HomeMy WebLinkAboutOC1969-1106 - ESTATE OF MARTUCCI,.,.
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LAST \.-JILL AND TESTAMENT
!,.MADDALENA C. MARTUCCI, a widow, of the Borough of
Charleroi,· Washington County, Pennsylvania, being of sound and
disposing mind and memory do on this, the 12th. day of April,
1961, hereby make, publish and declare the following to be my
last Will ·and Testament.
1. I hereby revoke any and all Wills, Testaments and
Codicils by me at any time heretofore made.
2. I nominate and appoint my son, MICHELE G.A.MARTUCCI
to be the Executor of this~ my last Will and Testament and I dir-
ect that he be permitted to serve without bond.
3. In the event that my son aforenarnea should be unable
to serve or unable to complete the duties of his appointment,
then I nominate and appoint my grandson, JOHN A. MARTUCCI, to be
the Executor of 'this, my last \.\Till anc Testament and I direct
that ~e be permitted to serve without bond.
4. I direct that my executor pay, from out of the pro-
ceeds of my estate, all of my just debts including the expenses
of my funeral and the costs of administration. He is also author-
ized and directed to expend a proper sum for a headston~ and for·
church services.
5. I give and bequeath the aftermentioned sums to my
grandchildren hereinafter named:
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,...,._ • , ->c"f' ,... • .,....... .-;:r ___ <·--.,... <,....,...._...~-~~---o> -?1···'··--·~····~--~~·
JOJ-II\f A. J'vlARTUCCI-----$1,000.00
MADLYN J'v!J\HTUCCI------$ 500; 00
MARY ANN MAl~TUCCI----$ 500.00
6. All of the rest, residue and remainder, whether it
be real, personal or mixed, I give, devise and bequeath in equal
shares to my son, MICHELE G.A.MARTUCCI and my grandson, JOHN A.
fviARTUCCI .
In Witness Whereof I have her~unto set ~y hand and seal
this 12th. day of April, 1961.
Sworn and subscribed before us,
and in the presence of each of us this
12th. day of April, 1961.
. .. ,...· , ... ~ ..
' i\ffi~auit ®f 1fxrrutnr ®r i\~ministratnr
J;tatr nf Jrnnayluanta, ~ 55:
C!!nunty nf Banqingtnn \
·Personally before me, the undersigned authority, a ............. NQ:1;.9~.Y. .... P.YQ.J:.;9. ........................ in and for said
County and State, appeared ........................... M.lQ::m.W. ... ~.,. .... !.\.t ..... ~.T.P.~.~.~ ............................... who, being duly
sworn according to law, deposes and says that he is the executor or administrator of the estate of
MADDALENA ... C. ....... MARI.UC.C.l .................................................. deceased, that the foregoing schedules constitute a
complete inventory and appraisement of the real and personal estate of.MAD.D.Af.t~NA .... ~ ....... MAR.tQ~~.:t.,
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 appraisement of each
1. An inven,toJ;y must be filed within three months after appointment of personal representative.
2. A suppl~fu~htal inventory must be filed within thirty days of discovery of additional assets.
3. 1 Orig4J'a:li:and 2 Copies and 2 RCRI-34, Under $10,000; 1 Original and 2 Copies and 2 RCRI-33,
Over $.1.0~000, including Copy of Will; 1 Original 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
3Jnurntnrg anb ,.ppraiarmrnt of the goods and chattels, rights and credits which
were of ....... M@..P.~~A .... 9. .. ~ ..... ~1.9..9.~~ .................. late, of ... ~~~ .... ~.~~.~.~~ .... ~~ ... ~~~.~!~.~~ ........... ..
Washington County; Pa., taken and made in conformity with the abO'Ve affidavit.
Savings Account, Mellon National Bank & Trust Co.,
Charleroi o££ice., Acct. #
Checking Account, Mellon National Bank & Trust co.,
Charleroi O££ice., Acct • # 294-8436
TOTAL
DOLLARS CENTS
10,650 00
965 78
78
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Form RCC-33 . COMMONWEALTH OF PENNSYLVANIA
.DEPARTMENT OF REVENUE
BUREAU OF COUNTY COLLECTIONS
t.aLtt\ ~
/
RESIDENT DECEDENT MADDALENA c. MARTUCCI COUNTY OF ........ W.l\S.H.lN.G.tON ......................................... .
