HomeMy WebLinkAbout02-22-06
IN THE COURT OF COMMON PLEAS
CUMBERLAND COUNTY, PENNSYL VANIA
IN RE: FEES AND COSTS FOR
REGISTER OF WILLS AND
CLERKOFORPHANS'COURT
21-06-0133 Orphans' Court
ORDER OF COURT
MODIFYING FEES FOR
REGISTER OF WILLS AND CLERK OF ORPHANS' COURT
AND NOW, this~ day of
~
2006, upon motion of Kirk
"
S. Sohonage, Esquire, Solicitor for the Register of Wills and Clerk of Orphans' Court of
Cumberland County, and upon consideration of the within Petition and pursuant to the
authority provided under 42 Pa.C.S.A. S21022.1, it is ordered and directed that the fees
for the Register of Wills of Cumberland County shall be as follows:
AUTOMA TION FEE - All first time filings with either the Register of Wills or
the Clerk of Orphans' Court will be surcharged an automation fee. The ,':
automation fee shall be deposited into a special Register of Wills/Clerk of
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Orphans' Court automation fund. Moneys in the special fund shall be used solely;::::;
for the purpose of automation and continued automation update of the office:
Automation Fee:
JCP Fee
$ 5.00
$ 10.00
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-t'
LETTERS TESTAMENTARY, LETTERS OF ADMINISTRATION AND LETTERS
OF ADMINISTRATION C.T.A.-
Fee for Letters will be based upon the gross estimated value ofthe Estate.
FOR TOTAL ASSETS:
Not exceeding $2000
$2,000 to $5,000
$5,001 to $10,000
$10,001 to $25,000
$25,001 to $50,000
$50,001 to $75,000
$75,001 to $100,000
$20.00
$30.00
$45.00
$60.00
$90.00
$135.00
$210.00
FOR EACH ADDITIONAL $100,000 OR FRACTION THEREOF
An Additional
$50.00
PROBATE WITHOUT ISSUANCE OF LETTERS $20.00
Where the gross value of an estate has been underestimated on the Petition for
Letters, Probate fees will be adjusted and an invoice will be rendered for the
balance.
Additional probate fees will be due and payable within thirty (30) days from the
date of the invoice. Any balances more than thirty (30) days in arrears will be
charged interest at the rate of 1 % per month. All fees must be paid in full before
any estate settlement will be accepted for filing.
Where the gross value of an estate has been overestimated and probate fees
are overpaid, excess monies will not be refunded and the money will be
forwarded to the county.
When filing fees have been overpaid in an amount not exceeding ten (10)
dollars, such overpayment will not be refunded and the money will be
forwarded to the county.
2
Decisions involving overpayments of probate fees and other fees and the
reimbursement of same are at the total discretion of the Register when
situations arise outside those covered above.
ALL OTHER LETTERS OF ADMINISTRATION: D.B.N.. D.B.N.C.T.A..
PENDENTE LITE. DURANTE ABSENTIA. OR DURANTE MINORIT ATE
D.B.N., D.B.N.C.T.A., Pendente Lite,
Durante Absentia or Durante Minoritate
MISCELLANEOUS ITEMS
Affidavit or Oath
Appeal from the Register
Bonds
Caveat
Certified copies of Instruments
Certified Copies of Instruments, with
Certificates attached
Certified docket entries
Citation
Claim against the estate
Codicil
Commissions to take Oath or Testimony
Election to take under or against the will
Exemplified Copies of Instruments
Exemplified Copies of Letters, filing
and recording
Exemplification of Letters, issuing
Inheritance Tax Return
Inventory or Affidavit in lieu of Inventory
Petitions
Photocopies, per page
Powers of Attorney, filing and indexing
Research, per record
Renunciation
Short Certificate
Subpoena
Tax Certificate, issuing
Will
3
$20.00
$ 3.00
$25.00
$15.00
$20.00
$ 5.00
$15.00
$10.00
$20.00
$10.00
$15.00
$20.00
$20.00
$15.00
$20.00
$40.00
$15.00
$15.00
$15.00
$ .50
$20.00
$ 4.00
$ 5.00
$ 4.00
$ 5.00
$10.00
$15.00
*Fees for similar services not herein specifically scheduled shall be charged
on the same basis as those scheduled.
