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Home My WebLink AboutOC1969-0566 - ESTATE OF FERDINANDOc,' " LAST WILL AND TESTAMENT , OF ITALIA FERDINANDO ....-'~' I,Italia Ferdinando,'of Monongahela,Washington County,. Pennsylvania,being of sound mind and memory,do make,publish arid declare this my Last Will and Testament,hereby revoking any and all wills by me heretofore made. FIRST:All my estate,real,personal or mixed,of whatsoever nature or wheresoever situate,I give,devise and bequeath unto my beloved children,Mario Ferdinando and Mary Balliard,share and share alike and tb be equally divided.between them. '.SECOND:I hereby nominate and appoint my beloved childr=-n Mario Ferdinando and Mary Balliard,as the executors of this my Last Will and Testament. IN WITNESS WHEREOF,I have hereunto set my hand and seal this icfCL day of L&\J;'\.;;1 (,~,1964,to this my Last Will and Testament. (SEAL) This instrument,consisting of one (1)typewritten page,bearing the signature of the above named Italia Ferdinando,was by her on the date hereof signed,pUblished and declared by her to be her Last Will and Testament,in our presence,who,at herreq1.!.~g.Y~and. in he'r presence and in the presence of each ot.her~·--we"beiie'vin·g her to be of sound and disposing mind and memory,hereto subscribe our names as witnesses: I I,. I I ,,:,,-,.''\0 a ~~~L"T;(',1(;~,=--~_A,,. "/'/\.l'J;..(~qG'~,_l\_'_<_ ,) ...-"~...•.."'~.... ..;.;.:~".~ "','" Form No.RCC-62 (2-64)THIS FORM REQUIRED IN ALL ESTATES WITH GROSS ASSETS UNDER $10,000,UNDER SECTION 701 OF ACT OF JUNE 16,1961, EFFECTIVE JANUARY I,1~62.(FILE IN~DUPUCATE WITH COpy OF WILL.AT':tAC~ED)--.(),j rr.- :.C-C (~-, oFFICE OF THE·REGISTER OF WILLS ..~[,'C'l'......( "'C:~~~••'"-.- County of ii~f?l;1~.r].gt.qz:1 . M~:r~.C?F.E;:rSi.~I).~n49..~J;l~)!I?-.ry.-~~~.l;+?<~q..r:..oi ~)..3.M~:rn~.P.~~PM~I ••M9P'q!)g~b~.1.a"..PQ..•..and (Name)1018 Chess Stre~r)Monongahela,pa. being duly_.~~_2~~_.according to law,deposes and says that he is the. ..Exe.c.u.t_Qr.s.... . -(Exec.,Adm.,Legatee,Etc.) of the estate of Ilt.alJ.a...E.e.r-d.lnand.Q..whose last residence was __JQl§__.Qb.E?.~J.LSJ."ID __M_Qn_Q.ngQ"b..e_la(No.)(Street) ______:e~~~~.Y.:~y_~~~§.._....deceased,and that the whole of the estate of said decedent,who died A2f'Jl---~!f-I_--l.969 (CitY,Borough or Township)(Date) consisted of: REAL PROPERTY REAL PROPERTY IN PENNSYLVANIA,WITH STATEMENT OF MORTGAGE ENCUMBRAN€ES 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 Located in the Third Ward of the Citv of Monongahela Estimated Value Washington County,pennsylvania,being Lot #83 in Lockhart Addition Size'SO feet bv ISO feet Having erected thereon a two story frame dwelling known as 1018 Chess street,Monongahela,pennsylvania Personal Property L t-r or .'C r C-o ~.-"--"--,Ct'.-,.-{,-;c- -('t ~.-.'.-, .-i ('( 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 the decedent as of the date of death.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 narries in which the account is registered. Jointly Held Property Estimated Savimr,s Account in Western Pennsylvania National Bank Value ...- Savings Book #32856 in the name of Italia Ferdinando and Mary ,..."L-?- Balliard ,~ 1018"both of Chess Streettp Mono~gahela"Pennsylvania.~.P (,v~I"V, r ,~1/2 of $285.85 r o.f •..$142{92.Ir-"c ,l ':,.., ('~ r , ,r 0,.. ,\i"[':. . Transfers within TWO YEARS Prior to Death ~,.:';((r (( (~i i:.[(',('r ~"...,.),-I '.,"'N 0 N E ..:. f C ~• 0 -.'r o :c ~~(,.'(:",-,-., . j r .,-t '.•v .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 -- y .'\~f'.1 ~.,-..... t\-1 ,\ "--..-.I '. 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 or otherwise,in estate.)are involved,set OR NO AT DEATH OF IN ESTATE forth this fact.)DECEDENT Mario Ferdinando son Yes 1/2 estate 413 Marne Avenue ,r;:r\C:::-::>".',~,..,T'\~ "...""....