The URL can be used to link to this page

Home My WebLink About08-21-09Elizabeth H. Feather, Esquire Attorney I.D. # 92618 Caldwell & Kearns, P.C. 3631 North Front Street Harrisburg PA 17110-1533 (717)232-7661 (717)232-2766 Attornev for Petitioner. Jeffery S. Zinn IN RE: IN THE COURT OF COMMON PLEAS ESTATE OF MERRIAM A. BURNS CUMBERLAND COUNTY, PENNSYLVANIA ORPHANS' COURT DIVISION No. 02/ - U9 - !0 9/ PETITION TO SETTLE A SMALL ESTATE PURSUANT TO THE PROBATE, ESTATE AND FIDUCIARIES CODE, ACT OF 1972, SECTI0~13102 TO THE HONORABLE JUDGES OF THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, ORPHANS' COURT DIVISION: Petitioner, Jeffery S. Zinn, son of the deceased, and a party in interest, by his attorneys, Caldwell & Keams, P.C., respectfully represents the following matters: Petitioner, Jeffery S. Zinn ("Petitioner"), is an adult individual residing at 325 Hemlock Road, Mechanicsburg, Cumberland County, Pennsylvania, 17055. 2. Petitioner is the son of the decedent, Merriam A. Burns ("Decedent"). Decedent died intestate on March 29, 2009. Decedent's Death Certificate is attached hereto and incorporated herein as Exhibit "A". At the time of her death, Decedent was domiciled at Manor Care Health Services nursing home located at 940 Walnut Bottom Road, Cazlisle, Pennsylvania, 17013. 5. Decedent had been a resident of Manor Care Health Services nursing home in Carlisle for the past seven (7) years. N :i~ ~ ~,' 6. Decedent was divorced. ~ ~ r ' ~ ~ _? ~ ~ N r+ ri _._ ~~ ~n 7 C> ~ a..... , ,._ C)OT C~ ~ m 3 ~ -S , ~~ ~ CJI 7. In addition to Petitioner Jeffery S. Zinn, Decedent was the parent of two other children, both of whom are adults and are identified as: Ronald Weigle 22 West Hanover Street Dillsburg, PA 17019 Cherri Cribari 1028 U.S. Route 15 North Dillsburg, PA 17019 For the reason that the assets of the Estate do not amount to Twenty-Five Thousand Dollars ($25,000.00), this Estate has not been offered for administration. Petitioner is a party in interest under the provisions of Section 3102 of the P.E.F. Code in view of the fact that he is the child of Decedent and a beneficiary of Decedent's Estate. 10. Decedent did not own an interest in real estate. 11. Decedent's Estate consists of the following: a. UNUM Extended Disability Benefits final benefit totaling Eight Fyundred Thirty-Nine Dollazs and Ninety-Three Cents ($839.93); and b. UNUM Life Extended Disability Benefits survivor benefit totaling Three Thousand Seven Hundred Forty-Seven Dollazs and Seventy-Five Cents ($3,747.75). Please see Exhibit "B". 12. All of Decedent's interest in the foregoing assets does not exceed the sum of Twenty-Five Thousand Dollars ($25,000.00). 13. Claims against the Estate aze the following: a) the remaining amount owed to Cocklin Funeral Home, Inc. in the amount of One Thousand Nine-Hundred Ninety-Three Dollars and Thirty Cents ($1,993.30). 2 b) Stonemor Partners, L.P. for the opening of the grave at Cumberland Valley Memorial Gazdens and for the grave mazker in the amount of Two Thousand Seven Hundred Ninety-one Dollars ($2,791.00); and c) Caldwell & Kearns, P.C. attorney fees in the amount of One Thousand Dollazs ($1,000). Please see Exhibit "C". 14. Petitioner caused to be filed the Pennsylvania Inheritance Tax Return and no inheritance tax is due on the property to be awarded under this Petition. A copy of the Receipt from the Register is attached hereto and incorporated herein as Exhibit "D". 