HomeMy WebLinkAboutOC1968-0259 - ESTATE OF LOMBARDO~F\i>rni:RCC-33.,
RESIDENT DECEDENT
~3-~'8~?-ry
COMMONWEALTH OF PENNSYLVANIA
.DEPARTMENT OF REVENUE
BUREAU OF COUNTY COLLECTIONS
COUNTY OF
IMPORTANT:This return mus t be completed in detail and filed in duplicate,with will attached,with the'
Register of Wills of the County where decedent resided;Return is due within one year after
date of death,unless an extension is granted by the Secretary of Revenue.(Section 703 of
the Inheritance and Estate Tax Act of 1961.)
rixEueutor
Executrix
Administrator
.................cax:;::=::.:...=~:~.~ATE.~~}::::UA;~:OF
(State full name of decedent)
Late of W.&Sbipg.tQn County ADMINISTRATOR
:.:.~-;::::::~-:::::~::J"
...."'~f""th~""~~t~t~"";"the "~i~~'~~~~~';"~~:f~~~:~d';~'S"""'"..
Decedent dled ~.~~~~~~.~.
(Month)
NaDle and address of attorney or}
other authorized representative to
whom all correspondence should be
mailed.
.,19.~~....,{r testate leaving a las~will,copy of which is he~eto attac~ed.}
(Hay)(YEilr)intestate .
Greenlee .Richman,Derrico &Pose....·j25···Washlngton·····Tru8t·····Bidg..~·..;..Wa8h:lngtOii·~····Pa~······15301 ..
........,....
ExecutrixThatassuch deponent is familiar with the affairs of said estate and the property con-
(Ex(~cutor·Adm inistrator)
stituting the assets thereof and their fair market value.
That at the time of death there was no safe deposit box registered in decedent's individual name,o:r..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:-
THIS SAFE DEPosiT BOX RENTED
IN NAME OR NAMES OF
RELATIONSHIP OF JOINT
OLDERS TO DECEDENT
That the contents of said safe deposit box or boxes are itemized under Schedules of this
return,with the exception of the folloWing,for the reasons hereinafter set forth:
That Schedule A attached hereto and made part hereof sets forth fully and in detail all the
real property in the Commonwealth of Pennsylvania of which decedent died having an interest therein.It
also sets forth the mortgage encumbrances upon each parcel of real property at the date of death,giving
the amount still due at death,name of mortgagee,date,rate of interest,and book and page of record
thereof.It also sets forth in the columns provided therefore the assessed valuation of each of said
parcels,the estimated market value thereof as of date of death of decedent.
That Schedule B attached hereto and made part hereof sets forth fully and in detail all personal
property wheresover situated owned by the decedent at the time of death;all moneys left by the decedent
at the time of death,whether in decedent's immediate possession,standing to decedent's credit in banks
of deposit,savings banks,trust companies,or other institutions,whether indiVidually,or in trust for
any.other person or persons giving also separately the accrued interest thereon,if any,down to the last
interest day prior to decedent's death in the case of saVings banks,and to the date of decedent's death
in all other cases;all bonds,postal savings,treasury certificates or notes and other evidence of in-
debtedness of the United States to the decedent;all obligations,whether by statute or agreemen~they
are designated as tax free,of the United States,or any state,or political subdivision thereof,or of
any foreign country,which are owned at the time of death;all wearing apparel,jewelry,si~verware,pic-
tures,books,works of art,household furniture,horses,carriages,automobiles,boats,and ~y and-all
other personal chattels of whatsoever kind or nature,left by decedent,together with the f-;irly estiml!-ted
market value theredf;all bonds and mortga~es held by decedent and of all claims due arid OWing decedant
at the time of death,and all promissory n~tes or other instruments in writing for the p~ym~nt of money
of which decedent'died possessed,of whatsoever nature,with interest thereon,if any,givill.g'the'face
value and estimated fair market value thereof,and if such estimated fair market value be less tha~the
face value,it sets forth briefly the reasons for such depreciation as to each item;all moneys payable
to the estate from life insurance policles carried by decedent;all annuity and endowment contracts the
proceeds of which were payable upon the death of the decedent;and all the corporate stocks and dividends
due thereon and unpaid as of the date of death,bonds and accrued interest thereon to the date of dece-
dent's death and other investment securities owned by the decedent at the time of death,with the market
value thereof at such time.
\
Subscribed and sworn to before me this .
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 of death.
