HomeMy WebLinkAboutOC1968-0161 - ESTATE OF CATINETTI',
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LEOPOLD CATINETTI
I, l..EOPO~D CATINETTI, of the Borough of California, ·washing--
t•)n .County, Pennsylvania, do hereby make my Last Will and Testament, re-
Voking ali 'wiils heretofore made by me.
:FIRST.: I direct the payment out of my estate of the expe:p.ses of -.
my-illn·~ss and funeral.·
. . .
SECOND: I give, devise and bequeath all Jf my property, real and
-personc.:.l, wheresoe:r~r. ·situate ·in equal ~n:e-third ( 1/3) shares to Oda Collet,
Olive Z:a.hand and Olga Rohrer, their heirs and assigns forever.
THIRD: . I nominate, constitute and appoin:,Oda Collet, Executrix-..
af this :ny Last Will and Testament.·
IN WITNESS. WHEREOF, I have set my ha:1d and seal to this my
Last W.:.ll and Testament, which consist of one (1) page, to which I have
-affixed my signature, this -~lsi da; -of --/'1a:.CI . 1960.
~&l~
Signed, sealed, published and declared by Leopold Catinetti, the
albove named testator, as and·for his Last Will and Testament, in the pre-
sence cf us, who at his request, in his presence, and in the presence of each
ether, all being present at the same time, have hereunto subscribed our.
nariies as witnesses.
I -~
Leopold Catinett1
January
COPY OF INVENTORY
68
notary public
Oda Collet
s
Leopold Cat1nett1
29th
lbtttrntnrg anb .Appratsrmr~t of th~ goods and chattels, rights and credits which were
of ...... -....... -........ ~.9.~9.~ .... ~~~~~-~~-·································:·····late ?f ................ ~~~-~-~9.;.'.~.~-~.t. ........... ~ ........................................................ .
W as~ington County, Pa., taken and made in 'conformity '!~Jith the aboTJe aUidaTJit.
DOLLARS
Cbeckin; Account# M 07•2•504084. californ1a.Off1ce# 373 54
Weotern Pennsylvania National Barut
Sa,.ings Account ~~ 1679, California Office 13, Sl6 49
western Pennsylvania National Bank
savings Account* 3307; California Office 2,231 68
Pittsburgh aational Barut
sa•ings account# 2217f California Office 6,671 08
Pittsburgh National Bank
1 "ana Gold Elgin Pocket-watch & ~hain
1 Mans Gold Hampden Wrist watch & san~
1 ~a~ies Gold Clinton Wrist Watch & Danl
1 ~dies Gold Clinton Wrist watch & Band
1 Mans Gold Benrus Wrist Watch & Band
l Mans gold Ring with diamond
~tal Value of lstate
)
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) --
)
)
)
60 00
22,852 79
CENTS
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,,
Form. RC•C-:13 COMMONWEALTH OF
.DEPARTMENT OF REVENUE
BUREAU OF COUNTY COLLECTIONS
RESIOENT.DECEDENT COUNTY OF ... --~~;:;h.~.~.CJ.~.<?.~ ............................................ .
IMPORJl'M<T: This r~i:.urn must be completed in detail and filed in duplicate, ·with will attached, with the
·Regist3r of Wills of the County where decedent ·resided; Ret·1rn is due within one year after
date of death, unless an extenSion is granted by the Secretary of Revenue. (Section 703 of
_th~_.In:;terit!lnce_.!ln!l.E.st!J.te _],'ax Act of 19!)1.)
IN ii'HE MA7TER OF THE ·ESTATE OF · } · . AFFIDAVIT OF -··········-~-~-:) ~.J::J ...... G..9:.:t. .. ~.I.:l:~.!:.:t::..~ ........................................... ················································ EXECUTOR
(Stat• full DAme of decedent)
cal; forn-a washington ADMINISTRATOR Late of ....... -.......... -::: ....................... =: ...... '!........................................... ......................................... County
State· of ....... J?..e.an.S,Y.l:?..a.n.i.a ................................................... }
' . ss:
county 'llf .... W:~.sh..in.CJ:t..9n ...................................................... ..
........... -............................. 9.9.:.~ ..... G.<? .. ~.J::.~.!: ....................................................................................................................... .. Eueutor
Administra t.3r of the estate of the above-named decedent being duly sworn, depose: S and say S
Decet!ent; ·died .. _ ....... Jan. .lar.y .................... 1.6.,
(Month)
.............. , 19 ...... 6.8 .....• r testate leaving a last .. ill, copy of which is hereto attached. }
( Jlay) (Y.ar) l ii*¥.s¥.;€e
.. _M<?.r .~.§Y ...... M .. ! ....... k\?..9.:1:'. $~Y.~. ...... E. . .$q.~ ...................... _ ....... . N3me anc. ado. ·e ss of e ttorney or}
other .authoz:izec rep.resentative to ······
whom all co:res:ondence should be .. 214 Fifth Street, California, Pa. 15419 . .... ·············· ............. . ................................................................................................................................ .
mail edl.
