HomeMy WebLinkAbout10-25-07
G \ ~D (J~\. q~
IN THE COURT OF COMMON PLEAS OF
CUMBERLANDCOUNTY,PENNSYLVAN~
ORPHANS' COURT DIVISION
NO. 21-06-0526
1111111111111111111111111111111111111111111111111111111111I11111111111111111111I1111
ESTATE OF DORIS A. ZEIGLER, DECEASED
LATE OF SOUTH MIDDLETON TOWNSHIP, CUMBERLAND COUNTY
I111111IIII11111111111 III II II i IIIII1 J IIII1111 [11111 J III II III II II J 1111111111111111111
FIRST AND FINAL ACCOUNT OF
LEANN M. ZEIGLER, ADMINISTRATRIX
111111111111111111111111111111111111111111111111111111111111111III11I1111111111I1111
Date of Death: April 27, 2006
Letters of Administration Granted: June 13, 2006
First Advertisement of Grant of Letters: 2006
GROSS ESTATE: (Total of Income and Principal Receipts)
$
180,031.92
SUMMARY AND INDEX
PRINCIPAL
Receipts
Advanced Loan Funds paid to Estate for Expenses
Adjusted Balance
Less Estate Expense and Debt Disbursements
Less Reserves for Unpaid Expenses
Adjusted Balance
Less Repayment of Advanced Loan Funds
Balance before Distributions
Distribution to Beneficiaries of Property
Principal Balance RemainiI:
INCOME
Receipts
Income on Investments
Less Disbursements
Balance before Distributions
Cash Distribution to Beneficiaries
Income Balance Remainin
Advanced Loan Funds Not Previously Repaid
Proposed Cash Distributions to Beneficiaries
Total on Hand (reseroes alreatfy deducted)
Difference
$ 180,031.92
$ 93,040.00
$ 273,071.92
$ (22,819.76) " '~
,
$ (9,150.00)
$ 241,102.16
f'- -,
....1
$ (57,391.74)
$ 183,710.42
---i r-,...
$ 180,031.92 en
$ 3,678.50
$
$
$
$
$
$
$
35,648.26
$
$
3,678.50
$
(31,969.76)
PRINCIPAL RECEIPTS
1 121 West Hunter Road, South Middleton Twp. (Per Appraisal)
2 Member's 1st FCU - Checking Account
3 Member's 1st FCU - Savings Account
4 2003 Chevrolet Malibu (Value Per Kelly Blue Book)
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
$ 170,000.00
$ 79.50
$ 152.42
$ 9,800.00
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
TOTAL PRINCIPAL RECEIPTS: $ 180,031.92
2
PRINCIPAL CONVERSIONS INTO CASH
Inventoried a $
Commissions/Fee $
Net Proceed: $
Inventoried a $
Commissions/Fee $
Net Proceed: $
Inventoried a $
Commissions/Fee $
Net Proceed: $
Inventoried a $
Commissions/Fee $
Net Proceed: $
Inventoried a $
Commissions/Fee $
Net Proceed: $
Inventoried a $
Commissions/Fee $
Net Proceed: $
Inventoried a $
Commissions/Fee $
Net Proceed: $
3
GAIN
LOSS
Inventoried a $
Commissions/Fee $
Net Proceed: $
Inventoried a $
Commissions/Fee $
Net Proceed: $
Inventoried a $
Commissions/Fee $
Net Proceed: $
Inventoried a $
Commissions/Fee $
Net Proceed: $
Inventoried a $
Commissions/Fee $
Net Proceed: $
NET LOSS ON CONVERSIOT'
3
$
$
$
PRINCIPAL DISBURSEMENTS
Funds Advanced to Estate by Leann M. Zeigler
Date NumbeJ
6/13/2006
08/15/2006
08/25/2006 1001
08/25/2006 1002
08/25/2006 1003
08/25/2006 1004
08/25/2006 1005
08/25/2006 1006
08/25/2006 1008
08/25/2006 1009
08/25/2006 1010
08/25/20061011
