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Home My WebLink About05-28-08 ~ THE MATTER OF CLAIRE R. WELDON: AN ADJUDICATED INCAPACITATED INDIVIDUAL r-) <= IN THE COURT OF COMMO~LEAS t~ CUMBERLAND COUNTY, PEN~~[.vANIjJ ORPHANS COURT DIVISION '=En -< -~'>r, r0 NO. 21-07-0606-=b CD ~>< ( - ',-) ""I -0 '3J --I PETITION FOR COURT APPROVAL TO PAY FEES AND dbSTS I~) c.) (.n , ,.."h) TO THE HONORABLE JUDGES OF SAID COURT: AND NOW, this 28th day of May 2008 comes the guardian, Constance E. Stoneroad, of Keystone Guardianship Services, of the above- captioned incapacitated individual, petitions as follows: 1. Claire R. Weldon is presently a resident of the Sarah A. Todd Memorial Home, located at 1000 West South Street, Carlisle, Cumberland County, Pennsylvania. 2. Claire R. Weldon is receiving a monthly social security payment paid directly to the representative payee, Sarah A. Todd Memorial Home in the amount of $545.00 toward her care and housing. 3. Keystone Guardianship Services was appointed Guardian for Claire R. Weldon, an alleged incapacitated person by the Cumberland Country Orphan's Court by order dated August 6, 2007. 4. By a Court Order dated March 25, 2008, Keystone Guardianship Services was granted their fees and costs in the amount of $2,730.21 for the time period from August 6,2007 through February 28, 2008. (see attached statement attached as Exhibi t \\1") Page 1 of 3 Pages MAR 1 82008 ,;YIf 1; l THE MATTER OF CLAIRE R. WELDON: AN ADJUDICATED INCAPACITATED INDIVIDUAL IN THE COURT OF COMMON PLEAS CUMBERLAND COUNTY, PENNSYLVANIA ORPHANS COURT DIVISION NO. 21-07-0606 ORDER OF COURT )~~ day of M~ ,20', upon AND NOW, this consideration of the attached Petition to Sell Real Estate and Corporate Assets, it is hereby directed that the guardian, Keystone Guardianship Services, be allowed to 1. Keystone Guardianship Services authorization to pay its fees and costs relative to the Claire Weldon Court Appointed Guardianship from the ward's funds at the time of the settlement of the pending sale of the Pennsylvania Liquor License, equipment and the Real Estate know as the Weldon Cafe in the amount of $2,730.21; and, t.' 2. Keystone Guardianship Services authorization to reimburse Janice Young and Eugene M. Gingrich for funds advance on behalf of Claire Weldon and the Weldon Cafe from the ward's funds at the time of the settlement of the pending sale of the Pennsylvania Liquor License, equipment and the Real Estate know as the Weldon Cafe in the amount of $11,206.63. B ~.,-: 1,-) ;~.,':'i J. Distribution: Key~tone Guardianship Services Constance E. Stoneroad 129 Market Street - Suite "1" Millersburg, PA 17061 717-692-2345 t..,:,) C) <...r1 EXHlsrr J"I H R.EYSTONE GUARDIAN SHI P SERVICES 129 MARKET STI<:EET SUITE 1 MILLERSBURG.I''\ 17061 STATEMENT CLAIRE WELDO' SARAH TODD I\IIMORIAL STATEMENT DATE: OS/22/2008 STATEMENT NO: 20900 CLIENT ID: WELDONC-OO 1 PREVIOUS BALANCE $2,730.21 FEES Rate Hours 02/29/2008 TRA\/ELED TO SARAH TODD NURSING HOME TELEPHONE CALL TO MARY JANE WALKER AT SARAH TOCD 60.00 0.25 15.00 03/05/2008 TRA \/ELED TO MEET MIKE TRAVELED TO PAY CITATION FOR CAFE 60.00 1.00 60.00 03/06/2008 TEUEPHONE