HomeMy WebLinkAboutOC1969-0570 - ESTATE OF MERLOJ
INHERITANCE TAX RETURN
FOR INSOLVENT ESTATES ONLY
OF RESIDENT DECEDENTS COUNTY OF_--"W=a:..=s=h=in=gs;;.z.t-=..o=.;:n=...__
RCC-103 (2-64)
COMMONWEALTH OF PENNSYLVANIA
DEPARTME~T OF REVENUE
BUREAU OF COUNTY COLLECTIONS
TRANSFER INHERITANCE TAX DIVISION
This return must be completed in detail and filed in duplicate,with the Register of Wills in the County where·the decedent resided within one
year after date of death,unless an extension Is granted by the Secretary of Revenue.
Misc.
being duly sworn according to law,deposes and says that he is the __-'A"'~dm~i"-"n==.··==i~s~t~r!::....a~t'-.:O::..:r"--_
(Exec.,Adm.,Legatee,etc.)
of the estate of _-MN...,!,i~c!l.Jh!...lool...l!o.lai!.JsOL-SLJ.......---oLM!o.J>eur'-'l~o>!.---late of __---;~W=-.==a.=s.=:h:=i;.::n::J;g;;Lt::::o:...:n==-:--:-7"_
(City,Borough,or TownshiP).,
deceased,and that the whole of the estafe of s(lid decedent,who died on_----'N~o:....:v:..::e::..:m:::·.=b~e--=-r:._...;l=l:..zl-.-:.l=-9~b-=ts:.-.._
(Dote)
consisted of the assets listed below and that allowable debts and deductions exceeded the fair ma~ket value of the assets and
Will
Admn.No.19__I,__----A.:.M....a.....r~vf____lP..,.....L.-.IoM.Ale.LAr.....,l~o!!!...-----of -----'2~0:::..9~E=~•.....:M7..::;:aTi-=d:..=;e=n:........=S~t~.~_(flame)(Address)
no Pennsylvania Transfer,Inheritance Tax is due.
Sworn and subscribed before me
the 13th day of Aug.19..7..l.-
(Title)
Type of Asset:
Real Estate,Pers.
Property,Jointly
Held Prop.or
Transfers
ASSETS
(Attach additional sheets if necessary)
Description of Asset
Estimated
Market
Value
Department
Valuation
CAUTION
(Do not writ.e
in this space)
No assets
TOTALS
REPORT OF INHERITANCE TAX APPRAISER
I,the undersigned duly appointeCl Inheritance Tax Appraiser in and for the above County do respectfully report that I have
appraised the real and pehsonal property as reported in the foregoing schedule~~P90siteeach item in
the last c1:mn;;the rig t.-'-',i,("",/.1,,_
Dated:!A;d ;'---7--It(1 /Inheritance Tax Appraiser
v
DEBTS AND DEDUCTIONS Amount Amount Approved
Name of Payee Nature of Claim Claimed by Register
owienson Funeral Cf~r.7 DHome..l,~89.70 I;
TOTALS l-Q8q 70 1.989.70
c
REPORT OF THE REGISTER OF WILLS
I,the undersigned duly elected Register of Wills in and for the above County,do respectfully report that I have allowed
deductions in the amounts set forth in the above schedule as claimed,except I have set forth a greater or lesser amount
in the last column to the right,which greater or lesser amount represents e sum a I wed as a deduction.
Date of Approval:~=cs-I ~~7/~~
Will )
.Administration No.Year
IN THE
c
MATTER OF THE APPRAISEMENT
OF THE
ESTATE OF
Deceased
Late of -,-_
County of _
Commonwealth of Pennsylvania
REPORT AND APPRAISAL
v
FORM 67
REV.1-50
REG.WILLS
Application for 11lttttrs of Allministration on tht
j
Estate of.NJ.Q.tlQ.~.§!l..,~.BJ£l.n ..
late of kl~~bingj;Qn ,Deceased.
Before the Register of Wills of Washington County
personally appeared Ji!!r.y.P..~~~.t.±Q :"
who,being duly sworn deposes and says that...Ni.cholas.J M.e.rla .
age .5.5 ,having..h~JL last family or principal residence at....2.Q9.E Maide.n S.tr.e.e:t .
(Street and Number).
