HomeMy WebLinkAboutOC1971-1026 - ESTATE OF FALCONI'st. of cementck f!lleoni washington tou~~.y
Docket Noo I-12,_826
IN RE: Pfd 1l i p Yal r.»-n·t , i~Keeuto-r
PETITION FOR REFUND of Transfer Inheritance Tax.
AND NOW TO WIT A. D. 19 , I certify
that the following is the action of the Board of Finaoce and Revenue
of the Commonwealth of Pennsylvania in this matter:
"And now to wit Ao D. 19 89,
Refund is hereby granted in the amount of $ :;,,66$.87,"
BY ORDER OF THE BOARD OF FINANCE AND REVENUE
State Treasurer, chairman
Attorney General
~---~.
Secretary of the Commonwealth
Auditor General
/ Secreta.r.,y of Revenue X /.....,... / -~ · Y/ ~C/~c· :?:'7~~ • . <:./' • 1
ATTEST.: o o o ~ o ·o o o • o o o • o ••.• o o o o o o o o o o o ~~b o o o o o o o o o o o o o o o_ o o o o o o ••• o o o o o o o
... · Secretary,. Board of ~lance and Revenue · .
,' Mai 1 ed to: Miehael £. Kusturt$St Atty·. at lew on
12 N. Jaffer;f).n·Ave.
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ESTATE OF l::>ci'V\FtJ 1LK,. __ £ALQ oJJ I STATE FILE# Ia ¢ 9 1../ '-/4 0 '13
COUNTY OF uJ A-SH I tJG -rtaJ DOCKET # I ~g ;t(p
-DATE OF APPRAISEMENT OtD I /0 ItA 9 --~~,~~~~,~------
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.,-41 •
REAL PROPERTY
PERSONAL PROPERTY
TRANSFERS
JOINTLY OWNED PROPERTY
GROSS ASSETS
.., · · · ". . . · · .. · ·"LESS DEBTS AND DEDUCTIONS .
. CLEAR VALUE
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TAX @_d._%
LESS 5% DISCOUNT ON $_-'-,.S-/?30 .lo_k_
PLUS 6% INTEREST
FROM:_ TO: _ --·--·-----·-------"
NET TAX DUE
LESS RECEIPT If-----·--
DATED: -·---··---_______ ... _
REFUND DUE
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CALCULATED BY: Q-ljE'(,~~ DATE: s:J )g Is(> rl
REFUND CLAIMED: $ .:3 1EtoS. ~] REFUND DETERMINED: $ ·.,3, 8~$. g]
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TRANSFER INHERITANCE TAX • •
~:' RESIDENT DECEDENT
SCHEDULE "D"
BENEFICIARIES
~ .. j
•••
··======================~==========~====~======~================ RELATIONSHIP 1 BENEFICIARIES AND ADDRESSES . (If step-children or
!(State full names and addresses of all who illegitimate children
have an interest, vested, contingent or other are involved, set
wise, ill_ estate) forth this fact.)
.
·Jennie Falconi Wife
·. Phillio Fa Ieoni . Son
Yolanda Passe lacqua Dau~hter
Fernanda Tonti Daughter
Mary Dalbo Daughter
SURVIVED
DECEDENT
STATE YES
OR NO
Yes '·
·Yes
Ye·s
Yes
y,
DATE
OF
BIRTH
INTEREST OF
BENEFICIARY
IN ESTATE
~--------------~-------------+-------------r==------~--------,_ __________________ ___
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--------------~----~----------1---------------r-~------+-----------~--------------------~~ ' --p
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Deponent further says that all the above-named benefio;larles are _li:Ving at this ~ime except below:
NAME DATE 0~ n_yTC RESIDENCE
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Will
Administration ·( No.
P.\1 THE
Year
~lATTER OF THE APPRAISEMENT
OF THE
ESTATE OF
............... D.OMENICK.FALCONJ ...
Deceased
Late of . . ... R, O ... _#I_., __ Cqnqns.bl..!r.g ....
County of ........ ~.Wosh.ingt.on .... .
Commonwealth' of Pennsylvania
REPORT AND APPRAISAL
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\!(·~·.· .•.. . ::· .... : :.·, .· .·-~-tf-.. At, · · · -· • • · June· iO: · ·1969 I
· .· · ·, • : DEPARTMENT or REvENuE .-.
. BUREAU OF COUNTY COLLECTION~ ·
HARRISBURG. PENNA. 1 7 1 2 7
.., .. MONWEALTH OF PENNSYLVAN DAT£., ................................ : ............ , ........... :1 .............................. ..1. .... .
. f. RESIDENT INHERITANCE TAX. -~ . cpuNTY ............... W.~.~.@..pg.~.9..~ ................................... .
APPRAISEMENT FILE NO. .. ....................... 944.4:::43. ............................................ .
Whereas, ................................. .P.9.mit:lis~.~ .. .f.~.g.Qn;i, ............................................................ late of ...................................... 9..~9..~~~~@; ................................... ..
in the County of ............................................ Washington ......................................................... Commonwealth of Pennsylvania, having died on
the .......................................... 3. .... :r.4 .......................... : ............ day of ............................ A~g~.~~ ............................. 19 ... .§7, seized and possessed of an estate
subject t.o Inheritance Tax under the laws of the Commonwealth of Pennsylvania;
Therefore, I, .................... , ........... W~.R.~ ..... C.ha.n!i!Y, ................................................................ , an appraiser duly appointed according to law,
haYing 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 I nherl lance
Tax Purposes
$
REALTY:
See copy of invent roy attached. 64,.350 00
PERSONALTY:
See copy of inventory attached. 170,527 37
JT. HELD:
See Schedule "E" of RCC JJ appraisement attached. 7,946 71
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Total 242,824 08
form~;'!::fh bl:~ ::~h:.w<>Tll"&~~~~~: ~.~ o~~~b~ts··:=":~":~~
A ratser
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~~.--'J~ ~~c~ and st~eet) . .. ..... ~d . ~ tPo;;t oiii~~i ............................................ , Penna.
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............ WA?.I:!ING.W..~...................... Cout~ty
RESIDENT INHERITANCE TAX APPRAJ!SEMENT
Estate of
............ : ................ P.9MJ..~J;.9.K. .. .¥.~9.QN.~ ................................... , ...... .
Deceased.
Late of
CANONSBURG
Date. of Death, .......... A~gy§.t. ... J., ..... :;1,9.9.7 ....................... ..
"0·
Appraisemel!t Docket Vol., ..................... .37. ...................... .. ;;..:· ......
Page, ......... 4.9:~ .... : .................... No .... ?.4.~-:4.?. .................... . -~ -~ .·..,. .. .. :
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Filed in Register's Office, ........ J.v.n~ .... l.0., ...... .19 .. fJ.!. ..
Amount of tax due, $ .................................................................. ..
t.· ·• .... -·
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~-. DEPARTMENT OF REVENUE
Received,
Examined and Approved, ........................................................... .
Wrote abo.ut Appraisement, .................................................. .
Appeal f1'om Appraisement,
Entered and -charged, ....
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·-.. .-/ COMMONWEALTH OF PENNSY.:_VANIA
DEPA R1MENT OF REVE~UE
BUR!i'AU OF COUNTY COLLE,CTIONS
INHERITANCE TAX DIVISION
OFFICIAL NOTICE OF INHERITANCE TAX
APPRAISEMENT AND ASSESSMENT OF
ASSETS NOT SUBJECT TO ADMINISTRATION
TO: ___ P_H_I~_r_r.:_cl_)~I-"J_"L_C_o_~_I ______ ___
R •. D. # 1
_..__,..._..;:.c.r:NONSBURG, PEt·!NSiLVfi.NIA 15317
Date: ____ fJ_.u....::-e:....u_s_t_l_;_7!,_, _1_9:....6...;7~---
Cou'nty ____ H_il._S_H_I_NG_T_O-=!-=J :-----~=---
{;2 -· n I "'(o 'lr 1
County File No. -2~ _l_ _ c ~
Bureau File No. -.,..:7,;...;._.t=_/-rY,;....c.:_L:_.;/-_~/F_:_.....;:· =<).;...""'_
We· have received notice thot,Yil~YJ:DOC:lliJIX9:f>'JIIW ... 'ct¢'.if.t~:fxxx:crYvY"vv·r,ryyY'YY.:Y'TV'."'rvYy'-"'rv'rv/v""'r~~yyv':.v:;Q!_vu'C
on ;:ngi1St 3 19__62., you came into ownership of certain property through}CX9h!Y&fx.."S:91ro~jjzy..Ydll;s{Jc
'XWA'S:'f1i!m:etty20:Yln~"d.zb::y;:Jttc~;d~&::~vY. transfer: from :cm.:IINICK FALCONI, deceased. ··.
l}.nder the Inheritance and Estate Tax Laws of the Commonwealth of Pennsylvania such transfers are taxable
and th,e liability for the payment of the inheritance tax due is imposed upon you, as transferee.
The property on which tax is hereby assessed consists of: Jt. Checking Acct. fl 71 100669 held in the
UNION N.~.TIOl'~A..L BANK OF PGH., CECIL OFF'ICE, C:SCIL, PEI\ll'JA., in the names of DOHINICK FALCONI
or PHILI.,IP F'j\LCONI. Opened 1958. Balance as of date of death, $12,262.86
:1_2,262.86
appraised by the Commonwealth, as of the date of death, at$---------
50 % of this amount is taxable at the rate of 2 · % 1
DATE OF ASSESSMENT
TAXABLE AMOUNT
LESS: ALLOWED DEBTS . .
NET TAXABLE AMOUNT
AMOUNT OF TAX DUE
0 If you pay the above amount within three (3) months
· of the date of death of the decedent, or on or
before November 3 19 67 you may deduct a
discount of 5% of the amount of tax due; or
0 This tax became delinquent one year after the date
of death of the decedent and, in addition to the
tax, statutory interest at the rate of 6% of the tax
per annum is also due as of*--------
19 in the amount of
*If the tax is not paid by the above date additional
· interest is due at the rate of 6.% per annum until
paid ·
TOTAL AMOUNT DUE $
ORIGINAL ASSESSMEI}tT AMENDED ASSESSMENT
I
6,131.43 v $ ________ ....___ $---------------
122.63
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. ·6.13
122.63 $============
APPRAISED BY: --~f . ?J!L~fl ~} ASSE~SED BY:
(lnherita·n~e !ax AfJ aiser)
INSTRUCTIONS TO TAXPAYERS
Make ch~cks or money orders payable to: To insure proper credit to your account
. this Official N_otice must accompany aour paymen,t. Mail or bring it to:
11, ~1--ZjCJ-L• 1!--~ ~-'p;t <.'/ . ~· ;1 . : .
' .L'.GENT FOR YH t CG i~~ ;\'lO ~J\:'h:A .... Hl
COURT HOUSE
WASHINGTON, PENNSYLVANIA
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, COMMONWEAL 1"H OF P ENNSYI.!VAN'IA-~·
•' DEPARTMENT OF REVENUE
BUREAU OF COUNTY COLLECTIONS
INHERITANCE TAX DIVISION
'HARRISBURG, 17127
A I ' ,-__ )> .• J=---' -·
~~"NSYl VANI-k ESTATE' TAX "
DETERMINATION 1ST 1
:')..nd..
Date "tngRe~ ~ 19 71.. --'-----
Estate of: l)02nf)llcK &L~onl
Date of Death 8/3/' 1
County WaJh '"'fuH'\ bocl<e'l J7-'f() ~l
Bureau File No. q Lf'/Lf · tf.3
1. Taxable estate per ~ S. Estate Tax Return, Form #706_ fi l-ed. 3-J.J ·1 ')..
2. Taxable estate per final change in Federal Return dated _..:....8~u...J9ub~J.i-l'1J.Z~IJ __ Fi l~d. _'3 · .2..3 -7l.
l:-1 rr.o' to 3 2.2... 'fl)
t
3. Amount of credit for State death taxes.
' Flft4lL ~6\tii"fe..
.As shown on return form or final change notice($ -· As verified by computation
4. Penna. Inheritance Tax due and/ or paid O'l\ R<'Cr $ U tl.~ 6
5. Normal lnher~tance taxes paid to other States
6. Total Inheritance tax credits (4 + 5)
7. Total liability for Penna. Estate Tax (3-6) Na Ne..
8. Less: Previous payments on a/ c of Penna. Estate Tax
Date of ·payment Amount of Tax paid Amount of Interest paid
$. _____ ~ $. ______ _
9. Balance of Penna. Estate Tax due (7 -8)
10. Interest due from _____ to _____ @ 6% per annum
11. Balance of Penna. Estate Tax and interest due as of ---------$ fVLJh <-======
Prepared by
Reviewed and approved by------------------------------
(NAME) (TITLE) (DATE)
{6' -I-I tL<L f"ott fi,.,J ,r "f ~ ct E JJ ~ ,_, •. ,
foil I"'H T~·PI.lttPchs t(dd.l-Pick'uP or-10f,."{.l3.:tO oFqJJ,~r.s F'h""-
F'ed.. EST r~ R ff -fcl.t>J &.rL ~c. 171 OA r9o9 &..S "'JI)o't'~s ~ (!.I),J rl
SUPf>L Rcc _l.: Fll ~cl ~/li h.l. (j 9 m,
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' OFFICE PHONE 745-4690 "'-''Yz:f • .r--7
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OFFICE PHONE 341-5577 (PITTSBURGH LINE) ,
MICHAEL E. KUSTURISS
ATTORNEY AT LAW
•.;· ::: · .. 12 NORTH JEFFERSON AVE.
CANONSBURG. PA. 15317
March 22, 1972
Inheritance Tax Office
244 Washington Trust Building
Washington, Penns.ylvania, 15301
Gentlemen:
In re: Estate of Domenick Falconi
Date ~i peath August 3, 1967
Bureau of File # 9444-43
Cou~ty File # Docket 37-40-.1
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RES. PHONE 745-3535
Enclosed herein· please find copy of the Federal 706 and closing
letter which you requel!ted in. your. communication dated February 17, 1972
relative.to the above captioned Estate.
Trusting this closes this Estate, lr:emain
Sincerely,
Mek/ect.
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I 400 N. 8th $1., ltlctt ...... ~~ ~~ ·~1" ' ~~-, • .• D.C • ..,. Allil~, ......... "-'· ..... . •• .:
l' ·--@{! 00u®~fii9',' '. )",.! •.• ..,...,toDIITIIICI ~UtECTOR.t.oltce .... ..A_ ~~ / . . . . .
-)~v t\0 . ~' //-.
/) I \ \'o (}~' , · ~ I ~ . . ip Fll.lconi, Exccuof:.o::·
· · ~ · • ·~ ·, ·· · · ··. · · ... · · · Attorne7 at Iav
!'\ .'\/ \l ~ 'l..'\, ~\ .. '\~ Cannonaburt;, Pa. 1;;31; · \\t.N \() \l . o· "l), ~'
_ ~)--\ . ., Elata of: Do!W~ic}: Fnlcc r.:i , J . _.."). • _ ,.. a1 Dlltlt: At<t':.st ;_, 1 <)(":
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ESTATE TAX CLOSING LETTER
(This is not a bill for tax due)
The computation at the bottom of .this letter shows the I~ternaJ
Revenue Service's determination of the Federal estate tax liah1l1ty
for the estate named above. You should keep a copy of th1s letter as
a permanent record, since your attorney may need it to close the
probate proceedings for the estate. It. together with p1·oof of payment.
is ev1dence that the Federal estate tax liability for the estate has
been settled.
~rl~~,~
District Director ('j
Gross estate tax ................................. ..
Less credits allow·ed: $___ : ,.'330.6) ·----
State death taxes ......... ·. . . . . s 6,188.06
Federal gift tax .............. .
Tax on prior transfers ........ .
Foreign death taxes ........... .
Total credits.. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . $_2..t.J .. f'~.rJ~ .... __ _
Net estate tax. . . . . . . . . . . . . . . . . . . ... . . . . . . . . . . . . . . . . $_92 112.? . .!j7 __________ ..
Penal ties. if any .......... :. . . . . . . . . . . . . . . . . . . . . . . $ ____ ..... ·-------· .... _
Form L-154 (Rev. ~9J
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t. CECIL OFFICIE
:r, .... ;THE UNION NATIONAL·BAN
. ' , • ; • • 01" •rTT~tiURGH·PENNSYioWANIA .... •. ·~ .
·---------------. ------
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ESTATE TAX CLOSING LETTER
(This is not a bill f9r tax due)
"' The computation at th~bottom of .this letter shows the InternnJ
._Revenue_.,Service' s determination of the Federal estate tax liab ll1 t.y
for the esta't'e .... named .. abo'!_e. You· should keep· a copy of th:;.s letter as
a permanent record. since yeur attorney may need it to close the
probate proceedings for the eStat.~.:,.._It. toget.her with proof of payment.
is ev1dence that the Federal esta~tax liability for the estate has been settled. ~..:.. ·· ·
r e~urs. ~
. ~.·· ... , ,-"":( .. Distr~ct Director ·, ~-----;;;
Gross estate tax. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . $ _ _8:~1 .330.63 _ _'____ '-.
Less credits allowed: ~,,
·State death taxes ......... ·. . . . . s 6,188.06
Federal gift tax .............. .
Tax on prior transfers ........ .
Foreign death taxes ........... .
Total credits ......................... , . . . . . . . . . . . . $ __ §.J..f~.fl~---___ ·--
Net estate tax.......... . . . . . . . . . . . . . . . . . . . . . . . . . $_§.~?~2_ ________ _
Penalties, if any ......................... -......... $ ____ ·--··--. -··--·----·
Fom> L-154 (Rev. 9-69)
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._......:·c.:.·--~-----~-------.-·-·--------·-:-----------------------~-~--1 ~dt~l'll first r.ame and middle initial , .. Decedent's last name
Jo:~ . .:.ni.:;k Falconi
: c:d3r.~·, social S'.!CUrity nur~b.;r' -------· .. -I Employer identift~otion number for ~s_t_a_t_e __ _
, 7'2-1 ,_ ~<l[';-;"
~ ' D-.:..3 of dc.;aili ... ,!u' ""g_u_.::.+'.: : L,. ·].'_·:~' {)? --~ Citizenship (nationality) at time of death . _ ~ _ .; ·, !_;;-.i_+,eJ ~taLes __________ ___;:;:_ -----l-.:--------------------
r_.:tdsnco (domicile) at time of death
. , R. r:. .?1, r; anonsbur·r:, P.:1.. · .... . ,. '" .
. ----..-.:.-
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To 3.1ho.'l:. granted? !Designate whether executor, executrix, administrutur, or administratrix. Explain if different from the· ters~ or
p:.m:ons filing return) .. ~,.
O(SIGIIATION
• 'I o ------------------~--___......._ __ ....._., ,t .
ADDRESS (Number, streol, city, State, and Post~l ZIP oodo) .·· . ~ , • '-,. . ' ..
-----· --------------I! MolE ..._..,... _ _._ _____ ·------·
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rt. D. //1~ Canonsburg, Penna. Executor :. ·· · · · , :. ?'t::.llip Falconi
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\ cm~:V'iJ'l:'Ii'L'n!IIJ 1.1[· '!1.'111!
(Sco ir,stiUr.huns on nage 38)
._.t. -::b'9 C!1a!e (ltP.m 5, Schedule P, or Item 9, Schedule Q, whichever is applicable)
PJU<T I
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~-G:::<:J c:tale tax (use table A, page 40) ............................ : ................................... $.
~. c~jt for State death taACS (use Table B, page 40) . : .. 0 • : •••••• 0 • 0 •••••••••••••••••• 0 •••••••••••••••••
• •• r-ro:.s e~-iafe tax les1; credit ior State death taxas (item I minus ilom 2). This is the net amount payable unlees
credit !.:::~ Federal q:ft tnxss. tax on prior transft;Jrs, or foreign death taxes is claimed in Part II, . . . . . . . . . . . . . ~
PAR11' II
11• C:-I.:W br Federal gilt taxes. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . $ ............. ----~------·------
! . C:.--Lilt for tax on prior transfers ........................................... ~ ... .
, , C-r;;::lit for foreign daath taxes .................................................. !-----·----
I'
t19,724.63
6,322~4.£:
83, 4o2 •. 1 z ..
. '
1. 1'::.~t;l cl credits under Part II (total of items 4, 5, and 6) ......................................... ::., ..... -----
:. ,!;Jt estate tax payable (item 3 minus item 7). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . $ 83 402 17.
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• ~· ' ; il ' ' Assessments Peymanls
-----· --------,---~--....... __, .. ~,.---·~----·· --. -···----.,.,. ___ --
l·,-;:: :f .r;t.::s,'11P'_rf I 1 :r_ ir.::rto.;t ctq Amount · list Pacre Line Date Principal 'tn...;rct ; .. ·; ·.1· -----..------·---·-· ...... ·--------------------~-~-~--------------$------------------.--------------------------------------------...... ·-------------------·-$ ---·-----------·---------$ ., . . . :-t-;-.• ~-' '·~-~-:·------··----·---------------·-----------------·-----------------------------------------·-·---------------------··-----·-----------~~~~:~·~::~~~~~~;-~:;~i~; 'J
.,._ .......... --... _:.,. ____ --·----=----------------------..... ---------··----------.... ----- -----......... ---------···-..... -.. -~-----------.......................... ----................ --................... .; .... · .......... y: ...... -
,, . -------------------------.. ---........ --------.... ---------.... .,,.. __ .................. ~.. .. -........... .., ..
~ -. ' :--~·-·---------------------............ -----------------------------------......................... ------· -----------------------------------------------............... ~ .. -..-.. ~~~ ,..L.~.'.'i~ .. ~
~=·------------~l~~-~ ........... ---~~--~---_-----------~ ~-= ..... _ .. _-·· -~~-=-----............................. "" __ : ___________ ............ · ---~-------~-~-...... ..;~··-
---' --. --·-----------· "---------. __ __._,._,
DE'I'EIU'~!~!.'!.tSION ,BY IN'l"£~~N:.L m::t".:i:.UL:: SI::RVIOE
.---------~--------
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·..,. '',~ 1" · --.,,.,.,..--:::Jill' . ·~r·~1 :u• ,·f.;~ t· •'-~tr· •• :· . ·" ...... ~::.·,.,_:_. _;. _______________________________ :._ ______ :._ ___ ..:_ ___ -::--:---~~··:~-':"'-+'-~' ' .. f.~<.,,-. I
. I·,.. . II ~-'> ·~1•.\'f ;!~~: ..... t.,;_ ____________________ G-"-_ENERAJ. INk'ORMATION " I h:· ,,, '
.. '.; ·. '.l. Address of aecedent at time of death (Number, street, city, State, and Postal ZIP 9ode)' t. : '."• F, ~ ::.. '
·l7·" ' . :?.. D. /,1i, Canonsburg, Penna. -·• d~!:\,''/.· ,'/l
• '+'.-'f
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.. .t! '' ., -~¥-·· ~~:\' :~;:· ::~.-l/t·~-},.!:.:·1
• J 1( '• f. I ·, • ' a. State ir. which domiciled at time-cl de~-th·------------ll.Y~ar in whi~h -this domicile was est~blished -· -t\· :., .;·, ,; ) ·~,
-,;.1 -P~D:-_'1sylvania J..~l20 · · _ . , -':.-t1'_:.'•.-." :' .·
. ~~-.Place of death· 15. Cause of death -~G. Length of lkst ill~ess' 't'f'!: •. "' '',: ;~ -~· .. -Gano::1sb1.;.rg, Pcnr.a,. Ecart Pailure · . 3 wee s .· .. ·. ·· ·;i;p:·: ·;.:,.:).l'·l
;::,..... '\' f. Decedent'~__ph:(l!icians ______ -------------·----.i {i!,; .-·•~ ":•· ':· 1
ADDRESSES (Number, street, city, Slate, and Pos_tll_l -Z,-P-co-d-a) _ _:_ __ ·:;.·;.:.j:~-}-. ~,,; · ''! 1• ~·, 1•
-----• ·-~· '· • >,
Eruno ~·!.Pike St., Canonsburg, Penna. --~-.~-;!(ib;• i.' ,,
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NAMES
t . .''Dr. Stalter St. Francis Hospital, Pittsburgh,· P<=nna •. ~~:~,' ·.'1.'1:>;: ,I
l_-' •. -~·. ~. ' . ------------· ---~·~~. • ., . ( j
. : . , 1..' lf dece<;lent was confined in a hospital during his last illness or within 3 years prior to his death, give name a!'ld address of hospitaL,' · \·, ./~,'~.;,
~I ~ ·~ ,
·;,,. :Jt. Yrancis General Hospital ·t 1!\: .-··,;· J
,., . ._; ?ittsburr;h, Prmna. ·A<:~t;(· .• ··• . . -. '. u~·, .; . · .. .r: •;'' ·l.!L.,Date of birth -.. -:------, Sb.Pl~ce of birth (City-and State or country, if. other than United Stales) · · · . ~:· ... ,· .· ~ ;'' 11 • t ,1. ",.,· ,.1
•••• •I -·. ·January 25, 1892 Italy · · :.-. > ;.~ -,. .
·. i '. t;.:.-------· ·-----·--------·-· ---· --·---~ ... ---··-·-. ---------. ' . . -~-·I\ .,, ; :: :"' ·. ;. JOa. Business or occupation !lOb. II retired, state former business or occupation "· •. ~ . · · •':, • (
·,·.·. ' Retired· · jleal Estate · .' '-" :·:,,-. \:. •'·"t. , ...
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·• ----;----------------,---------'--.....,...;"+-·....:·t ,.-' .,., I -I , ' ~ .. · .,, 'f I I I ' ' .I ·lOd. Decedent s emplqyer identification number. if any: , , ' .. ·. 1-:;• ~~~ Dorl'i~~-e~!~~~~~~-------'-------------~-o_n_e ______ . .__~· ,· ... i'i•.-'···-~."~--~-~· ·
_ ' .> ·., ·JOe. B·~ess name
•.
'JOe:_Businezs address (Number, street, city, State, Ofld Postol ZIP code) ' ·~~~ ',.' • J,' •\ f
_. , _. . . · · n .____?_._(!_~ !_S~_o:-: ~~~-rl?! ___ P.~~?.C:~ _ __ -------------:. . -,. . :.li·~ :·_'H
. U. 1-l{arilal status c[ decedent at dale of death ·....-:; t'' -i · '. :~·-~ ' ,. .... J! ,. f
:;-.' :.. ~Married O~ingle _ 0 Legc:!!Y separated ____ O_~_i_dow or Wid~wer 0 Divorced ··-:,: .:;·:~·· .. ;:
· Uo. Name of surviviS~~~~~;nd or wife ' 112b. Socir1l security number of surviving hu~~nd o~· ~~~:·.:1 _: ~ ,· 1 · • \•:
iZc:. Date of marriage to w~viving husbcmd or wife 112d. Domicile a
1
1_ date of marri?ge to surviving husband or wife
l <)/1 R. D. /;J.., Canonsbure;, Penna. ~. _·;i , ---------·------------·--·----·-' ·'l~a. If decedent was a \'!dow or widowPr, <JiVe naml? of deceased husband or vri!e ll:Jb. Dote of death of deceased husband or wue ~'; :. '
· · • not, ~J._!]?~_ic<_:~~? _______ _>·. 't • ·;
14. lnci.vidual~ who receive r-emdits from lhe estate (do not include charitallle beneficiaries shown in Schedule Nor any heir receivinr;t less:' .
than $l,OOC/ · ·,, '
Narne.--E::ter the rar.;e of each ir.dividual who re;.:.-eivas btmt:lits fl'Om ll-:f< es:cte d:red!:· as an !v~ir, n<:xl-of-kin, devisee or legatee or
ir.d:rectly (fer excmplr·, as n"l:-:efic;ory of a trusl, shmeholder of a
car;:>o:-a!to:-, cr p-1~iner :::in partnership which is on hmr, etc.).
':. Socio.l Security Number.--Jf lh.; indiv;dual has no social security
numbe:, t:se !->is :axpa·rer account number.
Age.--0:! the date Jf the ciE.cedeni's death.
· Relatior.ship.-lr.ctude relationship:; by bloo:l, marriage, or adop-
tion or :r.dicate t-;ONE
Amount.-Vuluu all inleresls on the date of death or 'the altex;late _ .• ,
valuation date, whichever is used for es!ate tax purposes. _The in---
lerest of each beneficiary should be valued in the same mann~; aiS· ', .
it would be valued for estate or gift tax purpos~s. Where pretnse ' ' l' ·
values cannot readily be determined, a reasonable approximation . · I' '
should be entered. The sum of the values oi the interests of,all ' ·:::
unborn or o'hnrwise unascertainable benefic:aries ~hould be shown
on the last line (all unascertainable beneficiaries). . .. -------------------Name ---,---------------------------.-~-:--:--~-Social Security Number Ar.e ReiJtionshifllO Decedent ' ~ ., l ! •<
'l ;·
. ...
·.: ...
Jer ... "lie V:3.lcor:~.
Yol.s.nda PassJ.laC':Ua
Ferria."1da Tonti
}~r·./ Dnl'bo Phillip Palconi
----------
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42
38
l.JJ
Spouse
Daughter
Daughter
Daughter
Son
Amount
380,876.96
95,219. 25'
95,219.24--
95,219.2#, "' ···' 95,219.~~-i·:·" ...
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''!Sa. Did th~ ~ecede~t ·c:;-tdat~-of.de~th ~w~-~r~~~~~;-in ~~;State-a~ ~OL;-;-1tr; ~th~r than-th~i of his i~st d-o~l~iie? 0 Yes ~ ~0 ";, ,i:;:· '· : n "Yes," state place of ancillary probate proceedings .-';~ ,.:.:·~.·. ·_._, I
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'li:»;· Name of ancillary administrator or executor --·-· -· ·-··-----~---------------~----"".;>"':'"',, .... ::;..:_.
:~· ... ,,.·(··n;.ri'
.• 11 ·lo .....
....
-------------·. -------·-·--·-·-------------------'---.,------r.:-_ .. _-:r·r~:,..._""".~ 'J 15'::::. Addl'I;!Ss of a~cillary administrator or executor (Number, street, city, State, and Postal ZIP code) .' ~·.~ ~~.r:· ... '
'·.' j --·--------------·------------'-----'--------~-~...,.....,_;
lfia. Did the decedent at the ii~e of his death have a safe deposit box held either alone or in the joint names o' 'y' .e· s;·N~.·-~t·~ ,. -.· .
. -~ ,'
· . 'cf hirr,felf ar.d another? ~ .~? _
• .1 If "Yes,'' state location •. ·.'_,-, .. 1 "~'.! .~.I I
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~ ... -~~~~:'.'·-;_. •,, .\! ,:1».· H held jointly, give the name of the joint depositor •.
""· Relationship of joint depo~ao~to"'decede;---·----------·-· -· · ;/)).: · ·
:';. ' -••• :~ • j • ' ~
-'+ -·• -~ -----------------·--· ····--------------~ ·~ .• : ::·:·t~~ I:~··,~~' led. lf the decedent had u safe dei:xlsit box at the time of his death, indicate by schedule and item number under what ·scl'!edu]es ·in:: this.;·
· return the contents are listed · '· , :' · ' .~ .. ·~-·-·
t:, .. \. ., '~'
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. "i"f'·· liX!. lf any of the contents of the safe deposit box are omitted from the schedules, explnin fully_ why omitted
, ~ ' I • ~ "' ,, .. i, 4 "'~ ' \. " ..
·• ,,*" :~(-'~r,.,;._,. :
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-o --~--.'-"· .,;.;~~:-~_:·~~~;, ' '' "I . · H. Did the u;;dersi~-;:,ed~~~on ·or -~~~~~n~-llling -~~Jir~ -~~i;djj~~-nt;~d ~;~u~-~~;rch7 for prop-;r"t;-ci~very ki~d left lVI ·.Yes -
0
.. .': i~....'
1
1
by the decede:_t? _______ ~ _· ____ ~ ,..., ,1 ur, Did the same undersigned make diligent and Careful Bea;Ch for information aS to any transferS (other tha--n-O_U_t_r-ig_h_t_..;..,_~---~_,..;.',' ~ -'-;,' • I \•
tra_ nsfers_ not in :rust) of the value of $5,000 or more made by the decedent during his lifetime without an ·adequate · · ·" , ... -.li'. '· ·_·'' ·
. ! . and full cc::c.sicieration in money or inoney's worth? · !if Yea' .. ·o.-'.No ' .. ''· ··~ ;
· 10. Did fue sam~-und;i~i-;;;ed ~~k-;dWqeni andca~~~-~~arch for th~-;ti'stence ~-~-~;;yt;~s~-;eat;db~-the decedent •l,·~-..... \1,.:_.-_~ ... :.-J:}: ; __ · ....
