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HomeMy WebLinkAboutOC1969-1002 - ESTATE OF CAPUTO'"J. &3--t1-/tJocZJ. Affibuuit emf 1J:xrrutnr emr Abmiuil1trutnr l'tatr of Jruu5yluauia,~55: C!!Jl1Uuty of 1IIlIa5~it1gtot1 ~ Personally before me,the undersigned authority,a.N.o.tary P..ub.li.c ..in and for said County and State,appeared EMILIE LEONARD who,being duly sworn according to law,deposes and says that she is the executor or arlxni1lix:ooit0lt of the estate of .D.E.LLA C.A.r..U~.Q deceased,that the foregoing schedules constitute a complete inventory and appraisement of the real and personal estate of.....DELLA CAP..U:I'.O , deceased,except real estate outside the Commonwealth of Pennsylvania;that the figures opposite each item of real and personal estate in the foregoing schedules are determined and stated by the undersigned to be the fair value of said items as of the date of the decedent's death,based upon a just apprai§~mentof each item made by the above named Executor Administrator.. , day-o;~?f~;;~;:th".jo?.~...~...~~.......:.. ..........~4.t2.:~~.. AN!lJ:S.P.RINCE,NOTARY pUt:1l1e ADDITIONAL,INSTRUCTIONS lI1Afiol~'l\fe¥f¥bf)piffi'U~cF>i!fliled.9~ithin three months;after appointment of personal representative. 2.RV§trp))t:em~flt1¥lgi~efrf~;j;yPmustbe filed within t1Urty days of discovery of additional assets. 1 Original and 2 Copies and 2 RCRI-34,Under $10,000;1 Original and 2 Copies and 2 RCRI-33, Over $10,000,including Copy of Will;1 Origij:lal and 3 Copies and 2 RCRI-33,Over $50,000,in- cluding Copy of Will and copy of Federal Estate Tax Return. REFERENCE FOR ADDITIONAL COPY Act of 1947 P.L.513 Sec.5.2,72 P.S.4844.2 3Juufutnrg attll!\ppraisrmrut I of the goods and chattels,rights and credits which were of D.E.LLA C.AP.llT.Q ,.late of c..e.nt~.I'.y.1.1.1~..,.r..a.-... Washington County,Pa.,taken and made in conformity with the abrroe affidavit. LOT NO.211 in the plan of lots known as Richeyville Plan of Lots upon which is located a four (4)room frame house (SEE Deed Book Vol.773,page 186) \ DOLLARS $2,000 00 CENTS I 'J " -' :~,....,;."t J.......... ~i ! ""'-.. L;,- ... FI!~m No,.~CC-62 (2·64)THIS FORM REQUIRED IN ALL ESTATES WITH GROSS ASSETS UNDER $10,000,UNDER SECTION 701 OF ACT OF JUNE 16,19601' !;F-IlECTIVE JANUARY 1.1962.\(FILE IN DUPUCATE WITH COpy OF WILL ATTACHED)/3 /.~U/-0 '1-/GJcY;;& OFFICE OF THE REGISTER OF WILLS County of ..Washll'lgt0n . ElYII.LIE..1E'ONJ\,RD:' :of .Box.12.8~..Richey:v.l11e o••P.a . (Name)(Address) being duly SYfQrn .according to law,deposes and says that he is the ~_~~_~~_~~~:t..~. _ ..(Exec"Adm.,Legatee,Etc.) DELLA CAPUTO .Centerville,Pa.of the estate of ..--------._whose last res1dence was -------- (No,)(Street) __________________________________________________..deceased,and that the whole of the estate of said decedent,who died__Augl.lS-t--2B-~--l9 69 (Ciry,Borough or Township).