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Home My WebLink About11-20-13 �$` �7i, :?��l_ 3�� =. � DECEDENT'S ESTATE � Q � � m c� � � c,� p `C) `� :J � �= � � � t°� � ��. �- � �.,.,q i"�"l 7 O � ;:� S'm' tJ) _ �w p �'`�1 � �-' �:; =�J - t ;t COURT OF COMMON PLEAS OF ,�; ;� °'� � �� ,:�' CUMBERLAND COUNTY, PENNSYLVr�N� `� � : ��"g : ORPHANS' COURT DIVISION �r� F; "' `�= ESTATE OF MARY G. STUM, DECEASED NO. 21-12-121 PETITION FOR ADJUDICATION PURSUANT TO Pa.O.C. Rule 6.9 This form may be used in all cases involving the Audit of the Account of a Decedent's Estate. If space is insufficient, riders may be attached. Attach the spouse's election, if any; the papers required under items 8-19 inclusive; and any instrument pertinent to the adjudication. INCLUDE ATTACHMENTS AT THE BACK OF THIS FORM Name of Counsel: Wayne F. Shade, Esquire Supreme Court ID: 15712 Address: 53 West Pomfret Street Carlisle, PA 17013 Telephone: 717-243-0220 Fax: 717-249-0017 �� Estate of Mary G. Stum, Deceased 1. Name and address of Petitioner: Name: Paul D. McNew, Jr. Address: 1058 Alexander Spring Road Carlisle, PA 17015 Identify any executors or administrators who have not joined in the Petition for Adjudication and Statement of Proposed Distribution and Account and state reason: None Is this the first accounting by this fiduciary? . . . . . . . . . . . . . . . . . X Yes No If not, identify prior accountings, the accounting periods covered, and the date of adjudication of the prior accounting. 2. Decedent died on November 4, 2011 Letters of Administration were granted to Petitioner on October 23, 2012 Date of Will (if applicable): July 19, 2005 Date of Codicil (if applicable): None Date of probate (if different from date Letters granted): October 23, 2012 Was a bond required? Yes X No If yes, state amount: Are proofs of advertising of the grant of Letters attached? . . . . . . X Yes No Dates of advertising of the grant of Letters: The Sentinel: October 26, November 2 and 9, 2012 Cumberland Law Journal: November 2, 9, and 16, 2012 3. Was decedent survived by a spouse? . . . . . . . . . . . . . . . . . . . . . . Yes X No If yes, name of the surviving spouse: 4. Has the surviving spouse filed to take an elective share? . . . . . . . . Yes No (See �2201, et seq., of the Probate, Estates and Fiduciaries Code) N/A If yes, date of election: - 2 - Estate of Mary G. Stum, Deceased 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): N/A 6. Did decedent marry after execution of Will or Codicil(s)? . . . . . . Yes X No Were any children born to decedent after execution of Will or Codicil(s)? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Yes X No If yes, give names and dates of birth: Name: Date of Birth: 7. If required by the Medical Assistance Estate Recovery Act, 62 P.S. § 1412, was a request for a statement of claim sent to the Department of Public Welfare? . . . . . . . . . . . . . . . . . . . . . . . . X Yes No 8. Written notice of the Audit as required by Pa. O.C. Rules 6.3, 6.7, and 6.8 has been or will be given to all parties in interest listed in item 9 below, all unpaid creditors, and all claimants listed in item 10 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 of 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 of the parties receiving such Notice shall be submitted at the Audit together with a statement executed by a Petitioner or counsel certifying that such notice has been given. C. If any person entitled to Notice is not sui juris (e.g., minors 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.O.C. Rule 5.2. 