HomeMy WebLinkAbout07-07-09Pa. O.G. Rule 6.12 STATUS REPORT
REGISTER OF WILLS OF Cumberland
COUNTY, PENNSYLVANIA
Name of Decedent: Elizabeth L. Gerba
08/15/2008 File Number: 2008-00875
Date of Death:
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 final account with the Court? ....... ~ Yes ®/ 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? ............................... 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.
Date 06/23/09 ~~
~gnature of Person Filing this Form
N
~ Capacity: Personal Representative Counsel
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~=-:: = iV ~ _ : Joyce L. Palakovich
~~` -- '' ~
,, ~i_ ~ ~ ` Name of Person Filing this Form
2601 Lisburn Rd
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Form RW-10 rein. 10.13.06
Estate of Elizabeth L. Gerba
Accounting
Item # Estate Assets Value
1 Stifel Nicolaus and Company (DOD Value) $491,353.86
2 Refund: Verizon $ 4'87
3 Maritime Asbestos Trust $ 254.21
5 National City Bank (#2126304) $ 24,666.54
6 Bank of America Fair Fund Settlement $ 19.93
8 Refund: Highmark $ 31.47
Estate Assets-Total DOD Value $ 518,330.88
Item # Estate Expenses Incurred To Date
1 Register of Wills- Probate Fees $ 472.40
2 Legal Advertising-Patriot News $ 109.52
3 Legal Advertising-Cumberland County Law Journal $ 75.00
4 Malpezi Funeral Home $ 9,605.00
5 Thompson House $ 493.52
6 Federal Tax Paid on Form 1040ES $ 1,187.00
7 State Tax Paid on Form PA 40ES $ 337.00
$ 47.32
8 Verizon $ 275.00
9 Personal Care: Bondu Arglle
10 Personal Care: Kathy Buchanan $ 176.00
11 Personal Care: Melinda Mark $ 132.00
12 Personal Care: Bethany Reed $ 120.00
13 Personal Care: Mary Zirian $ 272.00
$ 1,261.00
14
15 Essex House
PA Department of Revenue: Inheritance Tax $ 24,222.33
16 Register ofWills- Probate Fees $
$ 80.00
81.96
17 Register of Wills- Probate Fees
Total Estate Expenses $ (38,947.05)
DOD Values Less Expenses $ 477,383.83
12/23/2008 Market Value Adjustment $ (135,006.57)
Gress Available for Distribution (12/23/08) $
$ 342,377.26
250.00)
(2
Distribution to George Gerba (Tax Adjustment) ,
Net Available for Distribution(Based Upon 12/23/08 Pricing) $ 340,127.26
Distribution to Joyce Palakovich $
$ (153,076.76)
(153,076.76)
Distribution to George Gerba
Gross Available for 07/01/09 Final Distribution $
$ 33,973.74
(1,567.00)
Tax Expense (Elizabeth Gerba 08 Final) $ (2,000.00)
Administrative Expenses
Net Available for 07/01/09 Distribution $
$ 30,406.74
(15,203.37)
Distribution to Joyce Palakovich $ (15,203.37)
Distribution to George Gerba
$ (0.00)
07/01/09 Account Balance
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