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HomeMy WebLinkAboutOC1969-0683 - ESTATE OF LABELLA SRLAST WILL AND TEST1~NT OF FRANK LaBELLA,SR. I,FRANK LaBELLA,SR.,a resident of the City of MonongaheJa, Washington County,Pennsylvania,being of sound mind and,memory, hereby revoke all wills and codicils,as W':ll as all instruments of a test~mentaiy nature heretofore made by me,and dd hereby make,publish and declare this to be my Last Will-and Testament in manner and form following: FI'RST:I direct that all'my just debts,funeral and testa- :nentary expense's shall be paid by my Executor hereinafte r named, asso~n as conveniently may be after my desth. SECOND:I hereby give,devise and bequeath all of my property,real,personal and mixed,of whatever nature and where- =oever.situate,\~1ich,I may own or have the right to dispose of at the time of my death,unto my son,FRPMK LaBELLA,JR., E igned,sealed,published and declared'by FRANK LaBELLA,SR.", The ab0ve named Testator,as and for his Last will and Testament, I!rI j: i [: IiII II Ii i !! ! j !IIIII ,I ..~ ~ .),'I/J/i ,1968. THIRD:I hereby nominate,'constitute and appoint my son, names a3 witnesses. ar.':!.in the presence of'each other,have hereunto subscribed our in the presence of us,who,at his request,and in his presence, IN WITNESS WHEREOF,I have set my hane and seal to this My . f -7;(_-1j"V),('Last will and Testament,thlS i v-'day of,/c(L~ d ..-tJJ:;~.(j)~(SEAL) ab?oh.:.tely. F.:u\NI<LaBELLA,JR.,Executor of this My Last.will and Testament. .~.t."W'~""""""''''''_ .l.' 1". '::~;~,g- RCC-I031l'54) COMMONWE~LTt-OF PEN-lSYLVANYA,:.~ :>EPARTMEHT OF REVENUE BUREAU O~H~OLNTY COL LECTIONS TRAHSFER'-.I{HE ~ITANCE TAX DIVISION ~;':"\; INHERITANCE TAX RETURN FOR INSOLVENT ESTATES ONLY OF RESIDENT DECEDENTS COUNTY OF __w_a_s_h_i_n....:9:...t_o_n _ / ..'.~'.This return m.JsJ be compte-ed in detoil and filed in duplicate,with the Register of Wills in the County where the decedent resided within one year after dat~':of <leath,unless an extension is granted by the Secretary of Revenue. W'II "607 Fourth Street I i,·Frank LaBella,Jr.,Admn.No.:;';\19__1,--::-;---,-of ---,M=-=-=o..:..n:..:o:..:n..:..goL.a.:::h7:-:::e;.;:l:..:a::";'7-=-p..:::e:..::.n::..=n.:::s~YL.:::l...:.v..:::an:::..::...:~::.:·a:::.-_ Misc..~i'~(Name)(Address) being -dufy ~~r..,accord,ng to law,deposes and says that he is the ....:E~x~e==c=u~t::..:o~r;=--:----::_ ',.f,(Exec.,Adm.,Legatee,etc.) of the estate o:f Frank LaBella,Sr.late of _---=M...:..o---;-::n::-:-o_n.....9::-a_h_e,-l_a---=,----:---,-_ (City,Borough,or Township) deceaied,aad·.t~oQt the 'II-hole of the estafe of s9id decedent,who died on_....:M~a:..yl._-=2:...4~,-=-=-l::..:9=-6:;=-=.9'--_ •'.(Date) consisied ofl the assets listed belo~and that allowable debts and deductions exceeded the fair ma'rket value of the assets and \- Department Valuation CAU'TION (Do not writ.e in this space) Estimated Market Value ASSETS (Attach additional sheets if necessary) Description of Asset no Pnns)·IV1:Inia Transfer Inheritance Tax is due......-"'- Swor!1.~nd sillJS.c:'i~-dbe~oreme .'the_~-=:-- PERSONAL PROPERTY JOINTLY HELD: Gallatia National Bank,Uniontown,Pa., in the name of Frank LaBella,Sr. ol::t<::Frank LaBella,Jr.in the year 19~avin9 a balance of $466.00 as of the date of death,~of which is sUbject to an Inheritance tax . .l:l being • • • •••.••• •'t.....