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HomeMy WebLinkAboutOC1971-0942 - ESTATE OF MARRA",.' ':I LAST WILL AND TESTAMENT I,ARTHUR MARRA,of Houston,Washington County,Pennsyl... vania,being of sound mind,memory and understanding,do hereby r make,publish and declare this to be my Last Will and Testament,I I! hereby revoking and making void all former Wills or codicils by II me at any time heretofore made. FIRST.I direct and order that all my just debts and funeral expenses shall by my Executor.hereinafter named,be paidl out of my estate as soon after my decease as shall by him be found convenient. SECOND.I give,devise and bequeath all of my property; real and personal,wherever situated,a~d whether acquited before:II or after the execution of this Will,to my son,ARTHUR B.MARRA,! in fee simple,.ashis own absolutely. brother,JOSEPH 1~RRA,as Executor.of this Will. IN WITNESS WHEREOF,I have set my hand and seal this ~day of ~',1961. .,••.::...';,...-.1;'..:, THIRD.1 hereby nominate,constitute and appoint my al!Jk~Ac '"J'11et~:::;...:::;_t,.;_ Arthur Marra .Signed,sealed,published,and declared by ARTHUR MARRA,. 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, ·". hereunto subscribed our names as attesting witnesses this day of ~a-t~J__'1961. and in his presence,and in the presence of each other,have I raJ- .I,, jIJ ;. .~ ..'">---....-..••.,-;".'.;. .' f'_."..t ..._...,...,. COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE HARRISBURG RCC-43 (4-69) J 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 REPORTINGFINANCIALINSTITUTION __1_W_os_t_e_rnP__e_Dn_s_y_lva_D_18,_N_at_1_0_nIl_1_'_J3a_n_k _ ADDRESS 22 E.Pike St••Houston,Fa.15342 ACCOUNT NO.OF JOINT, TRUST OR INVESTMENT DEPOSIT 001306 8_____~....o__ NAMES ON ACCOUNT OR INVESTMENT Arthur l.farra or Arthur B.Marra 2)Barnickel St••Meadowlands.Pa.15347 DATE OF DEATH S_e..:..p_t....:.,9..:,.._1...:..9'7.:...1 --_ SURVIVING DEPOSITOR, BEN EFICIARY OR INVESTOR A%"__,_th_u_Z'_B..:..•...:Har;;.;;;;;;.;;r;.;;;a~_ DECEASED JOINT DEPOSITOR, TRUSTEE OR INVESTOR ...:A..:;;,Z'...:th;;;.o~r......:Ma=Z'.::.;ra=--_...,.--_ ADDRESS (AND COUNTY Washington County) ADDRESS 33210 Bluefin Drive,Darla Point,Calif 92629 RELATIONSHIP TO DECEDENT --_SO-D-------- DATE DEPOSIT OR INVESTMENT WAS ESTABLISHED 2_-2....;;5-;....66_·_.~------_ BALANCE,INCLUDING INTEREST DUE,AT DATE OF DEATH $$_61_44__00...:;.5 _ TITLE Dote:~~..;,;.S..::.e.a;:,pt.::..:e:::mb~e=-r--.:2:::2:.Lj....:1=-97~1=-_ County _.,...,.:..:\~:.::AS:::.:H.:.::I:;..:N.::.GT::.::O:=:N=--_-=---_ OFFICIAL NOTICE OF INHERITANCE TAX APPRAISEMENT AND ASSESSMENT OF ASSETS NOT SUBJECT TO ADMINISTRATION... Dana Point,California 92629 TO:__Art_-,..hur-,...-,........,B-,...-,..Mar-,..·.~r_-,..a_--,........,..__~......,...___ 33210 I3'luefin Drive County File No._...;....._ Bureau File No._ W h·d ~~~~~~~~~~~~XJ~xxxx~';cx.xxxxx.x;;r~~'COCXXXXXXXXX:X:~~~.~~i~XXXXXXXJ~~~xx:xii(vo.n~e{js~e5iPtie~.~r~x;,~e~ivQe~..Din~0~tiHic1~~Q-W~'~y*oiXucame into ownership of certain property Vli Transfer from Arthur Marra,deceased Meadowlands ..«'-,(#'"- '..~t';t .'.•..'"'J RCC-134 (1-59) COMMONjVEALTH OF PENNSYLVANIA P.f:PARTMENT OF REVENUE B.UREAU OF COUNTY COLLECTIONS INHERITANCE TAX DIVISION Under the Inheritance and Estote Tax Lows of the Commonwealth of Pennsylvonia such transfers are taxable and the liability for the payment of the inheritance tax due is imposed upon you,oS tronsferee. Th h· h . h b d'f Jt Held in the \'lfestern Pemsylvan:la nepropertyonwICtaxISOereyassesseconsIsts0 : •National Bank Houston ffice,Houston,Pennsy1v::::an=:ta-=--.