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HomeMy WebLinkAboutOC1968-1248 - ESTATE OF TENGIForm No. Il.CC-62 d2-66) THIS FORM REQUIRED IN ALL ESTATES WITH GROSS ASSETS UNDER $10,000, UNDER SE;CTION 701 OF ACT OF JUNE 16, 1961, / EFFECTIVE .JAlio'UARY 1, 1962. (FILE IN DUPUCATE WITH COPY OF WILL ATTACHED) ·\/" . ..... " OFFICE OF THE REGISTER OF WILLS . County of .... :WA$~G':r9N ...... · . . . . . . . . . . . . . . . -R~~~:q;.'';I'.~:q.g~ ... · ................... of ~~Q -~~ti:r. $t, '· ].}c;>p.,cp;a,. ~~~sslv~AiP.. . . . . . . \ ) \ (Name) (Address) b · dul s·worn d' 1 d d h .d. • -.hz a h · emg y ___________________ ; ___________________ .accor mg to aw, eposes an says t aLooue 1s ______ n._ .e.;u: ________________________________________ _ (Exec., Adm., Legatee, Etc.) of the estate c:f _____ M~EY __ ];~E:&~-------------------------------whose last residence was ___ 1:._~.Q---~~lli ___ §t_;-:~~L-------------------------<No.) ·(Street) .. J~~~C?-~~J..--~~~~Y!~~~~~:~ __ .deceased, and that the whole of the estate o: said decedent, who died --~~E~!_:_?_~, __ _!2_~_7_ (Cicy, Bonugh or Township) (Date) consisted of: REAL PROPERTY REAL PROPERTY lN PENNSYLVANIA, WITH STATEMENT OF MORTGAGE ENCUMBRAN<i:ES UPON EACH PAR:EL AT DEATH OF DECEDENT. WHERE PROPERTT HELD AS JOINT TENANT OR TENANCY BY ENTIRETIES, GIVE NAMES, ADDRESSES A:tCJD RElATIONSHIP OF OTHER OWNERS. Rea!" Estate Estimated Value All that ce.rtain parcel of. land situate. in the Horough of Donora, Washing:ton Countv. Pennsvlvania. beinl! a part of Lot No. 6. in. Block No. 25 of the Union Improvement Com.panv1s Plan of Lots of said Boroul!h. con:.reved. by Andy Erde1yi and Anna Erdelyi, his wife, to John. Tengi and. Mary Te.ngi, his. wife, as: shown. by deed dated October 6; 1920, and. of r·e.c:ord in. the Re- corder's Office of Washington County, Pennsylvania, in Deed .Book Volume 4BT Page 346. The s·aid John T'engi died on. Fe·bruary 18, 19.59, and by operation of law title to said parcel af iand became-vested in Mary Tengi. The said Mary· Tengi die'd Se.ptember 22, 196.7'. 7., ooo. 00 /2:. j ~1_-u-d._ -~ /ill (J r: Q~AA-!C>J-· ,. I .. ;J.I'fw_., ~U ..-?" .U ~ -'- Personal Property J" I I None ' ?_ ./ - -.. - : l .. -.. I '· --.. .. .. --"----~ - .. --I . - ' ~ ... .:. . " - ' NOTE: You may expedite the processing of this return by filing with it, and as a part of the return, \ letters from financi!ll 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 3.nd the exact name or names in which the account is il'egistered. ;j, Jointly Held Property Non.e t.,. • -' t Transfers within TWO YEARS Prior to Death None. .. '-' .. . -• I. .• :.r • < .•! ,. .. ~.. .... Estimated Value . ::·•"' ., That at the time of death there was no safe d~ppsit 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 HOL_D~~S TO DECEDENT · .... ~ ~-_ ...... ~---........ .....--..-'\ -:~ ..... ___ ....-.,.. ...... ,., . ~ . . ~. .. ' . .:., ... None .. 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· Marv D. Tengi Dau!!hte'r Yes 1/3 TntP-rP-st 11821 Detroit Avenue Lakewood, Ohio 44.107' - John F. -Tengee Son Yes 1/3 Interest ·18.85 Shore Drive South . \, . . ·' ~ ~~ •f'l. :· :: ~-·~ ... ~~--...... -. . . Apt. 330 St. Peter·sburg~ Florida 33707' Helen Tengi Daughter Yes 1/3 Interest 410 Sixth Street Donora, Pa:. 15.033 ; :1 :1 ; . . ~:,.ESIDENT DECEDENT DEBTS AND DEDUCTIONS CLAIMED \ NOTE· List first five items in the spaces so provided observe notations thereon and instruct.ions ' ' DEBT OR CLAIM NATURE OF SAME AMOUNT THIS COLUMN ~EGISTER ONLY Macik Funeral Home Funeral expenses paid $ 1. 