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HomeMy WebLinkAbout04-0526 PETITION FOR GRANT OF LETTERS OF ADMINISTRATION Estate of Terrv Jumoer 'W fl No. -2J- 01-).- 5:1(0 also known as y '-I W~PF~ To: Register of Wills for the Deceased. County of Cumberland in the Social Security No. 201-56-4481 Commonwealth of Pennsylvania The petition of the undersigned respectfully represents that: Your petitioner( s), who is/are 18 years of age or older, appl lies for letters of administration d.b.n. on the estate of (d.b.n.; pendente lite; durante absentia; durante minoritate) the above decedent. Decedent was domiciled at death in Cumberland County, Pennsylvania, with his last family or principal residence at 74 East Main Street (list street, number, Twp. or Boro.) Decedent, then 44 years of age, died 5/23/2004 -. at home Decedent at death owned property with estimated values as follows: (If domiciled in Pa.) All personal property $ 20.000.00 (If not domiciled in Pa.) Personal property in Pennsylvania $ (If not domiciled in Pa.) Personal property in County $ Value of real estate in Pennsylvania $ situated as follows: Petitioner after a proper search ha ~ ascertained that decedent left no will and was survived by the following spouse (if any) and heirs: Name Relationship Residence Heather1~mtr 524 Pine Road Dauahter Carlisle PA 17013 /11//1/0 (( 1071 Harrisburg Pike Terrv L. Jumner Jr. son Carlisle PA 17013 " ~,... d !-~ L ~'.' I .t::>- '"-----' . . ._- , ' THEREFORE, petitioner( s) respectfully request( s) the grant of letters of administration in the appropriate form to the undersigned. 1I/a-1~a- ~. 524 Pine Road ~ Carlisle PA 17013 ~ .., c..> Heather Jumper 0 c: .., ~- .., '" 0:::1::' .., -0 c: a .g ~.- ~t) ..,0... ....'- ~ 0 c: OJ) Ci'i .' OATH OF PERSONAL REPRESENTATIVE COMMONWEALTH OF PENNSYLVANIA } ss COUNTY OF Cumberland The petitioner(s) above-named swear(s) or affirm(s) that the statements in the foregoing petition are true and correct to the best of the knowledge and belief ofpetitioner(s) and that as personal representative(s) of the above decedent petitioner(s) will well and truly administer the estate according to law. { --HLa:tV a. 'fi~A71r ~ ~ ;s tl s:: .0() c'5 No. ~t.- oq ~ D~lo Estate of Terry Jumoer , Deceased GRANT OF LETTERS OF ADMINISTRATION AND NOW , in consideration of the petition on the reverse side her , satisfactory proof having been presented before me, IT IS DECREED that Heather Jumoer is/are entitled to Letters of Administration, and in accord with such fmding, Letters of Administration , are hereby granted to Heather Jumper in the estate of Terrv Jumoer FEES Stephen J.Hogg, Esquire Letters of Administration. . . . . . $ ~'). ()() 36812 Short Certificates (3 ). . . . . . $ C\.OD ATTORNEY (Sup. Ct. 1.D. No.) Renunciation. . . . . . . . . . . . $ 19 S. Hanover Street, Ste. 101 --X'_ P $ \U, DO Carlisle Pa 17013 ADDRESS l!OTAL - $ 717-245-2698 Filed .(P.-If ~~. . . . . .. A.D. Lo9. vO PHONE 'T' ,<; <"'"'' ',":\' This is to certify that the information here given is correctly copied from an original certificate of death duly fild \\ j!1 ill Local Registrar. The original certificate will be forwarded to the State Vital Records Office for permanent filing, WARNING: It is illegal to duplicate this copy by photostat or photograph. Fee for this certificate. $2.00 ",0"'''''''0,,,,;,,, Li..... ~. ~.... &.~ 'l'III'~~\.1" OF Pi;;---___ '~' Local Registrar ,15=:i . - '~i}ljt\ t~ .:. -..-. _ ~~ ~c::;) - <lA,.f- _~ \"J~:if p In'~1I1nC9 \~ -.~. ~,l MAY 25 200~ ..,,~ ~II U I.". , "" I,) "o.....-..191MENT \\~ 't-~III',II , . ",'.... I "'.,~ No. "';"""',"#/#1111'" I Date ~~ .-- ~J ~ ' c.i .~.:..- --..;- ~ " L ~. I ~ H105.144 FIov. lit 1 COMMONWEALTH OF PENNSYLVANIA. DEPARTMENT OF HEALTH. VITAL RECORDS CERTIFICATE OF DEATH ~ , IIPRtIlT (Coroner) _.r' II . . WAIIENT ..~ ICIlIll( sex '- . DArE OFDEATH_, Cloy. _, L Male .. May 23, 2004 UNDER 1 DAY BIRTHPLACE \CiIy ond ...... - ..... '" f'ac;gn CounIr>l Carlisle PA =',0 -c RACE. AmerIcan Indian, Black. Whit., lite. (Spec:;Iyj White 1.. DE DENT' USUAlOCCUPIGlON MARJTAL STATUS. MMted SURVIVING SPOUsE ~-=':~~=:r ~~'-j" (11-,O""_nome, Mechanic Automobile Repair Divorced DECEDENT'S MAlUNG ADDRESS -. CiIy/bon, _. z;p~) DECEDENT'S PA "..o""_'Nod" 74 East Main St. ACTUAl. 17.,Sta'. "" lwp. RESIDENCE - Newville PA 17241 1Soe_ ........ Ol'lotherlide) Cumberland townehlp? "d.liil::;;"~oI N......,i 11 e 17b. c:lIylbolo. MOTHER'S NAME (FII'.. Midde. Meiden SumIme) 11. Darlene M. Stine "*OR524A1pi:~~;~li;i:-PA PLACE DISPOSITIOH'NMlaol on...... .. 0III0r ..... 2004 Cumberland Valley Mem. 1. NoD OIhor__--...ong..