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HomeMy WebLinkAbout08-09-121 DECEDENT'S ESTATE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA ORPHANS' COURT DIVISION ESTATE OF BRUCE H. MIZELL ,DECEASED No. 2 I -10- 1124 Q ~, ~ 1 ~ ~ PETITION FOR ADJUDICATION / ` ~ ~ '~ ' STATEMENT OF PROPOSED DISTRIBUTION !! ^ ~~ , ~ ` -~ , ` PURSUANT TO Pa O C Rule 6 9 °~-, ~ ~ , `-- -; '- ~ . . . . , , ~~ C~~ D L~ Q ~ This form may be used in all cases involving the Audit of the Account of a Decedent's Estate. If space is insufficient, riders may be attached. Attach the spouse's election, if any; the papers required under items 8-19 inclusive; and arty instrument pertinent to the adjudication. INCL UDE ATTACHMENTS AT THE BACK OF THIS FORM. Name of Counsel: Stephen J. Hogg, Esquire Supreme Court I.D. No.: 36812 Name of Law Firm: Law Offices of Stephen J. Hogg Address: 19 S. Hanover Street, Ste. lOl Carlisle, PA 17013 Telephone: ('117) 245-2698 Fax: (7l 7) 245-0829 Form OC-O] rev. 10.13.06 Page 1 of 10 Estate of BRUCE H. MIZELL 1. Name(s) and address(es) of Petitioner(s): Name: Clinton E. Mizell Address: 571 N. Middleton Road Carlisle, PA 17013 Deceased Identify any executors or administrators who have not joined in the Petition for Adjudication and Statement of Proposed Distribution and state reason: Is this the first accounting by this fiduciary? ..................... ~ Yes ~ No If not, identify prior accountings, the accounting periods covered, and the date of adjudication of the prior accounting. 2. Decedent died on October 21, 2010 Letters Testamentary or ~ Letters of Administration were granted to Petitioner(s) on Date of Will (if applicable): February 23, 1978 Date(s) of Codicil(s) (if applicable): Date of probate (f different from date Letters granted): November 10, 2010 Are proofs of advertising of the grant of Letters attached? ......... ~ Yes ~ No Dates of advertising of the grant of Letters: 12/3/10, 12/l0/10 and 12/17/10 Was a bond required? Yes ~ No If yes, state amount: Form oc-ol rev. ~0.~3.06 Page 2 of 10 Estate of BRUCE H. MIZELL Deceased 3. Was decedent survived by a spouse? ............................. ^Yes Q No If yes, name of the surviving spouse: 4. Has the surviving spouse filed to take an elective share? ............. Yes ©/ No (See Section 2201 et sue. of the Probate, Estates and Fiduciaries Code) If yes, date of election: 5. In the case of an intestacy, state the names of the decedent's surviving children or surviving issue of deceased children (if none, so state): 6. Did decedent marry after execution of Will or Codicil(s)? ........... Q Yes ®/ No Were any children born to decedent after execution of Will or Codicil(s)? ........................................... ~ Yes /® No If yes, give names and dates of birth: Name: Date of Birth: 7. If required by the Medical Assistance Estate Recovery Act, 62 P.S. § 1412, was a request for a statement of claim sent to the Department of Public Welfare? .............................. Yes ~ No Form oc-o~ rein. 10./3.06 Page 3 of 10 Estate of BRUCE H. MIZELL Deceased 8. Written notice of the Audit as required by Pa. O.C. Rules 6.3, 6.7 and 6.8 has been or will be given to all parties in interest listed in item 9 below, all unpaid creditors and all claimants listed in item 10 below. In addition, notice of any questions requiring Adjudication as discussed in item 14 below has been or will be given to all persons affected thereby. A. If Notice has been given, attach a copy of the Notice as well as a list of the names and addresses of the