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HomeMy WebLinkAboutOC1971-1048 - ESTATE OF NATOLIt,3-71-/0 t.f-i / COMMONWEALTH OF PENNSbt47l/fNIA. DEPARTMENT ,OF ~fl~~~40~~"/~i HARRISBURG OLl..F./TI t/>A l 'ONs lie l/A~~'2o.1911 .TrIl" " "I RCC-43 (4-69).1 :I " 11i, NOTE:TO BE SUBMITTED IN TRIPLICATE II I'1 'I \'. TITLE ASSISTAtlT MMlAGER Signat II PeJfnsylvania Department of Revenue Bur~au of County Collections 26 S.4th Street Har~isburg,Pennsylvania il ,il 'II,I Dear Sir: "l ,II Pursuant.to Section 742,Pennsylvania Inheritance and Estate Tax Act of 1961 we herewith submit the following report·,'II • II 'NAME OF REPORTING.,.'., FINANCIAL INSTITUTION Mbl1C>ft Rat.ional Sank and 'IW$t Company I ADdRESS "'\40 South .11\$'1:08',WaebUlfton.~.15301 AC¢OUNT NO.OF JOINT, TRUST OR INVESTMENT DEPOSIT 6_1_.9.....S~O_.,_ .-NAMES ON ACC-OUNT OR INVE'SZMENTIU'S.MaIY Batol1 O~3ean Ann·Natoli, 11 ,'I It DECEASED JOINT DEPOSITOR, TRUSTEE OR INVESTOR MrS.MaW &a_o11II • ADDRESS "...'."..'..'.AN~COUNTY 4 0 ,.Jefferson AvenuG,WafJh~n,peM8ylvania 15301 ,I DA"TE OF DEATH AuOQst 1.19'1,ISUR~IVING DEPOSITOR,,'.' ' BENEFICIARY OR INVESTOR "ean Ann Natoli I ,---------------- "ADdRESS 470 3effer8oa Aven~O,"a~~gtoft,Pennsylvania \;1~RE~!ATIONSHIP TO DECEDENT'\D)\~~DEPOSIT OR INVESTMEN:::T:--------------- \::W,AS ESTABLISHED =====-__I'Un..;,..'.......0_3..:,,_1_,96--.,;.6 _ \BAl..;"ANu~,INCLUDING INTEREST 'DUE,AT DATE OF DEATH $1..;,..,6~,~a..:.S.=.3.::.:.2:.:9~..,..__r_------ II II II 'i TO:_J~EA_,~_IJ_A_I_IN_N_Jl_~'I_'0_LI _ ·~RCC-134 (1-69) COMMONWEALTH OF PENNSYLVANIA .;,...-..;.DEPARTMENT OF REVENUE ..,-BUREAU OF COUNTY COLLECTIONS INHERITANCE TAX DIVISION 470 Jefferson Ave. OFFICIAL NOTICE OF INHERITANCE TAX APPRAISEMENT AND ASSESSMENT OF ASSETS NOT SUBJECT TO ADMINISTRATION Date:_--:A~U=GU=S=T=27=,~1_97_1 _ vJASHINGTONCounty ---'-_ \'JashiTlgton,Pa.15301 County File No._ ~/LU Bureau File No.6E-7J-/6'!f ~e have received notice that,~~~·~~~~v~~_~~~~~X~~.~.~~~~~~~~~~~~~ on Augllst'.W.11...,you came into ownership of certain property~W~'<X)~ ~~~bt'f.XX transfer fran Urs.Hary Natoli ' Under the Inheritance and Estate Tax Laws of the Commonwealth of Pennsylvania such transfers are taxable and the liability for the payment of the inheritance tax due is imposed upon you,as transferee., The property on which tax "S hereby assessed consists of:Jt.Mellon National Bank and Trust Company Washington Uffice,l;!ashington,Pennsylvania.In the names of Jean fum Natoli Opened June 34'1966.Balance as of date of death.$16,283.29 ). appraised by the Commonwealth,as of the dote of death,at $16.283.29 50 %of this amount is taxable at the rate of 6 % ORIGINAL ASSESSMENT AMENDED ASSESSMENT DATE OF ASSESSMENT TAXABLE AMOUNT LESS:ALLOWED DEBTS NET TAXABLE AMOUNT $8,141.65-~~~---- 488.50 $-------- AMOUNT OF TAX DUE D If you pay the above amount within three (3)months of the dote of death of the decedent,or on or before Akif.tJ 19 7'you may deduct a discount of 5%of the amount of tax due,or 24.43---------------------- D This tax became delinquent,fifteen (15)months after the dote of deat~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 ---------- $================= (Agent for the Commonwealth) ASSESSED BY:_.~~APPR AISED BY:---=-=--'~..,....".,.;'-'':-'~~_(Inh'erita~~e Tax Appro iser) I TOTAL AMOUNT DUE $ *If the tax is .not paid by the above dote additional j'nterest is due at the rate of 6%per annum until paid ' INSTRUCTIONS TO TAXPAYERS Make checks or money orders payable to: ~~f../~4.,07 )0-J q -7/ To insure proper credit to your account this Official Notice must accompany your payment.Moil or bring it to: AGENT FOR THE COMMuN~.Lf't."... COURT HOUSE WASHINGTON,PENNA.15301- If you have already paid this tax to an executor,administrator,ottorney or other personal representative {of the' decedent for forwarding to the Commonwealth,list below the date paid,name and address of the person to whom you made payment,their official title and the amount..."~,r--",-,.~~ Date Paid Name,and Address of Payee OfficiaL Title'Amount Pa j'd " Under certain Circumstances,if,after the date of death of the decedent,you personally paid funeral expenses or other just debts of the decedent,with funds derived from the property herein taxed,such amounts expended by you may qualify as deductions against the gross value of the prop~rty in the computation of ta,x due.If any such expenditures meet all of the three .following tests,it is recommended that y~u itemize the payments below, execute the affidavit,and return this notice.The ~egister of Wills will examine the debts'claimed and ollow those which he determines to be proper.The tax will then be recomputed and you will receive an amended assessment of tax. THE THREE TESTS WHICH MUST BE MET ARE THAT: 1 -You were personally legally responsibl.e foor these debts,and 2-You actually paid these debtS out of the account or property described above and can furnish proof of such payment,if.required,and 3-These same debts are not also claimed,for tax purposes,by an'executor,administrator or other personal representative of the deced.ent handling the administration of the general estate of the decedent or any other transferee. SCHEDULE OF DEBTS,' Date Paid Name of Payee Description of Obligation Amount Paid .. .\,, -$TOTAL (attach separate sheet if requ ired) COMMONWEALTH OF PENNSYLVANIA) COUNTY Of _ SS: I,hereby certify that the foregoing is a just and true statement of funeral expenses and other debts of the decedent,,for which I was legally responsible and which I did payout of the property here'in taxed.I further certify,that to the best of my knowledge and belief,these same debts will not be claimed by any other person,for inheritance tax purposes. SWORN AND SUBSCRIBED BEFORE ME THIS DAY OF____________19__. Si gnature of Taxpayer .'•t,, ,'~'.,~REPORT OF REGISTER OF WILLS I,the undersi'gned,duly .ele'~ted 'Register of Wills in and for the above county,do respectfully report that I have allowed de~uctions~listed 'above in the total amount of $0 •).t,.. Date of Approval:_ Register of Wi lis NOTE:TO BE SUBMITTED IN TRIPLICATE ['.( II' II 1,1, I: I I~.'l-r,. I~""""h ~-....""'•..'"-~,. t(,..* RCC-43 (4-e9) ,' ./1~,G J~ -...'';;COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVeNUE HARRISBURG .-. Pennsylvania Department of Revenue Bureau of County Collections 26 S.'4th Street Harrisburg,Pennsylvania Dear Sir: Pursuant to Section 742,Pennsylvania Inheritance and Estate Tax Act of 1961 we herewith submit the following report:' NAME OF REPORTINGFINANCIALINSTITUTION Pirat 'ederal Savings Ind LNn Aaaoclatl.ofWe.hag'• .ADDRESS 77 South Him Street Weahingt_.Pa. ACCOUNT NO.OF JOINT,TRUST OR INVESTMENT DEPOSIT__S_21_2..;..7o _ NAMES ON ACCOUNTORINVESTMENT Mn.John Natoli or Jean Ann Nltou. ,DECEASED JOINT DEPOSITOR . TRUSTEE OR INVESTOR ')tn.John Natol1 ADDRESSANDCOUNTY ~70 Jelferaon AVenue, W..h~ton.P,. ,DATE OF DEATH :===-Au...::g:...ua_t_-.;1.~_1=-9_:7.:..1--------__-- SURVIVING DEPOSITOR,~;t6BENEFICIARYORINVESTOR·;"_j_eel_n_An_n_Na_t~o_l1 _ v ADDRESS _-..;.;47;...;O:.