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Home My WebLink AboutOC1969-0777 - ESTATE OF MORI..... . .•. PETITION SUR AUDIT Testate Form} '• ... ·:;· IN THE ORPHANS' COURT OF WASHINGTON COUNTY Estate of ...... 'A'E.NO ... MQRl.,_~_lkl~ ... TE.NO ... F .•... MQR_I~--63-69-777 No .................................................................. . -~1.~/~--~~~Q ___ :f.~~--~Q~-~----···························-········· Fiduciary ..... ~~~~~-~~-~--~~-~-~-~---~~~~-~~-~~~-- Deceased Date of Date of Decedent's death ..... JY.~~---~--?_, ___ _1~_§9. ............................. Grant of Letters ..... J.~~-~--}Q_, __ )-_9.§.9. ............................ . This is the .................. ~-~~-~-~---~~~---~~~-~~-----·--·-············account filed in this estate If there have been former accounts filed in this estate, list file number or number and term ......... N.c;:m .. ~---·-············ Election to take Date Election Place of; Under ~will. (cross out one) Filed .................................. Record .............................. . . . Florence Mori Name of surv1v1ng spouse ....................................................................................... ~-----------------------------------------------------·· List issue, where material: Not material ' Did decedent marry after execution of will? (indicate) ~ No. Any children born after execution of will? (indicate) . ' ~-No. If answer yes, name them ................................................................................................................................ . ---------------------· .. ··---------------·---------------------------------------------------·-----------------------------------------------------------·----------..... ! ................................. . Leg.atees Relationship Interest Fiduciary, if deceased or not sui juris Florence Mori Wife Residue Sui juris List, if exceptions to above: Adeemed: Revoked: Lapsed: Abated: Give Cause: None If partial intestacy, give facts: None 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 account and of call of audit? Yes. XX-XX If any exception give cause: ................. .N~~~------------------- File copy of Notice and date of me iIi ng ................. --~ ~y~~~~-~---~Q_, __ .J 9.7..9. ...................................................................................... _. _ .. .. Is estate subject to the filing of a Federal Estate Tax Return? ..... Ye.s ..... --------------------------------------------------------------------- Actual payment made on Pennsylvania Transfer Inheritance Tax. Amount $--~~c.OO.O .. O.O ... (Pho.toc.ap.y. .. .af ____ _ receipt attached} If the Will makes any portion of estate subject to a life-estate, give name and birth date of life tenant ..... ~_Q!}_~------- Give Names and addresses of all unpaid creditors who are legally entitled to notice, together with the amounts of such claims; state whether they are admitted to be correct; and whether the claim is denied. None 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: None Balance for distribution per account, Itemize any additional debits not shown by account: Return of premiums paid on National Capital Life Insurance Company, Policy No. 1900273 $3,780.00 Total additional debits (Add) Itemize any additional credits not shown by John Seals (Accountant's fee) Certified copy of will account: $600.00 5.50 Balance on letters testamentary 19.00 Total additional credits (Subtract) Balance for distribution $ ...... }.~ 780.00 --------------·---------- $... 624.50 --------------------------------· $ .. 9.}-'-~-~9.!).~-----··----· $ ... 9.7..,_~}?._~_?_§ ___________ _ If balance for distribution is not in cash, list each item held in kind, giving appraised Value (or distribution Value); Cash .-. .;::. I ~ I . ·' . -...-:-"'· If Family Exemption claimed by Petition, give place of Record:-------~~~-~----------------------------------------------------------------- lf Family Exemption is claimed at audit, give name, relationship and basis for Claim:.f.'J9.+.~n~e ... Mo.ri~ __ 1-life_ 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: Florence Mori Residue COUNTY OF WASHINGTON, SS: COMMONWEALTH OF PENNSYLVANIA. The above named Fiduciary or representative thereof, being duiY------------~-~~-~~---------------doth depose and say that the facts set forth in the foregoing petition are true to the best oL .. b.e.r ..... ---·--·----·----knowledge and belief. -~-~~-~~--------------------------·--------to and subscribed before me this __ }_Q~-~---day of ______ N~.Y~~~-~-~-------------19 __ _1_Q S;gnoture of~~ Title of Officer _________________________ !-'fQ!;_~:;'Y. __ ;I?.~!:?J~-<; _______ _ Office expires------------------------------------------------------------------ WANDA CARRINGTON, tlnT4RY PUBliC CHARLEROI BORflUGH. Wr.s::iiiGrDN CCUNTY MY COMMISSIO/l EXPIRES AUGUST 19, 1912 And your petitioner will ever pray, etc. ___ 9zhe_.dfl~~-------------------Florence Mori, Executrix ~ l ~· - J . ; '"\ \ ; No. . ............. §J:-.§.9.::.7.Z7. ....................... . Estate of .. I~g~--~~-~~-'---~/~/~ ... '!~.~~---·· F. Mori a/k/a Teno Frank Mori ••.•.•••.•....•... t ...•.................................................. Deceased Fiduciary .. .f.1.9.;J;".~m_g_~ .. NQ.t;t_, ___ ~-~~-<;.~~-r.:i.x PETITION SUR AUDIT FROM WHERE DECEDENT LEFT A WILL Counsel of Fiduciary will submit herewith the following, in conformity with Court Rules adopted effective December 3, 1951, being rule No. 9: paragraph b-e; 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 Order 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 Will. 6. Copy of inventory and appraisement. 7. Proof of advertisement of grant of letters if not filed with account. 8. Certificate of liens in case any of the funds for distribution are from judicial sale of real estate. 9. Signed and itemized elections if any distribution in kind. 10. Copy of Federal Estate Tax return if es- tate is subject thereto. Woodward and Bassi Attorney ~2 "Vd '"0() NOl!JN\HSV!.\ SlllfA JO tl31SI~3B ON\B\"\'l lT:\:3SIYtl 2 2 \ Ud 6 2 J30 OL I G '3 ~, ' _-:) l" ' • ' . ) _,. IN 'l'HE COURT OF COMMON PLEAS OF WASHINGTON COUNTY, PENNSYLVANIA ORPHANS' COURT DIVISION IN RE: ESTATE OF TENO MORI, • 0 NO • 1969 -777 · a/k/ a TENO F. MORI, a/k/ a TENO FRANK MORI, deceased ( 0 • N 0 T I C E You are hereby notified that the First and Final Account of the above-named decedent has been filed in the Register of Wills' Office in and for the County of yashington, Pennsylvania, on September 23, 1970. You are further notified that final audit of said account will be made on Monday December 14 19 70 at 1:30 , _______ , ' , . o 1 clock P • M. in the Orphans Courtroom on the third floor of - · the Washington County Courthouse, Washington, Pennsylvania, at which time you are entitled to appear and be heard if you so desire• , · November 30; t?70 i . \ . WOODWARD AND BASS I bY. /s/ Melvin B. Bassi Attorneys for Estate I ' I f i• J I I. . ,. C!tnmmnuwralt4 nf Jruusyluauia.