HomeMy WebLinkAbout08-22-12Pa. O.C. Rule 6.12 STATUS REPORT
REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYLVANIA
Name of Decedent: Marie E. Herman
Date of Death: 05/29/2011 File Number: 21 - ~~ _ na~a
Pursuant to Pa. O.C. Rule 6.12, I report the following with respect to completion of the administration of
the above-captioned estate:
1. State whether administration of the estate is complete:
2. If the answer is No, state when the personal representative
reasonably believes that the administration will be complete:
3. If the answer to No. 1 is YES, state the following:
a. Did the personal representative file a final account with the Court?
b. The separate Orphans' Court No. (if any) for the personal
representative's account is:
Yes ^ No
^ Yes Q No
c. Did the personal representative state an account
informally to the parties in interest?
Yes ^ No
d. Copies of receipts, releases, joinders and approvals of formal or informal accounts may be
filed with the Clerk of Orphans' Court and may be attached to this report.
Date 08/20/2012
y' n
1.~~ ~/7
``'.
Y~
~~~
t :
._.~
~
! ..
~__.
~~ 2 _.
• ....~'
"` t r
-~
t i -
3 .1^. L A._ .
(~ ~
r C..~~
CIS, ~~ t.~ ~` ~
~' C.r3 ) ~
i t.iJ
~: r~
CC
~~
„
v
`
-~
Form RW-10 Rey. io-~s-loos
Sign~tuFe of Person Filing this Form
Ca/pV/acity: ^ Personal Representative ~ Counsel
Jean D Seibert
Name of Person Filing this Form
109 Locust Street
Add2ss
Harrisburg, PA 17101
City, State, Zip
717/236-9301
Copyright (c) 2006 form software only The Lackner Group, Inc.
IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY,
PENNSYLVANIA ORPHANS' COURT DIVISION
N0.2111-0659
FIRST AND FINAL ACCOUNT
Frank Arva, Executor
For
ESTATE OF MARIE E. HERMAN, Deceased
Date of Death: May 29, 2011
Date of Appointment of Executor: June 21, 2011
Dates of Advertisements of Letters
Cumberland Law Journal August 12, 19
and 26, 2011
Central Penn Business Journal August 12, 19
and 26, 2011
Account Stated To: Apri130, 2012
Purpose of Account: Frank Arva, Executor, offers this account to acquaint interested parties with
the transactions that have occurred during his administration.
The account also indicates the proposed distribution of the estate.
It is important that the account be carefully examined. Requests for additional information
or questions or objections can be discussed with:
Frank Arva
136 Yorkshire Drive
Mechanicsburg, PA 17055
OR
Jean D. Seibert, Esquire
WION, ZULLI & SEIBERT
109 Locust Street
Harrisburg, PA 17101
(717) 236-9301
SUMMARY OF ACCOUNT
Principal
Inventory Amount
Fiduciary
Current Acquisition
Page Value Value
3
$8,021.47
Less Disbursements:
Funeral Expenses
Administration Expenses
Federal and State Taxes
Fees and Commissions
Total Disbursements
Balance on Hand
Income
Receipts
Combined Balance
4 $1,271.32
4 420.45
4 710.96
4 1,650.00
$4,052.73
2
$3,968.74
.35
$3,969.09
RECEIPTS OF PRINCIPAL
Assets Listed in Inventory
(Value as of date of death)
PNC Investment Account No. 43706839
PNC Bank Checking Account No. 50-8003-2726
Refund from Bethany Village
Total Inventory
Fiduciary
Acquisition Value
$6,253.60
1,745.36
22.51
$ 8,021.47
3
DISBURSEMENTS OF PRINCIPAL
Funeral Expenses
07-29-11 Luncheon after Funeral $288.32
07-29-11 Woodlawn Memorial Gardens 983.00
$1,271.32
Administration Ex ep nses
09-OS-11 Register of Wills -Probate Fee $124.50
09-OS-11 Journal Publications -Advertising 150.00
09-OS-11 Cumberland Law Journal -Advertising 75.00
10-11-11 Frank Arva -Postage 10.95
10-11-11 Register of Wills -Filing fee 30.00
Reserve for postage, copies, etc. 30.00
$420.45
Federal and State Tax
10-11-11 Register of Wills, Agent-PA Inheritance Tax $710.96
$710.96
Fees and Commissions
10-11-11 Wion, Zulli & Seibert'/2 Attorney's fee $625.00
10-11-11 Frank Arva -Executor's Fee 400.00
Reserve to pay remaining %a Attorney's fee 625.00
$1,650.00
Total Disbursements of Principal $4,052.73
Principal Balance on Hand $3,968.74
4
CALCULATION OF DISTRIBUTION OF REMAINDER $3,969.09
Class of Individuals to receive Specific Monetary bequests all of whom survived Marie E. Herman
Bequest % of Total Proposed Be uest
Robert Herman $3,000.00 .1875 $744.20
James Herman 3,000.00 .1875 744.20
Virginia Wise Stevens 7,500.00 .4687 1,860.32
Richard Oberholtzer 2,500.00 .1563 620.37
$16,000.00 1.00 $3,969.09
6
Frank Area, Executor of the ESTATE OF MARIE E. HERMAN, deceased, hereby
declares under oath (penalties of perjury) 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.
