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HomeMy WebLinkAbout11-07-12y>L~~ ~~2 .~~~~-? ESTATE OF DECEDENT'S ESTATE ,.. &.r3 ~. ~ ~ COURT OF COMMON PLEAS OF ~C'J 1 C.. _l ~ z (- t . ..a',.~' r r i l.,r _ 1 CUMBERLAND COUNTY, PENNSYLVANIA , _ ~y ~ - _,_ : ...~ _ -. ~w3 !_.~ ORPHANS' COURT DIVISION c~.~ - ~-~' ~= ~ ~ ,,-, ~ _a ~- .. - • --, A F.7 Cn Cn Michael D. Politzer-Hardy ,DECEASED `~ No. 21-12-0377 PETITION FOR ADJUDICATION / STATEMENT OF PROPOSED DISTRIBUTION PURSUANT TO Pa. O.C. RULE 6.9 This form maybe used in all cases involving the Audit of the Account of a Decedent's Estate. If space is insufficient, riders maybe attached. Attach the spouse's election, if any, the papers required under items 8-19 inclusive; and any instrument pertinent to the adjudication. INCLUDE ATTACHMENTS AT THE BACK OF THIS FORM. Name of Counsel Supreme Court I.D. No Name of Law Firm: Address: Bradley L Griffie 34349 Griffie 8~ Associates, P.C. 200 North Hanover Street Carlisle, PA 17013 Telephone: 717-243-5551 Fax: E-mail: bgriffie@griffielaw.com Form OC-O1 Rev. 10-13-2006 Copyright (c) 2006 form software only The Lackner Group, Inc. P89B 1 Of 'I O Estate of Michael D. Politzer-Hardy ,Deceased 1. Names} and address(es) of Petitioner(s): Mame: Geneva PolitZer Address: d9 Kanwnnrl Ovanua Carlisle, PA 17013 Identify any executors or administrators who have not joined in the Petition for Adjudication and Statement of Proposed Distribution and Account 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 02/17/2012 ^Letters Testamentary or 0 312 912 0 1 2 ® Letters of Administration were granted to Petitioner(s) on Date of Will (rf applicable): Date(s) of Codicil(s) (rf applicable): Date of probate (if different from date Letters granted): Was a bond required? ^Yes ®IVo If yes, state amount: Are proofs of advertising of the grant of Letters attached? .......................................... ®Yes ^ No Dates of advertising of the grant of Letters: 04/1312012 04/20/2012 04/27/2012 04/06/2012 04/13/2012 04/20/2012 Form OC-O1 Rev. 10.13-2006 Copyright (c) 2006 form software only The Lackner Group, Inc. Page Z Of 'I O Estate of Michael D. Politzer-Hardy ,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? ......................... (,egg Section 2201 gt egg. of the Probate, Estates and Fiduciaries Code) If yes, date of election: ^ Yes ^ No 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 the decedent marry after execution of Will or Codicil(s)?....... Were any children born to decedent after execution of Will or Codicil(s)? ........................................................ If yes, give names and dates of birth: Name: 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 ^ Yes ® No Date of Birth: ® Yes ~ No Form OC-O1 Rev. 10-13-2006 Copyright (c) 2006 form software only The Lackner Group, Inc. Page 3 OT 'I O Estate of Michael D. Politrer-Hardy ,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): in Politrer, Geneva 42 Kenwood Avenue Carlisle, PA 17013 Mother 100% of net distributable estate Form ~C-~~ Rev. 10-13-2006 Copyright (c) 2006 form software only The Lackner Group, Inc. Pege 4 Of 1 O Estate of Michael D. Politzer-Hardy ,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. None C. State why a Petition for GuardianlTrustee Ad Litem has or has not been filed for this Audit (~ PA. O. C. Rule 12.4). NIA 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-OT Rev. 10-13-2006 Copyright (c) 2006 form software only The Lackner Group, Inc. Page 5 Of 1 O ..' Estate of Michael D. Politzer-Hardy ,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 A milted? Wll Claim 8e Paid in Full. Above Attachment Total 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? Family exemption claimant's name and relationship: Name: Geneva Politzer Relationship: Mother ® Yes ^ No Form OC-O1 Rev. 10.13-2006 Copyright (c) 2006 form software only The Lackner Group, Inc. Page 6 Of 1 O Estate of Michael D. Politrer-Hardy ,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 04/2712012 Payment Interest 1,200.00 