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 Attorney General's clearance certificate (or proof of service of Notice and a copy of such Notice) must be submitted herewith or at the Audit. - 3 - Estate of Mary G. Stum, Deceased 9. List all parties (charitable and non-charitable) of whom Petitioner has notice or knowledge, having or claiming any interest in the estate as beneficiaries under the Will or as intestate heirs if there is a complete or partial intestacy: None A. State each party's relationship to the decedent and the nature of each party's interest: Name and Address of Each Party in interest Relationshrp and Comments,i arry Interest B. Identify each party who is not sui 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 appointed. If no Guardian has been appointed, identify the next of kin of such party, giving the name, address, and relationship of each. C. State why a Petition for Guardian/Trustee Ad Litem has or has not been filed for this Audit (see Pa.O.C. Rule 12.4). D. If distribution is to be made to the personal representative of a deceased party, state date of death, date and place of grant of Letters, and type of Letters granted. 10. Other than the claim for the family exemption, list the names of all known claimants and the amount of their claims and state whether each claim is admitted. None Name and Address of Each Claimant Amount of Claim Claim Admitted? Will Claim Be Paid in Full? Yes Yes No No If the estate is insolvent, attach a schedule setting forth the order of preference under 20 Pa.C.S. § 3392 and the proposed payments. 1 l. Was family exemption claimed? . . . . . . . . . . . . . . . . . . . . . . . . . Yes X No Was family exemption allowed? . . . . . . . . . . . . . . . . . . . . . . . . . Yes X No Family exemption claimant's name and relationship: Name: Relationship: - 4 - Estate of Mary G. Stum, Deceased 12. The amount of Pennsylvania Transfer Inheritance Tax and additional Pennsylvania Estate Tax paid, the dates of payments, and the interests upon which paid, are, as follows: Date Payment Residue January 27, 2012 $126.24 Se tember 4, 2012 $56.59 May 28, 2013 $10,953.0'7 13. On the date of death, was decedent a fiduciary (personal representative, trustee, guardian, agent under power of attorney), or surety on the bond of a fiduciary? . . . . . . . . . . . . . . Yes X 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 fiduciary administration of the estate. 14. A. Describe in detail any questions requiring adjudication and state the position of the Petitioner(s) as to each question: None B. Has notice of the question requiring adjudication been given to the parties identified in item 9 above? . . . . . . . . . . . . . Yes No N/A 15. If Petitioner has 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. 16. Had the decedent been adjudicated an incapacitated person? . . . Yes X No If yes, attach a copy of the Order 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 closing date of the Account. None B. Has notice of the additional receipts and disbursements been given to the parties identified in item 9 above? . . . . . . . . . . Yes No N/A - 5 - Estate of Mary G. Stum, Deceased 18. If a reserve is requested, state amount and purpose. Amount: $500.00 Purpose: Filing and advertisement of First and Final Account If a reserve is requested for counsel fees, has notice of the amount of fees to be paid from the reserve been given to the parties in interest? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Yes No If so, attach a copy of the notice. 19. Is the court being asked to direct the filing of a Schedule of Distribution? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Yes X No As to real estate only? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Yes X No Wherefore, your Petitioner asks that distribution be awarded to the parties entitled and suggests that the distributive shares of income and principal (residuary shares being stated in proportions, not amounts) are, as follows: A. Income: Pro osed Drstributee(s) Amount/Pro ortion B. Principal: Pro osed Distributee s) Amount/Pro ortion Date: November 11, 2013 Submitted By: (All petitioners must sign. Add additional lines if necessary): �� Paul D. McNew, Jr. ' - 6 - Estate of Mary G. Stum, Deceased Verification of Petitioner (Verification must be by at least one petitioner) The undersigned hereby verifies that the facts set forth in the foregoing Petition for Adjudication 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 inquiry, 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). i�l , Paul D. McNew, Jr. Certification of Counsel The undersigned counsel hereby certifies that the foregoing Petition for Adjudication 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. � Wayn F. Shade, Esquire Counsel for Petitioner - 7 - IN RE: ESTATE OF : THE COURT OF COMMON PLEAS OF : CUMBERLAND COUNTY, PENNSYLVANIA MARY G. STUM,Deceased : ORPHANS' COURT DIVISION : N0. 