HomeMy WebLinkAboutOC1970-0703 - ESTATE OF BARISA-
Fonn RCC-2 •...
.....................J...lJ.J::y......lS...,.......J..~..79.)...COMMONWEALTH OF PENNSYLVANIA DATE
DEPARTMENT OF REVENUE RESIDENT INHERITANCE TAX ...............~.~.~.hJ.P.:K~.9..n ..........................BUREAU OF COUNTY COLLECTIONS COUNTY
HARRISBURG.PENNA.17127 APPRAISEMENT
FILE NO.................?~.=..7..9..=..?..9.}......................................
Whereas,......................Mar.c.el1a.....Bar.isa.................................................................late of :.................................L.E.llsw.o.rth...................................
in the County of .................Jy.a.s.hingt.on..........................................................................Commonwealth of Pennsylvania,having died on
the ..............................2.6.....th...........................................day of .............................May.....................................19..7.0...,seized and possessed of an estate
subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania;
Therefore,I,...................Ji..,..R........LC.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 fi.."{
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 Purpoles
$
JT.HELD:
Jt.Batik Account #75-002839-1 held in the
UNION NATIONAL BANK OF PITTSBURGH BENTLEYVILLE
OFFICE BENTEEYVILLE PENNSYLVANIA.In the
names of MARCELT,A HARTSA or T.Atv~tl;NL;j'l.HARTSA
Onened 4._7_7()40 00
Tota1 40 00
form~V;::fhb~:::~~w~~~g.~.~w,~:;o~er~;£abO~§is.m~i~~~
e~~·•....;~~~~;."...•••..•....•••,~=:;.
-----------------------------------------------~~~~------------------------~~~~~~~~~~~~~----------~
...JvASHINGTQN ....County
RESIDENT INHERITANCE TAX APPRAISEMENT
Estate of
........NARCELLA.J3.ARl.$A .
Deceased.
Late of
ELLS\vORTH
Date of Death :May 26 1970,,.
Appraisemei!t Docket Vol.,.
Page,No.63-70-703................................................
Filed in Register's Office,J.u1y 1.5..,.19 7.0.
Amount of tax due,$.
DEPARTMENT OF REVENUE
Received,
Examined and Approved,.
Wrote aballt Appmisement,
Appeal f,.om Appraisement,.
Entered and charged,.
•
~~••".~!(7;~·········Af.:;:;;,:d .~..........d~:;=').Penna.
~~~
Funn RCC-2
..................J.U1Y.....2..9...,......:.1.9...7..pJ..COMMO:NWEA-LTH OF PENNSYLVANIA DATE
DEPARTMENT OF REVENUE RESIDENT INHERITANCE TAX Washington
BUREAU OF COUNTY COLLECTIONS COUNTY ..................................................................................................
HARRISBURG.PENNA.17127 APPRAISEMENT FILE NO.................§.~.:..?.9..:..?..9.}.....................................
Whereas,...................NAR.Q.E.L.~A .....J.3.AJ~J$........................................................................late of .....................~.~.~.~.:.~.~E.~?....................................................
in the County of .............................WASHTNG.T.ON.L.............................................................Commonwealth of Pennsylvania,having died on
the ....................................2.6......th.......................................day of .........................H~.Y.........................................19..7.9...,seized and possessed of an estate
subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania;
Therefore,I,...............................W:.•.R........Chane.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 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 l1fe or for years,the Commonwealth hereby expressly reserves the right to appraise and assess transferinheritancetaxesatthelawfulcollateralrateonanysuchfutureinterest.
Unit AppraisementDescriptionofAssetValuesMadeforInherllance
Tax Purposes
$
JT.HELD:
,l"l.nk Account held inthe UNION NATIONAL BANKJt.B
OF PITTSBURGH,BENTLEYVILLE OFFICE,BENTLEYVILLE,
D'R'I\r~TC:VT WA 'I\:T A i 11 1-np n::l.mp.~nf '/I.fARCELLA BARISA
(rR Tv,Rm...fF:HARIS.Onened 11-3-67.Balance as of
date of death.$232.75.1/2 taxable 116 38
ITotal 116 38
fonn~v:~hbl::::~~Wl>l"ll:?"J~~~'~a~:rer~h~~~VCt~ais~"'~~tis~~d~2~
WASHINGTON County
RESIDENT INHERITANCE TAX APPRAISEMENT
Estate of
HARCEL.LA J3ARIS.A
Deceased.
