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Home My WebLink AboutOC1971-1265 - ESTATE OF MAZZAOlnmmnuUttaUq nf JltUU!lYlUauta.} lIaBqtugtnu arnuuty.BB. KNO\V ALL J'vIEN BY THESE PRESENTS:Whereas,at \V ashington,In the County aforesaid J I on the 28th.day of December A.D.1971 ,before me, Russel1iVlarino ,Register for the Probate of Wills and Granting Letters of Administration in and for the County of Wa'shington,In the Commonwealth of Pennsylvania, the last Will and Testament of John Mazza late of In the County aforesaid,deceased, (a true copy whereof is to these presents annexed),was duly admitted to probate;and Ronald Mazza the Executor II1 said Will and Testament named,having appeared before me and taken and subscribed the oath of office prescribed by law; NOW,THEREFORE,I,Rus S€11 IV1Hrino ,Register as aforesaid,do grant thcse LETTERS TESTAlVrENTARY,unto t he said Ronald Mazza committing unto Him the administration of all and singular the goods and chattels,rights and credits,which were of said dcceased,and requiring Him to exhibit a true and perfect inventory thcreof into the Register's Office,at Wa'shington,within ninety days from the date hcreof,and to render a just and true account of said administration at the expiration of six months from the datc hcreof,and to regard and comply with the provisions-of the laws of this Commonwealth relating to inheritance taxes. I~TESTIMONY WHEREOF,I have hereunto set my hand and the seal ..,of said OfJ:ice at,Washington,this day of De cember' nine hundred and Se ven ty One (I!28th.' in the.year of our Lord one thousand ."........ I,JOHN MAZZA,of Houston,Washington County,Pennsyl- van1a,being of sound and dis~osing mind and memory,do make, pUblish and declare this Will to be my Last Will and Testament hereby revoking and making void all former Wills by me at any time made. J FIRS'l':All just debts and funeral expenses shall at all times be fully paid. SECOND:All ele rest,residue and remainder of my estate,of whatsoever nature and wheresoever found,I give,devise and bequeath to my wife,ANN DUGAN MAZZA. THIRD:In the event my wife pre-deceases me,dies simultaneously with me,or fails to survive me for a period of 30 days,then and in that event,all the rest residue and re- mainder of my estate of whatsoever kind and wheresoever the same may be found,I give,devise and bequeath as follows: A.I give,devise and bequeath my real estate located at 306 West Pike Street,Houston,Pennsylvania to my children as follows: Ronald Mazza -1/4 interest John David Mazza -1/4 interest Joan Dianne Mazza -1/2 interest subject nevertheless to the right of Joan Dianne Mazza to live in the house during her lifetime or until she marries,whichever should first occur,which tenancy is subject nevertheless to the following conditions: (1)That the said Joan Dianne Mazza shall offer either of her brothers,with their families,the opportunity to reside with her. ~! j Ij 1i -, r !j j 1 i ~L_'.__.... (2)That in the event either or both of her brothers refuse to reside there with her she may at her discretion rent a portion of the house and after the payment of taxes,insurance and major repairs,she shall divide the net rent and distribute it annually as follows: Ronald Mazza -1/4 share John David Mazza -1/4 share Joan Dianne Mazza -1/2 share (3)That in the event Joan Dianne Mazza shall marry,then she,together with her brothers,shall agree on the fair market price for the sale'of the said real estate and at her option,upon payment of one,half of the agreed price,i.e. 1/4 to Ronald Mazza and 1/4 to John David Mazza, then the said Ronald Mazza and John David Mazza, together with their wives,shall execute a good and valid deed conv~ying their interest to Joan Dianne Mazza,thereby vesting in her,fee simple title. B.All the rest,residue and remainder of my estate, of whatsoever kind and wheresoever the same may be found,I give, • devise and bequeath to my children,RONALD MAZZA,JOHN DAVID MAZZA and JOAN DIANNE MAZZA. " FOURTH:I hereby nominate,constitute and appoint my wife,ANN DUGAN MAZZA,to be the Executrix of this my Last Will and Testament,to serve without bond;and in the event she prede- ceases me,I do hereby nominate,constitute and appoint RONALD MAZZA to be the Executor of this my Last Will and Testament,to serve without bond. IN WITNESS WHEREOF,I have hereunto set my hand and seal this _9"day 0 f December,1970. r---/:I"j !' Signed,sealed,published and declared by the above named JOHN MAZZA to be his Last Will and Testament,in our presenc , who at his request and in his presence and in the presence of each other,we believing him to be of sound and disposing mind and memory,have hereunto subscribed our names as witnesses,this ?~~}~~day of December,1970. • "",-1......,.. t".~ ~~~. .", \ ~J ~7/~/t~S-J i\ffibnnit (@f £xrrutnr (@r i\bministrntnr @ltutr nf Jlrnnayluuniu.t ss: C!tnunty nf Bus~ingtnn \ P all b f h d . d h'Notarv Public .d f 'dersony e ore me,t .e un erslgne aut orlty,a."ill an or Sal County and State,appeared B.QN.~.+.!P.W:\.~~.?L who,being duly sworn according to law,deposes and says that he is the executorxx~of the estate of ..v .;:[Qfg.'!~~.~~deceased,that the foregoing schedules constitute a'".~~o#plete inventory and appraisement of the real and personal estate of !J.Q.tlN.M.8.?!.~8 , cf!?~eased,except real estate outside the Commonwealth of Pennsylvania;that the figures opposite each itemgao~real~and personal estate in the foregoing schedules are determined and stated by the undersigned to i?&.Me the fair value of said items as of the date of the decedent's death,based upon a just appraisement of each ~'.g fern made by the above named Executor ~5tmim:.tfb ;::;~·s S d b 'b db f h'19th {Y;/Ji3~i worn an su scn e e ore me t 1S........................tLfoI.-"77/t<~.~~day Of ~!l.~+.y ~19 }..?:.l..··..r!::!J ··~·..~ga Exe~~ifu~~Kdgfi.tt .Ronald Mazza ~-<::.~i ADDITIONAL INSTRUCTIONS 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 Copies and 2 RCRI-33, Over $10,000,including Copy of Will;1 Original and 3 Copies and 2 RCRI-33,Over $50,000,in- cluding Copy of Will and copy of Federal Estate Tax Return. REFERENCE FOR ADDITIONAL COPY Act of 1947 P.L.513 Sec.5.2,72P.S.4844.2 )juututnrg uull.Appruispmtut·of the goods and chattels,rights and credits which JOHN MAZZA Borough of HoustonwereofJateof . Washington County,Pa.,taken and made in conformity with the abave affida1Jit. DOLLARS CENTS REALTY: 30 .001966FordSedan PERSONALTY: ALL that certain lot of ground situate in the Borough of Houston,Washington County,Pennsylvania,and being more particularly described in Deed Book 1284,page 830.$15,00 .00 Pittsburgh National Bank Checking Account #83-1-188949 Checking Account #83-1-189079 Checking Account #83-4-815127 American Investors Mutual society canonsburg Lodge No.127,Death Benefit washington County,Pa.,Federal Credit Union Independent Club of washington County,Death Benefit Independent Club of Muse,Death Benefit Order Sons of Italy in America,Grand Lodge of Pennsylvania,Death Benefit 7,76 .58 10 .82 17 .43 35 .31 10 .00 .18 .00 15 .00 .00 Prudential Insurance Company 71 .22 Internal Revenue Service,overpayment of 1971 income tax 2,48 .38 washington county Motor SLUB,rebate .76 Kissell Company,return of moneys held in mortgage fund escrow TOTAL INVENTORy . ·r lO B ~~92 lor 2l. 'a 3"-"I .'-,I.I .j "'I•.•I I .J ~1C-i-:0~I~ is ......~......<:j :~<:~ 1~~.,.. i:l::l ~Cl"'lr-~ ~~ltl ~~ltr:l ~ in Cr) ,tr:I ~~ i:l::l ~~:l:/)~~itr:l itl c;;" i"~0 ~ r ~"lj ~~.,.. I-' r ::"-.-...""..'.'. r '.....,'. -..''., , •('1,0 J -,#.\~••_.,'.. .'".""- .....~.,.' ,", r ,..( ,.. .",,-'\ \.,. .r ...;- .': ."L . ".-: ,. ,. STATE OF PENNSYLVANIA, WASHINGTON COUNTY,}55: The within named Accountant being duly sworn according to lawl depose andsay that the above account as stated is true and correct as h~verily believe. ~Sworn and subscribed before me this 1.7... day of J~J:y 19..7.'1:. .............~~(.. ROWENE E3ELlNG,Not Pilblie My Commis;;ifJr.Expires February 8,1973 Washington.Wasi:irgtcn County,penn\). Washington CountYI ss: ) .I I..I I do certify that I have given legal notice to all persons concerned of the filing of Ithe within account in the manner prescribed by Statute and Rule of Courtl as evidence by proofs thereof filed to No....1Jz_3_~1_4.~.3.3J.............I. Witness my hand and official seal this..Ol.!.-.-----------i.... day of ~"M<'\o."l\UJ~,-..--......19__7~. ---:=~~~~-~;~fWiii;. .... 'I:0 ~~1:l [)t::l r I L r=0<.1 P::!<.1 t._~i <0:~i '0 8:2 JUL 26 Ali 8 07OJ::>1 .. Ul C); ~tU ILl!OJ fJ!'-'I 0 (J~til OJ Rusrr·'t lunl'WEo<0 ...:>t._.•i·""h r~<F:Ci REGISTER OF WILLS..:Eo<---1 rn ..Nl N til F:C N:WASHINGTON CO .•PA.o.N ~iI:NCY)!~oi~!HiZ~:::r::0 01 0 I-J P::iz -....... s ~!o 3"§..::l0 !o ~g0 ~OJ :tI-l 1 0 .0.0 :<.1 .~~ f ~~0 \IJ I ~J:ils I 'C :0 ivOJ;:0 ~i~~1:§OJ'"~OJ (I)"..0.8 '"QJ0-1i1~,~~::l .;.Do0~~<.1 .'oj<.1 \S)co ..~<ll d~~-:a '"H...;~:.~~~.~.~,~~0 Q),i, ~.0 ~~...,0:0 ~Oi~ 'C t.:;H:~0-;~:<,., . "", -------~---- •l "., J , o' ';'-'l ;) •('.;>,,, " i -------- ~ ------.,.,.--~----- I, ~-== -=-=~~=.===-=-====. The Court is respectfully requested to determine proper distribution in this estate. BLOOM, BLOOM,ROSENBERG &BLOOM By ~e...tiL-t?'=,f-..