HomeMy WebLinkAbout09-07-12DECEDENT'S ESTATE ~~J , ~ ~~-, ~ J
-~ ~ ._.
_.
- _- ~-~ ~,
r~i C~ ' ... '-r.~ _l~ .
COURT OF COMMON PLEAS OF r`^`' ~~~~ `: -'
~7 ~~ :~?
CUMBERLAND COUNTY, PENNSYLVANIA ~'_-~; .Wt-e ~==_~ ~->
ORPHANS' COURT DIVISION ~ .~- `-`' ~
n
ESTATE OF LILLIAN M. PALMER
No. 2011-0 l 249
DECEASED
PETITION FOR ADJUDICATION /
STATEMENT OF PROPOSED DISTRIBUTION
PURSUANT TO Pa. O.C. Rule 6.9
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 any instrument pertinent to the adjudication.
INCL UDE A TTACHMENTS A T THE BACK OF THIS FORM.
Name of Counsel: THOMAS E. FLOWER
Supreme Court I.D. No.: $3993
Name of Law Firm: FLOWER LAW, LLC
Address: 10 W. HIGH ST., CARLISLE, PA 1701.3
Telephone: (717) 243-5513
Fax:~717) 241-4021
Form OC-01 rev. 10.13.06 Page 1 of 10
,~
~~
Estate of LILLIAN M. PALMER
1. Name(s) and address(es) of Petitioner(s):
Name:
CAROLYN L. MILLER
Address: 24007 FERNLAKE DRIVE
HARBOR CITY, CA 90710
Deceased
Identify any executors or administrators who have not joined in the Petition for
Adjudication and Statement of Proposed Distribution and state reason:
NONE
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 08/05/2011
Letters Testamentary or Letters of Administration were granted to Petitioner(s) on
11 /22/2011
Date of Will (if applicable): 01/17/2005
Date(s) of Codicil(s) (if applicable): 09/16/2005
Date of probate (if different from date Letters granted):
Was a bond required? Yes No If yes, state amount:
Are proofs of advertising of the grant of Letters attached? ......... Yes No
Dates of advertising of the grant of Letters: JAN 31, FEB 7 & 14, 2012 (SENTINEL)
FEB 10, 17 & 24, 2012 (CUMBERLAND LAW JOURNAL)
Form OC-01 rev. 10.13.06 Page 2 of 10
Estate of LILLIAN M. PALMER
Deceased
3. Was decedent survived by a spouse? ............................. Yes 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)? ........... ~ Yes No
Were any children born to decedent after execution of
'Y
Will or Codicil(s)? ........................................... ® es ®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-0/ rev. 10.13.06 Page 3 of 10
Estate of LILLIAN M. PALMER
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):
Name and Address of Each Parry in Interest ~ Relationship and Comments, if any 1 Interest
CAROLYN MILLER DAUGHTER 1/2
24007 FERNLAKE DR
HARBOR CITY, CA 90710
KENTPALMER I SON 11/6
1606 STATE ST
HARRSIBURG, PA 17103-148
Form OC-Ol rev. 10.13.06 Page 4 of 10
Estate of LILLIAN M. PALMER
Nome and Address of Each Parry in Interest ~ Relationship and C
CHRISTIAN PALMER GRANDSON
2379 Shermans Valley Rd.
Elliotsvurg, PA 17024
ANNETTE STRAUB
1128 STONE ARCH RD.
NEWPORT, PA 17074
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.
NONE
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).
ALL PARTIES IN INTEREST ARE SUI JURIS
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
Deceased
Interest
1/6
GRANDDAUGHTER ~ 1/6
Form OC-01 rev. 10.13.06 Page 5 of 10
Estate of LILLIAN M. PALMER
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
Admitted? Will Claim
Be Paid In
Full?
MANOR CARE HEALTH 473.89 IYes
No Yes
No
SERVICES LLC
PO BOX 637602
CINCINNATI, OH 45263-7602
~ ~'eS ~ Yes
JITTERBUG 29.51 No No
DEPT 892102
PO BOX 122102
DALLAS, TX 75312-2102
PA DEPT OF PUBLIC WELFARE 63,940.85 Yes
No ~ Yes
No
DIVISION OF 3RD PTY LIABILITY
RECOVERY SECTION, PO BX 8486
HARRISBURG, PA 17105-8486
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? ................................ 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 10
Petition for Adjudication, Page 6, Item 10:
Schedule:
Order of preference under Section 3392 and proposed pro rata payment of claims:
Class 3 claims:
Manor Care,
Total amount of Class 3 claim.....$ 473.89
Proposed payments .........................................$ 98.09
Pa. Dept. of Welfare,
Total amount of Class 3 claim...$25,592.11
Proposed payment2 .......................................... $ 5,297.3 8
TOTAL DEBT PAYMENT: $ 5,395.47
' 473.89 = (473.89 + 25,592.11) x 5,395.47 = 98.09
2 25,592.11= (473.89 + 25,592.11) x 5,395.47 = 5,297.38
Estate of LILLIAN M. PALMER
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 Payment Interest
N/A
0.00
0
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 LILLIAN M. PALMER
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.
