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HomeMy WebLinkAboutOC1971-0957 - ESTATE OF MATAYForm No.15 (1960) Will \J..•IJ.-..7·/-9·.'~~~gton C?uuty.Ba.r Associationb...J ..-:J /Washmgton,Penp.a.) I,....._...A..NNA....MA.T.A.Y.,..-wl.dow..,-o.f....F.a.llowr.1e~d ...T..owns.h1p.,.Wa.shingtcn-_ _ _....._-, ifg._.....c..QJJ.n.t.y..,.__~.e.n..'l.s:J.l:v.ania..,=-.._~._.~_...:!....~....~.....~.....:!....:!...~~....~.....~:!_..~....~....~.._~._.~~~~.._..., being of sound mind and memory and understanding,do hereby make,p~blish and declare this to . be my Last Will and Testament,in manner and form following,hereby revoking any will-or wills heretOfore made by me. First.I direct that all expenses attributable"to my l~st illness and funeral be fully paid and satisfied,as soon as conveniently may be,after my decease. Second:I hereby give,devise and bequeath allot my property,real, personal and mixed,ot whatever nature and wheresoever situate,which I may own or have the right to dispose ot at the time of my death, unto my son,JOHN MATAY;JR.,absolutely .. I do hereby make,constitute and appoint John Matay,Jr., -~-----_..~ -_......_~- to be my execut or of this my Last Will and Testament,to servewlthout bond._ IN WITNESS WHEREOF,I Anna.Matay,widow,the Testat-rlx above named,have hereunto subscribed my name and affixed my seal,the 22nd, day of June,in the year of our Lord one thousand nine hundred and sixty-six• ....~...~f4~ Signed,sealed,published and declared by the above named Testatrix,- - - - - -----,as and for her Anna Matay,widow, Last Will and Testament in the presence of us,who have hereunto subscribed our names at her request as witnesses thereunto,in the presence of said testat rlx ,and of each other. (i)~~1'\/.~.~~~; ....................?~__~.. .......... ~ ~.... - 4-<o ~~!0:'01.....'~i .c~1<ll!8:~I <1§1<I J ! -!.... 1 !:-...4!01>i~!0:0!~ :-:.-.~~ ""C:i >::<I)......a '"d<I)'"d '"d>::I-:., CIl 0u'"d <I) <I)~5 '"d I-<>::P-t CIl vbJ} CIlP-t :~:<1):~:00:.""""ibJ}'<1)i~ :. .....'-'''~,.",. ..~...~ ,'~,~i e Cd )P-l Cd ...:J "t) ClS+lr-t+I_Cd r:-f _ UJ .,... o ~>OG>~l:l G>eMM AO+l-Pl:l e +I G>r.><a::l " ,·~~~~~,·~L;;;a:>;.~~_;:::e:::......._......~~~~~~-..~"""_",.~~~•..____"__,_._ Form No.Rt:C-62 (6-70)THIS FORK REQUIRED IN ALL ESTATES WITH GROSS ASSETS UNDER $10,000,UNDER SECTION 701 OF Acr OF JUNE 18,1981,) ti'\l'kcTIVE JANUARY I,1982,(FILE IN DUPUCATE WITH COpy OF WILL ATTACHED)).-&3 -71-90 7 OFFICE OF THE REGISTER OF WILLS WashingtonCountyof"",.",..,.",...,.,..,., ,,,,,'!?AIf,~~t~.Y.!.,~J;:,.,. , ,,',, . , ,.., . , , , , ,. , ,"of ,.~~,p.~.#~t.,I}~!1,t:+~Y.VP·;3:~"..Il?!.·,.,,,.,,... (Name)(Addreu) being duly .._.._~~?:_l!:...according to law,deposes and says that he is the__. . . ._ (Exec.,Adm.,Lep~,Etc.) of the estate of h~_~~__l1~!:.~y .._.whose last residence was ........------..- (No.)(Street) f-§..:I._1Q:w.:fj._~lg ~~-!• •..deceased,and that the whole of the estate of said decedent,who died _.~~S_~_._~_~_!J~.IO (CilY,Borough or Township),(Date) consisted of: REAL PROPERTY REAL PROPERTY IN PENNSYLVANIA,WITH STATEMENT OF MORTGAGE ENCUMBRANCES UPON EACH PARCEL AT DEATH OF DECEDENT, _WHERE PROPERTY HELD AS JOINT TENANT OR TENANCY BY ENTIRETIES,GIVE NAMES,ADDRESSES AND RELATIONSHIP OF OTHER OWNERS. Real Estate Estimated Value ALL that certain tract of land situate in Fallowfield Township,Washington County,Pennsylvania,bounded and described. as follows: BEGINNING at a stone at the northwest corner of the herein descrJ.bed tract of land;thence by land ot E.Lgy S.carson, North 70 0 20'20"East,a distance of 555.93 feet to a post; thence by land of Mike Matay,South 19 0 9'20"East,a distance of 317.92 feet to an iron pin;thence continuinq bv said Mike Matay's land,North 66 0 24'1011 East,203.55 feet to a point J.n the Dublic road leadinq to Bentlevville;thence in and bv said Public Road,South 1 0 47'East,a distance of 72.83 feet to a noint in said road'thence bv