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HomeMy WebLinkAbout02-01-08 $IS,qq L.~~ FIRST AND FINAL ACCOUNT OF THERESA CONKLIN, EXECUTOR FOR ESTATE OF HELEN PECKHOLDT, DECEASED DATE OF DEATH: 09/01/2006 DA TE OF EXECUTOR'S APPOINTMENT: 09/20/2006 DATE FO FIRST ADVERTIEMENT: 10/06/2006 ACCOUNTING PERIOD: 09/20/2006 Through 01/31/2008 Purpose of Account: Theresa Conklin, Executor, offers this account to acquaint interested parties with the transactions that have occurred during her administration. There is no proposed distribution. It is important that the account be carefully examined. Requests for additional information or questions or objections can be discussed with: Lisa M. Greason, Esquire P.O. Box 385 Carlisle PA 170;13 717-241-3030 9 " '~_~J -.-, ; ,'1 '>-J SUMMARY Principal Receipts Principal Disbursements _Administrative costs only Debts of Decedent Distribution to Beneficiaries I ncome Receipts Balance available for distribution $ 15,492.59 $ $ $ $ $ (15,620.23) (127.64) Proposed distribution $ PRINCIPAL DISBURSEMENTS Debts of Decedent 1 Citi Card, Ending Acct # 6153 2 Chase Mastercard, Ending Acct # 9010 3 Capital One, Ending Acct # 3850 4 Adams Electric Cooperative 5 MCI 6 HCR Manor Care, final medical payment 7 Dept of Public Welfare - final care $ 4,206.75 $ 65020 $ 1,610.07 $ 96.08 $ 19.59 $ 1,06936 $ 3,841.08 $ 11,493.13 Total Debts of Decedent Administrative Expenses 1 2 3 4 5 6 7 8 9 10 11 12 Hoffman Roth Funeral Home $ Carlisle Memorial - head stone $ S1. Patrick Catholic Church, priest $ Flowers, food, cards, postage $ Theresa Conklin, Executor fees $ Lisa Greason, Esquire - legal fees $ Cumberland County Register of Wills - Probate Fees $ Cumberland County Register of Wills - Tax Return & Inventory $ Cumberland County Register of Wills - Final Acct $ The Sentinel - Advertisement of Estate $ Cumberland County Law Journal $ Fees for mobile home prep for sale $ Total Administrative Expenses $ 15,620.23 Total Expenses & Debts $ 29,113.36 7,207.10 1,846.00 75.00 300.00 2,500.00 2,500.00 110.00 30.00 150.00 181.86 75.00 645.27 INCOME RECEIPTS None PRIOR DISTRIBUTIONS TO BENEFICIARIES None PROPOSED SCHEDULE OF DISTRIBUTION After payment of the Administrative costs of the estate, there is a negative balance and no funds remain for the payment of debts of the decedent or distribution to beneficiaries. It is respectfully requested that this Honorable Court confirm that no assets remain for distribution and that the remaining funds in the Estate Account may be used to pay the Administrative costs of the estate. THERESA CONKLIN, Executor of the Estate of HELEN PECKHOLDT, 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. J'-' (7 . ". o"J.- . .:;J ! '/iu: /l.J./J.-c<__ -- /:71 /tj r ,1 1 THERESA CONKLIN, Executor Subscribed and sworn to~y NAME, b fore me this ! ~. Day of ~_ '/ /lLidh<-2008. - i ./ -. ---.-----------. )(~/'y/-y'}/---- Notary Public 0 My Commission Expires PROOF OF PUBLICATION State of Pennsylvania, County of Cumberland Tanunv 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, COlmty 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) September 27, October 04,11,2006 COpy OF NOTICE OF PUBLICATION ...... ---- - - " 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:~~~ EXECUTRIX'~ NOTICE Letters Testamentary on the Estate ot HELEN PECKHOLDT.late of Lower Frankford Township Cumborland County, Pennsylvania, deceased, have been granted to the undersigned. All persons knowing themselves to be indebted to said Estate will make payment immediately and those having claims will present them for settiement to: Theresa Conklin,Executrix clo Greason law Office P.O. Box 385 Carlisle, PA 170t3 Lisa M. Greason, Esquire Attorney for the Estate of Helen Peckholdt P.O. Box 385 .carlisle, PA 17013 - Sworn to and subscribed before me this 11th. day of October 2006. (]AAiidJilat ~ Notary P 'c My commission expires: qf /tt;; COMMONWEALTH OF PENNSYLVANIA Notarial Seal Chnstina L. Wolfe, Notary Public Carlisle Bora, Cumberland County My Commission Expires Sepl1, 2008 Member. Pennsv1vanie Association Of Notaries PROOF OF PUBLICATION OF NOTICE IN CUMBERLAND LAW JOURNAL (Under Act No. 587, approved May 16,1929), P. L.1784 COMMONWEAL TH OF PENNSYL VANIA COUNTY OF CUMBERLAND ss. 