-...;:J:;..;:ef:::.;f::.;:e:.:r8.:.;on=:...;.:,A.,;..e::.l.,_.:.:.w:::8a~h~ln~ga.::t=on~_ RELATIONSHIP TO DECEDENT,=-__-=d:=.ly~·~h.:.:t.::r-----_---- DATE DEPOSIT OR INVESTMENT .," WAS ESTABLISHED June 3,1966 BALANCE,INCLUDING INTEREST DUE,AT DATE OF DEATH $_--.,;$:.....3....i6tL:.S..;;..-94~.:.:..90.:...-_ ,H 3 ,~-&j u ,rf~...~~J.97''iJ":~'--.--rJ'"-''..:..-...;:.:::..--.J....f/--:·-::;2~.~.J~ ~,.~,.)/._Sl'gnature TITLE ~lL-)J It;J;17-'fJ-::~ot :7·7;.5 :""1;;,~1/D'l'~~-,.Sf··f?,?! •1 Ret-134 t1-(9) COMMONW.EAl:.TH OF )ENNSYLVANIA OEPARTMENT OF REVENUE .~, BUREAU OF COUNTY COLLECTIONS INHERITANCE TAX DIVISION •OFFICIAL NOTICE OF INHERITANCE TAX ..APPRAISEMENT AND ASSESSMENT OF ASSETS NOT SUBJECT TO ADMINISTRATION TO:_--uJ.."EAwNLAANNWL..aNAn.Tu.OUolLI~_ 470 Jefferson Ave. WASHINGTON,PENNSYLVANIA 15301 Date:_--=S.=.ept:.:t:..::e::.::mb=-e.:::r::-::::3~,.....:1::..97~1:-_ County _....;;WAS:...:..::....:H,::ING::.:..:..:.T=..O:.:,N.:..-._ County File No._ Bureau File No.103-11-11Jl/t' ~e have received notiC~)~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~on A g.1,19-1J:,you came into ownership of certain property t ~..transfer from Mrs.John Natoli,deceased.(Washington Under the Inheritance and Estate Tax Laws of the Commonwealth of Pennsylvania such transfers are taxable and the liability for the payment of the inheritance tax due is imposed upon you,as transferee. ';. The property on which tax is hereby assessed consists of:Jt.held in the First Federal Savings and Loan Association of Washington,Washington Office.In the name of Jean Ann Natoli.Opened June 3.1966.F3'alance as of date of death $36,594.90 -- appraised by the Commonwealth,as of the date of death,at $36,594.90 50 %of this amount is taxable at the rate of 6 %\; ORIGINAL ASSESSMENT DATE OF ASSESSMENT TAXABLE AMOUNT LESS:ALLOWED DEBTS NET TAXABLE AMOUNT AMOUNT OF TAX DUE. o If you pay the above amount within three (3)months of the date of death of the decedent,or on or before Nov.1,19 71 you may deduct a discount of 5%of the amount of tax due,or o This tax became delinquent,fifteen (15)months after the date of death and,in addition to the tax,'statutory int:f.r~st at the rate of 6%of the tax per annum is also due as of *_'_ 19__in the amount of ~4.~9. ----------- $ ASSESSED BY:"i.o~~ELl MARiti'". (Agent for the Commonwe'alt~ *1£the tax is not paid by the above date additional, interest is due at the rate of 6%per annum unti I paid TOTAL AMOUNT DUE APPR AI SED fi)fi!It""",,~-<6<Abt~./ (Inheritance ratAppraiser) $$-====9=·~==~'F'==··~==r==.~= INSTRUCTIONS TO TAXPAYERS Make checks or money orders paYable~,.,.To insure proper credit to your account ,IP~AII .this Official Notice must accompany....,.~,!ILAI\.~payment.Mail or bring it to: j '.;'1:•0 '.H 'J','1;.'h:ln.t ~ CvUi;T HO...;SE WASHINGTGN,.PENNA.15301 .~'fJeP.<jif?:~.o /rrYd./t7/~#BIt7/j '\ If you have already pa id th is tax to an executor,admin istrator,attorney or 'other persona I representative df th~).. decedent for forwarding to the Commonwealth,list below the date paid,name and address~offhe'''per~.oN to...whom you made payment,their official title and the amount...".''i,:~ Date Paid Name and Address of Payee 'Officiai Title Amount Paid Under certain circumstances,if,after the date of death of the decedent,you personally paid funeral expenses or other just debts of the decedent,with funds derived from the property herein taxed,such amounts expended by you may qualify as deductions against the gross value of the property in the computatiqnof tax dl,Je.If any such expenditures meet all of the three following tests,it is recommended that you itemize the payments below, execute the'affidavit,and return this notice.The Register of Wills will examine the debts c1ai~ed and'.~llow those which he determines to be proper.The tax ~ifl then be rec'omputed and you'will receive an a~ended assessment of tax. THE THREE TESTS WHICH MUST BE MET ARE THAT: 1 •Yo~were.personally legally respo.nsible for these debts,~nd 2·You actually plJid th~se de'bts out of th~account or property des~ribed above arid'can furnish proof of such payment,if required,and 3 -These same debts are not also claimed,for tax purposes,by an executor,administrator or other personal representative of the deced~nt handling the administration of the general estate of the decedent or any other transferee.'. SCHEDULE OF DEBTS Date Paid Name of Payee ....0 ••-,Description of Obligation Amount Paid 'J,:JS-7/I),t'J IJ../.-v:1'1 '~."/>1.1'\L/YY1.iAi AJ /..;.jJ 02/1 s<r l ~~-"",1 DA..J ~A '"1~,.2 f.,() (()J..O 0"",g;r ..L--v{,l!I 1.0..1.,,0 0/1 Ll 0 .A,14;;)')o-d .J ..J..mlhiG {ILl)1"0'·"f hnn.J..<.~A ./ ,19.3L .:....t:;.fA J1.0 A-.A "I.{l£1;'1-1 A.l-u .I,47.,,)rJ (fJ)I b.11 11 J h.A.o ..~..2/1 ~ 1 ... TOTAL $/~.ao/,~/ (attach separate sheet if requ ired) ?r~_•.. •.«,. Fonn RCC-}.'.. -../ dEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS HARRISBURG.PENNA.17 127 COMMONWEALTH OF PENNSYLVANIA RESIDENT INHERITANCE TAX APPRAISEMENT DATE Q.c...t ..o.b..e.r 2.Q..,1.~.7.1... COUNTY l\TASHINGT.ON . FILE NO 6..3.~.1.1=l.Q.4.e._ . Whereas..MRS.J.OHN NAT.O.L.l late of W.A$.JUJ~g.~.9.N .. in the County of WASHIN.GT.ON Commonwealth of Pennsylvania.having died on the f.i.r.$...t.day of A~.g~.~.~19....?t seized and possessed of an estate subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania; Therefore.I F..MN.c..~.S ~.~Q 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 l1fe 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 ApprellementDescriptionofAlletVeluelMedeforInherltenceTexPurpolBl $ Jt.SavinE!s Account held in 1"he .IiII.IJIUJ&T ~AVTMl!~~•T nA\Tttlt(~T A~~n~TATTnf\T tJ'As....1\11 ~rrnlJ OFFICE,WASHINGTON.PENNSYLVANIA. IN THE NAMES OF MRS.JOHN NATOLI OR JEAN ANN NATOLI.Opened June 3.1966.Balance as of date rtf death 11\c;QA on , , Having been duly sworn according to l~.I do hereby certify that the above appraisement is made in con- formity with law on this ...........................~.t].:.::;;-t::I:....day of .................................(J)~.tv ...gL..:.."""..................../............................................19.....:.)./. ~..............................~#...~J~..@~..Ci.....~.......:;,y.~.."...,":l..........................·i.;!,....~"....}.;..,~'!.I.. AppraIser ......................................................................................................................................................."........... (Number and Street) ...............................It..J.O:,.&J·~·(:··;.."·fIts.:{;{';,&·..........·...................................,Penna. ~oat Ofllee) 1~ ! - -:.......- ('0 • 'l I< ", .f .... F ...................WASHINGTON County RESIDENT INHERITANCE TAX APPRAISEMENT Estate of .............}ffl§..~J..9.~~NA':l'.9..~I.............................................." Deceased. Late of WASHINGTON Date of Death,JlllIXl S l._.7.1 .. Appraisemeilt Docket Vol.,. -(age,No §.3.~..7.1.~.l.Q4..e.. Filed in Register's Office,Q~..t 2..0 J9 7.1 Anwunt of tax due,$.. DEPARTMENT OF REVENUE Received, Ex-a.mined and Approved,:. Wrote abo.lIt Appra.isement, Appeal f"om Appraisement,. Entered and charged,. ... .. io; B~~CEi~~tjMONWEALTH OF PENNSYLVANIA COUNTy Ca4U_OrDEPARTMENT OF REVENUELi.