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Home My WebLink AboutOC1971-1202 - ESTATE OF KEPICHt.,3-7 /-/'?-cJ y l\ffillantt ®f.i£xrrutnr (@r l\llmtut5tratnr I ~latl'of Jl'uu5yluauht l QIouuty of lIa5qiuglou S 55: Personally before me,the undersigned authority,a ..Not.ar.¥P.ublic.in and for said County and State,appeared who,being duly sworn according to law,deposes and says that he is the lIiixecK~lli~li:ixiKtl:m:oxof the es- tate of HEJ,,;J;;N KE.P.I.CH deceased,that the foregoing schedules constitute a complete inventory and appraisement of the real and personal estate of , 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 n~.ed ~X~RWID4W.legatee. Sworn a;';'subscribed before me this 9.th }I ) _~ sday osep.tem.ber,~~~.l~.:./),..,e~G')f--xeCii~~ 'Ii .'PUblli~~·~...Legatee a,ashlRgton County P My Commission Expire;a.ADDITIONAL INSTRUCTIONS Jan.29,19731.An inventory must be filed within three months after appointment of personal representative. 2.A supplemental inventory must be filed within thirty days of discovery of additional assets. 3.1 Original and 2 Copies and 2 RCRI-34,Under $10,000;1 Original and 2 Copies and 2 RCRI-33, Over $10,000,including Copy of Will;1 Original and 3 Copies and 2 RCRI-33,Over $50,000,in- cluding Copy of Will and copy of Federal Estate Tax Return. REFERENCE FOR ADDITIONAL COPY Act of 1947 P.L.513 Sec.5.2,72 P.S.4844.2 3/uUl'ulory aM .Apprai51'ml'ul of the goods and chattels,rights and credits which were of HE.LEN...KEPIC ./ate of the..B.orough of...Donora . Washington County,Po.,taken and made in conformity with the above affidavit. J REAL ESTATE None PERSONAL PROPERTY DOLLARS CENTS Mellon National Bank &Trust company, Donora,Penna.,Savings account No.65-23275 in the name of Mrs.Helen Kepic,in trust for George Kepic, legatee son 2,891 10 "..' ..".l.. ••0••• ;.~~O,,. ."".,.'. .0 0 T ",2,89110 .2;2 1 9 .1 0 - 672.005 672.00 1 .00 T 1;7 4 9.0 0 65.00 180.00 60.00 15.00 16.00 3.00 3.00 10.60 60.00 50.00 150 6.00 2.219.105 2.21910T J)i-J) 'i ..:. "", :'",' .....• ,:.-,.T .... a /k(a MARGARET KEPleR;' .'~. _.,'- ...<.: .~...'-' .'." ", .,:. ,~'. .:;. "-'.. ., .' .--c.' :,'~-. ..,•.'it .._., t.,"<~- .".":',- .:, "-'['. .".-. ".. ';'.. '1£;.'.~.. .'..~,-- , I. I.· '..' ..:".--', '.<~.-.-.. held for her son,.John..Kepich,and which.has .been accollnted.'for in proceedings filed,·in this Court on December 6,1971,at -.0.·,.:,...:•.•'_"'--'..'_ Daughter .Son'" Son .Daugh"ter Relationship ..Address Jamestown,New York, Donora,Pe~nsyivania DonOra,Pennsylvania are: :-''':'' ··'f r-O'.- Name" .'•.·'';5 ·.;.The,~ame~and relationship of those interested in this "(.-".~ ".. ·,:,:.:~r·~~~J'''·:··'.;'-:'_'..:.',.:.' .Geci'rge Kepich ..... ····:I:~t:i{.·gr-i~t~t;:'.::.' .'.'.,,':;-,,:,{.'',~-.-'-.,Georg~;K~~'f~h~I.·',.Jam«:~~~wr;":lNew Yo'rk '"~'"t,-..:,~'::'~~:_~:.:'~:;.(;~·~~:V·_>~>••;,~-:{,~.~.:••':';'~__'".;/!~~..>,'.~~.'.•'.•~,'••~.:.~•.-<"...._~,'~.~_.·.4.'~~...i.'-~~~--i':{:.".;'ct.' .'-,, •,>-';;;~",,_~q'-~-!1~::!·,-.',~----W('..In'her,;Will;:at copy of which is hereto attached,the decedent.<.:..~t :.,:~1':'-',',_~"'~';.