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HomeMy WebLinkAboutOC1968-1111 - ESTATE OF BONAZZA SR,PETITION SUR AUDIT•IN THE ORPHANS'COURT OF WASHINGTON COUNTY Testate Form ,j ,JOHN BONAZZA,SR.'Estate of _..___.___ _ Deceased 63-68-1111No A. A. Fiduciary ;f.BANK..J!~)~QNA?.~AJ~. EXECUTOR Date of ,'June 12,1968 Date of August 14,1968Decedentsdeath_Grant of Leltters . This is the :~_~:':.~!..~~~..~~~~~_._.._._account filed in this estate If there have been former accounts filed in this estate,list file number or number and term _ Election to take Not applicable Under or Against will.(cross out one) Date Election Place of; Filed Record _~. NoneNameofsurvivingspouse _____.___ _. List issue,where material: Not applicable. Did decedent marry after execution of will?{indicate}W5~No.Any children born after execution of will?{indicate} ¥~No.If answer yes,name them __.._ _ _. Leg,atees Relationship Interest Fiduciary,if deceased or not sui juris Frank J.Bonazza John Bonazza,Jr. Angelo Bonazza Louis Bonazza,Sr. Louis Bonazza,Sr.,Heirs: Mary Bonazza Louis Bonazza,Jr. Andrew Bonazza Rose Ann Hall Son Son Son Son Daughter-in-law Grandson Grand'son Granddaughter Residuary Legatee Residuary Legatee Residuary Legatee Residuary Legatee -Predeceased (Date of Death -November 14,1967) Widow of Residuary Legatee Son of Deceased Residuary Legatee Son of Deceased Residuary Legatee Daughter of Deceased Residuary Legatee List,if exceptions to above: If partial intestacy,give facts: Adeemed:Revoked:Lapsed:Abated:Give Cause: Notice to interested parties.Have all parties,having either vested or contingent interests and all crediors entitled to notice (Court Rule No.9 paragr9£.1:l C:Section 6:Subdivision c)received written notice of the filing of the account and of call of audit?Yes.'~ If any exception give cause:. File copy of Noti~~August 21,1969 and date of maillng _ _,.,,.,"',"..,,. NoIsestatesubjecttothefilingofaFederalEstateTaxReturn?,,;;;;;; Actual payment made on Pennsylvania Transfer Inheritance Tax.Amount $~.~.~=.~g . ", If the Will makes any portion of estate subject to a life-estate,give name and birth date of life tenant . Give Names and addresses of all unpaid creditors who are legally entitled to notice,together with the amounts of such claims;state whether they are admitted to be correct;and whether the claim is denied. Give reference to such'parts of the will as require interpretation by the Court;a reference to all questions re- quiring adjudication,and a statement of any other facts deemed necessary for the preparation of the adjudication: Balance for distribution per account, Itemize any additipnal debits not shown by account: Total additional debits (Add) Itemize any additional credits not shown by account: Personal Property Tax Claim paid to Washington County.Pennsylvania. Sept.10.1969 Total additional credits (Subtract) Balance for distribution $~.~.~~.8.•29........................ $--_._._.._~.~.~~.........•.• 115.68 $.115.68 ~_._.oo ••_••••___. $~.~.~~.~.'61...._---....._---... If balance for distribution is not in cash,list each item held in kind,giving appraised Value (or distribution Value); , Cash on hand Balance due on Promissory Note of John L.Bonazza.Jr.•and Ida M.Bonazza .. ......., 3.062.61 900.00 $3.962.61 IJI""""'-.............-......,,-------------------------------------.............----....,..,.......J C!tnmmnuUttu1t4 nf ,tUUSYlnUUiU,}BB.lIaB~itl!ltOtl QtOUtltg, KNOW ALL MEN BY THESE PRESENTS:Whereas,at Washington,in the County aforesaid on the 14th day of AUGUST A.D.19 68,before me, RUSSELL MAR IN0 ,Register for the Probate of Wills and Granting Letters of Administration in and for the County of Washington,in the Commonwealth of Pennsylvania, the last Will and Testament of J·OHN BONAZZA,SR. late of SOUTH STRABANE TOWNSHIP in the County aforesaid,deceased, (a true copy whereof is to these presents annexed),was duly admitted to probate;and FRANK J.BONAZZA the Executor III said Will and Testament named,having appeared before me and taken and subscribed the oath of office prescribed by law; NOW,THEREFORE,I,Russell Marino ,Register as aforesaid,do grant these LETTERS TESTAMENTARY,unto the said FRANK J.BONAZZA committing unto him the administration of all and singular the goods and chattels,rights and credits,which were of said deceased,and requiring him to exhibit a true and perfect inventory thereof into the Register's Office,at Washington,within ninety days from the date hereof,and to render a just and true account of said administration at the expiration of six months from the date hereof,and to regard and comply with the provisions of the laws of this Commonwealth relating to inheritance taxes. IN TESTIMONY WHEREOF,I have hereunto set my hand and the seal of said Office at Washington,this 14th day of August in the year of our Lord one thousand nine hundred and 68. .y;!".."..n J. .0 7l{~:-. .~~RegIster II c a ¥a 5 a a 1 I !ii Ii IiJ::-i 1i i!! 1I @, Q LU -J .:,-","i,..__•.~--,., J LAST WILL AND TESTAMENT i I,JOHN BONAZZA,SR.,of South Strabane Township, ",~Tashington County,Pennsylvania,do hereby make my Last Will and 'i Testament,and revoke all Wills by me at any time heretofore made. 1.I direct the'payment out of my estate of the expenses of my illness and funeral. !.2.I direct my Executor,hereinafter named,to have '.ten (10)masses sard for my beloved Wife,Luigia Bonazza,and twenty (20')masses for me,John Bonazza,Sr. J.All the r'~st,residue and remainder of my estate, real and personal,I give,devise and bequeath in equal one-fourth (1/4th).shares to my sons,Frank Bonazza,Angelo Bonazza,John Bonazza,Jr.,and Louis Bonazza,Sr.,their heirs and assigns forever. 4.I nominate,constitute and appoint my son,Frank <;Bonazza,Executor of this my Will,and I direct that he shall not be required to enter security in any jurisdiction in which he may act,and I also authorize my Executor herein named to sell, at public or private sale,any real estate of which I may die seized. .IN 'VHTNESS WHEREOF I have set my hand and seal to this my Last Will and Testament,this r),day of February,1961. .'! "!).tf (')'.-../.....~'.'..it '~:..f'i./....T''',·1.':r·I/1C:"j.;'7/,..'il /.