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Home My WebLink About03-14-07 Pa. D.C. Rule 6.12 STATUS REPORT REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYLVANIA Name of Decedent: Martha B. Young Date of Death: 7/3/2006 File Number: 21-06-0647 Pursuant to Pa. O.c. Rule 6.12, I report the following with respect to completion of the administration of the above-captioned estate: 1. State whether administration of the estate is complete: . . . . . . . . . . . . . . . . . . .. I!2IYes DNo 2. If the answer is No, state when the personal representative reasonably believes that the administration will be complete: 3. Ifthe answer to No.1 is YES, state the following: a. Did the personal representative file a final account with the Court? . . . . . .. DYes &21 No A Court accounting was not filed. Attorney General approved informal accounting, a copy of which is attached. See letter gated Januprv 1.91:' 2007, a copy of which has been separately filed. b. The separate Urphans Court No. Vt any) ror the personal representative's account is: c. Did the personal representative state an account informally to the parties in interest? ............................... &a! Yes DNo d. Copies of receipts, releases, joinders and approvals of formal or informal accounts may be filed with the Clerk of the Orphans' Court and may be attached to this report. Date 2/27/07 Capacity: DPersonal Representative DCounsel If) Ln 0"1 James D. Bogar, Esquire Name of Person Filing this Form One West Main Street Address Shiremanstown, PA 17011 717-737-8761 r-- C:::::) C~:':' <:--...r Telephone Form RW-10 rev. 10.13.06 J Court of Common Pleas of Cumberland County, Pennsylvania Orphans' Court Division No. 21-06-0647 Estate 01 Martha B. Young, Deceased FIRST AND FINAL ACCOUNT AND STATEMENT OF PROPOSED DISTRIBUTION Carl E. Young, Executor Date of Death: 07/03/2006 07/20/2006 Date of Executor's Appointment Date of First Advertisement of Letters: Accounting for the Period: 07/0312006 to 01/04/2007 Purpose of Account: Carl E. Young, Executor, offers this account to acquaint interested parties with the transactions that have occurred during this administration. It is Important that the account be carefully examined. Requests for additional Information or questions or objections can be discussed with: James D. Bogar Attorney Identification No. 19475 Bogar & Hipp Law Offices One West Main Street Shiremanstown, PA 17011 717-737-8761 SUMMARY OF ACCOUNT Estate of Martha B. Young, Deceased For the Deriod of Julv 3. 2006 throuah Januarv 4. 2007 Proposed Distributions to Beneficiaries PRINCIPAL Receipts: This Account Net Gain (or Loss) on Sales or Other Dispositions Less Disbursements: Debts of Decedent Funeral Expenses Administration Expenses Federal and State Taxes Commissions Fees Family Exemption Balance Before Distributions Transfer to (from) Principal Distributions to Beneficiaries Principal Balance on Hand For Information: Investments Made Changes In Investment Holdings INCOME Receipts This Account Net Gain (or Loss) on Sales or Other Dispositions Less Disbursements Balance Before Distributions Transfer to (from) Income Distributions to Beneficiaries Income Balance on Hand For Information: Investments Made Changes In Investment Holdings COMBINED BALANCE ON HAND S 1,327.18 0.00 1,327.18 0.00 1,327.18 0.00 0.00 1,327.18 Paae 6 1 2 2 2 3 4 Current Value 6S0.00 1,086.80 3,900.03 0.00 0.00 3,800.00 0.00 Fiduciary Acquisition Value 49,103.09 182,212.74 0.00 182,212.74 9,436.83 172,nS.91 0.00 12S,000.00 47,nS.91 49,103.09 SCHEDULE A RECEIPTS OF PRINCIPAL 07/0312006 Cash Central Pennsylvania Conference The United Methodist Church - Certificates of Deposit, date of death balance $125,000.00, accrued interest $1,205.46 PNC Bank, N.A. - Certificate of Deposit, Account No. 31400269229, date of death balance $10,367.78, accrued interest $13.39 PNC Bank, N.A. - Certificate of Deposit, Account No. 31400280601, date of death balance . . PNC Bank, N.A. . Certificate of Deposit, Account No. 31400293201, date of death balance $30,136.13, accrued interest $38.46 PNC Bank, N.A. . Checking