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HomeMy WebLinkAbout10-24-07 IN RE: ESTATE OF EUGENE L. KEEFE, : REGISTER OF WILLS OF : CUMBERLAND COUNTY, PENNSYL VANIA j".." : NO. 169 of 2005 0 CCi SO =-TJ ., .-.- ,.,..~, PETITION FOR AMENDED ORDER ':./,1 1'.) .0:-- <.,. J ,- ") AND NOW comes Mary Anne Beattie, Administratix of the Estate ofEugeldt. K~fe, . -. --1 C::"J by and through her counsel, Mark A. Mateya, Esquire and in support avers the following: t~ 1. The decedent, Eugene Lawrence Keefe, died intestate on November 20, 2004. 2. Mary Anne Beattie was appointed Administratrix by the Cumberland County Register of Wills on February 23, 2005. 3. An Inheritance Tax Return was filed with the Pennsylvania Department of Revenue and was accepted as filed on September 23,2005. 4. A formal accounting was filed with this Honorable Court on May 18,2007. A copy of the Accounting is attached hereto as Exhibit "A" and is incorporated herein by reference. 5. An Order of Court was issued on June 19,2007, confirming the accounting in accordance with the proposed schedule of distribution. A copy of the Order of June 19,2007, is attached hereto as Exhibit "B" and is incorporated herein by reference. 6. The decedent was indebted to various creditors having filed claims against the Estate as follows: a. Citibank South Dakota) NA in an amount of $6,869.03 b. Citicorp Credit Service in an amount of$8,057.88; c. GMAC (General Motor Acceptance Corp) in an amount of $6,796.84. 7. After the filing of the Accounting and the Order entered hereinabove, it was learned that the decedent's mother, Emelia C. Keefe, presently residing at 114 Patricia Drive, Newark DE, personally paid for the decedent's funeral bill to Rothermel & Videon Funeral Home in an amount of$7,805.00. Ms. Keefe should be reimbursed by the estate for the decedent's funeral bill in the amount of $7,805.00. A copy of the paid invoice to Rothermel & Videon Funeral Home is attached hereto as Exhibit "C" and is incorporated herein by reference. 8. Decedent's estate has principal receipts in the amount of $7,246.43, which is insufficient to refund the amount owed to Emelia C. Keefe as repayment for the decedent's funeral bill and to also pay all of the aforementioned creditors. 9. Pursuant to the 20 Pa. C.S.A. ~3392 regarding classification and order of payment, claims shall be paid in the following order: a. The costs of administration b. The family exemption c. The costs of the decedent's funeral and burial d. The cost of a grave marker e. Rents for occupancy of the decedent's residence for six months immediately prior to his death f. Claims by the Commonwealth and the political subdivisions of the Commonwealth g. All other claims. 9. The aforementioned creditors fall within the final category of "All other claims". WHEREFORE, Mary Anne Beattie, Administratrix respectfully requests that this Honorable Court issue an Amended Order for the payment of the funeral bill payable to Emelia C. Keefe, in the amount of $7,246.43 and that the funds are insufficient to pay the claims filed by the following creditors Citibank, Citicorp Credit Service and GMAC. Respectfully submitted, Date: 10/'7--7/((;7 ~A,~ Mark A. Mateya, Esquire Attorney ID No. 78931 P.O. Box 127 Boiling Springs, P A 17007 (717) 241-6500 (717) 241-3099 Fax CERTIFICATE OF SERVICE I, Mark A. Mateya, Esquire, hereby certify that I have served a copy of the attached document, on the following person(s) by depositing a true and correct copy ofthe same in the United States