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HomeMy WebLinkAboutOC1970-1018 - ESTATE OF BURZCZEWSKIto 3-1;)--/(iilf IN THE ORPHANS'COURT OF WASHINGTON COUNTY,PENNSYLVANlIA IN RE:ESTATE OF MICHAEL BURZCZEWSKI PETITION FOR SETTLEMENT OF ESTATE OF $5,000 OR LESS UNDE PROVISI ON OF SECTION 202 OF THE FIDUCIARY'S ACT OF 1949, AS AMENDED b LN I '-..j \:::::> I~I .. {) "-~(-i'l'¥J ~q -~ ;:rt;7J (r;......) ~,, .~'7 --,.- ~--.,-~ ':"~(.-.,. o ..':._ ''::>:.::-',;r-._~ --UfO:t>-C/) ....--...l-....-...-... c_ ..--\"...,""" '.':l ~ .,) ~..:.., -:;,;) .! .-~~ 1\ Zv~ ~y~ ////~~ ~~~5{l,.g,.g I / /~;;'-;G9 LK \ \f. IN THE ORPHANS'COURT OF WASHINGTON COUNTY,PENNSYLVANIA IN RE:ESTATE OF MICHAEL BURACZEWSKI PETITION FOR SEttLEMENT OF ESTATE OF $5,000 OR LESS UNDER PROVISION OF SECTION 202 OF THE FIDUCIARY'S ACT OF 1949 I AS AMENDED TO THE HONORABLE,THE JUDGE OF SAID COURT: 1.That the Decedent,MICHAEL BURACZEWSKI,xesided at 1103 Pxospect Avenue,Chaxlexoi,Washington County,Pennsylvania. 2.That.the Decedent,MICHAEL BURACZEWSKI,died on Septembex 25,1970. 3.That youx Petitionex was the son of the Decedent,,. MICHAEL BUR~CZEWSKI,and they lived i~a common household at the afoxesaid addxess at the time of the Decedent's death. 4.That youx Petitionex was named as the Executox of,. the Estate in the Will of his late fathex,MICHAEL BURACZEWSKI, and a copy of the Will is a.ttached hexeto as Exhibit itA.tt 5.,..tThatallofthecxeditoxsofthe Decedent haue been paid in full and the costs of the same wexe paid by youx Petitionex: $1,800.00 100.00 $1,900.00 Michael A.Melinchak Funexal Home Adxian V.Sanniex,Esquixe (Attoxney's fees) " .. 6.That the sole assets of the Estate consist of funds xemaining in the Public School Employes'Retixement Boaxd of the Commonwealth of Pennsylvania and these consist of the Septembex check in the amount of Fifty-two and 94/100 ($52.9n)Dollaxs and the xemaining balance in said Account of Tbxee Hundxed Foxty two and 84/100 ($342.84)Dollaxs. 7.That the Petitionex is the suxviving son of the Decedent and cla.ims tbe amount of One Thousand Five Hundxed and' no/lOO ($1,500.00)Dollaxs fox .tbe family exemption. ,, 8.That all of the debts and ~xpenses owed by MICHAEL BURACZEWSKI wexe paid by the Petitionex and the Petitionex xequests tbat he be xeimbuxsed fox the same. WHEREFORE,youx Petitionex pxays youx Honoxable·Couxt to ORDER AND DECREE that all sums of money xemaining in the Account of MICHAEL BURACZEWSKI with the Public School Employes' Retixement Boaxd of the'COIIU1Ionwea·l tho o£Pennsylvania;namely, a monthly check in the amount of Fifty-two and 94/100 ($52.94) Dollaxs and the balance of Tbxee Hundxed Fexty-two and 84/100 ($342.84)Dollaxs be paid to youx Petitionex to and fox his benefit alone. /..---I Adxian V.Sanniex Attoxney fox Petitionex ... "'. COMMONWEALTH OF PENNSYLVANIA i) ')SS: COUNTY OF WASHINGTON ) A F F I D"A V I T ON THIS,the ~I P .day of December,1970,I EDWARD BURACZEWSKI,after being.duly sworn according to law,do depose and say that all the facts set forth in the foregoing Petition are true and correct to the best of my knowledge and belief. Sworn to'an~subscribed before me:this J/fa,/:: .'~..,-. day of December,'1970. .,'~Notary Public {,:, .:DORIS E.HALt.: ..:!fotary Public.CharlerQi,Washington Countt ~..,<,....M~~mi~:;iol1 .Exp'i(~June 12&1~12 : ,.----:~, ",\ KNOW ALL MEN BY THESE PRESENTS,that I,MICHAEL BURACZEWSKI,of the Borough of Charleroi,Washington County,Pennsylvania,being of sound and disposing mind,memory and understanding,do make,publish and declare this my Last Will and Testament,hereby re~oking and making void any and all Wills by me at any time heretofore made. 1.I direct that my just debts and funeral expenses be paid as soon as conveniently possible after my decease. 