HomeMy WebLinkAbout03-13-08 (2)
Pa. o.e. Rule 6.12 STATUS REPORT
REGISTER OF WILLS OF Cumberland
COUNTY, PENNSYL VANIA
Name of Decedent:
Betty F. Sunday
Date of Death:
June 27, 2006
File Number: 21 -06-0742
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 D 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? . . . . . .. DYes []No
b. The separate Orphans' Court No. (if any) for the personal
representative's account is:
c. Did the personal representative state an account
informally to the parties in interest? ............................... IXIYes DNo
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. O:pf of
Family Settlement Agreement containing Releases is attached hereto.
Date March 12, 2008 ~d4tA ~ ~~
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Capacity: E9Personal Representative D Counsel
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William L. Sunday
Name of Person Filing this Form
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39 West Main Street
Address
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Mechanicsburg, PA 17055
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Form RW-10 rev. 10.13.06
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21-06-0742
F AMIL Y SETTLEMENT AGREEMENT
THE FIRST AND FINAL ACCOUNT OF WILLIAM L. SUNDA Y,
ADMINISTRATOR OF THE ESTATE OF BETTY F. SUNDAY, LATE OF THE
TOWNSHIP OF UPPER ALLEN, COUNTY OF CUMBERLAND, AND STATE OF
PENNSYLVANIA, DECEASED, AND RELEASE OF THE DISTRIBUTEES OF THE
ESTATE OF SAID DECEDENT HERETO ATTACHED.
Date of Death: June 27, 2006
Dates Letters Advertised:
Cumberland Law Joumal-
The Sentinel -
September 1,8 and 15,2006
September 8, 15 and 22, 2006
PERSONAL TY
PRINCIPAL ACCOUNT
DEBITS
Accountant charges himself with the Personal Property set forth in the Inventory
filed in the Office of Register of Wills in and for Cumberland County in the amount of:
$101,501.24
Accountant also charges himself with the following:
2007
May 9
Bank of America - Credit Balance
Refund from Leigh Valentine
To VISA
54.98
22
U.S. Treasury - Income Ta.'\. Refund
for tax withheld
12.41
Nov. 1
Robert L. Brown - Tax proration on sale of modular 431.29
15
American Modem Select
Insurance Co. - Premium refund
18.61
Total Personalty Principal Account Debits
$102.018.53
PERSONAL TY
PRINCIPAL ACCOUNT
CREDITS
Accountant asks credit for the following:
2006
Checks outstanding on date of death
DATE
6/1 7/06
6/26/06
6/26/06
6/27/06
CHECK NO. PA YEE
1551 Griswald Special Care
1550 Griswald Special Care
1557 Tierna Groft
1558 F rancesca Harris
TOTAL CHECKS OUTSTANDING
Internal Revenue Service - Interest Withholding
7/13/06
8/11/06
.29
.24
July 14
u.S. Treasure - Interest withholding
Aug. 25
William L. Sunday - Reimbursement for
Myers Funeral Home - Funeral
Register of Wills - Letters, etc.
Cumberland Law Journal - Notice
$9254.50
245.00
75.00
25 West Perry School District - Taxes (Modular Cabin)
25 PPL - Electric (7/13 - 8/11/06)
Sep.22 PPL - Electric (8/11 - 9/13/06)
25 Register of Wills, Agent - Pa Inheritance
29 The Sentine1- Administrator's Notice
Oct. 12 Charles & Roberta Hair - Land rent (11/21/06-11/20/07
17 PPL - Electric (9/13 - 10/12/06)
31 Commonwealth of P A - Modular Registration
Nov.14 PPL - Electric (10/12 - 11/10/06)
