HomeMy WebLinkAboutOC1970-0107 - ESTATE OF GIMA SR·-It ....._L3 -70-/07
LAS T WILL AND T EST A MEN T
I,GEORGE GIMA,SR.,OF R.D.'3,MC DONALD,MT.PLEASANT TOnNSHI~,WASHINGTON COUNTY,
PENNSYLVANIA,BEING OF SOUND MIND AND MEMORY,DO HEREBY MAKE,PUBLISH AND DECLARE THIS
TO BE MY lAST I'll LL AND TESTAMENT,HEREBY REVOK I'~G ALL OTHE-R OR FOF:IAER Yi ILLS BY ME AT
ANYT !It.::MADE'.
FIRST:I ORDER AND DIRECT THE PAYMENT OF ALL MY JUST DEBTS AND FUNERAL EXPENSES
AS SOON AS PRACTICABLE AFTER MY DECEASE.
SECOND:I GIVE,DEVISE ANn BEQUEATH ALL THE REST,RESIDUE AND REMA:~DER OF MY
PROPERTY AND ESTATE,REAL,PERSONAL AND MIXED,WHERESOEVER SITiJATE,OF WHICH I MAY DlE
SEIZED OR POSSESSED,OR OVER WHICH I MAY HAVE TESTAMENTARY CONTROL,OR TO WHICH I MAY BE
IN ANY WAY ENTITLED,OF WHATSOEVER THE SAME MY CONSI3T,TO MY SON,MICHAEL GiMA.
THI~DI I AUTHORIZE AND EMPOWER MY EXECUTOR HEREI~AFTER NAMED,TO~SELl AND DISPOSE
OF ALL,OR ANY PART,OF T~E REAL ESTATE OF WHICH I MAY DIE SEIZED,OR POSSESSED,AT PUGLIC
OR PRI~ATE SALE,AT SUCH TIMES ANO ON SUCH TERMS AND CON~ITIONS AS HE SHALL.DEE~PROPER
AND TO,FXECUTE,ACKNO~LEDGE AND DELI,ER ALL PROPER ~RITINGS,DEEDS OF CONVEYANCE h~O
i~AN3FERS THEREFOR.
FOURTH:I HEREBY DESIGNATE AND APPOINT MY SON,MICHAEL GI~A>EXECUTOR OF THIS MY
LAST WILL AND TESTAMENT,AND DIRECT THAT MY SAID EXECUTOR HEREIN BE REQUIRED TO GIVE NO
BOND OR OTHER SECURITY.
IN WITNESS WHEREOF,I HAVE HEREUNTO BE:MY HAND AND SEAL,IN THE PRESENCE OF WITNESSES,
THIS SECOND DAY OF NOVEMBER,A.D.1940.
.~
.J (SEAL)
ON THIS 2ND DAY OF NOVEMBER,1940,THE FOREGOING INSTRUMENT HAS SIGNED,SEALED,PUBLISHED
AND DECLARED BY GEORGE GIMA,SR.,THE ABOVE NAMED TESTATOR,AS AND FOR HIS LAST WILL AND
TESTAMENT,IN OUR PRESENCE AND IN THE PRESENCE OF EACH OF US,AND ~E THEREUPON,AT HrS REQUEST
IN HIS PRESENCE AND IN THE PRESENCE OF EACH OTHER,HAVE HEREUNTO SUBSCRIBED OUR NAMES AS
WITNESSES.
''\I...}rC-,\.:...._--
),0,-~~t j't?'r '/.~-..-c..-,lII!'-,_".A..i ...ADDRESS -•.1_.''-
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LAS T 1'/ILL AND T EST AMEN T
I,GEORGE GIMA,SR.,OF R.D.'3,MC DONALD,MT.PLEASANT TOWNSHI?,WASHINGTON COUNTY,
PENNSYLVANIA,BEING OF SOUND MIND AND MEMORY,DO HEREBY MAKE,PUBLISH AND DECLARE THIS
TO BE MY lAST I'/ILL AND TESTAt!.ENT,HEREBY REVOKII.lG ALL OTHEfl OR FORI~ER WILLS BY ME AT
ANYl IlYlE MADE.