} !l!l. Dbts~ingtnn C!tnunty, KNOW ALL MEN BY THESE PRESENTS: Whereas, at Washington, m the County aforesaid on the 30th. day of June A. D. 19 69 , before me, Russell Marino , 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 Tene M&ri,A/K/A Teno F. Mori,~/K/A Teno Frank Mori late of Bereugh ef Charleroi in the County aforesaid, deceased, (a true copy whereof is to these presents annexed), was duly admitted to probate; and rix Flerence Meri the Execut~ m said Will and Testament named, having appeared before me and taken and subscribed the oath of office prescribed by law; ::--JOW, THEREFORE, I, Russell Marino , Register as aforesaid, do grant these LETTERS TEST AMENT AR Y, unto the said committing unto Flerence Meri 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 o( 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 30th. day of June in the year of our Lord one thousand nine hundred and Sixty Nine cJ ' ...................................... ~/.?~ Register / r--~- .• :. ! I i ~ ll-3 "' ... !CD ... i::S "' :• 4-1 t= !~ '" t !. (/) el H -1 , ..... )> "' I -1 t= "' '" ... 0 ra 1 '11 a : "' = ... ra 4-1 s= ( W ILL = = = = I, TENO MORI, of the Borough of Charleroi, \l!ashington County, Pennsylvania, being of sound and disposing mind and mem;r~, ·hereby make, publish and declare this to be my Last Will a.nd Testament, revoking any former Wills by me heretofore made. lst. I direct that my just debts and funeral expenses be I promptly paid. 2nd. I give, devise and bequeath all of my property and estate to my wife, Florence Mori, if she shall survive me, for so long as she shall live, or until she remarries, with the right to consume any or all of said property and estatee 3rde If my said wife shall predecease me, or upon her subsequent death or remar~iage, I give, devise and bequeath all of the rest and residue of my property and estate to my two children, William Teno Mori and Roland Robert Mori, in equal One-h&lf (l/2) shares and proportions. 4th. I constitute and appoint my said wife, Florence Mori, to be Executrix of this Will and I expressly authorize ' i I I I \ her to sell, mortgage or otherwise dispose of or encumber any I . I I and 1 all of my real estate. If my said wife shall not survive me, then in that event I constitute and appoint Elmer Mori of I I i •: ::: :; ~::~ 1: ~n: :Y ::a:::, E::: u:::: ::1:::9 C ::: :w::: :f h::: :~o rn la , I authorize said Executors to sell, mortgage or otherwise dispose of or encumber any and all of my real estate. 5th. If my said wife shall not survive me, I constitute and app6int said Elmer Mori and Mrs. Roland Cresswell to be the .. _.... ... -.. _.,. -_.. ~-.---·.--..... ~-· .. , . _,.__,_ --------~ -. . -....... .. . ,.,.,. -----.. I ... . ~uardians of the estates of my two children, William Teno Mori an Roland Robert :iviori, and I expressly authorize said Guardians to sell, mortgage or otherwise dispose of or encumber any real ~ estate which they may at any time possess or have as Guardians. If both myself and my said wife shall not live until my tt-TO children attain the age of Twenty-one (21) years, I constitute and appoint said Elmer Mori and Mrs. Roland Cresswell to be the quardians of their persons as well as of their estates, provided, ho\..rever, that my said children shall live together and under the same roof until they reach their respective majorities. WITNESS my hand and seal at Charleroi, Pennsylvania, th:i.s ~~ ~~ day of May, 1955. Signed, sealed and by the Testator published and declared to be his Last Will and Testament in the presence of each of us, who at his request, wit- ness the same: """ IN THE ORPHANS' COURT OF WASHINGTON COUNTY, PENNSYLVANIA MELVIN B. BASSI ATTORNEY AT LAW CHARLEROI. PA. IN RE: ESTATE OF TENO MORI, a/k/a TENO F. MORI, a/k/a TENO FRANK MORI, deceased. • • • • PETITION TO CONTINUE DECEDENT'S BUSINESS 0 THE HONORABLE, THE PRESIDENT JUDGE OF SAID COURT: The Petition of Florence N. Mori respectfully represents: 1. That Teno Mori, a/k/a Teno F. Mori, a/k/a Teno Frank ori, died on June 25, 1969, testate, a resident of the~Borough of harleroi, Washington County, Pennsylvania. Letters Testamentary n the estate of said decedent were granted to your Petitioner by he Register of Wills of Washington County, Pennsylvania, on June o, 1969. 2. There appears attached hereto and made a part hereof true and correct copy of the Last Will and Testament of the ecedent, in which Florence Mori is named as the Executrix and rincipal beneficiary and William Teno Mori and Roland Robert Mori, he only two adult sons of the decedent, are named as alternative eneficiaries. 3. At the time of the death of the decedent he was the ole owner of the Charleroi Refrigeration Company, which was a MELVIN B. BASSI ATTORNEY AT LAW CHARLEROI. PA. heating and re~rigeration business, which the decedent operated at 211 Fallowfield Avenue, Charleroi, Pennsylvania, as a sole pro- rietorship. In the management and operation of said business the ecedent was aided by your Petition from time to time, who believes sufficiently familiar with said business to be competent to anage it, especially since there are outstanding commercial con- racts and other assets of the business, which, if not diligently ursued,and~completed, could result in great financial loss to In addition, if the business is sold at the forced ale, only a fraction of the true value of said business could be ealized, since one of the greatest assets of the·business is the of its customers, which cannot be compensated for in a orced sale, more especially when your Petitioner shared with the ecedent that asset. 4. That the two sons of the decedent, William Teno Mori nd Roland Robert Mori, had been employed part-time and,'from time o time for several years prior to their father's death, and elieve that they ha~er~sufficient knowledge that they are capable f taking over the management and operation of the business as dvisors to their mother, Florence Mori. 5. That the continuance of said business under the name f Florence Mori will not prejudice the right of any creditor or -2- MELVIN B. BASSI ATTORNEY AT LAW CHARLEROI. PA. any other persons interested in said estate. Your Petitioner avers and sets forth that the total assets arising out of said business amount to approximately~e: nn. rt 2..