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Home My WebLink About00-0698 BANGS LAW OFFICE 429 SOUTH 18TH STREET CAMPHILL,PA 17011 E-mail: mikebangsl!ilverizon.net PHONE: 717-730-7310 FAJ{: 717-730-7374 MICHAEL L. BANGS, Attorney-at-Law WENDY K. STRAUB, Paralegal WILLIAM E. MILLER, JR. Of Counsel December 6, 2006 VIA OVERNIGHT MAIL Glenda Farner Strasbaugh, Register of Wills Cumberland County Courthouse One Courthouse Square Carlisle, P A 17013 RE: Estate of Theresa Fieman File No. 21-00-698 Dear Mrs. Strasbaugh: Enclosed for filing as part of the above-referenced estate are the following: 1. The original and one copy of a First and Final Account with Proposed Schedule of Distribution; and 2. A check in the amount of$780.00 to pay the filing fee. A true and correct copy of the First and Final Account will be provided to all parties in interest and I will file an appropriate Certificate of Service. Please file this First and Final Account accordingly. I understand that confirmation will occur on January 9, 2007. If you have any questions or require anything further, please contact me directly. Very truly yours, \!\;V\ V Michael L. Bangs wks Enclosures cc: Pennsylvania Guardianship Association, Inc. COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYL VANIA ORPHANS' COURT DIVISION FILE NO. 21 - 00 - 0698 FIRST AND FINAL ACCOUNT OF Pennsylvania Guardianship Association, Inc., Administrator of the ESTATE of THERESA FElMAN, Deceased Late of West Pennsboro Township, Cumberland County, Pennsylvania Date of Death: February 3, 2005 C") (::: 0 -;J =tJ r.0 .:'~;g ~ ~~.") ;~ Date of Grant of Letters of Administration C.T.A. to Pennsylvania Guardianship Association, Inc. July 6, 2005 Date of First Advertisement of Letters: --' C) C) c)-n C.: ::;..J ---i _dJ -~_S> Cumberland Law Journal The Sentinel July 22, 2005 July 16,2005 Date of Accounting February 3, 2005 to December 1, 2006 PURPOSE OF ACCOUNTING: Pennsylvania Guardianship Association, Inc., Administrator, offers this Account to acquaint interested parties with the transactions that have occurred during this administration. It is important that the Account be carefully reviewed. Requests for additional information or questions can be discussed with: Michael L. Bangs, Esquire Bangs Law Office Attorney Identification Number 41263 429 South 18th Street, Camp Hill, PA 17011 (717) 730-7310 ('-.) c:::::> C;::':>> Cf.... ,~..J \1"1 ~. , -J -0 -"".:\- t:~ crt .;;;'" l...>-,; '.',-.' SUMMARY OF ACCOUNT PAGE PRINCIPAL Receipts of Principal 3 $1,306,214.16 I LESS DISBURSEMENTS Debts of Decedent 4 $27,273.33 Administrative Expenses 4 $190,089.12 Attorney's Fees 4 $25,000.00 Administrator's Fee 4 $25,000.00 Accountant Fees 4 $500.00 - $267,862.45 INCOME ! Receipts of Income 5 $22,579.03 COMBINED BALANCE ON HAND $1,060,930.74 PROPOSED SCHEDULE OF DISTRIBUTION 6 VERIFICATION 7 Page 2 RECEIPTS OF PRINCIPAL PRINCIPAL DATE RECEIPTS I ! 