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HomeMy WebLinkAboutOC1968-0308 - ESTATE OF POMPILIRCC-BI (2-64) .cOMMONWEALTH OF PENNSYLVANIA .DEPARTMENT OF REVENUE .. BUREAU OF COUNTY COLLECTIONS INHERITANCE TAX DIVISION NOTICE OF FILING OF APPRAISEMENT MARY POMPILI BOSS (Executor~~) IN YOUR REPLY PLEADE REFER TO 37-95-& In Re:Estate of ----:J::...O::..:f=IN~P:_:O~MP=_=IL=I:....._~ _........W_A_S_H_I_I'l7_T_O_N County _ FHe No.63~68-308 Dear Mrs.Boss: You are hereby notified that the original appraisement in the estate of John Pompili has been filed in the office of the Register of Wills qf Washington· County on Jan~ry 30 ,19-22.Said appraisement reflects the following valuations: Re al Es t ate _--'-__--::::--::::-=~~---- Personal Property_~2~,~9~5=2~.~00~__ Transfers ,...-_-----------_ Total _---__-~2"'-11_9:z.;5;u2~•...l.Ol.l.OI.-..----- 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 a~the rate of six (6%)percent per annum is charged. Any party in interest who is aggrieved by an appraisement may appeal therefrom as proviqed by law. Date ...:J~a~n~u~a~r.J,Y.-t!.3.:::;:0+~-'1=:.9.<.;6:::,.9.:.-__--Si.ne~£~e~ Title W.Re CHANEY,CH -,APPliAISER DATE OF DEATH:February 5,1968 Note:This is not a bill. RC C-39 (6-67) ':OMMONWEAL.TH OF PENNSYL.VANIA' TRANSFER INHERITANCE TAX RESIDENT DECEDENT POEPILI,JOHN FILE #63-68-308 February 5,1968 SUMMARY '- FILE #63-68-308 PcEPOHT OF INHERITANCE TAX ,L\.PPRAISER I.the unrlersigned duly appointed Inheritance Tax Appraiser in and for the County of #63 Washington ,Pennsylvania,do respec tfully 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". Dated:01-30-69 02-05-68 REPORT OF THE REGISTER OF WILLS I,tl1e undersigned duly elected Register of Wills in and for Washington Coun ty,Pennsylvania,do ('l,spectfully report that I have allowed deductions in the amounts claimed b;y deponent,except as to those items where a greater OT lesser amount is set forth in the last column to the right in Schedule "F",which greater or lesser amount represents :::e:~m all::~:::9a deduction.~'7:?~ REGISTtR OF WILLS VALUE AS REPORTED VALUE AS APPRAISED VALUE AS REAPPRAISED $$$------2,952.00 2,952.00 INVENTORY Real Property (Schedule A) Personal Property (Schedule n) Transfers (Schedule C) ,J oint-Held Property (Schedule E) TOTAL GROSS ASSETS LESS Debts and Deductions (SCHEDULE F) CLEAR VALUE OF ESTATE Valuation of life estates or annuities . . . . . • . . ESTATE TAX ASSESSMENTS _2,952•00 2,474.25=~~~=:-- $--- 2,952.00 2,474.25========.- 477.75 =======:= Cb~WUTATION OF TAXi<OR USE OF REGISTER ONLY Tax on *.__f)%*_ Tax on $..~O~,o ~Tax on ~477.75 ~$2_$_._6_6___ Tax on $.1~%$ Exemptions :=(::,) Total Estate __ TOTAL TAX $___ Less tax previously paid $====~======\=== BALANCE $_ Less 5%of tax if paid within 3 months after death $=============:=== (*)As evidenced by Charitable Exemption Certificates issued by the Secretary of Revenue. BALANCE OF INHERITANCE TAX DUE ~-'--------- Add interest at rate of 6%from to $_ AMOUNT OF ESTATE TAX ASSESSED *_ Estate tax paid $_ BALANCE DUE $_ Add interest at rate of 6%fromto ~_ TOTAL TAX BALANCE $_ PAID $ FOR USE OF REGISTER ONLY ADJUSTMENTS NOTE:Where subsel1uent 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 lAdministration~No.Year . IN THE MATTER OF THE APPRAISEMENT OF THE ESTATE OF .......4.0lIlJ.POMPILl Deceased Late of ........DONORA County of ......)If.