HomeMy WebLinkAbout05-24-12IN RE: ESTATE OF CONNIE J. LEEDY :ORPHANS' COURT DIVISION
LATE OF NORTH MIDDLETON TOWNSHIP :COURT OF COMMON PLEAS
CUMBERLAND COUNTY
PENNSYLVANIA
NO. 21-10-0613
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PETITION FOR SETTLEMENT OF A SMALL ESTATE c~ _-,','
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PURSUANT TO 20 Pa.C.S.A. SECTION 3102 - -~~ _:
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TO: THE HONORABLE JUDGES OF SAID COURT: r'- ~ ~"
The Petition of Alexandra C. Leedy respectfully represents that: ~:~' ` ~'
1. Connie J. Leedy died on May 28, 2010, a resident of the North Middleton
Township, Cumberland County, Pennsylvania.
2. Petitioner, Alexandra C. Leedy, whose address is 33 Army Heritage Drive,
Carlisle, Pennsylvania, 17013, is of the Decedent, the Executrix named in
Decedent's Last Will and Testament dated September 23, 2008.
3. A Certificate of Grant of Letters Testamentary was issued to Petitioner by the
Register of Wills of Cumberland County Pennsylvania. on June 16, 2010.
4. Decedent's named heir in her Last Will and Testament dated June 16, 2010 is
your Petitioner.
5. At the time of Decedent's death, the only assets of which she was seized and
assets received by the estate after decedent's death were the following:
(A) Equity from sale of real estate
1141 Pheasant Drive South
Carlisle, PA 17013
$9,833.38
(B) Members First Federal Credit Union
Checking account number 279460-00 $72._53
(C) Members First Federal Credit Union
Savings Account Number 279XXX-XX $18.04
(D) Members First Federal Credit Union
Holiday Club Account Number 279XXX-XX $ 0.06
(E) Members First Federal Credit Union
Supplemental Savings Account Number 279XXX-XX $ L66
(F) M&T Bank -Checking Account Number XXXXXX4821 $58.11
(G) M&T Bank
Saving Account Number XXXXXXXXXX2313 $1,443.06
(H) AAA Life Insurance Company
Health Insurance reimbursement $250.00
(I) AARP Membership Refund $16.00
(J) Richard H. Jeffries, O.D. -Refund of overpayment $110.85
(K) 1996 Honda Civic LX Sedan -Title Number XXXXXXX2401 $725.00
(L) 1996 Jeep Grand Cherokee -Title Number XXX~~XXOl 06 $575.00
TOTAL $13,103.69
6. Petitioner has paid from the limited estate assets and her separate funds the
following debts associated with administration of the estate:
(A) Probate fees paid and anticipated $ 258.50
(B) Attorney's fees to Griffie and Associates $ 6000.00
(C} Funeral Serv. to Fogelsanger-Bricker Funeral Home $ 2840.15
(D) Orrstown Bank (banking fees) $ 9.50
(E) The Sentinel (Advertising) $ 187.54
(F) Cumberland Law Journal (Advertising) $ 75.00
(G) PPL Electric Utilities $ 242.14
(H) York Waste Disposal $ 44.93
(I) Family Exemption $ 3500.00
(J) Vital Records (Death Certificate) $ 18.00
TOTAL
$13,175.76
7. In addition, at the time of sale of the real estate owned by Decedent at 1141
Pheasant Drive North, Carlisle, Cumberland County, Pennsylvania, the mortgage
on the property was paid in full and all fees associated with the sale were paid in
full such that Petitioner recognized $9,833.38 as net proceeds from the sale.
8. Although this is an insolvent estate, Petitioner contributed from her funds to see
that the debts of the Decedent and all debts of the estate were paid.
9. There are no additional claimants or creditors of whom the Petitioner has
knowledge who have not received compensation.
10. As this is an insolvent estate, no Pennsylvania Inheritance Tax Return was due,
but an Inheritance Tax Return was filed and has been confirmed as per the Notice
of Inheritance Tax Appraisement, Allowance or Disallowance of Deductions and
Assessment of Tax which is attached hereto and incorporated herein as Exhibit
°A'
11. As this is an insolvent estate, no assets will be inherited by Petitioner, the sole
heir of this estate.
12. No additional notices are required to any parties in this matter.
WHEREFORE, Petitioner requests your Honorable Court to approve settlement
of this estate with payments of debts as noted in herein and no disbursements to the
named heirs.
Respectfully submitted,
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Bradley L. riffie, Esquire
Attorney,for Petitioner
Supreme Court ID#34349
GRIFFIE & ASSOCIATES, P.C.
200 North Hanover Street
Carlisle, PA 17013
(717)243-5551
(800)347-5552
NOTICE OF INHERITANCE TAX Pennsylvania ~
BUREAU OF INDIVIDUAL TAXES APPRAISEMENT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
INHERITANCE TAX DIYISION OF DEDUCTIONS AND ASSESSMENT DF TAX REV-1547 EX AFP (12-11)
PO BOX 280601
HARRISBURG PA 17128-D601
DATE 05-07-2012
ESTATE OF LEEDY CONNIE J
DATE OF DEATH 05-28-2010
FILE NUMBER 21 10-0613
COUNTY CUMBERLAND
BRADLEY L GRIFFIE ACN 101
200 N HANOVER ST APPEAL DATE: 07-0 6-2012
CARLISLE PA 17013-2423 (See reverse side under Objections)
Amount Remitted -~
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS t-
REV-1547 EX AFP C12-11~ NOTICE DF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT DF TAX
ESTATE OF: LEEDY CONNIE JFILE N0 .:21 10-0613 ACN: i01 DATE: 05-07-2012
TAX RETURN WAS: (X) ACCEPTED AS FILED ( ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) 90,000.00
NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) .00 credit to your account,
3. Closely Held Stock/Partnership Interest (Schedule C) C3) .00 submit the upper portion
of this form with your
4. Mortgages/Notes Receivable (Schedule D) (4) DO tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) C5) 4,314.34
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) .00
8. Total Assets (B) 94 , 314.34
APPROV ED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (q) 94.386.41
1D. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 2.297.22
11. Total Deductions C11) 96,683.63
12. Net Value of Tax Return C12) 2,369.29-
13. Charitable/Governmental Bequests; Non-elected 911 3 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax C14) 2,369.29••
NOTE: If an assessment was issued previously,
reflect figures that include the total
ASSESSMENT OF TAX:
15. Amount of Line 14 at Spousal rate
16. Amount of Line 14 taxable at Lineal/Class A rate
17. Amount of Line 14 at Sibling rate
lines 14, 15 and/or 16, 17, 18 and 19 wi1:L
of ALL returns assessed to date.
18. Amount of Line 14 taxable at Collateral/Class B rate
19. Principal Tax Due
TAX CREDITS:
cls) .00 X
C17) n0 X
(16) . 00 x
00 - .00
045 = .00
12 = .00
15 = .00
C19)= . 00
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID C-)
AMOUNT PAID
J
A
J
~ T~-
J
J
a
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), YDU MAY BE DUE
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.
VERIFICATION
I verify that the statements made in the foregoing document are true and correct. I
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: ~ I .
ALE NDRA LEEDY