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Home My WebLink About05-16-07 IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PA ORPHANS' COURT DIVISION FILE NO. 21-06-437 FIRST AND FINAL ACCOUNT OF LORRAINE A. LOMMAN, EXECUTRIX For ESTATE OF PAUL YN E. LOMMAN, DECEASED Social Security #: Tax ID #: Date of Death: Date of Incapacity, if any: Date of Appointment: Date of First Complete Advertisement: Accounting for the period: 207-07-8135 20-6953974 May 9, 2006 None May 23,2006 June 2, 2006 May 23,2006 to April 30, 2007 Purpose of Account: The Executrix offers this Account to acquaint interested parties with the transactions that have occurred during the Administration. It is important that the Account be carefully examined. Requests for additional information, questions or objections can be discussed with: W ayne ~. Shade, Esquire 53 West Pomfret Street Carlisle, Pennsylvania 17013 717-243-0220 Supreme Court J.D. No. 15712 \r o ;=0 -'-:0 ;-:l~, ~IIO __i,).-_-_..~ -- ~> r-'l t..""_......,......, :" '~ G''3 5~ .12:.;~~ 55 :::;rJ --i ........ 1"---' c:- ~-';.',j -> -, en, r~j' .r;:- SUMMARY OF ACCOUNT PRINCIPAL PAGES Receipts 3-4 $550,419.53 Net Gain or Loss on Sales or Disposition 4 (5,206.57) Less Disbursements: Debts of Decedent 5 (2,154.27) Funeral Expenses 5 (10,572.95) Administration Expenses 5-7 (6,219.32) Family Exemption 7 (3,500.00) Federal, State & Local Taxes 7 (21,430.77) Fees and Commissions 7 (30,000.00) Balance before Distributions 8 471,335.65 Distributions to Beneficiaries 8 (911.00) Principal Balance Remaining 470,424.65 For Information: Investments Made Changes in Holdings INCOME Receipts 8-9 $19,761.03 Less Disbursements Balance before Distribution 9 19,761.03 Distributions to Beneficiaries Income Balance Remaining 9 19,761.03 COMBINED BALANCE REMAINING $490.185.68 Verification 10 -2- PRINCIPAL RECEIPTS 5/23/06 American Funds, Account No. 7479064311 $72,148.80 5/23/06 American Funds, Account No. 93467815104 8,980.97 5/23/06 American Funds, Account No. 94192811607 32,017.70 5/23/06 American Funds, Account No. 94408376133 9,238.56 5/23/06 Capital One, Certificate of Deposit No. 1099399284 86,589.05 5/23/06 Commerce Bank, Certificate of Deposit No. 0800749 20,002.41 5/23/06 Fulton Bank, Certificate of Deposit No. 022-0164877 10,030.00 5/23/06 Members 1st Federal Credit Union, Account No. 249694-00 25.00 5/23/06 Members 1st Federal Credit Union, Certificate of Deposit No. 249694-40 27,056.82 5/23/06 Members 1st Federal Credit Union, Certificate of Deposit No. 249694-41 16,234.09 5/23/06 Members 1st Federal Credit Union, Certificate of Deposit No. 249694-43 15,845.52 5/23/06 Sovereign Bank, Checking Account No. 1681728958 59,084.84 5/23/06 Sovereign Bank, Certificate of Deposit No. 1685300061 1.90 5/23/06 Sovereign Bank, Certificate of Deposit No. 1685313148 20,013.80 5/23/06 Sovereign Bank, Certificate of Deposit No. 1685322727 30,042.16 5/23/06 J.C. Higgins 12 gauge shotgun 61.00 5/23/06 Marlin Model 336 30/30 rifle 150.00 5/23/06 Household contents 2,390.00 7/ 5/06 Highmark Blue Shield, refund of unused premium 302.58 -3- 11/28/06 Net proceeds