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HomeMy WebLinkAboutOC1971-0444 - ESTATE OF CORSO••.~....~. .. IN THE COURT OF COMMON PLEAS OF WASHINGTON COUNTY PENNSYLVANIA ORPHANS COURT TIHVISION IN RE:) ) ESTATE OF LOUIS CORSO,) ) Deceased..) No.6,3-7/-L/'ILj PETITION UNDER SECTION 202 OF THE FIDUCIARIES ACT OF 194·9 FOR THE SETTLEMENT OF SMALL ESTATE The petition of JOHN L.BRUNNER respectfully represents: 1.That your petitioner is the Executor of .the Estate of Louis Corso,deceased. ., 2.That the residence of the deceased was Joffre,Smith Township,Washington County,Pennsylvania. 3.That the decedent died testate on February 11,1971,whil being a resident of Joffre,Smith Township,Washington County,Pennsylvani 4.That your petitioner has not applied for letters of admin- istration and does not intend to apply.and no other person has applied for letters of admiriistration to the knowledge of your petitioner. 5.That the estate of the decedent consists of: (b) !c) (d) Cashintheamountof ..•.•.••.~..•.••.•.•......$747.33 (This amount has been deposited in the John L. Brunner,Trustee Account,Mellon National Bank &Trust Company.) Special Passbook Savings Account.• . . • . . . . . . • . . . .2,960.53 (Mellon National Bank &Trust Company) Proceeds of Social Security Benefits ;. • • . . .138.20 Lump sum death benefits from Social Security not execeeding•.....•••......•..•':• . . . . . . • . • . • . .255.00 Total $3,201.06 6.That the estate owes the following debts: (a)Lee Funeral Home $1,025.00 (funeral service) (b)Brunner &Gregory.. • . . . . . • . . . . . . . . . • . . . . . . . .250.00 (attorney's fee) (c)Russell Marino,Register.....................8.00 (filing this petition) (d)M.W.Graham,M.D........................40.00 (medical services) Total $1,323.00 7.That the decedent died testate leaving a Last Will and Testament which is attached hereto,whereby JOSEPH CORSO,decedent's nephew,is to receive the residue of the estate after all debts are paid. WHEREFORE,your petitioner requests your Honorable Court pursuant to Section 202 of the Fiduciaries Act of April 18,1949,P. L.512,as amended,20 P.S.Section 320.202,to award distribution of the entire estate Df the decedent after payment of the above debts to JOSEPH CORSO,without further notice and without grant of tters of administration. Petitione COMMONWEALTH OF PENNSYLVANIA ss COUNTY OF WASHINGTON PERSONALLY appeared before me,the undersigned authority, JOHN L.BRUNNER,who,being duly sworn according to law,deposes and says that the facts set forth.in the foregoing petition are true and correct to the best of his knowledge and belief. Sworn to and subscribed before me this 23rd day of April,1971,A.D. ~'10~'~J---."!.~.d/..,1;;\C;:::.Notary Public ..~O,.~f\~.p.,UBU 11.1?2:My CommU3SlO~~){wr.l1E9~~c,~r12,1971.~Cornml ..IlJasllln&tOll eur,ettstojV(\.Pa. ~; ,.~~-:.~", .,., ..' I'.' -; ... , \, ·,~ lAST WILL AND TESTAMENT OF 'I'LOUIS CORSO :, ..*..*...****** I,LOUIS CORSO,an unmarried,adult re9ident of Smith ,·~~·:<i:·Township,Washington County,pennsylvania,being of sound and disposing mind and memory,hereby revoke all wills and codicils as well as all instruments o~a testamentary nature heretofore made by me,and do hereby make,publish and declare this to be .1 my Last Will and Testament in manner and form as follows: ~'..':~L>' .I., ,~.'