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Home My WebLink About09-08-11~, ~ .'. GUARDIANSHIP OF MINOR COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA ORPHANS' COURT DIVISION ESTATE OF MICHAEL D. POLITZER-HARDY ACCOUNT OFF & M TRUST COMPANY AND GENEVA R_ PnT.rT7FR No. 2005-378 PETITION FOR ADJUDICATION / STATEMENT OF PROPOSED DISTRIBUTION PURSUANT TO Pa. O.C. Rule 6.9 A MINOR GUARDIAN -T .J - -- ' -~ r- - :~ .. -~ c=. .~'\ ._~ _.. - =:-~ ~~ - ~, ~_- c This form may be used in all cases involving the Audit of the Account of a Guardian of the Estate of a minor or late minor. If space is insufficient, riders may be attached. INCL UDE ATTACHMENTS AT THE BACK OF THIS FORM. Name of Counsel: Thomas E. Flower Supreme Court I.D. No.: 83993 Name of Law Firm: Flower & Flower Address: 10 W. High St., Carlisle, PA 17013 Telephone: 717-243-5513 Fax: 717-241-4021 Form OG09 rev. 10.13.06 Page 1 of 5 - ~~ :~ ~T "~ ~; __; Estate of MICHAEL D. POLITZER-HARDY 1. Name(s) and address(es) of Petitioner(s): Petitioner: F & M Trust Company Name: Johri C. McGowan Adaress: 3907 Market St. Petitioner: Geneva B. Politzer A Minor 42 Kenwood Avenue Camp Hill, PA 17011 Carlisle, PA 17013 2. Date of Appointment as Guardian: May 6, 2005 Attach copy(ies) of Decree(s). 3. A. Explain the reason for filing this Account (if minor has come of age, state date minor attained majority). Minor has come of age. Minor Attained majority on June 6, 2011. B. Have prior accountings been filed? ........................... Q Yes ~ No If yes, state accounting periods and dates of adjudication. 4. Describe in detail any questions requiring adjudication and state the position of the Petitioner(s) as to each question: None F~~r„: oc-oa rev. to.~3.06 Page 2 of 5 Estate of MICHAEL D. POLITZER-HARDY A Minor 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 6 below. In addition, notice of any questions requiring adjudication as discussed in item 4 above 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 such party in interest 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. List all parties of whom Petitioner(s) has/have notice or knowledge, having or claiming any interest in the estate, including the minor or late minor's heirs at law. This list shall: A. State each party's relationship to the minor or late minor and the nature of each party's interest(s): Name and Address of Each Party in Interest I Relationship and Comments i any I Interest Michael D. Politzer-Hardy 42 Kenwood Avenue Carlisle, PA 17013 Self 100% Form OC-04 rev. 10.13.06 Page 3 of 5 Estate of MICHAEL D. POLITZER-HARDY A Minor 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. 7. 1s the Court being asked to direct the filing of a Schedule of Distribution? .......................... ~ Yes ONo 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) Michael D. Politzer-Hardy B. Principal: Proposed Distributee(s) Michael D. Politzer-Hardy Amount/Proportion 100% Amount/Proportiou 100% Submitted By: (All petitioners must sign. Add additional lines if necessary): F & M TRUST COMPANY ` me of Petit~i~Joner: John C. McGowan Name of Petitioner: Geneva B. Politzer Form OC-04 rev. 10.!3.06 Page 4 of 5 Estate of MICHAEL D. POLITZER-HARDY Verification of Petitioner (Verification must be by at least one petitioner.) The undersigned hereby verifies * [that heishe he is title Vice President A Minor of the above-named name ofcorporatron F & M Trust Company 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). 'gnature 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. Signature of Counsel for Petitioner rbrna oc-oa ter. lo.l3.n6 Page 5 of 5 RECEIVED APR22200~~~ II~T THE COURT OF COMMON PLEAS OF CUMBERLAI~iD COUNTY, PENNSYLVANIA ORPHANS' COURT DIVISION In re: Estate of Michael D. Politzer-Hardy, . A minor under the age of fourteen years No. 2005 -~~ ORDER AND NOW, this day of ____~~_~ 2005, upon consideration of the etition of Geneva B. Politzer, it is hereby ordered and. decreed that the F&M Trust Company and Geneva B. Politzer are appointed co-guardians of the estate of Michael D. Politzer-Hardy, a minor. By the Co rt: J. A TRUE COPY FROfuS RECOF~p In Testimony wherof, f hereunto set my hand and the aeal of said Court at