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Home My WebLink About04-01-15 IN RE: : ORPHANS COURT DIVISION ESTATE OF PAUL D. MOTTER, : COURT OF COMMON PLEAS OF � � � : CUMBERLAND COUNT�' 4 t,,.1 rn : PENNSYLVANIA � � =�° � �' LATE OF WEST PENNSBORO : WILL NO. 2015- � � �,�,. �' � � TOWNSHIP : ADMIN. NO. 21-15-,35g ��-M �� +�,? r• � �-,�'�',,, � .. �:> c� `=, c_� �, -�o _r-, -r� ., _, -.�.i � ti -,•y PETITION FOR SETTLEMENT OF A SMALL ESTA�'� �, � � � PURSUANT TO 20 Pa.C.S.A. SECTION 3102 -�-a � �, � �, :�' � -n TO: THE HONORABLE JUDGES OF SAID COURT: The Petition of Georgia G. Motter respectfully represents as follows: 1. Decedent, Paul D. Motter, died on October 10, 2014, a resident of West Pennsboro Township, Cumberland County, Pennsylvania. 2. Petitioner, Georgia G. Motter, is an adult individual whose address is 402 Kerrsville Road, Carlisle, PA, 17015. 3. Petitioner, who is the widow of the Decedent, resided with Decedent at 402 Kerrsville Road, Carlisle, Cumberland County, Pennsylvania, until Decedent's passing. 4. A copy of Decedent's Death Certificate is attached hereto and incorporated herein as Exhibit"A". 5. At the time of Decedent's death, Decedent was seized of various assets held jointly with Petitioner, as husband and wife, which passed to Petitioner by operation of law. 6. Petitioner has now become aware that Decedent held one account in his individual name at the time of his passing, said account being held at Oppenheimer Funds Services, P.O. Box 5270, Denver, Colorado, 80217-5270, to Account No. 00330 3300305514, a copy of a statement with a balance of � �� $9,217.73 at the time of Decedent's passing is attached hereto and incorporated herein by reference as Exhibit "B". 7. Petitioner has also become aware that Quarter Horses belonging to her family are actually owned in the name of the Decedent alone, said horses being identified and valued on the appraisal attached hereto and incorporated herein as Exhibit"C", at a total value of$3,600.00. 8. Subsequent to Decedent's death, Petitioner paid all fees and expenses associated with Decedent's funeral to Ewing Brothers Funeral Home, Inc. as evidenced on the receipt attached hereto and incorporated herein by reference as Exhibit "D", reflecting payment by Petitioner of$9,700.00 for these services. 9. Petitioner secured a grave marker for Decedent's grave, which she paid from her own funds, in the amount of$3,497.00. 10. Petitioner has assumed all costs associated with processing the within Petition, including filing fees and attorney's fees in the approximate amount of $1,000.00. 11. Petitioner is entitled to distribution of a family exemption of$3,500.00, if funds were available to pay such to Petitioner from Decedent's estate. 12. Your Petitioner is not aware of any outstanding financial obligations of any nature existing in Decedent's name alone or for which Decedent was solely obligated, except a statement from Carlisle Regional Medical Center in the amount of $1,081.37 and a statement from Cumberland Goodwill Fire and Rescue EMS, Inc. in the amount of$89.92, which Petitioner has paid from her own funds. 13. As such, Petitioner has paid all known debts of Decedent, all known debts associated with the Decedent's death, and debts or fees associated with the processing of matters related to the Decedent's estate, from her personal assets. 14. Petitioner's fees and costs so paid, exceed the value of the Oppenheimer Funds Services fund of Decedent and the value of the Quarter Horses in Decedent's name, by more than $2,500.00, such that Petitioner will not be able to enjoy the benefit of a family exemption even upon receipt of these limited assets. 