HomeMy WebLinkAboutOC1970-0023 - ESTATE OF BARTOLETTI,-''~'-';""./-.
0,1;',I'lCC-J9 (~68)
COMMONWEALTH OF PENNSYLVANIA
TRANSFER INHERITANCE TAX
RESIDENT DECEDENT
SUMMARY
Estate of BARTOLETTI,LOUISE
(Last Name)(First Name)(Initial)
DATE OF DEATH 10-29-69 FILE NO:.(63-1~~~_.
REPORT OF INHERITANCE TAX APPRAISER
I,the unde'rsigned 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".
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INHERITANCE T APPRAISER 'l01-19-70
10-29-69
Dated:--_---:..:;:.....=...<-';-:-----
REPORT OF THE REGISTER OF WILLS
REGISTER OF WILLS
Da ted:__--l0~1=.::-;.lloJ.9~-J.7~0 _
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 er or lesser amount represents tl)e sum
allowed as a deduction.~1.4~!A:z..-o!-.e,/--/h~
6.7L.6 03
6,746 03
1.561 50
5,184 53
$
6.7L.6 03
6,746 03
1.'561 1'50
5,184 53
VALUE AS REPORTED VALUE AS APPRAISED VALUE AS REAPPRAISED
$$-------+--
CLEAR VALUE OF ESTATE
INVENTORY
Real Property (Schedule A)
Personal Property (Schedule B)
Transfers (Schedule C)
.Joint -Held Property (Schedule E)
TOTAL GROSS ASSETS •
Less Debts and Deductions
(SCHEOULE,.F)
Valuation of life estates or
annuities .......0 ••••••••••0 $t=t=t=ESTATE TAX ASSESSMENTS $
COMPUTATION OF TAX
, I
(*)As evidenced by Charitable
Exemption Certificates issued
by the Secretary.of Revenue.
Paid In Full 1-8-70 .
_c
$
l=
:.$
$
C
$
$---------4--
$~1'1==1~0~2-
$---------4--
.$---------4--
$-------+--
$=======l
$-------l
$====~==
___----lL-
TOTAL TAX BALANCE :-----~~
PAID $...JL
BALANCE OF INHERITANCE TAX DUE
Add interest at rate of 6%from_____to _
AMOUNT OF ESTATE TAX ASSESSED $---------1
Estate tax paid $---J
BALANCE DUE
Add interest at rate of 6%from
------It'o-----
Less tax previously paid
BALANCE
Less 5%of tax if paid within
3 months after death
FOR USE OF REGISTER ONLY
Tax on '$-+-__~
Tax on $5 'RJ.t;~~
Tax on $5%
Tax on $10%
Tax on $15%.
Exemptions $
Total Estate "'_··./.....1-__
TOTAL TAX
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 lAdministration~No Year .
IN THE
MATTER OF THE APPRAISEMENT
OF·THE
ESTATE OF
..LOUISEBM.TOLE.T'l'J.·.
Deceased
Late of :.MONON.Q.A..liELA..
County of..............WASHING'IDN .
Commonwealth of Pennsylvania
REPORT AND APPRAISAL
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1"01111 No RCC-62 (12-66)THIS FORM REQUIRED IN ALL ESTATES WITH GROSS ASSETS UNDER $10.000,UNDER SECTION 701 OF ACT OF JUNE 18,1981,J
EFFECTIVE,~ANUARYI,1982.(FILE IN DUPUCATE WITH COpy OF WILL ATTACHED)
,'
,.,.OFFICE 'OF THE REGISTER OF WILLS
"""I _..-.,....-"-;,•r.t'...'_...<0"- -........-..~
:...,:1 •'Co'untyof ....-...Wa.sbin~ognO~:lK .Ave~~e I:r ••
...V~.~~..l~~~t;9A~~~.~.$.~c;\<.~~$.. . . . . . . . . . . ...of l:19AqJ;lg~/;l~J~oJ••f~At:l~y.lv~ni~.
(Name)(Addre88)
being duly ~~~!'E:..according to law,deposes and sa)'s that he is the J~J2_~~_~t .
