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Home My WebLink About06-16-06 STATUS REPORT UNDER RULE 6.12 NAME OF DECEDENT: JOHN C. McMILLIN a/kla JOHN C. McMILLIN DA TE OF DEATH: March 29, 2005 WILL NO.: 21 5-0903 ADMIN. NO.: Pursuant to Rule 6.12 of the Supreme Court Orphans' Court Rules, I report the following with respect to completion of the administration of the above-captioned estate: 1. State whether administration of the estate is complete: Yes 0 No 0 2. If the answer is No, state when the personal representative reasonably believes that the administration will be complete: 3. If the answer to number 1 is Yes, state the following: a. Did the personal representative file a final account with the Court? Yes 0 No 0 b. The separate Orphans' Court No. (if any) for the personal representative's account is: N/A <..1 c. Did the personal representative state an account informally to the parties in interest: Yes 0 No 0 d. Copies of receipts, releases, joinders and approvals of formal or informal accounts may be filed with the Clerk of the Orphans' Court and may be attached to this report. Petition for Settlement of the Small Estate pursuant to 20 P.A.C.S.A. Section 3102 approved by Court Order dated May 31, 2006. Date: (;/,{16b . , Signat~p .., --f:-/(- Name: BRADLEY L. GRIFFIE, Esquire Address: 200 NORTH HANOVER STREET CARLISLE, PA 17013 Tel. No.: 717-243-5551 Counsel for Personal Representative "'-., ~, ,\ " ,~ ,\' ) IN RE: ESTATE OF JOHN C. McMILLIN : ORPHANS' COURT DIVISION LATE OF SOUTH MIDDLETON TOWNSHIP : COURT OF COMMON PLEAS : CUMBERLAND COUNTY : PENNSYLVANIA : NO. 21 05-0903 ORDER OF COURT AND NOW, this jJ Sf day of '-]t}1t/if , 2006, upon consideration of I Petitioner's Petition for Settlement of a Small Estate Pursuant to Pa.C.S.A. ~3102, the proposed distribution of the Estate of John C. McMillin as set forth in the within Petition is hereby approved and confirmed and the Commonwealth of PCIU1sylvania, Department or Public Welfare lien is released and satisfied. BY THE COURT, J -<II'] 1,{u/v1 f1{LI 9( I //j J J. I I t/ A. Y;~i, . /" I! 11'11 /J1t/!..( )1lJ0jtL 1!t):{;J-1 c/6tlclh-ta~ ...,.J ~--.'V' 1./ Ii d/ ..;j/t.f: 1;/- /J-IJ..t:'l '.j~/l I,~~ ,I 't IN RE: ESTATE OF JOHN C. McMILLIN : ORPHANS' COURT DIVISION LATE OF SOUTH MIDDLETON TOWNSHIP : COURT OF COMMON PLEAS : CUMBERLAND COUNTY : PENNSYLVANIA : NO. 21 05-0903 PETITION FOR SETTLEMENT OF A SMALL ESTATE PURSUANT TO 20 Pa.C.S.A. SECTION 3102 TO: THE HONORABLE JUDGES OF SAID COURT: The Petition of Mercedes L. McMillin respectfully represents that: 1. John C. McMillin died on March 29, 2005, a resident of the South Middleton Township, Cumberland County, Pennsylvania. ') Petitioner, whose address is 5 Eastwick Lane, Carlisle, Pennsylvania, 17013, is the Wife of the Decedent. 3. A Certificate of Grant of Letters Testamentary were issued to Petitioner by the Register of Wills of Cumberland County Pennsylvania, on October 13,2005. 4. Decedent's named heir in his Last Will and Testament dated December 1, 1993, is Petitioner. 5. Petitioner has claimed a family exemption 111 this estate 111 the amount of $3,500.00. 6. The property owned by Decedent, individually, and the value thereof, as of the date of death, is as follows: (A) Liquidated Life Insurance Policy with Phoenix Life Insurance Company, received post-death, in the amount of $8,856.12. 7. Disbursement made from the Estate funds are as follows: (A) Hoffman-Roth Funeral Home (B) Griffie & Associates (C) Register of Wills (D) Cumberland Law Journal (E) The Sentinel 5,950.00 1,500.00 113.00 70.00 137.03 ~I H~,~I 8. The names of all claimants or creditors of whom the Petitioner has knowledge, who have not received compensation are: CREDITOR CLAIM 13,988.84 (A) Commonwelth of Pennsylvania Department of Public Welfare 9. The Commonwealth of Pennsylvania, Department of Public Welfare has acknowledged this estate to be insolvent and released their claim as per the attached correspondence dated February 9, 2006 and May 17, 2006 (Exhibit "A" and Exhibit "B") 1 O. A Pennsylvania Inheritance Tax Return has been filed previously in this estate and, together with permitted discounts and exemptions, has been accepted by the Inheritance Taxes Division of the Bureau oflndividual Taxes of the Pennsylvania Department of Revenue as an insolvent estate (See attached Exhibit "C") 11. There are no disbursements available to any heirs as the debts and exemptions exceed the assets in the estate and any jointly held property has passed