Late of
:I!:.~:L~WORT.l.I..
Date of Death,§~r.~y ~.~.L..~.~.?.9..
Appraisemel!t Docket Vol.38,.
Page,8c.7:~:.7.No §.~.~7.Q.~.7.Q}.
Filed in Register's Office,~.~~!.3..~J9 ?9
Amount of tax due,$.
DEPARTMENT OF REVENUE
Received,
Examined and Approved,.
Wrote abo.ut Appra-isement,
Appeal ft-om Appraisement,.
Entered and charged,.
•
County of ~~.s.~~P..9.~?I1., .
.....~.~.J:f<;~..~:'..~R~9~..':.,........of 2;4:q':l••11~9:~9~.~~.R:r;~!..~;i.~J!l~.119~~~,..I?~;L.~o/?re
(Name)(Addrese)19810
being duly ~~~E~..according to law,deposes and sa)'s that he is the ~~_~~_
(Exec.,Adm.,Legatee,Etc.)
Fo.rm NO•.RCC-62 (6:70)THIS FORM REQUIRED IN ALL E.STATES WITH GROSS ASSETS UNDER $10,000,UNDER SECTI.ON 701 OF ACT OF JUNE 16.~"1,a j'
EF"Ec'rIVE JANUARY I,1962.(FILE IN DUPUCATF:WITH COPY OF "WILL ATTACHED).:
,.~OFFICE ~F THE REGISTER OF WILLS &:3~.7cJ -7V3
JJ~YL-J J 'i 'f 7-7 I
of the estate oL.M.~_~g~Jl~__~~~J~~_~--------__whose last residence was ~ll_$.WQt::th _
(No.)(Stmlt)
------__------------------deceased,and that the whole of the estate of said decedent,who died ~~_¥-?_§_~__)._~!g _
(CitY,Borough or Township)(Date)
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 NAME~,ADDRESSES AND RELATIONSHIP OF OTHER OWNERS.
.;1(.
Real Estate Estimated
Value
All those certain parcels of land situate in the Borough of
Ellsworth,washington County,Pennsylvania,designated as
Lots 25 and 27 in Block K,in the Bethlehem-Cuba Iron Mines
company Plan,in Plan Book 7,pages 144 and 145,having
erected thereon a house known as 125 and 127 South Pine street,
having a value Of•••••••••••••••.•..•.•••.•••••••••••••.•••..~I"'"$3,000.00
.f:~J-"h S2A~.L~
Personal Property
None.
;
,,
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
!l 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 "EstimatedfValu~-.Dqa None.
-...
-..
-
r
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 anotheras 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
BENEFICIARIES AND ADDRESSES
RELATIONSHIP SURVIVED AGE OF LIFE
(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
Bernard Barisa Son yes 1/6th
Joseph Barisa Son yes 1/6th
Lawrence Barisa Son yes 1/6th
Jerome Barisa Son yes 1/6th
Bartholomew Barisa Son yes 1/6th
Barbara Schwab Daughter yes 1/6th
4-,,
!
'--------------------------------------..._----------.._--
REsmENT_~DECEDENT DEBTS AND DEDUCTIONS CLAIMED
NOTE:List first five items in the spaces so provided,observe notations thereon,and instructions
Funeral expenses paidK.V.Thmmpson
r---=:"'..---=D::..:E::;B::..T"--'O:....:R"--=C-=L~A:.:.;IM=---~...:..N:..:.A=-=T:...:U:...:R:.:..:E=----=O:...:F--=.S:..:A.:::M:..::E:....--.---=.A.::M=.O=..U=N..:.T..---lnTHIS COLUMNREGISTERONLY
$817 OL $F/CJO
Joseoh Barisa Family exemption (will not be allowed unless
decedent died residing with a spouse or children.)1,500 00 I.,roc 0 7)
J.D.costa,Esq.
