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HomeMy WebLinkAbout05-21-14 p ORDER And now,this 19 day of M CI, .__ 120_ upon consideration of the foregoing petition and ❑ on motion of attorney for petitioner or [g] on motion of petitioner, it is ordered that the petitioner distribute the property of the decedent under section 3102 (and section 3392, if applicable)of the Probate,Estate and Fiduciaries Code as follows: Name Amount ee-� w e ,e PaW 4-4-he gmoWj alas /r- q Total $ Ah)6d�oPl md-&,n4�,-;anes (PleggXrl' This decree of distribution shall constitute sufficient authority to all transfer agents, registrars and others dealing with the property of the estate to recognize the persons named as entitled to receive such property without administration,and shall in all respects have the same effect as a decree of distribution after an accounting by a personal representative. By the Court, Judge 10 In Re: : IN THE COURT OF COMMON PLEAS OF : Cumberland COUNTY,PENNSYLVANIA Sandra L Smith _ Deceased : ORPHANS' COURT DIVISION FILE NO.: 21-1.3-0153 PETITION FOR SETTLEMENT OF SMALL ESTATE AND NOW,comes the Petitioner Tracey M Reichard,as a Pro Se Petitioner, and files the following Petition for Settlement of the Estate of Sandra L Smith pursuant to 20 Pa. Code § 3102 , and states: I. Petitioner is an adult individual eighteen years of age or older. Petitioner presently resides at 1.04 Sarah Court, Lewisberry,PA. 17334; 2. Sandra L Smith died at the age of 72 on January 29,2013; and at the time of his/her death resided at: 208 Senate Avenue,Apt 814,City of Camp Hill,County of Cumberland, State of Pennsylvania, having a Social Security Number of 181-32-2877; s M 3. Petitioner's relationship to the decedent is: daughter 4? -c s —' ry rl M R z r� t—• :P0 o 4. Decedent died: o p a. ❑ Intestate a ry r m —{ r b. Testate CD (1) IO/The Will was Probated on the 7th day of February, 2013 and Letters of Administration were granted on the 7th day of February, 2013. The Personal Representative required to give bond in the amount of $ and the surety is 0 A Copy of the Will is attached hereto. (2) ❑ The Will has not been probated. ❑ The original Will is attached hereto. 5. The following are beneficiaries of the estate either under the Will or the laws of intestacy: 1 Name: Tracey M.Reichard Relationship to Decedent: Daughter Describe Interest in Estate: Named beneficiary Beneficiary: VHas not received or retained any property of the decedent by payment of wages or other items under Section 3101 of the Probate,Estates,and Fiduciaries Code,or otherwise. ❑ Has received or retained the following property of the decedent by payment of wages or other items under Section 3101 of the Probate, Estates, and Fiduciaries Code, or otherwise: ❑ Is deceased (attach supporting documentation) ❑ Is incompetent(attach supporting documentation) and his/her fiduciary is whose address and telephone number is: ❑ Is a minor whose date of birth is and and his/her fiduciary is whose address and telephone number is: Name: Dana K Griswold Relationship to Decedent: Daughter Describe Interest in Estate: Named beneficiary Beneficiary: 2 tad H not received or retained any property of the decedent by payment of wages or other items under Section 3101 of the Probate,Estates, and Fiduciaries Code,or otherwise. ❑ Has received or retained the following property of the decedent by payment of wages or other items under Section 3101 of the Probate,Estates, and Fiduciaries Code,or otherwise: ❑ Is deceased(attach supporting documentation) ❑ Is incompetent(attach supporting documentation)and his/her fiduciary is whose address and telephone number is: ❑ Is a minor whose