Agenda 02/25/2020 Item #16D 8 (Donation to Marco Island Branch Library)02/25/2020
EXECUTIVE SUMMARY
Recommendation to accept and appropriate a donation of $50,000 to benefit the children’s
collection development and children’s programs of the Marco Island Branch Library, and approve
the necessary Budget Amendment.
OBJECTIVE: To accept and appropriate a donation to benefit the children’s collection development and
children’s programs of the Marco Island Branch Library.
CONSIDERATIONS: In late December 2019, the MacElree Harvey, Ltd. Law firm advised the Collier
County Public Library that the Estate of Carolyn Hunt bequeathed $50,000 to the Marco Island Branch
Library with the request that the money be used for children’s collection development and children’s
programs.
FISCAL IMPACT: A Budget Amendment is needed to appropriate the $50,000 donation within the
Library’s 129 Fund (Fund Center 156112, WBS #46046). There is no requirement for a County match.
LEGAL CONSIDERATIONS: This Item has been reviewed by the County Attorney, raises no legal
issues, and requires majority vote for approval. -JAK
GROWTH MANAGEMENT IMPACT: There is no Growth Management impact resulting from this
action.
RECOMMENDATION: To approve a Budget Amendment to recognize and appropriate the donation of
$50,000 to benefit the children’s collection development and children’s programs of the Marco Island
Branch Library.
Prepared By: Tanya Williams, Director, Library Division
ATTACHMENT(S)
1. REVISED_Cover Letter_Satisfaction of bequest.12.30.19 (PDF)
16.D.8
Packet Pg. 2089
02/25/2020
COLLIER COUNTY
Board of County Commissioners
Item Number: 16.D.8
Doc ID: 11517
Item Summary: Recommendation to accept and appropriate a donation of $50,000 to benefit the
children’s collection development and children’s programs of the Marco Island Branch Library, and
approve the necessary Budget Amendment.
Meeting Date: 02/25/2020
Prepared by:
Title: Administrative Assistant – Library
Name: Karen Tibbetts
01/29/2020 4:43 PM
Submitted by:
Title: Assistant Division Director - Library – Library
Name: Tanya Williams
01/29/2020 4:43 PM
Approved By:
Review:
Library Tanya Williams Additional Reviewer Completed 01/30/2020 8:43 AM
Operations & Veteran Services Ashley Lang Additional Reviewer Completed 01/31/2020 11:59 AM
Operations & Veteran Services Kimberley Grant Level 1 Reviewer Completed 02/03/2020 3:21 PM
Public Services Department Todd Henry Level 1 Division Reviewer Completed 02/04/2020 8:40 AM
Grants Erica Robinson Level 2 Grants Review Completed 02/04/2020 10:16 AM
Public Services Department Steve Carnell Level 2 Division Administrator Review Completed 02/11/2020 9:42 AM
Office of Management and Budget Debra Windsor Level 3 OMB Gatekeeper Review Completed 02/11/2020 10:03 AM
County Attorney's Office Jeffrey A. Klatzkow Level 3 County Attorney's Office Review Completed 02/11/2020 11:20 AM
Grants Therese Stanley Additional Reviewer Completed 02/14/2020 2:25 PM
Budget and Management Office Ed Finn Additional Reviewer Completed 02/14/2020 6:30 PM
County Manager's Office Sean Callahan Level 4 County Manager Review Completed 02/17/2020 2:45 PM
Board of County Commissioners MaryJo Brock Meeting Pending 02/25/2020 9:00 AM
16.D.8
Packet Pg. 2090
MacElree l+P
i!*u'å Harvey t
MacElree Harve¡ Ltd.
Attorneys at Law
l7'S?'est Miner Street
tVest Chester, PA 19382
610-436-0100 | main
macelree.com
Joseph A. Bellinghieri
jbellinghieri@macelree.com
d I 610-840-0239
f I 610-429-4486
INITIATIVE IN PRACTICE@
December 23,2019
Collier County Public Library
AïTN: Tanya Williams, Library Director
2385 Orange Blossom Drive
Naples, FL 34109
RE: Estate of Carolyn Hunt
Dear Ms. Williams:
As you know, this office represents the Estate of Carolyn Hunt, Deceased, who died on September 29,
2019,
At this time, the Executrix is satisfying all the specific bequests under the Decedent's Will. Enclosed is a
check payable to The Collier County Public Library - Marco lsland Branch in the amount of $50,000.00
in satisfaction of the bequest made under the Will, along with a copy of the page of the Will that directs
the bequest. As vou will note. this bequest is specificallv made to the /Vtarco lsland Brancä of ffie
Collier Countv Pt!þlic l-ibraru for the children's collection development and c,hildren's proorams.
Finally, enclosed is a Satisfaction of Bequest, which I ask that you sign and return to me in the
enclosed envelope. The Executrix also requests written confirmation that the funds have or will be
used for the specific and thoughtful intentions set forth by the Decedent in her Will.
Please call me if have any questions
Sincerely,
A. Bellinghieri
/dpb
Enclosurescc: Carolyn K. Ginther (via e-mail)
Mary C. Kenney, Esq. - PA Office of Attorney General (via e-mail)
3367243v1
082245.6631 6
CENTREVILLE, DE DOYLESTOWNI PA WEST CHESTER, PAKENNETT SQUAREI PA
16.D.8.a
Packet Pg. 2091 Attachment: REVISED_Cover Letter_Satisfaction of bequest.12.30.19 (11517 : Accept and appropriate $50k donation to benefit children
IN RE COMMONWEALTH OF PENNSYLVANIA
CHESTER COUNTY
ESTATE OF
CAROLYN HUNT,
DECEASED : FtLE NO. 1519-2039
SATISFACTION OF BEQUEST
The undersigned, on behalf of The Marco lsland Branch of the Collier County
Public Library, hereby acknowledge receipt of an estate check in the amount of Fifty Thousand
Dollars ($50,000.001, for the children's collection development and children's programs.
which represents distribution in full and final satisfaction of the specific bequest to The Marco
lsland Branch of the Collier County Public Library under PARAGRAPH THIRD 3. of the Last
Will and Testament of Carolyn Hunt, Deceased. The beneficiary understands that to the extent
furlher expenses and/or taxes of any kind are incurred by the estate and/or the Executrix or if
any claims are made against the estate that cannot be satisfied by the Executrix from the funds
remaining in the estate, then the beneficiary will be responsible for its proportionate share of all
such expenses/taxes (not to exceed the gross amount of this specific bequest), and the
beneficiary will pay those expenses/taxes immediately upon the written request of the Executrix
and/or the attorney for the estate.
COLLIER COUNTY PUBLIC LIBRARY
(on behalf of the MARCO ISLAND BRANCH)
Date signed
print name/title
3430755v1
082245.6631 6
ORPHANS' COURT DIVISION
REGISTER OF WILLS
By:
16.D.8.a
Packet Pg. 2092 Attachment: REVISED_Cover Letter_Satisfaction of bequest.12.30.19 (11517 : Accept and appropriate $50k donation to benefit children