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HomeMy WebLinkAbout07-30-07 IN RE ESTATE OF CHARLES J. NELSON IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA NO. 21-07-0611 ORPHANS COURT DIVISION NOTICE OF CLAIM AGAINST ESTATE BY A CREDITOR TO THE CLERK OF THE ORPHANS COURT DIVISISON: Notice of claim by creditor pursuant to 20 Pa. C.S.A. S 3532 (b)(2) of the Probate, Estates and Fiduciaries Code. 1. Claimant's Name: SUSQUEHANNA V ALLEY FEDERAL CREDIT UNION 2. Claimant's Address: 3850 Hartzdale Drive, Camp Hill, PA 17011-7809 3. Claimant is the owner and holder of a claim in the amount of $6,576.55 against the Deceased Charles J. Nelson with a per diem of $1.85 as of July 16,2007. 4. The facts upon which this claim is based: This claim is evidenced by a Promissory Note (Open End Voucher) and Security Agreement attached hereto as Exhibit "A" and a payoff statement attached hereto as Exhibit "B". 5. Decedent's Address: 21 Hidden Noll Road, Carlisle, PA 17013 6. Date of Death: June 14,2007 7. The claim precedes Decedent's date of death. Date: By: Matth w White, Collections Supervisor Susquehanna Valley Federal Credit Union 3850 Hartzdale Drive Camp Hill, P A 17011-7809 iLlr1(', . > .-' J',JnJ u; 11..-",' , \..' ,'," !',-," id' '0 l;::: I..-:I)'~ ',/ t~l' d ~"I YbJ1C) L ~ '7/ ;Id 'v F' OS In(' ioaz ~ Written notice of claim was provided by postage prepaid, first class United States Mail, certified mail, return receipt requested upon the Personal Representative and Counsel for the Estate as set forth below: Brian Nelson, Personal Representative 35 Elm Drive Carlisle, P A 17013 Dale F. Shughart, Jr., Esquire 1 0 West High Street Carlisle, P A 17013 By: Stev. Ho 11, squire well Law Firm 619 Bridge Street New Cumberland, P A 17070 (717) 770-1277 Supreme Court ID 62063 Date: '7/~ ., /0 rJ @ SUSQUEHANNA VALLEY FEDERAL CREDIT UNION 3850 Hartzdale Drive Camp Hill. PA 17011-7809 (717) 737-4152 I BORROWER 1 NAME RUBY I GEHR ....SOFtFtOWER...INt=OFtMATION ACCOUNT NUMBER 13863-5 Open-End Voucher and Security Agreement .1 BORROWER 1 ADDRESS 21 HIDDEN NOLL ROAD CARLISLE, PA 17013 BORROWER 2 NAME CHARLES J NELSON HOME TELEPHONE NUMBER (717)-241-4171 SOCIAL SECURITY NUMBER 177-42-4957 AMOUNT REQUESTED $ 8,000.00 PURPOSE: Consol i dat i on DATE 07/15/2005 ACCOUNT NUMBER 13863 DEPOSIT CHECK IN ACCOUNT NUMBER/OTHER: BORROWER 2 ADDRESS 21 HIDDEN NOLL ROAD CARLISLE, PA 17013 SOCIAL SECURITY NUMBER 161-32-5626 CHECK PAYABLE TO: REPAYMENT METHOD: Cash BORROWER 1 EMPLOYER NAME SSI BORROWER 2 EMPLOYER NAME SHEETZ INC. NOTICE: YOU DON'T HAVE TO INCLUDE INCOME FROM CHILD SUPPORT, SEPARATE MAINTENANCE, OR ALIMONY UNLESS YOU WANT THE CREDIT UNION TO CONSIDER IT. WORK TELEPHONE NUMBER DATE HIRED GROSS MONTHLY SALARY $621.00 WORK TELEPHONE NUMBER DATE HIRED GROSS MONTHLY SALARY $ 1 ,300.00 OTHER MONTHLY INCOME $ SOURCE OF OTHER INCOME LZ........... ..<VVHATYOUoWe. I LIST ALL DEBTS OTHER THAN TO THIS CREDIT UNION (Attach additional sheet!s) if necessarv.) PRESENT BALANCE MONTHLY PAYMENT CURRENT INTEREST RATE SUSQUEHANNA VALLEY F. C. U. 39,492.32 488.12 MEMBERS 1ST 15,200.00 313.00 LOT RENT 185.00 FNB $ 204.00 $ 15.00 ,..... . . ... .........<......sUSSeQOEN't..EtECTIONFOFrv6t.UNTARY..PAYIVIENT...PROTeCTION.......... .. % % % ro. I You can now voluntarily elect to become insured with the coverage(s) shown below. In order for coverage to become effective you must meet all insurance eligibility requirements stated in the Credit Insurance Application/Schedule. NOTE: The insurance you're applying for contains certain terms and exclusions; Refer to your certificate for coverage details, If you need a copy of the Insurance Certificate, just ask, By signing below, you authorize us to add the charges for the insurance to your outstanding balance each month, Coverage election applies to the entire balance on this subaccount. Insurance rates are subject to change. YOU ELECT THE FOLLOWING: NO Single Credit Disability NO NO Single Credit Life NO Joint Credit Life COST PER $100 OF YOUR MONTHLY LOAN BALANCE SEE SEPARATE RATE SCHEDULE .070 .123 NAME OF INSURED IS) .029425% % ANNUAL PERCENTAGE RATE 10.74000 % INTEREST RATE IS: Fixed OTHER FEES (Amount and Description) $ N/A NEW BALANCE THIS SUBACCOUNT $ 8,000.00 >- DAILY PERIODIC RATE ..J Z o w f/) ::> z o z ::> l- e w a: u a: o u. MOUNT ADVANCED $ 8,000.00 Your term will late payments, PAYMENT AMOUNT $173.71 DA TE DUE 08/30/2005 PAYMENT FREQUENCY LINE OF CREDIT LIMIT Monthly $ more or less, depending on whether you REMAINING LIMIT $ prepay, have be approximately 60 payments, which may be or insurance is added, etc. ....p. THE ADVANCE IS SECURED BY YOUR SHARES, ALL PROPERTY SECURING OTHER PLAN ADVANCES AND LOANS RECEIVED IN THE PAST OR IN THE FUTURE, AND THE FOLLOWING PROPERTY/MODEL YEAR 1.0. NUMBER VALUE KEY NUMBER COSIGNER 0000 PLEDGE OF SHARES AND/OR DEPOSITS $ ACCOUNT NUMBER PLEDGE OF SHARES AND/OR DEPOSITS ACCOUNT NUMBER By signing below, by endorsing the proceeds check or by using the amount advanced and deposited into your share/share draft account you agree: 1. To make and be bound by the terms of this Security Agreement including the cross collateral clause; 2. The above information is true and correct and the Credit Union will rely on that information and your credit report to make a credit decision; 3. To ke payments as disclosed above in accordance with the terms of your Plan. ~ ci z l!' .!l ~ iii A DATE EXHIBIT SIGNATURE 0 OWNER OF COLLATERAL (Other than a Borrower) @ rll"'Ll. MIIT"Ll.' (.;ROlJP HIRO R2 R4 RR. R9. 