08/25/2006 1012
08/28/2006 1013
08/31/20061014
09/08/2006 1015
09/18/2006 1016
09/22/2006 1017
09/27/2006 1018
09/27/20061019
10/23/2006 1020
10/23/2006 1021
10/23/2006 1022
10/25/2006 1023
11/22/20061024
11/22/2006 1025
11/22/2006 1026
12/22/2006 1027
12/22/2006 1028
12/22/20061029
01/02/2007 1030
01/24/2007 1032
01/24/2007 1033
01/31/2007 1034
02/02/2007 1035
02/13/2007 1036
02/22/2007 1038
02/23/2007 1037
02/26/2007 1039
03/23/2007 1040
03/23/2007 1041
03/23/2007 1042
03/23/2007 1043
04/18/2007 1044
04/26/2007 1045
04/26/2007 1046
04/26/2007 1047
04/27/2007 1048
04/27/2007 1049
Register of Wills - Probate Fees
Sovereign Bank fee for checks
Wolf & Wolf - Estate Advertising
Cumberland Law Journal
State Farm Insurance - Hazard Insuranl
Beneficial- Mortgage PaymeI
Beneficial - Line of Credit payme
Countrywide Home Loans - Mortg~
Vivian Coy - Property T aJl
Judy Campbell, Tax CoIled
Ewing Brothers Funeral Home
Cumberland Valley Memorial Gardens
Allied Interstate, Inc. - Medical bill
Francis H. Del Duca - Legal Fet
F &MTrus
Countrywide Home Loans - Mortg~
Wolf & Wolf - Overnight mail expenses
Beneficial - Line of Credit payme
Beneficial - Mortgage PaymeI
Zeigler, Leann M - Family Exemption
Zeigler, Leann 1
Beneficial - Mortgage PaymeI
Beneficial - Line of Credit payme
Countrywide Home Loans - Mortg~
Beneficial - Line of Credit payme
Countrywide Home Loans - Mortg~
Beneficial - Mortgage PaymeI
Beneficial - Line of Credit payme
Beneficial - Mortgage PaymeI
Countrywide Home Loans - Mortg~
F &MTrus
Countrywide Home Loans - Mortg~
Beneficial - Line of Credit payme
Beneficial - Mortgage PaymeI
Zeigler, Leann 1
Zeigler, Leann 1
Countrywide Home Loans - Mortg~
Wolf & Wolf - Attorneys Fees
Zeigler, Leann 1
Diversified Appraisal Services
Beneficial - Mortgage PaymeI
Beneficial - Line of Credit payme
Countrywide Home Loans - Mortg~
Zeigler, Leann 1
Countrywide Home Loans - Mortg~
Beneficial - Line of Credit payme
Beneficial - Mortgage PaymeI
Vivian Coy - Property T aJl
Judy Campbell- Property Ten
4
$ 93,040.00
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
(190.00)
(19.35)
(173.33)
(75.00)
(645.00)
(3,576.90)
(1,939.10)
(1,164.93)
(887.97)
(2,042.42)
(4,067.60)
(1,100.00)
(200.00)
(75.00)
(2,226.40)
(9,929.26)
(38.38)
(300.00)
(596.15)
(3,000.00)
(1,000.00)
(1,000.00)
(300.00)
(1,164.93)
(300.00)
(1,164.93)
(596.15)
(300.00)
(596.15)
(1,164.93)
(644.08)
(1,164.93)
(300.00)
(596.15)
(750.00)
(300.00)
(1,164.93)
(8,500.00)
04/27/2007 1050 Wolf & Wolf - Copy costs - Recorder of Deeds $ (2.00)
OS/26/2007 1051 Countrywide Home Loans - Mortg~ $ (1,164.93)
OS/26/2007 1052 Beneficial - Mortgage Paymel $ (596.15)
OS/26/2007 1053 Beneficial - Line of Credit payme $ (300.00)
06/04/2007 1054 F & M Trus $ (956.50)
06/08/2007 1056 Zeigler, Leann ~ $ (1,000.00)
06/08/2007 1055 State Farm Insurance - Hazard Insuran, $ (622.00)
06/13/2007 1057 Zeigler, Leann ~ $ (1,000.00)
