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HomeMy WebLinkAboutOC1971-0922 - ESTATE OF NAGY',- RCC-I03 (2-64) COMMONWEAL TH OF PENNSYLVANIA DEPARTME"!T OF REVENUE BUREAU OF COUNTY COLLE.t;:TIONS TRANSFER INHERITANCE TAX DIVISION INHERITANCE TAX RETURN FOR INSOLVENT ESTATES ONLY OF RESIDENT DECEDENTS COUNTYOF WASHINGTON j This return must be completed in detail and filed in duplicate,with the Register of Wills in the County where the decedent resided within one year after date of death,unless an extension is granted by the Secretary of Revenue. ,Box 566G,Charleroi , (Address)Pa.15022 . Will Admn.No.19__I,_-::S:-:u::-::s:-:a::.;n'-'-:-:'N:-'-'a=-9"t-'Y"--of R.O.#1 (Nome) Misc..f being duly sworn according to law,deposes and says that~e is the i_n_o_r:-:::m_a_n_t-:-_,----__,----_ (Exec.,Adm.,Legatee,etc.) of the estate of__H:..:-A=--:...:..:.R.:.:.R-=-Y--=-J=-=-A=-=-M=.E;:..S--:.:..N=-=-A=G-=-y..z.,late of Fa 11 owfi el d Twp.,Washington Co.Pa. (City,'Borough,or Township) deceased,and that the whole of the estafe of sQid decedent,who died on __~J-=u..:.:nc.::e,----,1,-:8,=-,-'-,--:-1-=.9-=-7-::1.....,'---_ (Dote) consisted of the assets listed below and that allowable debts and deductions exceeded the fair ma~ket value of the assets and no Pennsylvania Transfer Inheritance Tax is due. ,Department C",Valuation CAUTION (Do not writ.e in this space),. /~oo,t3 Gf 3-0 'Jo Ii-~,y",()d Estimated ~. Market Value .~.d1'J. $1400.63 OiK.j~O.00 ~i-.·-JiJ-2 5•00 255.00 ....... ASSETS (Attach additional sheets if necessary) Description of Asset Savings Acct.#5200695 in First Federal Savings and Loan Association of Monessen, Monongahela Offi~e,Monongahela,Pa. 1 1962 Pontiac Coupe Serial #162P95886 (Title #G15259282) 1 1962 Rambler Station Wagon Serial #C701836 (Title #C14674751) Social Security Death Benefits NOTE:Both vehicles are in poor and will be sold for junk Type of Asset: Real Estate,Pers. Property,Jointly Held Prop.or Transfers Personal Property Sw..n and ,.b,cdbed belo,.me ~ -=-.;"'-4=-=---- 19--JrlvE.WE"ZEl,Not",'"bll'~~-e)-------J-~~U~~+4~~~~---.::.·j:.::on::on::g;;:ahela,WaShington County,Pa,__\\('~tl ---1 Commission Expires Informan t _____~~-~-__T-OT-A-L_S~~730.6r ~~5~ REPORT OF INHERITANCE T X APPRAISER I,the undersigned du Iy appointeCl Inheritance Tax Apprai ser in and for t e above County do respectfu Ily report that I have appraised the real and personal property as reported in the foregoing sch ule at the values set forth 0 posite each item in the last column to the right.__~~~~:Lf:~~~:::::....~U=---__,_- Dated:I 0 -J ~-7 I Name of Payee DEBTS AND DEDUCTIONS Nature of Claim Amount Claimed Amount Approved by Register L.M.Frye Funeral Hom Monongahela Cemetery Monongahela Cemetery Robert Shaw,D.O. Charleroi-Monessen Hospital Memorial Hospital William Rongaus,M.D. Quinet Monument Co. Tri-Cities Ambulance Fallowfield Township Daily Herald Sanders Flower Shoppe Estimated costs Joseph L.Hoffmann Susan Nagy Funeral expenses Lot Opening grave Honorarium Hospitalization Account vs.decedent Professional services Grave marker Ambulance service Per Capita tax Card of Thanks Account vs.Estate Petition,Notary fees,etc Attorney·s fees Allowance $675.00 240.00 80.00 5.00 83.60 390.00 25.00 290.00 10.00 9.80 3.00 15.00 20.00 100.00 _1 TOTALS $2032.90 1.0.3 'l.ll~ REPORT OF THE REGISTER OF WILLS I,the undersigned duly elected Register of Wills in and for the above County,do respectfully report that I have allowed deductions in the amounts set forth in the above schedule as claimed,ex here I have set forth a greater or lesser amount in the last column to the right,which greater or lesser amount represen s e su allowed as a deduction. D f A I -_.J.iJ ,Jl1 RUSSELL MARINO litate0pprova:.