~ '~ r ~ 6. There is attached hereto and made a part hereof consents signed and executed by all persons interested in the estate either as direct or contingent beneficiaries, acknowledging the receipt of notifica~iort~b~·the~E~ecutor of Petitioner ~f this Petition and joining in the prayer thereof and submitting themselves to such action as the Court may take. 7. That your Petitioner, by virtue of the facts herein ~lleged, is of the opinion that it would be to the best interest ~nd advantage of the estate and all parties interested therein that the said business be continued by the Petitioner as herein~ pefore set forth, subject to the approval of your Honorable Court. WHEREFORE, your Petitioner prays under and by virtue of Section 504 and the supplements and amendments to it and the Fiduciary Act of 1949, that she may have leave and permission to ~ontinue the operation of the decedent's business as a heating and ~etrigeration business as the same had been previously conducted py the decedent. . . . ' -3- MELVIN B. BASSI ATTORNEY AT LAW CHARLEROI. PA. "\;' AND NOW, this thirtieth day of June, 1969, the under- signed being the interested heirs, devisees and legatees in the Last Will and Testament of Teno Mori, a/k/a Teno F. Mori, a/k/a Teno Frank Mori, agree and consent to the operation of the Charlero· Refrigeration Company, a sole proprietorship, by Florence Mori, your Petitioner, and join in the prayer of your Petitioner. -4- MELVIN B. BASSI ATTORNEY AT LAW CHARLEROI, PA. COMMONWEALTH OF PENNSYLVANIA: SS: COUNTY OF WASHINGTON: BEFORE ME, a Not,ary Public, personally appeared FLORENCE 10RI, who, being duly sworn according to law, deposes and says ~hat the facts set forth in the foregoing Petition to Continue )ecedent's Business are true and correct to the best of her nowledge, information and belief. Florence Mori pworn to and subscribed before me his 3•tirlay of ~· 1969. Vyo ~) P~alic y Connnis s iQt)Bl&tpilt~~f: PROTHONOTARY • P. SEAL·:, MY ferm Expires first MondaY, .. -JANUARY, 1972 MELVIN B. BASSI ATTORNEY AT LAW CHARLEROI. PA. IN THE ORPHANS' COURT OF WASHINGTON COUNTY, PENNSYLVANIA IN RE: ESIATE OF TENO MORI, a/k/a TEUO F. MORI, a/k/a TENO FRANK MORI, deceased. . • DECREE AND NOW, ::this thirtieth day of June, 1969, upon con- sideration of the foregoing Petition and upon motion of Melvin B. Bassi, Esquire, Attorney for the Petitioner, the prayer thereof is granted and Florence Mori, Executrix of the Estate of Teno Mori, a/k/a Teno F. Mori, a/k/a Teno Frank Mori, deceased, is here- by authorized and empowered to continue the operation of the heating and re~rigeration business known as tbeCharleroi Refrig- eration Company, a sole proprietorship, located at 211 Fallowfield venue, Charleroi, Pennsylvania, until such time as the same may e sold by the Executrix as part of the duties of her estate or other disposition thereof is made by such Executrix in the course of her administration and discharge of her duties. ct --nd YJo /o 11J v 11,,"-' s,·x >no YJ rh J ~ 74_~ tz ~ ~~~ 44·.:,-!~ l.o 3-{p9-717 1\ffi~autt ®f 1fxrrutnr ®r l\~mtutstratnr ~tate nf J.ruusylttttttht } QJ.nuuty nf llas~iugtnu !i!i: P II b f th d . d th "t Notary Public . d f "d >-..... ersona y e ore me, e un ers1gne au on y, a --------------------------------------------m an or sm ,_-~ ?') ": County and State, appeared f.J.Qr.~m~-~---:t-;l_c;u:;t ________________________________________________________ .. who, being duly ~C.""'O") "'-· sworn according to law, deposes and says that She is the executor or administrator of the es-~ i ~ tate of'J;_~~-'1---~~/r_,~-t---~f~l~ .. FT~-~-Q,:...f.;K .... deceased, that the foregoing schedules constitute a = c;;; ~ "M.or~, a 1.\. a eno rant\. nor~ T M . z ~ f:3 complete inventory and appraisement of the real and personal estate of ~-----~~Q ______ Q_~! __________________ , ~ ~ ~ deceased, except real estate outside the Commonwealth of Pennsylvania; that the figures opposite 25 5 ...... each item of real and personal estate in the foregoing schedules are determined and stated by the g§c:::.: <:3 :E ~ 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 .iidmtKixbtxbox. = ..... ::c 4 h ~~:~sworn an~~~~r~bed be 1 f 9 ore lO this ....... ~ ............... }07~~ .. ~ .. $.1~.~············· ···························· ·· ·· ················ //k:.W. Executor~r ... ... . . ................................................. . DDITIONAL INSTRUCTIONS 1. An inventory must be filed within three months after appointment of personal representative. 2. A supplemental inventory must be filed within thirty days of discovery of additional assets. 3. 1. Original and 2 Copies and 2 RCRI-34, Under $10,000; 1 Original and 2 Copies and 2 RCRI-33, Over $10,000, including Copy of Will; 1 Original and 3 Copies and 2 RCRI-33, Over $50,000, in- cluding Copy of Will and copy of Federal Estate Tax Return. REFERENCE FOR ADDITIONAL COPY Act of 1947 P.L. 513 Sec. 5.2, 72 P.S. 4844.2 ~Uttttttnry a~ 1\pprai!ltmtut of the goods and chattels, rights and credits which were of~~i~·~.M~~~/a:~f~~ci···~i~rikfMo.ri ..... tate of .... ~.~.~.~~gh ... 9.~ .... G.~.~.~.~~.~~~···················· Washington County, Pa., taken and made in conformity with the above affidavit. REALTY None PERSONALTY 1. Mori 1s Refrigeration, a sole proprietorship 2. Sale of assets of Mori's Refrigeration (August 15, 1969) Net Value - 3. Checking account at First National Bank, Charleroi 4. Savings Account No. 64-20679 at Mellon National Bank and Trust Company (Charleroi office) 5. Field Finance Company notes B 5567 $500.00 B 5568 500.00 B 5569 500.00 B 5570 500.00 B 5580 500.00 6. Field Finance Company security note FS375 7. Skid-control Purchasing, Inc. #B-8-DX-155 200 shares 8. Chriscraft Runabout Boat TOTAL '•· .. : .... DOLLARS c$ 57 ' 6 56 • 2 3 I 16,0001.00 356.41 7011.74 CENTS :13t/tf-- t. _3-G:-9-?77 ! { ~t, '1-VL -{__,-(~ Inventory and -Ltppraisement IN THE EST ATE OF Teno Mori, a/k/a Teno F. Mori, a/k/a Teno Frank Mori Filed 19 ........... . ...,. -.. -n .-1/'" ----! ::!f::::n· C) ,_.....--~ ~("1'1:.0 R ~:". (./"I ~..:.0_..,. '-. (/"> 0 c:: rr-"1 .. ..,._ ......--<!"' ·-~ ::::.: U1 (,(') rn ....,.~ .,._ z. --~ (1., -,-,. rr' r-· . _.,_) .,~ ~ 0 -.., . -\ :'"' r-~ C? 0 --· ··o ... ~ ... ~ ... 4l ...=:t-» :r: .;. 0 < ~-~ ~ ~-::::::.. ·~'-' _,.. IZ ~ ... -uro Lr'1 )>(/) en ...:. 1 ~~ I,!J~ 'r\7»} ~· . rr Woodward and Bassi ..,.._5 DW. 181-f-(f~ 311 ---------------=-----------------~ c. 3-" cr-7 7 7 1\ffillauit ®f ?.Exrrutnr ®r l\runiutatratnr ~tate nf Jruusyluauia { C!tnuuty nf 1llllasqiugtnu ) .n.n: P 11 b f th d . d th ·t Notary Public . d f 'd ersona y e ore me, e un ers1gne au or1 y, a ............................................ m an or sa1 County and State, appeared f.J.Q;t;_~n~-~-J1.Q.~;i,. .......................................................... who, being duly sworn according to law, deposes and says that She is the executor or administrator of the es- t t fr:t:_eno Mori afk/ a Teno F. d d th t th f · h d 1 t't t a e oNor-r;····a:tR"fa··-eYifo-·FranlCMcYi:"l.ecease ' a e oregomg Tsc e u ~s c~ns 1 u e a complete inventory and appraisement of the real and personal estate of ------~:9:9 ..... .9.~! .................. , 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 AdmtlR'is:brxbox. da Sw rn an~sugb~~~d before -]c)!_his ... A.~h ........... }-~--~~~---········ .. ............ .. .............. ................ Executor~"'t~r ................... ···········:.··· . :··· . .... ··················· DDITIONAL INSTRUCTIONS 1. An inventory must be filed within three months after appointment of personal representative. 2. A supplemental inventory must be filed within thirty days of discovery of additional assets. 3. 1 Original and 2 Copies and 2 RCRI-34, Under $10,000; 1 Original and 2 Copies and 2 RCRI-33, Over $10,000, including Copy of Will; 1 Original and 3 Copies and 2 RCRI-33, Over $50,000, in- cluding Copy of Will and copy of Federal Estate Tax Return. REFERENCE FOR ADDITIONAL COPY Act of 1947 P.L. 513 Sec. 5.2, 72 P.S. 4844.2 31nurutnry &ttll 1\ppraisrmrttl of the goods and chattels, rights and credits -which were of~6i{-~-~~~~~a·?f~~6-·J~~rikf.MO'r'f''""late of .... ~.9.;9~8h ... 