06/14/2007 1058 Register of Wills - Inheritance Tax Return $ (15.00)
06/28/2007 1060 Beneficial - Mortgage Paymel $ (596.15)
06/28/2007 1059 Countrywide Home Loans - Mortg~ $ (1,164.93)
07/27/2007 1062 Beneficial - Mortgage Paymel $ (600.00)
07/27/2007 1063 Countrywide Home Loans - Mortg~ $ (1,164.93)
08/07/2007 1064 Register of Wills - Probate $ (125.00)
08/24/2007 1065 Beneficial - Mortgage Paymel $ (596.15)
08/24/2007 1066 Countrywide Home Loans - Mortg~ $ (1,164.93)
08/24/2007 1067 Judy Campbell - Property T aJi $ (1,660.48)
08/24/2007 1068 Vivian Coy - Property Tax $ (746.07)
09/21/2007 1070 Beneficial - Mortgage Paymel $ (596.15)
09/21/2007 1069 Countrywide Home Loans - Mortg~ $ (1,164.93)
10/22/2007 1071 Beneficial - Mortgage Paymel $ (596.15)
10/22/2007 1072 Countrywide Home Loans - Mortg~ $ (1,164.93)
TOTAL PRINCIPAL DISBURSEMENTS $ (80,211.50)
Payments for Estate Expenses (Bold Items Abov $ 18,105.6~
Authorized Payments of BiJ $ 4,714.1C
Subtotal Estate Expenses and Debt Payments $ (22,819.76)
Reserves for Unpaid Expenses
Register of Wills Filing fet $ (180.00)
Wolf & Wolf, Attorneys at Law (Attorney's F $ (8,500.00)
Misc Cost! $ (470.00)
Subtotal Reserves $ (9,150.00)
TOTAL PRINCIPAL DISBURSEMENTS PLUS RESERVES $ (31,969.76)
Direct Reimbursement of Loan funds to Llv $ 7,850.0C
Reimbursement (Payment on Mortgage - Countryw $ 26,238.2~
Reimbursement (Payment on Mortgage - Benefic $ 12,330.7C
Reimbursement (Household Expense $ 7,145.7~
Reimbursement (payment on Car Loan - F & M Tr $ 3,826.9~
Subtotal Reimbursements of Funds Advanced $ (57,391.74)
TOTAL PRINCIPAL DISBURSEMENTS LESS REIMBURSEMENTS & RESERVES $ (22,819.76j
4
PRINCIPAL DISTRIBUTIONS TO BENEFICIARIES
TO: Leann M. Zeigle
121 West Hunter Road, South Middleton Towm
*Transferred subject to Decedent's Mortgage w.
principal Balance of $171,572.87 as of September 12, 2C
2003 Chevrolet Malibu (Value Per Kelly Blue Bo
Member's 1st FCU - Checking ACCOl
Member's 1st FCU - Savings Accou
TOTAL PRINCIPAL DISTRIBUTIO]
5
$
$
$
$
$
$
$
$
$
$
$
$
$
170,000.OC
9,800.0C
79.50
152.42
$ 180,031.92
DATE
PRINCIPAL INVESTMENTS
INVESTMENT
Invested $
Commissions/Fee: $
Proceeds $
Invested $
Commissions/Fee: $
Proceeds $
Invested $
Commissions/Fee: $
Proceeds $
Invested $
Commissions/Fee: $
Proceeds $
Invested $
Commissions/Fee: $
Proceeds $
Invested $
Commissions/Fee: $
Proceeds $
Invested $
Commissions/Fee: $
Proceeds $
NET LOSS ON INVESTMENTS
6
GAIN
$
LOSS
$
$
INCOME DISTRIBUTIONS TO BENEFICIARIES
None
,
te DAn 111-#:1 ~ J
Leann M Zeigler, Adminis .
COMMONWEAL1H OF PENNSYLVANIA
COUNtY OF CUMBERLAND
: SS
Leann M Zeigler, Administratrix of the Estate of Doris A Zeigler, Deceased, being duly sworn according to law,
deposes and says that the Account as stated is true and correct and that the Grant of Letters and first complete
advertisement thereof occurred more than six (6) months before the filing of the Account.
