Loading...
HomeMy WebLinkAbout10-23-09 IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA ORPHAN'S COURT DIVISION N O. 21-07-0101 FIRST AND FINAL ACCOUNT OF MICHAEL E. O'BRIEN, EXECUTOR FOR ESTATE OF LILLIAN C. O'BRIEN LATE OF WEST PENNSBORO TOWNSHIP Date of Death: January 20, 2007 Letters Testamentary Granted: February 1, 2007 Advertising Grant of Letters: Patriot News: 02/09/07, 2/16/07, 2/23/07 Cumberland Law Journal: 02/09/07, 2/15/07, 2/23/07 Accounting Filed: ACCOUNT FINAL AS OF: ~~ ~-_-,,~ -~~ ~ -j ~~ ~ v C`7 .~ ~. r- t...r.`~ C'V { ~~T~ _. -.. _.. .._ 'iA T~ ... `~, y ~ ~ry 1.d' / ~~ l.,,i ~ . , --~. r, ~ ,=^-y c _. ~ ..i ~~ !-_ ~ "~ ~'1 :' ~ - ..~ t. .., 4,_... T LAW OFFICES OF STEPHEN J. NOGG 19 S. HANOVER STREET SUITE 101 CARLISLE, PA 17013 IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA ORPHAN'S COURT DIVISION N O. 21-07-0101 ESTATE OF LILLIAN C. O'BRIEN Purpose of the Account: Michael E. O'Brien, Executor of this Estate files this Accounting to acquaint interested parties with the transactions that have occurred during his execution. The Account also indicates the proposed distribution of the estate. It is important for the Account to be carefully examined. Requests for additional information or questions or objections can be discussed with the undersigned Attorney for the Estate. Stephen J. Hogg, Esquire 19 S. Hanover Street, Suite 101 Carlisle, PA 17013 (717) 245-2698 Attorney for Estate LAW OFFICES OF STEPHEN J. HOGG 19 S. HANOVER STREET SUITE 101 CARLISLE, PA 17013 RECEIPTS OF PRINCIPAL CASH Auction Proceeds from Sale of Personal Property $ 5,612.40 Cash from Christmas Gifts $ 325.00 Estate Checking Acct. #303172 2007 I nterest $ 33.48 Subtotal $ 5,970.88 REFUNDS Vet Live $ 28.72 Gerber Life $ 16.81 Peoples Life $ 28.62 Comcast $ .63 State Farm $ 31.84 Property Tax $ 500.00 County Tax $ 84.09 School Tax $ 1,086.25 Subtotal $ 1,776.96 JOINTLY OWNED PROPERTY All accounts listed here are jointly owned by Decedent, Michael O'Brien, son and Leilani Brandt, daughter Members 1St Federal Credit Union Checking Account # 49432-11 DOD Value $416.36 $ 137.78 Members 1St Federal Credit Union Savings Account # 49432-00 DOD Value $779.94 $ 259.98 Members 1St Federal Credit Union Interest on Savings # 43432-00 DOD Value $1.11 $ .37 S u btota I $ 398.13 LAW OFFICES OF STEPHEN J. HOGG 19 S. HANOVER STREET SUITE 101 CARLISLE, PA 17013 SAVINGS BONDS U.S. Savings Bond 1598318366EE $ 28.74 Subtotal $ 28.74 REAL ESTATE $142,000.00 Subtotal $142,000.00 TOTAL GROSS ASSETS $ 150,174.71 LAW OFFICES OF STEPHEN J. HOGG 19 S. HANOVER STREET SUITE 101 CARLISLE, PA 17013 DISBURSEMENTS OF PRINCIPAL LAW OFFICES OF STEPHEN J. HOGG 19 S. HANOVER STREET SUITE 101 CARLISLE, PA 17013 DEBTS OF DECIDENT Commission from Sale of Real Estate $ 8,520.00 240 McAllister Church Road Secured Land Transfers -Processing $ 10.00 Secured Land Transfers -Overnight Mail $ 25.00 Realty Transfer Tax $ 1,420.00 2007/2008 School Taxes $ 1,290.80 Seller Paid Buyer Closing Costs $ 4,000.00 Members 1St Federal Credit Union Mortgage Loan Acct #449432-02 Monthly pmts. of $524.00/mo. from Feb. 07 -Aug. 07 $ 3,668.00 Members 1St Federal Credit Union Loan Acct #449432-02 Mortgage Loan Balance