HomeMy WebLinkAboutOC1968-0642 - ESTATE OF DIVINCENZOR CC-81 (2-64)
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF COUNTY COLLECTIONS
INHERITANCE TAX DIVISION
NOTICE OF FILING OF APPRAISEMENT
JULIA Divincenzo
(Executor ~).
IN YO~R REPLY PLEA8E
REFKR TO 37-112-8
In Re:Estate of ~A~LF~O..,;.N_SO~D:;.:i=-V_I_NC_EN_Z_O _
______W_A_S_H..,;.IN_G_TO_N County -File No._6_3-_6_8-_6_42
Dear Mrs.DiVincenzo:
You are hereby notified that the original
appraisement in the estate of Alfonso DiVincenzo
has been filed in the office of the Register of Wills qf Washington
County on ,JuJy J8 ,19M.Said appraisement reflects the
following valuations:
Real Estate _--'--:-_
Personal Property ~1~.~3~6~1~.~5~2~__
Transfers _
Tota1 ..,..---'-_lel..,...3,Ll6..l.1........5u.2ir..-__
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 at the rate
of six (6%)percent per annum is charged.
Any party in interest who is aggrieved by an appraisement may
appeal therefrom as provided by law.
Date ·-l'~1J....]JL.,!¥f__IJI..I:8~,...-.IJ...;i9u..6u;;8t....-----Si"ne~L~~/<2_~
Title W.R.Cha~~ppraiser
Date of Death;February 7,1968
Note:This is not a bi",
ryce~:~(6.64)
(,OVMONWEAJ~TH OB'PFNN~YlN;\NI:\
T!UN~l1'Rn INH\~IUTANCP.TAX
Fl>i;S !DENT DECEDF.NT
DivtNCENZO,ALFONSO
FllE #63-68-642 ~,
February 7,1968
SUMMARY
I.the undersignen
#63 Washington
FILE #63-68-642
the real ann personal
opposite each item in
TtEPOHT OF INHERITArfCF.TAX APPRAISER
duly appointen Inheritance Tax lppraiser in ann for the County of
,Pennsylvania,no respectfully report that I have appraised
property as reported in the foregoing return at the values set forth
the last column to the right in Schedules "A","B","C"ann "E".
Dated:07-18-68
02-07-68
07-18-68Dated:
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,~xcept as to those i terns 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.
REGISTtR OF WILLS
VALUE AS REPORTED VALUE AS APPRAISED V~A~L~U~E~;...:A~S::...-~RE~AP~P-""RA~I,",,S~E~D
$.-$$------
1,361.52 ._1,361.52 ._
____.J.lE~SW+'A'!':ta..ln~Q!Qu..l,L;VlUeCUDJJ+....._
INVENTORY
Real Property (Schedule A)
Personal Property (Schedule B)
Transfers (Schedule C)
J oint-Heln Property (Schedule E)
TOTAL GROSS ASSETS
LESS Debts and Deductions
(SCHEDULE F)
CLEiLq VALUE OF ESTATE
1,361.52 '-
,?l+75".50";--=-;:::
1,361 .52
======:=
Valuation of life estates or
annuities . . . . . . . •*_
ESTATE TAX ASSESSMENTS $------
COMPUTATION OF TAXFORUSEOFREGISTERONLY
Tax on $;__5%$_
T ax on $10'10 !t _----.~I
T ax on $.@'#$_
Tax on $.__1(,)%*_
Exemptions=======:=(,:,)
Total Estate _
TOTAL TAX $_
Less tax previously paid $~========:===
BALANCE $_
Less 5%of tax if paid within
3 months after death $======1=
(,:,)As evidenced by Charitable Exemption
Certificates issued by the Secretary
of Revenue.
BALANCE OF INHERITANCE TAX DUE St _
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 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.
I~THE
Year .
~IATTER OF THE APPRAISEMENT
OF THE
ESTATE OF
ALfON$.O.Di.vI.NC~l\I~O .
Deceased .:.-
Late of ...WASHINGTON .l'
County of .WJ\$IfL.N.G'l'qW
Commonwealth of Pennsylvania
REPORT AND APPRAISAL
"
Fonn RCC-2
,tilt....~..-
DEPARTMENT OF REVENUE
BUREAU OF COUNTY COLLECTIONS
HARRISBURG.PENNA.17 127
.., ,r_~
COMMONWEALTH OF PENNSYLVANIA
RESIDENT INHERITANCE TAX
APPRAISEMENT
DATE ~~y.+~.t ..+9..~.~.
COUNTY w.~.~b.ing:t..Q;tl .
FILE NO•...................§?:.??:.§.~.?..
