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Home My WebLink AboutOC1971-0915 - ESTATE OF ZAKEN,'\Tmn No.15 (l968r ,'.,.Will Washington County Bar Association LVZh~jnJ : en7/S- 1JlUllt lUtU UU~Wtlltumrttt I,w.!JJ..§~mN.I.~~9.9.W!?.f..I., of...G..~.£J.!*-9.~.?:hAp..f......~.9.:?E..~.!.l:9:~9.~s~9..~ty.."?.~.~.!.l:.~y.Jy.e:~:t.~, being of sound mind and memory and understanding,do hereby·make,publis1l.:,aI!cideclare this to be my Last".<~ Will and Testament,in manner and form following,hereby revoking any will or wills heretofore made by me. First.I direct that all expenses attributable to my last illness and funeral'be fully paid and satisfied,as soon as conveniently may be,after my decease. Second.I give,bequeath and devise all of my estate,real,per- sonal and mixed,to my following beloved children"namely,John Zaken, Stephen Zaken,Ann Guza and Charles Zaken,equally share and share alike. Third.I make no provision whatsoeve~in this Will for my daughter Mary Godish for reasons best known to her. ~I.•·,:,·:j t~ fic'rl'~.j I.l.~.J.~t~i~.,11I II .\ .. -,\ ,It Ii II ,-l " '~;.----~~..~::.' -------------f I " .....a,'<,,';;- "r"":1"......:.&.J;r -ct> \.'.... :....':.:<.~, C', ~~-----~--- !~~ ':.../ ,;",>',.'t._:-~.__.,,:.'::.~-J. ;-.."1-;~,-.;:."~',-.'...,..~..:.-....=-:~_.-'...----- •.1,.. :,-" ~~~... \'...,---,0',- Of:"~ S-~ephen Zaken, ,i..,.'••.• I do hereby make,constitute and appoint ~.. to be my execut or of this my Last Will and Testament.r-- ~~.,-... IN WITNESS WHEREOF,I,LOUIS ZAKEN,widower,the Testator above named,have hereunto subscribed my name and affixed my seal,the 1st day of May in the year of our Lord one th9usand nine hundred and seventy (1970)..t:s~:..~......(SEAL) Signed,sealed,published and declared by the above named LOUIS ZAKEN,widower I ,as and for his Last Will and Testament in the presence of us,who have hereunto subscribed our names at his request as witnesses thereunto,in the presence of said testat 0 r ,and of each other. ........_~_.~&U..t::_. ...................;I..r··..~;v:f..."::....Ii ' /I .!!:I ~i . I :voi:+':<n.....!'En ~:v I l~~ <..~~0:z:~......o ~u «0 -t >J..>o .J <.•....~.'t-~.;(jz!0 '::<tio::0 •)0 to-:J.........~P=l .,w~S?0 i -z W '.-,,.~-We:U Zi.....Ni ~o 0 x 0'i:l to-to-zcnil::[0::to-It <tvO<t~u..........Hi .....'"d::>!.....wtl)'"\S1 "d "d I <-'..l::H \ ~0u'"d v tl)~(l)>"d bJ:l0~H §~~ ·';·""-=--.~·':..:.;.::'L "-_.:"'_•.,.:".''r'''",,"''''"._,oL''''::;'';'',.:'";;':.-".,.~-.~.."...:... .,............,=.Fo~~~o.'~CC.62 (6.;0)T~IS FORMREQUlRED IN ALL ESTATES WITH GROSS ASSETS UNDER '10':~'.U.:~E~.;~.E.".C.·T...·.ION 701 OF:;;F J.p'NE 16.1961,....'1 EFFECTIVE .JANUARY 1,1962.(FILE IN DUPUCATE WITH ~OPY OF WILL ATTACHED).···_",·:--:-·:,···t ~:3'~71---.--..'.'.'.....1.I /'.OFFICE OF THE 'REGISTER OF WIL.LS .9f~, County of ,,Wp.~J:li.n9tP.1'),,,,,,,,,,,, ,,$A1i;:PRE;~,,~~KEil.'l,,,,.,,,,,,',,,,.,,,,,,,,,,,,.,of .,~'?~..~?,3,,~~n9~,t:1?9AV;i.,:U,~~,.Pa..,.1533.9. (Name)(Addrell8) being duly ~~<?.~~.according to law,deposes and says that he is the ;t_:nfg_+.:mgjl~~._ (Exec.,XdJ;;.,Legatee.Etc.) of the estate of ~_v.;t_$.__~_~.N whose last residence was Hende.r.sQ.ny.il~e.,.--------------------.. (No.)(Street) Cec.il--To.wn..shitL ...deceased,and that the whole of the estate of said decedent,who died ..