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Home My WebLink About11-19-12IN RE: ESTATE OF STEVEN D. HERSHEY :ORPHANS" COURT DIVISION LATE OF BOROUGH OF CARLISLE :COURT OF COMMO?~ PLEAS CUMBERLAND COUNTY _~~ _ _ PENNSYLVANIA = ' `` NO. 21-11-0954 -- ~_: AMENDED PETITION FOR SETTLEMENT OF A SMALL ESTATE PURSUANT TO 20 Pa.C.S.A. SECTION 3102 _ __ _ --~ TO: THE HONORABLE JUDGES OF SAID COURT: ~ .. The Petition of Lucy J. Hayes and John L. Hershey, Jr. respectfully represent that: 1. Steven D. Hershey died on August 18, 2011, a resident of the Borough of Carlisle, Cumberland County, Pennsylvania. 2. Petitioner, Lucy J. Hayes, whose address is 94~ 1 Pinesville Road, Shippensburg, Pennsylvania, 17257, and Petitioner, John L. Hershey, Jr., whose address is 3 37 West Penn Street, Carlisle, Pennsylvania, 17013, are the siblings of the Decedent, and the Co-Administrators of Decedent's Estate. 3. A Certificate of Grant of Letters of Administration was issued to Petitioners by the Register of Wills of Cumberland County Pennsylvania, on September 12, 2011. 4. Decedent died without a Last Will and Testament. ~. Decedent's sole intestate heir is his mother, Sonia L. Hershey, of 1 Longsdorf Way, Carlisle, Pennsylvania, 17013. 5. At the time of Decedent's death, the only assets of which he was seized, and assets received by the estate after decedent's passing, were the following: (A) 1997 Chevrolet Blazer $250.00 _---; (B) Members First Federal Credit Union 10.00 Savings Account No. X~~X736-00 (C) Members First Federal Credit Union $107.45 Checking Account No. ~~XX736-11 (D) State Farm Auto Insurance Refund $138.92 (E) 2011 Federal Income Tax Refund (Personal) $1,493.00 (F) Carlisle Syntec Incorporated final paycheck $1,750.93 TOTAL $3,750.30 7. Petitioners have paid from the limited estate assets, from their separate funds and from other funds contributed by Decedent's family, the following debts associated with administration of the estate: (A) Probate fees paid and anticipated $ 150.00 (B) Attorney's fees to Griffie and Associates $4,500.00 (C) Hoffman-Roth Funeral Home and Crematory Inc. $9,269.44 (D) Carlisle Memorial Service, Inc. $1,018.40 (E) Cohick & Associates (Tax Preparation) $ 225.00 (F) Cumberland Law Journal (Advertising) $ 75.00 (G) The Sentinel (Advertising) $ 189.54 TOTAL $19,439.88 8. As such. Petitioners have paid all known debts associated with the administration of the estate from the limited estate assets, from Petitioners' separate funds, and from other funds contributed by Decedent's family. 9. Debts of the Decedent for which there are no funds or assets of the Decedent or the estate to make payment are as follows: (A) AeroCare/Care Plus Oxygen $ 1,000.55 (B) Carlisle HMA Physician Management $ 35.87 (C) CitiFinancial - (Account ending 2669) $ 1,462.22 (D) Comcast Cable - (Eastern Account System of $ 268.3 Connecticut Inc.) (E) Discover Bank - (Account ending 8396) (DB $11,033.31 Servicing Corporation) (F) Fraternal Order of Eagles -Delinquent Rent $ 1,600.00 (G) Guistwite Family Practice $ 41.20 (H) Lung Asthma Sleep Associates $ 453.68 (I) Members First Visa - (Account ending in 9969) $ 3,942.04 (J) Moffitt Heart & Vascular Group $ 57.99 (K) PPL Electric Utilities $ 552.17 (L) Rodale - (Books) $ 53.96 (M) Per Capita Tax $ 5.50 (N) One Main Financial - (Auto loan -encumbrance $ 287.82 on 1997 Blazer) (O) Carlisle Regional Medical Center (Medical) $ 17.52 (P) Members 1st Federal Credit Union Personal Loan $ 4,964.84 TOTAL $25,777.02 10. There are no assets of Decedent or the Decedent" s estate from which any additional distributions can be made and, as the estate debts exceeded the estate assets, this is an insolvent estate. 