16 American Modem Ins. Group - Insurance (Modular)
20 Elizabeth Quigley - Copies of lease, etc.
Dec. 16 PPL - Electric (11/ 10 - 12/12/06)
CARRIED FORWARD
$ 135.00
246.00
400.00
182.75
$1063.75
.53
$1064.28
11.88
9574.50
555.51
7.99
7.99
855.00
107.99
320.00
7.99
22.50
7.99
358.00
3 1. 00
7.99
12,940.61
PERSONAL TY
PRINCIP AL ACCOUNT
CREDITS
BROUGHT FORWARD
2007
Jan. 18 PPL - Electric (12/12/06 -1112/07
Feb.2 Barbara A. Hench, Tax Collector-
2007 County and Twp. Tax
16 PPL - Electric (1/12 - 2/9/07)
Mar.15 William Mumma - Appraisal (jewelry)
19 PPL - Electric 2/9 - 3/13/07
22 Register of Wills - Filing P A Inh. Tax Return and Inventory
22 Register of Wills - Additional administration charge
22 Register of Wills, Agent - Balance of P A Inh. Tax
Apr.16 P A Dept of Revenue - 2006 Individual Income Tax
17 PPL - Electric (4/12 - 5/11/07)
May 15 Register of Wills - 2 short certificates
15 PPL - Electric (4/12 - 5/11/07)
June 18 PPL - Electric (5/11 - 6/13/07)
July 6 West Perry School District - School Tax (711/07-6/30/08)
17 PPL - Electric (6/13 - 7/12/07)
Aug 14 PPL - Electric (7/12 - 8/1 0/07)
Sept 17 PPL - Electric (8/1 0 - 9/12/07)
Oct 18 PPL - Electric (9/12 - 10/11/07)
Nov 14 L.W. Brodisch Real Estate - Commission on Modular
14 PPL - Electric (10/11 - 11/9/07)
21 PPL - Electric (11/9 -11/15/07) Final
Register of Wills - Filing Family Settlement
TOT AL EXPENDITURES FROM
PRINCIPAL
Accountant also asks credit for the following:
Nov 1 Loss on sale of modular cabin
Appraised at listing price
Less: Commission (6%)
Appraised value
Less: Sale price
Loss
Total Personalty Principal Account Credits
$48,500.00
2.910.00
45,590.00
18.000.00
27,590.00
$12,940.61
7.97
181.3 1
7.96
100.00
7.96
30.00
50.00
456.83
33.00
7.96
8.00
7.96
7.96
603.96
7.96
8.05
8.21
8.21
500.00
8.31
2.15
20.00
$ 15014.37
27.590.00
$ 42,604.37
PERSONAL TY
INCOME ACCOUNT
RECEIPTS
Accountant charges himself with the following:
2006
July 13 PNC - Interest (Checking Account #51-4023-9358)
14 PNC - Interest (CD #31900276389)
27 PNC - Interest (CD #3100021406)
Aug 11 PNC - Interest (Checking Account #51-4023-9358)
14 PNC - Interest (CD #31900276389)
23 PNC - Interest (CD #31900276406)
23 PNC - Interest (CD #31900276389)
Sub-total
Sep 14 PNC - Interest (Estate Checking Account
14 PNC - Interest (Estate Money Market)
Oct 16 PNC - Interest (Estate Checking Account)
16 PNC - Interest (Estate Money Market)
Nov 14 PNC - Interest (Estate Checking Account)
14 PNC - Interest (Estate Money Market)
Dec 14 PNC - Interest (Estate Checking Account)
14 PNC - Interest (Estate Money Market)
Dec 31 Sub-total
2007
Jan 10 PNC - Interest (Estate Checking Account)
16 PNC - Interest (Estate Money Market)
Feb 12 PNC - Interest (Estate Checking Account)
12 PNC - Interest (Estate Money Market)
Mar 14 PNC - Interest (Estate Checking Account)
14 PNC - Interest (Estate Money Market)
Apr 13 PNC - Interest (Estate Checking Account)
13 PNC - Interest (Estate Money Market)
May 14 PNC - Interest (Estate Checking Account)
14 PNC - Interest (Estate Money Market)
22 U.S. Treasury - Income Tax Refund (Withholding)
June 14 PNC - Interest (Estate Checking Account)
14 PNC - Interest (Estate Money Market)
July 16 PNC - Interest (Estate Checking Account)
16 PNC - Interest (Estate Money Market)
Carried Fonvard
$
.49
-') ')-
,-.-,
57.67
.86
79.56
50.08
19.93
260.84
1.69
96.41
1.09
147.29
.84
134.00
.82
139.11
782.09
.87
153.57
.70
126.15
.75
116.70
.67
98.70
.59
102.25
72.64
.52
102.62
.53
109.44
$ 1668.79
PERSONAL TY
INCOME ACCOUNT
RECEIPTS
Brought Fonvard $ 1668.79
2007
Aug 14 PNC - Interest (Estate Checking Account) .35
14 PNC - Interest (Estate Money Market) 99.45
Sept 13 PNC - Interest (Estate Checking Account) .30
13 PNC - Interest (Estate Money Market) 103.15
Oct 15 PNC - Interest (Estate Checking Account) ........
