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HomeMy WebLinkAboutOC1971-0992 - ESTATE OF BONTEMPO'· PETITION SUR AUDIT IN THE ORPHANS' COURT OF WASHINGTON COUNTY Estate of .. ~.Q!':'I_:P.g_g~ ___ !?_Q~-~~~~9 ............... -----------------·--N 6:3-71-992 : 0 ..... ------------·------------------------------------------------- Fiduciary .... F.:ra..:nK . .lU.Na.r.d.o .............................. . Deceased Date of Date of Decedent's death ...... ~-~~~---??..~---~2_?.~----------------------------Grant of Letters ...... .<?.~~-~~-~~---~-'--)-.9.IJ .................... _ .. . This is the ... ,.f~-~!=?-~ ___ §:.l]g ___ f.:!-.l.'!~J ................................... account filed in this estate If there have been former accounts filed in this estate, list file number or number and term .... ---------------------······--··· None Election to take Date Election Place of; Under or Against will. (cross out one) Filed ----------------------------------Record ... , ___ , _____________________ __ Name of surviving spouse.:·-------Y~;t.m~---~Q_l}~-~rop_Q. ______________________________________ ~---::---····-··:····-'·-~-----------------------------------· List, issue, where material: --~-• Pauletta Bontempo ... Did decedent marry after execution of will? (indicate) ~xNo. Any children born after execution of will? (indicate) ~ No. If answer yes, name them .. ·--------------·····-···········-·-···········---------------------------------------------------------------------············ -----------·-----------------·--------------------------------------------------------------·---·--·--------------------------------------------------------': .............. : ............................. . Legatees Relationship Pauletta Bontempo Daughter List, if exceptions to above: Adeemed: Revoked: If partial intestacy, give facts: Interest Residue Lapsed: Fiduciary, if deceased or not sui juris Velma Bontempo, natural guardian. None appointed. Abated: Give Cause: Notice to interested parties. Have all parties, having either vested or contingent interests and all crediors entitled to notice (Court Rule No. 9 paragraph C: Section 6: Subdivision c) received written notice of the filing of the account and of call of audit? Yes. ~X If any exception give cause:·------------------·------------------------·· File copy of Notice and date of,~m.a i I in9-----~~~~-~~~--~.9.~.~~-~-.A~~-~g ... ci~;t.y ___ ~.9., ... l9.7.~----···················---·········--···-············ ······-·-···· Is estate subject to the filing of a Federal Estate Tax Return? ..................... ~~---·························································· Actual payment made on Pennsylvania Transfer Inheritance Tax. Amount $ ........... ~~-~~---····································· If the Will makes any portion of estate subject to a life-estate, give name and birth date of life tenant.. ................... . None Give Names and addresses of all unpaid creditors who are legally entitled to notice, together with the amounts of such claims; state whether they are admitted to be correct; and whether the claim is denied . .... . ,_~ None ........ Give reference to such parts of the will as require interpretation by the Court; a reference to all questions re- quiring adjudication, and a statement of any other facts deemed necessary for the preparation of the adjudication: By letter postmarked June 9, 1972, addressed to counsel for the Executor, the widow, Mrs. Velma Bontempo, mact~~claim to the contents of a metal box found in the decedent's home ·except for $200.00 cash belonging to Antonio DiOdoro. No claim has been received from Antonio DiOdoro. •J ' . ol Balance for distribution per account, Itemize any additional debits not shown by account: $ ... ~.~.7.~.?..~.~9 ............. . Total additional debits (Add) $ ................................... . Itemize any additional credits not shown by account: Notary fee on Audit $1.00 · · 'l 1 } ~ 8/~8/72-Mary Venditti 1972 School Tax $75.32 · 7/26/72-Russell Marino, Reg-Short Certificate $1.00 ~7 r 9J XXXXM&FJX¥5N~lttt ~~~XX~~~~~~~~~XX,~XR~~3X~~XX*l~~8l .v • §!)( i2RXJ<!at:K! Xlt'~ji~~~~~~Xf1Pli~X~~ll~~~~jiX.X ~XP'J 316~K~X!J!15,XX* ~®®X ~6.32 ~~~faf~~~~~:a1\[c~~Jfls~c~!lt;a~~lx~o!!ee~orx~¥~x~~gPltixJ~~~-~~.!~~-~-~-~n •· · B I f d• 'b . ' $ 8,(61!_8.7S X a once or 1str1 uhon ·························j···':-.. .. If balance for distribution is not in cash, list each item held in kind, giving appraised Value (or distribution Value); Real Estate $4,070. 00. Balance -Cash· " J .. l -..;. l J . ----· ~--~-------- -"'• If Family Exemption claim~d by Petition, give place of Record: ... ~.?.~ .. -~! . ..1:'.=~-~~-~~!:l: .......................................... . If Family Exemption is claimed at audit, give name, relationship and basis for Ciaim: .......................... : .................... . velma Bontempo, widow, residing with the decedent up to the date of his death as husband and wife, has received. $1, 000 .• 00 on account of the Family Exemption and claims a balance of $500.00. List any advancement or distribution on account that has been made, and nature and amount of same: Velma Bontempo -wldow of the decedent, was paid $1,000.00 on account of the Family Exemption, $700.00 of which .she used to purchase the automobile of the decedent from the Estate. Suggested distribution of balance shown, both as to principal and income, attaching signed and itemized elections • to take in kind if balance is not in cosh: residuary shares being stated in proportions: •1:$500~00 to Velma Bontempo, being the balance due ·on the Family Exemptior:. --Res~due, including the ~eal estate hereinabove described-to the guardian of Pauletta Bontempo, a minor •.. i3c:~rn J~ ~ i 9S~. COUNTY OF WASHINGTON, SS: COMMONWEALTH OF PENNSYLVANIA / The above named Fiduciary or representative thereof, _being duly ....... ~-~-.:c .•.................... doth depose and say that the facts set forth in the foregoing petition are true to the best of ..... hl:?. .................... knowledge and belief. Sworn . ................................................ o and subscnbed before me this .... £:-:-~~day o. ..: .. ·f2'f·~·l9.f";). , t ·' c~ \ . -. -~~ Signature of Officer.. .. . ~-_'·· .. . . -. . . -....//~ -~.//-~ .d ·t; r \., G l Trtle of Off1cer ... La . .. . . ... _· ~-······i······, -~ ~ Office expires.~--• t~rni-%e~9.: ... ~} WASHINGTON, WASFiiNGTON QllYNft -. ..:. MY COMMISSION EXPIRES ~UN~ ~§, 1§16 ·." Member, PennsylvaniaAssoclatii!IIM N§!ftfl@§ And your petitioner will ever pray, etc. ..................................................................................................... . . ': !· ,. I I I I -----...... No. 63-71-992 Estate of .... P:'?.~-~~-~:~-~ .Bontempo ----------........................................ - Deceased Fiduciary .... ~.Jl~. ~UR~ii=iii;;~ .;, . ,· a PETITION SUR AUDIT FROM WHE.RE DECEDENT LEFT A WILL Counsel of Fiduciary will submit herewith the following, in conformity with Court Rules adopted effective December 3, 1951, being rule No. 9: pa rag ra ph b-e; and divisions thereof: shown on pages 23-24. 1. Written praecipes of all Counsel in the case. 2. Copy of order appointing Guardian ad litem, if pertinent. 3. Copy of Order appointing Trustee ad litem, if pertinent. 4. , Proof of service of above. 5. Letters Testamentary or Administration C. T. A. or an attest copy of Will. 6. Copy of inventory and appraisement. 7. Proof of advertisement of grant of letters if not filed with account. 8. Certificate of liens in case any of the funds for distribution are from judicial sale of real estate. 9. Signed and itemized elections if any distribution in kind. 10. Copy of Federal Estate Tax return if es- tate is subject thereto. McCreight,, Marriner & McCreight by Attorney ~2 ·~d ··oo NO.L8NIHSV1\~ SlliM .~0 ~EllS1~3U 0 N I H 'H·l 'I! J S S n tl . ·s I ~ W d S i F: 0 H 2 L r: a :J -~, -I .:1 ~ l ' • ,lj 1 ' .;;: .. ~ .<, ~ r~ '· /' ~ 1-' . '.,~' In :-;. ,,~'· ,• ~.J; _., ~' f i \ • I If' ~\, MC::CREIGHT, MARRINER ~ MC::CREIGHT ATTORNEYS AT LAW JOHN B. Mc;CREIGHT STEPHEN 0. MARRINER .JAMES C.Mt;:CREIG":'T 520 WASHINGTON TRUST BUILDING WASHINGTON, PENNSYLVANIA 15301 AREA CODE 412 PHONE 225·6600 September 27, 1972 Orphans' Court Division Court of Common Pleas Washington County Court House Washington, Pennsylvania Attention: John Hana In Re: Estate of-Dominick Bontempo, Deceased. No. 992 of 1971 Dear John: At the Audit hearing of the Dominick· Bontempo Estate on September 13th, ·Judge DiSalle asked what effect, if any, the new laws relating to majority might have. I have examined the law as it relates· to· distribution and believe .. that. it would b·e perfectly proper to have both the real estate and the portion of the estate going to Paulette Bontempo awarded directly to her since she can give an effective receipt to the executor and is empowered to make contracts, relating to both real and personal property. This would therefore obviate the appointment of any guardian since she is over eighteen (18) years of age.· Yours very truly, McCREIGHT, MARRINER & McCREIGHT JBMcC:bjn J -·- '' .· . .;. • M~CREIGHT, MARR.INER 2i. M<;;CREIGHT ATTORNEYS AT LAW 620 WAS ... INOTON TRUST BUILOINO .JOHN B. M(iCR~IGMT STI!PHE.N 0. MARRINER .J."MI!S C. Mil: CREIGHT CLAR~NCl!: A, CRUMRINE STI!:PHIZN 0, MARRINER, .JR. AREA CODE. 412 PHONE <!25-6600 IN THE COURT OF COMMON PLEAS OF WASHINGTON COUNTY, PENNSYLVANIA ORPHANS' COURT DIVISION IN RE: ESTATE OF DOMINICK BONTEMPO, DECEASED. . ) ) ) ) NO. '63-71-992 ) ) N 0 T I C E PLEASE-TAKE NOTICE that Frank DiNardo, Executor.of the Estaie of Dominick Bontempo, deceased, ·filed his Fi~st and Final Account in the Office of the Regi~ter of Wills of ·Washington County, Pennsylvania, qn Wednesday~ July 26, 1972, at No. 63-71-992, and that the same will.be presented to the Orphans' C6urt of Washington County, Pennsylvania, for confirmation August'28, 1972, and be called for Audit by th~ Court at a time fixed by the Court duringthe week of September 11, 1972) when and where you may appear, in person or by counsel, and be heard if you. so desire. \ Washington, Pennsylvania July 26, 1972 John B. McCreight, Esquire McCreight, Marririer & McCreight 520 Washington Trust Bldg. Washington, Pa. 15301 .. ~ C> (/) <{ ....J a.. ~ :z ....J ,..,... ;5: 0 .... _ ;:c .. r! 0 "' 0.... :!£ !.L_ z ;--. 