Payoff $54,469.89 Barrett Real Estate Appraisal $ 325.00 Settlement Transaction Fee $ 195.00 Secured Land Transfers -Deed Preparation $ 75.00 Notary Fee at Settlement $ 10.00 Real Estate Taxes $ 243.58 Peoples Life Insurance Company Premiums for January and February 2007 $ 28.62 Estate Checking Account # 303172 -Check Fee $ 10.95 PP&L Electric bills -January 2007 -Sept. 2007 $ 1,315.44 Embarq Phone -January 2007 -May 2007 $ 138.59 Pinnacle Health $ 25.00 Walnut Bottom Radiology $ 50.00 Tuckey Mechanical Service $ 297.14 Outdoor World dues and advertising $ 501.00 State Farm Insurance $ 272.46 Tory Rockwell -Lawn Maintenance $ 210.00 Tractor Supply Co. -Water Softener Salt $ 21.12 Jeff Sanderson Contractor -Home Repairs $ 1,681.00 Discover - $ 14,791.70 Bank of America $ 1,455.88 Sears $ 316.27 American Express $ 9,550.94 Fashion Bug $ 215.32 Bon Ton $ 1,459.38 K-Mart $ 367.44 Wells Fargo $ 1,292.00 HFC $10,342.00 Lowes $ 326.41 Wal-Mart $ 882.86 Subtotal Debts $1 19,803.79 LAW OFFICES OF STEPHEN J. HOGG 19 S. HANOVER STREET SUITE 101 CARLISLE, PA 17013 ADMINISTRATIVE EXPENSES Hetrick Cremation Services $ 1,032.96 Personal Representative's Commission $ 7,508.74 Attorney fees $ 3,500.00 Probate fees $ 302.00 2 LAW OFFICES OF STEPHEN J. HOGG 19 S. HANOVER STREET SUITE 101 CARLISLE, PA 17013 Advertisement: Cumberland Law Journal Carlisle Sentinel Inheritance Tax Return Filing Fee Final Accounting Filing Fee Supplemental Return Filing Fee Subtotal Admin Expenses Inheritance Tax Paid TOTAL EXPENSES AND DISBURSEMENTS TOTAL GROSS ASSETS LESS EXPENSES AND DISBURSEMENTS NET ESTATE AMOUNT FOR DISBURSEMENT $ 75.00 $ 129.77 $ 30.00 $ 180.00 $ 15.00 $12,773.47 $ 791.89 $ 133,369.15 $ 150,174.71 $ 133,369.15 $ 16,805.56 3 CONSENT TO DISTRIBUTION I, the undersigned party in interest in the Estate of Lillian C. O'Brien, aver I have received and read a copy of the attached First and Final Accounting with a proposed final distribution schedule. I understand the proposed distribution and have no objection thereto. P ~ ~ ~ ~~ Date: - ~ ?`I~ Z©o~j RI HARD A. O'BRIEN CONSENT TO DISTRIBUTION I, the undersigned party in interest in the Estate of Lillian C. O'Brien, aver I have received and read a copy of the attached First and Final Accounting with a proposed final distribution schedule. I understand the proposed distribution and have no objection thereto. Date: 0'1 ~2S ~ DC ~- .c~~~C~ L. ILBERT CONSENT TO DISTRIBUTION I, the undersigned party in interest in the Estate of Lillian C. O'Brien, aver I have received and read a copy of the attached First and Final Accounting with a proposed final distribution schedule. I understand the proposed distribution and have no objection thereto. Date: v1~~?3 09 ~~~..-._- ~,Y~.....,.~L.~- LEILANI J. B DT CONSENT TO DISTRIBUTION I, the undersigned party in interest in the Estate of Lillian C. O'Brien, aver I have received and read a copy of the attached First and Final Accounting with a proposed final distribution schedule. I understand the proposed distribution and have no objection thereto. ~r ~/~` Date: .