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Home My WebLink About10-18-07 (3) LAW OFFICES SNELBAKER & BRENNEMAN, P.C. ESTATE NO. 21-06-0077 FIRST AND FINAL ACCOUNT AND STATEMENT OF PROPOSED DISTRIBUTION OF AND BY DAVID W. MICKEY, EXECUTOR OF THE ESTATE AND UNDER THE LAST WILL AND TESTAMENT OF RUTH E. MICKEY, DECEASED, LATE OF LOWER ALLEN TOWNSHIP, CUMBERLAND COUNTY, PENNSYLVANIA avid W. Mickey, Executor as aforesaid and Accountant herein, avers as follows: DATE OF DECEDENT'S DEATH: DATE LETTERS TESTAMENTARY ISSUED: January 13, 2006 January 25, 2006 DATES EXECUTOR NOTICE ADVERTISED: Cumberland Law Journal Patriot-News February 3,10,17,2006 February 7, 14, 21, 2006 FIRST AND FINAL ACCOUNT PERSONALTY - PRINCIPAL ACCOUNT DEBITS he Accountant charges himself with the receipt of the following items of Decedent's Personalty valued as of the date of Decedent's death: 1. Capital Blue Cross, refund unused premium 2. Citizens Bank, checking account, #6100675300 3. Commonwealth of Pennsylvania, property tax rebate due the Decedent 4. Haband, refund due the decedent for overpayment of merchandise purchased via mail 5. Hartford Life Insurance, death benefit from pension plan 6. Household goods, retained by family, appraised value 7. Moffit Heart & Vascular Group, refund due decedent for medical expenses 8. West Shore Pathology, refund due decedent for medical expenses 9. Gain on sale of household goods sold by Zeigler Auction House TOTAL, PERSONALTY, PRINCIPAL ACCOUNT, DEBITS: PERSONALTY - PRINCIPAL ACCOUNT CREDITS he Accountant claims credit for the payment of the following items from Decedent's Personalty Account: 1. Myers Funeral Home, Inc., funeral expenses 2. AT&T, phone service 3. Bricker's Auction, appraisal fee household goods 4. Jones Accounting, accountant fees 5. Register of Wills, Agent, estimated tax payment 6. Personal taxes for 2006 (county/township) 7. Register of Wills, Agent, Inheritance tax 8. Register of Wills, filing fee for Inheritance tax return 9. Register of Wills, additional probate fee Page 1 :, ) ...-:':., -,,__.-1 C) ,. ,.' '___I; -...J $ 487.43 23,678.89 96.96 6.53 2,000.00 1,300.00 1,080.00 217.86 61.27 $ 28,928.94 $ 276.00 45.47 75.00 35.00 12,000.00 9.80 5,077.70 15.00 50.00 LAW OFFICES SNELBAKER & BRENNEMAN, P.C. 10. David W. Mickey, reimbursement for following expenses: a. Funeral luncheon b. Postage and certified mail c. photocopies of documents 11. Snelbaker & Brenneman, P.C., attorney services 12. Snelbaker & Brenneman, P.C. costs advanced: a. Cumberland Law Journal, advertising Executor notice b. Patriot-News, advertising Executor notice c. Register of Wills, probate fees d. Register of Wills, short certificates 13. Reserve for filing fees, accounting fees and other costs associated with the administration of Decedent's Estate TOTAL, PERSONALTY, PRINCIPAL ACCOUNT, CREDITS: PERSONALTY - INCOME ACCOUNT DEBITS he Accountant charges herself with the receipt of the following income from the investment of Personalty Principal: 1. Commerce Bank, estate checking account, interest TOTAL, PERSONALTY, INCOME ACCOUNT, DEBITS: PERSONALTY - INCOME ACCOUNT CREDITS he Accountant claims credit for the payment of the following items from the Personalty Principal Account: TOTAL, PERSONALTY, INCOME ACCOUNT, CREDITS: REAL ESTATE - PRINCIPAL ACCOUNT DEBITS he Accountant charges herself with the receipt of Decedent's Real Estate as follows: 1. Property known and numbered as 214 