2.I give,devise and bequeath all of my estate,real,personal' or mixed,to my wife,IDA BURACZEWSKI. 3.I nominate my wife,IDA BURACZEWSKI,to act as Executrix of my estate. 4.In the event my wife,IDA BURACZEWSKI,shall predecease me, then I give,devise and bequeath all of my estate as follows,to wit: (a)I give and devise my dwelling house located at 1103 Prospect Avenue,Charleroi,Pennsylvania,including the furnit~re and bedding located therein,to my son,EDWARD J.BURACZEWSKI and my son" MICHAEL J.BURACZEWSKI,JR.,share and share alike. (b)All the rest,residue and remainder of my estate I give,devise and bequeath unto the following named children:EDWARD J.BURACZEWSKI,MICHAEL J.BURACZEWSKI»JR.,STEVE BURACZEWSKI,CHARLES BURACZEWSKI,FRANCES BURACZEWSKI SMALLING,HELEN GRUSVA and MARY BURACZEWSKI BRANDEBURG,share and share alike. (c)I nominate and appoint my son,EDWARD J.BURACZEWSKI, to act as Executor of my estate.In the event he should fail to • -------- I),•, \,~ f • qualify or refuse to act as the same,then I nominate and appoint my , son,~rrCHAEL J.BURACZEWSKI,JR.,to act as Executor of my estate. IN 'AlITNESS WHEREOF,I,MICHAEL BURACZEWSKI,the Testator,have to this my Last Will and Testament,written on two (2)sheets of paper, set my hand and seal this ,;{G;+hday of June,1964. 'chael Buracz ski Signed,sealed,published and declared by the above named Testator as and for his Last Will and Testament,in the presence of us,who have hereunto subscribed our names at his request as witnesses thereto,in the presence of the said Testator and of each other. k'ddress Address IN THE ORPHANS'COURT OF WASHINGTON COUNTY,PENNSYLVAN1A IN RE:ESTATE OF MICHAEL BURACZEWSKI ORDER f:''"bL,AND NOW,tbis day of--.....-- upon considexation of the foregoing Adrian ,V.Sannier,Esquire,Atta"r~e'y to hereby _ORDERED AND DECREED it is tbat the Public School Employes'Retiiement Board of the', ~'~-~ .Conunonwealth of Pennsylvania is directed to pay any balance remaining in the Account of the late MICHAEL BURACZEWSKI of Charleroi,Washington County',pennsylvania,to EDWARD BURACZEWS for his sol'e 'and 1!xclusive use. BY .---------------------,,~----------------------~---- R CC-43 (6-64) JCOMMONWEALTHOFPENNSYLVANIA DEPARTMENT OF REVENU E HARRISBURG JJ' NOTE:TO BE SUBMITTED IN TRIPLICATE Pennsylvania Department of Revenue Bureau of County Collections Finance Building Harrisburg,Pennsylvania Dear Sir: Pursuant to Section 742,Pennsylvonio Inheritance and Estate Tax Act of 1961,we herewith submit the following report: FINANC~~r~~~~~;UTIONS PlfTSBtrcn NATI~At BA.'lK-eHAfft'1\OI O?FICB ADDRESS CHARI.ltOI,PA.15022 ACCOUNT MO.OF JOINT OR TRUST DEPOSIT OR INVESTMENT _(8a'_._.~__·e::.:....&....:.)_·_002__1_699:...c:....._ ~~~~;~~T~~~~UNT "~ke ~eBewsld,A/KIA Michael Burac~ewsk1 or Odwani uW'Uc00WS,'! I/£ DECEASED JOINT DEPOSITOR,IUta Buraezewld.~ TRUSTEE OR INVESTOR ----,-__._ ADDR ESS 11O__3_Pr_o_GpO_·_c_t_A_vo_.,::.:....•._ChaI'1_,3"._o_i...::.._P_c_._l......;SO::.:....·_2_2 _ DATE OF DEATH 9.2$.10----'---'-----'------...,--------------- SURVIVING DEPOSITOR,£award Duraceowsk1BENEFICIARYORINVESTOR.._._._ 1103 Prospect Avo••Ql~r-lo.ro1,Pa.1$022ADDRESS~~_ RELATIONSHIP TO DECEDENT __S_Cl1 _ DATE DEPOSIT OR INVESTMENT 8..6-6'. WAS ESTABLISHED-------~---_,_>t-;::-----.~_ BALANCE AT DA T EOF DEATH $__1-=-,906__•.3_1__~_'<..~_-_----,c;._~_-3------,'/....<1 _ 1 #&7u i <iSJ,/7 ~~7t /7 5%~.!:?,y~ £(j~ TITLE COMMONWEALTH OF PENNSYLVANIA '"DEPARTMENT OF REVENUErBUREAUOFCOUNTYCOLLECTIONS INHERITANCE TAX DIVISION ...- OFFICIAL NOTICE OF INHERITANCE TAX APPRAISEMENT AND ASSESSMENT OF ASSETS NOT SUBJECT TO ADMINISTRATION TO:--~Ed:M·.~118'.il"l6!--B:9lH1l-.aP.a.reeS4lfM;l1tf$r&k~·~l.-·---- UOJ ~~_!Stew Date:_~QUllct:!!.:CJb~c:e:..·-"!14!!!!!l·.·tIJ.