HomeMy WebLinkAboutOC1968-1505 - ESTATE OF LORENZIr,'---.---.----.-----...---~-~~------.-----------~--~..~~------------~..,....---~---_~...,
PETITION 'SUR AUDIT
IN THE ORPHANS'COURT OF WASHINGTON COUNTY
Testate Form V
Estate of ~~CWE.l~H';rq~f!:.~~QR~N;?:J _._._..
Deceased
No 9.~::.9.~.':'.1:?.Q?.A.A.
Fiduciary P.~1J~l'1.•....~9.:£g.m~.t .
Date of Date-of
Decedent's death N9.~.~w.1?~x l.?..1 19.Q~Grant of Letters N9.~.~w.1?~*!??..1 J,9.Q~.
This is the t.ir.s.t..:and..£inal account filed in this estate
If there have been former accounts filed in this estate,list file number or number and term N.9..P.-.~.
Election to take ~
Under or ~oo~will.(cross out one)
Dote Election ..Place of;
Filed ..~~~.?~.~~...??.~....~.9~~cord .W9.!?hi.n9.t.QJ.LCO.
Nome of surviving spouse P.gJl.~:..M.•....~9.:£~n~.t :.
List issue,where material:
Did decedent marry after execution of will?(indicate)~No.Any :hildren born after execution of will?(indicate)
:XlSe:s::No.If answer yes,nome them _:_ _ .
Leg.atees
Della M.Lorenzi
Relationship
Widdw
Interest
Entire
Fiduciary,if deceased or not sui juris
Sui juris
List,if exceptions to above:
If partial intestacy,give facts:
Adeemed:Revoked:Lapsed:'Abated:Give Couse:
.Notice to interested parties.Have all parties,having either vested or contingent interests and all crediors entitled
.to notice (Court Rule No.9 paragraph C:Section 6:Subdivision c)received written notice of the filing of the accounf
and of call of audit?Yes.~.
If any exception give couse:· .
Fi Ie copy of Notice .
and dat~'of mailing ~<?~.~~J?~!.f:.?..t..J~.9.~,~:,..
Is estate subjec't to the filing of a Federal Estate Tax Return?y.es,~~~~~~:~::._:_.
"Partial Payment
Actual payment made on Pennsylvania Transfer Inheritance Tax.Amount $66.0 00 .
If the Will makes any portion of estate subject to a life-estate,give name and birth date of life tenant .
Give Names and addresses of all unpaid creditors who are legally entitled to notice,together with the amounts
of such claims;state whether they ore admitted to be correct;and whether the claim is denied.
Give reference to such parts of the will as require interpretation by the Court;a reference to all questions re-
quiring adjudication,and a statement of any other facts deemed necessary for the preparation of the adjudication:
Balance for distribution per account,
Itemize any additional debits not shown by account:$11,586.76.........................._-";..
$11,5'58 ..~6
••••••__•••••••0 _•.:.•
$~?:~.~00...._---_.
$.._._::J?7 .
2.503.00
5.50
Balance for distribution
Total additional debits (Add)
Itemize any additional credits not shown by account:
10-27-69 Russell Marino,Register of Wills
Filing"AC~0unt &Proof Publ.$17.00
10-27-69 Russell Marino,Clerk
Election ·to take under will"..Hazel.K.Evans,Notary f~es
Total addItional crechts (SubtractJRussell Marino
",
Clerk,.
Certified cppy of will
If balance for distribution is not in cash,list each item held in kind,giving appraised Value (or distribution Value);
"~~.
'.,
"~
If Family Exemption claimed by Petition,give place of Record:N..O.ne.__.____._.
If Family Exemption is claimed at audit,give name,relationship and basis for Claim:N.QD.~_.._ .
List any advancement or distribution on account·that has been made,and nature and amount of same:
None
Suggested distribution of balance shown,both as to principal and income,attaching signed and itemized elections
to take in kind if balance is not in cosh:residuary shares being stated in proportions:
Della M.Lorenzi,Widow,entire balance
COUNTY OF WASHINGTON,SS:
COMMONWEALTH OF PENNSYLVANIA.
The above-named Fiduciary or representative'thereof,
\
being duly _sw_arn__.._doth depose and say
that the facts set forth in the foregoing petition are true
to the best of b.e;r;_knowledge and belief.
.Sw:arn to and subscribed before
me thiS.dZ~doy of..F..e.p.x.ua+.y 19.1.Q.,
5;9nq,",.~,Oii;c:.~__'-jJ.~_/:I._~_
Title of Offit~r....:.;.~..:~~.~.rr.~~!~£..~~~!l]l.JI~!'-lt'JI,.W..asbIagtoR.clh ...•.
=~'MyCommission Expires March 23.1970.
Office'expires ::.
And your petitioner will ever pray,etc'.
...~.-..24.:
Executrix
I
'.No..§.~::.9.?-:J?Q?.~A.A.
Estate of..J:,..A~m':{Cg..A:J.;.QRgNZJ:.
...........--_..._---_..-.._.O'___-_ .
Deceased
Fiduciary !?~~.~.~..~~9 ~enzi. "."---.....----.---.-.-.-.---~J
PETITION SUR AUDIT
FROM WHERE',DECEDENT LEFT A WILL
Counsel of Fiduc;:iary will submit herewith the
following,in cordo rm ity with Court Rules
adopted effective December 3,1951,being
rule No,9:paragraph b-c;and divisions
thereof:shown on pages 23-24.
1.Written praecipes of all Counsel in the
case.
2.Copy of order appointing Guardian ad
litem,if pertinent.
3.Copy of O'rder appointing Trustee ad
litem,if pertinent.
4.Proof of service of above.
5.Letters Testamentary or Administration
C.T.A.or an attest copy of Wi II.
6.Copy of inventory and appraisement.
7.Proof of advertisement of grant of letters ,
if not filed with account.'W(c!I"'(O',~:~m,lL;IDNn:W.$\'f,1\\
8.Certificate ,?f I.ien~in case any.of .t~e $lI'lHl~:lJSQ,:tll.a.~Silf}il~(1!
funds for distribution are from JudiCial @IT:~l,:bl!;l1!l"-'···1 ''!l:."C!'~fi)sale of real estate,l.l~~W>j I ,1..:'1,;j)~",rl~W
9.Signed and itemized elections if any '\
'j 10.,~;;;b~;i~~d~~a~i~:;ate Tax return if e~£a'l~ld LZ 'H.d~it.4
t .b'h .iJ;;ate IS su Ject t ereto.,',,,",,
1"IJ1n"""i'1J~u;tS )IS d
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Attorney
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WILLIAM,H.ROBINSON
ATTORNEY-AT-LAW
253 MAIN STREET
MONONGAHELA,PA.15063
258-6559
April 30,1970
Mr.John Hana
Orphans'Court Division
Judge's Chambers
Court House
Washington,Pennsylvania 15301
In Re:Estate of Lawrence A.
Lorenzi,Deceased
No.63-68-1505
Dear Mr.Hana:
Please be advised that the real estate set forth in the
inventory filed ~n the above estate at the value of $10,000.00
was conveyed by the EXecutrix to Robert 'Dejeet under Article
of Agreement dated December 30,1968.
The Agreement is in the form of a lease purchase agreement
for the term of 96 months beginning ~anuary 1,1969,and ending
December 31,1976,for a total rental sum of $16,000.00 payable
at the rate,of Ie per gallon on all gasoline sold at this
filling static:m.
Aththe end of the term,Robert Dejeet,lessee,may demand
of Della M.Lorenzi,Executrix and devisee,her heirs and
assigns,a deed for the same.
For this reason,it will be necessary to have the real
estate distributed in kind to Della M.Lorenzi,the sole
beneficiary under the will of Lawrence A.Lorenzi,and the same
placed of record in the Recorder's Office.