IMPORTANT: This return must be completed in detail and filed in dupllcate, with will attached, with the
Register of Wills of the County where decedent ·resided; F:eturn is due within one year after
date of death, unless an extension is granted by the Secretary of Revenue, (Section 703 of
. __ the __ In}:lerit~nce __ ~n!f .E.~ tate ~ax A,ct of 1~§1.) ·
::: .. :::~t~~:~~~::~:=~:::J:=::ICHELE G. A. MARTUCCI
State of ....................... ~~-~~Y..~.Y..~.~-~-~: ................................. :.} .
washington ss. County of .................................................................................................................. .
................................................................ .............. M.l.~W. ..... G. .•...•. A ..•....... MART.UC.C..l .................... , ...... . . ....... Eucutor
of the estate of the above-named decedent being duly sworn, deJose S and sayS
Decedent dJed ...................... Se._p't.~~~~~ ....... ~Q ......... (j;;;·;·j ........ , 19.(.~~~ ..... { =~eaving a lost will, copy of which is hereto attached. }
Name and address of attorney or} . .JC?~!l.~II ..... ~-~~-~~~~-'-..... ~~.9~~-:J:~.................... ........ .. . .................................. . :~::r a:~t:::irzees::ne:::cs:n:::~;; ~: - . . ...... 41.8, \11~~11.~~9~~~ ~Y~~~~~ ~~-~~~~~~~-~~". .. '. 1?.2?..?. ....................... ..
mailed.
That as such ........ ~.~~-~-~~-~~ ............... deponent is familiar with the affairs of said estate and the property con-
< ..:x.,cut.or·Adminislrat.or)
stituting the assets thereof and their fair market value.
That at the time of death there was no safe deposit box registered in jecedent'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
E
THIS SAFE DEPOSIT BOX RENTED
IN NAME OR NAMES OF
RELATIONSHIP OF JOINT
HOLDERS TO DECEDENT
That the contents of said safe deposit box or boxes are itewized under Schedules ______ of this
return,·with the exception of the following, for the reasons hereinafter set forth:
· :{t~:·.)r :~:,'~~);1;. :~ •••• ,
That Sc.hedule A attached h,ereto and made part ·hereof sets forth full v and in··detail all the
real property in the Commonwealth of Pennsylvania of which decedent died having an interest therein. It
also sets forth the mortgage encumbrances upon each parcel of real property at the date of death, giving
the amount still due at death, name of mortgagee, date, rate of interest, and book and page of record
thereof, It also sets forth in the columns provided therefore the assessed valuation of each of said
parcels, the estimated market value thereof as of date of death of decedent.
That Schedule 8 attached hereto and made part hereof sets forth fully and in detail all personal
property wheresover situated owned by the decedent at the time of death; all moneys left by the decedent
at the time of death, whether in decedent's immediate possession, sta::-tding to decedent's credit in banks
of deposit, savings banks, trust companies, or other institutions, wh~ther individually, or in trust for
any other person or persons giving also separately the accrued interest thereon, if any, down to the last
interest day prior to decedent's death in the case of savings banks, and to the date of decedent's death
in all other cases; all bonds, postal savings, treasury certificates or notes and other evidence of in-
debtedness of the United States to the decedent; all obligations, whether by statute or agreement they
are designated as tax free, of the United States, or any state, or political subdivision ~hereo~ or of
any foreign country, which are owned at the time of death; all wearing apparel, jewelryt, silverware, pic-
tures, books, works of art, household furniture, horses, carriages, automobiles, boat~;~,"a,~,d any and all
other personal chattels of whatsoever kind or nature, left bydecedent, together with the fairly estimated
market value thereof; all bonds and mortga~es held by decedent and of all claims due and owing decedent
at the time of death, and all promissory notes or other instruments in writing for the payment of money
of which decedent died possessed, of whatsoever nature, with interest thereon, if any, giving the face
value and estimated fair market value thereof, and if such estimated fair market value be less than the
face value, it sets forth briefly the reasons for such depreciation-as to each item; all moneys payable
to the estate from life insurance polici-es carried by decedent; all annuity and endowment contracts the
proceeds of which were payabl~ upon the death of the decedent; and all the corporate stocks and dividends
due thereon and unpaid as of the date of death, bonds and a·ccrued interest thereon to the date of dece-
dent's death and other investment securities owned by the decedent at the time of death, with the market
value thereof at such time.