FIRST,I ORDER AND DIRECT THE PAYMENT OF ALL MY JUST DEBTS AND FUNERAL EXPENSES
",
AS SOON AS PRACTICABLE AFTER MY DECEASE.
SECOND:I GIVE,DEVISE AND BEQUEATH ALL THE REST,RESIDUE AND REMAI~DER OF MY
PROPERTY AND ESTATE,REAL,PERSONAL AND MIXED,·~WHERESOEVER SITUATE,Of WHICH I MAY DIE
SEIZED OR POSSESSED,OR OVER WHICH I MAY HAVE TESTAMENTARY CONTROL,OR TO ~HICH I MAY BE
IN ANY WAY ENTITLED,OF WHATSOEVER THE SAME MY CONSiST,TO MY SON,MICHAEL GIMA.
TH 1.,0:I AUTHOR IZE AND EMPOWER MY EXECUTOR HERE INAFTER NAMED,TO'SELl AND 0 ISPOSE
OF ALL,OR ANY PART,OF THE REAL ESTATE OF WHICH I MAY DIE SEIIE~,OR POSSESSED,AT PUBLIC
OR PRIVATE SALE,AT SUCH TIMES AND ON SUCH TERUS AND CONDITIONS AS HE SHALL DEEM PROPER
AND TO JXECUTE,ACKNOWLEDGE AND DELIVER ALL PROPER WRITINGS,DEEDS OF CONVEYANCE AND
t~ANSFERS THEREFOR.
FOURTH:I HEREBY DESIGNATE AND APPOINT MY SON,MICHAEL GIMA,EXECUTOR OF THIS MY
LAST I'IILL AND TESTAMENT,AND DIRECT THAT MY SA ID EXECUTOR HERE "'I BE REQU IRED TO GIVE NO
BOND OR OTHER SECURITY.
IN WITNESS WHEREOF,I HAVE HEREUNTO SET MY HAND AND SEAL,IN THE PRESENCE OF WITNESSES,
THIS SECOND DAY OF NOVEMBER,A.D.1940.
ON THIS 2ND DAY OF NOVEMBER,1940,THE FOREGOING INSTRUMENT WAS SIGNED,SEALED,PUBLISHED
AND DECLARED BY GEORGE GIMA,SR.,THE ABOVE NAMED TESTATOR,AS AND FOR HiS LAST RILL AND
TESTAMENT,IN OUR PRESENCE AND IN THE PRESENCE OF EACH OF US,AND aE THEREUPON,AT Hrs REQUEST
IN HIS PRESENCE AND IN THE PRESENCE OF EACH OTHER,HAVE HEREUNTO SUBSCRIBED OUR NAMES AS
WITNESSES.
!\~':"---
NAME
ADDRESS ..
•....'....~-...._...~_....~•,"-"0.-_\...,...._,__
REAL PROPERTY
Form No.RCC-62 (7-69)THIS FORM REQUIRED IN ALL ESTATES WITH GROSS ASSETS UNDER $10,000.UNDER SECTION 701 OF ACT OF JUNE 16.1961.
EFFECTIVE JANUARY 1.1962.(FILE IN DUPUCATE WITH COPY OF ~.ILLVWED).5 ~4>4 -7 I A 7__1F@ pi.....:;-fO -~
c,OFFICE OF THE REGISTER OF WILLS''
County of Washing:t.o.n .
....¥f~!"1A~I.:.c?~¥f.'of .1.1.~.~~.~~!1~.o.l.!"!.J:~t;:,.~.c.~~~~1<?,.?a .
(Name)(Addresa)
being duly ~_~<?_~~.according to law,deposes and says that he is the ~_~~_~~_~_~_
(Exec.,Adm.,Legatee,Etc.)
of the estate of_.~_~.::?E_g_~~_~!!1.~_L.§E_~..~whose last residence was M_~_~__~~_~_~_~_~_r:?__~'!'.<?_~_~_l}_~P.L _
(No.)'(Street)
..W.§_~h_~__g2.~..t._?_~_~.deceased,and that the whole of the estate of said decedent,who died __~?_~_~_~_J:>_~_~?.~_LJ_?69
(City,Borough or Township)"(Date)
consisted of:!-jIi/}e l(,.
