HomeMy WebLinkAbout03-24-15 DECEDENT'S ESTATE
COURT OF COMMON PLEAS OF
CUMBERLAND — COUNTY,PENNSYLVANIA
ORPHANS' COURT DIVISION
M
rn c->
ESTATE OF JEANNE M. BENSON a/k/a MARIOb
DECEASE'D?
r-1 Vn.
No. 21 14-0061
cn
C)
PETITION FOR ADJUDICATION -n
STATEMENT OF PROPOSED DISTRIBUTION
PURSUANT TO Pa. O.C. Rule 6.9
This form may be used in all cases involving the Audit of the Account of a Decedent's Estate. If
space is insufficient, riders may be attached Attach the spouse's election, if any the papers
required under items 8-19 inclusive; and any instrument pertinent to the adjudication.
INCL UDE A TTA CHMENTS AT THE BACK OF THIS FO".
Name of Counsel: Stephen J. Hogg, Esquire
Supreme Court I.D.No.: 36812
Name of Law Firm: Law Offices of Stephen J. Hogg
Address: 19 S. Hanover Street, Ste. 101 Carlisle,PA 17013
Telephone: (717)245-2698
Fax: (717)245-0$29
Form OC-01 rev. 10.13.06 Page I of 10
Estate of JEANNE M. BENSON a/k/a MARION J. BENSON Deceased
I Name(s)and address(es)of Petitioner(s):
Name: Dawn B.Sharp
Address: 47457 Middle Bluff Place
Sterling,VA 20165
Identify any executors or administrators who have not joined in the Petition for
Adjudication and Statement of Proposed Distribution and state reason:
Is this the first accounting by this fiduciary? . . . . . . . . . . . . . . . . . . . . . 0 Yes [3 No
If not, identify prior accountings,the accounting periods covered, and the date of
adjudication of the prior accounting.
2. Decedent died on July 19, 2013
rl Letters Testamentary or ®Letters of Administration were granted to Petitioner(s)on
February 25. 2014
Date of Will (ifapplicable):
Date(s)of Codicil(s) (ifapplicable):
Date of probate (if different froth date Letters granted):
Was a bond required?OYes [3No If yes, state amount:,.400,000.00
Are proofs of advertising of the grant of Letters attached? . . . . . . . . . 0 Yes 0 No
Dates of advertising of the grant of Letters: Law Journal 3/14/14, 3/21/14, 3/28/14
The Sentinel 3/7/14, 3/14/14, 3/21/14
Form OC-01 rev.10.13.06 Page 2 of 10
Estate of JEANNE M. BENSON a/k/a MARION J. BENSON Deceased
3. Was decedent survived by a spouse? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . n— Yes 0 No
If yes,name of the surviving spouse:
4. Has the surviving spouse filed to take an elective share? . . . . . . . . . . . . . M Yes No
(See Section 2201 et sLea. of the Probate, Estates and Fiduciaries Code)
If yes, date of election:
5. In the case of an intestacy, state the names of the decedent's surviving children or
surviving issue of deceased children (if none, so state):
6. Did decedent marry after execution of Will or Codicil(s)? . . . . . . . . . . . 0 Yes ✓ No
Were any children born to decedent after execution of
Will or Codicil(s)? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Yes No
If yes, give names and dates of birth:
Name.- Date of Birth:
7. If required by the Medical Assistance Estate Recovery Act,
62 P.S. § 1412,was a request for a statement of claim sent to
the Department of Public Welfare? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Yes n No
Form OC-01 rev,10.13.06 Page 3 of 10
Estate of JEANNE M. BENSON aWa MARION J. BENSON Deceased
8. Written notice of the Audit as required by Pa. O.C. Rules 6.3, 6.7 and 6.8 has been or will be
given to all parties in interest listed in item 9 below,all unpaid creditors and all claimants
listed in item 10 below. In addition, notice of any questions requiring Adjudication as
discussed in item 14 below has been or will be given to all persons affected thereby.
A. If Notice has been given, attach a copy of the Notice as well as a list of the names
and addresses of the parties receiving such Notice.