-..... not ~ In.. undtrIyIng __ Qh'en n PART I. . Han in DUE 10(011 AS A CONSEQUENCE DF), . . I DUE 10(011 AS A CONSEQUENCE ClF)o I . . DUE 10(011 AS A CONSEQUENCE DF), I I WERE AUlOPSY FINDINGS MANNER OF DEATH ORE OF INJURY nMe OF INJURY INJURY /fI WORK? ~PllIDfl1O _. Day, '-l Aprx. ~OFCAU8E 0 o May 23, 2004 OF DEArH? -.. Hom_ ,.. ,..0 NoK ,..0 NoD - 0 Pending Investigltion 0 1:00 A M - }!1... CoukI not be delenninlld o PlACEOFINJURY.A1hom..lann._,-,.._ - - It. ;:"""..... (Spec:;Iyj Home PA cmn-.. (Chock anlyono) SIGNATURE AN -C8I'J'IIYINQ ~ (PhyIiciIncettilying C*.- alded'I when 8no1her phyIIclan _ pronout1ced death and ~ Item 23) 0 Coroner To..beetof""~'''''''00ClUIYM''''1o'''''''.J''''''''",*_8I8Ied............... ...................................... 1 LICE DArE S1GNED(MonI!l. Cloy, """" -PfIONOUNCINcI AND ClIJI'TII'YINQ IIHYSICIAH (PhyIiden boCh pronouncing deIIh and C*titying to cause 01 dIlIIl) 0 1 May 24, 200~ ,......01...,.......... ......00i0UIrId....................... .........cauM(.I.nd _................................ .. 1 ......E AND ADDRESS OF PERSON h:.~PlETEDCAUSE ~ llERH '1IIIlDICAI. iEllAIIINIMXIIl (ltam21)Typo..Prinl Hic ae L. Norr s, Coroner On IN.... Of............. ettdIw ~t In my opinion...... 0C0WI'ed at the time, date, Md.... end due to the CMlN(I).nd ~ 6375 Basehore Road, Suite #1 .............................. .....0... ...... ... ....................0.............. ........ ...... ................... ft. Hechanicsburg, Pa. 17050 alL ~ REGllITRAR'SSIG_ANDNUMBE~ ~III~IIIOI ORE FILEO(Month. Day, 'fMr) - . ~.~ ~~ ... --~.- r F:IFlLESIDA T AFlLEIEST A TESI 11212-1. notice.cen C CERTIFICATION OF NOTICE UNDER RULE 5.6(a) Name of Decedent: Terry L. Jumper Date of Death: May 23, 2004 File No. 21-04-0526 To the Register: I certify that notice of estate administration required by Rule 5.6(a) of the Orphans' Court Rules was served on or mailed to the following beneficiaries of the above-captioned estate on or about August 18, 2004. Ms. Heather Jumper Ms. Louise Myers, as Guardian of 542 Pine Road Terry L. Jumper, Jr., a minor child Carlisle, PAl 70 13 1071 Harrisburg Pike Carlisle, P A 17013 Notice has now been given to all persons entitled thereto under Rule 5.6(a) except: N/A Date: August 18, 2004 Si~~~<~ Name Edward L. Sch rpp, Esquire MARTSON DEARDORFF WILLIAMS & OTTO Ten East High Street Carlisle, PAl 7013 (717) 243-3341 Attorneys for Personal Representative l"i :q 0'. c:::t 0'. .- t..!:) ) ::::l c:::::::: ~ (i) :..)(3 ( .... 1'/ .c' ,I,' , l' (.I , li() ... - REV.1500H+(6-GOj '* REV-1500 crf"C: ,l USE ONLY COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN FILE NUMBER DEPARTMENT OF REVENUE RESIDENT DECEDENT 21 04 00526 DEPT. 260601 HARRISBURG. PA 17126.0601 COUNTY CODE YEAR NUMBER DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL) SOCIAL SECURITY NUMBER JUMPER, TERRY L. 201-56-4481 ~ z DATE OF DEATH (MM-DD-YEAR) DATE OF BIRTH (MM DO-YEAR) THIS RETURN MUST BE FILED IN DUPLICATE WITH THE w 0 w OS/23/2004 04/17/1960 REGISTER OF WILLS <.> w 0 (IF APPLICABLE) SURVIVING SPOUSE'S NAME ( LAST, FIRST AND MIDDLE INITIAL) SOCIAL SECURITY NUMBER ~ 1, Original Return D 2. Supplemental Return o 3. Remainder Return (date of death prior to 12-13-82) w ~ 0 4. Limited Estate o 4a. Future Interest Compromise (date of death after o 5. Federal Estate Tax Return Required :tl::~cn <.><<~ 12-12-82) w~<.> 0 o 7, Decedent Maintained a Living Trust {Attach 0 ,,00 6. Decedent Died Testate (Attach copy B. Total Number of Safe Deposit Boxes <.><<~ - ~w of Will) copy of Trust) ~ < 0 9, litigation Proceeds Received D 10, Spousal Poverty Credit (date of death between o 11.Election to tax under Sec. 9113(A) (Attach 5ch 0) 1231-91 and 1-1-95 THIS SE'CTIONtvlusrB "i:~MPLETEQ;iALLCO~R~i>ONDENcE'AND.CDNEiD'ENTIAL,TAxIN':lRiiA J10t;lSHOIJL[i ..f;!~.'(~rd.TEOtrO,,'( . ME COMPLETE MAILING ADDRESS Edward L. Schorpp, Esquire IRM NAME (If applicable) Ten East High Street Martson Deardorff W illiarns & Otto ElEPHONE NUMBER Carlisle. PA 17013 717/243-3341 1. Real Estate (Schedule A) (1) 78,900.00 OFFiCIAL USE mHY 2. Stocks and Bonds (Schedule B) (2) None 3. Closely Held Corporation, Partnership or Sole-Proprietorship (3) None -') 4. Mortgages & Notes Receivable (Schedule D) (4) None 5. Cash. Bank Deposits & Miscellaneous Personal Property (5) 13.453.35 (Schedule E) 6. Jointly Owned Property (Schedule F) (6) None z o Separate Billing Requested 0 ~ 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (7) -0- " (Schedule G or L) ~ ~ 8. Total Gross Assets (total Lines 1-7) (8) 92,353.35 < u w 9. Funeral Expenses & Administrative Costs (Schedule H) (9) 19,954,08 << 10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) (10) 81,414.02 11. Total Deductions (total Lines 9 & 10) (11) 101,368.10 12. Net Value of Estate (Line 8 minus Line 11) (12) insolvent 13. Charitable and Governmental Bequests/See 9113 Trusts for which an election to tax has not been (13) made (Schedule J) 14. Net Value Subject to Tax (Line 12 minus Line 13) (14) SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES 15. Amount of Line 14 taxable at the spousal tax rate, x .00 (15) or transfers under Sec. 9116(a)(1.2) - z .045 (16) 0 16.Amount of Line 14 taxable at lineal rate x ~ - < ~ " ~ 17.Amount of Line 14 taxable at sibling rate x .12 (17) ~ 0 <.