~- Z~ -n ~ ICHAEL E. O'BRIEN VERIFICATION LAW OFFICES OF STEPHEN J. HOGG 19 S. HANOVER STREET SUITE 101 CARLISLE, PA 17013 I, Michael E. O'Brien, do hereby verify that I am the Petitioner herein, and that the facts set forth in the aforegoing First and Final Accounting are true to the best of my knowledge, information and belief, upon information supplied. I understand that false statements herein are subject to the penalties of 18 Pa. C.S.A. §4904, relating to unsworn falsifications to authorities. ~: z -o ~ ~ ~~ ~3 ~ Date. ICHAEL E. O'BRIEN Sworn to or affirmed nd subscribed to before me by witnesses, this ~- day of -- ~ , 2009. My Commission Expires: ~`~ ~` ~q Notary Public PdOT~4rfAL SEAL ,; ~~.~~A~ ,f. ~~LLER, 1~9o~tary P~~`~. ~~ ~ ~tl 8oro, Cur~befilar-rf Cc~~;~j~~~s~ ~ ELK@8 `u. C~r~A H~1 ~~LLER~ fVatAry t~ ~et1~A(~ CC~,,~,¢~, • 19, WILL OF LILLIAN C. O'BRIEN I, Lillian C. O'Brien, of Carlisle, Cumberland County, Pennsylvania, declare this to be my last Will and hereby revoke all prior Wills and Codicils. 1. I direct that all my just debts, funeral expenses, gravemarker and administrative expenses shall be paid from my residuary estate as soon as practicable after my death. 2. I direct that all inheritance, estate, transfer, succession and death taxes of any kind whatsoever which may be payable by reason of my death shall be paid out of my residuary estate. 3. I direct that my entire estate be distributed as follows: A. I leave everything to be divided equally between my children, Michael E. O'Brien, Leilani Brandt, Jody Gilbert and Richard A. O'Brien. Should any of my children predecease me, their share shall go to their heirs. 4. I appoint Michael E. O'Brien as Executor of this my last Will. If he should predecease me or cease to act in such capacity, I appoint Leilani Brandt as alternate. 5. The Executor of this Will shall have the power to distribute my estate in kind or in cash, or partly in either. 6. I direct that no Executor acting under this Will shall be required to enter bond in any jurisdiction. IN WITNESS HEREO ~, I have hereunto set my,hand this ~ ~~ day ~~~i~ ~ 2002. of T `'Lillian C. O'E3rien lAW OFFICES OF TEPHEN J. HOGG 9 S. HANOVER STREET SUITE 101 CARLISLE, PA 17013 The preceding instrument consisting of this and one other page was on the day and date hereof signed, published and declared by Lillian C. O'Brien, as and for her last Will in the presence of us, who at her request, in her presence and in the presence of each other have subscribed our names as witnesses hereto. LAW OFFICES OF TEPHEN J. HOGG 9 S. NANOVER STREET SUITE 101 CARLISLE, PA 17013 / t.A WITNESS ~ ., .ksu.. - ~_:- t .~.~~_ ~: ITNESS ACKNOWLEDGMENT ^ LAW OFFICES OF EPHEN J. HOGG S. HANOVER STREET SUITE 101 CARLISLE, PA 17013 State of Pennsylvania County of Cumberland ss I, Lillian C. O'Brien, the testatrix, whose name is signed to the attached or foregoing instrument, having been duly qualified according to law, do hereby acknowledge that I signed and executed the instrument as my last Will; that I signed it willingly and as my free and voluntary act for the purposes~therein expressed. ~, ~. , ILLIAN C. O'BRIEN Sworn tc~ or affirmed and acknowledge fore me LILLIAN C. O'BRIEN, the testatrix, this ~ day of , 2002. . NOTARIAL. sEAL. STEPHEN J. HONG. NOTARY PUBLIC ,,~'"~~' r / CARLISLE 8080. CUMBERLAND CO., PA / ~ % ` MY CoMMls91t)N EXPIRES SEPTEMBER ^. uos N ot~ry Public/Atto rn State of Pennsylvania County of Cumberland AFFIDAVIT ss ..