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Home My WebLink About03-25-08 LAW OFFICES OF STEPHEN J. HOGG 19 S. HANOVER STREET SUITE 101 CARLISLE, PA 17013 IN RE: COURT OF COMMON PLEAS CUMBERLAND COUNTY PENNSYLVANIA ESTATE OF LILLIAN K. GRIMES ORPHAN'S COURT DIVISION NO: 21 07-0684 PETITION FOR SETTLEMENT OF AN ESTATE UNDER $25.000 UNDER ~3531 OF THE PROBATE. ESTATES AND FIDUCIARIES CODE The Petition of Vicki S. Baker, Executrix of the above entitled estate, respectfully represents: 1. Decedent is Lillian K. Grimes, who died May 2, 2007 while a resident at 1819 Spring Road, Carlisle, Cumberland County, Pennsylvania; 2. Petitioner is Vicki S. Baker, Executrix of the Estate of Lillian K. Grimes, having been appointed Executrix by Will dated June 11, 1996, attached. Co-Executrix, Eva J. McLean, RenunciaUon signed July 14, 2007, attached; h." ~ ~..r ; 3. Decedent died testate with letters testamentary being gra~ted to -- ~ 1 Vicki S. Baker on July 19, 2007 by the Deputy Register of Wills -- of and for Cumberland County, Pennsylvania with the advertisement of the grant of letters being on August 10, August 11, August 17, August 18, August 24 and August 25, 2007; 4. The following persons are entitled to share in the decedent's estate under the Will or Intestate Laws: LAW OFFICES OF STEPHEN J. HOGG ] 9 S. HANOVER STREET SUITE 10] CARLISLE, PA 17013 a. Eva McClean b. Vicki Baker The above have not received or retained any property of the Decedent by payment of wages under S31 01 of the Probate, Estates and Fiduciaries Code; 5. The Decedent's estate on her date of death was comprised of the following: M& T Bank Account #866598 Acct#866598 $13,584.12 M& T Bank Account #240433599 $ 4,050.02 $ 1.39 $ 405.98 $ 23.00 $ 8.81 $ 45.20 $ 126.20 M& TEstate Acct. #9838893171 Interest 2007 High Mark Blue Shield Refund Erie Insurance Refund Embarq Refund Comcast Refund Aetna Refu nd TOTAL GROSS ASSETS $18,244.72 6. Disbursements made on the decedent's account prior to the filing of this petition include: EXPENSES AND DISBURSEMENTS Embarq $ 31.26 LAW OFFICES OF STEPHEN J. HOGG 19 S. HANOVER STREET SUITE 101 CARLISLE, PA 17013 ADMINISTRATIVE EXPENSES Funeral Expenses Hoffman Roth Funeral Home Michael Bixler (Grave Opening) Carlisle Memorial Service (Marker) Attorney fees to Stephen J. Hogg, Esquire Personal Representative's Commission Probate fees Inventory and Inheritance Tax Return Filing Inheritance Tax Payment 10/26/07 Petition for Settlement Filing Fee Advertising: Cumberland County Law Journal The Sentinel TOTAL EXPENSES AND DISBURSEMENTS TOTAL GROSS ASSETS TOTAL EXPENSES AND DISBURSEMENTS REMAINING BALANCE $ 3,554.90 $ 250.00 $ 416.00 $ 1,000.00 $ 912.16 $ 133.00 $ 30.00 $ 1,733.07 $ 15.00 $ 75.00 $ 158.62 $ 8,309.11 $18,244.72 $ 8,309.11 $ 9,935.61 7. A Pennsylvania Inheritance Tax Return was filed with the Cumberland County Register of Wills on 10/26/07 with said return showing the estate net value less than $25,000.00; 8. Ten days written notice of intention to present this petition to the Cumberland County Orphan's Court has been given to every unpaid beneficiary, heir or claimant who has not joined in the petition or consented thereto; and LAW OFFICES OF STEPHEN J. HOGG 19 S. HANOVER STREET SUITE !OI CARLISLE, PA 17013 9. The net value to the Estate available for distribution is less than $25,000.00 and therefore the Petitioner as the Executrix should be discharged. 