HomeMy WebLinkAbout03-30-07
REGISTER OF WILLS OF CUMBERLAND
Pa. G.C. Rule 6.12 STATUS REPORT
COUNTY,PENNSYL v ANIA
Name of Decedent: RUTH P. HELMICK
Date of Death: April 12, 2005
File Number:
0364-200'1
Pursuant to Pa. O.C. Rule6.l2, 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: . . . . . . . . . . . . . . . . . . ., DYes rn No
2. If the answeris N'O, state when the personal representative
reason~hlv believes that the aoministration will be complete: First and Final Account has been
approved and dls1::r i15U'tlon macJe to a1'"T-oenerlciar les, e}(cept for Bonita A. Johnson ,granddaughter
of decedent, whose whereabouts are unknown. Per Order of the Court, her bequest is being held
in an. interest-b~,qr; ng ,.,h~,.,ld ng ,q,.,,.,,,,mr "v<;;1 r~HA!liRE reaei) te 15~ J?u';'u U1-/Ull UU.L J.i.;:,,",uvt\ry of the
whereabouts. of Bonita A. Johnson. Please see Schedule of Proposed Distribution, Page 9 of the
3. If the answer to No.1 is YES, state the following: First and Final Account.
a. Did the personal representative file a final account with the Court?' . . . . . .. !DYes DNo
b. The separate Orphans' Court No. (if any) for the personal
representative's account is:
c. 'Did the personal representative state an account
infomially to the parties in interest? ,............................... \DYes DNo
d. Copies of receipts, releases, joinders and approvals of forIDal or informal accounts may be
filed with the Clerk .ofthe Orphans' Court and may be attached to this report
Dole March 29, 20.07
Sign
Capacity: DPersonal Representative g Counsel
Jean D.. Seibert, ESQuire
Name of Penon Filing this Form
109 Locust Street
Address
Harrisburg, PA 17101
717-236-9301
S;7 : 1/ I rJ
Telephone
Or ',!
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F0l711 RW-!P_ ~ev,10,1JOq
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,0 To. 0 I 0
PROPOSED DISTRIBUTION TO BE ORDERED BY
CUMBERLAND COUNTY ORPHANS' COURT
Current Value
Fiduciary
Acquisition Value
Shirley A. Knisley
$18,327.19
$18,327.19
Deborah K. Sufrin
5,236.34
23,563.53
5,23~.34
Brenda L. Kern
23,563.53
Bonita A. Johnson
3,785.84 *
3,785.84 *
Total Distribution
$50,912.90
$50,912.90
* Attempts to locate Bonita A. Johnson, including a hearing on a Petition to Establish Death
of Absentee on June 30, 2006, with prior legal advertisement of same three times, in the local
newspaper and county legal journal, have failed to locate Bonita A. Johnson. Bonita A.
Johnson's share of the residuary estate represents 100/0 of the residue, as set forth in the Last
Will and Testament of Ruth P. Helmick. The amount as set forth in the Proposed Distribution
above has subtracted from her share the additional attorney's fees and costs incurred with the
past and reserved for anticipated future attempts to locate Bonita A. Johnson, including the
hearing before Judge Todd A. Hoover, Orphans' Court, Dauphin County, on the petition to
establish the death of Bonita A. Johnson. (Dauphin County was the last county of residence
of Bonita A. Johnson.) Judge Hoover denied the Petition and advised that the distribution to
Bonita A. Johnson should be held in escrow for her, in an interest bearing account, pending
her appearance, or later date for another hearing to have her declared deceased as of the date
of death of Ruth P. Helmick.
The Executrix is respectfully proposing that all residuary bequests be paid with the exception
of the one to Bonita A. Johnson, which amount as set forth above will be placed in an
interest bearing account at a financial institution insured by the FDIC.
9
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