Loading...
HomeMy WebLinkAbout10-01-14 IN RE: ESTATE OF . IN THE COURT OF COMMON PLEAS . CUMBERLAND COUNTY, PENNSYLVANIA PAULINE M. GUNDRUM . ORPHANS' COURT DIVISION . N0. 2014-377 PETITION FOR SETTLEMENT OF SMALL ESTATE PURSUANP TO SECTION 3102 OF PENNSYLVANIA PROBATE, ESTATES AND FIDUCIARIES CODE ANNOTATED AND NOW, comes Petitioner, Lynn D. Gundrum, by his attorneys, Steiner, Sandoe & Cooper, Esquires , and respectfully aver as follows : 1 . Petitioner is Lynn D. Gundrum, a sui juris individual, currently residing at 47 St . Andrews Way, Etters, PA 17319 . 2 . Decedent is Pauline M. Gundrum, formerly a resident of 100 Mt . Allen Drive, Mechanicsburg, PA, County of Cumberland. Decedent died testate on December 2 , 2013 . 3 . Letters Testamentary were not granted due to the small size of the estate. 4 . The names and addresses of the heirs or beneficiaries r � of the decedent are as follows : � ;-� � O ^ r a, � C:.? l*J C': , } Michael D. Gundrum - Son rn � c� � "--' ; .; 25 Long Lane Dr. , Hummelstown, PA 17036 r� �;: r�r� ' �, k E . .. _._� .. � �.. , -,� r--7 Lynn D. Gundrum - �` � .`i s 47 St . Andrews Way, Etters, PA 17319 :; _ �_,� ,.:� � : :�.� 5 . No wages, accrued pensions, etc . , have been paid under Section 3101 of the Pennsylvania Probate, Estates and Fiduciaries Code, 20 Pa.C . S . §3101 . 6 . All parties in interest to this case are adults of full capacity, and no fiduciaries have been or need to be appointed for any party in this case. 7 . The assets of the decedent' s estate, and the values thereof as of the date of death are as follows : ASSET VALUE First National Bank of Fredericksburg Checking Acct . $ 5, 225 . 89 Bankers Life Premium Refund $ 306 . 56 TOTAL $ 5,532 .45 8 . The paid claimants of this estate are as follows : CREDITOR AMOUNT Grose Funeral Home Funeral Services $ 360 . 86 TOTAL $ 360 .86 9 . All of the unpaid claimants of this estate are as follows : CLAIMANT AMOUNT Steiner, Sandoe & Cooper 36 W. Main Avenue Myerstown, PA 17067 (Attorney' s fee for representation of the estate) $ 750 . 00 Lynn D. Gundrum 47 St . Andrews Way Etters, PA 17319 (Executor' s Fee) $ 375 . 00 Michael D. Gundrum 25 Long Lane Drive Hummelstown, PA 17036 (Executor' s Fee) $ 375 . 00 Lynn D. Gundrum 47 St . Andrews Way Etters, PA 17319 (Reimbursement, Funeral Luncheon) $ 816 . 00 Steiner, Sandoe & Cooper 36 W. Main Avenue Myerstown, PA 17067 Costs Advanced: Register of Wills, Filing fee, Inheritance Tax Return $ 15 . 00 Filing fee, Petition $ 15 . 00 Messiah Lifeways 100 Mt . Allen Drive Mechanicsburg, PA 17055 (Nursing Home Care) $ 839 . 32 PA Department of Public Welfare P. 0 . Box 8486 Harrisburg, PA 17105-8486 (Medical Assistance, Class 3 ) $ 29 , 463 . 76 (Medical Assistance, Class 5 . 1) $301, 637 . 50 TOTAL $334,286 .58 10 . There are insufficient funds to pay the creditors in full . 11 . The Inheritance Tax Return was filed on April 16, 2014, and accepted as filed by the Department of Revenue on August 18 , 2014 . WHEREFORE, Petitioner requests your Honorable Court to enter an Order authorizing Lynn D. Gundrum to settle the Estate of Pauline M. Gundrum, approving payments of $839 . 32 to Messiah Lifeways for nursing home services; $816 . 00 to Lynn D. Gundrum for the funeral luncheon; $750 . 00 to the law firm of Steiner, Sandoe & Cooper, in payment of attorney' s fees; $375 . 00 to Lynn D. Gundrum, in payment of executor' s fee; $375 . 00 to Michael D. Gundrum, in payment of executor' s fee; and $30 . 00 to the law firm of Steiner, Sandoe & Cooper for reimbursement of costs advanced. Petitioner further requests approval of the payment of the balance of funds remaining, $1, 987 . 