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HomeMy WebLinkAboutOC1971-0703 - ESTATE OF BONACCIj <nnnunnuwralt~ nf Jruu5yluauia,} llaalJiugtnu Qlnunty, 55• KNOW ALL MEN BY THESE PRESENTS: Whereas, at Washington, 111 the County aforesaid on the 6th. day of Ju1y A. D. 19 71 , before me, Russell Marino , Register for the Probate of Wills and Gr.anting Letters of Administration in and for the County of Washi!1gton, in the Commonweald1 o[ Pennsylvania, the last Will and Testament of Giacinta Bonacci late of Cit~/ cf Monongahela m the County aforesaid, deceased, (a true copy whereof is to these presents annexed), was duly admitted to probate; and Maria De Guarinoni the Executor 111 said \Vill and Testament named, having appeared "before me and taken and subscribed the oath of office prescribed by law; NOW, THEREFORE, I, Russell Marino , Register as aforesaid, do grant these LETTERS TESTAMENTARY, unto the said Maria D. Guarinoni committing unto Her the administration of all and singular the goods and chattels, rights and credits, which were of said decea-sed, and requiring Her to exhibit a true and perfect inventory thereof into the Register's Office, at \Vashington, within ninety days from the date hereof, and to render a just and true account of said administration at the expiration of six months from the elate hereof, ami to regard and comply with the provisions of the laws of this Commonwealth relating to inheritance taxes. IN TESTIMONY WHEREOF, I have hereunto set my hand and the seal of said Office at vVashington, this 6th. day of July Ill the year of our Lord one thousand nine hundred and Seventy One Register WILL OF GIACINTO BONACCI I, Giacinta Bonacci, unmarried, of the City of Monongahela, Washington Coun~y, Pennsylvania, having full legal capacity in the premises, do hereby make this my Last Will and Testament, hereby revoking and making void any and all Wills by me at any time heretofore made, in manner and form as follows: 1. I direct my Executrix, hereinafter named, to pay a 11 my jUSt debtS , fUneral eXpenSeS , tranSfer i h her f tan C e , succession and estate taxes for the payment of which my estate J I ----··-··---·-· .... ,..-.... ·-~- may be lawfully liable, and the expenses of the administration of my estate as soon after my decease as may be proper and expedient. 2. All the rest and residue·of my estate, both real-- and personal, and wheresoever situate or found, of which I may die seized or possessed, or to which I may be entitled at the time of my decease, and rema~ning after the payment of the several items set forth in the preceding paragraph hereof, I will, devise, and bequeath unto my niece, Maria D. Guarinoni, of T h e B o r o u g h __ () ~--~ e w E a g 1 e , W a s h i n g to n Co u n t y , P e n n s y 1 v a n i a ; provided; however, that she shall survive me in life. In th~--· event that my sa i d n i e c e , Mar i a D . G u a r i non i , s h o u 1 d predecease me, then, I will, devise, and bequeath. my said residuum estate unto my grandniece, Henrietta R. Borsani, of Carroll Township, Washington County, Pennsylvania. 3. I do hereby appoint my niece, Maria D. Guarinoni, to be the Executrix of this my Last Will and Testament. In the event that my said niece should predecease me, then, I do hereby appoint my grandniece, Henrietta R. Borsani, to be the Executrix of my Last Will and Testament. IN WITNESS WHEREOF, I, Giacinta Bonacci, the Testator, . -: ·-. ~ --,----.. ·~ .. ~ -· -~ .. ·----~-.... .,.. ..... ,., ~. --... ~ .. -. ... .. ~ .,, . < -·. "'"' .... -... --. ----~--~ ··~ ...... ~--·--·--·. ~· ;-.. ... .... ··, ' -~·· II I The foregoing instrument was ·signed, sealed, published, acknowledged and declared by Giacinta Bonacci, the.above named Testator, as and for his Last Will and Testament, in the presence of us, who, at his request, and in his presence, and in the presence of each other, have hereunto subscribed our names as witnesses hereto. &3-7/~ 7Cl3 l\ffibautt ®f fxrrutnr ®r l\bmtutntratnr ~tatr nf Jruusyluauia } Qtnuuty nf llas4iugtnu !l!l: Personally before me, the undersigned authority, a .. .N.o.tar..)L.P..ub.lJc ________ in and for said County and State, appeared ___ M_g,_r_:i__g_ _ _JL ____ g_IJ.,g_r_i_n_QJ)j__:t, _____________________________________ .. who, being duly sworn according to law, deposes and says that she is the executor ~XXl.liJXlmt~x~~lX of the es- tate of ___ (i!ACJNIQ ___ B_Q.N.A.G.C.L., ________________ deceased, that the foregoing schedules constitute a J complete inventory and appraisement of the real and personal estate of .GJa.cJn.t.o. .. .B.o.nac.c.L~ deceased, except real estate outside the Commonwealth of Pennsylvania; that the figures opposite each item of real and personal estate in the foregoing schedules are determined and stated by the undersigned to be the fair value of said items as of the date of the decedent's death, based upon ·a just appraisement of each item made by the above named Executor [Z' · . Sworn and subscribed before me this .. ./t,.!!! ....... }~ ' (]) ~ r day Of NQV.emmAer t9 71 · · .... #"4~~ ....... :.//4 ........ -:~-... .rr~..;? -........... · G~· · ... ,...... · .. ........... Executor,..-.AJdJ9iiM~~ BETTY£ W~~t,4~~ .wnongahela, washington county, Pa. ADDITIONAL INSTRUCTIONS Mt Com~issivn Expi,res .5-4-7 !2.. • . • • • I. Mlil\:13, :tBY.tmtory must be filed Withm three months after appomtment of personal representative. 2. A supplemental inventory must be filed within thirty days of discovery of additional assets. 3. 1 Original and 2 Copies and 2 RCRI-34, Under $10,000; 1. Original and 2 Oopies and 2 RCRI-33, Over $10,000, including Copy of Will; 1 Original and 3 Copies and 2 RCRI-33, Over $50,000, in- cluding Copy of Will and copy of Federal Estate Tax Return. .~ · REFERENCE FOR ADDITIONAL COPY Act of 1947 P.L. 513 Sec. 5.2, 72 P.S. 4844.2 3fuurutnry aub .i\ppraisrmrut of the goods and chattels, rights and credits which were of ..... G.IA.C.I.NIO. ... B.D.N.A.C.C.I .. , ........................... .late of ....... M.QJl.Q.n.g_q._.h~ . .l.~ .. .J ...•... '.' ....... ~ ..• : ................... . Washington County, Pa., taken and made in conformity with the above affidavit. DOLLARS CENTS I F===========================================~~==~============l I PERSONALTY: First Federal Savings and Loa~ Associa- tion of Monessen (Monongahela Office) -Certificate of Deposit No. 22-0116 1640.856· shares common stock -Wellington Fund @ $11.58 Wellington Fund -Dividend June 30, 1971 Wellington Fund -Dividend Sale of Furniture 1 Pontiac automobile -sold to John Masterann for junk value REALTY: None Personalty Rea 1 ty Total Assets Monongahela, Pa. Dated: November J&, 1971 $35,615.11 0.00 $35,615.11 ~6 ,159 19 ,001 179 100 66 10 35 ,516 0 27 11 73 00 00 00 1 1 00 I c;6 sLI~ ~ J-7/-70'3 Inventory and Appraisement IN THE EST ATE OF G.I.A.C.I.NI.O ... B.O.N.AC.C.I.