.,j ,j
15 PNC - Interest (Estate Money Market) 102.95
Nov 14 PNC - Interest (Estate Checking Account) 2.44
20 PNC - Interest (Estate Money Market) 102.23
Total Personalty income account receipts S 2079.99
PERSONAL TY
INCOME ACCOUNT
EXPENDITURES
Accountant asks credit for the following:
2006
July 14 U.S. Treasury - Interest Withholding
27 U.S. Treasury - Interest Withholding
Aug 14 U.S. Treasury - Interest Withholding
23 U.S. Treasury - Interest Withholding
23 u.S. Treasury - Interest Withholding
Sub-total
2007
Apr 17 P A Dept of Revenue - 2006 P A Income Tax
Total Personalty Income Account Expenditures
$14.63
16.14
22.27
5.58
14.02
72.64
27.17
$99.81
RECAPITULA TION
PERSONAL TV:
Principal Account
Debits
Credits
Balance
Income Account
Receipts
Expenditures
$2079.99
99.81
Balance
1980.18
Total Distributable Estate
Balance in hands of Accountant for Distribution
The aforesaid balance consists of the following:
Interest Checking Account
Money Market Account
1991 Buick
Jewelry
Total for Distribution
$102,018.53
42,604.37
59,414.16
1980.18
$ 61.394.34
$ 61,394.34
$ 20,475.32
39,734.02
500.00
685.00
$ 61,394.34
SCHEDULE OF DISTRIBUTION
TO: William L. Sunday, Surviving Spouse
Plus: One-half of $31 ,394.34
$30,000.00
15,697.17
Total to William L. Sunday
$45,697.17
1991 Buick automobile
Jewelry
Cash
$ 500.00
685.00
$44,512.17
Total
$45,697.17
TO: Jeffrey A. Sunday, Son
One-half (1/2) of $15,697.17 - Cash
$ 7,848.59
TO: Dawn S. Sunday, Daughter
One-half (1/2) of $15,697.17 - Cash
$ 7,848.58
Total Distribution
$ 61,394.34
RELEASE
WHEREAS, Betty F. Sunday died June 27, 2006, intestate, survived by her
husband, William L. Sunday, and her children, Jeffrey A. Sunday and Dawn S. Sunday,
both of whom are the issue of William L. Sunday and Betty F. Sunday.
NOW KNOW ALL PERSONS BY THESE PRESENTS, that we, William L.
Sunday, Jeffrey A. Sunday and Dawn S. Sunday, sole distributees of the Estate of said
decedent, and the only persons entitled to share in the distribution of said Estate, do
hereby declare and say that we, and each of us, have examined the foregoing Account
and Schedule of Distribution and find the same to be true and correct and do hereby
acknowledge that we, and each of us, this day have had and received of and from William
L. Sunday, Administrator. of the Estate of Betty F. Sunday the items and cash set
opposite our names in the above stated Schedule of Distribution, in full satisfaction,
payment and discharge of all such sum or sums of money, share or shares, purparts and
dividends which were due, owing payable and belonging us, by any means whatsoever,
for or on account of our full share, part of dividend of the Estate of the said decedent and
all interest accrued thereon.