That .as ~uch .~.;~!?.S:.Y..t..~J.~ .................. deponent is familiar with the affairs :>f said estate and the property con-
<Executor-Administrator) ~
stituting t.he :assets tihereof and their· fair market value.
That ~t ~e time of death there was no safe deposit box registered in dec~dent's individual name, or jointly
with. or as a~·ent or deputy of another, or in decedent's individual name, witb right of access by another as agent
or d~puty, wi1h the exception of the following:-
N 1J.IE AN!ll All!:RESS OF BANK OR OTHER INSTITUTION THIS SAFE DEPOSiT B~X RENTED RELATIONSHIP OF JOINT
nN WHICH DECEDENT l~NTED A SAFE DEPOSIT BOX IN NAME OR NAME; OF HOLDERS TO DECEDENT
Pi.:;..t-!"l1-·nr"Th i\T~t-iAJ!:H>l 'R:::>nlr T.eonoln r.i'lrinP-tt-i
Californi;::-Off·ce
Califnrn~ri Prt~ 1 t;4 1 q
Tlat the contents of said safe deposit box or boxes are itemize3 under Schedules ~B~--of this
re~rn, ~it~ the exception of the following, for the reasons hereinafter ;et forth:
'I"::-at Sc.h.rdu/e A attached hereto and made part hereof sets forth full v and in'·d~tail all the
real proper~~ in the Commonwealth of Pennsylvania of which decedent died having an interest therein. It
als.::> set; ft>rth the mortgage encumbrances upon each parcel of real property at the date of death, giving
the amou~t :till d•e at death, name of mortgagee, date, rate of interest, and book and page of record
thereof. Ill also sets forth in the columns provided therefore the asse·ssed valuation of each of said
par:::els, the estimated market value thereof as of date of death of decede•t.
T&.3.t Schedule 8 attached hereto and made part hereof sets forth fully and in detail all personal
proDerty whemesover situated owned by the decedent at the time of death; all moneys left by the decedent
at the tlme of death, whether in· decedent's immediat~ possess ion, standing to decedent's .credit in banks
of depos:t t, :;avings banks, trust companies, or other· institutions, whether individually, or in trust for
any othe~ p~~son or persons _giving also separately the accrued interest thereon, if any, down to the last
intarest da~ prior to decedent's death in the case of savings banks, and to the date of decedent's death
in ~11 othe~ cases; all bonds, postal savings, treasury certificates or notes and other evidence of in-
debtedness ~f the tnited States to the decedent; all obligations, whether by statui~ or agreement they
are desi;gna·;:ect as 1iax free, of the United States, or any state, or political subdivision thereof, or of
any· foreign ::ountry, , which. are .. o.wned at the time of death; all w.earing apparel,. jewelry, silverware, pic-
tur9s, b::>ok~ work~ of art, household furniture, horses, carriages, automobiles, boats, and any and all
oth3r person:~.! chattels of whatsoever kind or nature, left bydecedent, to~ether with the fairly' estimated
mar',<et v3.luoe therecf; all bonds and mortga~es held by decedent and of al!l. claims due and owing decedent
at the time Jf deatlh, and all promissory notes or other instruments in writing for the payment of money
of ovhich de~dent cied possessed, of whatsoever nature, with interest thereon, if any, giving the face
valJe an·l est.imaterl fair market value thereof, and ·if such estimated fair market value be less than. the
fac~ va1·1e, il.t set~ forth briefly the .reasons for such depreciation ·as t.::> each item; all moneys payable
to the e:;ta-..z from life insurance polici'es carr,.ied by decedent; all annuity and endowment contracts the
pro:::eeds of ·which W3re payable upon the death of the decedent; and all the corporate stocks and dividends
due ther·~on 9.nd unpaid as of the date of death, b~·11ds and a·ccrued intere:;t thereon to the date of dece-
dent's doeatll. and ot..'1er investment securities owned by the decedent ~t the time of death, with the market
val·:te thoerec r at Stm:h time. ( ~I q -ft; q ~
..•
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 ofdeath.