~t~-t/L. C~---
Frank Arva, Executor
Subscribed and sworn to
before me this a4~h day of
~~ , 2012.
My
NOTARIAL SEAL
DEBBI SUE MIDDAUGFI, Notary PabSc
City of Harrisburg, Dauphin County
// Commission Expires October 25, 2a~3
7
RECEIPT AND RELEASE
KNOW ALL MEN BY THESE PRESENTS, that the undersigned beneficiary of the
ESTATE OF MARIE E. HERMAN, late of Lower Allen Township, Cumberland County,
Pennsylvania, deceased, does hereby acknowledge that he/she has received of and from H.
FRANK ARVA, Executor of the ESTATE OF MARIE E. HERMAN, deceased, the sum of
$620.37.
This is in full satisfaction and payment of such sum or sums of money, legacies and
bequests as are given and bequeathed to the undersigned as an heir of the Estate aforesaid.
AND THEREFORE, the undersigned does by these presents, remise, release,
quitclaim and forever discharge the said H. FRANK ARVA, his successors and assigns of
and from the said legacies and bequests, and of and from all actions, suits, payments and
accounts, reckonings, claims and demands whatsoever, for or by reason thereof, or from any
other accounts, matters, cause or thing whatsoever, from the beginning of the world to the
day of the date of these presents.
IN WITNESS, I have caused this Receipt and Release to be executed this ~ day
of _ ~ IQ-H , 2012.
WITNESS:
(Seal)
Richard Oberholtzer
Commonwealth of Pennsylvania :
SS
County of L~~~57~yc,
On this, the / ~/~ day of _ I~R ~ , 2012, before me, a Notary
Public in and for said State and County, personally appeared RICHARD OBERHOLTZER,
known to me (or satisfactorily proven) to be the person whose name is subscribed to the
within Receipt and Release and acknowledged that he/she executed the same for the
purposes therein contained.
IN WITNESS WHEREOF, I hereunto set my hand and seal.
My Commission Expires:
COMMONWEALTH OF PENNSYLVANIA
NOTARIAL SEAL
KAREN Y. BOYER, Notary Public
Elizabethtown Boro, Lancaster County
My Commission Expires July 11 2014
RECEIPT AND RELEASE
KNOW ALL MEN BY THESE PRESENTS, that the undersigned beneficiary of the
ESTATE OF MARIE E. HERMAN, late of Lower Allen Township, Cumberland County,
Pennsylvania, deceased, does hereby acknowledge that he/she has received of and from H.
FRANK ARVA, Executor of the ESTATE OF MARIE E. HERMAN, deceased, the sum of
$744.20.
This is in full satisfaction and payment of such sum or sums of money, legacies and
bequests as are given and bequeathed to the undersigned as an heir of the Estate aforesaid.