;/e cv..n IlL ~ 0
Leann M Zeigler, Adminis trix
Swom to and subscribed
before me thisoZS day
~OO7
COMMONWEALTH OF PENNSYLVANIA
NoIarlaI Seal
Nathan C. Wolf, Notary PubIc
Carlisle Boro, CumbeIIand CoaIlly
MyComulission Expires Apr. 19.2D08
Member, Pennsylvania Association Of NotarIes
9
IN THE COURT OF COMMON PLEAS OF
CUMBERLAND COUNTY, PENNSYLVANIA
ORPHANS' COURT DIVISION
NO. 21-06-0526
***************************************************************************~
ESTATE OF DORIS A. ZEIGLER, DECEASED
LATE OF SOUTH MIDDLETON TOWNSHIP, CUMBERLAND COUNTY
*********~****++*****~**~++~**************++~*+*+**+~.**+++**..+~~*~
SCHEDULE OF DISTRIBUTION
*****t~*"'*~*************4****..******~.****++.***.************+***~*+++****
Amount Available for Distribution as per Account
TOTAL AMOUNT AVAILABLE FOR DISTRlBUTIOl'
Chase Bank, U.S.A.
Beneficial Savings
Discover
Washington Mutua]
GM Card
Wells Fargo National Bank
Citibank
Omnium WorldWide for Bank One
Household - Orchard Bank
William Capshaw
Amount Claime
Amount to Be Distributed
DISTRIBUTION
Amount of Claim
$ 6,124.84
$ 15,993.97
$ 180.00
$ 39.75
$ 112.76
$ 8,762.53
$ 1,218.9C
$ 14,195.09
$ 446.80
$ 7,700.0C
$ 32,655.83
$
$
$
$
$
Amount for Distributioll
$
$
$
$
$
$
$
$
$
$
$
$
CERTIFICATION
*************************************
I hereby certify that the above Schedule of Distribution is true and correct and in
accordance with the funds available for distribution.
Dated: I 0 - d S-- 67
'<It Cu,-, \ Y>l. ~ l ~
Leann M. Zei r )
Administratrix for Estate
DECEDENT'S ESTATE
COURT OF COMMON PLEAS OF
Cumberland COUNTY, PENNSYLVANIA
ORPHANS' COURT DIVISION
ESTATE OF Doris A. Zeigler
, DECEASED
No. 21-06-0526
-;
')
PETITION FOR ADJUDICATION /
STATEMENT OF PROPOSED DISTRIBUTION
PURSUANT TO Pa. O.C. Rule 6.9
\-~'
,
r--.,)
L'l
This form may be used in all cases involving the Audit of the Account of a Decedent's Estate. If
space is insufficient, riders may be attached. Attach the spouse's election, if any; the papers
required under items 8-19 inclusive; and any instrument pertinent to the adjudication.
INCLUDE ATTACHMENTS AT THE BACK OF THIS FORM.
Name of Counsel: Nathan C. Wolf
Supreme Court I.D. No.: 87380
Name of Law Firm: Wolf & Wolf, Attorneys at Law
Address: 10 West High Street, Carlisle, P A 17013-2922
Telephone: 717-241-4436
Fax: 717-241-4437
Form OC-OJ rev, 10.13.06
Page 1 ofl 0
Estate of Doris A. Zeigler
, Deceased
1. Name(s) and addressees) ofPetitioner(s):
Name:
Leann M. Zeigler, Administrator
Address:
121 W. Hunter Road
Carlisle, PA 17015
IdentifY any executors or administrators who have not joined in the Petition for
Adjudication and Statement of Proposed Distribution and state reason:
n/a
Is this the first accounting by this fiduciary? . . . . . . . . . . . . . . . . . . . .. IZI Yes 0 No
If not, identifY prior accountings, the accounting periods covered, and the date of
adjudication of the prior accounting.
