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Home My WebLink About12-27-07 Pa. O.C. Rule 6.12 STATUS REPORT REGISTER OF WILLS OF ~umberland COUNTY, PENNS'{L VANIA Name of Decedent: Grace L. Bohn Date of Death: December 30, 2005 File Number: 2006-00013 Pursuant to Pa, Q,C. Rule 6.12, I report the following with respect to completion of the aclm111lstrat ion 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 ,"vith the Court" . f5lYes 0 No b. The separate Orphans' Court No. (if any) for the personal representative's account is: 21-06-0013 c. Did the personal representative state an account informally to the parties in interest? ........................ [XYes ONo (Copy of letter from attorney to interested parties attached) 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. (Copy of Final Accounting attached) ~ ...:7'- (~21'T--"" ~M DecembPT 76, 7007 ~ Signalli Person Fihng this Form Capacity: IUPersonal RepresentatIve 0 COllnsel Joanne F. Casey Name of Person Filing lhis Form iB~ 167000Dougherty Avenue Address Laurel, Maryland 20707 r. --."",: ,(" f',"1 \ S :t1 \.ld l2 JJ\j L\;liV (301) 490-5458 Telephone li; ..JOHN M. EAKIN ATTORNEY AT LAW MARKET SQUARE BUIL.DIN(l MECHANICSBURG, PA. 1 7055 TELEPHONE (7 I 71 766.31 72 FAX 1717. l!591~32el September 28, 2006 Mary Anne Williams 8306 Beaver Court PO Box 774 Chestertown, MD 21620 Re: Grace L. Bohn Estate Dear Mary Anne: In accordance with your instructions I enclose a letter to each heir containing a summary of the account and summary of distribution. A check should be forwarded to each legatee together with two copies of a Release. One copy of the Release should be signed and returned to you. Thank you for your cooperation. If there are any questions please advise me. Very truly yours, (hft f& / JOL'M~ cc: Joanne Casey .JOHN M. EAKIN ATIORNEY AT LAW MARKET SQUARE BUILDING MECHANICSBURG, PA. 17055 September 30,2006 TELEPHONE (7171 766.3172 FAX 17171 691~32S1 Ellen Mi tchell 5932 Pulaski Avenue Philadelphia, P A 19144 ~'5' - ,?~9' -S::'C;-73 Janet Price 10423 Trail Ridge Ct. Houston, Texas 777064 .:z J(.- '7'"4:9 - / y/s- Faye B. He~ 55 Ashf~Drive En(}1.a;1l A 17025 --7j 7 J Joanne Ca~ 16700D<5llgherty Avenue / Lauyef, MD 20707 / David Mitchell 124 West Phil-Slena Philadelphia, PA 19119 ;z..IS'- 7/3-"/(, I Donna Sue ~ 1 02 T~u:t_ Covecreek Club Ste~nsville, MD 21666 William Mitchell 203 Prince Street Shippensburg, PA 17257 '7' -7- S:3~ - ~S-9s:- Mary Anne Iiams 8306 Beav Court PO Box 774 Chestert n, MD 21620 Re: Grace L. Bohn Estate ,// To the above heirs: The First and Final Account of Mary Anne Williams and Joanne Casey was tiled in the Office of the Register of Wills of Cumberland County. The final account and schedule of distribution is as follows: Principal Account Real Estate Personal Estate Income ACCOWlt $108,000.00 $146,237.51 $254,237.51 $ 307.84 Gross Estate $254,545.35 Deductions Debts $ 2,190.02 , .... - \Ui1.C"1lu..100lu1.C.... .cp-ll - c\1\1b 1 \1 : \1tiH r KUM: ~ ;., ....,. tf';! ;:." \ \ .. JOHN M.. EA1{lN ATTOltNUY AT LAW MAIU<JJf SQUAIU3 J.