' . -during hir !i!etirr.e cr any trusts created by other persons under which the decedent possessed any power, beneficial T
· interest, pr trusteeship? ·').. '· · ;'; J
... ;:.~. Name of attorney representirg estate, if any
· !·!ichael E. Kusturiss ·------AddreEB '(Number, street, city, Stale, and Postal ZIP code)
12 Nort.h Jefferson Avenue
cd~~onsburg; PennR 15317
!i1 Yes. Ot~p ·. ,1/' -----=--.:;:·'--+.'!,:...,....,' ,' ,.·· •, : .. !;~~--~~·. ~,. <
':";~,·· ·' ' . ( •'. ! -------------:--c------'----~"'--_,..;.......;.:_~ J•'
ZOe. Telephone No, .-, ._ :r , t'
,;.. ···., '
,.t', .{,~. t! ... , -.;· . .J;.
' tJt.! :,;•o.,0 745-4690
-·.· j .::· '. • ,·, !,;· '·' ~----~--------------------------------------------------------------------------~----------------------~--~~-.-:. 4 , _ _... • .
o I / f \'," ... ~•; •, (Those •Nitructions apply only if alternate valuation is elected. For further informCltion on this subject, see GenerClllnstrucitldna ·-:<'·
, . on pClge 4) · , · :;,. '' ,. '1,
. -·-··-----··---· ··-·-· -----·--------~--.. ·-.. ·----· ' ·:.:...' '·'
Zl. A.n election to have the gross estate of the decedent valued ns of the alternate data or dates is made by entering a check rnark 'iii~ J · • box ·set forth below. . ... · ,_,' ·• ;. .·_ ...
0 The executor elects to havP. the gross esta-te of this decedent valued in accordance with values as of a d~t~ or dates subsequent to' ~-de,':, .
·cedent's death as authorized by section 2032 of the Code. ';\;' · , •, I•
---------·----· ----·-,. ··J':' ,• ~' ~ ~ .~ .
...... ... • .... I~;
.. ALTERNATE VALUATION
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Doscripti~n Subsequ3nt valua·
lion dale Altornale valt•e J.!.... ________ ---· ----·-----------1--------------All that certain tract of land situate in
Chartiers T\·:p, ~Jashington Co., Pa. containing
an area of 2 acres, more or less, as: the same
is m.ore·particularly bounded and described of r~cord in the R.ecorders Office of Washington
Co., Pa. in f:eed Book Vol. 8h2, page 13
Assessed Valu0 ·5 60.00
All that certain tract of ground situate
in C:Lartiers 1\ .. rp~, Hashington Co., Pa. being
knovr.: as i.ots 69 and 70 in the Hallam Addition
.of record in Plru1 Cook 4, pag~~ 1B and 99, and
more particularly bounded and described of
record in. the Hecorder's Office of Washington
Co., ?a. in Deed Book 1181, page 545 •
Asse:;;sed Value House 1,235
Lots 5l~O
!otal l,Q?5
All that certain lot of ground situate in
~he village of K:l.ndrer:lville, Chartiers 'l'•;p., '\•Tt:.shi~gton C tJunty, Pa. more particularly
bour.ds'i and described of record in the
Recorder''$ Office oi' Washington Co., Pa. in
Deed Eool~ Vol. 1153, page 697. · ·
Assessed Value Fouse 315.00
Lot f:J._Bo.oo
Total 795.00
All that certain lot of g:cound oituo.te in
the First 1:/al"fl of the Borough of Canonsbu:t'g,
Hashington Co., Pa. being more particularly
bounded and described of record in the
Recorder's Office of \·Ja.shington Co., Pa. in
Deed Boor: Vol. 1187 5 Page 15
Assessed 1lalue * 405.00
$ $
$' 1', ooo. 00
--~~------------~-----------------------~~----------1---------------1---------~ ~·
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.~.11 ... ,:1<1;.. certain tr;wt c'' lun.:.l together ;'ilth
th8 ircr:,-ro'·:;;; .. :\t::: .::1·i ·)ui]dings erected thc,..erm sit-
'J'i.te i.n t:Jt} ::~:r-::;t ':.'n.·J of the l"?;)r01113h of Ce>"~lOnsburg,
H!i:.:5 n-: \,o., Pa .• b·:dn;: :::tore particularly hounded ·
arv~ c· .. :::;cr.Ll.JC,:.: or-rL.r:ord in the Rero1•dur's ()ffice of
'.-Jn.e:Lin·:to." 8o.J Pa. in "8et;d Jook Vol. 830 Page 402~
As3··c:'~·1 1'e.lu~ $1)/)?0.00
AJ.i. :,;--.;~~ . .::a1··.:1ia h~t of r;1·;·''nd situ::l.t.e :in the
Flrst-. · .ar:1 ci ; 11·.; Lu.t'0U~~h of :;p.ns'1·.,hr·;, i;fl.d'lir.~tou
i.e., I'a. (·c.:.r~; k,·:;..., a;; I.-_,t. I!o. )]?, 2loek 17 in
i,;-,'1 r :c::.l Trq,;·:. ·,~:~:r.:.~t Co. Pl~1n u.n(l bl'ling mc1•:; petr-
t.i ::.;] :_,1·i·r oc:,l.< 1': ~d ·1r:.d d<;scrihcd o.r rocord in the Rt.:cord,;.._~·7 s Off'i.cJ cJf H.J.sh:i.ngto~~ Co., Pa_., in Deed
Book Vol •. 1~5l, P.~_r~e B:=l_. ·
As:-::os::Jul Val·.~e fiou.:;e 1,950 .. <;0
J.ot.n 2'11J .. OC
----~ --............. _ Toi,ql 2,17) ,:)1)
:,ll ;,:,.-.:.'. rert.:d.!': .lot Gf' (t"c,urrd situat.~· :i.n thr:
First \·lard of thr; ~1crn~gh of Canonsburg, i'lt"::;hington
Co., P1.. l:.?.vini~ erected tbe'reon a tw.> f.;t.ory inse1bri.ck
C:ous~ ">..:ld ~-1.r.'i1je buing lmo::n as Iot 1 ?0 nnd bc.:i11g mo r·e
p ;-ti :•.Jlarl,y sounded and rieSl' d bed. uf rccor·d in the
": ·cor·iet·f s Cff'L•:o v:' 1.!1.sLi;1r;tr.Yl Co., Pa. :i.n Deed
~0~. 1250: Pn~c 6~2.
\::>sr-f-'-~-:<1 V::~lue H.:·u;:c anj G::•.ru[~c
l .. o'ts
Totnl
1,5')0.00
350.00
J., s)//):-oo
al~ t .. at r:c-lrta.in lot of ground ~.dtuatc in C::nton
:c· . .rrw:-:ir., ~·::1s:r~.ngt:..n Co., bei!13 Jr..n'llm as Lot Hoo 6 in
t;:e lY<! i.d Ir11prolr<'1uer.t Plau oi rccorr~ il'\ t!1(; offire of
t .. .:; :. ~cord~=>:· t·~· :; ... ,eds c;J' ~!?Ghi;1£;'L.O:l Go, Pa. in PJ.rm
Book ) _, Par;c 5(! (;>:!8 Deed Book 817, Pc;ge 261).
'·.3 '1•3s::; nd '.J f!.lu·~ ii c.u ~s 7 55. OJ
I.ot.
Tota1
!ll th3.t certain lot of ground situate in Cecil
:-')•msnip, 'i!.'lni~i~.gton Co., Pa. beinr~ kno:-m as Lot No. 281
5...-, t~.·: ."oh.:i zzG Plan of Lots of re~o1d in the office of
t':c '?r·rorcL • ryl' De';ds of ltlasbingtcn Coo, P<t. in Plau
.S.-),.,k '.', P·1.;: 11~8 (Sr:.c Dcr=;d 13or}: Vol. 1116, Pe.ge 1?2)
~~s<Je..::~ ~d '. o.l.ue Ho'tse 5l.O.OD
L:Jt 35.00
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Al~ l[·;c,~l~ t;{:!J.~Lcll-L.L t,J:\iCt
}JcrU: ~:.itr3.':nm:
~ acre more or "" A::;s·~::;~;r~d Value
Tmv'l1f;h:ip, vJa.shint,~cn ...,.:J., Pa. cont'aining
le~s. (See Deed Book Vol 776, Page 298)
j".l) .oo
All those three certain tr.<tct~ of land situate
i:1 fJorth Strc.ltane Towpshlp1 \tlashington Co., Pa. 'being
:-Dr~ pc-,rticul3.rly described of record in the offlce of
tne iter:ordo!' of' Deeds of Washington Co., Pa. in Deed
Book V oj. Til , Page 562
As;.r:,sso~d Value -~il05. 00
AJl that ce:·tain tract of land si.tuate in North
:tr;:>.har:e Tov.T.s!1ip, \·Jashington Co., Pa .• cont~d.nine;
Acrns. (:J~r:; Tln;;!ci 3ook Voj. 771, Page 965).
:t 180.00
w
2
Ii.:!.l :1is uncli vided one~ half interest in Bnd to
thA.t C!~.l't;;t~ n tract of land situatP. in 1Jorth Franklin
'i'm:r.nhip, Hashington Go., Pa containing 0.88 Acres
:?Ul"fa<~e. ;sec Deed Book Vol. 843, Page 235).
As:;13s s ::::d \,' Jl ue ~;3 5. 00
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Description
All that r:P.rta..:~ 'LrA.ct of 1aY!d
Tm·mshir), '·Ja :;hington Co., Pa. being
L., :.;, .-:~.nci 6 and portions of Parcels
;~i La~m ?Jan of' record in Plan Book
(3ee Def;d Bonk 913, Page 573).
PAGT:: 1~
Value at
situate in Somerset
known a::; parcels Noo.
Nos. 1, 2, & 3 in the
6, Page~> 30 and Jl.
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!,c;t;cssed Valuf.· :~300.00 ~) 5,000.00·:· '
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AlJ. that certain lot of ground situate in the Third
Hard of the CiLy of /Jar>hington Co., Pa. having erected
L~1r:r0on a brick building. (See Deed Book Vol 963, PaE_;c
137)'
Buj lcUng
lot
'Rotal
2,165 .oo
4.'30.()0
2,595.00
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.; t.,Di.c! the decedent, if a resident or citizen of the United ·st~ies, own any stocks or bonds, regardless of physical location,
at the tune of his death? · , _ IVI'y 'c-., . !AI eo, .,o ..
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.' ·~_:., ~Dr1 fhg decedent, if a nor.res1dent not a citizen of the United States, own, at the time of his death, any stocks of corpo-.
-. rc':i::ms c:-garuzed in the United States or bonds situated in the United States as explained in the instructions? E:rYo~. •J N!) _:..:..:;,:.:::..:..:..::.:....__:.__:.:_:_....:.. ____________ ,~----;---_.:·;----~-r--.. --------r-~. ":",-":'""-.......,.__~. '
~5'. . . DMcrlplian (includina lace emount of bonds or number of shares) Per Unit value Subs:i~~e3!t~alua-' ·Alternate valaa · vd~~ ~1, ·•·1 "I rle.~::, -1--------...,.--,-----------__._--1---"--1---------1~·-:· ':----_:_--...t•.__·,-:-='1:..,;..,' ,..:.•_· ------• •' ·$" tt' $. -........ "'t .• 1 UNITED STATES OF AMERICA SAVINGS L~DNDS
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DATE r0-2a-sa
lD-28-58
10-28-58
lQ-28-58
10..30-58
10-30-58
10-30-58
SERIES NO.
Qlb462104Q8E
Ql6h4S82579E
Ql6!ili582578E
Q1646210407E
Q1655?69152E
Ql655769l53E
Ql655769155J.;
STOOK
Turbocast IndUStry is .n~" changed
to Uational Banner-1,000 Sharets of
Common Stock v
Jcr::~op Steol -200 ShlareF-...Commo11' S ~ock
Columbia Rcvall Oil Co. -3,000 Shpros
Co:trnon S toek
Country .Bell Co. -50 Shar~s -Com :on
Stock
Grand 02posit Mining Co. -90 Shor a
Cor:mon Steele · · ·
Loy~l Amor~ Life Ins. ·co. -67 St;m as
Corrmon Stock
Majestic Radio & T0l -
Ccr.r.mcin Stock
200 Shares . -..
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·.·No ·vahie ..o/
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Common Stock 2, 800 .s ares
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., t!u Enamel Corp/, "'•. t.
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· Catrt.on Stock t· •· . • I
---1--:--------.;__---------~---~----'-------l-------l-. -.. ·-
____ T_O_T_A_L ~als0 enter under the Recapitulation, Schedui~ 0) $
(If more space IS needed, mnrt additional shet:icil a:me size)
; 51,980.63
•' . ' • DOMINICK FAI,CONI .. ._ F.S1'ATE OF .. !. .... • ........................................................ -.............................................. .... • --· -......: ~-:. ~.a.li.·-..:t.11·1 · ~· .. .., -------------------------------~----------.:.~=·=·==·":..;:." .... -. :>.
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SCHEDULE &J
STOCKS liND .oCJNDS
DESCRIPTION
'i'intic Led. Co.
Cor..mon Stock
-
500 S.hares ·
'·· ',•1
Union Dairy Farmers co.:.op -70 Shares··
C"?:ro:ncn Stock , ·
lT:::ion Nation.!ll .banl~ -26 ~hmr~s
Ce~"~..r:.~n Stock
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MORTGAGES, NOTES, AND CASH
~ s . .. " !:::! the de~e~t, at the time of his death, own. any mortgages, ~otes, or cash?
~~ J ~ • "I~J 1 []Yes 0 No (' . . 1 • • . . . ,,.., b . . '""'''" ····~"'"' .. ,... .,....;. "''" ". . '"'" ~,,. : . . '._ .. t! l.,;,nerman C-Bro-..m, Canonsburg, _Pa.(fif.B.495 pg.2l., r-n~ $ \ ••· ~·429.29./ , . ,\~ul & G. BrNm~Dox 95,~lestland,Pa_~(I-t.B,-,pg.l20). ,.·· .,:y 2,485.00,...
. ;.illiam R. Delbne, 2 Ridge Ave. ,C'Anonsourg, Pa. . ' , . · u·
· -· (MB 669, pap,. 1>62) -'. · , ~ ~~
Clerr.ent DaPra; s. Central Ave., Canonsbur g, Pa. ·~ .• i :': ..• , ·'> ,;-::·. · "!'·:/•1' ,·
• -, . (MB• 676,pg. 271D) • t . ... .
. ._ Tho1:1as Jennies, 4658 Wilburke Av .-,. Pittsburgh, P •
. . .·· · -· (MB 528,pg 2840 · ··. l~'i-oy. Level;· Hidland Rd., Houstori~J Pa._ · . _ _. ~
.· (1113·.642,· pg47 ) . ,j ·-
ll!";ell N~son Nic~ols_, 2~ Elm St. ,Cano~sbur.g, Pa · . ., ·
· · . (MB :.>23,pg.lB ). . :•
:Rebert &. ;Joan O"Hr.ra, Box 41 ,·~!use, Pa.. ·: . .~ .. :~ , . ·· • .' ~::, :: .. , ; . .:_-~~·
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2,331.16{1'
10,289.30,..
3,133.76-./
1,250.00 V'
542.00 /'
. t . . . ... . ' I·. • (MB 689,pg.18D'
'· 'Sl:n.~nSchultz, c/o Round Hotol, HcMttr-l~a.y; r,a. , ':,;~:-.
I ·' '· ' ·· . (11e'.644 pg 43 ) '•* . ' ...., ~ .I,. ~ .• ~·
3,266.49 /
y 5,000.00 ./
2,950.00 Joe ';!estfall .• ~'<, ,. (MB-,647 pgt 94
, • • r ·~--... • CHA.TTEL1J10UTGAGE's . '-~ ·
: il'.?nes Guinn, Canonsburg, Pa·.~ : · (MB 619 pg 58P)
. \!larry Crosson, Highland Ave.,Washington, Pa.· · J. ~-· ;{Not Recorded
. ' RECORDED OR
NOTES UNRSCOIIDED .
. ':c.. Ii. & (j.C. Adamson Not recorded-original
·,
· 1784 Hastings Hills Rd. in pes scission of
,,. . lrridgevill~, Pa. Phillip Falconi,Ex.
I
J:.:m. H. & G. c. Actamson Not recorded-original ll-?84. Bastings Hills Itd. in possession .of:
la;:-j_dge~lle, Pa. . Phillip .Falconi,. E:>:.
, L~opold Babin . ~lashj,ngton Co. •·
ID~queane Avenue__ t>Jo. 23J,May 1967
1c~onsburg, Pa;. · : DSB
'Gene et Frances Celcnto · ·l<lashlngton Co.' .
I :!:a.st' · Pike Street No: 233, 'Jan. Te~
jc~nonsburg, Pa~ · '1968 DSB
. fRo':>e;:t &. Virgini'a Cam~bell; Not recorded-orit;~n ~
tl;? Ch~bers Lane . in pos~ession or l,.,~~onsburg, Pa·. . · PhilliP' Falconi, ~
Falconi Leasing . Not Recorded-Orgintal
tRoute 18 Mobfle in Posse_sion of
I . . Homes Phillip-Falconi,-E~.
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5,881.45 -?
. ./ 1,307.40
109,223.20
225,753.79
A--: c-:1:: Pcminic'k Falconi · · · -~ "· . ·.
... fl. ... il-J'j, '7-"'f""-.. ----... -----------------·-"'----·-------···------·-.......... -.... -.... -................................ .. ~-. • SchOO-.!.' ~ C: --,-_ -
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sildoM 81 s:tiitffi
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U~SURANCE
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'J a, any lntumnce on life of decl!dent recel·ta ble by his estate? lh, By boneficiarlc3 ~hor than csto · 7
_ 'J. ;·~ E'.1l!o 0 Ysa ·g:g Nu • ·
•;.•cu tb..t'3 any Insurance on the decedent's life which is ,noUncluded In fhe return as a part of the gross ,estat(l?-
[J i'c:l ~ No If "Yes," a complete explanation as to all ouch Insurance inust b~ subm!lt3d; ·"· · •
. :· -~ Descrip!Jcn Sub:~~~ent val~' H~l'lcl~h 'f:-'• I •"' '
-----------------------~--------~----------------~----------l·~----------l--~--._--~-----1~
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_____________ T_O_T_A:....L_(:..;;a.;;.;ls~o..;;..e.ntor und!)r tho Recapitulation, Schedule 0)
(II mori lj)ICI is n~:d~d. ln,:rt ~ddlhon~l ahe~b of arme size)
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•'~--,~"-tl:3 r .. ..tr..lJ c!!':.l ~d:.:;_c.:.:_~~~~~:-!!~ ;:.,tl]_:,_~.--~;:~ .. !.:'.:'_1. __ _
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:..:.: i "} ;fa1.: .• ~ .1 -~--~D. //l,·c4:Ilonsbu.rg, Penn",
--.-----------------__________ ..,... ______ ..,...__ ........ ~-.............
_:_:_ ___________ o_e:_cr-ip-lio_n___________ ''":;J;•;!.~'"'' '""'"''""' I.'''"~·-..
~ I All thn '"· cc:rt3.:.!'!. ~ ::--:.~:.:. cf b.!!:l ~.!.t:.:.~tc $ "' ;·.-:>..-;.1~·-in Ccc~l :':'o·msl.'.] ~·d Q<i:rtl.r :iq Chrn·tiert II
·, ~.::-;iip, ·::n5r._:_,.r:t.c: f.'':unty_ Pa ,_.~''S ~od ..:_r.
··~;o·.~j-:-.·!"r_lroni .;,rc: -Hr.ni.c 7t.lcu .• .:'.., -hL_ uif~,
~ .. ; '."~-·nt~J b:r t. .. :-. 2r:' · ··~t le ., 3-"'·'rl :J~ec' 'u0~ ··~ o~ l
I ' • t' (1-1' "• l' t\. p ' • " i ~ . i ')c:<;r· ... .L1 '1; 1.,.ce o ·ue ... ecc4,.~~ C· ~-<r~;~ .• "
;::·' -:;.i.d ;.'shin·. ··1 Conrty, Pcnnn .. :L1 "'eed
1
.
, y-.·,: Vq .L ?:.I!, p, ~o L~Jo.
/".lcH~ fallmrin~ ~ ~: r..H.untc i.n Cecil 7o;m3Mp:
2 .S~ol""J Pr~ck HollSc ·
i ..;tc4":r Ho•J.30
!.:3 foJ.:o r\.n,r: :.:: situa~~ .-~-Il ct .. ~.,~cr.J
t 7v -,J:~ir:
2 s-... ory I'1·.•.rr.3 T~ou.>e .
P.ll tl~.l::, ce1·tain lo-7, of grot1111 ~i~·.u:tc in ·.:~r; ?::.~~t 1 ;<~rd of tl:c Er,ronGh of f'ennn,nn:c:: I
"->i.~&-:ton County, f'~.J,,., ; :-mtn:l <'il I.e.;.. ~~.--.. 1_
:! . .1.-t..:~c A. A~ ::,:eonrlPli. I)lr.r~ t:"0.t/~ ;~(J .. ~irt•1 .. t?':~' 1
'·· .... ~.:. .::::i C.4'"ld :_ . .: ::,t; r.~1 ~ n~d CJf: ;. t·:cOi\.t j_ll Git-t;;:; ire
.. · .... .;. He ~o.·:ie!' of Dc"i3 0.~ :J::~c.~---~ :~~l -..r l -~CUlL or'
' '"'·'"''\...,::~,. in Lt'd l3o'>!{ <:;jJ, ?u•.::J J?.
..
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23,742.90"
22,256.00 ,·
219,821.55
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::o:::tgages -.Joint '1-·rith Jenni,G Falconi -\'life·
.. ~ce Scil<.itti
. -
'• S. Central Avenne
C<lnonsburg, P-anna • -· ~insn,ington Co. MB 66J,Pg. 473
..illd.rct1 Caroselli
1.ia:;;ldnu:to~,. Pe.ma •.
S ta!'~oy 'FrA-nkov-ich
Unre~o.tdcd
10 ' (. Pi k8 Street .
Houston, Penna. -· ,'vlashinGton Co.,llli 653 Pg. l
Don Paris
P. 0. i3ox
.~ . ~ . .,. ....
' .. 3'. ~· ..... ,/' .~., u,. ' ·'
iie_stlnnd, Penna -lt!~shinr,~.~on Co., DB 1184, Pg.6 (Agmt)
· Chirles Fl.ittf!r
'7 T') 'tl
......... 11..-i. ,, -
.Eig:-,':.y-Four, I>a.. -Unreco -ded
Hersr.ell & Paul.(nc Halters ..
i·la.shington, Penna~ ..:;·[ashingtt.n Co.,HB 526,Pg.679
:~o'"t6'lf;CS -Joint \·lith Phillip Falconi
':•L1.nton Pat.t.orscn -~-:ushi lgtcn Co., !ill 678, Pg .671
:·!ot es -Joint •Tit.a J1~nn:i.P Fa '.coni
Kal"1JB1Azor
~·!aiih:·n.J.or.: :'Hnm'--Um·eco."'Cl j
OonaJ.·,·.;c.1 Sur;.I.J' ::.. :;,: ·: rment Co.
Canoi.s!J ... re, . ·:n:. d~ .... -c'.:ord-:::i
!. :.C P Fa1 <'0'11
hcnder::;on fl. vr-~ •
~le.shin~ton, P .. H1IHi -Unrecord ,·d
Ga.::>per Hara..;hett.;_
lMJ :tiprW. ~nj iwe,.
~·!ashi.nr.ton, P•~n11c1. -Unrecorded
~
Aubl:'0J' H:. :·sc:~b'>t:.aJl
20 R.i.Jr,~ AvG..
Ha.sl.ingtcn1 Penna .... Um."'ecorded
Be:.do & fred Hu3her.-
Ca;wn.:;burg, Fc.:r.rn.. UnrecorQed
: r::~~'u ~~a~al~~
2C, "'.a:>v P~::t.: St.
C;.."l--'1 :);u r[;, Pa~ -tl.nr.Jcorde:d
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Sr'HEDULE E
JOINTLY miNED PROPERTY
DencrJr:titm
Al.e.x: Piar~:nick
!.eado'.>•lands,' Penna Unrecorded
Robert Sradoni
r·Iuse, Pr.mna -Unrecorded
Joe .Sacco
;;oute 18
:·rashiq;ton, PennA. -Unrecorded
John TP.lc::;ko
13 ::organ St.
C1nonG~urg, Penna -Unrecorded
Gerardus H. Vanderlee
22 N. Central Ave.
Canonsburg, Penna -unrecorded
.
Page 3 '\
V:1ltJ.: ·1t D:d .• • or !), · " ........... _________ ......._,___
1,51,.0.7~
.SaleD A;;rcsmcnts ;.. Joint 1r.lth .Jennie Falconi -Uife ·
J ::L'rr~s !3~5.J cy ¢
Lee.dovJlatld, Penna -·.~ashir~gton County DB 991-158
Frank Bqmbara
79 5 g'Ji:lg St. · ·;
J/o.shington, P~nna-1·lasnington County DB 1094-ll;.z
Arthur Kemp
f,d.1.Tl'l.S !\Vtj4 .
Canc,nrzbttrg, Pa~.:..~·la:3hin~ton C('l'..t.'l'!iY DB 755-llS
Tliou:':13 ?rlnce
Park Ave.
Canonsburg; Pa.-Uashington CQunty DB 927-59$ ., ....... .
Vernal Galloway .•.
Canonsburg, Pa.-rlashington Com1ty DB 986-413
Stocks-Joint, with Jennie FaJ.c,mi.-l1ife
.2ighty-Four Auction -54 .';)hares Co~J!lon :1to~k
. "'· B::m'lr 1\r"'"''TI~ -·.TCiint l·.d.th P!~il7..ip F.i!.-:::::r'.i
At the Ut~ion ~Iational Bank, Ce ~u, T"a..· . '
Lincoln Gri:li ·-i Interest in tin~oln Grill.·
together ·uith Harry Crosson, l/+2 tU .. ghland ·
Avo., '!'lasptr.gton, Penna ·
.,.
..
'1: c·~ " -· · .,. \.,.1-..,J. ...
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-~~~==~~==~------~~--_:--~----~--~~--~·~.·~~-~--------~----------------------·..;;
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fJeJi'IJU:~'I!Jlt,Ji: 'fi' 'I
OTHER MISCELL 1\:mous PROPERTY
i':!J :_~ ~!l d:.."Ccdont, at the tirn~ of his d9alh, own cmy Interest in a copartnership or unlncorpor:1ted budr.e:rs?
0 Y.,s '~-·· . ~ A.O
· ,;:. t ··1 tht~"d3ce<:lent, at the time of his death, own any miscellaneous property not returnable under any other schedule?
,,• ... "" K1 Ya:r tJ ro -· ·-· l. ·· . c. therJ ar.y inSilrar:ce which the decedent owned on the life of another which is not included in the return-as a port of tM grc~ · t ·I:Jt-..'
• ·:~J;<" full d'"tail3 must be submitted under this schedule. · • · · . . . 0 Yes· ' • t::i :!q ·
~. ~··J~~ ":.:ether tbe deced~r.t's ;;~te, h~;~ o~ther person, has received, or will receive, ·any bonus or award ·as a re~l.l.:l c! th
.,. .-:.-.:ll't; .,r.p!-,flllent cr his de:1th. If "Yes," lull details must be s'ubmitted under this schooule. 0 Yes · . eJ ~!.:_
l' '. De~cription Subsequent valua-tion datil • Alternate' value
..,.. __
~------~---------------------------~------------------~~-·~-1----------------1 1 · 'Household Furnishings $ $ 915.oo
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~--------.,...._ ______ ,_, __ ___;T:_O;:..::::.TA!:! ~!so enle~ under lhto Rt::c..:upilu~u_!!o~.Sched_ulQ 01__,_.::.$~----------·-'--"$ .· 975 • 00
'. ~ (If more sp~ce is needed, insert additional sheets of same size),
' ' Schedule F-Pog .,
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, · ·"·-dent Zt,al:c uny 'rand"'"' d~cc!'lbed in tln flr::\ r:crag;c;r.h (lndur_linq th::l si:~ t-••.b:-;a::-cc)rc:ph:) c: tho ' • · ·
, . L ·c: tun~ for this scheuulc?. ' ·· [;{J· y ,~ [J 11-.
. ~ "·9· dececlent.'at any i.i;OO~make n tronG!er (other lhon an OUirirrht t~GD;-~~· not in ln~J'r) of an a moun( of ~;5,QQO or more Vi iii;:[.! : ·,
, .:u• ·lend fuli con~idcntzon in rnor~.t3'{ c.:r monoy'R worth. L:.1t not b•liew•cl t·:J bo:;_i.1ci.udtbk in the gros:l :.;~tCib os irvJ\cated !n 'he '• · ·t
. • ":· : -·")h (indudinl) !l,<; s:~: subparcu .. m:::ph<l) of the imtructions br thi.:; sc'lr:dub'( : , '
:~ ..'J .. _< lurniJ~!~.J~l1owi<:SJ infoi'Ir~_t_!?_n: ·, •' .: · 0 YeJ~Qti~--.: :
,i!:' L r,,.i[t) . •• ; . ;: I ~Y·:Amount or valu~,... • ' lti. Chara,cte_l' pf_ trcin~ler ,: ij '.: ~-i' .: r>· ; .. ,.:l'. .. : :A.'.:~·>~ •l>, ,. : ;,' ," ~; ',;!-:
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-kl j·h.,_ d8cedent, within ,3 years immed!-;!.ely pmcJd-inq hi:; death, 'mcikc~ any tr.:1n~fer c.£. hi'; property 'wtthont an '
c:,;, .,•;":Ito and full considsrotion in money or mon10y's 'y:mth? , .: ·• ., ·· . . . · '· · . , . i ·'',:.~;,"Gild the transf•>r VJCS of an QinOIInt'cf $\,OQ:J or rnorG, furnish the fol!owinq inforfnotio:1: , . ·J,
!J .. ,;, ----------~ 3~.:-Amount: or-\c;tlue ~:J. ~haracter .of transier . : ... , ··~ . i· .. · •. :! ~ '(' _,· ,~1· ...
£. , •• T'"'•-.q:::~
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----------~----'-~-
;:;•: .c ".'~lich aduat;-;d decedent in m~d;i,ICJ trc..nsfar . .... ,, ' ·l
•, I ., ' .
~2 f".ero in e:·i~' :nee at the time n£ lho de.:::~dent's death o.ny trusts created by him clu':in<J hi3 libiime'?
•), ___ ._·:_··-·--~0--Ye~: 11' .. ~ __ ; " 1't"l
:{., .,_
~· " '•rl, '0! CJift tox reb;,:!'ll~c) -,.,C\3 eV<•! filed, st.o.t0 the yem(G) cover(d and lh•' IntoriKil Rnv:-on'l0 di:;ttict in V.'hich filed.
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J' :;:y111~~1cl Gh:~v~r:\.nc,
i.l')SO P:~.' dohn D~~.:m011y_
· r\~.13 \.!1 Dol .bCLlO " · '
'Fr:f~ Davis Sr.
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• r:~ .. , ' ·"' , '" ·• (li nm~ !pJc•J I~ nettled, .nsort oddi!ion~i sha<:l5 ut 5Jmo 51 <a),'· •. , ·r J ;~~" • ' d I' •' I .o~ . ., ~: • • •, ~{"·: !
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f' .'>rr: CF . Dcanln:t~k, ·Falconi' (. ·, '·~-:, :.:, .. · :-· ·· ~~-:·:• ·: ·,' .. ~.'':r::' •
-----~---·---... -------·-------.--·~-.. -·----~-------·-·-------------------... ----.. ·--'!'r~---· '• .!. .,.! • :• (. t '= •
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.>'"1,.'-~.:.\o; ],.~'t~_ii~~·~n: I "";~(1' .'l:-ilf.~~~;:~;:-,~ '!l~2 ..... I.,.;,·.,,,,.,_ 'F..!' ~,,.:.,.,.,.,.~ ....,.;;.:,,.,·~~_.,.,..,.........,.:..:::_ -~:.:..L .. i '-'
•. -''.:..rd.:-.':,, :\~~~}.;·,;;jt'
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~· -~.·~:-:·1-:!h:>rmus
Marshman .
: .t.;1• Fitz~rclli
· Corselli
D~:r.onick P.strarca
C.c•');,;).co L. Sccar::>
; --·s. A • l'onolli
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i'• 2, 722e90 ~.· 8,379.61.