IT IS FURTHER ORDERED AND DIRECTED, pursuant to the authority
provided under 42 Pa.C.S.A., 921032.1, that the fees charged in the Clerk of Orphans'
Court of Cumberland County shall be as follows:
ACCOUNTS - For the filing, advertising and adjudication of accounts of
executors, administrators, guardians, tmstees and personal representatives
including transmission of the same to Orphans' Court and confirmation:
FOR ACCOUNTS NOT OVER $100,000
First Page:
Additional Pages:
Advertising:
Receipt and Release
Objections
$ 50.00
$ No Charge
$ 80.00
$ 5.00
$ 5.00
FOR EACH ADDITIONAL $100,000 or FRACTION THEREOF
An Additional:
$ 50.00
The gross value shall equal the taxable estate assets plus income generated
by the estate. If there is a testamentary trust, then the gross value shall be
only the income generated by the trust.
ADJUDICATIONS: (Omitting opinion and discussion):
Recording, with certificate and filing
Distribution Schedule
$ 15.00
$ 15.00
ADOPTION PROCEEDINGS:
Petition for Adoption
Each Additional Adoptee Named
4
$ 60.00
$ 15.00
Report of Intention to Adopt
Report of Intermediary
Petition for Termination of Rights
or Relinquishment (Vol. or Invo1.)
Petition to Confirm Consent to Adopt
Act 34 Fund
Home Study Fee
GUARDIANSHIP
Annual Report of Guardian
Bond, filing and approval
Guardian Certificate
Guardian Inventory
Petition for Appointment, filing
Petition for Discharge, filing
Petition for Successor Guardian, filing
MARRIAGE LICENSE
Certified Marriage Certificate
Certified Marriage Certificate
for Military
limited to two per request
Custodial Parental Consent
Judicial Waiver of Waiting Period
Marriage License
Military Waiver
REAL ESTATE SALE OR MORTGAGE
Partition proceedings and one purpart
All proceedings, one purpart
Under Price Act, one purpart
Additional purparts
FAMILY EXEMPTION
Claim, appraisement, proof of publication
and confirmation, personal estate
Claim, appraisement, proof of publication
and real estate (one purpart)
Additional purpart
Filing appraisement, proof of publication
and confirmation (no administration)
personal estate
Real estate ( one purpart)
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I
$ 15.00
$ 15.00
$ 15.00
$ 15.00
$ 75.00
$320.00
$15.00
$15.00
$ 5.00
$15.00
$15.00
$15.00
$15.00
$ 5.00
NO FEE
$20.00
$20.00
$40.00
NO FEE
$40.00
$20.00
$20.00
$ 5.00
$15.00
$15.00
$ 5.00
$15.00
$15.00
MISCELLANEOUS
Appeal to Appellate Court, certificate
of record and bond
Certified copies of instruments
Certified docket entries
Citation
Commissions on money paid into, held or
controlled by the court (including CDs,
Bonds and Escrow Accounts)
Commitment
Decree awarding real estate
Decree, issuing
Disclaimer
Exemplification of record, issuing
Family settlement agreement
Motion
Petition and writ of attachment
Petitions
Photocopies, per page
Release
Research, per record
Satisfaction of award
Satisfaction of claim
$75.00
$ 5.00
$10.00
$20.00
5% per year
$ 3.00
$10.00
$ 5.00
$ 5.00
$40.00
$20.00
$15.00
$20.00
$15.00
$ .50
$ 5.00
$ 4.00
$ 5.00
$10.00
The Register of Wills (Clerk of Orphans' Court) requests that each motion/petition
filed seek only one type of relief and reference only one docket number.
If a party files a single motion/petition seeking multiple forms of relief, then that
party shall be charged as if it had filed a separate motion/petition for each requested
matter of relief.
If a party files a single motion/petition referencing multiple docket numbers, then
that party shall be charged as if it had filed a separate motion/petition for each
docket number referenced.
