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
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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
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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
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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
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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
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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.
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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
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