HomeMy WebLinkAbout05-18-11Pa. O.C. Rule 6.12 STATUS REPORT
REGISTER OF WILLS OF (~u ~ ~ ~'~ `~°~ ~ COUNTY, PENNSYI,`r' ~~NIA
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Name of Decedent: ~ ~ ~ ~ ~ ~' ~ G~ 4 ~e / K K
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Date of Death: l ~ v '~ -~~~~~ b e., Zo ~ ° File Number:
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Pursuant to Pa. O.C'. Rule 6.12, I report the following with respect to cc-mpletion of the administration of
the above-captioned estate:
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l . State whether administration of the estate is complete:, .................... Yes ~ No
2. If the ansv~rer is No, state when the personal representative
reasonable believes that the administration will be complete:
3. If the answer to No. 1 is YES, state the following:
a. I-)id the personal representative file a final account with the ~C`ourt? ....... ~~Yes ~~ o
b. "The separate Orphans' Court No. (if any) for the personal
representative's account is:
c. D-id the personal representative state an account /.~'
informally to the parties in interest? ............ . .................. ~~'yes ~ No
d. Copie<~ of receipts, releases, joinders and approvals of formal or informal accc-unts may be
~-filed «-ith the Clerk of the Orphans' Court and may be attached to this report.
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Date _~ i ___,_
ig~aature of Person Filing t,hrs Forrn
Capacity: ~ ersonal Representative _~ Counsel
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~ti'arne of PersonNFiling this ~`~ nrm
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l~~~rn~ IZL1'-10 re~~. 10.13.1;'6
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ESTATE OF VIRGINIA HALE BAUM
ACCOUNT # 98F3074657 - M&T Spring Grove, Pa.
DATE # TO FOR $ - $ + BALANCE
deposit opening amount cash paid by J. Robert Baum $1.00 $1.00
deposit Thrivent refund I;long term care prepaid) $2,210.00 $2,211.00
95 10/7/2010 Nancy Maritan Vocalist @ memorial service $7:5.00 $2,136.00
96 10/7/2010 Rev. Glenn Ludwig Minister @ memorial service $200.00 $1,936'•.00
97 10/7/2010 Timothy MCoch Pianist @ memorial service $100.00 $1,836.00
10/7/2010 deposit M&T close out Dad's trust $1,286.17 $3,122;.17
98 10/9/2010 Alert Pharn~~acy 9/30 balance -final bill $243.20 $2,878.97
99 10/9/2010 Diane Kerly flowers for the memorial service $381.55 $2,497'.42
100 10/19/2010 J Robert Baum Carol Whitmire & Carl Ginder: signatures in place $150.00 $2,347'.42
10/19/2010 deposit Metro Bank checking and MM closed to estate checking $26,839.71 $,29,187'.13
201 10/19/2010 J.Robert E3aum Register of Vvills paid 9i2G #5367 rr~~
~JLJ.JV w28,`52!•63
202 10/19/2010 Messiah Village August bill @ Messiah $8,637.00 $2:0,02Ei.63
203 10/19/2010 Messiah Village Final bill @ Messiah $2,474.30 `F~17,552,33
204 10/20/2010 Debby l.anca Obituary to Patriot News $470.72 $17,08"1.61
205 10/20/2010 J. Robert Baum Radison, Pealers-Messiah staff, Fed Ex. Notary $680.42 ~~16,40'1.19
206 10/26/2010 J. Robert Baum Patriot News Estate Notice $194.73 $16,20E3.46
11/1/2010 estate checking M&T interest on estate checking 985 3074657 $0.08 9i16,20Ei.54
11/15/2010 estate checking Vanguard settlement $251,005.91 $2Ei7,212.45
207 11/15/2010 J Robert E3aum UPS to Vanguard $34.78 $;?Ei7,17't.67
208 11 /15/2010 Nicole ~iE?IfE'rt Grandchild -heir per will $5,000.00 $:?Ei2,17't.67
209 11/15/2010 Troy Sryder Grandchild -heir per will $5,000.00 $;?Ei7,177.67
210 11/15/2010 Erich Baurr Grandchild -heir per will $5,000.00 $;?!i2,177.67
211 1 1/15/2010 Robin Na'smith Grandchild -heir per will $5,000.00 $;?47,17'T.67
11/18/2010 estate ~;hecking Wells Fargo settlement $439,368.27 $fil36,54;5.94
212 11/19/2010 James Bar,m child -heir per will -prepayment $100,OC-U.00 $586,54:5.94
213 11/19/2010 Deborah Lc:~ng child -heir per will -prepayment $100,OC10.00 $486,54;5.94
214 11/19/2010 Diane f<;:erly child -heir per will -prepayment $100,000.00 $386,54:5.94
215 11/19/2010 J. Robert E3aum child -heir per will -prepayment $100,000.00 $286,545.94
216 11/20/2010 J. Robert E3aum Cash to Auer Cremation for extra urns $80.00 $286,465.94
217 11/20/2010 J Robert E?'~aum County Barad re: claims against the estate $75.00 $2136,390.94
12/1/2010 deposit M&T interest on estate checking 985 3074657 $1.85 $236,392.79
218 12/7/2010 Allen Haar Estate Inheritance tax preparation $1,500.00 $234,892.79
219 12/7/2010 CC Reg. or Wills Pa. Inheritance Tax $31,0.?3.38 $2.53,869.41
220 12/7/2010 C;C Rey. c` Wills Estate tax filing fees $130.00 $253,739.41
1/1/2011 deposit M&T interest on estate checking 985 3074657 $2.22 $253,741.63
2/1/2011 deposit M&T interest an estate checking 985 3074657 $2.16 $253,743.79
3/4/2011 deposit M&T interest on estate checking 985 307465i' $1.94 $253,745.73
4/1/2011 deposit Refund from US Treas. For Mom's inc. tx 201() $10,123.00 $263,868.73
4/1/2011 deposit M&T interest an estate checking 985 3074657 $2.16 $263,870.89
221 4/8/2011 Allen Haar 2010 US Income tax for estates tax filing fees $500.00 $263,370.89
5/1/2011 deposit M&T interest on estate checking 985 3074657 $2.16 $263,373.05
5/16/2011 deposit Refund from Pa. For Mom's inc. tx 2010 $323.00 $263,696.05
222 5/16/201 1 Diane Kerly Final payment to beneficiaries from the estate $65,924.02 $197,772.03
5/16/2011 Deborah Long Final payment to beneficiaries from the estate $65,924.01 $131,848.02
5/16/2011 James E3aram Final payment to beneficiaries from the estate $65,924.01 $65,92;4.01
5/16/2011 ~I. Robf~rt E3aum Final payment to beneficiaries from the estate $65,924.01 $0.00