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Home My WebLink About08-13-13 � IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA ORPHANS' COURT DIVISION NO. 21-12-1166 ESTATE OF DALE W. MENTZER AFFIDAVIT OF SERVICE TO THE CLERK OF ORPHANS COURT: I certify that the attached correspondence dated July 2, 2013 along with a copy of the Petition For Settlement Of Small Estate filed in this matter on June 20, 2013 and the Order of Court dated June 26, 2013 were mailed to the interested parties in this matter via United States First Class mail and was not returned to me as undeliverable. !�+ � David A. Baric, Esquire DATE: August 2, 2013 , � -��. . . .._W _ ,_.,.� . . �_.s =,> `�' ; �':i � l ~ t'9 r� . {..,. C J . . �=.1 ' _ _ . , ` ,� -. ..... .. E_._ �.__, ) t � '"`) : . �,_;� " . , s... ; , i'� �°-T �� -� � _�_._.i . r.�`a < � , . _ ' �� C.� `3 ...� . �;i ;i: f l',': L",:7 C� `�i ,. . :.. �. :4:Y ..._. ..��..�� Y�.a , ,.�,�.�.�..,�„�..�.� �..��.. , .� .,.�,:.,...��,:�.,�,�.�ta�,.��-�..��,,..�,�.e,.r�,M� . . ,,..�,,,. _ �,.. �ARIC ��w�sts�,��s��t Carlisle,Pennsylvania 17013 �[ftorneys at Law {717}249-6$73 (71�}249-5755-Pax ►�7 CIIEF�ER dbaric�baricscherer,cam LLC David A. Baric Michuel A.Scherer Tricia D.Naylar Bref P.Shaffer Steuen j.Fishman Of Counsel J�y 2, 2013 Curkis J, Shearer,Jr. 745 West Claytan Avenue Clayton,New Jersey 08312 RE: Estate af Dale W. Mentzer . Dear Mr. Shear�r: Enclosed find a copy of the Petit�on For Settlement Qf Srnall Estate I filed in the above rnatter with the Register of Wills office on June 20 , 2013, along with a copy of the Order of Court signed by the Honorable Thomas A. Placey on June 2b,2013. � Very truly yours, BAKIC SCHERER C ! � G �f ` David A.Baric,Esquire �a��i Enc. cc: File dab.dir/estates/mentzer-dalelcurtis.ltr _ _ � . . . . _ ��. w. -�, � � �., _e.�.,�.w �..�.,,. ,,.»k°.� .....>. �..a...,.�,r M-w,� � ..-..,..:. � . IN RE: DALE W. MENTZER � �,�j, [N THE COURT OF C{:�MMON PI�EAS OF THE MNTH JUDICIAL DISTRICT ORPHANS' COURT DIVISION 21-12-1166 IN RE: PETITION UNDER SECTION 3102 OF THE PROBATE, ESTATES AND FtDUC1ARIES CiJQE F4R THE SETTLEMENT QF A SMALI. ESTATE �R[3ER OF �QURT �AND N4W, this 2�th day of June 2013, upon consideration of the Petition Under Section 3102 of the Probate, Estates and Fiduciaries Cade for the Settlement of a 5ma11 Esta#e, a CITATION is issued upan all interested parties #o show cause why the relief requested should nat be gran#ed. PETITIt3NER shall serve the petition and Citation t�pon all interes#ed parties. Praaf of serviee must be�led priar to the court entertaining a motian ta make citatian absalute. ��3'ATd�N R,�TU�tN�►B�E twenty cfays from the da#e of service by Peti#ioner. i.� �j � IIw '---I c� ''-- ,.� � `' C7 G? t:� •; a`� Q-- �„ � C� s_, =;° E�,- � � Q f.�.i l.�J LeJ � � ti,:: ;-- � --� '�2 t� L��' tt,� � U � � C:� � t..��.7 t"� --�j c.:_ � �». � � � � ; Thomas A. Placey C.P.J. Distributic�n: David A. Baric, Esq. Bonnie R. Wilt IN THE COURT OF C4MMON PLEAS OF CUMBERLAND CCIUNTY,PENNSYLVANIA ORPHANS' C(JURT DIVISION NQ.21-12-116b ESTATE C?F DALE W.MENTZER PRELIlYIINARY DECREE AND NOW,upan consideration of the Petition Under Section 3102 Of The Probate, Estates And Fiduciaries Code For The Settlement Of A Small Estate is to be issued to any parties in interest,to shaw cause,if a,t�y there be,why Bonnie R. Wilt should nat be permitted to make distributions as set forth in the attached Petition. This Citatian sha11 be returnable ,the,,,_day of ,2013, at a.mlp.m, in Caurtroom No. of the Cumberland County Courthouse, Carlisle, Pennsylvania. CLERK OF ORPHANS' COURT __ � �,. �.