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HomeMy WebLinkAbout05-19-06 LAW OFFICES OF STEPHEN J. HOGG 19 S. HANOVER STREET SUITE 101 CARLISLE, PA 17013 ;J' IN RE: COURT OF COMMON PLEAS CUMBERLAND COUNTY PENNSYLVANIA ESTATE OF GERALD BAUM ORPHAN'S COURT DIVISION NO: 21 05-0689 PETITION FOR SETTLEMENT OF AN ESTATE UNDER $25.000 UNDER ~3531 OF THE PROBATE. ESTATES AND FIDUCIARIES CODE The Petition of Roy F. Baum, Executor of the above entitled estate, respectfully represents: 1. Decedent is Gerald Baum, who died July 4, 2005 while a resident at 1000 Claremont Road, Carlisle, Cumberland County, Pennsylvania; 2. Petitioner is Roy F. Baum, Executor of the Estate of Gerald Baum, having been appointed Executor by Will dated November 23, 2004, see attached; 3. Decedent died testate with letters testamentary being granted to Roy F. Baum on August 2,2005 by the Deputy Register of Wills of and for Cumberland County, Pennsylvania with the advertisement of the grant of letters being on October 7, 2005; 4. The following persons are entitled to share in the decedent's estate under the Will or Intestate Laws: a. Roy F. Baum, Executor, Will ("; -"~ \) v -" LAW OFFICES OF STEPHEN J. HOGG 19 S. HANOVER STREET SUITE 101 CARLISLE, PA 17013 The above have not received or retained any property of the Decedent by payment of wages under ~31 01 of the Probate, Estates and Fiduciaries Code; 5. The Decedent's estate on his date of death was comprised of the following: M& T Bank Checking Account Refund from Claremont Nursing & Rehabilitation Center TOTAL GROSS ASSETS $6,669.17 $ 849.44 $7,518.61 6. Disbursements made on the decedent's account prior to the filing of this petition include: EXPENSES AND DISBURSEMENTS Gift to friend (per deceased) ADMINISTRATIVE EXPENSES Funeral Expenses Attorney fees to Stephen J. Hogg, Esquire Personal Representative's Commission Probate fees Inventory and Inheritance Tax Return Filing Inheritance Tax Payment Inheritance Tax Credit Advertising: Cumberland County Law Journal The Sentinel $2,000.00 $1,771.00 $ 750.00 $ 750.00 $ 79.00 $ 30.00 $ 56.49 $ ( 1.32) $ 75.00 $ 137.03 LAW OFFICES OF STEPHEN J. HOGG 19 S. HANOVER STREET SUITE 101 CARLISLE, PA 17013 TOTAL EXPENSES AND DISBURSEMENTS $ 5647.20 7. The following are outstanding debts owed by the estate: PA Department of Public Welfare Medical Assistance Claim $ 47,185.38 8. A Pennsylvania Inheritance Tax Return was filed with the Cumberland County Register of Wills on 02/14/06 with said return showing the estate was insolvent with no net value subject to inheritance tax; 9. Ten days written notice of intention to present this petition to the Cumberland County Orphan's Court has been given to every unpaid beneficiary, heir or claimant who has not joined in the petition or consented thereto; and 10. There is no net value to the estate available for distribution and therefore the Petitioner as the Executor should be discharged. Date: 4/ &/0 f, Stephen J. Personal R pr; entative for the Estate of Gerald Baum Roy F. Baum, Executor LAW OFFICES OF STEPHEN J. HOGG 19S.HANOYERSTREET SUITE 101 CARLISLE, PA 17013 IN RE: ESTATE OF GERALD BAUM" .<Y :IN THE COURT OF COMMON PLEAS :OF CUMBERLAND COUNTY, :PENNSYLVANIA ORPHAN'S COURT DIVISION NO. 21 05-0689 NOTICE OF INTENT TO FILE A PETITION FOR SETTLEMENT OF SMALL ESTATE Please be advised that the Executor in the above captioned estate .intends to file the attached petition to settle the above estate which is insolvent and has no net as~ets available for payment in any amount to any creditors. Date: ~ S ephen J. 1 Esquire Personal Representative for Executor for the Estate Of Gerald Baum .