AND THEREFORE, the undersigned does by these presents, remise, release,
quitclaim and forever discharge the said H. FRANK ARVA, his successors and assigns of
and from the said legacies and bequests, and of and from all actions, suits, payments and
accounts, reckonings, claims and demands whatsoever, for or by reason thereof, or from any
other accounts, matters, cause or thing whatsoever, from the beginning of the world to the
day of the date of these presents.
IN WITNESS, I have caused this Receipt and Release to be executed this ~ day
of , 201.
WITNESS:
r
~~ =°"r".~'~ (Seal)
Robert Herman
Commonwealth of Pennsylvania
County o ~ c,`._
`~
On this, the day of
Public in and for said State and County,
SS
2012, before me, a Notary
appeared ROBERT HERMAN, known
to me (or satisfactorily proven) to be the person whose name is subscribed to the within
Receipt and Release and acknowledged that he/she executed the same for the purposes
therein contained.
IN WITNESS WHEREOF, I hereunto set my hand and seal.
COMMONWEALTH OF PENNSYLVANIA
NOTARIAL. SEAL
~_AURA ;l 'i'ARASEWICH. Notary Public
SusquehannaTwp., Dauphin County
FAQ Commission Expires Aug. 30, 2012
RECEIPT AND RELEASE
KNOW ALL MEN BY THESE PRESENTS, that the undersigned benef ciary of. the
ESTATE OF MARIE E. HERMAN, late of Lower Allen Township, Cumberland County,
Pennsylvania, deceased, does hereby acknowledge that he/she has received of and from H.
FRANK ARVA, Executor of the ESTATE OF MARIE E. HERMAN, deceased, the sum of
$744.20.
This is in full satisfaction and payment of such sum or sums of money, legacies and
bequests as are given and bequeathed to the undersigned as an heir of the Estate aforesaid.
AND THEREFORE, the undersigned does by these presents, remise, release,
quitclaim and forever discharge the said H. FRANK ARVA, his successors and assigns of
and from the said legacies and bequests, and of and from all actions, suits,, payinents~and
accounts, reckonings, claims and demands whatsoever, for or by reason thereof, or from any
other accounts, matters, cause or thing whatsoever, from the beginning of the world to the
day of the date of these presents.
IN WITNESS, I have caused this Receipt and Release to be executed this _ ~~ day
of , 2012
WITNESS:
~"`~ ~~ (Seal)
J es Herman
f
Commonwealth of Pennsylvania ;
SS
County of a.~ ~=,.
On this, the ~ day of , 2012, before me, a Notary
Public in and for said State and County, personally appeared JAMES HERMAN, known to
me (or satisfactorily proven) to be the person whose name is subscribed to the within
Receipt and Release and acknowledged that he/she executed the same for the purposes
therein contained.
IN WITNESS WHEREOF, I hereunto set my hand and seal.
Notary blic -
My Commission Expires:
CO MONWEALTti OF PENNSYLVANIA
Notarial Seal
Edie I. Lingle, Notary Public
City of Lebanon, Lebanon County
My Commission Expires Od. 11, 2012
Member, Pennsylvania Association of Notaries
RECEIPT AND RELEASE
KNOW ALL MEN BY THESE PRESENTS, that the undersigned beneficiary of the
ESTATE OF MARIE E. HERMAN, late of Lower Allen Township, Cumberland County,
Pennsylvania, deceased, does hereby acknowledge that he/she has received of and from H.
FRANK ARVA, Executor of the ESTATE OF MARIE E. HERMAN, deceased, the sum of
$1,860.32.
This is in full satisfaction and payment of such sum or sums of money, legacies and
bequests as are given and bequeathed to the undersigned as an heir of the Estate aforesaid.
AND THEREFORE, the undersigned does by these presents, remise, release,
quitclaim and forever discharge the said H. FRANK ARVA, his successors and assigns of
and from the said legacies and bequests, and of and from all actions, suits, payments and
accounts, reckonings, claims and demands whatsoever, for or, by reason thereof, or from any
other accounts, matters, cause or thing whatsoever, from the beginning of the world to the
day of the date of these presents.
IN WITNESS, I have caused this Receipt and Release to be executed this ~~Y
of , 2012.
