HomeMy WebLinkAboutOC1970-0005 - ESTATE OF PECIForm RCC-2
DEPARTMENT OF REVENUE
BuREAU OF COUNTY COLLECTIONS..
HARRISBURG.PENNA.11127'•
COMMONWEALTH OF PENNSYLVANIA
RESIDENT INHERITANCE TAX
APPRAISEMENT
~,.~~
DATE Augus.t l1.,19.7.O'.
COUNTY Wa.s.hingt.Q.n _..
FILE NO...9..3...~.7.Q.:::..S._ .
Whereas..~~.P~.~.~.t J!;p.~.~..t late of M.~.~9.~g~J~.~.!.~.
in the County of W~.~.~~~.g~.9.~Commonwealth of Pennsylvania.having died on
the ~.t.th day of ~.~.~.~~~.~F 19..§..~seized and possessed of an estate
subject to Inheritano~e Tax under the laws of the Commonwealth of Pennsylvania;
Therefore,I,W...~.R..L C..ha.n.e..y an appraiser duly appointed according to law,
having been designated to make a fair and conscionable appraisement of the said estate,and to assess and fix
the cash value of all annuities and life estates growing out of s~id estate.hereby file the following appraisement:
In the event that sny future interest in this estate is transferred in possession or enjoyment to collateral heirs of the decedent after
the expiration of any estate f'Jr 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.
Description of Asset
REALTY:
See cony of Schedule"A"attached to a'D'Draisement
PERSONALTY:
Unit
Valuel
$
t Appraisement
Made for InheritanceTaxPurpoles
11.000 00
See r.nnv of Schedule "R"attached to
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............................WASH.I.NO:T.QN.................................County
'-:RESIDENT INHERITANCE TAX APPRAISEMENT
Estate of
.........................B.AP.T.IS.T J..~P.E.c..I..
Deceased.
Late of
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Date of Death,......p..~.~.~.~lJ..~X ....2:5 1969.......L .
Appraisemel!t Docket Vol 38,.
Page,3.4.~..2.No~.Q..3.~.7.Q.~.S..
Filed in Register's Office,Augus.t l.119 7.0
Amount of tax due,$:..
DEPARTMENT OF REVENUE
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Appeal j"om Appraisement,.
Entered and charged,..
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RCC-81 (2-64)
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF.COUNTY COLLECTIONS
INHERITANCE TAX DIVISION
NOTICE OF FILING OF APPRAISEMENT
MARGARET p.TOS I
(Executor~
IN'YOUR REPLY PLEA8S:
REFER TO 38-34-2
J
In Re:Estate of_--:;:;B=:;A.=..P..=.T=I=.S..=.T,.:...=..J..:..~P=E=C-=I,--_
____--:W~A~S~H~I:!:.:N~G~T!o...:O~NIJ_County - FHe No.63-70-5
Dear Mrs,.Tosi:
You are hereby notified that the original
appraisement in the estate of Baptist J.peci
has been filed in th~office of the Register of Wills qf Washington
County on AU6:ust 11 ,19.1Q.Said appraisement reflects tbe
follOWing valuations:
Re aJ,Est ate _-=--__.....:::1=1'"",~0~0~0~.~0:..::0:...___
personal Property ~4~a5~4~1~9u]__
Transfer s -----,----.,,-;;---r":::r-r-=.....,..----
Tota1 ---:---:l::.:lz...z-,4.:.,:5::-4:..:.:..::9:.:::1:...'--..;._
As to such tax that is paid within three
death,a five (5%)percent discount is allowabJ,e.
remains unpaid after one year from ~ate of death,
of six (6~)percent per annum is charged.
months·from date of
As to any tax that
interest at the rate
,~ny party in interest who is aggrieved by an appraisement may
appealthe['efrom as provided by law.
Titie W.R.'CHANEY;
Date ...:A::.;u=.sgu-.:.=.:s:.,.:t=---=1:.:1:.Jtr-....=1:.:9;,.:7..;0:....·_Signed ~~~_~~....:c..c.a:~'S4-_-.::t:.~r..-ylC
I 'APPRAISER
DATE OF DEATH:~ecember 25 t 1969 '.
Note:This is not a bill.