.z$233.26 .
8,400.00 ~»364.99
lL.b 7!53 oll
2gl45,8'!
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l3t38J.l8
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c 4p 701.0?
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SCHEDULE· H ·
POWERS OF APPOINTMENT
..
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~ Dici t'h; decedrmt. at the time oi death, possess a g~r--- --·---~~ ------· --
pov.erof appointment created after October 21, 19427 0 Yes Jtl No . lb. On or before such dat13~ 1 CJ Yes :;Q No
~d tf;de~;j;~t, ~-a~1yt~;;, b; will ~~~herwJse;·e;e;;is~--;,r ;eleas~-~o an; -.. --~ ... -/Zb. On orj_;f~r~-;uch qat;?--
~tent) a general power of appointment created after October 21, 1942? 0 Yes tJ .N.o · U Yerl tJ NQ ·
~. Were th;r~ In .existon~e at the lime ~Ithe d~~ede~;s de;th a~y trusts n-;;!c;;atedby hj; '--. -·---·--~.-..... ..-.--, .... -......
ur.dsr which he po3sessed any power, beneficial interest, or trusteeship? . 0 Yes 0 No
'. 'J N ·o
-. __,.._.. --.----:-------1 .......... ~--
N
E
Description Subsequent Vllua-lion date
----~-· -----------_.,.... r------
TOTAL (also E.>nter under the Recapitulation, Schedule 0) . . -..... ... ~ .. •' .. ' ..... ___ ··-
(It m~tt !p~ce 11 ooedad, '"'"II •ddtllnn•lshonl• of'"'"" 'lr•)·
SCHEDULE I
ANNUITIES
Alternate walua
$ $
$ $ ..... Q--·
... _..,... ----..-:...,-------·---. -... -----------.--~ ,.-, ---~ --r-----._. -----,.. , ...
0 Yes
lc. Vlor; the d~cedent, immediately before his death, receiving an annuity as described in
paragraph 1 of ~he instructions? ·(9 No -... -.. -.. ---.. ---_ _,_ ____ --.... -~----:-----~-~ -· -,
1"·. II .. Y~." wag that annuity paid pursuant to an approv~d plan as described in
paragraph 4 of the lnstructlons? 0 Yes 0 'No
~;,Ji i~-;;~-;;-~~ "lb." ls -,y ~~. ;, sto Ia th~ ~~~·I the decedant' R contri butio~-io th;lotc;I;~r.hase ~(ce of the an nutty. __,_ __
---..._ '. -~ ..._ -.. • .... .J... ___ ......... ----------' ____ _,._ ----.. ..,.--~_._. __ _
tiS. ~~~;!~~j(~,W~t th~~~t~!~~~t~'\;!~~~~~ ~y~0hl~\~i~n~n~~l~li~ra~; 'b~e;o~:n~r\h: des~~ibed i~ • -• ~ehcu~ry's having survived the decedent? w Yerr !.) Nq . _
---------• -- -• -----· .. -----.... ...,..----· -------• ·--~·"""""T-.... w. If ''Ye::," state the ratio of the decedent's contribution to the total purchase price of the annuity.
·-
I! an Descnption Subsequent valua· Alternate vatai ·-· Valva~~ d3t~ cf ; .. ~.·. Ito. lion dat•· -1 $' $ . . lf .• ..
0 l.
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' TOTAL (also enter under the R!3~~tulation, Sch$dule. OJ·
.. --o---~ $ s --(If more space IS needed, tnsert addtttooal sheets of same SIZe)
F.SI'AT.E CF _ ....... !-?_91!1}~?:~~--.f.~!-~.~!!~---······--·-··-····-····-···········"··----~~-·-··
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DEDUCTIONS
E:CHED!!LE J
FUNERA1J E.XPENS r:~· MJiJ EXrEtJS r.f, JIJCUPit.ED lN
l'M1 NJ..''TERJ NG PROPERTY SUbJECT TO CLAH~S
Ef;TATF: UF DO~~HJICK F.A.LCOTJI
FUNritAL ~ ADP. 1n~·ThA'T'IO!·i EXPVNSES
A • r'UNERAL EX PENS E.'i ------
·~a rio D~ AngE" lo t':ortuary
C~rn~tery Lot
:atholic C~rneteries Afsn. Opening Gravo
)t. Patri r:k:::: (.,burch -~ F\m~ral H::1ss
'wfalon~s F1m.,..er .::>hop
:}ayd3s Monument Co. -Gra·1~ f·1arker
$
$
.
4,'728.00
1,140.00 '
110.00
ho.oo
10.50
135.00 6,163_.~
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DE:DUCTI01:J$
SCRJ;DUtE J
FUNERAL EXPENSES AND EXPENSES INCURRED IN
ADMINISTE~ING PROPERTY SUBJECT TO CLAiMS
--·~·-1
NOTE.-Do not llst on' this schedule ex ponses of administ\)ring pr,operty not subject to claims. ' !n connectioh witll such expent'e.:l, ~ S;;'·~:; ·. ,.
If O'l:&cU10rs' commissions, attorneys' Jee:s, etc., are claimed and allowed as a deduction for estate tax purposes, lhej' aro r'!;!.;:".,. · ~t'· •
nr. Q deduction in computing the taxable income of the estate for Federal income tax·purpases,' ' · .
Description :.. ..
----..:--..---------·-----------~~----........ --,----------~ ~
A. Funeral expenses:
~CHEDULE ATTACHED
Total. ..
I
I B. Admh'lietration expenses:
l UectJIOrs' commissiOnS amOUfit'S~dfagreedupon~. (Strike out words.nat appJi-
1 cable) . ' . ' . . . . . .... ' . . ' . . . . . . . . . . . . . . . . ........ -. . . . . . . . . . . . ' .. . 21 Atbmeys' l~-omcunl~/aqreed urxmi~ (Stnke out words not applicoble) ..
3 M.r :-ella.nt!ous expemes: Prot-ate tf HUl ,
II ~anaeement Fees. -Accounting
conservation of Estate
! YolandA Passalagua
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.. Total mlscellon~tous expenses. --I ..
and
.., ... •,•, ' ... ..... f----· ...
$
xxxxxxxx
X Y. X Y. X X x· X
16.$0
5,ooo.oo
--· ~2s~,
. ..... ~0~ ~ -, .. -~.:
------. -TOTAL (al:>O enter under the Recopitulation, Sc~ed~e .q) I $
(II more space is nreded >lstr~ add•llonat sho~ls.ol same $1ze)
3..)-. ),:
.
• Dominick Falconi rsThTE OF ··---··----··-----------------------------·--------. Schpdulo J-; .;;· · ~·~
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uen. No.
SCHEDULE K
DEBTS OF DECEDENT AND MORTGAGES AND LIENS
l'eUs ol Oecrdent Creditor and natur• ol ctaun. and atlowJbte de.1th taxes
,,
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I 1---------------·· -------·----------
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Ralph J. Stalt~r, r-m
?rank Concilu~, ~~
John A. :r-:alcol.Jn, J.m
Do:tor l:runo
C~n:"onsl:urg Gt-neral Hospital
C~nnons'!-urt: Gen~ral dospital
Guzello Han!'~"~~re
Don:lldson ~uppl.Y 'r. Equj jl':i~nt
K::~h. 1 rns.
Dcnald~on ~noply 7' Equj pr-ent
Chris ValAcus, At to~·ney
· Donald r-on 8u1;.ply 'c Equi pn ~nt
Katz .. l'os
~. A. ~~anks, recordinG of note
1~. E. Kusturi::;s -!.ega] forr.;:'J
L>ell Telep~tont:
P.efll Est ate 'l'C~x~s
Taxes-1965, 1966, 1967
$
l
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s 149.09
'75.00
l.$.00
$.0~
5.69 u9.25
2.10
25.14 32.L5 11~30"
.6.00
18,.75.
lB.$8 s.so
16.00
30.75
lt.572.66 8,283.27 .
TOTAL (also enter under the Recapitulation, Schedule 01 10,124.44 ---. ~~e:.l
l
N ·o
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E
Mortgages and hens-·Oeswption
•~ ~ ..,. ••.• ,_ •t H ' ....... _... "" ·--.o'--~ ..... ·
'$
/0
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~ .1-------. . . '
TOTAL (nlso f'nler undP.r tho Recopliulalion, ScheJuln 0>. $ -•Q• ....
r '' rnore spacu r~ needed, tn•ert addit•onal ~heel~ ol same s:ll)
£STATE OF _______ j)_Qffii.ni~k . .-falconi ........................... __________________ _
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SCHEDULE I.
NET LOSSES DURING ADMINISTRATION AND EXPENSI:S INCURRED IN ADMINISTERING PROPERTY NOT SUBJJ:q:r
TO CL.I\I!V!S . · ;
..
-"'"" Net IQsses during admin/Watoon
A"'e"Jtl
r:o. --------. -----~ -.. __ ------..--..-----------------l
N $ .. jO 'I . ~~ . E
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TOTAL (also enter under the Recapitulation, Schedule 0) $ --o--I ltmt
AI!!Otlnt
P:IJ~
E•penses Incurred on adm.nisterong property not subject to claims (Indicate whether estimated, aareed upon, or paid.) -1 ..
$ ..
N ' ' ' 0 .
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TOTAL (also e'?ter under the R~c:apllulahon, Sc:hedulf! 0~ .. $ --0-~·
r""''--•--.-...-
-... _ (II more space Is neado<l, rnsert addotional ahoots ur sante tile)
ES'TA.TE CF _____ J?.9l!l.mJ~-~ . .fiJ.,~_QJIL ............................ ___________________ _ . ~ '
Schedule ~p~~-21·
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. BEQUESTS, ETC., TO SU:~~~~:~~~U: <MARITAL DEDUCTION)· . . "' • • r
.If tho·decedent died testate, the person or persons filing the return should answer the following qhestions. Only tru'estion 4 a.h~~ld ·,'' •·;.··~,'
bo annwered in case the decedent died intestate. If the answer to any question is "Yes," full details should be suhmiftCid '11ilh, .• ·•· · 1 •tho retum, . • , ' I ' ·
••--'*'7:. •-· "L
l. Has any action Leen lnclilutud to conleJt the will or any provision thereof affecting any property interest listed on ·.·O '~~'es .. ,i ·..,~'· 1. 1 . this schedule or lor construction of the will or any such provision? 1• el ~,.... 1·' --------·----·-------·---=------------~--.._,.....,--..,...~
2o.. Hod the surviving spou~e the right to declare an election between (i) th~ provisions made in his or· her favor by the ; ~ '
will and (ii) dower, curtesy, or n statutory interest? •· ~. Y~ ,0· No
·~. ,lt a~ ~q~~;ii~;;2~\;-::y;s:-has.ihe surviving s;~-;:;;; re119.unced the :,;~1 and elected IZc~-Elect~talce ~nde:-
to take dower, curtesy, or a statutory interest? [] Yes t] No the will. · • ~ Yes 0 No .
-~----·--------· --.... --. -····--------··-~
H. DOes the surviving spouse· contemplate renouncing the will and electing to take dower, curtesy, or a
statutcry !uterect? · ,
'"-,.---·------. -·
·3.·Aoccrding to the information and belief of the person or persons filing the return, is anyactiori described under
question l designed or contemplated? ... --------· ---· .. . ~-· -~-----.......-·------
0 Ye.s aJ No
0 Yes tJ No.
. . ' ~
. '
. ?
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oO, According !o the information and belief of such person or persons, has any person other than the surviving spouse
· asserted (or is any such assertion conlempluted) a right to any property intere~t listed on this schedule, other than· ':•· .,
as irdicatE-d under questions 1 or 3? 0 Yes• ·~No' · '
Description of properly interests passing to surviv1ng spouse
·I Real El:tatl! -SchedulP.' A
2 Stocks & ~onds Schedule J:.
J :t-~ortgar,es, Notes ~" Cash Schedule C
.' · .. · 4 , Jointly Ol-med property -Sctfedule D
5 Othe~ Miscellaneous Property-Schedule F
' · .
I 5B,250.00
'
jl. 51,980.63
225,753.79
219,821.55
,J'I· •
'• .'975.po· I'
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·-· ---.-----· .. ·-· --·-·--.. -· -· ·-· -·-------· --
TOTAL. ..... :. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Less: (a) Federal estate tax pay~ble out of above-listed properly interests .............. 1-83, 402 .],7
(h) Other duolh lax<'o puyabla out alabove.llatod properly fnfurullls ..... , ........ I__ ............ ..
· Total o! items (a} and (b) .......................................................... , ............... .
~---=N.:et yc:_l;1e cf above-listed_property interests (also enter under the Recapitulation, Schedule 0) ............... .
. ~---. (li-~o;~·sp~c~ is n~ed;d, in;;,t ~ddilio~al sheets oi sa;;;; size) .. -~ . ~· • ·---·-
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~3.l!0~_17
473,37~.80
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' ESTATE'OF .... Dar.inick Falconi Schedule M ·Parp ~9
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SCHEDULE 0
RECAPITULATION
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~ ' , • ~';'· GroS)I estate • Alternate value V~lue 11 d1tt ol death . , :, 1 ,: ~ • '.• J
~~------~---.,.-----------------.,.------~---1------,--:--l"-.............. -~-+.,...~_....,.· . ' · · ·1. · · • ··
, 1 'II-. 1,.: ' '
Real 'estate.; ... · ...........•.................................................. · ... $-r··---·~-~·_.: __________ ·$ .... 2~.;~g5~V"Q.O;· · . ,,
• I I ·-,' t IJ.
1 • • . • 51''980 63:. I' Stpcb and bonds ... , ............................................................ -~,-----·-------;-----------------~-:.! ... ~.--!..--.' , . ,, D ..
C M~ges, .notes: and cash.: ..... , ...... : ........ : ................................................... : ....... ~---gg_5.'-J,23_·!_J~ ·' . .
D :InsUrance ... : ............................... : . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . ---------·-----------------------~:'-~-=--~.:-... ·· ··1
E Jo'.nlly· owned property ............................................................. --'-----------··----------.... ?.!9..~_§_gJ:_!_'~S ,I
' " ·, .
F . ' . ,975 o'/00. _____________________ .;; ___ ............ .1 ........... ., ........... ~ ..... :..t ..... ~~
' .
. Other' miscellaneous property ........................... : ....................... : .. .
Transfers during decedent's life .........................•...........................
· · · · ·251 .. 177· :4a-'·
........................................................ !. ..................... ~ ..... !. ....... -~~~--'.' • I '1(: .o .,. ' ' . ,''
PowEr."S of appainbnent ........................................................... . ·~o--~· ..
... ........................ ~-------···--............................ ,,._ ........ ._. ..
Annuities ............... , ................................................. · ....... . -0-..
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. ..
TOTAL GROSS ESTATE .......................................................... $ $813,958 .·3'( :. 1
Deductions
' ~ : ; .. Slhed·· u!! -----1--~----~--~----------------------------------------------------l--------------,,-~--~~--~·'
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1. Funeral expenses and' expenses Incurred In administering property subject to claims.. $3.~...r-.§~Q.!~Q_Q_
10 124.44 2. Debts of decedent. ............................. : ................................ --------~-·---------------
3. Mortgages and .liens ............................. ~ .............•..............
,, 4. Toldl of items 1 through· 3 .................................................. , .. . ..
· 5. Allowable amount of .deduCtions from Item 4 (see note•) ..... , .................... · ..
-0-
$4~.8?4.44
$!-!.3.~.~-Q~-~-~-~-
~-N'et losses during administration ............................................ : .......... :::9:::.:c .... ~-----
· ?. Expenses incurred in administering property not subject to claims ............ , ..... . -0-
B. Total of items 5 through 7 ................................... , .............. : .. .
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f;l !. 9. Bequests, e'tc., to surviving spouse ........... : ............................ · .. .. .. $.5.2§!.~~_9_!_2~~ ,; '
jw. 1\djwrted"""' ..tal• (•oo nolo .. ) ....•......... _. .................... : ............. 7ZQ!..~5.;!~_2l ·. ," ':·· ·,. ",: • }.''
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N !.12. Charitable, public, and similar gilts and bequests. , . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1
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TOTAL ALLO~=· DEDUCTIONS, exc;ept exemptim: (tot: :n: ~~. ond 12) .............. · ..... :., .. $428·, 88~ ~··4l, .. ·~ .. ~: ·.
•Ncte.--See paragraph 1 of the instructions. • •·
. ...Note.--E:•ter at item 10 the excess of "TOTAL GROSS ESTATE" over item 8, if the decedent and his surviving ~paUl¥' at no tinl3' hefd
prcperlyas commur.ity property. If property was ever held as community property, compute the "Adjusted grossi'!slate" (it~m lO) in acCQrd-
ance with the instructions and example on page 32, and attach an additional sheet showing such computation. ·
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REAL F.STf.TE ' : ,~ .. :· :-... :-..:i;r.~. ;' . /.
Old tll~ 'd:ci.~-;~, at th-;t;;;'~f"hi~th:·;~~;-;;;I~;;t'~!;;;;;-1-;od to~~;;'iudeci!;ihe g~~7si~Te?s~; G~-n--er_a_l__..-. -.'-7:-~ 1'=7; :•t. '1 · t
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. •'!f! DoscriplioA . . SubnqueAI valua· Alternate value ~atu' el d~;e,'~: ~a~ '' ' ' ' ;' ~·~· _ lion date · l ' '
~~~------------------------------------------------------------l--------------------r4'~··~·· · 1 All that certain tract of land situate in· $ . $ · · ~~,.' '\: .'0 ,.,;.t '"''~
•· J r.hartiers Tvlp, \'iashin.r-;ton Co., Pa., containing · · · ··· •..1 . (.' · 1• • : ... :t
1..... _,, • ~-""" .~ ~~t.~ ~~ .. '!.~.,;( . . '· an area of 2 acres, more or less, as:. the same .•.~.·· ',• · . ..,
t "'" .... .. t t • . I ; :·. ·· is .more particularly bounded and described of .. ·,..! "' : .·· ~··:.,,, · ·,, · t
. record in the Recorders Office of Washington · . ::51~-~~·· :.t ; . ·~;,' .9
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Co., Pa. in Deed Book Vol. 8h2, page 13 '.' .... , .. . .'l~
Assessed Value $ 60.00 ' $l,OOO~·oo · . 1,
All that certain tract of ground situate
in Cl'.artiers T;.rp., Vfashington Co., Pa. being
known as Lots 69 ~~d 70 in the Hallam Addition
of record in Plan Dook 4; paKes 98' and 99, ana.
more particularly bounded and described of
record in the Recorder's Office of Washington
Co., Pa. in Deed Book 1181, page 545 •
P:ssessed Value House 1, 235
Lots __2@
Total 1,f75
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'•1 t • 11 ' • ., All that certain lot of ground situate in,
the village o.f Kindredville, Chartiers T· .. rp.,
\>/ashi~gton C6unty, Pa. more particularly
bounde·l and <i.escribed of record in the
Recorder's Office of IJashington Co., Pa. in
Deed .2ool~ Vol. 1153, p~ge 697 •
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Assessed Ve1luo House 315.00
Lot }780.00
Total 795.00
All that certain Jot of Ground oituato in
t!:e ?irst ~·lard of the Borough oi' Ca.nom:;bm·g,
Uashington Co., Pa. being more particularly
bounded and describ.-~d of record in the
Recorder's Office of Hash:i.ngton Co., Pa. in
Deed Fook Vol. 1127, Page 15
Assessed Value :t 405.00
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(It more space is n• cdcd, inset! adJilional shouts of samo size) ----'--:.;::...-.':'... . I. ._. '':· 1,.
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GROSS ESTATE
SCHE_DiiT.E A
HEAL ESTATE PAGE 3 ..
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Value at Date of Do:t.h' · .. • ,1 _...,.,...,... ', ; I
,Ul ti:aL (:t:i'La.~.ii i..1-t1Ct vf :d.•id :.iitua.tc in
~lortl: ~:itrabane ·.~mm;;h.i p, ~Jashil•6~~-r1 v.::.., Pa. containing ~ acrf3 more or less. ( 3ee Deed Book Vol 776, Page 298)
Ass·~3S0:i Value ;,t:.15 .00
.\11 those three certain tracts of land sHuate
i~ l,orti1 :..:r.rabone Tm-l)'whip, ltlash:i.ngton Co., Pa. being
rr.or~ p.;,rtic:ularly described of record in the office of
the i\.ecorder of Deeds of Washington Co., 'Pa. in Deed
Boo]( Vol 771, Paee 562
AssHssed Value $105.00
All that certain tract of land situate in North
Str.:J.bane Tov.r:nship, .1/Jashington Co., Pa. containirrg .2
· P.cres. (f.~c:. Do.ed Book Vol. 771, Page ·j65).
Assessed '!\llue $ 180.00
~-
All :-tis undivided one'~ half int€'rest in and to
that .certa:i n tract of land situate in N~rth Franklin
'l'ot-:nship, \11/ashlngtoh Go., Pa containing· 0.88 Acres
:?Urf:H:e. (See Deed Book Vol. 8h3, Page 235 ).
As:;esscd Value $35.00
All his undivided one-half interest in·and to
all that certain trA.ct of land situate in North Franklin
Twp., Hashington Co., Pa. cont-aining 1.12 .Acres sur.face.
(3ee Deed Book 8h3, Pa_r;e ;235).
J,ssessed V:tlue $ 3).00
All that certain tract of land situate in South
Strabane Tovmship, Hashington Co., Pa. containing and·
orir,inal Acreage of 20.55 and nc1.,r a final acreage of
3.55. (;>ee Deed Book Vol. 736, Page 677).
f~SSFJSBed Value $195.00
All that certain tra:ct o.f lnnd situate in South
. . . .
, ..
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Strabane Tm-m8hip, \vashington Co., Pa. containing · ·:r
2 A--:res more or less. (See Deed Book Voll068,. Pa,ge 387)~-
Assessed Value $ 45.00 '
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.Gl t!-,r~t r:P.r:~a~.':'l trA.ct. of 1a!!d
Tmm::;!-".ip, ~-.r<"'l~>l"..i ngton Co., Pa. being
1., r;, .-.,_.; () ;-wd port:i on~; of P;;.rcP.ls
::i 7 e:.·.rn · . .,J a.n d' recGrd in Plan Book
( :Jec~ De~:d ;),)0'-'
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9='.~~, P2.gc~ :;,Joo.oo 57"3).
Valt;,.:; at
situate in Soffiers~t
k1own as parcels No:;.
::os. l, 2, & 3 jn the
G, P;:.ges 30 .s.nd Jl.
All t.!1-1.t c1~:rtai.n lot of ground si i..uate in the Tr.ird
:·Jarrj of the City of 't!ash::l.ngton Co., Pa. having erected
~~~r~0n a bri~k buiJdin~. (Sae Deed Book Vol 9~3, P~~c
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BuHJing
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2,165.0C
_h30.()0
2,595.00
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GROSS .t<:STATE
SCHEDUC;; A
HEAL f:~: fl.'i'E
PAGE
All that ~erta5.;J tr::tct of J.and si tuatc in Some'inset
Township, vJa.shington Co., Pa. being known as parcels ll!os •
4, :;, and 6 and portions of Parcels Nos. 1, 2, & J·in the
Hi I.a!·Jn Plan of' record in Plan Book 6, Pages 30 and 31.
( 3ce Deed Book 913, Page 573).
Assessed Value ~~300.00
All th::tt certain lot of ground situate in the 'rhird ~Jard of the City of Washington Co., Pa. having erected th~rcon a brick building. (See Deed Book Vol 963, PaEe 137 ).
/\ssessr-yi V.'lJ.ue Bujlcling
Lot
.T,otal
2,165.00
430.00
2,595.00
4
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STOCKS AND BONDS ' .. '
~~ Did the decedent, if a resident or ciliz.en of the United Stales, own any stocks or hond3, regardless of physical location, m "
at the time of his doath? · . IL\J Yes .. 0 No ,
.;!. "D~d the decedent, if a nonresident not a citizen of the Unih;d S~alen, own, at tho lime of his death, any stocks of corpo-· ro'ion~ oqar:izt:.d in the Uni•ed States or bonds ritu•Ited in the United Sta!::n as expln!ned in the instructiom>? · 0 y;_;· ~ J No --------., ~, _______ , __ ~-_____ ...,.. ___ ....... .-.,....
Desttiption (oncluding face amount of bonds or number of shares) P;:r I Uuil value Subs~i~~c~!{ealua-
--------·---··---------------------1-----1
. 1 U:GTED S'l'.\1"-..::S OF AMERICA SAVINGS JJ tiDS $
DATE
1o ... 28-58
lo-28-58
10-28 ... _58
10-28-58
10-30-58
10-30..58
lQ-30-~8
SERTI;S"'iiL·•
SERIES NO.
Q1bfi621 o4o8E
Ql64!158257~.lt!:
<116hh5fl2578E
Ql6462l0407E
Q1655.t69lS2E
Q165.57691.53E
Ql65.5769l.55:£t;
STCCK
Turtocast IndUStry is now ch~need
to National Banner-l_,OGO S'v1!'l'S of
Con:.1on Stoek .
. Altern3tc val~e
---~---$
c ~·;;.co .. 5.co .. ?~.co
?5 .. r.~·
·~5 .. 0oJ
2S .. o-:
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Jessop Stc:;l .. 200 Shar~s..Comtnori' S ock · s;o2s.oo
Columbia .lt!>vall Oil Co. -31 000 Sh rl!'s
C01!'::-:on Stook
~ .. ~ . . .,
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j Country Eell Co. -50 Shares -Con•J'On
, ~toe:~
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1 Grend Dcpo~it f·~ining Co .... 90 Ehar a
cO.roon Stock l
Leynl hn~Lr. Life Ins. c~~ .. 6? Sh3~ OS
Com!t!O!l St~k
1·Iajcs'~:;.c ~clio & Tel -200 S.iwr~s
Co:r.mon Stock
Hctionol \-'ira Pro of l·~d •... 2,800 s: .. nr0S
Cor.;mon Stoe!c
Pro·Jidotnt Fund fm· Inc. Tl.:lx ... 4Rl Shnre3
C a:"':.-. on S t(X' !t
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No Value
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Tintic Led. Co.-500 Shares·
Co;.:!;On Stock
Union Dairy Farmors Co-op -70· Sharoa
' · Cv.ll' .. :uon Stock
U::tion National bank -26 Shares
Cc.-.r:on Stool~
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VALUE AT DATE OF m;ATI'
$ No V~lu.
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· ·t. •• •. • JOlN'.:'L~l' ttJJ;m pnnPE..'1"l'Y · · · ' · :1 I
·-:----::-:--70-:-:---.-.--.,.--:-:---.:..._, :------:----:-;---:~~:-:-------...... -......:....~ ·-: ' , : ;I I '.' ') -~-1: J r! ~~edcnt, at the time of h1s death, own nny-p ·'P'-'I'ty as a joint t£.1unt or as a tem~ot by the entire.y, • O 1.•, ! • , -, \-.:;;:tt of .nurv!,·ord-Jp? _ . . -· · _ . .•. •. -E:) Yes,-r.
· ~~-.," •· .::t.J the l'cme and addM1S of each survk'nC! cot~n..,,rt , · .. • · · · --------,....---' ----..,::.~--~ ADf>RE~S (ltnr.:b::r, ~c~t. city, St.~'-e~d f\:d'llll P cdr.) ~ ....... ---------------~-----.1-------------,.--:.......---__,..---:....,._.J...! --...--· .. ---------f'/,h~£ '
' .. .. ----..... -' ·: i
R.. D. /Jl, d ahonsbu'rg; · P.orina~ ... ' • . , --!----,_-'---='--_-, ~------:-. =,-=--------:--:r--'-;;..._-
'\ .. ------~--~-------------------------~~--~~----~-----~--~~----------~----------. I 0 1 . Su~se~uznt valua-• ( ' · ·~ 1-------------~r_.,r_,_'_'~-~------------__ t_•J_n_ar_.to--I--'--A-It_u_na_tJ_v_ar_ue __ 1 __ v:.._:_•~'~---"~;~
---;-\ All-that cr;rtnin tra.ct. of land <iitt:ate
;n:rt.J.:r in CGcil Tm·m~;hip and p~n-tJ.~r in Cha1¥tie:t:"~
~ :Jtn<:.hip,. vla.sh~..n~ton County~ Pc. veat;cd :i.n
. ,
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Dc"'~~nic Falconi. and J•:mt1ie )"alconi, · hig vdfo,
r-; t.caants by the cntiret.ico, GD.id deed bej.ng or
ll''S•.ord in the Office of the R<Jco:tdc·· o.f' Deeds
f ~f Eif. id ~·:~shin~tJon Ccunty, Pemla., j n Doed
~o!c 1To L 71: 1,; P<1g~ !.;r;. j ~.):-. Follcu4n.r~ is :-;itu:::.te in Cecil '.['o::nd-.ip: i 2 ::J"':.ory B1•i.ck llous~
l Sto!'IJ h otH>e
:·' . I 'r:1e follouin.g :i.:J situat.•;)'-' in Ch ·i·~~:,e:rs
·
1
to.,.'llship:
2 Stor,y· Fram~ House l
f.
l
1 A:i 1 th:x-':. ~erta.in lo·~ of !:l'O~m~ rd:!:.:.111tc i.n 1
1:'·" ;;'ir-Gt :•lc.rd of the ·B:.:.rcu~h ci C:>llt':~~b:~;;-p;;
~ t1:,:t.::'l CoP.lt,y,. Penn··;, 1·~no~'l1 f.'n ~-::.'..; J:o .. 1
II : ; ! ·; h~ ,; • h. ~!cC o~no11 Plan. m.o.re y:.a.~ d.cn:'.J.l'lv
~··1:-~r;d end deccribc.d of rc.corr)_ :l,n :.,;:w o.f.fi<.:o
1 or ... r.~ Recorder of Dc~ds of. '.!ar;~i.:1r;ton Ccunty,
1::o:-~.:1a. in Deed Book 833, Page 32 ..
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22,256.00
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15,29 4~50.
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f· ·~-;·.---~---------------~----~--------------------------~------~-~-t-----~--------11-------
-------.r----___!OTAL (also onter und:tr t~o P.ocapitulation, Schedule 0) $ 219,82 1.55
(It moru tpnco il ne~dtd, lnsc.-t ad;JUOIIAI :.hc1!ll ~;1 ume size)
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sr.Ht:DUtR 8
JOINTI,Y mJNF.D PROPER'l'Y
,
1:o.r"''~g'l_!',et -Jcint h'ith Jennie Falconi -Nife
,Too :>e"i.l.d.t:i
S. Central Aveuue
Canor~sLurg, P~r:na. -1·Jashin3ton Co. 1•i13 66J,Pg. 473 .
:\n1rc•" l~a1•osL:i.li
::a: '1ir..j-: on, i'enn~ .•
:Jtm.lev i\•.:v·.:wvich
·lrJ 1;. ~.:-4./~.r:! .Jt),c;crt
unrecorded
l:ou::;:.rjn, Per,r.a* ·.vashington Co. ,Jffi 653 P~;. 1
T:on Paris
P. o. Box
l·!e:;:;tl:md, Penna -1;lashing~on Co., DB ll84,Pg~6 (Agm.t)
~~~~r:~;::-; ~:.tt~~l~
:1. D. ,:1l
Eighty-.?our, Pa. -Unrecorded
Hers!10ll & Pauline· \'{<'!..Hero
!·!ashinKton, P:;nna • .:1·!ashington Co .. ,HB 526, Pg.679
1-!o.rt~w;cs -Joint 1d.th Philli:J· Falconi
:ltlintoll Patterson -Wa:::;h..ington Co. ,HB 678, Pg.671
Joe ,.cil;:t:Li
Sou~.h Centr.:tl Avn;
Canonsbu~·e, Pa.,-Hanhington ()o.., }ffi 675-Pg.~36J
HoLes -Joint ... n.th Jennie, Falconi -v!ife
t'~ry Blaz~r
Hc..sr.ine-1:-or., Penna -Unrecorded
· DmL..Url~on :::.upply & Equipment Co.
:anon.>'Jur-:~, Penna -0nrecorded
b. &. P i··aJ.coni
1!Elndr..rson Ave.
~lashington, Penna Unrecoro~d·
(~a.sper I·!arachetti
140 Hiebland Ave.
~·lashinr;ton, Penna. -Unrecorded
A•1':>rcy Hi:egcnbothnm
20 R:i.dcf~ Avo.
Ha:.:l.ingt.on, I"c.:.:ilna.-Ur.r~c.:;,:rdeJ
Bes~ie & Fred Hughes·
C ;~.nun::;bur,~, Penna. Unrecorded .
