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Home My WebLink AboutOC1968-0610 - ESTATE OF MENTZER-. RCC-Sl (6-73) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS HARRISBURG 17127 NOTICE OF FILING OF APPRAISEMENT WILLIAM-,-.MENTZER (Executor or Administrator) IN YOUR REPLY PLEASE REFER TO Inheritance Tax Division REGIS MENTZERInRe:Estate of _ WASHINGTON County -File No.__6-=3:--...:.6..:..8-_6:..=1:...:.0 _ Dear SIR: You are hereby notified that the.-;:;::;=-=-::==:O:=R=I_G_IN_A_L _ appraisement in the estate of R_EG__IS_M_EN_T_Z_ER _ has been filed in the office of the Register of Wills of WASHINGTON County on NOVEMBER 25,,19-'Z5.,Said appraisement reflects the following valuations: Real Estate -----«3--1c,1"'-9,L.5.....,.:...:::0=0 _ Personal Property _ Transfers _ Jointly Owned _ TotaI ------------.-34-......]9;t.,5",LJ......OtloO'--__ As to such tax that is paid within three months from date of death,a five (5%) percent discount is allowable.As to any tax that remains unpaid after nine (9)months (fifteen months when death occurred from December 22,1965 to June 16,1971,inclusive; and twelve months when death occurred prior to December 22,1965)from date of death, interest at the rate of six (6%)percent per annum is charged. Any party in interest who is aggrieved by this notice may object thereto within sixty days after receipt of said notice as provided by Section 1001 of the Inheritance and Estate Tax Act of 1~61,72 P~2485-1001,P.L.373:-,0 Dote 11-2 tf-7J Signed ~~ Title ~Ly W~7I DATE OF DEATH:DEC:El1BER 17,1967 Note:This is not a bill. ESTATE INSOLYmT RCC-39 (5-68) COMMONWEALTH OF PENNSYLVANIA TRANSFER INHERITANCE TAX RESIDENT DECEDENT SUMMARY Es tate of MENTZER,REGIS (Last Name)(First Name)(Initial) DATE OF DEATH 12-17-67 FILE NO.63-68-610 REPORT OF INHERITANCE TAX APPRAISER WASHINGTONI,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". Dated:NOVEMBER 25,1975 INHERITANCE TAX APP'AISER "AL-lNz~'~.. VALUE AS REAPPRAISED $-------+-- REPORT OF THE REGISTER OF WILLS VALUE AS REPORTED $------!--- 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 ~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,-~-ep""'t""a""-'those items where a greater or lesser amount is set forth in the last column to the right in Schedule "F",w 'ch greater or sser amount represents the sum allowed as a deduction. Valuation of life estates or ,.. 1-. ..(*)As evidenced by Charitable Exemption Certificates issued by the Secretary of Revenue. _c $t. t= $ $ C $ COMpUTATION OF TAX $--------+-- $--------1--, , $--------+.:...'-- .$--------+"--- $-------+-- ___---Jl- TOTAL TAX BALANCE :----_~PAID $L BALANCE OF INHERITANCE TAX DUE Add interest at rate of 6%from_____to _ AMOUNT OF ESTATE TAX ASSESSED $---------1 Estate tax paid $--' BALANCE DUE Add interest at rate of 6%from ------It'o----- TOTAL TAX FOR USE OF REGISTER ONLY Tax on-$-+__2% Tax on $4-__6% Tax on $--------4---5% Tax on $~OOh Tax on $15%' Exemptions========*==Total Estate ---J - Less tax previously paid $======~ BALANCE $-------4 Less 5%of tax if paid within 3 months after death $=====~== 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 ~Administration ~No Year . IN THE MATTER OF THE APPRAISEMENT OF THE ESTATE OF REGIS MENTZER Deceased Late of . County of JMONDNGA~ WASHINGTON Commonwealth of Pennsylvania REPORT AND APPRAISAL ~ ,\ .\ 101 Of"AC'I'OF JUNE 145.1961 / IollJ A A'n .I;Ul'I (FILE IN OUPUCATE WITH COpy OF WILL ATTACHED).(03-tg--~/lJ OFFICE OF'THE REGISTER OF WILLS ./ County of . ,.,~~~~~q~~~,. \.'l,~~~~.~~.~~~.t,~~~.,....,....',.....".....,.....of J?~,.9~.~~~.~:¥.A'?~,·.~.M'?~~,I1g~h~~~~.~~!., (Nr.me)(Addreu) being duly ..~~??:~_...._.according to law,deposes and says that he is the__•.~~~~~_~~_~_~~.