HomeMy WebLinkAboutOC1968-1235 - ESTATE OF PRESA SR·.
. COPY OF INVENTORY
Notary f'uhli.c
daue:hter s xxnxxxxxx:xxxxxxx · xxxxxxxx
VICTOR PRESA, -SR.
Victor Presa,. Sr.,
18th
. September, 68. / s I Dolores Pre sa
(Seal) Is I Anne Verbich daughter xxxxxx~xxx~xxxxxx
Notary Public
My comm. exptres June 10, 1972
3Jnnrntnrg 'anb .1\ppratstmtut of the goods and chattels, rights and credits which . were
VICTOR PR.ESA, SR. · Donora. af ............................................................................................................................................. late of ............................................................................ -..................................................... .
. Washington County, P.a., taken and made in conformity with the above affidavit.
DOLLARS .CENTS
REAL ESTATE
None
PERSONAL PROPERTY
Savings Account,--Mellon National Bank • Victor Presa, in trust
for Dolores Pre sa $13, 500 00
Savings Account--Mellon National Bank ... ~lores _Presa or
Victor Presa -$54.53 1/2-~----_,.. ........... 2'7 77
14 shares Continental Can Co. stock -Dolore~ Press. and
Victor Presa-at 5~-1/~--$771'. 75 · 1/2---..:_;. ___ _ ' 385 ·88
Mellon Bank S~vings Certificate .. Dolores: Presa or Victor
Presa~~$~~0.00 ·1/2··----~--... 350 00
1 .. U. S. Government Savings Bon,d .. -$25 fae~ vatue ... Dolores
Presa or Victor Presa-... :$~!. 34 , 1/2•·-~·-·-·-20 67
l -U. S. Government Savings :Son.d ~ -$ i OC l'ace· value -Dolore~·
Presa or Victor Presa•,..$106. 72 · 1/2,;.. ..... -------53 _36
'l'otal
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COMM:ONWEAL TH
fd
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Form RCC-33 OF PENNSYLVANIA 1j
.DEPARTMENT OF REVENUE
BUREAU OF COUNTY COLLECTIONS
RESIDEN"T DECEDENT COUNTY OF WASHINGTON
IMPORTANT: This return must be completed in detail and filed in duplicate, ·with will attached, with the·
Register of Wills of the County where decedent ·resided; Return is due within one year after
date of death, u~less an extension is granted by the Secretary of Revenue. (Section 703 of
th~ _ _Inh.eritllnce __ /ln!l .E.E!tat~ 1'a,x: Act of HHll.)
IN THE MATTER OF THE ·ESTATE OF · },
VICTOR PRESA, SR. AFFIDAVIT OF
·························· .................................. i.~t~ .. !~ii"·;:;;;-~~ .. -~r: .. d;;;;;;d~~ti............................................................. :EXKClt1mlRc Daughter and Heir
Late of ............... .P..<?..r.!.<?..J.::."l. .. !. .... Y!.."l.?.h~r.!.@..9.P.: ........................................ County ~~%DR
Pennsylvania :.:· .~-;;;~;~~~~: . :.~-~-::_~::_~} "'
............................................................ P..QJ.:=Qg~~ .... P..R~~A.!. ..... <:l..9.: ~ght..~.~ ................................................................................................... .
of the estate of the abc·ve-named decedent being duly sworn, deposeS and sayS
Decedent ·died
Name and address 0 f attorney or} ........... s ... Barry·•-Anderson.., ..... 6.1 . .7 .... Mc.Kean .. Ave ... , ... Donora ...... Pa .•...... 1 .. 5.0.3 .. 3 ....... . other authorized representative to
. whom all correspondence should be. . . . ..... .. ... ... .. ........... ..... . . ........................................................................................................................................ .
mailed.
