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HomeMy WebLinkAbout11-25-09X30, 2 so . ~d BEFORE THE REGISTER OF WILLS, COUNTY OF CUMBERLAND, PENNSYLVANIA IN RE: ESTATE OF DOROTHY J. RICHWINE, DECEASED FILE NUMBER 2009-00616 FIRST AND FINAL ACCOUNT OF Francis K. Richwine, Executor For ESTATE OF DOROTHY J. RICHWINE, DECEASED Date of Death: 4/18/2009 Date of Incapacity, if any: None Date of Executor's Appointment: 7/1/2009 Date of First Complete Advertisement: 7/10/2009 Accounting for the period: 4/18/2009 to 11,~~2009 Purpose of Account: The Executor offers this Account to acquaint interested persons with the transactions that have occurred during the Administration. It is important that the Account be carefully examined. Requests for additional information questions or objections can be discussed with: , ran is .Richwine, xecutor 1212 Stratford Drive Carlisle, PA 17013 Tel: (717) 245-2810 c~ c ~ _ ~ -~,, -.,-., -~ ~ ~ V'~ ~ f"" C;~ .,,,~ ~ r -+ ~ i'3 ;,,fit `~ ~ Y~~I ~ ~ .~ :.::C..~ . ` ~ ,~ ~ ~„ +.:~~ 4µ e._~ - v .. ~.~ Sri SUMMARY OF ACCOUNT PRINCIPAL PAGES Receipts 3 $44,380.37 Net Gain on Sales or Disposition N/A ___ $44,380.37 Less Disbursements: Debts of Decedent 4 $4,548.70 Funeral Expenses 4 8,990.51 Administration Expenses 4-5 715.46 Family Exemption N/A Federal, State & Local Taxes N/A -14,254.67 Balance before Distributions 30,125.70 Distributions to Beneficiaries 6 -30,125.70 Principal Balance on Hand 6 0.00 For Information: Investments Made N/A Changes in Holdings N/A INCOME Receipts 7 $ 124.40 Less Disbursements 8 0.00 Balance before Distributions 124.40 Distributions to Beneficiaries 9 - 124.40 Income Balance on Hand N/A 0.00 COMBINED BALANCE ON HAND 0.00 Verification 10 2 PRINCIPAL RECEIPTS Assets Listed in Inventory (Valued as of Date of Death) Common Stocks 662 shares PNC Financial Services, Group, Inc. Personal Effects Jewelry: Ring, Lady's 14KT w/.65CT F/VS Diamond Pearls, 18" single strand graduated Mikimoto cultured Earrings, sterling ea. w/7mm cultured pearl Pearls, 16" single strand black baroque w/sterling clasp Watch, Lady's 18KT Rolex #2609 Cash Advanced by Surviving Spouse TOTAL PRINCIPAL RECEIPTS $24,475.70 4,100.00 500.00 150.00 400.00 500.00 $14,254.67 $44,380.37 3 DISBURSEMENTS OF PRINCIPAL DEBTS OF DECEDENT 6/23/09 Thornwald Home $ 4,548.70 4,548.70 Nursing Home Care FUNERAL EXPENSES 4/22/09 Boiling Springs Tavern 341.81 Funeral luncheon after burial 5/6/09 Ewing Brothers Funeral Home, Inc. 8,548.70 Funeral expenses 7/27/09 Cumberland County Honor Guard 100.00 8,990.51 Military Honors at burial ADMINISTRATION EXPENSES 4/26/09 Pennsylvania Bar Institute 224.00 Fundamentals of Estate Administration How to Prepare the PA Inheritance Tax 7/1/09 Stamps for notice mailings 26.40 7/1/09 Register of Wills, Cumberland County 160.00 Probate Fees 7/7/09 Register of Wills, Cumberland County 5.00 Filing, Disclaimer 7/17/09 The Sentinel 145.06 Executor's Notice 7/24/09 Cumberland Law Journal 75.00 Executor's Notice 11/12/09 Register of Wills, Cumberland County 15.00 Filing, Inventory 11/_/09 Register of Wills, Cumberland County 50.00 Filing, First & Final Accounting 4 11/12/09 Register of Wills, Cumberland County 15.00 715.46 Filing, Inheritance Tax Return TOTAL DISBURSEMENTS OF PRINCIPAL $14,254.67 DISTRIBUTIONS OF PRINCIPAL TO BENEFICIARIES TO: Francis K. Richwine, in satisfaction of gift under Item I of Will 1~/ '09 Jewelry -Ring, Lady's 14kt W/.65 CT F/VS Diamond 4,100.00 t~~ / ~1~9 Jewelry -Earrings, sterling ea. w/7mm cultured pearl 150.00 _~' / `I~` ' 9 Jewelry -Pearls, 16" single strand black baroque w/ 400.00 sterling clasp t U~~09 Jewelry -Watch, Lady's 18KT Rolex #2609 500.00 ~ / 1~9 Jewelry -Pearls, 18" single strand graduated Mikimoto 500.00 cultured TOTAL: TO: Francis K. Richwine and George Michael Richwine, Trustees, in satisfaction of gift under Item III 2 of Will ~~ l ~~09 662 shares PNC Financial Services Group, Inc. TOTAL DISTRIBUTIONS OF PRINCIPAL TO BENEFICIARIES TOTAL PRINCIPAL BALANCE ON HAND 5,650.00 24,475.70 $30,125.70 $ 0.00 6 RECEIPTS OF INCOME PNC FINANCIAL SERVICES GROUP INC. Dividends 662 Shs. 4/24/09 62.20 7/24/09 62.20 TOTAL RECEIPTS OF INCOME $124.40 DISTRIBUTIONS OF INCOME TO BENEFICIARIES TO: Francis K. Richwine and George Michael Richwine, Trustees, in satisfaction of