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HomeMy WebLinkAbout05-02-08 Cumberland DECEDENT'S ESTATE COURT OF COMMON PLEAS OF aa~B~€aY -z ~n ~_ ~~ c~~~x o~ o~-~srs coua~ c~c,~~~~~~r~¢~~ ca., ~ COUNTY, PENNSYLVANIA ORPHANS' COURT DIVISION ESTATE OF Frederick L. Harrison, Sr. No. 21-07-0484 DECEASED PETITION FOR ADJUDICATION / STATEMENT OF PROPOSED DISTRIBUTION 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 BACK OF THIS FORM. Name of Counsel: Bradley L. Griffie, Esquire Supreme Court I.D. No.: 34349 Name of Law Firm: Griffie & Associates Address: 200 North Hanover Street, Carlisle, PA 17013 Telephone: (717) 243-5551 Fax: _ (7171243-5063 Form OC-01 rev. 10.13.06 Page 1 of 10 Estate of Frederick L. Harrison, Sr. Deceased 3. Was decedent survived by a spouse? ............................. Yes ~ No If yes, name of the surviving spouse: 4. Has the surviving spouse filed to take an elective share? ............. ®Yes ~ No (See Section 2201 et sit . 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): N/A 6. Did decedent marry after execution of Will or Codicil(s)? ........... ~ Yes m No Were any children born to decedent after execution of Will or Codicil(s)? ........................................... ~ 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? .............................. ~ Yes ~ No Form OC-Ol rev. ]0.13.06 Page 3 of 10 Estate of Frederick L_ Harrison, Sr. Deceased 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. N/A 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). N/A 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. Date of death: April 18, 2007 Date of Grant of Letters: May 15, 2007 Place of Grant of Letters: Cumberland County, Pennsylvania Grant of Letters Testamentary issued Form OC-01 rev. 10.13.06 Page 5 of 10 Estate of Frederick L. Harrison, Sr. ,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 Admitted? Will Claim Be Paid In Full? No Claimants Yes ~ Yes ~No ~ No Yes ~ Yes ~No ~ No 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 Frederick L. Harrison, Sr. 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 July 17, 2007 2,200.00 00 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) has/have 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. Farm OC-01 rev. 10.13.06 Page 7 of 10 Estate of Frederick L. Harrison, Sr. Deceased 16. Had the decedent been adjudicated an incapacitated person? .......... ~ Yes ~ No If yes, attach a copy of the Order if available; otherwise state the Court, term, number, date, and name of Hearing Judge. 17. A. List or attach a separate list of additional receipts and disbursements since the closing date of the Account. None B. Has notice of the additional receipts and disbursements been given to the parties identified in Paragraph 9 above? ............. Yes ~ No 18. If a reserve is requested, state amount and purpose. Amount: ~'~~ Purpose: If a reserve is requested for counsel fees, has notice of the amount of fees to be paid from the reserve been given to the parties in interest? ........................................ ©Yes ~ No If so, attach a copy of the notice. 19. Is the Court being asked to direct the filing of a Schedule of Distribution? .......................... Yes ~ No As to real estate only? ........................................ Yes ~ No Form OC-dl rev. 10.13.06 Page $ of 10 Estate of Frederick L. Harrison, Sr. 