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Home My WebLink About04-27-07 Pa. O.C. Rule 6.12 STATUS REPORT REGISTER OF WILLS OF Cumberland COUNTY, PENNSYLVANIA Name of Decedent: Hazel N Burkholder Date of Death: January 23, 2007 File Number: 2007-00084 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: . . . . . . . . . . . . . . . . . . .. lZlYes DNo 2. If the answer is No, state when the personal represeritative reasonably believes that the administration will be complete: 3. Ifthe answer to No.1 is YES, state the following: a. Did the personal representatiye file a fmal account with the Court'? . . . . . .. Dyes IZlNo b. The separate Orphans' Court No. (if any) for the personal representative's account is: c. Did the personal representative state an account informally to the parties in interest'? ............................... IlIYes DNo d. Copies of receipts, releases, joinders and approvals of formal or informal accounts may be tiled with the Clerk of the Orphans' Court and may be attached to this report. _ April 23,2007 ~~~..~~o \ ~ Capacity: IZIPersonal Representatiye DCOUllllel ROBERT F BURKHOLDER Name of Person Filing this Form ~v' 749 BOUNDARY BLVD Address ROTONDA WEST, FL 33947 731 394 3453 Telephone \ ._~ J ,,; \~ "'I . '-' '! L-..-. " !..' 11 ,." 1 '" ,J ~~...... Form RW-10 rltV. 10.13.06 ~ Estate of Hazel N Burkholder Final Informal Account Status 17 -Apr~7 Item Amount Estate Balance @1/23/07 $ 158,297.12 Administration ($413.38) Funeral (9,913.36) Debts (351.45) T~xable amount $ 147,618.93 Penna Inheritance Taxes - 4.5 % ($6,642.85) Tax filing fee ($15.00) Tax Discount - 5 % $ 332.14 Interest Earned after 1-23~7 $ 1,526.69 Refunds and credits $ 174.13 Total Residual Estate - net ~$ 142,994.041 One quarter share - net 1$ 35,748.51 ~ One half of one quarter - net $ 17,874.26 One third of one quarter - net $ 11,916.17 Prepared by : Robert F Burkholder . . . CD CD CD C C C - 0 0 0 0 .., .., .., o. 3! o. o. o. o. o. o. o. CD CD CD CD CD CD CD CD '0 :c -'0 '0 '0 '0 '0 '0 '0 '0 '0- '0 '0 '0 '0 CD 0 '0 '0 .c (,) ..c .c .c .c .c .c .c ~ as~ ~ ~ ~ ~ ~ ~ o. CD o. o. o. o. ~ U ~ ~ ~ ~ ~ ~ ~ m CDm m m m m m m '"i '0- "5 >- >- . . . -~ N -as <<I 0 0 '0 .0 .0 as .!!.a. a. a:: a:: ...J ...J ...J :E: .e- o. o. o. 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S U <<I C 0 W a:: :::i i= t/) t/) Co) C) ::i a:: Estate Expenses 4/17/2007 Item Date Amount Notes Postage - COD (Paul Burkholder) 25-Jan-07 $ 24.80 Administration Premier Events - catering 27 -Jan-07 $ 858.60 Funeral (Refreshments - 90 people) 27-Jan-07 $ 30.00 Funeral Register of Wills- Cumberland Co 25-Jan-07 $ 322.00 Administration Printer Paper & copies 29-Jan-07 $ 13.18 Administration Stamps 29-Jan-07 $ 7.80 Administration Reimbursement to RFB 7 -Feb-07 $ (372.98) Stamps 1o-Mar-07 $ 7.80 Administration Stamps 31-Mar-07 $ 7.80 Administration Copy Expenses 9-Apr-07 $ 8.37 Administration Printing supplies 17-Mar-07 $ 19.08 Administration Postage 9-Apr-07 $ 2.55 Administration Cemetery Grave Opening 26-Jan-07 $ 550.00 Funeral Tim Wyrick - weekend fee 26-Jan-07 $ 100.00 Funeral Funeral Home 7 -Feb-07 $ 8,374.76 Funeral PEBTF Insurance 24-Jan-07 $ 283.73 Debts Chambersburg Hospital 27-Feb-07 $ 48.72 Choice Critical Care - pharmacy 16-Mar-07 $ 