HomeMy WebLinkAboutOC1971-0267 - ESTATE OF CAPUTO:::-
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IN THE COURT OF COMMON PLEAS OF WASHINGTON COUNTY, PENNSYLVANIA
ORPHANS' COURT DIVISION
ESTATE OF:
ERNEST CAPUTO, Deceased
DECREE
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No.
AND NOW, --+~r· ~~Akke~~~~~~L~<7~-' 1971, upon consideration
of the Petition hereto attached, distribution of the personal o-.~; .
property of which Ernest Caputo died possessed, which are identified
below are ORDERED AND DECREED TO BE AWARDED AND. DISTR.IBUTED~.TO
FLORENCE SIMPSON.
(1) Check of Industrial Gasket & Shim Co.,
Inc. dated January 22, 1971 $ 97.37
(2) Check of Industrial Gasket & Shim Co.,
Inc. dated January 29, 1971 16.19
(3) Check of Industrial Gasket & Shim Co.,
Inc. dated February 9, 1971 78.00
(4) Check of Industrial Gasket & Shim Co.,
Inc. dated February 9, 1971 1,836.00
TOTAL $ 2 1 02 7 o 56
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IN THE COURT OF COMMON PLEAS OF WASHINGTON COUNTY, PENNSYLVANIA
ORPHANS' COURT DIVISION
ESTATE OF:
No.
ERNEST CAPUTO, Deceased
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PETITION TO SETTLE SMALL ESTATE
The Petition of Florence Simpson respectfully repre-
sents:
• 1. ·The decedent, Ernest Caputo, died January 3 0, 1971
a resident of canton Township, Washington County, Pennsylvania.
2. Your Petitioner, whose address is Box 294, R. D. #5,
(Canton Township), Washington, Pennsylvania, is the daughter of the
decedent, and on the date of decedent's death he was a part of the
household of Petitioner.
3. Decedent died intestate.
4. Decedent was survived by Two (2) children as his
sole intestate heirs. Aside from Petitioner, the other child is
a son, George Caputo, whose address is 1329 Borgstrom Avenue,
Ypsilanti, Michigan.
5. The person entitled to the family exemption is
Florence Simpson, Petitioner.
6. Decedent left no real estate, and the following
items of personal property:
Check of Industrial Gasket & Shim Co.,
Inc. dated January 22, 1971
Check of Industrial Gasket & Shim Co.,
Inc. dated January 29, 1971
$ 97.37
16.19
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Check of Industrial Gasket & Shim Co.,
Inc. dated February 9, 1971 $ 78.00
Check of Industrial Gasket & Shim Co.,
Inc. dated February 9, 1971 1,836.00
TOTAL $ 2 1 02 7 o 56
7. There are no creditors of the estate. Petitioner
has paid Robert Gordon Funeral Home for the funeral bill in the
amount of One Thousand Six Hundred Three and 10/100 ($1,603.10)
Dollars, which was paid on February 19, 1971.
WHEREFORE, Petitioner prays that your Honorable Court
direct distribution of the aforesaid Four (4) checks to Petitioner.
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF WASHINGTON
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Before me, the·undersigned authority, personally ap-
peared FLORENCE SIMPSON, who being duly sworn according to law,
deposes and says that the facts set forth in the foregoing
Petition are true and correct to the best of her knowledge,
information and belief.
Sworn to and subscribed
before me this e f::;#
day of ~~ , 1971.
~-
Notary Public
NOTARY PUBLIC
WASHINGTON, WASHINGTON CO. PENNA.
MY COMMISSION EXPIRES MAY 26, 197S
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IN THE , .. COJJRT. .. OF .COMMON ... PLE.AS.
OF WASHINGTON COUNTY, PENNA ..
ORPHANS' COURT DIVISION
No· ~ 3 --/ ) -.:1 ~ 7
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IN RE:
ESTATE OF ERNEST CAPUTO,
Deceased.
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PETITION TO SETTLE
.SMALL ESTATE AND DECREE
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GOLDFARB AND GOLDFARB
ATTORNEYS AT LAW
9 COURT SQUARE ARCADE
WASHINGTON. PA.
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RCC•43 (5-65)
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE ..
HARRISBURG
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:
NAME OF REPORTING PlttabQrsb llational Bank• Waeld.rl&ton Weet Oft.lce 81
FINANCIAL INSTITUTION-----------------
ADDRESS 201 leftenGD A'¥'t. 1faeb1ngt,on.,. Perana. 1S301
ACCOUNT NO. OF JOINT, . , . · · ·.
