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Home My WebLink AboutOC1969-1152 - ESTATE OF MARCHINETTE~'· RCC-81 (2-64) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS INHERITANCE TAX DIVISION IN YOUR REPLY PLEA8£ REFIER TO 38-14-1 NOTICE OF FILING OF APPRAISEMENT Informant In Re: Est ate of _____ _,RO;_· S_E_M_AR_C_H_I_NE_"'IT_E_' ----- WASHINGTON c t -------------------------------oun y -File No. 63-69-1152 Dear Mrs. Ross: You are ·hereby notified that the original appraisement in the estate of. Rose ~1archinette has been filed in the office of the Register of Wills qr Washington County on November 10 , 19~. Said appraisement reflects·the following valuations: Real Estate ____________ -r-,rr~~---- Jt. Held ~---75,~1~5i-:4.....,.0'0'0~- Transfers ______________ ~5L,~OO~O~.oo~~- Tot a l -------,-__;_:l=:..:O:::.J,~-:1:..::5:t4.:..• 00~· ::....· ·-- 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 deatli, interest at the· rate of six {8%) percent per annum is charged. Any party in interest who is aggrieved by an appraisement may appeal therefrom as provided by law. Date ______ N~ov~ero~b~e~r~l~0~·~1~9~6~9 ___ _ DATE OF DEATH: July 17, 1969 Note: This is not a bill. / ,RCC•39-(&-88) COMMONWEALTH OF PENNSYLVANIA TRANSFER INHERITANCE TAX RESIDENT DECEDENT ,, ·SUMMARY Estate of_MAR:.::.....:..:..:C..:..:H..:..:IN=-E....:T:...:T:.:::E:L., ....:RO::.:..:::S:.:::E~----------DATE OF DEATH_7:._-:.:::1:..:...7-_6:...!9~_FILE NO. (Last Name) (First Name) (Initial) REPORT OF INHERITANCE TAX APPRAISER I, the undersigned duly appointed Inheritance Tax Appraiser in and for the County of Washington 63-69-1152 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 eaclt. item in the last column to the right in Schedules "A", "B", "C", and "E". Dated: __ _,1==1=--_,1=0-_6~9!.------ 07-17-69 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 \ast column to the right in Schedule "F", which gre er or Jesser amount represents the sum allowed as a deduction. Dated: _ __.1!::!1._--=1~0-...:6~9~----- 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 annuitfes ................•.. ESTATE TAX ASSESSMENTS FOR USE OF REGISTER ONLY Tax on$ Tax on$ '5.420 95 Tax on$ Tax o~ $ Tax on$ Exemptions Total Estate TOTAL TAX Less tax previously paid BALANCE Less 5% of tax if paid within 3 months after death VALUE AS REPORTED VALUE AS APPRAISED VALUE AS REAPPRAISED $ $ $ _______ ~-- 5,420 95 5 420 95 $.~----+--~ ' $~--------~---- COMPUTATION OF TAX ~ $--------~~~~ $ _______ ~3:25~~2~6-- $------------;--- 10% $ ___________ ~---- 15% $ ______________ ~--- • $----------~---- $ $ $ (*) As evidenced by Chari table 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 $------~~---L--- BALANCE DUE $----------~---- Add interest at rate of 6% from ----------~10---------$----------~~-- 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. ... Will Administration ( No .................... Year .......... .. IN THE MATTER OF THE APPRAISEMENT OF THE ESTATE OF ROSE MARCHINETTE ··-·· ······························ ................................ . Deceased Late of .. CHARLEROI County of WASHING TeN Commonwealth of Pennsylvania REPORT AND APPRAISAL .. , v .I ·' ~ ~£. ./ I \, ·- " r -~;f~f;:i ]~1J:· Fonn RCC-2 DATE ........................... ~~.!.~~.~~ ..... !.9..?. ...... ~.~?..~ .. . DEPARTMENT OF REVENUE BUR,EAJU OF COUNTY COLLECTIONS HARRISBURG. PENNA. 1 7 1 2 7 ~OMMONWEALTH OF PENNSYLVANIA RESIDENT INHERITANCE TAX APPRAiSEMENT COUNTY .................. ~~.~.~.~~.~~··································· ., ' "' ... FILE NO •..................... _§?..:.?.?..:~ .. ?..~-···-······················ Whereas, ......................... : .. ~?.~.~ ... ~E.~~.~:.~~~································································· late of ........................... Gh~r.~~.r..9?:. .............................................. : ..... . in the County of ................................. W.~.