HomeMy WebLinkAbout05-27-08 (3)
PA O.C. Rule 6.12 STATUS REPORT
REGISTER OF WILLS OF CUMBERLAND COUNTY,
PENNSYL VANIA
Name of Decedent: Mary Elizabeth Lore
Date of Death: March 2, 2008
File Number: 2008.00247
Pursuant to P A O.C. Rule 6.12, the Personal Representative below reports the
following with respect to completion of the administration of the above-captioned
estate:
The administration of the estate is incomplete.
The Personal Representative below believes the administration will be complete by
July 31, 2008.
Therefore, the Personal Representative below has not filed a final account with the
Court.
However, the Personal Representative stated an account informally via e-mail to the
party in interest; specifically, the Personal Representative's sister/daughter of the
Decedent, Barbara W. Cullen of Dunedin, FL on May 25, 2008.
Date: May 27, 2008
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Signature of Personal Representative
Patricia L. Schaal
Name of Person filing this Form
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RULE 6.6
FILING WITH THE CLERK OF THE ORPHANS' COURT
CUMBERLAND COUNTY, PENNSYLVANIA
Name of Decedent: Mary Elizabeth Lore
Date of Death: March 2, 2008
File Number: 2008.00247
Filing of Fiduciary Account
Transactions from the Estate Account held in trust by the Personal Representative
below are as follows:
Beginning Balance:
Receipts:
PNC Interest Checking Acct. # 50-7003-2326
PNC Performance Money Market #50-3001-0261
PNC Certificate of Deposit Acct. #31200264391
PNC Certificate of Deposit Acct. #21001028744
PNC Certificate of Deposit Acct. #21001028810
PNC Certificate of Deposit Acct. #21001010801
Sovereign Bank CD Acct. #1685164368
Sovereign Bank CD Acct. #1685373118
Sovereign Bank CD Acct. #1685378273
Sovereign Bank CD Acct. #1685379479
Sovereign Bank CD Acct. #1685391300
Sovereign Bank Savings Acct. #1684000134
Jewelry - Engagement Ring - Appraised Value
Jewelry - Engagement Ring - Appraised Value
Jewelry - Diamond Band - Appraised Value
Jewelry - Strand of Pearls - Appraised Value
Interest Income PNC Estate Acet #509-0487-6686
Total Receipts as of May 20, 2008
Beginning Balance & Total Receipts
$ 6,040.02
$33,329.19
$ 5,042.79
$15,020.39
$10,038.25
$ 5,030.65
$ 5,018.15
$10,040.30
$ 5,005.24
$10,041.61
$ 5,018.58
$65,532.15
$ 340.00
$ 210.00
$ 640.00
$ 90.00
$ 208.77
$0.00
$176,646.09
$176,646.09
Name of Decedent: Mary Elizabeth Lore
Date of Death: March 2, 2008
File Number: 2008.00247
Filing of Fiduciary Account (continued)
Disbursements:
Jewelry $ 1,280.00
Ck #1 WS EMS - Ambulance $ 153.85
Ck #2 Malpezzi Funeral Services $ 9,256.52
Ck #3 Public Notice Law Journal $ 118.72
Ck #4 Public Notice Sentinel $ 75.00
Ck #5 Hazen Elder Law - Consultation $ 120.00
Ck #6 Spirit Physicians - Medical Expenses $ 126.46
Ck #7 Wiedeman & Douty, CPA $ 470.00
Ck #8 Register of Wills - Taxes & filing $ 6,931.02
PNC Income Tax withholding to 5/20/08 $ 58.44
Total Disbursements to date
$18,590.01
Ending Balance to date:
$158,056.08
Date: May 27, 2008
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Signature of Personal Representative
Patricia L. Schaal
Name of Person filing this Form
11 Hellam Drive
Address
Mechanicsburg, P A, 17055
(717) 766-01 90
Telephone