parties receiving such Notice. B. If Notice is yet to be given, a copy of the Notice as well as a list of the names and addresses of the parties receiving such Notice shall be submitted at the Audit together with a statement executed by a Petitioner or counsel certifying that such notice has been given. C. If any person entitled to Notice is not sui juris (e.g., minors or incapacitated persons), Notice of the Audit has been or will be given to the appropriate representative on such party's behalf as required by Pa. O.C. Rule 5.2. D. If any charitable interest is involved, Notice of the Audit has been or will also be given to the Attorney General as required under Pa. O.C. Rule 5.5. In addition, the Attorney General's clearance certificate (or proof of service of Notice and a copy of such Notice) must be submitted herewith or at the Audit. 9. List all parties (charitable and non-charitable) of whom Petitioner(s) has/have notice or knowledge, having or claiming any interest in the estate as beneficiaries under the Will or Codicil(s) or as intestate heirs if there is a complete or partial intestacy: A. State each party's relationship to the decedent and the nature of each party's interest(s): Form oc-ol rev. /0./3.06 Page 4 of l 0 Estate of BRUCE H. MIZELL Deceased 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. 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). 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. Form OC-0/ rev. 10.13.06 Page S Of I Estate of BRUCE H. MIZELL ,Deceased l0. 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 !n Ful/? DYes Q Yes ~No ~ No 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. 1 1. Was family exemption claimed? ................................ Yes ~No Was family exemption allowed? ................................ Yes /®No Family exemption claimant's name and relationship: ,'Name: Relationship: Form OC-01 rev. 10.13.06 Page 6 Of I O Estate of BRUCE H. MIZELL 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 Pavnrent !merest 03/09/ l 2 07/12/12 3,373.07 64.17 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: 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. Form OC-01 rev. 10.13.06 Page 7 of 10 Estate of BRUCE H. MIZELL 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. l 7. 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 0 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 parties in interest? ........................................ 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 oc-o~ rev. io.13.06 Page 8 of ] 0 Estate of BRUCE H. MIZELL ,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 Distributee(s) B. Principal: Proposed Distributee(s) Amount/Proportion Amount/Proportion Submitted By: (All petitioners must sign. Add additional lines if necessary): Name of Petitioner: Clinton E. Mizell Name of Petitioner: Form oc-ol rev. 10.13AG Page 9 of 10 Estate of BRUCE H. MIZELL ,Deceased Verification of Petitioner (Verification must be by at least one petitioner.) The undersigned hereby verifies * [that he~sj~e he is r;rle Executor of the above-named name o,J~oorporar;on Estate 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 l 8 Pa. C.S. § 4904 (relating to unsworn falsification to authorities). Signature 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. Form oc-ni rev. in. r x.06 Page ] 0 of ] 0 PROOF OF PUBLICATION State of Pennsylvania, County of Cumberland Tackle Cox, Retail Sales Manager, of The Sentinel, of the County and State aforesaid, being duly sworn, deposes and says that THE