,
!
REAL PROPERTY IN PENNSYLVANIA,WITH STATEMENT OF MORTGAGE ENCUMBRANCES UPON EACH PARCEL AT DEATH OF DECEDENT,
WHERE PROPERTY HELD AS JOINT TENANT OR TENANCY BY ENTIRETIES.GIVE NAMES,ADDRESSES AND RELATIONSHIP OF OTHER OWNERS,
Real Estate Estimated
Value
ALL that certain piece of property located in Mt.Pleasant Township,
Washington Couty,Pennsylvania,containing 0.618 of an acre and having
erected thereon one double one and one-half story frame dwelling house.L'\,y/-
For full description see Deed Book 623,page 362..%r-V
.2,800.00
(1(f-~X2£L (
f ~SY))ne-ff\~-'(".~0 .1!.-;;7$(f'ii:::t5"':'~.l:'-;:;.t.i5.:'l'ld-'o-'4---,
>J"12,'.JL .A.-:J /,/11 L.L --£,,'"d .:"~9oo>---fJ 7«"I.If"I
Personal Property
None
.....11.....~
,
/
.
.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.
"'-.....-_--------------------------------------
j
Jointly Held Property Estimated
Value
~,c.,
~
Ij-
\.
,~,
~,
,c
-
Transfel's within TWO YEARS Prior to Death
~
~,
.
-,
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
MICHAEL GIMA C:f"'In .."'~....•"''''0/
.ll~W."~in&~ln Ave.J ..,...~~'v
IVI,J("::l •
-
-
.
RESWENT DECEDENT,,
3+".
DEBTS AND DEDUCTIONS CLAIMED l
NOTE'List first five items in the spaces so provided observe notations thereon and instructions,,
DEBT OR CLAIM ..NATURE OF SAME AMOUNT THIS COLUMN"a ilmGISTER ONLY
WILLIAM P.ROGERS FUNERAL HO~EFuneral expenses paid $94?00 $
Family exemption (will not be allowed unless
decedent died residing with a spouse or children.)
RUSSELL MARINO.Rea.of WilJs Administration Expenses *1?00
Counsel fees *I
Fiduciary commission *
I,
OTHER DEBTS AND CLAIMS
(*)See Note below
FOREST LAWN GARDENS Cemetery Lot,opening and closing
grave 250 00
"
Total 1.,204 00
.McD.anald,..Penns.ylvoaoia ,'"o..
(City or Town and State)
..U~..W~.~t.~inq9~.11.A'(~n4e ....0 •••••••••••••
(Street Number)
'Jatar)Pu~Ii •.'::Ll.:....L".!':aghi';gt~n Os
Note:The estate agrees to advise the Register of Wills if the amount actually paid in settlement of any fee,commission oi'debt is greater
01'less than the estimated amount claimed and allowed.
o ;,cd>
Subscribed and sworn to before me this .....,;{/..0 •••••0 •••0 •
....0 day of -!?.l1':l?.:r:Y ,19..79
....v.?~~~~.
PHYLLIS A.POPPER
H Mv.Commls:;lul],E1xolles October 9.1972 I I d h b tOf th t th b 't ' d 0 f 't 'th I th 0aVIng'oeen uU S;:::'0)1'accordIng to aw,0 ere y eel'I y a e a ove appralsemen IS rna e In con orml y WI aw on IS
0 /<f~dayof~a....-.::~,19..t.~r-J ..t?/~/..~~y~..0·~·p~Riser
In the event that any future interest in this estate is transfeITed in possession or enjoyment to llateral 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 TH~STER F WIL
I,the undersigned duly elected Register of Wills in and for.... . . . . .o.County,Pennsylvania,do respectfully
report that I have allowed debts and deductions in the amounts cia'ed by deponent cept as to t ose items where a greater or lesser amount
is set f~last column to t;right in :id schedule above,which greater or s r amou rep esents the sum al~~dedUCtiOn.
Dated:~/Y'../?7..............~.
Register of Wills
L-_
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Form No.RCC-62 (7-69)
WillAdministration INo Year .
IN THE
MATTER OF THE APPRAISEMENT
OF THE
ESTATE OF
GEORGE GIMA,SR.,..............................................................................