$233.00 TOTALS $233.00 Dated: vic::or DiCarlo $1,590.00 Amount Approved by Register TOTALS $1,590.00 REPORT OF THE REGISTER OF WILLS I,the u,dersi;Jned d y til:!ted Register of Wills in and for the above County,do respectfully report that I have allowed deducti )ns in the mounts et forth in the above schedule as claimed,except where I have set forth a greater or lesser amount in the lut colum -ght,which greater or lesser amount represents the su a lowed as a dedu tion. 7/0 !:~'0~-..,e~:.--o:-:=:S;~-~~"....--....,L..""':"'~ReaistAr of Wills ~t " ') ,\\\]•I,I j •I~J~:\",.J,~",".,~(I ri'o .',1:>,,.•,,,\~,'(.\',\',~./(1'/<".;::.'~'~l>,.'">'.';~~:.'~~-:- ://111;0'1"1'f fl i'...~)~,n ,,,,'•','_'t..;Adm'ifii'strotidn ~No.Yeor__....- -~'/'J ~"}:::.,,(,:::--;;.'.1t 01.\:V "C.;:- -;;:,;..,".•••~...."/IN THE,"t •1(>o~,"~J:'0 •••,."'¢.."....,,,....L~Eb \1 \\''//'{ltll~t\;r.:r\EROF THE APPRAISEMENT OF THE ESTATE,OF FRANK LaBELLA~SR. Deceased • Late of MONONGAHELA County of WASHINGTON Commonwealth of Pennsyl~ania REPORT AND APPRAISAL, ,\, MONONGAHELA,PENNSYLVANIA 15063---- TO:_--=-F=RA=NK:.=.....=!L=a=B=E=LLA~z...'...=J..::...R:...:.._ 607 FOURTH STREET Da"e:_---=-:....:.:u=n:...:e--=6....!,.--::1:...:9-=6-=9~_ Co Jnty _~W~A.::.S.:::H.::.I::.:.NG.::...T.::...O..=.:N~--;-_,I CO mty Fi Ie No.__~3-.:...?_·_~_..2_f__--~~=---- BUIeau FiIe No._~t_3_-_h--'9:.....----.,;;,t:._·eY._:5__ _.OfFICIAL NOTICE OF INHERITANCE TAX .I AP.PRAISEMENT AND.'ASSE5.SMENT OF ASSETS·NOT SUBJECT TO ADMINISTRATION RCC-t3~(8·65) CO~.MO'lWE:ALTH OF PEtINSYLVANIA OEPA HMENT OF R :VENUE BJiiEAU'CF COUNTY celLECTIONS--.NH:RITANCE TAX O·VISION We hJve received notice that,~Ku~~mXXXXXXXX~XXY..x~XXXJ.=~19--6,9 you came into ownership of certain propert)through .~X\iiilBiJC.xDIOC ~-~~transfer from FRANK LaBELLA,SR. U.der the Inheritance and Estate Tax Laws of the Commonwealth of Penrsylvania such transfers are taxable JDd the liability fer the payment of the inheritance tax due is imposed upon you,as transferee. T~e Jroperty on which tax is hereby assessed consists of:Jt.Bank Acct.held in the Gallatin ~ational b~nk.Uniontown office,Uniontown,Pa.,in the names of FRANK LABELLA,SR.or FRANK LABELLA,JR~,Opened 4-26-56.Balance as of date of dec.th,$465.99 • i 5'&rJised by the Commonwealth,as o.f the date of de~th,at $4:...:6~5~.9~'~9 _ ___%of this amount is taxable at the rate of ·6 % ORIGINAL ASg:SSMENT AMENDED ASSESSMHIT Dl\TE OF ASSESSM:IH 'iJ'.l\X l\B L.E AMOUNT '_:S!:I\LlOWED CEBTS H:T Tft.XABlE AMOUNT 232.99$--------$-------- AMOUNT OF TAX DUE 13.98 o If yc-u pay the above amount within three (3)months 0:the da~of d~~tg of the decgdent,or on orb~fore ug.19 6 you may deduct a dsc::>Unt of 5%'Jf the amount of tax due,or - - ---.+().---- o This tax becarre delinquent one year after the date 01 death of the decedent and,in addition to the tex,statutory ir:terest at the rate of 6%of the tax per .nnum is abo due as of *_ l'in the-amount of ----~._----- RUCTIONS TO TAXPAYERS *tf t,e tax is net paid by the above date additional int~rest is due at the rate of 6%per annum unti I ,ad $1 3.9f $~=============.. ASSE'SSED BY:_-/-~:..l....oC4..-,L.;"'_L:...I<~~:lo-,-2t.L..I-II.~"""O=Z=='=....J__ (Age,t for the Commonwealth) ~PPRASED BY,~O:=:::::=":"".:....LL.-..,/-3-~~~~­ (Inheritance Tax Appr.ser) TOTAL AMOUNT DUE To illSure proper credit to your account this Official Notice must accompany your Jayment.Moil or bring it to: 1(~1'N.,t~ AGE~l F~F.ln~Lti~i\JoNW~AUtt OOUH'f t!PU$~ WA8HIN~19i&,PfHMA.l5~OR (over) If you have already paid this tax to an executor,administrator,attorney or other personal representative of the decedent for forwarding to the Commonwealth,list below the date pai.d,name and address of the person to whom you made payment,their official title and the amount.