HomeMy WebLinkAbout06-24-10 (2)
FIRST AND FINAL ACCOUNT OF JUDITH A. HOCKENSMITI~
EXECUTRIX OF THE LAST WILL AND TESTAMENT OF
FRANCES E. HOCH, LATE OF 210 BIG SPRING ROAD, NEWVIL~.E,
CUMBERLAND COUNTY, PENNSYLVANIA, DECEASED
DATE OF DEATH: LETTERS TESTAMENTARY ~`
23-Dec-09
FILE NO.:
21-10-0090
CUMBERLAND ~AW JOURNAI
Feb. 12, 19 26, 2010
THE SE INEL
Feb. 10, 17 24, 2010
PRINCIPAL RECEIVED -REAL ESTATE
Accountant charges herself with the following principal amounts received:
Date
2009
~~ ^ ~.,~
:.~ r
i;:a ^ ~
.~ ~
N
Gi
O
c
x
N
-v
3
w
T
~~ ..~ ~::
~^ ;:
=Fi
c,~~ ~_
c
Y' ~~
.~ a
-,-,
23-Dec 465 Shippensburg Road, Newville, PA 17241
Decedent's Former Personal Residence
Sold March 31, 2010 -Gross Sale Price:
TOTAL PRINCIPAL RECEIVED -REAL ESTATE:
PRINCIPAL RECEIVED -PERSONAL PROPERTY
Accountant charges herself with the following principal amounts received:
Date
2009
23-Dec Adams County National Bank:
CD No.: 900043201162 -Burial Fund
(Account Passed Directly to Funeral Home)
Accrued Interest to Date of Death
155,000.00
3,904.00
0.41
Page 1 of 7
23-Dec Funds for Checks Cleared After Death in Joint Accounts:
Adams County National Bank: 147.26
Checking Account No.: 135321
(Account Jointly Owned with Judith A. Hockensmith)
F&M Trust Company: ~ 509.63
Checking Account No.: 35-22806 ',
(Account Jointly Owned with Judith A. Hockensmith) ~',
I
2010
4-Jan Pension Benefit -Amalgamated Life I,
Direct Deposit to Checking Account No.: 135321 I 66.88
4-Jan Pension Benefit -Unite Here
Direct Deposit to Checking Account No.: 135321 ~~~
~I 114.64
4-Feb Refund: Blue Cross II' 561.93
12-Mar Gross prceeds from auction of household personal property II 9,244.00
23-Mar The Amalgamated Life Insurance Company ~'~,
Union Life Insurance Benefit ~ 503.16
TOTAL PRINCIPAL RECEIVED -PERSONAL PROPERTY:
I
i 1 ,0 1. 1
INCOME RECEIVED ~
Accountant charges herself with the following income amounts received:
Date ~I
2009 0.00
2010 !I 0.00
TOTAL INCOME RECEIVED ~ n
Page 2 of 7
~__ _ -
DISBURSEMENTS
Accoutant claims credit for the following amounts paid:
Date
2009
23-Dec Checks Cleared After Death:
Adams County National Bank:
Checking Account No.: 135321
1/7/10')#1407 -Paster Phil Steele -Funeral Service
1/26/10 ~#1406 -Black's Water Conditioning -Rental
23-Dec Checks Cleared After Death:
F&M Trust Company:
Checking Account No.: 35-22806
12/24/09 ~/ No. 330 - PP&L
1/1/10 ~ No. 331 -Green Spring First Church of God -
For Funeral Service
1/7/10 ~ No. 332 -Big Spring Pharmacy - Deductable
1/13/10 ~ No. 333 -Century Link -Telephone
i/26/10 ~ No. 334 - PP&L
23-Dec Adams County National Bank:
CD No.: 900043201162 -Burial Fund
(Account Passed Directly to Funeral Home)
2010
10-Feb Charles Smith -Trash Hauling
10-Feb Century Link -Telephone
18-Feb Millenniu Pharmacy
18-Feb Register of Wills - Probate Fee
Reimburse Frey & Tiley
18-Feb Register of Wills -Short Certificates
Reimburse Frey & Tiley
23-Feb Charles Smith -Trash Hauling
3-Mar Erie Insurance Group (Homeowner's Insurance)
3-Mar PP&L
125.00
22.26
32.43
200.00
205.64
33.11
38.45
3,904.41
60.00
33.11
3.89
307 SO
12.00
65.00
137.00
45.10
Page 3 of 7
15-Mar Century Link -Telephone
12-Mar Auctioneer's Commission -Advertising
Personal Property Sale
15-Mar Green. Ridge Village -Nursing Home Care
15-Mar Cumberland Law Journal -Advertising
Reimburse Frey & Tiley
17-Mar Register of Wills, Agent
Payment on Account of Inheritance Tax
17-Mar The Sentinel -Advertising
Reimburse Frey & Tiley
28-Mar PP&L
31-Mar Ace Chem-Dry - Capet Cleaning -Prepare House for Sale
31-Mar Costs of Sale of Real Estate:
465 Shippensburg Road, Newville, PA 17241
Realty Transfer Tax
Year 2010 County & Township Real Estate Tax
Less Tax Pro-Ration for 2010 Cty. & Twp. Tax
Less Tax Pro-Ration for 2009-10 School Tax
31-Mar Cash -Payments to workers for help in disassembling house,
and organizing personal property for sale.