~.D.:W...g~.n. .................................................................... Commonwealth of Pennsylvania, having died on the .................................... l7 .... t.D .......................................... day of ................ ~.~~ ..... -........................................ 19 .... ?.?.., seized and possessed of an estate su b · ct t I heritanc Tax under the law of the Commonwealth f Pennsylvani · Je 0 n e s 0 a, Therefore, I, ............................... w.~g.~ ..... G~.~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 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 expres.sly reserves the right to appraise and assess transfer inheritance taxes at the lawful collateral rate on any such future interest. Unit Appraisement Description of Asset Values Made for Inheritance Tax Purpoces $ TRANSFERS: All that certain lot or parcel of ground situa. te in the "McMahan Addition to the Borough of Chatleroi Plan of Lots" in the Borough or Charleroi, Washington C01.mty, Pennsylvania. 5,000 00 JT. HElD: Simpliefied Savings Account in the joint names of Rose Marchi net ti, the within decedent, and her daughter, Rose:uary Ross, which acct is with the Charleroi Uffice of the Mellon National Bank & I Trust Co •• 5,154 00 . ' Total 10,154 00 form~~·~':fh b~:~ ~:~:hi~w~ "iO!ro ~~: ~.~ o~·~~~~Ji1~ ~~· .... ~~· ~~o~e ~;::=:~*~~·t~~?n.: ~ ~=·-: .... jJ).. .. ............. ·.... . ... . ...... ~.~-~-~;;.::z:~.~ .................................... , Penna. I ' ,. ·,\ ~~ WASHING TeN . County RESIDENT INHERITANCE TAX APPRAISEMENT Estate of ..................................... I.?P.9..:E: ... MM.GH:J:.J$.'1.'.1'~ ................................. .. Deceased. Late of ,, CHARLEROI Date of Death, ................. ~~Y. ... ~.7.?. .... !<J..~9. .......... : ......... .. Appraisemel!t Docket Vol., ...................... 3..~ ............. , ......... .. Page, ......... l.4~l ......................... No ....... 63.~.6.9::::115.~ ..... .. Filed in Register's Office, N.9.Y.~.l?.~.~ ... J9 .. J9 .. 9.9 .. . Amount of tax due, $ ..................................................................... · DEPARTMENT OF REVENUE Received, Exa.mined and Approved, Wrote abo.ut Appra.isement, Appeal f,.om Appraisement, { Entered and charged, t r- Form RCC-33 COMMONW:EALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS J RESIDENT DECEDENT COUNTY OF .W.a..~h.i...ng:t:.q.n .................................................. .. Ib~RTA~T: This return must be completed in detail and filed in duplicate, with will attached, with the Register of Wills of the County where decedent resided; Return is due within one year after date of death, unless an extension is granted hy the Secretary of Revenue. (Section 703 of th~ Inl).erit~nce_.an!l E.!!t!lte ~ax j\et of 19!)1.) Ro.s.e ...... M.a.::b:::.::.~.:;/:;:::.~~: ... :~~.Qh.i..n~.t}i:= oF (State full name of <1...,. ~ent) Late of ........... Wi:'!..S.b..i.ng.t.o.n ...................................................................................... county ~~=~:xcm ::.::: -~~:::::~:~:~~~--=-~~~--} p: Ro.s.ema.r.y .... CeJ.e...s.t.e ...... Ro.s.s.~ ...... a/ls/.a ...... Ro.s..e.ma.ry ..... Ros..s.., ...... l..nf..9:r.m~.nt. ......................................................... . J\il'dlilU~M:~ of the estate of the above-named decedent being duly sworn, depose S and say S Decedent died ............................................... July .. .. (Month) .......... .lZ.t.b ....... , l9 ... 6.9 ......... .J testate leaving a last will, copy of which is hereto attached. } (!Jay) (Y~ar) l intestate Name and address of attorney or} other acthorized representative to who~ all cor:espondence should be mailed. V t~ tor ... E ..... Ri.v.a.. , ... P .•... o ....... B.ox ..... ll.S .. , ... Ch.a..r.l er.o,i , ... I'..~ nng, ............ 15 . .0.?. 