~~Q~II---'-Wili~am H.Robinson
WHR:djr
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ot n.l'la M.t,oldlS.....",..1_-Of the-ebotto .,ata'totl."Ill.,
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lft t.he of:f~cQ o~tho Reotetor otWil1'G of w••b.~t<m e»u~tr,
P.Q&,1~tlta.<On OCtQ_a1.1069.,•.ddod\CetOl ••fto .~
UC,",'M 1'\110$of $6'S.d COUt't,_ld a~nt ttll1.~
6.9l,~.t.$Q_t £b the o#plt~.·~rt courtrOOm on thO
at,.V1OQJ:of-'beeou~tb__t W.tbinot~l-P~lvaM.t (IOt1oo
tb<J._tt of t4Afc:b 16.10'0.
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QlommonmraUq of ~rnnByLnantu.t liiI:
tl1IuBQington <!lounty.~
KNOW ALL MEN BY THESE PRESENTS:Whereas,at Washington,in the County aforesaid
.J
on the 25th.day of
Russell Marino
November A.D.19 ~8 ,before me,
,Register for the Probate of Wills and Granting
Letters of Administration in and for the County of Washington,in the Commonwealth of Pennsylvania,
the last Will and Testament of
Lawrence A.Lorenzi
late of New :IB'a.gle in the County afores~id,deceased,
(a true copy whereof is to these presents annexed),was duly admitted to probate;and
Della M.Lorenzi
rix
the Executa:r in said Will and Testament named,having appeared before me and taken and subscribed
the oath of office prescribed by law;
NOW,THEREFORE,I,Russell Marino
grant these LETTERS TESTAMENTARY,unto the said
Della M.Lorenzi
,Register as aforesaid,do
committing unto Her the administration of all and singular the goods and
chattels,rights and credits,which were of said deceased,and requiring Her,
to exhibit a true and perfect inventory thereof into the Register's Office,at Washington,within ninety
days from the date hereof,and to render a just and true account of said administration at the expiration
of six months from the date hereof,and to regard and comply with the provisions of the laws of this
Commonwealth .relating to inheritance taxes.
IN TESTIMONY WHEREOF,I have ·hereunto set my hand and the seal
of said Office at Washington,this 25tho
day of November in the year of our Lord one thousand
nine hundred and Sixty Right
~\~~•••V{~..
Register
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LAST VJILL AND TESTAMENT
OF
LAVffiENCE A.LORIDfZI
I,LAVffiENCEA.LORENZI,a resident of the Borough of
Testament in manner and form following:
;'New Eagle,Washington County,Pennsylvania,being of sound mind
'.'~memory,hereby revoke all wills and codicils,as well as all
"
:;instruments of a testamentary nature heretofore made by me,and
~(hereby make,publish and declare this to be my Last Will and
j,
I,
andiII!
iido;
I direct that all my just debts,funeral andFIRST:
:testamentary expenses shall be paid by my Executrix hereinafter.,;t
:;nfu~ed,as soon as conveniently may be after my death.
SECOND:--T give,devise andbequeat~all my property,
:real,personal and mixed,vvheresoever s1 tuate,of which I Illay die
.seized or possessed,or over which I may have testfu~entary control,
or to which I may be in any way entitled,of whatsoever the 'same
:',may consist,to my wife,DELLA l:l.LORENZI,of the Borough of NeVI
;.Eagle,Washington County,Pennsylvania.·Should the said DELLA M.
:,LORENZI predecease me,or should she not have an opportunity to
take possession of my real estate or personal property after my
:decease,I then give,devise and bequeath all my property,real,
personal and mixed,wheresoever situate,to my two (2)children,
::THOMAS L.LORENZI and SUZANNE LORENZI,both of the Borough of :Hew
;:Eagle,Washington County,Pennsylvania,their heirs and assigns,
..,-1n equal shares.
THIRD:I hereby nominate and appoint IvffiS.DELLA
SHEEHAlT,of Bethel Park,Pennsylvania,the Guardi~of the person
.of my two children,.~IO~~S L.LOR~iZI and SUZANNE LORENZI,and
.appoint the Western Pennsylvania National Bank,McKee$port,as the
,Guardian of the property of my two children,THOHAS L.LOTIE:t-fZI and
SUZANNE LORENZI,in the event that my wife,DELLA M.LORENZI should:
.,not survive me,and my said children should not have at that time
reached the age of twenty-one (21)years.!.
---
,...
I hereby nominate,constitute and appoi~t myFOURTH:
--""'~-'''''-''''---''''-'-----~-......-~-------
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-.-.--.----.-.-----,-.--.--i
III,
II,
::wife,DELLA M.LOnENZI,as the Executrix of this,my Last Viill and:
!
,.,Testament.
·:A.D.1961,signed,sealed,published and declared the
.:
IN WITNESS ~EEREOF,I have on this /1 day'of~~JJ/'
foregoing
instrument a~and for my Last,Will and Testament in the presence
of each and all of the subscribing TIitnesses,each of whom I have
;',requested in the presence of the others to subscribe their names
::as attesting witnesses,in my presence and in the presence of the
:,others.
I,
!.
(.sEAL)
The foregoing instrument was subscribed,sealed,pUb-
lished and decla.red by LAVlRENCE A.LOR.ENZI,the Testator above
na~ed,as and for his Last Will and Testam~nt in our presence,and'
iinthepresenceofeachofus,and we at the same time,and at his;
~request and in his presence,and in the presence of each other
"
A.D.1961 •day of +~'
hereunto subscribed our names and addresses as attesting witnesses
:;this ,~.,
'i).;,)()Dr"I.~,."L.•II --v-)f /.--iI-.<"f)\J.../;.'!I /)JI.:''';'l'<J/Residing at !'i iy H <../i.,...U/.JJL.II e tIj.....:
'I ~••J I'~'....v I /l'."-J.t:/1 .J •
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;;.Affi~auit ®f 1£~rtutnr (@r .A~miui9trutnr
~tnte of 'euusyluattin }
Cltouuty of 1ll!Ias4iugtou ss:
Personally before me,the undersigned authority,a .__.N9_t.a1:.:v....P..lJP..:ti5~L in and for said
County and State,appeared D~l~a_.M.•...Lo.I:.enz.i·__·_·..············-r-i*- -who,being duly
sworn according to law,deposes and says that she is the execut~~'mi:m~.R:of the es-
tate of __~.~w.~.~!.l_g_~._A.!1Q~.~m~~J..J _deceased,that the foregoing schedules constitute a
complete inventory and appraisement of the real and personal estate of ...L-.aW.~.~n9.~...~.!••__~Q~_~nzi ,
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 ~
d~fWO'i:5:~'db<tf9OToe 9
me
this ..::t...:1..~"""}~~..:.~.:..:~L~ay 0...~F..~..........•........Execu~~~~~·
,~~~.
! /PAUl W.NELS~~~'·~~·;~-PU~L1C A D TIONAL INSTRUCTIONS
.,JoI0HONGAHEU.WASHll..HON comITY D I
1.*,fi.l"-'~fl'IYlfirM4i!fl!1!fe mled within three months after appointment of personal r-epresentative.
2.A ~supptemental inventory must be filed within thirty days of discovery of additional assets.
3.'::¥ie>ri~ilal and 2 Copies and 2 RCRI-34,Under $10,000;1 Original and 2 Copies and 2 RCRI-33,
·;.-0v~r:$10;000,including Copy of Will;1 Original and 3 Copies and 2 RCRI-33,Over $50,000,in-
cluding G6py 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
,
r-3!uueutory nub Appraisemeut .of the goods and chattels,rights and credits which
..
were of LAWRENCE...A.•....LQRENZ.I .late of N~w.E~.g.:},~.'-.
~
Washington Co:unty,Pa.,taken and made in conformity with the above affidavit.
I -DOLLARS CENTS
REAL ESTATE:
ALL that certain piece OI parcel of land situate in
the Borough of New Eagle (formerly Carroll Township),
Washington Cot,lnty··,·Pennsylvania,known and designa.ted as
the Northerly one-half (1/2)of Lot Number Eighty-three (8~)
in Plan of Lots laid out by Morton Black and Mary Boggs,
said Plan of Lots being known as "Bellewood",adjacent to
Monongahela City,which said plan is of recordim the
Recorder's Office of said Washington County,in Plan Book
Vol.1,page 40;said piece or parcel of land hereby
granted and conveyed having a frontage of Fifty (50)feet
on the Southerly side of Chess Street as shown on said Plar ,
and extending Southwardly between-Maple Street in said Plar
on the East and Lot Number Eighty-four (84)in said Plan or
the West,and preserving the uniform width of Fifty (50)
feet throughout,a distance of Ninety (90)feet to line of
land of Wilson T.Allen.