15. There are no additional probate assets of which Petitioner is aware which could be included in Decedent's estate. 16. The passing of any non-probate assets has no affect upon Decedent's estate as those assets passed directly to Petitioner as joint owner. 17. As the only assets of Decedent passed by operation of law to his wife, Petitioner herein, and the assets that are the subject of this Petition will pass to Petitioner, there is no Pennsylvania lnheritance Tax due from Decedent's passing. 18. To Petitioner's knowledge, there are no other parties to whom benefits from the Decedent's passing would be due. 19. To Petitioner's knowledge, there are no individuals entitled to receive distribution or payment of any items referenced in Section 3101 of the P.E.F. Code, nor have any individuals received such benefits or assets referenced therein. 20. This estate has assets, exclusive of real estate, totaling less than $50,000.00 and, therefore, may be resolved pursuant to 20 Pa.C.S. Section 3102 through the filing of the within Petition for Settlement of a Small Estate. 2L The children of Decedent have no claim to the assets that are the subject of this Petition as their value is less than the debts assumed by Petitioner as Decedent's widow and Petitioner's family exemption claim. WHEREFORE, Petitioner requests your Honorable Court to issue an Order directed to Oppenheimer Funds Services, P.O. Box 5270, Denver, Colorado, 80217-5270, Ordering the release of the funds held in Decedent's name in Account No. 00330 3300305514 to Petitioner; and Order the American Quarter Horse Association to transfer, upon the signature of Georgia G. Motter, the horses identified and named on Exhibit "C" attached hereto and incorporated herein. Respectfully submitted, r . � fie, Esquire r or Petitioner Supreme Court ID No. 34349 200 North Hanover Street Carlisle, PA 17013 (717) 243-5551 (800) 347-5552 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. DATE:�`21—f.5 ,�� GEORGIA . MOTTER �_, . Annual Statement � .l�anua�y 1,201�-Decemtr�r 3i,2014 ��u��„ Page 1 of 3 Your Fnancial Advisor. � NOUSE ACCOUNT A�( 01 146129 0586�85�9 B**aDGT OPPEn1H�IM�FUNDS DiSIRIBUTOR INC '�I'il��ilt.��lll'1t1'�t1�dd,�1�1'�1�'11�11'�II��t11t11�IJ1� PO BOX 5270 PAUL D MOrrER DENVER,CO 80217-5270 4Q2 KER[�SYILI..E Rb , CARLISLE PA �74i5-9422 , _ . . _ ._ _ _. ._ .�� P��e�� News&Resources Market Value on December 31,2014 $9,217.73 A Bet�er Website � Por�oiio�ummary for Investors :�� We've redesigned the OppenheimerFunds 1 __ N011-Retirement investor site to heip you find the information = and services you need—quickly. �lobal Fund A Whetheryouwantto: Atxount Nuntbee 0{1334 330(?345�1� -Reviewyouraccount Market Value on January 1,2014 �g,p31_34 •Download a form •Explore a new func� + Additions �Q-�� .Plan for rstirement - Withdrawais ��-� •Save for higher education +/- Change in Value �1�•39 •Explore our market insights Market Value on DecembEr 31,2014 �9�2j7•73 It's all right there,easy to find and access Dividends ' �76.18 from the home page. Long-Term Capital Gains �7•� Visit the new oppenheimertunds.com/ investois today_ � � Scanthecodewithyour TaX FORn Update: 1099-DIVs and 1099-Bs wiil be mailed together �=�� =s smartphone,or visit by February 17,2015. 