> ~ 18. Amount of Line 14 taxable at collateral rate x .15 (18) ~ 19. Tax Due (19) 20. D CHECK HERE IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT. .';"" >>BESUR~ tOfA~swg~AUliQUESTION~ ON RElil1jlI~~!!1~ ANIlREc;HECK MATH <.<. ! ~\,,"~t,.:;S;" I Copyright 2000 form software only The Lackner Group. Inc. Form REV-1500 EX (Rev. 6-00) Decedent's Complete Address: STREET ADDRESS 74 East Main Street CITY Newville I STATE PA 12IP 17241 . Tal< Payments and Credits: 1. Tax Due (Page 1 Line 19) (1) 2. Credits/Payments A. Spousal Poverty Credit B. Prior Payments C. Discount Total Credits (A + B + C) (2) 0.00 3. InteresUPenalty if applicable D. Interest E. Penalty Total Interest/Penalty (0 + E) (3) 0.00 4. If Line 2 is greater than Line 1 + Line 3. enter the difference. This is the OVERPAYMENT. (4) Check box on Page 1 Line 20 to request a refund 0.00 5. It Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5) A. Enter the interest on the tax due. (SA) B. Enter the total of Line 5 + 5A. This is the BALANCE DUE. (58) 0.00 Make Check Payable 10: REGISTER OF WILLS, AGENT PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRiATE BLOCKS 1. Did decedent make a transfer and: Yes No a. retain the use or income of the property transferred;. ................. ............................................................ ~ I b. retain the right to designate who shall use the property transferred or its income:.................................... c. retain a reversionary interest; or..... ................ .......... ............. ................................. ................ . ........... ........ d. receive the promise for life of either payments, benefits or care?. ........................................................... 181 2. If death occurred after December 12, 1982. did decedent transfer property within one year of death without 181 receiving adequate consideration?.... ............... ....................................................................... ......................... D 3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death? ......... 0 181 4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which 181 0 contains a beneficiary designation?................. ......... ................................................................................ ......... IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS is YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN. DATE 524 Pine Road j' I /e 'S. Carlisle, PA 17013 I :), ADDRESS DATE ADDRESS DATE Ten East High Street /.-::<',/-OS;- -.-.-- Carlisle, PA 17013 For dates of death on or after July 1, 1994 and before January 1. 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 3% [72 P.S. 99116 (a) (1.1) (i)]. For dates of death on or after January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 0% [72 P.S. 99116 (a) (1.1) (ii)}. The statute does not exemot a transfer to a surviving spouse from tax, and the statutory requirements for disclosure of assets and filing a tax return are still applicable even if the surviving spouse is the only beneficiary. For dates of death on or after July 1. 2000: The tax rate imposed on the net value of transfers from a deceased child twenty-one years of age or younger at death to or for the use of a natural parent, an adoptive parent, or a stepparent of the child is 0% [72 P.S. 99116 (a) (1.2)J. The tax rate imposed on the net value of transfers to orfor the use of the decedent's lineal beneficiaries is 4.5%, except as noted in 72 P .S. 99116 1.2)[72 P.S. !l9116 (a) (1)]. The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is 12% [72 P.S. 99116 (a) (1.3)]. A sibling is defined, under Section 9102, as an individual who has at least one parent in common with the decedent, whether by blood or adoption. '*' SCHEDULE A REAL ESTATE COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF I FILE NUMBER roMPER, TERRY L. 21 - 04 - 00526 All real property owned solel~ or as a tenant in common must be refrorted at fair market value. Fair market value is defined as the price at which property would be exc anged between a willing buyer and a wiling seller. neither being compelled to buy or sell, both having reasonable knowledge of the relevant facts. Real property which is jointly,owned with right of survivorship must be disclosed on schedule F. ITEM DESCRIPTiON VALUE AT DATE OF NUMBER DEATH 1 Residence situate at 74 East Main Street, Newville, Cumberland County, PA, known as parcel No. 78,900.00 27-20-1756-096, being described in Deed dated June 9. 