--mJ I -jJ /. Counsel for Accouhtato " FIRST AND FINAL ACCOUNT O~RONALD MAZZA,EXECUTOR OF THE ESTATE OF JOHN MAZZA,DEC'D. The Accountant is charged with the following: ..............................-. Per Inventory and Appraisement....•..•.••....•.....•••$28,157.24 TOTAL ASSETS OF THE ESTATE •....•.•...........•....••••$28,157.24 TOTAL CREDITS CLAIMED BY THE ACCOUNTANT ......•........7,635.09 BALANCE FOR DISTRIBUTION..........................•...$20,522.15 The Accountant is credited with the following: ................................................................. Register of wills Letters Testamentary 24.50 Observer Publishing Company Advertising 14.00 Washington County Reports Advertising 14.00 Barnhill Funeral Home Funeral expenses 1,397.70 Catholic Cemeteries Assn.Scroll for marker 20.00 Pittsburgh National Bank Mortgage payoff 3,246.00 Joe Szupo Preparation of Tax Returns 30.00 Commonwealth of pennsylvania State Income Tax 46.17 Commonwealth of pennsylvania One Death Certificate 2.00 Ronald Mazza Executor's Commission 1,407.86 Bloom, Bloom,Rosenberg &Bloom Attorneys'Fee 1,407.86 Notary Public Acknowledgements 5.00 Register of Wills Filing Inventory 4.00 Register of Wills Filing Account 16.00 TOTAL CREDITS CLAIMED BY illHE ACCOUNTANT $7,635.09 Observer·Reporter WASHINGTON,PENNSYLVANIA ;, PROOF OF PUBLICATION In compliance with the News,paper Advertising Act of 16 May,1929, P.L.1784,as amended. Commonwealth of Pennsylvania,County of Washington,SS:;.. (Personally appeared before me,a Notary Public in and for said County i'f-- and State,~~~.~.~~X9.s..!!C.QW.~D who beiIlJg duly s,worn EXECUTOR'S NOTICE ..Vice':'Pr.e c:.';dent :~STATE 01'JOHN M'AZ:ZA deceasedaccordmgtolaw,deposes and says that he IS the >Pl....... ,late of HOuston.Washlnlton Coun· of the Observer Publishing Company,a Pennsylvania corporation.and its i~\tennsY~~.r~MENTARY agent in this behalf;that the said Com.pany is,.the'owner and pUblish~r of 'heea:~~e ~tate havin,been g~r:~ the Observer-Reporter,succ'essor to The W.ash~ngton Observer,establIshed ell to the undersicnen.all persons September 18,1871,and The Washington Reporter.established August 15.havin,claims against the estate ar~ 1808 a daily news:paper of.general circulation printed and publis,hed and requested to make know~the same.'....'..to the underSigned or hiS attorne!havmg Its place of busmess at Washmgton,WashIngton County,Pennsyl-and all persons indebted to the de. vania,where it or'its predeces,sors have bee,n established and published cedent ue requested .t&make I'ay' cOOtinuousIy for more than six months·prior to the publication of the notice mllnt to the underslrned without he·reto attached;that the printed notice or advertisement hereto attached·.delay.R,ONALD MAZZA is a copy of an official advertisement,official notice;legal notice or legal 1308 Coleseott Street advertisement.exactly as printed or publisl).ed in thll Qbslerver-Reporter in'BLO~ll:~bB~~O~~' its regular editions on the following date or dates;I~S~~~fn~~n&'l"~~;r'Mdr. .......................__J.~~y..~I.Y.7...t.J4 ~p..4.4.~..,,t.9..7..~:.............~t~~~~~~ton,Pa.15301 that neither the affiant nor the Observer Publishing Company is interested I'7205-Jl'rl-3pt in the subject matter of said notice or adyertising and that all of the allega- tions'of this affidavit as to the time,place and character of publication are true.'.;r-=:/..1 a t/[,1.rL.J-u..'7-d..f.J,t:?6~..-- --.-.-- ---.-~..,.._._.,--. Sworn to andsubsc~foreme t~)...~Of..~.~a..~~.~ry ....1972~t(:.{/!'/:R~~ WASHINGTON,WASHINGlor~COUNTY MY COMMISSION EXPIRES MAY 6.1972 Washington;Pennsylvania (PUBLISHED BY WASHINGTON COUNTY BAR ASSOCIATION) PROOF OF PUBLICATION In compliance with the Newspaper Advertising Act of May 16,1929, P.L.1784 Sec.3,paragraphs (3)and (25). COUNTY OF WASHINGTON1 SS. STATE OF PENNSYLVANIA ( Personally appeared before me,a Notary Public in and for said County and Commonwealth,CHARLES C.KELLER,who,being duly sworn,deposes and says:that he is the Editor of the WASHINGTON COUNTY REPORTS, the officiail.legal periodical for said Washington County,published weekly hav,ing its place of business at Washington,Washington County,Pennsylvania, and is acting as its agent in this behalf;that the said WASHINGTON COUNTY REPORTS was established on March 31,1920,and was designated as the official legal publication for Washington County,Pennsylvania,by order of the several courts of said County,dated November 11,1920;that the printed notice or advertisement attached hereto is a copy of a notice or advertisement, exactly as printed or published,which appeared in the said legal periodical in its regular issues on the following dates: ........~~.~.~.~!.~.!?Q,L.~?..?!.?..?.?... Estate Notices The Register of WiHs has granted letters,testamentary or of administration, in the following estates.Notice is hereby given to all persons indebted thereto to make payment without delay and to those having claims or demands to present them for settlement to the Executors or Administrators or their Attorneys. •• •••• ••• ••• • • • •• MAZZA,JOHN,Dec·d. Late of Houston,Washington County,. Penna.Executor:Ronald Mazza.1308 Cole- scott Street.Pittsburgh,Pa.Attorneys:Bloom, Bloom,Rosenberg &Bioom,200 Washington TrustBldg.,Washington,Pa,15301 I that the affiant or the corporation in behalf of which he is acting is not interested in the subject matter of said notice or advertising and that all of the ~.=~,mfum~ma~tMro~:=CQ~~~~ Sworn to and subscribed before ~~~' .....~.l!:.h....day of"'~"""::!.~;~'l""""''''''''''19....7.?.. ~7f~t..Y.hC.~0.:;;1 ...~~.~i!~:y~;:. JOSEPHINE T.SC!ArMNrJA Not3ry Public.Washington.Wa;hi~gton Co. My Commission Expires July 1,1374 ~lt .tij~Qtnurt of arnmmnu Jl~an nf lIanijiugtnu Cttount!} ®rpijann'Qtuurt iliuininn In the matter of the Audit of Account in / Est~te of JOHN MAZZA,DECEASED TO THE AUDITING JUDGE: 1265 of 1971No.~-- Enter__~O~u:!:..:r=__,appearance for Ronald Mazza,Executor 0 f the above captiOned estate .j15thdayof September N.B.-Counsel shall,by separa:te pape·r,present a concise statement of each claim,with 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 concise state- ment in that regard. &BLOOM ,19~ "vd "Or)N01~)l-\\\\S'ltlj'Sll\~\:~O 'r.r).l.S\~31f 0\4 \'2S V\-n3 Ssn'd \\1.\1\U~~1.\.1\1 1.l. •G"3 .~,\:\ No.1265 of 1971 In re Audit of Account in EstaJte of JOHN MAZZA,DECEASED. AUDIT 'ra~rip~fnr)j\pp~araur~ FOR RONALD MAZZA,EXECUTOR BLOOM,BLOOM,ROSENBERG &BLOOM Attorney ~2 ---.----..'-.-.-----~-~----I T.....'.Form·/ PETITION SUR AUDIT IN THE ORPHANS'COURT OF WASHINGTON COUNTY I-~' I Estate of .;r.QBN W\~~.~.L.P.J?Q~.~~.~P._.._ _.._.No }.?~.~~.r..+.~.?~. Fiduciary_RQ:~:j"h~P.~.?;~!..\.L.~K~~Y.?;,QR . Deceased Date of Date of .D~c~dent's death g~;!::~?~E..~.!~~.?~Grant of Letters p.~~.~~~E..~.?'.~.??.~_. ft.''..1V 1:CC •t'::1 FiRST AND FINAL "..h"This IS the ,account filed In t IS estate If'th h :b'f:t f·'I'·d·'h't 't I''t f',.b"' .b"d t 'NONE''.ere"ave e~n'ormer accoun s I e In t IS es a e,IS ,I e num er or num er an erm ,..'.,. Election to take Under or Against will.(cross out one) Date Election Place of; Filed ..~<?~.~_ _Record .,..~9.!.:1.~__._. Name of surviving spouse ~.9.~_.__ _ _ _ _ ___._..___. List issue,where material:NONE ..'."),.-." ...-, -.~1 ....,'.t'.1 ...~,~~.~__.... Did dec;~dent.marry ~fteriexecution of will?(indicate~.No:~Any.,children born after execution of will?(indicate) ','.-'",-..,.' ~!~o:'!t '·q~~wer!yesi..n·a~e ·the~:~i;~9~p ~:::.-;;.;.;;::..::___.__._. .................._.--_- -_-----_---__::."~"..'. Leg,atees Relationship Interest Fiduciary,if deceased or not sui juris RONALD MAZZA Son Conditional life estate in home 1/4 undivided into in real estate 1/3 undivided into in residue JOHN DAVID MAZZA Son Conditional life estate in home 1/4 undivided into in real estate 1/3 undivided into in residue JOAN DIANNE MAZZA Daughter life estate in home 1/2 undivided into in real estate 1/3 undivided into in residue List,if exceptions to above: None Adeemed:Revoked:Lapsed:Abated:Give Cause: If partial in.testal=y,giv,.e facts:None Notice to interested parties.Have all parties,having either vested or contingent interests and all crediors entitled to.notice (Court Ru'le No:9 paragrapb G,:Secti9n6:Subd-i'{isiol'lc)received written notice of the filing of the account and of call of audit?Yes.1m( If t'·.NoneanyexcepIongivecause . File copy of Notice and date of mailing l:\1=!@§.t.4.1.l l~:z.4 . Is estate subject to the f!l,ing of a F.ederal:Est~te Tax Return?~9.,. .'.'..~': Actual payment ":,pde on.~~nnsylv<lnia Transfer,Inheritance Tax.Amount $~.<?~.E?.. ..'-".,::~:""{.'JoanIftheWillmaKeSanyportionof'~!sfate subject to a life-estate,give name and birth date of life tenant... J?~~.~~.~~.~~~~.~~.~~5J.~:t:-.~E ~.~..~~~.~~.~.~~.!~~.~?!?~!~.?!.~.~.~~.~.,II Give Names and addressE;!s of all unpaid creditors who are legally entitled to notice,together with the amounts of such claims;state whether they are admitted to be correct;and whether the claim is denied. All creditors paid. Give reference to such parts of the will as require interpretation·by the Coyrt;a reference to an questions re- quiring adjudication,and a statement of any other facts deemed nec~ssorY,for.the preparation of the adjudication:. ..'