HomeMy WebLinkAboutOC1968-0816 - ESTATE OF ALONSOPETITION SUR AUDIT
IN THE ORPHANS'COURT OF WASHINGTON COUNTY
Testate Form v/"
Estate of ~.~~~J:,QN.~Q.t _ ___'.'.
Deceased
No..J~~§9.f...J~§.~__,.
Fiduciary J.~s.$...A.1Qns.9..
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Decedent's death Jll1y 16.,...~96.7 _Grant of Letters A.:ugUs.t 18.,...~96.7 .
This is the ;{J...r!?t ~J).g :fj.J}..~l account filed in this estate
If there have been former accounts filed in this estate,list file number or number and term None .
Election to take
Under ~will.(cross out one)
Date Election Place of;
Filed 9•.68 Record L.~_ _ .
Name cl surviving spouse Carm.eo.a..A19.nS.Q ___ _ _ .
List issue,where material:
Did decedent marry after execution of will?(indicate)Yes.No.Any children born after execution of will?(indicate)
Yes.No.If answer yes,name them N.Q _ _.._ _ _..
)"...___ ___-_--_.-__-__--__-----__-_---_-----_.._.._---..---.---..---------.--_.---__--__--.-..---_.----.---_.
Leg.atees Relationship Interest Fiduciary,if deceased or not sui juris
Manuel Alonso,Jr.Son 1/5 Sui Juris
Gonzalo Alonso Son 1/5 Sui Juris
James Alonso Son 1/5 Sui Juris
Sally Bakola Daughter 1/5 Sui Juris
Joseph Alonso Son 1/5 Sui Juris
List,if exceptions to above:
None
If partial intestacy,give facts:
None
Adeemed:Revoked:Lapsed:Abated:Give Cause:
Notice to interested parties.Have all parties,having either vested or contingent interests and all crediors entitled
to notice (Court Rule No.9 paragraph C:Section 6:Subdivision c)received written notice of the filing of the account
and of call of audit?Yes.DX
If any exception give cause:.
File copy of Notice
and date of mailing J.une...~1.,1.9.68..
Is estate subject to the filing of a Federal Estate Tax Return?N9..
Actual payment made on Pennsylvania Transfer .Inheritance Tax.Amount $None .
If the Will makes any portion of estate subject to a life-estate,give name and birth date of life tenant .
Give Names and addresses of all unpaid creditors who are legally entitled to notice,tog,ether with the amounts
of such claims;state whether they are admitted to be correct;and whether the claim is denied.
None
Give reference to such parts of the will as require interpretation by the Court;a reference to all questions re-
quiring adjudication,and a statement of any other facts deemed necessary for the preparation of the adjudication:
None
Balance for distribution per account,
Itemize any additional debits not shown by account:
I.
Total additional debits (Add)
Itemize any additional credits not shown by account:r
Total additional credits (Subtract)
Balance for distribution
$ .__N.o.n~.
$No.oe .
$1.,.91.3..•.19 .
$7.,.91.3..&1.9 .
If balance for distribution is not in cash,list each item held in kind,giving appraised Value (or distribution Value);
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If Family Exemption claimed by Petition,give place of Record:NaD.e _ _.___.__.__.
If Family Exemption is claimed at audit,give name,relationship and basis for C1aim:__.None ._.._ .
list any advancement or distribution on account that has been made,and nature and amount of same:
NODe
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:
Manu~l Alonso,Jr.-One Fifth
Gonzalo Alonso -One Fifth
James Alonso -One Fifth
Sally Bakola -One Fifth
Joseph Alonso One Fifth
COUNTY OF WASHINGTON,SS:
COMMONWEALTH OF PENNSYLVANIA.
The above named Fiduciary or representative thereof,
being duly .SW-Qr_u.__doth depose and say
that the facts set forth in the foregoing petition are true And your petitioner will ever pray,etc.
............._~£..~_ .
me this__.9t.h._day of._.8e,pte.mb.er 196.8..
Signature of Officer.....~..f3.~.y..~.""
to the best of.__.__..h.is .._knowledge and belief.
........._....__.._.._SWO.rD ....__to and subscribed before
Title of Officer :!~P..RG.~RF.r...BM..~ota~"..P.LlbU.c .
WASHINGTON,WA3HlNGTON eo..PI!..
Office expires M.y.COlllmlssion.Expjres..F.eb.r.!1~ry.277.19.1!-.....•..
