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HomeMy WebLinkAboutOC1971-0247 - ESTATE OF TERRETTIR C C-81 (2-64) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS INHERITANCE TAX DIVISION NOTICE OF FILING OF APPRAISEMENT }ffiS • JOSEPHINE TERRETT I (Executor~ IN YOUR REPLY PLEA8E REFER TO 38-148-4 In Re: Est ate of __ _.:.;FRAN~:!!K~T~ERRE==T-=.T~I ________ _ --....;..._ __ ____jWwA:U.Su;Hu.I~NuGT ... ()..uNill-------County -File No. 63-71-247 Dear Mrs. Terretti, You are hereby notified that the ___ ~o~r:ig~1n=·~a~l~------------- appraisement in the estate of ______ ~F~RA~N~K~T~ERBETT~~~rL--------------------- has been filed in the office of the Register of Wills qf WASHINGTON County on July 26 , 19~. Said appraisement reflects the following valuations: Real Estate ----------------- Personal Property ____ _.l~,l~50~.0~0~------Transfers ________________________ __ Total ----------l~,~J~5~0~.~o~o~--- As to such tax that is paid within three months from date of death, a five (5%) percent discount is allowable. As to any tax that remains unpaid after one year from date of death, interest at the rate of six (5%) percent per annum is charged. Any party in interest who is aggrieved by an appraisement may appeal therefrom as provided by law. Date ____ ~J~ul~y~2=6~·~1~97~1~--------Si~ned '}}la_,{p~) ~ f&~ Title MADELINE FINNEY, APPRAISER I ESTATE INSOLVENT DATE OF DEATH: February 24, 1971 Note: This is not a bill. J .· .. RCC-39 (5-68) COMMONWEALTH OF PENNSYLVANIA TRANSFER INHERITANCE TAX RESIDENT DECEDENT SUMMARY Estate of TERRETTI (Last Name) FRANK (First Name) DATE OF DEATH 2-24.-71 FILE NO. 63-71-247 (lni tial) REPORT OF INHERITANCE TAX APPRAISER I, the undersigned duly appointed Inheritance Tax Appraiser in and for the County of __ W._~_S_H_IN_G~T_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". Dated: ---u.J-wnl~y-.::2=6._,,L-.=:l'-"97_._l,..__ __ _ 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 deduction. Dated: __ J,..;ul-y.__.,2""'6'.J.,_l..,.W..u....l..__ __ _ REGISTER OF WILLS INVENTORY Real Property (Schedule A) Personal Property (Schedule B) Transfers (Schedule C) Joint-Held Property (Schedule E) VALUE AS REPORTED VALUE AS APPRAISED $ $--------~--- TOTAL GROSS ASSETS Less Debts and Deductions (SCHEDULE F) CLEAR VALUE OF ESTATE Valuation of life estates or annuities................... $-------4---- ESTATE TAX ASSESSMENTS $ _______ _,___ FOR USE OF REGISTER ONLY COMPUTATION OF TAX Tax on$ 2% Taxon $------------_,---~0 Taxon$----------~----~ Tax on$ 10% Tax on$ 15% $ ____________ ~----$ ____________ -4 ___ $------------~---$ ____________ ~---- $ ___________ -4---- VALUE AS REAPPRAISED $ ________ ~-- Exemptions * Total Estate-----------+--- TOTAL TAX $--------------L--- (*) As evidenced by Charitable Exemption Certificates issued by the Secretary of Revenue. Less tax previously paid $========4== BALANCE $-----~-- Less 5% of tax if paid within 3 months after death $========= Add interest at rate of 6% from -----to----- AMOUNT OF ESTATE TAX ASSESSED $-------+--- Estate tax paid $ _____ --~. __ BALANCE DUE $ __________ --~. __ _ Add interest at rate of 6% from ----------~10---------$-----------4--- TOTAL TAX BALANCE $ ------+--- PAID $ -----------L--- FOR USE OF REGISTER ONLY ADJUSTMENTS NOTE: Where subsequent adjustments are made to the above computation of tax by the Register of Wills, for proper reason, same should be noted below, with short explanation. Will Administration ! No. IN THE Year ........... . MATTER OF THE APPRAISEMENT OF THE ESTATE OF .. FRANK TERRETTI. Deceased Late of ... ElLSWORTH ............... . County of WASHl.NGTON. Commonwealth of Pennsylvania . REPORT AND APPRAISAL .00 T 1 36g~8 340.00 10.00 1}500.00 12.50 3} 7 1 8 50 T Ov-D .00 T . ,· i I ! I I I I I .DO T 700.00 400JJO so.oo 1Jl50.00S 1718.50- ~ ~ t . , Fonn RCC-2 ":r ~ . DJ;PARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS HARRISBURG, PENNA. 