date of birth is and and his/her fiduciary is whose address and telephone number is: Name: Jeffrey V Minich Relationship to Decedent: Son Describe Interest in Estate: Named beneficiary Beneficiary: Has not received or retained any property of the decedent by payment of wages or other items under Section 3101 of the Probate, Estates, and Fiduciaries Code, or otherwise. ❑ Has received or retained the following property of the decedent by payment of wages or other items under Section 3101 of the Probate,Estates,and Fiduciaries Code, or otherwise: ❑ Is deceased (attach supporting documentation) ❑ Is incompetent(attach supporting documentation)and his/her fiduciary is 3 whose address and telephone number is: ❑ Is a minor whose date of birth is and and his/her fiduciary is whose address and telephone number is: 6. The following individuals are entitled to the family exemption: Name Address: City: State and Zip: Relationship: DOB: (minors only) Name Address: City: State and Zip: Relationship: DOB: (minors only) Name Address: City: State and Zip: Relationship: DOB: (minors only) Name Address: City: State and Zip: Relationship: DOB: (minors only) 4 T Real and Personal Property assets of the estate and their estimated values: ASSET DESCRIPTION COMPLETE ASSET ADDRESS DOLLAR VALUE Sovereign Bank Checking 161.00 2003 Chevrolet Cavalier 2265.00 Refunds/returns 260.00 Sun Life Assurance Annuity 10439.18 & Debts and Claims against the Estate: Funeral and burial expenses(attach statement and/or receipts): Type of service: Cremation and burial service Services by: Parthemore Funeral Home Address: 1303 Bridge St. New Cumberland PA 17070 Amount: 4269.59 Paid/Due: 2/2/13 Type of service: Food for reception following funeral Services by: Giant Address: Amount: 111.02 Paid/Due: 2/2/13 Type of service: Services by: Address: Amount: Paid/Due: 5 Last illness expenses(attach statement and/or receipts): Type of service: Services by: — Address: Amount: - Paid/Due: -- Type of service: Services by: --� Address: Amount: --�--- Paid/Due: — —�Type of of service: Services by: Address: Amount: Paid/Due: — Other claims or expenses that are unpaid: CLAIMANT ADDRESS TYPE OF AMOUNT CHARGE 9. The following exhibits are attached hereto: VAn itemized list of disbursements made prior to the filing of the petition, indicating the payor and whether the disbursements were in payment of administration expenses, prefe d or ordinary debts, items of distribution,or the family exemption; A certificate of the Register of Wills or the equivalent thereof satisfactory to the Court,showing payment or other status of the inheritance tax, unless the estate be valued at less than the family exemption and petitioner be claiming the same as such; and ❑ A certification on valuation of assets by one or more appraisers competent to give an opinion as to the value thereof,accompanied by a brief statement of the qualifications of such appraiser,except for cash or listed securities, for which no certification of value is required. Therefore,Petitioner requests payment or distribution to of the property of the estate to those entitled and such other a further relief as the Court deems just and proper. Respectfully submitted, Bate: J 'f Signature of Pa �n Printed Na e lN- h Address City, State,and Zip C7r7J 5-0 f X0X Telephone Number 7 VERIFICATION A. PETITIONER STATE OF Pennsylvania COUNTY Cumberland I,the undersigned Petitioner, being sworn, state that I have read and understood the Petition in the above styled case;that the petition was filed at my request and direction; and that the allegations in the above petition are true and correct,to the best of my knowledge, information and belief. Given on this the r r day of � �� 20_J t kY' ceyM. Reichard �J Name Of Petitioner ACKNOWLEDGED, SWORN TO AND SUBSCRIBED before me on this the-Js day of 20�. '� My commission expires:'00 Notary Public 0 �.