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HomeMy WebLinkAboutOC1971-0903 - ESTATE OF STEFANIKi.,...,. ,~~-:.'~'...'." .J.',.--- Oll' STEVE STEFANIK ....'" I~STEVE STEFANIK~of the Borough of Californial Washington ~.'r"''.,',. CountYI Pennsylvania~do declare this to be my Last Will and Testament~ hereby revoking arid making void any and all Wills by me at any time hereto- fore made. ITEM I.I direct that all of my just debts and funeral expenses be paid as soon as convenient after my decease. ITEM II.I do hereby give~devise and bequeath all of my propertYI real and personal~wheresoever situate to my wife~Emma Stefanikl her heirs and assigns forever. ITEM III.In the event the said Emma Stefanik should predecease mel then I give~devise and bequeath all of my property~real and personal~ wheresoever situate to R.alph Stefanik,his heirs and assigns forever. ITEM IV.I nominate and appoint Emma Stefanik~as Executrix of this my Last Will and Testament.In tl;le event she should be unable or unwilling to so serve then I nominate and appoint R.alph Stefanik,Executor of this my Last Will and Testament and di.rect that he not be required to post bond in any jurisdiction which he may be required to so serve. day of )IMa v-cl...~A.D.I 1969.--1-,-I-I-l~:..::.....:.._~,,---_' This instrument consisting of one (1)typewritten page~(bearing the signature of the above named Steve Stefanik)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 eachother~we believing him to be of sound and disposing mind and memory have hereunto sub:' scribed our names as witnesses: " {p~-7/-rCJ$ Affi~auit (@f 1fxerutnr (@r A~mini!itratnr ~tatt of 'tnnayluania,t lIB: C!1ounty of Baal1ington \ Personally before me,the undersigned authority,a.~~~.~.:sY.~.~~~.~~in and for said County and State,appeared gAb.:E!!e.:I.~f..Am~who,being duly sworn according to law,deposes and says that he is the executor or administrator of the estate of ......§.T.~.Y~§T~E:A~~~deceased,that the foregoing schedules constitute a .. h f Steve StefanikcompletemventoryandappraIsementoft e real and personal estate 0 , deceased,except real estate outside the Commonwealth of Pennsylvania;that the figures opposite each item of real and personal estate in the foregoing schedules are determined and stated by the undersigned to be the fair value of said items as of the date of the decedent's death,based upon a just appraisement of each item made by the above named Executor Administrator..r .,. ".~SWOma11!subscribed before me this...2.4.t.h....:...l JJ~U ~ ci :a~otf1...;~=.~...Y..v·Zl·,••i9....19..?~.·..~~~cui~;:~-...._.. 0........U:J:i ~~~;..........................R ph elan <:(lit --.J.."-/~:;.".,---:;'..ADDITIONAL INSTRUCTIONS.=...\." Z ~~.Ari in:v,eh,tpry m]lst be filed within three months after appointment of personal representative..~~~,.AIllJ,pplemental inventory must be filed within thirty days of discovery of additional assets. o .!i!t.1 Original and 2 Copies and 2 RCRI-34,Under $10,000;1 Original and 2 Copies and 2 RCRI-33, en ~3'.Ove~$10,000,inch~ding Copy of Will;1 Original and 3 Copies and 2 RCRI-33,Over $50,000,in- «~g eludmg Copy of WIll and copy of Federal Estate Tax Return. ~:EI :~REFERENCE FOR ADDITIONAL COPY ;f §Act of 1947 P.L.513 Sec.5.2,72 P.S.4844.2,~8....'"" 3Juurutnry nub !\pprnisrmrut of the goods and chattels,rights and credits which were of ~!.~Y..~~!.~~.?:~!..~late of ~~.~~~.?.:!2~~. Washington County,Pa.,taken and made in conformity with the above affidavit., PERSONALTY 1966 Ford Coupe,6N66C165463,A18232913 71-099 DOLLARS 500 00 CENTS •••I J I ...,~f •~,-'4 ""'" ;<Jgf( ~3-7/-76 3 /' . ,\',I I ...Inventory and Appraisement IN THE ESTATE OF ••.•./.')1 \'\t-."';. ,:".'"-:',',STEVE STEFANIK.'". il.fl;t....:'\,,'1. I : • I I ~• Filed ,19 .. ~-;:;1.:::;',::u (n0C ~--~"')=:(0 .:-:?~~/':,.1'.r·,;_.. --1 ;XI .:;C1 -c__1/;;;:: .",::'"::__"''t';~...o ::::~:~.~ r--~-Or-2)::0-(f) ~ _A tJ....l c...... :',1::» ~ 1 :::> "t;j 7J: '-' v, ;:::;, =--.. !"---. ~......,.-.;., i:.MO;.Ii"'.:~....,.~;.'fII... ~. .~ ~,~'i- w? HORMELL,TEMPEST,SIMUONS. BIGI &MELENYZER Attorneys at Law 423 Third Street California,Pa.15419 ""'9 J~~~ rlJ!l..f1.'dJ Rt.P·liY~;I",-,~~;O LP ~ •..;¥"_.