0 c .... ....J ' a:: I-LJ"~ _j Lu C/;; LU \J..J I-z :;::b 1..1) (/) I C) (/) I --· ~ ::::> 0 (;/:) ·-0:::: ll.l <( ('Y m: S: u .... ,..._ __ .... ... u u J C!lnmmomuraltl1 of ltJrnttB!llnauia~} 55 Jmasl7ittgtou Olouuty. · . ·. KNOW ALL MEN. BY THESE PRESENTS: Whereas, ·at Washington, in the County aforesaid on the 1st. day of October· A. D. 1971 , before me, .. Rus~1ell Marino , Register for the Probate of Wills and Granting Letters of Administration in and for the County of Washington, fn t:he Commonwealth of Pennsylvania, the last Will and Testamept of Dominick Bontempo late of Cross Creek Township in the County aforesaid, deceased, (a ·true copy whereof is to these presents annexed), was duly admitted to probate.; and Frank DiNardo the Executor m said Will and Testament named, having appeared before ine 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 Frank DiNardo committing unto him the administration of all and singular the goods· and chattels, rights <tnd credits, which were of said deceased, and requiring to exhibit a true and perfect inventory thereof into the Register's Offi·ce, at W a:shington, within ninety days from the ·date hereof, and to render a just and true account of said adminis.tration at the expiration of six months from the date hereof, and 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 Washington, this 1st. day of October Ill the y~ar of our Lord. one thousand nine hundred and seventy-one ~ ~~~0 ........................................................................... L/.2. .......................................... . Register · .. ,. ....... :,: i· . ---------------------~--------------------------~ ·· ... · J .. :·-.,-._ .... ~. ,, ....... · .. -· · ....... . I, DOMINICK BONTEMPO, of Avella, Cross Creek Township, Wa.shlngton Cout.rt-,y·, Pennsylvania, do m_ako, publish, and declare . this to be my Last Will and Testament, hereby revoking any and all wills heretofo:eE; m.ade by me~ FIRST: I direct th~ payment of all my just debts, including ·my funeral bill, as soon as 1 t is reasonably convenient to pay the· same. SECOND: After the payment of my debts, I give, devise . :and bequeath my entire estate, real, personal and mixed, where so- ever situate and wheresoever found, to my daughter, PAULETTA BONTEMPO, who was bo::L'n July 7, 1952 and who-is now living with me, absoJ.utely .. THIHD: I appoint FRAN".rr DIKARDO of Avell9., Washington County, Pennsylve1::.ia, as Guardian of the estate of my daughter, Paulet ta Bon.t.empo, and as Executor of this v1ill; and I authorize ·.~ and crupo~er him t6 sell any real estate of which I die seized. IN WI'I'NESS WHEREOF, I have hereunto set rr:y hand and .seal this 2l+th d;:ty .of ·June, 1958 • . <-Lk-rt.A0.4M'~.,_l~A)~) Signed, sealed, ·.published anO. decl~red by the .above named Testator as and for his Last.Will and Testament, in our pres~nce, who, in his presence, at his request, and in the preser,ce of each other, have hereunto set. oar hands as at._test;ing witnesses • .A/~~Ld __ Residing at :L_ci.J! ~ ~'-------....,: ___ JI-4~~w ··, ' C/ ------ '. ' . ! I . ~--:·;.d',' ·:----· .. ~ ... --~ ... ----... :-· ..... -:,.-. ----..,:"'~:-~-··-r ·-""::"~~--· --·~~~--... _ ""'"'-:' ..... .,,___,_...,.,..,,; .... ~__,.--·~---:---·-~•":"''''•'•-·. ··---,----·--···· f ... l . ! .. · . ·. :: \ . -. ~·:3 //.97~ J' 1\ffi~auit ®f fxrrutnr ®r 1\bmtntstratnr ~tatr nf Jrnnaylnania, t lUI: ~ J ~L? <!tnunty nf Baaqingtnn \ Personally before me, the undersigned authority, a ....... ~~-~-~~.~ ... X~~-~.~.9. .......................... :-: ... in and for said County and State, appeared ................. f..f.?.-n.~ .... P..~.~.?.:I.:9..9. .......................................................................... who, being duly sworn according to law, deposes and says that he is the executor or administrator of the estate of Dominick Bontempo . . ............................................................................................................................... deceased, that the foregomg schedules constitute a complete inventory and appraisement of the r~al and personal estate ofJ?.9..~J.D.tg.~ .... 1?..9.!2~.~~P..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 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 J;Ilade by the above named Executor Administrator. Sworn nd subscribed before me this ....... ~. l ~ / / _.4~ ~ ~ _,/ :~~ of.~R·~· .......... ~ .. ~.~9 .. ~.1. · ....... z9~~~~~~x~~;~ WASHINGTON; WASH·~~-. .. .......................... . MY COMMISSION EXPIRES ;uNE 25, 1974 A ITIONAL INSTRUCTIONS Membirle"NflVffi~~~tayillftWJ.~ttb~Sfiled within three months after appointment 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 Copies 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 llnnrntnry attb -"pprtti!lrmrnt of the goods and chattels, rights and credits which . were Dominick Bontempo · Cross Creek Township · of ..................................................................................................... Jate of ................................................. : ................................................... . Washington County, Pa., taken and made in conformity with the above affidavit. PERSONALTY: Cash in possession of John Brunner, Esquire. Simplified Savings Account in Mellon National Bank and Trust Company 1968 Pontiac Coupe automobile REALTY: All that certain lot of ground situate in Cross Creek Township, Washington County, Penflsylvania, known and designated as Lot No. 4 and extension thereto in the plan of lots laid out by W. J. Brown and called "W. ~. Brown's DOLLARS 2,660 00 4,565 36 700 00 Plan of Lots No. 1", which plan is of record in the Recorde~'s Office of Washington County, Pennsylvania, in Plan Book 3, page 133. LOT NO. 4 in said plan is 50 feet in width and 100 feet in depth and is bounded on the Ea~t by Lot No. 3 and on the West by Lot No. 5. The land referred to by "and extension thereto" is more fully bounded and described as follows: Beginning a~ the southwest corner of said Lot No. 4; thence South 30° 30' West 30 feet to a point; thence by land now o~ .formerly of W. J. Brown, South 66° East 50 feet to a point; thence North. 34° East 30 feet to the southeast corne of said Lot No. 4; thence by the southern boundary line of ~aid Lot No. 4, North 56° West 50 feet to the place of beginning. ' THIS is the same real estate which was conveyed to Dom1nick Bontempo by Jiulio Strussione, et ux. by deed dated S'ept. 13, 1954, recorded in the Recorder's Office of Washington County in De~d Book 907, at page 19~. THERE is erected on the above-described lot of gro~nd a two story stucco dwelling house. 4,070 00 CENTS TOTAL INVENTORY . . . . . . . . . . . . . . ~11,995 36 ., .. z . ~ i ?i (j J j .lOfJ II. • . / ' .. ...:. ·'n· ....... ~ <:: d ~ ., ~ -~· .,.. .. , ~-.c--. ~ <s:: w t:'j t:t:l § I V) ~'-.1 ...., ~~ ···~ ~ "'~:)- ~ "'~:)-~ ~ ~-"() 0 ~ ~ "lj ., ~ .... . ·' STATE OF PENNSYLVANIA, WASHINGTON COUNTY, } 55: The within named Accountant being duly sworn according to law, depose and say that the above account as stated is true and correct as ............. h.~-----------------------verily believe. , Sworn and subscribed b~fore me 1his .... ..2~t.h ..... ·~ '· ... J 'i 72 d~y of .7 --.--·:··::'--,--:~---~---------~-------------19 ........... . . 1~ .. . ............. ........................................................................... ---------------....................... . BARBARA CRAIG, NOTARY PUBLIC WASHINGTON, WASHINGTON COUNTY MY COMMISSION EXPIRES ~UNE 25, 1974 Member, PennsylvanlaAssoclatlon of Notarlea Washington County, ss: I do certify that I have given legal notice to all persons concerned of the filing of 'lhe within account in the manner prescribed by Statute and Rule of Court, as evidence by proofs thereof filed to No ... Jt.3.:.JJ..:-.33J............... 1 .... 0 .[._ .... ~ ::s 0 (.) -\ (.) I < ~ 0 '! P-. r:. :s 0 J:il \)-..., r:.1 8 d ~· E-< z @ < 0 I : E-< t:Q ~ .......; rn r:.1 z N ~ ~ \ : 0 '\"()i H l z ~ H z :s ~ 0 o::i Cl ~I 0 z Witness my hand and official seal this ... ~l ________________ _ ~ day ~~~.~-~----------------------------------------19:'/'jJ ' '72 JUL 26 Atl 9 2S RUSSELL Ht\F!INO REGISTER OF WILLS: W A$ H I N G T 0 N C 0 .• P A; ,.) I • "'""'• ..... , : ~ ~ ....; ·~ 0 ... i?: 0 l':l "d l':l < !o !o :4-f :o ... l':l ::s 0 (.) (.) r Q) "' : C3 ~ "d l':l .«~ ro l':l :a ... ~~ .... ·rn . 'biJ ·~ Q) 0:: Q) ,<:l .... ~ ~ a> ..-< .p ..c: bO l~ •r-l :ro Cl> ~d H ::s :o 0 :(.) :CJ (.) i< :s is ~ , ..... !>. H :a> :l':l Cl> , ... :o s:: :~ N oM i< t H H ro :s .. .p ..c: bO oM Cl> H 0 (.) ~ :s .0 !...--_: j 0 e) ~ <? Do \s) --...... .\-: X:- Q • -'J 1: • ,, I ,.., ' -·'' ... ~ ~~ 1,, I ·"""· ',,,) )_) i •. , " r. r ::J ~:-~ t ... ! ,~ '· . ~ "' ... / .......... •' ·""· . ~ l ~:~:~ ~~- ""'='"'""~ ,.., ... -__ ' ,.....--:- .... ; The Court is respectfully requested to determine proper distribution in this estate. • ~· •• '.. -! . ... . . ~ . ,. .. , - I I THE FIRST AND FINAL ACCOUNT OF FRANK DiNARDO, I EXECUTOR OF THE ESTATE OF DOMINICK BONTEMPO, DECEASED 1 LATE OF CROSS CREEK TOWNSHIP 1 WASHINGTON COUNTY 2 PENNSYLVANIA. I AS PER INVENTORY AND ACCOUNT $11,995.36 INCOME FROM ASSETS I I SCHEDULE "A" 102.72 ' j $12,o98.o8v DISBURSEMENTS: " ' .. COSTS OF ADMINISTRATIO~ ., ; SCHEDULE "B" $1,547.32 i FUNERAL EXPENSES AND PREFERRED CLAIMS ' ; SCHEDULE "C" 1, 810 .• 10 OTHER CLAIMS I rl SCHEDULE "D" 15.56 32372.98 I ' BALANCE FOR DISTRIBUTION --~------------------~----$8,725.10 '· ' L_ 9/15/71 10/1/71 10/4/71 10/4/71 10/26/71 10/29/71 11/9/71 11/9/71 11/10/71 2/9/72 4/18/72 4/18/72 6/28/72 7/72 7/72 7/72 7/24/72 7/24/72 7/72 ' I ' •' INCOME FROM ASSETS SCHEDULE "A" Interest on Simplified Savings Account Mellon National Bank and Trust Company I ( . ; $102.72 TOTAL IN.COIYIE FROM ASSETS ----------------------------$102.72 COSTS OF ADMINISTRATION SCHEDULE "B" Russell Marino, Register Probate of will and short certificate Guy Rogers Registers expense Observer-Reporter Advertising letters Washington County Reports Advertising letters Barbara Craig Notary fees Russell Marino, Register Short Certificate McCreight, Marriner & McCreight On account-fees Barbara Craig Notary fees Russell Marino, Register Balance on letters and filing inventory Anderson & Pollock Insurance Premium Mary V~nditti, Tax Collector Road, light and hydrant tax Malcolm L. Morgan, Co. trreas. 1972 County Tax Velma Bontempo On account-family exemption John Bowman, Esq. Attorneys fees McCreight, Marriner & McCreight Balance attorneys fees Frank DiNardo Executor's commission Barbara Craig Notary fees Hood Insurance Associates Fire Insurance Russell Marino, Register Filing Account TOTAL COSTS OF ADMINISTRATION 13.00 15.00 14.00 14.00 2.00 1.00 200.00 1.00 10.50 9.00 21.96 20.86 300.00 100.00 300.00 480.00 3.00 25.00 17.00 $1,547.32 I . I 11/4/71 11/5/71 11/9/72 . , FUNERAL EXPENSES AND PREFERRED CLAIMS SCHEDULE "C" Floyd L. Pittman Funeral Home Funeral services Jones Monument Co·. Marker TOTAL FUNERAL EXPENSES AND PREFERRED CLAIMS OTHER CLAIMS SCHEDULE "D" Spataro's Market Merchandise 1,617.70 192.40 $1,810.10. 15.56 TOTAL OTHER CLAIMS ---------------------------------------$15.56 1 Observer -R-eporter WASHINGTON, PENNSYLVANIA PROOF OF PUBLICATION In compliance with the Newspaper Advertising Act of 16 Mayl 1929, P. L. 1784, as amended. · Commonwealth of Pennsylvania, County of Washington, SS: ....... : ..... . Personally appear·ed before me, a Notary Public in and for said County and State, ........ RJ:.~.h.~~Q .... $..~ .... G.9.W.~n ................ , who being duly ~won~ . ,,"~XECUTOR'~~~CE according to law, deposes and says tha;t he is the ..... .Yi.c.e ... Pr.e.s.id.en t ESTATE OF DOMINICK BONTEM· f th Ob P bl' h' C n. 1 · t' d 't · • PO deceased late'lo!· Cross Creek • o e server u IS mg ompany, a .[''enns.y varua corpora IOn, an 1 s , , Township, ·,washington' county, Pa. agent in this behalf; that the said Company is• the owner and publisher of , Letters testa!'lentary upon the . the Observer-Reporter, succ•essor to The Washington Observer, established above1 estate having·been granted to September 18, 1871, and The Washington Reporter, ·established August 15, the. undersigned,· all persons hav· 1808, a daily news•paper of general circulation, printed and pu·bJ1·s·hed and ing claims against the estate are re· quested to maRe known the same.to' having its place of busines·s at Washington, Washington County, Pennsyl-the· ·undersigned or his attorney and vania, where it or its predecessors have been established and published all persons indebted to the dece· ti l f th · th · t th bl' ~ · f h t· dent are requested · to make pay· con nuous• y or more an SIX man s• pnor o e pu 1cauon o t e no Ice ment to the undersigned without hereto at:tached; tha;t the printed notice or advertisement hereto attached t delay. . · J •: is a copy of an official advertisement, official notice, legal notice or legal j i · · 'Frank 'DiNardo, Executor, · advertisement, exactly as printed or published. iil the 0b£•erver-Reporter in i~ McCreig~~ .. ~~~irf~er & • ; { • its regular editions on the following date or dates; ............................................ :· ... ~tt~;~~~t ................................. .Oc..t.ob.e..r. .... 6., ..... l.3. .... ~.no .... Z..O .. , ..... l.9..7..l ......................... ' · ~~s~na;t~~.g'#~. m:N ,_Btdg. ' l.'-····' ....,....-,---.,.----="·-7~12_3_5-......_.w_e_d_-=-a-4t that neither th!e affiant nor the Observer Publishing Company is interested in the subject matter of said notice or advertising and that all of the all-ega- tions of this affidavit as to the time, place and characte·r .of publication are true. . .................. ~ .. ;(/ .. ~~ Sworn to and sub~J )efore me this.~j9..d~ of ... ?--~:>Q.P..~.~ .... '971 ~~g~::~~:~::~ ;~~;;~ m WASHINGTON, WASHINGTON COUNTY MY COMMISSION EXPIRES MAY 6, 1972 ------------~--------- Washington County ReportS Washington# Pennsylvania (PUBLISHED BY WASHINGTON COUNTY BAR ASSOCIATION) ... PROOF OF PUBLICATION \ In compliance .with the Newspaper Advertising Act P. L. 1784 Sec. 3, paragraphs (3) and (25). of May 16, 1929, CouNTY OF WASHINGTON} SS. STATE OF PENNSYLVANIA Personally appeared before me, a Notary Public in and for said County and Commonwealth, CHARLES C. KELLER, who, being duly sworn, deposes and says: that he is the Editor of the W ASIDNGTON COUNTY REPORTS, the officiail legal periodical for said Washington County, published weekly hav.ing its place of business at Washington, Washington County, Pennsylvania, and is acting as its agent in this behalf; that the said WASIDNGTON COUNTY REPORTS was established on March 31, 1920, and was designated as the official legal publication for Washington County, Pennsylvania, by order of the several courts of said County, dated November 11, 1920; that the printed notice or advertisement attached hereto is a copy of a notice or advertisement, exactly as printed or published, which appeared in the said legal periodical in its re~ar issues on the following dates: ...... 9.~.~.~~.~!: .... ?. .. t.. .. !~ .. ? ..... ?,.!.L .. !.?..?..~ ................. . Sworn to and subscribed before J~ ... ?..~.~.! ...... day o£ ........ 9..~.~~~~ ..... ! ................... , 19 ... ?.~ ........ . ., .. " " ~~ ... ~ ..................... ~ .. " JOSEPHINE T. SCIAMANNA Notary Public, Washington. Washington Co. My Commission Expires July 1. 1974 l'r. • !:"'"-. r .~ ..-• . ./' .- Estate Notices The Register of WiHs has granted letters, testamentary or of administration, in the following estates. Notice is hereby given to all persons indebted thereto to make payment without delay and to those having claims or demands to present them for settlement to .the Executors or Administrators or their Attorneys. • • • • • • • • • • • • • • • • • BONTEMPO;;•DOMINICK,1Dec'd.'ti• • G. I,.ate of Cross'Creek Township, Wash-mgton County, .t'enna. .., . , .Executor: • Frank DiNardo; .Avella, Pa. Ahorneys·:.. McCrclght, :Mai;riner & McCreight,.· 520 • Washington ·.Trust Bldg., Washington, · Pa;," 15301·· · ·. --~-- -~ .. . ' ~u ill~ mnttrl . nf <nnuunuu tth'as of lUa!illiugton . Qtuuat!J ®rpl]utti19 Qlnurt IDiuh1inu -In the matter of the Audit of· Account in · Estate·of· Dominick Bontempo·· No. 63-71-992 ·TO 'l'HE AUDITING JUDG.fJ: our accountant, Frank DiNardo Enter ___ -'-~-----:--appearance .for··-_..::::..::....:..~.:..::..:....::..=:..:..:...:2..--=-=-=.:...::.:.:...--=-.:..::..:..~:.......:.-=------___:.----' McCREIGHT, MARRINER & McCREIGHT ~&~ ?;~september . 1911._ N. B.-Counsel. shall,· by separate paper, present a concise statement of each claim, with supporting ca 1 c u 1 a ti on of any interest claimed: Objections to an account as filed, shall be concisely stated in a separate paper. Council suggesting proper distribution shall file a separate concise· state- ment in that regard. ~----------------~-----------------~-=-~-~----~--~-~-==-~-~-~---~============-~------- j '72 NOY 15 PH tt 14 RUSSELL ~1M\INO REG\STEH OF WILLS WASHINGTON CO .• PA. IN THE COURT OF COMMON PLEAS OF WASHThJGTON COUNT¥, PE 6rphans' Court Division IN RE: Estate of No. 992 of 1971 DOMINICK BONTEMPO, ( ) ( ) ( ) ( <Deceased. z < ~ )o Ul z z Ill a. 'i 0 ~BEFORE: z :t Ul < 3 ...: u 0:: ' ~ !;;APPEARANCES:.-a ·, . , -. ~ . ~ .J ! < u 0 :I .... :z: ~Tll\/IE:' ui a: Ill ... a: . • ~ t 2 THE COURT: Ill a: ... HEARING ON AUDIT The Honorable RICHARD DiSALLE, J., Specially Presiding. _M~GR~IG:WI', :)\/[ARRINER & McCREIGHT, Esqs. , of Washington, Pa. , representing the Accountant. '\ ' ' y Wednesday; September 13, 1972, at 10:00 A.M., The estate of Dominick Bontempo. The Execu ~ is Frank DiNardo and the attorneys are McCreight, Marriner & . 0 u .J " Me Creight. u ii: ... 0 JOH;N Me CREIGHT: May it please the Court, this estate has certain involvements. I have the necessary papers here. On June 9th of this year, counsel for the executor received a letter from the wido , Mrs. Velma Bontempo, appearing to make claim to the contents of a metal box that was found in the decedent's home immediately after his death. This box had a combination lock on it built into the j box. Neither Mrs. Bontempo nor any other occupant of the home apparently kne'v the combintation of the box. THE COURT: She was living with the decedent? MR. McCREIGHT: Yes, she 'vas living with the decedent. Mr. Bru r and a son of the decedent by a former marriage took the box and it was broken open by force. A substantial amount of cash 'vas found in_.th~ box amounting to several tl;:tou~an~ dollars, as wiell as ins ur e ui a: 11.1 1-a: 0 n. 11.1 .. · /_ papers and other matters. Mrs. Bontempo's letter indicated that she felt that the ,content's Of the box were somehO'V meant for her, I' except for $200. 00 which she said belonged to a neighbor and 'Vere in safe keeping with the decedent. Mrs. Bontempo ':Vent to George Hanna as her counsel and I have since talked toMr. Hanna. He indicated that he felt she 'Vas not going to press this claim. I reported the claim, however, in the Petition fer Audit since it was made. ~THE COURT: Was notice given to Mr. Hanna of this audit? a: :J 0 ~ MR. McCREIGHT: Yes. Notice of the aud.it was given to Mr. Ha c 0 ii: II. 0 and 'Ve have had a conference with him on all matters surrounding the estate. He believes that she actually is as much interested in the welfare of the daughter who is the residuary ~egatee and devise of the EState as her husband 'vas, and that actually, she doesn't want to interfere with that devolution of property. The other problem is that the daughter 'Vas 20 7th of this ar, and no guardian has been appointed by the Court to act for her or receive property in her behalf. THE COURT: When 'Nill she be 21? MR. McCREIGHT: July 7th of 1973. THE COURT: Is it right to take the change by the new laws? < z MR~ McCREIGHT: I would have to examine the law relating to that < :i )o Ul z z ·n would be a very temporary matter in any event. Ill a. i THE COURT: 0 ... C) z X Ul < ~ ..: u Bontempo? ~THE COURT: Ul 41 c ... .J < '.0 .0 :I .... X .. " N Is anyone interested in the estate of Dominick ( NO RESPONSE) The audit is closed. (",AUDIT 9LOSED) . ' ui a: Ill ... I hereby .certify' th~t the proceedings and evidence are contained a: ~ fully and ac;curately in the (fotes taken by me on the hearing of the above ... g cause. and that this copy is a correct u .J < 0 ii: II. 0 The foregoing record of the proceedings upon the hearing of the above cause is hereby approved and directed to be filed. 3 ,__,_-,._- .L.' , -.~ ,, \ \ >"~---..~-... ,· .<' ,-:,' '. ·\ '• :' ',. '~,. "' ....... -~ ',, ·.-~~~~ .I -\'-,.,-) /. -~ ' (: l . 1 " -~ ... _~;. ·-~ .. . ' .. .·. ,'( .j j ~ { • i . .: ;,' J . .' . .l ' . " ' .. . ' '· ! ... ' ',) ·., . .... :_j ... ,.·j .' . .' • i .··-],' ; c •· f_, . ',\ '-)• ·'· ... " \ f. j'~'·. ~· .. ,d '' ( ' • i' '\ .· I ., ,, / / ~n t4r <tJ,nurt nf <tJ,nmmnu Jlens nf llnsfJiugtnu <tJ,nuuty, -Jeunaylunuin, ®rp4nn.a' <tJ,nurt littisinu ESTATE OF No. 63-71-992 Dominick Bontempo, In the matter of the, __ F_ir_s_t_a_nd_F_i_n_a...:.l __ Deceased. Account of Frank DiNardo, Executor ADJUDICATION AND DECREE And now November /~ , 19-.72_, this matter came on for hearing, audit and distribution at this session and testimony taken; and thereupon, upon due consideration th~re_Qf ff the balance for distribution in the hands of the Accountant is determined to be $ ts~ o4 ~ 78 , and the a_ccount is accordingly confirr~ed; and it is o~dered, adjudged and decreed that th~ said balance be paid out by the Accountant m. accordance With :the schedule of disribut·ion hereto attached and made part hereof, unless except1ons hereto be flied sec. reg. or an appeal be taken herefrom sec. leg. Balance per account·-----------------$8.725.10 Additional credit asked at audit 77.32 Balance·----------------------$8,647.78' Deduct Clerk's Costs & Receipts. ____________ _ 26.00 Attorney· __ ...:M~c..::C...:r...::e:.::.i.:::tgh::..:::.t.:...:,~M~a:::::r:....:r:....:i~n!..:::e~r_:&~M~c~C~r~e""'i~g'-"'h"-!<t ___ _ Russell Marino, Clerk 0. C., costs in certifying real estate to Recorder, j Olga 0. Woodward, Recorder, costs recording certification of real estalE, f4;.1-S"C:>. /1""1-7· 7'2- 7.50 (ff~<P· w~ $8', 610.28 P~.A .,f_ Velma Bontempo, widow, balance due on claim for Family Exemption, funds in the amount of $300.00 having been advel:nced and cr~dit already taken therefor in the amount of, 1200.00 Russell Marino, Agent, t;ransfer inheritance tax, $445·. 