Loading...
HomeMy WebLinkAbout01-30-13 rv G~ .~-+ '~ DECEDENT'S ESTATE ~ ° ~ m-on _ ~ cn~ ~nr w min n2~ cn o c~ COURT OF COMMON PLEAS OF ~ ~ --:~ ~, CUMBERLAND COUNTY, PENNSYLVANIA ~ ~ ~~ ~ '°~~ c7 ORPHANS' COURT DIVISION .~ ~' ~"- rn .. ~ ~ ~ ESTATE OF Mary E. Rynard ,DECEASED No. 21-12-0330 PETITION FOR ADJUDICATION / STATEMENT OF PROPOSED DISTRIBUTION PURSUANT TO P.a. O.C. RULE 6.9 This form maybe used in all cases involving the Audit of the Account of a Decedent's Estate. ff space is insufficient, riders maybe attached. Attach the spouse's election, if any; tM.e papers . required under items 6-19 inclusive; .and any instrument pertinent to the adjudication. INCLUDE ATTACHMi=NTS AT THE BACK OF THtS FORN9. Name of Counsel: Bradley L Griffis Supreme Court LD. No.:. 34348. ; Name of Law Firm: GrffFie & Associates, P.C. Address: 200 North Hanover Street Carlisle; PA -17013 'Telephone: 717-243-5551 Fax: 717-243-5063 E-mail: bgriffie~griffielaw.com PE~'ITiOI~i F©R ADJUDiCaTit~N Estate of Mary E. Rynard ,Deceased 1. Name(s) and address(es) of Petitioner(s): ^~: Joan M. Garcia-Cruz 96 Partridge Circle • Cariisle, 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 ^ eo If not, identify prior accountings, the accounting periods covered, and the date of adjudication of the prior accounting. 2.. Decedent died on 02/28/2012 ®Letters Testamentary or ^ Letters of Administration were granted to Petitioner(s) on 03/20/2012 Date of Will (~f applicable): 02/0712012 Date.(s) .of Codicil(s) (~f applicable): ,Date of probate (rf different firm date Letters granted): 'Was a bond required? ^ ves ~ No If yes, state amount: Are proofs of advertising of the grant of Letters attached? .......................................... ®ves ^ No Dates of advertising of the grant of Letters: 03!26/2012 04102/2012 04/09/2012 04106/2012 04/13/2012 04120/2012 PETITION FOR. ADJUDICATION Estate of Mary E. Rynard ,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 , . (,~ Section 2201 ~,g@q. of the Probate, Estates and Fiduciaries Code) tf 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 (-f none, so state): . 6. Did the decedent marry after execution of Will or Codicil(s)? .............................................. Yes No Were any children bom to decedent after execufion of Will or Codicil(s)? ^ Yes ~ N0 _.. 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 Fam OC-01 Rev. rare-loos cayneM (c> soos ram,onv~s awy rns ~edu~x orow, ~~. Pie 3 of 10 PETiTIUN ~QR ADJUDIGATIaN Estate of Mary E. Rynard ,Deceased 8. Written notice of the Audit as required by Pa. O.C. Ruies 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 1S yet to be given, a oopy.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 Attomey 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 hotice 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): Fam OC-01 F6av. fo-~azooe Copy~ipM Ic) zoos t«m wlMaie aMy The Ldvwr dwv, kic. Pape 4 of 70 PETITION FaR 1~1~JUDIC14T10N Estate of Mary E. Rynard ,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. Tazhon Kameil Eugene David DOB: 9/1/95 Jodi L. Rynard, Grandmother 62 East Penn Street Carlisle, PA 17013 C, State why a Petition for Guardian/Trustee Ad Litem has or has not been filed for this Audit (sue PA. O.C. Rule 12.4). Distribution due to the minor, who will turn 16 years of age within the next year, will be made to the minor's grandmother, who has raised the minor and in whose custody the minor has been in for more thaq 10 years, to be held in trust~for the minor..: D. If distribution is to be made to the personal representative of a deceased parry, state-date of death, date and place of grant of Letters and type of Letters granted. Fam OC-01 Rev. tata2DOe copyri~n 1~) cos ~~ eonware a+r ins ~~ ~. nx• Page 5 of 10 PETiTiC}N FC~R ADJtJDiCATiQIN Beneficiaries or Heirs (continuation of Question #8A) Estate of Mary E. Rynard ,Deceased . Name andndtlsse aesa~ Pear ~ ~memat Releaaship and comments, x am i Russell L. Rynard None $4362.44. 