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HomeMy WebLinkAboutOC1971-0664 - ESTATE OF GALLOCounty of ... W~~.4tpgt9A .......... . . . . . . . . . T?AY. P:~f.~C? ......... · .. ·;'~ ............... of .... ~4? .. 1'1~ ?-.:r:~.c.q. :\.v:~P-:~~ 1 •• \i~.s.~t!1;E5~~nt .. ~a· (Name) (Addreu) . · being duly -----~;::~Qf'_~----------------------·"ording to law, deposes and says that he is the --------~-~t?..!.:~~!!--~------------------------------1 (Exec., Adm., Lep-. Etc.) of the estate of _______ J_u1_i_g ___ Qg.J_lQ\~---------------------whose last residence was __ z)±g __ ,W~J.tJ.9..h-___ ~:.Y-E?.D-.l!~------------------ '--· (No.) (Street) _____ Q_an_t_on .. 'I.o.wn.s_h.i_fl __________ deceased,:d that the whole of the estate of said decedent, who died.i!'.l!.~.Y-... ?.~L-)2}9 (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 Estimated Value •c.' THo-stoi'v frame shinr:l"ed house -Lot 394 -Canton TtJT,rnship. Deed 1,ras in names of Tony Gallo and Julia Gallo, Daughtei', as l/2 of per Deed Book Volume 1259 page 750. $2500.00 . atf_ tf---0 If~ J 1n roo: --1 I A~. I J 2. 1)/j ~ -~ ~ / .-I ~,_r ~ 7 l I f I II rA ;if( :;t, f__ If> I -. ifvj_~~ ·~ v11 fl f(~"/ t r ,. Personal Property NOTE: You may expedite the processing of this return 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 ' :.. Transfers within TWO YEARS Prior to Death l jl.J .. Estimated Value 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 IN WHICH DECEDENT RENTED A SAFE DEPOSIT BOX THIS SAFE DEPOSIT BOX RENTED IN NAME OR NAMES OF BENEFICIARIES RELATIONSHIP SURVIVED AGE OF LIFE BENEFICIARIES AND ADDRESSES (If step-childt·en or DECEDENT TENANTS OR (State full names of all and their addresses who have illegitimate children STATE YES ANNUITANTS an interest, vested, contingent or otherwise, in estate.) are involved, set OR NO, AT DEATH OF forth this fact.) DECEDENT RELATIONSHIP OF JOINT HOLDERS TO DECEDENT INTEREST OF BENEFICIARY IN ESTATE ) " RESID~N!~DECE;DE~T DEBTS AND DEDUCTIONS CLAIMED NOTE:· List first 1lve''hems in the spaces so provided, observe notations thereon, and instructions. DEBT OR CLAIM NATURE OF SAME AMOUN'T · THIS COLUMN .ttEGISTER ONLY Abel Funeral Home Funeral expenses paid $ .1R?n nn $ Julia Gallo Family exemption (will not be allowed unless decedent died residing with a spouse or children.) 1500 00 Administration Expenses • Counsel fees • I Fiduciary commission • OTHER DEBTS AND CLAIMS (*) See Note below Abel's Funeral Home -complete funeral -$1333.00 Cathol~c Ce~eteries A~sociatio~ Open1ng or Grave -$130.00 Simon V.lhi te 1 s Sons -Harker - $157.00 Cemeterial Lot -Sold & conveyJd by Joseph Gallo -$200.00 1 Total -$1820.00 I i I - Total $ii20 DO "'JJ Lc • \.:::> Note: The estate agrees to advise the Register of Wills if the amount actually paid in settlement of any fee, commission oi· debt is greater or less than the estimated amount claimed and allowed. -' . '. Subscribed and sworn to before me this ..................... . ., ...... ~~~ .... · ..... ::y ..... _j_ . ................... .i.. ..... T.ony .. G:all.o ..... . · • (Ezef'lty-Ad~i~tA;)~ AI, W1tness: ';e/~ {~u~l!!.~ ..... 242. YJ'f;.ir.i.ch .Av .. nue ............... . · (Street Number) ..... ~~ ~ ~.1?-.~~g~. ?~ 1 .• ~ ~ ~~~y + Y: ?-P ~ ?-...... . (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 .. : ............. ~ ..... dayof ........... ~ ............... ~ .... ,l9 .. 