~l~(f{i~··.:,0 _ County _....;;\'la;,;:::..:::;.il'l::.;..:....1ns\,;;;..•~::...O.::..:ii1::...···_ County File No._ Bureau File No.~-.2d-/ZJ/6 ~e have received notice that,~ on SEPTEMBER 25 19--7i',you came into ownership of certain property through _XXX __~re.n$ter h'an MIKE BURACZEWSU,deceaeetl., Under the Inheritance and Estate Tax Laws of the Commonwealth of Pennsylvania such transfers are taxable and the liability for the payment of the inheritance tax due is imposed upon you,as transferee. The property on which ta.x is.here.by assessed consi.sts.of:JiRdI~$_3 #~~held inthePITTSBURGHNATIONALBANK,CHARLEROI OFFIOE,eM ......0 '~.C...''~j PENN...LtiANIA., appraised by the Commonwealth,as of the date of death,at $~l:z.j.L906~··'~.~:n:L'_ --.i5O..........%of this amount is taxable at the rate of 6 % ORIGINAL ASSESSMENT AMENDED ASSESSMENT DATE OF ASSESSMENT TAXABLE AMOUNT LESS:ALLOWED DEBTS NET TAXABLE AMOUNT AMOUNT OF TAX DUE' o If you pay the above amount within three (3)months of the daifeo~th ~~the deS;odent,or on or before c .r .19·I you'may deduct a discount of 5%of the amount of tax due,or D This tax became delinquent,fifteen (15)months after the date of death and,in addition to the tax,statutory interest at the rate of 6%of the tax per annum is also due as of *_ 19__in the amount of *If the tax is not paid by the above date additional interest is due at the rate of 6%per annum unti I paid TOTAL AMOUNT DUE $ $-------- $================= APPRAISED BY:-->.~"'-'-->--::....-__~::....-_ASSESSED BY:-,..-_ .(Agent for the Commonwea Ith) I STRUCTIONS TO TAXPAYERS Make checks or money orders paycible to: ~-.'.:()A.~'.'i';1\LL#£tI NJ..~,C·.:;::·· ~'of?SY33 CePei'!/t /~7tJ~ ~C-~#/..('0/% To insure proper credit to your account thiS Official Notice must accompany your payment.Mail or bring it to: COUnT HOU5 ..~. If you have already paid this tax to an executor,adsninistrJ,ltor,attorney or other personal representative of Jh.e "'~.. decedent for forwarding to the Commonwealth,list below the date paid,name and address of the person to whom you made payment,their official title and the amount. Date Paid Name and Address of Payee Official Title Amount Paid Ii Under certain circumstances,if,after the date of death of the decedent,you personally paid funeral expenses or other just debts of the decedent,with funds derived from the property herein taxed,such amounts expended by you may qualify as deductions against the gross value of the property in the computation of tax due.If any such expenditures meet all of the three following tests,it is recommended that you itemize the payments below, execute the affidavit,.and return this notice.The Register of Wills will examine the debts claimed and allow those which he determines to be proper.The tax will then be recomputed and you will receive an amended assessment of tax. THE THREE TESTS WHICH MUST BE MET ARE THAT: -You were personally legally responsible for these debts,and 2-You actually paid these debts out of the account or property described above and can furnish proof of such payment,if required,and 3 -These same debts are not also claimed,for tax purposes,by an executor,administrator or other personal representative of the decedent handling the administration of the general estate of the decedent or any other transferee. Date Paid~Name of Payee SCHEDULE OF DEBTS Description of Obligation (attach separate sheet if requ ired) TOTAL $ Amount Paid COMMONWEALTH OF PENNSYLVANIA) SS: COUNTY Of )..... I,hereby certify that the foregoing is a just and true statement of:-, funeral experises and other debts of the decedent,,for which I ;" was legally r~s~cii\sible and which I did payout of the property herein taxed.I further certify,that to the,,, best of my knowledge and belief,these same debts will not be claimed by an¥'.o.ther person,for inheritance; tax purposes. SWORN AND SUB'SCRIBED BEFORE ME THIS DAY OF,',....:..19_. Signature of T.axpayer •',10. ..