52 , being paid to the PA Department of Public Welfare. Petitioner further requests the balance of the funds owing to the PA Department of Public Welfare, together with any debts or obligations to any other unpaid creditors, be discharged. STEINER, SANDOE & COOPER By: /' �. Ken eth C . Sandoe, Esquire Attorney for Petitioner ID #25976 36 W. Main Avenue Myerstown, PA 17067 Telephone: (717) 866-5737 VERIFICATION The undersigned verifies that the facts contained herein are true and correct . The undersigned understands that false statements herein are made subject to the penalties of 18 Pa.C. S . §�°C4 , relating tc u:�scaorr falUifica}ion to authorities . � r� Lynn . Gundrum, Executor Estate of Pauline M. Gundrum Date. � � � � IN RE: ESTATE OF . IN THE COURT OF COMMON PLEAS . CUMBERLAND COUNTY, PENNSYLVANIA PAULINE M. GUNDRUM . ORPHANS ' COURT DIVISION . NO. 2014-3777 AFFIDAVIT OF SERVICE COMMONWEALTH OF PENNSYLVANIA ) ss : COUNTY OF LEBANON ) BETTINA J. ZELLERS, being duly sworn according to law, deposes and says that she is an employee in the Law Offices of Steiner, Sandoe & Cooper, and that on September 11, 2014, she mailed a true and correct copy of the Petition for Settlement of Small Estate with accompanying Notice in regard to the above-captioned matter, to the following, by certified mail, return receipt requested, receipts for which are attached hereto . Michael D. Gundrum Lynn D. Gundrum 25 Long Lane Drive 47 St . Andrews Way Hummelstown, PA 17036 Etters , PA 17319 Messiah Lifeways PA Dept . of Public Welfare 100 Mt . Allen Drive P. 0. Box 8486 Mechancisburg, PA 17055 Harrisburg, PA 17105-8486 Sworn to and subscribed before me this 11th day of September, 2014 . �� `-���� i�t � [ 1��� 1�-=���� �.��'� �. l � E_4�_ ` 4��. .�. ��.� , v__ `_ Notary Public co;��s�r���J�a,i��a���n�vs�°iv���A � tuotaria�Sea! Neld�K,i-li�starr:an,Nota+y P!�blie Myefstawn�ro,�el�anon County My Commoss;an�-x��res 5ept.22,2Ql5 . � � � . � . � •. . . ,. 0 v� ' ..n ,� � � � � � � P°S�9e $ 09/11/2014 Certified Fee � Postmark ' O Retum Receipt Fee Here p (Endorsement Required) � Restricted Delivery Fee � (Endorsement Required) fU p Total Postege 8 Fees � m m Sent To Michael D. Gundrum � S�reet,Ap[No::�-----------------------------------°--------------------------------- � orPOBoxNo. ___.LS LOLlg L3Lle �'1V2 City Sfate,ZIP+4 ---------°----°---------------°-----------------------°--- Hummelst :�� ��. � • . . . . . ■ Complete items 1,2,and 3.Also complete A. Signature item 4 if Restricted Delivery is desired. �A9�t ■ Print your name and address on the reverse X ddressee so that we can return the card to you. ■ Attach this card to the back of the mailpiece, • Received by(P�nted ame) C. ate of�elivery or on the front if space permits. ( � � �✓J,3�d 1. Article Addressed to: D. Is delivery address different from item 71 ❑Yes If YES,enter delivery address beiow: ��lo Michael D. Gundrum 25 Lor� Lane Drive Hummelstown, PA 17036 3. Service Type C�Certified Mafl� ❑Priority Mail ExpressTM ❑Registered ❑Retum Receipt for Merohandise ❑Insured Mall ❑Collect on Delivery 4. Restricted Delivery?(Extra Fee) ❑Yes 2. a►r��ie � f i ` E �� �f f � � 7py3 3020 CIOD� 1256 9074 (fi�nsfer f�oa�senrlGe fa¢el� s: ; Ps�orr'rm 381�,JUIq 2b13� ? • � - . . :[3or�iestie Return Receipt . � � � ` ' . f� �. � , . ..• •• ..0 O . • . Q" � ..0 � Postage $ 09/11/2014 fl.l r� Cert'rfied Fee 0 Postmark p Retum Receipt.Fee Here 0 (EndorsemeM Reqwred) � Restricted DelNery Fee O (Endorsement Required) f1J � p Total Postage&Fees m m Sent To Lynn__D.__Gundrum----------------------------------------------------- '� Slreet Apt.IVo.; � orPOBoxNo. 47 St.. Andrews Way ------°------------°�---.. ---------------°----- - -` C' .State,ZIP+4---�--------- --- �tters PA 17319 :�� �,. ; . . . . . . , ■ Complete items 1,2,and 3.Also complete A. Si ature item 4 if Restricted Delivery is desired. ��� ❑Agent ■ Print your name and address on the reverse ❑Addressee so that we can return the card to you. B. Received by(Pdnted Name) C at f Del ery ■ Attach this card to the back of the mailpiece, or on the front if space permits. �1 G�n`e � C nc9rJ� -��� D. Is delivery address different from Rem 1? ❑Yes 1. Article Addressed to: If YES,enter delivery address below: ❑No Lynn D. Gundrum 47 St. Andrews Way ' Etters, PA 17319 3. Service Type L$Certifled Mall� ❑Priority Mafl ExpressTM ❑Registered ❑Retum Receipt for Merohandisa ❑Insured Mail ❑Collect on Delivery _ 4. Restricted.DQlivQry?