of sale of house and lot of ground known and numbered as 4008 Gettysburg Road, Camp Hill, Pennsylvania 139,669.38 1/ 3/07 Pennsylvania American Water, credit on water service 4.95 4/30/07 U.S. Treasury, income tax refund 530.00 TOTAL PRINCIPAL RECEIPTS $550,419.53 GAINS AND LOSSES ON SALES 7/ 6/06 American Funds, Account No. 7479064311 Net proceeds 70,630.99 Acquisition value 72,148.80 $(1,517.81) 7/ 6/06 American Funds, Account No. 93467815104 Net proceeds 8,811.15 Acquisition value 8,980.97 (169.82) 7/ 6/06 American Funds, Account No. 94192811607 Net proceeds 29,951.41 Acquisition value 32,017.70 (2,066.29) 7/ 6/06 American Funds, Account No. 94408376133 Net proceeds 8,175.41 Acquisition value 9,238.56 (1,063.15) 11/17/06 Household contents (389.50) NET TRANSFERRED TO SUMMARY ($5,206.57) -4- PRINCIPAL DISBURSEMENTS DEBTS OF DECEDENT 6/ 2/06 Checks cleared after date of death 576 Marcus Brochman, gift 582 Rae Ann Stake, nursing 585 Helping Hands, nursing 587 Carson Elhajj, gift 593 PPL, electric service 594 UGI, gas service 591 Helping Hands, nursing $ 25.00 176.00 120.00 25.00 20.85 13 .48 72.00 U. S. Treasury, reclamation from Sovereign Bank, Certificate of Deposit No. 1685313148 George W. Baker, M.D., 2006 Medicare deductible TOTAL DEBTS OF DECEDENT 7/19/06 9/25/06 FUNERAL EXPENSES 6/23/06 Lorraine A. Lomman, reimbursement for funeral flowers 6/28/06 Neill Funeral Home, Inc., funeral services TOTAL FUNERAL EXPENSES ADMINISTRATION EXPENSES 6/22/06 Bernard A. Lomman, reimbursement for firearms appraisal 6/23/06 Wayne F. Shade, Esquire, reimbursement for Probate Cumberland Law Journal, advertise Letters Testamentary Postmaster, registered mail to CapitalOne 6/23/06 Lorraine A. Lomman, reimbursement for movmg expense Pennsylvania American Water, water service 6/28/06 -5- $522.00 75.00 10.38 $452.33 1,577.94 124.00 $2,154.27 $227.90 10.345.05 $10,572.95 $20.00 607.38 60.00 26.14 6/28/06 Verizon, telephone service 15.62 6/28/06 Costea's Auction Service, personal property appraisal 250.00 6/28/06 UGI Utilities, Inc., gas service 36.71 6/28/06 PPL Electric Utilities Corp., electric service 28.34 6/28/06 The Sentinel, advertising issuance of Letters Testamentary 144.29 7/10/06 Lower Allen Township, sewer 85.50 7/10/06 UGI, gas service 61.33 7/10/06 PPL, electric service 83.86 7/11/06 Lorraine A. Lomman, reimbursement for deposit on painting contract 318.50 7/13/06 Patriot Federal Credit Union, open share account 5.00 7/25/06 Tom McGlynn, painting 1,005.50 8/ 7/06 Lorraine A. Lomman, reimbursement for repairs to dishwasher 59.00 8/ 7/06 PPL, electric service 42.17 8/ 9/06 Pennsylvania American Water, water service 16.22 8/31/06 PPL, electric service 74.51 9/18/06 Pennsylvania American Water, water service 30.13 10/ 3/06 PPL, electric service 51.99 10/ 3/06 Pennsylvania American Water, water service 26.60 10/18/06 Register of Wills, Short Certificate 4.00 10/20/06 Lower Allen Township, sewer and refuse 85.50 11/ 6/06 Pennsylvania American Water, water service 9.09 11/ 6/06 UGI, gas service 10.29 11/ 6/06 PPL, electric service 48.31 -6- 11/17/06 11/22/06 11/22/06 11/22/06 