-',:~-'-;:·"·~~l~.J>':~_to'l"....~~"._-f '~-:-r-,""~r"'-~,-or,_,"-':''~'~~--~'':b~q~e~'~'hed'tohe~.s'bn·;;JG~:O·;g·e ,Kepish;~'Yert'~iJ:p'bs tal sa~ings '.'i>-:-'><'"~"..:.';,:<..~'~'~;'<'::",.'-'.~:.}J.4.)"",_,....~,i .,,:.J ·~,o.i."j't.v....__~·~4'.i t;;;;' >·accolln'6,wl1fch·'ihas.been accounted as hereinabove set forth "andthe"re~~ik~'~~';0~h;~'~!~:~1i~{;wais;':;}J~u~~Jb:dqoL~~~/petitiOner, "'~~_'1'0"-.~-,~-..,-,' Margaie~F;K~pich;,a/kla'Margaret Kepich. ..~\~,::;",:'.",'.,:~~'.'.'-"-".'-"'-.: .-,':' '.::" '.'..- ,, '. '~' ,',' I,', i .:'--~.-'""'._- '.:-',. ,~,'-,..';" ,,. .'<. .....-~- -.:..~".: '(- .',:'" ,'!;c',',"- 2. .~'"',t':.'S~:Vingsa~6ount;.Mel1onNationaL:Bank and.Trust Company;which ,..,was.'held,i'n:;(EGs·C,for'George~K~'pichand'accountedAor ,in,.pi:oteedirigs:·~'b;6ve<mentioned,:who paid'the funeral bills 'and .a R;Oth'er;:.deh'ts}ro;£,t:hedec'i~dent 'and'also paid the Inheritance Tax;;rishd,"ac:'c;;TIiit;;valued'~t$2;891.10 . ,',,'..:-,<t~~,:;:'~·~~~rtr>\:~:,.';,._;',··,~,~/,:.;~~.~.;~:.::)':';'i~<~::~""'.\".',..,:,:'0.....::__''''~':_",,',)",'","_,,' Proceeds of;''a,l'ife in'surance policy,;originally issued by another '. ,cc'cimp'al(y.';c.~At'·,>~..t.i?,~~:~i~~nily 't~kell oy:r .by,.C6~t~nental As,surance' .Compa,ny;of;;,;.New-"York under.assumpt l.oncert1.hcateW 840735;, .value'?Offsa:ia'certificate is'$1,271.22 ,plus ,interest'from ".-,·_·".;r..,':~-'-!'--""'~'<';:'~.':'"_"_,:,-~':";"';'',.'.Septein]j_er~1';:'197T~,;;,'..,.....'--'.--,.."". ",.. ,;.'. .-} -,.., .~'::..;'.......;," .....~: .'"f i '..'-, ~,. "'. '.',,, ,,<Petitioiier ,....~,for "Inheritance claifuantsof 'J ..' '.J . ,';',". , assetsariddeduttions .'...-' ".'"1"1,, .:'·;;.:~JS;'-'-". ,- ",' -,.;-", "' ",?..' c. ")~- ..,:,' in -".-:-, autJl0~~ty,'appeared i .;'., sworn, "., ""~"'.'.-....',. and correct. ....,: ',' .'..,,::,'". ';.';. I.,. .... .',,::.,.':'.' ,.''.. .:,'.,. .:', ..-.. ..-', ".·'.•i "......,-~.'. -'e ., '..~',..; ,.'.~.,"'.:.--:;..~- '.;."-" ::...•.'··'F~. "':'- --,,';'" ;>."•.'. ,-".-'i":~,,-, '.~, ,'.<'~"..':.......,"" :~<~.,' ,~."':':'.:.~.. " ~{*:~;:,.'-".,' Ii';,r<··,·i,··" '';'. ", ,;;. :,'. .';', ',,': '.'i;, >;.." .,'-::..',·t·;· .....: "....."','..~-, ,-.' :,-,::' ".'. ~.- ,'/. '.,~. ,.t"r:,'.. ~':,,/ ..,..- ,••>.' OFFICE OF THE 'REGISTER OF WILLS .---------------------------------------~-_.~~-----~----- Form No.II:CC·62 (6.70)THIS FOaM REQUIRED IN ALL ESTATES WITH GROSS ASSETS UNDER '10,000,UNDER SECTION 701 OF ACT OF JUNE UI,1'.1,jEFll'Ec1'IVE JANUARY I,1982.(PILE IN DUPUCAT£WITH COPY OF WILL ATTACHED) ,.t,3-?/-/,;;lt:J P/ ,~."~ County of ,WASHINGTON"""""". ,,,.,.,,,,,.GEP.EGE,.KEEle,,.',,....,,,,,,.,.,,"of "".J.QUl~StOWJl4',!ll~w ,York,,,,,..,.,,.',,,.. (Name)(Addreu). being duly ,...,....~l;'_WQl:n..~~.~....".,.~"..ccording ro law,deposes and sa)'s tlult he is the~.."."",J.~g.a:te.~""""""~~.~",,..,,__~.~__C~xc:c.,Adm.•~~,Etc,) of the estate oL.J.l.E);.~E~LJ~E.:e;J;s;:.ij""".".~~,,~.~~~~~~~~,,whose last residence was...~lLlle.s.le.p"AVen(S ue..__. (No.)treet) ..nonara.."""~~.~."."".__"".