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HomeMy WebLinkAbout08-08-08 (3)In the Matter of the Estate of Marguerite S. Crull a/k/a Marguerite P. Crull Deceased IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PA Orphans' Court Division No. a. \ ~~ 0 ~ ~,`~ Petition for Settlement of Small Estate TO THE HONORABLE, THE JUDGE OF SAID COURT: The petition of the undersigned respectfully represents: (1) The name, address and relationship of your petitioners to the above decedent: Name: Barbara J. Gilbert Address: 1400 Bent Creek Blvd., Apt. 208, Mechanicsburg, PA 17055 Relationship: Daughter of Decedent (2) The decedent died on March 13, 2008, a resident of 1000 Claremont Drive, (:arlisle, Cumberland County, Pennsylvania; (3) Said decedent died Testate. A copy of the Will is attached. (4) The names, relationships and interests of all parties beneficially interested in the estate are: a. Barbara J. Gilbert, 100%. (Lewis R. Crull, the husband of Marguerite Crull died ~ ~.,,~ o? ~~~ Judith L. Brown, the other child of Marguerite Crull, died Ju y 31, 2006) F-._l _ f,^ ~) r~~ (5) The following person is entitled to, and claims, the family exemptror~c~f $3,566.00 by virtue of being a member of the same household as the decedent: -'~' ~? 4 ~' , , -- Name: NIA ~ -~ - Relationship: ~ ~ °' O (6) Said decedent died owning property (exclusive of real estate and of wages, salary, pension or vacation benefits) of a gross value not exceeding $25,000.00, which is itemized as follows: Item Amount Sovereign Bank $ 764.22 M&T Bank $3,005.75 Three Series EE Savings Bonds (Total value): $2,553.20 (See attached) Total $ 6,323.17 (7) An itemized statement of all claims against the estate is as follows: (a) Claims heretofore paid by the following: Claimant Barbara J. Gilbert Barbara J. Gilbert The Wiley Group The Wiley Group Nature Amount Funeral $ 937.96 headstone $ 130.00 inheritance tax $ 167.68 filing fees: $ 30.00 Total $ 1,265.64 (b) Claims remaining unpaid: Claimant The Wiley Group Nature Amount Attorney Fee $1,500.00 Total $ 1,500.00 (8) The Petitioner will cause to be paid all Pennsylvania inheritance taxes due on all property to be awarded. (9) All parties beneficially interested in the estate other than the petitioner have (strike inapplicable words) a. NIA. WHEREFORE, your petitioner prays that the above property of the decedent be distributed under Section 3102 of the P-E-F Code as follows: (a) On account of the family exemption: Name: Amount: N/A (b) In reimbursement of claims against the estate heretofore paid: Name: Amount: Barbara J. Gilbert funeral & headstone 1,067.96 The Wiley Group Filing Fees 30.00 The Wiley Group Inheritance Tax 167.68 Total $ 1,265.64 (c) For payment of claims against the estate remaining unpaid: Name: Amount: The Wiley Group Attorney's Fee $1,500.00 Total $ 1,500.00 (d) In distribution in accordance with the interests in the estate: Name: Barbara 3. Gilbert: Amount: $ 3,557.53 Total: 3,557.53 0~~. vin - (,,. ~ .