2. Decedent died on April 27, 2006
o Letters Testamentary or IZILetters of Administration were granted to Petitioner(s) on
June 13.2007
Date of Will (if applicable):
Date(s) ofCodicil(s) (if applicable):
Date of probate (if different from date Letters granted):
Was a bond required? DYes IZI No If yes, state amount:
Are proofs of advertising of the grant of Letters attached? ......... IZI Yes 0 No
Dates of advertising of the grant of Letters: July 4, 11, 18, 2006, Carlisle Sentinel;
and July 7, 14.21,2006, Cumberland Law Journal
Form DC-OJ rev. JO.13.06
Page 2 of 10
Estate of Doris A. Zeigler
, Deceased
3. Was decedent survived by a spouse? ............................. DYes lZINo
If yes, name of the surviving spouse:
4. Has the surviving spouse filed to take an elective share? ............. DYes D No
(See Section 2201 et seq. of the Probate, Estates and Fiduciaries Code)
If yes, date of election:
5. In the case of an intestacy, state the names of the decedent's surviving children or
surviving issue of deceased children (ifnone, so state):
6. Did decedent marry after execution of Will or Codicil(s)? . . . . . . . . . .. DYes 0 No
Were any children born to decedent after execution of
Will or Codicil(s)? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . DYes 0 No
If yes, give names and dates of birth:
Name:
Date of Birth:
7. If required by the Medical Assistance Estate Recovery Act,
62 P. S. S 1412, was a request for a statement of claim sent to
the DepartmentofPub1icWelfare? .............................. DYes 0 No
Form OC-OJ rev. JO.13.06
Page 3 of! 0
Estate of Doris A. Zeigler
, Deceased
8. Written notice ofthe Audit as required by Pa. a.c. Rules 6.3, 6.7 and 6.8 has been or will be
given to all parties in interest listed in item 9 below, all unpaid creditors and all claimants
listed in item 10 below. In addition, notice of any questions requiring Adjudication as
discussed in item 14 below has been or will be given to all persons affected thereby.
A. If Notice has been given, attach a copy of the Notice as well as a list of the names
and addresses of the parties receiving such Notice.
B. If Notice is yet to be given, a copy of the Notice as well as a list of the names and
addresses of the parties receiving such Notice shall be submitted at the Audit
together with a statement executed by a Petitioner or counsel certifying that such
notice has been given.
C. If any person entitled to Notice is not sui juris (e.g., minors or incapacitated
persons), Notice of the Audit has been or will be given to the appropriate
representative on such party's behalf as required by Pa. a.c. Rule 5.2.
D. If any charitable interest is involved, Notice of the Audit has been or will also be
given to the Attorney General as required under Pa. a.c. Rule 5.5. In addition, the
Attorney General's clearance certificate (or proof of service of Notice and a copy
of such Notice) must be submitted herewith or at the Audit.
9. List all parties (charitable and non-charitable) of whom Petitioner(s) has/have notice or
knowledge, having or claiming any interest in the estate as beneficiaries under the Will or
Codicil(s) or as intestate heirs ifthere is a complete or partial intestacy:
A. State each party's relationship to the decedent and the nature of each party's
interest( s ):
Name and Address of Each Partv in Interest
RelationshiD and Comments. if anv Interest
Leann M. Zeigler
121 West Hunter Road
Carlisle, P A 17015
Daughter Heir/Administratrix
Form OC-OI rev. IO.I3.06
Page 4 ofl0
Estate of Doris A. Zeigler
, Deceased
Name and Address of Each Partv in Interest
Relationshin and Comments. if any
Interest
B. Identify each party who is not sui juris (e.g., minors or incapacitated persons).
For each such party, give date of birth, the name of each Guardian and how each
Guardian was appointed. If no Guardian has been appointed, identify the next of
kin of such party, giving the name, address and relationship of each.
nla
C. State why a Petition for Guardian/Trustee Ad Litem has or has not been filed for
this Audit (see Pa. O.c. Rule 12.4).
nla
D. If distribution is to be made to the personal representative of a deceased party,
state date of death, date and place of grant of Letters and type of Letters granted.
nla
Form DC-OJ rev. 10.13.06
Page 5 of 10
Estate of Doris A. Zeigler
, Deceased
10. Other than the claim for the family exemption, list the names of all known claimants and
the amount of their claims and state whether each claim is admitted.
Name and Address of Each Claimant Amount of Claim Claim Will Claim
Admitted? Be Paid In
Full?