~~?:_......._ (Exec"Adm"Lega_,Etc.) of the estate of_.R~g~~~~~~~_~~__._.__.___._..__whose last residence was..?§_~_.•.9_C!~.~J9.Y...Ay.~_!_~__...__. (No.)(Street) J:1QP.-Q~.&~h~J~.,--J~C!.~.__.._.._.deceased,and that the whole of the estate of said decedent,who died .~~.~~..._~Z_L..~~§.? (City,Borough or Township)(Date) consisted of: REAL PROPERTY REAL PROPERTY IN PENNSYLVANIA.WITH STATEMENT OF MORTGAGE ENCUMBRANCES UPON EACH PARCEL AT DEATH OF DECEDENT WHERE PROPERTY HELD AS JOINT TENANT OR TENANCY BY ENTIRETIES.GIVE NAMES.ADDRESSES AND RELATIONSHIP OF OTHER OWNERS Real Estate Estimated Value Real estate located in the Faist Ward,City of MOnongahela, Washington County,Pennsylvania,known as 768 Cassidy Avenue.$3,195.00 u t ssessment 1 065.00 3 x $1,065.00 or $3,195.00) Personal Property NONE NONE I I i . I .'. ~.~•l.;.••r__._'.l ~ .'....'"'~....".~'- NOTE:You may expedite the processing of this return by filing with it,and as a part of the return, letters from financial institutions or mortgage holders,certifying to amounts on deposit or owed by the ' decedent as of the date of death.Such letters must be signed by a responsible officer of the financial institution or mortgage :holder and indicate clearly amounts of principal and interest in the decedent'~ account at the date of death and the type of account,account number and the exact name or names it which the account is registered.' Jointly Held Property NONE Estimate~· \,Value ..... I I-1- ~ T__ra_n_s_fe_l_,s_W_i_th_i_n_T_W_O_Y_E_A_R_s_p_r_io_r_t_o_D_e_a_th......,-~------_-;._;-_~_,d,..,.,.;,r-------------l-----'---- --=-N.-..,;:O'--N.-..,;:Ee-,----,.-----,----.,-,-----,,---------.,---i NONE ;"'"._'",~:_---- -------------------------------------------ir-------- j That at the time of death there was no safe deposit box registered ih decedent's individual name,or jointly with,or as agent or deputy of another,or in decedent's individual name,with right of access by another as agent or deputy,with the exception of the following:- o-J RELATIONSHIP OF JOINTNAMEANDADDRESSOFBANKOROTHERINSTITUTIONTHISSA.-E DEPOSIT BOX RENTED IN WHICH DECEDENT RENTED A SAFE DEPOSIT BOX IN NAME OR NAMES OF I HOLDERS TO DECEDENTINONE ---"--- 0 - BENEFICIARIES RELATIONSHIP SURVIVED AGE OF LIFE BENEFICIARIES AND ADDRESSES (If step-children or DECEDENT TENANTS OR INTEREST OF (State full names of all and their addresses who have illegitimate children STATE YES ANNUITANTS BENEFICIARY .' an interest,vested,contingent or otherwise,in estate.)are involved,set OR NO AT DEATH OF IN ESTATE forth this fact.)DECEDENT Theresa Connelly Sister Yes J.V11;;.Leoanon,rae J~egi·~~nt~er Brother Yesel.n ,.•Va. w~t tlX 8X82tKtlX X'laB It.xtlleRxxex Florence Mentzer Brother No Albinus Mentzer -...... 1.1"-L'V Clem ..-..!\Tn Cecelia Wright Sister No - ---- I I ,"'-)<'.,." p ji.::aw .'\RFr~IDENT DECEDENT 'DEBTS AND DEDUCTIONS CLAIMED NOTE-I--'bi&t first five items in the spaces so provided,observe notations thereon,and instructions. Funeral expenses paidL.M.Frye Funeral Home ..-D_E_B_T---::O...::.R'--C_L_A_IM -.-'-N...::.A.:.;:T:....:U:.-R_E_O_F_S_A_M_E -.----::A.:.:M...::.O-'-U.=..::.;N...::.T..---mTHIS COLUMN fltEGISTER ONLY $1,495 95 $ Eetters of Administration Family exemption (will not be allowed unless decedent died residing with a spouse or children.) Administration Expenses • Counsel fees • 16 00 Fiduciary commission * OTHER DEBTS AND CLAIMS (*)See Note below The Daily Herald Advertising 12 50 Washington Record Co..I~dvertising 12 50 Kurtz Monument Co.Grave Marker 108 00 (Owed by decedent at the time ·his death)New windows. (Paid by Administrator) National Ambulance Mercy Hospital . Ries R:oofing Coppi Construction Ambulance services "i Hospital services l ..