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-O1 Rev. 10-13-2006 Copyright (c) 2006 form software only The Lackner Group, inc. Page 7 of 10 Estate of Michael D. Politzer-Hardy ,Deceased 16. Had the decedent been adjudicated an incapacitated person? ........................................... ^Yes ® No If yes, attach a copy of the Order if available; otherwise state 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. Date Description Amount 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 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 oG01 Rev. 10.1&2006 Copyright (c) 2006 form software only The Lackner Group, Inc. Page 8 of 1 O ~, ~,. . ~<~, , Estate of Michael D. Politzer-Hardy ,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 DisMbutee(s) Politzer, Geneva B. Principal: Proposed Distributee(s) Politzer, Geneva Amount Proportion 0~% Amount Proportion 0~% Submitted By: (All petitioners must sign. Add additional lines if necessary): e of Petitioner: Geneva Politer Name of Petitioner: Name of Petitioner: Form OC-01 Rev. 10.13-2006 Copyright (cj 2006 form software only The Lackner Group, Inc. Pege J Of 1 O Estate of Michael D. Politzer-Hardy ,Deceased Verification of Petitioner (Verification must be by at least one petitioner.) The undersigned hereby verifies * ![that ne~sne ~is M~ fxz'~`~.+..1^u~ of the above-named name ofoorporation n~ ~ ~ , e ~,~~ ~ ,~„ antl] 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). S~pature of Petitioner Geneva Politzer Signature of Petitioner 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. i i C s or Petitioner riffs Form OC-O1 Rev. 10-13-2006 Copyright (c) 2006 form software only The Lackner Group, Inc. Page 10 of 10 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, vlz: Aril 13 A~ri120 and April 27 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. r Li a Marie Coyne, Edi r SWORN TO AND SUBSCRIBED before me this 27 of April, 2012 Polit:zer-Hardy, Michael D., deed. Notary Late of South Middleton Town- ship. Administratrix: Geneva Politzer c/o Bradley L. Griffie, Esquire, Griffie & Associates, 200 North Hanover Street, Carlisle, PA _ NOTARIAL SEA 17013, (717) 243-5551, (800) 347- DEBORAH A COLLINS 5552. Attorneys: Bradley L. Griffie, Es- i t .Notary Public CUMBERLAND COUNTY CARLISLE BOROUGH es. a quire, Griffie 8s Assoc , My Commission Expires Apr 28, 2014 PROOF OF PUBLICATION State of Pennsylvania, County of Cumberland Taclcie 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): Apri16,13 & 20, 2012 COPY OF NOTICE OF PUBLICATION 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 My commission expires: before me this NOTARIAL SEAL BAMBI ANN HECKENDORN Notary Public CARLI5LE BOROUGH, CUMBERLAND CNTY illy Commission Expires Jan 27, 2014 Notary Public In re: IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA Estate of Michael D. Politzer-Hardy :ORPHAN'S COURT DIVISION Late of South Middleton Township N0.2012-00377 Cumberland County, Pa., deceased PA N0.21-12-0377 n fi~ FIRST AND FINAL ~ r ~ ~- = ~ ~; ACCOUNT OF , -ri T ' `:. --' ~' ~ „ Geneva Politzer, Executrix ~t~ ~ , , '-. , ~; Estate of Michael D. Politzer-Hardy a `= ~ ~~ - _ T late of South Middleton Township, Cumberland County ~ --, ~-- Pennsylvania, deceased n ~ `" c..: CERTIFICATE OF CLERK The above Account was filed on , 2012, last advertised April 27, 2012, according to law, and is presented herewith to the Court of Common Pleas, Cumberland County, Pennsylvania, Orphans' Court Division for confirmation. Date Clerk ORDER OF COURT 2012, no exceptions or objections having been filed to the account or to the proposed schedule of distribution, the within account and schedule of distribution are confirmed and distribution is directed in accordance with the schedule of distribution. BY THE COURT, J. Date of Death: February 17, 2012 Gross value of estate: $25,502.64 Distribution amount of estate: $12,379.28 Last advertising: Apri127, 2012 1 - - _ ~~ In re: IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA Estate of Michael D. Politzer-Hardy :ORPHAN'S COURT DIVISION