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 Distriburee(s) None B. Principal: Proposed Distributee(s) Linda L. Horn Amount/Proportion Amount/Proportion $45,602.40 Submitted By: (All petitioners must sign. Add additional lines if necessary): ~, ame of Petitioner: Linda L. Horn Name of Petitioner: Form OC-ol rev. 10.13.06 Page 9 of 10 PROOF OF PUBLICATION State of Pennsylvania, County of Cumberland Tammy Shoemaker, Classified Advertising Manager, of The Sentinel, of the County and State aforesaid, being duly sworn, deposes and says that THE SENTINEL, a newspaper of general circulation in the Borough of Carlisle, County and State aforesaid, was established December 13,1881, since which date THE SENTINEL has been regularly issued in said County, and that the printed notice or publication attached hereto is exactly the same as was printed and published in the regular editions and issues of THE SENTINEL on the following day(s) November 08,15, 22, 2007 COPY OF NOTICE OF PUBLICATION Y ,,.. EXE , .. T .. .,,e.. 0 "CErc .....,.a+.,.,.,.,~r: Letters Testamentary on the Estate of FREDERICK L. HARRISON, SR., late of Middlesex Township, Cumberland County, Pennsylvania, deceased, have been granted to the undersigned. All persons knowing themiielves to be indebted to said Estate will make payment immediately, and those having claims will present them for settlement to: Linda Hom, Executrix c/o Bradley L. Griffis, Esquire GRIFFIE & ASSOCIATES 200 North Hanover Street Carlisle, PA 17013 (717) 243-5551 (800) 347-5552 Affiant further deposes that he/she is not interested in the subject matter of the aforesaid notice or advertisement, and that all allegations in the foregoing statement as to time, place and character of publication are true. Sworn to and subscribed before me this 27th. day of November, 2007. Notary Publi My commission expires: //~(va COMMONWEALTH OF PENNSYLVANIA Notarial Seal Christina L. Woffe, Notary Public Carlisle Boro, Cumberlartc} County My Commission Expires Sept 1,2008 Member. Pennsylvania AFSOCiation Of Notaries -~_-~~ PROOF OF PUBLICATION OF NOTICE IN CUMBERLAND LAW JOURNAL (Under Act No. 587, approved May 16, 1929), P. L.1784 COMMONWEALTH OF PENNSYLVANIA COUNTY OF CUMBERLAND ss. Lisa Marie Coyne, Esquire, Editor of the Cumberland Law Journal, of the County and State aforesaid, being duly sworn, according to law, deposes and says that the Cumberland Law Journal, a legal periodical published in the Borough of Carlisle in the County and State aforesaid, was established January 2, 1952, and designated by the local courts as the official legal periodical for the publication of all legal notices, and has, since January 2, 1952, been regularly issued weekly in the said County, and that the printed notice or publication attached hereto is exactly the same as was printed in the regular editions and issues of the said Cumberland Law Journal on the following dates, vlz: November 2. November 9 and November 16 2007 Affiant further deposes that he is authorized to verify this statement by the Cumberland Law Journal, a legal periodical of general circulation, and that he is not interested in the subject matter of the aforesaid notice or advertisement, and that all allegations in the foregoing statements as to time, place and character of publication are true. ~''~ lsa arie Coyne, Edito SWORN TO AND SUBSCRIBED before me this 16 day of November, 2007 _ Harrison, Frederick L., 3r., deed. L-C._ - . Late of Middlesex Township. Executrix: Linda Horn c/o Bradley Notary L. Griffie, Esquire, Griffie & As- sociates, 200 North Hanover Street, Carlisle, PA 17013, (717) 243-5551, (800) 347-5552. •-•~---~ Attorney: Bradley L. Griffie, Es- NOTARIAL SEAL quire, Griffie & Associates. DEBORAH A COLLINS Notary Public j CARLISLE BORO, CUMBERLAND COUNiY !3 My Commission Expires Apr 28, 2010 In re: IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA Estate