HomeMy WebLinkAboutOC1970-1153 - ESTATE OF LEONE,~'~~~~
~:~;-
RCC-43 (5-65)
COMMONWEALTH OF PENNSYLVANIADEPARTME~T OF REVENUE
HARRISBURG
J
NOTE:TO BE SUBMITTED IN TRIPLICATE
Pennsylvania Deportment of Revenue
Bureau of County Collections
26·S.4th Street
Harrisburg,Pennsylvania
Dear Sir:
Pursuant to Section 742,Pennsylvania Inheritance and Estate Tax Act of 1961,
we herewith submit the following report:
CfMRLEROI F~~EPAL Sl~\/Hlf'1S &,OA~JNAMEOFREPORTING1r"•d.ll ·;1 ASSN
FINANCIAL INSTITUTION 1.0.B_,\S~S 1,:1\..'.".","".'-•
ADDRESS C_HI_\t_\~_E_t:·_C!_,...,;P_EI_·J1_·~A_·._l_~'J_:'~....;.::....;·._,-_._
ACCOUNT NO.OF JOINT,
TRUST OR INVESTMENT DEPOSI T---lS~a~.~iW-.I¥:1¥;;s.S-:lJ.liEqe.eee:tew:if·.~t--;i)~£l~61il:ie~£1i------
NAMES ON ACCOUNT
OR INVESTMENT __~lVtt'::=.:s~'L.--SV"",jJloolo]...irw·H~~,.I.II.ool;ill-'JJ;.nU;:fl..JOJ;J;:r:-1J~ro~~~14i1-~-JiFlt:Q,*~g0~O~------
DECEASED JOINT DEPOSITOR,
TRUSTEE OR INVESTOR Iva ..tUl1an Leone
DATE OF DEATH AilgJ.W+'21 -_J.97Q
SURVIVING DEPOSITOR,.,
BENEFICIARY OR INVESTOR '-lifrs.f#prje Fucr>o
\7
TITLE
Msis·t.ant I-tanager
CHARLEROI FEDERAL SAVINGS AND
LOAN ASSOCIATION
RELATIONSHIP TO DECEDENT _......._Dn_ue,.:::.:.;.r.it:..;:EJ..;;;.,r....;o;;.;::.f'....;'~;.::1r:..::::s:.:...-=Le~~one:!!::·:...-_
DATE DEPOSIT OR INVESTMENT
WAS ESTABLISHED ---~Ja.=,~::a:liG;)ea~z:r·'-t#h'j-:11:Y91el'!S-,_
~,~~~~~ED~~~LOU~~EGA~NHT~_R_ES_T_"'""'".......6-.3J......i ."",$7~,·_4::O"'---:._~~1..;.1..;../.r...;.J,J-t~t _
#I~~1 ~)1/7,'If ~/&1./)5'
5';,'.IJ~:f f.'!{
....- ;...~,-,Jo.
RCC--l-3411-69)
COMMONWEALTH OFPENNsY.LVANIA
,_DEPARTMENT OF REVENUE
BUREAU OF COUNTY COLLECTIONS
INHERITANCE TAX DIVISION
OFFICIAL NOTICE OF INHERITANCE TAXAPPRAISEME~'T AND'ASSESSMENT OF
ASSETS NOT SUBJECT TO ADMINISTRATION
TO:---li;w;~"illi..."....,MPfdil~¥'Fii:li:ll&f--'ii'F-i:la!eaea09-----
716 Libtrty Avenue
Date:Oetel#s:;?13#1990
County Wa$b~ngt~
County File No ....5%-/02-/-;{J
Bureau File No.(03 -70 -//53
We have received notice'tha~~
on A.ugust;u.19 7q you came into ownership of certain property through XOO*,XJQJb~{OCX1~1))~
~m!XJt~WDJmtwcJbgw~mrxx transfer from MRS.LIIJ..IAN LEONE,deceased .'
Under the Inheritance and Estate Tax Laws of the Commonwealth of Pennsylvania such transfers are taxable
and the liability for the payment of the inheritance tax due is imposed upon you,as transferee.