Whereas,:ltimfrI...Alf.auso.D.iV.in~.e.nzQ.late of w.~.~.J;4pg~.9.:r1:............................
in the County of w.~.~~.~~.g~.~J.l:Commonwealth of Pennsylvania,having died on
the 7 ~.h day of !..~.~~~.y.19??.,seized and possessed of an estate
subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania;
Therefore,I,J:..f...w.~.~.~Gb.!i.P:~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.===========================r:====;;r:=====.-
Description of Asset Unit
Values
Appraisement
Made for Inheritance
Tax Purpoles
-------------------------------------+-----fll------~-,.
$
REALTY:
NONE NONE
------~---------------------------t_--_tt_----t_-..PEBSONALTY:
As per appraisement filed 1,361
NONE
------..,,="'"=-:---------------:---------------------t----tt------+---,.TRANSFERS:
-----------------------------------t_--_tt_--;:-;=:::--r-...NONE
--~-------------------------------t_--__ft_----t-._..
----=----:=~---------------------------;_---it------t-.-.JT.HELD:
NONE
Estate Insolvent
'rot.al
NON~
1.361 52
WASHINGTON.............................................................................,COUtzty
...-...
RESIDENT INHERITANCE TAX APPRAISEMENT
Estate of
....A,L..f.qN$Q...P~'AN.G:&.;N.~.
Deceased.
Late of
WASHINGTON..........................................................................
Date of Death,Fe.br.uary..7.,..19.68 .
Appraisemel!t Docket Vol.,.:!.7 .
Page,112~8 No 63.~.6fb.:.642..
Filed in Register's Office,~)u.y .l.$".J9 6.e..
Amount of tax due,$.
DEPARTMENT OF REVENUE
Received,
Examined and Approved,.
Wrote abo.ut Appra.isement,
Appeal f"om Appraisement,.
Entered and charged,.
':t'
~
R C C-l 03 (2-64)
COMMONWEALTH OF PENNSYLVANIA
DEPARTME~T OF REVENUE
BUREAU OF COUNTY COLLECTIONS
TRANSFER INHERITANCE TAX DIVISION
'"~~~t r,G1~,~
INHERITANCE TAX RETURN
FOR INSOLVENT ESTATES ONLY
OF RESIDENT DECEDENTS COUNTY OF_W_A_S_H_IN_G_T_O_N _
/
This return must be completed in detail and filed in duplicate,with the Register of Wills in the County where the decedent resided within one
year after dote of death,unless an extension is granted by the Secretory of Revenue.
Will
Admn.No.19'__I,_~J~U~L~I~A,---:=:D=i2.V~I.=..:N:..=::C=E.=..:N=Z:..=::O of 47 South S treet,Wash.,Pa.
Misc.(Nome)she (Address)
being duly sworn according to law,deposes and says that '*is the H_e_i,.,-r__a_n-:d__E_x_e_c_u_t_r-,-~_·X _
(Exec.,Adm.,Legatee,etc.)
of the estate of ---'A=L=F:-O=N=S.=O-=D..;;;;:i'-'-V-=I=N'-=C=E:.::.N.;.:Z:.;:O=--__Iate of Washington
(City,Borough,or Township)
deceased,and that the whole of the estafe of sQid decedent,who died on February 7!1968
(Dote)
consisted of the assets listed below and that allowable debts and deductions exceeded the fair ma'rket value of the assets and
no Pennsylvania Transfer Inheritance Tax is due.
Sworn and subscrilred before me
Type of Asset:
Real Estate,Pers.
Property,Jointly
Held Prop.or
Transfers
WASHINGTON,WASHINGTON CO.,PA.
,oilY COMMISSION EXPIRES SEPT.29,1969 ASSETS
(Attach additional sheets if necessary)
Description of Asset
Estimated
Market
Value
Department
Valuation
CAUTION
(Do not wrHe
in this space)
Personal
Property
Checking Account in the Mellon National
Bank and Trust Company,South Main Stree
Washington,Pennsylvania,Account
Number:175-1578.$1,361.52
TOTALS $1,361.52
I \REPO~T OFI.NHERITANCE TAX APPRAISER
I,the undersigned duly appointet!Inheritance Tax Appraiser in and for the above County do respectfully report that I have
appraised the real and personal property as reported in the foregoing schedule at the values set forth opposite each item in
the last column to the right.
Dated:Inheritance Tax Appraiser
Name of Payee
William Neal Funeral
Home.
