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Home My WebLink About05-30-08 IIAY t 820DBf~ Y THE MATTER OF CLAIRE R. WELDON: IN THE COURT OF COMMON PLEAS AN ADJUDICATED : CUMBERLAND COUNTY, PENNSYLVANIA INCAPACITATED INDIVIDUAL ORPHANS COURT DIVISION NO. 21-07-0606 ORDER OF COURT AND NOW, this .3~ day of I'~ ,2008, upon consideration of the attached Petition it is hereby directed that the Guardian, Keystone Guardianship ServicE~s, is authorized to pay their fees and costs relative to the Cl~~ire Weldon Court Appointed Guardianship from the ward's funds from the settlement of the sale of the Pennsylvania Liquor License, equipment and the Real Estate know as the Weldon Cafe r.~ the amount of $3,111.67; and, ~~____ BY: J. Distribution: Keystone Guardianship Services Constance E. Stoneroad 129 Market Street - Suite "1" Millersburg, PA 17061 717-692-2345 _~ .. _. , c;~ - .-, - ~. .... ~ -.~ i ~~ - - - .\ ~ - -TJ - _ ~` :; .. -, ~' ~ - -_ ~ ., ~~ THE MATTER OF CLAIRE R. WELDON: IN THE COURT OF COMMON~-~LEAS _ ~~ AN ADJUDICATED CUMBERLAND COUNTY, PEN,VANF~, ` INCAPACITATED INDIVIDUAL ORPHANS COURT DIVISION ~'~? "` NO. 21-07-0606 `-`'~ r '-~ ; -~ -, -; ~~ ;~_-~ f,> _~ =- PETITION FOR COURT APPROVAL TO PAY FEES AND ~~OSTS tri TO THE HONORABLE JUDGES OF SAID COURT: AND NOW, this 28th day of May 2008 comes the gu<~rdian, Constance E. Stoneroad, of Keystone Guardianship Service:, 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 $=45.00 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 Estate Claire R. Weldon An Incapacitated Person 5. In view of the additional work :involved in the administration of Guardianship administr~ition, Keystone Guardianship Services is respectfully requesting the Court allow the payment of the fees and costs relative to the work preformed from March 1, 2008 to present. (see statement attached as Exhibi t "2 ") A. This includes time, travel and filing expenses relative to finalizing the sale of the Real Estate, the Liquor License and equipment of the Weldon Cafe'. The date now set for the settlement of: the sale of the Real Estate, Liquor License and equipment of the Weldon Cafe is set for Wednesday, May 28, 2008. B. This fee also includes time and travel for filing for assistance through the Department on Welfare for the second time. This does not include the time for the Appeal hearing for the denial received which will not be charge to Mrs. Weldon by Keystone. 6. Keystone Guardianship Services has pre~~ared an overview of the proceeds from the sale from the sale of the Real Estate, the Liquor License and the equipment as follows: The Sale price to be received: 140,000.00 (See Settlement Sheets Exhibit 3) Funds held by Sarah Todd in P/C Acct 7,174.65 Proceeds from the ING Insurance Policy 3,730.60 Known Expenses: Reduction of Sale price due to deterioration of roof since signing as is agreement Net Expense on Settlement Sheets Sarah A. Todd Memorial Home Reserve for Medical Expenses due Myers Funeral Home Burial Reserve 3,000.00 4,304.30 51,019.74 4,832.45 4,995.00 Page 2 of 3 Pages Estate Claire R. Weldon An Incapacitated Person Keystone Guardianship Services Prior Court Order 2,730.21 Janice Young & Eugene M. Gingrich 11,206.63 Commission on sale of Real Estate 9,800.00 Reserve for Corporate Taxes and expenses regarding sale and the dissolution of Corporati~~n 45,000.00 18. It is the intent of Keystone Guardiar.