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Home My WebLink AboutOC1969-1362 - ESTATE OF OLIVIERO•. RCC•81 (6·73) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS HARRISBURG . 17127 NOTICE OF FILING OF APPRAISEMENT TIIDA OLIVIERO (Executor or Administrator) IN YOUR REPLY PLEASE REFER TO Inheritance Tax Division GUERINO OLIVIERO In Re: Estate of ----------------------.-- ___ WAS_HIN_G_T_O_N __ County_ File No. 63-69-1362 Dear Mrs. 01iviero: You are hereby notified that the. . . original appraisement in the estate of GuerJ.no 01J.VJ.ero . has been filed in the office of the Register of Wi lis of Washington County on November 12, , 19__1!5, Said appraisement reflects the following valuations: Real Estate _____________ _ Persona I Property_--~;6~,~o~~.~o~~..~o .. o~.~~o.J.-------Transfers ______________ _ Jointly Owned ---..---:::-::-::-----=-=--------Total ______ 6-',,_o_o_o_.o_o _____ _ As to such tax that is paid within three months from date of death, a five (5%) percent discount is allowable. As to any tax that remains unpaid after nine (9) months (fifteen months when death occurred from December 22, 1965 to June 16, 1971, inclusive; and twelve months when death occurred prior to December 22, 1965) from date of death, interest at the rate of six (6%) percent per annum is charged. Any party in interest who is aggrieved by this notice may object thereto within sixty days after receipt of said notice as provided by Section 1001 of the Inheritance and Estate Tax ~t of 19~1, 7~. S. 2485-100.1, P. L. 3~3. . ) (} Date f/ / ~ 1 j S1gned ....:.v1i~~'-==-=~!!io=ss.._~~-==:::___ __ _ Title C!~ ~AA.b/]/; DATE OF DEATH: D:EXJEMBER 1, 1969 ESTATE ~SOLVENT Note: This is not a bi II. j ROC-'39 (5-68) COMMONWEALTH OF PENNSYLVANIA TRANSFER INHERITANCE TAX RESIDENT DECEDENT SUMMARY Estate of __ O_LI_VI_ER_O_,_G_UER __ I_No __________ DATE OF DEATH_....::1:.::::2-=-1=--....::6:..::.9_FILE NO. 63-69-1362 (Last Name) (First Name) (Initial) REPORT OF INHERITANCE TAX APPRAISER WASHINGTON I, the undersigned duly appointed Inheritance Tax Appraiser in and for the County of ____________ _ Pennsylvania, do respectfully report that I have appraised the real and personal property as reported in the foregoing return at the values set forth opposite each i tern in the last column to the right in Schedules "A", "B", "C", and "E". Dated: L/-1;;1· 7~ ~L 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 annuities .................. . ESTATE·TAX ASSESSMENTS FOR USE OF REGISTER ONLY Tax on·$------------+-- Taxon$-------------+-- Taxon$-----------+--Taxon$ _____________ -+-- Taxon$ __________ ~-- Exemptions========t=== Total Estate ____________ ___..JI---- TOTAL TAX Less tax previously paid BALANCE Less 5% of tax if paid within 3 months after death INHERITANCE TAX APPRAISER REPORT OF THE REGISTER OF WILLS WASHINGTON VALUE AS REPORTED VALUE AS APPRAISED VALUE AS REAPPRAISED $ $ ______ -+-- 6 0 00 $ li!Q $--------4---- $--------~---- COMPUTATION OF TAX ~ 5% 10% 15% • $ $ $ $ $ $ $ $ $ L. I . (*) As evidenced by Charitable Exemption Certificates issued by the Secretary of Revenue. BALANCE OF INHERITANCE TAX DUE Add interest at rate of 6% from _________ to ________ _ AMOUNT OF ESTATE TAX ASSESSED $--~-----+-- Estate tax paid $ _________ __..._ __ _ BALANCE DUE Add interest at rate of 6% from ----------~·0--------- $---------~---- $-----------4---- TOTAL TAX BALANCE $ -----+-- PAID $ ----------.....l.