HomeMy WebLinkAbout10-23-09 (4)DECEDENT'S ESTATE
COURT OF COMMON PLEAS OF
CUMBERLAND COUNTY, PENNSYLVANIA
ORPHANS' COURT DIVISION
ESTATE OF Russell C. Meck
.DECEASED
No. 21-07-0996
PETITION FOR ADJUDICATION /
STATEMENT OF PROPOSED DISTRIBUTION
PURSUANT TO Pa. O.C. RULE 6.9
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This form maybe used in all cases involving the Audit of the Account of a Decedent's Estate. If
space is insufficient, riders maybe attached. Attach the spouse's election, if any; the papers
required under items 8-19 inclusive; and any instrument pertinent to the adjudication.
INCLUDE ATTACHMENTS AT THE BACK OF THIS FORM.
Name of Counsel: John E. Slike Esq.
Supreme Court I.D. No.: 06262
Name of Law Firm: Saidis, Flower & Lindsay
Address: 2109 Market Street
Camp Hill, PA 17011
Telephone: 717-737-3405
Fax: 717-737-3407
E-mail:
Form OC-O1 Rev. 10-13-2006 Copyright (c) 2006 form software only The Lackner Group, Inc. Page 1 of 10
Estate of Russell C. Meck
Deceased
1. Name(s) and address(es) of Petitioner(s):
Name: I7anipl R Mrar_k
Address: 774 1-Innoctnwn Rn~ri
Mechanicsburg, PA 17050
Identify any executors or administrators who have not joined in the Petition for
Adjudication and Statement of Proposed Distribution and Account and state reason:
Is this the first accounting by this fiduciary? .......................................................................... ^X Yes ^ No
If not, identify prior accountings, the accounting periods covered, and the date of
adjudication of the prior accounting.
2. Decedent died on 10/25/2007
Q Letters Testamentary or
11 /02/2007
^ Letters of Administration were granted to Petitioner(s) on
Date of Will (if applicable): 05/03/1995
Date(s) of Codicil(s) (if applicable):
Date of probate (if different from date Letters granted):
Was a bond required? ^ Yes ~ IVo If yes, state amount:
Are proofs of advertising of the grant of Letters attached? .......................................... ~ Yes ^ IVo
Dates of advertising of the grant of Letters:
11 /16/2007 11 /23/2007 11 /30/2007
11 /14/2007 11 /21 /0200 11 /28/2007
Form OC-O1 Rev. 10-13-2006 Copyright (c) 2006 form software only The Lackner Group, Inc. Page 2 of 10
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Estate of Russell C. Meck
. Deceased
3. Was decedent survived by a spouse? ........................................................................ ~ Yes 0 No
If yes, name of the surviving spouse:
4. Has the surviving spouse filed to take an elective share? ......................................... ~ Yes 0 No
(See Section 2201 et sew. 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 the decedent marry after execution of Will or Codicil(s)? ............................................... ~ Yes ^X IVo
Were any children born to decedent after execution of
Will or Codicil(s) ~ Yes X^ 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? ..................................................................................... ^X Yes ~ No
Form ~C-~~ Rev. 10-13-2006 Copyright (c) 2006 form software only The Lackner Group, Inc. Page 3 Of 10
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Estate of Russell C. Meck
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:
Deceased
A. State each party's relationship to the decedent and the nature of each party's
interest(s):
Name and Address of Each Party in Interest
and
Interest
Daniel R. Meck
229 Hogestown Road
Mechanicsburg, PA 17050
Nephew
Stephanie Meck Grand Niece
229 Hogestown Road
Mechanicsburg, PA 17050
.5 carat diamond ring
nd fifty percent (50%)
f the residue.
fifty percent (50%) of
~e residue.
Form ~C-~'/ Rev. 10-13-2006 Copyright (c) 2006 form software only The Lackner Group, Inc. Page 4 of 10
Estate of Russell C. Meck
Deceased
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.