That as such ............ b.~tr. ........................ _ .. deponent is familiar with the affairs of said estate and the property con-
( J•:x.,r.u tor-Adm inislralor)
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 in decedent's individual name, with right of access by another as agent
or deputy, with the exception of the following:-
NAME AND ADDRESS OF BANK OR OTHER INsTUUTION THIS SAFE DEPOSIT BOX RENTED RELATIONSHIP OF JOINT
IN WHICH DECEDENT RENTED A SAFE DEPOSIT BOX IN NAME OR NAMES OF HOLDERS TO DECEDENT
Mellon Natinn~l Bank andTrust C.n. Victor Presa or Dolores d~nP'hter
Donora, Pa. Pres a
That the contents of said safe deposit box or boxes are itemized under Schedules A & B of this
return, with the exception of the following, for the reasons hereinafter set forth:
That Sc.hedule A attached h,ereto 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 8 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 co""anies, or other institutions, whether individually, or in' trust for
. ~ ' ~-. any other person or persons giving also separately the accrued interest. thereon, if any, c,_down to the last
interest day prior to decedent's death in the case of savings ~anks, and to the date of Jecedent's d~ath
in all other cases; all bonds, postal savingsrc.V~\~~.~r~, ,~~~-~ificates or notes and ot~er ev~<;J.~nc:e) of in-
debtedness of the United States to the deceden~t;; al,l~ Qbi1gatio:n!1>, whether by statute or agreement they • .. _ "'fi•tlllllj,l•W ~ · • . are designated as tax free, of the United State~sJ~~ra{I..PY~t~:=.~~~Gt!or political subdivisi~:m there?f;, or of ~·f!.t 1':' ' • "' " any foreign country, which are owned at the time of aea'th;'lfllall wearing apparel, jewelry; -:silverware, pic-
tures, books, works ·of art, household furniture, horses, carriages, automobiles; boats;.;an~. any arid all
other personal chattels of whatsoever kind or nature, leftbydecedent, together with the falriy'estimated
market value thereof; all bonds and mortga,~tes 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 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 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 dededent; 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 a·ccrued 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 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 mustbesubmitted,· It should also set forth in itemized form, together w:l,th 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 for.th 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 d~cedent, 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 schedule a cony
of the deed, trust agreement or other instrument creating the trust. TherA is also set forth in said
schedule a list of all property, real and personal, with its value, which passes at decedent's death by
virtue of the exercise by decedent, either individually, or jointly with another, or any power of appoint-
ment v.ested._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 s-chedule.
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, 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 vesti ture 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 tmpaid 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", "C", "E", and "F" as directed therein,-
have been carried forward and properly registered in the Summary.
Subscri~d and sworn to before me this ................................ .
.' ~a~~~~!~~ ~ · Y Jtn 10, 187a
. ,-
oiJWAc.{$~----·---~~)daughter
?.?..? .. .T.hg_g?:p_~.9.~ ... A.Y..~.P.:~~---.. -· ...................................... _ .... ..
(Street Numbe-r)
:P.9:rt.9.r.9.-.~ .... P..9.-.. : ...... J .. §.9.~.~---························ .. ···"·················· .. ···········
(City or Town and State) :~ :
NOTE: Before signing affidavit 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 (1·6~)
COMMQNWEAL TH OF PENNSYLVANIA DE~RTMENT OF REVENUE
BUREAU OF COUNTY COLLECTIONS
TRANSFER INHERITANCE TAX
RESIDENT DECEpENI
-.
SCHEDU'u§' ,/A"'
tEAL PROPERTY
Real property in Pennsylvania, with s~otement of mortgage encumbrances upon each parcel at death of dece-
dent. Where property held as joint tencrit or tenancy by entireties, report on Schedule "E". Property hdd by
the .de.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 Commot~wealth of Per.nsylvanla should be (1) (2) (3)
described by lot and block number, Street and street number, together wt 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 farrw· state number of a-FOR YEAR OF ESTIMATED CAUTION eras; also statement of mortgage encum~rances upon each parcel at death DECEDENT'S MARKET VALUE (Do not write of decedent. Taxes, assessments, accr.ued Interest on mortgages, etc.,are DEATH In this space) to be listed on Schedule "F" and must not be deducted. from this schedule.
' ' NONE
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Insert this•total opposite "real property", Schedule ''A" in the X X X X X NONE
"As Reported" column on the last page of this return.
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RCC .. 35
;8'QMMONWEALTH OF PENNSYLVANIA
TRANSFER INHERITANCE TAX
RESIDENT DECEDENT
I •'
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. jewel~y, weari~g 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 wit& accrued interest or dividends, salaries or wages, insurance pay-
able to the estate or fiduciary in said capacity, partnership interests, interest in anyundistributed
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 ITEM UNIT ESTIMATED DEPARTMENT VALUATION
No. List and describe fully VALUE MARKEr VALUE (Do not write in
this space)
Savings Account--Mellon National Bank -~ /3 soo-o Victor Presa, in trust for Dolores Presa $ 13,500.00 /q;J./ ,
0
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' Insert this total opposite "Personal Prope·rty", Schedule "B" in X X $ 1)3,500.00 /;,_,; Coo· oo
the "As Reported" .column on the last page of this return.
