HomeMy WebLinkAbout01-12-07
INRE:
: IN THE COURT OF COMMON PLEAS OF
: CUMBERLAND COUNTY, PENNSYLVANIA
ESTATE OF
JEANNETTE M.
GOTTSHALL
ORPAHN'S COURT DIVISION
NO. 21-06-0068
FIRST AND FINAL ACCOUNTING
Of the Estate of Jeannette M. Gottshall, Deceased, Late of
Cumberland County, Pennsylvania.
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Filed on behalf of Sandra B. Dean, Executrix
Date of Death:
Letters Testamentary Granted:
October 31 , 2005
January 24, 2006
Letters Advertised:
The Sentinel: 02/02/06, 02/09/06, 02/16/06
Cumberland Law Journal: 02/10/06, 02/17/06, 02/24/06
Accounting filed:
ACCOUNT FINAL AS OF:
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IN RE:
IN THE COURT OF COMMON PLEAS OF
CUMBERLAND COUNTY, PENNSYLVANIA
ESTATE OF
JEANNETTE M.
GOTTSHALL
ORPHAN'S COURT DIVISION
NO. 21 06-0068
Purpose of the Account: Sandra B. Dean, Executrix of this
Estate files this Accounting to acquaint interested parties with the
transactions that have occurred during her execution.
The Account also indicates the proposed distribution of the
estate.
It is important for the Account to be carefully examined.
Requests for additional information or questions or objections can be
discussed with the undersigned Attorney for the Estate.
Stephen J. Hogg, Esquire
19 S. Hanover Street, Suite 101
Carlisle, PA 17013
(717) 245-2698
Attorney for Estate
RECEIPTS OF PRINCIPAL
CASH
M& T Checking Account #604186
Pension Check
Interest Earned 11/21/05
I nterest Earned 12/21/05
Interest Earned 01/20/06
Interest Earned 02/07/06
Sale of Mobile Home
Christmas Club close-out transfer to estate acct.
Subtotal
REFUNDS
Security Deposit
Subtotal
TOTAL GROSS ASSETS
$ 33,555.02
$ 417.00
$ 2.83
$ 2.22
$ 2.21
$ 1.25
$ 6,500.00
$ 200.27
$ 40,680.80
$ 100.00
$ 100.00
$ 40,780.80
DISBURSEMENTS OF PRINCIPAL
EXPENSES AND DISBURSEMENTS
Rudolph Kepp, IV- TV $ 500.00
Barry Siple - Beneficiary advance payment $ 2,800.00
Leiby MHP - Lot Rent $ 315.00
Chase Card Services - dinner $ 222.00
Comcast $ 44.32
Bank Fee for Check Return Option - November $ 1.00
MBNA/IBA Check Payment $ 99.00
Bank Fee for Check Return Option - December $ 1.00
Bank Fee for Check Return Option - January $ 1.00
Foot and Ankle Center - $ 14.19
Milton S. Hershey Medical Center $ 10.74
The Guide News $ 39.60
Leiby's Parkway $ 646.02
Leiby's MHP Water/Sewer $ 11.50
Milton S. Hershey Medical Center $ 10.85
Milton S. Hershey Medical Center $ 29.60
PP&L - February $ 544.42
PP&L - March $ 79.56
PP&L - April $ 74.00
PP&L - May (Final Bill) $ 114.20
Milton S. Hershey Medical Center $ 912.00
Milton S. Hershey Medical Center
Health Network Laboratories
Milton S. Hershey Medical Center
M& T Che<?king Account Fee
M& T Checking Account Service Charge
Leiby's Lot Rent
Property Tax
Personal Tax
Penny MacDonald - Beneficiary Advance Pmt.
Sandra Dean - Executrix Advance Pmt.
Subtotal
ADMINISTRATIVE EXPENSES
Neill Funeral Home
Personal Representative's Commission
Attorney fees
Probate fees
Advertisement: Cumberland Law Journal
The Sentinel
Inheritance Tax Return Filing Fee
Final Accounting Filing Fee
Notary
Subtotal
2
$ 1 ~1.03 '
$ 5.78
$ 221 .56
$ 18.25
$ 13.07
$ 302.00
$ 109.90
$ 24.49
$ 944.14
$ 1,842.45
$10,072.67
$ 315.00
$ 2,446.84
$ 2,446.84
$ 132.00
$ 75.00
$ 137.03
$ 30.00
$ 130.00
$ 5.00
$ 5,717.71
DISBURSEMENTS OF PRINCIPAL
EXPENSES AND DISBURSEMENTS
Rudolph Kepp, IV- TV $ 500.00
Barry Siple - Beneficiary advance payment $ 2,800.00
Leiby MHP - Lot Rent $ 315.00
Chase Card Services - dinner $ 222.00
Comcast $ 44.32
Bank Fee for Check Return Option - November $ 1.00
MBNA/IBA Check Payment $ 99.00
Bank Fee for Check Return Option - December $ 1.00
Bank Fee for Check Return Option - January $ 1.00
Foot and Ankle Center - $ 14.19
Milton S. Hershey Medical Center $ 10.74
The Guide News $ 39.60
Leiby's Parkway $ 646.02
Leiby's MHP Water/Sewer $ 11.50
Milton S. Hershey Medical Center $ 10.85
Milton S. Hershey Medical Center $ 29.60
PP&L - February $ 544.42
PP&L - March $ 79.56
PP&L - April $ 74.00
PP&L - May (Final Bill) $ 114.20
Milton S. Hershey Medical Center $ 912.00
Milton S. Hershey Medical Center
Health Network Laboratories
Milton S. Hershey Medical Center
M& T Checking Account Fee
M& T Checking Account Service Charge
Leiby's Lot Rent
Property Tax
Personal Tax
Penny MacDonald - Beneficiary Advance Pmt.