9J. .. _g_~-~-;J~.;~~-----------------··· Washington County, Pa., taken and made in conformity with the ab011e affidavit. REALTY None PERSONALTY 1. Mori 1s Refrigeration, a sole proprietorship DOLLARS Net Value -57,656.23 2. Sale of assets of Mori's Refrigeration ·(August 15, 1969) 3. Checking account at First National Bank, Charleroi 4. Savings Account No. 64-20679 at Mellon National Bank and Trust Company (Charleroi office) 5. Field Finance Company notes B 5567 $500.00 B 5568 500.00 B 5569 500.00 B 5570 500.00_ B 5580 500.00 6. Field Finance Company security note FS375 7. Skid-control Purchasing, Inc. #B-8-DX-155 200 shares 8. Chriscraft Runabout Boat TOTAL 16,000.00 356.41 701.74 2,500.00 25,00l00 No va~lue 60Q.OO CENTS ' 1 STATE OF PENNSYLVANIA, WASHINGTON COUNTY, ~ SS: The within named Accountant being duly sworn according to law, deposes and says that the above account as stated is true and correct as ................ ~~~~ ................... verily believes. Sworn and subscribed before me this ....... ..4tb. ..... . day of ....... ···-~-~g~~~---······················· 19.!~ ...... . WANDA CARRINGTON, NOHRY PUOliC CI/ARLEROJ DOROU:;u, 1'/;'.!::::.:c, o:: CCUinY MY COMMJSSJGN EXPIRES AUGUST .19, 197 2 Warshington County, ss: ....... ........ ....... I 0'1 \0 I M \0 0 z r;.. 0 ril E-< ~ E-< Ul ril ; •: ~Z.!) oi r::: cu: E-1) tUi -..: ~: -..: "'1 .... ; •.-I ~ ~ 0 c cu E-1 .... 0 ....., ~ :::1 0. ~ "' "' "M ~ s.i ~ ::li ti! cu: oi ><! c: f4 cu: .;. E-1) .,..f: ~: tUi o: -..: •.-I ~i ~i ~ cui -..: ~ "'1 (.1! Ci .; ~ Q)! •r-1: r:: ~i ~i "' o: o: ~ t-1! ~! IZ.I IZ.Ij H r· i I .•~ I j ( ......... •7o \rn • .n .... I do certify that I have given legal notice ·to all persons concerned of the filing of the within account in the manner prescribed by Statute and Rule of Court, as evidenced by proofs thereof filed to No.J:?..J.~]_()-:. .. ?..'i..D........ . Witness my hand and official seal this .. .3~ ......... . day of ...... . ....., § .... :::1 0 ....., I 0 ~ :::1 Q) 0 :9 "' r-Dr "' ~ t:t 0 ....., .... "d 0 Q) •.-I .... ....., Cll ;:., 3 Pt! 3 54 ~ Q) 0 Q) til ·s Cll ~ Q) "' ... ... i8 0 N ~ ~ ....., 0 ....., ....., ~ ~ ~ t "0 RUCC:[•' :::1 ril \.,)..._; !....L .~-,\;\I f·J 0 0 c "' "d "' REGISTEH OF WILLS "' ~ ol ol ~ ... "0 WASHiNGTON CO .• PA. :a (]) ~ ....., ....., til "' . -~ "b'n ~ 0 Q) Q) p:: ....., ..c:l ~ ....., 0 8C::S 0 'g ~ ~ ~ ;::; J <J t'- "J ~ Cs '· ~ ..........::.. }..: ~ Q · D.lS !4-l U! UO!.lnq!J.lS!p JadoJd au!wJa+ap Ol palsanbaJ All np:::>adsaJ S! .lJnO) a4_L THE FIRST AND FINAL ACCOUNT OF FLORENCE MORI, EXECUTRIX OF THE LAST WILL AND TESTAMENT OF TENO MORI, A/K/A TENO F. MORI, A/K/A TENO FRANK MORI, DECEASED 2 LATE OF THE BOROUGH OF CHARLEROI, WASHINGTON COUNTY 2 PENNSYLVANIA Principal Personalty Income Personalty Principal Realty Income Realty Total Assets of Estate Less Credits Claimed Net Amount Available for Distribution $102,814.38 73.00 None None $102,887.38 8' 907.02 (! $ 93,980.36 1970 June July .Sept. Oct. 30 30 12 30 29 Nov. 21 1970 Jan. 15 Apr. 2 Aug. 20 PRINCIPAL PERSONALTY The Accountant charges herself with Principal Personalty received out of said Estate as follows: Per Inventory and Appraisement $102,814.38 INCOME PERSONALTY The Accountant charges herself with Income Personalty as follows: Kight's Insurance {Returned premiums) $ 73.00 The Accountant credits herself with the following out of the assets of said estate: Register of Wills Register of Wills Harold Schrock Arthur Paluso, M. D. Father Thomas Washington County Reports Mon-Valley Newspapers Pa. Dept. of Revenue Bianchi Monuments Russell Marino, Register Russell Marino, Register Russell Marino, Register Notary Public Woodward and Bassi Florence Mori Russell Marino, Register Probate of will Filing petition Funeral expenses Medical expenses Ministerial services Advertising estate Advertising estate $ 16.50 6.00 2;525;80 25.00 15.00 14.00 10.00 Duplicate title on truck 1.00 Headstone 117.00 1 short certificate 1.00 2 short certificates 2.00 1 short certificate 1.00 Notarizations 10.00 Attorneys' fee 5,140.72 Family exemption 1,000.00 Filing inventory, 22.00 $.8 2 907.02 PRINCIPAL REALTY The Accountant charges herself with Principal Realty received out of said estate as follows: None INCOME REALTY The Accountant charges herself with Income Realty as follows: None , Washington County Reports Washington, Pennsylvania (PUBLISHED BY WASHINGTON COUNTY BAR ASSOCIATION) 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} SS. STATE OF PENNSYLVANIA 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 officillll legal periodical for said Washington County, published weekly having its place of business at Washington, Washington County, Pennsylvania, and is acting as its agent in this behalf; that the said WASHINGTON COUNTY 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 11, 1920; 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 legal periodical in its regular issues on the following dates: .................. Jlll.y. .... l.0., ..... 17..,. .... 2.4., ..... 1.9.6.9. ............. . .... 24.:t~:;9ay of ............. J.ul.y. ........................... , 19 ... tl.SL. .... . ___ k.i:J.~f!.~~ik"- KAfHERINE C. YARD, Nctary Pybllc Washington, Was~lngton .co., Pa. Mt c::mmissicr. f.xpmls ,.w,emi;o: 1, 1%:l Estate Notices The Register of WiHs 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 having claims or demands to present them for settlement to the Executors or Administrators or their Attorneys. • • • • • • • • • • • • • • • • • [{ RI, TENO, a/k/a TENO F. MORI, a/k/a TENO'FRANK MORI, Dec'd. Late of Char-leroi, Washington Coun-y, Penna. Executrix: Florence Mori, 302. Meadow I Ave., Charleroi, Pa. Attorneys: Woodward & Bassi, 701 1 McKean Ave., C~~rl~roi, Pa. __ _j Proof of Publication of Notice in The Valley Independent Under Act No. 587, Approved May 16, 1929, P. L. 1784, as amended by Act. No. 51 of April 24, 1931, P. L. 67 State of Pennsylvania County of Westmoreland }ss: Assistant Personally appeared before me William H. Pore, Secretary of Mon Valley Newspapers, Inc., a Penn- sylvania corporation, publisher of The Valley Independent, who, being duly sworn, deposes and says that The Valley Independent is a doily newspaper of general circulation in Fayette, Washington. and Westm6relond counties, Pennsylvania, and elsewhere, published in the City of Monessen, Westmoreland County, Pennsylvania, that it was established June 28, 1902, since which dote The Volley Independent has been regularly issued in said county, and that a copy of the printed notice or publication is attached hereto exactly as the some was printed and published in the regular editions and issues of The Volley Independent on the following dotes, Jul-y· 5, 1969 July 12 and 19, 1969 Affiant further deposes and says that he is General Manager of The Valley Independent, a dolly newspgper of general circulation, and as such is authorized to verify the foregoing statement under oath, and Affiant is not interested in the. subject matter of the aforesaid notice or advertise- ment, and that all allegations in the foregoing statements as to time, place and character of publica- tion are true. COPY of NOTICE Letters testamentary on the estate of Teno Mori, a·k-a Teno F. Mori, a-k-a . Teno Frank Mori, late of Charleroi, Washington County, deceased, having been granted by the Register of Wash· lngton County, notice is hereby given to all persons Indebted to said estate to ~~~~g 'rg,~,~~at!gfi~~n~~ :an~e t~o ~~~~~ sent them without· delay to Florence Mori, executor, 302 Meadow Avenue, 'Charleroi, Pa. Woodward and Bassi, at• 1 forney, 701 McKean Avenue, Charleroi, ·I Pa. 7:5,12,];..