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No..~.1§Qf 1.9.68 _ _..
Estate of ,MANUEL..ALO.NS.O .
Deceased
Fiduciary J.es.s~.Al_Qn.s.o _.._._-_.__.
........-.-_..---_ _..-_-'..-.---_---.
PET'ITION 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,being
rule No.9:parag raph b-c:and divisions
thereof:shown on pages 23-24..
1.Written praecipes of all Counsel in the
case.
2.Copy of order appointing Guardian ad
litem,·if pertinent.
3.Copy of Order appointing Trustee ad
litem,if pertinent.
4.Proof of service of above.
5.Letters Testamentary or Administration
C.T.A.or an attest copy of Will.
6.Copy of inventory and appraisement:
7.Proof of advertisement of grant of letters
if not filed with account.
8.Certificate of liens in case any of the
funds for distribution are from judicial
sale of real estate.
9.Signed and itemized elections if any
distribution in kind.
10.Copy of Federal Estate Tax return if es-
tate is subject thereto.
Attorney
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HANNA &-HANNAI..
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KNOW ALL MEN BY THESE PRESENTS:Whereas,at Washington,in the County aforesaid
on the 18th day of August A.D.19 67 ,before me,
Josephine M.Douglas ,Register for the Probate of Wills and Granting
Letters of Administration in and for the County of Washington,in the Commonwealth of Pennsylvania,
the last Will and Testament of Manuel Alonso
late of Langeloth in the County aforesaid,deceased,
(a true copy whereof is to these presents annexed),was duly admitted to probate;and
Jess Alonso
the Executor in said Will and Testament named,having appeared before me and taken and subscribed
the oath of office prescribed by law;
NOW,THEREFORE,I,Josephine M.Douglas ,Register as aforesaid-,do
grant these LETTERS TESTAMENTARY,unto the said
Jess Alonso
committing unto him the administration of all and singular the goods and
chattels,rights and credits,which were of said deceased,and requiring him
to exhibit a true and perfect inventory thereof into the Register's Offi'ce,at Wa'shington,within ninety
days from the date hereof,and to render a just and true account of s'aid administration at the expiration
of six months from the date hereof,and to regard and comply with the provisions of the laws of this
Commonwealth relating to inheritance taxes.
IN TESTIMONY WHEREOF,I have hereunto set my hand and the seal
of said Office at.Washington,this eighteenth
day of August in the year of our Lord one thousand
nine hundred and sixty-seven.
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LAST WILL AND TESTAMENT c·
wheresoever situate,to my following children:MANUEL,JAMES,
making void any will or wills by me at any time heretofore made.
funeral expenses be paid as soon as convenient after my decease.
I direct that all of my just debts and
I have intentionally omitted any bequest t~
I give,devise and bequeath all of my estate,SECOND:
FIRST:
hereby make,publish and declare this ~o be my Last Will and
Testament,in manner and form following,hereby revoking and
JOSEPH,SALLY and GONZALO,share and share alike.
real,personal and mixed,of whatsoever kind and nature and
THIRD:
.my son JESS ALONSO'
(_,,':J.~~"';''::'I,MANUEL ALONSO,of Langeloth,Washi ngton County,
Pennsylvania,being of sound mind,me~ory and unde~standing,do
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FOURTH:I do hereby nominate and appoint my son,'.
to serve without bond.
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IN WITNESS WHEREOF,~,MANUEL ALONSO,the Testator,
Signed,published and declared by the above named
presence,and in the presence of each other.
have to this my Will,written on one sheet of paper,set my
hand and seal this Ii day of ?l'r _~,.1965."
:J ;)~Lae.v?"L~(SEA)
JESS-ALONSO,as Executor of this my Last Will and Testament,and.
Testator as his Will and attested by us,at his request,in his
COPY OF ,INVENTORY,
nss ,"','~
Han".].Aloft.o.
lanuel Alonso
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lInntutnrg '1uil 1\cfpratstmtitt 6f "t~e g~0tat~di~f!fi ri~n.jl(iinlTh wereupuelAons"''".,'",'.'.'
of :·;'.,: ::;,:;late·of ; : :;:,=,~:,...'~
Washington County,Pa.;taken and made·in conformity.with the 'abo~e affidavit"
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,.......S.,.'....r :DOLLARS CENTS
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2&0 s~eS·ot'Republl0'S~eel ·c~rPb.~atloD
let 'hoc.eeI.,,11"0.lIaleof ".;I·•.