(S 1')'_...,.?;.-'~,l_~_._..;......_.•.•_'-'_.-:".r-f-"-:,~:-A/_--=-_-ea·_.p-)j' .,Signed,sealed,published and declared by John Bonazza, Sr.,the above named testator,as am~Cor -his Last Will and Testa- ment,in the.presence of us,who at his r~quest,in his presence, and in the'presenc~of each other,all being present at the same time,have hereunto subscribed our names as witnesses. /'.. / ifl'\,,- c--' ,I' Affiiluuit (@f £xrrutnr (@r Abmiuistrutnr ~tutr of Jrltltsyluultiu.t S!l: CltOUltty of BusQiltgtolt \ Personally before me,the undersigned authority,a N.Q.tar,y...Eub.lic in and for said County and State,appeared .f.MN.~~:~9.NA?.~.~who,being duly sworn according to law,deposes and says that he is the executor mnilimmi:st:oomr of the estate of .........................J.QHJ:f..J?.QNA~.?.;A~~B.!deceased,that the foregoing schedules constitute a complete inventory and appraisement of the ,real and personal estate of.........J.QH:N...B.Q:NAZZA....B.R...., 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 fair 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 Administrator.. "SW01":n and subscribed before me this.......t1,t,h......~_L J /1. "_.,,'d~..1 Np.y.~m.b.e.~:r.~l~.~.....(f~t....Ud.~ j'"~.~~~_;;'~._.ecutor~mx1lr "".;..a:y...~~~"No ·ary..PuoTic·· My Com•.exp.'·Mar.lL.1972 ADDITIONAL INSTRUCTIONS 1:I An inventory must 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 rand 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 lIuututnrg aUlll\ppraisrwtut of the goods and chattels,rights and credits which were of :l.Q!.!;N..J?.Q;NA~.~AI.§g.:Jate of §g..yJh..§.tr..~eg~.~...I9.~.l}.~.h.te :.. Washington County,Pa.,taken and made in conformity with the above affidavit. PERSONALTY DOLLARS CENTS Savings Account -Mellon National Bank and Trust Company Promissory Note,dated March 4,1966,of Frank Bonazza and Sophie Bonazza in principal amount of Promissory Note,dated November,1959,of John L.Bonazza,Jr.and Ida M.Bonazza in principal amount of TOTAL PERSONALTY - - - - - - REALTY None 1,182 67 4,000 00 2,000 00 7,182 67 None 63-68-1111 2424No. IN THE ESTATE OF Inventory and Appraisement ,""t..,.~ r .:;:--.'"'). [':.")\~!~~,~~g~A.~.~~~~~.~:. \\.\ ""'\r '"'l \' ,. "~I-,f'-.:"'.... :) Filed ,19 .. --.f,..':::J t5;':,~_,.J) r-.'., -v;"- r-:-~~~1J; i-i..:50? J-......,,, 0,;J 1-.... 4-.....::. -.....-'~ r0 --'-j ]oj ! G.. oo SCHMIDT,ALLISON &TOWNSEND Attorneys at Law 438 WASHINGTON TRUST BUILDING WASHINGTON,PA.15301 ·rJ~,YJ-r IN THE COURT OF COMMON PLEAS OF WASHINGTON COUNTY,PENNSYLVANIA ORPHANS'COURT DIVISION ESTATE OF JOHN BONAZZA,SR.,Deceased ) )No.63-68-1111 of 1968 ) FIRST and FINAL AC COUNT of FRANK J.BONAZZA Executor RECAPITULATION TOTAL DEBITS - - - - TOTAL CREDITS CLAIME D -_.- - - - - - - - - - - - - - BALANCE for DISTRIBUTION - - - - - - - - - - - - - - - $7,367.74 3,289.45 $4,078.29 IN THE COURT OF COMMON PLEAS OF WASHINGTON COUNTY,PENNSYLVANIA ORPHANS r COU RT DIVISION No.63-68-1111 of 1968 ESTATE of JOHN BONAZZA,SR. Deceased FIRST and FINAL AC COUNT of FRANK J.BONAZZA Executor The Accountant charges himself as follows: INVENTORY AND APPRAISEMENT ---- - - - - - - - ADDITIONAL DEBITS CLAIMED: $7,182.67 Interest paid on balance of Promissory Note of Frank J.Bonazza and Sophie Bonazza from July 1,1968 to February 25,1969 (4%x $3,663.22)- - - - - - - - - - - Interest paid on balance of Promissory Note of Frank J.Bonazza and Sophie Bonazza from February 25,1969 to July 23,1969 (4%x $258.87)- -- - - - - - - - - - - 95.65 4.31 Interest paid on Promissory Note of John L. Bonazza,Jr.and Ida M.Bonazza from JUly 1,1968 to July 23,1969 (4%x $2,000.00)- - - - - - - - - - -85.11 TOTAL ADDITIONAL DEBITS - - - -185.07 TOTAL DEBITS - - - - - - - - - - - - $7,367.74 / The Accountant claims credit for the following: 1968 June 12 June 17 Tom Brown's Flower Shop - - - - -26.25 Abel Funeral Home - - - - - - -1,450.00 June 17 The Washington Hospital - - August 13 Register of Wills -Probate, including one Short Certificate - August 19 Observer Publishing Company - advertising Letters - - - - August 19 Washington County Reports - advertising Letters - - - - Nov.14 Register of Wills -filing Inven- tory and Appraisement - - - - 1969 43.20 17.00 14.00 14.00 3.00 April 25 July 18 July 18 July 22 July 23 Commonwealth of Pennsylvania. Dept.of Revenue -Inheritance Tax on Account - - - - - - - Our Lady of Miraculous Medal Catholic Church -masses as prescribed in Will - - - - - Schmidt,Allison &Townsend - Attorneys'Fees -_.- - - - Waunita G.W.Moore -miscel- laneous Notary Fees - - - - Frank J.Bonazza,Executor's Commission - - - - - Register of Wills -filing Account - - - - - - - TOTAL CREDITS 850.00 150.00 350.00 4.00 350.00 18.00 $3,289.45 ...• THE ESTATE CONSISTS OF: Cash - - - - - - - - - - - - - - - - - - - - - - Balance due on Promissory Note of John L. Bonazza,Jr.and Ida M.Bonazza - - - - - - - - BALANCE FOR DISTRIBUTION - - - - - - - - - - $3,178.29 900.00 $4.078.29 V:-', ., :.::..-~-'.o;:';;-"...-,:... Observer .Reporter" WASHINGTON,PENNSYLVANIA PROOF OF PUBLICATION In compliance with the News,paper Advertising Act of 16 May,1929, P.L.1784,!lJS amended. Commonwealth of Pennsylvania.,County of Washington,55:.....•...•.. PeTsonally appeal'ed before me,a Notary Public in and for said County and State,Ri.c.b.a.r.g ~..~g.Qw.a.p.,who being duly s,worn according to law,deposes and says th!lJt he is the S.eCI.e.t.a.r.y . of the Obs'e,rver Publishing Company,a PiennsiYlvania ,corporation,and its agent in this behalf;that the said Company is:the owner and publisher of the Observer·Reporter,SUCC'6ssor to The Washington Observer,established September 18,1871,and The Washington Reporter,established August 15, 1808,a daily newspapea-of general cIrculation,printed and pUblished and having its place of business at Washington,Washington County,Pennsyl- vania,where it or its predeces,sors have been established and publIshed continuous'ly for more than six months,prior to tIle publication of the notice hereto attached;th3lt the printed notice or advertisement hereto attached is a ,copy of an official advertisement,official notice;legal notice or legal adveTtis,ement,exactly a,s printed or published in the Obslerver·Reporter in its regular editions on the following date ord'ates;. ...............................