HomeMy WebLinkAboutOC1968-0653 - ESTATE OF CARSON37-75-1
COMMONWEAL.TH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF COUNTY COLLECTIONS
INHeRliANCe TAX DIVISION
NOTICE OF FILING OF APPRAISEMENT
IN YOUR RI'LY PLIA.I
JIlI'.IIl TO
BETHEL C.LUTZ Informant
In Re:Estate of -...,,;L=A~U~RA:::.::...::::.C:.!..,•....lC::.:.AR~S.::::.O~N _
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You are hereby notified that the ~or~l~·g~l~·nwa.l~-------------
appraisement in the estate of Baura C.Carson
has been filed in the office of the Register of Wills Qf Washington
County on 64.47(14£)/01'/,19U.Said appraisement reflects the
following valuations:
Real Estate _
Personal Property __~1~.21~2~.~4~8~-----
Jt.Held Transfer s ---------=1:.J,L::441::1;.o<3u•..::O~4:.----
Tota1 --..,--~2~,6l!..5,-5u.,-,5~2,--__
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 one year 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 OF DEATH:December 4,1962
~TATE INSOLVENT
Note:This is not a bill.
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IN THE ORPHANS'COURT OF WASHINGTON COUNTY,PENNSYLVANIA
IN RE:ESTATE OF )
LAURA E.CARSON,
Deceased.)
No.--------of 1968
PETITION FOR SETTLEMENT AND DISTRIBUTION
OF ESTATE OF LESS THAN $2,500.00 UNDER
PROVISIONS OF SECTION 202 OF THE
FIDUCIARIES ACT OF 1949,AS AMENDED.
TO THE HONORABLE P.V.MARINO,
PRESIDENT JUDGE OF THE SAID COURT:
The petition of BETHEL C.LUTZ respectfully
represents;
1.That she is one of the surviving sui juris
children of Laura E.Carson,who died December 4,1962,a
resident of Fallowfield Township,Washington County,Pennsylvani .
2.That said Laura E.Carson died testate,she having
made her Last Will and Testament on June 13,1959;the unpro-
bated original of said Will is attached hereto,made a part
hereof,and marked "Exhibit A".
3.That Paragraph Second of said Will gave,devised
and bequeathed the entire estate after payment of debts and
funeral expenses to Hazel E.Carson and Marie Carson,as joint
tenants with right of survivorship.
4.That said Hazel E.Carson and Marie Carson both
predeceased Laura E.Carson,they having died,without issue,
June 28,'1960 and October 13,1959,respectively,and,there-
fore,in spite of the existence of the Will of Laura E.Carson,
as set forth herein in Paragraph 2,the said Laura E.Carson
died intestate.
5.At the time of the death of Laura E.Carson,she
was survived by four children:Roy I.Carson,Lloyd W.Carson,
Bethel C.Lutz (the herein petitioner),and Marjorie C.Rist;
~.'-
all of these children are sui juris and living.
6.That at the time of her death,Laura E.Carson was
the surviving tenant of Savings Account #11660 in the Charleroi
Office of the Mellon National Bank and Trust Co~pany,and that
said Account had a balance of $191.78 in it at the time of her
death,and that with the accumulation of interest it now has in
it the sum of $229.83.
7.That at the time of her death,Laura E.Carson
was the surviving tenant of United States Government Series H
Savings Bond No.M-720,313-H having a maturity value of $1,000.00,
with the maturity date to be December 9,1964.
8.That on December 1,1962 the Treasurer of the
United States issued check No.20,014,437 payable to Mrs.Laura
E.Carson or Miss Hazel E.Carson in the sum of $20.70;this
check was not received until after the death of Laura E.Carson
on December 4,1962.This check still remains uncashed in the
hands of the petitioner.
9.That interest has accumulated on said bond in the
sum of $215.45 to January 31,1968,therefore the total value of
the bond plus unpaid interest including the above mentioned
December 1,1962 check is $1,236.15.
",,;:;.,.--
....,r
10.That other than the assets listed in Paragraphs
6 and 7,herein,there were no oxner assets.
