HomeMy WebLinkAbout03-09-07
INRE:
IN THE COURT OF COMMON PLEAS
OF CUMBERLAND COUNTY, PENN' A.
ORPHANS' COURT DIVISION
THE ESTATE OF VIRGINIA A.
MOONEY, deceased
Late of West Pennsboro Township
No. 21-05-1101
AUDITOR'S REOUEST TO BE DISCHARGED OF HIS APPOINTMENT
To the Honorable Judges of the said Court:
1. The Accountant and the Objectant herein have reached a Settlement Agreement
(attached), which has been executed by all persons with an interest in the Estate of
Virginia A. Mooney, and which has been filed at the Office of the Register of Wills.
2. Pursuant to the parties' Settlement Agreement, the Account subject to this Audit
and the Objections to the Account should be deemed withdrawn.
WHEREFORE the undersigned auditor respectfully requests that his appointment as
auditor be discharged, with no auditor's report required to be filed.
Respectfully submitted:
Dated:
?/V/o7
~~
Thomas E. Flower
S.Ct. #83993
2109 Market Street
Camp Hill, PA 17011
(717) -737 - 3405
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10. Acknowledge that this Agreement shall be governed by and construed in the
accordance with the laws of the Commonwealth of Pennsylvania.
11. Consent to the Court exercising personal jurisdiction over them in any suit or
action arising out of the enforcement of this Agreement.
12. This agreement shall be binding upon the parties hereto and upon the heirs of each
party hereto.
IN WITNESS WHEREOF and intending to be legally bound hereby, the parties have
executed this agreement.
Dated I /)0/ .;<nb 7
~~~
LESLIE COVER, Executrix of the
Estate of Virginia A Mooney
Dated 1// () ~I")O 7
~~~
LESLIE COVER, individually
Dated /.- J ~-() 1
~ ,4-In(]{)~ ~dH
J ANITAAMOONEY-KE D~V
~ /11- . /
RICHARD M. MOONEY~
Dated I-I c--- CJr
Dated I-It)- /J 7
div~d #dt~.()/
CHRISTINE A HOLMES
3
COMMONWEAL TH OF PENNSYLVANIA )
: ss
COUNTY OF CUMB~1tAND )
On this, the -1DV- day of January, 2007, before me, the undersigned officer,
personally appeared LESLIE COVER known to me (or satisfactorily proven) to be the person
whose name is subscribed to the within instrument, and acknowledged that she executed same as
Executor for the Estate of Virginia A. Mooney and individually for the purposes therein
contained.
,.,.:,., .';': i:' i,.'..', \i'.' "::/., L'r :.)~; r P E 'j'" ':>,: ~~:~ -, L.: :I.\..l._.
--.:...----~j';t;rial Seal
""c'ueiine l Dra',,,n:lUgh. Notary Public
,'" Carti~le B.~rc, ('::umt"i!rland County
My Commissicn Exri;T,g ~\ug. 14, 2007 i
Member, per'ns'ihj',~,...r.-..~~';:::;;tT~r. Of Notraies
IN WITNESS WHEREOF, I hereunto set my hand and offic. I
COMMONWEALTH OF PENNSYLVANIA )
: ss
COUNTY OF CUMB~R~D ) .
On this, the rt1..~y of January, 2007, before me, tpe undersigned officer,
personally appeared~A MOONEY KENNEDY known to me (or satisfactorily proven) to
be the person whose name is subscribed to the within instrument, and acknowledged that she
executed same for the purposes therein contained.
Nct2:r;'ai ;3~3al
IN WITNESS WHEREOF, I hereunto s
Jacqueline L. Drnwb8L'[h. Notary Public
Carlisle Bore, CumC0rland Couniy
My Commission f~r';fr':" AU~1,14. 2007
Member. :-:2';""[::" \ :-:",; ..;;::";:i:,;r, t)r tI0'i;:id~;:;
COMMONWEAL TH OF PENNSYLVANIA )
: ss
COUNTY OF CUMBERL~D )
On this, the ~ay of January, 2007, before me, the undersigned officer,
personally appeared RICHARD M. MOONEY known to me (or satisfactorily proven) to be the
person whose name is subscribed to the within instrument, and acknowledged that he executed
same for the purposes therein contained.
IN WITNESS WHEREOF, I hereunto set
~lot.aria!
b'~"LF"':n" L Drawbaugh, Notary. D -
-~C'a;;i'~l.; 8~ro, Cumberland County
My C.om!1'i~,oiGn Expires I~Ug, 14,20
. Member, P;:;:;s\.+/';:-"'0:~:~'-:e~.(:i~ition Cf NotJ 'S-
COMMONWEALTH OF PENNSYLVANIA )
: ss
COUNTYOFCUMBE~jt~D )
On this, the ~ day of January, 2007, before me, the undersigned officer,
personally appeared CHRISTINE A. HOLMES known to me (or satisfactorily proven) to be the
person whose name is subscribed to the within instrument, and acknowledged that she executed
same for the purposes therein contained.
IN WITNESS WHEREOF, I hereunto
Not,"''''
Jacqueline L. Or.,"",:":-?,;, 'j ,_ i'hLilV Pub!
