HomeMy WebLinkAboutOC1969-0150 - ESTATE OF MACHALA1;'---------
Fonn No.RCC-62 (12--56)THIS FORM REQUIRED IN ALL ESTATES WITH GROSS ASSETS UNDER 110,000.UNDER SECTION 701 OF ACT OF JUNE 16.1981.
EFFECTIVE JANUARY 1.1962.(FILE IN DUPUCATE WITH COpy OF WILL ATTACHED)
OFFICE OF THE REGISTER OF'WILLS
County of W~~~J..I,lg:t.q~.
..eI9~.F;:PR .4.-..J.Y4\~~~'of 55o?~.lf91D'p':;JP.~..f\x~.•.'..J;>9.119r.s".'p'f)._•.l5P33
(Name)(Addresa)
being duly ~~Qrn .according to law,deposes and says that he is the h_e_ir _
Annie Machala a/k/a .(Exec.,Adm.,Legatee,Etc.)
of the estate of Anna_.M.a.c.hala ...whose last residence was 5...5..2 ThQmp.sQn __Av.enu.e..,._
(No.)(Street!
J?_Q~_<?.~_E!'c-----------.deceased,and that the whole of the estate of said decedent,who died.__cL1Jl'y-..?J,----l9.6'7
(City,Borough or Towns:,ip)([;j~
consisted of:
REAL·PROPERTY
REAL PROPERTY IN PENNSYLVANIA,WITH .sTATEMENT OF MORTGAGE ENCUMBRAN~ES UPON EACH PARCEL AT DEATH OF DECEDENT"
WHERE PROPERTY HELD AS J')INT TENANT OR TENANCY BY El'i"TIRETIES.GIVE NAMES.ADDRESSES AND RELATJONSHIP OF OTHER OWNERS.
Real Estate Estima~~V}}1e
Lot No.32.Block 12.in the BorouEZh of Donora.situate on ;%7.9.~-AOoci.oo
the east side of Thompson Avenue,fronting twenty-two (22)feet
on said Thomoson Avenue and runninEZ back even width a dist.J:lnf'.A
of One Hundred (100)feet to Linden Alley.
Being the same lot conveyed to John Machala and Annie ,
Machala,his wife,by deed of Gabriele Zeffiro and
Gabriela Zeffiro,his wife,dated April 12,1915,and recorded
in the Recorder's Office in Deed Book 421,Page 434.John
Machala died on March 16.19u3 and title vested in Annie M~chal~
(There is a two-story frame house on this lot which
together is assessed at $1650.00.The house is badly in need
of repair,),
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 accountI account number and the exact name or names in
which the account is registered.
J
4
Jointly Held Property Estimated
Value -..~...r..~.......,.....
~..,".~NONE .,..-~,-
,.,•.~~,
.'
,.
,
Transfers within TWO YEARS Prior to Death
NONE
•(.e ,t ,
-.t .-
>.
t
-..'0\-,
l .".•(,l ,
:,t
That at the time of death there was no safe deposit box registered ih decedent's individual name,or join~ly with,or as agent or deputy of
another,or in decedent's individual name,with right of a<;cess by another as agent or deputy,with the exception of the follo-Wing:-
."r .
NAME AND ADDRESS OF BANK OR OTHER INSTITUTION THIS SAFE DEPOSIT BOX RENTED RELATIONSHIP OF JOINT
IN WHICH DECEDENT RENTED A SAFE D'EPOSIT BOX IN NAME OR NAMES OF HOLDERS 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
Joseph A.Machala Son Yes l/~
Edward Machala Son Yes 1/1
"Kar1 Machala Son VAA ,/~
-The above three sons reside
at:552 Thompson Avenue
Donora,Pennsylvania
15033
I •
RE~DENT DECEDENT DEBTS AND DEDUCTIONS CLAIMEDNOT~-:List first five items in Hie spaceS-so provided,observe notations thereon,aJtd instr'J.ctions.
,.----=D::..:E=..:B::..:T=----=o:.=R.:........::C.==.,:..:A::..:.IM=---_~~-_..,....-_~~--=..:N::..:.A:.=T--=U-=.R:;:E;--=-O.::.,F;-;S;=_=A::..:.M~E----,-....__=-..,....----=-=A=M::..:O:...:U:...:N:...:..T=r__tRTHIS COLUMNMacikFuneralHom~iKEGISTE~ONLY
Funeral expenses paidDonora.Pa.$83600 $
~ecedent resided with three son~
who are named as beneficiaries.
Family exemption (will not be allowed unless
decedent died residing with a spouse or children.)1.000 00
AdlT\inistration Expenses *
Counsel fees •
Fiduciary commission *
OTHER DEBTS AND CLAIMS
(*)See Note below
Dr.H.J.Levin (unpaid medical
bill for services rendered
decedent).
1967 Ringgold School Taxes
1967 Washington County
Realty Tax
1967 Donora Borough Realty
Tax
Columbia Gas of Pennsylvania,
Inc.
Authority of the Borough of
Charleroi
West Penn Power Company
28 00
87 18 .