..............~~~.~.~.~~~~~?~~.~!!:~~~y.~~~~,Washington County,Pennsylvania,died intestate
(City,Borough,Township)-.
at..De:tz:oit~Mi.chigan ; ,on the.l1.day of N.Q.y.e.mber..
A.D.,19 6.8 ,at.S..:1S A.M.,possessed of personal estate to the estimated value
$n.9.t\~,and of real estate in the Commonwealth of Pennsylvania to the estimated value of
$n.QXlJiL ,situate in ..
....................................................................................................................................................................................................................u ..
The names and addresses of the decedent's surviving spouse (if any)and other heirs including
heirs by adoption)are as follows.
RljSIDENCE
...~?-.ry ~.~J.1.~.!:~g }i;J~?9.2 ~.~.)'1~:.!g~n...§~.!!.J w.~J!.g.?:-ng~gJh r.~Ima.
::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::.::::::::::::::::::::::::::::::::::r:::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::
.....................................................................................................................· · ·1·..· · · · ·..·..
That deponent is ov.er 21 years of age,resides at 2Q9.E Maiden...s.t ..
Ii k'n+Pl'.............................t..~~.u:hnlD.y.Qn.,.eXlXlsy::v:an.la.~..
is a citizen of the United States and a resident of Pennsylvania,and respectfully applies for Letters of
Administration upon the Estate of said decedent,no letters having been previously issued thereon.
Sworn a~d subscribed before me this 7.~.b ..
day Ofi2 ~?-.Y.,A.D.,19 Q9...Lf3I~.-c.~.....................~..
REGISTER
COMMONWEALTH OF PENNSYLVANIA }SS:
WASHINGTON ~TY,%
And now ~.L ,19..?:..'!1,.comes M.a.r;v.P.Merl.o ..
who being duly sworn dOth depose and say that...!?~~will well and truly administer the goods and
chattels,rights and credits of ~Jg.h9.~.~~..A..,M~r..*.9.,deceased,.,
to the best of...h~.r......skill and judgment in strict compliance with the laws of this Commonwealth,mind-
ful of the laws relating to inheritance taxes.
Sworn and subscribed before me this 1.th .
day Of ~..J:t~Y.~....................v...~..
REGISTER
v h1..~£..~
::::::::::::::::::::.:::.:::.:::::::::::IJ..::::::::.:::::::::::::::::::::::::::::::::::::::::::::::::::::
{
'.
;=jf-/~~o
t3 -r:.f--:fj~
APPLICATION FOR
Letters of Administration
ESTATE OF
NICHOLAS J.MERLO
Deceased
R $.
Letters......................................................£"/C'
P $Z ..
Extra Alias $
Certificates ~~;;;~~~~:$:::::~:::::!..::::~:::~
R ..~$enuncIatIons ~.....
u:;l
......·..: ·····..·..·~·~·SE ··$..~~-<.".u>~1 .'..................................."'i"(a _..
,."n'l .."..:U U
Total ~;~~·
-"1::.#!i ':E:::o -"-j=z 0
~o 1.0'..
a
V1
Attorney
~2
of .~~t3 '1-f{2-
...,
,r •.j
1Knnm 1\11 jlpn iy ID4est 'restnts
Estate of N..i..g.b.Ql~~~..,~~.;r.l9...........................................}N f 19
0 0 ..
late of W.~.§.h;i...ngtQJ1 ,Deceased
KNOW ALL MEN BY THESE PRESENTS,
That we,~.P.Me.rla and RQs.e M Mer.~Q ;.
all of Washington County,Pennsylvania,are held and firmly bound unto the Commonwealth of Pennsyl-
vania,for the use of those interested in the estate,in the sum of $l.QQ QQ Dollars,to
be paid to the said Commonwealth,to which payment,well and truly to be made,we do bind ourselves,
jointly and severally,for and in the whole,our heirs,executors,administrators,successors and assigns,and--..0:-"'.~'.l'-::...,_~__~__._-
each and every of them,firmly by these presents.Sealed with our seals and dated the 1.th day of
M .c:!'.+-of.............U A.D.,one thousand nrne hundred and hl.~~.~:y,.~nmn~.
..~!1ko.;.J ....p.~(SEAL)
·If~..~·....··....·..........·..··(SEAL).,.
