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Home My WebLink About06-01-12LAW OFFICES OF STEPHEN J. NOGG 19 S. HANOVER STREET SUITE 101 CARLISLE, PA 17013 ESTATE OF :COURT OF COMMON PLEAS ANN E. MINICH :CUMBERLAND COUNTY PENNSYLVANIA ORPHAN'S DIVISION FILE NO.: 21 11-0368 `---' :~ fir; .:- PETITION FOR SETTLEMENT OF AN ESTATE ~~ ` UNDER $25,000 UNDER X3531 OF THE PROBATE, ESTATES AND FIDUCIARIES CODES -1 The Petition of Curtis L. Minich, Administrator of the above entitled estate, respectfully represents: 1. Decedent is Ann E. Minich, who died January 25, 2011 with an address of 43 Pleasant Hall Road, Carlisle, Cumberland County, Pennsylvania; 2. Petitioner is Curtis L. Minich, Administrator of the Estate of Ann E. Minich; 3. Letters of Administration were granted to Petitioner on March 22, 2011 by the Deputy Register of Wills of and for Cumberland County, Pennsylvania; 4. The Decedent's estate on her date of death comprised of the following: 2005 Chrysler Sebring $3,750.00 1964 Plymouth Fury Unum Disability Payment $4,000.00 $1, 092.44 .~., ~.,, ~, ?? c~ ~-~- C~ ~ r .~ c~ -'Y7 ) '-i tV f.`.= i`ri x- Highmark Insurance Refund $ 28.67 Highmark Prescription Insurance Refund $ 10.28 Footlocker Stock Dividend $ 1.50 Unum Disability Lump Sum Benefit $4,096.65 2010 Federal Tax Refund $1 ,413.00 Footlocker stock $ 180.22 Estate sale $ 24.50 Footlocker Stock Dividend $ 1.65 CHECKING ACCOUNT Members 1st Checking Account No. 104389-11 $ 272.46 Members 1St Checking Account No. 76591-11 $ 712.06 Members 1St Savings Account No. 76591-00 $2,011.36 0040-19 Month CD 76591-40 $ 311.91 Estate Checking Account May Interest $ .05 Estate Checking Account June Interest $ .26 Estate Checking Account July Interest $ .24 LAW OFFICES OF STEPHEN J. HOGG 19 S. HANOVER STREET SUITE 101 CARLISLE, PA 17013 TOTAL GROSS ASSETS $17,907.25 5. Disbursements made on the decedent's account prior to the filing of this petition include: EXPENSES AND DISBURSEMENTS Members 1St (car loan) $5,184.61 JC Penney $ 20.00 Bon Ton $ 75.00 Members 1St Visa $ 125.00 Donald Heishman -lawn care $ 40.00 PPL Electric $ 252.00 PPL Electric (over budget amount 2010) $ 924.74 Comcast $ 129.73 Keller Financial Group $ 265.00 Estate sale classified ad $ 24.50 York Waste Disposal $ 48.54 York Waste Disposal - dumpster rental $ 360.93 Pest Control $ 143.50 ADMINISTRATIVE EXPENSES Hoffman-Roth Funeral Home Waggoners UMC Ladies Loyalty -Food Thank you cards, postage. video production Grave excavation Tombstone engraving Personal Representative Attorney Fee Probate fees Inventory and Inheritance Tax Form Filing Fee Advertisement: Cumberland County Law Journal The Sentinel Accounting (Est.) $5,617.41 $ 725.51 $ 400.00 $ 300.00 $ 116.00 $ 500.00 $3,000.00 $ 367.50 $ 30.00 $ 75.00 $ 176.92 $ 200.00 TOTAL EXPENSES AND DISBURSEMENTS $19,101.89 6. Pennsylvania Inheritance Return was filed with the Cumberland County Register of Wills on October 24, 2011 with said return showing the estate net value less than $25,000.00; 7. Ten days written notice of intention to present this petition to the Cumberland County Orphan's Court has been given to every unpaid beneficiary, heir or claimant who has not joined in the LAW OFFICES OF STEPHEN J. HOGG 19 S. HANOVER STREET SUITE 101 CARLISLE, PA 17013 petition or consented thereto; and 8. There is no net value to the estate available for distribution and therefore the Petitioner as the Administrator should be discharged. LAW OFFICES OF STEPHEN J. HOGG 19 S. HANOVER STREET SUITE 101 CARLISLE, PA 17013 C~ ~~ ~ -•~ Date: / ~~~,,-- .~° -, /~ ~ .-~ .'' ~~ Stephen J. Hogg, Esgfiire Counsel for the Estate of Ann E. Minich and Administrator, Curtis L. Minich NOTICE OF INHERITANCE TAX BUREAU OF INDIVIDUAL TAXES APPRAISEMENT, ALLOWANCE OR DISALLOWANCE INHERITANCE rnx DIVISION OF DEDUCTIONS AND ASSESSMENT OF TAX PO BOX 280601 HARRISBURG PA 17128-0601 STEPHEN J NOGG ESQ STE 102 19 S NANOVER ST CARLISLE PA 17013-3326 pennsylvania~`i DEPARTMENT OF REVENUE ~' REV-1547 EX AFP (12-11) DATE 04-23-2012 ESTATE OF MINICH ANN E DATE OF DEATH 01-25-2011 FILE NUMBER 21 11-0368 COUNTY CUMBERLAND ACN 101 APPEAL DATE: 06-22-2012 (See reverse side under Ohjections) 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 ------------------------------------------------------------------- REV-1547 EX AFP C12-11~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALL DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF ESTATE OF: MINICH ANN EFILE N0.:21 11-0368 ACN: TAX RETURN WAS: C X) ACCEPTED AS FILED C ) CHANGED APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. Real Estate (Schedule A) C1) 2. Stocks and Bonds (Schedule B) C2) 3. Closely Held Stock/Partnership Interest (Schedule C) 4. Mortgages/Notes Receivable (Schedule D) 5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) 6. Jointly Owned Property (Schedule F) 7. Transfers (Schedule G) 8. Total Assets APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) 10. Debts/Mortgage Liabilities/Liens (Schedule I) F- ------------------------ DWANCE OR TAX 101 DATE: 04-23-2012 .0 0 NOTE: To ensure groper .00 credit to your account, C3) .00 c4) .00 C5) 14,599.46 C6) 3, 307.79 In .00 submit the upper portion of this form with your tax payment. Ca) 17.907.25 C9) 1 1 , 508.34 Clo) 7,593.55 11. Total Deductions 12. Net Value of Tax Return 13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) 14. Net Value of Estate Subject to Tax 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 111) 19,101.89 C12) 1, 194.64- (13) .00 C14) 1,194.64- lines 14. 15 and/or 16, 17, 18 and 19 will of ALL returns assessed to date. 18. Amount of Line 14 taxable at Collateral/Class B rate 19. Principal Tax Due TAX CREDITS: C15) .00 X (16) .00 X (17) - 00 X Cls) .00 x 00 - .00 045 = .00 12 = .00 15 = .00 C19)= .00 PAYMENT DATE RECEIPT NUMBER DISCOUNT C+) INTEREST/PEN PAID (-) AMOUNT PAID 04-25-2011 CD014352 .00 10,000.00 TOTAL TAX PAYMENT 10,000.00 BALANCE OF TAX DUE 10,000.00CR INTEREST AND PEN. .00 TOTAL DUE 10,000.00CR ^ IF PAID AFTER DATE INDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE: DUE FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTION;.