2rnzst l~a.i..al.e
2e :~ast n kc St..
Cl?.nonsburg', Pn. -Unrecorded
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-lJ J.lu e at Date o C t~· ..:.!di . . I
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~~· 7, 780.91
13, 695.M· . ' ..
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DescriP-tion
Alex: Piochnick
::eadmrln.nds, PJima Unrecord~d
:Robert J paci:'lni
i iustJ 1 ?erma -Unrecorded
Joe ~acco
:"toutc 18
".!?.shington, Penna Unrecorded
Jo!m Tc1esko
13 l:organ St.
Canon.:>-ourg, Penna -Unrecorded
Gerardus H. Va.11doJ'lee
22 N. Centro.-1 A~1e.
Canonnbn·~r~, Pc;1nu -· unrecorded
I . ,
Pago'J
..
Sales Agreements"-Joint rdth Jennie Falconi--Hife
Ja:r,e'n Bailey · t
:·:oa.dcHl:'!-nd, Fenno. -Vhshin~~ton. County DB 991-158
: ran;~ .3c!llbar:l
795 i•:·.-Lng st.
~1aohingi.on, Pcnna-'V'lash:i ngton Count~r DB 109h-142
.~rthur Kemp
AdAr,,r, Avr;,
Canonsb,t.r-g, Pa.-Fashin~ton County DB 755-115
·Tho:'rL:-;.s Prince
?.-J,ck Avr: •
. (anonsburg, ~~-Wa~hington County DB 927-595
Vcr.<c..l G:1J.J m·rey
G<ulonsburg, Pa..-~"lashington County DB 986-413
Stock...;-Joint 1dth JP.nn:i. e Falconi -1"/ife
Eight~r-Four Auction ... 54 Shares C:o:nmon ~)tock
Bank /..ccoun}. -Jcint i·Tlth Ph:Dlip Falconi
/~t U.o U.-lion !'lational Bank, Cecil, Pa •.
Lincoln r.r::.lJ, -Q Interest in Lincoln Grill.
trJget)1el~ wi. th !larry Cros::;on, 11~2 Hi.grJ.nnd
Ave., ~'laspin~ton, Penna
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1,250.0G
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SCHEDULE N
CHARITABLE, PUBLIC, AND SIMILAR GIFTS AND BEQUESTS
If the transfer was made by will-
. (::t) H-..1s cny action been in>fituted to have i:"ttP.rpreted or to contest the will or any provision thereof affecting the
chari\'1-b\e deductions cluitncd in this ~chedulu?
(D} According to the information and bolicf of the person or per!;On" lilinq the return, is any such action designed
or contemrla:cd?
Name and address of beneficiary Chara~ler cl ir.stiluliuo
N
0
E
TOTAL ........ , ......•.... : ..................................................... , ........... .
LeiJ:J: (o} J.'ocior•d P:otnt.; lox pqy<JIJI<· 01Ji olni,()Vr) li,trvlt•l"·f'"rlY intercnt:: ... · ......... -~-i-~:·--··.·---~:~:~ ---~
(b) Other deuth taxes payable out of above-listed property interests ............. .:.:. ............... _.==·.:
I .
0 Yes
Amount
$
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Total of i~ms (a) and (b) .......................................... · ..................... · .... , ..... .' ·t---~---
(If more space 1s needed, insert additional shcrls of same size)
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.r GCHEDULE P ·i :.aJ,;·;·tl
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TAXABLE ESTATE-RESIDENT OR CITIZEN ·~.f'·
J~tructiorus.-This Schedule Should be Used only for th~ .Estate of ci Resident or Cit~zen of the United Stcit~ll ' , , ·. :' · ·
. ' . I . -~:'•. •';~·~ t
'}~,.' ' • t 1. TotalgrbSsestate ........... :................................................................ ..1 $813;958.37 · .. ' .... . ' . ' . ' ' -,-428 881 41
'•
. '· !.,. !otal ~~Iowable deduchons .................................. : ... · . ~ ...... : : ......... _ .... -~ . . . ... , ---•. -· -
3. ~plion ...... , ......... , ................. -, ........................ ,.. ... . . . . . . . . . . . . ..60,000.00 . . J
·.
/; 1.'
:: t::~~::::s(~~: ~x;::t;oi~~~-~;: :::: :·:: :::::::::: ::·::: ::::::: ·: :::::::::::::::: :·: :::::::::::: := -1~§:~iA:~~ ·t . ..
TAXABLE ESTATE-NONRESIDENT NOT A CITIZEN OF THE UNITED STATES
..... ~ -, ' . '·' ~ .. f
-. , ·• I wb'uctions.--:-his schedule should be used only for the estate of ~ nonresident not a citizen of the United States. See insf..~ctim'ts .J
• · ' · un::!e::-"D;dudion of adndli~.i3!ration1· expenses, chlain.s, de." fonhpage 39d. See a1ls1o 1instrhucp,ons undder "Exemptio,l,l"I. ofnd paqe 3~ for ' ·}
· or::ct::1t re e:,er:'lptbn an name~ a countries, t e estates o w ose resi ents qua i y or t e prorate exemption. ecedent wqs 1 1 · " .domiciled in Canada and died after December 31, 1958, see "Convention with Canada" on page 39 regarding special exempUoih · ~o>
, ' '· · and ta.x computation. Use Form 706g (Schedule 0 (2)) instead of Schedule 0 in case of decedent who at the time of hia doath ;,
'was domiciled in France or Greece and was not a citizen of the United States. (If the "prorated exemption'' is claimed und~r the :· ·l
Joponeze con:v(:ntion, the numerat(Jr of ihr. fraction set forth in item 'J is the value of the properly situatl'!u in the United Stole'S and subjl)<;:!ed .. ,
, • to tax by both Japon and the Uni!ed States.) The vulue to be entered lor item 2 includ~,:s real property situated outside of th\), United St"tes . 1 , • , ~· .. • · ·u required to ~ included in I he gross estote by General ln~truction I. p'lge 4. . ·' 1 ·.• :•
' ' / . .' : ' .. · ' . ~. .. ... ~ ..
, • " • , ·, '· • ,1 I i $ _______ ..... J.!.-.. ~---; '" !/ ~ '· I. Value ~f gross estate in the United States (Schedules A, B, C, 'o, E, F, G, H, and f).: ................. : ......... .
· . a. Vclu?o! qross estotf! outside l~e United Statc3 (rr.ust 'ue supporied by proof described in instructions uzider "Deduction . · ·· · , ·· •. ':l
. 1 · •of administration expenses, doims, etc:.," on paqe 39) ......................................... ·:.............. .
' 2. Volue <J to!al qross et;lote wl;omv•·Jr situotcd (Item 1 plus Item 2) ....................... ; ........ _. .. ,... . . • . . $ '. ; ; . .. . .1
·• ' {., Grass dduc:icns under Schedules I. K, and L ........ · · · · · · · · · · · · · · · · · · · · · · · · · · · · · · · · · · · · · · · · · · · · · · · · · · · · · · $ · f ' ' . . • ,. • i
!J. Net deductior.s under Schedules J, K. and L (that proportion of item 4 that item I bears to item 3) ..... .-....... :. . . . $~.:---~~-~~~r~·-·t'-~ · )' ' ;\ ~~ c:r.arilabk pubhc, and similar gifts and bequers (Schedule N) .................... : .... : ........... .' ..... ' .. ; . : .... 7T··-;rr---~--...,.·-;·. ..~ · · : ·~
! .. Exemption of.$2.000 (in estates qualifyinq for "prorated exemption," use $2,000 · , . . · .~" ''·:;;,.; · •; 1 ~
I i'tem 1 , · / · · • . .. '> ~ or --X $60,000, whichever is the greater) ......... ·, ..... , .............................. , .......... : .... ;:... ____ ..,;.;_...,_. '· . . 1 . ,item 3 , .. \'· .. · ·: ~I:, , .j
·,; ,i ·, .' . \.. 8. T~tal deductions plus exemption (item 5 plus items 6 and 7) ..................... · .............................. · '$-~..:.,---.--
D.' taxable estate (item 1 rninus item 8) ...................................... · ................ : ............... $ · ·~ ,' I ,, ,i
SCHEDULER
CREDIT FOR TAX ON PRIOR TRANSFERS '·'
N<;u:r.e of transferor .. . , ' ~·~: ;4 <,·r:,>:-•~
f ~ ' ~ .... . • ,I
.l,f_• ., •• ' ',1 · ... ·~ ! . \ .. ' ~ •
COMPUTATION OF THE .CREDIT ·: : •. ';·:'·::
-~~:~!~~.e::~~:~o~·~ -T~-~-~~.~R~~~-~-R~-N~Ir:R.~ ........... ·,·.; ........................... $ ____ ·'T';···._,·; .. -.~_.· ' ',. j
,. 4 ··a; 'Valu~ oltrOnsf•!rO!''s e~toto (odjustod in accordunce with instructions for Item 2): ................. .' .......... :. $--~--...-·· .J.,.·..,,. ''',··,
" . · • .· 'J; Tax ~n ·t~ansl~ror's. estate (adjuslou in occorduncA with instructions for Hem 3)·.............................. .. . $ ••. . : :~ \' :~\ \
~.· •.t Tr1;msferor's tax on prior transfers (proportion of item 3 which item I bears to item 2) ............. , ............ · $ • ..
, ~ [:±:::~~;,~~~~~'~:::'~~:~:::d~' th;, '"hodul• •• , •••••••••.•••• :. : ••••• , • :_·_.. ___ -_:_·, ... · .. · .... · ... : ', .: :::'·. :~,,:\1
·1. Transfen:ie's deduc!ions (adjusted in accordance with instructions for item 7) ....... : ..... : . . . . . . . . . . . . . . . . . . . . . .. ' ·! J n·~-.T· f ' d c d to able estate (t'te 6 m1·nus 1'tem 7) .. · • $-~-·-.. •.-.:.: __ ·~·~ ..... ..:._1J:..: __ -._ .. r. ,.." · ;1~~ .,. ra."ls ere<e £ re u e x m ................. , ....................... ".. .. .. . .. .. ______ __ _, _____ _ . . , .
. i' . .~ ~;.: •.· .-.~-~ :'.!), Tax_on reduced taxable estate ...... -~ ................................................ .' ............... _. ... ·.·
JJ,; Ttansleree's tor. on prior transfers (item 5 minus item 9) ................................................ , .. :. $ __ ..._.....,..,...;,~"" • 'I: d,: ,•
.. :.:PART t~I-cREDIT ALLOWABLE -.'·\ ~ :\:
1
: •• 1},, 1 ;,'~.~~
.u.:Max!murn amount before appliccition of pl'lrcontoqfl roquirement (ltmn 4 or 1tom 10, whi~hovnr is smaller)~ ........ $_•;.;.·---·.,.·~~-·' "· · ,. ·
I t "I 'a•' ot ~ :'): 12. Pefc~nt allowable is----------..... ·· 1. ' , •
13.. Creoit allowable (item 12 X item ll) .................................................. , .•..... :. . . . . . . . . . . $ •' · ·1f.:' ., .. • :: .• :· -.,;;.;;...;:~~~.:::__,;:.::;,:;.:_.:.:~~.;:;_:..:..__;,~~:..;..;__;,.;_.;___;,_;...;_.;___;,__;,...;___;,.;_;_...;_.;___;,.;..:_.:..:..;.,:_;.;_;_.;..:_;..:..;..:..,:..;_;_.:..;..;..:..;__;,.;..:_.:..;..;..:..;__;,_:., _____ ,..,_ "".,:,..,._·: •••. ~ • ·~ .t .• ,; ! . ,; ..
I' .w,. I 0 I I . , \ '0 q I ' IIi ~ ~~ i ~,,
Schedule P, Q, and R-f:>!lge s& I •'' ···r
. .. • . . •.. , · Ff'h ·:·;t~.: :~
..... :., ..O.l~ .. , .... ,.:··!' .••• ,j . ';.· -~~~:c_';-:.;,_~ . :....:.;lj
....... _ ·-. '
Tron....feror's roside'nco at limo of doalh ...
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SCHEDULES
CREDIT FOR FOREIGN DEATH. TAXES
. ~ ·, . " . ·; ~·
U~t all ~f !he. foreign countries tc which death taxes have been paid, credit for the payment ofwhich is claimed on this retu~~ ----'-~~·-i-·~·.< ,:~ 1
.... ~~--------------------.. ---_. _______ ------·-.-.. ---.. -.. , .. -------. -------------. ---.-------------------------------------------------------------------------.. :: ____________ ~-~} __ ·_,. ::. ·.: : f'
li credit is claim<>:i lor death !axes pnid to more than one foreiqn country, compute the credit for taxes paid to one country on this sheet.a.qdt · · · ... ·:.;·:·l·~ ·use a Eeparotc copy of ScheduleS for eoch of the ot~er countries. The coj')ie~ of ScheduleS on which the additional co~putations, ore m~!!le'
should. oo ottochPd hereto. ~ . . . . . •, ; , , ~ . • .'--;,.r1: ·~.;,.. ~ ... •.: ~·~\ ~ .. ----.. -------------------------·--------------------·--------····--···-J· ·.;.; ~ (Noma of death \ox or trues) · , , , -' '' · , • • . · ~ -~~-------·.-------·-·----............. ____ ......... -------------'---------.. .,----~--imposed in ---------. ____________ : _______ (N;;-;;,~-~j-~~.;;.i~i-----:~.':;.;~:~~-~---~~~-~:~. ·•· ·! :: :: :~
c~~~ is computed und-:r the -.--------------.. --------------. ____________ : _____________ ------------------.. -----------------___ _. _________________________ .'J.~,.:.,~~;~:~·i~ ::'·i: ,· : f. :'
' ' • .. (ln"erl "troaty" or "statute") · " · ·' • .. . .·· · • . • 1t.
'4' ' ··,. t'\. 1.7
l •• • ••• J ~ • -~. ·r
,<,\i(' ~ :,· •:.: ,. l .. . . . ·~ ..... \•. ( ·.· :·i .. ( '"'
• ;. ',' \ , I .·~~ : .···,r·. l•i•'' •·. . . ~ ... ·. , .. , . '·j
., .. : ' t·· ..... _!:*
.1. Amount of estate, inheritance, leqacv and succession taxeR imposed in the above country altdbutable to property ·· · · .1 ·. , r 'f
7. y ~=·~~ili: ::~, ':.::::Y:0:~:.:::·:;::~~,:::h ,::·~:,::~:~:~:: ::.::,~~:,::,::':; defin•d hnta~l•) ••• · :: ;::·: .•.• :.::~::~7
' ' . '1 3. Vobe of property situated m that country, and subjected to death taxes impa~E'd in that country, and indudeJ in. .-· ;,. • , , ·,
the grcSE ~talE' (adju:!ed, if necofsary, in occordance with instruction~ lor iiem 3) ................... ·: .:. . . . • . $ --··----~'::·.~··".1;·~· · : .. :.f,•,
• \ '' of' ··~ t • ' ~ 1 ·'... . •'
• \ ~ i ' ' ~~-;-~·:--·:·:·~~-~. ~: .. '.·~ ~:. :·,
$ . .-.~:~:-~,"--~--·~.~-~;~-~. ' ..
The .croclit (X't"plllod on _this Bl11wf i~ fnr .
COMPUTATION OF THE CREDIT
(All amounts and values shown hereunder must be entered in United States mo~ey)
4. Federal estate tax before allowance of credit for foreign death taxes ..... . ................. ·: ........... .
5. Amount of Federal estate tax attributable to property specified at item 3 (proportion of item '4 thcit item 3 oo~rs·
to iterr. 2) ...................................................... · ................................ , ., . : . _. . . .
6~ Credit for der:~th taxes impo~:ed in the abovu country (item
; ~-·· . ·' ,"'.' ~ I or item 5. whichever is the smaller) ............. .':. $ .. , .. : ..... ,.:;,-~·"~·L;.;. . .
,.
. . . . ,,. _..
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P ' I ., Schedule ~ oge 37~ ; ; 411 . . . . '
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OFFICE PHONE 74~,4690 .; RES. PHONE 745-3535 .•
OFFICEPHONE 341-5577 (PITTSBURGH LINE)
·,
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MICHAEL E. KUSTURISS
. ATTORNEY AT LAW
12 NORTH JEFFERSON AVE.
CANONSBURG. PA. 15317
I • AprJ.l 14, 1972
Andrew Merva
District Supervisor
Sta~e Inheritance Tax Office
Washington, Pennsylvania 15301
Re: Estate of Dominick Falconi
Dear Mr. . Merva: ·
With reference to the items set forth in Schedule 0
of the Federal Estat~ Tax Return filed in the above estate,
.we wish to advise that thes_e items were shown on that'
schedule by reason of the fact that gift taxes·were never
paid on these items by the decedent when he transferred
the same. During the audit made by the Internal· Revenue .,"
Service1 it was agreed to include all these items in
Schedule 0 and .to take care of this matter·and the taxes
in this fashion.
The items set forth in Schedule 0 .of the Federal Estate
Tax Return were transferred for. a period o.f time commencing
from two years to fifteen years prior to the decedent's
death • ... ....
Trusting this clarifies this matter). I rema.in1
Very truly.yours,
MEK/hj
.. ;~ .
.;:. .. -'/.
RCC-81 {6·71)
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF COUNTY COLLECTIONS
HARRISBURG
17127
&iPPLeMe. .. 1"a L
NOTICE OF FILING OF APPRAISEMENT
(Executor or Administrator)
IN YOUR REPLY PLEASE
REFER TO
Inheritance Tax Division
In Re: Estate of
County -File No. _9c.:AA.,•=4'-1•=r:43.L-. _____ _
Dear Y..r •. I>"alconi 1
'.
~~:lir,..,._ You are hereby notified that the r" "----·"'): ill~pll&ement.al
appraisement in the estate of DominicK"F'alconl
has been filed in the office of the Register of Wills of __ .:::~~~a:!!:sl!.!.i~in!.!JFI:>..~to=.!n~-------
County on Mar.ch R&', , 1~~, Said appraisement reflects the following
valuations:
Rea I Estate--------,-.,..----~---
Persona I P roperty ____ -=l::..:0_,9c:<t..:..:2:.:..:Zi~·· -=-•.:::20~---
Transfers _______________ _
Joint I y Owned ------=-=-=--::-=-=--::-:=-----
T ota I ---------=10-'-.""""'9'""'"2"'-.2j=.·: .:.c•20=-=-----
' As to such tax that is paid within three months from date of death, a five (5%)
percent discount is allowable. As to any tax that remains unpaid after nine (9) months
(fifteen months when death occurred from December 22, 1965 to June 16, 1971, inclusive;
and twelve months when death occurred prior to December 22, 1965) from date of death,
interest at the rate of six (6%) percent per annum is charged.
Any party in interest who is aggrieved by an appraisement may appeal therefrom
as provided by law.
Date __ lll_:t_rc_h_2_8_,_l_9_7_2 ___ _ h'Ult.It! J:C DeP.J'UUA Signed ________________ ___
Title A.PPH .. IHS:i:~H ll
PICK UP OF AODI1'IOltJ\L ASSETS OF SCHEDUlE C. lK~RTCAc·.ts HO'Z'S!i, Atm CASR ffiOlt THE
nnERAL E.B'f·i\'IE Ti;T., ~TURN. FIU.D 'y.Jl'l"H 'i.ttE PJW!S'l':.n. OF· HILLS ON MARCH 22, 1972.
Falconi Leaoins not. recot'dod -original ,
Route 18 MobUe Romea 1n poeseeion ot Phillip Falconi, Executor
Note: This is not a bill.
RCC-39 (5-68)
COMMONWEALTH OF PENNSYLVANIA
TRANSFER INHERITANCE TAX
RESIDENT DECEDENT
Estate of FALCONI, DOMINICK
(Last Name) (First Name)
SUMMARY
DATE OF DEATH 8-3-67 FILE NO. 9444.43
(Initial)
REPORT OF INHERITANCE TAX APPRAISER
I, the undersigned duly appointed Inheritance Tax Appraiser in and for the County of ___ :..:C..:.:A:.:.N:..:O..::..N:..:S:..:B:._H..::..R:..:G:.__ ____ _
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 Schedul~j'A'> "B~'' "C", and "E':-
. S'~~·b~
Dated: MifRCH• 28, 1972 11nne.i1Jc. D£ '1naR teL:,
INHERITANCE TAX APPRAISER
REPORT OF THE REGISTER OF WILLS
I, the undersigned duly elected Register of Wills in and for WASHINGTON County, Pennsylvania, do respect-
fully report that I have allowed deductions in the amounts claimed by deponent, except as to those items where a greater or
lesser amount is set forth in the last column to the right in Schedule "F", which greater or lesser amount represents the sum
allowed as a deduction. ·
Dated:-------------
REGISTER OF WILLS
INVENTORY
Real Property (Schedule A)
Personal Property (Schedule B)
Transfers (Schedule C)
VALUE AS REPORTED. VALUE AS APPRAISED VALUE AS REAPPRAISED
$ $ $------------~---.LUI.J1,22j. ~u 109,22.3>. 20
Joint-Held Property (Schedule E)
TOTAL GROSS ASSETS
Less Debts and Deductions
(SCHEDULE F)
CLEAR VALUE OF ESTATE
Valuation of life estates or
FOR USE OF REGISTER ONLY
Taxon$ ________ ~---
Tax on $ -------------+--
.Tax on $ --------~-
Tax on $ ---------~--
~
5%
10%
15%
109,223 •. 20 109,22:3.~ 20
109,223. ~0 109.223. zo
COMPUTATION. OF TAX ' J
$ . ;, ,.
$
$
$
$ Taxon$ ________ ---+--
Exemptions========l== Total Estate ________ --1---
TOTAL TAX
•
$
(*) lAs evidenced by Charitable
Exemption Certificates issued ·
by the Secretary of Revenue.
Less tax previously paid
BALANCE
Less 5% of tax if paid within
3 months after death
BALANCE OF INHERITANCE TAX DUE
Add interest at rate of 6% from
------to -----
$
$
$
AMOUNT OF ESTATE TAX ASSESSED $---------4--
Estate tax paid $ _____ -....~ ___
BALANCE DUE
Add interest at rate of 6% from
$-----~---
-----~·0-----$-------1---
TOTAL TAX BALANCE $ -------+---
pAID $ __________ ....J_ __ _
FOR USE OF REGISTER ONLY ADJUSTMENTS
NOTE: Where subsequent adjustments are made to the above computation of tax by the Register of Wills, for proper reason,
same should be noted below, with short explanation •
. . .
.......
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Will
Administration ( No.
IN THE
. Year ........... .
MATTER OF THE APPRAISEMENT
OF THE
ESTATE OF
DOMINICK FALCONI
·Deceased
Late of. c~m§~t.mG. ......
County of WASHIIDTON
Commonwealth of Pennsylvania
REPORT AND APPRAISAL
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COMMONWEALTH OF PENNSYLV ~.JIA
RESIDEN'r INHERITANCE TAX
$UPPlE~e..1"t~LA.PPRAISEMENT
DATE .... 1n..f/..'B .. ~.b .... ~l.c./.9..?..~ ................. .
DEPARTME'l'~T OF REVENUE
BUREAU OF COUNTY COLLECTIONS
HARRISBURG. PENNA. 1 7 1 2 7
COUNTY .. l.<{.~.J.b ... 1 ... ~.i..I~t~ ........................ .
.......... .......-----------FILE NO •......... 9.'f:..'f~.~ ... 'i .. 3 .............. -................. !
Whereas, .................. .[:b::r.n~.l.7.l.l .. C..K. ......... Ea..6.~.-~.?.! ... L .................................... late of ......... C..a .. ?.J .. Q..'YJS. .. h...~.~-9. ........................................ .
in the County of .................... W..4:S.h ... ~.~J...T..~ .. h ............ , .................................................... Commonwealth of Pennsylvania, having died on
· the ......................... 3 .. R.d.. ................................................. day of .......... 8..4!. .. ':t..~.L .................................. 19 .... ~7, seized and possessed of an estate
subject to Inheritance Tax 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 c<mscionable 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 Valuas Made for Inheritance
Tax Purpoaes
Prc:.K~P or-r:l d cl. ' I• o ha L fi s.se.r s 0 F J c.J.. (~(/. ~Le_ ~ ~ottT9_Q(jes $
·'"YJ o I e .S Ct "ad.. ~a..s h. tRollk 'lh(_ F~J.eA.at... £srt:~rc.. l'f'<t.. Re.'TUR.l'\.
f::i lei t.u, rt. rt.. ~ f?.~q tst'~f\. a F wd l.s (}')\ '""rna It<!~ l..J. 1<172._ • ~UffLt ln'l~V~IQL..
PeRs~"'{j}L-r'/: t..y) (jje S
,:a_ l.. ~ O'J1 I "rJ (J T ~ f'CO(\.d ~<L -0 ~ I e-i l 11DL.
·11 Lao Lef.lSik4' 109 ~23 . ~
·fl? tH.tre.. 11' '1fh o lo t L e.. t~ PoSse..s/oJ'l ct= p;, I L/..1 p
Hom eJ FaLconi -~II(. t cetTo"-.
. {oraL PeR Sc~crL.r'l ~ lll9 12.3 2.e .
fiJ tn ertt.Jt.c... 0 13'rR ,~:r ~t.( f'<2t1.cJtSo R. .
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:---u.hsh._,_~-~:f.~.h ... County
RESIDENT INHERITANCE TAX APPRAISEMENT
. Estate of
.. Dtrm.l.~, .. tc..K .... !. ... rq_~~ .. ~ .. ~ ... t. ..
f \D~~·~~;;;i:
Late 'of
i ...... Ca..l'l .. o.h.~ .. k.~--~·~-,----·····-
Datc of Death, ... , ........ FJ..i?J..9 .. :!>. ....... ltJ.4 .. ?. ................ .
Appraisemellt Dor~et Vol.,· .............. 3..7 ........ , ..... : ........... ..
/----·p~;;, ........ ~ ... ~ .. .!. ...... · ............... No. .:.qY!f.':f ... ~:.lfJ. ........ .
r, ~.
Filed in _Register's Office, i11R.fl.:.~.~--?.;~ .... 19 ... 7 .. ~
Amount of tax due, $ ............................................................. , ...... .
DEPARTMENT OF REVENUE
. ... ··
Received,
Examined and Approved,
Wrote abo.ut Appra.isemen_t,
Appeal f,.om Appraisement,
Entered and charged,
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COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF COUNTY COLLECTIONS
HARRISBURG
17127
April 51 1972
Mr. Andrew J. Merva
District Supervisor
Room 244, Washington Trust Building
S.E. Cor. E. Beau & Main Street
Washington, Pennsylvania 15301
Re: Estate.of Domenick Falconi
File'No. 9444~043
.county of washington
Date of Death 8-3-67
Dear Mr. Merva:
A copy of an Appraisement (RCC-2 form) identified
as a supplemental filed in the above estate on February
22, 1972, bearing your name as the appraiser, was referred
to the writer by a Tax Examiner in this Bureau for a reply.
The supplemental appraisement was not accompanied
by the usual Notice of Filing of Appraisement (RCC-81 form)
or a Summary (RCC-39 form).
• When we examined the appraisement (RCC-134 form)
as filed on August 17, 1967 and the appraisement reported
on form RCC-33' as filed on June 10, 1969, we noticed that
the items listed on the supplemental appraisement had been
previously appraised on both prior returns. A joint mort-
gage in the amount of $2,480.91 and a 1/2 interest in
Lincoln Grill valued at $5,000.00 had been set fo~th and
appraised on June 10, 1969 and the decedent•s 1/2 interest
in a joint checking account in the Union National Bank of
Pittsburgh was appraised in the sum of $6,131.43 on the
RCC-134 appraisement of August 17, 1967. '·. . . . .. . .
The supplemental appraisement filed on February
221 1972 appraising the above mentioned assets-the second
time, is invalid and must be stricken from the Register•s
docket.
Col\ltcTl•~tJ N,,..,J..,~ ~•J&.
\Ur"" ,_j'ip.~aJf.y~,·J tltr•-llL
f aq~
D /J;. JWPIJJ ll~ '~I• ~t 11-
'.
Mr. Andrew J. Merva
District Supervisor
April 5, 1972
Page 2.
~ Accordingly1 a copy of the supplemental return re-
ceived in this Bureau will be marked 11Void 11 •
For:
HAB/lal
~ua.~~
Herbert A. Brinkley
Assistant Chief
Inheritance .. Tax Division
Peter J. McHale
Director
Bureau of County Collections
c.c. Russell Marino, Register of Wills
c.c. Mrs. Frances Leo, Chief Appraiser
.. -.:
•
.·...!:.-
R C C-39 ( 5-68)
COMMONWEALTH OF PENNSYLVANIA
TRANSFER INHERITANCE TAX
RESIDENT DECEDENT
SUMMARY
Estate of Fr-tLCo-nl
(Last Name)
DATE OF DEATH 8-3-1'/,1 FILE NO. 941./'/-73
(First Name) (Initial)
REPORT OF INHERITANCE TAX APPRAISER
I, the undersigned duly appointed Inheritance Tax Appraiser in and for the County of --wash tn1tf0 V\
Pennsylvania, do respectfully report that I have appraised the real. and personal property as reported in the foregoing return at
the values set forth opposite each item in the last column to the right in Schedules "A", "B", "C", and "E".
o!I~~R~~~·
Dated: 3 ~l.l'· 12-Dom•711c. 1t DE.1nQR.ta.._
INHERITANCE TAX APPRAISER
REPORT OF THE REGISTER OF WILLS
I, the undersigned duly elected Register of Wills in and for County, Pennsylvania, do respect-
fully report that I have allowed deductions in the amounts claimed by deponent, except as to those items where a greater or
lesser amount is set forth in the last column to the right in Schedule "F", which greater or lesser amount represents the sum
allowed as a deduction.
Dated:-------------REGISTER OF WILLS
INVENTORY VALUE AS REPORTED VALUE AS APPRAISED VALUE AS REAPPRAISED
Real Property (Schedule A) $ $ $
Personal Property (Schedule B)
Transfers (Schedule C)
Joint-Held Property (Schedule E) I ... ~~ I 14~
TOTAL GROSS ASSETS
Less Debts and Deductions
(SCHEDU'LE F)
CLEAR VALUE OF ESTATE "\ &131 l/3
(I ' I Valuation of life estates or
annuities ................... $
I -
ESTATE TAX ASSESSMENTS $ l\ (1
I I \.. -----
FOR USE OF REGISTER ONLY 'f., d l!D }oMPUTATION OF TAX
Tax on $ f,. I ·_;~, I $ \.../ , ~ 2. ~3 '
" Tax on$ ~0 $'
Tax on$ 5 0 $
Tax on$ 10 $
Tax on $ 15% $
Exemptions * (*) As evidenced by Charit~ble
Total Estate " Exemption Certificates issued
TOTAL TAX $ 12..2.. ~3 by the Secretary of Revenue.
Less tax previously paid $ j, BALANCE $
Less 5% of tax if paid within
3 months after death $
BALANCE OF\ INHERITANCE TAX DUE $ Lib. ISO Add interest at rate of 6% from
to $
AMOUNT OF ESTATE TAX ASSESSED $
Estate tax paid $
BALANCE DUE $
Add interest at rate o,f 6% from
ko -0 $
TOTAL TAJ::~B~LANCE $
,..-\ PAID lC l. _:_'G 'l $ JI/D R.ec ti: r 1 (!) 2..a' , ,
FOR USE OF REGISTER ONLY ADJUSTMENTS
NOTE: Where subsequent adjustments are made to the above computation of tax by the Register of Wills, for proper reason,
·same should be noted below, with short explanation.
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Will
Administration ~ No .......... .
IN THE
Year
MATTER OF THE APPRAISEMENT
OF THE
ESTATE OF
Deceased
Late of ........... .
County of ........ . .•••• '"'-f.""'
Commonwealth of Pennsylvania
REPORT AND APPRAISAL
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/ ~OMMONWEALTH OF PENNSYLVANIA
•
DATE ....... 1.tJq ... f!~ .... ~l.-, ..... /.9.. .. J:.~ ............... .
DEPAR.TMD!T OF REVENUE
BUREAU OF COUNTY COLLECTIONS
HARRISBURG. PENNA. 1 7 1 2 7
COUNTY ............ W..t!J.h. .. ~.~.'l. . .!..~.~-·······················
FILE NO. . .............. 9..':f.':!.tf. ... :~ .. 1.J. ............................... .
