HomeMy WebLinkAbout09-04-13 ,
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DE�EDEIITT'S ESTATE � ��; �� �
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CUMBERLAND CtJt1NTY,PETTNSY'LV��i�*�jI�� �=���" _.�, �=., �,=�
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ORPHANS' COURT DIVISION �:� �`� � � , ,-=�,
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ESTATE OF ���E L. LEVAN , DECEA�ED
��� No. 2012-0139
PETITICIN Ft3R ADJUDI�ATICIN/
STATElVIENT OF PROPOSED DISTRIBITTION
PURSUANT TO Pa. O.C.Rule f.9
This farm may be used in all cases involving the Audit of the.�4ccount of a Decedent's Estate. I,f
spaee is insu.f'fieient, raders may be attaehed. �4�tach the spouse's election, if any; the papers
required under items 8-19 inclusive; and any instrument pertinent to the adjud'ication.
IN�LUD.E ATTA�`HMENfiS AT fiHE B'A�`If O'F THIS FQ.�`.�.
Na;me of Counsel: Wil�iam R. Swinehart
Supreme Court I.D.Na.. �����
. Name of Law Firm. WIEST,MI..�QLC},N{JON, SWINEHART&BATHGATE
Address: ���'��'��arket Street, Sunbury,PA 178Q 1
: Telephone: {570}286-7'777
Fax:�;570�286-8075
Form OC-01 rev.1 Q 13.�6 Page 1 of 10
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,
,
Estate of JANE L.LEVAN ,Deceased
1. Name(s)and address(es)of Petitioner(s):
Name: D01�1ITA JO MUNDIS
Address: 4 Cedar Court
Enola,PA 17025
Identify any executors or administrators who have not joined in the Petition for
Adjudication and Statement of Proposed Distribution and state reason:
N/A
Is this the first accounting by this fiduciary? . . . . . . . . . . . . . . . . . . . . . m Yes � No
If not, identify prior accountings,the accounting periods covered, and the date of
adjudication of the prior accounting.
2. Decedent died on January 18, 2012
� Letters Testamentary or �Letters of Administration were granted to Petitioner(s) on
Januarv 31. 2012
Date of Will ('f applicable): May 29, 2009
Date(s)of Codicil(s) (f applicable): N/A
Date of probate (f different from date Letters granted):
Was a bond required?�Yes �No If yes, state amount:
Are proofs of advertising of the grant of Letters attached? . . . . . . . . . �Yes 0 No
Dates of advertising of the grant of Letters: The Patriot News - 2/17;2/24 & 3/2/12
Cumberland Law Journal - 02/10; 02/17; & 02/24/2012
Form OC-01 rev.10.13.06 Page 2 of 10
Estate of JANE L.LEVAN , 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
(See Section 2201 et s�. of the Probate, Estates and Fiduciaries Code)
If 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 (if none, so state):
None
6. Did decedent marry after execution of Will or Codicil(s)? . . . . . . . . . . . �Yes � No
Were any children born to decedent after execution of
Will or Codicil(s)? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . �Yes � No
If yes, give names and dates of birth:
Name: Date of Birth:
7. If required by the Medical Assistance Esta.te Recovery Act,
62 P.S. § 1412,was a request for a statement of claim sent to
the Department of Public Welfare? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . �Yes � No
Form OGOI rev.10.13.06 Page 3 of 10
�II�IIIIII� ---�
Estate of JAI`�1E L.LEVAN , Deceased
8. Written natice of the Audit as required by Pa. O.C. Ru1es f.3, 6.7 and 6.$ has been or will be
giver�to all parties in interest listed in item 9 below, aI1 unpaid creditors and a�l claimants
listed in item 1 Q 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 af the parties receiving such Notice.
B. If Notice is yet to be given,a copy of the Notice as well as a list of the names and
addresses af the parties receiving such Notice shall be submitted at the Audit
together with a statement executed by a Petitioner or counsel certifying that such
natice has been given.
C. If any persan entltled to Notice is not sui�juris{e.g.,minars 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. 0.�. Rule �.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
Attarney General's clearance certificate{or proaf 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 whorn Petitiorier(s�has/have notice ar
knowledge,having or claiming any interest in the estate as beneficiaries under the Wi11 ar
Codicil{s)or as intestate heirs if there is a complete or partial intestacy:
A. State each party's relationship ta the decedent and the nature of each part:y's
interest(s):
Name and tiddress QfEach Party in Interest � Relattonship and Corrtmertts,if any � Interest
Lori D. Levan Daughter 16.d7°lo of estate
P.C).Bax $OS
Kutztown,PA 19530
Anthany L.Levan, Sr. Son 16.fi7°lo of estate
144 Herndon Road
Herndon,PA 17$30 .