Carlisle 8en '~;;.li,<r:O l~ounly
My Commis:::j,: 14,2007
SECOND AND FINAL ACCOUNT AND PROPOSED DISTRIBUTION
OF LESLIE COVER, EXECUTOR OF THE ESTATE
OF VIRGINIA A. lVIOONEY, DECEASED
LATE OF \-VEST PENNSBORO TO"VNSHIP,
CUl\IBERLAND COUNTY
Estate File #: 21-05-1101
Estate Identification #: 20-70675../7
Date of Death:
November 28,2005
Letters Granted:
December 22, 2005
Dates of Advertisement:
The News-Chronicle -
Cumberland Law Journal -
January 27,31 & Feb. 3, 2006
February 3, 10 ~ 17,2006
Account Stated To:
January 10,2007
SUMilfARY& INDEX
Principal
Pages Amount
2 $64,043.52
2 $0.54
2 $181.09
2 $64,225.15
3 $10,974.02
3 $33,532.91
3 $1,575.00
4 $7,450.00
4 $10,693.22
Receipts
Net Gain or (Loss) on Conversions
Receipts Subsequent to Inventory
ADJUSTED BALANCE
Debts of Decedent
Costs of Administration
Distributions to Beneficiaries
Reserves
PROPOSED DISTRIBUTIONS
Purpose of Account: LESLIE COVER, Executor offers this account to acquaint interested
parties with the transactions that have occurred during her administration. This account also
indicates the proposed distribution of the estate. It is important the account be carefully
examined. Requests for additional information, questions or objections can be discussed with:
E. Ralph Godfrey, Esquire
SALZMAt'lN HUGHES PC
354 Alexander Spring Road, Suite 1
Carlisle, P A 17015
(717) 249-6333
~ PETITIONER'S
~ ABIT
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RECEIPTS OF PRJjVCIPAL
Value of Assets
Listed in Inventory
(d/o/d value)
Fiduciary
Acquisition
Value
Real Property:
69 Fickes Road, West Pennsboro Township, Newville
Cumberland County, Pennsylvania
$56,000.00
$56,000.00
Personal Property:
Farmers ,National Bank, checking account
$226.42
$226.96
Miscellaneous personal property (kept)
$1,575.00
$1,575.00
Miscellaneous personal property (sold)
$6,242.1 0
$6,242.10
TOTAL RECEIPTS OF PRINCIPAL
$64,043.52
$64,044.06
RECEIPTS SUBSEQUENT TO INVENTOR Y
(Value When Received)
06/27/06 Publishers Clearinghouse, refund ... ........ ............................. .......................... $11.89
06/27/06 Shoemakers Insurance, refund .... ........... ......................... ..... ..... ............ ....... $169.20
TOTAL RECEIPTS SUBSEQUENT TO INVENTORy.................................. $181.09
RECAPITULATION -RECEIPTS.
RECEIPTS OF PRINCIPAL (Fiduciary Acquisition Value) ................................................ $64,044.06
RECEIPTS SUBSEQUENT TO INVENTORy............................................................. $181.09
TOT AL RECEIPTS OF PRINCIPAL & INCOl\'IE ..................................... $64,225.15
2
VISB URSEj~IENTS
Debts of Decedent:
02/20/05 Carlisle Propane .................................................................................................. $100.00
04/03/06 Carlisle Propane ....................................... ........ ............................... .................... $573.10
04/03/06 Sprint ...................................... ........................................................... ............... $34.16
04/03/06 PP &L ...................................................................................... ................ ........ $121.33
04/13/06 Carlisle Digestive Disease .................................................................................... $19.19
04/13/06 Cumberland Pathology..... ................................ ....... ...... ........... ...... .......... ............. $20.77
04/13/06 Lane HMA Phys Mgt ......... ...... ............................ .................................... ............. $18.90
04/13/06 Moffitt Heart & Vascular Group ........................................................................... $10.20
04/13/06 Carlisle Regional Medical Center ............ .......... ..... ............ ............ ................ ...... $89.62
04/13/06 Philip D. Carey MD .... ................... ......................... ......... ................. ....... .... ......... $34.95
04/13/06 Masland Associates............. ............. ............ ........................ ......... .......... ............. .... $1.77
04/13/06 Andorra Radiology ........... .... ........................ ........................ ...... ....... ...................... $9.00
04/13/06 Andon'a Radiology ............................................ .....;........... ............... ........... .......... $47.71
04/ 13/06 Walnut Bottom Radiology.............................. ..... ............ ................. ........... ......... $18.31
04/13/06 Graham Medical Clinic ...... ................. ............ ........................... ................ ........... $86.96
04/13/06 Carlisle Regional Medical Center .............................. ........ ............ ....... ....... ....... $912.00
04/25/06 PP &L ...............................:........ ..... ................................................................... $49.30
11129/06 Medical Revenue (collection for Carlisle Hospital) ....................................... $8,528.34
11/29/06 Genzyme Genetics.............. .................... ................. .......................... .................... $70.80
11/29/06 Bronstein Jefferies .................. .................... .................................. ......................... $2 7.61
01/08/07 Carlisle Propane......... ............ ....... ..... ........ ................ ......... ........ ....................... $200.00