19.00 Total J$ 10,678.191 Administration $ 413.38 Funeral $ 9,913.36 Debts $ 351.45 $ 10,678.19 Source Date Amount Notes M& T CD 05-Feb-07 $ 67.54 Deposit in 4270 M&T CD 08-Feb-07 $ 13.39 Deposit in 4270 Orrstown Bank CD 07-Feb-07 $ 21.45 check Orrstown Bank CD 12-Feb-07 $ 63.70 check M&T CD 23-Feb-07 $ 182.77 Deposit in 4270 M&T CD 23-Feb-07 $ 193.69 Deposit in 4270 M& T Estate Checking Interest 26-Feb-07 $ 0.94 M&T CD 02-Mar-07 $ 61.00 Deposit in 4270 M&T CD 08-Mar-07 $ 19.08 Deposit in 4270 Orrstown Bank CD 08-Mar-07 $ 19.37 check Orrstown Bank CD 12-Mar-07 $ 57.54 check M&T Checking Interest 22-Mar-07 $ 0.19 Deposit in 4270 M& T CD 23-Mar-07 $ 165.05 Deposit in 4270 M&T CD 23-Mar-07 $ 174.91 Deposit in 4270 M&T Estate Checking Interest 26-Mar-07 $ 0.23 Orrstown Bank CD - final 04-Apr-07 $ 241.11 Cashier's check to estate M& T composite interest 05-Apr-07 $ 223.58 Transfer to estate checkiing M&T misc. interest 16-Apr-07 $ 21.15 Deposit in estate checking Total $ 1,526.69 .-1-= Robert F. Burkholder --- 749 Boundary Blvd. Rotonda West, FL 33947 731 3943453 March 9, 2007 Lisa Trampler 23925 Crescent Parke Ct. Fernandina, Beach, FL 32034 Dear Lisa: . This letter is a follow-up to the notice sem you regarding Grandma's estate. The g,CCOW1ting on page two is an informal, unaudited staten-ent 0:; the status of the estate. In order to make the proposed distribu-:;JL in Lt. timely manner, I am asklng )JU hI review these documents and sign the statement below jf )")H agree to your proposed share. Please send me the original signed copy of this letter unless you have objections. Ifyol' do have any concerns, please let me know at once. ~:: ~~J L--- Beneficiary: Lisa Trampler Share: One half of One Qua..t'~r of the Residual Estate I agree to the proposed distribution of the estate of Hazel N Budmolder a~ sbown on page two in this document and following ncdpt ofthis amount will not hold the estate 01' the executor, Robert F Burkholder, liable for any f,ntber payments. A small adjustment may bt~ neceSS~l:ry depending on interest paid for ac~ounts tbrlt will be closed. ~ Jt~0/ .~---_."-- Signature !.!ll? 102-- D~!t~: Proposed Distribution of the estate of Hazel N Buridloidcl' _.._~...Lt>.. Item Estate Balance @1/23/07 Amount $ 158,297.00 ", dministration ($392.78) (9,913.36) (332.45) Funeral Debts axable amount $ 147,(;;158.41 Penna Inheritance Taxes - 4.5 % ($6,644.63) Interest Earned after 1-23"()7 $ 642.93 Refunds and credits $ 97.13 otal Residual Estate - net $ 141.~ ne quarter share - net $ 35,438.46 $ 1 i:7'i'i.23l One half of one quarter - net ~1_._~_1l'U.~~ Prepared by Robert F Burkholder, ex~cutnr tJIZ{) March 9, 2007 2 Robert F. Burkholder --- - 749 Boundary Blvd. Rotonda West, FL 33947 731 394 3453 March 9,2007 Timothy Burkholder 13904 Spring Mill Pond Circle Carmel, IN 46032 Dear Tim: This letter is a follow-up to the notice sent you regarding Grandma's estate. The accounting on page two is an informal, unaudited statement of tJ:h~ status of the estate. In order to make the proposed distriblition m a timely manner, I am asking you to review these documents and sign the statement bt~loW if you agree to your proposed share. Please send me the original signed copy of this letter unless you have objections, If you do have any concerns, please let me know at once. Thank you, ~bd ~J,ol tl.