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Home My WebLink About08-24-09~' IN RE: IN THE COURT OF COMMON PLEAS ESTATE OF MERRIAM A. BURNS CUMBERLAND COUNTY, PENNSYLVANIA ORPHANS' COURT DIVISION NO. mil- aQU~~1- (P 9~ ORDER AND DECREE OF DISTRIBUTION AND NOW, this ?~~ day of /~k/'' , 2009, upon consideration of Petitioner, Jeffrey S. Zinn's Petition to Settle a Small Estate Pursuant to the Probate, Estate and Fiduciaries Code Act of 1972, Section 3102, in the Estate of Merriam A. Burns, it is hereby ORDERED that an Order and Decree of Distribution is entered, awarding to Petitioner the UNUM survival benefit check in the amount of Three Thousand Seven Hundred Forty-Seven Dollars and Seventy-Five Cents ($3,747.7 5), as agent of Decedent's Estate, for purposes of cashing the check, then distributing the cash as follows: ~ n 1. One Thousand Nine Hundred Ninety-Three Dollars and Thirty Cents":,o ~ ~n tiT N ($ i ,993.30) to Cocklin Funeral Home, Inc.; and , -~ ~ i--. ~,) ' c'1 2. One Thousand Five Hundred Eighty-Two Dollars and Forty-Five Cents _~ ($1,582.45) to Stonemor Partners, L.P. A certified copy of this Order and Decree of Distribution shall be sufficient evidence to the bank to complete the cashing of the check and distribution of the proceeds. BY T COURT, ~'~ J. Distribution: ~- r N ,; ', ~.. ~, ._, ~._ . _, Elizabeth H. Feather, Caldwell & Kearns, P.C., 3631 North Front Street, Harrisburg, PA 17110-1533, (717) 232-7661, (717) 232-2766 efeather@caldwellkearns.com Elizabeth 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 Attorney 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/ - U 9 - ~, q/ PETITION TO SETTLE A SMALL ESTATE PURSUANT TO THE PROBATE, ESTATE AND FIDUCIARIES CODE, ACT OF 1972, SECTION 3102 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 & Kearns, P.C., respectfully represents the following matters: 1. 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") 3. Decedent died intestate on March 29, 2009. Decedent's Death Certificate is attached hereto and incorporated herein as Exhibit "A". 4. At the time of her death, Decedent was domiciled at Manor Care Health Services nursing home located at 940 Walnut Bottom Road, Carlisle, Pennsylvania, 17013. 5. Decedent had been a resident of Manor Care Health Services nursing home in r.> Carlisle for the past seven (7) ears y . _--o ~, ' c ;=r; 6 Decedent was divorced - ~ =~_ ~? t; G~ . . =tom rn N " ~ ,~.,~ - ---.. ~.-., S -- ~ ~ --- _.:J ..~. ~ --r ~ .. .. ~ C.71 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 Cherri Cribari 22 West Hanover Street 1028 U.S. Route 15 North Dillsburg, PA 17019 Dillsburg, PA 17019 8. 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. 9. 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 Hundred Thirty-Nine Dollars and Ninety-Three Cents ($839.93); and b. UNUM Life Extended Disability Benefits survivor benefit totaling Three Thousand Seven Hundred Forty-Seven Dollars 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 are 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 Gardens and for the grave marker 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 Dollars ($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 UNUM in the amount of Eight Hundred Thirty-Nine Dollars 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 Dollars and Fifty-Five Cents ($1,208.45) owed to Stonemor Partners, L.P. and One Thousand Dollars ($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". 