~ .............................. . Filed 19 ........... . .. ----.J J : -..:: ::::J > rn .:::o (.f) <.-:> c.: =-(/"" -(.!"l (" z -J .. :...: r:;-J r0 · · -·! : ....... ; t 0 ,-·-., -"'V· -~ --o~ g :-;;~ ~; r-z -or-o :r::~ (/) c::::> -J -o' ~ r-..J -...J.' 1-i-1 t._:) Joseph L. Hoffm::.nn Attorn~::'" ::>t r:1w 142 W. r.:::::1.:..1 S~ree\ monongahela, Pa. 15063 LUkz?f;0, ~ sr:o-s- 7 ....,_ ~~diJ : ~ _j 0 3-.J/-7CJ 3 " ' RCC•43 (5-65) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE HARRISBURG NOTE: TO BE SUBMITTEO IN TRIPLICATE . Pennsylvania Department of Revenue Bureau of County Collections 26 S. 4th Street Harrisburg, Pennsylvania Dear Sir: ' I #o•' ... !,. . ·"'.(.: i·'F.l r O!r~~ ... · . ..;. v 3: D .. 1.! 'l ., I Pursu(Jnt to Section 742, Pennsylvania Inheritance and Estate Tax Act of 1961, we herewith submit the following report: NAME OF REPORTING :FINANCIAL INSTITUTION First Federal Savings & Loan A.ssociation of Monessen . . ADDRESS West Nain at Linn, Nonongahela, Pa. 15063 ACCOUNT NO. OF JOINT, TRUST .OR INVESTMENT DEPOSIT_._:_s...:.-2.:;.:.00..;..:JJ3;:.;:..::.1 __________ _ NAMES ON ACCOUNT OR INVESTMENT Giancinto Bonacci--Trust~e Maria Guarinoni--Beneticiary · Serafino Bonacci-----Beneficiary DECEASED JOINT DEPOSITOR, TRUSTEE OR INVESTOR Giancinto Bonacci ADDRESS 101 Chess St •• Monongahela, Pa. 15063 DATE OF DEATH --~~IH3_19_, ·_lc;..../7_1 __ SURVIVING DEPOSITOR, BENEFICIARY OR INVESTOR. Maria Guarinoni Serafino Bonacci ADDRESS _______________ __ RELATIONSHIP TO DECEDENT Maria -Niece ~·~ra.tino-l~ephew . DATE DEPOSIT OR INVESTMENT WAS ESTABLISHED 4-3-70 ------~~----------------------------BALANCE, INCLUDING INTEREST DUE, AT DATE OF DEATH $_l:..L.•80=6..:..:.1~5~·-------------- //. 1J 1 s-1" x. "'31 r a (;. 1 ~-=-.s 1 t). cr )-Peter 0 rf.ri!fitb ' ~aReA Manager _j .... ~· x r 5 1 () . f ;L. _ ~.;: fl. s s Signature TITLE .·. j ., . I .. !SPSJE.i.Y.Ik9_ f.Q P_J?.IIE t6 .• ~Jf·~ .... ~ . 1 ~ "" ':t:~·'I''C\S', -~--------------\, ' RCC• ll~ • .-11.!· COIIUIIOM!1EAl.1'H OF PENNSYLVANIA l)lf'ARTMEHT OF REVENUE Bl_.J,RUU OF COUNTY COLLECTIONS INHERITANCE TAX OIVISIOtl •I OFFICIAL NOTICE OF0IN~ERfTANCE TAX APPRAISEMENT AND ASSESSMENT OF ASSETS NOT SUBJECT TO ADMINISTRATION TO: Maria Guarinoni 101 Chess . St. , Date: __ .;._.jAilJugus~r.;;lkt._l2""""4,~+~m,.,._ ____ _ County ·::!:0 Hil~'::ON Monongahela, ?a. 1506J County File No.---------- BureauFileNo. G3-7!-1Qj Under the Inheritance and Estate Tax Lows of the Commonwealth of Pennsylvania such transfers are taxobl~ 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 cons1sts of: Jt. lirst iedcral ~avi.n£a & . Loan . Aseociation of Honessen, Honongahela Office. In the nane of Maria Guarintmi and Serafino Bonacci. Opened April ), lo/10. Balance as of date of death 03,806.15 -------------------------------------------------------------------------- appraised by the Commonwealth, as of the date of death at $ 3,£?06.15 __ 5_0_% of this amount is taxable ot the rate of />-,J!il % DATE OF ASSESSMENT TAXABLE AMOUNT LESS: ALLOWED DEBTS NET TAXABLE AMOUNT AMOUNT OF TAX DUE 0 If you pay the above amount within three (3) months of the dote of death of the decedent, or on or before ;?ept 30, 19___7l_..., you may deduct a discount of 5% of the amount of tax due, or 0 This tax became delinquent, 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 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 rote of 6% per annum unti I paid TOTAL AMOUNT DUE ORIGINAL ASSESSMENT $ 3,006.15 ---=------- ----·---~ ---- -.. -. ··---·-· AMENDED ASSESSMENT $------------- ; ;~-~ ,~r;ol . ----------------- $ =============== APPRAISED BY: _________ _ (Inheritance Tax Appraiser) ASSESSED BY.----------------- (Agent for the Commonwealth) INSTRUCTIONS TO TAXPAYERS Make checks or money orders payable to: f'-;;-7 I To insure proper credit to your account rhis Official Notice must accompany your payment. Mai I or bring it to: " If you have already paid this tax to on executor, administrator, attorney or other personal r~presentat,ivt ~ .~--t" · decedent for forwarding to the Commonwealth, list bel().w the date paid, name aryd address of the person.to wtu•"' you made payment, their official title and the oniourt. Date Paid Nome and Add1 ess d Pw,ee ___ , __ _ Official Title Amount Paid -----··------·--·- Under certain circumstances, if, after the dote of death of the decedent, you personally paid funeral expenses or other just debts of the decedent, witl; 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. H 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 on amended assessment of tax. • THE THREE TESTS WHICH MUST BE MET ARE THAT· l ·You were personally legally responsible for thesf' lebts, and 2 ·You actually paid these debts out of the account or property described above and con furnish proof of such payment, if required, one ' 3-These same debts are not also claimed, for tax purposes, by an executor, administrator Qr other personal representative of the decedent handling the administration of the general estate of the decedent or any other transferE"e. SCHEDULE OF DEBTS -- Date Paid Norne of Pa~ee Descrietion o.f Obligation Amount Paid - ·- --- . I 1 ·-~ -; ·~ -·i ·----·----~ TOTAL $ -(attach separate sheet if required) COMMONWEALTH OF PENNSYLVANIA) SS: COUNTY Of .) I, hereby certify that th~ foregoing is o 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 hy any other pe:son, for inheritance tax purposes. SWORN AND SUBSCRIBED BEFORE ME THIS _____ DAY OF ---------·---------19 s,\;no1ure of Taxpayer ·------------·------··--------·---·-·------- REPCRT OF REG!-:,TEr~ OF ¥tiLLS I, the undersigned, duly elec;eJ ~~. \1. ,tt r of\\ ih; ,, r.r.d fo; 1r • o ·''"cr-. .'-,ty du rp·,pectfully report that I have allowed deductions listed c~,._;\ e ,,, the !o 1'!l ~:.~:·w;! .-: \ . ---·-------· ,., Date of Approval_·-----·-······. ___ -·-_ .... -· _ -- -·1 J ! I l '• RCC· 134 I 1·69) " COMMOHWEAL TH OF PENNSYLVANIA DEPARTMENT OF REVENUE fiUR.EAU OF COUNTY COLLECTIONS INHERITANCE TAX DIVISION OFFICIAL NOTICE OF INHERITANCE TAX l APPRA!SEMENT AND ASSESSMENT OF ASSETS NOT SUBJECT TO .ADMINISTRATION __l TO: Maria Guarinoni 101 Chess St., ·Monongahela, Pa. 15063 Mo::~. ·Ctf ~-i. -----------------------------------~ •••t Dote: August 12, 19'll WASHOOTOll CountY---------------------------- County File No. _________ _ Bureau File No. _________ _ We have received notice that, .XXXXXX on JunO 30 l9_7l_, you came into ownership of certain pr~erty through ~XIDDtDJCiq~li-·h *"-transfer from Giancinto Bonacci, deceased . Under the Inheritance and Estate Tax Lows of the Commonwealth of Pennsylvania such transfers are taxable and the liability for the payment of thr inherito'1u ':'-.:due IS imposed upon you, as transferee. · The property on which tax is hereby assessed consists of: Jt. first Federal Savings & Loan Association of Monessen, Monongahela Office. In the name of Maria GUarinani and Serafino Bonacci. Opened April 31 l'TIO. Balance as of date of death $3,806.15 appraised by the Commonwealth, as of the dote of d~ S 3,806.15 50 %of this amount is taxable at the rate ofBF% I' ORIGINAL ASSESSMENT AMENDED ASSESSMENT DATE 0 F ASSESSMENT ----;::;;;;~;:;;:;::::=:---3-18o6.15 $ . $-------- 1'/IJ.o ~ ~-TAXABLE AMOUNT LESS: ALLOWED DEBTS~ ~vw.