\.$IiJ:N.QTqN Commonwealth of Pennsylvania REPORT AND APPRAISAL / FO'i'IlJ'RGC-.2 DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS HARRISBURG.PENNA.17 127 COMMONWEALTH OF PENNSYLVANIA RESIDENT INHERITANCE·TA:Ko,. APPRAISEMENT DATE t!.'3.:l:}~~.y ?.9..?.J.::.~§.~. COUNTY Y!~~.~.!.y~~.?.~. FILE NO..??:.??:??.?.. Whereas,!!..QOO .P..9.I11Pt.J,.~late of P?~.?:r:.~. in the County of w.9.-.l?p.J.n~.9.tL Commonwealth of Pennsylvania,having died on the 5.~h day of F.::.~~?'l:~.7............................19 §.~..,seized and possessed of an estate subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania; Therefore,I,W..!.R.!G.b.;;.n.~.y.,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. Unit Appral.ement De.crlptlon of A••et Value.Made for Inheritance Tax Purpo.e. $ PERSONALTY: 20 shares of U.S.Steel Common btock 820.00 6 Shares of U.S.Steel Common stock 246.00 10 shares of U.S.Steel Common stock 410.00 ':\6 shares of iJ.S.Steel Common stock 1.476.00 2,1}52.00 2,952 00 , Total 2,952 00 I I form:v~fhb~~::I:h~W<>l"ll~~~~3!L'~:;o~e~~~~~;~thea~ve~~~rai~":=~7;:1~;?: pratHer ...............................,Penna. WASHINGT0N.County.............. RESIDENT INHERITANCE TAX APPRAISEMENT Estate of JOHN POMPILI Deceased. Late of DONORA Date of Death,..f..t?"!?!:u.a.:.:ry:?J ~.9.9.~. Appraisemel!t Docket Vol.,37.. Page,95.~9.No ~?:'.~?-:?.9..?.. Filed in Register's Office,~.ClJ.:l:':l~y.}9.U9..~9.. Amount of tax due,$. DEPARIMENT OF REVENUE Received, Examined and Approved,. Wrote abo.llt Appra-isement,.. Appeal f,.om Appraisement,.. Entered and charged,. ., } • i i\ffi~auit OOf iExrrutnr (@r i\~mini!ltratnr ~tatr of 'ruusylnauia.l Sll: C!Louuty of DIIasQiugtnu \ Personally before me,the undersigned authority,a NQ.tax.¥...E.ubli~.in and for said County and State,appeared M.~.r.y.EQ.mp.J.U..J?.Q.§.§who,being duly sworn according to law,deposes and says that she is the executor 0l{~of the estate of ..................J..Qb.P.:..P.Qmp.~.U deceased,that the foregoing schedules constitute a complete inventory and appraisement of the real and personal estate of J..Qh.n..P.Qill.l?H.L , 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 fail'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 Admi~tor. Sw~rll and subscribed before me this.;A.9.............l ~"j)"~)daf'0f.ljr94·i~~,~~'l9 6.8.....~~ •_,~~~'1fY'NSTRUCTIONS ?An inventor~st 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. 3.1 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 Estate Tax Return.. REFERENCE FOR ADDITIONAL COPY Act of 1947 P.L.513 Sec.5.2,72 P.S.4844.2 , 3Juu.rutnry aUIl !\pprais.rm.rut of the goods and chattels,rights and credits whic'" were of .J.9..hg P9.mp.g~:Jate of .Jh~~2E2:'±gh 2.LRg.~2.!..9:,. Washington County,Pa.,taken and made in conformity with the above affidavit. DOLLARS REALTY: None. PERSONALTY: 20 shares of U.S.Steel Common Stock #X68873 @ $41.00 per share $820.00 6 shares of U.S.Steel Common Stock #P586865 @ $41.00 per share 246.00 10 shares of U.S.Steel Common Stock #M66999 @ $41.00 per share 410.00 36 shares of U.S.Steel Common Stock #X2696'l8 @ $41.00 per sharl 1476.00 I CENTS TOTAL PERSONALTY.....