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HomeMy WebLinkAbout01-12-07 (2) SECOND AND FINAL ACCOUNT AND PROPOSED DISTRIBUTION OF LESLIE COVER, EXECUTOR OF THE ESTATE OF VIRGINIA A. MOONEY, DECEASED LATE OF WEST PENNSBORO TOWNSHIP, CUMBERLAND COUNTY Estate File #: 21-05-1101 Estate Identification #: 20-7067547 Date of Death: November 28, 2005 Letters Granted: December 22, 2005 Dates of Advertisement: The News-Chronicle - Cumberland Law Journal- January 27, 31 & Feb. 3, 2006 February 3,10 & 17,2006 Account Stated To: January 10, 2007 C) ~~:o -. :JJ J:_;~q :~f[l c; (-) :).~-'T--; -,r- -'::0 :D---1 .> ~ = = -..J '- > 2: ::r:J 1"1'"1 c--:) ~r~5 --) , ; : f'r; ,:i CJ .) C-l i~l '-I c"") roo ,-TI c__ -) ~.;? SUMMARY & INDEX N Principal Pages Amount 2 $64,043.52 2 $0.54 2 $181.09 2 $64,225.15 3 $10,974.02 3 $33,532.91 3 $1,575.00 4 $7,450.00 4 $10,693.22 -0 ::!.l: ry CJ1 .::- Receipts Net Gain or (Loss) on Conversions Receipts Subsequent to Inventory ADJUSTED BALANCE Debts of Decedent Costs of Administration Distributions to Beneficiaries Reserves PROPOSED DISTRIBUTIONS Purpose of Account: LESLIE COVER, Executor offers this account to acquaint interested parties with the transactions that have occurred during her administration. This account also indicates the proposed distribution of the estate. It is important the account be carefully examined. Requests for additional information, questions or objections can be discussed with: E. Ralph Godfrey, Esquire SALZMANN HUGHES PC 354 Alexander Spring Road, Suite 1 Carlisle, P A 17015 (717) 249-6333 \)-- RECEIPTS OF PRINCIPAL Value of Assets Listed in Inventory (d/o/d value) Fiduciary Acquisition Value Real Property: 69 Fickes Road, West Pennsboro Township, Newville Cumberland County, Pennsylvania $56,000.00 $56,000.00 Personal Property: Farmers National Bank, checking account $226.42 $226.96 Miscellaneous personal property (kept) $1,575.00 $1,575.00 Miscellaneous personal property (sold) $6,242.10 $6,242.10 TOTAL RECEIPTS OF PRINCIPAL $64,043.52 $64,044.06 RECEIPTS SUBSEQUENT TO INVENTORY (Value When Received) 06/27/06 Publishers Clearinghouse, refund .................................................................. $11.89 06/27/06 Shoemakers Insurance, refund ..................... ........;....... ............ ............. ....... $169.20 TOTAL RECEIPTS SUBSEQUENT TO INVENTORy.................................. $181.09 RECAPITULATION -RECEIPTS RECEIPTS OF PRINCIPAL (Fiduciary Acquisition Value) ................................................ $64,044.06 RECEIPTS SUBSEQUENT TO INVENTORy............................................................. $181.09 TOTAL RECEIPTS OF PRINCIPAL & INCOME ..................................... $64,225.15 2 DISBURSEMENTS Debts of Decedent: 02/20/05 Carlisle Propane ..... .......... ................ ...... .............. .......... ............. ...... .... ..... ......... $100.00 04/03/06 Carlisle Propane .,. ...... ............... ............... .......... ..... ...... ....... ....... ............... ......... $573.10 04/03/06 Sprint .............. ............ .......... ........... ............. .......... ........ ........ ............. ...... ....... $34.16 04/03/06 PP&L ......... .......... ....... ..... ......... ...... ............. ...... ....... ...... ........ ...... ..... ...... ....... $121.33 04/13/06 Carlisle Digestive Disease .................. .......... ....... ..................... ............. ......... ...... $19.19 04/13/06 Cumberland Pathology.. .......... ....... ........... ............ ...... ................ ........... ............... $20.77 04/13/06 Lanc HMA Phys Mgt ............................................................................................ $18.90 04/13/06 Moffitt Heart & Vascular Group ........................................................................... $10.20 04/13/06 Carlisle Regional Medical Center ......................................................................... $89.62 04/13/06 Philip D. Carey MD ...... ................. .................... ....... .............. ....... ....... ..... ........... $34.95 04/13/06 Masland Associates .......... .... ....... ........... ....... ..... ..... .................... .............. .......... .... $1.77 04/13/06 Andorra Radiology..... .......... ....... ................ ....... ........... ........... ........... ...... ..... ......... $9.00 04/13/06 Andorra Radiology ... ....... ..... ............ ........ ............ ...... ................... .......... .... .......... $47.71 04/13/06 Walnut Bottom Radiology .................................................................................... $18.31 04/13/06 Graham Medical Clinic. ......... ........ ....... .................... .......... ..... .......... ...... .... ......... $86.96 04/13/06 Carlisle Regional Medical Center ....................................................................... $912.00 04/25/06 PP &L ................................................................................................................ $49.30 11/29/06 Medical Revenue (collectionfor Carlisle Hospital) ....................................... $8,528.34 11/29/06 Genzyme Genetics............................................................. .................................... $70.80 11/29/06 Bronstein Jefferies ................................................................................................ $27.61 01/08/07 Carlisle Propane................................................................................... .............. $200.00 Subtotal: ...... .................... ...... ......... ........................ ...... ................ ...... ...... ..................... .......... $10,974.02 Costs of Administration: 04/03/06 Auctioneer ........... ....... ..... ..... ....... ....... ............ .......... ..... ..... ........ ..... ............ ..... $3,500.92 04/03/06 Hoffman-Roth Funeral Home .......................................................................... $1,000.00 04/04/06 Chamberlin & Winger ... ..... ..... ............ ............... ..... .......... ........ .... ...... ..... .......... $290.00 04/04/06 Salzmann Hughes PC, reimbursements .............................................................. $348.50 04/13/06 Settlement charges .. ........ .... .......... .......... ........ ......... ..... .......... ....................... $18,520.89 04/13/06 Hoffman-Roth Funeral Home .......................................................................... $5,114.50 06/21/06 Register of Wills, filing fee ................................................................................... $30.00 06/21/06 Register of Wills Agent, inheritance tax ......................................................... $1,315.1 0 06/21/06 Salzmann Hughes PC, attorney fee .................................................................. $1,900.00 09106/06 Register of Wills, filing fee.. ................................................................................ $130.00 11/29/06 Eby Granite Works, grave marker ................................................................... $1,143.00 12/29/06 Saidis Flower & Lindsay, auditor fee ................................................................. $240.00 Subtotal: ..... ........... ...... .............. ............ ................... ........ ..................... .................................. $33,532.91 3 Distributions to Beneficiaries: Personal property ........................................................................................................... $1,575.00 Subtotal: ................... ................... ........................ ........ ...... ............... ...... ................. .................. $1,575. 00 Reserves: Salzmann Hughes PC, attorney fee ...... ................ ............................... ................. ............ $1,900.00 Patricia A. Rosendale CPA, fiduciary taxes ........................................................................ $350.00 Miscellaneous filing fees ..................................................................................................... $200.00 Leslie Cover, Power of Attorney fee ................................................................................ $2,000.00 Leslie Cover, executor fee ..................................................................... ........................... $3,000.00 Subtotal: ....................... .......... ....... ................ ...................... ........... ........ ........ ..................... ...... $ 7,450.00 TOT AL DISBURSEMENTS OF PRINCIPAL.............................................. $53,531.93 RECAPITULATION TOTAL RECEIPTS OF PRINCIPAL & INCOME.................................................. $64,225.15 TOTAL DISBURSEMENTS OF PRINCIPAL & INCOME ............................... - $53.531.93 BALAN CE FO R FINAL DISTRIBUTION.................................................... $10,693.22 FINAL DISTRIBUTION Leslie Cover Y.a remainder $2,673.31 Richard M. Mooney Y.a remainder $2,673.31 Christine Holmes Y.a remainder $2,673.31 Juanita Kennedy Y.a remainder $2,673.31 ENDING BALANCE $-0- 4 COMMONWEAL TH OF PENNSYLVANIA ss COUNTY OF CUMBERLAND LESLIE COVER, Executor for the Estate of Virginia A. Mooney, deceased, hereby declares under oath [under penalty of perjury] that she has fully and faithfully discharged the duties of her office; that the foregoing Second and Final Account is true and correct and fully discloses all significant transactions occurring during the accounting period; that all known claims against the estate have been paid in full; that, to her knowledge, there are no claims now outstanding against the Estate; and that all taxes presently due from the estate have been paid. ~.~ LESLIE COVER, Executor Sworn and subscribed before me this COMMONWEALTH OF PENNSYLVANIA Nolarial Seal Jacqueline L Drawbaugh, Notary Public Carlisle Bolo, Cumberland County My Commission ExpIres Aug. 14,2007 Member, Penns~nle AslOCietion Of Notaries 5