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HomeMy WebLinkAbout06-12-13 612 Status Report Cumberland scn/est Pa. O.C. RULE 6.12 STATUS REPORT REGISTER OF WILLS OF CUMBERLAND COUNTY,PENNSYLVANIA Name of Decedent: John L. Prokop Date of Death: March 9, 2011 Estate No: 2011-00431 PA No: 21-11-0431 Pursuant to Rule 6.12 of the Supreme Court Orphans' Court Rules, 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: Yes X No )(I- 2. If the answer is No, state when the personal representative reasonably believes that the administration will be complete: If the answer to No. 1 is yes, state the following: a. Did the personal representative file a final account with the Court? Yes No X b. The separate Orphans' Court No. (if any) for the personal representative's account is: C. Did the personal representative state an account informally to the parties in interest? Yes X No d. Copies of receipts, releases, joinders and approvals of formal or informal accounts may be filed with the Clerk of the Orphans' Court and may be attached to this report. Copies of the First and Final Account and the proofs of publication appearing in the "Cumberland Law Journal" on April 22 &29 and May 6, 2011; and in "The Sentinel" on April 22 & 29 and May 6, 2011. Date: June 12, 2013 �/� ( �• �f Steve C. Nicholas, Esquire Cj Cl- Nicholas Law Offices PC uj _j N - 2215 Forest Hills Drive, Suite 37 `' c Harrisburg, PA 17112-1099 u u u g (717) 540-7746 `'� v _j Supreme Court ID No. 06845 I..r L –' z � Capacity: Admin CTA w. q u_. m C, g t-' w _ O � CC o C.'j Ob PROOF OF PUBLICATION OF NOTICE IN CUMBERLAND LAW JOURNAL (Under Act No. 587, approved May 16, 1929), P. L.1784 COMMONWEALTH OF PENNSYLVANIA : SS. COUNTY OF CUMBERLAND Lisa Marie Coyne,Esquire, Editor of the Cumberland Law Journal, of the County and State aforesaid, being duly sworn,-according to-law, deposes and.says that the Cumberland Law Journal, a legal periodical published in the Borough of Carlisle in the County and State aforesaid, was established January 2, 1952, and designated by the local courts as the official legal periodical for the publication of all legal notices, and has, since January 2, 1952, been regularly issued weekly in the said County, and that the printed notice or publication attached hereto is exactly the same as was printed in the regular editions and issues of the said Cumberland Law Journal on the following dates, viz: April 22 April 29 and May 6 2011 Affiant further deposes that he is authorized to verify this statement by the Cumberland Law Journal, a legal periodical of general circulation, and that he is not interested in the subject matter of the aforesaid notice or advertisement, and that all allegations in the foregoing statements as to time, place and character of publication are true. Lisa Marie Coyn , Editor SWORN TO AND SUBSCRIBED before me this 6 day of May,2011 Notary Prokop,Sohn L.,deed. Late of Hampden Township. Administrator C.T.A.: Steve C. Nicholas, Esquire, Nicholas Law Offices, P.C., 2215 Forest Hills Drive, Suite 37, Harrisburg, PA NOTARIAL SEAL 17112-1099. DEBORAH A COLLINS Attorney: James L. Walsh, Es- Notary Public quire, 2215 Forest Hills Drive, 1099. CARLISLE BOROUGH,CUMBERLAND COUNTY Suite 37, Harrisburg, PA 17112- My Commission Expires Apr 28,2014 PROOF OF PUBLICATION State of Pennsylvania, County of Cumberland iackie Cox Retail Sales Mana er