$2952.00 ". -'> ,'.......,"'.1 '.:-:,'....J:..:'~~'....:.~.":',.:'."..'..': ~.......~' ':.';.'t''.:".," 1I I ~IT REMErIIBERE12 that I,JOHN'Por~IPILI,of Donora, Washington County,Pennsylvania',being of sound mind,memory and, understanding,do hereby make,publish and declare this as and for my last will and testament,hereby revoking and making null and void any and all wills and testaments,or writings in the nature thereof,by me at any time heretofore made. FI;RST:I direct that all my just debts and funeral expenses be paid as soon as conveniently may be after my decease. SECOND:All the rest,residue and remainder of my estate, ,whether real,personal or mixed and wheresoever the same may be situated at the time of my death,I give,devise and bequeath to my beloved wife,Angela Pompili,her heirs and assigns forever. However in the event that my beloved \1ife,Angela Pompili,should predecease me,then I give,devise and bequeath the remainder of my estate unto my beloved daughter,Mary Pompili Boss,her heirs and assigns forever. THIRD:I hereby nominate and appoint my beloved daughter Mary Pompili Boss as the executrix of this my last "vJill and testa- mente IN vJITNESS WHEREOF,I have hereun to set my hand and seal this 9th 'day of April,A.D.1957. /1 r"D '."I~(j~--f:6<~.;....v_/'.-;:_~/~_',,{~~;,_,v'-...'..,-..t...._'._::t_,.(SEAL) /_/ Signed,sealed,published and declared by the above named tes~ tator as and for his last will and testament,in the presence of us,who,in his presence,at ~is request,and in the presence of each other,have hereunto subscribed our names as witnesses. /t"-,.. ;/f,'__ I ..r:.:/;:':,,/,=',...", ,'- "",/I __.;~_...,;' .:/ ..~--,,...,,' .~~'''''l'''!'''''''l''":t"''~_'~.•_'~-:-r-'--'".-'":,'-'..-.-;"'-':-:":,--r'".....-....~:-.....~..--:"'..."':::-.!"....--.-.,..."".,-~.-.rr:~..~_.-::.,:-,,~,-.-......'-:--'-.--;...,":'!"~.~-~~'~'~.-'or:-"~--":""""-~,"...................10-':'.,..............-....... ..-~,.""",.." Form No.RCC·62 (2·64)THIS FORM REQUIRED IN ALL ESTATES WITH GROSS ASSETS UNDER $10,000,UNDER SECTION 701 OF ACT OF JUNE 18,1981, EFFECTIVE JANUARY 1,1982.(FILE IN DUPUCATE WITH COpy OF WILL ATTACHED)c.--- OFFiCE:OF THE REGISTER 01='Wll:.LS County of .WASffiNGT.ON . ........Mq.ry.R9ro.P.i~i.:t3.q l?~.".•..•..••.•..•.•"of ::l.4;~7.Rip'g~y~~WI •C:i.rldr;t:t1.a.t~,.Qbio.15.2.38... (Name)(Address) being duly ~~9_~_~.according to law,deposes and says that he is the E?_~~s.:t:"':t!'A~:_ .(Exec.,Adm.,Legatee,Etc.) of the estate of J..QbIl:.J?-m:.TIp_iJ_:L whose last residence was l.5__Watkins._Av.enue._ .(No.)(Stteet) ___________:Q.Qn.QX_~J E~U deceased,and that the whole of the estate of said decedent,who died _E~.Q.5_,---l96.8---- (City,Borough or Township).(Date) consisted of: REAL PROPERTY REAL PROPERTY IN PENNSYLVANIA,WITH STATEMENT OF MORTGAGE ENCUMBRANGES 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 NONE " i Estimated Value 1476 00 V P~rsonal Property . . 