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HomeMy WebLinkAboutOC1969-0091 - ESTATE OF GOMBOSH; IN THE ORPHANS' COURT OF WASHINGTON COUNTY, PENNSYLVANIA . . . . ~ ~ ~ •"" ESTATE OF S'IEPHEN P. GOMBOSH, ·Deceased. ) ~ NO_!f.Lot 1969, Os s·. ) ) PETITION FOR SE'J.'TLEMENT OF SMALL ESTATE AND FOR FAMILY lttOWANCE I TO '!HE HONORABLE, P. VINCENT MARINO, PRESIDENT JUDGE OF SAID COURT: The petition of Stephen Gombosh and Theresa Gombosh, respectf~ represents: 1. That your petitioners reside at !bo Heslep Avenue, Donora, Wash- ' ! ! ington County, Pennsylvania. 1 I 2. That y-our petitioners are the parents of Stephen P. Gombosh, who I di.ed on June 21, 1968, intestate. ! .) 3. That the said Stephen P. Gombosh, was never married and resided 1 with his parents, the petitioners hexein. ' ~ 4. That the entire assets of said Stephen P. Gombosh, at the time I( of his death, consisted of a 1968 OldsmobUe Sedan, Vanufacturers No. 3S439BH 'I ~~ 1$94$7, and a u. s. Government Bond, Series E $2$.00, No. Q300.S61$8. The ., . 1: automobUe beiDg a gift from the parents to their son, when he was admitted to I 1. practicing law before the Washington County Bar, in December of 1967. I· '· I S. ~t the said 1968 Oldsmobile has been appraised at a value of I 11 $2400.00, Exhibits A and B, and the $2$.00 u. s. Savings Bond is valued at ' I , •: $42.30 with the accumulated interest. j 6. That the funeral expenses have been paid and there are no out- standing obligations against decedent. 7. That your petitioners as stuviving parents are also entitled to claim the Family Exemption which they now claim. 8. That your petitioners desire and request that the award of said .I I U. s. Savings Bond and the 1968 Oldsmobile Sedan be made solely and directly ~ I to Stephen Gombosh. WHEREFORE, your petitioners, pursuant to .sections 202 and 211 of Fiduoaries Act of 1949, as Amended, pray your Honorable Court to award dis- tribution to Stephen Gombosh, of the Estate of Stephen P. Gombosh, without notice or appraisement, consisting of: u. s. Savings Bond, No. Q300561S8, Series E $25.00 issue and the 1968 OldsmObile Sedan, Manufacturers No. . 354398J0.59457. And they will ever pray, etc. / r I ' I ~ COMMONWEALTH OF PENNSYLVANIA ) ) COUNTY OF WASHINGM ) Before me, the undersigned authority, personally appeared, Stephen Gombosh and Theresa Gombosh, within named petitioners, who being duly sworn according to law, depose and say the facts set forth in the within petition are true and correct and they verUy believe. Swom to and subscribed before me this 24th day or January, 1969. !l I J ; ! CERTIFICATE OF APPRAISAL I, Everett Lynn, owner of a automobile repair garage of Webster, Rostraver Townsh:i..p, Westmoreland County, Pennsylvania, certify: 1. That I engaged in the business of repairing automobiles and 'trucks and of appraising values of automobiles and trucks· •. 2. That I examined and appraised the 1968 Oldsmobile Sedan, Manufacturers No. 354398~59457, owned by Steph~n P. Gombosh, Jr. and that in my opinion, the said automobile in its present damaged condition is valued about $2350.00. EvettJitUl EXHIBIT " A" :~ ·• • CERTIFICATE OF APPRAISAL I, Edmund J. Sedney, manager of Sedney Oldsmobile Incorporated, of Craven Heights, Carroll Township, Washington County, Pennsylvania, Certify: 1. That our automobile agency sold the 1968 Oldsmobile Sedan, Manufacturers No. 354398M159457 to Stephen P. Gombosh, Jr., which we were informed was a gift from his parents Stephen Gombosh, Sr. and Theresa Gombosh. 2. That our automobile agency has examined and appraised the said Oldsmobile Sedan and estimate the present value of said automobile to be the sum of $24oo.oo. . SEDNEY OLDSMOBILE INCORPORATED EXHIBIT "B" IN THE ORPHANS' COURT OF WASHINGTON COUNTY, PENNSYLVANIA 1 IN RE: ) ·ESTATE OF STEPHEN P. GOMBOSH, ~ NO. 71' ) of 1969, o. c. Deceased. ) ORDER AND DECREE PJLL .