-,......_-------------------_.........._-.......----------~ Form No,RCC-62 (6-70)THIS FORM REQUIRED IN ALL ESTATES WITH GROSS ASSETS UNDER $10,000,UNDER SECTION 701 OF ACT OF JUNE 16,1961. EFll'EC'UVE ,J~NUARYI,1962.(FILE IN DUPUCATE WITH COPY OF WILL ATTACHED) OFFICE OF THE REGISTER OF WILLS County of \y:~f;'~~~g:t~I?-. . ..~lil-~ph ~.t~fl3-n~~:,..,',of l?P.~.~~~,.~•.p ..#~,1 ..lft My.e.r:~.\.rl.qJ;'~4lil-. (Narne)(Addrelll) being duly_.~~~_~~.._..•_..according to law,deposes and says that he is the__.~~~~~~~~.._ (Exec.,Adm.,Legatee,Etc.) f h f Steve Stefanik .851 Green Streeto t e estate 0 •..........whose last residence was .__....--- (No.)(Stteet) California,Pa.'Aug.28,1971---..-------------------------------------------deceased,and that the whole of the estate of said decedent,who died ._ (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 Estimated Value OJ NONE . Personal Property 1966 Ford Coupe,6N66C165463 A18232913 til(Y17J-.500.00 <, 71-099 NOTE:You may expedite the processing of this return by fHing 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 o~ficer of the financial institution or mortgage h0lder and indicate clearly amounts of principal and interest in the dececifmt'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,' J Jointly Held Property .Estimated Value...... ~- •.• NONE < -0 Transfers within TWO YEARS Prior to Death NONE U That at the time of death there was no safe deposit box registered ih dec~dent's individual name,or jointly wit~,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 '".~ENEFICIARIES AND ADDRESSES RELATIONSHIP SURVIVED AGE OF LIFE (If step-children or DECEDENT TENANTS'OR INTEREST OF.(Stii.telfuU.dames of all and their addresses who have illegitimate children STATE YES ANNUITANTS BENEFICIARY an interest,vested,contingentor otherwise,in estate.)are involved,set OR NO,AT DEATH OF IN ESTATEforththisfact.)DECEDENT Ralph Stefanik son yes 100% Box 414.R.F.D.#1 Ft.Meyers.Florida.33901 .., RESIDENT DECE;DENT DEBTS AND DEDUCTIONS CLAIMED NOTE'LiFKfirst five items in the spaces so provided observe notations thereon,and instructions.--, "'---DEBT OR CLAIM NATURE OF SAME AMOUNT THIS COLUMN ttEGISTER ONLY Funeral expenses paid $$ Ralph Stefanik Family exemption (will not be allowed unless decedent died residing with a spouse or children.)1 000 00 Administration Expenses •35 50 Counsel fees •100 001 Fiduciary commission • OTHER DEBTS AND CLAIMS (.)See Note below Administration Expenses: Probate will &short c ertificate 11.50 Washington Count y Re!ports,adv.14.00 Short Certificate 1.00 Telegraph;)advertisin~9.00 35.50 I I , 'ff '.. ,~ ~,,- ESTATE INSOLVENT ~ Total 1,135.bO ,'3.f..fc:> Note:The estate agrees to advise the Register of Wills if the amount actually paid in settlement of any fee,c9mmission oi'debt is greater or less than the estimated amount claimed and allowed. Subscribed and sworn to before me this . •D.#1 (Street Number) .li'.t.•..Mey.er.s •..Flo r.ida . (City or Town and State) REPORT OF T~fGIST LS I,the undersigned duly elected Register of Wills in and for -C~~..County,Pennsylvania,do respectfully report that I have allowed debts and deductions in the amounts claimed by depo ,except ~se items where a greater or lesser amount is set fortll in the last column to the right in said schedule above,which greater lesser amo nt rep esents the sum allowed as a deduction. Dated:f.~.~.20..197~R.USS.Ell.MAmNO......J.~i~t/~i ~. Form No.RCC-62 (6-70) % /" WillAdministration'}No.. . . . . . . . . .Year ..... IN THE I r't MATTER OF THE APPRAISEMENT OF THE "--"f •\_,\';,-"~'O':"' ESTATE OF STEVE STEFANIK Deceased Late of .California................................... --:, ,., '..~~-- ;~ ,~~"".--i ~ -4T ,, I } .c,-~'"';;.~.:; REPORT:>AND,APPRAISAL:'0 t=::;.~~:; ?-0~~~ :::.:::::.;...-....;; Wa~ingt-Qn v...'.County of ~;:~~~~..'J'.~~' Commonwealth of Pennsylvania,~.~ --1 .:U .(:., :;,~c> Of,! c:.:,;;' HORMELL,TEMP~8T,SIMMONS.] BIGI ..:,_;,_...;;~R Attorne.:/G.':":,'Law 423 Third S~rQet California,Pa.15419 RCC-8!