-....:~ . --- -..' LAW OFFICES OF STEPHEN J. HOGG 19S.HANOYERSTREET SUITE 101 CARLISLE, PA 17013 -! WILL OF GERALD C. BAUM I, Gerald C. Baum, of Carlisle, Cumberland County, Pennsylvania, declare this to be my last Will and hereby revoke all prior Wills and Codicils. 1. I direct that all my just debts, fun~ral expenses, gravemarker and administrative expenses shall be paid from my residuary e~tate as soon as practicable after my death. 2. I direct that all inheritance estate, transfer, succession , and death taxes of any kind whatsoever which may be payable by reason of my death shall be paid out of my residuary estate. 3. I direct that my entire estate be distributed as follows: A. I leave everything to Roy F. Baum. Should Roy F. Baum predecease me, I leave my estate to Kelly A. Baum. 4. I appoint Roy F. Baum as Executor of this my last Will. If he should predecease me or cease to act in such capacity, I appoint Kelly A. Baum as alternate. 5. The Executor of this Will shall have the power to distribute my estate in kind or in cash, or partly in either. 6. I direct that no Executor acting under this Will shall be required to enter bond in any jurisdiction. IN WIT~WHEREt' I have hereunto set my hand this '2"3 day of C~ ~ ,2004. ,/ "h_an.-ajJf ~ n~(~ Gerald C. Baum LAW OFFICES OF STEPHEN J. HOGG 19 S. HANOVER STREET SUITE 101 CARLISLE, PA 17013 r. The preceding instrument consisting of this and one other page was on the day and date hereof signed, published and declared by Gerald C. Baum, as and for his last Will in the presence of us, who at his request, in his presence and in the presence of each other have subscribed our names as witnesses hereto. /.. t . ..' /.' I ,,' ,," '/ . / ? Al .; '. ~. ,.' t.,... ./ ~fTNESS J /,,--\ . . \ \ ~. ). l-~'-L ~ESS' \\ J ACKNOWLEDGMENT I} State of Pennsylvania 55 County of Cumberland I, Gerald C. Baum, the testator, whose name is signed to the attached or foregoing instrument, having been duly qualified according to law, do hereby acknowledge that I signed and executed the instrument as my last Will; that I signed it willingly and as my free and voluntary act for the purposes therein expressed. . !J...etr~tJC ~ aL-f~ GERALD C. BAUM Sworn to or affirmed and acknowledged befor me by Gerald C. Baum the testator this 2-":3 day of /t/~,;-J -~ , 2004. NOTARIAl SEAL STEPHEN J. HOGG, NOTARY PU8llC CARUSLE BORO, CUMBERLAND CO. Pi\ , MY COMMISSION EXPtRES SEPTEMBER J, 2005 AFFIDAVIT State of Pennsylvania ss County of Cumberland We, j Ii . and :}E'S~\(_/t ~IS(-, . the witnesses whose names are si ned to the attached or foregoing instrument, being duly qualified according to law, do depose and say that we were present and saw the testator sign and execute the instrument as his las~ Will; that the testator signed willingly and executed it as his free and voluntary ~9t for the purposes therein expressed; that each subscribing witness in the hearing and sight of the testator signed the Will as a witness; and that to the best of our knowledge the testator was at that time 18 or more years of age, of sound 1: d and un er nn':.~n: t or undu~ influenc~.,. /;~_ - /! .,~ 'I' ~ f'/'I.. ( //-;. '" /,-___-,.