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HomeMy WebLinkAboutOC1969-1200 - ESTATE OF LUCARINI' .. FORM 67 REV. 1-50 REG. WILLS i\ppliratinu fnr 14rttrrn nf i\~miuintratinu nu tijr Estate of... .................. E ..... b..J .. }:: ... :8. ........ ~ ..... : .......... h ..... U ..... {; ... B.. .... ~ .... :~ .. # .. J ...................................................................... . ~~~~----~~:::::::::::::::r.~::::~:::::15.::~~:::~:::r;:i:::o:::::::::::::::::::::::::::::::·.::::·.:::::·.::::::::·.:::·.·.::::·.:::·~···~~~-~~~-~~:·························································· Before the Register of Wills of Washington County personally a p pe are d .......... j_jJ .... k: .. J ... Y.. ... ~ .............. b .... \!. ... ~ .... !3 .... r.:: .. !.J.'!. ... ~ .............................................................................. . who, being duly sworn deposes and says that. ....... b. ..... ~: .......... J ... ~ ............................................................................................... . ageJ ... ~.'t:.> having ..... b..\.:5last family or principal residence at ..... 1?. .. D..~ .... ) ......... £ .. ~ .. ~ ..... ~ ... ~ . ..!.. ....... . ~a 10 ;-.J:;! s (! N .... ~ . (Street and Number) ........... M. .. E .... :::t.t.tu.Y. ... &~ .............. O. .. W..JY.~ .. h .. ~ .... ~ .... , Washington County, Pennsylvania, died intestate at ....... l?. ... i .. !~\~.~-~~-~ .. ;;:.~~: .. ~~-~Q~.~A:. ............ , on theJ.~ .. ~ .. £y of .......... ~ .... U .... N. ..... ~ .......................................... . A. D,, 19 ..... ~ ... ~., a~ ................ (.,., .. ; ....... \...O. ......... J~ ... : .. M., possessed of personal estate to the estimated value : ~~~z.:.: :.~.:: ~~~ ::'J:. .. ~ . ..D.:a~:;;~;:~~{t~~~~:~l~a".~" ~o-the ~~ti=~:~ ~~~:: :~ The names and addresses of the decedent's surviving spouse (if any) and other heirs (including l heirs by adoption) are as follows. .. -;..: . i \ ..• j RJ<JT-ATIONSHIP RESIDENCE ···-~·'·····-~~J\.~ .. be .... 1.1l.t .. f.I .. ~J .. H..L ................. ~ ... /t._ ..• '.:' •.•...•••• t!l~ .. L, ..... ~--~.::& .. )'l..l,}{{<p~o<!.~ i>, Q {l. •••,j•:U .. k. .. L~L ;•• \,~ t. f.': e,;l'-'!.••••••••• .Sl. .. !\~~ & ... ••••• \•••• ~··••••••••••••••t m••~~-~~·~;••••••~•~••••• ·~•••••••••• • p ~ ......... C.. .. e .... ~ .. r. ...... ~ .................... k .. k ... o. ... M ................................................... \ .... 3. ..... M .. o .. N ...... 1 ................... ~ ...... A ......... , . .M.}..QJN i . .......................................................................................................................................... ...................................................................................................... . ......................................................................................................................................... ...................................................................................................... . ······································································································· ........................................................................................................................................ . .......................................................................................................................................... ...................................................................................................... . ....................................................................................................... .................................. ······································································································· That deponent is over 21 years of age, fides aL ... c\!: ... :\L:'i.:.J ....•.... ~ .. D ... l!, ....... :6 ... "t ... L ......................... . .......................................... M ... ~ .... :\) ... o. .. t(. ... A.~ .. P. .................. ~ ......................................................................................................................... . is a citizen of the United States and a resident of Pennsylvania, and respectfully applies for Letters of Administration upon the Estate of said decedent, no letters having been previously issued thereon. .s-+h. Sworn and subscribed before me this .............................. , COMMONWEALTH OF PENNSYLVANIA } SS. WASHINGTON COUNTY, . j_=~~-- And now .......... {l!.