Whereas, ........................ Do.tn...Pl.J.~ .. K ......... Eq.k~.~.r.u ............................................... late of ........ C .. a.1.1 .. o..n .. s. .. 4..~.1..t.t ............................................ ..
in the County of ........................... ltJ.QJ .. ~J~.$ .. rO.~.: ........................................................... Commonwealth of Pennsylvania, having died on
the ........................................... ,J .. Rd... ................................. day of .... : ............ f1.~.~Jt.JL. ............................... 19 ... 6..7, seized and possessed of an estate
subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania;
Therefore, I, ............ P.~~J.lJJ~ ...... R ...... P,.~.,!.!Jq .. ~.~ .. ~ ......................... , 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 Anet Values Made for Inheritance
Tax Purposes
S~pPL~.,_,e. ... ni... L $
.~I '1-\IL \} HeLJ... P.P11 pe~r'-1 • Ba."' 11 F1 Cc o~~"'' uj I Olt\ ""n Q. (I ol-\e;L f: af1f( ce~tL. ~
"'lla~t.. oF 0PC'~cl"" 'nT IJA.. p~ ILL I r F~L.eo)\ {~ cT>'\} ~tr_al,L1sl.#d 9ft; l~
fl(fl~t.tte ~Qrl/~n. ,__\n~ tb_T~.J...abLe.
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l,i31 r:lt"d4T ~ e.F [) 'fJ
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form~;v;_::fhbl:~ ~:Ifh~wc>r''"!Jr:~to ~:: ~= 0~•~::t~i":;;~;=:i: =~~~1~~~:
L/ /, _ Appraiser ....... ~ ...... b ...... W..o..~ ........ 1.~.9 ... 1.~.~ .... T.:R~~ .. r. .'8.~~ .. ') ................................. .. h (!Cumber and Str~et) .................. W.as ....... t.~ .. e;...r: .. o..:n ......... e..~.. ..: ............................ , Penna.
(Poat Office)
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........................ U!Jl..~.h:.l .. ~~-~~---······· .. ····· County
RESIDENT INHERITANCE TAX APPRAISEMENT
Estate of
:~ .... Dcr~.J:J'l ... 1 .. C:.K ......... f'.' .. ~.~-«>. ~ ... L ......... : ....... :
Deceased.
Late of
.~0.-~---~-~-s .. b.u~-9-·····························.······
Date of Death, ...... F/Y .. 'i ... 3. ........ L9.(7. ...................... ~ .. ..
Appraisemei!t Docket Vol., ........... 3 .. 7: ............................ .
Page, ..... Yl>...7 .. L ..................... No ....... .9..L/.H'i .. ~ ... Y3. ..
Filed in Register's Office, '1tl~ .. I\:~-~ ..... J.J. .... .'J9 .. J.4.
Anwunt of tax due, $ .................... J.l.l.: .. ~ .. 3.., ....... P.J. .. lo/Jt/C7
. DEPARTMENT OF REVENUE
Received,
Examined. and Approved,
Wrote abo.ut Appra.isement,
Appeal ft'om Appraisement,
. Entered and charged,
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COMMONWEALTH OF PENNSYLVANIA
TRANSFER INHERITANCE TAX
RESIDENT DECEDENT
.""-..-_..,.. .....
SUMMARY
Estate of FALCONI, DOMINICK DATE OF DEATH 8-3-67 FILE NO. 9444-43
(Last Name) (First Name) (Initial)
REPORT OF INHERITANCE TAX APPRAISER . ~· .... ~. r --..
. ~· "--.. -. \ .. -.._ . '
I, the undersigned duly appointed Inheritance Tax Appraiser in and for the County of Washington
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
Dated: ___ A_.,p_r_i_1_1_2_,,'----1_9_7_2 __
REPORT OF THE REGISTER OF WILLS
I, the undersigned duly elected Register of Wills in and for County, Pennsylvania, do respect-
fully report that I have allowed deductions in the amounts claimed by deponent, except as to those items where a greater or
lesser amount is set forth in the last column to the right in Schedule "F", which greater or lesser amount represents the sum
allowed as a deduction.
Dated:------------
SUPPLEMENTAL II REGISTER OF WILLS
INVENTORY
Real Property (Schedule A)
Personal Property (Schedule B)
Transfers (Schedule C)
Joint-Held Property (Schedule E)
TOTAL GROSS ASSETS
Less Debts and Deductions
(SCHEDULE F)
CLEAR VALUE OF ESTATE
Valuation of life estates or
VALUE AS REPORTED VALUE AS APPRAISED
$ ,. $ .. ..
\2.5~7":-1 7 7 40 257.177 40 --..
257 177 40 ·~ 257~177 40
None .None
257,177 40 257,177 40
annuities . . . . . . . . . . . . . . . . . . . $ _____ _._ __
ESTATE TAX ASSESSMENTS $ _____ ....____
FOR USE OF REGISTER ONLY Q COMPUTATION OF -TAX
Tax on$ J (,., fn. t/()(} to $ 'l. .1..1 R 01
Tax on$ 6% $ '
Tax on$ 5% $
Tax on.$ 10% $
·Tax on$ 15% $
Exemptions • ~ (*)
Total Estate
TOTAL TAX '7-3e>J 9 0/ $
VALUE AS REAPPRAISED
$ I o Cf O{d-.3 OJ..O
---;;J s 1, I 7 7 Y"o
..3 (p /., ' '-/ D () (,0
3 (p [,. titJd ~6
··-i . .._~
~,
;._ -.
As evidenced by Charitable
Exemption Certificates issued
6y the Secretary of ~evenue.
Less tax previously paid $ ¥-A..s pu~-{jp_fJ[_~ 0 r CouR:( 0/i h:.D
)
BALANCE $
Less 5% of tax if paid ~ithin If, 0\3-'7-3, St1tJ€-tJ f!>y ..JcJD'jt. flAuL ll
~'ff)lh•iJ..s., fi C (f.Jd Vul-o;.J f/..._L A eac/c.,
ftss<Ofs I ,. •t, 9t..3-10-
3 months after death $
BALANCE OF INHERITANCE TAX DUE $
Add interest at rate of 6% from
to $ . 1A ;< Due.. -~ /, 9"3. k3
AMOUNT OF ESTATE TAX ASSESSED $ ;8AL. r/l.O/YI l1t £ 1). Aymi..J! f.c, o/ 9. d8 Estate tax paid $------~--
BALANCE QUE $ --------L--
Add interest at rate of 6% from
-----~'0 $-----~--
TOTAL TAX BALANCE $ ------+--
.PAID $ _____ -~..-__
FOR USE OF REGISTER ONL.Y · ADJUSTMENTS
NOTE: Where subsequent adju·stments are made to the above computation of tax by the Register of Wills, for proper reason,
same should be noted below, with short explanation.
Will
Administration ( No ........... . Year
IN THE
MATTER OF THE APPRAISEMENT
OF THE
ESTATE OF
DOMINICK FALCONI
Deceased
Late of .... CANONSBURG
County of WASHINGTON
Commonwealth of Pennsylvania
REPORT AND APPRAISAL
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' • t COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF COUNTY COLLECTIONS
HARRISBURG
17127
NOTICE OF FILING OF APPRAISEMENT
PHILIP FALCONI
(Executor o.KXHnU~)
IN YOUR REPLY PLEASE
REFER TO 37_40_1
Inheritance Tax Division
In Re: Estate of __ _:D::....;O=M=I=N=I::...:C:...::.K=--=-F-=-=A""'_L:....::.C:...::.O-=-=N-=I_· ----------
_ ___:.:.W=A=S=H=IN=:..:..:G:::....T~O:::..:N;.:___ County - F i I e No. ---=-9....:...44....:..4_:_-_4.:....::3:.....__ ___ ----,t-
Dear Mr. Falconi:
You are hereby n&lified that the =~-=--·· c '~ Supplemental II
appraisement in the estate of Dominick Falconi
has been filed in the office of the Register of Wi lis of Washington
County on April 12 , 19 72 , Said appraisement reflects the following
valuations:
Real Estate _____________ _
Personal Property ___________ _
Trans f ers _____ __!2!!..>,5w7L..J._,l"'-7L7LJ...:. 4IO!L_ _ __.:.__
Jointly Owned-------------
Totai __________ _.2~5~7~,~1~7~7J.~4~0~-----
As to such tax that is paid within three months from date of death, a five (5%)
percent discount is allowable. As to any tax that remains unpaid after nine (9) months
(fifteen months when death occurred from December 22, 1965 to June 16, 1971, inclusive;
and twelve months when death occurred prior to December 22, 1965) from date of death,
interest at the rate of six (6%) percent per annum is charged.
Any party in interest who is aggrieved by an appraisement may appeal therefrom
as p•av;ded by law. . l _ ' ~
Date April 12, 1972 S;gned ~ / a'LI L 7'!(
Title __ A_P_P_RA_I_S_E_R_I_I ______ _
"-· \,.· ' .. -·
DATE OF DEAT.J!: August 3, 1967
Note: This is not a bill.
Punn ilCC-2
DEPARTME'l'!T OJ!•REVENUE
BUREAU OF COUNTY COLLECTIONS
HARRISBURG, PENNA. 1 7 1 2 7
CO~l~NWEALTH OF PENNSYLVANIA
RESIDENT INHERITANCE TAX
APPRAISEMENT
DATE April 6, 1972
COUNTY ............• ~.§1: .. ~--~~--~-_g-~_5?..~ ........................ .
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FILE NO. .; ............. ~.4.4.4..::.:4..~ ......................................... .
Whereas, ................. P..9.m.i..P..i..~.k .... f~lS.Q.P.:J.: ................................................................ late of .................... 9.~.~~-~~.?.~E.~ ............................................... .
in the County of ................... Y~.~.J:?Jp._g~.Q . .P. ............................................................................ Commonwealth of Pennsylvania, having died on
the .......................... 3 .... .:r.d. .................................................. : ... day of ............... A."!J.g~-~-t. ...................................... 19.9.7. ... , seized and possessed of ·an estate
subj;~e:::::~~~~~:Q==~ .. 2/.X~¥==~.:~~~-.0::::::::::;i;~ly appointed according to law,
having been designated to make a fair and conscionable appraisement of the said estate, and to assess and fix
the cash value of all annuities and life estates growing out of said estate, hereby file the following appraisement:
In the event that any future interest in this estate is transferred in possession or enjoyment to collateral heirs of the decedent after
the expiration of any estate for life or for years, the Commonwealth hereby expressly reserves the right to appraise and assess transfer
inheritance taxes at the lawful collateral rate on any such future interest.
Unit Appraisement Description of Asset Values Made for Inheritance
Tax Purposes
SUPPLEMENTAL II $
. . ..
Pickup of Additional Assets from Federal Estate·Tax
Return of Schedule O, not reported in the States
Inheritance Tax Return.
TRANSFERS vVITH INCOME RECEIVED BY THE DECEDENT:
..
:MORTGAGES: · as· Follows:
Joe Butler $ 4,827.86
Joe Bielettie 11,615.42
Joe Bielettie 4,100~53
Joe Bielettie 4,999. OS
.T n e R i e lett i e 3.488.24
Joe H.i e 1 et t i e 2.536.93
Joe Bielettie 1,533.28
Tom~::& Angeline Bucci 3.213.55
James Bailey •. 2 549.88
Har:~. Cr:osson _4 046 59
Ra.vmond Cheverine 17,400.00
Rose & John Donnelly 21,148.04
Rose Del Bene 7,131.40
vvm. Davis Sr. 5.240.93
voJm. Davis Jr. 2,146.50
Dom. Esposto 15,500.00
Julia Fagan . 2,537.00
Fairvie'l:v Presbyterian Church 9.953.48
(Continued on Pa_ge 2)
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,County
RESipEN~ INHERITANC_E TAX AP~RAISE_MENT
Estate of
Late of
Date of Death,
Appraisemel!t Docket Vol.,
?_age,
Deceased.
Filed i1l Register's Office, ............................. _. ........... .19 .......... .
Amount of tax due, $ .. ' ................................................................. .
. DEPARTMENT OF REVENUE
~eceiped, ·
Examined and Approved,
Wrote abO.ut Appra-isement~
Appeal f1'om Appraisement,
Entered and ~hflrged,
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Funn RCC-2 .._ c-·. ,. I ..• ' • COW.(0NWEALTH OF PENNSYLV M.JIA DATE April fil, 1972 . . ................................................................................................... . DEPART~~!T, OF,REVENtJE RESIDENT INHERITANCE TAX COUNTY .................... w:~ .. :;; .. h.t.~g~ .. <:?.P.: .................. BUREAU OF COUNTY COLLECTIONS .•.
HARRISBURG, PENNA. 1712 7. APPRAISEMENT
FILE NO .................. ~.~~·~·=·~·~ ........................................
I
Whereas, .......... P..Q.m.~.P.:~S~ .... .¥.~1.~.9. .. ~.~ ........................................................................ late of ......... ?..~.~·~·~·~·~·~·~·~ ............................................................
in the County of ........................ W:.a.S.lli.n..gt..P.P. ...................................................................... Commonwealth of Pennsylvania, having died on
3rd August 67 . · the· ............................................................................................... day of ............................................................................... 19 ............ , seized and possessed of an estate
subject to Inheritance Tax 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 Ufe or for years, the Commonwealth hereby expressly reserves the right to appraise and
inheritance taxes at' the lawful collateral rate on any such future interest.
assess transfer
-Unit Appraisement Description of Auet Values Made too· lnh·erltance
Page 2 of SUPPLE~fENTAL II Tax Purposes
.. $
Continued .. from page 1.
Barbara Hipon 1,646.18
Houston Indp. Cl. 12,706.63
Robert D~ & J.L. Jax 3,548.·70 '
Alice Liatus 3,033.74
}.1ildred Has on 2,585.92 I
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O_Scar Devore 5,873.40
Stormi ~ni der 16,800.00
VF\v 12,518.00
George Maharamus 2,722.90
Harshman 8,379.61
2,233.26 I
Peter Pitzerelli '
Corselli 8,400.00
Petrarca -5,364.99 Domenick
Frank Sampetro 14,753.11
Charles L. Scears 2,145.87
Charles Tatano 5,261.34
Mrs. A. Tonelli 13,383.18
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NOTES t1 SALES. AGREEMENTS
John Dino -Agreement 4,701.09
Havbelle & Matt M. 2,605.00
Frank Pecrate 4,585.80
.. . . -.. .. ..
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Total Transfers ·subject to Tax Under the 1961
Inheritance & Estate Tax Act 257,177 40
Having been duly sworn according to law, I do here by certify that the above appraisement is made in con-
formity with law on this ............................................................... day of ................................................................................................................................................ 19 ................
················································································································ ..................................................
Appraiser
·········································································································· .. ··················································· ( l!lumber nnd Street)
................................................................................................... ... ............................... , Penna .
(Poat Office)
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SUPPLEMENTAL. II
..................... WA.SJJ.lNQTO.N.. County
RESIDENT INHERITANCE TAX APPRAISEMENT
Estate of
DOMINICK. FALCONI • l • "
Deceased.
Late of
CANONSBURG .....................................................................
Date ,of Death, ........ ?/.~/~.?.. ................................................ .
Appraiscmei!l Docket Vol., .................. 3.7 ............................. .
?,age, ......... 4.0.~.1 ... , ............. No ... 9.4.44.,.4.3 ............... .
Filed in Register's Office, A.pr.il ...... 6 .. ,. ....... J9 .... .7.2
Amount of tax due, $ ............................................................. ; ...... .
DEPARTMENT OF REVENUE
Received,:
Examined and: Approved, .... : .................... .
'
Wrote abO.ut Appra.isement,
Appeal ft'om Appraisement,
Entered and c.harged,
·, II . \
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OFFICE OF THE ATTORNEY GENERAL
~mil
1116-Frick Building
Pittsburgh, Pa. 15219
412-565-7572
Hon. P. Vincent Marino
Court of Common Pleas
of Washington ··county
Orphans' Court Division
Washington, · Pa. 15301
Dear Judge Marino: ·
October 31, 1972
Re·: Estate of Dominic·k Falconi, deceased
No. 1026oof 1971
File No. 9444043-63
Washingt.on County
You will recall at the time the hearing was scheduled-on this
case, it was agreed that the parties would attempt to solve their
differences out of court.
Following that hearing an attempt was made, but the attempt has
fai·led. Therefore, it will be necessary to have a hearing on this case.
I am going to be in.Washington, Pa. on license appeals on. the 28nh
of November, 1972, and I should conclude those by noon, and I would
suggest early in the afternoon of the same day. If this is· inconvenient,
set a date and we will attempt to comply.
JJK/ams
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November 2, 1973
V..UU.am ·A. Johnson, Esqu\re ·
Sutte 1112 Frick Bulld1nq
:Pittsbur.qh, l?ennsylvania 15219
CC: }4\cha.el E. K1.1sturtss, Esquire
12 N. Jefferson Avenue : .
Canonsbur~, l?en~ylvanta 16317
In Re: Estate otDoznenick Falconi, Deceased •
. No·. -1026 of ·j.gti·
Gentlemen:
· · The above ma~ter VJUl be heard by the Court
on Friday, November 23, 1913, at 9:50 o'clock .A. M. ·
Very truly. yours,
Paul A. Simmons~ J •.
PAS/v'ri
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November 2. 1973
William A. Johnson, Esquire
Suite 1112 Frick BuUdinq
Ptttsourgh,. Pennsylvania 15219
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CC: Michael E. Kusturiss, Esquire
12 N. Jefferson Avenue .
Canonsbur'yi Pennsylvania 15317
. 'In Re: Estate ot Domenick Falconi, Deceased, .
No. 1026 of 1~71
Gentlemen:
. The. above matter wUl be. heard by the Court
on Friday, November 23, 1973, at g:30 o1clock io-•• M.
Very truly yours,
Paul A. S\mmons, J •
. PAS/vh
COOPER, SCHWARTZ, DIAMOND & REICH
MELVIN SCHWARTZ
GUSTAVE DIAMOND
SAMUEL ..J. REICH
WILLIAM A . .JOHNSON
A PROFESSIONAL CORPORATION
ATTORNEYS AT LAW
SUITE 1112 FRICK BUILDING
PITTSBURGH, PA. 15219
AREA CODE 412
261-6SII
October 29, 1973
THE HONORABLE JUDGE PAUL A. SIMMONS
Washington County Courthouse
Main Street
Washington, Pennsylvania 15301
Re~ Estate of Domenick Falconi, Deceased
No. 1026 of 1971
Dear Judge Simmons:
ALEXANDER COOPER
1891-1972
This will confirm our conversation of Wednesday,
October 24, 1973, concerning the fact that the Commonwealth and
the Executor of the subject estate have settled the claim for the
Transfer Inheritance tax due. Our agreement is that the estate
will acknowledge an additional tax liability of $1,963.83 in full
satisfaction of the supplemental appraisals filed by the Common-
wealth against the estate.
f
You will recall that we discussed the possibility of
the Court entering a consent order incorpor.ating the terms of this
settlement. I believe this to be an appropriate method of dispo;
si tion, and I would appreciate your advising me·· as to a convenient
time for this to be heard by the Court.
Very truly yours,
COOPER, SCHWARTZ, DIAMOND & REICH
0/~J~
William A. Johnson;ro-
WAJ/clu
----~cc: Michael E. Kusturiss, Esquire
JcJ;lt ~~ r 11
COM,ONWEAL TH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF COUNTY COLLECTIONS
Russell Marino
Register of Wills
Comrt Hou s.e
. 411 S. SECOND STREET
HARRISBURG, PA.
17127
December 20, 1973
Washington, Pennsylvania 15301
Dear Mr. Marino: --
Re: Estate of Domenick Falconi
File No. 9444-43
County of Washington
Date of Death: 8-3-67
!r..l . We' are in receipt of a photocopy of a memorandum of John M.~Duff; Dep"'uty Attorney General and Order of Judge Paul A.
Simmons datea November 23, 1973, from our Justice Department
in· (Harrisburg relative to the above captioned estate.
r r Inasmuch as the tax liability in this estate has been
· compromised~~n the sum of $1,963.83, accordingly, we will amend
our records to conform with the Order of the Court. r. w ~· -~
~-Please make an appropriate adjustment to your records.
HAB:ksl
Very truly yours,
7/cJmta.ta
Herbert A. Brinkley; Assistant
Inheritance Tax Division
FOR: Peter J. McHale, Director
Bureau of County Collections
cc: Mrs. Frances Leo
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Form RCC-33
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COMMONWEALTH OF
DEPARTMENT OF REVENUE
BUREAU OF COUNTY COLLECTIONS
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RESIDENT DECEDENT ~ COUNTY OF ... .WoshJngto.n ... : ................................................ ..
IMPORTANT: This return must be compl~ted in detail and filed in duplicate, with will attll.ched, with the
Register of Wills of the County where decedent ·resided; Return is due within one year after
(Section 703 of
.;-&.f.
date of death, unless an extension is granted by the Secre~ry o~evenue.
. _th~ .. In})erit!lnce __ !ln!f .E.state .Tl!-1' ~ct of 1~§1.) ~
----D~N~~~:;~;'~:~A~ :: ___ ---~--}:::::~: OF
(State full name of dece<jent) \
Late of ...................... W..Q.sh i .r:t9to..n . ... ...................... ... . ... ................... ..... county ~R:lm~~
<Z. rv J;,.., } ·
~~~ ~~ ~~~~-.& g.~ /'\ ~".
(.1)~ t'Jpt... cs. J
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State of ................... , ...... Pennsylvan.ia ......................................... }
ss:
County of .................. W..asb i ngt.on ............................................. .
.......................................................... phHli·p· .. Fa.f.con·i-................... , ..................................................................................... ~ .... ~ .................. )........... Executor
~ of the estate of tlie above-f!aJ1led decedent being duly sworn, deposeS and sayS :
DecedenfdJcd ..................................... A~·~!';,~t) .......................... (i2;·j ............ , 19 .. ~&~~~ .... ,{~~~~aving a last will, copy of which is heret~ attached. }
...... Mi.cha.e.l. E. •.. .Kv..s.t.v.r..is..s...................................... .... .................. .... . .......................................................... .. Name and address of attorney or}
other authorized representative to
whom all correspondence should be. ................... ..AttO.r.l'l~Y .C:l.t .bCI.W .. . . ... . ........... ........... ... ..... ... ..... ....... . ........................................................... ..
mailed. 12 North Jefferson Avenue, Canonsburg, Pa. 15317
That as such ..... ~).1:-~!;;Y..t.Qr... ............ , ....... , ... deponent is familiar with the affairs of said estate and the property con-
o•:x.,out.or-A){l)0(1JOO®t. • · · .j
stituting the assets thereof and their fair market value. 1
That at the time of death there wafl no safe deposit box registered in decedent's individual name, or jointly
with, or as agent or deputy of anoth~r. 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
.... , ·-·-
That the contents of sald safe deposit box or boxes are itemized under Schedules of this ---return, with the exception of the following~ for the reasons hereinafter set forth:
That Schedule A attached J,ereto 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 enc~brances upon each parcel of real property at the date of death, giving
the amount still due at death, name of mortgagee, date, rate of interest, and book and page of record
thereof. It also sets forth in the columns provided therefore the assessed valuation of each of said
parcels, the estimated market value thereof as of date of death of decedent.
That Schedule 8 attached hereto an(i made part hereof sets forth fully and in detail all personal
property wheresover situated 9wned by the 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 ~n'l:iiinks
of deposit, savings banks, trust companies, or other institutions, whether individually, or in trust for
any other person or person!! giving also separately the accrued interest thereon, if any, down to the fast
fnteres·t 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 certif_icates or notes and other evidence of in-
debtedn'ess of. the United States to the de<;edent; all obl:l.gations,. whether by st.,atute· or agreement they
\ . . are designated as tax free, of the Un~ted States, or any state, ·or political subdivision thereof, or of • ll . any foreign country, which are owned at the time of death; all wearing apparel, jewelry, sil~er,are, 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 wit"' the fairly estim.ated
market value thereof; all bonds and mortgages held by decedent and of all claims due and owing d.ecedent
at t~e time of death, and all promissory not~s or other instr~ents in writing for the payment of money
of which decedent died possessed, of whatsoever nature;· with-'interest thereon, if any, giving the face
valu~ and estimated fair market value tpereof, and if such estimated fair market value be less than the
face 'value, it sets forth briefly the reasons for such depreciation ·as to each item; all moneys payable
to th~ estate from life insurance pol19i·es ~arried by decedent; all annuity and endowment contracts the
proceeds of which were payable ~pon the deatp of the decedent; and all the corporate stocks and dividends
due thereon and unpaid as of the date of death, bonds and a·ccrued interest thereon to the date of''dece-
dent's death and other investment securities owned by the decedent ~t the time of death, with the market
value thereof at such time •
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In the case of securities of close or family corporations, the values reported are as far as
possible substantiated by financial statements of the corporations,· showing the assets and liabilities
thereof as of the'date of death. The schedule also sets forth the interest of decedent at the time of
death in any co-partnership or business, and in support of the value of such interest 'there is annexed to
said schedule, financial statements showing the assets and liabi.lities of said co-partnership or business.
A copy of the co-partnership agreem'ent, (if oral, a statement setting f~rth the nature of the agreem~nt)
together with a statement setting forth the character of the business, its location, and such other facts
pertaining to the l;msiness as may be pertinent to a fair and just appraisal of the decedent's interest
therein must be submitted.· It should also set forth in itemized form, together w'ith 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, i;t contemplation of decedent's death, or intended to t~ke ef,t:ecf in possession or enjoyment at or
\ . . a.f),ter d~.~t~ said sche~y.le sets forth ~he nature and value of such property, to whom transferred, the
relationship of the transferees to the decedent, the,proportionate share received by each transferee and
all other facts of a pertinent nature regarding said transfers •. ;In the 'case of t~ansfers ~n~e~de~ to ..
take effect in _possession or enjoyment at or after death, there is also attached to the schedule a'co~y
of the deed, trust agreement or other instrument creating the trust. Ther•~ is also set forth in said
Schedule a list of' all property, real and-personal, With its value, Which pa£ses at decedent's death by
virtue of the exerc·ise by decedent, either individually, or jointly with another, or. a11y power of appoint-
ment vested in decedent, either individually or jointly, by the will, deed, or other instrument' of another,
with a copy of the instrument creating such power attached to the schedule.
That Schedule D attached hereto and made part hereof sets forth the names and addresses of all
p~rsons beneficially interested in this estate at the time of. decedent's d_eath, ·the. nature of their res-
pective interests, th:eir .relationship, if any, to the decedent, together with the ages at the time of
decedent's death of all niinors, annuitants and beneficiaries for life under decedent's Will. It also
contains a statement_showing which of the beneficiaries named in the de~erlent's will, if any, died prior
to decedent, the dates of their death, thei~ issue, and the relation.ship of such iss1,1e to the beneficiary.
'
That Sc/Jedule E attached her·eto _and made a part hereof. sets forth all property, real and pe~
sonal, owned by the decedent jointly -with another or...:gthers, including intangible, standing in the name
of the decedent and others, plus the date and place of r.ec~r~~-of lnstrume~ts effe~t~~g-the v~sti ture ~f
real estate and the date of acquisition of personalty, plus the name, address and r~lationship, if any,
of co-owners to the decedent.
That Sc/Jedule F attached hereto and made a part hereof sets forth fully and in detail all debts
and deductions claimed fo·r and o~ behalf of this decedent's estate, including funeral expenses paid;
family exemption, where applicable; costs of administration of this estate; counsel fees and fudiciary's
commissions paid or to be paid; cost expended for burial trusts, tombstones or gravemarkers, and reli-
gious services, in consequence of the death of the decedent; debts and claims owing anrl unpaid at time of
~ .. death; taxes accrued. chargeable for period prior to decedent's death (except those allowed under Section
651 of the Inheritance and Estate Tax Act); . togethe~ wit.~f-~ !'>_~atemer-."t of coilater.al pledged for obliga-
tions, if any. It is agreed that the fiduciary will present proof of• said claimed obligations upon re-
quest, that if the amount actually paid in settlement of any fee, commission or debt is less than the
estimated amount claiming and allowed, that the same Will be reported.to the Register of Wills, and that
the amount of tax assessed can be reassessed in accordance therewith.·
That the totals of the appropriate columns in Schedules "A", "B", "C", "E", and "F" a.s directed therein,. ;
have been carried forward and properly registered in the Summary •
. •
Subsc~bed and sworn to before me this ................................ .
y of ........ ~.......... . ~~~ 19.9.6 ..... ..
................ /[)~_ ~L .............. .
EN,. L~b~~
(Execu -.Mt~~~
.. ................ .JL .. P..~ ... .J. ........ CQ.ngns.b.~.rg, ..... P.Q .... ..I.5.3.17 .............. ..
· (Street Number)
CANONSBURG, WASHINGTON CO., PA •• I
My Commi~sion expires Mar. 10, 1969 (City or Town and State)
NOTE: Before signing affidavit make sure all blank spaces in the affidavit and schedules annexed are
filled in with details or the word_ "None", and in case the assets include rare and unlisted securities, '
securities of close or family corporations or an interest in any co-partnership or business, that the
data and statements requirerl under the paragraph above relating to Schedule "B" are attached. Also make
6ertain that column #1 in the "Summary" has been properly completed a~ above-directed.
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RC·C-3'1 ·~1-64) ', , " ,
,COMMONWEALTH OF. PENNSYLVANIA
DEPARTMENT OF REVENUE
BUR.EAU OF COUNTY COLLECTIONS
TRANSFER INHERITANCE TAX
RESIDENT DECEDENT
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SCHEDULE "A"
REAL PROPERTY ,
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--------------------~---------------------------------------------------------------------2~-Real proi;erty in Pennsylvania, with statement of mortgage encumbrances upon each parcel at death of dece-
dent .. Where property heid as joint tenant or tenancy by entireties, report on Schedule "E". Property h~,>ld by
the .de.cedent· 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 deceden.t's interest only.
The real property located In the Commo['lwealth 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; also statement of mortgage encumbrances upon each parcel at death
of decedent. Taxes, assessments, acci.ued Interest on mortgages, e'tc.,are
to be ll~ted on Schedule "F" and must not be deducted from this schedule.
#1 ALL that certain .. tract of land situate in Char-
tiers Twp, Washington Co., Pa. containing an area of 2 acres,
: vmor or less, as the same is more particularly bounde9 and
described of record in the Recorder 1s Office of Washington Co,
i Pa. in Deed Book Vol. 842 page 13 _-? .......-L? _ 1 ...._ ·:;.,~~~~~-
#2 ~ 4LL that certain lot of ground situate in
Cnartiers Twp, Washington Co., Pa. being known and desig-
nated as Lots Nos. 12 and 13 in Block 5 in a Plan of Lots .
known cis Glencove Park Addition to Canonsburg, Pa. more
particularly bounded and described of recor.d in the R'ecorder•s
Office of Washington 1 Co. , Pa . in Deed Book 1177 page 67;1 -
( Glencove Park Addition Plan Book 6 page 158) ? 1 ,
/•
ALL that certain tract of ground situate in
Chartiers Twp, Washington Co., Pa. being known as Lots
69 and 70 in the Hallam Addition of record ip Plan Book 4 .-
pages 98 and 99 c;;nd more particularly bounded and described
of record in the Recorder •s Office of Washington Co., Pa. ·
in Deed Book 1181 page 545. <
(1)
ASSESSED VALUE
FOR YEAR OF
DECEDENT'S
DEATH
60
'
Total
/
1235
540
(2)
ESTIMATED
MARKET VALUE
500
w 775 6000
ALL that certain lot of ground situate in the Vi lege
of Kindredville, Chartiers Twp, W~shington Co., Pa. more
particularly bounded and described of record in the Recorder •s
Office of Washington Co., Pa. in Deed Book Vol. 115~ page /
697. -/ Hse
,.
#5 / ALL that certain lot of ground situate in the
First Ward of the Borough of Canonsburg, Washington Co., Pa
being more particularly bounded and described of record in
the Recorder •s Office of Washington Co., Pa. in Deed Book
Vo I. 1187 page 15 • v'
#6 / ALL that certain tract of land together with th
improvements and buildings erected thereon situate in the Firs
Ward of the Borough of Canonsburg, Washington Co., Pa.
being more particularly bounded and described of ~e~ord in
the Recorder •s Office of Washington Co., Pa . in Deea Book
Vol. 83Q peg: 402. /
Lot
Total
315
480
795
405
1620
Insert this total opposite "real property", Schedule "A" in the X X X X X
"As Reported" c7on the lost.poge of this return.
3500:
... ....
3000.