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).
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.
Form OC-01 Rev. 10-13-2006 Copyright (c) 2006 form software only The Lackner Group, Inc. Page 5 of 10
Estate of Russell C. Meck
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? ill Claim
Be Paid in
Full?
Above
Attachment
Total
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 ^X No
Was family exemption allowed? .........................................................................................
Family exemption claimant's name and relationship:
Name: Relationship:
Yes a No
Form OC-O1 Rev. 10.13-2006 Copyright (c) 2006 form software only The Lackner Group, Inc. Page 6 of 10
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Estate of Russell C. Meck
. 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
12/28/2007 50,000.00
06/25/2008 416.00
10/09/2008 269.26
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? ................................................................. ~ Yes 0 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:
B. Has notice of the question requiring adjudication been given
to the parties identified in Paragraph 9 above? ............................................................. ~ Yes X^ Wo
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-01 Rev. 10-13-2006 Copyright (c) 2006 form software only The Lackner Group, Inc. Page 7 of 10
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Estate of Russell C. Meck
Deceased
16. Had the decedent been adjudicated an incapacitated person? ............................................ ~ Yes 0 No
If yes, attach a copy of the Order if available; otherwise state 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.
Date Description Amount
B. Has notice of the additional receipts and disbursements been
given to the parties identified in Paragraph 9 above? .................................................... ~ Yes Q IVo
18. If a reserve is requested, state amount and purpose.
Amount:
1,000.00
Purpose: The purpose of the reserve is to cover any additional filing fees and estate
income taxes due and payable.
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? .................................................................................................. ~ Yes 0 No
If so, attach a copy of the notice.
19. Is the Court being asked to direct
the filing of a Schedule of Distribution? ................................................................................ a Yes ~ No
As to real estate only? .......................................................................................................... ~ Yes 0 No
Form OC-O1 Rev. 10-13-2006 Copyright (c) 2006 form software only The Lackner Group, Inc. Page 8 of 10
Estate of Russell C. Meck
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
B. Principal:
Proposed Distributee(s) Amount Proportion
See attached schedule
Submitted By:
(All petitioners must sign.
Add additional lin s if necessary):
. /1 ,
Name etitioner: Daniel R. eck
Name of Petitioner:
Name of Petitioner:
Form oC-~~ Rev. 10.13-2006 Copyright (c) 2006 form software only The Lackner Group, Inc. Page 9 of 10
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Estate of Russell C. Meck
Deceased
Verification of Petitioner
(Verification must be by at least one petitioner.)
The undersigned hereby verifies * [that nersne is nr~e
of the above-named name of corporation
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).
Signat a of Petitioner Dan el R. Meck
Signature of Petitioner
Signature of Petitioner
'' 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.
nature of Counsel for Petitioner
ohn E. Slike Esq.
Form ~C-U1 Rev. 10-13-2006 Copyright (c) 2006 form software only The Lackner Group, Inc. Page 10 of 10
Tyhe Patriot-News Co.
812 Market St.
Harrisburg, PA 17101
Inquiries - 717-255-8292
SAIDIS, FLOWER & LINDSAY
ATTN: JO ANN SEKER
2109 MARKET STREET
CAMP HILL
PA 17011
~~
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THE PATRIOT NEWS
THE SUNDAY PATRIOT NEWS
Proof of Publication
Under Act No. 587, Approved May 16, 1929
Commonwealth of Pennsylvania, County of Dauphin} ss
Joseph A. Dennison, being duly sworn according to law, deposes and says:
That he is the Assistant Controller of The Patriot News Co., a corporation organized and existing under the laws of the
Commonwealth of Pennsylvania, with its principal office and place of business at 812 to 818 Market Street, in the City of
Harrisburg, County of Dauphin, State of Pennsylvania, owner and publisher of The Patriot-News and The Sunday Patriot-News
newspapers of general circulation, printed and published at 812 to 818 Market Street, in the City, County and State aforesaid; that
The Patriot-News and The Sunday Patriot-News were established March 4th, 1854, and September 18th, 1949, respectively, and
all have been continuously published ever since;
That the printed notice or publication which is securely attached hereto is exactly as printed and published in their regular
daily and/or Sunday/ Metro editions which appeared on the date(s) indicated below. That neither he nor said Company is
interested in the subject matter of said printed notice or advertising, and that all of the allegations of this statement as to the time,
place and character of publication are true; and
That he has personal knowledge of the facts aforesaid and is duly authorized and empowered to verify this statement on
behalf of The Patriot-News Co. aforesaid by virtue and pursuant to a resolution unanimously passed and adopted severally by the
stockholders and board of directors of the said Company and subsequently duly recorded in the office for the Recording of Deeds
in and for said County of Dauphin in Miscellaneous Book "M", Volume 14, Page 317.
