HomeMy WebLinkAbout97-0012
~
cern
I CENTRAL PENN
MANAGEMENT GROUP
March 14, 2008
Cumberland County Register of Wills
1 Cow:1 House Square
Carlisle, P A. 17013
Re: Estate of Roy R Greegor, JR., Deceased
Estate No. 21-97-0012
We received attached notice of filing and the amount owed is incorrect for Carlisle Hospitalist. Schedule C
shows we are owed $119.04, when in fact we are only owed $56.68. See attached ledger.
If you have any questions please do not hesitate to contact me directly to discuss. My contact information is
listed below.
Thank you for your time.
Sincerely,
c:MJ~~~
Kathy Hennigan, CPC
Director of Billing
717-391-7092 ext 110
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/032 Jumes Drh'e. Leesport. PA 19533
Phone' 717-39!-7U9'l
Fux. .7/7.735-(;792
Date PrInted:
TIme Printed:
03/06/2008
09,21,57
LANC H~_ pHYS MGMT CENT PENN
PO BOX 619
Group#: 041
EAST PETERSBURG FA 17520
Tax Id#, 233013255
Inv# Servdate Rp Dept Dr
Fac Ref Proc
Patlent#: 270890
GREEGCR, ROY R.
JCN CP.H
99223
MEDpy
MEDAJ
LCOLAJ
99232
MEDpy
MEDAJ
LCOLAJ
99238
MEDpy
MEDAJ
LCOLAJ
93010
MEDpy
LCOLAJ
MEDAJ
93010
MEDpy
MEDAJ
LCOLAJ
07/06/03
10/20/03
10/20/03
03/12/04
2 07/07/03
10/20/03
2 10/20/03
2 03/12/04
3 07/08/03
10/20/03
3 10/20/03
3 03/12/04
4 07/06/03
11/03/03
4 03/12/04
4 11/03/03
5 07/06/03
11/03/03
5 11/03/03
5 03/12/04
CEC CP.H
CEC CRH
DpA CRH
DpA CRH
3) Patient Name 270890 GREEGOR, ROY R.
u> Resp Charges
- - > Ins Charges
--> Charges
L} Resp Name 270890 GREEGCR, ROY R.
Resp Charges
- - > Ins Charges
Charges
1) Group# 041 LANC HMA pHYS MGMT CENT PENN
--> Resp Charges
Ins Charges
- - > charges
Grarld Totals
--> Resp Charges
-~> Ir18 Charges
-> Charges
Parameters Used To Select This Report
REPORT OPTION DetaIl
FREEL1NE OPTION No Freellnes
ADDITIONAL DATA OPTION No Addltlor,a] Ir,formatlon
~lrBr Selection Parameters:
Irlv#
! 1: RarLge
Ml M2 Dese
76
76
76
76
INPATIENT
MEDl CA PAY
MED ADJ
LPG COLAJ
INPATIENT
MEDICA PAY
MED ADJ
LPG COLAJ
1 NpATI ENT
MEDICA PAY
MED ADJ
LPG COLAJ
ECG
MEDICA PAY
LPG COLAJ
MED ADJ
ECG
MEDICA PAY
MED ADJ
LPG COLAJ
56.68
252 . 98
309.66
56.68
252.98
309.66
5ci.68
252.98
309.66
56.68
252.98
309.66
1, 5
Dlag 1
518.81
410.71
410.71
786.05
786.05
Pays
Pays
Pays
Pays
Pays
Pays
t-ay::;
Pays
Pays
Pays
Pays
Pays
.00
-226.77
-226.77
.00
-226.77
-226.77
.00
-226.77
-226.77
.00
-226.77
-226.77
Iris/Comment
105041483
Call AdJustment
105041483
Call Adjustment
105041483
Call Adjustment
105075541
Call AdJustment
105075541
Call AdJustment
AdJs
Adjs
AdJs
Adjs
AdJ8
AdJs
Adjs
AdJs
AdJs
AdJs
AdJs
AdJs
Amount
160.78
-117.74
-13.61
-29.43
57.25
- 41 . 92
-4.85
-10.48
73.03
-53.47
-6.19
-13.37
9.30
-6.82
-1.70
-.78
9.30
-6.82
-.78
-1.70
-56.68
-26.21
-82.89
-56.68
-26.21
-82.89
-56.66
-26.21
-82.89
-56.68
-26.21
-82.89
Resp Bal
Bal Due
Bal Due
Bal Due
Bal Due
Bal Due
Bal Due
Bal Due
Bal Due
Bal Due
Bal Due
Bal Due
Bal Due
Page 1
I r,s Bal
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L.A.W UffICF""
MARLIN R. McCALEB
IN RE:
ESTATE OF ROY R. GREEGOR, JR., Deceased
Estate No. 21-97-0012
TO:
ALL CREDITORS AND PARTIES IN INTEREST
NOTICE OF FILING ACCOUNT
Notice is hereby given that the First and Final Account
and Statement of Proposed Distribution of Marlin R. McCaleb,
Administrator of the Estate of the above-named decedent, were
filed in the Office of the Register of wills of Cumberland
County, Pennsylvania, on March 4, 2008. Unless objections or
exceptions thereto are filed in writing with the said Register
of wills beforehand, said Account will be presented to the
Court of Common Pleas of Cumberland County, Pennsylvania,
Orphans' Court Division, for confirmation on Tuesday, April 22,
2008, at 9:30 o'clock A.M., prevailing time, in Court Room No.
