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Home My WebLink About07-26-07 COURT OF COMMON PLEAS OF CUMBERLA~D COUNTY, PENNSYLVANIA ORPHANS' COURT DIVISION FILE NO. 21 - 06 - 0173 AMENDED FIRST AND FINAL ACCOUNT OF Marilyn E. Kautz, Executrix of the ESTATE of HOWARD L. KAUTZ, Deceased Late of Camp Hill Borough, Cumberland County, Pennsylvania Date of Death: February 3, 2006 Date of Grant of Letters Testamentary to Marilyn E. Kautz February 24, 2006 Date of First Advertisement of Letters: Cumberland Law Journal The Sentinel March 10, 2006 March 7, 2006 Date of Accounting February 3, 2006 to July 25, 2007 PURPOSE OF ACCOUNTING: Marilyn E. Kautz, Executrix, offers this Account to acquaint interested parties with the transactions that have occurred during this administration. It is important that the Account be carefully reviewed. Requests for additional information or questions can be discussed with: Michael L. Bangs, Esquire Bangs Law Office Attorney Identification Number 41263 tiC : 429,.south 18th Street, Camp Hill, P A 17011 --. - --') l,;.r:(jr; , ,',,','iI jJ (717) 730-7310 011,..-\./ 'k-i'.~O ~.:rl \' '...t,~~j "1J--<--1 -v "..~-.l j' t; ~ : //11'1 9"'} 11"11" L (Ii"'" "i. V U .uul. ~ ~ SUMMARY OF ACCOUNT PAGE PRINCIPAL Receipts of Principal 3 $150,250.56 LESS DISBURSEMENTS Debts of Decedent 4 $1,743.18 Administrative Expenses 4 $15,282.57 Attorney's Fees 5 $16,204.50 Administrator's Fee 5 $5,000.00 Accountant Fees 5 $500.00 $38,730.25 INCOME Receipts of Income 6 $0.00 COMBINED BALANCE ON HAND $111,520.31 PROPOSED SCHEDULE OF DISTRIBUTION 7 VERIFICATION 8 Page 2 RECEIPTS OF PRINCIPAL DATE PRINCIP AL RECEIPTS 3/21/2006 Sale of freezer 3/22/2006 Sale of automobile 3/22/2006 Burial contribution from Cumberland County 4/1 0/2006 Refund of insurance premium from Highrnark 4/1 0/2006 Refund of automobile insurance premium from State Farm 5/4/2006 Refund from IRS (2005 income tax) 5/23/2006 Proceeds from sale of miscellaneous personal property at auction 6/7 /2006 Refund from P A Department of Revenue (2005 income tax) 7/5/2006 Proceeds from sale of real estate 7/14/2006 Refund from PP&L Electric 7/25/2006 Refund from PP&L Electric 8/15/2006 Refund from PA American Water Company 9/8/2006 Proceeds from sale of miscellaneous personal property at auction $25.00 $4,800.00 $100.00 $101.83 $109.86 $57.00 $143.85 $6.00 $143,343.55 $19.95 $13.00 $18.57 $1,511.95 TOTAL PRINCIPAL RECEIPTS $150,250.56 Page 3 DISBURSEMENTS OF PRINCIPAL DATE DEBTS OF DECEDENT 3/6/2006 PA American Water Company (1/13/06 to 2/9/06) 3/6/2006 Verizon 3/6/2006 Travelers Insurance (homeowners insurance) 3/21/2006 PA American Water Company (2/9/06 to 3/10/06) 3/21/2006 AT&T 3/21/2006 Montour Oil Company (budget payment per statement) 3/30/2006 Penn Waste, Inc. (April-June) 3/30/2006 PP&L (2/13/06 to 3/15/06) 4/1 0/2006 Montour Oil Company (budget payment per statement) 4/25/2006 PA American Water Company (3/10/06 to 4/12/06) 5/1/2006 Janet Miller (2006 county/township taxes) 5/1/2006 PP&L (3/15/06 to 4/13/06) 5/1 0/2006 Janet Miller (2006 personal tax bill) 5/23/2006 Travelers Insurance (homeowners insurance) 5/26/2006 PP&L (4/13/06 to 5/15/06) 5/26/2006 PA American Water Company (4/12/06 to 5/11/06) 6/8/2006 Holy Spirit Hospital 6/12/2006 Montour Oil Company (final bill) 6/30/2006 PP&L (5/15/06 to 6/14/06) 6130/2006 PA American Water Company (5/11/06 to 6/12/06) 7/5/2006 PP&L (final bill) 7/12/2006 PA American Water Company (final bill) 7/12/2006 Camp Hill Borough (sewer