21-12-121 NOTICE OF FILING ACCOUNT NOTICE is hereby given that the First and Final Account of Paul D. McNew,Jr., Administrator c.t.a. of the Estate of Mary G. Stum, Deceased, will be filed in the Office of the Register of Wills of Cumberland County, Pennsylvania, on or before December 13, 2013, and that the same will be called for confumation on January 14, 2014, at 9:30 A.M. in the designated courtroom on the fourth floor of the Cumberland County Courthouse, Carlisle, Pennsylvania, at which time and place you may appeaz, either in person or by counsel. A copy of said First and Finat Account is enclosed herewith or attached hereto, and the original as filed may be inspected in the Office of the Register of Wills of Cumberland County,Pennsylvania, at anytime prior to their presentation for confirmation. Unless objections to said First and Final Account are filed in writing not later than 9:00 A.M. (prevailing time) of the date fixed for confirmation thereof unless otherwise permitted by the court prior to confirmation, said First and Final Account will be confirmed. If you have no objections to the enclosed, you do not need to appear in court at the time of confirmation. Date: November 1 l, 2013 _ Wayn . Shade Attorney for Accountant NOTICE TO: Paul D. McNew, Jr. 1058 Alexander Spring Road Carlisle, PA 17015 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: November 2 November 9 and November 16 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. _ � is Mari Coyne,E itor SWORN TO AND SUBSCRIBED before me tlus 16 dav of November,2012 � Stnmr Mar9 Q.,dec'd. N�� Late oftheTowastiip ofDicldnson. Administrator c.t.a:Paul D.Mc- New,Jr., 1058 Alncander Spring Road,Carlisle,PA 17015. Attoraey: Wayne F. Shade, Es- NOTARIAL SEAL quire, 53 West Pomfret Street, DEBORAH A COLLINS Carlisle,PA 17013. Notary Public CARLISLE 80ROUGH,CUMBERLAND COUNN My Commission Expires Apr:8,2014 PROOF QF PUBLICATIQN State of Pennsylvania,County of'Cumberland jackie Cox,Sales Directc�r,af The Senkinel,of the Caunty anci State afUresaid, being duly sworn, c�ieposes and says that THE SENTINEL,a newspa�cr af general circulation in the Borough of Carlisle,County and State aforesaid, was establishEd December 13��, 1881, since which date THE SEIVTINEL has beeil regularly issued in saici Caunt}r,anci that the printec�notice ar publication attached hereto is exactly the same as was printcci and publishec�in the regular edifions and issu�s of THE SENTINEL on the followin�;day(s): October 26 Ncwember 2& 9 201� COPY OF NOTICE OF PUBLICATION AOMINI TRATOk C•T,p•NOTICE LeftersofAdministrationonq�eESt��nC�pRYG.BTUk{,Iafeaflhe Affiant furth�r deposes that h�/she is not iw+rnship ot Dickinson.Cumbettand Caunry,Penn�yWania,daCSeaeq. have been pra�ted ta pau�p.McNew,Jr. . IIlfG'TeSttCj lil t�tE 5Ub)�Cl I1ldtCGT O�k�ll' %�t��rsons�c�ruwwwy inamsaives tp De indebted tasald Estate sh�ll mako c1fOTCS11lj 110hC@ OI'c1C"�V('1'tI5E'iileIlC,and that PaYmentimmediatety,ancfthpashavingciaimgwl�kpresentttrsmfor 11] c1]Ie��tilO11S Iri t11(?fnT��(?lll�Sl'c1rG'ITI�Ilt aS settlement.Co_ Pawa,M�Kew,,��, to time, place�nd character of publicatian ,osa n►e�ana��spri�Ro�d are t e. Cartisle,PA 17015 /,, Wayne F Shade.�squire ! //� �� 53 West Pamiret Streat �Car}is�e,PA17p13 � � /L.{ Artomsy Swnrn to and subscr'�ed be.�fare e this Za�z Notary Publir My commission expires: �.��,,��,,��.