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Home My WebLink About03-14-11 (2)~~~o,~i~.si IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA ORPHANS' COURT DIVISION ESTATE OF FRANCES M JAMES NO. 2010-0696 F A Date of Death: July 1, 2010 Date of Executor's Appointment: July 12, 2010 ~, c-~ ,_.. _.~. _~. o -- i :_) _~ _ .~, , Z C7 ~~ ,.._ ~. r- C 7 C_~ t' i~ ~ ~ ~E:_ ~_ Grant of Letters Published: Patriot News - 7/23, 7/30 and 8/6 2010 Cumberland Legal Journal - 7/23, 7/30 and 8/3 2010 Purpose of Account: John F James, Executor, offers this account to acquaint interested parties with the transactions that have occurred during his administration. This account also indicates the proposed distribution. It is important that the account be carefully examined. Requests for additional information or questions or objections can be discussed with: Gregory J. Katshir, Esquire 900 Market Street Lemoyne PA17043 (717) 763-8133 Principal SUMMARY Receipts $140,711.51 Less Distributions: Debts of Decedent $0.00 Funeral Expenses $0.00 Administrative Expenses $2350.90 Federal and State Taxes $5277.92 Fees and Commissions $1500.00 Balance Before Distributions $131,582.69 ~~ _.,~,,, ..-.r.. - _:, r-. :._ ;~-, :.• _;~ C Distributions to Beneficiaries Principal on Hand $0.00 $131,582.69 RECEIPTS OF PRINCIPAL DATE OF DEATH VALUE (See copy of attached Inventory filed on September 30, 2010) Cash: A. Members First Checking Account B. Members First Savings Account C. Members First Savings Account $22,386.62 $2500.00 $1995.57 Total: $26,882.19 Tangible Personal Property: None Annuities: None Realty: 2236 Orchard Road Camp Hill PA Total: $0.00 Total: $0.00 Total: $113,536.56 RECEIPTS SUBSEQUENT TO DATE OF DEATH 1. Members First Interest -checking $41.15 2. Members First Interest -savings $4.04 3. Refund Patriot News $42.50 4. Cumberland County Death Benefit $100.00 5. Refund Homeowners Insurance Premium $105.07 Total: $292.76 TOTAL RECEIPTS OF PRICIPAL $140,711.51 DISBURSEMENTS OF PRINCIPAL Debts of Decedent None Funeral Expenses None Administrative Expenses 1. Register of Wills 2. Patriot News 3. Cumberland Law Journal 4. Register of Wills (First and Final Account fee) 5. Members First Checks 6. PA American Water 7. Lower Allen Township Sewer 8. Real Estate Taxes 9. PP&L 10. Verizon TOTAL $0.00 $0.00 TOTAL $0.00 $319.50 $113.52 $75.00 $180.00 $13.95 $144.96 $205.70 $845.66 $423.08 $29.53 TOTAL $2350.90 Federal and State Taxes 1. Register of Wills, Agent (Pennsylvania Inheritance Tax) $5277.92 TOTAL: $5277.92 Fees and Commissions Gregory J. Katshir, Esquire $1500.00 TOTAL: $1500.00 DISTRIBUTIONS OF PRINCIPAL TO BENEFICIARIES None TOTAL DISBURSEMENTS $0.00 PRINCIPAL ON HAND Members First Savings Account $2504.04 Members First Savings Account $1995.57 Members First Checking Account $127,083.08 PROPOSED DISTRIBUTION TO BENEFICIARIES Pursuant to Cumberland County Local Rule 6.9-3, the following is a statement of proposed distribution.: The Estate consists of a checking account in the amount of $127,083.08 and two (2) savings accounts in the amount of $ 2504.04 and $1995.57. All distributions to beneficiaries will be made in cash. Pursuant to Paragraph THIRD of the Will, Christ Community Church, Camp Hill, is to receive 10 % of the residuary estate. Pursyant to Paragraph FOURTH of the Will, the remainder is to be divided in equal shares, per stirpes, to Ralph E. James, John F. James, Daniel R. James and Michael J. James. All of the above named beneficiaries are now living. The calculation for distribution is as follows: $131,582.69 x 10% _ $13,158.27 $131,582.69 - $13,158.27 = $118,424.42 $118,424.42 / 4 = $29,606.10 Statement of Distribution ner Paragr~h THIRD and FOURTH of Will: TO: Christ Community Church, Camp Hill TO: Ralph E. James TO: John F. James TO: Daniel R. James TO: Michael J. James TOTAL TO BE DISTRIBUTED $13,158.27 $29,606.10 $29,606.10 $29,606.10 $29,606.10 $131,582.69 JOHN F JAMES, Executor of the Estate of Frances M James, hereby declare under oath that he has fully and faithfully discharged the duties of his office; that the foregoing First and Final 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 his knowledge, there are no claims now outstanding against the Estate; and that all taxes presently due from the Estate have been paid. ~~ F James xecutor Subscribed and sworn to By John James, b fore me this ~~'` day of '~C`~~n , 2011 ary Pub ' _ ~iuni of n~snv~aw NOTARIAL SEA TRACY K KATSFIIR, Public Ca~r~ion~ ~ Camlbe~rd 2SC4 AFFIDAVIT OF ACCOUNTANT COMMONWEALTH OF PENNSYLVANIA ) SS: COUNTY OF CUMBERLAND ) The above named Accountant being duly sworn according to the law deposes and says that Letters Testamentary were granted to John F James and advertised more than four months prior to the filing hereto; that the disbursements shown in the account have been made to the