2 That as such ....... .J)J..f.9.r.ro_;;~,nt .............. deponent is familiar with the affairs of said estate and the property con- ( Ex.,cutor-Administra tor) Rtituting the assets thereof and their fair market value. That at the time of death there was no safe deposit box registered in 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 WHICE DECEDENT RENTED A SAFE DEPOSIT BOX IN NAME OR NAMES OF HOLDERS TO_DEC~DENT Safe tv Deoosi t Box # 58~C- Mellon :'lational Bank and Trust Company Rose M. Marchinetti as Cha::-leroi, Pennsylvania owner tosrether with Rosernarv Ross _(her_ _daught_e_r as deoutv That the contents of said safe deposit box or boxes are i temi.zed under Schedules ___ of this return, wjth the exception of the following, for the reasons hereinafter set forth: That Sc.hedu/e A attached hereto 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, tne 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 tim~ of death, whether in decedent's immediate possession, standing to decedent's credit in banks of deposit, savings banks, trust companies, or other institutions, whether individually, or in trust for any other person or persons giving also separat~ly the accrued interest thereon, if any, down to the last ~ ' .1> .. .../ inte;est d-lY prior to d~ce!i,ent' s de~th in t)le case of savings banks, and to the date of dec~d~nt' s death in all oth~r casesi all bonds; postal savings, treasury certificates or notes and other ev1dence of in- . • -..J -. -debtedness of the United States to the decedent; all obligations, whether by statute or. ag!_eement theY: nrP designated as tax free, of the United States, or any state, or political subdivision~thereoff or of ~ np:: rnrPi::!;fl-cou~try, which are owned -at the time of death; all wearing apparel, jewelry, -S.nverware, pic-. • JJ • tures, l1ooks, works of art, household furniture, horses, carriages, automobiles, boats, and any/and all other persc•nal chattels of whatsoever kind or nature, left bydecedent, together with the fair~Y. estimated market val•tE' thereof·; all bonds and mortga~es held by decedent and of all claims due and owing decedent ,, t the time of tieath, and all promissory notes or other instruments ln writing for the payment of' money of wiJi ch rlo>cedent flier!. possessed; of whatsoever nature, with interest thereon, if any, giving the face value anrl estimaterl. 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 est~:.te 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 accrued 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 forth the 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 setti.ng forth the character of the business, its location, and such other facts pertaining to the business 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.for!'l, together with the fair market value thereof, any other property owned or bequeathed' l'>y' the decedent at the 'time of death. ''' ' 1 T' • • The Schedule C attached hereto and ·m~d~ part hereof sets forth a true answer to each' inquiry contained\ therein and in the case of transfers ofproperty, real or personal, within~ 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 transferred, the relationship of the transferees to the decedent, the proportionate share received by. each transf~~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 ·COJlY .. 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 personal, with its value, which paEses at ·.decedent's death by virtue of the exercise by decedent, either individually, or jointly with another, or any power of appoint- ment vesfed1ndeqedent, either individually or)join~ly,_bythe will,_ deed, or other instrument of another, with a copy of the instrument creating such power 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 e"state"'a·t the time of decedent's ·death; 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, and the 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 vest! ture of real estate and the date of acquisition of personalty; plus the name, address and relationship, if any, of co-owners to the decedent.