Mail, first class, postage prepaid, at Boiling Springs, Cumberland County, Pennsylvania addressed to: Mary Anne Beattie 114 Patricia Road Newark DE 19713 Emelia C. Keefe 114 Patricia Road Newark DE 19713 Thomas F. Keefe 2236 Laurel Hill Drive Eugene OR 97403 Citicorp Credit Services Inc C/O Balogh Becker L TD 4150 Olson Memorrial HWY #200 Minneapolis MN 55422 Citibank (South Dakota) NA 7930 NW 11 oth Street Kansas City MO 64153 GMAC PO Box 7041 Troy MI 48807 UA" Mark A. Mateya, Es P.O. Box 127 Boiling Springs, PA 17007 (717) 241-6500 DA TED: ID l 'Ul-I07 ceo ~'r FORMAL FIRST AND FINAL ACCOUNT OF MARY ANNE BEA TTIE. ADMINISTRATOR FOR THE ESTATE OF EUGENE LAWRENCE KEEFE DATE OF DEATH: DATE OF ADMINISTRATOR'S APPOINTMENT DATE OF FIRST ADVERTISEMENT ACCOUNTING PERIOD: November 20, 2004 February 23, 2005 September 14, 2005 February 23, 2005 through May 1,2007 SUMMARY Principal Receipts Principal Disbursements Disbursements to Beneficiaries Total Principal $ 7,246.43 $ $ 0.00 $ Income Receipts $ Balance available for distribution 1 7,246.43 Proposed Distribution: It is respectfully requested that distribution to all unpaid claimants be determined by this Honorable Court. Unpaid Claimants having filed a Claim are as follows: Citibank $ Citicorp Credit Service $ GMAC $ (. .) . , -c) I (.u ~ -'-' -.., (,) 1" .r:- C:.J PRINCIPAL RECEIPTS Wachovia Bank Account No. 1014085956203 Wachovia Bank - Account No. 1000055550245 Miscellaneous Personal Property Rite Aid - Final paycheck 1,292.54 3,927.89 1,500.00 1,389.00 Total Principal Receipts $8,109.43** ** This amount presently held in the Estate Checking account has been reduced by the fees paid to Attorney Mark A. Mateya and Cumberland County Register of Wills in the total amount of $863.00 leaving a balance available for distribution of $7,246.43. PRINCIPAL DISBURSEMENTS Debts of Decedent Citibank (South Dakota) NA Citicorp Credit Service *GMAC (General Motors Acceptance Corp) Omnium (Household Bank) Administrative Exoenses Cumberland County Register of Wills - Probate Fee Cumberland County Law Journal - Advertisement of Estate Mark A. Mateya, Esquire - Legal Fees Ralph V. Estep - Tax Preparation Rothermel Funeral Home Cumberland County Register of Wills - Filing Fee for 100. Tax Return Cumberland County Register of Wills - Filing Fee for Formal Acct. Total Expenses * 6,869.03 8,057.88 6,796.84 207.62 76.00 75.00 750.00 125.00 7,805.00 15.00 113.00 $30,890.37 GMAC took possession of the vehicle. The balance owed on the account was $19,366.20. The vehicle was sold for $13,000.00 leaving a balance due of $6,366.20, plus expenses associated with the repossession in the amount of $430.64 for a total due of $6,796.84.. INCOME RECEIPTS None Total $0.00 PRIOR DISTRIBUTIONS TO BENEFICIARIES None PROPOSED SCHEDULE OF DISTRIBUTION It is respectfully requested that distribution to all unpaid claimants be determined by this Honorable Court. Unpaid Claimants having filed a Claim in the Estate of Eugene Keefe are as follows: Citibank (South Dakota) NA Citicorp Credit Service GMAC (General Motor Acceptance Corp) $6,869.03 $8,057.88 $6,796.84 Mary Anne Beattie, Administratrix of the Estate of Eugene Keefe, deceased, hereby declares under oath that she has fully and faithfully discharged the duties of her office, that the foregoing First and Final Account is true and correct and fully discloses all significant transactions occurring during the accounting period. ~~AVJ~ Mary nne BeattIe Administratrix Subscribed and sworn to by Mary Anne Beattie, before me this _ day of ,2007. Notary Public My Commission Expires: PROOF OF PUBLICATION OF NOTICE IN CUMBERLAND LAW JOURNAL (Under Act No. 587, approved May 16, 1929), P. L.1784 COMMONWEALTH OF PENNSYL VANIA SS. COUNTY OF CUMBERLAND Lisa Marie Coyne, Esquire, Editor of the Cumberland Law Journal, of the County and State aforesaid, being duly sworn, according to law, deposes and says that the Cumberland Law Journal, a legal periodical published in the Borough of Carlisle in the County and State aforesaid, was established January 2, 1952, and designated by the local courts as the official legal periodical for the publication of all legal notices, and has, since January 2, 1952, been regularly issued weekly in the said County, and that the printed notice or publication attached hereto is exactly the same as was printed in the regular editions and issues of the said Cumberland Law Journal on the following dates, VIZ: September 23, 30, October 7,2005 Affiant further deposes that he is authorized to verify this statement by the Cumberland Law Journal, a legal periodical of general circulation, and that he is not interested in the subject matter of the aforesaid notice or advertisement, and that all allegations in the foregoing statements as to time, place and character of publication are true. Keefe, Eugene L., dec'd. Late of the Borough of Mechan- icsburg. Admln1stratrlx: Mary Anne Beattle, c/o Jane Adams, Esquire, 64 S. Pitt St., Carlisle, PA 17013, (717) 245-8508. Attomey: Jane Adams, Esquire, 64 S. Pitt St., Carlisle, PA 17013, (717) 245-8508. SWORN TO AND SUBSCRIBED before me this 7 day of October. 2005 NOTARIAL SEAL LOIS E. SNYDER, Notary Public Carlisle Boro, Cumberland County My Commission Expires March 5. 2009 PROOF OF PUBLICATION State of Pennsylvania, County of Cumberland Tanuny Shoemaker, Classified Advertising Manager, of The Sentinel, of the County and State aforesaid, being duly sworn, deposes and says that THE SENTINEL, a newspaper of general circulation in the Borough of Carlisle, County and State aforesaid, was established December 13th, 1881, since which date THE SENTINEL has been regularly issued in said County, and that the printed notice or publication attached hereto is exactly the same as was printed and published in the regular editions and issues of,THE SENTINEL on the following day(s) I September 14, 21,28, 2005 COPY OF NOTICE OF PUBLICATION ~'N.QDg, Letters of Administration of the Estate of EUGENE L. KEEFE, deceased, late of the Borough of MechanlcsbUlll, Cumberland County, Pennsylvania, date of death, November 20, 2004, have been granted ~.:.to Mary Anne Beattie, represented by Jane Adams, Esquire, 84 S. Pitt St., Carlisle, Pa 17013, (717) , 245-8508. All persons having claims against the estate '..," are requested to present them In writing and all persons Indebted to the estata to make payment to It In cara of the Attorney noted above. Affiant further deposes that he/ she is not interested in the subject matter of the aforesaid notice or advertisement, and that all allegations in the foregoing statement as to time, place and character of z:~~ Sworn to and subscribed before me this 28th. day of September, 2005. C--lUJdi/.fv If. W1,p. , NotaryP .c My commission expires:q f /0 f COMMONWEALTH OF PENNSYLVANIA Notarial Seal Christina L Wolfe, Notary Public Carlisle Boro. Cumber1and County My CorMlission Expires Sept 1, 2008 Member, Pennsylvania Association Of Notaries , , C5 (.t:- , UJ :::~_ ~::x:: :"J_ . ,~~~) ;? Cj"~~ B 1008898 REGISTER OF WILLS OF Cumberland COUNTY