HomeMy WebLinkAboutOC1971-0621 - ESTATE OF FORTUNAr h 3 ':-7/~~~I .
COMMONW~ALTH OF PENNSYLVANIA ::OU/~~~~~!V£D
,DEP'*RTMENT OF REVENUE try cOL~FO;;-.
.HARRISBURG r.')~£[)/ONc
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v 15 ~u.''1.1~i1 /
...
,NOTE:·TO BE SUBMITTED IN TRIPLICATE
,I
Pennsylvania Department of Revenue
Bureau of County Collections
26·S.4th Street
Harri sburg,Pennsy Ivan ia
Dear Sir:
Pursuant to Section 742,Pennsylvania Inheritance and Estate Tax Act of 1961,
we herewith submit the following report:
.NAME OF REPORTINGFINANCIALINSTITUTION Mellon National Bank &Trust.Co.,Donora OfttcG:
ADDRESS ,01 MCKean,~cnl1e~Donor~'~'Pa;1;033'.'.j 01
ACCOUNT NO.OF JOINT,.'.'....'.1;
TRUST OR INVESTMENT DEPOSIT S~v1ng~;Ae,ct 1106;,..13860 {'j~~~~~~~T~~~~UNT W~1aJll Fortuna or Matt 9"00&FOIituna !vi-
DECEASED JOINT DEPOSITOR,
TRUSTEE'OR INVESTOR tvW:~~For~~·.
ADDRESs ~5_'6_.;",:;,~,"-._}l_eI..:..~ea:......'"-.1'4.;....:.~_:v:..:.a.::nue~•.:.;;:.D:..:():::n:=::Qr:..:a:::.1!,'"'"P:..:a~.•~1!::;~O~3it.3_
~~~;I$I~g~~~~S~IT=O::R:-,----=Ma=·:.:.;rc=h::....:::21~·''-l.!',1~9~.71!!..·.:...:---------
BENEFICIARY OR INVESTOR __JJ_.~aI7--=-'_G_r_ac_e_F_or_t~un,"-a_·-:--_
ADDRESS S_6_S-'-......·,M_'c_K..:...·~_an_·_A_ve_.n_u_.~.=-~....;.·D_on_o_r_a.:..,__.P_a",::",.'_1..:,5__03:.:'3:....;·_
".~
"..l
,"RELATIONSHIP TO DECEDENT Da~ter ~,.'~"
DATE DEPOSIT OR INVESTMENT September 1:3''li19S0 .
WAS ESTABLISHED .""'.~
BALANCE,INCLUDING INTER~ST751S.18
'-,DUE,AT DATE OF DEATH $_'_:__"--:-..~........'_.-:-_
'\
..~'··,'·;t·~4~
Signature TITLE
;,';!'",Assj.~,tant:.)famlger"
...
RCC-,.134 (1-69)
'-COMMO"'~EALn~'O~p,E,..,NSYLVANIA '
DEPARTMENT OF R-E'VENUE
BUREAU OF COUNTY COLLECTIONS
INHERITANCE TAX DIVISION
OFFICIAL NOTICE OF INHERITANCE TAX
APPRAISEMENT AND ASSESSMENT OF
ASSETS NOT SUBJECT TO ADMINISTRATION
DONORA,PENNSYLVft~IA 15033
TO:MRS;GRACE FORTUNA
56 SOU'rH McKEAN AVENUE
Date:April 22,1971
County WASHINGTON
County File Na._
Bureau File No ..&J -2/-tq/,I
~e have received 'notice that,~~~~~~~~~~~'~~~~'~~~~~~~~~~~~~~~
on'.Harch 21 19..71..,you came into ownership of certain property through ~~~
X*t~~v.b~.Qgr.tm!.transfer from MR.\'lIIJ..Wl FCRTUNA,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 property on which tax is hereby assessed consists of:Jt.Savin,:::s Account #065-13860 held in the
MELLON NATIONAL BANK &TRUST COHPANY,DONORA OFFICE,DONORA,PENNSYLVANIA.In the names of
WTU,IAM FORTIlMA OR NARY GRl,CE FORTUNA.Opened 9-13-50.Balance as of date of death,
appraised by the Commonwealth,as of the date of death,at $7,515.78
50 %of thi·s amount is taxable at the rate of 6 %
ORIGINAL ASSESSMENT AMENDED ASSESSMENT
pATE OF ASSESSMENT
.TAXABLE AMOUNT~
LESS:ALLOWED DEBTS
NET TAXABLE AMOUNT
AMOUNT OF TAX DUE
$3~'..L.7.L57w.~8!.Z9__
225.47
$----:-------
..