RCC-3o
COMMON'I'K\LTH OF PENNSYLVANIA
TRANSFER INHERITANCE TAX
~SSIDENT DECEDENT
SCHEDULE "C"
T!Lt.\NSFERS
(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? (.mswer 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) 1\JO
(3) If the answer to (1) or (2) above is in the affirmative stat~:
' (a) Age of decedent at time of transfer -----------
.(b) State of decedent's health at time of m·aking the :ransfer. (Note 1).
(c) Cause of decedent's death. (Note 1).
(4) Did decedent, in his lifetime, make any transfer of property without receiving a val~able or adequate
consideration therefor which was to take effect in possession or enjoyment at or after his death?
(Answer yes or no) __ ~~~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) ________ _
(b) What was the transferee's age at time of decedent 1 s death? ________ __
(5) Did decedent in his lifetime make any transfer without recei,.ing a valuable and adequate consideration
therefor under which transferor expressly or impliedly reser•es for his life or any period which does
not in fact end before his death: No
(a) The possession or enjoyment of or the right to in~ome from the property transferred?
(Answer yes or no) No
(b) The right to designate the persons who shall poss:ss or enjoy the property transferred or
income therefrom? (Ar.swer yes or no). No
(6) If the answer to (5) (b) above is in the affirmative, state wliether the right was reserved in decedent
alone or others----------------------------~------------------------------------------~------------(7) Did decedent in his lifetime make a tra·nsfer, the considerat::on for which was transferee's promise to
pay income to. or for the benefit of care of transferor? (Answer yes or no) ~~~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) No · ,
(9) If the answer to '(8) above is in the affirmative, was the pover 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 statemelllt 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
NONE
Insert this total opposite "Transfersm, Schedule "C" in the
"As Reported" column on the last page of this return.
MARKET VALUE
(Estimated)
NONE
DEPT. VALUATION
(Dept. Only)
..
·,,(' r' .:••n I\. .-,\1 ~o,) (j
'(:cM~Il)NWFi\l.TH l)F PENNSYLVANIA
'1'\\c\l\:~l·'EH INHElUTANCE TAX
ltF~IDENT DECEDENT
SCHEDULE "E"
JOINTLY OWNED PROPERTY
nsrRrCTIO~S: This scherl.ule must disclose all property, real anrl. personal, owned by the riecedent 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 tmder Schedule
"A", plus the date and place of reccrd 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-o-wners to
the decedent.
Description of Property, Date of Acquisition, Name j Unit.
Address and Relationship of Co-Owners, and Place l Value
of Record of Instrument, where Real Estate. !
Savings Accgunt--Mellon National Bank -
Dolores Presa or Victor Presa--$54. 53
14 shares Continental Can Co. stock -
Dolores Presa and Victor Presa at 55-1/8
I U/2)
I
$771.75 ( /2)
Mellon Bank Savings Certificate -Dol ores
Presa or Victor· Presa--$700. 00 ·. ( /2)
1 -U. S. Government Savings Bond--$25
face value -Dolores Pre sa or Victor
Presa--$41.34 ( /2)
1 -U. S. Government Savings Bond--$100
face value -Dolores Presa or Victor
Presa--$106. 72 (1/2)
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Insert this total opposite "Jointly Owned Property",
in the "As Reported" column on the last page of this
percentage
Share
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Estate
Valuation
Schedule ·"E"
return.
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$
DEPART~~NT VALUATION
CAUTION-Do not Write
In This Space.
Value of
Entire
Property
27.77
385 . 88
Value of
Decedent's
Interest
53.36 lo1r~Jt ~~J..)-'"
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$ 837.68 f 31ro2
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RCC-'J7 (12-63) ; .
