HomeMy WebLinkAbout09-02-11 (2)
IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PA.
ORPHANS' COURT DIVISION
FILE NO: 21-10-0164
FIRST AND FINAL ACCOUNT OF
Russel M. Sutton, Executor
For
ESTATE OF JUDITH A. SUTTON
LAW OFFICES
SNELBAKER Sf
BRENNEMAN, P.C.
Social Security #:
Tax t D #:
Date of Death:
Date of Incapacity, if any:
Date of Executor Appointment:
Date of First Complete Advertisement:
Accounting for the period:
161-32-4308
01-6272629
December 23, 2009
None
February 19, 2010
March 5, 2010
December 23, 2009
May 31, 2011
Purpose of Account: Russel M. Sutton, Executor, offers this Account to acquaint interested
parties with the transactions that have occurred during his Administration.
It is important that the Account be carefully examined. Requests for additional
information, questions or objections can be discussed with:
Keith O. Brenneman
Snelbaker & Brenneman, P.C.
44 West Main Street
Mechanicsburg, PA 17055
Phone #: 717-697-8528
Supreme Court I.D. No: 47077
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SUMMARY OF ACCOUNT
PRINCIPAL
Receipts
3
Less Disbursements/Claims paid or to be paid upon confirmation of account
LAW OFFICES
SNELBAKER Sf
BRENNEMAN, P.C.
Class (1) Claims: 3
Class (2) Claims g
Class (3) Claims 3
Class (4) Claims 3
Class (5) Claims 3
Class (6) Claims 3
Class (7) Claims 3
Balance before Distributions
Distributions to Beneficiaries 4
Principal Balance on Hand 4
For Information:
Investments Made 4
Changes in Holdings 4
INCOME
Receipts
Less Disbursements
Balance before Distributions
Distributions to Beneficiaries
Income Balance on Hand
COMBINED BALANCE ON HAND
Listing of Unpaid Creditors
Listing of Persons Interested in Distribution
Estate
Affidavit Page
PAGE
Page 2
4
4
4
5
5
6
$1,258.00
$1,258.00
$1,258.00
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00 $1,258.00
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
PRINCIPAL RECEIPTS
Assets Listed on Inventory per copy attached: $1,258.00
(Valued as of Date of Death)
ADJUSTMENTS TO INVENTORY 0.00
SUBSEQUENT RECEIPTS 0.00
TOTAL PRINCIPAL RECEIPTS $1,258.00
LAW OFFICES
SNELBAKER SC
BRENNEMAN, F.C.
DISBURSEMENTS OF PRINCIPAL
CLASS (1) CLAIMS -_COSTS OF ADMINISTRATION
11/24/2010 Snelbaker & Brenneman, P.C., costs advanced 377.90
a. Register of Wills, probate fee 83.50
b. The Sentinel, advertising Executor Notice 219.40
c. Cumberland Law Journal, advertising Executor Notice' 75.00
The following items are to be paid upon confirmation of the accounting:
**** Snelbaker & Brenneman, P.C., costs advanced to Register of Wills 15.00
**** Snelbaker & Brenneman, P.C., attorney fees 715.10
**** Reserve for filing fees for Final Accounting, Inventory 150.00
and mailing costs
TOTAL CLASS (1) CLAIMS TO BE PAID: $ 1,258.00
CLASS (2) CLAIMS -FAMILY EXEMPTION
NONE $0.00
CLASS (3) CLAIMS -COST OF FUNERAL AND BURIAL AND THE COSTS OF MEDICINES
FURNISHED WITHIN SIX MONTHS OF DEATH
Unpaid claim to Russel M. Sutton for funeral expenses in the
amount of $3.614.42
TOTAL CLASS (3) CLAIMS TO BE PAID: $0.00
CLASS (4) CLAIMS -COSTS OF GRAVE MARKER
NONE $0.00
CLASS (5) CLAIMS -RENTS FOR OCCUPANCY OF THE DECEDENT'S RESIDENCE
NONE $0.00
CLASS (6) CLAIMS -CLAIMS BY THE COMMONWEALTH AND THE
POLITICAL SUBDIVISIONS OF THE COMMONWEALTH
NONE $0.00
CLASS (7) CLAIMS -ALL OTHER CLAIMS
Unpaid claim to First National Bank of Omaha for unpaid
credit card debt in the amount of $5,119.10
TOTAL CLASS (7) CLAIMS TO BE PAID: $0.00
Page 3
DISTRIBUTIONS OF PRINCIPAL TO BENEFICIARIES
NONE
PRINCIPAL BALANCE ON HAND
$0.00
FIDUCIARY
VALUE AT ACQUISITION
11/1/2009 VALUE
Cash $ 1,258.00 $ 1,258.00
"'"`* Less expenses to be paid subsequent to
$ (1,258.00)
confirmation of First and Final Account as
as listed on page 3 of accounting
TOTAL PRINCIPAL BALANCE ON HAND $ - $ 1,258.00
INFORMATION SCHEDULES
PRINCIPAL INVESTMENTS MADE
NONE
CHANGES IN PRINCIPAL HOLDINGS
LAW OFFICES
SNELBAKER EC
BRENNEMAN, P.C.
