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HomeMy WebLinkAboutOC1968-0481 - ESTATE OF CAPANNARCC-39 (ii-57)~.• COMMONWEALTH OF PENNSYLVANIA ··TRANSF~R-INH~_~ITANCETAX RESIDENT DECEDENT CAPANNA,AMELIA FILE #63-68-481 Octob er 18,1967 SUMMARY ,... FILE #63-68-481 rmponT OF INHER.ITANCE TAX APPRAISER I.the undersigned duly appointed Inheritance Tax 4ppraiser in and for the County of #63 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". Dated'~tit~~~~[igs~ 93-26-68Dated: 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. REGISTER OF WILLS VALUE AS REPORTED VALUE $4~750.00.$ ____577.(/7-.__ AS APPRAISED VALUE AS REAPPRAISED 4,,750.00._$_ (,......r!_...~••,'~;c:...__ 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 (SCHEDUL E F) CLEA...q VALUE OF ESTATE =; 57.7..67.._ 5,327.67._ 6.t,Ug·5Q:= 3,065.17.__ 629.94._ 5,329.94._ 2,262.,SQ,:= 3,117.44._ ======:= Valuation of life estates or annuities . • . • . . • •*_ ESTATE TAX ASSESSMENTS $_ (::,)As evidenced by Chari table Exemption Certificates issued by the Secretary of Revenue. FOR USE OF REGISTER ONLY ADJUSTMENTS NOTE:Where subsequent adjustments are made to the above computation of Register of WillS,for proper reason,same should be noted below, explanation. <\;-------*-------'\$ \ tax by the with short ~----_._-- $-------- $------- COMPUTATION OF TAX TOTAL TAX BALANCE PAID FOR USE OF REGISTER ONLY Tax on $•__!'5%$_ T ax on $10'10 ~__..,.....--- Tax on $3,1l7,44.:~$_--->6:<:;,2"-"•..,e.3-""5__ T ax on $.__1Fi%$_ Exemptions :=(::,) Total Estate _ TOTAL TAX $_ Less tax previously paid *==~~=======~===BALANCE $_ Less 5%of tax if paid within 3 months after death $~======~==I=== BALANCE OF INHERITANCE TAX DUE Add interest at rate of 6%from to AMOUNT OF ESTATE TAX ASSESSED Es tate tax paid BALANCE DUE Add interest at rate of 6%from to Will t N Administration ~0, D<THE Year . ~IATTER OF THE APPRAISE~1ENT OF THE EST.\TE OF AME.LIA CAPANNA Deceased Late of ....C()lI.I.c..I!:l'J'r~ , • County of WlI.0 lf:LNO:.1'Q.N . Commonwealth of Pennsylvania REPORT AND APPRAISAL .. I, l'{ ~. COUNTY W~.l?h.~Ag:~.Qn , FILE NO...??..::::.9..?::::4.?.J.:. Fonn RCC-2'· DEjtARTMENT OF REVENUE BUREAU OF COI1N-TXc COLLECTIONS HARRISBURG.PENNA.J7 J27 •COMMONWEALTH OF PENNSYLVANIA RESIDENT INHERITANCE TAX APPRAISEMENT DATE I.Mar.c.h ,z.6.,.l9.68 . Whereas,~~l,;j,g.C.g..~.nn.g.late of C.Qg..l.C.~nt..~;r . in the County of w.~.~:!?:~~.~9..P.-Commonwealth of Pennsylvania,having died on the J.?:t:-.h day of Q9.t.9.l;>.Eil:r...............................19 9.7..,seized and possessed of an estate subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania; Therefore,I,W.~.R~Ch.9.1).~y ,an appraiser duly appointed according to law, having been designated to make a fair and conscionable appraisement of the said estate,and to assess and fix the cash value of all annuities and life estates growing out of said estate,hereby file the following appraisement: In the event that any future interest in this estate is transferred in possession or enjoyment to collateral heirs of the decedent after the expiration of any estate for Ufe or for years.the Commonwealth hereby expressly reserves the right to appraise and assess transfer inheritance taxes at the lawful collateral rate on any such future interest. i Unit .AppraisementDescriptionofAssetValuesMadeforInheritance Tax Purpoles /$ REALTY:( As per appraisement filed 4,750 00 PERSONALTY: NONE NONE --TRANSFERS: i NONE NONE JT.HELD: As per appraisement filed 629 94 I 5.379 9k.,Total '. I,. '. fonn~;V~~hbl:e:::~hi:Worn~~o~w:~~o~"i~~o=~a~r27~~;el~~ Appraiser ~~~~=ds.;;~j.