~,'":;-";' Date Paid Name and Address of Payee Official Title Amount Paid Under certain circumstances,if,after the date of death of the decedent,you personally paid funeral expenses or other just debts of the decedent,with funds derived from the property herein taxed,such amounts expended by you may qualify as deductions against the gross value of the property in the computation of tax due.If any such expenditures meet all of the three following tests,it is recommended that you itemize the payments below, execute the affidavit,and return this notice.The Register of Wills will examine the debts claimed and allow those which he determines to be proper.The tax will then be recomputed and you will receive an amended assessment of tax. THE THREE TESTS WHICH MUST 'BE MET ARE THAT:::,.....:..--.._--- 1 -You were personally legally responsible for.these debts,and 2-You actually paid these debts out of the account or property described above and can furnish proof of such payment,if required,and 3-These same debts are not also claimed,for tax purposes,by an executor,administrator or other person.al representative of the decedent hand Iing the admin istrationof the general estate of the decedent or any other transferee. SCHEDULE OF DEBTS Date Paid Name of Payee Description of Obligation Amount Paid ._------.. TOTAL $ (attach separate sheet if requ ired) COMMONWEALTH OF PENNSYLVANIA) COUNTY Of _ SS: I,hereby certify that the foregoing is a just and true statement of funeral expenses and other debts of the decedent,,for wh ichl was legally responsible and which I did payout of the property herein taxed.I further certify,that to the best of my knowledge and belief,the~e same debts wi II not be claimed by any other person,for inheritance tax purposes. SWORN AND SUBSCRIBED BEFORE ME THIS DAY OF ___________~19--. REPORT OF REGISTER OF WILLS Si gnature of Taxpayer I,the undersigned,duly elected Register of Wills in and for the above county,do respectfully report that I have allowed .deductions listed above in the total amount of $........__" Date of Approval:_ Re~ister of Wills Fonn :tee...,11·.,......; ~..':.....,. .':.DEPAR~~~~OF.EVElIiUE. '~BURE~U 6f COUNTY COLLECTIONS~/.... .R.ARRIS"URG,PENNA.17127 . .\ COMMON"WEALTH OF PENNSYLV.Ar\IA '.RESIDENT INHERITANCE TAX APPRAISkMEl'tT DATE ~..~.~~J.!.."!.~.§..~_. COUNTY Y!~.~~.!.~?~.~.~_. FILE NO §..~.::..§..~.::.§..~.?. Whei'~as,::;..¥.:~~~Hi·~~~.~~A ..'-§.~.~late of M.Q.N.QN.G.AHE.LA . .in the County of :Commonwealth of Pennsylvania,having died on. .25th...May :69 .the day of 19 ,seIZed and possessed of an estate sul:ject to Inheritance Tax uncler the laws of the Commonwealth of Pennsylvania; Therefore,I,_w..,R....:C..HA.NEY.,an apprai.3er duly appointed according to law, haloing teen designated to make a fair and conscionable appraisement of:he said estate,and to assess and fix the cash value'of aU 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 enJo!ment to collateral heirs of the decedent after the ~xpiratlon of any esr.ate for life or for years,the Commonwealth hereby expressly resenes the right to appraise and assess transfer InhedtancE taxes at the lawful collateral rate on any such future interest. Unit ApprallementDelcrlptlonofAllatMadeforInharlhnc;-Values Tax Purpolal $ JT.HELD PERS.: Tf'R!l""t,A,..,...1.",,1 ~;....1.....("OAT T A'1'TM l.TA T-- BANK.UNIONTOWN OFFICE.UNIONTOWN PA in t:h~n;lmp.~"f FRANK LABELLA.SR.or FRANK LABELLA.JR.0 ...4_?h "h Balance as of date of death,$465.99 one-half ta kable 232 ~9 : ..............................'"_. ) .<:::::=~"---6~~~=~.....d~-:'>A..