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Home My WebLink AboutOC1969-0462 - ESTATE OF ROCCOIN THE COURT OF COMMON PLEAS OF WASHINGTON COUNTY,PENNSYLVANIA ORPHANS'COURT DIVISION In re:Estate of ESTHER (ESTER)ROCCO ) ) ) PETITION The Petition of Thelma Herceg of Washington,Pennsylvania, respectfully represents: 1.That Esther Rocco,her mother,died on March 19, 1969. 2.That the decedent had a safe deposit box,No.1085, in the Mellon National Bank and Trust Company,Canonsburg Office. 3.That said box was opened for the purpose of determining if the decedent had left a Will and when so opened,no Will was found,but the box contained only two policies of insurance on the life of the decedent,in which the petitioner is named as bene- ficiary. 4.The said policies are designated as: a)The Western and Southern Life Insurance Company, Policy No.9,980,614;and b)The Western and Southern Life Insurance Company, Policy No.14,571,905. 5.Your petitioner desires to remove the said policies of insurance from the safe deposit box,in order to effect settlement on the policies with the insurance company. Your petitioner,therefore,prays for an order directing the Mellon National Bank and Trust Company to deliver to her,as beneficiary therein named,the said policies of insurance. And she will ever pray,etc. -2- COMMONWEALTH OF PENNSYLVANIA COUNTY OF WASHINGTON ) ) ) ss: Personally appeared before me,the undersigned authority, THELMA HERCEG,who being duly sworn according to law,deposes and says that the facts set forth in the foregoing Petition are true and correct according to her knowledge,information and belief. Sworn to and subscr.ibed before me this /~day of April,'19~,9. 97JM'9t0.o(~ Mrs.Mary p.Yzeman,Notary Public Canonsburg,Washington County,Pa. My Commission Expires June 26,1971 ORDER OF COURT ~I"/t r I~17'1 AND NOW,to wit'f the said Petition being presented in Open Court and upon consideration thereof,the Mellon National Bank and Trust Company,Canonsburg Office,is directed to permit THELMA HERCEG to remove from the safe deposit box of the decedent in said Bank insurance policies in which the said Thelma Herceg is named as beneficiary,to wit: a)The Western and Southern Life Insurance Company, Policy No.9,980,614;and b)The Western and Southern Life Insurance Company, Policy Nol.14,571,905. ~~~ ~ IN THE COURT OF COMMON PLEAS OF WASHINGTON COUNTY,PENNSYLVANIA ORPHANS'COURT DIVISION ESTATE OF ESTHER ROCCO, Deceased ) ) ) ) ) No. PETITION FOR THE SETTLEMENT OF A SMALL ESTATE TO THE HONORABLEP.V.MARINO, PRESIDENT JUDGE OF SAID COURT: The Petition of Thelma Herceg respectfully represents: 1.Esther Rocco,her mother,died on March 19,1969, having resided in the Borough of Canonsburg,Washington County, Pennsylvania • .2.The said Esther Rocco died intestate,survived by the following named children: Bernard Heckathorne,Son,Easton,Pa. Harold Heckathorne,Son,Littleton,North Carolina. Floyd Heckathorne,Son,Hopewell,Virginia. Donald Heckathorne,Son,Strabane,Pa. Thelma Herceg,Daughter,R.D.,Washington,Pa. The sole assets in the decedent's estate consisted of a savings account in the Mellon National Bank and Trust Company in the amount of $1813.75 and certain'household goods of an appraised value of $100.00. 