HomeMy WebLinkAboutOC1971-1219 - ESTATE OF PATERRAj•
FORM 67
REV.1-50
(p '3 -7/-1-;2 /i
REG.WILLS
Appliratinu fnr ijrttrrl1 nf A~miuil1tratinu nu t4r
Estate of .f.1~.~D.1s P.gt~.r..r..~."?,!.Js!.?..f..r.f;l;n~f...~p..~.t.:?.:r.r.~..1••••§!!!~!.~f..:.:f..:.P.§!t~.r.E.if!..
late of ~l:1;r..t.h ~.hi'.\r..l.gr..9.;h ,Deceased.
Before the Register of Wills of Washington County
personally appeared P.f:l:.t:r.i.~J.§!!S9.1ggy..s.h.~}~..
who,being duly sworn deposes and says that.f.r.ank....p.aj:.e.r.:r:'.a al..i.a.s Q.i~tllS (w..i.Q.ffi&.~.r.l ..
age 2.~,having ;.Jl1.§.last'family or principal residence at ).Q?J~~.~.~~.~.~~y~.'].~~.
(Street and Number)
................~~:'::E~f?~~~.~E.?.~:,Washington County,Pennsylvania,died intestate
.(City,Borough,Township).-
at N.Qr.t.h..J;h.~r.1.§!.r.g.t ,on the 2..8...day of Q£.t.QP..~.r.cn:n.).r.§9.?,yl .
A.D.,19...?,!,·,at.J.L:}.Q.9..~..£1g.s.!5 r.:...M;.,possessed of personal estate to the estimated value
$unknm~m ,and of real estate in the Commonwealth of Pennsylvania to the estimated value of
$:1·n:YSn9.~:~,situ ate in ·~9.E.~.~~.h~E.~~.!:9.~..
The names and 'addresses of the decedent's surviving spouse (if any)and other heirs (including
heirs by adoption)are as follows.
RELATIoNsmp RESIDENCE
REGISTER
.................................................................................................................:••••1•••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••
..........~.~.t.t.J£~~~g.~.9.gy..£9..~~9..~.~~~.~.~E ?g.~.f?.~.~~.f?..t §.§!.£gn.q ~.~.r.~.~.!.'-..J~!?..~..~~2
.Bloomington,Indiana 47401
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..........¥.E.?:~~}.:r~.!.~.EE.?:;~.9.~:}.Q.?J.~.§!p..§!J.~.§!!:;y..~~~.~..,.
.North Charleroi Pa.15022................................................................................................................................................................................................?.
John P.Paterra,a minor son Same
.............................................................................u ~.
Thomas M.Paterra,a minor son Same........................................................................................................,.
............................................................................................................................................
That deponent is over 21 years of age,resides at...2.Q.l-.9 B.as.t s.~.~.QD.g s..t.T.gg.t..),~~!?t..~J.?.,
.........................................~J..Q.Q.m;j.Dgt..Q.D.x.D.g.i.g.D.g :!±.7..~.QJ ~..
.is a citizen'of the United States and a resident of~and respectfully applies for Letters of
Administration upon the Estate of said decedent,no letters having been previously issued thereon..' .~/I'
Sworn an subscribed before me this ~.i:.:.
day .......~:......,A.D.,19 TL .
.......................................................:~~...
COMMONWEALTH OF PENNSYLVANIA'}SS:
WASHINGTON COUNTY,
And now Q.~.f :;z.,19 Z.1.,comes p..g.t.r..i.-.£1,~K.919.gy..~.b.g}s ..
who being duly sworn doth depose and say that §h.§!will well and trclY administer the goods and
chattels,rights and credits of.......~E.c:.~~....~~E.:=EE.c:..?~.0!~...E.:.~!2~....~.:.....~~.!.::'':.~;......~0!.~r1eceased,_r.t.r~erra,
to the best of........he.t'.skill and judgment in strict compliance with the laws of this Commonwealth,mind-
ful of the laws relatin~to inheritance taxes.
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REGISTER
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APPLICATION FOR
Letters of Administration
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ESTATE OF
FRANK PATERRA ,:i,a/k/a -FRANK r F •
_PATERRA a/k/a F. F.PATERRA,..................................,.
Deceased
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Letters ..
P $......f:.~.q......
Extra Alias $.,,.
Certificates /.0.$./~:..~..~..
.,$l/f/O'. •.•../..+.
Total =~9.~..j'·O~#
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E'STATE OF
..XE.?-.~~~:!:.~.EE.~..?~.(!s!~..X:.~~~~..:~.~.!.~EE~..~~~/::~.:~.:~~.~.~.::.~..?DECEASED
The undersigned f.!:~n.~~..~;p.~.:t;;~.r.r.~§.Q.D.ca.nd Q.w;:9.f.!l:u~~~heirs
of .f..r.f.lJJ~P.,il!g;r..r.m.~p.J.~.m§gJ.<;;.t.h!§..late of ~Q!:!h f.h.~!:!.~.!:.<?.L ..
deceased,hereby renounces his........right to administer on ~.v..Q.y.~.D.am.e.d estate
and respectfully asks that Letters of Administration be issued to......P..at..r..i~.i.~.....KQ;J,...Q.g.y.Qb.als..."...h.i.s....s..i..s.t.~.r........................................................................................................··»"i-p..·:7/ ·· · ··.~.L~:__··2P~£l£~.
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HUSSEU.':IPJNO
REGISTEh.\)F VnLLS
IN ASH jNGTni~CO..PA.
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............of 19........
Estate of
late of
1Knnro All !len ig wqese 'resents
Frank Paterra,alk/a Frank F.
~:;~~r~::;~~~:x.LP,a::,:~}No.
J
KNOW ALL MEN BY THESE PRESENTS,
Patricia Kolodychak,as Principal,of Bloomington,Indiana,andThatwe,".
ugtft1mSot#J~<;?·$Ma~·~~.l.·i.1:y··~··G~.~r.?~~y.~.?~l?Cl.T1X.,····a.···~·?J:'.P.?~·C1~·~·?~····?~··~·~~·S~;:·~~·~·?~···..·
all of Washington County,Pennsylvania,are held and firmly bound unto the Commonwealth of Pennsyl-
vania,for the use of those interested in the estate,in the sum of J.,O'O.O .•.O'O Dollars,to
be paid to the said Commonwealth,to which payment,well and truly to be made,we do bind ourselves,
jointly and severally,for and in the whole,our heirs,executors,administr~tors,successors an~Signs,and
each and every of them,firmly by these presents.Sealed with our seals and dated the .7...<..day of
...p.~.c;~.J.1.1p.~.r A.D.,one thousand nine hundred and }1 .
THE CONDITION OF THIS OBLIGATION IS,That if t4e above bounden ..?Ci.t:r.:i.c;i..?
....:E«).J.,()C1Y~.l1.Ci1<..,Cl.Ei .
AdministraOOaX ..or any of them,shall well and truly administer
the estate according to law,this obligation shall be void as to those who shall so administer the estate;but
otherwise,it shall remain in force.
Sealed and delivered in the presence of:
B......At't'orney
~tattmrnt of ~urrty
I•...-:-- -_.surety in the sum of $ _.._..__on the
administration bond in the estate of ..- --------__.__,say that I reside at
_---..- - -..-:-..,Washington County.Pennsylvania;that I am the owner of real estate.the
tiUe to which is in my own name and duly recorded,situated in .
Washington County,Pennsylvania.worth above all encumbrances $;and that I am worth the
amount expressed in said bond,over and above my just debts and liabilities.
'--------~_.----------.._--------------------------------------------._-----------------------------------~
-----------------------_.__._--------------_..._---_.---.--.._..._..--_._--_.._----_.~.-----._--------Street
itattmtnt of ~urtty
P.O.
I..-,surety in the sum of $_on the
administration bond in the estate of -,say that I reside at
...........................................................................................Washington County,Pennsylvania;that I am the owner of real estate.the
title to which is in my own name and duly recorded,situated in .
Washington County.Pennsylvania,worth above all encumbrances $;and that I am worth the
amount expressed in said bond,over and above my just debts and liabilities.
.........................................................................................................................
.~--_._._-----.._-----_._._-_._-_.._..__......•.._...------_.__.._--_..:.._--------------------
COMMONWEALTH OF PENNSYLVANIA,}
sS·WASHINGTON COUNTY....
Street P.O.
And now 19 ,comes _.
who being duly sworn,says that he is acquainted with the financial standing of the securities to the within bond;that
the said obligors have each executed the said bond and that the sureties thereto are the owners of real estate in their
own right of value more than the penal sum of said bond over and above all incumbrances and exemptions.
Sworn and subscribed before me this _.
day of A.D.19 ..
.'.~3-1/-/:2/1 '>,
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No...J9.~5....--------
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1\~miui.6tratinu 1Bnu~
IN THE ESTATE OF r
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FRANK PATERRA,ALIAS DIC~US,DECEASED ........_----__-----_-_._------_--.-----_._._--
:.
And now p.~.~!.~1?.!!.~..J ,19.I~.
Bond approved and L~ers"issued to
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'~~,::::0.-rn c C:::l --,,~(~?Q -.l:i'Q'.........P.at.r.~.~;~.g:~g.lQ~~.c;:.~~.~;,.
z -1 r:1 r t ;
C)r~r-·-..,"__J
who w~ir duly qualffrled.
------·--·-·--------=;·-~--i;:..·----·_--~~~----·~-----.......--.--..--.
g;-.;::;;
.........EllS.S.~.lE Marino"'Vvr·-..-~----------....---_..-·------------:-···-·_-
:;>(./>c>_RegIster
Bond Book ~4.................Page ~.?~.\.
B.ADZIK PRINTING ~9 DONORA ,.,
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dictus
63-71-1219FileNo.
·.....~
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i\ffi~autt (@f iExrrutnt-(@r i\~mtut5tratnr-
/~78
.....
.~~tntt of 'tuullylunttin t
Cltouuty of IInll4iugtou Jllll:s:Jl"'l~~Personally before me,the undersigned authority,a ~.?~~EY..!2:t:I.~~.~~in and for saido:J>~.~g County and State,appeared ~~:t.r.4-.Qig..JS.gJQ.gy.g.hg.k who,being duly
~.~=sworn according to law,deposes and says that he is the executor or administrator of the es-
~~0 tate of ~?:.<:J:~...~.<:J:!~E~.~.L.?~..f~.1?..9-.:J:~.t..~§.deceased,that the foregoing schedules constitute a~~2 l't d . t f th 1 d 1 t t f Frank Paterra,alias~.~2';comp ete mven ory an appralsemen 0 e rea an persona es a eo ,
Vl ;:;~':.:deceased,except real estate outside the Commonwealth of Pennsylvania;that the figures opposite-§'~1:;:each item of real and personal estate in the foregoing schedules are determined and stated by the
='E;,"undersigned to be the fair value of said items as of the date of the decedent's death;based upon a~~'~just appraisement ~f each item m~de by)hCllove lnam~d ~Administratu~
el '"s.:0?;1!}sub",·,d "'I""""tm,0 1 ·(/J.-.~#'i )~p ;;&;~1~··,p?:~:~~t:=~A&i~
1.An inventory must be filed within three months after appointment of personal representative.
2.A supplemental inventory must be filed within thirty days of discovery of additional assets.
3.1 Original 'and 2 Copies and 2 RCRI-34,Under $10,000;1 Original and 2 Oopies and 2 RCRI-33,
Over $10,000,including Copy of Will;1 Original and 3 Copies and 2 RCRI-33,Over $50,000,in-
cluding Copy of Will and copy of Federal Estate Tax Return.
REFERENCE FOR ADDITIONAL COpy
Act of 1947 P.L.513 Sec.5.2,72 P.S.4844.2
.
aJuututory nub 1\pprnilltUttutof the goods and chattels,rights and credits which
were ofr:~.?~~??-.~~.~F~..~~.~.~~.?.~~~~.q~late of ~.~~~~~~~.~~.~.~.~~.
Washington County,Pa.,taken and made in conformity with the above affidavit.
DOLLARS CENTS
PERSONAL ESTATE
Cash,being balance in Savings Account No.10120 at date of death
in name of decedent,at Charleroi Federal Savings and Loan
Association,Charleroi,Pa.,$986 78
Reimbursement from General American Life Insurance Co.,policy
issued through Wheeling-Pittsburgh Steel Corp.,for medical ex-
penses advanced by decedent in lifetime,60 50
Motorists Mutual Insurance Co.,refund of unearned premium due
to cancellation of automobile liability policy,2 27
Cash,being balance in Checking Account No.75-43714-5,at the
~entleyville,Pa.Office of Union National Bank of Pittsburgh,
In name of decedent,9 74
Wheeling-Pittsburgh Steel Corp.,tinal net salary check,542 56
Redemption value of Retirement Savings Plan with Wheeling-Pitts-
burgh Steel Corp.,1,990 12
Brunswick Corp.,being dividend declared on stock owned by
decedent,60
Prudential Life Insurance Co.,death proceeds payable to Estate,2,035 68
Interest of decedent in savings plan of \Vheeling-Pittsburgh Steel
Allenport Employees Federal Credit Union,956 05
Interest of decedent in savings plan of American Investors Fund,
Inc.,55 38
Wheeling-Pittsburgh Steel Corp.,Thrift Plan,stock ~KK fund,
being interest of decedent in same,4,107 91
Sub-total carried forward to Page 2,~0,747 59
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STATE OF PENNSYLVANIA,
WASHINGTON COUNTY,}55:
The within named Accountant being duly sworn according to law,deposes and says that the above account
d . d she ,·"1'b I'as state IS true an correct as ····ven y e leve.S/.
,
Sworn ati~,s,~bscribed before me this d~
19.7:l..
.....d ..
Patricia
, I do certify that I have given legal notice to all persons
concerned of the filing of 'the within account in the manner
prescribed by Statute and Rule of Court,as evidence by proofs
thereof filed to No l.R3.:-:7.2'-:.3..J.:,L ' .
Witness my hand and official seal thiS .d~~..
'}(..I...O<W~~,
..Register of Wills
day of ____~oI.'.U~v..I __19.7~
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RU~~El!MARINO +J"~'\oJv ,..........;()!QREGISTEROFWILLS.~'..-l:>
WASHiNGTO~J CO,.PA.0 OJ \-.:...,-5il=i("~0::I CJ'0 ~~a><1 M
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$26,500'
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FILENO.63-71-'J:219
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,.··SCHEDULE A
PRINCIPAI.:':'PERSONALTY\"'~..."-
'.
.'it'Page,,,5;r
'".~.-~
.,.',',';','."..""i'_~.,t i.."4ESTATE:~0F"'ERANK PATERRA,a/k/a )FRANK>F/;;'PATERRA~;~;"~/k/a F.F .~:,)
pATERRA~~/,k/a'F~CO F.PATERRA,)
Deceas~d )
RE:
~..
"iCHEDULE-C'
'PRINCipAL-;REALTY'
,....S§HEptJ,L~I'~B:.~~",
INC0ME-.PI!RS0:NALTY
~"..,
''',r'>'''~,'t.",_,~.'."~;,:,;••~,',
Net Ba1ahce~'ror,distrip~ti~on::;
''>:;''!'54'.·!
Dist>ursemen;ts,.
Rec.~fp,t:s ,Page 5,
;,,,)~,,
Disbursements,gag~.~;~:r,2,-3 "ari9:'~",
'Receipts.,Pagel"
;1(,_"I,
~,i:R~ceipts,Pa:ge 5;.,"
"j"....__.t·;~:,
Disbursements,:paQe
84
9",90
17 00
35 00
10 00,T.
25'90
"
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.,~'_if.etc.,
$:3,:6?2 .24
,.3,'141.75
$160.90
84.75
',j ,'"$"907 ~53
•'622~.s0
1 ump~S\llll Cedea th benefi _~...-2..;.5..;.5....,:f-i0_0~1,I
CO~0,I}'S~9C~~rGni~~+i6kc Co:r;p'.
'."~'~:<;'~'"
'Net .Sa1e>;pro<?~ec;ls,
Apprai se.dValue~.;,..
120shares
~:~f*~:/e~r~~l~~~~~o'~"~~itt'sbUrgh~
f;"}-.";}t;
~.".,;,!...",;;',r~_~~'~':";;':~".~:.'.~.
Net Sa.le Pr()c:eeas,Appr~i§ed Venue,
;;~~.,"<I ,_.
213 shcires common s'tgCk'dfPittsburgh:':wheel~ng Steel corpdrat\on:i"
NetS~~~proceeds,
App~?;i!sed.V~lue,
x (",
Gain onConversiori of Assets':
Aft:~i:'Acqui.n~(r'Mdnie~:
,.'f2'if·t,."Soci~ci:C Secu;r.ity Administ:ration ,'\::"~)+::~~/.;'-
10,shCir,escommon..stockJ.;Am~e'ii'~'an.~,;Expo;-:ttrndust ries,
.,.~.'\"''''<'''."..."'".",.:-'\','.",,':
Net Sale Proceeds,$57.74
"Apprai'sedVa1ue.,"57.50
,"';~:~;'
Per Invent()ry 4 and Apprais~ni~nt fi:i~d\,!