D If yo'u pay the above amount within three (3)months
of the date of death of the decedent,or on or
.befor~,Tune 21 19 7'·you may dedu~t a
discount of S%of the amount of tax due,or
o This tax became delinq~ent,fifteen (lS)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 *_
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
TOTAL AMOUNT DUE $$=============
APPRAISED BY:-~~-../0..>1 ASSESSED BY:_
'(Inheritance Tax Appraiser)'(Agent for the Commonwealth)
INSTRUCTIONS TO TAXPAYERS
Make checks or money orders payable to:
.~...-ff.;l//at ok.//,/7//
jZ ,r;6'//J'cr
To insure proper cred it to your account
this Official Notice must accompany
your payment.Mai I or bri ng it to:
AGENT FO.f 1 E ~1'f..~:4 .',",",,.Jcouarl·aO..:SE
WASHf~HnmJI fti4NA.l530'
If you have already paid this tax to an executor,administrator,attorney or otber personal representotive of the
decedent for forward ing to the Commonwealth,IiS,t below the date pa id,narne and address of il!H~'perso'n to",hom'-~'
you made payment,their official title and the amount..':..','':.'-~-):.,:"£I...J'• '...,:'';
Date Paid Name and Address of Payee
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 yau may qualify as deductions against the,gross value of th~property,in;th~c,?IT)PI.!,tation ;of tax due ..,I,f any
such expenditures meet all of the three following tests"it,i.s.recommenged ,thC!t yo,u itemize the payments b~low,
execute the affidavit,and return this notice.The R~gjster 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 f~r these debts,a~d ....
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,adminis'trator or other
personal representative of the decedent handling the administration of the general estate of the
decedent or any other transferee..,'.
,.I
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,hereby certi'fy th~t the fo'regoing 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__.
REPORT OF REGISTER OF WILLS
Signature of Taxpayer
I,the undersigned,duly elected Register of Wills in and for the above county,do respectfully report that I
have allowed ded,uctions listed above in the total amount of $•
Date of Approval:_
Register of Wills
--------
Fonn RCC-2
COM~g~W~ALTa:.Q.~,\r:~.~~SYLVANIA DATE ........~:tm.f!!.....gl".".....1.9.7.1..................:..................
DEPARTMENT 6i"'"kEVENUE RESIDENT INHERITANCE TAX COUNTY WASHINGTON
BUREAU OF COUNTY COLLECTIONS .............................................._..............................................
~HARRISBURG.PENNA.17127 APPRAISEMENT FILE NO•............Q3.~.7l~6Z.1....................._...................
Whereas.............................................~.~....w.·nJ.!.IAM...rQ.~~.v.:NA ......................................late of .....................P.QWQRA......................................................................
in the County of .....................WAS:Hlln.TON.................................................................................Commonwealth of Pennsylvania.having died on
the .........................?!.~~.........................................................day of ..................~~............................................19..71....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 l1fe 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 Purposes
$-...I
tTt.Savings A'ccount #065-13860 held in the MELLON NATIONAL BANK &TRUST
COMPANY.DONORA OFFICE.DONORA.PENNSYLVANIA.In the names of WILLIAM
FORTUNA OR MARY GRACE FORTUNA.ODEIled 9-13-50.Balance as of date of
death.$7,515.78
,
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I·,.",,...
."1..,
'......
->oj !I
/-1 •.
,_.,>-<.,
,
:
i
Having been duly swo.rn according to law.I do h~reby certify that the above appraisement is made in con-
formity with law on this ;2J..f.C.day of ~..~:J).......................19..2/..'~~or:-~~~.
I....................................................................................................................................................................
(Number and Street)
.............................................k1.)~:Penna.
WASHINGTON
County
RESIDENT INHERITANCE TAX APPRAISEMENT
Estate of
...................................~.•..~~~.~<?~~~I.'1.~.
Deceased.
Late of
.........................PONOM .
Date of Death,)~~~7.~.
Appraisement Docket Vol.......,.
Page,................................................No..........~)~7.~:'.~~.:....
Filed in Register's Office,c1.~fil ?~19..7.t
Amount of tax due,$.