\ .. .A. .. ~ ............ :£ .................... , 19 ... :1 .. 0.., comes ...... ~ .. v .... k .. ~ .. Y ... ~ ....... ~ ... Y. ... ~ .... e .. ~~ .. -~ ... 1.. ........... .. who being duly sworn doth depose and say that... ..... h.:e.: .......... will well and truly administer the goods and chattels, rights and credits of ... ; .......... ~.~ ... ~ .. ~ .. :B .......... J. .. ~ .......... ho .. V. ... f: .. ~ ... ~ .. ~ ... ~ .. L ................................... , deceased, to the best of...~.t?. .... skill and judgment in striot compliance with the laws of this Commonwealth, mind- ful of the laws relating to.inheritance ta~es. . . s-!b Sworn and subscnbed before me ·this ............................ .. day /q ... ./V\.~:i ... ,., ... ~ ........... , A. B., 19J. .. 0. ...... .. ...... .,. .. ¥.~ ... ~~~~ ............... .. •••• :~~-~ •••••••••••• REGISTER I' l .... • & .J--lo 1'-/..Z.ff /'M ~ 7 t1 --If APPLICATION FOR Letters of Administration ESTATE OF ·--~--~---:~~ .. r. ........ ~ ..... l.\J ... ~ .. ~--~--L~.L.~ ....... .. Deceased Letters.......... R $ ........... . ············································ ................. . p $ ........ f.!.. .. ~~-- Extra Alias .............. $.;.;.:.:<,:,., ................... . ~ 1' Certificwtes ..,.;; ·-·J· ...... P. $ .. ::::=.: .................. . ;: r-n ;P :::::£ ~··-· '~(J) G") c:: :D' • Renuncun1ons .. '" . --· u ...... -~ $-··;;;~-··,····················· = u:; u) t_·i 1 _ ,z_: _, t-n ............................ : .. :::;; .. lX) ..• ~::: .............. ::--J $ .... ~ ................ . -·-{ :;D ' ........., ... ............ /··················~--~~-·;;::··········if:···:::]. ............................... . . ..,,_ .... D _ a~~ - ' 0 -~ --'· f ~. -&:"-( . • I :;.;:'::""'""""""""""'""'""":""'""""' 4al.. ......................... = ... ~-. t =e F :2 :-::J :P'-(/) i...l::l ~~ONfl~i) c. $ ).... \-, (;,. (l... A !V"T ~ti-t-~\, \J~~ ~. ~('l.l L£ £> 1..0 ~ <J.t tS "'-' , Attorney ~2 - 1Kunw i\11 :!lrn iy IDqrsr Jrrsruts Estate of ......... ~.~.~.~ .... ~~~.~.:.~.~.~........................................ } N f 1 R b. T o ............................... o 9 ........... . late o£... ......... 9. ..... ?:-.!?-.!?..t?..~ ........ ~.P...~ ........................ :., Deceased KNOW ALL MEN BY THESE PRESENTS, • Julius Lucarlni a.s Principal a.nd United States F'idel1ty and That we, ........................................................................................................................................................................................................................... . ................. g;~.~:r..~.!}.~.Y. .... 9.~ .. ~ .... ~.~ .. ~.~.~.:!!:~!:.~.!. ..... ~~ .. ~ ..... ~.~:.~.~.!. ..................................................................................................... . all of Washington County, Pennsylvania, are held and firmly bound unto the Commonwealth of Pennsyl- . f h f h . d . th . h f F'i ve Hundred D 11 vama, or t e use o t ose mtereste m e estate, m t e sumo........................................................................ o ars, to be paid to the said Commonwealth, to which payment, well and truly to be made, we do bind ourselves, jointly and severally, for and in the whole, our heirs, executors, administrators, successors and assigns, and each and every of them, firmly by these presents. Sealed with our seals and dated the .. .J?..~.h .. ! ............ day of ......................... ~.Y. ............................... A. D., one thousand nine hundred and ...... :~~.'Y..~.~~I. .................................. . THE CONDITION OF THIS OBLIGATION IS, That if the above bounden ............................................... . ................................................................. !I.Idl.~.ld~ .... ~~~-~.r..~.