PUBLICATION COPY This ad # 0001775079 ran on the dates shown below:
November 14, 2007
November 21, 2007
- November 28, 2007
~curoR~s Mar~c~
R El C on tht.EsMM of ~
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K. la#~ of East Penas- ;
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orn to and sub i ed before me this 28 day of November, 2007 A.D.
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~, °~ Notary Public
~1N~r t'1"'~r
cw~r ~ p~ ~~ COMMONWEALTH OF PENNSYLVANIA
~+~+- ~ pws~ ~on~-e Notarial Seal
James L. Clwk, Notary Public
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My GxnmMelon E~lree Juurw 2, 2008
Member, Panrnylvenle Assaalr~tlon of NotNrlse
c~he ~latriot News
Now you know
PROOF OF PUBLICATION OF NOTICE
IN CUMBERLAND LAW JOURNAL
(Under Act No. 587, approved May 16, 1929), P. L.1784
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF CUMBERLAND
ss.
Lisa Marie Coyne, Esquire, Editor of the Cumberland Law Journal, of the County and
State aforesaid, being duly sworn, according to law, deposes and says that the Cumberland Law
Journal, a legal periodical published in the Borough of Carlisle in the County and State aforesaid,
was established January 2, 1952, and designated by the local courts as the official legal
periodical for the publication of all legal notices, and has, since January 2, 1952, been regularly
issued weekly in the said County, and that the printed notice or publication attached hereto is
exactly the same as was printed in the regular editions and issues of the said Cumberland Law
Journal on the following dates,
viz:
November 16, November 23, and November 30, 2007
Affiant further deposes that he is authorized to verify this statement by the Cumberland
Law Journal, a legal periodical of general circulation, and that he is not interested in the subject
matter of the aforesaid notice or advertisement, and that all allegations in the foregoing
statements as to time, place and character of publication are true.
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Lida Marie Coyne, Edi r
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Mec>r, Russell C., deed.
Late of East Pennsboro Town-
ship.
Executor: Daniel R. Meck, 229
Hogestown Road, Mechanicsburg,
PA 17050.
Attorneys: John E. Slike, Esquire,
Saidis, Flower & Lindsay, 2109
Market Street, Camp Hill, PA
17011.