--rn--th-e-n-am-e-o-f-A-r-t-hur--B-.-Ma-rr--a--- Balance as of date of death $6,l44.05. appraised by the Commonwealth,as of the dote of death,at $6,144.05 ___50..::0:....%of this amount is taxable ot the rate of 6 % ORIGINAL ASSESSMENT AMENDED ASSESSMENT DATE OF ASSESSMENT TAXABLE AMOUNT LESS:ALLOWED DEBTS NET TAXABLE AMOUNT $-----.---_----.--- AMOUNT OF TAX DUE 184.32 o If you pay the above amount within three (3)months .of the d~te of ~eoth of the de7ident,or on or before ..ec.'....19.....you moy deduct a discount of 5%of the amount of tax due,or o This tax become delinquent,fifteen .(15)months after the dote of death and,in addition to the 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 dote additional interest is due at the rate of 6%per annum until paid TOTAL AMOUNT DUE $184.32 $::=:::::::::::;:::::::::::::;::::=:=::::::::::;::::= ("U .f~'RUSSEll MARINO.APPRAISED BY:.L7d..?<.-.t--c.kU ,1'~'o 11/-"/~ASSESSED BY:.•.,~.A =:!(lnheritan~e T~x )\p;raiser)(Agent for the Commonwealth) INSTRUCTIONS TO TAXPAYERS Make checks or money orders payable to: 1(~1/ To insure proper credit to your account this Official Notice must accompanyAIJyourpayment.Moil or bring it to:IW\~ AGENT fOR THE COMfliONWEAlTH COURT'HOUSE~ASmNGrOHl!fEPfNA..15301 ...-.,'"".,"... If you have already paid this tax to an execiltor,·administrator,attorney or other personal r~pf~·s~niative of the' 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 Title 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 w:re 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 decepent 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 Paid J~ >,.~..:,.~.~.::~~ - .'",.... - iQ, " " TOTAL $ (attach separate sheet if requ I red) COMMONWEALTH OF PENNSYLVANIA) COUNTY 01=:_ SS: I,hereby certify that the foregoing is a just and true statement of funeral expenses and other debts of the decedent,,for wh ich I was legally responsible and which I did payout of the property herein taxed.I further certify,that to the best of my knowledge and belief,these same debts will not be claimed by any other person,for inheritance tax purposes. SWORN AND SUBSCRIBED BEFORE ME THIS DAY OF___________·_19__. REPORT OF REGISTER OF WILLS Si gnature of Taxpayer I,the undersigned,duly elected Register of Wills in and for the above county,do respectfully report that I have allowed deductions listed above in the total amount of $• Date of Approval:_ Register of Wills P.:w;.#.M.-. FormNQ.RCC-62lo-70)THIS FORM REQUIRED IN ALL ESTATES WITH GROSS ASSETS UNDER $10.000.UNDER SECTION 701 OF ACT OF JUNE 16.1861. EFFECTIVE .lANtTA.RY 1:1962.'(FILE IN DUPLICATE WITH COPY OF WILL ATTACHED)/<::;)/'L J~6-'7/-ITZ- OFFICE OF THE REGISTER OF WILLS' C t f Washington \.'oun yo,. , , . . . ...,..".,..,.",.,Pennsy1vanJ.a .J.OSE.PH,MARM ..,,,.,.,,,..',..,.,.,.,.,"\',...,of.,~}~q,.~.~!~.,.,~~~~?~+~,~9~;'.,Chq.t::t.i,~~.~.~./ (Name)(Addrell8) .being <July $..WQ);,:n .according to law,deposes anp say~that ~e is the__ti!~_~gll:..~Q~• _ (Exec.,Adm.•Legatee,Etc.) of the estate of__AR.~!ffi.__~...whose last residence was _~!?_~_~_!:9!l.!~~_!!.~~.Y.~.Y.~~_:h~_ (No.).(St~t) ------------------deceased,and that the whole of the estate of said decedent,who died 9/9/.7-1-_ (City.!lorough or Township)fOate! 