,(Exec"Adm"Legatee.Etc,)
of the estate of J,_C?.~J~~~~~_f;.9..!.~J;tJ whose last residence was -~-_----------------------------------------.------------------(No,)(Street)
M9!}Qg.$~h~1?~~~_~,deceased,and that the whole of the estate of said decedent,who died J-.QL?(_2L)_Q9-_
(CItY.Borough or TownshiP),.Date
consisted of:
REAL PROPERTY
REAL ?ROPERTY IN PENNSYLVANIA.WITH STATEMENT OF MORTGAGE ENCUMBRANGES 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 ..Estimated
Value
None None
I.:i
•\..(".f
~~)
I·(,~,...",..--------'---~,____---"-':-------"----------'--~t____--
':\
~,\
\-,.Pers·)nal PropertyNo~e<.None
c.:..",
..
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
accoont'at the date of death and the type of accountI account number and the exact name or names in
which the account is registered....'.'-".,'.,'
Jointly Held Property Estimated
Vahi'e.....
Savings account at Western Pennsylvania National Bank·in ,
ioint names of Louise Bartoletti or Ve1m~Bartoletti Sickels ~X~
~O~:~~'~'j~:A'4r-I ,-
$6,063.63 $3,031.81
.r ,(\(j[..•~t (J..-]....~,'I,
)t'\""---/''"\I.~,,....r,.'f"",....~-
SlItJ/"M t?s,;Jc.c..-/:.:evl '{JL.Sii:-~r:J n.Ah)"I ~J1JlfloMAL'Zt?AfK <fP~/+
<J
koC//,Sc ll/l,e ~),r IA··'--
-J1lJ1£J:-(Ylo'NO,u9 /J'ht-I fI O;:/;e-{.1 ,,-,R .',If .,
.<J
:Ii.I.</.1 f.'-II .1.7/1.jJ/I~~4&11/I ,,1:L,...,';::~~.•. ..
)-.,~:.~-:-)~t:......
,.16f/JL ~7</C,6J,
Transfers within TWO YEARS Prior to Death ,.....',''..:~;::~..
None None
..
.;.
.~~
I."
"j "·.""t·,>1.,"'1''''•.~_.~.~.'.f -;r~
,I'
.
.
TOTAL $-3",03t:'81·
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 exception of the following:-
,.
NAME AND ADDRESS OF BANK OR OTHER INSTITUTION THIS SAFE DEPOSIT BOX RENTED RELATIONSHIP OF JOINT
IN WHICH DECEDENT RENTED A SAFE DEPOSIT BOX IN NAME OR NAMES OF HOLDERS TO DECEDENT
-None -,-,----..',-.-"",.-"---~
..,"
'BENEFICIARIES
','RELATIONSHIP AGE'OF LIFE
BENEFICIARIES AND ,ADDRESSES SURVIVED(If 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
.'
Bartoletti Sickels /~~Yes Sui juris ResidueVelma,,/Mo-t-he r
405 Oak Avenue
",•-.-..-.":.~..Monongahe 1a'~Pa......~.
-
{VI (I'r r(~;l '"'~(.fIt..;.1",s,0"YI,
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RF,SIDENT DECEDENT7 DEBTS AND DEDUCTIONS CLAIMED.
NOTE'List first five items in the spaces so provided,observe notations thereon,and instructions.
Funeral expenses paid
DEBT OR CLAIM NATURE OF SAME AMOUNT THIS COLUMN.--'----;•.----=-===----=:.=--=-===-------r------='-=--=-=='---"-"'----'='-=-------,--'---'--''--=---r--'-iPIttEGISTER ONLY
$1,273 00 $:.JL~'M.Frye
Russe11oMarino,Register
Famiiyexemption (will not be allowed unless
decedent died residing with,a.spouse or children.)
Administration Expenses •3 00
Counsel fees •
Fiduciary commission ,.
OTHER'DEBTS,AND CLAIMS
(•)See Note below
F.Klein,M.D.Medical services
Monongahela 'Memorial
Hospital
:;,Hospit;a1 services ...~.".:.i·.
Kurtz Monument Marker inscription
Rev i·W.Doyle Snyder
Mono~gahe1a Memorial "
Hospital
Nursing services
Notary Public Notarizations
,.'
Total $1,:561 50
Note:The estate agrees to advise the Register of Wills if the amount actually paid in settlement of any fee,-commission 01'debt is greater
01'less than the estimated amount claimed and allowed.
Subscribed and sworn to before me this .
...'It:h.,·.day of .:.,.~~t:l~~.:~'Y ,19 ..1P
'."•••••••••••••••••••••••••••••••••••••••••••••0 •••••••••••••••
Notary Public
a.mm~,K
..40.~..O~~..4\Y~W~~.
(Street,Number)
Monongahela,Pennsylvania.............(city,'o'-r'To~~'~;;,a,"sidt'e)', .