-· NET TAXABLE A~OUNT 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 . Sept 30, 19 71 you may deduct a discount of 5% of the amount of tax due, or 0 This tax become delinquent, fifteen (15) months after the dote of death and, in addition to· ,-he tax, statutory interest at the rote 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 ) / ' ~ --F.--t-0:.92 ~rs-.1!-~ -.... ~ APPRAISED BY: ~ft.,~,, ~ i c\ ., ·~ ASSESSED BY:----------------------1 (InheritancE' T~~ Atip'raiser) (Agent for the Commonwealth) INSTRUCTIONS TO TAXPAYERS Make checks or money orders payable to: ~~~(f~~ ~ a~..d.~, J<.o s :2-9~/ ys- IA/~ ~~~~ ~u.£ .. / £3~ -/~ ?1~.~..::.~:~~~-~­ J~~ ~~ -----~-~ ~~~-~-~-~ ~~r·----;l,;r:...-c~-:1~ To insure proper credit to your account this Official Notice must accompany your payment. Moil or bring it to: . c., I . . ' .E. .Oi1iMONWEALTH COURY HOUSE WASH!NGTvN. PiJi~~ L. rlfliQlDA p,ttv.n )' ·.t J.c.w t; .~ ~.. "'~/. : .~ · .. ! S:reet It> " .. .·•' .~. Pu.. H06S If you hove. already paid this tax to an executor, administrator, attorney or other personal r~presentati~~ ~f. the decedent for forwarding to the Commonwealth, li~t b~::low the date paid, name arid address of the person to whom you mode payment, their official title and the amount. ~Pate Paid Official Title Amount Paid Under certoi" '-1rcumstances, if, after the date of death of the decedent, you personally paid funeral expenses or other j"_,t debts of the decedent, with funds derived from the property herein taxed, such amounts expended by you -.ray qualify as deductions against the gross value of the property in the computation of tax due. If any sue~ expenditures meet all of the three following tests, it is recommended that you itemize the payments. below, .-.ecute the affidavrt, and return this notice. The Register of Wills will examine the debts claimed and allow tnose 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 the?e,debts, and ,: 2-You actua'lly paid these debts out of the account or property described above and co" furnish proof , .... of such payment, if required, and J -These same debts are not also claimed, for tax purposes, by an executor, administrator .or other personal representative of the deceqent handling 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 -·-·-w•-···--__________ ,., ____________ .. ___ .... ·----------------------r-····- - ·--·...-- - - ·- TOTAL $ (attach separate sheet if required) COMMONWEALTH OF PENNSYLVANIA)" SS: COUNTY OF _____ __,_ __ 'r'. Paid !_______ ------------herebv c-··rtify that the foregoing is o just and true statement of funeral expens6 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 ond belief, these some debts will not be claimed by-any other person, for inheritance tax purposes. SWORN AND SUBSCRIBED BEFORE ME THIS ____ DAY OF 19 Sig·1oture of Toxpoyer RFPORT OF REGISTER OF WILLS I, the under::.igned, duly elected Re~v:.ter of Wills in and for the above county, do respectfu!ly report that I hove allowed deductions listed above in the totCll omount of$ ____ _ . Dote o1 Approval: ____ .. -------------------·--____ _ ,, RC~ 1'14. (I-&ttl COMMGNW!AL TH OF PENNSYLVANIA DEPARTMENT OF REVENUE .SUREAU OF COUNTY COLLECTIONS INHERITANCE TAX DIVISION OFFICIAL NOTICE OF INHERITANCE TAX APPRAISEMENT AND ASSESSMENT OF ASSETS NOT SUBJECT TO ADMINISTRATION TO: iwat-J. De .• RAA&AA----- Monongahela, Pa. Date: __ A__:Ub;;a,·:u-;;=S't,--=· ::.....;::;1.2;...J,a.:-,..;.1..;..7l.:...l ____ _ WASH»~GTOI County------------- County File No.---------- Bureau File No. _________ _ . r-~ J If Under ~he _I ~her it once and Estate Tax. Low_s of the Common we a I th of Pennsy I von i a such transfers ar/td{o~'~,~·~;~,.;·~·'' and the l1obd,ty for the payment of the 1nherdonce.tox due !S Imposed upon you, as transferee. .Jttt(t'J:kN" '·j .. : l!:'·~~~~ i~' j The property on which tax is hereby assessed consists of: I\. F:\rot Federal SaY~ -~ ,...,.ut.S,cm of )fqnosMl,, Ma.gnpbala Ott1co. In the name ot Maria iill ~ i ..... iJealed, OpiM~ As-·11 '' l$0. B tlfMt! M ot D&ie If ... fJ,I06.1J ~ appraise'd by the Commonwealth, as of the date of death, at $ ---.)..l,.tt_ SO'gyj~.lo~~~f~---- 50 % of this amount is taxable at the rate of· U % '· 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 SOli\• JQ, 19 71 you may deduct a discount of 5% of the amount of tax due, or 0 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 po!d by the above dote additional interest is due at the rate of 6% per annum until paid TOTAL MOUNT DUE $ / \ $------------- ---~ ----------------------J ---------- APPRAISED BY:' -..:-~-/<.-. ·_ -·-4, ~ "-<--/ ASSESSED BY: ________________ _ (Inheritance Tax ~iser) (Agent for the Commonwealth) INSTRUCTIONS TO TAXPAYERS Make checks or money orders payable to: To insure proper credit to your account this Official Notice must occornpany your payment. Mail or bring it to: 1(~/fAU.~ AGENT FOR THE COIIIONWEAL ftt COURT HOUSE WASHINITOJI, P£11NA. 16301 I I .I I y poi this tax to an e>:ecutor, mlnistrator, attorney or ot er persona ~e ecedent.for forwarding to the Cornn10nwealth, list below the date paid, nume apd-add"'ress of t~e person to whom you "lade payment, their officio! title and the arfi'ount:' · . Date Paid Official Title Amount Paid ---" --- Under certain circumstances, if, after ti1e dote 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 personally legally responsible fo, 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 ore not also claimed, for tax purposes, by an executor, administrator or other personal representative of the decedent handling the administration of the general es·tate of the decedent or any other transferee. SCHEDUL~ OF DEBTS Date Paid Name of Payee Description of Obl'igation .... - ---·- -- "-· -(attach separate sheet ;f requ;rcd) COMMONWEALTH OF PENNSYLVANIA) COUNTY Of SS: Amount Paid - TOTAL $ I, hereby certify that the foregoing is a just and true ;:;tatement of funeral expenses and other debts of the decedent, , for which I was legally responsible and whrch I did pay out of the property herein taxed. I further c:ertify, that tl) the best pf my knowledge and belief, these some debts will not be claimed by ar>y otl1e' perso:1, for inhPritance tax purposes. SWORN AND SUBSCR1BED BEFORE ME THIS _____ . DAY OF ·------"---·-19 ' : ' '-1 •• . ________ .. " ___ " .. __ _ Signcnu:e of Taxpayer ..,., REPORT OF REGiSTER OF WILLS ; •• J. .,... ... l..r I, the undersigned,·duJt· e~pl~d·Rt:qi<:ter of Wills in ond f0t the ab0;e f"nunt;. do r;.