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HomeMy WebLinkAbout01-11-08 (2)DECEDENT'S ESTATE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA ORPHANS' COURT DIVISION ESTATE OF BLANCHE M. GLUNT ,DECEASED 21-07-00099 __ _ ~ ~n W ` ~ .Jt, d Li . ~: ~~~ ` -~ . _ ~. PETITION FOR ADJUDICATION / -' ~ ~ STATEMENT OF PROPOSED DISTRIBUTION ,~" --, rv PURSUANT TO Pa. O.C. Rule 6.9 °~ This form may be used in all cases involving the Audit of the Account of a Decedent's Estate. If space is insufficient, riders may be attached. Attach the spouse's election, if any; the papers required under items 8-19 inclusive; and any instrument pertinent to the adjudication. INCLUDE ATTACHMENTS AT THE BAC% OF THIS FORM. Name of Counsel: STEPHEN L. BLOOM, ESQUIRE Supreme Court LD. No.: `~~ ~~ Name of Law Firm: IRWIN & McKNIGHT Address ~n wFST POMFRET STREET, CARLISLE, PA 17013 Telephone: (717) 249-2353 Fax: 717 249-6354 Form OC-01 rev. 10.13.06 Page 1 of 10 Estate of BLANCHE M. GLUNT ,Deceased 1. Name(s) and address(es) of Petitioner(s): Name: HELEN F. DIVENS Address: 1553 SPRING ROAD CARLISLE, PA 17013 Identify any executors or administrators who have not joined in the Petition for Adjudication and Statement of Proposed Distribution and state reason: Is this the first accounting by this fiduciary? ..................... ~ Yes ^ No If not, identify prior accountings, the accounting periods covered, and the date of adjudication of the prior accounting. 2. Decedent died on JANUARY 24, 2007 m Letters Testamentary or 0 Letters of Administration were granted to Petitioner(s) on Date of Will (if applicable): OCTOBER 11.2001 Date(s) of Codicil(s) (if applicable): Date of probate (if different from date Letters granted): JANUARY 31, 2007 Was a bond required? [,Yes ~ No If yes, state amount: Are proofs of advertising of the grant of Letters attached? ......... ~ Yes ~ No Dates of advertising of the grant of Letters: THE SENTINEL-MARCH 2, 9, 16, 2007 CUMBERLAND LAW JOURNAL -MARCH 2, 9, 16, 2007 Form OC-01 rev. 10.13.06 Page 2 of 10 Estate of BLANCHE M. GLUNT Deceased 3. Was decedent survived by a spouse? ............. ^Yes Q No ................ If yes, name of the surviving spouse: 4. Has the surviving spouse filed to take an elective share? ............. Yes 0 No (See Section 2201 et sic. of the Probate, Estates and Fiduciaries Code) If yes, date of election: 5. In the case of an intestacy, state the names of the decedent's surviving children or surviving issue of deceased children (if none, so state): 6. Did decedent marry after execution of Will or Codicil(s)? ........... 0 Yes m No Were any children born to decedent after execution of Will or Codicil(s)? ........................................... Q Yes ~ No If yes, give names and dates of birth: Name: Date of Birth: 7. If required by the Medical Assistance Estate Recovery Act, 62 P.S. § 1412, was a request for a statement of claim sent to the Department of Public Welfare? .............................. mYes ~ No Form OG01 rev. 10.13.06 Page 3 of 10 Estate of BLANCHE M. GLUNT Deceased Written notice of the Audit as required by Pa. O.C. Rules 6.3, 6.7 and 6.8 has been or will be given to all parties in interest listed in item 9 below, all unpaid creditors and all claimants listed in item 10 below. In addition, notice of any questions requiring Adjudication as discussed in item 14 below has been or will be given to all persons affected thereby. A. If Notice has been given, attach a copy of the Notice as well as a list of the names and addresses of the parties receiving such Notice. B. If Notice is yet to be given, a copy of the Notice as well as a list of the names and addresses of the parties receiving such Notice shall be submitted at the Audit together with a statement executed by a Petitioner or counsel certifying that such notice has been given. C. If any person entitled to Notice is not sui juris (e.g., minors or incapacitated persons), Notice of the Audit has been or will be given to the appropriate representative on such party's behalf as required by Pa. O.C. Rule 5.2. D. If any charitable interest is involved, Notice of the Audit has been or will also be given to the Attorney General as required under Pa. O.C. Rule 5.5. In addition, the Attorney General's clearance certificate (or proof of service of Notice and a copy of such Notice) must be submitted herewith or at the Audit. 