BEING the same premises conveyed to Lawrence Lorenzi,
by deed of RUdolph Neidermeyer,Jr.,et ux.,dated October
26,1948,and recorded in the Washington County Recorder's
Office in Deed Book 748,page 665.
UPON which is erected a one-story concrete block
filling station building.
TOTAL REAL ESTATE
SEE RIDER ATTACHED.
$10,000 00
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:0 .....:',.~'":tI1 ;l'Vd "00 N01ONIHSVM::,....~~~C"'l"=!SlllM jO H31SI~3tJ ,.
t%:l ;,.;lONI~'1~i 1l3SSnH :t""t%:l ~:0 l'.n ::t-.*:::tl ...,
::t-."':;-tI1 ...,~L.z t%:l !:l.t'l 21 Hd 92 Nor 69.N ...,
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PERSONALTY:
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RIDER
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New Eag1~Investment Club Membership
1966 Jeep
Filling station inventory
TOTAL PERSONALTY
TOTAL REAL ESTATE AND PERSONALTY
$4,153.11
1,300.00
4,000.00
$9,453.11
$19,453.11
STATE OF PENNSYLVANIA,
WASHINGTON COUNTY,~55,
The within ..named Accountant being duly sworn according to law,deposES and says that the above account
as stated is true Q\nd <torrect as s..O.e.verily believes.
\'
Sworn and subscribed before me this..~$.~.
day of (2~19.Q.9 .
............'74~L ~~.
.~.~"..;~_of~ryPUblic.Monongahela.Washington Co.
':J1Y~Commission Expires March 23.1970.::'-,-f Q
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I do certify that I have given legal notice to al~persons
concerned of the filing of the within account in the manner
prescribed by Sta'tute and Rule of Court,as evidenced by proofs
tneceof f;led to No....6.J..~.1.Q.:.fe...............d-
Witness my hand and official 'seal thiS ;?.._.
dOYOf.~~~
Register of Wills
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'69 OCT 27 AN',
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ESTATE OF LAWRENCE A-.LORENZI,Deceased,late of New Eagle,
Washington County,Pennsylvania.
First and Final Account of Della M.Lorenzi,Executrix.
Inventory and Appraisement filed June 26,1969 in the
inventory value.
Less Expenses of the Est~te
BALANCE FOR DISTRIBUTION
7,866 -3 .
$11,586:7:,
$19,453.1
•___,page
November 15,1968
November 25,1968
October 25,1969
$10,000.00
9,453.11
Decedent died:
Letters granted:
Account stated to:
Register's Office in Book
Real property
Personal property
Total Inventory and Appraisement
Note:All personal property sold at
--------------------------------.--------.
EXPENSES OF THE ESTATE OF LAWRENCE A.LORENZI,DECEASED.
Date:
11-14-68
11-15-68
Payee:
Guttman Supply
Coen Oil
Remarks:
Service station supplies
Gasoline pumps,balance
due service station
Amount:
$129.30
1,435.92
11-18..68 R.Meucci
11-18..68 A.Jubick
11-18..68 A.Christina
11-18-68 St.Anthony Church
11_22_68 National Ambulance Co.
11-25-68 West Penn Power Co.
Pay ending 11..16..68
Pay ending 11..16..68
Pay ending 11-16..68
Funeral mass
Ambulance service
Electric bill for fi1li ng
station
22.50
60.00
33.75
25.00
25.00
17.97
11-25-68
11-25-68
11-25-68
11-25-68
11-25..68
11-26-68
11-30-68
11-30-68
11-30-68
11...30-68
11..30...68
12-6-68
12-17..68
1-7 ..69
4 ..18..69
5...6..69
6 ..26..69
Equitable Gas Co.Gas bill for filling station 9.18
Equitable Gas Co.Gas bill,house 12.12
West Penn Power Co.Electric bill,house 17.48
Bell Telephone Co.Telephone bill,service
station 16.36
GUy A.Rogers Travel for clerk 15.00
Washington County Reports Advertising Letters 14.00
Kinder &Ma11enauer Service station supplies 6.85
Campana Funeral Home Funeral 3,075.00
The Daily Republican Advertising Letters 2.00
Kaufmann's Purchases prior to death 86.58
Horne's Purchases prior to death 68.24
Ward Van Parts,Inc.Service station supplies 14.05
March Tire Tires,filling station 454.89
Rocco's Flowers Funeral 95.00
James J.Fellin,C.P.A.Accounting fee for 1968 225.00
Kurtz Monument Co.Headstone 345.00
Russell Marino,Register
of Wills Filing Inventory and
Appraisement 13.00
EXPENSES OF THE ESTATE OF LAWRENCE A.LORENZI,DECEASED.
(Continued)
8-22-69
10~21~69
10-24-69
Paul W.Nelson,Notary
Russell Marino,Agent
The Daily Republican
William H.Robinson
Notary fees
Transfer Inheritance Tax
Advertising Letters
Legal fees
TOTAL EXPENSES
$2.00
660.00
12.50
972.66
$7 ,8'66~35
In compliance with the Newspaper Advertising Act of May 16,1929 P.L.1784,Sec.3.
paragraphs (3)and (25).
County of Washington }ss:
State of Pennsylvania
Personally appeared before me,a Notary Public in and for said county and state,
.....~~.§.!:J:_..Th.9.!Jl_P!?Q.~,who,being duly sworn,deposes and says:thaL..~.h~L.......is
the _..'!?~~~~~.E~!of The Monongahela Publishing Co.,a Pennsylvania corpora-
tion,and its agent in this behalf:that the said company is the publisher of The Daily
Republican,published daily except Saturday and Sunday,having its place of business at
Monongahela,Washington County,Pennsylvania;that the said Daily Republican was
established in the year of 1846;that the printed notice or advertisement,attached hereto
is a copy of a notice or advertisement,exactly as printed or published,which appeared
in the said newspaper in its regular issues on.the following.dates:
December 2,9,16,1968
THE DAILY REPUBLICAN
MONONGAHELA,PA.
PROOF OF PUBLICATION
,.~-L;g~e7fise~.n,
ESTATE NOTICE:Estatt,of Lawrel.~e A.Loren,jdeceased,.late r,t New Eatle,Washington County.Penna..Letters Testamentary upon theaboveestatehaving-been granted totheundersigned,notice is herebygiventothoseindebtedtheretotomakeimmediatepayment,and tothosehavingclaimsordemandstopresentthemforsettlement.
I Della M.Lorenzi!Executrix4thAve.&:Sycamore St.New Eagle.Pa.15067
AttorneyWm.H.Robinson ':]253 West Main St.
,M,"on,ongahela,Pa.15063,.Pec..!oJ.16,19.66._..•
VVasmnglon County Reports
I
:6S::5el::lzI:l::M:A:Iti:5:ERE:E:l::
Washington,Pennsylvania
(PUBI.ISHED BY WASHINGTON COUNTY BAR ASSOCIATION)
,~.
Estate Notices
The Register of Wills has granted letters,
testamentary or of administration,in the
following estates.Notice is hereby given
to all persons indebted thereto to ,make
payment without delay and to those hav-
ing claims or demands to present \~hem
for settlement to the Executors or Admin-
istrators or their Attorneys.
••• • • •• •••• •• • •••
PROOF OF PUBLICATION
In compliance with the Newspaper Advertising Act of May 16,1929,P.L.
1784 Sec.3,paragraphs (3)and (25).
COUNTY OF WASHINGTON)
STATE OF PENNSYLVANIA (SS.
LORENZI,LAWRENCE A..Dec'd.
Lateliof New Eagle.WashingtonCounty.Penna.Executrix:Della M.Lorenzi.4th Ave.