RC~-39 (5-681
COMMONWEALTH OF PENNSYLVANIA
TRANSFER INHERITANCE TAX
RESIDENT DECEDENT
SUMMARY
Estate of...::.P-=E=C-=I~,__---=B=A=P'-=T:...::I=S'-=T'----__=--J..:....DATE 0 F DEATH 12-25-69 FILE NO.6'3-70-5
(Last Name)(First Name)(Initial)
REPORT OF INHERITANCE TAX APPRAISER
I,the undersigned duly appointed Inheritance Tax Appraiser in and for the County of Washington
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".
08-11-70Dated:-------------
REPORT OF THE REGISTER OF WILLS
I,the undersigned duly elected Register of Wills in and for Washington County,Pennsylvania,do respect-
fully report that I have allowed deductions in the amounts claimed by deponent,except as to those items where a greater or
lesser amount is set forth in the last column to the right in Schedule "F",which greater or lesser amount represents the sum
allowed as a dedoc,ion.~'
Dated:08-11-70 , '~~
REGISTER OF WILLS
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)
VALUE AS REAPPRAISED
$-------+--
CLEAR VALUE OF ESTATE 7 579 '16 7 579 76
Valuation of life estates or
FOR USE OF REGISTER ONLY
Tax on $-----------1--
Tax on $-----~..............,;I.....-f.........~
Tax on $-----------1--
Tax on $-----------1--
Tax on $-----------1--
Exemptions========t==
Total Estate --'-__
TOTAL TAX
Less tax previously paid
BALANCE
Less 5%of tax if paid within
3 months after death
$
$
$
10%$
15%$
*
$
$
$
$
COMPUTATION OP:,?TAX
A~A '7A -:
---------l--~~.,\.:'--------+---;::~
(*)J\s'evidenced by Charitable~E~emption Certificates issued
~~the Secretary of Revenue.
BALANCE OF INHERITANCE TAX DUE $t=
Add interest at rate of 6%from
_____to $------
AMOUNT OF ESTATE TAX ASSESSED $------lL-
Estate tax paid $--ll-
BALANCE DUE $----lL-
Add interest at rate of 6%from t=
------tto-____$---------l
TOTAL TAX BALANCE $-----~
PAID $...J
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.
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--_.._-----
MATTER OF THE APPRAISEMENT
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OF THE
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WILL OF BAPTIST J.PECI
All the rest and residue of my estate,both real
I direct my Executrix,hereinafter named,to pay
2.
1.
I,Baptist J.Peci,of the City of Monongahela,
IN WITNESS WHEREOF,I,Baptist J.Peci,the Testator,
The foregoing instrument was signed,sealed,published,
hereunto set my hand and seal to
preceding paragraph hereof,I will;devise and bequeath unto
personal,and wheresoever situate or found,of which I may
seized or possessed,or to which I may be entitled at the
thousand nine hundred and sixty-seven.
be the Executrix of this my Last Will and Testament;and I do
time heretofore made,in manner and form'as follows:
hereby revoking and making void any and all Wills by me at any
Washington County,Pennsylvania,having full legal capacity in
IIall~y just debts,funeral expenses,and the costs of the adminis-;
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III
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this my Last Will and Testa-~
,IdayofMa~ch,in the year of'o~r Lord'I,.
I~-~IJ=~:nz.::..:.~~-'-+'I~~~e~u...:.=:::.."_·__(SEAL)'\
trat10n of my estate as soon after my decease as may be proper
to be the Attorney for my estate.
hereby appoint Joseph L.Hoffmann,of Monongahela,Pennsylvania,
I
lhave'I ~II ment,this
IloneI'IIIIIII
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I and expedient.
rI
II a~d
Ii dle
'IItime of my decease,including my lot in the'Monongahela Cemetery,
land remaining after the payme~t of the several items set forth inI .
I theII
Imy children,viz:Margaret P.Tosi,Mayme P.Smith,Palmyra P.
II Restelli,and Mona P.Negro,in fee simple "and absolu~ely,'share
II and share alike.
II 3.I do hereby appoint my daughter,Margaret P.Tosi,
II to
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1III\IIIIIIiII
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IIIIII'the premises,do hereby make.~h,~s my Last Will and Testament,
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Ii;1IIil1\acknowledged and declared by Baptist J.Peci,the Testator above
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\named ,as and for his Last Will and Testament 1 in the presence
J of us,who,at hi~'request,and in his presence,and in the
IIII presence of each other,have hereunto subscribed our names as
,I\witnesses hereto.
