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Home My WebLink About01-23-09FIRST AND FINAL ACCOUNTING and SCHEDULE OF PROPOSED DISTRIBUTION BY DORA GALE PUGH, EXECUTRIX for Estate of MARGARET L. WILHELM, Deceased No. 21-06-0412 (Cumberland County) Date of Death: Date of Executor Appointment: Date of First Complete Advertisement of Letter: Accounting for the Period: January 10, 2006 June 2, 2006 July 7, 2006 January 10, 2006 to January 12, 2009 Lisa Marie Coyne, Attorney COYNE & COYNE, PC. 3901 Market Street Camp Hill, PA 17011-4227 717-737-0464 Attorneys For Estate n ~ ~-- _- O C~ ~ _ ~ ~ ~ r' ~~ ~ C- '`'- ~~' N 1' ` Cal - _.: _.',7 . ~~ { Q'~ VN -- _ --- Assets Listed in Inventory Valued as of Date of Death RECEIPTS OF PRINCIPAL Acquisition -~-- _ iraluet M&T Bank Checking Acct. Refund of Monies Distributed to Heir in Error Refund from Manor Care Interest as of Dec. 31, 2008 $8,667.99 $214.31 - --- ~- - - -_ TOTAL RECEIPTS OF PRINCIPAL ~ - ~ $23,390.25 DISBURSEMENTS OF PRINCIPAL __ _ - - - -~ - - Debts and Expenses: -- - Amount _ - _- _ _ -- Ambulance Service EPT f $100.00. - __ -- Capital Blue Cross $409.20 --_ - _ _ __ -- - - ~_ Postage $50.00 _ _ I Inheritance Tax Return Filing Fee _ $15.00 Bradford Dorrance,-Esq. $75.00 Executor's Commission I I __ $1,500.00 _ - - Patriot News -- Legal Advertisement $97.63 - _ _ - - - _. Cumberland Law Journal -- Legal Advertisement $75.00.: _ -- - - - - - - _ __ Latz Funeral Home, Salem, Virginia _ $1,852_.16 M ers-Hamer Funeral Home ~ -Y _- _ __II $834.00 - __ Filin Fee -Final Accountin -- _ - - -- g _ g i $50.001. - Reserves Lodging, Reception, & Flowers _ $300.00 $5,407.99' Attorney Fees: - ~ _ _ _ - ~- Coyne & Coyne, P.C. (Partial Payment) _ r $1,542.05 $1,542.05 -- - _ - Total Disbursements: $6,950.041 PRINCIPAL BALANCE ON HAND ~ - - - - -_ _ - _ _ - .~- Total Receipts and Principal - -- -- _~ $23,390.25 -- ~_ _ Total Distributions of Principal ~- - - - - -$6.950.04 '---~- - -- - - _~ - - TOTAL NET ESTATE ! 440.21 t - - - - - - -- -! - Proposed Final Distributions: ~-- - -- - _ -- - -- _ -~- - - - __ _ _ _-- __ - _ _ Coyne & Coyne, P.C. (Balance of Atty. Fee) $1,200 00 ~ - - - -___ - - - -- ~- - - i_ - - - DPW Class 3 Claim $25,195.58. + -- -- -~ ---- $15,240.21 - -- __ _ - - ~ - _ _ -- DPW Class 6 Claim (unsecured) $6,965.5_4 ~ -- - _ $0 00 ---- ___ Discover Card-- Claim (unsecured) $3,959.32 - - _ - $0.00 i - _ --. - - ~-- ----- -- - MBNA-- Claim (unsecured) $6,425.18 --- - _ -- _ _ _ $0.00 -_ ~- -- HFC Credit-- Claim (unsecured) $11 956.96 $0.00 -- _ _- - ~ - - - _ _ - -- -- -_ I _- Gale Pugh-- Residual Heir - - $0.00 -- ~ - -- - -- _ ---- - Callie Loretta Holdaway--Residual Heir _~ - $0.00 - - -~ _ _ _ - - __ ---_- Total Distribution ~---- - _ - ! $16,440.21+ _- ~. - -_ - - ~ - __ _ - -- l - g - _ 1 _- -- - Dora Gale Pugh, Executrix of the Estate of Mar aret L. Wtlhem deceas L ed, hereby declares an oath --- t at she has fully and faithfully discharged the duties of her office; that the foregoing First and Final __ -- - _ _ ---- - - ccount and Proposed Schedule of Distribution is true and correct and fully discloses all the significant - - -- _- - -- transactions occurring during the accountin eriod and that the Grant of Letters and the first complete - -- - -_ - - -- - --_ _ - a ver isement t ereof occurred more than four (4) months