In the case of securities of close or family corporations, the values reported are as far as
possible substantiated by financial statements of the corporations, showing the assets and liabilities
thereof as of the' date of death. The schedule also sets fo~th th~ interest of .decedent at the time of
death in any co-partnership or business, and in support of the value of such interest there is annexed to
said schedule, financial statements showing the assets and liabilities of said co-partnership or business.
A copy of the co-partnership agreement, (if oral, a statement setting forth the nature of the agreement)
together with a statement setting forth the character of the business, its location, and such other. facts
pertaining to the l,msiness as may be pertinent to a fair and just appraisal of the decedent's interest
therein must be submitted. It should also set forth in itemized form, together ~ith the fair market value
thereof, any othe·r preperty-owned or bequeathed by the decedent at the time of death.
The Schedule C attached hereto and made part hereof sets forth a true answer. to· each inquiry
contained therein and in the case of transfers ofproperty, real or personal, wit)lin two years of decedent's
death, in contemplation of decedent's death, or intended to take effect in possession or enjoyment at or
after death, said schedule sets forth the nature and value of such property, to whom ·tr.ansferred, the
relationship of the transferees to the decedent, the proportionate share received by_ each transfe~ee and
all other facts of a pertinent nature regarding said transfers. In the case of transfers intended to
take effect in possession or enjoyment at or after death, there is also attached to the schedule a copy
of the deed, trust agreement or other instrument creating the trust. Thero~ is also set forth in said
schedule a list of all property, real and pers9nal, with its value, which pa~ses at decedent's death by
virtue of the exercise by decedent, either 'individually, or jointly with another, or any power of appoint-
ment vested in decedent, either individu·any, or jointly, by the will, deed, or other instrument of another,
with a cqpy ot. the instrument creating such powe~ _ _attached to the schedule •.
That Schedule D attached hereto and made part hereof sets forth the names and addresses of all
persons beneficially interested in this estate at the time of decedent's de'ath, the nature of their res-
pective interests, their-relationship, if any, to the decedent, together with the ages at the time of
decedent's death of all minors, annuitants and beneficiaries for life under decedent's Will. It also
contains a statement showing which of the beneficiaries named in the decedent's will, if any, died prior
to decedent, the dates of their death, their issue, andthe relationship of such issue to the beneficiary.
That Schedule E attached hereto .and made a part hereof sets forth all property, real and per-
sonal, owned by the decedent jointly with another or others, including intangible, standing in the name
of the decedent and others, plus the date and place of record of instruments effecting the vestiture of
real estate and the date of acquisition of personalty, plus the name, address and relationship, if any,
of co-owners to the decedent.
That Schedule F attached hereto and made a part hereof sets forth fully and in detail all debts
and deductions claimed for and on behalf of this decedent's estate, including funeral expenses paid;
family exemption, where applicable; costs of administration of this estate; counsel fees and fudiciary's
commissions paid or to be paid; cost expended for burial trusts, tombstones or gravemarkers, and reli-
gious services, in consequence of the death of the decedent; debts and claims owing and unpaid at time of
death; taxes accru~d charge.able for period prior to decedent's death (except. those allowed under Section
651 of the Inheritance and Estate Tax Act); together with a statement of collateral pledged for obliga-
tions, if any. It is agreed that the fiduciary will present proof of said claimed obligations upon re-
quest, that if the amount actually paid in settlement of any fee, commission or debt is less than the
estimated amount claiming and allowed, that the same will be reported to the Register of Wills, and that
the amount of tax assessed can be reassessed in accordance therewith.
That the totals of the appropriate columns in Schedules "A", "B", "C", "E", and "F" as directed therein,.
have been carried forward and properly registered in the Summary.
~ns Subscribed and sworn to before me this ................................ .
. . ;:\ cfSr-TVJ'..c..._ ~ t' ·:···;:;:·<"·" ...................... -1 ........... day of .......... Y. .. ~~--~-V. .. ~ .............. 19 ...... J ... .