9. List all parties (charitable and non-charitable) of whom Petitioner(s) has/have notice or knowledge, having or claiming any interest in the estate as beneficiaries under the Will or Codicil(s) or as intestate heirs if there is a complete or partial intestacy: A. State each party's relationship to the decedent and the nature of each party's interest(s): Each Partv in Interest ~ Relationship and GRACE UNITED METHODIST CHARITY 6/10TH CHURCH 45 S. WEST STREET CARLISLE, PA 17013 PLEASANT HILL CHURCH CHARITY 1/10TH 23112 CROGHAN PIKE SHADE GAP, PA 17255 Form OC-01 rev. 10.13.06 Page 4 of 10 Estate of BLANCHE M. GLUNT ,Deceased Name and Address of Each Party in Interest I Relationship and Comments, if any I Interest AMERICAN RED CROSS CHARITY 1/10TH 95 ALEXANDER SPRING RD CARLISLE, PA 17015 THE SALVATION ARMY CHARITY 1/10TH 20 E. POMFRET STREET CARLISLE, PA 17013 B. Identify each party who is not sui juris (e.g., minors or incapacitated persons). For each such party, give date of birth, the name of each Guardian and how each Guardian was appointed. If no Guardian has been appointed, identify the next of kin of such party, giving the name, address and relationship of each. NONE C. State why a Petition for Guardian/Trustee Ad Litem has or has not been filed for this Audit (see Pa. O.C. Rule 12.4). D. If distribution is to be made to the personal representative of a deceased party, state date of death, date and place of grant of Letters and type of Letters granted. Form OC-01 rev. 10.13.06 Page 5 of 10 Estate of BLANCHE M. GLUNT ,Deceased 10. Other than the claim for the family exemption, list the names of all known claimants and the amount of their claims and state whether each claim is admitted. Name and Address of Each Claimant Amount of Claim Claim Will Claim Admitted? Be Paid In Full? NONE Yes ©Yes ~No ~No Yes ~ Yes ~No ONo Yes ~ Yes ~No ^ No Yes ~ Yes ~No ~ No If the estate is insolvent, attach a schedule setting forth the order of preference under 20 Pa.C.S. § 3392 and the proposed payments. 11. Was family exemption claimed? ................................ Yes ~No Was family exemption allowed? ................................ ®Yes ~No Family exemption claimant's name and relationship: Name: Relationship: Form OC-01 rev. 10.13.06 Page 6 of 10 Estate of BLANCHE M. GLUNT Deceased 12. The amount of Pennsylvania Transfer Inheritance Tax and additional Pennsylvania Estate Tax paid, the date(s) of payment(s), and the interest(s) upon which paid, are as follows: Date Payment Interest SEPTEMBER 24, 2007 3,970.10 JANUARY 3, 2008 1,226.82 13. On the date of death, was the decedent a fiduciary (personal representative, trustee, guardian, agent under power of attorney) or surety on the bond of a fiduciary? ................... ~ Yes ~ No If yes, provide the name of the estate, indicate whether an account has been filed and confirmed absolutely and all awards performed, or, in the alternative, how the decedent's estate will be discharged for the decedent's fiduciary administration of the estate. 14. A. Describe in detail any questions requiring adjudication and state the position of the Petitioner(s) as to each question: NONE B. Has notice of the question requiring adjudication been given to the parties identified in Paragraph 9 above? .................. ~ Yes ~ No 15. If Petitioner(s) haslhave knowledge that a share has been assigned, renounced, disclaimed or attached, provide a copy of the assignment, renunciation, disclaimer or attachment, together with any relevant supporting documentation. Form OC-01 rev. 10.13.06 Page 7 of 10 Estate of BLANCHE M. GLUNT Deceased Wherefore, your Petitioner(s) ask(s) that distribution be awarded to the parties entitled and suggest(s) that the distributive shares of income and principal (residuary shares being stated in proportions, not amounts) are as