~ship Services to pay funds remaining after the settlement of all of the affairs regarding the Goldring & Lipman Corporation (~~/k/a The Weldon Cafe) to the Sarah A. Todd Memorial Nursing Home toward the Wards cared. WHEREFORE, the aforementioned guardian respe~:tfully requests this Honorable Court enter an Order directing thf=_ following: Keystone Guardianship Services authorization to pay their fees and costs relative to the Claire Weldon Court Appointed Guardianship from the ward's funds from the settlement of the sale of the Pennsylvania Liquor License, equipment and the Real Estate know as thE~ Weldon Cafe in the amount of $3,111.67; Respectfully Submit:te Date j' o~~ Ov Jef 44 e Y t; s c~u i re Constance E. Stoneroad KEYSTONE GUARDIANSE[IP SERVICES 129 Market Street ~cuite "1" Millersburg, PA 17061 Office (717) 692-2345 Cell (717) 265-405E Page 3 of 3 Pages DMAR ~ ~ ~DO~ /Y/~ THE MATTER OF CLAIRE R. WELDON: IN THE COURT OF COMMON PLEAS AN ADJUDICATED CUMBERLAND COUNTY, PENNSYLVANIA INCAPACITATED INDIVIDUAL ORPHANS COURT DIVISION NO. 21-07-0606 ORDER OF COURT AND NOW, this ~~d~ day of ~~iG , 20 u on P consideration of the attached Petition to Se 1:1 Real Estate and Corporate Assets, it is hereby directed treat the guardian, Keystone Guardianship Services, be allowed to 1. Keystone Guardianship Services authori~;ation 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 oj: the Pennsylvania Liquor License, equipment and the Real F;state know as the Weldon Cafe in the amount of $2,730.21; and, 2. Keystone Guardianship Services authoriz~~tion 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 settlemE~nt of the pending sale of the Pennsylvania Liquor Licen~~e, equipment and the Real Estate know as the Weldon Cafe in the amount of $11,206.63. B R J. Distribution: Keystone Guardianship Services Constance E. Stoneroad 129 Market Street - Suite "1" Millersburg, PA 17061 717-692-2345 ~ H~BR i~ -;; ~~ '__a _ , _ r,~ ' c:-; c:~; .. - : ~ , h ~~~~ GUARDIANSHIP SERVTC>~S 129 MARKET STREET SUITE 1 MILLERSBURG, PA 17061 STATEMENT CLAIRE WELDON SARAH TODD MEMORIAL I 02/29/2008 03/05/2008 03/06/2008 03/07/2008 03/24/2008 03/25/2008 03/26/2008 03/28/2008 PREVIOUS BALANCE FEES TRAVELED TO SARAH TODD NURSING HOME TELEPHONE CALL TO MARY JANE WALKER AT SARAH TODD TRAVELED TO MEET MIKE TRAVELED TO PAY CITATION FOR CAFE TELEPHONE 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-MAIL TO SARAH TODD Prepared petition for payment of Keystone's fees and expenses and for Mike & Janice's costs TELEPHONE CALL FROM LIQUOR CONTROL BOARD TELEPHONE CALL TO MIKE TRAVELED TO MEET MIKE TRAVELED TO PAY FINE TELEPHONE CALL FROM SARAH TODD HOME TELEPHONE CALL TO NORMAN YOFFE TELEPHONE CALL TO AND FROM SUE AT SARAH TODD TRAVELED TO SARAH TODD HOME EJ(H~BR ~~ ~ 11 STATEMENT DATE: 05/22/2008 STATEMENT NO: 20900 CI~IENT ID: WELDONC-001 $2,730.21 Rate Hours 60.00 0.25 15.00 60.00 1.00 60.00 60.00 2.00 120.00 60.00 1.50 90.00 60.00 0.30 18.00 60.00 1.50 90.00 60.00 0.30 18.00 60.00 1.00 60.00 Page: 1 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 SANDYATJUDGE GRUDGE'S OFFICE 60.00 0.20 12.00 05/07/2008 TELEPHONE CALL FROM NORMAN YOFFEE TRAVELED TO LATSHA 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 05/22/2008 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 EXPENSES 02/29/2008 MILEAGE TO/FROM SARAH TODD HOME 7 