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 ofp.roperty, real or personal, within two years of decedent's
death, in contemplation of decedent's death, or intended to take effect in possession or enjO'Yment 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 'transfe~ee .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 al.so attacJ:led :to the schedule a COllY
of the deed, trust agreement or other instrument creating the trust. Ther•~ is also set forth in said
schedule a list of all property, real and personal, with its value, which paEses 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 indiv!dually .or jointly, qy the will, deed, or other instrument of another,
with a copy of the i~strument creating such power ~ttac~~d to the schedule.
That Schedule 0 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 d~cedent's Will. It also
contains a statement show~ng which of the beneficiaries named in the ·decedent's. will, if any, died prior
to decedent, the dates of their death, their issue, andthe relationship of such issue to the beneficiary.
That Schedule E attached hereto .and made a part he_reof sets forth all property, real and per-
sonal, owned by the decedent jointly with another or others, including intangible~ standing in the name
of the decedent and others, plus the date and place of record of instruments effecting the vestiture of
real estate and the date of~ acquis-ition of personalty, plus the name, address __ and.relationship, .if any,
of co-owners to the decedent.
That Sct.edule F attached hereto and ~ade 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 reli-
gious services, in consequence of .the death of the decedent; debts and claims owing and 1mpaid at time of
~ . death; taxes accrued charge.able 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 ............ ?..~.E!P: ... ..
·,
................ : ........................................... day of ..... J.anuar:.y ......................... 19 .. 6.8 ... .. ........ : ....... ~ ........... ~ ................................ .
........... ~&. ... ~~ ........................................... .. "·"'N~~Y··· P-~i·i'~ .. -~ .. 7 ........... .
My Commission expires March 28, 1968
( E:i:ecutor-AdministTator)
.. ....... 10.2.2 ..... cr.os.s .... s.tr..e.e:t ................................................. ,.
(Street Number)
............. Califor.nia., ....... P.a ............ l54J..9 .......................... ..
(City or Town and State)
NOTE: Bef'ore signing af'f'idavi t make sure all blank spaces in the e.ffidav·i t 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 business, 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 (1·64)
COMMONw:EA-TE-i OF PENNS""LVANIA
DE,~ARTM"EtH" CF REVENUE
BUREAU OF COUNTY COLLECTIONS
TRANSFE~ I~HERITANCE TAX
RESIDENl 0 :CEDENT.
r.:.
.,
SCHEDULE .. A"
.J6:AL PROPERTY
,-
Real pro:;erty in Pennsylvania, with statement of mortgage encumbrances upc·n each parcel at death of dece-
dert. WPiere proper~ heid as-joint tenant or tenancy by entireties, report on Schedule "E". Property held by
the .d.e.ce::lent· as tenant in common with another or others, should .be identifie~ as to quantum of interest and
the e.!:timated value should be that of the decedent's interest only.
The real pl"opart)i located In the Commo('lwealth of Pennsylvania should be (1) {2) (3)
described by oot :1nd block nurtber, ~treat and street number, together with. DEPARTMENT a general .:lescriFtlon of the property, with a reference to the record of the ASSESSED VALUE VALUATION
conveyance b-( which the decedent took title; If a farf!l· state number of a-FOR YEAR OF ' ESTIMATED CAUTION eras; also stcten-ent of mortgage encumbrances upon each parcel at death DECEDENT'S MARKET VALUE (Do not write of decede•t. TaJCes, assessm~nts, accrued Interest on mortgages, etc.,are DEATH In this space) to be listed D:'l S.:hedule "F" •nd must not be deducted. from this schedule.
NONE
~
i
;
.
. .
I .. L: ' ,, .,
p -.. .
'
-
" -
'
I .
., -
,.
I . :
Insert 'hi:; :t•tal opposite ''real property", Schedule "A" in the X X X X X
.. As R:?pcrted" column on .the last page of this return.
I
I
RCC -3E
·~coMMONWF~TH OF PENNSYLVANIA
TR.M"SFER INHERITJL'ICE TAX
RES1DENT DECEDENT
SCHEDULE "B"
PERSONAL PROPERTY
,-
INSTRUCTI•)NS: This S':!hedule must disclose all tangible and intangible perso::tal property owned individually
by the de·~edent, 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 i::t the name of the decedent, but
payable a~ death to ~nother or others, including but not limited to P.O.D. u. S. Savings Bonds and tenta-
tive trus~ accounts, must be listed, despite the fact that they are not of' the administered estate.
Tangible 1;ersonal property should be listed first (e. g. jewelry, wearing apparel, household
goods, anc furnishin~s, books, paintings, automobiles, boats, etc.)
Intangible personal property, such as bonds, . treasury certificates, cash on hand and in bank, . .
stocJ::s, ·mc·rtgages, n·Jtes, together with accrued interest or dividends, salaries or wages, insurance pay-·
able to t"•e estate cr fiduciary in said capacity, partnership interests, interest in anyundistributed
esta~e of or income lfrom any property held in trust under the will or agr·~ement of another, even though
loca~ed outside of t':"le State, at the time of death, should be listed in t:•is schedule.