DISBuRSEMENTS..--......'''',','"
'Russe'll Marino,R~gi,ster of Wi)'ls,nine short
c.ertifficates,
,~ussel1,:~arino,Register ,of wiiis,filing Inven,tory,
;;1",
,James V.,Alfieri:Rea;lty ,apP:rai's'al 'fge,
.
Estate of Frank pater:ta,'.iiia.s dictus,deceased.
Rus;ell ,Marino ,:'Reg~'~ter of Willi~f~pro~bate fe'e,
Washington County ReprJs,legal adv~i'ti~fhg,.'.,.>~'~:,<-~:~'/~..-,
,,,The Valley I ndepeil<ient·,legal>~c:iV'er,e~,sing,~
;".",r'".:,',..(~~."~~;o'"
.,>..'-,_'.."',\::,"i\,..":_..':':'.,"..'--"t;>'.~.F.J,.;;,Buckley l:,irsurange }~gencY,t>ondp}:emium"
'~_.•.....•..•..~.,."p~,,,.•.'J.""",".-_~.."._._..',
-,BC3:1'a:hce~f.roin Schedule B,Ihcome-Pe.~',sonalty:".Recei pts ,
Ba.'lan:<;;e::'fiom'Sche.dule D,''Iricome-Rea~1:ty,Re.C;:~e.ipts,
..'.'-..
,.patsy A•.Carueo:'c·,.t=\.j\,.,fee for ,prei?,aration .)of,1971'~',.;feCieral'and 'state,lfncome tax retU:rns.~£<leceased,
#:,~:~~~t1:,~al cartied:~sfward to.,~~~~~~;~,
5 214'·
1,9~7.6
1,652 75
50
,.
1
32
80
.41
12
20
10
~,"227
155
SCHEDULE AOoNTINUED
2,183
'3 000
$
$
$1',760
..
-;...
.,
1~'~
i~iDlb~trs~mE:!nt of monies owedto:,',~.\~;:-.o;..
DISBURSEMENTS
son,
Vic -M6}ie.r Lincoln Mercury ;,l::>aia~2¢of past account,
¢<.'"~(;~~inder &Mollenauer,balan'ce"of ~ast account,,
-Taxes:
Dr.'}Richard A.padovap:,i.~:~~l~nc.e~~o£p'ast';-'accqun:t,"
Dr!~,Richard"p~rryma.ri~:,ba[a~~~'~Jf:~.past.~cco~~i~
..',.".J'f;:.~",,:•.,("','-;I.;
(0 ',","
Altman,balance of pastaccount,.
2.".t~'.,,·,,:····;,.•-.
Prefer.red.Debts:
ESTATE OF FRANK PATERRA,alias dictus,deceased.
FrariS~~r C.Slezak Funeral,'H~;tn~"complete funeral,
Cathol,::ic~.Ceme.teries·Associ'at"ion,opening.,grave and
canopy~,"',"
<.;.(,
Char1e;toi Fire Departmenl,.ariib~lariceservice,
r...,:"
),~,,1')",,:>.",•,,."-"_',.Elizabeth J.Mugrage;e~tate no~arial services,
Patricia Kolodyc~ak,Adininistx;atrix's commission,
,Victor E •Riva',',estate counsel fees,
:"'.:,>1","fi·1\~-,i.-,:::·<';.Internal'Revenue Service,.1971 :federal'income tax
,owed'by deceased,,
'!~._i-·',2;\;(;!k,a.Dep{.of Revenue,1971 state income tax owed by
"d~~cea~eci,
..4,';;·'·i.,.-:"ji":";'T'
"R:r~~'~'e11 Marino,Agent C()tTunonwealth of ;<p~nnsyl\B.nia,·
.paYml?nt'on account -of inheritance,for 0h~ich credit
ot·$800.00wasgiven;
Sub-total carr~$d forward to Page'3,
<.'.,...'brought forward:from·!'~9.e:A)i;,
!~,'J·r".;(''p'\'..•....""'.''..'.,-}~,..;:..;,~y!~/~;'AdID.inistrationExpenses:(cp.ntin\1~<iL:(tom Page 1)
l;r;.-'·,~:_'''!o",,~.:;~L'i'"''':~~,.~.'-~::-.'.'.\.',<,:~_,J.?~\'".:..,',''''',;Irt1:'errtciJA:{ev~bUe Service,perB:1:.:Y:f.()r,~ateri~SSin filing
-1971 income tax :r:e,turn ofdecederit .'(federal),
Ru~sell Marino,Clerk 'C?.•C •.,..filing f.l?8 of Account,
..
•
ESTATE OF FRANK PATERRA.alias dictus,deceased.SCHEDULE A CONTINUED
DISBURSEMENTS
(continued from Page 2
Sub-total brought forward from Page 2,~10,264 66
Expense s in connection with maimtenanceand
I"preservation of real property.assets of estate:
Malcodlm L.Morgan,County Treasurer;1972 county tax
on residence of deceased,$5694
Malcolm L.Morgan County Treasurer;1972 county tax
on rental property of deceased,74 64
·W.Ross Allen,Tax Collector:
1972 Charleroi Borough and School tax on residence
of deceased,251 3C
1972 Charleroi Borough and School tax on rental
property of deceased,303 7~
Columbia Gas of Pa.,Inc.,gas bills on rental property,
December,1971 to July,1972,112 OC
Authority of the Borough of Charleroi,water bill for
rental property,January to May,1972,217 4C
George Kubovcik,Nmrth Charleroi,Pa.,labor and parts
with respect to repair of sink and plaster in income
property,June 30,1972,16 OC
Marshall's Plumbing &Heating,purchase price of commode
and water heater for income property,150 3i
Bulya's Plumbing Deale~,furnace repairs and bath
repairs on November 8,1971 and December 3,1971 on
rental property,56 6~
12 OC 1 ,261 02I---"';;;;';~~
Quaker State Insurance Company,general liability polic}
on rental premises,premium,
Advancements:I~
~To Frank J.Paterra,John P.paterra and Tbomas M.
Paterra,beneficiaries under Will,1 lot of household
furni ture,
Frank J.Paterra,1 Chris Craft motor boat,
$
$
400
800
400
800
OC
OC
Loss on Conversion of Assets:
10 shares common stock International Energy Co.:
Nppraised Value,$1.25
Net Sale Proceeds,.91 $
$960.00
937.08
25 shares common stock Swift Industries,Ir:c.:
Appraised Value,$
Net Sale Proceeds,
20 shares Wheeling-Pittsburgh Steel Corp.
"5%preferred st'ock:
Appraised Value,
Net Sale Proceeds,
Sub-total carried forward to Page .~
93.75
85.30
22 9'31 71
fS12,757 3S;
-,'.ESTATE OF FRANK PATERRA,'alias dictus,deceased,
DISBURSEMENTS
continued from Page 3
Sub-total brought forward from page 3,
Loss on Conve,rsion:ofAsset:
SCHEDULE A CONTINUED
12,757 39
.:;;;.'.'..
Balance from Schedule D,'Income-Realty,Disbursements,
1970 Lincoln Continent,al motor vehicle:
Appraised "alue",
Net Sale Proceeds,
$4,362.50
3,8f2.90 549
...~.
,'':.r.>.'SCHE9ULE B~~,.•..>t .INCOME~PERSONALTY
RECEIPTS
Ip.terestpayable by Wh,~eling-:pi~tsburgh,corporation
on closing out of savings plan'of decedent,
,!?runswick Corporation,divideriddeclared on stocktOrl'12/31/1971 ,
li3al,ance transrerred to Schedule A,princ:ipal-personalty,
Receipts,
DISBURSEMENTS
;NONE"•
:,.-4 -
$19 1
8 19 9
19"9o0
",'-l..
,I
ESTATE OF FRANK PATERRA,alfas dictus ,deceased.,
{,'
SCHEDULEC
PRINCIPALZREALTY
RE'CEIPTS
Per Inventoryand,Appraisement filed,
(The foregoing,Inventory described two parcels of
~:~ealty,to wi t ,(~)bei:r19 the,re sidence of the de¢eden
~addressed as 307 Isapel'la AVel1.Ue,North Charleroi,"
and'improved with'i;[~,":st()rY',.'clwe1,li~g house and (2}
theotner being,incoine':'reai£~,jcqnsistingof aboutthre
rental llI1i teandi,a(fdre<¥ss~dcis'3i3 Isabella Avenue,Nor h
Char1e,roi,both'qf said properties were subject to a
b1anket"mortgage'dated October 28,1960,,and duly
recorded on October 31,1960,andof record in the
Recorder's Office:of 'Washington County,Pa.,in
Mortgage Book Vol.577,Page 385,and which,mortgage
was from the decedent'to Charleroi Federal Savings and
Loan~'Association,and at the time of the death of the
dece?ent on October 28,19,71,balance on principal deb
of'said,mortgage ~as in th~amount of $12,679.59).
26 500 00 ....
DISBURSEMENTS'
,None
........./'\
o 00
\..'
$
$1,631'
1 631
115 17
1 516 50
SCHEDULE"DINCO~-REALTY
REGETBJS
..'~_''_i ,
__ _ _ _,'/,'~~'~~F'~~;'~::.:~,
Total rental iincome from the rentaP'un1"ts(tJ of premises
at 313 Isabella Ave.,Nor,thCh~.r1eroi,Pa.,mentioned
'under Receipts of Schedu1e,<:,a~ove"",,'fol1owingthe date
of death of the de'cedent on "()ctbber 28;1971,and bein
for the ,months of November and Dece~ber,1971,and
January,February,March,April,May,June and,Ju1y,1<>'72,
,t '.•Balance transfer:red to.Schedule_A,Principa1-~ersona1t,
Receipts",'",'','':'
"",DISBURSEMENTS
James V.,Alfieri Realty Agency,;Cha~leroi,Pa.,total
',commission for the collection of 'the,foregoing rents,$
Charleroi Federal Savings and Lo?-nA~sociation,paymen s
on account of mortgage debt and inte'rest for ,the month
of November and pecember,1971,and'January through
July,1972 (.7 months),for a total,of 9 months,at
$168.50 month}y,?for total or,
~~.\~.::
Balance transferred to Schedule A,principa1-Persona1t
Disbursements,
- 5 -
-----------------~----------,
Praaf of Publication of 10ticI inTbe Valley Independent
Un.r Act No.587~Approved Ma,US,1929,P.L 1184,
alaMeItCI.d by Act No.51 of April 24,1931,P.L '7
State of Pennsylvania }
County of.Westmoreland II:
Personally appeared before me Williom H.Pore,General Manager of The Valley Independent,who being
duly swom,.~poses and Says that The Valley Independent is a daily newspaper of general circulatiOn in
Fayette,WashingtOn and Westmoreland counties,Pennsylvania,and elsewhere,published in the City
af Monessen,Westmoreland County,Pennsylvania,that it was established June 28,1902,since whim
date The Valley Independent has ,been regularly issued in said county,'and that a copy of the printed
,notice or publication is attached hereto exactly as the same was printed and published in the ~"ar
,editions and issues of The Valley Independent on the follOWing dates,De cember 1!1"19 1
December 21 and 28,1971
Affiant further deposes and says that he is General Manager of The Valley Independent,a daily
newspaper of general circulation,and as such is authorized to verify the foregoing statement under
oath,and Affiant is not interested in the subject matter of the,aforesaid notice or advertisement,and
that all allegations'in the foregoing statements as to time,place and character of publication are true.
COPY of NOTICE
CH"I1L';J f,•.Notary,Pub.lic,.
,Ml)llG3r~r""',.'~"ury PUblic,-"...",",J La Pa 'My commission expires flly C.'","~~-,-,,:'--=--b=
,"llnu:"l ,',;97.J A.'
STATEMENT OF ADVERTISING 'COSTS:
VictorE.Riva,Attorne{at Law
/'
,I:
524 Fa11owfie1d Avenue
Charleroi,Pa.15022
TO THE VALLEY INDEPENDENT,DR.
For publishing the notice or adverti~ntattached heAtto in The
Valleylndependp,nt on above stated dotes ";.$12.00
Notary ,'."'$.75
Tot~•............................•........$12.75'-
RECE'"'OR ADVERTISINGC05n
The Valley,Independent,Q daily newspaper of general Circulation,hereby acknowledges receipt of
the aforesaid advertj~ing and publication c.osts and certifies that the same have been duly paid.'
THE VALLEY INDEPENDENT
By.12/1301i4!:EAllJ
~1t t4~<1tnurt nf Q!nmmnu JUran nf lIun4iu9tnu Qtnuuty
®rp4uun'Qtnur~minininu
In the matter of the Audit of Account in
J
Frank Paterra,Estate of_...o..-(
alias dictus,deceased.
TO THE AUDITING JUDGE:
63-71-1219No.-_
my Patricia Ko1odychak,AdministratrixEnter~appearance for _
N.B.-Counsel sheall,by separate paper,present a concise statement of each
claim,w.ith supporting calculation of any interest claimed.Objections
to an account as filed,shall be concisely stated in a separate paper.
Council suggesting proper distribution shall file a separate concLse state-
mlmt in that regard.
~
...'"IRuc~EII"M,\r)INO,,)v ...L.._It),~'\i\
REGISTER,Of WILLS
WASHINGTON CO.,PA.\
Frank Paterra,alias dictus,
~
In re Audit of Account in EstaJte of
63-71-1219No.,_
deceased .•
.'
50'72 OCT 21 Pt'!3
r-..J.I "~[~.).,•g r,·.~C.l}~~.~""','p
.',,
AUDIT
:•I
'r~:ctipt fnr·;App~nrnur~
FOR
;:
Patricia Ko1odychak,
.·Admhistratrix
....
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Victor E.Riva,.Attorney
~2 ...
(Form Where decedent died Intestate)
1Iu tlIe (@rpqaus'(tlnurt nf lIasqiugtnu (tlnuuty j
ESTATE OF FRANK PATERRA,No.63-71-1219
alias dictus,In the audit of the first and final
Account of Patricia Ko1odychak,
Administratrix
Deceased
The petition of.p..~.~.~J..~J.~~9..!9..gy~.h.~K .
(Narne of Petitioner)
respectfully represents:_ .
(a)The decedent died ?.~.:=~.~.=.~~~..~~.~?:,intestate and
(Date)
,;,;'..;..l/'J....j"i\'I •••~•
'.
letters of administration on h.i..~estate were granted ~.9.g.mQg.~.7.J J.9..71
(Date).
as per record thereof appearing in Administration and Bond Book No ~~.
at page ?7..4..
State (I)whether de-Decedent was survived by his four children,namely,Patricgiacedentwasmarriedor
unmarried;(2)if mar-Ko1odychak.,Frank J.Paterra,John P.Paterra,and Thomas Mried,whether a husband •0:wife survived and Paterra,a minor;decedent left no surviving spouse,his wife
hIS or her name;(3)• .d d 1l.'•F b 6 1968 d f .1 V 1 t'whether or .not there hav1ng pre ecease.111m mn e ruary,.'an :'tWi~~5e.a 10n
was any marriage ~~.r."as maintained until decedent's death W1 th the/sons here1nment;(4)whetheVV"m'l"WC ,
not family relation was named,the daughter not forming a part of the household of
maintained until deced-h d d
ent's death;and (5)t e ece ent.
whether the decedent
left children or issue of
deceased children.
within h(b)At the time of death,the decedent's domicile was ~j§,lS~t e Com-
monwealth of Pennsylvania,to-wit,at ~g.!..~?..~?..~!..~.~E?..~.?..~.~..:~~.~
(Town or Township,State and Nation)
and residence was at.~?E~~~~~E.~~E?.t?~~..:y.?~_ .
(Town or Township.State and Nation)
(c)The names of all persons having any interest as heirs or next of kin
with the names of their deceased parents,to show relationship if they take by
representation are as follows:
NAMES Relationship Interest
Of age,sui-
juris,or not,
(write yes or
no).
Name of Guardian,Trustee or Committee.jf
any,or beneficiary,man:r~er and place of
record of appointment and is bound suffi-
cient to cover and protect share.
""
Not Applicable
""
Frank J.paterra,being
duly appointed Guardian on
December 23,1971,at No.
1249 of 1971 a.c.,and
ordered bond of $10,000.00
duly filed December 23,
_1971.
Patricia Ko1odychak daughter 1/4tl Yes
Frank J.Paterra son ""John P.Paterra son ""Thomas M.Paterra,aminOl son ",No
..
'.-..
State exceptions,if any,
giving names and dates
of death and the names
of their executors or
administrators.or the
names of their issue as
the same may be mater-
ial.
All of said parties in interest are living,except
Not applicable
Describe type of notice.(d)All parties having any interest have had..writ.te.notice of the filing
of the account by first class mail dated August 18,1972 .