~.pectfully report that I have allo:-ve?,deJucf,i~~;!:ic;Y.1.q 1o.bove tnJ!:e lvtal '.1rlOI•rlt nf ~. _ .. -----------"---• Date of Approvo I: .. ---"-------.. -"-···----"" .. ____ "_ . ·-_. -"--" -· · ··· -·t, "·~. ·:, "--~-~t" ~F;1r:.------ Form RCC-~ • • • ' r COMMONWEALTH OF PENNSYLVANIA RESIDENT INHERITANCE TAX DATE ....... .S..ept.ember. .... l.,. ..... l9.7l .................... . DEPARTMENT OF REVENUE BtlREAU OF COUNTY COLLECTIONS HARRISBURG, PENNA. 17 12 7 COUNTY ........ :W.~.~.~~1'Q.~ ......................................... .. . APPRAISEMENT FILE NO. QJ..::.7.J.:~7.QJ. .................................. _ ................... . Whereas, .......................................... Q~~9..~~9. .... ~.Q~~~9.~ ........ : ...................................... late of ........ ~Q~Q~~A~ .............................................................. .. in the County of ............... , ................... WASHINGTON .................................................................. Commonwealth of Pennsylvania, having died on the ............................ J.Oth .................................................. day of ............. J.VN$.................................................... 19 ... 7l .. , 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 ()f 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 Pur pons Jt. First Fecmral Savings & Loan Association·of Monessen, Monongahela $ 3~806. 15 Office. In the names of Maria Guariiloni and Serafino Bonacci. Opened April 3, 1970. Balance as of date of· death $3,006.15. .. ·. " ' form~~fhb~: ::~;.worJ>•:~d~l~~: ~:; :r·~~~Y. ~·7~=: ~~~~ti;:::~~~ .................................. C:Jt;;_············································ ····························· .,~ ... ·············································-···~~~···························~: I I I I I ! • • • H H • WA.$l:I:J:NG':I'QN .. H. • •• ••••• •• ••• County RESIDENT INHERITANCE TAX APPRAISEMENT Estate of ................ . ......... ..GIANCINrO.BONACCI ............................... . Deceased. Late of MONON.GA~ ...... : .................................... . Date of Death, ..... J:Un.e ... .3.0.1 .... .197l. ............................. . Appraisemei!t Docket Vol., Page, No. .9..3..~.7:1,.:~::7.9.3. ...... : ....... . Filed in Register's Office, Amount of tax due, $ .................................................................... . DEPARTMENT OF REVENUE Received, Examined and Approved, Wrote abo.rlf Appraisement, Appeal f,.om Appraisement, • Entered and charged, " F<l\rm RCC-33 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS RESIDENT DECEDENT COUNTY OF .. W.A.~.H.~.N.GT.ON ................................................ . IMPORTANT: This return must be completed in detail and filed in duplicate, with will attached, with the· Register of Wills of the County where decedent resided; Return is due within one year after date of death, unless an extension is granted by the Secretary of Revenue. (Section 703 of the Inheritance and Estate Tax Act of 1961.) IN THE MATTER OF THE ESTATE OF } AFFIDAVIT OF ___ GJACJN.IQ_jl_~;~S~h; ~ ;;;;;;.!;;;<) . -.. -------EXEC.,_ ri x Late of ......... M.9.J:l . .9. .. D..9.~.b.~J.a.:.L .... W .. i:i..?. .. b.J.n .. 9 .. t..9. .. Q .............. County »»*~-~))JtX State of .... P.E.N.NS.Y .. L.VA.N.l.A. ..................................... -................. } County of ....... WASH.J .. N .. GJ.O.N.......................................................... ss: ...................... M.a.r..i .. a ....... D .•........ G.u.a.r.t . .n o . .n.i .. ~..................................... . ................................ . . ....... Executor ~~JRiRixtJt3AAt of the estate of the above-named decedent being duly sworn, depose S and sayS Decedent died ...................... J ... Y.Jle.(M~~·th·l·· u. 3.0 (iJay). ., 19{l~~~·· •{ :;;~~~eaving a last will, copy of which is hereto attached. } · Name and address of attorney or} other authorized representative to ·· whom all correspondence should be mailed. ....... J.o s e.p.h ..... L ...... H.oJ.fmann ..... ,. .. .At.t.orn.e.y. .... a.t .. Law. 242 West Main St. Monon ahela, Pa. 15063 That as such ..... E.x.e.c..u.t.r..i.x .............. deponent is familiar with the affairs of said estate and the property con- ! Jo:xecu tor·Adm inistrator) stituting the assets thereof and their fair market value. That at the time of death there was no safe deposit box registered in 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 None That the contents of said safe deposit box or boxes are itemized under Schedules ______ of this return, with the exception of the following, for the reasons hereinafter set forth: That Schedule A attached hereto and made part hereof sets forth full v and in detail all the real property in the Commonwealth of Pennsylvania of which decedent died having an interest therein. It also sets forth the mortgage encumbrances upon each parcel of real property at the date of death, giving the amount still due at death, name of mortgagee, date, rate of interest, and book and page of record thereof. It also sets forth in the columns provided therefore the assessed valuation of each of said parcels, the estimated market value thereof as of date of death of decedent. That Schedule 8 attached hereto and made part hereof sets forth fully and in detail all personal property wheresover situated owned by the decedent at the time of death; all moneys left by the decedent at the time of death, ~hether in decedent's immediate possession, standing to decedent's credit in banks of deposit, ·savings banks, trust companies, or other institutions, whether individually, or in trust for any other person or persons giving also separately the accrued interest thereon, if any, down to the last interest day prior to decedent's death in the case of savings banks, and to the date of decedent's death in all other cases; all bonds, postal savings, treasury certificates or notes and other evidence of in- debtedness of the United States to the decedent; all obligations, whether by statute or agreement they are designated as tax free, of the United States, or any state, or political subdivision thereo~ or of any foreign country, which are owned at the time of death; all wearing apparel, jewelry, silverware, pic- tures, books, works of art, household furniture, horses, carriages, automobiles, boats, and any and all other personal chattels of whatsoever kind or nature, left"bydecedent, together with the fairly estimated market value thereof; all bonds and mortgages held by decedent and of all claims due and owing decedent at the time of death, and all promissory notes or other instruments in writing for the payment of money of which decedent died possessed, of whatsoever nature, with interest thereon, if any, giving the face value and estimated fair market value thereof, and if such estimated fair market value be less than the face value, it sets forth briefly the reasons for such depreciation as to