said Mike Matav's land,North 87 0 57'50"East,a distance of 388.94 feet to an iron pin;thence bv land of Jacob Gibson.South 190 23'East,a distance of 561.09 feet to an iron pin;thence by land of Mary Morton,South 66 0 24'10"West.a distance of 1350.01 feet to anoint Dost;thence by land of Mrs.Harlin,North 70 35'west,a distance of - 1170.07 feet to the olace of beqinninq.CONTAINING 25.851 acres, according to a survey made November 12,1939,by McDonald & Bialer.Enaineers. EXCEPTING and RESERVING,thereout and therefrom, ~~~yall that certain'tract of land consisting of 2.061 acres as per survey made on April 7,1951,by J.D.McAlister, Registered Engineer and Surveyor,conveye~to Michael Yurkovich and Marv Yurkovich.his wife.bv deed of Ahnie Matevov Subock, Widow,'et al.,dated June 6,1951,and recorded in Deed Book ~.t.795.Daqe 288.UPON which is erected a two story frame house,A'.~ no bath,no water,hav~ng a value of .............................:;;.:S,uuu.uu " PERSONAL PROPERTY: None. NOTE:You may expedite .the processing of this return by filing with it,and as a part of the return, letters from financial institutions or mortgage holders,certifying to amounts on deposit or owed by the decedent as of the date of death.Such letters must be signed by a responsible officer of the financial institution or mortgage holder and indicate clearly amounts of principal and interest in the decedent's account at the date of death and the type of account,account number and the exact name or names in which the account is registered.x ~--~_.--~~---------------------------------------...Jointly Held Property .'Estim'ated Value ~- None.- .- - - Transfers within TWO YEARS Prior to Death None.~ -J - I.,-- -. - ~..' 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 None., - - BENEFICIARIES BENEFICIARIES AND ADDRESSES RELATIONSHIP SURVIVED AGE OF LIFE (If step-children or DECEDENT TENANTS OR INTEREST OF (Sta~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 AT DEATH OF '-IN ESTATE forth this fact.)OR NO,DECEDENT. John Matay,Jr.Son Yes All R.D.#1,Box 27, Bentleyville,Pa.15314 ~ESWENT DECEDENT DEBTS AND DEDUCTIONS CLAIMED NOTE:List first five items in the spaces so provided,observe notations thereon,and instructions. DEBT OR CLAIM NATURE OF SAME AMOUNT THIS COLUMN iKEGISTER ONLY Thompson Funeral Home Funeral expenses paid $1,072.~O $ John Matay,Jr.Family exemption (will not be allowed unless decedent died residing with a spouse or children.)1,000.)0 Administration Expenses * J.D.costa,Esq.Counsel fees *75.)0 I Fiduciary commission * OTHER DEBTS AND CLAIMS (*)See Note below Quinet Monument Co.Memorial 220 00 Fr.John Palko Services 40 00 Bentleyville Flower Shop Merchandise 65 72 Margaret Puskarich Merchandise 20 00 Dr.Bonessi Professional Services I 28 OC Robert c.Gordon Ambulance Service 25 OC I Anthony R.Haradin,M.D.Professional Services 125 00 Register of Wills Probate Will 12 5C T Total $2,683 22 1.-(V'j ,1..-L (Street Number) Bentleyville,Pa.15314 •••••••••••••••••••••••••••••••••••••••••0 •••0 •••• (City or Town and State) 'f-o ..~..1fla./;;~./J (EZecutor-A~;;"fYaty.'0 ~.D.#1,Box 27 t. Subscribed and sworJ)~to ~efore me this ;I;~:t:~. 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. ..............: , ,da;"oi QC:t;9l:;>~J;',19.7.l ............~~~~. My Commissftm Expire.Sop.tember 3.1973H.aving been duly sworn according to law,I do hereo/-n.eer:rtify that the above appraisement is made in conformity with law on this ,-10',V LF~,I..............1/0}..k dayof ,~;,19 I.~.Q ...........,,:;i;;IV../.~?-:::~~...........'..~.n~) Appr 'Ber In the event that any future interest in this estate is transferred in possession 01'enjoyment to collateraJ heirs of the decedent after the expiration of any estate for life 01'for years,,the Commonwealth hereby expl'essly reserves the right to appraise and assess transfer'inheri- tance taxes at the lawful collateral rate on any such future interest. REPORT OF THE REGISTER OF WILLS I,the undersigned duly elected Register of Wills in and for..W.