11. There are no additional claimants or creditors of whom the Petitioners have knowledge who have not received full compensation other than those set forth in paragraph 9 above. 12. As this is an insolvent estate, no Pennsylvania Inheritance Tax Return was due, but an Inheritance Tax Return was filed and has been confirmed as per the Notice of Inheritance Tax Appraisement, Allowance or Disallowance of Deductions and Assessment of Tax which is attached hereto and incorporated herein as Exhibit ~.A» 13. Notice of the intent to file the original Petition in this matter was given by regular mail, first class, postage prepaid, with a copy of this Petition, to all creditors named in paragraph 9 at least thirty (30) days prior to filing of the Petition. 14. The within Amended Petition is filed to add the debt listed herein as subparagraph 9(A) which was inadvertently missing from the original Petition. WHEREFORE, Petitioners request your Honorable Court to approve settlement of this estate with payment of debts associated with administration of the estate as noted in paragraph 7 and with no disbursements to the named heirs, and with no payment of the debts as described in paragraph 9. Respectfully submitted, Attorney for~titioners Attorney ID#34349 GRIFFIE & ASSOCIATES, P.C. 200 North Hanover Street Carlisle, PA 17013 (717)243-5551 VERIFICATION I verify that the statements made in the foregoing document are true and correct. I understand that false statements herein are made subject to the penalties of 18 Pa.C.S. Section 4904, relating to unsworn falsification to authorities. DATE: I ~ o ~ " ~ Z < •~ > I~C~.~ ``- LUCY J. AYS VERIFICATION I verify that the statements made in the foregoing document are true and correct. I understand that false statements herein are made subject to the penalties of 18 Pa.C.S. Section 4904. relating to unsworn falsification to authorities. ,~ fr DATE: ~ ~ /'L '~ `~ ~'~ ~~ ~ L. HERSHEY, JR. NOTICE OF INHERITANCE TAX Pennsylvania ~ APPRAISEMENT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION OF DEDUCTIONS AND ASSESSMENT OF TAX REV-1547 EX AFP C12-11) PO BOX 280601 HARRISBURG PA 17128-0601 DATE 08-27-2012 ESTATE OF HERSHEY STEVEN D DATE OF DEATH 08-18-2011 FILE NUMBER 21 11-0954 COUNTY CUMBERLAND BRADLEY L GRIFFIE ACN 101 200 N HANOVER ST APPEAL DATE: 10-26-.2012 CARLISLE PA 17013-2423 (See reverse side under Objections) Amount Remitted MAKE CHECK PAYABLE AND REMIT PAYMENT TD: REGISTER OF WILLS 1 COURTHOUSE SQUARE CARLISLE PA 17013 CUT AL ONG THIS LINE -~ RETAIN LOWER PORTION FOR YDUR RECORDS ~-- REV-1547 EX AFP C12-11) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE-OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF: HERSHEY STEVEN DFILE N0 .:21 11-0954 ACN: 101 DATE: 08-27-2012 TAX RETURN WAS: (X) ACCEPTE D AS FILED C ) CHANGED APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. Real Estate (Schedule A) (1) 00 NOTE: To ensure proper 2. Stocks and Bonds (Schedule B) .00 C2) credit to your account, 00 submit the upper portion 3. Closely Held Stock/Partnership Interest (Schedule . C) C3) of this form with your 4. Mortgages/Notes Receivable (Schedule D) (4) •00 tax payment. 