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HomeMy WebLinkAbout06-30-10 In the Matter of the Estate of Eazl E. Yohn, Deceased : ]N THE COURT OF COMMON PLEAS . OF CUMBERLAND COUNTY, PA . Orphans' Court Division No. o2/-lD- O(n(al Petition for Settlement of Small Estate TO THE HONORABLE, THE JUDGE OF SAID COURT: The petition of the undersigned respectfully represents: N n n o ~~ t. c -;~~ _?-~ w C~ Q~ ~ J ~ ~ A ~ 0 (1) The name, address and relationship of your petitioner. to the above decedent: Name: Glenn H. Yohn Address: 2655 Ritner Highway, Cazlisle, PA 17015 Relationship: Son, and Executor named in Last Will & Testament (2) The decedent died September 8, 2009, a resident of Forest Park Health Center, 700 Walnut Bottom Road, Carlisle, Cumberland County, Pennsylvania; (3) Said decedent`died Testate, leaving a will, a copy of which is hereto attached, in which the personal representative named therein is Glenn H. Yohn. (4) The names, relationships and interests of all parties beneficially interested in the estate are: 1. Gail L. McClellan, 9313 Sonoma Dr., Orlando, FL 32825 Daughter, 1/6 interest; 2. Leslie E. Yohn; 7201 Qld Harrisburg Rd..York Springs,.PA 17372 Son, 1/6 interest; 3. Bonnie L. Lowman, 9708 Locktender Lane, Williamsport, MD 21795 Daughter, 1/6 interest; 4. Earl M. Yohn, 101 Springview Rd., Carlisle, PA 17015 Son, 1/6 interest; 5. Carol M. Yohn, 2655 Ritner Hwy., Cazlisle, PA 17015 Daughter, 1/6 interest; 6. Glenn H. Yohn, 2655 Ritner Hwy., Cazlisle, PA 17015 Son, 1/6 interest. -za ~`~ }'.' J) ~~7 ~;_ ,,-;~~~, +~,L -T9 ~~acrn ~> ~~._ a..'.:~ (5) The following person is entitled to, and claims, the family exemption of $3,500.00 by virtue of being a member of the same household as the decedent: Name: N/A Relationship: (6) Said decedent died owning property (exclusive of real estate and of wages, salary, pension or vacation benefits) of a gross value not exceeding $25,000.00, which is itemized as follows: Item Amount F&M Trust: $8,989.01 Total $ 8,989.01 (7) An itemized statement of all claims against the estate is as follows: (a) Claims heretofore paid by The Wiley Group, P.C. to the following: Claimant Nature Amount Orphans Court Filing Fee $ 15.00 Register of Wills Filing Fee $ 15.00 Register of Wills, Agent Inheritance Tax: $255.52 Total $ 285.52 (b) Claims remaining unpaid: Claimant Na ure Amount Forest Park Health Center: Nursing Home $ 880.70 The Wiley Group: Attorney Fee: $1,500.00 Glenn H. Yohn: Adm. Fee: $ 900.00 Total $ 3,280.70 (8) The Petitioner will cause to be paid all Pennsylvania inheritance taxes due on all property to be awarded. (9) All parties beneficially interested in the estate other than the petitioner have (strike inapplicable words) a. Signed the joinder in this petition which is attached hereto. WHEREFORE, your petitioner prays that the above property of the decedent be distributed under Section 3102 of the P-E-F Code as follows: (a) On account of the family exemption: ame: Amount: N/A (b) In reimbursement of claims against the estate heretofore paid: Name: Amount: The Wiley Group Filing Fee -tax return 15.00 The Wiley Group Filing Fee-Petition 15.00 The Wiley Group: Inheritance Tax: 255.52 Total $ 285.52 (c) For payment of claims against the estate remaining unpaid: Name. Amount: Forest Pazk Health Center: Final bill $ 880.70 The Wiley Group Attorney's Fee 1 500.00 Glenn H. Yohn Adm. Fee 900.00 Total $ 3,280.70 (d) In distribution in accordance with the interests in the estate: Name• Amo n : a. Gail M. McClennan: $ 903 80 b. Leslie E. Yohn: . 