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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the parties' Settlement Agreement, the Account subject to this Audit and the Objections to the Account should be deemed withdrawn.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 (") ~..~~ "";};p ~' .-f"l ;~.;] .";3~ .~' 'D :C.1~ :...> ~ ....., = <::::) -...I %: :::0 I \D ~ --. c; "-" 1 . --;"1 -;c -S r:'-r"l J:"" .&:'" 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 ~ :J . <( 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