(CTION~HARRISBURG AUG q v 345 PH '7/.;~C-43 (4-69)11 11 II NOTE:TO BE SUBMITTED IN TRIPLICATE i' .it •'I Penhsylvania Department of Revenue Bureau of County Collections 26 S.4th Street Har~i sburg,Pennsy Ivan ia II II I; I ( / 15301 TITLE Aflfl1fi~ant *na8l~ ", D I;S'ear Ir: II Pursuant to Section 742,Pennsylvania Inheritance and Estate Tax Act of 1961, we herewith submit the following report: IINAME OF REPORTING . FINANCIAL INSTITUTION Me~lQn.Nett()na1 DInk;an4 trust t~at\Y 1 -'...ADDRESS 40 South .~1nSt.t4et ACCOUNT NO.OF JOINT, TRUST OR INVESTMENT DE POSIT_--.,;;.;6,1;:;;.......;;;.;9S:::..::0;...:..1_•...;:'...;;,l!l$=8;.:;.b.::.;::oo:::k-=S;:..=,a~:vi=nsg:8:....·_ NAMES ON ACCOUNT OR iNVESTMENT __----.:Mr:::..:::.e.:,.-..:.Ha;:,.;...::.!ty~·.=N::.;at:::o.=.11::".·...;:0;:.'_ II Ii Jean Ann N41to11II---...-. DEqEASED JOINT DEPOSITOR,!its'.}!a.tv N~tol~TRUSTEE OR INVESTOR --.;....:..,.if "_ II~~8RCEJQNTV __4.;,:.;07..;;;0....;,J::.,:.e...;:i.:;,;fe:,,:.1';,;:,$0,;:,:.n:=.....::AV1.:..;:·YiUl:::.:;:.ue:;..._---:.:.W:::as=h:=in~.g!.:to=.n=.·_..:':.,::e=lU1S=··:i!.Y'=.;lv:.:::.$n1=':.:a=---=1S~Ol :1 '. DATE OF DEATH 8/1/71SUR:YIVING .DEPOS·-:-IT....O~R..:..,.;:;:...;...;;;....---------------- BE~EFICIARY OR INVESTOR Je_an_An_'_U_·N_8_t....;,ol;.,..1_·_ ADdRESS 470 Joffetre.on Avenue Washlngton ~enns,.lv$I\1.\15)01 REJATIONSHIP TO DECEDENT 4_8u-:8::-h_te_r _ DA~E DEPOSIT OR INVESTMENT II.WAS ESTABLISHED :~'/29/71, BAUANCE,INCLUDING INTEREST DUE,AT DATE OF DEATH $__-=.;.16;..l1,=28=3=._=F-__-l-~~----- I -;p II ~ It 70 X~~~I 4 5 ';;'1/-:]/1~~~76'{7 ~o ()A:-Hr~ 'I If I, ----","'.rJ)/~t6:-,~.b?A •.'-<~',V'/~ Ii ii :1 R CC-BI (2-64) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS INHERITANCE TAX DIVISION NOTICE OF FILING OF APPRAISEMENT (Executor or Administrator) IN YOUR REPLY PLEA8E REFIER TO In Re:1!:state of ..:..-_ ________________County -File No._ Dear ,~~.,You are hereby notified that the __ appraisement in the estate of __ has been filed in the office of the Register of Wills qf _ County on ,19_._.Said appraisement reflects the following valuations: RealEstate __ Personal Property __ Transfe r s _ Total ....,.-_ As to such tax that i~paid within three death,a five (5%)percent discount is allowable. remains unpaid after one year from date of death, of six (6%)percent per annum is charged.....)- months from date of As to any tax that interest at the rate .Any party in interest who is aggrieved by an appraisement may appeal'therefrom as provided by law. " Date -:--_ Note:This is not a bill. Signed ...:.-_ Title , Under the Inheritance and Estate Tax Laws of the Commonwealth of Pennsylvania such transfers are taxable and the liability for the payment of the inheritance tax due is imposed upon you,as transferee. We~ave~cAived notice t~t,a~ on .,\lg\l .'".19 '11,you came into ownership of certain property through r."..• w ttan~te~ftomj Mr8~Mary.NatoU Date:_~Augu~.::-et::....,.:::;U=.!t:.-....::1:.=,971..:.=..·_ County WafiJh1Dgtou County File No._ ( Bureau File No._ ...' -' OFFICIAL NOTICE OF INHERITANCE TAX APPRAISEMENT AND ASSESSMENT OF ASSETS NOT SUBJECT TO ADMINISTRATION The property on which tax is hereby assessed consists of:eft.,Mellon Rational Bank·am Trust Company".:f Washington alike"Waehinst0n,Penn$)'lvan1a..In the names of Jean Ann Natoll.t Opened,,.29-71.'B~~aD of dateot death,$16,283,29 "..f,"'"•OJ tlcC-i34'"l1-69l ' COMMONWEALHi 'OF PENNSYLVANIA DEPARTM'ENT OF REVENUE BUREAU OF COUNTY COLLECTIONS INHERITANCE TAX DIVISION ~I~._.... appraised by the Commonwealth,as of the date of degth,at $16,283.29100%of this amount is taxable at the.rate of.,...•<',.....% ORIGINAL ASSESSMENT .AMENDED ASSESSMENT'.' t,'I,;'DATE OF ASSESSMENT TAXABlE AMOUNT, LESS:ALLOWED DEBTS NET TAXABLE AMOUNT $-------- I!m~ooAMOUNTOFTAXDUE ,.o If you pay the above amount within three (3)months of the da~of dioth.of the de~~dent,or on or before an.·,..19'f you may deduct a discount of 5%of the amount of tax due,or ----------- o This tax became delinquent,fifteen (15)months after the date of death and,in addition to the tax,statutory interest at the rate of 6%of the tax per annum is also due as of *_ 19__in the amount of --------------------- $============977.00 $ APPRAI~ED By:G '..U)~ASSESSED By:-.-- (Inheritance Tax ppraiser)(Agent for the Commonwealth) *If the tax is not paid by the above date additional interest is due at the rate of 6%per annum until paid INSTRUCTIONS TO TAXPAYERS Make checks or money orders payable to:To insure proper credit to your account this Official Notice must accompany your payment.Mai I or bri ng it to: 1~~:E,;r ..O,.'i THE COMMONWEALTH COURT HOUSE WASHINGTON,PENNA.15301 ~'•f"I).... If you have already paid this tax to an execlJtor,administrator,attorney or other personal representative 04'the ~ decedent for forwarding to the Commonwealth,Ii'st "below the date paid,name and address.of the person to whom you made payment,their official title and the am'oun.t.;. Date Paid Name and Address of Payee Official Title Amo~nt Paid .\, Under certain circumstances,if,after the date of death of the decedent,you personally paid funeral expenses or other just debts of the decedent,with funds derived from the property herein taxed,such amounts expended by you may qualify as deductions against the gross value of the property in the ~omputation of tax due.If aDY such expenditures meet all of the three following tests,it is recommended that you itemize the payments below, execute the affidavit,and return this notice.The Register of Wills will examine the debts claimed and allow those which he determines to be proper.The ta~will then be recomputed and you ~ill receive an amended assessment of tax. THE THREE TESTS WHICH MUST BE MET ARE THAT: ( 1•You were persona'IIy legally responsible for these d~bts,and 2-You actually paid these debts out of the account or property described above and can furnish proof of such payment,if required,and 3-These same debts are not also claimed,for tax purposes,by an executor,administrator or other personal representative of the decedent·handl ing the admin istration of the general estate of the decedent or any other transferee.. SCHEDULE OF DEBTS Date Paid Name of Payee Description of Obligation Amount Paid - ""TOTAL $ (attach separate sheet if requ ired) COMMONWEALTH OF PENNSYLVAt~IA) COUNTY OF:_ SS: I,hereby certify that the foregoing is a just and true statement of funeral expenses and other debts of the decedent,,for which I was legally responsible and which I did payout of the property herein taxed.I further certify,that to the best of my knowledge and belief,these some debts will not be claimed by any other person,for inheritance tax purposes. SWORN AND SUBSCRIBED BEFORE ME THIS DAY OF___________19__. REPORT OF REGISTER OF WILLS Signature of Taxpayer -------" I,the undersigned,duly elected Register of Wills in and for the above county,do respectfully report that I have allowed deductions listed above in the total amount of $ Date of Approval:_ Register of Wills Fonn RCC-2 DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS HARRISBURG.PENNA.J7 J27 COMMONWEALTH OF PENNSYLVANIA RESIDENT INHERITANCE TAX APPRAISEMENT DATE Q.C..t..o..b.er 2.0..,1.9.7.1 . COUNTY ~y.