before the filing of the Account; and - -- -- - -- _ - ---_ _ -- t at a 1 known claims against the Estate have been paid in full that to her knowledge, there are no -- claims now outstanding against the Estate; and that all taxes presently due have been paid. - - _ -- ~ - _ - -_ - - - Dora Hugh, ecutrix - -- -- -- - ___--- Sworn and subscribed before -- - - T--_ _ -- - me this Z 2 day of _ Y -_ - _- ~- - ~~ ~ .2009 - ---- - - ~ --~-- v - - - ---- -- - -- - - - - -- o ary Public _ - -! --- I COMMONWEALTF! OF PEwrr~~warv~n NOTARIAL SEAL Lisa Marie Coyne, Notary Public Hampden Tpuvnshrp, Cumberland County My Commiasion,ExpirosDuno 10, ~OL2 DECEDENT'S ESTATE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA ORPHANS' COURT DIVISION ESTATE OF MARGARET L. WILHELM DECEASED r-_~ ~n ..: :- ;, ==i ~a <~ -. -- .,. w _ _~ :~. '> --.~. ~__ G"~ ' t No. 21-06-0412 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 adjudication. INCL UDE ATTACHMENTS AT THE BACK OF THIS FORM. Name of Counsel: Lisa Marie Coyne, Esq. Supreme Court I.D. No.: 53788 Name of Law Firm: Coyne 8 Coyne, P.C. Address: 3901 Market Street, Camp Hill, PA 17011-4227 _ Telephone: 717-73 7-0464 Fax: 717-737-5161 Form oc-or rev. ~0.~3.06 Page 1 of 10 Estate of MARGARET L. WILHELM 1. Name(s) and address(es) of Petitioner(s): Name: Dora Gale Pugh Address: 300 Ridge Road, Lot 54 Etters, PA 17319 Deceased 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? ..................... ~ Yes ~ No If not, identify prior accountings, the accounting periods covered, and the date of adjudication of the prior accounting. 2. Decedent died on January 10, 2006 Letters Testamentary or 0 Letters of Administration were granted to Petitioner(s) on June 2. 2006 Date of Will (f applicable): August 21, 1985 Date(s) of Codicil(s) (if applicable): Date of probate (f d~erent from date Letters granted): Was a bond required? Yes ~ No If yes, state amount: Are proofs of advertising of the grant of Letters attached? ......... ~ Yes ~ No Dates of advertising of the grant of Letters: patriot News: June 21, 28 and July 5, 2006; Cumberland Law Journal: June 23, 30 and July 7, 2006 Form OC-01 rev. 10.13.06 Page 2 of 10 Estate of MARGARET L. WILHELM _ ,Deceased 3. Was decedent survived by a spouse? ............................. Yes No If yes, name of the surviving spouse: 4. Has the surviving spouse filed to take an elective share? ............. ~ Yes No (See Section 2201 et sue. 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): 6. Did decedent marry after execution of Will or Codicil(s)? ........... ~ Yes Q No Were any children born to decedent after execution of Will or Codicil(s)? ......................... ~ Yes No .................. If yes, give names and dates of birth: Name: Date of Birth: 7. If required by the Medical Assistance Estate Recovery Act, 62 P.S. § 1412, was a request for a statement of claim sent to the Department of Public Welfare? .............................. Yes Na Form oc-o~ Yw. io.t3.o6 Page 3 of 10 Estate of MARGARET L. WILHELM 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 sui juris (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): Address of Each Party in Interest Dora Gale Pugh Daughter 50% Residual 300 Ridge Road, Lot 54 Etters, PA 17319 Callie Loretta Holdaway Daughter 50% Residual 2913 West 2300 North Clinton, Utah Form