The p.ropertyon which taxis hereby assessed consists of:Jt+SAYings ACcount.{J1618S..helt1 in
Charl$l"oi Federal Savings an<1 LQ8Jl A$sn.,or CWlero1.Charlevoi Offioe.-
appraised by t:he Commonwealth,as of the datedf death,at $S,6%,$7
50 %of this amount is taxable at the rate of 6 %
ORIG,INAL ASSESSMENT
DATE OF ASSESSMENT
TAXABLE AMOUNT
lESS:ALLOWED DEBTS
NET TAXAB.LE AMOUNT
AMOUNT OF TAXDUE
o If you pay the above amount within three (3)months
of the date of death of the decedent,or on or
beforeNo",.ber21 19 'W you may deduct a
discount of 5%of the amount of tax due,or
D This tax became delinquent,fifteen (15)months
1.:-after the date of death and,in addition to the
tax,statutory interest at the rate of 6%of the
tax per annum isalso due as of*_
19__in the amount o.f
*H the tax is not paid by the above date ,addHional
interest is due at the rate of 6%per annum unti I
paid
TOTAL AMOUNT DUE $
___~~tE.1 _
---'-------
i AMENDED ASSESSMENT
'.
$--------
$-================
APPRAI SED BY:......i4~~-!:::::A~~~=----:--ASSESSED BY:_
(Agent for the Commonwealth)
INSTRUCTIONS TO TAXPAYERS
To insure proper credit to your account
thiS Official Notice must accompany
your payment.Mai I or bring it to:
CuU;,~T HO JSE
WASHINGTuN,PENNA.153\1.
"'"'...If you have already paid this tax to an executor,administrator,attorney or other personal representative of ;~,
decedent for forwarding to the Commonwealth,list below the date paid,name and address of the person to whom
you made payment,their official title and the amount.,'""'.
Date Paid Name and Address of Payee Official Title Amount Paid
Under certain circumstances,if,after the date of death of the decedent,you personally paid funeral expenses
or other just debts of the decedent,with funds derived from the property herein taxed,such amounts expended
by you may qualify as deductions against the gross value of the property in the computation of tax due.If any
such expenditures meet all of the three following tests,it is recommended that you itemize the payments below,
execute the affidavit,and return this notice.The .Register of Wills will examine the debts claimed and allow
those which he determines to be proper.The tax will then be recomputed and you will receive an amended
assessment of tax.
THE THREE TESTS WHICH MUST BE MET ARE THAT:
1 -You were personally legally responsible for these debts,and
2-You actually paid these debts out of the account or property described above and can furnish proof
of such payment,if required,and
3-These same debts are not also claimed,for tax purposes,by an executor,administrator or other
personal representative of the decedent handling the administration of the general estate of the
decedent or any other transferee.
SCHEDULE OF DEBTS
Date Paid Name of Payee Description of Obligation Amount Paid
TOTAL $
(attach separate sheet if reqUIred)
COMMONWEALTH OF PENNSYLVANIA)
COUNTY Of _
SS:
.;;':
I,the undet;~.ig~ed,:".,a~lyel~ct~d Register of Wills in and ~or the above CO~~;y,do respectfully report th,ci~";;.'.;'"
have allowed deduc:tions listed ab'ove in the total amount of $..'
I,hereby certify that the foregoing is a just and true statement of
funeral expenses and other debts of the decedent,,for which I
was legally responsible and which I did payout of the property herein taxed.I further certify,thelt fotff,
~::tp::p:~e:~owIedge ond belief,these some debts will nat be ciaime d by any ath..per:o~,fa',~~~c...",1,.'
...,\-..."',".~:~",.';"~;;.'~,(i ....'..-:-.":-'~p :l}:>..;'.~<'~
SWORN AND SUB~S7~J:~P ~~FOR~t~F,THIS ~A;r:';}?~'\~f~~~'?~ti1,,:-'~J;,,'i""'~:~i .:~~';M:\flZ~~;/,f1\1~-''i4f;,,}Si gnature of Taxpayer.