736 00 $ Helen. Tengi {Daughter) Family exemption (will not be allowed unless decedent died residing with a spouse or children.) 1,000 00 Administration Expenses • G.eo. o. Frazier, Attorney Counsel fees • 100 00 Fiduciary commissiOl * OTHER DEBTS AND CLAIMS ( •) See Note below Date Paid 9/27/67' Helen Susky Practi.cal Nursix:g Services 468 47 9/27/67' Central Pharmacy Medicines.&: Dr1:.gs 3,6 00 10/l2)6T John t s: Flowe·r Shop Funeral Home -·.Outside door flowers: 52: 50 10/2.5/67 Bell Telephone Co. Long distance calls due to de.c..th 15 00 ~ 10/25/6.7 Msgr. Kushner&: St. Dominic Church S~e.rvi.ces: {FUn.erai) 85. 00 v 10/25/67 Dr. Dimitri M.Petr ) Service.s: 48. 00 i/ 9./68" .Bianchi Monuments Monument. and Ma.rker 730 00 8/ /68 W e·st Penn: Power .r .oaJ.an.ce du~ 1nsta,urnen~ pur~,;.J.a.oc QQ !21'1 .. ~-,. -·-· ·~ ¥.olo 9J Total .,.A., ~.r:n lt.T 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 t,han t;he_ estimated amount claimed and allowed . . I' .Subscribed and sworn to'before me this ..................... . ~ ~ ' .. . . . 9 .......... : .. ·.·-•• ,of .... A.ug"'·~t .......... , ,.~.s. · _ -/ :& .. c.!J..~ .. I':f~~~·!X .. ~?lic ~·!rlngton County, Pennsy1vama My. Co_n:un1ss~ori Expires·: Feb. 10, 196.9 •••• 0 0 ••••••••••••••••• 0 •••••••••• 0 ••••••••••• 0 0 •• (Street Number) Donora, Pennsylvania 15033 ........... _ ..... ···~······~J-'!···· ............ ········ (City or Town and State) Having been duly ~~;:.~_r~c)9'rding to law, I d_o ~_;yeby ce,W_!r that_)he above appraisement is zad in conformity with law on this ................ t:?!.': ... ~ ..... day of ... y>.-f'-y~~~ ................... , :. . /) ~~ ........ '£ ................ ~ ... ~, .. , ... . . raiser In the event that any future interest in this estate is transfened in possession or enjoyment to collate eirs of the decedent afte1· 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. WilLS/ I, the undersigned duly elected Register of Wills in· and for . . . ~. County, Pennsylvania, do respet:tfully report that I have allowed debts and deductions in the amo ts claimed by deponent, t ~~J: those items where a greater or lesser amount is set for~h in th last column to the right in said schedule above, which ;greater or sse ~rn{'!~e su~~::.;uction. Dated:.. . .· ........... ~ .. ~/.ft:;;/., ...... !. ............................................ . Register of Wills .• .. ,. ·' ' .. Fonn No. RCC-62 (12-66) Will Administration. \N.o: • ,, ' I Year ..... - I~ THE; MATTER OF THE APP~AISEMENT OF THE < -ESTATE OF, . I MARY' TENGI, ••••••••••••• , •••••••••••• "! ••••••••••••• · · Deceased; -Late of Donora; Pennsylvania · ..... •,• ................... ·.· ....... . :· ' I County of .. ~~ ~hington · ••• 0 ........................... : ••• Commonwealth of Pennsylvania REPORT AND APPRAISAL ;::l:J P'l ::-J G)'": ·: -"./)• /, St.l';. / fT"~) :::c r-I o~ ~~ r=:::.; ro (/) ·-. ·, c; 1 ........ -:n 1-1 -o :..,..,. C1 ~ ,_, ·-· .. f\J. \.0 ~-i ! -- i m 0 GEO•) 0. FRAZIER Attorney at Law Donora, Pa. 15.03.3. . --.....; , .. ·f -+ r. '., \\ .:; ,-, r· __ __, __ '' n ' • ~~_ .... -;-(• ,.. 1 ' ' \ . , .t -<' .... ·. /' ~ .: '·. -1 I. ' . . ) <:. . >' t> '~. • A \. ''t II f If 1 t, f \I~\ '\l \ -~ .. -. i .. · . .. ~ ' I • r ... • : \ • ;.· l -/ ~ t / I ., L~_. •·. RCC-81 (2-64) COMMONWEALTH OF PENNSY.L VAN I.A' DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS INHERITANCE lAX DIVISION NOTICE OF FILING OF APPRAISEMENT· HELW TENGI Informant IN YOUR REPLY PLEA8E REFER TO 37-148-3 In Re: Estate of ____ ___:t·=1A:::R:..