.'--
........~
!SEE ATTACHED
SHEET
SEE ATTACHED SHEET
(e)Balance for distribution per Account
(f)Additional debits,not shown by Account
(Itemize)
(g)Additional credits,not shown by Account
(Itemize)
$..
$ .
Co.',
\
J
Insert word "not"where
necessary.
.J.
(
If taxable state wheth-
er tax has been paid.
it too many for the
space,annex a list there-
of;if no such claims,
insert the word "none."If any creditor or other
claimant has not re-
ceived actual notice,that
fact must be stated.
Indicate such claims asmaybesecuredoren-
titled to a preference,and give detailed infor-
mation concerning such
security or preference.
Here insert a reference
to all questions requir-
ing adjudication,and a
statement of any mater-
ial facts not already
given.If none insert the
word "none.U
If any share has been
assigned or attached
that fact should also be
stated here.
$ .
$ .
(h)Claim for exemption has'been made,and has been paid.,(See)).Account
(i)The estate is.........:......,.subj ect to the payment of inheritance tax to t~e'0
(Advance payment of $760.00 made for'arl'
State of Pennsylvania.J $800.00 c redit ) •..
.(j)The estate is .r.~9_:t subject to the payment of the county 4 mills)
(Th@ securities in the Inventory are apparently exempt as notaX/notification or st~tement was receivea from the Personal~:r:)o'Qerty Ta~Div~s~on).h fFd l'h 'tKTheestateIs:sub]ect to t e payment 0 e era m en ance
The Federal Tax determined to be due and owing in the amount
tax!of $~f'~~~dw~s Rai4,and copy of Federal Estate Tax Return(1)s A'il cftfct:tors -(~~d ~~He"r persons who have complied with Rule II,
Sec.9),of whose claims the accountant ~.~.~notice or knowledge,have
........................received actual notice of this audit;the amounts of their claims and
whether or not they are admitted to be correct are as follows:
Not ~pplicable'because there are no
cred~tors.
(m)NONE
(n)The balance for distribution consists of property in kind,form and
character,as follows:
'".,
.~~
State kind,form and
character of property
comrosing the balance
for distribution,and if
any part thereof is not
cash,whether or not
there has been any elec-
tion to take such part
in kind.
Two parcels o£real estate described in Inventory
and Appraisement £iled at the appraised value o£,
xxxsxxsxxmXs~eX%XRBSKSXRSKSHRmX~XXHXHXXKX2~
Cash,
$26,500.00
~u~~~~~x
!J.t1£'3 •51..
J
Are there any advance-
ments by decedent to be
considered on distribu-
tion and has any distri-
bution on account been
made by accountant to
any distributtee?
If prior accounts have
heen iiled,list number
and term.
(p)1 Chris Craft motor boan to Frank J.Paterra,son of
decedent and beneficiary under Will of decedent,at $800.00.
Patricia Kolodychak,·Frank J.Paterra,John P.Paterra and
Thomas M.Paterra,children of decedent and benefici-
aries under Will of decedent,1 lot of household furni ture,$400.CD
(q)Give brief location of any real estate sold.
NONE SOLD
(r)NONE FILED
Wherefore your petitioner asks that distribution of principal and income
be awarded to'the persons thereunto entitled and suggests that the balance of
principal and income should be awarded respectively as follows (shares being
stated in proportions but not in amounts):-
SEE ATTACHED SHEET
County of Washington,ss.
The above named petitioner being duly
sworn doth depose and say that the
facts set forth in the foregoing petition are true
to the best of X1 ~.'::E knowledge and belief.
J:::L ~~j;:~~1~~?~~
~9--
DmBrnI'lJl.JD1'l NStm;Notary'~bUc:
•.----.--.•.....-.................•.···········~lMfll€Rel;·-WA-5HiNf}l(}~·OO:;·f'>\:····················..••.
~mmissionexpires April 30,1973
And your petitioner will,etc.,
L~~....~
(Signature of Petitioner)
Patricia Kolo ~chak
FRANK PATERRA,ALIAS DICTUS,
Estate of
""."'~f~•~
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I
FORM IN CASES OF INTESTACY
63-71-1219·
N·o ,~~xx..~~X.
IN THE
ORPHANS'COURT
WASHINGTON COUNTY,PA.
Deceased.
Sur account of ...p.~~.;'.~<?:!:-.~....~2.~5?.~·y<?..~.~.~.L
Administratrix
PETITION SUR AUDIT
In Conformity with.Court Rule III,
Sec.5 (B)
COUNSEL FOR THE ACCOUNTANT WILL
SUBMIT HEREWITH
1.The letters of administration.
2.A copy of the inventory and appraisement.
3.Proof of advertisement of the grant of letters.
if not filed with accountant.
4.An appearance for those represented.
5.Inheritance tax receipts,if any.
6.Certificate of liens in case any of the funds for
distribution are derived from the sale of real estate.
7.Copy of Federal Estate tax return,if estate is
subject thereto.
8.Signed elections to take in kind,if any.
Vi eto r E.Riva
I
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Fj L f::~l)§
.I .•'Zt'ocr 27 PH 3
RU ~c.r.LL.I.!'~nt"'nuvt...,l~f M...IV ..
JREGiSlEf{OF WILLS
WASHINGTON CO.,P,t
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Attorney
....9
for Accountant.
IN THE COURT OF COMMON PLEAS OF WASHINGTON COUNTY,PENNSYLVANIA
ORPHANS'COURT DIVISION
FORMAL NOTICE OF AUDIT
AND
FILING OF ACCOUNT
TO:Patricia Kolodychak
Frank J.Paterra
John P.Paterra
Thomas M.Paterra
RE:ESTATE OF FRANK PATERRA,
alias dictus,deceased.
File No.63-71-1219
Charleroi,Pa.
August 18,1972
.,
You are hereby notified that the undersigned fiduciary has
filed on July 24,1972,with the Register of Wills of Washington
County,Pennsylvania,her First and Final Account in the administration
of the above Estate,and that the same will be presented for nisi
confirmation on August 28,1972,and for audit commencing the week
beginning Monday,September 11,1972,if no exceptions are filed
thereto within the period ,provided by law.Audit will be held
beginning Monday,September 11,1972,and continue,if need be,
until the whole has been disposed of.
Please take notice that if you have a claim against such
Estate,either as a creditor,heir,devisee,or in any capacity
whatever,which has not been paid or satisfied or acknowledged,you
must now take such steps as you may consider proper to adequately
protect your claim.
r
Victor E.Riva
Attorney at Law
Charleroi,Pa.
Counsel for Administratrix
Patricia Kolodychak,
Administratrix of the
Estate of Frank Paterra,
alias dictus,deceased.
,...
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~u :tl1t C!Lnurt nf C!Lnmnutu /'ltu.a nfllu.a4iuginu C!Lnuuty,
Jtuu.aylttuufu,"(@rp4uus'Cttnurt iitti.ainu
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Frank F.Paterra,a/k/a
ESTATE OF
Frank Pater'ra,a/k/a
F .F.Paterra,Deceased.
N 63 -71-1219o._~~.!...=---='::~'--_
In the matteroftheFirst and Final
Account of Patricia Kolodychak,
Administratrix
JXIE»UDICATION AND DECREE
f '."/
And now October ,27 ,19~,this matter came on for hearing,
audit and distribution'at this session'and testimony taken;and thereupon,upon due consideration.
th~reof 9f the balance for dis'tribution in the hands of the Accountant is determined to be
$;:51,113 .b1 .,'"and the 'account is accordingly confirmed;and it is ordered,
adjuClged and decreed thatthe"said ,balance 'be"paid out by the Accountant in accordance with the:
schedule'of disribution:.hereto~.attached:and 'made part hereof,unless exceptions hereto be filed,
sec.reg."or an appea',betaken herefror'n"sec.,leg~
or"
""Balc!r;c~per'8ccou~t..:.~',-,-,'____''_i:-"~--:-,._':...,'__~...:...,':_'_,l<----.:-'-_
Additional debit asked at audit
Additional credit asked at audit
Balance,'_
Deduct Clerk's Costs &Receipts,-',_
Attorney V~ic::..:t~o_=:.r__=E~._=R..::.;i~v..:::a~'____"_
Redebit -Accountant's compensation claimed but now
remitted,
Russell Marino ,Clerk O.C.,costs in certifying real
estate to Recorder,
Olga O.Woodward,Recorder,costs recording
certification of real estate,
Russell Marino,Agent,transfer inheritance tax,$595.76
Interest from 7-28-72 to 11-6-72 9.84
Redebit -Advance on distribution,credit taken in
account -Household furniture and motor boat,
Patricia Kolodychak,daughter,1/4 balance,including
cash,an undivided 1/4 interest in real estate as herein-
belowdescribed;1/4 ofhousehold goods and furnishings;
held in kind and distributed ass,uch at the appraised
value,per election filed,credit to betaken by the
accountant for items adyanced,.
19.60
500.13
46.50
2183.49
6.00
7.85
605.60
1200.00
8457.77
$3J ,594.04
$31,613.64
$31,113.51
$33,244.50/'-/~/Z~Jk
$33,2~6.65 7r72»~~1~63LO~7;-?~r
,(f)
$33,831.05
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.ALL thatcertain lot 'Of ground situate in the B rough of
':..-"• "I,t/..;,....~.f.',fIlIf"~"'to ',;:••
·Frank F.Paterra,a/k/a Frank Paterra.,,~7~Y?-'f·.F.Pa erra,.
.'.'.;:,,'ii-.I
ihtestacy,to Patricia .Ko19dychak,grant~e.9Y i[lte~tacy of ani undi,vi,ecll/4
interest;to FrankJ .•paterra;g;;intie"~V'iniestac~~(~ri;~dividEi<i,1/4 i~teres~;.
to JOh~P.Paterra,.wante{,bVi~i~:\afj)of,a~,Undi1i\d~~'1 ,4,'irit.er!i~t;.t6 Thom~s
..1,;,~J"'i'~t ,.'..~.'~:.:t·.'.;Cf••,.;••~~~:'\'.1:'·.'..M.Paterra,grantee 9Y intesfac:f ofan Lindivided 1/4 inte est;each lundivi.ded'
·::t:::St~b:~::ei::::::la!S :::e~::::~~~~:::o ~:::s~~t ~f t ~~feas ~d wantor ...·
"',"":'''Y''!t.,~."".::(',"w,..:.g,'1.'.'
"~t:;.,
John,P.,Paterra,son,1/4 b..a·Uince;including cash,an
undivided 114interestjnrealestateas'he-reinbelow
described;1/4 i~t~test\n~,#q,Us~hold'g()ods'and·•
furmishings ;~~~heJdiqking,a\1:c{distributed as such a,t theap~r~ise.d va.fUE;~;'\'P~:r4~lttct'i9:pfiled:1c,r.~diVitobetaken bythea:ccountantf6r:"rtems~~advancedprior"tdidfstribution,,."'!.,"rrf',-':"',,,,"., .'I--''"',0 _'."".;')~f ;,-:~;/~I,".by th'eGburt~;',....:';\0 I ~,:~;i .
'.f 1i ';...,..'.;'~:.''.''1i.~;E..;~.,........Thb~aS~M .Paterra,:,~son,i'!4:.b?-J~hce\~in:9luding~ash,.1"
an,iundivldedl/4-;Jpterestinr:eal.~~{fate~as(hereinbelow .'des,ci-ibed;····.1/41neef'~stinhouseho.1d<;foods.and,furnish,ing$;
.1ie ldhti,kind.and;distrib'ut~dassucl1f8Jthe~appr'aisedvalue .pe~~lectionfiled,cre,dit.to.:,b§1t~k~p ~~4th~C3:~c.ountant
.for,Hems advanced prior.to;distrib~t:i()ti,bY-iJhe.Court,..',8457'.76
:';'.~(:-'1j~4"'~~~',
'il ..,',,11:1 ij .
REAL ESTATE TO BE.'C;ERmmIEUfTG'"THE RECORDER
.'.j,ff'.,'"(·,,·;··;"'d......~.,'....g'".,.".'
'BYTHKGLERK·'OFTHE·ORPHANSI·COURT BN"~,--.:'.;::-:':''~.-''-.'\",',
r-y:
,'~1'.
..r,·
Frank J.Paterr,a,son,114:balance,including cash,anundividedl/,ifnierest,()n,.r~afestateash~reinbe16w,'"
described;,1/4 of ho~sehol~:g()()ds,~ndfurnishings;',a,.
:ChrisCraftMotor B6'afValued,aY$800.00;held 'in .kind
and distfibutedas such.atth:eappraised value,per eie'ctibn"
.'.'filed,credit to'be taken;:by.:theaccountcmffor items .
advan~edi,,~"...,,.
..PARCEL I:
14,
ue.corner of
·i·..
.BEGIN!'JING:at..a Po"fDt'O,ntheEastern side of',''.''",,."..~,...~..;;.-,
Lots Nos.
·,,,''~4~,J."','.-,.,.~l!'••"--"",,.,.,'.,"".:o',:,,'..,......,...".;',•.'.',''',~,I,~,"""';.•-,..-~,,'.\..__';,'
Charleroi,Washington.CO\-1ri£y,~;pe~~~J?y.ap'i?-:tkvown as "L..t No.t 5"nthe'Jphn
~i "\.~'..,;>,~
Conrad Plq,n of Lots,an'ct'b~6Trn'ded''''an'd'aesC'i'iJSed'<as.fOllow;''x,
,:,.::',~"
14 and 15,of s~idP1C1n;7,'~l1ehcealong Dewey A enueNort50 West .
..... .'i,,:;',".
Sixty (60)f,eettocorner"Of LoL~o~.::i6,'in said Plan;then e 'by sai~'lOt.North 85Q'
,Y".'',1 ,.'..',',,'
.:East Orie'~updr,eqFiftY(150)fe:efto:s~~PSOnAl1ey;..·
.'",.',>.:~,,'t ".",'-•
,So,utherly dffectionSouth 50EastS~t;"(60rfeettoa point
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,'''ALL,that certairrpa~,cenqfcjt9uP~,~,itua~~~inth
:',,~<:':','"""c~;~~r,c,..;',,',',,,',,',,~,~;,,,,,,,'!.~·;,C;~
'·Ch.arlerq,i,,;yvashington'<28~~lY~".~;~'~,n~y~yania;;~\E;:fNG"a,po
.'."_.i''.,.•".,,..:....':..1-#'""',).\~~":Jl,,-,v'",.1t,~~:,~...":1\~h"~.~",..~.~
and;;{all of LotNo.r4'~rnthefJr0hn Conrad Plan of b0ts and
,,~,J':1':~:".:;i,:::"','\~,:,,':':'~':··':"~;;~C'~_'~i:':.~,,,':.!~...",~:",~,,~,~......,'"A"'i,',~,,",':'~",":',",
"bounded anq;-,des~:riO~ilt.a~;fQllow~:.BE,cq~NIl\JG},at~arpointril\L0,t"No ~''13,thirty,
.y ~,:,',\:.,:'"'".~~~~'.~::".J ~:-"""'yJ:.~~.~~LJ,~:r~~"t~,~t?~·~~.~"r~tv~''''~:'~~",~;;'~"-,
,""five feet distanfftom,·.th€'·co-r:ner'\C)fI~6t'No ~'12,arid On ll1e E~st ~lde of Dewey":,.,;:.,.'':~'~".,:>,i:;:;:"~::<::";::i.;;'\,.:;,,,,,.,..~!;:".,::':",
:';::,',,~~.~~~:.,t,hen al0ng ~he,E.~~;'i~.'id~o'f'pey/ey Ayenue:;Nortli 5 d~,~ees,',~~t,.th~
,'"di~t~~he of Eight/i;ve (85tl~et.~o the line of Lot'No'.15;th~~9Y L~i£ro.15ti!~;',ii ..•.
di~:tiince of Ob~~un?,~~,0/~~t~t(J;5Q).feetto Ss:mpson AlIe;';thence 'a ong'SaITlps6,ti;:::~,,,.