10. The remaining balance of $ 9,935.61 is to be distributed in equal shares to Vicki S. Baker, surviving niece, and Eva McClean, surviving niece, under S21 03 of the Probate, Estates and Fiduciaries Code. Date: ~~? ~R Stephen J. Ho 9, squire Personal Repres ntative for the Estate of Lilian K. Grimes Vicki S. Baker, Executrix ;1 I. I I I ~I! ~. ~ ~I II '., LAST WILL AND TESTAMENT OF LILLIAN K. GRIMES I, LILLIAN K. GRIMES, Cumberland County, Pennsylvania, being of sound and disposing mind, memory and understanding, do hereby make, publish and declare this as and for my Last Will and Testament, hereby revoking all other wills and codicils i heretofore made by me. FIRST I direct the payment of my debts and the expenses of my last illness and funeral from my estate as soon after my death as conveniently may be done.. Further, in this connection, I authorize my personal representative to expend funds from my estate, in such amount as my personal representative shall consider necessary and desirable for the purchase, erection and inscription of a suitable marker for my grave. SECOND I give, devise and bequeath my estate as follows: A. All tools and mowers to RONALD MCCLEAN of Ligonier, PA. B. Any motor vehicle to EVA MCCLEAN of Ligonier, PA. ~ 1 ~1' ~ -rta"W- RENUNCIATION Cumberland. REGISTER OF WILLS COUNTY, PENNSYL VANIA I:~tate of Lillian K. Grimes , Deceased { LEva McClean also known as Eva McLean , in my capacity/relationship as (Print Name) ( 'o-Executrix of the above Decedent, hereby renounce the right to 1 administer the Estate of the Decedent and respectfully request that Letters be issued to V icki Baker ~uIVJ'fJ~007 (IJ{/te) I " - k 9-" Y'1)Z.. ~.. II (Sigl/ature) _103 Mockingbird Lane (Street Address) __Ligonier, PA ]5658 (I'itv, State, Zip) I:'.\'(~cl/ted ill Register's Office S\\lqrrl to or a{IinneJ and subscribed Ill-11m..: me this day III EXecllted out of Register's Office Ik[cne the undersigned perwnally appeared the party executing this renunciation and certified that he or she executed the renunciation for the purposes stated within on this I LJ day or ~ ' 0/00 7 . '--A ~K~ Notary Public My Commission Expires: -1;[ t ~~ ~ ')"11111/ /tJr Register of Wills ~ (Signature and Seal of Notary or other official qualified to adll,inister oaths. Show date nfexpiration of Notary's Commission.) , "1/1' Iln' '( , '. rev. 10.13.0.6 co ONWEALTH OF PENNSYLVANIA Notflri~< ':}'<:;21 Patricio f<:. ?!!..02 "owry Public Ligoniet Twp. Wc:stmo,e!and CoUnty My CommiSSion Expires Feb. 4, 20'0 Member, Pennsylvania Association of Notaries ~~~ 11' \/.~x~ TORY REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYL VANIA COMMONWEALTH OF PENNSYLVANIA COUNTY OF CUMBERLAND } SS File Number 21 07 0684 Personal Representative(s) of the Estate of LILLIAN K. GRIMES deceased, depose(s) and say(s) that the items appearing in the following inventory include all of the persow!,l assets wh~r~ver situate and all of the real estate in the Commonwealth of Pennsylvania of said Decedent, that the valuation placed<?~I:9site eac.l1)tem of said inventory represents its fair value as of the date of the decedent's death, and that Decedent owned no real estate outside~m the Commonwealth of Pennsylvania except that which appears in a memorandum at the end of this inventory. . _' . f") I verify that the statements made in this Inven- tory are true and correct. I understand that false state- ments herein are made subject to the penalties of 18 Pa. c.s. S 4904 relating to unsworn falsification to authorities. } VICKI BAKER - EXECUTRIX r-"-, '-' . ~, ~-I t~") o Attorney -- (Name) STEPHEN J. HOGG, ESQUIRE (Address) 19 SOUTH HANOVER STREET, SUITE 101 (Telephone) (717)245-2698 (Supr4me Court J.D. No.) 36812 CARLISLE PA 17013 DATE OF DEATH LAST RESIDENCE 1819 SPRING