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HomeMy WebLinkAboutOC1968-0656 - ESTATE OF CARIO-, RCC-39 (5-68);." COMMONWEALTH OF PENNSYLVANIA TRANSFER INHERITANCE TAX RESIDENT DECEDENT SUMMARY Estate of CARlO, (Last Name) VITTE1UO (First Name)(Initial) DATE OF DEATH 4-29-68 FILE NO.63-68-656 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 itern in the last column to the right in Schedules "A","B","C",and "E". Dated:..:::::0.L.5-:...::1~6-~6L9 _ 04-29-68 REPORT OF THE REGISTER OF WILLS I,the undersigned duly elected Register of Wills in and for Washington County,Pennsylvania,do respect- fully 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 lesse mount represents the sum allowed as a deduction. Dated:__~0:...::5-....:1~6-:::-.:::6:.£9 _ 12.103 33 12,103 33 2,867 96 9,235 37 $12.103 33 12.103 33 2.867 96 9,235 37 VALUE AS REPORTED VALUE AS APPRAISED VALUE AS REAPPRAISED $$-------+-- 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) CLEAR VALUE OF ESTATE Valuation of life estates or FOR USE OF REGISTER ONLYTaxon$-4-__ Tax on $--l...c::J..L-+--.u...~ Tax on $---------+---Tax on $-+-__10% TU~$1~ be~ti~s * Total Estate ~'--_ TOTAL TAX COMPUTATION OF TAX $-----=-=-+-::-:,.--$~5;L:;L.514-+=12~ $-------+-- $-------+-- $-------+--- $-------_1...-- ., (*)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 $~ Add interest a\~ate of 6%from $-....:L AMOUNT OF ESTATE TAX ASSESSED $-----1- Estate tax paid $L- BALANCE DUE $----JL- Add interest at rate of 6%from t= -----~to-----$------- TOTAL TAX BALANCE $-----PAID $_ FOR USE OF REGISTER ONLY ADJUSTMENTS NOTE:Where subsequent adjustments are made to the above computation of tax by the Register of Wills,for proper reason, same should be noted below,with short explanation. REPORT AND APPRAISAL MATTER OF THE APPRAISEMENT IN THE ," Year .. Deceased .WA$H:J:NQWO:N. ...~()N.()N.qi\~. OF THE ESTATE OF ..V:rT~:rQ ..GJlR..I.O .. Will (...No.AdminIstration Late of . County of Commonwealth of Pennsylvania j ~~ .',......'''''..-. ....;... •·~·.e ~••• LAST WILL A}ID TESTA~~[IT~-......-.-------- OF VITTERIO CARIO~' I,Vitterio Cario,of Monongahela,Washington County, Pennsylvania,being Or"sound mind and memory,do make,publish and declare this my Last Will and Testament,hereby revoking any and all wllis by m~heretofore made. FIRST:I desire that my here and after executrix expend the sum of Seven thousand c1allars($7,OOO.OO)for my funeral ex.penses and marker and .so forth. SECO~ID:All the rest;residue and remainder of my estate, real,personal or mixed,of ~hatsoever nature or wheresoever situate,I give,devise and beque~th unto my beloved daughter, Magee Elizabeth Cario. THIRD:I hereby nominate and appoint my beloved daughter, Hagee Eli~~,beth Cario,as the executrix of this my Last \Vi11 and Testam8nt .. INltlITNESS \'lHEREOF,I have hereunto set my hand and seal day of Last Will and Testament. .J.SEA )'-~-- his instrument consisting of orie typewritten page,bearing the signature of the above named Vitterio Cario,was by him on the date hereof iigned,pUblished and declared by him·to be his Last Will an- lestament J in our presence,Who,at his request,and in his prescnci~.ndin the presence or each other,we believing him to be of sound~nd dispbsing mind and memory,do hereto subscribe our names as .~itnesse3:. .'--I ---_~.:<'/(:<...:u::c.::~..··v;-'·:" It-----",---~-----. ..I':~-["-_/~. '" PErrrrION FOE LEAVE fro SELL County,Pennsylvania Pleas of Washington In the Court of Common ----------'- ( ) ( ) ( ) IT j .:1:..tD.~':::'::..l.l.:...<n---:...s.r;...:.'~.:l2.L-·luf"1+,-uO.·;.;.:l.u..w"~.J;.;:,-;:,~.:r;:......u(".:c.