The URL can be used to link to this page

Home My WebLink About01-31-08 ~ IN RE: ESTATE OF JOAN POWELL, deceased IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA ORPHANS COURT DIVISION Estate No. 21-07-0298 PETITION FOR SETTLEMENT OF SMALL ESTATE C) c::o ;:,.,. 7J .... ~-t :;~? ~'-.,.. i 'c> IT] \~-~-; :-~! r--, C'" C::-:'t c.:..u c_ ~. ~. ~_:P" 4'.!:..... To the Honorable Judge of the said Court: w .',c'....... ".-; ~ The Petition of Steven Powell, Executor of the estate of Joan Powell, respecltft.llly --~ represents: 1 .) .z:- 1. Your Petitioner is Steven Powell who is the Executor of the estate of Joan Powell. -.J 2. The above-named decedent died testate, having first made a last will and testament dated June 12, 1974, which will has been duly probated and letters testamentary on the estate of the decedent were duly issued by the Register of Wills in and for Cumberland County Pennsylvania to your petitioner on March 28,2007. 3. The names and addresses and relationships of all persons having an interest in the estate of the decedent as heirs or next of kin are as follows: Steven Powell 415 Run Road, Carlisle, P A 17013 son James Powell 24 West Coover St., Mechanicsburg, PA 17055 son Robert Powell 6491 Union Deposit Rd., Harrisburg, PA 17111 son Sandi Powell, 3614 Franklin Ave., Mechanicsburg, PA 17055 surviving spouse of David Powell who died September September 17,2007, prior to distribution of the estate 4. The decedent was not survived by any persons entitled to claim the family exemption under 20 Pa. C.S.A. Section 3121. 5. The total value of the decedent's personal estate is less than $10,000 and consists of the following assets which have the following values: M&T Bank Account #2678015574 Capital Blue Cross refund Claremont Nursing Home refund $8,157.89 136.40 73.97 Total $8,368.26 6. The expenses of the decedent's last illness and funeral have been paid and there are no unpaid creditors of the decedent. .. 7. A Pennsylvania Inheritance Tax Return has been filed and the amount of tax due upon the decedent's estate has been paid. A copy of the inheritance tax official receipt and a copy of the statement of the Department of Revenue showing no tax due is attached hereto as Exhibit "A" and made a part hereof. 8. The following is a list of claims already paid from the assets of the decedent: Cumberland County Register of Wills - Filing fees Claremont Nursing & Rehabilitation Center Register of Wills, Agent - Inheritance tax Register of Wills - Filing fee Total paid $ 94.00 4,248.50 153.48 15.00 $4,510.98 9.. It is proposed that the following distribution of the decedent's personal estate be made to the following creditors, heirs or next of kin: Duncan & Hartman, P .C. Register of Wills Steven Powell James Powell Robert Powell Sandi Powell attorneys fees filing fee $ 600.00 15.00 810.57 810.57 810.57 810.57 WHEREFORE, your petitioner respectfully requests your Honorable Court to decree the distribution of the decedent's personal estate to the persons entitled thereto as set forth in Paragraph 8 above. ~~~u Steven Powell, Petitioner \ 1 :3010% . . VERIFICATION The undersigned, having read the attached Petition, hereby verifies that the facts set forth therein are true and correct to the best of his knowledge, information and belief. This verification is made subject to the penalties of 18 Pa.C.S.section 4904 pertaining to unsworn falsification to authorities. ~t~# steven Powell Dated: I (30/ olJ COMMONWEAL TH OF PENNSYLVANIA DEP~MENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT 280601 HARRISBURG, PA 17128-0601 REV-l 162 EX(11-96) RECEIVED FROM: PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT HARTMAN SUSAN J DUNCAN HARTMAN ET AL ONE IRVINE ROW CARLISLE, PA 17103-3019 h_h_h fold ESTATE INFORMATION: SSN: 207-22-0493 FILE NUMBER: 2107-0298 DECEDENT NAME: POWELL JOAN DA TE OF PAYMENT: 07/18/2007 POSTMARK DATE: 07/18/2007 COUNTY: CUMBERLAND DA TE OF DEATH: 03/23/2007 NO. CD 008427 ACN ASSESSMENT CONTROL NUMBER AMOUNT 101 I $153.48 I I I I I I I I TOTAL AMOUNT PAID: REMARKS: CHECK#1622 SEAL INITIALS: CJ RECEIVED BY: TAXPAYER $153.48 GLENDA FARNER STRASBAUGH REGISTER OF WILLS , BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION PO BOX 2B0601 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-1547 EX AFP (06-05) DATE 10-01-2007 ESTATE OF POWELL JOAN DATE OF DEATH 03-23-2007 FILE NUMBER 21 07-0298 COUNTY CUMBERLAND ACN 101 APPEAL DATE: 11-30-2007 ( 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 f~!_~~~~~_!~l~_~l~~______~___~~!~!~_~Q~~~_~Q~!!Q~_~Q~_YQ~~_~~~Q~~~__~____________________ REV-1547 EX AFP (03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT. ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF POWELL JOAN FILE NO. 21 07-0298 ACN 101 DATE 10-01-2007 SUSAN J HARTMAN DUNCAN & HARTMAN 1 IRVINE ROW 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 Closely Held Stock/Partnership Interest (Schedule C) Mortgages/Notes Receivable (Schedule D) Cash/Bank Deposits/Misc. Personal Property (Schedule E) Jointly Owned Property (Schedule F) 1. Real Estate (Schedule A) 2. 3. 4. 5. 6. 7. 8. Stocks and Bonds (Schedule B) Transfers (Schedule G) Total Assets (l) (2) (3) (4) (S) (6) (7) .00 .00 .00 .00 8,368.26 .00 .00 NOTE: To insure proper credit to your account, submit the upper portion of this form with your tax payment. (8) 8,368.26 APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) 10. II. 12. 13. 14. (9) UO} 709.00 4,248.50 (ll) U2} U3} U4} 4.9"i7 "iO 3,410.76 .00 3,410.76 Debts/Mortgage Liabilities/Liens (Schedule I) Total Deductions Net Value of Tax Return Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) Net Value of Estate Subject to Tax NOTE: If an assessment was issued preViously, lines 14. 15 and/or 16. 17. 18 and 19 wUl reflect figures that include the total of !b1. returns assessed to date. ASSESSMENT OF TAX: 15. Amount of Line 14 at Spousal rate US} .00 X 00 .00 16. Amount of Line 14 taxable at Lineal/Class A rate (16) 3,410.76 X 045 = 153.48 17. Amount of Line 14 at Sibling rate U7} .00 X 12 = .00 18. Amount of Line 14 taxable at Collateral/Class B rate U8} .00 X 15 = .00 19. Principal Tax Due U9}= 153.48 TAX CREDITS: PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID DATE NUMBER INTEREST/PEN PAID (-) 07-18-2007 CDo08427 .00 153.48 TOTAL TAX CREDIT 153.48 BALANCE OF TAX DUE .00 INTEREST AND PEN. .00 TOTAL DUE .00 * IF PAID AFTER DATE INDICATED, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. ( IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)