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HomeMy WebLinkAbout01-13-11I M ~ DECEDENT'S ESTATE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA ORPHANS' COURT DIVISION ESTATE OF BEULAH L. BAUM No. 21-09-1056 DECEASED PETITION FOR ADJ(1DICATION / STATEMENT OF PROPOSED DISTRIBUTION PURSUANT TO Pa. O.C. Rule 6.9 c rs p y c~ ;~= E ; . -n ;~~..~ w - , J ~ N t_rn v y s.~ ~`~ ~i c: This form may be used in all cases involving the Audit of the Account of a Decedent's Estate. If space is insufficient, riders may be attached. Attach the spouse's election, if any; the papers required under items 8-19 inclusive; and any instrument pertinent to the adjudication. INCL UDE ATTACHMENTS AT THE BACK OF THIS FORM. Name of Counsel: Stephen J. Hogg, Esquire Supreme Court I.D. No.: 36812 Name of Law Firm: Address: 19 S. Hanover Street, Ste. 101, Carlisle, PA 17013 Telephone: 7172452698 Fax: 7172450829 Form OC-01 rev. 10.!3.06 Page 1 of 10 i~ Estate of BEULAH L. BAUM 1. Name(s) and address(es) of Petitioner(s): Name: Arla D. Basile Address: 940 Forest Court Cazlisle, PA 17013 Identify any executors or administrators who have not joined in the Petition for Adjudication and Statement of Proposed Distribution and state reason: Deceased Is this the first accounting by this fiduciary? ..................... Q Yes ^ No If not, identify prior accountings, the accounting periods covered, and the date of adjudication of the prior accounting. 2. Decedent died on November 5, 2009 ® Letters Testamentary or Letters of Administration were granted to Petitioner(s) on Date of Will (if applicable): Date(s) of Codicil(s) (rfapplicable): Date of probate (f different from date Letters granted): Was a bond required? Yes ~ No If yes, state amount: Are proofs of advertising of the grant of Letters attached? ......... ~ Yes ~ No Dates of advertising of the grant of Letters: 12/11/09, 12/18/09, 12/25/09 Form OC-01 rev. 10.13.06 Page 2 of 10 . . Estate of BEULAH L. BAUM Deceased 3. Was decedent survived by a spouse? ............................. ^Yes m No If yes, name of the surviving spouse: 4. Has the surviving spouse filed to take an elective share? ............. ^Yes m No (.See Section 2201 et sue. of the Probate, Estates and Fiduciaries Code) If yes, date of election: 5. In the case of an intestacy, state the names of the decedent's surviving children or surviving issue of deceased children (f none, so state): 6. Did decedent marry after execution of Will or Codicil(s)? ........... ^Yes m No Were any children born to decedent after execution of Will or Codicil(s)? ........................................... ^Yes ^ No If yes, give names and dates of birth: Name: Date of Birth: 7. If required by the Medical Assistance Estate Recovery Act, 62 P.S. § 1412, was a request for a statement of claim sent to the Department of Public Welfare? .............................. ®Yes ^ No Form OC-Ol rev. 10.13.06 Page 3 of 10 Estate of BEULAH L. BAUM Deceased 8. Written notice of the Audit as required by Pa. O.C. Rules 6.3, 6.7 and 6.8 has been or will be given to all parties in interest listed in item 9 below, all unpaid creditors and all claimants listed in item ] 0 below. In addition, notice of any questions requiring Adjudication as discussed in item 14 below has been or will be given to all persons affected thereby. A. if Notice has been given, attach a copy of the Notice as well as a list of the names and addresses of the parties receiving such