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Home My WebLink AboutOC1969-0452 - ESTATE OF LATELLAIN RE: ESTATE OF MARY LATELLA,Deceased. )In the Orphans'Court of ) )Washington County,Pennsylvania. ~No.!(rrof 1969, PETITION FOR FAMILY EXEMPTION AND PETITION IN AN ESTATE OF LESS THAN TWENTY-FIVE HUNDRED ($2,500.00) DOLLARS UNDER ART~II,SEC.202 OF THE FIDUCIARIES ACT OF 1949,P.L.512,66,AS AMENDED The Petition of Carl Latella respectfully represents: 1.That your petitioner is the son of Mary Latella, Deceased. 2.That the residence of the decedent was Slovan, Washington County,Pennsylvania. 3.That the decedent died February 19,1968,at Slovan,Washington County,Pennsylvania,and was seventy-nine (79)years of age.A family relationship was maintained between Natalene (Natalie)Latella,one of the sons of the decedent,and the deceased until the time of her death. 4.That your petitioner has applied for Letters of Adminiatration but does not intend to proceed with the Estate through audit. 5.That the estate of the decedent,exclusive of real estate,is composed entirely of cash in the amount of $2,340.00. 6.That the decedent left to survive her,the followin heirs: NAME AGE Natalene (Natalie)Sui Juris Latella Anthony Latella Sui Juris Margaret Grabsky Sui Juris RELATIONSHIP RESIDENCE Son Slovan,Pa. Son Burgettstown, Penna. Daughter 1606 McMinn S • Aliquippa,Pa Ann Grabsky Sui Juris Daughter Slovan,Pa .. Jennie Filipponi Sui Juris Daughter Slovan,Pa. Carl Latella Sui Juris Son Slovan,Pa .. Joseph Latella Sui Juris Son 1041 Main St .. Aliquippa,Pa .. And furthermore,there are no other heirs who may have and assert a claim for the share"of the estate of the decedent .. 7..That your petitioner is sui juris. 8.That there are no creditors of the estate but the following expenses have been paid: "Lee Funeral Home Dr.Ruben Washington Hospital Filing Petition Attorney's Fee $1,072.00 60.00 45 ..66 10.00 25.00 9.That this petition for settlement is made pursuant to the provisions of Art.II.Sec.202 of the Fiduciaries Act of 1949,P.L.512,as ameno?,das Mary Latella,deceased,domiciled in the Commonwealth of Pennsylvania,in the County of Washington, and leaving an estate,exclusive of real estate,composed of cash of a gross value not exceeding Twenty-five Hundred ($2,500.00) Dollars. 10..That this Petition is also a Petition for Family Exemption requesting that $1,000.00 in cash be set aside to Natalene (Natalie)Latella as his family exemption .. 11.That the amount of $1,212.66 be paid to your petitioner as reimbursement of payments made as listed in Paragraph 8.That the balance of $127.34 be paid to Natalene (Natalie)Latella according to the Release of Legacy hereto attached. WHEREFORE,your petitioner prays your Honorable Court to enter a Decree of Distribution of cash in the amount of $2,340.00 without further notice or with such notice as your Honorable Court may deem necessary. Attorney for Petitioner COMMONWEALTH OF PENNSYLVANIA COUNTY OF WASHINGTON ) )SS: ) Personally appeared before me,the undersigned authorit r , CARL LATELLA,who,being duly sworn according to law deposes and says that the facts set forth in the foregoing Petition are true and correct to the best of his knowledge,information and belief. Sworn to and subscribed before me this 10th day of April,1969. DARLENE NICHOLAS Notary Public,Washington.Washington Co. My Commi~sioll ~pire$January.17.1~12 IN RE: ESTATE OF MARY LATELLA,Deceased. )In the Orphans'Court of ) )Washington County,Pennsylvania. ) )NO.,'1,r~Of 1969. DECREE OF DISTRIBUTION AND NOW,this f/~~day of April,1969,the foregoing