Item
No.
ITEM
List and describe fully
Checking Ac:::ount # M 07-2-504084
Westen P3nnsylvania National Ba~c
Savings Account # 1679 California Office
Vestern .?ennsylvania National Bank
Savings Account# 3307, California Office
Pittsbu::-gh National Bank
Savings Account# 2217, California Office
Pittsbu::-gh National Bank
1 Mans Gold Elgin Pocket Watch & Chain -~
1 Mans Gold Hampden Wrist Watch & Bandb')
1 Ladies Go::....d Clinton Wrist Watch & Band
1 Ladies Go::....d Clinton Wrist Watch & Band
[1. Mans Gold Benrus Wrist Watch & Band
iL Mans Gold Ring with diamond
Insert t1is total opposite "Personal Property", Schedule "B" in
the "As ::tepor~ed" column on the last page of this return.
' UNIT
VALUE
X X
ESTIMATED
URKFl' VALUE
...,~, 052.19
~-'/ ~~~-:z 1
in
Rcc-;6
'-'comfCN1~K\LTH OF PE~NSYLVANIA
TTL\N~FER INHERITAN:E TAX
~~SICENT ~ECEDENT
,·
SCHEDULE "C".
TRANSFEilS
(1) Did •:l.eeedent, witt-in two yea•rs of death, make any transfer of any materia~ part of his estate, without
recelving a valuatle and adequate consideration therefor? (Answer yes or no) no
(2) D:d deo:edent, within two years of death, transfer prop.ert~y from himself to himself and another or
othe·rs (including a spouse) in joint ownership? (Answer yes or no) no
(3) u· the answer to 11) or (2) above is in the affirmative state:
(a) Age of decedent at time of transfer -----------
(b) State cf decedent's health at time of m·aking the transfer. (Note 1).
•(c) Cause cf decedent's death. (Note 1).
(4) Djd decedent, in tis 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?
( J\nswe r-yes or no) ---=n=-0=-------
(a) Was th~re any possibility that the property transferred miglt return to transferer or his
estate or be subject to his power of disposition? (Answer ves or no)~n~o~---
~b) What was the transferee's age at time of decedent's death? 92
(5) Did dec~dent in his lifetime make any transfer without receiving a valua.:>le and adequate consideration
thErefo~ under which transferor expressly or impliedly reserves for his Life or any period which does
not jn ~act end before his death:
~a) The possession or enjoyment of or the right to income from th:.· property transferred?
(Answer-yes or no) no
:b) ·The right to designate the persons who shall possess or enjo! the property transferred or
income therefrom? (Answer yes or no) no
(6) If' tbe answer to (5' (b) above is in th~ affirmative, state whether the right was reserved in decedent
al"JnE 01" others nj a
(7) Di:l 6ecedent in hi.:; lifetime make a transfer, the consideration for whic~1 was transferee's promise to
patr iincome to or f::>r the benefit of care of transferor? (Answer yes or ::10) no
(8) Di:t 6ecedent, at a,y time, transfer property, the beneficial enjoyment o :' which was sub.Ject to change,
be::ause of a reser.red power to alter, amend, or revoke, or which could revert to decedent. under terms
of' tr-ansfer or by ::>peration of law? (Answer yes or no) no
(9) If tire &lnswer to (3) above is in the affirmative, was the power to alter, amend, or revoke the inter-
es~ af ~he beneficlary reserved in the decedent alone or the decedent an~ others?
(A..,s~~Er yes or no). no
NOTE 1: Tt'~ answers ~o these questions should be supported by affidavit br the attending physician as
well a:; a copy of the .:J.eath cer-tificate.
NOTE 2· If· answer to any of the above questions is yes, set forth below a description of the property
trans~·rt:ed, it's faiJt market value at date of death, dates of transfers a;Jd to whom transferred, with
relations:hiJ of trans~rees to decedent, if any. Submit copy of any trust d.eed or instrument, if trans-
fers a~e ~leimed to be non-taxable, also submit detailed statement of facts Gn which said claim is based.
NOTE 3: List applicable property below in manner in which provided in Schedules A, B, or E.
ITEM DESCRIPTION
NONE
Insert ~his total oppos~te "Transfers", Schedule "C" in the
"As Reported~ column on the last page of this return.
