HomeMy WebLinkAboutOC1968-0127 - ESTATE OF LISICOPY OF INVENTORY
Notary Public
MARIE MOORE
s
ARDUlNO LISt a/k/a DEWEY LESE
.j
ARDUINO LISI a/k/a DEWEY lESE
.Jnutntnrg anb Appratstm!Jlst. the ~oods and chattels, rights and credits which were
ARDUINO LIS! a/k/a DEWEY C~keburg, uf ........ -.................................................................................................................................. .lat~ 0{ ................................................................................................................................... .
W aslngton C~nty, Pa., taken and made in conformity with the above affidavit. . ' .
DOLLARS CENTS
Realty:
Lot No. 15 in Block H in a plan of lots laid out by )
Bethlehem-cuba Iron Mines Company in the Borough of )
Cokeburg, Washington County, Pennsylvania, known and )
referred to as No. 16 Grant Street. For complete descrip-)
tion, see ·oeed Book 694, page 653. . . ) 2,500 00
)
Lots Nos. 70 and 71, Block F, in plan of lots laid out by )
Bethlehem-Cuba Iron Mines Company in the·Borough of )
Cokeburg, Washington County, Pennsyivania •. For complete )
descri~tion, see Deed Book 981, page 398. )
Personalty:
None
TarAL ESTATE 2)500 00
fi"'rm ~-RCC-'62 (:·2-6E) TH:S FORM liEQUIRED li:.l Al:L ESTATES WITH GROSS ASSETS UNDER $10,000, UNDER SECTION 701 OF ACT OF JUNE 16, ~961, /
_.El'l"i'a?IVE MN"JAiW 1, !962 •. (FILE IN DUPUCATE WITH COPY OF WILL ATTACHED) . . *' OFF;ICE OF, T)-IE cREGISTER: OF WILLS ' . .• {[~· ..
• · ' ··:County of". .. WAsHINGTON .-.. : ..... c • :< ~ : · · .. -~ · -: ·
.~.~l~. ·.l!iQ;~~ ............... ·. . . . . . . . . . . . . . . . . . . of .. J 7 .. ~PAth. .~;i.n. S.tt'~.~t ~-.Bainbi:idge.;: New
. (Name) (Address) York
being duly ____ .S_WQ_t:rL _____________________ .acc9;dipg co law, deposes and says that he is the __ Exe.c.ut.rix.. __________________________________ _ ARDUINO LISI an.<ta . (Exec.,Adm.,L~gatee,Etc.)
of the esta:e of _..QE~--~SE_ __________ ., _____________________ whose last residence was ----------------------~-----·-----<-5-------------------------~--
. (No.) tree!)
_________ C.ake."bua::g ___________________ .deceased, and that the whole of the estate of said decedent. who died ___ Jatlllar.:u .. 4.,.---l968, (Ci~. Bcrou~ h or t'ownship) · --<Date!'
c:onsisted C!f:
REAL PROPERTY
REAL PROPE3T'li Il" PE~TNSYLVA:•UA, WITH STATEMENT OF MORTGAGE ENCUMBRANGES UPON EACH PARCEL AT DEATH OF DECEDENT,
WHERE PROEER':'Y :iELO AS JOIN":' TENANT. OR TENANCY BY ENTIRETIES, GIVE NAMES, ADDRESSES AND RELATIONSHIP OF OTHER OWNERS.
Real Estat:!
Lot No 15 in loc·k H in· a lan of lots
Cuba Iron Mines Ccmpan in the Borough of Cokebur
Street. See Deed :Book 694
for com lete
Personal Prol)3rty
..-t..t .. A. --. --.·-J •. • ,
• f )
653 for com lete descr·
lan of lots laid ou
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Estimated
Value
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iNOTE: Yo-Bl ::nay expedit:l the processing of this _.return by filing with it, a.1d as a part of the return,
letters from financial institutions or mortgage .holders~ certifying to amounts on deposit or owed by the
decedent aE. of :he date c:f_ death. Such letters must be signed by a responsi:Jle officer of the financial
institution or mortgage hclder and indicate( clearly amounts of principal and interest in the decedent's
account at tho3 jate of death and the type of account, account number and the exact name or names. in
which the accoun-: is .registered.
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Jointly Held Property ..... . Estimated 1 .. ~
Value ' ..
-.. . -
Savings account Peoples Union Bank and Trust Comoanv -..
Bentlevville, Pennsvlvania. in ioint names with n, Lese .Tr
-~198.02· {) ~ ./~4 --.Gr 99 01~ () . Fu].l value I ""' .