Petition for settlement of an estate of less than Twenty-five Hundred ($2,500.00)Dollars and for family exemption,having been presented in open Court and upon consideration thereof and upon motion of George K.Hanna,Esq.,Attorney for the Petitioner. it is ORDERED,ADJUDGED AND DECREED that the case in the amount of $2,340.00 shall be distributed in the following manner: TO:Carl Latella,the sum of One Thousand Two Hundred Twelve and 66/100 ($1,212.66)Dollars as reimbursement for costs advanced;to Nata1ene (Natalie)Latella the sum of One Thousand and no/100 ($1,000.00)Dollars as his family exemption;to Natalene (Natalie)Latella the sum of One Hundred Twenty~seven and 34/100 ($127.34)Dollars according to the Release of Legacy attached hereto. .-----~._--~-- County of ,..Yl~~JU:NA'l'ON . . . . . . . . . . . . . . . . .~~f.l,.t...3:~~.1,J..~of ~.l,QYf\I),..~~J1.Qf?Y.l,V~A~~. (Name)(Addre...) Fonn No.RCC-62 (12-66)THIS FORM REQUIRED IN ALL ESTATES WITH GROSS ASSETS UNDER $10,000,UNDER SECTION:7ACT OF JUNE 18,1981. EFFECTIVE JANUARY I,1982.(FILE IN DUPUCATE WITH COPY OF WILL ATTACHED)r~ I ,*'OFFICE OF THE REGISTER OF WILLS ~".~ being duly §_WQ~JL .according to law,deposes and says that he is the $~~~_~tQ~_ (Exec.,Adm.•Legatee.Etc.) of the estate of .MARY__.LA.TELLA~whose last residence was Slo_v.au,..__Penns:y:.ly.ani.a_,_ .(No.)(Street) REAL PROPERTY ___________________________________________________.deceased,and that the whole of the estate of said decedent,who died F_ebr_uar.¥19_,1968, (CitY.Borough or Township)(Date) consisted of: REAL PROPERTY IN PENNSYLVANIA.WITH STATEMENT OF MORTGAGE ENCUMBRANGES UPON EACH PARCEL AT DEATH OF DECEDENT, WHERE PROPERTY HELD AS JOINT TENANT OR TENANCY BY ENTIRETIES,GIVE NAMES.ADDRESSES AND RELATIONSHIP OF OTHER OWNERS. Real Estate Estimated Value Two-star frame house Block Garage,Lot 41. I Personal Property NOTE:You may expedite the processing of this return by filing with it,and as a part of the return, letters from financial institutions or mortgage holders,certifying to amounts on deposit or owed by theldecedentasofthedateofdeath.Such letters must be signed by a responsible officer of the financial institution or mortgage holder and indicate clearly amounts of principal and interest in the decedent's account at the date of death and the type of account,account number and the exact name or names in which the account is registered. Jointly Held Property Estimated Value NONE - >. ! ( - Transfers within TWO YEARS Prior to Death NONE ,,, That at the time of death there was no safe deposit box registered ih 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 INSTITUTION THIS SAFE DEPOSIT BOX RENTED RELATIONSHIP OF JOINT IN WHICH DECEDENT RENTED A SAFE DEPOSIT BOX IN NAME OR NAMES OF HOLDERS TO DECEDENT NONE BENEFICIARIES BENEFICIARIES AND ADDRESSES RELATIONSHIP SURVIVED AGE OF LIFE (If step-children or DECEDENT TENANTS OR INTEREST.OF (State full names of all and their addresses who have illegitimate children STATE YES ANNUITANTS BENEFICIARY an interest,vested,contingent orotherwise,in estate.)are involved,set OR NO AT DEATH OF IN ESTATE forth this fact.)DECEDENT Na+l:lll".n".(Na+l:lll;".)La+".lll:ll Ron Yes All -100~ - l RESIDENT DECEDENT DEBTS AND DEDUCTIONS CLAIMED NOTE'List first five items in the spaces so provided,observe notations thereon,and instructions $Funeral expenses paid DEBT OR CLAIM NATURE OF SAME AMOUNT THIS COLUMN·r-'i"'lo----~~~:.:......:=~~---.-.,...........".--:------~~==-.:::.=.----=::.:==------r-.....:..:.