·ll C'P'1 1-p rl Q1tmel"- () ( ) ( ) (FREE Ai""lD CLEAR OF ALL LIENS PHOPERTY OF IN HE: .p iR A E C I P E Enter my appearance for the rro:BOB·A•FRANKS, Prothonotary. PET I T ION TO THE HONORABLE THE JUDGES OF SAID COURT: The Peti tionof the WASHINGTON COUNTY 'lIAX CLAIH BUREAU respectfully reprepents: -1 ..; That the Washington County Tax Claim Bureau was created under and by virtue of the Act of July 7,1947,P~L.1368,72 P.S.5860.201 as amended ,:..-.~.:..,." 2 - That tax claims were returned to your petitioners under and by virtue of the Act aforesaid against the following described property: ('69 Co ~0chr ol)"<'J L'_,.l:>#..,....)_.0 2 stYGF~a~e House LotDeed Book lJ,..Tt,Pa.;e 351 (Li,)-11-13 ) (t 69 C1 ty Dcsc 0 ):~2 Int.in 2~j sty.Frane HOU:3G of H.Elizabcth j\looro Lot 50 - 3 ~ That n8i ther the owner 'thereof,namely:it·j tt·o,-';o·C,:"y..oL·O",_.•_<'l_., :.;.l~l:Lzabc~h :·':oore (Heir)nor his or her heirs or legal representatives of any lien creditor, his or their heirs,assigns or legal representatives,.or other persons interested thorein,has redeemed the said property. -to. • 'l'hat thcsaicJ l)J:'OpCl'ty 'Has exposed at public sale by tb..e Bureau, after duo advGrtisement according to In.',!,on -:)... That before expos:Lng tho s'aid property to public petitioners fixodan upset price therefor as provided~foresn.id,'Hhich.upset price Has ~t~__~_hJ.2.~1:;;".5:r...'_ and was ~etermined from the following: sale your by the Act DOLLARS Commonwealth Liens other Judgments $------- 17].U::;:;:.2~__ 8l~,,23 $_~.6!r-....1?:...._ $ $------- $__9_3 ~1,8 _ d>419015"P=:::=====:::====~= I Total Municipal Claims County Taxes Costs Boro-Road-City Taxes School r:eaxes ...6 t 1-..rI That your petitioner was unable to obtain a bid sufficient to pay said upset price at said public'sale for which reason the said sale was continued. -7 ~ That attached hereto is a Title Search showing the ownership of the property and all tax and municipal claims,liens,mortgages and ground rents against the sacia. 1t.lEEREFORE,shuHing as abovo,your petitionel'respectfully prays your 'Honorable Court to brant 1:1 i Hule upon all papti es thus 8hm-m to be interested to 8.1')pea1'andshovl cause Hhy a decree sho1J.ld not be made that said property be sold,freed and cleared of their respective claims,liens,mortgages and ground rents~ AND it will ever pray,etc. ........ VJASHINGTON COJ"NTY TAX CLAIH BUREAU /j ;t,l"/By :__C,l::z'J;,nJ ,'I::::'::-~~&~Y1--;;-'C7_-'(--/.~.£-,,/_ Director ~state of Pennsylvania ) (SS County of Washington ) Before me,the undersigned authority,personally appeared Amor Plenniken Viho,being duly SHorn accord ing to 181..J,deposesand says that tT1G -ra61;s ---- set forth in the foregoing Peti.tion are true ancl correct to the best of her i.nformation,knoHled~~e and belief~- .-CL~{f:r...,<>. SHorn tf6 ane!subsc l'lbed before me thlS ifc-;c:L /'.-j-',--1-../?'~Yli ..R~-fk~&_1972 . •,<~:.'"",'~,1\"'tJ1 S"t.'~_.,.,l I!~..1'1 C \n"11'11:$.:,.'n \;.....,~..'rp.J"'"t'·~."-'I > --vr,;;;"./·:rrr,-¥i"'~;""~'S;:'5.::"~t--~-----"'--~ Cm.:.ntj", the foregoinG petition haying.'1972, '.'!.~''r or•.,.1,._,~W,U Septer'Lber r:;~h!- oIt' AND NOH, i ~-• C'"4......1 -------------------~~................'=_. -...,- o ,R D E R to shmr cause why a decree should not be made that the property described in the foregoing petition be sold freed and cleared of their respective :.;:"~,-<~.......' granted upon Commontioalt h of Pem15y1vania -Depart",ent of He Hare•... ) ( ') ( ) ( ) ( \. ) ( cno nZfJ1.~_l.f'..--.2::.d....toT~""d ) REE heW cmAR 0",ALL LI~;S ~HO ._S f_.§~2J;.~m1lll.