22 34!
36 30
113 03 .
.
18 70
78 23
-:.
Total 2,219 78
.
.p.???,~~~,.~~~I!-.~Y:~Y~~,~..~?~.~?,.,,...
(City or Town and State)
aI4~~·.5.5.~..~A9;n:lP'~~!)'.)\Y~!).~~,, , .
(Street Number)
Note:The estate agrees to ad\-ise the Register of Wills if the amount actually paid in settlement of any fee.·commission oi'debt is greatel'
""or less than the estimated amount claimed and alle'wed.'""';.--I"
.....""Subscribed and sworn to be:ore me this ..,18th',, .
"\-',.;,, '6
':......':'.....:"'.,.00 .....day of ...J,l:\.n~~y.....00 ..,19..9.
.......:.~.\.,:.J7t~.,~"~..
I ,My C:lmmission Expires February 28.1972
,Jonora,Washington County,Pa.
Having been d~y/~ceording to law,I do h:reb~ertif that the above appraiseme.nt is ~ade in conformity with law on this
..00 00 ..00 00 X:..;z.::;,_00 dayof,~,..~,-19~?'/7 ./
,~/L ~...~..~Jt:<
In the event that any future .nterest in this estate is t;'ansfelTed in possession 01'enjoyment teo COlla~heirS of the decedent after the
expiration of any estate for life 01'for years,the Commonwealth hereby expressly reserves the right to appraise and assess transfer'inheri-
tance taxes at the lawful collatea'al rate on any such future interest.
I,the undersigned duly elected Register of Wills in'and for......"County,Pennsylvania,do respectfully
report that [have allowed debts and deductions in the amo _s chlimed by deponen xcept as to those items where a greater or lesser amount
is set forth in the last co umn to the right in said schedul above,which greater or lesser a"t rep~e:;nts~umallo~edas a deduction.
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IN THE
FOll11 No,RCC-62 (12-66)
WillAdministration INo..Year ..' .
j',
,
\"
MATTE.R OF THE APPRAISEMENT .;..
OF THE
ESTATE OF
.*
I '1
ANNIE MACHALA a/k/a
.~~~..I~~~~~.
Deceased
~ate of Donora.................'.'.
(;:':\
County of ....l!V.B:I?~.i:~..ton ' ,................
Commonwealtl).of Pennsylvania
REPORT AND APPRAISAL
,
~!I\.
<'
</
s~o;u.;:.".'<';;:::?:J
C:·.,.'~'.::.J i I;",~~~.:J
"(-.I ~_.,t'.+,,1I.,;,J ~....1""4~:::.~
PAUL M.PETRO,ESQ.
215.Seventh Street
Donora,Penn~y1vania 15033
----------~------------:---------------------.......,I
RCC-81 (2-64)
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF COUNTY COLLECTIONS
INH~RITANCE TAX DIVISION
NOTICE OF FILING OF APPRAISEMENT
JOSEPH A.MACHALA Informant
IN YOUR REPLY PLEA8£
REFER TO 37-181-6
In Re:Estate of...,....__...:AN=N:..::IE...:.,-:MA:.:.,-:C:...:.H-A-LA-a::..:!./...,:k:!..../..=a-----
-".,_....--....-W,....A......:..;::H;....I..,..NG..;.·_T_ON County _File No.63-69-150
Dear Mr.lVlachala:
You are hereby notified that the original
appraisement in the estate of Anriim Machala a/k/a
has been filed in the office of the Register of Wills qf Washington
County on .,Fehl"llaq .4 ,19.i..9.Said appraisement reflects the
following valuati6n$:
Re~l Est ate _....-"---,-_-,-_--"3+,.lolQ~Q~O.....Q~O~__
Perso~a.l,Property --,.__
Transfers .,..----,---,.------_
Total ·...:-.....,....,--...,-...,--...,.~3,"'-,O~O::::;O::.;.~O~O __
As to such tax ·t~at is paid within three months·from date of
death,a five (5%)'percent discount is allowable.As to any \ax that
remains ~paiq after one year from date of death,interest at the rate
of six (6%)percent per annum is charged.
Any party ~n interest who is aggrieved by an appraisement may
appeal therefr9m as provided by law.
Date __----'F;....e;;.;:b;.:rua....::r;:;.~;ry~......4J;.,lt'-:-...;:1+9..;.69....,..,..,_-_Signed
Title W.R.CHANEY,APPRAISER~
DATE OF DEATH:July 24,1967
Note:This is not a bill.
---
RCC-39 (6-67)
..C-OMMO"rlWEAL TH OF PENNSYLV~NIA~
TRANSFER INHERITANCE TAX
RESIDENT DECEDENT
}fAeHAU,ANNIE a/k/a MACHALA,
FILE·#63-69-150
July 24,1967 '.'_.
SUMMARY
ANNA
FILE #63-69-150 fl.EPon.T OF L'lHERITANCF.TAX APPRAISER
I~the undersigned duly appoi~ted 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 forr-h
opposite each item in the last colt:.mn to the right in Schedules "A","B","c"and "E".
nated:~:~:~;fl~NH~X@A~
02-04-69Dated:
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 amount3
claimed by deponent,except as to those i terns where a greater or lesser amount is set forb
in the last column to the right in Schedule "F",which greater or lesser amount represents
the sum allowed as a deduction.