~.1J.g~.~.t.....?:1.:..?~....~.~.q ....?..~.P..:t~.!!!p..~!A.,:l.9..9..~. that neither true affiant nor the Observer Publishing Company is interesited in the subject matter of siaid notice or advertising and that all of the a:llega- ~:~thi,amdavit ~to:etime!lz;;:J2Z:= EXECUTOR'S NOTICE . ESTATE OF JOHN BONAZZA,SR.'dece.ased,late .of South Strabane)Township,Washington County.,IPenna., Letters .Testamentaryj,u on the. above 'estate having be Iltee},to th~undersigned,noti"'eby, given to those indeo .tomakeimmediatepat,and',toJ those having'claims .'.emaffiiS"'tolpresent'tnem for settlement. Fra onazza ~"Box..,'.",,,.Meado .'ands,Peml'a\';il5347SCHMIDT,ALLISO:iF,&TOWNSEND,Attorney 438 Washington Trust Building·Washington}'Pennsylvania 15~Ol l'68198.Wed.-3T--'-~-.....:.........- Sworn to and w.26782 sUbscrib~ore me this..4.......day or.....Sep.t.e.mb.er ................<J~~.~.~~ MA:,;;.,....'.J "un,NOT~'~~~~;~"'" WASHING,Vii.\VASHiI~GION COUNTY MY CO!vlMISSION EXPIRES MAY 6.1972 1968 \\ 'Washington County Reports ~~ Washington,Pennsylvania (PUBLISHED BY WASHINGTON COUNTY BAR ASSOCIATION) PROOF OF PUBLICATION In compliance with the Newspaper Advertising Act of May 16,1929,P.L. 1784 Sec.3,paragraphs (3)and (25). COUNTY OF WASHINGTON) STATE OF PENNSYLVANIA (58. Personally appeared before me,a Notary Public in and for said County and Commonwealth,CHARLES C.KELLER,who,being duly sworn,deposes and says:that he is the Editor of the WASHINGTON COUNTY REPORTS,the official legal periodical for said Washington County,publis'hed weekly having its place of business at Washington,Washington County,Pennsylvania,and is act- ing as its agent in this behalf;that the said WASHINGTON COVNTY REPORTS was established on March 31,1920,and was designated as the official legal publication for Washington County,Pennsylvania,by order of the several courts of said County,dated November 11,1920;that the printed notice or adver- tisement attached hereto is a copy of a notice or advertisement,exactly as printed or published,which appeared in the said legal periodical in its regular issues on the following dates: August 22,29,1968 .........~.~p..~.:.~~_~.~?..~.._.~.~.~.~- . that the affiant or the corporation in behalf of which he is acting is not interested in the subject matter of sai noti e or advertising and that all of the allegations of ,hl..ffid"l,"W 'M ci ,1 ~~~~3~?!_-~ ________I .~ Sworn to and subscribe are me this . KATHERINE C.YARD,Notary Pu c Washingtor.,Washington Co.,Pa. My Commission Expires November 1,1969 Estate Notices •The Register of Wills has granted letters, testamentary or of administration,in the following estates.Notice is hereby given to all persons indebted thereto to make payment without delay and to those hav~ ing claims or demands to present t'hl!ffi for settlement to the Executors or Admin- istrators or their Attorneys. • • • • • ••• • • • • • ••• • BONAZZA,JOHN SR.,Dec'd{v~:h'of t South Strabane Township109onCounty,Penna 'Executor:Frank J BonazzaMeadowLands,Pa.15347 ,Box 354,Attorneys'Sch 'dt A .send 438'W z::~,Ibson &Town- Washington,:;a.lOgton Trust Bldg., ST~TE OF PENNSYLVANIA, WASHINGTON COUNTY,~55: The within named Accountant being duly sworn according to law,deposes.and says that the above account d '.; d he 'I b I'as state IS true an correct 05•.•........,..,_ _ven y e level. ~,.- S~orn and Gublicribed'be'fore me this ..._.....22nd.... dqy of ~.._.__..:.__?~~.y..-.---19 ~.~. ~~l!:!l.~.. "...Notary Public . Washington,Washington County,Pa. My Commission expires March II,1972 Washington County,55:I do certify that I have given legal notice to all persons concerned of the filing of the within account in the manner prescribed by Statute and Rule of Court,as evidence by proofs thereof filed to No,b.3.~.b.y~:~f').P .. Witn?\my hand and official seal this--c25~---------. day OL ~------~----QL;j----:-----19h1 __ ..........~4{l~~Q~.lJ.La,A~~!;)..,-. Register of Wills ..-t .-I .-I .-I Ico toI M to oz \-..... ~I ;:\Il ED~ 69 JUL 23 Af1 rr 3~ RUSSELL i.iARmo :':~REG'ISTEH OF WIllS !L:WASH[NGTO~i CO.•PAt I o o....o r....'J ,.." .----"_.-~-..--------.----'-~ " II "_J-" ..j r,' " <:"..........-r; ,, ,ry.t- ,~r //'"~('"",. /1 '"I ;<'r.<.';-..,'rl\'~, ~.' • The Court is respectfu II y requested to determine prope,d;stdbut;on ;n th;~~t~~w.U Counsel for Accountant 3Ju t~r ~rPQaU£i·mnurt nf lIa£i~iuBtnu arnuuty In the matter of the Audit of Account in JOHN BONAZZA,SR:,Estate of:--=--__---:._...:-I Deceased TO THE AUDITING JUDGE: 63-68-1111No.•19__•A.A. Enter ---:.o..:.u:..:r::....-appearance for·_--=F:.....:r~a::::n~k=-~J.---=.B=-o.:::..::n:.::a:.:z::.:z=a:!.,_=E::.:x:..:..::e:...:c:..:u::..t:..:o::.:r=___ 63 - 68 -1111 .19__•A.A.No._ In re Audit of Account in Estate of JOHN BONAZZA,SR.,/ Deceased AUDIT 'rurripr fur Apprurancr FOR c;;f1 ~:::o c.cFrankJ>~~zzal Executor ---.(,1)C)c=~-~r",,~---:c-Ifi ~_.(fl (,"':1 ~z--l rr i CL _ CJ rn r-en -1::0,0~-...'---""'-'-11 3:::J;::o>o J>=r~:;tf -n;,:=z C) l>.(fi0 ""..,co Schmidtl Allison &Townsend Attorney JIJlfi~~2 _'0'Ii!!._ If Family Exemption claimed by Petitionl give place of Record:~~~..~P..J?.~.~~~P.~~.~. If F 'I E "I'd t d't 'I t'h'db'f CI"Not Applicable.ami y xemptlon IS c alme a au I I give namel re a Ions Ip an aSls or OIm:. List any advancement or distribution on account that has been model and nature and amount of same: Suggested distribution of balance shownI both as to principal and incomel attaching signed and itemized elections to take in kind if balance is not in cosh:residuary shares being stated in proportions: To Frank J.Bonazza.one-fourth; To Angelo Bonazza.one-fourth; .r-To ~?hn L.Bonazza.Jr••one-fourth.including the Promissory Note of John L. f Bonazza.Jr.,and Ida M.Bonazza,with an outstanding balance of $900.00; To Mary Bonazza.one-twelfth;!.M...~'"I ~(~ To Louis Bonazza.Jr.•one-eighteenth; To Andrew Bonazza,one;'eighteenth; To Rose Ann Hall,one-eighteenth. COUNTY OF WASHINGTONI 55: COMMONWEALTH OF PENNSYLVANIA. The above named Fiduciary or representative thereofl being duly ~~.