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:
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(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.
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(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.
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Gail M. McClennan
Bonnie L. Lowman
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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
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C~~EiKTI Of MEIMSKVAMN• oVMflMtlrt Of NlM7N• VRAL MCOIIp~
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• 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
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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.
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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