HomeMy WebLinkAboutOC1971-0549 - ESTATE OF BATTISTONEForm No. RCC-62 (6-70) THIS FORK REQUIRED IN ALL ESTATES WITH GROSS ASSETS UNDER .10,000, UNDER SECTION 701 OF ACT OF JUNE 16, 1861,
EFl"ECTIVE JANUARY 1. 1982. (FILE IN DUPUCATE WITH COPY OF WILL ATTACHED) / r7 /_4 I .. &.3-71-_Jr'l
OFFICE OF THE REGISTER OF WILLS
County of ... W~.s.h:f.:p,gt:P.Il .......... .
. . . .J9:S.~Ph~~~. -~~-~~~.~~?~~.· ................... of .. ~~~ .. ~7'~~~~.~~-~-~~~~~.'-.?~~~~-~~~:X:~~-.~a.
(Name) (Addreu)
being duly ........ SW.Q.m ..•................. .according to law, deposes and says that he is the--------~~-~~~~~~------------------------------~ • .,..tlm!o • .,.-,!'!!~
of the estate of ... Um.ber.tQ ... Bii.tt.i.J?~.Q!.]._~-------------whose last residence was --~~~--.f.!.?.P!<;!!.~--~~-~~-~.L .......... .
(No.) (Su~et)
___ g_~~~-~~.J?..~E-~?.---~~~-~~-----deceased, and that the whole of the estate of said decedent, who died.P~-~~-~~~--;?_,)._?69 (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 NAMES, ADDRESSES AND RELATIONSHIP OF OTHER OWNERS.
Real Estate
round situate on the North side of
F1rst ar o e rpug o ,
enns lvania known as Lot No. 131 in Block 6
ground is more particularly bounded an . escr , e 1n ee o .
o arsk et ux to Umberto Batt1stone and Angelanton1a
Battistone his wife, The said Angelantonia Battistone
' B"ffi 19o3.
Personal Property
.00 T
6)000.00 I
21210.00-I'
'I
3,790.00T :..... • i
.00 T , I
:I
L555.00
9 0.0 0
1 5.00
150.00
4 00.00
2/ZIO.OOT
Estimated
Value
NOTE: You may expedite the processing of this re~urn 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
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 Estimated .. Value -. --
-,_ -.
-
Transfers within TWO YEARS Prior to Death
~
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
-
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
Josephine Battis tone daughter Yes ----1/2
lJ.qq k',..ank1;n Aue-nne>
Canonsburg, Penna. 15317
Marie Dupesko daughter Yes ----1/2
501 Duguesne Avenue
Canonsburg, Penna • 15317
•
.~
a a: •
RESID&NT DECF;DENT DEBTS AND DEDUCTIONS CLAIMED
NOTE· List first five items in the spaces so provided observe notations thereon and instructions . .
DEBT OR CLAIM NATURE OF SAME AMOUNT "THIS COLUMN
REGISTER ONLY
DeAngelo Mortuary Funeral expenses paid $1,555. 00 $
" II St.Pat-rick' s Church-Opening &
eM?J?~ ~nav~ Re~etrr,~ s~rvs. 90. 00
1 e wn wfl no e a o d un ess
decedent died residing with a spouse or children.)
Administration Expenses •
GREENlEE RICHMAN.DERRICO Counsel fees • 1 '\fl A ool
& POSA
Fiduciary commission •
OTHER DEBTS AND CLAIMS
(*) See Note below
~~ Gaydos Monument Co. Inscription on Monument 15. 00
1 ~/2/69-Canonsburg Hospital Last Illness 400. 00
I
I
•
Total $ 2,116; 00 "l..Lic '~
'
Subscribed and sworn to before me this ..................... .
Canonsburg, Penna. 15317
(City or Town and State)
Having been duly sworn according to law, I do hereby certify that the above appraisement is made in conformity with law on this
..................... oi..Ja. ..... dayof ............. ~ ...................... ,l~~~ . n
...... ~.V~ ........ ~~~r·····
In the event that any future interest in this estate is transfened in possession 01· 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·inheri-
tance taxes at the lawful collateral rate on any such future interest. (
REPORT OF THE REGISTER OF WILLS
I, the undersigned duly elected Registe~ of Wills in and for ... W/'~ .... , ......... County, Pennsylvania, do respectfully
report that I have allowed debts and deductions in the amounts claimed-by deponeril,6pt as to tho items where a greater or lesser amount ::~urtO :~ tO~ ~~~~,~~~~3.~'-1.:'.'0< :~ ~~:d -~h~d~l: abovo, whi<h gcoat""' ~~~: •~•.•• :~·~:I lli";;::: ...
