HomeMy WebLinkAbout12-10-13 IN RE: IN THE COURT OF COMMON PLEAS OF
CUMBERLAND COUNTY, PENNSYLVANIA
The Estate of
Emma E. Demarest, +
Deceased : Orphans' Court Division r;
: No. 21-12-00905 � o m
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SECOND PETITION FOR THE SETTLEMENT OF A SMALL ESAU— WN o
ACCORDANCE WITH 20 PA C.S.A.SECTION 3102 0 "'. � o
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TO THE HONORABLE, THE JUDGES OF THE SAID COURT, o � T C-1) m
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The Petition of Janet F. Catarino respectfully represents:
1. That she resides at 1211 Kuhn Road, Boiling Springs, Cumberland
County, Pennsylvania and is the daughter and sole heir of the decedent, Emma E.
Demarest.
2. That the decedent, Emma E. Demarest, died on February 12, 2012 and, at
the time of her death,was a resident of Cumberland Crossings, 1 Longsdorf Way,
Carlisle, Pennsylvania 17015.
3. On or about August 16, 2012, Petitioner filed a Petition for the Settlement
of a Small Estate in accordance with 20 PA C.S.A. Section 3102 and, on September 11,
2012,the Court executed a Decree authorizing the Petitioner to do certain things. A copy
of said Decree is attached hereto,marked as Exhibit"A", and incorporated herein by
reference.
4. Subsequent to the filing of the original Petition, it has been determined
that the Decedent had one or more accounts at Wells Fargo Bank. The information
obtained from a review of the Decedent's statement reflect the following:
a. Account number 1000931869898 contains a balance of$4,356.28.
5. The additional sum of money referred to in Paragraph 4a. is still within the
allowed amount for the settlement of a small estate.
6. All unpaid claimants identified in the original Petition have been paid and
an Inheritance tax return was filed.
7. That the Petitioner,the only heir, has been given written notice of the
intention to file this Petition and hereby consents to waive the requirement of the twenty
(20) days prior written notice of the intention to file such Petition. A copy of her Waiver
and Consent is attached hereto,marked as Exhibit "B" and incorporated herein by
reference.
WHEREFORE,Petitioner prays that this Honorable Court direct distribution of
the property of the said Emma E. Demarest in the following manner:
That the Petitioner be authorized to contact WELLS FARGO BANK and be
authorized to execute any and all documents necessary to liquidate account number
1000931869898 of Emma Demarest and any other account she might have at WELLS
FARGO BANK; that the proceeds from the liquidation of said account(s), including
accrued interest, be made payable to Janet F. Catarino and that WELLS FARGO BANK
is hereby directed to comply with the request that said account(s) be liquidated and the
proceeds made payable to Janet F. Catarino.
Respectfully submitted,
DATED: /kr .Zet p
Anthony L. De ca, Esquire IJ
113 Front Street
P.O. Box 358
Boiling Springs,PA 17007
Telephone (717)258-6844
Attorney I.D.No. 18067
VERIFICATION
I hereby verify that the facts and information set forth in the foregoing Second Petition
For The Settlement Of A Small Estate In Accordance With 20 PA C.S.A. Section 3102
are true and correct to the best of my knowledge, information, and belief. 1 understand
that any false statements contained herein are subject to the penalties of 18 Pa. C.S.
Section 4904, relating to unswom falsification to authorities.
Dated:
F. Catarino
IN RE: IN THE COURT OF COMMON PLRAS OF
The Estate of (_-0
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MMA E. DEMAREST
Deceased : Orphans' Court Division
: No.
DECREE CD
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AND NOW, this 0&day oY`�^"�" . 2012, upon consideration of the Petition
heretofore filed by Janet F. Catarino, it is hereby ordered and decreed:
1. That the Petitioner be authorized to contact the brokerage firm of Charles
Schwab.and be authorized to execute any and all documents necessary to
liquidate the Schwab One account,Number 1504-8574, of Emma E. Demarest
at the brokerage firm of Charles Schwab; that the proceeds from the
liquidation of said account be made payable to Janet F. Catarino and that
Charles Schwab be directed to comply with the request that said account be
liquidated and the proceeds be made payable to Janet F. Catarino;
2. That the Petitioner be authorized to sell the 450 shares of Common Stock of
Ingersoll-Rand PLC; that Petitioner be authorized to execute any and all
documents necessary to sell said shares of stock and that the proceeds from
the sale of the 450 shares of Common Stock of Ingersoll-Rand PLC be made
payable to Janet F. Catarino;
3. That the Petitioner be authorized to close the Certificate of Deposit, Number
949, at Springer Financial Corp. in Philadelphia,Pennsylvania; that Petitioner
be authorized to execute any and all documents necessary to close said
Certificate of Deposit and that the proceeds be made payable of Janet F.
Catarino;
4. That the Petitioner be authorized to pay Cumberland Crossings Nursing Home
the sum of$20,500.00 towards the outstanding balance owed to Cumberland
Crossings Nursing Home, which sum Cumberland Crossings Nursing Home
has agreed to accept in full satisfaction of the outstanding balance of
$23,946.00;
5. That the Petitioner be*authorized to pay the outstanding balance
of $11.64 owed to Continuing Care RX for medication
6. That the Petitioner be authorized to pay the outstanding balance of$64
owed to McGlaughlin and Associates; and -A TRUE RECORD
In Testimony I hereunto
got my and 6 seat
EXHIBIT "A" of Vt at I a te,PA
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6. That the Petitioner be authorized to pay Anthony L. DeLuca, Esquire$600.00
for services rendered.
Payment and distribution are accordingly Decreed and Janet F. Catarino, the
Petitioner, is hereby authorized to receive, collect and distribute the property as herein
before set forth.
B.L-[E-Gtlt R-T-:
Tho as A. Place]
Common Pleas Judge
i
IN RE: : IN THE COURT OF COMMON PLEAS OF
CUMBERLAND COUNTY, PENNSYLVANIA
The Estate of
Emma E. Demarest,
Deceased : Orphans' Court Division
: No. 21-12-00905
WAIVER AND CONSENT
The undersigned party, having an interest in the Estate of Emma E. Demarest,
hereby waives the required twenty (20) days prior written notice of the intention to file a
Second Petition for the Settlement of a Small Estate in accordance with 20 Pa. C.S.A.
Section 3102 and consents to the averments set forth in said Petition and Decree, as said
averments apply to the undersigned party.
Date: Q
Catarino
Sworn to and subscribed
before me t is -10 day
of dfjcyti,= , 2013.
Notary ublic
NOTARIAL SEAL
MARJORIE A DELUCA
Noury PUMIC
MIDDLETON TINP.,CUMBERLAND COUNTY
My Ca"Vra"im Ewres Noy 4.2015
EXHIBIT "B"