~~.I!:doth depose and say that the facts set forth in the foregoing petition are true And your petitioner will ever praYI etc, to the best of h~.~knowledge and belief, ........E;",.~r.I1 : -toond subscribOd before rr-- me tli.~S •.J~n{d-"~./-::;~.~~!.~.m.\>.!J,f..m ~~....~J_-M ~ Signature 'of Off!c~~.R'~·/L~.Executor Title of bffi~er ~~~~~~~..~~~.~~.~........................ Office expi res M.C?r.~b..J.L !.~1.~. •oo oo••••,;..;~oo.'!'=''!''!''""'oo .. I --._- '" No.~.~.::~.~_::~~_~_~_.. ...__.....A.A. Estate of JOHN BONAZZA SR-------_..__.___.___"!.._ __:_..---- Deceased Fiduciary !~~~_~J.BONAZZA,....--__.._------_.. Executor PETIT.ION SUR AUDIT FROM WHERE DECEDENT LEFT A WILL Counsel of Fiduciary will submit herewith the following,in conformity with Court Rules adopted effective December 3,1951,being" rule No.9:po rag raph b-c;and divisions thereof:shown on pages 23-24. 1.Written praecipes of all Counsel in the case. 2.Copy of order appointing Guardian ad litem,if pertinent. 3.Copy of Order appointing Trustee ad litem,if pertinent. 4.Proof of service of above. 5.Letters Testamentary or Administration C.T.A.or an attest copy of WiII. 6.Copy of inventory and apprciisement. 7.Proof of advertisement of grant of letters if not filed with account. 8.Certificate of liens in case any of the funds for distribution are from judicial sale of real estate. 9.Signed and itemized elections if any distribution in kind. 10.Copy of Federal Estate Tax return if es- tate is subject thereto. Schmidt,Allison &Townsend Attorney ~2 ·Vd ~·D';)l'UJl"Dl-HHSVIA SlltM 30 ~31S~;)3t1 ONnJ\1~113SS0H LE 01 l-tV 9 130 69, ,to 311..i . \l'\ ...'"-...'"/....("''''t"l.'-..,--..-~,,.,r--~" -~:.:""\....r •o~t-o ,"> 0 -....:--'') ,[',:>\) M.GIL"",',""'"5CM",,·QT ·JONAT'"~.'"LLI500N JOHN'"""N5("'40 SCHMIDT.ALLISON &rOWNSEND .38 w ..·"'HIN('~'DN TF1'U'5''"'LOING WASHiNGTON,PENN.15301 August 21,1969 Mr.Frank J.Bonazza Box 354 Meadow Lands,Pennsylvania 15347 Dear Mr.Bonazza: Estate of John Bonazza,Sr.,Deceased The First and Final Account in the above Estate was filed in the office of the Register of Wills in Washington County on TtlCPHOHC _••SO'"O- ""t ~eli):)'t .12 1 1 July 23,1969,to No.63-68-1111 of 1968,and will be up for " audit by the Orphans'Court of Washington County the week of September 8,1969,at which time you may appear and be heard if you so desire., Very truly yours, JAT:wm 1--------- I ~t ------------------------------------------------,........, SCHMIDT,ALLISON &TOWNS£ND 438 W..SHI,...,C.tON TRU5 ....,.IJILOING H.Gil"..,~SCHMIDT JON"'~..•,-LlSON JOM..........NSENO WASHINGTON,P~NN"15301 August 21,1969 Mr.John Bonazza,Jr. Box 354 Meadow Lands,Pennsylvania 15347 Dear Mr.Bonazza: Estate of John Bonazza,Sr.,Deceased The First and Final Account in the above Estate was filed in the office of the Register of Wills in Washington County on July 23,1969,to No.63-68-1111 of 1968,and will be up for audit by the Orphans'Court of Washington County the week of September 8,1969,at which time you may appear and be heard if you so desire. T"~I[P"O"I[ US-50'0 A_i.A CODe .,. JAT:wm Va-y truly yours, 6csLA-.~ H.GU••""""SCHMIDT .JON....'T..."....·LLISOH .JOHN"•.,.,,..SEND SCHMIDT,ALLISON &TOWNSEND ATTORNEYS AT AW 438 W"SHINGTON TFlLJ5'.vILOING WASHINGTON,P~NNA.115301 August 21,1969 Mr.Angelo Bonazza Box 354 Meadow Lands,Pennsylvania 15347 Dear Mr.Bonazza: Estate of John Bonazza,Sr.«Deceased The First and Final Account in the above .Estate was filed in the office of the Register of Wills in Washington County on July 23,1969,to No.63-68-1111 of 19618,and will be up for audit by the Orphans'Court of Washington County the week of September 8,1969,at which time you may appear and be heard if you so desire. Very truly yours, Tln.~~"'O""...·.0.. AftC_cOOC'4.a JAT:wm H.GIL_~"""aCH...IDT .JO"""'''~.......LLI50N ..JOMN....!.,,;-.NSEND SCHMIDT,ALLISON &TOWNSEND ATTORNEyS AT .,·w ....38 WA!k H INO"'!'n,...TRUS'"•<,II LOINO WASHINGTON,PENN....115301 August 21,1969 T~LE~HOHC •••-ISOtO AIUA COOl:••• Mr.Louis Bonazza.Jr. 132 Circle Drive Washington,Pennsylvania Dear Mr.Bonazza: 15301 Estate of John Bonazza.Sr.,Deceased '.The First and Final Account in the above Estate was filed in the office of the Register of Wills in Washington County on July 23.1969.to No.63-68-1111 of 1968.and will be up for audit by the Orphans I Court of Washington County the week of September 8,1969.at which time you may appear and be heard if you so desire. JAT:wm Very truly yours. ~4.~. ·' H.GIt,.·r}4Ik'f SCHMIDT JONA'f,.·...~"LLISON JO"""'""WNSI:NO SCHMIDT,ALLISON &TOWNSEND ATTORNEYS AT .../11 438 WAS~'""v"-~'~""TRUS'~LDING WASHING,TON,PEN"'''115301 August 211 1969 Mr.Andrew Bonazza 186 McClane Farm Road Washingtonl Pennsylvania'15301 Dear Mr.Bonazza: Estate of John Bonazza,Sr.,Deceased The First and Final Account in the above Estate was filed in the office of the Register of Wills in Washington County on July 23 1 19691 to No.63-68-1111 of 19681 and will be up for audit by the Orphans I Court of Washington County the week of September 81 19691 at which time you may appear and be heard if you so desire. Very truly yoursl a~I:~Hc)"'C '••-50'0""itA COOl .'2 JAT:wm ·' H.Glt....1_"SCHMIDT JONA'f"'''~'4.l,.LI!'ON JOHN"'-O'WNSf;.ND SCHMIDT,ALLISON &TOWNSIEND 438 WA~''''~GTO""TRUS·.~~lLDING WASI:lINGTON,PENNA 115301 August 21.1969 TEU:"HO~C .~.-.Q.o ".EA C::OOE 4'2 Mrs.Mary Bonazza 186 McClane Farm Road Washington,Pennsylvania Dear Mrs.Bonazza: 15301 Estate of John Bonazza,Sr~,Deceased The First and Final Account in the above Estate was filed in the office of the Register of Wills in Washington County on July 23,1969,to No.63-68-1Ui of 1968,and will be up for audit by the Orphans'Court of Washington County the week of September 8,1969.at which time you may appear and be heard if you so desire. JAT:wm V~y truly yours, d~-4·~· ,.l.•• H.OI"W:"4,'5CHMI(jT JON...•......,'"'L.LISON JOM""........NSI[NO SCHMIDT.ALLISON &TOWNSEND ",~TORNE'SAT i.N 438 W,.,'!tHINGlt;'f...TRUS'!'