10/31/2005 Partial distribution from Estate of Frank: Graft $210,000.00 3/2/2006 Distribution from Estate of Frank: Graft $1,094,334.07 7/27/2006 Refund of overpayment of inheritance tax liability $1.880.09 TOTAL PRINCIPAL RECEIPTS $1,306,214.16 - 1--- -~ ! I Page 3 DISBURSEMENTS OF PRINCIPAL DATE DEBTS OF DECEDENT 3/14/2006 Green Ridge Village $27,273.33 TOTAL DEBTS OF DECEDENT: $27,273.33 DATE ADMINISTRATIVE EXPENSES 6/13/2005 Register of Wills (filing fee-petition for appointment of representative) $30.00 7/6/2005 Register of Wills (probate fees) $960.00 7/11/2005 Cumberland Law Journal (advertising fee) $75.00 8/11/2005 The Sentinel (advertising fee) $137.03 11/1/2005 Register of Wills (payment of estimated inheritance tax liability) $184,000.00 11/30/2005 Federal withholding on M&T Bank: estate checking account $0.31 12/15/2005 Gwirtz-Davis Genealogical Service Co. $2,100.00 12/30/2005 Federal withholding on M&T Bank: estate checking account $0.58 1/20/2006 Federal withholding on M&T Bank: estate checking account $0.38 1/31/2006 Federal withholding on M&T Bank: estate checking account $0.20 4/27/2006 Register of Wills (filing fee for inheritance tax return) $30.00 5/4/2006 Register of Wills (additional probate fee due) $50.00 8/21/2006 Postmaster (airmail cost for letters to German heirs) $2.52 10/25/2006 P A Guardianship Association (reimbursement for lifetime expenses paid) $1,908.10 12/5/2006 Register of Wills (filing fee for Disclaimer) $5.00 Register of Wills (Accounting filing fee) (to be paid) $780.00 Postmaster (certified mailing of fiduciary income tax returns) (to be paid) $10.00 TOTAL ADMINISTRATIVE EXPENSES: $190,089.12 DATE FEES AND COMMISSIONS , Michael L. Bangs, Esquire (attorney fees) (to be paid) $25,000.00 Boyer & Ritter (accountant fee) (to be paid) $500.00 PA Guardianship Association, Inc. (administrator fee) (to be paid) $25.000.00 TOTAL FEES: $50.500.00 TOTAL DISBURSEMENTS OF PRINCIPAL: $267,862.45 Page 4 RECEIPTS OF INCOME INCOME DATE RECEIPTS 11/30/2005 Interest on M&T Bank estate checking account $1.13 12/30/2005 Interest on M&T Bank estate checking account $2.08 1/20/2006 Interest on M&T Bank estate checking account $1.38 1/31/2006 Interest on M&T Bank estate checking account $0.72 2/2/2006 Reversal of federal withholding on M&T Bank account r $0.38 2/2/2006 Reversal of federal withholding on M&T Bank account $0.20 2/1 7/2006 Interest on M&T Bank estate checking account $1.11 ~ 3/3/2006 Interest on M&T Bank estate checking account $3.92 3/20/2006 Interest on M&T Bank estate checking account $40.16 4/14/2006 Interest on M&T Bank Money Market Account for estate $2,288.91 5/16/2006 Interest on M&T Bank Money Market Account for estate $2,840.75 6/16/2006 Interest on M&T Bank Money Market Account for estate $2,759.02 7/14/2006 Interest on M&T Bank Money Market Account for estate $2,497.99 8/16/2006 Interest on M&T Bank Money Market Account for estate $2,954.40 9/15/2006 Interest on M&T Bank Money Market Account for estate $2,709.07 10/16/2006 Interest on M&T Bank Money Market Account for estate $3,224.52 11/16/2006 Interest on M&T Bank Money Market Account for estate $3.253.29 TOTAL INCOME RECEIPTS $22,579.03 Page 5 PROPOSED SCHEDULE OF DISTRIBUTION OF REMAINING PRINCIPAL AND INCOME NAME DISTRIBUTION Joan Motter $53,046.53 Patricia M. Crew $53,046.53 Anna Marie Heller $53,046.53 Harriett Ann Jenakovich $53,046.53 Dolly Singer $53,046.53 Jean Kay McNulty $53,046.53 Robin Voelker DISCLAIMED Agnes Kiss $53,046.54 Rochelle Howells $53,046.54 Jeanette Wills $53,046.54 Anna Weigand $53,046.54 Waltraud Schwill $53,046.54 Thomas P. Jackson $53,046.54 Daniel Jenakovich $53,046.54 Rick Dettman $53,046.54 Robert Dettman, Jr. $53,046.54 Russell Dettman $53,046.54 John G. Jenakovich $53,046.54 Charles Jenakovich $53,046.54 John Joseph Matincheck $53,046.54 Otto Klaus $53.046.54 TOTAL DISTRIBUTIONS TO BENEFICIARIES $1,060,930.74 Page 6 AFFIDA VIT Brian D. Brooks, President