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HomeMy WebLinkAbout06-08-11DECEDENT'S ESTATE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA ORPHANS' COURT DIVISION ESTATE OF BETTY A. TRIMMER , DI~CEASED No. 21-10-01151 PETITION FOR ADJUDICATION / STATEMENT OF PROPOSED DISTRIBUTION PURSUANT TO Pa. O.C. Rule 6.9 .rr+ ~iE,yf ~~e -.; 3 ~7 .--.. Y °° ~ ~~ © ~-~ ;_~ ;~C~ .~ ~ ~ ~-~" ~ -~ .. ~.° j This form may be used in all cases involving the Audit of the Account o f 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: MARCUS A. McKNIGHT, III Supreme Court I.D. No.: 25476 Name of Law Firm: IRWIN & McKNIGHT, P.C. Address: 60 WEST POMFRF,T STREET, CARLISLE, PA 17013 Telephone: (717) 249-2353 Fax:~717) 249-6354 Form OC-Ol rev. 10.13.06 Page 1 of 10 Estate of BETTY A. TRIMMER ,Deceased 1. Name(s) and address(es) of Petitioner(s): Name: ALICE I. GUTSHALL Address: 114 OAK HILL ROAD CARLISLE, PA 17013 Identify any executors or administrators who have not joined in the Petition for Adjudication and Statement of Proposed Distribution and state rf;ason: NONE Is this the first accounting by this fiduciary? ..................... Yes ~ No If not, identify prior accountings, the accounting periods covered, and the date of adjudication of the prior accounting. 2. Decedent died on 11/05/2010 Letters Testamentary or ~ Letters of Administration were granted to Petitioner(s) on Date of Will (if applicable): 05/07/2010 Date(s) of Codicil(s) (if applicable) Date of probate (if different from date Letters granted): 11/19/2010 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: THE SENTINEL, DEC 3. 10. 17. 2~ 1 ~ CUMBERLAND LAW JOURNAL -DEC 3, 10, 17, 20 l'~ 0 Form OC-Ol rev. 10.13.06 Page 2 of 10 Estate of BETTY A. TRIMMER _ ,Deceased 3. Was decedent survived by a spouse? ............................. ~ Yes ~ No If yes, name of the surviving spouse: 4. Has the surviving spouse filed to take an elective share? ............. Yes No (See Section 2201 et sic . 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 (if none, so state): NONE 6. Did decedent marry after execution of Will or Codicil(s)? ........... ~ Yes ~ No Were any children born to decedent after execution of Will or Codicil(s)? ........................................... Q Yes ~ No If yes, give names and dates of birth: Name: Date of Birt,~i: 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-01 rev. 10.13.06 Page 3 of 10 Estate of BETTY A. TRIMMER _ ,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 10 below. In addition, notice of any questions regl~iring 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. C>.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 OC-01 rev. 10.13.06 Page 4 of 10 Estate of BETTY A. TRIMMER Deceased 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. 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 representativf; of a deceased party, state date of death, date and place of grant of Letters and type of Letters granted. Form OC-Ol rev. 10.13.06 Page 5 of 10 Estate of BETTY A. TRIMMER _ ,Deceased 10. 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. Name and Address of Each Claimant Amount of Claim Claim Will Claim Admitted? Be Paid In Full? Yes Yes No No Yes ~ Yes ~No No Yes Yes No 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. 11. Was family exemption claimed? ................................ Yes No Was family exemption allowed? ................................ Yes No Family exemption claimant's name and relationship: Name: Relationship: Form OC-Ol rev. 10.13.06 Page 6 of 10 Estate of BETTY A. TRIMMER ,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: Date Payment Interes~r 02/04/2011 03/17/2011 2,250.00 57.97 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 anti state the position of the Petitioner(s) as to each question: NONE B. Has notice of the question requiring adjudication been given to the parties identified in Paragraph 9 above? .................. Yes No 15. If Petitioner(s) has/have knowledge that a share has been assignF;d, renounced, disclaimed or attached, provide a copy of the assignment, renunciation, disclaimer or attachment, together with any relevant supporting documentation. Form OC-01 rev. 10.13.06 Page 7 of 10 Estate of BETTY A. TRIMMER _ ,Deceased 16. Had the decedent been adjudicated an incapacitated person? .......... 0 Yes m 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. NONE 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. Amount. 1,375.00 Purpose: ANY ADDITIONAL TAX AND TAX PREPARATION 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 If so, attach a copy of the notice. 19. Is the Court being asked to direct the filing of a Schedule of Distribution? .... Yes mNo ..................... As to real estate only? ........................................ Yes No Form OC-Ol rev. 10.13.06 Page 8 of 10 Estate of BETTY A. TRIMMER _ ,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 Distributee(s) ALICE I. GUTSHALL B. Principal: Proposed Distributee(s) Amount/Proportion 237:,749.11 Amour,~t/Proportion Submitted By: (All petitioners must sign. Add additional lines if necessary): ALICE I. GUTSHALL, EXECUTRIX Name of Petitioner: ALICE I. GUTSHALL Name of Petitioner: Form OC-Ol rev. 10.13.06 Page 9 of 10 Estate of BETTY A. TRIMMER _ ,Deceased Verification of Petitioner (Verification must be by at least one petition.er,.) The undersigned hereby verifies * [that he~she is rule EXI~CUTRIX of the above-named name of corporation, 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 any false statements herein are made subject to the penalties of 18 Pa. C.S. § 4904 (relating to unsworn falsification to authorities). 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 have been made beyond the responses herein. Form OC-01 rev. 10.13.06 Page 10 of 10 ~~ ~~ ~ FIRST AND FINAL ACCOUNT AND PROPOSED DISTRIBUTION OF ALICE I. GUTSHALL, EXECUTRI:x OF THE ESTATE OF BETTY A. TRIMMER, DECEASED LATE OF THE BOROUGH OF CARLISLE, CUMBERLAND COUNTY Estate File #: 21-10-011 SI Estate Identification #: 27-6920487 Date of Death: Letters Granted: Dates of Advertisement: The Sentinel - Cumberland Law Journal - Account Stated To: Principal Receipts Net Gain or (Loss) on Conversions Receipts Subsequent to Inventory Adjusted Balance Debts of Decedent Costs of Administration Distributions to Beneficiaries Reserves Proposed Distributions November ", 2010 November 19, 2010 December ~, 10, 17, 2010 December ~, 10, 17, ZO10 June 6, 2011 SUMMARY d'c INDEX Pages Arnount 2 $339,2;59.97 2 $6,E-57.94 3 $2,C-25.35 3 $34'7,943.26 3 $5,359.39 4 $65,768.76 4 $33,676.00 4 $5,390.00 5 $23'7,749.11 mo . ,. ~-w , o ~~ ~~ Marcus A. McKni ht III Es uire ~ ~ IRWIN & McKNIGHT ~ ~ ~ f ~ ~~ ~' `~-~ ~± ' 60 West Pomfret Street ~ ~ ,. , -"' Carlisle, PA 17013 ~ ~ ~"' :,:.~ . ~ ._ --~ = (717) 249-2353 :~ ~ w -. ~! ~, r.,e~ ~.~ r,. . RECEIPTS OF PRINCIPAL Real Property: 921 West South Street, Carlisle, Pennsylvania Personal Property: Personal Property Sovereign Bank -Checking Account #1671022572 Citizens Bank -Checking Account #6100732053 Citizens Bank -Certificate of Deposit #6140693098 Citizens Bank -Certificate of Deposit #6140716012 Wachovia Bank -Checking Account Western National Life Insurance Company Annuity #xv214898 SunAmerica -Annuity #A634050399D Principal Financial Group -Annuity #8830080 TOTAL RECEIPTS OF PRINCIPAL Value of Assets Listed in Inventory (d/o/d value) Fiduciary Acquisition Value $125,000.00 $125,000.00 $676.00 $676.00 $5,415.96 $10,639.63 $24,492.15 $1,835.11 $1,454.45 $27,783.97 $8,464.76 $8,465.19 $41,805.96 $42,011.77 $3'7,561.82 $37,851.91 $9:x,553.76 $93,489.44 $339,259.97 $345,917.91 2 RECEIPTS SUBSEQUENT TO INVENTORY (Value When Received) 11/22/10 Centurytel, Refund ....................................................................................................$7.27 12/23/10 Comcast, Refund .......................................... .............................................................$7.80 01/20/11 Bankers Life and Casualty, Refund ............. .........................................................$171.90 02/04/11 Taxes from Sale of Real Estate .................... .........................................................$705.32 02/15/11 Bankers Life and Casualty, Refund ............. ......................................................$1,012.06 05/23/11 Penn National Insurance, Insurance Refund .........................................................$121.00 TOTAL RECEIPTS SUBSEQUENT TO INVENTORY ............................. $2,025.35 RECAPITULATION RECEIPTS RECEIPTS OF PRINCIPAL (Fiduciary Acquisition value) ...........................,................. $345,917.91 RECEIPTS SUBSEQUENT TO INVENTORY ......................................................... $2,025.35 TOTAL RECEIPTS OF PRINCIPAL & INCOME ...............,,................. X347,943.26 DISBURSEMENTS Debts of Decedent: 12/07/10 Borough of Carlisle, Real Estate Taxes .................................,...,.......................... $874.31 12/08/10 Horizon Eye Care, Medical ...................................................,...,....................... ... $129.12 12/15/10 Borough of Carlisle, Water/Sewer .........................................,........................... .....$65.94 12/ 15110 PP&L, Electric .................................................................................................. ..... $41.83 12/15/10 Hollinger Funeral Home, Funeral ..................................................................... $4,021.54 12/15/10 PP&L, Electric ......................................................................,........................... .....$38.18 O 1 /31 / 11 PP&L, Electric ....................................................................... .... ..... $3 8.94 02/ 11 / 11 PP&L, Electric .................................................................................................. ..... $15.90 02/ 11 / 11 The wBank of New York, Reimbursement of Foot Locker F'er.~sion ............... ..... $87.75 03/18/11 MIRA Orthopedics, Medical ............................................................................ .....$45.88 Subtotal: .................................................................................................................................. $5,359.39 3 Costs of Administration: 11/22/10 Roy D. Gottshall, Appraisal on Personal Property ...............................................