DEPARTMENT OF REVENUE
Received,
Examined and Approved,..
Wrote abo.ut Appra.isement,
Appeal f"om Appraisement,..
Entered and charged,.
.'~~...
;..
~
I
~
)
..
~:~0 0 9 £1:1:1:
-001798£
SQOOOOg1:
00 0 0 0 g 1:
fir -,~.-1
,t,0 0 V 9 8
£;-0'
s 0 0 V 9 8 £;
0 0 0 o 1:o a a 0 -1:~
o a v 9 2 2
66'\.
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".'."..,
RCC-43 (5-65)
NOTE:TO BE SUBMITTED IN TRIPLICATE
Pennsylvania Department 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 Mell 1It t··l'B .11"C "n ,',.FINANCIAL INSTITUTION',,~nl..,a1()na.·cmk&4~S~0 .."on9ra 9J;~~c:~
ADDRESS I •SOlI}\!~K~~.j\"~;n\l~,Po~ora,Pa.lS()33
ACCOUNT NO.OF JOINT,.,".,'JUv!..1'!-r!9'S'
TRUST OR INVESTMENT DEPOSIT Sl,lvil!gs .a~ct 'i1'vv;;..9~
NAMES ON ACCOUNT Franlc A.Fortuna or tl11l;liam Fort1ii18ORINVESTMENT"..i,."i;:1,'
DECEASED JOINT DEPOSITOR,
TRUSTEE OR INVESTOR W14:li~Fo:r~una----'------'---------~-~-~~
ADDRESS ...::5~6.....:.·:S..;",;••~Mo.....:.K.....:.e.....:.an=__A:...:;:v.en=..:..:u=e~;-=:O:..=.o=no:.:r::=;aL·'..:p':.::::,a:.:.~..:1:::::5:.::.03~j~'_
DATE OF DEATH ~=-=-..:.l\l:.::ar::...:,c=:.h=-'·2=1~;:.....:·1=9:...!.7=1 --,.-_
SURVIVING DEPOSITOR,
BENEFICIARY OR INVESTOR __Fr_an_,_k_A_._·F_o_r_t\_lln_a_....,.----.,;_
ADDRESS ~._,6_..:.....,8_._.M~C_Ke_a_n..;",;'A_ve~~u_e_'_Do_n_o_ra...;.;:,_p_.3.....,.•_1'_0_3..:...3_
RELATIONSHIP TO DECEDENT,~,.,=So=n=--------------
DATE DEPOSIT OR INVESTMENT 17'4,
WAS ESTABLISHED ..,M~y.,+9 II
BALANCE,INCLUDING INTEREST.#/..--;1.
DUE,AT DATE OF DEATH $ ".1~a68.23 i &,rJ It.17 .;;A/;tj y ~yo
\
Signature .'TITLEAss~fltant Manager
,'.
RCC-43 (5-65)
COMMONWEALTH OF PENNSYLVANIADEP'~TMENT OF REVENUE
HARRISBURG
NOTE:TO BE SUBMITTED IN TRIPLICATE
Pennsylvania Department 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
FINANCIAL INSTITUTION MEv]an Nflt;;>nal Bank Ilc Tru.st Co ••DQAQ&!a OfUea.'..
ADDRESS SOl ~icKean 'Avenue;Donora,Pa.15033
ACCOUNT NO.OF JOINT,'.'
TRUST OR INVESTMENT DEPOSIT---:06=.::''·~S--=2:=.:2S~8zS__,----..:-
NAMES ON ACCOUNT
OR INVESTMENT William FOJ;'tuna .or Frank Anthony Fortuna
/
DECEASED JOINT DEPOSITOR,
TRUSTEE OR INVESTOR W=lU=::=i=ain=-=..F.=;.:or:....:t:=una=-.:--__,..--
ADDRESS 56 S•.McKean Avenue,Donora,Pat 1$033
DATE OF DEATH }!'areh 21,1971
SURVIVING DEPOSITOR,
BENEFICIARY OR INVESTOR Frank Anthon)"Fortuna
ADDRESS .$6S.HoKean Avenue
RELATIONSHIP TO DECEDENT.=80Illlll.IJIlDI---------------
DATE DEPOSITOR INVESTMENT'
WAS ESTABLISHED .Augn s t 26,1963
BALANCE,INCLUDING INTEREST
DUE,AT DATE OF DEATH $_..··~6i9,....2.o1oi16u...tt:ll.II-I-7_.:/,:,.'_._
·f=;:;...