Cumberland Drive, Lower Allen Township, Cumberland County, Camp Hill, PA, appraised value 2. Gain on the sale of property on Cumberland Drive 3. Adjustment at settlement on sale of property: a. County taxes b. School Taxes c. Sewer/Trash TOTAL, REAL ESTATE, PRINCIPAL ACCOUNT, DEBITS: Page 2 140.04 115.00 23.39 1.65 2,000.00 460.69 75.00 129.69 252.00 4.00 1,000.00 $ 21,184.70 163.38 735.52 69.04 $ $ 19.27 19.27 $ NONE $ NONE $ 114,000.00 11,900.00 967.94 $ 126,867.94 LAW OFFICES SNELBAKER & BRENNEMAN, P.C. REAL ESTATE - PRINCIPAL ACCOUNT CREDITS he Accountant claims credit for the payment of the following items from Real Estate Principal Account: 1. Adjustment at settlement on sale of property: a. Cost paid by seller b. ERA-NRT, Inc., commission c. ERA-NRT, Inc., broker fee d. Notary fees e. Realty Transfer tax f. County and school taxes g. Tax certification h. Sewer/Trash 2. Pennsylvania American Water, water service 3. PPL Electric, electric service 4. UGI Utilities, gas service 5. RSR Appraisers and Analysts, appraisal fee TOTAL, REAL ESTATE, PRINCIPAL ACCOUNT, CREDITS: $ 9,939.46 1,000.00 6,245.00 165.00 15.00 1,259.00 1,157.96 10.00 87.50 46.80 50.14 79.00 300.00 $ 10,415.40 REAL ESTATE -INCOME ACCOUNT DEBITS he Accountant charges herself with the receipt of the income from the investment of Real Estate Principal Account: TOTAL, REAL ESTATE, INCOME ACCOUNT, DEBITS: $ NONE $ NONE REAL ESTATE -INCOME ACCOUNT CREDITS he Accountant claims credit for the payment of the following items from the Real Estate Income Account: TOTAL, REAL ESTATE, INCOME ACCOUNT, CREDITS: $ NONE $ NONE Page 3 ERSONAl TY: PRINCIPAL ACCOUNT: Debits Credits Balance INCOME ACCOUNT: Debits Credits Balance TOTAL PERSONALTY EAl ESTATE: PRINCIPAL ACCOUNT: Debits Credits Balance INCOME ACCOUNT: Debits Credits Balance TOTAL REAL ESTATE: OTAl FOR DISTRIBUTION: LAW OFFICES SNELBAKER & BRENNEMAN, P.C. RECAPITULATION Page 4 $ 28,928.94 $ 21,184.70 $ 7,744.24 $ 19.27 $ NONE $ 19.27 $ 7,763.51 $ 126,867.94 $ 10,415.40 $ NONE $ NONE $ 116,452.54 $ NONE 116,452.54 $ 124,216.05 LAW OFFICES SNELBAKER & BRENNEMAN. P.C. STATEMENT OF PROPOSED DISTRIBUTION David W. Mickey. Executor and Accountant herein, proposes to istribute the balance of the Estate of Ruth E. Mickey, Deceased, to wit: 124,216.05 in accordance with the last Will and Testament of said Decedent s follows: David W. Mickey 100% of residue as per Item Third of Will OTAl FOR DISTRIBUTION: Page 5 $ 124,216.05 $ 124,216.05 LAW OFFICES SNELBAKER & BRENNEMAN, P.C. COMMONWEALTH OF PENNSYLVANIA SS: COUNTY OF CUMBERLAND David W. Mickey, being duly sworn according to law deposes and says: that he is the Executor of the Estate and under the Last Will and Testament of Ruth E. Mickey, Deceased, and the Accountant herein; that there are no unpaid creditors or claimants of said Estate; that there are no persons interested in the distribution of said Estate other than as stated in the foregoing Statement of Proposed Distribution; and that the facts set forth in the foreqoing First and Final Account and Statement of Proposed Distribution are true and correct to the best of his knowledge, information and belief. Sworn to and subscribed before me this 15th day of Oc.fobel-- 2007 gChcliQK~~ Notary Public COMMONWEALTH OF PENNSYLVANIA Nolarial Seal Sandra K Showers. Notary Public Mechanicsburg Bore, Cumberland County My Commission Expires Nov. 22. 2JXJ7 Member, Pennsylvania Association Of Noter1es Page 6