CALL TO NORMAN YOFFE TELEPHONE CALL TO LICENSING TELEPHONE CALL TO SUSAN AT SARAH TODD TELEPHONE CALL FROM TINA AT SARAH TODD TELEPHONE CALL TO WELFARE DEPT E-MA L TO SARAH TODD 60.00 2.00 120.00 03/07/2008 Prepared petition for payment of Keystone's fees and expenses and for Mike & Janice's costs 60.00 1.50 90.00 03/24/2008 TELEYHONE CALL FROM LIQUOR CONTROL BOARD 60.00 0.30 18.00 03/25/2008 TELEPHONE CALL TO MIKE TRAVELED TO MEET MIKE TRAVELED TO PAY FINE TELEPHONE CALL FROM SARAH TODD HOME 60.00 1.50 90.00 03/26/2008 TELEPHONE CALL TO NORMAN YOFFE TELEPHONE CALL TO AND FROM SUE AT SARAH TODD 60.00 0.30 18.00 03/28/2008 TRAVE:LED TO SARAH TODD HOME EXHIBIT 60.00 1.00 60.00 I UgH Page: I Rate Hours 03/31/2008 PREPARED, COPIED AND DELIVERED APPLICATION FOR ASSISTANCE TO DPW IN CARLISLE 60.00 6.00 360.00 04/07/2008 TELEPHONE CALL FROM MARY JANE WALKER 60.00 0.20 12.00 04/09/2008 TELEPHONE CALL FROM MIKE TELEPHONE CALL FROM BLAKE AT MYERS FUNERAL HOME TELEPHONE CALL FROM STEVE MONTRESOR 60.00 0.30 18.00 04/21/2008 PREPARED PETITION FOR BURIAL RESERVE 60.00 1.00 60.00 04/24/2008 TELEPHONE CALL TO ING FAX TO ING WORKED ON ADDITIONAL INFORMATION REQUIRED BY THE DPW 60.00 4.30 258.00 04/25/2008 PREPARED AND FILED PETITION FOR BURIAL RESERVE Traveled to Cumberland County Courthouse and Department of Welfare 60.00 4.00 240.00 E-MAIL TO ED MAXWELL 60.00 0.20 12.00 04/28/2008 TELEPHONE CALL FROM MIKE 60.00 0.30 18.00 04/30/2008 TELEPHONE CALL FROM MIKE TELEPHONE CALL FROM SANDY AT JUDGE GRUDOE'S OFFICE 60.00 0.20 12.00 05/07/2008 TELEPHONE CALL FROM NORMAN YOFFEE TRAVELED TO LA TSHA DAVIS EMAILED STEVE TELEPHONE CALL TO DALE KETNER 60.00 3.00 180.00 05/08/2008 EMAIL TO RUTH MIRIN 60.00 0.10 6.00 05/12/2008 TELEPHONE CALL TO ING TELEPHONE CALL FROM RUTH MIRIN 60.00 0.50 30.00 05/13/2008 SEVERAL TELEPHONE CALL WITH MIKE SEVERAL TELEPHONE CALL WITH NORMAN YOFFEE 60.00 1.00 60.00 05/14/2008 SEVERAL TELEPHONE CALL WITH NORMAN YOFFEE SEVERAL TELEPHONE CALL WITH MIKE 60.00 1.00 60.00 05/16/2008 TELEPHONE CALL WITH NORMAN YOFFEE WORKED ON PETITION FOR ADDITIONAL FEES 60.00 3.50 210.00 OS/22/2008 PREPARATION FOR SETTLEMENT 60.00 5.00 300.00 APPEAL HEARING PREPARATION 60.00 500.00 TRAVELED TO YOFFEE'S OFFICE 60.00 2.00 120.00 - For Current Services Rendered 40.45 2,927.00 - . 02/29/2008 03/05/2008 03/07/2008 03/25/2008 03/28/2008 03/31/2008 04/21/2008 04/24/2008 04/24/2008 04/25/2008 04/25/2008 05/16/2008 OS/22/2008 05/16/2008 EXPENSES MILEAGE TO/FROM SARAH TODD HOME MILEAGE TO/FROM MEETING MIKE AND TO PAY CITATION PHOTOCOPY CHARGES MILEAGE TO/FROM MEET MIKE AND PAY CITATION MILEAGE TO/FROM SARAH TODD HOME MILEAGE TO/FROM DPW IN CARLISLE PHOTOCOPY CHARGES PHOTOCOPY CHARGES FACSIMILE COSTS PHOTOCOPY CHARGES MILEAGE TO/FROM PHOTOCOPY CHARGES MILEAGE TO/FROM YOFFEE'S OFFICE Total Expenses 7.58 12.63 5.00 7.58 15.15 17.17 1.60 5.20 2.75 9.00 20.20 4.50 31.31 - 139.67 ADVANCES FILING FEE - PREPAID BURIAL / PAYMENT OF FEES (2) Total Advances 45.00 45.00 Total Current Work 3,111.67 BALANCE DUE $5,841.88 . .. . :- 5/28/2008 9:01 AM FROM: (717)975-1912 YYFC Yaffe _Yaffe, P.C. TO: 692-3554 PAGE: 001 OF 006 . . . .. .. . Settlment Statement