Signature.
Assistant Manage~
~
d7d'
5~~~
(p -d./
.................
TO:FRANK A.FORTUNA
~56 SOUTH!HcKEAN AVENUE
RCC-,134 (1-69)••
COMMONWEALTH OF PENNSYLVANIA·
DEPARTMENT OF R·EVENU-E'"
BUREAU OF COUNTY COLLECTIONS
INHERITANCE TAX DIVISION•
OFFICIAL NOTICE OF INHERITANCE TAX
APPRAISEMENT AND ASSESSMENT OF
ASSETS NOT SUBJECT TO ADMINISTRATION,,
)
Dote:__--=..:.A~pr:..;:U=-..:::2::::::2.z..t.....:l~rz~l=---_
County __-..;.j;.;,;..;lA;.;;.S;;.:.HING=:..::.TO.::..:N~_
DONORA,PENNSYLVANIA 15033 County File No.Jg-/f'/-S-
Bureau File No.b -3 -,21-6:2/
We have received notice that,mx,~'I{~e'QOOa~Y..xxxx.xxxx.x:x
on Hflrch 21 19-2L,you came into ownership of certain property through r~~vl~'ODCX
w~u.,'@._a~transfer from i-JILLIAH FORTUNA,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 i~imposed upon yC?u,as transferee.
The property on which tax is hereby assessed consists of:Jt.Savings Acct.(1)#065-9598 and (2(
#065-22585 held in the l.ffiLLON NATIONAL BANK &TRUST COMPANY,DONORA OFFICE,DmmRA;
PENI\TSYT,VANIfI.Tn the n;lmes of (1-)FRANK A.EOHTDNA OR WILLIAl1 F'01ITUNA &(2)WILLIAM
FORTUNA ORFRltl'JK ANTHONY FORTUNA.Opened (1)5=17-45 and (2)B-26-63;'Balance as of
date of deathl (1)$15,268.93 &(2)$6216.47.
appraised by the Commonwealth,as of the dote of death,at $21,h85.40
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
AMOUNT OF TAX DUE
D If you pay the above amount within three (3)months
of the date of death of the decede~t,or on or
,before ,T"ne21 19 '71 .you may ded~ct ~
discount of 5%of the amount of tax due,or '
o This 'tax become delinquen't,fifteen '(15)months
after the dote of death and,in addition to the
tax,statutory interest at the'rate of 6%of the
tax per ann,um 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
TOTAL AMOUNT DUE $
$__.:!:.10~'LL7..!:1::42:::.J'LL7~O__
644.56
32.23
-----------",
$--------
$=================
J<..j/'"-".?r n
APPRAISED BY:":c7"'''/~-'--'---<..-'/-tc':~/Y'-oASSESSEDBY:_
(Inheritance Tax Appro Iser),(Agent for the C.ommonwea Ith)
INSTRUCTIONS TO TAXPAYERS
I
[.
Make checks or money orders payable to:Pol.b 11 ~~
f--3!7/'
./)IlfJllO?tJ~~\
To insure proper credit to your account
this Official Notice must accompany
your 'payment.Mai I o~bring it to:
~tvW!11 ,!IM~
AGENT Hlri THE tlO1i!I\fIONWEAU'H
COURT HOUSE
WASHINGTON,,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 pai,d,name and address of,.the perscon to whom
you made payment,their official title and :th'e amount.''"'~',,'~';.'.'
Date Paid Name and Address of Payee
SS:
Under certain circu.mstances,if,after the date of death of the decedent,you personally paid funeral expenses
or other just debls df 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 thecor:nputation of tax due.If any
such expenditures meet all of,the three following tests,it ,is recoml]1ended,that you 'itemize the paYI!l~nts 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 01'property described above and can fur,nishproof
of such payment,if required,and
3 -These same debts are not also claimed,for tax purposes,by an executor,admiriisfrator or other
personal representative of the decedent.handling the administr~tion of the general estqte 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 _
I,,hereby certify that the foregoing i,s,a i~st and tr~e 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 'riot be claiinedby any other person,for inheritance
tax purposes.
SWORN AND SUBSCRIBED BEFORE ME THIS DAY OF____________19 __.
REPORT OF REGISTER OF WILLS
Signature of Taxpayer
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
COUNTY ~.~.~.~€,;.~.~.~..