· r· That Scheduli F atta:cl'ied here\o 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 tmpaid at time 0f ~ . death; taxes ·accrued 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. Subscribed and sworn to before me this .. /.J.d ... \_\. . /f~d.. (;? ................ ; ........................................... day of .{/...~ ................... 19 .............. . &L-dL ...... a .......... q .. ~ .. ?.J ........................ . ' .-_ p~·'··· ~~HNSON, Notary Public CHARLEROI, WASHINGTON CO., PA. My Commission 'expires Aprll30, 1973 ......... J.f~~··· .. i~f"~~~~~t-... . ................ ~.J.J ..... O!il.l5J.!il.nd .... A:v..enu.e .......... : .................................... . (Street Number) ................ Q1.~f.±.~.:r.9.J .. , ...... f..~.D.n.$.yJ..y~p;L_!;l ............................ . (City or Town a.nd State) NOTE: Befor~ signing 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 cert~in' that column #1 in the "Summary" has been properly completed as above-directed. . '·. . •'. RCC-34 (l-64) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT 0~ REVENUE BUREAU OF•COUNTY COLLECTIONS TRANSFER INHERITANCE TAX RESIDENT DECEDENT SCHEDULE "A" iEAL PROPERTY • ' ' Real property in Pennsylvania, with statement of mortgage encumbrancesupon each parcel at death of dece- dent\ Where property heid as joint tenant or tenancy by entireties, report on Schedule "E". Property held b:, the .de.cedent as tenant in common with another or others, should .be identified as to quantum of interest and I the estimated value should be that of the decedent's interest only. The real property located In the Commo('lwealth of Pennsylvania should be ( 1) (2) (3) described by lot and black number, street and street number, together wl th DEPARTMENT a general description of the property, with a reference to the record of the ASSESSED VALUE VALUATION conveyance by which the decedent took title; If a farm state number of a-FOR YEAR OF ESTIMATED CAUTION cres; also statement of mortgage encum~rances up_on each parcel at death DECEDENT'S MARKET VALUE (Do not write of decedent. Taxes, assessments, accr.ued Interest on mortgages, etc.,are DEATH In this space) to be listed on Schedule "F" and must not be deducted from this schedule . . ' NONE NONE NONE D-r6-1o& p 1f t ~ ~·~~ I Js-e;q. riJ.~- ~ ~~ ~ - . t : I I t . . . -I - I Insert this total opposite "real property", Schedule .. A" in the ·X X X X X "A.s Rep~rted" column on the last page of this return. NONE ' / ! I I I ' RCC-35 / COMMON~ALTH OF PENNSYLVANIA TRANSFER INHERITANCE TAX RESIDENT DECEDENT SCHEDULE "B" 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 jqintly 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 ITEM UNIT ESTIMATED DEPARTMENT VALUATION NO• List and describe fully VALUE MARKET VALUE (Do not write in this space) NONE NONE ' Insert this total opposite "Personal Property", Schedule "B" in X X NONE the "As Reported" column on the last page of this return. RCC-36 CO\D\0:\'I'E \LTH oF· PFNNSYLV.~NI A. TtUNSFER INHElUTA.NCE TAX RESIDE~T DECEDENT ..... _ ... SCHEDULE "C" T RA_N S FEilS ·' (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) yes (2) Did decedent, within two years of death, transfer property from himself to himself and another or others (including a spouse) in _joint ownership? (Answer yes or no) yes (3) If the answer to (1) or (2) above is in the affirmative state: V (a) Age of decedent at time of transfer 63 · ./(b) State of decedent's health at time of making the transfer. (Note 1). II'( c) Cause 'of decedent's death. (Note 1). ••heart attack (4) Did decedent, in his li,fetime, 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) yes (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) no j(b) What was the transferee's age at time of decedent's death? -=3-=9'---- (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) yes (b) The right to designate the persons who shall possess or enjoy the property transferred or income therefrom? (Answer yes or no) no (6) If the answer to (5) (b) above is in the affirmative, state whether the right was reserved in decedent alone or others aot applicable (7) Did decedent in his lifetime make a transfer, the consideration for which was transferee's promise to pay income to or for the benefit of care of transferor? (Answer yes or no) ___.n=o=--- (8) Did decedent, at any time, transfer property, the beneficial enjoyment of which was sub,ject to change, because of a reserved power to alter, amend, or revoke, or which co11ld revert to decedent under terms of transfer or by operation of _law? (Answer yes or ·no) __ ~n~o=---- (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 decedent and others? (Answer yes or no) not applicable NOTE 1: The answers to these questions should be supported by affidavit by the attemling 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 transferred, it's fair ·market value at date of death, dates of transfers 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 LL that certain lot or parcel of ground situ&e 'n the "McMahan Addition to the Borough of Char eroi Plan of Lots" in the Borough of Charleroi ashington County, Pennsylvania, and described s follows:_ ot No. Two Hundred Eighty (280) fronting a dis ance of Twenty-five (25) feet on the Westerly ide of. Oakland Avenue between Ninth Street and Fifteen (15) feet wide alley, and extending ack in uniform width to a Ten (10) feet wide lley, being One Hundred Eleven and Seventv undredths (111.70) feet in length on the South ide, and One Hundred Ten_ and Eighty-six Hun- redths {110.86) feet in length on the North ide, more or less. XCEPTING AND RESERVING all the natural gas and il underlying the said lot of ground, but no ells shall be drilled on the same for either. EING the same premises which were conveyed to ames Ross and Rosemary Celeste Ross, his wife, y deed of Rose M. Marchinetti (the within de- edent), H~ted October 29, 1968, and duly recor- ed October 30, 1968 in the Recorder's Office of ~ashington County, Pennsylvania as Instrument ro. 7091, in Deed Book Vol. 1287, Page 1069, herein said deed the said grantor (now decease eserved a life interest unto herself for and during the term of her _natural life of, in and the foregoing described premises. ±he foregoing described premises are improved ¢ith a two-story insul dwelling house and is ddres ed qs 911 Oakland Avenue, Charleroi MARKET VALUE (Estimated) [nsP.rt this total opposite "Transfers", Schedule "C" in the "As Reported" column on the last page of this return. (Assessed value of the foregoing described premises for the year 1969 is $1,500.00). See Schedule E of jointly-owned property attached hereto. DEPT. VALUATION (Dept. Only) CCM~h)NWFALTH OF PENNSYLVANIA 'f'l\1\t\SFE!t T1\HF1UTANCE TAX H.F~IJ)ENT DECEDENT SCHEDULE "E" JOINTLY OWNED PROPERTY ·r ~, HSTRl'CTIO~S: This schedule must disclose all property, real and personal, owned by the decedent jointly with another or others, including intangibles, standing in the 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 vesti ture, 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 percentage Estate Address and Relationship of Co-Owners, and Place 1 Value Share Valuation of Record of Instrument, where Real Estate. l Simplified Savings Account No. 163-26- 8289 in the joint names of Rose Marchinet~i, the within decedent, and her daughter, I Rosemary Ross, which account is with the I Charleroi Office of the Mellon National I Bank and Trust Company, and the balance in said account at the time of death of the said Rose Marchinetti on July 17th, 1969 was in the amount of $5,15~, which full amount is being returned herewith for Inheritance Tax purposes in the amount of-------------------------------- (The above account was opened on August l~th, 1968). I I Insert this total opposite "Jointly Owned Property", Schedule "$5 .15~.00 in the n As Reported" column on the last page of this return. DEPARTMENT VALUATION CAUTION-Do not Write In This Space. Value of Entire Property l Value of Decedent's Interest COMMONW'EA.LTH ·oF PENNSYLVAN4t\:Etv DEPART-MENT :oF REVENliJ:JiuNf~~tAlJ~~ . HARRISBJJ ..... I!