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Home My WebLink About06-30-10 (2)`~`iy~ X39 ~~ In the Court of Common Pleas of Cumberland County, Pennsylvania Orphans' Court Division File No. 21-09-0847 Estate of Mary K. Bowermaster, Deceased Late of Borough of Camp Hill n ~ c;~ --rz ~ ((i n (~'- .ice rj~'1 ~/ f!t~L? First and Final Account ~ f- --~ ,-? .~. ~ t'..~ rt ` ~ 'T7 ~ ` ^:.~ ~' " ' "' ~ . T 1 t r--- Donna M. Ewing ~i N ~, ..,7 ~} Date of Death: Date of Appointment: Date of First Complete Advertisement: Accountins~ for the period: 08/19/2009 09/09/2009 09125/2009 08119!2009 to Purpose of Account: Donna M. Ewing, offers this Account to acquaint interested parties transactions that have occurred during the Administration. It is important that the Account be carefully examined. Requests for additional 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 I.D. No. 06262 the or questions t SUMMARY OF ACCOUNT Estate of Mary K. Bowermaster, Deceased For the period of August 19, 2009 to June 30, 2010 Pages Current Value Proposed Distributions to Beneficiaries" 13 Amount Held in Escrow 14 PRINCIPAL Receipts: This Account 3 Net Gain (or Loss) on Sales or other Dispositions Less Disbursements: Debts of Decedent 4 Funeral Expenses 4-° Administration Expenses 5 Federal, State & Local Taxes 5-E Commissions Fees 6 Family Exemption Balance Before Distributions Transfer to (from) Principal Distributions to Beneficiaries 7 Principal Balance on Hand 8 INCOME Receipts: This Account 9 Net Gain (or Loss) on Sales or Other Dispositions Less Disbursements: 10 Balance Before Distributions Transfer to (from) Income Distributions to Beneficiaries Income Balance on Hand 11 For Information: Investments Made Changes in Holdings COMBINED BALANCE ON HAND 12 Signature Page 15 Verification 16 Fiduciary Acquisition Value 12,439.15 2,000.00 14,439.15 42,654.09 537.48 8,783.21 659.00 1,300.00 4,981.50 16,261.19 26,392.90 12,000.00 14,392.90 141.55 (95.30) 46.25 46.25 14,439.15 SCHEDULE A RECEIPTS OF PRINCIPAL Assets Listed in Inventory (Valued as of Date of Death) X8511 Capital 81ue Cross -Refund of partial premium HCR Manor Care -Refund of prepaid care New York Life Insurance Company - Policy 29590927 New York Life Insurance Company -Policy 29590927 Refund of premium New York Life Insurance Company (2nd) -Policy #30381910 New York Life Insurance Company (2nd) -Policy #30381910 Refund of premium PA Department of Revenue -Refund of overpayment of Inheritance Taxes Tax refund from the Commonwealth of Pennsylvania Total Cash Total Receipts Fiduciary Acquisition Value a2,s5a.o9 42,654.09 Total Receipts of Princip~l a2,s5a.o9 1 15.04'.26 14.70 117.45 -3- SCHEDULE C DISBURSEMENTS OF PRINCIPAL Cameo Hill Fire Contp~py No. 1 08/19/2009 7!27/2009 Transport from residence to Holy Spirit Hospital Heartland Pharmacy of Pennsylvania. LLC 10/13!2009 Customer ID 237680 Holy Snin^t Hos~j~j 08/19/2009 25.00 300.02 50.00 West Shore EMS-BL S 08/1912009 Cali Number 192320W; Patient Number 83210 81 .23 08/19/2009 Call Number 1917051N; Patient Number 83210 61 .23 I I 162.46 Total Debts of Decedent Funeral Exne, Haas I it ~' I' 537.48 Donna Ewing 09/25/2009 Reimbursement for the funeral luncheon ~~ 23 .54 i 230.54 Fast Harrisburg m e a & Cremation Services 09/25/2009 Reimbursement to Donna Ewing 175 .00 -4- SCHEDULE C DISBURSEMENTS OF PRINCIPAL Continued 175.00 Neill Funeral Home. Inc. 08/19/2009 Agreement No. 7412-200503 8,2 10/16/2009 Agreement No. 7412-200503 reimbursement for 13 payment to The Patriot News for the obituary notice. Total Funeral Facoenses ~, i Administration ExDen~ses_ Cumberland County Law Join .,~ii 12111/2009 8,377.67 8,783.21 