~"' Sworn to and subscribed before me this ----------- day of-----, 19--- Notary Public My commission expires STATEMENT OF ADVERTISING COSTS: Woodward and Bassi, Attorneys at Law 701 McKean Avenue Charleroi. Pa. 15022 TO MON VALLEY NEWSPAPERS, INC., DR. For publishing the notice or advertisement attached hereto in The Volley Independent on above stated dotes .................. $ 10.00 Notary ........ : ............................................................... $ ___ _ Total .......................................................................... $ 10.00 PUBLISHER'S RECEIPT FOR ADVERTISING COSTS Mon Volley Newspapers, Inc., publisher of The Volley Independent, a doily newspaper of general circulation, hereby acknowledges receipt of the aforesaid advertising and publication costs and certi- fies that the same have been duly paid. MON VALLEY NEWSPAPERS, INC. By 7/03/69, ·~;..:; .. EAID~ .' l 3Ju tqt (@rp QUU£i ~ illnurt nf lfttnqiugtnu Qlnuuty In the matter of the Audit of Account in Estate ot TENO MORI, a/k/a TENO F. 63-69-777 No. __ _ 19_, A.A. MORI, a/k/a TENO FRANK MORI TO THE AUDITING JUDGE: our Florence Mori. Executrix Enter.-__________ appearance for·---=~.::...:~=-=-..;:.:;.::..:;;~L~ -==~..::::..;::....::...:::..;;.;:.._ ___ ~--- N. B.--counsel shall, by separate paper, present a doncise statement of each claim, with supporting calculation of any interest claimed. Objections to an account as filed, shall be concisely stated in a separate paper. Council suggesting proper distribution shall file a separate concise state- ment in that regard. 19.2Q__ J 'ro<• •. l r~ r ... l,u t -) I ; L L . , 9 7 0 0 E C ?. 9 P 11 I 2 2 RUSS ::.L ~ :.h;(l NO f(EGiSTEH OF WILLS WASHIN1;TON CO., PA. In t!J.r Q!nurt nf Q!nmmnn Jlrns nf llnsqtngtnn Q!nunty. Jrnnsylunntn, ®rpqnns' Q!nurt lltttistnn ESTATE OF N 63-69-777 0·----':::c.__--'---.!...-'--'--------- Teno Morl, aka Teno F. Mori, aka Frank Teno Mori, First and Final In the matter of th.'=---------- Account of ___ F_l_o_r_e_n_-c_e_M_o_r_i __ _ deceased Executrix ADJUDICATION AND DECREE And now December £; L , 19 70; this matter came on for hearing, audit and distribution at this session and testimony taken; and thereupon, upon due consideration thereof the bSIQ.Cl;:e for distribution in the hands of the Accountant is determined to be $ 97,13 .~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. or an appeal be taken herefrom sec. leg. / / SCHEDULE OF DISTRIBUTION Balance per account ________________ _ Additional de bl t asked at audit Additional credit asked at audit Balance'--------------------- Deduct Clerk's Costs & Receipto:l-------------- Attorney Woodward & Bassi Russell Marino, Agent, transfer inheritance tax, $1592.41 Interest from 9-25-70 to 1-9-71 27.66 Florence Morit widow, residue, (subject to Federal taxesJ, $ 93, gao, 36 3780.00 $97,760.36 624.50 $97,135.86 76.00 1620.07 ~l4.39.J9 I J J% 0 ~ ~ -5" z .:::----~ .n ..... p t:Y 0 :r ~ c I'D J~D _.. a 3 ~ a 0 0 .... -~ M ., a 0 ""' t -· 9'-= = I'D N ~ ~ ~ ~ ~ ~ ftt.J ~ ~ Y'J ~l d fi.. ~ d ,..,., ~~ 6 ::: ... ~* •(_ ~ 0-. •' u, F• 5 J..: ' C1 (;r: __ ,~ 1- I ' I r-...· t.:J !-, ...... .__ e....;, •n ;/)•~ 41-1 '•) -== t=l ~ 0 ;_n o:; I.H ti '='= a;;:, c:: r- " Form "RCC-33 RESIDENT DECEDENT COMMONWEALTH OF PENNSVL VANIA DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS COUNTY OF ~J-~~-77? WASHINGTON ----·~--------~~----~------~~----~--~~--~~~--~~~~----~~--~------~--~--------------------.. IMPORTANT: This return m~~t be completed in detail and filed in duplicate, with will attached, with the· Register of Wills of the County where decedent reside~ Return is due within one year after date of death, unless an extension is granted by the Secretary of Revenue. (Section 703 of the Inheritance and Estate Tax Act of 1961.) IN THE MATTER OF THE ESTATE OF } Teno Mori, a/k/ a Teno F. Mori, a/k/ a AFFIDAVIT oF 'f'e'Iio 'Fr'arik""'M(Kti'i~ii···~;,;~···~f .. d~~~~t·)........... ....... ................................. EXECUTOR Late of ..................................... w.~s_hi..I1S.~.9.n ........................... County ~· state of ...... p enn.:_s Y..!.:Y.~?.:!.~ .................... } ss: county or .. Washingto.n ................. . ........ .f.J9..~~P£~ ..... ~ori ............................................................ . Executor of the estate of the above-named decedent being duly sworn, depose S and sayS June Deeedent dJed .................................... ......................... ........... .. 25 ... , 19 .?..~ ... ·{'testate leaving a last will, copy of which is hereto attached. } (!Jay) (Year) XXI:lGUIX (Month) Name and address of attorney or} other authorized representative to · · whom all correspondence should be mailed, Woodward <B.t:l<i ~~~~~ .. , .. A..~~~-~-~-~y~ at Law.. ...... . ............ . 701 .. McKean ... AvenlJe, Ch~~lei.'9~ '· ... J:>~I1r:l~Y!Y~r:l~~ ............................ . executor ...................................................... deponent is familiar with the affairs of said estate and the property con-That as such ( Ji~Xt!cutor-Adm inistrator) stituting 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 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 None 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 Sc.hedu!e A attached hereto 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 of record thereof. It also sets forth in the columns provided therefore the assessed valuation or each of said parcels, the estimated market value thereof as of date of death of decedent. That Schedule 8 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 institutions, whether individually, or in trust for any other person or persons giving also separately the accrued interest thereon, if any, down 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- debtedness of the United States to the decedent; all obligations, whether by statute or agreement they are designated as tax free, of the United States, or any state, or political subdivision thereor, or of any foreign country, 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 fairly estimated market value thereof; all bonds and mortga~es 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 of 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 lif'e 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. I .