B. If Notice is yet to be given, a copy of the Notice as well as a list of the names and
addresses of the parties receiving such Notice shall'be submitted at the Audit
together with a statement executed by a Petitioner or counsel certifying that such
notice has been given.
C. If any person entitled to Notice is not suijuris(e.g., minors or incapacitated
persons),Notice of the Audit has been or wi H be given to the appropriate
representative on such party's behalf as required by Pa. O.C. Rule 5.2.
D. If any charitable interest is involved,Notice of the Audit has been or will also be
given to the Attorney General as required under Pa. O.C.Rule 5.5. In addition,the
Attorney General's clearance certificate (or proof of service of Notice and a copy
of such Notice)must be submitted herewith or at the Audit.
9. List all parties(charitable and non-charitable)of whom Petitioner(s) has/have notice or
knowledge, having or claiming any interest in the estate as beneficiaries under the Will or
Codicil(s) or as intestate heirs if there is a complete or partial intestacy:
A. State each party's relationship to the decedent and the nature of each party's
interest(s):
Name and Address of Each Party,in Interest Relationship and Comments,ifany Interest
Dawn B. Sharp daughter 50%
Julie A. Benson daughter 50%
Form OC-01 rev.10.13.06 Page 4 of 10
Estate of JEANNE M. BENSON a/k/a MARION J. BENSON , Deceased
Nance and Address of Each Parry in Interest Relationship and Comments,if arty Interest
B. Identify each party who is not sui.juris(e.g.,minors or incapacitated persons).
For each such party, give date of birth,the name of each Guardian and how each
Guardian was appointed. If no Guardian has been appointed, identify the next of
kin of such party, giving the name, address and relationship of each.
C. State why a Petition for Guardian/Trustee Ad Litem has or has not been filed for
this Audit(see Pa. O.C'. Rule 12.4).
D. If distribution is to be made to the personal representative of a deceased party,
state date of death, date and place of grant of Letters and type of Letters granted.
Form OC-01 rein. 10.13.06 Page 5 of 10
Estate of JEANNE M. BENSON a/k/a.MARION J. BENSON Deceased
10. Other than the claim for the family exemption, list the names of all known claimants and
the amount of their claims and state whether each claire is admitted.
Name and Address of Each Claimant Amount of Claim claim I'Vill Claim
Admitted? Be Paid In
I Full?
®Yes 0 Yes
®No ®No
FAYes OYes
ONo ®No
®Yes 0 Yes
ONo ®No
MYes ®Yes
ONo []No
If the estate is insolvent, attach a schedule setting forth the order of preference under
20 Pa.C.S. § 3392 and the proposed payments.
11. Was family exemption claimed? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . ®Yes G-73No
Was family exemption allowed? . . . . . I. . . . . . . . . . . . . . . . . . . . . . . . . . . OYes MNo
Family exemption claimant's name and relationship:
Name: Relationship:
Form OC-01 rev.10.13.06 Page 6 of 10
Estate of JEANNE M. BENSON a/k/a MARION J. BENSON Deceased
12. The amount of Pennsylvania Transfer Inheritance Tax and additional Pennsylvania Estate
Tax paid,the date(s)of payment(s), and the interest(s) upon which paid, are as follows:
Date Payment Interest
09/15/2014 25,000.00
09/15/2014 8,364.62
13. On the date of death, was the decedent a fiduciary
(personal representative,trustee, guardian, agent under power
of attorney) or surety on the bond of a fiduciary? . . . . . . . . . . . . . . . . . . . 0 Yes 0 No
If yes, provide the name of the estate, indicate whether an account has been filed and
confirmed absolutely and all awards performed, or, in the alternative, how the
decedent's estate will be discharged for the decedent's fiduciary administration of the
estate.
14. A. Describe in detail any questions requiring adjudication and state the position of the
Petitioner(s)as to each question:
B. Has notice of the question requiring adjudication been given
to the parties identified in Paragraph 9 above? . . . . . . . . . . . . . . . . . . 0 Yes FJ-J No
15. If Petitioner(s)has/have knowledge that a share has been assigned, renounced, disclaimed
or attached, provide a copy of the assignment, renunciation, disclaimer or attachment,
together with any relevant supporting documentation.
