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Home My WebLink AboutOC1971-0710 - ESTATE OF LEONEI .. ~· .. -·. _,. ~ . . . ,.,.. - I, MARY LEONE, of 148 McKean Avenue, Donora, Washington County, Pennsylvania, being of sound disposing mind, memory and understanding, do hereby make, publish and declare this to be my last. Will and Testament, thereby revoking and making null· and void any and all Wills and Testaments, or Writings in the nature thereof, by me at any time heretofore made. FIF.ST: I direct that all my just debts and funeral expenses be fully paid and satisfied as soon as conven- iently may be after my decease. SECOND: I give, bequeath and devise all of my estate real, personal and mixed, wheresoever situate to my sister Gertrude Sheller, absolute. THIFD: I hereby make, constitute and appoint Gertrude Sheller, my sister, to be the Executrix of this my last Will and Testament. IN WITNESS WHEREOF, I have hereunto set my hand and seal this 9th day of March, A. D. 1951. . . Signed, sealed, 'published and declared by the said Mary Leone as and for her last Will and Testament, in the presence of us, who at her request and in her presence, and in the presence of each other, have subscribed our names, as witnes- ses hereto. (SEiUJ} (SEAL) l .. J. 1' I ! ~ I , 63-71-l~(J i\ffibautt '_®f iExrrutnr ®r i\~mtutatratnr g,tatr nf Jruu.ayluauta } (!l:nuutg nf Ill a.aqiugtnu .a .a: Personally before me, the undersigned authority, a -~_Q-~ey_J1~~l~.9. .............. in and for said County and State, appeared ·---~~~~--§h~l~~-~---················································ .. who, being duly sworn according to law, deposes and says that She is the executor~~ of the es- tate of .J~~ar;r .. ~QJle ........................................ deceased, that the foregoing schedules constitute a complete inventory and appraisement of the real and personal estate of ~~---~Q~ ...................... , 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' ·n 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]a, ed Executor Administrator. '-~-'• l .' l . ' . . //7 ~ _L "'-' ----'r.. ,:;~ - -~ .Sworn and subscribed before me this .... ls.t ............ } ~ de_ dt.~ , . day-of -~ . .Oc.t ... ob.e.r ............. 19 71........... .. .. ~·"· ... /.E, ...... t~ ... ~ . .,z,.,c~.. · · .......... . .. ~ ~~~................................. xecu or-· ,.. co~ora, Washington Co., Pa. ADDITIONAL INSTRUCTIONS · ·., M~ Comm,issio11 Ex.,eires M<Jr.bl8, J.!l14d 'th' th th ft · t t f 1 · '-~ ~ 1, 1Hi.<mventor,y must e tlle w1 m ree mon s a er appom, men o persona 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 31nttrutnrg a.W 1\pprai.atmrut of the goods and chattels, rights and credits which were of .. J~-~--~-~~~ ...................................................... .late of ... ~.C?.P-.9.~ ............................................................... .. Washington County, Pa., taken and made in conformity with the above affidavit. REAL ESTATE Two-2 story frame houses and garage situate in a part of lot No. 202, Block No. 51, in Donora, at 50 South McKean Avenue PERSONAL PROPERTY NOOE JOINTLY HELD PROPERTY Savings Account #65-18362 Mellon Bank -Donora Office t of $2276.60 Savings Account #182-32-6052-0l Mellon Bank-Donora Office i of $765.00 . Inheritance Tax paid on joint account July 12, 1971 TRANSFERS NONE DOLLARS CENTS $7,500. 00 1,138 30 382 50 J <: • COMMONW~ALTH OF PENNSYLVAMIA RECEiVE DEP*RTMENT OF REVENUE couNAUREAu 0~ , HARRISBURG COLLrc-···-, -1 ~-9Ns MAr fl '1 ;3 ~o fH !'ll I i 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 . • . . FINANCIAL INSTITUTION lfellr>n Nat'1onal Bank & Tru.s'ti Co,, Ponm.