Sandra Dean - Executrix Advance Pmt.
Subtotal
ADMINISTRATIVE EXPENSES
Neill Funeral Home
Personal Representative's Commission
Attorney fees
Probate fees
Advertisement: Cumberland Law Journal
The Sentinel
Inheritance Tax Return Filing Fee
Final Accounting Filing Fee (est.)
Notary
Subtotal
2
$ 121.03
$ 5.78
$ 221.56
$ 18.25
$ 13.07
$ 302.00
$ 109.90
$ 24.49
$ 944.14
$ 1 ,842.45
$10,072.67
$ 315.00
$ 2,446.84
$ 2,446.84
$ 132.00
$ 75.00
$ 137.03
$ 30.00
$ 130.00
$ 5.00
$ 5,717.71
INHERITANCE TAX
Inheritance Tax Paid 9/15/2006
Inheritance Tax Paid 11/17/2006
Subtotal
TOTAL EXPENSES AND DISBURSEMENTS
TOTAL GROSS ASSETS
LESS EXPENSES AND DISBURSEMENTS
NET ESTATE AMOUNT FOR DISBURSEMENT
3
$ 1,124.66
9.72
$ 1,134.38
$16,924.76
$40,780.80
$16,924.76
$23,856.04
CONSENT TO DISTRIBUTION
I, the undersigned party in interest in the Estate of Jeannette M.
Gottshall, aver I have received and read a copy of the attached First
and Final Accounting with a proposed final distribution schedule. I
understand the proposed distribution and have no objection thereto.
Date:~~~1~ ~~Q a.\~lM
J SANDRA B. DEAN
CONSENT TO DISTRIBUTION
I, the undersigned party in interest in the Estate of Jeannette M.
Gottshall, aver I have received and read a copy of the attached First
and Final Accounting with a proposed final distribution schedule. I
understand the proposed distribution and have no objection thereto.
Date:
J-)tJ ;t7
A~~~,-
CONSENT TO DISTRIBUTION
I, the undersigned party in interest in the Estate of Jeannette M.
Gottshall, aver I have received and read a copy of the attached First
and Final Accounting with a proposed final distribution schedule. I
understand the proposed distribution and have no objection thereto.
Date: ~I ~ 1 If) ~
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PENNY ACD NALD
CONSENT TO DISTRIBUTION
I, the undersigned party in interest in the Estate of Jeannette M.
Gottshall, aver I have received and read a copy of the attached First
and Final Accounting with a proposed final distribution schedule. I
understand the proposed distribution and have no objection thereto.
Dale: ~
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CONSENT TO DISTRIBUTION
I, the undersigned party in interest in the Estate of Jeannette M.
Gottshall, aver I have received and read a copy of the attached First
and Final Accounting with a proposed final distribution schedule. I
understand the proposed distribution and have no objection thereto.
Date: f~ ,31}fYJ6
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BARRY SIPLE
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VERIFICATION
I, Sandra B. Dean, do hereby verify that I am the Petitioner herein, and
that the facts set forth in the aforegoing Petition to Settle an Estate are
true to the best of my knowledge, information and belief, upon
information supplied. I understand that false statements herein are
subject to the penalties of 18 Pa. C.S.A. 94904, relating to unsworn
falsifications to authorities.
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SANDRA B. DEAN
Date: /d-oPJ-D2 106
Sworn to or aff2Qd and subscribed to before me by witnesses,
this J",-~ day of "./U~A..J , 2006.
Pennsylvania
Notary Law
does NOT
f;g",.Qft4*fAUH OE ~ENNSYlVANIA
CAROL NOTARIAL SEA&.
SUSQUeh~E~EY'ONot.,~ Public
My ~ &in. "Phln Cou,*,
New. " 2001
require an
embossing seal
on documents
notarized after
July I, 2003.