$55.00 11/23/10 Cumberland Law Journal, Estate Notice ....................................................... .......$75.00 11 /29/10 Alice I. Gutshall, Reimbursement .................................................................. ..... $496.23 12/02/ 10 Alice I. Gutshall, Reimbursement .................................................................. .. $1,026.92 12/13/10 Irwin & McKnight, P.C., Reimbursement of Probate Fee ............................. .....$311.50 Ol/OS/11 Notary Fee ...................................................................................................... .........$5.00 O1/OS/11 Register of Wills, Short Certificate ............................................................... .........$4.00 O 1 /OS/ 11 The Sentinel, Estate Notice ............................................................................ ..... $187.54 O 1 / 11 / 11 Alice I. Gutshall, Reimbursement .................................................................. ..... $3 83.26 01/17/11 Alice I. Guttshall, Reimbursement ................................................................ .....$359.26 01/17/11 Register of Wills, Short Certificate ............................................................... .........$4.00 O 1 /31 / 11 Alice I. Gutshall, Reimbursement .................................................................. ....... $93.3 0 02/04/11 Closing Costs from Sale of Real Estate ......................................................... ..$1,395.78 02/04/11 Register of Wills, Agent, Inheritance Tax Prepayment .................................. $42,750.00 02/04/11 Register of Wills, Short Certificate ........................................................................$4.00 02/07/11 Irwin & McKnight, P.C., Partial Attorney Fee ........................., ...................... $5,000.00 03/14/11 Alice I. Gutshall, Executor Commission ........................................................ $13,000.00 03/14/11 Register of Wills, Filing Fee ..................................................................................$30.00 03/14/11 Register of Wills, Inheritance Tax ............................................,............................$57.97 03/18/11 Register of Wills, Additional Probate Fee ................................,,.........................$100.00 03/30/11 Citizens Bank, Drill Safe Deposit Box ......................................,.......................... $150.00 06/08/11 Register of Wills, Filing Fee (First and Final Account) ........,...,. .........................$280.00 Subtotal: ...............................................................................................,................................. $65, 768.76 Distributions to Beneficiaries: Alice I. Gutshall ...............................................................................,,........................$29,000.00 Alice I. Gutshall ...............................................................................,........................... $4,000.00 Personal Property, Transfer-in-Kind .............. $676.00 Subtotal: ................................................................................................................................. $33,676.00 Reserves: Irwin & McKnight, P.C., Final Attorney Fee ................................................................... $4,000.00 ............................................ Patricia A. Rosendale, CPA, Fiduciary Tax Return ................ $375.00 Reserve for Additional Taxes .......................................................................................... $1,000.00 Notary ............................................................................................................... $15.00 Subtotal: .................................................................................................................................. $5,390.00 TOTAL DISBURSEMENTS OF PRINCIPAL ...........................................$110,194.15 4 RECAPITULATION TOTAL RECEIPTS OF PRINCIPAL &INCOME .............................................. $347,943.26 TOTAL DISBURSEMENTS OF PRINCIPAL & INCOME .............................. -$110,194.15 BALANCE FOR FINAL DISTRIBUTION ................................................ $237,749.11 FINAL DISTRIBUTION Alice I. Gutshall ........................................................................................,....................$237,749.11 ENDING BALANCE $-0- COMMONWEALTH OF PENNSYLVANIA COUNTY OF CUMBERLAND ss Alice I. Gutshall, Executrix for the Estate of Betty A. Trimmer, deceased, hereby declares under oath [under penalty of perjury] 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; that, to her knowledge, there are no claims now outstanding against the Estate; and that all taxes presently due from the estate have been paid. Alice I. Gutshall, Executrix Sworn and subscribed before me this ~ ~-, day of June, 2011. ~~31"IIWONWEALTH OF PENNSYLVANIA Notarial Seal ~~ Karen S. Noel, Notory Publk CarNsle eoro, Cumbwi~nd County .~~ ~ r~~ ~ My Commissian Dac. 8 2011 Not Public MEMBER, PENhtSriVANYA ~~ ~ NOTARtes 6