OC-01 rev. 10.13.06 Page 4 of l0 Estate of MARGARET L. WILHELM NONE. Deceased C. State why a Petition for Guardian/Trustee Ad Litem has or has not been filed for this Audit (see 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 OG01 rev. 10.13.06 Page 5 of 10 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. Estate of MARGARET L. WILHELM ,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. Name and Address of Each Claimant Amount of Claim Claim Admitted? Will Claim Be Paid In Full? DPW Class 3 Claim $25,965.54 Yes Yes No ~ No DPW Class 6 Claim $6,965.54 Wes No Yes No Discover Card $3,959.32 Yes No ~ Yes No HFC Credit $11,956.96 Wes ~No Yes ~ No MBNA Credit Card $ 6,425.18 If the estate is insolvent, attach a schedule setting forth the order of preference under 20 Pa.C.S. § 3392 and the proposed payments. 11. Was family exemption claimed? ................................ ~Yes.,/No Y P ~ ................................ Was famil exem tion allowed. Yes l~+ No Family exemption claimant's name and relationship: Nnme: Relationship: Form OGO/ rev. l0. l3.Oti Page 6 of 10 Estate of MARGARET L. WILHELM Deceased 12. The amount of Pennsylvania Transfer Inheritance Tax and additional Pennsylvania Estate Tax paid, the date(s) of payment(s), and the interest(s) upon which paid, are as follows: Date Payment Interest June 23, 2006 Tnsnlvent F.ctate 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? ................... 0 Yes 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 of the estate. 14. A. Describe in detail any questions requiring adjudication and state the position of the Petitioner(s) as to each question: Acceptance of Schedule of Distribution and Payment of Unsecured Creditors as reflected in attached accounting. B. Has notice of the question requiring adjudication been given to the parties identified in Paragraph 9 above? .................. ~ Yes No 15. If Petitioner(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 oc-ol rev. /0.13.06 Page 7 of 10 Estate of MARGARET L. WILHELM ,Deceased 16. Had the decedent been adjudicated an incapacitated person? .......... Yes ~ 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. B. Has notice of the additional receipts and disbursements been given to the parties identified in Paragraph 9 above? ............. Yes ~ 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? ........................................ ~ Y es ~ No If so, attach a copy of the notice. 19. Is the Court being asked to direct the filing of a Schedule of Distribution? .......................... Yes ~No As to real estate only? ........................................ Yes ~ No Form OGOi rev. 10.13.06 Page 8 of 10 Estate of MARGARET L. WILHELM ,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 See Attached Schedule of Distribution B. Principal: Proposed Distributee(s) See Attached Schedule of Distribution Amount/Proportion Submitted By: (All petitioners must sign. Add additional lines if necessary): Name of Pet oner: Dora Gale Pugh Name of Petitioner: Form oc-ol rev. 10.13.06 Page 9 of 10 Estate of MARGARET L. WILHELM ,Deceased Verification of Petitioner (Verification must be by at least one petitioner.) The undersigned hereby verifies * [that he/she S H ~ is title ~k~' ~.i! Tie - X of the above-named name of corporation ES Ti7-Tc= 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. § 