--Tern,1972 September 9,1972,Petition and Order filed. ..F een presented to the Court,upon;consideratior.thereof and upon motion 10'£Patrick C.Derrico,Assistant county Solicitor,a Rule is hereby 11!l.Shin<;ton Ccunty,.Ringgold Sc!'ool District,Cit1,.of Monongahela. Vittorio G.~ri?,M.El~zabethl~o?re (Heir)a/k/a Elizabeth Cario,,Ru'!.s ell !',ar1no,Re1ster of:,1111s and Agent of Cor,''non wealth of Pennsylvania Agent for InheritanceJTax Division . - ..'~•.:.•~..,......,....."-J""-.I,·, 1972 ,at 3:30 .o'clock ~.M.,or as soon thereafter as the----;....;;;---- matter'shall be held bef'orethe Court on !-10nday,October 2nd.-~.-- claims,liens,mortgages and.ground rents. ;,'.;Rule ret':lrnableto },Ionday,October 2nd..,1972 ..•... ..'.~.'I :."-<'. And it is further ,ordered that a hearing upon this.petition and this From the record. ATTEST:. : ,.".'<f3~A-~d ...p~nTHONOTARY .. "'..""·""-~·--:--~··;"·"···::"'--7"··'--,.,.-~-....--., By the Court attention of the Court may be had. I, ..~,. .-;.~·}t...... ".... ',4.\ '. :'.'f" .~...". "'-., , " 3';"" .~.':..- :', ~').......~ .\ \ .,//"'~"-T', ). -t'. --, >-b• ".,' .' " .' .. .: '.. '-:'-...Jrv c:::Jc.-:l -i r- rn b ,. ". .: , '" .",. t '.,' Form RCC-33 RESIDENT DECEDENT COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTION.S COUNTY OF ..W.A$g:r..r:1g':['.Q~. IMPORTANT:This return must be completed in detdl an,d filed in duplicate,with will attached,with the Register of WiUs of the County where decedent resided;Return is due within one year after date of death,unless an e~tens~pn is granted by the Secretary of Revenue.(Section 703 of _thelnl1eritance_~n!l:Ef'lt~te.Tax A,ct of 1961.) IN THE MATTER OF THE ESTATE OF } VIT.TERIQ.....C.ARI.Q......~/~/~...V:l:TT.OB.IQ ....G.AftJ..O'........::::u:V;:OF (State full name of decedent). Washington ADMINISTRATORLateof........County ::.:.:c:::::~_:::~lo~·-::::=J·" .M.~..E1+.?9.:.p..~.yh...M9C?!.~,.Executor Administrator of the estate of the aboye.n!\~ed decedent being duly sworn,depose Decedent died AP.:r.:LJ?9."~9ge (Month) ......., ,19 ,J testate leaving a last will,copy of which is hereto attached.} (Day)'(Y""r)l intestate That as such Exe..Q.u..t.r..1x deponent is familiar with the affairs of said esta.te and the property con- (i':xtocutor-Administrawr),- stituting the assets thereof and their f~ir market value. That at the time of death there was no safe deposit box registered in 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 OTH~R INSTITUTION THIS SAFE DEPOSIT BOX.RENTED RELATIONSHIP Qf.JOINT IN WHICH DECEDENT RENTED A SAFE DEPOSIT BOX IN NAME OR NAMES OF HOLDERS TO DECEDENT ./~ /' None 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 f'orth fullv and in'detail all the real property in the Commonwealth of Pennsylvania of which decedent died having an interest therein.It also sets fortn\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 ma.rket vahle 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 ~rust f'or any other person or persons giving also separately the accrued interest thereon,if'any,do~·~to the .last ,','\~.\.Iinterestdaypriortodecedent's death in the case of'savings banks,and to the date of,de~~d~nt's death:::-~v.#"'~~in all other cases;all bonds,postal saVings,treasury certificates or notes and otheT~Ntaence of in~~'--..II~~,,"debtedness of the United States to the decedent;all obligations,whether by statuteSorW~gfeement th~y are designated as tax free"of the United states,or any state,or political SUbdivisTion:thereo~f,:or of any foreign country,which are owned at the time of death;all wearing apparel,jeWelrj,sti[~rware,pic- tures,books,works of art,ftousehold furniture,horses,carriages,automobiles,boati1~~~~Y and all other personal chattels of whatsoever kind or nature,left by decedent,together with the";,faJrlY·'est1mated.'