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HomeMy WebLinkAbout06-20-08IN RE: ESTATE OF DORIS L. ZEGER ORPHANS' COURT DIVISION LATE O]F' THE WEST PENNSBORO 'T'OWNSHIP :COURT Oh COMMON PLEAS CUMBERLAND COUNTY PENNSYLVANIA r~s PA NO. 21-07-0818 n NO. 2007-00818 ~ _n,--, c_ ~~~~' n ~= ~_ ~; rv ', PETITION FOR SETTLEMENT OF A SMALL ESTATE ,,_ ~:? ° ~' ~~~ ~ `, PURSUANT TO 20 Pa.C.S.A. SECTION 3102 _,~ Ldp . c, TO: THE; HONORABLE JUDGES OF SAID COUR"T: y~ n> The Petition of Deborah A. Edmondson respectfully represents that: 1. Doris L. Leger died on June 18, 2007, a resident of the West Pennsboro Township, Cumberland County, Pennsylvania. 2. Petitioner, whose address is SOS Ilickory Road, Carlisle, Pennsylvania, 1701 ~. is the daughter of the Decedent. 3. The Executor named in Decedent's Last Will and "hestament dated Apri] 1 1, 2002, was John I~. L;dmondson, the Decedent's grandson and the Petitioner's son. 4. "I'he said John F. Edmondson renounced his right to serve as Executor of this estate in favor of Petitioner. 5. Petitioner is Decedent's only child and Decedent died a single woman. 6. A Certificate of Grant of Letters Testamentary was issued to Petitioner by the Register of Wills of Cumberland County Pennsylvania, on September 25, 2007. 7. Decedent's sole named heirs in her Last Will and 'T'estament dated September 25, 200'7, are John F. Edmondson, Decedent's grandson, and I3randy Redcay (now Gress), Decedent's granddaughter. 8. At the time of Decedent's death, the only assets of which she was seized was Two burial spaces at Parktown $147.50 Personal property $80.00 Security Plus Rider with $1,186.25 Parklawn Memorial Garden 50% of checking account $7,751.27 No. 19744676 with M&"t Bank Total Assets $9,165.02 9. The aforesaid M&T checking 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. 10. Petitioner has paid from the limited estate assets and her separate funds t:he following debts: (a) Probate fees paid and anticipated $ 118.00 (b) Attorney's fees to Griffie and Associates $ 1500.00 (c) Funeral Expenses to Thomas L. Geisel Funeral $5,449.50 I-Tome (d) Reception/Wake costs $1,05 8.94 (e) Estate Notice ad to the Sentinel $ 150.00 (~ Estate Notice ad to Cumberland Law Journal $ 75.00 (g) Lutheran Social Services $ 335.86 (h) Green Ridge Village $3,203.18 (i) 2007 Tax preparation to accountant $ 179.00 TOTAL $12,069.48 l 1. As such, Petitioner has paid all known estate debts and expenses by her personal contribution to the estate. 12. 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. 13. There are no additional claimants or creditors of whom the Petitioner has knowledge who have not received full compensation. 14. A;s this is an insolvent estate, a Pennsylvania Inheritance Tax Return has been filed but no tax was due. 15. A<.~ the Notice of Inheritance Tax Appraisement, Allowance of Disallowance of De;ductions 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. 16. Subsequent to the filing of the Inheritance Tax Return, the additional sum of $6;T4.00 was recovered by the estate as Decedent's 2007 personal income tax refiznd. 17. The; additional proceeds recovered did not affect the insolvency of the estate. 18. Petiitioner has previously provided a copy of this Petition to the heirs named in Decedent's Last Will and Testament and advised them that this Petition would be filed with the Court of Common Pleas of Cumberland County, Orphans' Court Division, on June 2, 2008, as evidenced by correspondence, acopy of which is attached hereto an incorporated herein by reference as Exhibit "B". 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. Respec~:ul~y submitted, ,~ --- _ __ L. rif f e, Esquire torney or Petitioner 200 N rth Hanover Street ~'arlisle, 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. DAZE: /`~ }?