- Beneficiary: Timothy Burkholder. Share: One half of One Q\i1.,~rte[' of the Residual Estate I agree to the proposed distribu,ho'U nf the estate of Hazel N Burkholder as ~holilm on page two in this document and following ncf'ipt of this amount will not hold the estate 0.' the executor, Robert F Burkholder, liable for any further payments. A small adjustment may be necessary depending on interest paid for accouU[s that will be closed. ~~p~.. ,.. ~ t - / J' ---1 ). 1.tl!_-~t:~. . Signature. _~)'rvlo~ Dl- Uate Robert F. Burkl'l()lder ~-- .L-.""l 'R 749 Boundary Blvd. Rotonda West, FL 3.3 947 731 394 3453 March 9, 2007 Scott Burkholder 4593 North Isle Royale St Moorpark, CA 93021 Dear Scott: This letter is a follow-up to the notice sent you regarding Grandma's estate. The accounting on page two is an informal, unaudited sta1enk:nt o;'the status of the estate. In order to make the proposed distlibi..;l;.un in a timely mann..:r, I am asking YCiJ h> review these documents and sign the statement be~tow ifY'JU agree to your proposed share. Please send me the original signed copy of this letter unless you have objections, If you do have any concerns, please let me know at one.;,;,. Thank you, ~ \ _ t ~ . r I t.i~/. / t:.o "'..... r \-:>v.>ld" I" -- Beneficiary: Scott Burkholder Share: One half of 011 f (!ulu11~r i')f the Residual E.s~ate I agree to the proposed distlTib~rtwn oftbe estate ofHaze~ N Burkholder as shown on page two in this document and following n"cdpt of this amount will not hold the estate or the executor, Robert F Burkholder, liable for any fnr1her payments. A small adjustmt'J!lt nna)' be necessary depending on interest paid for a.:connts that will be closed. ~-;:/-) ," ~:.~ - ~ ---,-/ -.----- " ,../~gnature . ~):')7 Robert F. Burkh<<llder - .... 749 Boundary Blvd. Rotonda West, FL 33947 731 394.3453 March 9, 2007 Steve Burkholder 409 Westover Road Shippensburg, Pa 17257 Dear Steve: This letter is a follow-up to the notice sent you regarding Granima's estate. The accounting on page two is an informal, unaudited statement ofthe status of the estate, In order to make the proposed distr.ibution in a timely manner, I am asking you to review these documents and sign the statement (x':low if you agree to your pioposed share, Please send me the original signed copy of this letter unless YOIl have objections. If yOU do have any concerns, please let me know at once. Thank you, ~k,_AJA ~~~JL~ Beneficiary: Steve Burkholder Share: One half of O!1e Quartei' of the Residual E.\!tate I agree to the proposed distriibutj(}t::, of the estate of Hazel N Burkholder <liS shown on page two in this document and following Itecp.ipt of this amount win not hold the estafe or the executor, Robert F Burkholder, liable for any fmther payments. A small adjustment may be necessary depending on interest paid for aCl:ounts that will be closed. ~ d?' / II,,! . 