.~..... None ,'..... Balance for distribution per account, Itemize any additional debits not shown by account: Alpine Star Lodge No.9,Bonds Interest on Alpine Star Lodge No.9 bonds paid on 8/10/72 World Mutual Insurance Co.,unearned premium Total additional debits (Add) Itemize any additional credits not shown by account: Malcolm L.Morgan,Co.Treas.,Co.Tax. Wilda E.Sickles,Tax Col.,School Tax ,Wilda E.Sickles,Tax Col.,Borough Tax Total additional credits (Subtract) " Balance for distribution il $..?.9.!.~.?.?..~.!.~. $250.00 15.00 28.98 293 98 .$!. $59.76 237.51 58.56 $~.~.5..!.~~. $.~.Q/.4~Q.~.~.9 . If balance for distribution,is not in cash,list each item held in kind,giving appraised Value (or distribution Value); ALL that certain lot of ground situate in the Borough of Houstq~,Washington County,Pennsylvania,more fully described in Deed BookVol.1284,page 830, and appraised 'at ',$15:,',000 .00.,1966 Ford Sedan,Title No.C16283256,$300. Residue in cash. ---- ,, ., ) .,'f.,' If Family Exemption claimed by Petition,give place of Record:~<?~.~_:_______ _ _ . If Family Exemption is claimed at audit,give name,relationship and basis for Claim:~~!.l.~. List any advancement or distribution on account that has been made,and nature and amount of same: No Advancements. Suggested distribution of balance shown,both as to principal and income,attaching signed and itemized elections to take in kind if balance is not in cosh:residuary shares being stated in proportions: .Ronald Mazza John-David Mazza Joan Dianne Mazza Conditional life estate in home 1/4th undivided interest in real estate 1/3 undivided interest in residue 1966 Ford Sedan,Election to Take In Kind Conditional life estate in home 1/4th undivided interest in real estate 1/3 undivided interest in residue Life estate in home 1/2 undivided interest in real estate 1/3 undivided interest in residue Description of real estate attached hereto. COUNTY OF WASHINGTON,SS: COMMONWEALTH OF PENNSYLVANIA. The above named Fiduciary or representative thereof, being duly...~W9.~Il._..doth depose and say that the facts set forth in the foregoing petition are true to the best of .h;i,..$___..__knowledge and belief. .......................~.~~__..__..to and subscribed before me this _J~~h..day of..J?~·P.-t~~~.;::197..?. S;gnoture of Officer ~----~- Title of Officer N~.t.~.r;Y.?~.1?~.~~. Office expires (/M..-r::..J...?.~. And your petitioner will ever pray,etc. -~---~~~~---------------- .. fI.j J• No.....:h~§.?.._9.t.__J:.~_7.J.._...... Estate of_....;J:Q~__~_?~~!:.._l?~_~~~§~_l?_~.... •__o...,._..__. Deceased , :Fiduciary....gQ:N~_~!?~_?~.~.'---_~~~~:Q~_Qg_· PETITION SUR AUDIT FROM WHERE DECEDENT LEFT A WILL Counsel of Fiduciary will submit herewith'the. following,in conformity"with Court.Rules adopted effective December 3,'1951 ,::b-eing rule No.9:po r'ograph b-c;and divisions thereof:shown on pa~es 23·24.'. 1.Written praec.ipes of :qll',Counsel 'in the case. 2.Copy of order appointing Guardian ..ad litem,if pertinent.' 3.Copy of Order.appoi(1ting Trustee'ad litem,if pertinent. 4.Proof of service of above. 5.Letters Testame'ntary'br Administration C.T.A.or an,at~est copy.of Will. 6.Copy of inventory and appralsement.'. 7.Proof of adver'tis~mentof g~ant of lette~s if not filed with account.'' 8.Certificate of liens in case any of:the funds for distribution are from judi~ial sale of real estate. 9.Signed and ftemized etections if any distribution in kind. 10.Copy of Federal Estate Tax return if es- tate is subject thereto. BLOOM,BLOOM,ROSENBERG &BLOOM........--_- -.._..- --. Attorney ~2 .... 'Vd ··O~NOIONIHSV/., Slll~A JO H31SI~3U {JNI~vl~T13SSm-J "92 01 In!92 1]0 2L '(JII;f~-.!J ~_t __~i!.." .r LAW OFFICES BLOOM.BLOOM.ROSENBERG &BLOOM I.C.BLOOM GEORGE I.BLOOM MILTON D.ROSENBERG SIGMUND L.BLOOM GEORGE R.SEWAK W.BRYAN PIZZI II 1m Dt BSTA'1'B OF n DBCFJ.\SBD • 200·210 WASHINGTON TRUST BUll..plNG WASHINGTON,PENNSYLVANIA 15301 ) •) •)NO.1265 of 1971 •) AREA CODE 412 TEL.EPHONE 225~4100 '!; (Q 'fAia io to notify you thot thQ Firat QIld Pinal Account of ROnc14 t4anoo,BJ:ocutor of tho Botct;Q of John t4EU/;ZC,D3cOQodd,hno oon flled 1n tho OfficQ of tho Roqister of Ulllo of ~nobiQ9ton county,l'oftnoylvOl ie,ot tho Qbove n11&1bGr and thio Account l1~11 bera·U4ltod on pro140y,sop.toDaJ:'15,1972,ot tho cou~j:('.~UOO,.t1&.ahington, \VGnnoylvoniEl,Qt t1hich t1m3 au placo you Cc:ln be ~roGent.1£:;)"Ou 00 doo11'o..'(-:"l ~..~.-_ ~_~A-.:=- --..:-"BLOOM,BLOOM,ROS~BERG 6 1 ~ 200 l1aohinqton Tr~"t BU1lding tfnohington,PGn!Wf.l~nlnI'X53()1 Attorn&yo for ~~~BxGd~tOi cc to.aonald *s2n,1308 COleocott Stroot.,Pittaburqho PeDnBylvani& John J)&vld £.1sZZQ,303 West plJtG stroot,Rouaton,Poonoy1vol\10 Joon Dlonno Moezo,30G Neat Pika Stroot,Bouotao,p~ftnsylvQniQ ~--- '".,... 50·...~'atJ""\","·A ,"0,t;.,'.-to'''?io -e}-t"q'·3J;';T Ot"~,),l1~'?d~,",',-,."hi',,',1 01 s:<"C'S All''-;'\f.Jy e'-1(;1 -l"i ,1'\9"r'H'ltHSA.\'V rO{.~r.:""!1 ;;......:~'J'";1 ·~()~'o!Q II ~\1''';~-i.I """h ."\1. It \.•~ ~........' ..i.... ;..I ....', ~..'...., -.......... r y ".1.7 '\rl( I..:1 '".~.~..,~f"~':j'0~'\J:~~ :~-,,.•.,s.•.....,.",,.....".""1\~..'.J ~-~..''''.) '''''."I ..•r ~.~''':_d i--'n -'\'-.::::::,.~,~.'..,....'" .t, ,....~. 'ii.'!.' _.0\... I' ·.1~" ,.....4- ••<,~ ",~, ..".'~,1 _:.\,,"-l··~·...t .. r ";'.,r T.,"_.'',.......:,J....,~\.' '"a I, .'.J "_,..1 ~.'" \" .t-'.&.--... ••£.t~.··...·~~~,\"'"""~;.i\~,..'f Ei~7~ ,(-i(.,\o_,.:,/r:.~~',:.;'c;.~I./; .,,:;:'f~J -fl ~.•":l~t¥'j, !,~-,:~'=;"'r ;l.$~....~~J.~n ~li • ./ j IN THE COURT OF COMMON PLEAS OF WASHINGTON COUNTY,PENN ORPHANS I COURT DIVISION "IN RE:( ) Estate of (-)No.1265 of 1971 JOHN MAZZA,( ) 0(Deceased.(z 0(>oJ>-III HEARING ON AUDITzz1&1 0. i0t-BEFORE:The Honorable ALEXANDER R.CURRAN,J.,CJz Specially Presiding.:tIII0(:= ~ua:APPEARANCES:BLOOM,BLOOM,ROSENBERG &BLOOM,Esqst-III-0 of Washington,Pa.,representing the Accountant.oJ0( U 0:J., :I:i-TIME:Friday,September 15,1972,at 10:00 A.M.,EDS...I'l • ui0:1&1t-~THE COURT:The estate of John Mazza.The Executor is Ron ld 1&1 • 0: ~Mazza and the attorney is Mr.Pizzi.::JoU ~MR.PIZZI:If the Court pleas e,I have all the necessary pa ers ui;: ~in the estate of John Mazza.There are no complications.The oni item that should be mentioned is that there is an election to take in kind by Ronald Mazza,which 'He have not filed to date.which 4 we ,will-give to Mr.Hana'within the next day or so. THE COURT: of John ;Mazza? Is ther e anybody in Court interested in the esta e. :-·--------4---------.,........,......,--+4~H~_R_Fl.Q.JN£.~~-----------4--- 2 THE COURT:We will consider the es tate clos ed. (AUDIT CLOSED) I hereby-certify that the proceedings and evidence By the Court, The foregoing record of the proc'eedings upon the are contained fully and accurately in the notes taken by me on the hearin hearing of the above cause is hereby approved and directed to be filed... ti«...I/) Q .J<CU Ci:J., J:I-"C\I viII:11/...II:oD. Id II:.... II:::loo .J<CUii:II.o ~Z <C~,of the above cause,and that this copy is a correct transcript of the same>-III ZZ11/D. iol-ClZ :rUl,~ '.r,-(•f'""•.J 44J...C~I I\'. \' f.~'- 1'0_' .)"j -'.I rJl IJ~_'~,"...) I..: .. _"'I ..k"j -'•J -,".J . ...~!..~a _~.~._~,~~';""~"~~::'~"~,._~';,.:-~....-. .1. r " .V:.,C \. zj:;: -1. :£ \ .... o •-C::l)__~_,~~~1 ., ..''"'• .,,,p.......-~,~•.-~"...~~a~• •",",v,,,",,,,,-. .' 0.-i In t4e Cltnutt nf Cltnmmnn 'leas nf DIItts4iugtnn Cltnunty, 'ennliylnttnitt,(@rp4ttusf Cltnurt linisinn J ESTATE OF John Mazza, Deceased. N 63-71-1265o.__~-l...:=---==~_ In the matter of the First and Final Account of Ronald Mazza, Executor ADJUDICATION AND DECREE And now October 25 I 19~,this matter came on for hearing, audit and distribution at this session and testimony taken;and thereupon,upon due consideration t~,:eof,Q£tba.balance for distribution in the hands of the Accountant is determined to be $U,400.3U and the account is accordingly confirmed;and it is ordered, adjudged and decreed that the 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 appeal be taken herefrom seco leg. By the Court. ~U-.1'~L. S .'11 P °do -y"ppeclayreSlmg. SCHEDULE OF DISTRIBUTION Balance per account._ Additional debit asked at audit Additional credit asked at audit· Balance'_ 293.98 355.83 $20,522.15 $20,816.13 $20,460.30 Deduct Clerk's Costs &Receipts _ Attorney__B_l_o~o_m~,'__B_=:;l..:...oo.::...;m=:...L,_R~o..:...se..:...n~b'-'e:..::r__"gl_&=_:B::_;:.:lo:..::oc.::;m~_ 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,$1228.3 Interest from 7-9-72 to 11-4-72 23.5 Ronald Mazza,son,undivided 1/4 interest;to John Davi Mazza,son,undivided 1/4 interest;to Joan Dianne Mazza,daughter,1/2 interest;in parcel of real estate as hereinbelow described,said parcel subject to the terms of the will;parcel held in kind and distributed as such at the appraised value, Ronald Mazza,son,1/3 residue,including cash and a 1966 Ford Sedan Title No.CI6283256 valued at $300.00; held in kind and distributed as such at the appraised value,per election filed, 15000.00 1386.44 ·". "f· ...---.... J ~ 0 . ......». m n :3 en n =.0'0 -+ <;t c :r ~ :3 CD 0 -+ t ~ ......0 3 ~ ......0-+ ~ -+CD N ., =: 0...... -+ ~ :r & CD !J~~~~ ,. .. .~.