~-. [. Wiley, Attorney for Peti -~GJ ~- Barbara J. Gilbert, Petitioner VERIFICATION This l ~' day of - {,{ T , 2008, the foregoing petitioner hereby verifies, subject to the penalties of 1 a.C.S. 4904 (relating to unsworn falsification to authorities), that the facts set forth in the foregoing petition which are within his/her knowledge are true, and as to the facts based on information received, after diligent inquiry, he/she believes them to be true. ~ G~, ,. Petitioner LAST WILL AND TESTAMENT OF MARGUERITE P. CRULL I, MARGUERITE P. CRULL, of R. D. #6, Cerlisle, Monroe Township, Cumberland County, Pennsylvania, being of sound and disposing mind, memory, and understanding, do hereby make, publish, and declare this ' my Last Will and Testament, hereby expressly revoking all other writings in nature testamentary by me at any time heretofore made. FIRST: I direct that all my debts and funeral expenses be paid as soon after my decease as may be practicable. SECOND: I hereby give, bequeath, and devise all the rest and residue of my estate and property, real, personal and mixed, of what- soever nature and wheresoever situated, of which I may die seized or possessed or to which I may be..entitled or of which I may have the right to dispose at the time of my death, absolutely and in fee simple to my husband, Lewis R. Cruz-7-. , if he is living at the time of my death. 'THIRD: In the event that my husband is not living at the time of my death, or in the event that he and I shall die simultaneously, then I give, bequeath and devise all of my property to my two children, Barbara J. Gilbert and Judith L. Brown, in equal shares. FOURTH: I hereby appoint my husband, Lewis R. Crull, as Executor of this my Last Will and Testament, but in the event that he is unable or urn~villing to serve, I then appoint my daughter, Barbara J. Gilbert of Mounted Route, Enola, Pennsylvania, as Executrix, of this, my (SEAL) R RITE P. CRULL PAGE ONE OF TWO East Will and Testament, and I direct that they shall not be required to give bond or other security in any jurisdiction wherein proceedings may bE: held in connection with my estate. IN WITNESS WHEREOF, I have hereunto set my hand and seal this 7th day of: January, 1974. WITNESS: ~'` ~ ,,-r'--' '~ ~ (SEAL) MAR RITE P. CRULL PAGE TWO OF TWO /~~ Sovereign Bank ES'CATE OF Marguerite S Crull SOCIAL SECURITY #: 160-18-7236 DATE OF DEATH: March 13, 2008 Account #: 1684002957 Type Savings Open date: 3/5/1996 In the name of: Marguerite S Crull (Barbara J Gilbert POA) Date of Death Balance: $764.22 Int.(YTD) from 1/1/2008 to 3/13/2008 $0.00 Accrued interest to date of death: $0.91 Otherlnfo: Page 1 of 1 © ~~ ~~ 499 Mitchell Street, Millsboro, DE 19966 May 15, 2008 The Wiley Group Attorneys at Law 130 W. Church Street Suite 101 Dillsburg, PA 17019 RE: Estate of Marguerite Crull Date of Death: March 13, 2008 Social Security Number: 160-18-7236 Dear Ms. Wiley: In response to your request, please be advised that at the time of death, the above- named decedent had on deposit with this bank the following accounts. Account Type ........................... Checking Account Account Number ....................... 9841943500 Ownership (Names off .............. Marguerite Crull Opening Date .................... .. .....06 / 28 / 06 Balance on Date of Death.........