3.The creditors of the decedent are as follows: ---------------------------------------.., w.Leonard Griffith,Canonsburg,Pa. Funeral Services .Oak Spring Cemetery,Canonsburg,Pa. Opening grave Gaydos Monument Company,Canonsburg,Fa. Zeman and Zeman,Attorneys'fees Court Costs Department of Internal Revenue Inheritance Tax Total $1,020.00 195.00 120.00 95.59 11.00 14.14 $1,455.73 4.Provision has been made for the payment of all of the debts of the creditors. WHEREFORE,your petitioner prays your Honorable Court to direct distribution of all or said assets of the decedent as hereinabove specified to Thelma Herceg,your petitioner,in accordance with the provisions of Section 202 of the Fiduciaries Act of 1949. AND she will ever pray,etc. -2- COMMONWEALTH OF PENNSYLVANIA ) )ss:COUNTY OF WASHINGTON ) Personally appeared before me,the undersigned authority, a Notary Public in and for said Commonwealth and County,THELMA HERCEG,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 her knowledge,information and belief. Sworn to and subscribed before me this 2 ~ . I day of~May,1969 ~~~jJ4~ Mrs.MaryP.Zeman,Notary Public Canonsburg,Washington County,Pa. My Commission Expires June 26,1971 ,. AND NOW,this DECREE ~S ....::::-day of May,1969,upon consideration of the annexed Petition,distribution of the property as herein described,owned by Esther Rocco,deceased,is directed to be made to Thelma Herceg.The said Mellon National Bank and Trust Company shall consider this Decree as sufficient authority to recognize the said Thelma Herceg as described herein as entitled to receive the said property. , ~.,. RCC-8\(6-73) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS HARRISBURG 17127 NOTICE OF FILING OF APPRAISEMENT THELMA HERCEG (~) IN YOUR REPLY PLEASE REFER TO 37-225-5 Inheritance Tax Division In Re:Estate of __E_s_T_H_E_R_R_O_C_C_O _ -..:.:W=A=S=H=I=NG=..T.=..O=N:..:.....-__County -File No.63-69-462 Dear Mrs.Herceg: You are hereby notified that the.,....__-,o=r::...:1~·g~1='n=a:==l_-=-~_ appraisement in the estate of _..--#Esther Rocco has been filed in the office of the Register of Wills of-..lWwal;lui;Lshu.a.i.....n..ego.s.tuQu.nA.--_ County on July 9 ,19 74,Said appraisement reflects the following valuations: Real Estate _ PersonaI P roperty J -+,....9..1"""3'-1.'-'7....50<--_ Transfers _ Jointly Owned ---:;;~~__=---- TotaI =1.z.,.:::..:91=.3.::-::....7.:-5::.....-_ 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 nine (9)months (fifteen months when death occurred from December 22,1965 to June 16,1971,inclusive; and twelve months when death occurred prior to December 22,1965)from date of death, interest at the rate of six (6%)percent per annum is charged. Any party in interest who is aggrieved by this notice may object thereto within sixty days after receipt of said notice as provided by Section 1001 of the Inheritance and Estate Tax Act of 1961,72 P.S.2485-1001,P.L ~\.L:/ Date July 9,1974 Signed V--~-X2 ~L~d(t'" Title ~__CH_I_E_F_A._P_P_RA_I_S_E_R _ DATE OF DEATH:March 19"1969 Note:This is not a bill. ·-,,'--~ ;- RCC-39 (5-68) COMMONWEALTH OF PENNSYLVANIA TRANSFER INHERITANCE TAX RESIDENT DECEDENT SUMMARY Estate of Rocco, (Last Name) Esther (First Name) DATE OF DEATH 3-19-69 (Initial) FILE NO.63-69-462 REPORT OF INHERITANCE TAX APPRAISER I,the undersigned duly appointed Inheritance Tax Appraiser in and for the County of__W_a_s_h_l._·n-.=g::...t_o_n _ 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,July 9,1974 ~""'"~~~(C ...~TANCE TAXAPPRAISER REPORT OF THE REGISTER OF WILLS I,the undersigned duly elected Register of Wills in and for Washington County,Pennsylvania,do respect- fully report that I have allowed deductions in the amounts claimed by deponent,except as to those items where a greater or lesser amount is set forth in the last column to the right in Schedule "F",which greater or lesser amount represents the sum allowed as a deduction. Dated:_ REGISTER OF WILLS 1.913 75 1.913 75 1.455 73 458 02 VALUE AS REPORTED VALUE AS APPRAISED VALUE AS REAPPRAISED $$$-------+-- INVENTORY Real Property (Schedule A) Personal Property (Schedule B) Transfers (Schedule C) Joint-Held Property (Schedule E) TOTAL GROSS ASSETS Less Debts and Deductions (SCHEDULE F) CLEAR VALUE OF ESTATE Valuation of life estates or 6-2-69 -Rec #A033569Pd. COMPUTATION OF TAX $------",----1-.,,--- $....2!!!!..