-.. -.A-J· &QAO-. -~ ..-_3 -~q,(p~ /rJ
.4 JJ '
-..
Transfers within TWO YEARS Prior to Death
.. None -· .. .
' -. -(
-. . .. . r --~ -
-' ,. . r . .. c
.. -~-e . -. ' . r . ... . . . ~ . . -
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 individtial name, With'right·of access by anothe; as agent or deputy, with the exception<of·the f~llowing:.:....
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 qR N~~~S qF c-'"'-·""' !:IOLI)ERS 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 otherwis_e, in estate.) are involved, set OR NO AT DEATH OF IN ESTATE
forth this fact.) DECEDENT
John Lese
Pittsbur~h 'PA~nsvlvania Son VP.r::: ---Under Will ~
''I Dewev Lese. J_r_.
Marianna ·t PP.nnsvlvani a
..
-San YP.r::: ---Under Will
Marie MoorP.
Rainbrid2:e New York nanP"ht"P.r Ve:>r::: ---Under Will -
Irene ~algnt
Endicott New York Dau2:ht:P.r VP.r::: ---Under Will
Tonv lese
Endicott, Ne:w York Son VP.r::: ---Under Will
Miller Lese
Cokebur2: PP.nnr:::v1vania ~n·n Yes ---TTnnP.r Wi11
J
t.H 11 i am T .t:>Qo -~
Coke bur~ 'PP.nnr:::v1vania Son VP.r::: ---. UnnAr Will
-
..
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RESIDENT DE•~ED3NT DEBTS AND DEDUCTIONS CLAIMED
NOTE· List: fint fiv~ items in the spaces so provided, observe notations thereon, and instructions.
DEBT CR CLAJM NATURE OF SAME AMOUNT THIS COLUMN ~------~==~~~~~---------.---------~--~~--~--------------.-----~--.--mKEGISTERONLY
Funeral expenses paid $ $
Family exemption (will not be allowed unless
decedent died residing with a spouse or children.)
Administration Expenses *
Counsel fees *
Fiduciary commission *
OTE EE · IXEBTs AND CLAIMS
(*) See Note below
t;_
Total
Note: The est;a~e agrees to. ad101se the Register of Wills if the amount actually paid in settlement of any fee,· commission or debt is greater
cr' ie;sttllat. the estimated amount claimed and allowed. •
. .,.· . '-~ . SubscrJ>e{'~~~ sw->rn to be:ore me this ..... ~-£. .......... .
• , ,> _,,. •
1. .... ~~--~--·.o. .. ~-...... . (Executor~ .
. . . . . : .. ; ........ :: ...... day of ..... J.anuAr.y. -~--... , 1!68.
' I . A,••'/) ~ ·.. 'A/·.h ... ll.4A ~ ~
.............. ~.":~.--.. ~~ .. ··:· /. ~t. ·h}' ~~/.../d.. Jh•!M"
~7. )'{q~tb. M~in .. St.+~~.t .................. .
(Street. Number) ·
~~.:i.'9:1?~~.4gE\'_,_. N~.~-.'¥Q~.~: ................... ,
(City or Town and State)
~~~:~• ''::J.:i::E(.'~:~;.~gd::~~· ~~th~t th~ ~~~~ ~··:~;~~:,·:::r.t ;n ;;•m;ty w;"; on th;, 4~/A. .. ~--············c..~ .... -~0---··:······ . /~ :,.. . Appraiser
In the ev:nt. th;.t a::1r future interest in this estate is transfened in possession or enjoyment to lateral heirs of the decedent after the
expit·ation <~f ;:.ny esta·.e for lir~ or for years, the Commonwealth hereby expressly reserves the right to appraise and assess transfer ·inheri-
tance taxes. at the lawful collat-eral rate on any such future interest.
REPORT. OF THE REGISTER OF WILLS
I, the un4er!igr.ed d':lly electOO Register of Wills in· and for .................................... County, Pennsylvania, do respectfully
report that 1 have alloved debts and deductions in the amounts claimed by deponent, except as to those items where a greater or lesser amount
is set forth in tile ::ast CDlumn to the right in said schedule above, which greater or lesser amount represents the sum aliowed as a deduction.
Dated:
Register of Wills
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Form No. RCC-62 (12-66)
Will lNo ....... Year .. · .. ~-• ~s····· .
IN THE
MATTER OF THE APPRAISEMENT
OF THE
ESTATE OF
(~
ARDliiNQ . LIS I. .a/k/.a. DEWEY. lESE .
. Deceased
Late of .... Cokebur.g: .......... · · · ; · ·
h • c.._-. j
County of .. Wa shiJ;lgt;o~~ ............ .