FlL 61-71-621ENO _.
Funn RCC-2
DEPARTMENT OF REVENUE
BUREAU OF COUNTY COLLECTIONS..
H4KRISBURG.PENNA.J7 J 27
COMMONWEALTH OF PENNSYLVANIA
RESIDENT INHERITANCE TAX
APPRAISEMENT
DATE SEPTEMBER:1 1971................:;::~:~.
Whereas,~..E~.f..Q~+~~::late of JPN9fV(,..
in the County of WA.9..H+WGrO'N Commonwealth of Pennsylvania,having died on
the ?!.~.~day of ~.9.tL :19'-1.,seized and possessed of an estate
subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania;
Therefore,I,f.~.9.~~: ,an appraiser duly appointed according to law,
having been designated to make a.fah-and conscionable appraisement of the said estate,and to assess and fix
the cash value of all annuities 'and..iife ~states growing out of said estate,hereby file the following appraisement:
In the event that any futur:e 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 transfer
Inheritance taxes at the lawful collateral rate on any such future interest.
Unit Appraisement
Description of Asset Values Made for Inheritance
Tax Purpoles
Jt.Savings Acct.(1)#065-9598 and (2)1 #065-22585 held in tre Mellon $21,485.70
NATIONAL BANK &TRUST COMPANY.DONORA OFFICE,DONORA.,PENNSYLVANIA
In the names of (1)Frank A.Forturia or William Fortuna &(2)
William Fortuna or Frank Anthonv F'ortuna.Ooened (1)5-17-45 and (2)i
8-26-63.Balance as of date of death•(1)$15,268.93 &,(2»$6,216.47.
..
.'
..h
j .!..
.'..!..
~}....
,~
1 .
!
Having been duly sworn according to law,I do hereby certify that he above appraisement is made in con-
formity with law on this ..IAJ.20 day of ::::::..:::..:::~.:::..:::~~::~~
..:Appraiser
Street)
.~~~~dU.~....t.r.::~,Penna.
WASHINGTON County
RESIDENT.INHE~ITANCE TAX APPRAISEMENT
Estate of
WILLIAM FORTUNA
Deceased.
Late of
................................P.ONQM,, , ,..
Date of Death 'March 21,10'71.I ......••••••......•.....••••••.....•...........1..,.
Appraisemel!t Docket Vol.,38 ..
Page,.l..$1.~5 No.·..63.~1.l~.9.;;U ..
Filed ill Register's.0 fJice,19 .
Am.ount of tax due,$ :..
DEPARTMENT OF REVENUE
Received,
Ex-a.mined and Approved,.
Wrote abo.ut Appraisement,
Appeal f,.om Appraisement,..
Entered and charged,.
l'
."
Ii'
,
.'
Form No.RCC-62 (4-71)THIS FORM REQUIRED IN ALL ESTATES WI.TH GROSS ASSETS UNDER 110,000,UNDER SECTION 701 OF ACT OF JUNE 16,IHl,JEFll'ECTIVE JANUARY 1.1962,(FILE IN DUPUCAT£WITH COpy OF WILL ATTACHED)~_...ASSETS FOUND BY INHERITANCE TAX APPRAISER ..'.,/§
."OFFICE OF THE REGISTER OF WILLS &'6~7p--,"r¢>2/
County of ~~~.~~~~~~.~. ,.,'.-
..~~~~~..~~~.1;':l~~.~..¥~:r:Y.,f..~~~~~~of J;>9~~:r~.,..'.~~~.y'~y.~¢.a;:.~~Q;3.~:~"'.
..(Name)AdnftftiS)trators"for the
being duly _..~.W~.~~.._.according.to law,deposes and says that he is the..Es.ta:t.e Qf...F.rank..Fortuna.,(Exec,;Adm.•Lesatee.Etc,)
of the estate of W.illiam._F.o.riJ,m.~..a.ka _whose last residence was _56...5 .M.cKean.A,zenue _ .
,.....:;B_~d·F (No.)'(Street).'~;~;Jl~r 1nO ortuna.D.o..nO.r-a.,...P.e.nna.t _deceased,and that the whole of the estate of said decedent,who died _3:=.21~.7~_
(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 REiLATIONSHIP OF OTHER OWNERS.
Real.Estate Estimated
,,I.Value
,
Lot.201,'Block ~l of Ch~rles DeHasse Plan of Donora,.Washington,,
County,Penn~ylvania,situate at 56 South McKean Avenue,
Don~ra ,.Pennsylvania.•Having thereon a brickho~se &garage.