WITNESS:
Virginia Wise Stevens
State of Texas
~a~~a : SS
County of S
On this, the ~ ~ day of , 2012, before me, a Nota
ry
Public in and for said State and County, personally appeared VIRGINIA WISE STEVENS,
known to me (or satisfactorily proven) to be the person whose name is subscribed to the
within Receipt and Release and acknowledged that he/she executed the same for the
purposes therein contained.
IN WITNESS WHEREOF, I hereunto set my hand and seal.
U
Notary Public
My Commission Expires:
ESTATE OF MARIE E. HERMAN
I, RICHARD OBERHOLTZER, have read and understand the First and Final Account of
the Estate of Marie E. Herman and understand that there are only sufficient funds to partially pay the
specific bequests stated in Mrs. Herman's Last Will and Testament and after these bequests are paid,
there is no remaining balance to be distributed to the residuary beneficiaries of the estate.
--~
Date: _ ,~ / y ~ z
Richard erholtzer
ESTATE OF MARIE E. HERMAN
I, JAMES HERMAN, have read and understand the First and Final Account of the Estate of
Marie E. Herman and understand that there are only sufficient funds to partially pay tY~e specific
bequests stated in Mrs. Herman's Last Will and Testament and after these bequests are paid, there is
no remaining balance to be distributed to the residuary beneficiaries of the estate.
Date: I~VI~ ~ ~ 7~~z
~-
J s Herman
ESTATE OF MARIE E. HERMAN
I, ROBERT HERMAN, have read and understand the First and Final Account of the Estate
of Marie E. Herman and understand that there are only sufficient funds to partially pay the specific
bequests stated in Mrs. Herman's Last Will and Testament and a$er these bequests are paid, there is
no remaining balance to be distributed to the residuary beneficiaries of the estate.
Date: ~°" o/ - t Z f~ ~ ,~
Ro~b-0e-~rt-~-PHerman
ESTATE OF MARIE E. HERMAN
I, VIRGINIA WISE STEVENS, have read acid understand the First and Final Account of
the Estate of Marie E. Herman and understand that there are only sufficient funds to partially pay the
specific bequests stated in Mrs. Herman's Last Will and Testament and after these bequests are paid,
there is no remaining balance to be distributed to the residuary beneficiaries of the estate.
Date: "~~l
Virgima Wise Stevens
ESTATE OF MARIE E, HERMAN
I, ELSIE M. CHRISTNER, have read and understand the First and Final Account of the
Estate of Marie E. Herman acid understand that there are only sufficient fluids to partially pay the
specific bequests stated in Mrs. Herman's Last Will and Testament and after these bequests are paid,
there is no remaining balance to be distributed to the residuary beneficiaries of the estate.
Date: -5 f ~ `~ ~~~ `~
" /-
Elsie M. Christner
ESTATE OF MARIE E. HERMAN
I, TRACEY SATTAZAHN, have read and understand the First and Final Account of the
Estate of Marie E. Herman and understand that there are only sufficient funds to partially pay the
specific bequests stated in Mrs. Herman's Last Will and Testament and after these bequests are paid,
there is no remaining balance to be distributed to the residuary beneficiaries of the estate.
Date: ~~ ~d ~ ~ v2
~~~ ~~'
Tracey Sattazahn
;~~•
ESTATE OF MARIE E. HERMAN
I, CONRAD SMITH, have read and understand the First and Final Account of the Estate of
Marie E. Herman and understand that there are only sufficient funds to partially pay the specific
bequests stated in Mrs. Herman's Last Will and Testament and after these bequests are paid, there is
no remaining balance to be distributed to the residuary beneficiaries of the estate.
_ ~`,
Date: ~' . o do '~- •'"~ G
'`Co a ith
ESTATE OF MARIE E. HERMAN
I, YVONNE YEICH, have read and understand the First and Final Account of the Estate of
Marie E. Herman and understand that there are only sufficient funds to partially pay the specific
bequests stated in Mrs. Herman's Last Will and Testament and after these bequests are paid, there is
no remaining balance to be distributed to the residuary beneficiaries of the estate.