Garfisie, R~4 Th}s~~ da of ~ , ~2Q ~ ? ~~ , f~f is ;~ A'~,~ ,• Clerk of the O~hans Court / Cumberland County 1~~r\ ~~~~~~~ IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PA ORPHANS' COURT DIVISION FILE N0.2005-378 FIRST AND FINAL ACOUNT OF F & M Trust Company and Geneva B. Politzer Co-Guardian For ESTATE OF MICHAEL D. POLITZER-HARDY, MINOR Date of Appointment: Accounting for the Period: May 6, 200 July 12, 200 to August 9, 20l 1 Purpose of Accounting: The Co-Guardians offer this Account to acquaint interested parties with the transactions that have occurred during the Administration. It is important that the Account be carefully examined. Requests for additional information, questions or objections can be discussed with: John C. McGowan Vice President ~ ~~'' F & M Trust Company 3907 Market Street - Camp Hill, PA 17011 Telephone #717-731-9604 = ~...- ', SUMMARY OF ACCOUNT - -.,.,.,. r ~., Net Gain (or Loss) on Sales or Other Disposition Less Disbursements Expense -Reimbursement Misc. Distribution Professional Fees Taxes -Federal Reserved F&M Trust Co.-Fee Filing and Closing Costs PAGES 3 3 3 3 3 3 3 3 878.25 250.00 $21,162.63 _ .00 $21,162.63 $-4,725.96 Balance before Distributions Distribution to Beneficiaries Principal Balance on Hand For Information: Investments Made Changes in Holdings INCOME Receipts Less Disbursements F&M Trust Guardian Fees Balance Before Distribution Distributions to Beneficiaries Income Balance on Hand COMBINED BALANCE ON HAND 3 3 4 4 5 5 5 695.71 1,500.00 500.00 902.00 86.37 1 t~,436.67 _ .00 16,436.67 00 $2.408.13 86.37 2.321.76 .00 2..321.76 $1.8,758.43 PRINCIPAL RECEIPTS 07/12/2005 Received of Anne Marie & Warren Ripley $ 5,000.00 07/29/2005 Proceeds Aetna Life Insurance Co. 16,162.63 TOTAL PRINCIPAL RECEIPTS X21 162.63 ~- -: DISBURSEMENTS OF PRINCIPAL 08;16/loos 08/16/2005 08i 16/2005 accessibility 08i 16/2005 04/28/2006 Geneva B. Politzer -Mattress Purchase $ 60.00 Geneva B. Politzer-Travel expenses to Boston Children's Hospital 635.7] Dan's Remodeling -Modifications to home for handicap 1..500.00 Saidis Shuff Flower & Lindsay -Attorney's fees United States Treasury - 1041 - 2005 Federal Income Tax Reserved: F & M Trust Company, Fee Filing and Closing Costs TOTAL DISBURSEMENTS OF PRINCIPAL PRINCIPAL GAINS OR LOSSES DISTRIBUTIONS OF PRINCIPAL TO BENEFICARY 500.00 902.00 878.25 250.00 $4.725.96 None None 2 08/18/2005 08/] 8/2005 08%18/2005 CHANGES IN PRINCIPAL HOLDINGS GAIN C/D Bank of Oklahoma 4.05%, due 8/31 /06 Inventoried at: $5,000.00 Redeemed at: 5,000.00 C/D Metropolitan NB 4.30%, due 8/31/07 Inventoried at: $6,000.00 Redeemed at: 6,000.00 C/D Atlanta Business Bank 4.40%, due 8/26/08 Inventoried at: $6,000.00 Redeemed at: 6,000.00 PRINCIPAL BALANCE REMAINING -0- -0- -0- 1 ti~~36.6.7 RECEIPTS OF INCOME C,'D Atlanta Business Bank 4.40%, due 08/26/08 Interest from 9/26/2005 to 8/26/2008 $ 792.63 C/D Bank of Oklahoma 4.05%, due 8/31/06 Interest 8/31 /2006 2.02.50 CiD Metropolitan NB 4.30%, due 8/31/07 Interest from 2/28/2006 to 8/31/2007 516.00 Dreyfus Treasury Prime Cash Mgt Fund Interest from 08/01/2005 to 12/31/2005 66.95 Federated Treasury Obligation 68 Interest from 01/03/2006 to 08/01/2011 830.05 TOTAL INCOME RECEIPTS $ 2.408.13 LOSS -0- -0- -0- 3 DISBURSEMENTS OF INCOME F & M Trust Guardian Fees From 8/31/2005 to 7/25/201 ] TOTAL DISBURSEMENTS OF INCOME S 86.37 $ 86.37 INCOME BALANCE ON HAND ~~,321,?6 VERIFICATION F & M Trust Company and Geneva B. Politzer, Co-Guardians of the Estate o¢' Michael D. Politzer-Hardy, Minor, hereby declares under oath that they have fully and faithfully discharged the duties of this office; that the foregoing First and Final Account. is true and correct and fully discloses all significant transactions occurring during the accounting period; that all known claims against the Estate have been paid in full; that, to their knowledge, there are no claims outstanding against the Estate; that all taxes presently due from the Estate have been paid. This statement is made subject to penalties of 18 Pa. C.S.A. Section 4904 relating to unsworn falsification to authorities. Geneva B. Politzer, Co-Guardian F & M Trust Company, Co-Guardian ~ ,~ Jo n C. McGowan, Vice President Dated: `f t' _~~"~ ..~ ~ ~ ~