Notice. B. If Notice is yet to be given, a copy of the Notice as well as a list of the names and addresses of the parties receiving such Notice shall be submitted at the Audit together with a statement executed by a Petitioner or counsel certifying that such notice has been given. C. If any person entitled to Notice is not sui juris (e.g., minors or incapacitated persons), Notice of the Audit has been or will be given to the appropriate representative on such party's behalf as required by Pa. O.C. Rule 5.2. D. If any charitable interest is involved, Notice of the Audit has been or will also be given to the Attorney General as required under Pa. O.C. Rule 5.5. In addition, the Attorney General's clearance certificate (or proof of service of Notice and a copy of such Notice) must be submitted herewith or at the Audit. 9. List all parties (charitable and non-charitable) of whom Petitioner(s) has/have notice or knowledge, having or claiming any interest in the estate as beneficiaries under the Will or Codicil(s) or as intestate heirs if there is a complete or partial intestacy: A. State each party's relationship to the decedent and the nature of each party's interest(s): Form OGO1 rev. 10.13.06 Page 4 of 10 . Y ` Estate of BEULAH L. BAUM Deceased C. State why a Petition for Guardian/Trustee Ad Litem has or has not been filed for this Audit (see Pa. O.C. Rule 12.4). D. If distribution is to be made to the personal representative of a deceased party, state date of death, date and place of grant of Letters and type of Letters granted. Form OC-O! rev. 10.!3.06 Page 5 of 10 B. Identify each party who is not .sui juris (e.g., minors or incapacitated persons). For each such party, give date of birth, the name of each Guardian and how each Guardian was appointed. If no Guardian has been appointed, identify the next of kin of such party, giving the name, address and relationship of each. Estate of BEULAH L. BAUM Deceased 0. Other than the claim for the family exemption, list the names of all known claimants and the amount of their claims and state whether each claim is admitted. 11 Name and Address of Each Claimant Amount of Claim Claim N'ill Claim Admitted? Be Paid /n Fu1!? QYes ^ Yes ~No ~ No Yes ^ Yes ~No ©No Yes Yes ONo ~ No ^Yes Yes ~No ~ No if the estate is insolvent, attach a schedule setting forth the order of preference under 20 Pa.C.S. § 3392 and the proposed payments. Was family exemption claimed? ................................ DYes ~No Was family exemption allowed? ................................ Yes mNo Family exemption claimant's name and relationship: Name: Relationship: Form OC-0/ rev. l0.13A6 Page 6 of ] 0 ~ r Estate of BEULAH L. BAUM Deceased 12. The amount of Pennsylvania Transfer Inheritance Tax and additional Pennsylvania Estate Tax paid, the date(s) of payment(s), and the interest(s) upon which paid, are as follows: D°te Pavment /merest 02/05/ 10 08/05/ ] 0 4,000.00 838.40 13. On the date of death, was the decedent a fiduciary (personal representative, trustee, guardian, agent under power of attorney) or surety on the bond of a fiduciary? ................. . . ~ Yes ~ No If yes, provide the name of the estate, indicate whether an account has been filed and confirmed absolutely and all awards performed, or, in the alternative, how the decedent's estate will be discharged for the decedent's fiduciary administration of the estate. 