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Home My WebLink AboutOC1969-0420 - ESTATE OF BELLI~~------~.----~.------~---~------......------- Testate Form PETITION SUR AUDIT IN THE ORPHANS' COURT OF WASHINGTON COUNTY FRANK BELLI Estate of .............................................................................. . No .. f?.J::§9::~E_Q _______________________ ----~----------------A A. Fiduciary ................................................................. . ........ An.4.r~~--B~ll.l .......................................... . Deceased ~~~ ~~~ Decedent's death .......... M9-J:~h __ g_J±~ ... +.9.69 ..................... Grant of Letters ............... AP.:rJl .. 3 ...... .l.96.9 .................. . This is the ......... F.:i:r.::?.t. .. ?.J)._g __ FJn1?:l-............................... account filed in this estate If there have been former accounts filed in this estate, list file number or number and term .................................... . No Election to take Date Election Place of; Under or Against will. (cross out one). ---•' Filed ............ :..................... RecC>f!? ')·-t~es,·i-e·------------- Name of surviving spouse ............ N.<?.~~---··································································-~---·····························: ................. . List issue, where material: Andrew Belli Ann Venturini Marian Pascoe - Cantita Toninerr2 Did decedent marry after execution of will? (indicate) Xis. No. Any children born after execution of will? (indicate) Yes. No. If answer yes, name them ................................ ~----······························································································ . . ~ . -.. --........ --.... -----....... ---..... ·-----.. -.... -................... -.. --.......... -.................... ~ .... ---.......... -...... -...... -.. -..... -.. ----.................... --...... -.... -.. --........ --............ --.... -.... -.......... -...... -.. ----........ ---.--~-.. -.. -...... ~ ...... ---.. -. Leg.atees Andrew Be 11 i Ann Venturini Marian :Pascoe Cantita Toninecz List, if exceptions to above: If partial intestacy, give facts: Adeemed: Relationship son daughter daughter daughter Revoked: Interest Fiduciary, if deceased or not sui juris realeestate 1/3 remainder 1/3 remainder 1/3 remainder 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 paragraph C: Section 6: Subdivision c) received written notice of the filing of the account and of call of audit? Yes. No. If any exception give cause: ............................................. . File copy of Notice -- and date of mai I ing ...... J':l:9.Y.~.~)?.~;r ... ~.~ ... J...96.9 .................................................................. , ........ ,.,,. .. , .... ,,,, ........ , ... ,, ... .. _ ..... , """- ..;.. '.-.. ~·· ~ .. • ~..c· ~ ...... Is estate subject to the filing of a Federal Estate Tax Return? ................. N~---·······················"·······················'···········" Actual payment made on Pennsylvania Transfer Inheritance Tax. Amount $ ........................................................... . If the Will makes any portion of estate' subject to a life-estate, give name and birth date of life tenant.. ................... . No Give Names and addresses of all unpaid creditors who are legally enititled to notice, together with the amounts of such claims; state whether they are admitted to be correct; and whether the claim is denied. none 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: None Balance for distribution per account, Itemize any additional debits not shown by account: Total additional debits (Add) ltemi~e any additiOI")<;II credits not shown by account: ow< Total additciCHUII crecfiis~S~tract) c:::>o x:~ ....:( -""" (_) Balance Jor caistributigl1~,;:;;e c;::) ..;;:;- $ .. 13 _ _,_95.B.!.79 ............ . $ ................................... . $ ................................... . $.J-.3..~..9.5.~_._7.9. ............ . a ....J ... o If balf~cr f<K:distrib~i~ ~not in cash, list ea~h item held in kind, giving appraised Value (or distribution Value); Uis~ibu~CB~s not in cash (the value of real estate is $6,500.00) ---..4 -:> ::::> (.? Cl) t.J- ~;-'cio c:::> ,,..._ .... 0:: li.J <t o::;= ---:. ...... If Family Exemption claimed by Petition, give place of Record: .................................................................................. . If F 'I E . . ·I . d ·t d't . I t' h' d b · f Cl · · ~ 1 000 • 00 am1 y xempt1on IS c a1me a au 1 , g1ve name, rea 1ons 1p an as1s or 01m ........ .'P.. ... L ..........•••..............•..•. Andrew Belli, son, Frank Belli, deceased, lived with son Andrew Belli, List any advancement or distribution on account that has been made, and nature and amount of same: Suggested distribution of balance shown, both as to principal and income, attaching signed and itemized elections to take in kind if balance is not in cosh: ~residuary shares being stated in proportions: ·· Clerk 1 s Cost 1 s, etc. Family exemption $1,000.00 payment of Inheritance Tax Andrew Belli -real estate located in the second ward of the City of Monongahela, Washington County, Pennsylvania. Size: 33 feet by 50 feet more or less on Parkinson Street $6,500.00 .1/3 balance to Ann Venturini 1/3 balance to Marian Pascoe 1/3 balance to Cant ita Toninecz COUNTY OF WASHINGTON, SS: COMMONWEALTH OF PENNSYLVANIA. The above named Fiduciary or representative thereof, being duly ______________________________________ doth depose and say that the facts set forth in the foregoing petition are true And your petitioner will ever pray, etc. to the best oL ............................... knowledge and belief. ---···············--·------------·····----------to and subscribed before ~e th;s./"/_f:_AJoy o;;/)~ h.~~--_______ ]9_,, S1gnature of Offlce/i .... t:::,..J,.,.._&_____ . . .. ... . ....... Ll.-::U&tf~(J£ .. ;3.-:el?:~.---·----············--·- Title of Offic:er---··/Y._'-Cil.r..~ ..... .t:.f!J6.C ......... . Offi~e · expjYeS:'!-.l{~./: ... l.t ... /.f..1./ .................... .. \ :' 11 '' '' . ..,• mMrlt., .:~,. I . . •· •..