~Owed by decedent at the time ,.his death):Repairs to roof. (Paid by Administrator) I !ofl Io~ I 60 00 90 20 475 00 975 00 Isears Roebuck &Co.Replace furnace (Paid by Administrator) 895 00 Total $4,126 7C ¥,I"IIO ,lIS .2r~~ad./t?:b~.~",~~~Administrator)''-o-':"r7~ ..7 ~~..C.~~~.~~.Y..~:V~.~~~. (Street Number) .'~~'<?~~~~'~~'~"".~~~..~.~?~~. (City or Town and State) Subscribed and sworn to before me this . 31 ~.75 ...............:~.da~M;R~N;;o::~;~:N'h~P"Ii, . . .~"MO.10f.lrr&hn~3;·\I:'rs~iirrgtan Co.,Pa My Commission Expires ' July 14.1977 Note:The estate agrees to advise the Register of Wills if the amount actually paid in settlement of any fee,commission or debt is greater 01'Jess than the estimated amount claimed and allowed. Having been duly sworn according to Jaw,I do hereby~bove appraisement is made in conformity with Jaw on this....................t2f:~dayof ,~.."1-,19.7L ........~!~. ApprAiser In the event that any future intel'est in this estate is transfeITed in possession 01'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'inheri- tance taxes at the lawful collateral rate on any such future interest. REPORT OF THE R GIST R OF WILLS I,the undersigned duly elected Register of Wills in and for.. .............~......County,Pennsylvania,do respectfully report that I have allowed debts and deductions in the amounts claimed by depon t,exce as to those I ms where a greater or lesser amount is set forth in the last column to the right in said schedule above,which greater or lesser ou1 represent the sum allowed as a..deduction. Dated:........N.0\'.2.5 JS7s:RY~~n~.~,~A·~·IN·-:....... ..............'.11.W~.~~.......,.,Register of Wills / I.'Q .,,,.N;.RcC."1'.""-I*' ", ~:4l .oj --i~f '"~1 Will I 63-68-f\lO/4dministration SNo ""Year . " '';IN THE MATTER,OF THE APPRAISEMENT OF THE ESTATE OF REGIS MENTZER .:-...... Deceased ,...,...'.~-.:~."~.-- JiY/ 1\/\j/1') - 'Late of ~~~.~.~.~.~~~~~~~e:~~.. County of 'Washington '.......:,~. ! Commonwealth of Pennsylvania , j REPORT AND'APPRAISAL, I ,, .c, ,J ~.; '-j ~1 _J - RCC-2 (2-64) COMMONWEALTH OF PENNSYLVANIA DATE NOVEMBER 25,1975 ~.-.. DEPARTMENT OF REVENUe..RESIDENT INHERITANCE TAX COUNTY WASHINGTON BUREAU "OF tO~NTY CaLL ECTIONS HARRISBURG,PENNA,17127 APPRAISEMENT FILE NO.63-68-610 Whereas,REGIS MENTZER late of MONONGAHELA in the County of WASHINGTON Commonwealth of Pennsylvania,having died on the 17th day of D:Er:EMBER 19...22.-,seized and possessed of an estate subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania; Therefore,I,FRANCES 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 de·cedent after the expiration of any estate for Ufe or for years,the Commonwealth hereby expressly reserves the right to appraise and assess transfer inheritance taxes at the lawful collateral rate on any such future interest. Unit AppraisementDescriptionofAnetValuesMadeforInheritanceTaxPurposes $ REALTY: SAe conv of Rnnraisement ':S.lg5.00 '.ESTATE INSOLV~T I I I " > Having been duly sworn accord;tg ~aw,I do hereby certif~that the #~bove appraisement is made in co!!: formity with law on this 6l "day of ""'.fl ./l .//7 197J ....______.....=H h 4.--.-"0 /ht:fl..'-- ()j~1,;;1:;:::)~A',/J -;j )Jj~J~pprai8er ,---.at l~m'2 and $~0 Penna. (Post 0:1"1 , WASHINGTON County 19~ RESIDENT INHERITANCE TAX APPRAISEMENT Estate of REGIS MENTZER Deceased. Late of MONONGAHELA Date of Death,DECEMBER ~7,1967 Appraisemeflt Docket Vol., Page,No.63-68 610 Filed in Register's Office,Nov.25. A11UJunt of tax due,$_ DEPARTMENT OF REVENUE Received, Examined and Approved,_ Wrote abo.ut Appraisement, Appeal ft-om Appraisement,_ Entered and charged,_ .r. ~ '., .. ·, FORM 67 REG.WILLS REV.1-50 Application for ilrttrrs of Abtttinistration on thr Estate oL ,d?~~. ;::··:;::~~::::z;;::::::=:::::::::::::::::~~:~::.;~;:.