~.~..~..~..~.~_~..~.~. FILE NO §}:..?J.=..!.Q.4..~_ . Whereas,M.R.S..A MARY.NA.T.OLl late of WASRING.T..QN.. in the County of..:~Jy.AS.HIN.G.T.ON Commonwealth of Pennsylvania,having died on the f.i..r..~.t day of A.MgU.S..t 19 7.1,seized and possessed of an estate subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania; Therefore,I,F.RANC..E.S L.E.'o ,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 assess transfer inheritance taxes at the lawful collateral rate on any such future interest. Description of Allet Jt.Savings Account held in the MELLON NATIONAL BANK &TRUST r.()MPA~TY·llTAsHI NlT 'l N ()~'FIl:li lNAsHINl~'T'()N PIi,NN:-iY.VA,NTA T,.,+-hp Balance as of date of death Unit Values $ Appral.ement Made for InheritanceTaxPurpole. 16,283 29 1'- I ...............WASB..ING:T.Q.N"",................................County RESIDENT INHERITANCE TAX APPRAISEMENT Estate of ......,MRS.MARY.NA.T.OLI . Deceased. Late of '~ASHINGTON Date of Death,.8 1._.7.1.... Appraisement Docket Vol.,. Page,No J~..~..'::'..7J.:'..lQ.4..e Filed in Register's Office,QC..t.A 2.0 19 7.1 Am.ount of tax due,$. DEPARTMENT OF REVENUE Received, Examined and Approved,.. Wrote abo,11t Appra.isement, Appeal f1'om Appraisement,.. Entered and charged,.. ~ I __J Form RCC-33 RESIDENT DECEDENT ~-----~--------------------------------------;- {p.8-l'1-/0 Lj~J COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS COUNTY OF W~§h.t.P.gt.9.g .. 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).~rit~nce,an!l.E.st!lterax A,ct of 1961.) IN THE MATTER.OF THE'ESTATE OF }AFFIDAVIT OF Heir .....................MA.RY NA~et~;Ij'..~~~..·~i..d~~~~t·)· · ·~ Late of W.as.hing.t.Qn County ~ ::t:.~-:::::~~::::~:::~:=::-=}'" .............................................~.R¥.:N~.~9..~.:J;~H.e...i.t',~r ~of the estate of the above-named decedent being duly sworn,depose S and say S DecedentdJed A.ug~~~~~h.)-~i.~.;.i ,19.(·?l-i ·{~~~aVing a last will,copy of which is hereto attached.} Name and address of attorney or}Howard E.Goldfarb I Esq.....···Goldf.a..rb··..·&..···Gold·f·arb..· ·..···..other authorized representative to d whom all correspondence should be ~~~Rln~~g~:~.p~:~.r5~Ol . mailed. That as such H.~J.;:deponent is familiar with the affairs of said estate and the property con- lX&~XdW1(jMK~-X stituting the assets thereof and their fair market value. That at the time of death there was no safe deposit box registered in decedent's individual name,or jointly with,or as agent or deputy of another,or in decedent's individual name,with right of access by another as agent or deputy,with the exception of the following:- NAME AND ADDRESS OF BANK OR OTHER INSTITUTION IN WHICH DECEDENT RENTED A SAFE DEPOSIT BOX NONE THIS SAFE DEPOSIT BOX RENTED RELATIONSHIP OF JOINT IN NAME OR N:..:AM:::E:..:S:.....:O.:..F +.....::H~O::.LD:::E:..:R.:..;S:.....:T.:..O'...;.D:..:E:..:C;;;E.:..D.:..EN;.;.T~ That the contents of said safe deposit box or boxes are itemized under Schedules of this return,with the exception of the following,for the reasons hereinafter set forth: That Schedule A attached h,ereto and made part hereof sets forth fullv and in"detail all the real property in the Commonwealth of Pennsylvania of which decedent died having an interest therein.It also sets forth the mortgage encumbrances upon each parcel of real property at the date of death,giving the amount still due at death,name of mortgagee,date,rate of interest,and book and page of record thereof.It also sets forth in the columns provided therefore the assessed valuation of each of said parcels,the estimated market value thereof as of date of death of decedent•. That Schedule B 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 mone'ys left by the decedent at the time of death,whether in decedent's immediate possession,standing to decedent's credit in banks of rleposit,savings banks,trust companies,or other institutions,whether indiVidually,or in trust for any other person or persons giving also separately the accrued interest thereon,if any,down to the last interest flay prior to decedent's death in the case of savings banks,and to the date of decedent's death in all other cases;all bonds,postal savings,treasury certificates or notes and other evidence of in- debtedness of the United States to the'decedent;all obligations,whether by statute or agreement they are ~esignaterl as tax free,of the Unit~d States,or any state,or political subdivision thereo~or of 'any fore'ign country,which are owned at tlie 'time of death;all wearing'apparel,'jewelry,silverware,pic- tures,books,works of art,household furniture,horses,carriages,automobiles,boats,and any and all other personal chattels of whatsoever kind or nature,left bydecedent,together with the fairly estimated marl,et vallie thereof;all bonds and mortga.e:es held by decedent and of all claims due and owing decedent ,1 t the time of neath,and all promissory notes or other instruments in wri ting for the payment of money of which rtecertent died possessed,of whatsoever nature,wi th interest thereon,if any,giving the face valliI'!ilO"I estimated fair market value thereof,and if such estimated fair market value be less than the face \'I~lllle,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 rlue 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 at the time of death,with the market v!\lue thereof at such time. In the case of securities of close or family corporations,the values reported.are as far as possible substantiated by financial statements of the corporations,showing the assets and liabilities thereof as of the'da~e of death.The schedule also sets forth the interest of decedent at the time of death in any co-partnership or business,and in support of the value of such interest there is annexed to said schedule,financial statements showing the assets and liabilities of said co-partnership or business. A copy of the co-partnership agreement,(if 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 l)usiness as may be .pertinent to a fair and .Just appraisal of the decedent's interest therein must be submitted.·It should also set forth in itemized form,together with the fatr lT1arket 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'in'quiry contained therein and in the case of transfers ofproperty,real or personal,within two years of decedent's death,in contemplation of decedent's death,or intended to take effect in possession ~r enJoym~nt'at or after death,said schedule sets forth the nature and value of such property,to whom transferred,the .'\~relationship of the transferees to the decedent,the proportionate share received by.each transferee and all other facts of a pertinent nature regarding said transfers.