each item; all moneys payable to the estate from life insurance polici-es carried by decedent; all annuity and endowment contracts the proceeds of which were payable upon the death of the decedent; and all the corporate stocks and dividends due thereon and unpaid as of the date of death, bonds and accrued interest thereon to the date of dece- dent's death and other investment securities owned by the decedent at the time of death, with the market value thereof at such time. In the case of securities of close or family corporations, the values reported are as far as possible substantiated by financial statements of the corporations, showing the assets and liabilities thereof as of the date of death. The schedule also sets forth the interest of decedent at the time of death in any co-partnership or business, and in support of the value of such interest there is annexed to said schedule, financial statements showing the assets and liabilities of said co-partnership or business. A copy of the co-partnership agreement, (if qral, a statement setting forth the nature of the agreement) together with a statement setting forth the character of the business, its location, and such other facts pertaining to the business as may be pertinent to a fair and just appraisal of the decedent's interest therein must be submitted. It should also set forth in itemized form, together with the fair market value thereof, any other property owned or bequeathed by the decedent at the time of death. The Schedule C attached hereto and made part hereof sets forth a true answer to each inquiry contained therein and in the case of transfers ofproperty, real or personal, within two years of decedent's death, in contemplation of decedent's death, or intended to take effect in possession or enjoyment at or after death, said schedule sets forth the nature and value of such property, to whom transferred, the relationship of the transferees to the decedent, the proportionate share received by each transferee and all other facts of a pertinent nature regarding said transfers. In the case of transfers intended to take effect in possession or enjoyment at or after death, there is also attached to the schedule a cony of the deed, trust agreement or other instrument creating the trust. Ther•~ is also set forth in said schedule a list of all property, real and personal, with its value, which passes at decedent's death by virtue of the exercise by decedent, either individually, or jointly with another, or any power of appoint- ment vested in decedent, either individually or jointly, by the will, deed, or other instrument of another, with a copy of the instrument creating such power attached to the schedule. That Schedule D attached hereto and made part hereof sets forth the names and addresses of all persons beneficially interested in this estate at the time of decedent's death, the nature .of their res- pective interests, their relationship, if any, to the decedent, together with the ages at the time of decedent's death of all minors, annuitants and beneficiaries for life under decedent's Will. It also contains a statement showing which of the beneficiaries named in the decedent's will, if any, died prior to decedent, the dates of their death, their issue, andthe relationship of such issue to the beneficiary. That Sc/1edule E attached hereto and made a part hereof sets forth all property, real and per- sonal, owned by the decedent jointly with another or others, including intangible, standing in the name of the decedent and others, plus the date and place of record of instruments effecting the vestiture of real estate and the date of acquisition of personalty, plus the name, address and relationship, if any, of co-owners to the decedent. That Sc/1edule F attached hereto and made a part hereof sets forth fUlly and in detail all debts and deductions claimed for and on behalf of this decedent's estate, including funeral expenses paid; family exemption, where applicable; costs of administration of this estate; counsel fees and fUdiciary's commissions paid or to be paid; cost expended for burial trusts, tombstones or gravemarkers, and reli- gious services, in consequence of the death of the decedent; debts and claims owing and unpaid at time of death; taxes accrued chargeable for period prior to decedent's death (except those allowed under Section 651 of the Inheritance and Estate Tax Act); together with a statement of collateral pledged for obliga- tions, if any. It is agreed that the fiduciary will present proof of said claimed obligations upon re- quest, that if the amount actually paid in settlement of any fee, commission or debt is less than the estimated amount claiming and allowed, that the same will be reported to the Register o~ Wills, and that the amount of tax assessed can be reassessed in accordance therewith. That the totals of the appropriate columns in Schedules "A", "B", "C", "E", and "F" as directed therein, have been carried forward and properly registered in the S1unmary. Subscribed and sworn to before me this ................................ . ................ ; ... ./6.. ..... ~ ......... day of ........ N.9.Y.f#.m.P..f# .. .r..L ........... 19 ..... Z.J .. .. -;~~~-~~1t~'!£-~ ······················ -····· Monongahela, Washington County, ea. My Commission Expi.rgs · May 9, 19Z2 JJ?.~iZ.~~~ (Executor-A«~'@-· ~ -. . ... M. .. q.d.~ . .r5.a. ...... S...t .. r..e.e . .t ............................................................. ~ .. ~··· (Street Number) · ...N.ew .... .Ea.g.le ... ~ ... P.a ............. l.5.0.6..1.. ....................................... . (City or Town and State) NOTE: Before signing affidavit make sure all blank spaces in the affidavit and schedules annexed are filled in with details or the word "None", and in case the assets include rare and unlisted securities, securities of close or family corporations or an interest in any co-partnership or business, that the data and statements required under the paragraph above relating to Schedule "B" are attached. Also make certain that column #1 in the "Summary" has been properly completed as above-directed. RC,C-34 (Hiil);, COMMONWEAL'lH OF PeNNSYLVANIA DE~ARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS TRANSFER INHERITANCE TAX RESIDENT DECEQENT SCHEDULE "A" REAL PROPERTY Real property in Pennsylvania, with statement of mortgage encumbrances upon each parcel at death of dece- dent. Where property held as joint tenant or tenancy by entireties, report on Schedule "E". Property held by the decedent as tenant in common with another or others, should be identified as to quantum of interest and the estimated value should be that of the decedent's interest only. The real property located In the Commonwealth of Pennsylvania should be (1) (2) (3) described by lot and block number, street and street number, together with DEPARTMENT a general description of