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HomeMy WebLinkAboutOC1969-1289 - ESTATE OF PALETTA·~....,-..f'i ClIommonmraUq of 'rnn9yluanta,l .99: lJa9~ingtou ClIonntg,\ KNOW ALL MEN BY THESE PRESENTS:Whereas,at Washington,in the County aforesaid J on the 1st.day of December A.D.19 69 ,before me, Russell Marino ,Register for the Probate of Wills and Granting Letters of Administration in and for the County of Washington,in the Commonwealth of Pennsylvania, the last Will and Testament of TONY PALETTA late of Washington in the County aforesaid,deceased, (a true copy whereof is to these presents annexed),was duly admitted to probate;and Rose Paletta rix the Executm in said Will and Testament named,having appeared before me and taken and subscribed the oath of office prescribed by law; NOW,THEREFORE,I,Russell 1VJ.arino grant these LETTERS TESTAMENTARY,unto the said Rose Paletta ,Register as aforesaid,do committing unto her the administration of all and singular the goods and chattels,rights and credits,which were of said deceased,and requiring her to exhibit a true and perfect inventory thereof into the Register's Office,at Washington,within ninety days from the date hereof,and to render a just and true account of said administration at the expiration of six months from the date hereof,and to regard and comply with the provisions of the laws of this Commonwealth relating to inheritance taxes. IN TESTIMONY WHEREOF,I have hereunto set my hand and the seal of said Office at Washington,this day of December 1st. in the year of our Lord one thousand nine hundred and sixty-nine ~"'....I'~~••"~""•••••••"'•••"•••"."••". Register _enn • =$.t~+-t:::~a II.m 0 cs:+-t III 8 C'l ~"'" 8 t~~lilaH(I)cs:IIIttl Po. $.t ~~+-t+-t~8~ rt LAST \<lILL AND TESTAMENT OF Tm~Y PALETTA I,TONY PALE1'TA~,of the City of Washington,Washington 'County,Pennsylvania,being of sow1d and disposing mind and memory,do make)publish and declare the following to be my last vlill and testament,hereby revoking all "\.,1111s heretofore made by me. J. r· First.I direct my executrix,or executors,as the case may be,to pa.y all my just debts and funeral expenses. Second.In the event my beloved ,.;ife J Rose Paletta, survives me,I give,devise and bequeath all the rest,residue and remainder of my estate to her and I nominate and appoint her to be the executrix of .this,my last will and testament. Third.In the event my beloved wife,Rose Paletta, does not survive me,....-". (s.)I give and bequeath the II Paletta Clover Farm Stol'eII bus ineas, together wi.th all i.ts equipment,stock of goods,book.accounts and everything that goes to make up the said business,excepting the real estate,to my sons,-Frank L.Paletta and John R.Paletta,share and share alike; (bi I give,devise and bequeath the rest,residue and remainder of my estate to my children,Frank L.Paletta,~Tohn R. Paletta and Clara P.Carrick,share and share alike;and (c.)I nominate and appoint my said .. children,Frank L.Paletta,John R. Paletta and Clara P.Carrick,to be the executors of this,my last will 'and testament. ,IN WITHESS WHEREOF,I have hereunto affixed my hand !' and seal this 29th day of April ,1954.---- .~=-----,-(SEAL) Signed,sealed,published and declared by the above named testator as and for his last will and testament in the presence of us,who,at his request and in his presence and in the presence of each ~~ ot~er,hai e ~u~~ed our na.~VI i tn~///,/thel eto. <"/"~.I;~~~~~- .&4fi 75.23~~-1 '..""-. ...... " i\ffi~auit (@f fxrrutnr (@r i\~mittil1tratnr 8'tatr nf Jet1t1Iiyluat1ia.~Ii.Ii: C!lnUt1ty nf lIa.Ii~it1gtnt1 \ Personally hefore me,the undersigned authority,a !'!2.;.~.;:x.g~p..!.~.£.in and for said County and State,appeared ,RQ~.~r.~L.~.T.l'A who,being duly sworn according to law,deposes and says that S he is the executor ~of the estate of .......................TQNX fA1.~.:r1.A deceased,that the foregoing schedules constitute a complete inventory and appraisement of the real and personal estate of T.QNY.r.A.L.~l'.T.A., 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 vaJu.e of said items as of the date of the decedent's death,based upon a just appraisement of each item made ~~,:~~"~~ove .named ~Executrix. "~.day ~OS.f=7L;~;;:;:;..~S~••~~~•••b.'f~..l9~th"..f.!._-:........:?:~..:£~__. .J ~(./...r..y.p.::::.~~~ -•...,r ~.""~~~~~~·~~~·~..·INST~~~It~;etta,Executrix 1.An inventory must be filed within three months after appointment of personal representative. 2.A supplemental inventory must be filed within thirty days of discovery of additional assets. 3.1 Original and 2 Copies and 2 RCRI-34,Under $10,000;.1 Original and 2 Copies and 2 RCRI-33, Over $10,000,including Copy of Will;1 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 -( J were ..)Juntutnrg aub ""ppraistmtut of the goods and chattels,rights and credits which of :r.QN¥.~~J...~1.r.A .Jate of 9..!~.Y.!?.;W.~.~.~.!~.g~.2~. Washington County,Pa.,taken and made in conformity with the above affidavit. REAL ESTATE:NONE PERSONAL PROPERTY: DOLLARS CENTS 200 00 1.Savings Certificate -Pittsburgh National Bank, Washington,Pa.4,000 00 2.Savings Certificate -Pittsburgh National Bank, Washington,Pa.5,000 00 3.Judgment -Tony Paletta vs.Alfred Osso and Elvera Osso, dated January 14,1959,filed at No.376 November Term, 1958,D.S.B.,Principal $2,600.00,interest 6%2,600 00 4.Judgment -Ton y Paletta vs.Elvera Osso and Alfred Osso dated December 2,1959,filed at No.215 November Term, 1959,D.S.B.,Principal $3,500.00,interest 6%3,500 00 5.Judgment -Tony Paletta vs.Ty1erda1e Civic and Athletic Club,dated August 19,1957,filed at No.475 August Term,1967,D.S.B.,Principal $5,000.00,interest 6%2,638 99 6.Judgment-Tony Paletta vs.Leo Mosier and Mrs.Mary Mosier,dated April 17,1963,filed at No.647 February Term,1963,D.S.B.,principal $200.00,interest 6% 7.Note -John Hana to Tony Paletta,principal $1,500.00, interest 6% TOTAL ASSETS OF THE ESTATE 1.010 00 l /S3/ ~.j -~J-lc:2cf 7 Inventory and Appraisement., IN THE ESTATE OF °0 1 4 ....r,'"\-<';;"':'..".'.::(.~";/TONY PALETTA ,~'",I I"1'.·..c •••••".',4\~~.~. "'1,'i.\\\\\,\ "I"'I",,!I \I \ \ Filed ,19 .. -/(f::J 0)CoO :::0 0 fT1::O PI "'1QC:n-U) {f)U)--4r-'l .......fTl,-r::;0, ~~"m~~::::0,-= 10 (\)U).. J (\)'/!.;::. Dl<f80-cr~I/hl GREENLEE,RICHMAN,DERRICO &POSA ATTORNEYS AT LAW WASHINGTON TRUST BUILDING WASHINGTON.PENNA. STATE OF PENNSYLVANIA, WASHINGTON COUNTY,~55: The within named Accountan't being duly sworn according to lawl deposes and sat.3 that the above account as stated is true'and cor;eC'tas ,_~.h~_._.._ _verily believe,S • .~~. Rose Paletta WQlshingtonCounty,55: W -"ail Sworn and subscriqed before me this 7 :-::-::.da;·~f:?.~~U """'"19.J~9..'~'~..~:}c .....•·Not·~;·;;fl~bl~/-Washington, Washington<County,Pennsylvania ' ,~ My Connni~~'~on EX~ires:~c?