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Home My WebLink About05-18-07 (2) _ _-,...-____.._.__T. ___ , In the Court of Common Pleas of Cumberland County, Pennsylvania Orphans' Court Division File No. 21-06-0695 Estate of Claire C. LINDSEY, Deceased Late of South Middleton Township . First and Final Account John A. Lindsey and Carole A. Kuhn, Executors Social Security #: Tax 10 #: Date of Death: Date of Incapacity, If any: Date of Executor's Appointment: Date.of Firat Complete Advertisement: Accounting for the Period: 192-14-8849 20-7044361 07/29/2006 None 08/25/2006 07/29/2006 to 05/15/2007 Purpose of Account: John A. Lindsey and Carole A. Kuhn, Executors, offer 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 or questions or objections can be discussed with: Christopher E. Rice Martson Law OffIces 10 East High Street Carlisle, PA 17013 (") ~~:o ;' .,::D :0 I - 11 ....1 717-243-3341 Supreme Court 1.0. No. 90916 ..:'-) (-) .:-:) -Ti :::J :1j---l .j... ~,~ l,. ..;. (~ ,) -.-1 :: ~ C.) ~:-! r0 C) .4:" C1> SUMMARY OF ACCOUNT Estate of Claire C. LINDSEY, Deceased For the oerlod of Julv 29. 2006 throuah Mav 15. 2007 Fiduciary Current Acquisition Paae Value Value Proposed Distributions to Beneficiaries 15 6,939.29 6,939.29 PRINCIPAL Receipts: This Account 1-2 157,644.57 Net Gain (or Loss) on Sales 0.00 or Other Dispositions 157,644.57 Less Disbursements: Debts of Decedent 3-4 11,734.66 Funeral Expenses 4-5 9,304.91 Administration Expenses 5-7 2,964.83 Federal, State & Local Taxes 7 6,233.58 Commissions 8 3,900.00 Fees 8 6,000.00 Family exemption 0.00 40,137.98 Balance Before Distributions 117,506.59 Transfer to (from) Principal 103.42 Distributions to Beneficiaries 9 111,000.00 Principal Balance on Hand 10 6,610.01 For Information: Investments Made Changes In Holdings 11 INCOME Receipts This Account 12 -13 432.70 Net Gain (or Loss) on Sales 0.00 or Other Dispositions 432.70 Less Disbursements 0.00 Balance Before Distributions 432.70 Transfer to (from) Income -103.42 Distributions to Beneficiaries 0.00 Income Balance on Hand 14 329.28 For Information: Investments Made Changes In Holdings COMBINED BALANCE ON HAND 6,939.29 Verification 16 SCHEDULE A RECEIPTS OF PRINCIPAL Fiduciary Acquisition Value Cash 0812312006 Blue Cross. Refund of premium 680.51 1110912006 Coin Collection. William D. Horton, proceeds 400.00 from sale of coin collection 0912112006 Embarq . Refund of service 2.36 0712912006 Orrstown Bank, CD #4000005988 13.000.00 0713012006 Accrued Interest on above Item through date of 40.75 death 0712912006 Orrstown Bank, checking account #14600415 980.53 0311512006 Peerless Insurance Company, reimbursement of 83.00 homeowners premium 1013012006 Public sale. Proceeds from sale of household 1.349.25 goods 0812812006 Refund. Dauphin 011 Company, Inc., refund of 325.90 prepaid heating 011 0712912006 Sovereign Bank, CD #2895383558 15.006.45 0713012006 Accrued Interest on above Item through date of 45.75 death 0712912006 Sovereign Bank, CD #3385019579 2.728.81 0713012006 Accrued Interest on above Item through date of 11.33 death 0712912006 Sovereign Bank, checking account #2891036425 10.567.64 0713012006 Accrued Interest on above Item through date of 2.29 death 0111212007 US Treasury. Reimbursement of Social Security 710.08 which was deducted twice from Sovereign Bank accounts 0810312006 US Treasury, Social Security check deposited 710~00 813106 Total Cash 46.644.57 Real Estate 0712912006 Residence. Situate at 485 South Spring Garden 111.000.00 Street, Carlisle, PA: Actual sale value ..~, Total Real Estate 111.000.~ r 1 SCHEDULE A RECEIPTS OF PRINCIPAL Continued Total Inventory Total Receipts of Principal 2 Fiduciary Acquisition Value 157.644.57 157.644.57 SCHEDULE C DISBURSEMENTS OF PRINCIPAL Debts of Decedent CraIG Anderson. account Davable for lawn care service. 0811812006 90.00 90.00 Crala Anderson. lawn care service. 11/10/2006 60.00 60.00 Judy A. CamDbeIl. 