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HomeMy WebLinkAbout06-11-12 DECEDENT'S ESTATE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA ORPHANS' COURT DIVISION ESTATE OF JEAN FRALISH ,DECEASED No. 21-06-0355 „_, ~, _ _~~ ~' ~= ' 4- 1~' 7 .~ .~ _.3 PETITION FOR ADJUDICATION / ~u~ '" ~-~.''- STATEMENT OF PROPOSED DISTRIBUTION C1' -7 ~t7 --~ 't7 ~; rli -,~, PURSUANT TO Pa. O.C. Rule 6.9 ~ ~ ~ N ~;.~ rn3 a ~ ~o ~c This form may be used in all cases involving the Audit of the Account of a Decedent's Estate. If space is insuff dent, riders may be attached. Attach the spouse 's election, if any; the papers required under items 8-19 inclusive; and any instrument pertinent to the adjudication. INCL UDE ATTACHMENTS AT THE BACK OF THIS FORM. Name of Counsel: Cory A. Leshner Supreme Court I.D. No.: 310377 Name of Law Firm: Law Offices of Cory A. Leshner, LLC Address: 2023 N. 2nd Street, Suite 201 Harrisburg, PA 17102 Telephone: (717) 909-9999 Fax:~7171909-9009 Form OC-Ol rev. 10.13.06 Page 1 Of I O Estate of JEAN FRALISH Deceased Name and Address of Each Parry in /nterest ~ Relationship and Comments, if any ~ /nterest ~~Br ~~nt7g~ rI its urg, Issue 1 /8 a~o~~~ .ely3 ar is e, Issue 1 /8 ~1~&S teat+'61~ ~5<3shhK~~q CA~~} 1~0 p J't~ah i ~5.ba-' S~JSe / ' B. Identify each party who is not sui juris (e.g., minors or incapacitated persons). For each such party, give date of birth, the name of each Guardian and how each Guardian was appointed. If no Guardian has been appointed, identify the next of kin of such party, giving the name, address and relationship of each. N/A C. State why a Petition for Guardian/Trustee Ad Litem has or has not been filed for this Audit (see Pa. O.C. Rule 12.4). N/A D. If distribution is to be made to the personal representative of a deceased party, state date of death, date and place of grant of Letters and type of Letters granted. N/A Form oc-nl rev. 10.13.06 Page 5 of 10 Estate of JEAN FRALISH ,Deceased 10. Other than the claim for the family exemption, list the names of all known claimants and the amount of their claims and state whether each claim is admitted. Name and Address of Each Claimant Amount of Claim Claim Will Claim Admitted? Be Paid In Full? NeighborCare 30,703.05 Q/ Yes ~ Yes c/oRobert D. Kodak, Esquire ~No ~ No 407 N Front St Harrisburg, PA 17101 Yes Yes No No Yes ~ Yes No No Yes Yes No No If the estate is insolvent, attach a schedule setting forth the order of preference under 20 Pa.C.S. § 3392 and the proposed payments. 11. Was family exemption claimed? .............................. . Was family exemption allowed? .............................. . Family exemption claimant's name and relationship: Name: James Frahsh Relationship: SpOUSe /®Yes ®No DYes ~No Form OG01 rev. 10.13.06 Page 6 0f 10 Estate of JEAN FRALISH Deceased 12. The amount of Pennsylvania Transfer Inheritance Tax and additional Pennsylvania Estate Tax paid, the date(s) of payment(s), and the interest(s) upon which paid, are as follows: Date SQi~~l~a Payment Interest 13. On the date of death, was the decedent a fiduciary (personal representative, trustee, guardian, agent under power of attorney) or surety on the bond of a fiduciary? ................... ~ Yes /® No If yes, provide the name of the estate, indicate whether an account has been filed and confirmed absolutely and all awards performed, or, in the alternative, how the decedent's estate will be discharged for the decedent's fiduciary administration of the estate. 14. A. Describe in detail any questions requiring adjudication and state the position of the Petitioner(s) as to each question: N/A B. Has notice of the question requiring adjudication been given to the parties identified in Paragraph 9 above? ............ ~.... ~ Yes ~ No 15. If Petitioner(s) has/have knowledge that a share has been assigned, renounced, disclaimed or attached, provide a copy of the assignment, renunciation, disclaimer or attachment, together with any relevant supporting documentation. ff ~I Form OC-01 rev. 10.13.06 Page 7 Of 1 ~ Estate of JEAN FRALISH Deceased 16. Had the decedent been adjudicated an incapacitated person? .......... ~ Yes ~ No If yes, attach a copy of the Order if available; otherwise state the Court, term, number, date, and name of Hearing Judge. 17. A. List or attach a separate list of additional receipts and disbursements since the closing date of the Account. ~~ B. Has notice of the additional receipts and disbursements been given to the parties identified in Paragraph 9 above? ............. ~ Yes ~ No 18. If a reserve is requested, state amount and purpose. Amount: Purpose: If a reserve is requested for counsel fees, has notice of the amount of fees to be paid from the reserve been given to the A r '~ parties in interest? ...................................rv Yes ~No If so, attach a copy of the notice. 19. Is the Court being asked to direct the filing of a Schedule of Distribution? .......................... Yes /®No As to real estate only? ........................................ Yes /®No Form OGOI rev. 10.13.06 Page $ Of ] Q Estate of JEAN FRALISH Deceased Wherefore, your Petitioner(s) ask(s) that distribution be awarded to the parties entitled and suggest(s) that the distributive shares of income and principal (residuary shares being stated in proportions, not amounts) are as follows: A. Income: Proposed Drstributee(s) NeighborCare James Fralish Christian Fralish B. Principal: Proposed Distributee(s) Adam Fralish Aaron Beidel Leanne Sutton Amount/Proportion 7675.76 1/2 1/8 Amount/Proportion 1/8 1/8 1/8 Submitted By: (All petitioners must sign. Add additional lines if necessary): e of Petiti ner: James Fralish Name of Petitioner: Form oc-or rev. gyn. X3.06 Page 9 of 10 Estate of JEAN FRALISH Verification of Petitioner (Verification must be by at least one petitioner.) The undersigned hereby verifies * [that tieishe is r~rre Deceased of the above-named name of~orpo.Qao~ and] that the facts set forth in the foregoing Petition for Adjudication /Statement of Proposed Distribution which are within the personal knowledge of the Petitioner are true, and as to facts based on the information of others, the Petitioner, after diligent inquiry, believes them to be true; and that any false statements herein are made subject to the penalties of 18 Pa. C.S. § 4904 (relating to unsworn falsification to authorities). Si ature of Petitioner * Corporate petitioners must complete bracketed information. Certification of Counsel The undersigned counsel hereby certifies that the foregoing Petition for Adjudication/ Statement of Proposed Distribution is a true and accurate reproduction of the form Petition authorized by the Supreme Court, and that no changes to the form have been made beyond the responses herein. -- - ror„1 oc~-oi rev. ~n.~3.o6 Page 10 of 10 IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PA. ORPHANS COURT DIVISION FILE NO. 21-06-0355 FIRST AND FINAL ACCOUNT OF James Fralish, Administrator For Estate of Jean Fralish, Deceased Date of Death: 06/13/06 Date of Incapacity, if any: None Date of Administrator's Appointment: 06/20/06 Date of First Complete Advertisement: 09/16/06 Accounting for the period: 06/20/06 to 06/13/12 Purpose of Account: The Administrator offers this Account to acquaint interested parties with the transactions that have occurred during the Administration. It is important that the Account be carefully examined. Requests for additional information, questions or objections can be discussed with Cory A. Leshner ID #310377 cal'r~;coryleshner.cem Law Offices of Cory A. Leshner LLC 2023 N. 2"d Street, Suite 201 Harrisburg, PA 17102 (717) 909-9999 (717) 909-9009 FAX r,., ~ TF { , ... ~~, ~ ~+' _ i C7~~, _1 J ~..:.. f7C> ~ '~ Q ( _ ~; , ~ ~ C _ ~ ~~~ ~ "Fl 1 Summary of Account Principal Receipts from Litigation Less Disbursements: Debts of Decedent Attorney Fees Litigation Costs Estate Tax Balance before Distributions Distributions to Beneficiaries Principal Balance on Hand 72,675.76 61,719.76 1,940.24 1,272.04 $200 00__0.00 -137,607.80 62,392.20 -62,92.20 0 2 Principal Receipts Assets Listed in Inventory (Valued as of Date of Death) Gross Proceeds from Litigation/Cash Total Principal Receipts Disbursement of Principal (Date) NeighborCare (Date) Medicare (Date) Attorney Fees Law Office of Cory A. Leshner (Date) Litigation Expenses Law Offices of Cory A. Leshner (Date) Estate Tax Register of Wills Total Disbursement of Principal Distributions of Principal to Beneficiaries (Date) James Fralish (Date) Christian Fralish (Date) Adam Fralish (date) Aaron Beidel (Date) Leanne Sutton Total Distributions to Beneficiaries Total Principal On Hand $200,000.00 7,675.76 65,000.00 61,719.76 1,940.24 1,272.04 ~1~ 5~7 $4 31,196.08 7,799.03 7,799.03 7.799.03 7,799.03 ~Q n~~ James Fralish, Administrator of the Estate of Jean Fralish -, VERIFICATION James Fralish, Administrator of the Estate of Jean Fralish, 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 been paid in full; that, to his knowledge, there are no claims outstanding against the Estate; 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. ~ ( ~ 1, ((~' ~, Date Jame ralish, ~" 4 IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PA. ORPHANS COURT DIVISION FILE NO. 21-06-0355 CERTIFICATE OF SERVICE I, C~ A._Leshner hereby certify that on the ~ ~~ of ~~~ ~ z 2012 I served one (1) copy each of the First and Final Account, upon the person(s) indicated below, by United States mail first-class,~osta~e pre_~aid, which satisfies the requirements of the Pennsylvania Rules of Civil Procedure: Robert D. Kodak, Esquire 4t}7 N I~4ront St Harrisburg, PA 1.7101 (Attoi7rey f-or Neighboreare) Christian Fralish, 75 John King Lane Mechanicsburg, PA l 7050 Adam Fralish, 75 John King Lane Mechanicsburg, PA 17050 Aaron Beidel, 13 Fisher Run Road Dillsburg, PA 17019 Leanne Sutton, 55 Gasoline Alley Carlisle, PA 17013 - ---) _--- l,_ / _ __. ,- ,- .~-%' __ fi _~-~-_ _- - -T __ _. .~__ '"~Co .Leshner, E~q'~ ~ aw Offices of Cory A. Leshner 2023 N. 2"d Street, Suite 201 Harrisburg, PA 17102