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HomeMy WebLinkAbout07-07-11F '.i-.4j~1~~,•r,'r..i '.i Ems,-l~j~ 1/i F'~; i JAL ` I ~'?;, } F i ~' s„J ~~K of ORt'NAN`S C~JUR? Com~~~~~nylvania Cumberland County Cumberland County Court House Carlisle, Pa 17013 Dear Ms Glenda Farner Strasbaugh, Re: Minerva A Beam A/k/a/ Elizabeth Minerva Beam Date of Death: 10/18/2010 File number: 2010-01203 Pa File number: 21-10-1203 S.S. # 198-22-8253 Karen Ammerman Administrator for the Estate of Minerva Beam 408 Burgners Road Carlisle, Pa 17015 717-249-6762 July 2, 2011 As you know I am the personal representative of Minerva Beam. I believe I have completed all the necessary paper work concerning the creditors of this estate. Enclosed you will find the notice of inheritance tax appraisement, a letter to Stephen Hogg responding to his petition to withdraw as counsel through your office and copies of letters to creditors who have filed a lean on this estate. I do not object to Stephen Hogg withdrawing. He was very helpful up until the time that it would have been a waste of funds for an estate that appears to be insolvent. There will not be enough funds in the estate to pay the outstanding liabilities once the funeral expenses have been paid. Hopefully I have met all the necessary criteria in closing this estate. I am waiting for responses from the numerous creditors that have been sent notices of this estate's status. If you requite any further information please do not hesitate to contact me. Yo truly, wren Ammerman Cc: Susan Martin, daughter Stephen Hogg ESQ 4 enclosures: Copies of letters to...Stephen J. Hogg, Commonwealth of Pa Dept of Public Welfare, Ascension Point Recovery, Notice of Inheritance tax appraisement (l Stephen J. Hogg 19 S. Hanover Street- Suite 101 Carlisle, Pa 17013 Dear Stephen, Re: Minerva Beam Date of death: 10/18/2010 Karen Ammerman Administrator for the Estate of Minerva Beam 408 Burghers Road Carlisle, Pa 17015 717-249-6762 July 2, 2011 I have received your petition to withdraw as counsel dated the 24'~ of June 2011 from the Court of Common Pleas. I am writing this letter to let you know that it is fine, as I do believe Minerva's estate is pretty much taken care of. I do want to thank you for all your assistance. I am enclosing a check for your services. I added together your hourly breakdown from December 16, 2010, the total from Sentinel and the Cumberland Law Journal, which Lisa told me you, had paid. Your Hourly Breakdown $420.00 Sentinel 208.78 Cumberland Law Journal 75.00 $ 703.78 I am hoping this is the correct balance owed to you from Minerva Beam's Estate. Enclosed you will find a copy of the notice of inheritance tax appraisement. As the estate appears to be insolvent and there will not be enough funds in the estate to pay the outstanding liabilities once the funeral expenses have been paid I sent letters to all of Minerva's creditors, a check to Ronan Funeral Home and a check to you in the above amount, If you require any further information please do not hesitate to contact me. Again thank you for your assistance in this matter. It has been a learning experience for me and I have been able to use my long unused typing skills. (Which, I rather enjoyed) Yours truly, Karen Ammerman Cc: Susan Martin, Cumberland County Court of Common Pleas, Orphans' Court Division 3 Enclosures: Check for &703.78, Notice of inheritance tax appraisement, Copy of letter to Ms. Glenda Farner Strasbaugh Karen Ammerman Administrator for the Estate Minerva Beam 408 Burghers Road Carlisle, Pa 17015 717-249-6762 Commonwealth of Pennsylvania Department of Public Welfare Bureau of Program Integrity Division of Third Party Liability Estate Recovery Program P.O. Box 8486 Harrisburg, Pa 17105-8486 Atten: Nathan L. Snyder TPL Program Investigation Dear Nathan, Re: Minerva Beam Former Address: 16 S Enola Drive, Apt. 305 Enola, Pa 17025-2733 Date of death: 10/18/2010 Account/reference number: CIS # 840129722 SS#: 198-22-8253 As you know from past discussions, I am the personal representative of Minerva Beam. Enclosed you will find a copy of her death certificate, my short letter & notice of inheritance tax appraisement. The Department of Public Welfare had maintained a claim in the amount of $6,244.76 against Minerva's estate. As the estate appears to be insolvent and there will not be enough funds in the estate to pay the outstanding liabilities once the funeral expenses have been paid, please would you confirm whether you would write the debt off? If you require any further information please do not hesitate to contact me. Also, Nathan, you