`~~1~ `~ ~ /~C~'~~~ ~~ ~'h,~~s~ DEBORAH A. EDMONDSON COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE NOTICE OF INHERITANCE TAX BUREAU OF INDIVIDUAL TAXES APPRAISEMENT, ALLOWANCE OR DISALLOWANCE INHERITANCE TAX DIVISION OF DEDUCTIONS AND ASSESSMENT OF TAX PO BOX 289601 HARRISBURG PA 17128-060Il REV-1547 EX AFP (06-05) DATE 04-28-2008 ESTATE OF ZEGER DORIS L DATE OF DEATH 06-18-2007 FILE NUMBER 21 07-D818 COUNTY CUMBERLAND BRADLEY L GRIFFIE ACN 101 GRIFFIE ~ ASSOCIATES APPEAL DATE: 06-27-2008 200 N HANDVER ST (See reverse side underObjectians) CARLISLE PA 17013 Amount Remitted MAKE CHECK PAYABLE AND REMIT PAYMENT T0: REGISTER DF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 CUT ALONG THIS L'.INE "-~ RETAIN LOWER PORTION FOR YOUR RECORDS t--~ REV-1547 EX AFP IC03-05~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF ZEGER DORIS L FILE N0. 21 07-0818 ACN 101 DATE 04-28-2008 TAX RETURN WAS: C X) ACCEPTED AS FILED C ) CHANGED RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OiF RETURN BASED ON: ORIGINAL RETURN 1. Real Estate (:Schedule A) C1) .00 2. Stocks and Bonds (Schedule B) [2) .00 3. Closely Held Stock/Partnership Interest (Schedule C) C3) .00 4. Mortgages/Notes Receivable (Schedule D) C4) .00 5. Cash/Bank Deposits/Misc. Personal Property [Schedule E) C5) 1.266.25 6. Jointly Owned Property (Schedule F) [6) 7,751.27 7. Transfers (Schedule G) C7) .00 8. Total Assets (8) NOTE: To insure proper credit to your account, submit the upper portion of this form with your tax payment. 9,017.52 APPROVED DEDUCTIONS AND EXEMPTIONS: 8,352.08 9. Funeral ExpensesJAdm. Costs/Misc. Expenses [Schedule H) C9) lO. Debts/Mortg=_ge Liabilities/Lsens (Schedule I) C10) 3:539 .04 11. Total Deductions C11) 11 .891.19 12. Net Value of Tax Return [12) 2,873.60- 13. Charitable/'Governmental Bequests; Non-elected 9113 Trus ts (Schedu le J) C13) .00 14. Net Value of Estate Subject to Tax C14) 2,873.60- NOTE: If an assessment was issued previously, lines 14, 15 and/or lb, 17, 18 and 19 will reflect figures that include the total of ALL returns assessed to date. ASSESSMENT OF TAX: 15. Amount of Line 14 at Spousal rate C15) • 00 X 00 = . OD 16. Amount of Line 14 taxable at Lineal/Class A rate C16) .0 D X 045 = .00 17. Amount of Line 14 at Sibling rate C17) • 00 X 12 = . 00 18. Amount of Line 14 taxable at CollaterallClass B rate C18) •D 0 X 15 = .0 0 19. Principal Tax I)ue riv rornYrc.. C19)= .00 PAYMENT DATE RECEIPT NUMBER DISCOUNT C+) INTEREST/PEN PAID C-) AMOUNT PAID Exhibit "A" TOTAL TAX CREDIT .00 BALANCE DF TAX DUE .00 INTEREST AND PEN. .00 TOTAL DUE .00 ~ IF PAID AFTER DATE INDICATED, SEE REVERSE ( IF TOTAL DUE IS LESS THAN 61, NO PAYMENT IS REQUIRED. FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YDU MAY BE DUE I V C3. R.I,~~I~ & .~LSSOCI.~~~S Attorneys and Counselors at Lave Bradley L. Griffie, Esg~uire Hannah Herman-Snyder, Esquire Robin J. Bassett Office Manager Reply to: Carlisle Brandy L. Gress 3769 Monroe Drive Chambersbuxg, PA 17201 John F. Edmondson 96 Monroe Drive Chambers burg, PA 17201 RE.: Estate of Doris L. Zeger Dear Ms. (Dress and Mr. Edmondson: May 14, 2008 200 North Hanover Street Carlisle, PA 17013 (717)243-5551 100 Lincoln Way East, Suite D Chambcrsbm•g, PA 17201 (717) 2G7-1350 (800)347-5552 rax(717)243-5063 Enclosed herein please find a copy of a Petition for Settlement of a Small Estate that I will lbe filing on behalf of the Estate of Doris L. Zeger on June 2, 2008. As noted, this is an insolvent estate and there are no .funds to disburse pursuant to the terms of the Will. In fact, the Executrix, Ms. Edmundson, contributed her own funds in order to pay outstanding; debt of the Estate: Should you have any questions whatsoever regarding this matter, I urge you to consider consulting your prior counsel or other counsel and having them alert me of your objections or concerns as regards to filing the Petition with the Orphan's Court Division of the Court of Common Pleas of Cumberland County. As lvlx. Edmundson had consulted with Mr. Sponseller some tune ago and as Ms. Gress had consulted with Attorney Rahauser at some point, I am providing those attorneys with copies of this correspondence and copies of this Petition. Your attention is appreciated. BLG/klp Cc: Tim S. Sponseller, Esquire David W. Rahauser, Esquire Debbie Edmondson Very truly yours, Bradley L. Griffie Exhibit "B"