Form OC-01 rev. 10.13.06 Page 7 of 10
Estate of JEANNE M. BENSON a/k/a MARION J. BENSON Deceased
16. Had the decedent been adjudicated an incapacitated person? . . . . . . . . . . Yes 0 No
If yes, attach a copy of the Order if available; otherwise state the Court,term,number,
date, and name of Hearing Judge.
17. A. List or attach a separate list of additional receipts and disbursements since the closing
date of the Account.
B. Has notice of the additional receipts and disbursements been
given to the parties identified in Paragraph 9 above? . . . . . . . . . . . . . E]Yes No
18. If a reserve is requested, state amount and purpose.
Antowit:
Propose:
If a reserve is requested for counsel fees, has notice of the
amount of fees to be paid from the reserve been given to the
parties in interest? . . . . . . . . .. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . ®Yes- 0No
If so, attach a copy of the notice.
19. Is the Court being asked to direct
the filing of a Schedule of Distribution? . . . . . . . . . . . . . . . . . . . . . . . . . . ®Yes ®No
As to real estate only? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . []Yes ONo
Form 4C-01 rer.10.13.06 Page 8 of 10
}3
6
Estate of JEANNE M. BENSON a/k/a MARION J. BENSON ,Deceased
Wherefore, your Petitioner(s)ask(s) that distribution be awarded to the parties entitled
and suggest(s)that the distributive shares of income and principal (residuary shares being stated
in proportions, not amounts) are as follows:
A. Income:
Proposed Distributee(s) AmountlProporrion
B. Principal:
Proposed Distributees) AmoundProportion
�4
Submitted By:
(All petitioners must sign.
Add additional lines if necessary):
siA'
Name of Petitioner:Dawn B. 1harp
Name of Petitioner:
Form OC-01 rer. 10.13.06 Page 9 of 10
Estate of JEANNE M. BENSON a/k/a MARION J. BENSON ,Deceased
Verification of Petitioner
(Verification must be by at least one petitioner.)
The undersigned hereby verifies x [that helshe she is title Administratrix
of the above-named name ofcorporation Estate and] that the facts set
forth in the foregoing Petition for Adjudication/Statement of Proposed Distribution which are
within the personal knowledge of the Petitioner are true, and as to facts based on the information
of others,the Petitioner, after diligent inquiry, believes them to be true; and that any false
statements herein are made subject to the penalties of 18 Pa. C.S. § 4944 (relating to unsworn
falsification to authorities).
Signature of Petitioner
x Corporate petitioners must complete bracketed information.
Certification of Counsel
The undersigned counsel hereby certifies that the foregoing Petition for Adjudication/
Statement of Proposed Distribution is a true and accurate reproduction of the form Petition
t
authorized by the Supreme Court, and that no changes to the form h ve been made beyond the
responses herein.
Signature of Coun 1 fo .Petitioner
For„r OC-01 rev.10.13.06 Page 10 of 10
PROOF OF PUBLICATION
State of Pennsylvania,County of Cumberland
Patrick Doane,Production Director of The Sentinel, of the County and State aforesaid,
being duly sworn,deposes and says that THE SENTINEL,a newspaper of general
circulation in the Borough of Carlisle,County and State aforesaid,was established
December 13th,1881,since which date THE SENTINEL has been regularly issued in said
County,and that the printed notice or publication attached hereto is exactly the same as
was printed and published in the regular editions and issues of
THE SENTINEL on the following day(s):
March 7,14,21,2014.
COPY OF NOTICE OF PUBLICATION
'T
NQTIC OF.AouimisTf 046N-
Lefters-of Administration oir!the estate of JEANNE'M.9E?iS6N aWa Affiant further deposes that he/she is not
MARION J.BENSON,late ounty,Carlisle,PA,deceased.