C'Ol\11\H.lN\\"EALTH OF PENNSYYLANIA
TRANSFER INHERlTf.NCE TAX
RESIDENT DECEDENT
BENEFICIARIES AND ADDRESSES ,
State f~ll names and aactresses of all who
ave an interest, vested, contingent or other
wise, · n estate)
Dolores Presa
572 Thompson Ave., Donora.., Pa.
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SCHEDULE "D"
BENEFICIARIES
RELATIONSHIP SURVIVED (If step·children or DATE INTEREST OF
illegitimate children DECEDENT OF BENEFICIARY
are involved, set STATE YES IN ESTATE
forth this fact.) OR NO BIRTH
da·:1ghter yes over 21 All
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Deponent fUrther says that all the above-named. beneficiaries are living at this time except below: .. . .
...
NAME DATE OF DEATH · RESIDENCE
No excentions
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SUMMARY
( 1 )
(As Reported)
(2)
(As Determined)
Real Property ......................................................................... ( Sch. "A") $ ...... None ................ . $ .. .
Personal Property .................................................................. (Sch. "B") $ ...... 1·3·;·5·00-.-00········ $ ... /4 . .=r.C?.9-.C?.O.. ..
Transfers .................................................................................. (&h. "C") $ ...... None ............ . $ ···················
· J.oint.ly .. o.wne.d .. P.r.op·e.rty ............................................................... . $ .............. ~.~.!.~~-~---$ ............ F.3/: . .C.I..
$ ....... :.·., ........ ·.,·:.·•""'·;··· s./..r{'.?;~Z.~. . Gross Taxable Estate . ······················•· ·····,···· .........•..•...........
............................ I$ .......................... · .......... ..
$ .. : .... l. ~-··· .3 ~-7.!. f? ~-.< •• : •••
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Form RC C ·lC· DEDUCTIONS ALLOWED IN . J
OFFICE. OF T~l£ STATEMENT OF DEBTS
AND DEDUCTIONS
THE SUM OF ............ $ ......... t.:._f.z.q 00
DATE APPROVED /() -c:?fiC: f _a_~;;?-A~~~~,~~
REGISTER OF WILLS
Washington OF _____ ...::.._ ___ COUNTY
OF THE COMMONWEALTH
Register of Wills, Agonl
ESTA;E OF :\;i' VICTOR PRESA, SR. lATE OF--~5~7~2~T~h~o~nrr~p~s~o~n~A~v~e~·~·~D~o_n~o~r~a~·-P~a_. __
DATE OF FILING APPRAISEMENT ~-af".Y-6f' OATS: OF DEATH _.;:_JU..:.:n:.:.e.;;..._;;2;_;4:.;:>-=..1.:.9.:.6.:.8 _____ _
DATE NO. OF NAMJ;: OF PAYEE REMARKS AMOUNT
1968
July
VOUCHIOtlf
3 Sacred Heart Cenrretery Plots for Evelyn Presa and
Victor Presa, Sr. 1140
Macik Funeral Honrre Funeral for Evelyn Presa 1350
II II II II II Victor Presa, Sr. 1350 .
Sacred Heart Cenrretery Opening graves for Evelyn and 115
II II II Victor Presa, Sr. 115
Marker 320
St. Charles Church Funeral services-Evelyn Presa 80
II II II II II Victor Presa, Sr. 70
Dr. H. J. Levin Medical services 100
Miscellaneous wake expense Evelyn Presa 95
II II II Victor Presa, Sr. 100
Flowers 95
Bell Telephone Co. . Services 40
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Total $ 4970
COMMONWEALTH OF PENNSYLVANIA }
couNTY oF Washington 811'
I, DOLORES PRESA, HEREBY CERTIFY. THAT. TO THE BEeT OF
MY KNOWL!OGE AND BELIEF, TH! FOREGOING IS 'trt~ttf.ft TRUE S_!ATEMENT OF DEBTS, FUNERAL EXPENSES AND EXPENIII!!l OP'
ACiifiiNISTRATI,ON SUBMITTED TO THE ESTATE OF '-PRE:::;A, SR. ' DECEASED. AS DEDUCTION!i FOR
INHERITANC'E TllX PURPOSES. fY () {"{"'
; I (7 ·+ .d -C>('f/tr/Q.-t,g D <"' l:2A L.o.o..-=-( L. 6.) SWORN A.ND BUBSC:RIBED f!!EFORE ME THIS/L ~DAY OP' daughter and heir SJ-Pfenrrber~~ , ,11 68. ~~&-al{~~) ~otatl pij:~~ M~"E. 'J~a$\1\nQUII CO·~\~ ooaora. GOI'.,~ uv .