20 shares of U.S.Steel Common Stock #X68873 @ $41.00 per share ~V $......820.00 6 shares of U.S.Steel Common Stock #P586865 @ $41.00 per shareU Iv"246 00.'/'r 10 shares of U S Steel Common Stock #M66999 @ $41.00 ner share /4,..,I 410.00 /,~ 36 shares of U.S.Steel Common Stock #X?,6961R {@ ~41 00 np.,.",'h".,.P TOTAL PERSONALTY 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. Jointly Held Property Estimated Value..-- NONE ......- -, . ,. , < - Transfers within TWO YEARS Prior to Death NONE 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 - BENEFICIARIES BENEFICIARIES AND ADDRESSES RELATIONSHIP SURVIVED AGE OF LIFE (If step-children or TENANTS OR INTEREST OF , DECEDENT(State full names of all and their addresses who have illegitimate children STATE YES ANNUITANTS BENEFICIARY a*flahVp~ri!6If}~nA\}~:')are involved,set OR NO AT DEATH OF IN ESTATE forth this fact.)DECEDENT Donora.PC.15031 Wifo yes otd-jurio oDiUe roolduo,- - RESIDENT DECEDENT DEBTS AND DEDUCTIONS CLAIMED NOTE'List first five items in the spaces so pro~ided observe notations thereon and i~structiOns,, DEBT OR CLAIM NATURE OF SAME AMOUNT THIS COLUMN iKEGISTER ONLY DolUODSO Fw1or.ol JfomQ Fun1!ral eXllenses paid ~OD',.Ploto ftuaor.o1,$21$0.00 $.......-..~';/-,, Family exemption (will not be allowed unless decedent died residing with a spouse or children.) Ruoaoll Marmo 20.00AdministrationExpenses* A •.l.o.Eioq.IG7.00Counselfees* Mary PompUi Booo Fiduciary commission *1<'t'1.00 ' .. OTHER DEBTS AND CLAIMS (*)See Note below £Yolyr.a P.Dobmch Notnl'V Fooo Z.25 I !! , . .()y. Total ~t/l~.?S', In the event that any future interest in this estate is transferred in possession 01'enjoyment expiration of any estate for life 01'for years,the Commonwealth hereby expressly reserves the tance taxes at the lawful collateral rate on any such future interest. Note:The estate agrees to advise the Register of Wills if the amount actually paid in settlement of any fee,commission or debt is greater ",,,s th<o tho ..t;.=~d amountda;~4·d.rV~t Subscnbed and swom to before me thIs.. . . . . . . . . . . . . . . . . . . . ....~.....•....i~i~*~~::§i~f")H'HHH .MV Comm.E.\tp:Feb.10.1969 (city 'o~'To'.,;;~'~~d 'St~t'e)'. /~~~:~g h~~.4~::'di.~gd::::~'W~~t th~~~;:p::::~nt i'mad.in "n'"mity with law on thi,/~if'~..cLAifHQ.a:~..~~:1' ateral heirs of the decedent after the t to appraise and assess transfer'inheri- E ~STER 9}'WILL I,the undersigned duly elected Register of Wills in and for..~4..."<'...p."""'--'•••County,Pennsylvania,do respectfully report that I have allo ed debts anti deductions in the amo s claimed by deponent,e,cept as to those items where a greater or lesser amount e la column to the right in said schedule above,which greater or er amo l'presents the sum allowed as a deduction. ..........~~. Form No_RCC·62 (2-641 WillAdministration INo Year . IN THE ,. (-I MATTER OF THE APPRAISEMENT ./,/','- OF THE ESTATE OF JOHN POMPILI....................................... Deceased r • ("'~.";,,,,.:.'.,.f~~ Late of Donora .: County of ...'Y"::~?.ington...................... Commonwealth of Pennsylvania REPORT AND APPRAISAL s-;.~:'I \. L......_.j ,__............j cs .......t..-,,. ). A.J.DeMedio,Esq. Cl~-