HomeMy WebLinkAboutOC1971-0071 - ESTATE OF LUDWIKr
RCC-I03 (2-641
COMMONWEALTH'OF PENMSYLVANIA
OEPARTMEIo!T OF REVENUE
BUREAU OF COUNTY COLLECTIONS
TRANSFER INHERITANCE TAX DIVISION
INHERITANCE TAX RETURN
FOR INSOLVENT ESTATES ONLY
OF RESIDENT DECEDENTS COUNTY OF Washington
j
This return must be completed In detail and flied In duplicate,with the Register of WIlls In the County where the decedent resided within one
year after date of death,unless an extension Is granted by the Secretary of Revenue.
Misc.
being duly sworn according to law,deposes and says that he is the_....JS>::Lll.d.J.:r....llv~j...J1'-TJ.L::·n!::1Og,.....i:S'±p-!-l0..LI1U:Ji:i.s.ce'---_--:-_
(Exec.,Adm.,Legatee,etc.)
of the estate of __.;;..J...;:;O..;;;;H=N..:........:L=UD-=-=...:.:W;,.=I=K=--Iote of Borough of Donora
(City,Borough,or Township)
deceased,dlnd that the whole of the estafe of s<lid decedent,who died on _..D'""'e<.>cLle....mJ.,Lb.........e"""r=-'2;...,9~,---l.J-?'9u..6.u.J+1 _
(Dote).
consisted of the assets listed below and that allowable debts and deductions exceeded the fair ma~ket value of the assets ond
Will
Admn.No.19__I,_C.=..:A~R:.:..0.=..:L=.;I:::::t\~m=--;I::..:..Jl::::JD::....:.W.:...:I:::K=--of ~B:...::o~x:........::::8~8.:::t4c..l;,-;-D;::;-:::.o:::..::n~or=-a:::::..L'.....:P::...,:a::::....:...•....:1::..5L::0::....3::....3,---
(Name)(Address)
no Pennsylvanil'J Transfer Inheritance Tax is due.
Sworn and subscribed before me
the lOth day of Oct.19---10-
~b,-dtL'J~l :/:(7/it~u:'•.L.::·"..r.;11",
(Sillnature)
CarolJ.ne Ludwik
(Title)
Surviving Spouse
Type of Assilfjj Con missIon Expires February to,l'3'''.
Real Estate,PersDo ora,Washington County,Pa.ASSETS
Property,Jointly (Attach additional sheets if necessary)
HelTd ProfP'or Description of Assetransers
Estimated
Market
Value
Department
Valuation
CAUTION(Do not writ.e
in this space)
Real Estate Lot 67,Allen's Addition to Donora,upon
which is a one-story frame house without
a bathroom,without a septic tank,and
without hot water.The Decedent was
survived by a surviving spouse,Caroline
Ludwik,and four children:Helen Kasprzyk,
Walter LudWick,Edward Ludwig,and
Alfred Ludwig.The said children
conveyed their interest to the surviving
spouse,Caroline Ludwik,by deed dated
August 30,1966 and recorded in Deed Book
12h6,Page 628.The surviving spouse,
Caroline Ludwik,by deed dated October 10,
1970,conveyed the said premises to
Harry G.Wall and Eugenia F.Wall,his
wife,for a consideration of Fifteen
Hundred and 00/100 ($1500.00)~ollars.
(\,,,,,1>4'1~/'TOTALS $1500.00
RE POR~OF INH'ERITANCE TAX.APPRAISER
,
I,the undersigned duly appointee!Inheritance Tax Appraiser in and for the above County do
appraised the real and personal property as reported in the foregoing schedu at the value
the last column to the right.
Dated:
respectfully report that I have
forth opposite each item in
Name of Payee DEBTS AND DEDUCTIONS
Nature of Claim
Amount
Claimed
Amount Approved
by Register
R.R.Schwerha Funeral
Home,Donora,Pa.Funeral expenses $1,178.00
Quinet Monument Co.,
Bentleyville,Pa.Memorial 380.00
Charleroi-Monessen
Hospital
Medical expenses not covered by
insurance 900.65
TOTALS $2,458.65
REPORT OF THE REGISTER OF WILLS
I,the undersigned duly elected Register of Wills in and for the above County,do respectfully report that I have allowed
deductions in the amounts set forth in the above schedule as claimed,except have set forth a greater or lesser amount
in the last column to the :ght,which greater or lesser amount represents the sum all wed as a dedu~
Date of Approva I:/t<0 ~7 I __+~~:::::.loC.~'~"==:===:-lo.--::/:=::::-:~7--=--=---="::'~.L----r.Register of Wills
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'.}Will
Ad.:ninistration
...-
,No.Year
IN THE
•
MATTER OF THE APPRAISEMENT
~-;
OF TH'E
ESTAl,EOF
JOHN LUDWIK
Deceased
v .'
Late of Donora
County of Washington-
Commonwealth of Pennsylvania,
REPORT AND APPRAISAL "
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,,--./,;1"/_/L f..{J <J /6 ~~0 .-7 0
PAUL M.PETRO,ESQ.