Having been duly s,wo~n ffcording to law,I do h~.ebY tify that the above appraisement is made in conformity with law on this
................/f.~dayof ~..· ··Z.,19..C)/J ~..~~..............~!?t.~
I"."'~.::~i."J..•....,.. .'.........1 ••ApprRi
In the event that any futul'e interest in this estate is transfel'l'ed in possession 01'enjoyment to collatera . s of the 'decedent after the
ex'piration of any estate for life 01'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 amou claimed by deponen,xcept as to those items where a greater or lesser amount
:S set forth in t ast column to the /ht in said SChe;le above,which greater or'ser amount e I'entsthe sum ~I~~
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FOl1l1 No,RCC-62 (12-66)
Will 1 "J g ,A
Administration 5~o..~.',....-:Year .7u.
•IN THE
MATTER OF THE AP,PRAISEMENT
OF'THE
ESTATE OF
Louise Bartoletti.......................................
Deceased
;:~Late of ..",~.i:ty.:.qf;~~9~q~g~l:t~.1.~....-..-
''''Q-I
"'0
Cotmtyof :~Washtngtott~,>'
to"'V;0,..;;-.~.i
(/;(/'),-'--ConimonwealthWt:Penn~Ylvani3t~
.O ....-t'"•~
,~~~:~~~;;
REPOR~2AND A..PPRA'fs--AL•(..f)...."',.,.
t":~'",:o•.,:.....:.••:••'\.~
CD
-.:.
WOODWARD AND BASSI
'Atto.J:~neys ..~t Law"
701 McKean Avenue
Charler.oi,Pennsylvania
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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
VEL~~B.SICKELS Informant
IN YOUR REPLY PLEASE
REFER TO
38-35-5
J
In Re:Estate of -=LO:::;:.u:::..:I::.:S=E:......:::.BA~R:.::.:T:.:O:..:LE=..:.T..:.;TI=------
______....lWwA:loJ,S.LLH.uI.J.l·N~r,.u.TJo.lO.u.N County -File No.63-70-23
Dear Mrs.Sickels:
.You are hereby notified that the original
appraisement in the estate of Louise Bartoletti
has been filed in the office of the Register of Wills QfWasbjngton
County on ,180)]87 J 9 ,19..1Q.Said appraisement reflects the
following valuations:
Real Estate ---'-------r-=':""""T"-==----Jt.Held?J!'frJ!OOX)1ll.~....:6~,...:..7.::;,4..:.;6.:...:0;;.::3:....-__
Transfers --:-_---,-_
Total ...,...-_~6~.7u:41::.l:6'-!..~03~__
As to such ~ax that is paid within three months·from date of
death,a five (5%)percent discount is allowable.As to any ~ax 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'-!::!uaar!:...y1--=1~9u.t......:!:1~9.J.7~0 _si~nedO).~.~\)8-¢~~~
Title WeRe CHANEY~CHIEF APPRAISER
DATE OF DEATH:October 29,1969
Note:This is not a bill,
---------
2%Tax on $$---------.~1
:~
i,
RECEiVED -TWO HUNDRED NINETY-SIX and ,52/100
Thelma B.,Sickles"Int.representing Pennsylvania Inheritance or
~L~J~r1~i.Ljro.lMJIa~lLfL.BJ~lSJL__-,--=E~st~at~e~T~a~x~d~u~e~f~ro~m~th~e~fo~I~lo:w~in~g~es~ta~t.:e~:------~I:From:~,..
Address__7_0_1_M_cK_E_A_N_A_V_BNUE__'-'-------I
;COMMONWEALTH OF PENNSYLVANIA -"J:
,DEPARTMENT OF REVENUE ~I
1111=NO=,=A=O=8='=5=3=1=5==O=F=FI=CI=A=L=R=E:C=E=IP=T='e=p=E=N=N=SY=L=V=AN=IA=I=N=H=ER=IT=A=N=C=E=A=N=D=ES=TA=T=E=T=AX===============II,l!
dollcrs i
CHARLEROI;PENISYLVANIA 15022 6%Tax on $On Account $_----l3o!,,;l~2!!.J1!.c..Io1..._.1!3'____llIl
63-70-23 01 hFileNo,~_Date Deat 10-29-69 15%Tax on $,--------$---------111
Dat~of Payment _-=--_J_a...:...n~u....:.a....:.ry..!!-...:...8::""'L'...:...1=-9.=.....:...7...:..0__-----j
Name of Decedent _,..-L_O_U_I_SE_''__B_AR__T_O...:.L_S...:.T...:.T_I_'---I
",WASHINGTONC?unty __--:--,-----:---------------j
Remarks:)
""I....'*
'.