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Affiltunit (@f iExrrutnr (@r Abminilltrutnr
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§tatr of 'ruuagluauia.t aEl:
C!I.ouuty of l1Iaaltiugtou \
P all b f
·'h d .d"th ...N'otary"Publi.c .d f 'dersony e ore me,t .e un erslgn~.au orlty,a.~:m an or Sal
County and State,appeared ~.9;.f.:g.9;E.~.t ~.~1..9..§J.l who,being duly
'sworn according to law,deposes and says that s he is the executor ~9tNttor of the estate of
~~p..T.I:SX J.:..p.E.C.I.,.:_deceased,that the foregoing schedules constitute a
I .t d . t f th al d al t t f Banti.st·J'.Pec'I.'comp ete lnven ory an appralsemen 0 e re an person es a e 0 ~,
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 mad~by the above named Executor .&mWI~§lJ'.
.Sworn andsubscribed before me this....l ..~t!:~....~,/)/}.
':.d~Y.of~~.~~~.~:r..~..~19 .7b...~~~~~~~..
•~~:,~~b~i.~~:~~~i~i~··NJt~llblJ~;~~~..·INSTRUCTIONS ...
My C~~'!119s~~{r~~tory must be filed within three months after appointment of personal representative.~~,Al/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 $50,000,in-
cluding Copy of Will and copy of Federal Estate Tax.Re.turn.
REFERENCE FOR ADDITIONAL COpy
Act of 1947 P.L.513 Sec.5.2,72 P.S.4844.2
~·t
3Juututory anll.1\pprailiPWtnt of the goods and chattels,rights and credits which
were of ~~!?~.I~~~.~?.~.Q.+...l Jate of ~g.~g~9:.?:h.~.~.!:':..~:.
Washington County,Pa.,taken and made in conformity with the above affidavit.
DOLLARS
REALTY:ALL that certain piece or parcel of land,
s'ituate in the Second Ward of the City of Monongahela,
Washington County,Penhsylvania,.and bounded and de~
scribed'as follows:BEGINNING at the NQrthwest corner
of Union Street and Pleasant Alley;thence,·North 38°
33 t West,alan.g the Northern side of said Union Streer,
..,I
70 feet to a 14 [foot alley;thence,North 44°45'East,
along the Eastern line of said 14 foot alley,68.50
feet to line of land of Charles E.Yohe,et ux.;
thence,South 40°40'East,along the Southern side·.
of said Line,6$.74 feet to Pleasant Alley;and
thence,'South 44°45'West,along.the Western line of
said alley,69.50 ~eet to the Northwest corner of
I
Union 'Street and Pleasant Alley,the.place of begin-'
ning;.and hav.±·ng .erected thereon a two-story frame
bUildi~g and garage.BEING a part of the same which
Duncan McPherson,et ux.,by deed dated February 4,
1921,and of recorq in the Office of the Recorder of
Deeds of said Washington·County,in Deed Book Vol.·
00
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CENTS
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fIII
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Realty
Personalty
Total Assets
Monong.ahe1a,Pa.
Dated:A~g~st 6,1970
$11,000.00
709.01
$11,709.01
$11 "000 '.00
320.44
4.17
35.00
15.30
80.00
254.10
$709.01
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Form RCC-33
RESIDENT DECEDENT
COMMONWEALTH OF PENNSYlVAN IA
:DEPARTMENT OF REVENUE
BUREAU OF COUNTY COLLECTIONS
COUNTY OF .
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 cf death,unless an extension·is granted by the Secretary of Revenue.(Section 703 of
.the .I.~~rit~nce_.~I!~,,E.!:!t!l,t.e..Ta}C A.c t .of l!H>l.)
Eecutor
arid say Softheestateoftheabove-named decedent being duly sworn,depose S
~~!:::::~~~~~:~t~;~:~:~=:::}===-
:::.:.~~~:::~~:::~:_-:~-=::::=-J '"-;
Margaret P.Tosi,.
••_\••,:•••••••••••••••••••••••••••••H.............................•••••••••••••••••••
~~f{
copy of which is hereto attached.}Dec:ede~t .dJed p..§.G.g.mP.§~(.~{~~~.~,""ij.;;;;.),19.i.y~;),{~~~~aving a.last ~i11,
/1 •• ,'_.•
.N~m'e and address of attorney or}qO!?.~ph ~.~~.9..~.~~9:!.I:.~.L ~.t.,t..9..:r.:.!.I:.l?.y..
other authorized represeatative to'.....
whom all correspondence should be.,.2.42.West Main S.t.•:..,·~Monong.ah.e'la.,Pa :.1S.O.63 :..
mailed..