.>:Ahey'south"~('{iegre'~s'~Easi-the 'distance ,Of EightY'Five~(85)feet/to a ()frit;'thegce::,,,:=;'~';:'~',::;;
;"...~•.:':<:$,,'.:',',".,,'.",,.',,,"."",,"~,'.~-<,:',:'""..'"",'::~~',;r,:
along a Ilnep'a~~ll'el;'Wi,th:£St.l'~·;:~South;85'deg:r~es WesCO eHundre
':,',,'C,,'".:;,:~::'l;~~J:t/<::'{'~:,:;~,.i';'""':..::':':'
feet to the ,place,9,Lbegi'tjnlng;,;,:,:,::':'C:'~:~:','",,;0 .,:
, ':,,,;.>C,,".:'~:~,)}~~;,~?~/!~,;:~,:.:~;:;~.'"i.·E:,",'
".BEING tne~C3"m~.~p'remises":which were'conveye
~>_',':',",<,:,~,<:,'~,>'~~'t:,:':<',~~'.>"",,'.~":.(~"l'.~,_~arfWVirginia:C.,Pate,r.r:(i,:;husban:d and:wlfe"by;;d~ed of Liz.''..'.'.""",,'!>il'''ii'r ..'".41
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rILl NO.63-11...1219
j
I
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF COUNTY COLLECTION.S
COUNTY OFRESIDENTDECEDENT
Form RCC-33
IMPORTANT:This,return must be\~ompleted 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 o'f death,unIes,s 'an extension is granted by the Secretary of Revenue.(Section 703 of
the Inheritance and Estate Tax Act of 1961.)
and say $.:
_f!~Jlffi~~~I~~.!L~~1~OF
Late of .....~r.,tb..".Cb...'~'~'I,t,..,....,'lt«:g~..I ..,....CountyfADMINISTRAT.......~ofl"~::=~__}ss:
County of , " , ,,~~,, .
.,~~,..q.t ~~.~y~~~...............................................,.........
Administratorix of the estate of the above-named decedent being duly sworn,depose"
Decedent dJed ~.~~.
(Month)
Name and address of attorney or}
other authorized representative to
whom all correspondence should be .
mailed.
a8(Day).•19(y!~;.{~x.u~~~M.~M}
V:$.ct~•.~J~.:1".IL P.Q...~..~.~.~......~~~~P.'~~~~~...J~~~~.....
That as such ......~~~~~1;~•.~'P.deponent is familiar with the affairs of said estate and the property con-
•(Ex""utor·Adminislrator)
gtituting 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 pf accessby 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
NoDe
That the contents of said safe deposit box or boxes are i teJrlzed under Schedules of this---return,with the exception of the following,for the reasons hereinafter set forth:
That Sc.hedule A attached heret<?and made part her~of sets .forth fullv.and in detail all the
real property in the Commonwealth of Pennsylvania of which'deced~nt diedhavlng an interes~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 o~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 ~J1e time of death;all moneys left by the decedent
at the time of death,whether in decedent's immediate possession,standing to decedent's credit in banks
of deposit,savings banks,trust companies,or other institutions,whether individually,or in trust for
any other person or persons giving also separately the accrued interest thereon,if any"down to th~last
interest day prior to decedent's death in the case of savings banks,'and to the date.o,~decedent's death..~in all other cases;all bonds,postal savings,treasury certificates or notes and other evidence o~in-
debtedness of the United States to the decedent;all obligations,whether by statJ!e 'or agreement.they
are de~ignated a~tax free,of the United States,or any state,or political SUbdivisi~n thereof,or o~
any foreign country,which are owned at the time of death;all wearing apparel,jewelry,silverware,pic-
Itures,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 ~air~y estimated
market value thereof;all bonds and mortgages 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 o~money
of which decedent died possessed,of whatsoever nature,with interest thereon,if any,giving the face
value and estimated fair market value thereof,and if such estimated fair market value be less than the
face value,it sets forth briefly the reasons for such depreciation as to each 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 o~dece-
dent's death and other investment securities owned by the decedent at the time o~death,with the market
value thereof at such time.
f \,o')".
,,.......
In the:e/!';e of securities of close or family corporations,the values reported.are as far as
possible substanti.ated by financial statem!=!nts of the corporations,.showing,th~'ass~t~'and liabilities
thereof as of the date of death.The schedule also sets forth the intere'st of decedent at the time of
death in any co-partnership or b~siness,and in support of the value of such interest there is annexed to
said schedUle,finar-cial statem~'3ts showing the assets and liabilities of said co-partnership or business.
A copy of the co-p~rtnership agreem~nt,(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
pertainin,g to tht:;businessas may b«;!pertinent to a fair and just appraisal of the decedent's interest
therein'm{is t,bes~bmi t ted~'It:'should 'al~o set f~rth in it~mi~~d form,tog~ther wi'th the "fair market v~lue
thereof,any other property owned or bequeathed'by the decedent at the time of death..,
,'•I I I _'
The Schedule C attached hereto and made part hereof sets forth a :true answer to each inquiry
contained therein'andin'the case of transfers ofproperty,real or personal,withintWQ years of decedent's
death,in contemplation of decedent's death,or intended to take effect in possession o'r ,~njoyment at or
after death,'said sCl1edule sets forth the nature and value of such property,to:,whom·transferred,the
relationship of the transf~rees to the decedent,the proportionate share received by each transferee and
all'other f.acts of a'pe'rtinent ~ati.lre regarding said transfers.IA t1hEi'ca:s1e Jf't·ra.~sTkrs intendedto
take effect in possession or enjoyment at·or after death,there is also attached to the schedu:le a cOllY
of the ,deed,trust .!ig,reement o,r other instI;um~nt,·creatin.g ,the trust•."Ther,~JS(lI~o",!>,e1i forth in said
sched,ule a list of ~ll p~~p~rty;real and personal,with 'its value,which pa'£ses 'at'\deced~ntis death by'
virtue of the exercise by decedent,either individually,or jointly with another,or any power of appoint-
ment vested in decedent,'e'ither'individually ,or Jointly,.by the Will,dee.d,·,or'other,tnstrutnent of another,
~.
with a copy of the instrument creating such power attached to the schedule.
That Schedule p attached hereto and made part hereof sets forth the names and addresses i:J'f aU ,
•l'-,.,r :"i_Ipersonsbeneficiallyinterestedinthisestateatthetimeofdecedent's death 'the nature of their res-,
pective interests,their relationship,if any,to the decedent,togethei with the ages at the'time of
decedent's death of all minors,annuitants and benefic~aries'for life under decedent's Will.It also
contains a statement showing which of the beneficiaries named in the decedent's Will,if:~ny,died prior
to decedent,the dates of their death,their issue,andthe relationship of such issue'to the beneficiary.
~Ij
(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 intangibl~,standing in the name
of the decedent and others,plus the date and place of record of instrUJlle,ntseffecting the vestiture of
real estate and the date of acquisition of personalty,plus the name,address anft 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 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 Register6f WillS,and that
the amount of tax assessed can be reassessed in accordance therewith.
"en,"E",;and "F"as directed therein,
.~~~-
UZABETiiITWNSDN,I"tory publlr·~'~:J-.~~~~...··.T...·....·........·......··..i:..·.....·.._..·..·....·..
CHARLEROI,WASHINGTON CO••PA.m,oeadtlgtOll.SncUaaa '-'7J1l11
My Commission expires April 30,1973 ·;·/city ~·..T:~;;,~;l..·s~~i ·· ·..· ·\.
That the totals of the appropriate columns in Schedules "A",~B",
have been carried forward and properly registered in the Summary.
Subscribed and sworn to before me this 6....'0:...
...................................................daYOf~.
~~·······9L .
NOTE:Before ~igning affidavit make sure all blank spaces i~the ,affid~vit and schedules annexed are
filled in with details or the word "None",and in case the assets incl~de rare and unlisted securities,
securi ties of close or family corporations or ~n il).teres~in any co-partnership or business,that the
data and statements required under the paragraph'al:io've relating t~Schedule "B"are attached.Also make
certain that column #1 in the "Summary"has been properly completed as above-directed.
RCC-34 (1-64)•
;<IICOMMoNWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF COUNTY COLLECTIONS
TRANSFER INHERITANCE TAX
RESIDENT DECEDENT
SCHEDULE "A"
REAL PROPERTY
Real property in,Pennsylvania,with statement of mortgage encumbrances upon each parcel at death of dece-
dent.Where property held as joint tenant or tenancy by entireties,report on Schedule liE".Property held by
the decedent as tenant in common with another or others,should be identified as to quantum of interest and
the estimated value should be that of the decedent's interest only.
The real property located In the Commonwealth of Pennsylvania should be
described by lot and block number,street and ~treet number,together wi th
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;alsostate,m'ent:of mortgage encumbrances upon each pa'rcel at death
of decedent.Taxes;assessments,accrued Interest on mortgages,etc.,ar,e
to be listed on Schedule "i="and must not be deducted from this schedule.
All that ee..ta1alot 01 p'(lU~4 situate m the
a.oup ~'.Notth.,"le&-oi.,,-ald_.CQUl\W.pe"$~lvUl1..~kllc:M'l I..,LctNo.1S In tbe Job
C*••fl'",d Lot.,btiftl 844ltta.'••i011.l1Jena,AV."••~)J O1ar1«,01,Pl."to tad ePI'OVtt
with "'0-,-0l1',........11_kOUM.
(1 )
ASSESSED VALUE
FOR YEAR OF
DECEDENT'S
DEATH
$3,310.00
(2)
ESTIMATED
MARKET VALUE
'16,000..00
(3)
DEPARTMENT
VALUATION
CAUTION
(Do not write
In this space)
"tp
I /PI ()0 o.0 a if'
Insert this total opposite "rea l property",Schedule "A"in the X X X X X
liAs Reported"column on the last page of this return.
L-_
lO,SOO.t10
$26,SOO ..00
,•RCC-35
J ~OMMONWEALTH OF PENNSYLVANIA
TRANSFER INHERITANCE TAX
RESIDENT DECEDENT
SCHEDULE "n"
PERSONAL PROPERTY
INSTRUCTIONS:This Schedule must disclose all tangible and intangible personal property owned individually
by the decedent,at the time of his death.Property owned by the decedent jointly with another or others
must be listed under Schedule "E".Inta;gible personal property,titled in the name of the decedent,but
payable at death to another or others,including but not limited to P.O.D.U.S.Savings Bonds and tenta-
tive trust accoUnts,must be listed,despite the fact that they are not of the administered estate.
Tangible personal property should be listed first (e.g.jewelry,wearing apparel,household
goods,and furnishings,books,paintings,automobiles,boats,etc.)
Intangible personal property,such as bonds,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 any undistributed
estate or 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
UNIT ESTIMATED DEPARTMENT VALUATION
VALUE MARKET VALUE (Do not write in
this space)
t.
C).02 7
1,11
6£/),5"~
I ?7(),/~...
/
.~0
2.27
.80
60.50
1.090.12
e Oe&.1.
5.
1.C.ah•.,.Uta ba1....tn "y~AcCotint No..
10120 ,at:·"tool'.ath,',t of "'deht.
i at aul.~O::l fe4.1I1'_1..au Leto ••oedl.
tllOl1.'QlullNi.Pt.."
2.h!~"",..ene,v'"'''lcI''Lit.1ft-8~.nee to..po1.1c:Y1awe4·tm-oual\*el1 ...
"1tt~Steel C~•.•f_••iell .
8tv.DOd by 4Ift.nt 1n lifttUle~
I.MotOl't.ts.tul1.Iiaa.......Co••Nt..of ..
ea~d.,,..._to llat!em of «ut~
b11e 11.lbUtty polSey,
"~.~••beta,W......Qeckins Aeooum:»0.'1.
Cd71......at tie leDtleyv.111e.1'«.Off!ce of tI~
ttUoa Rtt1-.l _Ilk of Pl.ttaovP.£»..of 4__t •
...l.iq.PJtttbUliP'!teel C:~p••t1nal net
8111.,cMok.
Redeflpctoo ql_of Retl...l\1;Say!••Plan .~to
tIllee1ua·'.ltll1nalP 8tH1 C.,...
8wi:acwiok CotV...kl1mg 4tv!de.4eclatet.1 _
stock c:JIIDt4 by ...deht'i
8..~ia1L.tt.INJunflC&eo..death pror:eec.1s
payaW..to _ate•
.9.Id....to'deeedeM in .,1.,len of
Whft11a1.,tt~.~,C,"'t.llJ~,,'.HAll,,etaport"1.,...rHen1 Cred1t -.sCR.
10·.lat.....t"deft4ent In 'tv1na8 plen f!f Ame1:'.t<an
J:aveMt..,...I.e••
11.tIJee1f....;Pltt blteel Curp ••thrift P1.ft.
.took foiI4."10_nn of 4eeM••'J....
12.fotlll'vu...of 8eeurtt!••-.4 by 4ICtdG~t.
(lee at......t for <leta.le)
13..1970 LtllOO1b CoJIt:lhUtal.1lavltlll fflnufaQtu1'ef;'l $
!to.0Y81A2&832eM 'itle Mo.A21882Q89.'av1_f.t"....v.tueof$
1...a...8 C1'dt M_.I>oIt'i be!•.1Cettt1.f1e4 as
CbPJlIOre Mot_bOlt tbe·3.having ltea1$tNt1cf3
Ht I Fe.:.!A-jOS!'~"\,,,_.._.._.-',Insert this total opposite "Personal Property",Schedule "B"in X X
the "As Reported"column on the last page of'this return.
950.01
15.1.
'.107.91
8S9.1S
tl.362.SG
,I /0 7,CJI ./'T/
,V'S-Y.7J"
fa <:I,C)0
L/drJ.,,-o
/1 /4 9-Y<f(
O./(if;;t
j."-'COMMONWEALTH OF PENNSYLVANIA
TRANSFER INHERITANCE TAX
RESIDENT DECEDENT
SCHEDULE "c"
TRA..NSFEHS
(1)Did decedent,within two years of death,make any transfer of any material part of his estate,without
receiving a valuable and adequate consideration therefor?(Answer yes or no)~'.
(2)Did decedent,within two years of death,transfer property from himself to himself and another or
others (iI19l:uding ~srou~e,)+n ,joint ownership,?,(Answ~rye~91'nq)"SO
(3)If the answer to (1)or (2)above is in the affirmative state:'' ,
(a)Age Of:p.ecedent at tillle of transfer ,Not ~t.l.
(b)State of decedent's health at time or 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 possess:!on or enjoyment at or after his death?
(Answer yes or no)10 ',
(a)Was there any possibility that the property transferred might return to..,t:ransferer or his
estate,or be subject 1:,q,his power 9~disposiPQJ;I?''(Answe'r...Y,"eSi ,o~no),"',R","",.',"',,',
(b)'What was the transferee's age at time of decedent's death?Not APolloibl.',
(5)Did decedent in his lifetime make any transfer without receiving a vlj.luable 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 o~enjoyment 'of or tl1eright to income from thl~property transferred?
(Ans)\'er yes or no)',8ft ''....'
(b)~heright to'<;tesignate,the pe~sor;s ,who I shaU possess or enjoy the property transferred or
,1ncome therefrom?".,(Answe,r,yes .or:no).."J::\lC:,..I ,'..
(6)If the'a~swer to'(5),(b),abo,ve,is in ,the affirmativ~j state whether the right was 'reserved in decedent
alone or others 'NOt APplleah..te '''' ""..,',',.....'
(7)Did ~ecedent .in his lifeti~e,~ake a transfer;"~he co,nside~a~~on.~or WhiC~wasJiOansferee's promise to
pay'lncdme to or for the benefit of care ,o,f transferor?(Answer yes or no)__,.._'_
(8)Did decedeht,at any tiIIJ~'trimsfer property,theb~rieficial'enJoyment of which was subJect to change,
bec.ause.of a reserved po~er to al ter,'amend~or revoke~or whj.ch could revert,t~~ecedent under terms
of transfer or by operatlonoflaw?(Answer yes or iTlo),I;110","'!, ; .
(9)If the answer t~,(S)above,is in'the a!:firmative,,w,a,s the power to alter,amend,or revoke ,the inter-
est'of ,the benefiCiar~_reserv,edin !he decedent alone'or the decedent and others?.
(Answer yes or no),1m:Not ~y;)~.caJ)le·,...,..
NOTE 1:The ·answers to .these questions should be supporterlby .affidavit by the attending physician as
well,as a copy of the death c'el"tif1cate.'I
,NOTE 2:If answer to any of the above questions is yes,set forth below a description of the property
tral)sfe,rred,..it's fair market 'value at date o.f del\.th~i:llites of transfers and to whom transferred,.with
relationship 'of transt'erees'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 cl~im ~s based.
NOTE 3:List'applicable property below in manner in which prOVided in Schedules f\,B,·or E.
ITEM DESCRIPTION MARKET VALUE
..(Estimated)DEPT.VALUATION·
(Dept.Only)
Insert this total opposite "Transfers",Schedule "C"in the
"As Reported"column on the last page of this return.
RCG-38..
COMMONWEALTH OF PENNSYLVANIA
TRANSFER INHERITANCE TAX.
RESIDENT DECEDENT,
SCHEDULE "E"
JOINTLY OWNED PROPERTY
".
INSTRrCTIOSS:This 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 first,as entireties,.or joint tenants,giving brief description,as indicated under 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 Iunit Percentage Estate DEPARTMENT VALUATION
Address and Relationship of Co-Owners,and PIace Value Share Valuation CAUTION-Do not Write
of Record of Instrument,where Real Estate.I,'
';..'in'This Space.
Value of Value of
Entire Decedent's
Property Interest
lIt»m WN!
\
,
I I
I I
I
I II!!
