HomeMy WebLinkAbout05-18-07
-$ 52.8J 2.So .5.5
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IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY,
PENNSYLVANIA ORPHANS' COURT DIVISION
FIRST AND FINAL ACCOUNT OF MURREL R. WALTERS III, ESQUIRE AND
ROBERT BENKOVIC, CO-EXECUTORS OF THE ESTATE OF RUTH A. ANOKA,
LATE OF SHIREMANSTOWN, CUMBERLAND COUNTY, PENNSYLVANIA,
DECEASED
ESTATE NO. 21-05-0722
DATE OF DEATH: July 18, 2005
DATE OF ISSUANCE OF LETTERS TESTAMENTARY: August 12, 2005
DATE OF ADVERTISEMENT OF LETTERS TESTAMENTARY:
The Patriot-News: October 4,11 and 18,2006
Cumberland Law Journal: October 6, 13 and 20, 2006
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PRINCIPAL ACCOUNT
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RECEIPTS
Accountants charge themselves with the following items which compnse the
decedent's total estate, to wit:
Real Estate (County Assessed Value) _
17 Courtland Road, Camp Hill, P A 17011
$ 114,550.00
Stocks and Bonds
Denise Anoka
Carl T. Anoka, Jr.
29,505.81
24,569.46
Members 1 at FCU - Certificate of Deposit
1,927.48
1,927.48
1,122.43
1,122.43
Members 1 at FCU - Certificate of Deposit
Members 1 at FCU - Certificate of Deposit
Members 1 at FCU - Certificate of Deposit
Members 1 at FCU - Certificate of Deposit
Members 1 at FCU - Certificate of Deposit
Members 1 at FCU - Certificate of Deposit
Members 1 at FCU - Certificate of Deposit
PNC Investments - Various Investments
GMAC - Pension Investment
Merrill Lynch - Various Investments
John Hancock
Legg Mason
Raytheon
GE Stock
1,130.25
1,130.25
1,130.25
1,130.96
307,484.55
5,816.69
26,351.22
1,555.52
2,210.31
5,453.28
132.18
GROSS ESTATE ASSETS
$528,250.55
DISBURSEMENTS
Accountant asks credit for the following monies paid out:
Wiedeman Funeral Home
Gingrich Memorials
Funeral Luncheon
Robert Benkovic - Co-Executor (Commission Renounced)
Murrel R. Walters, III, Esq. - Attorney Fees
Probate Fees
Patriot-News - estate notice publication
Cumberland Law Journal- estate notice publication
Milton S. Hershey Medical Center - medical care
Omnium Worldwide, Inc.
Merrill Lynch Credit Card Services
WSO Imaging Center, L.P. medical
Loretta A. Bensic - personal care
Members 1st FCU - Home Equity Loan
MBNA - credit card
Cumberland County Office of Aging - cleaning assistance
Balogh Becker Ltd. - HSBC Bank credit card
Floyd Fahnestock - income tax preparation
P A Department of Revenue - inheritance tax paid
TOTAL DISBURSEMENTS
$ 5,383.45
3,075.00
1,170.75
7,500.00
1,017.00
156.72
75.00
35.89
3,486.22
939.19
30.17
250.00
24,746.60
872.04
111.00
8,286.65
1,000.00
31.249.87
$ 89.385.55
DISTRIBUTION:
Real Estate (County Assessed Value)
17 Courtland Road, Camp Hill, PA 17011
$ 114,550.00
Stocks and Bonds
Denise Anoka
Carl T. Anoka, Jr.
GE Stock
29,505.81
24,569.46
307,484.55
5,816.69
26,351.22
1,555.52
2,210.31
5,453.28
132.18
PNC Investments - Various Investments
GMAC - Pension Investment
Merrill Lynch - Various Investments
John Hancock
Legg Mason
Raytheon
.
$517,629.02
RECAPITULATION
CONTRIBUTIONS BY DENISE AND C.T. ANOKA, JR.
LESS: DISBURSEMENTS
$ 528,250.55
94,835.15
GROSS ESTATE ASSETS
LESS: DISTRIBUTION
89,385.55
517,629.02
BALANCE IN HANDS OF ACCOUNTANT
FOR FINAL DISTRIBUTION
$16,071.13
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MURREL R. WALTERS III
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o ERT ENKO C
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IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY,
PENNSYLVANIA ORPHANS' COURT DMSION
FIRST AND FINAL ACCOUNT OF MURREL R. WALTERS III, ESQUIRE AND
ROBERT BENKOVIC, CO-EXECUTORS OF THE ESTATE OF RUTH A. ANOKA,
LATE OF SHIREMANSTOWN, CUMBERLAND COUNTY, PENNSYLVANIA,
DECEASED
SCHEDULE OF DISTRIBUTION
FINAL DISTRIBUTION
DENISE ANOKA
CARL T. ANOKA, JR.
$ 8,035.57
8.035.56
TOTAL FOR FINAL DISTRIBUTION
$ 16.071.13
MURREL R. WALTERS III
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COMMONWEALTH OF PENNSYLVANIA
COUNTY OF CUMBERLAND
ss.
Personally appeared before me, this 16th day of May, 2007, the undersigned
officer, a Notary Public in and for said Commonwealth and County, Murrel R.
Walters III and Robert Benkovic, Co-Executors of the ESTATE OF RUTH A.
ANOKA, late of Shiremanstown, Cumberland County, Pennsylvania, deceased, who
being duly sworn according to law, depose and say that the foregoing Schedule of
Proposed Distribution is a true and correct distribution of the net assets of the
ESTATE OF RUTH A. ANOKA, deceased, and is made with the provisions and laws
of the Commonwealth of Pennsylvania applicable thereto.
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Notary Public
elf en sin'
NOTARIAL SEAL
DEBORAH L. RYAN, Notary Public
Mechanicsburg Bora., County crl Cumberland
My Commission Expires June 11,2010