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Home My WebLink AboutOC1971-0871 - ESTATE OF BOLEK,:-J..;•..•• I,MARY.BOLEK,Widow,of the Borou~h of Donora, Washington County,Pennsylvania,do make this,my L~~t Wi~l'and Testament,hereby revoking in full any and all Wills heretofore made by me: FIRST:I direct my Executor hereinafter n~med to pay I my debts and funeral expenses. SECOND:All the rest,residue;aY1d remainder of my I property whether real,personal,or mixed,of whatsoever nature or description,and wheresoever situate,I give,devise,and bequeath unto my children,ALBERTA BOLEK,PElmLOPE LOUISE BOLEK, and ~lliRY ANN BOLEK,to be theirs absolutely forever,in equal shares. THIRD:I appoint my sister,ANNA ~~TTY,guardian of any property which passes to a minor.The said ANNA NIATTY shall I.~1'.~.".":~..~j} I ~,':: .'-.":.& I•.~~ serve as guardian until my daughter,ALBERTA BOLEK,becomes twenty-one years of age,at which time my daughter,ALBERTA BOLEK,i shall be the sole guardian. FOURTH:I appoint PAUL M.PETRO,ESQ.,to be Executor of this,my Last Will and Testament. IN WITNESS V~~REOF,I,the said ~~RY BOLEK,Widow,have to this,my Last Will and Testament,set my hand and seal,this II! _____day of r~L d..,1966. . (SEAL) Signed,sealed,published,and declared by ~~RY BOLEK, -Widow,the testatrix above named,as and for her Last Will and I .J ..~._.::~~.:.:;.j,.~,.~;:_.A.:..~••:"'~".-q,.~.t.Z"'.'T_~"'~l...:-i...,·.>._-...:.·2...:.-:::·::_·_~~~~~':.;;\il-=.t...,,;-~.-~:.,~,~."~-","~~M "~: ....---~------~-,-,.-- .....~.";:'._,...T""_~..__.•~-_.-_-~-••--~--,-----~.P -. .~ Testament,in our presence,who,in her presence,at her request, and in the presence of each other,have hereunto subscribed our names as attesting witnesses..~, I ~'7ii ----P.dl4- ..Jz;~c/'-«-/.$ 7..:<~~c~~.S-~J'f2 . 3:U'?~)~~. .......,... ..,_.~,~~ ---\'10,RCC-62 (7-69)THIS FORM REQUIRED IN ALL ESTATES WITH GROSS ASSETS UNDER $10,000,UNDER SECTION 701 OF ACT OF JUNE 16,1961,~ ~{CTIVE ~ANU~R~1,.1962.(FILE IN DUPUCATE WITH.coPy O~.WILL ATfACHEO)j" \~-OFFICE OF THE REG,ISTER OF ~~LLS ,., ,County of'.JI~!ql'l!l:\'P),!..,.......'~~J ....,.,;;.(..~~VH .¥,•..OO~P ',..,,.,of .?;L5.S.~v~ntJ;1 ..str.~~:t.~.D.Q1').9;r:'.a,..P.a•.....o-~ ,.:t \.r .,(Name')"·(Address) being duly J~.W_Q~:g..according to law,deposes and savs that he is the:c_._E~~~JJ,t_Q_:r ...._ .....-.•'..t ',"..'t "(Exec.,Adm.;Legatee.Etc.) of the estate of :MMy.__~O_~IL ------_...._.__whose last residence was __i.n__1i.h~L~~9_:r9Ugh.__Qt..__D_Q:n.Q.:ra._ '.' •\"'....'..(No.).-(Stfttt),• ___________________________________.---,-----------deceased,and that the whole of the estate of said,decedent,who died _..A'!§,:y __Q.I J..21.~_ (CilY.Borough or Township)-,-'\..".(Date).. .'onsisted of: ") REAL PROPERTY t REAL PROPERTY IN PENNSYLVANIA,WITH STATEMENT OF MORTGAGE ENCUMBRANCES UPON EACH PARCEL AT DEATH OF DECEDENT, WHERE PROPERTY HELD AS JOINT TENANT,OR TENANCY BY ENTIRETIES;GIVE NAMES.ADDRESSES'AND ,RELATIONSHIP OF OTHER QWNERS. j +;'.t-'...-n_---....--. ;.. .-"Estimated·Real Estate Value.. \'.---. NONE NONE ~~.~. --.\.\- .,-- ~"~ ~..•,-.