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HomeMy WebLinkAbout02-09-09Pa. O.C. Rule 6.12 STATUS REPORT REGISTER OF WILLS OF ~-~`~`1?~`~ ~= ~'~~~~ COUNTY, PENNSYLVANIA Name of Decedent: ROSE P. KOSIER Date of Death: September 10, 2007 File Number: 2008-00430 PA No. 21-08-0430 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 ~ 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 fmal account with the Court? ....... NJ Yes 0 No /,tip ~n~~ n~ ~ ~~'n-y-~c- ~~ ~ ~r=_., 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? ............................... ®Yes ^No 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. ~._._,\ i' 1 ~ ~> February 5, 2008 `'-~ ~ `'`"" `- Dare Sig>iature Person Filing thrs Form 4 ,~ Capacity: ®Personal Representative ~ Counsel ~1G'l~ , ~~ u ~~ri~~ U'~l ~ j'~ JI'~G~j~ ;~ 61 ~ti~l~ 6- ~.~.~6~OZ '~ _ .. .._ Form RW-10 rev. 10.13.06 Julia Foley Name of Person Filing this Form 1970 Enola Road Address Carlisle, PA 17013 717-249-4107 Telephone Rose P. Kosier Estate -Final Accounting Paid to Creditors $11,296 Funeral Expenses 4,759 Administration Expenses 28,860 Home mtg payoff/closing costs 91,682 PA Estate taxes 25,460 Trust and Estate Settlement costs $162,057 Beneficiary Distributions - 5138.000: Shannon Pevarnik Sean Kosier Annuity $ 27,850 $27,850 Life Ins 5,000 5,000 5/17/08 Auto Sale (cash deposit) 1,500 * -0- 5/19/08 Car Ck Shannon 2,000 * -0- 7/2/08 Checks to each 10,000 10,000 7/4/08 Checks to each 2,000 2,000 8/20/08 Checks to each 5,000 5,000 9/18/08 Checks to each 2,500 2,500 1/09/09 Checks to each 12,000 12,000 2/05/09 Checks to each 2.900 2.900 Distributed $ 70,750 $ 67,250 *Car left to Shannon only as specific bequest Assets left Non Probate Item Non Probate Item $1,275 held pending filing of final income tax return, preparation of 1099's and any other final fees or expenses. To be distributed to beneficiaries once estate closes. 2/5/09 Foley