�gL� t COMMONWEALTH OF PENNSYLVANIA.- Notarial seal Sharon K.Johnson,Notary Public otty of tiamsbum Dauphin Coumy .. M Commission EX 1111 NOV.rt2 2016 MEMBER,PENNSV6VANIA A ANi€5 8 Itemized list of disbursements made prior to the filing of the petition, Administrative Expenses Attorney Fees �r j q e, �, C}bL 25.00 Probate Fees 113.00 Notice to Creditors publications ff wflz)t 170.66 9 Sandra L. Smith File no.21-13-0153 Assets placed into Estate Checking Account: Original Sovereign Bank Balance $161.00 2003 Chevrolet Cavalier that was sold $2,265.00 Refunds/returns $260.00 Subtotal of Assets 2,686.00 Debts Paid Out of the Estate Checking Account: Attorney $25.00 Probate $113.00 Notice to Creditors/Publication $170.66 Inheritance Tax $365.38 Final Petition Filing Fee $15.00 Misc Exp(Notary/Postage/Mileage) $55.00 Subtotal Debts Paid $744.04 Balance to be distributed to Jeff Minich, Dana Griswold,Tracey Reichard $1941.36 Balance per person $647.12 Non-Probate Assests Sun Life Assurance Annuity-distributed directly To named beneficiaries $10,439.18/$4,269.59per person Debts paid before Estate Checking acct,established: Cremation, burial service,&food-paid directly by Jeff Minich,Dana Griswold and Tracey Reichard tr pennsylvania DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX REV-1607 EX APE (12-13) INHERITANCE TAX DIVISION STATEMENT OF ACCOUNT PO BOX 2BO601 HARRISBURG PA 17128-0601 DATE 04-21-2014 ESTATE OF SMITH SANDRA L DATE OF DEATH 01-29-2013 FILE NUMBER 21 13-0153 COUNTY CUMBERLAND REICHARD TRACEY M ACN 101 104 SARAH CT Amount Remitted LEWISBERRY PA 17339-9519 MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS 1 COURTHOUSE SQUARE CARLISLE PA 17013 NOTE: To ensure Proper credit to your account, submit the upper Portion of this form with Your tax Payment. CUT ALONG THIS LINE --+ RETAIN LOWER PORTION FOR YOUR RECORDS 4-- REV-1607 EX AFP (12-13) X;; INHERITANCE TAX STATEMENT OF ACCOUNT ■* ESTATE OF:SMITH SANDRA L FILE NO. : 21 13-0153 ACN: 101 DATE: 04-21-2014 THIS STATEMENT PROVIDES CURRENT STATUS OF THE STATED ACN IN THE NAMED ESTATE. BELOW IS A SUMMARY OF THE PRINCIPAL TAX DUE, APPLICATION OF ALL PAYMENTS, THE CURRENT BALANCE, AND, IF APPLICABLE, A PROJECTED INTEREST FIGURE. DATE OF LAST ASSESSMENT OR RECORD ADJUSTMENT: 06-03-2013 PRINCIPAL TAX DUE: 384.61 PAYMENTS (TAX CREDITS) : PAYMENT RECEIPT DISCOUNT <+3 AMOUNT PAID DATE NUMBER INTEREST/PEN PAID C-) 04-15-2013 CDO17458 19.23 384.61 07-22-2013 REFUND .00 19.23- TOTAL TAX PAYMENT 384.61 BALANCE OF TAX DUE .00 INTEREST AND PEN. .00 TOTAL DUE .00 IF PAID AFTER THIS DATE, SEE REVERSE SIDE FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. REGISTER OF WLLS CERnFICATE OF CUMBERLAND COUNTY GRANT OF LETTERS PENNSYLVANIA i No. 2013- 00153 PA No. 21- 13- 0153 Estate Of: SANDRA LEE SMITH lPoap Middlo,Lase Late Of. EAST PENNSBOR0 TOWNSHIP CUMBERLAND COUNTY 0 Deceased Social Security No: WHEREAS, on the 7th day of February 2013 an instrument dated February 5th 2007 was admitted to probate as the last will of SANDRA LEE SMITH 'Plu.Middle,lase late of EAST PENNSBORO TOWNSHIP, CUMBERLAND County, who died on the 29th day of January 2013 and, WHEREAS, a true copy of the will as probated is annexed hereto. THEREFORE, I, GLENDA FARNER STRASBAUGH , Register of Wills in and for CUMBERLAND County, in the Commonwealth of Pennsylvania, hereby certify that I have this day granted Letters TESTAMENTARYto: TRACEY M REICHARD who has duly qualified as EXECUTOR(RIX) and has agreed to administer the estate according to law, all of which fully appears of record in my office at CUMBERLAND COUNTY COURT HOUSE, CARLISLE, PENNSYLVANIA. IN TESTIMONY WHEREOF, I have hereunto set my, hand and affixed the seal of my office on the 71h day of February 2013. 