That as such ..~.~~.~.9.~..!::E.4:~.":deponent is familiar with the affairs of said estate and the property con-
,(Ex"r.ul.or,Admi"i.lroll.or)
stituting the assets thereof and their fair market value.
That at the time )f death there was no safQ deposit box registered in decedent's individual name,or jointly
with,or as agent or deputy of ~nother,or in decedent's individual name,with right of access by another as agent
or deputy,with the exception o(the following:-None
NAME .----I1'i'STIniTION "RELATIONSHIPANDADDRESSOFBANKOROTHERTHISSAFEDEPOSITBOXRENTED OF JOINT
IN WHICH DECEDENT RENTED A SAE'"DEPOSIT BOX .I-N NAME OR NAMES OF HOLDERS TO DECEDENT----.._.---
_._.<
--
-..-.'
.,
That the contents of ~aid safe depQ~~t box or boxes are itemized under Schedules of this
return,with the exception of the following~fQr the reasons hereinafter set forth:
.That Sc.hedule A atta,Qhed qereto and,made part hereof sets forth full v and in"detail all the
real property in th~Commonwealth of Pennsylvania,of which decedent died having an interest therein.It
.also s'ets forth the mortgage encumbrances upon el\ch parcel of real property at the date of death,giving
--th~amount still du:!at death,name of mortgagee,date"rate of interest,and book and page of record
thereof.~·:It also s:!ts forth iO the columns provided therefore the assessed valuation of each of said,"
parcels,:the estimated market value thereof as Of date of death of decedent•.t •~.'Of j
,'f",
')rhat ScheC1Ule 8 attached hereto and made part hereof sets forth fully and.in detail all personal
propertYrwheresover situated OWl1ed by the decedent at the time of death;all moneys left by the decedent
at the time of death,whether io decedent's immediate possession,standing to decedent's credit in banks
of deposit,savings banks,tr~st companies,or other institutions,whether individually,or in trust for
any other person or persons giving aI-so separately the accrued interest thereon,if any,down to the last
interest day prior to decedent's death in the ca~e of savings banks;and to the date of decedent's death
in all other cases;''al.lbonds,.postal savings,treasury certificates or notes and other evidence of in-
debtedness of the United States to'the decedent;all obligations,whether by statute or agreement they
are designated as tax;.fr~e,of the Uni ted State$,or any state,or political'subdivision thereof,or of
any foreign country,'which are owned at the time of death;all wearing apparel,jewelry,silverware,pic-
tures,books,works 'of~art,'hopsehold furni turi:l,horses,carriages,automobiles,boats,and any and all
other personal chattd!'of whatsoever kind or nature,left bydecedent,together With the fairly estimated
market value thereof;all bonds and mortga.!tes held by decedent and ofdl claims due and OWing decedent
at the time of deat~and all promissory notes'or other instruments in.writing for the payment of mo~ey
or which decedent died possessed,'of whatsoever ·nature,wi th interest thereon,if any,giving the face
value and estimated fair market value thereof,'S,l1d if such estimated fair market value be less than the
face value,it sets forth briefly the reasons for such depreciation'as to each item;all moneys payable
to the estate from life insurance policies 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,bQnds and accrued interest thereon to the date of dece-
dent's death and other investment securities owneq by the decedent ~t the time of death,with the market \
value thereof at such time.j')
~~.r!?/},
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(cutor.~~~
....~..Q.5 U.n.iQn s:.tr:ee.t ~_.._..
(Street Number)
...~.<?~g!1,gA~!~:.+.;.9.-..f.:p.g,.~J...5..0..6..3.~..
(City or Town and State).
.;...