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.ADDRESS'ES AND RELATIONSHIP OF OTHER OWNERS. Real Estate Estimated Value .. NONE . - Personal Property Social Security Check $152.10 .. 1nC.,Two-n~"\(''1'"Pontiac Coune I)k /.J-/UJ 975.00 .~"..., Life and'Casua1tv Pension Check CJk~;e~_22.84. \ TOTAL $1149.94 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 naIne or names in which the account is registered,.x Q y..c .iA¥.,«. J'QiAt!X .l:1e.ld Pl;Q,P,!!).:~y'•••~Estimated '"",..'.....J!'"';,-~~~..1'~."'""....."'".......,0 -.Value•I ~ avings Account No.3621 at Western Pennsylvania National Bank,, --'---, ouston,Pennsylvania.Opened February 25,1966 in the joint names f Arthur Marra and Arthur 'B.Marra,his son" Total amount is $6,144.05,taxable one-half '~bK.$3,072.03 \ - Transfers within TWO YEARS Prior to Death N"01\iF. \ H s '0 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 anotheras 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 -------------------------------- « BENEFICIARIES BENEFICIARIES AND ADDRESSES RELATIONSHIP SURVIVED AGE OF LIFE (If step-children or DECEDENT TENANTS OR INTEREST OF (State full names of all and their addresses who have illegitimate children STATE YES ANNUITANTS BENEFICIARY an inter~st,vested,contingent or otherwise,in estate.)are involved,set OR NO,AT DEATH OF IN ESTATE forth this fact.)DECEDENT Arthl1r B.Marra Son Yes -------100 % 33210 Blue Fin Drive Dana Point,California 92629 'j , .'... RESIDENT DECE;DENT DEBTS AND DEDUCTIONS CLAIMED NOTE'List first five items in the spaces so provided,observe notations thereon,and instructions. ...:-:-"DEBT OR CLAIM NATURE OF SAME•. E.Wvlie Funeral expenses paid AMOUNT THIS COLUMN i-KEGISTER ONLY $1 t;{;AOC $).rIPY tTl> Russell Marino Georqe J.Modrak Joseph Marra OTHER DEBTS AND CLAIMS Family exemption (will not be allowed unless ------- decedent died residing with a Louse or children~'etters $1 .50 13 50 /:1 ,<.'1JAdministrationExpenses·Tax Ret.3.00 Counsel fees •75 od "')...,n Fiduciary commission •59 49 .~'V;'If! (.)See Note below Oak Spring Cemetary Oak Spring Cemetary Gaydos Monument Company St.Patrick1s R.C.Church Cleota Simspon Mary Cavasina,M.D. Plot Opening and Closing Marker Services Rental Medical Services 220 OC 2 '),()ero Grave 35 OC '3 ~-cro 165 OC 1&5-M 50 OC .77)r0 29 oc z..1 tI1J 42 OC tt'"h; I I Total Note:The estate agrees to advise the Register of Wills if the amount actually paid in settlement of any fee,commission oi'debt is greater or less than the estimated amount claimed and :1~owJ,j'~ Subscribed and sworn to before mt1-his ,,/?:'::'t ........~'...... ,',/1 ~~.(Executor-Administrator) .'./..j :ay ~f/~,1.7 (.1.uC:hI;lU+'iS~;;7~~:t;}'q.~. . •..••....LlffiOE'ORG'E'J·fl.~1 (JR''A'K',IAN'o:fa'''~'~~~.IV~~~'1 ruunfll ..~.~nI)Ry.:I;.Y~ni.~~~.~4-.?. Canonsburg,Washington Co.,Pli.'\..(City or Town and State) MY Commission EXpires May 14,~1972 Having b~e:n duly swom according to law,I do here~the above appraisement is made in conformity with law on this..........................7..4.day of 0 ~:.,19 ..~1.j .....&~..oI.)A-/J:~...hV.~. /Appraiser In the event that any future intel'est in this estate is transfelTed in possession 01'enjoyment to collateral heirs of the decedent after the expiration of any estate for life 01'for years,the Commonwealth hereby expressly reserves the right to appraise and assess transfer'inheri- tance taxes at the lawful collateral I'ate on any such future interest. REPORT OF TH~9ISTE~OF WILLS I,the undersigned duly elected Register ~f W~lIsin and for ....:~~.