-&eoe-~s-oo~
I
~~
$ 59, 750. 00 (See
Exhibit A-1, A-2
& A-3)
(3)
DEPARTMENT
VALUATION
CAUTION
(Do not write
In this space)
/
RCRI-.3.3a_:SOM-l-52 • ~-10 A c;:oMMO~ALTB ~F PE~SYLVANIA .,
TRANSFER INHERITANCE TAX
RESIDENT DECEDENT
r ,. ·, \
SCHEDULE "A"
REAL PROPERTY
e.
. -.
REAL PROPERTY IN PENNSYLVANIA, WITH STATEMENT OF MO~TGAGE ENCUMBRANCES UPON EACH PARCEL AT DEATH OF
DECEDENT. WHERE PROPERTY HELD AS JOINT TENANT OB TENANCY BY ENTIRETIES, GIVE NAMES, ADDRESSES AND RELA-
TIONSHIP OF OTHER OWNERS. ' · ( ==============~~==============~~======~======~~=====~
The real property located In the Commonwealth of Pennsylvania shonld ·
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 acres; also statement of mortgage encumbrances upon each parcel at
death of decedent. Taxes, assessments, accrued interest on mortgages, etc.,
are to be listed on form RCRI-10 and must not be deducted from this
schedule.
(1)
ASSESSED VALUE
FOR YEAR OF
DECEDENTS
DEATH
ALL that certain lot of ground situate in the
First Ward of the Borough of Canonsburg, Washington Co., Pa.
being known as Lot No. 312 Block 17 in the Cecil Improvement
Co. Plan and being more particularly bounded and described
of record in the Recorder's Office of Washington Co., Pa. in
Deed Book Vol. 1251 page 851. j' o_ D_.._ D ' ~se ~~~~~~-.--iLots
1950
225
2175 4-h ~ ~~S&JD~ ~otal
#a/ ALL that certain lot of ground situate in the I
First Ward of the Borough of Canonsburg, Washington Co., Pa.l
having erected thereon a two sh:>ry,inselbrick house and garage
being known as Lot 170 and being more particularly bounded "'
and described of record in the Recorder 1s Office of Washing-
ton Co., Pa. in Deed Book Vol. 1250p~g~6~~ ~~~~~~---] ~~~!!>If, ~~bt:?0-
#9 ./ ALL that certain lot of ground situate in
Canton Township, Washington Co., Pa. being known as
Lot No. 6 in the Euclid Improvement Plan of record in the
office of the Recorder of Deeds of Washi'"!gton Co .. , Pa ·. in
Plan Book 5 page 58. (See Deed Book 817-page 261) ./
#1 o/ ALL that certain Lot of ground situate in
Cecil Township, Washington Co., Pa. being known as Lot
No. 281 in the Colaizzo Plan of Lots of record in the office
of the Recorder of Deeds of Washington Co., Pa. in PI-Gin Book
7 page 188 ( See Deed Book Vo I. 1116 page 17.2) ./
#11 / ALL that certain tract of land situate in North
Strabane Township,· Washington Co., Pa. containing I/2Acre
more or less. (See Deed Book Vol. 776 page 298) ./
#12/ ALL those three certain tracts of land situate
in North Strabane Township, Washington Co., Pa. being more
particularly described of record in the office of the Recorder
of Deeds .of Washington Co., Pa. in Deed Book Vo. 771 page
562 . ..1 _/ .
#13 / ALL that certain tract of land situate in North
Strabane Township, Washington Co., Pa. containing
2 acres. ( See Deed Book Vol. 771 page 965) ./
\ c
se & Gar 1590
Lots 350
otal 940
se
Lot
Total
se
Lot
Total
755
90.
845
510
35
545
15
105
180
(2)
ESTIMATED
MARF.ET VALUE
3500-.·
350G
, ,.,·..,n;e•r·"" ......
------
700 -tlli:i!~
2300
3000
(3)_
DEPARTMENT
VALUATION
CAUTION
(Do not write
In this space)
41
". c r -• ·~--·-e-----~.~----;-...
RC:R~J.s-SOM-1-n . ~lO
COKIIOtnn<B OF PDMSYLVANJA
T&ANSJ'D INIIDI'l'.&NC8 TAX
QIIDKNT DECIDDIT
( . SCBEDULB "A"
REAL PROPERTY
fte ... Jleperi)' IICatec1 IJt; tile OoiDIDOIIwe&Kb ef ~ ....uJ .•
be c!elcliiMid bJ 10& aDil bloell n-.mber, nreet aD4 nreet nlllbber, topther
wtth a ,aeraJ ~ of tile propel'iJ, wl&h a refereooe to &be reoord
ef tile ~ bJ wblcb tile cleceaent took UUe; U a ,.... l$ate Dutber
ef aa'C!II; &lao datement .t ~e enoambranees apon eiMlh pai'Cel a&
._til .r teoedeDi. Tuel, .-.menta, &caraec1 lntereet en monraces, etc..
are to be Uded en fona BCBI-10' ancl mast no& be c1ed1lde4 tnm this .....
/
#15/ ALL his undivided one-half interest in and to
. all that certain tract of land situate _in North Franklin Twp.,
Washington Co., Pa. containing 1.12 acres surface. (See
Deed Book 843 page 235) ~ · .
ALL that certain tract of land situate in South
Strabane Township, Washington Co., Pa. containing an
original acreage of 20.55 acres and now a final acreage of
8. 55 acres ( See Deed Book 736 page 677) t/
#1.7 / ALL that certain tract of land situate in South
Straba;ne Township, Washington Co., Pa. containing 2 acres,
more or I ess . ( See Deed Book Vo I . I 068 page 387) ,/ ·
#18 ALL that certain tract of land situate in
Somerset Township, Washington Co., Pa. being known as
parce Is Nos. 4, 5 and 6 and port ions of Parce Is Nos. I, 2 &
3 in the Hi Lawn Plan of record in Plan Book -6 pages 30 & 31.
( See Deed Book 913 page 573) ./
#19 / · ALL that certain lot of ground· situate i.n the
Third Ward of the City of Washington, Washington Co., Pa.
baving erected thereon a brick buildin-g. (-See Deed Book
Vol~-963 page 137) ./'
/
/
/
(l)
ASSUS&D VAl.n
FOBYUR OF
DBCEDBNT'B
DEATH
ldg.
Lot
35.
195
45
300
2165
430
2595
•.
(J)
. 500
.... N ~
8000 ..
b -·
2000 . --· I
5000
1 • a r•>tt
10,000'
.........
'$59' 7a;Q. 00
(I)
DD'Aid"MD'T
V ALVA'I'l011
CAVI'ION·
(De liM ...
Ill tbis . .,..)-' '.
,.
tf~~-·
( Y.:lecuto1'-Admtnlltratar mu1t total -:o-hnn~ ~:. -2-o-nd-ca-rry-tot-al-to-eo-lum-n -N-o.-1-lo-~--X-X.: X. -X· •• :-
"Summarr'' on rever.., aide of Sch«lult U.l
--------~----------~--------~ Exhibit A-3
I.
RCC-35.
COMMONWEALTH OF PENNSYLVANIA'
TRANSFER INHERITANCE TAX
RESIDENT DECEDENT
SCHEDULE "ll"
PERSONAL PROPERTY
e.
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 o'thers
must be listed under Schedule "E". Intangible personal property, titled in the name of the decedent, out
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 pe1rsonal property should be listed first (e. g. jewelry, wearing apparel, household
goods, and furnishings, books, paintings, automobiles, boats, etc.)
Intangible personal property, such as bonds, treasury certificates, cash on hand and in bank, . . . stocks, ·mortgages, notes, together with accrued interest or dividends, salaries or wages, insurance pay-
able to the estate or fiduciary in said capacity, partnership interests, interest in anyundistributed
estate of or income from any property held in trust under the will or agreement of another, even though
located outside of the State, at the time of death, should be listed in this schedule.
Item
NO•
ITEM
List and describe fully
MORTGAGES
c herman C. Brown, Canonsburg, Pa ( M. B. 495 gg 240 )
Faul & G. Brown Box 95 Westland Pa ( M. B.687 pg 1205)
William R. Delfine 2 Ridge Ave Canonsburg Pa (MB669pg26')
( lement Da Pro S. Central Ave Canonsburg Pa ( MB 67pg 27))
homos Jennies 4658 Wilburke Ave Pgh P~ ( Ms528pg28
LeRoy Love I Midland Rd Houston 'Pa (MB 642pg47 ~)
l~ell Nelson' Nichols 221 Elm St Canonsburg Pa (MB523 pgl81)
·Robert & Joan 0 1Hara Box# Muse Pa (MB689pgl82)
Elmer Schultz c/o Round Hotel McMurray' Pa (MB644 p43~
~ oe Westfa 11· (MB 647p 9• )
CHATTEL MORT@AGES
James Guinn, Canonsburg Pa (MB 619 p580)
Harry Crosson Higla~d Ave Washington Pa-( Nc3t-re¢-ord~~),
STOCK
Turbecas1.Jridusf.ro/is now changed to National Banner-
1, 000 Shares of Common Stock
Jessop Steel -200 Shares -Common St.ock
Columbia Revall Oil Co -3, 000 Shares-Common. Stock
Country Bell Co. -50 Shares -Common Stock
Grand Deposit Mining Co. -90 Shares-Common Stock
Loyal American Life Ins Co -67 Shares -Common Stock
Majestic Radio,& Tel -200 Shares-Common Stock
National Wire P~qduct of Md~. -2, 800 Shares-Common St
Nu-Enamel Corp ; -
Provident Fund for. Income tax -481 Shares-Common Stock
Tintic Led. Co.-500 Shares Common Stock
Union Dairy Farmers Co-op. 70 Shares -Common Stock
Union National Bank -26 Shares -Common Stock
UNIT ESTIMATED
VALUE MARKEr VALUE
DEPARTMENT VALUATION
(Do not write in
this space)
~
. $ 429.29 ~ '
2, 485. 00·~.
2,331.16"" t ~Srl 10,289.30 ...
3,133.76 ...........
. 1 1 250 • 00 _,-. "'----"---~
542. oo"
3,266.49 ...
s,ooo.oo~
2,950.00v
$ 13,500.09
5,750.00
No value
500.00
100.00
2,763.75
No value
28, 000.·00.
Np value
2,765.75
100.00
No value
838.50
~ubtotal 95,397.22
Insert this totayopposite "Personal Property", Schedule "B" in
the "As7 ool-on the last page of this •etu•n·
X X $1704523 .. 59 (Se~ Exhioits B-2, B-.J
and B-4)
" • e.
SCHEDULE 11 B11
PERSONAL PROPERTY
UNITED STATES OF AMERICA SAVINGS BONDS
Date Series No.
10/28/58 Q 164621 0408E
10/28/58 QI644582579E
10/28/58 Q 1644582578E
10/28/58 Q 164621 0407E
10/30/58 Q I655769152E
10/30/58 Q 1655769153E
10/30/58 Q 1655769155 E
' Name-a-nd addresses
Wm H & G C Adamson
1784 Hastings Mills Rd
Bridgeville, Pa.
Wm H & G C Adamson
1784 Hastings Mills Rd
Brigeville, Pa.
feop6~ra:.Bc.bin
Duquesne Avenue
Canonsburg, Pa.
Gene & Frances Celento
East Pike Street
Canonsburg, Pa.
Robert & Virginia Campbell
137 Chambers Lane
Canonsburg, Pa.
;/
'Nick & Mary V. Cavalcante
Washington Pa .
Pau I Rote II a
R. D. #1
Canonsburg, Pa.
Joe Esposta
1945 W Chestnut St
Washington, Pa.
James Guinn
Canonsburg, Pa.
Edward Gromacki
Pike St Canonsburg, Pa.
SERIES 11 E11
Amt.
$25.00 .-«~'m $25.00
$25.00
$25.00
$25.00
$25.00
$25.00
-.wtauu::a:a:c:asm~I\-'M4V&r10
NOTES
Recorded or
Unrecorded
Not recorded -
original in possession
of Phillip Falconi, Ex.
II
/
Wash Co.
No 233 May 1967 DSB
Wash Co.
No 147 Jan Term 1968 DSB
Not recorded-
original inpossession of
Phillip Falconi, Ex.
Wash Co.
No 195 Nov Term 1965 A.D.
Not recorded-
original in possession of
Phillip Falconi, Ex.
Not recorded-
original in possession of
Phi II i p Fa I coni, Ex .
II
Wash Co.
No 538 Nov Term 1967 DS B
of'S s-<7
..ts: sy
-IS'-s/.
..f ~ s-/
<5-~Y ;) ). s-y'
/.rsv,
Amount
j $ 1, 691 . 96 17(lw/v~1
v $ 702.68 ~\?1
o/ $ 1,000.00~~
' $ I, 3CJ1. ~0 1')/Jn."m
'$ 2,067.:-~~.,
59~00~4
./ $ 4;105.00.~
~ ..
' $ 1,212.30 N$.'m
I $ 11,908.06 ~
Exhibit 11 B-2 11 Subtotal $123/752 .. 42'
.. ' .....
..
Name and addresses
Houston Foundry
Houston, Pa .
Angie La ~alv,ia
Iron St/~'
Cainsburg, Pa.
A!fred Not~
359 Cherry Avenue
Houston, Pa.
-• ..
~ l. ' StHEDUtE~l'B 11
PERSONAL PROPERTY
NOTES (Continued)
Recorded or
Unrecorded Amount
'N6t recorded-
or i gina I i npossess i,Or( ! 8 ~ 022,;,~?, .
of Phillip Falconi, Ex. · ·
. " ' $ 622.25 rf( ~~
II
Patsy Ritzarella & AI Palafroni Wash Co.
First Street No 381 July, 1965 DSB
Canonsburg, Pa.
Not recorded-Q. Patterson.
·Station Street
Houston, Pa .
original in possession ,
of Phillip Falconi, Ex$ 1,404.00 rr~'vn
376.66 ·~~~ John Po liard
Canonsburg, Pa.
Morris Popover
Canonsburg, Pa. ·
Nick Pihiou
Adams Avenue
Canonsburg, Pa.
Georgia Stuart
Canonsburg, Pa.
II
II
II
Wash Co.
No 645 & 646 Nov Term
1963 D.S. B.
John· Soloman·& Peter Lathen Not recorded-
Washington, Pa . original inpossession of
Phi IIi p Fa I coni, Ex .
Ernest Sacco & Margar.ette Sacco Wash Co.
East Pike St. · No 427 Feb Term
Canonsburg, Pa. 1961 D.S.B.
Not recorded-original
in possession of Phi II ip
f $
'$ 1,=~~
I $ 438.50 ~'rt;
I $ :~::-~in,~
/ $ 500.00 ~~~'Yn
/ $ 4,379.76 !!!l~'n;
~
John L. Venersky
Iron Street
Canonsburg, Pa. Falconi, Ex. " $ 54.50 ~.};
Subtotal $146.050.27
Exhibit 11 B-3~
)
.. • . .
SCH~DULE 11 B11
, PERSONAL PROPERTY
VERBAL AGREEMENTS
Name and addresses
Joe Butler f
Route 18 .,
Was~ington, \Pa.
Joe Butler \
Route 18 \
Washington, ~a.~
I
I
Charles Cassidy
61 Burton Avenue '7
Washington, Pp.
1 Aubrey Higgenbothom
20 Ridge Avenue 0
Washington,_ Pa .
Bessie & Fred Hughes ~'
Canonsburg 1 Pa .
Helen Littleberry
Washington 1 Pa • to
David & Ruth Lee
Phillie Place ·~
Canonsburg, Pa.
Louis Martin
Canonsburg, Pa. ~
Tony Williams
Washington, Pa. ~
·Recorded
or Unrecorded
Wash Co
DB 1247-787
Wash Co
DB 1135 429
DB 1242-694
Wosh Co.
DB. 1063-372
' I
Wash Co
DB 1177-236
Wash Co
DB 772-41
Wash Co
DB 756-458
Wash Co
DB 760-210
Wash Co
DB 983-62
Wash Co
DB 1254-r559 ~
Exhibit 11B-4 11
e.
Amount
/ $3,343.88 ~ ---
' $21055.50 ,;i~
.,.~>
$3,500.00 ~~ -:=-~}, .__,__,,
$ 1,227.59· .Yo
• $4,216.49 ~
..., r eenr
( $ 983.00 ~'n, + ••a. a a_,
/I$ 3,000.00 ~ '),
.~~
Total $P01 523.§9
/70/S'.:t 7. ~ 1
f
RGC-36 ~• fOmtO:\Tl':..\LTH OF PF.NNS}'LVANIA
TlL\NSFER INHE!UTANCE TAX
H.ESIDEXT DECEDENT
..
SCHEDULE "C"
TR.ANSFErtS
i '
( 1) Dirt decedent, within two years of death, make any transfer of any mp.terial part .Qf. his estate, without
receiving a valuable and adequate consideration therefor? (Answer yes .or no) N0
(2) Did decedent, within two years of rleath, transfer property f,rom himself to ·himself and another or
others (including a spouse) in joint ownership? (Answer yes or no) No
(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
consideration therefor which was to take effect in possession or enjoyment at or after his death?
(Answer yes or no) No ··
(a) \Vas 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) __ ·fiL_
(b) What was the transferee's age at time of decedent's death?-----
(5) Did decedent in his lifetime make any transfer without receiving a valuable and adequate consideration
therefor under which transferor expressly or impliedly reserves for his .life or any period which does
not in fact end before his death:
(a) The possession or enjoyment of or the right to income'from the property transferred?
(Answer yes or no) -~~~o~---
(b) The right to designate the persons who shall possess or enjoy the property transferred or
income therefrom? (Answer yes or no) No .
(6) · If the answer to (5) (b) above is in the affirmative, state whether the right was reserved in .decedent
alone or others Not applicable ·
(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) No
(8) Did decedent, at any time, transfer property, the beneficial enjoyment of which was subject to change,
because of a reserverl power to alter, amend, or revoke, or which conld revert to rlecedent under terms
of transfer or by operation of _law? (Answer yes or ·no) Not applicable
(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 anrl others?
(Answer yes or no) Not applicable
NOTE 1:. The answers to these questions should be supporter!. 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 rlecedent, if any. Submit copy of any trust deed or instrument, if trans-
fers are claimed to be non-taxable, also submit detailed statement of facts on which said claim is based.
NOTE 3: List applicable property below in manner in which provided in Schedules A, B, or E.
ITEM DESCRIPTION
N 0 N E
r
/
[nsP.rt this total opposite "Transfers", Schedule "C" in the
"As Reported" column on the last page of this return.
...
MARKET VALUE
(Estimated)
.'
DEPT. VALUATION
(Dept. Only)
HC<:-3:.3e-lU
CCMML1XWE.\l.TH lW PENNSYLVANIA
TlUX::'FEH TNHEll.IT:\NC.E TAX
Rf.~IDENT DECEDENT
SCHEDULE "E"
JOINTLY 0\VNE~PERTY I
f I• ....,.
BSTRl'CTIOKS: 'l'his schedule must disclose all property, real and personal, owned by the decedent jointly
wi t.h 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 I Unit.
Address and Relationship of Co-Owners, and Place I Value
of Record of Instrument, where Real~state. 1
lt{:JOINT WITH JENNIE FALCONI-Wife·
#1 1 ALL that certain trdct of land situate partly
in Cecil Township and part I~· in Chartiers Township,
Washington County, Pa. vested in Dominic Falconi
and Jennie Falconi, his wife, as tenants by the entire
ties 9 said Deed being of record in fhe office of the
Recorder of Deeds of said Washington Co., Pa. in
Deed Book Vol. 744•fX2ge 430.
the following is situcite in Cecll Township:
2 sty brick house,,;
-~ .v / 1 sty _orick hou,s~
1 sty prim hou.se
28.78 acrEfs ·,
53.7145 acres
the following is situate in Chartiers Township:
2 sty frame house .:
33. 60 acres surface land
45. 03 acres' surface land
#2 ALL that certain lot of ground situate in the
First Ward of the Borough of Canonsburg, Washington
County, Pa. kno'&'n as Lot No. 1. in the A.A. McConn II
Plan more partic~larly bounded and described of
record in the office of the Recorder of Deeds of
Washington County, Pa. in De:ed Book 833 page 32.
d.
~~J>II"
percentage Estate
Share Valuation
. 13,000
13 ·000-......... I
3,'500
14,500
s,ooo·
Insert this total opposite/ "Jointly Owned Property", Schedule -"E"
in the "As Reported" co on the last page of this return.
7, '
I 1 ~, """
DEPARTMENT VALUATION
CAUTION-Do not Write
In This.Space.
Value ·, of Value of
Entire· Decedent's
Property · Interest
/
' '
~· -SCHEDULE "E ....
. . . . . . . . . . . . . . . .
e. I
. r
I
·JOINTLY 'OWNED PROPERTY
. .
MORTGAGES ( Joint with Jenni~ ·Falc~ni~ Wife)
Name and oddress
Joe Beiletti
S Central Avenue
Canonsburg, Pa.
Andrew Carose IIi
Washington, Pa.
Stanley Frankovich
I 0 W Pike Street
Houston Pa
Don Paris
P 0 Box
Westland, Pa.
Charles Ritter
R.D.#I
Eighty-Four, Pa.
...
)
Hershell & Pauline Wailters
Wash-ington, Pa.
Recorded or Unrecorded
Wash Co.
MB 663
Unrecorded
Wash Co.
MB 653 pg 1
Wash Co.
pg 473
DB 1184 pg 6 (Agmt)
Unrecorded \
Wash Co.
MB 526 pg 679
/
'· . ~ ' ~$ c6~-:*Bt-~-~ '~
~ Quln.no.n Patterson ( 1/\2 interest with ·PhJ1J;!~f.~I'C9~-i::}::::;;} ~-$ / 11C' _ ·~ ~ Z I ~~s~~~g~~n6~f· .:.:::·~=···,;;;.;-·~~:;;;.-· ..... 7~""' 4~;~0 ~ ..• ~'f'tT"I
NOTES:
Mary Blazer
Washington, Pa.
Unrecorded
Donaldson· Supply & Equipment Co Unrecorded
Canonsburg, Pa. -A & P Falconi Unrecorded
Henderson Avenue
Washington, Pa'.
Gasper Marachetti.
140 Highla!1d Avenue
Washington, Pa.
Aubrey Higgenbotham
20 Ridge Avenue
Washington, Pa.
Bessie & Fred Hughes
Canonsburg, Pa .
Ernest Natale
28 East Pike Street
Canonsburg, Pa .
Unrecorded
Unrecorded
Unrecorded
Unrecorded
Exhibit "E-2"
.; . •
NOTES (continued}
Alex Piechnick
Meadowlands, Po.
Robert Spoden i
Muse, Po.
Joe Sacco
Route 18
Washington, Po.
John Telesko
13 Morgan St.
Canonsburg, Po.
. . .
Gerardus H. Vander lee
22 N Central Avenue
Canonsburg, Pa .
. SALES AGREEMENTS
James Bailey ·.
Meadowlands~ Po.
·Frank Bombara
795 Ewing St
Washington, Pa .
..4rtl:!~r Kemp-
Adams Avenue
Canonsburg, Po.
Thomas Pri nee v Park Avenu·e
Canonsburg,, Po.
~way
Canonsburg, Pa.
VP71ih >911'1~ vJ.19trHwtrttHiriHir3
STOCKS:
• f . . e. . . ~ -·
JOINTLY OV\jNED PROPERTY
Recordea or
Unrecorded
Unrecorded
Unrecorded
Unrecorded
Unrecorded
Unrecorded
. Wash Co
DB 99l-15S'" . <PNA' . 'cyi L! -('
Wash Co
DB 1094-142
Wash Co
DB 756-115
Washington Co
DB 927-595 .. _
l .. ,, .· :-,.1
Wash Co
DB 986 413
Amount
$ 6, 407. 48 -----
Eighty-Four Auctio~ -54 Shares Common Stock $ 5, 000.00
E·xhibit "E-3"
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· ·s·CHEDULE up
JOINTLY OWNED PROPERTY
MORTGAGE (Joint with Phillip Falconi)
Joe Be il ett i Wash Co.
South Centra·! Avenue '
Mtg Bk 675 pg 363.
~·~h~? _...,.... """'~ ~-1&.-~~~
Canonsburg, Pa.
'\$.-BANK ACCOUNT (Joint with Phillip Fal~oni)
~ at the Union National .B~n~, Cecil, P~. . ~ ~$/>7 ·-~~.Y2,-4
LINCOLN GIHLL-1/2 interest. in Lincoln Grill
together with Harry Crosson, 142 High land Avenue,
Washingt~n, ~~. ~ -J., .3-~ ~. ~ ~~ ·-,.
II
6 lj /. l..f-3
(. I J I. 4 .l PJ 1 0/'A. 1/ t. 7
o.t.
ll.l 'J. i b .
/1.?..<.~
f-.1,3 DtJC'cc. .. l'
Exhibit 11 E-4 11
e.
../'; </.f~-77
$ -4j=%1.82 .
/
1 r $ 5,000.00
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s (J 0 (). (TV
1. "' t c. 'II 4~ !i.tO
,-
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RCC;;39 (5-68) ;, .
COMMONWEALTH OF PENNSYLVANIA
TRANSFER INHERITANCE TAX SUMMARY
RESIDENT DECEDENT !====================================================================================== ,,
· Estate of F.ARCONI, DOMINICK
(First Name)
DATE OF DEATH 8-3-67 FILE N0._9_444_-_4_3 __
,· .
(Last Name) (Initial)
REPORT OF INHERITANCE TAX APPRAISER
, I, the_ undersigned duly appointed Inheritance Tax Appraiser in and for the County of Washington
Pennsylvania, do respectfully report that I have appraised the real and personal property as reported in the foregoing return at .._
the values set forth opposite each item in the last column to the right in Schedules "A", "B", "C", and "E".
Dated: ___ ....,!0~6o!.=-;,:!,l~0-~6~9L__ __ _
08-03-67
REPORT :;~EGISTER OF WILLS:
I, the undersigned duly elected Register of Wills in and for County, Pennsylvania, do respect-
fully report that I have allowed deductions in the amounts claimed by deponent, except a _ to those items where a greater or
lesser amount is set forth in the last column to the right in Schedule "F", which great or lesser amount represents the sum
allowed as a deduction.
Dated: /-iu?-/ f
INVENTORY
Real Property (Schedule A)
Personal Property (Schedule B)
Transfers (Schedule C)
Joint-Held Property (Schedule E)
TOTAL GROSS ASSETS I
Less Debts a'nd Deductions
(SCHEDULE F)
CLEAR VALUE OF ESTATE
Valua.tion of life estates or
annui ii es • • • • • • • • • • • • • • • • • • • $ __ ___;_ __ ______. __
.,
ESTATE TAX ASSESSMENTS $----------~---
FOR USE OF REGISTER ONLY ,,/
Tax o~ $ /~'-£ 01{" If! ~
Tax on$ 6%
·Tax on$ 5%
tax on $ -------------4---· 10%
Tax on$ 15%
Exemptions •
Total Estate ---------1----
TOTAL TAX
)
COMPUTATION OF TAX
$------~~~~~·R~o~~7~.1--
$ ______________ 4----
$-------------4----$ ______________ ~---
$ __________ 4----
Less tax previously paid
BALANCE
Less 5% of tax if paid within
3 months after death
$==1}~6~, =o==o=c>~~,.,;;o;,;o=
$ . OU£.R.pA,'iJ
$=====:::::::==
BALANCE OF INHERITANCE TAX DUE
VALUE AS REAPPRAISED
$--------------~-
(*) As evidenced by Charitable
Exemption Certificates issued
by the Secretary of Revenue.
. · ~-~dd interest at rate of 6% from
~. · to ---------
AMOUNT OF ESTATE TAX ASSESSED $---------+--
Estate tax paid · $ _____ __..l ___
BALANCE DUE· -$ _____ __..~ __
Add interest at rate of 6% from
-----------1•0--------$-----------4----
TOTAL TAX BALANCE $ -----------+------~-pAID $ ____ _:.,_ ___ _L_ __ _
. .1tt'
FOR USE OF REGISTER ONLY ADJUSTMENTS
NO~E: Where subsequent adjustments are made to the above computation of tax by the Register of Wills, for proper reason,
same should be noted below, with short explanation. •c. . f :.
·' I J I~
~ ;----........
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Will
Administration ~ No. , .....
IN THE
Year .....
MATTE~ OF THE APPRAISEMENT
OF THE
ESTATE OF
DOMINICK FALCONI ....
D,eceased
Late of. __ . C_ANO~~J;lQ~G ........... __ ............. .
County of W.A.S.liJ:f\G '1\)_N . ----...... .
Commonwealth of Pennsylvania
REPORT AND APPRAISAL
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R C C-81 (2-64)
,COMMONWEALTH OF PENNSYL VAN lA.
DEPARTMENT OF REVENUE
BUREAU OF COUNTY COLLECTIONS
INHERITANCE TAX DIVISION
NOTICE OF FILING OF APPRAISEMENT
PHILLIP FALCONI
(Executor ~~)·
. _:..
IN YOUR REPLY PLEA8E
REFBR TO 37-40-1
In Re: Est ate of ____ _..D~O~M=IN~IC~K~F~AL=C~O::.::N:.:I _____ _
______ ....::W:.::A=S;.:H:.:Il.'J:::.G=-TO=N::__ ___ County -File No. 9444-43
Dear Mr. Falconi:
You are hereby notified that the original
appraisement in the estate of Dominick Falconi
has been filed in the office of the Register of Wills qf Washington
County on June 9 , 19..6.9,. Said appraisement reflects· the
following valuations:
Real Estate __ ~--------~64~.3~5~0L.OO~------
Personal Property ___ ~l~7~0~~·5~2~7~·~3~7~--
Jt. Held ~ -----~7!.-1'1..!.9~4b;:..:•~7,::1 __
Total --------2...;.;.4,_2.:...~,:...;;8;....;;2.;;::4~· 0..;;...8;;;.... __ _
As to such tax that is paid within thr~e months.from date of
death, a five (5%) percent discount is allowable. As to any tax that
remains unpaid after one year from date of death, interest at the· rate
of six ( 6%) percent per an'num is charged.
Any party in interest who is aggrieved by an appraisement may
appeal therefrom as provided by law.
Date ____ J~un~e~l~O~·_:l~96~9~----signe~L~e~
Title W.R. CHAN~ C~APPRAISER
DATE OF DEATH: August 3, 1967
Note: This is not a bill.
r • Form RC C·lO DEDUCTIONS ALLOWED IN
I
THE SUM OF ............ $ ... !i.1 ... 7f.Z.f/l
DATE AP OVED . . . . . . . . ...!....~ .... ~.--:.. .. 2-Z
(' ~-OFFICE OF THE . ~
REGISTER OF WILLS
STATEMENT OF DEBTS
oF Washington ouNTv AND DEDUCTIONS
AND AGENT OF THE COMMONWEALTH
ESTATE OF DOMENICK FALCONI
DATE OF FILING APPRAISEMENT----------DATE 01' DEATH lzUgUSt 3, 1967
DATE NO. OF NAME OF PAYEE REMARKS AMOUNT VOUCH£"
Mario De Angelo Mortuary Funeral 4, 728 00
Catholic Cemeteries Assn. Cemetery Lot 1,140 . 00
Catholic Cemeteries Assn Opening Grave 110 00
~r "P::~rric.k r.hnrc.h Fnne:ial _M::~~ ~· '· r ()()
Malone's Flower Shop Flowers lC 1)0
C:.::~vrln~ Mnnmnent Co Gr~ _Marke_r 111; ()()
n .... u~1~1-. T C'+-~1 ............. M . ..:1..: ,, '0'11 , I ,-, ,....,....
~~. ·r ·--..... ··:;; vv
Dr. Frank Concilus Medical Bill 75 00
Dr. John A Malcolm Medical Bill 15 00
Dr Rrn-nn Mp_d.i..c_al _Ril J a:; ()()
Canonsburg General Hospital Hospital Bill 54 94
Guzell Hardware Bill 2 10
Donaldson Supply & Equip Co Bill. 55 19
Katz Brothers Bill 51 03
Chris Vlachos, Esq. Legal Costs 6 00
B A Franks Prorhnnntarv· FilinQ' 'FP.P . A t;()
M F. Kn~t'nri~~ F.~n T. p_Q.al ....c.n.s...t:_ ~ 1~ (\(\
~
Bell Telephone Bill 30 75
Internal Revenue Service 1965.,...66-67 Fed Tncome Tax 8,283 27
Real Estate Taxes 1967 1 17? hh
\. . 'T' "''p ..... 196-s--Frduc iar_y .. Return:·-.... ~.-4...-0-e-& ~~
....