•a Offic;e ADDRESS SOl tfklKsan A'vanue> Donora, Pa. l$03) ACCOUNT NO. OF JOINT, . . TRUST OR INVESTMENT DEPOSIT Savings aeet #'182 .. )2.6052-.0l NAMES ON ACCOUNT OR INVESTMENT ~iary Leone or (':ertrude SbeUe:tt DECEASED JOINT DEPOSITOR, . TRUSTEE OR INVESTOR __ Ma_ey_. ·_I_Joo_n_e ___ · ------------ ADDRESS----------------------~14~8~-~M~cE~e~a~n~A~v~e~~~,~D~o~no~r~a~,~P~a~·~l~S~0~33~--- DATE OF DEATH April 17, lnl SURVIVING DEPOS:::IT::O:-:R:-, ------~---------- BENEFICIARY OR INVESTOR Geri.rU.de Sheller ----~~~~----------------------- RELATIONSHIP TO DECEDENTSiste~ DATE DEPOSIT OR INVESTMEN:::T---:-. ------------ WAS ESTABLISHED July 1)• 1966 BALANCE, INCLUDlNG INTEREST DUE, AT DATE OF DEATH $___.7.liol.6);.u•.:.t;OOI;L._ ___________ _ IS'% 7 J J'J,(5f_=-J1~7 s-:;(1 (~) S' j..J l ;_ ). ,g! 7-r?~7J Signature TITLE Asstetant Maneag_. j OMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE REAU OF COUNTY COLLECTIONS INHERITANCE TAX DIVISION OFFICIAL NOTICE OF INHERITANCE TAX APPRAISEMENT AND ASSESSMENT OF ASSETS NOT SUBJECT TO ADMINISTRATION TO: GBR'PlWDE. SlliUER Date: Ma;y 10;1971 ---J.j11;!.:~!Sr-MeK&\N A'Ji;NUE, County WASHINGTON BONOR-A, P:ENNS¥I»ANIAf'·~1~§9:H3~3 ---County File No. _________ _ Bureau File No. & j,.. 7/-7/0 Under the Inheritance and Estate Tax Laws of the Commonwealth of Pennsylvania such transfers ore 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. Held Savings Account #182-32-6052.01 held in the MEIJON NATIONAl. BANK & TRUST COMPANY. ,DONORA OFFICE, DONORA, PENNSYLVANIA. In the ·names of MARY l.EON.E OR·GERTRtJt)E smu.tER. Operu~d JW.J1J,1966. ·:aalanc.t .u ot date of death.$765.00 appraised by the Commonwealth, as of the date of death, at $ 76§,00 50 %of this amount i~ taxable at the rate of 15 % ORIGINAL ASSESSMENT AMENDED ASSESSMEt:il 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 Jul.;y 17, 19 71 you may deduct a discount of 5% of .the amount of tax due, or D. This tax became delinquent, fifteen {15) months after the date of death and, in addition to the tax, statuto.ry interest. at the rate of ~%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 un.til paid TOTAL AMOUNT DUE $ -~3LC<S2w • .;J~S0J----$--------------- 57.37 ~·--...2.81~---- $ "57·3?-: $ =============== APPRAISED BY: sGo/AA....A.& RauLJ....e -1-1 . .$. ASSESSED BY: _____________ _ (Inheritance Tax Appraiser) {Agent for the Commonwealth) INSTRUCTIONS TO TAXPAYERS Make checks or money orders payable to: I] . '1/~i"\.56 r~ . r;-!;L-71 ~-~~-11 rl1r2-' To insure proper credit to your account this Official Notice must accompany your payment. Mail or bring it to: 1( Wi'$ c II JtU.~,.-- AGENT h. -: 'OMMONWEM.TB i CL:o .• l HOJSE WASHINGTON. h.N. A. 1f3 ~ -~ If you have already paid this tax to an executor, administrator, attorney or other personal representativf1 gf .th0 decedent for forwarding to the Commonwealth, list below the date paid, name and address of the person to whom , you made payment, their official title and the amount. · Date Paid ' Name and Address of Payee · Official iitl~ Amount Paid. 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 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 for 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 are not also claimed, for tax purposes, by an executor, administrator or other personal representative of the decedent handling the administration of the generql estate of the decedent or any other transferee. · SCHEDULE OF DEBTS Date Paid Name of Pa ee Descri tion of Obligation Amount Paid TOTAL $ {attach separate sheet if required) COMMONWEALTH OF PENNSYLVANIA) SS: COUNTY Of _______ _ I, hereby certify that the foregoing 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 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 clclimed by any other person, for inheritance tax purposes. SWORN AND SUBSCRIBED BEFORE ME THIS ___ DAY OF ________________________ 19 ___ . Signature of Tax payer REPORT OF REGISTER OF WILLS 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 ,,-. COMMONWEALTH OF PENNSYLVANIA ::ouNfJ~~~~~Eo DEPARTMENT OF REVENUE c t'r c0,· _GF ~ L E. f' • f1Ar. ~ J IONs 3 43 fH 71 HARRISBURG RCC•43 (5-65) NOTE: TO BE SUBMITTED IN TRIPLICATE Pennsylvania Deportment of Revenue Bureau of County Collections 26. S. 4th Street Harrisburg, Pennsylvania 1?101 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 Mellon National ~nk: & Tr~st Co., Donora otf'ice ADDRESS . SOl ¥£K~1 Avenue, Donora, Pa., l$033 ACCOUNT NO. OF JOINT, ·. _ ·. - TRUST OR INVESTMENT DEPOSIT Savings Acct #6$ ... 18362 NAMES ON ACCOUNT OR INVESTMENT Gertrude Sheller or Ma.cy Leone j ~~ DECEASED JOINT DEPOSITOR,· \y~ · TRUSTEEORINVESTOR--~M~e~"7~twMwn~e~· -----------------------) . ·. ADDRESS 146 McKean Avenue,-Donora, Pa.· l$0.33 ~'} DATEOFDEATH~~-----~A~~·=···~U~;~l~9~n~· ------------------ SURVIVING DEPOSITOR, BENEFICIARY OR INVESTOR __ G_er_t_ru_d_e ___ Shel_-_l_ar_,..---___,..-----~ ADDRESS _______________ 14_ .. _8_M_d_e_an __ A_v_en_-~~~~_D_on_o_r_~_·_P_a._·_~_o_J_3 __ __ RELATIONSHIP TO DECEDENT Sister --------------------------------- DATE ~A~p~;~~~~~~~~~STMENT June 24, 1957 -------------------------------------BALANCE, INCLUDING INTEREST · , DUE, AT DATE OF DEATH $ ___ ~2z.::a·2:..s.?6=-=•:.=:66=-· ---------......,....- I "" --r ~'- Signature ~of~ :1.7 {,.t 6:: 11./!.31 /(;) <7o 't /13 K'.3.3 170. ?S-- 0 7{)' c)..M...(J ~ /?0. ?.5":: g: $"'-/ '7-1?-?1 , TITLE Aesistant Manager RC_s.-134 ( 1-59) COMMQNWEAL TH OF PENNSYLVANIA 1 DEPARTMENT OF REVENUE ~BUREAU OF COUNTY COLLECTIONS INHERITANCE TAX DIVISION 'OFFICIAL NOTICE OF INHERITANCE TAX APPRAISEMENT AND ASSESSMENT OF ASSETS NOT SUBJECT TO ADMINISTRA-TION T 0: GEa1iiUDi Sl:ml T Ei . . 1413 MeKSAN AViNBB Date: ---!!Miai8f~1-eO-r1 11-li9r:i-7:.t-1----- County _lu.rtA~S;u:~HLJ.Dl,\JIIC~TOw.wH------- County File No. _________ _ . Bureau File No. Cz..J --1/-""7/6 We have received notice that,~~~~~~~~~~,~~~~~~~~~~~~~~~~~ on~.l9~, you came into ownership o c;erta1n proper y rou . -~· . Transfer from MARY lEONE neceanad. Under the Inheritance and Estate Tax Laws of the Commonwealth of Pennsylvania such transfers are taxable and the liability for the payrnent of the inheritance tax due is imposed upon you, as transferee. The property on which tax is hereby assessed consists of: . Jt. Held Sa,~a Aeeetiftt, #65-18)62 held in the MELLON NATIONAL BANK& TSUST C0!1.PW,DONOBA OFFICi,l10NORA,PENNS¥1NANIA-.,----- In the J&a.JHB of GERTRUDE SHELLER OR MARY I:E6NE. Opeaed en JW'te 2iu195?. Balance as of' · . date of deat.h $2276. 66 appraised by the Commonwealth, as of the date of death, at $--l2~2~~f.l.,6'""'•66f.d. r..-·--- 50 %of this amount is taxable at the rate of_....:j1f..I;S,....._-% ORIGINAL ASSESSMENT AMENDED ASSESSME.t:IT 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 . J;fy 11, .. 19~ yo~ may deduct a discount of 5o of tlie amount oJ ·tax due, or D This tax become delinquent, fifteen (15) months after the date of death ond, in addition to the tax, statvtory 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 paid by the above date additional interest is due at the rate of 6% per annum until paid TOTAL AMOUNT DUE $--------------- 170.75 --....S..S4------ $ $ ================ APPRAISED BY: -zl&tMP~ T~ ?l. J • (Inheritance Tax Appraiser} ASSESSED BY: ______________ _ (Agent for the Commonwealth) INSTRUCTIONS TO TAXPAYERS Make checks or money orders payable to: r~ 1/jt,2.:L/ '1-/J-'"7/ ~#-{11/ yc2__0 To insure proper credit to your account this Official Notice must accompany your payment. Mai I or bring it to: Aubwf 1 v .. i .. &: v . COURT HOUSE"> WASHINGTON, PENNA. J530l If you have