(Date) consisted Of: REAL PROPERTY REAL PROPERTY Il'lPENNSYLVANIA,WITH STATEMENT OF MORTGAGE ENCUMBRANCi:ES UPON EACH PARCEL AT DEATH OF DECEDENT, WHERE PROPERTY HEl.D AS JOINT TENANT OR TENANCY BY ENTIRETIES,GIVE NAMES.ADDRESSES AND RELATIONSHIP OF OTHER OWNERS. ) Real Estate LOT NO.211 in the plan of lots known as Richeyville. Plan of Lots upon which is located a four (4)room frame house Estimated Value (SEE Deed Book Vol.772,page 196)~)?7~$2,000.00 Personal Property NON E ~, 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.I ~----------------------------------------------------~ Jointly Held Property Estimated""" N 0 N E Value-;.'~,., Cd - .. - Transfers within TWO YEARS Prior to Death N 0 N E ,. Q .. 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 IN WHICH DECEDENT RENTED A SAFE DEPOSIT BOX THIS SAFE DEPOSIT BOX RENTED IN NAME OR NAMES OF RELATIONSHIP OF JOINT HOLDERS TO DECEDENT 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 Michael A~~h~~u ~~Sone Yes Sur Juris 1/4·v ~~r--~~ 211 Snring:Street Richevville.Pa. Joseph Dennis C~~··-I-~~nn Vt=>~C:ll'Y".Tn.....;'"'1 /11 .Box 309 Richeyville,Pa Janej Lou Caputo n~ll",ht:t=>""VOe::!.~t1"'".T,.,....~~1 l!l ~.- 211 Suring Street Richeyville.Pa. George William Caputo Son Yes ~ur Jll,...1~1/4 CMR Boy 4~1 (}Tt1 f'f'iss New York.New York: ........~.. \- RESIDEN'l'DECEDENT DEBTS AND DEDUCTIONS CLAIMED 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 Funeral expenses paid $$ Family exemption (will not be allowed unless decedent died residingwith a spouse or children.) Administration Expenses * Counsel fees * Fiduciary commission * OTHER DEBTS AND CLAIMS (*)See Note below IIIiIi (SEE Debts and II Deductions).I.j.II.I II .. ~ : Total Note:The estate agrees to advise the Register of Wills if the amount actually paid in settlement of any fee,commission or debt is greater or less than the estimated amount claimed and allowed. Subscribed and sworn to before me this 1.2 ..th .sl...Eml~ieXolI:.eonar.d 00·.00 . (Executor-Administrator) ........................day of ..Novembe·r····..··,19-13·.... ...S./...~i.t a .S •..P"riq.G~(.Se al.).. 'e~1.~:;"1C3 U01Q,!",~~~\".!....;....... 9L61 'II JafioPO saJ!dx]U8!SS;(;':l:~.:- ..Box..128 . (Street Number) ..Riche;y:v.ille)..Pennsv-l·vania-··..·..(City or Town and State) ;)1 idlld AH\tlON '3::JNICld 'S V1-•.•'J Having been'du;.~~or~~COrdingto law,I do hereb~;appra'ement is ~ade in conformity with law on this ....................0 M~day of Jfib........................00'19.7.~• '"~..:':p~~~i~;r"'" In the event that any futUl'e interest in this estate is transfel'l'ed in possession 01'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. .............................---_~.Dated: ...~E~ORT OF THE fEGIS'lflR OF)WILLS h~. I,the underSIgned duly elected RegIster of W.Ills In and for '-"':'''./J;~......County,PennsylvanIa,do respectfully report that I have allowed debts and deductions in the amounts claimed·'bY..deponent,~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 amount represents the sum allowed as a deduction. DEC 7-197~RUSSELL MAfdNO Registerof Wills [.