.1- PAID $-J FOR USE OF REGISTER ONLY ADJUSTMENTS NOTE:Where subsequent adjustments are made to the above computation of tax by the Register of Wills,for proper reason, same should be noted below,with short explanation. Will Administration (No..............year . IN THE MATTER OF THE APPRAISEMENT OF THE ESTATE OF ..JOSEPH··LANIK... Deceased Late of ....BENTLEYVIU.E.... County of .WA$IUJPrrON .. Commonwealth of Pennsylvania REPORT AND APPRAISAL .. • FORM 67 REV.1-50 REG.WILLS !\pplitatinn fnr 1Jj~tt~rs nf !\bministratinn nn t4~ ..•j Estate of ~2~~.~.!.~..~~!.~.~~.~~~~~q9..~.~~~~~~~.. late of ~.~.~!:.!:~¥.Y.~.!:~.~,Deceased. Before the Register of Wills of Washington County personally appeared ~.~.~~~~.~.~.~.. who,being duly sworn deposes ~nd says th3Jt...~9.~~~~.!.~.~~!~!.~g9.~.~I?h ~~.~.t~.. age §..7.,having h.!-.~.last family or principal re,idence at.....~J.:?~Q£.~.~~~~.;:.~~.t . (Street and Number) .~~~..~J..~Y.Y..P:.!.~.,Washington County,Pennsylvania,died intestate (City.Borough,Township). at~E9.~.~~:Y..~.~.!:~~~.~.~~9..~p..~.!:~~,0 nthe ?~..day of ~?~.~.. A.D.,19 1.9...,3!t.?.~}g ~.::M.,possessed of personal estate to the estimated value $:??..Q.~..Q.Q ,and of veal estate in the Common-..vealth of Pennsylvania to the estimated value of $~~.~~,situate..in . The names and addresses of the decedent's surviving spouse (if any)and other heirs (including heirs by adoption)are as'follows. RELATIONsmp RESIDENCE .~.~~.~~~.~~~~.~.~.~~.+..~~~.~.~.E f:?E.~.l ~~.~.!:+..~yY..~+..+..~,Pa. Mildred Zedar Daughter R.D.#1,Bentleyville,Pa.15314...........................................................................................................................,_. Irene Cole Daughter R.D.#1,Bentleyville,Pa.15314..........................................................................................................................". ...........~. .......................................................................................................",. .......................................................................................................................................... ........................................................................................................ That deponent is over 21 years of age,resides at..~.~.?~.~.~~.!:§.~.;:~.~~..!.. .....~~.~.!:.~.~¥.Y.:~.!.!.~.~~~.~.~~.Y..!.Y.~P.:~.~L.J ..?}J..4... is a citizen of the United States and a resident of Pennsylvania,and respectfully applies for Letters of Administration upon the Estate of said decedent,no letters having been previously issued thereon. Sworn and subscribed before me tbis ~__I,:~~~. day of..\V.h.Y.g.~§.t ~: ,A.D.,19...7..Q........\.. ··············~··2?2~i~•........................................................................................................... COMMONWEALTH OF PENNSYLVANIA}SS. WASHINGTON COUNTY,. And now ~.~9.~.~.~~,19.?.2 ,ccmes ~~~.~!:'.~~~~.. who being duly sworn doth depose and say that ~.b.~_will well and truly adminis~er the goods and chattels,rights and credits of g,9.~~~.~.~.~.!.~!~!~q,-9.~.~;!?~~~.~~~,deceased, to the best of....h.~F.....skill and judgment in striot complince with the laws of this Commonwealth,mind- ful of the laws relating-to inheritance taxoes. Sworn and subscribed before me this '.. August 70 day of:t2J:::::::::::::::::::::::::::::::::::~,A.D.,19 .. :::::::::::::::~:::~:~~ REGISTER .t·;;k b'i3'-7&-'7 7Z~ APPLICATION FOR Letters of Administration ESTATE OF JOE LANIK,a/k/a JOSEPH LANIK........................................................;. Deceased • t; i: "> C'" \ ~ t ~ ~........ R $. Letters . f $...i\i""7;..~-:.::?.--l •.J. Extra Alias~:;o .C).~- ):>.f n '.~rtz."• .•.... . .$.. (f)(';\P}G ~;-=..I IJ Certificates:-.~~~....'.~.$.~.t~.~.:::~. Z -.Pl t '(~ R ..:;:)m ,'"-..J'enUnCIao1lOD.Sj ;:::Q.;,-:".• • • • •.'.$r",..".,0'~}.. :,..0 _._........",,'.,,1.......-1'"'.~~h,...~f p.---v............................g ~;;:::$/..~..::..............................~l=7l::;:~:..».,.'~/0'67 Total...:c::!'..jl/.-!..~~..:.. J.D.COSTA Attopu::y ~'2 .---~-. .- 1KnnlU All :alrn fiy ID4ese 'resents Estate of..~~~....~~.~.!.~.!.....~!.~!~.....g,9..~;.p.h ..,:.:........}Nfl9.1.Jan1.h.0 0 .. late of .a~.n:t.l~y..y..i.l.l~,Deceased KNOW ALL MEN BY THESE PRESENTS, That we,~I~.~~~~.~.!.~~.~?.;:.!.~~..!p.~.!~.~~~n:~P.:9..~y.~~.~.~~.~~~.~~~;:~~y . all of Washington County,Pennsylvania,are held and fi:::,mly bound unto the Commonwealth of Pennsyl- . f h f h'd'h . h f Five Hundred D IIvama,or t e use 0 t ose mtereste m t e estate,m t e mm 0 0 ars,to be paid to the said Commonwealth,to which payment,~ell and truly to be made,we do bind ourselves, jointly and severally,for and in the whole,our heirs,exe::utors,administrators,successors and assigns,and each and every of them,firmly by these presents.Seald with our seals and dated the day of ..................................................................A.D.,one thousand nine hundred and J?~.y..e.nty...c1.9.1.Q.L .. THE CONDITION OF THIS OBLIGATION IS,That if the above bounden ?\~g~b.~.~.~.~.. .....~g9 ~.~.~.h.9.gy.?.s:.~~.~g~".. :~~:::;::~~;.........:.~:~..~:~~..~..Z (SEAL) ..........................................................................................(SEAL) Sealed and delivered in the presence of: Administrator or any of them,shall well and truly administer the estate according to law,this obligation shall be void as to those who shall so administer the estate;but otherwise,it shall remain in force. jtattmtnt of jurtty I,b.n.t.h9.JIY.§9..~.'t.!?.mt ,surety in the sum of $?.Q9..:~..g.Q..on the administration bond in the estate of J.Q.e L.anikoI a.!.k/a....J.Qs.eph...La.nik,say that I reside at ....f..+.:~.g~.;Q;;.~.t.9.W.IL ,Washington County,Pennsylvania;that I am the owner of real estate, the title to-which is in my own name,and duly recorded,situated in...:§~.~.~...)~~:~h!.~h~~....r.9.~~.~.h.~p ...., -/p-c?Washington County,Pennsylvania,worth above all encurrbrances $./....I2.~..e!.~..~;,......;and that I am worth the amount expressed in said bond,.over and above .~~-::~:.i~~d.<. ..~}.?~:;;;~~~9..~....e.E..~...~.....f..f~.9.~~J9..~.t9.wn,Pa. Street P.O. 8'tattmtntof §Urtty I,,surety in the sum of $on the administration bond in the estate of..,say that I reside at ..............................................................................,Washington County;Pennsylvania;that I am the owner of real estate, the title to which is in my own name and duly recorded,situated in , Washington County,Pennsylvania,worth above all encumJrances $;and that I am worth the amount expressed in said borid~over and above my just debts and liabilities . ............................................................................................................................... Street