&Sycamore St..New Eagle,Pa.150r.7Att.orney:Wm.H.Robinson.253 W.Main;St..Monongahela.Pa.15063
Personally appeared before me,a Notary Public in and for said County and
Commonwealth,CHARLES C.KELLER,who,being duly sworn,deposes and
says:that he is the Editor of the WASHINGTON COUNTY REPORTS,the
official legal periodical for said Washington County,published weekly having its
place of business at Washington.Washington County,Pennsylvania,and is act-
ing as its agent in t'his behalf;that the said WASHINGTON COl!NTY
REPORTS was established on March 31,1920,and was designated as the official
legal publication for Washington County,Pennsylvania,by order of the several
courts of said County,dated November J1,1920;that the printed notice or adver-
tisement attached hereto is a copy of a notice or advertisement,exactly as printed
or published,which appeared in the said legal periodical in its regular issues on the
following dates:
...p..~.~.~.~~.~.!:~..I t?.I.....~~.,J.~§.~.
that the affiant or the corporation in behalf of which he is acting is not interested
in the s~~~tter of said noti~~dve~tisig and that all of the allegations of
this aff~s';~e ~e,Place~.haraer:_~7p'Pcation are true.
:L0ULtU}.-r0«~
Sworn Cscribed befQr=:"'~"''''''''''''''''''''''''''''Edi~~;
..i ;~..".;J~(..J.~~/ay .of...g~~~m.l?.~.!',196.~..
.......~(1 -=--
otary Public
KATHERINE C.YARD,tary Public
Washington,Washingt9n Co.,Pa.
My Commission Expir1!s
NlIvember 1,19G9
I '\
"~3-t7-/LP~
r •IN THE COURT OF COMMON PLEAS ol<'
tNASHINGTON CaJNTY,PENNA •
ORPHANS'COURT DIVISION
ESTATE OF LAWRENCE A.LORENZI
NO.63-68-1505
.,••0'ELECTION TO TAKE UNDER WILL
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'\~~()~~ILLIAM H.ROBINSON
•
~
ATTORNEY-AT-LAW
253 ....AIN STREET
MONONGAHELA,PA.
/~.5.-S~0
~\
IN THE COORT OF COMMON PLEAS OF WASHINGTON CaJNTY,PENNSYLVANIA
ORPHANS'COORT DIVISION
ESTATE OF
LAWRENCE A.LORENZI,
DECEASED.
)
)NO.63-68-1505..
)
ELECTION TO TAKE UNDER WILL
TO THE HONORABLE,THE JUDGES OF SAID COURT:
I,DELLA M.LORENZI,widow of the above decedent,who
died on the fifteenth day of November,1968,having first made,
published and declared his last will and testament,dated the
eleventh day of July,A.D.196~,duly probated in the office
of the Register of1i11s of Washington County,Pennsylvania,on
the twenty-fifth day of November,1968,and recorded in will
Book Volume ,page hereby e1ectr:to take under the------
terms of said will.
IN WITNESS WHEREOF,I have hereunto s~t my hand and
seal thi s 2¥d d~¥of &-e:7-,1969.
Sworn and subscribed before
me this ,;{5tJ.day of O~J!/,1969.
Notary PUblic,Monongahela,Washineton Co.
My Commission Expires March 23,197{).
In t1Jt Qtnurt nf Qtnmmnn 'hus nf lIuslPngtnn Cttnunty.
'tttttsyluuniu.(0rplJans'Qtnurt iiutslnn
ESTATE OF No.63-68-1505
Lawrence A.Lorenzi,In the matter of the__F_i_r_s_t_a_n_d_F_i_n_a_l_
deceased.Account of Della M.Lorenzi
Executrix
ADJUDICATION AND DECREE
And now May C7 ,19-.1.Sl...,this matter came on for hearing,
audit and distribution at this session and testimony taken;and thereupon,upon due consideration
ther~f t'?fs§a,lfrce for distribution in the hands of the Accountant is determined to be
$:11,,b and the account is accordingly confirmed;and it is ordered,
adjudged and decreed that the said balance be paid out by the Accountant in accordance with the
schedule of distribution hereto attached and made ,a part hereof,unless exceptions hereto be filed
sec.reg.br an appeal be taken herefrom sec.leg.
SCHEDULE OF DISTRIBUTION
Balance per account _$11,586.76
Additional credit asked at audit 28.00
Balance,_$11,558,76
Russell Merino,Agent,transfer inheritance tax,
$123.98 Interest from 2-15-70 to 5~7-70
1,70
11'391.1.08 No balance
REAL ESTATE TO'BE CERTIFIED TO THE RECORDER ~F WASHH GTON COUNTY
BY THE CLERK OF THE ORPHANS'COURT DIV SION
Deduct Clerk'~Costs &Receipts~_
Attorney ....IJW.....i...l...l ...i.....aUJm.........H.....~Ru.o.u.h....i....n....s....oLLn~_
Russell Marino,Clerk O.C.,costs in certifyln@
real estate to Recorder,
John D.Woodward,Recorder,costs recording cer-
tification of real estate,.~
Della M,Lorenzi,widow,residue,including real
estate as hereinbelow described,said parcel of
real estate 'being s~bject to an article of agree-
ment for sale to Robert Dejeet entered into
under date of December 30,196A,said real esta~e
held in kind and distributed as such at the
appraised value,.,
~
Lawrence A.Lorenzi,devisor,to Della M,Lor~nzi,de~isee of all the
right,title and interest of the devisor in and ~o parce1 of real estate
which is subject to an article of agreement for sale dated December 30,
1968 to Robert Dejeet-subject real estate being iescribec as,VIZ:
ALL that certain piece or parcel of land situ te in tte Borough of New
Eagle (formerly Carroll Township),Washington Co mty,Pernsylvania,known
and designated as the Nort~er1y one-half (1/2)0 F'Lot NUll bel'Eighty-three.
(83)in Plan of Lots laid.out by Morton Black ani Mary Beggs,said Plan of
t..",,'.'.1 .I
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City,which said
gton County,in
ereby granted and
side of
rdly between Maple
r (84)in said
of Fi ty (50)feet
of la d of Wilson T.
Lots being known as ttBellewoodlt ,adjacent to Mo ongahel
plan is of record in thel'Recorder's Office of e id Wash
I
Plan Book Vol.1,page 40;said piece or parcel
conveyed having a frontage of Fifty (50)feet 0 the So
Chess Street as shown on said Plan;and extendi
Street in said Plan on the East and Lot Number
Plan on the West,and preserving the uniform wi
throughout,a distance of Ninety (90)feet to,1
Allen.~
BEING the same premises conveyed to Lawrence Lorenzi,by deed of RUdolph
Neidermeyer,Jr.,et ux.,dated October 26,,and re orded in the
Washington County Recorder's Office in Deed Boo 748,pa e 665.
UPON which is erected a one-story concrete b ng station '
building.
CERTIFIED TO RECORDER:MAY 1 ,1970
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IN THE COORT OF COMMON PLEAS OF WASHINGTON COUNTY,PENNSYLVANIA
ORPHANS'COURT DIVISION
ESTATE OF )
LAWRENCE A.LORENZI,)NO.63-68-1505
DECEASED.)
PAY TRANSCRIPT
We,the undersigned,do hereby acknowledge to have
received from Della M.LO:r;',enzi,'EXecutrix of the Estate of
Lawrence A.Lorenzi,Deceased,the sum set opposi::t~our
respective names,being in full payment and satisfaction of
our respective shares in the estate of said decedent,as
distributed by the Orphans'Court of Washington County,
Pennsylvania,by Adjudication and Decree dated May 6,1970,
at the above number and term.
Russell Marino,Clerk
o.C.,costs in cer-
tifying real estate to
Recorder $4.00
Russell Marino,Clerk's
Costs &Receipts $27.50
John D.Woodward,
Recorder,costs recording
certification of real
estate $7.50
Russell Marino,Agent,
balance transfer in-
heritance tax,$123.98,
plus interest from 2-15-
70 to 5-7-70,$1.70 $125.68
Della M.Lorenzi,widow
Residue,inclUding $~1,394.08
real estate as set forth
in Adjudication and Decree
held in kind and distributed
as such at the appraised
value
22 E Wd 81 ~V~Ol.-
'0 J "1./..:1"r'".--~~
....-.,..."."'1'
Form RCC-33
RESIDENT DECEDENT
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF COUNTY COLLECTIONS
COUNTY OF ..WA$:tI:J:NG.TQN'.