60 Interest from 10-22-71 to 11-25-72, 29.19 474.79 Pauletta Bontempo, daughter, residue, including real estate as hereinbelow described, held in kind and distributed as such at the appraised value, 6935.49 $7,410.28 $6,935.49 ~' :Z.7J 1cf72----'k~!! No balance /?7 L-- .:l: i ~ 0 ~ ~ m· :J z (I) 0 i 0 0 .... !-' ~ t:: :::r :J (1) .... 0 3 ~ 0 ~ 0 .... .... ". (1) ~ .., ~ a-0 ~ .... :::r t " = ~ (1) & ~ ~ ~ ~ ~ I. ' . J ' ' ,. -- REAL ESTATE TO BE·CERTIFIED TO THE RECORDER OF WASH TON · COUNTY BY THE CLERK OF THE ORPHANS' C Dominick Bontempo, devisor, to Pauletta Bontempo, de isee of all the right, title and interest of the devisor in and to parcel of real e tate desc ibed as follows: ALL that certain lot of ground situate in Cros ·nship, ·! . WaF3hington County, .Pennsylvania, known and designated as Lot No 4 and extension thereto in the plan of lots 'taid out by W. J. Br wn and ca led "W. J. · Brown's Plan of Lots No. 1", which plan is of record in he Recor er's Office of Washington County, Pennsylvania, in Plan Book 3, pa e 133. LOT NO. 4 in said plan is 50 feet in width and 100 feet i is bounded on the East by Lot No. 3 and on the West by ot No. 5 •. The land referred to by "and extension ~hereto" is more fully bou follows: Beginning at the southwest corner of said Lot 30° 30' West 30 feet to a point; thence by land now or fo • J. Brown, . South 66° East 50 feet to a point; thence North 34° East 0 feet to he southeast corner of said Lot No. 4; thence by the southern bounda y line of aid Lot No. 4, . North 56° West 50 feet to the place of beginning. TillS is the same real estate which was conve ed by Jiuro Strussione, et ux. to Dominick Bontempo by deed dated September 1 , 1954, a d recorded in the Recorder's Office ofWashington County in Deed B ok 907, at page 193. THERE is erected on the above-described lot f ground two story stucco dwelling house. CERTIFIED TO RECORDER NOVEMB R 27, 19 •.. -~ .f!'T ; I' . . • .... . .:::r -( \ _. \ . 0 n n 0 c ~ 0 -k :J -+ :r (1) 3 0 =+ (1) .., 0 -k ...... :r (1) • •. ..J •.... j r·. z 9 0 -k Co REAL ESTATE ALL that certain lot of ground situate in-Cross Creek Township, Washington County, Pennsylvania, known and designated as Lot No. 4 and extension· thereto in· the plan of lots laid out by W. J. Brown and called "W. J. Brown's Plan of Lots No. 1", which plan is of record in the Recorder's Office of Washington Co~nty, Pennsylvania, in Plan Book 3, page 133. LOT NO. 4 in said plan is 50 feet in width and 100 feet in depth and is bounded on the East by Lot No. 3 and on the West by Lot No. 5. The land referred to by "and extension thereto" is more fully bounded and described as follows~ Beginning at the southwest corner of said Lot No. 4; thence South 30° 30' West 30 feet to a point; thence by land now or formerly of W. J. Brown, South 66? East 50 feet to a point; thence North 34° East 30 feet to the southeast corner of said Lot No. 4; thence by the southern boundary line of said Lot No. 4, North 56° W~st 50 feet to the place of beginning. THIS is the same real estate which was conveyed by Jiulio Strussione, et ux._ to Dominick Bontempo by deed dated September 13, 1954, and recorded in the Recorder's Office of Washington County in Deed Book 907, at page 193. THERE is erected on the above-described_ lot of ground a two story stucco dwelling house. IN THE COURT OF COMMON PLEAS OF WASHINGTON COUNTY, PENNSYLVANIA. ORPHANS' COURT DIVISION IN RE: ) ) ) ) ) ) ) ) ESTATE OF DOMINICK BONTEMPO, DECEASED. ELECTION TO PURCHASE ESTATE AUTOMOBILE AND ASSIGNMENT OF FAMILY ALLOWANCE TO: FRANK DiNARDO, EXECUTOR You are hereby notified that I have eledted to purchase from the above estate the 1966 Pohtiac Coupe Serial No. 266576P241921 for the sum of Seven Hundred ($700.00) Dollars, be'ing the Inventory value thereof, and I authorize and direct. you to deduct said pu~cha~e price, to~ether with the cost of a new title certif1cate and sales tax, if any, from the Family Allowance to which I am entitled and for which I hereby make formal claim. WITNESS MY hand and seal this ;f~d[ day of •• ,tlo . 'I 4 ' '· ,, ·. --'~21~~~~-~~~·~~~-~· ~~-~~-~--~~'~ __ (SEAL) Velma L. Bont.~ j Cl L.(""' C) __ j c:: L!.J __J =::.--~ <=> :::r: L.U w 1-(./) (./) --; ~. -f'.,.! l ; Lt...: . ,,_ .. ~ I .r \ { ' ·' • . .'.i ' ·~ . , ,(' r , ·c ... 'I -'(' ' .... ___ ..... ,':·) ... ' .. ·. \. : -----.--·....-J-i 1 t" '· --· -·~·---. ------~'I J,·· ,o I I -; ' ·' ,...__..,. ---~--···-· ··-. -------_,,._._ ~ ...,. " I ' ' ·.I ' ' .1 r-··6· f I • ~. '1 ... .. , ') .. • •.• :·\ .'. j"•. ;,• • c •· ·~..: r J • f ~"' .~ \. .,. ~· -j! ' . " !.( --~ '·' ,) .... ,. .,. -.. 1 ~ ·' . \ ' ' ,:. .. ,; f' . '. ~~ '• I J ,, ;I. '·' I ' ... .... . .. ..... .... ' . t -~ .. .. ' ,J ) ' ~ f • ~ ,I f' ,. ~r-' .. .. :- l' ~ I -\,. ~ I ,, ' '1 ~) , j ...... !, ·' .. • . , . ·. '1 •• '. :, , I ·• ' .. ·'\.) ~; I I I ! i s: i () I· () ::0 ~ fT1 j· )> Gl ! Ul ·I I. :: )> :-i ::E z -l )> Gl -l s: Ul -l 0 )> ; '• :: ~ ~ ::0 . ~ -l ~ ~ -l :0 Ul z I y o-~" fT1 ,. _z-l-l::O llmr~ )> c )> ,,~;::: ~ s: . ~ () z () Gl ::0 fT1 Gl I -i P' <-_ IN THE COURT OF COMMON PLEAS OF WASHINGTON .COUNTY~ J;>A~ NO. 63-.71--992 . - . . .... ~-.-:---.--.. -~---~~-~""!1!1'--~.~~-~--.--.. -----~-·-- IN RE: DOMINI·CK BONTEMPO, DECEASED. DIS'irRIBUTION RECEIPTS ~ ~~·;~ -....! r." "' <::::::::::0 J>. rn ~ (/) C) c: ,..,-1 :::::: -;--0? ,._. ·····~-, _ ._i} c. , , r z -1 ill --. <.) m r-C.J1 r-~~ -1 ;:D ··~ 0 ' "' ..,.. c~· -~· ..,., ---r, ........ -~ 0-~~:. ~ 0 "'-:'; ~ -C:" 'z -ur-0 ..... l>cn ~ McCREIGHT, MARRINER Be McCREIGHT ATTORNEYS AT LAW WASHINGTON TRUST BUILDING WASHINGTON, PA. ':! ,· IN THE COURT OF COMr10N PLEAS OF WASHINGTON COUNTY, PENNSYLVANIA ORPHANS' COURT DIVISION IN RE: ESTATE OF DOMINICK BONTEMPO, DECEASED. ' ) ) ) ) ) NO. 63-71-992 ) ) DISTRIBUTION RECEIPT AND NOW, r;/)-&elkn-vh.v-· IS: 2 .1~72, I hereby acknowledge to have received from Frank DiNardo, Executor of the Estate of Dominick Bontempo, deceased, the_ total sum of $1200.00 being the balance due on my claim f.or family exemption, (funds in the amount of $300.00 having already been advanced and hereby receipted for) per Adjudication and Decree of the Orphans' Court of Washington County, Pennsylvania, dated No.vember 15, 1972, $700.00 of the said $1200.00 being a 1968 Pontiac coupe automobile taken in kind and the balance of $500.00 being by estate check number 119 dated December 13, 1972. Total family exemption received $1500.00. Velma Bontempo ,~ : ~ ... ',; IN THE COURT OF COMMON PLEAS OF WASHINGTON COUNTY, PENNSYLVANIA ESTATE OF DOMINICK BONTEMPO, DECEASED. ) ) ) NO. 63-71-992 ) ) DISTRIBUTION RECEIPT AND NOW, st)--?·e..c,..,...,/f.et .. -7~ i'f 7e, I acknowledge to have received from Frank DiNardo, Executor of the Estate of. Dominick Bontempo, the sum of $6935.~9 per Adjudication and Decree of the Orphans' eourt of Washington County dated November 15, 1972, and being distribution of and payment in full of the residue of the above estate, inclu~ing real estate held in kind and distributed as such at the appraised value. Paulette Bontempo /_.. Herbert Brinkley, Tax Examiner,. Inl'ierit.i11ce Tax Division, Department of Revenue, Bureau of Coanty Collections, Harrisbl.W~· ·pa. (t,. , Dear Mr. Brinkley 1 . Please advise whether or not \'re should tax the enclosed-Bank account •. Attorney John MCCreight does not feel that it i~ taxable. Sincerely, Frances Leo,· Chief Appraiser, Washington County. .JOHN B. M~CREIGHT STEPHI!N 0. MARRINER .JAMeS C. MSi CREIGHT CLARENCE A, CRUMRINE STEPHEN 0. MARRINER, .JR. ; M ~ CREIG HT, MARRINER & M9 CREI GH T ATTORNEYS AT LAW 5ZO WASHINGTON TRUST BUILDING WASHINGTON, PENNSYLVANIA 15301 October .2.9, 1971 Inheritance Tax Division Department of Revenue . 244 Washington Trust Building Washington, Pennsylvania 15301 In Re; Estate of Dominick Bontempo Gentlemen: AREA coDe: 412 PHONE 225-6600 Paulette .Bontempo, of Box 307, Avella,. Pennsylvania, has brought to.~u~~office an official notice of inheritance tax assessment in the amount· of $84. 37 on a trustee account in First Federal Savings and Loan Association of Washington in the amount of $1406.15. ·'7:" This savings account is not taxable by reason of the death of the truitee, Dominick Bon~empo. The funds were given to Paulette Bontempo by Antonio DiOdora of Avella, Pennsylvania, who lives at the home of Teresa Bavich. Mr. DiOdora named Dominick Bontempo as the trustee and Dominick Bontempo never had any other interest in the funds than that as trustee for his minor daughter. L}_ 3J ' We herewith return the notice of assessment. If further ae;tion is required to strike this claim, plaase advise me. Yours very truly, ffiBMcC:bjc j ~): i. RC'"-134 ( 1-69) OOMMONW.EAL TH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS INHERITANC'E TAX DIVISION TO: PAULETTE BONTU1PO Bo.X307 Avella, Pa. ; OFFICIAL NOTICE OF INHERITANCE TAX APPRAISEMENT AND ASSESSMENT OF ASSETS NOT SUBJECT TO ADMINISTRATION Dote: October 27, 1971 C t WASHINGTON oun Y---------------------------- County File No.---------------- Bureau File N~-------------- Under the Inheritance and Estate Tax Lows 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 i.s hereby assessed ~onsists of: JT • HELD IN THE. FIRST FEDERAL SAVINGS AND LOAN ASSOCIATIO~, WASHINGTON OFFICE, WASHINGTON, PENNSYLVANiA • Savl+lgs 20616. In the names of.the-Domenick Bontempo as Trustee for Paulett~ Bontempo. Balance.as of date of death $1,406.15. . ' appraised by the Common~eolth, as of the date of death, at $ l,4°6-·15. 100 % of this amount is taxable at the rote of 6 % ORIGINAL ASSESSMENT AMENDED ASSESSMENT DATE OF ASSESSMENT TAXABLE AMOUNT LESS: ALLOWED DEBTS NET TAXABLE AMOUNT $ 1,406.15 -~____;:......:;.. ___ _ $--------------- AMOUNT OF TAX DUE D If you pay the above amount within three (3) months of the dote of death of fhe deced~nt, or on or before · @ii'!5Jber 22, 19 7]. you may deduct a discount of 5% of the amount of tax due, or 0 This to~ become delinquent, fifteen (15) months after .the date 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 date additional interest is due at the rate of 6% per annum unti I paid $4.37 84.37 $ =============== APPRAISED BY: ~TOTALAMOU .DUE-. $ L/_/ B~SSEL~ MARl~O. ~ ~JIIl'..t..MSESSED BY=-------------- (Agent for the Commonwealth) (Inheritance T ox Appfaiser) INSTRUCTIONS TO TAXPAYERS Make checks or money orders payable to: To insure proper credit to your account this Official Notice must accompany your payment. Mail or bring it to: ; ,;;: ·: OMivL.:fh·itAdli COURT HOoSE WASHINGTON, PENNA. 15301 ' . .. .---------------------------- i/ :.,,;,_.<. .. If you have already paid this tax to an executor, administrator, attorney or other personal representative of the decedent for forwarding to the Commonwealth, lfst ~below the date' pai.d, n.ame and address of,the person ·tC''whcm• you made payment, their official title and the amount. · . ·. ·' _;: · · · · · ' ' · . Official Title.. .. .