NONE
NONE
NONE
NONE
RECEIPTS OF INCOME
DISBURSEMENTS OF INCOME
DISBURSEMENTS OF INCOME TO BENEFICIARIES
$0.00
$0.00
$0.00
$0.00
$0.00
Page 4
UNPAID CREDITORS:
LAW OFFICES
SNELBAKER EC
BRENNEMAN, P.C.
Russel M. Sutton
1924 Steretts Gap Avenue
Carlisle, PA 17013
Class (3) claim for funeral expenses paid to Hollinger Funeral Home $ 3,614.42
and expenses paid to VFW for the funeral luncheon
First National Bank of Omaha
Attention: Scott DeLance, Senior Adjuster
P.O. Box 3773
Omaha, NE 68103
Class (7) claim for credit card debt (Visa -ending #4609) $ 5,119.10
** PERSONS INTERESTED IN DISTRIBUTION OF ESTATE:
Russel M. Sutton
1924 Steretts Gap Avenue
Carlisle, PA 17013
$0.00
Page 5
COMMONWEALTH OF PENNSYLVANIA )
SS.
COUNTY OF CUMBERLAND )
Russel M. Sutton, being duly sworn according to law deposes and
says: that he is the Executor of the Estate of Judith A. Sutton, Deceased;
that he is the Accountant herein; that the foregoing is a true and complete
accounting of his administration of said Estate; that the attached list or
or schedule [*] contains the names, addresses and amounts due unpaid creditors
who have given proper notice of their claims; that the attached list or schedule [`*]
contains the names and addresses of all persons interested in the distribution of
said Estate; and that the facts set forth herein are true and correct to the best
of his knowledge, information and belief. G- >
.~ 1 ~~~
Russel .Sutton, Executor
Sworn to and subscribed before
me this f `f day of ~,ylx,'2011
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NOtarW ssa~
Sewn L Matrati, Nary PubNc
~0 8~to, Cwnbe~iind
Canmk~ion EN-res Nov. 24, ~ tY
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LAW OFFICES
SNELBAKER SC
BRENNEMAN, P.C.
Page 6
IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PA.
ORPHANS' COURT DIVISION
FILE NO: 21-10-0164
FIRST AND FINAL ACCOUNT OF
Russel M. Sutton, Executor
For
ESTATE OF JUDITH A. SUTTON
Keith O. Brenneman
Snelbaker & Brenneman, P.C.
44 West Main Street
Mechanicsburg, PA 17055
Phone #: 717-697-8528
Supreme Court I.D. No: 47077
n _t,.
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LAW OFFICES
SNELBAKER 8C
BRENNEMAN, P.C.
Social Security #:
Tax ID #:
Date of Death:
Date of Incapacity, if any:
Date of Executor Appointment:
Date of First Complete Advertisement:
Accounting for the period:
161-32-4308
01-6272629
December 23, 2009
None
February 19, 2010
March 5, 2010
December 23, 2009
May 31, 2011
Purpose of Account: Russei M. Sutton, Executor, offers this Account to acquaint interested
parties with the transactions that have occurred during his Administration.