<M...w�� ._„ ,.... �,. , , "tOTr'_?'si=.t.u'c .,_ �ti�r;3!i,P�td FirGi .;;C?u;i,i s4 P,623ry f�UP.'je Cr1RLiSl£6t3R�Jil�N. GUP.�:?E�LA�lIl C�:TY � ivty Cnmrr,"r5S's��'�sirea J.1n 27. 2Q14 , ��, �� IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PA ORPHANS' COURT DIVISION r�. FILE NO. 21-12-121 `-=�' x' c� � � m c o r7t �, � �., � � ca FIRST AND FINAL ACCOUNT OF "�' � � u, �' PAUL D. McNEW, JR., ADMINISTRATOR � �� "" ^' '�� o ,-�, � ' 4 For �" �,? � c, c�; ESTATE OF MARY G. STUM, DECEASEI�S' � r,: � �"` ��' �, ��> c� --�; _... �:. ' � c._� �=. c..} ..:� � ., fi+l `s°7 "� � ��, �1 � � Social Security #: 207-30-1720 Tax ID #: None Date of Death: November 4, 2011 Date of Incapacity, if any: None Date of Appointment: October 23, 2012 Date of First Complete Advertisement: November 2, 2012 Accounting for the period: November 5, 2011, to November 1 l, 2013 Purpose of Account: The Administrator, c.t.a. 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, questions or objections can be discussed with: Wayne F. Shade, Esquire 53 West Pomfret Street Carlisle, Pennsylvania 17013 717-243-0220 Supreme Court I.D. No. 15712 ( �� (f SUMMARY OF ACCOUNT PRINCIPAL PAGE Receipts 4 $89,906.75 Advances for Estate Administration 4 28,347.83 Net Gain or Loss on Sales or Disposition None Less Disbursements: Automatic Transfers None Debts of Decedent 5 ($2,720.48) Funeral Expenses 5 (3,927.12) Administration Expenses 5 (4,751.08) Family Exemption None Federal, State and Local Taxes 6 (11,135.90) Fees and Commissions 6 (6 0, 00•00) (28,534.58) Balance before Distributions $89,720.00 Distributions to Beneficiaries 6 (89,720.00) Principal Balance Remaining None INCOME Receipts None Less Disbursements None Income Balance Remaining None COMBINED BALANCE REMAINING None - 2 - Verification 7 - 3 - PRINCIPAL RECEIPTS 10/23/12 House and lot of ground known and numbered as 1058 $85,000.00 Alexander Spring Road, Carlisle, Cumberland County, PA, which was assessed for real estate tax purposes in the amount of$100,200 at the date of death 10/23/12 Firearms 2,620.00 10/23/12 1991 Chevrolet Blazer 1,100.00 10/23/12 1986 Winnebago Chieftan 1,000.00 10/16/13 Pennsylvania Department of Revenue, inheritance tax 186.75 refund TOTAL PRINCIPAL RECEIPTS $89,906.75 ADVANCES FOR ESTATE ADMINISTRATION 11/ 5/11 Paul D. McNew, Jr., assignment of Prudential Life $3,927.12 Insurance death benefit to Ewing Brothers Funeral Home, Inc., funeral expenses 11/ 5/11 Paul D. McNew, Jr., direct payment to Infinity Insurance 495.00 Company, homeowner's insurance premium 11/21/11 Paul D. McNew, Jr., direct payment to Millennium 67.43 Pharmacy S stems, Inc., harmaceuticals 11/18/11 Paul D. McNew, Jr., direct payment to Kough's Oil 786.24 Service, fuel oil 12/ 7/11 Paul D. McNew, Jr., direct payment to Bank of America, 8.02 credit card 1/ 6/12 Paul D. McNew, Jr., direct payment to Spring Creek S 10.00 Rehab, unreimbursed medical ex enses 1/ 9/12 Paul D. McNew, Jr., direct payment to Bank of America, 8.02 credit card 1/25/12 Paul D. McNew, Jr., direct payment to Cumberland 62.21 Goodwill Fire Rescue EMS, ambulance service 1/27/12 Paul D. McNew, Jr., direct payment to Register of Wills, 126.24 estimated inheritance tax 3/ 6/12 Paul D. McNew, Jr., direct payment to Bank of America, 8.02 credit card 3/29/12 Paul D. McNew, Jr., direct payment to Bank of America, 19.21 credit card 4/ 2/12 Paul D. McNew, Jr., direct payment to Carolyn R. 209.06 McQuillen, 2012 count and local real estate taxes 6/ 7/12 Paul D. McNew, Jr., cash 1,000.00 7/23/12 Paul D. McNew, Jr., direct payment to Bedford Grange 477.00 - 4 - Mutual Insurance Company, homeowner's insurance 7/30/12 Paul D. McNew, Jr., direct payment to Carolyn R. 1,087.67 McQuillen, 2012 school real estate taxes 9/ 4/12 Paul D. McNew, Jr., direct payment to Register of Wills, 56.59 additional inheritance tax 9/12/12 Paul D. McNew, Jr., direct payment to Erie Insurance, 83.00 homeowner's insurance premium 11/ 3/12 Paul D. McNew, Jr., direct