Forrrr OG01 rev.1�.I3.Ob Page 4 of 10
���i�� ...�-_._. .
Estate of JANE L. LEVAI�1 ,Deceased
Name and Address of Each Party in Interest � Relationship and Comments,i1'any � Interest
David T. Levan Son l 6.b?%af estate
P.O. Box 292
Herndon,PA 17$30
Michal J. Kauffman Son 16.6'7%of estate
325 Nol1 Street
Lewisburg,PA 17837
B. Identify each party who is nat suz 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 appainted. If no Guardian has been appointed, identify the next of
kin of such party, giving the name, address and relationship of each.
�. State why a Petitian for Guardian/Trustee Ad�item has ar has not been fi�ed for
this Audit(see Pa. C).�`. Rule 12.4}.
D. If distributian is to be made ta the persona�representative af a deceased party,
state date af death, date and place of grant of Letters and type of Letters granted.
�o�oc-ol r�v.��.13.0� Page 5 of lU
Estate of JANE L.LEVAN ,Deceased
9. List all parties(charitable and non-charitable)of whom Petitioner(s)has/have notice or
knowledge, having or claiming interest in the estate as beneficiaries under the Will or Codicil(s)
or as intestate heirs if there is a complete or partial intestacy: CONTINUED
A. State each party's relationship to the decedent and the nature of each party's interest(s):
Name&Address o Each Parry in interest Relationshi &Comments,i any Interest
Donita J.Mundis Daughter 33.32%of estate
4 Cedar Court
Enola,PA 17025
Estate of JANE L. LEVAN ,Deceased
10. Other than the clairn for the family exemption, list the names of all known claimants and
the amount of their ciaims and state whether each ciaim is admitted.
Narrte and,4ddress of Each Claimant Arrtount of Ctaim Ctairrz Will C7airrt
Admitted? Be Paid In
FuJI?
Department af Public Welfare $37,547,35 �Yes ��es
P.O.Box 8�$6 �Na �1'�to
Harrisburg, PA 17105-8486
Sarah A. Todd Memorial Home $28,b94.77$ �Y�� �Yes
1 QQO W. South Street ��o �No
�arlisle,PA 17013-2798
Yes �Yes
�Na �,No
��es �Yes
�No �No
If the estate is insolvent, attach a schedule setting forth the order of preference under
20 Pa.C.S. § 33�2 and the praposed payments.
11. Was family exemption claimed? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . �Yes �No
Was family exemption allowed? . . . . . . . . . . . . . . . . � . . . . . . . . . . . . . . . ��es �No
Family exemption claimant's name and relatianship:
Name: Relationship:
�ap,�oe-ol ��,�.�o.l.�,�� Page 5 af 1 Q
Estate of JANE L. LEVAN , Deceased
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 as follows:
Date Payment Interest
04/13/2013 Insolvent Estate
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 performed, or, in the alternative,how the
decedent's estate will be discharged for the decedent's fduciary administration of the
estate.
14. A. Describe in detail any questions requiring adjudication and state the position of the
Petitioner(s a�to each question:
Scr�c� `
��� ,
B. Has notice of the question requiring adjudication been given
to the parties identified in Paragraph 9 above? . . . . . . . . . . . . . . . . . . �Yes �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.
Form OC-Ol rev. l0.13.06 Page 7 of 10
Est,ate of JANE L.LEVAN , Deceased
16. Had the decedent been adjudicated an incapacitated person? . . . . . . . . . . � Yes �Na
If yes,attach a cop�of the()rder if available; otherwise state the Court,term,number,
date, and name of Hearing Judge,
17. A. List or attach a separate list of additional receipts and disbursements since the clasing
date of the Account.
N/A
B. Has notice of the additianal receipts and disbursements been
given to the parties identified in Paragraph 9 above? . . . . . . . . . . . . . �Yes �Na
18. If a reserve is requested, stafie amount and purpose.
Amount:
Purpose.•
If a reserve is requested for caunsel fees,has notic�of the
amount of fees ta be paid from the reserve been given to the
parties in interest? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . �Yes Q No
If so,attach a capy c�f the notice.
i/
19. Is the Court being asked to c�irect
the filing of a Schedule of Distributian? . . . . . . . . . . . . . . . . . . . . . . . . . . �Yes �No
As to real estate only? . . . . . . . � . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . �Yes �No
F��oe-or rev.111.13.06 Page 8 of 10
�
Estate of JANE L. LEVAN ,Deceased
Wherefore,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:
Proposed Distributee(s) AmoundProportion
N/A - Insolvent Estate all available funds have been used to pay the
outstanding debts of the decedent in accordance with 20 Pa.C.S.A. 3392
B. PrincipaL•
Proposed Distributee(s) Amount/Proportion
N/A-Insolvent Estate all available funds have been used to pay the
outstanding debts of the decedent in accordance with 20 Pa.C.S.A. 3392
Submitted By:
(All petitioners must sign.