to the joint owner by operation of law. 12. Notice has been given to the Commonwealth of Pennsylvania, Department of Public Welfare of the filing of the within Petition, and Petitioner, as the sole named heir, has notice of filing. WHEREFORE, Petitioner requests your Honorable Court to approve settlement of this estate with no disbursements to the named heir, jointly held property passing to the joint title holders by operation of law, and release of the Department of Public Welfare lien. Respectfully submitted, L. riffie, Esquire or for Petitioner 20 orth Hanover Street Carlisle, P A 17013 (717)243-5551 (800)347-5552 *' COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF PUBLIC WELFARE BUREAU OF FINANCIAL OPERATIONS DIVISION OF THIRD PARTY LIABILITY ESTATE RECOVERY PROGRAM PO BOX 8486 HARRISBURG, PA 17105-8486 February 9, 2006 GRIFFIE & ASSOCIATES BPJillLEY L GRIFFIE ESQUIRE 200 NORTH HANOVER ST CARLISLE PA 17013 Re: JOHN MCMILLIN CIS #: 720170246 SSN: 170-01-9687 Date of Death: 03/29/2005 Dear Attorney Gri~fie: Pursuant to your correspondence dated February 02, 2006, regarding the above-reference~ estate, the Department recognizes the estate to be insolvci1t:' ... Pl~ik1~ 'notify.., us o,fany change in circumstances which may affect ~he insolv~ncy of the estate_ . ~,~..~:""~..."....,-. T<h~;MoQ ror your coop~ration in this matter. If you have any guestionS;""'-p~:ease contactm~,~ i .,.... ..... .,.<,\.1.\ :.I Sincerely, f1 n t~ () L,- -~. L~ ~. ~..),ft., Carl G. Rinkevich TPL Program Investigator 717-772-6258 717-772-6553 FAX EXHIBIT j A- . COMMONWEALTH OF PENNSYL VANIA DEPARTMENT OF PUBLIC WELFARE BUREAU OF FINANCIAL OPERATIONS DIVISION OF THIRD PARTY LIABILITY ESTATE RECOVERY PROGRAM PO BOX 8486 HARRISBURG. PA 17105-8486 May 17, 2006 GRIFFIE & ASSOCIATES BRADLEY L GRIFFIE ESQUIRE 200 NORTH HANOVER ST CARLISLE PA 17013 .~,.,/i ", Re: JOHN MCMILLIN ~CIS #: 720170246 SSN: '170-01-9687 Date of Death: 03/29/2005 ,- Dea2::' At~ornev Griffie,: .'. iJJ< .i,l%. I am in receipt of your correspondence dated May 09, 2006 regard~ng =he above-referenced estate. The Department has reviewed the information presented and agrees with =he accounting or the estate. Please notify us of any change in circumstances as they may change this agreement. Thank you for your cooperation in this matter. questions, please contact me. If you hc_ve any Sincerely, C~~. ~~~v Carl G. Rinkevich TPL Program Investigator 717-772-6258 717-772-6553 FAX EXHIBIT ~ COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISIDN PO BOX 280601 HARRISBURG PA 17128-0601 REV-1547 EX AFP (06-05) DATE 03-27-2006 ESTATE OF MCMILLIN JOHN C DATE OF DEATH 03-29-2005 FILE NUMBER 21 05-0903 COUNTY CUMBERLAND ACN 101 APPEAL DATE: 05-26-2006 (See reverse side under Of~;ecti{)ns) Amount Remitted I I MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 CUT ALONG THIS LINE --+ RETAIN LOWER PORTION FOR YOUR RECORDS +-- ------------------------------------------------------------------------------------------- REV-1547 EX AFP (03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF MCMILLIN JOHN C FILE NO. 21 05-0903 ACN 101 DATE 03-27-2006 BRADLEY L GRIFFIE ESQ GRIFFIE & ASSOCIATES 200 N HANOVER ST CARLISLE PA 17013 TAX RETURN WAS: (X) ACCEPTED AS FILED CHANGED 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 (lJ (2) (3) (4) (5) (6) (7) .00 .00 .00 .00 8.856.12 .00 .00 (8) NOTE: To insure proper credit to your account, submit the upper portion of this form with your tax payment. 8,856.12 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 Bequests; Non-elected 9113 Trusts (Schedule J) 14. Net Value of Estate Subject to Tax If an assessment was issued p~eviously, 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 16. Amount of Line 14 taxable at Lineal/Class A rate 17. Amount of Line 14 at Sibling rate 18. Amount of Line 14 taxable at Collateral/Class B rate 19. Principal Tax Due TAX CREDITS: NOTE: (9) ClO) 11,270.03 .00 (11) (12) (13) Cl4) 11 .770 03 2,413.91- .00 2,413.91- (15) (16) (17) Cl8) .00 .00 .00 .00 X 00 = X 045 = X 12 = X 15 = .00 .00 .00 .00 .00 (19)= ""..."..., , l+) AMOUNT PAID DATE NUMBER INTEREST/PEN PAID (-) - EXHIBIT TOTAL TAX CREDIT .00 ~ G BALANCE OF TAX DUE .00 :0 .D .5 INTEREST AND PEN. .00 TOTAL DUE .00 * IF PAID AFTER DATE INDICATED, SEE REVERSE ( IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED. 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: ~J~~I 0 Co "-')'')4 ~ .' j ),~ ( 71/:' ~ I (I" L (.uL/ pC-, // 1/ i ~ . MERCEDES L. McMILLIN