,..,
ifh."1RecordedinPlanBook1,Vol.17.(Assessed Val.$3,600.00)/-'/..Annr.sai!l::p-d Va.lue 15,000.00
Note:
This real estate was transferred from William tl~~~ardi~o)
Fortuna to Frank A.Fortuaa,his son,on Sept.23,1963,
reserving himself a life interest.Recorded D.B.1162-131.
Added:By investigation this &.lB.'cu\.'.l.Led item wa.s n;,.1cp-~_nn
and appraised bv Washina:ton County Annraiser..Fred Tosi
Personal Property
~.~
,'t .~;-I'·'...~',~.....:'.....•..,.,'...-..,.
-..~_t:j rr''".-'..r"f<Of'.,,",~',
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NOTE:You may expedite the processing of this 'return by filing ~jth it"..and,as ~part ,9f,.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.Hie financial
institution or mortgage holder and indicate clearly amounts of principal.~nd interest in the dec,edent's
account at the date of death and the type of account,account numbet'and~the e:xa'ct name'or'names in
which the account is registered.'?.'.•,!
Jointly Held Property
'-,,;:)
".
Transfers within TWO YEARS Prior to Death
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Estimated~alue
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That at the time of death there'was no,sif,e~d~positbox r~gisteredih decedent's individual name,or'joiiltlywith,or'as agent 0'1'deputy of
another,or in decedent's'individu~l name,with right of access by another as agent or deputy,with the exception of the following:-
,,~..'[,.:."r;" ,•Ret ',-.r '!"
NAME AND ADDRESS OF BANK OR OTHER INSTITUTION
IN WHICH DECEDENT RENTED A'SAFEDE!'OS!T ,BOX,,',',:'
THIS SAFE DEPOSIT BOX RENTED
• ,~IN :-AME OR N.AMES OF:,I "
RELATIONSHIP OF JOINT
, •HOLDERS TO.DECEDENT
",9.
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-.)I',I,
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
Frank A........,.,.ad yes of l12e one-fourth'U.L'LU 1"'1.,
(Date of Death:4-19-71)
Mary Fortuna _.,-vee of 'age one-fourth-....-
Donora,Penna.15033
(Heir to the E of
Frank ....')
Louis Fortuna '"SOD :.ves of 8Q'e onettfourth
R.D.#1.,Ridi!eview·Te rraee
Monongahela.p~nna.,15063
(Heir'to .'"the Estate of
Frank Fortuna)
Elizabeth Fortuna Montagna,..~r.....'".of!'..........-,A
Last known address l)etroi't,Miohigan
~""CJ"._-,
Present 1Ihereabonts unknown,
(Heir to the Eatate of Frank
lfortuna)
...
NO"i'E':-~t first five items in the spaces so provided observe notations thereon,and instructions
RESIDEN:-!.DECF;DENT DEBTS AND DEDUCTIONS CLAIMED
.~
,
DEBT OR CLAIM NATURE OF SAME AMOUNT THIS COLUMN
.-~EGISTERONLY
Paul Macik Funeral Home Funeral expenses paid $22611 00 $
Mar:v Grace Fortuna Family exemption (will not be allowed unless 1500 00decedentdiedresidingwithaspouseorchildren.)
Administration Expenses •
A.V.CananD Counsel fees •100 00
..;,..:J~,
FiduciarY commission •
OTHER DEBTS AND CLAIMS
(.)See Note below
'...
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:!>r('-/bOTotal386400
••••••••••••••0 ••••••••• '••••••••••••••••••••••••••
(City or Town and State)
...~"~~E!~.4~~~.
.(Street Number)
Donora"Pa.·
Note:The estate agrees to advise the Register of Wills if the amount actually paid in settlement o~~sion01'debt .is greater
or less than the estimated amount claimed and allowed.~.~I
S\I~scdbed·a.n?/s~orn to before me this,.26th ..,.....,...'.~~~i~'"...
