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Home My WebLink About08-08-08 (2)COURT OF COMMON PLEAS OF CUMBERLAND, PA ORPHANS' COURT DIVISION FIRST AND FINAL ACCOUNTING OF ANDREA M. CUCCIUFFO, Executor For Estate of MARIANNE T. GESSNER Date of Death: December 21, 2007 Date of Appointment: January 22, 2008 Accounting for the Period: December 21, 2007 to July 31, 2008 Purpose of Account: The above fiduciary offers this account to acquaint interested parties with the transactions that have occurred during hisfher administration. It is important that the account be carefully examined. Requests for additional information, or questions, or objections, can be discussed with: ANDREA M. CUCCIUFFO 126 APPLEWOOD DRIVE EASTON, PA 18045 (610)258-2862 Signatures: ~- c~ _;_~ '-~) i '~ t-_ G"3 _ ~ G`J ,`,; ;~ ~ ~ (V _ ~ L1 .L" EXHIBIT "B" ESTATE OF MARIANNE T. GESSNER PROPOSED SCHEDULE OF DISTRIBUTION Principal Balance per Account Income Balance per Account Combined Balance per Account available for distribution Balance available for distribution Add: Prior distributions to Roland Gessner Total available for distribution prior to advance distributions To Be Distributed As Follows: Roland Gessner -'/z Residue $24,634.86 Less prior distributions - (18,000.00 Andrea M. Cucciuffo -'/2 Residue Total Proposed Distributions $ 31,095.61 174.10 31 269.71 $ 31,269.71 18,000.00 49.269.71 $ 6,634.86 24,634.85 31 269.71 * Pennsylvania Inheritance Tax Refund of $ 647.03 has not yet been received and deposited in estate account but will be distributed immediately upon receipt and deposit with $ 323.52 going to Roland Gessner and $ 323.51 going to Andrea M. Cucciuffo. Estate of MARIANNE T. GESSNER Receipts of Principal Inventory Value 12/21/2007 Cash and Cash Equivalents AIU INSURANCE JE5SE FOSSELMAN/UNCASHED CHECK M&T BANK CHECKING ACCOUNT NO. 9845291997 Interest to Date of Death TAX ADJUSTMENTS AT RE SETTLEMENT (COUNTY $383.27, SCHOOL $310.69, SEWER $17.30) US TREASURY/ECONOMIC STIMULUS CHECK Total Cash and Cash Equivalents Tangible Personal Property 1989 MERCURY TRACER Total Tangible Personal Property Real Property HOUSE & LOT SITUATE 1927 CHATHAM DRIVE CAMP HILL, PA 17011 Total Real Property $ 55.33 20.00 948.98 0.01 711.26 300.00 $ 400.00 $ 133,900.00 $ 2.035.58 400.00 133 900.00 Page 1 (2) Receipts of Principal (Continued) Total Inventory Receipts Subsequent to Inventory 04/21 /2008 JACK GAUGHEN REALTOR ESCROW REFUND 05/30/2008 AIG HOMEOWNERS CANCELLATION REFUND Total Receipts Subsequent to Inventory Total Receipts of Principal Inventory Value 12/21/2007 $ 1,016.15 113.00 ~ 136,335.58 1,129.15 $ 137,464.73 Page 2 (3) Estate of MARIANNE T. GESSNER Gains and Losses on Sales or Other Dispositions of Principal Net Gain 02/11/2.008 Collection AIU INSURANCE Net Proceeds $ 55.33 Carried at 55.33 02/11/2.008 Collection JESSE FOSSELMAN/UNCASHED CHECK UNLASHED CHECK Net Proceeds $ 20.00 Carried at 20.00 02/12/2008 Collection M&T BANK CHECKING ACCOUNT NO. 9845291997 Net Proceeds $ 155.17 Carried at 155.17 03/14/2008 Sale HOUSE & LOT SITUATE 1927 CHATHAM DRIVE CAMP HILL, PA 17011 Net Proceeds $ 133,900.00 Carried at 133,900.00 03/14/2008 Collection TAX ADJUSTMENTS AT RE SETTLEMENT (COUNTY $383.27, SCHOOL $310.69, SEWER $17.30) ADJUSTMENTS AT RE SETT Net Proceeds $ 711.26 Carried at ? 