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Home My WebLink About06-24-13 , t ESTATE OF : IN THE COURT OF COMMON PLEAS ISABEL M. M�}RGAN : CUIVIBERLAND CQUNTY,PENNSYLVAr � • �, ,�,� � . : ORP'HANS' COURT DIVISION w� C`� � —1 U �� : NO. '� �- ��' � tD I ow �4 o `� �� '—' o PETITIC}N IINDER SECTitaN 3102 �F THE PRtJBATE o� � o ESTATES AND FIDIT�IARIES CODE FOR � �� SETTLEMENT OF SMALL ESTATE `�`� TO THE HONORABLE JUDGES OF SAID COURT: Roger B. Irwin, Esquire, your Petitioner, files this Petition for Settlement af a Small Estate under the provisians of Section 3102 of the Probate, Estates and Fiduciaries Code and in suppart thereof avers that: (1} Yaur Petitioner, Rager B. Irwin is a campetent adult residing at 233 Avon Drive, Carlisle, Pennsylvania 17013, and is the attorney of the above decedent. (2} Isabel M. Morgan, died an December 16, 2aU8 at the age of 98 years, but prior thereto was last domiciled at Green Ridge Village, 210 Big Spring Road, Newville, Pennsylvania, Cu�mberland County, Pennsylvar�ia. A copy af Decedent's Death Certificate is attached hereto as Exhibit"A." (3} Isabel M. Morgan died without a Will. {4} Isabel M. Morgan had na probate estate when she died ather tha�the failowing: Annuity Palicy 10GA333992 with Aviva Life and Annuity Campany with a value af$9,829.18. Correspondence from Aviva Life and Annuity+�ompany is attached hereta as E�ibit"B." Checking account with ACNB Barik with a value of $225.79. Correspondence fram ACNB Banlf is attached hereto as E�ibit G4�"'�•�7 lr LTnclaimed Properry with an approxirnate value of$bOCi.UO. A list of assets with Unclaimed Property is atta.ched hereto as Exhibit {�D�� 5} The sole heirs and relationship to the Decedent are as follows: The Decedent has no living family members. 4 (6} The Pennsylvania Department of Public VVelfare maintains a claim against the Decedent in the amount of$313,064.59. A capy of the Pennsylvania Department of Public Welfare Claim is attached hereta as Exhibit"E." (7} All assets in the name af the Decedent will be closed and the funds, less estate . aministration casts, will be farwarded to the Pennsylvania Department of Public Welfare. WHEREFORE, your Petitianer respectfully requests that an Order be made authorizing R.ager B. Irwin, Esquire to act as Fiduciary a�d claim the proceeds with Aviva Life and Annuity Company, ACNB Bank and Unclaimed Property and pay to the Pennsylvania Deparl:ment of Public Welfare Claim,pursuant to Section 3102 of the Probate,Estates and Fiduciaries Code. �C��,.�. By '1 Roger B. rwin,Esquire �upreme�ourt I.D. No. 6282 IRWIN&McKNIGHT,P.C. 60 �Test Pomfret Street Carlisle, PA 17'013 (717)249-2353 , CQN�MONWEALTH OF PENNSYLVANIA : COUNTY OF CUMBERLAND : Roger B. Irwin, Esquire, being duly sworn according ta law, deposes and says that the facts contained in the foregoing Petition are true and carrect to the best of his knowledge, information and belief, Swom d subscribed before me this ay of 3une, 2013. ��.M,�F��iAN�°► � ��x �.��aet,�tr.�+�`t��t� ;��r�.�mb��'��atttY , ��;,,��c�� t�,.