2006 school real e.tate taxe. 08/16/2006 956.44 956.44 Kim Lindsey 08/08/2006 Account payable 1.068.00 1.068.00 McCoy Brothers. Inc. 01/0912007 Repairs 8.700.00 8.700.00 MCI 09102/2006 account payable 11.54 11.54 Patriot New.. account Dayable 08/12/2006 3.35 3.35 3 SCHEDULE C DISBURSEMENTS OF PRINCIPAL Continued PPL Electric UtIlities 09112/2006 Account payable PPL Electric Utilities. electric service oendlnG dlsDOstlon of real estate 12/0512006 SOv.....Gn Bank. checkinG account #2891036425 0712912006 us Treasurv-retum of Social SecurItY check for Julv 2006 0811412006 Total Debts of Decedent Funeral EXDenses EwinG Brothers Funeral Home. Carlisle. PA 0712912006 James GinGrich Memorials. Grave marker 0712912006 Lvdla Hazlett. funeral r8C8Dtlon 0810912006 4 76.96 20.36 38.01 710.00 8.691.75 126.00 102.00 76.96 20.36 38.01 710.00 11.734.66 8.691.75 125.00 SCHEDULE C DISBURSEMENTS OF PRINCIPAL Continued Richard A. Llndsev. travelexDenses to Dlan and attend funeral 07/2912006 United Methodist Church. donation for funeral luncheon 08109/2006 Wayne No.. Flowers. funeral flowers 07/29/2006 Total Funeral Exgense. Administration EXDenses CraiG Anderson. lawn care DendlnG dlsDO.ltlon of real e.tate 10/09/2006 Cumberland County Realster of WlUs. Drobate fee 07/29/2006 Cumberland Law Journal. advertisinG Letters Te.tamentarv 07/29/2006 5 142.00 100.00 144.16 150.00 290.00 75.00 102.00 142.00 100.00 144.16 9.304.91 150.00 290.00 75.00 SCHEDULE C . DISBURSEMENTS OF PRINCIPAL Continued John A. Llndsev 0712912006 Reimbursement of Administration expenses PostaGe. Certified mailinG. Deartment of Public Welfare 0712912006 PPL Electric Utilities. electric service DendlnG dlsDOstlon of real estate 1010712006 1110312006 Recorder of Deeds. recordinG fees 0712912006 Realster of Wills. filinG fee. Account 0511612007 Realster of Wills. filinG fee. Inheritance Tax return 0712912006 Realster of Wills. Short Certificates 0712912006 Richard Castle. trash removal Dendlna dlsDOdon of real estate 1210512006 6 300.00 4.64 20.83 22.07 82.00 180.00 15.00 12.00 450.00 300.00 4.64 42.90 82.00 180.00 15.00 12.00 SCHEDULE C . DISBURSEMENTS OF PRINCIPAL Continued S.W. Barrett Real Estate and ADDralsal Services. aDDralsal fee 10/10/2006 South Middleton TownshlD. sewerlwater "ndlnG dlsDosltlon of real estate 10/2312006 SOv....IGn Bank. ..tate checks 08/15/2006 Tax maD cODles 09/25/2006 The Sentinel. advertisinG Letters Testamentarv 07/29/2006 300.00 99.00 13.60 3.50 144.29 US Treasurv. reimbursement of AUGust Social Security benefit gld after date of death 08/31/2006 710.00 Watson Lock Service. home reDBlrs "ndlnG dlsDOsltlon of real estate 09101/2006 10/0512006 Total Miscellaneous Administrative Ex"ns.. 7 52.90 40.00 450.00 300.00 99.00 13.60 3.50 144.29 710.00 92.90 2.964.83 Realster of Wills. Aaent 1012712006 0210612007 0511612007 Carole A Kuhn 07/29/2006 Martson Law OffIce. 03/0612007 SCHEDULE C DISBURSEMENTS OF PRINCIPAL Continued Federal. State & Local Taxes Partial Inheritance Tax payment Balance of Inheritance Tax due Additional Inheritance Tax due Total Taxes Commissions executrix Commission Total Commissions Fees Attorneys' fees Total Fees TOTAL DISBURSEMENTS OF PRINCIPAL 8 4.000.00 1.827.41 406.17 3.900.00 6.000.00 6.233.58 6.233.58 3.900.00 3.900.00 6.000.00 6.000.00 40.137.98 SCHEDULE D DISTRIBUTIONS OF PRINCIPAL Carole A. Kuhn 12/0512006 Residence -113 Interest In residence located at 485 SOl:lth Spring Garden Street, Carlisle, PA John A. Llndsev 12/0512006 Residence -113 Interest In residence located at 485 South Spring Garden Street, Carlisle, PA Richard A. Llndsev 1210512006 Residence -113Intei"est In residence located at 485 South Spring Garden Street, Carlisle, PA 37,000.00 37,000.00 37,000.00 TOTAL DISTRIBUTIONS TO BENEFICIARIES 9 37,000.00 37,000.00 37,000.00 , 111,000.00 # Units PRINCIPAL BALANCE ON HAND Description Cash Manson Law OffIces Sovereign