HomeMy WebLinkAbout07-16-10Pa. O.C. Rule 6.12 STATUS REPORT
REGISTER OF WILLS OF Cumberland COUNTY, PENNSYLVANIA
Name of Decedent: John O. Heckman jr
Date of Death: 12/23/2009 File Number: 2009-01208
Pursuant to Pa. O.C. Rule 6.12, I report the following with respect to completion of thei administration of
the above-captioned estate:
1. State whether administration of the estate is complete :.................... ®Yes ~ No
2. If the answer is No, state when the personal representative
reasonably believes that the administr~ition will be complete:
3. If the answer to No. 1 is YES, state the following:
a. Did the personal representative file a final account with the Court? ....... ~ Yes ~ No
b. The separate Orphans' Court No. (if any) for the personal
representative's account is:
c. Did the personal representative state an account
informally to the parties in interest? ............................... ®Yes ^No
d. Copies of receipts, releases, joinders and approvals of formal or informal accounts may be
filed with the Clerk of the Orphans' Court and may be attached to this report.
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Form RW-10 nav 10.13.06
of Person Filbtg this Forne
Capacity: ®Personal RepresentativeCounsel
John R Heckman
N~mce of Person Fiihtg this Form
5024 Kylock Rd
,~d~
Mechanicsburg PA
717-766-6143
Telepiront
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ESTATE OF JOHN O. HECKMAN JR
Summary of Account
Principal
Estate Inventory $14,509.16
Receipts of Income $ '5,446.15
Total Inventory and Income $19,955.31
Less Disbursements
Debts of decedent '~ $7828 72
Funeral expenses !
$1924.31
Administrative Expenses ,
~ 65.00
Fees and Commissions 'x$5000.00
State Taxes ($4921.17
Principal Balance Before Distributions $1110,216.11
Less Distributions to Beneficiaries $1 ~ 0,216.11
Balance $0.0
Estate Inventory
1. PA State Employees Credit Union account # 8248 (IRA) 19 718.22
2. PA State Employees Credit Union account # 8248 (Certificate) 100
539.76
3. PA State Employees Credit Union account # 8248 (Checking) ,
2644
00
4. PA State Employees Credit Union account # 8248 (Savings) .
83
18
5. Teamsters Loca1776 Retirement Pay .
524
00
6. Furnishings/Clothing .
1000.00
Total Estate Inventory Value $14,509.16
Disbursements of Principal
Debts of Decedent
Date Paid
1 / 16/2010 Essex House Management Company (final rent) 1075.1
1/23/2010 Verizon telephone bill 25.319
2/17/2010 Verizon telephone bill 4.1.4
2/25/2010 US Treasury 2009 federal income taxes 6724.Ob
Total Debts $7828.72
Funeral Expenses
1/4/2010 US Military uniform for burial 40035
1/4/2010 Women of Zion funeral luncheon 700E00
1/22/2010 Patriot news Obituary notice 388'
96
1/22/2010 Pastor Houck and Pastor Weaver payments ,.
200
.00
1/14/2010 Church Sexton Payment ,
100'00
3/19/2010 Gingrich Memorials, engraving 13500
Total Funeral Expenses $1924.31
Administration Expenses
2/25/2010 Tax preparation fee 50.0
3/1/2010 Register of Wills fee 15.0
Total Administration Expenses $65.00
State Taxes
3/1/2010 Re ister of Wills A ent
g g PA State Inheritance Tax
4921.17
Total State Taxes
$14921.17
Fees and Commissions
3/15/2010 John R Heckman Executor 4800
00
Reserve Smith Elliot Kearns Tax Service ,
200..00
Total Fees and Commissions $5000.00
Approval of Account,
Release and Indemnification
Re: Estate Of John O Heckman jr
The undersigned is a beneficiary under the Will of John O. Heckman jr and d hires that
the Estate be distributed without the formality of a court accounting.
In consideration of the Executor making distribution without a court accountin ', and
agreeing to be legally bound hereby, the undersigned does hereby:
1. Waive the filing of an account administration of the Estate in any court; I''
2. Declare that the undersigned has examined the attached informal acco t of the
Executor, finds it to be true and correct in all particulars; accept and app ve it
with the same force and effect as if it had been prepared and filed with, 'ted,
adJudicated, and confirmed absolutely by a court of competent jurisdicti n;
3. Warrant that the beneficiaries named in the informal account are the sol parties
in interest in the Estate and entitled to receive the entire distribution th fin
accordance with the said account, and that the undersigned knows of no
outstanding and unsatisfied claims against the Estate; j
4. Release and discharge the Executor, and his heirs and personal represen fives,
from any and all actions, liabilities, claims, and demands relating in any y to
the administration of the Estate and the distribution in accordance with e
attached accounting; ~,
5. Agree to refund to the Executor any portion of the distribution of the and igned
which exceeds the amount of the undersigned's share as the Executor lly
determines;
6. Agree to indemnify and hold harniless the Executor and his heirs, perso
representative, successors and assigns, from and against any claims or li ilities
arising from any cause whatsoever, which the Executor may incur as a t of
the administration of the Estate and its distribution in accordance with thi release
and indemnification agreement.