5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) C5) 3,7 50.30 6. Jointly Owned Property (Schedule F) C6) .0 0 7. Transfers (Schedule G) (7) .0 0 8. Total Assets C8) 3,750.30 APPROV ED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9) 19.9 39.88 10. Debts/Mo"rtgage Liabilities/Liens (Schedule I) C10) 25,777.02 11. Total Deductions C11) 45,716.90 12. Net Value of Tax Return (12) 41 , 966. 60- 13. Charitable/GOVernmentai Bequests; Non-elected 91.13 Trusts (Schedule J) C13) .00 14. Net Value of Estate Subject to Tax C14) 41 , 966. 60- NOTE: If an assessment was issued previously, lines 14, 15 and/or 16, 17, 18 and 19 will reflec t figures that include the total of ALL returns assessed to date. ASSESSMENT OF TAX: 15. Amount of Line 14 at Spousal rate (15) •0 0 X DO = .00 16. Amount of Line 14 taxable at Lineal/Class A rate C16) -0 0 X 045 ~ .00 17. Amount of Line 14 at Sibling rate C17) .00 X 12 = .00 18. Amount of Line 14 taxable at Collateral/Class B rate (18) .0 0 X 15 = .00 19. Principal Tax Due C19)= .00 TAX CREDITS: PAYMENT I RECEIPT DISCOUNT C+) AMOUNT PAID DATE NUMBER INTEREST/PEN PAID C-) TOTAL TAX PAYMENT .00 BALANCE OF TAX DUE .00 INTEREST AND PEN. .00 Exhibit "A" TOTAL DUE .00 + IF PAID AFTER DATE INDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTED AS A "CREDIT" (GR), YOU MAY BE DUE FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FDRM FOR INSTRUCTIONS. IN RE: ESTATE OF STEVEN D. HERSHEY LATE OF BOROUGH OF CARLISLE ORPHANS' COURT DIVISION COURT OF COMMON PLEAS CUMBERLAND COUl~'TY PENNSYLVANIA NO. 21-11-0954 CERTIFICATE OF SERVICE Tll I. Bradley L. Griffie, Esquire hereby certify that I did, the ~ 6 day of November, 2012, cause a copy of the within Amended Petition for Settlement of Small Estate to be served upon all creditors by first class mail, postage prepaid, at the following addresses: AmeriCare/Care Plus Oxygen Carlisle HMA Physician Management 2233 East Main Street P.O. Box 281629 Montrose, CO 81401 Atlanta, GA 30384-1629 CitiFinancial Comcast Cable Box 6500 (Eastern Acct System of Connecticut Inc.) Sioux Falls, SD 57117 P.O. Box 837 Newton, CT 06470 Discover Bank (DB Servicing Corp) Fraternal Order of Eagles c/o William T. Molczan 26 East High Street Weltman, Weinberg & Reis Co., LPA Carlisle, PA 17013 436 Seventh Avenue, Suite 1400 Pittsburgh, PA 15219 Guistwite Family Practice 522 South Pitt Street Carlisle, PA 17013 Lung Asthma Sleep Associates 1497 South Queen Street York, PA 17403-3852 Members First Federal Credit Union 5000 Louisa Drive Mechanicsburg, PA 1705-4899 PPL Electric Utilities 2 North 9th Street RPC-GENN1 Allentown, PA 181 O 1-1175 Moffitt Heart & Vascular Group 1000 North Front Street Wormleysburg, PA 17043 Rodale P.O. Box 6001 Emmaus, PA 18098-0601 Borough of Carlisle (Per Capita Tax) 53 West South Street Carlisle, PA 17013 Paragon Revenue Group (for Carlisle Regional Medical Center) P.O. Box 12~ Concord. NC 28026 DATE: i ~ ~ ~ W ~ / ~-- One Main Financial P.O. Box 183172 Columbus. OH 4321 8-3 1 72 //-'~""° ie, Esq ire ~torney for Petitioners Attorney ID# 34349 GRIFFIE & ASSOCIATES, P.C. 200 North Hanover Street Carlisle, PA 17013 (717)243-5551 (800)347-5552