I, Cumberland County Courthouse, Carlisle, Pennsylvania.
It is
not necessary for you to be present unless you object or except
to the administration of the estate as reported in these
documents.
A copy of the Account and Statement of Proposed
Distribution is enclosed.
dt~
Marlin R. McCaleb, Administrator
219 East Main Street
P.O. Box 230
Mechanicsburg, PA 17055
(717) 691-7770
Date: March 4, 2008
COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA
ORPHANS' COURT DIVISION
NO. 21-07-0112
ESTATE OF ROY R. GREEGOR, JR., DECEASED
-------------------
--------------------
ACCOUNT OF
Marlin R. McCaleb, Administrator
Date of Death:
January 4, 2007
Date of Executor's Appointment:
February 5, 2007
Date of First Advertisement of Letters:
February 16, 2007
Accounting for the Period:
January 4, 2007 to
March 4, 2008
Purpose of Account: Marlin R. McCaleb, Administrator,
offers this account to acquaint interested parties with the transactions that
have occurred during this administration.
It is important that the account be carefully examined. Requests for
additional information or questions or objections can be discussed with:
Marlin R. McCaleb Esq.
Attorney Identification No. 06353
Law Offices-Marlin R. McCaleb
219 East Main Street
Mechanicsburg, PA 17055
717/691-7770
GROSS ESTATE
(Principal Receipts + Income Receipts)
65,744.01
SUMMARY OF ACCOUNT
J~state of Roy R. Greegor, Jr., Deceased
For Period of 01/04/2007 through 03/04/2008
Page
Current
Value
Proposed Distributions
to Beneficiaries
0.00
PRINCIPAL
Receipts:
Per Inventory Filed 1-2
Subseq Prn Receipts
Net Gain (or Loss) on Sales
or Other Disposition
3
Less Disbursements:
Debts of Decedent 4
Funeral Expenses 5
Administration Expenses 5
Federal and State Taxes 6
Fees and Commissions 6
Family Exemption
1,128.89
9,070.81
2,744.70
7,126.08
6,000.00
0.00
Balance before Distributions
Distributions to Beneficiaries
Principal Balance on Hand
7
For Information:
Investments Made
Changes in Investment Holdings
INCOME
Receipts:
This Account
8
Net Gain (or Loss) on Sales
or Other Disposition
Less Disbursements
Balance Before Distribution
Distributions to Beneficiaries
Income Balance on Hand
9
Investments Made
Changes in Investment Holdings
COMBINED BALANCE ON HAND
Fiduciary
Acquisition
Value
0.00
65,568.97
130.61
0.00
65,699.58
26,070.48
39,629.10
0.00
39,629.10
44.43
0.00
44.43
0.00
44.43
0.00
44.43
39,673.53
SCHEDULE B
GAINS AND LOSSES ON SALES OR OTHER DISPOSITIONS - PRINCIPAL
Gain
Loss
06/06/07
Murray, Darlene J. & Randy L. ,
- sale of mobile home and real
estate
Net Proceeds
Fid. Acq. Value
65,000.00
65,000.00
0.00
06/25/07
Household contents -
distribution of household
contents to Karl Stine.
Net Proceeds
Fid. Acq. Value
100.00
100.00
0.00
TOTAL GAINS AND LOSSES/PRINCIPAL...........
0.00
0.00
LESS LOSS.............................
0.00
NET GAIN OR LOSS..... . . . . . . . . . . . . . . . . . . . . . .
0.00
-3-
PRINCIPAL BALANCE ON HAND
Current Value
# Units Description
or as Noted
Checking Account
Certificate
12,879.10
30,000.00
Fiduciary
Acquisition
Value
12,879.10
30,000.00
--------------- ---------------
42,879.10 42,879.10
-7-
SCHEDULE G
RECEIPTS OF INCOME
SCHEDULE G-2
INTEREST
PNC Bank,
07/13/07
08/13/07
09/12/07
10/12/07
11/13/07
12/12/07
01/14/08
02/12/08
4.82
5.28
4.62
5.55
6.29
5.70
6.48
5.69
44.43
TOTAL INTEREST INCOME.....................
44.43
TOTAL RECEIPTS OF INCOME......... ..... ....