IMPORTANT:This return must be completed in detail and filed in duplicate,with will attached,with the
'Register of Wills of the County where decedent resided;Return is due within one year after
date of death,unless an extension is granted hy the Secretary of Revenue.(Section 703 of
t..he Inl:lE!r1t!lnce.an~.E.st;ate Tax J\ct of 19!31.)
/
..~
1
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rix I.~
EucutofX J
Y~J"'
(1~'~(j
1/.............................t./
and sayS
Pennsylvania .~cStateof:.}
n Washington ss:Co nty of .
..............................P..~!.!..~M..!~9..:r:.~l}?'.:i.,,.
of the estate of the above-named decedent being duly sworn,deposeS
Name and address of attorney or}W.i.l1i,am ,H.,...Ro.bins.on..,ESq..
other authorized representative to
whom all correspondence should be 253 West Main..'Street',Monongahela,·Penna ·l·506-3
mailed.
That as such )~~;~,~~:~~~~~.;~.~~i.....depo~\nt is familiar with the affairs of said estate and the property con-
gtituting the assets thereof and their fair market value.
That at the time of death there was no safe deposit box registered in 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 ag agent
or deputy,with the exception of the following:-
Decedent'dJed .N.o.v.em.ber.
(Month)
..1.5,,19·.6.8 ,)testate leaving a last will,copy of which is hereto attached.}
(Hay)(Y~r)L~~~
I
.jl
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
'\IF.....ppnn~vl ..",n;",National Bank.Lawrence A.Lorenzi and
Fourth and Main Streets Della M.Lorenzi Wire
Monongahela,Penna..,15063
That the contents of said safe deposit box or boxes are itemized under Schedules of this
return,with the exception of the following,for the reasons hereinafter set forth:
That Schedule A attached Qereto and made part hereof sets forth full v and in"detail all the
real property in the Commonwealth of Pennsylvania of which decedent died having an interest therein.It
also sets forth the mortgage encumbrances upon each parcel of real property at the date of death,giving
the amount still due at death,name of mortgagee,date,rate of interest,and book and page or record
thereof.It also sets forth in the columns provided therefore the assessed valuation of each or said
parcels,the estimated market value thereof as of date of death of decedent.
II
I
i
Ii-I.
IIi,.
That Schedule B attached hereto and made part hereof sets forth fully and in detail all personal
property wheresover situated owned by the decedent at the time of death;all moneys left by the decedent
at the time of death,whether in decedent's immediate possession,standing to decedent's credit in banks
of deposit,savings banks,trust companies,or other instiUltions,whether individually,or in trust ror
any other person or persons giving also separately the accrued interest thereon,if any,dOM~to the last
interest day_prior to decedent's death in the case of savings banks,and to the date of decedent's death
in all other cases;all bonds,postal savings,treasury certificates or notes and other evidence of in-
debted~ess of the United States to the decedent;all obligations,whether by statute or agreement they
are ~esi~nated as tax free,of the United States,or any state,or'political subdivision thereof,or of
any·foreign cQuntry,which are owned at the time of death;all wearing apparel,jewelry,silverware,pic-
tures,books,works of art,household furniture,horses,carriages,automobiles,boats,-·and any and all
other personal chattels of whatsoever kind or nature,left by decedent,together with the fa'irly estimated
market value thereof;all bonds and mortgsfles held by decedent and of all claims due and owing decedent
at the time of death,and all promissory notes or other instruments in writing for the payment or money
of which decedent died possessed,of whatsoever nature,with interest thereon,if any,giving the face
value and estimated fair market value thereof,and if such estimated fair market value be less than the
face value,it sets forth briefly the reasons for such depreciation'as to each item;all moneys payable
to the estate from life insurance polici'es carried by decedent;all annuity and endowment contracts the
proceeds of which were payable upon the death of the decedent;and all the corporate stocks and dividends
due thereon and unpaid as of the date of death,bonds and accrued interest thereon to the date of dece-
dent's death and other investment securities owned by the decedent at the time of death,with the market
value thereof at such time.
\1
k.
r.
In the case of securities of close or family corporations,the values reported are as far as
possible substantiated by financial statements of the corporations,showing the assets and liabilities
thereof as of the'date of death.The schedule also sets forth the interest of decedent at the time of
death in any co-partnership or business,and in support of the value of such interest there is annexed to
said schedule,financial statements showing the assets and liabilities of said co-partnership or business.
A copy of the co-partnership agreement,(if oral,a statement setting forth the nature of the agreement)
together with a statement setting forth the character of the business,its location,and such other facts
pertaining to the business as may be pertinent to a fair and just appraisal of the decedent's interest
therein must be submitted.It should also set forth in itemized form,together with the fair market value
thereof,any other property owned or bequeathed by the decedent at the time of death:
The Schedule C attached hereto and made part hereof sets f'orth a true answer to each inquiry
contained therein and in the case of transfers ofproperty,real or personal,within two years of decedent's
death,in contemplation of decedent's death,or intended to tftke effect in possession or enjoyment at or
after death,said schedule sets forth the nature and value of such property,to whom transf'erred,the
relationship of the transferees to the decedent,the proportionate share received by each transfe~ee and
all other facts of a pertinent nature regarding said transfers.:In the case of t~ansfers intended to
take effect in possession or enjoyment at or after death,there is also attached to the schedule a co~y
of the deed,trust agreement or other instrument creating the .trust.Ther.~is also set forth in said
schedule a list of all property,real and personal,with its value,Whi~h pa~ses at decedent's death by
virtue of the exercise by decedent,either individually,or jointly with another,or any power of appoint-
ment vested in decedent,eithe.r indiv.idually·or joi!ltly,by the will,deed,or other instrument of another,
with a copy of the instrument creating such power attached to the schedule.
That Schedule 0 attached hereto and made part hereof sets forth the names and addresses of all
persons beneficially interested in this estate at the time of decedent's death,the nature of their res-
pective interests,their relationship,if any,to the decedent,together with the ages at the time of
decedent's death of all minors,annuitants and beneficiaries for life under decedent's Will.It also
contains a statement showing which of the beneficiaries named in the decedent's will,if any,died prior
to decedent,the dates of their death,their issue,andthe relationship of such issue to the beneficiary.
That Schedule E attached hereto and made a part hereof sets forth all property,real and per-
sonal,owned by the decedent jointly with another or others,including intangible,standing in the name
of the decedent and others,plus the date and .place of record of instrumentseff'ecting the vestiture of'
real estate and the date of acquisition of personalty,plus the name,address and relationsh·ip,:if any,
of co-owners to the decedent.
That Schedule F attached hereto and made a part hereof sets forth f'ully and in detail all debts
and deductions claimed for and on behalf'of this decedent's estate,including f'uneral expenses paid;
f'amilyexemption,where applicable;costs of administration.of this estate;counsel fees and fudiciary's
commissions paid or to be paid;cost expended for burial trusts,tombstones or gravemarkers,and reli-
gious services,in consequence of the death of the decedent;debts and claims owing and Impaid at time of
death;taxes accru~d Charge.able for period prior to decedent's death (except.those allowed under Section
651 of the Inheritance and Estate Tax Act);together With a statement of collateral pledged for obliga-
tions,if any.It is agreed that the fiduciary will present proof of said claimed obligations upon re-
quest,that if the amount actually paid in settlement of any fee,.commission or debt is less than the
estimated amount claiming and allowed,that the same will (be reported to the Register of WillS,and that
the amount of tax assessed can be reassessed in'accordance therewith.
That the totals of the appropriate columns in Schedules wAw,wBw,wCw,wEw,and wFw as directed therein,.
have been carried f'orward and properly registered in the Summary.
Subscribed and sworn to before me this ...f?:...J:~.
......~~__..