-.Fo~No.Rce-""-M'.,ftc,tv-5 ;J.eJOf~., ",'".~,.. iIa..'r.vpn- 1'''-.":'~. ~ "'"() lAI ,,:, .J t'J .n.-:r· '-1 :,.. '(-,"f,../...~n ...... "'"1 -·4./....-~:,".r...c#!,.':.••,~•.,1lI:-:j'~~ ..~"/(.",".:::..:'.:.::-:- '':-••••,~>',<..........,....\......C.~#'r.."'-......,""\..-"~­.~~IN THE ESTATE OF OF THE MATTER OF THE APPRAISEMENT ........DELLA .CA.P.UTo.. Deceased WillAdministration INo Year . Late of Ce n.te r.v.i lle,. ..A t, ~<-.;-:..-),>.: ,ill"~. ,.:;;,~"::tf I,·t···~~:4'',_:,l''!' i;..t W~f~-;;c,l 1 r!i-'~ f.III i: I', ""I>,. \.... '"_.... r t.4i\ I~{"OI- i.I' 1..Yt-;. ~v, County of .~~~~=!-l!.g;~on..'O''O'.. Commonwealth of Pennsylvania REPORT AND APPRAISAL 'Vd ··OC)NOJ::)Nlf.!SVM 871//;\.-.10 ~L:IlSI~3dONP!\:I'~tT?SSiJd cr QJ UU.'~J'iZnfr r-I,'•rI'·i HJ.f1-V[-" !'Jr~ti~'""1 tII,: ~, ,----..,------,----------------------------------------- f' RCC-81 (6-71) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS HARRISBURG 17127 NOTICE OF FILING OF APPRAISEMENT ENILIE LEONARD (Executor or Ad~inistrator) I IN YOUR REPLY PLEASE REFER TO Inheritance Tax Division J In Re:Estate of _-:.D::.:E~LLA='-C~A~P~U~T~O ___.:\__ WASHINGTON County -File No.__6_3_-6_9_-_1_00_2 _ Dear SIR: Y h b t'f'd h h ORIGINALouareereynoIIetatte------------------ appraisement in the estate of D::..:E::..:LLA=c=........::C::..::AP=-'U-=T-=O _ has been fi led in the office'of the Register of Wi lis of_-I1lWlllA....SlilH...IN.LlllJG"LT.l..lO.n.N.i-._ County on NOVENBER :10,,197_j _,Said appraisement reflects the'following valuations: Real Estate 2-=j_0_0_0_.0_0 _ Personal Property _ Transfers _ Joint Iy Owned --,---=-=-=--~------ Total 22,:..!!..D_OO_O-'.~O_O _ , 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. IDECEMBER:6;.\,1973Date _Sign'd~J~ ,Title ~~vJ I DATE OF DEATH:AUGUST 28,1969 Note:This is not a bi II. f .• •RCC-39 (5-68)'... \ \" COMMONWEALTH OF PENNSYLVANIA TRANSFER INHERITANCE TAX RESIDENT DECEDENT SUMMARY Estate of e:Aff.U'l:,Q~DE1LA (Last Name)(First Name) DATE OF DEATH 8-28-69 (Ini tial) FILE NO.63-69-1002: REPORT OF INHERITANCE TAX APPRAISER R DECEMBER 6,1973Dated:------------- I,the undersigned duly appointed Inheritance Tax Appraiser in and for the County of__W~A__S_H_IN_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". EGISTER OF WILLS DEC 1 ...197j'RUSSELL MA~INODated: I,the undersigned duly elected Register of Wills in and fr~~a.&:1&::!:.'