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Home My WebLink About07-01-10_ _r r __ In the Court of Common Pleas of Cumberland County, Pennsylvania Orphan's Court Division File No. 21-09-0109 O 31, og~ . i3 Estate of James E. Poe, Deceased Late of Township of South Middleton First and Final Account Patricia A. Kough, Executrix Date of Death: 01/21/2009 Date of Incapacity, if any: None Date of Executri~t's Appointment: 02/03/2009 Dates of Advertisement - Cumb. Law Journal: 02/13; 02/20; 02/27/2009 Dates of Advertisement -The Sentinel: 02/11; 02/18; 02/25/2009 Accounting for the period: O1 /21 /2009 to 06/30/2010 Purpose of Account: Patricia A. Kough, Executrix, oilers this Account to acquaint interested parties with the transactions that have occurred during the administration of the estate. It is important that the Account be carefully examined. Requests for additional infgr~nation, questions or objections can be discussed with: ~' 0 ~I r~ ~ r ~~ ~ James M. Robinson, Esquire ~ ~c ", 28 South Pitt Street ~ ~ ~ -a Carlisle, PA 17013 ~ ~ w Telephone: (717) 245-9688 ~~., o Facsimile: (717) 245-2165 . Supreme Court ID No. 84133 _, ~: ..~ ~-; { ~.p .} t'^;' 1'T~'; ~r"1 ,'r 3 SUMMARY OF ACCOUNT Estate of James E. Poe, Deceased For the period of January 21, 2009 through June 30, 2010 Pages Current Value Proposed Distributions To Creditors 10-11 10,459.04 To Beneficiaries 11 0.00 Total Proposed Distributions PRINCIPAL Receipts 3 31,086.13 Net Gain (or Loss) on 0.00 Sales or Disposition Less Disbursements: Debts of Decedent 4 - 5 2,210.90 Funeral Expenses 5 6,190.72 Administrative Expenses 5 - 7 5,654.47 Federal, State & Local 7 571.00 Taxes Commissions 7 0.00 Fees 7 6,000.00 Family Exemption 0.00 Balance on Hand $ 10,459.84 $ 31,086. ~ 3 20 627. 9 $ 10,459. 2 SCHEDULE A RECEIPTS OF PRINCIPAL Assets Listed in Inventory Pjresent (Valued as of Date of Death ~Talue Cash Wachovia Bank, N.A. -Acct. No. 3000038191182 1,657.59 ', Wachovia Bank, N.A. -Acct. No. 1000324175076 3,000.00 Subscriber refund from The Patriot News 219.60 Subscriber refund from Comcast Cable 12.55 Subscriber refund from F + WPublishing-Numismatic News 24.00 Subscriber refund from The Cazlisle Sentinel 117.75 Senior Bonus from USAA 113.79 Refund from Embazq 17.51 Refund from F + W Publishing-Coins Magazine 58.48 ', Refund from USAA 2.55 Refund from USAA -Flood Insurance 200.00 Refund from USAA 92.14 Refund Overpayment from Wachovia Bank 90.24 Refund from USAA -Homeowner's Insurance 1,024.09 Department of the Treasury -Refund for 833.05 '~ 2009 Personal Income Tax return Net Proceeds from sale of Residence located at 22,497.79 ', 410 Pine Road, South Middleton Township, as Described in Deed Book A, Volume 31, Page 748; Tax parcel identification number 40-30-2642-027: Sale Price $120,000.00 Mortgage Balance - 86,203.71 Closing Costs - 9,298.50 Total Cash 29,961.13 Personal Proae 1992 Buick 500.00 Television 350.00 Refrigerator and Freezer 175.00 Miscellaneous Personal Property 100.00 Total Personal Property ', 1,125.00 TOTAL RECEIPTS 31,086.13 3 SCHEDULE C DISBURSEMENTS OF PRINCIPAL Debts of Decedent American Express 01/12/10 Through West Asset Management 586.80 ', Settle claim $5,358.94 @ 10.95% I~ 586.80 Boiling Springs Animal Hospital 02/09/09 Medications and boarding 102.25 102.25 Discover Financial Services 01/25/10 Settle claim $5,180.10@10.95% 567.22 567.22 E bars 02/24/09 34.92 34.92 Met-Ed 02/24/09 254.00 254.00 Sears Credit Cards 01/06/10 Through DCM Services/Citibank 414.07 Settle claim $3,781.49 @ 10.95% ', 414.07 South Middleton Township Municipal Authority 05/11/09 80.30 08/03/09 73.00 153.30 4 SCHEDULE C DISBURSEMENTS OF PRINCIPAL Continued Waste Management 02/24/09 47.43 05/27/09 50.91 98.34 Total Debts of Decedent 2,210.90 Funeral Expenses Ewing Brothers Funeral Home. Inc. 10/06/09 6,190.72 6 190.72 Total Funeral Expenses ~ 6,190.72 ADNIINISTRATION EXPENSES Cumberland Law Journal 02/04/09 Publish Estate Notice 75.00 75.00 Elwood & Associates 03/19/09 Prepare 2008 Income Tax Returns 170.00 170.00 James Jedlowski 10/06/09 Pre-settlement repairs to 410 Pine Road 350.00 350.00 5 ', SCHEDULE C DISBURSEMENTS OF PRINCIPAL Continued John Hancock Life Insurance Co. 05/05/09 Reimburse Retirement Fund Payment 1,125.66 ', Made after Decedent's date of death 1,125.66 Krivenko Renovations 06/22/09 Remove debris from 410 Pine Road 240.77 240.77 Met-Ed 03/27/09 285.42 05/11/09 138.89 05/19/09 51.47 ~ 06/22/09 33.34 07/20/09 20.68 '~ 08/20/09 30.63 02/16/10 Through United Collection Bureau 26.75 '~, 587.18 Recorder of Deeds 03/25/09 Copy of Deed to 410 Pine Road 2.00 ', j 2.00 Register of Wills 02/03/09 Probate Fee & Short Certificates 314.00 10/14/09 Inheritance Tax Filing Fee 15.00 ~! 