..........................................................................................(SEAL)
..........................................................................................(SEAL)
Sealed and delivered in the presence of:
...._~~..~.~~.~~~~..~~~'tr.~~t.~..~~..:~:~:~::~~::::::::::::::::::::::::::::
Administratod.x.or any of them,shall well and truly administer
the estate according to law,this obligation shall be void as to those who shall so administer the estate;but
otherwise,it shall remain in force.
jtattmtut nf jurtty
.(j'O
I,J!.Q~.~M.!t ~.~.r.J~L ,surety in the sum of $.l.~..(,..~on the
administration.bond in._the estate'of...~±.~P.:9.~~.~~.!~~±.Q ,say that I reside at
2Q9....E......Ma1den....8:t.r..ee.t.......,Washington County,Pennsylvania;that I am the owner of real estate,
the title to which is in my own name and duly recorded,situated in ,
Washington County,Pennsylvania,worth above all encumbrances $1 00.0.•.00 ;and that I am worth
the amount expressed in said bond,over and above my~'debts and liabilities.
.""....../~1:J.~.
..2.Q.9....E......Ma.1den...S.t.•.".W.aah1ngt9n,f..a.
Street P.O.
itattmtnt nf ~Urtty
I,~~E~~~~:,surety in the sum of $on the
administration bond in the estate of..,say that I reside at
..............................................................................,Washington County,Pennsylvania;that I am the owner of real estate,
the title to which is in my own name and duly recorded,situated in ,
Washington County,Pennsylvania,worth above all encumbrances $:;and that I am worth
the amount expressed in said bond,over and above my just debts and liabilities.
Street P.O.
C0l\n\10NWEALT.a..OF PENNS.YLVANIA,}SS.
WASHINGTON COUNTY,.
And now May,7..t.h.t........19 Q.~comes ~:.ar.Y.f.M.~r.l.Q .
who being duly sworn,says that he is acquainted with the financial standing of the securities to the within
bond;that the said obligors have each executed the said bond and that the sureties thereto are the owners
of real estate in their own right of value more than the penal sum of said bond over and above all incum-
brances and exemptions.
Sworn and subscribed before me this 7..t.b..,..
day of O ..Mg.Y.:~h A.D.19 §.~.......~1.~:;L:7..~..
Register of ~11s
-------------------------------...;....---------------~
~-
No.
111420
)
63-69-!>1o
i\llministration rannll
IN THE ESTATE OF
NICHOLAS J.MERLO
And now May 7 __,19 69
Bond approved and Letters issued to
Mar;y P.Merlo
j
who was dul~i3ed...",~------en(./)-<-,..-.of(./)(,
~r'?l _::0::=RU8~i1 ~ot::::):i--_.~------,Register
-.,);:.,....,.,
:E::o 5:••I;::=~r--.
'-0 .....'--'en 0
••
A
A
Bond Book 63 Pag.e0.-82
~2
~.j
RCC-81 (6-71)
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF COUNTY COLLECTIONS
HARRISBURG
17127
NOTICE OF FILING OF APPRAISEMENT
Mary p.Merlo
(Executor or Administrator)
IN YOUR REPLY PLEASE
REFER TO
Inheritance Tax Division
I
Nicholas J.MerloInRe:Estate of
__W_as_h_ingt__o_m_i,'County _File No.__6_3_-_69-~5J-:..7_0 _
,Dear Mrs.Merlo
,You are hereby noti fi ed that je-r-..-:-=-o,rr...-ig:--.;inal,_'_'---_
appraisement in the estate of a.cholas Merlo •
has been filed in fhe office of the Register of Wills of WashingtoDl.
County on lWov.1],,19-.68,Said appraisement reflects the following
valuations:
Real Estate -'-_
Personal Property _
Transfers ~_
Jointly Owned ---'--_
Total _
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 an appraisement may appeal therefrom
as provided by law.
Date Sept.20,1971 Signed
Date of death Nov.11,1968
Note:This is not a bi II.