~,Penna. ...WA$HJNG.T..QN :.COU1lty..................... RESIDENT INHERITANCE TAX APPRAISEMENT Estate of ..............f.MNK.LABELLA.,SR.•...................Deceased. Late of MONONGAHELA.......................................................................................................................... Date of Death,MAY ·2-5.,.·1-969 ·.···.. Appraisemel!t Docket Vol.,:3.7 .. Page,~.~.~.:.~N o §.~.~.§.~.~.Q.8..5 . Filed in Register's Office,J.:.~.~.~.l..1...,..19 69 Amount of tax dtle,$,.. DEPARTMENT OF REVENUE Received, Exa.mined and Approved,.. Wrote abo.ut Appra-isement,. Appeal ft-om Appraisement,. Entered and charged,. t. f " p R C:;-8\(2-6<) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS: INHERITANCE TAX DIVISION .. -~ NOTICE OF FILING OF APPRAISEMENT FRANK LABELLA,JR. (Executor~"mi~)' IN YOUR'REPLY PLEA8E REFER TO 37-228-6 J In Re:Estate 0 f .:..F.:.;RAO-,-,.:.;N.:.;K:.......:::LAB=.::EL=.=LA::..::.L,--=S::.:R~...;,.-_ ______W_A_S_HI...,.--NG_T_O_N County _FileNo.63-69-685 Dear !vIr.Lahella: You are hereby notified that the originalapprais~ment in the estate of Frank Lat-ella,Sr. has bee3 filed in the office of the Register of Wills qf Washington County In June 18 ,19~.Said appraisement reflects the followi3g valuations: Real Estate ..........--'--=-~-=-::::----- Personal Property 2:::;.3,:;.3..;;,.-_00 _ Transfers _ Total -,_...:..'.!::2:../.3..J.3..L.~O~O _ As to such tax that is paid within three months ,from date of death,~five (5%)percent discount is allowable.As to any tax that remains unpaid after one year from date of death,interest at the rate 0:six :5%)percent per annum is charged. Any-party in interest who is aggrieved by an appraisement may a~peal ~herefrom as provided by law. D~te J_un_'_e_l_8~,_l-,97~O _ Title W.R.GRANEY,CHI PRAISER [ATE OE DEATH:May 24,1969 ESTATE INSOL'ilElIT Note:fhis is not a bill. ~ ~.....:C-39 5-651 COMMON~EALTH OF PENI':SYLVANIA TRAI..:5FER INHEP.ITANCE TAX RESIDENT DECEDENT !... SUMMARY Estate I)f ::..ABELLA , Ca~t Name) FRANK, (First Name) SR. (Initial) DATE OF DEAT'i_..::..5_-24-,---:...6.:-9_FILE NO.63-69-6E:5 REPORT OF INHERITANCE TAX APPRAISER I,:he undc:rsignedJ duly appointed Inheritance Tax Appraiser in and for the Counly of Washington Pennl;yhan:a,d.)respectfully report that I have appraised the real and personal property as reported in the foregoing return at Ihe ..Iu,"'"fo,'h upp.';le each Hem ;n the la"cnlumn In 'he ';Ohl OU'e<"A","B","C",and "E", Dated:Oe.-18-~O _..~::;~~-(k '11< 0:-24-69 I~::;//'INHERITANCE TAX APPRAISER /' REPORT OF THE REGISTER OF WILLS 1,.he unde rsigned.duly elected Register of Wills in and for Washington County,Pennsylvania,do respect- fully f1epsrt that !I have allowed deductions in the amounts claimed by deponent,excep~as to those items where a greater or lesseD amOIl.llt is set forlb in the last column to the right in Schedule "F",which greater or lesser amount represents the sum :~::.d u.d~::::~o ~~ RE·3ISTER OF WILLS 2'1'1 mo 233 10 1.590 lO e Insolventat $ 2'1'1 :10 233 )0 1.590 )0 Est VALUE AS REPORTED VALUE!\S APPRA1SED VALUE AS REAPPRAISED $$-------1--- ~NV~NTOR": Real Pro)er:y (S:;hedule A) Persoul Pnper·y (Sche4ule B) Transfer!(Schecule C) Joint -Held Property (Schedule E) TOTAL 6ROSS ASSETS Less De~.ts and Deductitens (SCHEDUL'::F) CLEAR vALUE OF ES'IATE ValuiHion of life estates or COMPUTATION OF TAX.FOR USE OF REGISTER ONLY Tax 011 $-----------4--A Tax OIL $(gj) Tax 01lJ $5% Tax ot.$10% fixoc$1~ Exemptiols '" Total ~s!ate ~__ TOTAL TAX $--------+--- $---------4-- $---------4-- $--------1--- $--------+--- $------_..1-_- ("')As evidenced by Chari table Exemption Certificates issued by the Secretary of Revenue. :",ef s lax po·eviousl.