:"v'\~.':"~)
rtify t t the above appraisement is made in conformity with law on this
, ,....'".~..,.......,~9;?#//~7/(,.,'~.,.,\;:?'~~....~..~..,..:'.....AppraIser
In the event th~t 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,
REPORT OF~HEISTE
I,the.undersigned duly elected Register of Wills in and for.",,.",~.%,-,A.;::::••~.~~~?:-"':"":"--County,Pennsylvania,do re~pectfully
report that I have allowed debts and deductions in the amoun c aimed by depone ,xc as to t.se items where a greater or lesser amount
is set forti!in the last column to the right in saidschedule above,which greater Q I ser amornt re esents the sum allowed as a ded~tion.
Dated:......$.;p..~,~.J~.7~~~.~~~.L.~.~~.~I~~..........,....'.~...\.,...~.... . •R'~ter of Wills \
y"'~
h.>.'~j'~
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Form No.RCC-62 (4-71)
Will l 'Administration JNo Year .
IN THE
MATTER OF THE APPRAISEMENT
OF THE
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I(;-rffq,'.;I'S\'
ESTATE OF
WILLIAM FORTUNA aka
.BELA,RDlNO .FORWNA
.Deceased
Late of .DO~OaA .
-.&::
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--'
WASHINGTON 'County of .
E;;,;0 ,~~.'•'.,-..:~'l
.......:::0 .'"Cornmonwealt;df1I~lDsylv~ia--:"G")0__:::z:-vi ,...,.,i~en (f)-0.Z-I_,..........,1Cjrn~;'r·.......):.l
REPORfr:tAN-D APPRAISA.L
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("')P =:3:
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-Or-......
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A.V.CAPANO
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R CC-B1 (6-7'1)
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF COUNTY COLLECTIONS
HARRISBURG
17127
-.
IN YOUR REPLY PLEASE
REFER TO
J
Inheritance Tax Division
NOTICE OF FILING OF APPRAISEMENT
LOUIS FORTUNA &MARY FORTUNA -Informants-)
In Re:Estate of WILLIAM FORTUNA
_~\"=AS=HI=N=G::....:T:..::O:..:..N=---_County -Fi Ie No._6_3_-_71_-_6_2_1 _
Y h b 'f'd h h original,ou ?re ere y notl Ie t at t e '~lill1.am Fortuna w/k 'a
appraisement In the estate of .W'1't
has been filed in the oW ce 0i the Re~2ter of Wi II s of as ng on
County on September B,19_,Said appraisement reflects the following
valuations:
Real Estate 1_S-=,:....O~O-O-.-O-O---
Personal Property _
Transfers _
Jointl y Owned -----+l-tl:S-,-i'lOtAOtAQr-.-AOtAO,----Total --=--_
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 nine (9)months
(fifteen months when death occurred from December 22,1965 to June 16,1971,inclusive;
and twelve months when death occurred prior to December 22,1965)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.
APPRISER ITitle _
SignedDate_S_e_p_t_e_m_b_e_r_2_B_,_1_97_2__..
DATE OF DEATH:March 21,1971
.r
Note:This is not a bi II.
Jr~···
SUMMARY'.,.
'-'.:RCC-39 (5-68)
..'~
COMMONWEALTH OF PENNSYLVANIA
TRANSFER INHERI.TANCE TAX',
RESIDENT DECEDENT'
Estate of FORTUNA,·WILLIAM·
(Last Name)(First Name)(Initial)
DATEOF DEATH 3-21-71 FILE NO.63-71-621
.REPORT OF INHERITANCE'TAX APPRAISER
September 28,1972Dated:
I,the undersigned duly appointedInheritance Tax !,\ppraiser in .and for the County of .\vashington
Pennsylvania,do respectfully repo~t't~ilt I have'appraised the re~l and personal property'as reported in the foregoing return at
the values set forth Qpposite each item in the last .cQlumn:to the rfght in Schedules "A","B","C",and "E".
~~e-d~~
.INHERITANCE TAX APPRAISE.R
SEP 29 19U RUSSELL MARINO".Dated:
REPORT OF THE REGISTER OF WILLS
I,the undersigned duly elected ~egister of Wills in 'and fQr .\vashngton County,Pennsylvania,do respect-
fully report that I have allowed deductions in the amol,lnts claimed by depQne t as to those items where a greater or
lesser amount is set forth in the last column to the ri$ht in Schedule".;which great or lesser amount represents the sum
allowed as a deduction.
