The URL can be used to link to this page

Home My WebLink About06-17-11IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY ORPHANS' COURT DIVISION S~ r-,., ~ . . ~ ~ C~ ~ ~ ~ , ~, ~-~, ~: j_~ t--~ Estate of Catherine B. Fisher, Deceased ~~~ =~= ~ } 'v FILE N0.2008-00790 ? `- ~' ~ ~~ r PA N0.21-08-0790 `~ ~ ~~ c~ _.. ~`E =_--ry ~ PETITION FOR SETTLEMENT OF SMALL -c> -~+ `~`' ~~= ~' ESTATE IN ACCORDANCE WITH 20 Pa C S §3531 ?~ r ' ~ ~ ~? . . . , The petition of Thomas P. Andrews, Administrator, respectfully states: Catherine B. Fisher died on July 12, 2008, having resided at 229 Senior Drive, Shippensburg, PA 17257. 2. Decedent died intestate. Letters of Administration were issued to Thomas P. Andrews on July 30, 2008. 4. The first complete advertisement of the grant of letters was on January 8, 2011. The decedent was not married on the date death. 6. The names of the only persons having any interest as heirs or next of kin are Thomas P. Andrews of 33 W. Simpson Street, Mechanicsburg, PA 17055, Jane E. Stiffler of 1076 Lancaster Blvd., #16, Mechanicsburg, PA 17055, and Robert B. Andrews, of 4306 W. Ward Avenue, Ridgecrest, CA 93555, the living children of the decedent. `~ 7. The first and final account of Thomas P. Andrews, dated June 10, 2010, is attached hereto as Exhibit A. 8. The gross personal estate of the decedent totals less than $25,000, as shown on page 2 of the account. The decedent did not own any real estate. 9. The remaining unpaid creditors of the estate are shown on page 5 of the account. All of the claims are admitted. There are no other unpaid claimants of whom petitioner has notice or knowledge. 10. The Pennsylvania Inheritance Tax Return has been filed with the Register of Wills and there was no inheritance tax owed by petitioner. The inheritance tax statement from the Pennsylvania Department of Revenue showing that the tax return was changed, but that no tax is owed, is attached as Exhibit B. 11. The decedent was not a fiduciary in any other estate and was not a surety on the bond of a fiduciary. 12. Each of the unpaid creditors listed in the account and the persons having interest as heirs or next of kin has been served with a copy of this petition and the attached account. 2 WHEREFORE, petitioner respectfully requests the Court to order that the distributions previously made be approved as reflected in the attached account, that the entire distributable balance of the decedent's estate be distributed as proposed on page 5 of the account, and that Thomas P. Andrews be discharged from the duties of appointment as Administrator of the Estate of Catherine B. Fisher, Deceased. Respectfully submitted, BALL, MURREN & CONNELL ~~ `"-~ ~-C Thomas A. Capper PA ID No. 75020 2303 Market Street Camp Hill, PA 17011 G l7 ! (717) 232-8731 Dated: Counsel for Petitioner 1N THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY ORPHANS' COURT DIVISION FILE N0.2008-00790 PA N0.21-08-0790 FIRST AND FINAL ACCOUNT OF Thomas P. Andrews, Administrator For ESTATE OF CATHERINE B. FISHER, DECEASED Date of Death: Date of Incapacity, if any: Date of Administrator's Appointment: Date of First Complete Advertisement: Accounting for the period: 7/12/2008 None 7/30/2008 1 /8/2011 7/30/2008 to 6/10/2011 Thomas A. Capper Ball, Murren & Connell 2303 Market Street Camp Hill, PA 17011 (717) 232-8731 Supreme Court I.D. No. 75020 PRINCIPAL RECEIPTS Personal Effects (Valued as of Date