~ . t.OLLECTJolls RCC-.43-RI ) i . I NOTE: 'J:'O BE SUBMITTED IN TRIPLICATE ' .. i Pennsylvania Department of Revenue Bureau of County Collections .Finance Building Harrisburg, Pennsylvania l Dear Sir: 1 \, ~~-SiP 2 " .3 S7fH 'G9. P,ursuant to Section 742, Pennsylvania Inheritance. and Estate Tax Act ol 1061; we herewith submit the following rep~r t: · REPORTING FIN:ANC~IAL INSTITUTIONSJ(RLJQB IIATIOBAL B.AlD{ AND THUS! MHPAU y . . ADDRESS . F.ifth Staet IIDd hUGwfie:W. Aveaae, Oheleel, Pemm .. ACCOUNT NO. OF JOINT OR ;=~ ~~~~~~~~ INVESTMENT ~:.~:!;:~:~:94:.· . . .·· if;~. OR INVESTMENT lose lfai!ChiMt-4.----.---·-Beea c:J Y'"' ~-z: DECEASED. JOINT DEPOSITOR: . ~ TRUSTEE OR INVESTOR ---.!I~QHSJtehMKIBPH'EeiBMa~e~4;~'1;~--~~--------- ADDRES~. 9U Qaklm.d Ivanna,. mulrlero1~ Paua. ]$oaa DATE OF DEATH · Ju]¥ 17e lt969 SURVIVING DEPOSITOR, · , BENEFICIARY OR INVESTOR _..fBUl,ISSSIE!JDIIU"ll~!jlr~BKIOI)IINiaJ>------------ RELATIONSHIP-TO DECEDENT ........-----lDa~. lo\111flgl~ll~t8PBJ.L---------- DATE ·DEPOSIT OR. INVESTMENT / WAS ESTABLISl:IED August 1.41 l,966 BALANCE AT DATE OF DEATH $ ___;$1J.l6~1.11$~[JJ.. eri9a~------------ cY~/~~ ~LE Assistant Manager RCC-134 (8-65) COMMONWEALTH OF PENNSYLVANIA OfFICIAL NOTICE OF INHERITANCE TAX APPRAISEMENT AND ASSESSMENT OF ASSETS NOT SUBJECT TO ADMINISTRATION. · DEPARTMENT OF REVENUE . BU~EAU OF-COUNTY COLLECTIONS INHERITANCE TAX DIVISION --------~----------------~--------------~----------~----------------------~-' TO: _ _....R,...O...,..SEMA .......... R....,Y=--=RO=SS::..-_____ _ Date: __ Se~p--t._em_ib __ e...:..r_ll::..::...!•:....:.· ..:....1.:....96_.:9:..__ __ _ 911 QMQ;AND AVENUE County ___ W_a_sh_in....:g:::....t_o_n _____ _ CHARLEROI, PEm~SYLVANIA 15022 County File No. _________ _ Bureau File No·------~---..... ·· We .have received notice that ,mx:DDitlcJ£ilhmeitlXa'f.<XXX}(XXXXXXXXXXX.XXXXXXXX:XXX:XXXXXXXXXXXXXXXXJa.X on · July 17 19_62_, you came into ownership of certain property throughDighlXMASIYt:VU.diShW~.Yah'UXX UiX()ael.w~~~!pKD~mDIB« t.ransfe.r from, ROSE MARCHINETTI, deceased. Under the lnhedtance and Estate Tax Laws of the Commonwealth of Pennsylvania such transfers are taxable '--· and the liability for the payment of the inheritance tax due is imposed upon you, as transferee . ... ' The property on which tax is hereby ass.essed consists of: Jt. Held .Bank Account· #16.3-26-8289..01, .held in the ME!.I.QN NATIONAL BANK AND TRUST COMPANY, Charleroi Office, Charleroi, Pennsylvania, in the names ?t ROSE MARCHINE'l'TI ot ROSF.:MARY ROSS. Opened 8-14-69. Balance as of Date ·of Death~ .:t 5,153,93. appraised by the Commonwealth, as of the date of death, at$ 5,153,93 100 % of this amount is taxable at the rate of 6 % DATE OF ASSESSMENT TAXABLE AMOUNT LESS: ALLOWED DEBTS NET TAXABLE AMOUNT AMOUNT OF TAX DUE ... D If you pay the above amount within thre~ (3) months of the date of death of the decedent, or on or before October 17 19 69 , you may deduct a discount of 5% of the amount of tax due, o~ D This tax became delinquent one year after the date of death of the decedent and, in addition to the tax, statutory interest at the rate of 6% of the tax per annum is also due as of*------- 19 in the amount of *If the tax is not paid by the above date additional interest is due at the rate of 6% per annum unti I paid TOTAL AMOUNT DUE ORIGINAL ASSESSMENT AMENDED ASSESSMENT $ 5,153.9.3 $-------------- .309.2.3 ---_12_.