Add additional lines if necessary):
,
Na e of Petitio er:Donita J. Mundis
Name of Petitioner:
Form OC-Ol rev. 10.13.06 Page 9 of 10
Estate of JANE L.LEVAN , Deceased
Verification of Petitioner
(Verification must be by at least one petitioner.)
The undersigned hereby verifies * �t�lat he/she she is r►rre Executrix
of the above-named name of corporation Estate of Jane L. Levan and] that the facts set
forth in the foregoing Petition for Adjudication/Statement of Proposed Distribution which are
within the personal knowledge of the Petitioner are true,and as to facts based on the information
of others,the Petitioner,after diligent inyuiry, 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 unsworn
falsification to authorities).
Signature of P titioner
*Corporate petitioners must complete bracketed information.
Certification of Counsel
The undersigned counsel hereby certifies that the foregoing Petition for Adjudication/
Statement of Proposed Distribution is a true and accurate reproduction of the form Petition
authorized by the Supreme Court, and that no changes to the form have been made beyond the
responses herein.
��
Signature of Counsel for Petitioner
Form OG01 rev.10.13.06 Page 10 of 10
PROOF OF PUBLICATION OF NOTICE
IN CUMBERLAND LAW JOURNAL
(Under Act No. 587, approved May 16, 1929), P. L.1784
COMMONWEALTH OF PENNSYLVANIA :
: ss.
COUNTY OF CUMBERLAND :
Lisa Marie Coyne,Esquire, Editor of the Cumberland Law Journal, of the County and
State aforesaid, being duly sworn, according to law, deposes and says that the Cumberland Law
Journal, a legal periodical published in the Borough of Carlisle in the County and State aforesaid,
was established January 2, 1952, and designated by the local courts as the official legal
periodical for the publication of all legal notices, and has, since January 2, 1952, been regularly
issued weekly in the said County, and that the printed notice or publication attached hereto is
exactly the same as was printed in the regular editions and issues of the said Cumberland Law
Journal on the following dates,
viz:
Februarv 10, February 17, and Februarv 24, 2012
Affiant further deposes that he is authorized to verify this statement by the Cumberland
Law Journal, a legal periodical of general circulation, and that he is not interested in the subject
matter of the aforesaid notice or advertisement, and that all allegations in the foregoing
statements as to time,place and character of publication are true.
_---
t� Li M e Coyne, ditor
SWORN TO AND SUBSCRIBED before me this
24 of Febru ,ar ,y 2012
Notary
I,evan,Jaae L.,dec'd.
Late of the City of Carlisle.
Executrix: Donita Jo Mundis, 4
Cedar Court,Enola,PA 17025.
Attorneys:William R. Swinehart,
Esquire, Wiest, Muolo, Noon Ss
Swinehart, 240-246 Market NOTARIAL SEAL
Street,Sunbury,PA 17801. DEBORAH A COLLf NS
Notary Public
CARIIStE BOROUGH,CUMBERLAND COUNTY
My Commission Expires Apr 28.2014
�.;
� �The Patriot-News Co. ��s •
2020 Technology Pkwy A'
Suite 300
Mechanicsburg, PA 17050 NOW �/Ol�l Kt10W
Inquiries -717-255-8213
WIEST, MUOLO, NOON &SWINEHART
WILLIAM R. SWINEHART, ESQUIRE
240-246 MARKET STREET
SUNBURY PA 17801
TH E PATRIOT N EWS
THE SUNDAY PATRIOT NEWS
Proof of Publication
Under Act No. 587, Approved May 16, 1929
Commonwealth of Pennsylvania, County of Dauphin} ss
Holly Blain, being duly sworn according to law, deposes and says:
That she is a Staff Accountant of The Patriot News Co., a corporation organized and existing under the laws of the
Commonwealth of Pennsylvania, with its principal office and place of business at 2020 Technology Pkwy, Suite 300, in the
Township of Hampden, County of Cumberland, State of Pennsylvania, owner and publisher of The Patriot-News and The Sunday
Patriot-News newspapers of general circulation, printed and published at 1900 Patriot Drive, in the City, County and State
aforesaid; that The Patriot-News and The Sunday Patriot-News were established March 4th, 1854, and September 18th, 1949,
respectively, and all have been continuously published ever since;
That the printed notice or publication which is securely attached hereto is exactly as printed and published in their regular
daily and/or Sunday/Community Weekly editions which appeared on the date(s) indicated below. That neither she nor said
Company is interested in the subject matter of said printed notice or advertising, and that all of the allegations of this statement as
to the time, place and character of publication are true; and
That she has personal knowledge of the facts aforesaid and is duly authorized and empowered to verify this statement on
behalf of The Patriot-News Co. aforesaid by virtue and pursuant to a resolution unanimously passed and adopted severally by the
stockholders and board of directors of the said Company and subsequently duly recorded in the office for the Recording of Deeds
in and for said County of Dauphin in Miscellaneous Book"M", Volume 14, Page 317.