~~ We, r~ ~N 1`! ~.. )jc~~~ nd IS4 ~ ~~ ~y ,the witnesses whose Dames are si n-~d to the attached or fore of 9 g ng instrument, being duly qualified according to law, do depose and say that we were present and saw the testatrix sign and execute the instrument as her last Will; that the testatrix signed willingly and executed it as her free and voluntary act for the purposes therein expressed; that eacf•~ subscribing witness in the hearing and sight of the testatrix signed the Will as a witness; and that to the best of our knowledge the testatrix was at that time 18 or more years of age, of sou d mind and under no constraint or undue influence. Sworn to or affirmed and subs ribed to efore me by witnesses, this day of t 20 • ~ / 1~ . • -~' --~ %'~// ~ '~ ~Nar,-AaL sEAL `~'"~~"~` Noto ry Public/Attor y S1E,Pl~IEN J. HOOD, NOTARY PUlbl_ fC ~' ~ OARL.MLt BORO, CUMBERLAND CU.. NA ~ 1A" ~'f'+"Mk'•R!!'~N SXPIR/r ~E~'tMYSR s. REGISTER OF WILLS CUMBERLAND County, Pennsylvania CERTIFICATE OF GRANT OF LETTERS No . 2007- 00101 PA No . 2 ~ - 07- 0101 Estate Of : LILLIAN C O'BRIEN (First, Middle, Last) Late Of : WEST PENNSBORO TOWNSHIP CUMBERLAND COUNTY Deceased Social Security No: 182-22-7360 WHEREAS, on the 1st day of February 2007 an instrument dated November 19th 2002 was admitted to probate as the last will of L lL L lA N C O 'BRIEN (First, Middle, Last) late of WEST PENNSBORO TOWNSH/P, CUMBERLAND County, who died on the 2 0th day of January 2 0 07 and, WHEREAS, a true copy of the wi 11 as probated i s annexed hereto . THEREFORE, I, GLENDA EARNER STRASBAUGH Register of Wills in and for CUMBERLAND County, in the Commonwealth of Pennsylvania, hereby certify that I have this day granted Letters TESTAMENTARY to: MI CHEA L E O 'BRIEN who has duly qualified as EXECUTOR(R/X) and has agreed to administer the estate according to law, all of which fully appears of record in my office at CUMBERLAND COUNTY COUf3T HOUSE, CA RL lSL E, PENNS YL VA NlA . IN TESTIMONY WHEREOF, I have hereunto set my hand and affixed the seal of my office on the 1st day of February 2007. f ~. Reglst r o 1iVils Deput y * *NOTE* * ALL NAMES ABOVE APPEAR (FIRST, MIDDLE, LAST) 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 lava', 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 designatled 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: February 9, February 16 and February 23, 2007 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. ~~ `~ ~~ M L' a Marie Coyn ,Editor SWORN TO AND SUBSCRIBED before me this ' 23 day of February , 2007 O Brien, Lillian C., decd. Late of Carlisle. Executor: Michael E. O'Brien, . 4600 Warrington Avenue, Me- chanicsburg, PA 17055. Attorney: Stephen J. Hogg, Es- ,~~:~~~ quire, 19 S. Hanover Street, Suite '~ _~ '~ ~ ' rti~ ~~ 1`'~l.a i 'l+~il~~L.. ti.+ 101, Carlisle, PA 17013. f'+~ ~ ,' ~~:7ftj, ~~~.i(ly~?E'.i'i:ili~~it7Lltl~lf il, r~l y~'~~iYat! '..