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 ofproperty,real or personal,within two years of decedent's
death,in contemplation of decedent's death,or intended to take effect in possession or enjoyment 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 transferee 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 also attached to the schedule a CORY
of the deed,trust agreement or other instrument creating the trust.Therp.is also set forth in said
schedule a list of all property,real and personal,with its value,which passes 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 individually or jointly,by the will,deed,or other instrument of another,
with a copy of the instrument creating such power attached to the schedule.
That Schedule D 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 decedent's Will.It also
contains a statement showing which of the beneficiaries named in the decedent's will,if any,died prior
to decedent,the dates of their death,their is~ue,andthe r~lationship of such issue to the beneficiary.
That Schedule E attached hereto .and made a part hereof 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 acquisition of personalty,plus the name,address and relationship,if any,
of co-owners to the decedent.
That Schedule F attached hereto and made 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 11l1paid at time of
death;taxes accrued chargeable 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","en,"E",and "F"as directed therein,
have been carried forward and properly registered in the Summary.
;()~2-..Z;·2f··..· ·3~t:4 day of ~~19l4.........··~~tii~r ·..· ·..···_..·
~~'••'~A?'.609 F~~~.~.:J.1~/'6ye _......"<':..;'NIYR'A j':FRANK"..(Street Number)
~.W~~~OO~
.N~tary public,washlO~ton~arch 12.1977 ~.a.n.qn8.b.u.t'3 r.enna.a 153.l1 .
My Commission Expires (City or Town and State)
NOTE:Before signing affidavit make sure all blank spaces in the affidavit 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 requirerl 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 tl·~·;
COMMQNWEALTH OF PENNSYLVANIA
,D~PARTMI!!NT OF REVENUE
BUREAU OF COUNTY COLLECTIONS
TRANSFER INHERITANCE TAX
RESIDENT DECEDENT
SCHEDULE "A"
REAL PROPERTY
Real property in Pennsylvania,with statement of mortgage encumbrances upon each parcel at death of dece-
dent.Where property held as joint tenant or tenancy by entireties,report on Schedule "E".Property held by
the decedent as tenant in common with another or others,should be identified as to quantum of interest and
the estimated value should be that of the decedent's interest only.
The real property located In the Commonwealth of Pennsylvania should be
described by lot and block number,street and street number,together with
a general description of the property,with a reference to the record of the
conveyance by which the decedent took title;If a farm state number of a·
cres;also statement of mortgage encumbrances upon each parcel at death
of decedent.Taxes,assessments,accrued Interest on mortgages,etc.,are
to be listed on Schedule "F"and must not be deducted from this schedule.
ALL that certain parcel of land situate in
the Borough of Canonsburg (formerly Cecil
Township),Washington County,Pa.,being a
part of Lot No.217,in Block 13 in the
Cecil Improvement Co.Plan of Lots of East
Canonsburg;of record in Plan Book 2,Page
151,on which is erected a ?-stary frame
house knawn as 521 t ranklin Ave.,Canons-
burg,Pa.
(1 )
ASSESSED VALUE
FOR YEAR OF
DECEDENT'S
DEATH
(2)
ESTIMATED
MARKET VALUE
m
DEPARTMENT
VALUATION
CAUTION
(Do not write
In this space)
BEING the same premises conveyed to Carmelo
Lombardo and Lily Lombardo,his wife,of
Canonsburg,by deed of Victor Nil:·t08ki,et
ux.dated Juni 2,1928,recorded in Deed
Book 555,page 603.The said Lily Lombardo
died May 16,1962,survived by her husband,
Carmelo Lombardo.$5,000.00
/I
,s-'eJ-d--tJ.
I
Insert this total opposite "real property",Schedule CIA"in the
"As Reported"column on the last page of this return.
xxxxx
RCC-35
c.;OMMONWEALTH OF PENNSYLVANIA
TJlANSF'ER INHERITANCE TAX
RESIDENT DECEDENT
SCHEDULE "B"
PERSONAL PROPERTY
INSTRUCTIONS:This Schedule must disclose all tangible and intangible personal property owned individually
by the decedent,at the time of his death.Property owned by the decedent jointly wi th another or others
must be listed under Schedule ·"E".Intangible personal property,titled in the name of the decedent,but
payable at death to another or others,including but not limited to P.O.D.U.S.Savings Bonds and tenta-
tive trust accounts,must be listed,despite the fact that they are not of the administered estate.