PUBLICATION COPY This ad# 0002193861 ran on the dates shown below:
February 17,2012
.--_ .y, . ,� February 24,2012
��, � March 02,2012
,
Sworn to u cri d before e th' 12 ` March, 2012 A.D.
�'f �`��
� � otary ublic
r . COMMONWEALTH OF PENNSYLVANIA
�
: .� �� Notarlal Seal
Y��,� Sherrie L.Owens,Notary Public
-' � �,;, Lower Paxton Twp. Dauphln County
�� �
- � � MY Commisslon Expires No�.26,2015
,�.�, -�: �� MEMBER,PENNSYLVANUI/ISSOQATlON OF NOTARIES
:. : ����
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.
WOTICE 4F INHERITANCE TAX � pennsy�van�a
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
surt�AU oF INDIVIDUA� TAXES pF DEDUCTIQNS AND ASSESSMENT QF TAX
INHERITANCE TAX DIYISI4N REY-i54? IX AFP {03-I3)
PO HOX 280601
HARRISBURG PA 17128-U60!
DATE 06-24-2013
ESTATE OF �EVAN JANE L
DATE C!F DEATH O1-18-2012
FILE NUMBER 21 12•D139
COUNTY CUMBERIAND
WI�.LIAM R SWIiVEHART ESQ ACN 1Q1
# 246 APPEAI. DATE: Q8-23-2023
2 4 0 MA R K E T S T �'See reverse side under Ubjections�i
SUNBURY PA 17801-3405 Aaount Re�itted� �
MAKE CHECK PAYAB�E AND REMIT PAYMENT T4:
REGISTER tlF WI�.LS
1 C�URTHCIUSE SQUARE
CARLISLE PA 17013
CUT A��N6 TNIS LINE —► RETAIN LOWER Pt3RTI0N FOR YOUR RECORDS F--
�w� �rw � � � � � � .�r�� � rw:�r.�r��r�r���
��r� � �w��� r�������� w�r �r �w �r ������r� ����r���s��r�� �������i� �is
REY-1547 EX AFP COZ-13� NOTICE 4F INHERITANCE TAX APPRAISEMENT, AL�t3WANCE CtR
.,�„�, . DISALLQW�E_ C1F DEDUCTIOMS AND ASSESSM�NT OF TAX -
ESTATE {}Fs �EVAN JANE [.FI�E N0, :21 12-q139 AGN: 101 DATE: 06-24-2013
TAX RETURN WAS: C x3 ACCEPTED AS FII.ED { } CHAHGED
APPRAISED VALUE QF RETURN $ASED OW: ORIGINAL RETURN
l. Re�l Estate {Schadule A) C2) 42:5�0.00 �OTE: Ta �►nsur�e prop�r�
2. Stacks and Bonds CSchedule B� C2? .0 0 credit tt� your account,
id� sub�it ths upp�r portion
� 3. Closaly Neld Stock/Partnership Interest t5chedule C) C3) a�F this form with your
, 4. hlortgagoslNates Raceivabla tSchedule D} C4} •0� tax paY�$nt.
5. Cash/Bank Deposits/Misc. Personal Prope�ty CSchedule E) C5� 12 r 253.55
. S. Jaintly Owned Property tSchedule F3 {�} *Q�
7. Transfors CSchedule G) ��� .0 0
8. Total Assets (g) 54.75,'�.,55.,,
APPRCtYED I?EDUGTIQNS AND EXEMPTIaNS:
9. Funaral Expenses/Adnt: Costs/Misc. Expenses tSchedule N) �g� 14,939.O1
10. DebtslMartga9� Liabilitfoslliens tSchedule I) t10} 105�03?.83
11. Total Deductions ��,1} 119:9?+6•84
I2. Net Valus of Tax Return C12)
b5,223.29-
13. Cha��itablslGovernme�taZ Bequests; Nor�-eleated 9I13 Trusts CSchedu3a J} C13� • .�–,•�Q•
14. Net Value of Estate Sub�s�ct ta Tax C14� 65,223.29�
NOTE: If an assess�ent was issued previously, Lines 14, i5, iS, 17, 18 andlar 19 will
refleact fi�ures that inctude the total af all returns assessed ta date.