Of6umbeziand C.
have been granW to th.etundersion7d, interested in the subject matter of the
.All persons knowing them;etves to be-indebted to said Estate will make aforesaid notice or advertisement,and that
ay,athose having claims-Will present them for
settlement to:
and hall allegations in the foregoing statement as
Dawn S.Sharp,Administrator to time,place and character of publication
47457 Middle BfuffPlace
Sterfing,VA 20US
jStephen.J.Hogg,Esquire
19 South Hanover Street Suite 101
Carlisle,PA 170
Sworn to and subscribed before me this
a4�h do.- Oar& 2,01+
1pflanu A
.0 Nc6ry Public
My commission expires:
COMMONWEALTH OF PENNSYLVANIA
Notarial Seal
Bethany M.Holtry,Notary Public
Carlisle Baro,Cumberland County
rl'.y Commission E<pit-es Sept-26,2015
MEMBER, OF NOTARIES
PROOF OF PUBLICATION OF NOTICE
IN CUMBERLAND LAW JOURNAL
(Under Act No. 587, approved May 16, 1929),P. L.1784
COMMONWEALTH OF PENNSYLVANIA :
: Ss.
COUNTY OF CUMBERLAND
Lisa Marie Coyne,Esquire, Editor of the Cumberland Law Journal, of the County and
State aforesaid,being duly sworn, according to law,deposes and says that the Cumberland Law
Journal, a legal periodical published in the Borough of Carlisle in the County and State aforesaid,
was established January 2, 1952, and designated by the local courts as the official legal
periodical for the publication of all legal notices, and has, since January 2, 1952, been regularly
issued weekly in the said County, and that the printed notice or publication attached hereto is
exactly the same as was printed in the regular editions and issues of the said Cumberland Law
Journal on the following dates,
viz:
March 14,March 21 and March 28, 2014
Affiant further deposes that he is authorized to verify this statement by the Cumberland
Law Journal,a legal periodical of general circulation, and that he is not interested in the subject
matter of the aforesaid notice or advertisement, and that all allegations in the foregoing
statements as to time,place and character of publication are true.
di-sa.Marie Coyne, Editor
SWORN TO AND SUBSCRIBED before me this
28 day of March,2014
Notary
Notary
Benson, Jeanne M. a/k/a Marion
J.Benson,decd.
Late of Carlisle.
Administratrix: Dawn B. Sharp,
47457 Middle Bluff Place, Ster- j,10-Tp.,r-ML SEAL
ling,VA 20165. ()E_5GRA4 A COLLINS
Attorney: Stephen J. Hogg, Es- {�;rj t a,y P ii
quire, 19 S.Hanover Street,Suite F
OWhLISLE R0R0UC_,,4,rU,1,(,BERi.AND COUNTY
101,Carlisle,PA 17013. ExPil-es 1pf*28.?014
• + NOTICE OF INHERITANCE TAX
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE PQnCISy�YCENUE
nia
BUREAU OF INDIVIDUAL TAXES OF DEDUCTIONS AND ASSESSMENT OF TAX REV-1547
X AF REVENUE
INHERITANCE TAX DIVISION �- REY-1547 EX AFP (11-14)
PO BOX 280601
HARRISBURG PA 17128-0601
DATE 02-02-2015
ESTATE OF BENSON JEANNE M
DATE OF DEATH -07-19-2013
FILE NUMBER 21 14-0061
COUNTY CUMBERLAND
HOGG ESQ STEPHEN J ACN 101
STE 101 APPEAL DATE: 04-03-2015
19 S HANOVER ST (See reverse side under Objections)
CARLISLE PA 17013-3326 Amount Remitted!