903 80 c. Bonnie L. Lowman: . 903 80 d. Earl M. Yohn: . 903.80 e. Cazol M. Yohn: 903 80 f. Glenn H. Yohn: . 903.79 Total: $ 5,422.74 Attorney for Petitioner enn ohn etitioner VERIFICATION This ~ day of Gtjt,~ _, 2010, the foregoing petitioner hereby verifies, subject to the penalties of 8 Pa.C.S. 4904 (relating to unsworn falsification to authorities), that the facts set forth in the foregoing petition which are within his/her knowledge aze true, and as to the facts based on information received, after diligent inquiry, he/she believes them to be true. Retition~ / JOINDER We, the undersigned, being all the parties, other than the petitioner, beneficially interested in the estate of the foregoing decedent, do hereby certify that we have read the foregoing petition and join the prayer thereof. /'7.~ D vvi M c ~~ oD Gail M. McClennan Bonnie L. Lowman ~' o Carol M. Yo o~ro» • LOCAL REGISTRAR'S CERTIFICATION OF DE~T'H WARNING: It is illegal to duplicate tpis copy by photostat or' photograph, Fee for this certificate, $6.00 This is to certify that the information here given i correctly copierl;fro~ an original Certificate of Deatl duly filed with'rrte as Local Registrar. The.origina certificate wiII . be • forwarded' to .the '.'State Vita Records Office -for 15ermanent filing. P 1566469.6. SEP 1 o20g Certification Number o al R~gisjt~ :Date Issued M~Kq!'I11~~ 1~En~wY ~I qtr t S f e C~~EiKTI Of MEIMSKVAMN• oVMflMtlrt Of NlM7N• VRAL MCOIIp~ .. ~ ~ tern ~ • COMMUNITY OFFICES IN FRANKLIN, CUMBERLAND, FULTON AND TRUST HUNTINGDON ~~ COUNTIES "~~ www.fmtrustonline.com '****""'******AUTO**5-DIGIT 17015 ~~ 737 0.5570 AV 0.335 3 1 223 -"-- 9655 I...III~~~lil~rr~„II,I,I~I~I„~i~~l„II~„I~I~I,I~~I,I~I.,I~I ~~ EARL E YOHN 2655 RITNER HWY CARLISLE PA 17015-9432 STATEMENT OF ACCOUNT 35-07424 STATEMENT PERIOD FROM THROUGH 01-28-10 02-28-10 PAGE 1 of 1 ENCLOSURES p 5 SENIOR CHECKING ACCOUNT: 35-07424 BEGINNING DEPOSITS/ CHECKS/ SERVICE BALANCE NUMBER CREDITS ENDING NUMBER DEBITS FEES 8,988.22 1 79 BALANCE . 0 .00 .00 8,989.01 ACCOUNT INTEREST INFORMATION INTEREST PAID THIS YEAR 1.55 ACTIVITY DATE DESCRIPTION 01-28 BEGINNING BALANCE CREDITS DEBITS BALANCE 02-26 INTEREST CREDIT 79 02-28 8,988.22 ENDING BALANCE 8,989.01 *** ANNUAL PERCENTAGE YIELD EARNED DISCLOSURE F 8,989.01 ROM 1-28-10 THROUGH 2-28-10 *'"' ANNUAL PERCENTAGE YIELD EARNED .10 AVERAGE DAILY COLLECTED BALANCE 8 988 22 , . INTEREST EARNED 79 SERVICE FEE BALANCE INFORMATION FROM 1-28-10 THROUGH 2-28-10 AVERAGE LEDGER BALANCE 8,988.22 AVERAGE COLLECTED BALANCE iJIINfMufbi LEDGER BALANCE 8,988.22 ~JIINIf~iUb1 COLLECTED BALANCE 8,9p8pp8p.22 v, JUU.2L DIRECT F&M TRUST -RITNER HIGHWAY OFFICE INQUIRIES TO: 1901 RITNER HWY CARLISLE, PA 17013 TELEPHONE: 717-960-1400 00005580 Forest Park Health Center 700 Walnut Bottom Road Carlisle,PA 17013 Questions Concerning This Invoice? Biller Name Dawn J. Ext. 865 Phone 1-888-880-7090 Fax 1-814-265-1377 Email djordan@guardianeldercare.net ----- Glenn Yohn 12655 Ritner Highway Carlisle PA 17015 ~--- ------ J Resident# Resident Discharge Date Statement Date Payments Posted Through CALL 1-888-880-7090 @ EXT 865 PACE 1 22558 YOHN EARL E 09/08/2009 04/30/2010 04/30/2010 MASTERCARD/VISA/DISCOVER PAYMENT ENCLOSED 'lease Detach and Return with your payment D`~~' DF F.C'R TDTTnwT -- ~ UP111S I RF FF'RFMl~P PREVIOUS BALANCE ------ 880.7 BALANCE 880.70 7 Forest Park Health Cent 1-888-880-7090 YOHN EARL E 22558 YOUR PAYY~NT OF 880.70 IS DUE UPON RECEIPT ~~~k ~~~ ~xrt.