Loading...
HomeMy WebLinkAbout05-16-06 JOHN J. KRAFSIG, JR., INC. ATTORNEY-AT-LAW HARRISBURG, PENNSYLVANIA 17110-1281 2921 N. FRONT STREET TEL: 717-236-2109 FAX: 717-236-0100 MEMBER PENNSYLVANIA BAR DISTRICT OF COLUMBIA BAF May 15, 2006 Glenda Farner Strasbaugh In Re: Clerk of the Orphans' Court Register of Wills of Cumberland County One Courthouse Square Carlisle, Pennsylvania 17013 Estate of WILMA C. BROWN File #2006-00232 Attention: Glenda Farner Strasbaugh Enclosed is the Certification of Notice under Rule 5.6(a) with attached Notice to the Beneficiaries, which has been mailed to them today. As you will no~in the attached Addendum setting forth the distribution, of all of the problems that has arisen regarding this Estate since the granting of Letters, has contributed to the delay in sending out Notices. However, we are proceeding ahead to deal with them. I am also enclosing the Status Report Under Rule 6.12 to be filed in your office. Thanking you in advance, I am, verY~\<ours,. . ~ ~OKraf~V JJK/slsk Enclosures Copy: Michael L. Sams, Executor P.S. I am enclosing an extra copy of the face page of the Notice Under 5.6(a) and the Status Report Under Rule 6.12, which I would appreciate you time stamping the same and return in the enclosed self addressed stamped envelope. Thank you! Enclosures STATUS REPORT UNDER RULE 6.12 Name of Decedent: WILMA C. BROWN Date of Death: January 24, 2006 Will No. 00232 of 2006 Admin. No. Pursuant to Rule 6.12 of the Supreme Court Orphans' Court Rules, I report the following with respect to completion of the administration of the above-captioned estate: 1. State whether administration of tile estate is complete: Yes No X 2. If the answer is No, state when the personal representative reasonably believes that the administration will be complete: Presently unknown. 3. If the answer to No.1 is Yes, state the following: a. Did the personal representative file a final account with the Court? Yes No b. The separate Orphans' Court No. (if any) for the personal representative's account is: c. Did the personal representative state an account informally to the parties in interest? Yes No d. Copies of receipts, releases, joinders and approvals of formal or informal accounts may be filed with the Cerk of the Orphans' Court and may be attached to this report. Date: ...- May I.), 2006 ~~ ~ (~) f .~ { -'" ~ - / ture, (f John J. Krafsig, Jr., Esquire Name (Please type or print) 2921 N. Front Street Harrisburq, Pennsylvania 17110 Address (717) 236-2109 Tel. No. Capacity: Personal Representative _z__.Counsel for personal representative (MAH: rmt/AMJ} ~\_r ~//.:T "P' '~ RW-27 CERTIFIcATION OF NOTICE UNDER RULE 5.6(a) Name of Decedent. WILMA C. BROWN Date ot Death' January 24, 2006 Will No. 00232 of 2006 Admin. No To the Register: I cerli.iY that notice of beneficial interest tequirrd by Rule 5.6(a) of the Orphans* Court Rules was served on or ma; ;:;d to the following beneficiaries of the above-captioned estate on Ma Y IS-, 2006 . Name Address Sherry L. Lorenz - 1 Forney Dr., Li titz, Pa. 17543 Charles A. Lorenz - clo Cumberland County Prison, 1101 Claremont Rd. Carlisle, Pa. 17013 Alexander L. Lorenz - c/o Debbie D. .l&J:enz, 1 Forney Dr.. Lititz, Fa. 'j 543 Debbie D. Lorenz - 1 Forney Dr., Li titz, Pa. 17543 Notice has now b~n given to all persons entitled thereto under Rule 5.6(a) except Nnnp --- Date' May I~ ' 2006 ~q \J,~~~ 51 ure 0 j Nam~ John J. Krafs ig, Jr., Esquire Address 2921 N. Front Street Harrisburg, Pa. 17110 ,Telephone{ 717) 236-2109 Capacity: Personal Representative x Counsel for' personal representative ,.., . ~~:p) ---- NOTICE OF BENEFICIAL INTEREST IN ESTATE BEFORE THE REGISTER OF WTI..LS, COUNTY OF CTlMRERLAND PENNSYLVANIA In re Estate of WILMA C. BROWN No. 00232 of 2006 TO: Sherry L. Lorenz 1 Forney Drive Litit~ Pennsylvania 17543 Please take notice of the death of decedent and the grant of letters to the personal represe!ltative(s) named below. You may have a benefi- cial interest in the estate as follows: See attached Addendum , deceased, (beneficiary ) (address) (if additional space U: ne~ded, use back hf pag~) Name of de'::eO.ent: Wi Ima C. Brown Last known adciress of decedent ~') ('hp~t-nllt .Street. CaH'p Hill, Pa. 17011 Date of de3.th January 24, 2006 Plac~ of dearh Community Osiieopathic "Hospital, Harrisburg, Pa. County-of gra..T1t of original letters. Dauphin Dececient