~n -the.Case o·f transfers intended to take effect in possession or enjoyment at or after death,there is also attached to the schedule a copy 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 exercise by decedent,either individually,orjointly with another,or any power of appoint- ment vested in decedent,either individually or 'jofntly,'by the will,deed,or other i~s't~~ent.of another, with a copy of the ins trument creating such power .:attached to th'e schedule. That Schedule D attached hereto and made part hereof sets forth the names and addresses of all persons beneficially interested in this estate at the time of decedent's death,the nature of their res- pective interests,their relationship,if any,to the decedent,together with the ages at the time of decedent's death of all minors,annuitants and beneficiaries for life under decedent's Will.It also contains a statement showing which of the beneficiaries named in the decedent's Will,if any,died prior to decedent,the dates of their death,their issue,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 r.ecord 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 ami'unpaid at time of \.death;taxes accrued chargeable for period prior to decedent's death.(except.those allowed under Section 651 of the Inheritance and Estate Tax Act);together with a statement of collateral pledged for obliga- tions,if any.It is agreed that the fiduciary will present proof of said claimed obligations upon re- quest,that if the amount actually paid in settlement of any fee,commission or debt is less than the estimated amount claiming and allowed,that the same will be reported to the Register 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. II '1I I Subscribed and sworn to before me this .. ............/f....:.r:!day of ..~19....7..;1;.. ...~~~. NOTARY PUBLIC WASHINGTON,WASHINGTON :CO,.PENNA. MY CO~IMISSION EXPIRES r,~AY 26.1973 . .,1{;_,J-./J~- .............................................~_. NOTE:Before signing affidavit make sure all blank spaces in the affidavit and schedules annexed are filled in'with details or the word "None",and in case the assets include rare and unlisted securities, securities of close or family corporations or an interest in any co-partnership or business,that the data and statements required under the paragraph above relating to Schedule "B"are attached.Also make certain that COI1IDm #1 in the "Summary"has been properly completed as above-directed. r I II II I'[IRCC-34 (1-64)ii COMMONWEALTH OF.PENNSYLVANIA DEPARTMENT OF REV'i:NUE BUREAU OF COUNTY COLLECTIONS TRA!'lSFER INHERITANIIFE TAX RESIDENT DECEDENT]I . SCHEDULE "A" iEAL PROPERTY *~ ., , Real property i~Pennsylvania,with statement of mortgage encumbrances upon each parcel at death of dece-n . dent.Where prpperty held as joint tenant or tenancy by entireties,report on Schedule "E".Property held by thede.cedent a~tenant in common with another or others,should be identified as to quantum of interest and.~.... the estimated v1plue should be that of the decedent's interest only. The real property located:In the Commo[1wealth of Pennsylvania should be described by lot and block number,~treet ond street number,together wi th o general description of the property,with a reference to the record of the conveyance by which thelldecedent took title;If a farm state number of a- cres;also statement of m;ortgage encum~rances upon each parcel at death of decedent.Taxes,assessments,aCCrued Interest on mortgages,etc.,are to be listed on Schedule ',iF"and must not be deducted from this schedule. (1 )(2)(3)I DEPARTMENT ASSESSED VALUE VALUATION FOR YEAR OF ESTIMATED CAUTIONDECEDENT'S MARKET VALUE (Do not wrIte DEATH In this space) .IIHouseandlot at 470 Jefferson Avenue, washington,Pennsylvania II 'I I I I ~"I " S h d I "A'"h X X X X XInsertthIstotooPPoslltereaproperty, c e u e In t e "As Reported"column on the last page of this return. I 14,000.00 F14,000.00 1//11 IJ-fL.d.&0 SCHEDULE "nil PERSONAL PROPERTY i! RCC-35 !i .IICOMMONWEALTH'@F PENNSYLVANIA\iITRANSFERINHERITANCE TAX " :1RESIDENTDECEIDENTII i '" I'INSTRUCTIONS:T~:is Schedule must disclose all tangible and intangible personal property owned individually by the decedent,:,at the time of his death.Property owned by the decedent jointly with another or others I'•must be listed 4nder Schedule "E".Intangible personal property,titled in the name of the decedent,but payable at deatJii to another or others,i~cluding but not limited to P.O.D.U.S.Savings Bonds and tenta- tive trust accoJhts,must be listed,despite the fact that they are not of the administered estate. Tangi~le personal property should be listed first (e.g.jewelry,wearing apparel,household goods,and furnishings,books,paintings,automobiles,boats,etc.) IIIntangdble personal property,such as bonds,treasury certificates,cash on hand and in,bank, II ..stocks,'mortgages,notes,together with accrued interest or rlividends,salaries or wages,insurance pay-~,, able to the est~te or firluciary in sairl capacity,partnership interests,interest in any undistributed Iestateoforinc'ome from any property held in trust under the will or agreement of another,even though 11 located outside IPf the State,at the time of death,should be listed in this schedule. I Item ITEM UNIT ESTIMATED DEPARTMENT VALUATION No.List 'and describe fully VALUE MARKEl'VALUE (Do not write in this space) NONE L Insert this total O!posite "Personal Property",Schedule "B"in X X the "As Reported"c6lumn on the last page of this return. I I I I Ii II ",I I RCC-36 .'-,,,-,GOmlON'I'EALTH QF PENNSYLVANIA TIUNSFER INHERITANCE TAX:i - ii ~~SIDE~T DECEDENT SCHEDULE "c" TIl4NSFEItS (1)Did decedentl,within two years of death,make any transfer of any material part of his estate,without receiving a ~aluable and adequate consideration therefor?(Answer yes or no)~N~O _ (2)Did decedent,within two years of death,transfer property from himself to himself and another or others (including a spouse)in joint ownership?(Answer yes or no)No (3)If the answe~to (1)or (2)above is in the,affirmative state: '(a)A~e of decedent at time of transfer _ (b)S:~ate of decedent's heal th at time of making the transfer.(Note 1). (c)Cause of decedent's death.(Note 1). (4)Did decedent~in his lifetime,make any transfer of property without receiving a valuable or adequate consideration therefor which was to take effect in possession or enjoyment at or after his death? (Answer yes or no)-=N~O~_ (a)wks there any possibility that the'property transferred might return to transferer or his 11e,state or be subject to his power of disposition?(Answer yes or no)_ (b)W~at was the transferee's age at time of decedent's death?_ (5)Did decedent I in his lifetime make any transfer without receiving a valuable and adequate consideration therefor und~r which transferor expressly or impliedly reserves for his life or any period which does not in fact ~nd before his death: (a)The possession or enjoyment of or the right to income from the property transferred? (Answer yes or no)__-=N~O~_ (b)T~e right to designate the persons who shall possess or enjoy the property transferred or income therefrom?