SEPH SinE. lfi>TARY· U IC CH~.RLEROI SOROVGH. W~HIIiGTON COUNTY
MY C~~~1!P1i UPlRfS. JAliUARY :7. 1'971
NOTE: Bef:-;tsigning affidavit make sure all blank spaces in the affidavit and schedules annexed are
filled in with details or the word "None", and in case the assets include rare and unlisted securities,
securities of close or family corporations or an interest in any co-partnership or business, that the
data and statements required under the paragraph above relating to Schedule "B" are attached. Also make
certain that column #1 in the "Summary" has been properly completed as above-directed.
·.
RCC-34 (1-64)
COMMONWEALTH OF PE~NSYLVANIA
DEPARTMEN-T OF REVENUE
BUR~AU OF COUNTY COLLECTIONS
TRANSFER INHERITANCE TAX· •
RESIDENT DECEDENT.
SCHEDULE "A"
tEAL PROPERTY
~ ~
Real property in Pennsylvania, with s~atement of mortgage encumbrances upon each parcel at death of dece-
dent. Where property heid as joint tenarit or tenancy by entireties, report on Schedule 11E". Property ht'ld by
the decedent· as tenant in common' with another or other.s, should .be identified as to quantum of interest and
the estimated value should be that of the decedent's interest" only.
The real property located In the Commo!'lwealth of Pennsylvania should be
described by lot and block number, street and street number, together wl th
a general description of the property, with a reference to the record of the
conveyance by which the decedent took title; if a farm· state number of a-
cres; also statement of mortgage encumbrances upon each parcel at death
of decedent. Taxes, assessments, accr.ued Interest on mortgages, etc.,are
to be listed on Schedule "F" and must not be deducted. from this schedule.
NONE
'
(1)
ASSESSED VALUE
FOR YEAR OF
DECEDENT'S
DEATH
Insert this:total opposite 11real property", Schedule 11A" in the ·X X X X X
11As Repo_rte~" column on the last page of this return.
(2) (3)
DEPARTMENT
VALUATION
ESTIMATED CAUTION MARKET VALUE (Do not write
In this space)
;,'•
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RCC-:35 . .:,._.
COMMONWEP~TH OF PENNSYLVANIA
TRANSFER INHERITANC~ 1AX
RESIDENT DECEDENT
SCHEDULE "13"
PERSONAL PROPERTY
INSTRUCTIONS: This Schedule must disclose all tangible and intangible personal property owned individually
by the decedent, at the time of his death. Property owned by the decedent jointly with another or others
must be listed under Schedule "E", Intangible personal property, titled in the name of the decedent, but . ~ payable at death to another or others, including but not limited to P.O.D. u. S. Savings Bonds and tenta-
tive trust accounts, must be listed, despite the fact that they are not of the administered estate.
Tangible personal property should be listed first (e.g. jewelry, wearing apparel, household
goods, and furnishings, books, paintings, automobiles, boats, etc.)
Intangible personal property, such as bonds, treasury certificates, cash on hand and in bank, . . stocks, ·mortgages, notes, together with accrued interest or dividends, salaries or wages, insurance pay-
able to the estate or fiduciary in said capacity, partnership interests, interest in anyundistributed
estate of or income from any property held in trust under the will or agreement of another, even though
located outside of the State, at the time of death, should be listed ·in this schedule.
Item
No.
ITEM
List and describe fully
Mellon National Bank & Trust Qo.
Charleroi Office, Savings Acct. No.
Mellon National Bank & Trust Co.,
Charleroi Office, Checking Account,
No. 294-8436
Insert this total opposite "Personal Property", Schedule "B" in
the "As Reported" column on the last page of this return.
UNIT
VALUE
1
ESTIMATED
MA.RKE.'I' VALUE
10,650.00·
965.78
(
X X ~11,615.78
DEPARTMENT VALUATION
(Do not write in
this space)
r
RCC-36 .~.:,... I
c,mBrON'I'EALTH OF PENNSYLVANIA
TRANSFER INHERITANCE. 'TAX
~~SIDENT DECEDENT
SCHEDULE "C"
TRA1'1SFERS
' .
(1) Did decedent, within two years of death, make any transfer of any material part of his estate, without
receiving a valuable and adequate consideration therefor? (Answer yes or no)_N~0~---
(2) Did decedent, within two years of death, transfer propert? from himself to himself and another or
others (including a spouse) in joint ownership? (Answer yes or no) No
(3) If the answer to (1) or (2) above is in the affirmative state:
(a) Age of decedent at time of transfer -----------
(b) State of decedent's health at time of m'aking the transfer. (Note 1).
