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HomeMy WebLinkAbout12-01-11DECEDENT'S ESTATE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA ORPHANS' COURT DMSION ESTATE OF NANCY G. SGRIGNOLI DECEASED F-.y `J ~ ~~ o ~; ~ ~ , -'- -~, -~ -~ =~-~..~7 ~~ - r, ~ -_; _, f-_ . _a --- _,- ;~: _ -"' o No. 21-10-1219 PETTTION 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 BAC% OF THIS FORM. Name of Counsel: Lisa Marie Coyne, Esq. Supreme Court I.D. No.: 53788 Name of Law Firm: Coyne & Coyne, P.C. Address: 3901 Market Street, Camp Hill PA 17011 Telephone: 717-737-0464 Fax: 717-737-5161 Form OG01 rev. /0.13.06 Page 1 of 10 Estate of NANCY G. SGRIGNOLI 1. Name(s) and address(es) of Petitioner(s): Name: Jeffrey L. McConnell Constance L. McConnell Address: 1835 Good Hope Road Enola, PA 17025 Deceased 1835 Good Hope Road Enola, PA 17025 Identify any executors or administrators who have not joined in the Petition for Adjudication and Statement of Proposed Distribution and state reason: N/A Is this the first accounting by this fiduciary? ..................... m Yes ©No If not, identify prior accountings, the accounting periods covered, and the date of adjudication of the prior accounting. 2. Decedent died on November 24, 2010 m Letters Testamentary or ©Letters of Administration were granted to Petitioner(s) on December 13.2010 Date of Will (f applicable): February 18, 1999 Date(s) of Codicil(s) (f applicable): N/A Date of probate (f different from date Letters granted): N/A Was a bond required? [JI'es ~ No If yes, state amount: Are proofs of advertising of the grant of Letters attached? ......... ®Yes Q No Dates of advertising of the grant of Letters: Cumberland Law Journal: 12/24/10, 12/31/10, 117/11; Patriot News: 4/15/11, 4/22/11, 4/29/11 Form OG01 rev. 10.13.06 Page 2 of 10 Estate of NANCY G. SGRIGNOLI 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): Form ocoi rev. 10./3.06 Page 4 of 10 SCHEDULE OF HEIRS OF THE ESTATE OF NANCY G. SGRIGNOLI Name and Address Our Lady of Lourdes Church 225 Salt Road Enola, PA 17025 Jeffrey and Constance McConnell 1835 Good Hope Road Enola, PA 17025 Greg and Amy Elliot 1647 Dogwood Circle State College, PA 16803 Kristin (McConnell) Mager 7 Marshall Drive Camp Hill, PA 17011 Chandra (McConnell) Kotzatoski 524 West Second Street Hummelstown, PA 17036 Cathy Magaro 4808 Lancaster Avenue Harrisburg, PA 17111 Carol Magaro 114-5 124`h Street South Ozone Park, NY 11420 George and Cheryl Caldarelli 5619 Covenant Court Allentown, PA 18106 Lenard and Pauline Benning 634 Edwards Lane Ligonier, PA 15658 Relationship Interest Charitable $2,500 Organization Niece and Nephew $1,000 Great-Nephew and Niece $1,000 Great-Niece $1,000 Great-Niece $1,000 Niece $1,000 Niece $1,000 Nephew and Niece $1,000 Friend $1,000 Denise (Pelullo) Elliot 107 Lounsbury Place Falls Church, VA 22046 Timothy Benning 634 Edwards Lane Ligonier, PA 15658 Teresa Barber 839 Highland Avenue, Apt. C Greensburg, PA 15601 Michael Anne Dumnich 764 North 900 West, Apt. 304 Salt Lake City, Utah 84116 Edward Benning 138 Rolling Hills Road Johnstown, PA 15905 Elizabeth Benning Freiheitsstrasse 129 Meran (BZ) 39012 Italy Great-Niece Friend Friend Friend Friend Friend $1,000 1/5 of residual estate 1/5 of residual estate 1/5 of residual estate 1/5 of residual estate 1/5/ of residual estate Estate of