--,~~..J .MaW Balliard daughter yes 1/2 estate 10i8 Chess Street .,~"c ....,- 'Monongahela"pa..L:.Jvv.) ,,-,---,~,~--,-~~~-----~--~---------------------_._-------., NOTE'List first five items in the spaces so provided observe notations thereon and instructions...,,•DEBT OR CLAIM NATURE OF SAME AMOUNT THIS COLUMN iKEGISTER ONLY L.M.Frye Funeral Home Funeral expenses paid $1.440.)0 $ Decedent died living witp: daughter Mary Balliard Family exemption (will not be allowed unless decedent died residing with a spouse or children.)1~000.(DO Letters Administration Expenses *'i2.(0 Counsel fees * Fiduciary commission * OTHER DEBTS AND CLAIMS (*)See Note below ,I,I "I I I ,I j ;Ii.I Total ~9 472 00 RESIllENT DECEDENT DEBTS AND DEDUCTIONS CLAIMED..'.- Note:.The estate agrees.to advise the Register of Wills jf the amount actually paid in sett~ment of llnyje~mis ion or debt is ,~,.01'less than the e~timated amount claimed and allowed.A'Ij~~7.....t-t. •SUb~cribed and sworn to before me.this ~.fr~........./(/(3,./)1aMI.;L?~. ..-~f/xecutor-Administrator) ............~..J;;y of..",19.".r>j!"nRJ;lg\W~J.;e,. ........... ..~....,..1 i(Street NUm~er) ~,'h.".'·i :','~:':""L10 .'.~~.~~~..'!~l!..?-.. /]",,:;..•..".,"I •:;'8~~t:':,"'':~r t l,t~1'(City or Town and State).-,,;'"·~ldl...• r~'~;f~~'~~'~~~-'dUI;'~:~:'n':cc~rding to law,I do hereby certify that the above appraisement is made in conformity with law on this .....~dayof ~,19.~{)!~ .......(J !J ~J.r 0 ~!...d~...~.f!(.b ....~"7'-"~'pprl\lSel' In the event that any future intel'est in this estate is transferred in possession 01'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'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 ..iA:-J.~.....County,Pennsylvania,do respectfully report that I have allowed debts and deductions in the amounts cIaimedby deponent(!excepta~to those items where a greater or lesser amount is set forth in the last column to the right in said schedule above,which greater or lesser amou~sentsthe sum allo~ed as a deduction. Dated:"~··?I·/·9.·?O..........l...~~.~ J (, tl ::? Form No.RCC-62 (2-64) ,, ,r ,1 #-0'j ..I.OU :/~:' ".- , I :'.. ,, 1 L' '- '.) r WillAdministration INo Year . IN THE. MATTER OF THE APPRAISEMENT OF THE ESTATE OF ...1=t;.a).:i.8:.f.~~<;l.i.I)?nqo . Deceased Late of r:'I9nqpgq.l;l~.:I;~. County of ....W~;>h:i;~~ton................ Commonwealth of Pennsylvania REPORT AND APPRAISAL ,( ,~ I . "~ .-, .. " '- ... ;;;.:.. R C C-81 (2-64) COMMONWEALTH OF PENNSYLVAN IA DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS INHERITANCE TAX DIVISION NOTICE OF FILING OF APPRAISEMENT Mario Ferdinando and Mary Balliard IN YOUR REPLY PLEA.IE RIltF'IER TO J In Re:Estate of__I_t_a_l_i_a_F---,;er_dJ.~·na_n_d_o --_- ___v_rJa_s_h_i_n-:;gt:..-o_n County - FHe No.63-69-566 You are hereby notified that the origianal appraisement in the estate of I:tialia Fe~r~dr-:J.n=-:<an~d~o---------- has been filed in the office of the Register of Wills qf Washington County on October 7.,197!!2...Said appraisement reflects the following valuations: Real Estate _--'-__-5...;,:....5-0-0-.-0-0----- Pers ona1 Property _-~14==-==2....-"9;::::2'"-:___ Transfers -----"-"7'--7",...,...--,.,~----Total --,-:5:,..:,:-6;..:42--.;..•.;..92 - As to such tax that is paid within three months from date of death,a five (5%)percent discount is allowable.As to any tax that remains unpaid after one year from date of death,interest at the rate of six (6%)percent per annum is charged. Any party in interest who is aggrieved by an appraisement may appeal therefrom as provided by law. Date _.....:.0..;:..ct::.....:o;..:b;..:e..;:..r~7L,.;..;1::.;9:..:7.;..;0~_ Date of death:April 24,1969 Note:This is not a bill. Signed ~u/duP ~d Title Alfred ~osi Appraiser I ~ filoCC-39 (5-68) COMMONWEALTH OF PENNSYLVANIA TRANSFER INHERITANCE TAX RESIDENT DECEDENT SUMMARY Estate of Ferdinanda Italia (Last Name)(First Name)(Initial) DATE OF DEATH 4-24-69 FILE NO.63-69-566 REPORT OF INHERITANCE TAX APPRAISER I,the undersigned duly appointed Inheritance Tax Appraiser in and for the County of__W_a_s_h_in~g~t:-a...: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:~).~/92d ~~LJOiHERiTANCETAXAPPAISE 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",W.hi~ouotrepreseot'the 'urn allowed as a deduction.'- Dated:...