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 may 'be pertinent to a fair and just appraisal of the decedent's interest
therein must be submitted.·It should also set forth in itemized form,together 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 f~rth a'true answer to each inquiry
contained therein and in the case of transfers ofproperty,real or personal,within two yE!ars of decedent's
death,in contemplation of decedent's death,or intended to take effect in possession or enjoyment at or
after death,said scheduie 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 transfe~ee and
all other facts of a pertinent nature regarding said transfers.In the case of transfers intended to
take effect in possession or enjoyment at or after death,there is also attached to the schedule a cony.
of the deed,trust agreement or other instrument creating the trust.Ther,~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,'orjointly with another,or any power of appoint-
ment vested in decedent,either individually or jointly,,by the Will,.deed,o't'other'instrUm'ent of another,
with a copy of t~e ins trument creating such power attac~ed 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 the~r 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 r.ecord of ins.truments effecting the vestiture of
real estate and the date of acquisi.tion 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 co~sequence of the death of the decedent;debts and'claims owing and \mpaid at time of,.
death;taxes accrued.chargeable for period prior to decedent's death (except those allowed under Section
651 of the Inheritance and Estate Tax Act);.togethe~with a stateme~t of coilater'a1 pledged fo~obliga-
tions,if any.It is agreed that the fiduciary will present proof of said claimed obligations upon re-
quest,that if the amount actually paid in settlement of any fee,commission or debt is less than the
estimated amount claiming and allowed,that the same will be reported to the Register of Wills,and that
the amount of tax assessed can be reassessed in accordance therewith.'
That the totals of the appropriate columns in Schedules "A","B", "C","E",and "F"as directed therein,.
have been carried forward and properly registered in the Summary.
Subscribed and sworn to before me this §.t..h .
.....:~,.'day of ~\1,g.P,~.t,19..1SJ ..
,--;tJ~fFr!ir~·
.'.BETT~~~ENZEl,Notary Public
.:.,',".Monongahela,Washington County,Pa.
" • .My Commission Expires
May 9 1972NOTE:Before sign1ng 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 l!-64)
COMMONWEALTH OF PENNSYLVANIA
D,EPARTMENT OF REVENUE
BUREAU OF COUNTY COLLI.;CTIONS.
TRANSFER INHERITANCE TAX
RESIDENT DECEpENT
.~.
SCHEDULE HAil
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.
AL~that certain piece or parcel of land,
situate in the Second Ward of the City of
Monongahela,Washington County,Pennsylvania,
anq bounded and described as follows,to-wit:
BEGINNING at the Northwest corner of Union
Street and PleasantJ\lley;thence,North 38°
33'West,,along the Northern side of said
Union .Street,'7'0 'feet to a 14 foot alley;
thepce,North 44°45'East,along the Eastern
line of said 14 foot alley,68.50 feet'to 1in~,',Iof:land of Charles E.Yohe,et ux.;tl:lence,
South 40°40'East,along the Southern side
of 'said line,69,.74 feet to Pleasant Alley;
andl thence,South'44°45'West,along the
Western line of said Alley,,to the Northwest
corner of Union Street,and Pleasant,Alley,
the place of beginning;and ~aving erected
thereon a two.....story frame building and
garage.BEING a part of the same which
PU:ncan Mer-her-son,et ux.,by'deed dated
f'ebruary'4,1921,and of record in the Of~ice
of the Recorder'of Deeds of said Washington
County,in Deed Book Vo1~487,page 235,
granted and conveyed to Baptist-Peci and
Margaret Peci,his wife;the said Margaret
Peci died on February 14,1963,whereby
title vested in the said Baptist J.Peci,
by right of survivorship.
The real property located In the Commonwealth of Pennsylvania should be
described by lot and block number,street and street number,together'wi th
a general description of the praperty,with a reference to the record of the
conveyance by which the decedent took title;if a farm state number of a-
cres;also statement of mortgage encumbrances upon each parcel at death
of decedent.Taxes,assessments,accrued Interest on mortgages,etc.,are
to be listed on Schedule "F"and must not be d~ducted from this schedule.
Sold to Mabel E.Gilmore on June 30,1970
(1)
ASSESSED VALUE
FOR YEAR OF
DECEDENT'S
DEATH
$2630.00
(2)
ESTIMATED
MARKET VALUE
(J/(hr--J ..rt'r;JOO.00
(3)
DEPARTMENT
VALUATION
CAUTION
(Do not write
In thiS space)
Insert thi s total opposi te "real property",Schedule"A"in the X X X X X
"As Reported"column on the last page of this return.