NANCY G. SGRIGNOLI N/A 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 oc-oi 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 NANCY G. SGRIGNOLI 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 April 1, 2011 622.35 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 m 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: N/A 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. Fare, oc-o! rev. !0.!3.06 Page 7 of 10 Estate of NANCY G. SGRIGNOLI Deceased 16. Had the decedent been adjudicated an incapacitated person? .......... Q Yes m 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. N/A 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. . 100.00 P"'POSe' Tax Preparation 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? ........................................ dyes ^No If so, attach a copy of the notice. 19. Is the Court being asked to direct the filing of a Schedule of Distribution? .......................... mYes ^No As to real estate only? ........................................ Yes m No Form oc-oi rev. 10.13.06 Page 8 of 10 Estate of NANCY G. SGRIGNOLI 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 Schedule of Proposed Distributions B. Principal: Proposed Distributee(s) Amount/Proportion Submitted By: (All petitioners must sign. Add additional lines if necessary): .~ l m titioner: Jeffrey L. McConnell C~ v~ /~C ~~~,~~ ~X T Name of Petitioner: Constance L. McConnell Form OC-0! rev. /0.13.06 Page 9 of 10 FIRST AND FINAL ACCOUNTING AND PROPOSED SCHEDULE OF DISTRIBUTION JEFFREY L. MCCONNELL and CONSTANCE MCCONNELL, CO-EXECUTORS for Estate of Nancy G. Sgrignoli, Deceased 21-10.1219 Date of Death: Date of Executor Appointment: Date of First Complete Advertisement of Letter: Accounting for the Period: November 24, 2010 12/13/10 04/15/11 11/24/10 to 11/1/2011 COYNE & COYNE, P.C. Lisa Marie Coyne, Attorney Pa. Sapreme Ct. No. 53788 3901 Market Street Camp Hill, PA 17011-4227 717-737-0464 Attorney For Estate Page 1 A B C D E 1 RECEIPTS OF PRINCIPAL z 3 Fiducia 4 Assets Listed in Invento Ac uisitwn 5 Valued as o Date o Death Value 8 7 Cash: 8 PSECU Savin s Account $7,097.00 9 PSECU lvlone Handler Account $472.49 10 PSECU Certificate of D osit $10,002.19 11 PNC Checkin Account 6 .79 $17,641.47 12 13 T 'ble Perso Pro r and ReCei is Subse ueut to DOD: 14 1/22/11 Verizon Refund ~ $4.01 15 1/22/11 Ca ital Blue Cross Refund $173.84 16 1/22/11 Emeritus Co Refund $443.00 17 1/22/11 American General Life Insurance Proceeds $505.09 18 PNC $71.87 19 PSECU 27.2 $1,225.07 20 z1 TOTAL RECEIPTS OF PRINCIPAL $18,866.54 22 23 ' 24 25 A 6 C D E 28 DISBURSEMENTS OF P AL 27 28 Date• Debts an E Amount• . 29 1/22/11 Rec lion for funeral $245.13 30 2/26/11 Mussehnans Funeral Home $1,249.99 31 -2/26/11 Westshore EMS $129.72 32 2/26/11 Omnicare Pharma $203.14 33 3/22/11 Jeff McConnell reimbursement for a ent to Re 'ster of Wills $71.50 34 3/21/11 Re inter of Wills -- disclaimer film fee $5.00 35 4/1111 Inheritance Tax Film Fee $15.00 36 4/9/11 Re inter of Wills -- additional robate $40.00 37 4/13/11 Cumberland Law Journal -- le al advertisement $75.00 38 5/23/11 Patriot News -- le al advertisement $137.21 39 Re 'ter of Wills--Film Fee for Accountin and Confirmation 130.00 $2,301.69 40 41 Attorne 's Fees• 42 3/30/11 Coyne & Co e, P.C.