11.26 Net Loss Page 1 (4) Gains and Losses on Sales or Other Dispositions of Principal (Continued) Net Gain 04/21/1008 Sale 1989 MERCURY TRACER Net Proceeds $ 400.00 Carried at 400.00 04/21/2008 Collection JACK GAUGHEN REALTOR ESCROW REFUND RETURN OF ESCROW FOR ROOF REPAIRS Net Proceeds $ 1,016.15 Carried at 1,016.15 05/30/2008 Collection AIG HOMEOWNERS CANCELLATION REFUND Net Proceeds $ 113.00 Carried at 113.00 06/16/2008 Collection US TREASURY/ECONOMIC STIMULUS CHECK Net Proceeds $ 300.00 Carried at 300.00 Total Gains and Losses No Gain or Loss Net Loss $ 0.00 $ 0.00 $ 0.00 Page 2 (5) Estate of MARIANNE T. GESSNER Disbursements of Principal Date Paid Amount Paid Debts of Decedent AT&T 02/20/2008 OUTSTANDING BILL $ 19.74 Check Number 001 Total AT&T $ 19.74 BONNIE K. MILLER 03!14/2008 2008 COUNTY TAX $ 478.77 Check Number RE SET Total BONNIE K. MILLER $ 47$,77 FINANCIAL FREEDOM SENIOR FUND 03/14/20108 REVERSE MORTGAGE $ 37,980.13 Check Number RE SET Total FINANCIAL FREEDOM SENIOR FUND $ 37,980.13 OUTSTANDING CHECKS AT DOD ON M&T CHECKING ACCOUNT 02/12/2008 $ 793.81 Check Number XXXX Total OUTSTANDING CHECKS AT DOD ON M&T CHECKING ACCOUNT $ 793.81 PA AMERICAN WATER 02/20/2008 OUTSTANDING BILL $ 47.86 Check Number 002 Total PA AMERICAN WATER $ 47.86 Page 1 (6) Disbursements of Principal (Continued) Date Paid Debts of Decedent PPL 02/20/2008 OUTSTANDING BILL Check Number 003 Total PPL Total Debts of Decedent Funeral Expenses PARTHEMORE FUNERAL HOME 03/20/2008 REIMBURSE ANDREA CUCCIUFFO FOR FUNERAL EXPENSES Check Number 005 Total PARTHEMORE FUNERAL HOME ROLLING GREEN CEMETERY 03/19/2008 REIMBURSE ANDREA CUCCIUFFO FOR FUNERAL EXPENSES Check Number 004 Total ROLLING GREEN CEMETERY Total Funeral Expenses Administration Expenses ABSOLUTE ABSTRACT 03/14/2008 OVERNIGHT MAIL FEE Check Number RE SET Total ABSOLUTE ABSTRACT Amount Paid $ 131.33 ~ 131.33 $ 39,451.b4 $ 2,844.00 $ 2,844.00 $ 3,993.00 $ 3,993.00 $ 6,837.00 $ 40.00 $ 40.00 Page 2 (7) Disbursements of Principal (Continued} Date :Paid Administration Expenses AMERICAN HOME SHIELD 03/14/2008 HOME WARRANTY FEE AT RE SETT Check Number RE SET Total AMERICAN HOME SHIELD ANDREA CUCCIUFFO 07/23/2008 EXECUTOR'S COMMISSION Check Number XXXX 06/16/2008 REIMBURSEMENT FOR CAR TITLE Check Number 013 Total ANDREA CUCCIUFFO BONNIE K. MILLER 03!14/2008 TAX CERT FEE AT RE SETT Check Number RE SET Total BONNIE K. MILLER CHRIS DAMRON 03/14/2008 NOTARY FEES AT RE SETT Check Number RE SET Total CHRIS DAMRON CUMBERLAND COUNTY LAW JOURNAL 04/18/2008 ESTATE NOTICE Check Number 010 Total CUMBERLAND COUNTY LAW JOURNAL Amount Paid $ 405.00 $ 405.00 $ 7,900.00 22.50 $ 7,922.50 $ 10.00 $ 10.00 $ 10.00 $ 10.00 $ 75.00 $ 75.00 Page 3 (8) Disbursements of Principal (Continued) Date Paid Administration Expenses 03/14/2008 COMMISSION PAID AT RE SETT($3922.00 TO ERA & $3872.00 TO RE/MAX) Check Number RE SET Total REAL ESTATE COMMISSION REAL ESTATE TRANSFER TAX 03/14/2008 Check Number RE SET Total REAL ESTATE TRANSFER TAX REGISTER OF WILLS 04/18/2008 SHORT CERTIFICATES Check Number 010 04/18l2C-08 FILING FEE Check Number 010 Total REGISTER OF WILLS ROLAND GESSNER 03/20/2008 REIMBURSEMENT FOR SUPPLIES(PAINT, CARPET, ETC.) TO PREP HOME FOR SALE Check Number 005 03/20/2008 LABOR TO PAINT, MISCELLANEOUS HOME IMPROVEMENTS Check Number 006 Total ROLAND GESSNER Amount Paid $ 7,794.00 $ 7,794.00 $ 1,339.00 $ 1,339.00 $ 16.00 30.00 $ 46.00 $ 2,071.78 2,300.00 $ 4,371.78 Page 5 (10) Disbursements of Principal (Continued) Date Paid Administration Expenses SELLER ASSIST/RE SETT 03/14/2008 Check Number RE SET Total SELLER ASSIST/RE SETT THE SENTINEL 04/18/2008 ESTATE NOTICE Check Number 010 Total THE SENTINEL Total Administration Expenses Federal and State Taxes REGISTER OF WILLS, AGENT 03/19/200$ PAYMENT ON ACCOUNT Check Number 004 Total REGISTER OF WILLS, AGENT Total Federal and State Taxes Fees and Commissions KARL KLINE P.C. 04/18/2008 1/2 ATTORNEY FEES Check Number O10 07/23/2008 BALANCE ATTORNEY FEE Check Number XXXX Total KARL KLINE P.C. Amount Paid $ 4,000.00 $ 4,000.00 $ 182.56 $ 182.56 ~ 30,540.48 $ 2,900.00 $ 2,900.00 ~ 2,900.00 $ 4,200.00 4,200.00 $ 8,400.00 Page 6 (11) Disbursements of Principal (Continued) Date Paid Fees and Commissions REGISTER OF WILLS 04/25/2008 ADDITIONAL PROBATE FEE Check Number 012 Total REGISTER OF WILLS Total Fees and Commissions Total Disbursements of Principal Amount Paid $ 240.00 ~ 240.00 $ 8,640.00 $ 88,369.12 Page 7 (12) Estate of MARIANNE T. GESSNER Distributions of Principal to Beneficiaries Distribution Value ROLAND GESSNER 04/16/2008 Cash $ 5,000.00 PARTIAL DISTRIBUTION OF RESIDUE Check Number 009 04/2;5/2008 Cash 13,000.00 ADVANCE OF RESIDUE Check Number 011 Total Distributions of Principal $ 18,000.00 $ 18,000.00 Page 1 (13) Estate of MARIANNE T. GESSNER Principal Balance On Hand Inventory Value Cash and Cash Equivalents LAFAYETTE AMBASSADOR ACCOUNT NO. 0076-34102 Total Cash and Cash Equivalents Total Balance on Hand 31,095.61 $ 31,095.61 $ 31,095.61 Page 1 (14) RECEIPT RELEASE AND REFUNDING BOND IN RE: ESTATE OF MARIANNE T. GESSNER I, ROLAND GESSNER, do hereby acknowledge that I have received from Andrea M. Gessner n/k/a Andrea M. Cucciuffo, Executor of the Estate of Marianne T. Gessner a partial distribution in the amount of THIRTEEN THOUSAND AND 00/100 ($13,000.00) DOLLARS. I hereby agree to refund to Andrea M. Gessner n/k/a Andrea M. Cucciuffo, Executor of the Estate of Marianne T. Gessner, pro rata, any amount which maybe necessary in the future to discharge any liabilities of the Estate of which I may hereafter receive notice. I hereby release the said Andrea M. Gessner n/k/a Andrea M. Cucciuffo, Executor of