~",,..deceased.and that the whole of the estate of said decedent,who died S.ep,t.Ac..7...__.l9.7.l (City,Borough or Township)(Datt). 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 NONE .J ~,' .. ~. ~> Personal Property Mellon National Bank &Trust Company •Donora.Penna•• Savinas Account No.65-23275 in the name of Mrs.Helen Kepich. in rrll!';i-for C:AoraA KAni"k 1 ....son 1\1/$2891.10 ;;t;;/. . 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 institution or mortgage holder and indicate clearly amounts of principal and interest in the decedent'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.' --_._-~------------,----------------------------------------- Jointly Held Property Estimated Value.,... NONE '\., ..- - - 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 - 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 r::",,,,.,.,,,,Kpni,-. .T",mf>stown New York Son Yes Total estate " ----------------------.------- RESIDEN.T DECF;DENT DEBTS AND DEQUCTIONS CLAIMED NOTE'List first five items in the spaces so provided observe notations thereon and instructions.,,, DEBT OR CLAIM NATURE OF SAME AMOUNT THIS COLUMNJ<EGISTER ONLY Funeral expenses paid ,, Family exemption (will not be allowed unless decedent died residing with a spouse or children.) Administration'Expenses· Counsel fees· Fiduciary commission· OTHER DEBTS AND CLAIMS (0)See Note below ~ I I /~t!;l/ Total Note:The estate agrees to advise the Register of Wills if the amount actually paid in settlement of any fee,commission or debt is greater or less than the estimated amount claimed and allowed.9J Subscribed and sworn to before me this.... . . . ... . . . ... . . ... .. .r~~'c~~~~i~;i ". .~~~~t,9Y!~,..N<=w..XO;J;'k . (City or Town and State) .................................................. (Street Number) Jan.29,1973 Havmg been duly swoln accolding to law,I do hereby cer;.\fy that the above appraisement is made In conformity With law on this ........~dayof ,()~/-,19.7/J () .........~~.~....tf?:;;;::~ ....9.th.!day of .$~Pt,,,19.7.:1, .....y:(~>7~..11nuv.~. •STEPHANA NONACK,Notary Publl. Donora,Wash~ngton Caunt)',Pa. My Commission Expires In the event that any future interest in this estate is transferred in possession 01'enjoyment to collateral heirs of the decedent after the expiration of any estate for life or for years,.the Commonwealth hel'eby expressly reserves the right to appraise and assess transfer"inheri- tance taxes at the lawful collateral rate on any such future interest. .................,......~............................ .Register of Wills,.. REPORT OF TH~R,EGIST R OF WILLS I,the undersigned duly eJected Register of Wills in and for ..l...I.../.6............County,Pennsylvania,do respectfully report that I have allowed debts and deductions in the amounts claimed by depone except as to those items where a greater or lesser amount is set fortI)in the last column to the right in said schedule above,which greater or sser amount represents the sum allowed as a deduction. OEC 10 1971 RUSSElL"MAr.lNODated:,__.....•._. ". ..; , '.!