-t(. AND NOW, this f{~ dif-of January, 1969, upon consideration of the foregoing Petition and upon motion of A. v. Capano, Attorney tor the Petitioners, pursuant to Section 202 and 211 of the Fiduca.ries Act of 1949, as amended, the Estate of Stephen P. Gombosh, deceased, consisting of a u. s. Savings Bond, No. Q30056158, Series E $2.5.00 issue and the 1968 Oldsmobile Sedan, Manufacturers No. 354396J0.59457 is awarded to Stephen Gombosh, and it hereby' ORDERED AND DECREED that the u. s. Treasury Department pay the proceeds of said u. s. Savings Bond, No. ~300561.58, Series E $25.00 issue with accumula- ted interest to Stephen Gombosh, and the Pennsylvania Department of Revenue, Bureau of Motor Vehicles, transfer the title to the 1968 Oldsmobile Sedan, Manufacturers No. 354.398!0..594.57 to Stephen Gombosh. :\'o. RCC-62 (12-66) TH!S FORM REQUIRED IN ALL ESTATES WITH GROSS ASSETS UNDER $10,000, UNDER SECTION 701 OF ACT OF JUNE 16, 1961, j . JANUARY 1, 1962. !FILE IN DUP~~~TE WITH COPY OF WILL .ATTACHED) h ._3 _ c: f/, p / OFFICE OF THE REqiSTER OF WILLS \ County of .. Y~~~~~~~~. . . . . . . . . . . . . . · ........ ~~~~ .~?~~~~ ..... · .................... of ~?~. ~.~~~~1?. ~~.~~~ .~C?~?.l!i.' .. ~~~~~~.~~. ·· .. (Name) (Addresa) being duly ---'-~~~------------------------.according to law, deposes and says that he is the _________ ~~---------_...,., ____ : ________ ___ ., ., Legatee.~) of the estate of -~~..2~~--Q~~~h'---~~!-------------------whose last residence was ---~~Q __ !:~~~~l?--~~~~'-------------------------!No.) (Street) P_?_~?.,~--------------------------------------·deceased, and that the whole of the estate of said decedent, who died ---~~--g~..t--~~--!Cicy, Borough or Township) (Date) consisted of: REAL PROPERTY REAL PROPERTY IN PENNSYLVANIA, WITH STATEMENT OF MORTGAGE ENCUMBRANCES UPON EACH PARCEL AT DEATH OF DECEDENT, WHERE PROPERTY HELD AS JOINT TENANT OR TENANCY BY ENTIRETIES, GIVE NAMES, ADDRESSES AND RELATIONSHIP OF OTHER OWNERS. Real Estate Estimated Value NONE ' Personal Property NONE 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 100Shares Issued to Stephen Gombosh, Jr. and Gombosh as Jt. Tens. W & not as tenants in Com. 100 @ $11. so total euso.oo -one-half Transfers within TWO YEARS Prior to Death NONE <·-\ Estimated Value I $575.00 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 Stephen Gombosh father yes of age all Donora, Fenns.ylvania - ENT DECEDENT DEBTS AND DEDUCTIONS OLAI!'tlED List first five items in the spaces so provided, observe notations thereon, and instructions. DEBT OR CLAIM NATURE OF SAME AMOUNT THIS COLUMN --------~----~-------------.--~~~.--fuEGISTERONLY OTHER DEBTS AND CLAIMS Funeral expenses paid Family exemption (will not be allowed unless decedent died residing with a spouse or children.) Administration Expenses * Counsel fees * FiduCiary commission * ( *) See Note below Total Note: The estate ag!·ees to advise the Register of Wills if the amount actually paid in settle or less than the estimated amount claimed and allowed. Subscribed and sworn to before me this ..................... . $ 1485 00 $ . .. ~ ... ~~~.P. !I:"~P.~ ........................ . (Street Number) ... ~?~l?~ .