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Home My WebLink About01-25-10 (2),. ., FIRST AND FINAL ACCOUNT OF RONALD CORNIER, E30::CUTOR FOR THE ESTATE OF JOSEPH FERNANDES, DECEASED OF CUI~ERLAND COUNTY - NO. 2008-01164 Date of Death: 10/12/2008 Date of Executor's Appointment: 11/24/2008 The Estate advertisements were in the following publications on the following dates: A. Cumberland Law Journal 12/5/2008 c7 Q _A 12/12/2008 s ° 12/19/2008 `~~rQ,, i °`Cm fV B. The Sentinel '`~~~ o ' ~ 12/9/2008 ~ 1 ~ ~ 12/16/2008 a~ ~„~ 12/23/2008 .~ Accounting for the Period: From November 24, 2008 to September 30, 2009. Purpose of Account: Ronald Cormier, Executor, offers this account to acquaint interested parties with the transactions that have occurred during his administration. The Account also indicates the proposed distribution. :~J Rj.T'j ~1 !_l ~' ~ ..: <.~ _r_r n c;_,~ _,,. ' '; C," ~---, .;-, __{ S .'_ It is important that the account be carefully examined. Requests for additional information or questions or objections can be discussed with: Kendra A. Mohr, Counsel Pannebaker and Mohr, P.C. 4000 Vine Street Middletown, PA 17057 (717) 944-1333 1 1 SUM~IRY OF ACCOUNT Principal Recei is Receipts/Assets Add: Income/Interest $72,576.52 28.91 Total Assets Less Disbursements: Debts of the Decedent $ 7,808.27 Administration and Funeral Expenses 12,596.14 Taxes 38,828.21 Fees 7,221.32 Total Disbursements Balance Before Distributions/Transfers Distributions Reserved cash for filing fees, Administrative expenses, and Attorney Fees. Balance Before Distributions Distribution to Beneficiaries Balance After Distributions $ 72,605.43 - 66,453.94 $ 6,151.49 - 1,842.90 $ 4,308.59 - 4,308.59 $ 0.00 2 ~ .. ..., _., ~ .. ors ~ n . ,~ ,n. n do! a ,t w. ~ 4.... a #Sym~tr.~. ~«ci :... .S'~' . ~-~,., ai RECEIPT OF ASSETS: Sovereign Bank Account $ 20,299.79 M&T Bank Account 4,259.79 Pentagon FCU Account 47,205.86 Verizon- refund g,Og Sale of Paper Bills / Coins 48.00 PA Department of Revenue 2008 Personal Income Tax Refund 225.00 U.S. Treasury- 2008 Personal Income Tax Refund 529.00 TOTAL ASSETS $72,576.52 INTEREST INCOME Citizens Bank Interest $ 3.61 Citizens Bank Interest 7,81 Citizens Bank Interest 4.49 Citizens Bank Interest 3,gg Citizens Bank Interest 1.73 Citizens Bank Interest 1.83 Citizens Bank Interest 1.78 Citizens Bank Interest 1.84 TOTAL INCOME $ 28.91 3 DEBTS PPL Electric Utilities $ 82.06 Wesley Park Townhouses 660.00 PPL Electric Utilities 35.00 Comcast 75.96 Sovereign Bank- U.S. Treasury Reclamation of Benefits paid after death 6,955.25 TOTAL DEBTS ADMINISTRATION AND FUNERAL EXPENSES The Sentinel- Estate Advertisement $ 190.54 Funeral expense 5,360.00 Cumberland County Register Of Wills- Probate Fee 114.00 Postage 8.15 Cumberland County Legal Journal- Estate Advertisement 75.00 Postage 3.21 Vital Records- Death Certificates 9.00 Citizens Bank- Check Order 3.38 Reimburse administration Expenses- Alice Janik 512.34 4 $ 7,808.27 ,. f ~r :.: ~ ~~; Reimburse administration Expenses- Cheryl Pierce Reimburse administration Expenses- Ron Cormier Steven W. Fahnestock, CPA Personal Income Tax Preparation Cumberland County Register Of Wills- filing fee Cumberland County Register Of Wills- Additional Probate Fee 4,313.51 1,702.01 200.00 30.00 75.00 TOTAL ADMINISTRATIVE AND FUNERAL EXPENSES $12,596.14 TAXES PA Inheritance Tax $ 23,298.22 PA Inheritance Tax Reimbursement- Gary Endres 15,529.99 TOTAL TAXES $38,828 21 FEES Pannebaker & Mohr, P.C. $ 3,592.50 Legal fees through 2/16/09 Ronald Cormier- Executor Fee 3,628.82 TOTAL FEES $7,221.32 5 4 yi <.; ; ~. 