� �d'�5 � M�MgEW p�NNN$r`1.VP+iV otary ublic ��-�� , , � _. +�� Aviva Life and Annuity Campany - January 28,2G113 ESTATE t�ISABEL C/O 65 E MAIN ST NEWVI�I.E,PA 17241 Dear ESTATE t31SABEL: We are halding unciaimed property in the amount of$9,829.18 from 05l20/201U due to the person ar business iisted above.A review of our records indicates that you may be the owner of or have an interes#in the property. For questians regarding#his property please contact customer service at{800)800-9882. You must respand to this letter or the funds wiit be submitted ta the PENNSYLVANIA State Treasurer's C?ffice in accordance with its aba�doned property laws.At that poin#,the funds will no langer be paid by Aviva Life and Annuity�Company and a claim must be filed w�th#he appropriate authority in PENNSYLVANIA. Sincerefy, Aviva Life and Annuity Company P�EASE SIGN BELC�W TO ACKNOWLEDGE 4WNERSHIP QF THIS PRUPERTY Last four digits of your SSN or Tax iD for verification purposes: jREQUIREC�) Signature: Date: !f the address above is incorrect please provide your corrected address beiow: Please ailow ua ta 8 weeks tor processinc�and note that addtt�onal infarmat�on mav be reauired to process vour claim before#he funds can be released.lf addltional information is reauired or chan�res are reauested to be made res�ardina#h�above name and/or address then the time needed ta arocess_ the claim wll!be extended. � Re:Praperty:C►C 10GA333992 and Policy: 10GA333992 Please fa�c or mai{the completed form to: Fax:877-389-2881 or Aviva Life and Annufty Company Att.Anthony McDowel!-Escheatment 3�-10E' PO Box 1555 Des Moines, lA 50306-9985 �� k #��{,�� E , � Page 1 of 1 Pam Yorlets From: Pam Yorlets Sent: Tuesday, February 05, 2013 9.12 AM To. 'jpyorlets a�"3comcast.net' Subject: FW:ACNB Bank account dormant .................s.................,..,..........,....................,......,.....................,...........................,...,......:..�,,,,..,,..:.,..,.,,,,,,.:.,..,,,.,.:..,...,,,,..................................................._._s.. ..................................................�--.._................-�--�---�--................................................. .........._............._........----...................., Fram: Lindsay, Doug [mailto:dCindsay@acnb.com] Sent: Tuesday, February�5,2013 9:1�AM To: Pam Yoriefis Subject: ACNB Bank accaunt dormant Hi Pamela, � ,7 �� We have an account for lsabel Morgan that is in dormant status. Yau are(isted as P(JA on this account. Can you update me on the status of this account to your knowledge?Thanks. i��`�..'�--...�..��....__,M..._ .-._.'.,�_ �t �`..� ��--�'� 7� '� �. ,�' �-- Retail Office Manager NMLS#631851 Newville C}ffice ACNB BAl�K 1-8bb-683-5913 dlindsqy@acnb.cam CONFIDENTIALIT�NC►TI�E: This email and any attachments may contain information that is privileged, confidential, or otherwise protected from disclosure. If you are not the intended recipient of this ernail,please notify the sender immediately by return email and delete this message. Further,if this email was received in error, any disclosure, dissernination, distributian, copying or other use of this message or any attachments is strictly prohibited. R?r.... �,�� .,.��-.� ... _ �..�.:..._..- � ��.... �� _ �{r�� ,�� .�� . 1 __.�__ �. � ��;,�. _.. ��=� � j �/`'+' i 215/2013 Pennsytvania Treasury-Bureau ofUnclaimed Property- hrip://www.patreasury.govlUnclaimed/SearchlZesutts.as� ! � Back � N�ew Se�arc� Search Resutts■ ■ �.