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HomeMy WebLinkAbout04-23-15 2.015-04-03 17;31 STACY 2022653499 >> 3017705202 P 2/2 Pa. O.C. Rule 6..12 STATUS REPORT REGISTER OF WILLS OF Cumberland COUNTY, PENNSYLVANIA Name ot'Decedent: Elvera C. Corradino Date of Death: April 22 , 2013 File Number: 2013-00780 Pursuant to Pa. O.C. Rule 6.12, I report the following with respect to completion of the adtninisttation of the above-captioned estate: 1. State whether administration of the estate is complete; . . . . . . . . . . . . . . . . . . . . ®Yes ❑'.No 2. If the answer is No, state when the personal representative reasonably believes that the adminiSuation will be complete; 3. If the answer to No. I is YES,state the following: a. Did the personal representative file a final account with the Court'? . . . . . . . ❑Ycs 0 No b. The separate Orphans' Court No. (if any) for the personal representative's account is: c. Did the personal representative state an account informally to the parties in interest? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . ®Yes ❑No d. Copies of receipts,releases, joinders and approvals of formal or informal accounts niay be filed with the Clerk of the Orphans' Court and may he attached to this report. »npl L Zo %s" Uj _� r.,.i cipnaitu•e of 1,m:um 1 ifinq diir/'urn - Y E C3111161y: ❑Personal Representative UCounsel Lj_ a, c:_3 c_-) F ,.; �2 Robert L. Pillote, ,Jr. , Esq.— Lsa L I M � Mime Uf Al on hibtg fHi.F Vpr+u CV M:.. cit c>~ t= LJ 6010 Executive Boulevard, #900 C.h � Of Addy es.r LLJ ,,, Rockville, MD 20852 n1 301-984-4790 Tr►rphunc 1 br,n nry.ln rr.v. 10.13.06 REGISTER OF WILLS FOR MONTGOMERY COUNTY, MARYLAND IN THE ESTATE OF: Elvera C. Corradino ESTATE NO: W76281 Date of Appointment of Personal Representative May 21, 2013 REGISTER OF WILLS NOTICE OF REVIEW OF FINAL REPORT UNDER MODIFIED ADMINISTRATION On this 27 day of March 2014, the Final Report Under Modified Administration was reviewed and probate fees and taxes have been satisfied. Final distribution must be made on or before May 21, 2014 (12 months from date of appointment) This estate shall be closed not later than June 21, 2014 (13 months from date of appointment) For the Register of Wills CERTIFICATE of SERVICE of REGISTER OF WILLS I hereby certify, that on MQU ajR , QDI 9 , I mailed, by regular mail, postage prepaid, a copy of the foregoing to the persons indicated by the attached list: For the Register of Wills AudiUMAReview.dot 7131198 1436 BEFORE THE REGISTER OF WILLS FOR Montgomery County , MARYLAND ESTATE OF: Elvera C.Corradino ESTATE NO. W76281 Date of Appointment of Date of Death:April 22, 2013 Personal Representative: May 21, 2013 FINAL REPORT UNDER MODIFIED ADMINISTRATION (Must be filed within 10'months after the date of appointment) I, Personal Representative of the estate, report the following; 1. The estate continues to qualify for Modified Administration as set forth in the Election for Modified Administration on file with the Register of Wills. 2. Attached are the following Schedules and supporting attachments: Total Schedule A: Reportable Property... ........................ ............... $552'.1.8.8.26. Total Schedule B: Payments and Disbursements $13;806.55 _... _ ............................. ... ${ Total Schedule C: Distributions of Net Reportable Property.....................................................5' $538,381.71. 