.'." I',; .~'..~'.: "''',1 .')h.~.,::.:X[l •¥,t·~',",'tr ,', "~"t:,~f~~. FIRST: SECOND: ..THIRD: I direct that all my just debts,funeral bills and testamentary expenses shall be paid by my Executor hereinafter named,as soon as conveniently may be following my death. All the rest,residue and remainder of my estate,real,personal or mixed,of whatever nature or wheresoever situate,whioh I may; own or may have the right to dispose ot at the time ot my death,I hereby give,devise and bequeath to my nephew,Joseph Corso, whose present address is Route 1,Box 63, McAllen,Texas 78501 • I hereby 'nominate and appoint John L.Brunner to be the Executor of this,my Last Will and Teotament .. ,. -,'.L(,IN WITNESS WHEREOF,I have thisc.,?~day of November, "',.:,1968 A.D.,signed,sealed,published and declared this instru- ment.as and for my Last Will and Testament. ;',4.,t.1"'i,,II.;.tCZ;';.;....:~....:-.,/--.;;;.'~_j_p_...-I_l_)_t'_'~__.__.__(SEAL) -l:- The foregoing instrument was subscribed,sealed and .-lO\".,'~ >!"..~ •,'/lJ.'_'" declared by LOUIS CORSO,the Testator abovenamed,as and for his Last Will and Testament,inoour presence and in the presence of each of us,and we at the same time and at his request and in the presence of each other,hereunto subscribed our names and- of November,1968. /,/'''''o'!''''/;>.. l/...:-, ',;oJ " witnesses,addresses, -1/")C;i;t;.;;;"::;;";;;.jl'--"''--';'''-'~~~~~:.f-re siding a ~e;z.~";;;';~~~~~J;;;;....~""';~_ j;.,. .',1''.'. J ..'>- .<': :(.' ,~~:~~;~~;:;P/'i~~l;'~;$..' ~~t .......,.'.\" ~1. ,(-.. ,".:.<".", IN THE COURT OF COMMON PLEAS OF WASHINGTON COUNTY PENNSYLVANIA ORPHANS COURT '®IVISION AND NOW,to-wit,this IN RE:) ) ESTATE OF LOUIS CORSO,)No. ) Deceased.) DECREE OF DISTRIBUTION .t..1 day of -4-.=_.4-,~'/..~-....Ii:'-_'1971 A.D.the foregoing petition having been presented in open cl urt and upon consideration thereof,and upon motion of JOHN L.BRUNNER and WALTER W.GREGORY,JR.,attorneys for the petitioner,it is ORDERED,ADJUDGED AND DECREED that the entire amount of the estate as set forth in the petition,which consist of cash in the amount of $747.33 which has been deposited in the John L. Brunner,Trustee Account,Mellon National Bank and Trust Company;a Special Passbook Savings Account in the amount of $2,060.53 in the Mellon National Bank and Trust Company;and proceeds of Social Security Benefits in the amount of $138.20;and also a lump sum death benefiL.from Social Security not exceeding $255.00. It is further ordered,adjudged and decreed that the said distribution bea,uthorized without the grant of letters of administration or further notice,and that distribution be paid to JOHN L.BRUNNER,from which he shall pay the four debts listed in the aforesaid petition in the amoun of $1,323.00 and the balance after payment of any inheritance tax due the Commonwealth of Pennsylvania shall be distributed by John L.Brunner to JOSEPH CORSO,nephew of the decedent. .," IN THE COURT OF COMMON PLEAS OF WASHINGTON COUNTY,PENNSYLVANIA ORPHANS COURT DIVISION IN RE:) ) ESTATE OF LOUIS CORSO,)No. ) Deceased ) PETITION FOR LEAVE TO AMEND The petition of JOHN L.BRUNNER respectfully represents: 1.That on April 29,1971 your petitioner filed a petition under section 202 of the Fiduciaries Act of 1949 for the settlement of a small estate. 