payment to Shuman's Gun 150.00 Shop Ltd., appraisal fee 11/ 3/12 Paul D. McNew, Jr., direct payment to Sollenberger's 117.50 Messen er Service, motor vehicle title fees 11/ 3/12 Paul D. McNew, Jr., direct payment to Sollenberger's 87.50 Messenger Service, motor vehicle title fees 3/ 8/13 Paul D. McNew, Jr., direct payment to Orrstown Bank, 2,037.57 loan # 160035364 5/28/13 Paul D. McNew, Jr., cash 15,561.18 11/11/13 Paul D. McNew, Jr., cash 1,463.25 TOTAL ADVANCES FOR ESTATE $28,347.83 ADMINISTRATION PRINCIPAL DISBURSEMENTS DEBTS OF DECEDENT 11/21/11 Millennium Pharmacy Systems, Inc., pharmaceuticals $67.43 12/ 7/11 Bank of America, credit card 8.02 1/ 9/12 Bank of America, credit card 8.02 1/16/12 Spring Creek Rehab & Health Care Center, unreimbursed 510.00 medical expenses 1/25/12 Cumberland Goodwill Fire Rescue EMS, ambulance 62.21 service 3/ 6/12 Bank of America, credit card g.02 3/29/12 Bank of America, credit card 19.21 3/ 8/13 Orrstown Bank, loan # 160035364 2,037.57 TOTAL DEBTS OF DECEDENT $2,720.48 FUNERAL EXPENSES 11/ 5/11 Ewing Brothers Funeral Home, Inc., funeral expenses $3,927.12 TOTAL FUNERAL EXPENSES $3,927.12 ADMINISTRATION EXPENSES 11/ 5/11 Infinity Insurance Company, homeowner's insurance $495.00 premium - 5 - 11/18/11 Kough's Oil Service, fuel oil 786.24 4/ 2/12 Carolyn R. McQuillen, 2012 county and local real estate 209.06 taxes 7/30/12 Carolyn R. McQuillen, 2012 school real estate taxes 1,087.67 9/12/12 Erie Insurance, homeowner's insurance premium 83.00 9/13/12 Da 1 P. Stum, renunciation fees 25.00 9/24/12 Register of Wills, Petition for Probate Relief, filing fee 63.50 9/24/12 Sheriff, Petition for Probate Relief, service fee 48.45 10/22/12 Re ister of Wills, robate fees 239.00 10/23/12 Register of Wills, Petition for Decree Awarding Real 15.00 Estate, filing fee 10/23/12 Cumberland Law Journal, advertise Letters of 75.00 Administration, c.t.a. 7/23/12 Bedford Grange Mutual Insurance Company, 477.00 homeowner's insurance 11/ 3/12 Shuman's Gun Sho Ltd., a raisal fee 150.00 11/ 3/12 Sollenberger's Messenger Service, motor vehicle title fees 117.50 11/ 3/12 Sollenberger's Messenger Service, motor vehicle title fees 87.50 11/19/12 The Sentinel, advertise Letters of Administration c.t.a. 200.16 3/11/13 Re ister of Wills, Decree Awardin Real Estate 15.00 5/ 3/13 Recorder of Deeds, record Decree Awarding Real Estate 62.00 5/28/13 Register of Wills, Pennsylvania lnheritance Tax Return, 15.00 filin fee 11/11/13 Register of Wills, reserve for filing account 500.00 TOTAL ADMINISTRATION EXPENSES $4,751.08 FEDERAL, STATE, AND LOCAL TAXES 1/27/12 Register of Wills, estimated inheritance tax $126.24 9/ 4/12 Re ister of Wills, additional inheritance tax 56.59 5/28/13 Re ister of Wills, Pennsylvania lnheritance tax 10,953.07 TOTAL FEDERAL, STATE, AND LOCAL TAXES $11,135.90 FEES AND COMMISSIONS 5/28/13 Wayne F. Shade, attorney fee $4,850.00 11/11/13 Wayne F. Shade, attorney fee 1,150.00 TOTAL FEES AND COMMISSIONS $6,000.00 DISTRIBUTIONS OF PRINCIPAL 10/23/12 Paul D. McNew, Jr., firearms assi ned $2,620.00 10/23/12 Paul D. McNew, Jr., 1991 Chevrolet Blazer 1,100.00 11/ 3/12 Paul D. McNew, Jr., 1986 Winnebago Chieftan 1,000.00 - 6 - . 3/13/13 Paul D. McNew, Jr., 1058 Alexander Spring Road 85,000.00 TOTAL DISTRIBUTIONS OF PRINCIPAL $89,720.00 VERIFICATION PAUL D. McNEW, JR., Administrator c.t.a. of the Will of Mary G. Stum, Deceased, hereby declares under oath that he has fully and faithfully discharged the duties of his office; that the foregoing First and Final Account is true and correct and fully discloses all significant transactions occurring during the accounting period; that all known claims against the Estate have been paid in full; that, to his 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 of Administration c.t.a. 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.C.S.A. § 4904 relating to unsworn falsification to authorities. Date: November 11, 2013 �1 �� Paul D. McNew, Jr. - 7 -