(Answer yes or no)_N~O~_ (6)If the answer to (5)(b)above is in the affirmative,state whether the right was reserved in decedent alone or oth~rs _ (7)Did decedentI:in his lifetime make a transfer,the consideration for which was transferee's promise to pay income to or for the benefit of care of transferor?(Answer yes or no)N~~O~__ (8)Did decedent;at any time,transfer property,the beneficial enjoyment of which was subject to change, because of a Ii reserved power to alter,amend,or revoke,or which conld revert to decedent under terms of transfer or by operation of law?(Answer yes or no)No (9)If the answer to (8)above is in the affirmative,was the power to alter,amend,or revoke the inter- est of the b$neficiary reserved in the decedent alone or the decedent and others? (Answer yes 6r no)__ NOTE 1:The an~:wers to these questions should be supported by affidavit by the attending physician as well as a copy of the death certificate. NOTE 2:If answ'er to any of the above questions is yes,set forth below a description of the propertyIItransferred,it":s fair market value at date of death,dates of transfers and to whom transferred,with relationship of transferees to decedent,if any.Submit copy'of any trust deed or instrument,if trans- fers are claimed,to be non-taxable,also submit detailed statement of facts on which said claim is based. NOTE 3:List ap~licable property below in manner in which provided in Schedules A,B,or E. ITEM DESCRIPTION MARKET VALUE (Es timated)DEPT.VALUATION (Dept.Only) Insert this total::opposite "Transfers",Schedule "C"in the ","As Reported"col}l'Dll on the last page of'this return. II ·' RCC-38 CCMl,{oNWE/\LTH OF PENNSYLVANIA rHI\NSFEH .TNHEI~ITI\NCE TAX RESIDENT DECEDENT SCHEDULE "E" JOINTLY OWNED PROPERTY Il'\STRPCTIO~S:TI1is schedule must disclose all property,real and personal,owned by the decedent ,jointly wi th another or:others,including intangibles,standing in the name of the decedent and others.List real estate firs,t,as entireties,or joint tenants,'giving brief description,as indicated under Schedule "A",plus the d~te and place of record of instrument effecting vestiture,but do not include entireties or out of state .real·estate value in estate valuation colunm.Personal property should be listed as in Schedule "B",pius 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'percentage Estate Address and Relationship of Co-Owners,and Place I Value Share Valuation of Record of ,Instrument,where Real Estate..I 1.Joint sayings account in First Federal Savings and Loan Association of Washington held with daughter, Jean Ann Natbli. 2 •.Joint sa~ings account in Mellon Bank,Washington,Pa.held jointly with daughter,Jean Ann Natoli. NOTE:Both 9f these accounts were reported preViously,and inheritance tax was paid::in full on same. Insert this total opposite "Jointly Owned Property",Schedule ."E" in the "AS Reported"colWTlJ"l on the last page of this return. DEPARTMENT VALUATION CAUTION-Do not Write In This Space. Value of Value of Entire Decedent's property Interest ..fJ/f/j) ~CC-37 (12-63) nnDI~r·''\\·E:{1.TII OF l~E:'\:'\SYYl.:\NIA TRANSFER l"IlEHlTA!'\CE TAX RESIDENT DEl'EDEl'\T I' SCHEDULE "D":.: BENEFICIARIES """""-I:.,RELATIONSHIPBENEFICIARIESANDADDRESSES(If step-children or SURVIVED DATE INTEREST OFStatefullnamesandaddressesofallwhoillegitimatechildrenDECEDENTOFBENEFICIARY aYE'an interest,vested,II cont ingent or other-are involved,set STATE YES IN ESTATE wise,in ¢state)forth this fact.)OR NO BIRTH IIMaryAnnNat'oli Dauqhter Yes I)o°t. Eie;le:n~]Natpli Dauahter Yes 1)00L ... Ii !0 il :1 II I, t II Ii II I' ", :1 1: " II Ii' ,, ji i II !'I il..I' " ...A If t , II '! '".'I;U I, 'I ......Ii .':'"/::-0, 'I .~.,.,.. i!r~".."I;f'.~'" Ii .1 (;, "ji IIIi :: I Ii i I: " \ h Deponent further says;:that all the above-named beneficiaries are liVing at this time except below: NAMEIII' DATE OF DEATH RESIDENCE •• OF THE Deceased ESTATE OF ~:1-':,p.........:..>:0 tn :0 ::0........:0 Cb >-:.'g ~:0 '"1:0 c;-.c... ~ ....,'"ti ::0'"1 Cb Cb1>0 '"1 e:..::l tn tn 0 '"+>::l '"tiCbe:..'"1'"1 0tn '"ti '0Cb....'"10~.'0Cb........... '-<: C/lc: ~~>II::0 tC/l C/l C/l >-<: ~~~?"'?"'?"'l \ Ci ~>; ~~:0 :0 ;:::s :=':CD ':CDooo :.. :0 :0 ~~~:1-". :,p. ;.: (Executor-Administrator must complete "As Reported"column #1.) o'"1otntn...., 1>0X1>00-Cb tr:1.tn.....1>0.....Cb 63-71~1048 ..............~ DI THE (No. Late of.City ..of Washingt.on . ~IATTER OF THE APPRAISE}"IENT ~R..:Y...Nl\.'r.o.r...I... N \0 Commonwealth of Penns9ivilnia .<0-..J...... ::0 :2:",::0 0REPO~~ND~PPRA~L ~CJ)_ ",fTl ......'::of=:_.r 0:3:"Tl»::-m::E::o ::i:i=z ,......, r-o W '--'en County of .Washington . Will ~ ~~~~-€P.~ GOLDFARB &GOLDFARB Court Square Arcade Washington,Pa.15301 ~. ~: ;Q .0:9~O:0' "-...........>~~au II:~~-~,.,:f'"'\r.1.:J:~3~a:::o ,()8. t .,',*-.-~ Form RC C·IO .....:.:.'01!'FICE OF THE REGISTER OF WILLS OF _W;...;.....a..;;s_h...;~;;;;.·n...;..,jg..;;t,-o;..;n:..;;....__COUNTY AND AGENT OF THE COMMONWEALTH~.#''3 -0-/cJ-fY' to3-7/-/IJtJt-rn -3~--Z/S-tY STATEMENT OF DEBTS .AND DEDUCTIONS DEDUCTIONS mOWED"Au THE SUM OF $~r£...(;;I OA~~Ht=1 Reglater of Will••Agent L.ATE OFCity of Washingtop,WBsbipgtop Co~nty, pennsylvan~a DATE OF FILING APPRAISEMENT DAT&OF DEATH _A~ul.l;<J~)u.]Si::LJ"t........JlL..,_·...Ll..;:9L.,71...ll.------ ESTATE OF MARY NATOLI DATE NO.OF NAME OF PAYEE REMARKS AMOUNT VOUCH"" ADMINISTRA'T'1 hN Ex 1971 9 50Oct.28 Reaister of Wills -..,e of Will Nnu r.nl n-F~rh iV ~ol c'lf;:lrh -I c l<'QQC 200 00- Ik~1-![l~r IJ;t T"I' Dunbar &wallace Lumber Co.u,..,,,co";'R""T\~irc ~Qn Lle:;. David Waqner Roofinq House Repairs ?iq nn l<'1QQ....Pi'};nt'.;na House Repairs c;nLl.nn C.R.Hobbs &Sons House Renairs "7':l1 ioe:;. I He]]'T'el eohone Comnanv 'T'el e ..,-Hill c..."':l :'Citizens Water Companv Water Bill l'J ~Q •washinjlton-East Washington.!=:eW~CTP-'Rill "7 III c:.."Joint uthoritv •,0- w "Columbia Gas Gas Bill c;I'J 0 ~,I...West Penn Power Comnanv.....Rle("'t-r;('"'R;ll "7 III c:--,,"lfiO 1112·'1971.School Tax.... (.. NOTE·Marv Ann Natoli ann R'elen Nat-nli arp-p-nt-it-1Qn ...'" -F~mi''\T .in,..,n{=<:,c;nn hn /_~OO "0 N()'T'R·n-"::>nm;,..,;co......::>...;,..,....,,.."",..•••0 ...0 ..:J ..'on ~~... comoutinq tax due on ;oint accounts referred to on Schedule E. - S 71,,</£r/ TOTAL .... ~ COMMONWEAL.TH OF PENNSYLVANIA } ----=..:.=~_ss:COUNTY OF ~shington I.Ma:r::y Natoti HEREBY CERTIFY.THAT.TO THE BEaT OF ~y I<NOWL.EDGE AND BELIEF.THE FOREGOING IS A JUST AND TRU E srATEMENT OF DEBTS.FUNERAL EXPENSES AND EXPENse OF ADMINISTRATION SUBMITTED TO THE ESTATE OF Mary Nato]i DECEASED.A.DEDUCTIONS POR INHERITANCE TAX PURPOSES.---J '"?'...J.IJ /' t/'IJ /L..:.~--=.-==--:-:::*~1.£..J~~~=...:=~=:........-----(L.6.) S=RNAND.SUBSCRIBED BEFORE ME THIS C1/·DAY OF MaryNgtOli -~-='-"'-=-...:....;.7T"'--=-=:-~--"'="18 -2l.~.i2->'P?1 dl 4:......a-~ NOTARY PUBLIC WASHINGTON,WASHINGTON CO.PENNA. MY COMMISSION EXPIRES MAY 26,1973 ".J .~'-~ '-....... \I , S..."J-../':::0 ·z m::C 0 .."e>C::.-::::-(h -(h(h'....m ~.rfTlr-;Qr-. 03:m.,,~~...~.~'\~....\".;'..:\':E:::o 0"I"r-zr-o .\AIc.n ..W'-. I\) \Q ., Form RC C,lO Ii II .-,'QFFICE OF TNE,,:.