I I
I I
i
I
IIII
Insert this total opposite "Jointly Owned Property",Schedule "E"lONE
in the "As Reported"column on the last page of this return.
".t l'....,...
·R'CC·-37 (12-63)
COMMON'\'E~LTH OF PENNSYYLANIA
TRANSFER INHERITANCE TAX
RESIDENT DECEDENT
SCHEDULE "D"
BENEFICIARIES
BENEFICIARIES AND ADDRESSES
(State full names and addresses of all who
have an interest,vested.contingent or other
wise,in estate)
hank J..Patel:"M
North Charlet-c!..Pa.15022
RELATIONSHIP
(If step-children or
illegitimate children
are involved,set
forth this fact.)
SURVIVED
DECEDENT
STATE YES
OR NO
DATE
OF
BIRTH
..
INTEREST OF
BENEFICIARY
IN ESTATE
....
Deponent further says that all the above-named beneficiaries are liVing at this time except below:
NAME DATE OF DEATH RESIDENCE
lot Applicable
OF THE
ESTATE OF
~IATTER OF THE APPRAISEMENT
Will
Administration !No.
Dl THE
Year .
(Executor-Administrator
must complete "As
Reported"column #1.)
0 ...,"'tl ~........(I)(I)0 II:>....e.en ::s enenen0...,......::s "'tl(I)e.........II:>en 0><"'tl '"II:>(I)
C'"........
~0 ~'"trl (I)....en ........'<II:>....(I)
Deceased
Late of .
County of
Commonwealth of Pennsylvania
REPORT AND APPRAISAL
./"iJd "08 NOJ~);·\\HS'11("
Sl-\\f!\:\0 ~.rj.LS\~]tl
oH\':1'1'\-'1'-\-:::.::;sn'ti
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W en .-en 0-<
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?"?"?"
C'5 ~~~..................
-GI9 -GI9 -60 -GI9 -GI9 -GI9
...-...>..:en
~...-...
(I)...'g-........(I)c........
1c;\ \\I.~!;,,\\\d~I'l III·~-.
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1 1CL6
.,
1 ~\~~..'
-GI9-G19-60-GI9,*-G19
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RCC-49 (8-7 tl
COMMONWEAL TH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF COUNTY COLLECTIONS
INHERITANCE TAX DIVISION
HARRISBURG,17127
Estate of:-.ERa'"K fbTe Rll A
Date of Death '0 ..~I·11
County WaSh,,,,,roh
Bureau File No.{,3 -,L 11,1
PENNSYLVANIA ESTATE TAX
DETERMINATION i~7
WQ.s~f'"To""t!OtA."&-1'l
bJ .7/'lJ".11
Date Ru,J 19.....!.7..:...-'__
1.Taxable estate per U.S.Estate Tax Return,Form #706 r,(~d 7·'J..1.j.-72..
2.Taxable estate pe.r final change in Federal Return dated
3.Amount of credit for State death taxes.
As shown on return form or final change notice ($__--!'1'I~o.=..!n_=(.~
As verified by co'mputation
$--.J ..tit.'1 J
$-------
4.Penna.Inheritance Tax dueand/or paid~,,('~r
"-
5.Normal Inheritance taxes paid to other States
6.Total Inheritance tax credits (4 +5)
7.Total liability for Penna.Estate Tax (3 -6)
$__7LS6t..!!ou..'~O'D!
Al'Ne.
8.Less:Previous payments on a/c of Penna.Estate Tax
Date of payment Amount of Tax paid
$,------
Amount of Interest paid
$,--------'-
9.Balance of Penna.Estate Tax due (7 -8)
10.Interest due from to @6%per annum
11.Balance of Penna.Estate Tax and interest due as of _$====?J:::::4:=1-1::::::::.:C2..===
Prepared by ~<:(~J 11An-:....-~J)~,J~r....:....)~S-=U:....:...p--=-u--=-El.....::......L.--_(NA~(TITLE)
Reviewed and approved by --,----_
(NAME)(TITLE)(DATE)
St(.b-TtcT 'ro Re.1)er~A.tw\t""~T'O'"<.tP,,,",ReceiPT
of FeJell-at.P'''''IiL.leTTep..
.,.
.-t
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I L ....
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----------------------------.
.,
RCC-Bl (6-70
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF COUNTY COLLECTIONS
HARRISBURG
17127
NOTICE OF FILING OF APPRAISEMENT
PATRICIA KOI.ODYCHAK
(Executor or Administrator)
IN YOUR REPLY PLEASE
REFER TO
Inheritance Tax Division
j
In Re:Estate of __FRA--,-,-'...:...cN_K_P_A-,-T_ER_RA__A/,---k~/_a _
WASH ING'I'ON County -File No.__6....:::.3_-...:...c71_-_1_21_9:..--_
Dear ~iRS_KOLODYCHAK:
You are hereby noti fi ed that the --=O::.:R=I:::G=I:.::NAL=_-.---.--_
appraisement in the estat·e of FRANK PA'l'ERRA a/k/a
has been filed in the office of the RegJster of Wills of 1\!ASHINGTON
County on MAY 5,,19~,Said appraisement reflects the following
valuations:
Rea I Estate -.:.'4~J~5....:.00~.OO~-__
Persona I P roperty --"l.,8::<..;J'-'O""2"-'9~-.L.5..L9 _
T ransfers _
J 0 inti y Owned --,-..----,........,..-,;......--_
Total 4_4.::.-,5_2_9_-_59 _
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 __~MA.aY"'-.!4:I:J,~1,.L9..1...!72"'------Signed __~F...:.:RA~'~NC~E~S~LEG)~_
Title ~CH~m==I~F'______=_'A'_"__P=..:PRA=I"_"S=E:::R'___
DATE OF DEATH:OCTOBER 28,1971
Note:This is not a bill.
RCC-39)5-68)
COMMONWEALTH OF PENNSYLVANIA
TRANSFER INHERITANCE TAX
RESIDENT DECEDENT
SUMMARY
Estate of PA'l'ERRA,FRANK a/Kia
(Last Name)(First Name)(Initial)
DATE OF DEATH 10-28-71 FILE NO.63-71-1219
REPORT OF INHERITANCE TAX APPRAISER
\iASHINGTONI,the undersigned duly appointed Inheritance Tax Appraiser in and for the County of ----:-_
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".
FRANCES LEO,CHIEF APPRAISER ;u.(~tl.-J
INHERITANCE TAX APPRAISER '
MAY 4,1972Dated:------=------'--'---------
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
?f..J::()()nn
18.029 59
44,529 59
44,529 59
$':;0."'I'll I nll
18,029,59
44,529 59
none
44,529 59
VALUE AS REPORTED VALUE AS APPRAISED
$
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
FOR USE OF REGISTER ONLY
Tax on $-+-__2%
Taxon $@
Tax on $5%
TU~$lK
Tax on $15%
Exemptions *
Total Estate -1-__
TOTAL TAX
COMPUTATION OF TAX
$--------+--
$--------+---
$--------+---
$--------+--
$--------+--
$---1.__
(*)As evidenced by Charitable
Exemption Certificates issued
by the Secretary of Revenue.
Less tax previously paid
BALANCE
Less 5%of tax if paid within
3 months after death ::::::::::=t====
TOTAL TAX BALANCE :-----.....,~PAID $L
BALANCE OF INHERITANCE TAX DUE $t=
Add interest at rate of 6%from_____to $----.J
AMOUNT OF ESTATE TAX ASSESSED $------..11-
Estate tax paid $----.Jl-
BALANCE DUE $----~~
Add interest at rate of 6%from
------'lto-----
FOR USE OF REGISTER ONLY ADJUSTMENTS
NOTE:Where subsequent adjustments are made to the above computation of tax by the Register of Wills,for proper reason,
same should be noted below,with short explanation.
-,,I
Will t...No.Administration
IN THE
Year
I
,jl'
i\
MATTER OF THE APPRAISEMENT
OF THE
ESTATE OF
Fltf·Nl\l'A~$RAA ai1<1C1
Deceased
Late of...NORTH CHARLEROI.
County of ...VlASHINCTON ..
Commonwealth of Pennsylvania
REPORT AND APPRAISAL
/
,.,
..;-•COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF COUNTY COLLECTIONS
HARRISBURG
17127
June 12,1972
Mrs.Frences Leo
Chief Inheritance Tax Appraiser
243-44-45 Trust Building
East Beau &South Main Street
Washington~Pennsylvania 15301
Re:Frank Paterra
File No.63 71-1219
County of Washington
Date of Death:October 28,1971
Dear Mrs.Leo:
We acknowledge receipt of your letter dated
June 1,1972,concern-ing Item #12 on Schedule liB"'!,Personal
Property,in which the amount of $859.75 was erroneously
included twice in the total in the appraisement filed
May 4,1972,in the above captioned estate.
Our examination of the appr~isement disclosed that
the amount in question was,in fact,included once on Schedule
"B'I~and once on the detailed sheet attached to Schedule "B 11
thus,it was included twice in total amount shown for Personal
Property.
Accordingly,you may delete from Personal Property
the amount of $859.75,thus,making the total amount shown
for Personal Property $17,169.84,making the Total Gross Assets
and Clear Value of Estate $43,669.84.
Donald L.Farner
Clerk
FOR:Peter J.McHale,Director
Bureau of County Collections
DLF/dg
}""onn RCC-2
DEPARTME'l'~T OF REVENUE
BUJtEAU OF COUNTY COLLECTIONS
HARRISBURG.PENNA.17 127
COMMONWEALTH OF PENNSYLVAt.JIA
RESIDENT INHERITANCE TAX
APPRAISEMENT
DATE ~!4..~~.9.7..?,..
COUNTY W.A~ING.:T.Q.N..,.
FILE NO ~).~7.~~~.?+.9..
Whereas,.F.RANK PATERRA a/.k/a late of K9.r.th ~.h9.:r.l~:r.Q~.
in the County of ~~.~.~~.~~.~.~9.~Commonwealth of Pennsylvania,having died on
the ?~~~day of 9.~~.?~:.:.................................................19 ?~seized and possessed of an estate
subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania;
Therefore,I,FRANCE.S LEO ,an appraiser duly appointed according to law,
having been designated to make a fair and conscionable appraisement of the said estate,and to assess and fix
the cash value of all annuities and life estates growing out of said estate,hereby file the following appraisement:
In the event that any future interest in this estate is transferred in possession or enjoyment to collateral heirs of the decedent after
the expiration of any estate for life or for years,the Commonwealth hereby expressly reserves the right to appraise and assess transfer
inheritance taxes at the lawful collateral rate on any such future interest.
Unit AppraisementDescriptionofAssetValuesMadeforInheritance
Tax Purposes
REALTY $
See Schedule "A"of the aDpraisement 26,500.00
PERSONAL
See SChedule "B"of the appraisement .18,029.59
TOTAL 44,529.t>9
,
I
'.
,
~'JASHINGTm;County
RESIDENT INHERITANCE TAX APPRAISEMENT
Estate of
.......................FRANK ..PATERRA..a/k/a.:~..,Deceased.
Late of
NQJ.~'l.'tI...G.H,i\.EJ¥.a.Ql.,..
Date of Death,.o.c.r.mJ.E.R..Ze.,19.7L ..
Appraisemellt Docket Vol.,J.e.~..
J.30
Page,~"",,6 No..63-71-1219 ..
F£led in Register's Office,..~-:!.4..~J9..7.?
Amount of tax due,$..
DEPARTMENT OF REVENUE
Received,
Examined and Approved,.
Wrote abaut Appra.isement',
Appeal f1'om Appraisement,,.
Entered and charged,,..
<'
:~--
;
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF COUNTY COLLECTIONS ~
HARRISBURG
17127December 56 1972
J
Russell Marino
Register of Wills
Courthouse
Washington6 Pa.15301
Re:Estate of Frank Paterra
File No.63-71-1219
County of Washington
Date of Death 10 ..28..71
Dear Mr.Marino:
When our records were examined~we discovered that we received
a duplicate copy of the Statement of Debts and Deductions (RCC-lO)in the
above estate6 which has been approved by yO?on.October 266 1972.
We are returning the duplicate which is apparently the COPY6
continued from page 16 to be retained in your records.
Very truly yours,
~superVisor
Audit and Accounting Section
For:Peter J.McHa1e6 Director
Bureau of County Collections
ENC:
Register of Will
DEDUCTIONS ALLOWED IN
STATEMENT OF DEBTS
AND DEDUCTIONS
File No.63-71-1219
Continued from Page 1...,
Frank Paterra,alias dictus1 deceased,North CharIerESTATEOFL....TE OF _
~:-.~;:;r-•OFFICE OF THE
J REGISTER OF WILLS
AND AGENT OF THE COMMONWEALTH
OF __W=l;t::..::s~h:.:i:.:n:.::.gaz....::t-=o~n=--COUNTY
Form RC'C·IO
DATE OF FII.ING APPRAISEMENT D...TIi OF DEATH October 28,1971
DATE NO.OF NAME OF P...YEE REM"'RKS AMOUNTVOUCH""
I
Malcolm L.Morgan,County 1972 County taxes on reS1ae c~(i3i L-I
Treasurer &rental property of decease 11,$131 ~:,
W.Ross Allen,Tax 1972 School and Borough
Collectox,Charleroi,Pa.""_on TPC;-"n-F npcd.051 30fW.~oss Allen,Tax L\;U~tiCnOOL and-goroggn Taxes
(303 72)Collector.Charleroi.Pa.0.1.1 rental nrOD~rtv of d~cd
-.,~l~00)Columbia Gas of Pa.,Inc.g~~bi1.l--r.,eAlj:,al~pr9P.,ert.yrt'7 \
Author1~Y oJ:~ne oorougn w~-{..?nut1.~l~~~ht~~I~~ooertv f"2i.'1 ~I,,~f"'....'"lyl oro;
Charleroi Federal Savings ar.~Balance on mortgage encumbe -"-
IT ___A,........'nrl Yon+~l ~nn ...,.....~,:j,.......,..,..
property of deceased as of
(date.of death.12.679 59
Russell Marino,Clerk O.C.'....r111ng ree
"of Account.20 00
George KubovcJ.k,North ILaDor ana par~s W1"tl1 respec~
rh~yloYoi.Pa.to repair of sink and plaste~
i~9~~;ome realty,June 30,~10])
Marshall's Plumb1ng &~eal:-purcnase pr1ce or cUIfJ.
ina.Charleroi,Pa.Im~1:PT •.for income
realty,150 37
Gulya's Plumb1ng DeaLer lFurnace repa1rs artaoa't"n
T"epairs on Nov.8.1971 and l ...
gec •.3&1971,on rental (66 65),rem1S s,'
IOuaker
General L1aD~L1~Y pOJ.1C;::y on 12StateInsuranceCo.rental prem1ses--prem1um,00
I~es v.Alfieri Realty IAppraisal fee,•35 00 I
\bAA,.f (;7"lJ,()tI-,G;,tL ~J ~ItJ3 00I,
i~~.&0()
G(AAJtf~-,~Jj A-b-..
t.f'S"O
~}..LJ '--rr/~./3 6'0~~
V
-I
COMMONWEALTH OF PENNSYLVANIA }
COUNTY OF Washington S8:
I,Patr1c1a KolodychaR,Administratrix HEREBY CERTIFY,TH"'T.TO THE BE.T OF
lilY kNOWL.EDGE AND BEL.IEF.THE FOREGOING IS~:i!ifikA19i~~i::f~TEMcf~Ti&"s Df:f!~t""1Y~ERAL EXPENSES "'ND EXPENSES OP'
'••'N'OT'AT'.N Ouo.on,.TO T.,,nAT<OF '~D'.~'~'.a .,.u","O••FO.
INHERITANCE TAX PURPO~ES."~~. ,~lo
SWORN AND SUB~8E BEFORE ME THIS d ;gy0fl'1<aflfn1s ra r (7 (I..S.l
ElIZABET J JOH' .SON,Notary PUblic
CHARLEROI,WASHINGTON CO PA
My Commission expires Aprii 30,1973
page !
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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
JI
DATE Janual'Y 6,1972
APPLICATION (MUST BE FILED IN TRIPLICATE)
TO THE PENNSYLVANIA DEPARTMENT OF REVENUE:
Application is hereby made for COlsent to the transfer of the following securities of a Pennsylvania
Corporation or a National Banking Association located in Pennsylvania:
(a)2S (b)Sldft Industries,Inc..(c)common
(NOTE:In describing securities enter in (a),ab Ofe,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
and maturity date of registered bonds.)