14. A. Describe in detail any questions requiring adjudication and state the position of the Petitioner(s) as to each question: B. Has notice of the question requiring adjudication been given to the parties identified in Paragraph 9 above? .................. ~ Yes 0 No I5. If Petitioner(s) haslhave knowledge that a share has been assigned, renounced, disclaimed or attached, provide a copy of the assignment, renunciation, disclaimer or attachment, together with any relevant supporting documentation. Form OG01 rev. /0.13.06 Page 7 of 10 .e ^ Estate of BEULAH L. BAUM Deceased 16. Had the decedent been adjudicated an incapacitated person? .......... ~ Yes ~ No If yes, attach a copy of the Order if available; otherwise state the Court, term, number, date, and name of Hearing Judge. 17. A. List or attach a separate list of additional receipts and disbursements since the closing date of the Account. B. Has notice of the additional receipts and disbursements been given to the parties identified in Paragraph 9 above? ............. ~ Yes ~ No 18. If a reserve is requested, state amount and purpose. Purpose: If a reserve is requested for counsel fees, has notice of the amount of fees to be paid from the reserve been given to the parties in interest? ........................................ Yes ~No 1f so, attach a copy of the notice. 19. Is the Court being asked to direct the filing of a Schedule of Distribution? .......................... DYes ~No As to real estate only? ........................................ Yes ^No FormOC-01 rev.l0.13.06 Page 8 of 10 } •' 1 Estate of BEULAH L. BAUM Deceased Wherefore, your Petitioner(s) ask(s) that distribution be awarded to the parties entitled and suggest(s) that the distributive shares of income and principal (residuary shares being stated in proportions, not amounts) are as follows: A. Income: Proposed Distrtbntee(.c) Arla D. Basile B. Principal: Proposed Distributee(s) Arla D. Basile AmounUProportion 100% Amount/Propartion 100% Submitted By: (All petitioners must sign. Add additional lines if necessary): Name of Petitioner: Arla D. Basile Name of Petitioner: Form OC-0/ rev. /0.!3.06 Page 9 of 10 ,~, ,. Estate of BEULAH L. BAUM Deceased Verification of Petitioner (Verification must be by at least one petitioner.) The undersigned hereby verifies * [that heisne she is nde Executrix of the above-named name ojcorporalion Estate and] that the facts set forth in the foregoing Petition for Adjudication /Statement of Proposed Distribution which are within the personal knowledge of the Petitioner are true, and as to facts based on the information of others, the Petitioner, after diligent inquiry, believes them to be true; and that anv false statements herein are made subject to the penalties of 18 Pa. C.S. § 4904 (relating to unsworn falsification to authorities). Cam. ~~ Signature of Petitioner * Corporate petitioners must complete bracketed information. Certification of Counsel The undersigned counsel hereby certifies that the foregoing Petition for Adjudication/ Statement of Proposed Distribution is a true and accurate reproduction of the form Petition authorized by the Supreme Court, and that no changes to the form hav a made beyond the responses herein. r %~ Signature of Counsel r P titioner Form OC-Ol r¢r. lOJ3.06 Page ] 0 of 10 .