°��n Accounts appearing on this page wiil remain visible and claimable even after a claim has been initiated.The praperty wiil be removed from the Web site once Treasury has received sufficient documentation to prove entittement, To learn more about an account and how to claim i#,check the box next to the name and then press'Request Claim Form'.The rows are color coded to assist in your ciaim inquiry as single and joint owner properties may not be combined on a claim inquiry form, Green rows show properties where you must contact the office to de#ermine eligibility. White rows show singie owner property records,click on those that you are entitled to claim. Gray rows show jaint owner property records,click on those tha#you are entitled to claim. Reset Search Resufts for: Mt�RGAN,tSABEL Request Cl�im Form � Claim �ast First M.1. City St T.�p Hoider Amount Name Name ('— M4RGAN ISABEL �� Newviile PA 17241-0000 Harleysville Mutual Insurance Cornpany Under$100 (� M{3RGAN ISABEL M Lansdale PA 19446 Prudential Insurance Corr�aany Qver$10C1 : � MORGAN tSABEL M Newville PA 17241- Mony Life Insurance Company Under$100 � MQRGAN 1SABEL M Newville PA 17241-a000 Mony Life Insurance Company Under$100 j— MQRGAN iSABEL M Newville PA 17241- Chubb Life Insurance Corr�any Of Under$100 Arnerica � MORGAN ISABEL �M ~ Newvilie PA 17241 Millviile Mutual Insurance Gompany Under$10Q � MtJRGAN iSABEL M Nevwille PA 97241-OCi93 Metiife fnc Under$10Q j� MQRGAN ISABEL M Newville PA 17241-CfQ93 Metlife inc Over$100 }�'f MORGAN ISABEL MILLER Newville PA 17241-0000 Chubb Life{nsurance Co Qf America Under$100 �""' MC?RGAN iSABELLA Philadelphia PA 1914Q-4320 John Hancock Financial Svcs Demute Qver$100 Cash �"` MQRGAN ISABELLA M Bethlehem PA 18015 Colonial Penn Life Insurance Company Over$100 Reset Search Results for: MORGAN,fSABEL Request�laim Focm 1 ; 1 of 1 6J512013 1 U:29 , . ;� � 'p�'t"'!'11S�f�.VclC11r� DEPARTMElUT OF PUSLI� WELFARE j�� ,r +��`(� ��_��i',��r ��F�� i��;' . q�� ..i.. ��r��' . �� a'� `�� j�� .� �, February 8, 2C313 ��4��{��L�falic��i�i�� ,— �-��j��`�#�.�`� IRWIN 8c MCKNIGHT !AW OFFICES Rt3GER B IRWIN ESQUIRE WEST PC?MFRET PR{JFESSIC7NAL BUILDING 60 WE�T POMFRET STREET CARLISLE PA 17013-3222 Re: Isabel Morgan CIS #: 27U153427 ' SSN; ###-##-8636 Date of Death: 12i16i24C}8 Dear ROGER B IRWIN: } Please be advised that the Department of Public Welfare maintains a claim �n the amount of�31�,064.59 against the abave-mentioned estate. This ciaim is far restitution of inedical assistance granted on behalf of the decedent far which the Probate Estate is naw responsible ta reimburse the Department according to Act 49, 62 P.S, 1412, effective August 15, i994, as amended by Act 2t?-95, effective June 30, 1995. Enclosed is the Department's itemized statement of claim. A portion of this medical expense, namely �23,066.09, was incurred during the last six manths of the decedent's lifie; therefore, it is a Class 3 claim pursuan� to Sectian 3392 of the Decedents, Estates, and Fiduciaries Code, 20 Pa, C.S.A. 3392�3). The balance af the claim, namely $289_9_�8.50, is to be entered as a priority C1ass 5.1 claim against the . estafie. Please acknowledge receipt of this fetter and advise whether the Cammanwealth`s c�aim is admitted and when payment may be expected. If the estate accounting is compiete, please provide a copy. If the estate contains real es#ate, piease provide copies of the deed, the latest tax assessment, and a current appraisal, if avaifable. Sincerely, ��!�� _ � Marianne Meckley TP� Program Investigator 717-?72-6246 717-772-6553 FAX Enclosure .�.:��„�,�,,�.�.��,,�.�.,,�. ,�...��.�»�,,.�.�w.�.��..�..,�.�,.,�,�.�.�,��,�� ,��. Sc►reau of Fragrarn Integrity � Dtvision af Third Party uability � Recovery�ection PO 8ox 8486 (H�rrisburg,Pennsylvania 171Q5-8486