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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 o --r1 ~-, "~ s..1 co (/) :"......-< "'l';': -~ ;.' -- ., r,1 ~' /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 .00 .00 .00 .00 .00 .00 .00 .00 .00 .00 .00 .00 .00 .00 .00 .00 .00 .00 .00 .00 .00 .00 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-