BOND AND SURETY FOR PERSONAL REPRESENTATIVE KNOVf ALL BY THESE PRESENTS, Th.at MarvAnneBeattie 114 Patricia Road Newark. DE 19713 40 Wantaee Avenue Branchville, NJ 07890 as principal (s) and Selective Insurance Company of America as surety (sureties) are held and firmly bound unto the Commonwealth of Pennsyl- vania in the sum of. Ten Thousand Dollars ($10,000.00) to be paid to the Commonwealth, for which payment we do bind ourselves, jointly and severally, our"heirs, executors, administrators and successors, the condition of this obligation being that if Mary Anne Beattie as (state fiduciary capacity) Administratrix of the estate of Eugene L. Keefe, Jr. , deceased. or any of them, shall well and truly administer the estate according to Jaw, then this obligation shall be void as to the personal representative or representatives who shall so administer the estate and his or their surety or sureties; but otherwise it shall remain in full force. Signed and sealed this 14th day of intending to be.legally bound he~eby. February 2005 I each Mary Anne Beattie ~'i 0<Y/-~~ (Scal) (Seal) (Seal) :";:) C'J ~ Lt.. ~:::: (Seal) c,~ (Sa;:;l) '"',r- t~_ i':'~> . ". ~ . c... ~.. '..d cC) ...../ ......:--. -'.~ ...-. Co.:" L.:~j I. .:"..~ ~i; t.:'.1 c:.. :-"::1 :.~'~ .. c6' ~ MATEYA LAW FIRM A PROFESSIONAL CORPORATION P.O. Box 127 Boiling Springs, Pa 17007 Phone: 717-241-6500 Fax 717-241-3099 www.mateyalaw.com "\ ~" "\ :, :' '~-', t Mary Anne Beattie 114 Patricia Road Newark DE 19713 May 11, 2007 Re: Estate of Eugene Lawrence Keefe Dear Ms. Beattie, Please take Notice that a Petition for Proposed Distribution for the above-referenced Estate has been submitted to the Orphan's Court of Cumberland County, Pennsylvania, for distribution. The audit/confirmation will be as follows: Date: June 19,2007 Last Date to File Objections June 19, 2007 by 9:00 a.m. Eastern Time Place Cumberland County Orphan's Court One Courthouse Square Carlisle, P A 17013 If you have any objections to the attached accounting, you should file an objection with the Register of Wills Office at the address listed above. Sincerely, MAM/aa Enclosure Mark A. Mateya, Esq. mam@mateyalaw.com Leave a Legacy c6. ~ MATEYA LAW FIRM A PROFESSIONAL CORPORATION \ j '\,\:1 '-... . .. .. , 'I. , P.O. Box 127 Boiling Springs, Pa 17007 Phone: 717-241-6500 Fax 717-241-3099 www.mateyalaw.com EmeIia C. Keefe 114 Patricia Drive Newark DE 19713 May 11, 2007 Re: Estate of Eugene Lawrence Keefe Dear Ms. Keefe, Please take Notice that a Petition for Proposed Distribution for the above-referenced Estate has been submitted to the Orphan's Court of Cumberland County, Pennsylvania, for distribution. The audit/confirmation will be as follows: Date: June 19, 2007 Last Date to File Objections June 19,2007 by 9:00 a.m. Eastern Time Place Cumberland County Orphan's Court One Courthouse Square Carlisle, PA 17013 If you have any objections to the attached accounting, you should file an objection with the Register of Wills Office at the address listed above. Sincerely, MAM/aa Enclosure Mark A. Mateya, Esq. mam@mateyalaw.com Leave a Legacy Thomas F. Keefe' 2236 Laurel Hill Drive Eugene OR 97403 \ L\\ :1: , , , \ . c6' 1SJ) MATEYA LAW FIRM A PROFESSIONAL CORPORATION P.O. Box 127 Boiling Springs, Pa 17007 Phone: 717-241-6500 Fax 717-241-3099 www.mateyalaw.com May 11, 2007 Re: Estate of Eugene Lawrence Keefe Dear Mr. Keefe, J...... . Please take Notice that a Petition for Proposed Distribution for the above-referenced Estate has been submitted to the Orphan's Court of