=~~--toIKEGISTERONLY $ Family exemption (will not be allowed unless decedent died residing with a spouse or children.) Administration Expenses * Counsel fees * Fiduciary commission * OTHER DEBTS AND CLAIMS (*)See Note below NONE Total '..A~Subscl'lbed and sworn to before~..,. ...........A .....day of ....%/"~g/;!!• ..........IL~~a~~·· .................................................. (City or Town and State) Having been duly sworn according to law,I do hereby certify that the above appraisement is made in conformity with law on this..............-:::r~dayOf ~~_,~.p _..!i?"1":(0 ..~~!.~,..:;...A~;~:-::?--t::?'l .....:-:~.<:..0 .:'~.:... ~V A raiser In the event that any future intel'est in this estate is transferred in possession or enjoyment to collateral heirs of the decedent after the expiration of any estate for life 01'for years,the Commonwealth hereby expressly reserves the right to appraise and assess transfer'inheri- tance taxes at the lawful collateral rate on any such future interest. REPORT OF THE REGISTER OF WILLS I,the undersigned duly elected Register of Wills in and for County,Pennsylvania,do respectfully report that I have allowed debts and deductions in the amounts claimed..by deponent,except as to those items where a greater or lesser amount .s set forth in the last column to the right in said schedule above,which greater or lesser amount represents the sum allowed as a deduction. Dated: Register of Wills L \\ FOlln N"o.RCC-62 (12-66) WillAdministration INo Year . IN THE MATTER OF THE APPRAISEMENT OF THE ESTATE OF ........-..lyfAlJ.¥..~r~J;,J.,A,. Deceased Late of ....~.l:9Y:~~... . . ............... County of ..~fi!.~~:i:~f?;.~C?!J............... Commonwealth of Pennsylvania REPORT AND APPRAISAL W0"1c..o :0 3:1"1'1:::0 >--r!C'c:-<-enenr./}-Irri ro rM,::0,- 03:m""p.~ ::E:o :J:CJ,-z (5'-0en ..-N "- j IN YOUR REPLY PLEA8E RKP'I:R TO .37-208-.3 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF COUNTY CqLLECTIONS INHERITANCE TAX DIVISION ','RCC-8\(2-64) •IfM$•I.6 I.. I,.',"r->..-'......l ~,". I\'NOTICE OF FILING OF APPRAISEMENT ,,. In Re:Estate of ·~lAi~~~4y.:.....;LA~TI=.:1=,:t::.I::A=-·_ ______,..;;.t1...;..'A:;._<:J..;..,i_Il_X_s'i_'OO County _File No._6J-_6_'9-4__52 t1r.Lntolla' Real Est ate -..:J:..'~OOO;:..::..:.•.:.OO-=-__ Personal Property __ Transfers ~==-- I Total ..,--_.....3.:.,'LOOU;;.;:;.;;;..:;..OO;;;.·~-- l As to such tax that is paid within three months from date of t death,a five (5%)percent discount is allowable.As to any tax that ,remains unpaid after one year from date of death,interest at the rate of six (6%)percent per annum is charged. You are hereby notified that the oriG1nal l appraisement in the estate of'14u'7 J..at.olla ..,. :"has been fi led in the office of the Register of Wills qf nn:'J1l1nctoWl I.County on r'!";r JI.,19-99.Said appraisement reflects the ~.following valuations: t I II 1·Dear I Any party in interest who is aggrieved by an appraisement may appeal therefrom as provided by law. Title , D t t"n,,'14.1969ta e ...:::::......~'Tt.._...::=.::;.J_!,......;;::.::...:~_ I Signe~~.~~~~~~. ,_........rii!AISEtt I DNlG OF DEATH:Fobrunr,y 19..1969 I, Note:This is not a bill. , RCC-39 (5-681 COMMONWEALTH OF PENNSYLVANIA TRANSFER INHERITANCE TAX RESIDENT DECEDENT SUMMARY Estate of LATELLA (Last Name) MARY (First Name) DATE OF DEATH_2_--=1:..:.9-_6.::.....:9:..--_FILE NO.63-69-452 (Initial) 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 item in the last column to the right in Schedules "A","B","C",and "E". Dated:__---'0<L.