}UlLD1l'lG lv1nC11Al'l1 CSU UIlG. I> A 11055 l't:.1-81'110N6:' 111_166-3172 FAX. NUMDmt; 111_691-3281 J 01.-11'1 lVi. BA1<'lN \;AX MESSAGl1 DA1"B: q,-/I---O(P TO: . ' ,JOttf\t1€., Ll\~~ 17 AX. ( J'lO) 6{PF' D ,;;4 ~ '* " , , ' )"1;" . . . : .t;"~ " ' '" ' A:rrnt~rrlON: "0 . ; FltOM~ ~ ' . . Jihl\ M L{Lt/V1 MESSAGE: it', l-nU,' l,13J.J\ ~k:dt . . ~: 4UOLll\.t (llul Svhedl,le- O~ D,)~' bit fi0r1 ~ IIDW~,,;' d;';J~~~ ^ IV\ ,. J' d -r 'A lr., /)(. I * V' {/)I' · ,( , 0\ \')0 (0)1 C it/) "T',' I'l, 1-1 " ,t fLUA -141 < 'ff\".<:/ tv" 'f. . . ' ',,:' " .' ' C Cl \ \ \~ 'r\{'\ llj q lltSli(i'\, ~ "r,'::; PAGE, OF ...., ..' .. ." .. - . ;\,.~ ~ -:..\ . ,41_.. , . .' . '... '.' . . SEP-11-2006 10:08A FROM: 'U. ~'-. ,"-'____.._ . FIRST AND FINAL ACCOUNT OF MARY ANNE WILLIAMS ANO JOANNE CASEY, EXECUTRICES, OF THE LAST WILL AND TESTAMENT OF GRACEL. BOHN, DECEASED CUMBERLAND COUNTY, PENNSYLVANIA : IN THE COURT OF COMMON PLEAS : CUMBER~ND COUNTY, PENNSYLVANIA ; ORPHANS' COURT DIVISION : ESTATE NO. 21-06-0013 Date of Death: December 30, 2005 Employee's Identification No.: 56-6660982 Date of publication of Estate Notices: The Sentinel - January 14, 21, 28, 200e Cumberland Law Journal - January 20, 27 February 3, 2006 DR The Accountant Charges himself as fOllOWS: PRINCIPAL ACCOUNT REAL ESTATE 67 Ashford Drive Enola, PA 17025-2321 $108,000.00 TOTAL PERSONAL ESTATE $108,000.00 0110512006 AT&T Refund 0111912006 M&T Bank Account Savings 0111912006 M&T Bank Account Checking 0210112006 Thomwald Home, Refund 02101/2006 AT&T, Dividend declared 1219 0410312006 Pursell Associates, Brokerage Acct. 0311312006 Medco Reimbursement Investment Inc. 0411712006 Wachovia. Dividend 0110112006 Furniture and personal property 0511312006 AT&T Dividend 0810712006 AT&T Dividend 0812212006 PA 2005 tax refund 0811812006 IRS Income Tax Refund 0910512006 AT&T 319 shares 0811812006 Peerless Insurance Company Refund $183.30 x $21.248.60 x $4,830.73 x $223.76 x $38.24 x $111,329.64 x $1,478.80 x $4.93 )( $1,343.00 $38.24 x $36.24 x $57.89 x $1,843.32 x $10,126.38 x $334.00 x TOTAL $153,110.87 INCOME ACCOUNT 0210312006 PNC Bank Estate Account interest 0310612006 PNC Bank Estate Account interest 0410512006 PNC Bank Estate Account interest 0510412006 PNC Bank Estate Account interest 0610612006 PNC Bank Esate Account interest 07/0612006 PNC Bank Estate Account interest 08104I2006 PNC Bank Estate Account interest $1.58 x $7.45 x $7.68 x $37.65 x $58.40 x $52.78 x $50.90 x TOTAL $216.44 S€P-11-2006 10:08A FRUM: TOTAL DEBITS CR The Accountant claims the following credits: DEBTS 0112112006 PharmAmerica, Pharmacy 01121/2006 E. Pennsboro. Sewer 01/3012006 pa American Water, Water Bill 0113012006 PP&L. Electric 03107/2006 PP&L Electric 03107/2006 H&R Block Tax Preparation 0310712006 PA American Water Co. 0311012006 2005 PA income tax 03114/2006 Real Estate tax 03/31/2006 PA Americen Water. Water Bill 03131/2006 PPL Electric 0410212008 E. Pennsboro, Sewer 04130/2006 PPL Electric 0413012006 Pa American Water. Water Bill 05/1912006 Peer1ess Insurance Compnay -Home Insurance 0512912008 PPL Electric 06104/2006 Pa American Water. Water