of Death Automobile $ 7,000.00 Washer and Dryer 75.00 Garage Door Opener 25.00 Commerce Bank -checking account 1,113.82 $ 8,213.82 Subsequent Receipts 7/30/2008 Toews Corporation Management Fee Refund 3.84 9/11/2008 Automobile Insurance Refund 65.15 11/6/2008 Income Tax Refund 229.00 1/11/2010 Security Deposit Refund Cottages of Shippensburg 530.00 $ 827.99 TOTAL PRINCIPAL RECEIPTS $9,041.81 2 DISBURSEMENTS OF PRINCIPAL DEBTS OF DECEDENT (Class 3 and .Class 5 Claims - 20 Pa.C.S. &3392 10/1/2008 Belvedere Medical Corporation $ 65.00 10/1/2008 Carlisle Regional Medical Center (NCO Financial Systems, Inc.) 119.11 10/1/2008 Shippensburg Area E.M.S. (Commercial Acceptance Co.) 884.00 10/1/2008 Cumberland Valley Medical Svcs. 1,070.00 10/1/2008 Cottages of Shippensburg July 2008 Rent and Late Fee 545.00 $ 2,683.11 FUNERAL EXPENSES (Class 3 Claim - 20 Pa.C.S. X3392) 8/12/2008 Hollinger Funeral Home & Crematory, Inc. $ 2,022.81 ADMINISTRATION EXPENSES (Class 1 Claims - 20 Pa.C.S. &3392 7/30/2008 Register of Wills Probate Fees 78.00 8/9/2008 Register of Wills Short Certificates 15.00 11/25/09 Metro Bank Fee for returned check 10.00 1/18/2010 Ball, Murren & Connell Legal advertisements, photocopies, postage and telecopier 111.45 3/17/2011 Metro Bank Dormant account activity fee 1.00 3/29/2011 Ball, Murren & Connell Photocopies, postage and telecopier 21.78 3 5/5/2011 Ball, Murren & Connell Photocopies, postage and telecopier 19.10 $ 256.33 ADMINISTRATION EXPENSES -FEES (Class 1 Claims - 20 Pa.C.S. &3392 1/18/2010 Ball, Murren & Connell $ 1,369.50 Attorney's fees 3/29/2011 Ball, Murren & Connell 472.50 Attorney's fees 5/5/2011 Ball, Murren & Connell 429.00 $ 2,271.00 Attorney's fees TOTAL DISBURSEMENTS OF PRINCIPAL $7,233.25 NET AVAILABLE FOR DISTRIBUTION TOTAL PRINCIPAL RECEIPTS $9,041.81 TOTAL DISBURSEMENTS OF PRINCIPAL FOR ACCOUNT PERIOD Reserve for Attorney's fees and costs Ball, Murren & Connell Net Available for Distribution to Unpaid Creditors (7 2, 33.25) $ 1,808.56 $ 808.56 $1,000.00 4 UNPAID CREDITORS' CLAIMS - (Class 6 Claims - 20 Pa C S §3392) Amount % of Total Proposed Distribution Claimed Claimed (% of Total Claimed x $1,000) 1) Bank of America c/o DCM Services, LLC 4150 Olson Memorial Hwy, # 200 Minneapolis, MN 55422-4811 (Reference #6633255) $4,061.18 79% $790.00 2) Arrow Financial Services LLC c/o DCM Services, LLC 4150 Olson Memorial Hwy, # 200 Minneapolis, MN 55422-4811 (Reference #4704179) 543.98 10% $100.00 3) Comcast Harrisburg Service c/o Eastern Account System of Connecticut, Inc. P.O. Box 837 Newtown, CT 06470 (Acct. #23337791) 345.39 7% $70.00 4) PPL Gas Utilities P.O. Box 508 Lock Haven, PA 17745-0508 (Acct. #0814647-4) 82.91 2% $20.00 5) Capital One Bank P.O. Box 30285 Salt Lake City, UT 84130-0285 (Acct. #4862-3624-3988-7731) 64.66 1% 6) UGI -Central Penn Gas c/o Torres Credit Services, Inc. P.O. Box 189 Carlisle, PA 17013-0189 (Acct. #1983408) 54.21 1% $5,152.33 $10.00 $10.00 $1,000.00 5 Dated: c`~ ~ ~ (c ~~-~ l ,w._n,_ z~._ Thomas P. Andrews, Administrator Estate of Catherine B. Fisher, Deceased ~RIFICATIQN THOMAS P. ANDREWS, Administrator of the Estate of Catherine B. Fisher, Deceased, hereby declares under oath that he has fully and faithfully discharged the duties of his 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 either been paid in full or that all lrnown unpaid creditors have been identified as set forth in the Account; that all 