-n......~ounty,Pennsylvania,do respectfully report that I have allowed debts and deductions In the amounts clalmea by deponent,pt as to til se Items where a 'greater or lesser amount is set fort~in the last column to the right in said schedule above,which greater or Ie se a10unt re esents the sum allowed as a deduction. Dated:~~T .~.~..~~!.1.~~~.S.~~~.~.~~,~o....... .\.f.~.ll ~~~. .Regist~r of Wills " ./ t Form No.RCC·62 (6-70) Will Administration INo year . IN THE MATTER OF THE APPRAISEMENT OF THE ESTATE OF ARTHUR MARRA................................................................... Deceased Late of Rouston............................................................. County of ..Wp'q1:l,i.I1gt~l). Commonwealth of Pennsylvania REPORT AND APPRAISAL ~~::i}::>rr:;z;en 0 c::: ~--ttl :::(J)(,~Z _:'j":").c:-r-I ..0_--,<;. ------r:T'," 0_,., C>-..,::::.':;::=;; <J r-....-?>cnO ...~ C/)rr,-:::....:,......, :t:::a::::r c.o -,: ;---'.~I ::--..,-'... t..v GeoRGE J.MOOR~K AnOR"'.".T La• • a ~..TM caNTIIIAt.:~ft'"CAN~G.PA. ... R CC-81 (2-64) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS INHERITANCE TAX DIVISION NOTICE OF FILING OF APPRAISEMENT ARTHUR MARRA (Executor or Administrator) IN YOUR REPLY PLEA8E REFER TO j In Re:Estate of,.-._a,;;.OS~E=p:....:H:::.....=.MARRA=.;=::;:··.~_ _____--:..:W.~AS:::.:H:.::I=:;N:..::G~TO::N::.._CoUnty -File No.63-71-91,2 Dear Mr.Marra: You are hereby notified that then-_·_or_~_·~1n_·~al~__~,.-._ appraisement in the estate of_·~__~J~o~s~e~p=h~Mar=~~r=a~----~--~~~--,.-.---­ has been filed in tlie office of the Register of Wills qf Washington County on October 9,,19~.Said appraisement reflects the following valuations: RealEstate __~__--=n.:;.o::.:n.:;.e~_'_'_-_'_'_ Personal Property __~1~t~14~'~9u~u9~4~~----- Joint-He1dT~'.l:--3~;~(f{.l-l2.....u.Qf,.l3-_-_ Tota1 __-----..::z4~,.:::2.:::21::!::.L.'llLL._ As to such tax that is paid within three months from date of death,a five (5%)percent discount is allowable.As to any tax that remains unpaid after one year from date of death,interest at the rate of six (6%)percent per annum is charged. Any party in interest who is aggrieved by an appraisement may appeal therefrom as provided by law. Dat e -'O~c"'-'t"_'o~b"_"e"""r~8!.#,--'e1J.,97",..l.1e.------ DATE OF DEATH:September 9,1971 Note:This is not a bi II. Title Dominic R.DeMaria,Appraiser '~'.,o RCC~39 (5-68) COMMONWEALTH OF PENNSYLVANIA TRANSFER INHERITANCE TAX RESIDENT DECEDENT SUMMARY Estate of MARRA,ARTHUR (Last Name)(First Name) DATE OF DEATH 9/9/71 (Initial) FILE NO.63-71-942 REPORT OF INHERITANCE TAX APPRAISER October 8,1971Dated:------------- I,the undersigned duly appointed Inheritance Tax Appraiser in and for the County of_W_AS_,_H_IN__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". n ..'"D9J'~V~Y-i',~~02'V0"'V(-!VL aJ!..{;~)td/ ,INHERITANCE TAX APP ER / REPORT OF THE REGISTER OF WILLS VALUE AS REAPPRAISED $-------+-- 1,964.98 4,221.'!'II --1 2,256.99 1,964.98 INVENTORY Real Property (Schedule A) Personal Property (Schedule B) Transfers (Schedule C) Joint-Held Property (Schedule E) TOTAL GROSS ASSETS Less Debts and Deductions (SCHEDULE Fl CLEAR VALUE OF "ESTATE I,the undersigned duly elected Register of Wills in and for WaSh;ngton 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",w .or lesser amountrepresents the sum allowed as a deduction. OCT 12 1971 RUSSELL MARINO 'J I "'-Dated:~~. WILLS Valuation of life estates 0/ FOR USE OF REGISTE~ONLY Tax on $....