-ff23 511\11\jO }J31Sl'n~J 'ONllj\1~4 l13[;'0:d>l!certify that I have given legal notice 'to all persons concerned of the filing of the within account in the-manner 11,prescribed'by'Sta'tute and Rule of Court,as evidenced by proofsLG'G 1\\1 ~.u~....--~- thereof med to No..t..;J.~.20.~.{,.~o:3 ~'lvYi~~ess my hand and official 'seal thiS..~_..t:..._. 1D day OL ,.,.J.~I...V,.~~.:.::..~~::.:::.:.: Register of Wills ... -./ o~r j i=ll .•i.1 -•••[)_.I I ,- I ILL r;USSELL t'lARINO;; HEGISTER OF WillS l~tJ D:C 11 PN 2:27 ·f ~.'..~,-..... " --_._----- J ,•c "' «: I" .... •, ( '--- " ," ..- 1"..C :L-;: v':;-'-'";-...-.::.g ......~\',~.~,,,....' l IJ ,\\\ It"I)\"\ I"t II j IJJJJ'I.~\\\l ;.IJ../~ I'J •~~........'(..:"....",y.'...•-/--:-"-":...y..-(;.....:..".-/::.~:....'-.--:-".:;:;'::-- By !qxl¢yecj to det:ermine r &POSA I>--- Counsel for Accountant IN THE COURT OF COMMON PLEAS OF WASHINGTON COUNTY,PENNSYLVANIA ORPHANS'COURT DIVISION IN RE:ESTATE OF TONY PALETTA,DECEASED ) )No. ) FIRST AND FINAL ACCOUNT OF ROSE PALETTA,EXECUTRIX I.ASSETS OF THE ESTATE: A.PERSONALTY: Per Inventory filed B.REALTY: TOTAL ASSETS OF THE ESTATE II.DISBURSEMENTS: $18,948.99 None $18,948.99 Date 1966 May 16 June 7 Aug.12 May 31 Mrs.Sproat Dr.Quetsch washington Hospital Dr.Badia1i Queen of Heaven Cemetery Neal's Funeral Home Purpose Visiting Nurse Medical Services Hospital expenses of last illness Medical Services Gravemarker Funeral expenses $ Amount 33.00 450.00 514.60 365.00 265.00 1,555.25 l Apr.17 Dec.9 Dec.14 Dec.15 Dec.9 Immaculate Conception Church Funeral Mass Dr.Earl H.Geho Medical Services Mrs.Rebecca Wheatley Intravenous Treatments Josephine M.Douglas,Letters of Administration Register of Wills and 2 Short Certificates Bob A.Franks,Prothonotary Satisfy judgment of John Hana Observer Publishing Co.Advertise Letters Washington County Reports Advertise Letters 15.00 18.00 28.00 12.00 4.00 12.50 12.50 ,.- II.DISBURSEMENTS (continued): Date Payee Purpose Amount 1969 Sept.24 Bob A.Franks,Prothonotary Satisfy judgments of Alfred &Elvera Osso $12.00 . Nov.20 Russell Marino,Probate of Will and Register of Wills filing of Petition and Order 12.00 Rose Paletta Family Exemption 1,000.00 Rose Paletta Executrix's Commission 2,342.00 Greenlee,Richman, Derrico &Posa Counsel Fees 2,690.00 Russell Marino,File Inventory and Register of Wills balance due on Letters of Administration 11.00 "Dec.3 Fetherlin &Carl Administratrix Bond Premiums for 1967, 1968 and 1969 60.00 Russell Marino, Register of Wills File Account 16.00 TOTAL DISBURSEMENTS $9,427.85 SUMMARY , TOTAL ASSETS OF THE ESTATE TOTAL DISBURSEMENTS BALANCE FOR DISTRIBUTION -2- $18,948.99 9,427.85 $9,521.14 Sworn to and THE WASHINGTON REPORTER WASHINGTON,PENNSYLVANIA· PROOF OF PUBLICATION In compliance with the Newspaper Adveri!sing Act of 16 May,1929, P.L.1784,Paragraph 3,Sub-paragraph 25,as amended. Commonwealth of Pennsylvania,County of Washington,SS:......•..... Personally appeared before me,a Notary Public in and for said County. and State,Ri.C.b..~.r.g ~.!L..9..QW.~,who being duly sworn according to law,deposes and says that he is the..S..e.c...~.Y..•....~....r.r.~.~.#? of the Observer Publishing Company,a Pennsylvania corporation,and its agent in this behalf;that the said Company is the owner and publisher of the Washington Reporter,established August 15,1808,a daily newspaper of general ciruclation,printed and published and having its place of business at Washington,Washington County,Pennsylvania,where it has been established and published continuously for more than six months prior to the publication of the notice hereto attached;that the printed notice or advertisement hereto attached is a copy of an official advertisement,official notice,legal notice or legal advertisement,exactly as printed or published in the Washington Reporter in its regular issue or issues on the following date or dates;p..ece.mb.e.r 12..,J.9 ~n..Q 47..,J.9..~.~. that neither the affiant nor the Observer Publishing Company is interested in the subject matter of said notice or advertising and that all of the allega- tions of this affidavit as to the time,Plt2aceand.character of publication are true..I'J /? tt-d/l.cL--La-:-.r>-t~_/......................................................::".v.>!.~:::::.~. subscribed before me this....2.7..day Of..J?~.C.~mJ?~.r.J 966~~d.~~P""C WASHINGTON,WASHINGT HCOUNTY MY COMMISSION EXPiRES MAY 6,1969 .,,\_"<'/t;~",\;~!iT~~ ADMINISTRATRIX:.S,'NOTI<:;Elc·\Estate of TONY ·PADETTA.de., ceased.late of WashiIlg'toil'i;~a~h-1 ington County,.P~n!lsyli'~mJ,a.,:""ILettersofAdmmlstratlonupo.!!-.theaboveestatehaving..been .granted j , to ,the undersigned"no.tiCe.'is.'.••.l!ere..·h.·y..''given to those indebted theretoi'to '.make immediate.payment.andtojthose,having claims ordeina~ds topresent,them for /settlement.I ROSE'.PALETTA,Administratrix785DonnanAvenue..Washington,PennsylvaniaGREENLEE,RICHMAN,.DERRICO &POSA,Attorneys ,.•,~~;} 325 Washington Trust BuIlding.'Washington,Pennsylvania ".!' :J,'1988.94,28090·3t;'<-~~:}:f.":~i Wasllington County Reports. ~~~M~~~J.Slt~ Washington,Pennsylvania (PUBLISHED BY WASHINGTON COUNTY BAR ASSOCIATION) PROOF OF PUBLICATION In compliance with the Newspaper Advertising Act of May 16,1929,P.L. 1784 Sec.3,paragraphs (3)and (25). COUNTY OF WASHINGTONt STATE OF PENNSYLVANIA (SS. Personally appeared before me,a Notary Public in and for said County and Commonwealth,CHARLES C.KELLER,who,being duly sworn,deposes and says:that he is the Editor of the WASHINGTON COUNTY REPORTS,the official legal periodical for said Washington County,publis'hed weekly having its place of business at Washington,Washington County,Pennsylvania,and is act- ing as its agent in t'his behalf;that the said WASHINGTON COtJNTY REPORTS was established on March 31,1920,and was designated as the official legal publication for Washington County,Pennsylvania,by order of the several courts of.said County,dated November 11,1920;that the printed notice or adver- tisement attached hereto is a copy of a notice or advertisement,exactly as printed or published,which appeared in the said legal periodical in its regular issues on the following dates: December 15 22 29 1966..................................................................1 ,.. that the affiant or the corporation in behalf of which he is acting is not interested in the subject matter of said notice or advertising and that all of the allegations of this affidavit as to the time,place and characte~of the publication are true.~.l~---filL~~~EdItor~~;=~~::~:a::~,l,"A.