2000. and recorded in Cumberland County, PA. Deed Book 223, Page 322. Actual sale price (see Settlement Statement enclosed) TOTAL (Also enteron Line 1, Recapitulation) 78,900.00 . SCHEDULE E CASH, BANK DEPOSITS, & MISC. COMMONWEALTH OF PENNSYLVANlA PERSONAL PROPERTY INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF JUMPER, TERRY L. I FILE NUMBER 21 - 04 - 00526 Include the proceeds of litigation and the date the proceeds were received by the estate. All property joinlly,owned with the right of survivorshl p must be disclosed on schedule F. ITEM DESCRIPTION VALUE AT DATE OF NUMBER DEATH 1 Cash in house 1,900.00 2 Commerce Bank, checking #20-0700-4 126.49 3 Household goods, proceeds from sale 891.17 4 Agreement of Sale regarding 1991 Skyline trailer dated 6-7-00, Agreement is for Buyer to make 8,667,99 payments of Green Tree Loan (Sch. 1, Item 3) until paid in full at which time title will transfer. 5 PHF A, mortgage account #906982, escrow account balance 710.60 6 Samuel E. Bubb, Jr., real estate tax proration 509.10 7 Millville Mutual Insurance, homeowner's insurance, premium refund 148.00 8 1989 Chevrolet S-1 0 pickup, fair condition 500.00 TOTAL (Also enter on Line 5. Recapitulation) 13,453.35 *' SCHEDULE G INTER-VIVOS TRANSFERS & COMMONWEALTH OF PENNSYLVANIA MISC. NON-PROBATE PROPERTY INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER JUMPER, TERRY L. 21 - 04 - 00526 This schedule must be comoleted and filed if the answer to anv of auestions 1 throuQh 4 on DaQe 2 is ves. ITEM DESCRIPTION OF PROPERTY DATE OF DEATH %OF Include the name of the transferee, Iheirrelationship to deceden tand the date of transfer. VALUE OF ASSET DECD'S EXCLUSION TAXABLE VALUE NUMBER Attach a copy of the deed fOl"real estate INTEREST (IF APPLICABLE) 1 Dauphin Oil Co Inc. 40lK Plan with American Funds, ID 1,829.06 0% 0.00 IRK20900, 65.068 shares The Investment Company of America @ 28.11 (Decedent had no right to withdrawal at the time of death); beneficiaries: Heather Jumper and Terry L. Jumper, Jr., children TOTAL (Also enter on line 7, Recapitulation) *' SCHEDULE H FUNERAL EXPENSES & COMMONWEALTH OF PENNSYLVANIA ADMINISTRATIVE COSTS INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF mMPER, TERRY L. I FILE NUMBER 21 - 04 - 00526 Debts of decedent must be reported on Schedule I. ITEM DESCRIPTION AMOUNT NUMBER A. FUNERAL EXPENSES: I Hoffman-Roth Funeral Home, Carlisle, P A 6.956.50 2 Cumberland Valley Memorial Gardens, Grave opening 900.00 B. ADMINISTRATIVE COSTS: 1. Personal Representative's Commissions Heather Jumper Social Security Number(s) I EIN Number of Personal Representative(s): Street Address 524 Pine Road City Carlisle State PA Zip 17013 - Year(s) Commission paid 2. Attorney's Fees 3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation) Claimant Street Address City State Zip Relationship of Claimant to Decedent 4. Probate Fees Cumberland County Register of Wills 69.00 5. Accountant's Fees 6. Tax Return Preparer's Fees 7. Other Administrative Costs I Cumberland County, copies of mortgage documents 1.00 2 The Sentinel, advertising Letters of Administration 115.79 Total of Continuation Schedule(s) 11 ,911. 79 -----. TOTAL (Also enter on line 9, Recapitulation) 19,954.08 . Schedule H FlD100II Expenses & COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN Mninis1ralNe Cos1s continued RESIDENT DECEDENT ESTATE OF JUMPER, TERRY L. I FILE NUMBER 21 - 04 - 00526 3 Cumberland Law Journal, advertising Letters of Administration 60.00 4 Homeowner's insurance paid from escrow account 256.00 5 School real estate taxes paid from escrow account 784.80 6 Paul F. Jwnper, payment for services in cleanup of garage and house in preparation for sale 500.00 7 PPL. electric service during cleanup and pending sale of property 64.93 8 Newville Water & Sewer Authority, water/sewer service during cleanup of property 129,61 9 Heather Jumper, cleaning and postage expenses 10.00 10 Settlement expenses on sale of74 East Main Street. including seller credit on 2nd mortgage 9.730.25 <as per copy of Settlement Statement attached) 11 Recording fee, mortgage satisfactions 54.00 12 Register of Wills, filing fee, Inheritance Tax return 15.00 13 PPL, final electric bill, account payable 7.20 14 Reserved for additional probate and filing fees 300.00 Page 2 of Schedule H . SCHEDULE I DEBTS OF DECEDENT, MORTGAGE