MARKET VALUE
(Estimated)
./
r'
!" ·~
DEPT. VALUATION
(Dept. Only)
~~CM~It)"lWi:~,\LTH l)F l'ErNSYLVANIA
TH,\1\:::.FEit -·:-:HJ·ltlTANCE TAX
SCHEDULE "E"
JOINTLY OWNED PROPERTY
I\STRCCTIO!'>·S: '11Jis schedule must disclose all property, real and personal, owned by the rlecedent 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 1.mrter Schedule
"A", rlus tl1e r"ate anol place of record of instrwnent effecting vestiture, but rlo not include enti.reties
or out of state real. t!State value in estate valuation column. Personal property should be listed as in
SchedLle "E", [lus rta~e of acquisition, and the name, adrtress and relationship (if any) of co-owners to
the decedent.
Description of lPropert,y, Date of Acquisition, Name I unit
Address and Relationsr~p of Co-Owners, and Place ; Value
of Recorl of. Instrunent, where Real Estate. !
None
Percentage Estate
Share Valuation
Insert thi::: total opposite "Jointly Ow~ed Property", Schedule -"E"
in the "As Report~d" column on the last page of this return.
I
I I
I
DEPARTMENT VALUATION
CAUTION-Do not \Vri te
In This Space.
Value of
Entire
Property
000
I I I I
Value of
Decedent's
Interest
I.
I
I I I
I I I I I i
I J
(
h
RCC-37 (12-€3)
. C'OI\UtON\\"EALTU OF PENNS-iYLANit.
TRANSFER lNHEFIV:-I'CE TAX
RESIDENT I•ECEDEN::'
.
BENEFII:IARIES ~-ND ADDRESSES '
State full sames and addresses oJ a11 who
ave an inter&!st, vestel!, contL,gent or other
wis!~. ill estatei
Oda eollet
1022 CroE;s Street .
California, Pa. 15419
Olive Zahar!d
739 Park St::-eet
~ali-F:Jrnirt Prt L5419
Olr:r:::~ RnhrPr
778 O:r-chc.rd Stre.::.t
Calif'::>rnia, Pa. 15419
'
·-
SCHEDULE "D"
BENEFICIARIES
RELATIONSHIP SURVIVED (If step-children or
illegitimate . children DECEDENT
are involved, set STATE YES
forth this fact) OR NO
.Dauqhter Yes
Dauqhter Yes
Dauqhter Yes
-
-
DATE INTEREST OF
OF BENEFICIARY
IN ESTATE ·BIRTH
Sui Juris Vested
Sui Ju::-is Vested
$ui Juris vested
Deponent further sa:s that ~11 the above-named beneficiaries are living at this t~me except below:
N..e.ME DATE OF DEATH RESIDENCE
Ncne
,,,_,
(Executor-Administrator II : must complete "As -,, t{,. . ·'
Will ! No ............
II Reported" column #1.)
Administration Year ............ .. C') ...., '"d :::0 ... ... (1) (1)
II
0 ~ ... ~ rJ THE "' ::l "' -. ,/~~ "' "' 0 ...... ::l '"d ...., (1) e:.. ~lATTER OF THE APPRAISEMENT ... ...
~ "' 0
X '"d'"O ~ 0"' ... ~
OF THE II ~ .g ~
tr1 (1) ...
ESTATE OF II "' ...... ...... '< ~ ...... (1)
II LEOPOLD CATINETTI ......... ......... ........ ........ .......
Deceased· ..
Late of . C.q.li£ornia, ................................... . ...... ..
·~
,··.
County of .. ~.C1.S.J:l~.J:l9.1:.()I1, ............................ II trJ
... · .... c ~
~
Commonwealth of Pennsylvania II > . . :::0 ..-...... ·--.. --.. o-<: W ·en trJ (")
I-' ·-II ?" ?-?" ' ; REPORT AND1 APPRAISAL Ci ~ ·~
c.. -.
:> ~«L\"'0;
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COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OP COUNTY COLLECTIONS
INHERITANCE TAX DIVISION
NOTI"CE OF FILING OF APPRAISEMENT
(Executor oHUJfj)Ofi)fl§'if.ulm
IN YOUR lliJIJ.Y PI.IAII
AI,IR '0 37-81-7
In Re:: Estate of ___ _:!· LE!::!!:.~~D~PO=::!LD::!!:!.-~CA~T..:I~NE~-·TuT::!:I ____ _
------'W!!!AS=H~I~N~GT:.!O~N!.,_ _____ County -J'ile No. 63-68-161
:Je a.r :-1rs. Cc·11et:
You are hereby notified that the original
3.ppra.isemen1.. 'in the estate of I.eapol d Cat.i net.t.i
·J.as: b:en fi:..ed in the office of the. Register of Wills qf Washington
:::oli.Dt.;y on· ~r-~};1" :~r.L;.i . , 19.il8. Said appraisement reflects· the
fo:..la;.ring vc.l·uations:
Real Estate -------------
Personal Property ____ ~2~3~,~2l~~To26¥9----Transfers ________________ ~--
Tot a l ---------:--_s:.2.;JJ~,.Jt:.2...&.l.Jt:.2........:.2..:;~9'---
As to such tax that is paid within three months.from date of
jeath, a fi .... e (5%) percent discount is allowable. As to any tax that
rellaills unpaid aft~r one year from date of death, interest at the rate
~f six (5%) percent per annum is charged.