!:::1-:~:::l1::::::'-_ fully report that I have allowed deductions in the amountS claimea--bY'~depon lesser amount is set forth in the last column to the right in Schedule "F" allowed as a deduction. VALUE AS REAPPRAISED $----~--+--2,000.00 2,000.00 1,161.54+ 838.4,6» VALUE AS APPRAISED $ VALUE AS REPORTED $1= =====11~ 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 FOR USE OF REGISTER ONLY Tax on $--1__2% Tax on $@ Tax on $5% Tax on $10% Tax on $15% fu~ptioos * Total Estate -I-__ TOTAL TAX COMPUTATION OF TAX $--------+--- $-------'---+--- $-,-------+-- $-------~­$-~-----+-- $_------L-._ (*)As evidenced by Charitable Exemption Cettifisates 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 $~ Add interest a\~ate of 6%from $--,-IL AMOUNT OF ESTATE TAX ASSESSED $-------11- Estate tax paid $--Jl- BALANCE DUE $------__~~ Add interest at rate of 6%from ------lto-----$----------It=TOTAL TAX BALANCE $------1. PAID $-1 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 reasoq, same should be noted below,with shon explanation.'" Will t Administration -~No. -IN THE "Year . MATTER OF THE APPRAISEMENT OF THE ESTATE OF DELLA CAPUTO Deceased Late of . County of CENTERVILLE ..WASHINGT0.N. ~ Commonwealth of Pennsylvania REPORT AND APPRAISAL 1'> \1 .i Fonn RCC-2 •.DEPAETMEl'~TOF REVENUE BUREAU OF COUNTY COLLECTIONS. HARmSBURG,PENNA.17127 .I '.....,i¥i.J,,,,,lA'DATE DECD:1BER 7/,1973 .COMMONWEALTn OF PENNSYLYnN'·..· · ·..· ···,· RESIDENT INHERITANCE TA~\;~~""NTY WASHINGTON.COU ,. APPRAISEMENT FILE NO•..??::::.?.?.:~9.9..~. .Whereas,.P.~~.~~,~.~y.,~q ,,,,.late of ,~.~.~.~~~y.!.~,~q~~.\,JASHINGTON '.in the County of ,,Commonwealth of Pennsylvania,havmg died on the ;??~J:1,,..:,day of A.lJ.Q-~.~f.19§9.,seized and possessed of an estate subject to Inheritanc 'under the~It?e Com~onwealthof Pennsy~vania;.. Therefore,I,;~,an appraIser duly appomted accordmg to law, having been designated to make a fair and conscionable ap~aisement 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 AppraisemenlDescriptionofAssetValues'Made for .lnherllance Tax Purposes REALTY t $ SEE COpy OF APPRAISEMENT 2,,000.00 , , , II 0. f '. j , form~;v~fhbl:~::I:h~Sw~.~~~%~~.~.~~:.'~:;o~e~~~.~...C~.~.~i ..at~~raise ent is made in con- ...................................................................1973. ~Ek:;~~~~ VJASHINGTON ............County ~ RESIDENT INHERITANCE TAX APPRAISEMENT Estate of DELLA CAPUTO Deceased. Late of CENTERVILLE BORa Datc of Dcath,AUGUS.T.2$.,.l..96..9 . Appraisemei!t Docket Vol.,3$~. Page,..?:?.No...??:.??:~.?.?..~ Filed in RegiSter's Office,p.EG..•.....Q.L 19..73 . Amount of tax due,$. DEPARTMENT OF REVENUE Received, Examined and Approved,. Wrote abo.!lt Appraisement, Appeal jt-om Appraisement,. Entered and charged, ~"//):- '0 ( " .,.,.....,..-......'t ~.~,. '-,;: \.'t~~. ,. ". Form .~C'..C.1p, -1-'"....V....1_", OFFICE OF THE REGISTER OF WILLS OF _--!.!\V'-LAu,SLl,HL,jI....N.J.lG..s.,T.&..;OiloLNu.-_COUNTY AND AGENT OF THE COMMONWEALTH STATEMENT OF DEBTS AND DEDUCTIONS DEDUCTIONS ALLOWED IN I 'HE SUM .,•..•••.....••\l~1~1 DATE APPROVED 1.{(.A..G...1.\.~......r-R~~l.~~ ESTATE OF _.:::D==E'-=L~L~A:L-~C.£lA.=.P....l:UWTuO~LATE OF __~C~ean~t~e::...L.:r~V..J.1...J'L.'ue:::..,.,--J:P~al.