<i,lOING WASHINGTON.PENN'"15301 August 21.1969 Mrs.Rose Ann Hall King's Court Apartments -Apt.202 Washington.Pennsylvania 15301 Dear Mrs.Hall: Estate of John Bonazza,Sr.,Deceased The First and Final Account in the above Estate was filed in the office of the Register of Wills in Washington County on July 23,.1969,to No.63-68-1111 of 1968,and will be up for audit by the Orphans'Court of Washington County the week of September 8,1969.at which time you may appear and be heard if you so desire. T[l5.__"'ON[' U"&011' A"t~...CODE.412 -1 \,'J .JAT:wm Very truly yours. d~~'~' J Q!ount!}. ESTATE OF oraurt of orommon JUrus af lIusl1ingmn Jrnusyluuuiu.®rp4uus·Qtoun miuininn 63-68-1111No._ John Bonazza,Sr.,In the matterof thllO-e_-Il-F..Li.r.:ro.l..w.t~8~nUldU_..iF~1.unw8:L.JL_ deceased Account of_---IF.:..Ir..;.c8u.Du:lk..........J'-6._B3oLon~er:a.""'"zz~alL--__ Executor ADJUDICATION AND DECREE And now ,19-6.9-,this matter came on for hearing, audit and distribution at this session and testimony ta en;and thereupon,upon due consideration thereof the6~alg£ce for distribution in the hands of the Accountant is determined to be $3,9.and the account is accordingly confirmed;and it is ordered, adjudged and decreed that the said balance be paid out by the Accountant in accordance with the schedule of distribution hereto attached and made a part hereof,unless exceptions hereto be filed sec.reg.or an appeal be taken herefrom sec.leg. SCHEDULE OF DISTRIBUTION Balance per account _ Additional credit asked at audit 115.68 Balance:_$3,962.61 18.'Pr'O"-'2,'..}$3,944.11PJl·/g~O /2 -Jj-I,?U'5CU4.Q.ol""'V'-'~• Russell Marino,Agent,transfer inheritance ta , including tax due on "transfer"within two rears of death,$28.13 Interest from 9-12-6 to 10-14-69 .15 . Frank J.Bonazza,son,1/4 residue, .Angelo B<;>nazza,son,1/4.residue, John L.B~nazza,Jr.,son,1/4 residue,inc1ud ng e~8h and promissory note of John L.Bonazza Jr.,and Ida M.Bonazza upon which there is a balance due of.$900.00;held in kind and distributed as such at the appra.ised value,978.95 Deduct Clerk's Costs &Receipts 1 Attorney__---lS~Cl,;;;lbwmu.i.ud;utLl_·~A"-J]L._J1L._Jiu::"Ll.ou;;nL."g&.........T.JijQl.llwwn~s..c.e....n.u.d 1 Louis.Bonazza,'Jr.,grandson,child or Louis Bonazz&,Sr.,a Sieceased son,1/),..01'l/4 residue,(W~lls Act of 1947-8ec.l~Oparagra 8).'. .'~':!~'.::t"P~:?'} h 326.32 .:-'~"'.:\.Andrew Bonazza,gra~dson,child of Louis Bonaz a, Sr.,a'deceased son,1/3 of 1/4 residue,'(W 11s Act of.1947"'Se~.11+paragraph 8),.:v..,326.32 ~l .,~. o balance Rose Ann Hall,grand4aughter,child of Louis Bonazza,8~.,a deceased 8on,1/3 of 1/4 I'esid:t1~,{Wills.Act of 1947-8eo.14 paragra 8}';>.,i ,;.., II ,. r- ~o U).<i «::)z .-J a..-_-J. .:x::0:::3:0 c::x:« ",.,Q....u....o=t: t.O -l 0 L.Lt -l 0::r- -·w w (,!) -..J .....-(I)I-Z ~(jJ (/")- <::;)7~-,:C-:::>....').u.);- LL..en cr W « (,Q C:::.3:; II. -~- '. .... 0 > .~ ...::s Z W na ~p:r yot.i c CD ~a 3 0 0 0............~..,a ., 0......... = ~:::r ;: CD ~§, f :::E~~ Form RCC-33 RESIDENT DECEDENT COMMONWEALTH Of PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTION.S COUNTY OF '..WA.S,UlNGTo.N.. Executor and sayS IMPORTANT:This return must be completed in detail and filed in duplicate, Register of Wills of the County where decedent resided;Return is due withi date of death,unless an extension is granted by the Secretary th~.Inhl:!ritancean!iEstate Tax Act of 1991.) :.:.:.;~::~~~::::-::-::_:}u, .....F.BANK J·•.J3.Q.N.AZZA . of the estate of the above-named decedent being duly sworn,deposeS Decedent died ........:r.\l..n~.....l..~,:... (Month) Name and address of attorney or} other authorized representative to whom all correspondence should be mailed. .........•19.JUL.....•r testate leaving a last will,copy of which is hereto attached.} (Day)(Year)LiXileKtX* SCH~IDT~.....ALLISON.&..TOWNSEND 438 .Washington..Trust Bldg.r.Washington,Pennsylvania..VI That as such ~~.~.~~.~QE deponent is familiar with the affairs of said estate and the property con- (Executor·Administ.rat.or) stituting the assets thereof and their fair 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 indecedent'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 NAME~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 forth full v and in'detail all the real property in the Commonwealth of Pennsylvania of which decedent died haVing an interest therein.It also sets forth 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 market value 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~-.-Jofdeposit,savings banks,trust companies,or other insti·tutions,whether individually,'or:'in 't'rust .for any other person or persons giving also separately the accrued interest thereon,if any1·!ioWn~to.the l'a(t. interest day prior to decedent's death in the case of savings banks,and to the date of'.dece<iej{t"~',;;I.eath·· ~:'1 -in all other cases;all bonds,postal saVings,treasury certificates or notes and other.eYiden~~of ¥n- debtedness of the United Stat~s to the decedent;all obligations,whether by sta:tut~o'i:.agr.fqm.en,t th~y- ":/~I_...I ••-J~are designated as tax free,of the United States,or any state,or political ,subdivision',thereof,or'of any foreign country,which are owned at the time of death;all wear:l,ng .apparel,jewelry,silyi!rware,;"pic- tures,books,works of art,household furniture,horses,'C'arria~~s,automobiles,boats,and'any -and all other personal chattels of whatsoever kind or nat,ure,left by decedent,together with the fairly estimated market value thereof;all bonds and mortgages held by decedent and of all claims due and owing decedent at the time of death,and all promissory notes or other instruments in writing for the pa.yment of money of which decedent died possessed,of whatsoever nature,with interest thereon,if any,giVing the face value and estimated fair market value thereof,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 policles 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. In the case 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 liabiiities 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,flnancial 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 th'e character of the business,its location,and such other facts pertaining to the busin~ss 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,to 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.In the case of transfers intended to take effect in possession or enjoyment at or after death,there is also attached to the sehedule a cony of the deed,trust agreement or other instrument creating the trust.TherR is also set forth in said schedule a list of all property,real and personal,with its value,which paE;ses'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,deed,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 i~the decedent's will,if any,died prior to decedent,the dates of their death,their issue,and the 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 instruments 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;counse.l fees ~nd 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 unpaid at time of death;taxes accru~d 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","e","E",and "F"as directed therein,· have been carried forward and properly registered in the Summary. .....::e..o.x 3.5..4,l?ik.e St.r.e..et .. (Street Number) .