- :,<..... ~r John David Mazza,son,1/3 residue,including cash, Joan Dianne Mazza,daughter,1/3 residue,including cas , 1386.4 No balance I REAL ESTATE TO BE CERTIFIED iTO THE RECORDER dF WASH I GTON'.I COUNTY BY THE CLERK OF THE ORPHANS'CO, John Mazza,devisor,to Ronald Mazza,devisee of an und~ided 1/4Iinterest;to John David Mazza,d.evisee of an undivided 1/4 interest;t Joan Di nne Mazza, devisee of an undivided 1/2 interest;each interest being i and to a 1 the right, ugh of Houston,ALL that certain lot of ground situate i Ma~za;real estate described as follows: Washington County,Pennsylvania,fronting fifty (50)feet on the Wes side of .Pike title and interest of the devisor,in and ;to parcel of impro ed real e tate,said real estate subject to the terms of the will of the devisor, Street and extending back therefrom of even width a distan e of one-undred fifty (150)feet to an alley;being Lot No.8 in the plan of lots 1 id out by •E.Riggle, which plan is of record in the Washington County Recorder of Deeds Office in Plan Book 1,page 147. BEING the same property which was co veyed to nn Dugan Mazza by Deed of Thresa Dugan,Widow,dated June 23,1f54,and onveyed to Ann Dugan Mazza and John Mazza,her husband,by Deed f September 6,1968, and recorded in the Washington County Recorder of Deeds ffice in Vol.1284,page 830.The said Ann Dugan died and sole estate became vested in JQhn Mazza by right of survivorsh p.The s id John Mazza died October 9,1971,and Ronald Mazza was appointed Ex by the Register of Wills of Washington County on Decembe 28,1971. C~TIFIED TO liEC01iDE'R:NoVEMBm 6,19 2 ~ 0 ~ ....~~ ::s Z ~ n s:-p P,1~ 0 Cit C lD ~ ::s 3 0 -+ 0 0............::+ ~ lD s:a ... t ('V")~ 0 <"-.J .... o·(j)'<i --to := ::r N <=l .,....JO-. lD ......_J~--: J::: '.-3:0 a....t .<.) ,A'~~'7'lL.-,-0 Z ..-..:"....',......,.J 'x::;:.c..o I •t"-l ...J '~ 1J I W (.:J_.-l--......l--())t.i)=a ..:-J t-)C,J)..:..::t: -<;;:::)::::>OU) -..-o::w< ~ u.....r-..J ~?J; ~ ,........ IN RE:.. ESTATE OF: JOHN MAZZA, DECEASED. No.1265 of 1971 DESCRIPTION OF REAL ESTATE ALL that certain lot of ground situate in the Borough of Houston,Washington County,pennsylvania,fronting fifty (50)feet on the West side of Pike Street and extending back therefrom of even width a distance of one-hundred fifty (150)feet to an alley; being Lot No.8 in the plan of lots laid out by H.E.Riggle, which plan is of record in the Washington County Recorder of Deeds Office in plan Book 1,page 147." BEING the same property which was conveyed to Ann Dugan Mazza by Deed of Thresa Dugan,Widow,dated June 23,1954,and conveyed to Ann Dugan Mazza and John Mazza,her husband,by Deed of September 6,1968,and recorded in the Washington County Record ~ of Deeds Office in Deed Book Vol.1284,page 830.The said Ann Dugan died and sole title to the real estate became vested in John Mazza by right of survivorship.The said John Mazza died October 9,1971,and Ronald Mazza was appointed Executor of his estate by the Register of wDls of Washington County on December 28,1971. r' ....;:"~..- ". .t'. j t,-4 ,.' t'~,, ....."'.."'.....i I ;--- ,:0 ..-'- r:--', •r. ,.....~,: ':'7 .-r1:. :..r:\"J :~\,'.'; ,; ".--.'"1 ~. "-'\.'-' ... r" •I I>..'. ~J ' .:" ,-.....' ,,-, .\.:.1. c . .'-~. -~-. ".., " '. :'.1 ----_.....--~~_.-,~~------"'~.=~.,~_.----~=_.._.'?,~.•_~...~,. ii \ IN THE COURT OF COMMON PLEAS OF WASHINGTON COUNTY,PENNA. ORPHANS'COURT DIVISION No.1265 of 1971 IN RE: ESTATE OF: JOHN MAZZA, DECEASED. ,.ELECTION TO TAKE IN KIND " .•'1,'J,.,. \J .':d .." .'...'<:\t:3'1;.\ S l-'.-~,.',-.'J -):;',I LAW OFFICES BLOOM,BLOOM,ROSENBERG &BLOOM Bl u\~,,'oJ ~J J '2l.' WASH:NGTON TRUST BU!LDING WASHINGTON.PENNSYLVANIA \ L_ i.., IN THE COURT OF COMMON PLEAS OF WASHINGTON COUNTY,PENNSYLVANIA ORPHANS'COURT DIVISION IN RE: ESTATE OF: JOHN MAZZA, DECEASED. No.1265 of 1971 ELECTION TO TAKE IN KIND I,RONALD MAZZA,one of the legatees of the above decedent,do hereby elect to take in kind the following item which appears in the Inventory and Appraisement:1966 Ford Sedan,Title No.C16283256,appraised at $300. IN WITNESS WHEREOF,I have hereunto set my hand and seal this /~day of September,1972. Ronald Mazza "'............. • IN THE COURT OF COMMON PLEAS OF WASHINGTON COUNTY,PENNA. ORPHANS'COURT DIVISION No.63-71-1.265 In Re: ESTATE OF: JOHN MAZZA, DECEASED. PAY TRANSCRIPT -L. -1 ...- =.> -, f"1 ~. -J '-- LAW OFFICES BLOOM,BLOOM,ROSENBERG &BLOOM WASHINGTON TRUST BUILDING WASHINGTON,PENNSYLVANIA /' ,. IN THE COURT OF COMMON PLEAS OF WASHINGTON COUNTY,PENNSYLVANIA ORPHANS'COURT DIVISION IN RE: ESTATE OF: JOHN MAZZA, DECEASED. No.63-71-1265 PAY TRANSCRIPT The undersigned hereby ackowledge to have received of RONALD MAZZA,Executor of the Estate of John Mazza,deceased,payment in full in accordance with the Schedule of Distribution of the Court dated October 25,1972. Russell~Marino,Clerk'",'.., Costs &Receipts Russell Marino,Clerk Costs in certifying real estate to Recorder $37.50 4.00 Olga o.Woodward,Recorder, Costs recording Certification of real estate Russell Marino,Agent Transfer Inheritance Tax Ronald Mazza,son,undivided 1/4th interest in real estate and 1/3rd residue 5,136.44 ~~L.::....t.L~~~~If/,nt r Signed Receipt Attached John David Mazza,son,undivided l/4th interest in real estate and 1/3rd residue 5,136.44 Signed Receipt Attached Joan Dianne Mazza,·daughter,un- divided 1/2 interest in real estate and 1/3rd residue B~886.44 Signed Receipt Attacheh IN THE COURT OF COMMON PLEAS OF WASHINGTON COUNTY,PENNSYLVANIA ORPHANS'COURT DIVISION IN RE: ESTATE OF: JOHN MAZZA, DECEASED. No.63-71-1265 -,-J1ANDNOW,this _=----'--_day of December,1972,I acknowledge to have received of RONALD MAZZA,Executor of the ESTATE OF JOHN MAZZA,deceased,filed at No.63-71-1265,payment in full of the residue in the amount of ~~1~2§;.44 awarded to me in the Schedule of Distribution of the Court dated October 25, 1972. ~Yf \... IN THE COURT OF COMMON PLEAS OF WASHINGTON COUNTY,PENNSYLVANIA ORPHANS'COURT DIVISION IN RE: ESTATE OF: .- "" JOHN MAZZA, DECEASED. No.63-71-1265 "I"" AND NOW, R E CE 1.P T this ~lf/day of December,1972,I acknowledge to have received of RONALD MAZZA,Executor of the ESTATE OF JOHN MAZZA,deceased,filed at No.63-71-1265,payment in full of the residue in the amount of $~,1l3'6.44 awarded to me in the schedule of Distribution of the Court dated October 25, 1972. .. IN THE COURT OF COMMON PLEAS OF WASHINGTON COUNTY,PENNSYLVANIA ORPHANS'COURT DIVISION IN RE: ESTATE OF: JOHN MAZZA, DECEASED. No.63-71-1265 R E C E I P T AND NOW,this :2~day of December,1972,I acknowledge _.to have received of RONALD MAZZA,Executor of the Estate of JOHN MAZZA,deceased,filed at No.63-71-1265,payment in full of the residue in the amount of $J3,:OO6.44 awarded to me '...../... in the Schedule of Distribution of the Court dated October 25, 1972. /1~~~_'1~n Dianne Mazza ~ Form RCC-33 RESIDENT DECEDENT COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTION.S COUNTY OF WASHINGTON IMPORTANT:This return must be completed in detail and filed induplicate,'with will attached,with the Register of Wills of the County where decedent resided;Return is due within one year after date of death,unless an extension is granted by the Secretary of Revenue.(Section 703 of the Inheritance and Estate Tax Act of 1961.) IN THE MATTER OF THE ESTATE OF }.AFFIDAVIT OF .......g.9.I.P.:'J:~.~.~.h :~XECUTOR .RONALD .MAZZA (State full name of decedent) Late·of :Ei.Q.~.§..t..Ql).,..Yi!.9.:}?h.~t.?:g.t.9.J:,l,Co1inty ~. Sb:of_~::::~~~::L___}ss: Co nty of . Ronald Mazza of the estate of the above-named decedent being duly sworn,deJl10se S and say S Executor Decedent dJed .:..•Qs~..t..Ql::>§.:l:::~..I.. (Month) :,'. (nay)......,19··(Z~)..···,{~~~~eaVing a last will,copy of which is hereto attached.} Name·and address of attorney or} other authorized representative to whom all correspondence should be mailed. .:B:i:lOQJ,V1,:sLQOlV1#RQSENBERG...&..BLQQM..... 200 Washington Trust BuildingWashington,Pennsylvania·15301 . That as such ~~~9.~.t..9..!'deponent is familiar with the affairs of said estate and the property con- (Executor·Administrator) stituting the assets thereof and their fair market value. That at the time of death there was no safe deposit box registered in decedent's individual name,or jointly with,or as agent or deputy bf another,or in decedent's individual name,with right of access by another as agent or deputy,with the exception of the following:-None NAME AND ADDRESS OF BANK OR OTHER INSTITUTION THIS SAFE DEPOSIT BOX RENTED RELATIONSHIP OF JOINT IN WHICH DECEDENT RENTED A SAFE DEPOSIT BOX .IN NAME OR.NAMES OF HOLDERS TO DECEDENT That the contents of said safe deposi t box or boxes are itemized under Schedules None of this return,with the exception of the follOWing,for the reasons hereinafter set forth: That Schedule A attached hereto and made part hereof sets forth fully and in detail all the real property in the Commonwealth of Pennsylvania of which decedent died having an interest therein.It also sets forth the mortgage encumbrances upon each parcel of real property at the date of death,giving the amount still due at death,name of mortgagee,date,rate of interest,and book and page of record thereof.It also sets forth in the columns provided therefore the assessed valuation of each of said parcels,the estimated market value thereof as of date of death of decedent. That Schedule B attached hereto and made part hereof sets forth fully and in detail all personal p rop~rty wheresover situated owned by the decedent at the time of death;all moneys left by the decedent at the time of death,whether in decedent's immediate possession,standing to decedent's credit in banks of deposit,saVings banks,trust companies,or other institutions,whether individually,or in trust for any other person or persons giving also separately the accrued interestth~reon,if any,down to the last interest day prior to q,ecedent's death in'the case of saVings banks,an(L t6 the date of decedent's death in all other cases;'ill'l bonds,postal savings,treasury certificates or notes and other evidence of in- debtedness of the United States to the decedent;all obligations,whether by statute or agreement they are designated as tax free,of the Unft,ed States,or any state,or political subdivision thereof,or of any foreign country,which lire·owned ~'t the time of death;all wearing apparel,jewelry,silverware,pic-. . .".'