1/22/07 4/30/07 4/30/07 Chuck Bricker Auction Services Inc., commission on sale of household items PPL, electric service UGI, gas service Register of Wills, filing inheritance tax return Register of Wills, Short Certificate Smith Elliott Kearns & Company, LLC, reserve for accounting services Register of Wills, reserve for filing Account, etc. TOTAL ADMINISTRATION EXPENSES FAMILY EXEMPTION 6/23/06 Lorraine A. Lomman, family exemption FEDERAL, STATE AND LOCAL TAXES 6/28/06 Pennsylvania Department of Revenue, 2005 income tax 6/30/06 8/ 9/06 11/22/06 Register of Wills, estimated inheritance tax Bonnie K. Miller, school real estate taxes Register of Wills, Agent, inheritance tax TOTAL FEDERAL, STATE AND LOCAL TAXES FEES AND COMMISSIONS 4/30/07 Lorraine A. Lomman, personal representative fee 4/30/07 4/30/07 Lorraine A. Lomman, personal representative fee to be paid at final distribution Wayne F. Shade, Esquire, attorney fees to be paid at final distribution TOTAL FEES AND COMMISSIONS TOTAL PRINCIPAL DISBURSEMENTS -7- 430.50 42.50 21.34 15.00 4.00 2,000.00 500.00 $6,219.32 $3,500.00 $16.42 20,000.00 1,017.16 397.19 $21,430.77 $12,000.00 3,000.00 15.000.00 $30,000.00 $71,877.31 DISTRIBUTIONS OF PRINCIPAL TO BENEFICIARIES 5/23/06 Bernard A. Lomman, J.C. Higgins 12 gauge shotgun $61.00 5/23/06 Bernard A. Lomman, Marlin Model 336 30/30 rifle 150.00 8/15/06 Lorraine A. Lomman, hanging mirror 25.00 8/15/06 Lorraine A. Lomman, desk and chair 35.00 8/15/06 Lorraine A. Lomman, three piece waterfall bedroom suite 250.00 8/15/06 Lorraine A. Lomman, 20 gauge Mossberg shotgun 125.00 8/15/06 Lorraine A. Lomman, .22 caliber rifle 25.00 8/15/06 Diane S. Dorsheimer, lamp 5.00 8/15/06 Diane S. Dorsheimer, .22 caliber Marlin model 781 rifle 85.00 8/15/06 Diane S. Dorsheimer, miscellaneous tools 75.00 8/15/06 Diane S. Dorsheimer, Honda snowblower 75.00 TOTAL PRINCIPAL DISTRIBUTIONS $911.00 INCOME RECEIPTS 5/26/06 Members 1st Federal Credit Union 107.84 6/14/06 Capital One $379.09 10/23/06 Commerce Bank 392.30 4/20/07 Graystone Bank 1,034.26 4/22/07 Orrstown Bank 3,628.00 4/25/07 Patriot Federal Credit Union 3,304.48 4/30/07 Fulton Bank 3,394.99 4/30/07 Sovereign Bank 6,034.17 -8- 4/30/07 4/30/07 F & M Trust Company Mid Penn Bank TOTAL INCOME RECEIPTS 730.96 754.94 $19,761.03 INCOME DISBURSEMENTS TOTAL INCOME DISBURSEMENTS None DISTRIBUTIONS OF INCOME TO BENEFICIARIES TOTAL DISTRIBUTIONS OF PRINCIPAL None -9- VERIFICATION LORRAINE A. LOMMAN, Executrix of the Will ofPaulyn E. Lomman, Deceased, hereby declares under oath that she has fully and faithfully discharged the duties of her office; that the foregoing First 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 outstanding against the Estate; that all taxes presently due from the Estate have been paid; and that the grant of Letters Testamentary and the first complete advertisement thereof occurred more than four months before the filing of the foregoing First and Final Account. This statement is made subject to penalties of 18 Pa. C.S.A. ~4904 relating to unsworn falsification to authorities. Date: May 14, 2007 cR~ (l,~~ Lorraine A. Lomman -10-