Rev.John Mueller
Julia DiVincenzo
MOSCHETTA &MOSCHETTA
DEBTS AND DEDUCTIONS
Nature of Claim
Funeral Expense
Funeral Expense
Family Exemption
Counsel Fees
Administration Expenses
TOTALS
Amount
Claimed
$1,371.50
20.00
1,000.00
75.00
9.00
$2,475.50
Amount Approved
by Register
REPORT OF THE REGISTER OF WILLS
I,the undersigned duly elected Register of Wills in and for the above County,do respectfully report that I have allowed
deductions in the amounts set forth in the above schedule as claimed,except where I have set forth a greater or lesser amount
in the last column to~.eight,.which greater or lesser amount represents th~lIowedas a ded~~
Date of Approval:V...b1'k./J://0/--11-~"':::::"":":'~"':='----::----:---"""---------c/y r',.Register of Wills
Will )
Administration N~.Year__
IN THE
MATTER OF THE APPRAISEMENT.
,
",'(;1':'L
t.OF THE
ESTATE-OF:
':
'-.
I.
,~~
'j
,....:.-
r"
ALFONSO DiVINCENZO"
Deceased
Late of Washington,'Pa.
~~~f.)
County of Washing~on
r+!;<:l ~......-1'1
C?C::-<I
U;u,_'__j(/)..'1
Commonweal:ft:i~f Pen'~ylvani;;--.-.:r-~-
~~__4 m>:..-.REPO~~AND IAPPRA~,s.A?L.0 .--'
(/)
t'-'·...
LeJ
,
~
i,b
-.........
~~
~
~
~---
i
IN THE ORPHANS'COURT OF WASHINGTON COUNTY,PENNSYLVANIA.
IN RE:ESTATE OF ;~NO.t f1J-()f /f t'L ~.
ALFONSO DiVINCENZO,.DECEASED )
PETITION FOR SETTLEMENT OF AN
ESTATE OF LESS THAN $2,500.00
MOSCHETTA
8:
MOSCHETTA
ATTORNEYS AT LAW
WASHINGTON,PA.
,
TO THE.H~NORABLE,THE JUDGE OF SA ID COURT:
The Petition of JULIA DiVINCENZO,of Washington,Washing~
ton County,Pennsylvania,respectfully represents:
1.That y?ur Petitioner,Julia DiVincenzo,is the sur-
viving spouse of Alfonso DiVincenzo,who died a resident of Washing-
ton,Washington County,Pennsylvania,testate,on February 7,1968,
leaving a will·,a copy of which is attached hereto as "Exhibit A",
wherein his wife,Julia DiVincenzo,was named as Executrix and
his will states that all the estate,real,personal and mixed is
given to his wife,Julia DiVincenzo .
.2.That the entire Estate of Alfonso DiVincenzo,consis~s
of a checking account in the Mellon National Bank and Trust Company,
South Main Street,Washington,Pennsylvania,Account No.175-1578
in the amount of $1,361.52.
3.That no application for letters of Testamentary has
been made,and therefore,no Letters of Testamentary have been
granted in the said Estate.
4.That there were no creditors of the deceased at the
time of his death.
5.That the only cr~ditors of the Estate of Alfonso
DiVincenz.o:
William Neal Funeral Home
Rev.John Mueller
Julia DiVincenzo,Family Exemption
Moschetta &Moschetta
Administrat~on'Expenses
TOTAL EXPENSES:
$1,371.50
20.00
1.000.00
75.00
9.00
$2,475.50
MOSCHETTA.
8:
MOSCHETTA
ATTORNEYS AT LAW
WASHINGTON.PA.
Said debts have been or will,be paid i~full by your Petitioner.
WHEREFORE,your Petitioner respectfully prays your
Honorable Court under the authority of Section 202 of the Fiduciar~es
Act of 1949,as amended by the Legislature of the Commonwealth of
Pennsylvania,approved Novemb~r 10,1959,under the provisions of
which said amendment the said provision.was extended to include
Estates of not over $2,500.00,in value,fur an Order and Decree
awarding the sum of $1,361.52 referred to in the within Petition
to your Petitioner,Julia DiVincenzo.
AND,SHE WILL EVER PRAY.
STATE OF PENNSYLVANIA )
)SS:
COUNTY OF WASHINGTON )
Before me,the undersigned authority in and for the sai
County and State,personally appeared JULIA DiVINCENZO,who first
having been duly sworn according to law,deposes and says that th
allegations of fact set forth in the foregoing Petition to Settle
1
a Small Estate are true·and correct to the best of her knowledge,
information,and belief.
Sworn to and subscribed
before me this ~day
of .::::;ik '1968.
~.'~~~
Notary Public
MOSCHETTA
8:
MOSCHETTA
ATTORNEYS AT LAW
WASHINGTON.PA.
;-..",~
My Commission Expires:
MRS,CECELIA MDWl.NOTM¥Ptll3L1C
WASHlNGTort.WASHlr\GION CO.,PA.