*Fees for similar services not herein specifically scheduled shall be
charged on the same basis as those scheduled.
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IT IS HEREBY ORDERED AND DECREED that the fees herein provided for
shall take effect~ , ' 2006.
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r '.:.
, '.
IN THE COURT OF COMMON PLEAS
CUMBERLAND COUNTY, PENNSYL VANIA
INRE:
FEES and COSTS for
REGISTER of WILLS and
CLERKOFORPHANS'COURT
t.<~
rOc:';'"~
: 21-06-01330rphans'::qourt -':
,-........,
PETITION TO MODIFY FEES FOR
REGISTER OF WILLS AND CLERK OF ORPHANS' COURT
, "1
Cf)
AND NOW, comes Glenda Farner Strasbaugh, Register of Wills and Clerk of the
Orphans' Court of Cumberland County, by Kirk S. Sohonage, Esquire, her Solicitor, and
represents as follows:
1. That the current fees for the Cumberland County Register of Wills and Clerk
of Orphans' Court became effective January 1,2005.
2. For certain economic considerations as well as efficiency of the office, it is
reasonable that the fees for services performed by the Register of Wills and the Clerk of
Orphans' Court should be modified.
3. The Petitioner proposes the fees to be charged in her capacity as Register
of Wills should be as follows:
LETTERS OF ADMINISTRATION OR TEST AMENT ARY LETTERS
For total estate assets:
Not exceeding $2000
$2,000 to $5,000
$5,001 to $10,000
$10,001 to $25,000
$25,001 to $50,000
$50,001 to $75,000
$75,001 to $100,000
$20.00
$30.00
$45.00
$60.00
$90.00
$135.00
$210.00
-"-1
~
For each additional $100,000 or fraction thereof:
An Additional
Probate without issuance of letters
$50.00
$20.00
Where the gross value of an estate has been underestimated on the Petition
for Letters, Probate fees will be adjusted and an invoice will be rendered
for the balance.
Additional probate fees will be due and payable within thirty (30) days
from the date ofthe invoice. Any balances more than thirty (30) days in
arrears will be charged interest at the rate of 1 % per month.
All fees must be paid in full before any estate settlement will be accepted
for filing.
Where the gross value of an estate has been overpaid, such overpayment will
not be refunded and the money will be forwarded to the county.
When filing fees have been overpaid in an amount not exceeding ten (10)
dollars, such overpayment will not be refunded and the money will be
forwarded to the county.
OTHER LETTERS OF ADMINISTRATION:
MISCELLANEOUS ITEMS
Affidavit or Oath
Appeal from the Register
Bonds
Caveat
Certified copies of Instruments
Certified Copies of Instruments, with
Certificates attached
Certified docket entries
Citation
Claim against the estate
Codicil
Commissions to take Oath or Testimony
Election to take under or against the will
Exemplified Copies of Instruments
Exemplified Copies of Letters, filing
and recording
Exemplification of Letters, issuing
Inheritance Tax Return
2
$20.00
$ 3.00
$25.00
$15.00
$20.00
$ 5.00
$15.00
$10.00
$20.00
$10.00
$15.00
$20.00
$20.00
$15.00
$20.00
$40.00
$15.00
Inventory or Affidavit in lieu of Inventory
Petitions
Photocopies, per page
Powers of Attorney, filing and indexing
Research, per record
Renunciation
Short Certificate
Subpoena
Tax Certificate, issuing
Will
$15.00
$15.00
$ .50
$20.00
$ 4.00
$ 5.00
$ 4.00
$ 5.00
$10.00
$15.00
*Fees for similar services not herein specifically scheduled shall be
on the same basis as those scheduled.
charged
4. The Petitioner proposes the fees to be charged in her capacity as the Clerk
of the Orphans' Court should be as follows:
ACCOUNTS - For the filing, advertising and adjudication of accounts of
executors, administrators, guardians, trustees and personal representatives
including transmission of the same to Orphans' Court and confirmation:
FOR ACCOUNTS NOT OVER $100,000
First Page:
Additional Pages:
Advertising:
Receipt and Release
Objections
$ 50.00
$ No Charge
$ 80.00
$ 5.00
$ 5.00
FOR EACH ADDITIONAL $100,000 or FRACTION THEREOF
An Additional:
$ 50.00
The gross value shall equal the taxable estate assets plus income generated by
the estate. If there is a testamentary trust, then the gross value shall be only the
income generated by the trust.