Tangible personal property should be listed first (e.g.jewelry,wearing apparel,household
goods,and furnishings,books,paintings,automobiles,boats,etc.)
Intangible personal property,such as bonds.treasury certificates,cash on hand and in bank,
stocks,mortgages,notes,together with accrued interest or dividends,salaries or wages,insurance pay-
able to the estate or fiduciary in said capacity,partnership interests,interest in anyundistributed
estate of or income from any property held in trust 'under the will or agreement of another,even though
located outside of the State,at the time of death,should be listed in this schedule.
I tern
No.
ITEM
List and describe fully
UNIT
VALUE
ESTIMATED
MARKEr VALUE
DEPARTMENT VALUATIO~
(Do not write in
this space)
1.
2.
Account •Mellon National Bank
Account •Mellon National Bank
...,V
oiJ1ld
-Cabg,Pa.$10,058.06
...Cabs,Pa WJYJ ~4,964.45
Insert .this total opposite "Personal Property",Schedule "B"in
the "As Reported"column on the last page of this return.
x X /S()~d..51
)
RCC-36
CO~fMONWEALTH OF PENNSYLVANIA
TRANSFER INHERITANCE TAX
HESIDENT DECEDENT
SCHEDULE "c"
TRA.NSFERS
(1)Did decedent,within two years of death,make any transfer of any material part Q£his estate,without
receiving a valuable and adequate consideration therefor?(Answer yes or no)ftO
(2)Did decedent,within two years of death,transfer property from him~lf to himself and another or
others lincluding a spouse)in joint ownership?(Answer yes or no)no
(3)If the answer to (1)or (2)above is in the affirmative state:
(a)Age of decedent at time of transfer _
(b)State of decedent's health at time of making the transfer.(Note 1).
(c)Cause of decedent's death.(Note 1).
(4)Did decedent,in his 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?
(Answer yes or no)No
(a)Was there any possibility that the property transferred might return to transferer or his
estate or be subject to his power of disposition?(Answer yes or no)_
(b)What was the transferee's age at time of decedent's death?------(5)Did decedent in his lifetime make any transfer without receiving a valuable and adequate consideration
therefor under which transferor expressly or impliedly reserves for his life or any period which does
not in fact end before his death:
(a)The possession or enjo~ent of or the right to income from the property transferred?
(Answer yes or no)No
(b)The right to designate the persons who shall possess or.enjoy the property transferred or
income therefrom?(Answer yes or no)ftO
(6)If the answer to (5)(b)above is in the affirmative,state whether the right was reserved in decedent
alone or others _
(7)Did decedent in his lifetime make a transfer,the consideration for which was tnmsferee's promise to
pay income to or for the benefit of care of transferor?(Answer yes or no)ftO
(8)Did decedent,at any time,transfer property,the beneficial enjoyment of which was subject to change,
because of a reserved power to alter,amend,or revoke,or which could revert to decedent under terms
of transfer or by operation of law?(Answer yes or no)No
(9)If the answer to (8)above is in the affirmative,was the power to alter,amend,or revoke the inter-
est of the beneficiary ~~served in the decedent alone or the decedent and others?
(Answer yes or no)ftO
NOTE 1:The answers to these questions should be supported by affidavit by the attending physician as
well as a copy of the death certificate.
NOTE 2:If answer to any of the above questions is yes,set forth below a description of the property
transferred,it's fair market value at date of death,dates of transfers and to whom transferred,with
relationship of transferees to decedent,if any.Submit copy of any trust deed or instrument,if trans-
fers are claimed to be non-taxable,also submit detailed statement of facts on which said claim is based.
NOTE 3:List applicable property below in manner in which provided in Schedules A,B,or E.
ITEM
None
DESCRIPTION MARKET VALUE
(Es Umated)DEPT.VALUATION
(Dept.Only)
Insert this total opposite "Transfers",Schedule "C"in the
"As Reported"column on the last page of this return.o
RCC-38
C·OMMON\VEALTH OF PENNSYLVANIA
TRANSFER INHERITANCE TAX
RESIDENT DECEDENT
SCHEDULE"E"
JOINTLY OWNED PROPERTY
INSTRUCTIONS:This scherlule must disclose all property,real and personal,owned by the decedent jointly
wi til anot.her or others,including intangibles,standing in the name of the deceden.t and others.List
real estate first,us entireties,or joint tenants,giving brief description,as indicated lmaer Schedule
"A",plus the date and place-of record of instrmnent effecting vestiture,but do not include entireties
or out of state real estate value in estate valuation column.Personal property should be listed as in
Schedule "B",plus date of acquisition,and the name,adrlress and relationship (if any)of co-owners to
the decedent.