1 J ' R"atei�WI s .'1 eputy ,/ **NOTE** ALL NAMES ABOVE APPEAR (FIRST, MIDDLE, LAST) WILL:AND TESTAMENT I, SANDRA Li SMITH, of the Township of Loyalsock, County of 1AST Lycoming and Commonwealth of Pennsylvania, do hereby make my Last Will and Testament and revoke all Wills -and Codicils by me at any time heretofore made. 1. PAYMENT OF DEBTS AND FUNERAL EXPENSES. I direct that all my just debts and funeral expenses shall be paid from'the assets pf:my estate as �.m soon as practicable after my decease. ° -*� r;`c' w ' n4 mz co (/, .i cI 2. SPECIFIC BEQUEST OF JEWELRY. n D M , N L, n (a) I give and bequeath my white gold di r51 n to,'rrvy __7 daughter,'DANA K. GRISWOLD*. I ca (b) I give and bequeath my yellow gold diamond ring to my daughter, TRACEY M. REICHARD. (c) I give and bequeath my blue sapphire diamond ring to my daughter-in-law, SANDRA MINICH. (d} I give and bequeath'my yellow gold amethyst ring to my granddaughter, ASHLEY GRISWOLD. 3. GIFT OF LIFE ESTATE IN RESIDENCE. I give and bequeath a life i estate in my residence situate at 2012 Reed Street, Williamsport, Pennsylvania, together with all household goods and furnishings therein, to my good friend, MONICA M. KITCHEN, for her life so long as she desires and MCCORMICK LAW F(RM 8375 W.FOURTH ST. continues to use said premises on a regular basis as her home, subject to she MWAMSPORT,PA. GFEIS,����y■ � y�^�9�� r�� ¢mow .r....�rr .�..�.1 1RlVf, , 2 faa�Tr M 1T..15F, kD bdi:,e �r ia'i�6 ia:e —")e sham so received, to collect the income and after ,paying all expenses incident to the management of the Trust, to apply such parts of the net income and principal as may be necessary, in the sole discretion of my said Trustee, for the support, welfare and education, including education at an institution of higher learning, of said person until she reaches the age of Twenty-One (21). Should said person die before obtaining age Twenty-One (21), the Trust shall terminate as to his or her share and said share shall be distributed to his or her heirs, but subject to the terms of this Trust. In case of vacancy in said office of Trustee, I hereby appoint my son, JEFFREY V. MINICH, as Alternate Trustee. 5. PERSONAL REPRESENTATIVE. I nominate, constitute and appoint my three children, JEFFREY V. MINICH, DANA K. GRISWOLD and TRACEY M. REICHARD, as Co-Executors of this my Will. 7, WAIVER OF BOND. I direct that no fiduciary under this Will shall be required to give bond in any jurisdiction in which he or she may act, conditioned upon the faithful performance of the duties of said office. 8. TAXES. I direct that all estate, inheritance and succession taxes on property passing on account of my death under this Will or otherwise except as set forth below shall be paid out of the principal of my general estate to the same effect as if said taxes were expenses of administration, and all legacies, MCCORM M AW FIRM 835 W.f00RTH ST. 3 WILLIAMSPORT,PA. s1 d c acrd rr c�rgmseroMiNdwandsom ow sun*or Ims. *"4 ark„or—N4 W4 CoC, n . t3, snz'. `De .r+"�.,'� 2_^f deal-'max In the event that, at the time of my death, 1 own securities r :S ems Li beneficiary form pursuant to 20 Pa-C.S. § 6401, et seq., then any such taxes due as a result of the transfer of such securities upon my death shall be borne by the registered beneficiary and not by my estate. 