the property, with a reference to the record of the ASSESSED VALUE VALUATION conveyance by which the decedent took title; If a farm state number of a-FOR YEAR OF ESTIMATED CAUTION cres; also statement of mortgage encumbrances upon each parcel at death DECEDENT'S MARKET VALUE (Do not write of decedent. Taxes, assessments, accrued Interest on mortgages, etc.,are DEATH In this space) to be listed on Schedule "F" and must not be deducted from this schedule. None ----0.00 Insert this total opposite "real property", Schedule "A" in the X X X X X 0.00 "As Reported" column on the last page of this return. RCC-3Q~, • .. . C0MMONWEALTH OF PENNSYLVANIA TRANSFER INHERITANCE TAX RESIDENT DECEDENT SCHEDULE "B" PERSONAL PROPERTY INSTRUCTIONS: This Schedule must disclose all tangible and intangible personal property owned individually by the decedent, at the time of his death. Property owned by the decedent jointly with another or others must be listed under Schedule "E". Intangible personal property, titled in the name of the decedent, but payable at death to another or others, including but not limited to P.O.D. u. S. Savings Bonds and tenta- tive trust accounts, must be listed, despite the fact that they are not of the administered estate. ' Tangible personal property should be listed first (e.g. jewelry, wearing apparel, household goods, and furnishings, books, paintings, automobiles, boats, etc.) .·;. Intangible personal property, such as bonds, treasury certificates, cash on hand and in bank, stocks, mortgages, notes, together with accrued interest or dividends, salaries or wages, insurance pay- able to the estate or fiduciary in said capacity, partnership interests, interest in anyundistributed estate of or income from any property held in trust under the will or agreement of another, even though located outside of the State, at the time of death, should be listed in this schedule. Item No. 1 2 3 4 5 6 ITEM List and describe fully First Federal Savings and Loan Associatio of Monessen (Monongahela Office) Certificate of Deposit #22-0116 1640.856 shares common stock Wellington Fund Wellington Fund -Dividend, June 30, 1971 Wellington Fund -Dividend Sale of furniture 1 Pontiac automobile -sold to John Master ann for junk value Insert this total opposite "Personal Property", Schedule "B" in the "As Reported" column on the last page of this return. X X 35,516.11 . . rmP.~fON11K\LTH OF PENNSYLVANIA TIUNSFER INHERITANCE TAX ~SSIDENT DECEDENT SCHEDULE "C" TRA.NSFETI.S (1) Did decedent, within two years of death, make any transfer of any material part of his estate, without receiving a valuable and adequate consideration therefor? (Answer yes or no) no (2) Did decedent, within two years of death, transfer property from himself to himself and another or others (including a spouse) in joint ownership? (Answer yes or no) __ n_o __ _ (3) If the answer to (1) or (2) above is in the affirmative state: (a) Age of decedent at time of transfer --------- (b) State of decedent 1 s health at time of making the transfer. (Note 1), (c) Cause of decedent's death. (Note 1). (4) Did decedent, in his lifetime, make any transfer of property without receiving a valuable or adequate consideration therefor which was to take effect in possession or enjoyment at or after his death? (Answer yes or no) n 0 (a) Was there any possibility that the property transferred might return to transferer or his estate or be subject to his power of disposition? (Answer yes or no)~n~o~---- (b) What was the transferee's age at time of decedent's death?--=-=-==--- (5) Did decedent in -his lifetime make any transfer without receiving a valuable and adequate consideration therefor under which transferor expressly or impliedly reserves for his life or any period which does not in fact end before his death: (a) The possession or enjoyment of or the right to income from the property transferred? (Answer yes or no) __ n_o ________ _ (b) The right to designate the persons who shall possess or enjoy the property transferred or income therefrom? (Answer yes or no) __ +n~o~----- (6) If the answer to (5) (b) above is in the affirmative, state whether the right was reserved in decedent alone or others ___________________________________________________________________________________ __ (7) Did decedent in his lifetime make a transfer, the consideration for which was transferee's promise to pay income to or for the benefit of care of transferor? (Answer yes or no) --+n~o~--- (8) Did decedent, at any time, transfer property, the beneficial enjoyment of which was subject to change, because of a reserved power to alter, amend, or revoke, orn'tfich could revert to decedent under terms of transfer or by operation of law? (Answer yes or no) _________ _ (9) If the answer to (8) above is in the affirmative, was the power to alter, amend, or revoke the inter- est of the beneficiary reserved in the decedent alone or the decedent and others? (Answer yes or no) __ ~n~o~------ NOTE 1: The answers to these questions should be supported by affidavit by the attending physician as well as a copy of the death certificate. NOTE 2: If answer to any of the above questions is yes, set forth below a description of the property transferred, it's fair market value at date of death, dates of transfers and to whom transferred, with relationship of transferees to decedent, if any. Submit copy of any trust deed or instrument, if trans- fers are claimed to be non-taxable, also submit detailed statement of facts on which said claim is based, NOTE 3: List applicable property below in manner in which provided in Schedules A, B, or E. ITEM DESCRIPTION none Insert this total opposite "Transfers", Schedule "C" in the "As Reported" column on the last page of this return. MARKET VALUE (Estimated) 0.00 0.00 DEPT. VALUATION (Dept. Only) COMMONWEALTH OF PENNSYLVANIA TRANSFER INHERITANCE TAX RESIDENT DECEDENT SCHEDULE "E" JOINTLY OWNED PROPERTY INSTRl'CTIONS: This schedule must disclose all property, real and personal, owned by the decedent jointly with another or others, including intangibles, standing in the name of the decedent and others. List real estate first, as entireties, or joint tenants, giving brief description, as indicated under Schedule "A", plus the date and place of record of instrument effecting vestiture, but do not include entireties or out of state real estate value in estate valuation column. Personal property should be listed as in Schedule "B", plus date of acquisition, and the name, address and relationship (if any) of co-owners to the decedent. Description of Property, Date of Acquisition, Name l Unit Address and Relationship of Co-Owners, and Place I Value of Record of Instrument, where Real Estate. ! First Federal Savings and Loan Association of Monessen (Monongahela Office) -Savings Account #s-200481 in names of Giacinta Bonacci , in trust for Serafino Bonacci and Maria D. Guarinoni percentage Estate Share Valuation 3806.15 DEPARTMENT VALUATION CAUTION-Do not Write In This Space. Value of Entire Property .. ·----~ Value of Decedent's Interest Insert this total opposite "Jointly Owned Property", Schedule "E" , in the "As Reported" column on the last page of this return. 