3 864 00
11,136 00
15 000 00
$.11:\'nnn ~n
~
15.000 00
3.864 00
11,136 00
VALUE AS REPORTED ~ALUi~SoWGRAOS8D.~ALUE AS REAPPRAISEDINVENTORY
Real Property (Schedule A)
Personal Property (Schedule B)
Transfers (Schedule C)
Joint-Held Property (Schedule E)
TOTAL GROSS ASSETS
Less Debts and Deductions
(SCHEDU'LE F)
CLEAR VALUE OF ESTATE
Valuation·of life estates or
FOR USE OF REGISTER ONLY
Tax on'$~
Tax on $l',~~00·~
Tax on $5%
Tuoo$lK
Tax on $15%
~~ptioos *
Total Estate -~_
TOTAL TAX
COMPUTATION OF TAX
$--....,...--,..".."=-"-=-,,,.....
$_.--_.,......,.=6=6t:4-'!1~6:....,
$....,...-----..,..j.--
$------..,..j.--$-------4--
$___....----.L...,..-
(*)As evic;lenced 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 $__-....,..---1[=.'..Add interest at rate of 6%from___......._to $
AMOUNT OF ESTATE TAX ASSESSEI)$----'---.L-
Estate tax paid $-_-....,L-I '.'
BALANCE DUE $-;""--.,-JL.:.-
Add interest at rate of 6%from
to TOTAL TAX BALANCE :==========~~PAID $--JL
FOR USE OF REGISTER ONLY ADJUSTMENTS
NOTE:Where subsequent adjustments are mllde to the above computation of tax by the Register of Wills,for proper reason,
same should be noted below,with short exp~anation~..
:~~inistration !No Year .
IN THE
MATTER OF THE APPRAISEMENT
OF THE
ESTATE OF
WILLIAM FORTUNA
Deceased
Late of DONORA :.
County of ......JiASHINGT.O.N ....
Commonwealth of Pennsylvania
REPORT AND APPRAISAL
;;.
----._------
...
[,
7 f
,•
I DE!AItTME1'~T OF REVENUE
BUREAU OF COUNTY COLLECTIONS
HARRISBURG.PENNA.17127
COMMONWEALTH OF PENNSYLVANIA
RESIDENT INHERITANCE TAX
APPRAISEMENT
-_.-I-~-l
DATE ...~.~.P~.~.~:t:>..~.r.......~.~..t }.~?~..
COUNTY ..~Jiashingt..o.n .
FILE NO §.~.:.?.!.~.§.~!: .
DonoraItfFtWill·Whereas,............l.am.....or una..........................................................................ae 0 ...............................................................................................................
in the County of ..........:.......Was.hi.ng.t.o.n.............................................................................Commonwealth of Pennsylvania,having died on
the ....................21.....st....................·····..............................day of .............March.....................,.....................19....71;=seized and possessed of an estate
subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania;
Therefore,I,........Fred.....'1'.os.i.........................................................................................,an appraiser duly appointed according to law,
haying been designated to make a'fair and conscionable appraisement"of the said «;!state,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 AppraisementDescriptionofAnetValuesMadeforInheritance,Tax Purpo.es
$
REALTY:
.See annraisement filed 15,000 00
I
I
,
l
.
.'
'.
,..
Total 15,000 00
.
,
form~;v~fhbl::::rh~wC>l"llaC<"'~~.~:;o~.,..~:t;.t~o02r~~se~e:;~~~e1~2~
.......................~-.........................................~...................=G,......~...e .......
(#······Z····z9,····································.............................':;:~.........umb and Sln;et)
................?c::.·..~_:,~.....iP;;;..O.;;;;..\.....................................•Penna.
........JvASHING.TON ..County
".ro l'\['-0"if.~i !.~Eg..i-:......-.",.
~;
RESIDENT INHERITANC~..TAX.APPRAISEMENT
Estate of
WILL1A}!FORTUNA
XXUXWUJaDNX
Deceased.
Late of
DONORA
~:;a;L,~:~:Jz;~;~~~;·····21.3]ll ;..
,.
Page,/.y/~..~N~~.~.~.?~.~.~~~..
Filed in Register's Office,..s.e..pt..•......2B 19 7.2 .
Amount of tax due,$.
DEPARTMENT OF REVENUE
Received,
Exa.mined and Approved,.
Wrote abo.ut Appraisement,.
Appeal f"om Appraisement,,..
Entered and char9,ed,;.
07'2 rEli"'.7q"P~l"2 tilJ..1 J..".1 •1..
RUSSELL MMilNO .
"REGISTER'OF WILLS
WJtSHINGTON CO.•PA~
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