HomeMy WebLinkAbout09-11-06
IN RE: ESTATE OF VICTOR S. RUSSEL
: ORPHANS' COURT DIVISION
LATE OF NORTH NEWTON TOWNSHIP
: COURT OF COMMON PLEAS
: CUMBERLAND COUNTY
: PENNSYLVANIA
: NO. 21-05-0568
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PETITION FOR SETTLEMENT OF A SMALL ESTAT~:;~3~
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PURSUANT TO 20 Pa.C.S.A. SECTION 3102 ::;.c;--i
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TO: THE HONORABLE JUDGES OF SAID COURT:
The Petition of Gloria A. Anderson respectfully represents that:
1. Victor S. Russell died on May 5, 2005, a resident of North Newton Township
Cumberland County, Pennsylvania.
2. Petitioner, whose address is 810 Greenspring Road, Newville, Pennsylvania,
17241, is the Executrix named in Decedent's Last Will and Testament dated
February 6, 2001.
3. A Certificate of Grant of Letters Testamentary was issued to Petitioner by the
Register of Wills of Cumberland County Pennsylvania, on June 22, 2005.
4. Decedent's named heirs in her Last Will and Testament dated February 6, 2001
and the distributions set forth therein were as follows:
(a) $1,000.00 to the National Rifle Association;
(b) $1,000.00 to the Salvation Army.
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(c) $500.00 to Friendship Hose Company of Newville,
Pennsyl vania;
(d) $500.00 to the Friendship Ambulance Company of Newville,
Pennsylvania; and
(e) $500.00 to the Newburg Fire Company.
5. The rest, residue and remainder of Decedent's estate was divised to your
Petitioner.
6. At the time of Decedent's death, the only assets of which he was seized were as
follows:
(a) Prudential Stock
(b) Adams Electric Cooperative, Inc.
Patronage capital
(c) Adams Electric Cooperative, Inc.
Refund of overpayment
(d) Personal property (auction)
(e) Liberty Mutual Insurance Refund
(f) Sprint Refund
(g) 1991 Cadillac Sedan (sold)
(h) 1989 Chevrolet pick-up (BlueBook)
(i) Legion Home Association (Donation)
(j) VFW Post 6070 (Donation)
(k) American Legion (Donation)
(1) Certificate of Depost (Burial CD)
Total
$ 7,056.00
$ 5.60
$ 19.49
$ 4,310.00
$ 84.00
$ 2.71
$ 1,100.00
$ 1,755.00
$ 100.00
$ 300.00
$ 100.00
$ 5,514.1 0
$20,346.90
7. At the time of his death, decedent owned a checking account number 225177 at
Adams County National Bank, jointly with your Petitioner as joint tenants with
the right or surviorship, which account had a date of death balance of
$5,878.99.
8. The aforesaid assets are the only asset of which Decedent was seized at the
time of his death and those assets were liquidated and used to pay estate debt.
9. From the estate assets available to Petitioner the following estate debts were
paid:
(a) Egger Funeral Home $ 5,538.00
(b) Griffie & Associates $ 4,000.00
(c) Probate fees to Register of Wills $ 136.00
(d) The Sentinel (Ad) $ 122.51
(e) Cumberland Law Journal (Ad) $ 75.00
(f) PPL Utilities $ 47.51
(g) Sprint $ 42.36
(h) PPL Utilities $ 9.12
Total $ 9,970.50
10. Petitioner has paid all known estate debts and expenses accordingly.
11. From the estate assets, Petitioner has made the following distributions:
(a)
(b)
(c)
National Rifle Association
Salvation Army
$ 1,000.00
$ 1,000.00
$ 500.00
Friendship Hose Company
(Newville, P A)
(d)
(e)
Friendship Ambulance Company
(Newville, PA)
Newburg Fire Company
(Newville, P A)
$ 500.00
$ 500.00
Total
$ 3,500.00
12. There are no additional claimants or creditors of whom the Petitioner has
knowledge who have not received full compensation.
13. A Pennsylvania Inheritance Tax Return has been filed previously in this estate,
together with permitted discounts and exemptions, and along with any interest
and penalties.
14. The Inheritance Tax has been paid in full, as evidence by the Inheritance Tax
statement of account is attached hereto incorporate as hereby reference as
Exhibit "A."
15. The only additional disbursements available for any heirs, after the debts have
been paid and exemptions have been considered, is $10,015.50 to your
Petitioner as the remainder man of the estate.
16. Notice of the intention of filing the within Petition has been given to any named
beneficiaries, who have not received their distribution of estate assets as
provided by the decedent's Last Will and Testimony, and to any creditors
known to Petitioner, as all known disbursements have been made and all
creditors have been paid.
WHEREFORE, Petitioner requests your Honorable Court to approve settlement
of this estate as described herein with final distribution being made to Petitioner as
aforesaid.
Respectfully submitted,
.,
ey L. Griffie, Esquire
Attorney for Petitioner
200 North Hanover Street
Carlisle, P A 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: q/7/bto
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GLORIA ANDERSON