~'~L '...~;';!t;·REPORTOF REGISTErfop'WILLS'.~i'~l~{~~~~?'i1~ii';:;:,.;"..~t I I,the undersigned,duly elected Register of Wills in and for the above county,do respectfully report that I have allowed deductions listed above in the total amount of $0 D9te of App.r;ovalr.'""·,··__---.,.""",.,~...:..,,-.._._ Register of Wills ,,,~~-..,-.ji;-..~.~ .form RCC-2 COMMONWEALTH OF PENNSYLVANIA DATE ~~J.~~~....1Q~.~.9..:.7.9............,. DEPARTMENT OF REVENUE RESIDENT INHERITANCE TAX ..............~~~.?.~~J~.~.~.~..................ICOUNTY..BUREAU OF COUNTY COLLECTIONS IlABRISBURG.PENNA.171 Z7 APPRAISEMENT FILE NO.63-70-1018...........................,...........................-........_..._........................ Whereas,.............}~.~~.~....~.lJ.:r.~.~.~..~w~.J<.i.......late of Charleroi..............,.."....,.................................................................. in the County.of ....................Wa.s.hingt.o.n........................"...............Commonwealth of Pennsylvania,having died on the ...........2.5....th..............................................day of......Sep.t.emher .........19.70,seized and possessed of an estate subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania; Therefore,I,.................W....R•......Chaney............................................................".".,an appraiser duly appointed according to law,i having been designated to make a fair and conscionable appraisement of the said estate,and to assess and fur ', the cash value of all annuities and life estates growing out of said estate,hereby file the following appraisement:I '~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. I Unit Apprallemant IDe.crlptlon of A.ltt Values Made for 11IIleritanct , Tax PurPO'". • $'~'I JT.HELD:'IJ.~,I Jt.Savings Account #0021899,held in the PITTSBURGH NATIONAL BANK,CHARLEROI OFFICE,f', CHARLEROI,PENNSYLVANIA.In the names of MTKE HlJRAr,ZE\~SKT ~/k I~r..fTl:HAF.lr.HTTRA '/\-i:lIISI<I '.·r·or Em\rARD BURACZEWSKI.Opened,8-6-64.,<~ Balance as of date of death.$1 906.37.~1 '.' (One half taxable)953 19'" '1...-.~;\ ):.! '.~U;0•...·~,::',~~, .'•-f..~•~,,.,.~'~i : I... ,. ". Total 953 19 .c'· I . '.,.,,~, I .!.:i< I )~: ~"0,}'"'""".:1:..:/: f~' t.I '\'·.~ i !"~: 1 . Having been duly sworn accord~w,I do hereby certify that the above appraisement is made in eon..,fonnity with law on this·.··4<2'···p..···day Of ......a7.~~~...;;,-;.................~...19...Z.a ..' 1 ~·~················_·7<~..1<AJUllIl1i&..'Q?:::Z'.~.............................................................~(lCum ..ou-;o...et) ....................~.....~...............................I......·,Penna; -.(Poet OtDe.) < \j I ,........~-~...'~-~~t. "o':~" "~")'i-~. '...-. -.,f'::~;:,i~ !.. 1 1!.. I 0' ~,,1•, "" ,r-"' /.' County No.~3-70-1018..:.. IvASHINGTON .CHARLEROI Late of Deceased. usmENT INHERITANCE TAX APPLUSEMENT Estate of Date of Death,.~..~.P:t::.~.~!'..~.r.25,1970.............................................• AJYI1"Iisellumt Docket Vol.I .. DEPARTMENT OF REVENUE MIKE BURACZEWSKI Pagl,. Received, Entered and charged,~. AppeoJ 1110HZ Appraisement,. FiUd in Register's Office,...9.~.~..~....?.9.L..19...?..9.. AMOunt of tax due •I .".•••..•••••••.••.•....•.••...•......•.••.••.•••••••••••••••••••••••- Erafftined and Approved,. Wrote abOtUt Appraisement,. ..l .....:;~ '1 '... :> ~ .. t -,t~",I.l t --,.~--,...;~ 6 .'•·'·"t··:!.'if:&!·j'..;....·~~'\;$'f>··lf';;·""""':1"..t •.•I .L .~11rt,($"~r $.'-.'s--.·:t--·'-afflJ.o y'''''''<t.'.,?'to )-'':;2iiiiiiBi It.!iiIIIIIL J $ -'0-'1,.-~f.M .-.~~,,...:l"J •--'-'vu__.c.'''_n._.~ .".