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RCC-81 (2-64)
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF COUNTY COLLECTIONS
INHERITANCE TAX DIVISION
NOTICE ·JF FILING OF APPRAISEMENT
Informnt
,'
IN YOUR REPLY PLEA8E
REF&:R TO J?.,.-147-8
. In Re: Estate of _____ _;V:...:I:::.C..::.T..:.:OR:..:........::P:...:RES=' '..:.:A:L,=:SR:..:...:..... -----
WASTr:'-NGTON 63 68 1235 ----.-:.:.:.==::..::..;::.:;_ _____ County -File No. - -
Dear lllfli:ss Presa:
You are hereby noti.fied that the original
appraisement in the estate of-Victor Presa, Sr.
has been filed in the office cf the Register of Wills qf Washington
County on October 29 , 1968 . Said appraisement reflects the
following valuations:
Real Estate ---------~-,----
Personal Property ___ ~l~3~,~5:...:0:...:0~·~0~0 ___ _
Jt. Held ~~------..::::8.-~...37w•!-::6:.:=:8 __
Total ___________ ~~l~4~·~3~3~7~.6~8~---
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 froni date of death, interest at the rate
of six (6%) percent per annum is charged.
Any party in interesL who is aggrieved by an appraisement may
appeal therefrom as provided b_y law.
Date ______ O~ct~o~b~e~r~2~9~,~1~9~'6~.8~---
DATE OF DEATH: June 24, 1968
Note: This is not a bill.
-..
•-:/ 'lCC•39 !0·07)
CONIMONWEAL TH OF PENNSYLVANIA
TRANSFER INHERITANCE TAX
PiESA, VICTOR SR.
FILE# 63-68-1235.~
June 24,. 1968 ---~--.
RESIDENT DECEDENT SUMMARY
FILE # 63-68-1235 ftE:POI\'1' OF INHElUTANCF. TAX APPRAISER
I, the undersigned
# 63 Washington
rluly appointed Inheritance Tax Appraiser in and for the County of
, Penn3ylvania, do respectfully report that I have appraised
property as re?orted in the foregoing return at the values set forth
the last colUJT1 to the right in Schedules "A", "B", "C" and "E".
the real and personal
opposite each item in
Dated: 10-29-68 A'l{~A§,ER~ 06-24-68
RRPORT OF THE REGISTER OF WILLS
I, the undersigned duly elected Register of Wills in and for Washington
County, Pennsylvania, do r'•!STl('(: tfull_y report that I have allowed deductions in the amounts
claimed by deponent, except as to tho!:e i terns where a greater o-r lesser a:nount 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: 1-=29-68
REGISTtR OF WILLS
INVENTORY VAILE AS REPORTED VALUE AS .APPRAISED VALUE AS REAPPRAISED
Real Property (Rchedule A)
P~rsonal Property (Schedule B)
Transfers (Schedule C)
Joint-Held Property (Schedule
·$ ·-$ $ ---------------
TOTAL GROSS ASSETS
LESS Debts and Deductions
(SCHEDULE F)
CLEA~ VALUE OF ESTATE
Valuation of life estates or
annuities
ESTATE TAX ASSESSMENTS
' j'
FOH. USE OF REGISTER ONLY
·; 3, 200.00
E) 827.68
::..4 ,32:Z. 68
4.970.00 ·--
22J67 .68_. ___
$ ___ _
~ -------
COMPUTATION OF TAX
Tax on $ !'i% ~ ---~---' ------------
Tax on$ .. ~~ ~
Tax on !!: 9.367.68 ~ ~ _ __.c.56~2::...!•c..:::0~6-
Tax on $ , __ l!'i% $ _____ ~
E~emptions := (':')
To tal Estate ________ , __
TOTAL TAX
Less tax previously paid
BALANCE
Less !'i% of tax if paid within
3;,months after death
JALANCE OF INHERITANCE TAX DUE
Aad interest at rate of H% from
to
•·
$
do '1'
$ ======~=
$ =====:=
AMOUNT OF ESTATE TAX ASSESSED $ _____ _
Estate tax paid
BALANCE DUE
Add interest at rate of 6% from
to --------------
FOR USE OF REGISTER ONLY
$ ------
TOTAL TAX BALANCE
PA]D
ADJUSTMENTS
1]2,200.00
8J7.68
1~~JJ7.68
4,_970.00 ·--========
21367.68
As evidenced by Charitable Exemption
Certificates issued by the Secretary
of Revenue.