~;s:~;:;:;~;:·:;·::::::··~::: Wl11~'?W 7?/~/>_•personally appeared :::;(,'£.'~::-~:7 .:.;:::.:::,:::~.. who,being duly sworn deposes and says that...~~.. age ~~9.,having..:~last family or principal residence at z.£...f....c.~.~.~.~et and Nvnber) .........................-...~f«--.,Washington County,Pennsylvania,died intestate a~.h ~::;::e;.6.~:~.:e.'=,on th~.r.2day of ~. A.D.~19..6.',2 ,at..~~,:.},Q P..,..M:,possessed of personal estate to the estimated value $=;.7..,and of real estate in the Commonwealth of Pennsylvania to the es~ted value of $Z~.atr ~::::,situate in i~)/~:~~~~~.. .....................~~.. The'names and addresses of the decedent's surviving spouse (if any)and other heirs including heirs by adoption)are as follows. .REI.ATIONSHIP RESIDENCE .........,.~¥~h 2f.~..r 7.f:..'f.;~.....I.!='F!1 ~):M.L~~...L~:................p~ .....:~~6~7..f.~~1 ~'jH&~~, .......~~~····1..·2..f....'},c.r-:~:..··~·····~·················..~·······~~)(:27;······::::::~b~::::::::::::::::::i::=::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::: That deponent is over 21 years of age,resides at 7~.............~~f.:~::~7l ...........................................-:.~e..~.. d a resident of Pennsylvania,and respectfully applies for Letters of Administration upon the Estate of said decedent,no letters having been previously issued thereon. Sworn and subscri ed before me this.....;?..?.~~ P,r day of ,A.D.,19 ?'. ................g:?::~e.£9="'S!?t.~.. .REGISTER COMMONWEALTH OF PENNSYLVANIA}SS: WASHINGTON COUNTY, And now J.2 ~_,19!.~mes.:J.(.:::..~~_. who being duly sworn doth depose and say that..will well and truly administer the goods and chattels,rights and credits of.~.6?::..;~~¥~,deceased, to the best oLb.....skill and judgment in strict compliance with the laws of this Commonwealth,mind- ful of the laws relating to inheritance taxes. Sworn and sub ~ribed before me this...~...?:~ day 0 . ...~,A.D.,19..6..£...~..............................................................~. REGISTER ,. Aft'./t.j()1 ;kG 3 -C P'~G /d APPLICATION FOR Letters of Administration ESTATE OF ............R.~.g~.~§3:;J,.y.~.~.~!.r.I~.P.::t.~~.r.. .Deceased Letters............R $ ............................................... P $......../$"'Or C/.................... Extra Alias $. Certificates ..f.d.~$/~<::. Renunciations $.. ::::.......................$.. .................".~.........................;-fl·....·._~................6 v Cl Total ---~.•.._,:;.;;-_....•,.;:_ _::::::::::::':::::::::: .._-.-•;-::"-(..L") ~E1:n b.:':g~!f]i ~ (;}'J)".-•f.<.n _.nim fD~_~ :ui-I\)r--9::<-.~:g =!?rnEil:j c:;j;~-~~......9.r.............-.........'''Att'~;~~y''''''..-~0 I ..... \. l., I I ~~~(p~ .~-dl/1 , Estate of .Reg1s Sy.lv.es.te.r Ment.z.er } No.. late of MQ.~Qpg~Q.~~1J.,,Deceased ..of 19....,." KNOW ALL MEN BY THESE PRESENTS, That we,..W!:lJ.1~:rn...~~ntz.'.:r....~.a ~r~p.9J.P.a.~..!ln<;l tJ'P:~.1;.f!g ..$~.~.~.~.~.,..:f,~q.,.:JJ1;.y'..~;n..g ......~~a..~~~.~l <!C?.•....1311.~.~.~~C?~~.,~~~~~.~1.. 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 swn of One.'rho.u.sand 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,-admiilistraJorsr-:successors ana"""'assigns,and each and every of them,firmly by these presents.Sealed with our seals and dated the2.2nd.L day of ......AP~.~~A.D.,one thousand nme hundred and Suty.JUght . THE CONDITION OF THIS OBLIGATION IS,That if the above bounden . ..............;Wj,.:U~~"~t ..W~~.~~~r . Administrator.................................................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: ._-------------------------------------------------------------_..._---------------------------_.