'F In ,i:,;C~.'~···>""REPORT OF REGISTER O~'~n_LSt'"":,'
D'ate of Approval:_
Register of Wills
·-
RCC-43 (5-65)
COMMONWEALIH"OF.PENNSYLVANIA RECEtYEO
DEPARTMENT OF ~EVENUE COUHr~~fAU or
HARRISBURG t,OLt£:':!iONS
SEf 3 3 ltJ f~70
TITLE
Asst.,Se •
NOTE:TO BE SUBMITTED IN TRIPLICATE
Pennsylvania Department of Revenue
Bureau of County Collections
26 S.4th Street
Harrisburg,Pennsylvania
DetJr Sir:
Pursuant to Section 742,Pennsylvania Inheritance and Estate Tax Act of 1961,
we herewith submit the following report:.
NAME OF REPORTING
FINANCIAL INSTITUTION PITTSBURGH NA'fIOOAtBAJIK ..CHARLEROI OFFICE
ADDRESS CP~LEROI,PA.1,022
ACCOUNT NO.OF JOINT,
TRUST OR INVESTMENT DEPOSIT (Checking)4..171639
NAMES ON ACCOUNT
OR INVESTMENT Mrs"T,i1Jian TeOAe or Mrs Mari,Q Fuoco
DECEASED JOINT DEPOSITOR,/
TRUSTEE OR INVESTOR ~Mr=·=s=.-=L=i=11=i=an=.-=L~e::;on~e~_....;L-/=-_
ADDRESS__~_7_16__Li_b_er_t...:~_Av;_e_•..:...,_N_o_rt_h_Ch_s_r1e:..:...:.1"_01:..:",:.........:Pa:..:._.1::::5:..:0..:.22=-__~_
DATE OF DEATH 8...21.-·70
SURVIVING DEPOSITOR,
BENEFICIARY OR INVESTOR __...&;M;&,L;r_:s.~Ma;::r.jrL,;,.oli;.Cle..,;iiF~-ULUQC,""O,L..~_
.....--..-\
ADDRESS 716 Liberty Ave.,North <Mrleroi.Pat 1,022
L
RELATIONSHIP TO DECEDENT --=Da:=;u=gh.;.;;.;t=e~r----------
DATE DEPOSIT OR INVESTMENTWASESTABLISHED 1_1....;....3~0_..6_6_--:--""/,7 _
BALANCE,INCLUDING INTEREST
DUE,AT DATE OF DEATH $-6S=8...;,..-.;...76-------?-+---f-~----
b (i;/j :<7',]j //1.7{,
5~:&~,-,CJf
I ,,----------:------------------~-------------------
RCC",J34 (\-69)
CPMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF COUNTY COLLECTIONS
INHERITANCE TAX DIVISION
TO:MRS.MARIE FUOCO
116 LIIERTY AVENUE
OFFICIAL NOllCE OF INHERITANCE TAX,cAPPRAISEMENTANDASSESSMENT OF
ASSETS NOT SUBJECT TO ADMINISTRATION
Date:_......:S......:•.-:..p1:-=.e.:..;m.:..;b:..:e:..=,r_=.16.=.....r-'-::1:.:,9....::...70.=...··__
County W_a..::..8h.;.;.i......:n~g~:t......:o......:n _
CHAI\tEROI~'PENNSYLVANIA County File No.~----
Bureau File No.03 -20-I/S3
We have ,received notice that;~~~~~XXXXX~~~
on ~t?-~ameintoownershiP of certain proJ?ertt.thro'!.~.·'•'.U ..'.D...'transfer from,MRS.LILLIANJ..tiO ,deceased•.
Under the Inheritance and Estate Tax Laws of the Commonwealth of Pennsylvania such transfers are taxable
and the liabiHty for the payment of the inheritance tax due is imposed upon you,as transferee .
.The.property O,n 'which tax is ~ereby assessed co~sists of:Jt.Checking Account 14-111639,held
iii the 'PITTSBURCH NATIONAL BANK t ;CHARLEROI'OFFICE,:CHARLEROI,.PE~NSYL"ANIA.