SENTINEL, a newspaper of general circulation in the Borough of Carlisle, County and State aforesaid, was established December 13th, 1881, since which date THE SENTINEL has been regularly issued in said County, and that the printed notice or publication attached hereto is exactly the same as was printed and published in the regular editions and issues of THE SENTINEL on the following day(s): December 3, December 10 and December 17, 2010 COPY OF NOTICE OF PUBLICATION NOTICE OF ADMINISTRATION _etters of Testamentary on the Estate of BRUCE H. MIZELL, late of Cumberland County, Carlisle, PA, deceased, have been granted to the undersigned. 411 persons knowing themselves to be indebted to said Estate will make' payment immediately, and those having claims will present them for settlement to: Stephen J. Hogg, Esquire 19 South Hanover Street, Suite 101 3adisle, PA 17013 Clinton E. Mizell, Executor - 571 North Middleton Road Gartisle, PA 17013 Affiant further deposes that he/she is not interested in the subject matter of the aforesaid notice or advertisement, and that all allegations in the foregoing statement as to time, place and character of publication are true. Sworn to and subs 'bed before me this (7~ ~DJb Notary Public My commission expires: NOTARIAL SEAL BAMBIANN HECKENDORN Notary Public CARLISLE BOROUGH, CUMBERLAND CNTY My Commission Expir?s Jan 21, 2014 PROOF OF PUBLICATION OF NOTICE IN CUMBERLAND LAW JOURNAL (Under Act No. 587, approved May ] 6, 1929), P. L.1784 COMMONWEALTH OF PENNSYLVANIA COUNTY OF CUMBERLAND ss. Lisa Marie Coyne, Esquire, Editor of the Cumberland Law Journal, of the County and State aforesaid, being duly sworn, according to law, deposes and says that the Cumberland Law Journal, a legal periodical published in the Borough of Carlisle in the County and State aforesaid, was established January 2, 1952, and designated by the local courts as the official legal periodical for the publication of all legal notices, and has, since January 2, 1952, been regularly issued weekly in the said County, and that the printed notice or publication attached hereto is exactly the same as was printed in the regular editions and issues of the said Cumberland Law Journal on the following dates, VIZ: December 3 December 10 and December 17 2010 Affiant further deposes that he is authorized to verify this statement by the Cumberland Law Journal, a legal periodical of general circulation, and that he is not interested in the subject matter of the aforesaid notice or advertisement, and that all allegations in the foregoing statements as to time, place and character of publication are true. r A' ~ ~ Z- L' Marie Coyne, E ltor SWORN TO AND SUBSCRIBED before me this 17 of December, 2010 Notary Mizell, Bruce H., decd. Late of Cumberland County. Executor: Clinton E. Mizell, 571 N. Middleton Road, Carlisle, PA 17013. Attorney: Stephen J. Hogg, Es- NOTARIAL SEAL quire, 19 S. Hanover Street, Suite DEBORAH A COLLINS 101, Carlisle, PA 17013. Notary Public CARLISLE BOROUGH, CUMBERLAND COUNTY My Commission Expires Apr 2~, 2014 IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA ORPHAN'S COURT DIVISION NO. 21 10-1124 ESTATE OF BRUCE H. MIZELL PROPOSED DISTRIBUTION OF $71,469 86 Clinton E. Mizell - 100% $71,469.86 Total Estate Value $71,469.86 ~B~ lip ~~ IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA ORPHAN'S COURT DIVISION NO. 21-10-1124 FIRST AND FINAL ACCOUNT OF CLINTON E. MIZELL, EXECUTOR FOR ESTATE OF BRUCE H. MIZELL LATE OF NORTH MIDDLETON TOWNSHIP Date of Death: October 21, 2010 Letters Testamentary Granted: November 10, 2010 Advertising Grant of Letters: The Sentinel: 12/03/10, 12/10/10, 12/17/10 Cumberland Law Journal: 12/03/10, 12/10/10, 12/17/10 Accounting Filed: 2012 ACCOUNT FINAL AS OF: LAW OFFICES OF STEPHEN J. HOGG 19 S. HANOVER STREET SUITE 101 CARLISLE, PA 17013 ~.., n .. ~~ {~~ .