• 11:-~tt• \1 ••• )" 0 ~ -• ccur. ~ 1~)' l>:-f""''I."J' . •· :. . '_;. ... ,,. 1\"'1~\:')(\ ~-........................................................................................ ~ ..................................... ! ......... !' \·;\, t(' ,. ..-";;. ~ _., ' • •I •· No. Q3.::9.9.2!f.?.Q ..................................... A.A. Estate of ....... F.:r?.-nK.J3e 11 i ... -.............. -...... --.... -...... --------........ - Deceased Fiduciary ..... AJJ..9..rew Belli ---------------··--------------------------- PETITION 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: paragraph b-e; 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 Wi II. 6. Copy of inventory and appraisement. 7. Proof of advertisement of grant of letters if not filed with account. '•, ' r 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. ··ftJ-'·-~tt~;;;y· ) ·. 'r , .. -:_ ' . I ' ' .:. ' \' \ ..::;, . ' } -:~ "") _,; ·~ 111 --.... .. . IN THE ORPHAN'S COURT OF WASHINGTON COUNTY, PENNSYLVANIA ESTATE OF ----~----FEANK __ BELLI_, ___ q~~~~~~g __________ No.J?3_":"~9_":"!-f.?_Q ___ of 19_~9 ___ A. A, ____________________ . NOTICE OF FILING ACCOUNT AND AUDIT To the Heirs, Creditors and Other Persons Interested in Said Estate; ., Please take notice that the first and final account of _________________________ And.:r.e.w ___ _B~_l._l._i ___________________________________________________________________ _ ·-------~;?l;_?. __ Q_y:tf_Q_;r ____________________________ of the above estate, was filed in the office of the Register of Wills of Washington County, Pennsylvania, on ________ QQ_t_ .. ______ 2_Q_,. ____________ l9 ... 6.9 .. , and docketed to the above number. Under the rules of said Court, said account will be assigned for audit in the Orphans' Court courtroom on the Third Floor , of the Courthouse, Washington, Pennsylvania, sometime during the week beginning_D.e.c.A ____ 8_, _______________ l96.9..... The pre- cise time will be posted on the bulletin board in Office of the Clerk of the Orphans' . Court~XX~~-:ZXXXZ.~~. submitted, __ N_¢?:_~-~~?.-~ ____ §_J! _____________________________________________________________ l9.J?.9 __ _ ------------------·-------~-----: _______ (? ·---~--~------------------------------t/Attor"t;~~Estate 14 041¥0-.,.,0W,C __.,_ .. oo .. _,•~w--,...._,, --~ ~~ ,. :~-~ C!!ommouwraltl1 of Jlruuaylnanta. t na: llaal1iugtou <!1nuuty. \ KNOW ALL MEN BY THESE PRESENTS: Whereas, at Washington, in the County aforesaid on the 3rd. day of April A. D. 19 69 , before me, Russell Marino , 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 Prank Belli late of Monongahela in the County aforesa-id, deceased, (a true copy whereof is to these presents annexed), was duly admitted to probate; and Andrew Belli the Executor in said Will and Testament named, having appeared before me and taken and subscribed the oath of office prescribed by law; NOW, THEREFORE, I, . Russ'e 11 Marino , Register as aforesaid, do grant these LETTERS TESTAMENTARY, unto the said Andrew Belli 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 3rd. day of in the year of our Lord one thousand nine hundred and Sixty Nine a .,_ ~~/%~ ................. .. .......................................................... '?!. ................. .. Register ! . .,· .... :::+) ~ tl ..... = ~ oM a II. rl tl 0 rl (I) ..... 1.11 CQ N tSl ... t ~ ~ ~ s Ill Q 1.11 d e H fi. b ..... ~ ~ I ~ . ~ ~I . ·-------..... ........,_ LAST WILL AND TESTAMENI' OF FRANK BELLI I, Frank Belli, of the City of Monongahela, Washington County, Pennsylvania, being of sound mind and memory, do make, publish and declare this my Last \!/ill and Testament~ hereby revok~' ing any .and all wills by me heretofore made. FIRST: I direct that. all my just debts and funeral 1 expenses be paid as .soon after my decease as may be found .convenient. SECOND: My house and real estate, together with the household furnishings therein, located in Monongahela., Washington County, Pennsylvania, I giveJ, devise and bequeath unto my beloved son, Andrew Belli. THIRD: All the rest, residue and remainderof my estate, real, personal or mixed, of whatsoever nature or whereso-. tl ever situate, I give, devise and bequeath unto my three (3) belovej daughters, Ann Venturini, Marian Pascoe and Cantita Toninecz, s~~re and share alike and to be equally divided among them. FOURTH: I hereby nominate and appoint my beloved son, Andrew Belli, as the executor of this my Last Will and Testament. thi ,,-:--;~-· s ~~/-!-"' Testament. WITNESSES: IN WITNESS WHEREOF, I have hereunto set my hand and seal day of . -... .:::, ~ 3-~'1-'f-?-J> J\ffibuuit ®f Exrrutnr ®r i\1tmtuistratnr ~tatr nf Jrnnayluania. f a.&: (!J.nunty nf lllllaa}Jingtnn ( Personally before me, the undersigned authority, a ......... .N~1?.§..~Y. .... :P.~J?..f.:J.9 ............................. ..in and for ~aid Oounty and State, appeared ................... .A.nd.r.S?.W ..... B§J .. l.1. ................................................................................................... who, being duly sworn according no law, deposes and says that he is the executor or administrator of the estate of ......... F.r..9-.D.K .... BS?.J1.i. ................................................................................................... deceased, that the foregoing schedules constitute a complete inventory and appraisement of the real and personal estate of.. ......... F.r.a.nk .... Be.l.li ...................................... , deceased, except real estate outside the Commonwealth of Pennsylvania; that the figures opposite each item of real 'and personal estate in the foregoing schedu[es 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. day-~!ltiEibed;:~~~et~~~~~~-} ____ £~~~.~~:-- ADDITIONAL INSTRUCTIONS An inventory must be filed ithin three months after appointment of personal representative. A supplemental inventory must be filed within thirty days of discovery of additional assets. 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 and 3 Oopies and 2 RCRI-33, Over $50,000, including 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 1hturutnrg nu~ l\pprni!lrmtut of the goods and chattels, rights and credits which were of ............ F.r.ank .... Be.ll.i ............................................................................... .la.te of ......... MQ.UQngahe..la .................................................................... .. Washington County, Pa.: taken and made in conformity with the above affidavit. DOLLARS PERSONALTY Savings Account in the Western Pennsylvania National Bank #24661 9,489.51 REALTY Real estate located in the second ward of the City of Monongahela, washington County, Pennsylvania. Size: 33 feet by 50 feet more or less on Parkinson Street Total Inventory 6,500.00 15,98 51 CENTS ·~a ·~oa NO.Lb~rti!ISVJ~ S ?"ill M ::10 'tJ 3LSJ~ 3 U ONJHttN -:nJ:ssrnJ ~ ~ "' r-i ! I : : i ! i i i ! : ! ! : : ! j ..... -.o I STATE OF PENNSYLVANIA, WASHIINGTON COUNTY, ~ SS: ""\ The wif'hin named Accounton't being duly sworn according to law, depose and say that the above account as stated is true' and correct as ......... JlE ........................... verily believe . Sworn and subscribed before me this .... ~ .. ?..~{. e_,~ r,Jt~--------------·-------···· 19 ... ~~---·· day of j_J~..,nne~---· _____ ---·····-········ ·---------------- NOTARY PUBLIC ·. My Commissioi! Expires Ssptember 14, 1971 - Mcncn;;;ahe:ia, Pa. Washington County Wa:shington County, ss: --·-------- ... 0 ,. +-' 1'::1 ::l 0 ~! <) <) ~ ~ ~ !...:J I i 0 !~ 0-1 Jj:l E-< H H H ~ ~: E-< H: fr-1 I~ I i r:n Hi Hi r:z:1 j:ili @ rx:li ~: [!Ili :c:c: ~: ~~ ~: 8 c:c:: (/) ~: -~ ~: ~ @j fr-!i H ifr-1 <c:i 0 z .. ,&~~t~~~'::.hEe€!@; ____________ _ ·- I do certify that I have given leg'al notice 'to all persons concerned of the filing of the within account in the manner prescribed by Sta't'u>te and Rule of Court, as evidenced by proofs thereof filed to No ...... b1.-:.b.1..~J.~~----···· Witness my hand a~d official ·seal this __ r?llj_-y._ __________ __ ----------Ch1·----------·:···--19bY ... -~.11~---········· Register of Wills I • ~ ~ ~... . \ I ' ~ ,..... ,. . -· ~ ~3:;.-(p 7 ~ 1/-~ o, L , ' ' " '-:.r \ .. . •' .. I I tt• •• ... ' .. ' ·• -., -,. ...... , ... ._· .. • ,~ The Court is respectfully requested to determine proper distribution in this estate. t . ' The First and Ftnal Account of Andrew Belli, Executor of the Estate of Frank. Belli, deceased, late of Monongahela, Washington Coun.ty, Pennsylvania. ' The Accountant Charged As Follows: As Per Inventory Filed $15,989.51 TO'I1AL ASSETS OF ESTATE $15,989.51 TOTAL AMOUNT OF CREDITS 11/.\IMED BY ACCOUNT.:\ 2, 330.75 BALANCE DUE $13,658.76 ' :; ... The Ace uhtant Claims Credits Out~. Of The Assets Of Said Estate, To-Wit:- DATE NAME OF PAYEE REMARKS :DOLLARS: CENTS June , 1969 Register of Wills Letters Testamentary, etc. June , 1969 Witnesses on Will (two) 39 .50 10.00 14.00 12.50 June , 1969 Washington County Reports, advertisement June , 1969 Daily Republican, advertisement June , 1969 L. M. Frye Funeral Home, funeral expenses June , 1969 ~osep~ J. Benedict, Attorney's fees June , 1969 Andrew Belli, Executor's fees June , 1969 Register of Wills, Filing Inventory and Account June , 1969 Paul W. Nelson, notary fees J '. TOTAL ACCOUNT .. .. 1,230.00 500.00 500.00 21.00 3.75 $2,330.75 • Washington County Reports 63 SOUTH MAIN STREET 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 ( ss. Personally appeared before me, a Notary Public in and for said County and Commonwealth, CHARLES C. ·KELLER, who, being duiy sworn, deposes and says: that he is the Editor of the WASHINGTON COUNTY REPORTS, the official legal periodical for said Washington County, publis11ed weekly having its place of business at Washington, Washington County, Pennsylvania, and is act- ing as its agent in t'his behalf; that the said WASHINGTON COL'NTY REPORTS was established on March 31, 1920, and was designated as the. official legal publication for Washington County, Pennsylvania, by orde·r 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 0.1 the following dates: ............ AP..r..i.J .... ~.4.~. .... l.9..6.9. ................................... .. ........... }1~.Y ... J.~. .... ?..~. .... J.')..6.9. ................................... . that the affiant or the corporation in behalf of which he is acting is not interested in the subject matter of said notice or advertising and that all of the allegations of •hi• '""'"''t?J/;:tl{r'"'.~:.l['l~~ · ----_____.,. Editor Sworn to and~ribed before me thi~---_ ... ---~ ~ ----··---·---------.,J ...... 8t~7-day, of... ....... ~ ..... Ma.y .................. , 196 ... 9 .. . :~::-:=~~~ Wasl1in!Jton, Washington _eo., Pa. My C~mmlssion Exp1ras Nov.:::n!Jcr 1, 1069 ~ •.• c,. .-. ' .. Estate Notices ··" The Register of Wills has grani~a Jetters, testamentary or of administration;·ii}li;,-ibe following estates. Notice is hereby·· given to all persons indebted thereto·. to make . payment without delay and to those't'hav- ing claims or demands to present them: for settlement to the Executors or Admin-· .istrators or. their Attorneys. • • • • • • • • • • • • BELLI, FRANK, Dec' d. eLate of Monongahela, Washington ounty, Penna. Executor: Andrew Belli, 424 Parkin-son St., Monongahela, Pa. 15063 Attorney: Joseph J. Benedict 253 W Mam St.. Monongahela, Pa. '15063 · '' Ill ,,., ' f ! THE DAILY REPUBLICAN MONONGAHELA, PA. 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 1 ss: State of Pennsylvania i Personally :Speared before me, a Notary Public in and for said county and state, -~-~---~---~ __ p _______ ~~~~-~ , who, being duly sworn, deposes and says: thaL ________ she ____ is the ______ b.o.okke.eper __________ of The Monongahela Publishing Co., a Pennsylvania corpora- tion, and its agent in this behalf: that the said company is the publisher of The Daily Republican, published daily except Saturday and Sunday, having its place of business at Monongahela, Washington County, Pennsylvania; that the said' Daily Republican was established in the year of 1846; that the printed notice or advertisement, attached hereto is a copy of a notice. or advertisement, exactly as printed or published, which appeared in the said newspaper in its regular issues on. the following dates: .. Aprll2.3_, ___ .)Q. ___ aruLMa;v ---7~---1-969------·-----------------------------------------------------------------------·-------------------- -----~~~~-~---NQ~Jg~ ___ _; _______ F._MNK ___ B~l~,:-----~------------------------------------------------------------------------------ lJn tqt ~rpQnust C!lnurt nf llas~iugtnu Olnunty :,:: ::tt;;~:~:::~:fiA"o~nt: ~ -························-························································ ...... ·-I No .... QJ .. ::.Q.S)::.