III tile names of MRs •LILLIAN LEON!:or)JRS.~fARIE FUOCO il opened.11...30.66..;'-
.Balance aa otdate of death;$658'.76 ..'.
appraised by the Commonwealth,as of the date of death,at $658..'16
50 %of this amount is taxable at the rate of 6 %
ORIGINAL ASSESSMENT AMENDED ASSESSMENT
DATE OF ASSESSMENT
TAXABLE AMOUNT
LESS:ALLOWED DEBTS
NET TAXABLE AMOUNT
329.38$--------$--------
AMOUNT OF TAX DUE 1!h16
o If you pay the above amount within three (3)months
of the date of death of the decedent,or on or
before Nov.21 19 70 you may deduct a
discount of 5%of the amount of tax due,or -.99-,----------
D This tax became delinquent,fifteen (15)mon:ths
after the date of death and,in addition to the
tax,statutory interest at the rate of 6%of .the
tax per annum is also due as of * _
19__in the amount of
*If the tax is not paid by the above date additional
interest is due at the rate of 6%per annum until
paid
$=================
(Agent for the Commonwealth)
$
ASSESSED BY:_
INSTRUCTIONS TO TAXPAYERS
Make checks or money orders payable to:
~//7C
~~d~/.-Y7cJ
~.//./;~~7':>
To insure proper cred it to your account
thiS Official Notice must accompany
your payment.Mai I or bring it to:
_....,,!:0 "i}.~MJ NWEAlTH
C~;UilT HOJSE,
\'ASHL~1~N,PENt4A.16301
If you have already paid this tax to an executor,administrator,attorney or other personal representative of t~
decedent for forwarding to the Commonwealth,list below the date paid,name and address of the person to whom,
you made payment,their official title and the amount.',.1.,;>--
Date Paid Name and Address of Payee Official Title Amount Paid
SS:
Under certain circumstances,if,after the date of death of the decedent,you personally paid funeral expenses
or other just debts of the decedent,with funds derived from the property herein taxed,such amounts expended
by you may qualify as deductions against the gross value of the property in the computation of tax due.If any
such expenditures meet all of the three following tests,it is recommended that you itemize the payments below,
execute the affidavit,and return this notice.The Register of Wills will examine the debts claimed and allow
those which he determines to be proper.The tax will then be recomputed and you will receive an amended
assessment of tax.
THE THREE TESTS WHICH MUST BE MET ARE THAT:
1 -You were personally legally responsible for these debts,and
2•You actually paid these debts out of the account or property described above and can furnish proof
of such payment,if required,and
3 -These same debts are not also claimed,for tax purposes,by an executor,administrator or other
personal representative of the decedent handl ing the admin istration of the general estate of the
decedent or any other transferee.
SCHEDULE OF DEBTS
Date Paid Name of Payee Description of Obligation Amount Paid
TOTAL $
(attach separate sheet if requ ired)
COMMONWEALTH OF PENNSYLVANIA)
COUNTY Of _
I,hereby certify that the foregoing is a just and true statement of
funeral expenses and other debts of the decedent,,for which I
was legally responsible and which I did payout of the property herein taxed.I further certify,that to the
best of my knowledge and belief,these same debts will not be claimed by any other person,for inheritance
tax purposes.
SWORN AND SUBSCRIBED BEFORE ME THIS DAY OF
19_.
Signature of Taxpayer
REPORT OF REGISTER OF WILLS
I,the undersigned,duly elected Register of Wills in and for the above county,do respectfully report that I
have allowed deductions listed above in the total amount of $--------0
Date of Approval:_
Register of Wi lis
Fonn RCC-2
DEPARTMENT OF REVENUE
BuREAU OF COUNTY COLLECTIONS
HARRISBURG.PENNA.17 127
COMMONWEALTH OF PENNSYLVANIA
RESIDENT INHERITANCE TAX
APPRAISEMENT
DATE NQ.y.~.ml?.~.r.74...,l~.79.
COUNTY Washington..........................................................................................
FILE NO•........§.~.:.?.Q.:J.!.§.J .