~~.~~2~~.~.9:.~.~?~.~.~.!?y.1..Y..C:t.P.:i..C:t . (City or Town and State) Subscribed and sworn to before me this !.4..th .. '!ti."""""""""""""C"day of ....Nov.emher......:..19 6.a...~1it!!ffubl~·'·~'·,·····,·, Washington,Washington County,Pa. My Commission expires March 11,1972 / NOTE:Before signing affidavi1.make sure all blank spaces in the affidavit and schedules .annexed are filled in with 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-34 l'-64) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS TRANSFER INHERITANCE TAX RESIDENT DECEDENT SCHEDULE "A" REAL 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 "E".Property hr,-Id by the decedent 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~wealthof Pennsylvania should be (1)(2)(3)/ described by lot and block number,street and street number,together with DEPARTMENTageneraldescriptionoftheproperty,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 encum~rancesupon 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 "FlO and must not be deducted from this schedule. NONE ~ . , .. .. .... Insert thi s total opposi te "real propertyPl,Schedule"A"in the X X X X X "As Reported"column on the last page of this return. Rec -35 COMMONWEALTH OF PENNSYLVANIA TRANSFER INHERITANCE TAX RESIDENT DECEDENT SCHEDULE "B" 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".Inta~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,salari~s 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. 1. 2. 3. ITEM List and describe fully Savings Account -Mellon National Bank and Trust Company(w,u(PJ:J ). Promissory Note,dated March 4J 1966J of 1 Frank Bonazza and Sophie Bonazza in principal amount of Promissory NoteJ dated November,1959,of John L.Bonazza,Jr.and Ida M.Bonazza in principal amount of UNIT VALUE ESTIMATED MARKEl'VALUE 1,182.67 4J 000.00 2J 000.00 DEPARTMENT VALUATION (Do not write in this space) ;(/006-66 Insert this total opposite "Personal Property",Schedule "B"in the "As Reported"column on the last page of this return. x X 7,182.67 ·rRCC-36 romfON'm.\LTH OF PENNSYLVANIA TRANSFER INHEIlITANCE TAX ~~SIDENT DECEDENT SCHEDULE "c" TRA.NSFEIlS (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)Yes (2)Did decedent,wi thin two years 91'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 94 years (b)State of decedent's heal th at time of making the transfer.(Note 1).Good (c)Cause of decedent's death.(Note 1).Cerebral Thrombosis due to Cerebral Arile&-c?:-o (4)Did decedent,in his lifetime,make any transfer of property without receiVing a valuable or ~~~u~te SIS consideration therefor which was to take effect in possession or enjoyment at or after his death? (Answer yes or no)No (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)_ (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)~rx~QL-_ (b)The right to designate the persons who shall possess or enjoy the property transferred or income therefrom?(Answer yes or no)No (6)If the answer to (5)(b)above is in the affirmative,state whether the right was reserved in decedent alone or others --:-_ (7)Did decedent in his lifetime make a transfer,the consideration for which was transferee's prolnise to pay income to or for the benefit of care of transferor?(Answer yes or,no)No (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 trans·fer or by operation of law?(Answer yes or no)No (9)If the answer to (8)above is in the ~ffirmative,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)_ 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. NQTE o 3:List applicable property below in manner in which provided in Schedules A,B,or E. ITEM DESCRIPTION MARKET VALUE (Estimated)DEPT.VALUATION (Dept.Only) 1.ALL those two certain lots of ground situate in South Strabane Township~Washington County, Pennsylvania which are separately bounded and described as follows: FIRST:BEGINNING at a point common to lands now or late of John H.Patton~H.E.Campbell end the lot herein described;thence by said Patton land,South 22°West 107.3 feet to a lot;thence by said lot,North 68°West 416.47 feet to a point in the road;thence North 35°55'East 110.54 feet to second described lot;thence by said second described lot and lot now or formerly of H.E.Campbell,South 68°East 389.88 feet to the place of beginning. CONTAINING one (1)acre. SECOND:BEGINNING at a point in line of public road at the northwesterly corner of the first described lot;thence along or in said road, North 35°55'East 50 feet to a point;thence by land now or formerly of Alpheus Tennant and wife,South 68°East 262 feet,more or less, to a point in line of land now or formerly of (continued) Insert this total opposite "Transfers",Schedule "C"in the "As Reported"column on the last page of this return. RCC-3b CmmON1\'EALTH OF PENNSYLVANIA Tfu\NSFER INHERITANCE TAX ~~SIDENT 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)__ (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)__ (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 heal th 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)___ (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)_ (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 wpich 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 th£'property transferred? (Answer yes or no)_ (b)The right to designate the persons who shall possess or enjoy the property transferred or income therefrom?