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
CUT ALONG THIS LINE RETAIN LOWER PORTION FOR YOUR RECORDS f--
-------------------------------------------------------------------------------------------
REY-1547 EX AFP C11-141 NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: BENSON JEANNE MFILE NO. :21 14-0061 ACN: -101 DATE: 02-02-2015
TAX RETURN WAS: C X) ACCEPTED AS FILED C CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) .00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) .00 credit to your account,
0 0 submit the upper portion
3. Closely Held Stock/Partnership Interest (Schedule C) (3) . of this form with your
4. Mortgages/Notes Receivable (Schedule D) (4) .00 tax payment.
5. Cash/Bank Deposits/Mist. Personal Property (Schedule E) (5} 739,646.37
6. Jointly Owned Property (Schedule F) (6) 23,815.15
7. Transfers (Schedule G) (7) .00
8. Total Assets (8) 763,461.52
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Mist. Expenses (Schedule H) (9) 15,604.04
10. Debts/Mortgage Liabilities/Liens CSchedule 1) (10) 6,421 .48
11. Total Deductions (11) 22,025.52
12. Net Value of Tax Return (12) 741,436.00
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax (14) 741,436.00
NOTE: If an assessment was issued previously, Lines 14, 15, 16, 17, 18 and/or 19 will
reflect figures that include the total of all returns assessed to date.
ASSESSMENT OF TAX:
15. Amount of Lina�14 at spousal rate (15) .00 X 00 = .00
16. Amount of Line 14 taxable at lineal rate (16) 741 .436_n0 X 045 = 33,364.62
17. Amount of Line 14 at sibling rate (17) -no X 12 = .00
18. Amount of Line 14 taxable at collateral rate (18) .00 X 15 = .00
19. Principal Tax Due (19)= 33,364.62
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT C+)
AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID C-}
09-15-2014 CDO19668 .00 25,000.00
09-15-2014 CDO19669 .00 8,364.62
09-15-2014 CDO19670 407.64- 407.64
01-26-2015 SBADJUST .00 .01
TOTAL TAX PAYMENT 33,364.62
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
* IF PAID AFTER DATE INDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTED AS A CREDIT (CR), YOU MAY BE DUE
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE FOR INSTRUCTIONS.
a ••
IN THE COURT OF COMMON PLEAS
OF CUMBERLAND COUNTY,
PENNSYLVANIA
ORPHAN'S COURT DIVISION
NO, 21 14-0061
ESTATE OF JEANNE M. BENSON
PROPOSED DISTRIBUTION OF $705,726.06
Dawn B. Sharp - 50% 5352,863,03
Julie A. Benson - 50% $3521863.03
IN THE COURT OF COMMON PLEAS
OF CUMBERLAND COUNTY,
PENNSYLVANIA
ORPHAN'S COURT DIVISION
NO. 21-14-0061
FIRST AND FINAL ACCOUNT OF
DAWN B. SHARP, ADMINISTRATRIX
FOR THE
ESTATE OF JEANNE M. BENSON
LATE OF HAMPDEN TOWNSHIP
Date of Death, July 19, 2013
Letters Administration Granted., February 25, 2014
Advertising Grant of Letters,-
The Sentinel: 03/07/14, 03/14/14, 03/21/14
Cumberland Law Journal: 03/14/14, 03/21/14, 03/28/14
Accounting Filed:
ACCOUNT FINAL AS OF:
71
CD
IN THE COURT OF COMMON PLEAS
OF CUMBERLAND COUNTY,
PENNSYLVANIA
ORPHAN'S COURT DIVISION
NO. 21-14-0061
ESTATE OF JEANNE M. BENSON
Purpose of the Account- Dawn B. Sharp, Administratrix of this
Estate files this Accounting to acquaint interested parties with the
transactions that have occurred during his execution.
The Account also indicates the proposed distribution of the
estate.
It is important for the Account to be carefully examined.
Requests for additional information or questions or objections can rye
discussed with the undersigned Attorney for the Estate.
