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HomeMy WebLinkAbout05-15-09~, \°115~G•b1 ~ I1o803~.2~ In re: IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA Estate of Bertha M. Greenwood, ORPAHN'S COURT DIVISION late of the Borough of Carlisle No. 2008-00580 Cumberland County, Pa., deceased PA No. 21-08-0580 DATE OF DEATH: May 14, 2008 LETTERS GRANTED: May 29, 2008 FIRST COMPLETE ADVERTISEMENT June 12, 2008 OF GRANT OF LETTERS DISTRIBUTION OF ESTATE IS INCLUDED IN ACCOUNTING DISTRIBUTION AMOUNT IS $168,031.26 GROSS VALUE OF ESTATE IS $191,579.67 ACCOUNTING FOR THE PERIOD May 29, 2008 through May ~ 2009 Purpose of the Account: Norman C. Miller, Executor, offers this accounting to acquaint interested parties with the transactions that have occurred during her administration. The Account also indicates the proposed distribution of the Estate. It is important that the Account be carefully examined. Requests for additional information, questions or objections can be discussed with: Bradley L. Griffie, Esquire Attorney for Petitioner 200 North Hanover Street Carlisle, PA 17013 (717)243-5551 (800)347-5552 n c 0 ~ _ __ ~ T ~ i'T'' ~~ ~~ ChJ ~,~ GJl ~ ~ \ _ j i~ -~ _a] _ .. ?.~ --~ N CO D RECEIPTS OF PRINCIPAL REAL ESTATE: 1. 933 North Pitt Street Carlisle, PA 17013 Subtotal CASH AND BANK DEPOSITS: 1. M&T Bank Checking Account No. 9838898105 2. Cash Subtotal PERSONAL PROPERTY AND VEHICLES: 1. Personal Property (Auction) Subtotal ADDITIONAL RECEIPTS• 1. Health Insurance Refund (AARP) 2. Tax Preparation credit at real estate settlement 3. U.S. Treasury (Stimulus check) Subtotal $ 38.00 $ 808.95 $ 300.00 $ 1,146.95 GAINS AND LOSSES ON SALES AND OTHER DISPOSITIONS: LOSSES/COSTS: None GAINS: None Total Principal of Estate with all adjustments $102,000.00 $102,000.00 $88,024.22 $ 21.00 $ 88,045.22 $ 387.50 $ 387.50 $191,579.67 3 DISBURSEMENTS OF PRINCIPAL DEBTS OF_ DECEDENT: 1. PPL Electric Utility $ 13.87 2. Kinetic Imaging (Medical) $ 33.33 3. Spring Road Family Practice $ 94.56 4. CV Neprology Associates, Inc. (Medical) $ 116.80 5. Millinium Pharmacy Systems (Prescriptions) $ 18.00 6. Borough of Carlisle (Water and Sewer) $ 62.25 7. Carlisle HMA Physicians (Medical) $ 107.06 8. Masland Associates (Medical) $ 3.34 9. United Church of Christ Homes (Nursing Home) $ 15,946.30 10. Spring Road Family Practice (Medical) $ 85.31 11. Millinium Pharmacy Systems (Prescriptions) $ 14.22 12. Carlisle HMA Physicians (Medical) $ 21.41 13. Carlisle HMA Physicians (Medical) $ 110.96 14. Kinetic Imaging (Medical) $ 12.70 Subtotal $16,640.11 FUNERAL EXPENSES: 1. Iva O'Brien (Pastor Services) $ 25.00 Subtotal $25.00 ADMINISTRATION EXPENSES & COSTS: 1. Attorney's fees to Griffie and Associates $ 3,000.00 2. Probates fees $ 493.00 3. Advertising-The Cumberland Law Journal $ 75.00 4. Advertising-The Sentinel $ 150.64 5. Erie Insurance Group (Home owner's) $ 266.00 6. PPL Electric Utilities $ 16.76 7. PPL Electric Utilities $ 18.04 8. Norman Miller (Trash Removal) $ 31.94 9. Auction Costs $ 248.75 4 10. PPL Electric Utility $ 19.53 11. PPL Electric Utility $ 15.05 12. Water and Sewer $ 83.00 13.2008 Real Estate Taxes $ 945.59 14. Realty Transfer Taxes $ 1,020.00 Subtotal TAXES: Pennsylvania Inheritance Tax Subtotal Total Disbursements of Principal PRIOR IN KIND DISTRIBUTIONS: None. $ 6,383.30 $ 25,204.69 $ 25,204.69 $ 48,253.10 NET ASSETS/PROCEEDS AVAILABLE FOR DISTRIBUTION TOTAL $143,326.57 PROPOSED DISTRIBUTION TO TESTAMENTARY BENEFICIARIES AFTER ACCOUNT CONFIRMATION: Norman C. Miller $143,326.57 Interim disbursement $100.000.00 Balance