A=:J.y party in interest who is aggrieved by an·appraisement may
ap?eal ther€from as provided by law.
'· .
....
. -.
D~e ----~~~a~ruc~h~2~7~1~1~9~6~8L--------Signed
Title
DATE OF DEATH: January 16, 1968
t--ote: This is not a bill.
J
RCC·3-g (6•6H
COMMONWE_!~L TH OF PEl-INSYLVANIA
TRA!ItSFER INHERITANCE TAX
RESICENT DECEDENT
CATINETTI, LEOPOLD
FILE # . 63...;68-161
January 16, 1968
SUMMARY
·-.... ,·~-..-5~ ... ·---·.
FILE # 6,3-68-1i>1 -··-~--·-·. flEPOHT OF INHEH.ITA!iC~ TAX APPRAISER
I~ the unrle~signed rluly appointed Inheritance Tax _Appraiser in and for the County of
# f3 \'ia.shineion , Pennsylvania, do respectfully report that I have appraised
the rea~ a~d personal property as reported in the foregoing return at the values set forth
opp:Dsit~ e.s.ch item in the last column to the right in Schedules "A", "B", "C" and "E".
Dated: 03-27-68
01-16-68
• ·· REPORT OF THE REGISTER OF WILLS
I, the undersigned duly elected Register of Wills in and :-~or Washington
County, Pennsylvania, do respectfully report that I have allowed deductions in the amounts
claimed ··:;-y deponent, except as to those· i terns where a greater m· lesser amount is set forth
in -~he last. column to the right in Schedule "F", which greater or lesser amount represents
the sum all::>wed as a deduction.
03-27-68
REGISTER OF WILLS
INVENTOFY VALUE AS REPORTED VALUE AS APPRAISED VALUE AS REAPPRAISED
Rea~ Prcperty (SChedule A)
Persona] Property (Schedule B)
Transfers (3chedu~e C)
Joint-HEld Property (Schedule E)
$ ·-$ $ _____ _
TOTAL GR0-3S AS~TS
LESS Detts ~nd Deductions
(SCHED!JLE F)
CLE.ill VALUE' OF ESTATE
Valuatian of life estates or
anrmi ties
ESTATE TAX .\SSESSMENTS
FOR USE JF ::tEGIST~R ONLY
..22,852-79
22,852-79
2,653 .. 82__:=
20,168.97
$ ____ _
~ ------
COMPUTATION OF TAX
Tax on $ ______________ , ___ ~% $ _________ __
~:~ ~~ ~ :w,25b_~7 ~ : ___ j;J14Jl.il
Tax on $ , __ 1!'1% $ . ·--
Exempti 0·:1S::;=======:= (':')
Totcl Estat~-----------
TOTAL TAX $ ______ _
Less t~ previously paid
BALANCE
Less 5% of tax .if paid within
3 months after de~th
B~~CE )F INHERITANCE TAX DUE
Add interest at r~te of A% from
to
tfo ;~.==~=======~=== .,. _____ _
$=·==== r=
AMOUNT 02' ESTATE '?AX ASSESSED $ _____ _
Estate t3.x paid
BALANCE DUE
Add inte~es~ at rate of 6% from
to
$ ------
TOTAL TAX BALANCE
PAID
FOR USE t)F Ei.EGISTER ONLY , ADJUSTMENTS
2J,212.29.-·
23,212 2<j,_· __ . -------
2,653.82:= =======··-
As evide-nced by Charitable Exemption
Certificates {ssued by the Secretary
of never:ue.
~-----------------·---
$ _____________ __
$ ______ _
$ _____________ __
$ ______ _
$
NOTE: w:1ere subsEquent adjustments are made to the above computation of tax by the
R~gister o:' Wills, for proper reason, same should be noted below, with short
e:::plc.natioa.
--~~-~,il!i.~-~----:~~--
~\d'ill . . . { No .......... . ;~ mtmstration. \ Year ........... . \.· .. t,-..
·:·::
Dl THE
:\lATTER OF THE APPRAISEMENT
OF THE
ESTATE OF
.•
................. LEOPOLD. .. CATINETTL .....
