HomeMy WebLinkAbout02-26-15 IN RE: ESTATE OF WILLIAM G. LEHMAN : ORPHANS' COURT DIVISION
: COURT OF COMMON PLEAS
LATE OF TOWNSHIP OF UPPER FRANKFORD : OF CUMBERLAND COUNTY
: PENNSYLVANIA
�.,� : WILL NO. 2013-00373
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. � °PETITION FOR SETTLEMENT OF A SMALL ESTATE
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"' •`�� T(`�' THE H(��10RABLE JUDGES OF SAID COURT:
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The Petition of Tibet M. Lehman respectfully represents that:
1. William G. Lehman died on March 20, 2013, a resident of the Township of Upper
Frankford, Cumberland County, Pennsylvania.
2. Petitioner, Tibet M. Lehman, whose address is 14 McFarland Street, Newville,
Pennsylvania, 17241, is the Executrix of Decedent's Estate.
3. A Certificate of Grant of Letters Testamentary was issued to Petitioner by the
Register of Wills of Cumberland County Pennsylvania, on April 2, 2013.
4. Decedent died leaving a Last Will and Testament dated August 30, 2012.
5. Decedent's Last Will and Testament provides that Decedent's daughter, the
Executrix of the estate and Petitioner herein, Tibet M. Lehman, is the sole
beneficiary of the residuary estate.
6. At the time of Decedent's death, the only probate assets of which he was seized
was:
(A) Orrstown Bank Checking Account No. XXXXX0544 $1,789.89
(B) 1996 Buick Sedan 1,535.00
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(C) 1988 Chevrolet Coupe 2.300.00
TOTAL $5,624.89
7. In addition to the probate assets of which Decedent was seized at the time of his
death, the estate has received the following additional assets:
(A) Avalon Insurance Premium Refund $ 63.80
(B) Capital Blue Cross Premium Refund 511.38
TOTAL $ 575.18
8. Petitioner has paid from these assets the following debts associated with
administration of the estate:
(A) Egger Funeral Home $3,448.00
(B) Osiris Holding of PA, Inc. (Memorial Stone) 499.00
(C) Attorney's fees to Griffie and Associates 2,000.00
(D) Probate Fees 158.50
(E) Cumberland Law Journal (Advertising) $ 75.00
(F) The Sentinel (Advertising) $ 168.30
TOTAL $6,598.80
9. As such, Petitioner has paid all known debts associated with the administration of
the estate from the limited assets in the estate and from her separate funds.
10. There are no additional assets of Decedent nor the Decedent's estate from which
any additional distributions can be made.
11. After payment of the referenced administrative expenses, the limited assets of the
estate are exhausted in their entirety.
12. Petitioner has not taken a commission for her services as Executrix.
13. Petitioner is aware of the following additional claimants for which there are no
funds available to apply payment:
(A) Capital One Credit Card $3,723.65
Account No. XXXX-XXXX-XXXX-3490
(B) Capital One Credit Card 776.53
Account No. XXXX-XXXX-XXXX-5719
(C) Carlisle Physician's Services 104.11
TOTAL $4,604.29
14. A Pennsylvania lnheritance Tax Return was filed and approved as per the
attached Notice of Inheritance Tax Appraisement, Allowance or Disallowance of
Deductions and Assessment of Tax, which is attached hereto and incorporated
herein by reference as Exhibit"A".
15. Petitioner has advertised the estate as required by law.
16. There are no third parties to whom notice of the filing of this Petition is required
other than the three creditors in paragraph 13 above.
17. The three creditors named in paragraph 13, above, have been made aware of the
insolvency of this estate and have not filed formal claims of record to the estate.
18. Notice of the intention to file the within Petition was sent to the three named
creditors, along with a copy of this Petition,by first class mail, postage prepaid, to
the following addresses on February 26, 2015:
(A) Capital One Bank,N.A.
PO Box 71083
Charlotte, NC 28272-1083
� (B) �Capital One Bank, N.A.
PO Box 71083
Charlotte,NC 28272-1083
(C) Carlisle Physician Services
PO Box 11407 Dept 2124
Birmingham, AL 35246-2124
WHEREFORE, Petitioner requests your Honorable Court to approve settlement
of this estate with payment of debts associated with administration of the estate as noted
in paragraph 8 above, and with confirmation that there are no funds available for
distribution to the claimants named in paragraph 13 above.
Respectfully submitted,
B� . Gri fie, Esquire
orney for Petitioner
Attorney ID#34349
GRIFFIE & ASSOCIATES, P.C.
200 North Hanover Street
Carlisle, PA 17013
(717)243-5551
VERIFICATION
I verify that the statements made in the foregoing document are true and correct. I
understand that false statements herein are made subject to the penalties of 18 Pa.C.S.
Section 4904, relating to unsworn falsification to authorities.
�ATE: � � l ��" �
TIBET M. LEHMAN
IN RE: ESTATE OF WILLIAM G. LEHMAN : ORPHANS' COURT DIVISION
: COURT OF COMMON PLEAS
LATE OF TOWNSHIP OF UPPER FRANKFORD : OF CUMBERLAND COUNTY
: PENNSYLVANIA
: WILL NO. 2013-00373
: ADMIN. NO. 21-13-0373
CERTIFICATE OF SERVICE
I, Bradley L. Griffie, Esquire hereby certify that I did, the 26t" day of February,
2015, cause a copy of the within Petition for Settlement of a Small Estate Pursuant to 20
Pa.C.S.A. Section 3102 to be served upon the claimants by first class mail, postage
prepaid, at the following addresses:
Capital One Bank,N.A.
PO Box 71083
Charlotte,NC 28272-1083
Capital One Bank,N.A.
PO Box 71083
Charlotte,NC 28272-1083
Carlisle Physician Services
PO Box 11407 Dept 2124
Birmingham, AL 35246-2124
DATE: � �
r . Gr' e, Esquire
rney Petitioner