of Frederick L. Harrison, Sr., ORPAHN'S COURT DIVISION late of Middlesex Township No. 2007-00484 Cumberland County, Pa., deceased PA No. 21-07-0484 DATE OF DEATH: April 18, 2007 LETTERS GRANTED: May 15, 2007 FIRST COMPLETE ADVERTISEMENT November 8, 2007 OF GRANT OF LETTERS DISTRIBUTION OF ESTATE IS INCLUDED IN ACCOUNTING DISTRIBUTION AMOUNT IS $45,602.40 GROSS VALUE OF ESTATE IS $51,792.21 ACCOUNTING FOR THE PERIOD May 15, 2007 through May 1, 2008 Purpose of the Account: Linda L. Horn, Executrix, offers this accounting to acquaint interested parties with the transactions that have occurred during her administration. The Account also indicates the proposed distribution of the Estate. It is important that the Account be carefully examined. Requests for additional information, questions or objections can be discussed with: Bradley L. Griffie, Esquire Attorney for Petitioner 200 North Hanover Street Carlisle, PA 17013 (717)243-5551 (800)347-5552 RT ~ . ~ _ CD ~ ~~ ~ ~ a _ a ~ ~~ xa ~-- ~ -c 1 _,-~ ,: "-1 ~ _ ~ ~ - ti , _ 4. 'f 2 PRINCIPAL ASSETS RECEIVED CASH AND BANK DEPOSITS: 1. Sovereign Bank Checking Account No. 3381137735 2. Sovereign Bank Money Market Account No. 3384056744 3. Sovereign Bank Certificate of Deposit No. 3385171685 4. Sovereign Bank Certificate of Deposit No. 3385171693 5. Sovereign Bank Certificate of Deposit No. 338517719 Subtotal PERSONAL PROPERTY AND VEHICLES: 1. 2002 Buick Subtotal ADDITIONAL RECEIPTS: 1. Veteran's Affairs Contribution 2. PA State Camp Patriotic Order Sons of America Contribution 3. HMA-Physicians Management Refund 4. Tax Refund -Commonwealth of Pennsylvania Subtotal $ 2,238.85 10,245.85 10,276.28 10,276.28 10,276.28 $43,313.54 $ 8,000.00 $ 8,000.00 $ 100.00 75.00 57.75 245.92 ~ 4 /tS.b / 3 GAINS AND LOSSES ON SALES AND OTHER DISPOSITIONS: None Total Principal of Estate before Adjustments DISBURSEMENTS OF PRINCIPAL DEBTS OF DECEDENT: 1. West Shore EMS $ 50.00 2. Carlisle Regional Medical Center 150.00 3. Carlisle Regional Medical Center 185.00 Subtotal $ 385.00 FUNERAL EXPENSES: 1. Hollinger Funeral Home and Crematory, Inc. $ 385.00 Subtotal $ 385.00 ADMINISTRATIVE EXPENSES AND COSTS: 1. Attorney's fees to Griffie & Associates $2,750.00 2. Probate fees 326.00 3. Advertising-Cumberland Law Journal 75.00 4. The Sentinel 150.64 Subtotal $3,301.64 $51,792.21 4 TAXES: Pennsylvania Inheritance Tax $2,118.17 Subtotal $2,118.17 Total Disbursement of Principal $6,189.81 PRIOR DISTRIBUTION OF SPECIAL BE UESTS None NET ASSETS/PROCEEDS AVAILABLE FOR DISTRIBUTION TOTAL $45,602.40 PROPOSED DISTRIBUTIONS TO TESTAMENTARY BENEFICIARIES AFTER ACCOUNT CONFIRMATION Linda L. Horn, Daughter $45,602.40 Total Share of Distribution 100% TOTAL PROPOSED DISTRIBUTION OF $45,602.40 PRINCIPAL AND INCOME: Linda L. Horn, Executrix of the Estate of Frederick L. Harrison, Sr., deceased, hereby declares under oath that she has fully and faithfully discharged the duties of her office; that the foregoing First and Final Account and Schedule of Distribution 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 Es to have been p id. 1Mr10aAt MK IOI~EY ! Mai ~~- ~~ 7,ind L. Horn, Executrix C~Ipfon i1~pk~M Jon i, 101= Sworn and subscribed before me, This J~`~21ay of /-~ Sri , 2008 5 I hereby certify that written notice of the filing of this Account, and of the date, time and place when the same will be presented to the Court for confirmation and of the last day to file written objections to said Account, has been given to every unpaid claimant and to every other person known to the accountant to have or claim an interest in the estate as creditor, beneficiary, heir, or next of kin. 6