die'i X testate intestate. A copy of the 'Will x is is not attached. Name':s), adcir'2~(es) and telephone numbe:-:s; of all personal represent- atives appoin~ Name Michael L. Sams. Adcir::S3 Telephone 2900 Cumberland Blvd., Camp Hill, Pa. 17011 717-236-2109 Narne~s), adcires~(es~ and telephone numbe:-:s) of all counsel Name AdcireS3 Telephone John J. Krafsig, Jr., Esq. "2921 N. Front Street 717-236-2109 Harrisburg, Pa. 17110 Additional information may be obtained ~ 0 Date May /.5: 2006 Signat p Name Addres= 2921 N. Front Street Harrisburg, Pa. 17110 Telephone Capacity:- x 717-236-2109' Personal Representative Counsel for personal . representative '(.- fi. ADDENDUM Although you are named as a beneficiary of the Estate ,f Wilma C. Brown, your precise distributive share cannot be ,scertained at this time, because the following matters need to le resolved by the Estate, to wit: 1. Legal action in behalf of the Estate regarding In alleged claim of Arthur Brown, Jr. excess of $200,000.00. An lllegation by Mr. Brown that there was a Special Trust created :or him allegedly, which is disputed by the Estate. 2. A claim in excess of $35,000.00 by IRS alleging 1 deficient Income Tax Return filed for the year of 2003 under :he stewardship of Charles A. Lorenz, Power of Attorney. 3. Over $200,000.00 in checks and funds from )fficial records of banking institutions not accounted for by :harles A. Lorenz, Power of Attorney; and requires legal action ~egarding the fiduciary duty of the said Power of Attorney to write checks to persons that were no benefit to Wilma C. Brown; and the failure to properly apply nursing home insurance payments for her care. The remaining personal property bequeathed to Charles A. Lorenz has been received by Debbie D. Lorenz, his mother, for him. 4. Because Alexander is a minor, all steps must be taken to see that his share is properly reflected. As to the personal property bequeathed to him in the said Will, the items remaining have been received by Debbie D. Lorenz, his mother, for him. 5. After making all necessary deductions and off- sets regarding Sherry Lorenz, to then determine her proper share. As to personal property bequeathed in the Will to Sherry L. Lorenz, the items remaining have been received by her. 6. Debbie D. Lorenz has received the remaining items of personal property bequeathed to her in the Willi together with the automobile referred to in the said will. 7. Under all attending circumstances, it is not contemplated that there will be any distribution for Charles Lorenz. ~ ~. ,-;/ NOTICE OF BENEFICIAL INTEREST IN ESTATE BEFORE THE REGISTER OF WILLS, COUNTY OF. CUMBERLAND PENNSYLVANIA In re Estate of WILMA C. BROWN No. 00232 of 2006 TO: Charles A. Lorenz c/o Cu~berland County Prison IIOt Claremont Rd. Carli~lp, ppnn~ylvanja 17013 Please take notice of the death of dececient and the grant of letters to the personal represe!1tative(s) named below. You may have a benefi- cial interest in the estate as follows: See attached Addendum , deceased, (beneficiary) (address) (if additional space ~ needed, use back ()f p2-ge) Name of de::ede!1t Wi Ima C. Brown Last known address of decedent ?l:i (,hp~t-nut- street. Can'p Hill, Pa. 17011 Date of de2.th Januar:y 24, 2006 Place of death Community OsiieopathicHospital, Harrisburg, Pa. Count:.,r of gr2..TJ.t of original letters , Dauphin Dececie!lt died X testate intestate. A copy of the v.ill x is is not attached. Nam~s), adci.re~(es) and telephone numoe:-:s) of all personal represent- atives appointed Name Michae 1 L. Sams. Adcir::S3 Telephone 2900 Cumberland Blvd., Camp Hill, Pa. 17011 717-236-2109 Nam~s), adci.r~s5fe::~ and telephone numb€:-:s) of all counsel Name Adci.reS3 Telephone John J. Krafsig, Jr., Esq. 2921 N. Front Street 717-236-2109 Har:risburg, Pa. 17110 Additional information may be obtained .. Date May /.5-; 2006 Signat 0 Name Address 2921 N. Front Street Harrisburg, Pa. 17110 Telephone Capacity: x 717-236-2109" Personal Representative Counsel for personal . representative .", .. I I NOTICE OF BENEFICIAL INTEREST IN ESTATE BEFORE TFIE REGISTER OF WILLS, COUNTY OF OJMBERLAND PENNSYLVANIA In re Estate of WILMA C. BROWN No. 0023 2 of 2006 TO: ~ 1 pxander L. Lorenz c/o Debbie D. Lorenz 1 Fnrnpy Orivp Lititz, Pennsylvania 17543 , deceased, (beneficiary) (address) Please take notice of the death of de!::ecient and the grant of letters to the personal represe!1tative(s) named below. You may have a benefi- cial interest in the estate as follows: Spp nrrnr.hPo Addendum (if additional space is needed, use back bf page) Name of de(:ede!1t Wilma C. Brown Las~ known address of decedent )') rhpsrnllr'Street. CalT'p Hill, Pa. 17011 , ' Date of death January 24, 2006 Place of death Community Os'"tieopathic'Hospital, Harrisburg, Pa.