~~ REGISTER OF WILLS VALUE AS REAPPRAISED $-------+--5.500 00 .L4"'7" 5.642 92 2.472 00 3.170 92 $4,000 00 .1.4'::'1':: 4.142 92 2.472 00 1.670 92 VALUE AS REPORTED VALUE AS APPRAISED $ INVENTORY Real Property (Schedule A) Personal Property (Schedule B) Transfers (Schedule C)I Joint-Held Property (Schedule~E) TOTAL GROSS ASSETS Less Debts and Deductions (SCHEDULE F) CLEAR VALUE OF ESTATE Valuation of life estates or FOR USE OF REGISTER ONLY Tax on $__-;:,--::-:=--+-="....-2% Tax on $3.170 92 (6%) Tax on $'!%' Thxoo$1~ Thxoo$1~ Exemptions * Total Estate -+-__ TOTAL TAX COMPUTATION OF TAX $------.,...,'<?'<"'"----+--.,..---$1...:.--)lU---+_2.....:::~j5_ $----------+-- $-'-----------+-- $--------+--- $------_1...-- (*)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 $--------1 AMOUNT OF ESTATE TAX ASSESSED $----~L- Estate tax paid $.....JL- BALANCE DUE $-------~~ Add interest at rate of 6%from E ------lto-----$-----~, TOTAL TAX BALANCE $------~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. IN THE Year MATTER OF THE APPRAISEMENT OF THE ESTATE OF Deceased Late of . County of Commonwealth of Pennsylvania REPORT AND APPRAISAL • I -~ Fonn RCC-2 COMMONWEALTH OF PENNSYLVANIA DATE ........Q.c::.t.9.p..E3..r.....7"......l.rJ...Q............... DEPARTMENT OF REVENUE RESIDENT INHERITANCE TAX COUN'r't .....W9.:.~.h:i.,.I?:gt..9..r.l...........................BUREA'U OF COUNTY CO~LECTIONS .....................,...APPRAISEMENT FILE NO...........?;?::.§..9.:.??..?................................................HARRISBURG.PENNA.17127 Whereas,.....................l.t.~lia ....f..e.r..dinando.....................................................................late of ...............Monongahela........................................................ in the County of .............~l~~?~?~.?~............................................................................,...........Commonwealth of Pennsylvania,having died on the ...............?4~.h.....................................,............................day of ...............Ap:r;:?::~..............................................19...~.9...,seized and possessed of an estate subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania; Therefore,I,...........Alfr..ed...T~os.i...................................................................................,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 transferinheritancetaxesatthelawfulcollateralrateonanysuchfutureinterest. Unit AppraisementDescriptionofAssetValuesMadeforInheritance Tax Purposes $ Realty: Located in the Third \'J'ard of the City of Monon.e:ahela. Washington County,Permsylvania,being Lot #83 in Lockhart ., Addition Size:50 feet by 150 feet Having erected thereon a two story fram dwelling known as 1018 Chess Street.Honongahela.Permsvlvania.5.500 00 Jt.Held: Savings Account in vJESTERN PENNSYLVANIA NATIONAL BAI'J'K SAVINGS BOOK 1132856 in the name of Italia Ferdinando and lv'Iary B alliard both of 1018 Chess Street,Monongahela,Pennsylvania. 1/2 of $285.85 142 92 Total Ii 942 92 I I , I Having been duly sworn according to law,I do hereby certify that the above appraisement is made in con- formity with law on this.~.......day of···~···································'§l19.....:2."........~.....rf~..........,~....m()A................ Apprai8er ..........................................................................................................................................................uJ...(Number and Street) ...................~..................................,.....................,Penna. (Post Ofllee) - \~ \.HWashingt:on;.County RESIDENT INHERITANCE TAX APPRAISEMENT .Estate of IZtalia..F.erdinando . Deceased. Late of .........M.01lODgahela.......•.................................................. Date of Death,April ~$..196.9 . Appraisemeilt Docket Vol.,-31 . Page,'ZJ,,7'!".4 No 6J.....6..9~5.6.6.. Filed ill Register's Office,Q~;r..Ja-19..7.9.. Amount of tax due,$. DEPARTMENT OF REVENUE Received, Examined and Approved,. Wrote abo,ut Appra.isement, Appeal f,.om Appraisement,. Entered and charged, , ( ~