Description of Property,Date of Acquisition,Name
Address and Relationship of Co-Owners,ffild Place
of Record of Instrmnent,where Real Estate.
None
Unit
Value
Percentage
Share
Estate
Valuation
DEPART~{ENT VALUATION
CAUTION-Do not Write
In This Space.
Value of Value of
Entire Decedent's
Property Interest
Insert this total opposite "Jointly Owned Property",Schedule "E"
in the "As Reported"column on the last page of this return.
-
RCC:-37,..(~2-6 3)
("OM~ION\\··fAI.TH·OF PENi'\SYYLANIA .
THANSFEIf INm:HITANCE TAX
RESIDENT DECEDENT .~'t~v:'..~0
SCHEDULE "0"/"'f';J)\\'~j.1o"ff~J~v .lio,~.J"---BENEFICIARIES
:1
-
I RELATIONSHIPBENEFICIARIESANDADDRESSES(IC step-children or SURVIVED DATE INTEREST OF:tate full nam~s and addresscs of all who illegitimate ehildrcn DI'XEDENT Or?BENEFICIAHY
I\·('Nt4lnlc!yroeTl~lettaftont ingont or other D~~hRterJ.set ST~X~ES llrn'tlf 1/6 of W12fjyetJ~I will in cstate)otiS fact.)
349 Chestnut St.
w i I,;,QWU ,,1't.oJ.
"
"
,Sam Lombardo Son Yes 0 .....1/6 of Residuei
3108 Suitland Road,S.E.!
wasn1ngcon,u.~.
!
oJ 08epnJ.De .'1.A J.es _.-1/6 of Residue-....
:113 Benton Dr1ve
,-i Canonsburg,Penna.I
Connie Zelinsky Daughter Yes -..1/6 of Residue
609 Franklin Ave.
,\ianonsb~rg,renDa.
Louis 'Lombardo ~on Yes -.-1/6 of Residue
432 Cecil St.
Canonsburg,l'enna.
Carl Lombardo Sen Yes ._-1/6 of Residue
i 515 Glenn Street,'
\Washington,Penna.
I
.
I
Deponent further says that all the above-named beneficiaries are liVing at this time except below:
NAME DATE OF DEATH RESIDENCE
-
i
..
!
,.
ESTATE OF
~I:\TIER OF THE APPR.\I:;E~fENT
\I
OF THE'
{
...
Will
x.~ion !~o3:6~:~5:9YeJJ968:...
P.J THE
.'
(Ex ec utor·Adonin 15tr;;tor
must complete "As
Reported"column --I.)
C')~~';::l....I";')0 to>..;;.;'":J '"'"'"0
...;.....:J -f':l :.>.......~<II 2
II>~.;~0-....~0 ,<"gM..
<II -<...\:)n
..~..~.'..C.a.1'IJlelo...~~.ardo·••••••••• .••••••••••••••••••••••e.~•••
Deceased !'
"
•
C/'l
C II ..s:s:>~".,
J)><.,
~.
>
--C/'l.C/'l~Q...:-~
c)d
;::---REPORT A!'iD APPRAISAL
Commonwealth of Pennsylvania
County of ..Washlng.t.on .
..
Late of Boraugh of..Canonsburg ::
.'"./
-.
-_.-..:i9 ~..,.,~?""*
,-'P'CI .'. ,:.,
S··"0:.;l,.,'.'. :
7]'t ,)";':.''.III "",.V1LJS'··~'I
').l..,, . .'I 'yIA(NIH~1;;\.'".~'/lSI:J3'.
:.I,?S'0n~jJ....,\)cr
(I [If!.~d 0'. .
..j A'rIlt I...'{.''fl.,
• I ..\:1_'"':/.
GJ'eenlee,Richman,Derrico &~Posa7/j
..../
.~.~:?...
j...!
VlVl..w:000:ONO:ONO
;0 0 •:O~Q
OJ-'Q
.;n .;n ;,t)v..~'h
>...
~",-":\....
~...