NONE
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: NSA
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
.... Yes No
. . .........................
parties in interest? .......... .
If so, attach a copy of the notice.
19. Is the Court being asked to direct
............ Yes No
the filing of a Schedule of Distribution? ............. .
" !Y N
As to real estate only? ........................................ ® es ® o
Form OC-01 rev. 10.13.06 Page 8 of 10
Estate of LILLIAN M. PALMER
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) Amount/Proportion
NONE
B. Principal:
Proposed Distributee(s) Amount/Proportion
NONE
Submitted By:
(All petitioners must sign.
Add additional lines if necessary):
f.. 1 ~_ ~ ~,,r~
Nam of Petitioner: CAROLYN L. MILLER
Name of Petitioner:
Form OC-01 rev. 10.13.06 Page 9 of 10
Estate of LILLIAN M. PALMER
Verification of Petitioner
(Verification must be by at least one petitioner.)
The undersigned hereby verifies * [that he~she is titre
of the above-named name of corporation 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).
,~
f : ~.-~.
Signature of Petition"er
* 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.
Signature of Counsel for Petitioner
Deceased
Form OC-Ol rev. 10.!3.06 Page 10 of 10
IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA
ORPHANS' COURT DIVISION
IN RE:
THE ESTATE OF LILLIAN PALMER, No. 2011-0 l 249
deceased
Late of South Middleton Twp.
CERTIFICATION OF NOTICE
I hereby certify that written notice of the date, time and place of presentation for audit of the
First and Final Account for the Estate of Lillian Palmer has been given by first class mail on
September 7 , 2012, to every unpaid claimant who has given written notice of a claim and to every
other person known to have or to claim an interest in the estate as beneficiary, creditor, heir or next
of kin pursuant to Pennsylvania Orphans' Court Rule 6.3.
Date: ~ 7 Z
Thomas E. Flower, Esquire
Attorney I.D. No. 83993
Flower Law, LLC
10 West High Street
Carlisle, PA 17013
(717) 243-5513
Creditors:
Tina M. Wise
PA DPW Estate Recovery Section
PO Box 8486
Harrisburg, PA 17105-8486
MANOR CARE HEALTH SERVICES LLC
FACILITY 0372
PO BOX 637602
CINCINNATI, OH 45263-7602
JITTERBUG
DEPT 892102
PO BOX 122102
DALLAS, TX 75312-2102
Beneficiaries:
Carolyn M. Miller
24007 Fernlake Dr.
Harbor City, CA 90710
Kent G. Palmer
1606 State Street
Harrisburg, PA 17103-1487
Christian Palmer
2379 Shermans Valley Rd.
Elliotsburg, PA 17024
Annette Straub
1128 Stone Arch Rd.
Newport, PA 17074
FLOWER LAW, LLC
10 W. HIGH STREET
CARLISLE, PA 17013
James D. Flower, Jr.
Thnmac F. Flnwer
PHONE: (717) 243-5513
FACSIMILE: (717) 241-4021
September 7, 2012
Notice of Filing Account
Re: Lillian M. Palmer Estate
Dear Sir/Madam:
This letter will advise you, as required by law, that the First and Final Account of
Carolyn L. Miller, Executrix of the above-mentioned estate has been filed for Audit with the
Orphans' Court Division of Cumberland County Court of Common Pleas, Cumberland County,
Pennsylvania. The Account, which does not include a Schedule of Proposed Distribution, will be
presented for audit, confirmation and distribution on October 9, 2012, at 9:30 a.m. A copy of the
Account is enclosed.
If you have no objections to the Account, or the matters set forth within the Account, no
action is required. However, if there are objections to the transactions shown in the Account, or
omitted from the Account, you must file with the Clerk of the Orphans' Court Division, prior to
9:30 a.m. on October 9, 2012, and in writing, objections thereto in conformity with the
Cumberland County Orphans' Court Division Rules. In the absence of timely written objections,
the Court will assume that you have no objections to the Account and the right to object will be
waived.
Very truly yours,
FLOWER LAW, LLC
Thomas E. Flower
Enclosures
PROOF OF PUBLICATION
State of Pennsylvania, County of Cumberland
Jackie Cox, Sales Director, 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):
January 31, February 7 & 14, 2012
COPY OF NOTICE OF PUBLICATION
N TI E QF RANT OF LETTERS TESTAMENTARY
;Letters Testamentary in the Estate of LILLIAN M. PALMER, deceased, late of
South Middleton Township, Cumberland County, Pennsylvania, have been
granted to the undersigned.