~;;;~:;~ Washington,Washinoton .CIl'~'.Y My Commission Explr~§ November 1/1l>;}~. Estate Notices The Register of Wills has granted letter'S, testamentary or of administration,in the following estates.Notice is hereby given to all persons indebted thereto to make payment without delay and to those hav- ing claims or demands to present them for settlement to the Executors or Admin- istrators or their Attorneys. • • • ••••• • •• • • • • • • PALETTA,TONY,Dee'd. Late of Washington,WashingtonCounty,Penna. Administratrix:Rose Paletta 785DonnanAve.,Washington,Penna. A,ttorneys:Greenlee,Richman,Der- riCO &Posa,325 Washington TrustBldg..Washington,Penna.. ..., __________________________________________________--1 ~lt t4:r Qtuurt uf Qtnmmuu 'l:ran uf lIan4ingtnn <!ruunty ®rp4ann~muurt iiuiniun In the ma;tter of the Audit of Account in J Estate of TONY PALETTA,deceased TO THE AUDITLNG JUDGE: No._=63~-~6~9,----...:!::1=28~9~_ Enter__-=o:...::u:=r=-------,appearance for ROSE PALETTA,Executrix,Accountant. 19 70,-- N.B.-Counsel shall,by separa:te paper,present a concise statement of each claim,wHh 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 rega;rd. No."63-69-1289 In re Audit of Account in Estwte of TONY PALETTA,DECEASED AUDIT 'rarrtpr fnr·!\ppraratttr FOR ROSE PALETTA,EXECUTRIX, ACCOUNTAN!~~-==c;;);;m:::0-h (j)G")C :;00 r-(n :g ~ :=-(f)(f)--f1!Z -{fT1 t'..,)·•;' CO)rn r-~~_._..."'__. -I ::'C.J ,-l-Jo.. z :2 ""'""0'"o ~,.::::.t::o:<E:;o ~:::=-=I ~. ""U r 0-»0)ton (J"'l GREENLEE,RICHMAN,DERRICO &POSA .A,ttorne~ ~2 PETITION SUR AUDIT Testate Form j ·U"THE ORPHANS'COURT OF WASHINGTON COUNTY Estate of I9.:N¥...rA~~IrA ._--------- Deceased No ~.~::.~.9..:.1:??9..__A.A. Fiduciary ~9.~.~~~~~~'f~.,. EXECUTRIX.........---_--___--_. Date of Date of December 7,1966, Decedent's death ~~.Y.~~.,J.9.§.~Grant of Le!tters..~.~4..P..~~.~~J?~;r;;\..,l9.§.9.~. This is the f.~~.~~~~~f.~~~J account filed in this estate If there have been former accounts filed in this estate,list file number or number and term N9.n~. Election to take Under ol16mlkK1K.will.(cross out one) Date Election With Audit Place of'. .' Filed ?.~t~~~.Q~Record _. Name of surviving spouse RQ~.~:r.~1~J;.t9 __---- -..--.-.----..-------.-.. List issue,where material: Frank L.Paletta,son John Paletta,son Clara Mae Carrick,daughter Did decedent marry after execution of will?(indicate)~.No.Any children born after execution of will?(indicate) ~No.If answer yes,name them __._______.._._.._ . Leg.atees Relationship Interest Fiduciary,if deceased or not sui juris Rose Paletta Wife Entire Estate List,if exceptions to above: NONE If partial intestacy,give facts: NONE Adeemed:Revoked:Lapsed:Abated:Give Cause: Notice to interested parties.Have all parties,having either vested or contingent interests and all crediors entitled to notice (Court Rule No.9 paragraph C:Section 6:Subdivision c)received written notice of the filing of the account and of call of audit?Yes.~. If any exception give cause:N9X\~. Fi Ie copy of Notice and date of mailing .J?~~.~!P:~~.:F...J.~.,1.?~.~.. *NOTE:.Letters of Administration were issued to Rose Paletta on December 7, 1966.Following discovery and probate of the Will,Letters Testa- mentary were substituted. Is estate subj~ct to the filing of a Federal Estate Tax Return?y~.$. Actual payment made on Pennsylvania Transfer Inheritance Tax.Amount $.?~1.~.:?4.. If the Will.makes any portion of estate subject to a life-estate,give name and birth date of life tenant N.9.n.e... Give Names and addresses of all unpaid creditors who are legally entitled to notice,together with the amounts of such claims;state whether they are admitted to be correct;and whether the claim is denied. Rose Paletta -Loan to estate to preserve personal property in kind,in order to pay funeral and administration expenses The claim is admitted. $10,480.51 t.rl U:] '"...,...<~tGivereferencetosuchpartsofthewillasrequireinterpretationbytheCourt;a refereri?eilp::@11 quesllions-r..e- quiring adjudication,and a statement of any other facts deemed necessary for the prepara~rf..9fU;head~icati@J<l: -(Jj "):::0'None .Z .-:j m .\r1G)r.;.__.,,".).t -1 -.,''""'-10::-C, ;~1,:~J 'L~"'.'~-'1 :.\....-0('")_-;;-:c..~,.:roci!::-'')~r=::-:::: -ur-""""!>.(f)0 Balance for distribution per account, Itemize any additional debits not shown by account:$~.,.??.!.~.V~·. 2/70-Frank Tallarico Estate, Judgment Note .300.00 Rose Paletta-Loan to estate to pre-serve personal property in kind 10,480.51 Total additional debits (Add)$JQ.,.?§.Q.~.~~. Itemize any additional credits not shown by account: SEE ATTACHED SHEET Total additional credits (Subtract) Balance for distribution $J.,.~??.~.~.~_ $ _..l~.,.9..4~.!.9.9.__ If balance for distribution is not in cash,list each item held in kind,giving appraised Value (or distribution Value); SEE ATTACHED SHEET ~"'" \~.~~.~"J .••#J ITEMIZE ANY ADDITIONAL CREDITS NOT SHOWN BY ACCOUNT: 12/12/69 Russell Marino,Register of Wills, for Certified Copy of Will $4.50 12/12/69 Internal Revenue Service,for Federal Estate Tax 1,058.62 12/11/69 Russell Marino,Register of Wills, for balance due on Letters and file Inventory 27.00 12/11/69 Russell Marino,Agent,Pennsylvania Inheritance Tax 261.54 2/19/70 Russell Marino,Register of Wills, for 1 Short Certificate 1.00 TOTAL ADDITIONAL CREDITS (Subtract)$1,352.66 1.Savings Certificate -Pittsburgh National Bank,Washington,Pa. 2.Savings Certificate -Pittsburgh National Bank,Washington,Pa. 3.Judgment -Tony Paletta vs.Alfred Osso and Elvera Osso,dated January 14,1959,filed at No.376 November Term,1958,D.S.B., Principal $2,600.00,interest ~% 4.Judgment -Tony Paletta vs.Elvera Osso and Alfred Osso,dated December 2,1959,filed at No.215 November Term,1959,D.S.B., Principal $3,500.00,interest 6% 5.Judgment -Tony Paletta vs.Tylerdale Civic and Athletic Club,dated August 19,1957, filed at No.475 August Term,1967,D.S.B., Principal $5,000.00,interest 6% 6.Judgment -Tony Paletta vs.Leo Mosier and Mrs.Mary Mosier,dated April 17,1963, filed at No.647 February Term,1963,D.S.B., Principal $200.00,interest 6% 7.Note -John Hana to ,Tony ~aletta,principal $1,500.00,interest 6% $4,000.00 5,000.00 2,600.00 3,500.00 2,638.99 200.00 1,010.00 TOTAL $18,948.99 r 1$., If Family Exemption claimed by Petition,give place of Record:.N~!_1~. If F 'I E t"I'd t d't 'I t'h'db'f CI'Rose PalettaamiyxempIonIScalmea'au I ,give name,re a Ions Ip an aSls or aim:, . wife of Tony Paletta,deceased,who was in a Family relationship with the decedent. List any advancement or distribution on account that has been made,and nature and amount of same:None Suggested distribution of balance shown,both as to principal and income,attaching signed and itemized elections to take in kind if balance is not in cosh:residuary shares being stated in proportions: .,.." 1.To,Rose Paletta -repayment of loan to estate $10,480.51 2.To Rose Paletta -Balance of estate,per Election to Take in Kind $8,468.48 \:; I . COUNTY OF WASHINGTON,SS: COMMONWEALTH OF PENNSYLVANIA The above named Fiduciary or representative thereof, being duly s-w.o.m doth depose and say that the facts set forth in the foregoing petition are true to the best oL her knowledge and belief. .........5W.QRN to and subscribed before' me thiS...