ROAD CARLISLE PA 17013 I FIGURES MUST BE TOTALED I DECEDENT'S SOC. SEC. NO. 5/2/2007 187-18-4019 M&T BANK - NORTH MIDDLETON BRANCH - 1958 SPRING ROAD CARLISLE PA 17013 ACCOUNT # 866598 - DATE OF DEATH BALANCE $27,168.23 ACCOUNT JOINTLY OWNED WITH VICKI BAKER M&T BANK - NORTH MIDDLETON BRANCH - 1958 SPRING ROAD CARLISLE PA 17013 ACCOUNT # 240433599 - DATE OF DEATH BALANCE $8,100.03 ACCOUNT JOINTLY OWNED WITH VICKI BAKER HIGHMARK BLUE SHIELD REFUND 13,584.12 4,050.02 405.98 EMBARQ REFUND 8.81 ERIE INSURANCE REFUND 23.00 COMCAST REFUND 45.20 AETNA INSURANCE REFUND 126.20 (Attach additional sheets as needed) TOTAL: 18,244.72 NOTE: The Memorandum of real estate outside the Commonwealth of Pennsylvania may, at the election of the personal r~presentative include the value of each '::r" '- . ---,1. r; .,.c, shn'.lld n0\ be c'.'e~ded into the ",1 Dfthe Jnve~tor:/. (See 20 Prl. C' &uREA~'GF INDIVIDUAL TAXES I~HERITANCE TAX DIVISION PO BOX 280601 HARRISBURG PA 17128-0601 COMMONWEALTH OF P~NNSYLVANIA DEPARTMENT nF REVENUE NOTICE OF JNHERIlANCE TAX APPRAISEHENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND" ASSESS.HENT OF TAX * REV-1547 EX AFP (06-05) DATE 01-29-2008 ESTATE OF GRIMES LILLIAN K DATE OF DEATH 05-02-2007 FILE NUMBER 21 07-0684 COUNTY CUMBERLAND ACN 101 APPEAL DATE: 03-29-2008 ( 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 ~~!_~~~~~_!~!~-~!~~------~---~~!~!~_~2~~~_~2~!!2~_~2~_!2~~_~~~2~g~__~____________________ REV-1547 EX AFP (03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, A4LOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT dF TAX ESTATE OF GRIMES LILLIAN K FILE NO. 21 07-0684 ACN 101 DATE 01-29-2008 STEPHEN J HOGG ESQ STE 101 19 S HANOVER ST CARLISLE PA 17013 T AX RETURN WAS: (X) ACCEPTED AS F I LED ) 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. Hortgages/Notes Receivable (Schedule D) 5. Cash/Bank Deposits/Hisc. Personal Property (Schedule E) 6. Jointly Owned Property (Schedule F) 7. Transfers (Schedule G) 8. Total Assets (1) (2) (3) (4) (5) (6) (7) .00 .00 .00 .00 6110.58 17 , 6134 . 14 .00 NOTE: To insure proper credit to your account, submit the upper portion of this form with your tax payment. (8) 18,244.72 APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expenses/Adm. Costs/Hisc. Expenses (Schedule H) 10. Debts/Hortgage Liabilities/Liens (Schedule I) 11. Total Deductions 12. Net Value of Tax Return (9) CIO) 6,6$9.68 31.26 (11 ) CI2) CI3) CI4) 6.690 94 1l,553.78 .00 ll, 553.78 13. 14. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) Net Value of Estate Subject to Tax NOTE: If an assessment was issued previously, lines 14, 15 and/or 16. 17, 18 and 19 will reflect figures that include the total of !hh returns asse$sed 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 18. Amount of Line 14 taxable at Collateral/Class B rate 19. Principal Tax Due TAX CREDITS' CIS) .00 X 00 .00 CI6) .00 X 045 = .00 CI7) .00 X 12 = .00 CI8) II ,553.78 X 15 = 1,733.07 CI9)= 1,733.07 . PAYHENT RECEIPT DISCOUNT (+) AHOUNT PAIIll DATE NUHBER INTEREST/PEN PAID (-) 10-26-2007 CDOOR853 .00 1 , 73-3 . 07 TOTAL TAX CREIIHT 1,733.07 BALANCE OF TAX DUE .00 INTEREST AND PEN. .00 TOTAL DUE .00 .~ IN RE: ESTATE OF LILLIAN K. GRIMES :IN THE COURT OF COMMON PLEAS :OF CUMBERLAND COUNTY, :PENNSYLVANIA ORPHAN'S COURT DIVISION : NO. 21 07-0684 NOTICE OF INTENT TO FILE A PETITION FOR SETTLEMENT OF SMALL ESTATE Please be advised that the Executrix in the above captioned estate intends to file the attached petition to settle the above estate with a distribution schedule to the beneficiaries. Date: ~ -- --- '.'" ---- .' JJ