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Home My WebLink AboutOC1968-0477 - ESTATE OF LOLLIFonn RCC-2'· ~ DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS HARRISBURG.PENNA.17 127 COMMONWEALTH OF PENNSYLVAN11\' RESIDENT INHERITANCE TAX APPRAISEMENT .D'ATE Mg,r.C.h Z..6..,1.96.8..~ COUNTY W.~.~.h.?::1.}.g~.QP.:. FILE NO §?:::..9..?-:4.7.7 . Whereas,Q~.~~.rt.9.~.9.+..+.t ~:.-late of ::..~:.~i~~.l;a~::~~".,. in the County of W.~.~.h.~!l,g:~.9..~Commonwealth of Pennsylvania,having died on (the ...............................::J2.....th...........................................day of ...................January...................................1967......,seized and possessed of an estate ,subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania;, Therefore,I,............................................w..~.R.~.....Cha..ney..................................................,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 AppraisementDescrlpllonofAssetValuesMadeforInheritance Tax Purposes $ H.EALTY: NONE NONE PERSONALTY: As per appraisemetn filed 4.057 73 I !,TRANSFEHS: NO!'.l"E NONh ,JT.H!:!.J..D:I j As apprisement filed 1,29i •49,per j i j i I I I Total 5.349 22 ! '" ,, I Having been duly sworn according to law,I do hereby certify that the above appraisement is made in con- .formity with law on this day of 19 . Appraiser ........,,,. (N\lmbCt'and Street) .........................................................................................................................................., (POit OftIce)Penna. ,,1 .........................~~A?.rp;~9.:!ON ;:............·cOUllty RESIDENT'INHERITANCE TAX APPRAISEMENT Estafe of OTTAVIO LOLLI................... Deceased. Late of AV&.LA . Datc of Death,J.anuary.12,.l96.7.. Appraisemcl!t Docket Vol.,)7 . Page,84.Q8.No 63.~68~.47.7 . Filed in Register's OfJice,Mar.ch...26.,..J9..68.. Amount of tax due,$. DEPARTMENT OF REVENUE Received, Examined and Approved,. Wrote abo,l/t A ppra.isement, Appeal f,.om Appraisement,. Entered and charged, IT> , Fonn Xo.nCC-62 (12-66)THIS FORM REQUIRED IN ALL ESTATES WITH GROSS ASSETS UNDER S10,OOO,UNDER SECTION 701 OF ACT OF JUNE 18,1981.) EFFECTIVE JANUARY 1.1982.(FILE IN bUPLICATE WITH COPY OF WILL ATTACHED) OFFICE OF THE REGISTER OF W'ILLS REAL PROPERTY .,County of W:ashinl{t.o~' ....."".""".® ...........<?1~.~~r:~~~~.~.1~.8;;:?~~~,'of ..~~'.~..1!.Ay.ep~l.~~PA~YfY!3-ni.q . (Name)(AddreBB)¥ .sworn'.d"I d'd'h 'Q 'h 'Informant ':berng duly .accor rng to aw,eposes an says t at'fJe IS t e +________________________, (Exec..~dm.,Legat •Etc.) of the estate of g_~~_~~~~_!:'~?.!~~--------:whose last residence was .~--~-~--..Q-::-#-}---------:--------"'.~~tr- (No.)($eet) ______~:::_<:_!~_~~!:'_~::.deceased,and that the whole of'the estate of said decedent,wh (CitY,Borough or Township) consisted of: ..•~...=::-a REAL PROPERTY IN PENNSYLVANIA.WITH STATEMENT OF MORTGAGE ENCUM~RANGES UPON EACJ:J PARCEL AT DEATH 0 ECEDE~T. WHERE PROPERTY HELD AS JOINT TENANT OR'TENANCY BY ENTIRETIES.GIVE NAMES,ADDRESSES AND RELATIONSHIP OF OTHER OWNERS, Real Estate Estimated ItValue None ., , .. t Personal Property Mellon National Bank and Trust Comnanv.Burp'e Off;rp Savings Account No.2229 in the names of Ottavio Lolli in trust for David $I,986.41-:fJ!f;;. Peter Cimarolli.opened June'5.1956. Mellon National Bank and Trust Company.Burgettstown Office.... Savings Account No.14668 in the names of Mr.Ottavio Lolli in trust for t ~John Ottavio Cimarolli.opened August 8.1950.