- Form No.RCC·62 (6.70) WillAdministration \No Year . IN THE MATTER OF THE APPRAISEMENT OF THE ESTATE OF . ,BELEN.KEPIC ,. Deceased Late of ..J:hEi!.~Q:j:'~qgP..Qt..OOAQr.a... County of .Y?~~h:i,~9.~9g , , . Commonwealth of Pennsylvania o. REPORT AND APPRAISAL , oct< {Ii ·P'd'·,. OJ /""/""77/·'v..·''(!liSp-.,l oJ /,.:lCi ""•'IiOi/fl.'.'}..i LS/J],! "j./~..I,S~..,\) -"1';7 "'.1 (Ii."9 ]) "'JO I!J '.,'I1........ " AND AGENT OF THE COMMONWIALTH Form RC C·lO •OFF-tCE OF THE REGISTER OF WILLS OF WASHINGTON COUNTY {",3-'7J -/?-6 >A STATEMENT OF DEBTS AND DEDUCTIONS DEDUCTIONS ALLO.;;{\02- THE SUM OF $ . DA.T"""""'_VED '~..'tP ~\~JJ l{.{~ ESTATE OF HELEN KEPIeH LATE OF Borough of Donora Sept 7 1971DATEOFFILINGAPPRAISEMENTDATS:OF'DEATH ., DATI!:NO.OF NAME OF PAyEE REMARKS AMOUNTVOUCHS'iIIl Paul Macik Funeral Home Funeral bill 749 00 IM~~_M'~h~o'n,,_',,'n ",,,no .~,~~_••,~o t;~nn I "',,~~__, ,unbho~n ,on nn 1--,....,]:b'~n---"--".,"',,,rn nn..~~ In_U T T~,,'n ]:b'~n ~o ~"~.",,,,,e nn Iv.._..._M_~"~ent Comnanv Letterin~~~--_l'~r 1 h nn l'1'ho U~11",,,T ,~on+-Death notice 3 00 I,._"'o,~n"""',,h'n~('~no~+-~n~""~o <nn T_"_'_"',~r.m_""~~,.,.....'"1 n "n "''''~,'~,U~~~'+-~'R~1 "~o ~~'''',1 h'"hn nn IR~_n~~nrl R"rn"Ar.r.nrn",,,I"f'",,,,,,~n nn- -.•,___~T~~~_"~Tn+-~-"n,,""'_,en D,,~~~"M~_'n~Tn"<.,,~~<.nn h nn - .'.'~ 2,219 10 COMMONWEALTH OF PENNSYLVANIA COUNTY OF WASHINGTON I.George }.., Kepic INHERITANCE TAX PURPOSES. ')r SWORN IND SUBSCRleED REF.: S EPHANA NONACK.Nolary Public Donora,Washington County,Pa. My Commission Expires Jan.29,1973 (L.5.) ~','-1 ,c..:.:, -- • ,'.' .,'..' , RCC-81 (6-71) COMMONWEALHI OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS HARRISBURG 17127 NOTICE OF FILING OF APPRAISEMENT GEORGE KEPIC -LEGATEE IN YOUR REPLY PLEASE REFER TO Inheritance Tax Division j In Re:Estate 01 --'HE.::::::::T=EN"'--.:KE=Pc:I:.:C"'H'----_ _---'WAS=.::HIN=G"'T.::::ON"----__County -Fi Ie No.63-71-1202 Dear Mr.Kepic, You are hereby natiIi ed that the __o",ro.:J.",·g"'in=a::1=---_ appra iseme ntin the estate al-:-:_::-<HEu:..LTE"""'N_KE=.Pt:.T...CLlHl-,----_-.:;=CITi:v;n""',--_ has been liled in the office 01 the Register 01 Wills 01 WASHINJTON County on December 10 ,19--.11,Said appraisement rellects the lollowing valuations: ReaI Estate --=--=:::--:;-;:,-----_ PersonaI Property__-=2"-,.=S-'-91=.1=-O=---_ Translers ,-----_ J ointl y Owned -::--:-:::::-::-:::_ Toto I ----"2c.L,S><-9"'1'-'-,"'10"'-_ As to such tax that is paid within three months Iram date 01 death,a live (5%) percent discount is allowable.As to any tax that remains unpaid after nine (9)months (filteen months when death occurred Iram December 22,1965 to June 16,1971,inclusive; and twelve months when death occurred prior to December 22,1965)Irom date 01 death, interest at the rate 01 six (6%)percent per annum is charged. Any party in interest who is aggrieved by on appraisement may appeal therelrom as provided by law. Date _---'--D-'-e-'-ce.:..:mh=e.:..:r--=-1_0-'-,_1-'-97-'-1 _ DATE OF DEATH:September 7,1971 Nate:This is not a bill. Signed __F_RAN__C_ES_LEO _ Title CHIEF APPRAISER COMMONWEALTH OF PENNSYLVANIA TRANSFER INHERITANCE TAX RESIDENT DECEDENT SlJMMARY ~. Estate of KEPlCH (Last Name) HELEN (First Name) DATE OF DEATH 9-7-71 (Initial) REPORT OF INHERITANCE TAX APPRAISER FILE NO.63-71-1202 Dated:_--I.D",e"c:.temmuh",e::Jr==-.'wOoL•..