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HomeMy WebLinkAbout06-26-08~~ IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PA. ORPHANS' COURT DIVISION FILE NO: 21-07-1161 FIRST AND FINAL ACCOUNT OF Charlotte H. Griffiths, Executrix For ESTATE OF CHARLOTTE Y. OFFLEY Keith O. Brenneman Snelbaker & Brenneman, P.C. 44 West Main Street Mechanicsburg, PA 17055 Phone #: 717-697-8528 Supreme Court I.D. No: 47077 ,~... v ~_ _, - ~~~ pus .=~ ~__ _~ Quo _ -_., ~_~ "Z'• , _; ; 1-~ ~~ LAW OFFICES SNELBAKER ~C BRENNEMAN, P.C. Social Security #: Tax I D #: Date of Death: Date of Incapacity, if any: Date of Executrix Appointment: Date of First Complete Advertisement: Accounting for the period: 208-42-2656 61-6340343 December 18,2007 None December 26, 2007 January 7, 2008 December 18, 2007 to June 24, 2008 ~09.I~~~o~' ~~~~1~ , Purpose of Account: Chariotte H. Griffiths, Executrix, offers this Account to acquaint interested parties with the transactions that have occurred during her Administration. It is important that the Account be carefully examined. Requests for additional information, questions or objections can be discussed with: Page 1 LAW OFFICES SNELBAKER SC BRENNEMAN. P.C. SUMMARY OF ACCOUNT PRINCIPAL Receipts Net Gain on Safes or Disposition Less Disbursements Debts of Decedent Funeral Expenses Administration Expenses Family Exemption Federal, State & Local Taxes Fees and Commissions Balance before Distributions Distributions to Beneficiaries Principal Balance on Hand For Information: Investments Made Changes in Holdings INCOME Receipts Less Disbursements Balance before Distributions Distributions to Beneficiaries Income Balance on Hand PAGE COMBINED BALANCE ON HAND 3 $48,777.50 3 0.00 $48,777.50 3 $ 919.24 3 11,155.69 3 2,104.62 4 0.00 4 1,379.27 4 3,000.00 18,558.82 $30,218.68 4 0.00 $30,218.68 4 5 5 $0.00 5 0.00 0.00 5 0.00 $0.00 $ 30,218.68 Page 2 PRINCIPAL RECEIPTS Assets Listed on Inventory filed February 12, 2008 and June 3, 2008 per copies attached (Valued as of Date of Death) ADJUSTMENTS TO INVENTORY NONE SUBSEQUENT RECEIPTS 6/24(2008 United States Treasury, 2008 Economic Stimulus payment TOTAL PRINCIPAL RECEIPTS PRINCIPAL GAINS OR LOSSES ON SALES OR OTHER DISPOS{T{ONS NONE DISBURSEMENTS OF PRINCIPAL LAW OFFICES SNELBAKER FjC BRENNEMAN, P.G. DEBTS OF DECEDENT 1/14/2008 West Shore EMS, ambulance service 1/18!2008 Verizon, phone service FUNERAL EXPENSES 12/27/2008 Malpezzi Funeral Home, Inc 6/24/2008 Hogg Memorial, foot stone for cemetery ADMINISTRATION EXPENSES GAIN LOSS $48,177.50 0.00 600.00 $48,777.50 0.00 0.00 906.13 13.11 $ 919.24 $ 10,660.69 495.00 $ 11,155.69 12!31/2007 Sovereign Bank, check printing fee $ 19.85 2/8/2008 Register of Wills, filing fee for Inventory and Inheritance 30.00 Tax Return 2/18/2008 Register of Wills, additional probate fee 30.00 4/17/2008 H&R Block, preparation of Final Individual Tax Returns 112.00 6/3/2008 Register of Wills, filing fee for Supplemental Inventory 30.00 and Inheritance Tax Return "`~*~ To be paid subsequent to the confirmation of the First and Fin al Account *'"""` Snelbaker & Brenneman, P.C., costs advanced a. Register of Wills, probate fee 120.00 382.77 b. The Sentinel, advertise Grant of Letters 182.56 c. Cumberland Law Journal, advertise Grant 75.00 of Letters d. Certified mail costs 5.21 '`*""` Reserve for filing fees, accountant fees and other 