ASSESSMENT OF TAX:
15. Ambunt of Line 14 at spousal rate {15} .00 X 00- _ .00.
16. Amount af Line 14 taxable at lineal rate C16] .�� X Q�+S = •��
I7. Amount of l.ine 14 at sibling rate t173 -�� X 12 = .00
18. Amaunt af Line 14 taxable at collateral rate C18) .0 0 X 15 � .0 0
14. PrinciPal Tax Due C14?= .0 0
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT {+}
DA7E NUMBER INTEREST/PEN PAID f-) �MOUNT PAID
,�
TOTAL TAX PAYMENT ,pp
BALANCE OF TAX DUE ,00
INTEREST AND PEN. .DO
TOTAl. DUE •��
* IF PAID AFTER DATE INDICA7EDt SEE REYERSE IF TOTAL DUE IS RE�LECTED AS A CREDIT fCR3, Y0� MAY BE DUE
FOR CALCULATION OF ADDITICINAL INTEREST. A REFUND. SEE REVERSE SIDE FOR INSTRUCTIONS.
� � � ���7����"
IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY,PA.
ORPHANS' COURT DIVISION
FILE NO.
FIRST AND FIN�1L ALCOUNT OF
DONITA J.MUNDIS,EXECUTRIX OF
ESTATE OF JANE L. LEVAN, DECEASED
Date of Death: January 18,2012
Date of Incapacity, if any: None
Date of Executix's Appointment: January 31, 2012
Date of First Complete Advertisement: February 17, 2012
Accounting for the period: January 18,2012—July 9, 2013
Purpose of Account: The Executrix offers this Account to acquaint interested parties with the transactions
that have occurred during the Administration
It is important that the Account be carefully examined. Requests for additional information, yuestions or
objections can be discussed with:
William R. Swinehart, Esquire
2.40-246 Market Street
Sunbury, PA 17801
(570)286-7777
Supreme Court I.D.No. 55806
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SUMMARY OF ACCOUNT
PAGES
PRINCIPAL
Receipts 1 $54,774.15
Net Loss on Sales or Disposition 2 �360.53
Less Disbursements:
Class One Claims
Administrative Expenses 3-4 $46,739.38
Fees and Commissions 4 2,000.00
Class Three Claims
Funeral Expenses 4 5,330.77
Debts 4-5 343.47
Class Six Claims
Debts 5 0.00 $54,413.62
Balance before Distribution $0.00
Verification
PRINCIPAL RECEIPTS
ASSetS L,1SteC� lil IriVelltOt"y(as of the date of death)
All that certain tract of land situate in the Township of Jackson, County
of Northumberland and Commonwealth of Pennsylvania containing
sixty-nine (.69) hundredths of acre, more or less and more particularly
described in Northumberland County Deed Book 45 8 at Page 148
All that certain parcel of ground situate approximately .60 mile
westerly from the intersection of Legislative Route 49009 and Traftic
Route 225 in Jackson �'ownship, Northumberland County,
Pennsylvania containing 1.322 acres, neat measure, not including
portion of road way and more particulariy described in
Northumberland County Deed Book 502 at Page 948
Proceeds of Sale $42,500.00
Checking account number 1007574 @ Gratz National Bank 1,383.10
Irrevocable Burial Reserve account number 9662 @ the Gratz National Bank
Principal: $9,776.63
Accrued Interest: 8.44
9,785.07
Adjustments for items paid for in advance in connection with the sale of real estate,
as follows:
County Taxes: $570.18
School Taxes: 515.20 1,085.38
Total Assets Listed in Inventory .......................................................... $54,753.55
Subsequent Receipts
Deposit 20.60
TOTAL PRINCIPAL RECEIPTS ....................................................... $54,774.15
1
PRINCIPAL GAINS OR LOSSES ON SALES OR OTHER DISPOSITIONS
GAI�1 LOSS
Checking account number 1007574 at Gratz National Bank
Net Proceeds $1,022.57
Acquisition Value $1,383.10 '$360.53
NET LOSS TRANSFERRED TO SUMMARY ........................a........ $360.53
1 Loss represents outstanding checks which were written on the decedent's checking account before her date of
death and cleared after January 18,2012.
2
DISBURSEMENTS OF PRINCIPAL
CLASS ONE CLAIMS
Administrative Expenses
O1/27/2012 2Cumberland County Register of Wiils—probate fee—
$186.50
03/30/2012 Cumberland Law Journal—legal advertising $75.00
03/30/2012 The Patriot News—legal advertising l 85.75
03/30/2012 PPL—electric services/house 38.19
03/30/2012 PPL—electric services/studio 51.69
03/30/2012 Janice Weikel,tax collector—real estate taxes 67 X.08
03/30/2012 Mountaindale Tax Service—preparation of 2011
federal and state income tax returns 75.00
03/30/2012 United States Treasury—2011 federal income tax 1,146.00
04/12/2012 Mark Ferster Excavating—January&February snow
removal 155.00
04/12/2013 PSERS—overpayment of benefits 344.67
04/12/2013 AEGIS—homeowners insurance �80.On
OS/09/2012 Gratz National Bank—mortgage payment 561.41
OS/23/2012 Gratz National Bank—mortgage payment 561.41
06/19/2012 PPL—electric services/house 22.54
06/19/2012 PPL—electric services/studio 40.32.