:: > ..... _ _,. -Commonwealth of PennsyJ~ania 1 '-:Jl
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REPORT AND ~PR.AiiS~L
w t:::::/ ..
·: .......
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GREENLEE, RICHMAN, DERRICO &
. ~-,, . -. · -:POSA ·
325 Washi·ngton Trust Building
Washington, Pennsylvania 15301
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R 1f;.-at IZ-641 . '
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF COUNTY COLLECTIONS
INHERITANCE TAX DIVISION
·NOTICE OF FILING ·oF APPRAISEMENT
MARIE MOORE
(Executor ~r).
IN YOUR REPLY PLEAeE
RBP'I:R TO 6 37-84-
In R.e: Estate of _____ .;;;;ARD::..:;:;..U~-IN::;;:.:..:O;......::L;::IS=I.....:a:::.t/....:k~/..::::a:..... ----
_.__ ____ W-'A-'S..:.H...;;.IN-'G..;.;.T~O.;..;;N~---County -File No. 63-68-127
Dear. Mrs. Moore:
You are hereby notified that the orjg~
aFpraisement in t:1e estate of Arduino Lisi ~a
has ·Jeen filed in the office of the Register of Wills qf Washington
Ccun:.y on Marc·h 27 , 19~. Said appraisement z:eflects the
fcll()Wing valuati·:>ns:
Real Est ate ----~2~ • ...._5.:..:0~0~.~0~0~--
-:Jf !! e.L 0 Pe _ sana l=;?I a-pe rly ----"-9-'9~. 0""'1=-----Transfers ________________________ _
To·.a l ---------,-. _..2..,,_,· 5 .... 9 .... 9c.a.-.... O:.o.l ___ _
A3 to such tax that is paid within three months.from date of
de3.tl:, a fLre (5%: percent discount is allowable. As to 3.ny tax that
remains unp:~.id after one year from.date of death, interest. at the rate
:Jf si.x ( 6%) perc.eLt per an.num is charged.
Any party in interest who is aggrieved by an ap::;>raisement may
3.p::;>eal therefrom as provided by law.
:Ja ""·e ___ M_ ... _~ r_c_h_2.....:?~·':.-.=1:....:.9..:.6..::.8 ____ _ Signed. VL 5< e~~~
Title W.R. CHANEY, C-., APPRAISER
DA'i'E •OF DEA':'H:
Nc·te: This is not a bill.
~ ·-t.
RCC-SS (6-!17)
LIS I,. ABDUINO a/k/ a LESE, DE"WEY
FILE # . 63.;.68-127
COMMON~'EJiLTH' OF PE ... NSYLVANIA
tRAN~-FER I"~HniTANCE TAX
RESID:N-DECEDENT
January 4, 1968
SUMMARY
FII..E #: 63-68-127 TtEPOH'l' OF INHERITANCE TAX APPRAISE.ll
]!_the undersigned
# PJ Washi~ton
rtuly appointed Inheritance Tax Appraiser in and for the County of
the real an~ pers~nal
oppGsit& ea~h ite~ in
, Pennsylvania, do respectfully report that I have appraised
property as reported in the· foregoing refurri. at the values set forth
the last column to the right in ScheduleE "A", "B", "C" and "E".
DatEd: 03-27-68 v. . ~(//(
~~~~~-4~~~~~A-P~P-R~A~I~SE~~ 01-04-68
REPORT OF THE REGISTER OF WILLS
I, :.he unden.igned duly elected Register ,of Wills in and f":::>r ___ ....;,. _______ _
County,. :Penr:sylvarda, do respectfully report that I have allowe:l deductions in the amounts
claiJJed by deponent, except as to those i terns where a greater o-r lesser amount is set forth
in t1e lc.st columr to the right in Schedule "F", which greater "Jr less:er amount represents
the 3Uo c..llowed aE a deduction.
Date:l:
REGISTtR OF WILLS
INv"ENTOR'ii VALUE AS REPORTED VALUE AS APPRAISED VALUE AS REAPPRAISED
Real Pro1·erty (Scredule A)
PersJnal Property (Schedule B)
T ran,:;ferE (Schedule C)
$ ~.500.00,_ $ 2,500.00 $ _____ _
Join ::.-F:e]d Propert_y (Schedule E)
TO':'AL C:ROS.S ASSE!fS
LESS DE15ts a.<1d Deductions
(SCI-EDULE F)
CLEAR. \"AHJE JF ESTATE
Valuetjon of" life estates or
annu::.tfes:
ESTATE T.~~ ASSESSMENTS
99.01,_.