----4,\----=--''-'''''---::-''''---1.--,---.,.,--------- CC-;-19 1971 RUSSEl[MARrrr~ Will ) Administration No.Year__' IN THE MATTER OF THE APPRAISEMENT OF THE '- ESTATE OF HARRY_JAMES NAGY~ Deceased Late of Fallowfield Township County of Was h; n9 ton Commonwealth of Pennsylvania ,,; ~,~'~I r ...") ==:;:.,»lil ::n (/)GJ L:r:-(..")-L0 ,.- Z --:..:.-.1 • REPORT AND APPRAISAL--J ' ~-"r- -l ::;<.J -2 (.-:'J ;~~:.a -"';:_ ~-,-.-".-0 r-0»(f) .) ~-:; :;:) c::l G>J 4,_t --, Josepn L.~-"::DJ1 .At~:-rn ~.,t._..va~2 VI,1'':'.::..:::.l'Ce& DOJloJlgahela,Pa.15003 IN THE COURT OF COMMON PLEAS OF WASHINGTON COUNTY,PENN- SYLVANIA,ORPHANS'COURT DIVISION NO.4'~t--OF 1971 . &,3-7)-~~ ~;," ESTATE OF HARRY JAMES NAGY, Deceased PETITION FOR SETTLEMENT OF SMALL ESTATE .''.~}~~,...:.--~:,~1 ~·. \\::::~'_~1 ...~\_-l....·.~~~1_ ·'t,..rrl'-'->~,.~~_~~"'7}:~)~):::..(.~(:..::.::.., \'-l ~'l ~(?~..;-;_~""1 _--":J.--c -~~~.~~-.- .------..r:;-: V'O>en ...-.... -,........ ~. -j _.J ,--....,.- -.::::J c:> ..-dliflloo,...:.:n;- G:' JOSEPH L.HoFFMANN ATTORNEY AT LA-w 242 WEST MAIN STREET MONONGAHELA,PENNSYLVANIA 15063 IN THE COURT OF COMMON PLEAS OF WASHINGTON COUNTY,PENNSYLVANIA ORPHANS·COURT DIVISION ESTATE OF HARRY JAMES NAGY, Deceased NO. PETITION FOR SETTLEMENT OF SMALL ESTATE OF 1971 To the Honorable P.V.Marino,President Judge of said Court: The petition of Susan Nagy,by her Attorney,Joseph L. Hoffmann,respectfully represents: 1.That your petitioner is the mother of Harry James Nagy,now deceased,and is a resident of Fa110wfield Township, Washington County,Pennsylvania;and that her post office address is R.D.#1,Box 556',Charleroi,Pennsylvania,15022. 2.That Harry James Nagy,aged 43 years,a resident of Fa110wfield Township,Washington County,Pennsylvania,and a citizen of the United States of America,died at the Char1eroi- t~onessen Hospi ta 1,Charl eroi ,Pennsy1 vani a,on June 18,1971, at 11:00 o'clock A.M. 3.That the decedent died intestate and no Letters of Administration have been granted upon his estate. 4.That the gross value of the decedent's estate does not exceed the amount of $2500.00.The items of personal estate of the decedent and the values at the time of his death are as follows: Savings Account No.5200695 in First Federal Savings and Loan Association of Monessen,Monongahela Office $1400.63 50.00 25.00 255.00 $1730.63 1 1962 Pontiac Coupe Serial No.162P95886 (Title No.G15259282) 1 1962 Rambler Station Wagon Serial No.C701836 (Title No.C14674751) Social Security D~ath Benefits Tota 1 NOTE:Both motor vehicles are in poor condition and will be sold for junk prices. 5.The decedent was unmarried at the time of his death but was survived by the following persons: Carol Ann Nagy Daughter Address unknown Sherry Jean Nagy Daughter Address unknown Diane Marie Nagy Daughter Address unknown James E.Nagy Father R.D.#1, Susan Nagy Mother Charleroi,Pa. R.D.#1, Charleroi,Pa. Your petitioner has been informed that Carol Ann Nagy and Sherry Jean Nagy are respectively married but neither their married names or whereabouts are known to your petitioner. 