{J.ni.-.4~</~.~~....County,Pennsylvania,do respectfully report that I have allowed debts and deductions in the amounts claimed by depol;1f-J t,,~"xcept as to th e items where a greater or lesser amount::':"h.:0GT'j'rl;7.t~~;.;~:'~~;;~~.~h~~':~bOVO'whi,h greate,""'~:r~t:.;:~.~\.:~~~d.~,ti~~..... Register of Wills j ~Form No.RCC-62 (6-70) WillAdministration INo Year . IN THE MATTER OF THE APPRAISEMENT OF THE ESTATE OF ANNA MATAY Deceased Late of Fallowfield Township.............................................................. County of ..~i3:~~.~I?-gton ..... Commonwealth of Pennsylvania REPORT AND APPRAISAL "'1 d ..0;)I~0j .':'II \IiSVti\ S11\if,:\':;~:-:\!::.\!)j II 0;<':",:~~.i1 H r, :.."~.~"#'#- I ••••,\.... , • -~.\\\>",,\ #(1'\..'\\'\. -j;"11 fit H ,.,\\' Ltl Ld ~\UQ \L, - J.D.costa,Esq. R CC-81 (2-64) COMMONWEALTH OF PENNSYL VAN IA DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS INHERITANCE TAX DIVISION NOTICE OF FILING OF APPRAISEMENT JOHN MATAY (Executor or Administrator) IN YOUR REPLY PLEA8E REFER TO 38-207-7 ) In Re:Est ate of A~NN~A;.:..-:MA~T::...A~Y=--_ ..,--_~W:.:.A:.:S:..:.H:.:lN::.:...::G:...:T:..:O:..::.;N~-----County -File No.63-71-957 Dear Mr.Matay, You are hereby notified that the~~~O~r~l~·g~i~n=a=l~_ appraisement in the estate of A_NN__A__~MA~T::...A~Y~__ has been filed in the office of the Register of Wills qf WASHINGTON County on October 20 ,191!.Said appraisement reflects the following valuations: Real Estate 3,000.00 Personal Property ~---------- Transfer s _ Total 3,000.00 As to such tax that is paid within three months from date of death,.a five (5%)percent discount is allowable.As to any tax that remains unpaid after one year from date of death,interest at the rate of six (6%)percent per annum is charged. Any party in interest who is aggrieved by an appraisement may '.appeal therefrom as provided by law. Title Da t e __0..:..c...;:.t...;:.o...;:.b...;:.e..:;;..r--:;2...;:.O...z.2--=1...;:.9...:..7.=1:..-__ DATE OF DEATH:August 23,1970 Note:This is not a bill. Signed _~FRA=N:.:..C=E=~S::.......:L==E::..;O::--_ CHIEF APPRAISER RCC-39 (5-68) COMMONWEAl.TH OF PENNSYI.VANIA TRANSFER INHERITANCE TAX RESIDENT DECEDENT SUMMARY Es tate of.....MA"""""-'T.....A.....Y"--__---"A.....N..........NA""'---DATE OF DEATH 8-23-70 (Last Name)(First Name)(Initial) FILE NO.63-71-957 REPORT OF INHERITANCE TAX APPRAISER Dated:__O=-..::c::....:t"--'o~b"--'e=r'----=2~0~,~1:....:::9~7_=1'__ 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". .~~~~(h>oa INHERITANCE TAX APPRAISER 1/ REPORT OF THE REGISTER OF WILLS lA.L~ R GISTER OF WILLS Dated:OCT 211971 RUSSELL MARINO 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 "F"c grea lesser amount represents the sum allowed as a deduction. 1.nnn nn 3.000 00 2.683 22 316 78 $:~lllm nn 3.000 00 2 683 22 316 78 VALUE AS REPORTED VALUE AS APPRAISED VALUE AS REAPPRAISED $$-------+-- 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 Valuatio'il of life estates or FOR USE OF REGISTER ONLY Tax on $------.................-4=,.,......-2%Tax on $3.::..=...1.6.::.......tr7.:...'8~c:§:JD7 Tax on $5% Tax on $10% Tax on $15% ~~pti~s * Total Estate ---J~- TOTAL TAX COMPUTATION OF TAX $-------=-=-+---,,..,,,.- $=1.::..9-+--:0=10.- $--------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 ::::::::::::t==== BALANCE OF INHERITANCE TAX DUE $t= Add interest at rate of 6%from _____to $------' AMOUNT OF ESTATE TAX ASSESSED $-------ll- Estate tax paid $....JL- BALANCE DUE $----~~ Add interest at rate of 6%from t= ------lto-----$------4 TOTAL TAX BALANCE $-----~ PAID $-' 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 !...No.AdmInistration IN THE Year . MATTER OF THE APPRAISEMENT OF THE ESTATE OF ANN,A1{L\'!'A,X Deceased Late of FALLOWFIELD T\vP. I County of.lvASHINGTON Commonwealth of Pennsylvania REPORT AND APPRAISAL ( ~., Fo"!,..RCC~~~-"f October 20 1971.COMMONWEALTH O~PENNSYLVANIA DATE .....................................................,.....t ........................................... DEPARTMENT OF REVENUE RESIDENT INHERITANCE TAX .........