may not remember our conversations, but they were very helpful to me so I thank you for that. Thank you again for your co-operation in this matter. Yours truly, Karen Ammerman July 2, 2011 Cc: Susan Martin Enclosures: Copy Death certificate, Short certificate, Inheritance tax appraisement Karen Ammerman Administrator for the Estate Of Minerva Beam 408 Burgners Road Carlisle, Pa 17015 717-249-6762 July 2, 2011 Ascension Point Recovery Services LLC 200 Coon Rapids Blvd, Suite 200 Coon Rapids, MN 55433-5876 Attention: Erin DeRemer-MN Bar # 039081 Re: Minerva Beam, Deceased -Estate # 2010-01203 Former Address: 16 S Enola Drive, Apt 305 Enola, Pa 17025-2733 Date of Death: 10/18/2010 Account/Reference numbers: 386885 $1,212.63 Blair 383281 $ 554.08 Haband Dear Erin, This is in response to the Lean at Court of Common Pleas of Cumberland County, Pennsylvania, Orphans' Court Division on the Estate of Minerva Beam and also on the collection notice from your company signed by Christina Mallen. I would like to handle both of these amounts in this one letter. Enclosed your will find a copy of Minerva's death certificate, my short letter & notice of inheritance tax appraisement. You have maintained a claim in the amounts of $ 1,212.63 & $ 554.08 for a total of $1,766.71 against Minerva's estate. As the estate appears to be insolvent and there will not be enough funds in the estate to pay the outstanding liabilities once the funeral expenses have been paid, please would you confirm whether you would write the debts off? If you require any further information please do not hesitate to contact me. Thank you in advance for your co-operation. Sincerely yours Karen Ammerman Cc: Court of Common Pleas of Cumberland County, Pennsylvania Orphan's Division Enclosures: Death certificate, Short certificate, Inheritance tax app., copy of org. claim NOTICE OF INHERITANCE TAX BUREAU OF INDIVIDUAL TAXES APPRAISEMENT, ALLOWANCE OR DISALLOWANCE INHERITANCE TAX DIVISION OF DEDUCTIONS AND ASSESSMENT OF TAX PO BOX 280601 HARRISBURG PA 17128-0601 KAREN AMMERMAN 408 BURGNERS RD CARLISLE PA 17015 Pennsylvania ~ DEPARTMENT OF REVENUE REV-1547 EX AFP C12-10) DATE 06-20-2011 ESTATE OF BEAM MINERVA A DATE OF DEATH 10-18-2010 FILE NUMBER 21 10-1203 COUNTY CUMBERLAND ACN 101 APPEAL DATE: 08-19-2011 (See reverse side under Objections Amount Reaitted MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS 1 COURTHOUSE SQUARE CARLISLE PA 17013 CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS- (-~ ------------------------------------------------------- ----------- --- REV-1547 EX AFP C12-10~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE ____ __ __ __ _ ___- D.LSALLOWANDE__QE. I?ED~~'CLONS_AND ASSESSMENT OF_TAX _ ESTATE OF: BEAM MINERVA AFILE N0.:21 10-1203 ACN: 101 ------ ---------- OR _ _____ ____.__ __ _ DATE: Ob-20-2011 TAX RETURN WAS: (X) ACCEPTED AS FILED ( ) CHANGED APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. Real Estate (Schedule A) (1) .00 NOTE: To ensure proper (2) .00 credit to your account, 2. Stocks and Bonds (Schedule B) 00 subwit the upper portion 3. Closely Held Stock/Partnership Interest (Schedule C) (3) . of this forty with your 4. Mortgages/Notes Receivable (Schedule D) (4) .00 tax paywent. 5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 7,7 09.04 6. Jointly Owned Property (Schedule F) (b) .00 7. Transfers (Schedule G) (7) .00 (8) 7.709.04 8. Total Assets APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expenses/Adw. Costs/Misc. Expenses (Schedule H) (g) 8.282.08 10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 8.98 1.1 b (11) 17,263.24 11. Total Deductions (12) 9 , 554.20 - 12. Net Yalue of Tax Return 00 13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) . 14. Net Value of Estate Subject to Tax C14) 9,554.20- NOTE: If an assessment was issued previously, lines 14, 15 and/or 16, 17, 18 and 19 will reflect figures that include the total of ALL returns assessed to date . ASSESS MENT OF TAX: _ 00 00 - 00 15. Amount of Line 14 at Spousal rate (15) . X . 16. t of Line 14 taxable at Lineal/Class A rate Clb) Amoun _ 00 x 045 ° . 00 _.~ _ __ __ 17. _ _ Amount of Line 14 at Sibling rate C17) .00 X 12 ° .00 18. Amount of Line 14 taxable at Collateral/Class B rate C18) .00 X 15 = .00 (19)= .00 19. Principal Tax Due TAX CR EDITS: PAYMENT RECEIPT DISCOUNT (+) I AMOUNT PAID I DATE NUMBER INTEREST/PEN PAID.(-) TOTAL TAX PAYMENT .00 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" (CR). YOU NAY BE DUE FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. 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