~~ -r-1 rw- .: a rn 'I"..r ter`-.. ~ 4~ . , t L. { r~ , 40 _._, r 1 _ :~ n ~' 1,_ r ra ~ ~ c~ - , N IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA ORPHAN'S COURT DIVISION NO. 21-10-1124 ESTATE OF BRUCE H. MIZELL Purpose of the Account: Clinton E. Mizell, Executor of this Estate files this Accounting to acquaint interested parties with the transactions that have occurred during his execution. The Account also indicates the proposed distribution of the estate. It is important for the Account to be carefully examined. Requests for additional information or questions or objections can be discussed with the undersigned Attorney for the Estate. Stephen J. Hogg, Esquire 19 S. Hanover Street, Suite 101 Carlisle, PA 17013 (717) 245-2698 Attorney for Estate LAW OFFICES OF STEPHEN J. HOGG 19 S. HANOVER STREET SUITE 101 CARLISLE, PA 17013 RECEIPTS OF PRINCIPAL REAL ESTATE 571 North Middleton Road, Carlisle PA 17013 $72,800.00 CASH M&T Bank Checking Account # 98181475 $ 7,534.85 Interest Payment 11/15/10 $ 0.05 Interest Payment 01/14/11 $ 0.01 Magnolia Mobile Home VIN: FGJEDMV8900 $ 3,000.00 Amherst Mobile Home VIN: C11131 $ 4,000.00 Subtotal $87,334.91 LAW OFFICES OF STEPHEN J. NOGG 19 S. HANOVER STREET SUITE 101 CARLISLE, PA 17013 RFFl1N1~S Claremont Nursing & Rehab $ 1,777.93 TOTAL GROSS ASSET $89,112.84 DISBURSEMENTS OF PRINCIPAL DEBTS OF DECEDENT Physicians of Rehabilitation, Industrial Spine $ 102.40 Medicine, P.C. Flenniken Family Dentistry P.C. $ 183.64 Subtotal Debts $ 286.04 ADMINISTRATIVE EXPENSES Ewing Brothers Funeral Home, Inc. $4,776.02 Personal Representative's Commission $4,455.64 Attorney fees $4,000.00 Probate fees $ 145.50 Additional Probate fee $ 120.00 Advertisement: Cumberland Law Journal $ 75.00 Carlisle Sentinel $ 187.54 Inheritance Tax Return Filing Fee $ 30.00 Final Accounting Filing Fee $ 130.00 Subtotal Admin Expenses $13,919.70 Inheritance Tax Paid 03/09/12 $3,373.07 Inheritance Tax Paid 07/12/12 $ 64.17 Subtotal Tax $3,437.24 TOTAL EXPENSES AND DISBURSEMENTS $17,642.98 TOTAL GROSS ASSETS $89,112.84 LESS EXPENSES AND DISBURSEMENTS $17,642.98 NET ESTATE AMOUNT FOR DISBURSEMENT $71,469.86 LAW OFFICES OF STEPHEN J. HOGG 19 S. HANOVER STREET SUITE 101 CARLISLE, PA 17013 CONSENT TO DISTRIBUTION I, the undersigned party in interest in the Estate of Bruce H. Mizell, aver I have received and read a copy of the attached First and Final Accounting with a proposed final distribution schedule. I understand the proposed distribution and have no objection thereto. Date: ~ /~.. ~~ ~' CLINTON E. MIZE LAW OFFICES OF STEPHEN J. HOGG 19 S. HANOVER STREET SUITE 101 CARLISLE, PA 17013 VERIFICATION I, Clinton E. Mizell, do hereby verify that I am the Petitioner herein, and that the facts set forth in the aforegoing First and Final Accounting are true to the best of my knowledge, information and belief, upon information supplied. I understand that false statements herein are subject to the penalties of 18 Pa. C.S.A. §4904, relating to unsworn falsifications to authorities. Date: 7 Z 2 ~~..~.