---- 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. J Will Administration ! No .......... . IN THE Year ........... . MATTER OF THE APPRAISEMENT OF THE ESTATE OF GUERINO OLIVIERO ............. . ........ . Deceased Late of . . . . . . . . DONORA County of WASHINGTON Commonwealth of Pennsylvania REPORT AND APPRAISAL I . ---R c c-2 (2-64) November 12, 1975 COMMONWEALTH OF PENNSYLVANIA DATE DEPt.lRTM'ENT OF REVENUE RESIDENT INHERITANCE TAX COU:NTY WASHINGTON BUREAU-OF COUNTY COLLE-CTION$" •HARRISBURG, PENNA, 17127 APPRAISEMENT FILE NO. 6:2-65!-1:262 Whereas, GUERINO OLIVIERO late of DONORA in the County of Commonwealth of Pennsylvania, having died on the 1st day of December 19~ seized and possessed of an estate subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania; Therefore, I, FRANCES LEO 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 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 Purpoaes $ PERSONAL: See copy of appraisement 6.000 00 ESTATE INSOLVENT Having been duly sworn according .to law, I do hereby certify that the abo e appraisement is made in con- formity with law on this I d -f:L day of 19-.2£ WASHINGTON County RESIDENT INHERITANCE TAX APPRAISEMENT Estate of GUERINO OLIVIERO Deceased. Late of DONORA Date of Death, DECEMBER J.r,, 19.69: -__..;::...:.___ Appraisemef!t Docket Vol., 3 Y Page, 3 ~ --t./ No. 6;:3-69 1 362 Filed in Register's Office, Nov. l2, 19 75 Amount of tax due, $---------- DEPARTMENT OF REVENUE Received, Examined and Approved, ---------- Wrote abo.ut Appraisement, Appeal f1'om Appraisement, -------- Entered and charged,----------- (•. ( :~ I,. L3 -t J-J 3 22 J T, GU'..t<.."'RINO OLIVIERI of 214 Walnut Street, Donora, Washington C.ounty, Pennsylvania, being of smmd disposing mind, . memory and understanding, do hereby make, publish and declare this to be my last willl and testament, thereby revoking and making null I I and void any and all wills and testaments, or writings in the ' · nature thereof, by me at any time heretofore made o FIRSTo I direct that all my just debts and funeral 1 expenses be fully paid and satisfied as soon as conveniently may ' . , be after my decease~ SECOND$ I give, bequeath and devise all of my estate to my wife, Ti1da Olivieri. THIRD. I hereby make, canst itute and appoint rr ilda ·Olivieri, of Donora, Washington County, Pennsylvania, to be the · executrix of this my last Will and Testament. IN WITNESS VvnEREO~', I have herenmto set my hand und seal this 12th day of May, Signed, sealed, published and declared by the said Guerino Olivieri 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 other>, have subscribed our> names, as witnesses hereto·. l· · -·-~3-(r;r-,s to -v--J i\ffiiluutt ®f £xerutnr ®r i\bministrutnr @ltatr nf Jrtttt5!Jlnauia. ~ 55: Q!nuuty of l!la511tttgtnu \ P 11 b f b d · d h · notary P,Ublic · d f 'd ersona y e ore me, t .e un ers1gne aut or1ty, a. ............................................................................... man or sru County and State, appeared ....... .1'.!.!.9.:?. .... 9.1~.Y..~.~.E.~ ............................................................................... who, being duly sworn according to law, deposes and says that s he is the executor or "fl.a:ffli:ntstrew of the estate of ....... G:U~.r..i.JlQ .... QliY..i.g.r.J ............................................................... deceased, that the foregoing schedules constitute a complete inventory and appraisement of the real and personal estate of.. .. g,Y..~.r.~.TI.Q ..... Q.!.~Y.~.