11.That the Will of the decedent has not been offered
for probate and no administration has been raised,nor is any
contemplated.
12.That decedent was not employed at the time of
her death and no salary,wages or accrued pension payments were
due her or have been received by your petitioner or anyone else,
since her death.
-2-
J.•,
13.That decedent was not indebted to anyone at the
date of her death for your petitioner has paid.many expenses,
including the following for which copies of the receipted bills
are attached hereto,made a part hereof,and marked "Exhibit B":
Harold L.Schrock,Undertaker -$1,270.30,Waddington Convales-
cent Home -care of decedent last year of her life -$2,700.00.
Your petitioner will absorb the expenses and costs of this Peti-
tion.There are no creditors or parties interested in decedent's
estate having a higher priority than petitioner's claim of
whom petitioner has knowledge.Petitioner contends that after
giving deductible credit for the payment of the funeral bill,
the cost of care of decedent in 1962,and the costs and expense
of this Petition there will,be no distributable estate.
14.That your petitioner has filed with the Register
of Wills of Washington County,Agent for the Commonwealth of
Pennsylvania in the collec¢ion of inheritance taxes,a true
and correct Report and Appraisal of the assets of which decedent
died possessed and a Statement of Debts and Deductions (RCC-62),
which has been approved by the appraiser for the Commonwealth,
and the decedent's estate has been determined to be insolvent,
and,therefore,no inheritance tax due;said determination is
attached hereto and marked "Exhibit C".
15.That there accordingly remains in the decedent's
estate a balance for distribution for the reimbursement of your
petitioner for the expenses set forth in Paragraphs 13 -approxi-
mately $1,465.98,composed of the "H"Bond,interest on the Bond,
and the Savings Account in the Charleroi Office of the Mellon
National Bank and Trust Company.
-3-
WHEREFORE,your petitioner prays your Honorable Court
to direct distribution to her of the assets remaining In dece-
dent's estate,as shown;in Paragraphs 6 and 7 hereof,In accord-
ance with the provisions of Section 202 df the Fiduciaries Act
of 1949,as amended.
Commonwealth of Pennsylvania
County of Washington
)
)
SS
Bethel C.Lutz,who being duly sworn ·according to law,
deposes and says that she is the herein petitioner and that the
foregoing petition is true and correct to the best of her
knOWledge,information and belief.
Y3edJ;)(J;.
BETHEL C.LUTZ
Sworn to and subscribed
before me this JocL day
~~,,",~~::...-_,1968.
GAZELLA MUCY,WOTARY PUBLIC
CHARL£ROIBOROUGH,
WASHINGTON COUNTY
MY COMMISSION ~~PIRES AUG.30.isi!
-4-
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I,LAURA E.CARSON,of Fallowfield Township,Washing-
ton County,Pennsylvania,being of sound aDd disposing mind,mem-
ory and understanding,do make,publish and declare this to be my
Last Will aDd Testament,hereby revoking ~nd making void any and
all other Wills made by me at any time heretofore.
FIRST:I direct that all of my just debts and
the expenses of my funeral be paid as soon as conveniently may
be after my decease.
SECOND:All the rest,r~sidue and remainder of
my estate,real,personal Qr mixed,of wha1;fsoever nature or where-
soever situate at the time of my death,I give,devise and
bequeath to my two (2)beloved daughters,HAZEL E.CARSON and
MARIE CARSON,as joint tenants with right of survivorship.
THIRD:I hereby nominate,constitute and
appoint my beloved daughters,HAZEL E.CARSON and MARIE CARSON,
as Co-Executrices of this my Last Will and-Testament.
IN WITNESS WHEREOF,I have hereunto set my hand and
seal to this my Last Will and Testament,which consists of one
(1)typewritten page,this I.~day at~.~1 59.A.D.~~...~~,~AL)
Laura E.Carson
"EXHIBIT A"
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Stafement
.