Deceased
Late of . . . . . . .. . . .... CALIFORN-IA.·· ... · · · ·· · · · · · · · · · ·
County of WASHINGTON
Commonwealth of Pennsylvania •' :,·
REPORT AND APPRAISAL .·
•
. ·
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Ft7' .R8c-41:.!·. 00 1 oil "'?
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COMMONWEALTH OF PENNSYLVANIA
RESIDENT INHERITANCE TAX
APPRAISEMENT
DATE ................. ~ .... Ma:t..Ch. .... Z.7..~ ..... 1.96.3. .... .
DEPARTME"'IT 'OF BEVE..'IJUE
BUREAU OF COVNTY COLLECTIONS
RABRBBURG, PENNA. : 7·12 7
COUNTY .................. W.~.!?.A.IDgt .. Q.U, .................................... ..
FILE NO. .. ................. §.?.:::§?.::.J.:.~.J.: ....................................... .
Whereas,-~-.. =~~:-:::-:. -~=-~~.9.P..9.!4 .... G.~~.ID~~-~-~ .......................................................... late of .............................. Q~J.j,..f._qr.n~ ............................................ ..
in the County of .................................. W.~~P.J.M~.9.n .................................................................. Commonwealth of Pennsylvania, having died on
the ................................ +..9. .... ~h ............................................. day of .................................... Y..~~.cr. ................. 19 ... 9.$. .. , seized and possessed of an estate·· "·
subject t.o Inheritance ':'ax under the laws of the Commonwealth of Pennsylvania;
Tl-.erefoce, I, ................................ W.!.:R.L .. C.ba.n~,Y ............................................................. , an appraiser duly appointed"according to law,
having been designateC: to make a fair and conscionable appraisement of the said estate, and-to assess and fix
the caffi vabe of all annuities and life estates growing out of said estate, hereby file the following appraisement'
In the e'l'lent that any future interest in this estate is transferred in possession or enjoyment to collateral heirs of the decedent after
the expiration Jf any estate for life or for years, the Commonwealth hereby expressly reserves the right to appraise and assess transfer
inheritaLce tax::!s at the law:ul collateral rate on any such future interest.
("
Appraisement Unit Description of Asset Made for Inheritance Values · · Tax Pur poles
$
REALTY:
NOI\TE NONE
PERSONALTY:
.J!s ner Schedule "Bu ?~.?1? ?Q
TRANSFERS:
" NONE NON'
JT. HELD: ..
' :
NJNE . .. NONE -
~ .. ' ~ ' '" ' \• .. ... ·~ .J
' ..
~
.. -• 1
Total 23,212 29
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..
fonn~;-,~~hb~: ::rm":<>rJl~?r~~~~: ~; 0~er~£~.t~": abo~~--~~~':;.i•:;e.:e:~~~\~ ~
A alser
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·• .......... -... ~:: .. : .. WAsHINGTON .. : ........... : .. :.: ...... : .. : ....... ·. c6u;,1:y··. ·'· ..
·RESIDENT INHERITANCE TAX APP~AISEMENT
· Estate of
.... :.: ......................... L.:l!;Q.P.Q.J;.P. ... C.A'f..lNET.T.I ........... jj~;·~~~;;J:
Late of
CALIFORNIA-·········································································· ·:·:········:········································
Date of Death, ............ ~.an.uary. .... ~6., .... ~.9.6S. .............. .
AppraisemeHt Docket -Vol., ............ .3.7 ................................. .
Page, ....... 81~.7 ........................... No ...... ~.:?.::::§.?.~.~.§~, ........... .
Filed ill Register's Office, ..... N.~r..9.h ... 47., ..... J9 ... 6.8 ..
Amount of tax due, $ ................................................................... .
DEPARTMENT OF REVENUE
Received,
E:.ra.mined and Approved,
Wrote abo.rtt Appra.isement,
Appeal f1'om Appraisement,
Entered and charged, ....
.,' ... ~
..
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·.· .. ~--.-~'
, I I
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,.
,
. ' . . ..• .. .. ·. ~ . . ./ Form RCC·J.O DEDUCTIONS ALLOWED IN
OFFICE Of' THE STATEMENT OF DEBTS THE SUM OF ....... ." .... ~ ~J?.J.b $ ............ j ..................................
REGISTER OF WILLS
:Wg,shin;Itcn ~~D DEDUCTIONS DATE APPROVED ..... ~.:r£Z: ... ~c OF COUNTY ........