//1tday Of ~4~~·.'.:..{:~.y;.zfL. Signature of Officer ~. Title of Officer.~.9.!::~.;:y...g~~h.~~.:_.W.~.~.~~~g~.~~.L. ~~i~~~~~e~~:£~~tg2~..~.:. ...."'.....'I,TtT\··CL \ And your petitioner will ever pray,etc. ~r~··Rose··paiet·ta·~···E~e·cu·t"i:i~·····················. .~.. ..' -<' I• ,.No..~~.:-:§.~=.!~.~.~A.A. Estate of.....'J::9.J~'f¥...f.A~~.~1~.1...- Deceased Fiduciary...RQ.SE...r.AL~.r.'I'A.$...~~.~~J1'rRl~ ,PETITION 'SUR AUDIT FROM WHERE DECEDENT LEFT A WILL Counsel of Fiduciary will submit herewith the following,in conformity with Court Rules adopted effective December 3,1951,being rule No.9:paragraph b-c;and divisions thereof:shown on pages 23-24. 1.Written praecipes of all Counsel in the case. 2.Copy of order appointing Guardian ad litem,if pertinent. 3.Copy of Order appointing Trustee ad litem,if pertinent. 4.Proof of service of above. 5.Letters Testamentary or Administration C.T.A.or an attest copy of Will. 6.Copy of inventory and appraisement. 7.Proof of advertisement of grant of letters if not filed with account. 8.Certificate of liens in case any of the funds for distribution are from judicial sale of real estate. 9.Signed and itemized elections if any distribution in kind. 10.Cogy of Fegej:(jl1 Estate Tax return if es- thereto. ~~GREENL~~.~RI~J:U1~·~.1P~M!~9__.~~9_~~_,.. AttorneyS ~2 \. \\,11'I", ,,,,\'..\" ::}--";-....::~.._. .......;,.-':') ............".("~..../-"'. .G/", ..t.1.J;'"'i ""."'1'.I ••,' I' GREENLEE,RICHMAN;DERRICO '.&ROSA., ATTORNEYS AT LAW I { 1, ! IJ I I, / }' i . TELEPHONES: WASHINGTON 225-7660 MC:;MURRAY ..941-:7590 PITTS8URGH 341 -7300 ..., .,. l \ . "'., .. ...."..., ,~.... ...'~. .' ... -.,..' ,Decembef 12,1969 .. WASH I NGTON TRUS'T B U I LDI NG WASHINGTON,P.ENN~.15301 ~,....-~-..~~~'t,~ "Mrs;.lose Paletta :. -'785 Dolman Avenue" W8sbf.rigeOl1,pennsylvailia 15301 '.~. ,. GAYLORD W,GREENLEE STEPH E!':'J I.RICHMAN PATRICK C.DERRICO', PAUL -Po POSA GORDON F.HARRINGTON •i.,.'...'I ~Dear Mrs.Paletta:. You-are bereby'notlfledthat 'the'accounting ~n the abOVe 'estate has'been filed at th~aegister of. Wills,Off.ice a~'No..63-69-1289._..,;.. ., , ."":'....The orphans ',Coul-i;will''~udlt said accoU1'ltt~~., sOtnet1me.-&aingehe week of Harch'16•1970'.,.hen you·! ".'may~be present·if you wish •.''We shall be ··il'.attendance for the estate-•.,, . '.~....' Distributionwi,ll b,e ordered shortt,thereafter.. " ".'. .,..' Ve~trqly-,oUra..,.,.. [" -"....-,N,DERRICO &'POSA ., By'_'~~;;;.ZL,.tJ,,:;.~~_~..............._ A~torneysfor the'Estate..' .-f ".Rose Palet;ta,Executrix PPP:V '" .'-t:4"v:("""9 ":jj,,3T r.<:..3~·:,~',S -i?l.O,'TOI1',H..d:"-W ••...-.b'.~.\:"'J..(,.{~V~}-.-fiiJM'";iM f'"..,. "I.•'"....-~.. ~--J,_1\1::~P."W G,-;-c,':,'A) !i-lA."t-,..,',·n r Io;';th'-~~'r:....- ~''-r -;'IJ~H.J,:"'1 .'>{...~\ A";C,I .~l ;...'1'f .' " .. "~.~~);. ,",". '. ','-..,;~. " .'..~'"'."...~..... .'t..'1: ...,/.. .,i...~ "..~..:...~-'.: 'f".f· .l'..; ...~....,;:, ......."""""'-_1 .,,'\;,' ';'4,., "'. ','''' f'~".. ',:"-:."_..,".. :..~~,~ '\ \ .I..'", ....fo..... 1\,;"-, ,t, \," "".~...;..,.~-\'"5 ~'\'.,\'\~~"J".,:,~~~-,.,.........J,.•,'......:.,.~. ~..,~ ." ...I,•.~,f ..'~~Jo....~.-..:..~'". ,. j IN THE COURT OF COMMON PLEAS OF WASHINGTON COUNTY.PENNA. ORPHANS'COURT DIVISION ) ) )No.1289 of 1969 ) ) ) ) HEARING 0N AUDIT·.. THE HONORABLE P.VINCENT MARINO.Judge of the said Court. GREENLEE.RICHMAN.DERRICO &}BOSA.ESC;S .• .LofWashington.Pa .•representing the Accountant. Tuesday.March 17.1970.at 10:00 o'clock A.M. EST. Greenlee,Richman.Derrico and Posa.Mr.Posa? deceased.The Executrix is Rose J;'aletta and the attorneys are in this estate.The only distributee is Rose Paletta,who is the Number 1289 of 1969.the estate of Tony Paletta. If the Court please,I have the'necessary papers widow of the decedent.and also the Executrix.She had advanced viffi THE COURT:I-0:oII.III0: I-a::~oU .I0( ~MR.POSA: ....o some money in order to preserve assets in kind.We are asking tha,L that be considered as a claim against the estate;although since she is the only beneficiary it makes no practical difference. THE COURT:Has she taken her widow's allowance? cd" MR.HOSN:NOLJEE ['HE OOURT: 2 Yes.We have a claim here for that also. Well if it comes out of the widow's allowance.then it will reduce your tax. MR.POSA:Well.the widow's allowance or family exemption 'iss J~",...~ claj;rn:e~d iasd a deduction for Irheritance Tax in total anyway. I THE COURT: ~z~MR.POSA: ..J>-01~:EIFI:E COURT:IIIII. I see. These other---: That would be a further claim? ie MR.POSA:These other expenses which she paid were claimEd l!lz~as deductions towards Inheritance Tax from the estate assets.That s ~ ~i?..:e only reason we have listed them so that we can get the deductior . The re is also a Federal Tax return filed and a closing letter.a c0I=Y of which is attached to the Pet ition.The entire balance is in kind. There is no cash.And it is allelected by Mrs.Paletta to be'taken in kind. Your Honor. MR.POSA: ui0:III~oII.~THE COURT:..0::JoU ..J0( Uii:II.o THE COURT: No outstanding claims? None other than Mrs.Palettaisvowh claim.yes, Is there anyone else in Court interested in this decedent's estate? (NO RESPONSE) /.1 THE COURT: Court. .........-- The audit of th is account is Qr~ered closed by the ( A UDIT CLOSED) .". " ....'.,.. " ~--~:.:it ~.., "--...' ..., " " '..,.1 " -I~' " 'c<fj:,""" . i , ~ " '.", ,....' ,t '. '.. •,.. ,, " ," '..' i. .' .-.; ,. I hereby certify that,the proceedings and~videnceare <70nta1n.-..-. ...,~';t:",," ~.n....t,~'........'"~;.t,.<,.~,••,..-:t ,.~. .....,..,.~...~~...•f,.:.'"t.t .._.'..... ,",,,_;:'"~~_,:t.~_'L _.._.,__,.~.~",, '••,__:::',,'·-t,_,."-"_..,......_. The foregoing ~c~~d of the proce~ings upon.t~e bearing.of t,b.,"''''-_"'J '......-,.....~...-,'."-', ._':,'...•i'_,"f"._•_-,.....,,;:,~_.,__.,"..'_,.~___,,:','.._J. above cause1s nerehy,approve(l"and directed to be fi~ed. "';\<:..•".'....w ¢~use,~aDd t~t this'copyj~a'co-rrecttranscrlpt,o{tb,e s~me:' c-•..~. . -4 • full"~Q.d accurateiy iq tllenotes ta~en by me on the'b,earing oftbe above . :.'",''.'f·'•-,~.-.'-_'."> .~ " . " .' -' ,j ',e '. ',\.. '..... '1 " ,~}'...' .'-. ,j'"" " '".,:;;...."'_.: ,. l "e' ", ,- 'Ii>,;.~,.lr ..."';"" ~', .' ,,..-.<:::t ::r-...~ ....0-..- \. .'•..., ,~'. '...~.. " '.1:~.~,' '--.; " .' '.' ,.,t'" :.I"": -~.. "''''.-11'''' ; ""t-,~'~'::,!i ":.t -i l f'··y"',' ..:-~"':;-..,i.':..I:;;, ',,.t ,J.. -; ,'., #,..;.;'.. '-..;::.i ", '- 'I,'" ,',/.,.. '".1 ,'~' .~.. ~--~'".....- '''~.....,. " J ~n tlTe QI:nurt nf QI:nmmnn 'lfUli nf Ihts4iugtnn Qtnumy, Jeuusylunnitt,®rp1JttUs'Qtnurt Biuisinn ESTATE OF Tony Paletta, deceased. No.63-69-1289 In the matter of the~__F_i_r_s_t_a_n_d_F_i_n_a_l_ Account of Rose Paletta Executrix ADJUDICATION AND DECREE And now April .z-..