~7L_.,f:4t.!o.:R"--- $-------+-- $-------+-- $-------+-- (*)As evidenced by Charitable Exemption Certificates "issued $~2!..!7----1:\s.~:8:oL.__by the Secretary of Revenue. ::::::::}:~:'E==8=8 TOTAL TAX Less tax previously paid BALANCE Less 5%of tax if paid within 3 months after death FOR USE OF REGISTER ONLY Tax on $---------".-=-=,......4--."..=_~\ Tax on $----:.4~5~8~~0~2~~ Tax on $5% fix 00 $lK Tax on $15% ~~ptioos * Total Estate--------1--- TOTAL TAX BALANCE :----~~PAID $....JC BALANCE OF INHERITANCE TAX DUE $--.:.I..!.i!d.."'--l~O A4.d i~erest at rate qf 6%fr9m".,03(i.,.I~·10 to l,·1'1.16/$...l2cJW AMOUNT OF ESTATE TAX ASSESSED $--~-~I- Estate tax paid $....Jl-$--3H..J.t:....JI/~'2 BALANCE DUE ~?~ Add interest at rate of 6%from -------1to----- FOR liSE 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. :~~inistration !No year . IN THE MATTER OF THE APPRAISEMENT OF THE ESTATE OF ESTHER ROCCO Deceased Late of . COlmty of CANONSBURG WASHINGTON Commonwealth of Pennsylvania REPORT AND APPRAISAL , ~ Funn RCC-2 ,,July,9,1974. COMMONWEALTH OF PENNSYLVANIA DATE ...........................................................'............................................... DEPRRTMENT OF REVENUE RESIDENT·INHERITANCE TAX ,,,,Wa.,s.hi.n.gt,cm,,,....,,.......,,.,,,,,,,,,,,..,,,,.,,.BUREflU OF COUNTY COLLECTIONS COUNTY HARRISBURG.PENNA.17127 APPRAISEMENT FILE NO.".."""~,~.::J~.~.~.4..§.:7."................""..,',....,..,,,.. Whereas,,......"~,~,~.~.~,~,,..~~,~£~...,......................,...............................................................late of .................,...........9.,~.~9.,Q,~,l:>.:tJ.r.,g,..,.."...,.....,...,"""""""", in the County of ..................,w.:~§.b,;i..P:K~.9.~J..........................................................................Commonwealth of Pennsylvania,having died on I the ..............",l.9......t.h................"........,.........,....................day of ,.."...........Ma.r..c.h...""".."",......""""",........19,6,9.."seized and possessed of an estate subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania; Therefore,I,.........F.;r..a.P.:.c..~..s.....L.~.Q...............................................................................,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 AppraisementDescriptionofAssetValuasMadeforInheritance Tax Purposes $ PERSONALTY:,., Savings Account in Mellon National Bank .. and Trust Companv ---------------------$1 813675 Household furnishine:s 0"-100.00----------------- Total 1,913.75 1.913 75 7h R('to RJaVlC'(tN 11h Pe:TITffl6'"ro~SerrLt ""EO....,of Srntfl(£S T'f1~ . , .1 .,," ". 'rotal.:-'1.913 75-',,-, G'((u5..s ES7&iT ~Ittl3.1S , Le.s.s 9}(9)Pen ... P<..:>7 IT I tJ VI ltf-;)d,1J ~- ('[flill Ulfit.te..'-/.Sk·()1..@ Go/u -·Till..'N.It..J.7.4Y '12;1..Pt/'d CR iJ./.,,k f Rrc..1:1 f.l a 33:S''J 13,,c1iAt.... IJ t U :[L-tT.77J I"~,~.7i.(J.6,) '1""OTl:/L 1)4c..'"i IS.I,3 I form~;vi':;'~:~:~:'WlM"lla~~~~:~:;o~e~..~~::E~~~:~t~~;pK Appraiser ~-=7;?~~~.s~".;=:. Washington County -, RESIDENT INHERITANCE TAX APPRAISEMENT Estate of ESTHER ROCCO Deceased. Late of CANONSBURG "- Date of Dealh,M~.t~.4.J.~.,..l~J?.~.. Appraisement Docket t'ol.,~.I .. Page,Z2.5.::==.5 No.(i3..~.6.9~4.6..Z . Filed in Register's Ofjice,J..y.ly 9 J9..74. Amount of tax due,$. DEPARTMENT OF REVENUE ,-i -, trJ ~' .-. C'"-~ .. I ."l 1 .. Received, Examined and Approved,.. Wrote abo.ut Appraisement, Appeal f,.om Appraisement,.. Entered and charged,. ..-I ~ ....'..~. .- -',-.. -. ,-:..-;)-- # .~.