of Pennsylvania Guardianship Association, Inc., Administrator of the Estate of Theresa Feiman, deceased, hereby declares under oath that it has fully and faithfully discharged the duties of its office; that the foregoing 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 the best of its knowledge, there are no claims now outstanding against the estate; that all taxes presently due from the estate have been paid; and that more than four months have elapsed since the first complete advertisement of the granting of letters in this estate. This statement is made subject to penalties of 18 Pa. C.S.A. Section 4904 relating to unsworn falsification to authorities. TO DA Y OF ,2006. NOTARtAL SEAl. WENDY S. CHESBRo, = NIle l.owBr Allen 1Wp en. CaunIr My ComnIIWu,l ~ MIy 10, 200)' REQUEST FOR DISTRIBUTION Accountant requests that distribution be determined by the Court in accordance with the Schedule of Proposed Distribution filed as part of this account. Pennsylvania Guardianship Association, Inc. ~~ By: 0" '. . AN D. BR06 , President Page 7 COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA ORPHANS' COURT DIVISION FILE NO. 21 - 00 - 0698 ESTATE of THERESA FElMAN, Deceased Late of West Pennsboro Township, Cumberland County, Pennsylvania CERTIFICATION OF SERVICE MICHAEL L. BANGS, being duly sworn according to law, deposes and says as follows: 1. That he is the attorney for the Pennsylvania Guardianship Association, Inc., Administrator of the Estate of Theresa Feiman. 2. That on December 8, 2006 written notice of the time of presentation of the Account and Proposed Schedule of Distribution and the character thereof was given to all parties in interest as shown on Exhibit A attached hereto at least twenty (20) days prior to the date fixed for the confirmation of the Account in accordance with and as required by Section 3503 of the PEF Code. o //) . /-j \WJv{ 7,/(-J / MICHAEL L. BANGS" Q ~o .'~ ::J:J "~\J . ':7:0 ; --~:::. r- ):;fi? f..-, (,.<Q C'~ Ii ~ " ::JZ: N N u:) ~ c= = c:n o fT1 ("") .~,0 i-;-'-i C) ~ ':J;"1 t~j rn CJ C~:> 'rl .'T~J ,2-") ;""1 - EXHIBIT A Mrs. Joan Motter 696 Pine Hill Road Hummelstown, PA 17036 Mrs. Patricia M. Crew 2350 Mockingbird Road Harrisburg, PAl 7112 Mr. Rick Dettmann 311 Darby Road Ridley Park, P A 19078 Mr. Russell Dettmann 324 E. Hinkley Avenue Ridley Park, P A 19078 Mr. John G. Jenakovich 10127 Ramsey Hollow Road Huntingdon, P A 16652 Ms. Harriett A. Jenakovich 4065 Swatara Drive Harrisburg, PAl 7113 Mr. John J. Matincheck 2362 Buckwheat Hollow Road Lawrenceville, P A 16929 Mrs. Robin Voelker 759 Bonsall Avenue Sharon, P A 19079 Mrs. Jeannette Wills 606 Woodland Loop NE Ocean Shores, W A 98569 Mr. Otto Klaus Saarstrasse 6 65773 Goldbach, Germany Mrs. Anna Weigand Am Fichtenkopf36 65385 Rudesheim, Germany Mr. Thomas P. Jackson 2816 Philadelphia Church Road Lincolnton, NC 28092 Mr. Daniel B. Jenakovich 2001 Vine Street Middletown, P A 17057 Mr. Robert Dettmann, Jr. 639 13th Avenue Prospect Park, P A 19076 Mrs. Anna M. Heller 4415 W oodcrest Drive Elizabethtown, P A 17022 Mr. Charles Jenakovich 115 Bunker Hill Road New Cumberland, P A 17070 Mrs. Dolly Singer 6223 Bluegrass Avenue Harrisburg, PA 17112 Mrs. Jean K. McNulty 14 Conway Drive Middletown, P A 17057 Mrs. Rochelle Howells 6413 DuQuesne Place Virginia Beach, VA 23464 Mrs. Agnes Kiss 3891 Meeting Street Duluth, GA 30096 Mrs. Waltraud Schwill Rodderweg 16 56651 Niederurenbach, Germany