6.The decedent has maintained the family relationship with your petitioner and his father for the past seven years. 7.The debts of the decedent or his estate,all of which have been paid,by your petitioner,are as follows: Name of Creditor Nature of Claim Amount L.M.Frye Funeral Home Funeral Expenses $675.00 Monongahela Cemetery Lot 240.00 Monongahela Cemetery Opening grave 80.00 Robert Shaw,D.O.Honorarium 5.00 Charleroi-Monessen Hospital Hospitalization 83.60 -2- Memorial Hospital William Rongaus,M.D. Quinett Monument Company Tri-City Ambulance Fallowfield Township Daily Herald Sanders Flower Shoppe Estimated costs Joseph L.Hoffmann Susan Nagy Account vs.decedent 390.00 Professional services 25.00 Grave marker 290.00 Ambulance service 10.00 Per Capita Tax 9.80 Card of Thanks 3.00 Account vs.Estate 15.00 Petition,Notary fees,etc 20.00 Attorney's fees 100.00 Allowance 86.50 Total Claims $2032.90 8.Your petitioner has paid all of the items of disbursement listed in paragraph 7 hereof from her own funds and the benefits received from the Social Security Administration. 9.Your petitioner requests the Court,pursuant to Section 202 of the Fiduciaries Act of April 18,1949,P.L.512, as amended,20P.S.Sec 320.202,to direct distribution of the assets of the decedent's estate to her as reimbursement for the sums expended by her in payment of the debts of the decedent or his estate. And she will ever pray,etc. ~~ by_~.4Pf6f:t{£f!.:::.C.~~~~~~,-;-;---­he Petltioner -3- COMMONWEALTH OF PENNSYLVANIA SS: COUNTY OF WASHINGTON Before me,a Notary Public in and for said County and Commonwealth,personally appeared Susan Nagy,the petitioner, who being duly sworn according to law,deposes and says that the averments set forth in the foregoing Petition are true and correct as she verily believes. Sworn to and subscribed before me this tenth day of September,A.D.1971. Noary PUb1C My Commission Expires: BETTY E.WENZEL,Notary Public Monongahela,Washington ~ounty,Pa" My Commission Explre~ May 9,1972 -4- 4 " Re c-l 03 (2-64) COMMONWEALTH OF PENNSYLVANIA,. DEPARTMENT OF REVENUE BUREAU OF.COUNTY COLLECTIONS TRANSFER INHERITANCE TAX DIVISION INHERITAN~E.TA'f..RETURN FOR INSOLVENT ESTATES ONLY OF RESIDENT DECEDENTS COUNTY OF WASH I NGTON -------_.._--_._-- This return must be completed in detail and filed in duplicate,with the Register of Wills in the County where'the decedent rl:sicbJ wil'f,in one year offer date of d'oath,unless an exten~ion is granted by the Secretary of Revenue. Will Ad N ·19 I SUS anN a9ymn.0.______,_----=--=-=c..=...:~=:-=_"!-t..l----------'-- (Nome) informant---- deceased,and that the whole of the estafe of sllid decedent,who died on Misc.. bei ng du Iysworn according to law,deposes and says that ~e is the_ (Exec.,Adm.,Legotee,eIC.) of the estate of ._--:..:.H.:...:A..:..;R..:..;Rc..:..Y--=:J..:.-A:..:..M:.=E:...::S:--:.N'-CA..:..:G::,..:V'-"-,Iate of Fall owf ie 1d Tw p .J..-.kJ_g~~h .iJl9..tQJL..c~~ (City,Borough.or Township) June 18,1 971....1......-_......:-" (Dole) consisted of the assets listed below and that allowable debts and deductions exceeded the fair ma'rket value of the assets and Date ofApproval:~__:--- Department Valuation CAUTION (D0 not write in this space) 50.00 Estimated Market Value 25~00 255.00 I I $1730 .63 .T---------------- $1400.63 83.60 390.00 25.00 290.00 10.00 9.80 3.00 15.00 20.00 100.00 t--_.....8cu6............5.....0__--_._------ $2032.90 $675.00 240.00 80.00 5.00 TOTALS TOTALS etc -..".