TRUST OR INVESTMENT DEPOSIT 8avl4;s Acc0Ul4t 81.-2133632 .
NAMES ON ACCOUNT ll:ralet oaputotitf1~ S1~80D OR INVESTMENT ~-. . . .-.· . .. . De~~t~~~~oci~~~vE:S~~~o_R_, ___ ·~--_-. ....;...:~~· a_apu ____ w __ V~· _ .. __ /_·_· .............. _, .;...___, J~
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ADDRESS a. ·D •.. S Boa 29k . Waa~on, PenM. 1$301
DATEOFDEATH ___ l_·~ ___ n _____ ~--------~~---
SURVIVING DEPOSITOR,
. BENEFICIARY OR INVESTOR __ r._l_~re_· _noe_·_siapa_·_. co _________ _
ADDRESS _____ ·R_~_D_._S_._a-__ 2~~---U_P_.~_~_ .• ~_:t_c __ ,_"_e~_._._lS_~_l_~-----
ctaugbter RELATIONSHIP TO DECEDENT ____ ...::"';,;;,:.···...::'·...;.;..".::....; _'_·· ...__ ____ ...;.._ ____ .;....__ __
DATE DEPOSIT OR lNVI;STMENT ~
WAS ESTABLISHED SJ. -'. ~
BALANCE, INCLUDING INTEREST · ·· . · /' ·
DUE, AT DATE OF DEATfr$ .. ··-;v ~:.i( ,i~~"-~~.~~Ot, , ',1·:: ,, .
t /'& . 6(J ~ 0, ;-,) b' dJ ' 1t J I. .)(, ]..._ ' ~-_Q~,...._, Aeeilltililt Culliel'
J t1fo ~~. __ . '0 /, :;-J! ' 'SigribtUie • TITLE
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R c c-134 11-69)
coMMONWE~L TH"of PENNSYLVANIA ·
,,-DEPARTMENT OF RE'LE'NUE, 'L
BUREAU OF COUNTY COLLECTIONS
INHERITANCE TAX DIVISION
OFFICIAL NOTICE OF INHERITANCE TAX
APPRAISEMENT AND ASSESSMENT OF
ASSETS NOT SUBJECT TO ADMINISTRATION
TO: F:bOru;NGi !HUPS®
R.D. # 5 BOX 294
J.iASHTNQTON, PEtilWWI.VANTA 15Jffi
Date: Fehrnaey 9,. 1971
County 1iAf:3i!TNG'rON
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 property on which tax is hereby assessed consists of: Jt. Savings Account #$7-2133632 held in
the PITTSBURGH NATlOlJAt g:1NK, \•i.lmHU!GTON OFFICE; \>J/V~HINGTON, PENNSYLV!JUA • In the names
of ERNr"ST CAPUTO IN TRUST FOR FLOHENCE S!HPSON, Opened 9-2o-68 Balance as of date of
appraised by the Commonwealth, as of the date of death, at $ 10,526,03
100 %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
AMOUNT OF TAX DUE
D If you pay the above amount within three (3) months
of the date of death of the decedent, or on or
before Aprj J JO 19 71 you may deduct a
discount of 5% of the amount of tax due, or
D This tax became delinquent, fifteen (15) months
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 *------
l9 __ 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
TOTAL AMOUNT DUE
631.56
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47'1£'1
$ 631.56 $ ======~===· 99.===· b=2~· ' ==
ASSESSED BY: _____________ _
(Agent for the Commonwea It h)
INSTRUCTIONS TO TAXPAYERS
Make checks or money orders payable to: To insure proper credit to your account
th1s Official Notice must accompany
your payment. Mail or bring it to:
t~-..~b.l d);~ THE COMMONWEAlTH
COURT HOUSE
WASHmGTON, PENNA. 15301
If you have already paid this tax to an executor, administrator, attorney or other personal representative of the
decedent for forwarding to the Commonwealth, list below the date paid, name and address of the pf1i'Son w whom
you mad.e payiri'!nt, their official title and the amount. J , , -.,,.
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 p~rsonally 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
persona I representative ·of the dec~dent hand I ing 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)
SS:
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 pay out 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$--------..
Date of Approval: ______________ _
Register of Wills
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this tax to on executor, administrator, attorney or other personal r .. ., .... ir•"'
ftJ=eclleill:,tcJf"t,Of..~farding to the Commonwealth, list below the date paid, name and addre~
poy~ent, their official title and the amount. --. ... . 'v _) ·,1j '·" ,;..''