~.. ,._.... ... ; <•..:. ; Personal Property ~1967 Four-Door Dod~e Dart~Serial No.LLhlB72'3707l.ili n.~'d1'~$l~OOOoOO " .' .~.( ,I / ~/ ./ 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 ~titution or mortgage holder and indicate clearly amounts of principal and interest in the decedent's ~unt at the date of death and the type of account,account number and the exact name or names in fch the account is registered. I Estimated Value issued 10-1 -68 to issuedMellonBankSavinsCertificateNo.c26 8 Mellon Bank Savin s Certificate Bank opened 9-20-67 in the names of Mary or Alberta Mrs.Mar Bolek or Penelo e L.Bolek Mary Bolek or Miss Alberta Bolek (da~t=e~r~)~~~~~~~~~~~~___ Cash in safe deposit box No.70,Donora Office of United states Savin s Bonds see attached __Mr:...::...-~s'-=--.-=M=ar-=·-'--'y"-------=B::....;o:...:l=...:e=-=k=...:t-=o:..::r~M:..::a=rJL_=Ann='_=B~o_=l.=.ek=__'_===="__L_____'l~0"--"0'--'"-"0'-"'0'-----''''''-'-'~~__25_Q ,0'0_,_ Mellon Bank Savings Certificate No.E60 Jointly Held Property "-------------------------~-----...,__------...L_1r_'---'---_.s. X~~~X~ Savings Account No.203-12-00$0-01,Donora Office of Melr National Bank in the names of Mary Bolek and Miss Alberta Bolek (mother and daughter)$$,473.47 1970 Dodge Swinger in the names of Penelope and Mary Bolek Charleroi Office of Mellon National Bank 1 .0 • 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 Mellon National Bank and Trust Comnanv Marv or Alberta Bolek Daughter Donora,Pa. - 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 interest,vested,contingent or otherwise,in estate.)are involved,set OR NO AT DEATH OF IN ESTATE forth this fact.)DECEDENT I Alberta Bolek Daughter Yes 24 Penelope Louise Bolek DauQ'hter Ye~22 i Marv Ann Bolek Daughter Yes 15 All three above bf"l 1l-:l.L'O·c-ts:l.r;A~ live together at:- 5480 Youngwood Drive,Apt.3 Pittsburgh,Pa.1$236 I "I'-I / I Form Rcc-62 ESTATE OF MARY BOLEK Jointly Held Property: UNITED STATES SAVINGS BONDS,SERIES E I.Issued in the name of Miss Penelope Bolek or Mrs.Mary Bolek.(Daughter) Issue Maturity RedemptionSerialNo.Date Value Value C 4~7 767 681 E May,1969 $100.00 $80.56Q2~061 327 7 E Nov.,1969 25.00 19.95Q241347692EDec.,1969 25.00 19.51Q2461347805EJan.,1970 25.00 19.51Q2468874200 E March,1970 25.00 19.$1Q2468874138 E March,1970 25.00 19.51Q2477118875EApri1,1970 25.00 19.51Q25038~906 3 E Aug.,1970 25.00 19.05L78825646Eoct.,1970 50.00 38.10Q254988 979 8 E Feb.,1971 25.00 18.75Q25~988 987 0 E March,1971 25.00 18.75Q257348174EMay,1971 25.00 18.75Q2566738847EApril,1971 25.00 18.75 $330.21 '\ II.Issued in the name of Mrs.Mary Bolek or Miss Alberta Bolek.(Daughter) L 799 479 606 E L 802 298 135 E L 802 298 175 E L 802 298 174 E Feb.,1971 March,1971 Apri1,1971 April,1971 50.00 50.00 50.00 50.00 Total 37.50 37.50 37.50 37.50 150.00 $480.21 One-Half Taxable $24o.1i ~ESWENT ~EGE.D~N!DEBTS AN°n DEDUCTioNS CLAIMED 'NOTE'List fiht five H;ems in the spaces so provided,observe notations thereon,and instructions r-_---,.'-"/::::::.-l-=:D:::.E:::.B:...:T_O~R___.:C~L::::A:.:.:I:.::M::..