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
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of the decedent are as follows : � ;-�
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Michael D. Gundrum - Son rn � c� � "--' ; .;
25 Long Lane Dr. , Hummelstown, PA 17036 r� �;: r�r� ' �, k E
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Lynn D. Gundrum - �` � .`i
s
47 St . Andrews Way, Etters, PA 17319 :;
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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 .
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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 . ��
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25 Lor� Lane Drive
Hummelstown, PA 17036
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1. Article Addressed to: If YES,enter delivery address below: ❑No
Lynn D. Gundrum
47 St. Andrews Way
' Etters, PA 17319
3. Service Type
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or PO Box No.
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3. Senrfce Type
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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
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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