3: 1 acknowledge that: (a) Final distributionsshall be made.within 12 months after the date of my appointment as personal representative. (b) If Modified Administration is revoked, the estate shall proceed under Administrative Probate, and I will file a formal Inventory and Account, as required, until the estate is closed. I solemnly affirm under the penalties of perjury that the contents of the foregoing are true to the best of my knowledge,information and belief.and that any property valued by me which I have authority as:personal representative to appraise has been valued completely and correctly in accordance with law. Attdrney Robert L. Pflfote Personal Representative Dater Thomas M.Corradino 6010 Executive Blvd., Suite 900 Address. Personal Representative Date Rockville,.MD 20852. Personal Representative Date (.301)9844790. Telephone RW1143-Page 1 of 4 R.OWNET (RW 1144 must be included with this form) 1112009 PDF FINAL REPOP- ' UNDER MODIFIED ADM" 'ISTRATION SUPPORTING SCHEDULE A Reportable Property ESTATE OF: Elvera C. Corradino ESTATE NO. W76281 Item No. Description Basis of Valuation Value 1 Members 1st Federal Credit Union A/C#14351 Checking Account Bank Statement 64,474.74 2 Members 1st Federal Credit Union A/C#14351 Savings Account Bank Statement 81,236.54 3 Members 1st Federal Credit Union A/C#14351 Life Savings Account Bank Statement 2,334.00 4 Members 1st Federal Credit Union A/C#14351 Money Management Account Bank Statement 251,173.89 5 Citizens Bank Circle Gold Checking A/C#9074 Bank Statement 53,389.06 6 Citizens Bank Select Money Market A/C#2485 Bank Statement 56,163.75 7 51 Shares of Metlife ($45.76/share) Statement 2,333.76 8 U.S. Series E Savings Bonds See List and Valuation Attached 29,517.52 9 IRS Refund Check 11,565.00 TOTAL REPORTABLE PROPERTY OF THE DECEDENT (CARRY FORWARD TO SCHEDULE C) $552,188.26 INSTRUCTIONS ALL REAL AND PERSONAL PROPERTY MUST BE INCLUDED AT DATE OF DEATH VALUE. THIS DOES NOT INCLUDE INCOME EARNED DURING ADMINISTRATION OR CAPITAL GAINS OR LOSSES REALIZED FROM THE SALE OF PROPERTY DURING ADMINISTRATION. ATTACHED APPRAISALS OR COPY OF REAL PROPERTY ASSESSMENTS AS REQUIRED. 1. Real and leasehold property: Fair market value must be established by a qualified appraiser. For decedents dying on or after January 1, 1998, in lieu of a formal appraisal, real and leasehold property may be valued at the full cash value for property tax assessment purposes as of the most recent date of finality. This does not apply to property tax assessment purposes on the basis of its use value. 2. The personal representative may value: Debts owed to the decedent, including bonds and notes; bank accounts, building, savings and loan association shares, money and corporate stocks listed on a national or regional exchange or over the counter securities. 3. All other interests in tangible or intangible property: Fair market value must be established by a qualified appraiser. ATTACH ADDITIONAL SCHEDULES AS NEEDED RW1143-Page 2 of 4 ROWNET 11/2009 Calculated Value of Your Paper I-vings Bond(s) Page 1 of 2 Calculated Value of Your Paper Savings Bond(s) Calculator Results for Redemption Date 04/2013 Total Price Total Value Total Interest YTD Interest $4,125.00 $29,517.52 $25,392.52 $0.00 Bonds: 1-55 of 55 Issue Next Final Issue Interest Serial # Series Denom Interest Date Accrual Maturity Price Rate Value Note C1039498869E; E $100;10------ ; 10/2004= $75.00; 5445.08= $520.08_ MA --•----------- C1039498911 E:__ E ; 5100:10/1974 10/2004 $75 00; X445.08; _ $520.08 r MA C103949955E, E_ $100.11/1974. 11/2004_ $75 OOr $450.04, $525.04~ MA - C1042287158E E $100,11/1974; : 11/2004: $75.00; $450.04: ___$525.04; MA C1042287207E _E_ $100;11/1974! : 11/2004: ---------------------------$-7--5--0-0-,- $450.04_ _ $525.04; MA - C1042287250E E-,_ -$-1--0-0-:12/1974; , 12/2004; $75.00, $451.36- $526.36: MA C1042287298E E _$100:12/1974: ; 12/2004_---------$--7---5---.