2.That an order was made by your Honorable Court directing the distribution of said estate. 3.That your petitioner has received notice of another debt of said estate which should be paid before distribution. 4.That your petitioner asks leave to amend original petition filed by adding to paragraph 6 the following: "(e)Mercy Hospital (services) . • • • . . . . • • • • $82.00 Total $1405.00" WHEREFORE,your petitioner requests your Honorable Court to allow the above amendment and to amend the decree of distribution by adding the debt shown in the above amendment Defore directing the distribution of the balance.", j \. Petitioner COMMONWEALTH OF PENNSYLVANIA) COUNTY OF WASHINGTON ) ss PERSONALLY appeared before me,the undersigned authority, JOHN L.BRUNNER,who being duly sworn according to law,deposes and says that the facts set forth in the foregoing petition to amend are true and correct to the best of his knowledge and Belief. Sworn to and subscribed before me this ~Notar~ My Commission Expires October 12,1975 U::t'1\'J.71ilG<~M,..~:l!}'fl'1fJ;~1 WZ$I;Nstl.lf,(:.;:;llniy.f."d'~eits1m'ff'"~ t:i!~.cl'i1m!r.:iIr.I l!rll~n e~~ttl$1 IN THE COURT OF COMMON PLEAS OF WASHINGTON COUNTY,PENNSYLVANIA ORPHANS COURT DIVISION IN RE ) ) ESTATE OF LOUISCORSO,~ Deceased ) No. AMENDED DECREE OF DISTRIBUTION ..,r:£- AND NOW,to-wit,this 5-day of ~L A.D.,the foregoing petition to amend having been presented to open ,1972, court and upon consideration thereof,and upon motion of JOHN L.BRUNNER and WALTER W.GREGORY,JR.,attorneys for the petitioner,it is ORDERED,ADJUDGED AND DECREED that the entire amount of the estate as set forth in the original petition, which consists of cash in the amount of $747.33 which has been deposited in the John L.Brunner,Trustee Account,Mellon National Bank and Trust Company;a Special Passbook Savings Account in the amount of ~2,060.53 in the Me~lon National Band and Trust Company;and proceeds of Social Security Benefits in the amount of $138.20;and also a lump sum death benefits from Social Security not exceeding $255.OO;be paid to John L.Brunner wfthout'the',grailt:...:.. 9fyletters of administration or further notice,from which he shall pay the four debts listed in the petition,the debt listed in the petition to amend and the cost of filing the petition to amend in this order,and the balance after any inheritance tax due the Commonwealth of Pennsylvania shall be distributed by John L.Brunner to JOSEPH CORSO,nephew of the decedent. Form No.RCC-62 (4-71)'l'HIS FORM REQUIRED IN ALL ESTATES WITH GROSS ASSETS UNDER 110,000.UNDER SECTION 701 OF ACT OF JUNE 16,1"1,) EFlI'ECTIVE .JANUARY 1,1962.(FILE IN DUPUCATE WITH COPY OF WILL ATTACHED)\.'M',").', , OFFICE OF THE REGISTER OF WILLS County of .W?-.I~l}tl).gt9r.., ,. ..J9M .~:.~tl1M~r 'of .Q~.e.~?r.t?f\:'I~.i?:p,t:.•..l?~r:g~~!~!?~I?-~.'~1}. (Name)(Addreae) being duly S~_9_r...IL__..according to law,deposes and says that he is the ~_~~~_"':l:.t9X _ (Exec.,Adm.,Legatee.Etc,). of the estate of_._~,Sl~~§__g_~!.:_~_<?.--------__whose last residence was .J.<?_~f£~._ (No.)(Street) S.m.ith.