~ C~.e~t~rrrPrtt OF WITNESS: EARL E. YOHN BE IT REMEMBERED, that I, F.ARL F,. YOHN, of 1039 South Mountain Road, Dillsburg, York County, Pennsylvania, being of sound mind, memory and understanding, do make, publish and declaze this as and for my Last Will and Testament, hereby revoking and making null and void any and all Wills and Testaments and writings in the nature thereof made by me at any time heretofore. ITEM 1: I direct that all my just debts and funeral expenses be paid as soon afrer my demise as may be convenient. ITEM 2: All the rest, residue and remainder of my estate, of whatsoever nature and wheresoever situate, whether it be real, personal or mixed, including property over which I have a power of appointment, I give, devise and bequeath in six (06) equal shares, as follows, per stirpes: One (01) share to, GAIL McCLELLAN; One (01) shaze to, LESLIF, YOHN; One (Ol) share to, BONNIE COWMAN; One (O1) shaze to, GLENN H. YOHN; One (01) share to, EARL M. YOHN; and One (O1) share to, CAROL YOHN; ~F~; I direct my hereinafrer named Executor to pay all inheritance, estate, succession and legacy taxes of whatsoever nature and kind, to which my estate or the transfer of any property passing hereunder or otherwise passing by reason of my demise, F,ARL E. YOHN 1 may be subject and to charge such taxes against my residuary estate, it being my intention that none of the aforesaid taxes, either federal or state, on any property required to be included in my gross estate, under the provisions of any state or federal law now in force or hereafter enacted, shall be prorated among the persons interested in my estate to whom such property is or may be transferred or to whom any benefit accrues. ITEM 4: I appoint, GLENN H. YOHN, as Executor of this my Last Will and Testament. In the event GLENN H. YOHN should predecease me, cease to act, or renounce probate I then appoint LESLIE YOHN as alternate Executrix of this my Last Will and Testament. ITEM 5: I direct that my Executor or his successors shall not be required to give bond for the faithful performance of their duties in any jurisdiction. IN WITNESS WHEREOF, I have hereunto set my hand and seal this 21st day of June, 2004. WITNESS: G~ EARL E. YOHN 2 COMMONWEALTH OF PENNSYLVANIA SS COUNTY OF YORK We, EARL E. YOHN, JAN M. WTLEY, ESQUIRE and LINDSAY M. STRATHMEYER, the Testator and the witnesses respectively, whose names are signed to the attached or foregoing instrument, being first duly sworn, do hereby declare to the undersigned authority that the Testator signed and executed the instrument as his Last Will and Testament and that he had signed willingly (or willingly directed another to sign for him), and that he executed it as his free and voluntary act for the purposes therein expressed, and that each of [he witnesses, in the presence and hearing of the Testator, signed this Last Will and Testament as witness and that to the best of their knowledge the Testator was at the time eighteen (18) years of age or older, of sound mind and under no constraint or undue influence. ~ i~ p j- ,f~, ARI. E. HN TNESS -- Sworn to and subscribed before me this 21st day of June, 2004. NOTARY PUBLIC MY COMMISSION EXPIRES: Natarlal Seal 5. Dawn Glatlfelter, Notary Public Dillsburgg Boro, York Countyy My Commiss(on Expires May 17, 2005 Member, PennsyNarna Association otNOtenes 3