98. 99. 2000.02 ALL RIGHTS RESERVED CREDIT UNION COPY VXX065 (LASER) Susquehanna Valley Federal Credit Union RUBY I GEHR SECURITY AGREEMENT In this agreement all references to "credit union," "we," "our," or "us" mean the credit union whose name appears on this agreement and anyone to whom the credit union assigns or transfers this agreement. All references to "you," "your," and "borrower" mean each person who signs this agreement. All references to "the advance" mean the amount in the box labeled" Amount Advanced" on page one. All references to "the Plan" mean the Credit Agreement under which the advance was obtained. Some of the provisions of this agreement apply only if the Credit Union is state chartered. A credit union has a state charter if its name does not include the words "Federal Credit Union" or "FCU". This is a multi-state document which may be used to lend to borrowers in all states except Louisiana and Wisconsin. 1 . THE SECURITY FOR THE PLAN -- By signing this security agreement in the signature area or under the statement referring to this agreement which is on the back of the check you receive for the advance, you give us what is known as a security interest in the property described in the "Security Offered" section on page one. The security interest you give includes all accessions. Accessions are things which are attached to or installed in the property now or in the future. The security interest also includes any replacements for the property which you buy within 10 days of the advance or any extensions, renewals or refinancings of the advance. It also includes any money you receive from selling the property or from insurance you have on the property. If the value of the property declines, you promise to give us more property as security if asked to do so. 2. WHAT THE SECURITY INTEREST COVERS -- The security interest secures the advance and any extensions, renewals or refinancings of the advance. It also secures any other advances you have now or receive in the future under the Plan and any other amounts or loans, including any credit card loan, you owe us for any reason now or in the future, except any loan secured by your principal residence. If the property is household goods as defined by the Federal Trade Commission Credit Practices Rule, the property will secure only the advance and not other amounts you owe. 3. OWNERSHIP OF THE PROPERTY n You promise that you own the property you give as security or if the Advance is to buy the property, you promise you will use the Advance for that purpose. You promise that no one else has any interest in or claim against the property that you have not already told us about. You promise not to sell or lease the property or to use it as security for a loan with another creditor until the advance is repaid. You promise you will allow no other security interest or lien to attach to the property either by your actions or by operation of law. 4. PROTECTING THE SECURITY INTEREST -- If your state issues a title for the property, you promise to have our security interest shown on the title. We may have to file what is called a financing statement to protect our security interest from the claims of others. If asked to do so, you promise to sign a financing statement. You also promise to do whatever else we think is necessary to protect our security interest in the property. You promise to pay all costs, including but not limited to any attorney fees, we incur in protecting our security interest and rights in the property, to the extent permitted by applicable law. 5. USE OF PROPERTY -- Until the advance has been paid off, you promise you will: (1) Use the property carefully and keep it in good repair. (2) Obtain our written permission before making major changes to the property or changing the address where the t:V'operty is kept. (3) Inform us in writing before changing your address. (4) Allow us to inspect the property. (5) Promptly notify us if the property is damaged, stolen or abused. (6) Not use the property for any unlawful purpose. 