~f:.Q ............................. :, .19 ............ , A.A. TO THE AUmTING JUDGE: Enter .......... IITY ................................... appearance !or ............. AJ:J.5J.+.:~:l&. .... ~.~J.J.1-._, _____ J;;_~-~~~-'!-:lJ;; .. Q.f ... .9..f. .... t.h.~ .... ~t?..t..?.:t..~ of Frank Belll ••••••••,.••••••••••••••••••••~•'"'•~•••••••••••••••••·••••••••••••••••••U•••••••••••••o••••••••••••••··•· ••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••·••••••• •••••·•••••••••••••u•••••••••••••••·•••••••••••••••• p~;:,-~ ::~~~:;;~·~ N.B.-Counsel shall, by separate paper, present a concise statement of each claim, with supporting calculation of any interest claimed. Objections to an account as filed, shaH be concisely stated in a separate paper Counsel su;~gesting proper distribution shall file a separate concise statement in that regat·d. > • .. . : ~;::;o .. ..., __, :t>m:::o c:::> WQC: -:r -(/) c.... z (f.l (i? ::z:,. r- -; z G') i11 !~l., rv m -I ::Or-0 r-:...v -, z 0 0 ~. '1 :-Jt: 0 -o ... 0 ~ ;x:.. .. ::r ; ::: ~ -or-z ,....., ::t>r-0 . (/) -C" Q In t4t atnurt nf C!!nmmnn Jlen.a nf lln.a4ingtnn <trnunty. Jr_nn.aylnnnin. ®rp~un.a • atnurt tlini.sinn ESTATE OF No.--~6-L3=-6>!-9L::.-::J,j4o!.a2.l.£.0 ______ _ Frank Be 11 i , deceased, In the matter of the Pirs t end Fina 1 Account of Andrew Belli, Executor ADJUDICATION AND DECREE And now January .la1-? , 19__1Q_, this matter came on for hearing, audit and distribution at this session and testimony taken; and thereupon, upon due consideration thereof the b~lang8 fa£ distribution in the hands of the Accountant is determined to be $ 1 ,b' •'l0 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 ________________ _ Balance ____________________ _ Deduct Clerk's Costs & Receipt~--------------- Atttomey ______ J_;•;...._J...;•:.-....B...;e;.;;n.;;.;e;...;d...;i...;c;...;t;..._ _______ _ I Russell Marino, Clerk o. c., costs in certifyin~ real estate to Recorder, 1 .Tohn D, vJoodward, Recorder, costs recording cer~ tification of real estate and registering same,] $ 13.658.76 $ 13,658.76 31.50 $ 13,627o26 ' ~.~ef-?CJ . tt:: c~ .p--s·.-..s-o ~..w ,.. ~. I 00 ~L'971~ ~ !&Jf~~ I $ 13,~, 623. 2b:v-~~' ~«-~/7C/ / l.J.2l ' ){J; ' ;;;-., J ~$ 13,615.51 ;;Jrv)r I I 1000,00' $ 12,61.5.51 Russell Marino, Agent, transfer inheritance tax, ?56.93 I $ 11,858.58 Andrew Belli, Family Exemption, as requested at audit, Andrew Belli, son, specific devise of real estate . d~ <,t.p-7CJ ?"8' as hereinbelow described, held in kind and dis -1 , Pc.u-;( ~7r', tributed as such at the appraised value, I 6500,00 ~ .fln~ ' $ 5,358.58 ~ Ann Venturini, daughter, 1/3 residue, Jl.1arian P:9.scoe, daughter, 1/3 residue, Cantita Toninecz, daughter, 1/3 residue, REAL ESTATE TO BE CERTIFIED TO THE RECORDER 0 BY THE CLERK OF THE ORPHANS' COUR Frank Belli, devisor, to Andrew Belli, devis and interest of the devisor in and to parcel of being located in the Second Ward of the City of County, Penn'a; VIZ: FRONTING Thirty-three ( 33) feet on the 1rJest 1786 .. 20 1786.19 1786.19 No balance WASHINC TON COUNTY DIVISHN e, all -the right, title real es-tate described as, Monongar ela, vJashington ide of 1arkinson Streetin r • r i I ... "' ' ' 0 ~ ~- .... £' :J. z ty rn .... p i 0 :r v-t• r:: co ~ a 3 0 0 0 .... .... fif -· ""' M a t 0 a· .... g. t> = (I) ~ g, ~ ~ ~~ ~ ~ ,_ '- --~ ."*-- ·-·· in said city:, and extending back lnTestwardly bea ing eve width throughout a distance of Fifty (50} feet, more or less, to erected thereon; bounded on the South by lands of Willi Harri on the North by lands or J. B. Hayward, Jr., on the We t by ot of Ga.lon s. Yates and Anna Yates, his wife, and on the E st by BEING the same premises which John Zurlo, Wi ower, b his deed dated December 7, 1935, and recorded ih the Recorder' Ofrice of said Washington County in Deed ·Book Vol. 601, page 681, gra.nted and con eyed unto John Zurlo, Jr. and Gert·rude B. Zurlo, his ies of he first part hereto. See Deed Book Volume 776, page 207. CERTIFIED TO RECCR DER: J NUARY 2 , 1970 ' . / " > z ::J ? 0 n :f ..... 8 ~ (I) eJ ~ c . 3 ~ ..... 0 t:V (I) 0 :::1: ~1J 0 ..... (I) i--.... ., 0 ..... ..... ~ ::J" ~ (I) = t a N s ~ a ~ ~ ..., -....: ..:;;: ;::, c=> ----.;;:; )'> rt1 ;p c: c._ r·-(/) GJ ::0. :z:: -(/) ::P.: --(/') (j") f11 ..,.__ --l ir1 f"V ""'- G') r.; r-'-"-' 0 -I ;tJ. ' 0 C> ... ~ -q ~ -o 0 :&;>· ::::X 0 ::![ ~} ~~ -r-.=::: \) ~--0 ..c )> <::::) Form RCC-33 COMMONWEALTH OF PENNSYL VAN lA DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS j ~Jj:SIDENT DECEDENT COUNTY OF ........ WAS..HXNG'l'O.N ....................................... . iMPORTANT:. This return must be completed in detail and filed in duplicat~, with will attached, with the· Register of Wills of the County where decedent .·resided; Return is due within one year after date of death, unless an extension is granted by the Secretary of Revenue. (Section 703 of the_I_n}Jeritl:l.nce __ l:l.n!I.E.~tate _Tal(: A,ct of 1Q61.) IN THE MATTER OF THE·ESTATE OF } AFFIDAVIT OF -----~~<'Q~-~==t~~~;~·~;.;; -·. . -· .. ---::.:~TOR Late of ............ ....................... . . . . . .... .. . . . . .. ... . ... . . ....... ...... ............... County State of ............................. P.§PD.f?.Yl.Y.P.,Pi..P.,.: ..................... : ..... }· -ss: Cou~ty of ....... Wa.s.hingt.o.n .................... :············ .. ··· ! Andrew Belli ...... Executor Administrator of the estate of the above-named· decedent being duly sworn, depose and say l)ecedent · dJed ..... ..... ..... ...... ....... Ma.;r. G.h. . 2 4 , . (Month.) .... , 196.9 ........ ,{' testate .leaving a· last will, copy of which is hereto attached. _} (!lay) (Yt-ar) intestate Name and address of a~torney or} other authori~ed repres.entative to . whom all correspondence should be mailed •. .. J.os..epb. J. Benedict, Atto.rney ..... A:t. Law 253 w·est Main Street M.oriorigaheia~ J?enns:Vivania 15663 Th h executor d .· t · f ·1· 'th th tf · f 'd t d th ' at as sue ...................................................... eponen Is .ami Iar WI e a airs o sa1 es ate an e property con- ( I1~Xt~r:u tor-Administrator)· stituting the assets thereof and their fair market value. That at the time of death there was no saie 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 -_ RELATIONSHIP OF JOINT HiSTl'fUTION THIS SAFE DEPOSIT BOX RENTED IN WHICH DECEDENT RENTED A SAFE DEPOSIT BOX IN NAME OR NAMES OF HOLDERS TO DECEDENT N 0 N E. -. ·-. -·-- .. --·· That the contents of said· safe deposit bo:x or boxes are itemized under Schedules ___ of this n-etunn, with the exception of the following'-. for the reasons hereinafter set forth: 'rhat Sc.hedule A attached qereto 11-nd made part hereof sets forth full v and in'·detail all the real property in the Commonwe8J. th o·f Pennsylvania of which decedent died having an interest therein. It also· sets forth the mortgage encumbrances u,pon each parcel of real property at the date of death, giving the amount s.till due at death,. name-of mortgage~:, date, rate of interest, and book and page of record thereo.fo., 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 a.ttached hereto and made part hereof sets forth fully and in detail all personal propei'ty wheresover situated owned·. by the decedent at the time of death; all moneys left by the decedent at the time of death, whethen in decedent's immediate possession, standing to decedent's credit in banks of· deposit, savings banks, trust companies, or othel'. il)s"ti tutions, whethe·r individually, or in trust for any o'ther pei'son or persons giving also separately tile' accrued interest thereon, if any, down tq the last interest day: prior· to decedent's death in the case of savings banks; 'and· to the date of decedent's de~th :ln all other cases; all bonds, postal sav:ings, treasury certificates or notes and ... other evidence of in- d·e·btednes.s of the United States. to the decedent; all obligations; whether by statute or, agreement they~ are· designa-ted-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 wearing apparel, jewelry, silverware, pic-:· tures, books, works of art, .. household furniture, horses, carriages, automobiles, boats, and' any and all o.the-r· personal chattels of whatsoever kind o'r nature,. left bydecedent, together with the fairly estimated \ . m.arket Voalue thereof; all· bonds and mortgages held by decedent and of all claims due and owing decedent a.t the time· o.f death, and all promissory notes· or ether instruments in writing for the payment of money o.f which· decedent died possessed, of whatsoever· nature, with interest thereon, if any, ~iving the face valu.e and estima-ted· fair ma·rket vai.ue thereof, and if such estimated fair market value be less than the f·~ce value,,. it: sets forth briefly the reasons for such depreciation· as to each i tern; all moneys payable to the estate from· life insurance polictes carried by decedent; all annuity and endowment contracts the proceeds of which were payabl~ upon the deatp of the decedent; and''·all the corporate stocks and dividends due the·reon 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 val.ue· thereof a.t such time •. J .1. i ... !n the <:_B:se of securities of close or family corporations, the values reported are as far as possible substantiated by financial statements of the corporations, showing the assets and liabilities thereof as of the· date of death. The schedule also sets forth the interest of decedent at the time of' death in any co-partnership or business, and in support of the value of such interest there is annexed to said schedule, financial statements showing the assets and liabilities of said co-partnership or business, A copy of the co-partnership agreement, (if oral, a statement setting forth the nature of the agreement) together with a statement setting forth the character of the business, its location, and such other facts pertaining to the business as may be pertinent to a fair and just appraisal of the decedent's interest therein must be submitted.· It should also set forth in itemized form, togethe!' 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 C<mtained 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 transf'erred, the relationship of the transferees to the decedent, the proportionate share received by each transfe~ee 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 co~y of the deed, trust agreement or other instrument creating the trust. Ther•~ is also set forth in said schedule a list of all property, real and personal, with its value, which passes 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 individua1~y or. jointly, by th~·-wil1, deed? or other instrument of another, with a copy of the instrument creating such power .attached to the schedu;te. r 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 lif'e under decedent's Will. It also contains a statement showing which of the beneficiaries named in the decedent's will, if any, died prior to decedent, the dates of their death, their issue, andthe relationship of such issue to the beneficiary. That Schedule E attached hereto and made a part hereof sets forth all property, real and per- sonal, owned by the decedent jointly with another or others, including intangible, standing in the name of the decedent and others, plus the date and place of' record of instruments effecting the vest:tture 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 f'ully and in detail all debts and deductions claimed for and on behalf of this decedent's estate, including funeral expenses paid; f'amily exemption, where applicable; costs of' administration of this estate; counsel fees and f'udiciary's commissions paid or to be paid; cost expended for burial trusts, tombstones or gravemarkers, and reli- gi9US services, in consequence of' the death of the decedent; debts and claims owing and lmpaid at time of' ~ .. _ death; taxes accrued. charge.ab1e 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 tbe 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. Subscribed and sworn to before me this ... l .. 