HomeMy WebLinkAbout01-15-08 (2)
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COURT OF COMMON PLEAS OF CUMBERLAND COUNTY,
PENNSYLVANIA ORPHANS' DIVISION
No. 21-07-0605
PROPOSED FIRST ACCOUNT OF
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Christal A. Burns
For
PAULINE L. SHANK ESTATE
Date of Death:
Date of Executors' Appointment:
First Complete Advertisement of
Accounting for the Period:
6/10/07
6/22/07
Letters: 7/6/07
6/22/07 - 8/1/07
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Purpose of Account: Christal A. Burns, Personal Representative,
offers this account to acquaint interested parties with the
transactions that have occurred during her administration.
It is important that the account be carefully examined.
Requests for additional information or questions or objections
can be discussed with:
David R. Morrison, Esq.
600A Eden Road
Lancaster, PA 17601
(717) 560-1500
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SUMMARY OF ACCOUNT
Current
Value
Paqe
PRINCIPAL
Receipts
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$ 51,352.53
4
$ 4,593.39
5,179.25
1.200.00
$(10.972.64)
$ 40,379.89
(13.459.95)
$ 26,919.94
DISBURSEMENTS
Debts of Decedent
Administration Expenses
PA Inheritance Tax - ESTIMATE
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Balance before Distributions
Less the 1/3 Election
Amount held back until July 6, 2008*
$( 5.000.00)
$ 21,919.94
principal Balance on Hand
'Creditors have one year from the date of advertisement (7/6/08) to submit
a bill for payment. For this reason, we are holding back $5,000.00. After
July 6, 2008, the balance remaining will be distributed equally to the two
beneficiaries.
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RECEIPTS OF PRINCIPAL
Assets Listed in Inventory
(Valued as of Date of Death)
Fiduciary
Acquisition
Value
Cash:
M&T Bank:
Christmas Club Account
Checking Account
Money Market Account
Interest on above accounts
$ 1,350.55
2,324.80
47,100.00
52.03
Commonwealth of PA - revenue rebate
500.00
Refunds:
Embarq - phone service refund
Comcast
$
22.35
2.80
$ 51,352.53
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Date
6/27/07
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8/1/07
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8/15/07
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not yet paid
not yet paid
8/21/07
DISBURSEMENTS OF PRINCIPAL
Debts of Decedent
Embarq - phone service
Lane. HMA Phys. Mgmt. Cen. Penn
Comcast
Pinker and Assoc. - podiatrist
Retail Services - Bon Ton credit card
David Sheibley - trash removal
PP&L
Moffitt Heart & Vascular Group
Physicians of Rehab., Ind., & Spine
Belvedere Medical Corp.
PP&L
Carlisle Regional Med. Center
Phys. Rehabilitation
Anticipated hospital bill - estimate
Administration Expenses
Christal A. Burns - exec. commission
David R. Morrison - partial fee
Register of Wills - Letters fee
The Sentinel - advertisement
Cumberland Law Journal - advertisement
David R. Morrison - balance of fee
State Inheritance Taxes
Register of Wills, Agent - partial
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$ 41. 36
32.17
8.19
14.93
184.16
75.00
15.53
52.86
25.29
122.47
18.66
992.00
10.77
3,000.00
$ 4,593.39
$ 1,500.00
1,750.00
128.00
158.62
75.00
1,567.63
$ 5,179.25
$ 1,200.00
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PROPOSED DISTRIBUTIONS TO BENEFICIARIES
Per Article I of my Will:
$ 21,919.94
To: Christal A. Burns
50% $ 10,959.97
50% $ 10.959.97
To: Michael A. Shank
$ 21,919.94
Christal A. Burns, Personal Representative, under the Last
Will and Testament of Pauline L. Shank, deceased, hereby declares
under penalties of perjury that she has fully and faithfully
discharged the duties of her office; that the foregoing First and
Final 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 her knowledge, there are no claims outstanding against
the Estate; and that all taxes presently due from the estate have
been paid.
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