~~.,,,~ DEBTS AND DEDUCTIONS Nature'of Claim ASSETS (Attach additianal sheets if necessary) Des cription of Assat Funera 1 expenses Lot Opening grave Honorarium Hospitalization Account vs.decedent Pro f es s iona1 sen;';ces Grave marker Ambulance~service Per Capita tax Card of Thanks Account vs.Estate Petition,No~ary fees, AttorneY's'fees Allowance -------- Nome of Payee Swo"GOd "b'Cdbed bolo,e me 19 ?X E.WLml,N...",.blle ,~~~;_)._~-:. _ d,JllOllgallela,Wasllington County,Pa.__\J eVtl--f<f-~~!-:<f.1Ln'7f1:;~~':-::-7f=='----Mv-Com IIIiss iOIl Expires Informan t . ~--------_._--_.._-_.__._-,._-_.._-;-_.r--- Personal Property no Pennsylvania Transfer Inheritance Tax is due. REPORT OF THE REGISTER OF WILLS I,the undersigned duly elected Register ofWills in and for the above County,do respectfully report that I have allowed deductions in the amounts set forth in the above schedule as claimed,except where I have set forth a greater or lesser amount in the last column to the right,which greater or lesser amount represents'the sum ~llowed as a deduction.. .REPORT OF INHERITANCE TAX APPRAISER I,the undersigned duly appointealnheritance Tax Apprai'ser in and for the above County do respectfu!ly report thet'!~ove appraised the real and personal property as reported in the foregoing schedule at the values set forth opposite each item in the last column to the right..--,------:------=.--,-----_._------~D~a!!te~dl:::==========r===-.:::In.:::he:..:..r~itonce Tox Approiser I _ l Amount 1"Amounl Approved Claimed by f~"yi,ter -------------+--------_._~--,----------+------------------ L.M.Frye Funeral Homp Monongahela Cemetery Monongahela Cemetery Robert Shaw,D.O. Charleroi-Monessen Hospital Memorial Hospital William Rongaus,M.D. QuinetMonument Co. Tri-Cities Ambulance Fallowfield Township ,Daily Herald Sanders Flower Shoppe Estimated costs Joseph L.Hoffmann Susan Nagy Type of Asset: Real Estate,Pers. Property,Jointly HeId Prop.or Transfers--~.--.:..----'--+-",.----,--'-----;;--;--""'7;"';::;-;::c-:;:;-;:O-=-;::--;---=-:--;--=---;,.--:;--'"--+---'-------Savings Acct.#5200695 in First Federal Savings and Loan Association of Monessen, Monongahela Office~Monongahel~,Pa. 1 1962 Pontiac Coupe Serial #162P95886 (Title #G15259282) 1 1962 Rambler Station Wagon Serial #C701836 (Title #C14674751) Social Security Death Benefits ~OTE~Both vehicles are in ~oor condition aQd'will.be sold for junk prices. t"~ \, f·, I "~. IN THE COURT OF COMMON PLEAS OF WASHINGTON COUNTY,PENNSYLVANIA ORPHANS'COURT DIVISION ESTATE OF HARRY JAMES NAGY, Deceased ~.3-7J-cr~~ NO.OF 1971 ORDER AND DECREE AND NOW,September ,/3 '1971,th,e foregoi ng Petition having been presented to the Court,upon full consider- ation thereof,it is hereby Ordered,Adjudged and Decreed that the assets of the Estate of Harry James Nagy,deceased,in the amount of $1730.63,be awarded to Susan Nagy,and being in partial reimbursement for the sums the said Susan Nagy has paid in connection with the debts and expenses of the said Harry James Nagy,deceased,or his estate;and it is further Ordered, Adjudged and Decreed that a certified copy of this Order and Decree,will be authority for the First Federal Savings and Loan Association of Monessen,Monongahela Office,Monongahela,Penn- sylvania,to transfer or pay to the said Susan Nagy the Savings Account No.5200695,registered in the name of the said