HomeMy WebLinkAbout10-25-12COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA
ORPHANS' COURT DIVISION
FILE N0.21 -12 - 0098
FIRST AND FINAL ACCOUNT OF
KRISTIN M. ROGERS, Executrix of the
ESTATE of ELAINE M. ORNER, Deceased
Late of the Borough of New Cumberland, Cumberland County, Pennsylvania
Date of Death:
Date of Grant of Letters Testamentary
to Kristin M. Rogers
December 18, 2011
January 25, 2012
Date of First Advertisement of Letters:
Cumberland Law Journal
The Sentinel
February 10, 2012
January 28, 2012
Date of Accounting
PURPOSE OF ACCOUNTING:
December 18, 2012 to
October 26, 2012
Kristin M. Rogers, Executrix, offers this Account to acquaint interested parties with the
transactions that have occurred during this administration.
It is important that the Account be carefully reviewed. Requests for additional
information or questions can be discussed with:
Michael L. Bangs, Esquire
Bangs Law Office, LLC
Attorney Identification Number 41263
PA 17011
429 South 18~' Street
Camp Hill
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SUMMARY OF ACCOUNT
PAGE
PRINCIPAL
Receipts of Principal 3 $27,938.70
LESS DISBURSEMENTS
Debts of Decedent 5 $5,448.86
Administrative Expenses 5 $3,469.58
Attorney's Fees 5 $5,000.00
Administrator's Fee 5 $5,000.00
Accountant Fees 5 $0.00
Previous Distributions to Beneficiaries 6 $0.00
$18,918.44
INCOME
Receipts of Income 4 $0.00
COMBINED BALANCE ON HAND $9,020.26
PROPOSED SCHEDULE OF DISTRIBUTION 6
VERIFICATION 7
Page 2
RECEIPTS OF PRINCIPAL
PRINCIPAL _~_ j __~
DATE RECEIPTS
1/25/2012 PNC Bank account $22,832.50
2/15/2012 Refund from Golden Living Center $1,842.21 _
3/6/2012 Refund from GGNCS Admin. Services, LLC I $3,144.20 _
---
4/8/2012 Refund from Capital Blue Cross ~ $119.70,
~ i TOTAL PRINCIPAL RECEIPTS $27,938.61 ~
Page 3
RECEIPTS OF INCOME
~ INCOME ~_~
IDATE RECEIPTS
~ ;TOTAL INCOME RECEIPTS $0.00 ~
Page 4
DISBURSEMENTS OF PRINCIPAL
DATE DEBTS OF DECEDENT
4/5/2012 Golden Living.Center (refund of duplicate credit on account) $550.00
5/16/2012 U.S. Treasury (outstanding balance due) $2,989.86
9/19/2012 Social Security Administration (refund of unearned benefit payment) $1,909.00
TOTAL DEBTS OF DECEDENT: $5,448.86
DATE ADMINISTRATIVE EXPENSES
Register of Wills (probate fee) $107.50
Cumberland Law Journal (estate advertisement) $75.00
1/26/2012 Parthemore Funeral Home $2,890.02
The Sentinel (estate advertisement) $147.06
5/23/2012 Register of Wills (inheritance tax return and inventory filing fee) $30.00
6/6/2012 Register of Wills (additional probate fee) $30.00
Alphagraphics (estimated cost of copy expense for final accounting) $30.00
Register of Wills (filing fee for final accounting) $130.00
Postmaster (estimated cost of mailing final accounting to heirs) $30.00
TOTAL ADMINISTRATIVE EXPENSES: $3,469.58
l DATE I FEES AND COMMISSIONS I I
Bangs Law Office, LLC (attorney fee) $5,000.00
__ Kristin M. Rogers (executrix fee) $5,000.00
TOTAL FEES: $10,000.00
~ TOTAL DISBURSEMENTS OF PRINCIPAL: $18,918.44
Page 5
PROPOSED SCHEDULE OF DISTRIBUTION OF REMAINING PRINC{PAL AND INCOME
NAME DISTRIBUTION
PROPOSED DISTRIBUTION
Richard M. Magill, MD $315.00
PA Department of Public Welfare $8,705.26
Verizon $0.00
Statewide Tax Recovery, Inc. $0.00
$9,020.26
Page 6
AFFIDAVIT
KRISTIN M. ROGERS, Executrix of the Estate of Elaine M. Orner, deceased, hereby
declares under oath that she has fully and faithfully discharged the duties of her office; that the
foregoing 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 identified; that,
to the best of her knowledge, there are no additional claims outstanding against the estate; that all
taxes presently due from the estate have been paid; and that more than four months have elapsed
since the first complete advertisement of the granting of letters in this estate.
This statement is made subject to penalties of 18 Pa. C.S.A. Section 4904 relating to
unsworn falsification to authorities.
M ~~-
KRISTIN M. ROGERS
SUBSCRIBED AND SWORN TO
BEFO E THIS I c{~ DAY OF
, 2012. GU~Iv't~tQ~~1yEAL1H 4f PEN,~sYLYAM~A
NOTAR4AL SEAL
t~fendy K. Strsub, ~fotary Pub4ic
Lower Atlen Township, Cumberland County
~' nay Commission Expires hAay 10, 2015
otary Public
REQUEST FOR DISTRIBUTION
Accountant requests that distribution be determined by the Court in accordance with the
Schedule of Proposed Distribution filed as part of this account.
f~
KRISTIN M. ROGERS, Executrix
Page 7
`~ ~ ~ ~~ ~~
COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA
ORPHANS' COURT DIVISION
FILE N0.21-12 - 0098
FIRST AND FINAL ACCOUNT OF
KRISTIN M. ROGERS, Executrix of the
ESTATE of ELAINE M. ORNER, Deceased
Late of the Borough of New Cumberland, Cumberland County, Pennsylvania
Date of Death: December 18, 2011
Date of Grant of Letters Testamentary
to Kristin M. Rogers January 25, 2012
Date of First Advertisement of Letters:
Cumberland Law Journal February 10, 2012
The Sentinel January 28, 2012
Date of Accounting December 18, 2012 to
October 26, 2012
PURPOSE OF ACCOUNTING:
Kristin M. Rogers, Executrix, offers this Account to acquaint interested parties with the
transactions that have occurred during this administration.