U.S. Department of HouslnQ end Urban Development OMB No. 2502-0256 Tvce of Loan 1. FHA 2. FMHA 3. Cony. Un Ins 6. File Number 7. Loan Number: 4. VA 5. Cony. Ins, Mort<'l""e Insurance Case Number: C. Note: Chili form is furnished to !live Y'O\J a statement of actual :settlement costs. Amounts paid to and bv the setllement l!I!lent are shown. ll8ms marked "(p.o.c.)" were paid outside the doslnQ: thevare shown here for information nu~ and are not included in the totals. D. NamelAddreS$ of Borrower: Dobson Family P2ftnership E. Name/Address of Seller: Claire R. Weldon F. Name! Address of Lender: NlA G. Property Location: Settlement Agent: Alpha Settlement Date: 05128/08 523 S. 19th Street Land Security, Inc. (ALSI) Place of SeltIement: ALSI HaTisbur!l. PA 214 Senate Avenue, Suite 404 Dauphin County Camp HIli, PA 17011 J. SUMMARY OF BORROWER'S TRANSACTION SUMMARY OF SELLER'S TRANSACTION 100. GROSS AMOUNT DUE FROM BORROWER 400. GROSS AMOUNT DUE TO SELLER 101. Contract Sales Price 40000.00 401. Contract Sales Price 40000,00 102. Personal Prooertv 402. Personal Prooertv- 103, Settlement charae to borrower (Une 1.225.75 403.00 1400) 104.00 404,00 105.00 405.00 Adlustments for items Daid bvseller in advance Adiu:stments for items Dald bv seller in adv51ce 106. Cltvltown taxes 406. Cilv/town taxes 5/28/08-12/31/08 522.26 107, Countvtaxes 407. County taxes INCLUDED IN LINE 406 108. School Taxes 408. School Taxes 5/28/08-06/30/08 106.18 109. Refuse 409. Refu:se 110. Water 410. Water 111. Sewer 411, Sewer 112. See lines 406/408 628.44 412 120. GROSS AMOUNT DUE FROM BORROW ER 41854.19 420. GROSS AMOUNT DUE TO SELLER 40 628.44 200. AMOUNTS PAID BY OR ON BEHALF OF BORROWER SOD. REDUCTIONS IN AMOUNT DUE TO SELLER 201, Deeosil or earnest money $5000 C21: $100 ALSI 5100.00 501. Excess Deoosit (see in:structions) 202. Princioal amount of new 10i!lfl(:s1 502. Settlement charaes to seller (line 26,538.00 1400) 203. Eldstina loan Is) taken sublect to 503. Existina loan(s) taken subject to 204.00 504. Pavoff of 1 st Mortoaoe United Church of Christ 205,00 505. Home to receive Line 603 Droceeds 206.00 506.00 207.00 507.00 ADJUSTMENTS FOR ITEMS UNPAID BY SELLER ADJUSTMENTS FOR ITEMS UNPAID BY SELLER 210.Cllvltown taxes 510. City/town taxes 211. Countv taxes 511. Countv taxes 212. Assessments 512. Assessments 213. School Taxes 513. School Taxes 214. Refuse 514. Refuse 215. Water 515. Water 216.S_ 516. Sewer 217 See Line 517 3,000.00 517 Roof reDair a1lowence 3000.00 218,00 518,00 219.00 519.00 220. TOTAL PAID BY/FOR BORROWER 8100.00 520. TOTAL REDUCTIONS IN AMOUNT DUE 29 538.00 SELLER 300. CASH AT SETTLEMENT FROM/TO BORROWER 600. CASH AT SETTLEMENT TO/FROM SELLER 301. Gros:s amount due from borrower 41854.19 601. Gross amount due to seller (line 40628.44 line 120) 420\ 302. Less amounts oaid bvlfor borrower 8 100.00 602. Less reduction:s in amount due 29 538.00 line 220) seller (line 520\ 303, CASH (Xl FROM TO TI BORROWER 33 754.19 603. CASH ( lFROM TO (XIS ELLER 11,090.44 SUBSTITUTE FORM 1099 SELLER STATEMENT: The information contained herein Is import..,t tax Information and l:s beina furni:shed to the Internal Revenue Service. If vou are required