ADJUDICATIONS: (Omitting opinion and discussion):
Recording, with certificate and filing
Distribution Schedule
3
$ 15.00
$ 15.00
ADOPTION PROCEEDINGS:
Petition for Adoption
Each Additional Adoptee Named
Report of Intention to Adopt
Report of Intermediary
Petition for Termination of Rights
or Relinquishment (Vol. or Invo1.)
Petition to Confirm Consent to Adopt
Act 34 Fund
Home Study Fee
GUARDIANSHIP
Annual Report of Guardian
Bond, filing and approval
Guardian Certificate
Guardian Inventory
Petition for Appointment, filing
Petition for Discharge, filing
Petition for Successor Guardian, filing
MARRIAGE LICENSE
Certified Marriage Certificate
Certified Marriage Certificate
for Military
Custodial Parental Consent
Judicial Waiver of Waiting Period
Marriage License
Military Waiver
REAL ESTATE SALE OR MORTGAGE
Partition proceedings and one purpart
All proceedings, one purpart
Under Price Act, one purpart
Additional purparts
FAMILY EXEMPTION
Claim, appraisement, proof of publication
and confirmation, personal estate
Claim, appraisement, proof of publication
and real estate (one purpart)
Additional purpart
Filing appraisement, proof of publication
and confirmation (no administration)
4
$ 60.00
$ 15.00
$ 15.00
$ 15.00
$ 15.00
$ 15.00
$ 75.00
$320.00
$15.00
$15.00
$ 5.00
$15.00
$15.00
$15.00
$15.00
$ 5.00
NO FEE
$20.00
$20.00
$40.00
NO FEE
$40.00
$20.00
$20.00
$ 5.00
$15.00
$15.00
$ 5.00
personal estate
Real estate (one purpart)
MISCELLANEOUS
Appeal to Appellate Court, certificate
of record and bond
Certified copies of instruments
Certified docket entries
Citation
Commissions on monies paid into, held or
controlled by the court (including CDs,
Bonds and Escrow Accounts)
Commitment
Decree awarding real estate
Decree, issuing
Disclaimer
Exemplification of record, issuing
Family settlement agreement
Motion
Petition and writ of attachment
Petitions
Photocopies, per page
Release
Research, per record
Satisfaction of award
Satisfaction of claim
$15.00
$15.00
$ 7 5.00
$ 5.00
$10.00
$20.00
5% per year
$ 3.00
$10.00
$ 5.00
$ 5.00
$40.00
$20.00
$15.00
$20.00
$15.00
$ .50
$ 5.00
$ 4.00
$ 5.00
$10.00
The Register of Wills (Clerk of Orphans' Court) requests that each motion/petition
filed seek only one type of relief and reference only one docket number.
If a party files a single motion/petition seeking multiple forms of relief, then that
party shall be charged as if it had filed a separate motion/petition for each requested
matter of relief.
If a party files a single motion/petition referencing multiple docket numbers, then
that party shall be charged as if it had filed a separate motion/petition for each
docket number referenced.
*Fees for similar services not herein specifically scheduled shall be
charged on the same basis as those scheduled.
5. The Petitioner avers this Court has the authority to modify the fees of the
Register of Wills office pursuant to Title 42 Pa.C.S.A, 921022.1.
6. The Petitioner avers this Court has the authority to modify the fees of the
5
.
. .
Clerk of Orphans' Court pursuant to Title 42 Pa.C.S.A., ~21032.1.
WHEREFORE, your Petitioner, Glenda Farner Strasbaugh, Cumberland County
Register of Will and Clerk of Orphans' Court, respectfully requests that this Court
establish the fees to be charged by her office as herein provided.
Kir S. ohonage
Solicitor, Register of Wills
and Clerk of Orphans' Court
6