~j_4_9L_19.7.1 _ (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 TE~ANT OR TENANCY BY ENTIRETIES.GIVE NAMES,ADDRESSES AND RELATIONSHIP OF OTHER OWNERS. Real Estate ALL that certain tract of ground and two-story Estimated Value shingle house erected thereon situate in Hendersonville,Cecil Township,Washington County,Pennsylvania,being more particular- ly bounded and described 'n Deed Book yol.691,page 491,Wash- (l'Jt-VI i I~_...)ington County Records\C ~.1 k,.AlAi.""'~.e $3,000.00 Personal Property One lot of old furniture,mostly given away $ \. 200.00 ~ /\ 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 8igned by a responsible officer of the financial institution or mortgage holder and indicate clearly amounts of principal and interest in the deced~nt'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.x ,._.~ Jointly Held Property Estimated Value..----.: NONE - \ , \ - - Transfers within TWO YEARS Prior to Death \ NONE -,,\ \, "-,.. ~. ..., ~ \ That at the time of death there w'as 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 N()l\TF.-_.---------------------------------- - BE"NEFICIARIES RELATIONSHIP SURVIVED AGE OF LIFE BENEFICIARIES AND ADDRESSES (If step-children or DECEDENT TENANTS OR INTEREST OF (State fUll names of all and their addresses who have illegitimate children STATE YES ANNUITANTS BENEFICIARYaninterest,vested,contingent or otherwise,in estate.)are involved,set OR NO.AT DEATH OF IN ESTATE forth this fact.)DECEDENT John Zaken Son V2So -----n,...",,_- 417 Plum Avenue, N'p-w Kp-ns.inot-nn Pa ll:iOfi.R Charles Zaken Son V2So -----n,...",,_-.,... 231 Burnside Drive To nowanda N.Y.14150 Anna Guza -.Vps.n,...",,_--------- 2872·De1count Drive ....-·.a 10011 •........ "..........~.n_'___~nn Vps.n,...",,_------- Box 163 Hend2rsonvi11e.Pa.15339 .t. RESI~EPT:-DtC~DENT DEBTS AND'DEDUCTIONS CLAIMED ,NOTE'List first five items in the spaces so provided,observe notations thereon,and instructions Funeral expenses paidYonevFuneralHome DEBT OR CLAIM NATURE OF SAME AMOUNT THIS COLUMN.--------::...----=:...:;,;".....::...:.:.:..::..c..---=-------r-----~::...=....:::....::..:..c=--...:.----=-------.-----'----,r---toKEGISTERONLY $1 450 00 $ Russell Marino Georqe J.Modrak Family exemption (will not be allowed unless decedent died residing with a spouse or children.) Probate $9.50AdministrationExpenses~ax Ret.3 .00 Counsel fees • 12 SO 100 001 Fiduciary commission • OTHER DEBTS AND CLAIMS (• )See Note below Gaydos Monument Company Marker 395 00 st.Michael G.C.Church Church and Grave Services 125 00 1971 Township Tax County Tax School Tax $14.50 15.22 54.05 I I 83 77 Total $2,166 271~<..l.L"1 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 or less than the estimated amount claimed and allowed.,~..~ Subscribed and sworn to before me this , . . . . . . . . . . . . . . . .~~"~':~:.(ExecdCI.Admtntstrator). ......~l?~.....;da '~'~:;.J:."19n .~~x..1,9~....isi~i N~;';'~;"""""""'. ..,~..,·~":·--:~·7~··········· GEORGE 1.RAK,Notary puboa .~~J.:l.4~.~~C;>n.y~~~.~,..~~......~?~~.~........ Canonsbur',Washington Co.,Pa'.(City or Town and State) .My CornmlsslonElij)lres May 14,;19la Having been duly sworn according to law,I do hereby certify that the above appraisement is made in conformity with law on this ...').1:~:dayOf ~../J ,1~.(!..~\..L "n . ,,~.M ~..f::::~ In the event thl!-t any future interest in this estate is transferred in possession 01'enjoyment to coliateraJ heirs of the decedent after the expiration of any estate for life 01'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 futul'e 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 deponen ,except as to those terns where a greater or lesser amount is set fortI!in the last column to the right in said schedule above,which greater or lesser at,unt npn ta th".urn allowed as a deduction.. Dated:O.CI.l.4.19.71.RU.SSEll MARinO..