•. ~~~~~~ .................... . (City or Town and State) In the event that any futu1·e interest in this estate is transferred in possession or enjoyment to cofta raJ heirs of the decedent after the expiration of any estate for life or for years, the Commonwealth hereby expressly reserves the right to appraise and assess transfer ·inheri- tance taxes at the lawful collateral rate on any such future interest. REPORT OF THE REGISTER I, the undersigned duly elected Register of Wills in and for.. ~ <:2. County, Pennsylvania, do respectfully report that I have allowed debts and deductions in the amo s'claimed by deponent ept as to those items where a greater or lesser amount is set forth in the last column to the right in said schedule a ove, which greater or I er am~presents the s~lowed as a deduction. Dated: .~~4.~f:cf.?.:.. .. ... .... . ..... /~«. ....... ~~ ......... . Register of Wills ,· Form Xo. RCC-62 (12-66) Will Administration \No. ·-· ....... Year .. · .. . IN THE MATTER OF THE APPRAISEMENT OF THE ESTATE OF STEPHEN GOMBOSH JR • . . . . . . . . . . . . . . . . . . . . . . . . -~ ............ . Deceased Late of ... nOW& ..................... . County of . WAS~1PK ................ . Commonwealth of Pennsylvania REPORT AND APPRAISAL ., I .... J ~ I) :.. ,-,-. _ _. I .. • -_J <J) -, ' '--' -. ,.) w ........ A .. V. CAPANO .. 0 _,.... , . "· ~ .. ' -· ~- 4 .·· RCC-81 (2-64) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS INHERITANCE TAX DIVISION NOTICE OF FILING OF APPRAISEMENT IN YOUR REPLY PLEA8E RIEP'IER TO 37_192-4 In Re: Est ate of ____ .,!O::S~TE=P~HEN=;::.__,GO=MBOS=::..:H:.:.oa~-...:J.:::R:..:.• ___ _ ______ __.!!W~AS~H!.!:I~N~G~T~O,!!N ___ County - F He No. 6.3-69-91 Dear Mr. Gombosh: You are hereby notified that the original appraisement in the estate of St~hen Gombosh, Jr. has been filed in the office of the Register of Wills qf Washington County on March 6 , 19~. Said appraisement reflects the following valuations: Real Estate ------------Jt. Held Personal Property ____ 5.c.~7~5...,.1.l10:.:.0:....-__ _ Transfers ___________________ ___ Total ______________ 5~7~5~00~---- As to such tax that is paid within three months from date of death, a five (5%) percent discount is allowable. As to any tax that remains unpaid after one year from date of death, interest at the rate of six (8%) percent per annum is charged. Any party in interest who is aggrieved by an appraisement may appeal therefrom as provided by law. Date ___ ~Ma~r~chM~6~1~1~9~6~9 _______ _ Signe~U£ a"'% C2 .. ~ Title W.R. CHAN1'Y, CHIJ!lF: APPRAISER DATE OF DEATH: JUBB 21, 1969 EITATE INSOLVENT Note: This is not a bill. J .... "'C.C•39 le-~7) ·-o~'MONWEAL TH OF PENNSYLVANIA TRANSFER INHERITANCE TAX RESIDENT DECEDENT GOlllBOSH, STEPHEN, JR. FILE # 63-69-91 June 21, 1968 SUMMARY FILE # 63-69-91 TtEPOI1T OF INHERITANCR TAX APPRAISER I, the undersigned # 63 Washington duly appointed Inheritance Tax Appraiser in and for the County of , Pennsylvania, do respectfully report that I have appraised property as reported in the foregoing return at the values set forth the last column to the right in Schedules "A"~ "B", "C" and "E". the real and personal opposite each item in 06-21-68 ~~ERITANCE J X APPRAISE~ 03-06-69 Dated: REPORT OF THE REGISTER OF WILLS I, the undersigned duly elected Register of Wills in and for Washington 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 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: 03-06-69 ~~~ REGISTtR OF WILLS INVENTORY VALUE AS REPORTED VALUE AS APPRAISED VALUE AS REAPPRAISED 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) 575.00 575.00 575.00 575.00 ======:= CLEAR VALUE OF ESTATE ---=Estat~_];nso=1v.:...e=n=t'----- Valuation of life estates or annuities ..