06/25/2012 Gratz National Bank—mortgage payment 561.41
07/12/2012 Twenty Tree Lawn&Land—lawn maintenance 250.00
07/12/2012 PPL—electric services/house 11.78
07/12/2013 PPL—electric services/studio 15.71
11/2/2012 PPL—electric services—house 55.62
Z The probate fees were paid outside of the estate and are included for informational purposes only.
3
03/28/2013 Reductions in amount due to seller in connection with
the sale of real estate,as follows:
2013 County/Township Taxes 754.20
2012 Delinquent Taxes 2,255.35
Teresa Dobson—notary l 0.0Q
Attorney Michetti—bank attorney's fees 750.00
1% Realty Transfer Tax 425.00
Cumberland County Register—exemplified copy of
Probate 40.00
Northumberland County Register—�iling fee 95.00
Gratz National Bank—payoff mortgage 337,255.83
Cumberland County Register of Wills—filing fee/
First and Final Account- $215.00 451.42
Total Administrative Expenses ............................ $46,739.38
Fees& Commissions
03/28/2013 Wiest,Muolo,Noon, Swinehart& Bathgate — $2,000.00 ❑
attorney's fees
SDonita Jo Mundis—executrix's fee- $2,600.00 0.00
Total Fees&Commissions .............................. $2,000.00
Total Class One Claims ...................................................... $48,739.38
Class Three Claims
Funeral Expenses
03/22/2012 Rober J. Foust Funeral Home—funeral services $5,330.77
Total Funeral Expenses .................................... $5,330.77
Debts
03/30/2012 6Visa—outstanding balance $303.47
3 Total amount due and owing at the time of death was $43,339.62. First mortgage holder agreed to accept the
amount stated and release the real estate from the lien of mortgage. Balance d�ae under the Note secured by said
mortgage and is treated as a Class Six claim.
4 The total fee for filing the First and Final Account is$215.00. The balance in the estate account is$51.42. 'The
balance of the filing in the amount of$163.58 will be paid outside of the estate by the Executrix.
5 Donita Jo Mundis claimed an executrix's fee on the Pennsylvania lnheritance Tax Return, however, there are no
assets available to pay the same. Accordingly,the executrix's fee is included for informational purposes only.
6 The Visa invoice was paid before it was determined that the Estate would be insolvent.
4
03/30/2012 Philhaven—consultation 10.�0
03/30/2012 Spring Road Family Practice—professiorial services 3t�.00
Pennsylvania Department of Public Welfare—
restitution of inedical expenses incurred during the
last six months of the decedent's life-�12,3 Y 5.99 '0.00
Total Debts ................................................... $343.47
Total Class Three Claims ...................................................... $5,674.24
Class Six Claims
Debts
Pennsylvania Department of Public Welfare—
restitution of inedical assistance granted on behalf of
the decedent entered as a class six claim-$37,547.35 g$0.00
Sara A. Todd Memorial Home—nursing home
expenses-$33,604.74 9$Q.00
Gratz National Bank—balance of mortgage due—
$6,083.79 i0$0.00
Total Class Six Claims ..................................................... $0.00
TOTAL DISBURSEMENTS OF PRINCIPAL ................o. $54,413.62
' All available funds were used to pay the administration expenses of the estate, in accordance with 20
P.a.C.S.A.§3392, which resulted in an insolvent estate, accordingly there are no funds available to pay the
Department of Public Welfare's Class Three claim.
S All available funds were used to pay the administration expenses of the estate, in accordance with 20
P.a.C.S.A.§3392, which resulted in an insolvent estate, accordingly there are no funds available to pay the
Department of Public Welfare's Class Six claim.
9 All available funds were used to pay the administration expenses of the estate, in accordance with 20
P.a.C.S.A.§3392, which resulted in an insolvent estate. Accordingly there are no funds available to pay the this
claim.
10 Total amount due and owing to Gratz National Bank was$43,339.62. First mortgage holder agreed to accept
$37,255.83 with balance being treated as a Class Six Claim.
5
STATEMENT OF PROPOSED DISBTRIBUTIO�t
Balance remaining in hands of Accountant for distribution ............................................ $0.00
All available funds we�e used to pay the outstanding debts of
the decedent in accordance with 20 Pa.C.S.A.�3392
Total Amount Proposed To Be Distributed .............................................................. $0.00
BALANCE REMAINING IN HANDS OF ACCOUNTANT .............................. N01�1E
ESTATE OF JANE L. LE�1AN, DECEASED
�y: � ���;l�a� �,,��,�,....