~0.A.1~ ~ ~ ~/ / /:. "l" c-/' this Sworn to or affit:r}'l~ and subs~ribed to before me by witnesses, Z7 day of / t/o'1"-e/ft , 2004. / /~ /~ ,// / v/ tary Public/Attar y NOTARIAL SEAL LAW OFFICES OF STEPHEN J. HOGG, NOTARY PUBLIC "EPHEN J HOGG', CARUSLE BORO, CUMBERLAND CO., PA ' . ;. MY COMMISSION EXPIRES SEPTEMBER 3 2005 . S. HANOVER STREET ':~ ' J ...41 SUITE 101 CARLISLE, PA 17013 INVENTORY , Deceased No. 21 05 0689 Date of Death 7/4/2005 Social Security No. 074-20-5678 Estate of Gerald Baum also known as Personal Representative(s) of the above Estate, deceased, verify that the items appearing in the following inventory include all of the personal assets wherever situate and all of the real estate in the Commonwealth of Pennsylvania of said Decedent, that the valuation placed opposite each item of said inventory represents its fair value as of the date of the Decedent's death, and that Decedent owned no real estate outside the Commonwealth of Pennsylvania except that which appears in a memorandum at the end of this inventory. I/We verify that the statements made in this inventory are true and correct. I/We understand that false statements herein made are subject to the penalties of 18 Pa. C.S. Section 4904 relating to unsworn falsification to authorities. Personal Representative: Name of Attorney: Stephen J.Hoqq, Esquire 1.0. No.: 36812 Roy F. Baum Address: 19 S. Hanover Street, Ste. 101 Carlisle Dated PA 17013 Telephone: 717 245-2698 Description M& T Savings Account# 021000000993841 Value 6,669.17 Refund - Claremont Nursing & Rehabilitation Center 849.44 ("',J i.J ...1 'l :-~: Total 7,518.61 (Attach Additional Sheets if necessary) NOTE: The Memorandum of real estate outside the Commonwealth of Pennsylvania may, at the election of the personal representative. include the value of each item, but such figures should not be extended into the total of the Inventory. RW-4 ~ ~ PROOF OF PUBLICATION State of Pennsylvania, County of Cumberland Tan1IDY Shoen1aker, Classified Advertising Manager, 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 Dece~ber 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) October 07, 14,21,2005 COPY OF NOTICE OF PUBLICATION ." NOTICE OF ADMINISTRATION Letters of Administration on the Estate of GERALD C. BAUM, late of Cumberland County, Carlisle, PA, deceased, have been granted to the undersigned. All persons knowing themselves to be indebted to said Estate will make payment immediately, and those having claims will present them for settlement to: Roy F. Baum 1748 McClures Gap Road Carlisle, PA 17013' Or to: Stephen J. Hogg, Esquire 19 South Hanover Street Suite 101 Carlisle, PA 17013 - Affiant further deposes that hel she is not interested in the subject matter of the aforesaid notice or advertisement, and that all allegations in the foregoing statement as to time, place and character of p~1Jcation are true. vJ ,. L.,"" ~1'11 /I'U1 '7{ 6~ict~ cJ Sworn to and subscribed before me this 26th. day of October, 2005. @}ULJ:!zI4'!1 ,f;. (})oU.)__ Notary Ffublic My commission expiresfl II /0 J COMMONWEALTH OF PENNSYLVANIA Notarial Seal Chnstina L. Wdfe, Notary Public Cartisle 80m, Cumberland County My Commission Expires Sept 1, 2008 Member. Pennsylvania Association Of Notaries -- - I AD NUMBER \ CLASS SALESPERSON BILLING DATE LINES 295288 10 PUBLIC NOTICES wolfc 10/26/05 36 * 2 . . AD DESCRIPTION ST ART DATE STOP DATE . I,) NOTICE OF ADMINISTRATION LETTERS 0 10/07/05 10/21/05 PUBLICA TION INSERTIONS RATE NET AMOUNT GROSS AMOUNT !f 3 THE SENTINEL - LEGAL 3 LGL 130.68 TOTAL AD CHARGE 130.68 3 PROOF OF PUBLICATION 01PRF 6.35 DAYS RUN PURCHASE ORDER Est.G.Baum PAY THIS AMOUNT 137.03 164.44* * AFTER 11/25/05 MESSAGE: Thank you for advertising with The Sentinel. Deadlines for in-column legal