NOW THEREFORE, we, William L. Sunday, Jeffrey A. Sunday and Dawn S.
Sunday distributees of the Estate of Betty F. Sunday, deceased, do by these presents
remise, release, quit-claim and forever discharge the said William L. Sunday, his heirs,
executors and administrators. of and from said shares or dividends of said Estate
aforesaid, and of and from all actions, suits. payments, accounts, reckonings, claims and
demands whatsoever. for or bv reason thereof, or of any other act, matter. cause or thing
r -' . "-
whatsoever. from the beginning of the world to the day and date of these said presents.
AND. desiring to avoid the delaying and expense of the settlement of the said
Estate by filing the foregoing Account of said administration in the Office of the Clerk of
the Orphans' Court of the Court of Common Please of Cumberland County,
Pennsylvania. and by having the balance in the hands of the Administrator, as shown by
said Account. distributed by an auditor appointed by the Orphans' Court Division of the
Court of Common Pleas of Cumberland County, we, and each of us, do hereby agree that
the foregoing statement concerning the manner of settlement may be recorded with the
same effect upon us as if the same had been reported by the said Court of Common Pleas.
Orphans' Court Division.
AND, in consideration of the aforesaid settlement being made without the aid of
said Court of Common Pleas. Orphans' Court Division, that we, William L. Sunday.
Jeffrey A. Sunday and Da\\'Il S. Sunday, do hereby agree that if any debts or demands
other than those included within The First and Final Account of the said William L.
Sunday, Administrator of the Estate of Betty F. Sunday, deceased. as hereinbefore set
forth, shall be hereafter recovered against the Estate of said decedent and be legally
payable out of the same, that we, and each of us, William L. Sunday, Jeffrey A. Sunday
and Dawn S. Sunday, shall return to said Administrator such ratable amounts thereof as
may be necessary to pay such legally enforceable debts or demands.
IN WITNE~WHEREOF, we have hereunto set our hands and seals this ~~..,;/
day of 1Jfl(d,:,/'lJ fi.f:p.. ,2007. -
(SEAL)
(SEAL)
(SEAL)
ESTATE OF BETTY F. SUNDAY
Receipts After Preparation of Account
Receipts:
Dec. 18. 2007
Dec. 18, 2007
PNC Bank - Interest (Money Market)
PNC Bank - Interest
Total Additional Receipts
FINAL DISTRIBUTION OF CASH
William L. Sunday - Cash Distribution
Distribution Per Account
Distribution From Above-(74.43222%)
Total Cash Distribution to William L. Sunday
Jeffrey A. Sunday - Cash Distribution
Per Account
From Above-(l2.78390%)
Total Cash to Jeffrey A. Sunday
Total Cash Distributions
Da\\TI S. Sunday - Cash Distribution
Per Account
From Above -(12.78390)
Total Cash to Dawn S. Sunday
Total Cash Distributions
$68.03
4.86
$ 72.89
$ 44.512.17
54.25
44,566.42
$7848.59
9.32
7857.91
7857.91
$7848.58
9.32
$7857.90
7857.90
$60,182.23
STATE OF PE~TI\'SYLVANIA
: ss
COlJNTY OF CUMBERLA:\D
Before me. the subscriber. a J'\otary Public in and for said State and County.
personally appeared. William L. Sunday, Jeffrey A. Sunday and Da\\11 S. Sunday. and in
due form of law acknowledged the foregoing Release to be their, and each of their, act
and deed and desired that the same might be recorded as such.
'VITNESS my hand and notarial seal this, .;.(;ftl day of 1)::~_elY! 1-:)( ,2-
2007.
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No-tary Public
1~ (SEAL)
COMMONWEALTH OF PENNSYLVANIA
Notarial Seal
~n L Malrazi, Notary PuI:liic
~ Bore, CLrnbel1and County
My CommISSIOn Expires Nov. 24, 2011
Member, Pennsylvania ASSOCiatIOn of Notaries