32 Tumbridge Lane .- Carlisle, PA 17015 Joan M: Garcia-Cruz Daughter 42:5 96 Partridge Circle Carlisle, PA 17013 Jodi L..Rynard Daughter 37.5 B2 East Penn Street Carlisle, PA 17013 _ Christian Fralish Grandson 2:5 • 75'Main Street 1~lew. Kingstown, PA 17072 Adam Fralish Grandson 2.5 75 Main Street New Kingstown, PA 17072 Leann Sutton Granddaughter 2.5 55 Gasoline Alley • Carlisle, PA 17013 Aaron C. Beidel Grandson 7.5 "13 Fisher Run Road Diliburg, PA .17019 Tazhon Kameii Eugene Davis Great-grandson 5% 62 EasYPenn'Street CaHisle, PA 17013 Form OG01 Rev. 10-13-08 PETtTiQN FC~R ADJUDICATION Estate of Mary E. Rynard ,Deceased 10. Outer 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. Above Attachment Total ~. If the estate is insolvent, attach a schedule setting forth the order of preference under: 20 Ps.C.S. § 3392 and the proposed payments. 11. Was family exemption claimed? .........:.....................................................................:.::..,.:. Q •Yes~ ®: No Was family exemption allowed? ..................:......................................................................: ~ Yes :~ No Family exemption claimants name and relationship: Name: Relationship: Fam OC-01 Rsv. ~ar~-2oos coryri~ ~cl zoos w~m.omvere «ry rns iamvw o~, inc. Page 6 of 10 PETlT!©N F~7R At3JUDlCaTlON Estate of Mary E. nand , Deoeased 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 asfollows, ,• Date Payment Interest o~oerzolz Zo,ooo.oo o.oo 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 pertormed, 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: None B. Has notice of the question requiring adjudication been given to the parties ident~ed in Paragraph 9 above? ............................................................ ^ Yss ~ .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. Fofmm OC-01 Rev. tats•2oos ~ copyhpM le) zoos form edbwre aNy The tauabr Group, tr~c. Page 7 of 10 PETtTIC1N F£3R ADJUDICp-TION Estate of Mary E. Rynard ,Deceased 16:.Had.thetlecedentbeen adjudicated an incapacitated person? .......................................::.:: ^ Yes {~ N° 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. ~ r 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. ; 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 ih interest? ...........................................................................................: ^ Yes .® N0 If so, attach a copy of the notice. 19. Is the Court being asked to direct the filing of a Schedule of Distribution? ................................................................................ ^ Yes ® ho As to real estate only? ......................................................................................................... ^ Yes ^ No Fam OG-01 Rsv, ~a~~-zoos coPydpn ~cl 2ooe tam sa~w.e awr tns ~adow C+raup, rye. Pape 8 of 10 PETtTttJN t=~R A©JUDICpT1ON Estate of Mary E. Rynard ,Deceased 16: .Had.thedecedentbeen adjudicated an incapacitated person? ......................................:::.::. ^ Yes ~ No ..; tf 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. ~9 0 Af1101J/N 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. 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 Fam OC-01 Rev. ~ar~-soos copyraM Icy zoos }am wnvrare o„y n„ i,,y,,,.r o,o,~, p,~, Page 8 of 10 PET6TIUN FUR ADJU©f~ATlON Estate of Mary E. Rxnard ,Deceased Wfierefore, 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: ~oaomaa.ae~ra~ ,unsex „ B. Principal rs~ am~ex P,opo,6on Russell L. Rynard .4,362.44 Joan M. Garcia-Cruz 42.5°~ Jodi L. Rynard 37,g% Christian Fraiish 2.5% Adam Fralish 2.5% Leann Sutton 2.5% Aaron C. Beidel 7,5% Tazhon Kameil Eugene Davis 5% Submitted By: (All pefifioners musf sign. Add additional lines if necessary): ame of Petitioner: Joan M. Garcia-Cruz Name of Petitioner: Name of Petitioner: Fam OC-01 Rev. faeszoos copyrfpM Icl zoos trnm callwere °rxy The L°Gerr C3roup, y,a Pape 9 of 10 PETlTI~-N FC1R ADJUDIC~-T1DN Estate of Mary E. Rynard ,Deceased Verfficatfon of Petitioner (Verification must be by at least one petitioner.) The undersigned hereby verifies * [that br.