~~, ~ '' CLINTON E. MIZELL Sworn to or affirme nd scribed to before me by witnesses, this / day of , 2012. Notary ublic My Commission Expires: ~ NOTARIAL SEl1~ ~PMn J. How, Nobry Pub Csrlisls~ eoro, Cum~nd C0. PA ~bro ~.xpt~ g ~, ~01a LAW OFFICES OF STEPHEN J. HOGG 19 S. HANOVER STREET SUITE 101 CARLISLE, PA 17013 W I L L I, BRUCE HAMPTON MIZELL, of North Middleton Township, Cumberland County, Pennsylvania, declare this to be my last will and revoke any will previously made by me. ITEM ONE. I direct that all my just debts and funeral expenses, including my gravemarker and all expenses of my last illness, shall be paid from my residuary estate as soon as practicable after my decease as a part of the expense of the administration of my estate. .,~. ITLM TWO. I bequeath my automobiles, household and personal effects, and other tangible personalty of like nature (not including cash or securities), to my wife, EDITH LORF.TTA MIZELL. ITEM THREE. I devise and bequeath all the remainder and residue of my estate of every nature and wherever situate to my wife, EDITH LORETTA MIZELL, providing she shall survive me by 30 days. ITEM FOUR. Should my wife, EDITH LORETTA MIZELL, predecease me or die on or before the 30th day following my death, I devise and bequeath all of my estate of every nature and wherever situate to my son, CLINTON EUGENE MIZELL, and if he shall not survive me to his issue, per stirpes. \•"~' ITEM FIVE. Should my wife, EDITH LORETTA MIZELL, not be living on the 31st day following my death, and should my mother-in-law, ERMA WAREHIME, then be living, •• I suggest, but do not require, that the heirs of my estate grant to ERMA WAREHIME the privilege of continuing to reside in her trailer located on the lot designated as Tract 2 in my deed recorded at Deed Book 25 E 631, under the same conditions as now exist for the lifetime of my mother-in-law, ERMA WAREHIME. ~~ ~. ITEM SIX. I direct that all taxes that may be assessed in consequence of my -~ death, of whatever nature and by whatever jurisdiction imposed, shall be paid from my residuary estate as a part of the expense of the administration of my estate. ITEM SEVEN. I appoint my wife, EDITH LORETTA MIZELL, Executrix of this my last will. Should my wife, EDITH LORETTA MIZELL, fail to qualify or cease to act as Executrix, I appoint my son, CLINTON EUGENE MIZELL, Executor of this my last will. ._.'~ ``~-• ITEM EIGHT. I direct that my Executrix, or Executor or their successors shall not ~~'- be required to give bond for the faithful. performance of their duties in any juris- diction. .ITEM NINE. In addition to the rights and powers given to fiduciaries by law and elsewhere in this will, I give to my Executr.i.x or Fxecutor during the ful:i time necessary for the administration of my estate the following rights and powers to be exerr.ised in her sole discretion. A. 'Co r.~.tain any riaL or pc>_rsc~n~;,l property which mrry at any time form a part of my c~statc~ so long as he or shc~ diems i r_ advisahl,,. l3. To invest in any real or personal property without. re5t.rirtirm t~~ .Legal invest.- menCs_ C. '('c~ Y~~I~:,ir, :i1Lc~r, iml>r~>v~:~ ~~r 1r.,~~~ fc,r ttn i•riuJ ~~L' tim.• :~n r.•, Y ~ Y i L „r ~~~~r~;un:i I property and to give options for leases. D, To sell at public or private sale, for cash or credit, with or. without security, to exchange or to partition real or personal property and to give options for leases. E. To make distribution in kind. • F. To compromise claims.. i IN WITNESS WHEREOF, I have hereunto set my hand this,,~(,~~~~ `' day o f f~, ~- ~~'?y~/"r,t;, r,~ 1978. SIGNED rf ~ .; r' ~'~,y.f d f' ~f ~; i .. /~ /~' The preceding instrument, consisting of this and. one other typewritten page, each identified by the signature of the Testator, BRUCE HAMPTON MIZELL, was on the day and date thereof signed, published and declared by BRUCE HAMPTON MIZELL, the Testator therein named as and for his last will, in the presence of us, who at his request, in his presence and in the presence of each other have subscribed our names as witnesses hereto. U `~_ \ d ~` ~ E ~ `~,~i __ a f r' i ~.. l ~ -----~----r~-+-•-~ iti. No . 