(Answer yes or no)__ (6)If the answer to (5)(b)above is in the affirmative,state whether-the right was reserved in decedent alone or others _ (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)_ (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)_ (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)_ 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 DESCRIPTION MARKET VALUE (Es timated)DEPT.VALUATION (Dept.Only) Page 2 H.E.Campbell;thence by said Campbell land. South 22°West 50 feet to a stake on line of first described lot;thence by first described lot. North 68°West 262 feet.more or less.to the place of beginning.10,000.00 (1)Above real estate transferred by decedent to Frank J.Bonazza,Angelo Bonazza.John L. Bonazza (all being sons of decedent),and Mary Bonazza (being a daughter-in-law of decedent)._ by Deed dated June 5,1968 of record in the office of the Recorder'of Deeds for Washington County,Pennsylvania in Deed Book"1281_Pa,,e 79k for a consideration or $1.00 -, (2)Above real e ransferred by Grantees above to Fred S.'Gaido.et we,.et al.by Deed dated June 5,1968.of record in the office of the Recorder of Deeds for Washington County. Pennsylvania in Deed Book 1281,Page 80jl, for an actual consideration 0($10 "lOlL.., Insert this total opposite "Transfers",Schedule "C"in the "As Reported"column on the last page of this return. 10.000.00 CCMMONWEt\LTH OF PENNSYLVANIA THANSn~R INHERITANCE TAX RESIDENT DECEDENT SCHEDULE "E" JOINTLY OWNED PROPERTY INSTRUCTIONS:This schedule must disclose all property,real and personal,owned by the decedent jointly with 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 under Schedule "A",plus the date and place of record of instrument effecting vestiture,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-owners to the decedent. Description of Property,Date of Acquisition,Name!unit percentage Estate DEPARTMENT VALUATION Address and Relationship of Co-Owners,'and PIace I Value Share Valuation CAUTION-DQ not WrUe of Record of Instrument,where Real Estate.!In This Space. Value of Value of Entire Decedent's Property Interest NONE i I ". Insert this total opposite "Jointly Owned Property",Schedule "E" in the "As Reported"column on the last page of this return.- ..~.~C.C-37'...(12-63) COMMONWEALTH OF PENNSYYLANIA TRANSFER INHERITANCE TAX RESIDENT DECEDENT ,I j<" SCHEDULE "D" BENEFICIARIES ,RELATIONSHIPBENEFICIARIESANDADDRESSES.\(If step-children .or SURVIVED DATE INTEREST OFStatefullnamesandaddressesofallwho'illegitimate children DECEDENT OF BENEFICIARY ave an interest,vested,contingent or other--are involved,set STATE YES IN ESTATE wise,in estate)forth this fact.)OR NO BIRTH FRANK J.BONAZZA Son Yes 10-5-1910 One-fourth Box 354 -Pike Street ..\, Meadow Lands.Penna. JOHN BONAZZA Son ,Onp._n ..JR.Yes 1-1-1914 Meadow LandsJ Penna. ".,,,;\ ANGELO BONAZZA Son Yes 1-25-1912 One-fourth WaRhinp'ton ppnnlOl .. LOUIS BONAZZA SR.HEIRS MARY BONAZZA Inc"_1.-in-l::l'1 YP~1-17-191~Onp.-hXTO'ft'h WashinQ'ton Penna LOUIS BONAZZA JR.Grandson Yes 6-26-1936 Onp-o;_1 L1 ~ Washin.Q'ton.Penna. , ANDREW BONAZZA.Grandson Yes 6~2-1932 One-eiQ'hteenth Washin.Q'ton Penna. ROSE ANN HALL Granddaughter Yes 11-16-1934 One -eighteenth WashingtonJ Penna. ~ \ h Deponent further says that all the above-named beneficiaries are living at this time except below: NAME DATE OF DEATH RESIDENCE SCHMIDT,ALLISON &TOWNSEND -00-00"00-00-00-00 ..."'.,~,~~~ "....UAttorneysatLaw._v ,_.()."-..~~• :"..~.~1-:'>,438 WASHINGTON TRUST BUILDING ;_~:.D,'\)...:;~ WASHINGTON,FA.15301 .~.Q..~:~.... .~.O·:~.B..,".~=-~-"'...:0 •'-J'~- .~:.f L •Form RC C·lO DEDUCTIONS ALLOWED IN AND AGENT OF THE COMMONWEALTH ESTATE OF JOHN BONAZZA,Sr.LATE OF ...;S.;.o.;.u~t.:;.:h:.:...:.::S:.:t..;;;,r,;:a;;:;b,;:a;;;;n;.;:e~T....;o;...:w~n::.s::.;h::.=!ip"--_ THE SUM OF $~?ff7(..'k~ ~tL STATEMENT OF DEBTS AND DEDUCTIONSCOUNTY OFFICE OF TME REGISTER OF WILLS WASHINGTONOF DATE OF FILING APPRAISEMENT _=.;N:...::o::...;vw.t...-::l~4~'L....::l::.:9::...:6::...:8~_DATS OF DEATH __....l:J:...::u~n=:e"'--'1:--.:2:.:.L..-:1::.:9::...:6::...:8~_ DATE NO.OF NAME OF PAYEE.REMARKS AMOUNTVOUCH"" June 12 1968 Abel Funeral Home Funeral Expenses 1~450 00 ..1?Tom Brown Florist Flowers 26 25 17 Washington Hospital Professional services 43 20 Aug 13 Register of Wills Probate and Letters 17 00 19 Observer Publishing Co.Advertising Letters 14 00 19 Washington County Reports Advertising Letters 14 00 Nov.14 ReQ"ister of Wills Filing Inventorv and AooraisemI:>nt 3 Do July 18 1969 Our Lady of Miraculous Medal Catholic Church Masses 150 00 18 Schmidt~Allison &Townsend Attorneysi Fees 350 00 '22,"r.'lcE,rank J.Bonazza ExP.Cu torIS COTY'lTY'l ;co co ;1"'\'1"\::J!10 100...:__l.'~_'-'__'...l.L.='~.~•.,~",- Waunita G.W.Moore Miscellaneous Notarv Fees 4 00 23 Register of Wills Filing First and Final Account 18 00 Sept.3 W ashin~ton Countv Personal , Prooertv Personal Prooertv Tax ~~~e ()~·'Vv-vf.-~~~(J~~~/}t ~ " - , ..,-, FUNERAL EXPENSES AND EXPENSES OF DECEASED.AS DEDUCTIONli FOR HEREBY CERTIFY,THAT.TO THE BEar OF COMMONWEALTH OF PENNSYLVANIA } A H:COUNTY OF W SHINGTON I._FRANK J.BONAZZA MY \(NOWLEOGE AND BELIEF.THE FOREGOING ISA JUST AND TRU E srATEMENT OF DEBTS. AqMINISTRATlqN SUBMI,TTED TO THE ESTATE OF JOHN BONAZZ r 1.!".HERITANCE TAX PURPOSEs. ,~<,. -29 h -r~~~~4L-L.fLf!--+~~;:t::.~~~~~L-(L.5.)SWORN AND gUBSCRIBED BEFORE ME THIS t DAY OF~be:::~18 69~~--7=-=~~£~~.__.7Jr~..otar~ Washington#Washington CountYJ Pa, My Commission expires March 11,19172 37-138-1 RCC-8\(2-64) CO'MMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS INHERITANCE TAX DIVISION NOTICE OF FILING OF APPRAISEMENT FRJU~K J.BONAZZA (Executor~· IN YOUR REPLY PLEA8E REFER TO In Re:Estate of J_O_HN~..:..B_O_N_A_Z_ZA__:...,_5_':&._'•_ \oJASHINGTON__-------------County -File No.63-68-1111 Dear Mr.Banazza: You are hereby notified that the original appraisement in the estate of John Bonazza,Sr. has been filed in the office of the Register of Wills qf Washington County on November 18 ,19~.Said appraisement reflects the following valuations: Real Estate _ Personal property ~~7~.1~8~2~.6~7~-- Transfer s ---...;170:;.,L10::::;0;:0;..:.;0;:.:0::::....