~efre is ~„~ of the above-named .,~,,,~ w .. andj that the facts set forth in the foregoing Petition for Adjudication /Statement of Proposed Distribution which.are within the.persohaf knowledge of the Petitioner are true, and as to facts based on the information of others, the Petitioner, afterdiligent 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.. . unswom faisification to authorities). _ _... . Sig furs of Petitioner Joan M. Garcia ruz Signature of Petitioner Signature of Petitioner * Corporate petffioners must compleb' bracketed informatlon. _.. Certffication of Counsel The undersigned counsel. hereby certifies that the foregoing Petition for Adjudication/ Statement of Proposed DistribUticSn is a Prue ahdaccurate reproduction of the form:Petition authorized by the Supreme Court, and that no changes to the form have been made beyond.the responses herein. Si sel Petitioner rlfFie wrm OG01 Rev. tats-loos copyrgM (c> zoos Corm eoMrere aYy The txw,er crag, mc. Page 10 of 10 In re: IN THE COURT OF COMMON PLEAS CUMBERLAND COUNTY, PENNSYLVANIA Estate of Mazy E. Rynard, :ORPHAN'S COURT DIVISION late of Cazlisle Borough : No. 2112-00330 Cumberland County, Pa., deceased PA No. 21-12-0330 DATE OF DEATH: February 28, 2012 LETTERS GRANTED: Mazch 20, 2012 FIRST COMPLETE ADVERTISEMENT April 19, 2012 OF GRANT OF LETTERS DISTRIBUTION OF ESTATE INCLUDED IN ACCOUNTING DISTRIBUTION AMOUNT IS $249,761.83 GROSS VALUE OF ESTATE IS $389,854.26 ACCOUNTING FOR THE PERIOD March 20, 2012 through January 30, 2013 Purpose of the Account: Joan M. Garcia-Cruz, 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 cazefully examined. Requests for additional information, questions or objections can be discussed with: Bradley L. Griffie, Esquire Attorney for Petitioner 200 North Hanover Street Cazlisle, PA 17013 (717)243-5551 (800)347-5552 ~ ~ ~, ~~ ~ ~~ rn ~ n ~ ~' ' ~ ' cn zr ~ k~ ~ r-- rn ~u'~' ~^- o rn rvt ~~ ~~ ~ ~-, ,~, -c~ a~ -n -ti7 ti~ r'a .~., ~ KQ.,. ~ ~ ~ -~t ~ i-- rn r~- sy, E-+ rv cn a m 2 PRINCIPAL ASSETS RECEIVED REAL ESTATE: 423 North Pitt Street, Carlisle, PA Subtotal STOCKS AND BONDS: 1. PNC Bank Corp. 528 shares at $59.54/share 2. La-Z-Boy Incorporated 1,650 shazes at $15.20/shaze Subtotal CASH AND BANK DEPOSITS: 1. Citizens Bank -Checking Acct. #~~'XX6789 2. Citizens Bank -Savings Account. #2777 3. Raymond James - TOD Investment Account Investment Account No. XX}~1333 Subtotal PERSONAL PROPERTY AND VEHICLES: 1. 1994 Buick Lasabre -Series #1G4HP52L1RYSYY85E 2. Personal Property (Auction) 3. Cumberland Valley Memorial Gardens Cemetery Plot Subtotal 27 000.00 $27,000.00 $31,437.12 25.080.00 $56,517.12 $ 17,305.50 164,984.59 34,812.94 $217,103.03 $ 1,000.00 2,501.50 2,179.00 $ 5,680.50 3 ADDITIONAL RECEIPTS: 1. CenturyLink Refund 2. Sentinel Subscription Refund 3. Highmazk Health Insurance Refund 4. State Farm Automobile Insurance Refund 5. Medco Health Insurance Premium Refund 6. Real Estate Tax proration at settlement 7. State Farm Homeowner's Refund 8. PA Tax Rebate Subtotal NON-PROBATE ASSETS: 1. Symetra Life Insurance Company Annuity No. XXXXJ~9904 (Payable to named beneficiaries) 2. Raymond James Financial Services, Inc. IRA Account No. XXXX4651 (Payable to named beneficiaries) Subtotal JOINTLY-OWNED PROPERTY 1. Citizens Bank (1/2 value) Checking Account No. X6785 (Joint owner: Joan M. Gazcia-Cruz) 2. Citizens Bank (1/2 value) Checking Account No. X8371 (Joint owner: Russell L. Rynard) Subtotal $ 5.67 38.58 5.57 180.48 332.20 169.46 488.37 250.00 $ 50,167.14 24,098.34 $ 8,359.76 4,362.44 $ 1,470.33 $ 74,265.48 $ 12,722.20 4 GAINS AND LOSSES ON LIQUIDATIONS AND