·"I),"•'....market value thereof;all bonds and mortgages held by decedent and of all claims due and ow~pg decedent at the time of death,and all promissory notes or other instruments in writing for the payment of money of which decedent died possessed,of whatsoever nature,with interest thereon,if any,giving the face value and estimated fair market value t~ereof,and if such estimated fair market value be less than 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 polici'es 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. ·,A In the c_~se 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,~o 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•.I~the case of transfers intended to take effect in possession or enjoyment at or after death,there is also attached to the schedule a cony of the deed,trust agreement or other instrument creating the trust.Ther,~is also ,set forth in said schedule a list of all property,real and personal,_with its value,which paiSses 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,dee'd,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 issue,andthe relationship 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 instrt~ents 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 Impaid at time of..-,death;taxes accrued charge.able 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. Subscribed and sworn to before me this . .2L.q;dayof ~19.•~t ~,~~.m.~~Ud:(e:L~..m..~~~;~~:>.m .....__... ~.~Sfr~et_N'Um~er)PAUl.W.J~ElSOH.1I0T.R'f punic ~My,~~~~;~;~~~fx~~:~H~~~H C~~~~71 ·····..········..·{city····~....)·~~..~~~;T···....·....··..·..···..·....·........ NOTE:\',BfJ~~~~;,~·igning affidavi t make sure all blank spaces in the affidavit and schedules annexed are filled i~~t'th 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 required 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-S4 '(1-64)I COMMONW'EAL TH OF PENNSYLVANIA a£PARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS TRANSFER INHERITANCE TAX RESIDENT DECEDENT SCHEDULE "A" ~AL 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 liE".Property held by thede.cedent 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 Commo!lwealth of Pennsylvania should be (1 )(2)(3)/described by lot and block number,str;et and street number,together wi th DEPARTMENT a general description of the property,with a reference to the record of the ASSESSED VALUE VALUATION conveyance by which the decedent took title;If a farm state number of a·FOR YEAR OF ESTIMATED CAUTIONcres;also statement of mortgage encumbrances upon each parcel at death DECEDENT'S MARKET VALUE (Do not writeofdecedent.Taxes,assessments,accrued Interest on mortgages,etc.,are DEATH In this space)to be listed on Schedule"F"and must not be deducted.from this schedule. N 0 NE---- . ..... ".,. Insert this total opposite "real property",Schedule IIA"in the X X X X X II As Reported"column on the last page of this return. ". RCC-35 • v~COMMONWEALTH OF PENNSYLVANIA TRANSFER INHERITANCE TAX RESIDENT DECEDENT SCHEDULE "n" 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 with another or others must be listed under Schedule "E".Intar:gible 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 any undistributed 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. Item No. ITEM List and describe fully UNIT VALUE ESTIMATED MARKEl'VALUE DEPARTMENT VALUATION (Do not write in thi~space) Savings Account #27232 in the Western pennsy1~ia National Bank,~onongahe1a, Pennsylvania.