parties entitled thereto and that the account as stated is true and correct as John F James verily believes. SWORN AN D,1 SUBSCRIBED to1ibefore me this `~~ day of 1`~a1'~~ ~ ~ r a ~. TRACY R. KATSHIR, p~ ~wnoyne Boro., C~nlberlan Corrine Expires February 25, 14 2011 REQUEST FOR DISTRIBUTION Account requests that distribution be determined by the Court in accordance with the Petition for Distribution to be offered in evidence as the audit of this account. ~_ ublic The Patriot-News Co. 2020 Technology Pkwy Suite 300 Mechanicsburg, PA 17050 Inquiries - 717-255-8213 GREGORY J. KATSHIR ATTORNEY AT LAW 900 MARKET STREET LEMOYNE c'11~e~lahiot News NOw you know PA 17043 THE PATRIOT NEWS THE SUNDAY PATRIOT NEWS Proof of Publication Under Act No. 587, Approved May 16, 1929 Commonwealth of Pennsylvania, County of Dauphin} ss Holly Blain, being duly sworn according to law, deposes and says: That she is a Staff Accountant of The Patriot News Co., a corporation organized and existing under the laws of the Commonwealth of Pennsylvania, with its principal office and place of business at 812 to 818 Market Street, in the City of Harrisburg, County of Dauphin, State of Pennsylvania, owner and publisher of The Patriot-News and The Sunday Patriot-News newspapers of general circulation, printed and published at 812 to 818 Market Street, in the City, County and State aforesaid; that The Patriot-News and The Sunday Patriot-News were established March 4th, 1854, and September 18th, 1949, respectively, and all have been continuously published ever since; That the printed notice or publication which is securely attached hereto is exactly as printed and published in their regular daily and/or Sunday/ Metro editions which appeared on the date(s) indicated below. That neither she nor said Company is interested in the subject matter of said printed notice or advertising, and that all of the allegations of this statement as to the time, place and character of publication are true; and That she has personal knowledge of the facts aforesaid and is duly authorized and empowered to verify this statement on behalf of The Patriot-News Co. aforesaid by virtue and pursuant to a resolution unanimously passed and adopted severally by the stockholders and board of directors of the said Company and subsequently duly recorded in the office for the Recording of deeds in and for said County of Dauphin in Miscellaneous Book "M", Volume 14, Page 317. PUBLICATION COPY ESTATE NOTICE The Estateot Frances F. James, de• ceased, fate of Cumberland County. Let- ters otTestamentary have been ornnted to John M. James. on July X2.4010. All persons who wish to mpke 4Wlmapolnst the estattor who arefndgtSted to the ea- tafeshall make ihelr po;{tlanicnownbx tontacTlnv: r' Greoory J. Kaishir, E~s4utrf., 900.NWrket $tr4et L_etiovna. PA 47643 747.7Q3~8433;. - This ad # 0002080698 ran on the dates shown below: July 23, 201`.0 July 30, 2t'!•1~U `~` -` -. August 88, 2040 J ' '~~l\ Sworn to and subscn ed before me this 09 day of Augpst; 2{3~{i,A ,, i:~.. + t ^ s ~' ~ i~ Notary Public ' 3, t COMMONWEALTHOF_PENNSYLVAN]IA_ ~ ~~ ~ ~-. ,~ Notaefel Seal .x~r +.~ ._..--- - . ~__. y~d_ i to t . +, PROOF OF PUBLICATION OF NOTICE IN CUMBERLAND LAW JOURNAL (Under Act No. 587, approved May 16, 1929), P. L.1784 COMMONWEALTH OF PENNSYLVANIA : COUNTY OF CUMBERLAND ss. Lisa Marie Coyne, Esquire, Editor of the Cumberland Law Journal, of the County and State aforesaid, being duly sworn, according to law, deposes and says that the Cumberland Law Journal, a legal periodical published in the Borough of Carlisle in the County and State aforesaid, was established January 2, 1952, and designated by the local courts as the official legal periodical for the publication of all legal notices, and has, since January 2, 1952, been regularly issued weekly in the said County, and that the printed notice or publication attached hereto is exactly the same as was printed in the regular editions and issues of the said Cumberland Law Journal on the following dates, viz: July 23, July 30 and August 6 2010 Affiant further deposes that he is authorized to verify this statement by the Cumberland Law Journal, a legal periodical of general circulation, and that he is not interested in the subject matter of the aforesaid notice or advertisement, and that all allegations in the foregoing statements as to time, place and character of publication are true. ---~ L sa Marie Coyne, ditor SWORN TO AND SUBSCRIBED before me this 6 of August 2010 Notary James, Frances M., decd. Late of Lower Allen Township. Executor: John James c/o Greg- .,"~ ory J. Katshir, Esquire, 900 Mar- NOTARIAL SEAL ket Street, Lemoyne, PA 17043. Attorney: Gregory J. Katshir, Es- QEBORAH A COLLINS quire, 900 Market Street, Lem- NOtuy PUb1iC oyne, PA 17043. LISIE i30li000H, CUM$ERLANO COUNTY My CommN~ion Expiros Apr 26, 2014