- CDum:y of gTCLTlt: of original letters. Dauphin Dececie!1t died X testate intestate. A copy of the v.ill x is is not attached. Name-!s), adci.ress(es) and telephone numoe=-:s) of all pe.rsonal represe!1t-. atives appointed Name Mjchael L. Sams. Acicir::~ Telephone' 2900 Cumberland Blvd., Camp Hill, Pa. 17011 717-236-2109 Name{s), adciress\es~ a.Tld telephone numhe~:s) of all counsel Name Adci.re~ Telephone John J. Krafsig, Jr., Esq. 2921 N. Front Street 717-236-2109 Harrisburg, Pa. 17110 Additional inforn1ction may be obtaine'1 f Date May IS-; 2006 Signat Name Address Teleohone Capacity:- x 717-236-2109" Personal Representative Counsel for personal . representative .v v ... ADDENDUM Although you are named as a beneficiary of the Estate of Wilma C. Brown, your precise distributive share cannot be ascertained at this time, because the following matters need to be resolved by the Estate, to wit: 1. Legal action in behalf of the Estate regarding an alleged claim of Arthur Brown, Jr. excess of $200,000.00. An allegation by Mr. Brown that there was a Special Trust created for him allegedly, which is disputed by the Estate. 2. A claim in excess of $35,000.00 by IRS alleging a deficient Income Tax Return filed for the year of 2003 under the stewardship of Charles A. Lorenz, Power of Attorney. 3. Over $200,000.00 in checks and funds from official records of banking institutions not accounted for by Charles A. Lorenz, Power of Attorney; and requires legal action regarding the fiduciary duty of the said Power of Attorney to write checks to persons that were no benefit to Wilma C. Brown; and the failure to properly apply nursing home insurance payments for her care. The remaining personal property bequeathed to Charles A. Lorenz has been received by Debbie D. Lorenz, his mother, for him. 4. Because Alexander is a minor, all steps must be taken to see that his share is properly reflected. As to the personal property bequeathed to him in the said Will, the items remaining have been received by Debbie D. Lorenz, his mother, for him. 5. After making all necessary deductions and off- sets regarding Sherry Lorenz, to then determine her proper share. As to personal property bequeathed in the will to Sherry L. Lorenz, the items remaining have been received by her. 6. Debbie D. Lorenz has received the remaining items of personal property bequeathed to her in the Will; together with the automobile referred to in the said Will. 7. Under all attending circumstances, it is not contemplated that there will be any distribution for Charles Lorenz. 4 / NOTICE OF BENEFICIAL INTEREST IN ESTATE BEFORE THE REGISTER OF WilLS, COUNTY OF (,[lMBERLAND PENNSYLVANIA In re Estate of WI LMA C. BROWN No. 00232 of 2006 TO: nphhip D. Lorenz , deceased, 1 Forney Drive Lititz, Pennsylvania 17543 Please take notice of the death of dec~ent and the grant of letters to the personal represe!1tative(s) named below. You may have a benefi- cial interest in the estate as follows: (beneficiary) (address) (if adci.itional space U: needed, use back' of pag~) Name of d~edent Wi lrna C. Brown Lasi. known address of decede!1t ~s C.hp!':tnut- street, Carrp Hill, Fa. 17011 Date of death January 24, 2006 Place of death COlllIllunity Os~eopathic Hospital, Harrisburg, Pa. Counr:." of gTa.l1t of original letters. Dauphin DeceD.e!1t died X testate intestate. A copy of the v.ill x is is not atl.ached. Name(s), adcire~(es) 2nd telephone nurnDe:-:s) of all personal represent- atives appointed Name Mi chae 1 L. Sams. Adcir,=S3 Telephone 2900 Cumberland Blvd., Camp Hill, Fa. 17011 717-236-2109 Name~s), adcir~s3{e::~ a.'1d telephone numbe:-:s) of all counsel Name Adci.reS3 Telephone John J. Krafsig, Jr., Esq. 2921 N. Front Street 717-236-2109 Harrisburg, Fa. 17110 Additional information may be obtained fro Date Ma y AS; 2006 Signat Name Address 2921 N. Front Street Harrisburg, Pa. 17110 Telephone Capacity: x 717-236-2109' Personal Representative Counsel for personal . representative .......v """,