... ...):tures,books,works of art;'household'/furniture,horses,carriages,automobiles,boats,and any and all other personal chattels of whatsoever kind or nature,left by decedent,together with the fairly estimated market value thereof;all bonds and mortgaltes held by decedent and of all claims due and OWing decedent a.t the time of death,and all promissory notes or other instruments in writing for the payment of money of which decedent died possessed,of whatsQever 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 policles carried by decedent;all annuity and endowment contracts the proceeds of which were payable upon the death of the decedent;and all the corporate stocks and dividends due thereon and 'unpaid as of the date of death,bonds and accrued interest thereon to the date of dece- dent's death and other investment securities owned by the decedent at the time of death,with the market value thereof at such time. In the ca~ce of ~ecurities of close or famUy corporations,the values reported are as far as possible substantiatedbyfiriancial'statements of the corporations,showing the :assets and 11ab11ities th~reof as,of t,he date of d~ath.The schedule also sets forth the interest of decedent at the time of death in'any co-partnership or business,and in support of the value of:such interest there i~annexed to said 'schedille,financial statements showing the asse'ts and liabilities of said co-partnership'or business. A copy of the co-partnership'agreement,(if'oral,a statement setting 'forth the nature of the'agreement) together with,a st,atement sett;lng forth the,character of the,Qusfness,:i.ts l'oca,tion,and such other facts pertaining to the business as may be pertinent to a fair and just appraisal of the"decedent's interest therein must be submitted.,It should also set forth i~itemized form,together with the fair market value, thereof,any other property"owned or"bequeathed by ,the decedent at the time of death.' .".~ The Schedule C attached hereto and made part hereo'f sets forth it trtle;a:nswer'to each inquiry contained therein and in the case of transfers ofproperty,real or personal,within two years of decedent's death,in contemplation of decedent's death,or intended to t~ke effect in possessi6n or enj6;merit:at or after death,said schedule sets forth the nature and value of such property,to whom·tra,nsfe,rred,the relationship of the transferees to the decedent,the pr,oportionate share received by each t'ra~sferee and all other facts of a pertinent nature regarding said transfers.In the case',of 'transfers,intended to take effect in possession or enjoyment at;or after death,'there,is also attached to the schedule ,a c.0llY',..' of the deed,trust agreement or other instrument creatirg the trust.Therl~is also set forth in said schedule a list of all property,'real and pers,ona).,with'its value,which pa~'ses'at 'decedent's death by virtue of the exercise by decedent,either individually,or jointly with another,or any power of appoint- ment vested in decedent,either JndiV~dually'or,::jointlY-,bY,the '.\':111,'<d~ed":,~r other'instrument of another, with a copy of the instrument crea~ing such.power:,.attached.-:~o the ;schedul"e•. .',,; That Schedule 0 attached hereto and made part hereof sets forth the names and addresses of all persons ben'eficially interested in this'estate at the time of decedent's death,'the .nature of their res- pective interests,their relationship,if any,to the decedent,together wIth the ages at the time of decedent's death of all minors,annuitants and beneficiaries 'for life under d~cedent's Will.It also contains 'it statement showing which of the beneficiaries named in the decedent's 'Will,i,f any,died prior to decedent,the dates of their death,their issue,and the relationship,of such issue ,to the beneficiary. That Schedule E attached hereto and made a part hereof sets forth all property,real and per- sonal,?wnedby the decedent jointly with another or others,including intangible,standing in'the name of ,the decedent and others,plus the date and place of record of instruments effecti~g the vestiture of real estate and the date of acquisition of personalty,plus the name,address and relationship,if any, of co-owners to the decedent. That Schedule F attached hereto and made a part hereof,se~s forth fully and in detail all debts and,deductions,claimed for and on behalf of this dec eden t's es tate,including funeral expenses paid;..'..~" family exemption,Where applicable;costs of administration of this estate;counsel fees and fudiciary s commissions'pa'id or to be paid;cost expended for burial trusts,tombstones orgravemarkers,and reli- gious services,in consequence of the death of the decedent;debts and claims owtl~g 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 esti~ated amount claiming and allowed,that the same will be reported to the Register'of WillS,and that the'amount of tax assessed can be reassessed in accordance therewith. Thatth~totals of the appropriate columns in Schedules"A","B", "C","E",and "F"as directed therein, have been carried forw'ard and properly registered 'in the Suminary. ~~~~mm _ ,Ronald Mazza'...................,...........................................•.....;. ~I .(Street Number) ROW£NE E<JEUNG,Notary Public 1;308 Cole cott Str et My Commission Expires February.8,IIpq:tetsbur~.g·'''''··PirEvani·a''''''·''·····''··· Washington,Washington Goumy,Penna"(tty or OW,r"a.t) NOTE:Before 'Signing ~ffida.vit make sure all blank spaces in the affidavit and schedules annexed are fi.\led'in with:details or the word "None",and in case the assets include rare and.unlisted securities, secu~ities of close or family corporations or an interest in any co-partnership or business,that the data and statements required under the paragraph above relating to Schedule "B"are attached.Also make ce'rt'aip tl'!at column '#1 in the '"Summary"has been properly completed as above-directed. Subscribed and sworn to before me this . .,~. .................-...-:..../1...'__',..day of ',,gu,J,y..........'......,....'....19....7..?... _~~ RCC-34 (1-64) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS TRANSFER INHERITANCE TAX RESIDENT DECEpENT SCHEDULE uA" REAL PROPERTY Real property in Pennsylvania,with statement of mortgage encumbrances upon each parcel at death of dece- dent.Where property held as joint tenant or tenancy by entireties,report on Schedule "E".Property held by the decedent as tenant in common with another or others,should be identified as to quantum of interest and the estimated value should be that of the decedent's interest only. The real property located In the Commonwealth of Pennsylvania should be described by lot and block number,street and street 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;also statement of mortgage encumbrances upon each parcel at death of decedent.Taxes,assessments,accrued Interest on mortgages,etc.,are to be listed on Schedule "F"and must not be deducted from this schedule. ALL that certain lot of ground situate in the Borough of Houston,washington County,Pennsylvania,and being more particularly described in Deed Book vol. 1284,page 830 (1) ASSESSED VALUE FOR YEAR OF DECEDENT'S DEATH (2) ESTIMATED MARKET VALUE $15,000.00 (3) DEPARTMENT VALUATION CAUTION (Do not write In this space) _____________Jr..-.__---L..L--_ Insert this total opposite ureal property",Schedule "A"in the "As Reported"column on the last page of this return. x X X X X ;(J/ VK,$15,000.00 '-'7h.~ ----------------------------, RCC-35 CO~ONWE~TH 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".Intangible personal property,titled in the name of the decedent,but payable at death to another or others,including but not limited to P.O.D.U.S.Savings Bonds and tenta- tive trust accounts,must be listed,despite the fact that they are not of the administered estate. Tangible personal property should be listed first (e.g.jewelry,wearing apparel,household goods,and fUrnishings,books,paintings,automobiles,boats,etc,) Intangible personal property,such as bonds,treasul'.