COMMONWEALTH Of PENNSYLVANIA LIABILITIES, & LIENS INHERITANCE TA,X RETURN RESIDENTDECEOENT ESTATE OF I FILE NUMBER JUMPER, TERRY L. 21 - 04 - 00526 Include unreimbursed medical expenses. ITEM DESCRIPTION AMOUNT NUMBER 1 Pennsylvania Housing Finance, Mortgage # 906982, principal balance (no accrued interest - paid through 62,857.10 6/1104) 2 Pennsylvania Housing Finance, Subordinate Mortgage, principal balance (no interest) 1,855,00 3 Green Tree Servicing, Loan No. 183556455, securing 1991 Skyline mobile home (Sch, E, Item 4) 8,667.99 4 Bank of America Visa #4427100031320349 5,062.69 5 Dauphin Oil Co" Inc., account payable 1,464.56 6 Discover Financial Services account # 6011002930759063, balance due 1,114.00 7 RPC Associates/Walnut Bottom Radiology, account payable 195.00 8 Brookwood Family Medicine, account payable 15.00 9 Andorra Radiology Associates, P.c., account payable 26.00 10 The Hartford, vehicle insurance, account payable 26.00 11 Sprint, account payable 1.22 12 PPL, account payable 24.85 13 Newville Water & Sewer Authority, account payable 104.61 - TOTAL (Also enter on Line 10, Recapitulation) 81,414,02 <J.".,.- ~ Ma~orie A. Wevodau Glenda Farner Strasbaugh First Deputy Register of Wills and Clerk of Orphans' Court Kirk S. Sohonage, Esq Solicitor Register of Wills and Clerk of the Orphans' Court County of Cumberland One Courthouse Square Carlisle, PA 17013 (717) 240-6345 FAX (717)240-7797 I INVOICE I Bill To: InvoiceNo: 244 Invoice Date: 3/8/2005 EDWARD L SCHORPP ESQ Estate of: TerrvL. Tumper !EN EAST HIGHT ST Estate No: 2004-0526 R. Kelly CARLISLE, PA 17013 Qty Fee Description Fee T otai 1 Additional Probate 150.00 $150.00 T omi: $150.00 Cb.ecks should be made payable to the Register of Wills. Tenns: Net 30. Please return one copy of this invoice with your payment. Thank you. Marjorie A. Wevodau First Deputy Glenda Farner Slrasbaugh Register of Wills and Kirk S. Sohonage, Esq Clerk of Orphans' Court Solicitor Register of Wills and Clerk of the Orphans' Court County of Cumberland One Courthouse Square Carlisle, PA 17013 (717) 240-6345 FAX (717)240-7797 I INVOICE I Bill To: InvoiceNo: 244 Invoice Date: 3/8/2005 EDWARD L SrnORPP ESQ Estate of: Terrv 1. Tumper TEN EAST HIGill ST Estate No: 2004-0526 RKelly CARLISLE, PA 17013 Qty Fee Description Fee Total 1 Additional Probate 150.00 $150.00 Total: $150.00 ~ Y I y ,,-" ~ r-\ 0.~ ~ V"-.~ Checks should be made payable to the Register of Wills. Terms: Net 30. Please return one copy of this invoice with your payment. Thank you. F\F1LESIDA T AF1LEIEST ATESI t 12 t2_1_aCCOlInI INRE: ESTATEOF IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA TERRY L. JUMPER, ORPHANS' COURT DIVISION DECEASED : NO. 21-04-0526 FIRST AND FINAL ACCOUNT OF HEATHER A. JUMPER, ADMINISTRATRIX OF THE ESTATE OF TERRY L. JUMPER, LATE OF THE BOROUGH OF NEWVILLE, CUMBERLAND COUNTY, PENNSYLVANIA Date of Death: May 23, 2004 Letters Testamentary Granted: June 4, 2004 Letters Advertised: Sentinel - June 18,25, July 02, 2004 Cumberland Law Journal- June 18, 25, July 02, 2004 Account Stated to May 10, 2005 *The account also indicates the proposed distribution of the estate. SUMMARY , , -,--, PRINCIPAL , , , ._" Receipts 15,990.76 Less Disbursements -7.322.77 8,667.99 Secured Creditor -8.667.99 Principal Balance Remaining 0.00 INCOME Receipts 0.00 Less Disbursements 0.00 Income Balance Remaining 0.00 COMBINED BALANCE REMAINING 1 0.00 UNPAID CREDITORS $ 15,275.82 /'- PRINCIPAL RECEIPTS Proceeds from sale of real estate located at 74 East Main Street, Newville, $ 3,614.11 P A (see Settlement Statement attached as Exhibit "A") 1991 Skyline mobile home secured by Loan No. 183556455with Green Tree Consumer Discount Co. which holds title as collateral. 8,667.99 Cash 1,900.00 Commerce Bank, checking account #20-0700-4 126.49 Proceeds from sale of household goods 891.17 Millville Mutual Insurance, refund of premium on homeowners' insurance 148,00 1989 Chevrolet S-l 0 pickup truck 500,00 U.S. Treasury, refund for 2004 income tax 143.00 TOTAL $ 15,990.76 PRINCIPAL DISBURSEMENTS OS/24/04 Cumberland Valley Memorial Gardens, grave opening $ 900.00 vanous P A Housing Finance Agency, June/July 2004 mortgage 1,082.00 payments vanous PPL, electric service while preparing real estate for sale 118.06 varIOus Newville Water/Sewer Authority, service while preparing real estate for sale 234,22 08/J 9/04 Heather Jumper, postage and administration costs 10.00 Paul F. Jumper, transfer of1989 Chevrolet S-lO pickup in exchange for services to clean up and prepare real estate for sale 500.00 Reserved Martson Deardorff Williams & Otto, attomey fees (discounted) 3,999.20 Reserved Martson Deardorff Williams & Otto, disbursements for administration expenses: Register of Wills, copies 1.00 The Sentinel, advertising Letters of Administration 115.79 Cwnberland Law Journal, adver. Letters of Admin. 