HomeMy WebLinkAbout05-16-07
$".H.2lP., ."14
IN THE COURT OF COMMON PLEAS
OF CUMBERLAND COUNTY, PENNSYLVANIA
ESTATE OF JOANNE K. COOPER
) NO. 2006-00094
) REGISTER OF WILLS
) First and Final Account
) Executrix: Laurie J. Weller
)
First and Final Account of
Estate of Joanne K. Cooper for Confirmation
Date of Death: December 26, 2004
Date of Advertisement: Cumberland Law Journal July 28, August 4, and 11, 2006
Patriot News: July 21, 28 and August 4, 2006
Summary of Account
()
c;:::.o
<.' :::0
::.tt::J(}
,--,-
.~~::~ t}1
._: co -;<.
';)(")0
C2-n
:D
---1
-0
$38,182.431;15-
435.31
750.00
Principal
Income
Cash
Tangible Personal Property
automobile 1994 Ford Taurus
Stocks
Realty
$2,000.00
Total Inventory
$41,367.74
Receipts subsequent to Inventory
None.
1Received from the Estate of Francis Cooper, No. 2005-00986 on April 27, 2007. This
amount is less $12,960.00 lifetime receipts of Joanne Cooper. The Francis Cooper estate also
advanced the sums of$435.31 and $750.00 for asset preservation and to open this estate.
V'
N
=
~
-.I
--
,..,.~...
.,.,..
=-<.
c:f\
-0
-..
..-JlIl'o'
~
.I=""'
Ul
Gains and Losses on Sales or Other Dispositions
None.
Disbursements of Principal
Administration Expenses
Counsel: $1,010.27
$500.00
Reg. Wills: $189.00
Advertising: $75.00 (CLJ)
$135.30 (Pat. News)
Inh. Tax Rtn (ROW): $15.00
Inventory: $ 20.00
Accounting (ROW): $195.00 ,~
L. Weller services: $ 500.00
$2,639.57
Federal and State Taxes
Inheritance: $0.00
Federal: $0.00
Fees and Commissions
$0.00
Distribution of Principal to Beneficiaries & Creditors
Michael J. Shalonis Funeral Home
$2,128.55
Principal Balance on Hand
$ 36,599.62
Receipts of Income
None.
Disbursements of Income
None.
Distribution of Income to Beneficiaries
None.
Proposed Distributions to Beneficiaries
Debts of Decedent
$69,010.00(total claim) County of Cumberland Claremont
Nursing Home (95.83%)
Funeral Expenses
$3,002.60(total claim), claim remaining: $1,212.80
Michael J. Shalonis Funeral Home (4.168%)
Total: $72,012.60
Gross estate: $41,367.74, net $36,599.62
Names of parties, amount of share, and brief statement of award and reason,
reference applicable statute authorizing:
County of Cumberland, not less than 95.83%, less $500 reserve, $34,773.42
Michael J. Shalonis: $1,326.12
* reserve requested $500.00
LAURIE J. WELLER, Executrix, under and for the intestate decedent, Joanne K. Cooper, hereby
declares under oath [penalties of perjury] that she has fully and faithfully discharged the duties of
her office; and that the forgoing First 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.
Subscribed and sworn to
lbY LAURIE J. WELLER before me this
~:\tdr~ ,2007
Notary Public
eOMMONWEALTH Of!' p~NtyLVM~"
NOT,c"RIAL SEAL
DENISE L. TRf<\IIS, Notary Public
Hampden Twp., CLl~berland County
My Commissiol ExpIres Apn120, 2010
IN THE COURT OF COMMON PLEAS
OF CUMBERLAND COUNTY, PENNSYLVANIA
ESTATE OF FRANCIS R. COOPER
) NO. 2005-00986
) REGISTER OF WILLS
) First and Final Account
) Administratrix: Laurie J. Weller
)
CERTIFICATE OF SERVICE
I certify that a true and correct copy of the foregoing document was served on the below
persons by fIrst class U.S. Mail, postage prepaid:
Laurie J. Weller
Individually and benefIciary and as Executor
for the Estate of Joanne Cooper
108 May Drive No. 1
Camp Hill, PA 17011
Michael J. Shalonis Funeral Home
206 Maple Ave.
Marysville, PA 17053
Steven M. Montresor, Esquire
Latsha Davis Yohe & McKenna, P.C.