~19 70 ,this matter came on for hearing, audit and distribution at this session and testimony taken;and thereupon,upon due consideration thereofsthe?",lance for distribution in'the hands ~f the Ac.couhtant.is deter~i~ed to be- $1 ,9~ts.99 .and the account IS accordingly confirmed;and It IS ordered, adjudged and decreed that the said balance be paid out by the Accountant in accordance with the schedule of distribution hereto attached and ,made a part hereof,unless exceptions hereto be filed sec.reg.or an appeal be taken herefrom sec.leg. SCHEDULE OF DISTRIBUTION Balance per account _ Additional debit asked'at audit Additional cred.itasked at audit Balance '--_ $9•521.14 7 iJ/);~4-/7 ~ 0780.51 ~-- !$0,301.65~~1352.66 .; $18,948 .99 Deduct Clerk's Costs &Receiptsl..----,-,_ Attorney iGreenlee,)Ucbmeo,Derrico &Posa 24.00 $18,924.99 Contribution to maintain assets in kind; Rose Paletta,widow,residue,incluping Family Exemption,r~fmbursement for loan made the es to preserve assets and balance as legatee in- eluding'the "following assets,held in kind a distributed 8S SUCh,at the appraised value: Savings Certificate-Pittsburgh National Bank,Washington,Pa.'j $4,000~00 Savings Certificate~~ittsburghNational \ , Bank,Washington,Fa.5j OOO.OO Judgement-Tony Paletta vs.Alfred Osso and Elvera Osso,dated January 14,1959, filed at No.376 November Term,1958 , D.S.B.,Principal $2,600.00,int~rest6~:.'.;::2,600.00Judgement-Tony Paletta vs.Elvera 0$80' and Alf~ed'OsS(),dated December 2,~1959, filed at No •.215·November Term 1959,, \ D.S.B.,Principal $3,500.00,interest 6~3,500.00 Judgement-Tony Paletta vs.Tylerda1e Civic and.Athlet.ic Club,dated August 19,1957,.tiled at No.1+75 August term 1967,D.S.B.,Principal $5,000.00, interest 6%"~,oB8.99 24.00 $18,948.99 ).. .. •;<- 0 ~~ ..... ~ ::s Z ·n ......~ 0 :r i lit c:IIIa3 0 0 0 ~. ..........=tIII t ... t 0.......... == :r 10 III ~& ~~:i~ .'. " ., t t.~.' .' r \, I' -~((~•---,,,-" :¥,.''';r .1":' r Judgement-Tony Paletta vs.Leo Mosier and Mrs.Mary Mosier4dated April 17, 1963,filed at No.6 7 February Term, 1963,D.S.B.,Principal $200.00, intere!t 6%200.00 Note-John Hana to Tony Paletta,principal $1,500.00,interest 6%.1.010.00 l89b.8.99 No balance : . I ! I II I , jJ 0 ~~ -t\Z ~ ::s n -+p ~. 0 :rcIII "",,*t Cil'a ~ 3 0 0 0.....:I: .------ ~t .....III ~ .., 0 t f ..... -+:r =III N i ~tl) t:itl) tl) U'J Lti ? ,0 (/)<:t :z -'a...--J c'~3:0 c-<::Q...~-LL-t;~ CJ C>Z 0 ('",.1 .._J n::J-. i •1 <".,--UJ (-'_'...J L:.J (/)I--Z •c::(/)- ...,.~.!0....~n -:r: -a:::::J (~(/) r.::;)c:::uJ <: U-t-o::.~.......~ ~~~--,.....--------.-.-----~------------------------.....-... IN THE COURT OF COMMON PLEAS OF WASHINGTON COUNTY,PENNSYLVANIA ORPHANS'COURT DIVISION IN RE:ESTATE OF TONY PALETTA,DECEASED ELECTION TO TAKE DISTRIBUTION IN KIND I,ROSE PALETTA,the only legatee,devisee and benefi- ciary under the Will of Tony Paletta,deceased,dated April 29, 1954,do hereby elect to take the following described property in kind: 1.Savings Certificate -Pittsburgh National Bank,Washington,Pa.$4,000.00 2.Savings Certificate -Pittsburgh National Bank,Washington,Pa.5,000.00 3.Judgment -Tony Paletta vs.Alfred Osso and Elvera Osso,dated January 14,1959,filed at No.376 November Term,1958,D.S.B.,Principal $2,600.00,interest 6%2,600.00 4.Judgment -Tony Paletta vs.Elvera and Alfred Osso,dated December 2, 1959,filed at No.215 November Term,1959,D.S.B.,Principal $3,500.00,interest 6%3,500.00 5.Judgment -Tony Paletta vs.Tylerdale Civic and Athletic Club,dated August 19,1957,filed at No.475 August Term, 1967,D.S.B.,Principal $5,000.00, interest 6%2,638.99 6.Judgment -Tony Paletta vs.Leo Mosier and Mrs.Mary Mosier,dated April 17, 1963,filed at No.647 February Term, 1963,D.S.B.,Principal $200.00, 200.00interest6% 7.Note -John Hana to Tony Paletta, 'principa1 $1,500.00,interest 6% Total \. $1,010.00 $18,948.99 IN WITNESS WHEREOF,I hereunto set my hand and seal ,1969. Rose Paletta -2- r -.c- j ..-",(--..,.y t,:-;~j "Tr :,[j I \'.I f ~,;...,I ~..~i t;"I <,..!I ..-...:' r ~,~.:8 , I;.~f,y:'-,'~,(,~,\..,T ton ...n (j)<t:<0 ~...0-;;~M.J ~J:,~d;r:::<.('j...CL :J£fJ_:::~ 0 k:)0---LC r-~.. !!•f.("'~"'".W H..;'('~Lit ,1-Z.~ 0:::(J)(j)-~0-U)-::c: c::x::~:J <-,,'if.>.' ~......W <"...=Co""~--~!f ('-- 1:......r-~t '" :~() ~._------------rr------------------------... J IN THE COURT OF COMMON PLEAS OF WASHINGTON COUNTY ,PENNSYLVANIA ORPHANS'COURT DIVISION IN RE:ESTATE OF TONY PALETTA,DECEASED ) ) ) No •It,3 -to q - /~J?7 ELECTION TO TAKE UNDER THE TERMS OF THE WILL I,ROSE PALETTA,of the City of Washington,Washington County,Pennsylvania,the widow of Tony Paletta,deceased,do hereby elect to take under the terms of the Last Will and Testa- ment of Tony Paletta,deceased,dated April 29,1954. Rose Paletta " I •J .. ',..-.",:",•.t '....",I I ,.-~.'~ " " "~ '. •r •I,"r ,"'ff. •It......_•.:....I........-,,. '.t.'.', t.·..,,. ~~;;co.\•.'." f',.1 ~,0••_.,' " ../~r I ,'.4"! .... CJ ,--.I. ,[.1 :~I"t '( r • .).' r .',. .l..''j r._:.:.ri l'-.- I, IN THE COURT OF COMMON PLEAS OF WASHINGTON COUNTY,PENNSYLVANIA ORPHANS'COURT DIVISION / IN RE:ESTATE OF TONY PALETTA,DECEASED ) ) ) I,ROSE PALETTA,widow of Tony Paletta,with whom I was in family relationship at the time of his death,do hereby claim the family exemption in the amount of One Thousand and No/lOO ($1,000.00)Dollars in the Estate of Tony Paletta,deceased from personal property. Rose Paletta L.·,,,1'1'\-r ,."\1 ,T'., '- ,'n: ,,'r'J'" \ /.. .~.. ·'1-'"'I,_.)- - .(..'J (...;...~r ~..:,..i'..,,'.;"'(j:,.~._\....,;."-\.. ~"i,1 , )I ,, •.,..i.-o\.-...l' t ....' '/+-",~..t,,"'JfO j ••••,'o \~....•-\..;~..- "'I :: I .:I.: ~~~~:.t \ !i.n VI !"0. ".li P -~----~--------------------------------"""-------------""I .' Form RCC-33 RESIDENT DECEDENT ..&3-t.l-/2cfl dP--:!t,--~ COMMONWEALTH OF PENNSYlVAN IA DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS COUNTY OF adtUWASHINGTON j IMPORTANT:This return must be completed in detail and filed in duplicate,with will attached,with the Register of Wills of the County where decedent resided;Return is due within one year after date of death,unless an extension is granted by the SecretarY of Revenue.(Section 703 of ..__the_Jnl1eritlince__lin!l..E.~t8.te l'a.x A.ct of IIHi1.) ----+~~:pi~;;~-;~!~:;~~------}::::;~~ Late of Wi\.S,HINGTON...,County JiWltII"08'KUI?IlIXQI, :.:o:-;~:~:;:~:::-:::=-_=}," .ROSE PALETTA Executrix,",,."..,,..",,'-...,,,"..,,,, ," ~of the estate of the above-named decedent being duly sworn,depose S and say S ..,.....~ ...........,19....Q.Q.......,{testate 'leaving a .ast will,copy of which is hereto attached.,} (llay)(Y(-Qr)~ Ma 24Decedent'died Y.." , (Month) o t h~:aam:t:::i :::r:::r::e:ttta o :;::::}.....GR$E:NLE:E:,RICHMAN,P.ERRIG.Q..,~....;r.Qs.i\,~Zs.W?§b.Jngt9.n whom all correspondence should be Trust Bq:i.14iIlg,",WCl~h:i.llgt:Qg,r~OO§yly(;lIl:i.ClJ,5.~Ql .. mailed. That as such §.~~£H:~.;tJ.?f:deponent is familiar with the affairs of said estate and the property con- (1·:x",,"tor·Admini.