HomeMy WebLinkAbout07-08-05
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TERI
Thc Education Resources Institute
July 1, 2005
Register Of Wills
1 Courthouse Sq
Carlisle PA 17013
Re: Estate of: Daniel Califano SSN# 197709861
Estate Docket#: 21 2005 495
Dear Sir/Madam:
Enclosed for filing in the above-referenced matter is the Claim Against
Decedent's Estate for The Education Resources Institute, Inc. ("TERI").
Please date-stamp the enclosed copy of this Claim and send it back to me in
the self-addressed stamped envelope provided.
Thank you for your assistance with this matter.
?\ry Truly Yours,
( t!all a ILLi!;J
Danielle Bentley /IfU:j--
Legal Assistant
Decedent Estates Dept.lFMER
Agent for TERI
TERI (800)-255-8374 Ext. 60596
Encl.
l?
Park Square Building, 31 St. James Avenue, 6th Floor, Boston, Massachusetts 02116
617-426-0681 . 1-800-255-TERl . Fax 617-422-8837
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STATEMENT OF ACCOUNT
In the Estate of: Daniel Califano
Claimant: The Education Resources Institute, Inc. (TERI)
31 St. James Ave, 6th Floor
Park Square Building
Boston, MA 02116
Nature of Claim: Guarantor of below referenced student
Loan(s); original lender
Citizens Bank
promissory note copies enclosed
Account Number(s): 138588765/001
Disbursement Date(s): 9/3/04
Total Principal Balance: .$10,809.53
Total Accrued Interest through date of death:
.$71.38
.$10,880.91
Total Outstanding Balance through date of death:
Current Contractual Interest Rate: Prime plus 2%
(variable rate of 4.820%)
~
tfl~D C~fJs.j& C.; c9..J Private Source for Undergraduates Loan
s: - I 1 - 0 '-I Application I Promissory Note
NON-NEGOTIABLE CREDIT. AGREEMENT. - THIS IS A CONSUMER CREDIT TRANSACTION
~J,.J..(.W "'\,'1' I~ C<-p..( .-n-vt0I<. \}OJ I,
~
Defeml PePo<! Margin: 2.25%
,\~4"J
i~aYII~1I Period MaJ'Iin: .3.50"1.
Loan Origination Fee Percentage: 0.00%
Lender: Cltlz.... BaRk of Rhode hl.nd
6. Previous Adcmss (iness than 24 months at above address)
City
Slllte
g. Phone ( )
Alternate ( )
9. 0 U.S. Citizen OOther
o Permanent Resident Alien
10. Enrollment:OFull-timc
OHalf-time OLes. Than Half-time
---1---1_10 ---1_'_
Mon.
Vr.
14.Have Vou Ever Defaulted OnA
StudentLmn or Declared
Bankrvptcy: 0 Ves 0 No
1.~,!fave V.Bii'!!,ver Bomlwe!!1!' 16.Name ofCollese or
\"!!!f!'!~Bh TE~~~!ore: .;j,'t:f:" School you will artclld:
,ti 0 y..~D No ":~'f'":'i'~"". Penn Slate Unlvenity
.:t~ :: ...~~~~.'. -;:.u~~:)
.;-!,.'titr: '.:~~::.,..
18.$ AjJ{:~O 0 C .'+,jtS:.:OO AMOUNT REQUESTED
annUaI;iiiinlinuiifS1000.00; no'iiD1ual maximum amount
-.'" ':l\iZ..-4>":.\
1.2. Academic Loan Period
13. Expected Grad. Dall::
City
Unlverolly Park
19. Name oC Er..,loyer
State
PA
17. Enter the 8 digit S::hool Code Cor
the college you have listed in #16
00332900
20. Employer's Address
Stall:
Zip
21. Current Position
24. Bus Phone
( )
25. Gross Monthly Income
$
28.Alimony/Child Support
Payment (monthly)
S
State
35:'SociaI'Security Number
/38' -Sf:> . flWS-
Home Phone
(. )
39. Dri....'s License
Number
41.0 U.s. Citizen 0 Other. 0 Permanent Resident Alien
Vr.