~ Insert this total opposite "Personal Property",Schedule "B"in the "As Reported"column on the last page of this return. o~-:t,)· ~12,103.33 12,103.33 RC.C-36 . ...,comro~'\'E\LTH OF PENN SYLVAN I tI. Tlt\i\SFER INHE1UTANCE TAX IlESIDE~T DECEDENT SCHEDULE "c" TRANSFERS (1)Did decedent,within two years of death,make any transfer of any material part of his estate,without receiving a valuable and adequate consideration therefor?(Answer yes or no)no (2)Did decedent,within two years of death,transfer property from himself to himself and another or others (including 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)__n~O~_ (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)~n~O~__ (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 enjoyment of or the right to income from the property transferred? (Answer yes or no)~n~o~_ (b)The right to designate the persons who shall possess or enjoy the property transferred or income therefrom?(Answer yes or no)_~n~O __ (6)If the answer to (5)(b)above is in the affirmative,state whether the right was reserved in decedent alone or 0 thers ---:-_ (7)Did decedent in his lifetime make a transfer,the consideration for which was transferee's promise to pay income to or for the benefit of care of transferor?(Answer yes or no)_n_o _ (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)__~n~'~QL-_ (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 reserved in the decedent alone or the decedent and others? (Answer yes or no)n__o _ 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 i 1I 1 I I DESCRIPTION MARKET VALUE (EsUmated)DEPT.VALUATION (Dept.Only) Insert this total opposite "Transfers",Schedule "e"in the "As Reported"column on the last page of this return. ~--------------------------------------------i rrc C-~H~. '\, ~COM~li)NWF:i\LTH OF PENNSYLVANIA TH'\~SFEn INHFltlTANCE TAX rtF~rnENT DECEDENT SCHEDULE "E" JOINTLY OWNED PROPERTY DiSTRrCTIOl\"S:This schedule must disclose all property,real and personal,owned by the decedent jointly wi th another or others,including intangibles,standing in the name of the decedent and others.List real estate first,as entireties,or joint tenants,giving brief description,as indicated tmder Schedule "A",plus the date and place of record of instrument effecting vesti ture,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,address and relationship (if any)of co-awners to the decedent. .-1 Description of Property,Date of Acquisition,N~me I unit percentage Estate Address and Relationship of Co-Owners,and Place i Value Share Valuation of Recorrt of Instrument,where Real Estate.1 NON E I J Insert this total opposite "Jointly Owned Property",Schedule"E" in the "As Reported"column on the last page of this return. DEPART~lENT VALUATION CAUTION-Do not Write In This Space. Value of Value of Entire Decedent's Property Interest II ----------------------------------------------------. ...," RCC-'37 .(12-63) "nn..r:\tt)~\\·E:\I.TII OF l'E;,\:,\SYYL\NlA TRANSFER I~HEHITAl'\l'E TAX RESIDENT D1XEDE~T SCHEDULE "D" BENEFICIARIES \ h ,-RELATIONSHIPBENEFICIARIESANDADDRESSES(If step-children or SURVIVED DATE INTEREST OFStatefullnamesandaddressesofallwhoillegitimatechildrenDECEDENTOFBENEFICIARY aye an interest,vested,contingent or other-are involved,set STATE YES IN ESTATE wise,in estate)forth this fact.)OR NO BIRTH M.Elizabeth Moore daua:hter ves L}LJ.Oc Sher1ing St., ""..~.,-"""-.I..J.."''''~OJ_'''f::>UJ .1.0.• Deponent further says that all the above-named beneficIaries are living at this time except below: NAME DATE OF DEATH RESIDENCE .'. .....,'"d ~....~~~....~::s Vl .......en 0.......::s '"d~~...............0en'0~~........g ~ ~:4-'< >-3~;.