already paid this tax to an executor, administs.iit.or, (ottorney or other personal representative of th~A. decedent for forwarding to the Commonwealth, l.ist below the date paid, name ·and address, of the person to whom you made payment, their official title and the amou.nt .. , . ' . · . ·. · ' . · • :' · ·. ·· .' . ' . ' ' Date Paid Name and Addre;s of Payee Official Title . ·'·. ' '1 Amount Paid 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 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, itis 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 for 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 are not also claimed, for tax purposes, by an executor, administrator or other personal representative of the decedent handling the administration of the general estate of the decedent or any other transferee. · SCHEDULE OF DEBTS Date Paid Name of Pay_ee Description of Obligation Amount Paid ' TOTAL $ (attach separate sheet if required) COMMONWEALTH OF PENNSYLVANIA) SS: COUNTY OF: _______ _ I, hereby certify that the foregoing 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 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 by any other person, for inheritance tax purposes. SWORN AND SUBSCRIBED BEFORE ME THIS ___ DAY OF ________________________ 19 ___ . Signature of Taxpayer REPORT OF REGISTER OF WILLS 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 ------------------------------------------------------------------------, Fonn RCC-2 ... DATE ...... ~.'!~X ...... ~.~ .. '. ........ ~ .. ?.?.~ ........... .. , ' DEPARTMENT OF REVENUE ~ BUREAU OF COUNTY COLLECTIONS COMMONWEALTH OF PENNSYLVANIA RESIDENT INHERITANCE TAX APPRAISEMENT COUNTY . \YASHING.T...ON ...................................... .. HARRISBURG, PENNA. 7 7 7 2 7 FILE NO .... § .. ~.:: .. ?..1 .. : .. ?..~..9. ........................................... .. Whereas, ...................................... ME.ARY .... LE..Ol{E ................................................................. late of ............... P.9..~9.~.f. ...................................................................... . in the County of ............................................... .\Y.A$..BJ.NG..TQ.N ............................................. Commonwealth of Pennsylvania, having died on the ........................... .:!.?..~.~ .................................................. day of .................. .AP..R.IL. ...................................... 19'71 :, seized and possessed of an estate subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania; Therefore, I, ......................... .f..R.AN.G.P.;.$. ..... ;1;:1.?..9. .............................................................. , 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 $ Jt. Held Savings Account //65-18362 held in the ~fELLON NATIONAl I3Al\TJC & TRUST CONPANY, DONORA OFFICE. DONORr\. PENNSYLVANIA. In the names of GERTRUDE SHELLER on l,fARV T EOT\TE OnP.nP.n 6-24-.l:i7 Dalance as of date of death 2,276 66 Jt. Nwn Held Savinf':s Account /1182-32-6052-01 hP-ln in the 1dF.T.T.n1\T Nl\'l'TnNi\T 'RA'I\TK f<' 'T'RTTS'l' r.mmHTV nlll\TIInA IITi'Ti'Tf"li" nn'l\rnn A n ' ' PENNSYLVANIA. In the names of HARY LEONE OR GERTRUDE SHELLER i-·- Opened 7-13-66. Balance as of date of death, $765.00 765 00 .. fonn~;"!::fhb~: ::~:.wor!l •ce;rV,~l~~: ~:; o':~~~~ ~~~~~;:·~~?~~~ . ~~~ ·········································································································· ..................... ................................. . ( ~mbel' and Str•et) C._j ....... ' ~,;., .... ................................. , Penna . I I I ! I ' ................... Jf.AS..H.lNG:1'N ... . ............... County RESIDENT INHERITANCE TAX APPRAISEMENT Estate of MARY LEO~'E ··················· Deceased. Late of DONORA Date of Death, 4-17-71 Appraisemel!t Docket Vol., Page, No. 63-71-710 ················································ Filed in Register's Office, ..... J.Y.:J.:Y.: ... J...4. ....... 