__~--___,_-------..::.Nc.:..:A:=-T-=-U=R-=Ec......O-=---=-F.....:S:..:A.:.:M=E -,-------'A=M:..:O--'U:..:Nc......T=r----tRTHIS COLUMN-KEGISTER ONLYMacikFuneralijome,Donora.Pa.'Funeral expenses paid $1.900 00·$ Family exemption (will not be allowed unless decedent died residing with a spouse or children.)1,000 00 Administration Expenses • Counsel fees •250 001 Fiduciary commission • OTHER DEBTS AND CLAIMS (*)See Note below Russell Marino,Register Allridgefs Flower Shop Post Funeral Dinner st.Mary's,Donora,Pal Quinet Monument Co. Russell Marino Helen Rizak Probating Will Flowers for funeral Funeral Service Lettering on grave stone Guardian Certificate Notary Fee I.,.. Total 3,358 35 r~~3.r.s:~\ ..:P9P.<?!~,..~.~~s.y.:I;.y~p.:1-.~...;1;5033...... (City or Town and State) -d?~A~.(Executor-~ ..~~?..~~y~~.~~.~~.~~.~~. (Street Number) Subscribed and swom to before me this ~~.~..'"" Note:The estate agrees to advise the Register of Wills if the amount actually paid in settlement of any fee,commission oi'debt is greater 01'less than the estimated amount claimed and allowed. .........(l'Z"':··AEd..Y..,~ug':l.~~,,197.~. '(:--'--.t -'s •......:::Iv.,-,n),.....\/1rJt..l.,..'HELEN-R1ZAK .,[J .::'.Wasl,in\:tln,Washinltln Co. (/Notary Pullhc.2"\974.E 't"S tlu-ust fl.-.g mmissjQnx~1 ." HaVIng been duly swom according to law,I do hel'eby certify that the above appraisement is made in conformity with law on this ..........,,~dayOf,/).~..".£'19.?(~.()__. ."~~.~. Appraiser 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 -inheri- tance taxes at the lawful collateral rate on any such future interest. REPORT OF THE REGISTER OF WILLS I,the undersigned duly elected Register of Wills in and for W~,County,Pennsylvania,do respectfully report that I have allowed debts and deductions in the amounts claimed by depo~e-rlJ,exce~s to tho items where a greater or lesser amount is set forth in the last column to the right in said schedule above,which greater or lesser amotnt repre nts the sum allowed as a deduction. Dated:P~~.~JQn.~.~~S.E.ll.MAj~INO..........~.l.{I!t~..~.. Register of Wills I t' 0,',I ," r;\.',-'~" " , t-, -; '"' k :: ; Form No.ReC-62 (7-69) WillAdministration INo.. . . . . . . . . .Year ..... IN THE MATTER OF THE APPRAISEMENT OF THE ESTATE OF MAJ~~..~9~~De~~~~~d""e.e e ••• "l Late of :.'Donora.0':_eo·•••••e • e • e •••e • e ••••e ••e ••e •• ,County'of ..Washington• e ••••••••••••••••••••e'••e. Con:unon'wealth of Pennsylvania ...... .REPORT AND APPRAISAL 0/;/ PAUL M.PETRO,ESQ. 21~Seventh Street Donora,Pennsylvania 15033 ,, l~'I.;.:I,.'\,,f j J t..t_-,'""-~J ~7il HUG 9 i\11 9 31, RU'('r:;I '.,.'.1,.j [,~::>,):"'L •.,',,\1,'U'n EGIS T[R 0F \'!i LLS Vf,I\SHiNCTON CO.,Pl.. ,..• \.11.1 Ill· ," ....:~....u' ..,i\·;-1 ..'. \/;:i.~:::':',\'/.~:./.....' r 1 .;\::" /;0,",;,:,'1'1'1'ft,-.. '" '-\ .j,::I I l'~niI....',.,.if ~71 NO~?i PI";4 31 Auguet 20,1971 J HUSStLL H~rW!O ,~r..:GI<:'\",.r:,C'/':."\1/1 t LSI".