4 /~~~~..;,l/~- Signature -~] Hate Robert F. Burkholder ---- J. - - 749 Boundary Blvd. Ro\~onda West, FL 33947 731 394 3453 March 9, 2007 Carole Crusey 90 White House Road Shippensburg, Pa 17257 Dear Carole: This letter is a follow-up to the nof:cc ~,f:nt you regard,ng Grandma's estate. Tr,~; acc(nmting on page two is an informal, unaudited s+'a~ en',", nt, r the status of the estate. In order to make the proposed dj,st'ibiJ1"ion in a timely IIlfu'lHCf, I am asking you to review these documents and sign the statement t)ic'lo\v if you agree to your plOposed share. Please send me the original signed copy of this letter unless you t>..ave objections If you do have any concerns, please let me know at once. Thank you, _ ~ 1,....-1 ~J.vl I I \L~-/ Beneficiary: Carole Cruse)' Share: One third of OUIf' ()rO,Rrtf.".' of the Rl~sidual ~~:state I agree to the proposed distrih;i~;lH. of tbe estate of Hazc~ N Burkholder as s:hown on page two in this document and following n~t:t'ipt of this amount wilt not hold the estate 0'" the executor, Robert F Burkholder, liable for :my (m'ther payments. j\ small adjustmr.nt m.l.f be necessary d2g on interest paid .~~;. ".:COll.ts tbat will be closed. '- .~~~~~ S. t ~ Igna ure --"- /1 /, i./ ~_./.J -67 Hate Robert F. Burl{ll()lder __:l\~N!lNI_1 ;j.- -""--'V . 749 Boundary Blvd. Rotnnda West, FL 33947 73] 394 3453 March 9, 2007 Greg Jones RR 1 Box 765 McAllisterville, P A 17049 Dear Greg: This letter is a follow-up to the notice sent you regarding Grandma's estate. The accounting on page two is an informal, unaudited statement of the status of the estate. In order to make the proposed dh:tribn\Oil in a timely manner, I am asking yOU to review these documents and sign the statement r:'t:\ov/ if you agree to your proposed share. Please send me the original signed ,~cpy oftms letter unless you .bave objections, If you do have any concerns, please let me know at (}D!:e. Thank you, ~ob,v\ ~~~, ) \;\.. Beneficiary: Greg Jones Share: One third of OCt 'Qwl/rt(~r of the Residual :Fstate I agree to the proposed distributiorn ..f tht: e,state of Hazel N Burkholder" as shown on page two in this document and following r<cn:i!}t of this amount will not hold the estate or the executor, Robert F Burkholder, liable ro.' 'm): further payments. A small adjustment may be necessnry depending on interest paid rm' ..ccoun~s that will be closed. ~e;/9~<- ~s ~n -o} Date Robert F. Burkh{}lder li1o/I&.~ .. 749 Boundary Blvd. Rotonda West, FL 33947 731 394 3453 March 9, 2007 Linda Keen 30 Clay Road Carlisle, PA 17013 Dear Linda: This letter is a follow-up to the notic;>~ sent you regarding Grandma's estate. Th..~ accounting on page two is an informal, unaudited stateme'J: ()f the status of the estate. In order to make the propo:,,~d distrb>JLOn in a timely manner, I am asking you to review these documents and sign the statement tCJJ.~\'f it: you agree to your pIoposed share 0 Please send me the original signed (iJ~IY ofthis letter unless you have objections. If you do have any concerns, please let me know at once. Thank you, \.. .~ \\ \ ' \ ~~ ~ ",' ~~,,) r_-- Beneficiary: Linda Keen Share: One third of Ont' Q;uuttr of the Residual f.8tate I agree to the proposed dist]ioib r,tif;.i'l (',f 1be estate of n~lzel N Burkholde.' as sho..;vn on page two in this document and following n'(~ejpt ()fthis amount willaot hold the estate or the executor, Robert F Burkholder, liable f(Jr;'~liY fm1ber payme.nts. A small adjustmt~nt may be necessaty depending on interest paid for ~l{f.!)uut) tbat will be closed. ~~~11 Signa ure 1,-02/-0 I Date