~-~ .......................................................................................................................... . Administrator ..................................................................................................... or any of them, shall well and truly administer otherwise, it shall remain in force. Sealed and delivered in the presence of: ~tatrmrut nf ~urrty ' ., I, ........................................................................................................................................ , surety in the sum of $ .............................. on the administration bond in the estate of ............................................................................................................ , say that I reside at .............................................................................. , Washington County, Pennsylvania; that I am the owner of real estate, the title to which is in my own name,and duly recordeq,;· situated in .......................................................................................... , Washington County, Pennsylvania, worth above all encumbrances $ .................................... ; and that I am worth the amount expressed in said bond, over and above my just debts and liabilities. Street P.O. I, ........................................................................................................................................ , surety in the sum of $ .............................. on the administration bond in the estate of .......................... ~········-....................................................................... , say that I reside at .............................................................................. , Washington County, Pennsylvania; that I am the owner of real estate, the title to which is in my own name and duly recorded, situated in .......................................................................................... , Washington County, Pennsylvania, worth above all encumbrances $ .................................... ; and that I am worth the amount expressed in said bond, over and above my just debts and liabilities. Street P.O. COMMONWE. ALTli OF PENNSYLVANIA, } SS· WASJflNGTON COUNTY, . And pow .......................................... 1'9 ............. comes ................................................................................................................................... . who being duly sworn, says that he is acquainted with the financial standing of the securities to the within bond; that the said obligors have each executed the said bond and that the sureties thereto are the owners of real estate in their own right of value more than the penal sum of said bond .over and above all incum- brances and exemptions. Sworn and subscribed before me this ............................. . day of ........................................................................ A.D. 19 ........... . Co. fo3-tor-/;2.CJo .t:j ?IJ l:/ i "2 .. No. ?J?? i\iltniui.atratiou iBnuil IN THE ESTATE OF Eliza J. Lucarini And now May 7J..__ , 19 70 Bond approved and Letters issued to ~ • "0 ~ JuliifB?:¥'3¥ari@' 'r ~~<::: -- :::::: (;) (f'J .h r.-·· who :wa~ .rduly qualified. -...~_.~ ~1 i-t i 1 --t -~ ,_ -.• 0 ' ..... ~0 t::J _ -·Hnsse11-Ma.r:tno ;._.,;; --;:... ........ 9~.::-J :r :... r-::.;. u r---~(1)0 -C:" <:::>- t..o Bond . Book _ ____..!608<3!..._ ____ _ ~2 Register Pag.e 283 ' ci z .... 0 <D .... Fi l.'E I ll1. ~1~ FE ~h n t IIW.t\11 :,;s;EJ IL iH,!:tlre.l\ : '@ jml[G.. 1ST! .1\li'. «;, f W:ll .lLS tlS \M!I' :T, Q•tl €;® ,II' .' i I I 1Jn tqr ®rp qana. arourt of. llaaqingtnn Q1ounty In the matter of the Audit of Account in Estate of HELEN J. BARROWS, Deceased No. __ _ _1_1_9_9_o_f ___ , 19___§1__, ~~ TO THE AUDITING JUDGE: our accountant Enter __________ appearance for· _______________ _:_ __________ _ Fr H. a rono 11 tltJ.ay of December N. B.-Counsel shall, by separate paper, present a concise statement of each claim, with supporting calculation of any interest claimed. Objections to an account as filed, shall be concisely stated in a separate paper. Council suggesting proper distribution shall file a separate concise state· ment in that regard. 19 69 '-- J •' R c c-43 (5-65) NOTE: TO BE SUBMITTED IN TRIPLICATE Pennsylvania Department of Revenue Bureau of County Collections 26 S. 4th Street Harrisburg, Pennsy Ivan ia Dear Sir: Pursuant to Section 742, Pennsylvania Inheritance and Estate Tax Act of 1961, we herewith submit the following report: NAME OF REPORTING FINANCIAL INSTITUTION The Union National Bank of Pittsburgh ADDRESS P. O. Box 837, Pittsburgh, Pa. 15230 ACCOUNT NO. OF JOINT, Attn: H. G. Miller, Asst. Cashier TRUST OR INVESTMENT DEPOSIT __ ..:.:.