•....•••••••••••••••••.....;::: .IPOIt Oftlee), ............:WASHINGTON :............................County RESIDENT INHERITANCE TAX APPRAISEMENT Estate of ,.CAPANNA ..AME1IA.....Deceased........... Late of ......C'OAL.CENTER .. Date of Death,O.c.t.ob.er.18.,19.67 ·.. Appraisemel!t Docket Vol.,3..7 . Page,83~9 No 9.3.::::6.$~.4.$l . ....................................................................................................................... Filed in Register's Office,Mar..c.h.Z.6.,19..6.8.. Amount of tax due,$:.. DEPARTMENT OF REVENUE Received, Examined and Approved,. Wrote abo,ut Appraisement, Appeal f,.om Appraisement,.. Entered and charged,. ~ 1 \, " i v Form RC C·lO DEDUCTIONS ALLOWED IN DATE APPROVED . ".~I;CE OF TME~../ REGISTER OF WILLS OF _..:..:W:..::a:..:s::..h=-=i:.:.n~goLt.::.....=.o:.:.n:....-_COUNTY STATEMENT OF DEBTS AND DEDUCTIONS THE SUM OF :...........$~£t::.;?.£.(J. ....~/=.;?c:.:k/ OF THE COMMONWIiALTH Register 01 Wills,Age.l ESTATE OF AMELIA CAPANNA LATE OF --:C~a~l.:!:.i.:!:.f~o~r..!..:n~i:s::a!:.....::!:B~o~r!:...:o~uJ:!,g~h"--_ 3~.;?C _/r:D&T~F E&TH _~Oc:::::...t::::..;:o~b~e.=...r......:I=.:::8::..J.--=.I.z:.g6=:..J7L........-_DATE OF FILING APPRAISEMENT ---.::::..-.....:.....:.=..---:(o::::.sd!--·"mOD"___ DATE NO.OF NAMIL OF PAYEE REMARKS AMOUNTVOUCHE" I()/24 1/67 Caleffie &Greenlief IRl1npT>al SPT>V;C!PR 1 101:~n 'Rpt.tv.T ~W----.-IN f"It:~l"'''iT f'P'::>!'l ll.nn AUgust L.Sismondo Attorney fees 60 00 .TORPnJr.-4 no M nf"lllD'l;:l R HpD'111';l;YlO'f'pp ~00a.Jl ~"d-lOoo O'~ J -/I -7'./",/I J?:(c 0 '1/ ~ " , - 7:hl.01:'-:t-5 ~)tf COMMONWEALTH OF PENNSYLVANIA } COUNTY OF Washington so: I.Norman Capanna,informant,son HEREBY CERTIFY.THAT.TO THE BEOT OF MY KNOWLEDGE AND BELIEF.THE FOREGOING IS A JUST AND TRU E SfATEMENT OF DEBTS,FUNERAL EXPENSES AND EXPENSES OF ADMINISTRATION SUBMITTED TO THE ESTATE OF AMELIA CAPANNA DECIi:ASED.AS DEDUCTIONlii FOR (L.S.l--2l~c';k~ -!~~~_DAYOf' BETTY J.SWEENEY,Notary Public CharleroI Borough,Washington County My CommiSSIOn Expires July 31,1971 INHERITANCE TAX PURPOSES. ·,. ,-- J..... '. i.. 63-68-481 RESIDENT DECEDENTS File No. COMMONWEALTH OF PENNSYLVANIA OFFICIAL RECEIPT Transfer Inheritance and Estate Tax Form RCC-4-RI-3-66 No 948628 .Apr11 1,68 Date'---H-'A-S-HI-NG-'-T-O-NI9--Office REGISTER OF_WILLS.,---,::t1._A_S_HI_N_G_T_O_N........<---~Pa. ==========-.---=------County,ss:Received from NOm3n Capannn f INFOm·1AIv-J.'~m~~)of the estate oLf A......:J.......:mt......:,=.;I=.;A:...:....-CA=·:::.,P.:;::1U::::.OO\==---_ October 18 67 SIXTY ~'O A 3 /10whodied19__,the sum oLf ..__•n_n_\l 5.:.......:..;;......:._O -__...._....__._...._~-"__.;;:;-'____Duollars, being TRANSFER INHERITANCE TAX and/or ESTATE TAX due the Commonwealth as follows: Date Valuation NOTE:In accepting the transfer inheritance 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 inheritance tax at the death of the life tenant or tenant for years whenever it appears that such additional tax may be legally due and collectible for any reason whatsoever. $------ $------ Total $_ MOORE BUSINESS FORMS,IHC.,ELMIRA,N.Y. Register of Wills Total $6_2_._3_5 _ *As evidenced by Charitable Exemption Certificates issued by the Secretary of Revenue under Act of May 28,1956,P.1.1757,effective June 1,1957,as amended by Act No.381,approved July ll,1957,and Act No.207,1961,Section 302. SEAL,J/,f",/.