ISSUED ON April 28 t 1969 ,and having a TOTAL MARKET VAilUE OF $_9_3_.7_5__-'-_
(Date)
as of the date of death of the decedent,Frank F.Paterra.alias dictus,on October 28.1971
(Name of Decedent)(Date of death)
who was late of 307 Isabella Avenue,No~th Charlel'oi t
(Street and Number)(Post Office)
Washington;
(County)
.fennsylvania
(State)
The secu ri ti es are reg istered as fo II ows:__'=-l'=-a:::n:.:.:k:..:..·-:F=-·.=-"-:P:....:a=-t=-e=.=l'=r:....::a=-_
(Name or names in which certificates are registered)
ADMINISTRATOR}Patricia Kolodycbak
~}(Name).VictortddrtaVa attorney for.b3-7//21f NAME OF APPLICANT Adm1n:istratm'i
COUNTY FILE NUMBER -r ADDRESS OF APPLICANT P.0 Pa.
BUREAU FILE NUMBER SIGNATURE OF APPLICANT--bL~.L...,L~--=:-'----"-__+..f_--=-~--
NOTICE:IF YOU FAIL TO PROPERLY FILL IN ANY PORTION OF THIS APPLkATION,IT WILL N
CONSIDERED COMPLETE AND WILL BE RETURNED TO YOU FOR COMPLETION.
COMMONWEALTH OF PENNSYLVANIA -DEPARTMENT OF REVENUE
CONSENT TO TRANSFER SECURITIES
DATE Ian.12,1912
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 Consenf to Transfer the herein described property operates only in reference to the estate of the
above-named Decedent.
(Signature)
nos1stw Or W111s....VIQshing'lion
(Title)(County)
,,
...,.,
-.J
~:::0 '"-'J>rn ::D C)(j')<n c::(""")r
::I:-<.n ~_.(fJ (J)P"\jq
:z -l f"l l"'oJ ~t I
"(';-)rn -.Jj-'-0-l ;;0 ..
'.D ".I _p Cl 3:--0"'-"-n ::::z:(")...~....~"
0 -:::0 t.J..J-~r Z-0 r 0 -C'J>c.n c.P
I am the attorney of record.for the es-
tate or the transferee shown on the
front of this form.I do hereby person-
ally guarantee the payment.within the
time prescribed by 18w,of any Pennsyl-
l vania inheri t::mce t lJlh~,ch may be due
on the tranclfer of hp sec 'rities listed
hereon for which a consen'to transfe
~;0~~;~:::.w c:
ate)(Signature)
RCC-49 (8-71)
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF COUNTY COLLECTIONS
INHERITANCE TAX DIVISION
HARRISBURG,17127
..
PENNSYLVANIA ESTATE TAX
DETERMINATION and.(1\;\
J
Date OC.T 30 19 ~72...
Estate of:--ERC(~('(E.Pa1eR.R.a...
Date of Death l(j ..21,'7 i
County lAklst/l V1rT"Oh J)lfr 3i-:2..~O.."
Bureau File No.~3 -1 1,1..1.JS
1.Taxable estate per U.S.Estate Tax Return,Form #706
2.Taxable estate per final change in Federal Return dated
3.Amount of credit for State death taxes.
$.3 2Sl.'f3
$-------
As shown on return form or final change notice ($:y)oh<-)
As verified by computation ~lJ 4-1 e
5.Normal Inheritance taxes paid to other States
6.Total Inheritance tax credits (4 +5)
7.Total liability for Penna.Estate Tax (3 -6)
8.Less:Previous payments on ajc of Penna.Estate Tax
'7&0.00
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 _
Prepared by
Reviewed and approved by _
(NAME)
Cor'iTo :
VI Cf6~P,R/()R ESQ.
$1.'1 FQilo w Fl~lJ.QUe:..
ChQII.Lfhi Pet 1~()ll.
(TITLE)
e~l OF :riot("rei."I)'ce.
t~R~(OIlL.W f RdJ"
<6 Otc~fe~SCi!,7~;)Le.u 1"1'('1\~Si _
CO'~()F 104 F"ol\wQI'cl'fd.'To
(DATE)
~G(!aT-tcr10 Rc.d eTf:I\""L '""1"0"
/...lPo~RtCf(t"1 OF f~J~l4c'
CL.oJ l'"C;LeTr HI.
a<!fJ:)UWfA.o1ST .SLiP"A....
Nall'lJ'"1.4 1t.9 ,.
Form 706 (Rev.7-71)
"Estate of:
Sched·ule
Frank Paterra,alif·.s dictus,deceased
Recapitulation
Gross estate •Alternate value Value at date of death
-'-'-I-~------~------------------------I-~-------I--------.
A
B
c
D
E
F
G
H
Real Estate • •
Stocks and Bonds
Mortgages,Notes;and Cash
Insurance on Decedent's Ufe
Jointly Owned Property •
Other Miscellaneous Property
Transfers During Decedent's Life
Powers of Appointment
Annuities . •
$..$__?_9.,_5_9.Q!lgg _
...§52_'!12 _
.---------------------------.-----.·-B~jii!9 L---
.--------------------------------41,6 98~..b3----
-c---------------------------.5~562..50-----
...a.,.
.Sched·ule
Total gross estate
Deductions
$$83,332.19
Amount
1 Funeral Expenses and Expenses Incurred in Administering Property Subject to
Claims • • • • •
J .
K
K
L
L
2 Debts of Decedent
3 Mortgages and liens
4 Total of items 1 through 3
5 Allowable amount of deductions from item 4 (see note')
6 Net Losses During Administration •
7 Expenses Incurred in Administering Property Not Subject to Claims
$-_._~_!_~.~~-~_?~.•-••~.--
748.24-----------------.----------
____lg~Q1M2-~I
.:_-;:::;::;~.
....
M
8 Total of items 5 through 7 • •
9 Bequests,etc.,to Sur"iving Spouse
10 Adjusted gross estate (see note')•-.
N
11 Net amount deductible for bequests,etc.,to surviving spouse (item 9 or one-half of item 10,which-ever is .smaller). ..
12 Charitable,Public.and Similar Gifts and Bequests $
I
Total allowable deductions,except exemption (total of lines 8,11,and 12)$;2Q,075,7~--.:..:=.....;;;,;.;.~=~==.:.:.:....==....:::.:.~=~=;.:....;:.:....:.:.:..:.=..~=....=.:.:=-=~...:.-...:.-.:.....;:..-.:---:.-.:.--:..-..:..-:.....:....:....;..,..;~.'---,_.-
1 Note.-See'paragraph 1 of the instructions for the Recapitulation on page 30.
2 Note.-Enter at item 10 the excess of "Total gross estate"over item 8,if the decedent and his surviving spouse at no time held
-property as community property.If property was ever held as community property,compute the "Adjusted gross estate"(item 10)
in accordance with the instructions for the Recapitulation and attach an additional sheet showing such computation.
Page 3
Form 706 (Rev.7-71),
Estate of:Frank Paterra,alias dictus,deceased.
General Information
1 State in which decedent was domiciled attime of death \-2 Year domicile establish_ed in thiS.State
Pennsylvania 1913____-----':-::.::.=:::::....I
3 Place of death,if different than decedent's address (e.g.name of hospital)
Not Applicable
4 Cause of death
Coronary Occlusion I 5 Length of last illness
Not Applicable
6 Decedent's physicians
Name Address (Number and street,city,State,and ZIP code)
D-:.Fr~darady c/o .r1ercy Eospital
Pittsbut'gh,Pem1sylva."1ia
. 7 Date and place of birthJune 14-,1913,Monessen,We.stmoreIandCounty,Pennsylvania
8 Decedent's business or occupation.If retired,check here 0,and state decedent's former business or occupation
Steel\>.:orker .
9 Marital status of decedent attime of death
o Married-Date of marriage to surviving spouse
-Domicile at time of marriage
f'.
I:
February 6,1968
l2SI Widow or widower-Name and date ofdeath ofdeceased spouse
Virginia C.Paterra,vho diedoSingle
o Legally separated-Name oflegally separated spouse
o Divorced-Date divorce decree became final
Amount.-Value all interests on the date of death orthe alternate
valuation date,whichever is used for estate tax purposes.The
interest of each beneficiary should be valued in .the same manner
as it would be valued for estate or gift tax purposes.Where precise
values cannot readily be determined (certain future interests,for
example),a reasonable approximation should be entered.The sum
of the values of the interests of all unborn or otherwise unascer-
tainable beneficiaries should be shown on the last line (all un·
ascertainable beneficiaries).Values should be stated without re-
duction for any estate or inheritance taxes.
10 Individuals who receive benefits from the estate (do not include charitable beneficiaries shown in
less than $1,000)
Name.-Enter the name of each individual who receives benefits
from the estate directly as an heir,next-of-kin,devisee or legatee or
indirectly (for example,as beneficiary of a trust,annuity or in-
surance policy,shareholder of a corporation or partner of a partner-
ship which is an heir,etc.).
Social Security Number.-If the individual has-not been located
or has no social security number,etc.,enter such explanation.
Age.-Qn the date of the decedent's death.
Relationship.-Include relationships by blood,marriage,or
adoption or indicate NONE.
Schedule N or any heir receiving
al
Name Social security number Age Relationshipto decedent Amount
Surviving spouse None x x x x x x x.
--
Others Frank J.Paterra 193-J8-13L8 26 Son l/lJ.th of tot
168-34-7969 30 EstatePatriciaKolodychakDaughterII
John P.Paterra 161-4-4--15~O 21 Son TI
Thomas M Paterra 16)-411..J 3;1 17 rr "
All unascertainable beneficiaries .•None
.Alternate Valuation
(These instructions apply if alternate valuation is elected.For further information on this subject,see the instructions.)
--------11 An election to have the gross estate of the decedent valued as of the alternate date or dates is made by entering a checkmark in the
box set forth below..o -'fhe executor elects to have the gross estate of this decedent valued in accordance \\lith values as of a date or dates SUbsequent
to the decedent's death as authorized by section 2032 of the Code.-
Page 5
Form 706 (Rev.7-71)
Estate of:
SCHEDULE A-Real Estate
(For jointly owned property which must be disclosed on Schedule E,see Instructions for Schedule £ )
Itemnumber
1
I'escription
Two-story dwell.ing house,being family home of
decedent a.lld his children,identified ciS Lot
No.15 in the John Conrad Plan of Lots,locate(
in the Borough of North L:hClrleroi,washington
\,;ounty,P.....,si2.e of lot being 6u'a lSu;,and
addressed as 307 Istibell.;.,.Nenue,North
Lh....rleroi,P.::..."dnd having vu.Iue bcised 0"1
C1:;FJl"a.is~L,cO?,Y of vJhich is atta.ched heret'o,
Alternate val·uation date Alternate value
$
Value at date of death
$
16,000.00
.2 Frci.me stl"'ucture,for;n2.t:'ly Cl':'-'21ling Cl.I1j COi1Ver.'t2~
in::o ·;::i1.~\,=,::d J",rL::lle~1ts ;",ith 4--st~ll g....ra.ge ~t
reC1r,identified as a part of Lot 13 and all of
Lot 14-in the ~loh;L Conrad Pl.::m of Lots,loca.ted
in the Borough oE ;:,l,TL'th charleroi,lVdshington
County,Pa.,size of lot being 85 T x 150',and
addressed as 313 Isabella ~venue,North CharlerDi,
pa.,~nd having Value based on appraisal,eopy
of which is attached hereto,
(Total rent of ~260.0Q ~ayable monthly,and at
du.te of death of d::,ceaent on uctober c:::8,1971,
0.11 cur.rent rentsuLJ to tind inc1ucl.il1g the GDlTt 1
o~uctober,1971,had been p~id in full prior
to said date of de&th).
(Both of the :..bove item::;of ree-.l pl'oi?erty ~.re __
S'.lbj2Ct to mortg_0~~l:1 .favor of Ch...rl~l'oi
F'2(t~-p'.41 S~-rli:i16S o..LT1::l L,J......il r).Sf7iOci.i..'"i:iol"l uJ:C:1~..1)~L2 "'oi
~·~~'12-:;:)yl\12:-1i..:..,itt ~}~l_~~')l"'igi~~!~1 _...-"!L>;_ln-t o'.C'
$23,500.00,and which amount wa::;reduced to
~12,679.S9 at the time of death of Fru.i1k Pu.tErr;,;.
on uCtoh2l'28,1971,Clnd ·which mortga.ge is
c1':.l.ted uctober 28,1960,a.ndt'Jas recorded in the
Recorder IS uffice of \;·.ashington \.-ounty,Penn-
sylv....ni....on vctober 31,196U,....nd is of record
in that Office in Mortgage Book Vol.577,Page
385).
TOTAL (Also enter under the Recapitulation,page 3.)
(If morespace IS needed,Insertadditional sheets of same size)
$
10,500.0U
$t:.6,500.00
Page 7
Form 706 (Rev.7-71)
Estate of:
SCHEDULE B-Stocks and Bonds
(For jointly owned property which must be disclosed on Schedule E,see Instructions for Schedule E.)
Item
n~mber
1
3
Description (including lace amount 01 bonds or number 01 shares)
1:J S~hl'es co;nmon stock of Interna.-
tioTIa.l Cn2r~j ComQ~ny,
~U sh~res common stock of Brunswick
Corpor.....tion,
1U sh....res COITU11011 stock of iunericar:
Export Industries,
i.5 common stock of ;j~lJift Industri~s,
IIlC.,
Pir Unit value
1/8
31 1/8
5 3/4-
3 3/4
Allamale val·uation dale Alternate value.
$
Value at date 01 death
$
1.25
6~~.5U
57.50
93.75
5 6 shares comonOil stock of
!,"t}12:::1irlg-i.Jit-t:-3JJlll.'oSll .~tee:l COi...·~)Ol'\a-
tiOd,
TOTAL (Also enter under the Recapitulation,-page 3.)
14 1/8
$$
81+.75
859.75
(If mOre space IS needed,Insert additional sheets of same size)
Page 9.
Form 706 (Rev.7-71)
Estate of:
Schedule e-Mortgages,Notes,and Cash
(For jointly owned proper,ty which must be disclosed on Schedule E,see Instructions for Schedule E.)
4,107.91
986.1'8
Value at date of death .
$
Alternate value
$
Description ~Alternate val·uation date
Ca~h"b.eing halan Qe In..Savings Account No.I,01'a
at date ofdeC'l.th"in name.of:dep~de:liht,s.t
"Charleroi !"ederal Sarings and TJOCln Ass:oc.fttlbn,.·Oh~rl~?'o:l ~Pat).I
Reimbursement from Gene~r-al Americsm tif~.Insur.aric~
!Ctml.r.Jl11Y for 1lle:iical ,ex.p~nsEs ad'ranoed by dec.edert
1nbis lifetiml),.
litotorists l'fu.tual Insu.rance Co.,refund of unearned
premium on automobile liability policy,
Caah,boing balance in Cr.ecklng Account No.75-43711-5,
at Bentleyville,Pae Office of Union National Bank
ot Pittsburgh,
'vffl@@i1J'Jg...Pittsburgheteel Corp.,final netwary Chl ck,
Redemption value of Retirement Savings Plan with
vfueelingaPittsburgh Steel Corp.,
Brunswick Corp.,being dividend declared on stock
ormed bw decedent,
~ua"i~f~t:r'"a1X:L«.§ornS:Ui:!anc~~)!=aeamFOC€ea~1~'Hl!eX.
-roq;6tat~l--Reported in Schedule D
,.!Int~st/d'l~~r.ent in ~a.v1nl1f1 plan of \JJheeling-
Pittsburgh Steel Allenport Employees Federal Credit
Union,
Int~~~t or dl!~~dim't 1ft ~~v1fi~DplM.or Anml"1cm
m~et&'§l\\md3 Inti.)
~fueeling-Pittsburgh Steel Corp.,Thrift P1an~stock
fund,being interest of decedent in s&~e,
8
7
3
S
6
Item
number
u
10
--
1
(If more space is needed,insert additional sheets of same size)
__TO_T_A_L_<_AI_so_en_t_er_u_n_d_er_t_h_e_R_e_ca..;.,p_itu_l_at_io_n,_-p:...a....:;g_e_3...:..)--__-...:.....;$~.:.....:..$.)-e.1U--2L
Page 11
Form 706 (Rev.7-71)
Estate of:
SCHEDULE D-Insurance on,Decedent's Life
Was there any insurance on the decedent's life which is not included in the return as a part of the gross estate?'. .,0 Yes txI No
If "Yes,"full details must be submitted under this schedule
Itemnumber Description Alternate val-uation date Alternate value Value at date of death
1
2
Metropolitan Life Insurance Company,New York,N.Y.
10010,being whole life policy No.23 829 259 A,
lmerein 12..e~na-rneq the four children of the deceased
as beneficiaries,to wit,Patricia Kolodych~~,her
1/4th share being $1915.59;John T.Paterra,his
1/4th share being ?;1915.59;FrankJ.Paterra,his
1/4th share beil1g $1915.58;and Thomas H"Paterra,
his 1/4th share being $191,.,59,policy being issued
I1arch 1,1959,face amou..."lt of policy being $10,0000DO
interes t on indebte~~ess--$78058,principal of
indebtedness to insurance company--$2,400.00;amoun.\I
of post-mortem dividends--$70.93 to pol.hole and
$70.00 term.diVe,a'Uount of proceeds paid to the
above four beneficiaries,'
General American Life Insurance Company,being
group life insurance policy No.MCP-5355 Cert.27590
wherej-i':were.I'l3I1l'rl the four children of the dece0f;~~d
as beneficiaries,t.o wit,Frank J.Paterra,Jolm Po'.