58 03/05/2008 MILEAGE TO/FROM MEETING MIKE AND TO PAY CITATION 12.83 03/07/2008 PHOTOCOPY CHARGES 5.00 03/25/2008 MILEAGE TO/FROM MEET MIKE AND PAY CITATION 7.58 03/28/2008 MILEAGE TO/FROM SARAH TODD HOME 15.15 03/31/2008 MILEAGE TOlFROM DPW IN CARLISLE 17.17 04/21/2008 PHOTOCOPY CHARGES 1.60 04/24/2008 PHOTOCOPY CHARGES 5.20 04/24/2008 FACSIMILE COSTS 2 75 04/25/2008 PHOTOCOPY CHARGES 9.00 04/25!2008 MILEAGE TO/FROM 20.20 05/16/2008 PHOTOCOPY CHARGES 4.50 05/22/2008 MILEAGE TO/FROM YOFFEE'S OFFICE 31.31 Total Expenses 139.67 ADVANCES 05/16/2008 FILING FEE -PREPAID BURIAL !PAYMENT OF FEES (2) 45.00 Total Advances 45.00 Total Current Work 3,111.67 BALANCE DUE $5,841.88 5/28/2008 9: C1 AM FROM: (717)975-1912 YYPC Yoffe _Yoffe, P.C. T0: 692-3559 PAGE: 001 OF C06 Settlment Statement U.S. Department of Housing and Urban Development OMB No. 2502-0256 T of Loan 1. FHA 2. FMHA 3. Conv. Unlns 4. VA 5. Conv. Ins. 6. File Number 7. Loan Number: Mort a e Insurance Case Number: C. Note: this form is fumished to give you a statement of actual settlement costs. Amounts paid to and by the settlement agent are shown. Items marked "(p.o.c.)" were paid outside the closing; they are shown here for information u ses and are not included in the totals. D. Name/Address of Borrower: Dobson Family Partliership E. Name/Address of Seller: Claire R. W ddon F. Name/Address of Lender. WA G. Property Location: 523 S. 19th Street Harrisburg, PA Dauphin County J. SUMMARY OF BORROW ER'S TRANSACTION ettlement Agent: Alpha Settlement Date: 05/28/0 B Land Security, Inc. (ALSI) Place of Settlement: AL°.I 214 Senate Avenue, Suite 404 Camp HIII, PA 17011 SUMMARY OF SELLER'S TRANSACTION 100. GROSS AMOUNT DUE FROM BORROWER 400. GROSS AMOUNT DUE TO SELLER 101. Contract Sales Price 40 000.00 401. Contract Sales Price 40 OOD.00 102. Personal Pro 402. Personal Pr er i 03. Settlement char a to borrower Line 1 225.75 403.00 1400 104.00 404.00 105.00 405.00 Ad ustments for items aid b seller in advance Ad~ustments far items old b seller in adNance 106. CI !town taxes 406. Ci /toHm taxes 5/28/06-12/31106 522.26 107. Count taxes 407. Count taxes INCLUDED IN LINE 406 108. Scholl Taxes 408. School Taxes 5/28/08-06/30108 106.18 109. Refuse 409. Refuse 110. Water 410. W afar 111. Sewer 411. Sewer 112. See lines 406/408 628.44 412 120. GROSS AMOUNT DUE FROM BORROW ER 41,854.19 420. GROSS AMOUNT DUE TO SELLER 40 628.44 200. AMOUNTS PAID BY OR ON BEHALF OF BORROWER 500. REDUCTIONS IN AMOUNT DUE'r0 SELLER 201. osit or earnest more $5,000 C21; $100 ALSI 5 100.00 501. Excess De osit see instructions 202. Princi aJ amount of new loans 502. Settlement char es to seller line 26 538.00 1400 203. Existin loans taken subject to 503. Existin loans taken sub~ect to 204.00 504. Pa ff of 1st Mort a United Churoh of Christ 205.00 505. Home to receive Line 603 roceeds 206.00 506.00 207.OD 507.00 ADJUSTMENTS FOR ITEMS UNPAID BY SELLER ADJUSTMENTS FOR ITEMS UNPAID BY SELLER 210.CI town taxes 510. Cit /town taxes 211. Coun taxes 511. Coun taxes 212. Assessments 512. Assessments 213. Scholl Taxes 513. School Taxes 214. Refuse 514. Refuse 215. W afar 515. W afar 216. Sewer 516. Sewer 217 Sce Line 517 3,000.00 517 Roof re air allowance 3 000.00 218.00 518.00 219.00 519.00 220. TOTAL PAID BY/FOR BORROWER 8 100.00 520. TOTAL REDUCTIONS IN AMOUNIT DUE 29 538.00 SELLER 300. CASH AT SETTLEMENT FROM/TO