~~ a~~1 ~~{M1~'r,, ~J'~(~7411 ~! ~~~•J :~ e, PROOF OF PUBLICATION State of Pennsylvania, County of Cumberland Tammy Shoemaker, Classified Advertisin Manager , of The Sentinel, of the County and State aforesaid, being duly sworn, depQSes and says that THE SENTINEL, a newspaper of general circulation in the Borough of Carlisle, County and State aforesaid, was established December 13th, 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) _FebruarY 09,16, 23, 2007 COPY OF NOTICE OF PUBLICATION NOTICE OF ADMINISTRATION Letters of Administration on the Estate of LILLIAN C. O'BRIEN, late of Cumberland County, Carlisle, PA, deceased, have been granted to the undersigned. All persons knowing themselves to be indebted to said Estate will make payment immediately, and those having claims will present them for settlement to: Michael E. O'Brien -Executor 4600 Warrington Avenue Mechanicsburg, PA 17055 Or to: Stephen J. Hogg, Esquire 19 South Hanover Street, Suite 101 Carlisle, PA 17013 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 28th. day of February, 2007. Nctary Publi My commission expires: % ~ ~oe I COMMONWEALTH OF PENNSYLVANIA Notarial Seal Chnslina L. Wolfe, Notary Public Cartista Born, Cumberland County My Commissio~t Expires Sept 1,2008 Member. Pennsylvania Association Of Notaries •~ COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX INHERITANCE TAX DIVISIDN STATEMENT O F AC C O U N T PO BOX 280601 HARRISBURG PA 17128-0601 REV-1607 EX AFP (12-08) DATE 09-21-2009 ESTATE OF OBRIEN LILLIAN C DATE OF DEATH 01-20-2007 FILE NUMBER 21 07-0101 COUNTY CUMBERLAND STEPHEN J NOGG ESQ ACN 101 STE 101 Amount Remitted 19 S HANOVER ST CARLISLE PA 17013 MAKE CHECK PAYABLE AND REMIT PAYMENT T0: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 NOTE: To insure proper credit to your account, submit the upper portion of this form with your tax payment. CUT ALONG THIS LINE ~- RETAIN LOWER PORTION FOR YOUR RECORDS E-- --------------------------------------------------------------------------- REV-1607 EX AFP C12-08~ *** INHERITANCE TAX STATEMENT OF ACCOUNT **e ESTATE OF OBRIEN LILLIAN C FILE N0. 21 07-0101 ACN 101 DATE 09-21-2009 THIS STATEMENT IS PROVIDED TO ADVISE OF THE CURRENT STATUS OF THE STATED ACN IN THE NAMED ESTATE. SHOWN BELOW IS A SUMMARY OF THE PRINCIPAL TAX DUE, APPLICATION OF ALL PAYMENTS, THE CURRENT BALANCE, AND, IF APPLICABLE, A PROJECTED INTEREST FIGURE. DATE OF LAST ASSESSMENT OR RECORD ADJUSTMENT: 08-11-2009 PRINCIPAL TAX DUE: PAYMENTS CTAX CREDITS: 791.88 PAYMENT DATE RECEIPT NUMBER DISCOUNT C+) INTEREST/PEN PAID C-) AMOUNT PAID 01-16-2008 CD009186 .00 680.13 04-14-2008 REFUND .00 56.29- 03-03-2009 CD010965 11.55- 179.59 08-17-2009 CD011635 15.13- 15.13 TOTAL TAX CREDIT BALANCE OF TAX DUE INTEREST AND PEN. * IF PAID AFTER THIS DATE, SEE REVERSE I TOTAL DUE SIDE FOR CALCULATION OF ADDITIONAL INTEREST. C IF TOTAL DUE IS LESS THAN ~1, NO PAYMENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. ) 791.88 .00 .00 .00 IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA ORPHAN'S COURT DIVISION NO. 21 07-0101 ESTATE OF LILLIAN C. O'BRIEN PROPOSED DISTRIBUTION OF $16,805.56 Michael E. O'Brien - 25% $ 4,201.39 Leilani J. Brandt - 25% $ 4,201.39 Jody L. Gilbert - 25% $ 4,201.39 Richard A. O'Brien - 25% $ 4,201.39 Total Estate Value $16,805.56 LAW OFFICES OF STEPHEN J. HOGG 19 S. HANOVER STREET SUITE 101 CARLISLE, PA 17013