advertisements: Monday is Friday at 11 a.m.; Tuesday is' Friday at 4 p.m.; Wednesday is Monday at 12 Noon; Thursday is Tuesday at 12 Noon; Friday is Wednesday at 12 Noon; Sunday is Thursday at 12 Noon. If you have any questions regarding your Legal bill please call Tammy Shoemaker 243-2611, ext 203. Fax your legals to 243-3754, attention Tammy Shoemaker You can also EMAIL yourlegaltoClassifiedads:classified@cumberlink.com Please send a cover letter including your name and address as an attachment DETACH AND RETURN THIS PORTION WITH YOUR PAYMENT THE SENTINEL - LEGAL POBOX 130 CARLISLE PA 17013 Est.G.Baurn . . AD NUMBER CLASSO START DATE STOP DATE 295288 PUBLIC NOTICES 10/07/05 10/21/05 AD DESCRIPTION BILLING DATE TELEPHONE NUMBER NOTICE OF ADMINISTRATION LETTERS 0 10/26/05 717-245-2698 GROSS AMOUNT OF 164.44 DUE AFTER 11/25/05 TOTAL AMOUNT DUE 137.03 ENTER AMOUNT ENCLOSED STEPHEN J. HOGG 19 S. HANOVER ST CARLISLE, PA 1...11111.111.1.111111111.1111. I 17013 20200000002952880000000000000001644400000137037 04-10-2006 BAUM 07-04-2005 21 05-0689 CUMBERLAND 101 APPEAL DATE: 06-09-2006 (See reverse side under Objections) Amount -Remitted) I MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 ~~!_~~9~~_!~}~_~}~~______~___~~!~!~_k9~~~_~9~!!9~_E9~-r9~~_~~~9~~~--~-------------------- REV-1547 EX AFP (03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX GERALD C FILE NO. 21 05-0689 ACN 101 I. " BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION PO BOX 280601 HARRISBURG PA 17128-0601 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE N~TICE O~ INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX STEPHEN J HOGG ESQ STE 101 19 S HANOVER ST CARLISLE DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY ACN PA 17013 ESTATE OF BAUM REV-1547 EX AFP (06-05j GERALD C -TAX RETURN WAS: (X) ACCEPTED AS FILED ) CHANGED DATE 04-10-2006 If an assessment was issued previously, lines 14, 15 and/or 16, 17, 18 and 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) 16. Amount of Line 14 taxable at Lineal/Class A rate (16) 17. Amount of Line 14 at Sibling rate (17) 18. Amount of Line 14 taxable at Collateral/Class B rate (18) 19. Principal Tax Due TAX CREDITS: RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. Real Estate (Schedule A) 2. Stocks and Bonds (Schedule B) 3. Closely Held Stock/Partnership Interest (Schedule C) 4. Mortgages/Notes Receivable (Schedule D) 5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) 6. Jointly Owned Property (Schedule F) 7. Transfers (Schedule G) 8. Total Assets (1) (2) (3) (4) (5) (6) (7) .00 .00 .00 .00 7,518.61 .00 .00 (8) APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) 10. Debts/Mortgage Liabilities/Liens (Schedule I) 11. Total Deductions 12. Net Value of Tax Return 13. Charitable/Governmental Bequestsj Non-elected 9113 Trusts (Schedule J) 14. Net Value of Estate Subject to Tax (9) (10) 3,642.03 .00 NOTE: .00 X 00 = .00 X 045 = .00 X 12 = 3,876.58 X 15 = NOTE: To insure proper credit to your account, submit the upper portion of this form with your tax payment. 7,518.61 (11) (12) (13) (14) 3.642 03 3,876.58 .00 3,876.58 (19)= .00 .00 .00 581.49 581.49 ." I...... "'1;;\,1;;.1.... ..... IIN l + ) AMOUNT PAID DATE NUMBER INTEREST/PEN PAID (-) 10-03-2005 CD005856 26.32 500.00 02-14-2006 CD006319 .00 56.49 TOTAL TAX CREDIT 582.81 BALANCE OF TAX DUE 1.32CR INTEREST AND PEN. .00 TOTAL DUE 1.32CR * IF PAID AFTER DATE INDICATED, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. ( IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)