1700 Bent Creek Blvd, Suite 140
Mechanicsburg, P A 17050
chael S. Travis
ID No. 77399
3904 Trindle Road
Camp Hill, PA 17011
717-731-9502
Date: S'111, IttJ
IN THE COURT OF COMMON PLEAS
OF CUMBERLAND COUNTY, PENNSYLVANIA
ESTATE OF JOANNE K. COOPER
) NO. 2006-00094
) REGISTER OF WILLS
) First and Final Account
) Executrix: Laurie J. Weller
)
TO ALL PARTIES IN INTEREST:
Be advised that the First and Final Account of Laurie J. Weller, Executrix of the Estate of
Joanne K. Cooper, Deceased, has been filed with the Register of Wills, pnd will be called for
audit on June 19,2007 at 9:30 a.m. prevailing time in Courtroom No. L, Cumberland Country
Courthouse, One Courthouse Square, Carlisle, Pennsylvania.
Michael 1. Shalonis: Your interest in the estate consists of$1,326.12. Payment reflects
100 percent of your claim, as payment in full.
At the audit, the Executrix will present a Petition for Distribution asking that the court
approve the accounting of the Executrix and award the balance in accordance with 20 Pa.C.S.A.
~3392 (Classification and Order of Payment - insufficient assets to pay all claims).
In addition, the Petition for Distribution will request that the court authorize payment of
counsel fees in the amount of $1 ,51 0.27 for the estate. These fees are complete assuming no
objection to the account. A $500.00 reserve is requested until the final notice of estate closing.
It is not necessary that you or your counsel appear at the audit. However, if you have any
objection to any of the items in the account, or if you disagree with position of the Executrix
regarding the above-mentioned claim, it is necessary that you appear at the time and place
mentioned above or that you be represented by counsel to present your~. Otherwise, the
Executrix will request that the petition be approved as stated a~ye:/
~~
,/~~~=~:~~:?- ~
",..."-" ./,.. ~.-!':'"
,_~ /,/"ff" ."...>;? "a "
/' i~l1ael S. Travis, Attorney for
Executrix '
IN THE COURT OF COMMON PLEAS
OF CUMBERLAND COUNTY, PENNSYLVANIA
ESTATE OF JOANNE K. COOPER
) NO. 2006-00094
) REGISTER OF WILLS
) First and Final Account
) Executrix: Laurie J. Weller
)
AUDIT NOTICE
TO ALL PARTIES IN INTEREST:
Be advised that the First and Final Account of Laurie 1. Weller, Executrix of the Estate of
Joanne K. Cooper, Deceased, has been filed with the Register of Wills, and will be called for
audit on June 19,2007 at 9:30 a.m. prevailing time in Courtroom No. L, Cumberland Country
Courthouse, One Courthouse Square, Carlisle, Pennsylvania.
County of Cumberland, Claremont Nursing Home: Your interest in the estate consists of
$35,273.42, with a $500 reserve requested. Payment reflects 51.8 percent of your claim, as
payment in full.
At the audit, the Executrix will present a Petition for Distribution asking that the court
approve the accounting of the Executrix and award the balance in accordance with 20 Pa.C.S.A.
~3392 (Classification and Order of Payment - insufficient assets to pay all claims).
In addition, the Petition for Distribution will request that the court authorize payment of
counsel fees in the amount of $1 ,51 0.27 for the estate. These fees are complete assuming no
objection to the account. A $500.00 reserve is requested until the final notice of estate closing.
It is not necessary that you or your counsel appear at the audit. However, if you have any
objection to any of the items in the account, or if you disagree with position of the Executrix
regarding the above-mentioned claim, it is necessary that you appear at the time and place
mentioned above or that you be represented by counsel to present yo~n. Otherwise, the
Executrix will request that the petition be approved as stated abov~-
//~
;:?'
/ '
. .-
. '. A' .'
/'
IN THE COURT OF COMMON PLEAS
OF CUMBERLAND COUNTY, PENNSYLVANIA
ESTATE OF JOANNE K. COOPER
) NO. 2006-00094
) REGISTER OF WILLS
) First and Final Account
) Executrix: Laurie J. Weller
)
Certification required by 3503 ofPEF Code
I hereby certify that the notice to parties in interest of the audit in the above case was
given to every unpaid claimant who has given notice of a claim and to every 0 r person known
to the accountant to have an interest in the estate as a beneficiary, h. n of kin.
CERTIFICATE OF SERVICE
I certify that a true and correct copy of the foregoing document was served on the below
persons by first class U.S. Mail, postage prepaid:
Laurie 1. Weller
Individually and beneficiary and as Executor
for the Estate of Joanne Cooper
108 May Drive No. 1
Camp Hill, PA 17011
Michael J. Shalonis, Funeral Home
206 Maple Ave
Marysville, PA 17053
Steven M. Montresor, Esquire
Latsha Davis Yohe & McKenna, P.C.
1700 Bent Creek Blvd, Suite 140
Mechanicsburg, P A 17050
chae1 S. Travis
ID No. 77399
3904 Trindle Road
Camp Hill, PA 17011
717-731-9502
Date: 0' M