Deceased
Late of ..Mt.•..P."l~~5an;t:roWR£l:tip:...:...;....
~--:.h.=b --.::.,..~..en rr;.:::0 c:::,;....J
..County of yJ.a.s.l1j;q.~Jjf.;.....,......~....-...C/)'":-..>~"--l G-)~r--,
G'J rr;f·~1 ---.
Commonwealtlf9f.:Pe,nnsylvania.f"'il.<:-0 ~.
~-:>-r7,~t::::Jo:::z:.........:D....REPd§~b APi!tAISALb.r----.<:,:::).en c>
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"
R C C-81 (2-64)
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE •
BUREAU OF COUNTY COLLECTIONS
INHERITANCE TAX DIVISION
NOTICE OF FILING OF APPRAISEMENT
IilCHAEL GlllA Informant
IN YOUR REPLY PLEADE
REP'ER TO
j
In Re:Est a te of ~G~E::::·O::,:R:.:::::G~E~GI::::;~::..:lt:..:..I..2..,-:S:::.:R~._
____--!..!\nr~AS~"HI~N~G..:.:TO~N~County -File No.63-70-107
Dear Mr.Gima:
You are hereby notified that the original
appraisement in the estate of George Giroa.Sr.
has been filed in the office of the Register of Wills Qf \iashington
County on lJlarch 18 ,19.1.9.Said appraisement reflects the
following valuations:
Re al Es tate _--'-__---!:2""'•..l:::8~0~0.!...O~O~_
Personal Property __
Transfers -:-:...,.-~-....,..--
Tota1 -'2~,l-::8::.;:;0::.::0~•..:::;OO~---
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 __~1J:.:::lar~ch~::::18::::..:,L....:l:.L9..J..7::::..0 _
Title W.R.CHANEY,
DATE OF DEATH:Novemb er 23,1969
Note:This is not a bill.
COMMONWEALTH OF PENNSYLVANIA
tRANSFER INHERITANCE TAX
RESIDENT DECEDENT
SUMMARY
Estate of Gll1A,
(Last Name)
GEDRGE
(First Name)
SR.
(Initial)
DATE OF DEATH 11-23-69 FILE NO.63-70-107
REPORT OF INHERITANCE TAX APPRAISER
I,the undersigned duly appointed Inheritance Tax Appraiser in and for the County of Washington
Pennsylvania,do respectfully report that I have appraised the real and personal property as reported in the foregoing return at
the values set forth opposite each item in the last column to the right in Schedules "A","B", "C",and "E".
03-18-70
11-23-69
Dated:----_--=:_----=,...,----
REPORT OF THE REGISTER OF WILLS
REGISTER OF WILLS
Dated:~03o:::..--=1::.;8;...-...!.7.;;;..0 _
I,the undersigned duly elected Register of Wills in and for \i1ashington 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 gre er or lesser amount represents the sum
allowed as a deduction.
2,800 00
1,596 00
1.20L..00
$?gnn nn
2,800 00
1 ?nJ,00
1.596 00
VALUE AS REPORTED VALUF AS APPRAISED VALUE AS REAPPRAISED
$2)1 SAO .QL $-+__INVENTORY
Real property (Schedule A)
Personal Property (Schedule B)
Transfers (Schedule C)
Joint-Held Property (Schedule E)
TOTAL GROSS ASSETS
Less Debts and Deductions
(SCHEDULE F)
CLEAR VALUE OF ESTATE
Valuation of life estates or
annuities • • • • • • • • • • • • • • • • •••$r
ESTATE TAX ASSESSMENTS $-----C -t=____L
FOR USE OF REGISTER ONLY
Tax on $---------..,.--1---~62%)Tax on $=1c.z...L.L..:;5916::....+=tl~10_UY
Tax on $5%
Tuoo$lK
Tax on $15%
~~ptioos *
Total Estate -+-__
TOTAL TAX
COMPUTATION OF TAX
$------="'".....j.-=-.-
$--<...95:<....+...:..7~
$---------+--
$---------+--
$---------+--
$--------'---
(*)As evidenced by Charitable
Exemption Certificates issued
by the Secretary of Revenue.