~L t ~.~~. I Register of Wills /./ .; / .. / '! Form No.RCC·62 (6·70) WillAdministration INo Year.7l. IN THE MATTER OF THE APPRAISEMENT OF THE ESTATE OF LOUIS ZAKEN Deceased Late of ..Cec.:i.i.~qwn.sb.i.P.. County of .'.Washington . Commonwealth of Pennsylvania REPORT AND APPRAISAL ,r """=::::;;:;::;,::D (/)0 c::::c -Cn:::::u;(n""-~-,('r:,:~r, --!;;.-, (.:0 _",~(.:5;~ c).oS.r-:::. -0 ~-.~c.')0 '"--...J i ~i ~".-,.) ......,..,:...:;,,J ,-- ""0 .~ ;..:r <.....J c::n GEORGE oJ.MO'.N':~.,. ATTOlllNa.AT LA .... ..-.oftT'H Call1TIlIAL ••E;'ut: CANON••"ItG.PA. 3 0 0 0 0 0 2 0 0 0 0 3 2 0 0 0 0 s 2 1 6 6 2 7 - 1.0 3 3 ....,7:,I•i ~'I' .-;'.',.....Qt.,••4,;,......i--.~,,..,..-...r......,..,.......'............"................................,.......,,......,~...-.: 1 4 5 0 0 0 1 2 h 0J 1 0 0 0 0 3 9 5 0 0 1 2 5 0 0 8 rz.7 7~ 2 1 6 6 ~7 '"',..',',' ~~~•Ott ........'t i*d •••4-••.....................................e.........-"""__•~_ RCC-81 (2-64) COMMONWEALTH 'OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS INHERITANCE TAX DIVISION NOTICE OF FILING OF APPRAISEMENT STEPHEN ZAKEN-INFORMANT IN YOUR REPLY PLEA8E REFER TO 38-204-5 j In Re:Est ate of__L_°_U_I_S_Z_A..,.:.K_E_N _ __W_A_S,;...;H:..:.:I;;;,;;N,.;..:G:....:T:.,.;O:..:.N.:...-------County -File No.63-71-915 Dear Mr.Zaken, You are hereby notified that the ~O~r~1~·g==i~n~a~1-------------- appraisement in the estate of ~L~O~U~_I~S__ZwA~KuE~N~~~~~~~-- has been filed in the office of the Register of Wills qf WASHINGTON County on October 14 ,19.1J..Said appraisement reflects the following valuations: Re al Est ate ----::3:..J,~0~0~0~.!..:O~0~--- Personal Property ~2~0~0~.~0~0~_ Transfers ..__........,....-...".....,..------ Tota1 3.:......z-'.:....Z-=-O-=-O-=-•....::O..::O~_ 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 __O_c_t..:..;o:-b:-.e..:..;r~1=-4~,-:1=-9:::..7.:...;1=--__ DATE OF DEATH:April 29,1971 Note:This is not a bill. Signed Title DOMINIC DeMARIA APPRAISER I RCC'-39 (5-68) COMMONWEALTH OF PENNSYLVANIA TRANSFER INHERITANCE TAX RESIDENT DECEDENT SUMMARY Estate of ZAKEN (Last Name) LOUIS (First Name)(Initial) DATE OF DEATH 4-29-71 FILE NO.63-71-915 REPORT OF INHERITANCE TAX APPRAISER I,the undersigned duly appointed Inheritance Tax Appraiser in and for the County of WASHINGTON 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:oc~o~er 14,1971 iJ~J~~~ INHERITANCE TAX APPRAISER ' REPORT OF THE REGISTER OF WILLS OCT 14 1971 RUSSELL MARINO'-..Dated: 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,exce t as to those items where a greater or lesser amount is set forth in the last column to the right in Schedule "F",ich greater lesser amount represents the sum allowed as a deduction. -1:000 00 200 00 3.200 00 2.166 27 1.033 73 :--:i-000 00 200 00 3.200 00 2.166 27 1,033 73 VALUE AS REPORTED VALUE AS APPRAISED VALUE AS REAPPRAISED $$$-------+-- CLEAR VALUE OF ESTATE 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) Valuation of life estates or FOR USE OF REGISTER ONLY Tax on $::-----=-:::-=-+--=-::- Tax on $--'l=.~.0:::!.3.:::3_+...!..7~3~ Tax on $---------+---Tax on $-+-__ Tax on $-+-__ Exemptions========F== Total Estate I0--_ TOTAL TAX ~ 5% 10% 15% * COMPUTATION OF TAX $-------,---;::-4-- $~6.e!.2---4--!n:L<!1?i:l- $---------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 $t= Add interest at rate of 6%from_____to $---J AMOUNT OF ESTATE TAX ASSESSED $--~----1L- Estate tax paid $--'l- BALANCE DUE $------__~~ Add interest at rate of 6%from t= ------lto-----$-----~. 