The URL can be used to link to this page

Home My WebLink About03-24-08 1) l.\ '5\d 1. a ~ () G.. 19~Io~q4. <1~ INRE: : IN THE COURT OF COMMON PLEAS OF : CUMBERLAND COUNTY, PENNSYL VANIA ESTATE OF HELEN A. V ALK, Deceased C) r- :':~Q ~r; ::.c.~o FIRST AND FINAL ACCOUNT OF SUZANNE M. THALER "r;; EXECUTRIX OF THE i'i! ESTATEOFHELENA.VALK ~ LATE OF SILVER SPRING TOWNSHIP, CUMBERLAND COUNTY, PENNSYL VANIA : ORPHANS' COURT DIVISION : NO. 21 - 07 - 0259 ~) ":::':I = = :n.. -0 ~ f'\.) ..&:-- -0 .::;;:: - r:~.j C> Ul Date of Death: Letters Testamentary Granted: {,etters Advertised: Sentinel- October 17,24,31,2007 Cumberland Law Journal - October 26, November 2 and November 9, 2007 March 13, 2007 March 19,2007 Account Stated as Final Receipts $ 636,894.96 Less Disbursements -$110.677.74 Balance Before Distributions $526,217.22 Distributions -$11,000.00 Advancements to Beneficiaries -$440.000.00 Principal Balance Remaining $ 75,217.22 Held in Reserve $31,290.00 BALANCE REMAINING $ 43.927.22 Exhibit A RECEIPTS 03-20-07 Proceeds of Orrstown Bank Acct. # 111000663 $6,566.97 03-20-07 Cash on Hand $530.08 03-21-07 Cash on Hand $193.31 03-21-07 Medicare Refund $130.26 04-13-07 Proceeds transferred from Raymond James Account $50,000.00 04-30-07 Proceeds transferred from Raymond James Account $26,000.00 04-30-07 Cingu1ar Refund $20.50 04-30-07 Cardmember Services Cash Rewards Check # 0001932139 $50.72 06-05-07 Capital Blue Cross Refund $32.56 05-14-07 Proceeds Sale of Personal Property $15.00 05-15-07 Comcast Refund $36.51 05-15-07 Moneygram Refund $191.81 06-07-07 Proceeds transferred from Raymond James Account $25,000.00 06-11-07 Proceeds Sale of Personal Property $200.00 06-15-07 Proceeds from Raymond James Account $175,000.00 06-25-07 Proceeds from Sale of Personal Property $150.00 07-31-07 Proceeds from Sale of Personal Property $825.00 08-08-07 Capital Blue Cross Refund $8.96 09-06-07 Proceeds from Sale of 2000 Buick Park Avenue $4,800.00 09-25-07 Proceeds from Auction & Private Sale & Misc. $13,375.51 10-11-07 Verizon Refund $9.33 10-11-07 MetLife Refund $2,949.28 10-16-07 Dr. Gamber, DC, Refund $8.96 11-05-07 Traveler's Auto Insurance Refund $17.00 11-16-07 Proceeds of Yard Sale $1,500.00 11-16-07 Proceeds of Auction of Personal Property $22,959.30 11-16-07 Proceeds Glassware Purchase $150.00 12-11-07 Proceeds from Raymond James Account $60,110.72 12-11-07 MetLife Dividend Check $31.08 12-18-07 Sale of Personal Property $520.00 12-29-07 Sale of Personal Property $300.00 01-02-08 Encompass Indemnity Company Refund $130.00 01-02-08 Encompass Indemnity Company Refund $69.87 01-02-08 Proceeds from Sale of 36 Blue Mountain Vista, Mech. Property $235,789.21 01-08-08 Proceeds from Sale of MetLife Shares $2,620.32 01-22-08 P A American Water Refund $13.11 01-27-08 Raymond James $27.56 02-29-08 Proceeds from Auction of Personal Property $3,181.24 Refund from Inheritance Tax $3,380.79 Total Receipts $636,894.96 DISBURSEMENTS Cumberland Law Journal, advertise Estate. The Sentinel, advertise Estate. Register of Wills, probate fee. Register of Wills, short certificates. Hoffman-Roth, additional death certificates. Register of Wills, Agent, P A inheritance tax payment. Register of Wills, additional probate fee. Register of Wills, filing fee. $75.00 $135.88 $507.00 $4.00 $53.00 $25,000.00 $50.00 $15.00 Exhibit A DISBURSEMENTS (continued) Duncan & Hartman, PC, partial legal fee. $14,000.00 Sub Total Disbursements $39,839.88 03-21-07 Citicard - Credit Card Payment 03-21-07 Comcast - Cable Bill $587.74 $66.53 $199.00 $275.48 $74.32 $23.81 $55.26 $39,254.00 $7,930.00 $131.06 $790.00 $14,138.81 03-21-07 Bent Creek Homeowner's Association - Condo Fee 03-21-07 PPL - Electric Bill 03-21-07 Pa Neurosurgery - Medical Bill 04-11-07 P A American Water 04-11-07 Verizon - Phone Bill 04-12-07 U.S. Treasury - 2006 Federal Income Tax Due 04-12-07 PA Dept. of Revenue - 2006 State Income Tax Due 04-27-07 PPL - Electric Bill 04-27-07 Hartman & Scheuchenzuber, CPA's - Tax Prep & Advice 05-01-07 Hoffman-Roth Funeral Home & Crematory, Inc. - Funeral Expense 05-01-07 Silver Spring Township Authority - Sewer Bill 05-07-07 PA American Water 05-18-07 IBIS Appraisal of Personal Property 06-05-07 Verizon $85.70 $13 .22 $1,560.00 $21.97 $77.26 $75.91 $13.82 06-05-07 PPL 06-05-07 Traveler's Insurance - Car Insurance 06-05-07 P A American Water Exhibit A DISBURSEMENTS (continued) 11-05-07 P A American Water $98.18 $101.83 $75.91 $31.37 $579.00 $13 .22 $108.42 $166.95 $26.04 $85.70 $75.91 $101.82 $193.00 $193.00 $31.52 $2,008.16 $11. 00 $96.83 $85.70 $193.00 $69.87 $61.39 $12.13 06-19-07 Verizon 07 -02-07 PPL 07-22-07 Traveler's Insurance 07-26-07 Verizon 07-26-07 PMI 07-26-07 P A American Water 07-26-07 PPL 07 - 31-07 Royer's Gulf - Car Battery 08-07 -07 P A American Water 08-07-07 Silver Spring Township Authority 08-07-07 Traveler's Insurance 08-29-07 PPL 08-29-07 Bent Creek Homeowner's Association - August 08-29-07 Bent Creek Homeowner's Association - September 08-29-07 Verizon 10-11-07 Debra Wiest - Real Estate Taxes 10-11-07 P A American Water 10-11-07 PPL 10-24-07 Silver Spring Township Authority 10-24-07 Bent Creek Homeowner's Association - October 10-24-07 Encompass Indemnity Company - Homeowner's Insurance 10-26-07 PPL Exhibit A DISBURSEMENTS (continued) 11-26-07 Encompass Indemnity Company - Homeowner's Insurance 11-26-07 PPL 11-30-07 Bent Creek Homeowner's Association - November 12-06-07 P A American Water 12-19-07 P A American Water 12-19-07 PPL 03-20-08 Department of Revenue - Taxes 03-20-08 Hartman & Scheuchenzuber, Accounting Fee Total Disbursements DISTRIBUTIONS 05-07-07 05-07 -07 05-07 -07 Church of Christ - Specific Bequest Verna A. Fultz - Specific Bequest Suzanne M. Thaler - Specific Bequest TOTAL DISTRIBUTIONS RESERVED: Duncan & Hartman, P.C., remaining Attorneys fees Closing & Filing Fees Suzanne Thaler, Exec. Fee Total Reserved TOTAL Exhibit A $231.00 $52.64 $193.00 $13.11 $18.95 $89.32 $121.00 $325.00 $110,677.74 $5,000.00 $5,000.00 $1,000.00 $11,000.00 $8,145.00 $1,000.00 $22,145.00 $31,290.00 INRE: IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYL VANIA ESTATE OF HELEN A. VALK, Deceased ORPHANS' COURT DIVISION : NO. 21 - 07 -0259 SCHEDULE OF PROPOSED DISTRIBUTION Balance for Distribution Remaining as per First and Final Account $43,927.22 TO: IN KIND CASH $8,392.73 Richard L. Valk - $48,392.73 - advance 40,000.00 = Orrstown Bank in Trust for Randall L. Valk $435,534.49 - advance 400,000.00 = $35,534.49 $0.00 SUZANNE M. THALER, Executrix under the Last Will and Testament of HELEN A. V ALK, deceased, hereby declares under penalties of peIjury 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 the first complete advertisement of the grant of Letters was more than four months from the date the account was filed; that, to her knowledge, there are no claims now outstanding against the Estate; and that all taxes presently due from the estate have been paid. She understands that false statements herein are made subject to the penalties of 18 Pa. C.S.A. 4904(g to unsw~~ falsification to authorities. Jtl,J~& I SUZ E M. THALER, Executrix