--Partial Payment o Interim Invoice 3 412.5 $3,412.50 43 44 Inheritance Taz Pai 45 4/1111 Re inter of Wills 622.35 $622.35 46 a7 Dis ursements to Bene£ciaries: er Recei is and Releases 48 3/21/1.1 Our Lad of Lourdes $2,500,00 49 3/21/11 Jeffrey and Constance McConnell $1,000.00 50 3/21/11 Gre and Amy Elliott $1,000.00 51 3/21/11 Denise Elliott $1,000.00 52 3/21/11 Kristin Ma er $1,000.00 53 3/21/11 ChandraKotzaloski $1,000.00 54 3/21/11 Cazol Ma azo $1,000.00 55 3/21/11 Cath Ma azo $1,000.00 56 3/21/11 Geor a and Ch 1 Caldazelli $1,000.00 57 3/21/11 Lenard and Pauline Bennin 1 000.00 11 500.00 58 59 TOTAL DISBURSEMENTOFPRINCIPAL: $17,836.54 60 61 62 63 A B C D E 84 Total Recei is and Princi al $18,866.54 65 Total Distributions of Princi al 17 836.54 66 TOTAL NET ESTATE $1,030.00 67 68 _ Pro osed Final Distributions To: 6s 70 Coyne & Coyne PC-- Final Attorney Fees $500.00 71 Jeffrey and Constance McConnell -- Executors' Commission $430.00 72 Reserves-- For Preparation of Final Fiduciary Income Tax Return $100.00 73 Timoth Bennie $0.00 74 Teresa Sarver $0.00 75 Michael Anne Dumnich $0.00 76 Edward Bennie $0.00 77 Elizabeth Bennie 0.00 1 030.00 78 79 Total Final Distribution: $1,030.00 80 81 Jeffre L. McConnell and Constance McConnell, Co-Executors of the Estate of Nanc G. S oli, decease 82 hereb .declare anoath that the have fully and faithfully dischar ed the duties of their office; that the 83 foregoin First and Final Account is true and correct and full discloses all the si 'ficant transactions 84 occurrin during the accountin eriod; and that all lmown claims a sinst the Estate have been aid in full; 85 that to their lotowled e, there are no claims now outstandin a ainst the Estate; and that all taxes 86 resentl due have been aid. 87 ss e c onnell , Co-Executor ss so ~ 91 Constance McConnell, Co-Executor 92 93 Sworn and subscribed before 94 me this o ~ da of 95 2011 96 97 98 to Public 99 100 tAMl~~,l 5EAl. Li~~ NA~Ci~ ~py11a,~Nglat~ Public .,:~1 ,~WFtp~ri~~g4nty ~-Ai-N-A-vl-Y~-2^NN~4 i0 NTJA~WNOMM07 v .,• ~? bnohcrcmu~ ~4rdz :woT apbgmc.H S (4S As Mu6 s~sN~3 ~tfiNrmMM~ YM Estate of NANCY G. SGRIGNOLI ,Deceased Verification of Petitioner (Verification must be by at least one petitioner.) The undersigned hereby verifies * [that he/she is rare 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 unswom falsification to authorities). ~_ o~;~~r,~,t~~,.~ ~x G~-~~ ~~~~~=~~XT 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. f 1 VVvv Si a of Counsel for Peti oner Form OC-01 rev. 10.!3.06 Page 10 of 10 FIRST AND FINAL ACCOUNTING AND PROPOSED SCHEDULE OF DISTRIBUTION JEFFREY L. MCCONNELL and CONSTANCE MCCONNELL, CO-EXECUTORS for Estate of Nancy G. Sgrignoli, Deceased 21-10-1219 Date of Death: Date of Executor Appointment: Date of First Complete Advertisement of Letter: Accounting for the Period: November 24, 2010 12/13!10 04/15/11 11/24/10 to 11/1/2011 COYNE & COYNE, P.C. Lisa Marie Coyne, Attorney Pa. Supreme Ct. No. 53788 3901 Market Street Camp Hfll, PA 17011-4227 717-737-0464 Attorney For Estate .., c'n _ -~-, `- ~ __ _ -, - n-, _ .. _ ~ _[ ~ ~~ :7 4"a [ 7 .. a ,,,\ _ ' i "il -r--~ i i _J' __ ) -- I'~1 ~ ~ `Y7 Page 1 ~..