It is important that the Account be carefully reviewed. Requests for additional
information or questions can be discussed with:
Michael L. Bangs, Esquire
Bangs Law Office, LLC r.. .,
Attorney Identification Number 41263 ~ ~~; -~~
429 South 18t" Street Cam Hill PA 17011
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(717) 730-7310 ~~ ~-
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SUMMARY OF ACCOUNT
.PAGE
- -- f-- -----
PRINCIPAL - .- -
Receipts of Principal 3 ''~ $27,93 8.70
-- _ -- _ -
E
NTS
LESS DISBURSEM
i
- - -
_
_
- - - --
Debts of Decedent
-_ -
5
$5,448.86'
- _ ~
Administrative Ex enses !
___ p __ _ __ _ --- _-_- t ----
-_ 5 '' $3,469.58
_ _ _ __ - __ __
~
Attorne s Fees
Y 5 $5,000.00,
- - ---- -
-__ -- _ -- _ _ --
--
--
Administrator s Fee ~,
_ - - _ _-
-- - ---
5 ~
__
--___ rt
$5,000.00
_ _ ~_- - _ __
Accountant Fees 5 , $0.00
Previous Distributions to Beneficiaries 6'~~
- $0.00
-
$18,918.44,
INCOME
--_ _-- --
Receipts of Income
4
$0.00
_- - -
COMBINED BALANCE ON HAND ~ ~~ $9,020.26
PROPOSED SCHEDULE OF DISTRIBUTION
- _ _ - 6
-.
VERIFICATION 7'~
Page 2
RECEIPTS OF PRINCIPAL
Page 3
RECEIPTS OF INCOME
Page 4
DISBURSEMENTS OF PRINCIPAL
DATE DEBTS OF DECEDENT
4/5/2012 Golden Living Center (refund of duplicate credit on account) $550.00
5/16/2012'U.S. Treasury (outstanding balance due) ', $2,989.86
9/19/20121 Social Security Administration (refund of unearned benefit payment) ~~ $1,909.00
TOTAL DEBTS OF DECEDENT: I $5,448.86
--
-- -- __
DATE 'ADMINISTRATIVE EXPENSES
Register of Wills (probate fee) $107.50
----
Cumberland Law Journal (estato advertisement)
----
~' $75.00
1/26/2012 Parthemore Funeral Home $2,890.02
__ __ _ -_
'The Sentinel (estate advertisement)
$147.06
5/23/2012'~Register of Wills (inheritance tax return and inventory filing fee) $30.00
6/6/_2012' Register of Wills (additional probate fee) $30.00
Alphagraphics (estimated cost of copy expense for final accounting) $30.00
__ _ _
Register of Wills (filing fee for final accounting) .
$130.00
Postmaster (estimated cost of mailing final accounting to heirs)
___----_ ', _ $30.00
TOTAL ADMINISTRATIVE EXPENSES: $3,469.58
__ _--- _ - _ --- -- --- - _ - -- - - ------ _ __- - _- _ __
DATE ~ FEES AND COMMISSIONS _ r- __ -- ---___
'~
__ _ --_ _-
'Bangs Law Office, LLC (attorney fee)
$5,000.00
Kristin M. Rogers (executrix fee)
. _ __ _ _ _
___ __ $5,000.00
__
TOTAL FEES:
__ $10,000.00
__ _ _ _
TOTAL DISBURSEMENTS OF PRINCIPAL:
___
__ _ ___ __
___ _ __
' $18,918.44
_ _ _-
__
Page 5
PROPOSED SCHEDULE OF DISTRIBUTION OF REMAINING PRINCIPAL AND INCOME
NAME DISTRIBUTION
PROPOSED DISTRIBUTION
Richard M. Magill, MD
PA Department of Public Welfare
Verizon
Statewide Tax Recovery, Inc.
Page 6
AFFTI~AVTT
KRISTIN M. ROGERS, Executrix of the Estate of Elaine M. Orner, deceased, hereby
declares under oath that she has fully and faithfully discharged the duties of her office; that the
foregoing 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 identified; that,
to the best of her knowledge, there are no additional claims outstanding against the estate; that all
taxes presently due from the estate have been paid; and that more than four months have elapsed
since the first complete advertisement of the granting of letters in this estate.
This statement is made subject to penalties of 18 Pa. C.S.A. Section 4904 relating to
unsworn falsification to authorities.
KRISTIN M. ROGERS
SUBSCRIBED AND SWORN TO
BEFO l~IE. THIS / ~ DAY OF
'~~~z~' -~ 2012. ,co>n~r~far~w~~ iuAr~fA
N4TNfz+,~L SEAL
l~'iiar?riy i~. Straub, ?~sctary Puoiic
~ Lower Atten 7ou•nship, Curt~b~rianc: County
~ f ~ .~„_ ~ /'"~~ ray Carramissfon Expires fvfay 10, 2~1 ~
otary Public
t..
REQUEST FOR DISTRIBUTION
Accountant requests that distribution be determined by the Court in accordance with the
Schedule of Proposed Distribution filed as part of this account.
~'
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KRISTIN M. ROGERS, Executrix
Page 7