--0--0-------------$---4---5----1--.--3---6- $526.36 MA C1050578192E E $100,101/1975; 01/2005~ $75 00; $451 28: $526.28 MA 01050578238E _ -E__ $100:01/1975, 01/2005 $75.00; 5451 28 $526.28: MA 01050578281E E _5100:02/1975_ ____ , 02/2005x $75 00, X451 28.----_-__ ._.__$526.28 MA C1050578331E: E 5100 02/1975; 02%2005* $75 00 $451.28= a $526.28 MA 6050578369E; E $100 03/1975, 03/2005 $75 00;__, $451 28 - _ 526.28 MA -- - - C1050578417E; E : $100,03/1975 03/2---- $75.00^____ $451.28: $526.28T_MA_ C1050578463E, _E ; _ $100:04/1975 ; 04/2005 $75 OOT $451.28; $526.28= MA C1054194665E_ E $100.04/1975`_ : 04/2005: $75.00; $--4-5--1-.-2-8: _ $526 287 MA - C1054194711E E $100;05/1975- 05/2005_ $75.00, $456 327 $531.32: MA - -- 01054194764E E_ ;_ $100=05/1975_ 05/2005,-_-_ $75.00i $456.32; ; $531.32', MA C1054202560E E_ $100:05/1975, : 05 /2005 $75 00: $456.32;$ 631.32 MA C1054202617E E _ $100:06/1975; : 06/2005; $75 00, $457 60! $532.60: MA C1054202668E, E $100;06/1975} 06/2005 ___$75 00; __ _$457 607 T $532.60; MA C1055815342E E $10007/1975 07/2005 $75 00 $457 60 $532.60: MA 01055815399E E 5i00l07/1975 R 07/2005 $75 OOt 5457 604 $532 607 MA C1055815459Es E ;__ $100,08/19754___ _ 08f2005 $75 00, $457_60: z $532.60m MA C1055815510E, E i $100T08f1975r ;08/2005 $75 00; 5457 60r $532.60: MA - - C2002557516E; E $10009/1975: : 09/2005 $75.00. $457.60: $532.60! MA C1055815572E; E $100109/1975_ ; 09/2005; $75.00; $457.60: $532.60: MA -- ib- C2002557579E; E_ $100 09/1975; 09/2005: $75 00: $457.60= $532.60: MA C1054202998E E $100=10/1975= : 10/2005x $75 00 $457.60; $532.60; MA C1054840832E E_ y $100,10/1975: : 10/2005 $75.00 $457 607 ; $532.60, MA 01054840893E E $100:11/1975 11/2005 75.00 $462.84 $537.84, MA C2005903402E E $100x03/1976 ; 03/2006 75 00; $464 047 $539.04; MA - .. C2005903461Eq E Y__ $100;03/1976 03/2006; $75 00: ___$464.044 ; $539.04= MA 02005903525E E 100;04/1976; ; 04/20064 $75.00; 464.04_ $539.04; MA __. - ------------ .-.. 5 r-- -- --- ---- -� - 5 - -- ----.� C2005903590E; E $100p04/1976� ; 04/20064 $75^00; $464.04: 539.04w MA 62005903654E E $100 05/1976: 05/2006 $75 00 $469.16; $544.16; MA - - ------- - --- -- - - - - - - - - C2005903714E: E $100 05/1976_ ; 05/2006= $75.00; $469.16x ; $544.16: MA C2005903779E; E $100 05/1976; 05/2006; $75,00 $469.16; $544.16= MA C2005903741E; E $100:06/1976: ; 06/2006= $75.00; $470.36T----------'$---_ 545.36; MA -- C2005903908E E $100,06/1976` ; 06/2006: $75.00: $470.36, $545.36__MA_ 02005903968E _E _ $100.07/ 1---- _ __:07/2006: $75.00; $470.287 $545.28; MA -- C2023487034E _ E - $100:09/1976; ; 09/2006 $75.00: $470-28: $_ 545.28; MA C2023487101E E r ______________ x $100,08/1976; ; 08/2006: - $7----- $470.28= ____ $545.28! MA C2023487174E; E Y___$100708/1976mm___,____T 08/20064___ $75.00; $470.284________-y $545.28! MA C2023487240E; E $100:09/1976:---------:-0----9-/--2-006: -----$-7-5-.-0-0--:: 75 00: $470 287 „ $545.28! MA 02023487308E .__E__ ;___$100409/19764 09/2006_ $75.00- 5470.284 $545.28 MA C2023487376E. E ; $100:10/1976; : 10/2006; $75.00 $470.28; $545.28; MA http://www.treasurydirect.gov/BC/SBCPrice 3/4/2014 Calculated Value of Your Paper,cavings Bond(s) Page 2 of 2 .. r -------------------->------- --------- .