2o599.01._
=====:=
$ ____ _
$·_ ----.,----
99.01 -~
2 599 01 ., ~~-. ···-, ___ ... '·._··_·' --------
======·-=============:~
FOR USE 0~ REGISTER ONLY COMPUTATION OF TAX
Tax en $ ~% *----------·---------------~ ~ ------------~ $ _____ __
Tax en $
* Tax 01 .,
____ lfi% $ _________ __ -;:::::::::::: __ (':')
Tax en $
Exem-pti:Jns
Total E3t3.te
TOTAL TAX
Less ~ax previamsly paid
BALANCE
Less 5% of tax if paid within
$ ____ _
*====== $ ______ _ .. =
3 month3 after death $========
BALANSE OF Ir-HERITANCE TAX DUE
Add i:l.t-3rest at rate of o% from
to
AMOUNH.' OF ESTATE TAX ASSESSED $ _____ _
Estat~ ta> paid
BALANCE DUE
:Add i:1t~erest .at .rate of 6% from
to
FOR USE OF BEGISTEfl ONLY
q.
~·------
TOTAL TAX BALANCE
PAID
ADJUSTl\illNTS
(':') As evidenced by Chari table Exemption
Certificates issued by the Secretary
of Revenue.
~---------------
$ ______ _
*----~---------
$ ______________ _
$ ______ _
$
NOTE: \-"here 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
EXJ:lan:ttion.
~' ._,;-.
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Will
Administration ( No.· ................... Year
I:'< THE
· ~I.A TTER OF THE APPRAISE!viENT
OF THE
EST:\TE OF
..... ARDUINO .. LISI .. a/k/_ a ............. .
Deceased
. Late of.. ..... . .. C.OKEBURG .............................. .
County of WASHINGTON
Commonwealth of Pennsylvania
REPORT AND APPRAISAL
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Form RCC-2'·
COMMONWEALTH OF PENNSYLVANIA
RESIDENT INHERITANCE TAX
APPRAISEMENT
~~TE -c.\~ ............... Mar.ch .... 2.7.,. ..... 196.8 .................... _.
DEPAR'EMENT OF REVEN1JE
BUREAU OF COU!'o"TY GOLLEC'fiONS
HARRISBURG. PENNA. 17·12 7
COUNTY .............. : ....... Y!~.~~-~!.!~.9..!:1. ............................... .
FILE NO. .. ........................... 9.) .. ::§..?.::.+?.7._ ... _ ........................ .
Whereas, ........................... Ar.4.~9 .... ~i-~i ................................................................................. late of ............................ G.Iil~~p~g ..................................................... .
in the Ccunty of .......................... W~~.h.,;;_~9.lL ................................. : ...................................... Commonwealth of Pennsylvania, having died on
the ................................ .4. .. :t..h .............................................. day of ......................... J.anuai:.y. ............................. 19 .. 68. ... , seized and possessed of an estate
I
subject t~ lnh~ritE.nce Tax under the laws of the Commonwealth of Pennsylvania;
Thel·efore-I, .................. W: ... R ...... Chaney. ............................................................................. , an appraiser duly appointed according to law,
haYing been oosignated 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 tbe even:; tha.t any future interest in this estate is transferred in possession or enjoyment to collateral heirs of the decedent after
the expirat:on of any -estate for Ufe 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.
Appraisement Unit Description of Asset Values Made for Inheritance Tax Purposes
$
REALTMY
As ner at:nraisement filed 2.500 00
.PERSONALTY :
NONE NONE
TRANSFERS:
-NONE NONE
JT. HELD:
..
!& As ner a:>trai :;ement filed '! 99 01 ...... .
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Total ... 2.599 01 • ...
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..... -.: ... : ...... >·:wAP.:H.ING.T.ON. .......... : .. : ... ··.: .. : ... : .. :.~.... C ou·niy . ·
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RESIDENT INHERITANCE TAX APPRAISEMENT
-Estate· of
· ..................... : .. : ...... .1\RP.U.l.NO .. :.L.lS.:I ... a/k/a ............................... .
· · Deceased. ·
Late. of
··························· ....... Q~V.:6.G. .... -.:~--
Date of Deatll, ............ :.J.a.ri.ua.r.y. ... 4., .... 196S ................ .
Appraisemel!t Docket Vol., ............. : ...... 3..7 .......................... ·
Page, ............ 8.4.~6 ....................... No ...... 63~6.8,.,.J27-......... .
Filed i1t Register's 0 ffic.e, ... J1§..:r..c.b. .... ~.7., ..... J96.8 ... .
Amount of tax due, $ ................................................................... .
