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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, '·