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HomeMy WebLinkAbout08-04-09Pa. O.C. Rule 6.12 STATUS REPORT REGISTER OF WILLS OF Cumberland COUNTY, PENNSYLVANIA Name of Decedent: Ben H. Rickert Date of Death: 01-11-2007 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 rural or info al accounts may be filed with the Clerk of the Orphans' Court and be a the o this r ort. mate 08-03-2009 ~ Si e of Person Filing t is Form ._ CV ~ - CV ~ ~i CL V '' ~ _ _ J ~" L~ ~Cn .=~ ~ ~` _ c~ U~ ~_ ~~ ~ ~ c; - m ~ ~ r~ U N File Number: 2107-0105 Capacity: Personal Representative ^Counsel Robert C. Rickert, Executor Name of Person Filing this Form 224 Tyler St Address Athens, PA 18810 570-888-4349 Telephone Form RW-10 rev. 10.13.06 FIRST AND FINAL ACCOUNT OF ROBERT C. RICKERT, EXECUTOR OF THE ESTATE OF BEN H. RICKERT, LATE OF MIDDLESEX TOWNSHIP, CUMBERLAND COUNTY, PENNSYLVANIA, DECEASED BEN H. RICKERT DIED ON JANUARY 11, 2007 ESTATE NO 2107-0105 DEBITS PRINCIPAL OF PERSONAL ESTATE The Accountant charges himself with items of principal of personal estate received by him as follows: February 2, 2007 Checking Account # 1671022114 $ 2,055.37 Sovereign Bank, Carlisle, PA AIG Annunity # VP215601 Sovereign Bank, Carlisle, PA $ 20,136.57 All State Annunity # GA 17266417 Sovereign Bank, Carlisle, PA $ 50,376.43 Premier Money Market Savings # 167406963 Sovereign Bank, Carlisle, PA $ 25,697.48 Certificate of Deposit # 1675204745 Sovereign Bank, Carlisle, PA $ 14,552.94 Certificate of Deposit # 1675206435 Sovereign Bank, Carlisle, PA $ 45,759.74 Certificate of Deposit # 1675457111 Sovereign Bank, Carlisle, PA $ 4,899.31 Certificate of Deposit # 1675518904 Sovereign Bank, Carlisle, PA $ 9,702.53 Certificate of Deposit # 6140764769 Citizens Bank, Carlisle, PA $ 20,201.77 Certificate of Deposit # 6140874777 Citizens Bank, Carlisle, PA $ 29,506.69 Prudential Money Market # ROS818432-A Philadelphia, PA $ 2,165.64 Sale of Household Goods $ 3,099.50 Sale of Car $ 1,500.00 Sale of Tools and Equipment $ 2,050.00 Yeagers Personnel Care Home Refund $ 2,310.81 Highmark Insurance Refund $ 238.98 Fed Tax Refund 2006 Taxes $ 30.00 Nationwide Insurance Refund $ 23.60 Aero Engery Refund $ 338.12 PA Tax Refund - 2007 $ 141.65 Home Insurance Refund $ 259.00 Estate Tax Refund $ 761.41 Federal Tax Refund $ 1,282.00 Total $237,089.54 INCOME OF PERSONAL ESTATE The Accountant chazges himself with items of income personal estate received by him as follows: Interest Certificates of Deposit -Sovereign Bank $ 5,210.02 Interest Certificates of Deposit -Citizens Bank $ 2,014.20 Interest Money Market -Sovereign Bank $ 1,266.65 Interest AIG Annunity -Sovereign Bank $ 2,247.03 Interest All State Annunity -Sovereign Bank $ 883.60 Total $ 11,621.50 PRINCIPAL OF CONVERTED REAL ESTATE The Accountant charges himself with items of principal of converted real estate received by him, as follows: Dwelling house and lot in Middlesex Township, Cumberland Co., PA $163,080.00 Total $163,080.00 TOTAL PRINCIPAL OF PERSONAL ESTATE TOTAL INCOME OF PERSONAL ESTATE TOTAL PRINCIPAL OF CONVERTED REAL ESTATE Total Debits $237,089.54 $ 11,621.50 $163,080.00 $411,791.04 CREDITS ADMINISTRATION EXPENSES, ETC The Accountant claims credit for items of administration expenses, etc paid by him, as follows: Death Certificates for Evelyn Rickert $ 45.00 Short Certificates $ 12.00 Funeral Expenses $ 1,775.60 Burial Plot $ 2,715.00 Probate $ 353.00 Register of Wills $ 80.00 Register of Wills - PA Estate Tax $17,963.24 2004 Amended Pa Tax $ 138.00 2004 Amended US Treasury Tax $2,566.00 Penalty -Interest for 2004 US Treasury Tax $1,321.26 Tax Preparation - 04 - 07 - 08 $ 300.00 Checks for Estate Account $ 19.35 Hartzel Eye Doctor $ 184.26 Philip Carey MD $ 50.00 Home Insurance $ 659.00 Home Appraisal $ 325.00 Property Survey $2,305.00 Property & Schaol Tax 2007 - 2008 $3,042.20 Tax on Annunities $1,196.00 Septic Pumped $ 260.00 Phone Bills $ 30.85 Aero Energy -heating $2,145.00 PPL -Electric $ 213.50 Utility Bills from Nov. 06 -Jan 07 $ 438.19 Miscellaneous Fees/repair bills $ 271.25 Executor Travel Fees $ 653.92 Total $39,062.62 Total Debits $411,791.04 Total Credits $ 39,062.62 Balance $372,728.42 Disbursement: Robert Rickert 43% _ $160,273.22 Jo Ann Kern 43% _ $160,273.22 Kim L. Rickert 2% _ $ 7,454.57 Kelly L. Rickert 2% _ $ 7,454.57 Andrew S. Rickert 2% _ $ 7,545.57 Sonya M. Neil 2% _ $ 7,545.57 Richard A. Rickert 2% _ $ 7,545.57 Lindsay E. Kern 2% _ $ 7,545.57 Gregory L. Kern 2% _ $ 7,545.57 Total 100% _ $372,728.42 Disbursed: Jo Ann Rickert $40,000.00 Robert Rickert $40,000.00 Kim Rickert $ 5,000.00 Kelly Rickert $ 5.000.00 Andrew Rickert $ 5,000.00 Sonya Neale $ 5,000.00 Richard Rickert $ 5,000.00 Lindsay Kern $ 5,000.00 Gregory Kern $ 5,000.00 Total $115,000.00 JoAnn Rickert $160,273.22 - $40,000 = 120,273.22 Robert Rickert $1 60,273.22 - $40,000 = 120,273.22 Kim Rickert $ 7,454.57 - $ 5,000 = 2,454.57 Kelly Rickert $ 7,454.57 - $ 5,000 = 2,454.57 Andrew Rickert $ 7,454.57 - $ 5,000 = 2,454.57 Sonya Neale $ 7,454.57 - $ 5,000 = 2,454.57 Richard Rickert $ 7,454.57 - $ 5,000 = 2,454.57 Lindsay Kern $ 7,454.57 - $ 5,000 = 2,454.57 Gregory Kern $ 7,454.57 - $ 5,000 = 2,454.57