-_ OATE OF FILING APPRAISEMENT -+-,DATS OF DEATH -=S:..::e:Jp::..t~e!!.m!..!:b~e:....r~..:!l~O!....L'--=1,;zq~6I..:q'Z.-_ DATE NO.OF NAME OF PAYEE REMARKS AMOUNTVOUCHEIIl , Greenlee Funeral Home F 1 P.i1'780 no-IA .t-t::::'..~Register of Wills F1 11 Yl 0''T 7'nn 1969 School Tax 78 ~7 1969 Borough Tax 2R C\U 1969 Countv Tax 21 6~ i 1968 i ~o q1SchoolTax 1968 Borough Tax 1q OQ George K.Hanna'A+:+:.f'o..o.20fl nn , - i , - , TOTAL ~1 1 h1 ~Ll COMMONWEALTH OF PENNSYLVANIA }ss:COUNTY OF Washington I,Ef4ILIE LEONARD HEREBY CERTIFY.THAT.TO THE BEaT OF MY KNOWLEDGE AND BELIEF.THE FOREGOING IS A JUST mTf,U E ~rA:pE{JENT OF DEBTS.FUNERAL EXPENSES AND EXPENSD OF ADMINISTRATION SUBMITTED TO THE ESTATE OF L A A TO DECEASED.AS DEDUCTIONS FOR INHERITANCE TAX PURPOSES. ....sl Emilie Leonard (L.S.) SWORN AND SUBSCRIBED BEFORE ME THIS 6th DAY Of"DECEMBER ,7 /),18 13Ck;L;,,/1 5£..-7f ..~u-=-- .ANITA S.PRINCE,NjTARY PUBLIC My Commission Expi,es CctobGr 11,1976 WashingtJn.Was.,ingtoil County,Pa. I 'i~,J ••T.J _~'" P,'~,<:r:-"j,.___. FllEO ~.<;;;//97 0; .. u C. .....""""..,,-""""",'-''''-''''_..--....-,''''._--------~~-_.~-~._-"",--_.------.......-:.-.--~..--.......""""-~-------'"'!""'------...........,... 2%Tax on $$,----------1IilI 81/100.__ _ ___dollars representing Pennsylvania Inheritance or Estate Tax due from the following estate: RECEIVED FIFTY-NINE and From:EMILIB LEONARD Add BlOI Usress --j :R1C1tEYVILLE,PENNSYLVANIA 15358 6%Tax on $,_...,:,8~3~8W1!.c:::!4[,3/6~__$,--..a'JS~O+.~3.1---111 File No,63-69...1002 Date of Death 8-28...69 15%Tax on $,_$---------- $--------rJ Date of Payment D_e_.~_e_.mb_.'_e_r-__l_9~.__1''_9..:...13_"'----I Name of Decedent __D_EL__LA_,'_,_C_AP~_UT_._0 ----1 %Tax on $$----------IID Estate Tax,Act of May 7,1927 $--------u $_---JooI5wO....3.;J..;11.----U $=:::::::;59~.~,8;b1===11 $__.....9u.•..wS:3ll.6 1f!I1 TOTAL TAX CREDIT Less five percentum of tax if paid within three months after date of death flus interest.at the rate of _6_%from 11-28.10Dateto__-'--'-_ ,, ','"I .......'. ..y ,{. ·,t ·1 ,\~ Vill ~[p [1:~,,©'ill1Jrn -5'E A ~:l",TOTAL AMOU~.~AID l\•.-'0 "..~':("\NOTE:This Triplicate Receipt ta b!retained,lor a'!~it IIJICP.~-V \ •'r '\.;J i-of:.,."\.#~ I ""..\,,'. /Received b~~-::....;..::·~'''~''-'I~'4';i.JI>,w;....~::=:,d-:-L....l~...:..;..~~!oL.1III NOTE:In accepting the transfer Inherltan~e'tOlt on future estates,prior to the death of th!,hfe tenant or tenont for years,as evld'enced b~this receipt,It is un,de'rstood that the Commonwealth(shall••,~ not be precluded or prevented from hereafter assessing additional Inheritance tax at the death oUhe--.,.!.i_"'*,..':'."I,.f-!.~.L.i.J..-.L;:::..s-:---'~...L..I~~=__7."":'1n-_1II life tenant or tenant for yeors whenever it 'appears'l~at such additional tax may be legally due a';;o=h' collectible for any reason whatsoever. Remarks: W MJRI -1 ~~-.:d'r ~ County W_AS_H_I_NG_'_T_O_N --l ----~---~-~_-..__..•-------------...-"---"-'-----~--~----