=Y:......:.T=E~:::.'~G::I=---------- ______ W;_A:.:..S.:.:;H:;;;ll;_~G::..:T:...:O:..:.N;__ ____ County·-File No. 63-68-J 2~8 Dear Miss Tengi: You are hereoy notified that the original appraisement in the estate of Mary Tengi has been filed in the office of the Register of Wills qf Washington County on September 24 , 1968. Saic appraisement reflects the following valuations: Real Estate __ ~----------~~o~o~o~o~o ____ _ Personal Property __________________ __ Transfers ______________ ~~~~~---- Total --------------~~-~~.Lo~o~o~·~o~o~·---- As to such ~ax that is paid wittin three mon\hs.from date of death, a five (5%) percent discount is allowable. As to any 1!ax that remains unpaid after one year froni date cf death, interest at the·rate of six (6%) percent per annum is charged. Any party in interest who is ag~rieved by an appraisement may appeal therefrom as provided by law. Date ___ ~S~e~p~t:...:em~b~e~r~24~·~1~9~6~8 __ _ Signe~~ ~ {2 4fr Title W.R. CHANE~-~PRAISER DATE OF DEATH: September 22, 1967 Note: This is not a bill. / RCC·39 (6·67) COMMONWEALTH OF PENNSYLVANIA iRAN SF E R INHERITANCE TAX RESIDENT DECEDENT TENGI, MARY FILE # 63-p8-1248 September 22, 1967 SUMMARY FILE # 63-68-1248 TtEPOilT OF INHERITANCE TAX APPRAISER I~ the unrlersigned rtuly appointed Inheritance Tax Appraiser in and for the County of # 63 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". 09-22-67 -!// APPRAI~ 09-21i-68 Dated: REPORT OF THE REGISTER OF WILLS I, the undersigned duly elected Register of Wills in and for \vash]ngton County, Pennsylvania, do respectfully report that I have allowed deductions in the amounts claimed by deponent, except as to those i terns where a greater o-r lesser amount is set forth in the last colwm to the right in Schedule "F", which greater or lesser a~ount represents the sum allowed as a deduction. (2 ( Dated: 09-24-68 J--:~ ~ REGISTtR OF WILLS INVENTORY VALUE AS REPORTED VALUE AS APPRAISED VALUE AS REAPPRAISED Reai Prqperty (Schedule A) Personal Property (Schedule B) Transfers (Schedule C) Joint-Held Property (Schedule E) $ 7,000.00 ·-$ 7,000.00 $ _____ _ TOTAL GROSS ASSETS LE~~ Debts and Deductions (SCHEDULE F) CLEA~ VALUE OF ESTATE Valuation of life estates or annuities E$TATE TAX ASSESSMENTS fOR USE OF REGISTER ONLY 7,000.00 4,070.97 ·- 2, 929.03 ~------ COMPUTATION OF TAX T~x on $______________ ~% $ _________ __ Tax on $ .~10<1-t Tax on !1: 2, 929. 03 . 2, o $_~58_.;...:;5;__8 __ Tax on $ ·--, % $ _____ ___,. Exemptions := (:::) Total Estate ________ _ TOTAL TAX Less tax previously paid BALANCE Less 5% of tax if paid within $ ____ _ *=====·-$ _______ _ 3 months after death *~============== 3,\LANCE OF INHERITANCE TAX DUE Add interest at rate of H% from to -------AMOUNT OF ESTATE TAX ASSESSED $ _____ _ Estate tax paid BALANCE DUE Add interest at rate of 6% from to ----------- FOR USE OF REGISTER ONLY "' ~'-------- TOTAL TAX BALANCE PAID ADJUSTMENTS 7,ooo.oo·- 4, (J'{O. 97:- 2, 92!}.03._ =====·- As ev:.denced by Charitable Exemption Certificates issued by the Secretary of Revenue. $ _____________ __ $ _____ _ $ ______ _ $ ______ _ $ ______ _ $ NOTE: Where subsequent adjustments are made to the above coaputation 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 MARY TENGI Deceased Late of DONOH.A .......... ··········-· ·····················---········-··· County of ................ _\'i@l:f.W.G'I'ON ..... . Commonwealth of ,Pennsylvania REPORT AND APPRAISAL ~ •. J ·-~ r Fonn RCC-2-RI ~: ( J ..... .~. ;.: 'if i' 'DEPARTMENT OF REVENUE COMMONWEALTH OF PENNSYLVANIA RESIDENT INHERITANCE TAX APPRAISEMENT DATE ............... $.§.Pt..e..m'Q.§.:r. ..... ?..4..~ ....... !9.~.?. ........... . .. . I' \ ' BUREAU OF COUNTY COLLECTIONS HARRISBURG, PENNA. COUNTY ................ :W~.§.h:j,n_gt.Q!l... .................................... . FILE NO. · ............. 2.?..::::.~.?.::::~.?.4.~---·············-·····: ................... . Whereas, ...................................... ~.:r.Y ... T.~nii ............................................................................ late of ................................ D.on.c:r.a ....................................................... .. in the County of . . .. ... W~~h:iAg~Q.!-1 ...................................................................... Common\\>ealth of Pennsy'Ivania, having died on .......... ........ ...... . ...... .. the ........................................... ?~ ....... .nd .............................. day of ................... S..e.p,t.~mb..~.r. ............................ 19. .. 67 ... , seized and possessed of an estate subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania; Therefore, I, : w.R. Chaney: · "':"'''"''''"'"''''""'''""''"'"""""""""""" ................................................................... , an appraiser duly appointed according to law, having been designated to make a fair and conscionable appraisement of the said estate, and to assess and fix the cash value of all annuities and life estates growing out of said estate, hereby file the following appraisement: . In the event that any future Interest In this estate is transferred In possession or enjoyment to collateral heirs of the decedent after the expiration of any estate for life or for years, the Commonwealth hereby expressly reserves the right to a~ralse and assess transfer inheritance taxes at the lawful collateral rate on any such future interest. " 'Jnit Appraisement Description of Aaset Made for Inheritance \t.alues Tax Purpo1es 1$ . REALTY: -' ' I A~n ner annraisement filed ?.000 00 . PERSONALTY: ,, I ' NONE . . NONE ' l TRANSFERS: -• I NONE j NONE I JT. HELD: • r NONE " NONE . v ~ ' Total ; ?.000 00 ' I .1 ~ I ,. .. . form~~·!::fhb~~ ::1fh~w<>rn~~~~· ~:; o~~#~:Zr~··;;;z=~?il -~--·····································-;:z ..................... -....................................................... ' ~~d StrPet) ... . ........ .. ................. . .,. ... ·~ ..................... · .............................. , Penna. (Post Offlee) ' I <' ..... W.:M.f:I~.~'l:'9.~ ......... : ..................... Cowzty ,) ,, '~-~ESIDENT INHERITANCE TAX APPRAISEMENT Estate of MARY TENGI Deceased. ~ Late of ~ DONORA Date of Death, ...... ~.~=mt..E!ffiP.~.~ ... ?.?., ..... l.99.7 ............. . Appraisemwt Docket Vol., ............... ?.?. .............................. . Page, ......... lk$:~3 ...................... No .... 63::::6.8~12.4.8.: ....... . Filed ia Register's Office, ... P.~P.:t ........ ~4., ....... 19 .. 6.$. .. Amount of tax due, $ ................................................................... . / DEPARTMENT OF REVENUE ~ Received, Examined and Approved, . Wrote abo.ut Appra.isement, .... , .............. .. .. Appeal f1'om Appraisement, .,;:" · Entered and chargl!d, ·' ~ -------- Form RCC-4-Rl-3-66 ~9 COMMONWEALTH OF PENNSYLVANIA RESIDENT DECEDENTS v No. 978933 OFFICIAL RECEIPT Transfer Inheritance and Estate Tax File No 63-68-1248 Date Septeaber 30 19_!8 VASRINC!OH Office REGISTER OF WILLS, a. VlS!Il!IR!OM County, ss: Received from __ _:H.:..:•:..:l~•:..:n:::........:T::...:•:..::n:::!!