Less tax previously paid
BALANCE
Less 5%of tax if paid within
3 months after death :::::::::=.:t==
BALANCE OF INHERITANCE TAX DUE $t=
Add interest at rate of 6%from_____-to $----J
AMOUNT OF ESTATE TAX ASSESSED $-------lL-
Estate tax paid $---Il-
BALANCE DUE $----Jl-
Add interest at rate of 6%from t=
------tto-----$-----~,
TOTAL TAX BALANCE $-----~PAID $-J
FOR USE OF REGISTER ONLY ADJUSTMENTS
NOTE:Where subsequent adjustments are made to the above computation of tax by the Register of Wills,for proper reason,
same should be noted below,with short explanation.
Will
Administration (No.
IN THE
...Year .
MATTER OF THE APPRAISEMENT
OF THE
ESTATE OF
GJIDRGE GUlA SB................,.
Deceased
"\
Late of .
County of
HT •..PLEASANT .TWf'.•...
.1i~A$!U:IIJG.1'()w.... .
Commonwealth of Pennsylvania
REPORT AND APPRAISAL
;.
..
-Fonn RCC-2
COMMONWEALTH OF PENNSYLVANIA DATE .................~~~.??....~.?.~......~.?.?..~.........................
DEPARTMENT OF REVENUE RESIDENT INHERITANCE TAX .................Y.!.~~..~~?§~.9.?...................~.COUNTYBUR.QU OF COUNTY COLLECTIQN&1 ~...........,.....
HARRISBURG,PENNA.17127 APPRAISEMENT FILE NO...................22::.7.9::J.9.7.....................,.................
Whereas,.................................Q~9.;rg~.....G.;j,m~,.....9..:r..'-..........................................................late of ..............................)~t..'-....f+..f:)e:t.f?9.-.Y.1t....~~JP..~................
in the County of .......................................w.~§.b;j.,ngt.Qn.................................................................Commonwealth of Pennsylvania,having died on
the ..............................................~3....r..q...............................day of .....................................NQy~p..~r ..............19...9..9..,seized and possessed of an estate
subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania;
Therefore,I,1'1.R.CHANEY an appraiser duly appointed according to law,.......................................................................................................................................,
having been designated to make a fair and conscionable appraisement of the said estate,and to assess and fix
the cash value of all annuities and life estates growing out of said estate,hereby file the following appraisement ~
In the event that any future interest in this estate is transferred in possession or enjoyment to collateral heirs of the decedent after
the expiration of any estate for life or for years,the Commonwealth hereby expressly reserves the right to appraise and assess transfer
inheritance taxes at the lawful collateral rate on B.ny such future interest.
Unit Apprai,ementDescriptionofAlletValuesMadeforInheritance
Tax PlIrpOI8S
$
REALTY :
All that certain piece of property located in Ht.
Pleasant Twp.,Washington County,Pa.,containing
mnxx 0.618 acres and havin£;erected theron a
double one and one-half story frame dwelling house.
For full descrintion see Deed Book 621 nae-e 162 2.800 00
-
-
I
I
II .
II
[,
i
Total 2.800 00
i
I
Having been duly swo;m according to law,I do hereby certify that the above appraisement is made in con-
formity with law on this ............................................................day of ...........,.................................................................................................................................,..19................
............................................................,.......................................,........,..........................................,...........
Appralaer
....................................................................................................................................................................
(Number and Street)
.....................................................................,...................................,..............................,Penna.
(Post O/llee)
WA$HJ.:NG.'r.QN County
~
RESIDENT INHERITANCE TAX APPRAISEMENT
Estate of
.q,E.:9~g~..G.:I:I':fAJ ?"3.~.
Deceased.
Late of
l'1T.P:E.EASANr TWP.
Date of Death,NQyE3.1JP.~.r.~3..,l9..Q9..
Appraisemel!t Docket Vol.,J...l .
Page,£¥:=£No 9.?::.7..9~J9.7 .
Filed in Register's OfJice,HQ.rqh ..J.$19.7.0 .
Amount of tax due,$.
DEPARTMENT OF REVENUE
Received,
Examined and Approved,.
Wrote abo.ut Appraisement,
Appeal fl'om Appraisement,.
Entered and charged,
,.
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