It is important that the Account be carefully examined. Requests for additional
information, questions or objections can be discussed with:
Page 1
SUMMARY OF ACCOUNT
PRINCIPAL PAGE
Receipts 3
Less Disbursements/Claims paid or to be paid upon confirmation of account
Class (1) Claims: 3
Class (2) Claims 3
Class (3) Claims 3
Class (4) Claims 3
Class (5) Claims 3
Class (6) Claims 3
Class (7) Claims 3
Balance before Distributions
Distributions to Beneficiaries 4
Principal Balance on Hand 4
For Information:
Investments Made 4
Changes in Holdings 4
INCOME
Receipts 4
Less Disbursements 4
Balance before Distributions
Distributions to Beneficiaries 4
Income Balance on Hand
COMBINED BALANCE ON HAND
LAW OFFICES
SNELBAKER 8C
BRENNEMAN, P.C.
Listing of Unpaid Creditors 5
Listing of Persons Interested in Distribution 5
Estate
Affidavit Page 6
$1,258.00
$1,258.00
$1,258.00
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00 $1,258.00
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
Page 2
PRINCIPAL RECEIPTS
Assets Listed on Inventory per copy attached: $1,258.00
(Valued as of Date of Death)
ADJUSTMENTS TO INVENTORY 0.00
SUBSEQUENT RECEIPTS 0.00
TOTAL PRINCIPAL RECEIPTS $1,258.00
DISBURSEMENTS OF PRINCIPAL
CLASS (1) CLAIMS -COSTS OF ADMINISTRATION
11/24/2010 Snelbaker & Brenneman, P.C., costs advanced 377.90
a. Register of Wills, probate fee 83.50
b. The Sentinel, advertising Executor Notice 219.40
c. Cumberland Law Journal, advertising Executor Notice' 75.00
The following items are to be paid upon confirmation of the accounting:
**** Snelbaker & Brenneman, P.C., costs advanced to Register of Wills 15.00
**** Snelbaker & Brenneman, P.C., attorney fees 715.10
**** Reserve for filing fees for Final Accounting, Inventory 150.00
and mailing costs
TOTAL CLASS (1) CLAIMS TO BE PAID: $ 1,258.00
CLASS (2) CLAIMS -FAMILY EXEMPTION
NONE $0.00
CLASS (3) CLAIMS -COST OF FUNERAL AND BURIAL AND THE COSTS OF MEDICINES
FURNISHED WITHIN SIX MONTHS OF DEATH
Unpaid claim to Russel M. Sutton for funeral expenses in the
amount of $3.614.42
TOTAL CLASS (3) CLAIMS TO BE PAID: $0.00
CLASS (4) CLAIMS -COSTS OF GRAVE MARKER
NONE $0.00
CLASS (5) CLAIMS -RENTS FOR OCCUPANCY OF THE DECEDENT'S RES_ IDENCE
NONE ~ $0.00
CLASS (6) CLAIMS -CLAIMS BY THE COMMONWEALTH AND THE
POLITICAL SUBDIVISIONS OF THE COMMONWEALTH
NONE $0.00
CLASS (7) CLAIMS -ALL OTHER CLAIMS
Unpaid claim to First National Bank of Omaha for unpaid
credit card debt in the amount of $5,119.10
LAW OFFICES TOTAL CLASS (7) CLAIMS TO BE PAID: $0.00
SNELBAKER Sf
BRENNEMAN. P.C•
Page 3
NONE
DISTRIBUTIONS OF PRINCIPAL TO BENEFICIARIES
$0.00
PRINCIPAL BALANCE ON HAND
FIDUCIARY
VALUE AT ACQUISITION
11!1!2009 VALUE
Cash $ 1,258.00 $ 1,258.00
**** Less expenses to be paid subsequent to $ (1,258.00)
confirmation of First and Final Account as
as listed on page 3 of accounting
TOTAL PRINCIPAL BALANCE ON HAND $ - $ 1,258.00
INFORMATION SCHEDULES
PRINCIPAL INVESTMENTS MADE
NONE $0.00
CHANGES IN PRINCIPAL HOLDINGS
LAW OFFICES
SNELBAKER SC
BRENNEMAN, P.C.