•.v t.r,I ,~, Mrs.Fran~~1~o~iCbjefAAppraiser Inheritance Tax Division Room 244,Washington Trust Building S.E.COr.East Beau &Main Street washington,pennsylvania 15301 Re: Dear Mre~Leo: Estate of Mary Bolek County of Washington Date of Death:.5/6/71 cc: We enclose a copy of the Will,Safe Deposit Box in- ventory and RCC...43 bank reports,which were returned to this office b¥Mar1us G.Santieola,Chief Appraiser for Allegheny ..County,for the reason that the above decedent died domiciled in Washington COunty. Very truly yours, Herbert A.Brinkley,Tax Examiner Inheritance Tax Division For;Peter Capataides,Director Bureau of COunty Collections BAa/lsg Enclosures Russell Marino,Register of WillS~/ Marius G.Santicola,Chief Appraiser ----------------- ,---- ,'~ I ir··'· ~", ;4 j • e.,~"r ri ·:0 ~<:;:::~:JS Z:;:J.}.l 25 J.::'J 5 QQ.<:O 5'~O.oO 1J:3 5 ~~0 2,-;'3 S .7 :~ 3'27.53 7 ....1 0 .,-:5I)_)J..I .-J 3)355.35- ""t '),~,,l~..f2 J S;i;.t"II r""'l)T.JJ ")J 't.V • .-- .C 0 T... .00 T 1)9 =0 .S 0 1)()':C.C C 250.CO 9.5 a 53.C Q 90.85 25.C 0 25.r:.0 l.CO 1.00 },3 ')5 .J 5 T __IT RCC-Bl (6-71) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS HARRISBURG 17127 NOTICE OF FILING OF APPRAISEMENT PAIll.M.PETRO (Executor~) IN YOUR REPLY PLEASE REFER TO Inheritance Tax Division 38-196-8 jl In Re:Estate of MARY BOlEK _-..IIWJl.CAI.I..lS:.u.H.l.JINw.GL.LT..l.!Q:.IJI.N County -File No.__~63L-..J.7=1c:::..-8~1l~_ Dear Atty.,Petro, You are he reby noti fi ed that the --"'o""-r.=iggJ.o!::·n~al~_ appraisement in the estate of --=.l-~lAR.=Yc.......=:B.=.Q~LEK=~::.:...__ has been fi led in the office of the Register of Wi lis of--lw.tl.Af4S;).JH;j,JIWlNu.,;G>J.T.uO.l.\l.N-_----- County on !December 2 ,19--ZL,Said appraisement reflects the following valuations: Real Estate _ Persona I Property_~lloo.J,~Oo!.>Oo!.>O!A.~O~O'--------- Transfers ------ J 0 int Iy Own ed __--16~j......3u..]..+9.....·3.J-l8"'---_ Tota I ------.7h)43.1o'19"1-oori)co8----- 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 an appraisement may appeal therefrom as provided by law. Date D=e=c=em""b=e=r'----"'2~,~1.L97'_'1=____ DATE OF DEATH:May 6,1971 Note:This is not a bill. Signed F_RAN_C_ES__LEO _ Title CHIEF APPRAISER RCC-37s-681 ". COMM6NWEALTH OF PENNSYLVANIA TRANSFER INHERITANCE TAX RESIDENT DECEDENT SUMMARY (Initial) Estate of--J..B,...Ou.T.""'EIL.lo.K -J.:.l,H.........ARY"'---DATE OF DEATH 5-6-71 (Last Name)(First Name) FILE NO.63-71-811 REPORT OF INHERITANCE TAX APPRAISER I,the undersigned duly appointed Inheritance Tax Appraiser in and for the County of_~vl.~A=S'-'-H""I:_'.N'-"G'-"T:..o: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:December 2,1')71 5~~~ INHERITANCE TAX APPRAISER ' 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 gre lesser amount represents the sum allowed as a deduction. Dated:~C 3 1971 RUSSEll MP.r:/NO VALUE AS REAPPRAISED $-------+-- 3,9643,964 VALUE AS REPORTED VALUE AS APPRAISED $$,--------1f--- 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 COMPUTATION OF TAX $-----:::-:::;;::---+::r.--$237 84 PD.IN FULL $--------+-- $-------4--- $--------+-- FOR USE OF REGISTER ONLY Tax on $---,.....-,.,.,....,,_---+..""'""""_2% Tax on $3.964 03 ® Tax on $5% Tuoo$1~ Tax on $15% ~~ptioos • Total Estate -I-__ TOTAL TAX $--J..