7./. \J} . ........... ~~--~·· .. ~0 .... App~ ln the event that any future inte1·est 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·inheri- tance taxes at the lawful collateral rate on any such future interest. REPORT OF THE REGISTER OF WILLS I, the undersigned duly elected Register of Wills in and for .... f.....<..J~ ........ County, Pennsylvania, do respectfully report that I have allowed debts and deductions in the amounts claimed by deponentekxcept as to those items where a greater or lesser amount is set fort~ in the last column to the right in said schedule above, which greater or lesser amount represents the sum allowed as a deduction. Dated: ............. 7. :-. -~ .:-:. 7. /. · · · · · · · · · · · · · · · · ~-~·t:h1.t.~~-;~·········· 'I /· .,, 1 • JI>. (" Form No. RCC-62 (6-70) Will Administration l No. · · . · ...... Year .... . IN THE MATTER OF THE APPRAISEMENT OF THE ESTATE OF Deceased Late of •••••••• \. •••• 0 ••••••••••••• 0 •••• County of .............................. . Commonwealth of Pennsylvania REPORT AND APPRAISAL \:\.• . r/ .. ~_\-'J > o' c, . -r • ·-<·"' '. ' . / I I I i ,\ ' .' . ' '· ,...,,\·,.· ._~ ...{ -... · -1 ~.I If I ,., I I J I I I /'' RCC-81 (2.-64) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS INHERITANCE TAX DIVISION NOTICE OF FILING OF APPRAISEMENT TONY GALLO-INFORMANT IN YOUR REPLY PLEASE REFER TO In Re: Est ate of ___ J~U~L~I~A~G~Ao.:L~L~O:.__ ______ _ _____ _:.\'.:..::.fA::._S.:..::.H:..:.I:..:N..:....:G:.....:T:.....:O:...:N::._T ___ County -File No. 6 3-71-6 64 Dear Hr. Gallo, You are hereby notified that the oriBinal. appraisement in the estate of JULIA GALL has been filed in the oGfice of the Register of Wills qf\VASHING'l'ON County on July , 19 71. Said appraisement reflects the following valuations: Real Estate 1 250 00 1 Personal Property __________________ __ Transfers __________________________ __ Total 1 , 250.00 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 (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~u~l~v~6~,~1~9~7~1~----Signed Title FRANCES LEO, CHIEF APPRAISER ESTATE INSOLVENT DATE OF DEATH: July 28, 1970 Note: This is not a bill. J .. RCC-39 (5-68) COMMONWEALTH OF PENNSYLVANIA TRANSFER INHERITANCE TAX RESIDENT DECEDENT SUMMARY Estate of_G....;.A--=1=-=L:..=O ___ ~J~U~L-=IA~----------DATE OF DEATH 7-28-70 (Last Name) (First Name) (Initial) REPORT OF INHERITANCE TAX APPRAISER •.. - FILE NO. 63-71-664 I, the undersigned duly appointed Inheritance Tax Appraiser in and for the County of \vashingt 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: July 6, 1971 ¥~~ tu-J~ iNHERITANCE TAXAP p RAISER • 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 depo~,-e-x-~ 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 esser amount represents the sum allowed as a deduction. Dated: _......;::.J~u~1:..,~.y~6~,--=l;.;::9~7..::::l=----{J--e_~ INVENTORY VALUE AS REPORTED VALUE AS APPRAISED VALUE AS REAPPRAISED Real Property (Schedule A) Personal Property (Schedule B) Transfers (Schedule C) $ 1 2.r:;o 00 1 ?.r:;o oo $ $ ____________ ~--- Joint-Held Property (Schedule E) TOTAL GROSS ASSETS Less Debts and Deductions (SCHEDULE F) CLEAR VALUE OF ESTATE Valuation of life estates or 1.250 00 .1 ":\?.0 0() ESTA annuities . . . . . . . . . . . . . . . . • . . $-----+--- ESTATE TAX ASSESSMENTS $ _________ ...~,.