IN WITNESS WHEREOF, I have hereunto set my hand and seal this ~ da~ of ~`;~
2010
Witness: '~
S~d.~ P ~os.~
J y se
Soci security # 189-660239
State of Maryland
County of Pr; ice -~ovge's
On this, the r3 day- o- f u~~' 2010, before me, a Notary Public, in and for the State of,
Maryland the undersigned officerpersonally
appeared- ~Ta d y R os ~ ,known to me (or satisfactori y proven)
to be the person whose name is subscribed to the within Agreement and
acknowledged that she executal the same for the purposes therein con
IN WITNESS WHEREOF, I hereunto my hand
And official seal, ~
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'9~Fo' mVt7t.'~~'~10:
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Notary Public
My Commission Expires: / ~/ Z ~~ 0 ~ /
(SEAL) ~!,
FRaroc~s AHU~B~v
PRINC QrCApRRCiE'SLCOUNTY
MY89AiMl ~RYLAND
Q9~N EIfPIREB JANUARY 12 2011
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Approval of Account,
Release and Indemnification
Re: Estate Of John O Heckman jr
The undersigned is a beneficiary under the Will of John O. Heckman jr and de~'ires that
the Estate be distributed without the formality of a court accounting.
In consideration of the Executor making distribution without a court accoun '
agreeing to be legally bound hereby, the undersigned `does hereby: ' and
1. Waive the filing of an account administration of the Estate in any court;
2. Declare that the undersigned has examined the attached informal account of the
Executor, finds it to be true and correct in all particulars; accept and app ve it
with the same force and effect as if it had been prepared and filed with, audited,
adjudicated, and confirmed absolutely by a court of competent jurisdretr~n;
3. Warrant that the beneficiaries named in the informal account are the solq' parties
in interest in the Estate and entitled to receive the entire distribution thereof in
accordance with the said account, and that the undersigned knows of no ',
outstanding and unsatisfied claims against the Estate;
4. Release and discharge the Executor, and his heirs and
from an and all actions, ~~0~ representatives,
;~
the administration of the Estate and the~distributionm accordance with tl~ y to
attached accounting;
5. Agree to refund to the Executor any portion of the distribution of the undersigned
which exceeds the amount of the undersigned's share as the Executor finajlly,.,_, _
determines;
6. Agree to indemnify and hold harmless the Executor and his heirs, perso
representative, successors and assigns, from and against any claims or li ilities
arising from any cause whatsoever, which the Executor may incur as a re t of
the administration of the Estate and its distribution in accordance with this release
and indemnification agreement.
IN WITNESS WHEREOF, I have hereunto set my hand and seal this ~ dad of ivy
2010
Witness:
J' ` anzel
Soci security # 168-SI4-1 22
Commonwealth of Pennsylvania
County of ~~6~e1~:.,, of '~,
~ ~~ the~f~010, before me, a Notary Public, in and for th~ State of,
Pennsylvania the undersigned officerpersonally ~
~~~ `~/ ~ ~ ~a ti ~ ~' / ,known to me (or satisfactori~
to be the person whose name is subscribed to the within A Y Proven)
acknowl greement and
edged that she executed the same for the purposes therein contain
IN WITNESS WHEREOF, I hereunto set my hand
And official seal,
~ '~
'(SEAL)
Notary Public ',
My Commission Expires:
(SEAL)
Rlp~on,tNiary PubNa
eoro, cune.~Mnd cowky
Approval of Account,
Release and Indemnification
Re: Estate Of John O Heckman jr
The undersigned is a beneficiary under the Will of John O. Heckman jr and
the Estate be distributed without the formality of a court accounting.