the Estate of Marianne T. Gessner of and from any and all claims I may have under the law against the Executor. IN WITNESS WHEREOF, I have hereunto set my hand and seal this day of , 2008. WITNESS: %~ ROLAND GESSNER Estate of MARIANNE T. GESSNER Gains and Losses on Sales or Other Dispositions of Income Net Gain OS/30/21~08 Collection FINANCIAL FREEDOM Net Proceeds Carried at Total Gains and Losses No Gain or Loss $ 82.85 82.85 Net Loss $ 0.00 $ 0.00 $ 0.00 Page 1 (16) Estate of MARIANNE T. GESSNER Income Balance On Hand Inventory Value Cash and Cash Equivalents LAFAYETTE AMBASSADOR ACCOUNT NO. 0076-34102 Total Cash and Cash Equivalents Total Balance on Hand 174.10 $ 174.10 $ 174.10 Page 1 (19) STATE OF PENNSYLVANIA ) SS: COUNTY OF NORTHAMPTON ) Andrea M. Gessner, now known as Andrea M. Cucciuffo, the within Accountant, being duly sworn according to law, deposes and says that Letters Testamentary were granted on January 22, 2008. More than four (4) months have elapsed before the filing of this Account; that the payments for which credits are taken have been made to the parties entitled thereto, and that the Account, as stated, is true and correct to the best of her knowledge, information and belief. ESTATE OF MARIANNE T. GESSNER By Andrea M. Gessner n/k/a Andrea M. Cucciuffo SWORN TO ANDS SCRIBED ) BEFO ME THIS bAY ) OF ~ ~' 2008. ) ~~ ~I ~11A-.~ ) Notary ublic COMMO A~TM~ Olt PENNSYLVANIA Notarial Seal Susan J. Ackerman, Notary Publi6 Palmer Twp., Northampton CouMY My Commfsaion Expires July 24, 2012 Member. PanrwyNaMa Aasoctatlon of Notaries I, Karl H. Kline, a practicing member of the Bar of Northampton County, do hereby certify that I have examined the foregoing Account as to items of debit and credit with the vouchers therefor, and find the same true and correct. KARL KLINE P.C. By ~~ Karl H. Kline Date Paid Estate of MARIANNE T. GESSNER Disbursements of Income Total Disbursements of Income Amount Paid $ 0.00 Page 1 (17) Estate of MARIANNE T. GESSNER Distributions of Income to Beneficiaries Distribution Value Total Distributions of Income $ 0.00 Page 1 (18) RECEIPT. RELEASE AND REFUNDING BOND IN RE: ESTATE OF MARIANNE T. GESSNER I, ROLAND GESSNER, do hereby acknowledge that I have received from Andrea M. Gessner n/k/a Andrea M. Cucciuffo, Executor of the Estate of Marianne T. Gessner a partial distribution in the amount of FIVE THOUSAND AND 00/100 ($5,000.00) DOLLARS. I hereby a;~ee to refund to Andrea M. Gessner n/k/a Andrea M. Cucciuffo, Executor of the Estate of Marianne T. Gessner, pro rata, any amount which maybe necessary in the future to discharge any liabilities of the Estate of which I may hereafter receive notice. I hereby release the said Andrea M. Gessner n/k/a Andrea M. Cucciuffo, Executor of the Estate of Marianne T. Gessner of and from any and all claims I may have under the law against the Executor. IN WITNESS WHEREOF, I have hereunto set my hand and seal this day of G~~ /lP , 2008. WITNESS: i ROLAND GESSNER EXHIBIT "C"