Estate checking 2891 #293 10 Total Cash Current Value 05/15/2007 or as Noted -6.516.43~ 13.126.44 6.610.01 6.610.01 Fiduciary Acquisition Value -6.516.43 13.126.44 6.610.01 6.610.01 SCHEDULE F CHANGES IN PRINCIPAL HOLDINGS # Units 1/31nt8l"eSt In residence at 485 South SDrlna Garden Street. Carns". PA 12/0512006 distributed 12/0512006 distributed 12/0512006 distributed Residence 0712912006 Inventoried 11 Total ~ -37.000.00 -37.000.00 -37.000.00 -111.000.00 111.000.00 111.000.00 0.00 SCHEDULE G RECEIPTS OF INCOME InterestIBank Orratown Bank. CD l400O0O5988 0810412006 Interest 0910412006 Interest 1010412006 Interest 11/0412006 Interest 12/02/2006 01/02/2007 Interest ' Interest Orratown Bank. checkinG account #14600415 08125/2007 Inte....t through closing 09/25/2007 Interest 10/25/2007 Interest 11/25/2007 Interest SovereIGn Bank. CD 12895383558 07/31/2006 Interest 01/0312007 Interest through closing SovereiGn Bank. CD #3385019579 01/03/2007 Interest through closing SovereiGn Bank. checkinG account 12891036425 08125/2006 Interest through closing 12 7.83 48.58 47.01 48.58 47,;02 45.44 0.04 0.05 0.04 0.02 0.01 121.50 57.39 9.19 244.46 0.15 121."1 57.39 9.19 SCHEDULE G RECEIPTS OF INCOME Continued TOTAL BANK INTEREST 432.70 TOTAL RECEIPTS OF INCOME 432.70 13 # Units Description INCOME BALANCE ON HAND ~ Sovereign Estate checking 2891 #293 14 Total Cash Current Value 0511512007 or as Noted 329.28 329.28 Fiduciary Acquisition Value 329.28 329.28 329.28 329.28 , Units COMBINED BALANCE ON HAND Description &un Martson Law OffIces Sovereign Estate checking 2881 #283 Total Cash Current Value 05/15/2007 or as Noted -6.516.43 13.455.72 6.838.28 6.838.28 Fiduciary Acquisition Value -6.516.43 13.455.72 6.838.29 6.939.29 PROPOSED DISTRIBUTIONS TO BENEFICIARIES Current Value Fiduciary 05/1512007 Acquisition or as noted Value TO: Carole A. Kuhn Proposed distribution 2.313.10 2.313.10 2.313.10 2.313.10 TO: John A. UndHv Proposed distribution 2.313.09 2.313.09 2.313.09 2.313.09 TO: Richard A. Undsev Proposed distribution 2.313.10 2.313.10 2.313.10 2.313.10 Total 8.939.29 6.939.29 15 ,..,'-~': -l-T~-~-----r-""'---'--' In the Court of Common Pleas of Cumberland County, Pennsylvania Orphan~' Court Division File No. 21-08-0895 Estate of Claire C. LINDSEY, Deceased Verification John A. Lindsey and Carole A. Kuhn, Executors under the Last Will and Testament of Claire C. LINDSEY, Deceased, hereby declare under oath that they have fully and faithfully discharged the duties of their 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 hlslher knowledge, there are no claims now 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 foregoing Account. This statement Is made subject to penalties of 18 Pa. C.S.A. Section 4904 relating to unsworn falsification to authorities. . ~~1;;~ Carole A. Kuhn ~: 71/..1 /7..,,2a() 7 16 ~ r \FILES\OA TAFfLE\WILLS\J470. WIL I, CLAIRE C. LINDSEY, of South Middleton Township, Cumberland County, Pennsylvania, being of SOund and disposing mind and memory, do hereby make, publish and declare this to be my Last WiU and T estamen!, hereby revoking any and all former WiUs or Cndicils by me made. 1. LAST WIT.L AND TEST AMENI ORIGINAl IlET"'/IIID IY: LA.. 0f'FJns c::41au.on. !bu....,//. 'lMLZ',.., 6 two A "~AI. ca.1Oh.... TIN IAn' --11'IIIr '*......PAIlIU ".,. ..... l ()) lfJ '\:? I direct that all my just debts, funeral expenses, testamentary expenses and all inheritance taxes (whether such taxes may be payable by my eSlate or by any recipient of any property) shall be paid from my residlJaIy estate as SOon as practjcable after my decease and as part of the administnttion of my estate. My Executors shan have no duty or obligation to oblain reimbllISement for any such tax SO paid, eVen though on proceeds of insurance or other property not passing under this Will. 2. I give, devise and bequeath all of my estate, both real and JlClsonaj property, in equal shares, unto my children, JOHN A. LINDSEY, RICHARD A. LINDSEY and CAROLE A. KUHN, absolutely. 