< ~r::r~ (Executor-Administrator must complete "As Reported"column #1.) CJ....oVlVl trlVl.....~....~ 4Z RUSSELL ).fA,RiND "'>REGi~;r~H OF WiLLS WASHHiCfON CO.•PA. P.o<THE t No.Year F~rJ ·E··';~.D·i ..._.., '69 f1AY !?flt1,~IATTER OF THE APPRAISEMENT 10 ESTATE OF OF THE Will Administration Deceased Late of County of Commonwealth of Pennsylvania REPORT AND APPRAISAL "'"- enc::~ ~;:.. ~ en Vl Vl ><: ()()() P'"::r-P'" l.i ca >::::::........................... ~-"'""'":1-' I\) :.. :1-'o:LA> :LA>: LA>: :1-'._____ Z :1\)Z '">-o ..0 ~p :1-'p (D :0 (l)~~\..V ';j .....:.0-0J ~ U>is , "'""'"~-"'""'"~.'~.;:.. "-": 'Jo".:".ti~-.~.().~~II •~l ~,3 -'II •r.-'~,t~~c... ~ (~t;\'lJ..~. ------------------------------------------~------, Fonn RCC-2 DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS,. HARRISBURG,PENNA.17 12 ~ COMMONWEALTH OF PENNSYLVANIA RESIDENT INHERITANCE TAX APPRAISEMENT DATE ~~!:~§.'!...::..~~§.~....... COUNTY w.~~~~~.??:. FIU:NO Q).:.9.~:.§~.~.. Whereas,.Y.:i.~.~.~.~.:i.9.9..~.:i.9.late of ~.?!1:c:>~.~~~. in the County of ~:~~~.~.~?.~Commonwealth of Pennsylvania,having died on the ?.~.~.h day of ~.P.:~.~19 ??..,seized and possessed of an estate subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania; Therefore,I,w..,.R,C..baJ.l~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. Description of Asset PERSONALTY: Savings Account #27232 in the Western Pennsylvania National Bank.Monon,qahela.Pennsylvania Unit Values $ Appraisement Made for InheritanceTaxPurposes 12,10'33 I --------------------------------------f-----tf------+--J Total 12,103 33 form::v;::fhb~~::?hi~w~a~~~,~a~o~er2~~~=~~=r~ise=g:::;1?: ~:ce.T ~~~Iser •••••••••••••••••••;.-••••••••••••••••••••••:.>•••••••••••••••••••••.••J....~L~.;~.;..)Penna. WASHINGTON County ". L RESIDENT INHERITANCE TAX APPRAISEMENT Estate of VITTERIO CARlO..................... Deceased. Late of ..........................NQNQNQN:JE4t\. Date of Death,~P~~.~?~.-':l::~§~. Appraisemel!t Docket Vol.,).7 . Page,1l}Q4 No 63~.68~6.56 . Filed in Register's OfJice,~.Y ,l..,9..J 19 9..9 Amount of tax due,$. DEPARTMENT OF REVENUE Received, Examined and Approved,. Wrote abo.ut Appmisement, Appeal fyom Appraisement,. Entered and charged,. • , ,'" Form RC C·l0 OF:F:IC!'Of ,TME REGISTER OF WILLS OF _....:.W:...:a::.:s~h:.=;i=.cn=g...::t..::o.=.;n=---_COUNTY. OF TME COMMONWEALTH "-STATEMENT OF DEBTS AND DEDUCTIONS DEDUCTIONS ALLOWED IN THE SUM OF $~J);,Zfr; (L.5.1 ESTATE OF Vitterio Cario alk/a L.ATE OF Monongahela.Washington CountN;·Pa. Vittorio Cario ;.r . . DATE OF FIL.ING APPRAISEMENT ~-,/6 -t t DATE OF DEATH April 29 t 1968 DATE NO.OF NAME OF PAYEE REMARKS AMOUNTVOUCHEIlt Register of Wills T.etters 00 Ll"'\T •etc.~6 r::;o Daily Republican AdVIertisement 1?c:;o WashingtonCounty Reports Advertisement 12 r::;o Campana Funeral Home Funeral expenses 1.800.00 Witness on Will:Sandra L.:leni I).00 lWest Penn Power electric -~.00 1M.S.Stevenson.M.D.hosnital care 2Q 00 I INational Ambulance to hospital 20.00 lRon(1n l!=l lHower S::hon fl 48.76 Memorial Hosoital medicare 41.00 batholmc Cemeteries Assoc.charges 00 nn Catholic Cern.Assoc.lot 100 00 Equitable 1 ~:10GasCompanyfinalbill Monongahela City Water Compa fly I 10.r::;r::; "ommonwealth of Pennsvlvanta JAnHTl+.........."'+of''ltJAl f'~T"!='r::;6lS 00 Municinal Authoritv of thp ('!t.17 nf'.Ihpl ~10.4~ Helen Marie Dotv tax r::;~.77 Malcolm L.Morgan county treasurer 18 I~o Memorial Hospital h 1~7 - 2 867 'q 6 COMMONWEALTH OF PENNSYLVANIA } ---,-,--,,~'.=L.=..---ss:COUNTY OF ~s lng·on I,~Ml..:..