75.00 Recorder of Deeds, copies of mortgages 7.50 Register of Wills, filing fee, inheritance tax return 15.00 Register of Wills, probate fee 150.00 Register of Wills, filing fee, Account 130,00 479.29 TOTAL $ 7,322.77 -2- SECURED CREDITOR Green Tree Consumer Discount Co., Account No. 18355645, secured by $ 8667.99 1991 Skyline Mobile Home TOTAL SECURED CREDITOR $ 8667,99 INCOME RECEIPTS None $ 0.00 TOTAL $ 0,00 INCOME DISBURSEMENTS None $ 0.00 TOTAL $ 0.00 UNPAID CREDITORS Gene A. Casner, equitable interest in 1991 Skyline Mobile Home $ 7,332.oJ Andorra Radiology Assoc PC, Account No. ARA-9272313 26.00 Brookwood Family Medicine, Account No. 311-0005291 15.00 RPC Assoc/Walnut Bottom Radiology, Account No. 73668 195.00 Bank of America, Account No. 4427100031320349 5,062.69 Discover Financial Services, Account No. 6011002930759063 1,114.00 Dauphin Oil Co., Inc., Account No. 32866 1,464.56 The Hartford, Policy No. DA 08918905 26.00 Sprint, Account No, 717-776-4692-846 1.22 Frances E. Oiler, Tax Collector, Bill No, 360 on 44-05-0411-0 16B TR03353 32.14 PPL, Account No. 41610-80015 7.20 TOTAL UNPAID CREDITORS $ 15,275,82 -3- COMMONWEALTH OF PENNSYLVANIA ) COUNTY OF CUMBERLAND ) Heather A. Jumper, being duly sworn according to law, deposes and says: That she is the Administrator of the Estate of Terry 1. Jumper, deceased; that she has fully and faithfully discharged the duties of her office; that the foregoing First and Final Account 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 or are listed herein; that all inheritance taxes presently due from the estate have been paid; and that the Grant of Letters of Administration and the first complete advertisement thereof occurred more than four (4) months before the filing of the Account. tlPrJIL. 0-:11, Y-' Heather A. Jum~ Ad:?nistratrix Sworn and subscribed to before me this /7<1*-- day of ~ ' ;Jc)os: (l0L1 ~~~~'-714-L4I7A 4 ' NotaryPublic 0 NOTARIAL SEAL CORRINE L. MYERS, NOTARY PUBLIC CARLISLE BORO, COUNTY OF CUMBERLAND MY COMMISSION EXPIRES MAY 27, 2007 ~4~ INRE: ESTATEOF IN THE COURT OF COMMON PLEAS OF : CUMBERLAND COUNTY, PENNSYLVANIA TERRY L. JUMPER, ORPHANS' COURT DIVISION DECEASED : NO. 21-04-0526 STATEMENT OF HEATHERA. JUMPER. ADMINISTRATRIX Heather A. Jumper, Administratrix ofthe Estate of Terry L. Jumper, deceased, states that no payment will be made to the Unpaid Creditors listed in the First and Final Account nor will any distribution be made to any heirs due to the insufficient funds in the Estate. AI j/tZttO -:i~~/' Heather A. Jumpe7, Admi istratrix Sworn and subscribed to before me this /7y..f'L day of I ~7'71u U .' ' ,jU70.S . etC..;:. k""-y)y4. J(' l' f Notary Public J NOTARIAL SEAL CORRINE L. MYERS, NOTARY PUBLIC CARLISLE BORO, COUNTY OF CUMBERLAND MY COMMISSION EXPIRES MAY 27, 2007 -5- OMB NO. 2502-0265 q,- A. B. TYPE OF LOAN: U.S. OEPARTMENT OF HOUSING & URBAN DEVELOPMENT 1DFHA 2.DFmHA 3. ~CONV. UNINS. 4.DVA 5.DCONV. INS. 6. F~;~~U~,~,ER I 7. LOAN N,~~f7~~ SETTLEMENT STATEMENT 11 .1.B BB 20'0041 7 8. MORTGAGE INS CASE NUMBER: C. NOTE: This tonn is furnished to give you a statement of actual settlement costs. AmC!unts pal:d to and by the settlement ~gent are .shown. Items marked 7POCr were paid outside the closing; they are shown here for informational purposes and are not mcluded In the totals. 1.0 3198 (11353.1 BUBB/113531.BU8BI21) D. NAME AND ADDRESS OF BORROWER: E. NAME AND ADDRESS OF SELLER F. NAME AND ADDRESS OF LENDER: Samuel E. Bubb, Jr. and The Estate of Terry L. Jumper Decision One Mortgage, LLC Judy D. Bubb 6060 J A Jane Drive, Suite 1000 127 Long Road, Apt. 1 Charlotte, NC 28287 Newville. PA 17241 G. PROPERTY LOCATION: H. SETTLEMENT AGENT: I. SETTLEMENT DATE: 74 East Main Street Martson Deardorff Williams & Otto Newville. PA 17241 November 19, 2004 Cumberland County, Pennsylvania PLACE OF SETTLEMENT 10 East High Street Carlisle, PA 17013 J. SUMMARY OF BORROWER'S TRANSACTION K. SUMMARY OF SELLER'S TRANSACTION 101. Contract Sales Price 78,900.00 401. Contract Sales Price 78,900.00 02. Personal Prooertv 402. Personal Pronertv 03. Settlement Charoes to Borrower (Line 1400) 252.20 403. 04. 404. 05. 405. A 'u n F rl Pi B /I rin v n m n F rf m i /I r' v n 06. Countv/Twp. Taxes 11/20/04 to 01/01/05 29.62 406. Countvrrwp. Taxes 11/20104 to 01/01/05 29.62 07. School Taxes 11/20/04 to 07/01/05 479.48 407. School Taxes 11/20/04 to 07/01/05 479.48 08. Assessments to 408. Assessments to 09. 409. 10. 410. 11. 411. 12. 412. 