�Extra Fee) ., ❑Yes 2. �►u�ieN"me�` ` � � � . . . . � � 7p13. 3�020 �0000 �1256 9�67 (Tiansfer from serv/ce IsbeQ ; P$�orrh 3$1�;Ju[y201`:3 : : � � ; ; : Do��c;Return Receipt . � . � . . . O �. • . . ..• . .-. �l O 0-' � � � ..0 � pa�98 $ 09/11/2014 r� Cert'rfied Fee O Postmark O Retum Receipt Fee Here p (Endorsement Required) � Restricted Delivery Fee 0 (Endorsement Required) pTotal Postage&Fees � m Sent To m ---Messiah__Lifeways-------------------------_- ,a --------------------- � Sheet,Apt.No.: 100 Mt. A l l en Dr ive or PO Box No. �` ---------°---------------------°--------------------°°------°--------------°------ c�`�1�1`achZat icsburg, PA 17055 :�� ��. . . . . . . . ■ Complete items 1,2,and 3.Also complete �°�. ' nature _ item 4 if Restricted Delivery is desired. � ���qqent ■ Print your name and address on the reverse ❑Addressee so that we can return the card to you. B. Recei by(Printed Name) te�o Deli ery ■ Attach this card to the back of the mailpiece, l ` or on the front if space permits. 1. Article Addressed to: D. Is delivery address different from jte,` Yes If YES,enter delivery address beloW� ❑No "R>. Messiah Lifeways : ,ti,�_ ,_ 100 Nlt. Allen Drive � - .� Mechancisburg, PA 17055 '�'� . 3. Senrfce Type �Certffied Maflm ❑Prlority Mail Express'" ❑Register9d ❑Retum Receipt for Merohandise ❑Insured Mail ❑Collect on Delivery 4. Restrlcted Deiivery?(Extra Fee) ❑yeS 2. a�ie ° I �� �� � 7013� 3�20 ��0� 1256 9t]5{] (fiansfier rrom serv�ce�abeq ; PS:Eorm 381�,:JuIX 24�3 ; �:'�omestic Return Receipt . � . � � . . m �. � . . . .•. � O �" � ..0 � PO�9e $ 09/11/2014 � Certifled Fee 0 Postmark O Retum Receipt Fee Here p (Endorsement Required) � Restricted Delivery.Fee � (Endorsement Required) �1J � p Total Postage&Fees m nt To '�' PA DPW -_.Attn:_____Karen_H.._Peterson 3freet,Apt:No.;-- o --------------- � or PD Box No. p___Q:__BOX.(7486 f� °------------------°°--= ----------------------------------- C' ,State,ZIP+4 I�arrisbur PA 17105-8486 :�� �,. . . . . . . . , ■ Complete items 1,2,and 3.Also complete A. Signature item 4 if Restricted Delivery is desired. X � ` ❑Agent ■ Print your name and address on the reverse �� ❑Addressee so that we can return the card to you. B. Recetv�� (�Q C.Daje of Delivery ■ Attach this card to the back of the mailpiece, `S P 1 L 2��0 or on the front if space permits. D. Is delivery address differerrt from item 1? ❑Yes 1. Article Addressed to: If YES,enter de�y address below: ❑No PA Dept. of Public Welfare P. 0. Box 8486 - �� Harrisburg, PA 17105-8486 " Attn: ilaren H. Peterson �s. seretceType + 6l Certified Mail� ❑Priority MaN Express'" , �j Registered ❑Retum Receipt for Merchandise �Insured Mail �7 Collect on Delivery 4. Restricted Delivery?(L�irtra Fee) ❑Yes�'� 2. Article t�urn6er' ' '?'� ' � .7 D 13 3 0 2� ����0 0� .12 5 6 9 0 4�3 (Tiensfel frOrh servlce l'abeQ ` ' . P��4�'m.a'3811,dU�Y 20a 3' ; : . : :bomAStfc:Re'turn Receipt �``:' , ., � IN RE: ESTATE OF . IN THE COURT OF COMMON PLEAS . CUMBERLAND COUNTY, PENNSYLVANIA PAULINE M. GUNDRUM . ORPHANS ' COURT DIVISION . NO. 2014-377 NOTICE A Petition for Settlement of Small Estate Pursuant to Section 3102 of Pennsylvania Probate and Fiduciaries Code Annotated, a copy of which is attached hereto, will be filed with the Clerk of the Orphans ' Court of Cumberland County, PA, on September 22 , 2014 . Written objections to the Petition may be filed with the Clerk of the Orphans ' Court within ten days of service of this Notice and the Petition. STEINER, SANDOE & COOPER By: � G'�� Ken eth C . Sandoe, Esquire Attorney for Petitioner ID #25976 36 W. Main Avenue Myerstown, PA 17067 (717) 866-5737