j'
%Tax ~n $_
Estate Tax,Act of
May 7,1927
TOTAL TAX CREDIT
Less five percentum of tax if
paid within three months after
date of death
Plus interest at the rate of
__%fronl _
to _
$
$
$312.13 I
$15.61
$,---------111
~rn~'[p[L~@Ejlr~,~EAL TOTAL AMOUNT PAID $296.52
',"'f:'..I (2
'N?TE:This Triplicaie;Receiplla be relaired far aUdil.~u3'8::0,5 -5 _I /q,"".,
.,,'.".•.",;y~//?cv'vrrp'v
,I,;',~•Received by -----,:::------,-::----.----------W
NotE:In accepling,th'etransfer inlerijan~e lax an fuiure estates,prior to the death of the life /--e.'iBSinature)~1.',/
'enant or lenant for years,as evidenced<'iy this receipt,il is understood that the Commonwealth shall a r-'7'),;/'/'
not .be precluded or prevented from hereafter assessing additional inheritance tax ot the death of the '('i ,<{..;p '<c...~/1/~I"'':;:;;
life.teQonl or tenant.for year;~heneve'it 9Ppears that such additional tax may be legally due and {/,(Tille "
calleetib,le for any reason whatsoever,
..,t:..;--:._.~_~_...__,."__--':";',-,-.,,_._,--:.~'---.__,_.-'..............._~_."__......:._..._..............._•..:.._.._...._~..-'-----__-.::.<-'----__~.__•.._.....:...__"___.,._:.__~~.•---"~_...:.'_....:.....:.......•,_.....__.~__:_-_____.:__.
I
Fonn RCC-2
"DEPARTMENT OF REVENUE
•..-BUREAU OF COUNTY COLLEcTIONS
HARRISBURG.PENNA.17 127
COMMONWEALTH OF PENNSYLVANIA.".
RESIDENT INHERITANCE TAX
APPRAISEMENT
DATE c!.~~.~~y .1.9.."!.9..7.Q..
COUNTY W.9.:~.h~nK~.9.!1..
FILE NO...2?::.7.Q~?.1 _1
Whereas,Louise Bart.ole.tti late of Mono.,nga.he..la .
in the County of W.as.hingto.n Commonwealth of Pennsylvania,having died on
the 2.9.th day of Oc.to.b.e.r 19..6.9.,seized and possessed of an estate
subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania;
Therefore,I,w..~.R.~G.h9.A.~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.
formity with law on thIS /~~day of ~~.~.~....7')..19 ~.Q;;;4:1&...............................~;;;.7!C\..
······Z)···..···..····_······(·..··..··..·d ,·i·;·..···..· ·..········..
/-.~..~,Penna.
(Pm OIDes)
Unit Appreisement
I Description of Asset Values Made for InheritanceTaxPurposes
$
JT.HElD:
Savin'f,ls Account at Western Pennsylvania National Bank
in joint names of Louise Bartoletti or Velma.B.Sickels.3,0)1.81
~.llt't't ::It.T.T T\rl ".::In;.::I 1\T::It;An::ll R::mkv
Monono::lh pl a Office.Monongahela.Pa..in the names
of Louise "R::IT"t.nll p.ti or -Mark Bartoletti.Jr.3.714.22
6.7J....6.02 h.?U 01
"".
"'---.....
i .,
""
Total 6.7J....6 01
:
I
I
Having been duly sworn aecor in law,I do hereby cer y hat the above appraisement is made in con-
......................,.,WASHING.TON ,.County '"
RESIDENT INHERITANCE TAX APPRAISEMENT
Estate of
LOUISE BARTOLETTI...........................................................................................................
Deceased.
Late of
..................................................MONONGAHELA.:
Date 0/Dealh,OQ.tob.§.r.~9."+..99.9 .
Appraisement Docket Vol.,..3..$.
Page,.},,.,..,N o 63:~::7'O.~Z3 :·~
Filed in Register's Office,.Jan:ug.;ry .l..9".19..7.Q .
Anwunt of tax due,$.
DEPARTMENT OF REVENUE
Received,
Examined and Approved,..
Wrote abo.ut Appra.isement,
Appeal /"0»1 Appraisement,.
Entered and charged,.
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