MY COMMISSION EXPIRES SEPT.29,1969
..
•
LAST WILL AND TESTAMENT.
I,A~fonso DiVincenzo,now residing at 47 South Street,in
the City of Washington,Washington County,Pennsylvania,being of sound
mind and disposing memory ,do hereby make,and pl1blish this my last Will
and Testament,revoking any Wills by me heretofore made.
1.I direct my Executor,hereinafter named,to pay all my just
debts,funeral expenses and all inheritance taxes as soon as convenient.
2.I give,devise and bequeath all my estate,real,personal and
mixed,to my wife,Julia DiVincenzo,to be hers absolutely,and appoint
my said wife,Julia DiVincenzo,to be the Executrix of this my last Will
and !e stament.
3.PrOVided,however,that should I113'Wife,Julia DiVincenzo pre-
decease me,or die within thirty days after rrr:t death,then I give,devise
and bequeath all my estate,real,personal and mixed,to rrry son,Leo A.
DiVincenzo,to be his absolutely,a.nd appoint him Executor of this my
last Will and Tell3tament,in case·he is of full age to qualify.
4.PrOVided,however,that in case my son,Leo A.DiVincenzo,
should inheritunder above paragraph number three of this Will,and not
be of full age,then I he rel>y appoint my nephem,Albert Garrone,to be
the Guardian of his estate,during the minority of the said Leo A.
DiVincenzo,with full power to manage and control said estate ..ADd to
pay out to the said minor or for his bene.fit,any part or all of the
income of said estate,or any part of the principal thereof,a.s he shall
deem to be for the best interest of said Leo A.DiVincenzo,.without
be ing re qUired to apply for and obtain any authority from the Orphans
Court.
5'.I hereby authorize and empower my Executor to sell any or all
of my real estate,a.t any time,if and when he shall deem it to be for
the best interest of my estate,at either public or private sale,and at
what pri.e and on what terms he shall deem SUfficient,giving my Execu-
tor full power and authority to execute and deliver a good and suffic48nt
deed or deede faz 89J1Jll.~V'yVcJS,,''2/JkvnYVl ,)
EXHIBIT "A"Y
•...
•
6.In the event of the decease of my wife,Julia DiVincenzo,as
hereinabove eet forth,and that my son,Leo A.Divincenzo,can not
qua.lify a.s E't~cutor,then I hereby nominate and appoint my nephew,
Albert Garrone,to be the E'tecutor of this my last Will and Testament.
In witne~s eneof,I have hereunto ee11,my hand and affixed
my seal this /J;tJ,,1 day of October,1947.
Signed.sealed.pUblished and declared by the above named
te stator as and for ,his last Will and Testament in the pre sence of us.
who at his request and in his presence and in the presence of each
other have hereunt 0 set our name IS <as subscribing wi tne Slie e.
IN THE ORPHANS'COURT OF WASHINGTON COUNTY,PENNSYLVANIA
IN RE:ESTATE OF )
)No.t//ft-·of I~~p-
ALFONSO DiVINCENZO,DECEASED )
o R D
~
AND NOW,this.:3 O-d.ay o~~~ol:3'I~,1968,it appearing
MOSCHETTA
8:
MOSCHETTA
ATTORNEYS AT l.AW
WASHINGTON,PA.
to the Court that the entire Estate of the·above named decedent
consists of $1,361.52 representing the proceeds of the checking
account with the Mellon National Bank and Trust Company,the
Prayer thereof is hereby granted and the Mellon National Bank
and Trust Company is hereby authorized and directed to pay the
sum of $1,361.52 to Julia DiVincenzo.
IN THE ORPHANS'COURT OF
WASHINGTON COUNTY,PENNA.
No L'1").-of /9 t Y .~.
IN RE:ESTATE OF ALFONSO
DiVINCENZO,DECEASE
PETITION FOR SETTLEMENT OF AN
EB':FA!FE OF LESS THAN $2,500.00
MOSCHETTA &MOSCHETTA
ATTORNEYS AT LAW
78 EAST BEAU STREET
WASHINGTON.PA.IS301
3:~o>J:~~·z ,..fJll~R'',>3:"'f 0.r'Ul>0~J:
/11~
J
~~,
f'
,,
"~i:'~;:~,!.....~~
··"l.'i ;"
'''>;~t
;t~.·!,..•\::y
\~
",t
t"i.......~
-;I~;{~~'I ~.
;;:--,
~~J ~~';'?~;~.~.~.:-,3)~-,-~~l.~ij
~~
.II..~1\r,
(.)..."J::'J
,·1
W
::--
w..
W
VI
-,-....---1
...;a
I
I
~\.
fA J-~/7
~___._"",--;We 1.rt·...