follows: A. Income: Proposed Distributee(s) B. Principal: Proposed Distributee(s) SEE ATTACHED Amount/Proportion Amount/Proportion Submitted By: (All petitioners must sign. Add additional lines if necessary): ., Name of Petitioner: HELEN F. DIVENS Name of Petitioner: Form OC-01 rev. 10.13.06 Page 9 of 10 THE ESTATE OF BLANCHE M. GLUNT 21-07-00099 9. CONTINUED CUMBERLAND GOODWILL FIRE CO. CHARITY 1/IOTx 102 WEST RIDGE STREET CARLISLE, PA 17013 THE ESTATE OF BLANCHE M. GLUNT 19.B. PROPOSED DISTRIBUTEE(S) GRACE UNITED METHODIST CHURCH PLEASANT HILL CHURCH AMERICAN RED CROSS THE SALVATION ARMY CUMBERLAND GOODWILL FIRE COMPANY 21-07-00099 AMOUNT/PROPORTION $26,713.44 $4,452.24 $4,452.24 $4,452.24 $4,452.24 FIRST AND FINAL ACCOUNT AND PROPOSED DISTRIBUTION OF HELEN F. DIVENS, EXECUTRIX OF THE ESTATE OF BLANCHE M. GLUNT, DECEASED LATE OF CARLISLE BOROUGH, CUMBERLAND COUNTY '7 ~' Estate File #: 21-07-0099 Estate Identification #: 20-7249023 Date of Death: Letters Granted: Dates of Advertisement: The Sentinel - Cumberland Law Journal - Account Stated To: January 24, 2007 ,~ ("'~ , C7 CA :~ January 31, 2007 ; C? ~-- - -i- <~ --- -r. , ,., ,= w o March 2 9 16 2007 _~ _; , , , March 2, 9, 16, 2007 ~ ~.,~ - January 28 2007 ~ rv , m SUMMARY & INDEX Principal Pa es Amount Receipts Net Gain or (Loss) on Conversions Receipts Subsequent to Inventory Adjusted Balance Debts of Decedent Costs of Administration Reserves Proposed Distributions 2 $57,836.33 2 ($30.22) 2 $1,980.47 2 $59,786.58 3 $926.23 3 $13,947.95 3 $390.00 4 $44,522.40 Stephen L. Bloom, Esquire IRWIN & McKNIGHT 60 West Pomfret Street Carlisle, PA 17013 (717) 249-2353 RECEIPTS OF PRINCIPAL Value of Assets Fiduciary Listed in Inventory Acquisition (d/o/d value) Value M&T Bank -Checking Account #710520 $2,561.80 M&T Bank -Savings Account #015004198225954 $15,802.87 18,333.91 PNC Bank -Checking Account #5140422769 $39,471.66 $39,472.20 TOTAL RECEIPTS OF PRINCIPAL $57,836.33 $57,806.11 RECEIPTS SUBSEQUENT TO INVENTORY (Value When Received) 02/15/07 United American Insurance Company, Refund ....................................................$471.39 03/01/07 Interest - M&T Bank Estate Account ......................................................................$4.28 03/09/07 Sarah Todd Nursing Home, Resident Refund ...................................................$1,354.23 03/28/07 J.J.B. Hilliard Lyons, Interest .................................................................................$27.87 04/01/07 Interest - M&T Bank Estate Account ......................................................................$2.50 04/10/07 Sarah Todd Nursing Home, Refund .......................................................................$70.89 04/17/07 United States Treasury, Tax Refund .......................................................................$30.00 05/01/07 Interest - M&T Bank Estate Account ......................................................................$2.23 06/01/07 Interest - M&T Bank Estate Account ......................................................................$2.30 07/01/07 Interest - M&T Bank Estate Account ......................................................................$2.22 08/01/07 Interest - M&T Bank Estate Account ......................................................................$2.30 09/01/07 Interest - M&T Bank Estate Account ......................................................................$2.30 10/01/07 Interest - M&T Bank Estate Account ......................................................................$2.13 11 /O1 /07 Interest - M&T Bank Estate Account ......................................................................$1.97 12/01 /07 Interest - M&T Bank Estate Account ...................................................................... $1.90 01/01/08 Interest - M&T Bank Estate Account ......................................................................$1.96 TOTAL RECEIPTS SUBSEQUENT TO INVENTORY ............................. $1,980.47 RECAPITULATION RECEIPTS RECEIPTS OF PRINCIPAL (Fiduciary Acquisition Value) ............................................. $57,806.11 RECEIPTS SUBSEQUENT TO INVENTORY ........................................................ 