3 WHEREFORE, Petitioner respectfully requests that this Honorable Court enter an Order and Decree of Distribution authorizing the transfer of the UNUM 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, CALDWELL & KEARNS, P.C. Date: g a~4 6 By: C~ ~L Eliz eth H. Feather, Esquire Attorney I.D. #92618 3631 North Front Street Harrisburg, PA 17110 (717) 232-7661 Attorney for Petitioner, Jeffrey S. Zinn 09204-001/149864 4 VERIFICATION The undersigned hereby verifies that the facts set forth in the foregoing document are true and correct to the best of his knowledge, information and belief and further states that false statements herein are made subject to the penalties of 18 Pa.C.S § 4904 relating to unsworn falsification to authorities. Dated: ' .~' ~ By: EXHIBIT A LOCAL REGISTRAR'S CERTIFICATION OF DEATH WARNING: It is. illegal to duplicate this copy by photostat or photograph. Fee for this certificate. $6.00 ~ 1529122 Certification Number N ~ lu acv nraos nvElwlwrn FEnwwrrr ~~ 3 Y 3I 'I S This is to certify that the information here ~~iven is correct{y copied from an ori~~inal Certificate of Death duly filed with me as Local Re~~istrar. The original certificate will he fwrwarded to the State Vital Records Office for permanent filing. MAR 3 a 2Q09 F L ~c~ I Regist Date Issued COMMONWEALTH OF PENNSYLVANIA. DEPARTMENT Of HEALTH • VITAL RECORDS CERTIFICATE OF DEATH (Sea MslFUttbns and azamola• on rewraal 1. a..r «o®n,w R+. ww, i.F, brag z. Sr .1. Sae Saur4 Ilrle« .. Cwa d oa.w I~h dM f.M t7erria~ A. Barns Female I62 - 36 - 8676 March 29, 2009( SMI NM aw.brl ufMl UMrI 101YdlMpErh. ry, 7. r,/IaYr S HbdOnV, Cbd, err M N,N Mar MobM: OM[ 62 rn. October 29, 1946 Carlisle, PA ^~.,y,a ^p,la,ay,,, ^~ 1„~, ~la/rwr ^~, w.eoyrck.w ear. a,... n.E-do.r, nF.aw /a.e pltlltlE„Nt A+r.«.,/..st /. wr aae.ErwlEMtay,t !r rr q.Ibea EnNEw Nw~aK~Mw.a Cuaberland S. Middleton Tti+p. IE Iw. pMECrr, fArry/ Manor Care Health Services aafew.n.bnr,..w 1Thite t1. 0!ded+Uw/ «wRam .olA /bMM w,. 12. wu Ulydet lwrNN U, OSIN[, EI•tlaw ($rCM,'a/Fb{ME«pEAaipW/1 11. Mid 9Wl:Mnbd.M«M MMbq 11. 9dM•af alaa.UM,EM •/Iba+a.d i0d«laak q.edbtirlblw.E u. F. n,.~d hitw7 EkerwK/Saa~nrrl'fala Cdbp(t.aa5.1 w~~~~O~(SM'M CustofEer Service Health Care ^r ~ 12 Divorced xax.r.r.~baro.leb:~sw.K.tilr..',w.'«rm/n 940 Nalnut Botcon Road °"e°"" ~"`~"°' "E "11 Penns lvania u0°..N,°i0°'~« ~ ~ S. Tiiddletan T y 7c r.oe..w«uw/N ~-P• Carlisle, PA 17013 ,At~„a ~_ Cuaberland '~""'~ ~~a^~~wurarw pJ! Ero M. FA~h a4. ~A will. b!, aiw/ Il W!'/YNrM /bt i+Y/-, MM ErNw' Luther G. Zinn Ruth E. SheafEer a i+d...ls Ibwe Eryp„ ! F/~1 as. Ma.aaf rr./ M/I.w l9•+/t drla+a aEb. M w/•I hr. Jeff S. Zinn 325 Heatlock Road, Mechanicabur , PA L7055 mEbao/aarrar. crra. ^o,.r. :la.al.«ar.a..Wwn/Krri zl~nr.d dl/a/Yb•Mlr.«Hwby. w.