-~ . ~. IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA ORPHAN'S COURT DIVISION NO. 21 09-1056 ESTATE OF BEULAH L. BAUM PROPOSED DISTRIBUTION OF $102 681 67 D. Basile - 100% $102.681.67 LAW OFFICES OF STEPHEN J. HOGG 19 S. HANOVER STREET SUITE 101 CARLISLE, PA 17013 ~. . IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA ORPHAN'S COURT DIVISION NO. 21-09-1056 FIRST AND FINAL ACCOUNT OF ARLA D. BASILE, EXECUTRIX FOR ESTATE OF BEULAH L. BAUM Date of Death: November 5, 2009 Letters Testamentary Granted: Advertising Grant of Letters: The Sentinel: 12/11/09, 12/18/09, 12/25/09 Cumberland Law Journal: 12/18/09, 12/25/09. 01/01/10 Accounting Filed: ACCOUNT FINAL AS OF: LAW OFFICES OF STEPHEN J. HOGG 19 S. HANOVER STREET SUITE 101 CARLISLE, PA 17013 ~ o ~, `- ~, ,, b ~.. z, ;~' fi '' ~ ~~ `- ~ ~~ ` = C., `' IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA ORPHAN'S COURT DIVISION NO. 21-07-0101 ESTATE OF BEULAH L. BAUM Purpose of the Account: Arla D. Basile, Executrix of this Estate files this Accounting to acquaint interested parties with the transactions that have occurred during her 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 T Checking Account No. 9838898626 $9,397.14 ate Checking Account Interest -November $ .37 ate Checking Account Interest -December $ .32 ate Checking Account Interest -January $ .20 ate Checking Account Interest -February $ .04 ate Checking Account Interest -April $ .01 Subtotal $9,398.08 NG Financial Annuity Life Insurance R company Refund $1,578.69 Nest Shore A.L.S. Refund $ 80.75 'rudential Refund $ 23.80 'rudential Refund $ 21.25 Subtotal $1,704.49 $113,000.00 Subtotal $113,000.00 'AL GROSS ASSETS $124,102.57 LAW OFFICES OF STEPHEN J. HOGG 19 S. HANOVER STREET SUITE 101 CARLISLE, PA 17013 DISBURSEMENTS OF PRINCIPAL ~ffman Roth $ 28.92 ~ornwald Home $6,014.61 'est Shore EMS $ 127.27 W. Barrett Real Estate $ 350.00 illenium Pharmacy $ 70.52 Subtotal Debts $6,591.32 ADMINISTRATIVE EXPENSES LAW OFFICES OF STEPHEN J. HOGG 19 S. HANOVER STREET SUITE 10] CARLISLE, PA 17013 'ersonal Representative's Commission $6,205.13 attorney fees $3,000.00 probate fees $ 256.00 advertisement: Cumberland Law Journal $ 75.00 Carlisle Sentinel $ 225.05 nheritance Tax Return Filing Fee $ 30.00 =ina1 Accounting Filing Fee $ 200.00 Subtotal Admin Expenses $9,991.18 nheritance Tax Paid $4,838.40 'OTAL EXPENSES AND DISBURSEMENTS $21,420.90 'OTAL GROSS ASSETS $124,102.57 .ESS EXPENSES AND DISBURSEMENTS $ 21,420.90 JET ESTATE AMOUNT FOR DISBURSEMENT $102,681.67 CONSENT TO DISTRIBUTION I, the undersigned party in interest in the Estate of Beulah L. Baum, aver I have received and read a copy of the attached First and Final Accounting with a proposed final distribution schedule. I understand the proposed distribution and have no objection thereto. Date: / - / o- / / ai-.~~ .~ ~~„~ ARLA D. BASILE LAW OFFICES OF STEPHEN J. HOGG 19 S. HANOVER STREET SUITE 101 CARLISLE, PA 17013 VERIFICATION I, Arla D. Basile, do hereby verify that I am the Petitioner herein, and that the facts set forth in the aforegoing First and Final Accounting are true to the best of my knowledge, information and belief, upon information supplied. I understand that false statements herein are subject to the penalties of 18 Pa. C.S.A. §4904, relating to unsworn falsifications to authorities. Date: /-/ /- / ~ ~~~,c., ~ L3ia~~p ARLA D. BASILE Sw rn to or affirmed a~ subscribed to before me by witnesses, this _ day of , 2010. `/~ Nota Public My Commission Expires: .