Stephen J. Hogg, Esquire
19 S. Hanover Street, Suite 101
Carlisle, PA 17013
(717) 245-2698
Attorney for Estate
RECEIPTS OF PRINCIPAL
Capital One Bank Money Market $ 19:207.98
Acct# 8450
KeyBank Money Market Checking $ 75.61
Acct#327150022777
PenFed Credit Union Acct# 2-03-3 S 2,102,09
PenFed Credit Union Acct# 5-01-7 $ 146.45
Fidelity Acct# 2AS745677 S 26.732.21
Morgan Stanley $580,840.78
Morgan Stanley $ 14,220.00
Hartford Annuity S 56,645,68
MetLife S 39,675.57
M&T Bank Checking Acct#9849867487 $ 23,815.15
Dept. of Rev. cash refundl2/7/14 S 382.32
TOTAL GROSS ASSET $763,843.84
DISBURSEMENTS OF PRINCIPAL
DEBTS OF DECEDENT
SSA Direct Deposit Refund 51,372,00
Uhaul Truck Rental $ 401.93
CitiBank S 33,04
Moving Expenses $ 300.00
CitiBank $ 11,50
Diamond Pharmacy $ 126-52
Labor Expenses for Moving S 360.00
All Better Care $ 20,00
PA Dept. of Rev. S 877.00
Out of Pocket Expenses for Hospital Needs $ 140.84
PFCU S 17.80
FIA $ 33,85
United States Treasury $2,727-00
Su btota 1 $6,421.48
ADMINISTRATIVE EXPENSES
Malpezzi Funeral Home $ 31350,00
Flowers for Church S 200.00
Church Reception $ 200.00
Personal Representative's Commission S 5,000.00
Attorney fees S 4,000.00
Probate fees $ 308.50
Additional Probate fee (pd. 11/04/14) $ 300.00
Advertisement: Cumberland Law Journal $ 75.00
Carlisle Sentinel S 190,54
Inheritance Tax Return Filing Fee S 30.00
Final Accounting Filing Fee $ 200.00
Bond Filing Fee $ 15.00
Short Certificates S 15.00
Bond S 2,020,00
Bond $ 2,020.00
Subtotal Admin Expenses $17,924.04
Inheritance Tax Paid $25,000.00
Inheritance Tax Paid $ 8,364.62
Inheritance Tax Paid $ , 40764
Subtotal Tax $33,772.26
TOTAL EXPENSES AND DISBURSEMENTS $58,117.78
TOTAL GROSS ASSETS $763,843.84
LESS EXPENSES AND DISBURSEMENTS $58,117.78
NET ESTATE AMOUNT FOR DISBURSEMENT $705,726.06
VERIFICATION
1, Dawn B. Sharp, do hereby verify that I am the Administratrix herein,
and that the facts set forth in the aforegoing First and Final Accounting are
true to the best of my knowledge, information and belief, upon information
supplied. I understand that false statements herein are subject to the
penalties of 18 Pa. C.S.A. §4904, relating to unsworn falsifications to
authorities.
Date: OIL
Dawn B. Sharp
Sworn to or affirmed and subscribed to before me by witnesses, this
day of_ffic, J 2015,
6C
Benin Uygur
Commonwealth of Virginia
Notary Public
Commission No.7618365
....... my commission Expires 513112016
fi`������`�'.`1 (� V
Notary Public
My Commission Expires:
c�
CONSENT TO DISTRIBUTION
1, the undersigned party in interest in the Estate of Jeanne IVI. Benson,
aver I have received and read a copy of the attached First and Final
Accounting with a proposed final distribution schedule. I understand the
proposed distribution and have no objection thereto.
Date:
Dawn B. Sharp
CONSENT TO DISTRIBUTION
1, the undersigned party in interest in the Estate of Jeanne M. Benson,
aver I have received and read a copy of the attached First and Final
Accounting with a proposed final distribution schedule. I understand the
proposed distribution and have no objection thereto.
Date:
Alie A. Benson
RREGISTER OF WILLSC R ERO
CUMBERLAND COUNTY GRANT OF LETTERS
N 0 M 0PENNSYLVANIA ADMINISTRATION
f�
No. 2014- 00061 PA No. 21- 14- 0061
Estate of: JEANNE M BENSON
(First,Middle,Last)
alk/a: MARION J BENSON
Late Of: HAMPDEN TOWNSHIP
CUMBERLAND COUNTY
Deceased
C) . Social Security No:
WHEREAS, JEANNE M BENSON
(First,Middle,Last)
a/k/a MARION J BENSON
late of HAMPDEN TOWNSHIP CUMBERLAND COUNTY
died on the 19th day of July 2013 and,
WHEREAS, the grant of Letters of Administration
is required for the administration of the estate.