• ,. ' ' • :~· •t .• .. Amount. Paid.'. '-. Date Paid Name and Address of Payee )'. Under certain circu.mstances, 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 deducHons against the .gross _val1.1e· of the property in the computation of. tax due. If any such expenditures meet all of the thre~ following tests, it is recommended that yo~ item.ize the payments below, execute the affidavit, and return this notice. The Register of Wills wil·l examine the debts claimed a.nd olio~ .. 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 legaJ ly responsible for these debts, and . . 2-You actually paid' these debts out of the account or prop~rty described above and can furnish proof of such payment, if required, and 3-These same debts are not also claimed, for tax purposes, by· on executor, administrator o·r oth'e'r personal representative of the decedent handling the administration.of the general es.tate of the decedent or any other transferee. . SCHEDULE OF DEBTS Date Paid Name of Payee .. . Description of Obligation Am.ount Paid . '. ' ' " .. . . ; .. TOTAL $ " (attach separate sheet 1f requ~red} COMMONWEALTH OF PENNSYLVANIA) SS: COUNTY OF: _______ _ I, hereby certify that the forego in~ is a just and true statem~nt 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 scime debts will not be claiine'd 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 \ . RCC"·134 ( 1-69) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS INHERITANC:i: TAX DIVISION ..... ' . '"" ': OFFICIAL NOTICE OF INHE~ITANtE TAX APPRAISEMENT AND ASSESSMENT OF ASSETS NOT SUBJECT TO ADMINISTRATION .. TO: __ ~P~A~T!~T~J'~.'PT~E-B~O~N~1~'F~>t·u1PO~---~---­ BoxJO? Avella, Pa. Date: _O.;....c.;....t~o_b_er;;,__2....:7...!.,__;_19;....;71:....::..;_ ____ _ County _1_dA_-S_H_;__I_IIi_rG_T_O_N _______ _ County File No. _________ _ Bureau File No.---------- We have received. notice th~ll00s1J¢rwobtk:e-)'(f~ ..... ::xxxx:>:XlOOOO,_.'""<JQiX:.x on. xfb:c.kwiDcgJuly 22.19R, you came into ownership of certain property thmoo~ibdx.h ~~~cm~-~-~mt~~~~ transfer from Domenick IDontempo, deceased (Avell0 - Under the Inheritance and Estate. Tax Laws of the Co·mmonwealth of Pennsylvania such transfers are taxable and the liability for the· payment of the inheritance tax due is imposed upon you, as transfe~ee. The property on which tax is hereby assessed consists of: JT. HEI..D IU THE PD1ST l"EDLR.AL SAVII\GS AND LOAN ASSOCIATION, \r.fASHINGTON OFFICE, \'-lidsHI!~GTON, P:tiii~SYLViuHA. • Savings 20616. In the names of the Do1r.enick Bontempo as Trustee for Paulette Bontempo. Balance as of date of death '$1,406.15. - appraised by the Commonwealth, as of the date of death, at $ _1....:'_l~_o_6_._1_.5 ____ _ 100 %of this amount is taxable at the rate of 6 % ORIGINAL ASSESSMENT AMENDED ASSESSMENT DATE OF ASSESSMENT TAXABLE AMOUNT LESS: ALLOWED DEBTS NET TAXABLE AMOUNT $ 1,/-1-06.15 $---------------- AMOUNT OF TAX DUE 0 If you pay the above amount within three (3) months of the date of death of the decedent, or on or ~efore ·. @g}9ber 22, 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, statutory interest ~t the rate of 6% of the . tax per annum is also due !JS 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 . ' a;. ~37 TOTAL AMOUNT DUE $ S4.37 $ -.::===:;:::;-~-======== -C; · G t<JSSELL MARINtJi --~ APPRAISED BY: :7A...-t<--/,_ &{_.<./ L-1/ t '"-' .JdLA-SSESSED BY=-------------=------- (Inheritance Tax' Appfa(ser) (Agent for the Commonwealth)4it INSTRUCTIONS TO TAXPAYERS Make checks or money orders payable to: To insure proper credit to your account this Official Notice must accompany ., your payment. Mail or bring it to: 1(~11 JU,t~ AGENT FOR THE COMMONWEALTH COURT HOUSE WASHINGTON, .PENNA. . 16301 ' ·I -:·.' .. ~-------------------------------------------· .·,_ • ... l~ . . - ' . If you have already paid this fax to an executor, administrator, attorney or other personal representative of the decedent for forwarding to the Commonwe~lth,.li~;t below th~ date pai.p,_name:,and addr.ess of the person to whom you made payment, their official tit.le and the amount. : .. . .. =. r · ... ',· ' . ·, . . . ·• ·• . . '' ' •. .•. • t . . . . ·' ..... Date Paid Name and Address of Payee Official .Tit I~ ~·. ·: . . . . .• ·~-' . . Amount Paid·. ....... J Under certain circumstances, if, after the date of death of the decedent, you personally paid funeral expenses or other just debts of the de.cedent, with funds derived from the property herein taxed, such amounts expended by you may qualify as deductions against the gross value of the ,property i11 the computation of tax due. lf.any such expenditures meet all of the three following tests, it _is recommended.that you _itemize the paymen!s below, execute the affidavit, and return this notice. The Register of Wills wnl examine the debts clai_med 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 lega.lly 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, fo·r tax purposes, by an executor·, administrator or other personal representative of the decedent handling the administration of the general estate ofthe decedent or any other transferee. · • · · SCHEDULE OF DEBTS Date Paid .. Name of Payee Description of Obligation Amount .Paid . . l TOTAl .$. (attach separate sheet if required) COMMONWEALTH OF PENNSYLVANIA) SS: COUNTY OF: _________ _ I, hereby .certify that .the foregoi.ng i~ a just and true statement of funeral expenses and other debts of the decedent, . , for which I was legally responsible and which I did pay out of the property herein taxed. I further certify, that to the best of my knowledge and belief, these same debts will not be claimed by any other person, for inheritance tax purposes. SWORN AND SUBSCRIBED BEFORE ME THIS ___ DAY OF --~--------------------19 ___ . Signature of Taxpayer f " I '\t · ·REPORT OF REGISTER OF WILLS I, the undersigned, duly electt!d Register of Wills in and for the above county, do respectfully report that I have allowed deductions listed above.in the total amount of$---------.. Date of Approval: ________________ _ Register of Wills ,. '•.··. ... \ COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE INHERITANCE TAX DIVISION l-1H. HF.SS COHNOmL~ALTH OF PL'lill'-JGYLVJ...:·./IA DEPAH.THENT OF l.illVENlJE BURJ"'i:.t'-U OF COUNTY COLL!~C'l'IONS DniEJUI'ANCE TAX DIVISION FINANCE BUILDING HliRRISDURG, PENl,TSYLVAlU!i 1Tl27 Dear Hr.· Hess: 244 WASHINGTON TRUST BUILDING WASHINGTON. PENNSYLVANIA December 28, 1971 HE: Estate of Dominick Bontempo File No. 63-71-992 County of \·lashjJl[;tcn This savings account is not taxa1)le by reason of the ~teath of the trustee, Dor.d.nick Bontempo. The funds Here civen to Pn.ulctte Bontempo by Antonio DiOdora of AveJ.4 Pennsylvania, lvho lives <l.t. th.J home of Teresa Eavich. Hr. DiOdoru nnmed Dominick Bontempo as. the trustee and Dominick Bontempo never had a...TJ.y other interest in the funds than that as trustee for his minor daughter. }'c ·euith retur·n the Ecc 43. If there are any further questions ~)lease feel free to contact me. Thank you. jmo/FL Enc: 1 Very truly yours, FHM·ICL'.S LEO, C I ITLF it PPEAJS T!R, ·:·JJ~~·~i·IT.J.:G'l'8N COU!IITY . ; co Cf) <{ 0 _J a... z _J -0 :::~ :;:,.. ....... C) <.~ :c: !.L ~ Q ..... 0 c:-"': . c.':::: 1-(V"'l _J w C!.' e, 1 w 1-:z t-~~ (./) U) ::c c.::: U) ! -c::: ~ 0 U) --:I:::: -.J w <! a::: c::: 3.: 1'-J ~~ ('- "' COMMONWEALTH OF PENNSYLVANIA Mrs. Frances Leo DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS HARRISBURG 17127 March 10, 1972 Chief Inheritance Tax Appraiser Room 244, Washington Trust Building s. E. Cor. East Beau & Main Street Washington, Pennsylvania 15301 Dear Mrs. Leo: Re: Estate of Dominick Bontempo File No. 63-71-992 County of Washington Enclosed is a copy of a Protest filed in the sub- ject decedent's estate. On March 10, 1972, Joseph F. Shamay, Assistant Director for raxation of this Bureau, advised John B. McCreight, Attorney for the estate, that the Protest has l;>een Sustained. Accordingly, you are authorized to amend the record of this estate to conform therewith. RLS/cag Enclosure Very truly yours, «~.,6~ Robert L. Schrift, Chief Inheritance Tax Division FOR: Peter J. McHale, Director Bureau of County Collections CC: Russell Marino, Register of Wills j ,' . ' .. . . .• · .Mar~h 10 •. ~972 .. .. ~ ~ , - . . .fohn· a~. Mccre·tght,: Esquit""e · . . M¢C1UUGHT ~--~lNSR & Me~iGHT· · $20 Wt&hb\g.t(>n Uu$t lfu114ing WAtlhtng~o11. Pennsyivanta ·15301 : ,· · . R~{ . $$t4t~ of Poxntntck .Bqnt;empo . . FUe N.o+. 6~-7~•992 . . Coun~y of· ··washi'ngton · , ' '. . .. . . · · '1'~~ .l'nhe:r~t4~ce t.X· .t>tote~t Boa:r~ · ot the ·ll~nri111y 1v$nta ··: : · · . . J)ep4l;'tment of ~ev~nue m~t <in the· 6t~ <lay 6f Marc!t, .1972 ·, and · contltdered . · the -lT~te~t ~Ue<f in the 4bove .4ecedent'$ e$t:4.te• ·· Th~ deciSion of .the · Bo$rd . f oltows i ' 'l'h~ prot:es.~ filed Novemb~r 4, 1971 ·ts Su$taittt!cl~ s·avtng$ A.ceo~nt 1120616 is not t~xabte ·tn this dec~dentf:$ .€Hjt$te~ ~. . Jo$eph 'F•. sh•In4Y• . . · . · ~As&:tst~nt b.trec~or· for 'l'Eix4t.icm For: l'eter J • McHa 1e, -Dil"f:lctor · ·Buteau ,c;f <;~un~y 9oU~ctiorts JFS/dea ·~ ·· · cc: Mrs •. Frances. Leo, Chief Appraiser :cc: Rus~ell Marino, . .R~gister' o( Wills .· ·'' M ce C R E I G H T, M A R R I N E F> b. M ce C R E I G •< T. ATTORNEYS J&' LAW 5.~· W•-...SI-ItNGTON TP r•.UILC: , ;, WAS•••NGTON, PENNS •• •ANIA lb301 J0ktt B .... CC.RI.•~HT ~"t.»a•IC"N 0. 'Jro4A41i1'111Nf,R .JAkl:l\ .;. ws;c~tct.,Ot-4T CL.,.o~o"'I!'.NCI! A. CR~1MRINf. ST~ .... CN 0. MA~INC::R, ,JR, Inheritance Tax Division Department of Revenue 244 Washington Trust Building Washington, Pennsylvania 15301 In Re; ~state_·or Gentlemen: October 29, 1971 r AREA i. ·0~ 412 PHON~ ..:4"~·6600 -~/ /1' . /Y -/) l r fi-~ -~~--t.--r~z!/-1 I Dominick Bontempo / ,"') ~-/ 0 9? !.J"'t..:J·-/,~/ .-/ ! r.\ Paulette Bontempo~ of Box 307,-Avella, Pehnsylvania, has brought to our office an official notice of inheritance tax assessment in the.amount of $84.37 on a trustee account in First Federal Savings and Loan Association of Washington in the ar.1ount of $1406.15. This savings account is not taxable by reason of the death of the_trustee, Domin~ck Boneempo~ The funds we~e gi~en to Paulette Bontempo by Antonio DiOdora of Avella, Pennsylvania~ who lives at the home of Teresa Bavich. Mr. DiOdora named Dominick Bontempo as the trustee and Dominick Bontempo never had any other interest in the.funds than that as trustee for his minor daughter • . We herewith return the notice of assessment. If further action is r~quired to strike this claim, please advise meo McCREIGHT, MARRINER & McCREIGHT J':Bi'-1cC: bj c I ·• •• ., _, . ~--. ~. . " ' I ,, .. I .·,, I . ~ . ~ .. ' i '·. ~· ( . ' .. ' 'I .: I I. . ' .. o; I ., : I : j· ., ::~ t l I . ~. '. ,, Form RCC-33 I ' -'r COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS ·~ j RESIDENT DECEDENT . COUNTY OF .. -~~-~.J:I.