---=E,,-=l=::.:i~z:::.;a=b..:::e...::t~h~M..:.:o::..:o:::::.;r::...:::.e ~~H£REBY CERTIFY.THAT.TO THE BEaT OF MY KNOWL!DGE AND BELIEF.TH!FOREGOING IS A JUST AND TRU E STATEMENT.0:DEBTS.FUNE1AL EXPENSES AND EXPENSES OF ADMINISTRATION SUBMITTED TO THE ESTATE OF Vitterio Cario a/kLa Vit 'tor 0-O£CEASED.AS DEDUCTION!i FOR INHERITANCE TAX PURPOSES.Cario : /.C"/z:;4 Jl~.rteV??f-.1.,-c·;L,lu 1~7'L-fL/ SWORN AN.D miSSCRIBED BEFORE ME THIS _<L~DAY OP'~d'2~9 -"-::--:.:c;'i-··-.,~ PAUl W"4l}rSO~'~6Tm Pl1Illlr:MONO/lGA~Et'A,."WASn/NGTOH COUNTY MY COMMtS'51O~\~XPIRES MARCH 29,Inl l',,~:'.•' .~::r ~ ~ (:) .\,r\J r r •(r- r "I (' ,.. I~ '>- ;'-,.,..,...,.. .~(:'.' ....../"''t,'I'"'/ " ( ~ Pa. RESIDENT DECEDENTS File No63....6S....656 COMMONWEALTH OF PENNSYLVANIA OFFICIAL RECEIPT Transfer Inheritance and Estate Tax 1968 ~9FormRCC-4-Rl-3-66 No.949021 Date July 22, Office REGISTER OF WILLS.'ti'ASHINGTON "'JA~fl!NG"Qr-t County,ss:Received from Uet'ty CarlOt Paying Ol'l Iud.!.tiao. J.(tatEl~!~;';~J1lil1~ii$~U.a~)of the estate of VITTERIOCAutO~~bdlU 19.b~~m-o-f-~~=·=.·~H=u=~=.~~~.~n~~~R~I~Y~-~B~I~~~m~~~-d7..-~9~8~/~1~O~O--~---.·---··-----.- being TRANSFER INHERITANCE TAX and/or ESTATE TAX due the Commonwealth as follows'Dollars, MOORE BUSINESS FORMS.INC.,ELMIRA,N.Y. Appraisements Made and Filed Computation of Tax Heal Estate Tax on $5%$Date Valuation $Tax on $10%$ 2,613..76 67'~%156.82 $Tax on $$ Total $Tax on $15%$ Personal Property Exemptions *$ Valuation $'2 ..613.16 Total Estate $ .,$Total Tax $156*82 Total $2,613.16 Less Tax Previously Paid (if any)$ Total Gross Assets $Balance $ ass Debts and Expenses of Less five per centum oftax if paid "1.84 Administration $within 3 months after date of death $ Clear Value of Estate $Amount of Estate TaxAssessed under aluation of Life Estates or Annuities the Act of May 7,1927.$ Date 19__$Add interest at the rate of '%i19__$fromltateTaxAssessmentsto $Date 19__$146.95 19__Total $$*As evidenced by Charitable Exemption Certificates issued by the Secretary of .NOTE:In accepting the transfer inheritance tax on future estates prior to the death of Revenue under Act of May 28,1956,P.L.1757,effective June 1,1957,as amended I hfe tenant or tenant for years,as evidenced by this receipt,it is understood that the Com-by Act No:381,approved July 11,1957,and Act No.207,1961,Section 302.Inwealth shall not be precluded or prevented from hereafter assessing additional inheritance t at the death of the hfe tenant or tenant for years whenever it appears that such additional SE7l::may be legally due and collectible for any reason whatsoever. iT [ffi 0[P)[LO ©£LYlE ·I·&~z;l~Xi.37-113...4 ...~~4")...w~t; )TE:This Triplicate Receipt to be retained by the Register of Wills and filed in numerical T"_~...__L.,,(1rT~" sequence for audit purposes. E V, tm, tt, N' .It.}1eld Sa FORM RCC-4-RI TRANSFER INHERITANCE and/or ESTATE TAX. RESIDENT DECEDENTS. RECEIPT DockeL;t!iH'7!l-_-lPage 113I jne~----J,4f-- OFFICE OF REGISTER OF WILLS -----TwHA:-.:;:,:=1'U'f'"ITlr.:·if'lG~f;eO~i;T",-LPa. Date .......19--oB"" SIGNED ANDIRArAt~aVlDEDBY SECTION 1201.ACT APRIL 9.1929.P.L.343 AS AMENDED BY ACT MAY 15.1945.P.L.528 1201 (g).Act of April 9.1929.P.L.343.as amended.viz:-"To receive from Registers of WiIls 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 suchreceiptshallbesignedandsealedbytheRegisterofWiIlsandtransmilledtotheexecutororadministrator.whereupon it shall be a proper voucher in the selliementoftheestate.In no event shall the executor or adminis-trator be entitled to a credit in his account by theRegisterunlessthereceiptissosignedandsealedbytheRegisterofWiIls," Fill in below name and address of person to wholll tax receipt is delivered:· L