$3,005.69 Accrued Interest $ 0.06 Total ....................................... $3, 005.75 The above named decedent did not have a safe deposit box. * If upon reviewing the information above, you believe there are additional accounts not referenced, please provide us with an account number and/or the name of any possible joint account holder. For any additional information on the above accounts, including ownership and any changes, closures and/or reimbursement of funds, please contact our Carlisle Pike branch at 6560 Carlisle Pike Suite 500, Mechanicsburg, PA 17050, or # 717-795-1710. Sincerely, ~ ~ J ~ ~ ° ~% Charlene Warrington, Records Management 1-888-502-4349 Calculated Value of Your Paper Savings Bond(s) Calculated Value of Your Paper Savings Bond(s) Calculator Results for Redemption Date 07/2008 Page 1 of 1 Total Price Total Value Total Interest YTD Interest $1,500 00 $2,553.20 $1,053.20 $52.40 Bands: 1-3 of 3 Serial Series Denom Issue Next Final Issue Interest Interest Value Note ~ Date Accrual Maturity Price Rate NA , EE $1,000 12/2002:08/2008:12/2032 $500.00 $106.00 2.74%: $606.00 NA EE $1,000 . 12/2002 08/2008 12/2032 $500.00 $106.00 2.74% $606.00 NA EE $1,000 0211989; 08/2008 02/2019 $500.00 $841.20 4.00% $1;341.20 Totals for 3 ~gnds $1;500.10 $1_;063,20 ' $~;5~3.~0 Notes NI Not Issued NE ;Not eligible for payment ___ __ PS 'Includes 3 month interest penalty MA :'Matured and not earnin interest httn://www_treasurvdirect_gnv/RC'/SR('Price 7/~ t /~nnR ~~ ~ .P~ _ `' 174 og 8991 ~~ j< PATRIOT BOND'? ~ ~~`~` ~'~ ~ rs~ ~ ~ ~ ~~ a ~~v~ ~ . , n` ~lS~E"~~~ ~~ LEWIS R GRULL ~~~~~ ~~ s i ir' A V y~ A ~> moo. y ~~~ T , °`~, ~"~I065 B ALLENDALE 'ROL1D ~ ~ `~~ ~7fiEGHANICSBURG ~ ~ ~ ~~~~~~~ _ :~PA 17~05~-4.4.64 ~~~ ~ti~ ~~ \ x'11/'l11 I'~1llf'I'11 ~1'If~ ~ ~ {II~III~III 11111'11III~'1~ ~,~~~~\`~~T'~~~~M - ~~~, OR MARGUERITE eRUt~'L ~~~~ i ~~°~`~ ~ ~~~~~vs~~ ~~ ~~ ~~ \~ ~ = \~, ; US, M;,2,3;1372387r 0000 063-`2147 122402 102 -~~~~~~~~`~~`~` `'mow a~~ a ~~~~~ ~~~ ~~~ .~Oz,OQ0.9000 7!.0 7 ~~` ~6~0,0764 5 2.0.0 L!N :~~~~ `~~~"~~~ ~. ~ ~ ~ ~. • / V V :1 1 Y:• 1 1 1 ~\ ~i ~ iP 1'T113~ ~ ~ 'S\\~'~ ~ ~~~`~ >-~ .~ 174 0 ~ s 991 ~ ~ ~` PATRIOT BOND ,~~~~~~~ ~, ~ M ~~ J ~ ~%LEWIS R GRULL ~ ~ ~ •L ,~ ~, I ~ ~ \~ `, \ .~ ~~~0,65 B ALLEtJ~DALE~ '_11~~ , ~ ~ ~ \ E~HANICS'BUR~ F~_ ~" ~ ~~ ~ ~' _ ~., ~. ~ - 1 T055-4464 .y ~~~\ . ,.\ ~~4~1I111111._N 1111111:1~11~1~~-~ y si j~`{I ~y y~-~.~~`~ `~`... .\ `_ •~:~~-\ S \ ~`"OR MA'RGUERITE ~eL fix. _ ~ ~ ~ ~ ~ <~~,~~~` ~~~ _ v ~RDSc M~23,~372~87, 4-0a 1~7 1 0 -~02 ~~,~`~~ ~~~, ~Y. .. .. I J 1~ ~:~ \ `w~\ ~ ~~ _ i ~ f {..'. 'd __ ~r' - ~~~ ~ if 1 y f ~ ~ ,'~~~~ ~Z~\~' `_`~ \ ~ C £ L~ ~~~~ \ :` ~~ ~ .. _,_ rW` S~.nuyrns,?„e., ~ 1.1-.~a~~Ly~`h _ a ~ ~ ~ ` ` ; i~~~~"e ~.~ ,\~~ ~~~~ ;. ,x.0000 900 +~ _.''~y`£ ~'F`~~'\~\\~ \~~.\ `~~L ,. ~. , _..~.__ 0 7 .0 7 ~;~; 50,0.764 5 2000!+' ~~~~~~..~ ~~~~\ ~~ ~~v ~, ~ ~ ~~ ~h'. ~' 174-098991 ~ i_ . ~ __I I - ,I + ~„ » -=~~,~ r,o-- _ 02 _, ! 1989 i ,r Lewis R. Crull - b.a~n!!ta a~~~s€j, - 1065 Allendale Road ; °i~lect~anicsburg-, Pa. 1705 `= L ~'guesite S. Crull - - ~~ - ~_ °~~~37ris'Drsrc,~~_- -- ~~. -- -- - -- --~ -~.:,~~,,..v~.y - - M2~95~6~8EE +:00009000 7+:0 7 ~ 00 2.79 5 76 38n• .~~~ e A - ~.abvbthod~6A4uvban~db.&•!-•+• - _ }