M F. Kn~rnri~~ F.~n Art-nrnPv· li'~P · n nnn ()(\
Phillip Falconi Executor·' s Coimnission 1'-2,500 00
Yolanda Passalacqua Managerrierit ·Fees· 5 000 00
~/;j ~fl rtf
COMMONWEALTH OF PENNSYLVANIA }sa: $'4'., ,-J-./ v ./ -
COUNTY OF :Washjngton
I, Ebj] J jp EaJconj HEREBY CERTIFY, THAT. TO THE BEaT OF
MY KNOWLEDGE AND BELIEF, THE FOREGOING IS A JUST AND TRUE SfATEMENT OF DEBTS, FUNERAL EXPENSES AND EXPENSES OF
ADMINISTRATION SUBMITTED TO THE ESTATE OF Dnmi -n i I" k ·lt'~ 1 rnn i ~ .0EC&:A8ED, AS DEDUCTIONS FOR
INHERITANCE TAX PURPOSES. ~~{L ~~ ....--..__ SW~D S~BSCRIBED BEnE THIS Qtb
~ ';C/ <L. 6.) DAY~ PhillipFalconi
A T11l'\T ~ ///'7A~ A~fl / ~ /, ·
./ ' ·VVVf/1 c. ~ -u ~n-c
~VELYN C. TELESKO, Notary Public
9anonshurg, Washingtow Co., Pa. 15317
My Commbion Expiros March I 0, 1973
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RCC·72 (9·68)
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF COUNTY COLLECTIONS
APPLICATION FOR AND CONSENT
TO TRANSFER SECURITIES
REGISTERED IN THE NAME
OF A RESIDENT DECEDENT
APPLICATION (MUST BE FILED IN TRIPLICATE}
TO THE PENNSYLVANIA DEPARTMENT OF REVENUE:
DATE 2-5-79
Application is hereby made for coosent to the transfer of the following securities of a Pennsylvania
Corporation or a National Banking Association located in Pennsylvania:
(a) 51 (b) UNION NATIONAL BANK OF PITTSBURGH (c}_CO_M_~iliO_.N ______ _
(NOTE: In describing securities enter in (a}, ab 01e, either the number of shares of stock or the face amount of
registered bonds, in (b), the name of the issuing company and in (c) the class of stock or the stated interest rate
a8~tm~~~itl9~4~f~z!{ii~~~e~~~~hh, 11, 1970
ISSUED ON Mar 19, 1962' Mar 2~6n~~~~i~ TBT~~ARKET VAJLUE OF $_1:._'6_-'_2 ·.,....0 _0 _____ _
(Date)
as of the date of death of the decedent, _;:_Do..:..;m_e"""n_i_c_F_al_c_o_ni _________ , on_.:._Au..:..;gu'"---s_t---")-'-,._19"""6_7 __ _
(Name of Decedent) (Date of death)
who was lateof_~R~·~D~·~#~l~--------..:..;C~an==o=ns~b~ur~gL_ _______ W~a~s=hi==ngt~o~n~--------p-~----------
(Street and Number) (Post Office) (County) (State)
The securities are registered as follows: _Do_m_ ... e_ni_c_F_al_c_o_ni ___________________ _
(Name or names in whi·ch certificates are registered)
~~ Phillip Falconi R. D. # 1 C~oneburg, PA 15317 EXECUTOR ).----(-Na-me_> ____________ <~-~-e-ss_> _______ _
NAME OF APPLICANT Phillip :falconi ------------------
COUNTY FILE NUMBE~-7/-laX" ADDRESS OF APPLICAN~R. D •. 1--1-, nsburg, PA ~5:7
BUREAU FILE NUMBER SIGNATURE OF APPLIC __ _
NOTICE: IF YOU FAIL TO PROPERLY FILL IN ANY PORTION OF THIS· PLiCAT10NilTWIL
CONSIDERED COMPLETE AND WILL BE RETURNED TO YOU FOR COMPLETION.
COMMONWEALTH OF PENNSYLVANIA-DEPARTMENT OF REVENUE
.)
CONSENT TO TRANSFER SECURITIES DATE_/..J~ /'??~
I hereby consent to the transfer of the above securities now registered in the name of the aforesaid
Decedent and waive the filing of a certificate certifying to the payment of the transfer inheritance tax to which
the property of said Decedent is made subject pursuant to the provisions of the Act of June 20, 1919, P.L. 521,
as amended and the Act of June 15, 1961, P.L. 373, as amended. This is also in accordance with the provisions
of the Act of April 9, 1929, P.L. 343.
This Consent to Transfer the herein described property operates only in reference to the estate of the
above-named Decedent.
0 7 0 d7-(.jtJ-1
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SUPPLEMENTAL INHERITANCE TAX SUMMARY SHEET J
(BUREAU USE ONLY)
File Number. _____ 63:::..-....:7:.....1_-....:.10_2_6 ________ _
Estate Name Domenick Fa1coni
Date of Death ----~8--3-~6~7 __________ _
Social Security Number ______ ._....;_ _________ _
REPORT OF INHERITANCE TAX APPRAISER
I, the undersigned duly appointed Inheritance Ta'x Appraiser in and for the County of Washington
Pennsylvania, ·do respectfully· report that I have appraised the real and personal property as reported in the foregoing
return at the values set forth opposite each item in the last column to the right in Schedules ~'A", "B", "C", and "E".
Dated: _ _:A.;.~P:.=r~i=l:.....=2..;...1,L-1.:..:9;..;;8..;;.0 ___ _ &~~ 12 !20~0-a-.---
INVENTORY
Real Property (Schedule A)
Personal Property (Schedule B)
Joint-Held Property (Schedule E)
Transfers (Schedule C)
TOTAL GROSS ASSETS
Less Debts and Deductions
(SCHEDULE F)
. CLEAR VALUE OF ESTATE
Valuation of life estates' or
annuities .••• • • • • • • • • •. • • •
FOR USE OF REGISTER ONLY
Tax an $
Tax on $
Tax·on $
Tax on$
Tax on$
Exemptions
Total Estate
$
RATE
10.50C
IVt .;JV\1
VALUE AS APPRAISED CODE
10,500. po 00+
10+
20+
30+
10,50( .oo
40-
10,50C .oo
FACTOR
.fQQS
6%
.oo liJ%
* .uu
TOTAL TAX
Less tax previously paid $
BALANC:E $
Less 5% of tax If paid within
3 months after death $
BALANCE OF INHERITANCE TAX DUE
Add Interest at rate of 6% from
i L-1-fo. 2{ to s-5-ff?;
~ 'j'?-..
BALANCE DUE
TOTAL TAX BALANCE
PAID
INHERITANCE TAX APPRAISER
ADJUSTMENTS
(HARRISBURG USE ONLY) REMAINDER APPRAISEMENT CODE
92+
93-
PRINCIPLE VALUE CODE
COMPUTATIO~ OF !A).(
$
$ ~10. w $
$
$
(*) As evidenced by Charitable
Exemption Certificates Issued
$ 210. 00 by the Secretary of Revenue.
$
$ LCf.tf.Cj_D ~~tb $ f0</. 9'1J
$
.. .,.
REV-518 (3·79)
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF FIELD OPERATIONS
P. O; BOX 2970
HARRISBURG
17105
NOTICE OF FILING OF APPRAISEMENT
Phillilp Falconi
(Executor or Administrator)
IN YOUR REPLY PLEASE
REFER TO
Investigation Division
In Re: Estate of Domenick Falconi
__ wa_s_h_in_g~t_o_n __ County -File No. 63-71-1026
Dear Mr. Falconi:
You are hereby notified that the __ __:.Su.::.p£..p~>::l=.e.=.:m::.e:..:n=-t=-=al=--------------
appraisement in the estate of DGJDenick i'alconi
has been filed in the office of the Register of Wills of __ -=.W~a~s~m~·~n:cg~t~on~--:---------
County on April. 21 , 19__&2. Said appraisement reflects the following valuations:
Real Estate _______ 1_0_.,'-".500:....·_._00 _______ _
Personal Property ________________ _
Transfers -------------,.-------
Jointly Owned------------------
Total _________ ~~~~~--------10,,500.00
As to such tax that is paid within three months from date of death, a five (5%) percent
discount is allowable. As to any tax that remains unpaid after nine (9) months (fifteen months
when death occurred from December 22, 1965 to June 16, 1971, inclusive; and twelve months
when death occurred prior to December 22, 1965) from date of death, interest at the rate of six
(6%) percent per annum is charged. ·
Any party in interest who is aggrieved by this notice may object thereto within sixty
days after receipt of said notice as provided by Section 1001 of the Inheritance and Estate Tax
Act of 1961, 72 P. S. 2485-1001, P. L. 373.
Date April 21, 1980
DOD: 8-3-67
T.D. 37-4o-1
NOTE: This is not a bill.
Title Appraiser II
I·
RCC-84
(8-77)
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION
-.
OFFICIAL NOTICE OF
INHERITANCE TAX
ASSESSMENT
TO: Phillip Faleeei R •• D.# 1 . CaaeBS~g, Pa. DATE-_,Aa]p~~~U..&.. -<2&:1~t~197l8o~----
ESTATE OF Dom~ck Falcoll,j
FILE NO. 6~71-1026
For County Information purposes only
COUNTY FILE NO: 37 I1Q 1 -DATE OF DEATH __ -=--_-,,.--::::;.·--I.,-1-----'-/::__ __
----------------------------------"'!"------------------------------------. .
Appraised Value of Estate:
Real Estate
Personal Property
Jointly Held Property /Transfers
Total Gross Estate
Total Approved Deductions
Clear Value of Estate ~
Less: Approved Charitable Exemptions
Clear Value of Estate Subject to Tax
Amount Taxable @ft% Rate . XX
Amount Taxable @ 15% Rate
Less Credits:
DATE OF PAYMENT
f~ ·i;
&7Po
AMOUNT PAID .
$
s --'11~eo~,s"3feo~.o=*or----
s __ ,,.,..or-,-=5Q1"1tO"r".-t"QOrt"r--
. $--~~""~~-10,!)00.00
/
$--~~~~~--10;50Q.ti1
s~.,.,.,or-,~;;ool"'f'r-."~"~0f"r0---tax due ·s ~ ~2M11AO~.OORA----
tax· due
TOTAL PENNSYLVANIA INHERITANCE TAX. DUE $ 210.00
DISCOUNT .INTEREST TAX CREDIT
+ $ :::__ __ _ $. = $ "------
+
+
$ 35.~ 9·0
Interest will accrue at
Inheritance tax from
the rate of six (6) percent per annum on the unpaid balance of ./!-_1:~/5[ > -to the date of payment.
. Assessed by: ·' .' .}. J (
SEE REVERSE SIDE FOR INSTRUCnONS
REGISTER OF WILL'S COPY
Agent for the Commonwealth
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INSTRUCTIONS
To ins~re proper credit to your account, the name of the estate and file number should be clearly print-
ed on the check or money order.
This assessment is made in accordance with Section. 708 of the Inheritance and Estate Tax Act of
1961 (72 P.S. § 2485-708).
To the extent that inheritance t~x is paid within 'three (3) months after the death of the decedent. a
discount of five (5) percent is allowed (72 P.S. § 2485-716).
Inheritance Tax, other than tax on a future interest, is due at the date of the decedent's death and becomes
. delinquent at the· expiration of nine (9) months after ~he decedent's death (72 P.S. § 24~5-711 ). Inheritance
Tax on a future. interest is payable within three (3) months after the transfer takes effect in possession and
enjoyment and is delinquent thereafter (72 P.S. § 2486-712). Calculate interest from the delinquent date shown . .
on the face of this form to t~e date of actual 'payment using the following interest table:
1 month .005 4 months .020 7 months ,035 10 months .050
2 months .010 5 months .025 8 months .040 11 months .055
3 months . 015 6 months .030 9 months .045' . 12 months .060
1 days .00017 11 days .00186 21 days .00352.
2 days .00034 12 days .00203 22 days .00369
3 days .00051 13 days .00220 23 days .00386
4 days .00068 14 days .00237 24 days .00403
5 days .00085 15 days .00250 25days .00420
6 days .00101 . 16 days .00267. 26 days ·.00437
7 days . 00118 17 days .00284 27 days .00454
8 days .00135 18.days .00301 28 days .00471
9 days .00152 19 days .00318 29 days .00488
10 qays .00169 20 days .00335 30 days :00500
------------------------...;..--------___ ....;. ____ ---_____ .,....;. -!"'--...... -----------------
Any party in interest, )ncluding the Commonwealth and the personal representative,· not satisfied with
the assessment may object thereto within sixty (60) days after receipt of this Notice as provided by Section
1001 of the Inheritance and Estate· Tax Act of 1961 (72 P.S. § 2485-1 001 ).
Make· check or money order payable to:
"Register of Wills, Agent"
Mail to the address listed below:
Form RCc-33
DEPARTMENT OF REVENUE
to. u). BUREAU OF COUNTY COLLECTIONS
RESIDENT DECEDENT t 3-7/-/0:l ~ COUNTY OF .......... Y:I..A.$:EUNG.T..9N .................................. .
IMPORTANT: This return must be completed in detail and filed in duplicate, with will attached, with the
Register of Wills of the County where decedent resided; Return is due within one year after
date of death, unless an extension is granted by the Secretary of Revenue. (Section 703 of
tl}e Inl::u~rit!lnce __ !ln!f .E.f:!t!lte Tax 1\ct of HHll.)
IN THE MATTER OF THE ·ESTATE OF ~ AFFiDAVIT OF ==:~~~~:;;~;;:~:~~·,:: :: _:::: =.:,_
:::.::.--~;::_:~:::::----_::·_-~:~=} '"
................................ :Ph.i.JUP. ... :J:f.~J.G..9..@. ................................................................... .......... ................. ........................................................................................................................ ................ Executor
~~NK*.IDX of the estate of the above-named decedent being duly sworn, depose S and sayS
Decedent· dJed ........................................................................ ..
(Month\
.......................................... , 19 ..................... .J testate leaving a last will, copy of which is hereto attached. }
(Jiay) (Y~ar) l. intestate
Name and address of attorney or}
other authorized representative to ···
whom all correspondence should be.
mailed.
...... M ....... E. ........ Ku.sturiss.~ .... Es.q.~ ............ ..
Canonsburg~ Pa ...... ·
That as such ... ~.¥.;~.9-.!t.QJ: ...................... deponent is familiar with the affairs of said estate and the property con-
< l•:xl~c:utOI'·Administrator)
Rtituting the assets thereof and their fair market value.
That at the time of death there was no safe deposit box registered in decedent's individual name, or jointly
with, or as agent or deputy of another, or in decedent's individual name, with right of access by another as agent
or deputy, with the exception of the following:-
NAME AND ADDRESS OF BANK OR OTHER INSTITUTION THIS SAFE DEPOSIT BOX RENTED RELATIONSHIP OF JOINT
IN WHICH DECEDENT RENTED A SAFE DEPOSIT BOX IN NAME OR NAMES OF HOLDERS TO_DECEDENT
That the contents of said safe deposit box or boxes are itemized under Schedules of this ---return, with the exception of the following, for the reasons hereinafter set forth:
That Sc.hedule A attached !:'!ere to 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 ~orth the mortgage encumbrances upon each parcel of real property at the date of death, giving
the amount still due at death, name of mortgagee, date, rate of interest, and book and page of record
thereof, It also sets forth in the columns provided therefore the assessed valuation of each of said
parcels, the estimated market value thereof as of date of death of decedent.
That Schedule 8 attached hereto and made part hereof sets forth fully and in detail all personal
property wheresover situated owned by the decedent at the time of death; all moneys left by the decedent
at the time of death, 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 ~or
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 ,d~~e:denti s death
in all other cases;· ail bonds, postal savings, treasury certificates or notes and othe~' .evidence o.f -in-
debtedness of the United States to the decedent; all obligations, whether by statute'or agreement they
n rf! des i~nated as tax free, of the United States; or any state, or political subdivisi?n. thereof, .or cif
'~n~· f0reign country, which are owned at the time of death; all wearing apparel, jewelry; s:l)verware, pic-
tures, lJooks, works of art, household furniture, horses, carriages, automobiles, boats, and any and all
other personal chattels of whatsoever kind or nature, left by decedent, together with the fairly estimated
market valne thereof; all bonds and mortga~es held by decedent and of all claims due and owing decedent
at the time of death, and all promissory notes or other instruments in writing for the payment of money
or wfo i.cto decedent rlied possessed, of whatsoever nature, with interest thereon, if any, giving the face
value u.n•t estimaterl fair market value thereof, and if such estimated fair market value be less than the
face value, it sets forth briefly the reasons for such depreciation-as to each item; all moneys payable
to the estate from life insurance polici-es carried by decedent; all annuity and endowment contracts the
proceeds of which were payable upon the death of the decedent; and all the corporate stocks and dividends
due thereon and unpaid as of the date of death, bonds and accrued interest thereon to the date of dece-
dent's death and other investment securities owned by the decedent at the time of death, with the market
value thereof at such time.
In the case1 of securities of close or family corporations, the values reported. are as far as
possible subs·tantiatetl by financial statements of the corporations, showing the assets and liabilities
thereof as of the· date of death. The schedule also sets -forth the interest of decedent at the time of
death in any co-partnership or business, and in support of the value of such interest there is annexed to
said schedule, financial statements sho·.ving the assets and liabilities of said co-partnership or business~
A copy of the co-partnership agreement, (if oral, a statement setting forth the nature of the agreement)
together with a statement setting forth the character of the business, its location, and such other .facts
pertaining to the business as may be pertinent to a fair and just appraisal of the decedent's interest
therein must be submitted.· It sho.uld also set forth in itemized form, togetheri with the fair '"f~k~t ,value
thereof, any other property owned or bequeathed by the decedent at the time of death.
The Sche.dule C attached hereto and made part hereof sets forth a true ans.we~ ti)'"each inquiry
contained therein and in the case of transfers ofproperty, real or personal, within twg ye~~;_rs of d~cedent' s
death, in contemplation of decedent's death, or intended to take effect in possession or enjoYment at or
after death, said schedule sets forth the nature and value of such property, to whom transferred, the
relationship of the transferees to the decedent, the proportionate share received by_ "e'ach · transfe~ee and
all other facts of a pertinent nature regarding said transfers. In tbe_ca~e of t~ansfers intended to
take effect in possession or enjoyment at or after death, there is also attached to the schedule a cony
of the deed, trust agreement or other instrument creating the ·trust. TherA is also'set forth in said
schedule a list of all property, real and personal, with its value, which passes at decedent•s·death by
virtue of the exercise by decedent, either individually,.orjointly with another, or any power of appoint-
ment vested in decedent, either individually_or joi~tl~,_b~ the wi_ll, _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 de~th, ·.the nature of their res-
pective interests, their relationship, if any, to the decedent, together with the ages at the time of
decedent's death of all minors, annuitants and beneficiaries for life under decedent's Will. It also
contains a statement showing which of the beneficiaries named in the decedent's will, if any, died.prior
to decedent, the dates of their death, their issue, and the relationship of such issue to the beneficiary.
That Schedule E attached hereto .and made a part hereof sets forth all property, real and per-
sonal, owned by the decedent jointly with another or others, including intangible, standing in·the name
of the decedent and others, plus the date and place of record of instruments effecting the vestiture of
real estate and the date of acquisition of personalty, plus the name, address and relationship, if any,
of co-owners to the decedent.
That Schedule F attached hereto and made a part hereof sets forth fully and in detail all debts
and deductions claimed for and on behalf of this decedent's estate, including funeral expenses paid;
family exemption, where applicable; costs of administration of this estate; counsel fees and fudiciary's
commissions paid or to be paid; cost expended for burial trusts, tombstones or gravemarkers, and reli-
gious services, in consequence of the death of the decedent; debts and claims owing and 1mpaid at time ~f .. . death; taxes accrued charge.able for period prior to decedent's death. (except. those allowed under Section
651 of the Inheritance and Estate Tax Act); together with a s'tatement of collateral pledged for obliga-
tions, if any. It is agreed that the fiduciary will present proof of said claimed obligations upon re-
quest, that if the amount actually paid in settlement of any fee, commission or debt is less than the
estimated amount claiming and allowed, that the same will be reported to the Register of Wills, and that
the amount of tax assessed can be reassessed in accordance therewith.
That the totals of the appropriate columns in Schedules "A", "B", "C", "E", and "F" as directed therein,.
have been carried forward and properly registered in the Summary.
Subscribed---and sworn to before m /~-~" +-J) ..................... Ysi. ... tkf. ... l~/';f/1 :. . y of ............... ..
.................. ~.: ...... ":)/..<J/ "·. ' · ......... .
'I' ,. ,
G"tE:C.":-~ ~· 'i t:i..i:::SKO, Not0111Y Public ~tlnonscurg, Washington Co., Pa. 153..-;7 ~~w "'"'""' . . c,:-... . • '"'~ , m~!'S•,or:: ,_xcin::s M'l•r:fJ lO .1 O'J7
NOTE: Before signing affidavit make'sure
(Street Number)
(City or Town and State)
all blank spaces in the affidavit and schedules annexed are
filled in ~ith details or the word "None~, and in 9ase the assets include rare and unlisted securities,
securities of close or family corporations or an interest ir any co-partnership or business, that the
data and statements required under the paragraph above relating to Schedule "B" are attached. Also make
certain that column #1 in the "Summary" has been properly completed as above-directed.
·-.
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~ ·f I ·e!i C~341"~7 3)
• COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF COUNTY COLLECTIONS
TRANSFER INHERITANCE TAX
RESIDENT PECEQENT REAL PROPERTY
Real property in Pennsylvania, with statement of mortgage encumbrances upon each parcel :~t ·death of dece-
dent. Property held by tbe decedent oS'';'f'enont in"common with" another or other, should be identified ·•··
as to quantum of interest and the estimated value should be that of the decedent's interest·only. (Property
·held as joint tenants with right of surviorship or tenancy by entireties should be reported on Schedule "E.")
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
conv·eyance by which the decedent to'ok title; If a farm state number of a-
cres; also statement of mortgage encumbrances upon each parcel' at d~ath
of decedent. Taxes, assessments, accrued Interest on mo;tgages, etc.,are
to be listed on Schedule"F" ond must not be deducted from this schedul•.
(1)
ASSESSED VALUE
FOR YEAR OF
DECEDENT'S
DEATH
1. Lots 8, 28 and 30 in the Beacon Manor
Acres Plan of Lots, situate in Peters
Township, Washingt~n County, Pa which
Plan is recorded in the Office of the
Recorder of Deeds in Plan Book 8 page 87
being more fully described in Deed from Grant
Furlbng, Sheriff of the County of
Washington to Domenick Falconi in
Deed Book 1123 pages 250.
2. Lot No. 20 in the Beacon Manor
Acres Plan of Lots, situate in Peters
Township, Washington County, Pa. which
Plan is recorded in the Office of the
Reccirder of Deeds in Plan Book 8 page 8
· being more fully described in Deed from
Grant Furlong, Sheriff of Washington Co
Pa to Domenick Falconi in Deed Book 115
page 671.
3. All that certain tract of ground situate
in Peters Township, Washington County,Pc.
containing 44 acres 155.3 perches, 1 more or less, more fully described in D~ed
from Stefano Menichi to Domenick Falconi
in Deed Book 869 page 15 .
3 ~ ... ~
~( 7 £/to
Insert this total opposite "real property", Schedule "A" in the X X X X X
"As Reported" column on the lost page of this return.
•,. ,....,
(2)
ESTIMATED
MARKET VALUE
4,500.00
1,500.00
4,500.00-
$10,500.00
(3)
DEPARTMENT
VALUATION
• -·' .. >"
CAUTION
(Do n~t write
In thla apace)
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...• :.·11. ·,-
REV-457 (!·80)
COMMONWEALTH OF PENNSYLVANIA
• DEPARTMENT OF REVENUE
TRANSFER INHERITANCE TAX
RESIDENT DECEDENT
SUPPLEMENTAL
INHERITANCE TAX ..
APPRAISEMENT
f.
Estate of ___ D_o_m_e_n_i_c_k __ Fal_c_o_n_i ____________ _ File No. __ 6 .... 3-_7..._1_-_10_2_6 _________ _
County ______ w._a_s_hi_·ng~t_o_n ____________________________ __ Date of Death 8-3-67 --~------------~~------------
In the event that any future interest in this estate is transferred in possession or enjoyment to collateral heirs of the decedent aftef 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.
PROPERTY REPORTED BY THE ESTATE DEPARTMENT'S
APPRAISED VALUE
1. TOTAL REAL PROPERTY-SCHEDULE "A" 10,5()0.00
2. TOTAL PERSONAL PROPERTY-SCHEDULE "B"
3. TOTAL TRANSFERS-SCHEDULE "C" .. -" . ' .. --..
4. TOTAL JOINTLY OWNED PROPERTY-SCHEDULE "E"
TOTAL. R E~ORTED PROPERTY 10,500.00 ..
PROPERTY NOT INCLUDED. IN RETURN BUT APPRAISED BY THE COMMONWEALTH
I
' I
I .. ,
' . !
• ' I
' :
. .-t'
:
' '
' l
TOTAL UNREPORTED PROPERTY
TOTAL GROSS ASSETS 10,5()0.00'
. . . ... . -··· ... . . " . LIFE ESTATE OR ANNUITY CALCULATION
-
I do hereby certify that the above appraisement is made in conformity with Pennsylvania law and has been filed this day
with the Register of Wills, Jl) /J_ ! I {lyn;t.-~ f< ~~L~~ 1 jt11J
APPRAISER DAilE
I I
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(OFFICIAL USE ONLY)
WILL
NO. YEAR ________ _
ADMINISTRATION
NO. YEAR ___ _
ESTATE OF ]) ,,m e ·";I ' i<; Fe l c .. ,,.,"' --,_,
ADDRESS 0 o tv iJ AJ < .lj u tt)
COUNTY OF (;0 0 '6 I •.
DOCKETN0. ___ ~~·~7 ______________ _
PAGE NO. '::f_Q
LINE NO. I
:· .•
RCC-84
(8-77)
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION
TO: Phillip Falconi · R •• D.# 1
M.E. Kusturiss, Esquire
OFFICIAL NOTICE OF
INHERITANCE TAX
ASSESSMENT
Canonsburg, Pa. DATE---'--A.....:p:._r_l_l_2_1_,_1_98_0 ___ _
Domenick Falconi ESTATE OF-----------------------
12 N. Jefferson Ave., Canonsburg, Pa. FILE N0. ___ 6_;_3_-7_1_-_1_02_6 ___ _
COUNTY OF __ W_as_hi_._n_g_t_o_n ____ _
For County Information purposes only
COUNTY FILE NO: 37-40-1 DATE OF DEATH_~?_-__;:3:....-__;:G,~/ __
Appraised Value of Estate:
Real Estate
Personal Property
Jointly Held Property /Transfers
Total Gross Estate
Total Approved Deductions
Clear Value of Estate
Less: Approved Charitable Exemptions
Clear Value of Estate Subject to Tax
2%
Amount Taxable@ ~Rate
Amount Taxable @ 15% Rate
'•
$ __ 1_0_.,..::;_.500_._00 __
s __ 1....,o~, .... 50 ........ o ......... oo...___
s __ j""0-'1,....,500~c...oo.......,__
$==~10~·~50~0~-~00=
$ 10,,500.00 tax due $ 210.00
tax due
TOTAL PENNSYLVANIA INHERITANCE TAX DUE $ 210.00
Less Credits:
DATE OF PAYMENT AMOUNT PAID DISCOUNT INTEREST . TAX CREDIT
$ + $ -'-------$ =$ .:_ ___ _
+
+ =
s 13/fo 1#.?t» ..
BALANCE OF PENNSIL~NIA INHERITANCE TAX DUE $
~~~tPt 3vkl g~k>e at the rate of six (6) percent per annum on the unpaid balance of
I n h e r it a n c e tax fro m __ _,l_,_/_-__,"?>'----"'1...-'t!<..""-------------------to the date of
5-:2-?o
pj._ t5 3~'/,10 ~
__l Ocv-V q;-~ r'~ 8. V ~ h-~-j~ SEE REVERSE SIDE FOR INSTRUCTIONS .f'.. ~0 TO BE DELIVERED TO TAXPAYER
)
\1
\.
INSTRUCTIONS
~;;-;rT:~ in~we p~~per credit to your account, the na~e o!, th~ -!~t~!~,.~nd til~. nl!,m~er ~-~o.ul~.-~e,cl_~~,rly.~~i~tr. ·' . ed on the cliecl<. or·rrloriey order. ., __ .. t• .. ;':lL''"l!~·" •. ,.., • ·,..ll. • ·'-...... ~ .•... J .. ., ·· ':~··· L. r.,~ ..
-'~rr·-:n!.:~{;. ;T1·~--.~·sr~.')s· ·.s.(e'1s;·sment ··s made ··n accordance w•'th . • . . . '' ., " a Section 708 of the lnhefif~n@::'and! Estcife'Jtii>l-fAct" <>t· :. •
To the extent that inheritance tax is paid within three (3) months after the death of the decedent, a discoGrit;;oHtJ<fsf!~ercent is allowed (72 P.S. § 2485-716).
lnherit~nce Tax, other than tax on a future interest, is due at the date of the Het:~1de·ni(~ death and becomes
delinquent at the expiration of nine (9) months after the decedent's death (72 P.S. § 2485-711 ). Inheritance
Tax on a future interest is payable within three (3) months after the transfer takes effect in possession and
enjoyment and. is delinquent thereafter (72 P.S. § 2485-712). Calculate interest from the delinquent date shown
on the face of this form to the date of actual payment using the following interest table:
---------------------------------------------------------------------------
1 month .005 4 months .020 7 months .035 10 months .050
2 months .010. 5 months'• •• :·; .,;;.:_ r ;::025 8 months .040 11 months .055
3 months .015 6 months .030 9 months .045 12 months .060
1 days .00017 ~.~:; .• •.:I~ \: ~ (l r days .00186 21 days .00352
2 days .00034 12 days .00203 22 days .00369
3 days .00051 13 days .00220 23 days .00386
4 days .00068 14 days .00237 24 days .00403
5 days .00085 1 .>d. ·YJ~ r (15 days .00250 25 days .00420
6 days .00101 16 days .00267
;' .:~~ 26 days .00437
7 d~\'1~/o! ';':~00118 17 days ~~!)~~6§6~---t ~ .... -.... 27 days .00454
8 days .00135 18 days ..... ,.. 28 days .00471
9 days .00152 19 days .00318 29 days .00488
10 days .00169 20 days· .00335 30 days .00500
---__ ~:Q~i~--------------------------------------·-----------------------
Any party in interest, including the Commonwealth and the personal representative, not satisfied with
the assessment may qbject thereto within sixty (60) days after receipt of this Notice as provided by Section
1001 of the Inheritance and Estate Tax Act of 1961 (72 P.S. § 2485-1001).
Make check or money order payable to:
"Register of Wills, Agent"
Mail to the address listed below: F' ~ .. •,
..4
..
--~-------------------------------------
';) ·!:,·}··1'1
41-s -r2.. ~~
REV-1500 EX(01·10) tat 1505610143
OFFICIAL USE ONLY
PA Department of Revenue pennsylvania
Bureau of Individual Taxes oEPARTMENroFREVENuE
County Code Year File Number
PO BOX.280601
Harrisburg, PA 17128-0601
INHERITANCE TAX RETURN 6 3
RESIDENT DECEDENT 71 1026
ENTER DECEDENT INFORMATION BELOW
Social Security Number Date of Death
173 12 5907 08 03 1967
Decedent's Last Name
FALCONI
(If Applicable) Enter Surviving Spouse's Information Below
Spouse's Last Name
Date of Birth
01 23 1892
Suffix Decedent's First Name
DOMENICK
Suffix Spouse's First Name
Spouse's Social Security Number THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
REGISTER OF WILLS
FILL IN APPROPRIATE OVALS BELOW
D 1. Original Return 1:81 2. Supplemental Return
D 4. Limited Estate D 4a. Future Interest Compromise
(date of death after 12-12-82)
1:81 6. Decedent Died Testate D 7. Decedent Maintained a Living Trust
(Attach Copy of Will) (Attach Copy of Trust)
D 9. Litigation Proceeds Received D 1 0 Spousal Poverty Credit (date of death
· between 12-31-91 and 1-1-95)
D 3. Remainder Return (date of death
prior to 12-13-82)
D 5. Federal Estate Tax Return Required
D
8. Total Number of Safe Deposit Boxes
11. Election to tax under Sec. 9113(A)
(Attach Sch. 0)
Ml
Ml
CORRESPONDENT-THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO:
Name
FRANK C RONEY JR
First line of address
382 WEST CHESTNUT ST
Second line of address
City or Post Office
WASHINGTON
State
PA
Correspondent's e-mail address: R 0 N E Y LAW@ C 0 M CAST. N E T
ZIP Code
15301
Daytime Telephone Number
724 225 0522
, declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, plete. Declar · of preparer other than the personal representative is based on all information of which preparer has any knowledge.