Whereas,Mr.s...f L.illi.a.n.....t.&Q.n~late of N..~9.h.~.r.;I.,~.r.9J .
in the County of W~.~h~n.g~.9n Commonwealth of Pennsylvania,having died on
the 21 s.t day of AUgus..t 19 7.0,seized and possessed of an estate
subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania;
Therefore,I,...................W.•.R.k......C.ha..ne.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 AppraisementDescriptionofAssetValuesMadeforInheritance
Tax Purpoles
$
JT.HELD:.-
Jt.Savings Account #16185.held in the I
CHARLEROI FEDERAL SAVINGS AND LOAN ASSOCIATION I
i
OF CHARLEROI,CHARLEROI OFFICE,CHARLEROI,
ILILLIANPENNSYLVANIA.In the names of MRS.i
LEONE or MARIE FUCCO.Opend,1-4-68.Balance
as of date of death.$5.634.87.(One half taxable)2.817 44
,Jt.Checkin£Account #4-177639.held in the
I PI Kl..H NAT IllNAT.RANK ~HART.F.ROI OFFTCE.,
CHARLEROI.PENNSYLVANIA.In the names of MRS.
LILlIAN LEONE or MRS.MARIE FUCCO.Onendd.
11-30-66.Balance as of date of dea~h.$658.76.329 38
"..;'
..
-..
. ,
1'"-
Total 3,146 82
form~v~~hb~:::~b~w<>l"ll:.z~~~'~a~o~a:~~~:e~t~e 1~2~~..,....._................................................~<
App ser
@~~;g:'=?":;i,;:;~.
(Post Ofllee)
WASHINGTON...........................................................................County
RESIDENT INHERITANCE TAX APPRAISEMENT
Estate of
.......LILLIAN...LE.ONE.....
Deceased.
Late of
N.CHARLEROI
Date of Death,~.':1.~:t1..~.~21,-1970AppraisemeiltDocketVol,..,.
OJ ••••••••••••••••••••••••••••••••••••••••••••••••••••••
Page,.....................No.63-70-1153................................................
Filed in Register's Office,Nov.•.......24..,.19 7.Q .
Amount of tax due,$~: .
DEPARTMENT OF REVENUE ~'
."'
'0
Received,~
....
.,)
Examined and Approved,..,..
Wrote abo.ut Appra.isement,
Appeal ft-om Appraisement,.
Entered and charged,.
"
.f
I l
JFonnNo.RCC-62 (12-66)THIS FORM REQUIRED IN ALL ESTATES WITH GROSS ASSETS UNDER $10,000.UNDER SECTION 701 OF ACT OF JUNE 16.1961.
EFFECjJVE .JANUARY 1.1962.(FILE IN DUPUCATE WITH COPY OF WILL ATTACHED)
/I >'..~3 ZP--/«.:J-:3 .f'(,it ,J.dOFFICE ~F THE RE~IS~E'R Q~"WiLus 1[<','""',""",;)0,."
J [i.\..i[-,-LL'c ,.~..r ,r.'WASftINGTON~.>1",Ii ('d ,f II-.,'-..1 '.~l.,,1 ,,_County of , . , , , , ,,. , . ,'':1 ' .~, , , , ,•'1:" \'_.<.,_..L ,l;(J .
.,.,,.,,.~~n:,~QQCP,,,,.,,,',,,,..' ,,,,,,,.,,..or'XU:Jt~'J':t.Y.,~Yfl!.Jlq,•.NQrth..Charleroi."l?a.,
(,'..-,(~~e~<,'\..\1-,.[!,1.:'~,.,J..(,~l((Addr,esah J 1f(.L •.1
being·duly ~_~~~!1:.~.aiccording to 'l~,clep0ges and sa}'S 'tha~e-is'the __~_~"__~~~g,lxt~~--~Ll-lnt'-QP..m~'tL-c .