\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 anyundis tributed estate of or income from any property held in trust under the will or agreement of another,even though located outside of the State,at the time of death,should be listed in this schedule. ESTIMATED MARKEl'VALUE canonsburg Lodge No.127,Death Benefit Washington county,Pennsylvania,Federal Credit Union .J 00 .tJ/-d /0 ()~t!J-o 770/'S!! jOdr 8'> /73.q3 ..351-.S/ DEPARTMENT VALUATION (Do not write in this space) 358.31 399.18 300.00 100.00 7,761.58 102.82 173.43 UNIT VALUE or~_q $ (j ;JJ~ ~-p .t!Y IV O:?J./m~r .; !-4 ~;< ITEM List and describe fully pittsburgh National Bank Checking Account No.83-1-188949 Checking Account No.83-1-189079 Checking Account No.83-4-815127 American Investors Mutual Society 1966 Ford Sedan Item No. Independent Club of Washington County, Death Benefit Independent Club of Muse,Death Benefit 100.00 150.00 /50.(9(j Order Sons of Italy in America,Grand Lodge of Pennsylvania,Death Benefit Prudential Insurance Company Washington County Motor Club,rebate 400.00 711.22 5.76 Internal Revenue Service,rebate,over- payment of 1971 Income Tax 2,481.38 Kissell Company,return of moneys held in mortgage escrow fund 113.56 //3,56 Insert this total opposite "Personal Property",Schedule "B"in the "As Reported"column on the last page of this return. x X ?13,157.24 Bc.lo',tsa.SOL £~.£Ti 00,,001 00.00.£ OO.Ocl OO.•OOt\; at ..! insSl$tJol:tst«d{?'Iuda:t:tlQ et.eSEU .t·ta .(l1if .;nUOQpi\t>tr.b(oetl:O e,oesl l ea .oP.!.1"V~A ~nJ:;C:;)$tfo \Sl218~'t8 .oJ1 ;ttJl1=~A ",.hCo&d:> 'l~$.i!:)oa l.&u:JtJMe':toia~vnlt'Ul!')J:'!1$1ttA 3.13:&"&&d1eea"rSI .oJtel?b~{>':tudano(JsO !$'1&&$'.6ltl~'l!'latH'Se<l ,\t,fltU¢!)lJO${>n.bfs.lSw nojnUdlbe,':t~ ,"l:lnl1Q:>no~!d$ew !o dill:>tttf.tbneqebttX :J.llEMle8 d~1ii9a bft#~i),.IS::>J.':temA nl ',£l.$.11 ~Q snoB '1E>P'XO :tli$rte8 d~&ea.d"&Vl'VallneCiS:o al?b~ -'.1$,/0 ,e:tsd$''l\e~jV'".lae efJtJ&veJl LstJ-:ls:tnJ )e$f&ot~n'tl,"el ~o :t't19Drtl6Q bLed et~"QJI 3;Otl:1u:Je-'I ~'lftsqlJfo~.lle8aJ>I bntlt WO':tMf>$'e.s~~om a.t RCC-36 COMMONWEALTH OF PENNSYLVANIA TRANS~ER INHERITANCE TAX RESIDENT DECEDENT SCHEDULE "c" TRANSFERS (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)~n~O~__ (2)Did decedent,within two years of death,transfer property from himself to himself and another or others (including a spouse)in joint ownership?(Answer yes or no)--::nc:;.o=----__ (3)If the answer to (1)or (2)above is in the affirmative state: (a)Age of decedent at time of transfer _ (b)State of decedent's health at time of making the transfer.(Note 1). (c)Cause of decedent's death.(Note 1). (4)Did decedent,in his lifetime,make any transfer of property without receiving a valuable or adequate consideration therefor which was to take effect in possession or enjoyment at or after his death? (Answer yes or no)_~n~O~_ (a)Was there any possibility that the property transferred might return to transferer or his estate or be subject to his power of disposition?(Answer yes or no)~n~O __ (b)What was the transferee's age at time of decedent's death?__ (5)Did decedent in his lifetime make any transfer without receiving a valuable and adequate consideration therefor under which transferor expressly or impliedly reserves for his life or any period which does not in fact end before his death: (a)The possession or enjoyment of or the right to income from the property transferred? (Answer yes or no)_n=o'--_ (b)The right to designate the persons who shall possess or enjoy the property transferred or income therefrom?(Answer yes or no)__n_O _ (6)If the answer to (5)(b)above is in the affirmative,state whether the right was reserved in decedent alone or 0 thers _ (7)Did decedent in his lifetime make a transfer,the consideration for which was transferee's promise to pay income to or for the benefit of care of transferor?(Answer yes or no)~nc:;.o=----__ (8)Did decedent,at any time,transfer property,the beneficial enjoyment of which was subject to change, because of a reserved power to alter,amend,or revoke,or which could revert to decedent under terms of transfer or by operation of law?(Answer yes or no)_~n~O~__ (9)If the answer to (8)above is in the affirmative,was the power to alter,amend,or revoke the inter- est of the beneficiary reserved in the decedent alone or the decedent and others? (Answer yes or no)...;n~o=--__ NOTE 1:The answers to these questions should be supported by affidavit by the attending physician as well as a copy of the death cer'tificate. NOTE 2:If answer to any of the above questions is yes,set forth below a description of the property transferred,it's fair market value at date of death,dates of transfers and to whom transferred,with relationship of transferees to decedent,if any.Submit copy of any trust deed or instrument,if trans- fers are claimed to be non-taxable,also submit detailed statement of facts on which said claim is based. NOTE 3:List applicable property below in manner in which provided in Schedules A,B,or E. ITEM None DESCRIPTION MARKET VALUE (Estimated) None DEPT.VALUATION (Dept.Only) Insert this total opposite "Transfers",Schedule "C"in the "As Reported"column on the last page of this return.Non e k.CC-38 COMMONWEALTH OF PENNSYLVANIA...~ rHI\NSFEIl INHERITANCE TAX RFSIDENT DECEDENT SCHEDULE "E" JOINTLY OWNED PROPERTY I:'iSTRl'CTIO!'iS: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 I Address and Relationship of Co-Owners,and Place I of Record of Instrument,where Rea!Estate.i None unit Value I ; II percentage Share Estate Valuation None DEPARTMENT VALUATION CAUTION-Do not Write In This Space. Value of Value of Entire Decedent's Property Interest Insert this total opposite "Jointly Owned Property",Schedule "E" in the "As Reported"column on the last page of this return.None R.cC~37 ~(12-63) COI\II\tON\\:EAL',f1l OF PENNSYYLANIA TRANSFER INHERITANCE TAX RESIDENT DECEDENT SCHEDULE "0" BENEFICIARIES BENEFICIARIES AND ADDRESSES.~:',..RELATIONSHIP SURVIVED.(If step-children or DATE INTEREST OFStatefullnamesandaddressesofallwhoillegitimatechildrenDECEDENTOFBENEFICIARY ave an interest,vested,contingent or other-are involved,set STATE YES IN ESTATE wise,in estate)forth this fact.)OR NO BIRTH RONALD MAZZA son ves of aqe 1/3rd of estate~~~~c~~~~~co!:t Str.yet 1/4 of real estateurln;rI JOHN DAVID MAZZA son ves of aae 1/1rrl nr e<::t-~te jUb west p~.Ke ::>treet 1/4 nr rt=>::l 1Houston.Pennsvlvania '0 JOAN DIANNE MAZZA dauahter ves of aqe 1/3rd of estate itgBs~5~~~~ke Street 1/4 of real estateennsv:van~a ~- .. , r. ~; \ h Deponent further says that all the above-named beneficiaries are liVing at this time except below:None NAME DATE OF DEATH RESIDENCE OF THE ESTATE OF :\IATTER OF THE APPRAISEMENT '.) Will Administration ~No. P.II THE Year .... (Executor-Administrator must complete "As Reported"column #1.) C1 ...,'"d ~..,..,(l)(l)0 po ..,e?...'"::l '"'"'"0...,....,::l '"d(l)e?.....,.., po '"0x'0po'"d (l)0""..,.., Cb 0 ~'0 ~(l).., '"........'<po....(l) ., I .:rO:EIl'r ..M.,AZZA Deceased ). Late of .:Bo,rO'llgh oJ EO'll$1:0lJ Commonwealth of Pennsylvania ~.t::-;,~;...,~~'o~_::0 (l)......,'0 'O~~:.Qq.0 i-tf""-':0 c...~.~.. ......... W en ennn?'"?'"?'" q~,~ .....,,;......'-"" tr.lc::~>-~><: ., -00 -00 ~-00 -00 -00'~.-.. -....~'(j), :~ .~.., :~:~ ~ '::;: ... -:" ,~-- ~. ~ ':.::::-~ -.~~.,......-- ... c::::I ..&: = :J::lo::::o~~~-,"',:>c.r> Wa$hipgton.. REPO&T::ffND AP~IS~[1 :>rn :::0 -c.r>G">c:c:...._- :r:-(rJ c=._c.r>(fJ r- Z -l rn rT'l,.,..,.....1·......,<•. ....~-J.r-CJ"').*'-I :::0 ,~o ,-""..0:z -n 3:: po- ::tJ Zo County of ", J. .)) 'J .1 -00 -00 ~N.·';; "'~". ')"...~. ~,' .~ .~. -f:P--f:P--f:P- Jt.~~.,1<1:_ -""';Q.2"tvIf''J ""1_~3;~Q::.~.~~,c>~ AND AGENT OF THE COMMONWEALTH Form ~~C'lO,~~ -fl-=-" '..~C~OF neE REGISTER ~F WILLS., OF WASHINGTON COUNTY {g J -.1/-t 2.(,5'" STATEMENT OF DEBTS AND DEDUCTIONS DEDUCTIONS ALLOWED IN / THE SUM OF $'1f~H(Qr .A>,r:::Di.(k,S:~~=~~]tp ·v "11"Y "It"" Register of WII~' ESTATE OF _~J~O~HN:!::!;l!......:MA~~Z~Z~A..!.------L.ATE OF _...:B!::::o=r..:::o:.::u:.;g~h:=-o~f~H.:::.:o::..:u=s..::t~o:.:.n~_ DATE OF FILING APPRAISEMENT ~'_.DATE OF DEATH October 9,1971 DATE NO.OF VOUCH""NAME OF PAYEE REMARKS AMOUNT 12-15 71 1-26-2 1-26-2 2-14-2 2-24-2 2-25-2 4-14-2T 5-8-7 5-8-7 Reqister of Wills Letters Observer Publishing Co.Advertising Washington County Reports Advertising Barnhill Funeral Home Funeral Expenses Catholic Cemeteries Assn.Scroll for marker Pittsburgh National Bank Mortgage Payoff Commonwealth of pennsylvanic Death Certificate Joseph Szupo Preparation of Income Tax Commonwealth of pennsylvanic State Income Tax 14.00 14.pO 1,397.70 20.100 3,246.00 2.00 30.00 46.17 Ronald Mazza Bloom,B1oom,Rosenberg J::,'Rlnnm Notarv Public Reoister of Wills Reqister of Wills Executor's Commission Acknowledgements Filing Inventory Filing Account , 1.407.86 1 A()7 IAh 5.00 4.00 16.00 . v TOTAL..~. /J .$7.635.09 ----r--t--+--------------I-------------~---+--- COMMONWEALTH OF PENNSYLVANIA }C~~NTY~..,, HEREBY CERTIFY,THAT.TO THE BEOT OF MY KNOWLI!:DGE AND BEL.IEF,THI!:R GOING IS A JUS::r'''At:~''TRU E STATEMENT OF DEBTS,FUNERAL EXPENSES AND EXPENSES OF ADMINISTRATION SUBMITTED TO THE ESTATE OF n-./~....!n-I ~I ----/)-DECEASED,AS DEDUCTIONli FOR INHERITANCE TAX PURPOSES.?I d ~~J Cf1Ia.~/?.."./ ~Ll./IJ C1C.-(L.5.) SWORN AND SUBt;:1i)B11:.BEFORE ME THIS r DAY OP'~ ~~fl III 7VfilA-./£.