$2.p67 .97 3-",0', Miscellaneous Coins 'l.35 ~,t -- p ~... <:r;;/.)/6.JSl3 .. /' OTE:You may expedite the processing of this return by filing With it,and as a part of the return, etters from financial institutions or mortgage holders,certifying to amounts on deposit or owed by the ecedent as of the date of death.Such letters must be signed by a responsible officer of the financial stitution or mortgage holder and indicate clearly amounts of principal and interest in the decedent's ccount at the'date of death and the type of account,account number and the exact name or names in hich the account is registered. , ..- N 1 d in a w ... Jointly Held Property .,.Estimated.Value. 1-U.S.Savings Bond,Series E,in the names of Ottavio Lolli or Madeline r::::...., - Ida Cimarolli in the amount of $50.00 dated 7-44.$75.78 U.S.Savings Bonds,Series E,in the names of Ottavio Lolli or David <<' Peter Cimarolli -2 $25 .00 dated 5~'57,1 $50.00 dated 5-57,1 $100.00 dated 4-57,1 $50.00 dated 11-52,1 $50.00 dated 9-53,1 $100.00 dated 10:..53,1 ,. $50.OQ dated 12-52 and 1 $50.00 dated 10-521 1 $100.00 dated 7-531 $100.00 ,$, dated 3-52.$796.16- U.S.Savings Bonds,Series E,in the names of Ottavio Lolli or John Ottavio Cimarolli -1 $100.00 dated 8-63,1 $100.00 dated 11-60,1 $100.00 dated 8-57,1 $200.00 dated I-55,1 $100.00 dated 3-53,1 $50.00 dated 4-53, ~~'K::lir.llKi¥iXVWQJ:~K¥~ 1 $100.00 dated 9-57,1 $50.00 dated 7-53 Total $839.10 One-half Taxable $419.55 ;0/AL !I,~f)If './ 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 Mellon National Bank and Trust Comnany Ottavio Lolli and Grandson "Rll r p-etb::t.own Pennsvlvania John Ottavio Cimarolli , BENEFICIARIES y , 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 BENEFICIARYaninterest,vested,contingentor otherwise,in estate.)are involved,set OR NO ,AT DEATH OF IN ESTATE,forth this fact.)DECEDENT , David Peter Cimarolli ',,Everything held in R D.#l,Avella,Pa.Grandson Yes joint :flames as set ••..l :...,John Ottavio Cimarolli forth in Personal R.D .#1"Avella,Pa.Grandson ,Yes ,Property and Jointl - Madeline Ida Cimarolli Held Property. R.D.#l,Avella,Pa. 1 NOTE:List first five items in the spaces so provided,observe notations thereon,and instructions. RESIDENT DECEDENT DEBTS AND DEDUCTIONS CLAIMED ,. ( DEBT OR CLAIM NATURE OF SAME AMOUNT THIS COLUMN,i-KEGISTER ONLY Thompson Funeral Home Funeral expenses paid $1,190 00 $ Familyexemption (will not be allowed unless decedent died residing with a spouse or children.) Russell Marino,Reg.4 00AdministrationExpenses• Edward V.Sciamanna,Esq.150.00Counselfees• ": Fiduciary commission • I OTHER DEBTS AND CLAIMS ) (.)See Note below Notary fees"Ann Pascoe/Notary fees:1 50 .. Total I,345 50 (Street Number) Avella,Pennsylvania.................................................. (City or Town and State) R.D.#1 ••••••••••••••••••••••••••••••••••••••••••••0 ••••• ,/~~. .~KiiiOOii~*'xti~·infer'maniSubscribedandsworntobeforemethis~~~.~. , ....................;...day of ..., .f~.1?r1f~.J;'Y .....,19.?~ ......~fJ4~.L ~~.k!zca).~. MY C'..'""':-~~..C..··~-~:"~f':l 24,Z()58 ~ITY Of \';'-~:;,;,,,,,,,:,i'..:~,..l;;;;~.;GC:;::rr.mmA. Note:The estate agrees to advise the Register of Wills if the amount actually paid in settlement of any fee,commission oi'debt is greater 01'less than the estimated amount claimed and allowed. Having ~dUlY swom according to law,,r ~_h,ereby certify that the above appraisement is made in conformity with law on this ..............~~dayOf 7~~-:<~···/f·7·A./~..,19.~£a.--,,.-i'./~<.,.~~~..e.P••~•••-4::t2-._.~~Appraiser In the event that any future interest in this estate is transfel'l'ed in possession 01'enjoymen collateral heirs of the decedent after the expiration of any estate for life 01'for years,the Commonwealth hereby expressly reserves the right to appraise and assess transfer'inheri- tance taxes at the lawful collateral rate on any such future interest. REPORT O~THEEGISTER OF.WILLS I,the undersigned duly elected Register of Wills in'and for..~4.~~.~County,Pennsylvania,do respectfully report that I have allowed debts and deductions in the amou s claimed by dep~~xcePtas to those items where a greater or lesser amount is set fO~last column to the right in said schedule above,which greater~:~se~untrepresentsthe~lIowedas a deduction. Dated:..~~~/.~?..d:~.k...../~~~~~. ---Register of Wills 1Itt-....--'._ .-t"""......~-"..•~.,}''.r.".-,1'.=",•.•••••• ...-_-r '.'fj"J _.,.~......-.",«:r :.'\. •-~f I; .' 1'01111 Xo_RCC-62 (12-66) WillAdministration lNo Year ..- . IN THE MATTER OF THE APPRAISEMENT OF THE ESTATE OF OTTAVIO LOLLI. Deceased t:' ,\.,.... ''l" .k.-1 :'..1"1"f.'\-. Late of Avella County of Washington.............................. ~('")Commonwealth of Pennsylyania..., =";0 r-l -8c.;:...o I I-v'l REPORT=kND APPRAfsALrrt-=~'f , ::u,-'"I ~ n<,:-nJ> ~';..Jrz,0 {Jl -0::,.; UJ ro {.P mo EDWARD V.SCIAlVlANNA.ESQ. 222 Washington Trust Building Washington.Pennsylvania RCC-39 (6-67) COMMONWEALTH OF PENNSYLVANIA TRANSFER INHERITANCE TAX RESIDENT DECEDENT LOLLI,OTTAVIO FILl:;#63-68-477 January 12,1967 SUMMARY r/ 03-26-68 01-12-67 FILE;#63-68-477 rmrOH'l'OF INHERITANCE TAX APPRAISER I,the un~ersigned duly appointed Inheritance Tax ~ppraiser 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 I~~~',"_liB","C"and "E".:Ifd~:~--~~ INHERITANCE AX APPRAI;r;: Dated: REPORT OF THE REGISTER OF WILLS I,the undersigned duly elected Register of Wills in and for Washington County,Pennsylvania,do respectfully report that I have allowed deductions in the amounts claimed by deponent,except as to those items where a greater or lesser amount is set forth in the last column to the right in Schedule "F",which greater or lesser amount represents the sum allowed as a deduction.,/J"',''''-'7,'C Dated:03-26-68 ~~4~e---(~ REGISTFR OF WILLS ======:= INVENTORY Real Property (Schedule A) Personal Property (Schedule B) Transfers (Schedule C) J oint-Held Property (Schedule E) TOTAL GROSS ASSETS LESS Debts and Deductions (SCHEDULE F) CLEAR VALUE OF ESTATE VALUE AS REPORTED VALUE AS APPRAISED VALUE AS REAPPRAISED $$$------4.057.73.___4.057.73 1,219.49._1J 291.49 5J349.22.___5.349.22 1,3A.2.50 :=1.345.50 ._ 4,003.7~.__4 J003.73 Valuation of life estates or annuities ...•...•$----- ESTATE TAX ASSESSMENTS COMPUTATION OF TAXFORUSEOFREGISTERONLY Tax on ~f)~rr,,_,--------_.--, Tax on $~~~ Tax on t 4~Q03.72 :=~$--8-0-,.-07.--- T ax on $.__lFi%~_ 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 QNLY ~DJUSTMENTS 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 ----_.. t No. I~THE ,--;;..'--,.'".-......'---:::;-..;.'·~""i.;:::""_~_·..,.('",!::~'"""""""",,,,,",,~.....-.~~~.........,.~- Year . ~IATTER OF THE APPRAISEMENT OF THE EST.\TE OF OTTAVIO LOLLI Deceased Late of . County of AVl!ll..A WASHINGTON. Commonwealth of Pennsylvania REPORT AND APPRAISAL ._--..._~- '-"""'!'...-.r<"l I~.~........i~~-"!~·.._-~;---~---..,..-":'!:".J"....'_~-..'1;.._.......-....::--.....,.....__A·.....'~~~:..