.(Exec.,Adm.,Legatee,Etc.)
of the estate of !-J!!~~~~~~~~_:~_~:__l__:::C':!whose Iast~esiden:celwas(.lJ,,~_J!,_i:Q~r:tY..-~.Ay~JJJ:~.:L--:-~~~-~-~~----~--
"...,1 (, •J_':-o .,'f,';,1 ~'--[·.~.l __c..'"(I;"'''?i)",,[.f.",Street)1 ~,(c..1
__~~!'!E ~~~_~_!~~~~_,R~!.:_t_~.deceased}nd thh the whole'of the:estate 'of sa{d decedent',"who died __~_\.:l,gy§:t-_-allil-9.7.0 [i
v L.•L.(Ci_tY~~orough or Township)'..-1 "j • \1 •L G <'.'(i (Ijat,e),I[(~.
consisted of:
::.\..
t..L."L..1 c J 'REAL ;PROPERTY~L..'L.t._'J .J
REAI>.,J;>ROPERTY IN PENNSYLVANIA.;WITH St.MEMENT.OF M9R'l'GAGE ENClIMBRANeES lll'P,ON •EACH PARCEL 'AT :DEATH OF DECEDENT.
WHEREPROPERTY HELD AS JOINT TENANT OR TENANCY BY ENTIRETIES,GIVE NAMES.ADDRESSES AND RELATIONSHIP OF OTHER OWNERS.
.'-..l_\~c.'-
Real Estate
None
Personal Properly
None
,'J
Estimated
Value
.~L 1
Ii
__~-,-_,-,'_+-'_',-,'_..;;~..;;J,-,,''.I
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 letter/~must be signed by a responsible officer of the financial
institution or mortgage holder and indicate ylearlyamounts of principal and interest in the decedent's
account at the date of death and the type of account I account number and the exact name or names in
which the account is registered.
r~'-
Jointly Held Property Estimated
Value ~_.,
Charleroi Fed.Savings and Loan Assn.AQ~t.#16l85 in nam,s Qf Lillian Leone
or Marie FUOC,O ~Bal..,~:lo.:J'+.87,1/2 taxabJ.e -po;-8J (1/,;).,9'70
t~(J,...IJ.,,,',\I c~l~-l,,\.1.,~
Plttsbur~h National Bank,Charl.eroJ.,Checking Account #4-177639,in ~~of
Mrs.LillJ.aB:,Leone or....Mrs.Marie Fuoco,:Bal.$658.76,1/2 taxable =.AltPJ/!.,(i./;]9 329.38.,
\ 1
4,250.00va.Lue on aate ot aeath :;i8,5UU;l./2 taxable =~1.18 ~
//1/tJ'..,.
Lot 5 Theo.J.A~len~Addn.,Borougm,of North Charleroi,improved~with 2 story ~--=====-=---r-~--=------r--------"~~~~~~frame house and garage,J.n names of Lillian Leome and Marie A.Fuoco,as
joint,te~illnts ,with right of survivorship,per Deed Book 1258,pagecl143-,:J'-J.
52 shares American Telephone &Telegraph Common,C986876,C986875,Value
on date of death @ 4S per share $2340.00;1/2 taxable =
4 Warrants of Amer.Tel.&Tel.9056-7885,@ $8.00,$32.00;1/2 taxable =16.00
Q '172 ';I')
Transfers within TWO YEARS Prior to Death
None.
,I
~
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:-
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
- ( j
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
Marie Fuoco ~VAS .11')in....-
J16 Liberty Avenue
..............••_.............,eel.
-
--
,:;I'll
.....
RESI,DENT DECEDENT DEBTS AND DEDUCTIONS CLAIMEDN,;er~E'List first five items in the spaces so provided;observe notations thereon,and instructions
~/DEBT OR CLAIM
Slezak Funeral Home,
NATURE OF SAME AMOUNT THIS"COLUMN
KEGISTER ONLY
Funeral expenses paid inc.Cemetery &Pri.~t,1681 00 $
Familyexemption (will not be allowed unless
decedent died residing with a spouse or children.)
Administration Expenses *
Counsel fees *
Fiduciary commission *
OTHER DEBTS AND'CLAIMS
(*)See Note below
Charleroi Federal Savings Debt of Decedent,
and Loan Assn.,Loan #111+6,
301+9 09
Charleroi Fed.S.&Loan,
Quinet Monument Co.,
...:
Charleroi-Mon.Hospital,:
-Dorothy i.Sowden,Tax Coll.