75.00 Register of Wills 08/19/2009 Petition for Letters Testamentary 5210.00; Will 515.00; 2 Short Certificates 516.00; JCP Fee 510.00; Automation Fee 55.00 12/11/2009 File the Inheritance Tax Retum and Inventory 06/3012010 Filing of the Account and Adjudication 1 416.00 Tfie Patriot News Comoariv 10/13/2009 Advertisement of Estate Notice 16 Total Miscellaneous Administrative Exuenses Federal State. and Local Taxes 168.00 659.00 -5- SCHEDULE C DISBURSEMENTS OF PRINCIPAL Continued Re~jster of ~Ils. Agent 10!28/2009 Prepayment of Inheritance Taxes Total Taxes Fees Saidis. Flower ~ Lindsay 12/11/2009 Legal Fees 05/25!2010 Legal Fees Total Fees TOTAL DISBURSEMENTS OF PRINCIPAL 1.300.00 1,300.00 4,981.50 4,981.50 16,261.19 -6- SCHEDULE D DISTRIBUTIONS OF PRINCIPAL 11/24/2009 Donna Ewing -For the payment of Barbara Ann Bowermaster's expenses as set forth in the Last W and Testament of Mary K. Bowennaster. OS/Z7/2010 Donna M. Ewing, Trustee of the Mary K. Bowennas Trust -Transfer of funds to fund the Trust 12,000.00 TOTAL DISTRIBUTIONS TO 12,000.00 -7- PRINCIPAL BALANCE ON HAND # Units Description i:ash Mid Penn Bank Estate Account Total Cash Current Valule 06/30/2010 '~ or as Noted! '~ Fiduciary Acquisition 14.392.90 14,392.90 14,392.90 -8- SCHEDULE G RECEIPTS OF INCOME M 8~ T Bank Acct #16785169 09121!2009 Interest 0.06 ~~ 0.06 I M & T Bank CD Acct #31003913918652 ~I 09!21 /2009 3 .86 03/19/2010 Interest 2 •58 58.44 M A T Bank CD Acct #31003914375687 09/02/2009 •~ 54.43 M 8 T Bank CD Acct #31003914375695 09/02/2009 .95 9.95 M 8~ T Investment Grouo I, 09/17/2009 Interest 1 .67 ~ 18.67 TOTAL BANK INTEREST I 141.55 I TOTAL RECEIPTS OF INCOME 141.55 -9- SCHEDULEI DISBURSEMENTS -INCOME New York Life Insurance Premium 09/02/2009 Auto from checking acct 16785169 TOTAL DISBURSEMENTS OF INCOME 95.30 95.30 -10- INCOME BALANCE ON HAND # Units Description .Cash Mid Penn Bank Estate Account Total Cash Current Value Fiduciary 06/30/2010 ' Acquisition or as Noted I~ Value 46. 'S 46.25 46. 5 46.25 46.?~5 46.25 -11- COMBINED BALANCE ON HAND Current VahUe Fiduciary 06/30/2014 Acquisition # Units Description or as Nots Value Gash II Mid Penn Bank Estate Account 14,438.5 14,439.15 Total Cash 14,439.15 14,439.15 14,d38.~5 _ 14,439.15 -12- TO: PROPOSED DISTRIBUTIONS TO BENEFICIARIES Current Val~~e 06/30I201~ or as not d ~I i Donna M. Ewing, Trustee of the Mary K. Bowermaster Irrevocable II Trust Total F. Fiduciary Acquisition Value 12,439.15 12,439.15 12,439.15 -13- The Estate of Mary K. Bowermaster Amount Held in Escrow Amount Saidis, Flower & Lindsay tolta Account Escrow Amount 2,000.00 14 In the Court of Common Pleas of Cumberland County, Pennsylvania Orphans' Court Division File No. 21-09-0847 Estate of Mary K. Bowermaster, Deceased _ Signature onna M. Ewing -15- In the Court of Common Pleas of Cumberland County, Pennsylvania Orphans' Court Division File No. 21-09-0847 Estate of Mary K. Bowermaster, Deceased Verification Donna M. Ewing under the Last Will and Testament of Mary K. Bowermaster, Deceased, ereby declares under oath that he/she has fully and faithfully discharged the duties of hislher o ce; that the foregoing Account is true and correct and fully discloses all significant transactions ccurring during the accounting period; that all known claims against the Estate have been paid in ull; that, to hislhsr knowledge, there are no claims now outstanding against the Estate; that all is es 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 foragdir~g Accourrt. This statement is made subject to penalties of 18 Pa. C.S.A. Section 4904 relating to unsvvorn falsification to authorities. nna M. Ewing Dated: ~ ~~ ~''/ C~ -16-