· 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 forth 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 take effect in possession or enjoyment at or after death, said schedule sets forth the nature and value of such property, to whom transferred, the relationship of the transferees to the decedent, the proportionate share received by each transferee and all other facts of a pertinent nature regarding said transfers. In the case of transfers 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. Thero~ is also set forth in said schedule a list of all property, real and personal, with its value, which passes 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, either individually or jointly, by the will, deed, or other instrument of another, with a copy of the instrument creating such power attached to the schedule. That Schedule D 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, and the 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 of the decedent real estate and of co-owners to the and the the decedent jointly with another or others, including intangible, standing in the name others, plus the date and place of record of instruments effecting the vestiture of date of acquisition of personalty, plus the name, address and relationship, if any, decedent. That Schedule F attached hereto and made a part hereof sets forth fully and in detail all debts and deductions claimed for and on behalf of this decedent's estate, including funeral expenses paid; family exemption, 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 r~li gious services, in consequence of the death of the decedent; debts and claims owing and tmpaid at time of death; taxes accrued chargeable 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 "A", "B", "C", "E", and "F" as directed therein, have been carried forward and properly registered in the Summary. Subscribed and sworn to before me this ............................... .. ~ ... J.!..~ ... ~ ............ .. (E:recutor-~ .... ~.Q.Z. ..... Me.a.d.ow .... A:v..enue ......................................... ~ ........ "~ .. (Street Number) .... q~.~:r::.~.~.:r::~.~ .. ~ ...... ~~~.?..~Y..!.Y.~.?.~~ ............................... . (City or Town and State) NOTE: Before signing affidavit 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 busine.ss, 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 (l-64) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS TRANSFER INHERITANCE TAX RESIDENT DECEDENT SCHEDULE .. A" REAL PROPERTY Real property in Pennsylvania, with statement of mortgage encumbrances upon each parcel at death of dece- dent. Where property held as joint tenant or tenancy by entireties, report on Schedule "E". Property held by the decedent 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 Commonwealth of Pennsylvania should be (1) (2) (3) described by lot and block number, street and street number, together with DEPARTMENT a general description of the property, with a reference to the record of the ASSESSED VALUE VALUATION conveyance by which the decedent took title; If a farm state number of a-FOR YEAR OF ESTIMATED CAUTION cres; also statement of mortgage encumbrances upon each parcel at death DECEDENT'S MARKET VALUE (Do not write of decedent. Taxes, assessments, accrued Interest on mortgages, etc.,are DEATH In this spoce) to be I is ted on Schedule" F" and must not be deducted from this schedule. None None Insert this total opposite .,real property", Schedule .,A" in the X X X X X None .,As Reported" column on the last page of this return. ! R,CC-35 COMMONWEALTH OF PENNSYLVANIA TRANSFER INHERITANCE TAX RESIDENT DECEDENT SCHEDULE "B" 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", Intangible 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 UNIT ESTIMATED VALUE MARKEr VALUE DEPARTMENT VALUATION (Do not write in this space) 1 2 3 4 5 6 7 8 Mori's Refrigeration, a sole proprietorship. Net Value Sale of assets of Mori 's Ref1,rigeration (August 15, 1969) Checking account at First National Bank, Charleroi Savings Account No. 64-20679 at Mellon National Bank and Trust Company (Charleroi office) Field Finance Company notes B 5567 $500.00 B 5568 500.00 B 5569 500.00 B 5570 500.00 B 5580 500.00 Field Finance Company security note FS375 Skid-control Purchasing, Inc. #B-8-DX-155 (200 shares) Chriscraft Runabout Boat Insert this total opposite "Personal Property", Schedule "B" in the "As Reported" column on the last page of this return. X X $57,656.23 16,000.00 356.41 701.74 2,500.00 25,000.00 No value 600.00 102,814.38 ) oq Fr1 . ..3? RCC-3& COM\!ON'IK\LTH OF PENNSYLVANIA. TIL\NSFER INHERITANCE TAX ~~~!DENT DECEDENT SCHEDULE "C" TRA_NSFE!lS (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) ~0 (2) Did decedent, within two years of death, transfer property from himself to himself and another or others (including a spouse) in joint ownership? (Answer yes or no) ~0 (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 1 s health 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) __ ~N~o~----- (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) ________ _ (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) --~~~0~------ (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 others ____________________________________________________________________________________ __ (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 reserverl power to alter, amend, or revoke, or which could revert to rlecedent under terms of transfer or by operation of law? (Answer yes or no) ~0 (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) __________ __ 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 ~one Insert this total opposite "Transfers", Schedule "C" in the "As Reported" column on the last page of this return. MARKET VALUE (Estimated) ~one ~one DEPT. VALUATION (Dept. Only) ' '. ·. ftC'C-38 CCMMuNWFALTH OF l'ENNSYLV\NIA 'rHANSITH TNHElU TANCE TA\: RFSIDENT DECEDENT SCHEDULE "E" JOINTLY OWNED PROPERTY X I:SSTRlTTIOKS: This schedule must disclose all property, real and personal, owned by the decedent jointly with Mother 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 anri relationship (if any) of co-owners to the 0.Predent. ·- Unit I Percentage Value Share X X X Estate Valuation . X X XX X XX DEPARTMENT VALUATION CAUTION-Do not Write In This Space • Value of Entire Property Value of Decedent's Interest None Insert this total opposite "Jointly Owned Property", Schedule "E" in the "As Reported" column on the last page of this return. None h .. , .. RCC-37 (12-63) COMMONWEALTH OF PENNSYYLANIA TRANSFER INHERITANCE TAX RESIDENT DECEDENT BENEFICIARIES AND ADDRESSES State full names and addresses of all who ave an interest, vested, contingent or other wise, in estate) Florence Mori 302 Meadow Avenue Charleroi, Pennsylvania • SCHEDULE "D" BENEFICIARIES RELATIONSHIP SURVIVED (If step-children or DATE INTEREST OF illegitimate children DECEDENT OF BENEFICIARY are involved, set STATE YES IN ESTATE forth this fact.) OR NO BIRTH Wife Yes Sui juris Residue Deponent fUrther says that all the above-named beneficiaries are living at this time except below: NAME DATE OF DEATH RESIDENCE None Will Administration t No. Year ........... . P.l< THE MATTER OF THE APPRAISEMENT OF THE ESTATE OF TENO .. MORl, .. ~lk/~. T.ENO f. .