20. GROSS AMOUNT DUE FROM BORROWER 79,661.30 420. GROSS AMOUNT DUE TO SELLER 79,409.10 00. AMOUNTS PAID BY OR IN BEHALF OF BORROWER: 500. REDUCTIONS IN AMOUNT OUE TO SELLER: 31. Deoosit or earnest monev 500.00 501. Excess Denosit (See Instructions) )2. Princi al Amount of New Loan(s) 63,120.00 502. Settlement Charaes to Setter (Line 1400) 9,001.75 J3. Existing loan(s) taken subject to 503. Existing loan(s) taken subject to )4. 504. Payoff of first Mortgage to Pennsylvania Housing F 66,064.74 )5. 505. Pavoff of second Mortaa e )6. Cash from 2nd Mortgage 15,095.50 506. )7. 507.(Denosit disb. as proceeds) l8. Seller Credit from 2nd Mta. 728.50 508. Seller Credit from 2nd Mta. 728.50 )9. 509. Ad.ustments For Items Un aid B efler Ad'ustments For ftems Un aid B Seffer Q. CountvlTwD. Taxes to 510. CountvrrWD. Taxes to 1. School Taxes to 511. School Taxes to 2. Assessments to 512. Assessments to 3. 513. 4. 514. 5. 515. 6. 516. 7. 517. 8. 518. 9. 519. O. TOTAL PA/D BY/FOR BORROWER 79,444.00 520. TOTAL REDUCTION AMOUNT DUE SELLER 75,794.99 O. CASH AT SETTLEMENT FROMrrO BORROWER: 600. CASH AT SETTLEMENT TO/FROM SELLER: 1 Gross Amount Due From Borrower (Line 120) 79,661.30 601. Gross Amount Due To Setter (Line 420) 79,409.10 2. Less Amount Paid By/For Borrower (Line 220) ( 79.444.00) 602. Less Reductions Due Seller (Line 520) ( 75,79499 J. CASH ( X FROM)( TO) BORROWER 217.30 603. CASH ( X TO)( FROM) SELLER 3,614.11 he undersigned here.b'facknowl~_~reCJ!~JcomPleted copy of pages 1&2 of this statement & any attachments referred to herein. Borrower :X'I,v-"Z--;t'~ tiS:.. . Seiter T , ,,/... ~ - - -,' ?, he Estate of Terry L. Jumper .~I E. Bubb. Jr" J ~j/. -f; ,; ... ,/ . - -- _' '. . --'//" I' 1/ ,. )<'~h"^',._-l{..f/'/:<.. ( J/i/f .Iii'. )//11 ( . BY.. ,1/1 ,v.". -"".;,/;- ..... ',';,,~,/\ "(f,,/ ~ /,.-' ,/ Juq9;D. Bubbl/ ;' -eXhiBIT \~1 " HUD-1 (3-86) RESPA, H84305 2 Pane 2 L SETTLEMENT CHARGES 700. TOTAL COMMISSION Based on Price < 7" Qnnon -lii- ennnn Ol_ d 7'4.0n PAID FROM PAID FROM Division of Commission (line 700) as Follows: BORROWER'S SELLER'S 701. $. 2,392.0~ to George L. Ebener & Associates Realtors FUNDSAT FUNDS!'.T 702. $ 2,342.00 to Dawn and Associates Realty SETTLEMENT SETTLEMENT 703. Commission Paid at Settlement 4,734.00 704. Settlement Fee to Dawn and Associates RealtV 125.00 800. ITEMS PAYABLE IN CONNECTION WITH LOAN 801. Loan Origination Fee 0.0000 % to 802. Loan Discount % to 803. Appraisal Fee to B-H Agency Appraisal 275.00 804. Credit Report to CREDCO 3.00 805. Courier Fees to Decision One Mortgage, LLC 10.00 806. Underwriting Fee to Decision One Mortqaqe, LLC 595.00 807. Broker Processing Fee to Allen Davis Mortgage Group 150.00 808. Broker Credit Report to Allen Davis Mortgage Group 19.00 809. Fidelity Tax Service Fee to Decision One Mortgage, LLC 55.00 810. Flood Cert to Fidelity Natl' 9.00 811. Broker Yield Spread Premium Allen Davis Mortgage Group $1,262.40 900. tTEMS RE UIRED BY LENDER TO BE PAID IN ADVANCE 901. Interest From 11/19/04 to 12/01/04 @ $ /day ( 12 days %) 902. Mortgage Insurance Premium for months to 903. Hazard Insurance Premium for 1.0 vears to 904. 905. 1000. RESERVES DEPOSITED WITH LENDER 1001. Hazard Insurance 2.000 months $ 26.00 ner month 52.00 1002. Mortaaae Insurance months $ ner month 1003. CountylTwp. Taxes 9.000 months $ 21.51 per month 193.59 1004. School Taxes 5.000 months $ 65.33 ner month 326.65 1005. Assessments months @ $ per month 1006. months @ $ per month 1007. months ((j) $ ner month 1008. Annrenate Accountinn Adiustmt months (cj) $ oer month -320.04 1100. TITLE CHARGES 1101. Settlement or Closing Fee to 1102. Abstract or Title Search to 1103. Title Examination to 1104. Title Insurance Binder to 1105. Document Preoaration to Guardian 25.00 1106. Notary Fees to 1107. Attorney's Fees to Martson Deardorff Williams & Otto POC (includes above item numbers: ) 1108. Title Insurance to Law ers Title Insurance Comnan" 732.75 (includes above item numbers: ) 1109. Lender's Coverage $ 78,900.00 1110. Owner's Coverage $ 78.90000 1111. Endorsements 100/300/9001710 to Lawyers Title Insurance Company 200.00 1112. Closing Service Letter to Lawyers Title Insurance Company 35.00 1113. Courier Fees (Pkg/Payoff) to Martson Deardorff Williams & Otto 3100 1200. GOVERNMENT RECOROING AND TRANSFER CHARGES 1201. Recording Fees: Deed $ 38.50; Mortgage $ 66.50; Releases $ 105.00 1202. City/County Tax/Stamps; Deed 789.00' Mortgage 789.00 1203. State Tax/Stamps: Revenue Stamos 789.00; Mo~e 789.00 1204. 1205. 1300. ADDITIONAL SETTLEMENT CHARGES 1301. Survey to 1302. Pest Inspection to Inspect Tech Bubb 50.00 1303. 1304. 1305. Fund Wire/Fee to Decision One Mortgage, LLC 270.00 400. TOTAL SETTLEMENT CHARGES (Enter on Lines 103, Section J and 502, Section K) 252.20 9,001.75 By Signing page 1 of thiS statement, the slgnatones acknowledge receipt of a completed copy of page 2 of this IINo page statement. (fL'L,'{ S 17 .