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HomeMy WebLinkAbout07-15-08 DECEDENT'S ESTATE COURT OF COMMON PLEAS OF Cumberland COUNTY, PENNSYLVANIA ORPHANS' COURT DIVISION ESTATE OF Miriam E. Hoover ,DECEASED No. 21-07-0487 n n.a ==7 ~.;::a J } i""I :~ -' iJ ~ : r-~ ~ ~ i.r C7 :: it ~ ~-^ '~ --= =J ~ ..ti.,,,_,F PETITION FOR ADJUDICATION / --~ " ;,~ . STATEMENT OF PROPOSED DISTRIBUTION `-1~ ~~ c '~ ~ ' r-~~ PURSUANT TO Pa. O.C. Rule 6.9 _ ~ ~=' '~' ` ~ ' ` ~._i , ~ _ :-= ~ -~' ca ~, . s' ~e ..~ .-,i i ~~ 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. INCL UDE ATTACHMENTS AT THE BACK OF THIS FORM. Name of Counsel: Robert G. Frey, Esquire Supreme Court I.D. No.: 46397 Name of Law Firm: Frey & Tiley Address: 5 South Hanover Street, Carlisle, Pennsylvania 17013 Telephone: 717-243-5 83 8 Fax: 717-243-5838 Form OC-01 rev. 10.13.06 Page 1 of 10 Estate of Miriam E. Hoover 1. Name(s) and address(es) of Petitioner(s): Deceased IVame.• M & T Bank, Executor Address: One West High Street Carlisle, Pennsylvania 17013 Identify any executors or administrators who have not joined in the Petition for Adjudication and Statement of Proposed Distribution and state reason: Is this the first accounting by this fiduciary? ..................... m Yes ^ No If not, identify prior accountings, the accounting periods covered, and the date of adjudication of the prior accounting. 2. Decedent died on Apri120, 2007 m Letters Testamentary or ^ Letters of Administration were granted to Petitioner(s) on Date of Will (if applicable): May 23, 2003 Date(s) of Codicil(s) (f applicable): None Date of probate (if different from date Letters granted): May 16, 2007 Was a bond required? ^Yes m 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: May 28, June 4, 8, 11, &15 Form OC-O/ rev. /0.!3.06 Page 2 of 10 Estate of Miriam E. Hoover Deceased 3. Was decedent survived by a spouse? ............................. ^Yes m No If yes, name of the surviving spouse: 4. Has the surviving spouse filed to take an elective share? ............. ^Yes m No (See Section 2201 et s,~c. 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): None -Never Married 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 m 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? .............................. m Yes ^ No Form OC-O! rev. !0./3.06 Page 3 of 10 Estate of Miriam E. Hoover 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. 9. List all parties (charitable and non-charitable) of whom Petitioner(s) has/have 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: A. State each party's relationship to the decedent and the nature of each party's interest(s): Name and Address of Each Party in Interest Carlisle Area Health & Charitable Entity 100% Wellness Foundation 274 Wilson Street Carlisle, PA 17013 Form OC-Ol rev. 10.13.06 Page 4 of 10 Estate of Miriam E. Hoover 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. None 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. N/A Form oc-or rev. 10./3.06 Page 5 of 10 Estate of Miriam E. Hoover 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 ojEach Claimant Amount ojClaim Claim Will Claim Admitted? Be Paid In 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 mNo Family exemption claimant's name and relationship: Name: Relationship: Form oc-ol rev. !0.13.06 Page 6 of 10 Estate of Miriam E. Hoover 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 /nterest 0.00 .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 m 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-ol rev. !0./.3.06 Page 7 of 10 Estate of Miriam E. Hoover Deceased 16. Had the decedent been adjudicated an incapacitated person? .......... ~ Yes m 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. B. Has notice of the additional receipts and disbursements been given to the parties identified in Paragraph 9 above? ............. ^ Yes m No 18. If a reserve is requested, state amount and purpose. Amount: 1'~~~'~~ Purpose: Estimated Filing & Closing Fees 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 m No If so, attach a copy of the notice. 19. Is the Court being asked to direct the filing of a Schedule of Distribution? .......................... mYes ^No As to real estate only? ........................................ Yes m No Form OC-0/ rev. 10.13.06 Page 8 of 10 Estate of Miriam E. Hoover 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 Carlisle Area Health & Wellness Foundation 100% B. Principal: Proposed Distributee(s) Amount/Proportion Carlisle Area Health & Wellness Foundation 100% Submitted By: (All petitioners must sign. Add additional lines if necessary): Na a of Petition : M T Bank, Executor Name of Petitioner: Form oc-oi rev. 10./3.06 Page 9 of 10 Estate of Miriam E. Hoover Deceased Verification of Petitioner (Verification must be by at least one petitioner.) The undersigned hereby verifies * [that hersne he is rare Vice President of the above-named name ojcorporation M & T Bank 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). /G~+~ Signature of Petit' ner * 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. J ` Signature of Counsel for Petitione Form OC-Ol rev. !0./3.06 Page 10 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 u1 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, viz: June 8, June 15 and June 22, 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. ~-~-- xoover. Miriam E., decd. Li Marie Coyne, ditor Late of Dickinson Township. Executor: Manufacturers & Trad- ers Trust Company, 1 W. High SWORN TO AND SUBSCRIBED before me this street, P.o. sox 220, Carlisle, 22 day of June, 2007 PA 17013. Attorneys: Robert G. Frey, Es- quire, Frey & Tiley, 5 South ~~ ~ ' Hanover Street, Carlisle, PA 17013. Notary NOTARIAL SEAL ~E80RAH A COLLINS Notary PubBc CARLISLE BORO, CUMBERLAND COUNTY ~ C~misulon Explrea Apr 2a, Y010 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 13th, 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) Ma~28, Tune 04, 11, 2007 COPY OF NOTICE OF PUBLICATION EXECUTOR NOTICE `Letters Testamentary on the Estate of MIRIAM E. HOOVER, late of gickirisdn Township, Cumberland County, Pennsylvania; deceased; have been granted to the undersigned. .All persons knowing themselves to be indebted to the said Estate will make payment immediately, and those ,having claims will present them for settlement to: Manufacturers & Traders Trust Company, t West High Street P:O. Box 220 Carlisle, PA 17013 Attorney: Robert G. Frey, Esquire 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 12~, day of Tune, 2007. Notary Pub My commission expires: `7 /~ /~ COMMONWEALTH OF PENNSYLVANIA Notarial Seal Christina L. Wolfe, Notary Public Carlisle Born, Cumberland Cotmly My Commission Expires Sept 1,2008 Member, Pennsylvania Association Of Notaries