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;,.~.,
RC C-81 (6-73)
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF COUNTY COLLECTIONS
HARRISBURG
17127
NOTICE OF FILING OF APPRAISEMENT
CONNIE ZELINSKY
(Executor or Administrator)
IN YOUR REPLY PLEASE
REFER TO
Inheritance Tax Division
In Re:Estate of _C_ARME__LO__~_MB_ARD_O _
_--=.:;WA=S=H=I=NG=T.:.;O=N-=---__County -Fi Ie No._~6:.=:3,----68....::..c::....---,-2:.::5-=-9 _
Dear MRS.ZELINSKY:
You are hereby noti fi ed that the __O.::....R~]:..:..G......IN__AL-=-..:.___
oppraisement in the estate of CARMELO LOMBARDO
has been filed in the office of the Rea!ster of Wills of_....lWuAu;SwH....ID!NGI.,LToI..IO,.aN!I...-_
County on MAY 20,,19~,Said appraisement reflects the following
valuations:
Real Estate ~5~I.::::OOO=~.OO~·~_
Persona I Property__------'l!!!.o5!..1.~O~22!!!!!J!..5,L.,1!!!!..·_
Transfers _
Jointly Owned _
Tota I ----'2=0::..J.'-"'0~2~2~.5~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,inclusive;
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 this notice may object thereto within
sixty days after receipt of said notice as provided by Section 1001 of the Inheritance and
Estate Tax Act of 1961,72 P.S.2485-100;1~...~:t\7~"0 ()
Oat.MAY 20,1914 S~~""".~~
Title APPRAISE 11 "'
DATE OF DEATH:JANUARY 26,1968
Note:This is not a bill.
RCC-39 (5-68)
::::CMMONWEALTH OF PENNSYLVANIA
TRANSFER INHERITANCE TAX
RESIDENT DECEDENT
SUMMARY
Estate of LOl-1BARDO,CAR1-JE,LO
(Last Name)(First Name)
DATE OF DEATH 1-26-68
(lnitial)
FILE NO.63-68-259
REPORT OF INHERITANCE TAX APPRAISER
I,the undersigned duly appointed Inheritance Tax Appraiser in and for the County of WASHINGTON
Pennsylvania,do respectfully report that I have appraised the real and personal property as reported in the foregoing return at
the values set forth opposite each item in the last column to the right in Schedules "A","B", "C",and "E".
REPORT OF THE REGISTER OF WILLS
MAY 20 197fltUSSELL MARIN~Dated:
I,the undersigned duly elected Register of Wins in and for v.iASHINGTON County,ennsylvania,do respect-
fully report that I have allowed deductions in the amoums claimed by deponent,except as to"thos'e items where a greater or
lesser amount is set forth in the last column to the right in Schedule "F",which greate(;;'r lesser amount represents the Sum
allowed as a deduction.'
Dated:MAY 20,1974
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)
VALUE AS REPORTED
$---~I-
-------ib
VALUE AS APPRAISED
$5,000,joo=
15,022.151
VALUE AS REAPPRAISED
$I
CLEAR VALUE 0 FESTATE 17.071.,~
Valuation of life estates or -t=
FOR USE OF REGISTER ONLY
Tax on $-+-__~\
Taxon $~
Tax on $5%
Tax on $10%
Tax on $15%
fu~ptiMs *
Total Estate --!-__
TOTAL TAX
COMPUTATION OF TAX
$--------+--
$--------+--
$--------+---
$---------l---
$--------+---
$---------'---
(*)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 $-------jL-
Estate tax paid $----'l-
BALANCE DUE $----Cl-
Add interest at rate of 6%from
-------ito-----$------It=TOTAL TAX BALANCE $-----~.
PAID $....1
FOR USE OF REGISTER ONLY ADJUSTMENTS
NOTE:Where subsequent adjustments are made to the above computation of tax by the Register of Wills,for proper reason,
same should be noted below,with short explanation.
Will
Administration !No.
IN THE
Year .
MATTER OF THE APPRAISEMENT
OF THE
ESTATE OF
Deceased
Late of ..