Title __E'_'r_e_d_'F_<'o_s_i_,_
Estate Insolvent
RCC-39 (5-68)
COMMONWEALTH OF PENNSYLVANIA
TRANSFER INHERITANCE TAX
RESIDENT DECEDENT
SUMMARY
Estate of Nicholas di.Merlo
(Last Name)(First Name)(Initial)
DATE OF DEATH Nb.11,19~ILE No~3-69-570
REPORT OF INHERITANCE TAX APPRAISER
I,the undersigned duly appointed Inheritance Tax Appraiser in and for the County of__W<:..:.;a=s::..:hi=·n:=!RtQ..=-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:.September 20,1971
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 depone ,exce as to those items where a greater or
lesser amount is set forth in the last column to the right in Schedule "F",!\vhich great or lesser amount represents the sum
allowed as a deduction.I /
Dated:SEP 23 1971 RUS,SELL MARINO ~c(\J-.-l~.....~
REGISTER OF WILLS
VALUE AS REAPPRAISED
$-------+--
1.,989 701.989.70
InsolvE nt;
VALUE AS REPORTED VALUE AS APPRAISED
$$
CLEAR VALUE OF ESTATE
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)
Valuation of life estates or
COMPUTATION OF TAXFORUSEOFREGISTERONLY
Tax on·$---------4--
Tax on $---------4--.
Tax on $---------4--
Tax on $---------4--
Tax on $---------4--
Exemptions========F==Total Estate ---I-__
TOTAL TAX
2%
6%
5%
10%
15%
*
$-------+--
$-------+--
$-------+--
$-------l---
$-------+--
$..J....__
(*)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 $----J
AMOUNT OF ESTATE TAX ASSESSED $------IL-
Estate tax paid $---Il-
BALANCE DUE $ -----Il-
Add interest at rate of 6%from t=
------lto-----$-------1'
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.
IN THE
year .
MATTER OF THE APPRAISEMENT
OF THE
ESTATE OF
..Nicho1as..J e ..~1er10..
Deceased
Late of ....tlashingtarl"
County of ...Washington ..
Commonwealth of Pennsylvania
REPORT AND APPRAISAL
,..
..
o
I
t
Fonn RCC-2
DEPARTMENT OF REVENUE
BUREAU OF COUNTY COLLECTIONS
HARRISBURG.PENNA.17127
COMMONWEALTH OF PENNSYLVANIA
RESIDENT INHERITANCE TAX
APPRAISEMENT
DATE :?~P~..!?.Qj ~rJ..~.
COUNTY W.e.~.h.~~.9.~..
FILE NO ..§~§.?:.?:.7..9...
Whereas,~~~.h9.+.~~~.~~.~.~J.:!?late of /w:~~.~!?.~..
in the County of w.:~.;?~~.~:Commonwealth of Pennsylvania,having died on
N lith Nbv.71.the Qv day of 19 · ,seIzed and possessed'of an estate
subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania;
Therefore,I,.f.;r~~.~~~.9.,an appraiser duly appointed according to law,
h b d t d t k f . d bl t f th .d t t d t d fixavmgeeneSIgnae0mae a air an conscIOna e appralsemen 0 e sal es a e,an o assess an
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 aftertheexpirationofanyestateforlifeorforyears.the Commonwealth hereby expressly reserves the right to appraise and assess transferinheritancetaxesatthelawfulcollateralrateonanysuchfutureinterest.
Unit AppraisementDescriptionofAssetValuesMadeforInheritanceTaxPurpoles
$,
Insolvent,
I
.
>
Having been duly sworn according to law,I do hereby certify that the above appraisement is made in con-
formity with law on this ..20th..·......·.................·............day of ............se.pt.emb.~~.....~............;;..................................19.......7.l.
.........................................................,......~....pW...I/t-...............
Appraiser
.............................................,.............................,..............................................,.........................................
(Ifumber and Street)
.................................................,........................................................................................,Penna.
(Poat OfBee)
i'jashing:fi?z.l:......
Nov.11,1968
WASHI:,GTON
County
RESIDENT INHERITANCE TAX APPRAISEMENT
Estate of
NICHOLAS J.!vlEflli)
Deceased.
Late of
Date of Death,
Appraisemel!t Docket Vol.,d 7...
Page,tiZ/..I...:..3.No.6.3-69-570
Filed in Register's O!Jice,1)'
Amount of tax due,:$.
DEPARTMENT OF REVENUE
Received,
Examined and Approved,;.
Wrote abo.ut Appraisement,
Appeal j,.om Appraisement,.
Entered and charged,.
n
!
.~,
p'
----......
i