(Executor-)
.....4.th...Av..en~.e .....an.d...S.y.c.am.Qr..e.....S.t.r.e.e.t.
(Street Number)
.........N.eW E.a.91.e..,P.en.na l.S.Q.6..7....
(City or Town and State)
:~~~~~~~_1~:~
;·:::-:~pt~~~~El!.j:~~m~T:QltC!lU~Y'.:.'
,.MY:i:)-~N~~ro.tI:;f·~.P.IIt.6S MMtf;)l21,.1f71':;;.;.:~:~..;:~o;:<;.:..l.•~;;.:r,',-::::::-',;'..,:~:.,~.'.'::~:'.:';::~/.:11.~;:t
NOTE;S::Atti,:rilr:¢".:'s.lgnii'ngHl.ffl:1:dii:VIt make sure all blank spaces in the affidavit and schedules annexed are
filled in with details or the word "None",and in case the assets include rare and unlisted securities,
securities of close or family corporations or an interest in any co-partnership or business,that the
data and statements required under the paragraph above relating to Schedule "B"are attached.Also make
certain that column #1 in the "Summary"has been properly completed as above-directed.
..
RCC-34 (1-64)
COMMONWEALTH OF PENNSYLVANIADEPARTM~NTOF REVENUE
BUREAU OF COUNTY COLLECTIONS
TRANSFER INHERITANCE TAX'
RESIDENT DECEpENT
SCHEDULE uA"
REAL'PROP'ERTY *
R
,,
,
Real property in Pennsylvania,with s.tatement of mortgage encumbrances upon each parcel at death of dece-
dent.Where property heid as joint tenant or tenancy by entireties,report on Schedule "E".Property held by
the ,de,cedent'as tenant in common with another or others,should ,be identified as to quantum of interest and
the estimated value should be that of the decedent's interest only.
The real property located In the Commo!"wealth of Pennsylvania should be
described by lot and block number,street and street number,together wi th
a general description of the property,with a reference to the record af the
conveyance by which the decedent took title;If a farm state number of a-
cres;also statement of mortgage encum~rancesupon each parcel at death
of decedent.Taxes,assessments,accr.ued Interest on mortgages,etc.,are
to be listed on Schedule"F"and must not be deducted fram this schedule.
(1)(2)(3)I
DEPARTMENT
ASSESSED VALUE VALUATION
FOR YEAR OF ESTIMATED CAUTIONDECEDENT'S MARKET VALUE (Do not write
DEATH In this space)
REAL ESTATE:
ALL that certain piece or parcel of
land situate in the Borough'of New Eagle
(formerly Carroll Township),Washington
County,Pennsy1vaniaT known and designated
as the Northe~ly one-half (1/2)of Lot
Number Eighty-Three (83)in Plan of Lots
laid out by Morton Black and Mary,Boggs,
said Plan of Lots being known as ffBe11ewood'
agjacent to Monongahela City,which said
plan is of record in the Recorder's Office
of said Washington County,in Plan Book Vol
1,page 40;said piece or parcel of land
hereby granted and conveyed having a fronta<e
of Fifty (50)feet on the Southerly side o~
Chess Street as shown on said Plan,and ex-
tending Southwardly between Maple Street in
said Plan on the East and Lot Number Eighty
four (84)in said Plan on the West,and
preserving the uniform width of Fifty (50)--
feet throughout,a distance of Ninety (90)
feet to line of land of Wilson T.Allen.
r-....
?oX :r(J
,,
I $10,00.00
I
-\
,,
BEING the same premises conveyed to
Lawrence Lorenzi;by deed'of RUdo1~h
Neiderm~yer,Jr.,et ux.,dated October 26,
1948,and recorded in the Waffi ington County
Recorder's Office in Deed Book 748,page
665.
UPON which is erected a.one-story
concrete block fi11i~.station building.
/l --0 'n.J.h ---~.u...;r.j~·IOI -
b4<6 -~~~'
.:;?",.'......,
•t-•
Insert this total opposite Ureal property;',Schedule CIA"in the X XX X X
uAs Reported"column on the last page of this return.
r ..
RCC-35
;:."COMMONWEALTH OF PENNSYLVANIA
'TRANSFER INHERITANCE TAX
RESIDENT DECEDENT
SCHEDULE "n"
PERSONAL PROPERTY
INSTRUCTIONS:This Schedule must disclose all tangible and intangible personal property owned individually
by the decedent,at the time of his death.Property owned by the decedent jointly with another or others
must be listed under Schedule "E".Inta~gible personal property,titled in the name of the decedent,but
payable at death to another or others,including but not limited to'P.O.D.U.S.Savings Bonds and tenta-
tive trust accounts,must be listed,despite the fact that they are not of the administered estate.
Tangible personal property should be listed first (e.g.jewelry,wearing apparel,household
goods,and furnishings,books,paintings,automobiles,boats,etc.)
Intangible personal property,such as bonds,treasury certificates,cash on hand and in bank,..
stocks,'mortgages,notes,together with accrued interest or dividends,salaries or wages,insurance pay-
able to the estate or fiduciary in said capacity,partnership interests,interest in anyundistributed
estate of or income from any property held in trust under the will or agreement of another,even though
located outside of the State,at the time of death,should be listed in this schedule.
Item
No.
ITEM
List and describe fully
New Eagle Investment Club
1966 Jeep
Filling station inventory
UNIT ESTIMATED
VAL/''''MARKEr VALUE
~1If/'::f·~·..v·.
Membership'f $4,153.11
~~...........~.."
________~O .1 ,300.00
~Vr~4~0~0.00
$9,453.11
DEPARTMENT VALUATION
(Do not write in
this space)
Insert this total opposite "Personal Property",Schedule "B"in
the "As Reported"column on the last page of this return.
~-------
x X
"
RCC-30
:.t
.comroN'mALTH OF PENNSYLVANIA
Tfu\NSFER INHERITANCE TAX
~~SIDENT DECEDENT
SCHEDULE "c"
TRA..NSFERS
(1)Did decedent,within two years of death,make any transfer of any material part of his estate,without
receiving a valuable and adequate consideration therefor?(Answer yes or no)~N~O~_
(2)Did decedent,within two years of death,transfer property from himself to himself and another or
others (including a spouse)in joint ownership?(An~wer yes or no)~N~O _
(3)If the answer to (1)or (2)above is in the affirmative state:
(a)Age of decedent at time of transfer _
(b)State of decedent's heal th at time of making the transfer.(Note 1).
(c)Cause of decedent's death.(Note 1).
(4)Did decedent,in his lifetime,make any transfer of property without receiving a valuable or adequate
consideration therefor which was to take effect in possession or enjoyment at or after his death?
(Answer yes or no)l'lo
(a)Was there any possibility that the property transferred might return to transferer or his
estate or be subject to his power of disposition?(Answer yes or no)No
(b)What was the transferee's age at time of decedent's death?__
(5)Did decedent in his lifetime make any transfer without receiving a valuable and adequate consideration
therefor under which transferor expressly or impliedly reserves for his life or any period which does
not in fact end before his death:
(a)The possession or enjoyment of or the right to income from the property transferred?
(Answer yes or no)No
(b)The right to designate the persons who shall possess or enjoy the property transferred or
income therefrom?(Answer yes or no)__N~oL-_
(6)If the answer to (5)(b)above is in the affirmative,state whether the right was reserved in decedent
alone or 0thers --------------------------------------------------------------------(7)Did decedent in his lifetime make a transfer,the consideration for which was transferee's promise to
pay income to or for the benefit of care of transferor?(Answer yes or no)__
(8)Did decedent,at any time,transfer property,the beneficial enjoyment of which was subject to change,
because of a reserved power to alter,amend,or revoke,or which c01lld revert to decedent under terms
of transfer or by operation of law?(Answer yes or no)N_o~·_
(9)If the answer to (8)above is in the affirmative,was the power to alter,amend,or revoke the inter-
est of the beneficiary reserved in the decedent alone or the decedent and others?
(Answer yes or no)l'lo
NOTE 1:The answers to these questions should be .supported by affidavit by the attending physician as
well as a copy 'of the death certificate.
