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Home My WebLink About09-07-06 IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA ORPHANS' COURT DIVISION Estate of Aaron T. Collins, Deceased No.~ of 200 Olp In Re: Estate of Aaron T. Collins, Deceased (") ~O ~......::o ~-u No.~\-Olo-I<[)~ ~~~~::o "'7 - c>.. (/);;0:::: Petition for Settlement of Small Estate ~32~ c' :0 :-o-f )> ~ C;:) C;:) C7'\ en rr1 -0 I -.J Orphans' Court Division -0 ::z: N To the Honorable Judges of said Court: w The petition of Lynelle M. Collins, 3 Robert Lane, Carlisle, Pennsylvania 17013, wife of Aaron T. Collins, respectfully represents: 1. Your petitioner is Lynelle M. Collins, wife of the deceased, who resides at 3 Robert Lane, Carlisle, Pennsylvania 17013, and has the following interests in the assets that would comprise the estate of Aaron T. Collins. 2. Aaron T. Collins died at Hershey Medical Center, in Hershey, Dauphin County, Pennsylvania, on May 16, 2003. Attached herewith as Exhibit A is the Death Certificate of Mr. Collins. 3. At the time of his death, Aaron Collins resided with his wife at 1006 Boeshore Circle in Reading, Pennsylvania, with her son, Evan Collins. 4. The only asset of the estate was an account with AIM Investments. The fund was the Consolation Fund Class A, and the account number is 5002455516. This is the only asset not held in joint ownership by the couple. 5. The aforementioned account was opened by Mr. Collins for payment on his home. The money used for this account was money from marital funds, i.e., money held jointly by husband and wife as tenants by the entireties (72 P.S. S 9111(m)). Attached herewith as Exhibit B is the latest statement on this account dated June 30, 2006. It also names Aaron T. Collins as ,:,;:J ill 8 .3...1 C) t:3 ~"~~ (;~1~.~ -Tl n ;"r-l t-'-) > ,-, owner. Attached herewith as Exhibit C is the first letter to the company dated April 12, 2005. Petitioner has contacted the AIM Investment Company several times to obtain the money but so far has been unsuccessful. Consequently, Petitioner desires to file this Petition for Settlement of Small Estate. 6. The value of said account currently is $4,988.87. All efforts to obtain the account have been exhausted, including contacts by my attorney. 7. The total value of the estate, as mentioned previously, is $4,988.87. 8. The decedent was survived by Lynelle M. Collins who is decedent's wife and Evan Collins, age seven, who is his son. 8. The expense of decedent's last illness and funeral have been paid, and there are no unpaid creditors of the decedent. 9. It is proposed that the distribution ofthe account be simply a change in ownership of the aforementioned account from Aaron T. Collins to Lynelle M. Collins. WHEREFORE, your petitioner respectfully requests your Honorable Court to decree the distribution of the decedent's personal estate to the persoIlJ Lynelle M. Collins as set forth paragraph 9 above. Date: q r 7 ' 0 & c;,~~ C1Jl1< ~ Ly lle M. Collins, Petitioner 3 Robert Lane Carlisle, P A 17013 Dmri~.L::~ ' Attorney ID # 18729 One West High Street, Suite 208 P.O. Box 1290 Carlisle, P A 17013 717-241-6363 Attorney for Petitioner .1 ---- - - - - - !!!!!!!!!!!!!!! - === ---- !!!!!!!!!!!!!!! AIM2R ('1:1/0') 11 PERIODIC 5T A TEMENT April 01,2006 - June 30, 2006 INVESTMENTS >05415 4531395 001 008116 AARON T COLLINS 6 ROBERT LN CARLISLE PA 17013-1073 Your Financial Advisor: TERRY GOHEEN AMERICAN GENERAL SECURITIES PO BOX 4556 HOUSTON TX 77210-4556 .PORTFO For More Information on Your AIM Account: . Contact Your Financial Advisor . Visit us online at www.aiminvestments.com . Call our 24-hour automated information line at 800-AiM-L1NE . Talk to a Client Services Representative at 800-959-4246 from 7:30 a.m. to 7:00 p.m. CT Value on 03/31106 $5,321.32 Additions $0.00 Withdrawals $0.00 Exchange In $0.00 Exchange Out $0.00 Transfer of Shares $0.00 Change in Market Value -$332.45 Value on 06/30106 $4,988.87 Information is now available on AIMinvestments.com regarding the factors considered by the Boards, including all of the Independent Trustees, of the AIM funds in renewing the funds' investment advisory agreements and sub-advisory agreements (if applicable), and the independent written evaluation of the reasonableness 01 the funds' management fees prepared by the funds' Senior Officer, who is independent of AIM and AIM's affiliates...Tired of juggling armloads of mail? You can opt to receive your AIM statements, tax forms, prospectuses, and annual and semiannual reports online. When you sign up for eDelivery, we will e-mail you a link, and you will no longer receive paper copies by mail. (Your tax forms will still be mailed but are available faster online.) To enroll, log in to your AIM account at AIMinvestments.com, click on the Service Center tab and select "Register for eDelivery.. You may cancel the service at any time at the same location... De you currently use Microsoft<< Money or Quicken<< to manage your AIM accounts? If so, due to a service upgrade, you can now download AIM account information directly from Money instead of downloading from AIMinvestments.com. And with further enhancements to Quicken, you are now able to download multiple accounts all at once by entering your AIM log-in information, instead of downloading each account individually. If you need assistance or have additional questions, go to AIMinvestments.com, click on the My Account tab, then the Service Center tab and select either "Download to Microsoft Money" or "Download to Quicken." You are 100% invested in DOMESTIC EQUITY FUNDS You are 100% invested in AIM CONSTELLATION FUND - CLASS A These AIM funds are also available. ./ TAXABLE FIXED-INCOME FUNDS ./ AIM ALLOCATION SOLUTIONS ./ INTERNATIONAUGLOBAL EQUITY FUNDS ./ TAX-FREE FIXED-INCOME FUNDS ./ SECTOR EQUITY FUNDS Important: This account statement reflects financial transactions for the period indicated. Carefully review all of the information to verify the accuracy of the transactions. Please notify us immediately if there is an error. If you fail to notify us of an error within 30 days of this statement, you will be deemed to have ratified each transaction. 054154531395010830021651 00001/00002 April 12, 2005 To Whom this matter concerns. My husband, Aaron Tyler Collins, passed away May16, 2003. I am writing to request that our joint account (AIM Premier Equity Fund -account number 3908956455) be ~ closed in full. I also wish to close and individual account that was in Aaron's name only (AIM Constellation Fund Class A -account number 500245551 A check for l0001G of both of the accoun can be made out in my name. I can be reached at my home phone number, (717)258-6986, if you have any questions. Thank you very much for your time. Sincerely, V~/!n.~ Lynelle M. Collins t%li~::;l (;iN/UlJ I U . ui 1/\1 iAN n.1 :\J~~t~ W'~MUJAII.I()N <a/^Ii N H I ,,',~...~~.;;;:1 ~;OVI.HIJ(';N ' .. ..~ -" ..... . ( .. ^ 1I11lHI/1 "',~:N^tlq<C b ) X \-i Un!i;i II t;U.UIIIIII ~;rl\Ar-l'.1 Lilli'" N ';M.llAU '\l1'! "1~)I.llJ\M'. ! III I ~ 11 III II n 11I1111 ~ 1111111I11 1111