__ 1.250 00 .1 120 ()() T E INSOLVENT FOR USE OF REGISTER ONLY COMPUTATION OF TAX Tax on$ 2% Tax on $ ---------+----<:1%) $ ____________ ~_ $ ______ ~-- Tax on$ 5% $---------~---- Tax on$ 10% $ ___________ ~_ Tax on$ 15% $ ___________ ~_ Exemptions * Total Estate ---------'1---- TOTAL TAX $---------~--- Less tax previously paid $======+=== 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 $ _____ __._ __ (*) As evidenced by Charitable Exemption Certificates issued by the Secretary of Revenue. BALANCE DUE $ _____ ---~. __ Add interest at rate of 6% from ------~10-------$------4-- TOTAL TAX BALANCE $ -----+--PAID $ __________ __J,_ __ _ 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 t No. IN THE Year ........... . MATTER OF THE APPRAISEMENT OF THE ESTATE OF .JlJL.J:A..QALLO Deceased Late of. \vASHINGTON County of HASHINGTNN Commonwealth of Pennsylvania REPORT AND APPRAISAL i • ;~ "I ! I-, Form ROC-2 ' . ,_,- \ ,-r-· DATE .......... ~-~~.¥. ..... ? . .'-. ....... ~ .. ~.?..~ ............. . DtPART~l'f'r OF REVENUE BUREAU OF COUNTY COLLECTIONS COMMONWEALTH OF PENNSYLVANIA RESIDENT INHERITANCE TAX APPRAISEMENT COUNTY ...... Y~.~.h.~.J:.l:g.~-~-~ .................................. . HARRISBURG, PENNA. 77 72 7 FILE NO.~ ...... §.~.: .. ?..!.:: .. ?.?..~ ....................................... . Whereas, ................................. JJJ.L.lA. .... G:A.L.LQ ...................................................................... late of ................................... :WA.S.B.l.N.G.l'.O.N ............................... . in the County of ............................... J~A§HJ.NQ.T.N ................................................................ Commonwealth of Pennsylvania, having died on the ....................................... ?.~.~-~ ...................................... day of ..................... J..-q.l.Y ....................................... 19 .... 7.9., seized and possessed of an estate subject to Inhentance T d th I f th C I f P I ax un er e aws o e ommonwea th o ennsy vama; 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 Purposes $ REALTY: TlvO story frame shingled house -Lot 394 -Canton Tmvnship. Deed 1vas in names of Tony Gallo and Julia Gallo. dau.e;hter. as per Deed Book Volume 1259 _page 750 1.250 00 ESTATE INSOLVENT form~~"!:fhb:: ::fh~w<>rfl ~~~· ~:; o~~~~~·~~~~~nt::Q:i~? Appraiser ................................................................................................ ........................................... .. ................... (Number and Str,eet) ......................................... W.~ .......................... , Penna. (Post fflee) ' I ' I I 1. I -·----------- 1•/ASHI NGTON County RESIDENT INHERITANCE TAX APPRAISEMENT Estate of JULIA GALLO Deceased. Late of WASHINGOTN Date of Death 7-28=70 . J ••••·••·•••··•·••••·••·•••·•••••••·•••·••··•·•··••·•··•·••••••··•••••••••••••••••·•• Appraisenzel!t Docket Vol S ~--/ J? 7 Pa e Lj_ .,r ············~·3·~··;·l·~·················· g , ...... ············· ... ..... ············ :No. . .............................. ?.?..~. Filed in Register's Office, ....... }.:L.I.J..:.Y ..... § ....... 19 .... 7.J Amount of tax due, $ ................................................................... . DEPARTMENT OF REVENUE Received, Examined and Approved, Wrote abo.ut Appra-isement, i' Appeal j1'om Appraisement, Entered and charged, ! ) -, (~ 11250.00 3) 3 2 0 .0 0 - ' 1820.00 15 0 0.0 0 3~320.001 , .00 T