~----------------
$ _____ _
$ ______ _
$ ______ _
$ ______ _
$
NOTE: Where subsequent adjustments a.:--e made to the above computation of tax by the
ftegister of Wills, for proper :--eason, same should be noted below, with short
explanation.
Will
Administration t No.· ................... Year ........... .
IN THE
MATTER OF THE APPRAISEMENT
OF THE
ESTATE OF
:V.~q!J1()l1. J?:H.~.A.~ ... ~it.~ ............................. .
Deceased
Late of .......... W.t~.O.Et.A ...................................... .
County of . . . W.A~J:UN.G1P.N ...
Commonwealth of Pennsylvania
REPORT AND APPRAISAL
... ....
1:.'·
fi
DATE ................... Q.c.t.o..be..r. ...... 2 . .9.~ ..... l.9.9$ ............... .
. lJEPARTMENT ·oF REVENUE
'" BUREAU OF COUNTY COLLECTIONS
COMMO:SWEALTH OF PENNSYLVANIA
RESIDENT INHERITANCE"TAX
APPRAISEMENT
COUNTY ........................ ~~.~~.~~.~~.?.~ .............................. .
HARRISBURG, PENNA. 17 12 7 FILE NO •.................... ~?..:.~.~=.~.~?..~ ......... -....................... .
Whereas. . ............................ .Vi.c.t.Qr. .... P.r..e..s.~ ...... $r. .. , ............................................................. late of ................................... P..?~.~~~ ............ ~ ......................................... .
in the County of ............................ Wi?.-.:3.h.;j,ng.t.9..n ....................................................................... Commonwealth of Pennsylvania. having died on
the ................................... ?..4 ... :1:-.h .......................................... 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. Chan~ an appraiser duly appointed according to law t t ·········································································· ........................................................... , . ,
having been designated to make a fair an:l conscionable appraisement of the said estate, and to assess and fix
the cash value of all annuities and life estat::!s 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 Appraisement
Description of '-not Values Made for Inheritance
Tax Purposes
$ .
P.i!RSONALTY:
Savings Account--Mellon National Bank -Victor
Presa. in trust for Dolores Pr-Elsa. 13,500.0) 13,500 00
JT. HELD:
Saving_s Account--Hellon National Bthlk-Dolores
Pre sa or Victor Pre sa. 27.77
1.4 Shares Continental C~n Co. Stock -Dolores
I
Pres a and Victor Pre sa 385.88 I
Hell on B.'lnk Savings Certificate -Dolores Pres a :
or Victor Pres a 350.0C
l -u.s. Government Sa.vings Bend --$25.00 face
value -Dolores Pres a or Victor Pres a 2f).67
l -u.s. Government Savings 3ond --$100.00 face
value -Dolores Pres a of Victor Pres a 53.3t
Total 837 .6~ 83? 68
'Pnt . .!:!l _1.4 .337 68
form~~viw':~hb~': ~:~~~.w~~:?J~~: ~.~ o~~~·~~r~":~i~~.??
~ App~1~r ............................ 2 ....................................................... ~ .... ~;•> , Penna.
.... WA$.l:P:.I'JG.1'9.N~.............................. -co u11ty
RESIDENT INHERITANCE TAX APPRAISEMENT
Estate of
VICTOR PRESA, SR.
Deceased.
Late of
DONO.H.A
D.ate of Death, ................ J..W'J..~ .... ~.4, ..... l..96.8 ..................... .
Appraisement Docket Vot, .............. }?. ............................... .
Page, .... .+.47.::::.~ .......................... No ... 9.3.::::.9.~::::+..?.3..5. .......... .
Filed ill Register's Office, .. .9.gJ~9.1:?..~r. .... ?..9..,.J9.9..$. ... .
Amount of tax dtte, $ ................................................................... .
DEPARTMENT OF REVENUE
Received,
Examined and Approved,
Wrote abo.ut Appra.isement,
Appeal f1'om Appraisement,
Entered and charged, ....
j
' J
,4
.~ . =::]l
.-FormRCC-4-Rl-3-66 ~a COMMONWEALTH OF PENNSYLVANIA RESIDENT DECE~~V I
978905 OFFICIAL RECEIPT
No. Transfer Inheritance and Estate Tax File No. 63-rlS-1235
Date :;opt. 20 19__Q_S
Office REGISTER OF WILLS. UAS~il!, ': 1'0~ ;. Pa.