Bill 0710312006 PPL Electric 0710312006 Pa American Water. Water Bill 07/11/2006 East Pennsboro, Sewer 0810112006 Pa American Water. Water Bill 0810112006 PPL Electric 0812112006 PPL Electric 0812112006 Pa American Water. Water Bill TOTAL ADMINISTRATIVE EXPENSES 0212112006 Register of Wills -letters testamentary-JME 0212112006 Cumberland Law Joumal - Estate Notice 0212112006 The Sentinel - estate Notice 0212112006 Central Penn Appraisals - real estate appraisal 02121/2006 Frank Potteiger - personal property appraisal 01/2112006 Fay B. Herman, Reimbursement Funeral 01/1912006 PNC Bank - check printing fee 0312812006 Register of Wills - partial Inheritance Tax 04/1512006 Uoyd Beer. lawn maintenance 04/1712006 Register of Wills - final inheritance tax payment 0411712006 Register of Wills - Filing Fee 04/3012006 Uoyd Beere- lawn maintenance 05/0812006 LLoyd Beere - lawn maintenance OS/2012006 Bertha Beere,lawn maintenance 0610212006 Register of Wills- Filing Fee 0610212006 Register of Wills - Additional Inheritance Tax 0610512006 Bertha Beere. Lawn maintencance 0710312006 Bertha Beere, Lawn maintenance 07/1412006 Register of Wibs - Filing Fee 0810112006 Bertha Bee..., Lawn maintenance 0812112006 Bertah Beere. Lawn maintenance IU..1.C""'Tt:I.,JOC.u.a........, 322.05 x $115.00 x $27.05 x $59.31 x $54.46 x 5277.00 x $26.~5 x $91.00 x $260.84 x $26.45 x $50.96 x $115.00 x 522.92 x $25.89 x $458.00 x $9.47 x $28.47 x $9.58 x $25.31 x $115.00 x $25.90 x $9.37 x $10.06 x $26.48 x $361.00 x $75.00 x $173.33 x $300.00 x see.OO x $350.00 x $28.26 X $22,000.00 x $30.00 x $6.237.05 x $15.00 x 530.00 x $30.00 x $30.00 x $15.00 x $384.79 x $30.00 x $130.00 x 1235.00 x $160.00 x $80.00 x $261,327.31 $2,190.02 SEP-11-200b 10:0~H ~~UM: IU..1C.~~"'OOt:J.L~"" Register of wills- additional inheritance tax Register of Wills- filing fee John M. Eakin - attorney fee $812.59 $15.00 $7,500.00 TOTAL $39.087.02 DISTRIBUTION TO BENEFICIARIES Faye Herman - Real Estate - Furniture and personal property TOTAL $108,000.00 $1,343.00 TOTAl CREDITS $109,343.00 $150.620.04 RECAPITULA liON PRINCIPAL ACCOUNT REAL ESTATE $108,000.00 PERSONAL ESTATE $153,110.87 TOTAL 1261.110.87 INCOME ACCOUNT TOTAL S21ft44 GROSS ESTATE $261,327.31 DEDUCTIONS ADMINISTRATIVE EXPENSES DEBTS $39,087.02 $2,190.02 TOTAL $41.277.04 BALANCE FOR DISTRIBUTION DISTRIBUTION TO BENEFICIARIES BALANCE FOR DISTRIBUTION $220,050.27 $109,343.00 $110,707.27 ~t:.t-' - 11 - ClOlOb 110; IO~H r I"(UI' j; SCHEDULE OF DISTRIBUTION The 3CCOWltantS propose to pay the distributive shares to the following beneficiaries in accordance with decedent's will as follows: Specific Bequest of Real Estate and Personal Property previously distributed to Faye B. Herman Balance for Distribution As Per Account Joanne Casey Donna Sue Bird Mary Anne Williams Janet Price Davi.d Mitchell Ellen Mitchell William Mitchell Faye B. Herman Total Dated September 13,2006 $109,343.00 $11 0,707.27 $ 17,001.48 $ 17,001.48 $ 8,698.43 $ 8,698.43 $ 14,233.79 $ 14,233.79 $ 14,233.78 $ 1 ()~60(i.92 $110,707.27 Respectfully submitted Mary Anne Williams Joanne Casey