-"',//,,:,/~,/•.,".,-:=:..'~....<.-('..t:It.",.! Computation of Tax Tax on $5%$ Tax on $10%$ Tax on $On Account 2%$62.35 Tax on $15%$ Exemptions *$ Total Estate $ Total Tax $ Less Tax Previously Pqid (if any)$ Balance $ Less five per centum of tax if paid within 3 months after date of death $ Amount of Estate Tax Assessed under the Act of May 7,1927.$ Add interest at the rate of %l from to $ INCOl:Ptt?E $,------- $ $,------- $ Real Estate Appraisements Made and Filed Date Valuation $,------ $,------- Total Total Gross Assets Less Debts and Expenses of Administration Clear Value of Estate Valuation of Ufe Estates or Annuities Date 19__$,_ ---19__!:$=======- Estate Tax Assessments Date 19__$_ ________19__!:$=======- Personal Property FORM RCC-4-RI TRANSFER INHERITANCE and/or ESTATE TAX. RESIDENT DECEDENTS. RECEIPT Docket 31 Page 63 Jjne_9 _ Estate of Ar1ELIA CAPANNA omCE OF REGISTER OF WILLS tlASHIt"G'i'ON t Pa. Date April 1,19~ SIGNED AND SEALED AS PROVIDED BY SECTION 1201.ACT APRIL 9.1929.P.L.343 AS AMENDED BY ACT MAY IS.1945.P.L.528 RUSSI;LL lSAtmro Register of Wills 1201 (g).Act of April 9.1929.P.L.343.as amended. viz:-"To receive from Registers of WUls 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 theRegisterunlessthereceiptissosignedandsealedbytheRegisterofWills:' Fill in below name and address of person to whom tax receipt is delivered: I 1l'X'Y-AunUST L ..SISUONDO 337 FliLLOtWIELD AWi!Ttm I To ............-..,c __ '--'L CHanLbn(fr;-p~JNSYLVAUIA 15022 -.I ~ Form No.RCC-62 (2·64)THIS FORM REQUIRED IN ALL ESTATES WITH GROSS ASSETS UNDER $10,000,UNDER ~ECTION'701OF ACT OF JUNE 16,1961,v" EFFECTIVEJANUARY 1,;1962.~FILE IN DUPUCATE WITH COPY OF WILL ATTACHED)• OFFICE OF THE REGISTER -OF WILLS- REAL PROPERTY REAL PROPERTY IN PENNSYLVANIA,WITH STATEMENT OF MORTGAGE ENCUMBRAN<J;ES UPON EACH PARCEL AT DEATH OF DECEDENT, WHERE'PROPERTYHELD AS JOINT TENANT OR TENANCY BY ENTIRETIES,GIVE NAMES,ADDRESSES Aim RELATIONSHIP OF OTHER OWNERS. Real Estate ALL that certain tract or.arcel of land situate in Estimated Value East Pike Township,\'lashington County,Pennsylvania and bounde and described as follows: BEGINNING at a point on Malden Road 27 feet from Charles Lilley property and extending South 45°55'West 51.2 feet and continuing South 41°15'West 101 feet to a point;thence South 56°30'East,162.9 feet to a point;thence North 33°30'East, 150 feet to a point 20 feet from the said Charles Lilley propert thence North 56°30'West,138 feet,to the place of beginn1~g. EXCEPTING AND RESERVING such coal mining rights and privile~es a have heretofore been s.old and conveyed away. Upon which there is erected a one story frame buildin includin apartment and storerooms. :ee~ Ca anna and Norman mother and son With the ri ht of survivorshi and not as t ~ Ferrari unmarried and recorded in the Recorder's Office in and forWashin ton Count Ivania on Februar $4..... The aforesaid Pas uino Actual Value ••••9,500.00 A share sub 'ect to tax • • • 8FerraridiedJul NOTE:You may expedite the process'ing 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.. J'ointly Held Property Estimated •Value 486.18-1/3 subject toI;-r" First Nationa~Bank,Brownsville,Pa.Savings Account No.8824-Bal.as of Oct.18 1 6 • • •1,4 Pietro Ca anna or Amelia Ca anna or Velma N.Ga 'an __~~A~m:.:..:e::....:l::..:i=..:a~C::-a::.::..p"O-a=n:.::n===-a-=o.