Due $43,326.57 Total Share of Distribution 100% TOTAL DISTRIBUTION OF PRINCIPLE AND INCOME: $143,326.57 5 Norman C. Miller of the Estate of Bertha M. Greenwood, deceased, hereby declare under oath that he has fully and faithfully discharged the duties of his office; that the foregoing First and Final Account and Schedule of Distribution is true and correct and fully discloses all significant transactions occurring during the accounting period, that all known claims against the Estate have been paid in full, that to his knowledge, there are no claims now outstanding against the Estate; and that all taxes presently due from the Estate have been paid. Cf'Lvrt~.~, C .. Norman C. Miller, Executor Sworn d subscribed before me, This ~ay of , 2009 ., n ~~" NOMwMt ~At ~a~er a +-~t ~o~an ~ ~~ eon ~w ~. bits 6 ~q1~~1~. ~~-~~ G ~-~ ~ ~~ air -~~ DECEDENT'S ESTATE COURT OF COMMON PLEAS OF Cumberland COUNTY, PENNSYLVANIA r~ ^~ _ ~~, cr, ORPHANS' COURT DIVISION ` r o ~ - -, :- -; j -' -) Z~ r ply - __{ _~ ~~ n` _ '1 -..- - ~.._~ i,~~. I-_ ESTATE OF Bertha M. Greenwood ,DECEASED=~';-.- `~~ ~' - No. 21-08-0580 , - ~' ~'~ ' ~~ a PETITION FOR ADJUDICATION / STATEMENT OF PROPOSED DISTRIBUTION PURSUANT TO Pa. O.C. Rule 6.9 This form may be used in all cases involving the Audit of the Account of a Decedent's Estate. If space is insuff dent, 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: Bradley L. Griffie Supreme Court I.D. No.: 34349 Name of Law Firm: Griffie and Associates Address: 200 North Hanover Street, Carlisle, Pennsylvania, 17013 Telephone: 717-243-5551 Fax: 717-243-5063 Form oc-o! rev. ~o.~s.o6 Page 1 of 10 Estate of Bertha M. Greenwood Deceased 1. Name(s) and address(es) of Petitioner(s): Name: Norman C. Miller Address.• 2190 Newville Road Carlisle, PA 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? ..................... ~ Yes ~ No If not, identify prior accountings, the accounting periods covered, and the date of adjudication of the prior accounting. 2. Decedent died on May 14, 2008 0 Letters Testamentary or ^Letters of Administration were granted to Petitioner(s) on Mav 29.2008 Date of Will (f applicable): August 2, 2006 Date(s) of Codicil(s) (f applicable): None. Date of probate (f different from date Letters granted): Was a bond required? DYes ©No If yes, state amount: Are proofs of advertising of the grant of Letters attached? ......... ~ Yes 0 No Dates of advertising of the grant of Letters: Sentinel-May 29, June 5, June 12, 2008; Cumberland Law Journal June 6, 13, 20, 2008. Form OC-01 rev. 10.13.06 Page 2 of 10 Estate of Bertha M. Greenwood 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? ............. ©Yes [] No (See Section 2201 et sic. 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. 6. Did decedent marry after execution of Will or Codicil(s)? .......... . 0 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 Form OC-01 rev. 10.13.06 Page 3 of 10 Estate of Bertha M. Greenwood Deceased 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): and Norman C. Miller 2190 Newville Road Carlisle, PA 17015 Form OC-DI rev. ]0.13.06 Interest Sole beneficiary under Last Will and Testament Interest 100% Page 4 of 10 Estate of Bertha M. Greenwood None. Deceased 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 FormOC-Ot rev. 10./3.06 Page 5 of 10 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. Estate of Bertha M. Greenwood 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. None. Name and Address of Each Claimant Amount of Claim Claim Will Claim Admitted? Be Paid In Full? ©Yes Q Yes ©No ~] No ^Yes (] Yes ^No ~ No ©Yes 0 Yes ONo Q No Yes Q Yes ©No Q 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: Form OC-01 rev. 10.13.06 Page 6 of 10 Estate of Bertha M. Greenwood 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 August 13, 2008 23,944.46 100% 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: None. B. Has notice of the question requiring adjudication been given to the parties identified in Paragraph 9 above? .................. ~ Yes 0 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 Bertha M. Greenwood Deceased 16. Had the decedent been adjudicated an incapacitated person? .......... 0 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? ............. 0 Yes 0 No 18. If a reserve is requested, state amount and purpose. Amount: ~'~~ Purpose: 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 ONo As to real estate only? ........................................ ©Yes 0 No Form OC-0/ rev. 10.13.06 Page 8 of 10 Estate of Bertha M. Greenwood 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) AmoundProportion Norman C. Miller 100% B. Principal: Proposed Distributee(s) AmoundProportion Norman C. Miller 100% Submitted By: (All petitioners must sign. Add additional lines if necessary): •.~ C _ Name of Petitioner: Norman C. Miller Name of Petitioner: Form OC-O] rev. 10.13.06 Page 9 of 10 Estate of Bertha M. Greenwood Verification of Petitioner (Verification must be by at least one petitioner.) Deceased The undersigned hereby verifies * [that heishe is title of the above-named name of corporation 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). V Signature of Petitioner * 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. S e ounsel for Petitioner Form OC-0! rev. 10.13.06 Page 10 of 10 PROOF OF PUBLICATION State of Pennsylvania, County of Cumberland Erica Peterson, Classified 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 13ih,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): May 29, Tune 5,12, 2008 COPY OF NOTICE OF PUBLICATION ~ ~xEXEOUTORS~` NICE °.,~~ ;' ` ' ~`- '~ ms's,, ~~ ,Letters TestarnentAry,on the Estate,o(BERTHA M. 9GREEt~W00D, lateof the'rBoroOgfi of:.0arlisle u~ ~~. Gumberlarld County; Penrt~ylvania„deoeased;k' 'fiAve bee~ri~granted lathe undersigned,. ~ ,, <..u -. • •rlltpersons knowing'themselves to be indebted to said Estate,will makepaymentimmediately, grid hose 'having Ci~ims wdi:presenit em.for settlement to< .,; . M.p.h.,..-~- -, - - . _ ^rNorman~CrMt ler Executor w kc i^1d;~radley,La(~rrff~e`~~bquire~ .x. . GRIFFIE'&~1SSOCIATES ~b ~ '. 200 North Hanovei•:Sireet ~ Carlisle; P~"Sj7013 i ~' y z. (717) 243-5~~;j ~ ~ "~lsr Z s'ti .~: (. ~, g, .~ (800)134T--55521 b ' a 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, 2008. Notary Pu lic My commission expires: (~ `Q`Oq MOiMNMt WL •OINRACIIMIr t4alo~y I1rl11~c CAR/NIE KlROIION, pMNlI,MN~GOIMIV My ttOntntNlbn 6ipUM Jut ~. Z009 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 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 6, June 13, and June 20 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. ~ - sa Marie Coyne, Edit SW ~ TO AND SUBSCRIBED before me this 20_day of June, 2008 Greenwood, Bertha M., deed. Late of the Borough of Carlisle. Executor: Norman C. Miller c/o Bradley L. Griffie, Esquire, Griffie & Associates, 200 North Hanover Street, Carlisle, PA 17013, (717) 243-5551, (800) 347-5552. Attorneys: Bradley L. Griffie, Es- quire, Griffie & Associates. ~• Notary NOTARIAL SEAL DE80RAH A COLLINS Notary Public CARLISLE BORO, CUMBERLAND COUNTY My Commission Expires Apr 28, 2010