$11,000.00
RCC-35
COMMO~WEALTH OF PENNSYLVANIA
'TRANSFER INHERITANCE TAX
RESIDENT DECEDENT
SCHEDULE "B"
PERSONAL PROPERTY
INSTRUCTIONS:This Schedule must disclose all tangible and intangible personal property owned individually
by the decedent,at the time of his death.Property owned by the decedent jointly with another or others
must be listed under Schedule "E".Inta~gible personal property,titled in the name of the decedent,but
payable at death to another or others,including but not limited to P.O.D.U.S.Savings Bonds and tenta-
tive trust accounts,.must be listed,despite the fact that they are not of the administered estate.
Tangible personal property should be listed first (e.g.jewelry,wearing apparel,household
goods,and fUrnishings,books,paintings,automobiles,boats,etc.)
Intangible personal property,such as bonds,treasury certificates,cash on hand and in bank,..
stocks,'mortgages,notes,together with accrued interest or dividends,salaries or wages,insurance pay-
able to the estate or fiduciary in said capacity,partnership interests,interest in any undistributed
estate o~or income from any property held in trust under the will or agreement of another,even though
located outside of the State,at the time of death,should be listed in this schedule•.
Item ITEM UNIT ESTIMATED DEPARTMENT VALUATION
No.List and describe fully VALUE MARKEl'VALUE (Do not write in
this space)
I Western Pennsylvania National Bank,Monon
gahela,Pa.,Checking'Account No.
043~360-743 .320.44
2 Bell Telephone Refund 4.17
3 Blue Shield Refund 35.00
4 Blue Cross Re fund 15.30 ,0.
5 I lot furniture (old and well wCDrn)80.00
6 Social Security Death Benefits ...-ft _.._...~.....v
Insert this total opposite "Personal Property",Schedule "8"in X X ~stj9/
the "As Reported"column on the last page of this return..'$:7.99.91 .-
I
RCC.-36
-rmPltoNl\'E.\LTH OF PENN SYLVANI A.
TIUNSFER INHERITANCE TAX-
~SSIDENT DECEDENT
-..'
SCHEDULE "e"
TRANSFERS
(1)Did decedent,within two years of death,make any transfer of any material part of his estate,without
receiVing a valuable and adequate consideration therefor?(Answer yes or no)~n~O~__
(2)Did decedent,within two years of death,transfer property from himself to himself and another or
others (including a spouse)in joint ownership?(Answer yes or no)no
(3)If the answer to (1)or (2)above is in the affirmative state:
(a)Age of decedent at time of transfer _-__-_-__
(b)State of decedent's health at time of making the transfer.(Note 1).
(c)Cause of decedent's death.(Note 1).
(4)Did decedent,in his lifetime,make any transfer of property without receiving a valuable or adequate
consideration therefor which was to take effect in possession or enjoyment at or after his death?
(Answer yes or no)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)~n~o~_
(b)The right to designate the persons who shall possess or enjoy the property transferred or
income therefrom?(Answer yes or no)no
(6)If the answer to (5)(b)above is in the affirmative,state whether the right was reserved in decedentaloneor0thers_
(7)Did decedent in his lifetime make a transfer,the consideration for which was transferee's promise to
pay income to or for the benefit of care of transferor?(Answer yes or no)__n~o _
(8)Did decedent,at any time,transfer property,the beneficial enjoyment of which was subject to Change,
because of a reserved power to alter,amend,or revoke,or which could revert to decedent under terms
of transfer or by operation of law?(Answer yes or no)n_O __
(9)If the answer to (8)above is in the affirmative,was the power to alter,amend,or revoke the inter-
est of the beneficiary reserved in the decedent alone or the decedent and others?
(Answer yes or no)_
NOTE 1:The answers to these questions should be supported by affidavit by the attending physician as
well as a copy of the death certificate.
NOTE 2:If answer to any of the above questions is yes,set forth below a description of the property
transferred,it's fair market value at date of death,dates of transfers and to whom transferred,with
relationship of transferees to decedent,if any. Submit copy of any trust deed or instrument,if trans-
fers are claimed to be non-taxable,also submit detailed statement of facts on which said claim is based.
NOTE 3:List applicable property below in manner in which provided in Schedules A,B,or E.
ITEM
None
DESCRIPTION MARKET VALUE
(Es timated)
0.00
DEPT.VALUATION
(Dept.Only)
Insert this total opposite "Transfers""Schedule "C"in the
"As Reported"column on the last page of this return.