Waddington Convalescent Home
PHONE-DAvenport 6-4077
Fayette City,pa.,~t.Av,rk IfL~
M~~Cc~
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Room -Board la~~J9/&20/~~.~-b ::<100 c:J)O.Extr~Laun~V IZLL-.lt~'/r~.?-!.......I I
Drugs
I7L.bLa...t!Doctor Calls ~/-A-j'L •cLc/-//_/_bt=--,
/Telephone
Private Nurse
ITelevision
II-.
J
Disposal Pads
Tax , I~
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."EXHIBIT.Bn
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Casket and Services Complete $uto..SO
SERVICES
INCLUDED
Embalming and complete care of body,
including shaving and cosmetics.
Removal from home or local hospital.
Casket complete,including slumber robe
and outside grave case.
Funeral coach to cemetery
Pall Bearers'gloves.
D'rapery and necessary lighting
Chairs for funeral services.
Use of Funeral Parlors
Procuring permits from doctors
and health authorities.
Personal supervision and attendants
Acting as your agent and at your request,we have advanced cash
to pay for the following:
Cemetery Charges _
Newspaper N'otices _
Telegrams and Telephone Calls _
Dress or Suit .-
Charleroi,Pennsylvania Jan.·1~h
Received From tie'thel c.~s
1963
In Payment of the account as listed
.~.~~.
$1290.30
$12'10•.30
$20.00
Balance
Total
Credit bV -=ck-:·.-.~1=-/::7.:-:'}=ft3-=-·-------
Credit byeo$~d!.$C,.
$1220.301"fI.elve hundred.seventv &90 een'ts
4CCC.paid iit1lUl1
/.-
_.~~
Statement
Charleroi,Pennsylvania .July 5th 19 M
In Account
With
Mrs;.BeUtel Lutz:·
R.D..
Cbarl.w:ol.Pennsyl'Wltlia
d-/-a~o[d~c:SC!h~oC!k
9une'l.a[d-/ome
Phone HUdson 3·2911
.;
For directorial services rendered in connection
22tLPa.Unf ilit~~~fton:tvenue
with the Funeral of La turn S.Carson
This statement is sent promptly,not as a request for immediate payment,but that
you may verify the details.Should there be anything not fully understood,kIndly grant
us an early opportunity to explain.
The cash discount on this bill Is If paid on or before _
Positively no discount after that date.
On and after a carryIng charge of one-half of,one percent
monthly,will be charged.
hfc/0nl 4/17/68
IN THE ORPHANS'COURT OF WASHINGTON,COUNTY,PENNSYLVANIA
IN RE:ESTATE OF
LA URA E.aRSON,
Deceased.
)
)
No.of 1968
DEC R E E-------
upon consideration of the annexed petition
provisions of Section 202 of the Fiduciaries Act 0
amended,the Court Orders and Decrees the following assets of the
Estate of Laura E.Carson,deceased,be hereby awarded to Bethel-
C.Lutz in reimbursement of funds advanced by her to pay debts
owed by decedent and by decedent's estate in the aggregate of
$4,110.30:
a)Savings Account #11660 in the Charleroi Office of
the Mellon National Bank and Trust Company,inclua-
ing all interest accumulated therein and thereto;
b}United State Government Series H Savings Bond
No.M-720,313-H and all accumulated intrest;and
c)Check No.20,014,437 of the Treasurer of the United
States in the sum of $20.70.
This DECREE shall in all respects have the same effect
as a Decree of Distribution to be made by a personal representa-
tive and a certified copy hereof shall constitute full authoriza-
tion to effect the transfer and payment of said assets to Bethel
c.Lutz.
.1
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IN THE ORPHANS'COURT OF
WASHINGTON~'pUNTY,PENN'A,
NO ...~08 of 1968
.~IN RE:
ESTATE OF
LAURA E.CARSON,
Deceased.
PETITION FOR SETTLEMENT AND
DISTRIBUTION OF ESTATE OF
LESS THAN $2,500.00 UNDER
SECT.202 OF FIDUCIARIES ACT
AND DECREE
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HOWARD F.CARSON
ATTORNEY AT LAW
CHARLEROI,PA.
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