(I /J:.p --- I ROWWE E3ELlNG,Notary Public My Commission Expires February 8,1973 Washinglon,W!shington County,Penn~. •H f'. .,' "-:0'./.-.. '., ,."... ..~.. ". IN THE ORPHANS'COURT OF WASHINGTON COUNTY,PENNA. In the matter of :the Audit of Account filed in the Estate of )Date 01 deotb It?-9 •7,- \No.__1971-126,..:.5 Term,19 •A.A. _l'J.-.!2.a..fLZ~za~,>----£J!;LQhL.lJ.n.L-..__--:----___;:;:-_.-,()Doc~et3 '5 ,.t')~.5 '5Deceased~...;) TO THE AUDITING JUDGE: Enter my ,appearance for the Commonwealth of PennsylVialwa,claiming tl'ansfer inheritance tax in Iihe above estate,as follows: DR. To apPl'aised Vlalue of Estate:Realty ...--.._..__._---.-.---.--.--..-$/'..2,t;QO ~O_~O__ Personalty ...__..__._..__.....---_.-.--.-.$-=-/-l,_3"-'jL/i=-~=-....:'....:..:........~~~~~_ Additional Assets per Account,Subject to Tax ._._._....._.....-----------.--------.------$,_ AddItionall'Assets per Audit,Subject to 11ax __._...__..-------.$ GROSS VALUE .._._.__.._._..__..-----------------.---.----.-----.--.$ _ CR. Debts and Expenses per Account;see Note Addttioml Debts and Expenses per Audit I ) $------- $------ $------- $------- $---$-------_._--..-_.--- $-_. TOTAL DEDUCTIONS.$_ $ Thx-1..able ( at \,15%} CALCULATION ¥"z Gross \l:aJue_________________~15 -I z,.~ I.e"Dedu""",,,.._7 ~¥If,~---.-- Clear Value u_____________~0 'i 1},I·~._.---_ \!,;L-o.l.f??r-,--15=-~_ t.V'-.- @a:'j at i --- j ) K$---------0--;----- I~t-Olr~'Total Tax .._.._............_._$.~- \. ~'amount p,ev;"u"",paid____.--...L /2-'t--;5r,J'1 r Ba 'ance .--.-..-----.------------------------------------------------------------------.------.-C-------.-----------.-.---$------------- Interest__yrs.imos.Z,.5':"YS @--%-.$~~rr; ~~~f)~1~ = $------ $-------- $------ $--- $ .l TAX PAID ON ACCOUNT NOTE:The following credits claimed in the Account are held not deductible ,a's against the tax: ."l No.,________Term,19__,A.A. ESTATE OF Deceased PRAECIPE FOR APPEARANCE FO R COMMONWEALTH OF PENNSYLVANIA ~5 RCC-81 (6-71) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS HARRISBURG 17127 NOTICE OF FILING OF APPRAISEMENT RONALD MAZZA (Executor~ IN YOUR REPLY PLEASE REFER TO Inheritance Tax Division J In Re:Estate of __J_O_HN__MAZ__Z_A _ ___W_ASH__I_N_G_T_ON__County -Fi Ie No._--=6--'-3_---'-7--'--1_-.=1.=2-=-6-=-5 _ Dear Mr.Mazza, You are he reby noti fied th at the.:--::-=-o~r=-=i~gL.::i:=:n:.:a=..:l=--------------- appra isement in the estate of J_O_HN..:.:..:.-_MAZ__ZA.---.::..,.........'"'......"""_ has been filed in the office of the Register of Wills of W_AS_HI_N_G_TO_N _ County on July 28 ,19 72,Said appraisement reflects the following valuations: Real Estate ~1~5:..J!,~O~O=--=O~e!..:O::..:O~_ PersonaI Property ----,1"",3>LL.'~1~5..L7.A-.h234 _ T ransfers _ Jointly Owned _ Tota I -"'2=8CL,-"'1=5'--!7--"'eC-"2.....,4'--_ 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 July 28,1972 DATE OF DEATH:October 9,1971 Note:This is not a bill. '"'RCC·39~68)...-'~~ COMMONWEALTH OF PENNSYLVANIA TRANSFER INHERITANCE TAX. RESIDENT DECEDENT FILE NO.63-71-1265DATEOFDEATH10-9-71 SUMMARY JOHN (First Name)(Initial) Estate of MAZZA (Last Name) REPORT OF INHERITANCE TAX APPRAISER Dated:__J_u_1-"'y'----.2_8...:.,~1_9_7_2~~_,__ I,the undersigned duly appointed Inheritance Tax Appr~iser in and for the County of~W.:.::·:.::AS==HI=N:::..G=T=--=O=N=--~~_ Pennsylvania,do respectfully report tMt 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 righti!1 Schedules "A","B","C",and "E"• .~~'.. ...INHERITANC&fTAXAPPR~ REPORT OF THE REGISTER OF WILLS I,the undersigned duly elected Register of Willsin and for .....County,Pennsylvania,do respect- fully report that I have allowed deductions in the amounts claimed bydeponent,except as to those items where a greater or lesser amount is set forth in the last cillumn to the right in Schedule "F",which greater or lesser amount represents the sum allowed as a deduction. Dated:..,...._..........--_........__.-- REGiSTER OF WILLS INVENTORY Real Property (Schedule A) Personal Property (Schedule B) Transfers (Schedule C) Joint-Held Property (Schedule E) TOTAL GROSS ASSETS Less Debts and Deductions (SCHEDULE F) CLEAR VALUE OF ESTATE 28 157 24 28 57 24 VALUE AS REAPPRAISED $-------+-- 28 157 24 Valuation of life estates or FOR USE OF REGISTER ONLY Tax on $-__~...........2% Tax on $qr.%0 Tax on $---_-__........-+-........,... Tax on $10% Tax on$15% ~~ptioos * Total Estate .......l_- TOTAL TAX COMPUTATION OF TAX $..,....__-__-4-_$------.............,.;.~ $-..".--..,....-_-4-~ $....-'-------+--..,....;- $-....--.--.--_-----+--- (*)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=~..=•. BALANCE OF INHERITANCE TAX DUE $..,....,....,...,...,..",..,.....,..--"-C.Add interest at rate of 6%from_____to $ AMOUNT OF ESTATE TAX ASSESSED$..,....-...,.,.---~L-.·.. Estate tax paid $__......,.._~~L- BALANCE DUE $"""'""'".....--.-'-.....-......L-.- Add interest at rate of 6%from to TOTAL TAX BALANCE :-=--=--=-=======~I-..PAID $-.....IC 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 explanati(m~ Will Administration !No . IN THE Year . MATTER OF THE APPRAISEMENT OF THE ESTATE OF .,,"()~'..HAZZA Deceased Late of ..HOUSTON County of WASHINGTON Commonwealth of Pennsylvania REPORT AND APPRAISAL Jj CI Funn !1CC-2 DEPARTME~~T OF REVENUE BURF.AU OF COUNTY COLLECTIONS... /'HARRISBURG.PENNA.17127 COMMONWEA~THOF PENNSYLVAl'".JIA RESIDENT INHERITANCE TAX APPRAISEMENT DATE ..~~.~.Y ??L ~.~..??. COUNTY WASHI.N.GTON I FILE NO..Q..~.~.7.+..~.1..2..Q..~. Whereas,~Q~~.~~'late of ~9..v.§~~. in the County of w~m;.~G..':+.Q~Commonwealth of Pennsylvania,having died on the p..1n.t.h day of .Qc..t.Qbe.r 19 7.+seized and possessed of an estate subject to Inheritance T~nder the laws of the Commonwealth of Pennsylvania;ha.i::::::r~e:;~~~~~~~;s:e:~P:;i::::i~e:=~:d~::~~:~a~ 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. Description of Asset REALTY: SEE COpy OF SCHEDULE A ATTACHED TO APPRAISEL PERSONAl ! SEE COpy OF SCHEDULE B ATTACHED TO APPRAISELE .' total Unit Values $ Appraisement Made for Inheritance Tax Purposes 15,000 00 28,157 2i Having been duly sworn according to law,I do hereby certif~at the above appraisement is made in con- formity with law on this...:<::Q..8~..day of ~-!..·rIf ···\::iJ;·..·-:··.....19?~.d?:~~~~~~····..············~..····~..·(~~~u~m~~;';;"'~' ...........................................................................,,Penna. PORt om"e) .......WASHINGTON ....County ;- RESIDENT INHERITANCE TAX APPRAISEMENT Estate of JOHN MAZZA Deceased. Late of HOUSTON Date of Death,~.Q~~.~7~....... Appraiseme/lt Docket Vol.,~...t... Page,;{.~.~~.~~=..No.6.3.~.7~~12.6.5 . Filed in Register's Office,.~9,..J,..Y 4..~J9 7.~ Amount of tax due,$,. DEPARTMENT OF REVENUE Received, E,r:amined al1cj'Approved,,,. Wroteabo.ut Appra.isement, Appeal.f1'om Appraisement,,. Entered an<lcharged,. .~.~ I ,.i11 .. ~.. RCC-43 (5-65) COMMONWEALTH OF PENNSYLVANIA .DEPARTMENT OF REVENUE HARRISBURG J NOTE:TO BE SUBMITTED IN TRIPLICATE Pennsylvania Department of Revenue Bureau of County Collections 26 S.4th Street Harrisburg,Pennsylvania Dear Sir: Pursuant to Section 742,Pennsylvania Inheritance and Estate Tax Act of 1961, we herewith submit the following report: NAME OF REPORTING FINANCIAL INSTITUTION Pittsburgh National Bank ADDRESS 6 South Main Street Washington Pennsllvania 15301 ACCOUNT NO.OF JOINT, TRUST OR INVESTMENT DEPOSIT....108~.3=..;..3-~948~40:!itoo3L.-_-'--_ NAMES ON ACCOUNT OR INVESTMENT HZ'John Mazza or mss Joan Diane Mazza DECEASED JOINT DEPOSITOR,TRUSTEE OR INVESTOR __Mr--..e_JO_bn_.._M_a_z_za _ ADDRESS 3,;..06_·_W_e_s_t_P_ik_e_S_t_l:"e_e_t__H_ou_s_t_on......:J:.....-Pa_.~...;;15:....:.3...:.4_2 _ DATE OF DEATH October 9,1971 SURVIVING DEPOSITOR, BENEFICIARY OR INVESTOR ..,;;;M1,;;:;';,;;;.ss::...-..::.J.;:;.o8.;:;;;;n~Di=a:.:.:n.:::..e ...:.;Ma;.;;;."::zz:.:;8.:....--_ ADDRESS ....:30=-·_6_\_'1e_s_t_P_ik_e_S_t_r...;..ee_t__Ho_u.:..st.:..o~n~J_P....;e....:•....;1:::!3=·,;,:42:.:-_--- RELATIONSHIP TO DECEDENT-""'D;".;;;a=ug"""'h=t.;;.;:cr:.-.._ DATE DEPOSIT OR INVESTMENT WAS ESTABLISHED December l..,1970 BALANCE,INCLUDING INTEREST DUE,AT DATE OF DEATH $$1,943.56 '...... I ()/)ft J/I)r.'I J •or to -:.I,&f'!J S~42J!?-;.,..,. '1 /)J~::..I J10 •"/J!ft!t!t.~,/{)~/),'I J '.Signature TITLE-7U ¥)/(,.fp I :r '~-.1 J Kenneth Kr1korian~f)0 Pla.tror~Assistant ----------------------_._------ Houston,Pat 15342 OFFICIAL NOTICE OF INHERITANCE TAX APPRAISEMENT AND ASSESSMENT OF ASSETS NOT SU BJ ECT TO ADMINISTRA TION Date:NOVElvlBER,1,1971 County WASHIliGTON County File No.\?t -J.JS-!:j Bureau File No._ra 3 -7/~/:2 '5 TO:J_o,-a_n_D_i_an_.e_Ma_,_z_z_a_',,,_.'_ 306 West Pike St~ COMMONWEAL TH OF PENNSYLVANIA DEP$tRTMENT OF REVENUE B,l.}REAU OF COUNTY C'OLLECTJON5 INHERITANCE TAX DIVISION £ W~havereteiv~d notice t~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~conNovember1,197].,you came into ownership of certain property J(AX~fmJlM:ll.UmDbbl~HK:ItKi:~iHMX transfer from John 14azza,deceased (Houston) Under the Inheritance and Estate Tax Laws of the Commonwealth of Pennsylvania such transfers are taxable and the liability for the payment of the inheritance tax due is impo"sed upon you,as ,transferee. The property on which tax is hereby assessed consists of:Jt•Account No.83-3-948403 held in, the Pittsburgh National Bank of Washington,,Washingbon Office.Washington,Pennsylvania, In the names of John Mazza or Joan Diane Mazza.Balance as of date of death $1,943.56. appraised by the Commonwealth,as of the date of death,at $1,943.56 100 %of this amount is taxable at the rate of 6 % ORIGINAL ASSESSMENT AMENDED ASSESSMENT DATE OF ASSESSMENT TAXABLE AMOUNT lESS:ALLOWED DEBTS NET TAXABLE AMOUNT $_-=1.!