9-Apr PP&L
12-Apr Refund -Century Link
12-Apr Refund -Erie Insurance
12-Apr PA Department of Public Welfare
Estate Recovery Program
25-May Green Spring First Church of God
Memorial Gift -Funeral Services
28-May Filing Fee for Inheritance Tax Return
28-May Executrix Commission to Judith A. Hockensmith
24-Jun Frey & Tiley -Attorney's Fees
24Jun Register of Wills - Filing Fee for Account
33.11
2,784.20
1,176.14
75.00
6,650.00
18754
27.11
344.62
1,550.00
298.33.
(225 S8)
(402.45)
1,550.00
12.40
(2.08)
(109.00)
3,361.02
100.00
15.00
Waived
6,000.00
180.00
Page 4 of 7
??? Refund, Overpayment of Pennsylvania Inheritance Tax
TOTAL DISBURSEMENTS
RECAPITULATION
Total Principal Received -Real Estate
Total Principal Received -Personal Property
Total Income Received
Total Receipts
Less Total Disbursements
Balance for Distribution
PROPOSED
SCHEDULE OF DISTRIBUTION
1) Robert L. Hoch -Step-Son of Decedent
5802 Bob Bullock Lp C1
Box 3280-116
Laredo, Texas 78041
Specific Bequest of $25,000.00, pursuant to paragraph 3rd
of the Last Will and Testament:
Specific Bequest to Robert L. Hoch
Payment to Robert L. Hoch on account of specific bequest:
Specific Bequest to Robert L. Hoch lapses entirely
pursuant to 20 Pa.C.S. §3541 as Balance available
for distribution is less than value of Specific Devise
of Real Estate to Judith A. Hockensmith
Amount of Specific Bequest Lapse:
(12255)
', ,707.71
155,000.00
III 15,051.91
I
0.00
~ 170,051.91
28,707.71
141,344.20
0.00
~ All
Page 5 of 7
2) Judith A. Hockensmith -Daughter of Decedent
363 Green Spring Road
Newville, Pennsylvania 17241 ~!,
Specific Devise of 465 Shippensburg Road, Newville, I~~
Pennsylvania, pursuant to paragraph Sth
of the Last Will and Testament: I~~
I
Specific Devise to Judith A. Hockensmith
Payment to Judith A. Hockensmith on account of specific devise: ~'~
Specific Devise to Judith A. Hockensmith receives ~I
priority pursuant to 20 Pa.C.S. §3541 as balance available ~!
for distribution is less than value of Specific Devise
of Real Estate to Judith A. Hockensmith i
Amount of Specific Devise Lapse:
Sole Residuary Beneficiary pursuant to paragrpph 6th
of the Last Will and Testament:
Insufficient Non-Specifically Gifted Assets,
Residuary Gift Lapses:
Distributions:
May 28, 2010 -Partial Distribution:
Final Distribution Upon Confirmation of Account:
155
141,344.20
13,655.80
0.00
', 110,000.00
31,344.20
141344.20
Page 6 of 7
COMMONWEALTH OF PENNSYLVANIA
SS.:
COUNTY OF CUMBERLAND
i
Before me, the undersigned officer, personally appeared Judith A. Ho
Executrix of the Last Will and Testament of Frances E. Hoch, Deceased, who, being d
according to law, desposes and says that the foregoing First and Final Account and Pro
are true and correct to the best of her knowledge, information and belief. II
Sworn to and subscribed before me
this~5lday of 7"u,r,,,e,, x010
~MBha
~~:~
r-~-~,..,r~ ..
~:
r
sworn
~ed Schedule
Page7of7