~~---- $ $ -===========·- ASSESSED BY: ~~ .r#RfP' '2o/;&a .... , .... ~ {Agent for th~ Commonwealth) INSTRUCTIONS TO TAXPAYERS Make checks or money orders payable to: (over} To insu~e proper credit to your account this Official Notice must accompany your payment. Mail or bring it to: ·: 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 paid, 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,a I representative of the decedent hand I ing the administration of 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 required) COMMONWEALTH OF PENNSYLVANIA) SS: COUNTY OF: _____________ _ I, hereby certify that the foregoing is a just and true statement of funeral expenses and other debts of the decedent, , for which I was legally responsible and which I did pay out of the property herein taxed. I further certify I that to the best of my knowledge and belief, these some debts will not be claimed by any other person, for inheritance tax purposes. SWORN AND SUBSCRIBED BEFORE ME THIS ___ DAY OF __________________________________ 19 ____ . Signature of Tax payer ·REPORT OF REGISTER OF WILLS ... I, the. u'ndersigned, duly electeci Register of Wills in and for the above county, do respectfully report that I have allowed deductions l_isted above 'in the total amount of$ " Date of Approve I: ___ __, __ ...;,...., _______ _ Register of Wills '. l J. RCC·I3•~ (~'\>fi~l COMMONWEALTH OF PENNSYLVANIA DEPA.RTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS INHERITANCE TAX DIVISION OFFICIAL NOTICE OF INHERITANCE TAX APPRAISEMENT AND ASSESSMENT OF ASSETS NOT SUBJECT TO ADMINISTRATION -"' -·---;::;;. - TO: ____ ~no~~~.D~:u~~R~Y~Ho~s~s~-------------Dote: ___ S_e.!-pt_e_m_b_e_r_1_1.!..,_1_9.:...6_9~--- ___ __211__@~KL..A:ND A VENUE:;_'-----·county ____ ·v_l_a_sh_l_·n~f~·t_o_n ______ _ ____ Q.HARI .. ERO:L PEI'nJSYLVANIA 15022 County File No.---------,--- Bureau File No. __________ _ W 'h · d t' th t v_v_vuv.v.vvi,I.V.!tV(A:V.:.V'-' · --·l:-r·£"'"''V'.JY:X-X'·vvxx_·.t v·vvv·.-·vv vvvv:xv· ·vvvvvv vvv,-v-,r · ,,,.,.,."X e ave rece1ve no 1ce o ,JU~.l.UUl.i'.!NI'un~eaJ{-1;\0. \A.\/11\A . .f..w, .\.f'..A£UV'J'./'.N_,~ '\.' .tq\1\.AN .. _I..tc.~>.b.A.rJ"'',.··"''' · on July 17 19_6.2_, you carne into ownership of certain property throughXJ~ht·~o:1X.S:U:r~ili:OLS.lii,P:,J~VJi.iah:..,"'a,X ~oriiiifri:t~Jb."V/ne:dX!q.lfl~d.M£{ transfer from, ROSE NAEC c.eased • .in_till_e_name s of EQ..SE MARC HI1'1T'll.....:o><..f~..,......,.,."""""'.~o........~..lc.l..!.~-.l.Lg!.a.u~-><=~=..l.l.LL.--l.l£?..!,.~~_9:..!iL..!.:c.L_.!LQ:.~-....!.U.f.-..-_ Death, ~-2,~~5~3u.~9L3L---------------------~------------------------------~~---- 100 %of this amount is taxable at he rote of_.:::6 ___ % DATE OF ASSESSMENT TAXABLE AMOUNT LESS: ALLOWED DEBTS NET TAXABLE AMOUNT AMOUNT OF TAX DUE 0 If you pay the above amount withi three (3) months of the dote of death of !'he decede t, or on or before October 17 19 69 , you m·:Jy deduct a discount of 5% of the amount of to due, or 0 This tax became delinquent one ear cftcr the date of death of the decedent and, in a clition t1) the tax, statutory interest at the rate f 6% of the tax per annum is also due as of *--l------- 19 in the amount of *If the tax is not paid by the abo e dote additional interest is due at the rote of 6% paid ORIGINAL ASSESSMENT AMENDED ASSESSMENT $ ,5,153.93 $--------------- ---_12_.~2_ ___ _ $ 309.23 $ ·=================-~ INSTRUCTIONS TO TAXPAYERS Make checks or money orders payable to: To insure proper credit to your account this Official Notice must accompany your payment. Mai I or bring it to: r·-~-~l L~j ~ .. • ·o. ( h RCC-37 (12-63) ··'o. COl\11\ION\\"E:\LTH OF PENNSYYLANIA TRANSFER INHERITANCE TAX RESIDENT DECEDENT BENEFICIARIES AND ADDRESSES State full names and addresses of all who ave an interest, vested, contingent or other- wise, in estate) Rosemary Ross, a/k/a Rosemary Celeste Ross -911 Oakland Avenue Ch::n•l Pl"ni PPnna : James Ross 911 Oakland Av~nu~ Charler_Qi Penna - (ThP rl::ntuhi"Pl"-h~n@ri r>ial"v. bv interest in the .i oint sav instt: ,_ SCHEDULE "D" BENEFICIARIES RELATIONSHIP SURVIVED (If