2010- 01 124 PA No . 21- 10- 1 124 Estate Of : BRUCE MIZELL (First, Middle, Lastl Late Of : NORTH MIDDLETON TOWNSHIP CUMBERLAND COUNTY Deceased Social Securi ty No: 204-30-6009 WHEREAS, on the 10th day of November 2010 an instrument dated February 23rd 1978 was admitted to probate as the last will of BRUCE MIZELL /First Middle, Lastl late of NORTH M/DDLETON TOWNSH/P, CUMBERLAND County, who died on the 21st day of October 2010 and, WHEREAS, a true copy of the will as probated is annexed hereto. THEREFORE, I, GLENDA EARNER STRASBAUGH Register of Wills in and for CUMBERLAND County, in the Commonwealth of Pennsylvania, hereby certify that I have this day granted Letters TESTAMENTARY to: CLINTON E M/ZELL who has duly qualified as EXECUTOR(R/X) and has agreed to administer the estate according to law, all of which fully appears of record in my office at CUMBERLAND COUNTY COURT HOUSE, CARLISLE, PENNSYLVANIA. IN TESTIMONY WHEREOF, I have hereunto set my hand and affixed the seal of my office on the 10th day of November 2010. n ,~ e i ter f l ~~~ DOD ~ ~ ,~n~~i~~~~~cr~ Deputy * *NOTE* * ALL NAMES ABOVE APPEAR (FIRST, MIDDLE, LAST) PROOF OF PUBLICATION State of Pennsylvania, County of Cumberland Jackie Cox, Retail Sales Mana er of The Sentinel, of the County and State aforesaid, being duly sworn, deposes and says that THE SENTINEL, a newspaper of general circulation in the Borough of Carlisle, County and State aforesaid, was established December 13,18$1, since which date THE•SENTINEL has been regularly issued in said County, and that the printed notice or publication attached hereto is exactly the same as was printed and published in the regular editions and issues of THE SENTINEL on the following day(s): December 3, December 10 and December 17 2010 COPY OF NOTICE OF PUBLICATION ,, _•, T E.~,ADMINISTRATION ~~ .otters of Testamentary on the Estate of BRUCE H. MI2ELL, late of ' .~ Cumberland County, Carlisle, PA, deceased, have been granted to the undersigned., ; ., 411 persons knowing themselves to be indebted to said Estate wltl make ; payment immediately; and those having claims will present them for settlement to: ~,~ ~y Clinton E Mi3ell, Execu or 571 North Middleton Road ~- { ' Carlisle, PA 17013 SNphen J. Hogg, EsgGire p 19 South Hanover Street, Swte 101 :arllsle, PA 17013 Affiant further deposes that he/she is not interested in the subject matter of the aforesaid notice or advertisement, and that all allegations in the foregoing statement as to time, place and character of publication are tr l Sworn to and subs 'bed before me this ~ ~-DlO Notary Public My commission expires: NOTARIAL SEAL BAMBI ANN HECKENDORN Notary Public CARLISLE BOROUGH, CUMBERLAND CNTY My Commission Expires Jan 27, 2014 PROOF OF PUBLICATION OF NOTICE IN CUMBERLAND LAW JOURNAL (Under Act No. 587, approved May 16, 1929), P. L.1784 COMMONWEALTH OF PENNSYLVANIA COUNTY OF CUMBERLAND ss. Lisa Marie Coyne, Esquire, Editor of the Cumberland Law Journal, of the County and State aforesaid, being duly sworn, according to law, deposes and says that the Cumberland Law Journal, a legal periodical published in the Borough of Carlisle in the County and State