P.O. COMMONWEALTH OF PENNSYLVANIA,}SS: WASHINGTON COUNTY, And now 19 comes _.. who being duly sworn,says that he is acquainted with the financial standing of the securities to the within bond;that the said obligors have each executed the said bord and that the sureties thereto are the owners of real estate in their own right of value more than the pend sum of said bond over and above all incum- brances and exemptions. Sworn and subscribed before me this .. day of A.D.19 .. /;;3-70-77;L No.79/ .i ( i\~mtntBtratiD-n f1iInn~ IN THE ESTATE OF Joe Lanlk a/k/a Joseph Lanik -rt --...-..... ""-...;c::>~:=oJ>C/)rn::;r;(;')c:::l:-0~::r::.......(n'c:::::~:z -,(I)c::-,I now Aug.iiSt,7 ,_,19--.70..- -1 ;;:-::.1 rl·Bond app:i:oved 'and Lettei's'Issued to:::c:O r---.-~':~"'-..J <;")';"""""1:7 .... AnnJ?:Ciltiik :.:J: And oJ \};=-2--...~. f>-enO who was dUly~uallfied. Russell Marino Register Bond Book ..64 Pag.e 10 ~2 .' OFFICE OF THE REGISTER OF WILLS WASHINGTONCountyof, ,'.'.., , . ...........~~~~..~~~~J.t '., ,..,of ~.~~..~~~~~..~~:r.~~~.'..~.~I?-~.1.~¥:V:~~~.~~. (Narne)_(Address) being duly ~_~~E~.according to law,deposes and says that he is the ~~_~_~_~~~_~~_~~~~~_ •k'(Exec.,Adm.,Legatee,EIC.)..Lanl.,, of the estate of_~<?.~~~_~~~!~!~!?--~9.~~.P.~whose last residence was _~J._?-~Q9_~§!:~J~~_~!-_ (No.)(5Irttl) Form No.RCC-62 (7-69)'rHIS FORM REQUIRED IN ALL ESTATES WITH GROSS ASSETS UNDER $10,000,UNDER SECTION 701 OF ACT OF JUNE 16,1961,JEFFECTIVE.JANUARY I,1962.(FILE IN DUPUCATE WITH COPY OF WILL ATTACHED) :~~. * ______________J?.~!?__!J:~.YyJJ:J_~.deceased,and that the whole of :he estate of said decedent,who died '!-~E:~?_~L!~.!Q (CilY,Borough or Township)(Dale) ,~nsisted of: REAL PROPERTY REAL PROPERTY IN PENNSYLVANIA,WITH STATEMENT OF MORTGAGE El-CUMBRANCES 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. ., Personal Property r ~ Benefits under Part B of Title IV of the Federal Coal Mine Health and Safety Act of 1969 -"Black Lung •••••.•••.•••....•••.$1,017.0~ Social·Security Benefits....,_.....~..........'....................90.00 i)~~ ,p> TOTAL PERSONAL PROPER'I'Y.'••••••••••~••••••••••••••••••••••••••••$1,107.00 , -".. • - r ., , .. NOTE:You may expedite the processing of this returr.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 amou1ts 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. I . -.~'~=._-~,.....,."...-~~------------------------~ Jointly Held Property Estimated Value---.., 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 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 interes(vested;contingent or otherwise,in esfate.).•are involved,set OR NO AT DEATH OF IN ESTATE forth this fact.)DECEDENT Anna'Lanik .-..-.."--'Wife'...-."Yes 1/3 215 Locust Street ................."-.--,.....,..,.,.....,.- Bent1¥ville,Pa. Mildred Zedar Daughter Yes 1/3- R.D.#1- Bentleyville,Pa.15314 Irene Cole Daughter Yes 1/3 R.D.#1 Bentleyville,Pa.15314 I RESWENT DECEDENT DEBTS AND'DEDUCTIONS CLAIMED ,,,.....DEBT OR CLAIM NATURE OF SAME AMOUNT THIS COLUMN KEGISTER ONLY Thompson Funeral Horne Funeral expenses paid $1,425 Ou $ Anna Lanik Family exemption (will net be allowed unless 00decedentdiedresidingwitlaspouseorchildren.)1,000 Reqister of Wills Administration Expenses •13 OC Counsel fees *I Fiduciary commission * ! OTHER DEBTS AND CLAIMS (*)See Note below Beallsville Cemetery Asso(.Burial Lot 200 OC Beallsville Cemetery Asso(.Opening Grave 80 OC Quinet Monument Memorial 424 OC Fr.John Palko Services 40 00 . ,- .