NOTE 2:If answer to any of the above questions is yes,set forth below a description of the property
transferred,it's fair market value at date of death,dates of transfers and to whom transferred,with
relationship of transferees to decedent,if any.Submit copy of any trust deed or instrument,if trans-
fers are claimed to be non-taxable,also submit detailed statement of facts on which said claim is based.
NOTE 3:List applicable property below in manner in which provided in Schedules A,B,or E.
ITEM DESCRIPTION MARKET VALUE
(Estimated)DEPT.VALUATION
(Dept.Only)
Insert this total opposite "Transfers",Schedule "C"in the
"As Reported"column on the last page of this return.
r,,.
!:(.\M~h)NWF:i\1.TH vF PENNSYLVANIA
TH \:\::'FFH TnmHIT,\Nf.E TAX -
ltFS rm:i\l'DECEDENT
SCHEDULE "E"
JOINTLY OWNED PROPERTY •
I:IiSrRrCTIO~S:This scherlule must disclose all property,real ana personal,owned by the decedent jointly
with ttnother or others,including intangibles,standing in the name of the decedent and others.List
real estate first,as entireties,or joint tenants,giving brief description,as indicated tmder Schedule
"A",plus the date and place of record of instrument effecting vestiture,but do not include entireties
or out of state real·estate value in estate valuation column.Personal property should be listed as in
Schedule "B",plus date of acquisition,and the name,address and relationship (if any)of co-~wners to
the decedent.
Description of Property,Date of Acquisition,Name I unit
Address and Relationship of Co-Owners,and Place I Value
of Record of Instrument,where Real Estate.I
percentage Estate
Share Valuation
DEPARTMENT VALUATION
CAUTION-Do not IVrite
In This Space.
Value of Value of
Entire Decedent's
Estates by the entireties:[)t.J
Personal Account Western Penns lvani
National Bank,New-Eag~e Office,
account number 042-366-153 in1the
name of Lawrence A.Lorenzi of Della I
M.Lorenzi
Garage Account Western Pennsylvania
National Bank,New Eagle Office,
account no.181-857-094 in the name
of Lawrence A.Lorenzi or Della M.
Lorenzi
Saving Account Western Pennsylvania
National Bank,New Eagle Office,
account no.189-992-313 in the name
of Lawrence A.Lorenzi or Della M.
Lorenzi
1965 Sedan Deville Cadillac
One story brick house and garage,
Lots 1345 and 1346,in Part 3 of the
West Monongahela Plan of Lots,front ng
Sv.camOEe Street.Deed Book 833,pag41.
Irregular Plot,Sycamo~e Street,
95.66 X 50 X 92.30 X 121.76 X 90 ft.
See Deed Book Volume 1036,page 192.
783.0
4,345.0
4,110.5
22,500.0
Property Interest
Insert this total opposite "Jointly Owned Property",Schedule"E"
in the "As Reported"column on the last page of this return.
'I
•
•r
..'.~,.
.. .~_J
..,
.,...
..4'"
RCC-37 (12-63)
"COI\1l\tON\\'EALTH OF PENNSYYLANIA
TRANSFER INHERITANCE TAX
RESIDENT DECEDENT
tI .....
SCHEDULE "D"
BENEFICIARIES
...,(..
,RELATIONSHIPBENEFICIARIESANDADDRESSESOfstep-children or SURVIVED DATE INTEREST OF(State full names and addresses of all who illegitimate children DECEDENT OF BENEFICIARY
have an interest,vested,contingent or other are involved,set STATE YES IN ESTATE
wise,in estate,)forth this fact.)OR NO BIRTH
.'.~
Della M.Lorenzi
4th Avenue and Sycamore Sof •
New Eagle,Penna.··15067 Wire Yes Whole
\
(
Deponent further says that all the above-named beneficiaries are liVing at this time except below:
NAME DATE OF DEATH RESIDENCE
L"
-----
~[ATTER OF THE APPRAISEMENT
(Executor-Administrator II l
must complete "As
Reported"column #1.)
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~
ESTATE OF
REPORT AND APPRAISAL•~l,.'_<'I
OF THE
...LAWRENCE A.•...LORENZ.I .
Deceased
Late of ..New.Eagle
Commonwealth of Pennsylvania
County of .w.p.!?11:j,P9:t.OP.............,
Will (
Administration .~
....
~
.,
\9
';
l\
RCC-Bl (2-64)
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF COUNTY COLLECTIONS
INHERITANCE TAX DIVISION
NOTICE OF FILING OF APPRAISEMENT
DELLA M.LORENZI
IN YOUR REPLY PLEA8E
REP'KR TO
37-164-4
/
In Re:Estate 0 f IA---,;y_JR_E_N_C_E_A_._L:..,:O.:;RE=N.=Z.=I _
______---=t..:.:.vA.:...:S...;;,H:..:;I::.:N~G..=.ro;:..N~County -File No.
Dear Mr$.Lorenzi:
63-68-1505
You are hereby notified that the otiginal
appraisement in the estate of Lawrence A.Lorenzi
has been filed in the office of the Register of Wills qf Washington
County on September 22 ,19.22..Said appraisement reflects·the
following valuations:
Re alEst ate _--'--=1:.:0~,..=.0..:..00~.0;.;0::..-_
Personal Property ~9~,~4~5~3..=..=1=1~__
Transfers ,..,...,................~......--_
Tota1 ..,..---.:.._1..;..9~,4...;.5;..;3~.11_·__
As to such ~ax that is paid within three months·from date of
death,a five (5%)percent discount is allowable.As to any ~ax 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 S_e.;!;p...;.t...;;,e:..:;mb;:..e-,-,r,,--2~2;;..o'<-..,;;1;;.:;9...;.6-<.9 _Si~ned,,dI£'~ee ~
Title W.R.CHANEY,C"F APPRAISER
DATE OF DEATH:November 15,1968
Note:This is not a bill.
RCC-39 (!l-66)
COMMONWEALTH OF PENNSYLVANIA
TRANSFER INHERITANCE TAX
RESIDENT DECEDENT
SUMMARY
Estate of LORENZI,DNWRENCE
(Last Name)(First Name)
A.
(Initial)
DATE OF DEATH 11-15-68 FILE NO.63-68-1505
REPORT OF INHERITANCE TAX APPRAISER
I,the undersigned duly appointed Inheritance Tax Appraiser in and for the County of W._a_s_h_i_n-=gto=----_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:_---:-09:;---;2;-:2;---769-:.-_
11-15-68 Me ~tk~{'/'INHERITANCE TA APPRAISER
REPORT OF THE REGISTER OF WILLS
I,the undersigned duly elected Register of Wills in and for 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 greater or lesser amount represents the sum
allowed as a deduction.
Dated:_
REGISTER OF WILLS
VALUE AS REAPPRAISED
$-------+--1 ()()()())()
9~453 11
19,453 11
IO.OOu uu
9.l..'i1 11
19.453 11
VALUE AS REPORTED VALUE AS APPRAISED
$$
INVENTORY p
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 01)'$---------4---A
Taxon $~
Tax on $5%
Tax on $10%
TUM$1~
Exemptions *
Total Estate ---1__
TOTAL TAX
COMPUTATION OF TAX
$--------+---
$---------+--
$-------+--
$--------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%fro~_____to $----1
AMOUNT OF ESTATE TAX ASSESSED $-------lL-
Estate tax paid $---JL-
BALANCE DUE $--__~~
Add interest at rate of 6%from
------Ito-----$---------lE".,-TOTAL TAX BALANCE $--_-----1'
PAID $---1
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 Year .
IN THE
MATTER OF THE APPRAISEMENT
OF THE
ESTATE OF
.....~J\~:ENG~A.~r,..()ft~N~J .
Deceased
Late of ...N.EW ..E.AG:4E .
County of JvA.S.H..ING:TO~.
Commonwealth of Pennsylvania
REPORT AND APPRAISAL
,...
,;
:.....,!
,;!