~rator) stituting 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:- RELATIONSHIP OF JOINT HOLDERS TO_DEC~DENT n That the contents of Iilaid saf'e deposit box or boxes are itemized under SchedulesB-l,/of this return~with the exception oft,he following~for the reasons hereinafter set forth: That Schedule.A attfl.ched hereto and made part hereof sets forth fullv and in"detail'all the 'real property in the Commonwea'l,·th of Pennsylvf\.l1ia of which decedent died haVing an interest therein.It also sets f'orth 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 B attached hereto and llIade 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,standing to decedent's.credit .in banks\1'-1.#_ of deposit,savings banks,trust companies,or other insti tutions,whether indiVidually'"or in t{ust for ....',#""\•-.'••••.......any other person or persons giving also separately the accrued interest thereon,if\'an,y".-down to.the 'last..:t"'.__."....'....__•r-"-interest day prior to decedent'!>death in the case of'savings banks,and to the <tate'.of'.!!ecedent's'death .-,'_'\',I...in all other cases;all bonds,'postal savings~treasury certif'icates or notes and'":!Jthe,r.evidence of'in- debtedness of the United States to the decedent;all obligations,whether by siat..ute o~agreement they are designated as tax free,of the Unite~States,or any state,or,political subd.r-vision thereof,.or of any foreign country,which are owned at the time of death;all wearing apparel,je~el~y,silverware,pic- tures,books,works of art,household furniture,horses,carriages,automobiles,b~·8.t~;and any and all othe'rpersonal chattels of whatsoever kind or nature,left by decedent,together with the f'airly estimated market value thereof';all bonds and mortgages 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 f'or 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 ito the estate from life insurance polici'es carried by decedent;all annuity and endowment contracts the proceeds of which were payable 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 setting forth the character of the business,its location,and such other facts pertaining to the business as maybe 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 with the fair market value thereof,any other property 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,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 transferee 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 co~y of the deed,trust agreement or other instrument creating the trust.Therl~is also set forth in said schedule a list of all property,real and personal,with its value,which passes 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 individually or jointly,by the .will,deed,or other instrument of another, with a copy of the instrument creating such power attached to the schedule. That Schedule 0 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 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,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 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. MYRA :1.HARSH S b "bed d om to b for m-lII.~Public,Washington,Washington Co.II ~an _.sw e e e""LlIm .....:.....:.....................~ ...[2..:;.....·d~Y of~...~~:::'~~&.9::M.,,'12.1973iJ~.i?d&....__ ......................................-....or ~,.....................................~g~=D~.~.~~_.."~.. Notar -bli .,.washington,washington Co.,Pa.(Street Number) My CommiSsion~.~xpires:YJ:it;wJ!J/~,(&3 .W~·~·~·{ci~y~·~..i~~:·~~y.};Zj-!~......~·?·~.9..!.·.... NOTE:Before 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 certain that column #1 in the "Summary"has been properly completed as above-directed. RCC-34 (1-611)_ COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS· TRANSFER INHERITANCE TAX RESIDENT DECEDENT SCHEDULE "A" REAL PROPERTY .- Real property in Pennsylvania,with statement of mortgage encumbrances upon each parcel at death of dece- dent.Where property held as joint tenant or tenancy by entireties,report on Schedule "E".Property held by the decedent as tenant in common with another or others,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 Commonwealth of Pennsylvania should be (1 )(2)(3) described by lot and block number,street and street number,together with 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 CAUTIONcres;also statement of mortgage encumbrances upon each parcel at death DECEDENT'S MARKET VALUE (Do not writeofdecedent.Taxes,assessments,accrued Interest on mortgages,etc.,are DEATH In this space)to be listed on Schedule "F"and must not be deducted from this schedule. NONE Insert this total opposite "real property",Schedule "A"in the X X X X X "As Reported"column on the last page of this return. NONE RCC-:-35 ,," COMMONWEALTH OF PENNSYLVANIA 'T,RANSFER INHERITANCE TAX.. RESIDENT DECEDENT SCHEDULE "n" 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".Inta~gible 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 MARKEr VALUE (Do not write in this space) 1.Savings Certificate -Pittsburgh National Bank,Washington,Pa.4,000.00 2.Savings Certificate -Pittsburgh National Bank,Washington,Pa.5,000.00 3. 4. 5. 6. Judgment -Tony Paletta vs.Alfred Osso and Elvera Osso,dated January 14,1959, filed at No.376 November Term,1958, D.S.B.,Principal $2,600.00,interest 6% Judgment -Tony Paletta vs.Elvera Osso and Alfred Osso,dated December 2,1959, filed at No. 215 November Term,1959, D.S.B.,Principal $3,500.00,interest 6% Judgment -Tony Paletta vs.Tylerdale Civic and Athletic Club,dated August 19,1957,filed at No.475 August Term, 1967,D.S.B.,Principal $5,000.00, interest 6% Judgment -Tony Paletta vs.Leo Mosier and Mrs.Mary Mosier,dated April 17, 1963,filed at No.647 February Term, 1963,D.S.B.,principal $200.00, interest 6% 2,600.00 3,500.00 2,638.99 200.00 7.Note -John Hana to Tony Paletta, principal $1;500.00,interest 6% Insert this total opposite "Personal Property",Schedule "B"in the "As Reported"column on the last page of this return. x X 18,948.99 RCC-.3b ,rOmlO~'\T<:\LTH OF PENNSYLVANI tI. nUXSFER INHElUTANCE TAX: RESIDEXT DECEDENT SCHEDULE "c" TR.ANSFERS (1)Dirl rlecedent,within two years of death,make any transeer 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 (inclurling a spouse)in joint ownership?(Answer yes or no)-=n,,-,o~__ (3)If the answer to (1)or (2)above is in the affirmative state: (a)Age of decedent at time of transfer __~7~3~__ (b)State of decedent's health at time of making the transfer.(Note 1).Good (c)Cause of decedent's death.(Note 1)Carcinoma of Pancreas with Metastic of Lung. (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)no (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)_ (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)no (b)The right to designate the persons who shall possess or enjoy the property transferred or income therefrom?