#:.:..7;;;..3-....;0:..:l==2:.:5:..:.9..:..7 -....:8:::.__ ______ _ NAMES ON ACCOUNT J ORINVESTMENT _________ ~E~l~i~z~a_J~a~n~e~L~u~c~a=r=in~i--~o:r ___ ~~~lA- Martha Ann Montelione ~~~-~ 0 DECEASED JOINT DEPOSITOR, -___- TRUSTEEORINVESTOR ___ ~E~l~i~z~a--J~a=n~e~L~u~c=a:r~in~i~---~---- ADDRESS _______ R_._D....;•_..:.:.#....;l..:..'....;B~o~x~2~5~4=A~,....;M~c=D~o~n~a~l~d~,~Pa~·~l~5~0~5~7--- DATEOFDEATH~~-------~J~u~n~e~ll~·~l~9~6~9....;V~------­ SURVIVING DEPOSITOR, BENEFICIARY OR INVESTOR ____ M_a_r_t_h_a_A_n_n __ M_o_n....;t_:_e....;l.;;;;.io.;;.;n:.:..e::._ ______ _ ADDRESS R. D. #l, Lee Ridge Road, Steubenville, Ohio 43952 RELATIONSHIP TO DECEDENT Sister DATE DEPOSIT OR INVESTMEN-T----=.!=-=-=~---------- WAS ESTABLISHED ______ A __ ug_u_s_t_2_,_l_9_6 7 ______________ _ BALANCE, INCLUDING INTEREST DUE, AT DATE OF DEATH $ ____ $_2 _,5_9_1_._12 ________ __ .?'M~~ . ? S1gnature TITLE Assistant Cashier t .. ( • i} Of! falfofMSYLVA.NIA TOP REVENUE COUNTY tOLLECTIONS E TAX DIVISION OFFICIAL NOTICE OF INHERITANCE TAX_ . APPRAISEMEN_T AND ASSESSMENT OF ASSETS NOT SUBJECT TO ADMINISTRATION ' / / . • ··I I "'-, ~~" .\ ,:'":·~· ...... ;. . . Under the Inheritance and Estate Tax Lows o{ the Com~~'\weolth _of Pennsylvania such transfers ~re to'xa~le ond the liability for the P,ayment of the inheritance tax due· isnimposed upon you, as transferee. -~ . _ ----·---.---------1'~---=--. -~ ------ of: _j:~a-JIHII~MlU~P..a!!JQ..jYJIZt!!L-~-.&l~. arraised ·by the Commonwealth, OS of the date of death, at $ .: '' ~·511.12 . 00 %of this amount is taxable at the rate of 15 % .. .,. -. ORIGINAL ASSESSMENT DATE OF ASSESSMENT TAXABLE AMOUNT I LESS: ALLOWED DEBTS NET TAXABLE AMOUNT AMOUNT -OF TAX DUE fit .-,.- ~- r 0 If-you pay the above amount within three (3) months s ---=2::.~,L:::!!:S~9l!U,:..l=-2-- 388.1? · AMENDED ASSESSMENT c::<o V ) ~· . \ of the date jf death .gl the de'i.fl.dent, or on or --_before. m. .lltJ9 ti9 -rou.may deduct. 0· ,.,.. discount of 5% of the amount of tax due, or -----........ -.... ~-' .. . - j '. ) . 0 This tax became de-linquent one year ~fter the date of death of the decedent an'd; in addition to the tax, statutory interest at the rate of 6% Q{..tb_e_tax per annum rs 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 until paid l 1 ASSESSED BY:_~~~~~~:...L.~~~~--~~ ·(Agent for the Commonwealth) t . .... I ;;,; ' ~IN~ST~R.:.:U;..:;:C..:..T.;.;:IO..:...;.N.:....S ..;...TO.:....· ...:..T:..;.:AX..;...P...:..A;..;..Y.:....ER:...:.,.;;.S ~· _ Make checks or money orders payable to: _To insure proper credit to your account ---------_..,....__ -.....---=-------.--_____..fhisOfficiaf Noticemust ac-companY; ' \ your payment. Mail or bring it to:··~-.~ ·'-.. ·~. Oa ,:l.i(/1 /f'~ / (over) .. \ $· . , . . ·.\ .._{/J. t 7;···. . ~,fo~~tr/tJ. J 1 I . ~" I ~ """ . ..., .:,.--._.,,.,-..._. _,.. .~ .. -. ~~~~~~-~·-Jt.•v• a(;~cfy'p~id this tax to an executor, adrninistl"ltor, attorney or other pers:naf~~et.en~iv,e ~i;th~.'"~ ,.,forwarding to the Commonwealth, list below the date paid, name and addre'!is off~ pe~ to,~~, ,_,;_ . ....,1!!".•-PCJrment, their official title and the amount. '.., · -~<1 . ~. ~' 4P4•· --. . .• ~. . t· . Name and Address of Payee Official Title Amount Paid·"'~.. • "f!t!''t' . ··~"'~~~-!Iii '· UIIIDI'·C'en,' a1n circumstances, if, after the date of death of the decedent, you personally paid funeral expenses _ . -just debts of the decedent, with funds derived from the property herein taxed, such amounts expended ~ .• f)y{yo_u. ~ay qualify as deductions against the gross value of the property in the computation of tax due. lf,qny·· ··~~~~~~pen~ihJ~es meet aU Of the three following tests, it is recommended that you itemize the payments ~low, · ~~ec~tf·t~e affidavit;_ ?"d 'return this notice. The ~egister of Wills will examine the. debts ~laimed Qnd_.alf~-~ ·. those wfuch·he determsnes to be proper. The tax wdl then be recomputed and you wdl recesve an amended auusment of tax. • THE THRee.TESJ~.J~HICtj ~I)ST .]ejtET A~El_~~t . .. -. . --. -........... -·--------· -··;..~- ·.·~ ~~). --:)y Ylu,;.