decedent; and also to constitute authority on the part of the said Susan Nagy to assign,sell and transfer the titles to two motor vehicles, viz:one 1962 Pontiac Coupe,Manufacturer's Serial No.162P95886 (Title No.G15259282),and one Rambler Station Wagon,Manufac- turer's No.C701836 (Title No.C1467475i)and to execute all assurances required by the Department of Revenue of the Common- wealth of Pennsylvania,to RCC-Bl (6-71) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS HARRISBURG 17127 NOTICE OF FILING OF APPRAISEMENT SUSAN NAGY (Executor or Administrator) IN YOUR REPLY PLEASE REFER TO Inheritance Tax Division / In Re:Estate of __w_/\_M_n Y__J_4_ru_'ll_::S_'_f_,J/_tG_y _ i'JASIIINGTOn County -File No._-=6~3-_7!..=1=--..L92=2=___ Dear Hiss Nagy You are hereby notified that the-=-_~o:=:r~iogma~'~1",--_ appraisement in the estate of He1.rryJames Nagy has been filed in the offic'e of the Register of Wi lis of\']ashinr!,ton County on ,October 18,,19 71,Said appraisement reflects the following valuations: Real Estate _ PersonaI P roperty l=,1:l:JaL..<5!....!!.~6~3 _ Transfers _ Jointly Owned _ TotaI ~1....,,""14a......5---.6"'-3.L------- 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 nine (9)months (fifteen months when death occurred from December 22,1965 to June 16,1971,inc Iusive; and twelve months when death occurred prior to December 22,1965)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. SignedDateOctober]S,]9'7] DATE OF DEATH:June 18,1971 Note:This is not a bi II. /; ,%d.,tG-U:J-,;I::I?Vjpb) ""c::;;''-..(I TitIe __-'rc...:·'!~·2=..n:.::c::.:e=_=s=__=le=·:.,:,'o~JL..:.:A:J;p~D:=.r~a~i~G..::::e=_r_ll~_ ES'rATE INSOLVENT 675.00 2 I~0.00 80.CO 5.00 83.60 390.00 25.00 290.00 10.00 9.80 3.00 15.CO 20.00 1 0 a.00 _86.50 ci 032.90 T .00 T .00 T .00 T .00 T ~)4 7 5.63 1 f.~),+{5b~-.5 S 6032.90- ~. RCC-39 (5-68) COMMONWEALTH OF PENNSYLVANIA TRANSFER INHERITANCE TAX RESIDENT DECEDENT SUMMARY (First Name)(Initial) Estate of N_A_G_Y_,_HARRy_JAMFS DATE OF DEATH 6-18-71 (Last Name) FILE N093-71-922 REPORT OF INHERITANCE TAX APPRAISER I,the undersigned duly appointed Inheritance Tax Appraiser in and for the County of "VIIASHINGTON Pennsylvania,do respectfully report that I have appraised the real and personal property as reported in the foregoing return at ::t::1ue::::~::':::Ch item iu ilie 1."column to the ,;,ht inq~~ INHERITANCE AXjAPPRAISER REPORT OF THE REGISTER OF WILLS I,the undersigned duly elected Register of Wills in and for WASHINGTON 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 "~ter or lesser amount represents the sum allowed as a deduction.(I r- Dated:OC j 19 1971 RUSSELL MARINO' REGISTER OF WILLS VALUE AS REAPPRAISED $-------+--1,7.i75o OJ 1,475.63 2J...O'32.90 LVENT $ 1.,4'(')•oj;,i 1;475,63 2.012 QO ESTATE INSO VALUE AS REPORTED VALUE AS APPRAISED $ 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 FOR USE OF REGISTER ONLY Tax on $-+__~ Tax on $6% Tax on $0 Tax on $10% Tax on $15% ~~ptioos * Total Estate -1-__ TOTAL TAX COMPUTATION OF TAX $---------4-- $---------4-- $---------4-- $-------+-- $--------1-- $--------'---- (*)As evidenced by Charitable Exemption Certificates issued by the Secretary of Revenue. Less tax previously paid BALANCE Less 5%of tax if paid within 3 months after death ::::::::::!:::~= BALANCE OF INHERITANCE TAX DUE $t= Add interest at rate of 6%from_____to $-----.J AMOUNT OF ESTATE TAX ASSESSED $__~_---IL- Estate tax paid $--JL- BALANCE DUE $--...ll___ Add interest at rate of 6%from t= ------I.to-----$--------1' TOTAL TAX BALANCE $------1 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. r WAdill ..tr ti l No .mlms a on ~ IN THE year . MATTER OF THE APPRAISEMENT OF THE ESTATE OF HARRY JAMES NAGYf Deceased Late of County of FALLOWFIEID .TWP.