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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 ~. `T~~~' , , (717) 730-7310 n ~c~ "~~~ -~~ ~' ~-~~ ~: ~; __ .,_ , ,_ .>_._ N ~.~... r `~. _ f f ~ fl ~- - ' . ~7r _.: j l -_~.~# ~ __ ~'\ t_..._ ~-Ti y~,,_ Y L.~ .~- V 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 p ~ ~ ~ ~ --~ ~ r,-, ~' (717) 730-7310 ~~ ~- ` ---~ =_'J ~: __ N r -~: ~ ~~ ~ ~., c~ ~-- - ~_ ,.__ ~; f _l _ :~~ ~ ~ ~~- `~ ._.. ~ ~ -~-~. 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. ~' ~.f~: ~f ~- ~^ KRISTIN M. ROGERS, Executrix Page 7