-.9Cj4""",3.L,'5a.6:-__$-------- AMOUNT OF TAX DUE 116.61 D If you pay th~above amount within three (3)months of the date of death of the decedent,or on or before Jan.9,19 71 ,you may deduct a discount of 5%of the amount of tax due,or D This tax became delinquent,fifteen (15)months after the date of death and,in addition to the tax,statutory interest at the rate of 6%of the tax per annum is also due as of *_ 19 in the amount of *If the tax is not paid by the above date additional interest is due at the rate of 6%per annum until paid ,TOTAL A~O~T DUE $1l{)).61 $::===:::~============= APPRAISED BY:~PeASSESSED BY:.ll.lR1L:.l.JS~SE::.!::.:ll:....:M:.:.:.:A.:.:.:R.:.:.:1N..::....O.__'__ (Inheritance Tax A~raiser)(Agent for the CommonwealtlY) INSTRUCTIONS TO TAXPAYERS Make checks or money orders payable to:, If~"lit t/ !J-/~72 To insure proper credit to your account this Official Notice must accompany 1?=jrA;;f~ AGENT FOR THE COMMONWEALTH COURT HOUSE WASHINGTON,PENNA.15301 If you have already paid this tax to an executor,administrator,attorney or other personal representati"~e'of floJe decedent for forwarding to the Commonwealth,list below the date paid,name and address of the person to whom you made payment,their official title and the amount."._... Date Paid Name and Address of Payee Official Title,Amount Paid SS: Under certain circumstances,if,after the date of death of the decedent,you personally paid funeral expenses or other just debts of the decedent,with funds derived from the property herein taxed,such amounts expended by you may qualify as deductions against the gross value of the property in the computation of tax due.If any such expenditures meet all of the three following tests,it is recommended that you itemize th~payments below, execute the affidavit,and return this notice.The Register of Wills will examine the debts claimed and_allow those which he determines to be proper.The tax will then be recomputed and you will receive an amended assessment of tax. THE THREE TESTS WHICH MUST BE MET ARE THAT:. 1 •You were personally legally responsible for these debts,and".. 2'·You ac'tually paid these debts out of the account 'or property described above and can furnish proof of such payment,if required,and 3·These same debts are not also claimed,for tax purposes,by an executor,administrator or other personal representative of the decedent handling the administration of the general estate of the decedent or any other transferee. SCHEDULE OF DEBTS Date Paid .Name of Payee ".Description of Obligation Amount Paid . 0 TOTAL $ (attach separate sheet if requ Ired) COMMONWEALTH OF PENNSYLVANIA) COUNTY OF:_ I,hereby certify that the foregoing is a just and true statement of funeral ~«penses and other debts of the decedent,,for which I was legally responsible and which I did payout of the property herein taxed.I further certify,that to the best of my knowledge and belief,these same debts will not be claimed by any other person,for inheritance tax purposes. SWORN AND SUBSCRIBED BEFORE ME THIS DAY OF ____________19__. REPORT OF REGISTER OF WILLS Signature of Taxpayer I,the undersigned,duly elected Register of Wills in and for the above county,do respectfully report that I have allowed deductions listed above in the total amount of $..--------0 Date of Approvol:_ Regist~r of Wi lis Fonn R.CC-2 DEPARTME1'JT OF REVENUE"B~EAU OF COUN'I"'Y COLLECTIONS HARRISBURG.PENNA.17 127 COMMONWEALTH OF PENNSYLVANIA RESIDENT INHERITANCE TAX APPRAISEMENT DATE ..M!.illG~?,Jo.9.7?. COUNTY ~~A?!:I.~~.9..~9..~. FILE NO.~.?::.7~.:~.?9..?.. Whereas,~g.m~~.~.~.A late of tI.9V$.1'QN . in the County of WA..§H.J.NG.'r.Q.N '"Commonwealth of Pennsylvania,having died on the :l:-:~.~day of }-J9..~.~19.?.~,seized and possessed of an estate subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania; " Therefore,I,f.RANg:¥.;.~~9.,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. \,//1 Unit Appraisement Description of AssetI Values Made for Inheritance Tax Purposes, JT.ACCOUNT NO.83-3-9484403 HELD IN THE PITTSBURGH NATIONAL BANK $1,943.56 OF WASHINGTON WASHINGTON OFFICE,WASHINGTON,PENNSYLVANIA.In the names of John Mazza or Joan Diane Mazza.Balance as of date of death $1,943.56 "..j~ . ." Having been duly sworn according to law,I do hereby certify that the above appraisement is made in con- formity with law on this ~mL.............................day of MARC.H·····················FRANcE~'rt.E6···..·..............................19 ..7? ........... Appraiser.....................~4.4...w~.~.h.t.ngt.9.n...'r.r.4.~.t....J3:L.qg~. (Number and Street)...................Y.l.~.f'.h.:L.Dgtg~,...R.~~D.a.:.~' ,Penna. (Post Offiee) RESIDENT INHERITANCE TAX APPRAISEMENT Estate of WASHINGTON County 't' F"'l ··"··r...·I i ._,.,'"'!.i-.!i_.L J, .'72 OCT 26 MJ fD 27 JOHN.MAZZA Deceased. Late of HOUSTQN .. Date of Death,.Q9t.9..t>.E3.r.9.,....l97J.,..--....... Appraisemel!t Docket Vol.,1$~~..;:.:. Page,...2.35.~.5 No..63.~.7l~l2.65 ,.. Filed in Register's 0 fJice,.N.ci.r..g.h ~.,J 97.2.. Amount of tax due,$.. DEPARTMENT OF REVENUE Received, ..~Examined and Approved,:.":;~.. Wrote abaut Appraisement,.. Appeal f,.om Appraisement,. Entered and charged,.. RUSSELL MARINO REGISTER OF WILLS WASHINGTON CO.,PA. ,~.~ , 'j 'I ~. N2 11957 RI!CORDea's Of~ICIE;(~~'?1l/~/RECEIV~F 'J .:.::-;::;,~&d=f~~;:p7:::~;~-~1~1~::00 ,,=doo Fees ···············$....·..···..·~·50 ~/~.J--. T $;~..:)..State ax.. . . . . . ...'z)'7J 1.00 Certificate and Seal $....................~ ~ Recorder of Deeds Registration Fee $.. Satisfaction $'7~"'" Total $ _.. ~I =======::P:=R::ID::SID::N:::T=R:::E::::C=E=IP=T=W=H=E=N=L=IF=T=:=IN=G=I=N:;:S=TR=U=M=E~=N='r=======;,.._ l ~-'Washington,Pa.,/..!.:...(:.1...::..19 . ) 1 l:I I ) l II II l\ :1~ State Realty Tax $.::::::-::. 1_-.-P"lI 2 4 2 5 2 1 2 ,I. ._-j.....,....- f"J ,I.'I' 2 4 5 0 1 4 o 0 1 4 o 0 1 3 9 770 2 0 o 0 3 2 4 6 o 0 2 o 0 3 0 o 0 4 6 1 7 1 4 0 7 8 6 1 4 0 7 8 6 500 400 1 6 o 0 3 7 5 0 1 1 5 0 7 6 8 409 ,I.", .00 T .::-11'5)0 C!J .C r 1 5)0 J :J ~;.:~:~ 3 00 .S 0 7)7 6 1 .5 8 102.82 1 7 3 .It 3 358..31 100.00 399.18 100.GO 15.0 a 1 5.00 - 1 50.00 l~00.00 711.22 '5.7 6 2,ti81J8 113.562fU572.~~ 2 8,1 5 7 ~:~" Affibuuit ®f 1£xrrutnr OOr i\~miut!ltrntnr @ltatr of 'rnnagluania,~fifi: Olounty of JIIlJaal1ingtun \ Personally before me,the undersigned authority,a .NQ.~~~.Y.~lA.:~in and for said County and State,appeared ,RON&LJ:),&ZZA who,being duly sworn according to law,deposes and says that he is the executor~of the estate of ......JQIDI HAliZA deceased,that the foregoing schedules constitute a complete inrentory and appraisement of the real and personal estate of..J.~MZ;M , deceased,except real estate outside the Commonwealth of Pennsylvania;that the figures opposite each item of real and personal estate in the foregoing schedules are determined and stated by the undersigned to be the fair value of said items as of the date of the decedenes death,based upon a just appraisement of each item made by the above named Executor ~. Sworn and subscribed before me this....t.?~~......l .',/'/, day of.~,~y.l.9 7.~./i!.:I A-::dL;.-..rL"-t:l..L~.d....:<'a.;t&~~../.. /.'-.~~;c .'-.4i'J rt ''<-•/.'<.'•Executor-B isD1»1C/.4./7.I..A .(.d.£...,,_.L.-<'.';,...•.t.~(,.T•••y ·..····..·Ronald MeEZa (--L~tt.L)ADDITIONAL INSTRUCTIONS 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 HCRI-34,Under $10,000;1 Original and 2 Copies and 2 HCRI-33, Over $10,000,including Copy of Will;1 Original and 3 Copies and 2 HCRI-33,Over $50,000,in- cluding Copy of 'Vill and copy of Federal Estate Tax Return. HEFERENCE FOH ADDITIONAL COPY Act of 1947 P.L.513 Sec.5.2,72 P.S.4844.2 were '1JuUtutnry nub i\pprniBttttfut of the goods and chattels,rights and credits which J'08R MAZZA Borou9!l of HoustoDof·Jate of .. Washington County,Pa.,taken and made in conformity with the above affidavit. DOLLARS CENTS AI&tl\et cflrt&1n lot of gt'Qu~Oit:\lQt9 in tho ~rou<irh oR l!S)UfJto\,\,mU~binston County,Pennoylvani.••and beinf £;0"0 ~tlcu1QJ:'ly cloocl'ibQd in ~od hOlt 1284,pe90 830.015,OOC.00 I'lttetu.rgh Na.tl.on~l a.ank Cboak1n;Acaoua~~83-1-18at4t ~ln9 Acco"nt ~63-1-1a9079 dloe1dnq Aecount ~3-4-e15121 ncorlcan t~stor8 Mutual Soc.lQty eommolNr,LodtJo 110.1~7,Datb 90DGflt t7ooblqtoft OI:Nn~y.h ••re40rQl erodlt Union lft6opoR&ant Club of WQablqtoQ o::M1ftty.Del1th aenefit Ia&opoRdoftt Club of MuG.,Doath Benoitt Oracr BoDO of It&ly 1n Am$rice.orona Lo4ge of lPonnoylvQftia,Death BeDefit Vm40atlol Incnu:aftCe compan" IDtarna1 Revenue Service,overpeyment of 19711nC'OJlG \10oblDgtoo CO\loty Motor ICLUB,rebate 3C<.00 7,7'~.58 10~.82 17:.43 351 .31 lOt ~.OO 391 .18 lOC .00 154~.OO 404 ~.OO 71 .22 tax 2,48 ••39 .76 "100011 company,return of moneys held in mort9aqe fUnd eoerow 11'.56 TOTAL INVENTORy.................l28,l57 .24