<5c-:..o14.....,.:;:-:,,!,;6~9 _ 02-19-69 REPORT OF THE REGISTER OF WILLS I,the undersigned duly elected Register of Wills in and for County,Pennsylvania,do respect- fully report that I have allowed deductions in the amounts claimed by deponent,except as to those items where a greater or lesser amount is set forth in the last column to the right in Schedule "F",which greater or lesser amount represents the sum allowed as a deduction. Dated:_ REGISTER OF WILLS VALUE AS REAPPRAISED $-------+--3.000 a 3,000 00 $1.WU UU 'i.OOO 00 VALUE AS REPORTED ~ALUE AS APPRA~EDINVENTORY 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 o 10% 15% * FOR USE OF REGISTER ONLY Tax on $+--_2% Tax on $---------+----f<6% Tax on $---------4---Tax on $+--__ Tax on $+-__ Exemptions========:t=== Total Estate --\.__ TOTAL TAX COMPUTATION OF TAX $--------+-- $--------+-- $--------+-- $-------+-- $--------+-- $---L__ (*)As evidenced by Charitable Exemption Certificates issued by the Secretary of Revenue. Less tax previously paid BALANCE Less 5%of tax if paid within 3 months after death :::::::::::::t:==== BALANCE OF INHERITANCE TAX DUE $t= Add interest at rate of 6%from to ----IC$---AMOUNT OF ESTATE TAX ASSESSED $. Estate tax paid $I BALANCE DUE $-_L- Add interest at ::te of 6%from $-------It=.. TOTAL TAX BALANCE $-------1'PAID $....J 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.Year . IN THE MATTER OF THE APPRAISEMENT OF THE ESTATE OF ..MAEX.LATE.LLA.i>~ceased Late of . County of SLOVAN.. WASHINGTCN Commonwealth of Pennsylvania REPORT AND APPRAISAL ." ~..:' \.",,,.~~ l .,- DATE ~;l,.4:,.:.U::9.Q9 . COUNTY W.~.:s.hApg~.9.!1:. FILE NO..9?::::.9..9..:4..?.?... COMMONWEALTH OF PENNSYLVANIA RESIDENT INHERITANCE TAX APPRAISEMENT DEPARTMENT OF REVENUE A • • BUREAU OF COUNTY COLLECTIONS HARRISBURG.PENNA.J7 J27 •' ,.. Whereas,Mary j;,.at..~l.l.g,late of ~~<:>.Y.a.:!:l . in the County of W.~.~h.~t.Qn.Commonwealth of Pennsylvania,having died on the +..9 !-.p.day of F..e:b.rJJ.a.r.Y.........................19..Q.9 ,seized and possessed of an estate subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania; Therefore,I,W.~.R.~C..oo'.P.~y ,an appraiser duly appointed according to law, having been designated to make a fair and conscionable appraisement of the said estate,and to assess and fix the cash value of all annuities and life estates growing out of said estate,hereby file the following appraisement: In the event that any future interest in this estate Is transferred in possession or enjoyment to collateral heirs of the decedent after the expiration of any estate for life or for years,the Commonwealth hereby expressly reserves the right to appraise and assess transfer inheritance taxes at the lawful collateral rate on any such future interest. Unit AppraisementDescriptionofAssetValuesMadeforInheritance Tax Purpo.es $ REALTY: T.....n !'IIt.nl'V f'rame house.Lot lL..Block Garage,Lot 4]..3,000 00 Total 3,000 00 fonn::v:~hb~~::I:;'~;"",~L~::'~:;o~e~t~~::iS~?e~~~~~~'f::z Ap ra48er ~·..·············..······..L~····b~~..and·..St~~~t;.. ...~""::;;~,..t.~~,Penna. (Post Office) ~A?'tJ;:J:NG.T.QN .County RESIDENT INHERITANCE TAX APPRAISEMENT Estate of MARY LATELLA...................................................................................... Deceased. Late of SLOVAN Date of Death,f..~l:>:r.~ry:..J,.9,l96..9 . Appraisemellt Docket Vol.,.2.7.. Page,?.9.?.~J.No 93.~.6..9~4..5..2 . ........................................................................................................................ Filed in Register's Office,M~y 14."J9 69 Amount of tax due,$. DEPARTMENT OF REVENUE Received, Examined and Approved,.. Wrote abo.ut Appra-isement,. Appeal f1'om Appraisement,. Entered and charged,. • • ,.