DATE
PHILLIP FALCONI
205 WOODRIDGE CT., CANONSBURG, PA 15317
DATE
Frank C Roney Jr 7-2-
382 West Chestnut St. , Suite 102, Washington, Pa. 15301
Side 1
1505610143 1505610143 _j
/
·~ 15D5b1D243
REV-1500 EX
Decedent's Name: FALCONI, DOMENICK·
RECAPITULATION
1. Real Estate (Schedule A).......................................................................................... 1.
2. Stocks and Bonds (Schedule B)............................................................................... 2.
3. Closely Held Corporation, Partnership or Sole-Proprietorship (Schedule C).......... 3.
4. Mortgages & Notes Receivable (Schedule D).......................................................... 4.
5. Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E)................ 5.
6. Jointly Owned Property (Schedule F) 0 Separate Billing Requested............. 6.
7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property
(Schedule G) D Separate Billing Requested............. 7.
8. Total Gross Assets (total Lines 1-7)....................................................................... 8.
9. Funeral Expenses & Administrative Costs (Schedule H)......................................... 9.
10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule 1)................................ 10.
11. Total Deductions (total Lines 9 & 10)...................................................................... 11.
12. Net Value of Estate (Line 8 minus Line 11)............................................................. 12.
13. Charitable and Governmental Bequests/Sec 9113 Trusts for which
an election to tax has not been made (Schedule J) .................................... ~............ 13.
14. Net Value Subject to Tax (Line 12 minus Line 13)................................................. 14.
TAX COMPUTATION -SEE INSTRUCTIONS FOR APPLICABLE RATES
15. Amount of Line 14 taxable
at the spousal tax rate, or
transfers under Sec. 9116
(a)(1.2)X~
16. Amount of Line 14 taxable
at lineal rate X .02
17. Amount of Line 14 taxable
at sibling rate X .15
18. Amount of Line 14 taxable
at collateral rate X .15
15.
16.
17.
18.
19. Tax Due..................................................................................................................... 19.
20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT.
·side2
L 15D5b1D243
Decedent's Social Security Number
173' 12 5907
252.00
252.00
3,019.00
3,019.00
-2,767.00
-2,767.00
0.00
D
1505b1D243
REV-1500 EX Page 3 File Number 63 -71 -1026
Decedent's Complete Address:
m:, 'l=ru::IIJT'S NAME
FALCONI," DOMENICK
STREET ADDRESS
382 W. CHESTNUT ST., STE 102
CITY
WASHINGTON I STATE PA I ZIP 15301-4642
Tax Payments and Credits:
1. Tax Due (Page 2, Line 19) (1) 0.00
2. Credits/Payments
A. Prior Payments
B. Discount
Total Credits (A + B) (2) 0.00
· 3. Interest (3) 0.00
4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT. (4)
Check box on Page 2 Line 20 to request a refund
5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5) 0.00
Make Check Payable to: REGISTER OF WILLS, AGENT.
PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS
1. Did decedent make a transfer and: Yes No
~ ~ a. retain the use or income of the property transferred; ..................................................... : ........................... .
b. retain the right to designate who shall use the property transferred or its income; ................................... .
c. retain a reversionary interest; or ............................................................................................... : ................. .
d. receive the promise for life of either payments, benefits or care? ............................................................. .
2. If death occurred after December 12, 1982, did decedent transfer property within one year of death without
receiving adequate consideration? ............................. :···································································: .................... . D ~
3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death?......... 0 ~
4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which
contains a beneficiary designation?...................................................................................................................... 0 ~
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN.
"' • • • • • • : • • ~ • -• • ~ ••• .r"' ';: ·: • • ..: • , • ... r .... J : .. .,._~; ... -:~
For dates of death on or after Julv 1, 1994 and before Jan. 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 3 percent [72 P.S. §9116 (a) (1.1) (i)).
For dates of death on or after January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving sl)ouse is 0 percent
[72 P.S. §9116 (a) (1.1) (ii)). The statute does not exempt a transfer to a surviving spouse from tax, and the statutory requirements for disclosure of assets and filing a tax return are still applicable even if the surviving spouse is the only beneficiary.
For dates of death on or after July 1, 2000:
• The tax rate imrosed on the net value of transfers from a deceased child 21 years of age or younger at death to or for the use of a natural parent, an
adoptive paren , or a stepparent of the child is 0 percent [72 P.S. §9116 (a) (1.2)).
• The tax rate imposed on the net value of transfers to or for the use of the decedent's lineal beneficiaries is 4.5 percent, except as noted in 72 P.S. §9116 1.2) [72 P.S. §9116 (a) (1)).
• The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is 12 percent [72 P.S. §9116 (a) (1.3)1. A sibling is defined under Section 9102, as an individual who has at least one parent in common with the decedent, wfiether by blooi:l or adoption.
COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF FALCONI, DOMENICK
SCHEDULE A
REAL ESTATE
FILE NUMBER
63-71-1026
All real prope~ owned solely or as a tenant In common must be reported at fair market value. Fair market value is defined as the price at which propertY would be exchanged between a willing buyer and a wilfing seller, neither being compelled to buy or sell, both having
reasonable knowledge of the relevant facts. Real property which Is jointly-owned with right of survivorship must be disclosed on
schedule F.
Attach a copy of the settlement sheet if the property has been sold.
Include a copy of the deed showing decedent's interest if owned as tenant in common.
ITEM DESCRIPTION VALUE AT DATE OF
NUMBER DEATH
1 VACANT REAL ESTATE SITUATE IN CECIL TWP., WASHINGTON COUNTY, PA. AND 252.00
HAVING A NEWLY DESIGNATED TAX PARCEL 10# 140-005-00-00-0064-00
..
TOTAL (Also enter on Line 1, Recapitulation) 252.00
• Cot.9.!0NWEAL TH OF PENNSYlVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCI-EDU..E H .
FU\BW..EXPENSES&
AriJINSTRAllVE COSTS
ESTATE OF FALCONI, DOMENICK···-· .
Debts of decedent must be reported on Schedule I.
ITEM DESCRIPTION NUMBER FUNERAL EXPENSES:
A.
'
B. ADMINISTRATIVE COSTS:
1. Personal Representative's Commissions
Name of Personal Representative(s)
Street Address
City State Zip ---Year(s) Commission paid
2. Attorney's Fees EDWARD MORASCYZK & FRANK C. RONEY, JR.,
3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation)
Claimant
Street Address
City State Zip
Relationship of Claimant to Decedent
4. Probate Fees REGISTER OF WILLS
5. Accountant's Fees
6. Tax Return Preparer's Fees
7. Other Administrative Costs
1
'
FILE NUMBER--
63-71 -1026
AMOUNT
.
·3,000.00
19.00
'
TOTAL (Also enter on line 9, Recapitulation) 3,019.00
' '
REV-1513 EX+ (11-08) • COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF -· FALCONI, DOMENICK
SCHEDULE J
BENEFICIARIES
FILE NUMBER
63-71 -1026
RELATIONSHIP TO
DECEDENT
SHARE OF ESTATE AMOUNT OF ESTATE
NUMBER NAME AND ADDRESS OF PERSON(S)
RECEIVING PROPERTY (Words) ($$$)
I.
II.
TAXABLE DISTRIBUTIONS[include outright spousal Clistributions,{ and transfers
under Sec. 1:1116 (a) (1.2)]
Do Not List Trustee(s)
1 PHILLIP FALCONI, YOLANDA PASSALAQUA, CHILDREN
FERNANDA TONTI, MARY DALBO C/0 205
WOODRIDGE CT. CANONSBURG PA 15317
;..
. NET EST
Enter dollar amounts for distributions shown above on lines 15 through 18 on Rev 1500 cover sheet, as appropriate.
NON-TAXABLE DISTRIBUTIONS:
A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT TAKEN
B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
TOTAL OF PART II-ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET 0.00
' .
COUNTY COMMISSIONERS
LARRY MA(JGI, CHARIMAN
DIANA L. IREY VAUGHAN, VICE
CHAIRMAN
DEBBIE SARDELLA, DIRECTOR
(724) 228-6.850 Tax Assessment ·
(724) 228-6767 Tax Claim Bureau
HARLAN G. SHOBER, JR.
(724) 228-6724
June 26,2012
Attorney Frank Roney
382 W. Chestnut St., Ste. 102
Washington, P A 15301
COUNtY OF WASHINGTON
TAX REVENUE DEPARTMENT
100 WESTBEAUSTREET,SUJT£105
WASHINGTON, PA 15301
Fax (714) 150-4675
In re: Washington County parcel identification number 140-005-00-00-0064-00
Mr. Roney,
I am writing this letter to inform you that the above-mentioned parcel number, which was omitted
from the tax rolls until2011, is valued at $252 in 1981 market value, or $63 in assessed value (Washington
County utilizes a 25% predetermined ratio). Unfortunately, we are unable to accurately tell you what the
market value this 0.135 acre parcel would have been as of 1967 when your client, Domenick Falconi, died
testate. However, in my opinion, the 1967 market value would not have exceeded that of the 1981 market
value for which the parcel is presently assessed. Let me know if you have any additional questions regarding
this matter.
,.
. .
\·
--· ..... ----···-.. --------:---=~-------.. -------
&3-71-/o .}~
g.§!~ A!m TESTAMENT
I, DOMENICK FALCONI, of Cecil Township, Washington County,
Pennsylvania, bein~ of sound mind, memory and understanding, do
hereby make and publish this my Last Will and ·Testament, and reo;.
·voke all Wills by me at any time heretofore made.
~: I dir·ect all my just debts and· funeral expenses to
be fully· _paid and satisfied as soon as conveniently 'may be after
my decease.
SECOND: I give, devise· and ~equeath all of my estate, of
whatever nature· and .wherever situated, ·as follows:
.. (A.) If my wife, JENNI~, survives me, :I give to her 1 . .
absolutely, that fractional share of my residuary es~ate w~ch
will equal .the maximum marital deduction (allowable in determinin
the Federal. estate tax on my gross estate) aft.er taking into
account the value. for Federal es_tate tax purposes of all other
items in my gross estate which 'qualify •for .. said deduction and
which pass to or have passed to my wife under other provisions
of t~s Will or otherwi~e. In making the computations necessary
to determine such.fractional·share, the final determinations in
I the Federal estate tax proceedings shall control; and only assets
that qualify for the marital ded4ction shall be allocated to
this share.
(B) All the rest, residue and remainder of mr estate,
\ ,l
.\
--.,.------------------------------------..,...-
I give, devise and bequeath to my children, PHILLIP FALCONI,
YOLANDA PAS&\LACQ.UA, FERNANDA TONTI and MARY DALBO, share and
share alike.
I
~: I direct that all.estate, inheritance, succession,
federal estate, arid any other death taxes, imqosed or payable by
reason of my death, and interest and penalties thereon, with r~
spect to all property comprising my gross estate for death tax
purposes, whether or not such. property passes under this. Will,
shall be paid out of my residuary estate.
FOURTH: I nominate, constitute and appoint my son, PHILLIP
FALC.ONI, executor of this ·my _Last ·Will apd Testament, to serve
without bond:in any jurisdiction. In the event my son should pr
decease me,. or die during the·. adininistration of my est~te, . I
appoint my' daughter, FERNANDA TONTI, to succeed. him· as executrix,
.to serve without bond in any jurisdiction.
!!fiH: .I direct my executor hereinabove named to employ
RICHARD DiSALLE, ESQ.. to act as attorney· for my estate •.
I have set my hand and.seal, this. JC~ : IN TESTIMONY WHEREOF, /."" .
d~Y. of: fetjttJr.JtS.y, 1967.
Signed, ·sealed, published and declared by the. above named
testator., a:~ and for his Last Will and Testament·, in the prese~ce
of us, who .at his request, in his presence, and in the presence
of each other, all being-present at the same time, have· hereunto
subscribed our names as witnesses.
\ '
I·
;'
KNOW ALL MEN BY THESE PRESENTS: -Whereas, at Washington, in the County aforesaid
on the 91;1a day of . A,. D. 19 6T , before me,
, Register for the Probate of Willa and Granting·
Letters of Administration in and for the County of Washington, in the Commonwealth of Pennsylvania,'
the last Will and Testament of
late Q.f. RDl, Caaena~a in the County aforesaid, deceased,
. . .
(a ·t~~ copy whe~eof is to th~ae presents annaed); wa8 duly admitted .. ~o probate; and ·. j·
-'
the E~ecutor in said Will and Testament named, having appeared· before me and taken and subscribed
the oath of office prescribed by law;
NOW THEREFORE i J .. e,.lf.ille· H. Deu1laa '· , ' . :: . :. , Register as aforesaid:, do
grant these LETTERS TESTAMENTARY, unto the said
P'bill1' Paloeai
committing unto IWa ·' the administration of all and singular the goods and
chattels, rights :and credits, which were of said deceased, and requiril:ig k1a
to exhibit a true and perfect inventory· thereof intO· the Register's Office, at Washington, within ninety
days from the date hereof, and to render a just and true account of nid administration 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 9'1l
·~
day of Aupat in the year of our Lord one thousand
nine hundred and
,
•
j
NOTICE OF INHERITANCE TAX
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSMENT OF TAX
tffh pennsylvania wr DEPARTMENT OF REVENUE
REV-1547 EX AFP (09·12>
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128·0601
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
11-26-2012
FALCONI
08-03-1967
63 71-1026
WASHINGTON
DOMENICK
FRANK C RONEY JR
382 W CHESTNUT ST
WASHINGTON PA 15301-4642
ACN 101
APPEAL DATE: 01-25-2013
(See reverse side under Objections)
Amount Remittedj
HAKE CHECK PAYABLL_E __ A~N-D--R~E-M~I~T~P~A~Y~M~E-N~T TO:
REGISTER OF WILLS
1 SOUTH MAIN STREET STE 1002
WASHINGTON PA 15301
CUT ALONG THIS LINE ...... RETAIN LOWER PORTION FOR YOUR RECORDS +--
REV-1547 EX AFP C12-11) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: FALCONI DOMENICK FILE N0.:63 71-1026 ACN: 101 DATE: 11-26-2012
TAX RETURN WAS: (X> ACCEPTED AS FILED ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A>
2. Stocks and Bonds (Schedule B>
3. Closely Held Stock/Partnership Interest (Schedule C)
4. Mortgages/Notes Receivable (Schedule D>
5. Cash/Bank Deposits/Misc. Personal Property (Schedule EJ
6. Jointly Owned Property (Schedule F>
7. Transfers (Schedule G)
8. Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule HJ
10. Debts/Mortgage Liabilities/Liens (Schedule I>
11. Total Deductions
12. Net Value of Tax Return
(1) ________ ~2~5~2~-~0~0~
(2>------------~-~0~0~
(3>------------~-~0~0~
(4>------------~-~0~0
<5>------------~·~0=-0
(6>------------~-~0~0
(7>------------~-~0~0
(8)
<9>------~3~,0~1~9~-~o~o
(10>--------------~-~0~0
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J)
( 11)
(12)
(13)
(14) 14. Net Value of Estate Subject to Tax
NOTE: To ensure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
252.00
3,019.00
2,767.00-
.00
2,767.00-
NOTE: If an assessment was issued previously, Lines 14, 15, 16, 17, 18 and/or 19 will
reflect figures that include the total of all returns assessed to date.
ASSESSMENT OF TAX:
15. Amount of Line 14 at spousal rate (15) .00 X 02 .00
16. Amount of Line 14 taxable at lineal rate (16) DD X 02 I 00
17. Amount of Line 14 at sibling rate (17) DD X 00 .00
18 I Amount of Line 14 taxable at collateral rate (18) .00 X 15 .oo
19. Principal Tax Due (19)= .00
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID DATE NUMBER INTEREST/PEN PAID (·)
* IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
TOTAL TAX PAYMENT I 00
BALANCE OF TAX DUE I 00
INTEREST AND PEN. I 00
TOTAL DUE .oo
IF TOTAL DUE IS REFLECTED AS A CREDIT CCRJ, YOU HAY BE DUE
A REFUND. SEE REVERSE SIDE FOR INSTRUCTIONS.
APPRAISEMENT: Efforts to obtain an inheritance tax return have been exhausted for the estate referenced. Therefore, the filling
requirements have been waived. The department, however, reserves the right to assess any assets that may be
recovered at a future time.
RESERVATION: Estates of decedents dying on or before Dec. 12, 1982-if any future interest in the estate is transferred in possession or
enjoyment to collateral beneficiaries 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.
PAYMENT: Detach the top portion of this notice and submit with your payment to the Register of Wills indicated on the front of the notice.
Make check or money order payable to: REGISTER OF WILLS, AGENT.
Failure to pay the tax, interest, and penalty due may result in the filing of a lien or the issuance of an Orphan's Court citation.
REFUND (CR): A refund of a tax credit not requested on the tax return may be requested by completing an Application for Refund of
Pennsylvania Inheritance and Estate Tax (REV-1313). Applications are available from the department's web site at
www.revenue.state.pa.us, any Register of Wills or Revenue District Office, or from the department's 24-hour forms ordering
service: 1-800-362-2050; services for taxpayers with special hearing and/or speaking needs: 1-800-447-3020 (TT only).
OBJECTIONS: Any party in interest not satisfied with the appraisement, allowance or disallowance of deductions, or assessment of tax
(including discount or interest) as shown on this notice may object within 60 days of the date of receipt of this notice by:
A) Rling an appeal online at www.boardofappeals.state.pa.us on or before the appeal date identified on the front of this notice.
Or sending a written protest to: PA Department of Revenue, Board of Appeals, PO BOX 281021, Harrisburg PA 17128-1021;
B) Having the matter determined at audit of the account of the personal representative; or
C) Appealing to the Orphans' Court.
ADMINISTRATIVE
CORRECTIONS: Errors discovered on this assessment should be addressed in writing to: PA Department of Revenue, Bureau of Individual
DISCOUNT:
INTEREST:
Taxes, ATTN: Post Assessment Review Unit, PO BOX 280601, Harrisburg PA 17128-0601, Phone (717) 787-6505. See page 4
Instructions for Inheritance Tax Return for a Resident Decedent (REV-1501) for an explanation of administratively correctable .
errors.
If any tax due is paid within three calendar months after the decedent's death a five percent discount of the tax paid is allowed.
Interest is charged beginning with first day of delinquency, or nine months and one day from date of death, to the date of
payment. Annual interest rates are available on Form REV-1611, available at www.revenue.state.pa.us, or upon request by
calling 1-888-728-2937.
Interest is calculated as follows:
INTEREST= BALANCE OF TAX UNPAID X NUMBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR
Any Notice issued after the tax becomes delinquent will reflect an interest calculation to 15 days beyond the date of the
assessment. If payment is made after the interest calculation date shown on the Notice, additional interest must be calculated.
j/11--/11 ~~/t;,-?o)
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27TH JUDICIAL DISTRICT
1!111 a.a4ingtnn Qtnunty, J~uu.a !J 1 nanta .
COURT ROOMS
COURT OF COMMON PLEAS . ~-5 . ORPHANS' COURT '
. )
HON, CHARLES G. SWEET, PRIBIDENT JUDGE \ . HON. P. VINCENT MARINO, PRESIDENT JUDGE
HON. BARRON P. MCCUNE, JUDGE . ' . ' .
HON. ALEXANDER R. CURRAN, JUDGE . . --"
' s~trL-~-h-f--:1~ ~ft~ . !A-1 . . ~)~-~ ~f
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To
FALCONI ENTERPRISES
910 Henderson Avenue
WASHINGTON, PA 15301
(412) 225-6910
Pa. Dept. of Revenue
Washington Trust Building
Room 244
Washington, PA., 15301
Attention: Mr. Dom DeMaria
Dear Sir:
Date
Subject
April 25, 1980
3.1 Ac. Surf.
Peters Twp.
I have searched the records of Domenick Falconi, deceased, and found that, as far
back as 1968, 3eiD acres appeared on our records.
.,.
0 Please reply D No reply necessary
FORM 186-2 Available from/Ne'BS/Inc., Townsend, Mass.01470
r-----~.----------------~--------~-------------------==---------------------------------~ ....
IN THE ORPHANS' COURT OF WASHINGTON COUNTY, PENNA.
In the matter of :bhe Audit of Account filed in the Estate of \ Date of death
(No. (; 3-
)
~ , ./ C> :(~ Term, 19_, A.A.
Docket 3 7-1/o-/ -------
TO THE AUDITING JUDGE:
Enter my -appearance for the Commonweal'th of Pennsylvmlia, claiming transfer inheriba'l1ce tax in lihe above estate, as follows:
DR. fj?f~ !; 7 9" 7/
To appraised Vialue of Estate: ReaLty ...................................................................................................... $ h ~ 3 5&... -
Personalty ___________ .. __________ ................................ -....................................... $ --=-/.......L-7_0""7. ,r....l ..... 5~;:<.~7-=--_,S~? __ 7 ,
Additio111al Assets per Account, Subject 'to Tax ............... -........................................................................... $_· -------------------
Addrtional Assets per Audit, Subject to 'Dax ..... -······-··· --·······-----------· ........................................... $ _______________ _
GRoss vALUE-------·-----·----------------··--·--···--·--·--·---·--·-----·--··---·-··--·---·--···· s_A___:_<I_:<.-.:..r--~ ~--~:;<~f{:......:·_· a_·_.:::Z::...___ 1 I
CR.
Debts rand Expenses per Account; see Note
~-fA.tVL.fv~ ~ i 64 ~~--.! ("
Additioll'al Debt~ and Expenses per Audit
)
)
y 3/ 7q-7 !li . l>f.D
$ f)4o. aq
$ I 5'1..5"0
$ __________ _
$------------
$ ___ _: ____ _ $
$ __
TOTAL DEDUCTIONS, $ If· Lf, 'f iJ ~ ., ,S"" 3
I '
NOTE: '11he fDllowing credits claimed in the Account are
held nm deductible a<S against the tax: CALCULATION
TAX PAID ON ACCOUNT
t:trM-IoJ $ crs-oo
... 5""'oo, .-~ $ I
$
$
$
'!lax-
able
a 'I:
2%
Gross Value.......................... :J....i-' 2 / ~ J.. .zl-r2 -=)5 __
. Less Deductions .................. <f' 'i; 'i g-=<. r 5)>
Clear Value ................... ··-/ 9 g-3 ~ ( .. (-::;-
) L'181 3V.f<s~
/ :c------.----)~~
~ $ _____ ·---·
; (------------
15% )-------
$ _______ _
Total Tax .................. .
Less amount previously parid................................................................ .... $
Balance ·-···············------·······································-·················--······-···········:............ $
Interest __ ~Ts. __ mos. __ days @ __ % ............. $ -----------
TOTAL TAX AND INTEREST DUE ............ ------------·--------$ ________ _
~~ IC><!>O<!>
-:-· SC}36~£
"CJs-X <96 6~--g;;; =:: .. :SFC ~¥' 7
~~oo.-----------------------------------------------------··~
"oil
No. ___ · _, 'Term, 19 __ , A.A
ESTATE OF
Deceased
PRAECIPE FOR APPEARANCE
FOR
COMMONWEALTH OF PENNSYLVANIA
~5
lo
f;
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IN THE ORPHANS' COURT OF WASHINGTON COUNTY, PENNA.
In the matter of ;bhe Audit of Account filed in the Estate of ) Date of death ____ ~£L----!J===-----&r.L!..-.L1 __ _
Deceased
\ No._l026 of 197.._ _____ Term, 19 __ • A.A. j Docket 37-40-1 Falconi, Domenick
TO THE AUDITING JUDGE:
Enter my •appearance for the Commonwealth of Pennsylvania, claiming transfer inheriba111ce tax in bhe above estate, as follows:
DR.
To appraised Vialue of Estate: Rea1ty ........ _ --------·---__ ----------------------------------------------------------------------$ __ ---"'6'L...J~~'J.-IL~~:_-..:tJ~ • ..::~_., ____ _
Personalty ___________________________ ------------------------------------------------------------------$ -~/~1------,tJ~, ____::..5"""'""--=;J~"/.~,...J=---.A?~---,
Additional A,.,, .. , Aocount, subieot to T~~-T~-~~~-i~~tf~ Gft !ff; ./~ _0
Additiona•l Assets per Audit, Subject to 'Dax -~--~-~-~~~-----~~~--$~ ~ ____:>
CR.
GROSS vALUE---------------------------------------------------------------------------------------$_,2_::..:::::·. ~'(,___.~,_:H? 52~-~~ '!f.f-.K~,-=-CJ...cefL..: __ _
Debts and Expenses per Account; see Note
Additional Debts and Expenses per Audit I
)
$ ______ _
$ _____ _
$ ______ _
$ ______ _
$ _______ _ $
$
_TOTAL DEDUCTIONS, $
NOTE: The following credits claimed in the Account are CALCULATION held not deductible a'S against the tax:
·.3 Gross VaJ!ue ______ , __________________ _
Less Deductions __________________ -'---------------
Clear Value _____ : ____________ _
~·~ ='~~ ----~\----
TAX PAID ON ACCOUNT ~1 ~$~{fi-r;_~ ...
~' , .. , 6"&a -
$ _____ _
$ ______ _
$ ______ _
-'·
$_;___ _____ _
~ Tax-----
able
at
) 15%
$
Total Tax .. _________________ --·---------------------------------------------------------------$
Less amount previously paid_________________________________________________________ _ ___ $
Balance------------------------------------------------------------------------------------------------$
Interest __ }TS. __ mos. __ days @ __ % _________ $ _____ _
TOTAL TAX AND INTEREST DUE ____ .. -------------------------$ _________ _
, .. _.
.·.:·
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CO~ONWEALTH OF PENNSYI.VAlUA,
·. OFFICIAL RECEIPT ·.
· ~~ -·October 27, 19 67 i-
.;,J·~· ~-:-_ --1
' "''':t" '•" ' • • · . ): ~;,•L w·acoulNGTON l ~-t.t.: t.• .. ~ c ·-~_ " _ ounty, ss:
1 · • • F'lle No-9444-4)
J ---. -~, .;. .• ,;) -~ t-: ~---
Office REGISTER OF WILtS. lfASHDlGTON -_, .. .., -~ · . ·.. Pa. .. · .. :/; · .
Received from ·'Phil 1 ip Fal-coni .~ · .---: .._ • ":"' ' "'
Transfer Inheritance and £q;tate Tax
~ '. . .... -.(~tor, · of the estate of ' "" DOMINICK FAU:ONI ·S~ q '
_,,
~h~ cii~d Auiust 3 _ 19_!!!._, the sum of _ liRE THOUSAND FIVE HUNDRID e.nd . no/100 - -Dollars,
• being TRANSFER INHERITANCE TAX and/or ESTATE TAX due the Commonwealth as follows:
Apprai.sements Made and Filed
Real Estcte
Date Valuation
$. _____ _
$
Total
,.•.f Pe~..;o!:..:~ ~~.);-,.::; tL ______ VOi~~!iOz~ ---------x>aie--
:p __ _
$-----
Toted
·Tot·~1 ·3-r . ..;·~=., -~:~~-~:~
T'"\ .-n j F.,.~"c.: .. -;:-.,_._,:;:-.. -J. 1. Le
<-<· . ... Adrn•·'· ,. .J . .. 1"' • __ .._ __ ':; ::-~1
CJ ... :~.)...: "Tv':.::~ J··: ·-·· :-~:·-r; i:
Vah.~r_\· .. ~ l..!!c-~···!~J:;_:";; ur l .... -.::~~.::.~ ...
$ ____ _
$ __ --·
$_ ·---
$ __ -· ---------
$ ___ lt;(!~~~·tf.I:?:'~!}; ____ --------··-----··------
[)ot;;_~ __ : .. --·---:·· ·---·-.. _ . _ .19_____ $ ______ .....:. __ .. -----~-
·-________ 19 .. __ $. __ : _____ ·----------·
Est:::k. ' . /1.!.""·::;;~·:; ·L2T.tt;.)
-------,.,---·
...... Dat.-.?_..,.. -----·-----:-o;---________ 1_9 ___ _ $ ~ .. ~
--.. ---=--·---------·--~----18 .. __
$_ --~ ~-----
___ -__ ... ________ --..
-:;n~~J~{;,, ':,~~~ ::~~,;~~;;;;~}~:E;·;}·,:·;·,~::~~;.::_::);2·}-;.::~~~f~;~:~£1t::J;;:~;~~i:;\4:~=~~~;i~ :
• tax· a! ~:1.~ · t!}. ··f tl:.c: l~fr1 tEtr.~:!'lt <"': ~f:.ll2!r;_,_ !.:~ ye:Jr::. "lhen~vt:r it ap~o:..n~ tho-! such adcli~io:1~l ~ m-::1~ L<J. :.:;;.::~!r ch;.;: ..:::r~J. c0!l,cti}·'-:· :~r <nly reoz.ca '!,lla~s':lt:VC;;:r. · I ,.
• ---37-40-1 .I
::::..-(f -' ~ : "-
~ -;~~
Computation of 'fax
Tax on$· so' 7o •
:'ax on$ 101o •
Tax on$---· On .Accr;;ur:.t 2% $ 10,000.00
Tax on$ ·---15% ~-
Exe!I!;-tior~s * i .=::::::==-=...:==-:.:...::-===--=-===---==..
'l"nt<:r! E~tcrte $ -·-----.. --·
Total Tax $--
Less Tc:x ~evio·;dy ?<.rid ::f '·'i} $ ___ _
Bal<mce ~ ---------------------Lc~~ ~L-·: pt:'! ,;e~J·-~~2 '.::: :v;· =! _._._--
$ ------500.00 -__ --:-=---=--==.=-==.------wit::~:: 2 .. ;:i.. ...... r.i} .... . r .. a:._.:,
!nn· .... ".r··.~ of r.::.;:~:-: T.·~~ ) .. :· .... ": .. .._at::.
the Ao;:t o! :.1.::~-7, JL:. $ ----------· -
1 ·:
Add int')re:;! a! f1-,, .-_ .• ,, :J! ----·-·------'X. .,. ~-;
~ .... ~. -,
!rOIL!
tb --•·. ---~----·-.;, --------co ! ~: ~-
., -.,-t'lil ·-~------
Total $ 91 500 ~ 0(~--
~ As evlder;cod by Chc:~:toL:~· E::em~j~ic•n Cerii.'. -·Gtcs !;:~ned by the ·secre!•.Iry-of
Rev.;~,ue under Jl.-::t uf :,!oy :::::. !95G. P. L. 1757, effective: June l, 1957, as <!rr:~ud:d
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> COMMONWEALTH OF PENNSYLVANIA ======== NoJ036856 DEPARTMENT OF REVENUE
I . OFFICIAL RECEIPT. PENNSYLVANI~ INHERITANCE AND ESTATE TAX
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File No. 63-71-1026 Dote of Death 8/3/67
Dote of Payment May 2, 1g80
, Nome of Decedent Domenick Falconi
, Remarks: BM
SEAL
NOTE: This Triplicate Receipt to be retained for aii)rlf ~.1
2'7o Tax on $ Final Payffient $...;,2~1~0::h-J. O~OY-----
6% Tax on $ __________ ., __________ ILll
15%Tox on $, _________ _
% Tax on $ _________ _
Estate Tax, Act of
May 7, 1927
TOTAL TAX CREDIT
Less five percentum of tax if
paid within three months after
dote of death
Plus interest at the rote of
-6-% from 1 1/3/68
to date
TOTAL AMOUNT PAID
Received by
$ ________________ ~
$ ___________ _
$ ________________ _
$ 210 I 00
$ ________________ _
NOTE: In accepting the transfer inheritance lox on future estates, prior to the death of the life
tenant or tenant lor years, os evidenced by this receipt, it is understood that the Commonwealth shall
not be precluded or prevented from hereafter assessing additional inheritance lox at the death ol~t.h~:e;--------=-..,..-,--___;:......,::~,:....:......2;:!~:,__---ll
life tenant or tenant lor years whenever it appears that such additional tax may be legally due
collectible lor ony reason whatsoever. il .-IE:ii:iili-=ai3B&Ciiiliiiiilli:lim-=::~_....:.IDIIBma::~-=:ll-.::lla:::::.l._~l=-:::i-.~1&:;:--..:I=:::JBIJI.::::r::d
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