3806 • 15 '~ I I i ~ __ ::; = -;"· ;oop··. ,, ,, .... (12-63) COMMONWEALTH OF PENNSYYLANlA TRANSFER INHERITANCE TAX ' RESIDENT DECEDENT I~ BENEFICIARIES AND ADDRESSES State full names and addresses of all who ave an interest, vested, contingent or other wise, in estate) Maria D. Guarinoni Maderia Street, New Eagle, Pa. 15067 . . ...._, SCHEDULE "D" BENEFICIARIES RELATIONSHIP SURVIVED (If step-children or DATE INTEREST OF illegitimate children DECEDENT OF BENEFICIARY are involved, set STATE YES IN ESTATE forth this fact.) OR NO BIRTH niece yes Entire Deponent further says that all the above-named beneficiaries are living at this time except below: none NAME DATE OF DEATH RESIDENCE ,--------------------------------------------------~~ '==================================================~~============~====== (1) (2) 0 z SUMMARY (As Reported) (As Determined) Real Property ......................................................................... ( Sch. "A") $ .. . . . .. .. 0 • 0 0 Personal Property ................................................................. (Sch. "B") $ ... 3.5 .. ,5.1.6 .•. 11. Transfers .................................................................................. (Sch. "C") $ .................. 0 .•. 00.~ J.oi..n.t.ly ... Ow.n.e.d ... p.rop.e.r.t.y .................................... (.S.c.h .... ••.E•• ) $ ...... 3. ,80.6 •.. 1.5 .. $ ...................................... . Gross Taxable Estate ............................................................................... . $ .)9 .. 1~.2.2 .• 26. ...... . " ...... u u c::( z: 0 co 0 1-z: ...... u c::( 1-f (!) ....... 0 .G· s ... 0 u ....... 0 ..c .:: ~ Q.l ::: c 0 E E 0 u IT-· { /:•• . J ,...... II f 1 ..,, n ...;l I. • I < '". "'" • 'lf~!DU t 7 • N . P~, ll t , r, r =-R<, .. ,. .. ·V,).);..! I "r.~ ~l. ,,, ' l;,:zJsr;:.· .·,·:'·~!No ~.f)}(< I -q tJF t'./' ·'•'1,;rf·A .. ---'•ILL" ~ '1'/ !.-I 0 N ' 0 Ql:i co .. PA 0 . 1:1. ~ Ql:i 17 $ .. $ $ .. . $ .. . $ ................ . $ .. . COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS HARRISBURG RCC-61 (6-71) 17127 IN YOUR REPLY PLEASE REFER TO Inheritance Tax Division NOTICE OF FILING OF APPRAISEMENT 38-188-4 HARIA D. GUARINONI (Executor~ In Re: Estate of __ G~IA...,' ""'.C'"""'IN,._,_T""O"'----'=B=O=NA=C=C=I=------------- _---..:..::WA=S::..:.H=I=NG=-=T:..::O..:..:N___ County - F i I e No. 63-71-703 Dear Mrs. Guarinoni, You are hereby notified that the ____ or_J._· g_in_a_1 ___________ _ appraisement in the estate of GIACINTO BONACCI has been filed in the office of the Register of Wills of WASHINGTON County on December JO , 19_.7L, Said appraisement reflects the following va I uations: Real Estate _____________ _ Persona I P roperty __ ___..L3.L5~, 5.6!.1~6,!_t.""'ll==------- Transfers ______________ _ Jointly Owned ------------- T ota I _______ 3.L.5'-J,L.L5,.,_1~6.1L!ill~---- 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. Date __ De=-.cc::..ce:.::mb=..::.e=-r --=1=-0'-"''---=1-!-97.'...:1=----Signed ___ F_RA._N_CES __ LE_""'_O ______ _ CHEF APPRAISER Title ~ DATE OF DEATH: June 30~ 1971 Note: This is not a bill. J RC'C-39 (5-68) . COMMONWEALTH OF PENNSYLVANIA TRANSFER INHERITANCE TAX RESIDENT DECEDENT SUMMARY Estate of BONACCI (Last Name) GIACINTO (First Name) DATE OF DEATH 6-30-71 FILE NO. 63-71-703 (Initial) REPORT OF INHERITANCE TAX APPRAISER I, the undersigned duly appointed Inheritance Tax Appraiser in and for the County of __ W:u.AS~HN!ui.UlGo~.TO.L..I.lJNI.ll..-______ _ 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: __ D_,e_c"--e=mb::.=....::e-=-r--'1=-0~, -=1=-<97'-'-=1'---- INHERITANCE TAX APPRAISER REPORT OF THE REGISTER OF WILLS I, the undersigned duly elected Register of Wills in and for 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", which greater or lesser amount represents the sum allowed as a deduction. Dated:-------------REGISTER OF WILLS INVENTORY Real Property (Schedule A) Personal Property (Schedule B) Transfers (Schedule C) VALUE AS REPORTED VALUE AS APPRAISED $ $·----------~~- Joint-Held Property (Schedule E) TOTAL GROSS ASSETS Less Debts and Deductions (SCHEDULE F) CLEAR VALUE OF ESTATE Valuation of life estates or NONE 35 516 11 annuities . . . . . . . . . . . . . . . . . . . $-------4--- ESTATE TAX ASSESSMENTS $ -----.L...- 35,516 ll FOR USE OF REGISTER ONLY COMPUTATION OF TAX Tax on$ 2% Tax on $ ----------+---~ Tax on$ 75fo' Tax on $---------4--10% $ _______ 4--- $ __________ 4--- $-------------4---- $ ___________ ~--- $ ___________ ~--- VALUE AS REAPPRAISED $ _______ ~--- Tax on$ 1/1~ Exemptions c.__./ Total Estate _______ -+--- TOTAL TAX $--------------~- (*) As evidenced 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 $========== Add interest at rate of 6% from ------to -------- AMOUNT OF ESTATE TAX ASSESSED $------+--- Estate tax paid $--------'-- BALANCE DUE Add interest at rate of 6% from ----------~10------ $----------~--- $-----------4--- TOTAL TAX BALANCE $ -----+-- PAID $ _________ ~--- 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 .. O:I:AN'l'INTO BONACCI Deceased Late of ......... MONONGAHELA County of WASHINGTON Commonwealth of Pennsylvania REPORT AND APPRAISAL l~onn RCC-2 \)EPARTMD~T OF REVENUE BUREAU OF COUNTY COLLECTIONS HARRISBURG, PENNA. 77 1 2 7 COMMONWEAJ:.TH OF PENNSYLVANIA RESIDENT INHERITANCE TAX APPRAISEMENT DATE .. P.~ .. G.~.!J.lP.~r. ... .lQ., ..... J.,.97.J.:: ........ . COUNTY ........... W.4?.lf:f.NG.~N ..................... . FILE NO •... ?.?..:7.~:?._~?. ............................... -.. . Whereas, ....................................... .G.P.\:Q.+.;N.'r.9 .... ~.9~AQQ.~ ..................................................... late of .......... }~~9.~9.~9:~ .......................................................... . in the County of .................................... W-!\.e.HPP.T9..N ............................................................... Commonwealth of Pennsylvania, having died on the .......................... .3.0th. ...................................................... day of .................. ~biD.§ ............................................... 19 ..... 7+., seized and possessed of an estate subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania; Therefore, I, .................... .F.RA.NC..ES. .... L.EO ........................................................................... , 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 $ PERSONAL: SEE COPY OF SCHEDULE liB II ATTACHED TO APPRAI.SENENT 35,516 11 form:!;•!::fhbl:: ::~h~w<>r11 ~0 ~:· ~:; o~~~~~=~~~7~~~~=:~!