Chase Bank, c/o Phillips & Cohen $6124.84 IZ]Yes DYes
258 Chapman Road, Suite 105 DNo IZ]No
Newark, DE 19702
Beneficial Mortgage Co. $15,993.97 IZ]Yes DYes
Attn: Nancy DNo IZ]No
419 Village Drive, Suite 2
Carlisle, P A 17013
Discover $180.00 IZ]Yes DYes
c/o Estate Information Services, LLC DNo IZ]No
2323 Lake Club Drive, Suite 300
Columbus, OH 43232
Washington Mutual $39.75 IZ] Yes DYes
P.O. Box 660433 DNo IZ]No
Dallas, TX 75226-0433
If the estate is insolvent, attach a schedule setting forth the order of preference under
20 Pa.C.S. ~ 3392 and the proposed payments.
Was family exemption allowed?
. ... .... ... .. .... ....... .... .. ..
IZ]Yes DNo
fZJYes DNo
11.
Was family exemption claimed?
.. . ... ... ... ... .... . . ...... .. ...
Family exemption claimant's name and relationship:
Name: Leann M. Zeigler Relationship: Daughter
Form OC-OJ rev. 10.13.06
Page 6 of 10
Estate of Doris A. Zeigler
, Deceased
10. Other than the claim for the family exemption, list the names of all known claimants and
the amount of their claims and state whether each claim is admitted.
Name and Address of Each Claimant Amount of Claim Claim Will Claim
Admitted? Be Paid In
Full?
G.M. Card $112.76 IZJYes DYes
P.O. Box 80082 DNo IZJNo
Salinas, CA 93912-0082
Wells Fargo $8762.53 IZJYes DYes
c/o Balogh Becker DNo IZJNo
4150 Olson Memorial Hwy, Suite 200
Minneapolis, MN 55422
Citibank USA $1218.90 IZJ Yes DYes
c/o Balogh Becker DNo IZJNo
4150 Olson Memorial Hwy, Suite 200
Minneapolis, MN 55422
Bank One c/o Omnium Worldwide $14195.09 IZJ Yes DYes
7171 Mercy Road, Suite 400 DNo IZJNo
PO Box 6618
Omaha, NE 68106
If the estate is insolvent, attach a schedule setting forth the order of preference under
20 Pa.C.S. 9 3392 and the proposed payments.
11.
DYes DNo
Family exemption
Relationship:
Con4-;/Iva--l{o,,\ .f:j...
Page 6 of 10
~a~ CoA of I 0
Form OC-OJ rev. 10.13.06
Estate of Doris A. Zeigler
, Deceased
10. Other than the claim for the family exemption, list the names of all known claimants and
the amount of their claims and state whether each claim is admitted.
Name and Address of Each Claimant Amount of Claim Claim Will Claim
Admitted? Be Paid In
Full?
Household - Orchard Bank $446.80 fZJ Yes DYes
c/o Riddle & Associates, P.C. DNo fZJNo
P. O. Box 1187
Sandy, UT 84091-1187
William R. Capshaw $7700.00 fZJYes DYes
1418 Bradley Drive DNo fZJNo
Carlisle, P A 17013
DYes DYes
DNo DNo
DYes DYes
DNo DNo
If the estate is insolvent, attach a schedule setting forth the order of preference under
20 Pa.C.S. S 3392 and the proposed payments.
DNo
Family exemption claimant's
Relationship:
Form DC-OJ rev. JO.13.06
Page 6 of 10
CC1"p~ V4.ti in ;ft 2
PA.n<. (QH 0+- 10
Estate of Doris A. Zeigler
, Deceased
12. The amount of Pennsylvania Transfer Inheritance Tax and additional Pennsylvania Estate
Tax paid, the date(s) ofpayment(s), and the interest(s) upon which paid, are as follows:
Date
Payment Interest
January 24, 2007
1,000.00 N/A
September 13,2007
-1,000.00 Refunded - no tax due
13. On the date of death, was the decedent a fiduciary
(personal representative, trustee, guardian, agent under power
of attorney) or surety on the bond ofa fiduciary? .. . . . . . . . . . . . . . . . . . DYes lZ] No
If yes, provide the name of the estate, indicate whether an account has been filed and
confirmed absolutely and all awards performed, or, in the alternative, how the
decedent's estate will be discharged for the decedent's fiduciary administration of the
estate.
