HomeMy WebLinkAbout04-08-09P~. ®.C. ~u~e 6oR2 S"T:~iIJS P®~~
RECr1JT~ O)" WILLS OF CUMBERLAND
Naive of Decedent: RUTH P. HELMICK
COUNTY, PEN:~iSYLV aNIA
Date of Death: April 12, 2005 File Number: 0364-200
D, ,.++,. D., (l l-` D 1 ~ 7 7 T , ~~~ tl'.e £~lln~i~ina ~zrit}i recnert to r.mm~letin„ of the administration of
1 ur~ua::~ w t u. v.~.. i~we v. i.:., i .~°.~ ..b t---' r--
the above-captioned estate:
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[] Yes No
l _ Mate whether administration of t11e estate is complete :................... .
First and Final Account has been approved
2. If the answe>^is No, state when the personal representative and distribution made to all beneficiaries,
reasonably believes that the administration will be complete:except for Bonita A. Johnson, granddaughter
of decedent, whose whereabouts are unlmown. Per Order of the Court, her bequest is being held in an interest-
bearirig account and remsins ready to be paid ut~on our discovery of the ~ ~r-P^~ „t ~ of R^n i t ^ I1 7nhndcr~n please
see Schedule of Proposed Distribution, page 9 of the First and Final Account.
3. If the answer to No. 1 is YES, state the following:
_ _
a. Did the personal representative file a final account with the Court? ....... ]Yes No
b. The separate Orphans' Court No. (if any) for the personal
representative's account is:
Dnte
c. Did the personal representative state an account
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informally to the parties in interest? ............................... ~ es No
d. Copies of receipts, releases, joinders and approvals oP fonrral or informal accounts n7ay be
filed with the Clerlc of the Orphans' Court and may be attached to this report.
April 6, 2009
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Signatu ~ Person Filing this Form
Capacity: QPersonal Representative ~x Counsel
Jean D. Seibert, Esquire
Nnme afPerson Filing this Fa-m
109 Locust Street
Address
Harrisburg, PA 17101
717-236-9301
Telephaie
rormRbY-JO rev. 10.13.06
Pl~.OPOSED DISTRIBUTION TO BE ORDERED BY
CUIv1BERLAND COUNTS ORPHANS' COURT
Shirley A. Knisley
Brenda L. Kem
Deborah K. Sufrin
Bonita A. 3ohnson
Total lilstribution
Cu~ent Value Fiduciary
Acquisition. Value
$ 18,327.19 ~ 18,327.19
23,563.53 23,563.53
5,236.34 5,23'.34
3,785.84 * 3,785.84
550,?12.90 X50,9 X2.90
* Attempts to locate Bonita A. JaBnsan, including a hearing on a Petition to Establish Death
of Absentee on June 30, 2006, with prior legal advertisement of same three times, in the Local
newspaper and county legal journal,. have failed to locate Bonita A. Johnson. Bonita A.
Johnson's share of the residuary estate represents 10%' of the residue, as set forth an the `Last
gill and Testament of Ruth P. Helmick. The amount as set forth in the Proposed Distribution
above has subtracted from her share the additional attorney's fees and costs incux~ed with the
_past and reserved far anticipated future attempts to locate Bonita A. Johnson, including the
hearing before Judge Todd A. Hoover, Orphans' Court, Dauphin County, on the petition to
establish the death of Bonita A..Johnson. (Dauphin County was the last county of residence
of Bonita. A. Johnson:) Judge Hoover denied the Petition and advised that the distribution to
Bonita A. Johnson should be held in escrow for her, in an interest bearing account, pending
:her appearance, or later date for another Bearing to have her declared deceased as of the date
of death of Rath P. HeL:~~ick.
'The Executrix is respectfully proposing that all residuary bequests be paid with the exception
of the one to Bonita A. Johnson, which amount as set forth above will be placed~in an
:interest bearing account at a financial institution insured by the FDIC.
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