1,500.00 miscellaneous costs associated with the administration of the Decedent's estate $ 2,104.62 Page 3 FAMILY EXEMPTION NONE 0.00 FEDERAL, STATE & LOCAL TAXES 2/8/2008 Register of Wills, Agent, PA Inheritance Tax $ 1,316.37 6/3/2008 Register of Wills, Agent, Supplemental Inheritance Tax 62.90 $ 1,379.27 ' FEES AND COMMISSIONS 4/8/2008 Snelbaker & Brenneman, P.C., attorney fees $ 3,000.00 $ 3,000.00 TOTAL DISBURSEMENTS OF PRINCIPAL $ 4,379.27 DISTRIBUTIONS OF PRINCIPAL TO BENEFICIARIES NONE PRINCIPAL BALANCE ON HAND 0.00 CURRENT FIDUCIARY VALUE 6!24/08 ACQUISITION or as noted VALU E Cash and household goods $ 32,101.45 $ 48,177.50 '`"* Less expenses to be paid subsequent (1,882.77) to confirmation of First and Final Account as listed on page three of Accounting TOTAL PRINCIPAL BALANCE ON HAND $ 30,218.68 $ 48,177.50 INFORMATION SCHEDULES PRINCIPAL INVESTMENTS MADE NONE LAW OFFICES SNELBAKER SC BRENNEMAN, P.C:. Page 4 CHANGES IN PRINCIPAL HOLDINGS NONE RECEIPTS OF INCOME NONE DISBURSEMENTS OF INCOME NONE DISBURSEMENTS OF INCOME TO BENEFICIARIES LAW OFFICES SNELBAKER SC BRENNEMAN, P.G. NONE UNPAID CREDITORS: NONE 0.00 0.00 0.00 Page 5 ** PERSONS INTERESTED IN DISTRIBUTION OF ESTATE: 1. Edward P. Offley 21200 South Lakeview Drive Panama City Beach, FL 32413 2. Willoughby N. Offley, Jr. 17-1744 Kingsway Vancouver, British Columbia Canada V5N256 3. Charlotte H. Griffiths 105 South Walnut Street Mechanicsburg, PA 17055 4. John B. Offley Virginia Peninsula Regional Jail 9320 Merimac Trail Williamsburg, VA 23185-8784 LAW OFFICES SNELBAKER Sc BRENNEMAN, P.C. Page 6 PROPOSED DISTRIBUTION TO BENEFICIARIES Charlotte H. Griffiths, Executrix and Accountant herein, proposes to distribute the balance of the Estate of Charlotte Y. Offley Deceased, to wit: $ 30,218.68 in accordance with the Last Will and Testament of said Decedent as follows: 1. Edward P. Offley 1/4 of residue as perArticle V of Will 7,554.67 Cash 7, 554.67 2. Willoughby N. Offley, Jr. 1/4 of residue as perArticle V of Will 7,554.67 Cash 7.554.67 3. Charlotte H. Griffiths 1i4 of residue as perArticle V of Will 7,554.67 Cash 6, 984.67 Household goods retained In-Kind 570.00 4. John B. Offley 1/4 of residue as perArticle V of Will 7,554.67 Cash 7,554.67 TOTAL DISTRIBUTION: 30,218.68 LAW OFFICES SNELBAKER & BRENNEMAN, F.C. Page 7 VERIFICATION CHARLOTTE H. GRIFFITHS, Executrix under the Last Will and Testament of CHARLOTTE Y. OFFLEY, Deceased hereby dec{ares under oath that she is fully and faithfully discharged the duties of her office; that the foregoing First and Filial Account is true and correct and fully discloses all significant transactions occurring during the accounting period; that alf known claims against the Estate have been paid in full; to her knowledge, there are no claims outstanding against the Estate; that all taxes presently due from the Estate have been paid; and that the grant of Letters Testamentary and the first complete advertisement thereof occurred more than four months before the filing of the foregoing First and Final Account. This statement is made subject to penalties of 18 pa. C.S.A. Section 4904 relating to unsworn falsification to authorities. Charlotte H. Griffiths, Exec i Dated: .Jlt~lcC_ 24 2Gsd ~ Subscribed and sworn to by CHARLOTTE H. GRIFFITHS before me this 2 ~ ~ day of TK.K.4 , 200 N ar Pu lic COMMONWEALTH OF PENNSYLVANIA Notarial