___. NOTARIAL 8$A(, BMplwn J. Ha00~ ~Y PubNc CHltsl~ ~. ~n~Derhnd Co. PA M' ~ 1Explro~ s.pa„~e.r a, soya LAW OFFICES OF STEPHEN J. HOGG 19 S. HANOVER STREET SUITE 101 CARLISLE, PA 17013 WILL OF BEULAH L. BAUM I, Beulah L. Baum, 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 my daughter, Arla D. Basile. Should she predecease me, I leave my estate to my grandson, Heath Jones. 4. I appoint Arla D. Basile as Executrix of this my last Will. If she should predecease me or cease to act in such capacity, I appoint Heath Jones as alternate. 5. The Executrix 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 Executrix acting under this Will shall be required to enter bond in any jurisdiction. IN WITNES WHER F, I have hereunto set my hand this ~l3 day of , 2005. ~'~~ ~, ~3 ~~~ Beulah L. Baum LAW OFFICES OF STEPHEN J. HOGG 19 S. HANOVER STREET SUITE 101 CARLISLE, PA 17013 r ' LAW OFFICES OF STEPHEN J. HOGG 19 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 Beulah L. Baum, 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. WITNESS WITNESS .' i ... ACKNOWLEDGMENT State of Pennsylvania ss County of Cumberland I, Beulah L. Baum, 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. ~~ ,~ ~4.wv~r Beulah L. Baum Sworn to or affirmed and acknowledged be'fo-re~ by Beulah L. Baum, the testatrix, this lG day of ~~~ 2005. ~ , ' NOTARIAL SEAL STEPHEN J. NOGG, NOTARY PUBLiL R#RLISLE BORO, CUMBERLAND CO. i~r: ~1Y t>01d~1~S10N EXPSRES SEPTEAIBeR:f, ZOC3 AFFIDAVIT State of Pennsylvania ss County of Cumberland We, ,~~Sa K ~~~ Y~and " . o the witnesses whose names are signed to the attached or foregoing 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 each 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 so d mind and nder no constraint or undue influence. /~ -lr ~-- v --~ Sworn to or aff' d and s 'scribed to b fore me by witnesses, this ~~1 day of ~~~1~ -E 0 . LAW OFFICES OF STEPHEN J. NOGG 19 S. HANOVER STREET NOTARIAL SEAL Notary Public/Att r ey STEPHEN J. NOGG NOTARY PU7 SUITE I O l CARLISLE, PA 17013 , LIC CARLISLE BORO, CUMBERLAND CO., PA YrCOMMISS1pNExPIRESSEPTEIABrRa,2D06 2Q10-Dec-13 06:16 PM Embarq 7172456150 {• REGISTER OF WILLS CUMBERLAND COUNTY PENNSYLVANIA No. CERTIFICATE OF GRANT OF LETTERS PA No . 21- 09- 1056 Estate Of : BEULAH L BAUM rFrxr, AFddl~ u:u a/k/a : BEULAH B BAUM Late Of : CARLISLE BOROUGH CUMBERLAND COUNTY Deceased Social Securi ty No : 203-10-9214 WHEREAS, on the 13th day of November 2009 an instrument dated March 10th 2005 was admitted to probate as the last will of BEULAH L BAUM pGx4 Afidx7t LYq a/k/a BEULAH B BAUM late of CARLISLE BOROUGH, CUMBERLAND County, who died on the 5th day of November 2009 and, WHEREAS, a true copy of the will as probated is annexed hereto. THEREPORE, I, GLENDA EARNER STRASBAUGH Register of Wills in and for CT7I~ERLAND County, in the Commonwealth of Pennsylvania, hexeby certify that I have this day gxanted Letters TESTAMENTARY to: ARLA D BASILE who has duly qualified as EXECUTORfR/X1 and has agxeed to administer the estate according to law, all of which fully appears of record in my office at CUMBERLAND COUNTY COURT HOUSE, CARL/SLE, PENNSYLVANIA. IN TESTIMONY WHEREOF, I have hereunto set my hand and affixed the seal of my office on the 13th day of November 2009. l~ V 1 lJLL ^~/fe, ~~ AAJ~ L~1 .1 f~T.~ o L .~agis rn(7.