Paterra,Patricia.Koledychak,and Fra.YJ.k J.Paterra"~
guardian of the person &estate of Thomas H.PaterrFi,
a ~jxlor,said policy being issued Septenfuer 1,1953,.
each beneficiary hav~ng received the sum of'
$8,COOeOC,face ar.!cunt of said policy beL~g
$32;000000,being tota~arr~unt of proceeds paid to
the above foux benefici8~ies,
$$
3 Prudential Insura..'1.ce Company of :.merica,being ,.'
Lindted Pa~rment Life Policy No.7 062 114,wherein
Patricia Kolcdycta}{,Adr.inistratrix of F!'<s,nk F.
Paterra,W~E n~aed b~neficiary,polic~y being issued
9-22-1930,face aInOFnt of policy being $2,0000 00,
.amount of post.-mortem dividends being $18 ..80,aJTlounlJ
of proceeds payable if in one sUF~-$2,018.80,but a~c~
arrJount of settlew;nt check ~"'lC i:'sceived
(Attached Form 712 for this pa;}-rm.ent,in Block 12,reveals
payment of $2,018.80,as above,being $16.88 less IJhall
settlement check in the said 8..TlJount of :;?2,035.68,
whi.ch difference was not explained,but is believe~
to bepossiblyinterestm~'~~~~.-
fl~te-mortemrt •
_~T~O:.:.T~Al::...l:(~AI~so~e~nt~e:.:..r..::u~n~de::.:.r....:t:.:.:h~e~R~e;::;ca~p~it~u~la~ti~on~....!p~a~g~e..:;:3::J')~-.:..-.:..-.:..-.:..-.:..-.:..-.:..-.:..-.:..-.:..-.:..-.:..•.'~-....;$:::.-..!...;:;...$41&98•q:3
(If more space IS needed.Insert additional sheets of same size)
Page 13
Form 706 (Rev.7-71)
Estate of:Fra nk PQtcrr~l$alias dictus~dccee,sed
SCHEDULE E-Jointly Owned Property
1 Did the decedent,at the time of his death,own any property as a joint tenant or as a tenant by the entirety,with
right of survivorship?.0 Yes [j No
If "Yes,"state the name and address of each surviving co·tenant.
Name Address (Number and street,city,State,and ZIP code)
-----------------------------I--'-------~-----------------------.-
NONE---------------------------~1---------------------------,-.---.--
,-----"------'-------------------------------
2 If the answer to'question 1 is "Yes,"has the full value of the property been included in the gross estate?0 Yes'0 No
If "No"see the instructions for this schedule and submit the-necessary proof.,
Item Description Alternate val.Alternate value Value at date 01 deathnumberuationdate
1 $$-.
NONE NONE
--
..-...
".
--.
-
'-.-."------0-
+
---
.~..-...
--
-
0
---0
-...---
,-
--
TOTAL (Also enter under the Recapitulation,3.)---.$$NONEpage
(If more space is needed.insert additional sheets of same size)Page 15
Form 706 (Rev.7-71)
Estate of:Fr~.~;{"?aterra,alias diet,uel d d..,ecease.
SCHEDULE F-Qther Miscellaneous Property
(For jointly owned property which must be disclosed on Schedule £,see Instructions for Schedule E.)
1 Did the decedent,at the time of his death,own any interest in a copartnership o~unincorporated business?
If "Yes,"state business name and address.
x
X
x
5 Did the decedent at the time of his death have a safe deposit box?
If "Yes,"state location,and if held in joint names of himselfand another,state name and relati0n.ship of joint depositer.
NONE-------------------------------------~------------2 Did the decedent,at the time of his death,own any articles or collections having either artistic or intrinsic value,such as
jewelry,furs,paintings,antiques,rare books,coins or stamps?
1f'~~,"fu"~~i~mu~~subm__rt_~_d_u_n_d_e_r_t_hl_~_s_C_h_~_u_'_~~__~
3 Was there any insurance which the decedent owned on the life of another which is not included in the return as a part
of the gross estate?
If "Yes,"full details must be submitted under this schedule.X
----------------------~~-----------I--4 Has the decedent's estate,his spouse,or any other person,received (or will receive)any bonus or award as a result of the
decedent's employment or his death?.
If "Yes,"full details must be submitted underthis schedule.
If any of the contents of the safe deposit box are omitted from the schedules in this return,explain fully why .omitted.
6 Did the decedent,at the time of his death,own any other miscellaneous property not reportable under any other schedule?
Itemnumber •Description ..Alternate val·uation date Alternate value Value at date of death
1 1970 Lincoln Contincntal,.having M~~ufacturerfs
No.OY8lA826332,and Title No.A21882489,having
fair market value of,
$$
2 Chris Craft motor bota,being identified as
Chriscramotor boat tJ~e 3,having F~gistration
No.PA-5059D,800.00
1 lot of ~~scellaneous household furniture,400.00
TOTAL (Also enter under the Recapitulation,page 3.)
-(If more space is needed,insert additional sheets of same size)
$$5,~62,9~0
Page 17
Form 706 (Rev.7-71)
Estate of:-Frank Pate~ra,alias dictus,deceaeede
fsCHEDULEG-Trans ers During Decedent's Life Yes No--
I Did the decedent make any transfer described in the first paragraph (induding the six subparagraphs)of the instructions
for this schedule?-.X----
2a Did the decedent,at any time,make a transfer (either than an outright transfer not'in trust)of an amount of $5,000 or more
without an adequate and full consideration in money or money's worth,but not believed to be includible in the gross-estate
as indicated in the first paragraph (including the six subparagraphs)of the instructions for this schedule?
If "Yes,"furnish the following information:X
2b Date I 2c Amount or value I 2d Character of transfer I I
3a Did the decedent,within 3 years immediately preceding his death,make any transfer of his property without an adequate
and full consideration in money or money's worth?",,-
If "Yes,"and the transfer was of an amount of $1,000 or more,furnish the fol/owing information:X
3b Date I 3c Amount or value I 3d Character of transfer ~I-
3e Motive which actuated decedent in making the transfer I I
3f Name and address of hospitals in which decedent was confined within 3 years of his death I I-
4 Were there in existence at the time of the decedent's death any trusts created by him during his lifetime?~':"".....--5a Have Federal gift tax returns ever been filed?
If "Yes,"furnish the fol/owing information:X
5b Period(s)covered _\5C Internal Revenue office(s)where filed I ~
Item Description Alternate val·Alternate value Value at date of deathnumber"ualion date
~
1 $$
~-,
NONE ,NONE
.
"-----------_.
-'..
-----.
_._..'-~
---
,
-.-
-
-
0-
-
-_.
-
TOTAL (Also enter under the Recapitulation,page 3.),",,-$$NONE-,
(Ifmore space is needed,insert additional sheets of same size)Page 19
Form 706 (Rev.7-70
Estate of:Frank Paterra,alias dictus,deceased.
x
_________S_C_H_E_D_U_L_E_H_-_P_ow_e_r_s_o_f_A_pp....,.o_i_nl_m_e_n_l t-Ye-S-L!!o_
l-a_Qid t~~dec_~9~~!~tJ.~~time of deathd)~~ses.~gene!:.alpower of appointment created after October 21,1942?.I'~'
1b On or before such date?.•............•.....••.......X----.--.----.
2a Did the decedent,at any time.by will or otherwise,exercise or release (to any extent)a general power of appointment
created after October 21,1942?----
_2_b--'O-'-n:-_or,_b_e_fo_r..e_s'--u_c_h_d_a-'-t_e-c-?-'--_--'--_-'---'_-'---=---'----'--'--'-'--'----'--'---------------_.---~
3 Were there inexistence at the time of the decedent's death any trusts not created by him under which he possessed any
power,beneficial interest,or trusteeship?
Item
number Description Alternate val·
uation date Alternate val ue Value at date of death
1 $$
.-~'--...."...~.,
NCNE NONE
TOTAL (Also enter under the Recapitulation,page 3.)$$NONE
SCHEDULE I A T-nnUl les .Yes No--.-
la Was the decedent,immediately before his death,receiving an annuity as described in paragraph 1 of the instructions for
this schedule?--.~-
Ib If "Yes,"was that annuity paid pursuant to an approved plan as described in paragraph 4 of the instructions for this
schedule?..:::r
Ie If the answer to "1b"is "Yes,"state the ratio of th!'l decedent's contribution to the total purchase price of the annuity.I I----
2a If the decedent was employed at the time of his death,did an annuity or other payment as described in paragraph 3(d)
of the instructions for this schedule become payable to any beneficiary by reason of the beneficiary's having survived
the decedent?.X.._.
II~2b If "Yes,"state the ratio ofthe decedent's contribution to the total purchase price of the annuity.
Item Description Alternate val.Alternate value Value at date of deathnumberuationdate
1 .$$...
NONE NONE
--
--
-'
TOTAL (Also enter under the Recapitulation,page 3.)$$NOlJE
(If more space is needed,insert additional sheets of same size)Page 21
"
For!'!'706 (Rev.7-71)
Estate of:Frank Paterra,alias dictus,deceased.
SCHEDULE J-Funeral Expenses and Expenses Incurred in Administering Property Subject to Claims
Note.-Do not list on this schedule expenses of administering property not sUbject to claims.In connection with such expenses.see.Schedule L..
If executors'commissions.attorneys'fees,et·c.•are claimed and allowed as a deduction for estate tax purposes,they are not
allowable as a deduction in computing the taxable income of the estate for Federal income tax purposes.
Itemnumber Oeser;plion
A.Funeral expenses:
FrancisC.Slezak Funeral Home,complete funeral
Catholic Cemeteries Association,opening grave ant
canopy,
$
1,760.18
155.00,
Amount
1
2
3
Total.•
B.Administration expenses~
Executors'commissions----amount estimated/agreed upon/paid.(Strike out words not
applicable)•••
Attorneys'fees~~~~~paid.(Strike out words not applicable)
Miscellaneous expenses:
x x x x x
x x x x x
x x x x x
Frank J.Paterra,John P.Paterra and Thomas M.
Paterra,children of the deceased who comprised
members of the household of the decedent at the
time of death 7 family exemption,being their
entitlement under the laws of Pennsylvania',
Russell Marino~Register of Wills,'probate fee,e1c.,
(Washington,Pa.),
Washington County Reports,legal advertising (Washjngton,Pa.)
The1Jalley Independent,legal advertising (Monesser,Pa.),
F 0 J.Buckley Agency,(Canonsburg,Pao),-bond plEen ium,
Russell Marino,Regist~r of Wills as aforesaid,5 short
certificates,
Russell Marino,Register of'Wills as aforesaid,4 short
certificates,
Russell Marino,Register of Wills as aforesaid,filing fee
of Inventory,
Russell Marino,Clerk O.c.(Washington,Pao,estinated
filing fee of Account,
Russell Marino,Clerk O.C.as aforesaid,estimatec additioB.a~
Court and&R audit costs,
Elizabeth J.Mugrage,Notary Public,(Charleroi,Pc.~notary
fees to Inventory and allied estate papers,
James V.Alfieri Realty,appraisal fee,
.
1,500.00
..~.--30.00
14.00
12.75
10.00
:5.00
4.00
17.00
20.00
75.00
10.00
-35.00
Total miscellaneous expenses
-.
-TOTAL (Also enter under the Recapitulation,page 3.)
(Ifmore space is needed.insert additional sheets ofsame size)
x x x x x
$6,647.93
Page 23
Form 706 (Rev.7-71).
Estate of:
SCHEDULE K-Debts of Decedent and Mortgages and Liens
9
SCHEDULE"L-Net Losses During Administration and Expenses Incurred in Administering Property
Not Subject to Claims '
Item Debts of Decedent-Creditor and nature of cl~im,and allowable death taxes Amountnumber..
--
1 Charleroi Fire Dept.,Charlero.i,Pa.,2l':ibulance service for deceased,$12.50
2 F'rx}}t J.Faterra,debt cd.r:g by decedent,227.36
3 Kinder &I1011enauer,Charleroi,Fa.,bala.'1ce on past account,"80.21
I,Dr.Richard "it.p'•Charleroi,Fa.•,bala.'1ce on past dent,al account,44.00,a.Qovan~,
5 Dr.R.ichard Perr;Ylilan,Pittzburgh,Fa.,bala.'1ce cn past accC'unt,32.00
6 Dr.C.C.Altman,balance on past accou.nt,Pitt.sburgh,Fa.,20.00
7 Vic ~10:rer Linccln-I-!erc1.lry,Charleroi,Fa.,past car repair accmmt,50.35
8 Internal Revezme Service,1971 federal incc.me tax owed by decedent,214.37
9 P·a.Dept.of Revenue,:iarrisburg,Fa.,1971 Stat~e Income Tax 41.06.,
10 Pat.sy A.Caruso,C.P.A.,Charleroi,Fa.,preparat~on of 1971 federal and
stat.e income tax returns of decedent,"25.00
11 Interr~e.l ::te'lenue ':;erYice,interest due latenef;[;in filing 1971 federal
inCCiilie tax return,1.39
TOTAL (Also enter under the Recapitulation,page 3.)$748.24
Item Mortgages and lIen$-Description Amountnumber
.1
,$Balance as of date of death Of 'iecedent on October 28,1971,on'
mortgage at Charleroi Federal Savings and Loan Association,-12,67ge59
(See Schedule A for details).,-.
-'"'-.
---_...-
'.-..~
TOTAL (Also enter under the Recapitulation,page 3.)$12.6?9.~~
I
Item Net losses during administration Amountnumber
1 $
NONE NONE
TOTAL (Also enter under the Recapitulation,page 3.),..$NONE
.........Item AmountnumberExpensesincurredinadministeringpropertynotsubjecttoclaims(Indicate whether estimated.agreed upon,or paid.)
:...,
1 :"_:...i $
INONE NONE",
-
TOTAL (Also enter under the Recapitulation,page 3.)$NO!\TE
(If more space is needed.insert additional sheets of same size)Page 25
Form 706 (Rev.7-71)
,..;.;;.........:..::.:...:..~.:-.;.;;,;...-------------------------------------
Estate of:Fr;mk Paterra,alias dictus,decea.sed.
SCHEDULE M-Bequests,etc.,to·Surviving Spouse (Marital Deduction)
(If mOre space.IS needed.Insert addItional sheets of same sIze)
....-.If thedecedent died testate,the person or persons filing the return must answer the following questions.Only.question Ic
need be answered if the decedent died intestate.If the answer to any question is "Yes,"full details must be submitted under Yes No
this schedule.•.-lC_
1a Has any action been instituted to contest the will or any provision thereof affecting any property interest listed on this
schedule or for construction of the will or any such provision?'...X--
1b According to the information and belief of the perso~or persons filing t~e return,is any such action designed or Xcontemplated?. .--
1e According to the information and belief of such person or persons,has any person other than the surviving spouse asserted
(or is any such assertion contemplated)a right to any property interest listed on this schedule,other than as indicated
Xunderquestion1aor1b?..---
2a Had the surviving spouse the right to deciare an election between (i)the provisions made in his orher favor by thewill and
(ii)dower,curtesy,or a statutory interest?.X--
2b If the answer to question'2a is "Yes,"has the su'rviving spouse renounced the will and elected to take dower,curtesy,or a
statutory interest?.X--2c Elected to take under the will?.:X
.2d Does the surviving spouse contemplate renouncing the will and electing to take dower,curtesy,ora statutory interest?X
Item ----.Description of property interests passing to surviving spouse Valuenumber.
$.I
'.
'NONE .--...NONE;..
.
----.'.-..
-.
-.---.--.--.-..
'.
r
..-
-.
...'_.....
.
..
-
Total'NONE..'.........$....................
Less:(a)Federal estate tax payable out of above·listed property interests :I $....................
(b)Other death taxes payable out of above·listed property interests..-
Total of items (a)and (b)...-_.
Net value of above-listed property Interests (Also enter under the Recapitulation,page 3.)-.$N ONE
..
I
Page 27
..Form 706 (Rev.7-71)
Estate of:Frapk ?aterra,alias dietus,deceased.
SCHEDULE N-eharitable,Public,and Similar Gifts and Bequests
Yes NoIfthetransferwasmadebywill-
..(a)Has any action been instituted to have interpreted or to contest the will'or any provision thereofaffecting the charitable
deductions claimed in this schedulef'
If "Yes,"full details mustbe submitted under this schedule.-~--------~------~----------------------------~--~
(b)According to the information and belief of the person or persons filing the return,is any such action designed orcontemplated?_•'•.