County of
Commonwealth of Pennsylvania
REPORT AND APPRAISAL
RCC-2 (2-64)
-DEPARTMENT OF REVENUE
BUREAU OF COUNTY COLLECTIONS
HARRISBURG,PENNA,17127'
COMMONWEALTH OF'PENNSYLVANIA
RESIDENT INHERITANCE TAX
APPRAISEMENT
DATE MAY 20,1974
COUNTY \'JASHTNG'I'ON
FILE NO.63-6P-259
,
Whereas,GARNbLO LOMBARDO late of _---1C.-JA:l,J;bI:l.1C.:.:.,N~Q~E.I",!,I1~~Gi_-------
in the County of WASHINGTON Commonwealth of Pennsylvania,having died on
the 26th day of JANUARY 19 68,seized and possessed of an estate
subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania;
Therefore,I,B6MTNTC R I DeMARIA ,an appraiser duly appointed according to law,
having been designated to make a fair and conscionable appraisement of the said estate,and to assess and fix
the cash value of all annuities and life estates growing out of said estate,hereby file the following appraisement:
In the event that any future Interest In this estate Is transferred In possession or enjoyment to collateral heirs of the decedent after
the expiration of any estate for life or for years,the Commonwealth hereby expressly reserves the right to appraise and assess transfer
InherItance taxes at the lawful collateral rate on any such future Interest.
Unil AppraisemenlDescriptionofAsselValue.Made for Inherilanee
Tax Purpo.es
HEAL ESTATE $
SEE SCHEDl'LE "A"OF APPRAISEMEKT 5,000 Po
PERSONAL
SEE SCHEDULE "B"OF APPRAlSE.!'ENT <;.f'l5.022 51
TOTAL 20,022 51
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Having been dttf~'worn accord~:a law,I do hereby certify th~t the above appraisement is made in con-
formity with law on this 2 C 2L:.L daY:Jf;;;:::..;::.::./y~J)~ct:;;;:;:;19..L-.\.•
,,'/',l .+-Appralser
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RESIDENT INHERITANCE TAX APPRAISEMENT
Estate of
CARtI.ELO LO¥J.8ARDO
Deceased.
Late of
CANONSBURG
Date of Death,JANUARY 26,1968
Appraisement Docket Vol.,~"',.I..'.?L:.=;;;;"""_
Page,93-8 No.63-68-259
Filed in Register's Office,t~AY 20,
Am.ount of tax due,$_
DEPARTMENT OF REVENUE
Received,._
Examined and Approved,_
Wrote abo.ut Appraisement,
Appeal f"om Appraisement,--
Entered and charged,_~
.."l'~
'Form R~J,
OFFICE OF THE
REGISTER OF WILLS
OF COUNTY
AND AGENT OF THE COMMONWEALTH
!£J 3-&8-:ZSJ
STATEMENT OF DEBTS
AND DEDUCTIONS
--------------------.,
DEDUCTIONS ALLOWED IN V........-1.-~\,\.10
THE SUM OF $..
~lAZ~O 1979'IUSSELL MARllnJ
DATy:~~~O ED ...:............~.
...II f.U~...~.
-Register of ""Ills,Age.t
ESTATl!OF __C....;a:..;..rm~e~l...;.o_L_om_b....;.a....;.r:....;d'_o LATE OF _--.:;:B...:o:..=r=-.:o:...;u;;,l;g,h:.=--.o=f_C..:...=a:.=;n:...::o:.::;n=s:...::b:...;u::..:r::..lgoz--_
_____--',~1_9_7_4_DAT~OF DEATH January 26,1968DATEOFFILINGAPPRAISEMENTm--
DATI!:NO.OF
vouel·..."NAM&:OF PAYEE REMARKS A"'OUNT
l'jt~
2/17 Robert E.Wylie Funeral Expenses 1,9S9 00
9/26 ~est Penn Power Co.Final Electric Bill 3S 63
2/19 Paul Dukis Account of Decedent Due 40 10
812 Citizens Water Co.Final Water Bill 16 74
9J 26 The Bell Telenhone Co.of Pa Final Telenhone Bill 39 60
7/2S Columbia Gas Company Gas Bills &Final Bill lOS S6
__S--:,l+l_8_-+-__t-S_t_._P_a_t_r_i_c_k_'_s_C_h_u_r_c_h +-F_u_n_e_r_a_l_S_e_rv_i_c_e_s -+-__8_0-+-0_0_~
S/8 Anthony Colaizzo Appraisal of House 2S 00
S/27 Gaydos Monument Co.Lettering on Stone 38 00
-----1f----+---+-......:..--------------+----~---------+----+--1
SJ27 F.J.Buckley -Tax Coll.Taxes on Decedent's Res.31 89
8/21 Borough of Canonsburg Sewerage Bill 13 29-
10J 4 Borough of Canonsburg Final Sewerage Bill 4 43
S/27 Daily Notes Advertising Sale of R.E.S 80
6/13 Malcolm Morgan-Co.Treas.County Taxes on Decedent's ~es ~20 82
7/]1 F.J.Buckley-Tax Colector Taxes on Decedent's Res.64 44
10/4 Reimbursement to Greenlee,R~chman,Derri co &Posa:
21/1 Russell Marino -R/W Probate of Will 18 00
2/7 Guy Rodgers Witness Fee IS 00
21/20 Washin2ton Co.Reports Advertisin2 Estate 12 SO
2/27 Observer Publishing Co.Estate Notice 12 50
13 00
400 0010/4
Filing Inventory and Appraisement,Bal.on Letters,et~.----tf---_+_--+-----=-----~----!:..!~_+_----=----------:....-_+---_+_--
Greenlee,Richman,Derrico &A ,~F~~
Total Debts &Deductions'$2.961 OS'
COMMONWEALTH OF PENNSYLVANIA }
COUNTY OF Washington SCI:
I,Connie Zelinsky
MYRA J.FRANK
Notary Public.Washington.Washin'gton Co.
