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Home My WebLink About03-19-07 IN RE: ESTATE OF VIRGINIA R. CHRONISTER: ORPHANS' COURT DIVISION LATE OF THE NORTH NEWTON TOWNSHIP : COURT OF COMMON PLEAS : CUMBERLAND COUNTY : PENNSYLVANIA : NO. ~-64-16f}0 e).l - 0l.D -q~ PETITION FOR SETTLEMENT OF A SMALL ESTATE PURSUANT TO 20 Pa.C.S.A. SECTION 3102 C) l'"-~ c::_, =. ...... :;.,~ ::r.! TO: THE HONORABLE JUDGES OF SAID COURT: \..0 The Petition of Roxann V. Lehman respectfully represents that: ::'.; :s -r_ 1. Virginia R. Chronister died on Ocotober 13,2006, a resident of the Ntiili Newtb'rf -- U'! ,..- - Township, Cumberland County, Pennsylvania. 2. Petitioner, whose address is 262 Steelstown, Newville, Pennsylvania, 17241, is the daughter of the Decedent the Executrix named in Decedent's Last Will and Testament dated August 31, 2001, and the sole beneficiary ofthe estate. 3. A Certificate of Grant of Letters Testamentary was issued to Petitioner by the Register of Wills of Cumberland County Pennsylvania, on October 31, 2006. 4. Decedent's sole named heir in her Last Will and Testament dated August 31, 2001 is Roxann V. Lehman, your within Petitioner. 5. At the time of Decedent's death, the only asset of which she was seized was a checking account held jointly by Decedent and Petitioner at F&M Trust Company, Memorial Square Office, 20 South Main Street, Chambersburg, Pennsylvania, 17201, to account no. 34-02126. 6. The aforesaid account was owned by Decedent as joint tenant with the right of survivorship with your Petitioner; thereby vesting title in Petitioner at the time of Decedent's death. L>-- (';. i I . . .' 7. The aforesaid account is the only asset of which Decedent was seized had at the time of her death and that asset was passed to the joint owner on the aforesaid account. . 8. The estate recurred a $100.00 distribution from the Verterans Affairs Office as a Widow's death benefit. .-> 9. Petitioner has paid from her separate funds the following debts: (a) (b) (c) (d) (e) Probate fees paid and anticipated Attorney's fees to Griffie and Associates Funeral Expenes to Ewing Brother Funeral Home Green Ridge Village - Swaim Health Center Westminister Cemetary $ 113.00 $ 1500.00 $ 6546.30 $ 852.02 $ 1150.00 TOTAL $10,161.32 10. As such, Petitioner has paid all known estate debts and expenses by her personal contribution to the estate. 11. There are no assets from which any additional distributions can be made from the estate and, as the estate debts exceeded the estate assets, this is an insolvent estate. 12. There are no additional claimants or creditors of whom the Petitioner has knowledge who have not received full compensation. 13. As this is an insolvent estate, no Pennsylvania Inheritance Tax Return has been filed and no tax is due. 14. As the Notice of Inheritance Tax Appraisement, Allowance of Disallowance of Deductions and Assessment of Tax from the Pennsylvania Department of Revenue attached hereto and incorporated herein by reference as Exhibit "A" indicates, the Inheritance Tax Return, with no tax due, has been accepted by the Department. 15. As Petitioner was Power of Attorney for Decedent prior to the death and is completely familiar with all of Decedent's financial matters, Petitioner has chosen to not advertise this estate, being fully aware of the repercussion of having not advertised. 16. Petitioner has not taken a Family Exemption to which she would be entitled. WHEREFORE, Petitioner requests your Honorable Court to approve settlement of this estate with no disbursements to the named heirs, and with payment of the debts as claimed herein. Y L. Griffie, Esquire ttorney for Petitioner 200 North Hanover Street Carlisle, PA 17013 (717)243-5551 (800)347-5552 I verify that the statements made in the foregoing document are true and correct. I understand that false statements herein are made subject to the penalties of 18 Pa.C.S. Section 4904, relating to unsworn falsification to authorities. DATE: ~ ~/61 *CZ/J?;/1 -r~ R6XANN V. LERM BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION PO BOX 280601 HARRISBURG PA 17128-0601 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX *' ~. REV-1S47 EX AFP (06-05) DATE 03-05-2007 ESTATE OF CHRONISTER VIRGINIA R DATE OF DEATH 10-13-2006 FILE NUMBER 21 06-0964 COUNTY CUMBERLAND ACN 101 APPEAL DATE: 05-04-2007 ( See reverse side under Objections) Amount Remittedl I MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 CUT ALONG THIS LINE ....... RETAIN LOWER PORTION FOR YOUR RECORDS +- ---------------------------------------------------------------.---------------------------- REV-1547 EX AFP (03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF CHRONISTER VIRGINIA R FILE NO. 21 06-0964 ACN 101 DATE 03-05-2007 BRADLEY L GRIFFIE GRIFFIE & ASSOCS 200 N HANOVER ST CARLISLE PA 17013 TAX RETURN WAS: (X) ACCEPTED AS FILED CHANGED RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. Real Estate (Schedule A) 2. Stocks and Bonds (Schedule B) 3. Closely Held stock/Partnership Interest (SchedUle C) 4. Mortgages/Notes Receivable (Schedule D) S. Cash/Bank Deposits/Misc. Personal Property (Schedule E) 6. Jointly Owned Property (Schedule F) 7. Transfers (Schedule G) S. Total Assets (I) (2) (3) (4) (S) (6) (7) .00 .00 .00 .00 100.00 2,567.20 .00 (S) NOTE: To insure proper credit to your account, submit the upper portion of this form with your tax payment. 2,667.20 APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) 10. Debts/Mortgage Liabilities/Liens (Schedule I) 11. Total Deductions 12. Net Value of Tax Return 13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) 14. Net Value of Estate Subject to Tax (9) (0) 9,294.30 852.02 Cll) Cl2) Cl3) Cl4) 10.14l;.32 7,479.12- .00 7 , 4 7 9~12 .. NOTE: If an assessment was issued previously, lines 14, 15 and/or 16, 17, 18 and 19 will reflect figures that include the total of Abh returns assessed to date. ASSESSMENT OF TAX: 15. Amount of Line 14 at Spousal rate 16. Amount of Line 14 taxable at Lineal/Class A rate 17. Amount of Line 14 at Sibling rate IS. Amount of Line 14 taxable at Collateral/Class B rate 19. Tax Due C PA H C (+) DATE NUMBER PAID (-) OS) .00 X 00 = .00 (llD .00 X 045 = .00 Cl7) .00 X 12 = .00 (1S) .00 X 15 = .00 Cl9)= .00 AMOUNT PAID EXHIBIT j~ TOTAL TAX CREDIT BALANCE OF TAX DUE INTEREST AND PEN. TOTAL DUE .00 .00 .00 .00 * IF PAID AFTER DATE INDICATED, S FOR CALCULATION OF ADDITIONAL IN AL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED. TAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU HAY BE DUE ___ ___...___ ......._... ...... _........ _,,"U ....""'" 'f'LIr-"''''II'''TT'''",C,O "