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Home My WebLink About02-26-13ESTATE OF :COURT OF COMMON PLEAS DONNA M. FEASTER :CUMBERLAND COUNTY PENNSYLVANIA ~ ~ ~, ~ ORPHAN'S DIVISION 3c ~,°. -n ~ c °° `~, r-r-, -- c7 ~~~ m :FILE NO.: 21 12-0948 ~ ~~ ~ -~~ , ;. %~ PETITION FOR SETTLEMENT OF AN ESTATE ~ M'' ~ y UNDER $25,000 UNDER $3531 OF THE R ~`~i `~' - "~~ ~`~ ~ PROBATE, ESTATES AND FIDUCIARIES CODE ~ ~-~ ~''' `~' - c.r~ n The Petition of Virginia A. Balog, Executrix of the above entitled estate, respectfully represents: 1. Decedent is Donna M Feaster, who died August 15, 2012 with an address of 35 Eastgate Drive, Apt. 105, Carlisle, Cumberland County, Pennsylvania; 2. Petitioner is Virginia A. Balog, Executrix of the Estate of Donna M. Feaster; LAW OFFICES OF STEPHEN J. NOGG 19 S. HANOVER STREET SUITE 101 CARLISLE, PA 17013 3. Letters Testamentary were granted to Petitioner on August 30, 2012 by the Deputy Register of Wills of and for Cumberland County, Pennsylvania; 4. The Decedent's estate on her date of death comprised of the following: M&T Checking Account No. 9849713509 $ 57,97 Maranatha-Carlisle Financial Management Service - $5,102.44 Client Account 1988 Pontiac Sedan VIN#1 G2AF51 R7JT251955 $ 400.00 Comcast Refund $ 31.56 c~~' Kemper Insurance Refund $ 131.00 East Gate Apartment Refund $ 429.50 Brethren Mutual Insurance Refund $ 21.00 TOTAL GROSS ASSETS $6,173.47 5. Disbursements made on the decedent's account prior to the LAW OFFICES OF STEPHEN J. HOGG 19 S. HANOVER STREET SUITE 101 CARLISLE, PA 17013 filing of this petition include: EXPENSES AND DISBURSEMENTS West Shore EMS $ 111.74 DCM Services $3,906.73 Holy Spirit Hospital $1, 050.00 PA Neurosurgery Neuroscience $ 168.22 Camp Hill Emergency Physicians $ 54.13 Oakwood Radiation $ 540.00 Bank Service Charge 11/14/12 $ 14.95 Bank Service Charge 12/14/12 $ 14.95 Bank Service Charge 01/14/13 $ 14.95 Sub Total $5,875.67 ADMINISTRATIVE EXPENSES Myers-Harner Funeral Home $3,005.00 Letort Cemetery Association $ 500.00 Personal Representative $1,000.00 Attorney Fee $1, 000.00 Probate fees $ 100.50 Inventory and Inheritance Tax Form Filing Fee $ 30.00 Advertisement: Cumberland County Law Journal $ 75.00 The Sentinel $ 189.54 Petition Filing Fee $ 15.00 Inheritance Tax $ 3.80 Sub Total $5,918.84 TOTAL EXPENSES AND DISBURSEMENTS $11,794.51 6. Pennsylvania Inheritance Tax Return was filed with the Cumberland County Register of Wills on October 18, 2012 with said re#urn showing the estate net value less than $25,000.00; 7. Ten days written notice of intention to present this petition to the Cumberland County Orphan's Court has been given to every unpaid beneficiary, heir or claimant who has not joined in the petition or consented thereto; and 8. There is no net value to the estate available for distribution and therefore the Petitioner as the Executrix should be discharged. LAW OFFICES OF STEPHEN J. NOGG 19 S. HANOVER STREET SUITE 101 CARLISLE, PA 17013 oa~e. ~3 Stephen J. Hogg, Es~ui~(e Counsel for the ~~ Estate of Donna M. Feaster and Executrix, Virginia A. Balog BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION PO BOX 280601 HARRISBURG PA 17128-0601 NOTICE OF INHERITANCE TAX ~ Pennsylvania APPRAISEMENT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE OF DEDUCTIONS AND ASSESSMENT OF TAX REV-1547 EX AFP clz-12) STEPHEN J NOGG ESQ STE 101 19 S •HANOVER ST CARLISLE PA 17013-3326 DATE 01-07-2013 ESTATE OF FEASTER DONNA M DATE OF DEATH 08-15-2012 FILE NUMBER 21 12-0948 COUNTY CUMBERLAND ACN 101 - APPEAL DATE: 03-08-2013 . • (See reverse side under Objections) Amount Re~itted MAKE CHECK PAYABLE AND REMIT PAYMENT T0: REGISTER OF WILLS 1 COURTHOUSE SQUARE CARLISLE PA 17013 CUT ALONG THIS LINE _ -~'~ R_ETA_IN LOWER POR_TION_ FOR YOUR RECORDS F-- _ _______________ REV-1547 EX AFP C12-12~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR _ DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF: FEASTER DONNA MFILE N0.:21 12-0948 ACN: 7n) nsr~. n,_n~_7n~z TAX RETURN WAS: C X) ACCEPTED AS FILED C ) CHANGED APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN i. Real Estate (Schedule A) (1) .0 0 NOTE: To ensure proper 2. Stocks and Bonds (Schedule B) C2) .0 0 credit to your account, 3. Closely Held Stock/Partnership Interest (Schedule C) C3) .0 0 submit the upper portion 4. Mortgages/Notes Receivable (Schedule D) (4) .0 0 of this form with your tax payment. 5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) C5) 6,17 3.4 7 6. Jointly Owned Property (Schedule F) (6) .0 0 7. Transfers (Schedule G) C7) .0 0 8. Totai Assets (8) 6.173.47 APPROV ED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule .H) (y) 6 . 030.04 10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 111.7 4 11. Total Deductions (ll) 6, 141.78 12. Net Value of Tax Return C12) 31.69 13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .0 0 14. Net Value of Estate Subject to Tax C14) 31.6 9 NOTE: If an assessMent was issued previously, reflec t figures that include the total ASSESSMENT OF TAX: 15. Amount of Lfne 14 at Spousal rate 16. Amount of Line 14 taxable at Lineal/Class A rate 17. Amount of Line 14 at Sibling rate lines 14, 15 and/or 16, 17, 18 and 19 will of ALL returns assessed to date. c15) .00 x 00 = .00 C16) _ 00 x 045 = . 00 C17) 31 _ 69 x 12 = 3.80 c18) .00 x 15 = .00 c19)= 3.80 18. Amount of Line 14 taxable at Collateral/Class B rate 19. Principal Tax Due TAX CREDITS: PAYMENT DATE RECEIPT NUMBER DISCOUNT (+) INTEREST/PEN PAID (-) AMOUNT PAID 10-18-2012 CD016653 .19 3.80 TOTAL TAX PAYMENT 3.99 BALANCE OF TAX DUE .19CR INTEREST AND PEN. .00 TOTAL DUE .19CR ~ IF PAID AFTER DATE INDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.