&i~,!..........:I::.::HP:..:..:_O:....::R:..=IWft=:...:...::....---------- {Xl~~~Ulhl:WJi&lW~~&.l!Wittthe estate of MARY !IJICI who died Sept. 22 19__§,~e sum of FIFTY-liGHT and 58/100 - - -• • • • -Dollars, being TRANSFER INHERITANCE TAX and/or ESTATE TAX due the Commonwealth as follows: Appraisements Made and Filed Computation of Tax Real Estate Tax on$ 5% $ Date Valuation Tax on$ 10% $ Tax on$ 2,121.03 2% $ sa.se 9-24-61 $ 7 ,ooo.oo 7 ~ooo.oo I Tax on$ 15'}'0 $ $. ______ _ Total $ " Personal Property Date Valuation $. ______ _ $. ______ _ Total Total Gross Assets Less Debts and Expenses of Administration Clear Value of Estate Vuluullun uf Lifl;l I:slu:te.s or Annuities $ • ,vvO.OO $. ;, 1\n $ 4,070.97 .. ,., .. 9.03 $. ., .. ., Date 19__ $, ______ _ -----,-----19__ !::$=================== Estate Tax Assessments Date 19__ $•-------- --------19__ ~$ ============ NOTE: In accepting the transfer inheritance tax ori future estates prior to the death of the life tenant or tenant for years, as evidenced by this receipt, it is understood that the Com- monwealth shall not be P.recluded or prevented from hereafter assessing additional inheritance tax at the death of the bfe tenant or tenant for years whenever it appears that such additional tax may be legally due and collectible for any reason whatsoever. lrOOD [p)[LO ©£ LrCE 37-141-3 NOTE: This Triplicate Receipt to be retained by !be Register of Willa cmd filed in numerical sequence for audit purpoau. Exemptions * $ Total Estate $ Total Tax $ 58.51 Less Tax Previously Paid (if any) $ Balance $ Less five per centum of tax if paid within 3 months after date of death $ Amount of Estate Tax Assessed under the Act of Mqy 7, 1927, $ Add interest at the rate o % from to $ $1.,11 Total $ * As evidenced by Charitable Exemption Certificates issued by the Secretary of Revenue under Act of May 28, 1956, P. L. 1757, effective June 1, 1957, as amended by Act No. 381, approved July 11, 1957, and Act No. 207, 1961, Section 302. SEAL ~ ;·· ~i) J.;{...·t,.(. '( ';J;,I(/~~·~0 Register of Wills IIOORE BUSINESS FORMS, INC., ELIIIRA, H. Y. FORM RCC-4-Rl TBANSFEH INHERITANCE and/o~ ESTATE TAX, RESIDENT DECEDENTS. RECEIPT I ine,_3,;_· __ Estate OLf __ HAR __ I_T_BN_._G_I ___ ,-- OFFICE OF REGISTER OF WILLS ____ W:_l_S_HING __ T_ON_,=---_Pa. Date· _ ____,Se=·~Pt=e=m.=he=. =r--=30=· _Jg__j{L SIGNED AND SEALED AS PROVIDED BY SECTION 1201. ACT APRIL 9. 1929, P. L. 343 AS AMENDED BY ACT MAY 15 •. 1945. P. L. 528 Register of Will.a 1201 (g), Act of April 9. 1929, P. L. 343. as ameDded, viz:-"To receive from Registers of Wills all duplicate re- ceipts for taxes paid to them by executors or adminis· trators and to charge the Registers receiving the money ,with the amount receipted lor. The original of each such ~ receipt shall be signed and sealed by the Register of Wills and tra11smitted to the executor or administrator, / whereupon it shall be a proper voucher in the settlement // of the estate. In no event shall the executor or adrninis· lralor be entitled to a credit in his account by the Register unless the receipt is so signed and sealed by the Register of Wills.'' Fill in below name and address of person to whom lax receipt is delivered: To AT'fY. G!ORGB 0. FRAZIER fHOMAS-fHAZIER ~DIIC DONORA, PBNNSYLVAHIA 15033 L _j