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HomeMy WebLinkAbout12-04-06 ~~~ ~ RegIster or WIllS or cumoerlanu L,UUIllY STATUS REPORT UNDER RULE 6.12 Name of Decedent: NILLlA~\ A, (jA~EJJrtS Jf<- , Date of Death: :~\,}\! ~O ()W 5 . Estate No.~~l~, I }-1Y-~1'-) 5(.+1 '?A F!LE.:ft - i' ,..-::::it. n" r.Lt:::: ' 0~,- . ",' '-..../ ,0, / ?' '. '::::J.. ':'~ c" - ,ji...) .- L/ " --:- '" , CJ-'l;; f . ." Pursuant to Rule 6.12 of the Supreme Court Orphans' Court Rules, I report the following \vith respect to completion of the administration of the above-captioned estate: 1. State whether ad~stration of the estate is complete: Yes 0 No ~ 2. If the answer is No, state when the personal representative reasonably believes that the administration will be complete: N (j V, (j.l..J-J 1- 3. If the answer to No. I is Yes, state the following: a. Did the personal representative file a final account with the Court? Yes 0 No:f4 b. The separate Orphans' Court No. (if any) for the personal representative's account is: c. Did the persol}~epresentative state an account informally to the parties in interest? Y es ~ No D c. Copies of receipts, releases, joinders and approval of formal or informal accounts may be filed with the Clerk oftte Orphans' Court and may be attached to this report. 7fi xi& JJQI fjJ I \ ' Signature t,r. "\ 0,\ \ \ 1/ -:::,'''' ! A; \ ',:" i r=f: J(,[': . ",')' i\lh~ ~ y-,~ (...J.~J~ " : '. Name Date)\\J'~ ;J l~UOlo ~') Li'~, Address r-J I'A a~ ::J ,_? .-/ ~J " /\! '< /'!. -r /:.: ,.'\'-../-...1/)( Telephone No. '---'i>i '~T ' ~i\i l ') / II ~)0 1.1 '-11' ",' \.(... ,.' )JV i '----' I ) 1'.../ Capacity: Q1:Personal Representative o Counsel for personal representative L S : I \,,1 d 'f! - en>!? .,IU';v \. ~-J November 30, 2006 320 W. 56 St., Apt. 6E New York, NY 10019 Clerk of Orphans' Court Cumberland County 1 Courthouse Square Carlisle, P A 17013 Re: Letters of Administration granted on Sept. 1, 2006 Estate of William A. Gavenas Jr. File #: 2006-00778 P A File#: 21-06-9778 Dear Sir or Madam: 1 am still in the process of administering the estate of my late father, William A. Gavenas (SSN 178-22-1569). 1 am sending this addendum to assure you that 1 am performing these tasks with due diligence. Delays in the administration and filing of accounts are due chiefly to the following: 1) A discovery of unclaimed property (in an amount estimated at under $200). 2) Refusal by the nurse who was my father's former guardian to surrender documentation in his possession (receipts, list of any property or other assets that 1 may not be aware of, insurance policies, etc.). Because 1 am the only child and my mother predeceased him in 1999, there are no other heirs or legal claimants to the estate. To date: . 1 have notified my father's employer, the Social Security Administration, and the Veterans Administration. (1 did this prior to receiving the Letters). 1 was also able to locate, through his former employer, some of his known life insurance and notify his Insurers. . Prior to receiving the Letters, 1 also demanded a list of assets from the nurse who was his guardian and was, through the nurse's attorney Charles Friedman, refused. . On Sept. 1,2006,1 froze the remaining assets in my father's PNC account (in the amount of roughly $3,000). Between my father's death and me being granted the letters of administration the guardian had made several unauthorized payments to himself to the amount of several thousand dollars. 1 will attempt to recover the amount but probably will not be able to do so. . On Sept. 4, 2006, 1 contacted MidPenn Bank for a statement of payments made to my late father's nursing home and discovered that the guardian had made subsequent requests for payment to himself and been refused. . On Sept. 4, 2006, 1 discovered unclaimed property in my father's name (a prescription payment of approx. $180). On October 4, 1 forwarded the short certificate and pertinent documentation to the Pennsylvania Treasury Department. Due to a backlog in their deaprtment, they estimate that the processing should be complete in early 2007. (Claim 99839284) . On Oct. 6, 2006, I again sent a notarized request to the guardian and to the guardian's attorney asking for surrender of all papers pertaining to my late father and his accounts. . On Nov. 29, 2006, I arranged for a legal notice to be published for the requisite three weeks in the Carlisle newspaper. At present, I estimate the value of the estate to be at a maximum of $3,200 before taxes and hope to file inheritance tax and a final account as promptly as possible. Pit (rs ifrul y, /" , , i' i .~ . \' i ' '~ /1 , ; ~ ) I / I. Vd,hl &0(~ " M~ry ~'venas