6. CONSUMERS' CLAIMS AND DEFENSES NOTICE -- The following paragraph applies only when the box on page one is checked. NOTICE: ANY HOLDER OF THIS CONSUMER CREDIT CONTRACT IS SUBJECT TO ALL CLAIMS AND DEFENSES WHICH THE DEBTOR COULD ASSERT AGAINST THE SELLER OF GOODS OR SERVICES OBTAINED PURSUANT HERETO OR WITH THE PROCEEDS HEREOF. RECOVERY HEREUNDER BY THE DEBTOR SHALL NOT EXCEED AMOUNTS PAID BY THE DEBTOR HEREUNDER. 7. PROPERTY INSURANCE, TAXES AND I;EES -- You must maintain property insurance on all property that you give as security under the Plan. You may purchase t~e property insurance from anyone you choose who is acceptable to the Credit Union. The amount and coverage of the property insurance must be acceptable to us. You may provide the property insurance through a policy you already have, or through a policy you get and pay for. You promise to make the insurance policy payable to us and to deliver the policy or proof of coverage to us if asked to do so. If you cancel your insurance and get a refund, we have a right to the refund. If the property is lost or damaged, we can use the insurance settlement to repair the property or apply it towards what you owe. You authorize us to endorse any draft or check which may be payable to you in order for us to collect any refund or benefits due under your insurance policy. You also promise to pay all taxes and fees (like registration fees) due on the property. If you do not pay the taxes or fees on the property when due or keep it insured, we may pay these obligations, but we are not required to do so. Any money we spend for taxes, fees or insurance will be added to the unpaid balance of the advance and you will pay interest on those amounts at the same rate you agreed to pay on the advance. We may receive payments in connection with the insurance from a company which provides the insurance. We may monitor our loans for the purpose of determining whether you and other borrowers have complied with the insurance requirements of our loan agreements or may engage others to do so. The insurance charge added to the advance may include (1) the insurance company's payments to us and (2) the cost of determining compliance with the insurance requirements. If we add amounts for taxes, fees or insurance to the unpaid balance of the advance, we may increase your payments to pay the amount added within the term of the insurance or approximate term of the advance. 8. NOTICE -- If you do not purchase the required property insurance, the insurance we may purchase and charge you for will cover only our interest in the property. The insurance will not be liability insurance and will not satisfy any state financial responsibility or no fault laws. 9. DEFAULT -- You will be in default if you break any promise you make under this agreement. You will also be in default if you are in default under the Plan. If you are pledging property, but have not signed the Plan, you will be in default if anyone is in default who has signed the Plan. 10. WHAT HAPPENS IF YOU ARE IN DEFAULT -- The following paragraph applies to borrowers in Colorado, District of Columbia, Iowa, Kansas, Maine, Massachusetts, Missouri, Nebraska, West Virginia and state chartered credit unions lending to South Carolina borrowers. When you are in default and after expiration of any right you have under applicable state law to cure your default, we can demand immediate payment of the entire unpaid balance under the Plan without giving you advance notice. The following paragraph applies to borrowers in all other states and federally chartered credit unions lending to South Carolina borrowers. When you are in default, we can require immediate payment (acceleration) of the entire unpaid balance under the Plan. You waive any right you have to demand for payment, notice of intent to accelerate and notice of acceleration. (Continued on next page) _ ...... ...._.... ~~^.on 'M^ 0' D. 0" 00 OR 00 ?onn n? All RIGHTS RESERVED CREDIT UNION COPY VXX065 (LASER) Member Inquiry blninq OaaaaadaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaQ o Member#: 13863 Name: GEHRt RUBY I CR Score: 0 OCredit Card: ATM?: Voice?: N SB?: NO oSocial Sec#: 177-42-4957 Birth: 06/18/19490 Oaaaaaaaaaaaaaaaaaaaaaaa Loan Inquiry For Member# 13863 aaaaaaaaaaaaaaaaaaaaaaaQ 01: Loan Description Balance FQ ST Pmt Amt Due Date Last Tran Code 0 02: Yr/Make/Model Payoff Fee Delq Amt Last Int Int Due CP CL DSo oaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaao o 1 Mobile Home 36935.32 M 488.12 07/05/2007 07/01/2007 lv 0 o 2001 FLET ANNY 37376.33 488.12 07/01/2007 441.01 11 0 o 2 Title & Com .00 M c 228.46 08/31/2004 08/31/2004 10 0 o 1998 CHEV BLAZER .00 08/31/2004 11 0 o 5 Comaker 6302.72 m 173.71 02/28/2007 06/01/2007 lv 0 o 6576.55 20.00 849.16 06/01/2007 253.83 06 0 o o o o o o o 0 aaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaai (F4) Exit (S)hares (H)ist (D)et (E)ff Dt (C)omak P(L)edge C(O)llat (P)romo ob number is: 678 Loan Balance Inquiry SVCU N m ~ o z j ~ ffi EJCtilBIT 8