NONE
NONE
NONE
NONE
RECEIPTS OF INCOME
DISBURSEMENTS OF INCOME
DISBURSEMENTS OF INCOME TO BENEFICIARIES
$0.00
$0.00
$0.00
$0.00
Page 4
* UNPAID CREDITORS:
Russel M. Sutton
1924 Steretts Gap Avenue
Carlisle, PA 17013
Class (3) claim for funeral expenses paid to Hollinger Funeral Home $ 3,614.42
and expenses paid to VFW for the funeral luncheon
2. First National Bank of Omaha
Attention: Scott DeLance, Senior Adjuster
P.O. Box 3773
Omaha, NE 68103
Class (7) claim for credit card debt (Visa -ending #4609) $ 5,119.10
** PERSONS INTERESTED IN DISTRIBUTION OF ESTATE:
LAW OFFICES
SNELBAKER SC
BRENNEMAN, P.C.
Russel M. Sutton
1924 Steretts Gap Avenue
Carlisle, PA 17013
$0.00
Page 5
;OMMONWEALTH OF PENNSYLVANIA )
SS.
;OUNTY OF CUMBERLAND )
Russel M. Sutton, being duly sworn according to law deposes and
gays: that he is the Executor of the Estate of Judith A. Sutton, Deceased;
that he is the Accountant herein; that the foregoing is a true and complete
accounting of his administration of said Estate; that the attached list or
or schedule [*] contains the names, addresses and amounts due unpaid creditors
who have given proper notice of their claims; that the attached list or schedule ['~"]
contains the names and addresses of all persons interested in the distribution of
said Estate; and that the facts set forth herein are true and correct to the best
of his knowledge, information and belief. ~--- '`~
Russel .Sutton, Executor
Sworn to and subscribed before
me this .~ nt day of ~,,~~%,2011
CAMMONWEALTM 0f rENNSYLVAMU
MohAN Seal
Susan L Mabati, Notary PubAc
taburQ Baro, Cumberland County
~h Commission ExpMes Nov. 24, IOIi
Mc+~aHt, ver~s~rwiu+u sroH of
LAW OFFICES
SNELBAKER SC
BRENNEMAN. P•C•
Page 6
INVENTORY
REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYLVANIA
COMMONWEALTH OF PENNSYLVANIA 1 SS File Number 21-10-0164
COUNTY OF Cumberland f
Russel M. Sutton
Personal Representative(s) of the Estate of NDITH A. SUTTON
deceased, depose(s) and say(s) that the items appearing in the following inventory include all of the personal assets wherever situate
and all of the real estate in the Commonwealth of Pennsylvania of said Decedent, that the valuation placed opposite each item of said
inventory represents its fair value as of the date of the decedent's death, and that Decedent owned no real estate outside of the
Commonwealth of Pennsylvania except that which appears ins a me ~ andu~t the ende~t~lis in ntory.
I verify that the statements made in this Inven-
tory are true and correct. I understand that false state- Russ 1 M. Su on, Exec or
ments herein are made subject to the penalties of 1924 Steretts Gap Avenue
18 Pa.C.S. § 4904 relating to unsworn falsification to Carlisle, PA 17013
authorities.
Keith O. Brenneman (Supreme Cozirt LD. No.) 47077
Attorney -- (Name)
(.Address) 44 West Main Street, Mechanicsburg, PA 1705
(Telephone) 717-697-8528
DECEDENT'S SOC. SEC. NO.
DATE OF DEATH LAST RESIDENCE
12/23/2009 1924 Steretts Gap Avenue, Carlisle, PA 17013 161-32-4308
FIGURES MUST BE TOTALED
1,28.00
1. Baltimore Life Insurance Company, Life insurance policies payable to Decedent arising from the
death of her mother Dorothy S. Auman.
1. I54080367 $401.00
2. I03482107 $466.00
3.I03327831 $391.00 ;~-~
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(flttach additional sheets as needed)
TOTAL: 1,258.00
NOTE: The Memorandum of real estate outside the Commonwealth of Pennsylvania may, at the election of the personal representative include the value of each
item, but such figures should not be extended into the total of the Inventory. (See 20 Pa. C.S. ~ 3301(b)1
Form RW-09 rev. 10.13.06