__ (*)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 $~ Add interest at rate of 6%from L AMOUNT OF E~TATE TAX ASSESSED $--~---lL-$.....J Estate tax paid $L-I BALANCE DUE $....JL- Add interest at rate of 6%from to $-~t=TOTAL TAX BALANCE $------l. 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. IN THE Year . -, MATTER OF THE APPRAISEMENT OF THE ESTATE OF ..MARY ..B.OLEI\.. Deceased Late of ..DONORA.. County of .\'iASHINGTON.. Commonwealth of Pennsylvania REPORT AND APPRAISAL .I,.. ~.,.- ./~ Fonn R.CC-2 'fjEPARTMD~T,'OF REVENUE BUF;EAU OFh COUNTY COLLECTIONS, 'HARRISBURG,PENNA.17127 COMMONWEALTH'OF PENNSYLVA1'~IA RESIDENT INHERITANCE TAX APPRAISEMENT DATE ..p.~.c.~mb..e.r....2.,.....197~............... COUNTY .....WASHINGTON................................. FILE NO 6..3..~71~.8ll . Whereas,MARX.J?QLE.K late of DONORA . in the County of WAS.HINGTO.N CommonWealth of Pennsylvania,having died on the sixth day of Ma.y 19 71..,seized and possessed of an estate subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania; Therefore,I,FRAN.CES LF.D ,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 interest. Description of Asset PERSONAL: Unit Values $ AppraisementMadeforInheritance Tax Purposes SEE COPV'.ll JT.HELD: 'PO lIPPPII 1.000 00 SEE COPY ATTACHED TO APPRAISEMENT total 6..319 38 7,319 38 •••••••••••••••••••••.·••••••~~5).·....•••••••••.•••..••..•..•.....•..•,....;~~~~. .........WASHINGTO.N .·County ,. RESIDENT INHERITANCE TAX APPRAISEMENT Estate of .,.,,.MA.RY.BOLEK ,',. Deceased. Late of .......DQNOM. Date.of Death,5""6",,71 .. Appraisemel!t Docket Vol.,3.$, . Page,.+,9~::::~L No..~J..::::7:J,,~.$.g .. Filed in Register's OfJice,.P~.C.•...~19 ..71 Amount of tax due,$. DEPARlMENT OF REVENUE Received, Examined and Approved,. Wrote abo.ut Appraisement, Appeal f1'om Appraisement,. Entered and charged,. ..-~~.. t. .f' • I I • • ., ,\.~ " .!.t,.r '",-Wi'I,VAl"1Y BOLEK,\"Jidow,of the Boro-qgh of Donora, Wasl1ingt·:.n County,?ennsylvania,do make this,rny La'st Will and Testament,hereby revoking in full any and all Wills heretofore j'-p--f'"---II-t/I The said AlINA L~TTY shall made by .me: FIRST:I direct my Executor hereinafter named to pay my debtsand'funeral ex~enses. shares. I. I I THIRD:I appoint my sister,ANNA t~TTY,guardian of any 'I',property which passes to a minor. serve as guardian until my daughter',ALBRRTA BOLEK,'b~comes twenty-one years of ace,at which time my daughter,ALDSHTA BOL~KJ shall be the sole Guardian. FOURTH:I appoint ?AUL M.PETRO,ESQ,.,to be Executor of this,my Last Will and Testament. IN WITlfE3S \'i'1DHEOl,I,the said !,rARY BOLEK,Vlidow,have to this,my Last Will and Testament,set my hand and seal,this I day of ~4~L ,;2 .. ,1966. ~d'.~(SEAL) Sic;ned,scaled,published,and declared by MARY BOLEK, II Widow,the testatrix above.named,as und for her Last Will and- .1I 7':1~~c~~.2r~,-R'I'•1 ·-1U~·~)~B.1 .'..:.."-,. ." 'I 11 '.ccstm;tent,in our presence,who,in her presence,at her request, Ii a.nd in the presence of eac.h other,have hereunto subscribed our .~names as attesting witne~seso II . . . Ii ~~'711.---p~ 113Jta4~~ I I ,, rtIt ,I tl J II !,I~ IIl, i ;I I ! II .' IIII.I t: I t t: J t f I,~ 1~.1 I ••Ii _.-tII.a_