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 t...No.Admlmstration IN THE Year . MATTER OF THE APPRAISEMENT OF THE ESTATE OF ..L.OU!.S...Z;l\.I<~.N ... Deceased Late of . County of CECIL TOWNSHIP WASHINGTON Commonwealth of Pennsylvania REPORT AND APPRAISAL Fonn RCC-2 DgPAilttMENT OF REVENUE Bt.fBEAU OF COUNTY COLLECTIONS HARRISBURG.PENNA.17127 COMMONWEAL'FH OF PENNSYLVANIA RESIDENT INHERITANCE TAX APPRAISEMENT DATE .?~.~..~~..~E ~.~..?!..~.?.~. COUNTY ..W.~.~..h.i..~.gt...9..n . FILE NO §..~~.7.!..::.9..1.~. Whereas,~.9..v.I~?;.M\~.N.late of C..E.C..IL TWQ.NSHIP .. in the County of ..~~..·~~~.~.!~.~T9..~:Commonwealth of Pennsylvania,having died on the ~.~.t.h day of Ap.r.JJ........................................19 7.1.,seized and possessed of an estate subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania; Therefore,I,P..QHINI9.P~M.A~IA ,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. Description of Asset REALTY: SEE COpy OF DESCRIPTION ATTACHED TO APPRAISEMENT PERSONAL: SEE COpy OF BESCRIPTION ATTACHED TO APPRATSEMENT total Unit Values $ AppraisementMadeforInheritance Tax Purpoaes ~000 00 200 00 3.200 00 form~~:':fhbl:~::rh:,w~~C<'"J~~~:~.~:re~~~~ce=~~;:~::5il~ Appraiser ..·..·..·..·..··..···..··..···..······z;j;,···~·(~~;;b~..·~~~~t1··.. · ·..· · ·..·..· ·..····~·~·······ip~$Offl;·i ,Penna. \vASHINGTN County " RESIDENT INHERITANCE TAX APPRAISEMENT Estate of .J:,.QV.I~~AK~N.. Deceased. Late of ........G~G.J.L':I'W9.J~SHIP Date of Death,4~..7..Q~.Tl.. Appraisemel!t Docket Vol.38,. Page,ZQ.4~5 No §..3.~..71..~.Q.l.5 . Filed in Register's OfjiceJ .OC.t.•..14 19 71 Amount of tax due,Vi···········.··········.·..·.··················. DEPARTMENT OF REVENUE Received, Examined and Approved,. Wrote abo.ut A ppra.isement, Appeal f,.om Appraisement,.. Entered and charged,.d d . .... NO.8 RECEIVED SIXTY TWO and 02 STEPHEN ZAKEN...INF. From:GEORGE DRAK representing Pennsylvania Inheritance or Estate Tax due from the following estate: Address~2t2l·J«m1~-CClEEmMlum:;m[JiEl'__~ File No.63..71-915 Date of Deathl_....:::4~-=...II!.oIl..=....L..Io-.., Date of Payment _---=O~e~t~o~b!.!!e~r_·....!!1~9~·:...-...:!1~9~'....:!!1L_____l Name of Decedent _...l!!L!!!:O~.A.!!~.!:!:5~~!.._...., Cou nty ---!!.£.!.!:!:.!..I.doU.!!!A..:!!!"l!....-~ Remarks: 2%Tax on $_ 6%Tax on $1,033.73 15%Tax on $,_ %Tax on $_ Estate Tax,Act of May 7,1927 TOTAL TAX CREDIT Less five percentum of tax if paid within three months after date of death Plus interest at the rate of __%from _ to _ $ $62.02 $ $l$ $62.4 $---------1IiI1 $,---------ll!Il $,==62:!!:::!·.~O~2===IMlrJ~~[p [L ~@mlr rn 5 E A L TOTAL AM~Le.e.ID NOTE:This Triplicate R~ceipt to be retained for3tt:'2'a:!(~."{I ()--'-'n .'. .Received by~'~~'il.~II a.}t...A.../~ NOTE:In accepting the transfer inheritance tax on future estates,prior to the death of the lire "\I (.Signature~.UlJ' tenant or tenant for years,as evidenced by this receipt,it is understood that the Commonwealth s~all ) .-r-:--l I '/){j not be precluded or prevented from hereafter assessing additional inheritance tax ot the death of the._.'~..tl.)...()./.~J:'d L"'f <-"LX. life tenant or tenant for years whenever it appears that such additional tax may be legolly due and V'·\(T'tP) collectiblefor any reason whatsoever._I 'C7