--- Tota1 ..,...-.---'1~7L.J!1.:1::::8::.2:.;:!6~7__ 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 (8%)percent per annum is charged. Any party in interest who is aggrieved by an appraisement may appeal therefrom as provided by law. Date __..JNOlIJoU::YlL!e;amwb.Lle:<Jr~]w;82,tIJ---oool]..;9u.6u;8~_ DATE OF DEATH:June 12,1968 Note:This is not a bill. , f , I:iC4.39 (i'67) '':OMMONWEAL TH OF PENNSYLVANIA TRANSFER INHERITANCE TAX RESIDENT DECEDENT :fILE #63-68-1111 BONAZZA,JOHN SR. FILE #63-68-1111 June 12,1968 SUMMARY m~porrr OF INHERITANCE TAX APPRAISER I.the undersigned duly appointed Inheritance Tax ~ppraiser 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","8","C"and "E". D"ted'~it~~~'{-IN-H-E...I.R-I'""T!:l.A....NC~E~~~:""-'::=:~ REPORT OF THE REGISTER OF WILLS I,the undersigned duly elected Register of Wills in and for _ Count'y,Pennsylvania,do r'~sper:tfully 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. Dated: REGISTtR OF WILLS VALUE AS REPORTED VALUE AS APPRAISED VA~LUE~;~A~S~~RE~'~AP~P~RA~.~I~S~E~D $$$------7,182.67:=7,182.67 10,JOOO.00.__10,000.00 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 ======.~.- 17,182.67 =====._.======:,.-- Valuation of life estates or annuities.. • . . . . •$__ ESTATE TAX ASSESSAffiNTS $ COAWUTATION OF TAXFDRUSEOFREGISTERONLY Tax on $~.__!5~10 $_ ~~:~~;,==-cID=~~-----.- Tax on $.__1!5%$ 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. 3.\LANCE 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%from to $~__~_ TOTAL TAX BALANCE $_ PAID $ FOR USE OF REGISTER QNLY 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 l Administration ~No. IN THE Year .. MATTER OF THE APPRAISEMENT QF THE ESTATE OF J.~HN BONAZZJl,..;:)~•. Deceased Late of...$~.$':r.Wl..aANE County of ....wASH:I.NGTON .. Commonwealth Qf Pennsylvania REPORT AND APPRAISAL / Ill. .,-;-............ i .F,\nnR.CC-2• ..4 i>E~ARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS HARRISBURG.PENNA.17 127 COMMONWEALTH OF PENNSYLVANIA.. RESIDENT INHERITANCE TAX APPRAISEMENT DATE I.IT9.y..~p~:r J?.1 J::9..~~. COUNTY Washington................................................................................. FILE NO•..........................~?::.?~.=.g~.~._.. Whereas,~9.00 ~9P,~.?,;.~..t ~;r..~late of ~.~~.~.:~~.~~. in the County of W.~.$.b.Wt..Qn.Commonwealth of Pennsylvania,having died on 12 th June 68 .the day of 19 ,seIzed and possessed of an estate subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania; Therefore,I,W.R.Ghaney 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 AppraisementDescriptionofAssetValuesMadeforInheritance Tax Purposes I, $ PERSONALTY : I Savings Acct.11ellon National Bank &Trust Company.1,182.6' Promissory Note,dated March 4,19G6, of Frank Bonazza and Sophie Bonazza i:K 4,000.OC PromiseorY Not e.dated November,1959 of John L.Bonazza,Jr.and Ida }'1. Bonazza 2 000.0 ~ Total 7,182.6 7,182 67 TRANSFERS: All those two certain lots of ground situate in South Strabane Twp.,Washington Countv Pennsvlvania •See Deed Book 1281 na,ge 7q2 10J OOO.Op 10,000 00 • fonn~~:~hbl:~::l:h~.w<>rlla~!~~:~:;o~~~~i~tt~:~~~~:..=~~? ~od:'=L..(!'lumber Street)I ........."-_~.....a..,;z ..........~........................................,Penna. (PO"Otllcel WA$ll~NG'rQN.."'F""f"[FUr:. ......LJ I RESIDENT INHERITANCE TAX'~POLJ;EMlfNTANlD.38 Estate of RUSS[u..MARUlO. R~~S.!..SB....o.f ~IJL~SJOHN__.J,3.QNA~·~fA::STn1tb&-}«Jsi~co.,PA"..........-.-.............. Late of s.ST~............................................................................. Date of Death,~Lw.:~~J.:?.J..J.:9.9.?.. Appraisemel!t Docket Vol.,.3..7 . Page,l3..$.~J.:_No...(>J.::::.l'.?-:::l.::+.l.::+... Filed in Register's Office,..~?y..~.?~~....~81968....... Amount of tax due,$:. DEPARIMENT OF REVENUE Received, Examined and Approved,'.. Wrote abo.ut Appra.isement, Appeal f1'Om Appraisement,-. Entered and charged,..,'lit • ~--,..,._.., lin tbp OOrpl1ans'<trnurt nf lIasl1ingtnn <!tnunty IN THE MATTER OF THE AUDIT OF ACCOUNT In re Estate oL .Bona..z.za•...J.Qhn.J~:r.•....._ _No..9.3.~9.~~.:)'J.;J..l 3.r.~..g:~rm,19 ~.9.,AA Frank J.BonazzaExr.Schmidt,Allison &Townsend,Attyse.........................................~-. ~~R Date of death J.Un.e 12 _.l.9.~e_._Date of filing Inventory Appraisement :NQ.Y.L_14..1...J99.~._. ~K TO THE AUDITING JUDGE: Enter my appearance for Pers~:>nal Property Tax Due Washington County,viz: J ITE M Valuation ]969 PDomissory promisso note -Frank &Sophie Bonazza note ~'John L Jr &Ida Bonazza 4000. 2000 Promissory note -Fran k &Sonhie Bonazza '.OOOA promissory note -John L Jr &Ida Bonazza 2000. -.l267 Promissory note -Frank &Sophie Bonazza 4000. promissory note -JohnL.tiIr.&Ida Bonazza 2000. 1966 Promissory note -:if0 hn ·,:L.:cJ4;)&IdaBon az za 2000. 1965 promissory note -J'ohn L.Jr.&Ida Bonazza 2000. . 1961.i: proniissory not e -John L.Jr.&Ida Bonazza 2000. ~ .....\n/iJ, I .YW~C1./IV - ..........::~ (\U I /~ Year Inventory Assessment Valuation 12%Assessment Tax at 10%~:lection 6%Interest Total ClaimAppraisementReturnedPenalty4MillsPalty 19 69 6000 None 6000 21.L.OO 2.40 -.-26.h.0~----- 19 68 6000 None 6000 ---;:>"00 2,J,0 ].4l~Z7 .84 19 67 6000 None 6000 ---2h..OO 2.h.0 2.88 29..28 19 66 2000 None 2000 ...--8.00 .80 1.11"]0.21 1 19 65 2000 None 2000 ...--Roo Ro ,O?If''1 7? 19 6h 2000 NnnA 2()()()--_.A f"If"I Af"I ""f"\11.20 Please make check payable to Washington County Personal Property Dept.TOTAL CLAIM ~,'~hR The foregoing is a statement of all items taxable as they appear in the Inventory Appraisement,Affi- davit or Assessment filed for the purpose of determining the Personal Property Tax on said Estate. ....._..~.7~?:..._..day of.....~~~~:t?................19_.~9......A.V.CAPANO,Solicitor .. A.V.CAPANO, Solicitor I' l~dVt ~. No.63..6.8--111.1:.....3l?-d--qT~,19...6-9....,AA In re Audit of Account in Estate of 1 _I I I I._...~9_na..~z.a,..._J.o_hn...Sr...--.....----.-....-..--._ AUDIT 'raecipr fnr Appearance FOR WASHINGTON COUNTY PERSONAL PROPERTY TAX 'Vp"OO N01:)N1HSVN\ SfillM jO H31SlO3tl ONIt!V~~T13SS0H LEl 01 U~9 130 69, ."0''=I ..,Ii'...,_"I I,,~.:J· ~9