~:~T OF THit COMMONWiALTH
~_x:;) ~% ~~~ ~L ~3-~J~~£/ .. ~ ~eglaler of Willa, Agent
V"
ESTJITE OF L~Ql2old Catinetti LATK OF california
DATE OF F.ILINQ AF.PRAISiMBNT Jan 31, 1968 DATS 01' DBATH January 16, 1968
DATE "NO. :II'
IOUC!OlSII NAME OF PAYEE REMARKS AMOUNT
Jan ~5 1 Rt:ssell Marino, Register Letters Testamentary 20 50
...Ian 2S 2 Gt::v Rooers Takino Letters 15 o·o
.Tr.n 29 3 B:r:ownsville Teleqraph Advertisinq Letters 9 00
.Tr.n -=._Q .a. Washinoton Countv Renorts Advertisinq Letters 12 00
_.ran -=.1 r.:· :> Russell Marino, Reqister Filinq Inventory 3 00
.. T:::.n 11 f), rr:.lPf'fiP. & Greenlief Funeral Bill 1 023 00
.T::on "::1 7 F.r~m i 1 v 'F.x~mntion 1 000 00 -
.T:::.,..., "" 1 . R Mf"'r1PV M A7.orskv Esa. Attornev Fee ' 571 32 -
I
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'f'()rpn, T. S2 653 82 .
;
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..
COMMONWEAl.. TH OF PENNSYLVANIA }
COIUNTY ::)F _ _,W..:.a=So.::.h:.:~::.;· n:.::..;;lq~t:.;O:;,:n:,:_ ____ as:
ODA COLLET I 1• ---~~~=.::=.:=-=----------------------H£REBY CERTIFY. THAT. TO THE BE8T OF
NY K"'OWLEI:•GE I' NO BELl ~F. THE FOREGOING IS A JUST AND TRUE SfATEMENT OF DEBTS, FUNERAL EXPENSES AND EXPENSU OP'
AOMI,.,.BTRATlON ;u&MITTED TO THE ESTATE OF LeOpOld Catinetti DECEASED, AS DEDUCTIONS FOR
INHER TANCE TAX: PURPOSI!S.
SWORN AI'Cl SUBSCRIBED BEFORE ME -THIS 3 Qth ,Tq~··=~· Notry~~ . . ·
My ~omrr1sS10n ~28,
DAY OP'
1968
'
iRCC·4~ (5-6:)
COMMONWEALTH OF PENNSYLVANIA
DEf1ARTMENT OF REVENUE
HARRISBURG
!NOTE: TO BE 'SUBMITTED IN TRIPLICATE
Pennsylvania Department of Revenue
Bueau of County Collections
· 26· S. 4th Street
Hcrrisburg, Pennsylvania
Dear Sir:
Pu·suant to Section 742, Pennsylvania Inheritance and Estclte Tax Act of 1961,
we herew th submit the following report:
N~ME OF REPORTING
F I:N AN C 1.!\ L INSTITUTION _ __.W ..... a ..... · s ..... tUJI-eoo.~r~nlo-4-P..c:e04.1n~n~a .... -~w.!a.etrt{o... 1:~· G:J.JP.f!.!_BJ:ir.'l~B~a111RrHk:------
AIDDRES~-Thir~ & Liberty Streets,· Californ:i "'" Pa. 15l~o19
ACCOUNir NO. OF JOINT,
TRUST ~ INVESTMENT DEPOSIT_-..:1!1=6-+-79.e...._ _________ -,---
NAMES ~ ACCOUNT
ORINVE)TMENT Leopold Catiaetti -. // <_oRv DECEASED JOINT DEPOSITOR, ~ d'~ ~ TRUSTEEORINVESTOR~-----------=L=e=o~p=o=ld=·~c=a~t~i~n~e~t~t~i __________________ ___
ADORES~ Penna. Ave CQl4~nrn~a a ·Ji ..,_.~r.:r :-n:;l; I
DATE OF DEATH ~16: 1~
SLIRVIVII-IG DEPOSIT~
Pa. 154:!1.9
BENEFICIARY OR INVESTOR. None -----------~~~---------------------------------------'--
ADORES~---------------------------------------------------------------------
RELATIONSHIP TO DECEDENT D.~TE DEPOSIT OR'INVESTMEN--:T--/-/1")--1-~-----:--.,...---.;...._---
W A5 EST A BUSHED ___ __.fL~Y..__...:...;;UA,e/~· .;:.__~.1:~-.;....4-~·~zr:=--~-{l"'-...-~7---
B.!\LANCE, INCLUDING INTEREST /":> ..J-fir/tl) r I 11
D!J E, AT DATE OF DEATH $ ___ ...::.{kynA/~· ~-· ''-L...l/,~·<7:..t=,o::::::...-!!.. Jf-l.lilt:.L.!.? ~~T'--4--l--