��, . ,.�.�,�.� �r �� .�,.��.�...� ��.-,.�a..��,��.�.._,,;_�? .�.�. �M��.d,� IN THE COURT UF CUMMON PLEAS QF CUMBERLAND CUUNTY,PENNSI'LVANIA ORPHANS' COURT DIVISIUN NO.21-12-1166 ESTATE 4F DALE'W.MENTZER CITATION � AND NOW, this day of , 2Q13, upon consideration af the within Fetition, it is hereby ordered and decreed that a citatian is awarded, directed to any parties in interest to appear and show cause, if any there be, why Bor�nie R. Wilt, Executrix of the Estate of Dale W. Mentzer should not be permitted to make the distributians requested in the Petition Ta Settle Small Estate. CITATION returnable the day of , 2013, at a.rn./p,m. prevailing time in the Orphans' Court Division, Court Room , Cumberland Caunty Courthouse, Carlisle,Pennsylvania. CLERK OF ORPHANS' COURT, IN THE COURT UF COMMON PLEAS OF CUMBERLAND COUNTY,PENNSYLVANIA ORPHANS' COURT 1)IVISION NO.21-12-1166 ESTATE OF DALE W,MENTZER ORDER AND NUW,thzs day of , 2013,upon cQnsideration of the attached Petition,the�ourt authorizes the Executrix,Bonnie R. Wilt,to make distribution af the estate as set forth in the Petition. The�ss�rninistrative costs and debts of decedent shall be paid in fuli, and tlxe balance of the esta#e shall be paid to the Executrix, Bonnie R. Wilt. BY TFIE CC}URT, J. David A. Baric, Esquire Baric Scherer LLC 19 West Sauth Street Car�isle, Pe�nsylvania 17013 Bonnie R. Wilt One Crraham Raad Newviiie,Pennsylvania 17241 ° � �, !°� w � � IN THE COURT OF CUMMON PLEAS �.:� � �' � OF CiTMBERLAND COIJNTY,PENNSYLVANIA � � �-, � � cs ORPHANS' CQURT DIVISIUN � x" '�' r`' r" �`,� r � rn o � � � � � pt`� NO. 21-12-1166 � o � � � � � � c..� �— ►�n ESTATE UF DALE W.MENTZER ;,� -�-+ �,� � � � � PETITION UNDER SECTION 3102 UF T�:[E PRQBATE.ESTATES AND FIl}UCIARIES CODE FOR THE SETTLEMENT OF A SMALL ESTATE TO THE HONORABLE NDGES OF SAID COURT: 1. Yaur Petitioner, Bannie R. Wilt,wha resides at 4ne Graham Road,Newville, Cumberland County,Fennsylvania. The Petitianer is the daughter of the decedent, Dale W. Mentzer. 2. The decedent,Dale W. Mentzer, died on October 25, 2012, at the residence of his daughter,Bonnie R. Wilt. 3. Letters Testamentary were issued to the Petitioner on November 6,2012,by the Register af Wills af Ciunberland County,Pennsylvania; no bond was required. 4. The Petitioner has filed a Pennsylvania lnheritance T�Return on February 12,2013. On or about Apri18,2013,the Department c�f Revenue approved the inheritance tax retvrn as filed in this matter. A copy of the approval is attached hereto as E�ibit"A." 5. The sole heir is the Petitioner,Bonnie R. Wilt, t7ne Graham Road,Newville, Cumberland County, Pennsylvania l7241. 6. No creditors are known to e�st in this estate aside from the ones listed here�n. 7. At the time af his death,the decedent' had the following two assets: A. Qrrstown Bank Account# 1060041 I� $13,906,00 B. Credits for funeral expenses from benevolent organizatians �66.00 Total: $14,372.00 WHEREFORE,the Petitioner,respectfully requests that they be permitted to distribute decedent's estate as follows: - 1. Probate fees $ 115.00 2. The Sentinel (obituary fee) $ 48.00 3. Advertising Fees $ 232.68 4. Inheritance Tax Return $ 20.00 5. Petition to Settle Small Estate $ 15.00 