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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 n __ ~~ ',:, '' ,~ ';~_, - -- ,_ J.;_~ ,_;-~, '_~ _,_, - , :x~ Page 1 `,..; r.: ,.~~ __ , ^, ,-; --r, f ..~ 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 1 ~.. ~+un+ of t~wrmv~wu NOtarW ssa~ Sewn L Matrati, Nary PubNc ~0 8~to, Cwnbe~iind Canmk~ion EN-res Nov. 24, ~ tY v~re~ ~ 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,. ~~ ._.. __ _-- ~~ `~~i 7i ~Y _ -. _.. -- _~' 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 ;~-~ _ ~) r' `-) _ L> r'~4 ` .~ ._ ~ Imo.,: _ t_r -..` J ~`_~''r~ T'a _ __ _..~ ~ ~. % ~~ "Cl C..- (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