1..f:lt ... ~:' /f.\iiY PUSUC ·····--·-··-e.······ ..... day of .~.#,-l:tJII. ................. l9{.l ................................. ~.4 ... ~~ ......................... . (Street Number) My Corr:missi:Jn Expires September 14, 1971 I" • 'a '-'a "'ashington Couot'J ,crcnga!lc. , , . ., (City or Town and State) NOTE: Before signing af'fidavit make sure all blank spaces in the aff'idavit 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. _j RC'C-34 (I-6•H 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 de~e dent. Where property held as joint tenant or tenancy lby entireties, report on Schedule ''E". Property held 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 Commonwealth of Pennsylvania should be described by lot and block number, street and street number, together wl th a general description of the property, with a reference to the record of !·he conveyance by which the decedent took title; If a farm state number of a- cres; also statement of mortgage encumbrances upon each parcel at deeth of decedent. Taxes, assessments, acc·rued Interest on mortgages, etc.,are to be listed on Schedule "F" and must not be deducted from this scheclvle. Real Estate located in the Second Ward of the City of Monongahela, Washington County, Pennsylvania. Size: 33 feet by 50 feet more or less on Parkindlon Street. (1) ASSESSED VALUE FOR YEAR OF DECEDENT'S DEATH Insert this total opposi!te "real property", Schedule "A" in the X X X X X "As Reported" column on the last page of this return. (2) ESTIMATED MARKET VALUE $ 6,500.00 (3) DEPARTMENT VALUATION CAUTION (Do not write In this space) RCC-iD5 'COMMONWEALTH OF P~NNSYLVANIA TRANSFER INHERITANCE TAX RESIDENT DECEDENT SCHEDULE "B" PERSONAL PROPERTY INSTRUCTIONS: This Schedule must disclose all tangible and intangible personal property owned individua1:·1y by the decedent, at the time of his death. Property owned by the decedent jointly with another or othe'~s must be listed under Schedule "E". Intangible personal property, titled in the name of the decedent, but payable at death to another or others, including but not limited to P.O.D. u. s. Savings Bonds and tenta- tive trust accounts, must be listed, despite the fact that they are not of the administered estate. Tangible personal property should be listed first (e. g. jewelry, wearing apparel, household goods, and furnishings, books, paintings, automobiles, boats, etc.) Intangible personal property, such as bonds, treasury certificates, cash on hand and in bank, .. stocks, ·mortgages, notes, together with accrued interest or dividends, salaries or wages, insurance pay- able to the estate or fiduciary in said capacity, partnership interests, interest in 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 MARKEl' VALUE (Do not write in this space) t ~~ Savings Account in the Western Pennsylvan a ,. '*~;). National Bank #24661 ~ 9, 89.51 Insert this total opposite "Personal Property", Schedule "B" in X X the "As Reported" column on the last page of this return. ~ 9,489.51 CmP.ItON11'EALTH OF PENNSYLVANIA Tll\.NSFER INHEHITANC~ TAX RESIDENT DECEDENT SCHEDULE "C" Til.\.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? (Answer yes or no) no (2) Did decedent, within two years of death, transfer property from himself to himself and another or others (including a spouse) in joint ownership? (Answer yes or no) _n;;.;;;...;o'----'-- (3) If the answer to (1). or (2) above is in the affirmative state: (a) Age·of decedent at time of transfer---------- (b) State of decedent's health at time of making the transfer. (Note 1), (c) Cause of decedent's death. (Note 1), (4) Did decedent, in his lifetime, make any transfer of property without receiving a valuable or adequate consideration therefor which was to take effect in possession or enjoyment at or after his death? (Answer yes or no)_~n~o~---- (a) Was there any possibility that the property transferred might' return to transferer or his estate or be subject to his power of disposition? (Answer yes or no) 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 li;fe 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) --Jnu.J..OL--____ __ (b) The right to designate the persons who shall possess or enjoy ~he 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 I 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) 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 rev,ert 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 power to alter, amend, or revoke the inter- est of the beneficiary r0served in th~ decedent alone or the decedent and 'others? (Answer yes or no) no.,:i:r·---- NOTE 1: The answers to the~.e questions should be supportect 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 f.air 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 del'!d 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 Insert this total opposite "Transfers", Schedule "C" in the "As Reported" column on the last page of this retur~ MARKET VALUE (Estimated) DEPT. VALUATION (Dept. ·Only) .RCC-38 CCMMONWEt\LTH OF PENNSYLVANIA THi\NSFEH TNHEIUTANCE TAX RESIDENT DECEDENT SCHEDULE "E" JOINTLY OWNED PROPERTY INSTRrCTIONS: 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 tmder 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-~wners to the decedent. Description of Property, Date of Acquisition, Name 'I Address and Relationship of Co-Owners, and Place ·1 of Record of Instrument, where Rea~ Estate. ! N 0 N E unit Value Percentage Share Estate Valuation Insert this total opposite "Jointly Owned Property", Schedule "E" in the "As Reported" column on the last page of this return. DEPARTMENT VALUATION CAUTION-Do not Write In This Space. Value of Entire Property Value of Decedent's Interest \ h RCQ-37 • (i2-63) .n)~1\tl'):'\\\'E:\I.TII OF l'E:'\:'\SYYl..