06/30/10 First & Final Acct. Filing Fee 130.00 j 459.00 Robert C. Cairns, Tax Collector 03/19/09 2009 Municipal Property Tax 398.88 398.88 The Sentinel 03/19/09 Publish Estate Notice 219.40 219.40 6 ~' i SCHEDULE C DISBURSEMENTS OF PRINCIPAL Continued Wachovia Bank, N.A. 02/11/09 Reclamation from Defense Finance & 2,026.58 Accounting Svc. -Unearned Benefit ' 2 026.58 Total Administrative Ezpenses ' 5,654.47 FEDERAL, STATE & LOCAL TAXES United States Treasury 04/14/09 2008 Federal Income Tax of Decedent 571.00 j 571.00 Total Taws 571.00 COMMISSIONS (None) ' FEES I, Turo Law Offices 10/26/09 Legal Fees 6,000.00 ' 6,000.00 Total Fees 6,000.00 i TOTAL DISBURSEMENTS OF PRINCIPAL $ ',20,627.09 7 SCHEDULE D DISTRIBUTIONS OF PRINCIPAL No distributions have been made to any Beneficiaries of this Estate 8 PRINCIPAL BALANCE ON HAND Description Cash Estate Account 10.459.04 10,459.04 Total Assets on Hand ;10,459.04 9 PROPOSED DISBURSEMENTS TO CREDITORS Claim/ Piroposed Creditor Account Number Balance Di t ibution Bank of America/ 749-90720-0173-94 $14,717.22 $ 1,723.28 FIA Card Services NA ' DES-014-02-03 Estate Department 1000 Samoset Drive Wilmington, DE 19884 Bank of America/ 5329-0315-3465-1391 18,103.86 2,h 19.82 FIA Card Services NA DES-014-02-03 Estate Department 1000 Samoset Drive ', Wilmington, DE 19884 Chase Card Services 5680-3025-7369-6461 $ 2,804.20 X28.38 PO Box 15298 Wilmington, DE 19850-5298 Chase Card Services 5544-5520-3093-2794 3,914.86 458.43 PO Box 15298 Wilmington, DE 19850-5298 Citicorp Credit Services/ 5424-1805-0867-6407 5,991.06 701.53 Academy Collection Svc. 10965 Decatur Road Philadelphia, PA 19154-3210 Citibank/Sears Credit/ 5049-9481-3717-8408 6,473.95 x/58.07 Phillips & Cohen Assoc. 1002 Justison Street Mail Stop: 833 Wilmington, DE 19801 Pentagon FCU 154534-01-75-1 4,387.37 913.76 West Asset Management PO Box 956842 St. Louis, MO 63195 10 PROPOSED DISTRIBUTIONS Continued TO CREDITORS Claim/ Pr posed Creditor Account Number Balance D' 'bution Pentagon FCU 4233-2700-0028-8258 14,905.14 1,745.27 West Asset Management PO Box 956842 St. Louis, MO 63195 USAA Fed. Savings Bank/ 5491-2371-1097-0780 18,024.35 2;110.50 West Asset Management 7171 Mercy Road ', PO Box 6183 Omaha, NE 68106-0183 ', Total Claims & Disbursements $89,322.01 $10458.70 NOTE: All distributions are calculated at 11.709% of the value of the claim. TO BENEFICIARIES Because of the insolvent nature of the estate, no distribution to Beneficiaries is being p~oposed. ~' \ I! Date: V ^~'~ ~D By: Patricia A. Kough, Executrix of the Estate of James E. Poe, Deceased 11 In the Court of Common Pleas of Cumberland County, Pennsylvania Orphan's Court Division File No. 21-09-0109 Estate of James E. Poe, Deceased Late of Township of South Middleton VERIFICATION PATRICIA A. KOUGH, Executix of the Last Will and Testament of JAMES E~ POE, Deceased, hereby declares under oath that she has fully and faithfully discharged the d ties of her office; that the foregoing First and Final Account is true and correct and fully distil ses all significant transactions occurring during the accounting period; that all known claims ainst the Estate have been paid in full or are included in the Schedule of Proposed Distributions o Creditors; that, to her knowledge, there are no claims outstanding against the Estate o er than those included in the Schedule of Proposed Distributions to Creditors; that all taxes p sently due from the Estate have been paid; and that the grant of Letters Testamentary and the first omplete advertisement thereof occurred more than four months before the filing of the foregoi#~ First and Final Account. This statement is made subject to penalties of 18 Pa.C.S. § falsification to authorities. PATRICIA A. KOUGH Dated: _ ~ r~ ~~' ~ ~ 12