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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