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: October 6, October 13, and October 20, 2006 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. Peckholdt. Helen, dec'd. Late of Lower Frankford Town- ship. Executrix: Theresa Conklin c/o Greason Law Office, P.O. Box 385, Carlisle, PA 17013. Attorney: Lisa M. Greason, Es- quire, P.O. Box 385, Carlisle, PA 17013. ~ ~ rf\! ) ~ ItA . l/J ~l;Jr:ri~ Co~~ Editi 1.-/ I SWORN TO A~'D SUBSCRIBED before me this 20 day of October. 2006 ~:.)~. xkr, Notary 7 yreason Eaw Office 'Post OjJice 'Box 385 Cadis{e, 'Pennsy{vania 17013 'Phone: (717) 241-3030 :fax: (717) 241-3040 L:Jvl(jreason@ao[com February 1, 2008 Capital One 2323 Lake Club Drive, Suite 300 Columbus OH 43232 RE: Estate of Helen Peckholdt 21-06-0826 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: March 4, 2008 Last Date to File Objections: March 4, 2008 by 9:00 a.m. ET 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, LISA M. GREASON, ESQUIRE DECEDENT'S ESTATE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYL VANIA ORPHANS' COURT DIVISION ,....,.,.' J , -I Cc J ~., ESTATE OF HELEN PECKHOLDT , DECEASED No. 2 I -06-0826 eJ1 PETITION FOR ADJUDICATION / STATEMENT OF PROPOSED DISTRIBUTION PURSUANT TO Pa. O.C. Rule 6.9 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 acijudication. INCLUDE ATTACHMENTS AT THE BACK OF THIS FORM. Name of Counsel: LISA M. GREASON, ESQ. Supreme Court I.D. No.: 78269 Name of Law Firm: GREASON LAW OFFICE Address: P.O. BOX 385, CARLISLE PA 17013 Telephone: 717-241-3030 Fax: 717-241-3040 Form OC-OJ rev. JOcH06 Page 1 of 10 Estate of HELEN PECKHOLDT , Deceased 1. Name(s) and addressees) ofPetitioner(s): Name: THERESA CONKLIN Address: 306 RA YMON AVE BOILING SPRINGS PA17007 Identify any executors or administrators who have not joined in the Petition for Adjudication and Statement of Proposed Distribution and state reason: NONE Is this the first accounting by this fiduciary? . . . . . . . . . . . . . . . . . . . .. IZ) 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 09/01/2006 IZ) Letters Testamentary or o Letters of Administration were granted to Petitioner(s) on 9/20/2006 Date of Will (ifapplicable): 10/18/2001 Date(s) ofCodicil(s) (if applicable): NONE Date of probate (ifdifferentfrom date Letters granted): Was a bond required? DYes IZ) No If yes, state amount: Are proofs of advertising of the grant of Letters attached? ......... IZ) Yes 0 No Dates of advertising of the grant of Letters: 10/06/2006, 10/13/2006, 10/20/2006, 09/27/2006, 10/04/2006, 10/11/2006 Form DC-OI rev. 10.13.06 Page 2 of 10 Estate of HELEN PECKHOLDT , Deceased 3. Was decedent survived by a spouse? ..................... ..... ... DYes IZlNo If yes, name of the surviving spouse: 4. Has the surviving spouse filed to take an elective share? ............. DYes IZl No (See Section 2201 et gJJ.. 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 (if none, so state): N/A 6. Did decedent marry after execution of Will or Codicil(s)? . . . . . . . . . .. DYes IZl No Were any children born to decedent after execution of Will or Codicil(s)? ........................................... DYes IZl No If yes, give names and dates of birth: Name: Date of Birth: 7. Ifrequired by the Medical Assistance Estate Recovery Act, 62 P.S. S 1412, was a request for a statement of claim sent to the Department of Public Welfare? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . IZlYes D No Form DC-OJ rev. JO.13.06 Page 3 of 10 Estate of HELEN PECKHOLDT , Deceased 8. Written notice of the Audit as required by Pa. O.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 suijuris (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. O.