Donita Jo undis, Executr
6
,..:.----=--�— '
INVENTORY
REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYLVANIA
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF Cumberland ss File Number 21 12 013 9
Personal Representative(s)of the Estate of JANE L. LEVAN
deceased,depose(s)and say(s)that the items appearing in the foliowing inventory include ail of the personal assets wherever situate
and ail of the real estate in the Commonwealth of Pennsylvania of said Decedent,that the valuation placed opposite each item of said
inventory represents its fair value as of the date of the decedent's death,and that Decedent owned no real estate outside of the
Commonwealth of Pennsylvania except that which appears in a memorandum at the end of this inventory.
�
I verify that the statements made in this Inven- �
.
tory are true and correct. I understand that false state- rta o �s �
ments herein are made subject to the penalties of
18 Pa.C.S. §4904 relating to unsworn falsification to
authorities.
Attorney -- (Name) william R. Swlnehart__ (Supreme Court I.D. No.) 55806
(Address) 240-246 Market Street Sunbury PA 17801
(Telephone)(570) 286-77777
DATE OF DEATH LAST RESIDENCE DECEDENT'S SOC.SEC.NO.
1000 WEST SOUTH STREET .
1/1,8/2012 CARLISLE PA 17013 207262262
FIGURES MUST BE TOTALED
Checking account number 1007574 @ the Gratz National Bank 1,383.10
Irrevocable Burial Reserve, account number 9662 @ the Gratz National 9,785.07
. Bank
Principal: $9,776.63 Accrued Interest: $8.44
Adjustments for items paid for in advance in connection with the sale, of real
estate, as follows:
County taxes: $570.18
School taxes: $515.20 1,085.38
-.:
c � �° r�n
All that certain tract of land situate in the Township of Jackson, County of � � � � �
Northumberland and Commonwealth of Pennsylvania containing sixty.nine �.°,� � � �' ;, �°
(.69)hundredths of acre, more or less and more particularly described in � y� rn � i::� �
Northumberland County Deed Book 458 at Page 148 :�. � :�
� U? � � C,
=' � �� `L —r�s �"!
t."'3 `� -->: �.S --�-�
All that certain arcel of round situate a roximatel 060 mile westerl , �' :.�
P g PP Y • Y »�= `�-" . ~�=4 ��
:� � _��- ��:�
f'rom the intersection of Legislative Route 49009 and Traffic Route 225 .. � --�
in Jackson Township,Northumberland County, Pennsylvania containing -� ��� �-'' -� -
""' c.n
(Attach additiona!s/�eets as needed)
TOTAL: 54,753.55
NOTE: The Memorandum of real estate outside the Commonwealth of Pennsylvania may,at the election of the personai representative include the value of each
item,but such figures should not be extended into the total of the lnventory.(See 20 Pa.C.S.�330!(b))
Form RW-09 rev. 10.13.06
. «
Continuation of Inventory
.�NE L. LEVAN 21 12 0139
Oecedent Name Pa e 1 File Number
Description of I�ventory
1.322 acres, neat measure,not including portion of road way and more
particularly described in Northumberland County Ueed Qook 502 at
I'a�e 9�8
_. 42,500.00
Proceeds of Sale
.
s�bto�f a �2,soo.00
Grand Total 5 54,753.55
VERIFICATIION
DONITA JO MUNDIS, Executrix of the Will of JANE L. LEVAN, Deceased, hereby declare
under oath that she has fully and faithfully discharged the duties of her office;that the foregoing First and
Final Account is true and correct and fully discloses all si�nificant transactions occurring durin� the
accounting period; that all known claims against th� Estate have been p�id in full; that, to their
knowledge,there are no claims Outstanding against the Estate;that all taxes presently due from the Estate
have been paid; and that the grant of Letters Testamentary and the first complete advertisement thereof
occurred more than four months before the filing of the foregoing First and Final Account.
This statement is made subject to penalties of 18 Pa. �.S.A. Section 4904 relating to unsworn
falsification to authorities.
. < t
onita Jo Mu dis
Dated: A���S�" �,,s, ,?o�3
7
IN RE: ESTATE OF JANE L. LEVAN : IN T�E COURT OF COMMON PLEAS
Late of the Borough of Carlisle, County of : OF CLJMBERLAND COLJNTY, PA
Cumberland and Commonwealth of Pennsylvania, : ORPHANS' COURT DIVISION
deceased : NO:
PETITION FOR CONFIRMATION
TO THE HONORABLE, THE JUDGES OF' SAID COIJIZ7':
The Petition of Donita Jo Mundis, Executrix of the Estate of Jane L. Levan, Deceased,
respectfully represents:
1. That Jane L. Levan, a resident of the Borough of Carlisle, County of Cumberland,
Pennsylvania, died testate January 18, 2012, and the Petitioner is the Executrix of the Estat� of
the above named decedent, and is duly qualified and acting as such.