19 .... 7J Amount of tax dtte, $ .................................................................... . DEPARTMENT OF REVENUE Received, Examined and Approved, Wrote abo.ut Appra-isement, Appeal f1'om Appraisement, Entered and charged, 'f #~ ,__.,...-~-------------~=---~-------------------~--...--------~---- Form No. RCC-62 (7-69) THIS FORM REQUIRED IN ALL ESTATES WITH GROSS ASSETS UNDER $10,000, UNDER SECTION 701 OF ACT OF JUNE 16, 1961, EFFECTIVE J+NUARY 1, 1962. (FILE IN DUPUCATE WIJ;H COPY .oF WILL ATTACHED) OFFICE OF THE REGISTER OF WILLS w. hingt . County of ... as on.· ............ . . . . . . <.1~1,"'\ir\1~. ~11~:1:-:t.~:r ........ · ................... of .. ~~. Mc.~~l'J..~Y~~~.e., .. l?QI].Q;r~,. ?.e.nnsylvania .. (Name) (Address) being duly ----~Q;r~L _______________________ according to law, deposes and says that he is the_~--~~g~1,"~ _________ ; __________________________ _ (Exec .• ~~e.) of the estate of --~-:r.Y:-~.9~-------------------------------------whose l~st residence was .~JlJ..fLM.o~.es.m .. AYenu.e ______ ~-------------------<No.> (Street) · __ P..Q.OOJ."~-------------------------------------·deceased, and that the whole of the estate of said decedent, who died __ A.pti.l .. 11., .. 197~ (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 situate in a Personal Property NONE rt of lot No. 202 Block No. 1 0 South McKean Avenue Estimated Value 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. j Jointly Held Property Savin s Account k -Donora Office Savings Account #182-32-6052-01 Mellon Bank-Donora Office~ !'~f $765.00 Inheritance Tax paid on joint account July 12, 1971 Transfers within TWO YEARS Prior to Death ~I Estimaw.d ' Value $1138.30 .... 382.50 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 NONE THIS SAFE DEPOSIT BOX RENTED IN NAME OR NAMES OF BENEFICIARIES BENEFICIARIES AND ADDRESSES RELATIONSHIP SURVIVED AGE OF LIFE (If step-children 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 Gertrude Sheller siste'!" VP.!'l of a~e Donora. Pa. - RELATIONSHIP OF JOINT HOLDERS TO DECEDENT INTEREST OF BENEFICIARY IN ESTATE all RESWENT DECEDENT DEBTS AND' DEDUCTIONS CLAIMED NOTE· List first five items in the spaces so provided observe notations thereon and instructions ' ' DEBT OR CLAIM NATURE OF SAME AMOUNT THIS COLUMN • KEGISTER ONLY •.r'lllll DA Ri Al'l'7.n Fnn,.~ 1 H nmtJ> Funeral expenses paid including grave $ 2383 00 $ none Family exemption (will not be allowed unless decedent died residing with a spouse or children.) Russell Marino Administration Expenses • lh ()() A. V. Canano Counsel fees * -~0 nnl Gertrude Sheller Fiduciary commission • inn ()() I OTHER DEBTS AND CLAIMS ( •) See Note below Gertrude Sheller Witness expense 15 00 DuVall's Drug Store Unpaid Drug Bill 30 30 John A. Brletich Unpaid Borough Tax 56 45 Malcolm :Morgan Unpaid County Tax 54 72 John A. Brletich Unpaid School Tax 172 48 ' A. v. Capano Unpaid bill for legal service 100 00 I Total $3477 95 ilb ~ll77 t:i.J . 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 ,.. '"' than th• "tima"d amount daim•d and allow•d. J! uW Subscribed and sworn to before me this ... l:;~:t. . . . . . . . . . . . . . . . -4~k.d.1'~ .................. . (Executor-~ .. _. ._ .. -.... : .. , . : ....... day of ... Oc:t.obe.r ........... , 19-71- .. ~:-P .. ~ .k/: .. : -. ~ .................... . )H!UP De RIENZO, =-~ Donora, Washir.glon Co., Pa, ~M. ~~~~-~-A-~.1?