~~.G.rO.N ........................................... . 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, u!lless 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 l DOMINICK BONTEMPO ' AFFIDAVIT OF .............................................................. ('st;;t~··~~~~ .. ~;;;~· .. ~f .. d~;;;J~~t·)................................................................ EXECUTOR . CROSS CREEK TOWNSHIP, WASHINGTO ADMINISTRATOR Late of .................................................................................................................................................. COunty . . . PENNSYLVANIA · :::.: :.--;~~~~~~~~;:: :-:~-----~---_-_-_::~} '" Frank DiNardo ............................................................................................... : ...................................... : . . . ~ ........................................................................................... Eseeotor Administrator of the estate of the above-named decedent being duly sworn, depose and say Decedent dJed .............. J...~..:J~:Y ....... ?..?. .. .J .......................................................... _. ... , ls1..l. ......... ,{' t_estate leaving .a last will, copy.· of which i.• here_to attaclied. } (Month) (llay) (YE11r) -i~I!Pt"" · ~ . . . . . . Name and address of attorney or} .. J.onn .... B.~ ..... M.c.Cr.e..ight .. , ..... E.s.q ..... .,. ..... M.c .. Creigb.t ... , .... Marr.iner ...... & ..... M.c.Gr.e.ight' other authorized representative to · · . whom all correspondence should be 5~0 .. Wa~.n1.ngtonTrtis .. t ..... Bldg ..•... , ..... Wa.s..h1.ngt.on .. , .. Pa .......... l5J.O .. L ..................... . mailed. That as such Executor deponent is. familiar wit}l the affairs of said.estate and the property con- < l•:xr!cutor·Administ.ralor) . Rtituting the assets thereof and their fair market value:. That at the time of death there was no safe deposit box registered irt 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 i tern! zed under Schedules ___ of this return, with the exception of the following, _for. the reasons hereinafter set forth: That Sc.hedule 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 parc.el of real property at the .d~te of death,. giving the amount still due at death, name of mortgagee, date, rate of int~rest, and bo~k and pag~.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 he.reof 1;\ets forth fully and in detail all personal· property wheresover situated owned by t.he decedent at the time of death; all moneys left by the decedent at the time of death, whether 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 thereof, 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 rilortga~es held by decedent and of all ,claims d':le and owing ·decedent· c1t the time of death, and all promissory notes or other instruments in writing for the payment o·f money . . . . of which decedent died possessed, of whatsoever nature, with interest t~ereon~ .. 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 i tern; all mo'neys 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 d~ath, 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. I-· 'It,~ • • . • J 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 _schedu~e a],so sefs .. forth. the inter~st_ of deceden_t at the ti~e of death in any co-partnership-or business, ·and in support of'the {ralue of such interest there is annexed to said schedule, financial s'tatements showing the asse'ts and liabilities of said co-par-tnership or business. A copy of the co-partnership agreement, (if oral, a statement setting forth t,he nature of the agreement) . together. with a statement setting forth the character .of the business; its location,. and such other facts pertaining to the l;>usiness as may be pertinent t() 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 tftke 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 o.ther facts of a p~rtinent nature regarding said. transfers. In the case of transfers intended to take effect in possession or enjoyment at or af.ter death, there is a:lso attached :to the schedule a COllY of the deed, trust agreement or other instrument creating the trust. Ther•~ is also set forth in said schedule a list of all property, r~al and personal,_ with lts value, which par,,ses· at decedentis death by virtue of the exercise by decedent, either individually, or jointly with another, or any power of appoint- ment ves_ted in d!=!cedent; eiti)er individually qr joint;ly, 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 Wlll. It also conta-ins. a sta'teme~t showing which of· the bene-fiCiaries named in the decedent's will, if any, died prior . . to decedent, ·the dates of their death, their issue, and the relationship· of such issue to the beneficiary. That Schedule E attached hereto __ and made a part hereof se~s forth all property, real and per- sonal, owned' by .the decedent jointly -with another or others, including -i,n.tangible,'_·. s.\a~dlng._1n the ·name of the--decedent ·and others, plus .the date and place .o.f record .of iristrliments 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 Scf>edu~e F -attached hereto and made a part hereo.f sets for_th fully_ and in detail all debts and deductions.:claimed for and on behalf qf .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 tmpairl at time of death; taxes accrued chargeable for period prior to decedent's neath (except those allowed under Section 651 of the Inheritance and Estate Tax Act); t~gether with a statement of collateral pledged for obliga- tt'ons, lf. 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 ani~unt claiming and allowed, that the same will be· reported to the Register of Wills, and that the ilmoun t of tax asse-ssed can be reassessed in ac co rdarice therewith. That the totals of the appropriate columns in Schedules "A", "B", "C", "E", and "F" as directed therein, have been carri~d forwar~' and properi'y registered in the Summary; Subscribed and sworn to before me -this .......... day of ..... : .......... J.)l.l.Y. ........................... ,19 ..... 72 .. . --~------~~-----~-. (Executor-Administrator) ...... .l..l. . .6.8 ..... W.as.hingt.o.n .... Pike .......................... -.... ····---- . (Street N'!Lmber) Bri~gev111e, Pa. 15017 ....................................................................................................................................... (City or Town and State) NOTE: all blank spaces in the affidavit and schedules annexed are filled in with details or the word ;,None"; and in case the assets inc'lude rare and unlisted securities, securiiies of ciose or ~amily corporations or an in~erest in any bo-parthership or business, that the data and' ·statements requirerl under the paragraph above relating· to Schedule "B" are attached. Also make cert'a:i.n. that column #1 in the ·"Sununary" has been 'properly completed as above-directed. ·· •• • 1 RCC-34 (1-64) COMMONWEALTH OF PENNSYLVANIA iilEPARtMENT OF REVENUE 'BUREAU OF COUNTY COLLECTIONS TRANSFER INHERITANCE TAX RESIDENT DECEDENT I ' 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. (1) The real property located In the Commonwealth of Pennsylvania should be described by lot and block number, street and street number, together with a general description of the property, with a reference to the record of the conveyance by which the decedent took title; if a farm state number of a- cres; olso statement of mortgage encumbrances upon each parcel at death of decedent. Taxes, assessments, accrued Interest on mortgages, etc.,are to be listed on Schedule "F" and must not be deducted from this schedule. ASSESSED VALUE ALL that certain lot of ground situat·e· -ih Cro~ s Creek Township, Washington,Gounty, Pennsylvania known and designated as Lot No. 4 and extension thereto in the plan of lots laid out by W. J. Brown and called "W. J. B~own's Plan of Lots No 1", which plan is of record iri.the Re6order~ Office of Washington County, Pennsylvania, in· Plan Book 3, page 133. FOR YEAR OF DECEDENT'S DEATH LOT NO. 4 in said plan is 50 feet in width and ~nd 100 feet in depth and i~ bounded on the East by Lot No. 3 and on the West by Lot No. 5. The land referred to by "and extension .thereto" is more fully bounded and described as follows: Beginning at the southwest corner of said Lot No. 4; thence South 30° 30' West 30 feet to a point; thence by land now or formerly of W. J. row9,South 66° East 50 feet to a point; thence th 34° East 30 feet to the sotheast corner said Lot NO. 4; thence by ~he southern bound ry line said Lot No. 4, North 56° West 50 feet to thE ce of beginning. Sis the same real estate which was conveyed Dominick Bontempo by Jiulio Strussione, ux. by deed dated Sept. 13, 1954, recorded n the Recorder's Office of Washington County n Deed Book g::n, ·page 19 3. THERE is erected on the above=described lot f ground a two story stucco dwelling house • . r!R:-~ L./.~ ~ /VU-~ L£ ~k?~~~~~ ~~ (2) ESTIMATED MARKET VALUE 4,070.00 Insert this total opposite "real property", Schedule "A" in the "As Reported" column on the last page of this return. xxxx~_ 4,o7o.oo W~/)?d" (3) DEPARTMENT VALUATION CAUTION (Do not write In this space) . ' RCC-35 •COMMONWEALTH OF PENNSYLVANIA TRANSFER INHERITANCE TAX i 2 3 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, treasul'y certificates, cash on hand and in bank, stocks, mortgages, notes, together with accrued interest or rlivJdends, salaries or wages, insurance pay- able to the estate or firluciary 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 List and describe fully UNIT VALUE ESTIMATED MARKEr VALUE Cash in possession of John Brunner, Esq. ~J;?~r 2,660.00 Simplified Savings Account in Mellon Bank and T!'us.t Company 1968 Pontiac Coupe au~mmobile . C-t-tk.A4~ Nati~mal () .JJJ::P ~)J;.J. 700.00 DEPARTMENT VALUATION (Do not write in this space) Insert this total opposite "Personal Property", Schedule "B" in the "As Reported" column on the last page of this return •. X X 7,925.36 .. RCC-36 . i CmP.I!ON'I'EALTH OF PENNSYLVANIA TRANSFER INHERITANCE TAX RESIDENT DECEDENT ~·I SCHEDULE "C" T R..A_N s FEllS (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 there.for? (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) --l:t)~f~0'---- (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'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 cons-ideration therefor which was to take effect in possession or enjoyment at or after his death? (Answer yes or no) ___ N __ o ____ __ (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~~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 eryjoyment of or the right to income from tht• property-transferred? (Answer yes or no) No . (b) The right to designate the persons who shall possess or enjoy the property transferred or income therefrom? (Answer yes or no) _________ _ (6) If the answer to (5) (b) above is in the affirmative, state whether the right W!LS 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)------ (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, or which 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) _____ __ 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 ~on-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 t~e "As Reported" column on the last page of this return. MARKET VALUE (Estimated) NONE DEPT. VALUATION (Dept. Only) •. . . • RCC-38 C(\MMONWEt\LTH OF PENNSYLVANIA THANSFER INHERITANCE TAX RF.S.IDENT DECEDENT .. SCHEDULE "E" JOINTLY OWNED PROPERTY HiSTRl;CTIO!'iS: 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 tmder 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! Address and Relationship of Co-Owners, and Place I of Record of Instrument, where Real Estate. 