•..... $ ___ _ ESTATE TAX ASSESSMENTS ~ ------ FO,R USE OF REGISTER ONLY COMPUTATION OF TAX Tax on $ ______________ __ (\. ~:) _____ _ Tax on $ ________ ~1JC'OCXO% ~------ Tax on ~ $ ------Tax on $ , __ 1~% $ _____ ~ Exemptions::;=======:=(':') Total Estate ------TOTAL TAX Less tax previously paid BALANCE Less 5% of tax if paid within $ ____ _ * =====""'·-$ _____ _ 3 months after death $ =======- i3ALANCE 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 (':') As evidenced by Chari table Exemption Certificates issued by the Secretary of Revenue. $ ______ , $--~--- $ ______ _ $ ______ _ $ ______ _ $ NOTE: Where subsef]uent adjustments are made to the above computation of tax by the Itegister of Wills, for proper reason, same should be noted below, with short explanation. Will Administration ~ No. IN THE Year ........... . MATTER OF THE APPRAISEMENT OF THE ESTATE OF STEPHm GOMBOSH, JR. ········· ...... Deceased Late of ...... . DONORA County of WASHINGTON Commonwealth of Pennsylvania REPORT AND APPRAISAL t i Fonn RCC-2 COMMONWEALTH OF PENNSYLVANIA March 6--i969 DATE ............................................... 1. .................................................. . ... • DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS HARRISBURG, PENNA. 77 1 2 7 RESIDENT INHERITANCE TAX APPRAISEMENT COUNTY ................ W..~~.h~P:~.QA ............................. . FILE NO .................. 63.~.6.9.~.91 ........................................ . Whereas, .............................. ~.~.~P.h.~~ .... Q:Q~9..~.h.~. .... ~.:r..~ ................................................. late of ............................. P..~~.~~.~ ........................................................... . in the County of ......... , ............................ ~~~.h.~~.~ ............................................................ Commonwealth of Pennsylvania, having died on the ................................... ?l .... ~.t. ......................................... day of ............... c!..Wl.~....... .......................................... 19 .. §~ ... , seized and possessed of an estate subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania; W.R. Chaney Therefore, I, ...................................................................................................................................... , an appraiser duly appointed according to law, having been designated to make a fair and conscionable appraisement of the said estate, and to assess and fix the cash value of all annuities and life estates growing out of said estate, hereby file the following appraisement: In the ever,t that any future interest in this estate is transferred in possession or enjoyment to collateral heirs of the decedent after the expiration of any estate for life or for years, the Commonwealth hereby expressly reserves the right to appraise and assess transfer inheritance taxes at the lawful collateral rate on any such future interest. Appraisement Unit Description of Asset Values Made for Inheritance Tax Purpoaes $ JT. HELD: 100 shares common Bittsburgh Screw and Bolt Corp. Issued to Stephen Gombosh, Jr. and Stephen Gombosh, as Jt. Tens. W'/R10 Survp. & not as tneants in Com. 575 00 ! Total 575 00 Estate Insolvent .:WA..S..Hl.NG.'J.'ON... .. ..... ... .............. county RESIDENT INHERITANCE TAX APPRAISEMENT Estate of ST~.J:l~ ... G9.~~~---~-~---···························· Deceased. Late of DONORA ································· Date of Death, .............. ~Wl~ ... ?l.,. .... l.9.9.$. ..................... . Appraisemel!t Docket Vol., ................... 37 ........................... . Page, ~9?.~4 ............................. No ..... ~)::~9::9~ .............. . Filed in Register's Office, ......... ~.<:.h.: .... §l-.. 19 .. ~.9. Amount of tax due, $ ................................................................... . DEPARTMENT OF REVENUE Received, Examined and Approved, Wrote abo.ut Appra.isement, Appeal fMm Appraisement, Entered and charged, .... J' . I c '