HomeMy WebLinkAbout07-12-13 �
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Estate of : IN THE COURT OF COMMON PLEAS OF
ISABEL M. MORGAN : CUMBERLAND COUNTY,PENNSYLVANIA
:
: ORPHANS' COURT DIVISION
: No. � _ j � '7 dz�
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ORDER OF COURT
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AND NOW, this �da of 2013 u on consideration of
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the attached Petition Under Section 3102 of the Probate, Estates and Fiduciaries Code for
Settlement of Small Estate, it is hereby ordered and directed that an Order be made authorizing
Roger B. Irwin, Esquire to act as Fiduciary and claim the proceeds with Aviva Life and Annuity
Company, ACNB Bank and Unclaimed Property, and pay the Pennsylvania Department of
Public Welfaxe Claim,pursuant to Section 3102 of the Probate, Estates and Fiduciaries Code.
BY THE O T,
J.
s A.Piacey
Common Pleas Judge
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ESTATE OF : IN THE COURT OF COMMON PLEAS
ISABEL M. MORGAN : CUMBERLAND COUNTY,PENNSYLVANIA
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AMENDED "<-�- c� u c.� � r�;
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PETITION UNDER SECTION 3102 OF THE PROBATF,� . �� .:�' �= `
ESTATES AND FIDUCIARIES CODE FOR ; :��� � ����' . �
SETTLEMENT OF SMALL ESTATE `- " �
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TO THE HONOR.ABLE JUDGES OF SAID COURT: +`
Roger B. Irwin, Esquire, your Petitioner, files this Petition for Settlement of a Small
Estate under the provisions of Section 3102 of the Probate, Estates and Fiduciaries Code and in
support thereof avers that:
(1) Your Petitioner, Roger B. Irwin is a competent adult residing at 23 3 Avon Drive,
Carlisle, Pennsylvania 17013, and is the attorney of the above decedent.
(2) Isabel M. Morgan, died on December 16, 2008 at the age of 98 years, but prior
thereto was last domiciled at Green Ridge Village, 210 Big Spring Road,
Nevwille, Pennsylvania, Cumberland County, Pennsylvania. A copy of
Decedent's Death Certificate is attached hereto as Exhibit"A."
(3) Isabel M. Morgan died without a Will.
(4) Isabel M. Morgan had no probate estate when she died other than the following:
Annuity Policy lOGA333992 with Aviva Life and Annuity
Company with a value of$9,829.18. Correspondence from Aviva
Life and Annuity Company is attached hereto as Exhibit"B."
Checking account with ACNB Bank with a value of $225.79.
Correspondence from ACNB Bank is attached hereto as Exhibit
«C »
Unclaimed Property with an approximate value of$600.00. A list
of assets with Unclaimed Property is attached hereto as Exhibit
«D »
(5) The sole heirs and relationship to the Decedent are as follows:
The Decedent has no living family members.
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(6) The Pennsylvania Department of Public Welfare maintains a claim against the
Decedent in the amount of$313,064.59. A copy of the Pennsylvania Department
of Public Welfare Claim is attached hereto as Exhibit"E."
(7) Attorney fees in the amount of$750.00 will be charged to the estate.
(8) All assets in the name of the Decedent will be closed and the funds, less estate
aministration costs, will be forwarded to the Pennsylvania Department of Public
Welfare.
WHEREFORE, your Petitioner respectfully requests that an Order be made authorizing
Roger B. Irwin, Esquire to act as Fiduciary and claim the proceeds with Aviva Life and Annuity
Company, ACNB Bank and Unclaimed Property and pay to the Pennsylvania Department of
Public Welfare Claim,pursuant to Section 3102 of the Probate, Estates and Fiduciaries Code.
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. Roger . Irwin, Esquire
Supreme Court I.D. No. 6282
IRWIN&McKNIGHT, P.C.
60 West Pomfret Street
Carlisle, PA 17013
(717)249-2353 �
COMMONWEALTH OF PENNSYLVANIA : �
COUNTY OF CUMBERLAND :
Roger B. Irwin, Esquire, being duly sworn according to law, deposes and says that the
facts contained in the foregoing Petition are true and correct to the best of his knowledge,
information and belief.
Swo d subscribed before me ap�pNwEq�TH oF,PEN 1�
thi day of June, 2013. Mo�er+e��
KBt�er��.Noel;Notary pu6�k
Gu1isN��oro,CumbaH�nd CAUnty
x Ccmnm�n�r�s Det.g 2015
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No ary Public
: ORPHANS' COURT DIVISIQN
. COURT OF COMMON PLEAS QF
In Re: ISABEL M MORGAN : CUMBERLAND C4LTNTY
. PENNSYLVANIA
: N0.21-13-0704
CERTIFICATE OF SERYICE OF ORDER
ORDER DATE: 7/1212013
JLJL}GE'S INITIALS: TAP
TIME STAMP DATE: 7112I2013
IN RE: ORDER OF COLTRT
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SERVICE TC}: KAREN NOEL 64 W POMFRET ST CARLISLE FA 17013
KAREN NOEL 60 W POMFRET ST CARLISLE PA 17013
METHOI3 OF I��AILINC: ENVELOPES PROVIDED BY:
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❑� ❑JUDGE
❑HAND DELIVERED ❑CLERK(�►F ORPHANS COURT
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MAILED: 7/151�013
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