My Commission Expires March 12,1977
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RESIDENT DECEDENTSCOMMONWEALTHOFPENNSYLVANIA
19 68
Form RCC-4-Rl-3-66
No.979013
Date Octobor 21,
OFFICIAL RECEIPT
Transfer Inheritance and Estate Tax
Office REGISTER OF WILLS._---.".-__U_·'A_SN_n_~_G_i_O_n --.J:Pa.
t1ASHINO'lOn R . d f Connie Zelinalty-----=..::===.:..=...::..::.=.:County,ss:ecelve rom _
(ExecutorJmlilWimDJ;W'&~)of the estate o"f .....::C::::AIU==·1!l::.:·L=-::O::-::L=-::O:.:~..::mA=n:.::D::..:O~::__--_=_:___----------
h d·-,J"...."n-2G G0 orm TKOUSAND FIFtY o.nd no/100 ..........W 0 leo UU--L 19__,the sum oILf ---=--LDollars,
being TRANSFER INHERITANCE TAX and/or ESTATE TAX due the Commonwealth as follows:
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NOTE:In accepting the transfer inheritance tax on future estates prior to the death ofthehfetenantortenantforyears,as evidenced by this receipt,it is understood that the Com-monwealth shall not be precluded or prevented from hereafter assessing additional inheritance
tax at the death of the life tenant or tenant for years whenever it appears that such additionaltaxmaybelegallydueandcollectibleforanyreasonwhatsoever.
1.050.00Total$_
*As evidenced by Charitable Exemption Certificates issued by the Secretary of
Revenue under Act of May 28,1956,P.L.1757,effective June 1,1957,as amended
by Ad No.38\a;p:~"d !ll:JI,1957':d A,oI N':;7'1961,S"'IiO~302.
V I(;..,..~~€~~1=/~rl37-93-8
Computation of Tax
Tax on $5%$
Tax on $10'Yo $
Tax on $On Account 65Z ~$1,050.00
Tax on $15%$
Exemptions *$
Total Estate $
Total Tax $
Less Tax Previously Paid (if any)$
Balance $
Less five per centum of tax ifpaid
within 3 months after date of death $
Il~COMPLETIl Amount of Estate Tax Assessedunder
the Act of May 7.1927.$
Add interest at the rate of %
from
to $
$,-
$
$,-------
$
$,-------
$
Valuation
$,------
$,------
Total $,_
Appraisements Made and Filed
$,-------
$,------
Total
Total Gross Assets
Less Debts and Expenses of
Administration
Clear Value of Estate
Valuation of Life Estates or Annuities
Date'19__
_________19__
Estate Tax Assessments
Date'19__$,_
________19__!::$============
Date Valuation
Date
Personal Property
Real Estate
NOTE:This Triplicate Receipt to be retained by the Register of WUls and filed in numerical
sequence for audit purposes.MOORE BUSINESS FORMS,INC.,ELMIRA.H.Y.
FORM RCC-4-RI
TRANSFER INHERITANCE and/or ESTATE TAX.
RESIDENT DECEDENTS.
RECEIPT
Docket 31 Page 93 I ine,_8 _
Estate of CAL'tt,ZiLO Ltr.mAllDO
OFFICE OF REGISTER OF WILLS
UJlSIJXI:G'io!;Pa.