__. ___ _ a __ -_ A B C D E 1 RECEIPTS OF PRINCIPAL 2 3 Fiducia 4 Assets Listed in Invento A uisition 5 Valued as o Date o Death Value 6 7 Cash: S PSECU Savin s Account $7,097.00 9 PSECU Mone Handler Account $472.49 10 PSECU Certificate of D osit $10,002.19 11 PNC Checkin Account 69.79 $17,641.47 12 13 T e Personal Pro a and Recei is Snb vent to DOD: 14 1/22/11 Verizon Refund $4.01 15 1/22/11 Ca ital Blue Cross Refund $173.84 16 1/22/11 Emeritus Co Refund $443.00 17 1/22/11 American General Life Insurance Proceeds $505.09 18 PNC $71.87 19 PSECU 27.26 $1,225.07 20 21 TOTAL RECEIPTS OFPRINCIPAL $18,866.54 22 23 ` 24 25 A 9 C D E 26 DISBURSEMENTS PRINCIPAL z7 28 Date: Deb and Ea n es: Amount• . 29 1/22/11 Rec fion for funeral $245.13 30 2/26/11 Mussehnans Funeral Home $1,249.99 31 - 2/26/11 Westshore EMS $129.72 32 2/26/11 Omnicaze Pharmac $203.14 33 3/22/11 Jeff McConnell reimbursement for a ent to Re inter of Wills $71.50 34 3/21/11 Re inter of Wills -- disclaimer film fee $5.00 35 4/1/11 Inheritance Tax Film Fee $15.00 38 4/9/11 Re inter of Wills -- additional robate $40.00 37 4/13/11 CY~mberland Law Journal -- le al advertisement $75.00 38 5/23/11 Patriot News -- le al advertisement $137.21 39 Re inter of Wills--Film Fee for Accountin and Confirmation 130.00 $2,301.69 40 41 Attorne 's Fees• 42 3/30/11 Coyne & Coyne, P.C: -Partial Payment oflnterim Invoice 3 412.50 $3,412.50 43 44 Inherits ce Taa Paid: 45 4/1/11 Re inter of Wills 622.35 $622.35 46 47 i buraements to Beneficiaries: er Recei is and Releases 48 3/21/1.1 Our Lad of Lourdes $2,500.00 49 3/21/11 Jeffrey and Constance McConnell $1,000.00 50 3/21/11 Gre and Amy Elliott $1,000.00 51 3/21/11 Denise Elliott $1,000.00 52 3/21/11 Kristin Ma er $1,000.00 53 3/21/11 Chandra Kotzaloski $1,000.00 54 3/21/11 Cazo1Ma azo $1,000.00 55 3/21/11 Cathy Ma azo $1,000.00 56 3/21/11 Geor a and Ch 1 Caldazelli $1,000.00 57 3/21/11 Lenard and Pauline Bennie 1 000.00 11 500.00 58 59 TOTAL DISBURSEMENT OF PRINCIPAL: $17;836.54 BO 61 62 63 A B C D E 64 Total Recei is and Princi al $18,866.54 65 Total Distributions of Priaci al 17 836.54 88 TOTAL NET ESTATE $1,030.00 67 68 Pro osed Final Distributions To: 69 70 Coyne & Coyae PC--Final Attorney Fees $500 00 71 Jeffrey and Constance McConnell -- Executors' Commission . $430 00 72 Reserves-- For Preparation of Final Fiduciary Income Tax Return . $100 00 73 Timoth Bennie . $0.00 74 Teresa Sarver $0.00 75 Michael Anne Dumnich $0.00 76 Edwazd Bennie $0.00 77 Elizabeth Benning 0.00 1 030.00 78 79 Total Final Distribution: $1,030.00 80 81 82 s3 Jeffre L. McConnell and Constance McConnell, Co-Executors of the Estate of Nanc G. S oli, decease hereb declaze anoath that the have fully aad faithfull dischat ed the duties of their office; that the fore oin First and Final Account is true and correct and fully discloses all the si 'ficant transactions 84 occurring durin the accountin eriod; and that all known claims a ainst the Estate have been aid in full; 85 that to their knowled e, there aze no claims now outstandin a ainst the Estate; and that all taxes 88 resently due have been aid. 87 88 e r .McConnell , Co-Executor ss 90 X 91 Constance McConnell, Co-Executor 92 93 Sworn and subscribed before 94 me this O da of 95 2011 98 97 98 Nota Public 99 100 w ~..... .... ~.,....~ ~..-. _, NOTARIAL SEAL t.ias Marie Coyne, Notary. Public: ~ F4amWdin Township, Cumb@rlsnd County INV Comntis~iot- f;iMlrts.tuM 1G. 201 Z ... _. __ a~,~av;rtv!w?~ ~o ~!JA3wNOMMC7 i ~ ~ _._, ' )4~.;9~TFt~ ~ i. S rOS Of fnut, zsuga3 no~ez~mma ? , cy,~