of The Sentinel,of the County and State aforesaid, being duly sworn,deposes and says that THE SENTINEL,a newspaper of general circulation in the Borough of Carlisle,County and State aforesaid,was established December 136, 1881,since which date THE SENTINEL has been regularly issued in said County,and that the printed notice.or publication attached hereto is exactly the same as was printed and published in the regular editions and issues of THE SENTINEL on the following day(s): April 22,April 29 and May 6 2011 COPY OF NOTICE OF PUBLICATION Affiant further deposes that he/she is not NoncE interested in the subject matter of the FSteve OFADMINISTRATIONC.TA.IntheESlateofJONNLPROKOP, aforesaid notice or advertisement, and that mptlerrTownship,Cumberlantl Country,Pennsylvania,having all allegations in the foregoing statement as ntetl to Steve C.Nicholas. to time,place and character of publication Indebted to the said Estate are required to make.immediate and those having claims win present them for settlement to: are true. C.Nicholas,Esquim,Adminikmor CTA - Nicholas Law Offices,P.C. 2215 Forest Hills Drive,Subs 37 ' Harrisburg,PA 17112-IM Or to: James L.Walsh,Esquire 2215 Forest Hills Drive,Suite 37 Harrisburg,PA 17112-1099 i Sworn tq and subscribed before me this Notary Public My commission expires: NOTARIAL SEAL BAMBI ANN HECKENDORN Notary Public CARLISLE BOROUGH,CUMBERLAND CNTY My Commission Expires Jan 27.2014 Prokop John In and Final Account scn/estates COURT OF COMMON PLEAS OF CUMBERLAND COUNTY ORPHANS' COURT DIVISION 9TH JUDICIAL DISTRICT PA File No: 2111-0431 No: 2011-00431 ESTATE OF JOHN L. PROKOP, DECEASED LATE OF HAMPDEN TOWNSHIP FIRST AND FINAL ACCOUNT OF STEVE C. NICHOLAS Administrator C.T.A. Date of Death: March 9, 2011 Letters Testamentary Granted: April 11, 2011 First Complete Advertisement of Letters: April 22, 2011 Account Stated To: June 12, 2013 By: Steve C. Nicholas, Administrator CTA Estate of John L. Prokop 2215 Forest Hills Drive, Suite 37 Harrisburg, PA 17112-1099 (717)540-7746—phone (717)541-1527 - fax SUMMARY OF ACCOUNT PRINCIPAL PRINCIPAL RECEIPTS Principal per Inventory filed December 9, 2011 $536,950.11 Adjustments to Principal Interest on PNC Estate Acct #5006468643 add 55.89 Interest on Susq Valley FCU Acct#14273-35 add 122.89 Sale of 1990 Toyota add 50.00 PNC Bank Acct#50-0627-8137 add 113,499.63 (joint acct with Freda Prokop-Vladyka) PNC Bank Acct#51-4106-0236 add 10,218.28 (joint acct with Freda Prokop-Vladyka) Susq Valley FCU Acct #14273-00 add 5.00 (joint acct with Freda Prokop-Vladyka) Sale of 119 W Clearview Drive less (16,110.59) 4,500 shares of PNC Stock less (27,360.00) Principal receipts subsequent to filing Inventory PNC Stock Dividends add 3,150.00 Metlife Dividend add 33.30 Nationwide Insurance Refunds add 625.30 Patriot News Refund add 29.55 AT&T Refund add 17.17 CVS Refund add 53.36 2011 US Income Tax Refund add 894.00 Sovereign Bank Acct#2042974 add 15,247.77 Discover Card Refund add 25.98 Total Principal Adjustments & subsequent receipts $100,557.53 Adjusted Principal Receipts $637,507.64 Total Principal Disbursements (see page 4) less $205,423.79 NET PRINCIPAL RECEIPTS $432,083.85 2 ADVANCED DISTRIBUTIONS Freda Propkop-Vladyka $255,465.00 (Transfer of 4,500 shares of PNC Stock) Estate of Freda Prokop-V ladyka $120,289.41 (Proceeds from sale of 119 W Clearview) Total advanced Distributions less $375,754.41 BALANCE FOR DISTRIBUTION $ 56,329.44 RESERVE less $ 5,000.00 CASH BALANCE REMAINING FOR DISTRIBUTION $ 51,329.44 3 PRINCIPAL REAL ESTATE: 119 W. Clearview Drive, Camp Hill, PA 17011 $136,400.00 (Tax Parcel Number 10-21-0279-100) PERSONAL ESTATE: 1. 