4904 (relating to unsworn falsification to authorities). ~~~~ ~ ~ _ Signature etitioner * 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. ~_~ Signa re of Counsel for Petiti er FormOC-0/ rev. 10./3.06 Page 10 of 10 FIRST AND FINAL ACCOUNTING and SCHEDULE OF PROPOSED DISTRIBUTION BY DORA GALE PUGH, EXECUTRIX for Estate of MARGARET L. WILHELM, Deceased No. 21-06-0412 (Cumberland County) Date of Death: Date of Executor Appointment: Date of First Complete Advertisement of Letter: Accounting for the Period: January 10, 2006 June 2, 2006 July 7, 2006 January 10, 2006 to January 12, 2009 Lisa Marie Coyne, Attorney COYNE & COYNE, PC. 3901 Market Street Camp Hill, PA 17011-4227 717-737-0464 Attorneys For Estate y~X~~~ir .,~ ~J RECEIPTS OF PRINCIPAL Fiduciary Assets Listed in Inventory Acquisition ~I ~I Valued as of Date of Death Value I Cash i M&T Bank Checking Acct. $14,437.61 $14,437.61 ~ I Receipts Subsequent to Death: Refund of Monies Distributed to Heir in Error I $8,667.99 Refund from Manor Care ~; $214.31 Interest as of Dec. 31, 2008 !, $70.34 I $8,952.64; TOTAL RECEIPTS OF PRINCIPAL $23,390.25 DISBURSEMENTS OF PRINCIPAL Debts and Expenses: Amount; Ambulance Service EPT $100.00 ~ Capital Blue Cross $409.20 ~ Postage $50.00 I I, Inheritance Tax Return Filing Fee $15.00 j Bradford Dorrance, Esq. $75.001 Executor's Commission $1,500.00' Patriot News -- Legal Advertisement $97.63 Cumberland Law Journal -- Legal Advertisement $75.00 Latz Funeral Home, Salem, Virginia $1,852.16'; Myers-Hamer Funeral Home $834.00', Filing Fee--Final Accounting $50.00 Reserves $50.00 Lodging, Reception, & Flowers $300.00 $5,407.99 Attorney Fees: Coyne & Coyne, P.C. (Partial Payment) $1,542.05 $1,542.05 Total Disbursements: $6,950.04 PRINCIPAL BALANCE ON HAND Total Receipts and Principal $23,390.25' ~ Total Distributions of Principal $6.950.04 TOTAL NET ESTATE $16,440.21 Proposed Final Distributions: ~ ~_ TO: i --- Coyne & Coyne, P.C. (Balance of Atry. Fee) ~ $1,200.00 . - I DPW Class 3 Claim $25,195 58 $15,240.21 I DPW Class 6 Claim (unsecured) $6,965.54 Discover Card-- Claim (unsecured) $3,959.32 $0.00 $0.00 , ~, MBNA-- Claim (unsecured) $6,425.18 HFC Credit-- Claim (unsecured) $11,956.96 $0.00 $O.OO ~I -- Gale Pugh-- Residual Heir Callie Loretta Holdaway--Residual Heir $0.00 $0.00 1 Total Distribution $16,440.21 i Dora Gale Pugh, Executrix of the Estate of Margaret L. Wilhem, deceased, hereby declares an oath that she has fully and faithfully discharged the duties of her office; that the foregoing First and Final Account and Proposed Schedule of Distribution is true and correct and fully discloses all the significant transactions occurring during the accounting period and that the Grant of Letters and the first complete advertisement thereof occurred more than four (4) months before the filing of the Account; and that all lrnown claims against the Estate have been paid in full; that to her lrnowledge, there are no claims now outstanding against the Estate; and that all taxes presently due have been paid. -,- Dora G Pugh, ecutrix Sworn and subscribed before I ~ me this Z Z day of ~ FtN~ ~ 2009 ~ ~ ' - i 7_ D_.7.1:.. ~~ i _ ..~..». J ......-~ COMMONWEALTHENHSYLVANIA NOTARIAL SEAL Lisa Marie Coyne, Notary :Public Hampden Tg4vnship, Cumberland County tuty Cona_mission Exp+res June 70, 3072