HomeMy WebLinkAbout03-04-09
IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY
PENNSYLVANIA
ORPHANS' COURT DIVISION
Estate of Jenrette L. Fink, No.
Deceased
Petition for Settlement of Small Estate
Pursuant to section 3102 of the Probate, Estates and Fiduciaries Code, the undersigned
petitioner respectfully represents that:
1. The name and address of the petitioner is:
Wilbur Fink
823 Flintlock Ridge Road
Mechanicsburg, Pa 17055
j 2. The relationship of the petitioners to the decedent is: Husband
Ii
3. The decedent died on: September 19, 2002
4. The decedent was domiciled at time of death in Cumberland Count -
~ Pennsylvania, with a last family or principal residence at: ~~ A -
823 Flintlock Ridge Road ~~ ~, f t ti _"
Mechanicsburg, Pa 17055 ~~~ {ti--, ,.._.,
~ 5. The decedent's social security number is: 160-28-5684 ~~ ~ ;'° ~~•'
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6. The death certificate is attached hereto.
~ 7. The decedent died:
X (a) intestate
^ (b) testate
If the decedent died testate:
^ (i) the will has been probated, and a copy is attached hereto.
Letters have been issued to:
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L'
^ (ii) the will has not been probated and the original will is
attached hereto. [Ifnot attached, explain.) The personal
representative(s) named therein is (are):
8. The name(s), relationship(s), and interest(s) of all parties beneficially interested in
i the estate are:
Sui Juris
Name Relationship Interest es or no
j Wilbur Fink Husband Yes
Kevin Fink Son Yes
Jill I. Hoover Daughter Yes
Keith Fink Son Yes
9. A spouse's elective share: N/A
X (a) has not been claimed
^ (b) has been claimed. [Give details.)
~' 10. If the decedent died testate, the decedent:
^ (a) was not married or divorced after the date of execution of the will
~ ~ ^ (b) was married or divorced after the date of execution of the will.
II [Give details.)
11. If the decedent died testate, the decedent:
^ (a) did not have a child or children born or adopted after the date of
execution of the will
^ (b) had a child or children born or adopted after the date of the
execution of the will. [Give the name and date of birth or adoption
of each such child.)
2
Y
Name Date of Birth or Adoption
12. The decedent died owning property (exclusive of real properly and property
payable under section 3101 of the Probate, Estates and Fiduciaries Code) of a gross
i value not exceeding $25,000, which is itemized below. [Include account numbers and
'~ I registration numbers, etc. If a bequest is deemed, explain.)
~ Item Amount
1.75 shares, John Hancock ,Securities now Manulifes $4,824.75
13. An itemized statement of all claims against the estate is set forth below:
~ (a) The following person(s) claim(s) the family exemption under section 3121
of the Probate, Estates and Fiduciaries Code by virtue of being a member
of the same household as the decedent:
Amount of
Name Relationshiu Items Claimed
Wilbur Fink Husband $3500.00
Total $3,500.00
(b) The following person(s) claim(s) reimbursement for debts, expenses, and
other claims (including inheritance tax, if applicable) they have paid with
their own funds:
Claiming Date of
Cilbur Fink
Nature of
Debt or
10/06/2002 Myers Funeral
Home, Inc.
Funeral $1039.75
Total
(c) The following claims remain unpaid:
Claimant Nature of Claim
3
$1039.75
Amount
Y
Jane M. Alexander, Esquire
Jane M. Alexander, Esquire
Filing fee to settle estate
Proff. ServiceRendered
Total
$30.00
$255.00
$285.00
14. X (a) All claims are undisputed.
^ (b) The following claims are disputed: [Give details)
15. The petitioner has paid or will cause to be paid all Pennsylvania inheritance tax
due on all property to be awazded under this petition.
16. All parties beneficially interested in the estate, other than the petitioner, including
all holders of claims that aze denied, or in the case of an insolvent estate, all holders of
claims who will not be paid in full, have: N/A
X (a) signed the joinder in this petition which is hereto attached; or
^ (b) been mailed at lease ten (10) days written notice of the date, time,
and place of the Orphans' Court audit session at which the petition
will be ruled upon by the Court, a copy of which notice is attached
hereto.
17. Your petitioner proposes:
(a) that the family exemption, if any, be paid or satisfied as follows:
Stocks be sold and proceeds be paid to Wilbur Fink (Husband) $3500.00
(b) that the following claims be paid: [Refer to section 3392 of the Probate,
Estates and Fiduciaries Code to establish priority among claims, if
necessary.)
Claimant
~~ Wilbur Fink
Wilbur Fink
~ Jane M. Alexander
Nature of Claim
Family Exemption
Partial Reimbursement
of payment of funeral bill
Reimbursement of fees and prof.
Services.
Total
Amount
$3500.00
$3,723.00
$285.00
$4,824.75
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(c) the balance, if any, be distributed as follows:
Item
No balance remaining
Total
Amount
$0.0
Wilbur Fink, Petitioner
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r ~
ane M. Alexand , Attorne or Petitioner ~'
Supreme Court I.D. No.: 07355
148 S. Baltimore Street
P. O. Box 421
Dillsburg, PA 17019-0421
(717) 432-4514
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Verification
The undersigned petitioners hereby verifies, subject to the penalties of 18 Pa. C.S.A.
§4904 (relating to unsworn falsification to authorities), that the facts set forth in the
foregoing petition which aze within his knowledge aze true, and, as to the facts based on
information received, after diligent inquiry, he believes them to be true.
Date: _ ~ ~ ..... ~ ~p~ ~ /t • 2 /~~
Wilbur Fink, Petitioner
Joinder
I/We, the undersigned, being parties other than the petitioner beneficially interested in the
estate of the foregoing decedent, do hereby certify that I/we have read the foregoing
petition and join ' the prayer thereof.
T/' - . ~
Fink
Hoover
i _-_
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