Seal Susan L Matrazi, Notary PuNic Mechanicsburg Soro, Cumberfanci County My Commission Expires Nov. 24, 2011 Member, PennwP~~ania .association of Notaries i.Aw o~icEs SNELBAKER SC BRENNEMAN. P.C. Page 8 DECEDENT'S ESTATE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA ORPHANS' COURT DIVISION ESTATE OF CHARLOTTE Y. OFFLEY ,DECEASED` _~ =`' __~ ___ --, - ~~ (__ No. 21-07-1161 - - -v ; --; ~`:; _, - - _-, - ,~ PETITION FOR ADJUDICATION / ~~ r J STATEMENT OF PROPOSED DISTRIBUTION ~ -- PURSUANT TO Pa. O.C. Rule 69 ~`' 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 &-19 inclusive; and any instrument pertinent to the adjudication. INCL UDE ATTACHMENTS AT THE BACK OF THIS FORM. Name of Counsel: Keith O. Brenneman Supreme Court LD. No.: 47077 Name of Law Firm: Snelbaker & Brenneman P.C. Address: 44 West Main Street, Mechanicsburg, PA 17055 Telephone: 717-697-8528 Fax: 717-697-7681 Form OC-01 rev. 10,13.06 Page 1 of 10 Estate of CHARLOTTE Y. OFFLEY ,Deceased 1. Name(s) and address(es) of Petitioner(s): Name: Charlotte H. Griffiths Address: 105 South Walnut Street Mechanicsburg, PA 17055 Identify any executors or administrators who have not joined in the Petition for Adjudication and Statement of Proposed Distribution and state reason: N/A 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 December 18, 2007 Letters Testamentary or Letters of Administration were granted to Petitioner(s) on December 26.2007 Date of Will (rf applicable): February 24, 2006 Date(s) of Codicil(s) (fapplicable): N/A Date of probate (if different from date Letters granted): December 26, 2007 Was a bond required? ~I'es ~ 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 -January 7, 14, 21, 2008 Cumberland Law Journal -January 11, 18, 25, 2008 Form oc-o~ rev. 10.13.06 Page 2 of 10 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 weel{ly 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: January 11, January 18, and January 25, 2008 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. ~~ ' r ,~,~ ~ -- L' a Marie Coyn ,Editor SWORN TO AND SUBSCRIBED before me this 25 day of January, 2008 Offley, Charlotte Y. a/k/a Char- lotte Young Offley, deed. Late of the Township of Hamp- den. Executrix: Charlotte H. Griffiths, 108 South Walnut Street, Me- chanicsburg, PA 17055. Attorneys: Keith O. Brenneman, Esquire, Snelbaker & Brenneman, P. C., 44 W. Main Street, P.O. Box 318, Mechanicsburg, PA 17055. ~r Notary .~~e~ NOTARIAL SEAL DEBORAH A COLLINS Nofary Puf~lic CARLISLE BORp, CUMBERLAtJD COUNTY My Commission Expires Apr 28, 2010 PROOF OF PUBLICATION State of Pennsylvania, County of Cumberland Troy Whitesel, 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) January 07, 14, 21, 2008 COPY OF NOTICE OF PUBLICATION EXECUTRIX NOTI Letters Testamentary on the Estate oYCHARLOTTE Y. OFFLEY, also known as CHARLOTTE YOUNG. OFFLEY,.late ofi he Tawnsh~P an aahaveebeen granted to the finders gned Y All Estate w I make paymehtimmediately~andthose~d having claims will present them for ettlement to: Charlotte H. Griffiths 108 South Waln PA 17055 Mechanicsburg, tCeith O. Brenneman, Esquire Snelbaker & Brenneman, P. C. 44 West Main Street P. O. Box 318 Mechanicsburg,PA 17055. Attorneys for s=xecutrix Notary P lic My commission expires: 7~~~ COMMONWEALTH OF PENNSYLVANIA Notarial Seal Christina L. Wrflfe, Notary Public Carlisle Bono, Cumberland County My Commission Expires Sept 1,2008 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. ,,,_,.