THEREFORE, I, LISA M. GRAYSON, ESQ. , Register of wills in and
for CUMBERLAND County, in the Commonwealth of Pennsylvania, have
this day granted Letters of Administration to:
DAWN B SHARP
who has duly qualified as ADMINISTRATOR (RIX) of the estate
of the above named decedent 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 25th day of February 2014.
a
Regi ter of Wills
MA 'k
De u
**NOTE** ALL NAMES ABOVE APPEAR (FIRST, MIDDLE, LAST)
PROOF OF PUBLICATION
State of Pennsylvania,County of Cumberland
Patrick Doane,production Director of The Sentinel, of the County and State aforesaid,
being duly sworn,deposes and says that THE SENTINEL, a newspaper of general
circulation in the Borough of Carlisle,County and State aforesaid,was established
December 13th,1881, since which date THE SENTINEL has been regularly issued in said
County,and that the printed notice or publication attached hereto is exactly the same as
was printed and published in the regular editions and issues of
THE SENTINEL on the following day(s):
March 7,14,21,2014.
COPY OF NOTICE OF PUBLICATION
I
LettersofAdministration on the Estate of jEANNE
' i M.IkPiSbNalkia Affiant further deposes that he/she is not
r- --MARION-J-BENSOK_Ute,clrcuMbeijand ccunWIsl6PA
.carl-- , , ,
have been grantO to the undersiionfd, deceas� interested in the subject matter of the
All Persofis knowing thernslelves to be indebted to said Estate will rrjake_ aforesaid notice or advertisement,and that
payinent'immediatety,and those havkhgotairnis wilt present them for
settlernent to., all allegations in the foregoing statement as
Dawn B.Sharp,jkdministrator to time,place and character of publication
*7467 Widdle,814f Place
SterfirtgVA26165, are tme
-Stephen.J.Hogg,Esquire
?_19 South Hanov%Street,suite ioi
Carlisle;RA 170IP31
Sworn to and subscribed before me this
Xffi dou 411dal, W+
Raw
U No6ry Public
My commission expires:
COMMONWEALTH OF PENNSYLVANIA
Notarial Seal
Bethany M.Holby,Notary Public
cariisle soro,curnberiand county
My commission Expires sept.26,2015
MEMBER,PENNSYLk%NVt Ac_cr)CrAT1ON
OF NOTARIES
PROOF OF PUBLICATION OF NOTICE
IN CUMBERLAND LAW JOURNAL
(Under Act No. 587,approved May 16, 1929), P. L.1784
COMMONWEALTH OF PENNSYLVANIA :
: ss.
COUNTY OF CUMBERLAND
Lisa Marie Coyne,Esquire, Editor of the Cumberland Law Journal, of the County and
State aforesaid,being duly sworn, according to law, deposes and says that the Cumberland Law
Journal, a legal periodical published in the Borough of Carlisle in the County and State aforesaid,
was established January 2, 1952, and designated by the local courts as the official legal
periodical for the publication of all legal notices, and has, since January 2, 1952, been regularly
issued weekly in the said County, and that the printed notice or publication attached hereto is
exactly the same as was printed in the regular editions and issues of the said Cumberland Law
Journal on the following dates,
viz:
March 14, March 21 and March 28, 2014
Affiant further deposes that he is authorized to verify this statement by the Cumberland
Law Journal,a legal periodical of general circulation,and that he is not interested in the subject
matter of the aforesaid notice or advertisement, and that all allegations in the foregoing
statements as to time,place and character of publication are true.
I Ai-sa Marie Coyne, Editor),
U
SWORN TO AND SUBSCRIBED before me this
28--day of March, 2014
Notary
Benson, Jeanne M. a/k/a Marion
J.Benson,decd.
Late of Carlisle.