BORROWER 600. CASH AT SETTLEMENT TO/FROM SELLER 301. Gross amount due from borrower 41 854.19 601. Gross amount due to seller line 40 628.44 line 120 420 302. Less amounts aid b ffor borrower 8 100.00 602. Less reductions in amount due 29 538.00 line 220 seller line 520 303. CASH X FROM TO BORROWER 33 754.19 603. CASH FROM TO X SELLER 11,090.44 SUBSTITUTE FORM 1099 SELLER STATEMENT: The information contained herein is important tax Informaticm and is being furnished to the Internal Revenue Service. ff you are required to file a return, a negligence penalty or other sanction will be imposed on you if this item is required to be reported and the IRS determines that it has not been reported. The Contract Sales Drice descrlb~ed on line 401 above constitutes the Gross Proceeds of this transaction. SELLER INSTRUCTIONS: If this real estate was your principal residence, file Form 2119, Sale or Exchange of Principal Residence, for env Rain, with Your income tax return; far other transactions, complete the applicable parts of Form 4797, Form 6252 and/or Schedule D (Form 1040). You are required bylaw to provide Alpha Land Security, Inc. with your correct taxpayer identfication number. if feu do not provide your correct taxpayer identification number, you may be subject to civic or criminal penalties imposed bylaw, and under penalties of perjury. certify that the number shown on this statement is my correct taxpayer idenUlicaGon number. Claire R. W eldon by Keystone Guardianship Services, Inc. ~H~B~ 8v: Seller #1 Constance E. Stoneroad, Guardl~ Borrower #1 Dobson Family Partnership r 1 /~ Seller #2 Borrower #2 5/28/2008 9:01 AM FROM: (717)975-1912 YYPC Yoffe _Yoffe, P.C. T0: 692-3559 PAGE: 002 OF C06 L. SETTLEMENT CHARGES 700. TOTAL SALES/BROKER'S COMMISSION BASED ON PRICES PAID FROM PAID FROM AT % = BDRROWER'S SELLER'S Division of Commission line 700 as follows: FIJNDS AT FUNDS AT 701.32 800.00 to Cantu 21 at the Helm SIETTLEMENT SETTLEMENT 702.3 to 703. Commission paid at Settlement (Money retained by broker a lied to commission $ Exlt Real 2800.00 800. ITEMS PAYABLE IN CONNECTION WITH LOAN 801. Loan Ori ination Fee 802. Loan Discount q° 803. A raisal Fee to 804. Credit Re rt to 805. Broker Fee to 806. Tax Service Fee to 807. Processin Fee to 808. Courier Fee to 809. Flood Cert. To 810. Yield read to 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 $ /da 902.00 903.00 1000. RESERVES DEPOSITED W{TH LENDER 1001. Hazard insurance months $ er month 1002. Mort a e insurance months $ er month 1003. Ci ro taxes months $ r month 1004. Coun r rt taxes months $ r month 1005. School taxes months 5 er month 1100. TITLE CHARGES 1101. Lien certificate 1102. Title Examination to 1103. Document Pre aration to PC of deed and assi nments 100.00 150.00 1104. Nola Fees to ALSI 15.00 15.00 1105. Attorne 's Fees to YYPC see invoice 635.00 1106 Title Insurance to ALSI 541.75 1107. Endorsements 100/300!8.1 to ALSI 1108. Lender's Covets $ WA 1109. Owner's Covers a 540,000.00 enhanced 1110. Settement X office to ALSI 1111. ExVa Co ies to ALSI 1112. Recordin to ALSI 1113 Closin Service Letter fee to LTIC 1200. GOVERNMENT RECORDING AND TRANSFER CHARGES 1201. Recordin Fees: Deed$ ; Mort a e$ ; Release$ 44.00 1202. Ci /Coun Tax Stam s: Deed$ • Mort a e$ 400.00 400.00 1203. Janice Youn 8 Eu ene M. Gin rich 11,206.63 1204 Ke stone Guardianshi Services 2,730.21 1300. ADDITIONAL SETTLEMENT CHARGES 1301 M ers Funeral Home 4,995.00 1302. Tax Claim Bureau for Jelin uent tax 2 269.92 1303. 