Cumberland County, Pennsylvania, for distribution. The audit/confirmation will be as follows: Date: Last Date to File Objections Place June 19,2007 June 19,2007 by 9:00 a.m. Eastern Time Cumberland County Orphan's Court One Courthouse Square Carlisle, P A 17013 If you have any objections to the attached accounting, you should file an objection with the Register of Wills Office at the address listed above. MAM/aa Enclosure Sincerely, Mark A. Mateya, Esq. mam@mateyalaw.com Leave a Legacy OS. ~ MATEYA LAW FIRM A PROF~SSIONAL CORPORATION P.O. Box 127 Boiling Springs, Pa 17007 Phone: 717-241-6500 Fax 717-241-3099 www.mateyalaw.com \ ; '\ '\ :\ , ',"'-. l ". Citicorp Credit Services, Inc C/O Balogh Becker L TD 4150 Olson Memorial Hwy #200 Minneapolis MN 55422 May 11, 2007 . . . Re: Estate of Eugene Lawrence Keefe To Whom it May Concern, .' Please take Notice that a Petition for Proposed Distribution for the above-referenced Estate has been submitted to the Orphan's Court of Cumberland County, Pennsylvania, for distribution. The audit/confirmation will be as follows: Date: June 19,2007 Last Date to File Objections June 19,2007 by 9:00 a.m. Eastern Time Place Cumberland County Orphan's Court One Courthouse Square Carlisle, P A 17013 If you have any objections to the attached accounting, you should file an obje~tion with the Register of Wills Office at the address listed above. Sincerely, MAM/aa Enclosure Mark A. Mateya, Esq. mam@mateyalaw.com Leave a Legacy c6. 15b MATEYA LAW FIRM A PROFESSIONAL CORPORATION P.O. Box 127 Boiling Springs, Pa 17007 Phone: 717-241-6500 Fax 717-241-3099 www.mateyalaw.com \ ~:\ \ I; .. . . \. May 11, 2007 Citibank (South Dakota) NA 7930 NW 11 oth Street Kansas City MO 64153 Re: Estate of Eugene Lawrence Keefe To Whom it May Concern, . Please take Notice that a Petition for Proposed Distribution for the above-referenced Estate has been submitted to the Orphan's Court of Cumberland County, Pennsylvania, for distribution. The audit/confirmation will be as fo1l0ws: Date: June 19,2007 Last Date to File Objections June 19, 2007 by 9:00 a.m. Eastern Time Place Cumberland County Orphan's Court One Courthouse Square Carlisle, P A 17013 If you have any objections to the attached accounting, you should file an objection with the Register of Wills Office at the address listed above. Sincerely, Mark A. Mateya, Esq. mam@mateyalaw.com MAM/aa . Enclosure Leave a Legacy c0. &> MATEYA LAW FIRM A PROFESSIONAL CORPORATION P.O. Box 127 Boiling Springs, Pa 17007 Phone: 717-241-6500 Fax 717-241-3099 www.mateyalaw.com \ ~_\ \ I ~ . " GMAC PO Box 7041 Troy MI 48807 May 11, 2007 Re: Estate of Eugene Lawrence Keefe To Whom it May Concern, Please take Notice that a Petition for Proposed Distribution for the above-referenced Estate has been submitted to the Orphan's Court of Cumberland County, Pennsylvania, for distribution. The audit/confirmation will be as follows: Date: June 19,2007 Last Date to File Objections June 19, 2007 by 9:00 a.m. Eastern Time Place Cumberland County Orphan's Court One Courthouse Square Carlisle, PA 17013 If you have any objections to the attached accounting, you should file an objection with the Register of Wills Office at the address listed above. Sincerely, MAM/aa Enclosure Mark A. Mateya, Esq. mam@mateyalaw.com Leave a Legacy COMMONWEAL TH OF PENNSYL VANIA COUNTY OF CUMBERLAND SS: JUNE 19, 2007 I, Glenda Farner Strasbaugh, Register for probate of Wills and granting Letters of Administration for the County of Cumberland, in the Commonwealth of Pennsylvania, do