-.T.Q~J.l9_h~.P--deceased,and that the whole of the estate of said decedent,who died _!f_~~r:Y_~~y_J_L !971(CitY,Borough Ot Township)(Date) consisted of: REAL PROPERTY REAL PROPERTY IN PENNSYLVANIA,WITH STATEMENT OF MORTGAGE ENCUMBRANCES UPON EACH PARCEL AT DEATH OF DECEDENT, WHERE PROPERTY HELD AS JOINT TENANT OR TENANCY BY ENTIRETIES,GIVE NAMES,ADDRESSES A~l'D RELATIONSHIP OF OTHER OWNERS. Real Estate Estimated Value NONE . , Personal Property C::l~h ~747 33 A...I'J, .l···· 2060.53 JJJei!;,Special Passbook Savings Account.Mellon National Bank.Burgettstow Proceeds of Social Securitv Benefits :138.20 j}£/P- Lump sum death benefits from Social ~ecuritv ,All ~'Ih.~1 ;;....:.:.~.gQ,.' ~ TOTAL f"7A+AL 1 .:J qi/(,LJ b, ,j~O I.... ... " NOTE:You may expedite the processing of this return by filing with it,and as a part of the return, letters from financial institutions or mortgage holders,certifying to amounts on deposit or owed by the decedent as of the date of death.Such letters must be signed by a responsible officer of the financial institution or mortgage holder and indicate clearly amounts of principal and interest in the decedent's account at the date of death and the type of account,account number and the exact name or names in,which the account is registered. Jointly Held Property Estimated'Va.lue.";-...~-:to. NONE - - Transfers within TWO YEARS Prior to Death NONE That at the time of death there was no safe deposit box registered ih decedent's individual name,or jointly with,or as agent or deputy of another,or in decedent's individual name,with right of access by another as agent or deputy,with the exception of the following:- 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 NONE - BENEFICIARIES BEN~FICIARIES AND ADDRESSES RELATIONSHIP SURVIVED AGE OF LIFE (If step-children or DECEDENT TENANTS OR INTEREST OF (State full names of all and their addresses who have illegitimate children STATE YES ANNUITANTS BENEFICIARY an intere~t,vested,contingent or otherwise,in estate.)are involved,set OR NO AT DEATH OF IN ESTATE forth this fact.)DECEDENT .T,1.(;nrQn nephew yes Entire residue. Route 1.Box 63 McAllen.Texas•78501 ... .~------------------------------------------------~ -.--,•DEBT OR CLAIM NATURE OF SAME AMOUNT THIS COLUMN~EGISTER ONLY Lee Funeral Home Funeral expenses paid $1,025.00 $ Family exemption (will not be allowed unless decedent died residing with a spouse or children.) Russell Marino Rep'iRter Administration Expenses *~nn Brunner &Gree-orv Counsel fees *250.00 Fiduciary commission * OTHER DEBTS AND CLAIMS (*)See Note below M.W.Graham,M.D.services 40.00 Mercy Hospital seririces 82.00 I I Total $1,405.00 1Lj ()S o~ RESI.DE,~T.DECE;DENT DEBTS AND DEDUCTIONS CLAIMED N~TE..;-~stfir.s't ftve items in the spaces so provided observe notations thel'eon,and instructions. Note:The estate agrees to advise the Register of Wills if the amount actually pai or less than the estimated amount claimed and allowed. Subscribed and sworn to before me this , , ' . ........~,9 ,d'ay of ,.Al1gl1.~t."..,.., ,19.72lJ~"1±f C1 I/:.J #/l ;/.......~~.·U:'....{·~_£)t.~/~~gi~·i:.~~~t;.·B~r~~tlstowll,PJ. .".c:ammfssionExpir._.It Mm •••••••••••••••••••••••••••••••••••••••••·oo •••••Executor-74:Tlmfnistrotor)--.\- ~.~.q:r;'~h .M~~t:l.~~:r;'~~~. .(Street Number) ...rg~tt~~9~n~.?A.," . (City or Town and State) In the event that any future interest in this estate is transfelTed in possession 01'enjoyment to collateral heil'S of the decedent after the expiration of any estate for life 01'for years,the Commonwealth hereby expressly reserves the right to appraise and assess transfer-inheri- tance taxes at the lawful collateral I'ate on any such future interest. REPORT OF TflE,ElSTER OF WILLS I,the undersigned duly elected Register of Wills in and for..