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Home My WebLink About05-15-09Pa. O.C. Rule 6.12 STATUS REPORT REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYLVANIA Name of Decedent: Dorothy J. Woland Date of Death: 6/09/2008 File Number: 21-08-0655 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:.........X 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 final account with the Court? Xyes no 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 ................................................................. Xyes 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. ., > - ,- Date: ~ ~ ` r~ Sign ture of Person fling this From 0 -- -- .~ ~,: . _ ~' ~ ~ Capacity: Counsel ~ ~, ~~~ ~~~ =- ~ ~_ ~ . = Dawn L. Lisi ~-! Lisi & Henry ~ ~: ~-' _- 5621 North Front Street ~., ~ --, `_ ~ C~,~' ; Harrisburg, PA 17110 ,_., L7 (717) 439-6207 In the Court of Common Pleas of Cumberland County, Pennsylvania Orphans' Court Division File No. 21-08-0655 Estate of Dorothy J. Woland, Deceased Hampden Township, Cumberland County FINAL ACCOUNTING Connie Flauaus and Cheryl Stroud, Co-Executrixes Date of Death: 06/09/2008 Date of Grant of Letters 06/17/2008 Date of First Complete Advertisement 08/01/2008 Accounting for the Period 06/09/2008 to 05/07/2009 Purpose of Account: Connie Flauaus and Cheryl Stroud, Co-Executrixes, offer this Account to acquaint interested parties with the transactions that have occurred during the Administration. It is important that the Account be carefully examined. Requests for additional information or questions or objections can be discussed with: Dawn L. Lisi Lisi & Henry 5621 N. Front Street Harrisburg, PA 17110 (717) 439-6207 Supreme Ct. I.D. No. 82155 SUMMARY OF ACCOUNT Estate of Dorothy J. Woland, Deceased For the period of June 9, 2008 through September 4, 2008 Fiduciary Current Acquisition Page Value Value Proposed Distributions to Beneficiaries 8-9 PRINCIPAL Receipts: This Account 1 340,885.86 Net Gain (or Loss) on Sales or Other Dispositions 0.00 340,885.86 Less Disbursements: Debts of Decedent 2 66.54 Funeral Expenses 2 68.88 Administration Expenses 2 - 3 20,850.90 Federal, State & Local Taxes 3 46,236.10 Commissions 0.00 Fees 3 4,715.00 Family Exemption 0.00 71,937.42 Balance Before Distributions 268,948.44 Transfer to (from) Principal 0.00 Distributions to Beneficiaries 8 - 9 265,000.00 Principal Balance on Hand 4 3,948.44 INCOME Receipts: This Account 5 1,479.67 Net Gain (or Loss) on Sales 0.00 or Other Dispositions 1,479.67 Agway Liquidating Trust 1,116.50 Less Disbursements 0.00 Balance Before Distributions 2,596.17 Transfer to (from) Income 0.00 Distributions to Beneficiaries 0.00 Income Balance on Hand 6 2,596.17 For Information: Investments Made Changes in Holdings COMBINED BALANCE ON HAND 7 6,544.61 Verification 10 SCHEDULE A RECEIPTS OF PRINCIPAL Fiduciary Acquisition Value Cash 06/17/2008 Sovereign- CD #1995542527 5,406.65 06/17/2008 Integrity- CD #0000000001015922, 83,253.16 CD #0000000001015914, CD #0000000001015906 06/17/2008 Sovereign- Account #0571131425 15,093.07 06/17/2008 Sovereign- Account #0021084300 94,106.23 06/23/2008 Citizens- Account #6219890381 140,561.90 06/23/2008 Citizens- Account #6219890373 101.26 07/10/2008 Freedom Blue- refund 67.20 07/24/2008 Retirement check 668.39 09/04/2008 Loyalton of Creekview- refund 1,628.00 Total Cash 340,885.86 Total Inventory 340,885.86 Total Receipts of Principal 340,885.86 1 SCHEDULE B DISBURSEMENTS OF PRINCIPAL Debts of Decedent Verizon Arc 7/7/2008 Phone bill 37.86 37.86 Pennsylvania Department of Revenue 7/23/2008 2007 taxes owed 14.68 14.68 Karen Marbur~er 6/25/2008 wash & set 14.00 14.00 Total Debts of Decedent 66.54 Funeral Expenses Parthemore Funeral Home 7/31/2008 items not in pre-paid arrangements 68.88 68.88 Administration Expenses Connie