(6-71) COMMONWEALTH OF PENNSYLVANIA. DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS HARRISBURG 17127 NOTICE OF FILING OF APPRAISEMENT RALPH STEFANIK ,. IN YOUR REPLY PLEASE REFER TO Inheritance Tax Division· In Re:Estate of __--=s~T:.=E:...:.V-=E:_..::.S~T=E=_:FAN=.:.:I=-:K:.:....-_ \1ASHINGTON County -File No.63-71-903 Dear Mr.Stefanik: You are hereby notified that the orj ginal appraisement in the estate of Steve Stefanik has been filed in the office of the Register of Wills of \vashington County on February 15 ,19 73,Said appraisement reflects the following valuations: Real Estate _ PersonaI Property ---->.J5u.Ou,Oueu,OLloO"----_ Transfers _ J 0 int Iy Owned ---::.--:-:~--=------ Total 5_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 an appraisement may appeal therefrom as provided by law. Date _...L:F...LOEwBwR..JJUl.CAu.JRu.Y---.l.].....54,---.l.1.....9u7.....3L-_Signed~J~ Titl~~~ DATE OF DEATH:August 28,1971 ESTATE INSOLVENT Note:This is not a bi II. " 1..000-00 + 35-50 + 100-00 + 1..135-50 * 500-00 + 500-00 0 l..135-50 - ~,;'... RCC-39 (5-68) COMMONWEALTH OF PENNSYLVANIA TRANSFER INHERITANCE TAX RESIDENT DECEDENT SUMMARY Estate of STEFANIK,STEVE (Last Name)(First Name)(Initial) DATE OF DEATH 8-28-71 FILE NO.63-71-903 REPORT OF INHERITANCE TAX APPRAISER I,the undersigned duly appointed Inheritance Tax Appraiser in and for the County of Was hillgt On 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 itern in the last column to the right in Schedules"A","B", "C",and "E". ~~./~AXAPPR~February 15,1973Dated:_-=-""--,,~=~---,,,,-=~..=.:::o...:....-=-_ "----=-=-=-:=l~~~~~~~~...,.4 EEB20 1973RUSSELL MAr-INODated: REPORT OF THE REGISTER:OF WILLS ~ I,the undersigned duly elected Register of Wills in and for 'vashington C nty,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 greater esser mount represents the sum allowed as a deduction. VALUE AS REAPPRAISED $-------+-- 500 00 1,135 L Insolventte $ 500 00 500 00 1.135 50 Esta VALUE AS REPORTED VALUE AS APPRAISED $,----=-=-=---II--"..=_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 $~--~ Tax on $UY Tax on $5% Tax on $10% TUM$1~ Exemptions * Total Estate --1-__ TOTAL TAX COMPUTATION OF TAX $-------4-- $-------4-- $-------4-- $-------+-- $-------4-- $-----_----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 :::::::::::::t==== BALANCE OF INHERITANCE TAX DUE $l= Add interest at rate of 6%from_____to $---..J AMOUNT OF ESTATE TAX ASSESSED $------IL- Estate tax paid $---ll- BALANCE DUE $---_~~ Add interest at rate of 6%from t= ------1:to-----$-------1. TOTAL TAX BALANCE $-----~ 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 !...No.AdminIstration IN THE Year . MATTER OF THE APPRAISEMENT OF THE ESTATE OF STEVE STEFANIK Deceased CALIFORNIA Late of . .' County of lvASHINGTON............ Commonwealth of Pennsylvania REPORT AND APPRAISAL i I Fonn RCC-2 DEPAP..~M.E~:T OF REVENUE BUREAU OF COUNTY COLLECTIONS HARRISBURG.PENNA.1712 7 COMMONWEALTH OF PENNSYLVANIA RESIDENT INHERITANCE TAX APPRAISEMENT DATE ~~p.~~.~.r:...y 1?.,!..~.?.~. COUNTY L1i.~~.h.!..!1.K~.QP.:. FILE NO.·§.~.::.7..l::..?.9.J . Whereas,~.~..~y..~~.~..~.~~~.~.~late of .9~.!.~.~.~.~.J.l:.~~. in the County of Ji~.~h.:t.p.,g:~..9..D:Commonwealth of Pennsylvania,having died on the ~..e.t.h day of AY..f3.:Y.§.!197.l ,seized and possessed of an estate / subject to Inheritance nder the laws of the Commonwealth of Pennsylvania;..- Therefore,I,;/-::?.~,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 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. Unit Appraisement Description of Asset Values Made for Inheritance Tax Purposes $ PERSONALTY:.. See appraisement attached 500 bo i , I <"'. I .'~.~I .. Total 500 bo ,i'.. ESTATE INSOLVENT '\ ., WA~l.U:NQ'l'QN ..County RESIDENT INHERITANCE TAX APPRAISEMENT Estate of STEVE STEFANIK Deceased. Late of CALIFORNIA Datc of Dcath,A1J:gR~t.7e.."l9..7l .. Appraiscmel!t Docket Vol.,1..2:..:.. Page,~.()~~..%..:......No..§.J..~.7..l~..Q.Q.3... Filed ilJ Register's Ofjice,Fe.b l.5.,.197.3 . Amount of tax due,$. DEPARTMENT OF REVENUE Received, Examined and Approved,:. Wroteabo.utAppraisement, Appeal j"om Appraisement,:.. Entered and charged,.