Account No. 5140244624, date of death balance $9,656.14, accrued Interest $1.35 07/0312006 07/0312006 07/0312006 07/0312006 09/21/2006 HSBC - Medical Insurance Refund of Overpayment Total Cash Personal PrODertv Personal Property - Books and personal effects Including clothing Items (no vehicle owned as of date of death) Total Personal Property 07/0312006 126.205.46 10.381.17 5.134.03 30.174.59 9.657.49 660.00 Total Receipts of Principal 1 0.00 Fiduciary Acquisition Value 182.212.74 0.00 182.212.74 SCHEDULE C DISBURSEMENTS OF PRINCIPAL Debts of Decedent 08103/2006 08103/2006 08103/2006 08117/2006 08123/2006 08130/2006 08130/2006 10/0512006 Alert Pharmacy Services, Inc. . Prescriptions Heritage Cardiology Associates. Medical Bill Heritage Medical Group. Medical Bill Bethany Village. Final Bill Bethany Village Skilled Nursing. Final Bill Holy Spirit Hospital. Hospital Bill Phllhaven . Medical Bill Bethany Village. Bill Total Debts of Decedent 08103/2006 Funeral Expenses Auer Memorial Home and Cremation Services. Funeral Montoursvllle Cemetary Co. . Funeral Shultz Memorials. Marker Engraving Total Funeral EXDenses 08107/2006 0810812006 07/20/2006 Administration Expenses PNC Bank, N.A. . Outstanding checks In Checking Account No. 5140244624 as of date of death (listed to balance account) Bonnie Miller, Tax Collector. Personal Tax Register of Wills. Probate Fees Register of Wills. Filing Fee for Pa. Inheritance Tax Return RESERVES: . Costs to conclude administration of Estate; preparation of Personal and Fiduciary Income Tax Returns 08130/2006 08130/2006 09/27/2006 '1'0 BE PAID 2 65.12 63.44 68.61 16.00 160.64 212.99 27.50 35.70 650.00 701.80 300.00 85.00 1.086.80 2.715.23 9.80 310.00 15.00 ,. 850.00 SCHEDULE C DISBURSEMENTS OF PRINCIPAL Continued Total Miscellaneous Administrative Expenses 09/27/2006 TO BE PAID Fees James D. Bogar. One-half (1/2) legal fees James D. Bogar. One-half (1/2) legal fees Total Fees TOTAL DISBURSEMENTS OF PRINCIPAL 3 1.900.00 1.900.00 3.900.03 3.800.00 9.436.83 SCHEDULE D DISTRIBUTIONS OF PRINCIPAL 08130/2006 The United Methodist Stewardship Foundation of Central Pennsylvania. Advancement 125.000.00 TOTAL DISTRIBUTIONS TO BENEFICIARIES 4 125.000.00 125.000.00 SCHEDULE G RECEIPTS OF INCOME Interest/Bank 07/20/2006 PNC Bank, N.A. - Interest earned on Certificate 16.75 of Deposit, Account No. 31400269229 from date of death to close-out of account 07120/2006 PNC Bank, N.A. - Certificate of Deposit, Account 9.81 No. 31400280601, date of death balance $5,117.73, accrued Interest $16.30 07120/2006 PNC Bank, N.A. - Interest earned on Certificate 64.11 of Deposit, Account No. 31400293201 from date of death through close-out of account 11/01/2006 Central Pennsylvania Conference The United 1.073.65 Methodist Church - Interest earned on Certificates of Deposit from date of death through close-out 11/30/2006 Commerce Bank - Interest earned In Estate 158.45 Savings Account No. 62817886 12/16/2006 Commerce Bank - Interest earned In Estate 4.41 Checking Account No. 537303091 TOTAL BANK INTEREST 1.327.18 TOTAL RECEIPTS OF INCOME 1.327.18 5 PROPOSED DISTRIBUTIONS TO BENEFICIARIES TO: The United Methodist Stewardship Foundation of Central Pennsylvania. Proposed Distribution Total 6 Current Value 01/04/2007 or as noted Fiduciary Acquisition Value 49.103.09 49.103.09 49.103.09 Court of Common Pleas of Cumberland County, Pennsylvania Orphans' Court Division No. 21-06-0647 Estate 01 Martha B. Young, Deceased Affidavit Carl E. Young, Executor under the Last Will and Testament of Estate of Martha B. Young, Deceased, hereby declares under oath that he/she has fully and faithfully discharged the duties of hlsJher office; that the foregoing 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 hisJher knowledge, there are no claims now outstanding against the estate and that all taxes presently due from the estate have been paid. w-t,~~_ Carl E. Young CT Subscribed and sworn to before me thls4--J...~ay 0~2oo1 ., ~nft if ~QrnO Notary Public COMMONWEAlnt OF PENNSYlVANIA .. NOlARIAtSEAl BONNIE t. WllUAMS. NOTARY PU8~C co. s~~~~~~lg: ~~~E~~:~R~2009