•...... WASHINGTON Commonwealth of Pennsylvania REPORT AND APPRAISAL ~ ... Fonn RCC-2 ...'-•-.. .,.COMMONWEALTH OF PENNSYLVANIA DATE ...:..~.:..._Octo~.(3,~.....~.?I.......!.97+'...........................•DEPARTMENT OF REVENUE WASHJNGTONRESIDENTINHERITANCETAXCOUNTYBUREAUOFCOUNTYCOLLECTIONS................................................................................................ HARRISBURG.PENNA.17127 APPRAISEMENT FILE NO•.........§?~.7+.~.9?g ......................_.................... Whereas,HARRY JAMES NAGY late of FALLOWFIELD TOWNSHIP..................................................................................................................................................................................................................................................................... in the County of ......................~~?J.:l~~~?~9~..............................................................................:Commonwealth of Pennsylvania,having died on the ..................................l.etb...............................................day of .......~W1~..........................................................19.7.l....,seized and possessed of an estate subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania; Therefore,I,................................f.ran.c.e..~...~e..o............................................:..........:.........,an appraiser duly appointed according to law, having been designated to make a fair and conscionable appraisement of the said estate,and to assess and fix the cash value of all annuities and life estates growing out of said estate,hereby file the following appraisement: In the event that any future interest in this estate is transferred in possession or enjoyment to collateral heirs of the decedent after the expiration of any estate for life or for years,the Commonwealth hereby expressly reserves the right to appraise and assess transferinheritancetaxesatthelawfulcollateralrateonanysuchfutureinterest. Unit AppraisementDescriptionofAssetValuesMadeforInheritance Tax Purpoles .Personal $ <:1:,.,,.,Cnmr ....j..j..,...J,.,,,,,A t.n .1,475 63 •v Total 1,475 63 ESTATE INSOLVENT '. J ! r '. form:V:~hb~~::~h~w<>rn·/i~~I~~:~~o~e~~~~~~~~::::!"?~~~ ../.Appraiser.'-.............................................................................................................-........................................................, (Number and Street) ........................................................................................................................................,Penna.(Post Oftlee) RESIDENT INHERITANCE TAX APPRAISEMENT Estate of ~\ 'l-'.. .. ;... vlASHINGTON County HARRY JAMES NAGY Deceased. Late of FA;L.:LQWf.~'J?QWN?tI:I::I?. Date of Death,~':l?.~...~~.'......~'!.!~....Appraisemei!t Docket Vol J ~.. Page~!~~~~~·.···::§~:i.i;~··············· Filed in Register's Office,,, Amount of tax due,$. DEPARTMENT OF REVENUE Received, Examined and Approved,'" Wrote abo.ut Appraisement,. Appeal fyom Appraisement,.. Entered and charged,- . l, ,