9. RESTRAINT ON ALIENATION. I direct that all legacies and all shares and interests in my estate, whether principal or income, while in the hands of my personal representative or trustee herein appointed, shall not be subject to attachment, execution, or sequestration for any tort, debt, contract, obligation, or liability of any legatee or beneficiary, and shall not be subject to pledge, assignment, conveyance or anticipation by any legatee or beneficiary 10. FIDUCIARIES" POWERS. I direct that my personal representative and trustee herein appointed, in addition to and not in limitation of any authority given to the same by law, shall have the following powers: A. For the payment of debts or for any purpose of administration or distribution, to sell, mortgage, lease, alter, improve, partition and exchange all or any of my property, real or personal, at any time during the administration of my estate or the continuance of said Trust and at the termination thereof for purposes of distribution, selling at public or private sale without an order of court for such prices and upon such terms as to cash and MCGORMICK LAW FIRM 835 W.FOURTH ST. WILLIAMSPORT,PA. 4 5'...-: d°=i fe G 'xi �2--Z f cc-,, u_L rz i c!F t-e ;p=-=.z,� = se a m application of the purchase or consideration rnoneys, arty sta:arte, rele or case law to the contrary notwithstanding; B. To retain for distribution in kind all stocks, bonds and other investments made by me, or in the absolute discretion of said personal representative or trustee to convert the same into cash, whether or not such conversion is necessary, any statute, rule or case law to the contrary notwithstanding; C. To retain as investments of the Estate and Trust, all stocks, bonds and investments owned by me and to invest and reinvest in other stocks, bonds, shares in mutual investment trusts, common trust funds and other investments, without being confined to what are known as "legal investments" and to sell and transfer the same, either in person or by attorney, without liability on the part of the purchasers to see to the application of the purchase or consideration moneys. 11. INTERPRETATION. The following interpretations shall apply to this Will: (a) Throughout this Will, when the masculine, feminine or neuter gender is used inappropriately, it shall mean the appropriate gender, and unless the context requires otherwise, the singular number shall include the plural and vice versa; MCCORMiCN LAW FRIA 575 W.FOURTH ST. WILL,MSPORT,PA. 5 SLR-, .""- ^� �_....'�'... �5:'✓ Z.� i.E[Sw'I-'.c� � �2:`.��» �.�? w u� VIiiI, unless otherwise sue ; (c) The headings at the beginnings of paragraphs and sub-paragraphs in this Will are for reference purposes only and shall be disregarded in the construction of this instrument unless the context clearly indicates otherwise. IN WITNESS WHHE``R,�EOF, I have hereunto set my hand and seal this day of ' (SEAL) Sandra L. i h Signed, sealed, published and declared by the above named Testatrix as and for her Last Will and Testament in our presence, who, at her request and in her presence and in the presence of each other, have hereunto subscribed our names as witnesses. - . �du&_ -V� William L. Knecht, Esquire MCCORMICK LAW FIRM 875 W.FOURTH ST. WIILLIAMSPORT,PA. 6 COMMONWEALTH OF PENNSYLVANIA } : SS COUNTY OF LYCOMING } We, SANDRA L. SMITH, the Testatrix, and the witnesses whose signatures appear below, and whose names are signed to the foregoing instrument, being first duly sworn, do hereby declare to the undersigned authority that the Testatrix signed and executed this instrument as her Last Will and Testament and that she had signed willingly and that she executed it as her free and voluntary act for the purposes