1 980.47 TOTAL RECEIPTS OF PRINCIPAL & INCOME .................................. $59,786.58 2 DISBURSEMENTS Debts ofDecedent• 02/12/07 Hoffrnan_Roth Funeral Home F 02/12/0 uneral 7 PharM ... enca, Medical... ................... 03/08/07 Sprin Ro ........... g ad Famil .................................... • e, Medical 9/07 Carlisl Y B .. ................................... .... .............. $651.02 """ e ........ oro ugh Tax .............. 04/0 Acco 7/07 Sarah A. Todd Nursin unt, Income Tax......... . H '••••••••••• ..$151.97 ................. ....... ........... .. $67 6 ..... ........ 5 . g ..................................... . $4.90 ome, Nursing ..... ................................ Subtotal • . ........................................ ......................... $ 50.69 .............. ...... Costs ...... .................. ofAdministration: .......................... ... ""•••••••••••••...,5'926.23 02/01/07 Register of Wills, Probate 02/12/07 ........... Cumberland .................................. aw ournal 02/16/07 Ste ,Estate Noti phen L. Bloom, Atto ce ...................... 03/11 /07 Abra rneY Fee .. C ......... """••••••••••••••• $329.00 ... ........ ............. ........ m . 03/23/07 The Sentin ert, Tax Filing..••..........• ................ e -Le al E """ ... $ 75.00 $4 ,100 00 g 09/19/07 state Noti """• ce ...................... Helen F. Divens Executri 09/19/07 ........ x Fee.... .... Irwin & M . ..............$50.00 ••••'•••'•""""" ......................... $ ............................. cKni fit, Atto 09/19/07 me Fee... . ............. Register of Will ......... •.. 137.03 ................................. $3000 00 ................... s, A ent 09/ 07 Re aster g ,Inheritance Tax** 19/ g of Wills ,Film Fee ................... 01/02/08 g . ......... ........................ .$900.00 •• ........ Re aster ""•••••••• g of Wills ............................ 01/18/0 I ance Tax * "" 8 Re aster nherit * g of Will ~•'•~ ........ •••••••••••••••.$3,970.10 '•••••••••••• ........................ $30 00 . s, Filing Firs ••• Fee ( t and Final Account).~~~•'•'•'•'••••••'••"""""'••$1,226.82 ... Subtot al.• ............................... ................................. 1 $ 30.00 ........................................................... Reserves; .................... •••••••••••••..... $13,947.95 Patricia A. Rosendal Notary Fees e, CPA, Tax Preparation ..................... ............. ........................................................... ...... ....... .......................... $350.00 ......... Subtotal.• .................................. 4 $ 0.00 .......................................... TOTAL DISBURSEMENTS OF PRINCIPAL .... ........................................ X390.00 .............. . ......................... $15,264.18 RECAPITUL~1TIOly TOTAL RECEIPTS OF PRINCIPAL & INCOME ............................................... $59,786.58 TOTAL DISBURSEMENTS OF PRINCIPAL & INCOME ................................ - 15 264.18 BALANCE FOR FINAL DISTRIBUTION ................................................. $44,522.40 ti COMMONWEALTH OF PENNSYLVANIA COUNTY OF CUMBERLAND ss Helen F. Divens, Executrix for the Estate of Blanche M. Glunt, deceased, hereby declares under oath [under penalty of perjury] that she has fully and faithfully discharged the duties of her office; that the foregoing First and Final Account is true and correct and fully discloses all significant transactions occurring during the accounting period; that all known claims against the estate have been paid in full; that, to her knowledge, there are no claims now outstanding against the Estate; and that all taxes presently due from the estate have been paid. Helen F. Divens, Executrix Sworn and subscribed before me this ~~~;~ day of January, 2008. ~~ 15~~_ Notary Public COMMONWEALTH OF PENNSYLVANIA !~lotara! Sea! Karen S. Noel, Notary Public Carlisle Boro, (;;~mbe'fand County My Commission E.cRlres l~ec. 8. ?.011 Member, Pennsylvania Association of Notaries 5