Late of South Middleton Township N0.2012-00377 Cumberland County, Pa., deceased PA N0.21-12-0377 DATE OF DEATH: February 17, 2012 LETTERS GRANTED: March 29, 2012 FIRST COMPLETE ADVERTISEMENT Apri120, 2012 OF GRANT OF LETTERS DISTRIBUTION OF ESTATE INCLUDED IN ACCOUNTING DISTRIBUTION AMOUNT IS $12,379.28 GROSS VALUE OF ESTATE IS: $25,502.64 ACCOUNTING FOR THE PERIOD March 29, 2012 through November ~, 2012 Purpose of the Account: Geneva Politzer, Executrix, offers this accounting to acquaint interested parties with the transactions that have occurred during her administration. The Account also indicates the proposed distribution of the Estate. It is important that the Account be carefully examined. Requests for additional information, questions or objections can be discussed with: Bradley L. Griffie, Esquire Attorney for Petitioner 200 North Hanover Street Carlisle, PA 17013 (717) 243-5551 (800) 347-5552 2 PRINCIPAL ASSETS RECEIVED REAL ESTATE None STOCKS AND BONDS: 1. Oppenheimer Funds Account No. 8394 83.316 shares @ $59.78/share Subtotal CASH AND BANK DEPOSITS: 1. F&M Trust Checking Account No. X2800 Subtotal JOINTLY_HELD PROPERTY 1. F&M Trust Checking Account No. ~~1383 (1 /2 value) Subtotal PERSONAL PROPERTY AND VEHICLES• None INTER-VIVOS TRANSFERS: None $4,980.63 $ 19,757.15 $ 764.86 $ 4,980.63 $19,757.15 $ 764.86 3 ADDITIONAL RECEIPTS: None NON-PROBATE ASSETS: None GAINS AND LOSSES ON LIQUIDATIONS AND OTHER DISPOSITIONS• GAINS: 1. Interest earned $ 1.26 F&M Trust Checking No. XXXX2800 Subtotal LOSSES: 1. Oppenheimer Funds (-)$22.49 Loss from DOD Subtotal NET GAINS OR LOSSES ON LIQUIDATIONS INTEREST ACCRUED ON ESTATE CHECKING ACCOUNT: None Subtotal $ .00 Total Principal of Estate with Adjustments 1.26 (-)$ 22.49 (-)$ 21.23 $ 25,481.41 4 DISBURSEMENTS OF PRINCIPAL DEBTS OF DECEDENT: 1. Final fee to F&M Trust as Trustee $ 878.25 2. Legal fees to Griffie & Associates (Estate Planning) 330.00 3. ATG Rehab Mid-Atlantic (medical) 262.50 Subtotal $ 1,470.75 FUNERAL EXPENSES: 1. Hoffinan Roth Funeral Home, Inc. $ 2,024.72 Subtotal $ 2,024.72 ADMINISTRATIVE EXPENSES AND COSTS: 1. Attorney's fees to Griffie & Associates $ 3,000.00 2. Probate fees 265.50 3. Advertising-Cumberland Law Journal 75.00 4. Advertising-The Sentinel 189.54 5. Personal Representative Commission (Geneva Politzer) 1,500.00 6. Family Exemption 3,500.00 7. Vital Records 45.00 Subtotal $ 8,575.04 TAXES: Pennsylvania Inheritance Tax $ 552.85 Discount (- 29.10 Subtotal $ 581.95 Total Disbursement of Principal $12,652.46 5 PRIOR IN KIND DISTRIBUTIONS AND NON-PROBATE ASSETS DISTRIBUTED None INTERIM DISTRIBUTIONS None Total Principal of Estate with Adjustments $25,481.41 Less Disbursements of Principal - $12,652.46 TOTAL $12,828.95 NET ASSETS/PROCEEDS AVAILABLE FOR DISTRIBUTION TOTAL $12,828.95 PROPOSED DISTRIBUTIONS TO TESTAMENTARY BENEFICIARIES AFTER ACCOUNT CONFIRMATION Geneva Politzer $12,828.25 Total Share of Distribution 100% TOTAL PROPOSED DISTRIBUTION OF PRINCIPAL AND INCOME: $12,828.25 6 Geneva Politzer, Executrix of the Estate of Michael D. Politzer-Hardy, deceased, hereby declares under oath that she has fully and faithfully discharged the duties of her office; that the foregoing First and Final Account and Schedule of Distribution 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 her knowledge, there are no claims now outstanding against the Estate; and that all taxes presently due from the Estate have been paid. Sworn and subscribed to before me this day of p~~y.~,~~ , 2012 ~~.~~ ~,~ e va Politzer, E ecutrix NOTARIAL SEAL ROBIN.I. BASSi:TT, Notary PubNc CARLISLE BOROUGH, CUMBERLAND CO. Commission Expires Apr.17, 2015 I hereby certify that written notice of the filing of this Account, and of the date, time and place when the same will be presented to the Court for confirmation and of the last day to file written objections to said Account, has been given to every unpaid claimant and to every other person known to the accountant to have or claim an interest in the estate as creditor, beneficiary, heir, or next of kin. 7 J.