Malcolm L.Morgan,Co.Treas.,
West Penn Power Co.,
Authority of Borough of
Charleroi,
Interest on above loan,15 25
Lettering on stone,35 00...
~
Bill of decedent,7 68
1970 School and Borough Taxes,211 02
1970 County Tax,51 13
Bill of decedent,18 51
Iiill of decedent,31 30
--IvaTotal
Having been duly svMYnCQmm-~~ntg.;la\.v~3l~~f~\·e\91~ertifYthat the above appraisement is made in conformity with law on this
................./..~~......dayOf .....N·~[iJ:·/)·...(o·1193·~__.,(J
............0·····'--"~~·y·t·······.~~....
In the event that any future interest in this estate is transferred in possession 01'enjoyment to collateral heirs of the decedent after the
expiration 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.
.J··/n~~iitform~t
Marie Fuoco ~........................day of ...Np.v~JlllJ.er.,...'".,197.Q.7.1.6 Lib t AcflJ/7/~~·61r.y..~enue,.
........~.......:..~.........North Char;::;:,::~ber)
RENA F.HIRSCH,Notary Public .
t P (City or Town and State).BOliara B~r9l!gb,W-,sh;ngtrlO Caun y.a.
\"ft ,.I ;
.'I _!YO 99.tit
Note:'T.he estat~agIees to advise the Register of Wills if the amount actually paid in settlement of any fee,commission or debt is greater
,'J C'!'less than the estimated amount claimed and allowed..."".....~
:8 b ··b d .'d"t b f thO ~teDuSCI'!~.an sworn 0 e ore me IS .....•..•.....•..••..•
.REPORT OF THE REGISTER OF WILLS
I,the undersigned duly elected Register of Wills in and for...W.~....County,Pennsylvania,do respectfully
report that I have allowed debts and deductions in the amounts claimed by deponent,exSept 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:jO-.-:.C.1.-:.'J..d .
Register of Wills
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FOllll No,RCC,62 (12-66)
W-ill l "Administration SNo..--:.....;...'.Year .....
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.'-1 v LILLIAN :LEONE......................................_-,..
Deceased .
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County of ..~W~~.l1~~g~Q~.
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Commonwealth of Pennsylvania '
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Arnold W.Hirsch,Esq.,
Donora,Pennsylvania.
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RCC-SI (2-64)
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF COUNTY COLLECTIONS
INHERITANCE TAX DIVISION
NOTICE OF FILING OF APPRAISEMENT
Marie Fuoco-Incormant
IN YOUR REPLY PLEA8E
REFER TO
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In Re:Est a te of__-=L""i....11===i"""a...n:....::L:.:e::..l:o~n=.:::e::..-_
____.......,,\'J,....a~sh~l~·n~g~t~o~no...-County - F He No.63-70-1153
Dear Hrs.Fuoco,
You are hereby notified that the __~o~r~i~g~i~na==l~_
appraisement in the estate of ~L~i=l=l=i~a=n~L~e~o=n~e~__
has been filed in the office of the Register of Wills qf Washington
County on December 14 ,19~.Said appraisement reflects the
following valuations:
Jt.Hd.~_-'--_-'9~,...::::.8:7.!..:::3:....:...3~2:.-_
Personal Property __
Transfers _
Tota1 ---"-9.s.;.$7~3"_'.L..3~2::..-_
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 __---LDJ.l:e;l.l;c;.t:.e::ullJ:ubJ.te::.lr;.:......]I"L1HI,~]L.:9;z.,':j.~O.J.--__Signed
Title
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V'V'.R.CHA1YJEY,CHIEF APPRAISER
DATE OF DEATH:August 21,1970
Note:This is not a bill.
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RCC-39 (5-68)
COMMONWEALTH OF PENNSYLVANIA
TRANSFER INHERITANCE TAX
RESIDENT DECEDENT
SUMMARY
Estate of T,eone
(Last Name)
T,i1 J ian
(First Name)(Initial)
DATE OF DEATH_.::...8---=2:=.1-~7....::.0_FILENO.63-70-1153
Dated:_--=1=2'---=14:I...--!7....::0:..--_
REPORT OF INHERITANCE TAX APPRAISER
I,the undersigned duly appointed Inheritance Tax Appraiser in and for the County of__W_a_s_h_i_n.."gt"--o_n-'--_
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".