4 .a o :. d Y na'~YRC~~~ RESERVED FOR ADMINISTRATION EXPENSES AND FEES Register of Wills - Estimated Filing Fees, for First & Final Account & Releases Pannebaker & Mohr, P.C. - Balance due for Attorney's Fee Pannebaker and Mohr, P.C.- Reimbursement for cost paid in behalf of the Estate for: postage, copying of First and Final Acct., Releases Total Reserved For Administrative Expense and Fees $ 25.00 1,750.00 67.90 $ 1,842.90 ESTATE OF JOSEPH FERNANDES PROPOSED DISTRIBUTION TO RESIDUARY HEIRS Name & Address Amount or Share Distribution Of Beneficiary Of The Estate Cash Shirley Fernandes St. Pierre 40$ Remainder $1,723.48 133 Ruth St New Bedford, MA 02744 Linda Fernandes Cook 21 Desautel St New Bedford, MA 02745 5.95$ Remainder $ 235.01 Carol Fernandes Souza 201 Old Strawberry Hill Rd Hyannis, MA 02601 Patricia Fernandes Simas 31 Mendall Rd Acushnet, MA 02743 5.45 Remainder $ 235.01 5.45 Remainder $ 235.01 6 i ~ ::~ ~ F x •. .., ~,..,,.~ _~;,~ ~~ ~ ~ ~~~~n, ,..,~ ~, -~ ., Roy Fernandes 5.95$ Remainder $ 235 01 10509 Cedar Forrest Cir . Clermont, FL 34711 Cheryl Fernandes Pierce 5.45$ Remainder $ 235 01 175 Beeden Rd . Westport, MA 02790 Edward Fernandes 5.45$ Remainder $ 235.01 PO Box 289 Moira, NY 12957 Garry Fernandes 5.45$ Remainder $ 235 01 311 Lowry Rd . Erie, PA 16511 Elaine C. Halle 5.45$ Remainder $ 235.01 36 Hart Ave Buchannon, WV 26201 Ronald Cormier 5.45$ Remainder $ 235.01 4 Arrow Ln Acushnet, MA 02743 Alice G. Janek 5.45$ Remainder $ 235.01 21 Pershing Ave Acushnet, MA 02743 Doreen Demello 5.45$ Remainder $ 235.01 5296 Freeport Dr Spring Hill, FL 34606 TOTAL FOR DISTRIBUTION $ 4,308.59 Respectfully Submitted: c 9 D to Ronald Cormier, Executor 7 -.. ~„L.. =`.. ~u, "-'~"s z..Z. sl~rv.«S.. ~~ tid~3T~.N1 'K. .. >'..~. .x ~ f . ~' IN THE ORPHANS' COURT IN AND FOR THE COUNTY OF CU148ERLAND AND STATE OF PENNSYLVANIA ESTATE OF JOSEPH FERNANDES, DECEASED NO. 2008-01164 CERTIFICATE OF MEMBER OF BAR AND NOW, TO WIT, this 3o day of ~,~}}~~yl}~f 2009, this is to certify that the undersigned, Kendra A. Mohr, a practicing attorney, being familiar with the administration of the above-captioned Estate and having examined the items of credit and debit set forth and contained in the foregoing First and Final Account of Ronald Cormier, Executor of the Estate of Joseph Fernandes, Deceased, certifies that according to her knowledge, information and belief, all such items are true and correct without any exceptions whatsoever. Kendra A. Mohr, Esquire Pannebaker & Mohr, P.C. I.D. # 200829 4000 Vine Street Middletown, PA 17057 (717)944-1333 8 .G ,:,' . DECLARATION OF EXECUTOR Ronald Cormier, Executor of the Estate of Joseph Fernandes, Deceased, hereby declares under oath [penalties of perjury] 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 known claims against the Estate have been paid in full; that to his knowledge, there are no claims now outstanding against the Estate; and that all taxes presently due from the Estate have been paid. Ronald Cormier, Executor of The Estate of Joseph Fernandes SWORN and subscribed to This ~y~'~-(1 day of No ary Public 9 . _, ;~ g.. -- ~ ~ ~ . er ~, . ~ ~ ..