(Answer yes or no)DO (6)If the answer to (5)(b)above is in the af'f'irmative,state whether the right was reserved in decedent alone or others _ (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)no (8)Did decedent,at any time,transfer property,the beneficial enjoyment of which was subject to change, because of a reserverl power to alter,amend,or revoke,or which cOllld revert to decedent under terms of transfer or by operation of ,law?(Answer yes orno)_~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)_ NOTE 1:The answers to these questions should be supporterl 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 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. 1.BILL OF SALE transferring fixtures and inventory of grocery store from decedent to two sons,Frank L.Paletta and John R. Paletta,dated January 1,1965. ITEM DESCRIPTION Value of Fixtures Value of Inventory (Per 1965 Federal Income $3,969.42 12,440.10 Tax Return) MARKET VALUE (Estimated) 16,410.00 DEPT.VALUATION (Dept.Only) ~I 2. 3. DEED from decedent and wife of real estate titled in decedent's name only, to Frank Paletta and Elizabeth,his wife;and John Paletta and 'Loretta S., his wife;dated March 5,1966,recorded in Deed Book 1231,page 29,and being NW part of Lot 103,Hess Plan,7th Ward, Washington.(Note remaining property in deed was not in decedent's name.) DB~IJJ I P~C/ ,80 shares,Allegheny Power System Inc. i common stock,Certificate No.A066725,II transferred to Rose Paletta on April I 19,1966,unit value 24.625 II I 9,505 .00 ~JrJl',/\IJ'''- 1,970.00 Insert this total opposite "Transfers",Schedule "C"in the "As Reporterl"column on the last page of this return. 27,885.00 ReG-S8 COMMONWEALTH OF PENNSYLVANIA rHi\NSFEH INHERITANCE TAX RESIDENT DECEDENT SCHEDULE "E" JOINTLY OWNED PROPERTY INSTRrCTIOKS:This schedule must disclose all property,real and personal,owned by the decedent jointly wi th 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 lmder 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-~wners to the decedent. Description of Property,Date of Acquisiti~n,Name!unit percentage Estate Address and Relationship of Co-Owners,and Place i Value Share Valuation of Record of Instrument,where Real Estate.I DEPARTMENT VALUATION CAUTION-Do not Write In This Space. Value of Value of Entire Decedent's A.REAL ESTATE: 1.Two-story frame dwelling, garage and lot of ground 43.2 x 150.11 x 49.15 x 150,being Lot No.88,~rk Place Plan,at 785 Donnan Avenue,in the 7th Ward of the City of Washington, Washington County,Pennsylvania, Deed Book 909,page 432,with Rose Paletta as tenants by the entireties,valued at-$15,000.00. c:/'<?Ljl/6, 2.Two-story brick dwelling, garage and lot,being the western one-half of Lot No.8,Hess Plan, in the Seventh Ward,Washington, Washington-County,Pennsylvania, Deed Book 751,page 445,with Rose Paletta as tenants by the en~ireti ,ent $65.00 per 1ected in full at date of eath,valued at $9,200.00. M?1 oJ J'3 /)j- B.MORTGAGES &BONDS: 3.Wayne S.Ward and Bertha Ward to Tony Paletta and Rose Paletta, his wife,a 'enants b the entire·,dated February 12, 19 'ecorded in Mortgage Book 5 ,page 169,Washington County, Pennsylvania,principal $2,100.00, interest 6%,valued at $515.97. 4.Robert A.Magnone and Mary Ann Q.Magnone to Tony Paletta and Rose Paletta,his wife,as tenants b the entire·ated February 4,1959,aed in Mortgage Book 544,age 315, Washington County,Pennsylvania, principal $8,000.00,interest 6%, valued at $7,150.00. continued ... Property Interest Insert this total opposite "Jointly Owned Property",Schedule"E" in the "As Reported"column on the last page of this return. RCC-38 SCHEDULE liE" JOINTLY OWNED PROPERTY (continued) B.MORTGAGES &BONDS (continued): 5.Donald S.Kuzy and Marianne Kuzy to Tony Paletta and Rose Paletta, his wife,as tenants b the entire~ies". dated October 22,1959,recorded in Mortgage Book 559,page 93,Washi on County,Pennsylvania,principal $11,000.00,interest 6%,valued at $9,274.64. 6.Neil J.Magnone and Helen A.Magnone to Tony Paletta and Rose paletta,his wife,as tenants b the entireties dated September 2,1960,record~ Mortgage Book 574,page 549,W County,Pennsylvania,principal $11,000.00,interest 6%,valued at $5,247.63. 7.Lewis Q.Ashmore and Mary Jane Ashmore to Tony Paletta and Rose ~ Paletta,his wife,as tenants by ~h~ entireties,dated September 2,196~ recorded in Mortgage Book 574,pa 600,Washington County,Pennsylvania, principal $7,000.00,interest 6%, valued at $4,124.43. 8.Ty1erda1e Civic and Athletic Club to Tony Paletta and Rose paletta,h· wife,as tenants b the entireties dated June 27,1962,recorded in gage Book 608,page 296,Washington County,Pennsylvania,principal $7,000.00,interest 6%,~a1ued at $2,638.99. 9.Roy L.Ferguson and Rose M.Ferguson to Tony Paletta and Rose Paletta,hi wife,as tenants b the entireties ' dated July 5,1962,recorded in tgage Book 608,Page 531,Washington County, Pennsylvania,principal $12,000.00, interest 6%,valued at $11,044.37. 10.Albert N.Cooper and Ruth V.Cooper to Tony Paletta and Rose Paletta,~.i wife,as tenants b the entireties L' dated January 14,1954,recorded ' Mortgage Book 638,page 402,Washington County,Pennsylvania,principal $8,500.00, interest 6%,valued at $8,078.26. continued • • • ..i RCC-38 SCHEDULE liE" JOINTLY OWNED PROPERTY (continued) c.JOINT SAVINGS ACCOUNT: 11.First Federal Savings &Loan Association of Washington,Penn-. sylvania,Account No.S-3648,Wi~h,, Rose Paletta,his wife,as tenant " by the entireties,valued at $29,0.33. D.JUDGMENT: 12.Tony Paletta and Rose Paletta, his wife,vs.Robert A.Magnone and Mary Ann Magnone,dated September 19,1963,filed at No.177 September Term,1963,D.S.B.,principal $2,800.00, interest 6%,e1d as tenants b the entireties a1ued at a1,556.32. ;/ E.SAVINGS 13.United States Series liE"Savings Bond,dated September 4,1958,in the joint names of Ton~Paletta or Rose Paletta,his w·,as tenants b the entiretie in the face amount of $500.00,d eptember 4,1968, valued at $4 .20. TOTAL TENANCY BY THE ENTIRETIES $103,370.14 r~•'1 RCC'-37 (12-63) COMMONWEALTH OF PENNSYYLANIA 'TRANSFER INHERITANCE TAX RESIDENT DECEDENT SCHEDULE "D" BENEFICIARIES ( h BENEFICIARIES AND ADDRESSES RELATIONSHIP SURVIVED(If step-children or DATE INTEREST OFStatefullnamesandaddressesQfallwhoillegitimatechildrenDECEDENTOFBENEFICIARY ave an interest,vested,contingent or other are involved,set STATE YES IN ESTATE wise,in estate)forth this fact.)OR NO BIRTH .io Estate (ExceptRosePaletta,"Wife yes'Entire 785 Donnan Avenue Items 1 and 2 of Washington,Pennsylvania Schedule C) Frank L.Paletta Son ves 1/2 of Item C-l and 2687 Jefferson Avenue tenant by the entire- washington,Pennsylvania ties in 1/2 of C-2 Elizabeth Paletta Daughter-in-yes Tenant by the entire- 2687 Jefferson Avenue Law ties in 1/2 of C-2 Washington~Pennsylvania John R.Paletta Son yes 1/2 of Item C-1 and 22 Crescent Drive tenant by the entire Wsshington,Pennsylvania ties in 1/2 of C-2 Loretta s.Paletta Daughter-in-yes Tenant by the entire 22 Crescent Drive Law ties in 1/2 of C-2 Washington.PennsYlvania . Deponent further says that all the above-named beneficiaries are living at this time except below: NAME DATE OF DEATH RESIDENCE Will Administration t No . IN THE Year . ~IATTER OF THE APPRAISEMENT OF THE ESTATE OF TONY PALETTA Deceased Late of G~t.Y():f:..W~131l:i:.Ilg~c:>IJ .. County of Wlle;J:1i,t:lgt:9Il,. Commonwealth of Pennsylvania REPORT AND APPRAISAL GREENLEE,RICHMAN,DERRICO &POSA ATTORNEYS AT LAW WASHINGTON TRUST BUILDING WASHINGTON,PENNA. ~~~ .