In consideration of the Executor making distribution without a court accoun
agreeing to be legally bound hereby, the undersigned does hereby:
1. Waive the filing of an account administration of the Estate in any court;
2. Declare that the undersigned has examined the attached informal accow
Executor, finds it to be true and correct in all particulars; accept and app
with the same force and effect as if it had been prepared and filed with, ;
adjudicated, and confirmed absolutely by a court of competent jtuisdicti
3. Warrant that the beneficiaries named in the informal account are the soli
in interest in the Estate and entitled to receive the entire distribution thei
accordance with the said account, and that the undersigned knows of no
outstanding and unsatisfied claims against the Estate;
4. Release and discharge the Executor, and his heirs and personal represent
from any and all actions, liabilities, claims, and demands relating in any
the administration of the Estate and the distribution in accordance with tl
attached accounting;
5. Agree to refund to the Executor any portion of the distribution of the and
which exceeds the amount of the undersigned's share as the Executor fin
determines;
6. Agree to indemnify and hold harmless the Executor and his heirs, person
representative, successors and assigns, from and against any claims or lia
arising from any cause whatsoever, which the Executor may incur as a re.
the administration of the Estate and its distribution in accordance with thi
and indemnification agreement.
IN WITNESS WHEREOF, I have hereunto set my hand and seal this
security # 196-48-1
that
and
of the
ive it
parties
of in
to
at of
release
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Commonwealth of Pennsylvania
County of
On this, the `(, day of ~u ~ O l 0, before me, a Notary Public, in and for tl~e State of,
Pennsylvania the undersigned officerpersonally
appeared ~o h n i? ~~ ~r vnc „ ,known to me (or satisfactorily proven)
to be the person whose name is subscribed to the within Agreement and
acknowl~ged that she executed the same for the purposes therein con
IN WITNESS WHEREOF, I hereunto se my hand
And official seal,
~ (SEAL)
Notary Public
My Commission Expires: ',
(SEAL)
co"~~A~n•! of
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Asaocfadon of ~
Approval of Account,
Release and Indemnification
Re: Estate Of John O Heckman jr
The undersigned is a beneficiary under the Will of John O. Heckman jr and de~ires that
the Estate be distributed without the formality of a court accounting,
In consideration of the Executor making distribution without a court accounting, and
agreeing to be legally bound hereby, the undersigned does hereby:
1. Waive the filing of an account administration of the Estate in any court; ~~
2. Declare that the undersigned has examined the attached informal acco t of the
Executor, finds it to be true and correct in all particulars; accept and a ve it
with the same force and effect as if it had been prepared and filed with, edited,
~J~~d, and confirmed absolutely by a court of competent jurisdicti n;
3. Warrant that the beneficiaries named in the informal account are the sol parties
in interest in the Estate and entitled to receive the entire distribution th fin
accordance with the said account, and that the undersigned knows of no ''~,
outstanding and unsatisfied claims against the Estate;
4. Release and discharge the Executor, and his heirs and personal represen 'ves,
from any and all actions, liabilities, claims, and demands relating in any y to
the administration of the Estate and the distribution in accordance with e
. attached accounting;
5. Agree to refund to the Executor any portion of the distribution of the un igned
which exceeds the amount of the undersigned's share as the Executor ly
determines;
6. Agree to indemnify and hold harmless the Executor and his heirs, perso III
representative, successors and assigns, from and against any claims or li ilities
arising from any cause whatsoever, which the Executor may incur as a ult of
the administration of the Estate and its distribution in accordance with thi release
and indemnification agreement. ~~
1N WITNESS WHEREOF, I have hereunto set my hand and seal this ~ da~ of~~
~~,~
GwrL +~
J Ann Powanda
Social security # 172 0-8800
Commonwealth of Pennsylvania
County of (~'R,KS ',
On this, the ftlh day of,2010, before me, a Notary Public, in and for the State of,
Pennsylvania the undersigned officerpersonally
aPP~'~ ~o~N~ POw~tNUq- known to me (or satisfactorily proven)
to be the person whose name is subscribed, to the within Agreement and
acknowledged that she executed the same for the purposes therein containe .
IN WITNESS WHEREOF, I hereunto se~my hand
And official seal,
~ ~ ~r(SEAL)
Notary Public
My Commission Expires: ~ p _/~ _ ~o ~~
(SEAL) Corr-ea~tfi
~ sit.
sw~an~ ~. e,~Y, ~tanlpub+ic
Mr ~ ~. i ii
Approval of Account,
Release and Indemnification
Re: Estate Of John O Heckman jr
The undersigned is a beneficiary under the Will of John O. Heckman jr and de fires that
the Estate be distributed without the formality of a court accounting.
