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HomeMy WebLinkAbout04-12-13 (2) V IN RE: JOAN SCHRADER, : IN THE COURT OF COMMON PLEAS OF an Incapacitated Person : CUMBERLAND COUNTY, PENNSYLVANIA ORPHANS' COURT DIVISION NO. 2013-168 STIPULATED ORDER AND NOW, this 2 day of April, 2013, upon consideration of the Petition of Joan Schrader to Amend Order of February 27, 2013, and to Enter Stipulated Order, the Order of February 27, 2013, is modified as follows: 1. All accounts, funds and other financial holdings of Joan Schrader shall remain frozen, and any power of attorney now existing shall continue to be ineffective until further Order of this Court, except that Merrill Lynch Wealth Management, Bank of America Corporation, ("Merrill Lynch")is directed to pay from the account of Joan Schrader,Account Number ending in the last four digits 5115 (the "Account"): a. 2012 income tax liabilities of$39,057.00; b. 2013 estimated tax payments of$11,750.00 due April 15, 2013; C. reimbursement to Gary Fisher in the amount of$4,000.00; d. accounting fees to Kelly Financial in the amount of$1,925.00; �- v e. 11 medical and rehabilitation facility bills for services rendered to Joan = -Schrader that are not the responsibility of Medicare or other health ©nsurance available to Joan Schrader; and cv , deal estate taxes, insurance,utilities(electricity,telephone, cable television, c water and sewer), as well as maintenance expenses for the real property of C CD cr: .X oC cr moan Schrader at 508 Cocklin Street, Mechanicsburg, Pennsylvania. 2.~`T' In addition to the foregoing, Merrill Lynch is directed to make immediately available to Joan Schrader, for her unrestricted use,the sum of$1,500.00 within a certain Bank of America checking account,jointly titled in the name of Petitioner and Gary Fisher with an account number ending in the last four digits 7819. Thereafter the sum of$1,500.00 per month shall be placed in such account commencing May 1,2013,likewise for her unrestricted use,until such time as the parties have resolved the matter by agreement, or further Order of this Court. UJ I 3. In the absence of an agreement of the parties evidenced by settlement documents submitted to the Court on or before May 15, 2013, any party may request the scheduling of a hearing. BY THE COURT, Thoma A. Placey, J. cc: No V. Otto III, Esquire - Attorney for Joan Schrader Thomas A. French, Esquire - Attorney for Frederick A. Schrader, Peter Schrader, David Schrader, and Andrew Schrader Thomas P. Gacki, Esquire -Attorney for Gary Fisher Leslie Miller Greenspan, Esquire-Attorney for Merrill Lynch Wealth Management,Bank of America Corporation ORPHANS' COURT DIVISION COURT OF COMMON PLEAS OF In Re: JOAN SCHRADER CUMBERLAND COUNTY PENNSYLVANIA NO.21-13-0168 CERTIFICATE OF SERVICE OF ORDER ORDER DATE: 4/12/13 JUDGE'S INITIALS: TAP TIME STAMP DATE: 4/12/13 IN RE: STIPULATED ORDER SERVICE TO: KATIE MAXWELL METHOD OF MAILING: ENVELOPES PROVIDED BY: ❑USPS ❑PETITIONER ❑RRR ❑JUDGE ®HAND DELIVERED ❑CLERK OF ORPHANS COURT ❑OTHER MAILED: SERVICE TO: IVO V OTTO 111 10 E HIGH ST CARLISLE PA 17013 THOMAS A FRENCH ONE S MARKET ST PO BOX 1146 HARRISBURG PA 17108 THOMAS P GACKI 213 MARKET ST 8TH FL HARRISBURG PA 17101 LESLIE MILLER GREENSPAN 2005 MARKET ST STE 2600 PHILADELPHIA PA 17103 METHOD OF MAILING: ENVELOPES PROVIDED BY: ®USPS ®PETITIONER ❑RRR ❑JUDGE ❑HAND DELIVERED ❑CLERK OF ORPHANS COURT ❑ OTHER MAILED: D u of Orphans' Court