-~....._-.l........- Tax on $--------<0..:--'---1-- Tax on $----------1-- Tax on $----------1-- Tax on $-----------l-- Exemptions========t==Total Estate -1-__ TOTAL TAX 2%~ 10% 15% * COMPUTATION OF TAX $ $-=1=17.:.....~9~O- $--------+--- $-------+-- $------'-----+--- $1--_ (*)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 ::::::::::::t== BALANCE OF INHERITANCE TAX DUE $$----IC'Add interest at rate of 6%from_____to _ AMOUNT OF ESTATE TAX ASSESSED $--~-~L- Estate tax paid $---ll- BALANCE DUE $----~I ___ Add interest at rate of 6%from t= ------tto-----$-----~, TOTAL TAX BALANCE $-------.< PAID $.....J FOR USE OF REGISTER ONLY ADJUSTMENTS NOTE:Where subsequent adjustments are made to the above computation of tax by the Register of Wills,for proper reason, same should be noted below,with short explanation. Will (...No.AdmInIstration IN THE Year . MATTER OF THE APPRAISEMENT OF THE ESTATE OF ARTHUR MARRA. Deceased Late of...IiOllS'J:'ON.. County of WASHINGTON Commonwealth of Pennsylvania REPORT AND APPRAISAL ., ~~ Fonn RCC-2 .~,"-"...... COMMONWEALTH OF PENNSYLVANIA DATE ........................O.ctoher.....8.*.....1971 ............ ::;..DEPARTMENT OF REVENUE RESIDENT INHERITANCE TAXBUREAUOFCOUNTYCOLLECTIONS COUNTY ....·......i-fAS-HINGTGN.........................................APPRAISEMENTHARRISBURG.PENNA.17127 FILE NO.63-71-942......................................................... Whereas,...............ART.HU.R....HA..P&............................................................................................late of ...HQY.p..r..9~.................................................................................... in the County of .....................................WASHINGTON.................................................................Commonwealth of Pennsylvania,having died on the ..............................................9.t.h.......................................day of ......P.~Pt..~P~.~........................................19.7.~....,seized and possessed of an estate subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania; Therefore,I,......·..·....·.....................Domin-ic...R......D.eMar.ia...........................;.......,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 AppraisementDescriptionofAssetValuesMadeforInheritance Tax Purpoaes , RBAL ES'fJ\TE $ NONE PERSONAL See Copy ofAppraisement $11:1:4 ._:-.·i..:_~9~l~4:- JOINTLY lfuW 3,C172 03 See Copy attached to appraisement TOTAL :~221.97! I .. ! , , .................................................................................................................................................................... (Ifumber and Street) ...........................................................................................................: ,Penna. (Post OfBee) ······..·········vlASHINGTON·······.....County '{ .' /; RESIDENT INHERITANCE TAX APPRAISEMENT Estate of ARTHUR MARRA Deceased. Late of HOUSTON Date of Death,$.:E,:IT.~rn 9#J..971.. Appraisemei!t Docket Vol.,3.~. Page,?Qq~~L No q3..~?:1.~94.?~.. Filed in Register's Office,1 Amount of tax due,$. DEPARTMENT OF REVENUE Received, -...._~.. \Examined and Approved,. Wrote abo.ut Appraisement, Appeal f1'om Appraisement,.. Entered and charged,.. f .! ... '~- _.00 T .00 T L558.CO 13.50 75.00 59.49 220.C 0 35.00 I 65.00 5 0.00 29.00 42.00 21 256.99 T .'"v • .00 T .00 T L111 9 .91~ 31072.03 41221.975