DEPARTMENT OF REVENUE
Received,
Examined and Approved,
Wrote abo.ut Appra.isement,
Appeal f1'om Appraisement,
Entered and charged, ....
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Form RC C '10
<:•FFICE OF THE
REC.ISTER OF WILLS
OF _ _:_:W~a:.:'S:.:}::::.-=i~n:J:g:l..t::...::O.:.:n:..__ COUNTY
AND AGENT OF THE COMMO~WEALTH
/ .\.
DEDUCTIONS ALLOW~D IN '-1 f >
THE SUM OF . , .... , , , , , , $ ib... /. . . ·. . .
OVED 'k~O~..J..f .. ~-~
~0-n.c...v..
ESTATE oF -~A~r~d~u~i~n~o~L~1=· :::S.::i'------LATE oF ____ C_o_k_e_b_u_r...:·:::::g~----------
D,..,.E OF FILING APPRAISEMENT ----------DATS: OF DEATH _J_a_n_ua __ r.,::y_£t_~ 4;.,..:.,_1_9_6_8 _____ _ -
:;_.:~
DATE 'NO. OF
oiOUCHO:"
NAME OF PAYEE RI:MARKS AMOUNT
2~8-EE John B. Greenlee Funeral Ho tne :-\ Funeral Expenses 1,568 40
3 19-6 8 Qui net Monument Company Engraving Monumbent 15 00
1~14-E 8 Department of \vater Water Bill 4 00
1 .2Q-~ F.' Ea·.1itable Gas Company Gas Bill 13 01
1 ')ry t s: ltle~t: Penn Power Comnanv Electric Bill 6 42
lt-9-6~ Death Certificates (4) 8 00
:
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Total 1,614 83
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COt.-MONWEALTH OF PENNSYLVANIA }
COUNl"'V OF ~W~ASHI~NGTO~N _ sa:
Marie "Moore ----=~=.;;::.....:;:.:.=,~:..=.-------------------HEREBY CERTIFY, THAT. TO THE BEaT OF I,
"'Y ICNOWILED~E AND BELIEF, THE FOREGOING IS A JUST AND, TRUE SfATf:MENT OF DEBTS, FUNERAL EXPENSES AND EXPENSES OP'
ADMIN£5TiiATI::IN SUBMITTED TO THE ESTATE OF ___ A_r::._d...:U.;..l._n__:O___:L:=,l.::::;.::S_:l.:_· _________ .o ECEA8ED. AS DEDUCTIONii FOR
INHERI'~ANCE lAX PURPOSE3, -~ ~~~~--~
2 5 _ __,c..p_~:::::..__.~~:!:::.!:::::=.::___,~~~~==-----(L. 5. l
_,_ __ _:__cAY Of'
~SK:NG~·ON, WASHINGT~ co .. PA.
My CDrrtlllissbn Expires Febr.1ary 27, 197b
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RCC-4 (8~8) 0
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
OFFICIAL RECEIPT • PENNSYLVANIA INHERITANCE AND ESTATE TAX
._ ....... _;1_· ~,r·•ett.·_ .i ., ·.• ; ··. w :·. dollars
representing Pennsylvania Inheritance or
RECEI\ ED flGif!'Y '1:HI£E ana 20/lOO _, · -· ; · ...... : .¢. :·.-
Estate Tax due from the following estate: From:~~~~~cn~~~~r---------------------.---------~~~~~~~~~~~~~~-----------------1
Date of
Remarks: ' \ .,
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v oo ~ ~'[ ~ @ & v rn ·. : .C ,
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NOTE: Tl-is Triplicate Rweipt'~'-be retained f~r audit p)lrposes.
2% Tax on $ __________ $ _________ _
I 5% Tax on $__________________ $-------------------111
%Tax on $ __________ $-:----------
Estate Tax, 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
--6-.% from ~lj)=-""4'*. •=6~93------
to Da,te
TOTAL AMOUNT PAID
$ _________ _
$--...;5R9'+'e 0..,.;;5~---
$ _________ _
$'--;24~,ll-'i5i-----
$=='83~-,...?0~-b::===
_, ~ I . .· .• ' . ,<3'7~-6 Received
NOTE: In accepting the' transfer inherifai.'ce tax an future estates, prior to the death. of
tenant or 13nant Ia year., as evidenced by this receipt, it is understood that the Commonwealth
nat be pre::luded cr prevented from hereafter assessing additional Inheritance tax at the death ''1-'~~~~~~===~.J±~..C:::~::::l:..C:~~----------IU! life tenant :>r tenaool far ·years whenever It appears that such additional tax may be legally due a-·
collectible f.,r any re:Json vhatsoever.