~.f ~Y 1/1 **NOTE** ALL NAMES ABOVE APPEAR (FIRST, MIDDLE, LAST) .3 -,~ PROOF OF PUBLICATION State of Pennsylvania, County of Cumberland Lames Kleinklaus, Director of Sales and Marketing,. of The Sentinel, of the County and State aforesaid, being duly sworn, deposes 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): December 11,18 & 25, 2009 COPY OF NOTICE OF PUBLICATION +~4~ ~ , 7 Ii ~. _ 1 - `~~ .NOTICE~Q ADMINISTRATION Letters tlf Testemehiary an fhe~Estate of BEULAH L: BAUM, late of Cumfrerland County, Carlisle, PA, deceased, have been granted to the untlerslgned.. ; All persona knowing themselves to tre indebted to said Estate will make ~ ~ ` payment immediately, end those having claims will presenLthem for ~.. ~ wtuementto: ,. ~ ' ~~, .,, "~ ~ArIa D. Basile'-~Ezeoutriz r.#, ,.4.,,. ,. - -040 Forest Court ±~~Cgrllsle,PA77012 Bte hsnJ H , ~ ~ ~` p, ogg,Eaquln 19 S Hanover treat, Suite 101 -.' .c; ~^;~• ~ . ~ -~~; Cedlsle, PA 1707.3... ., ,~ 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. IVIy commission expires: c~tiMr.ie_r~,~~JCnc_r~, ai~rr=+svl-'~,,at~t~, NO??FtRiALSEAI 4 4~1M~31 ANfv HECKENOORN, Notarq Putriic ` Gams! H1p P,o;o., Cumberland CoUni , ;'tAv i<;or»miss;eo >=Ypires January 27, ~1t? . 1 Notary Public M ~ ~ •~ 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 law, 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 designated 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, vlz: December 18 December 25.2009 & January 1, 2010 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 aze true. Coyne, Editor AND SUBSCRIBED before me this 1 day of January, 2010 - Notary /' Baum, Beulah L., deed. Late of Carlisle. Executrix: Arla D. Basile, 940 For- est Court, Carlisle, PA 17013. NOTAkIAL SEAL Attorney: Stephen J. Hogg, Es- DEBORAH A COLLINS quire, 19 S. Hanover Street, Suite Nclary Public 101, Carlisle, PA 17013. CARLISLE BORO, CUM3ERLAND COUNTY My Commission Expires Apr 28, 2010 ~. .. . BUREAU OF INDIVIDUAL TAXES INNERITANCE TAX DIVISION Po a6x zaosol HARRISBURG PA 17126-6601 STEPHEN J NOGG 19 S HANOVER ST STE 101 CARLISLE PA 17D13 INHERITANCE TAX STATEMENT OF ACCOUNT Pennsylvania i DEPARTMENT OF REVENUE REV-1607 EX AFP Q2-09) DATE 12-06-2010 ESTATE OF BAUM BEULAH L DATE OF DEATH 11-05-2009 FILE NUMBER 21 09-1056 COUNTY CUMBERLAND ACN 101 Amount Remitted MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS 1 COURTHOUSE SQUARE CARLISLE PA 17013 NOTE: To •nsu re proper cra dit to your account, submit tho upper portion of this forty with your tax payment. CUT ALOONG aTHIS L_I}~NlE _ _~- RETAINS LsOW~ERR PORTION FOR YOUR RECORrD*{S~ ~EV-w16UYmEJ[wA~~w(1~~0~5 w wmw*** INHEIF1~1fiCE ~AX SIATEMEN~wOFwA~CUU1rYwm~ww wwwwwwmwwwwmwwwwm~ ESTATE OF:BAUM BEULAH L FILE NO.: 21 09-1056 ACN: 101 DATE: 12-06-2010 THIS STATEMENT PROVIDES CURRENT STATUS OF THE STATED ACN IN THE NAMED ESTATE. 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: 10-04-2010 PRINCIPAL TAX DUE: 4,838.40 PAYMENTS CTAX CREDITS): PAYMENT RECEIPT DISCOUNT C+) DATE NUMBER INTEREST/PEN PAID C-) AMOUNT PAID 02-05-2010 CD012328 210.53 4,000.00 08-05-2010 CD013170 .00 838.40 11-15-2010 REFUND .00 210.53- TOTAL TAX PAYMENT 4,838.40 BALANCE OF TAX DUE .DO INTEREST AND PEN. .DO TOTAL DUE DO + IF PAID AFTER THIS DATE, SEE REVERSE SIDE FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), VDU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. ,. .. IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA ORPHAN'S COURT DIVISION NO. 21 09-1056 ESTATE OF BEULAH L. BAUM PROPOSED DISTRIBUTION OF $102,681.67 Lnw orric~s or STEPHEN J. HOGG 19 S. HANOVER STREET SUITE 101 CARLISLE, PA 17013 D. Basile - 100% $102.681.67 ;.. , 4-_; ~.: ~ ~ ~ ~' ,- c-~ .~.. ,, ~, ~ T, z , ''-} ~> 7 ~ w '~?''J CJ "~ - n ~;r ' '~ ~? , ~ i v ~~ n C7