-'.L9::;.7+.L'_ I,the undersigned duly appointed Inheritance Tax Appraiser in and for the County Of __WIi.llA"SllHILU\N"'Gu'T'..I.O"'NL-_ 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". ~~~pfRAISER P-0~. 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",Which geea or lesser amount represents the sum allowed as a deduction• Dated:.DEC 1 0 1971 RUSSELL MAf,INO " 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 VALUE AS REPORTED VALUE AS APPRAISED $$ VALUE AS REAPPRAISED $-------+-- Valuation of tife estates or annuities......... . . . .......$~ ESTATE TAX ASSESSMENTS $---' FOR USE OF REGISTER ONLY Tax on $....,.,.,.,.,_+-,,""_2% Tax on $bTL UO ~ Tax on $5% Tax on $10% Tax on $15% Exemptions • Total Estate ----'__ TOTAL TAX COMPUTATION OF TAX $ $.!II••~()+I.,,2&....')- $------+-- $-------+--- $------+-- $-------'--- (*)As evidenced by Charitable Exemption Certificates issued by the Secretary of Revenue. Less tax previously paid BALANCE Less 5%of tax if paid within 3 months after death BALANCE OF INHERITANCE TAX DUE $$C.Add interest at rate of 6%from_____to _ AMOUNT OF ESTATE TAX ASSESSED $;L- Estate tax paid $;l-- BALANCE DUE $L Add interest at rate of 6%from t= ------1to----$----- TOTAL TAX BALANCE $ -_ PAID $_ FOR USE OF REGISTER ONLY A.DJUSTMENTS NOTE:Where subsequent adjustments are made to the above computation of tax by the Register of Wills,for proper reason, same should be noted below,with short explanation. Will Administration (No.Year .. " IN THE MATTER OF THE APPRAISEMENT OF THE ESTATE OF HELEN KEPICH Deceased Late of ....OONOM. County of.WMHINO:rQN Commonwealth of Pennsylvania REPORT AND APPRAISAL ..If > Ponn HCC-2 •D'PAP.~T OF REVENUE,. JBUREAU OF COUNTY COLLECTIONS HARRISBURG.PENNA.J7 J 27 COMMONWEALTH OF PENNSYLVANIA... RESIDENT INHERITANCE TAX APPRAISEMENT DATE ....J).ec..eiDber.lO'~..l97l..... COUNTY WAS,HI!'G.TQN . FILE NO.q2.~7.:I,~J2Q?.._.. Whereas..!:$mNJ~l:'I.CH..........................late of DONOEA in the County of WASHINGTON Commonwealth of Pennsylvania.having died on the......6.eYenth.......day of .sept.ember 19-71.•seized and possessed of an estate subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania; Therefore,I,f.EANC~L.w.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. Unit AppraisementDescriptionofAssetValuesMadeforInherItance Tax Purposes $ PERSONAL: SEE COPY ATTACHED TO APPRAISEL ?a01 ", .. . ...................w~)...........................Penna. .WAt>J::lJ:UQ'l'9l'!Coullty RESIDENT INHERITANCE TAX APPRAISEMENT Estate of ·l:IEI..J?NKl!'.J'J:C:H .... Deceased. Late af roNoM Date of Death,.9-:::7-:::7"J,y;. Appraiselllel!t Docket Vol.,......3 PageP(.,1CZ:/No.6}",7J.",J2QZ Filed in Register's Office,.P!l.~",10 Amount of tax due,$ . 19.n DEPARTMENT OF REVENUE Received, Examined·and Approved,'.. Wrote abo.ut Appraisement, Appeal f~om Appraisement,.... Entered and charged,....... " .' .~ .' ,