~ ~.".~.~ .~.~ ~~~~~~• ~."<). :~~..'.~. .~.~ .~ >'"t:l~~ ~l'O.,~2.::I~c.. .. RCC-81 (2-64) COMMONWEALTH OF PENNSYLVANIA. DEPARTMENT OF REVENUE "BUREAU OF COUNTY COLLECTIONS INHERITANCE TAX DIVISION NOTICE OF FILING OF APPRAISEMENT ROSE PALETTA ~Administrator)' IN YOUR REPLY PLEA8E RE"KR TO 36-247-1 In Re:Estate of ..:T:.::O~NY:::.._P:..:A~LE=.::T:.;T:.:.:A:..-_ ______W.:..:.;A:.::S:.:.H:..:I::.:NG:::..:..TO::..:N~County - FHe No.93 51-173 De ar MRs.Paletta: You are hereby notified that the original appraisement in the estate of Tony Paletta' has been filed in the office of the Register of Wills Qf Washington County on January ?7 ,19.1Q.Said appraisement reflects the following valuations: Real Estate _---'-_ Personal Property ~1~8~.~9~4~8~.L994__ Transfers 2!=.7~,8~8:=:.5~.O~O~_ Total ....,..-.:I:4~6,1.;,8:::..3""'3~•..t.9L9 _ 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 annum is charged. Any party in interest who is aggrieved by an appraisement may appeal therefrom as provided by law. Dat e J::.;a=n:.:.u=ar::::::"'YL-..,;;2::.;7L..;'L.-.::l::...9:...17...:0~---Signed(}J/l ~9a'M"rc Title W.R.CHANEY,CHI',.APPRAISER <! Date of death;May 24,1966 Note:This is not a bill. I.·.f> COMMONWEALTH OF PENNSYLVANIA TRANSFER INHERITANCE TAX RESIDENT DECEDENT SUMMARY Estate of PALETTA,TONY (Last Name)(First Name) DATE OF DEATH_5_-2_4_-_66__FILE NO.9351-173 (Initial) REPORT OF INHERITANCE TAX APPRAISER I,the undersigned duly appointed Inheritance Tax Appraiser in and for the County of Washington Pennsylvania,do respectfully report that I have appraised the real and personal property as reported in the foregoing return at the values set forth opposite each item in the last column to the right in Schedules "A","B","C",and "E". Dated:__0=-=1=--..:..::2-,--7-_7~0=---_ 05-24-66 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 "F",which greater or lesser amount represents the sum allowed as a deduction. Dated:_ REGISTER OF WILLS VALUE AS REAPPRAISED $-------+-- 46,833 994683399 VALUE AS REPORTED VALUE AS APPRAISED $$18 94 99 ----=~~--k 27 885 00 INVENTORY Real Property (Schedule A) Personal Property (Schedule B) Transfers (Schedule C) Joint-Held Property (Schedule E) TOTAL GROSS ASSETS Less Debts and Deductions (SCHEDULE F) CLEAR VALUE OF ESTATE Valuation of life estates or FOR USE OF REGISTER ONLY Tax on $--+__/1%\ Tax on $'i% Tax on $5% Tax on $10% fix 00 $1ft Exemptions * Total Estate -4-__ TOTAL TAX COMPUTATION OF TAX $--------1--- $---~-----+--­ $---------4-- $-------+-- $-------+-- $---L__ (*)As evidenced by Charitable Exemption Certificates issued by the Secretary of Revenue. Less tax previously paid BALANCE Less 5%of tax if paid within 3 months after death :::::::::::t=== BALANCE OF INHERITANCE TAX DUE $t= Add interest at rate of 6%from - _____to $---------1 AMOUNT OF ESTATE TAX ASSESSED $-------11- Estate tax paid $---Il- BALANCE DUE $~~ Add interest at rate of 6%from ------'(to-----$--------It=TOTAL TAX BALANCE $---------I. PAID $--1 FOR USE OF REGISTER ONLY ADJUSTMENTS NOTE:Where subsequent adjustments are made to the above computation of tax by the Register of Wills,for proper reason, same Should be noted below,with short explanation. Will {N Administration ~o. IN THE Year . MATTER OF THE APPRAISEMENT OF THE ESTATE OF TONY PALETTA Deceased Late of . County of WASHINGTON WASHINGTON Commonwealth of Pennsylvania REPORT AND APPRAISAL .. .. Fonn RCC-2 •COMMONWEALTH OF PENNSYLVANIA DATE ........................~.~~.lJ.:~~FY.....?:.??......~.n9......• .;j DEPARTMENT OF REVENUE '. RESIDENT INHERITANCE TAX COUNTY .......................~~.:?.t:!~.!.¥J.~.~~.........................BUREAU OF COUNTY COLLECTIONS,, ~ HARRISBURG.PENNA.17127 APPRAISEMENT FILE NO..........................???~=.~?.?..............._....................... Whereas..............J'.9ny....p.§.l.~.t.t..§.............................................................................................late of ......................................~a.:~.h.~~.~.~...................................... in the County of ....................................Wa§.hingt.Qu.................................................................Commonwealth of Pennsylvania.having died on the ..............................~.~....~.~................................................day of ............................~~,;r.........................................66 seized and possessed of an estate19............. subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania; Therefore.I,...........................W.~R.~.....9.h.~.~Y......................................................................,an appraiser duly appointed according to law. haYing 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 appraise and assess transfer inheritance taxes at the lawful collateral rate on any such future interest. Unit AppraisementDescriptionofAssetValuesMadeforInheritance Tax Purpoaes $ PERSONALTY : See copy of Schedule liB"attached.18,948 99 .. TRANSFERS : See copy of Schedule "G"attached.27,885 00 Total 46,833 99 . form~V~~h~:~:1:h~worJlad'1d~1~~:~~:re~~~~i~;t~~a~?e":ti:::i:*~ AppraIser......·..............·....1..·....·'..............................................................,............,.........,................................. (umber and Street);t.Jr.~,,',,~.......................................................................,.............,Penna.(Post Oflleel --------------~---------------~~~~~~-~~~~~~~~~~~~~~-----------------------------------------------------~~~~--~~~~~------------- ......H.W.A$I{I~GTQN ..County 1'....f ~,.,'"l"===============r''''==~1 !.,u't!•L.L....7 RESIDENT INHERITANCE TAX APPRAISEMENT l'"'II U'if'j ~.,J v 1\1'It :..<:f:"j-:is~!56 Estate of ~~o Late of fWSSELLALETTA.......1">A.-":p[~'....TONYP ·····R-EGlS I t.l'\'Vii f,f ~.f.,;:':................Deceased,:.,~('r .•l.UI'"'T(l~.r f l '{}.1)'A \iHv;'lt."vl ....Ic~V ...•f • \,lASHINGTON Date of Death,.Jia.:y..?4.?~<;1.?6 . $~'!5f~J~_.t J6 . Page,?.47.~.:)"No 93..5:1,.::::+.73 . Filed in Register's OfJice,...~.C3:r:.':la.:.~y.....?7..J9?~.. Amount of tax due $,. DEPARTMENT OF REVENUE Received, Examined and Approved,. Wrote abo.ut Appra-isement,. Appeal f,.om Appraisement,. Entered and charged,. #- ./j'