----:t REGISTER OF WILLS '..II OF _...:.W..:..a;....:.=.s;:.:.h:..::~~n~g..L..;;t...:.o:..::n.;:,.'i__COUNTY ta'3-7/-/o 'lY '-"lo ~."".,.-,..........":...... SUPPLEMENTAL STATEMENT OFbEBTS AND DEDUCTIONS DEDUCTIONS ALLOWED IN THE SUM OF $. DATE 'APPROVED . AND AGENT OF THE COMMONW5ALTH If :~ Register of Wills,Agent 'I ESTAT-E OF il MARY NATOLI II L.ATE OF City of Washington'.Washington County, Pennsylvania DATE OF FILI~G ApPRAISEMENT DAT&:OF DEATH Al1gl1 st J,J971 11 DATE NO.OF NAME OF PAYEE REMARKS AMOUNTVOUCH"" MaI~Ann Natoli agg Family Exemption 1.50C 00HenNatol~,Daug ters I, I "II " "Il''I il :1II :f III,it 'I II II II II, '! Ii II if' :~ I' " 'Ik II :1 IiII I, IIil -'I",I II I'":: II !I II it TOTAL 1.500 00I,. ',ICOMMONWEALTH OF PENNSYLVANIA } 11 88:COUNTY OF •Washington I,MARYIi ANN NATOLI HEREBY CERTIFY,THAT.TO THE BEar OF MY KNOWL!!:DGE AND'BELI£F,TH!!:FOREGOING IS 'A JUST AND TRU E STATEMENT OF DEBTS,FUNERAL EXPENSES AND EXPENSES OF ADMINISTRATION SU~MITTED/TO THE ESTATE OF _....lM::.Laa.l,r~¥(-N~au.t.JQ..u.J....li DECEAtlED,AS DEDUCTIONS FOR." INHERITANCE TAX Plj'RPOSES.'I'lL ~n~'- JI '-')-0 --'---=-fUu¥----%--~~/{---=-=---_{/_(L..S.l SWOR AND SUBSCRIBED BEFORE ME THIS",:/?)~~c§DAY OP'MaryAnrNato1i,le-'l..2...- 11 Ii II NOTP,RY PUBLICW~SHINGTON W{\SHINGTON co.PENNA. M4 CO'MMiSS;QN EXPIRES MAY 26.1973 :1 I RCC-Bl (6-71) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS HARRISBURG 17127 NOTICE OF FILING OF APPRAISEMENT l~Y NATOLI-HEIR IN YOUR REPLY PLEASE REFER TO Inheritance Tax Division j In Re:Estate of _....:....----.:MRS=:....:._~=_=1AR=Y:.......:..:.:NA:.:.:T:..::O::::LI:::::....__ _......:"=IA=S=HIN=G~T.::::ON:.:...-__County -Fi Ie No.63-71-1048 Dear Miss Natoli, You are hereby noti fied that the ....::o:.=.r.=i:cg:=:in:..:.al=-_ appraisement in the estate of ~MRS.MARY NATOLI ha~i been filed in the office of the Register of Wills of WASHINGTON County on !December 17 ,19..1l.,Said appraisement reflects the following valyations: Real Estate 14,000.00 Personal Property _ Transfers _ Jointly Owned _ Total 14,000.00: 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 ni~e (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 low. Dote __D..::..e.::...ce::.::m:.:.:b:...:::e,-=-r_l=.7L;t~1:L'l7.L1=--_ DATE OF DEATH:August 1,1'l71 Not:e:This is not a bill. Sign.d~~ Tit J~~~I !I I R'<:c:3,gls.:68)•j COMMONWEALTH OF PENNSYLVANIA TRANSFER INHERITANCE TAX RESIDENT DECEDENT II SUMMARY Estate of NATOLI (Last Name) II MARY Ir (First Name) DATE OF DEATH 8-1-71 (Initial) FILE NO.63-71-J OJ.,8 REPORT OF INHERITANCE TAX APPRAISER l '~' INHERITANCE TAX APPR~ I,the undersigned duly appointed Inheritance Tax Appraiser in and for the County of WASHINGTON , Pennsylvania,do respebtfully report that I have appraised the real and personal property as reported in the foregoing return at the values set forth opJ~site each item in the last column to the right in Schedules "A","B", "C",and "E". :1~I 'I,I Dated:December 17,'1971 il :r REPORT OF THE REGISTER OF WILLS 11 I,the undersigned duly elected Register of Wills in and for County,Pennsylvania,do respect- fully report that I have ~llowed deductions in the amounts claimed by deponent,except as to those items where a greater or lesser amount is set fO~llth in the last column to the right in Schedule "F",which greater or lesser amount represents the sum allowed as a deduction!,II Dated:------if------,...- !I REGISTER OF WILLS 000 00 IIINVENTO~!Y Real Property (Schedule A)1iPersonalProperty(Schedule B) Transfers (Schedule C)II Joint -Held Property (Schedule E)l~TOTAL GROSS ASSETSjl Less Debts and Deductions,II (SCHEDULE F)II CLEAR VALUE OF ESjfATE il 00 VALUE AS REAPPRAISED $-------+-- 000 00 Valuation of life estate~or "ii t=annu"'e',..,...,""""'"•_ ESTATE TAX ASSESSMENTS $, II (*f As evidenced by Charitable Exemption Certificates issued by the Secretary of Revenue. COMPUTAnON OF TAX $-------t-- $-------t-- $-------t-- $---_-..:-_-~- $-------t-- $-----_----1._- :::::::::::!:::t==, 2% @::> 5% 10% 15% '" J; FOR USE OF REGISTER ONLY Tax on $Il,IITaxon$, Tax on $~I Tax on $1r Tax on $1: Exemptions II Total Estate -;lIc-.--__--1-__ '1 TOTAL TAX L ']11 'd 'ess tax prevIOus y palBALA~CE Less 5%of tax if paid ~ithin 3 months after death \1 BALANCE OF.INHERITANCE TAX DUE $-----~t= Add interest at rate of 6%from_____to I:$-.-J, AMOUNT OF ESTATE 'IffAX ASSESSED $-------lL- Estate tax paid ,I $--ll- BALANCE DUE $---Jl- Add interest at rate of 6%from ------tto It $-----~t=TOTAL TAX BALANCE $-----~,PAID $....J IIFORUSEOFREGISTER ONLY ADJUSTMENTS NOTE:Where subsequent adjustments are made to the above computation of tax by the Register of Wills,for proper reason, cjbnUld b'i nn,ed belnw,wHb 'bn"explana,;on,.c:. .It' Will !No.Administration IN THE Year . MATTER OF THE APPRAISEMENT OF THE ESTATE OF MRS._..MARX ..NA'r.QU,.~. Deceased Late of .....WJ.\SkUNq'rON. County of WASHINGTON .. Commonwealth of Pennsylyania REPORT AND APPRAISAL .' .1 '~ ) }'onn RCC-2 DEPAjtTMD:T OF REVENUE ~BUREAu OF COUNTY COLLECTIONS HARRISBURG.PENNA.17 127 COMMONWEALTH OF PENNSYLVANIA RESIDENT INHERITANCE TAX APPRAISEMENT DATE P':~.g~ml;.H;~r.17.,l.97.1 . COUNTY WAS..HING.TQ.N.. FILE NO•....6.3-:::.71=lQ4.$. Whereas,~..MAR.Y .NATQLI late of WASlilNGTON . in the County of WASHING.TON :'"Commonwealth of Pennsylvania,having died on the first ··day of A~~~19..7~,seized and possessed of an estate SUbj::.::r~~~~;d-~~~:~~::::::i:~IY 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 AppraisementDescriptionofAllOtValuesMadeforInheritance Tax Purpolel $ REALTY: SEE COpy OF SCHEDULE "A"/.I m APPRA 1.'-;H:Mk:I\I'I',I."(v,'l",I""'/.I :HI', r~ , ... .. form~~V~fhb~:::~~w~~CCY~21~~:~a~o~e~~bYCe~_~~:;~~~~: ..................................~~, ,Penna. (Poet o.) f· ·WA§H.J.N.Q+.'.9N....H........................County RESIDENT INHERITANCE TAX APPRAISEMENT .Estate of ...........~..,MAl:JX.NAT.O'LI . Deceased. Late of .........................WA§.JfI:Nq'r..QW ; . Date of Death,8~1~7l ,. Appraise/Hell!Docket Vol.,J...i . Page,d/-S;=t No 9..3..~71.~l'O4.8.;. Filed in Register's Office,lllac•....J.7············J9···71· Amount of tax due,$. DEPARTMENT OF REVENUE Received, Exa.mined and Approved,H ·H •••.. Wrote abo.ut Appra.isement, Appeal /"om Appraisement,H H ••..•.. Entered and charged,H..HH .. .".__.~;~,..... .'.".\'~rt, RCC·4 (8·68) No.8 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE11715OFFICIALRECEIPT•PENNSYLVANIA INHERITANCE AND ESTATE TAX FOUR HUNDRED SIXTY FOUR and 07/100--------------------------------RECEIVED dollars 8,141.65 488.506%Tax on $$---------g11 From:JEAN ANN NATOLI.PAYING ON IN».LIAB. 470 JEFFERSON AVENUEAddress 2 %Tax on "ASHINGTON,PENNSYLVANIA 15301 representing Pennsylvania Inheritance or Estate Tax due from the following estate: $--------$--------·raJ $--------·lrJI 63..71...1048 D f D th 8..;1...71FileNo.ate 0 eo -------i October 19,1971Date'of Payment ---j MRS.MARY NATOLI Name of Decedent ------------------l 15%Tax on $$• %Tax on $--------$---------m Estate Tax,Act of May 7,1927 liASHlNGTON County --------------------1 Remarks: JMO --1-1.e::J'0\, TOTAL TAX CREDIT Less five percentum of tax if paid within three months after,. date of death Plus interest at the rate of __%from _ to --:-_ 488.50 $--------0 24.43 $--------Ir41 $---------1111 464.07 $========~voon ~{L~@ill trrn:'SEA L TOTAL AMOUNT PAID 1"--,/-..... NOTE:This Triplicate Rec~lptto be r~tained for audit purposes.