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 months before the filing of the foregoing First and Final Account. This statement is made subject to penalties of 18 Pa.C.S. §4904, relating to unsworn falsification to authorities. THOMAS P. ANDREWS Dated: ~ 6 ~ ~ G ~ ~ ~ .BUREAU DF INDIVIDUAL TAXES INHERITANCE TAXDIVISION PO 80X280601 HARRISBURG PA 17128-0601 NOTICE OF INHERITANCE TAX penns~/wan~a APPRAISEMENT, ALLOWANCE 0R DISALLOWANCE DEPARTMENT OF REVENUE OF DEDUCTIONS.. AND. ASSESSMENT OF TAX REV-1547 EX AFP Clz-ov) DATE 02-23-2010 ESTATE OF FISHER CATHERINE B .;DATE OF DEATH 07-12-2008 :FILE NUMBER 21 08-0790 COUNTY CUMBERLAND THOMAS P ANDREWS ACN TO1 35 W SIMPSON ST APPEAL DATE: 04-24-2010 MECHANICSBUR6 PA:17055 (See reverse-side underObjecliorts) Amount Remitted ~-~ MAKE CHEGK`PAYABLE AND REMIT PAYMENT T0: RESISTER OF WILLS 1 COURTHOUSE SQUARE CARLISLE PA L7013 CUT ALONG-THIS LINE ---- RETAIN LOWER PORTION FOR YOUR RECORDS E-- ----------------- REV-1547 EX AFP C12-09~ NOTICE OF INHERTTANCE TAX APPRAISEMENT,-ALLOWANCE OR- DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF: FISHER CATHERINE BFILE N0.:21 OS-0790 ACN: 101 DATE: 02-23-2010 TAX.. RETURN WAS:( ) ACCEPTE- AS FILED ( X) CHANGEDSEE ATTACHED NOTICE APPRAISED VALU£ OF RETURN BASED ON: ORIGINAL RETURN 1. Real Estate'CSchedule A) (1) .DD NOTE: Ta ensure proper 2. Stocks and Bonds (Schedule B) {y) .0,0 credit to your account, 3. Closely Held Stock/Partnership Interest (Schedule C) C3), 00 submit the upper portion 4. Mortgages/Notes Receivable [Schedule D) (4) O D of'this form with your . tax' payment. 5. Cash/Bank Deposits/Misc. Personal Property tSchedule E) C5) 8,213..$2 6. Jointly Owned Property (Schedule F) C6) .OD ?. Transfers (Schedule G) (7) .O D 8. Total Assets (8) _ 8.213.82 APPROV ED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expanses/Adm. Costs/Misc. Expenses [Schedule H) {q) 7,] ~D g 10. Deb s/Mortgage Liabilities/Liens [Schedule I) {10) '.8,488.79 11. Total Deductions C11) 10,589.60 12. Net Value of Tax Return (12) 2,375.78- 13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .pD 14. Net Value of Estate Subject to Tax C14) 2,375.78- NOTE: If an assessment ,was issued previously, lines 14, 15 a nd/or 16, 17, 18 and 19 will reflect figures that include the total of ALL - returns assessed to date. ASSESSMENT OF TAX: ' 15. Amount of Line 14 at Spousal rate C15) .DO X 0 0 - .00 16. Amount of Line 14 taxable at Lineal/Class A rate C16) .n 0 X 045 = .00 17. Amount of Line 14 at Sibling rate C17) DO = . X 12 .00 18. Amount of Line 14 taxable a# Collateral/Class B rate (18) .00 X 15 - .00 19. Principal Tax Due (19) = .DO TAX CREDITS: PAYMENT DATE RECEIPT NUMBER DISCOUNT C+) INTEREST/PEN PAID (-) AMOUNT PAID TOTAL TAX PAYMENT QO BALANCE OF TAX DUE .00 INTEREST AND PEN. .00 TOTAL DUE .00 ^ IF PAID AFTER DATE INDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE DUE FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. <; ~~ INHERITANCE TAX ~~~~ • EXPLAN~-TION COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE OF C~-{ANDES BUREAU OF tND{VIDUAL TAXES PO Box 280607. " HARRISBURG. PA 7 7 1 28-060 7 DECEDENT'S NAME FILE NUMBER Catherine B. Fisher 2'! 08-U79fl ~;F1/IEVVED BY ACN Traceli Collins-Smith '101 x~ ITEM SCHEDULE Np, EXPLANATION Of CHANGES The value of the estate has been adjusted,as the result of the correction of 'an error in arithmetic. s ~. ~, x< F ~. ~` c: ORIGINAL Page 1