15. Petitioner has paid the final benefit check received from UNLJM in the amount of Eight Hundred Thirty-Nine Dollazs and Ninety-Three Cents ($839.93) to Cocklin Funeral Home, Inc. 16. Petitioner is currently holding the survivor benefit check from UNUM, which is payable to the Estate of Merriam A. Burns, in the amount of Three Thousand Seven Hundred Forty-Seven Dollars and Seventy-Five Cents ($3,747.75). 17. The remaining amount owed of One Thousand Two Hundred Eight Dollazs and Fifty-Five Cents ($1,208.45) owed to Stonemor Partners, L.P. and One Thousand Ddllars ($1,000) to Caldwell & Kearns, P.C. will be paid by Petitioner, Jeffery S. Zinn, Ronald Weigle and Cherri Cribari out of their own funds. 18. Ronald Weigle and Cherri Cribari have been provided with a copy of this Petition and have given their written consent. Copies of the Consents are attached hereto and incorporated herein as Exhibits "E" and "F" WHEREFORE, Petitioner respectfully requests that this Honorable Court enter an Order and Decree of Distribution authorizing the transfer of the UNLJM survival benefit check in the amount of Three Thousand Seven Hundred Forty-Seven Dollars and Seventy-Five Cents ($3,747.75) to Petitioner, Jeffery S. Zinn, then distribution of the cash as follows: 1. One Thousand Nine Hundred Ninety-Three Dollars and Thirty Cents ($1,993.30) to Cocklin Funeral Home, Inc.; and 2. One Thousand Five Hundred Eighty-Two Dollars and Forty-Five Cents ($1,582.45) to Stonemor Partners, L.P Respectfully submitted, CALDWEI/LL & KEARNS, P.C. Date: $ ~~ 6 By: ~ ~. ~' Eliz eth H. Bather, Esquire Attorney LD. #92618 3631 North Front Street 09204-001/149564 Harrisburg, PA 17110 (717)232-7661 Attomey for Petitioner, Jeffrey S. Zinn' VERIFICATION The undersigned hereby verifies that the facts set forth in the foregoing doculment are true and correct to the best of his knowledge, information and belief and further states that false statements herein aze made subject to the penalties of 18 Pa.C.S § 4904 relating to upsworn falsification to authorities. C Dated: ' .~' By: +ios Ros arv /ovor LOCAL REGISTRAR'S CERTIFICATION OF DEATH WARNING: It is illegal to duplicate this copy by photostat or photograph. ~ Fee for this certificate, $6.00 P 15291228 Certification Number !I q3 i This, is to certify [hat the information here given is correctly copied from an original Certificate of Death duly filed with mess Local Registraz.Theoriginal certificate will be forwarded to the State Vital Records Office for permanent filing. MAR 3 01ppg marl/ / -~ ~~~~~~~ Date IssuOd " ~/, ~~ CCYaNONVIEALM OF PlNRRVLVAMY • ORPARTNlNT aR NEALTM • VITAL RrGO/I0a ~" ~ ~Ptc~re oc~oeAnnt ---• wl.xae„®, ,.....rr px.,,A,~w,,wL ar are w.Yrr .. r,ew wW Mrr1a~ A. RYtne Paine l62 - J6 - 8676 NarcA 29 2009( Lgpu s•fA uMel urx a arA. x. ,err -we." , w• ... Y.. 62 n. OttoWr 29, 19a6 Cerll ale, !A r,,," a/ not r+ f.o..yeor Yale,.. r.Ye.e, anasr.I~e~rrLa.rr."L.t Lra,r"lexareoYe r r Y. rr.R„erw rwr Cuoberland S. itiddleton a'Y'f'~pr 71+p. Tb nor Cnre Realch Services vrr wfArr 1 M , Vhitf 1. baYM1.1,,,, / ,.1 w6~1 ILMbOYx Y14M xrnlewle4,1 4 ~f 11 ~ WwML ,4,le.L..l V.awlnN ~x wY,aM.IMeY..a„1 I fMLMM lOla I eel/ G v A alt Olr w 12 IY Divot d xwerW.er~Pr,l A/r, r.4aM o"rn. 9A0 Nalavt Bat con Road ,".roes,. mar Pennaylvanle W, "°iv,^'L ~x~~y~~"w". S, Niddlaton '[up. Car lla le, !A 1701] ,YOr Cunherland r'w indIysrr[urer NlWiI ~ e.rwnr..fa.YRr.M nrrr• nww/w.Ir+n1.w.. Lather G ZSnn r's'L . Ruth 6. 9hnffet slw.e.awlgr.rwl n.Yrre,lxwrrararrMraMan hr. JffE 5 Zinn . 