~~ 'i;ersonalty Jegatly;,respon~ible fo/ tltese debts, and I~ :J ,, 2--Yw,attually paid these debts out of the ctceount or property described abe>ve and c'an furnish proof -of such payment, if required, and . ~ 3-These same debts are not also claimed, for tax purposes, by an executor, administrator or other person.al representative of the decedent handling the administration of the general estate of the decedent or any other transferee. attach separate STATE OF WEST VIRG I Nl A it-if ____ > ••• <ilalmHIWfi~fMt~t~> ·1-< · ~cou~~-or:: _ HANcOcK > ss: r·.: .. ·:• '. f,:1i[~a v~ herebY. c'ertjfy hat the f r going i~ a just and true stat~~~i ~f I -~ ~al'ex~li~~s ond other debts of the decedent, ~ . , for which I 1· ~~tegolfy respo~~ible and which I did pay out of the ropert herein taxed. I further certify; thano t~e _ ·· "btit-~f'my knowi~dge and belief, these same debts will not be claimed by any other person, for inheritohce · REPORT OF REGISTER OF WILLS ., -~- duly elected Reg'ister of Wills in and for the above county, do respectfully report that ( · .. :·~~· ...... ,., ... · s listed above in the total amount of $ • '· · ._,., , .. ·,, ' . ' ' .... '--' -- Fonn RCC-2 COMMONWEALTH OF PENNSYLVANIA DATE October 21 1969 ................................................................... ! ...................................... . DEPARTMENT OF REVENUE RESIDENT INHERITANCE TAX WASHINGTON •' COUNTY BUREAU Of' COUNTY COLLECTIONS .................................................................................................. HARRISBURG, PENNA. 17127 APPRAISEMENT FILE NO ............... ?..~.: .. ?..~.: .. ~.~.9..~ ............................... 1. ELIZA JANE LUCARINI McDONALD Whereas, ...................................................................................................................................................... late of ..................................................................................................... ........ in the County of ....................... WA.SH.IN.GT.ON. ....................................................................... Commonwealth of Pennsylvania, having died on the ................................. J.!~h ............................................. day of ........................ ~.~.~ .. ~ ...................................... 69 19 ............ , seized and possessed of an estate subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania; Therefore, I, W. R. CHANEY 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 expressly reserves the right to inheritance taxes at the lawful collateral rate on any such future interest. appraise and assess transfer Unit Appraisement Description of Asset Values Made for Inheritance Tax Purpoaes $ JT. HELD PERS. . . Jt. Bank Acct. #73-012597-8 held in the-~:)( UNION NATIONAL BANK OF PITTSBURGH, PITTSBURGH, PA. ' in the names of ELIZA JANE LUCARINI or MARTHA ANN MON1 iELI9NE. Opened 8-2-67. BaJance as of date of death, $2,591 J~ Full:y: taxable 2.591 12 - Having been duly swo.rn according to law, I do hereby certify that the above appraisement is made in 6~n- formity with law on this ...... }!.~.~ ............................... day of ...... :::·.::·.· .. ·.·.·.:·.:::·?:~:~::~:~:~~ ::~~-··.::·~.··.·.:··.·.· .. ;,:; ... ·. ~~.·.~.·.·.· .. ·.··.·.·.· Appraiser ...................................................... , ................................................ , .................. ········································ <f.fxsrHi'NC!r()N Penna . .......................................................................................................................................... , (Post Otftee) W.A$H:J:NG'r.QN .. County RESIDENT INHERITANCE TAX APPRAISEMENT Estate of ........ ELIZA. ... J.ANE .... LUCARTNl····· .. ·· .. Deceased. Late of McDONALD .......... ·············· ................................................... , ............................................. .. Date of Death, ................... J.u..n.e. ... 11 .. , ..... 1.9.6.9 ....... .. 38 Appraisemel!t Docket Vol., Page, ../.7-:: ... ;J.. ............... No. 63-69-1200 Filed i1~ Register's Office, ....... ..!9.:.~1: .... 19 ........ 69 Amount of tax dtte, $ ................................................................... . DEPARTMENT OF REVENUE Received, Examined and Approved, .................. . Wrote abo,ut Appra-isement, Appeal j1'om Appraisement, Entered and charged,