-,._..
Date: ur' $ /Z
Yv nne Yeich
ESTATE OF MARIE E. HERMAN
I, SONDRA GEPFER, have read and understand the First and Final Account of the Estate
of Marie E. Herman and understand that there are only sufficient funds to partially pay the specific
bequests stated in Mrs. Herman's Last Will and Testament and after these bequests are paid, there is
no remaining balance to be distributed to the residuary beneficiaries of the estate.
Date: ~ ~1 z Q 2 .~8
~` Sondra Gepfer
ESTATE OF MARIE E. HERMAN
i. the Peter ~.a.+> t~ un _ of the AMERICAN BIBLE SOCIETY, have read anal
understand the First and Final Acco~:nt of the Estate of Marie E. Herman and understand that there
are only sufficient funds to partially pay the specific bequests stated in Mrs. Herman's Last Will and
Testament and after these bequests are paid, there is no remaining balance to be distributed to the
residuary beneficiaries of the estate.
AMERI BIB SOCIETY
Date: May lo, 2012 ~"~~
By:Peter Rathbun, General Counsel
ESTATE OF MARIE E. HERMAN
I, the (~ of the FIRST UNITED METHODIST CHURCH, have
read and understand the F first and F~ al Accoiuit of the Estate of 1~Iarie E: Herman and understand
that there are only sufficient funds to partially pay the specific bequests stated in Mrs. Herman's Last
Will and Testament and after these bequests are paid, there is no remaining balance to be distributed
to the residuary beneficiaries of the estate.
FIRST UNITED METHODIST CHURCH
Date:~~ a
ESTATE OF MARIE E. HERMAN
I, the ~~41 btJrls~ ~ of the BILLY GRAHAM EVANGELICAL ASSOC, have
read and understand the first and Finai Account of the Estate of ibiarie E. Heenan anti understand
that there are only sufficient funds to partially pay the specific bequests stated in Mrs. Herman's Last
Will and Testament and after these bequests are paid, there is no remaining balance to be distributed
to the residuary beneficiaries of the estate.
~Uangt ~i 5'`(~a.
BIL~Y
Date: 5 \~ 1 ~ ~~
By: j
ASSOC.
~ ~(~ a (~ c~ ~~,,'c~~ev# ~ ~a vase 1
ESTATE OF MARIE E. HERMAN
I, HENRY F. ARVA, have read and understand the First and Final Account of the Estate of
Marie E.1~Iermar~ and understand that t'~ere are only s~.ifficient funds to partially pay the specific
bequests stated in Mrs. Herman's Last Will and Testament and after these bequests are paid, there is
no remaining balance to be distributed to the residuary beneficiaries of the estate.
Henry F. Arva
ESTATE OF MARIE E, HERMAN
I, DONNA JOLLY, have read and understand the First and Final Account of the Estate of
Marie E. Herman and understand that there are only sufficient funds to partially pay the specific
bequests stated in Mrs. Herman's Last Will and Testament and a$er these bequests are paid, there is
no remaining balance to be distributed to the residuary beneficiaries of the estate.
Date: 3 ~~
Donna Jolly
ESTATE OF MARIE E. HERMAN
I, EILEEN WOHLBRUCK, have read and understand the First and Final Account of the
Estate of Marie E. Ilerman and understand that there are only sufficient funds to partially pay the
specific bequests stated in Mrs. Herman's Last Will and Testament and after these bequests are paid,
there is no remaining balance to be distributed to the residuary beneficiaries of the estate.
Date: J1~ ~~ / ~ O~ o ~n n . , // V ~ i/ D ~a, _ .
Eileen Wohlbruck
ESTATE OF MARIE E, HERMAN
I, I~ SMITH, have read and understand the First and Final Account of the Estate of
Marie E. Herman and understand that there are only sufficient funds to partially pay the specific
bequests stated in Mrs, Herman's Last Will and Testament and after these bequests are paid, there is
no remaining balance to be distributed to the residuary beneficiaries of the estate.
Date: :6 ~,J
.~"'
Kim Smith
P