HomeMy WebLinkAbout11-08-11IN RE: ESTATE OF NANCY L. MOOSE
LATE OF THE NORTH NEWTON TOWNSHIP
IN THE COURT OF COMMON PLEAS OF
:CUMBERLAND COUNTY, PENNSYLVANIA
ORPHANS' COURT DIVISION
N0.21-11-0897
PETITION FOR SETTLEMENT OF A SMALL ESTATE
PURSUANT TO 20 Pa.C.S.A. SECTION 3102 --~ ---
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TO: THE HONORABLE JUDGES OF SAID COURT:
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The Petition of Gloria Ann Anderson respectfully represents that: ~~ ~'; -
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1. Nancy L. Moose died on July 29, 2011, a resident of the North Newton Township,~~
Cumberland County, Pennsylvania.
2. Petitioner, Gloria Ann Anderson, whose address is 810 Greenspring Road,
Newville, Pennsylvania, 17241, is the daughter of the Decedent, and the
Executrix of the said Estate.
3. A Certificate of Grant of Letters Testamentary was issued to Petitioner by the
Register of Wills of Cumberland County, Pennsylvania, on August 23, 2011.
4. Decedent's sole heir is her daughter, Gloria Ann Anderson, Petitioner herein.
5. At the time of Decedent's death, the only assets of which she was seized was as
follows:
Household furnishings $ 605.00
ACNB Bank -Joint Checking Account with Petitioner $ 1,243.40
(Total value $2,486.79)
Total $ 1,848.40
6. Following Decedent's death, funds were received to the credit of Decedent'
Esr<<t^ ~~s follows:
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Reamstown Mutual Insurance Company $ 114.00
(Insurance premium refund)
Highmark $ 107.46
(Health insurance premium refund)
Total $ 221.46
7. The aforesaid assets, which total $2,069.86, are the only assets of which Decedent
was seized at the time of her death or which were received to the credit of
Decedent's estate after her death.
8. Debts of the Decedent at the time of his death, and payment of debt by Decedent
processed after death, are as follows:
(a) Carlisle Regional Medical Center (medical services) $ 70.42
(b) Darlene Pittman, Tax Collector $ 9.80
(2011 Personal tax}
(c) PPL Electric Utilities (Final electric billing) $ 161.14
(d) Griffie & Associates (Attorney's fees) $ 1,500.00
(e) Register of Wills (Probate fees) $ 111.50
(f) The Cumberland Law Journal -Advertising $ 75.00
(g) The Sentinel -Advertising $ 189.54
TOTAL $ 2,117.40
9. The checking account referenced in Paragraph 5, was jointly owned by Decedent
and Petitioner as joint tenants with the right of survivorship, and as such, became
Petitioner's sole asset at the time of Decedent's death.
10. Of the assets listed in paragraph 6 above, only the refund check from Reamstown
Mutual Insurance Company in the amount of $114.00, and the refund check from.
Hid}:~na.'k in the amount of $107.46, are actual assets available to the grate.
1 1. The indebtedness listed in paragraph 8 (a) through (g) was paid from the separate
funds of the Petitioner, the Executrix of the estate.
12. There are no additional assets from which any additional distributions can be
made from the estate, and Petitioner, who previously served as Power of Attorney
for Decedent, is aware there are no additional debts due from Decedent or
Decedent's estate to any parties.
13. There are no additional claimants or creditors of whom Petitioner has knowledge
who have not received full compensation.
14. Although this is an insolvent estate, a Pennsylvania Inheritance Tax Return has
been filed contemporaneously with filing this Petition, reflecting no tax being due
on this estate.
15. Although Decedent resided with Petitioner at the time of Decedent's death such
that Petitioner could claim a Family Exemption in this estate, Petitioner has not
requested distribution of the Family Exemption.
16. Advertisement of the Estate in the Cumberland Law Journal and The Sentinel, a
newspaper of general circulation in the community where the Decedent had lived,
was made on August 30, September 6, and September 13, 2011, in The Sentinel,
and on September 2, September 9, and September 16, 2011, in Cumberland Law
Journal.
17. Due to the financial circumstances of the estate, no estate account has been
opened with any financial institution.
18. The Re<~nistown Mutual Insurance Com~x:~zy Refi;nd in the amount of ~~ i ?.4.00
made payable to Deced~~:,t's Fstatc and the refund chcc?~ ~: ro.~1 Hi ~Tlmlark in the
amount of $107.46 made payable to Decedent's Estate cannot be processed
without a Court Order authorizing Petitioner to do so.
19. Pursuant to 20 Pa.C.S.A. §3102, the Court should authorize Petitioner to liquidate
the aforementioned assets and reimburse those funds to Petitioner for the funds
she advanced for the cost of the administration of the estate and indebtedness of
the Decedent as previously stated.
20. The funeral expenses of Decedent due and owing to Egger Funeral Home were
paid in full through an irrevocable funeral fund held by ACNB Bank.
21. As there are no unpaid creditors of Decedent, it is appropriate to approve the
Settlement of this Estate with no distributions to the heirs and with no additional
distributions or payments on the debts set forth herein which have not previously
been paid.
VdF~REFORE, Petitioner requests your Honorable Court to approve settlement
of this estate with no disbursements to any named heirs, with payment of the indebtness
as hereinbefore set forth, and with distribution of the aforementioned estate or Decedent's
assets to Petitioner.
Respectfully submitted,
Br . Gr' ie, Esquire
rney for Petitioner
Attorney ID # 34349
200 North Han~~-, ~r Street
Carlisle, PA 17013
~;717)2;~-5551
(800)347-5552.
I verify that the statements made in the foregoing document are true and correct.
understand that false statements herein are made subject to the penalties of 18 Pa.C.S.
Section 4904, relating to unsworn falsification to authorities.
DATE: J ~~ / J ,
Glorna Ann Anderson, Petitioner