All persons knowing themselves to be indebted to the said estate will make
payment immediately, and those having claims will present them for
settlement to:
Carolyn L. Miller, Executrix
c/o Thomas E. Flower, Esquire .
FLOWER LAW, LLC
10 West High Street
Carlisle, PA 17013
FLOWER LAW, LLC
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
a t ue.
Sworn to and subsc 'bed before me this
Notary Public
My commission expires:
~i ~ i ~'~+~ i ;~1 ~ ~~ 1, f°~ ~_ it
E3Ai4'':~I ~iN~d i~C`r;~~,D~JI~! 3f
fi
~~^viZff F~lli}!IG
CARLISL>` EOR~J~,N, C~ „' i:RL~~!~? ~~TY
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,
~~;~•
February 10, February 17, and February 24, 2012
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.
Palmer, Lillian M., deed.
Late of South Middleton Town-
ship.
Executrix: Carolyn L. Miller c/o
Thomas E. Flower, Esquire, Flow-
er Law, LLC, 10 West High Street,
Carlisle, PA 17013.
Attorneys: Flower Law, LLC.
~- ,
-~
~,isa arie Coyne, Editor
~_
SWORN TO AND SUBSCRIBED before me this
24 of February, 2012
Notary
.,r~
NO1ARlAL SEAL
DEBORAH A COLUNS
Notary Public
CARLISLE Bt~ROUGH, GUMBERLAND COUNTY
My Commission Expires Apr 28, 2014
NOTICE OF INHERITANCE TAX pennsy van~a ~
BUREAU 0~ INDIVIDUAL TAXES APPRAISEMENT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION OF DEDUCTIONS AND ASSESSMENT OF TAX REV-1547 EX AFP C12-11)
PO BOX 280601
HARRISBURG PA 17128-D601
THOMAS E FLOWER
10 W HIGH ST
CARLISLE
DATE 06-25-2012
ESTATE OF PALMER LILLIAN M
DATE OF DEATH 08-05-2011
FILE NUMBER 21 11-1249
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 08-24-2012
P A 17 013 - 2 9 2 2 (See reverse side under Objections )
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
CUT-ALONG-THIS-LINE----- -~ --RETAIN-LOWER-PORTION-FOR-YOUR-RECORDS- E- -------------------
REV-1547 EX AFP C12-11~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: PALMER LILLIAN MFILE Fi0.:21 11-1249 ACN: 101 DATE: 06-25-2012
TAX RETURN WAS: C X) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A)
2. Stocks and Bonds (Schedule B)
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)
cl) .00
C2) .00
C3) .00
C4) .00
C5) 7 , 847.91
C6) .00
C7) .00
NOTE: To ensure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
c8) 7 , 847.91
C9) 2,290.40
clo) 64,446.75
11. Total Deductions C11) b6,737.15
12. Net Value of Tax Return C12) 58,889.24-
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) .00
14. Net Value of Estate Subject to Tax C14) 58,889.24-
NOTE: If an assessment was issued previously, lines 14, 15 and/or 16, 17, 18 and 19 will
reflect figures that include the total of ALL returns assessed to date.
ASSESSMENT OF TAX:
15. Amount of Line 14 at Spousal rate C15) .0 0 X 0 0 = .0 0
16. Amount of Line 14 taxable at Lineal/Class A rate (16) .0 0 x 0 4 5 = .0 0
17. Amount of Line 14 at Sibling rate C17) .0 0 X 12 = .0 0
18. Amount of Line 14 taxable at Collateral/Class B ra te (18) .0 0 X 15 = .0 0
19. Principal Tax Due C19)= .0 0
TAX CREDITS:
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID C-) AMOUNT PAID
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" CCR), YOU MAY BE DUE
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.
FIRST AND FINAL ACCOUNT OF
CAROLYN L. MILLER
EXECUTRIX FOR THE
ESTATE OF LILLIAN M. PALMER
NO. 2011-01249
Date of Death:
Date of Executor's Appointment:
First Complete Advertisement of
Grant of Letters
Accounting for the Period:
AUGUST 5, 2011
NOVEMBER 22, 2011
FEBRUARY 10, 2012
NOVEMBER 22, 2011 -AUGUST 31, 2012
Purpose of Account: CAROLYN L.MILLER, Executrix, offers this account to acquaint interested
parties with the transactions that have occurred during her administration.
It is important that the account be carefully examined. Requests for additional information or
questions or objections can be discussed with:
Thomas E. Flower, Esquire
FLOWER LAW, LLC
10 West High Street
Carlisle, PA 17013
(717) 243-5513
c ~ ~ :.~-,
~_
'~.
r '~ -
.~_~
~ ,_ _ ;_~
_ .. __
_. _;
7~ - _..,, _ . _ _.