14. A. Describe in detail any questions requiring adjudication and state the position of the
Petitioner(s) as to each question:
Petitioner requests that the Court adjudicate her request to discharge of the claims of
Priority 6 creditors due to the insolvency of the estate. All priority claims have been
satisfied using advance funds loaned to the estate by the Administratrix.
B. Has notice of the question requiring adjudication been given
to the parties identified in Paragraph 9 above? .................. lZ] Yes D No
15. IfPetitioner(s) has/have knowledge that a share has been assigned, renounced, disclaimed
or attached, provide a copy of the assignment, renunciation, disclaimer or attachment,
together with any relevant supporting documentation.
Form DC-OJ rev. 10.13.06
Page 7 of 10
Estate of Doris A. Zeigler
, Deceased
16. Had the decedent been adjudicated an incapacitated person? . . . . . . . . . . DYes IZl No
If yes, attach a copy of the Order if available; otherwise state the Court, term, number,
date, and name of Hearing Judge.
17. A. List or attach a separate list of additional receipts and disbursements since the closing
date of the Account.
B. Has notice of the additional receipts and disbursements been
given to the parties identified in Paragraph 9 above? ............. DYes D No
18. If a reserve is requested, state amount and purpose.
Amount: 9,150.00
Purpose: Legal Fees, Miscellaneous Court costs
If a reserve is requested for counsel fees, has notice of the
amount of fees to be paid from the reserve been given to the
parties in interest? ........................................ IZlYes D No
If so, attach a copy of the notice.
19.
Is the Court being asked to direct
the filing of a Schedule of Distribution?
DYes IZlNo
As to real estate only? ........................................ DYes IZl No
Form DC-OJ rev. JO./3.06
Page 8 of 10
Estate of Doris A. Zeigler
, Deceased
Wherefore, your Petitioner(s) ask(s) that distribution be awarded to the parties entitled
and suggest(s) that the distributive shares of income and principal (residuary shares being stated
in proportions, not amounts) are as follows:
A. Income:
Proposed Distributee(s)
Amount/Proportion
nla
B. Principal:
Proposed Distributee(s)
Amount/Proportion
Leann M. Zeigler
100%
Submitted By:
(All petitioners must sign.
Add additional lines if necessary):
Name of Petitioner:
Form OC-01 rev. 10.13.06
Page 9 of 10
Estate of Doris A. Zeigler
, Deceased
Verification of Petitioner
(Verification must be by at least one petitioner.)
The undersigned hereby verifies * [that he/she she is title administratrix
of the above-named name of corporation Estate of Doris A. Zeigler and] that the facts set
forth in the foregoing Petition for Adjudication / Statement of Proposed Distribution which are
within the personal knowledge of the Petitioner are true, and as to facts based on the information
of others, the Petitioner, after diligent inquiry, believes them to be true; and that any false
statements herein are made subject to the penalties of 18 Pa. C.S. S 4904 (relating to unsworn
falsification to authorities).
~l)..M, m:f" L
Signature of Petition . )
* Corporate petitioners must complete bracketed information.
Certification of Counsel
The undersigned counsel hereby certifies that the foregoing Petition for Adjudication!
Statement of Proposed Distribution is a true and accurate reproduction of the form Petition
authorized by the Supreme Court, and that no changes to the form have been made beyond the
responses herein.
~
Signa e of Coun
Form DC-OJ rev. JO.13.06
Page 10 of 10
PROOF OF PUBLICATION OF NOTICE
IN CUMBERLAND LAW JOURNAL
(Under Act No. 587, approved May 16, 1929), P. L.1784
COMMONWEALTH OF PENNSYLVANIA
SSe
COUNTY OF CUMBERLAND
Lisa Marie Coyne, Esquire, Editor of the Cumberland Law Journal, ofthe 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, 1 ()52, 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:
July 7, July 14, and July 21,2006
Affiant further deposes that he is authorized to verify this statement by the Cumberland
Law Journal, a legal periodical or 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.