(c) Cause of decedent's death. (!ote 1).
(4) Did decedent, in his lifetime, make any transfer of property without receiving a valuable or adequate
consideration therefor which was to take effect in possession or enjoyment at or after his death?
(Answer yes or no)~N~o ____ __
(a) Was there any possibility that the property transferred might return to transferer or his
estate or be subject to his power of disposition? (Answer yes or no) ......:N:..=..;;:o'-----
(b) What was the transferee's age at time of decedent's death?--------
(5) Did decedent in his lifetime make any transfer without receiving a valuable and adequate consideration
therefor under which transferor expressly or impliedly reserves for his life or any period which does
not in fact end before his death:
(a) The possession or enjoyment of or the right to income from the property transferred?
(Answer yes or no) --~N~o~---
(b) The right to designate the persons who shall possess or enjoy the property t.ransferred or
income therefrom? (Answer yes or no)~N~0~-----
(6) If the answer to (5) (b) above is in the affirmative, state whether the right was reserved in decedent
alone or others ________________________________________________________________________ ~------------
(7) Did decedent in his lifetime make a transfer, the considerati<m for which was transferee's promise to
pay income to or for the benefit of care o.f transferor? (Answer yes or no) ......:N=-=-=0'-----
(8) Did decedent, at any time, transfer property, the beneficial enjoyment of which was subject to change,
because of a reserved power to alter, amend, or revoke, or whjch could revert to decedent under terms
of transfer or by operation of law? (Answer yes or no) N,D ,
(9) If the answer to (8) above is in the affirmative, was the power to alter, amend, or revoke the inter-
est of the beneficiary reserved in the decedent alone or the cecedent and others?
(Answer yes or no) ________ _
NOTE 1: The answers to these questions should be supported by affidavit by the attending physician as
well as a copy of the death certificate.
NOTE 2: If answer to any of the above questions is yes, set forth below a description of the property
transfe.rred, it's fair market value at date of death, dates of t!'ansfers and to whom transferred, with
relationship of transferees to decedent, if any. Submit copy of any trust deed or instrument, if trans-
fers are claimed to be non-taxable, also submit detailed statement of facts on which said claim is based.
NOTE 3: List applicable property below in manner in which provided in Schedules A, B, or E.
ITEM DESCRIPTION
NONE
Insert this total opposite "Transfers", Schedule "C" in the
"As Reported" coli.U1D'l on the last page of this return.
MARI<ET VALUE
(Estimated) DEPT. VALUATION
(Dept. Only)
CCM~ItJNWFALTH IJF PENNSYLVANIA
r;}\1\~FF!t TXHFltlT1\NCE ·TAX
l1.F~InENT DECEDENT
SCHEDULE "E"
JOINTLY OWNED PROPf!:RTY
1:'\STRt'CTIO~S: This schedule must disclose all property, real and personal, owned by the decedent jointly
with another or others, including intangibles, standing in t:'le name of the decedent and others. List
real estate first, as entireties, or joint tenants," giving brief description, as indicated tmder Schedule
"A", plus the date and place of record of instrument effecting vestiture, but do not include entireties
or out of state real. estate value in estate valuation column. Personal property should be listed as in
Schedule "B", plus date of acquisition, and the name, address and relationship (if any) of co-o-wners to
the decedent.
Description of Property, Date of Acquisition, Name! Unit
Address and Relationship of Co-Owners, and Place 1 Value
of Record of Instrument, where Real Estate. l
percentage Estate
Share Valuation
N 0 N_E
Insert this total opposite "Jointly Owned Property", Schedule -"E"
in the "As Reported" column on the last page of this return.
DEPART~£ENT VALUATION
CAUTION-Do not \Vri te
In This Space.
Value of
Entire
Property
Value of
Decedent's
Interest
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RCC-37 ::_.,
(12-63) .
C'Ol\11\IONWEAL TH OF PENNSYYLANIA
TRANSFER INHERITANCE TAX •..