. . \ · Register~ Wills
r
I ! ~
t t
,
' ,
~ ' . " '
:-
Form No. RCC-62 (6-70)
Will ~Hfiti-:Kfioo }No. 63!"'.'].Q .... Year .....
IN THE
MATTER OF THE APPRAISEMENT I
(
' OF THE ' . ' ' ('t • \ . ~~
ESTATE OF
Umberto Battistone
•••• 0 .......................... 0. 0 ...... .
Deceased
Late of .. ~9;t:C?'l;lg_'l1_ 9.~. 9.~~~~~~~:1?8 ...
County of Washington
0 ••• 0 0. 0 .............. 0 ••••••••
Commonwealth of Pennsylvania
REPORT AND APPRAISAL
·-·-.. ..,., ~ -::J -..!
l• fr, ;n -cnC"J<.:: ··-:r: -: (q :::J: , ... ___
-'/'! :::r-rl r ;"'!; -f ( • ., -.c
C.) rr· nl '._) rn _, ;::_ 1:: ,·o
(:""). j
<::C 0 ...,, --0 I: .. ·o ...
0::.::::: ::-; :::x
: ;:::: :::~ t-v "l:J -~-.:t:>-(:,0
<.::::)
f"'v
GREENLEE,RICHMAN,DERRICO & POSA
~~·"a
R C C-81 (2-64)
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF COUNTY COLLECTIONS
INHERITANCE TAX DIVISION
NOTICE OF FILING OF APPRAISEMENT
JOSEPHINE BATTISTONE-INFQRMANT
(Executor or Administrator)
IN YOUR REPLY PLEA8E
REP'IER TO
In Re: Estate of ____ ~U=MBER==~T~O~B=A=T~T~IS~T~ONE~---------------
____ ___;W.:.:::'AS=HI=N:.:.::G:::..::T::...::O::::N _____ County -File No. 63-?J -54 9
Dear Miss Battistone,
You are hereby notified that the ______ ~o~r~i~g~i~na~l~-------------
appraisement in the estate of UMBERTO BATTISTONE
has been filed in the office of the Register of Wills qf WASHINGTON
County on June 23 , 19 71. Said appraisement reflects the
following valuations:
Real Estate 6,000.00
Personal Property __________________ __
Transfers __________________________ ___
Total 6, 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 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.
Date _____ J~ww==~2~3~1~1~97~1~---------Signed Q¢ fA_ • \~.!,) {'&))_,.
Title ALFRED TQSI1 APPRAISER I
DATE OF DEATH: December 5, 1969
Note: This is not a bill.
.)
RCC·3S. (5-68)
COMMONWEALTH OF PENNSYLVANIA
TRANSFER INHERITANCE TAX
RESIDENT DECEDENT
Estate of BATTISTONE UMBER.TO
(Last Name) (First Name)
SUMMARY
DATE OF DEATH J2-5-69
(Initial)
REPORT OF INHERITANCE TAX APPRAISER
FILE NO. 63-71-549
...3'8'-IKI-7
I, the undersigned duly appointed Inheritance Tax Appraiser in and for the County of __ Wi_a_· _s_h_ing__:::.t_on _______ _
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: _____ J-""un=e_2...::3'""',:.-;..:1...:.'fl-'-'1=------
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",.;Jlich-greateroH sser amount represents the sum
allowed as a deduction. ( \ ..
Dated: June 23, 1971 ~.