J;,Kf/14.~INHERi~PPRAltER {/
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,exce t as to those items where a greater or
lesser amount is set forth in the last column to the right in Schedule "F",whic greate or lesser amount represents the sum
allowed as a deduction.~4A A'_~
Dated:12-lL.-70 /4 ~U/(J
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)
CLEAR VALUE OF ESTATE
Valuation of life estates or
VALUE AS REPORTED VALUE AS APPRAISED
$$-------1--
VALUE AS REAPPRAISED
$-------+--
FOR USE OF REGISTER ONLY
Tax on $-------:-::=~-:::-:c-2%
Tax on $4773 34 @
Tax on $5%
Tax on $10%
Tuoo$1~
Exemptions *
Total Estate --1-__
TOTAL TAX
COMPUTATION OF TAX
$------..,,=-r---+....-=--
$2;,:,;~8::...:._6+4::!:..:O:.....--
$---------+--
$---------+--
$--------1--
$__---:---.1.__
(*)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 $--J
AMOUNT OF ESTATE TAX ASSESSED $--~------1L-
Estate tax paid $-JL-
BALANCE DUE $---_---'~
Add interest at rate of 6%from
------Ito----$----~t=TOTAL TAX BALANCE $---------1'PAID $-1
FOR USE OF REGISTER ONLY ADJUSTMENTS
NOTE:Where subsequent adjustments are made to the above computation of tax by the Register of Wills,for proper reason,
same should be noted below,with short explanation.
Will
Administration (No.
IN THE
Year ..
MATTER OF THE APPRAISEMENT
OF THE
ESTATE OF
LILLIAN LEONE
Deceased
Late of.......CHAIU.F..ROI ..
County of .......WASHINO'1'ON
Commonwealth of Pennsylvania
REPORT AND APPRAISAL
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Form.RCC-2/December 14 1970,COMMONWEALTH OF PENNSYLVANIA DATE ....................................................".....................................DEPARTMENT or.REVENUE RESIDENT INHERITANCE TAX COUNTY ...........w.a.$..bjngt.P..r.!..................................BUREAU OF COUNTY COLLECTIONS
HARRISBURG,PENNA.17127 APPRAISEMENT FILE NO.........9..?::.7.9..::;h+.2?..........................................
I
Whereas,.........................................Lillian...Leo.ne...............................................................late of ..............C.barler.o.i................................................................
in the County of ................................................Wasbingt.on.....................................................Commonwealth of Pennsylvania,having died on
the .............................................?+.~t.....................................day of ..............Agg~.~t............................................19..79...,seized and possessed of an estate
subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania;
Therefore,I,vlJ.R.CHANEY 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 Ufe or for years,the Commonwealth hereby expressly reserves the right to appraise and assess transferinheritancetaxesatthelawfulcollateralrateonanysuchfutureinterest.
Unit AppraisementDescriptionofAssetValuasMadeforInheritance
Tax Purpoles
I
$
.Y J'.fRT.n•.11 1\1'
See ~nnv ~.j..+~~l,..ed tn annraisement q 871 112
Total 9.871 112
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AppraIser
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I'lASHINGTON County
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RESIDENT INHERITANCE TAX APPRAISEMENT
Estate of
LILLIAN LEONE..
Deceased.
Late of
CHARLEROI.,..,..
Date of Death,$'::~J~7.Q ..
Appraisemel!t Docket Vol.,J..t..
Page,./,d.,./~O'z!"No ~.~.~7q.':::~.~?.?...
Filed in Register's Office,p..~.G JJ..L J9 7.Q.
Amount of tax due,$.
DEPARTMENT OF REVENUE
Received,
Examined and Approved,.
Wrote abo.ut Appraisement,
Appeal f1'om Appraisement,.
Entered and charged,..
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