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. O.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 if there 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 Relationship and Comments, if any Interest THERESA CONKLIN 306 RA YMON AVE BOILING SPRINGS P A 17007 SISTER 100% Form DC-OJ rev. 10.13.06 Page 4 of 10 Estate of HELEN PECKHOLDT , Deceased Name and Address of Each Partv in Interest Relationship 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. N/A C. State why a Petition for GuardianITrustee Ad Litem has or has not been filed for this Audit (~ee Pa. o.c. Rule 12.4). N/A 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. N/A Form DC-OJ rev. 10.13.06 Page 5 of 10 Estate of HELEN PECKHOLDT , 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. MCHC - Carlisle c/o Schutjer & Bogar 205 N. Front St, Ste 401 Harrisburg P A 17101 ~ a- -:/1, /-&7" t: -1~ . !'u-u/J;~.vt;J If the estate it insolvent, attach a schedule settmg forth the order of preference under 20 Pa.C.S. ~ 3392 and the proposed payments. Name and Address of Each Claimant Amount of Claim Claim Admitted? Capital One 2323 Lake Club Drive, Ste 300 Columbus OH 43232 IZJYes DNo 1526.11 Citi Card c/o DCM Services, LLC 4150 Olson Memorial Hwy, Ste 200 Minneapolis MN 55422-0826 IZJYes DNo 4206.25 Chase Bank USA c/o Phillips & Cohen Assoc 258 Chapman Rd, Suite 205 Newark DE 19702 IZJYes DNo 650.20 1069.36 IZJYes DNo 11. Was family exemption claimed? Was family exemption allowed? Family exemption claimant's name and relationship: Name: Relationship: Form DC-01 rev. 10.13.06 Will Claim Be Paid In Full? DYes IZJNo DYes IZJNo DYes IZJNo DYes IZJNo DYes IZJNo DYes IZJNo Page 6 of 10 . , ~ (() t ('} l if (td (( ('&U~LZVLlZ) "opt^) . 1 !~H 11 .r,~harA ()~~t1hm7flflY 2/J !fl. U IctJ. . L tU::"'if !tL.,<, Ui/}l/'l --p () 136 X 8 cirgtv, 0 ~ ;Jut vr})t.lfl (J A- n I {>5- ~ '( '60: 6,},n ei ---- ~ S~Lt I, Ut Lld.rrlJ1 {J -l]'J t ltuFh pd - /]0 Estate of HELEN PECKHOLDT , 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 none 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 of a fiduciary? . . . . . . . . . . . . . . . . . . . D Yes lZJ 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 ofthe estate. 14. A. Describe in detail any questions requiring adjudication and state the position of the Petitioner(s) as to each question: N/A B. Has notice of the question requiring adjudication been given to the parties identified in Paragraph 9 above? .................. DYes lZJ 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 HELEN PECKHOLDT , Deceased 16. Had the decedent been adjudicated an incapacitated person? . . . . . . . . . . DYes IZI 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. N/A 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: Purpose: 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? ........................................ DYes IZINo If so, attach a copy ofthe notice. 19. Is the Court being asked to direct the filing of a Schedule of Distribution? DYes IZINo As to real estate only? ........................................ DYes IZI No Form OC-OJ rev. JO.13.06 Page 8 of 10 Estate of HELEN PECKHOLDT , 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 B. Principal: Proposed Distributee(s) Amount/Proportion Submitted By: (All petitioners must sign. Add additional lines if necessary): /h /7. .. -UU-wV, (,-("'rell fU11.. / Name of Petitioner: THERESA CONKLIN c--r1J t if ')?t. (~, Ii t /117 Name of Petitioner: Form OC-OJ rev. JO.13.06 Page 9 of 10 Estate of HELEN PECKHOLDT , Deceased Verification of Petitioner (Verification must be by at least one petitioner.) The undersigned hereby verifies * [that he/she she is title of the above-named name of corporation 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). 19nature of Petitioner * 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. ! pignature of Counsel for Petitioner ~~.---- Form OC-OI rev. 10.13.06 Page 100fl0