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
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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
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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
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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
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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-
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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
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