~a/ry•dAa lbW IN.I/rIM IC}Earl.aMri r/el ^ a.r U Eb~.a+o+ar. i as ^ .c o..aw,i«i. i if EEbatl Er~IprwrE va^Ib March 31, 2009 Rollin er Cremator Ht.No LlySprings,PA 17065 m d +aYE.+wd~ ai.ur.rEr.a. za.rw.w~/p.,«F:Ny Cocklin Pnneral Ho>•e Inc. ~ PD-012975-L , 30 N. 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Qaw MAI t 9b ~ L 1 . 1 ^A, ^.A, ^~ ^Md,/,« ^P/Oa/wr/f/N. SE/.1MMdnMq 7b.bry1'«lwitl YMrra/MiMEMAdA 11q 1.w/M «YIaT(9wa,dalb4q anll ^YIIU [IUdI Mqb O«rM.d r ^}y, ^N ^DAwECpw/Ir ^hrwW ~/~• #~ 7k Czar W,rarM~ _ EM . • a..M.,,.Ed..,~,.~....~~..d,1.,..r....E.EE~M..E~..r.,/...,M/«.o1..E.~~, p , o . 1 w,bMMgbrrq,, /Mw.awd I,~-are.rly:w wawrr«anl_ _ _ _ _ _ _ _ -_ _ _ _ _ _ _ _ EwrsbEW~ bb M ki 4! ~ M - •------__----'- ' ( p . /rew 41 E wrAMr~4aYwsdr~,) E • ~yb'~r.~.Y~eS.,rrS.le..«w/rEw,~Mw,rEMM.~wa-w.wogd aM U.+o MrrA _________________^ ~OOf ~ts ~ ~ ~' 7~ 7Q(Q ha.b,dld.ra/ri wwlsM•.Mry.lrsb.gyb-ti~wd~.wrw/«f.E1~la Y~WMM. w/MI.N MMyywr~w.rarrwM ^ . . f _ xlb.,wl~eu.wdrrM. u-E a./.bE Oa.ar orw Mo sI MEEErr a. sa./.. / ~ (O :orEa,EM•w.nsrol D. Euiatvite, DO ~ . lfanor Care, ilalnut Ddtto= Eoad, Carlisle, PA 170 ~ o.o..a.. r.w« a.. 0326630 P ~jZ,; S ~ /,,, ~ ~ p • ~ , IN RE: IN THE COURT OF COMMON PLEAS ESTATE OF MERRIAM A. BURNS CUMBERLAND COUNTY, PENNSYLVANIA ORPHANS' COURT DIVISION NO. INVENTORY REAL ESTATE None PERSONAL PROPERTY UNUM Extended Disability Benefits- $839.93 Final Benefit UNUM Extended Disability Benefits- Survivor Benefit $3,747.75 ALL VALUES AS OF MARCH 29, 2009 DATE OF DEATH TOTAL $4,587.68 EXHIBIT C IN RE ESTATE OF MERRIAM A. BURNS IN THE COURT OF COMMON PLEAS CUMBERLAND COUNTY, PENNSYLVANIA ORPHANS' COURT DIVISION NO. ADMINISTRATIVE EXPENSES 1. Cocklin Funeral Home 2. Stonemor Partners L.P.- opening of grave and grave marker 3. Caldwell & Kearns, P.C. -attorney fees TOTAL $3,005.23 $2,791.00 $ l , 000.00 $6,796.23 RECEIPT FOR PAYMENT ------------------- ------------------- GLENDA FARNER STRASBAUGH Cumberland County - Register Of Wills One Courthouse S ware Carlisle, PA 1713 Receipt Date: Receipt Time: Receipt No.: 7/27/2009 12:53:47 1057638 BURNS MERRIAM A Estate File No.: 2009-00691 Paid By Remarks: CALDWELL & KEARNS CJ ------------------------ Receipt Distribution Fee/Tax Description Payment Amount Payee Name INH TAX RETURN 15.00 CUMBERLAND COUNTY GENERAL FUN ---------------- Check# 52949 $15.00 Total Received......... $15.00 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. ~-?~'G'~ 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. --- Cherri Cribari 4.. f, ~` ~ ~j ORPHANS' COURT DIVISION COURT OF COMMON PLEAS OF In Re: MERRIAM A. BURNS CUMBERLAND COUNTY PENNSYLVANIA NO. 21-09-0691 CERTIFICATE OF SERVICE OF ORDER ORDER DATE: 08/24/09 JUDGE'S INITIALS: TIME STAMP DATE: IN RE: ORDER AND DECREE OF DISTRIBUTION SERVICE TO: ELIZABETH H FEATHER ESO METHOD OF MAILING: ® USPS ^ RRR ^ HAND DELIVERED ^ OTHER MAILED: 08-25-09 ENVELOPES PROVIDED BY: ® PETITIONER ^ JUDGE ^ CLERK OF ORPHANS COURT SERVICE TO: METHOD OF MAILING: ^ USPS ^ RRR ^ HAND DELIVERED ^ OTHER MAILED: ENVELOPES PROVIDED BY: ^ PETITIONER ^ JUDGE ^ CLERK OF ORPHANS COURT ~~ De Cle of Orphans' Court