1 Unit Value percentage Share Estate Valuation Insert this total opposite "Jointly Owned Property", Schedule -"E" in the "As Reported" column on the last page of this return. DEPARTMENT VALUATION CAUTION-Do not Write In This Space. Value of Entire Property NONE Value of Decedent's Interest 0 ( h . ' RCC-'37 (12-63) C'OMMON~\'EAL TH OF PENNSYYLANIA TRANSFER INHERITANCE TAX RESIDENT DECEDENT BENEFICIARIES AND ADDRESSES .. . State full names and addresses of all who I ave an interest, vested, contingent or other wise, in estate) Pauletta Bontempo Box 307 ' Ave11~, P~. 1531~ ---- ' I I ' .. SCHEDULE ''D" BENEFICIARIES RELATIONSHIP SURVIVED (If step-children or DATE INTEREST OF illegitimate children DECEDENT OF BENEFICIARY STATE YES are involved, set IN ESTATE forth this fact.) OR NO BIRTH Daughter Yes Residue .. .. . . Deponent fUrther says that all the above-named beneficiaries are living at this time except below: NAME DATE OF DEATH RESIDENCE I ' :~ .. : . -~~ --...... ... Will Administration ~ No. ... Year .................. . P.< THE ~lATTER OF THE APPRAISEMENt OF THE ESTATE OF DOMINICK BONTEMPO J······· Deceased ., ~\ t CROSS CREEK TOWNSHIP ,:, ' La e of ............................................ . Coun~ ~ WASHINGTON . . . . . . . . . . . . . . . . . . . . . .. ·fl.-. Commonwealth of Pennsylvania ~ .;,~ -<: :::0 -....t -•. > m ::o '"'-.1 -· ... (f) d6 c: R~~~AND ~P~1SAL ...._ -i i-n v-r--•: C) fTl r--.f .. ,,,, ; I i -~ ;;o ;-en 0 =c: 0 -;t-,-0 ):.:;. 9 :IE ;:!;} .. r-::: -o r---".-]>cnO ~ ::::!::. t.O ,....., en ~..:..:~ .. ' . <, ,. D 'f } !· r:. ,•:;;~: ·(Executor-Administr:i"tor must complete "As· .... Reported" column #1.) · ·· 0 ....,.'1::1 ~ .., .., (1) (1) 0 II> .., e. "' "' :::1 0 "' "' ...., :::1 '1::1 ...., (1)' e. .., .., 0 II> "' X '1::1'0 II> .., (1) c::r 0 .., ro-'0 ~ tTl (1) .., .... "' '< .... II> .... (1) en c::: ;s:: 3:: > ~ --><: w r:n· en () () ?" ?" ?" cl ~ ~ --- ~ ~·~ ~ ~ ~ ._. j-:.1 ~ '-1::-> .. '" .. "' \.0 '-DC~ \.0 N"-.;1 ct>-V1 VlO'O""" • . . 0-- :-~ "'1 ·&.> w 0 ct 0'1 :0\ 0 c. ~~~~.f:P.~ :-·~.~. v: ,, > "' t:J C't~ 8"1'-J ..,_ ~ :::l r. c. II j· II ~~ II •. (·r. \ •. ,.. • ... • '• STATEMENT OF DEBTS 'AND DEDUCTIONS OEOUCTIOtl$ AU.{;;,>;~g 1N -1 THE SUM OF . . . . . . . . . . . . $ .... lj.)_'"'J,Q~ ........ ~ . OFFICE OF THE OF'--------COUNTY AND AGENT OF THK COMMONWEALTH DOMINICK BONTEMP . 11/10/71 July 22, 1971 DATE OF· FILING APPRAISEMENT-------~-----DATi OF DEATH - - DATI! -9/15 I 1 10/1 '1 10/4 I 1 10/4/ 71 . 10/26 1' - \ 10/29 71 i 11/9/ j 1 : ll/9/7J : 11/10 • 1 ! NO. 01" VOUCHC'IIt NAME OF PAYEE Fussell Marino, Register Guy Rogers Cbserver-Reporter \ ashington County Reports E arbara Craig Fussell Marino, Register RflMARKS ,... .......... ,..p ..... , l and sbor+--c~rtificate R~gister's expenses A~vertising letters A~vertising letters S~ort certlr:lcate .. · · rccreight, Marriner & McCreig~t-on account-fees i l arbara Craig N'otary fees 1 ussell Mario~ REgister n , .. .._.. . ........ --A -... ,, .... -~-·~ -· ~ -·--oh letters AMOUNT 13 co 15 co ll.f 010 14 GO ~ uu ~ lJU 200 (0 ~ liU 10 t 0 '2/9 • 1 · 1 nderson ·& Pollock I~surance premium 9 C 0 : 4/ltl 2 J ary Vendlttl, TaX CO~J:eC~Or ,KOaa, J.l.gm; IX nyaram; "C::i.A ...--c.L fO . 4/10 ·~2 r lalco1m L. Mor12:an. Co. Treas .1972 County tax ze a6- 6/28/ • 2 , elma aontempo -en account-family exemption 300 c 0 7/"1.4t '''---?___jf--~-4-'· n).WJhnL-..J:1.... R. _n.t:1J-.Clll ..•. lW ... a.JLn4--....tF.~:~R~I·n~ ___ _jA~t~;· t~or~n·e~y]!S_-Xf~eeL---------+-=10=-0~("""'0"---- 7/24 2 1cCreight, Marriner & McCrei~ht-Bal. attorneys fees 300 CO 1~~~··~~-~~~~~''"~·~-r---i~~--~,~-n~.cM~an~-·~A.,..~-----------~~~v~-·~~··nu•,~,,-t-~n~··~~•a_a~~~~,nmmum•4~~ua~4un~·'"~------~--~hao_r.n I '"-'I I . _. •••u• · .. ~ eu,_,_ 7/24/7 ~Sarbara -:Craig Notary fees 3 ( 0 7.24~~~~---~mVrTmm~~~-~ft~A~~--~~~-~~T~-~~~~·----~ ~! dn ,·1'/247 ·~ J ~~~~ei1~M~;1~~. nR;~1;t~7 _ iiiin~-:Ac~on~t ------+~--1~7r""'c~o,J-.- ll7L4t .L 1.1oya L. rl.vvman .tt"unercn. ·-·rl.lnc:: ;1: ;j;;uses 1,6 17::; 11/5 1 ones Monument Co. lVarker '-192 lO : 117977 ~:>pataro' s Market ~ ercn:na"n~a.,..l .. s-ge------------+--....,. .J..-e---,-tt,-~<o""-- 1 -----;----;-----r-----------------------~--~------------------------·--~~~~~~~-- 63' 3'(2. c llj . 1/< tJ..{) Cl!) ll s1'J - / ,;.., p..() !._ I ~ . . +- COMMONWEALTH OF PENNSYLVANIA couNTY oF wasumMGTBM I, Frank DiNardo ----HEREBY CERTIFY. THAT. TO THE BEfiT OF · MY kNOWLEDGE AND BF.L.IEF, THI! FOREGOING 16 DA JU§T .\NDkTRU,E SI._ATEMEI'I:T OF. OI!BTS, fUNERAL EXPENSES AND EXPENSDJ 01" ADMINISTRATION SUBMI":'TED TO THE ESTATE OF OmJ.nl.C JjQn11emp0 . DECitA8ED, AS I:IECUCTION!i I'OR INHERITA~CE 'TAX. f'l:RPOS£9. . L ~ / . . 24th ~ l7? ~~~ CL. 5.) . l!l?u AND SUBSCRIBED !lEFOR ME THI'72-DAY Of' ~eC\iru~=- '<:::::::'"77'~'-::-----:;;r---·--Hrz_.-te __ ··.-. ""'-·- -. -- L RCC-81 (6-71) I • -I COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS HARRISBURG 17127 NOTICE OF FILING OF APPRAISEMENT FRANK DiNAR.I)O "(Executor or Administrator) IN YOUR REPLY PLEASE REFER TO Inheritance Tax Division In Re: Estate of DOHINICK BONTEMPO WASHINGTON County -File No. _6_3_-_?l_-_9_92 _____ _ Dear SIR: You ore hereby notified that the-,i'll"\''iORI7T'IInG70INrv-AL:-::-:-==-=~------'----- opproisement in the estate of DOMINICK BONTEl~ has been filed in the office of the Register of W·ills of. WASHiliJGTON County on AUGUST 101 , 19'ZL, Said appraisement reflects the following valuations: Real Estate _____ ----.:4:I.,z...:CY7::..!...:0:...!.!...:00:.::-~---- P ers on a I Property ___ ___._7~,.L..92:::::,5£,C·.,.,.3~6=------- T ronsfers _______________ _ Jointly Owned ----____,.-.......--=.,--....-r----- T oto I _______ 11~,.:_99::....::5--=-·-=-3_6 ___ _ As to such tax that is paid within three months from dote 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 dote of death, interest at the rote of six (6%) per~ent per annum is charged. Any party in interest who is aggrieved by on appraisement may appeal therefrom as provided by low. J D 0 te _ ____:AU-'-· G::_US::...._::T--=.10~,"--=1=97-'-'2=----- . ' Signed~J~ Title~~~.' DATE OF DEATH: JULY 22, 19'71 Note: This is not a bi II. ,.flc~-39 (!1-66) COMMONWEALTH OF PENNSYLVANIA TRANSFER INHERI.TANCE T~X RESIDENT DECEDENT --. SUMMI\RY .. Estate of __ B_BNT_EMP __ o_,_· D_O_M_IN_· _I_C_K __ __,_-------DATE OF DEATH 7-22!-71 FILE NO. 63-71-992 (Last Name) (First Name) (Initial) aEPORTOF INHERITANCE TAX APPRAISER I, the undersigned duly appointed Inheritance 'fax A,ppra,iser in and for the County of __ W._:AS--'-H_Th_I_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 Sch.edules "A", "B", "C", and "E". Dated: AUGUST 10, 1972 REPORT OF THE REGISTER OF WILLS I, the undersigned duly elected Register of Wills in !lnd for WASHINGTO~ County, Pennsylvania, do respect- fully report that I have allowed deductions in the amounts claimed by depoqent, except as to those items where a greater or lesser amount is set forth in the last.col~mn to the right'in Schedule "F", which greater or less~r amount represents the sum allowed as a deduction. · Dated: ------..,....--........ -...-......... --,.. REGISTER OF WILLS INVENTORY VALUE AS REPORTED VALUE AS APPRAISED VALUE AS REAPPRAISED Real Property (Schedule A) Personal Property (Schedule B) Transfers (Schedule C) $ L. JJ701 .00 7. Q?t:;. 1h $ $-------+--1....070. 00 ·1h Joint-Held Property (Schedule E) TOTAL GROSS ASSETS Less Debts and Deductions (SCHEDULE Fl CLEAR VALUE OF ESTATE Valuation of life estates or annuities .... · ..••.•...•.•... EST ATE TAX ASSESSMENTS li.995 none 11,995 $ $ 7 Q2t:; 36 11,995. 36 none 36 ' u, 995. 36 I I FOR USE OF REGISTER ONLY COMPUTATION OF TAX Tax on·$ c! Tax on$ ~ Tax on$ 0 Tax on$ 10% Tax on$ 15% Exemptions • Total Estate TOTAL TAX 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 --.---...... $ .$ $ $ $ $ I AMOUNT OF ESTATE TAX ASSESSED $-----+-- Estate tax paid $ _____ :......,~__,....,...- BALANCE DUE (•) $ ___ ___,_---!--- $------.1.-__,..- $~----~--Add interest at rate of 6% from ------110----- 'fOTAL TAX BALANCE !==========:.!=== PAID $-~---~--- FOR USE OF REGISTER ONLY ADJUSTMENTS. I As evidenced by Charitable Exemption Certificates issued by the Secretary of Revenue. NOTE: Where subsequent adjustments are made to the above computation of' t!lx by the Register of Wills, for proper reason, same should be noted bel!)W, with short explanation. _ ...... Will Administration ( No .................... Year ........... . IN THE MATTER OF THE APPRAISEMENT OF THE ESTATE OF DOMINICK BENTEMPO Deceased Late of .. AVELLA CountY -of WASHINGTON ....................... :. ··.:;············· Commonwealth of Pennsyl~ania REPORT AND APPRAISAL .~ . I' ,. ..' ~ 'l ,: ·"· Fvnn RCC-2 .. .... COMMONWEALTH OF PENNSYLVANIA RESIDENT INHERITANCE TAX APPRAISEMENT AT AUGUST 10 1972 D E ................................................. .7. ................................................. . DEPARTM~!T OF REVENUE BIJREAU OF COUNTY COLLECTIONS , . NT WASHINGTON cou y ............................................................................................. .. "' HARRISBURG, PENNA. 77 1 2 7 63-71-992 FILE NO ............................................................................................. .. DOMINICK BENTEMPO AVELLA Whereas, ...................................................................................................................................................... late of .............................................................................................................. . in the County of ............................. ~~.~~~~~~ ......................................................................... Commonwealth of Pennsylvania, having died on the ......................................... ?.~~ ......................................... day of ......... ~~!. ........................................................ 19 .... ..?.~ seized and possessed of an estate under the laws of the Commonwealth of Pennsylvania; Therefore, I, ......................................................... ~~ ................ , 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. Appraisement Unit Description of Asset Values Made for Inheritance Tax Purpoaes REAL ESTATE $ SEE SCHEDULE "A" OF APPRAISEMENT 4,070 .. DO PERSONAL SEE SBHEDULE "B" OF APPRAISEMENT 7,925. ~6 TOTAL 11,995 • 36 .. ; ' ' .. ,, •, ·I .. . .. ' ·• .. ,. - .. I - ,--l I ,... 1:"\- \ ..,. t i ~-· I l -~ 1 ' :. l ~~---Jo,~=-o ,...,.. !I' 91~ Nn\\ 1·C I ( t\IJti i .l n•' h r\\ ' ,s R U t, S t \..\.. ~ \ ~. G \ H 0 Rf.G\S1U'-Of ')i\LLS Wt ... S\-\\H'>T8:·~ CO .. PA. . . • ; ' WASHING!' ON County RESIDENT INHERITANCE TAX APPRAISEMENT Estate of DmUNICK BENTEMPO Deceased. Late of AVELLA. ················· .............. , .. ·················································································· . ~:;a;;e,~:~:~~~~;:;;~;-~-;?.~--"}·~-------··--····----··--····: , ........................................... . Page, ~/.(-:: . ./ .................. No. _, __ §.?..~?J:-~9..9.? .......... . . Filed in Register's Office, -----~-~1:1.~~----:~:9._n9.7.~ ... A1nount of tax due $ · · . , .................................................................... . DEPARTMENT OF REVENUE Receiv~d, Exa.mined and Approv~d, .Wrot-e abo.ut ·Appra-isement, Appeal f1'om Appraisement, Entered mid charged, ... -· ~ ( . , ~. f l _,. . J ') '- , . .... ..... . f-i - . .. · . ... --- ~ ~~' /:;· I "\. IN THE ORPHANS' COURT OF WASHINGTON COUNTY, PENNA. Bontempo, Dominick Deceased )Date of death 7-JJ -~0 ( No. 1971-992 , Term, 19 , A.A. ) Dockot 3 't . :2 I I . ~==- In the matter of :bhe Auqit of Account filed in the Estate of TO THE AUDITING JUDGE: Enter my •appearance for the Commonwealth of Pennsylwmia, claiming transfer inheritance tax in the above estate, as follows: ~:·appraised Vialue of Estate: Realty ...................................................................................................... $ __ __JL(~()_1--=(}r~_fJ-O ___ .....,....· ______ _ Personalty ......................................................................................................... $ __ 7..__'1_-z,. __ ~_'l_,_, ____ _ tl ~, ~,, ),, GROSS VALUE-------·····--····-····-···-····-···-····----·-································$ ____ . ___________ _ CR. Debts and Expenses per Account; see Note Addttioml Debts and Expenses per Audit I ) $ _ _j_ ~""' &~c, ' $ ______ _ $ _____ _ $ ______ _ $ ______ _ $ _______ _ $ ------------ $ ______________ _ TOTAL DEDUCTIONS, $ ______________ _ NOTE: The following credits claimed in the Account are held not deductible as against the tax: CALCULATION Gross V.31lue .......................... ______________ _ Less Deductions ................... _____ -,--·------- Clear Value ....................... ___:1_ '-f ~I' '10' { 0 ,..., J 1.--( -'-\ "1 '1 y{, r'? 0 ~ . I*' 3 t $ ______ _ ~ Tax----- able at l 15% '¥ $ _____ _ TAX PAID ON ACCOUNT Total Tax.................... ........................................ .............................................. $ _ Cf <{-~ "'-,-b 0 ~ $ _____ _ $ _____ _ Less amount previously paid............................................................... .. .. $ --·---__ _ J $ ______ _ Balance ..................................................................................................................... $ _ '-f \f \ '"", {p Q 1 S-------·-Interest __ L_yrs.__l_mos._)_days @_S___% .............. $ __ ~ 2 r .. ll $_______ TOTAL TAX AND INTEREST DUE ............................. __ ...................... $ Lt 1 <f • 11 Dfa . ;rA1 lvl' "7 7./ ~ ) "" ····~~-~-r.. ~ I JJ l .. 1 r-~ 0 ~-j .. vr,f1'f·7· ~ -L . . ~ ~~-~ (1/l@/ v -· I \ ·' > :~ \ No. ___ , Term, 19 __ , A.A ESTATE OF Deceased "' .. PRAECIPE FOR APPEARANCE FOR COMMONWEALTH OF PENNSYLVANIA ~5 ~, , I""', : ..... • .... ,, ...... . -"' ~.,..,._ . 6t~tr of tJrmt~i!Jluunia, t Wi: , Olmmtu of lthwl!ittgtun ~ _ . P 1 b f '-d. ·. d h : · Notary Public ; d f "d ersonal y c ore me, toe un er~1gne aut onty, a .............................................. ·-·······························-··10 an or sa1 ··County and· State, appeared ................. ~T.?.-.~.~ ... :!?..~.~~?.:t.92 .......... : ............. _ ..... :.:-···: ....... : ............. : ......... ~.who, being duly sworn according; to _law, deposes and says that · he is ~he executor or administrator of the estate of ~---·?.-~~~.~-~.:.~ ... ~.?.~.~.~.~P?. ........................ -······-····~······~---····deceased, that the. foreg~ing schedules constitute . a . complete inventory and appraisement of the real and personal e~tate of.P9..~.~nJ.g.K ... ~.9.P.t~0.!?..9 ... _ ........ _., deceased, except real estate outside the Commom~ealth of Pennsylvania; that the figures opposite each item of real and personal estate in th~ 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 ;t just appraisement of-each item made by the above named Executor Administrator.. · · · · · .· day o~=-5.2.:.~~:<:.:z;~~~t;';/. •h:··-9.--~ .!· ____ ::;;;::.~-.L~=d.=-::- . · "'c;J'_,. -ft .-<. /' r~ .._ ·. ;/{. , _.,·.~ . . . , _. Executor-Admimstrator . ( \ f\) BAReARA·immc···mrrA"RY''P'OiJt),. ... ..-.r....-t. .. --·~:.l • ..i.~-'14·····-···-············-·· . · -.. ~..v . " . f/ . . , · WASHINGTDr~. WI\SHINGTON couNTY . ADDITIONAL INSTRUCTIONS . . · .. · . · · · ·. · . · : . : · · MY COMMIS~IqN EXPIRE'\ 'LINE 25 IW4 . . . . . . . .. . . . • . . . Memb~,·PonrlJYjVtM1~-~S8tMo~l)Hfo~artFsfiled withbin tf~lrede ~ohn.thshi~fterdappoifndtr:nent of pefrsodnd~l. rep 1 resentatiVe. · . .. · . · 2. .n. suppie'mentaT mverirory must e 1 e wit m t rty ays o 1scovery o · a . 1t10na assets. . · · . S. 1 Original and 2 Copies and 2 RCIU-34, Under $10,000; l Original and 2 Copies arid 2 RCRI-33, Over $10,000, including Copy of \Vill; 1 Original and 3 Copies and 2 RCRI-33, Over $~0,000, in-. · eluding Copy of vVill and copy of Federal Estate Tax 'Return. . · · . REFERENCE FOR ADDITIONAL COPY Act of 1947. P. L. 513 SeG. 5.2, 72 P. S. 4844.2. t. lJttU!'tttnry Ott~ .i\pprai.srm!'ltt of the goods dnd chatt~ls, rights and cr~dits {:;hich. · Dominick B'ontempo · . ·: · .·· Cross C~e~k· Tml/nship · were of.-···········-"--···············-···-·-···············-················--:-····-··--··late of ·-··-···············-··············"'··-··-···:············-,···-·:····-····.·····-··-'-·- Washington Couney, Pa., t~ken and made in confo;mity-with the above affidavit. ' . DOLLARS PERSONALTY: II Cash·iri ~ossession of John B~unn~r, Es~uire. 1. 2,660 Simplified Savings Account in·Mellori National Bank and· Trust Company . 4,565 196a·Pontiac Coupe automobile REALTY: All that certain lot of ground sit~ate in Cross Creek ·· Township, Washington County~ Pennsylvania, known and designated as t6t No. 4_and extension thereto iri. the plah of lots .la'id out by H. J. Brown and ca-lled "H. J. Brown's · . ·Plan of Lots No. 1", \'lhich plan i·s of record in the Recorder's Office of Washington County, Pennsylvania, in Plan Book 3, page 133. . LOT NO. 4 in said plan is 50 feet in width and 100 feet in depth and is bounded on the East by Lot No. 3 and on the West by Lot No. 5. The land referred to by ":u'!.d extension thereto" is more fully bounded and described as ·follo:ws: . · Beginning at the southwest corner of said Lot No. 4; ~hen6e South 30° 30' West 30 feet to~ point; thence bY lard now I of formerly of W. J. Brown, South 66° East 50 feet to a point~ thence North 34° East 30 feet to the southeast corne · of said Lot No. 4; thente by the southern boundary line 6f said.Lot Np. 4, North 56° West 50 feet to the pl~ce of beginning. . , . ' THIS is the ~arne real estate which was conveyed to Dominick 700 Bontempo by Jiulio Strussione, et ux. by deed dated Sept. .. .... 13, 1954, recorded in the Recorder's Office· of Washingt6n County in Deed Book 907, at page 193. THERE. is erected on the above-described lot of ground a two .CENTS -·-- 00 36 00 story stucco dwelling house. 4,070 00 TOTAL INVENTORY • • · · • • · • • • .••.. 11,995 36 I II ·I - i ~ if) 4. -0 _.l .p... -:z.. _.l ;r ----0 c.c:. ~ .cr. "7 0 -::;:. ... ~ \..1--:z. P- ..,... 0 "' 0 0 ..-l cc. r- if1 ... ..! u.J c? t.!J u.J ..--z: c.J) if) -- :.?":' c.f> -';3:: __.\ 0 ::::> e> c.f> -;;s:.. "" uJ 4. c:: ~ --:-c-1 r- U-.,. PRESENT RECEIPT WHEN LIFTING INSTRUMENT _ Washington, Pa~, ..... "//: .. !:::..7.: .... 7.. ... '?.::::. .... 19 ........... . N2 13 8 2 9 _() RECORDER'S OFFICE RECEIVEJ>OF .... -....... ~ ..... 22:2 .. ~ ..... :·:-~;;:i~~~~-:2~-:;,:·:::::-f.::~~:~: be «cMd<d Fees ............... $ ..... ~ ... f?...q ~~ (1 ~ Stt T $ .50 .... ~~ .................................... .. a e ax .......... ··--·--------------- 1.00 Certificate and Seal $--------------------TO Registration Fee .... $ .. _________________ _ Satisfaction ........ $-------·--·----·---- Total ............... $ ... 7..:::..5]) Recorder of Deeds State Realty Tax ... $ .................. .. 1 3 0 0 1 5 0 0 1 4 .0 0 1 4 0 0 2 0 0 1 0 0 2 0 0 0 0 1 0 0 1 0 5 0 9 0 0 3 0 0 0 0 1 0 0 0 0 3 0 0 0 0 4 8 0 0 0 3 0 0 2 5 0 0 1 7 0 0 1 6 1 7 7 0 1 9 2 4 0 1 5 5 6 1 2 0 0 0 0 1 1 5 0 2 6 0 0 1 0 0 4 5 6 8 6 6 , .. -~ ... _.. ................ ..._ .......... £. ..... ..._ ..................................................... ..-. ............................. "' •• : ....._ .............. , .. ;,...._ .. .... ,.... .1 -~ ... i 1. .... t-1arch 10, 1972 Mrs. Frances Leo Chief Inheritance Tax Appraiser Room 244, Washington Trust Building s. E. Cor. East Beau & Main street Washington, Pennsylvania 15301 ~ - Re: Estate of Dominick Bontempo -File No. 63-71-992 · County of Washington ID-J? · ,z;l-r · Enclosed is a copy of a Protest filed in the sub- ject decedent • a estate. On March 10, 1972, Joseph F. Shama-Y, Assistant Director for Taxation of this Bureau, advised John B. McCreight, Attorney for the estate, that the Protest has been SUstained. AcCordingly, you are authorized to amend the record of this estate to conform therewith. RLS/cag Enclosure Very truly yours, Robert L. Schrift, Chief Inheritance Tax Division FOR: Peter J. McHale, Director Bureau of County Collections ~~ Russell Marino, Reqister of Wills March 10. 1972 John ·a. McCreight, Esquire , McCREIGHT, MARRINER & M¢C.REIGHT . 520 washington Trust' Building Washington, Pennayl~nia 15301 i Re: Eat-ate of D~inick Bontempo rue No. 63 ... 71·992 County of Wa•htngton l l The Inherltance Tax Protest Board ofithe. Pennsylvania Department of Reve~e met on the 6th dty of March t 1972, and considered the Protest filed in the above decedent's estate. The decision of the Board follovst · , · · · i : The protest filed November 4, 1971 1~ Suat.tned. Savings Aeeount 120616 is not taxable in th1a decedentfa estate. JFS/dea -~~ · --"'' · --·Joseph F • . ShWy t Assistant Director for Taxation For: Peter J. Mcllale, Director Bureau of County Collections cc: Mrs. Frances Leo, Chief Appraiser cc: Russell Marino, Register of Wills ' ·~ t: t I \ . I t' 4. . 00 T .00 T 4, I) 7 •J .~ J z~ S S 0 .C 0 4J 5 6 5 .3 6 7 0 C .C 0 .00 i ' 1 ~~ 3 ') 5 3 () . .I ~ • • \ .. .. ', ~ ..