SWORN TO AND SUBSCRIBED before me this
30 day of November, 2007
Notary
NOTARIAL SEAL
DEBORAH A COLLINS
Notory public
CARLISLE BORO, CUMBERLAND COUNTY
My Commission Expires Apr 28, 2010
LAW OFFICES
JOHN E. SLIKE
ROBERT C. SAIDIS
JAMES D. FLOWER, JR
CAROL J. LINDSAY
JOHN B. LAMPI
DANIEL L. SULLIVAN
ALBEP.T H. MASLAND
DEAN E. REYNOSA
THOMAS E. FLOWER
MARYLOU MATAS
JASON E. KELSO
SAIDIS, FLOWER & LINDSAY
A PROFESSIONAL CORPORATION
2109 MARKET STREET
CAMP HILL, PENNSYLVANIA 17011
TELEPHONE: (717) 737-3405 -FACSIMILE: (717) 737-3407
EMAIL: attorneyCa3sf1-law.com
www.sfl-law.com
October 23, 2009
Mr. Daniel R. Meck
229 Hogestown Road
Mechanicsburg, PA 17050
Re: Estate of Russell C. Meck; File No. 21-07-0996
Dear Stephanie,
CARLISLE OFFICE:
26 WEST HIGH STREET
CARLISLE, PA 17013
TELEPHONE: (717)243-6222
FACSIMILE: (717)243-6486
REPLY TO CAMP HILL
Enclosed is a copy of the Summary of Account for the Estate of Russell C. Meck which
will be presented for audit on November 24, 2009. Any objections to the Summary of Account
must be filed with the Court of Common Pleas of Cumberland County, Pennsylvania, Orphans'
Court Division, Cumberland County Court House by November 24, 2009 at 9 o'clock a.m.;
otherwise, any objections will be deemed waived.
If you have any objections or questions regarding the Summary of Account, please call us
so we can resolve any problems prior to the audit.
Very truly yours,
SAIDIS, FLOWER & LINDSAY
o E. Slike
Js
Enclosures
LAW OFFICES
JOHN E. SLIKE
ROBERT C. SAIDIS
JAMES D. FLOWER, JR
CAROL J. LINDSAY
JOHN B. LAMPI
DANIEL L. SULLIVAN
ALBERT H. MASLAND
DEAN E. REYNOSA
THOMAS E. FLOWER
MARYLOU MATAS
JASON E. KELSO
SAIDIS, FLOWER & LINDSAY
A PROFESSIONAL CORPORATION
2109 MARKET STREET
CAMP HILL, PENNSYLVANIA 17011
TELEPHONE: (717) 737-3405 -FACSIMILE: (717) 737-3407
EMAIL: attorney@sfl-law.com
www.sfl-law.com
October 23, 2009
Ms. Stephanie Meck
229 Hogestown Road
Mechanicsburg, PA 17050
Re: Estate of Russell C. Meck; File No. 21-07-0996
Dear Stephanie,
CARLISLE OFFICE:
26 WEST HIGH STREET
CARLISLE, PA 17013
TELEPHONE: (717)243-6222
FACSIMILE: (717)243-6486
REPLY TO CAMP HILL
Enclosed is a copy of the Summary of Account for the Estate of Russell C. Meck which
will be presented for audit on November 24, 2009. Any objections to the Summary of Account
must be filed with the Court of Common Pleas of Cumberland County, Pennsylvania, Orphans'
Court Division, Cumberland County Court House by November 24, 2009 at 9 o'clock a.m.;
otherwise, any objections will be deemed waived.
If you have any objections or questions regarding the Summary of Account, please call us
so we can resolve any problems prior to the audit.
Very truly yours,
SAIDIS, FLOWER & LINDSAY
o E. Slike
Js
Enclosures
IN THE COURT OF COMMON PLEAS OF
CUMBERLAND COUNTY, PENNSYLVANIA
ORPHANS' COURT DIVISION
IN THE ESTATE OF: No. 21-07-0996
RUSSELL C. MECK,
deceased Late of East Pennsboro Township
CERTIFICATION OF NOTICE
I hereby certify that written notice of the date, time and place of presentation of the First and
Final Account for the Estate of Russell C. Meck for audit and proposed statement of distribution
has been given by first class mail on October 23, 2009, to every unpaid claimant who has given
written notice of a claim and to every other person known to have or to claim an interest in the
estate as beneficiary, creditor, heir or next of kin pursuant to Pennsylvania Orphans' Court Rule
6.31.
Date: / 0 J~ 3 /~ y'
J E. Slike, Esquire
ttorney I.D. No. 06262
Saidis, Flower & Lindsay
2109 Market Street
Camp Hill, PA 17011
Telephone: (717) 737-3405