D Oc:'tobor 21 60ate19__
SIGNED AND SEALED AS PROVIDED BY
SECTION 1201.ACT APRIL 9.1929.P.L.343
AS AMENDED BY ACT MAY 15.1945.P.L.528
GUSSil3..L !m3Ir!O
Register of Wills
1201 (g).Act of April 9.1929.P.L.343.as amended.viz:·"To receive from Registers of Wills alI duplicate re-ceipts for taxes paid to them by executors or adminis-
trators and to charge the Registers receiving the money
with the amount receipted lor.The original 01 each such
receipt shall be signed and sealed by the Register of
Wills and transmitted to the executor or administrator.
whereupon it shall be a proper voucher in the settlement
01 the estate.In no event shall the executor or adminis-
Irator be entitled to a credit in his account by theRegisterunlessthereceiptissosignedandsealedbytheRegisterofWills."
Fill in below name and address of person to whom
tax receipt is delivered:
I I
To ArmS.J Gtl.'arn-;um pnICf:.1Ylt DmlnICO b 1?OSA
325 UASilIhGiOtl fRUST IJUnDl~:G
tJAsmtmOHJ Pilm3SYLVAInA 15301
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h,3-~9-;2q
i\ffi~auit ®f 1fxrrutnr (@r 1\~mini!ltratnr
~tutp of JpltltHyluultiu.~55:
C!LoUltty of BUHl1iltgtolt \
Personally before me,the undersigned authority,a ~.~.~~.~~.~.~~.~..in and for said
County and State,appeared 9.~P.:!.~~.~J!~.~.~xe.cutrix who,being duly
sworn according'to law,deposes and says that She is the executor or administrator of the estate of
..........................G.a.rm~.l.Q l.!.Qmba.r.d..Q deceased,that the foregoing schedules constitute a
complete inventory and appraisement of the real and personal estate of.....9..~.~.~lQ ~.Qmp..~!:4..Q ,
deceased,except real estate outside the Commonwealth of Pennsylvania;that the figures opposite each item
of real and personal estate in the foregoing schedules are determined and stated by the undersigned to
be the fair value of said items as of the date of the decedent's death,based upon a just appraisement of each
item made by the above named Executor Administrator.
day..;:~E_:::·~::::::.lE~··~·~_·········_·······...··
-:ADDITIONAL INSTRUCTIONS
1.An invel1tory must be filed within three months after appointment of personal representative.
2.A supplemental inventory must be filed within thirty days of discovery of additional assets.
1 Original and 2 Copies and 2 RCRI-34,Under $10,000;1 Original and 2 Copies and 2 RCRI-33,
Over $10,000,including Copy of Will;1 Original and 3 Copies and 2 RCRI-33,Over $50,000,in-
cluding Copy of Will and copy of Federal Est~te Tax Return.
REFERENCE FOR ADDITIONAL COPY
Act of 1947 P.L.513 Sec.5.2,72 P.S.4844.2
lJuurutnry null .ApprniBPtlltut of the goods and chattels,rights and credits which
were of ~.a.rme.lQ ~9mb.a.rd.9.1ate of ~.Q;r.Q9.,gb Q.~9.~nQn§p.~.rg:.
Washington County,Pa.,taken and made in conformity with the above affidavit.
DOLLARS CENTS
REALTY:
ALL that certain parcel of land situate in the Borough of
Cauonsburg,(formerly Cecil Township)Washington Co.,Pa.,
being part of Lot No.217,in Block 13 in the Cecil Improve-
ment Co.Plan of Lots of East Canonsburg;of record in Plan
Book 2,Page 151,on which is erected a 2-story frame house
known as 527 Franklin Ave.,Canonsburg,Penna.
BEING the same premises conveyed to Carmelo Lombardo and
Lily Lombardo,his wife,of Canonsburg,by deed of Victor
Nitoski,et ux dated June 2,1928,recorded in Deed Book 555
Page 603.The said Lily Lombardo died May 16,1962,sur-
vived by her husband,Carmelo Lombardo 5,000 00
PERSONALTY:
Account ...Mellon National Bank ...Canonsburg,Pa.Office
Account ..Mellon National Bank toe Canonsburg,Pa.Office
Total Inventory
10,058 06
4,964 45
20,022 51
;3'17
63-68-259
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IN THE ESTATE OF.....",J t··":.
.......•~"".*..-..-t "'"":(1'1·········~·t·'"...,J.13''.)\0.'"....-,.'Carmelo Lombardo.......................................................................................................
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Greenlee,Richman,Derrico,&Posa
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