\•'.''l.~-(~,~Dlvldelld ....,aepublio.Steel COl'pgrat-ion·
#'.,-',t..'••-~.•..-....~'..'.;-;'"•"...,."'.-;.'._,.fi-'"-;..l',~r :~_.-••:....._,PeDuJlvanlaWe>,uan'.Coapen8.tlon
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9,752 .N
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1,108.79
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.THE FIRST AND FINAL ACCOUNT of Jess Alonso,Executor
of the Estate of Manuel Alonso,deceased,of Langeloth,Washington
County,Pennsylvania.
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As Per Inventory $10,986.33
-
TOTAL ASSETS OF ESTATE 10,986.33
TOTAL AMOUNT OF CREDITS CLAIMED BY ACCOUNTANT 3,073.14
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BALANCE DUE $7,913.19
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THE FIRST AND FINAL ACCOUNT of Jess Alonso,Executor
of the Estate of Manuel Alonso,deceased,of Langeloth,Washington
County,Pennsylvania.
The Accountant claims credits out of the assets of
said estate,to-wit:
Dr.Bernard Berman Last Illness
Washington Hospital Last Illhess
Washington County Reports Advertising
Lee Funeral Home Funeral Espenses
AMOUNT
$1,236.50
12.50
8.00
30.85
5.94
18.00
3.00
16.00
549.32
549.32
365.00
275.00
3.71
Monument
Shrubs
Collection of Compensation
Claim
William Donati
John L..Brunner
Gaydos Monument Co.
PAYEE DESCRIPTION
Jess Alonso Executor's Commission
George K.Hanna,Esq.Attorney's Fee
Register of Wills Letters of Administration
Register of Wills Filing Inventory
Register of Wills Filing Account
Burgettstown Enterprise Advertising
$3,073.14
Washington County Reports
~~
Washington,Pennsylvania
(PUBLISHED BY WASHINGTON COUNTY BAR ASSOCIATION)
Estate Notices
The Register of Wills 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 hav-
ing claims or demands to present them
for settlement to the Executors or Admin-
istrators or their Attorneys.
e ••••••••••••••••
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 WASHINGTONt
STATF.OF PENNSYLVANIA (SS.
ALONSO,MANUEL.Dec'd.
fatepof Langeloth.Washington Coun-Y.enna.Executor:Jess Alonso R D #2Burgettstown,Penna.• . . •Attor~ey:George K.Hanna 421WpashmgtonTrustBldg.Washingtonenna.••
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
official legal pedodical for said Washington County,publisbed weekly having its
place of business at Washington.Washington County,Pennsylvania,and is act-
ing as its agent in this behalf;that the said WASHINGTON COl'NTY
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 adver-
tisement 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:
August 24,31.1967..........................................................................................
...........Se.p.t.emb.e.r 7.,..,l9..Q7..
KATHE·RINE C.YARD,Notary
Washington,Washington Co.,
My Commission Expil'8s
November 1,1969
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 allegations of
,hi<,ffid,,;,"",h,"i""!,!!"d oh",,,,,of~hlk'~'ru,.~,-~[Jt.~
S=,""d rub"'lh"'~'hl'~o,
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tary Public
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·ESTATE·NOTICE
Estate of ManuelAlonso,
deceased lateof Langeloth,.
Pennsylvania.i ~
Le tter s Testamentary
upon the aboveestatehav-.
ing been granted to the
un de r s i g ned.notice i s
hereby given to those in-
debted thereto to make 1m-
.mediate payment and to
those having claims or.de-
mands to present them for
settlement.Jess Alonso
R.D.2,
15urgettstown,PennsylvaniA
George K.Hanna,
Attorney
.-PROOF OF PUBLICATION
__-10>-_
State o£Pennsylvania
County 0·£Washington
I,_~..!.B.~.Y..Q§P.lJ.rE",:!..r..,,publisher of THE BURGETTSTOWN
ENTERPRISE,a weekly newspaper published in the Borough of Burgettstown,
County of Washington,State of Pennsylvania,hereby certify that the annexed ad-
vertisement Al.Q.ns.,Q e.s.ta.:t.e was published in said newspaper for
I---=2 ,'.'0.'consecutive weeks,commencing on the 23.rcl.__.
day of l1gu.s.t 19 8.7...and concluding on the 6..t.h day of
............_s..e.p.t.em.b.e.r.,19i2 .