2008 Count tax 368.53 1304. Ci water termination 25.00 1305 Cit ins action POC 575.00 b Seller 1306 Ci sheet POC 550.00 b Seller 1307 Transaction fee to Cantu 21 125.00 125.00 1308 2008 Cit tax ~g 92 1309 C' of Hb utilities 307.79 1400. TOTAL SETTLEMENT CHARGES enter on lines 103 and 502 1,225.75 26,538.00 I have carefully reviewed the HUD-1 ettlement 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 Borrower #2 Seller #1 Seller #YL To the best of my knowledge, the HUD_1 Settlement Statement which I have prepared is a true and accurate.account of the funds which were received and have been or wilt be disbursed by the undersigned as part of the settlement of this transaction. Alpha Land Security, Inc. BY Date: Settlement A ant 5/28/2008 9:01 AM FROM: (717)975-1912 YYPC Yoffe _Yoffe, P.C. T0: 692-35.'i9 PAGE: 005 OF 006 PART 2 SETTLEMENT SHEET FOK GOLDRING & LIPMAN, INC. (G&L) CONCOMITANT TO SALE OF PA LIQUOR LICENSE AND AMUSEMENT PERMIT #l 1870 AND RELATED MACHINERY. EQUIPMENT AND FURMTURE TO PJD ENTERTAINMENT, INC. (PJD) May 20, 2008 Sale price ............................................................................... Real estate commission to Century 21 at the Helm (exclusive of real estate) ............................................ PLCB license fee 03/Oi/08-OS/23/08 ........................ BALANCE TO G&L before reserves ................................... RESERVES FOR ANTICIPATED FUTURE EXPENSES: S92"R73.42 For medical expenses Claire Weldon ...........................$4,832.45 For PA and federal capital gain taxes (including real estate) ............................................540,000.00 For dissolution of corporation ......................................$5,000.00 For fees and costs to Keystone Guardianship Services ....................................................................$3,111.67 $52.944.12 Proceeds to United Church of Christ Home on its May 7, 2008 mortgage, Dauphin County Recorder Instrument #20080018323 ...........................$~Q~?~- (mortgage to be satisfied upon payment of this amount) Provisional Approva105/23/08: Yoffe &Yoffe, P.C. `/ NORMAN M. YOFFE, Attorney GOLDRING & LIPMAN, INC'. By: KEYSTONE GUARDIANSHIP SERVICES, Guardian for Claire R. Weldon, an incapacitated person and sole stockholder (;~~~ CONSTANCE E, STONERO~~D, President ..................... $100,000.00 ..$7,000.00 .....$126.58 $7.126.58 THE MATTER OF CLAIRE R. WELDON: IN THE COURT OF COMMON PLEAS AN ADJUDICATED CUMBERLAND COUNTY, PENNSYLVANIA INCAPACITATED INDIVIDUAL 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. KEYSTONE GUARDIANSHIP SERVICES Date : ~Ic~`1~ ~D 7 ~~~ ~~ ~ ,~~t~~`~-- onstance E. StoneY~oad In Re: CLAIRE R WELDON ORPHANS' COURT DIVISION COURT OF COMMON :PLEAS OF CUMBERLAND COUNTY PENNSYLVANIA NO. 21-07-0606 ORDER DATE: JUDGE'S INITIALS: CERTIFICATE OF SERVICE OF ORDER TIME STAMP DATE: 05/30/08 IN RE: ORDER OF COURT SERVICE TO: KEYSTONE GUARDIANSHIP SERVICES METHOD OF MAILING: ® USPS ^ RR-R ^ HAND DELIVERED ^ OTHER MAILED: 05/30/08 ENVELOPES PROVIDED BY: ® PETITIONER ^ JUDGE ^ CLERK OF ORPHANS COURT SERVICE TO: METHOD OF MAILING: ^ USPS ^ RRR ^ HAND DELIVERED ^ OTHER MAILED: ENVELOPES PROVIDED BY: ^ PETITIONER ^ JUDGE ^ CLERK OF ORPHANS COURT Clerk of Orphans' Court