215 Seventh Street
Donora,Pennsylvania 15033
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RCC-S\(2-64)
COMMONWEALTH OF PENNSYLVAN IA
DEPARTMENT OF REVENUE
BUREAU OF COUNTY COLLECTIONS
INHERITANCE TAX DIVISION
NOTICE OF FILING OF APPRAISEMENT
Caroline Ludi'lik-Informant
IN YOUR REPLY PLEAOE
REFER TO
J
In Re:Estate of__---l:J::..:.o~hn.!:.4..-=L~u~d!..!JWlt.=·"'lk'___
____"'"""""H....a~s~h....i .....ng§.t....!o""'n~-----County -File No.63-71-71
Dear IvIrs.LUdlrik,
You are hereby notified that the original
appraisement in the estate of__~J~o~hn~~L~u~d~w~i~k ___
has been filed in the office of the Register of Wills qf Washin~ton
County on January 20 ,19-11.Said appraisement reflects the
following valuations:
Real Estate 1,500.00
Personal Property _
Transfers -=-~-=-=---_...,...--
Total 1,500.00
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 (6%)percent per annum is charged.
Any party in interest who is aggrieved by an appraisement may
appeal therefrom as provided by law.
Date J_a_n..;;;;u,;:;;;;ar;;...syL--2.;..;0;""z,--=1""'9,J.;71=--_Signed CLf./;<RI,'i rH..!.,2 !L</~\
Title ALFRED TOSI.APPRAISER I
ESTATE INSOLVENT
DATE OF DEATH:December 29,1964
Note:This is not a bill.
I
I.,
RCC-39 (5-68)
COMMONWEALTH OF PENNSYLVANIA
TRANSFER INHERITANCE TAX
RESIDENT DECEDENT
SUMMARY
Estate of Ludwik
(Last Name)
John
(First Name)
DATE OF DEATH 12-29-64
(Initial)
FILE NO.63-71-'n
REPORT OF INHERITANCE TAX APPRAISER
I,the undersigned duly appointed Inheritance Tax Appraiser in and for the County of_..:.:W:.:::a~s:.=,;ho.=in~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","B", "C",and "E".
Dated:_---=1=--;.::.20.=...---!7.=1=--_w.~Wi;au~.
INHRiTANCE TAX APPRAISER
REPORT OF THE REGISTER OF WILLS
REGISTER OF WILLS
Dated:1-_2_0_-.....7..;;;;1 _
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",whi ter or lesser amount represents the sum
allowed as a deduction.
VALUE AS REAPPRAISED
$-------+---,c:.r.r.r.r.
";7
1.500 00
2,458 65
TE INSOLVENTESTA
VALUE AS REPORTED VALUE AS APPRAISED
$I 500 00 $
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 $~--2%
Tax on $('1i'%)o.
Tax on $--------~--'-s<
Tuoo$lK
Tax on $15%
~e~tioos *
Total Estate ~__
TOTAL TAX
COMPUTATION OF TAX
$--------+--
$---------l~
$---------l--
$--------+--
$--------+--
$---1.__
(*)As evidenced by Chari table
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 $-----~
AMOUNT OF ESTATE TAX ASSESSED $--~----1L-
Estate tax paid $l-
BALANCE DUE $---Jl_
Add interest at rate of 6%from t=
-------'lto-----$-------1.
TOTAL TAX BALANCE $------lPAID$-1
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 t No.
IN THE
year .
MATTER OF THE APPRAISEMENT
OF THE
ESTATE OF
....JOHN .LUDTlJICK .
Deceased
Late of ..lJONOR,A.
County of.hTASHINGTON .
Commonwealth of Pennsylvania
REPORT AND APPRAISAL
I
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Fonn RCC-2
COMMONWEALTH OF PENNSYLVANIA DATE ......Januar"lJ.....2Q.,......l.97.l...............DEPARTME1'\T ~~R~VENUE RESIDENT INHERITANCE TAX ...............Y.!.~.~.h~.1?:g~.9.~..............................COUNTY,BUREAU OF COUNTY COLLECTIONS
HARRISBURG,PENNA.17 127 APPRAISEMENT FILE NO.................?.'I..-:.7;b::7.~.........................................
Whereas,..................................J.ohn...L11dvltk.............................................................................late of Donora ................................................................................................................
in the County of ......................................J:J.Sl:.9.h.;i"Dg:t.9n.....,.....................................................Commonwealth of Pennsylvania,having died on
the ...................................2.9th..............................................day of ......................P..~.C?E?I,Il):>.E?.r.:............................19...?4...,seized and possessed of an estate
subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania;
Therefore,I,ALFRED TOSI 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 aftertheexpirationofanyestateforlifeorforyears,the Commonwealth hereby expressly reserves the right to appraise and assess transferinheritancetaxesatthelawfulcollateralrateonanysuchfutureinterest.
Unit AppraisementDescriptionofAssetValuesMadeforInheritanceTaxPurpoles
$
P"Ii'AT'T'V.-
See CODV attached to annraisement 1 SOO 00
Total 1,500 00
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fonn~;V~~hbl::::~h~W(lrll.CC<l~~~:~.~o~~~~~~r~;'::S7~~
Appre Ber
...............................................................................................,........................................................
4J~Penna.....................................................................................................................,.............,
(Post Office)
Washington County
RESIDENT INHERITANCE TAX APPRAISEMENT
Estate of
John Lud\vik
Deceased.
Late of
Panora.........
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Pa e /..3 t/-~-"r ············6····~····~~····~·············
g ,l\o....??.?...
Filed in Register's Office,~.~!1:.~~~19.7;L,..
Amount of tax due $-,'.
DEPARTMENT OF REVENUE
Received,
Examined and Approved,.
Wrote abo.ut Appra.isement,
Appeal j,.om Appraisement,.
Entered and charged,.
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