HomeMy WebLinkAbout03-17-05
IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY,
PENNSYLVANIA
ORPHAN'S COURT DIVISION
ESTATE OF ESTHER M. HAAF, DECEASED,
No:
PETITION
FOR SETTLEMENT OF A SMALL ESTATE
PURSUANT TO 20 Pa.C.SA Sec. 3102
TO: The Honorable Judge of the Orphan's Court Division of Cumberland County,
Pennsylvania. The Petition of Decedent's niece, Gertrude Thieroff, respectfully stl!tes
that:
1. Esther M. Haaf, ("Decedent") a resident of 3 Green Ridge Village, Newville, 'PA
died at Carlisle Regional Medical Center on December 30, 2004 (a death
certificate is attached hereto).
2. The Decedent died leaving a Will dated February 8, 2000 (the Will is attached
hereto).
3. The Decedent's husband, Reverend Arthur Haaf, predeceased the Decedent
having died on December 20, 2001. The Decedent had no children.
4. Item V. of Decedent's Will names Petitioner, Gertrude (Trudy) Thieroff, as
Executrix in the event Decedent's husband predeceases her. Gertrude Thieroff
is the Decedent's niece.
5. Item IV. A. of Decedent's Will makes a specific bequest of Two Thousand Dollars
to Gertude (Trudy) Thieroff.
6. Item IV. B. of Decedent's Will bequeaths the residue of Decedent's Estate to
Maryville College, 502 East Lamar Alexander Parkway, Maryville, TN 37804.
7. As the named Executrix of the Decedent's Estate, Petitioner has standing to
petition this Honorable Court for the relief sought.
8. Decedent's Assets on date of death totaled approximately $13656.32 and are
described as follows:
A. An $8,484.66 "Funeral" Certificate of Deposit at Sovereign Bank.
B. A Checking Account at Farmer's National Bank (Adams County
National Bank) worth $4,429.66 at date of death. Decedent's sister,
Helen Peirce was put on the account three months prior to
Decedent's death as Power of Attorney for convenience purposes.
Two days prior to the date of death, Helen Peirce wrote herself a
check for $2,000.00 to be used toward Decedent's funeral
expenses.
C. A $742.00 Income Tax Refund due for 2004.
9. Decedents Debts total approximately $8,244.11 and are described as follows:
A. Funeral Expenses of $6,193.00 to Matinchek and Daughter Funeral
Home. Paid
B. MGM Pharmacy in Newville $11.00. Unpaid
C. Graham Medical Clinic $5.18. Unpaid
D. Green Ridge Village Phone Charge $21.20 Unpaid
E. Swaim Health Center (for personal care) $17.26. Unpaid
F. Continuing Care $14.14 Unpaid
G. Presbyterian Church Board of Pensions (Return of final payment)
$706.23. Unpaid
H. Blue Mountain Anesthesia $6.94. Unpaid
I. Carlisle Regional Medical Center $175.20. Unpaid
J. Lancaster HMA $12.71. Unpaid
K. Newville Ambulance $12.10 Unpaid
L. Post death Cleaning and mileage paid out of Joint Checking Account
by Helen Peirce to:
Helen Peirce -
Harry Page -
Patsy Kean -
Pam Cloud -
$340.00 Paid
$137.50 Paid
$362.50 Paid
$241.25 Paid
10. Decedent's Assets have been reconfigured as follows:
$ 2,000.00
+$ 8.484.66
$10,484.66
- $ 6.193.00
$ 4,291.66
D. Cleaning/Mileage Expenses (Paid) - $ 1.081.25
E. Check (still uncashed) to Gertrude Thieroff $ 3,210.41
F. Remaining in Decedent's Checking Acct + $ 2.759.02
$ 5,969.43
+ $ 742.00
$ 6,711.43
- $ 981.97
$ 5,729.46
A. Taken from Decedent's Acct on
12/28/04 by Helen Peirce for funeral
B. From Sovereign Funeral CD
C. Funeral Bill
G. 2004 Income Tax Refund
G. Total remaining Unpaid debt (from above)
11. With respect to the disDosition of the Decedent's estate, the Decedent's
remaining net estate, after paying off remaining unpaid debt (without factoring in
court costs, filing fees and attorneys fees), totals approximately $5.729.46 and its
disposition, if this Petition is approved by this Honorable Court, is detailed as
follows:
A. $2,000.00 to Gertrude Theiroff as per Will; and
B. Residue to Maryville College as per Will.
12. Decedent was neither a fiduciary in any other estate nor a surety on the bond of
any other fiduciary.
WHEREFORE, the Petitioner respectfully requests an Order of the Court
authorizing the collection of Esther M. Haaf's assets, the payment of Esther M. Haaf's
debts and the disposition of Esther M. Haaf's Estate as set forth herein under the
authority of 20 Pa. C.S.A. Sec. 3102.