In consideration of the Executor making distribution without a court accounting, and
agreeing to be legally bound hereby, the undersigned does hereby:
1. Waive the filing of an account administration of the Estate in any court;
2. Declare that the undersigned has examined the attached informal accou~t of the
Executor, finds it to be true and correct in all particulars; accept and ve it
with the same force and effect as if it had been prepared and filed with, udited,
~J~~d, and confirmed absolutely by a court of competent jurisdicti n;
3. Warrant that the beneficiaries named in the informal account are the sol parties
in interest in the Estate and entitled to receive the entire distribution th of in
accordance with the said. account, and that the undersigned knows of no ~
outstanding and unsatisfied claims against the Estate;
4. Release and discharge the Executor, and his hens and
Personal representatives,
from any and all actions, liabilities, claims, and demands relating in any ~vay to
the administration of the Estate and the distribution in accordance with tl~e
attached accounting;
5. Agree to refund to the Executor any portion of the distribution of the un I igned
which exceeds the amount of the undersigned's share as the Executor fi lly
determines;
6. Agree to indemnify and hold harmless the Executor and his heirs, perso
representative, successors and assigns, from and against any claims or liabilities
arising from any cause whatsoever, which the Executor may incur as a re ult of
the administration of the Estate and its distribution in accordance with thi~ release
and indemnification agreement.
IN WI'T'NESS WHEREOF, I have hereunto set my hand and seal this ~ da~ of
2010
Witness: ',
~~~~b~ 1 ~ ~ ~~ ~D
I
J e Howe
Social security # 196-$0-7732
__ _ _
-- _ i
State of No Carolina
County of n ',
On this, th day of 010, before me, a Notary Public, in and for the State of,
North Caro ' the undersigned offCel',personally
~~~ ~! I'1~J ~l~ ,known to me or satisf
to be the person whose name is subscribed to the within A ( actonl~y proven)
acknowledged that she executed the same for the greement and
P~~s therein contain
IN WITNESS WHEREOF, I hereunto my hand
And official seal,
'' (SEAL)
Notary Public
My Commission Expires: '~
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Approval of Account,
Release and Indemnification
Re: Estate Of John O Heckman jr
The undersigned is a beneficiary under the Will of John O. Heckman jr and desires that
the Estate be distributed without the formality of a court accounting,
In consideration of the Executor making distribution without a court accounting, and
agreeing to be legally bound hereby, the undersigned does hereby:
1. Waive the filing of an account administration of the Estate in any court;
2. Declare that the undersigned has examined the attached informal account of the
Executor, finds it to be true and correct in ail particulars; accept and ap ve it
with the same force and effect as if it had been prepared and filed with, 'ted,
adjudicated, and confirmed absolutely by a court of competent jurisdicti n;
3. Wan~ant that the beneficiaries named in the informal account are the sol parties
in interest in the Estate and entitled to receive the entire distribution th fin
accordance with the said account, and that the undersigned knows of no
outstanding and unsatisfied claims against the Estate;
4. Release and discharge the Executor, and his heirs and personal representatives,
from any and all actions, liabilities, claims, and demands relating in any y to
the administration of the Estate and the distribution in accordance with tle
attached accounting;
5. Agree to refund to the Executor any portion of the distribution of the un I igned
which exceeds the amount of the undersigned's share as the Executor fiinily
determines;
6. Agree to indemnify and hold harmless the Executor and his heirs, perso
representative, successors and assigns, from and against any claims or ' ilities
ansmg from any cause whatsoever, which the Executor may incur as a t of
the administration of the Estate and its distribution in accordance with thi release
and indemnification agreement.
IN WITNESS WHEREOF, I have hereunto set my hand and seal this L~~' of~J~
2010
Witness:
Jan Rickenbach
Social security # 206-
Commonwealth of Pennsylvania
County of Sn y d u'
~ this, the~lay ofJ~,2010, before me, a Notary Public, in and for tl~e
Commonwalth of, Pennsylvania the undersigned offiCerpersonally
appeared ~ ~ ~ ~ ~^ ba ~ ti ,known to me (or satisfactori~
to be the y proven)
person whose name is subscribed to the within Agreement and
acknowledged that she executed the same for the purposes therein contain
IN WITNESS WI-ffi1tEOF, I hereunto se~my hand
And official seal, '
II
(SEAL)
Notary Public
My Commission Ex fires: 3/ I o
P /nay , ~ /~
(SEAL) ~Ma uL'TM F PENNSYWAN
NOMrlat ~I
Anna Mae Runt, Notary Publle
Went Perry TWp.. Snyder County
My Commlaaion F.xpins May 312012
Member, Psnnayhrania Aasoc(a~on of Note