gift under Item III 2 of Will I~/~9 Cash TOTAL DISTRIBUTIONS OF INCOME TO BENEFICIARIES $124.40 ~. Francis K. Richwine, Executor of the Estate of Dorothy J. Richwine, Deceased VERIFICATION FRANCIS K. RICHWINE, Executor of the Will of Dorothy J. Richwine, Deceased, hereby declares under oath that he has fully and faithfully discharged the duties of his office; that the foregoing First and Final Account is true and correct and fully discloses all significant transactions occurring during the accounting period; that all know claims against the Estate have been paid in full; that, to his knowledge, there are no claims 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 filing of the foregoing First and Final Account. This statement is made subject to penalties of 18 Pa. C.S.A. Section 4904 relating to unsworn falsification to authorities. .,- F CIS K. RICHWINE Dated: l t ~ ~ ~ 10 IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA ORPHANS' COURT DIVISION IN RE: ESTATE OF DOROTHY J. RICHWINE, NO. 2009-00616 DECEASED AUDIT NOTICE TO ALL PARTIES IN INTEREST Be advised that the First and Final Account of Francis K. Richwine, Executor of the Estate of Dorothy J. Richwine, a/k/a Dorothy Johnson Richwine, Deceased, has been filed with the Clerk of the Orphans' Court of Cumberland County and will be called for audit by the Court on l _, 20(3, at ~(~ m. prevailing time in Courtroom No. -~ ~ 1 ,Carlisle, Pennsylvania. At the audit, the Executor will present a Petition for Adjudication/Statement of Proposed Dsstnbution asking that the court approve the accounting of the Executor and award the balance for distribution in accordance with the Last Will & Testament of Dorothy Johnson Richwine. IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVA ORPHANS' COURT DIVISION NIA IN RE: ESTATE OF DOROTHY J. RICI~hJ~~INE, DECEASED NO. 2009-00616 IST OF THE NAMES AND ADDRESSES 4F THE PARTIES RECEIVING AUDIT N Francis K. Richwine, Legatee, Gift under Item I of Will 1213 Stratford Drive Carlisle, PA 17013 Francis K. Richwine & George Michael Richwine, Trustees, Gift. under Item III.2. of Will 1213 Stratford Drive Carlisle, PA 17013 DECEDENT'S ESTATE COURT OF COMMON PLEAS OF Cumberland COUNTY, PENNSYLVANIA ORPHANS' COURT DIVISION ESTATE OF Dorothy J. Richwine DECEASE D n `~' No. 2009-00616 1 ~ ~ ~ -~ ~ ~ +.aG.~ ~ C- ~ r ,l r .~ _.~ :.~ C ~ y ; : ~_, PETITION FOR ADJUDICATION / ~ ~ ~ ~;~== rte; STATEMENT OF PROPOSED DISTRIBUTION ~`' `''' `~.~~ PURSUANT TO Pa. O.C. Rule 6.9 ~ , This form may be used in all cases involving the Audit of the Account of a Decedent's Estate. If space is insufficient, riders may be attached. Attach the spouse's election, if any; the papers required under items 8-19 inclusive; and any instrument pertinent to the adjudication. INCL UDE ATTACHMENTS AT THE BACK OF THIS FORM. Name of Counsel: N/A Supreme Court I.D. No.: Name of Law Firm: Address: Telephone: Fax: Form OC-O7 rev. 10.13.06 Page 1 of 10 Estate of Dorothy J. Richwine 1. Name(s) and address(es) of Petitioner(s): lvame: Francis K. Richwine Address: 1213 Stratford Drive Carlisle, PA 17013 Identify any executors or administrators who have not joined in the Petition for Adjudication and Statement of Proposed Distribution and state reason: N/A Deceased Is this the first accounting by this fiduciary? ..................... Yes ~ No If not, identify prior accountings, the accounting periods covered, and the date of adjudication of the prior accounting. 2. Decedent died on April 18, 2009 m Letters Testamentary or Q Letters of Administration were granted to Petitioner(s) on July 1, 2009 Date of Will (if applicable): June 13, 2000 Date(s) of Codicil(s) (if applicable): N/A Date of probate (f different from date Letters granted): N/A Was a bond required? )Yes No If yes, state amount: Are proofs of advertising of the grant of Letters attached? ......... Yes No Dates of advertising of the grant of Letters: Cumberland Law Journal: July 10, 17, and 24, 2009; The Sentinel: July 3, 10, and 17, 2009 Form oc-o~ rev. X0.13.06 Page 2 of 10 Estate of Dorothy J. Richwine Deceased 3. Was decedent survived by a spouse? ............................. Yes No If yes, name of the surviving spouse: Francis K. Richwine 4. Has the surviving spouse filed to take an elective share? ............. Yes No (See Section 2201 et sic . of the Probate, Estates and Fiduciaries Code) If yes, date of election: 5. In the case of an intestacy, state the names of the decedent's surviving children or surviving issue of deceased children (if none, so state): N/A 6. Did decedent marry after execution of Will or Codicil(s)? ........... ~ Yes No Were any children born to decedent after execution of Will or Codicil(s)? ........................................... ® es ®No Y If yes, give names and dates of birth: Name: Date of Birth: 7. If required by the Medical Assistance Estate Recovery Act, N/A 62 P.S. § 1412, was a request for a statement of claim sent to the Department of Public Welfare? ........................... .. Yes No Form oc-o~ ,-ev.10.~3.06 Page 3 of 10 Estate of Dorothy J. Richwine Deceased 8. Written notice of the Audit as required by Pa. O.C. Rules 6.3, 6.7 and 6.8 has been or will be given to all parties in interest listed in item 9 below, all unpaid creditors and all claimants listed in item 10 below. In addition, notice of any questions requiring Adjudication as discussed in item 14 below has been or will be given to all persons affected thereby. A. If Notice has been given, attach a copy of the Notice as well as a list of the names and addresses of the parties receiving such Notice. B. If Notice is yet to be given, a copy of the Notice as well as a list of the names and addresses of the parties receiving such Notice shall be submitted at the Audit together with a statement executed by a Petitioner or counsel certifying that such notice has been given. C. If any person entitled to Notice is not sui juris (e.g., minors or incapacitated persons), Notice of the Audit has been or will be given to the appropriate representative on such party's behalf as required by Pa. O.C. Rule 5.2. D. If any charitable interest is involved, Notice of the Audit has been or will also be given to the Attorney General as required under Pa. O.C. Rule 5.5. In addition, the Attorney General's clearance certificate (or proof of service of Notice and a copy of such Notice) must be submitted herewith or at the Audit. 9. List all parties (charitable and non-charitable) of whom Petitioner(s) has/have notice or knowledge, having or claiming any interest in the estate as beneficiaries under the Will or Codicil(s) or as intestate heirs if there is a complete or partial intestacy: A. State each party's relationship to the decedent and the nature of each party's interest(s): Name and Address of'Each Francis K. Richwine 1213 Stratford Drive Carlisle, PA 17013 in Interest ~ Relationship and Comments, if'an ~ Interest Surviving spouse & legatee Gift under Item I of Will Francis K. Richwine & George Surviving Spouse, Son Gift under Item III.2 Michael Richwine, Trustees & Legatees of Will 1213 Stratford Drive Carlisle, PA 17013 Form oc-Ol rev. 10.13.06 Page 4 of 10 Estate of Dorothy J. Richwine N/A Deceased C. State why a Petition for Guardian/Trustee Ad Litem has or has not been filed for this Audit (see Pa. O. C. Rule 12.4). N/A D. If distribution is to be made to the personal representative of a deceased parry, state date of death, date and place of grant of Letters and type of Letters granted. N/A Form OC-UI rev. IOJ3.06 Page 5 of 10 B. Identify each party who is not sui juris (e.g., minors or incapacitated persons). For each such party, give date of birth, the name of each Guardian and how each Guardian was appointed. If no Guardian has been appointed, identify the next of kin of such party, giving the name, address and relationship of each. Estate of Dorothy J. Richwine 10 11. Deceased Other than the claim for the family exemption, list the names of all known claimants and the amount of their claims and state whether each claim is admitted. N/A Name and Address of Each Claimant Amount of Claim Claim Will Claim Admitted? Be Paid In Full? DYes ~ Yes No ~ No Yes ~ Yes No Q No Yes ~ Yes ~No ~ No Yes ~ Yes No No If the estate is insolvent, attach a schedule setting forth the order of preference under 20 Pa.C.S. § 3392 and the proposed payments. Was family exemption claimed? ................................ Yes No Was family exemption allowed? ................................ Yes ~No Family exemption claimant's name and relationship: Name: Relationship: Form OC-01 rev. 10.13.06 Page 6 of 10 Estate of Dorothy J. Richwine Deceased 12. The amount of Pennsylvania Transfer Inheritance Tax and additional Pennsylvania Estate Tax paid, the date(s) of payment(s), and the interest(s) upon which paid, are as follows: Inheritance Tax Return filed 11/12/2009. No tax due. The Estate tax does no t~~pp 1 y . Payment Interest 13. On the date of death, was the decedent a fiduciary (personal representative, trustee, guardian, agent under power of attorney) or surety on the bond of a fiduciary? ................... ~ yes No If yes, provide the name of the estate, indicate whether an account has been filed and confirmed absolutely and all awards performed, or, in the alternative, how the decedent's estate will be discharged for the decedent's fiduciary administration of the estate. 14. A. Describe in detail any questions requiring adjudication and state the position of the Petitioner(s) as to each question: N/A B. Has notice of the question requiring adjudication been given N/A to the parties identified in Paragraph 9 above? .................. Yes ] No 15. If Petitioner(s) has/have knowledge that a share has been assigned, renounced, disclaimed or attached, provide a copy of the assignment, renunciation, disclaimer or attachment, together with any relevant supporting documentation. N/A Form OC-01 rev. 10.13.06 Page 7 of 10 Estate of Dorothy J. Richwine Deceased 16. Had the decedent been adjudicated an incapacitated person? .......... Yes No If yes, attach a copy of the Order if available; otherwise state the Court, term, number, date, and name of Hearing Judge. 17. A. List or attach a separate list of additional receipts and disbursements since the closing date of the Account. N/A B. Has notice of the additional receipts and disbursements been N/A given to the parties identified in Paragraph 9 above? ............. ~ Yes No 18. If a reserve is requested, state amount and purpose. N/A Amount: Purpose: If a reserve is requested for counsel fees, has notice of the N/A amount of fees to be paid from the reserve been given to the parties in interest? ........................................ ® es ® o Y N If so, attach a copy of the notice. 19. Is the Court being asked to direct the filing of a Schedule of Distribution? .......................... Yes ~ I~To As to real estate only? ........................................ ®Yes ® o N Form OC-O7 rev. 10.13.06 Page 8 of 10 Estate of Dorothy J. Richwine Deceased Wherefore, your Petitioner(s) ask(s) that distribution be awarded to the parties entitled and suggest(s) that the distributive shares of income and principal (residuary shares being stated in proportions, not amounts) are as follows: A. Income: Proposed Distributee(s) Francis K. Richwine & George Michael Richwine, Trustees B. Principal: Proposed Distributee(s) Francis K. Richwine Francis K. Richwine & George Michael Richwine, Trustees Amount/Proportion $124.40 Amount/Proportion $5,650.00 All the Rest & Residue Submitted By: (All petitioners must sign. Add additional lines if necessary): ~C ` Name of Petitioner: Francis K. Richwine Name of Petitioner: Form OG01 rev. 10.13.06 Page (~ Of 10 Estate of Dorothy J. Richwine Deceased Verification of Petitioner (Verification must be by at least one petitioner.) The undersigned hereby verifies * [that he~she of the above-named name of'corporation 1S title and] that the facts set forth in the foregoing Petition for Adjudication /Statement of Proposed Distribution which are within the personal knowledge of the Petitioner are true, and as to facts based on the information of others, the Petitioner, after diligent inquiry, believes them to be true; and that any false statements herein are made subject to the penalties of 18 Pa. C.S. § 4904 (relating to unsworn falsification to authorities). Signature of Petitioner Francis K. Richwine * Corporate petitioners must complete bracketed information. Certification of Counsel - -rr/A The undersigned counsel hereby certifies that the foregoing Petition for Adjudication/ Statement of Proposed Distribution is a true and accurate reproduction of the form Petition authorized by the Supreme Court, and that no changes to the form have been made beyond the responses herein. Signature of Counsel for Petitioner Form OC-Ol rev. 10.13.06 Page 10 of 10