to file II relurn, a nejlli!:jer1ce penaltvor other sanction Will be impoSed on you if this item is reQuired to be reoorted and the IRS determines that it has not been reported. The Contract Sales Drice described on line 401 above constitutes the Gross Proceeds of this transaction, SELLER INSTRUCTIONS: If this real fl$lale was your principal residence, file Form 2119, Sale or Exchan!:je of Principal Residence, for any gain, with your income tax return; for other trllflsactionS, complete the applicable parts of Form 4797, Form 6252 and/or Schedule 0 (Form 1040). You are required bv law to provide Alpha Land Security, Inc. with your correct taxpayer identification number. If you do not provide your correct taxpayer Identificatlon number, you may be subject to civil or criminal penalties imposed bv law, and under penalties of perjUry. I certify that the number shown on this statement l:s mv correct taxpayer identification number. Claire R. Weldon bV Keystone GUMdianship Services, Inc. EXHIBIT Bv: Seller #1 Constance E. Stoneroad, Guardian Borrower #1 Dobson Family Partnership I II 51/ Seiler #2 Borrower #2 , 5/28/2008 9: 01 AM FROM: (717) 975-1912 me Yaffe _Yaffe, p.e. TO: 692-3554 PAGE: 002 OF 006 L. SETTLEMENT CHARGES 700. TOTAL SAlES/BROKER'S COMMISSION BASED ON PRICE $ PAID FROM PAID FROM AT %= BORROWER'S SELLER'S Division of Commission Iline 700\ as follows: FUNDS AT FUNDS AT 701. $2.800.00 to Century 21 at the Helm SETTLEMENT SETTLEMENT 702. $ to 703. Commission paid at Settlement (Money retained by broker aDDlied 10 commission ($ ) Exit Realiv 2 800.00 800. ITEMS PAYABLE IN CONNECTION WITH LOAN 801. Loan Orlcfnation Fee % 802. Loan Discount % 803. AODraisal Fee to 804. Credit R8POrt to 805. Broker Fee to 806. Tax Service Fee to 807. Processina Fee to 808. Courier Fee to 809. Flood Cert. To 810. YieldSOread 10 Broker 811. Admin Fee to 812.00 813.00 814.00 900. ITEMS REQUIRED BY LENDER TO BE PAID IN ADVANCE 901. Interest from to /5) $ Idav 902.00 903.00 1000. RESERVES DEPOSITED WITH LENDER 1001. Hazard insurance months C $ oer month 1002. MortaaOe Insurance months ~ $ oer month 1003. City DrODertV taxes months ~ $ oar month 1004. Coun~taxes months ~ $ oar month 1005. School taxes months $ Der month 1100. TITLE CHARGES 1101. Lien certificate 1102. Tille examination to 1103. Document Preoaration to PC of deed and assiCnments 100.00 150.00 1104. Notarv Fees to ALSI 15.00 15.00 1105. Attornev's Fees to YYPClsee invoicef 635.00 1106 Tille Insurance to ALSI 541.75 1107. Endorsements 100130018.1 to ALSI 1108. Lender's Coverage $N1A 1109. Owner's Coveraae $40.000.00 lElnhancedl 1110. Settlement X office to ALSI 1111. Extra CoOies to ALSI 1112. Recordinc toALSI 1113 Closina Service Letter fee to LTIC 1200. GOVERNMENT RECORDING AND TRANSFER CHARGES 1201. Recordino Fees: DeedS . MortoaCle$ ; ReleaseS 44.00 1202. CitVICountvTax Stamos: DeedS . Mortoaoe$ 400.00 400.00 1203. Janice Youno & Euoene M. Gincrich 11 206.63 1204 Kevstone Guardianshm Services 2.730.21 1300. ADDITIONAL SETTLEMENT CHARGES 1301 MVers Funeral Horne 4,995.00 1302. Tax Claim Bureau for delinouent tax 2,269.92 1303.2008 CounlVlax 368.53 1304. City-water