¥paid BALANCE Less ~%'If 1!ax it paid within 3 months aft·=r death BALANC~CF INHERITANCE TAX DUE $t= Add inler-=st at ra.te of 6%from_____to $----l . AMOUNT OF ES'::ATE nx ASSESSED $-------IL- Estate,ta=paid $__--,-__--Il-BALA.~CE DUE $-----lL- Add in.erest at r~te of 6~from ~ ------lto-----$--------1' TOTAL TAX BALANCE $-----~PAID $-J FOR [Sf.OF REGISTER ONLY ADJUSTMENTS NOTE:Whete subseque~adjustments are made to the above computation of tax by the lRegister of Wills,for proper reason,' S:lmc shculd be roted below,with short explanation. AWdill . .tr'l No . mInIS ation ~ IN THE Year . MATTER OF THE APPRAISEMENT OF THE ESTATE OF. _F.MNIC.MJ3.E.L.4I\-'.._~l:l ~.....__..._..... Deceased· Late of ____}10NQNG.~_._._. County of . . WASHINGTON.. .Commonwealth of Pennsylvania REPORT AND APPRAISAL t .~- Fonn Hec-~. COMMONWEALTH OF PENNSYLVANIA DATE .........................Y.:WJ,~.....l$..,......197.Q......./ DEPA3.TMENT OF REVENUE ..,RESIDENT INHERITANCE TAX COUNTY .........................w.~.§..@p.gt..9..p..........,.._.................Bt~EAU (IF r.:OU:~TY COLLECTIONS HARRISBURG,.PENNA.17127 APPRAISEMENT .;JflLE NO.63-69-685 "..........................................................,........................................ W:1ereas..Frank Labella Sr.late of .................................}~<:lJ:l.c:>J:l.gc3.l.?:.~~~...............................................................................................................1....................................................................... in the Gountyof .....................................W9.::?htn..,gt..9D:...............................................................Commonwe:llth of Pennsylvania.having died on the ........._...................................~:4....t.h...............................day of ....................Jt..~y..........................................19...99.....seized and possessed of an estate subject to Inberitance Tax under the laws of the Commonwealth of Pennsylvania; Tber£,forE-.I..................................W.•.R.......C.haney..............................................................an apprais:!r duly appointed according to law. havL-lg bEoen designa:ed to make a fair and conscionable appraisement of the said estate.and to assess and fix the ~as~",aluE of all annuities and life estates growing out of said estate.hereby file the following appraisement: In the ever_t that a:::lY future interest in this estate is transferred in possession or enjoynent to collateral heirs of the decedent after the e:piraUc.n of any estete for life or for years,the Commonwealth hereby expressly reservES the right to appraise and assess transfer inheritance ;axes at the 1:l.wful collateral rate on any such future interest. Unit Appraisement Description of Asset Values Made for Inherltaree Tax Purpoles $ p:E:e£)CNALTY : Gallatin Natioml Bank.Uniont01m.Pa••in the name .- of Frank Labella,Sr.or Frank Labella,jr.233 00 .- . Total 233 00 ESTATE INSOLVENT .............................2)..=..,......................................•Penna. ..(Poat Office) ,WASHINGTON CoUllty RESIDENT INHERITANCE'TAX APPRAISEMENT Estate of ..,".,FRANK LAB,EL.LA,$.R " ",.,,.. Deceased. Late of MONONGAHELA Date of Death,..,J1~y ?41 ~.9..??,.. Appraisemel!t Docket Vol.,3...7 .. Page,22.8:::-.6 No 63.'::':.6.9:::-.6..6.5 .. Filed in Register's Office,.J..'!Jl1E3.;J.,.E5.19..7Q.. Am.ount of tax due,$. .DEPARTMENT OF REVENUE Received, Exa.mined and Approved,. Wrote abo.ut Appra.isement, Appeal f"om Appraisement,.. Entered and charged,. { ..