RESIDENT DECEDENT
I :·
BENEFICIARIES AND ADDRESSES
State f~ll names and a~dresses of all who
ave an interest, vested, contingent or other
wise, in estate)
John A. Martucci
27 Marshall St., Apt., 87
Hartford, Conn. 06105
Madlyn Martucci Arthurs
129 Maple Terrace, MapleviE
Charleroi; Pa. 15022
Marv Ann Martucci
32 New Street
Toronto 185, Ontario, canad
Michele G. A. Martucci
621 Fallowfield Avenue
Charleroi, Pa. 15022
....
SCHEDULE "D"
BEN.EFICIARIES
RELATIONSHIP SURVIVED (If step-children or
illegitimate children DECEDENT
are involved, set STATE YES
forth this fact.) OR NO
grandson Yes
granddaughter Yes
w
granddaughter Yes
a
Son Yes
-,, --...
--
~
. j --
(
.. ...
1-
'
f
--
..
--
DATE INTEREST OF
OF BENEFICIARY
IN ESTATE BIRTH
$1,000. plus one-hal
(~) residual estate
$500.00
$500~00
one-half {~} of
residual estate
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'
. .
...
Deponent fUrther says that all the above-named beneficiaries are living at this time except below:
NAME DATE OF DEATH RESIDENCE
~-JJ_-_!'! ~-
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, .. ·""
SUMMARY
( 1 )
(As Reported)
(2)
(As Determined)
Real Property .......................................................................... ( Sch. "A")
Personal Property .................................................................. (Sch. "B")
$ ........... ~.~:~~ .............. .
$ ... ~}., .. ~.~.?.·.?~.
$ ................................... .
// [p/5_ ?f $ ..... I·.... . . .. .
Transfers .................................................................................. ( Sch. "C") $ ............ ~.().I1~ ......... . $ ..... .
$ .................... . $ ....... .
.............. ,. ................................................................ : ........................... : .......... :'• $.'...... .............................. $ ... : ........ ·•······················
$ ... ~} .. ~.()-~.? ~~?'~........ · · s/1;. ... ~/?.· ?f . · Gross· Tax~ble· Estate ..... .' ........................................................................ .
Form RC C ·10 DEDUCTIONS ALLOWED IN /
OFFICE OF TME
REGISTER OF WILLS
&J-t 9-//t!~
38-J)-¢
STATEMENT OF DEBTS .TH£ SUM OF . . . . . . . . . . . . $ ... i..C. .. t. . .£ .... 'Zs-
.
OF _w._~_;_S_H_I_NGTO_;___:_N_;__ COUNTY
AND DEDUCTIONS DATE APPROVED . . . . . . . . .J.l...-:./...Q.~.t.. ... Y..
DATE
Register of Wills, Agent
ESTATE OF MADDALENA c ~ MARTUCCI LATE oF The Borough of Charleroi
DATE OF FILING APPRAISEMENT 0CtOber3 /) ,1969DATS OF DEATH _.::5:.:::e:_cp~t:.:e:!:.:mb=:.::!e~r~2~0~a---=l!.o:9:;..:6:::.:9~---
NO. OF
VOUCHr;;"
NAME OF PAYEE
Register of Wills
Nashington County Reports
The Valley Independent
Joseph Sitte
Francis Slezak
Charleroi -fl-1onessen Hosp •.
Dr. A. K. Paluso
Rita France
Quinet Monument co.
Michele G. A. Martucci
John E. Costello
REMARKS
Probate of Letters
Advertising Letters
Advertising Letters
Notary Fees
Funeral oi Test.~a~t~r~i~x~-------r~~~,_~-
Hospital bill, last illness
~ledical Care, last illness
Nursing care~ last illness
Grave r.tarker
Accountant's Commission
Attorney's Fee
----+---~r--~r----------------+--------------------~----~-.--
'.lOTAL $4,665 <.9:5
----~---+----+-------------------------~-------------------------+------r---
COMMONWEALTH OF PENNSYLVANIA }
WASHT"''~N sa: COUNTY OF __ _;_....::;...a~""'=-.:::.""'-'~;,_----
1, MIOIELE G. A. MARTUCCI HEREBY CERTIFY, THAT. TO THE BEaT OF
i'AY I<NOWL!OGE ANO BELIEF, TH! FOREGOING IS A JUST AND TRUE SfATEMENT 'OF DEBTS, FUNERAL EXPENSES AND EXPENS!S OP'
ADMINISTRATION SUBMITTED TO THE ESTATE OF MADDALENA c. MAR.nJCCl: DECEASED. AS DEDUCTION!i FOR
INHERITANCE TAX PURPO.iEs~.. / }// ~ _,.f: f1 /1_4 --;of:::/ ___ _
• ' :· ') <r )I /_.,/ k~Ah_/ ~ .. )-;;;J-~j<r/__, AL~/~ cL. s.)