January-June) 9/26/2006 Central P A Radiation/Oncology 11/29/2006 Travelers Insurance (final home owners insurance due after cancelation) TOT AL DEBTS OF DECEDENT: DATE ADMINISTRATIVE EXPENSES 2/23/2006 Register of Wills (probate fees) 2/28/2006 Cumberland Law Journal (advertising fee) 3/6/2006 Myers-Harner Funeral Home, Inc. 3/6/2006 Trinity Evangelical Lutheran Church (funeral luncheon) 3/21/2006 RCS Construction (snow removal at real estate) 3/23/2006 The Sentinel (advertising fee) 3/28/2006 M&T Bank (check charge for estate checking account) 3/31/2006 Postmaster (certified mailing of income tax returns) 3/31/2006 Register of Wills (additional short certificates) 4/10/2006 Robert Losh (painting of house and removal of carpet) 5/9/2006 Free Flow (plumbing at real estate) Page 4 $16.87 $9.96 $49.33 $18.05 $4.63 $92.00 $42.61 $29.46 $66.31 $18.66 $606.69 $32.99 $5.00 $49.33 $32.97 $18.66 $31.03 $279.37 $32.95 $18.57 $13.00 $30.40 $85.00 $124.00 $35.34 $1,743.18 $314.00 $75.00 $635.00 $303.14 $25.00 $107.99 $12.50 $8.85 $20.00 $1,950.00 $135.00 DISBURSEMENTS OF PRINCIPAL 5/23/2006 Chad Gallaher (removal of trash and scrap from house) 5/23/2006 Robin Gochenauer (cleaning of residence) 5/25/2006 The Carpenter's Shop (removal of items from house for auction) 6/30/2006 Chad Gallaher (yard maintenance) 10/27/2006 Register of Wills (inheritance tax due) 10/27/2006 Register of Wills (filing fee for inheritance tax return and inventory) 10/27/2006 Postmaster (mailing of inheritance tax return and invent()ry) 1/31/2007 Register of Wills (Accounting filing fee) 3/30/2007 Postmaster 7/20/2007 Alphagraphics (copies of exhibits for hearing) TOT AL ADMINISTRATIVE EXPENSES: DATE FEES AND COMMISSIONS Michael L. Bangs, Esquire (attorney fees) (to be paid) 5/1/2006 Boyer & Ritter (accountant fee) Marilyn E. Kautz (executrix commission) (to be paid) Boyer & Ritter (accountant fee) (to be paid) TOT AL FEES: TOT AL DISBURSEMENTS OF PRINCIPAL: Page $160.00 $100.00 $750.00 $405.00 $10,060.00 $30.00 $3.03 $180.00 $6.06 $2.00 $15,282.57 $16,204.50 $250.00 $5,000.00 $250.00 $21.704.50 $38,730.25 DATE RECEIPTS OF INCOME INCOME RECEIPTS TOTAL INCOME RECEIPTS $0.00 Page 6 PROPOSED SCHEDULE OF DISTRIBUTION OF REMAINING PRINCIPAL AND INCOME NAME DISTRIBUTION Marilyn E. Kautz Sonja L. Brunner Jeffrey D. Apgar $55,760.15 $27,880.08 $27,880.08 TOT AL DISTRIBUTIONS TO BENEFICIARIES $111,520.31 Page 7 AFFIDA VIT Marilyn E. Kautz, Executrix of the Estate of Howard L. Kautz, deceased, hereby declares under oath that she has fully and faithfully discharged the duties of her 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 the best of her knowledge, there are no claims now outstanding against the estate; that all taxes presently due from the estate have been paid; and that more than four months have elapsed since the first complete advertisement of the granting of letters in this estate. This statement is made subject to penalties of 18 Pa. C.S.A. Section 4904 relating to unsworn falsification to authorities. \~ f~Kadj Marilyn E. Ka tz SUBSCRIBED AND S)VORW TO BEFO~~ T~IS ~S ~DA Y OF _ ~ ,2007. , 1 ' r- OF PENNSYLVANiA Seal Weroy K. . Notary PltlIic Lower Allen Twp.. Cunbel1and Coulty "__~_CcmmissiOl,ExplreSMay10.2011 " EQUEST FOR DISTRIBUTION .. ~ ~.. ,~. ~ :-:I~;r''''' no:: P\.nt:1ri~:s Accountant requests that distribution be determined by the Court in accordance with the Schedule of Proposed Distribution filed as part of this account. Yn~c. /{~ Marilyn E. Kautz, Executrix Page 8