I
I
Fonn RCC-}
September 22,1969~.COMMONWEALTH OF PENNSYLVANIA DATE .............................................................................................................
oJ)EPARTMENT OF REVENUE RESIDENT INHERITANCE TAX ......................:v.{9.:.~.h~.!)~..9.p..................................BUREAU OF COUNTY COLLECTIONS ..>C~UNTY...APPRAISEMENT
FILE NO...................??::::.?~::::.~.~.?..~..........._........................HARRISBURG.PENNA.17127
Whereas,....................................~~~.~!~~.~....A.~....~?!.:.~.~.~.~...............................................late of ..............................~.~.~....~~~.~:..................................................
in the County of ....................................W~§.hIDgj;..9.n ..................................................................Commonwealth of Pennsylvania,having died on
the ...................J.5.....~.h...........................................................day of ....................N.9.y~mp..~r...............................19....~?..,seized and possessed of an estate
subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania;
Therefore,I,.........................................W.!.R.~.....G.h.~P.:~y.......................................................,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 transferinheritancetaxesatthelawfulcollateralrateonanysuchfutureinterest.
Unit AppraisementDescriptionofAlletValueaMadeforInheritance
Tax Purpolea
$
REALTY:
All that certain piece or parcel of land sitaute in
the Borough of New Eagle (formerly Carrol Twp.)
Washington County,Pa.,known and desiganated Cj.s the
Northerly one-half of Lot Number 83 in Plan of Lots
Laid out by Horton Black and Mary Boggs,said Plan of
Lots being known as 11 Bellewood"adjacent to Monongahela
City,which said plan is of record in the Recorder's
Office of said Washinr.:ton County,in Plan Book Vol
1.~e 40.10,000 00
PERSONALTY:
New Eagle Investment Club Membership.4,153.11
1966 JeeD 1,300.00
Filling station inventroy.4.000 .00
9,453.11 9,453 11
Total 19,453 11
formft;:':fhbJ:~::rh~W~~~~::~:;o~e~~;~~~§rai=~~~t~~~
Appr r..............................2~......................................................................................................................~~"..?/'~:.:;')=.Penna.
-
WASHINGTON County
RESIDENT INHERITANCE TAX APPRAISEMENT
Estate of
.........................................:L.AWl:l~~.:l!;A.:..~~9.l:l.:E,.~~.~.
Deceased.
Late of
NEW EAGLE'
Date of Death,.N.9.y.~Q.~.:r.J5..L.J.9.9.~.
Appraisemellt Docket Vol.,?..!...
Page,).,.9.4:::-.4 No t'>.J.:::-.~.~:::J::2.Q2 ..
Filed in Register's Office,$..~?P.t..~??..L ..19 9.9.
Amount of tax due,$..
DEPARTMENT OF REVENUE
Received,
Examined and Approved,: · ·..··¥va"·o·o..tWHHJ1HSV/A
Wrote abo.ut Appra.isement,S.1'U~...::iO 1i3iSl~3~
ONilioqif~-n3SSn~.................................................................................................................................
Appeal t,.om Appraisement,'[Z"'..Jf"\.\~
.~':'.
Entered aml charged,,.
9".....~,
t Z .d3S 69,
'G'3.··'-1'~,,J ....,
.'-
-
f.1.
DEDUCTIONS ALL7.D "iN,'.,J
'"'""0'(jfF.p~
D E APPROVED.. "y!!p,tJiNSTATEMENTOF'DEBTS
AND DEDUCTIONS
"OFFICE OF THE
REGISTER OF WILLS
"'Form ~C·10-;It6.-~.
OF Washington COUNTY
AND AGENT OF THE COMMONWIiA!"''''H
..•1,.£--r-~t5
;
ESTATE OF LAWRBNCE A.LORENZI LATE OF New Eagle.Washington County.Penna.
DATE OF FILING APPRAISEMENT June 26.1969 DAn;;OF D~TH November 15,1968
'..
DATI!NO.OF NAME OF PAYEE REMARKS AMOUNTVOUCHE'1Il
196~.
11 1"·GUttman SuP})ly Ser~ice station sUDDlies I~129 30
"Gaso).!~e PU~!1a balance1115coen01.1 due 1 .4gt;02_.--!.
11 is R.Meucci pay endina 11.16-68 22 50--
11 18 A.Jubick Pay endina 11..16.68 60 00
11 18 A.Christina Pay endina 11.16.68 33 15
11 18 st.Anthony Church Funeral IDaSS 25 00
11 22 National Ambulance Co.Ambulance service 2S 00
11 25 West Penn Power Co.Blec~ric bill tot filling '1'7 97"-n
11 25 Eauitable Gas Co.Gas bill tor filling statlor 9 18
11 2,c:;eo................,a Gas Co.GAS bill..12 12
11 25 West Penn Power Co.Electric bill.house 17 48
Telefhone bill,service 161125BellTe.eDhone Co.stat on 36
11 ·2S Guy A.Rogers Travel fel:clerk 1S 00
11 26 Washington County Reports AdVet'tlsino Letters 14 00
11 30 Kln~&M*11enauer SEr vice station supplies 6 85
d ,oloo 60
11 30 camt>ana Funeral Home Funeral A )..._-..........
11 30 The Daily Republican Advertising ..~2 00-_.
11 30 Kaufmasmts Pu~chases prior to death 86 58
11 SO Horne's purchases prior to death 68 24
12 6 Ward Van Parts.Inc.'Se~vice station supplies 14 OS
12 17 March Tire Tire••~illing station 454 89
1!~9'7 --'A F1 Fu ,.OS 00
4 18 James J.Fellin,c.P.A.Accounting fee tor 1968 225 00
S 6 Kurtz Monument Co.Headstone -345 00
i -6 26 Russell Marino,Register:Filing Inventory and 13 00
I
(C<Jtn'INUBD )
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF WASHINGTON.DaLA N.LORENZI
I.'HEREBY CERTIFY.THAT.TO THE BEaT OF
MY KNOWLEDGE AND BELIEF.THI!FOREGOING 18 A JUST AND TRU II:STATEMENT OF DEBTS.FUNERAL EXPENSES AND EXPENSd 01"
ADMINISTRATION SUBMITTED TO THE ESTATE OF LAWRENCE A.LORENZI,DECEASED,AS DEDUCTIONS P'OR
INHERITANCE TAX PURPOSES.
AND AGENT OF THIt COMMONWIiALTH
,
•OFFICE OF THE
REGISTER OF WILLS
OF WASHltOttJf COUNTY
....
'STATEMENT OF b£BTS
AND DEDUCTIONS
""
(CX1I!INUID)
DEDUCTIONS ALLOWED ~'l •.
THE SUM OF c..i 7.'~.r
OAT APPROVED ..~.~.~.1.~.lO
Regiller 01 Willi,Ag••t
ESTATE OF UWAINC8 A.LOIINZI LATE OF _
DATE OF FILING APPRAISEMENT DAT5 OF DEATH _
DATE NO.OF NAMIi OF PAYEE REMARKS AMOUNTVOUCHC"
It:In Pael w.Neleem.NOtaw Nota_v'••a 00
-t.ft 1~1.~e Da11y Repub11can
'1'..~wv.~dvert1s1ng Letters 12 501024..........H..Rot::alftua --"1 f ....,.66
A .....-~~--.-'J~..-
f_A ~1'?...?6 ~.3S-
a'~"/%e;:7J-.-'~-...L/7~.J7 ,lp IJ.()
.:A - -
~I
./:)~rJjy~~:'I~·~vf(~~~~~~~~A ~~S'J~'.'-'"
-
,
COMMONWEAL.TH OF PENNSYLVANIA }
COUNTY OF 8.:
I,HEREBY CERTIFY,THAT.TO THE BEar OF
MY KNOWLEDGE AND BELIEF,THE FOREGOING 18 A JUST AND TRU E STATEMENT OF DEBTS,FUNERAL EXPENSES AND EXPENtn:s OF
ADMINISTRATION SUBMITTED TO THE ESTATE OF -------DDECEA8ED,AS DEDUCTIONS FOR
INHERITANCE TAX PURPOSES.
______________________IL.S.l
SWORN AND SUBSCRIBED BEFORE ME THIS ",gDAY Of"
-----18 __
--
-'
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