OTHER DISPOSITIONS• LOSSES/COSTS: 1. Raymond James TOD Investment Account (-) 36.83 Account No. X31333 2. La-Z-Boy Incorporated Stocks (-) 4,462.47 (includes withholding) 3. PNC Bank Corp. Stocks (-) 767.71 4. Raymond James TOD Investment Account (-) 183.14 Refund of post-death dividend Subtotal (-)$5,450.15 GAINS: 1. Citizens Bank Checking Account No. 3~30~6789 2. Citizens Bank Savings Account No. X32777 3. PNC Dividend Check 4. Raymond James Dividend Check $ 146.51 3.24 211.20 184.80 $ 545.75 INTEREST ACCRUED ON ESTATE CHECKING ACCOUNT: None Subtotal Total Principal of Estate with Adjustments $ .00 $389,854.26 5 DISBURSEMENTS OF PRINCIPAL DEBTS OF DECEDENT: 1. Highmazk Blue Shield -Health Insurance $ 334.00 2. Borough of Carlisle (Water/Sewer) 72.90 3. PPL Electric Utilities 35.88 4. Medical Billing 44.36 5. George T. Hicks, Tax Collector (personaUper capita tax) 4.90 6. Marshall & Isley Trust Co. (Overpayment of pension) 189.54 7. CenturyLink 5.67 8. Comcast 12.32 9. JC Penney Credit Card 33.66 10. Checks processed through decedent's account post-death 60.58 CenturyLink - $57.23 AT&T $3.30 Subtotal Subtotal FUNERAL EXPENSES: 1. Hoffinan-Roth Funeral Home, Inc. $ 8,084.84 2. Georges Flowers 279.84 3. Cumberland Valley Memorial Gazdens (engraving) 490.00 4. Pastor expense 100.00 5. Luncheon/Wake expenses 240.23 Subtotal $ 793.81 $19,453.17 $ 9,194.91 6 ADMINISTRATIVE EXPENSES AND COSTS: 1. Attorney's fees to Griffie & Associates 2. Probate fees 3. Advertising-Cumberland Law Journal 4. Advertising -The Sentinel 5. Personal Representative's Commission 6. Auction fees to Rowe's Auction 7. House Cleaning (Jodi Rynazd) 8. State Farm (Homeowner's Insurance) 9. Brad Boores (Lawn Service) 10. Shane Bouder (Trash removal) 11. PPL Electric Utilities 12. Real Estate Settlement Costs and Fees Realtor's Commission $2,125.00 Transfer Tax 270.00 Seller's Assistance 1,100.00 Tax Proration (School) 9.54 Subtotal TAXES: Pennsylvania Inheritance Tax Discount Subtotal Total Disbursement of Principal $ 8,000.00 470.50 ?5.00 189.54 3,000.00 920.52 300.00 524.00 215.00 750.00 53.17 3,504.54 $18,002.27 $15,898.82 (-1 794.94 $15,103.88 $43,094.87 PRIOR DISTRIBUTIONS OF NON-PROBATE AND JOINT ASSETS 1. Symetra Life Insurance Co. $50,167.14 Annuity No. X9904 7 2. Raymond James Financial Services, Inc. 24,098.34 IRA No. XX7~4651 3. Citizens Bank 4,362.44 Checking Account No. X8371 4. Raymond James Financial Services, Inc. 17,369.64 TOD Investment Account No. X~~1333 (1/2 distribution to beneficiaries) Subtotal $95,997.56 PRIOR PARTIAL DISTRIBUTIONS 1. Aaron C. Beidel (7.5%) $15,000.00 2. Tazhon Kameil Eugene Davis (5%) 10,000.00 3. Adam Fralish (2.5%) 5,000.00 4. Christian Fralish (2.5%) 5,000.00 5. Leann Sutton (2.5%) 5,000.00 6. Jodi L. Rynard (37.5°!0) 75,000.00 7. Joan M. Garcia-Cruz (42.5%) 85,000.00 Subtotal $200,000.00 PRIOR IN KIND DISTRIBUTIONS 1. 1994 Buick LaSabre to Jodi L. Rynard $1,000.00 Subtotal $1,000.00 TOTAL DISBURSEMENTS AND DISTRIBUTIONS $340,092.43 NET ASSETS/PROCEEDS AVAILABLE FOR DISTRIBUTION TOTAL $ 49,761.83 8 PROPOSED DISTRIBUTIONS TO TESTAMENTARY BENEFICIARIES AFTER ACCOUNT CONFIRMATION 1. Aaron C. Beidel (7.5%) 2. Tazhon Kameil Eugene Davis (5%) 3. Adam Fralish (2.5%) 4. Christian Fralish (2.5%) 5. Leann Sutton (2.5%) 6. Jodi L. Rynard (37.5%) 7. Joan M. Garcia-Cruz (42.5%) Total Distributions Total Share of Distribution TOTAL PROPOSED DISTRIBUTION OF PRINCII'AL AND INCOME: $ 3,807.14 2,538.10 1,269.04 1,269.04 1,269.04 18,035.69 21.573.78 $ 49,761.83 100% $49,761.83 9 Joan M. Garcia-Cruz, Executrix of the Estate of Mary E. Rynard, deceased, hereby declazes 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. ~ ~~ ~ ~~~. oan M. Gazcia-Cruz, Executrix Sworn and subscribed before me, This ~'tiay of , 2013 ~d I M~oLY~L PEiiE; se~a~ i~n~l~llndOeunl~DtA 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. B e, quire 10 j~~ .. O~ r~ y#AT^'~) ~~