swoRN AND sua~~ljSEQ_a;,;;oR~ ME THis 0' L 7'-DAY OP' ( ( V""' _ uc~ooe}ll... '-::' , e 69
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JOSEPH SITTE, NOTARY PUBLIC
CHARlfROLtOBOUGH, WASHIWGTON COUNTY
MY COM~IS~,IO~ miRES JANUARY 7, 1971
RCC-81 (2-64)
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF COUNTY COLLECTIONS
INHERITANCE TAX DIVISION IN YOUR REPLY PLEA8E
REP'IER TO 3~11-5
NOTICE OF FILING OF APPRAISEMENT
MICHElE G.A. MARTUCCI
In Re : Estate of _____ .....,::.:·MA=D.:::;DJ::.::tL==EN=A=--=-C-=-. _MA=R:.:.:TU:..::..:C;..::C..::I __
--------=W.;.:;A:.:::S.:.:.HI=-:N:::.;:G:...:-T:..::aJ;:.:...._ ___ County -File No. 63-69-1106
Dear Mr. Martucci:
You are hereby notified that the original
appraisement in the estate of Maddalena C. Martucci
has been filed in the office of the Register of Wills qf Washington
County on Deceffiber 10 , 19QSl. Said appraisement reflects the
following valuations:
Real Estate __ ~----------~~~~~--
Personal Property ________ ~l~l~,~6~1~5~·~7~8_. __
Transfers------------------~--------Total ______ ~~-=11~·~6~1~5~.7~8~-
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 an.num is charged.
Any party in interest who is aggrieved by an appraisement may
appeal therefrom as provided by law.
Date _____ ~D~e~c~em~b~e~r~l~0~·-1:9~6~9~--Signed {U)l~CL~it
W.R. CHP~ APPRAISER Title
DA T.E OF D EA TH : September 20, 1969
Note: This is not a bill.
j
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1 .....
i'ICC-39 (5-68)
COMMONWEALTH OF PENNSYL VAlli lA
TRANSFER INHERITANCE TAX
RESIDENT DECEDENT
..
,'
SUMMARY
Estate of MARTUCCI,
(Last Name)
MADDJl.LENA c. DATE OF DEATH___:9_-_20-__ 69.:.__FILE NO. 63-69-1106
(First Name) (Initial)
REPORT OF INHERITANCE TAX APPRAISER
I, the undersigned duly appointed Inheritance Tax Appraiser in and for the County of Vvashi.ngton
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 i tern in the last column to the right in Schedules "A", "B", "C", and "E".
Dated: 12-10-69 ----~09~-~2~0--6~9--------
REPORT OF THE REGISTER OF WILLS
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 deponent, except as to those items where a greater or
lesser amount is set forth in the last column to the right in Schedule ' ich greater or lesser amount represents the sum
allowed as a deduction.
Dated: jJ_~ k.. ['t C. ]
INVENTORY VALUE AS REPORTED VALUE AS APPRAISED VALUE AS REAPPRAISED
Real Property (Schedule A)
Personal Property (Schedule B)
Transfers (Schedule C)
.l.l,bl5 78
'$ $ $ ____________ ~---
Joint-Held Property (Schedule E)
TOTAL GROSS ASSETS
Less Debts and Deductions
(SCHEDULE F)
CLEAR VALUE OF ESTATE
Valuation of life estates or
6,950 03
annuities . . . . . . . .. . . . . . . . . . . . $------+---
ESTATE TAX ASSESSMENTS $ _________ ...L._ __
11.615 78
4.665 75
6,956 0.3
I
FOR USE OF REGISTER ONLY COMPUTATION OF TAX:
Tax on$ 2% Taxon$-----------~6':'~9~5(+-0~.3-~ $------~=4~~ $ _____ ....:..;41.....:.7--+-W-
Tax on$ 5% $--------4---
Tax on$ 10% $ ______________ ~_
Tax on$ 15% $ _______ -4---
Exemptions *
Total Estate ______ --'~--
TOTAL TAX $------------~-
Less tax previously paid $=======+===
BALANCE $---------+---
Less 5% of tax if paid within
3 months after death $==========
(*) As evidenced by Charitable
Exemption Certificates issued
by the Secretary of Revenue.