Subtotal: ............... .... .............................................. ................. ....... .......... ............................... $10,974.02
Costs of Administration:
04/03/06 Auctioneer............. .................................. ........................ .......... ....................... $3,500.92
04/03/06 Hoffman-Roth Funeral Home ......................... ................ ........ ......................... $1,000.00
04/04/06 Chamberlin & Winger ........... .............................................. ...... ............... .......... $290.00
04/04/06 Salzmann Hughes PC, reimbursements .............................................................. $348.50
04/13/06 Settlement charges .................................................... ........ ............ .......... ....... $18,520.89
04/13/06 Hoffman-Roth Funeral Horne ..... ............ ........ ............... .................. ......... ....... $5,114.50
06/21/06 Register of Wills, filing fee ................ ................. ..... .................. ................. .......... $30.00
06/21/06 Register of Wills Agent, inheritance tax ......................................................... $1,315.10
06/21/06 Salzmann Hughes PC, attorney fee ............ ........ ..... ............... ................... ....... $1,900.00
09/06/06 Register of Wills, filing fee .................................. ...................... ................ ..... ..... $130.00
11129/06 Eby Granite Works, grave marker ................................................................... $1,143.00
12/29/06 Saidis Flower & Lindsay, auditor fee ................................................................. $240.00
Su btotal: ......... ........... .......... ....... .................. ......................... ........... .................... ...... ............. $33,532.91
3
Distributions to Beneficiaries:
Personal property ......................................................................................... .................. $1,575.00
Subtotal: .. ..... ........ ..................... .............. ............ .............. ............. ................... ........................ $1,575. 00
Reserves:
Salzmann Hughes PC, attorney fee ...............................................................,.................. $1,900.00
Patricia A. Rosendale CPA, fiduciary taxes ........................................................................ $350.00
Miscellaneous filing fees........ ......... ............................................ ..... ................ ................... $200.00
Leslie Cover, Power of Attorney fee .........................................,...................................... $2,000.00
Leslie Cover, executor fee ................................................................................................ $3,000.00
SlI btotal: .. .............................. ...... ........... ...... ......... ...... .............. ...... .......... ............... ............ ..... $ 7,450.00
TOT AL DISBURSEMENTS OF PRlNCIP AL.............................................. $53,531.93
RECAPITULATION
TOT ALRECEIPTS OF PRINCIPAL & INCOME.................................................. $64,225.15
TOTAL DISBURSEMENTS OF PRlNCIPAL & INCOME ............................... - $53.531.93
BALAN CE FOR FIN AL DISTRIBUTION .................................................... $10,693.22
FINAL DISTRIBUTION
Leslie Cover
Ya remainder
$2,673.31
Richard M. Mooney
Ya remainder
$2,673.31
Christine Holmes
Ya remainder
$2,673.31
Juanita Kennedy
Ya remainder
$2,673.31
ENDING BALANCE
$-0-
4
COM~'IlONWEAL TH OF PENNSYLVANIA
S5
COUNTY OF CUMBERLAND
LESLIE COVER, Executor for the Estate of Virginia A. Mooney, deceased, hereby
declares under oath [under penalty of perjury] that she has fully and faithfully discharged the
duties of her office; that the foregoing Second and Final Account is true and correct and fully
discloses all significant transactions occurring during the accounting period; that all known
claims against the estate have been paid in full; that, to her knowledge, there are no claims now
outstanding against the Estate; and that all taxes presently due from the estate have been paid.
~.~
L LIE COVER, Executor
COMMONWEALTH OF PENNSYLVANIA
Notarial Seal .
JaCqueline L Drawbaugh. NotarY PublIC
Carlisle BOlO. Cumberland eounty
WrI eommisSlOO Expires Aug. 14,2007 I
Member. pennsylvania AsSOCiation Of NotarieS
5
.
INRE:
IN THE COURT OF COMMON PLEAS
OF CUMBERLAND COUNTY, PENN' A.
ORPHANS' COURT DIVISION
THE ESTATE OF VIRGINIA A.
MOONEY, deceased
Late of West Pennsboro Township
No. 21-05-1101
CERTIFICATE OF SERVICE
On this 9th day of March, 2007, I, Thomas E. Flower, Esquire, hereby certify that I
this day served a true and correct copy of the Auditor's Request to be Discharged of His
Appointment and proposed Order upon the parties listed below by placing a copy of same in
the United States Mail, first class, postage prepaid, addressed as follows:
Juanita A. Mooney Kennedy
23 S. High Street
Newville, PA 17241
E. Ralph Godfrey, Esquire
Salzmann Hughes PC
354 Alexander Spring Road, Suite 1
Carlisle,PA 17015
Respectfully submitted,
SAIDIS, FLOWER & LINDSAY
BY:~~
Thomas E. Flower, Esquire
Supreme Court ID No. 83993
2109 Market Street
Camp Hill, P A 17011
Telephone: (717) 737-3405
Facsimile: (717) 737-3407