hereby certify the foregoing to be true and accurate copies of the FIRST AND FINAL ACCOUNT OF MARY ANNE BEATTIE, ADMINISTRATOR FOR THE EST A TE OF EUGENE LAWRENCE KEEFE, LATE OF LOWER ALLEN TOWNSHIP, CUMBERLAND COUNTY, PENNSYLVANIA, DECEASED. as the same were passed and advertised and remain on file and of record in this office. IN TESTIMONY WHEREOF, I have hereunto set my h~~ the ate ahove. Glenda Farner Strasbaugh, Register of ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ NOW TO WIT, JUNE 19,2007 came into Court MARY ANNE BEATTIE, ADMINISTRATOR and presented an account and statement of proposed distribution, which were examined, passed, approved, and confirmed with a balance in his hands of $ 7,246.43 and the accountant was directed to distribute said balance in accordance with the statement of distribution filed. Gle~tr=~~s'Court ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ COMMONWEALTH OF PENNSYLVANIA SS: COUNTY OF CUMBERLAND I, Glenda Farner Strasbaugh, Clerk of the Orphans' Court, in and for said County, do hereby certify the foregoing to be a true copy of the account and statement of proposed distribution of MARY ANNE BEATTIE, ADMINISTRATOR. as full and entire as the same remain on file and record in this office. IN TESTIMONY WHEREOF, I have hereunto set my hand and official seal at Carlisle, this 19th day of June, 2007. Docket No: 21-2005-0169 k",,4 .~.d~ Glenda Farner Strasbaugh, Clerk of the Orphans' Court - I~~t:k COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNYSLVANIA ORPHANS' COURT DIVISION Docket No: 21-2005-0169 INRE: FIRST AND FINAL ACCOUNT OF MARY ANNE BEATTIE, ADMINISTRATOR FOR THE ESTATE OF EUGENE LAWRENCE KEEFE, LATE OF LOWER ALLEN TOWNSHIP, CUMBERLAND COUNTY, PENNSYL VANIA, DECEASED. AND PETITION FOR ADJUDICATION/STATEMENT OF PROPOSED DISTRIBUTION ORDER OF COURT AN NOW, this 19th day of June, 2007, the herein account is confirmed absolutely and distribution is decreed in accordance with the proposed schedule of distribution herewith. BY THE COURT, (2 cc:;:,S ..:_~' ..--;.\ 10/t8/200? 08:18 3024533028 DTee STANTON HR PAGE 02/02 SPENCERT. VIDEON FUNERAr. HOME (610) 259-2200 ROTHERMEL · VIDEON · GIVNISH FUN ERA L H 0 M E GARREIT ROAD AT SJfAOELANO AVENUE DREXEL HILL. PA 19026-2393 57 soum EAGLE R,OAD HA VERTOWN, PA 19083.3314 Michacl1. Givni~h. Sllpel'Yisor David E. Sucbllrfild. SUpc:rviMlf (610) 446-8897 MJ'R. Emeti.a Keefe 211 Wilde Avenue Drexel Hm, PA.19026 FOR THE FUNERAL SERVICE A."ID INTERMENT OF: EUCENE L. KEEP't, SR., Augu'lt 1'7, 1.996 PR.OmSIONAL SERVICES CHARGE: OnIER STAFF 8< RELATED FACILITIES CHA.RGE: TRANSPORTATION CHARGE: 2,025.00 525.00 005.00 MERCHANDISE: SUTTERBRONZ~StTTTER Batesville, Sutter Bronze/Suttel', 1 g c;.,.uge, MonCJBe.a1, Steel Ca.\llcet, Champagne Sovereign Velvet Interior With Matclling Pillow and Comforcer. CONTINeNTAL WiJbet't. Continental, Concrete Burial Vault with Nan'le Plate. Reg;iRtI:r :Book Acknowledgement CartU; Memorial FoldEl'!I !l1oriU An-lI.ngemeJl.ts CIothing 2,895.00 l,39!:i.00 40.00 15.00 25.00 S25.00 225.00 ------------~----- Total FunEral Charge!l T,.l:!lII: Discounts 8,:3'15_00 167.50 Net Funeral Charges 8,20'7.50 CASH DISBURSEM!N'!S: Cemetery c~ Clergy/Cb\1l'(",h OrganistlSoloi..~xton C.ertified Copies PhiJadclphia Inquirer Altar Boys 700.00 100.00 100.00 24.00 179.74 20.00 ------------------ Total Cash Disbursatlents 1,123.74 -------~---------- Balance Deparit/Pnyment!l 9,331.24 -9,SlH_21 Balance: Due 0.00 u"'",,,,," PAID IN FULL "''''***''' TIiANK YOU "'''''''** r,&~)m.~