aforesaid, was established January 2, 1952, and designated by the local courts as the official legal periodical for the publication of all legal notices, and has, since January 2, 1952, been regularly issued weekly in the said County, and that the printed notice or publication attached hereto is exactly the same as was printed in the regular editions and issues of the said Cumberland Law Journal on the following dates, viz: December 3 December 10 and December 17 2010 Affiant further deposes that he is authorized to verify this statement by the Cumberland Law Journal, a legal periodical of general circulation, and that he is not interested in the subject matter of the aforesaid notice or advertisement, and that all allegations in the foregoing statements as to time, place and character of publication are true. Marie Coyne, E for SWORN TO AND SUBSCRIBED before me this 17 of December, 2010 Notary Mizell, Bruce H., decd. Late of Cumberland County. Executor: Clinton E. Mizell, 571 N. Middleton Road, Carlisle, PA ~~ 17013. NOTARIAL SEAL Attorney: Stephen J. Hogg, Es- DEBORAH A COLLINS quire, 19 S. Hanover Street, Suite 101, Carlisle, PA 17013. Notary Public CARLISLE BOROUGH, CUMBERLAND COUNTY My Commission Expires Apr 28, 2014 BUREAU OF INDIVIDUAL raxES INHERITANCE TAX PoHeozTZao6oi~ °IV1s1DN STATEMENT OF ACCOUNT HARRISBURG PA 17128-0601 STEPHEN J NOGG ESQ STE 101 19 S "HANOVER ST CARLISLE PA 17013-3326 Pennsylvania DEPARTMENT OF REVENUE REV-1607 EX AFP Q 2-11) - DATE 07-30-2012 ESTATE OF MIZELL BRUCE H DATE OF DEATH 10-21-2010 FILE NUMBER 21 10-1124 COUNTY CUMBERLAND ACN 101 Amount Remitted MAKE CHECK PAYABLE AND REMIT PAYMENT T0: REGISTER OF WILLS 1 COURTHOUSE SQUARE CARLISLE PA 17013 NOTE: To ensure proper credit to your account, submit the upper portion of this form with your tax payment. CUT ALONG THIS LINE _ _~_ _ RETAIN LOWER P_ORTI_ON FOR YOUR RECORDS _ ~ _ _ REV-1607 EX AFP C12-11) ~** INHERITANCE TAX STATEMENT OF ACCOUNT *~* ~- ESTATE OF:MIZELL BRUCE H FILE NO.: 21 10-1124 ACN: 101 DATE: 07-30-2012 THIS STATEMENT PROVIDES CURRENT STATUS OF THE STATED ACN IN THE NAMED ESTATE. BELOW IS A SUMMARY OF THE PRINCIPAL TAX DUE, APPLICATION OF ALL PAYMENTS, THE CURRENT BALANCE, AND, IF APPLICABLE, A PROJECTED INTEREST FIGURE. DATE OF LAST ASSESSMENT OR RECORD ADJUSTMENT: 06-25-2012 PRINCIPAL TAX DUE: 3,373.07 PAYMENTS CTAX CREDITS): PAYMENT RECEIPT DISCOUNT C+) AMOUNT PAID DATE NUMBER INTEREST/PEN PAID C-) 03-09-2012 CD015683 .00 3,373.07 07-12-2012 CD016247 64.17- 64.17 TOTAL TAX PAYMENT 3,373.07 BALANCE OF TAX DUE .00 INTEREST AND PEN. I .00 TOTAL DUE .00 ^ IF PAID AFTER THIS DATE, SEE REVERSE SIDE FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. • • • • .. rcrvrvarlVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG, Pq 1 7 1 28-0601 RECEIVED FROM: PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT NO. CD 016247 NOGG STEPHEN J 19 S HANOVER STREET CARLISLE, PA 17013 ----'--- told ESTATE INFORMATION: ssrv: FILE NUMBER: 2110-1 124 DECEDENT NAME: MIZELL BRUCE DATE OF PAYMENT: 07/12/2012 POSTMARK DATE: 07/12/2012 couNrY: CUMBERLAND DATE OF DEATH: 10/21 /2010 REMARKS: RECEIPT TO ATTY 204-30-6009 ACN ASSESSMENT AMOUNT CONTROL NUMBER REV-1162 EX(11-96) S 64.17 TOTAL AMOUNT PAID: CHECK#1096 INITIALS: HEA SEAL RECEIVED BY: GLENDA EARNER STRASBAUGH REGISTER OF WILLS TAXPAYER IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA ORPHAN'S COURT DIVISION NO. 21 10-1124 ESTATE OF BRUCE H. MIZELL PROPOSED DISTRIBUTION OF $71,469.86 Clinton E. Mizell - 100% $71,469.86 Total Estate Value $71,469.86