Mos.
Driven Ucense State
CIS
0...
..c::
u
ctl
...
...
<
City
Stale
Zip
43. VcarslMonths There:
Yr. Mos.
44. Name oC Er..,loyer
45. Employer Address
City
Stall:
Zip
46. . Current Position
o Self.Employed
52. Source of Other Monthly Income .
'0. Gro.. Monthly
Income
S
54. Have you Ever Borrowed Through TERI
BeCore: 0 Ves 0 No
IWOO,..0I.3J
Dise10sure SuWllOm: To Ihe bes, of my knowledg., .-my1lriog dixlo....s on lhis fonn it """ and compl.... I _ Ihe l.cDd" and Tho Educa,ioo R........lostit... ("TERJ"). and/or my
ICboolto use IJIY information no this applieatiou for obtaining my .ddrcsI. I bcrcby.UlIooriz. Ihe Lender, TERI and their.gentI, ......._ holders and Ihe lumn"" to dix1ose, BUSS and
moke inquiria ..pnling .ny informolio. ..lIlialto tbio appliwion and tbe loa. based upOD Ibis appliealio. wbcoe..r the dioe...... of the _lion is -..ry for the _iog of Ihis
application or the servicing. tnmfa, or collection ofthl: loan. Tbe infonmboo abouI my ~lation and my 10iID IICC:OUIlt may be fu:mis.bCld and &bared durio. the life of thelou wicb a:ubuqlCOl
holdm oftbe loa.. con_ and...... who uaist Ihe Loader. T1!R1. or their _Ii.. .absidiaries IJId Iffiliales, credit bureaus, pamrts .....IIIi...liJrod onlho 10m _Ii....... ......ntor or
r.....1 or'lIlO ........ or priYllOpanin who IIlIY bo ablo toprovid. information nccasary for"" procas;"g ofmy IooDlJIIllicatio. or 10 uaist inlhe servicinl oreolleelion oflhe 100.. and
oIhers who IOCIllire lho L.endororTl!Rlto ~fy lhoeoodilionand w...rx:c .fmy lolll. A eopyoflhitlulhorizalioo maybo _10 bo aD nrilinal,.l omdcrsllnd lhatlheproeecds Iiom this
loon... to bo used for eduealiollll "P'..... only.
FOR ALABAMA RESIDENTS: CAUTION -IT IS IMPORTANT THAT YOU THOROUGHLY READ THE CONTRACT. BEFORE YOU
SIGN IT.
FOR WISCONSIN RESIDENTS - NOTICE TO CUSTOMER:
la) DO NOT SIGN THIS APPLICA T10NIPROMISSORY NOTE BEFORE YOU READ THE WRITING ON THE FOLLOWING PAGES,
EVEN IF OTHERWISE ADVISED.
(b) DO NOT SIGN THIS APPLlCATIONfPROMISSORY NOTE IF IT. CONTAINS ANY BLANK SPACES.
(e) YOU ARE ENTITLED TO AN EXACT COpy OF ANY. AGREEMENT YOU SIGN.
(d) YOU HAVE THE RIGHT AT ANYTIME TO PAY IN ADVANCE TIlE UNPAID BALANCE UNDER THIS
AGREEMENT AND YOU MAY BE ENTITLED TO A PARTIAL REFUND OF. TIlE FINANCE CHARGE.
PLEASE READ AND REVIEW THE COMPLETE LOAN APPLlCA nON I PROMISSORY NOTE AND INSTRUCTIONS FORM BEFORE SIGNING
HERE.
f- Il.- VI";
Date .