3. I nominate, constitute and appoint JOHN A. LINDSEY and CAROLE A. KUHN as Executors of my estate. I direct that my Executors shaJJ not be required to file a bond to secure the faithful perfonnance of their duties in any juriSdiction. 4. I authorize and empower my personal representatives, in their sole and absolute discretion, to purchase or otherwise acquire and retain any inve_ents of which I die seiud or any real or personal property of any nature; to seJJ, lease, pledge, mortgage, transfer, exchange, dispose of or grant options in regard to any or all property of any kind furming a part of my estate for such terms and such prices as they may deem advisable; to borrow money for any purposes connected with the 5. Page 1 of 3 Pages ~.~.t/. C.C.L. . .,-: protection and preservation of my estate; to mortgage or pledge any real or personal property forming a part of my estate or to join in or secure the partition of same; to compromise any claims or demands of my estate against others or of others against my estate; to make distribution in kind and to cause any share to be composed of cash, property or undivided fractional shares in property different in kind from any other share; to employ agents, attorneys and proxies and to delegate to them such power as my personal representative considers desirable and to pay reasonable compensation for such services as may be rendered by such agents, attorneys and proxies; and to execute and deliver such instruments as may be necessary to carry out any of these powers. IN WITNESS WHEREOF I have hereunto set my hand and seal this I ~ day of ~ ,1996. ~ ~~..... (l. \ . " ' . . AL) ~llIre C. Lindsey SIGNED, SEALED, PUBLISHED AND DECLARED by the above-named Testatrix, as and for her Last Will and Testament, in the presence of us, who at her request, have hereunto subscribed our names as witnesses thereto, in the presence of the said Testatrix and of each other. lj)L 10Id~ r/~i~ l OJ ~VV' Page 2 of 3 Pages ....,. ... . . . COMMONWEAL TH OF PENNSYLVANIA ) : SS. COUNTY OF CUMBERLAND ) I, Claire C. Lindsey, Testatrix, whose name is signed to the attached or foregoing instrument, having been duly qualified according to law, do hereby acknowledge that I signed and executed the instrument as my Last Will; that I signed it willingly; and that I signed it as my free and voluntary act for the purposes therein expressed. \~~J" (7 ~ ..)~,,~ Claire . Lindsey ~ Sworn or affirmed to and acknowledged before me by Claire C. Lindsey, the Testatrix, this I day of ~ ,1996. . -"",.... ~-.....c-)f? ~(".J Corrine L. Myers, Notary Public . Carlisle Boro, Cumberland County Notary PublIc My Commission Expires May 27, 1999 COMMONWEAL TH OF PENNSYL VANIA ) : SS. COUNTY OF CUMBERLAND ) We, the witnesses whose names are signed to the attached or foregoing instrument, being duly qualified according to law, do depose and say that we were present and saw Claire C. Lindsey, the Testatrix, sign and execute the instrument as her Last Will; that the Testatrix signed willingly and that the Testatrix executed it as her free and voluntary act for the purposes therein expressed; that each of us, in the hearing and sight of the Testatrix, signed the Will as witnesses; and that to the best of our knowledge the Testatrix was at that time 18 or more years of age, of sound mind d under no constraint or undue influence. /. \~<-'f:. .~__L Address / .' ~ \. ~/..-; .' ./77. .><.-?t....,.--:l.. -- J / ~' -, -"'" ;""." - ,~,1 ,. .- /' ~. J _ L.. -~ /"'/' / (,.... ;'>.7 .~ ILG..~" -.0(.",' (.. ~..<-1' ..x..?-/: (.....'-? t. '-''- "" ..L.:-- . ..J'-;? ./ ? C-' ~ .3 Sworn or affinned to and subscribed before me this I <f~y of ~ ' 1996. """""', Se~ ~ ~ "A _ Corrine L. Myers, Notary Public Notary Public Carlisle Boro. Cumberland County My Commission Expires May 27, 1999 Page 3 of 3 Pages