•.... MORl,. a/k/a TENO FRANK MORI Deceased Late of .. . B.q:r()'l1Kl1 .qf Cilar~~:rq~ .. County of Washington Commonwealth of Pennsylvania REPORT AND APPRAISAL ~t..: ··o J /.10.1. 'lf s7 71 ,, " -lilts~·· L•l .:JO t' ":J I ~. . "·l 0!1 ft.·~.-. .. -..... ~~ 3]t] <.. • J, 1-.'"1 'n '.:.) .:lntJ ~s [ /iJ (' c dlS 0 I -f.s 'a~ 7 -4 1:} (Executor-Administrator must complete "As Reported" column #1.) CJ .... 0 "' "' ~ s:.:> X ~ ~ t.rj "' ..... s:.:> (D ~ '"d ::0 .... (1) (1) s:.:> .... s:.:> .... "' ....... til 0 . (b' 0 '"d .... e. a "' '0 - '"d (1) .... .... .g ~ (1) .... ~ W en en ?" ?-?- 0 tJ > : : : en c: ~ ~> ::0 >< ------. . . . ...... ,....,. :o •N .. :oo ..... :+:--,. •w :00 :o . J'-.>. > z ~ :z"' 0 :oo :o ::c ........ :0 ; ..... :::J .g -:n> :+:--CD o - :• ""'t w (D :oo ~ ------'--. '---> CY D. "' s-~ '~ 0 ~-II "'<< ~ ('t~ ........ ...,_ ~ '-~-f.N ~. ::l ~· r. M c.. ~ • -. Form RC C-10 DEDUCTIONS ALLOWED IN j THE SUM OF ............ $ tl.iQ?. ?=~ OFFICE OF TME .. .. STATEMENT OF DEBTS REGISTER OF WILLS AND DEDUCTIONS Washington OF ____ _.;::. ___ COUNTY ""}t;;;;;j~?4, ..... AND AGENT OF THE COMMONWii.I.LTH Register of Wills, Agent ;;:;;. , Teno ~o:r;1. a/_L<[ a J:eno F • l/ ' ESTATE oF Mori, aLkla Teno Frank LATE oF ___ ___:B::..o.=..=;r~o~u::.sgi!....h..:.._o;:_f:::._~C..:.:h:..:.a:..:.r..:.:l:_e:..:r:::...o:::...::.i ____ v Mori DATE OF FILING APPRAISEMENT ---------DAT5 OF DEATH __ __.::;.J...;:U;.=;n::...;e=---.:2::..:5;..-L, ___;:1...;:9...:6:...:9..:.._ ___ _ DATE NO. OF VOUCH'"" NAM&: OF PAYEE REMARKS l~t>~ June 30 Register of Wills Probate of will 30 Russell Marino Filing petition July 12 Harold Schrock Funeral expenses Arthur Paluso, M. D. Medical expenses Father Thomas Ministerial services 2 Washington County Reports Advertising estate Mon-Valley Newspapers Advertising estate Sept. 30 Pa. Dept. of Revenue Duplicate title on truck Oct. Nov. 1:970 Jan. Apr. Aug. 29 Bianchi Monuments Headstone 21 Russell Marino, Register 1 short certificate 15 Russell Marino, Register 2 short certificates 2 Russell Marino, Register 1 short certificate 20 Notary Public Notarizations Woodward and Bassi Attorneys' fee Florence Mori Family exemption Filing inventory, f1.rst Russell Marino. Register final account. etc • and COMMONWEALTH OF PENNSYLVANIA } COUNTY OF ::-----W 7 a 7 S_h_l.=-· n_g_t_o_n__ ss: .. ~~-~ TOTAr( $8,907 02 )I 1, Florence Mori HEREBY CERTIFY, THAT. TO THE BEaT OF MY KNOWLI!:DGE AND BELIEF, THI!: FOREGOING IS A JUST AND T.,U E STf>TEJIIENT OF DEIUS, ~\4.NER4L EXPENSES AND EXPENSD 01" ADMINISTRATioN sueMITTEc To THE ESTATE oF Teno Mor1., at kt a Teno .!!. • M.Orl. ._ I 0 QECEA8EQ, AS DEDUCTION& FOR INHERITANcE TAx PURPosEs. a k/ a Teno Frank Mor1. 20 h9nz -.-~~~"-.-..S;;.&;z,s,...~~~~~~:;.cL;,::',...::":...,~~.Ic£..:U.....C./~---(L. G.) SW~N ,.NO fiU~;!~~IBED BEFOR~E THIS t CAY OP' / ,, .aul"in'-'st: / /J /U . If ~ .l.A1Y -" ..,f .0 / I /:lA A A I :/.7 J _,._,_~ ~- rJ CllARllnGi 3CR:J~:Il, ~iASi:u;c,o;; G,~;.n MY COMMISSION EXPIRES AUGUST 19, 1912 .. ... ~~ --.1 -.;. c:;J r-;:I ~ :?,-: 111 (/) r . (/) G? (;"I. rn ::;.:: --o -lfJ (0 m 7--! rn (;') rn r v..J g -1 -r. r .-"' 0 0 ""'t:J ~ z ,..., :::..: ::::: 0 ...: > 0 -...-• [J..) -I z -o .. 0 c.n » (/) ..r=: R C C-81 (2-64) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS INHERITANCE TAX DIVISION Dear NOTICE OF FILING OF APPRAISEMENT Florence Mori IN YOUR REPLY PLEASE REFER TO 37-236-1 In Re: Estate of __ ~T~e=n~o~~~1o=r~i~a~/~k~/~a~------------------- ____ ___:v,!.£/a=->s~h!.!i""-n!E~,..!<t~o~n,__ _______ County -File No. 63-69-777 Mrs. Mori, You are hereby notified that the~---o~r_i~g~in __ a~l~------------- appraisement in the estate of_. ____ ~T~e~n~o~~~1o~r~i~-------------------------- has been filed in the office of the Register of Wills qf Hashingt.an County on November 18 , 19~. Said appraisement reflects the following valuations: Real Estate ---------------------- Personal Property __ -=1~0=2~,~8~1~4~.3~8~------ Transfers ___________ ~~------------ T at a 1 ---------------.:::1.:::0=2~,.o8~1411 .. , .;;.,3.o8..._ ____ _ 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 (6%) percent per annum is charged. Any party in interest who is aggrieved by an appraisement may appeal therefrom as provided by law. Date ___ ll __ -_1_8_-_7_0 ______________ ___ Signed tu _ !?. ~ Title W.R.Chaney1 Chief Appraiser DATE OF DEATH: June 25, 1969 Note: This is not a bill. / RCC-39 (5-68) COMMONWEALTH OF PENNSYLVANIA TRANSFER INHERITANCE TAX RESIDENT DECEDENT .. SUMMARY Estate of Mori (Last Name) Teno (First Name) F. a/k/a DATE OF DEATH 6-25-69 (Initial) REPORT OF INHERITANCE TAX APPRAISER I, the undersigned duly appointed Inheritance Tax Appraiser in and for the County of_..~:.~Htaa.;;;su.buj.J..n~,t;g,_.tL.l..o.LJ.b4--______ _ 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: __ J.._.l...__-"""]...,.8=-...,~""'0-____ _ 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 .. INVENTORY VALUE AS REPORTED VALUE AS APPRAISED 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 $ 1 n? ~1 1. ~~ 102.8U. '38 annuities................... $-...,.---------1--- EST ATE TAX ASSESSMENTS $-------~-- $ 102 ~11... 1R 102~814 38 FOR USE OF REGISTER ONLY COMPUTATION OF TAX Tax on $ ----------------+----2% Taxon$ ~ $ ________ -+--- $ __ ~~--------~---- Tax on$ 5% $-------4---- Tax on$ 10% $ _____ ~---4--- Tax on$ 15% $ _______ -4---- VALUE AS REAPPRAISED $ ___________ ~--- Exemptions * Total Estate --------------1--- TOTAL TAX $--------L---- (*) As evidenced by Charitable Exemption Certificates issued by the Secretary of Revenue. Less tax previously paid $=======9== BALANCE $----------+--- Less 5% of tax if paid within 3 months after death $======== Add interest at rate of 6% from --------to -------- AMOUNT OF ESTATE TAX ASSESSED $-----------+--- Estate tax paid $ _____ ---1--- BALANCE DUE $-----~-- Add interest at rate of 6% from -------~10-------$-------4--- TOTAL TAX BALANCE $ -------+--- PAID $ --------....J.....--- 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. IN THE Year ........... . MATTER OF THE APPRAISEMENT OF THE ESTATE OF . TENO MORE Deceased Late of . CHARLEROI ... Cou~ty of .. WASHINGTON Commonwealth of Pennsylvania REPORT AND APPRAISAL of ·. .. Fonn RCC-2 DATE ......... :t:J.9.Y.~~l.?..E:l.~ .... J.::.?~ ...... ~.?..7.9. .... . DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS COMMONWEALTH OF PENNSYLVANIA RESIDENT INHERITANCE TAX COUNTY ......... ~!.~.~.~.~r.:.f?.~.9..r.: ..... ~ .. ~ .. ~ ................. .. HARRISBURG, PENNA. 17127 APPRAISEMENT FILE NO . 63-69-777 ............................................................................................. Whereas, ............................................ .T.~n.9. .... M.9.;r.l, .. !3.-./KI.9: .................................................... late of .. ............ 9J}.i?.:r.~~.:r.9.~ ............................................................. in the County of ........................ ~~~.~.h.i.J].gt..<?.n: .............................................................................. Commonwealth of Pennsylvania, having died on the ................................... ?.?.~.~ ............................................... day of ........... ~.~.