Flauaus 6/17/2008 Reimbursement for Cumberland County 406.00 Orphan's Court charges 406.00 moister of Wills 9/4/2008 Filing of Inventory and Taxes 30.00 30.00 Connie Flauaus 9/4/2008 Executrix compensation _10,207.45 10,207.45 2 Cheryl Stroud 9/4/2008 Executrix compensation 10,207.45 10,207.45 Total Miscellaneous Administrative expenses 20,850.90 Federal, State & Local Taxes Pennsylvania Department of Revenue 9/4/2008 Pennsylvania Fiduciary Income Tax 45.00 4/13/09 Pennsylvania Income Tax 171.00 216.00 United States Treasury 4/13/09 Federal Income tax _1084.00 1084.00 Register of Wills- Cumberland County 9/4/2008 Pennsylvania Inheritance Tax 44,936.10 Total Taxes 46,236.10 Fees Custer & Faust & Associates 9/4/2008 Tax Preparation 625.00 4/13/09 Tax Preparation 90.00 Total Fees 715.00 Lisi & Henry 7/2/2008 Attorney Fees 2,000.00 9/4/2008 Attorney Fees 2,000.00 4000.00 Total Fees 4,715.00 TOTAL DISBURSEMENTS OF PRINCIPAL 71,937.42 3 PRINCIPAL BALANCE ON HAND Current Value 5/7/2009 or as Noted Description Cash Attorney Account 3,948.44 Total Cash 3,948.44 Fiduciary Acquisition Value SCHEDULE C RECEIPTS OF INCOME Interest/Bank Sovereign- Checking_Account #341072672 6/24/2008 Interest 0.09 7/24/2008 Interest 0.29 8/24/2008 Interest 0.27 Sovereign- Money Market Account #1994056312 (deposited into Checking Account 9/4/2008) 6/24/2008 Interest 85.72 7/24/2008 Interest 677.27 8/24/2008 Interest 701.27 Estate Checking Account 0.65 1,464.26 9/24/2009 Interest 12.39 10/24/2009 Interest 1.03 11 /24/2009 Interest .68 12/24/2009 Interest .66 14.76 TOTAL BANK INTEREST 1,479.67 2/12/09 Agway Liquidating Trust 1,116.50 1,116.50 TOTAL RECEIPTS OF INCOME 2,596.17 5 INCOME BALANCE ON HAND Current Value 5/7/2009 Description or as Noted Cash Attorney Trust Account 2,596.17 Fiduciary Acquisition Value 2,596.17 Total Cash 2,596.17 2,596.17 COMBINED BALANCE ON HAND Current Value Fiduciary 5/7/2009 Acquisition Description or as Noted Value Cash Attorney Account 6.544.61 6,544.61 Total Cash 6,544.61 6,544.61 DISTRIBUTIONS TO BENEFICIARIES Previously Proposed distributed Final To: to Beneficiaries Distribution Richard Butler $1000.00 Dennis E. Butler $1000.00 James H.Woland, Jr. $1000.00 Edward Vanish $27,000.00 $727.18 Constance Vanish $27,000.00 $727.18 Patricia Ellis $27,000.00 $727.18 Robert Ellis $27,000.00 $727.18 Betty Miller $27,000.00 $727.18 Cheryl Stroud $27,000.00 $727.18 Walter Parmer, Jr. $27,000.00 $727.18 Robert McCullough $1000.00 JoAnn Kitko $1000.00 Mary Steckel $1000.00 Michael Zakis $1000.00 Donna Sollenberger $5000.00 Doris Bartholomew $1000.00 Edward Ickes $5000.00 Connie Flauaus $27,000.00 $727.18 Deborah Johnson $1000.00 8 Margaret Cecere Diane McCleary Kenneth "Barry" Ickes $27,000.00 $727.18 $1000.00 $1000.00 Cathy Ickes Hill $1000.00 In the Court of Common Please of Cumberland County, Pennsylvania Orphans' Court Division File No. 21-08-0665 Estate of Dorothv J. Woland Verification Cheryl Stroud and Connie Flauaus, Co-Executrixes under the Last Will and Testament of Dorothy J. Woland, Deceased, hereby declare under oath that they have fully and faithfully discharged the duties of their office; that the foregoing Account is true and correct and fully discloses all significant transactions occurring during the accounting period; that all known claims against the Estate have been paid in full; have been paid in full; that, to their knowledge, there are no claims now outstanding against the Estate; that, all taxes presently due from the Estate have been paid; and that the grant of Letters Testamentary and the first complete advertisement thereof occurred more than four months before the foregoing Account. This statement is made subject to penalties of 1$ Pa. C.S.A. Section 4904 relating to unsworn falsification to authorities. Cheryl; Stroud Connie Flauaus