-W~ .......................... . (Street Number) Po.n.o~~,. -~~n.neyl Vfl..nia ...................... . (City or Town and State) M'y}'~omm:s~u)n E~~res Mar, 18, 1974 Havi_ng been (!li~_;;··sworn accordmg to law, I do~e,reby certify _that th~ above appraisement is made in conformity with law on this ........... :.-: ...... ~~-.. dayof .... -~ ..... 1.,) ......... ,19.7/~ 6 ····--~~---····-~·-···-.. :Appraiser In 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 collatei·al rate on any such future interest. REPORT OF TJIE ~EGIS I, the undersigned duly elected Register of Wills in and for. U-/. ........ _._......,·~·-·-..-....."::----County, Pennsylvania, do respectfully report that I have allowed debts and deductions in the amounts claimed by deponen cept as to t items where a greater or lesser amount is set forth in the last column to the right in said schedule above, which greater or lesser am.~......_......,"""oents the sum allowed as a deduction . Dated: . . . . . . .. R~.C .. l ... .1.97.1. RUS.S.E~~-M.ARJN.O ... , .. --' " ' .. ~- • • ,. L • Form No. RCC-62 (7-69) Will Adminis.tra tion l~o ... ' ........ Year .... . . , IN THE -. MATTER OF THE APPRAISEMENT OF THE ESTATE OF ........... MA:Ir.r . ~9~ ................ . Deceased Late of . DONORA ........................ . County of . JlASHING'l'ON ................. . ;;E; :::::;: ~ .... ""'" ___ -cn.rry~ -'i Commonwealth 0-f Fen'iiSylvania ---~--(f) ._.. _,. -T.:::l (. ,;; ;:;; -~-< .-:.-:; ---- ---~ -, ,.... ~-- REPor§. ~ND APPifAISArJ c-) -;1 /-: t::J 0 ~ -~-.'!:::::, ... .: ~ ::::0 .::::t-..,_ r---:b r-~- <nO 2:; c..;-, -.c- A. V. CAPANO •\' )'' •. Ji\ -...._ ~' ..___ .'/ ' '.:.~ .... ...~ ·-) 1-1 s r.-~-, t· \ ~ 7~ ~ ~-~~ . ,·;_. ,,, .· .;;··' •'tt't \\ · rv / ... of ' .. -..., -'/ ,, . ':) '· ". ~ F ;·~ (.., \ I\\~ f j f I I I ~ ~ RCC-81 (6-71) ' COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS HARRISBURG 17127 NOTICE OF FILING OF APPRAISEMENT GERTRUDE SHELLER (Executor~ IN YOUR REPLY PLEASE REFER TO Inheritance Tax Division 38-189-9 In Re: Estate of --=¥Ji=!.R=Y=-=1E='=0=-=NE=-· _______________ _ WASHINGTON County -File No. 63-71-710 Dear l-'Irs. Sheller, You are hereby notified that the _ ____,o=rJ.=· gc:inal=' ==-------------- appro i sement in the estate of ____ ---oi.:JMA""""-"R.Y.___,IEQ.....,<' .u.NE...,'"-----:-=-:-::-==~-=--------- has been filed in the office of the Register of Wills of_~v~vA=:S:..!.:H-=I::.:N.=.GT~O::..:N:.:__ _____ _ County on December 1 , 191l_, Said appraisement reflects the following valuations: Real Estate 7,500.00 Personal Property ___________ _ Transfers ______________ ~ Jointly Owned ____________ _ Total 7,500.00 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 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 -~D~e~c~e~rnb~e~r~l~,~l~97~1~----Signed_' __ FRA_N_;C_ES __ LFD ________ ___ Title CHIEF APPRAISER DATE OF DEATH: April 17, 1971 Note: This is not a bi II. J RCC-39 (5-68 .. • COMMONWEALTH OF PENNSYLVANIA TRANSFER INHERITANCE TAX SUMMARY RESIDENT DECEDENT Estate of..:LE=O~NE=---~Iv:..::iAR=Y=-----------------DATE OF DEATH 4-17-71 FILE NO. 63-71-710 (Last Name) (First Name) (Initial) REPORT OF INHERITANCE TAX APPRAISER I, the undersigned duly appointed Inheritance Tax Appraiser in and for the County of_~W.!!.-':AS~H""I'"'"'N'""'G'-=T'""'O~N~----- 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=er=----=1::..,~1:...!9'7~1 __ _ INHERITANCE TAX APPRAISER REPORT OF THE REGISTER OF WILLS I, the undersigned duly elected Register of Wills in and for WASHINGTON County, Pennsylvania, do respect- fully report that I have allowed deductions in the amounts claimed by deponent, except as to those items where a greater or lesser amount is set forth in the last column to the right in Schedule "F", wh~ r lesser amount represents the sum allowed as a deduction. Dated: DEC 1 1971 RUSSELL ~~FINO INVENTORY VALUE AS REPORTED VALUE AS 'APPRAISED Real Property (Schedule A) Personal Property (Schedule B) Transfers (Schedule C) Joint-Held Property (Schedule E) TOTAL GROSS ASSETS Less Debts and Deductions (SCHEDULE F) CLEAR VALUE OF ESTATE Valuation of life estates or $ $ annuities . . . . . . . . . . . . . . . . . . . $------+--- EST ATE TAX ASSESSMENTS $ __________ .!.