0.00
" II
··1,
.Rce-3S
".J
:COMMONWEALTH OF PENNSYLVANIA
TRANSFER INHERITANCE TAX
RESIDENT DECEDENT
SCHEDULE "E"
JOINTLY OWNED PROPERTY
INSTRUCTIONS:This schedule must disclose all property,real and personal,owned by the decedent jointly
with another or others,including intangibles,standing in the name of the decedent and others.List,
real estate first,as entireties,or joint tenants,giving br'ief description,as indicated under Schedule
"A",plus the date and place of recor~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-owriers to
the decedent.
Description of Property,Date of Acquisition,Name I Unit Percentage Estate
Address and Relationship of Co-Owners,and Place I Value Share ValuatioA
of Record of Instrument,where Real Estate.I
DEPARTMENT VALUATION
CAUTION~Do not Write
In This Space.
Value of Value of
Entire Decedent's
Property Interest
None 0.00
Insert this total opposite "Jointly Owned Property",Schedule ~E"
in the "As Reported"column on the last page of this return.0',',09,;,
,,-...
Rce:37 (12-63r
€Ol\fl\lONWEALTH OF PENNS\:Yl!,kNIW'
T<RANSFER INHERITAN<::E 'FAX
RESIDENT DECEDE~T
SCHEDULE "D"
BENEFICIARIES
t b 1 w·t thi ti eIiidbfiiib
,,
BENEFICIARIES'AND IWDRESSES RELATIONSHIP SURVIVED DATE(If step-children or INTEREST OF 'State full names and addresses of all who illegitimate children DECEDENT OF BENEFICIARY
ave an interest,vested,contingent or other are involved,set STATE YES IN ESTATE
wise"in estate)forth this fact.)OR NO BIRTH
IMargaretP.Tosi,,205 Union
St.,Monongahela,Pa.15063 Daughter Yes sui juris one-fourth
"..0 ••,..,..
Mayme P.Smith,Elill Church
'Road,R.'D.,Canonsburg,
Pa.15317-Daughter Yes sui iuris one--fourth
'Palmyra P.Restelli,Ginger
'Hill,R.D.,Monongahela,
Pa~15063',Daughter ¥::es .,sui jUris one"'fourth
Mona P.Negro,903 Chess
I
St.i Monongahela,Pa.15063 Dauqhter Yes'sui iuris one....fourth
"
I
(")
M ......
j.;'~-....r.i-
M rl ;.:~;
(J ~:::.,."........
~H ~~·.
~,.·t'.."•·~
-I ...
~....
:
Deponent further says thE..t all the a ave-name ene c ar es are v ng a s m excep eo.n0ne
NAME DATE OF DEATH RESIDENCE
'.
(
h
OF THE
Deceased
ESTATE OF
.a,¥\~';J;'.~.$':J:'...~.~....J.:>;E;GI.,.
~~
:>
:'"
-':"'0 =c--..:('1)--...
0:0"0 .-
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0:0 ~.....:0 .:::;
"'C =c('l)('l);;l ~o ....
~"'C~.......0
"'C"C...('l)o ..."C .~
~~,
enc:~~II>~=c ",.
en en 0<
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~~::::
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n WP-::r..
:=co)/?::l :-~~
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b :0
b :0
:0:~:::s:CD:l:L
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.............
'-Jo
\0.
o.....
:C-1 ~:0 ~:~.~:::s ~~ocT ('l)~:.....;;l~~0-;-'
GJ...o'"'"
(Executor-Administrator
must complete "As
Reported"column #1.)
~~
trl'"S-....('l)
.......Year .
Wa,s·h.ington
~IATIER OF THE APPRAISEMENT
Late of ~o.tJ.oIlgahela .
"""..--:-::~~t a
Commonwealth~~el~ylvanf.?
(fJ G')c:=~::c -(n =,
-0,(fJ c::J ...~Z~rn ,enREPORTrANDAPP9ISAL'
-I :;D t--r-Il
o """'-'zO_-.....--.."""1 .......---o .-p :=::O=':::;:o.--.r z
~rl>(fJ 0 c..n
c::o
County of
IN THE
Will IN'
Administration ~o.
I";
;Joseph L.BoffmaDD
Attorney at La.w
242 W.Mai:J.Stred
Monongahela,Pa..15063
-00 -00~~.