therein expressed, and that each of the witnesses, in the presence and hearing of the Testatrix and of each other, signed the Will as a witness and that to the best of their knowledge, the Testatrix was at that time eighteen (18) years of age or older, of sound mind and under no constraint or undue influence. Sandra William L. Knecht, Esquire '"`t�-1 1-'. .,.rte✓%��,".E�z��i' McCORMICK LAW FIRM $35 Vl,FOURTH ST. %IWAMSPORT,PA. 7 Subscribed, sworn to and acknowledged before me by SANDRA L. SMITH, the Testatrix, and subscribed and sworn to before me by the /� / witnesses above named, this day of /?/q/- 2007. otary Public Z.M monv,,;*A l Of PtY!(t5y atria NOTAPI.At KA1 SHE 10 E.I'TMI E,t chary Pubic Gty m 1rl,,:a os�art,L{ccm:ng Count/ My Commission,Expires Oct, 11, )2 h M<CORMICK LAW FIRM _ 035 W.FOURTH ST. WILLIAMSPORT,PA. 8 �.\\\ 4 A Family Tradition of Caring`' PARTHEMORE Fune e & Cremation Services, Inc. Mrs.Tracey M. Re rd 1/30/2013 104 Samb Court Lewisbcny,PA 17339 1303 Bridge Street P.O.Box 431 New Cumberland,PA 17Q74 We sincerely appreciate the confidence you have planed in us and will continue to assist you in every way we can. Please foci free to contact us if you have any questions in regard to this statement. The following PH:(717)774-7721 is an itemized statement of the services,facilities,automotive equipment and merchandise that you selected FX:(717)774-5546 when making the funeral arrangements. www.parthemore.com Terms Due Date Account# Net 30 3!1!2013 6553.3 Description Amount SERVICES&MERC14ANDISE Gilbert W.Parthemore Memorial Service 610.00 Founder Visitation/Viewing 450.00 Direct Cremation 2,475.00 Gilbert J.Parthemore Sacred Heart of Jesus Stationery Set 165.00 Supervisor Total Services and Merchandise 3,700.00 Stephen K.Parthemore President,CFSP CASH ADVANCE ITEMS Bruce R.Parthemore Death Notice,Harrisburg Patriot 230.57 12 Certified Copies of Death Certificate 72.00 Pre-Need Coordinator,CPC Clergy Honorarium 150.00 Flowers,Vase 50.00 Cumberland County Coroner Fee,Cremation Authorization 30.00 Total Cash Advances 532.57 Professional Memberships: Immediate Pay Discount-Thank you! -74.00 Pennsylvania Funeral 4 Directors Association _ v t It n t x JI Ordcrofair R Golden' 1xie TOta) S4,isg.57 Payments/Cred'+ts $-4.158.57 u Balance Due x0.00 l 3 Qualify,Select ion.Savings.Every 6a Y. Visit us on the Internet www.GianlFoodStores.com Mw coal is to ersure your natisfaction every time you shop with us. If there is anwthlns more I can do to improve your experience please call or write. J.P. Frattcne, Store Manaser Giant Fcod Store 46253 130 Cld York Road New Cumberland, PA 17070 Store Telephone: (717) 774-4936 Pharmacy Telephone: (717) 909-4320 THANK YOU 48003492982 2 @ 1 .69 DT PEPSI 2 LTF BC 3.38 B 2 @ .19 SC BONUSBUY SAVINGS .38-B Price for 2 3.00 i.-;LD GOLD TWIEIS BC 3.29 F SC BONUSBUY SAVINGS .29-F Price uoc pay 3.00 MARTINS CHIPS 4.99 F 2 @ 1 .79 COCA COLR CL 3.58 B 2 @ 1 .89 7 UP REG 67.6 OZ BC 3.78 B 2 @ .39 SC BONUSBUY SAVINGS .78-B Price for 2 3.00 4 @ 1 .39 SB DSBNR CTLRY BC 5.56 T 4 @ .39 SC BONUSBUY SAVINGS 1 .56-T Price for 4 4.00 SB PREMIUM NAFhl 2.19 T PARTY TRAY 34.99 F MED RELISH TROY 22.99 F COF-MTE VAN NC BC 1 .99 F SC BONUSBUY SAVINGS .40-F - Price wol. Pay 1 .59 G CHOC° CIJPCAKF - -3.391F - TOTAL BEFORE SAVINGS 90.73 YOUR TOTO1. SAVINGS 3.41 TOTAL AFTER SAVINGS 87.32 g TAX PAID 95 ****TOTAL VF CREDIT CORD 88.27 ***e***n**f!******1********£ ***** GIANT FOOD 4 130 OLD YORK READ NEW CUMBERLAND, PR 17070 VISA PAYMENT Card XXXX XXXX XXX Payment Amcunl S **x.1MD� rx,REF 4 010432 2/02/13 10:43 (253 12 0011 125 IJi CHANGE _--:7 W10-7did TOTAL NUMBER OF IT S L 2/02/13 10:43-0 62 9 AOit