(,/I/)....lr _ Received bY\'--'·lA.-<1..:JLk:'.-1. NOTE:In accepting the transfer inheritance tax on future estates,prior to the death of the 11ft''\,I (Signature LJJJL . tenant or tenant for years,as evidenced by this receipt,it is understood that the Commonwealth sh611 /:~~') not be precluded or prevented from hereafter assessing additional inheritance tax at the death of th'-e".:)";ff-Lt<"(~JB-"<1/ life tenant or tenant for years whenever it appears that such additional tax may be legally due and -(\'(Title collectible for any reason whatsoever."'-. I.I I ----.-._--~._-~---~~------------------:---~_._,.......~-~~_._~:-._j RCC-4(8-68)COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUENo.8 11716 OFFICIAL RECEIPT •PENNSYLVANIA INHERITANCE AND ESTATE TAX RECEIVED NINE HUNDRED FORTY EIGHT and 2S/100--""............_...-............_....-10 _.•--.....- -....- -......!-dollars representing Pennsylvania Inheritance or Estate Tax due from the following estate:From:....J~:UlI-I.UlI~-"AJI.-U,IoH~U~,Ul~--\,iI.Pf---.I,~~----j~A&......-------------------------1!JIJ AddressA7{Ln~lrialJ~!N.-AJl]E:NmL ~ File No_63..71 ...1048 Dote of Death~=.,1I;"="t-&-_----i Dote of Po yment --In:U:;:.Q.JHl:r-.-.L~......-UU.J.--------.j Nome of Decedent jjIR:L.:......;lllHlLWcrOIJ----~ Cou nty ....lILQ.I..:u:lLLil3!.Jl.,L!IUU'---I Remarks: 2%Tax on $_ 6%Tax on $16.635.64 15%Tax 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 rate of __%from _ to _ $ $998.15 $ $ $ $998.15 $49.90 $---------1111 TOTAL AMOUNT PAIDS E A'l NOTE:This Triplicate"Receip!to be retained for audit ~urpos,e;.( ./Received by\...:2?':::::"~::"':::~~~~~*"":""'~~T~-=..L-fI NOTE:In accepting the transfer Inheritance tax an future estates,prior to the death of the hfe ..,>.\; tenant or tenant for years,as evidenced by this receipt,It is understood that the Commonwealth sh'oll I not be precluded or prevented from hereafter assessing additional Inheritance tax at the death of the_~......d~~~~.66.t.~~gl.-~~~&~~:"'-l0 life tenant or tenant for years whenever It appears that such additional tax may be legally due and collectible for any reason whatsoever. RCC·4 (8-68) No·8 11731 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE OFFICIAL RECEIPT.PENNSYLVANIA INHERITANCE AND ESTATE TAX J From:JEAN ANN NATO I ... RECEIVED FIVE HUNDRED and'\00·1100 _,__i'lir IW ,....,"'ar $___d II'.0 ars representing Pennsylvania Inheritance or Estate Tax due from the following estate: $--------·1111 $ $526.32 $ $ $ $526.32 $26.32 %Tax on $_ Estate Tax,Act of May 7,1927 15%Tax on $_ TOTAL TAX CREDIT Less five percentum of tax if paid within three months after date of death Plus interest at the rate of __%from _ to _ liASHINOTON JMO -'.-r'__II.A Date of Payment _O_c_t_o_b_e_r_·_2_··_2.....:,_1_9_7_1_.-------I IAddress--='--'::...::.-'=-::.=....-=~==---""==="-----I I 2%Tax on $_ / PENNSYLVANIA 15301 6%Tax on $-----'O=N.:........:.:A=CC=·O=U~N"""'T_ Remarks: File No.6S..71-1048 Date of Death S•i ..71 County W_'l\_S_H_I_NG~'r_O_N_·--------1 .Name of Decedent MRS.MARY NA~OLI lYill ~[?[L~@illlY[]:S,'E A L TOTAL AMOUNT PAID $500.00 NOTE:This Triplicate R~ceipt to be retoined '.or °'j8P'::rr!'!_8 0 0(7 -1'1 .~.).Received by ~~/\;.-.::\..~ NOTE:In accep!ing the transfer inherit~nce tax on future estates,prior to the death of the life )~(Signature)IJ1'J1 tenant or tenant for years,os evidenced by this receipt,it is understood that the Commonwealth sl1all .'V~W.,(J i not be precluded or prevented from hereafter assessing additional inheritance tax at the death of th'e-.~J;-\oJ ~~:.(\..I life tenant or tenant for years whenever it appears that such additional tax may be legally due and '~(Til(L )• collectible for any reason whatsoever. --~-_..----''----.:...-..,_.-~--'----~---- --~.--------'---,--------'-_:.....-.--,\_---...._--,~--'--~._---"--'-_._~ NO·B ----------------~-----------;--------------------··~·- I "'••"'1 COMMONWEALTH OF PENNSYLVANIA J DEPARTMENT OF REVENUE .45888 OFFICIAL RECEIPT •PENNSYLVANIA INHERITANCE AND ESTATE TAX RECEIVED EIGHTY SF.VEN N'1d S2AOO·'he ".D q:I'!I'[I p".dollars JEAN Ami NAirOLl representing Pennsylvania Inheritance or From:_lU~~.a;)1.1~ARB-l;...{;(;W~ARB__------_r_-----.::E:st:.:::a::te:...:..Ta:::x~d.::u.:e..:.f~ro:::m~t~h.:e~f.::o~lI~ow=ln~g~e:st.::a.:.:te::.:.1 Name of Decedent __....£!!!:!ild.-Al!!~u..."'__1 Address -C:OU!RT~QU,ARE-.MillA.l~-------_l File No.63..71...1048 Date of Death_...r...c::"O':;::"+4.------i 2%Tax on $$ 6%Tax on $10.235,76 $41.4.14 15%Tax on $>$ %Tax on $$ Estate Tax.Act of May 7.1927 $ Date of Payment 'l" \'/AS1'[lllTON PEI.wS County :C' Remarks: JMO ., TOTAL TAX CREDIT $__...:.6=1l=+':o.;:14=,.'--__ Less five percentum of tax if Prev.Pc1.,a?6,32 paid within three months after llal..Due S7,82 date of death $----------1141 Plus interest at the rate of __%from _ to _$,---------1111 TOTAL AMOUNT PAID $===etl!::!:,=82:=:'==:I!'J 14': NOTE:This Triplicate Receipt to be retained for audit purpo"ses.? "",'. .I ./I•.'"3~~Received by .>.::::~~-....~~.,",-'\"",.........!.,....,.-';:;:"7"':;'-+,...:...=.+..c=...041--------. NOTE:In accepting the,transfer -Inheritance tax o'n future estates,prior to the death of the/(;f~~-I ;'\" tenant or tenant for years,as evidenced by this receipt,it Is understood that the Commonwealth 'hall , nat be precluded or prevented from hereafter assessing additional inheritance tax'at the death o(th.e -'.:1'1 I 1", life tenant or tenant for years wh.enllver..II appears that such additional tax may be legally due and:·=-,...·'-:/"r.,....,7.\:...;,:~Iob'-'__''_'ol';t_:_\:t.....,.''''"''''''"''''......L-------IIJI__-===~:.~_.::._.~__~~~~J Form RCC·IO ~J-7/-/O~~DEDUCTIONS ALLOWED IN SUPPLEMENTAL OFFICE OF THE STATEMENT OF·DEBTS THE SUM OF .....,......$................................................. REGISTER OF WILLS AND DEDUCTIONSWashington DATE APPROVED .............................................................OF COUNTY AND AGENT OF THE COMMONWIiALTH Regiller of Wills,Age~t ESTATE OF MARY NAToL!LATE OF City Of Washi.ngton,Washington County, l»ennsylvania I DATE OF FILING APPRAISEMENT OAT5 OF DEATH August ",1971 DATE NO.OF NAME OF PAYEE REMARKS AMOUNTVOUCH"" DaR Ann NftOl t a~~Family Exemption 1,SO(00.e.n Nato :L,1)aug tet\i .: ; , '. - TOTAL 1,SOC 00 COMMONWEALTH OF PENNSYLVANIA }SS:COUNTY OF Washington I,MAWl ANN NATOLt HEREBY CERTIFY,THAT.TO THE BEeT OF MY KNOWLe:DGE AND BELIEF,THe:FOREGOING IS A JUST AND TRU E STATEMENT OF DEBTS,FUNERAL EXPENSES AND EXPENSD 0" ADMINISTRATION SUBMITTED TO THE ESTATE OF Mary Natoli DECEASED,AS DEDUCTIONS FOR INHERITANCE TAX PURPOSES.YJt ~J1~-SW~AND SUBSCRIBED BEFORE ME THIS q ~~Maf:Y~n (L.5,) DAY ()IF Nat;oli ~.~L -)j ....12..r7 /7Po·~/SY?t.j);"~'_ ~ L ·.\1\"I 14100'0.0 0 1!h @@@.Q ~.5 lihOOQi)OT