REGISTtR OF WILLS
VALUE AS REPORTED VALUE AS APPRAISED VALUE AS REAPPRAISED
$3,000.00 ,_$3,000.00 $_
INVENTORY
Real Property (Schedule A)
Personal Property (Schedule B)
Transfers (Schedule C)
J oint-Held Property (Schedule E)
rOTAL GROSS ASSETS
LESS nebts and Deductions
(SCHEDULE F)
CLEAR VALUE OF ESTATE
3,000.00
6 ·619.78=~_~_~!==:S::::,_
780.22 _,__
3,000.00
==2~.::=;21::f9=.7~8==.-
780.22
======:=
Valuation of life estar-es or
annuities . . . . . . . •$-----
.
ESTATE T~X ASSESSMENTS '".~------
CO~WUTATION OF TAXfORUSEOFREGISTERONLY
T ax on $________:'i%~_
T ax on $.®~.,...,.......,.,,.........-
Tax on ~780.22,,2%$__'_1_5_.6_0__
Tax on $.__lR%$
Exemptions (~,)
Total Esta"?t=e===:===:=
TOTAL TAX $_
Less tax previously paid $~====~==~===
BALANCE $--~---Less 5%of tax if paid within
3·months after death $======:=
(*)As evidenced by Charitable Exemption
Certificates issued by the Secretar~
of Revenue.
'.
3A;J:ANCE OF INHERITANCE TAX DUE St...---_
Ad,d interest at rate of 6%from
,t to $_
AMOUNT OF ESTATE TAX ASSESSED *_
Estate tax paid $_
BALANCE DUE *_
Add interest at rate of 6%fromto $_
TOTAL TAX BALANCE $_
PAID $
FOR USE OF REGISTER ONLY AD,JUSTMENTS
NOTE:Where subsequent adjustments are made to the above computation of tax by the
negister of Wills,for proper reason,same should be noted below,with short
explanation.
I
WAdill ..tr.~No ..mlms ation ~
IN THE
Year .
MATTER OF THE APPRAISEMENT
OF THE
ESTATE OF
........A.NN~..MA.Qffi\.L.A aJkja..
Deceased
Late of D.QNQRA ..
County of W.J\SI~INGTON ...
Commonwealth of Pennsylvania
REPORT AND APPRAISAL
,
"~;
I~
."......
BUREAU OF COUNTY COLLECTIONS
HARRISBURG,PENNA.17 127
Fonn'RCC-2
D~PARTMENTOF REVENUE (..~~-
COMMONWEALTH OF PENNSYLVANIA
RESIDENT INHERITANCE'TAX~
APPRAISEMENT
DATE X~p..~~:r::y.4.'.~?§.?,
COUNTY _~:J.g.~.h.~.~~g.~.
FILE NO...9.3..::.9..9.::.+.5..9.__..
Whereas,~!.!:!.!:~.~~~?~..~~~~/~.I~late of P..QI.1.Qr..~.
in the County of W!i!-.9.h.ingt.Qn Commonwealth of Pennsylvania,having died on
the ?4 t.h day of ~.~.y.19.§.7....,seized and possessed of an estate
subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania;
Therefore,I,._w.~.R.~G.h.qn~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 transfer
inheritance taxes at the lawful collateral rate on any such future interest.
Unit Appraisement
Description of Allet Values Made for Inherllanee
Tax f'urpOI81
$
REALTY:
Lot No.32,Block,12,in the Borough of Donora,situate
on the east aide of Thompson Ave.,fronting twenty-twp feet
on said Thompson Ave.,and running back even \vidth a distance
of One Hundred (100*feet to Linden Alley.
Being the same lot conveyed to John Machala and Annie
Machala,his wife,by deed of Gabriele Zeffiro and
Gabriela Zeffiro,his wife,~dated April 12,1915,
and recorded in the Recorder's Office in Deed Book 421,page
434.John 1'1achala died on March 16,1943 and title vested
in Annie Machala.3,000 00
I
:,,.,
Total 3,000 00
Penna.
............................WAS.HJ..NG.T.QN...............................COUtlty
RESIDENT INHERITANCE TAX APPRAISEMENT
Estate of
........................ANNJ.E MA.G.HA..M ~l.k/5L .
Deceased.
Late of
.....D.Q.NQ.F.~A .
Date of Death,~~y ?4.1.:L.~l~7..
Appraisemel!t Docket .Vol.,..37 .
Page,18.l~.6 No 9..3.~.9.9::~~.5...Q .
Filed in Register's Office,f~.lJ.!..~.~y.4...?...19 ~9..
Amount of tax d~(e,$.
DEPARTMENT·OF REVENUE
Received,
Exa"!-ined and Approved,.
Wrote abo.ut Appraisement,
Appeal j"om Appraisement,.
Entered and charged,.
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