~...a...~. . ~~ Sworn to and subscribed before me this j 22nd. day of Tanuary, 2008. Member, Pennsylvania Association Of Notaries Estate of CHARLOTTE Y. OFFLEY 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? ............. DYes ~ No (See Section 2201 et sue. 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 ~ 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 Farm oc-o~ red. ro.i3.o6 Page 3 of 10 Estate of CHARLOTTE Y. OFFLEY Deceased 8. 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. List all parties (charitable and non-charitable) of whom Petitioner(s) haslhave 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: Form OC-01 rev. !0.13.06 Page 4 Of 1 ~ A. State each party's relationship to the decedent and the nature of each party's interest(s): Estate of CHARLOTTE Y. OFFLEY 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. NIA Form oc-oi rev. io.13.06 Page 5 of 10 Estate of CHARLOTTE Y. OFFLEY ,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 Clarm Admitted? Be Pard /n Full? None 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: FormOC-Ol rev. /0./3.06 Page 6 of 10 Estate of CHARLOTTE Y. OFFLEY 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 February 12, 2008 June 3, 2008 1,316.37 62.90 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: N/A 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. Form OC-01 rev. 10.13.06 Page 7 of 10 Estate of CHARLOTTE Y. OFFLEY 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: 1' ~ ~ ~' Pureose: Filing fees, accountant fees and other miscellaneous costs associated with the administration of the Decedent's estate. 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-Ol rev. 10.13.06 Page 8 of 10 Estate of CHARLOTTE Y. OFFLEY 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) Amount/Proportion See page seven of accounting B. Principal: Proposed Drstrzbutee(s) AmoundProportion See page seven of accounting Submitted By: (All petitioners must sign. Add additional lines if necessary): ~. Name of Petitioner: Charlotte H. Griffiths Name of Petitioner: Form OG01 rev. 10.13.06 Page 9 of 10 Estate of CHARLOTTE Y. OFFLEY Verification of Petitioner (Verification must be by at least one petitioner.) Deceased The undersigned hereby verifies * [that he/she she is title Executrix of the above-named name of corporation Estate of Charlotte Y. Offley and] that the facts set forth in the foregoing Petition for Adjudication /Statement of Proposed Distribution which are within the personal knowledge of the Petitioner are true, and as to facts based on the information of others, the Petitioner, after diligent inquiry, believes them to be true; and that any false statements herein are made subject to the penalties of 18 Pa. C.S. § 4904 (relating to unsworn falsification to authorities). ~ ~ ~ ignature of etit~oner * Corporate petitioners must complete bracketed information. Certification of Counsel The undersigned counsel hereby certifies that the foregoing Petition for Adjudication/ Statement of Proposed Distribution is a true and accurate reproduction of the form Petition authorized by the Supreme Court, and that no changes to the form have been made beyond the responses herein. Signature of Counsel for Petitioner ~orr»oc-o~ rev. ~0.~3.06 Page 10 of 10