~E.! ................. , deceased, except real estate outside the Commonwealth of Pennsylvania; that the figures opposite each item of real and personal estate in the foregoing schedules are determined and stated by the undersigned to be the fair value of said items as of the date of the decedent's death, based upon a just appraisement of each item made by the above named Executor Administrator. . ·11} Sworn and subscribed before me this .... J...:.............. r::._ ~ -cf) # · · / ,, day of,.~f:.f!::: .............. ,l9.Z~..... . ~ ~ ~CL.~ ....... E·~;; .......... . · RY.Q~~..... ... ~. . ... ~ .. Lo. Donora, s ·., Pa, -~ My Commiu!aft Expires July J7, t9711 ADDITI9N1\L INSTRUCTIONS i. An inventory must be filedwithin 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 3Jnntntnry attb 1\pprai.stmtnt of the goods and chattels, rights and credits which were of .......... (!.J.J.~.r.Jn9. ..... Q1.~Y..~.§!.!.~ .................................. Jate of ........ P..Q.TI.Q.E.~ .................................................................... ~: .. Washington County, Pa., taken and made in conformity with the above affidavit. DOLLARS CENTS REAL ESTATE None PERSONAL PROPERTY Restaurant -Restaurant liquor license 6,000 00 / i Inventory and Appraise~;n4 L E Dr' IN THE ESTATE Of15 OCT \0 I Pt1 \ 3 5 .......... .9.J!.~.~!.!i9. ... .9..~.!.Y..!.~.J&! ................... B'¥+-'~·"l· t--: 1 ; M ,\ rJ N 0 (\U"-Jv ~··· .. REGIS11 ·;t ,OF WILLS Filed .................................................................. , 'tl9\.~ .. f1.~Nt-~ (·~ CO .• PA. I, ~2 ·~~-~--~,_,_......, Form No. RCC-62 (6-70) THIS FORM REQUIRED IN ALL ESTATES WITH .GROSS ASSETS UNDER S10,00o, UNDER SECTION 701 OF ACT OF JUNE Ul, 1961, j ZF'I"EC"riVE .JANUARY 1, 1982. (FILE IN DUPUCATE WITH COPY OF WILL ATTACHED) (oj-IJ~-J3iD J-OFFICE OF' THE REGISTER OF WILLS County of .. \Y?.s.l)~ngt9.11 ........... . . . . . . . r~.~<;l? .. <?~.~~~~.~~ ...... · ................... of .. 6.~ ? .. ~<::~.r:~? .. P:-Y~. •. L P<?P..~:t;?,,, )>A ......... . ( N oune) ( Addrel!ll) being duly -----------~~-<?..~fl:. ________________ according to law, deposes and says that he is the ______ :J;;~_E?_~g_!;~J~--------------------------------<Exec., Adm., Lesa~. Ere.) of the estate of ___ _(,!yg_t:;i,.gQ ___ Q):j.J[_t_~fJ __________________ whose last residence was ---~ff;~----.W9lm.J..t ... S.<%,~~~-1; ________________ __ ______________ 1?..<?.~~~-~-----------------------deceased, and that the whole of the estate of said decedent, who died --~~-~-: .... 0~-~)---~2.?.~-<Cirv. Borough or Township) ( are consisted of: REAL PROPERTY REAL PROPERTY IN PENNSYLVANIA, WITH STATEMENT OF MORTGAGE ENCUMBRANCES UPON EACH PARCEL AT DEATH OF DECEDENT, WHERE PROPERTY HELD AS JOINT TENANT OR TENANCY BY ENTIRETIES, GIVE NAMES, ADDRESSES AND RELATIONSHIP OF OTHER OWNERS. Real Estate NONE Personal Property Restaurant -Restaurant li uor license Estimated Value NOTE: You may expedite the processing of this return by filing with it, and as a part of the return, letters from financial institutions or mortgage holders, certifying to amounts on deposit or owed by the decedent as of the date of death. Such letters must be signed by a responsible officer of the financial institution or mortgage holder and indicate clearly amounts of principal and interest in the decedent's account at the date of death and the type of account, account number and the exact name or names in which the account is registered, ' ~-·~~.