Administratrix: Dawn B. Sharp,
47457 Middle Bluff Place, Ster- N 0 T,1'f-,IAL SEALling,VA 20165. OESORAH A C01 UNS
Attorney: Stephen J. Hogg, Es- i,,,otary PLtbl;v
quire, 19 S.Hanover Street,Suite OARLISLE KRouc-,,14.,CUPABERLAND COUNTY
101,Carlisle,PA 17013. rx,rires Apr 28.9-014
NOTICE OF INHERITANCE TAX pennsytvania
BUREAU OF INDIVIDUAL TAXES APPRAISEMENT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION OF DEDUCTIONS AND ASSESSMENT OF TAX 17, REV-15447 EX AFP (11-14)
PO BOX 280601
HARRISBURG PA 17128-0601
DATE 02-02-2015
ESTATE OF BENSON JEANNE M
DATE OF DEATH -07-19-2013
FILE NUMBER 21 14-0061
COUNTY CUMBERLAND
HOGG ESQ STEPHEN J ACN 101
STE 101 APPEAL DATE: 04-03-2015
19 S HANOVER ST (See reverse side under Objections)
CARLISLE PA 17013-3326 Amount Remittedi
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
*CARLISLE PA 17013
CUT ALONG THIS LINE RETAIN LOWER PORTION FOR YOUR RECORDS +-
R-Ei:i-54-7--E-X--AFP--c-ii:i-43-NOTICE-;-F--INHERITANCE--TAX--A-P-P-Ri-Ii-E-M-E;i-,--ALLOWANCE-;R
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: BENSON JEANNE MFILE N0- :21 14-0061 ACN: *101 DATE: 02-02-2015
TAX RETURN WAS: ( X) ACCEPTED AS FILED CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) .00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) .00 credit to your account,
3. Closely Held Stock/Partnership Interest (Schedule C) (3) .00 submit the upper portion
of this form with your
4. Mortgages/Notes Receivable (Schedule D) (4) .00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 739,646.37
6. Jointly Owned Property (Schedule F) (6) 23,815.15
7. Transfers (Schedule G) (7) .00
S. Total Assets 763,461.52
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 15,6 04.04
10. Debts/Mortgage Liabilities/Liens (Schedule 1) (10) 6,4 21.48
11. Total Deductions (11) 22,025.52
12. Not Value of Tax Return (12) 741 ,436.00
13. Charitable/Governmental Requests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax (14) 741,436.00
NOTE: If an assessment was issued previously, Lines 14, 15, 16, 17, 18 and/or 19 will
reflect figures that include the total of all returns assessed to date.
ASSESSMENT OF TAX:
15. Amount of Line 14 at spousal rate (15) .00 X 00 = .00
16. Amount of Line 14 taxable at lineal rate (16) 741 -nQ x 045 = 33,364.62
17. Amount of Line 14 at sibling rate (17) _nO x 12 = .00
18. Amount of Line 14 taxable at collateral rate (is) .00 x 15 = .00
19. Principal Tax Due (19)= 33,364.62
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID C-)
09-15-2014 CDO19668 .00 25,000.00
09-15-2014 CDO19669 .00 8,364.62
09-15-2014 CDC19670 407.64- 407.64
01-26-2015 SBADJUST .00 .01
TOTAL TAX PAYMENT 33,364.62
BALANCE OF TAX DUE .00
INTEREST AND PEN. UO
TOTAL DUE .00
IF PAID AFTER DATE INDICATED, SEE REVERSE- IF TOTAL DUE IS REFLECTED AS A CREDIT (CR), YOU MAY BE DUE
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE FOR INSTRUCTIONS.
4�
IN THE COURT OF COMMON PLEAS
OF CUMBERLAND COUNTY,
PENNSYLVANIA
ORPHAN'S COURT DIVISION
NO, 21 14-0061
ESTATE OF JEANNE M. BENSON
PROPOSED DISTRIBUTION OF $705,726.06
Dawn B. Sharp - 50% S352.863.03
Julie A. Benson - 50% $352,863.03