17127 COMMONWEALTH OF PENNSYLVANIA RESIDENT INHERITANCE TAX APPRAISEMENT DATE ............. July .... 2.6., ..... l.97.~ ............................... . COUNTY ..... ~.13..~.~ .. ?~ ............................................ .. FILE NO ... 9..'!r::7~.:?.!±7 ...................................................... . Whereas, .............................................. F.RANK..T.EiiRETTI ...................................................... late of ............................. ELlSWORTH ................................................ . in the County of .......... ~; ..... ; .............. : ...... W..AS..Hl.NGTQN .............................................................. Commonwealth of Pennsylvania, having died on the ......................................... 24th ............. : ....................... day of ............ ~eb:r..'!.@.J."Y. ...................................... 19 ... 7.l .. , seized and possessed of an estate subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania; Therefore, I, .......................... .MADEL.INE .... F..l~ ....................................................... , an appraiser duly appointed according to law, having been designated to make a fair and conscionable appraisement of the said estate, and to assess and fix the cash value of all annuities and life estates growing out of said estate, hereby file the following appraisement: In the event that any future interest in this estate is transferred in possession or enjoyment to collateral heirs of the decedent after the expiration of any estate for life or for years, the Commonwealth hereby expressly reserves the right to appraise and assess transfer inheritance taxes at the lawful collateral rate on any such future interest. Unit Appraisement Description of Asset Values Made for Inheritance Tax Purpous $ PERSONAL: SEE COPY ATTACHED TO APPRAlSEMENT 1,150 po \ ESTATE INSOLVENT l • ; , fonn:v:~h ~: ::%:Oworl1 ·~t;'!:.t"~: ~~ o~~~~ c .. 7~~t~~~:;:~7:~·~~ A praiser ......................................................................................................................... ········································· {Number and Str~en ............................................... 0.~ .............. , Penna. (Post 0 e I ! I I I I I : I I I . WASHINGTON. . OOHOO •••••••••• County '- RESIDENT INHERITANCE TAX APPRAISEMENT Estate of ..... FRANK ... TER.RE.TT.l.. ......... . Deceased. Late of .... EIJ.SWORTH ................................................................... . Date of Death, ............... 2-24-71, ...................................... .. Appraisemel!t Docket Vol., .......... .3.8 ................................... . Page, ··---~~4 ....................... No ... 63.·~·~:7.1~24.7 ............. . Filed in Register's Office, ........ ~.'14.Y. ... ?..~ ..... J9.'7..~ .. . Amount of tax due, $ .................................................................... . DEPARTMENT OF REVENUE Received, Examined and Approved, Wrote abo.ut Appra.isement, Appeal f1'om Appraisement, Entered and charged, li I f .• .......... --,---~--... ·-.••.• -~··· :y--..-....... • ~·. ""«' •• .., -·~·-. --~--------....... ·~--------- WT WILL AND TESTAMENT I, 'frw<O}; .JV.a-?ti' , a legal res.ident of . ,.