E.JII..'"0 LO-.........._.'t::::'..ce::r~~/-~,PublISher
Taken.sworn to aDd su_T m,this ..()!.~.day of _.f3.".!'.~.El.".!.1l"..!:-..
19.J2L ·.__/~l:'~
Nota~PublicEDWARDF.LOUNDER,NltURY PUBLIC
•.• •Burgettstown Rorough,WashIng/OIl CIaJ"My comnussl..0n expll'es NttUf.lMISSIW.EXPfR'EnUmfAH{.J;TfJi 19•.........__._
~-~~""STATE OF PENNSYLVANIA,
WASHINGTON COUNTY,fI
The within named Accountant being duly sworn according to law,depose and say that the above account
as stated is true and correct 05 ____..__....veri Iy bel ieve.
Sworn'and subscribed be;fore me this ...Iid....---.
..~-d~y o~-W~19..~./..._
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.';DARLENE'NfC~HOLAS _'
,Notary I'ltaliC:Wash"{h'ifon,Washin2tollto•
•Mj (;~mmission [fpireS January 17,197~
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Washington County,55:I do certify that I have given legal notice to all persons
concerned of the filing of the within account in the manner
prescribed by StatutezjRUlzotC.,?uZ'/3vidence by proofs
thereof filed to No :':'a-.
...........
Witness my hand and official seal thiS.~/!?..l;Jv..
dayOf.··~iL~dL...9i~~.
Register of Wills
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The Court is respectfully requested to determine
proper distribution in this estate.
~f~Co sel for Accountant
lJu tl1r ®rpl1aun'(llnurt of lWIan!1ington OLnuntl1
In the matter of the Audit of Account in
Estate of_~M""'A.....Nl'l-u..lIE""'L~A.AnI.oLOAo....N'"'S~O.,..J.------"-----1 No.816 .0........f----o&o].....9'""'6....8'----__->
Deceased.
TO THE AUDITING JUDGE:
Enter -Jm~y'------'---appearanc~for .......A...c......c..,o....",U...n....t_a...n........t'-~_
p ...r day of September .19~
N.B.-Counsel shall,by separate paper,present a concise statement of each
claim.with supporting calculation of any int.erest 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.
11,
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No.816 Qf 1968 ,xrx.XX£
In re Audit of Account in Estate of
MANUEL ALONSO.
Deceased.
AUDIT
'rarripr fnr Apprnrattrr
FOR
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Accountant
Attorney
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ESTATE OF
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lin tijr OOrpqaus'(!lourt Df ma!i~in!ltnu aInuuty
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No.-_.__..~.~.§Of 19....§_?,~
First end FinalInthematte'r of the .. ....._
---------------------------------------d-ec-eas-ed-.-------.-----Account of <!.~~_~AJ:9_1!:~.Q . . .
_________________________________________.Ex._e_cutor_4-_
ADJUDICATION AND DECREE
And now---------------------SeP,te.mb-,;"r-------..:?-f-:-,19~_~,this matter came on for hearing,
audit and distribution at this session andtestimony aken;and thereupon,upon due consideration
thereof the balance for distribution in ithe hands of the Accountant is determined to be
$.------------:r,-9l3-"l9--------------------------and the accounit is accord ing Iy confirmed;and it is ordered,
adjudged and decreed that the said balance be paid out by the Accountant in accordance with the
schedule of distribution hereto O'ttached and made a part hereof,unless exceptions hereto be filed
sec.reg.or an appeal be taken herefrom sec.leg.
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SCHEDULE OF DISTRIBUTION
Balance pe1r account ._.-........._----.----------.--------------...
Balance__...---------------.-----.--..--------.--.-------.--.-.-.
Deduct Clerk's Costs &Receipts "---------
Attorney..._.. .__!!.~~_:rg.~_._~!~~:rl~~.__... . .
Russell Marino,Clerk O.C.,costs filing electio
to take under will,credit to be taken by the
accountant for funds advanced prior to distribu-
tion by the Court,
Russell Marino,Agent,transfer inheritance tax,
MAnuel Alonso,Jr.,son,1/5 residue,
Gonzalo Alonso,son,1/5 residue,
James Alonso,son,1/5 residue,
SRlly B8kola,daughter,1/5 residue,
Joseph Alonso,son,1/5 residue,
$.7.,_2J..3.~J9
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7,913.19~$--------------.------
2 .00
$7,889.19
2.""0
$7,886.69,f ..3
It)7.7'"~~c,%?~
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1545.80 ~.