44.43
-8-
II Units
Description
Checking Account
INCOME BALANCE ON HAND
Current Value
or as Noted
44.43
Fiduciary
Acquisition
Value
44.43 44.43
44.43
=============== ===============
-9-
AFFIDAVIT
Marlin R. McCaleb hereby certifies and says: that I am the
Administrator of the Estate of Roy R. Greegor, Jr., Deceased; that I am the
Accountant herein; that I have fully and faithfully discharged the duties of
my office; that the foregoing accounting is true, correct and complete; that
the attached list or schedule (*) contains the names, addresses and amounts
due unpaid creditors having given notice of their claims; that the attached
list or schedule (**) contains the names and addresses of all persons
interested in the distribution of the said Estate; that there are no unpaid
claimants or persons interested in the distribution of the Estate who have
given notice to the Administrator and who are not listed herein; and that the
facts set forth in the foregoing Account are true and correct to the best of
my knowledge, information and belief.
I understand that false statements herein are made subject to the
::::~~~::::: :~ ::~:.S., Section ~~~ ~falSification
Marlin R. McCaleb
Administrator
to
* UNPAID CREDITORS
1..
AFNI, Inc.
404 Brock Drive
P.O. Box 3097
Bloomington, IL
Amount of Claim:
(Claim barred by
Limitations. )
61702-3097
$236.89
Statute of
2. Phillips & Cohen Associates, Ltd.
258 Chapman Road, Suite 205
Newark, DE 19702
Amount of Claim: $4,350.82
(Claim believed to be barred by
Statute of Limitations; Claimant
refuses to provide information.)
3. Lancaster HMA Phys. Mgmt. Cent. Pen.
P.O. Box 619
East petersburg, PA 17520-0619
Amount of Claim: Unknown
(Claimant refuses to provide information.)
** PERSONS INTERESTED IN ESTATE:
1. Gladys V. Manning
64 Ashburg Drive
Mechanicsburg, PA 17055
2. Estate of Pearl G. Mickey, Deceased
Robert R. Louer, Executor
224 State Street
Middletown, PA 17057
-10-
3. Estate of Paul L. Russell, Deceased
Paula Hildebrandt, Executrix
c/o David H. Stone, Esquire
Stone, LaFaver & Shekletski
P.o. Box E
New Cumberland, PA 17070
4. Darlene Shultz
6119 Redwing Avenue
Englewood, FL 34224
5. Cathie G. Zimmerman
900 Cranes Gap Road
Carlisle, PA 17013
6. Vonnie K. Sheaffer
120 Alters Road
Carlisle, PA 17013
7. Lana L. Naugle
P.O. Box 282
Scotland, PA 17254
8. Jean L. Sauve
16 Longview Drive
Mechanicsburg, PA 17055
-11-
STATEMENT OF PROPOSED DISTRIBUTION BY
MARLIN R. McCALEB, ADMINISTRATOR OF
THE ESTATE OF ROY R. GREEGOR, JR.,
LATE OF THE TOWNSHIP OF MONROE,
CUMBERLAND COUNTY, PENNSYLVANIA, DECEASED
MARLIN R. McCALEB, Administrator of the Estate of Roy R. Greegor,
Jr., Deceased, proposes to distribute the balance of said Estate in his
hands, to wit: $39,673.53, in accordance with Section 2103(5} of the
Probate, Estates and Fiduciaries Code of Pennsylvania (20 Pa.C.S. 2103(5)},
as follows:
TO:
Gladys V. Manning
64 Ashburg Drive
Mechanicsburg, PA 17055
$ 6,612.26
Estate of Pearl G. Mickey, Deceased
Robert R. Louer, Executor
224 State Street
Middletown, PA 17057
6,612.26
Estate of Paul L. Russell, Deceased
Paula Hildebrandt, Executrix
c/o David H. Stone, Esquire
Stone, LaFaver & Shekletski
P.O. Box E
New Cumberland, PA 17070
6,612.26
Darlene Shultz
6119 Redwing Avenue
Englewood, FL 34224
6,612.25
Cathie G. Zimmerman
900 Cranes Gap Road
Carlisle, PA 17013
2,204.09
Vonnie K. Sheaffer
120 Alters Road
Carlisle, PA 17013
2,204.08
Lana L. Naugle
P.O. Box 282
Scotland, PA 17254
2,204.08
Jean L. Sauve
16 Longview Drive
Mechanicsburg, PA 17055
6,612.25
TOTAL TO BE DISTRIBUTED:
$39,673.53
-12-
AFFIDAVIT
MARLIN R. McCALEB, hereby certifies and says: that he is the
Administrator of the Estate of Roy R. Greegor, Jr., Deceased; and that the
facts set forth in the foregoing Statement of Proposed Distribution are
true and correct to the best of his knowledge, information and belief.
I understand that false statements herein are made subject to the
::::~~:::::f4~B2::BC.S., Section 4904, ~~~cation
Marlin R. McCaleb
Administrator
to
-13-