HomeMy WebLinkAbout11-06-07
Pa. D.C. Rule 6.12 STATUS REPORT
REGISTER OF WILLS OF c..,..."-J.4,,lot-v>. J.
COUNTY, PENNSr'L v ANIA
Name of Decedent: K diw J. h e."-I", e-
lA.I' . J! ~ Co. k Y1 e..,/'
Date of Death: J I J :1~1 :J ~,,-o-
File Number: 2. Q (;'0" t;' I 0,1 ,
Pursuant to Pa. O.C. Rule 6.12, I report the following with respect to completion of the administration of
the above-captioned estate:
1. State whether administration of the estate is complete: . . . . . . , . . . . . . . . . . . ., ~ Yes 0 No
2. If the answer is No, state when the personal representative
reasonably believes that the administration will be complete:
3. If the answer to No.1 is YES, state the following:
a. Did the personal representative file a final account with the CoUrt? . . . . . .... 0 Y es ~ No
b. The separate Orphans' Court No. (if any) for the personal
representative's account is:
C. Did the personal representative state an account
infortnally to the parties in interest? .............................. . RYes 0 No
d. Copies of receipts, releases, joinders and approvals of formal or informal accounts may be
filed with the Clerk of the Orphans' Court and may be attached to this report.
Date II I ttJ fI 7
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Signature of Person Filing this Form .
Capacity: IBIPersonal Representative o Counsel
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FIRST AND FINAL ACCOUNT OF CLINTON F. BECKNER, JR., EXECUTOR UNDER
THE LAST WilL AND TESTAMENT OF KATHERINE W. BECKNER, LATE OF UPPER
MIFFLIN TOWNSHIP, CUMBERLAND COUNTY, PENNSYLVANIA, DECEASED.
CLINTON F. BECKNER, JR., Executor as aforesaid and Accountant herein, avers as follows:
DATE OF DECEDENT'S DEATH:
DATE OF LETTERS TESTAMENTARY ISSUED:
November 24,2005
December 19, 2005
LETTERS WERE ADVERTISED AS FOLLOWS;
The Evening Sentinel
Cumberland Law Journal
December 22,292005, January 5,2006
December 30,2005, January 6, 13,2006
PERSONALTY - PRINCIPAL ACCOUNT
DEBITS
The Accountant charges himself with receipt of the
decedent's goods and chattels as more fully set forth
on Schedules B, E and F in the Inventory and
Appraisement heretofore filed in the Register of
Wills in and for Cumberland County, Pennsylvania:
346,384.57
The Accountant charges himself with receipt of the
following additional items of personality principal:
1. Refund - Highmark Blue Shield
2. Refund - Presbyterian Homes
3. Income Tax Refund- PA Form 40,2005
164.22
2,423.07
403.00
TOTAL, PERSONALTY, PRINCIPAL ACCOUNT, DEBITS:
349,374.86
PERSONALTY PRINCIPAL ACCOUNT
CREDITS
The Accountant claims credit for the paypment of the
following items from personalty principal:
11/30/05 Presbyterian Homes
12/15/05 Egger Funeral Home: Funeral Expenses
12/19/05 Register of Wills - Petition of Letters Testamentary,
Short Certificates, Probate Fee
6,958.94
6,918.60
91.00
12/22/05
12/22/05
12/28/05
12/28/05
1/05/06
2/22/06
2/22/06
2/22/06
The Evening Sentinel- Advertising Grant of Letters
Cumberland Law Journal ~ Advertising Grant of Letters
Continuing Care, RX - Perscription Medicine
Mt. Lakes Flowers - Memorial Service Flowers
Nancy M. Beckner - Funeral Refreshments
Register of Wills - Additional Probate Fee
Register of Wills - Pennsylvania Transfer Inheritance Tax
Register of Wills - Pennsylvania Inheritance Tax Filing Fee
100.73
75.00
238.81
31.80
242.95
340.00
23,804.00
15.00
TOTAL, PERSONALTY, PRINCIPAL ACCOUNT, CREDITS
38,816.83
PERSONALTY - INCOME ACCOUNT
DEBITS
The Accountant charges himself with receipt of the following items
of income from personalty:
1. Interest Income ~ Farmers National Bank - Checking Account
2. Interest Income - Sovereign Bank
3. Dividend Income - The Vanguard Group
$7.30
2,197.02
1,978.17
TOTAL, PERSONALTY, INCOME ACCOUNT, DEBITS:
$4,182.49
PERSONALTY - INCOME ACCOUNT
CREDITS
The Account reserves the following sums to be paid subsequent to
the filing thereof:
1. Reserve Account for payment of miscellaneous costs, filing fees, 2006 Fiduciary Income
Tax, Commonwealth of Pennsylvania, and payment of 2006 Fiduciary Income Tax,
Internal Revenue Service.