If "Yes,"full details must be submitted under this schedule.x
'temnumber
1
Name and address of beneficiary
,;
Character of institution
$
Amount
NONE
I
Total.....
Less:(a)Federal estate tax.payable QIlilt of above-listed ptoperty interests
(b)Other death taxes payable Otilt of above-listed property interests
Total of items (a)and (b)
Net"value of above·listed property interests (Also enter under the Recapitulation,page 3.)
(If mere space is needed.insert additional sheetsof same size)
I $---:.--.
NONE$._-_.._--------_.__.
$.NONE
Page 29 .
Form 7.06 (Rev.7-71)
Estate of:Fra nk Paterra,ali:)s dictus,deceased.
SCHEDULE O-Credit for Tax on Prior Transfers
Name of transferor
NON}~
Transferor's residence at time of death
Computation of the Credit .
I Date of transferor's death
PART 1-Transferor's Tax on Prior Transfers
1 Net value of transfers ,_
2 Value of transferor's estate (adjusted in accordance with instructions for item 2)..
3 Tax on transferor's estate (adjusted in accordance with instructions for item 3)
4 Transferor's tax on prior transfers (proportion of item 3 which item 1 bears tp item 2)
$
$
$
$NONE
PART II-Transferee's Tax on Prior Transfers \.
5 Transferee's tax computed without regard to credit allowed under this schedule
6 Transferee's reduced gross estate
7 Transferee's deductions (adjusted in accordance with instructions for item 7)
8 Transferee's reduced taxable estate (item 6 minus item 7),.'.
9 Tax on reduced taxable estate
10 Transferee's tax on prior transfers (item 5 minus item 9)
PART III-Credit Allowable -
11 Maximum amount before application of percentage requirement (item 4 or item 10,whichever is smaller).12 Percent allowable is _....•
13 Credit allowable (item 12 x item 11)
SCHEDULE ~-Credit for Foreign Death Taxes
$
$
-~--------------~-----.
$NONE
$
M~£';;:0"$g~
-.$NONE
List all foreign countries to which death taxes have been paid and for which credit is claimed on this return.
.-------------.---'----------------------------------------~--------------------0011/R--~----------.---=-:~----~------------'------------------------------------------------~-----
If credit is claimed for death taxes paid to more than one foreign country,·compute the credit for taxes paid to one cquntry on
this sheet and attach a separate copy of Schedule P for each of the other countries.'
The credit computed on this sheet is for .. .~_
.(Name of death tax or taxes)
______________________________________________________•.__imposed in·'.
(Name of country)
Credit is computed under the ,.
(Insert "treaty"or "statute")
Computation of the Credit
(All amountS and values shown hereunder must.be entered in United States money)
1 Amount of estate,inheritance,legacy and succession taxes imposed in the above country attributable to property
situated in that country,and subjected to such taxes,and included in the gross estate (as defined by statute).
2 Value of the gross estate (adjusted,if necessary,in accordance with instructions for item 2).
.i3Valueofpropertysituatedinthatcountry,and subjected to death taxes imposed in that country,1 and included in
the gross estate (adjusted,if necessary,in accordance with instructions for item 3), • •~• • , • •
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 that item 3 bears to
item 2)"
6 Credit for death taxes imposed in the above country (item 1 or item 5,whichever is the smaller)
$..--~------------------_.
.-~---_._---------_.--_.
._~---~---------------_.
.-~-------------------_.
-~--------.------------
$NClNE
Page 31
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u::J
VICTOR E.RIVA
ATTORNEY AT LAW
524 Fallowfield Avenue
Charleroi,Pa.
j
Mailing Acldre••:
P.O.Bo"l~
Charleroi,Pa.
15022
18
November 6,1972
Telephone
483·4232
Area Code 412
Russell Marino,Agent
Office of Register of Wills
Court House
Washington,Pennsylvania 15301
Re:Estate of Frank F.Paterra,
alias dictus,deceased.
File No.63-71-1219.,
Dear Mr.Marino:
I enclose herewith,to your order as Agent for Commonwealth
of Pennsylvania for collection of Inherimnce Taxes,check
of Patricia Kolodychak,Administratrix of the above Estate,
In the amount of $605.60,covering balance due,in the amount
of $595.76,and interest from July 28,1972 to November 6,1972,
in the amount of $9.84..
Please issue official Commonwealth Receipt for this payment,
and mail in my care.
i;l~urs,
Victor E.
VER:bjm
Enclosure (Estate Check No.139)
cc:Patricia Kolodychak
.'
-
p",.,·1
r~-.-,,;1
','
DEDUCTIONS
THE SUM OF
iI..i
STATEMENT OF DEBTS
AND DEDUCTIONS
File No.63-71-1219
Frcink:L";Pci.'t ~'Tr cl'L:.;ii:ifif's dict US,dede.~sQd.·,j~·jNor:trf-Ch:ar1e roiESTATEOF'LATE OF -'-_
AND AGENT OF THE COMMONWEALTH
OF __---".:.:./_~COUNTY
IForm R~C ·10
"'>...
...'OF~JC'E OF THEV~,
,RWirSffi.~if'et:ffl
October 28,1971
DATE OF FILING APPRAISEMENT OATS OF DEATH
Frank J.Paterra.et ale ,DATE NO.OF c:::nnc:::n-r Familv ExemlJ ....J.vu.AMOUNTVOUCH"1Pl -"';-""r1
~ussell Marino,Register of "1,S)()00
Wills Probate fee,etc.,...$30 00
~ashington County Reports Legal advertising,,14 00
OChe Valley Independent Leqal advertisinq,,12 75
IF.J.Buckley Aqency Initial Bond premium.,/10 00
lRussell Marino,Register Nine short certificates 9 00ofWills,
IRJlssell Marino,Register or..-Wills Filinq fee of Inventory,etc ,17 00
lRussell Marino,Clerk O.C.~Ini~~at~g~t~~p~~ses,75 00,
~lizabeth J.Mugrage,Notary
Estate notarial services.$10PllhliC'.--see feo.l itAliC."'''.'c:.CH""'IS~"~c.uau/~cla'fm.'Z.1G:183 .49jratriciaKolodychakAdministratrix's commission
!Victor E.Riva,Esq.Estate counsel fees,•3,000 00
jFranc1s c.S.leza!<J:lunera.l (Home Comolete funeral 1 7f..()lA
~atholic Cemeteries Assn.Opening grave and canopy,•155 00
Charleroi Vol.Fire Dept.Ambulance service,•12 50
Reimbursement of monies owe<
T P;:l"f"O,..,..;:l son to him by deceased,•227 36
Kinder and Mollenauer Balance of past account,"80 21
Dr.Richard A.Padovani,Balance of past account,•44 00
I Dr.Richard Perryman Balance of past account.,32 00-2.~Dr.c.c.Altman Balance of past account,"j 00••••••.1
Vic-Moyer Lincoln Mercury Balance of past account,~50 35
Internal Revenue Service 1971 Federal Income Tax r 21-4 37,
lPa.Department of Revenue 1971 State Income Tax,~41 06
lPatsy A.Caruso,C.P.A.l'ee IO.L lJrelJd..I:CU10n Or J.';Jr.l
Federal and State Inceom -
Tax Returns.,.25 00l.J;J.teres"t J?aymen"t aue 'to late -IInternal Revenue Service n~ss in f11ina federal incorre
\Tax 'Return,1 39'\,,
Continued to Page 2
COMMONWEALTH OF PENNSYLVANIA }
___8S:
COUNTY OF
I,-------------------HEREBY CERTIFY.THAT,TO THE BEeT OF
~y I(NOWLI!:DGE AND BELIEF,THI!:FOREGOING IS A JUST AND TRU E SfATEMENT OF DEBTS.FUNERAL EXPENSES AND EXPENse OF
ADMINISTRATION SUBMITTED TO THE EST~TE OF -D ECEAeED.AS DEDUCTIONlii FOR
INHERITANCE TAX PURPOSES.
____________________(L.S.l
SWORN AND SUBSCRIBED SEFORE ME THIS ,--_DAY OP'
--le __
Page 1
j
$
$------_.---_.-----~-_.
$---
IDateof~eath -,--.:...t'.=::C7__'__-~!!!:!·c:..:/&:::...--.·.,....il:-.,..:...,/_
\No.-l..g71-12J9,Term,19_'_,A.A.
)Docket-.6~~",120"--,--'_
CALCULATION
Gross V:ooue ......__
TOTAL DEDUCTIONS,$
Tax,),----.
able.::.)
1~.)__~.----------
.0"';;'
Deceased.
--..----.--..--------...----.'--..:..------,........----.......--------,--$---'---'-----'-----------------
$_._--
Total Tax.__......,.....................__. .__.......$_('fir ~~!7..',
Less.amount previousiy.palid __..m _mm.m.~m__mmmmm.m__$.~+'.t£oO,~.,>S'~.7c,
q~-~
"D >'..~o.
~~\..:l,."------"_-:c..._
>:$.:...-_._-_.
\."$
}$-_.---'-
GRQSS.VALUE "__.__.__'T __"__.__.$--:__
7'~O,.QlD
100,{ptL
.?*'!'~giN'·"'"''.,,,.,'.~.~:~,~Q
$---_._---~
$
$
$
$-'------'-~----_.
TAX PAID ON ACCOUNT
In the matter of :the Audit of AccountfilE!din the Estate of
NOTE:.;The fo1l6W~credits claimed in the Account are
!held not deductible ,als against the tax:'
------------------.-------
Add~tiomlDebts and Expenses per Audit;;"'-"'f!',_--,',t.,'
----------------------
Additionial Assets per A .ount,Subject'fo Tax.....__,__......,.........:..__,..--.------......--.----.~...--....--.--......__...$.
.'11,)
Additiona,JAsset Audit,Subject to 'Dax ....,".'".K·'-,"'..
·W'.~!-:
CR.~-',_1t
,-l~'i-.'.:__-J,".-.',-:;Debts rand Expenses per Account;.see Nok
DR.
To appraised V1alue of Estate:Realty --________.~,,--$-2~""':~:::c.··;ctP9':..::'~,!L."'"'.<5:~"f!L..::·O:.....:::·O:..-·.::....,.=.0--,-.
Personalty __.,c __•.______.__.•_____.$__~/--olLL.·~~.....:.t~~.~:c-...:!..'9..!..·•~.e-~<;..!..it _
Frank
.F.F.
TO THE AUDITING JUDGE:
Enter my 'appearance for the Commonweal'th of PennsylViattia,claiming tI'ansfer inheritance tax in the above estate,as follows:
.Paterra,Frank F.
'"~~~'I~~;-A~ORPHANS'COURT,OF WASHINGTON COUNTY,PENNA.
~.
'iI\Cl.
Balimce..~----..--------.--,--------..--..--,:----------. .'$
~~~'~~;::<~""'1--daY'F "%_-I
TOTAL.TAX'AND INTEREST DUE :__. .__.__..__$
--.----'----'----.--'---.-c-.•..c.·....·..(S).l.-;':>
/7}t:e>d.,b.-/'17 ?"'s'~L~\..'L_c~:-;Jff;:;2~)~
1~,;,;:-,~li."_,,.""';"",..,J,.£,"',.J.,~:~iII!i;;,_i,'i~o:t"i;""..•,;:&.;,Iit.±"i'L.·".'J~",,,t~~~~c;z)
.r.e-......·~·r
\..
"
l-/
t..
Noo •Term.19 __•A.A.
ESTATE OF
Deceased
PRAECIPE FOR APPEARANCE
FOR
COMMONWEALTH OF PENNSYLVANIA
~5
,..U-'V .,
.00 r
26)500.00
1 7}1 6 9.84
859.75
li4,529.59S
4 4,5 29.5 9 T
r PRESENT RECEIPT'"WHEN LIFTING INSTRUMENT
---='
Washington, Pa.,..Lt..-::.t....~~!••••7..2..r....19 .
RE:~V~30:~.~.y...~~::I.~~_.
:.:-;:;:;~=:;~~~~t,~~~~-p~~.._--;~~=-t;:~~d,d
.,,'"I~~~?J-v.....,4--
State Tax $~.~~..¢7~
1.00
Certificate and Seal $....................TO
Registration Fee $__..
Satisfaction $ .
Total ;:7£~:-
State Realty Tax ..,$.
~eds
I
l
.~
Q
l
I
I
i~
i
I
1......._-----------'----------------------------------
·c....:<";:~;
.,
~.,
r
•~-..".-.-
l\ffi~autt {@f 1£xrtutnr ®r 1\~mtutatrutnr
r ~:::fO::::::~a::}ss:tUe 1tQ,':1::
3:l!!Personally before me,the under~it~10~Oiil~thek--m.--..m..-----------.----in and.for said
'<N County and State,appeared :who,bemg duly
~»~~!S sworn aWi~gPitiMep<t1Uid~lt he is the executor or administrator of the es-
~:i;:tate of ~deceased,that the foregoin1?fli..~itifAi;u'\i.a 4lotus.
g :-0 complete inventory and appraisement of the real and personal estate of ,~~~deceased,except real estate outside the Commonwealth of Pennsylvania;that the figures opposite
::;.z gs each item of real and personal estate in the foregoing schedules are determined and stated by the~~:z undersigned to be the fair value of said items as of the date ~cedent's death.fised upon a!:&just appraisement ~f each item m~de by tU'bove named ~Administrator.
Cl ?"~wornJ~:s:~:7bed before me thIs {/1 }-:-1~~~~f ~.··~~····.····rJ··9 m.~~J7···················]ICJ!1fmtAd~i~i·~t~~t~'1x··········.r,·····~r<7'-·····.···.
ADDITIONAL ~NSTRUCTIONS
1.An inventory must be filed within three months after appointment of personal representative.
2.A supplemental inventory must be filed within thirty days of discovery of additional assets.
3.1 Original and 2 Copies and 2 RCRI-34,Under $10,000;1 Original and 2 Oopies and 2 RCRI-33,
Over $10,000,including Copy of Will;1 Original and 3 Copies and 2 RCRI-33,Over $50,000,in-
cluding Copy of Will and copy of Federal Estate Tax'Return.
REFERENCE FOR ADDITIONAL COpy
Act of 1947 P.L.513 S~c.5.2,72 P.S.4844.2
.3Ju~rutnrg au~J\pprai!lt~rut .of the goods and chattels,rights and credits which
'Fr••·"te~••lU.d1~$·"tforthCb••le~o!were of :.late of ..
Washington County,Pa.,taken and made in conformity with the above affidavit.
1,990 12
6(1
2It~JS 68
956 OS
5S 3&
-4~107 .91.-
.747 59
DOLLARS
,£RIOJA,atAte
.Cau•.:be1.,.balauce1.·,8ayl'ri1a lMcCUllt Ho.10120.tdate of death
1ft ..of dec.Cleot .atQu1fto1h,....1".'·qa aDel Loen
·AS8OCUt1OQ,Chvlel'ol.p....'.•.986
J'''''--;.:''
•.,','._,",_"_",.'."'.,.'""'C,.."",".'-:'' "','"..,:c ' ,"_"'I·Re,t'!~~Dt.~f..~,...I)IJ:'e1~.~ft Wf~·J~.\1".~CO••policy1~u.~(l·\~!~~(~1...,'f~~~.~ti~'••1'C......lc._dieal ex-
..P.Il••'i,·.~.aaeed.by 4.eehntin liftftitNt.eo
~t~~,!~8.-'t.,.,Jn8uh~ceeo,,·;"fuM·otU.~"'4 ~wadllt
to eaoeellettoa f:ifautOlllobUeliab:U1tY.poltcy.2
',(,sh.'.~~aa balaaeeto(hetkt..Aot:OUJlt .&0.15."'1'-5....at the;.l1tl~~'~.t Pa.Oille-ot VUon ..tlonal .*of P£tt.~f'~iit:_.'ofette:t.,...t.9
t4heeli.,.P1ttsburgb ...1 Co."••f~htMia...,cheCk,'''2.
h4~lftPt1C)n value otaet1I'_lltiivl,,1 Pl.."ltb •••1t...P1tts....
bUt;'Bb .8te.,1 CC)'tp ..11 .:.'.
,aw....,1ok C..-p_•..t_cu'vtde*l·4ecl.,.4 008t.k 0\IfM4 by
4.oed.,at,
"l'Ud.ra*1~¥f.IlI$u £o••4.atllp,;.ocee4.",able to let.ate,
Jht'~.t .~.~cltee4••t 1Q ~pl••ot.Whtel·l_~Pttt~~hlt"l
Al~enport·!.f.mploy...F.ete"CMdit lmtOft..".'v;',' "'-'
'.Jiltereet ofdeee4et.tt ttl8avt...plAlJ~of Amft'1.o I......rUM.·tio...'.".."
...1't.....P1ttsblqli {;t.1C~..!til'~t Pl.1i,stOCk .-.'.-04.betaalitereat ofde~dentih......
Sub-tottl ~.f.t4 tOl"faH to Pqe 2..
,,
CENTS
78
so
21
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