151+5.79
1545.79
1545.79
1 5.79
No balance
No.._~),~Of 19 9J~__.__1 ~
In 'the matter of the First and Final
account of Jess Alonso,
Executor
of Estate of Manuel Alonso,
,Deceased
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i\~ju~iratinu au~Irrrrr
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IN THE ORPHANS COURT OF WASHINGTON COUNTY,PENNSYLVANIA
In Re:)
)
Estate of MANUEL ALONSO,)
)
Deceased.)
No.816 of 1968
ELECTION TO TAKE UNDER THE WILL
COMMONWEALTH OF PENNSYLVANIA )
)SS:
COUNTY OF WASHINGTON )
I,CARMENA ALONSO,being the widow of Manuel Alonso
do hereby desire to take under the Will with the understanding
that under my,husband's Will,no bequest was made to me.
'--subscribed before me
day of ~.RTf/Ll&4'
1!MMf PUDUc;BrATE d FlORIDA ...,.-...
M"e~MM'$SfOn fXPrRES OCT.•1969te:»_Q :lHIlOUGH F...RED W.DlESTELHORDT
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Bstate of Manuel
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Deceased.
ELECTION TO TAKE UNDER
THE WILL
IN RE:
In the Orphans Court of
Wa.shington County,Penna.
Alonso,
No.816 of 1968
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AND 'HANNA
WASHINGTON,PA,
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DATE APPROVED .
Fo'm RC C·10-1\I ..
OFFICE OF THE
REGISTER OF WILLS
OF __W~a"",s~h~l.::.:·n~g~t~o:.e.n,,--COUNTY
I:f'/t,1 /710T
,STATEMeNT OF DEBTS
AND DEDUCTIONS
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DEDUCTIONS ALLOWED IN
THE SUM OF $';;;C?b6;/
s-"~-,{,j
ESTATE OF ~Mwa""n!>!.u~e;.,!l..........A~l~o~n~s,-,=o<--_LATE OF Langeloth,Pennsylvania
DATE OF FILING APPRAISEMENT __---'j'--'_/_~_·_-_{,_J"'____DATs:OF DEATH _~Jw:u~1=-Y.L-~1~6:...l'L.-....:l=-9=6~7 _
_(L.S.)
HE BE.T OF
PENse OP'
TIONS FOR
DATE NO.OF NAME OF PAYEE REMARKS AMOUNTVOUCHI;III
7/22 67 Ilee Funeral Horne Funeral :£:A 1 ?~n [PiO
R/24 In7 IW!'ll~h;Conntv ~".1~;nO"12 IPiO
Q/l~167 1-tstown Enternrise Advertisin~R no
4/19 68 IDr Bernard Berman Last Illness ~o RPi
R/1 Q 167 IW!'ll~h;nO"ton Hosnital Last Illness Pi IQ4
Q/l~In7 Re~ister of Wills Letters of Administration 1R ho
~/J;I~~IRpO'i !=:tpr of Wills Filin~Inventorv ~no
IRpO'i ~TP'r n-f Wi 11 ~Fi1inO'A IT 1~Inn
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I,..KHanna.Esa Attornev's Fee Pi4Q ~2
Jess Alonso Executor's Commission 549 ~2
11/2 67 Gavdos Monument Co.Monument 36Pi no
12/11 67 John L.Brunner Collection of Como~nsation
Claim 275 ho
Pi/2Q InR Will iam nonati Shrubs ~~1
/'a J ~~)A JL v ~."A a?6 ..50
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COMMONWEALTH OF PENNSYLVANIA
}ss:COUNTY OF Washington
I.Jess Alonso,HEREBY CERTIFY.THAT.TO T
"'V KNOWLE:DGE AND BELIEF.THE:FOREGOING IS A JUST AND TRU E srATEMENT OF DEBTS.FUNERAL EXPENSES AND EX
ADMINI9TRATION SUBMITTED TO THE ESTATE OF Manuel Alonso,DECEASED.AS DEDUC
IN~IERITA.NCE TAX PURPOSES.DAY~-d~,rilo-.....
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.'-aWORN AND &UaSCRI8ED BEFORE ME THIS 11th
-_.~1868..-,,.....r.1:<!2fU~FJZ?i.AIJ,bvQ,.
DARLENE NICHOLAS
Notary PUbli~.Wlshin2ton.Washington Co.
t.1y Commission Expires January 17.1972
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