=.r~V-=e-=l==m=a,----=-N:.....::.'----.::G::..::a~'a=n-=----L:::':::.===-=~,____--_7_~".,.....~~-_+~;__''''----=..,.~,-­First National Bank,Brownsville,Pa. checkin account.~Bala~ce as.o~.lO -------=--~~ Transfers within TWO YEARS Prior to Death Non 'J That at the time of death there was no safe deposit box registered ih decedent's individual name,or jointly with,o~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 -- NONE -. BENEFICIARIES BENEFICIARIES AND ADDRESSES RELATIONSHIP SURVIVED AGE OF LIFE (If step-children or DECEDENT TENANTS OR INTEREST OF (State full names of all and their addresses who have illegitimate children STATE YES ANNUITANTS BENEFICIARYaninterest,vested,contingentor otherwise,in estate.)are involved,set OR NO AT DEATH OF IN ESTATE forth this fact.)DECEDENT Pietro Caoanna Husband Yes,-0- R.D.#l.Coal Center.Fa. I ,-, -Velma N.Ga.1an -! R.D .#1,Coal Center,Pa.Daughter Yes -0- Norman Capanna .- ,~683 High St.,,, ,, California,Pa.Son Yes -0- ---i 1 RESII!ENT DECEDENT DEBTS AND DEDUCTIONS CLAIMED Net.T~~L1stfirst five items in the spaces so provided,observe notations ther.eon,and instructions. commission *Fiduciary Funeral expenses paid Family exemption (will not be allowed unless decedent died residing with a spouse or children.) Administration Expenses * Counsel fees * OTHER DEBTS AND C:C IMS Caleffie &Greenlief DEBT OR CLAIM NATURE OF SAME AMOUNT THIS COLUMN..:-------===-=---=-=:.:........:===--------,---·----=.:~:....=...:=.....:::..=--:==~-------r-..==..:::.:.~--l.-.EGISTERONLY I'II Betty J.Sweeney (*)See Note below Notary fees 4 °°1IiI iI Total 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 or less than the estimated amount claimed and allowed. Subscribed and sworn to before me this ~.8.th ..*~..a~.~.(Executor-;;;;:;;;.~istrator) 683 High Street (Street Number) California,Pa.15419 (City or Town and State) Having'been duly ~ccOrding to law,I do hereby certify that the above appraisement is made in conformity with law on this .............~({;dayOf ..~v(..~L?£'-2?'?19.<;;../Q . )..~'C~~+:Z~"~i'".,.-._-,,<;•..~;("~.Appraiser In the event that any future interest in this estate is transferred in possession 01'enjoyment . .lateral 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 'inheri- tance taxes at the lawful collateral rate on any such future interest. REPORT OF THE-;REfGISTE])t OF W LLS I,the undersigned duly elected Register of Wills in and f~<b~4~~~,:",County,Pennsylvania,do respectfully report that I have allowed debts and deductions in the amoJ:mts claimed by depon ,except as to those items where a greater or lesser amount is setr~~~helast column to the right insaid schedule above,which greater I'lesser a llnt represents the sU~lowedas a deduction. Dated/~~4/~7t'/€~/:······',~~..''" .Register of Wills I", J'. \-1 \.. ---.,.--- Form No.RCC-62 (2-64) WillAdministration !No.. . . . . . . . . .Year ..... lil}J; .\'.- ! I <. IN THE MATTER OF THE APPRAISEMENT OF THE. ESTATE OF AMELIA'CAPANNA Deceased Late of California Borough................................ CountY of ...W:~HINGTON ......................... Commonwealth of Pennsylvania REPORT AND APPRAISAL AUGUST l.SISMONDO ATIORNEY AT LAW 337 FALLOWFIELD AVE. CHARLEROI,PA. ,l;,'~':'~' ..;.~., .J ~