325 Aaalotk Roed tpthanitabut PA A W '17033 UU IY~,eMY w"r xe.Y,lee~W,41M Ma,reaaMarel.e,p,r,f4xrrrM lflr O YY /eghRrt Yf,re~:r/~ x r.On tLreh 3l 2009 Holiin fr Crenaeor Mt.A'11 S r1n e PA 17063 s r wY.,w wlr.xrr so,.r/wrrYy Cneklin lfaftal tlor Inc. ! , PO-012973-L 30 N. Chfatnut Sttfet, >jillabur t4 MI,L„!rar,y,.lfatiLra,.r.CnrWITYe, w1Y1 ~ rl !A V019 ! NLLM,Yfrl 1[-lYrwb - ! r+ y teVleaY\Iy1M ~ I 72 L re'r'r°' ~ 19 2009 _~L nr ' xiw,orLrr.arerrr/ r, +r.~.r.Ywi'~°rrr,e Og`jD A Z owrr .o.r.rt 7/(LKCh/ 9 ZDOJ e [JM ter Yon Ml dl"wMw/e!-rRMM.1rY.-w ~"e!""~Y AerrlYr~ Mllrer~taeaeaYlr•,efnyxp n r~'rla,Ye.ae0lfrreeM W., MYSU.I , IerlbhMWMU/ •M..'.4 .re,Y W„•.sl Y orYM rrf e,feMAl~Meq~rLMl ar,t fl,auyrw,...Lw x, Ol,np T/r "s,T ,R i~s ' . ^w 18f~ . ,rew y ~f {'....Q ~ ~ l vyQ.. n {9S ~ . _ _ Mo. .,w,r,4 w ~ YAlgrl,/Ir rr~. n.ae•.. " ~r A~eeerlr yy s .. we.. rr~;u.,eenfLe.s11., L Q ~ a1M n'.A/ ilw ~A~ AYw.Y WG„eMMIr.h IM aLwrreHer.. nerrT/!Al,rbeeAe ~ = "fr10W LJJF.L QeIL. ~n~ ~ww-4niF MM pr ^'Y QR - ^YM" QMeeneA,r YLlrllwl i.lMl"1„Y i/Iwl.r.x/,Ia/at1 - nlle,be +I LM QAY. QC,NYYWi,1 QM, pr ^arlgreeOw.e. pr.Y„ a . aerrwrr~e • «/~+lerArrreAfsrer.rr.Lq,rrpwr rrrsrrq ~ ~ . ~ ~e.rfr,rrlwww~ytr.~.r~_____ •0 ______ ~r.+lrrMV/erA-L•r/.~grr.rle~..rwy rrar.Vr.4+r.rw.wrwr.w~r.ewer.~,/gr..n,wreL._________________l7 •wra.r.lae.. sV° t 00 s'- ~ 3 w . Yrre,e.rmarr/."++lwq.n.M+.'rrwrarr w.rMLLrwww~Mlrr..w Q ,. 1 OtO _ ° anrrr..rwrwerwerrrlrq /w ariwer ss>_1 D• MLAMG. DO IYOOr Care, Valaot ldtta Catllalf, lA. 170 3 orr.. r... Y. 0316670 IJ (N~St-a, x~Q,. A~ IN RE: ESTATE OF MERRIAM A. BURNS IN THE COURT OF COMMON PLEAS CUMBERLAND COUNTY, PENNSYLVANIA ORPHANS' COURT DIVISION NO. REAL ESTATE PERSONAL PROPERTY ALL VALUES AS OF MARCH 29, 2009 DATE OF DEATH INVENTORY None UNUM Extended Disability Benefits- $839.93 Final Benefit UNUM Extended Disability Benefits- Survivor Benefit $3.747.75 TOTAL $4,587.68 ~ RE: IN THE COURT OF COMMON PLEAS ESTATE OF MERRIAM A. BURNS CUMBERLAND COUNTY, PENNSYLVANIA ORPHANS' COURT DIVISION NO. ADMINISTRATIVE EXPENSES 1. Cocklin Funeral Home $3,005.2 2. Stonemor Partners L.P.-opening of grave and grave marker $2,791.0 3. Caldwell & Kearns, P.C. -attorney fees $1 000.0 TOTAL $6,796.2 RECEIPT FOR PAYMENT GLENDA FARNER STRASBAUGH Cumberland County - Register Of Wills One Courthouse Square Carlisle, PA 17013 BURNS MERRIAM A Estate File No.: Paid By Remarks: Fee/Tax Description INH TAX RETURN Check# 52949 Total Received......... Receipt Date: 7/27/2009 Receipt Time: 12:53:47 Receipt No.: 1057638 Recei t Distribution '~ ~P ~ ------------------------ Payment Amount Payee Name 15.00 CUMBERLAND COUNTY GENERAL FUN $15.00 ', $15.00 ii i II 2009-00691 CALDWELL & KEARNS CJ CONSENT I, RONALD WEIGLE, acknowledge that I have received and reviewed a copy of the "Petition to Settle a Small Estate Pursuant to the Probate, Estate and Fiduciaries' Code, Act of 1972, Section 3102", and attached "Order and Decree of Distribution" which is proposed to be filed with the Office of Register of Wills of Dauphin County, and I do consent to and concur in the entirety of the contents of said Petition and to the proposed form of Decree of Distribution. ~'-3`~~ onal ei 1 EXHIBIT .. CONSENT I, CHERRI CRIBARI, acknowledge that I have received and reviewed a copy of the "Petition to Settle a Small Estate Pursuant to the Probate, Estate and Fiduciaries' Code, Act of 1972, Section 3102", and attached "Order and Decree of Distribution" which is proposed to be filed with the Office of Register of Wills of Dauphin County, and I do consent to and concur in the entirety of the contents of said Petition and to the proposed form of Order and Decree. Chem Cribari