INVENTORY VALUE AS APPRAISED VALUE AS REAPPRAISED
Real Property (Schedule A)
Personal Property (Schedule B)
Transfers (Schedule C)
$ $ ____________ ~---f.. ('\()(\ ()()
Joint-Held Property (Schedule E)
TOTAL GROSS ASSETS
Less Debts and Deductions
(SCHEDULE F)
CLEAR VALUE OF ESTATE
Valuation of life estates or
3 790 ()()
annuities................... $-------+---
ESTATE TAX ASSESSMENTS $----------'----
6,000 00
2 .. 210 00
3.790 00
FOR USE OF REGISTER ONLY COMPUTATION OF TAX
Tax on$ 2% Taxon$--------~3~··~•7w~9~0~0~0~~ $-----~-4----
$ ___ ---.:2::::2:::..1~7--4!L.~O~
Tax on$ 5% $--------4----
Tuoo$ lK $ _____________ ~-
Tax on$ 15% $ ________ 4---
Exemptions *
Total Estate --------4---
TOTAL TAX $ _________ ....___ __
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 $ _____ ____...J~,...__
(*) As evidenced by Charitable
Exemption Certificates issued
by the Secretary of Revenue.
BALANCE DUE $---------~----
Add interest at rate of 6% from
---------~~0--------$-------~---
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
UMBERTO BA'ITISTONE
Deceased
Late of . C.A.NONS.BURG ...
County of WASHINGTON
Commonwealth of Pennsylvania
REPORT AND APPRAISAL
r '
(
..
0
·--:Y
.. ..
,I
'
I
I
' I
I
'
I
I
Form RCC-2
DEPARTtlmNT OF REVENUE
~UB2AU OF COUNTY COLLECTIONS
HABBISBUBG, PENNA. 1 7 1 2 7
COMMONWEALTH OF PENNSYLVANIA
RESIDENT INHERITANCE TAX
APPRAISEMENT
DATE ............... ~.~ ..... ?.).1 ..... ~9.7..~ ............. ..
COUNTY ...... W.~~.~~~.~ .......................... .
FILE NO ........ ~?.:?.~:.~.4..?. .............................................. ..
Whereas, ..................................... JJ~m:!.9 . ..J3.A!~.~r..9.~ .............................................. late of .................... 0..!\NO:Ns..:e.W.O.: ..................................................... ..
in the County of ................................................... W..@.J~.~G:!.QN. ................................................. Commonwealth of Pennsylvania, having died on
the ......................................... .f..it..th .................................... day of ................. P:~.C::.~Q~.:r. ................................. 19.~.9. .... , seized and possessed of an estate
subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania;
Therefore, I, ................................ ~~ .... ~.~ ................................................................ , 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 Made for Inheritance Values Tax Purpoaes
$
RF.AT.TY•
ALL that parcel of ground situate on the North side af Franklin Ave-
nue in the First Ward of the Borough of Canonsburg, Washington Gounty,
T'o -lva.nia ltnnwn as Lot No 111 in Block 6 in nlan of lots laid out
bv the C!lecil Improvement Company as Plan No.1, recorded in Plan Book V.Ol.
2, page 151, and which lot of ground is more particularly bounded and desc j'ibed
in Deed of A:ndrew Kolarsky, et ux to Umberto Battistone and Angelantonia
Battistone. his wife. 'Dhe said An~Zelantonia Battistone died September Sth
1961. 6,000 00
form~;v!:hb~: ::':;.;:w~ "C<:~'3Jd~la~, ~~ o7:~~ ~·~~~~;:~·~tis ?~~:
App user
............................................................................................................... ................................................... W, (Number. and Street)
Penna . ....................................... ~ ........ .................................. ,
Poat 0 ee)
I
I
' I
I
I
...... . . WA.$HI~TON County ..
I
RESIDENT INHERITANCE TAX APPRAISEMENT .
Estate of
...................... lJMBER.TO. ... BAT.T.lSTONE ........................................ .
Deceased.
Late of
CANONSBURG
Date of Death, ..................... l.2.~5~6.9 .................................... .
Appraisemel!t Docket Vol.,
Page, No. . .. 9.J..~7:1,~5.4.9 ............ .
Filed in Register's Office, ....... tJ.~ .... ?.J. ........ 19 .. 7.:t. ..
Anwunt of tax due, $ ................................................................... ..
DEPARTMENT OF REVENUE
Received, .,.
Examined and Approved,
Wrote abo.ut Appra.isement,
Appeal f1'om Appraisement,
Entered and charged,
'·