!~j
K~:
-oo-oo-oo~
0-.>:0.'"~:~~-Cr.\Q <1:1'0~b ~.-
~:0'g:,,:c...'0-
~;.
r--~..;
Form RCC-IO
~4._'.,!OFFICE O'F TME
REGISTER OF WILLS
WashingtonOF COUNTY
AND AGENT OF THE COMMONWIiALTH
J-;?o -s-
,"
STATEMENT OF DEBTS
AND DEDUCTIONS
DEDUCTIONS ALLOWED IN \
THE SUM OF ,,""',',"$,....,~"..21..J:.../..s--
'!'fROVE'2://:2iJ
~~~
Register of Will.,Agent
ESTATE OF _B_A_P_T:.:;..I:.:;..S:.:;..T""---.;;;.J....;;..~P....;;;E;..;:C;..;:I"-',~__LATE OF Monongahela r Pennsylvania,
DATE OF FILING APPRAISEMENT Aug.7,1970 DATS OF DEATH _D_e_c_'e_m_b_e_r_'_2_5....:.,_1_9_6_9 _
DATE NO,OF NAME OF PAYEE REMARKS AMOUNTVOUCM,""
1970
J'an.3 Reaister afj'Will!=:Letters Testamentarv 18 00
3 Guy A.Roqers Probate costs 15 06
3 Daily Republican Advertising 12 50
3 Washinaton Countv Renorts Advert;'c::;'nl'T 14 100
3 Equitable Gas Companv Account vs.dec'edent 32 35'
7 Dailv Republican Card of'Thanks'2 00
7 !Memorial Hospital Account V's.dec'edent 42 00
16 Lawrence Wilson,M.D.Professional services'40 00
16 Cral1·s Flower Shop Account v's'.dec'edent 45 05
16 Charles Chattaway Fire &Liability'Insurance 96 00
16 West Penn Power Company Account vs.decedent 7 67
16 Joseph Caserta Account vs.decedent 1 50
16 Campana Funeral Home FUneral expenses 1340 00
I
16 Father Paul Legler Honorarium 35 00
30 Equitable Gas Company Final Bill 46.-,02
Feb.1 Bell Telephone Company Final Bill :,5 64
24 Monongahela City Water Co.Final Bill 18 99
Mar.3 West Penn Power Company Final Bill 69
31 ~onongahela Authority -;Final sewage Bill 9 84
May 6 Quinet Monument Company Inscribing marker 20 00
June 23 Joseph L.Hoffmann Filing costs -terminations 4 00
30 Recorder of Deeds 1%Realty transfer tax 110 00
30 ~onongahela City 1970 City tax 72 16
30 Charles Chattaway Sale of Real Estate 550 00
July 6 Register of Wills Inventory 5 00
Continued to Paqe 2
INHERITANCE TAX PURPOSES.
COUNTY OF Washington
I,Margaret P.TOSh
,...,...',.
Form RC C·1O DEDUCTIONS ALLOWED IN..
r..-<.-,!OFFICE OF THE STATEMENT OF DEBTS THE SUM OF ............$...................................................
REGISTER OF WILLS ..
Washington AND DEDUCTIONS DA'~•••...OF COUNTY
AND AGENT OF THE COMMONWIiALTH ~~..Page 2 Regllter of Willi,Agent
ESTATE OF BAPTIST J.PECr LATE OF Monongahela,Pennsylvania
DATE OF FILING APPRAISEMENT Aug.7,1970 OATS OF DEATH December 25,1969
,
DATE NO.OF NAMa OF PAYEE REMARKS AMOUNTVOUCH"'"
1970
Julv 6 Register of Wills Filing Debts and Deductions 6 00
6 Richard Walters Account vs.decedent 64 60
6 Bettv E.Wenzel Notary fees 5 00.
6 Marqaret Tosi -Allowance of Accountant 583 07P.
6 .:Joseph L.Hoffmann AttorneY &'Counsel fees'583 07
3785 15
I
I
-
,
COMMONWEALTH OF PENNSYLVANIA
HEREBY CERTIFY,THAT.TO THE BEaT OF
MY KNOWL.EOGE AND BELIEF,THE FOREGOING ISA JUST AND TRUE srATr:;~ENT OF DEBTS,FUNERAL EXPENSES AND EXPENllIEl9 OP'ADMINISTRATIO~·-SUBMITTED TO THE ESTATE OF Bapti.s·t ~,l?e.c~!.
, , .'f'.
I ,
'......
t'
\',
.~t 1 'j--..
,;
.~.
IS "/Iv 0,!If/V 01.
(to·"}....
.'1 I!(...;·:-l
.,
."
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