---~~----...... ......... -------------------------------Jointly Held Property Estimated Value ----------------------------------------------------------------------------------------~--~~.~---- NONE Transfers within TWO YEARS Prior to Death NONE That at the time of death there was no safe deposit box registered ih decedent's individual name, or jointly with, or as agent or deputy of another, or in decedent's individual name, with right of access by another as agent or deputy, with the ex~epticm of the following:- ==========================r======--cc===-===--,-,=-=.co_ ___ ,_ I =.====-=--=-- NAME AND ADDRESS OF BANK OR OTHER INSTITUTION THIS SAFE DF.POSIT BOX RF.NTF.D 1 RELATIONSHIP OF JOINT IN WHICH DECEDENT RENTED A SAFE DEPOSIT BOX IN NAMF: OR NAMES OF I HOLDERS TO DECEDENT -=N~O~N~E __________________ ~---------------------~---------- -------------------------------------------------~------------------------------1~------------------ BENEFICIARIES RELATIONSHIP SVRVIVED AGE OF LIFE BENEFICIARIES AND ADDRESSES ( tf step-children or DECEDENT TENANTS OR INTEREST OF (State full names of all and their addresses who have illegitimate children STATE YES ANNUITANTS BENEFICIARY an interest, vested, contingent or otherwise, in estate.) are involved, set OR NO AT DEATH OF IN ESTATE forth this fact.) DECEDENT Tilda Olivieri wife I yes entire I I l I I i I I I I I I I I I ---1--------·--- I I I I -~ ----------------·--------~---------------------_,..,......,.. _______ ..., RESIDENT DECEDENT DEBTS AND DEDUCTIONS CLAIMED "" _...,. -. NOT~:.:· List first five items in the spaces so provided observe notations thereon and instructions ' ' .. DEBT OR CLAIM NATURE OF SAME AMOUNT THIS COLUMN :t<EGISTER ONLY Funeral expenses paid $ $ I Family exemption (will not be allowed unless decedent died residing with a spouse or children.) I Administration Expenses • Counsel fees • I Fiduciary commission • I OTHER DEBTS AND CLAIMS ( •) See Note below I I . I . Total Note: The estate agrees to advise the Register of Wills if the amount actually paid in settlement of any fee, commission or debt is greater or less than the estimated amount claimed and allowed. -pi:!_ Subscribed and sworn to before me this ... ? ................ . d~ .. d~ .............. . (Executor-Administrator) .. ~. ~l .. ~~.~~~~.ft.<!.~.: ................ . (Stre!{ Number) Do ('Volt AI \dA-\ ro3 3 (City or Town and State) Having been duly sworn accordmg to law, I do hereby ce~~y th:t _thJ.!~~ve appraisement is made in conformity with law on this ...................... /~.~ .... day of ................ --:(~. '.:..:j ........ , 19.7 ~ .......... ....;;r~ ............... ·················· ApprAiser In the event that any future inte1·est in this estate is transfened in possession 01· 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 ·inheri- tance taxes at the lawful collateral rate on any such future interest. REPORT OF THE I, the undersigned duly elected Register of Wills in and for. . . . . County, Pennsylvania, do respectfully report that I have allowed debts and deductions in the amounts claimed by depon , except as to those items where a greater or lesser amount is set forth in the last column to the right in said schedule above, which greater or lesser amount represents the sum allowed as a deduction. Dated: ............................................ . \ ' Register of Wills Form No. RCC-62 (6-70) '· , Will Administration } No. · · · . . . . . . . Year ..... " IN THE MATTER OF THE APPRAISEMENT OF THE ESTATE OF GUERINO OLIVIERI Deceased Late of Donor a ................................ County of . YJ.C!~J;t.~l)g_~on .................. Commonwealth of Pennsylvania REPORT AND APPRAISAL "Vd ··oo 1\'J, :·;NIHSVM Slllh\ ~o "Ll.lSI~3U ON!::1¥'11'~ iT3SSntJ 5£ I Wd 0 I lJO SL , a ~1l 1 .:l ::-~ . •' ' •:. . . ~ ·:· ~~ ,.J' Form RC C·lO ·1 , OFPICE OF THE .• , REGISTER OF WILLS _ Washington 011'-----~----COUNTY AND AGENT OF THE COMMONWiiALTH STATEMENT OF DEBTS AND DEDUCTIONS ESTATE oF Guerino Olivieri LATE OF Donora DATE OF FILING APPRAISEMENT DAT&: OF DEATH December 1, 1969 DATE NO. OF NAMS: OF PAYEE REMARKS AMOUNT VOUCH"III Philip DeRienzo Funeral Services 2.900 00 Commonwealth of Pennsylvani.: Unemployment Comp. Fund 16 22 II II II Dept. of Revenue 139 64 II II II Dept. of Labor 123 41 II II II Dept. of Revenue~ Bureau of !Education Taxes ~500 00 Interna1! Revefiue Service, Unpaid WlH funds ?.1RR 1 E) II II II F U T A Taxes lQ !in II II II !Balance due income tax 278 35 Register of Wills ~etters Testamentary and 3 short certificates 12 so S. Barry Anderson ~egal Services 100 00 ----~---+----+-------------------------~-------------------------+------+--- 8,477 83 COMMONWEALTH OF PENNSYLVANIA COUNTY OF Waslington I, Tilde Olivieri ---=-:::.::=;._,;::.::=..:-=.;=.:..=..,. __________________ HEREBY CERTIFY. THAT. TO THE BEaT OF 114Y KNOWLEDGE AND BELIEF, THE FOREGOING IS A JUST A'iD TRUE STATEMENT OF DEBTS, FUNERAL EXPENSES AND EXPENSES OF ADMINISTRATioN suBMITTED To THE ESTATE oF Guer1no Olivieri .o&:cu.sEo. As cEcucTIONs FoR INHERITANCE TAX PURPOSES. ::€ :::J ::n l> Pl (/) C) c ...,.... (() (/) \'!""':: z -1 /'!t ~· ·' . ~::, :.c ~~ .;_~ ~:-:' ~- 0 ~ ::o I :z ""'0 • 0 l> {[) -~ J .. -.l c.n c:;:) \I --~ 0 """0 -· ·- I.A.). • c.n ·r· -~, r r·~ : ' ,...-. ., ...._,. " .. -~ Form RC C-10 DEDUCTIONS ALLOWED IN . · OFFiCE OF TME STATEMENT OF DEBTS THE SUM OF ............ $ ···················································· REGISTER OF WILLS AND DEDUCTIONS QF • Washington DATE APPROVED ... .. ... ....................... ............... COUNTY AND AGENT OF THE COMMONWiiALTH Register of Wills, Age~t ESTATE oF Guerino Olivi·eri LATE OF Donora DATE OF FILING APPRAISEMENT OATS OF DEATH December la 1969 DATE NO. OF NAMS: OF PAYEE REMARKS AMOUNT VOUCH"III Philio DeRienzo !Funeral Services ?_QOO flO_ - Commonwealth of Pennsv1vania lJnemD1ovment Como_. _Fund 16 122 " " " De_R_t. of Revenue 139 64 " " " b_e_Q_t. of Labor 12.1 lJU I " " " b_e_Q_t. of Revenue Bur.e_au of ~ducation Taxes ~500 00 IInt:erna!! n ·.l-fue Service lJnnaid W IH funds ?'UH~ Lli , I " " " F U T A TaxeA lQ _5..6._ " " " ~a1ance due income t_a~x-278 35 uetters Testament_ary and i Register of Wills I 3 short certificates 12 _5_0 :l s. Barrv Anderson p...e_gal Services 100 IOO ! ' ,. " .,, ' ., :t •{ l i i i ! l " i •j .. l -·l ' ., '" ' i8A77 83 COMMONWEALTH pF PENNSYLVANIA }sa: couNTY oF Waslington I, Tilde Olivieri HEREBY CERTIFY, THAT. TO THE SE8T OF MY KNOWLEDGE AND BELIEF, THE FOREGOING IS A JUST AND TRUE SfATEMENT OF DEBTS, FUNERAL EXPENSES AND EXPENSES OP' ADMINISTRATION SUBMITTED TO THE ESTATE OF Guerino Olivieri DECEASED, AS DEDUCTIONS F'OR INHERITANCE TAX PURPOSES. ~£/dp ~e/~ 7'~ <L. 5.) SWORN. AND SUBSCRIBED BEFORE ME THIS CAY OP' .~~4 RUDELLE STEIZ, N.,; ... ,y Public~ Donora, Washington Co., Pa. My Commission Expires July 17, 1978 .. .. l"! -.J c.n ....;: ;:::J .. ,_ :u ...--· J> rn c:=l (./) C) c: c-) I (/) ~ ::c (j) (n rn z --pt ~~ ;::::::> c ... ~) ... ·.J -.--o :..::: ·-'!-; "'-::::X a ~·· 0 :< ~·~ -r-z "1J r 0 (J.J J> (j'j t:n