.~-IZ--<-'1
Date
1_.31
In The Estate Of:
Daniel Califano
Estate Docket#: 21 2005 495
Date: July 1, 2005
Claim Against Decedenfs Estate By Claimant:
The Education Resources Institute Inc. ("TERI")
The Education Resources Institute, Inc. (TERI ) certifies that there is
due and owing by the decedent in accordance with the attached statement
of account the sum of .$10,880.91 together with interest as of the date of
this claim. The above referenced balance continues to accrue interest at
the contractual rate.
I do solemnly affirm under penalties of perjury that the contents of
the foregoing claim are true and correct to the best of my knowledge,
information, and belief.
Claimant:
The Education Resources Institute, Inc.
(TERI)
Claimant Authorized Signature:
P.O. Box 9123
Boston MA 02117
(80 ) 255-8374
wctwta:
Michael A. Beatty, Esq.
Manager, Bankruptcy/Estates Dept.
TERI, (800)255-8374 Ext. 60592
FAX (617) 422-8837
Claimant Address:
. .
CERTIFICATE OF SERVICE
I, Danielle Bentley, Legal Assistant for the Bankruptcy & Decedent
Estate Department of First Marblehead Education Resources, agent for
TERI, hereby certify that on Friday, July 1, 2005, a true copy of the
within a Claim Against Decedent's Estate was served upon the
following by Certified Mail/Return Receipt Requested:
Pete Califano and Peg Coyle
1 7 Kingswood Dr
Mechanicsburg PA 17055
Personal Representative;
Executor/Executrix;
Administrator/
Administratrix
Per court N/ A
Attorney for the Estate
(~/I-!/' Pf (tj
. anielle Bentley c-----
First Marblehead Education Resources
Agent for TERI
(800) 255-8374 Ext 60596
Qtumhtrlanb QtItuntu (@fffct Itf Aging
&: OLnmmunitu ~trUiCtli
c2\ -04-- ()L\S"I
HUMAN SERVICES BUILDING
16 West High Street, Carlisle, PA 17013
[717] 240-6110 or 697-0371, Ext. 6110
532-7286,Ext.6110 Fax:240-6118
website: www.ccna.net/al!inl!
e-mail: al!inl!~ccpa.net
Bru~h~~~l~~
G:uri~CZ!h~~~~:~
Richard L. Rovegno
Secretary
Teny L. Barley
Director
ANNUAL GUARDIANSHIP REPORT FOR
LUCILLE PHILLIPS
July 8, 2005
Report from Guardian of Person
Cumberland County Office of Aging
Janet Paull, Aging Care Manager 3
On May 27,2005 Judge George Hoffer appointed the Cumberland County Office
of Aging temporary Guardian of Person and Estate for Lucille Phillips. Following
the hearing, Ms. Phillips was transported from the Carlisle Regional Medical
center to the Manor Care Nursing Home, Carlisle, PA where she was admitted. At
the time of her admission, Ms. Phillips was diagnosed with diabetes, CHF,
dementia, and anxiety. On June 23, 2005 the final guardianship hearing was held
and the Cumberland County Office of Aging was appointed permanent plenary
Guardian of Person and Estate.
Ms. Phillips was admitted to the dementia unit at the nursing home where she
has adjusted. In addition to dementia she suffers from insulin dependent diabetes,
chronic hear failure and anxiety. She attends several activities a day. She is
usually cooperative with her care and is able to feed herself. Her appetite is good.
She is being seen on a monthly basis by a psychiatrist because of periods of
depression and aggressive behavior and occasionally has hallucinations. She is
able to transport herself in her wheel chair throughout the unit. She suffers from
occasionally urinary tract infections and when she does so she becomes more
aggressive and uncooperative.
It is the request of the Cumberland County Office of Aging that the agency retains
Guardianship of Person for Lucille Phillips. Manor Care Nursing Home has
demonstrated an adequate quality of care for her medical and mental problems.
We believe, therefore, that Ms. Phillips should continue to reside in that nursing
facility.
V'