: 8 (: i n;n 't'\Je County, ss: Received from Atty. D. Barry Anderson
(Executor, Alimlr~~ of the estate Ollf -----~V~I~66-• ·~::.tot-1~., -il!'-:1 .. t:bd').l' ai:J~\:--.,-JH~'nl4:11i ___________________ _
whodied June 24, 19___(i,Shesumof V"n.:-:.·, HIT:tD,.j·.t~ r::•'1'"'":-:'~Y-l'OU~: and no 100--Dollars,
being TRANSFER INHERITANCE TAX and/or ESTATE TAX due the Commonwealth as follows:
Appraisements Made and Filed
Real Estate
Date
Personal Property
Date
Vciiuatlon
$. ______ _
$'------
Total
VClfuatlon
$, ______ _
$. ______ _
Total
Total Gross Assets
Less Debts and Expenses of
Administration
$. _____ _
$. _____ _
$.
$. _____ _
Computation of Tax
Tax on$ 5% $
Tax on$ 10% $
Tax on$ 0~ Acct. 6!'1 ),:J '1~ $ 5t>2.10
Tax on$ 15% $
Exemptions * $
Total Estate $
Total Tax $ 552.10
Less Tax Previously Paid (if any) $================
Balance $ ------------
Less five per centum of tax if paid 28 10
within 3 months after date of death $ •
Clear Value of Estate
Valuation of Life Estates or Annuities
$. J!-:TIG'\'l'l.&r'fi 1 Amount of Estate Tax Assessed under
the Act of May 7, 1927. $ ______________ __
Date 19__ $·-------
________ 19__ !::$===================
Estate Tax Assessments
Date 19__ $'--------
________ 19__ !::$ ============
NOTE: In accepting the transfer inheritance tax on future estates prior to the death of the life tenant or tenant for years, as evidenced by this receipt, it is understood that the Com-monwealth shall not be precluded or prevented from hereafter assessing additional inheritance tax at the death of the life tenant or tenant for years whenever it appears that such additional tax may be legally due and collectible for any reason whatsoever.
LJOOD~[LD@£LJ[E 37-147-6
NOTE: This Triplicate Receipt to be retained by the Register ol Willa and liled in numerical sequence for audit purposes.
Add interest at the rate o %
from ____________________________ __
to--------------$========
Total $ 534.00
* As evidenced by Charitable Exemption Certificates issued by the Secretary of
Revenue under Act of May 28, 1956, P. L. 1757, effective June 1, 1957, as amended
by Act No. 381, approved July 11, 1957, and Act No. 207, 1961. Section 302. SEJ
( / t. ~~d-f # ,f~, I,...J. t 0
Register of Wills
IIOOR! BUSINESS FORKS, INC., ELIIIRA, If. Y,
FORM RCC-4-Rl
TRANSFER INHERITANCE and/or ESTATE TAX,
RESIDENT DECEDENTS.
RECEIPT
31 147 8 Docket Page ______ ~Iwjne ______ __
VICTOR PRESA, Sll.
Estate oL _________________ _
OFFICE OF REGISTER OF WILLS
WASHINtTOli _____________________________ Pa.
September 20 . 68 Date, _____________________ 1 g __
SIGNED AND SEALED AS PROVIDED BY
SECTION 1201. ACT APRIL 9. 1929. P. L. 343
AS AMENDED l!Y ACT MAY 15. 1945, P. L. 528
RUSSEtt MARINO
Register cf Wills
-.. .... .-
1201. (g), Act of April 9. 1929. P. L. 343. as amended, viz:-"To receive from Registers of Wills all duplicate re-ceipts for taxes paid to them by executors or adminis-trators and to charge the Registers receiving lhe money
with the amount receipted for. The original of each such
receipt shall be signed and sealed by the Register of Wills and transmitted to the executor or administrator, whereupon it shall be a proper voucher in the settlement
of the estate. In no event shall the executor or adminis-
trator be entitled to a credit in his account by the
Register unless the receipt is so signed and sealed by the Register of Wills." •
Fill in below name and address of person to whom
tax receipt is delivered:
I
To ATTYS • S BARRY ANDERSON
~61~-=7~l~tc~K=EAN=· ~A=vs=.~=•=m~-----------
15033
L
•
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