--
~... ,
L .% ~
~ ,
.'~ , ~.. ..SP.'a ^~
+ l" ~
r
~~` `
~~\\\!4
SUMMARY
Proposed Distribution to Beneficiaries:
PRINCIPAL:
Receipts
(Less Disbursements)
Debts
Administrative Expenses
Fees and Commissions
Total Disbursements
[NONE]
Page
No.
(5,395.47)
(560.04)
(1,892.40)
7,847.91
(7,847.91)
0.00
PRINCIPAL RECEIPTS
02/01/2010 Bank of Landisburg, funds on deposit $ 7,469.45
Refund, Highmark Blue Shield 378.46
TOTAL PRINCIPAL RECEIPTS:
DISBURSEMENT OF PRINCIPAL
DEBTS:
Manor Care,
Prorated portion of $473.89 Class 3 claim $ 98.09
Pa. Dept. of Welfare,
Prorated portion of $25,592.11 Class 3 claim 5,297.38
TOTAL DEBT PAYMENT: (5,395.47)
ADMINISTRATION EXPENSES:
Register of Wills:
Probate fees $ 120.50
Inheritance tax return filing fee 15.00
Filing Fees, Account and Adjudication 160.00
Publication of executor's notices,
The Sentinel 189.54
Cumberland Law Journal 75.00
TOTAL ADMINISTRATIVE EXPENSES: (560.04)
FEES AND COMMISSIONS:
Carolyn L. Miller, Executrix's Commission $ 392.40
Flower Law, LLC, Attorney Fees 1,500.00
TOTAL FEES AND COMMISSIONS: (1,892.40)
7,847.91
2,452.44
1,892.40
00.00
3
STATE OF CALIFORNIA )
COUNTY OF )
SS.
Carolyn L. Miller, Executrix under the Last Will and Testament of Lillian M. Palmer,
deceased, hereby declares under oath that she has fully and faithfully discharged the duties of
her 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 acknowledged in the foregoing account and; that, to her knowledge, there
are no claims now outstanding against the estate, except as disclosed in the foregoing account;
and that all taxes presently due from the estate have been paid.
f
-,
~ ~ ~ ~,
Carol n .Miller, Executrix
S
this
1VVLCAl ,' 1 1L V11V
~ ~ ,, --
and subscribed before me
4
Jurat
State of California
County of ~ S ~i G- ~.~t- ~ ..
Subscribed and sworn to (or affirmed} before me on this A day of
t, e~ J ~ . ~ t L._ t.._~-1~._
20 (Z by ~+'Z-
proved to me on the basis of satisfactory evidence to be the person who appeared before me.
1
Signature
(Notary seal)
~:~a ,
~~ L. J. KELLY
~F` l~ ''~°~ Commission # 1845107
~ y`~~~ ,- Natary Public - California z
"~ ~~ Los Angeles Gaunty D
h1y Gomm. Expires Air 17, ?_013
.~
OPTIONAL INFORMATION
DESCRIPTION OF THE ATTACHED DOCUMENT
~~_ tom: ~ ~ . ~=-t~~.:. ~'T- ~S
Ty {Title or description of attached document)
~S
(Title or description of attached document continued)
Number of Pages I ~ Document Date ~ ~ ~ ° 1 ~
(Additional information}
INSTRUCTIONS FOR COMPLETING THIS FORM
The wording of all Jurats completed in California after January I, 2008 must
be in the form as set forth within this Jurat. There are no exceptions. If a Jurat
to be completed does not follow this form, the notary must correct the
verbiage by using a jurat stamp containing the correct wording or attaching a
separate jurat form such as this one which does contain proper wording. In
addition, the notary must require an oath or affirmation from the document
signer regarding the truthfulness of the contents of the document. The
document must be signed AFTER the oath or affirmation. If the document was
previously signed, it must be re-signed in front of the notary public during the
jurat process.
• State and County information must be the State and County where the
document signer(s) personally appeared before the notary public.
• Date of notarization must be the date that the signer(s) personally appeared
which must also be the same date the Jurat process is completed.
• Print the name(s) of document signer(s) who personally appear at the time of
notarization.
• Signature of the notary public must match the signature on file with the office
of the county clerk.
• The notary seal impression must be clear and photographically reproducible.
Impression must not cover text or lines. If seal impression smudges, re-seal if a
sufficient area permits, otherwise complete a differentjurat form.
• Additional information is not required but could help to ensure this
Jurat is not misused or attached to a different document.
•.• Indicate title or type of attached document, number of pages and date.
• Securely attach this document to the signed document
2008 Version CAPA vI.9.07 800-873-9865 www.NotaryClasses.com