~...., . . . .County,Pennsylvama,do respectfully report that I have allowed debts and deductions in the amounts claimed by dep ent,excep~otnose'it s where a greater or lesser amount is set fortl!in ~rpt601um~~the right in said schedule above,which greater or lesser am,ou~l represents the sum allowed as a deduction. Dated:~.~.~~.~~~~.l.~i~~~r~.q'.......~l.l ..4~.:o-:J.\.,~,:~~~.. Register of Wills r fi II "". " ,!~. .,) Form No.RCC·62 (4·71) 'Will 1AdministrationSNo.. . . . . . . ...Year ..... IN THE MATTER OF THE APPRAISEMENT OF THE ESTATE OF Deceased ,Late :of County of . Commonwealth of Pennsylvania REPORT AND APPRAISAL ..I).-.I I"'>-~;tJ::o :oa 'r-:-l;>rr1 C c=:U>~en c;-,rn:t:(f)(f) VJ " Z-;rn c::;)'0enrnr- -1?Jr '"0 0 _ :DOZ-'-1 .s..:::c::10-Co."'")...;::;:;Do----•:z -0'0 tJo-)»U>-- ~. ) '~- ;-...I), RCC-81 (6-71) COMMONWEALTff OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS HARRISBURG 17127 NOTICE OF FILING OF APPRAISEMENT ATTY.JOHN L.BRUNNER (Executor or Administrator) IN YOUR REPLY PLEASE REFER TO Inheritance Tax Division J In Re:Estate of .__L_O_UI_S_CO_R_SO _ WASHINGTON County -File No.63-71-444 Dear Mr.Brunner You are hereby noti fied that the_--=o""r'-"'1"-.;::aa.:1::.:n::..s=1 _ appraisement in the estate of__~L~O~UI~S~~CO=R~SO~__=_==~=====_-----_ has been filed in the office of the Register of Wi lis of WASHINGTON County on Se1*ember 6 ,19~,Said appraisement reflects the following valuations: Real Estate _ PersonaI Property__--"2!!.J!,'--"9"-"4"-'6~.!!...:O:.:6~_ T ransfers _ Jointly Owned _._ TotaI -=2~,-=.9-=4~6~.--=O--=6----_ 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 __S---:e::..".p:......:t:....:::em=.=be=r_'-=-6",-i-c1=.:9=-.':.....::2=--_ APPRAISER IITitle~_ DATE OF DEATH:FebeUary 6,1972 Note:This is not a bill. "',',-'.~'..,:;','r"'".1',..,"',',:,:,:."';":"':"" ."RCC-39 (5-68) COMMONWEALTH OF PENNSYLVANIA TRANSFER INHERITANCE TAX RESIDENT DECEDENT .SUMMARY Estate of CORSO (Last Name) LOUIS (First Name) DATE OF DEATH 2-11-71 FILE NO.63-71-444 Dated:__-=S~e;:.cp~t"",em~b!:!le.....r.........,;6........,_·....1..9..L7,&.2 REPORT OF INHERITANCE TAX APPRAISER I,the undersigned duly appointed Inheritance Tax Appraiser in and for the County of.WASHINGTON Pennsylvania,do respectfully report that I have appraised the real ~nd perso~al property~s reported in the foregoing return at the values set forth opposite each item in the l~st column to the right ilJ Schedules "A","B", "C",and "E". ~~~~~ ,'INHERITANCE TAX APPRAISER REPORT OF TUE REGISTER OF WILLS I,the undersigned duly elected Register of Wills in and for WASHINGTON County,Pennsylvania,do respect- fully report that I have allowed deductions in the amounts cl~imed by deponent,exce,pt~as-to,,~ose items where a greater or lesser amount is set forth in the last column to the right in schedule "F",whtcng;.eater or les .er amount represents the sum allowed as a deduction.......('~_ . Dated:~Ptf).m];~'MAR'tW'__"~ll.M:-<~ REGI'\TER OF WI LS ' 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 VALUE AS REPORTED VALUE AS APPRAISED $$,-,--......--.lf--- VALUE AS REAPPRAISED $-------+-- Valuation of life estates or annuities.