Zeigler, Doris A., dec'd.
Late of South Middleton Town-
ship.
Administratrix: Leann M. Zeigler,
121 W. Hunter Road, Carlisle,
PA 17013.
Attomeys: Nathan C. Wolf, Es-
quire, Wolf and Wolf, 10 West
High Street, Carlisle, PA 17013,
(717) 241-4436.
SWORN TO AND SUBSCRIBED before me this
21 day of July. 2006
C2t'4<~ tl ~ ^
Notary
NOTARIAL SEAL
DEBORAH A COUINS
Notary Public
CARLISLE BORO, CUMBERLAND COUN'IV
My Commlallon ExpIres Apt 28, 2010
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)
Tuly 04, 11, 18,2006
COpy OF NOTICE OF PUBLICATION
J
J ,ADMINISTRATOR'S NOTICE
: Letters of Administration in the Estate of DORIS A.
ZEIGLER, late of South Middleton Township,
Cumberland County, Pennsylvania, deceased, have
been granted to the undersigned.
All persons having claims against the estate of the I.
I decedent shall make known the same to the
. undersigned or their attorney and all persons indebted I"
to the decedent shall make payment to the undersigned
without delay. I
Leann M. Zeigler
, 121 ~:r~~s~~~:r 1~~~~ I
,I NATHAN C.WOLF, ESQUIRE f
! Attorney-at-Law
WOLF and WOLF
110 West High Street
, Carlisle,PA 17013
717-241-4436
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
3:~~
Sworn to and subscribed before me this
19th. day of July 2006.
GIVuktM.a.., ILu.)()I://L
Notary PublitJ
My commission expires: q ( I [08'
COMMONWEALTH OF PENNSYLVANIA
Notarial Seal
Chnstina L. Wd.fe, Notary Public
Car1isle Bora. cumbel1and County
My Commission Expires Sepl1. 2008
Member. Pennsylvania Association Of Notaries
Proposed Scheduled of Distribution of Claims of Creditors
Pursuant to 20 Pa C.S. ~3392 and Proposed Payments
Claimant
Chase Bank, U.S.A.
Beneficial Savings
Discover
Washington Mutual
GM Card
Wells Fargo National Bank
Citibank
Omnium WorldWide for BankOne
Household - Orchard Bank
William Capshaw
Amount Claimed
Priority of
Claim
6
6
6
6
6
6
6
6
6
6
Proposed
Payment
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
All claimants are similarly situated and the claims made therein are respectfully requested to
be discharged as the estate is insolvent. All priority claims were satisfied using advance
loan funds from the Administratrix. Thus, no estate assets exist from which payment can be
made.
$ 6,124.84
$ 15,993.97
$ 180.00
$ 39.75
$ 112.76
$ 8,762.53
$ 1,218.90
$ 14,195.09
$ 446.80
$ 7,700.00
Scheduled required per question 10, page 6
WOLF & WOLF
PHONE
717-241-4436
ATTORNEYS AT LAw
10 WEST HIGH STREET
CARuSLE,PENNSYLVANIA 17013
wolfandwolf@embarqmail.com
STACY B. WOLF
NATHAN C. WOLF
FACSIMILE
717-241-4437
October 25,2007
Leann M. Zeigler
121 West Hunter Road
Carlisle, PA 17015
Re: Estate of Doris A. Zeigler
Estate No: 21-06-0526
Dear Ms. Zeigler:
Please be advised that in accordance with the Pennsylvania Rules of Orphans' Court, this
notice is being provided to you concerning the request being made to the Court for a reserve
amount for counsel fees tobe paid to my office in the amount of $8,500.00. This amount is in
keeping with the fee agreement you signed when you hired my firm to represent you in the
settlement of your mother's estate. Please note that you do, however, have the opportunity to
object to any reserves requested or other distributions proposed until the schedule of distribution
and the account submitted for the estate is confirmed on November 27, 2007.
If you have any questions in this regard or on any other matters, please do not hesitate to
contact me.
Very truly yours,
~
Nathan C. Wolf