ZIMMERMAN, PFANNEBECKER,
NUFFORT & A BERT, LLP
tFlf-._-
By: Frank P
VERIFICATION
I do verify that I am the Petitioner in the foregoing Petition and that the
statements made in the foregoing are true and correct, and that I understand that
false statements herein are made subject to the Penalties of 18 Pa. C.SA Sec.
4904 relating to unsworn falsification to authorities
Respectfully Submitted:
'.'.:-:"<""\
Thi, is to certify that. the information here given is correctly'copied from an original certificate of death duly filed with me as
Loul Registrar. The original certificate will be forwarded to the State Vital Records Office for permanent.filing. .
WARNING: It is illegal to duplicate this copy by photostat or photograph.
Fec for this certificate. $2.00
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02118-72
02/08/00
LAST WILL AND TESTAMENT
OF
ESTHER M. HAAF
I, ESTHER M. HAAF, of the Township of East Lampeter, County of
Lancaster and Commonwealth of Pennsylvania, hereby declare this to
be my Last Will and revoke all Wills which I have previously made.
ITEM I. I direct that the expenses of my last illness and
funeral be paid as soon as practicable after my death.
ITEM II. I hereby declare that my husband, ARTHUR R. HAAF, and
I own all articles of household use and personal property located
in our residence, or any other residential property which we own as
tenants by the entireties, and upon my death he will be the sole
owner thereof by operation of law, if he survives me.
ITEM III. I give, devise and bequeath all of the residue of my
estate, whether real, personal or mixed and wheresoever the same
may be situate, unto my husband, ARTHUR R. HAAF, absolutely, pro-
vided however that he shall survive me by thirty (30) days.
ITEM IV. In the event that my husband, ARTHUR R. HAAF, fails
to survive me by thirty (30) days, or predeceases me, I then give,
devise and bequeath my entire estate as follows:
A. To my niece, TRUDY THIEROFF, the sum of Two Thousand
($2,000.00) Dollars; and
B. All of the rest, residue and remainder of my estate,
to MARYVILLE COLLEGE, Maryville, Tennessee.
ITEM V. I appoint my husband, ARTHUR R. HAAF, Executor of
this Will. Should he, for any reason, fail to qualify or cease to
02118-72
02/08/00
act as such during the administration of my estate, I appoint my
niece, TRUDY THIEROFF, Executrix of this Will, to act with the same
duties, powers and discretions as if originally appointed. No
fiduciary acting under this Will shall be required to enter bond or
furnish sureties in any jurisdiction.
IN TESTIMONY WHEREOF, I, ESTHER M. HAAF, the Testatrix, have
hereunto set my hand and affixed
Testament at d: O/h'/--I?A AZr......-
day of ::Za/J.""'LYtf
my seal to this my Last Will and
y.<J1
, Pennsylvania, on the
, A.D.,
2000.
~~. j.l~"......2JSEAL)
ESTHER M. HAAF' pi
SIGNED, SEALED, PUBLISHED AND DECLARED by the above named,
ESTHER M. HAAF, as and for her Last Will and Testament, in the
presence of us who have hereunto signed our names at her request,
in the presence of said Testatrix and in the presence of each
1-;: !/IlJ,.. Ajcrv4.
'1-/ residing at ~w~:..
xi ~~-:;) ~. re'iding atfli~14> P'+
- 2 -
02118-72
02/08/00
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF LANCASTER
)
)
)
SS. :
I, ESTHER M. HAAF, Testatrix, whose name is signed to the
attached or foregoing instrument, having been duly qualified
according to law, do hereby acknowledge that I signed and executed
the instrument as my Last Will; and that I signed it willingly and
as my free and voluntary act for the purposes therein expressed.
Sworn to or affirmed and
acknowledged before me by
HAAF, the Testatrix,
C;~{0~, ~
ESTHER M. HAAF,'Testa ix
Expir
NOTARIAl SEAL
NANCY E. FORNOFF. No!IrY PublIc
w..r.1.8ncaIIr CoUnty
CA.n.~""', 29, 2003
02118-72
02/08/00
COMMONWEALTH OF PENNSYLVANIA
)
)
)
SS. :
COUNTY OF LANCASTER
and~1A~"-e .s, t1ar1i'l;-.the
witnesses whose names are signed to the attached or foregoing
instrument, being duly qualified according to law, do depose and
say that we were present and saw the Testatrix sign and execute the
instrument as her Last Will; that she signed it willingly and
executed it as her free and voluntary act for the purposes therein
expressed; that each subscribing witness in the hearing and sight
of the Testatrix signed the Will as a witness; and that to the best
of our knowledge, the Testatrix was at that time 18 or more years
of age, of sound mind, and under no constraint or undue influence.
subscribed to
me
Sworn to or affirmed and
, witnesses,:
~f(J' J~
~ S /"
My Commission Expires:
NOTARIAL SEAL
NANCY E. FORNOFF. NoIIrY PublIc
l8ncasler. lancaIIr CclIlly
Commiasion' 29. 2003