[)~ (Name of testator) . · (City, town or county) ~ . , United States of America, now in the active military e or dis,H'ict)..L ' service .a.s a ___ (j~ft._ , (Army serial No. 13 1.3/7~7,) ·in the Army (Grade) of the United States, do hert>by make,· publish and declare this instrument as my last '!triLL and 'T.'~s:~1.'l..M:sNT, :~n manner follo~dng: that is to eay: 1. :· her c1J,y-~~;;;.n-~;;J..t. annul' and :.·~vc'~cu 3.:.;_:1_ w4.lle and coiidls by mG at any time2~~~e~~~~:; ~~~:~ d~vis~, ~nd be~~eth.to ~AA, ~~-~~ . • ____ ..t;t:z .. ~& _ --~-j now rc., .. :LI .. g :.r.._~--"7/~/. --'(N~ Zf~~;~ oc-p :l·)pps w.~o ~re to •. in 3dt~ ~·,· h rcl~~~::.ons!lip,if aTiy) ' 1:Gl 1;;;, t:-wn or I} ,e,; J 11 . ~ ' '1 ~ _ ;.<A"--~':.--'-. .<:.--.--:~----------..J... ____ ----··' a rr.y es~o.v~ 8'0~ B...;. or Co/·y\ (c-···a··-. ., u··~ C.-is'r-i-'fJ .':~nU'1'Gr"') i IJ,: _...;v ... v._, .1.. ••• I. --'--' J .\\·. ..... tl the r:co:perty a·" i'ILi.~h : n,a.:r .. ~.ir-:: s"~ ~\.;i" and. :;:ussr·s~ra O.nd-to 'll!l:'.irh I m2.y ho on- titlc:i at the ti:ne u:f my G.,:>r:t;P~;::,, Gf ·,..h:;..:,!:'·.)··'Ye:c· k}.r~. i·:.r .. d ;·at'·.r~, "i:Hi ilhc:.·,::>sot:ver it Illf.l.y' :•-E.-.. ~"i-~1)P.t:i.:x1., be i. t i.~v:ti., 'P'Jl'·~ • ..:H,a:l. I OI mi:-;e<l. a.1_'_ so}}..:.t::ly . r,J :§;:::.tL 3. l hereby n(:mi;J..9.~Y;--c:>o!')~~;-:>.t't.:.-l;e, __ aud.. .. appo:~.r:.t.._h...o_ ·. (:____ _ __ . ' tfl ~:/ of /) ~ ,. · -('IJ.i~~Of ~XCC'Ll'GO!' •• '>lith --4-1''--"'+""------· ~-----~ __ , relat· nship, if any) (G:ty., town or county) :.st::.ts or ci.:.3i::· •;1:) Unit rc. S~:at.;:s cf America, 5.8 T.Y _:;xGcutor ( 2.xrcutrix) ar..O. req~:est t.~1Ci.1i hs ( s!lc) b'c pr:r-m4 ·Vi:c-::J. to servs v.ritho'lt off,,_cic.:.l bond or i~-ithout aur,ty thr::-c:on, 2xccpt as rE.q_'l~csU. ty 1::..\V; 4" .l I:J.o:ceb:·. an thor be and Olll}JOvler _my, ex;;cutor ( exr-cutri.x) in !lis Jher) absoh .. t') d5 sr:-e.ti.on tc. sell: ,:;~ch:mgc, conv-:y, transfer~ &.ssign, C"lvrt~"8.gJ, ple<l.e;o, in····~~J~ GJ.' r:;;i:c .. :ve;:;t. ~he •tJhvlc .. or any part of my roal or pc:::·Eo:utl estate. lT \i!C:f.iWG .,hCR.•r;, r ho.vd l:acg m}t;.;1and and scal_to tj17.s Jl:iY last 4 WILL ;J ,~_,,.,.,.-,-.-·.~ .,, • /fl. --t-, ./ tb. 'l , f' A ! -I.., a111.·. L!J0lhh.:.•;;'.i., a~ ~/1 /r~ / , ., .lS 6 0 a.ay o. 1\,.;;{.,.P~ (:#'lace of c:xccu on-tJ 194_3_. . . . . !1 . -1-1 ----r-+-(:_ ... ...,.<,:......c .::..:a.ft~.-~~-.A.L=·i/:::....:_A.-:.;:::.•.:__( SEAL) ~igna turc of T0s ta tor) Signed, SPalod, published, and declared by the abovP-namDd tr:stator, fvu~\'\, 1" e.v\f<.:·\j i · , t.o · 'Q"' hi.s last. iVILL and TEST.-i~iEHT, in -th_r._ (:~a_mc of t0s ta tor) pr:;,>clco of all of us a.t ono tim0, and at 'the same>. time we, at his r ;qu3st and in '1i~ proscnc:: and in th;" prrs:;nc:-'> of oach other; ha:Jr" h0rnun'iio ;;;1.::.bsr.ribr-:d our narr: ;s ao :.-v·i tncss,:e.,, an.d oo hc:.o0by attest t.o tho sound e.nd disposing re.:..nc.. of said t8st.s.+.o:: and to thf· pr;rfcrm&nct' of the aforesaid acts of ox~cution at C'flrY!P r" (Pl&.c o of Jec:~~~~io; 1 , / , thi~> ~~day of-:,(\.!~;~ ~1-. ·.. , 1-9~~· •. //f a-r;IC/; t/~_t;_.v_:;ft-'"'-1':.;;..././;'-fV!.,.-+-· ---..,-/_~!?.._.tQ.._' .._;.lL-':1 .::!_7 j' 7.7/ {. '/.j ~<--!.:?/?E..-·~-_.;. ~/..Z.¥~ ;:.~ . ~' (r:amc) .. {/ qyrj afd~'itsel livt evt:~ --Yi~~·~~-....:::...~-· ,JJ~~~-1'\-nc...