• • • • • • • • • • • • • • • • • •$~ ESTATE TAX ASSESSMENTS $-----C FOR USE OF REGISTER ONLY Tax on $---------4-_2% Tax on $----__---4 -6% Tax on $---_-....-+_........5% Taxon $~ Tax on $1 E;d,1 Oh ~ ~~pti~s * Total Estate ..,....--1--- TOTAL TAX COMPUTATION OF TAX $~------+-­$__-f--__....,.j.__ $-,.....,.....-----+-- $-_---_'--4--- $.....---'j~.~....'1~1..w.-,; $------........._- (*)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 $C Add interest at rate of 6%frOm . AMOUNT OF E~TATE TAX ASSESSED .$--------1L-$_-_-_.....J - Estate tax paid $--.--__-_--IL- BALANCE DUE $_......,_-......,....Jl- A_dd_in_t_er_e_s_t_at--l:,:_te_o_f_6_~_o_fr_o_m_$-----.,.....,t=.. TOTAL TAX BALANCE $~.PAID .'$__- _ FOR USE OF REGISTER ONLY ADJUSTMENTS NOTE:Where subsequent adjustments are made to the '~bove computation of tax by the Register pf Wills,for proper reason, same should be noted below,with short explanation. Will ( Administration ~No . IN THE ...Year .. MATTER OF THE APPRAISEMENT OF THE ESTATE OF ..LOUIS ..CORSO... Deceased Late of$M.:I'l'1i.':I'W9~~HIP County of.WASHINGTON Commonwealth of Pennsylvania REPORT AND APPRAISAL " " ) Funn RCC-2 COMMONWEALTH OF PENNSYLVM~IA DATE ...~.~Pt.:~p.~.:r:::......§..,.......!.~.7.?...... DEPARTMEl':T OF REVENUE RESIDENT INHERlTANCE TAX .....~~~h;.~.9.~.!?!l.....................•..COUNTY.BUREAU OF COUNTY COLLECTIONS ............. HARRISBURG.PENNA.17127 APPRAISEMENT FILE NO......§..~.~.7..!.~.4..4..4......................................... Whereas,LOUIS CORSO SMITH TWONSHIP......................................................................................................................................................late of ........................................................................................................... in the County of ....................!l.~~!~.§~.~.........................................................................Commonwealth of Pennsylvania,having died on the .......................~.!~h.........................................................day of ............~~p.rn.q,;r.y ................................19......7.J,seized and possessed of an estate subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania; Therefore,I,...........................OOMINI.C....R.......DeMARI.A..............................,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 transferinheritancetaxesatthelawfulcollateralrateonanysuchfutureinterest. Unit AppraisementDescrIptionofAssetValuesMadeforInheritance Tax Purposes $ PERSONAL: SEE COpy ATTACHED TO APPRAISEL 2.946 06 , . I \ Having been duly sworn accordin~to law,I do hereby certifyCiatthe abo e appraisement is made in ~~ formity with law on this........~day of?"K jL ~('}l'..",.19........ .~.~J::'\r \.iAA.1C(.A~". Appraiser .......................................4J..o,;'.....:""".....~,~~......................,Penna. ......W'ASHI.NGTQN.....County RESIDENT INHERITANCE TAX APPRAISEMENT Estate of LOUIS CORSO Deceased. Late of f:).mlli.'rQ"WNSHlfl ... Date of Death,?~.!.:l.-.~7.:l.-. Appraisement Docket Vol.,d ..7'..". Page,..~!?.=/;0 6..3..~7.1.~44.4 . Filed ill Register's Office,§e,P..t.Q 19..72 Amount of tax due,$. DEPARTMENT OF REVENUE Received, Examined and Approved,,,. Wrote abo.ut Appraisem.ent, Appeal f,.om Appraisement,. Entered and charged,. .' ,. ..