-:-:::~~.. -_...........-=-:---.:z.;_.--- --------------------------..,../-.nr===~====================~=====~=====~~====~~~~~~~~ Dollars,-- IlESIDENT DECEDENTS ~File • Cimnrolli COMMONWEALTH OF PENNSYLVANIA OFFICIAL RECEIPT Transfer Inheritance and Estate Tax 1~ Form RCC-4-RI-3-66 No.948697 Date April 17, Office REGISTER OF WIllS,~_u_n;.,.,;S=F=II=NG=I.i..::.T=O~::.:..i.a_,---r:Pa. Inf'O~n\!ASHIrmT.ON County,ss:Received from Clementina ~ ~ntini~)of the estate ol.-f-------'JO*T...TAUrl¥-,7I~C.:F__;!t~g~L;!;Lr.I;I--------------- who died January 12 1~~,the sum of EIGHi'Y and 07/100-_ being TRANSFER INHERITANCE TAX and/or ESTATE TAX due the Commonwealth as follows:• Appraisements Made and Filed Computation of Tax NOTE:This Triplicate Receipt to be retained by the Register of Wills and filed in numericalsequenceforauditpurposes. NOTE:In accepting the transfer inherltance tax on future estates prior to the death ofthelifetenantortenantforyears,as evidenced by this receipt,it is understood that the Com- monwealth shall not be precluded or prevented from hereafter assessing additional inheritancetaxatthedeathofthelifetenantortenantforyearswheneveritappearsthatsuchadditionaltaxmaybelegallydueandcollectibleforanyreasonwhatsoever. SO.07 $=::;::====== Balance $_ Tax on $5%$ Tax on $10%$ Tax on $4.003..72 2%$ Tax on $15%$ Exemptions ..$ Total Estate $ Total Tax $_ Less Tax Previously Paid (if any)$=========== MOORE BUSINESS FORMS,INC.,ELMIRA,N.Y. 80.01 Less five per centum of taxif paid within 3 months after date of death $=========== Register of Wills Amount of Estate Tax Assessed under the Act of May 7,1927.$_ Total $80.07 ..As evidenced by Charitable Exemption Certificates issued by the Secretary of Revenue under Act of May 28,1956,P.L.1757,effective June I,1957,as amended by Act No.381,approved July 11,1957,and Act No.207,1961,Section 302. ...---{i E A LIJ..~'b/~I,/'_·i';~~-'-'<~.. Add interest at the rate o....f %' from _ to _ 37-~-8 $,------- $__5,,-)3_4_9,_2;.,;,;.2_ $5,349..22 $_.....1+,~34-.5_.-"5.y.O_ $4,003.12 Valuation Valuation $,------ $,------ Total Date $_4..;;..l!t~O.;:;,.S7~.:....:.1.=3_ $1,291.~9'_---:..._--- Total Total Gross Assets Less Debts and Expenses of Administration Real Estate Personal Property Clear Value of Estate Valuation of Life Estates or Annuities Date,19__$------_ ----19__~$====== Estate Tax Assessments Date,19__$,_ ________19__~$====== Date 3-26-68 Jt.field FORM RCC-4-RI TRANSFER INHERITANCE and/or ESTATE TAX. RESIDENT DECEDENTS. RECEIPT Docket 3'1 Page 84 I jnet;;.__8__ Estateof OTTAVIO LOLLI omCE OF REGISTER OF WILLS UASI1n~G'i'ON ,Pa. Date April 11,19~ 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 mm,zrnr nusSlnst l~O neglster of Wills 1201 (g).Act of April 9.1929.P.L.343.as amended.viz:-"To receive from Registers of Wills all duplicate ,re-ceipts for taxes paid to them by executors or adminis-trators and to charge the Registers receiving the moneywiththeamountreceiptedfor.The original of each suchreceiptshallbesignedandsealedbytheRegisterofWillsandtransmittedtotheexecutororadministrator.whereupon it shall be a proper voucher in the settlementoftheestate.In no event shall the executor or adminis-trator be entitled to a credit in his account by theRegisterunlessthereceiptissosignedandsealedby the Register of Wills:' Fill in below nllJl;le and address of person to whom tax receipt is delivered: I To L AT'i'Y.EmlAnD ~IDxSC1~ 222 lU,SlIINGTON 1\'1UST BUILDING tfASlITh1liOlcl,PBtlNSYLVAf1IA 15301 -.J