TOTAL, PERSONALTY, INCOME ACCOUNT, CREDITS
$2,000.00
2
RECAPITULATION
I. PERSONALTY
A. Principal Account:
Debits:
Credits:
Balance:
B. Income Account:
Debits:
Credits:
Balance
n. NET BALANCE OF ESTATE FOR DISTRIBUTION
3
$349,374.86
38,816.83
$310,558.03
$4,182.49
2,000.00
2,182.49
$312,740.52
STATEMENT OF PROPOSED DISTRIBUTION BY CLINTON F. BECKNER, JR,
EXECUTOR UNDER THE LAST WILL AND TESTAMENT OF KATHERINE W.
BECKNER, LATE OF UPPER MIFFLIN TOWNSHIP, CUMBERLAND COUNTY,
PENNSYLVANIA, DECEASED.
CLINTON F. BECKNER JR., Executor of the Last Will and Testament of Katherine W.
Beckner, Deceased, proposes to distribute the balance in his hands, to wit: $312,740.52 in
accordance with the said Last Will and Testament as heretofore filed in the Office of the Register
of Wills of Cumberland County, Pennsylvania, as follows:
1. TO: Clinton F. Beckner, Ill, peritem First of the Codicil
to the Last Will and Testament:
$10,000.00
2. TO: Andrew C. Beckner, per item First of the Codicil
to the Last Will and Testament:
$10,000.00
3. TO: Eric M. Beckner, per item First of the Codicil
to the Last Will and Testament:
$10,000.00
4. TO: Catherine Vu-Gia, per item First of the Codicil
to the Last Will and Testament:
$10,000.00
5. TO: Christine Miller, per item First of the Codicil
to the Last Will and Testament:
$10,000.00
6. TO: Suzanne Bridges., per item Third,
of the Last Will and Testament:
$131,370.26
7. TO: Clinton F. Beckner, Jr., per item Third
of the Last Will and Testament:
$131,370.26
TOTAL DISTRIBUTION
$312,740.52
4
Clinton F. Beckner, Jr. being duly sworn according to law, deposes and says; that he is
the Executor of the Estate of Katherine W. Beckner, Deceased; that he is the Accountant herein;
that the foregoing accounting is true and complete; that the attached list or schedule (*) contains
the names, addresses and amounts due unpaid creditors having given notice of their claims; that
the attached list or schedule(**) contains the names and addresses of all persons interested in the
distribution of said Estate; and that the facts set forth in the within Account are true and correct
to the best of his knowledge, information and belief
f~ 1,. 'to 8~, ~ .
Clinton F. Beckner, Jr.
Executor and Accountant
This 15th day of May, 2006
*
Unpaid Creditors: None
**
Persons interested in Distribution of Estate:
1. Clinton F. Beckner, Jr.
280 Brandy Run Road
Newville, PA 17241
2. Suzanne Bridges
5 Heath Court
Pikesville, MD 21208
3. Clinton F. Beckner, III
1854 N. Herndon St.
Arlington, VA 22201
4. Catherine Vu-Gia
2910 Gray St.
Oakton, VA 22124
5. Christine Miller
890 Talcott Rd.
Westfield, NJ 07090
6. Andrew C. Beckner
6923 Colton Blvd.
Oakland, CA 94611
7. Eric M. Beckner
53 Buckingham Road
Avon, CT 06011
5