===::::~~~~~~ ....................................................,.........,(SEAL) Co. i'tutttttttlt of &Ufdl1 I,-------------------------------------------------------------------------------------,surety in the sum of $~~___________on the administration bond in the estate of --------------------------------------------_:,say that I reside at -----------.--.------------.-,.----------------------,Washington County,Pennsylvania;thkt 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._'. --........ P.O.Street ------------------_._-._.-..-._--._-_._----_.__.__.-.-_.__..._._..._-_.-----.._----------------- &tutttttttlt of ~urttt! I,-------------------------------------------------------------------------------------------,surety in the sum of $..on the administration bond in the estate of ------------------------------------.---------------------------------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. ,•.................._--_. ••••••M _ Street P.O. COMMONWEALTH OF PENNSYLVANIA,}ss:WASHINGTON COUNTY, And now ..____.___. .19__._.........comes .__ ____ _.._.___.__...__________..__ who being duly sworn.says that he is acquainted with the financial standing of the securities to the within borid;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 __.__._--------_._---_._---.----.._--------_._-------------_..----_.-------_.-._-------------._---- /I/O! ~3-tg-~/cJ No.._-'_'iO_l _\." • r A~miui!itrutinu 1Bnu~ IN THE ESTATE OF ,.,,,/ .---..R~_&~.~.._:§y.1y.~_~.~~.~~~~_~~.~._. And now ..Ii ~_~.:__f,__d.l.__.._....,19_~_t.. Bond ap~~-l.etters issued to.~..oc->t~ (. ,.--- I IVt\) ::U >- m:;:;:)v ---..-----.-_..-------------C·;-=--------;::-:3--------------1-_.~--._.-.--------u)• if>(J}r;irn ~....v-:- CJ ----·--···-·---------··~t·-------;-·---··-·-r(T·--··-·---.-- e;:?'..l -:a --·---·-----------------~~·-------!~---··------·----R~gi~t~~·· I. o \.0 Bond Book t:J-Page 2.!/.7-.- BADZIK PRINTING ~9 DONORA RC C-4~(2-69).'COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS REQUEST FOR LEGAL ACTION Bureau File No. _W_i_l_l_1_anl_,_He_,_Jl_t_z_e_t'_.,residing at 768 Cassidy AVe.Monongahela,Penne.. in Washington County,is the,__-=.Adm:=ll'1!!!!!ll1!!..!n.uill!..lsii!.!t!ll!ArILl8ioLtIlllJOlL.r....._ __R_eg=-=l=s---,-S-,,__'_Men...;:'::::='t=Z=et'=·.'---,who died on 12..17.67 of property formerly owned by in Washington County. The attorney for the estate is Joseph Benedict 253 W.Maln St,.Monongahela,Penna. The above named Acbn1nistrator whose address is ~-- is in violation of the provisions of the Inheritance and Estate tax laws of the Commonwealth of Pennsylvania in the following respect: 1 -[]tFailure to file an Inheritance Tax return on or before _~Ma~r:~c~h!.!!'·C-...!!lw7~.Lo1!!o..9iii!!..!!!6~9c...-__ 2 -0 Failure to file a copy of the Federal Estate Tax return on or before _ 3 -0 Failure to file a copy of the Federal Final Letter. 4 -0 Failure to pay Pennsylvania Inheritance tax due in the amount of $__-:.-_ on _ I have made the following demands for compliance without results: Date of demand Name of person contacted Title------4-22.75 At.ty.Joseph Benec11.ct Atty. 5-7....·75 William Mentzer Adlnt'_ 5-19•.75 Atty.Joseph Benec11ct Atoty. 5..19....,75 William Mentzer Admr. before it became del inquent Method of contact 10 day notice 10 day notice Rcc 121 Reg.,Mail Rcc 121..Cert.Mail A formal notice of demand was sent to the taxpayer by certified mail.This demand has been ignored.A copy of this notice together with the certified mail return receipt is attached hereto. I recommend that the following legal action be taken to compel compliance: 1 -C A lien be filed with the local Prothonotary against real estate owned by the decedent. 2 -I!J A petition for citation be filed in the local court. 3 -0 A civil complaint be filed in the local lower court. Additional remarks:~_ 7-16....75 (Date)(Signature)(Title)