~~ Appruser .......................................................................................................... ................... .................................. {Number and Street) .......................... kJ .. ~············· ............................... , Penna . ,. (Post Offlee) W/i$Jl:I.NJ'rQN .... .. ...... County RESIDENT INHERITANCE TAX APPRAISEMENT Estate of q~CIN+.O.J3.0.NAC.G;I; .... Deceased. Late of MONONGAHElA Date of Death, .......... ~30~?l ....................................... . Appraisemel!t Docket Vol., ........... .3.$ ................................. . Page, ... ~?.~4 ..................... No .... 9.3.~7l~7.03 ............ . Filed in Register's Office, .P.E3.9.~ ..... ~9 .......... 19 ... .TL .,_ Amount of tax dtte, $ .................................................................. . -~ DEPARTMENT OF REVENUE Received, Examined and Approved, Wrote abo,ut Appraisement, . L Appeal j1'am Appraisement, Entered and charged, ·' •, , Form RC C-10 DEDUCTIONS ALLr:!f::. ?1,. 1 26 OFFICE OF TME REGISTER OF WILLS COUNTY STATEMENT OF DEBTS AND DEDUCTIONS THE SUM OF ............ $'~~~?/±tt--DATd';?:~? . Register of Wills, Age"t ESTATE oF _G_l_;A_C_I_N_T_O_B-'O_NA_CC_I ___ LATE oF Monongahela, Washington Co. , Pa. DATE OF FILING APPRAISEMENT ---------DAT&: OF DEATH _J_U_n_e_3_0_..:_, _1_9_7_1 _____ _ DATE NO. OF NAME OF PAYEE _ AN l?t\ J_O L==-n REMARKS AMOUNT 1 971 Julv Sept. Oci ~,~'c. lov j~~~ VOUCH Ell! ---.... -7 Register of Wills Letters 21 50 Guy A. Rogers trlp to l'llonon~~hela to p~~~~ qual fy witnesses 1 5 00 7 Washington County Reports Advertising 16 00 7 Daily Republican Advertising 12 50 1 7 luaJJv Reoublican Card of Thanks 3 00 1 7 Maria Guarinoni Reimbursement for utilities 25 28 n '..I "' "' 1 7 Clyde G . Tempest Account v. decedent 489 08 1 7 Camoano Euneral Home Funeral expenses 1580 00 1 7 J p Zaccardi. M.D. Professional services 92 00 1 7 IMarv He~minqs~ R.N. Nursing services 64 00 1 7 N . G . Golomb. M.D. Profession a 1 services 130 00 1 9 Charles Chattaway Appraisal of real estate 25 00 ?n Rl'lnic:tt:lY' _nf _Wille: 2 Short r:Prtifir:ntes 2 no - 20 Cralls Flower Shoppe Account v. decedent 37 1 0 20 Marie Doty tax collector 1 971 Tax 139 34 1 6 Memorial Hospital Account v decedent 1 0 00 1 6 Charles Chattawav Account v decedent 40 00 20 Kurtz Monument Company Grave marker -" I a. 425 00 21 Com. of Pa. Inheritance Tax t:.> -f7o --r.rc ~ Es ate of Esther ~, 7 Bonacci ~ (798 w 1 5 Reaister of Wills Inventorv 5 _0_0 1 6 Maria D. Guarinoni Executrice•s allowance 1775 00 - 1 6 Joseph L. Hoffmann Attorney fees 1 91 5 00 21 Betty E. Wenzel Notary fees 3 (§· 00 ?1 R<=> n i c: t-t:l vo n T 1,1 i 1 1 c: nl'lhtc: ::anrl nl'lrl lf'tinnc: =~ 3 00 -&_ 4 7 f &'. L, .H l.. \-1 C)-4 S''i L (k...C ~ --z.. ~ ... I Cf 1 J .... ,. ,. ··-,u y (R,.-it 6-t.t'll'l-.. ., ~/ ,i .. _,..,. () /\'• {'..Cf!?..J.£ '2.£....:i:..V .~~~- COMMONWEALTH OF PENNSYLVANIA r~r~-{ ..1 ~(l~ .... C~~NTY OF W~! ~ f ~ G b ~ ~" Ya[ j n 0 n i !''' ~·" ...., ~ !....-: .. ~~ ·:~~; •THAT. TO T'!..':,Z: ,l.(. 114Y I<NOWLI!:OGE AND BELIEF, THE FOREGOING IS A JUST AND TRUE BfATEMENT OF DEBTS, FUNERAL EXPENSES AND EXPENSES OP" ADMINISTRATION SUBMihEo TO THE ESTATE OF G i a c in to, B 0 n c c i ~. BED. As' DEDUCTIONS FOR INHERITANCE TAX PURPOSES. BtTTY E. WENZEL. NOTARY PUBLIC t MONONGAHELA, WASHINGTON COUNTY MY COMMISSION. E.XI'IHE.S MAY 9, 1976 Member, Pennsylvania Association of Notar.ies Executt'x of t e Estate of Gi ac into Bonacci, deceased JOS('ph L. H .. f.·"'D.CnD. I .-1 2 :.!et Monvn6a ••• ,J.<~., Pa. 15063 F\ R US S E L L i~ .. L HI N 0 REGISTCH OF WILLS W;~sH\N\·.~·n)N CO .. PA, .00 T 16;15927 f~90lll 179.13 100.00 66.00 10.00 25~516llS 351 51611 T -1-0 21•50 + 15•00 + 16•00 + 12•50 + 3•00 + 25•28 + 489•08 + 1,.580•00 + 92•00 + 64•00 + 130•00 + 25•00 + 2•00 + 37•10 + 139•34 + 10•00 + 40•00 + 425•00 + 5•00 + 1,.775•00 + 1,.915•00 + 3•00 + 3•00 + ~827•80 * ,'1 t-. 'ti:. I ~ L '1 !.. 2.~. 1...b ;~~~~~· , .. ~······~ I . ~ 3-J/-7~3 WILL OF G I AC INTO BONAC-CI ,· . I, Giacinta Bonacci, unmarried, of the City of Monongahela, Washington County, Pennsylvania; having full legal capacity in the premises, do hereby make this my Last Will and 1 I ·restament;-hereby revoking and making void any -and an Wills by-~-" me at any time heretofore made, in manner an~ form as follows~ , 1. I direct my Executrix, hereinafter named, to pay a 11 my j us t debts , fun era 1 expenses , t'r an sf e r i n her i tan c e , succession and estate taxes for the payment of which my estate may be lawfully liable, and the expenses of the administration of my estate as soon after my decease as may be proper and expedient. 2. All the rest and residue of my estate, both real and. personal, and wheresoever situate or· found, of which I may die seized or possessed, or to which I may be entitled at the time of my decease, and remaining after the payment 6f the several items set forth in the preceding paragraph hereof, 1 I 1 1- ' w i 11 , de vi s e , and bequeath unto my n i e c e , Mar i a D . G u a r i non i , of ' l l ;' -·-·--·•j . I The. Borou_~-~--of Ne~ -~_agl e, Was hi ng~.C:~ .. --~~~nty ,_ Pennsylvania; provided, however, that she shall-survive me in life. In the event that my said niece, Maria D. Guarinoni, should predecease me, then, I will, devise, and bequeath my said residuum estate unto my grandniece, Henrietta R. Borsani~ of Carroll Township, Washington County, Pennsylvania. I I !' I i I i I I do hereby appoint my niece, Maria D. Guarinoni, I to be the ~xe_:u_~_r_~-~ of this my Last Will and Testament. In the ,I i! 3. event that my said niece should predecease me, then, I do hereby 1 appoint my g-randniece, Henrietta R. ·sorsanT,-to be the Exec·utrix l I t I ~I of my Last Will and Testament. IN WITNESS WHEREOF, I, Giacinta Ronacci, the Testator, ~ I r i I t ~ -. .,..,.,.,..,..~~.....----':"~'""'""~ ,_,_.,.,,:, ~·: :--':T7'~~~:;· 7 l/"'' """''"""'~'f"''-" :.·"'r;;:-'Z~"T"; ?'' ':'1;.1··~ ~...,.,. "-~! ;'i"-01'1T"c--y~; !'! if•·t·:,; ·_;",..,..~"':"'~7-~ 7: -~ I '. .. '· i . -_.,: ~ ~-..... have hereunto set my hand and seal to this my Last Will and Testament, this seventeenth day of May, in the year of our Lrrd one thousand nine hundred and seventy-one. j· \ I I .I': _._A..;::;~;...,(~ """";7~-c-4.-t ....... :1~-~-£~·-L-/.IZ:;k~-;;..·~z o~c~e~r-' __ ( sEAL) I . · ........... • • •••• ":·.~·. -·· i:·.j.:,., -,. ·••• The foregoing instrument was signed, sealed, published, acknowledged and declared by Giacinta Bonacci, the above named Testator, as and for his Last Will and Testament, in the presence of us, who, at his request, and in his presence, and in the presence of each oth~r, have hereunto subscribed our names as witnesses hereto. -·--..... ---·..,'-.~ ... ~--~ I I I l I I l I J I i .. -1 , I I ! . I I ;I tl "I I i J .. f II t· ...... ~-· _( .. -"': -~ :::-··~· 7 ·"":_· '"!--r;·· !. ,....._._ ... -~--·;---:'"'"'!~;. ": -~--:---...,.-;-=--.. , , .• ,_ ~ ' .... .... -•• of• ... -· ;..J . -~.