__ '1.1)00 00 7;500 00 3,477 95 4.o22 05 FOR USE OF REGISTER ONLY COMPUTATION OF TAX Taxon$ _________ ~-- Tax on $ ---------+--- Tax on $ ---------+--Taxon$ _________ ~-- Taxon$ ________ ~~·0~2':2~-~(l~~-- 2% 6% 5% $ $ $ $ . $ AOi 11 VALUE AS REAPPRAISED $ ____________ -+--- &b Exemptions========::::j~= Total Estate ---------1--- TOTAL TAX * $-------------~--- (*) As evidenced by Chari table Exemption Certificates issued by the Secretary of Revenue. Less tax previously paid $======~= BALANCE $---------+-- Less 5% of tax if paid within 3 months after death $=====:=!=== BALANCE OF INHERITANCE TAX DUE $ -----+---- Add interest at rate of 6% from ------to ------ AMOUNT OF ESTATE TAX ASSESSED $-------+-- Estate tax paid $ _____ ---lL--- BALANCE DUE $--------~---- Add interest at rate of 6% from ---------~0-----$------~-- TOTAL TAX BALANCE $ ------+-- PAID $ __________ _L.. __ _ FOR USE OF REGISTER ONLY ADJUSTMENTS NOTE: Where subsequent adjustments are made to the above computation of tax by the Register of Wills, for proper reason, same should be noted below, with short explanation. Will Administration t No. IN THE Year ........... . MATTER OF THE APPRAISEMENT OF THE ESTATE OF l'WtY lEONE Deceased Late of . DONORA County of . }l.A,SI1J:NQTO~ . Commonwealth of Pennsylvania REPORT AND APPRAISAL . • .. 1-.,onn ?.CC-2 .... DEPARTMEl\!T OF REVENUE BUREA\T OF COUNTY COLLECTIONS HARRISBURG. PENNA. 1 7 12 7 COM)ION:W,EALTH OF PENNSYLV Al'-liA RESIDENT INHERITANCE TAX APPRAISEMENT DATE ...... .D.ec.e.mb.er. .... l., ..... .l.97l ........ . COUNTY .. WAS..Hr.N.G.!QN ............................ . FILE NO •... §.?..:7..~:.7~9. ................................................. . Whereas, .................................... :MARX ... OO.NE ................................. ; ............................................ late of ......... .P..9~9.~ .............................................................................. . in the County of ................................. JfAS.HIN.GTON .................................................................... Commonwealth of Pennsylvania, having died on the .......................... 17th ..................................................... day of .......... Apr.i.l................................................. 19.7.±-: ... , 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 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 I Description of Asset Unit Appraisement I Made for Inheritance , Values Tax Purposes I $ I REALTY:. SEE COPY OF SESCRIPTION ATTACHED TO APPRAISEMENT 7,500 00 I I : ·' fonn:!;v~~hbl:~ ::~i~w~ .. a~r~~.~ .. ~~~:. ~~ 0~e~~~Y.~·;:~~r~ise=e~~is ~':del~~~".: Appraiser ...................................................................................... . ........................................................ . (Number and Street) (Post O!llee) .......................... , Penna. I .Jr.J:ASHlliGTON ........ . County RESIDENT INHERITANCE TAX APPRAISEMENT Estate of NARX ... l·~B.ON.$. ............ . Deceased. Late of Date of Death, ........... 4~l.7~.7l.. ........................................... " Appraisemei!t Docket Vol., ............. _3.8 ................................. . Page, ... 18.9~.9 .................... No. 63.~71~720 .............. . Filed in Register's Office, .... ~~.<::.~ ... +. ............ J91.l .... . Amount of tax dtte, $ ................................................................... . ,. DEPARTMENT OF REVENUE 9 \ Received, Examined and Approved, Wrote abo.ut Appra-isement, Appeal f1'om Appraisement, ., .. Entered and charged, .) 1'.· Form RC C-10 OFFICE OF TME REGISTER OF WILLS \vashington OF-----=-----COUNTY AND AGENT OF THE COMMONWEALTH DEDUCTIONS ALLOWED IN J STATEMENT OF DEBTS ~-~~ THE SUM OF •...•....... $ ....... . 'I' AND DEDUCTIONS DATE APPROVED •....... L2-7/ .. 710 Register of Wills, Age~t ESTATE OF -~M~a~r..;.y~L~e~o~n.:::e:__ _____ LATE OF--__.:D=o~n:.::O:..:r:..:a~------------ DATE DATE oF FILING APPRAisEMENT October 4' 1971 DAn oF DEATH April 17, 1971 NO. OF VOUCH5"111 NAME OF PAYEE DiRienzo Funeral Home Russell Marino A.V. Canano Gertrude Sheller Gertrude Sheller nnV!lllT<: n-rna St:ore John A Brletich Malcolm Morgan John A. Brletich A.V. Capano REMARKS Funeral Exp.(incld. grave) Administration Expenses Counsel Fees Executorsns Commission Witness expense Drugo Bill Borough Tax County Tax School Tax Bill for legal service Total AMOUNT 2,383 00 16 00 350 00 300 00 15 00 10 30 56 45 54 72 172 48 100 00 3,477 95 -----r--~----+-------------------------~------------------------~----~~-- COMMONWEALTH OF PENNSYLVANIA } couNTY oF Washin.e:ton ss: 1, A. V. Canano (Attorney !or the Estate) HEREBY CERTIFY, THAT. TO THE BE.T OF MY KNOWLI!:DGE AND BELIEF, THI!: FOREGOING .IS A JUST AND TRUE STATEMENT OF DEBTS, FUNERAL EXPENSES AND EXPENSD OP' ADMINISTRATION SUBMITTED TO THE ESTATE OF -----------tlr---.-----DECEASED. AS DEDUCTIONS FOR INHERITANCE TAX PURPOSES. ~ a {Qj """"'" ANo;•J/Jb.:i"-"J'""' •• TH" ~fJ d DAY,; -I -~~ <L. &.J l \L7~A~ ~ 18 ~· '-""~ ~ VI~ - NOTARYl(U!!UC // ~y Commission Expires April 9, 1/fa Woshington, Washington ~ P .. '. Form RC C-10 DEDUCTIONS ALLOWED IN OFFICE OF THE REGISTER OF WILLS oF Washington COUNTY AND AGENT OF THE COMMONWEALTH STATEMENT OF DEBTS AND DEDUCTIONS THE SUM OF ............ $ ..... .. DATE APPROVED ....... . Register of Wills, AgeQI EsTATE oF _ __:.M~al!!.iry~--==L:..:=e:..:=o:;:n~e"-------LATE oF __ _..!D~o~n!!:o~r.!i!a!....------------ DA"l"E DATE OF FILING APPRAISEMENT October 4, 1971 DAT!il oF DEATH _..:.;A::.a:P:.::.r..:::::i=l-=-1..:...7-L, -=1::..:9::..:7:...:1=------- NO. OF VOUCH~<It NAME OF PAYEE DiRienzo Funeral Home Hussell Marino A.V. Capano Gertrude Sheller Gertrude Sheller DuVall•s Dru~ Store John A. Brletich Malcolm Morgan John A. Brletich A.V. Capano REMARKS AMOUNT ., Funeral Exp.(incld. grave) Administration Expenses 16 00 Counsel Fees 350 00 Executors"& Commission 300 00 \fitness expense 15 00 Dru£ Bill 30 30 Rorougb Tax 56 45 County Tax 54 72 School Tax 172 48 Bill for legal service 100 00 Total ----~r----r----+-----------------------------4-----------------------------~------,_ __ _ -----~---r-----r------------------------+------------------------~-----~----: COMMONWEALTH OF PENNSYLVANIA 1 ~iashington ss: "~ couNTl.CV. ~•ya.uv ·~~"""A uv1 :-v, the Estate) I, ---------------------------------------HEREBY CERTIFY, THAT. TO THE BE.T OF ~y KNOWLEDGE AND BELIEF, THE FOREGOING IS A JUST AND TRUE BfATEMENT OF DEBTS, FUNERAL EXPENSES AND EXPENSES OF ADMINISTRATION SUBMITTED TO THE ESTATE OF -----------~-(,------DECEASED, AS DEDUCTIONS FOR INHERITANCE TAX PURPOSES. a U, ~ SWO~ND SUBSCRIBED I!EFORj ME THIS f;r d DAY~,... · q~ (L. S.) .-'xt:a-A~~, ,"77-I £ Lkl _ _. 1/~~. ~ h~ D'y ~mmission Expires Kpril 9, I l. C ~ . N~YI'PUBY-'r;/' W~t~mt Washingt011 6:'01! L----------------------------------------------------------------------------------------J ............. ?.~ ~:;.~ ····~ .UV I • ~3 3 3 .8 0 1 6 .00 3 50 .G 0 3 0 0 .C 0 1 5 .0 0 3 0 30 56.45 5 I~ .7 2 1 7 2 .li 8 1 0 0 .c 0 2) ~ I' 7 55 T f)~ .COT ---. ~ .. -7 5 ..., ~ -" # -·--i,) .~ ~ .-..., s r 3, 4 f 7 .9 5 - :n""l')"'"S ., (_ ·-) ~., J 2 2 JJ 5 -~