step-children or illegitimate children DECEDENT are involved, set STATE YES forth this fact.) OR NO dauszhter ves - son-in-law ves l"@a~=;nn or b@l' ml'vi ·"' .d l account 1. ent fied in S / -~ _... ; J _ ...... DATE INTEREST OF OF BENEFICIARY IN ESTATE BIRTH not aooli ... cable not aooli .. By reason of the death cable of Rose M. Marchinetti on Julv 17 1969 her life interest'in the real property described in SchedulP C TPl"'TTin~t et and full title in the !remainder vested in the said beneficiary and James Ross, her husband - tin 1. ·---~ r~Qt~d with ·th@ @ntil'~ ~hedule E o iointlv-owned orooertv ) ) J I , Deponent further says that all the above-named beneficiaries are living at this time except below: NAME DATE OF DEATH RESIDENCE No Exce tion Will Administration ( No. ·················· Year ........... . D1 THE ~lATTER OF THE APPRAISEMENT OF THE ESTATE OF Rose Marchinetti a/k/a ~()~«:;! M •. ~P~hi.ne.tt.i ,. ...... .. ...... . ..... . Deceased Late of .... .. Cha·r.ler.oi ................... . County of .... ~1Ci.~l1.:i.T1R~.()!l ..... . Commonwealth of Pennsylvania REPORT AND APPRAISAL ,.~~ c:n .:z:,.. fl1 :::0 c.o en ~ G") c:: -~ -en -.... -(/) c-, ;z: ., (I) -..... 0 rn r., ----4 ::u r--0 r-~ =<:!0 ..,..,7"'-0 ., ---o 0~~ ::.r 0 -..-v ;,r-~ ~ )>.~0 <:::l4. c·.~ ~~ .•• ->~;., ... ·-: : ~· VICTOR E. RIVA, E~Q. P. 0. BOX 115 r.HARLEROI, PA. 15022 \ ~ ·' ,_-1 ~ l .., .. .1 .1 .. 1 -...__; -------------- (Executor-Administrator must complete "As Reported" column #1.) 0 .... 0 (I) (I) .., I» X ~ Cb tr1 (I) ..... "" ..... Ct> ~ ~ H .., . .... . I» ~::s • (I) ~CD' ·"' .... :~"' :~ : ~g; :(\.. ::r' -:~-.. : ~ c) .:~ . ~- -· ~ ~ ;: '"d ::0 Ct> Ct> .... "" (I) -0 ::s '"d "" .... -0 '"d "g .... .... .g ~ ~ ..... '< --en C/) n n ?"' ?"' c:; ~ : ~ ~ """~ .. ~~$$ -~ ~c:s 1' ~ ·~ :o :o ~ ,~,~ '>-.. :~ ''-' :o :1:~0 'a :• :o 0 () C/) c:: s:: s:: >-~ ~ ->-(I) ~-Ct>-'"2-.... ...... Ct> ::::... ........ >-:r. v et_ 2"~-.:> ...,_ ~-:::l r. c.. -~ Form RC C-10 c I DEDUCTIONS ALLOWED IN J .. " OFFICE OF THE STATEMENT OF DEBTS THE ·•SUM OF • . . . . . . . . . . . . $ .. ~ .. J...i: .. !.:. .. C!..-?_- REGISTER OF WILLS Washington AND DEDUCTIONS om~ ///a_=<Z OF COUNTY AND AGENT OF THE COMMONWiALTH .,Y.~;t,/~(i) ,/-~ / /.J,Cf-/./.)?. t~ ~;h~ Register of Wills, Agent nutt.: l'Jo -· :t..t....L ESTATE OF Rose Marchinetti ~ alkL:a L LATE oF Charleroi DATE OF FILING APPRAISEMENT Lf..--/o-t 7 OATS OP DEATH Jul~ 17th~ 1969 DATE NO. OF VOUCHC" NAMIL OF PAYEE REMARKS AMOUNT Russell Marino Clerk OC Filimr fee of 3.atement of Debt: :$ ':l on ~e~fk Fune~~ Home t.Rl' Pl'ni 'nn.R Comolete fuu.:ri:Ll 1 .fi20 on Bianchi Monument Com~any Monessen. Pennsylvan1a Inscription on grave marker. 16 so Charleroi-Monessen Hospital No-rt-h c'hi:t.,.lt:al'ni n ............. r::x.o~nses of last__Hosnit.aJ i?..Rtin ' 1 c;J fiO lfnn~~s~~· i(g!:m!i Last medical exrumst=!.S 1on nn Drf. Eug~e fostq a~d A. A. Pa: usc ar ero1. enna. Last medical exoenses 1~0 00 j Victor E. Riva, Esq. Counsel fees__1 375 00 Elizabeth J. Johnson, Notary Affidavits, in duplicate, to Public, State Return & Statement of Debts, 2 00 ~( Res~ Allen and County easur r, . 1969 councy, school and borougl property taxes, 128 95 ralvarv Cemetery Association ~penif!K grave , canopy, etc., 80 00 Rev. William Maher Funeral Mass, 20 00 - --::,~ 1~733 6.<; I COMMONWEALTH OF PENNSYLVANIA }s•: COUNTY OF Ha5hington I, Bcsema.:CJl Ross* Informant~ HEREBY CERTIFY, THAT. TO THE BEeT OF ... y KNOWLI!:DGE AND BELIEF, THI!: FOREGOING IS ~A JUST ANO TRUE STATEMENT OF DEBT&, FUNERAL EXPENSES AND EXPENSES 01" ADMINISTRATION SUBMITTED TO THE ESTATE OF Rasp Marcbjnpttj s al die ' D£CU..fi£D, AS DEDUCTIONS FOR O~HOROTANCE T~ _..URPD&£0. • ~ ~ (L. 5.) : owon"¥-~CROBOD moRE •• THO& ~AT ... ~ ry Ross --lr. ........ ~~ /"1 /Jill . r~ g,_~ .A~_./Jf V ~A~~ ---p ' ~~ . ' ELIZABETH J. JOHNSON, Notary Publio CHARLEROI, WASHINGTON CD., PA. My Commission expirr:s April30, 1973