-:~:::......:-~-~9lf~~'(J~L~·(/ ~ .. r"")~:e:.4 ..... _v(f~~M. ~ _,L --~,~. -~ .' '~/-T (1-Jame)~ 0<71 o ,~,~~ ~ - ... -I ..... __.._._._... --·~· .,._ ~---·-----·-·--....... --~· ·-· -----' ·--'• .:'-~·,~-H .. -. ------·-----· -.I \... .. ·----__ .. ---.. r . rl . ~- f:j RC~·I03 l2·6'4) INHERITANCE TAX RETURN FOR IN SOL VENT ESTATES ONLY J COMMONWEALTH OF PENNSYLVANIA DEPARTME~T OF REVENUE BUREAU Ot= COUNTY COLLECTIONS TRANSFER INHERITANCE TAX DIVISION OF RESIDENT DECEDENTS couNTY oF Washington This return must be completed In detail and filed in duplicate, with the Register of Wills in the County where the decedent resided within one year after date of deeth, unless an extension is granted by the Secretary of Revenue. Will Ad .... 19 1 Josephine Terretti f Ellsworth mn . ..,o.___ __ •------'=-:-:-:-..,------------0 -----:-:-:-:---:---------(Name) (Address) Misc. being duly sworn according to law, deposes and says that he is the _ __,E:::.x::.::e=..:c=-u=t:.=r:::=i==x=-=-___,.-------------- late of ---=E=f:;::E~i~~:...::w::-:' ~:....~=..m..::.f~~=-e-g-=at-ee_._e:-:tc~.):---------­of the estate of Frank Terretti (City, Borough, or Township) deceased, and that the whole of the estafe of s~id decedent, who died on February 24, 1971 (Date) consisted of the assets listed below and that allowable debts and deductions exceeded the fair ma~ket value of the assets and no Pennsylvania )"rans}er Inheritance Tax is due . . Sworn and subscrihed befGre me ~........ ..~ ... , tl' the. 14th dilly ;f ·July 19~ ~·~ --.----~ A MUTt') Type or'l~'l[t'l~ric, l en~~T~p:, Washington Co. Department Real EMraie\l1fll;i~siiln Expires· September 3, 1973 ASSETS Estimated· Valuation Property, Jointly ·· · (Attach additional sheets if necessary) Market CAUTION Held Prop. or Description of Asset Value (Do not writ.e Transfers in this space) Personal 1966 Chrysler Sedan ~~00.00 700.CJC> 1964 Ford Pick-up H<1 00.00 JfOO: o o 1958 Tee Nee Trailer ~t 50.00 so. ()() Real None. -0- TOTALS $1,150.00 /, /SO.Od REPORT OF INHERITANCE TAX APPRAISER I, the undersigned duly appointeCl Inheritance Tax Appraiser in and for the above County do respectfully report that I have appraised the real and personal property as reported in the foregoing schedule at the values s t forth opposite eac item in the last column to the right. · • Dated: I Name of Payee Thompson Funeral Home Luketich Memorial Beallsville Cemetary Rev. Armstrong Josephine Terretti Register of Wills DEBTS AND DEDUCTIONS Nature of Claim Burial Expense Monument Burial Lot Services Family Exemption Letters Testamentary TOTALS REPORT OF THE REGISTER OF WILLS Amount Claimed $1,556.00 300.00 340.00 10.00 1,500.00 12.50 $3,718.50 Amount Approved by Register l,s.s:-(p. oo .3oo. oo 3 <f(}. 0 0 ;(). 00 /000 · 00 f 1 .;).__ oo I, the undersigned duly elected Register of Wills in and for the above Co , ectfully report that I have allowed deductions in the amounts set forth in the above schedule as claimed, except where ave set forth a greater or lesser amount in the last column to the right, which greater or lesser amount represents the,\s all ed as a deduction. Date of Approva I: __ r--,....:_ . .....;~=.:.;{.,.....;-_J.L....;../ ____ _ .. ·' I . } .Will )' Admini~~rat_ion No. Year __ ._, . , f ... ~ . ( ' ; \. ~ l . IN THE l; : .MATTER OF THE APPRAISEMENT ...... _ "• I,. • ' ' .. ..:: : •• ' I 0 I \' ·, J••:' :: "";,. .. "("' ••• .. -.-<._, ~ --:... /., ... .. .. ~ '· , ... OF THE ... , • ~ .... ,, ... r ... ,~~ '"'''"' ,, ··~ l· [ ~ \ \ ' . ,,, .,.~I c,. "\.' ESTATE OF ,, If Iff f I •'''' FRANK TERRE'rl'I ... -n Late of -<: _..., ELLSwdRTH-· l>' rn ::::o c.-·--- (./'l n c: c:::· · l C t f ::= ~' ~WAsH:{NGTQltl oun y o _,... ; ---• -;::.:. "' ;-...r.:-,_..., --! ~-~ I -t._..... c~ _......," Commonwei:ilt~f ::P_ennsyl.ii;l:nia 0 ...,..-::_ .... ~ o::=~ ...r:::- I :Z: REP~~A~D AP~;AISAL J. D. COSTA, ESQ. Deceased