\N'IA THANSFER I~IIEHITA~l'E TAX RESIDENT DEl'EDENT BENEFICIARIES AND ADDRESSES State full names and addresses of all who ave an interest, vested, contingent or other- wise, in estate) Andrew Belli QQ~ Parkins.on Street r i•lUUUL~. :.J.d.J rc. • .l.:JVU.) - Ann Venturini ?th and Sycamore Streets l\T~lAl ti'.:. 1"1'1 o 'D.:. 1 r::.nf..7 -...... ;I ·- Marian Pascoe New Eagle, Pa. 15067 Cantita Tonlhnecz Meldon Avenue, T'\ ~ .LIV~~V..L <.A. J J.<.A.o 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 son yes daughter yes daughter yes daughter yes ' Deponent fUrther says that all the above-named beneficiaries are living at this time except below: NAME DATE OF DEATH RESIDENCE • f .... . Will Administration ( No. Year ........... . ~ THE ~lATTER OF THE APPRAISEMENT OF THE ESTATE OF Deceased Late of County of Commonwealth of Pennsylvania REPORT AND APPRAISAL f~: r 'tid '·oa NOl[JNIHStt,~~ S]l/,~1 .dO H31Sif>3(1 ONI'tlttr.; ·n3ssnt~ Sl 2/ tiel 0 Z lJO 69, 'li37'/:J ~ (• I / 1 • ._) ., (Executor-Administrator must complete "As Reported" column #1.) C1 .... 0 "' "' ...., $l> ;.: $l> 0"' ~ ~ "' ...... $l> ...... co :' .00 .00 -oo -oo . ·""'-. • 0) •• ~ .. '"'-<). ."\) ,.~ ·~-· ~- ...., 'i:l ~ .... co co $l> .... e. ::::! "' "' 0 ....., ::::! 'i:l co e. .... .... "' 0 'i:l '0 co .... .... 0 ...... '0 '< co .... ...... '< en c:: ~ ~ > ~ --->-< en en en (') n n ::r-?" ?" C'5 ~ ~ : -oo .00 .00 .00 -> "' ~-co.,_. 'g- "' ...... ~ ----"-(') (;" -. " '-~ ~ (tJ, tJ 'o ;;.--:---~ '.0 r. 1.:.:> ~-..... _ •· 0 3 "" 0 ::;· ·~ 0 g_ . " .. -· . Form RCC-10 OFFICE OF TME REGISTER OF WILLS OF WaShingtOn COUNTY AND AGENT OF THE COMMONWiiALTH STATEMENT OF DEBTS AND DEDUCTIONS DEDUCTIONS ALLOWED IN J THE SUM OF ............ $1} 7.~<.~ l -w~10 DATE APPROVED . . . . . . . . .. ............................................ . ESTATE OF __ ..:F:....r=-=:::a.=..:n::.k::.....::B:::..e=l=l~i=------LATE OF Monongahela, Washington County, Pa. March 24, 1969 DATE OF FILING APPRAISEMENT ____ ;__ _____ OATil OF DEATH ------:::.......--=___:;...._ ____ _ DATE NO. OF , NAM&: OF PAYEE REMARKS AMOUNT VOUCH"" Une 6 196q Register of Wills Letters Tes tamentar_y_._ etc. ~q. so J J .. une 6 lg6q Witness~s on Will Two 10 00 une une rune J J J J ·une une 6 lg6q Washington County Reports Advertisement 14. 6 1G6c; Daily Republican Advertisement 1~ 6 1Q6c; T .M Fr.ve Funeral Home _Euneral Exnenses 1.2~0 ' 6 1G6c; JOseoh J. Benedict Attorney's fees soo 6 1G6q Andrew Belli Executor's fees t:iOO Register of Wills Filing iml.entorv R.nd ::1~~m,Y It-.,, Paul W Nelson --W"otarv fee ~. ~:::n~_,"AL ~ ~AAA~ (. idJA~LfA' /&Od f J~J ~, J (JJ J 1/ (l..A.A I L l "7AA&1..1 JA~ fU .... -,... ·~ ..L~ ~ jj ~·- COMMONWEALTH OF PENNSYLVANIA } COUNTY OF _W.:..:..;:.:a~S..;;;.h;;.:i;;;.:n~g"'t~O.::..;n~--=-":----ss: Andrew Belli , 1• -----~:..:.:::::.:::...:::~~:::.=..:::..::;:..._ _______ .....-:-,-------HEREBY CER'I'IFY. THAT. TO THE BEaT OF · -MY I<NOWLEDGE AND BELIEF, THE FOREGOING IS A JUST AND TRUE STATEMENT OF DEBTS, FUNERAL EXIPENSES AND EXPENSES OP' ADMINISTRATION SUE!MITTEO TO THE EST,.TE OF Frank Belli DECEASED, AS DEDUCTIONS FOR ... ... ~ - INHERITANCE TAX PURPOSES. /'/ /) ,'J() r./) ---4'/4--=:::'::..J.....:::~-01 ..... '-"""'~"-=· __.tttq'-'Q""@~I:._"--.:,· p;:.kf;:,/~'..~=:t,..!l10..:.V~LA.=:. _·· ---( L. s.) D SUBSCRIBED BEFORE ME THIS J?t-4 DAY 01" . .7 -'~~~~~~~-=--~·869 NOTARY PUBLIC My Commissi:m expires S2ptember 14, 1971 r~icncl~;:;::hdio. f'a. Washington County bo lr:;o 00 00 bo hil ~s tJ.() 75 t)'() 'I) - R C C-81 (2-64) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS INHERITANCE TAX DIVISION NOTICE OF FILING OF APPRAISEMENT ANDREW BELLI (Executor ~tl'lt~l· IN YOUR REPLY PLEA8E REP'ER TO 37-2a..-5 In Re: Estate of ________ ~F~RAN==~K~B=E=LL==I~---------------- _____ _.W:uAll.aSwH..~olltwGo~...TuO.u.:NL------County -File No. 63-69-420 Dear Mr. Belli: You are hereby notified that the original appraisement in the estate of Frank Bellie has been filed in the office of the Register of Wills qf. Washington County on November 5 , 19~. Said appraisement reflects the following valuations: Real Est ate -------------:::6~,-'5..;00.;...:..• 0.:;0~- Personal Property _______ ~9wa~4~S~9~·~5~1~-- Transfers ______________ ~~~~~---- Total __________ ~·--1~5~,~9~8~9~,~51~-- 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 t~at remains 1mpaid after one year from date of death, interest at the rate of six (B%) percent per annum is charged. Any party in interest who is aggrieved by an appraisement may appeal therefrom as provided by law. Date ______ ~N~o~~~e~mb~e~r-L5L,~l~9~6~9~--- DATE OF DEATH: March 24, 1969 Note: This is not a bill. J . ~ RCC•39 (!!-66) COMMONWEALTH OF PENNSYLVANIA TRANSFER INHERITANCE TAX RESIDENT DECEDENT Estate of BELLI , FRANK (Last Name) (First Name) SUMMARY DATE OF DEATH .3-24-69 FILE NO. 63-69-420 (lni tial) REPORT OF INHERITANCE TAX APPRAISER I, the undersigned duly appointed Inheritance Tax Appraiser in and for the County of Washington Pennsylvania, do respectfully report that I have appraised the real and personal property as reported in the foregoing return at the values set forth opposite each i tern in the last column to the right in Schedules "A", "B", "C", and "E". Dated: __ _,.1.,..1~-=05-~6~9 ____ _ 03-24-69 REPORT OF THE REGISTER OF WILLS I, the undersigned duly elected Register of Wills in and for County, Penlllsylvania, do respect- fully report that I have allowed deductions in the amounts claimed by deponent, except as to those items where a greater or lesser amount is set forth in the last column to the right in Schedule "F", which greater or lesser amount represents the sum allowed as a deduction. Dated: ___________________ _ INVENTORY Real Property (Schedule A) Personal Property (Schedule B) Transfers (Schedule C) Joint-Held Property (Schedule E) TOTAL GROSS ASSETS Less Debts and Deductions (SCHEDULE F) CLEAR VALUE OF ESTATE Valuation of life estates or 1 989 51 annuities .................. o $ _______ ---1--- ESTATE TAX ASSESSMENTS $--~-----'---- REGISTER OF WILLS VALUE AS APPRAISED VALUE AS REAPPRAISED $ $ ____________ ~---f... £;;f'l() m 9:489 51 15,989 51 FOR USE OF REGISTER ONLY COMPUTATION OF TAX 2% $ 6% $ 0 $ Tax on $ -------------i--- T ax on $ -----------------i-~ Taxon$------------------i---- Tax on $ ------------------i---- Tax on $ -----------------4---- Exemptions========F== 10% $ 15% $ Total Estate _________ --+--- TOTAL TAX Less tax previously paid BALANCE Less 5% of tax if paid within 3 months after death BALANCE OF INHERITANCE TAX DUE Add interest at rate of 6% from --------to ----- * $ $=o======+== $ _________ -+--- $========= AMOUNT OF ESTATE TAX ASSESSED $--------+-- Estate tax paid $--~-------''---- BALANCE DUE Add interest at rate of 6% from (*) As evidenced by Charitable Exemption Certificates issued by the Secretary of Revenue. $ _________ ---~. ___ ----------~10---------$---------~~- TOTAL TAX BALANCE $ -------+--.:- PAID $ ----~---'---··- FOR USE OF REGISTER ONLY ADJUSTMENTS NOTE: Where subsequent adjustments are made to the above computation of tax by the Register of Wills, for proper reason, same should be noted below, with short explanation. Will Administration ( No. IN THE Year .......... . MATTER OF THE APPRAISEMENT OF THE ESTATE OF FRANK BELU Deceased Late of . . Ivl:ONOJ:Il0Al1~A ... County of WASHINGTON Commonwealth of Pennsylvania REPORT AND APPRAISAL t .. ,, 'r . I' ·----.. ------·-: 253 WIST MAIN STRIBT Address ___________________ -j . MO_NONGAHBLA, PBNNSYJ,VOU 63.;..69-420 File No. Date of January 29• 1970 Date of Payment ----------------------l FRANK BILLI Name of Decedent -------------------j WASHINGTON County ___ ~--~--------------~ ' --.. · ... ~ Remarks: ' .. .. > •• ' ,.... ~. . ,- . uoon ~-[~{ffiill-u~ :s.k A L NOTE: This Triplicate ~eceip·l-~~ ifi.'ri:i~e~ 16~ (,-~·dit ~u~~'-204•5 ,;--;---. ---------:-":':---··-.---·· and 93 100 .. --.. ---.. dollars representing Pennsylvania Inheritance or Estate Tax due from the following estate: 2%Tax on $ ___________ "----------If..! 6 % Tax on $. __ 1_2_::.,_6_1_5_.,_5_1 __ $ __ 7_5_6_...:_. 9_3 __ 1111 15%Tax on $. _________ _ $-----------~-- %Tax on $ _________ $ _________ _ Estate Tax, Act of May 7, 1927 TOTAL TAX CREDIT Less five percentum of tax if paid within three months after date of death Plus interest at the rate of __ %from _________ _ to _____________ _ TOTAL AMOUNT PAID $ ______________ __ 756.93 $~---------- $ ________ __ $. ________ __ ,. .... .,. ' ' ...... ~ ., ; '-q: "' ~ ' : ~-.-, ' '. . ,,..· Received by NOTE: In accepting the-tr~nsler inheritance-tax on future estates, prior to the death of the life tenant or tenant far years, 'as',evidenced by this receipt, it is understood that the Commonwealth shall nat 'be precluded or prevented from hereafter assessing additional inheritance tru< at the death ;,f the ____ _.;,.[__ ___ =-,.--:-+~=--_::::_-------~1 life tenant' or tenant, lor yea.rs whenever it appears that such additional tax may be legally due and collectible for any reason whatsoever. /I l ~·.· ------------------------------------------------------------~ Form RCC-2 . DEPARTlVIENT OF REVENUE ·• BUREAU OF COUNTY COLLECTIONS HARRISBUl!tG. PENNA. 1 7 1 2 7 COMMONWEALTH OF PENNSYLVANIA RESIDENT INHERITANCE TAX APPRAISEMENT DATE .................. ~9..Y.~~l:>,_(;).!: ..... ?..'. ...... ~.?..??. ................ . 'COUNTY ·········-·······!.!~.~!1.~~-~~---································· FILE NO. . ....................... Q):: .. Q9.::::!:±?..9. ................................. . Whereas, ........................................ Fr.ank .... :a.~.ll.i ....................................................................... late of ....................... :Mo.P..QP..~b..~~---·····························: ............... . in the County of ........................................ W.aahiDgton .............................................................. Commonwealth of Pennsylvania, having died on the ............................. ?.4 .... ~.~---··········· ................................. day of ............................. ~.9.P. . ......................... 19 ..... 9.9., seized and possessed of an estate subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania; Therefore, I, ........................... W~_g_! ..... Q~~Y. .................................................................... , an appraiser duly appointed according to law, having been designated to make a fair and conscionable appraisement of the said estate, and to assess and fix the cash value of all annuities and life estates growing out of said estate, hereby file the following appraisement: In the event that any future interest in this estate Is transferred in possession or enjoyment to collateral heirs of the decedent after the expiration of any estate for life or for years, the Commonwealth hereby expressly reserves the right to appraise and assess transfer inheritance taxes at the lawful collateral rate on any such future interest. Description of Asset REALTY: Real Estate located in the Second Ward of the City of Monongahela, Washington County, Permsylvania. Size: 33 feet by 50 feetm more or less on Parkinson Street. PERSONALTY: Savings Account in the Western Pennsylvanian Nationl Bank fl 24661. Total Unit Values $ Appraisement Made for Inheritance Tax Purposes 6,500 00 9,489 51 15,989 51 , ................................ WAS.HJNG:'r.ON ........................... County RESIDEN'l' INHERITANCE TAX APPRAISEMENT Estate of FRANK BEIJ..I Deceased: Late of MONONGAHELA Date of Death, ............. ~.~.@ .... ?.4,. .. ),9.9.9 ............ : ...... . Appraisemel!t Docket Vol., ...................... 'J7 ................ :: ...... . Page, ........ ~04.~5. ...................... No. ..9~.99.~4?..9 ............ . Filed in Register's Office, Nc:>Y.~~-~~ ... 21 .. 19.,9.9. .. Amount of tax due, $ ................................................................... . DEPARTMENT OF REVENUE Received, Examined and Approved, Wrote abo.ut Appraisement; Appeal f1'0»Z Appraisement, Entered and charged, .. "Vd ··oo NOl~:HHHSVM S'lliM d:J U31SI~3H (· .• _,,,.\,w ""l, ,,..,C'nu v h i J • ;1 1 ::2 :J ...; a . 0~ 2 ·1.4d E2 NVr OL '(1-, ; . :'! ~--· '~ -~' ·.! ... l '