termination 25.00 1305 CftV insoection POC 575.00 bVseller 1306 City sheet POC S50.00 bvSeller 1307 Transaction fee to Centurv21 125.00 125.00 1308 2008 City lax 509.92 1309 citV of H60 utilities 307.79 1400. TOTAL SETTLEMENT CHARGEStenter on lines 103 and 502\ 1,225.75 26 538.00 f have carefully reviewed the HUO:'fSettlement Statement and to the best of my knOwledge and belief, it is a true and accurate statement of all receipts and disbursements made on my account in this transaction. I further certify that I have received a copy of the HUD-1 Settlement Statement. Borrower #1 Bonrower #2 Seller #1 Seller #2 To the best of my knowledge, the HUD_1 Setdement Statement which I have prepared is a true and accurate. account of the funds which were received and have been or will be disbursed by the undersigned as part of the settlement of this transaction. Alpha Land SectJrity, Inc. By Date: Settlement Acent 5/28/2008 9:01 AM FROM: (717)975-1912 YYPC Yaffe _Yaffe, P.C. TO: 692-3554 PAGE: 005 OF 006 PART 2 SETTLEMENT SHEET FOR GOLDlUNG & LIPMAN, INC. (G&L) CONCOMITANT TO SALE OF P A LIQUOR LICENSE AND AMUSEMENT PERMIT # 11870 AND RELATED MACHINERY. EQUIPMENT AND FURNITURE TO PID ENTERTAINMENT. INC. (PJD) May 20, 2008 Sale price.. ........... ....... ......... ....... ............. ................. ..... ............. .......... .... ....... ...$1 00,000.00 Real estate commission to Century 21 at the Helm (exclusi ve of real estate)......... ........ ............ ...... "'" ...... .$7,000.00 PLCB license fee 03/01108-05/23/08..............................$126.58 $7.126.58 BALANCE TO G&L before reserves..... ........ ................. ........ ...........................$92.873.42 RESER V ES FOR ANTlCIP A TED FUTURE EXPENSES: For medical expenses Claire Weldon...........................$4.832.45 For PA and federal capital gain taxes (including real estate).... ........ ........................ ...... ..S40,000.00 For dissolution of corporation. .......... ............ ............ ...$5,000.00 For fees and costs to Keystone Guardianship Services. ..... ........... ..... ...... ....... ...... ......,.......... ........ ..$3 ,111.67 $52.944.12 Proceeds to United Church of Christ Home on its May 7, 2008 mortgage, Dauphin County Recorder Instrument #20080018323...........................$39.929.30 (mortgage to be satisfied upon payment of this amount) Provisional Approval OS/23/08: Yoffe & Yaffe, P.e. By: ~lIJrf?' NORMAN M. YOFFE, Attorney GOLDRING & LIPMAN, INC. By: KEYSTONE GUARDIANSHIP SERVICES, Guardian for Claire R. Weldon, an incapacitated person and sole stockholder 1 .- By: L 6'nd~ R ~&--trdd..... CONSTANCE E. STONEROAD, President THE MATTER OF CLAIRE R. WELDON: AN ADJUDICATED INCAPACITATED INDIVIDUAL IN THE COURT OF COMMON PLEAS CUMBERLAND COUNTY, PENNSYLVANIA ORPHANS COURT DIVISION NO. 21-07-0606 VERIFICATION I verify that the averments in this Petition for court approval to pay fees and costs are true and correct. I understand that false statements herein are made subject to the penalties of 18 Pa. C.S. 4904, relating to unsworn falsification to authorities. ID# KEYSTONE GUARDIANSHIP SERVICES Date: !JM7/z;lJ I I ~~~