~~~..~..4A!!,gt...Q..!t..............................COUNTYBUREAUOFCOUNTYCOLLECTIONS HARRISBURG,PENNA.17127 APPRAISEMENT nLE NO.63-71-957................................................................................................. Whereas•ANNA MATAY late of ...........¥A~~.Qy.F.J.~~.P ......'r.WP..L ................................................................................................................................................................................... in the County of .............................................~.~A.~.~~.Nq.r...9..N......~..~...:.....<.:........................Commonwealth.of Pennsylvania.having died on the ..........................~.~.4...........................................................day of ...........Au.gu..s..t............................................19.....7..Q seized and possessed of an estate subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania; Therefore.I.FRANCES LEO 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 tbat any ~uture 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 Al6et Values Made for Inheritance Tax Purposes $ REALTY: SEE COpy ATTACHED TO APPRAISEMENT 3 000 00 I I 1 , j fonn~;V:;:~hb~:::I:h~W<ll"ll~~::'~::~~o~~~b~C.C.~~~;~:tiS?:~~ Appraiser .................................................................................................................................................................... (,(l'lumb~r and streeh Penna..........................................._.AJ.~.iJ...k:.r.::-~...........r.x.._L .............. (Poet Ofllce) \vASHINGTON County RESIDENT INHERITANCE TAX APPRAISEMENT Estate of ANNA MATAY. Deceased. Late of ..FALLQW.F..:I:EL:P..'J:"Y.P..~. Date of Death 8-23-70J••••••••••••••••••••••.•••••••••••••.•••••••..•••••••••••••••••••••••••••••••••• Appraisemellt Docket Vol.,38.. Page,207.""'.7.No 6..3~7.1.~9.5.7 . Filed in Register's Office,Oct.•.....2.0 19 ..71 Amount of tax due,~. DEPARTMENT OF REVENUE Received, Examined and Approved,. Wrote abarlt Appraisement, Appeal f1'om Appraisement,. Entered and charged,. RCN (8·68) No·8 COMMONWEALTH OF PENNSYLVANIA •DEPARTMENT OF REVENUE ,11794 OFFICIAL RECEIPT •PENNSYLVANIA INHERITANCE AND ESTATE TAX 316.16 19.01$,---------$---------.1111 $--------$-------_.~2%Tax on 6%Tax on j NINETEEN and 01/100 ---~~--~~~.~---~~~~~---~-~-~~--~~~~--~~~~~--.RECEIV£Dt.='U dollars J OfUl l"l8l':.ay representing Pennsylvania Inheritance or ATTY 01 JESS COSTA Estate Tax due from the following estate:From:--------------------r-------------------------I!ll d 101 MAIN STREETAdress__...:.'--I BENTLEYVIl,LE,PENNSYLVANIA 1531 63-71·957 8-23-70FileNo.Date of Death _15%Tax on $,_$--------,.1 $-------- November 8,1971DateofPayment---------.:....-------1 ANNA)fATAYNameofDecedent-,--1 %Tax on $$---------1!lI Estate Tax,Act of May 7,1927 WASHINGTON County --------------------l Remarks:MJR -,i -./1 • 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 _ 19.01$--------- $--------,NI $,---------1"1 l7lDJnrDln nrrufAll7R 19.01UWUIfLSUlJ!JiJJ ULS SEA L TOTAL AMOUNT PAID $'=====I~l NOTE:This Triplicate ,~eceipt to be retained fo~Sbit~gX=l (or),I (}'Y)(,. Received bY\~>"--./t)l~~JL I ~:."./,~ NOTE:In accepting the transfer inheritance tax on future estates,prior to the death of the;1ile "r .J--(Si,gnature).J!JI<JI tenant ar tenant for years,as evidenced by this receipt,it is understood that the Commonwealth shall,l~.:·.r ~I . nat be precluded or prevented from hereafter assessing additional inheritance tax at the death of the ,"~f,'!I.A-.-":.A..I~•,,1. life tenant ar tenant for years whenever it appears that such additional tax may be legally due and '....\iT tie) collectible for any reason whatsoever._"\~ .1