2. T'hat all known debts of the decedent have been paid in full or otherwise provided
for to the extent of available funds.
3. That the advertisement of the grant of Letters has been made according to law.
4. That the Pennsylv�.nia lnheritance tax has been paid in full to the Commonwealth
of Pennsylvania.
5. That your Petitioner requests the foregoing Accour�t may be confirmed and the
Statement of Proposed Distribution may be approved.
ESTATE OF JANE L. LEVAN, DE�EASED
� ' �--�'`
�y: ( �
� onita Jo undis, Executri
8
► .
COMMONWEALTH OF PENNSYLVANIA:
�U��;��'� SS:
COUNTY OF :
DONITA JO MUNDIS, being duly sworn according to law, deposes and says that the
facts set forth in the foregoing Petition For Confirmation are true �nd correct to the best of her
knowledge, information and belief.
. { �
.
� ���
onita Jo Mundis
Sworn to and subscribed
Before me this day �5�t-���
Of month, 2013.
Notary Public
COMMONWEALTH�F PENNSYLVAhIA
NOTARIAL SEAt
STEPHANIE BEIGH
Nutary Pubiic
EAST PENNS66Ra TVVP.,CUMBERIAN�CNTY �
My Commission Expires Nou 18,2016 �
� �,..�� —-..�_
9
s ,
IN RE: ESTATE OF JANE L. LEVAN : IN THE COURT OF Cl7MMON PLEAS
Late of the Borough of Carlisle,County of � O�CUM�ERLAND COUNTY, PA
Cumberland and Commonwealth of Pennsylvania, : ORPHANS' COLIRT DIVISION
deceased ; N�:
DECREE
At the session of the Orphans' Court Division of the Co�rt of Common Pleas of
Cumberland County, Pennsylvania, held at the courthouse in Carlisle, in and for Cumberland
County on of day , 2013 before the Honorable
, and the Honorable , Judges
of the said Court,
IT WAS ORDERED AND DECREED as follows:
This Account has been examined and audite�and the Account and Statement of Proposed
Distribution are hereby confirmed absolutely.
BY THE COURT,
J.
J.
�0
,....- �
IN RE: ESTATE OF JANE L. LEVAN : IN THE COURT OF COMMON PLEA�
Late of the Borough of Carlisle,Caunty of : OF CUMBERLAND COUNTY, PA
Cumberland and�ommonwealth of Pennsylvania, : ORPHANS' COURT DIVISION
deceased : Np:
NOTICE OF FILING ACCOUNT
To. Lori D. Levan Anthony P. Levan, Sr.
p•a• �aX �d$ 140 Herndon Road
Kutztovvrl, PA 1953Q Herndon, PA 1�830
David T. Levan Michal J. Kauffman
P.tJ. Box 292 325 Nall Street
Herndon, PA 17830 Lewisburg, PA 17$37
T�onita J. Mundis Sarah A Todd Memorial Home
4 Cedar Court l OC►4 West South Street
Enola, PA 17025 Carlisle, PA 17013-2798
Department of Public Welfare
Bureau of Program Integrity
Division of Third Party Liability
Recovery Section
P.O. Box 8486
Harrisburg, PA 171(}5-848f
You are hereby notified that the accountant has filed ar� account and statemer�t af
proposed distribution and a verified inventor_y af a�l rea� and persanal estate of the deceased in
the (3ffice of the �Ierk of the (�rphans' Court of Northumberland County, I'�Torthumberland
County Courthouse, Market Street, Sunbury, Pennsylvania, 17$Q 1. A copy of the statement of
proposed distribution�account and inventary} is attached,
If you objeet to any portion of the account or statement of proposed distribution you must
file objections with the Clerk. of Orphans' Caurt by October 7, 2C113 (the Monday before the
account and statement af praposed distribution will be confirmed by the Court�. You are hereby
��
, _ .
warned that if no objections are filed, the account and statement of praposed distributian will be
confirrned and distribution will be made in accordance with the schedule of distributian. If yau
have any questioa�s cancerning this notice you shauld contact your at�arney ar the accountar�t's
attorney.
.
By:
onita J. undis
4 �edar Court
Enola, PA 17C�25
CfJUI�1SEL �OR THE EXECUTRIX OF JANE L.
LEVAN,DECEASED
By:
Wiltiam R. Swinehart, Esquire
WIEST, MUOLt�,NOON& SWI��iE�-IART
ID#: S580G
2�4-2�6 Market Street
Sunbur�, PA 17$Q 1