Administration Expenses •
Counsel fees •78 001
Fiduciary commission •
OTHER DEBTS AND CLAIMS
(• )See Note below
St·Luke's Church Church services 103 06 103,0 (p
Ashmore's Store Merchandise 5 3C J-3 D
Washington Jewelry Store Merchandise 3 71 .3 7 I
Joseph E.Barisa Services 90 99 C;().qr
Diamond State Telephone
8//'1 '17co.utility 19
Bartholemew Barisa Services 9 44 1 H'f
Quinet Monument Co.Memorial -Stone 20.00 J..().00
Joseph Barisa Services 2 80 ').-80
Malcolm Morgan,Co.Treas Co.taxes I 24 62 '-'/(p y
Dept.of Water -Ellswort 1 utility 2 00 2,..(){)
Steve Sedlak,Tax ColI.Borough taxes I 21 16 )..1.1(P
Equitable Gas utiliity 74 7Lf'
West Penn Power Co.utility 3 O~~OJ
Bentleyville Tele.Co.utility 8 25 1 ,..s
steve Sedlak,Tax ColI.School taxes 57 12 S'l /7,..;
Bashera Abd Merchandise 5 08 6 off
u.s.Post Office Postage 3 DE 3 vb'
Washington Hospital Hospital Expenses 56 OC -s~((/0
K.T.&D.Ins.Co.Insurance 86 OC pl>
Malcolm Morgan,Co.Treas county taxes 1971 24 6~)-'1 b v
Steve Sedlak,Tax.colI.Borough taxes 1971 21 IE -yl /(,p
Steve Sedlak,Tax.ColI.School taxes 1971 82 5~'it--s '1z,../
Total Is 3,045 51:
2404 Magnolia Drive
(Street Number)
Wilmington,Delaware 19810
(City or Town and State)
-~aving been duiy sworn a~_:~:'(jjng to law,I d~ere~ce~tifY ]that the above appraisement is made i~conformity with law on this
................./.7···,;.····day o{.,..(,f(~.....~g~/.I!Yi.::!"
In the event that any future interest in this estate is transfelTed in possession 01'enjoyment to collateral heirs o~e decedent after the
expiration of any estate for life 01'for years"the Commonwealth hereby expressly !'eserves the right to appraise and assess transfer'inheri-
tance taxes at the lawful collateral rate on any such future interest,
REPORT OF THE~9!STE~OF WI LS
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 deponent,ept as to tho items where a greater or lesser amount
:::d~or.t~.~~Gt~~.li~~.c):~?~~J;.~~~~~~~~~~~~~~~~~.l~.above,which greater or I~S.S.~.~!~~t.=tt\~~::~'....
.\Registerof Wills
"
,Form No.RCC-62 (6-70)
Will -1AdministrationSNo Year .
IN THE
MATTER OF THE APPRAISEMENT
OF THE
~STATE OF
,
MARCELLA BARISAS
Deceased
~,"".I
I
..
I ....I.1'7 }
_,"'...L ...!\~.t •
~'"".,"";,......-,:',.
'.(,'/:'\\:J ,..:I,I',~C \'\\,\\-...",\~,,\\
',',,1ft'\'\\
Late of ELLSWORTH
County of WASHINGTON...........................................................
Commonwealth of Pennsylvania
REPORT AND APPRAISAL
-c:::::,
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G);.......0
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---.-.;,OJ --0 .:t:'i.I..J .(/)
C;::"'<:t'~
J.D.COSTA.ESQ.
L..........J
RCC-81 (6-71)
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF COUNTY COLLECTIONS
HARRISBURG
17127
NOTICE OF FILING OF APPRAISEMENT
.La:wrehce A.'r Barisafl...·.·9..:-.........''f-;·~t t.j.;.,,-.~!t·}
(Executor or Administrator)
IN YOUR REPLY PLEASE
REFER TO
Inheritance Tax Division
J
In Re:Estate of __.....:l;=-=lJ:.::'J'-"'iC=:::I~,:l""J""i~=--·-""B::..:1J",-,i"",I"",SAi.)=-=·~",-.·_
Cou nty -File No.6~3_"'7.:-·o..,-·~7(]J-=.·.'----__
Dear l~.iJarif;lae#
You are hereby noti fi ed that the~_--:-O:r__1g:-,ina_·:-:·:-l _
appraisement in the estate of.l-Iareella Bntisas
has been filed in the office of the Register of Wi lis of_-'--l.....,'1a""s"""h.....ingt""'·~......'~onlL-~__
County on Oetober 19.,19~,Said appraisement reflects the following
valuations:
Real Estate .:h 000.00
Personal Property_----,-_
Transfers _
Jointly Owned ~-::-=---------
Total 3,000.00
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 an appraisement may appeal therefrom
as provided by law.