-. Total $3,182 00 (City or Town and State) 215 Locust Street.. (Street Number) Bentleyville,Pa.15314 ..~a-..~. (Executor-Administrator) S b -:.d d 0 f thO 20thuSCl'lb€an sworn t9._e ore me IS .................•.... -- ...........................cta:'of 9.~~.9P~.:r;,19 ..7.0 .............~~~'.~. THERrSA MUTO NOt:JTY Public,Carton TV/p.,"I'~hjnr;tnn Co. Note:The estate agrees to advise the Register of Wills if the amount actually paid in settlement of any fee.commission oj·debt is greater or less than the estimated amount claimed and allowed. .~.~~~....t:7p'p~;";;; Having been duly sworn according to law,I do hereby certify that the above appraisement is made in conformity with law on this ..................~.1~day of ~...................•19.70 ......CU ....e.'~'(f-""""'. In the event that any future interest in this estate is transfened in possesEion 01'enjoyment to collateral heirs of the decedent after the expiration of any estate for life 01'for yeal'S,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. "r REPORT OF THE REGISTER OF WILLS I,the undersigned duly elected Register of Wills in and for....l.i.J.c.~~..County,Pennsylvania.do respectfully report that I have allowed debts and deductions in the amounts cl,aimed by depcnent.exce~t as to tlls items where a greater or lesser amount is set forth in the last column to the right in said schedule above.which greater )1'lesser amount .pre ents the sum al ow~deduction. Dated:/P.-:'.0..7.-:.fJ.D..........................~ Register of Wills ::-:I,AO r •,1')::..',o,,''....~ \/~:'''''''''''''''''.,:\"-"","I l'\'\\"""';-(;\',~\\\\' '1'"'1//t'411 t.t -),-, ,j Form No_RCC-62 (7-69) Will -I,~Administratign SNo Year . '''....-,~l-r),I-\L:£::t 1I~:"IN THE '10 on 20 ilA.£E:lt90F THE APPRAISEMENT OF THE ._"r"l I tt.\rl 1\!'1110RU::>:;;r.L,..I""~'\ESTATE OF nEGISTEH OF WILLS WASHI NGT ffih9°dJiK,also known as .i-1:~~~.~I:I..~~.~~~. Deceased Late of'BENTLEYVILLE..........................................".. ] c. ,:\f-..-"..-. T'",t ,. ~ County'of WASHINGTON............................................................ Commonwealth of Pennsylvania REPORT AND APPRAISAL J.D.costa,Esq. ~' 4 RCC-81 (2-64) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS INHERITANCE TAX DIVISION NOTICE OF FILING OF APPRAISEMENT Anna Lanik (~~Adrr.inistrator). IN YOUR REPLY PLEA8E REFER TO 38-92-7 J- In Re:Estate of Joe Lanik a/k/&'Joseph ______W_a_sh_ln...:,."~gt~o.:.::n County -File No.63-70-772: De ar l'frs..Lani~: You are hereby notified that the o_r_i~g~i_na__1 ------------ appraisement in the estate of ~J~o~s~e~p~h~·~Lan~~i~k~_ has been filed in the office of the Register of Wills qf ltJasbington County on October 27 ,19~.Said appraisement reflects the following valuations: Real Estate _ Personal Property ~1~I~l~J~7~.~OO~------_ Transfers ,....-,....-....,...,,....-__------ Tota1 --:1:=..,z..:1~J:.J7...l!.'-==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 cf 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. Date __0_c_t_o_b_e_r_2_7_,_1_9_7_0 _ ESTATE INSOLVENT DATE OF DEATH:June 28,1970 Note:This is not a bill. Signed W;!{l/~/"jo.. Title W.R.Chaney,Chief Appraiser