- (s- /" Certified to be a true copy. Martson Deardorff Williams & Otto , I Settlement Agent '/1 'I ( 11353.1.BUBB I 11353.1,BUBBI21 ) E;<ff,8ii- - I hereby C8llIfy1!ltlt WlltIen notice of the filing of lhI8 Statetnent of Proposed OL::i,:,(lI.;y,f, and of the date, time and place wh.ofl the s;}mt: 'NIE t-o preeen$ed k) the Court fol ccnl"mahcfI ,)M D! the last deiV to tile WJIlten objectinns l{l sa!(] Sta,emont 01 Proposed 0tItributk>n, has bB9n Qlvtr:. to every unpaid claimant and to wery ether person known 10 the aocounlIIftI to have or daim an :ntfJf2'3t in the estate 88 CIJl8dIIkI't beneficiary. hoir or C;(':c:' of kin. A copy of said Statement _lnCIuded...... noIlOe ;g (fJ>-<:I , ~;;J~ ~~ g ~~~ -~~ ~,~ ..-1 (J..-1 >- Z; >- t""' G\ _ 0 i-'J t'"\ ::<- tr> >i c ~ . ~~~ r' :;0 Z 0 '$ ...-! ~Crn';tl~ '6 \ .. :c (II)> Z -' . ,~~ o';~"'~dz t'J Z '''?::t v' ;. d ~ i-'J - t; rf\ ~ ~ ~ ~~~ " "' '~' Clro~ ~ ~::t n ~ ':l ~ ~~~ '--' -<~; g '2:: 0 \zt'S R ~ ~ . Z * ?$. ~ tIl ' '" ';.. ~ rr. "', "!1 \j\~ 'd ~ I [, " % '~j ro \l> .$:>. -" r' , Ul z~ _.-..\ ::e r & _, V> - ;::; ;.. ? ~ ~ O~ X~ 'lll~ to l'"ev JO JI81.\ I~~ 'JOlIP~J~ Fl? :?-reg~~1 8\.\\ U1 ~ VI'! LUlI1P )0 0^"C! 011Ul3lvno:)oa ~v= "0< ,-."Ul0 A,a^e 01 pUll \VllUJ!lllO ~!qo eq Se4 WOOOCl\l ppllI ClI . .' y.', "e uoaswJllUOO ,,,, .., ""il' 0\ AllP \919\ 8I.l1lO puB sumo "tll 'll'''' , ~:8~vleqlllM'. .~. , /) G41 01 pel ~ jO ~,,,. ",,,.., 9:' . ew~ 'll\lIP . .'" ,,- w:l pull '. ., ',1 stlllO 001\OU ueu.!~1\/\ ~l...\...;t \'lvJ".h~ ~. ~ ~~ ~. ~ -......., ..~ ......v_".. - .~ -. .'. , - - .,. ,. -- "'-- - -- r ~~ ~-- - - (') 0 c ~ ru 0 """"-. 00_ -nc: 0- 0.....<1 ;;" g. ~ -:J ~" () .. 0':'ll::2 c: 0.. ~~~~ ::::J -_. =:rOO =:r .. ~ '0 - ' hereby CElIIfIy that WrtUen notice of the filing of thie .......cr /DOe: Statement of Pror:>ose<1 OL';"r:(JU:I::.[i and of the daCe, !~ ::g -.0::J time and Place when ale zame wi!! Co Pfe&enaed to ::7.:3_ the Cotwt for confirmatton and Of Ihe last day to file . Cl ~ m.~ wrftten ~ections to Sard Sl3ii:mant of PrOJ)O&ed '<g~l ~. has been giv€c'n 10 every unpaid claimant ;&,: and to every other perSOn knOWn to Ihe 8000untMt to CD. a. have or claim an Inter.-;st in the estate 81 CWIl:Ior. beneficiary, Mir Or n(:~~' of kin. A COpy of said Statement was included... lie nortce ~~ (J)~ I ~~~ ~~ H ~~8 -~~ d; z Cl2n~ ~ n;;;J ~ ;; :>- t" ~ t'<' :>- Z >-l C ;<l . 0 ~ F: 0 ~ ;;l i .. 8~~ "" - tT'l ~ -; 0 J~~ :I: "')> _ o&;~~ ~Uz t:rj ~~ 8 Z :.o:::r:: '" ;;, 0 (J) t'<' R' to t'<' ~E;~ t1~~ "::J ~ CS:5 > ~ -Z"'H~i': ~ ~"'VlO' 0 ~~R ~ H z >< >-l C :>- h? ~~~ N~~Z S! ~ 0 to;.: '" C ." () (J)~~ i: ~ ~ ~ ~~ ~~~ (]) ~ ~I~ PJ -l>-..... ~ r-< Ul ..... --.j r-< a o '" _ ..... ;., :>- ~~ !j) >-l :: ~ O~ 0 '1I0! JO lxeu .10 .1184 '^,9f~yeU9Q 'JOlJpeJ~ SOP. :?18Wt .:l4l Uf 199J8Jut UB um~fCl JO 8-AB'-j OlIUBlI.JnO::Joe 94l OJ U= . ,,...,, ,~" :" !IO AJG^e 01 pue luelUf8tO ~ ' '. , Pl880J , 'hi'",' ueeq se4 lU~ UOII8WJfluoo JC "'!~'.I.'~Jlrl 0+ ^ep.981 ~IO ~ eume r'l1,U 'ffH" ,.' 94. 01 P9JUOO9 8CI:,. .' ; ,)J ~ 8I.p #0 i'lli'" " :/H.:'<i '3;, "BId pug ewp · . ," ... '. '. ...... ':1 e~.o lllOllOU U&UpM +"4, 1\~;i"~'''\'I'';Uq ~ REGISTER OF WILLS OF CUMBERLAND COUNTY STATUS REPORT UNDER RULE 6.12 (For Resident Decedents Dying After July 1, 1992) Name of Decedent: TERRY L. JUMPER Date of Death: May 23, 2004 File No.: 21-04-0526 Social Security No.: 201-56-4481 Pursuant to Rule 6.12 ofthe Supreme Court Orphans' Court Rules, J report the folIowing with respect to completion of the administration of the above-captioned estate: 1. State whether administration of the estate is complete: Yes x No 2. If the answer is No, state when the personal representative reasonably believes that the administration will be complete: 3. If the answer to No. 1 is Yes, statethefollowing: a. Did the personal representative file afinal account with the Court? Yes x No b. The separate Orphans' Court No. (if any) for the personal representative's account is: c. Did the personal representative state an account informally to the parties in interest? Yes No x C"j d. Copies of receipts, releases,joinders and approvals offormal or informal accounts may be filed with the Clerk ~'Court and may be attached to this report. August 9, 2005 Signature: \ild)J ~ Name: Carl C. Risch, Esquire Address: MARTS ON DEARDORFF WILLIAMS & OTTO Ten East High Street Carlisle, PA 17013 (717) 243-3341 Counsel for personal representative Date: r- C) ~~.~~. . LLJ ( ~. [I.. L~___ ' c.~:' c..-:':'I f~~ C) C.) UJ 0:: 0-, I L',:" F:\FI~ATAFrLE\lfSTATES\11212, 1.srep u":':' C';' c;::..:.~ C'--J J