BALANCE OF INHERITANCE TAX DUE . $ ---'----+--
Add interest at rate of 6% from _________ to ______ _
AMOUNT OF ESTATE TAX ASSESSED $---------+---
Estate tax paid $ _____ __._ __
BALANCE DUE $------~---
Add interest at rate of 6% from
-------~·0---------$ ------+---
TOTAL TAX BALANCE $ --------+---
PAID $---------~---
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.
' , . tvill '·
Administration Year/ ........... .
IN THE
MATTER OF THE APPRAISEMENT
OF THE
ESTATE OF
MADDALENA C. MARTUCCI
Deceased
Late of .. .. . . CAHRLER.O.I
CountY of WASHINGTON
Commonwealth of Pennsylvania
REPORT AND APPRAUSAL
. '
Fonn RCC-2 . COMMONWEALTH OF PENNSYLVANIA DATE Decenber 10, 1969 ~ARTMENT OF REVENUE
........................................................................................................... ,.. " RESIDENT INHERITANCE TAX .. COUNTY ............................. W.~.~.h.~~~.9.!!: ......................... ' BbREAU OF COUNTY COLLEC'i'IONS
HARRISBURG, PENNA. 17l2 i -~ APPRAISEMENT
FILE NO. ·····················-··?.?..::::.?..2.:g9._§ .... _ .......................
Whereas, ............................................... Ma.94.a.l~n~ .... O.., .. J1.~.r.~Y.&~t .......................... late of ................................... G.h~~-:1:-:~:r..~ .............................................
in the County of .................................................... ~~-~.h.~~-~~ .................................................. Commonwealth of Pennsylvania, having died on I
the ............................................. ?.9 ... t.h ................................. day of ..................... S.e.pt.~mb.~r. .......................... 19 .. 6..9 ... , seized and possessed of an estate
subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania;
Therefore, I, ................................... .W.~.R.~ ..... C.ba.n.~Y. ............. _ ..... : ....................................... , an appraiser duly appointed according to law,
having been designated to make a fair and conscionable appraisement of the said estate, and to assess arid 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
inheritance taxes at the lawful collateral rate on any such future interest.
expressly reserves the right to appraise and assess transfer
Unit Appraisement Description of A net Values Made for Inheritance
Tax Purpoaea
$
PERSONALTY:
Mellon National Bank & Trust Company, Charleroi
Office, Savings Account 10,650.00
Mellon National Bank & 'l'ust Comoanv. Charleroi
Office, Checking Account 965.78
11,615.78 11,615 78
. • .. . I . . " ..
I
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I
..
'· Total A 11.615 78 I
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form~;·~':fh bl:~ ~:~~w~ ~CCO{<fff..t ~~~: ~:; o~~~:~if~~~~p~r;.i":•;•[: ;;:l_t:
~~· .... ~ I
··{UJ··············.~ , .... ~~·;························ ' ;::::
.. :;
............................... W.A$J{E.NG.'I'.9N .................................. . :. C:ounty
RESIDENT INHERITANCE TAX APPRAISEMENT
Estate of
MADDALENA C. MARTUCCI
Deceased.
Late of
CHARLEROI f.' ..
Date of Death, ................ $..~Pt.~.m:P..~r ... ?.9 ..... :.+.9.9..9 ... .
Appraisemel!t Docket Vol., ................. 3.8 ............... : ............ .
Page, ............... ll::::.5. ................... No ... 93::::9.9::::U.0.6 ......... .
Filed in Register's Office, :P~.9.~l:>.~.:t .. )9.,J9.9.9 .. .
Anwunt of tax due, $ .................................................................... .
DEPARTMENT OF REVENUE.
Received, .................................................................................. ..
. · ... !'.,: ....
Examined and Approved, ............ : ................................ : .. : ....... : .. . ·'
Wrote abo,ut Appra.isement, .................................... JL ........ . . '
Appeal f1'om Appraisement, ........................................... ~: ....... ..
Entered and charged,