~ ...................................................... 69 19 ............ , seized and possessed of an estate subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania; Therefore, I, VI. R. lihaney ....................................................................................................................................... , 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 Asset Values Made for Inheritance Tax Purpoaes $ PERSONAL: See CODV of schedule HBII attached to appraisement 102.814 38 TOTAL 102,814 38 •' " form~~v:~hbl:e; ::•:h~sw~ .. ~~~~~;~~~~··· ~a~ o~e~~~.~ ... ~~£.:!~=~~~e l~n .. 2.~~ .......... ~ .. , .. f!.., ... ~·········································""'''"·~··~········· ppraiser ' .......................................................................................................... ........................................................ h.J . (Number and Street) """""'~"'""""""""" .................................. , Penna . (Poat Ofllee) .. ! i \-lASHING TON County .... RESIDENT INHERITANCE TAX APPRAISEMENT ... Estate of 'l'ErJO HOrn a/k/ a ·································· ··········· ··········· ·································· Deceased. Late of ~ CHARLEROI ···········•···· ......... . Date of De~th, ............. 6~2.5.~.6.9 ......................................... .. AppraisemeHt Docket Vol., .............. ?..?. .............................. .. Page, .......... ?.3.9:~::+. ................ No ...... 9.3.~.?..9.~7.77 ......... .. Filed in Register's Office, ....... ~.<?Y..• ..... ~.~ ...... 19 ..... 7~ Amount of tax due, $ .................................................................. .. DEPARTMENT OF REVENUE Received, Examined and Approved, Wrote abo.ut Appra.isement, Appeal f1'om Appraisement, Entered and charged, ,. ,, R C C-49 (8-7 1) 1 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS INHERITANCE TAX DIVISION PENNSYLVANIA ESTATE TAX DETERMINATION 1 c.. r HARRISBURG, 17127 'f'r. ]!){ Estate of: TQ '-Jn F . ["'or... I Date of Death /, .~ ..... ~ \ GC; County ,))11· /·f .. du ran (\ t"'r , I ' , l ' l . .l '(.. " Bureau File No. /,? ('-1 } I I 1. Taxable estate per U. S. Estate Tax Return, Form #706 2. Taxable estate per final change in Federal Return dated 3. Amount of credit for State death taxes. As shown on return form or final change notice ($_--'-",~l:....;'·f'-"'""-'1.;,.,.':.-- As verified by computation 4. Penna. Inheritance Tax due and/or paid 5. Normal Inheritance taxes paid to other States 6. Total Inheritance tax credits (4 + S) 7. Total liability for Penna. Estate Tax (3-6) 8. Less: Previous payments on a/ c of Penna. Estate Tax J Date --:::-:i\C""c....:';..._-'·::'l-' __ 19 1/ ..,. $ --3iM: .s~.--Ag~)...-~-,t.....(;Q;k())..._ $ ______ _ Date of payment Amount of Tax paid Amount of Interest paid $. ______ _ $. ______ _ 9. Balance of Penna. Estate Tax due (7-8) 10. Interest due from _____ to _____ @ 6% per annum 11. Balance of Penna. Estate Tax and interest due as of $=======~~·'='1~4±/~(==== Prepared by (NAME) ..1 (TITLE) Reviewed and approved by--------------------------------- (NAME) (TITLE) (DATE) ., c -~I.A(..J'r"'rT 1.) f)~,J .-. 1'\r'. ~ -. .;,...., J(')•· (>( r·:.: (.,.~.... '-'ll.f ... ~1 L·r·t-~1". -~-'l"-··::-:"· J . il'~C·4(8·6B) COMMONWEALTH OF PENNSYLVANIA l 1j DEPARTMENT OF REVENUE ~~~ =N=o. A=~ =1 =2=5=0=9=2~·=o=F=Ft=ct=A=L=RE=c=Et=PT=·=P=E=N=N=sv=L=~ A=N=t=A ='N=H=E=Rt=TA=N=C=E=A=N=D=E=~T=A=TE=T=A=x=. ==:::::::::=====~ ~~·:.~ R_ECE.IVED FOUR THOUSAND DOLLARS AND NO CENTS dollars :. representing Pennsylvania Inheritance or : From: MELVIN BASSI Estate Tax due from the following estate: .1 -· Address 701 McKean Avenue 2% Tax on $ _________ $ _________ ~.;:1 On Account __ C_h_a_r_1_e_r_o_1_·~,P_a __ • ________________ ~~~J.IMNNXNNXX $ 4000.00 File Na.6_3_-_6_9_-_'l_ .. 7-_1_;;_·· _Date of Death6-25 -6 9 15% Tax on $ _________ $ __________ 111 D t f P t Sept. 28-1970 a e o aymen _ __:;'---------------l o/o Tax on $ ______________ $ ________________ ~ Teno Mori aka etc~ Name of Decedent -----------------i Remarks: -- SEAL NOTE: To be delivered lo taxpayer Estate T ox, Act of May 7, 1927 TOTAL TAX CREDIT Less five percentum of tax If paid within three months after date of death Plus interest at the rate of __ %from---------to ___________ _ TOTAL AMOUNT PAID $ ___________ __ 4000.00 $---~------ $ _____________ _ I~ $·---11 $====4=o=oo=·=o=o===lrt~l Received by '-.:::==~~.QJI....4.......,~"'---~~~~~~J...._----·I~ NOTE: In accepting the· transfer Inheritance lox on future estates, prior to the death of the 1· tenant or tenant for years, as evidenced by this receipt, II Is understood that the Commonwealth s all· not be precluded or prevented from hereafter assessing additional Inheritance lax at the death of ~~"?-:;;..l~Cs..!:::~..6,)...!!::!"""~...LJ1q.-.L.<:lo..Gt!'-<::S......O....U,£----IUI life tenant or tenant far years whenever II appears that such additional lax may be legally due and collectible for any reason whatsoever. j RCC-46 {4-74) Tickler #126 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT .OF REVENUE BUREAU OF COUNTY COLLECTIONS INHERITANCE TAX DIVISION RECOMMENDATION OF THE DEPARTMENT OF REVENUE TO COMPROMISE OR WRITE-OFF TAX CLAIM l'lashington COUNTY Estate of Tena Mori County File No. 37-236-1 Bur. File No. 63-69-777 Date of death __ 6_-_2_5_-_6_9_-'-------Date of filing of Appraisement -=..::n..:.o..:..:n:..:e:..__ ___________ _ Name and Address of Attorney Woodward & Bassi Charleroi' Pa. Name and Address of Persona I Representative .::.F-=l:..:o:..:r::.:e::.n=c:.::e:....::!-1-=o:::r=i'----C=-=-=h~a~r,_,l,_,e::..:r,_o=i:J..,-=P'-'e""'n""'n=a'-".-------- Date on which current and active lien was last filed __ n_o_n_e ____________________ _ A t. . . t' t d bH --=a=.r:.:o:.:l:.:d=---:A:..:..-_:_• _s..:.:m::=i-=t=h:__ ___ _:C_:h:.:i:.:e::.:f:.__:A~p;::.o~p;::.:r::..:a=-:1=-· s=-e=r=--I=-=I ___ -::2:-:---=3:::-__,7--'7'---------c ton tnt ta e y _ {NAME) {TITLE) {DATE) Real Estate rr. ,.._ Personal Property ·.r.. ,..._ Transfers : ~..~ • . -::z:: Gross Estate ~, . . Ql;_ Debts .& Deductions ~; i. c:• ::! r-.. ·, . .:::l LO Clear Value ~-.. ..-..:: . ..... ;,JJ Tax Assessed 'if.::, 1 :.~: :; -~ Tax Paid l!l ~ t::=l Balance of Tax Due ..::. =-=· co Interest to Date 0 ~ Total Amount Due -C).- t. __ It is hereby recommended that the inheritance tax record in the above estate be adjusted as follows:------ Waive filing of the United States Federal Estate Tax Return form 706 and Federal Closing Letter that this case be marked closed. A proper investigation has disclosed: Enforcement under directive 5 has been pursued for failure to file a copy of the Federal Form 706 and Federal Estate Tax Closing letter. Since we do not have a copy of the F.F.L. to provide evidence to the Court that a Federal Return had in fact been filed we cannot pursue with a citation action,_) in this case. It is therefore recommended that this c~se be marked closed. {ATT·ACH ADDITIONAL SHEET IF NECESSARY) 2-3-77 Date ______ _ MAR ::l -1977 Approved on ---:------------ . ~:e/:J!;;~ St gned _ _:_ ___ -=--------tl?'tlr--- FOR ATTORNEY GENERAL MAR 15197Z