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Amount Paid .,_ -~ .. -~. Nome and Address of Payee Official Title
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r,certain circumstances, if, after the date of death of the decedent, you personally paid funeral expenses
"'tter just debts of the decedent, with funds derived from the property herein taxed, such amounts expended ~-!"'Y qualify as deductions against the gross value of the property in the computation of tax due • .Jf ony
:-• :;s., •. h~ex,4tnditures meet all of the three following tests; it is recommended that you itemize the payments bef9w,
\•.,. execute the affidavit, and return this notice. The Register of Wills will examine the debts claimed and ol!~·:•,
'·.:~·those which he determines to be proper. The tax will then be recomputed and you will receive on amended r' ..... sment of tax.
,··:·
:~;:.THE tHREE TESTS WHICH MUST BE MET ARE THAT: .. 'r.:·~·-... . ~ .. ;. .. v~·u were p~rsonally legally responsible .for these debts, and '""' .. ._,~ ..
' f • . :~1'.:.-2:·. You actually paid these debts out of the account or property des~ribed above and con furnish proof
.~ . .. of such payment, if required, and · . • .
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3 · These same debts ore not also claimed, for tax purposes, by on executor, administrator or other
personal representative of the decedent hand I ing the administration of the general estate of the
decedent or any other transferee.
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:;, .;:-~OMMONWEAL TI-l OF PENNSY.LVANIA)
SS:
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I, e r')1 hereby certify that the forCoing is a just and true statement of
funeral expenses and ther debts of the decedent, Erne5f· Jar, y ±o · , for which I
was legally responsible and which I did pay out of the property herein taxeef. · 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
tal purposes.
liYC:OMM•satn" EYP;«t-; JI.'LY 17. 111J,j REPORT OF REGISTER OF WILLS
I, the undersigned, duly elected Register of Wills in and for the above county, do respectfully report th~t I
hove allowed deductions listed above in the total amount of $ --------·
Date of Approval:--'---------------
Register of Wills
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DATE ......... ~~ .... 4..'. .. }.?1.~ ............................ .
COUNTY ......... W.A.~.£!.~~.9X.9.~ ......................................... . • DEPARTMEN'J,; OF ~E,VENUE
BUREAU OF COUNTY COLLECTIONS
HARRISBURG, PENNA. 1 7 1 2 7
COMMONWEALTH OF PENNSYLVANIA
RESIDENT INHERITANCE TAX
APPRAISEMENT " ' 6--FILE NO •...... 63.~.f.l~.2 . .7. .......................... ._ .................... .
Whereas, ......................................... ~~§.~ .... Q.A.~~-~9. .............................................................. late of ............................ WA$.HlNG.'l:'ON .............................................. .
in the County of ......................................... JN.A~)HlNGT.ON ........................................................... Commonwealth of Pennsylvania, having died on
the ................................ J.Ot.h ............................................... day of ............... c!0.n.U.:9.-.I.:Y ....................................... 19 .. 7J ... , seized and possessed of an estate
subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania;
Therefore, I, FRANCES LEO 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 Purpoaes
$
Jt. Savings Account #87-?133632 held in the PITTSBURGH NATIONAL BANK,
1tJASHINGTON OFFICE, vlA~HINGTON, PENNSYLVANIA. In the names of ERNEST
CAPUTO IN TRUST FRO FLORENCE SllfPSON. Opened 9-20-68. Balance as of
date of dea.th, $10~526.03 lo,526 03
Having been duly sworn according to law, I do h~reby certify that the above appraisement is made in con-
formity with law on this ............. ~ ............. day of .................................... ~~ ........................................................ ~
.................................................. ; ......... ~.~~ ............................
Appra1ser
································································································· .................................................................
~(Number and Street)
............................................... ~··············· Penna.
(Post Oftlee
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... WASHINGTON ................................. . County
RESIDENT INHERITANCE TAX APPRAISEMENT
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Estate of
~RN~T .... C::AP.Y.'1:'9 ...... .
Deceased.
Late of
.. W:AS.HJNG.TON ...................................................... .
Date of Death, .......... .+.~3.9::~7.+. ............................................... .
Appraisemel!t Docket Vol.,
Page, No. ...f?..3r:::.7~~-?:.9.7. .......... .
Filed in Register's Office, ......... !(1_~!.. .... ~ ........... 19?.~ ... ..
Amount of tax due, $ ................................................................... .
DEPARTMENT OF REVENUE
Received,
Examined and Approved,
Wrote abo.ut Appra-isement, . '
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Appeal f1'om Appraisement,
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Entered and charged,
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