6. Legal Fees to Baric Scherer LLC $3,170.00 7. Bonnie R. Wilt, family exemption 3 000.00 $6,600.68 B C�CH RER LL , . u David A. Baric,Esquire ID #44853 19 West South Street Carlisle, PA 17103 (717)249-6873 Attorney for Fetitioner VER.IFICATIC)N I verify that the statements made in the foregoing Petition are true and correct. I understand that false statements herein are made subject ta the penalties af.l8 Pa.C.S. Section 4904 relating to unsworn falsification ta authorities, Date: �"" ��`� �� ,/d�t,�n-G-�-- d'� o ��t��:Ir Bonnie R. Wilt , : .. �� Nor�c� aF INHERITANCE rax � pennsy�van�a &UREAU OF INDIVIDUAL TAXES APPRAxSEMENT, ALLOWAFICE OR DISALlOWANCE DEPARTMENTOFREVfNLiE INNERITANCE TAX DIVISION �F DEDUCTIONS AND ASSESSMENT QF TAX R�1-154T EX AFP {09-12J PO BOX 280601 HARRISBIiRG Pp 17128-060I DATE 04-OS-2013 ES7"ATE OF MENTZER T1A�E W DATE OF DEATFt 10-25-2012 FII.E NUMBER 21 I2-1166 COUWTY CUMBERl.AND DAVID A BARIC ESQ aGN 101 19 W 50UTW ST APPEAL DATEs 06-07-2d13 CARL I SL E PA 17013-3445 (See reverse side under abjeciions) Amount Remitted�^ �� MAKE CNECK PAYABLE AND REMIT PAYMENT T0: RE�ISTER OF WILLS 1 CDURTNOUSE SClUARE � CARLISLE PA 17013 CUY ALON6 THIS LINE -�! RETAIN LOWER PORTION FOR YOUR RECORDS E� _____________________..___.._....__________________-------------------------------------------- REV-1547 EX AFP C12-lI) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISAt�LQWAtiCE OF DEDUCTIOFIS AND ASSESSMENT OF TAX ESTATE OF: MENTZER DALE WFILE N0. :2i 12-11b6 ACN: 101 DATE: 04-08-2013 TAX RETURN WAS; C}(} ACCEPTED AS F2LED t ] CHAN6ED APPRAISED VALUE OF RETURN SASED ON: d��aL RETURN 1. Real Estate {Schedule A3 t2) •a� N4TE: To ensure proper 2. Stacks and Bonds tSchedule B? t2} .00 credit to your account, .�� submit the upper partion 3. Ciosely He2d StccklPartnership Interest CSchedu2e C? C3} of this tor� with your 4. Nortgages/Notes Reseivab2e CSeheduie D) C4? 'd� #ax peyme�t. 5. Cash/Bank DepositstMisc. Persanal Property CSchedule E) (g) 14r372.00 6. Joi�tly �wned Property (Schedule F) �g� 94r481.00 i. Transfers CSehedule G) C7) '�� 8. Total Assets C8) 10$.853.t10 APPRLIVED DEDUCTIONS AND EXEMPTIONS: 9. Funeral HxpenseslAdm. Cas#s/Misa. Expanses tSchedule H3 �gy lOx9Q6.6$ 10. Deb#slMortgage Lfabilities/Liens tSchedule 13 (ip) �� 11. Total Deductions CI13 10i9db.b$ 12. Net Valua of Tax Return t22} 97,946.32 23. Charitablel6overnmenfial Beques#s; N�cn-elected 9113 Trusts tSahedule J) �i3} •Q0 14. Net Yalu� of Estate 5ubjeet to Tax C147 97,946.32 NOTE: If an assess�ent was 3ssued pPeviouslY, �ines 14, 15, 16, 1T, 18 andJor 19 will reflect figures that include the tatal of all �eturns assessed to date. ASSfiSSMENT OF TAX; 16. Amount of Line 14 at spousel rate C153 ��Q X 0�1 ° ,Q� 16. Amount of Line 14 taxable at lineal rate �Ib} �7.9G6_�9 X pt�t"j = fj�f{Q7,�$ i7. Amount of Line i4 at sibl3ng rate t17i .�d X i2 '� .00 18. Amount of tine i4 taxable at collateral ra�te t18? .DO X 15 = .QO 19. Princ3pal Tax Due ci9�= 4s4 07.5$ TAX GREDITS: PAYMENT RECEIP7 DISCOUNT C+) DATE NUMHER INTERES7/PEN PAID t-) AMOUNT PAID OI-22-2013 CDD1�078 220,38 6,2b8,04 TOTAL TAX PAYMENT 6,r�gg,�g BAtANGE OF TAX DUE 2,080.80CR INTEREST AND PEN. .OD TDTAL DUE 2,080.80CR � IF PAIA AFTER DATE INDICATED, SE6 REVERSE IF TDTA� DUE IS REFl.ECTED AS A CREDIT CCR), YqU MAY BE DUE FOR CALCULATION OF ADDITIONAL IN7EREST. A REFUND. SEE RHVERSE SIDE FOR INSTRUCTIONS. RXNTRTT "A��