5uppiementai tax tables wili be posted to our ; oppenheimerfunds.com/ . investorsto see howweii the oniine Tax Centertowards the end of January at � sitewiilworkforyou. oppenheimerfunds.com/taxcenter. ***iMPORTAN'f**"`Please retain this 2014 annual account statement for your records. You will generaliy not receive a Form 1099-DlV if you have a retirement account,or if your account eamed less than $10.00 in dividends in 2014. � FoUow us: YOtf Qt1PS�1011S? � � � � � � oppenheimerfunds.com•1.800.CALL.OPP(225.567� �y�MrI�MM.^-^^�MM!�mnnwn..��.4 .Mnnn. n. ..... ._ Exhibit "B" . � Annual Statement � January 1,2014-Decemt�er 31,2014 �PPenhennerfnndsr Page 2 af 3 O opPenheimer#unds.com o 1.800.GALLOPP(225.56TI) IVon-Retirement-Account Details Oppenheimer Gtobal�und Class A(oPQax} accou�t fuumber.00330 3300305514 PAUL D MOTTER Wnd Category:Global Equdy Cos#Basis Mettrod:Averaqe Cost iransaction Dotlar Share Number Tota! Date � Transaction Desciiption Amo�mt Price of Shares 5t��1 . 12/08/14 Di4idend Reiinrested at .664510 per Share �/6.18 577.74 0.980 115.620 12108l14 LT Cap Gain Reimrested at 3.82045d per Share S437.98 �u77.74 5.634 121•254 77131l14 En�in�Yalue 59�217.73 576A2 ��1� Sales Charge Information Depending on the class of shares you own,you may pay a continge�rt deferred sales charge. For the wMingertt deferred sales chatge and other fees,see the prospectus. � � e art s lve sto c 2 Alleman Lane Shippensburg, PA 17257 Estimated value of AQHA horses 1. San Socks Hickory 10 year old Mare $800.00 2. Jazzs Cookie Cutter 7 year old Mare $800.00 3. Adams Annie Jo 12 year old Mare $500.00 4. Docs Ms Hotrodder 12 year old Mare $500.00 5. Docs Best Wrangler 2 year old Gelding $400.00 6. Billys Cuttin Haid Yearling Colt $300.00 7. Twist N Haid Yearling.Colt $300.00 �. .- �� f � � D �� E�hibit "C" _ _...;r.. . � Ewing Br-others Funeral Home, Inc. 630 South Hanover Street Carlisle,PA 17013 (717)243-24Z1 October 16,2014 Georgia Motter 402 Kensville Road ' Carlisle,PA 17015 - The Funeral Sen�ice for Paul Motter . : ll'z�incerel�-appreciate the confidence�-ou ha��e placed in w and tii-itI continue to assist you in every way we can. Please feel free to contact us ifyou have any questions in regard to this statement. THE FOLLOR'I�G IS A2�ITEMIZED STATEMENT OF THE SERVICES,FACILITIES,AUTOA40TI�'E EQUIP�fE�IT, .��.�iiERCHA.�tDISE TH.AT YOU SELECTED WHEN MAKMG THE FUNERAL ARRANGEMENTS. Professional Services Basic Services of PA L.F.D. 1,200.00 Bathing and Embalming 975.00 Other Preparation of Deceased 325.00 Basic Use of Facility 265.00 Documentation Prep/Recording 385.00 FD/StaffSupervision ViewNisidService 375.00 Facility/Equip ViewNisidService 375.00 FD/Staff Supervision ViewNisidService 125.00 Facility/Equip Vie�r•/Visit/Service 250.00 FD:-St2#�'fa:L�i�r:��nt S:�ice 250.00 Total Professional Services ----------------�;��i�D---- Equipment Transfer Deceased to Funeral Home 295.00 Hearse Usage 275.00 Safety/Lead Vehicle 150.00 Utility Vehicle 1�0.00 Family Vehicle 1�0.00 Tofal Equipment -----------------�,�i�.��l --- �Ierchandise . Casket �.�00_00 Outer Container 1.?9�.00 Resister Book ?9.�0 Memorial Folders 60.00 Thank You Notes - - --- - 1?�D Tofal?�ierchandise Selected +� � ��a .�T THE TL\�E FL1�R-�,aRR�\G��Z�R��L��_rs i��:�\CED CERT.�PA�'�1E\TTS TO - O�?�.��S?\�CC�?:�f��'.�{3ti_ u��=LOn�G I5=..��CCOL�-I'I�iG FOR THc�SE CHARGES. Cash�d�•ances _ � The Sentinel Obituary .---- '77-i� Death Certificates =-�'� Flowers I�9.00 Totai Cash�dvsnces 66��---- :,; r�-�,� nnn E�ibit "D" SUB-TOTAL 9,9�0.35 INITIAL PAYMENT/DISCOiTNT/CREDITS 150.00 TOTAL AMOUNT DUE 9,80 The unpaid balance over 30 days is subjected to a 1 %service charge per month-12°/a per annum. Page / . � l.� �" . � � � �� o � .� �(3 . � � � �--�°�� `�% � � �