__1r C2023487447E; E $ 00; , FINAL REPOkN^ UNDER MODIFIED ADM441STRATNON SUPPORTING SCHEDULE B Payments and Disbursements ESTATE OF: EivenoC. Co/radi»o ESTATE NO. W76281 Item No. Descriptio Amount Paid� Funeral Costs: 1 St. Joseph's Catholic Church 300.00 2 Dudley Oakes(organioU 275.00 3 Phyllis Coun0yms (fnod preparation) 150.00 4 Kelvin Rodriguez(server etwake) 100.00 Debts ofthe Decedent: 5 Ne|Qhborcere+Annapolis Junction 26.56 Administrative Expenses: 8 TheSontine|- Pub|icaUonFea 48.99 7 C. Clifton Veiro Agency-Bond Premium 100.00 8 Walter Jew, CPA, tax preparation fee .00 8 Register ofWills-Montgomery County- Probate Fee 750.00 O Register 0fWills-Montgomery County- Probate Costs 12.50 10 Register VfWills, Cumberland County, Pennsylvania, probate fees and costs 388.50 10 Commonwealth ofPennsylvania, Pennsylvania inheritance tax 7.425.00 11 Tyrrell, Mason & Pillote, P.C.-Attorney's Fees and Costs Per Consent Filed Herein 3.925.00 TOTAL DISBURSEMENTS:� $13.806.55 (CARRY FORWARD ToSCHEDULE q INSTRUCTIONS 1. Itemize all liens against property of the estate including mortgage balances. 2. Itemize sumo paid (or to be paid)within twelve months from the date of appointment for debts of the decedent, taxes due by the decedent, funeral expenses of the decedent, family allowance, personal representative and attorney compensation, probate fee and other administration expenses of the estate. ATTACH ADDITIONAL SCHEDULES AS NEEDED RO�NET RVV1143-Page 3of4 1 _` FINAL REPORT UNDER MODIFIED ADMINISTRATION SUPPORTING SCHEDULE C Distributions of Net Reportable Property ESTATE OF: Elvera C. Corradino ESTATE NO. W76281 1. SUMMARY OF REPORTABLE PROPERTY TOTAL FROM SCHEDULE A $552,188.26 TOTAL FROM SCHEDULE B --------- ---------------------------------- $13,806.55 TOTAL NET REPORTABLE PROPERTY(SCHEDULE A MINUS SCHEDULE B) ...._._. $538,381.71 2. SPECIFIC BEQUESTS (If Applicable) Name of Legatee or Heir Distributable Share of Reportable Estate Inheritance Tax Thereon 3. DISTRIBUTION OF BALANCE OF ESTATE Name of Legatee or Heir Distributable Share of Reportable Estate Inheritance Tax Thereon Thomas M. Corradino, Trustee One-half(1/2) of the rest, residue and remainder of 0.00 the estate pursuant to Article Second, Paragraphs A. and B. and Article Third of the Will, having a value of $269,190.85 (all interests in the trust pass to persons exempt from the inheritance tax.) Thomas M. Corradino, son One-half(1/2) of the rest, residue and remainder of 0.00 the estate pursuant to Article Second, Paragraph C. of the Will, having a value of$269,190.86. Total Reportable Distributions: $538,381.71 Inheritance Tax $0.00 ATTACH ADDITIONAL SCHEDULES AS NEEDED RW1143-Page 4 of 4 ROWNET 11/2009 CERTIFICATE OF SERVICE OF FINAL REPORT UNDER MODIFIED ADMINISTRATION IN THE ESTATE OF, Elvera C. CorradhoESTATE td0. W?6261 I hereby certify that on this day of March 2014 , 1 delivered.or maimed, postage:prepaid,a copy.. of the foregoing Final Report Under Modified Administration and attached Schedules to the following persons: . Names Addresses Thomas M.Corradirto, Trustee 6315 29th Place, N.W. Washington, D.C.20015 Attorney Robert L. Pillote, JV/ Personal Representative Thomas M. Corradino 6010 Executive Eoulevard, Suite 900 Address Personal Representative City,State,Zip Code Personal Representative . Telephone Number FOR REGISTER OF WILLS USE Tax Thereon Distributions subject to collateral tax at % Distributions subject to collateral tax at Flo Distributions subject to direct tax at % Distributions subject to direct tax at °!o Exempt distributions to Identity of the Recipient Exempt distributions to Identity of the Recipient Exempt distributions to Identity of the Recipient Total Inheritance`rax due Total Inheritaric4 Tax paid Gross estate Probate Fee&Costs Collected RWI144(must be riled with RWi't43) R©°,/VNET it/20