Date __O_c_t_o_ber_'_1_9-,-'_1_911_····_
Note:This is not a bill.
S;gned r2f:a~~
Title J>.t'ldf3lino Finney,Appraiser
RCC-39 (5-68)
COMMONWEALTH OF PENNSYLVANIA
TRANSFER INHERITANCE TAX
RESIDENT DECEDENT
SUMMARY
Estate of BARISAS,MARCELLA.
(Last Name).(First Name)'(Initial)
DATE OF DEATH~5!-/2-=6L../7.:....:.:~::.;.··"_FILE NO.63-70-703;>
REPORT OF INHERITANCE TAX APPRAISER
I,the undersigned duly appointed Inheritance Tax Appraiser in and for the County of WM&HINGTON
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:OCTOBER 19,1971 e4:.OJ'~~IW/vJ.INHERITANCE TAXAPPS€f{
REPORT OF THE REGISTER OF WILLS
VALUE AS REAPPRAISED
$-------+--'2 rvv "'Ir
r-·
0
3,000,00
],045 .55)
LVEN'lI'
VALUE AS APPRAISED
$
INSO~-----..l.--
VALUE
OCT 19 1971 RUSSEL[MARINO
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
(SCHEDULE F)
Dated:
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 lesser amount represents the sum
allowed as a deduction.
Valuation of life estates or
FOR USE OF REGISTER ONLY
Tax on $-----------l--2%
Tax on $-----------l--@
Tax on $5%
nX~$lK
Tax on $15%
~~pti~s *
Total Estate --+-__
TOTAL TAX
COMPUTATION OF TAX
$.---'------+--
$--------+--
$--------+--
$-------+--
$--------+--
$--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 $L
Add interest at rate of 6%from_____to $--------1
AMOUNT OF ESTATE TAX ASSESSED $--~----lL-
Estate tax paid $......Jl-
BALANCE DUE $----Jl-
Add interest at rate of 6%from t=
------Ito-----$--------1
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.
.'Will t...No.AdmImstration
IN THE
Year .
MATTER OF THE APPRAISEMENT
OF THE
ESTATE OF
MARCELLA A.BARISAl.
Deceased
Late of ELISWORTH ./~,,,
County of WASHINGTON
Commonwealth of Pennsylvania
REPORT AND APPRAISAL
,..'"
,j.
i
·r
......
Form RCC-2
J;)E!ARTMENT OF REVENUE
~tmEAU OF COUNTY COLLECTIONS
HARRISBURG.PENNA.17 127
.......
COMMONWEALTH OF PENNSYLVANIA
RESIDENT INHERITANCE TAX
APPRAISEMENT
DATE ~~~.??::r.:~.?~~.?.7.~.
NTY WASHINGTONCOU .
FILE NO §2.:7.~::.?.Q .
MARCELLA BARISAS ElJ..SWORTIlEWhereas..late of ..
in the County of .w.A~J!P:f.Q~.QN Commonwealth of Pennsylvania.having died on
the ~q:t.h day of J1AX 197.1.:seized and possessed of an estate
subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania;
Therefore,I,~g.~~~!!:~f..~.~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 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 AppraisementDescriptionofAssetValuesMadeforInharltance
Tax Purpoles
REAL ESTATE $
SEE COPY ATTACHED TO APPRAISEL 3,000.~
PERSONAL
NONE
ESTATE INSOLVENT
..,
.
I
~.
T
I
fonn~~V~h'7a~::I:h~w<J<1laCCCl77ng~~~·~:;:r~~~=~~z::~;;i~"7e~tis~~~:
......,.,'W.,=,.v.:.".::'C.,.;:==..~~~'APpralser
................................................................................................" :v...
(Number and Street)
....................................................................................................,
(Poet Oftlee)
Penna.
WASHINGTON
County
RESIDENT INHERITANCE TAX APPRAISEMENT
Estate of
MARCELLA BARISAS.';
····D~~~~;~d.
Late of
Ell.SvJORTIi£
Date of Death,~~?§.?~.?.?.9..
Appraisel1lellt Docket Vol.,;..}.?:.
Page,Jn~7 No 63~7.~703 .
Filed in Register's Office,19 .
Amount of tax due,$.
DEPARTMENT OF REVENUE
Received,
Examined and Approved,.
Wrote abo,ut Appra-isement,
Appeal j,.om Appraisement,.
Entered and charged,...
r: