HomeMy WebLinkAbout10-23-09 (3)In the Court of Common Pleas of Cumberland County, Pennsylvania
Orphans' Court Division
File No. 21-07-0996
Estate of Russell C. Meck, Deceased
Late of the Township of East Pennsboro
First and Final Account
Daniel R. Meck, Executor
Date of Death:
Date of Incapacity, if any:
Date of Executor's Appointment:
Date of First Complete Advertisement:
Accounting for the period:
10/25/2007
None
11 /02/2007
11 /28/2007
10/25/2007 to 10/23/2009
Purpose of Account: Daniel R. Meck, Executor, offers 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:
John E. Slike Esq.
Saidis, Flower & Lindsay
2109 Market Street
Camp Hill, PA 17011
717-737-3405 ~--~ ^~;'
Supreme Court LD. No. 06262 ` ~' ~.~~~ `~~
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Summary of Account
Estate of Russell C. Meck, Deceased
For the period of October 25, 2007 through October 23, 2009
Pages
Proposed Distributions to Beneficiaries 25
Net Gain (or Loss) on Sales or
Other Dispositions
Less Disbursements:
Debts of Decedent
Funeral Expenses
Administration Expenses
Federal, State & Local Taxes
Fees
Balance before Distributions
Distributions to Beneficiaries
Principal Balance on Hand
INCOME
Receipts
Less Disbursements
Balance before Distributions
Distributions to Beneficiaries
Income Balance on Hand
COMBINED BALANCE ON HAND
Less Amount Held in Reserve
Signature
Verification
3-5
6
$172,150.29
357,038.34
(1,408.14)
355,630.20
7-8 1,653.43
8 8,424.85
8-13 11,737.25
13 50,834.35
13-14 19,440.00 (92,089.88)
263, 540.32
15 101,894.72
16 161,645.60
17-19 14,899.97
20 290.00 (290.00)
14,609.97
21 3,105.28
22 11,504.69
23 173,150.29
24 1,000.00 (1,000.00)
172,150.29
26
27
SCHEDULE A
RECEIPTS OF PRINCIPAL
Assets Listed in Inventory
(Valued as of Date of Death)
Cash
AARP Health Care Options -Refund of
automatic deduction from M & T checking
account
Cash
Comcast Cable -Refund for overpayment
Erie Insurance Group Refund for Auto Insurance
Eureka Lodge F. & A.M. 302 -Refund of dues
paid in advance.
Jackson Siegelbaum Gastroenterology -Refund
check for overpayment dated 6/30/2008, check
#19835
M & T Bank -Checking Account No. 59398485
Mid Penn Bank -Check from Janney
Montgomery Scott, LLC
1AVAN KEMPEN PA VALUE MUN INCOME TR
Sold prior to death.
Mid Penn Bank -Check from Janney
Montgomery Scott, LLC
Lord Abbett Tax-Free $23,803.92
INCOME TR AS SER CL A
OPPENHEIMER MULTI ST $4,132.76
PA MUNI FED CL A
Sold prior to death
Total Cash
Personal Property
1905 Sears Automobile -Based on sale price.
1967 Chrysler Automobile -Based on sale price
1992 Cadillac Automobile - 30,000 miles
Based on sale price
2002 Dodge Pickup -Based on sale price
390.00
677.00
129.29
468.00
85.00
85.21
6,698.06
16,753.10
27,936.68
14,000.00
5,000.00
5,000.00
6,000.00
Fiduciary
Acquisition
Value
53,222.34
-3-
SCHEDULE A
RECEIPTS OF PRINCIPAL
Continued
Diamond Ring -Man's 14 karat yellow gold 500.00
mounting with approximately one karat
diamond.
Based on Appraisal by Mumma's Jewelry Store
Gun collection -Appraised value
Personal Property -Furniture, Appliances,
Tools, Snowblower, Lawn Tractor, etc.
Total Personal Property
Stocks /Listed
2,050.00
4,500.00
2,600.0000 shares Verizon Communications 116,766.00
Total Stocks /Listed
Fiduciary
Acquisition
Value
37,050.00
116,766.00
-4-
SCHEDULE A
RECEIPTS OF PRINCIPAL
Continued
Fiduciary
Acquisition
Value
Real Estate
Residence at 4545 Mt. Zion Drive, Enola,
Pennsylvania -All that certain piece or parcel of
land, situated in the Township of Hampden,
County of Cumberland and Commonwealth of
Pennsylvania, being know as Lot No. 2 as
shown on the Plan of Lots as laid out by Ross S.
Blust and Anna K. Blust, his wife, on September
11, 1969 and as revised on August 28, 1972 and
recorded in the Cumberland County Office of
the Recorder of Deeds in Plan Book 23, Page 81.
Being the same premises which Ross S. Blust
and Anna K. Blust, his wife, by their deed dated
November 3, 1972 and recorded in the
Cumberland County Office of the Rcorder of
Deeds in Deed Book X-24, Page 178 granted and
conveyed unto Russell C. Meck and Anne E.
Meck, his wife.
Tax Parcel #10-14-0839-023A
150,000.00
The value of the residence is shown $25,000
less on the Account than on the Inheritance Tax
Return because the buyer defaulted on the
purchase of the real estate and there are repairs
that need to be made in order to sell the
property. The tax assessment value of the
property is $136,383.80.
Total Real Estate
Total Receipts
Total Receipts of Principal
150,000.00
357,038.34
357,038.34
-5-
SCHEDULE B
GAINS AND LOSSES ON SALES OR OTHER DISPOSITIONS -PRINCIPAL
Gain Loss
11/16/2007 1905 Sears Automobile
Net Proceeds 14,000.00
Fiduciary Acquisition Value -14,000.00 0.00
11/16/2007 1967 Chrysler Automobile
Net Proceeds 5,000.00
Fiduciary Acquisition Value -5,000.00 0.00
11/16/2007 1992 Cadillac Automobile - 30,000 miles
Net Proceeds 5.000.00
Fiduciary Acquisition Value -5.000.00 0.00
11/16/2007 2002 Dodge Pickup
Net Proceeds 6.000.00
Fiduciary Acquisition Value -6,000.00 0.00
12/19/2007 2,600.0000 shares Verizon Communications
Net Proceeds 115,357.86
Fiduciary Acquisition Value -116,766.00 -1,408.14
12/22/2007 Gun collection -Appraised value
Net Proceeds 2,050.00
Fiduciary Acquisition Value -2,050.00 0.00
TOTAL GAINS AND LOSSES/PRINCIPAL 0.00
LESS LOSS -1,408.14
NET GAIN OR LOSS -1,408.14
-6-
SCHEDULE C
DISBURSEMENTS OF PRINCIPAL
Debts of Decedent
Church of God Home, Inc.
10/25/2007
Account #802767--Room & Board, Laundry
651.29
651.29
49.64
49.64
39.38
39.38
40.00
40.00
85.00
85.00
606.32
606.32
Comcast Cable
10/25/2007
Continuing Care RX
11 /29/2007
Daniel R. Meck
10/25/2007
Eureka Lode F. & A.M. 302
10/25/2007
Reimbursement for lawn care services
Gettel Enterprises, Inc.
11/19/2007
Jason Siepelbaum Gastroenter
10/25/2007 Medical Bill
Account #72900
85.21
85.21
-7-
SCHEDULE C
DISBURSEMENTS OF PRINCIPAL
Continued
PPL Electric Utilities Corporation
10/25/2007 Sept 21-Oct 22, 2007 Service 77.16
for 4545 Mount Zion Drive, Enola
77.16
Verizon
10/25/2007 19.43
19.43
Total Debts of Decedent 1,653.43
Funeral Expenses
Daniel R. Meck
10/25/2007 Reimbursement for Military Service $200.00; 1,545.00
Pastor-Rev. Wathins $150.00; Interment and
Recording Fees $1195.00
1,545.00
Musselman Funeral Home & Creamation Services, Inc.
10/25/2007 Funeral $3,745.00; Casket $2,650.00; Casket 6,879.85
Spray $159.00; Certified Copies $60.00; Obituary
Ad $365.85 Less $100.00
6,879.85
Total Funeral Expenses 8,424.85
Administration Expenses
-8-
SCHEDULE C
DISBURSEMENTS OF PRINCIPAL
Continued
AARP Health Care Options
11/26/2007 Automatic deduction from M & T checking 195.00
account
12/26/2007 Automatic deduction from M & T checking 195.00
account
390.00
Brickers Carpentry
09/21/2009 Invoice dated 9-21-2009 249.00
249.00
Comcast Cable
11 /19/2007 53.08
53.08
Cumberland Law Journal
12/11/2008 Advertised of Estate Notice 75.00
75.00
Daniel R. Meck
05/13/2008 Reimbursement for gas and window covering 30.74
06/23/2009 Reimbursement for lawn care services 50.00
80.74
Foremost Insurance
06/02/2009 Quarterly insurance payment for hazard 562.50
insurance.
08/21/2009 Quarterly insurance payment for hazard 556.50
insurance.
1,119.00
-9-
SCHEDULE C
DISBURSEMENTS OF PRINCIPAL
Continued
Hampden Townshi
01 /07/2008 138.65
04/01 /2008 138.65
07/02/2008 138.65
10/10/2008 138.65
01 /12/2009 138.65
04/06/2009 138.65
07/09/2009 138.65
10/15/2009 138.65
Marie Huber, Tax Collector
07/15/2008 Bill #6634 1,003.12
Map Code #10-14-0839-023A
Marie Huber, Treasurer
04/08/2008 2008 County/TownshipTsxes 289.77
Michael Langan, Tax Collector
07/09/2009 2009-10 Real Estate Taxes 1,028.89
Michael Langan, Treasurer
03/03/2009 Bill #6687 302.26
County/Municipal Taxes for 2009
1,109.20
1,003.12
289.77
1,028.89
302.26
07/09/2009
Lawn Service (3 times) and
Repair Sewer Pipe
202.50
-10-
SCHEDULE C
DISBURSEMENTS OF PRINCIPAL
Continued
202.50
Penn National Insurance
04/13/2008 Premium for hazard insurance 551.00
PPL Electric Utilities
11 /29/2007 141.58
01 /02/2008 247.49
02/04/2008 290.39
02/07/2008 270.21
03/06/2008 237.48
04/07/2008 203.25
04/30/2008 99.65
06/06/2008 35.48
07/02/2008 38.23
08/15/2008 66.22
08/26/2008 45.98
09/25/2008 60.68
12/30/2008 311.95
03/03/2009 212.47
04/06/2009 141.60
05/08/2009 81.39
06/03/2009 24.05
09/04/2009 66.10
09/28/2009 64.78
2,638.98
Register of Wills-Cumberland County
06/09/2008 File Inheritance Tax Return and Inventory
12/11 /2008
30.00
410.00
551.00
440.00
Robert Bricker
07/09/2009
Roof repair
145.00
-11-
SCHEDULE C
DISBURSEMENTS OF PRINCIPAL
Continued
Saidis. Flower & Lindsa
02/20/2008 Reimbursement for Short Certificates 20.00
06/30/2009 Reimbursment for research regarding adverse 169.34
possession $180.00 less 10.66 paid out of the
SFL lolta account
06/30/2009 Reimbursment for research regarding adverse 10.66
possession $180.00 paid out of the Mid Penn
Account and 10.66 paid out of the SFL lolta
account
Stephanie A. Meck
07/15/2008 Reimbursement for April Verizon bill and ADT 1,253.67
security system
12/30/2008 Reimbursement for Plumbing Service 76.00
The Patriot News
12/11/2008 Executor's Notice Advertisement 161.34
Verizon
11 /19/2007 19.06
12/21 /2007 15.25
01 /15/2008 15.89
02/20/2008 16.30
03/19/2008 15.56
05/13/2008 24.26
06/17/2008 29.44
07/15/2008 15.66
08/15/2008 16.76
145.00
200.00
1,329.67
161.34
-12-
SCHEDULE C
DISBURSEMENTS OF PRINCIPAL
Continued
09/15/2008 16.20
10/01 /2008 16.07
12/18/2008 17.48
02/23/2009 15.95
03/20/2009 16.48
04/21 /2009 16.56
05/18/2009 16.56
06/17/2009 16.56
07/13/2009 17.75
08/19/2009 17.23
09/14/2009 16.63
10/15/2009 17.05
368.70
Total Miscellaneous Administrative Expenses 11,737.25
Federal, State, and Local Taxes
Pennsylvania Department of Revenue
12/18/2008
10/16/2009
Estate Income Taxes
Estate Income Taxes
138.00
11.00
Register of Wills, Agent
12/27/2007
06/09/2008
06/30/2009
Additional inheritance taxes
Total Taxes
50,000.00
416.09
269.26
50,685.35
149.00
50,834.35
Fees
-13-
SCHEDULE C
DISBURSEMENTS OF PRINCIPAL
Continued
Saidis. Flower & Lindsa
12/19/2007 Partial Legal Fees
04/13/2008 Partial Legal Fees
06/19/2009 Partial Legal Fees
10/23/2009 Partial Legal Fees
11/24/2009 Final Legal Fees--Future payment
Total Fees
TOTAL DISBURSEMENTS OF PRINCIPAL
4,200.00
4,000.00
3,000.00
5,000.00
3,240.00
19,440.00
19,440.00
92,089.88
-14-
SCHEDULE D
DISTRIBUTIONS OF PRINCIPAL
Daniel R. Meck
05/13/2008 Diamond Ring
08/26/2008 Daniel R. Meck -Partial distribution
10/20/2009 Personal Property
Stephanie Meck
08/26/2008 Stephanie A. Meck -Partial distribution
10/20/2009 Personal Property
500.00
48,447.36
2,250.00
48,447.36
2,250.00
TOTAL DISTRIBUTIONS TO BENEFICIARIES
51,197.36
50,697.36
101,894.72
-15-
PRINCIPAL BALANCE ON HAND
Current Value Fiduciary
10/23/2009 Acquisition
# Units Description or as Noted Value
Cash
Future payment to Saiclis, Flower -3,240.00 -3,240.00
Mid Penn Bank 14,885.60 14,885.60
Total Cash 11,645.60 11,645.60
Assets
Residence at 4545 Mt. Zion Drive, Enola, Pennsylvania 0.00 150,000.00
Total Assets 0.00 150,000.00
11,645.60 161,645.60
-16-
SCHEDULE G
RECEIPTS OF INCOME
Dividend
Lord Abbett
10/25/2007
Oppenheimer Multi St
11 /01 /2007
Pennsylvania Tax Free Trust Class A
Van Kampen PA Value
11/01/2007 1,227.0000 shares
Verizon Communications
11/01/2007 2,600.0000 shares
TOTAL DIVIDEND INCOME
Interest/Bank
M & T Bank
10/26/2007
11 /26/2007
12/26/2007
01 /08/2008
54.81
54.81
17.16
17.16
73.01
73.01
1,118.00
1,118.00
1,262.98
0.26
0.27
0.26
0.10
0.89
Mid Penn Bank
11/08/2007 Interest
23.36
-17-
SCHEDULE G
RECEIPTS OF INCOME
Continued
12/10/2007 Interest 236.54
01 /09/2008 Interest 473.56
02/08/2008 Interest 546.89
03/10/2008 Interest 566.06
04/08/2008 Interest 400.03
05/08/2008 Interest 222.71
06/09/2008 Interest 231.36
07/09/2008 Interest 215.24
08/08/2008 Interest 212.89
09/09/2008 Interest 152.40
10/08/2008 Interest 47.28
11/10/2008 Interest 53.62
12/08/2008 Interest 45.49
01/09/2009 Interest 38.50
02/09/2009 Interest 30.49
03/05/2009 Interest 26.52
04/08/2009 Interest 27.95
05/08/2009 Interest 27.72
06/08/2009 Interest 28.55
07/08/2009 Interest 26.34
07131 /2009 Interest 0.74
08131 /2009 Interest 0.96
09/30/2009 Interest 0.90
3,636.10
TOTAL BANK INTEREST 3,636.99
Other Income
Income from Buyers Forfeiture to Purchase Real Estate
10/16/2009 Residence at 4545 Mt. Zion Drive, Enola,
Cumberland County, Pennsylvania
Tax Parcel #10-14-0839-023A
10,000.00
-18-
SCHEDULE G
RECEIPTS OF INCOME
Continued
10,000.00
TOTAL RECEIPTS OF INCOME
10,000.00
14,899.97
-19-
SCHEDULEI
DISBURSEMENTS -INCOME
Expense /INCOME
Register of Wills-Cumberland County
10/20/2009 Filing fees for the Account and Adjudication 290.00
290.00
TOTAL DISBURSEMENTS OF INCOME
- 20 -
290.00
SCHEDULE J
DISTRIBUTIONS -INCOME
Daniel R. Meck
08/26/2008
Stephanie Meck
08/26/2008
Daniel R. Meck -Partial distribution
Stephanie A. Meck -Partial distribution
1,552.64
1,552.64
TOTAL DISTRIBUTIONS TO BENEFICIARIES
1,552.64
1,552.64
3,105.28
-21 -
INCOME BALANCE ON HAND
# Units Description
Cash
Mid Penn Bank
Current Value Fiduciary
10/23/2009 Acquisition
or as Noted Value
11,504.69 11,504.69
Total Cash 11,504.69 11,504.69
11,504.69 11,504.69
- 22 -
COMBINED BALANCE ON HAND
# Units Description
Cash:
Mid Penn Bank
Current Value Acquisition Value
$ 23,150.29 $ 23,150.29
Assets:
4545 Mt Zion Drive, Enola, PA
Total Assets
150, 000.00 175, 000.00
$ 173,150.29 $ 198,150.29
~~3ti:
AMOUNT TO BE HELD IN ESCROW
In Reserve:
Saidis, Flower & Lindsay
Additional recording fees and taxes $1,000.00
Total Held $1,000.00
.~ ~~~
PROPOSED DISTRIBUTIONS TO BENEFICIARIES
To: Daniel R. Meck
To: Stephanie Meck
Value Amt Received
Residence at 4545 Mt. Zion Drive, Enola, Pennsylvania $150,000.00
All that certain piece or parcel of land, situated in the
Township of Hampden, Cumberland County, Pennsylvania
being known as Lot No. 2 as shown on the Plan of Lots
as laid out by Ross S. Blust and Anna K. Blust, his wife,
on September 11, 1969 and as revised on August 28,
1972 and recorded in the Cumberland County Office of
Deeds in Plan Book 23, Page 81. Being know as Tax
Parcel #10-14-0839-023A. The property is more particularly
bounded and described in Deed Book X-24, Page 178.
Less amount of cash Daniel R. Meck paid Stephanie (63,924.86)
Meck to take title to the property.
Cash
$ 22,150.29
Plus amount of cash Daniel R. Meck paid Stephanie 63,924.86
MecKto take title to the property at 4545 Mt. Zion Drive
$ 86,075.14
$ 86,075.15
-25-
In the Court of Common Pleas of Cumberland County, Pennsylvania
Orphans' Court Division
File No. 21-07-0996
Estate of Russell C. Meck, Deceased
Signature
~.
Dan' I R. Meck, Executor
- 26 -
In the Court of Common Pleas of Cumberland County, Pennsylvania
Orphans' Court Division
File No. 21-07-0996
Estate of Russell C. Meck, Deceased
Verification
Daniel R. Meck, Executor under the Last Will and Testament of Russell C. Meck, Deceased, hereby
declares under oath that he/she has fully and faithfully discharged the duties of his/her 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; that,
to his/her 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 18 Pa. C.S.A. Section 4904 relating to unsworn
falsification to authorities.
_-~~~;~~
Dan' R. Meck, Executor
Dated: ~ Q 12 3 / ~
- 27 -