4500 shares of PNC Financial Svcs Group @ $62.85 $282,825.00 2. Susquehanna Valley Bank Acct#xxxxx-35 $103,546.99 3. 2006 Buick Sedan VIN I G4HD57246U235767 $ 8,400.00 4. 1990 Toyota Canny VIN 4T1SV22EILU172979 $ 1,600.00 5 Medicare Refund $ 31.00 6. Cumberland County Veterans Payment $ 100.00 7. 2010 PA Income Tax Refund $ 1,114.00 8. 2010 Federal Income Tax Refund $ 2,410.00 9. PISI Eye/Dental Insurance Refund $ 115.98 10. Fleet Family Readiness Svcs Club Refund $ 52.00 11. Nationwide Insurance Refund $ 320.00 12. MetLife Insurance Refund $ 22.72 13. Comcast Refund $ 12.42 TOTAL PRINCIPAL RECEIPTS $536,950.11 4 PRINCIPAL DISBURSEMENTS Date Payee - Purpose Amount 04/26/11 Freda Prokop-Vladyka- cash for daily living expenses 200.00 05105111 Freda Prokop-Vladyka- cash for daily living expenses 50.00 05/06/11 Neill Funeral Home - funeral costs 9,833.35 Sovereign Bank-fee for date of death balances 20.00 Country Meadows Associates - final bill 374.28 Urology of Central PA-final bill 10.00 ATT-phone 149.64 Shedlosky & Panas Dental-final bill 84.00 05/11/11 ATT Mobility-cell phone 211.53 Michael Langan, Treasurer-2011 County/Twp Taxes 300.22 Michael Langan, Treasurer-2011 Per Capita Tax 10.00 Holy Trinity Greek Orthodox Cathedral-40 day memorial 50.00 Philoptochos-coffee hour/40 day memorial 50.00 Sophia Kaldes-Koliva/40 day memorial 100.00 05/20/11 PPL Electric Utilities Corp-electric 119.81 Hampden Twp Authority-quarterly sewer 165.01 05/23/11 Keystone Oil-home oil delivery 1,419.01 05/25/11 Nicholas Law Offices, PC -Reimbursements to 5/25/11 685.22 [Probate fee($390.50),postage($10.94)and legal advertising($283.78)] 06/01/11 PA American Water-water 129.23 Comcast-tv/cable 128.81 06/06/11 AT&T - phone 48.81 06/07/11 Register of Wills, Agent-Inheritance Tax Payment 127,500.00 Register of Wills-2 Short Certificates 8.00 06/09/11 Nationwide Insurance-auto insurance 766.70 06/10/11 Carol A Schreckengaust CPA -2010 tax preparation 157.50 06/16/11 PA SERS -refund partial March payment 1,808.89 06/24/11 PPL Electric Utilities Corp-electric 47.12 Comcast-tv/computer 70.71 06/27/11 PA American Water-water 36.58 06/30/11 Discover-final credit card payment 170.60 07/11/11 Barry R. Hake-lawn care 180.00 Hampden Township-quarterly sewer 150.00 AT&T-phone 48.81 Commonwealth of PA-renew auto registration 36.00 07/27/11 PPL Electric Utilities-electric 71.85 Michael Langan, Treasurer-2011 School Tax 1,087.27 5 07/27/11 PA American Water-water 13.54 Progress Ave Service Center-repairs to Buick 515.91 Progress Ave Service Center-repairs to Toyota 1,731.63 07/28/11 Progress Ave Svc Center-battery for Toyota 104.94 08/01/11 Register of Wills- Short Certificate 4.00 08/04/11 Comcast-tv/cable 62.76 AT&T -phone 48.75 Barry R. Hake-lawn care 220.00 Progress Ave Svc Center-air conditioner repair for Toyota 308.12 08/15/11 PPL Electric Utilities Corp-electric 83.29 08/25/11 Comcast-tv/cable 66.06 08/29/11 PA American Water- water 13.54 08/31/11 Robert F. Spangler, Sr. -brokerage services 1,275.00 09/07/11 ATT-phone 48.75 09/12/11 Estate of John L. Prokop-reactivate Fulton Bank acct#*****6661 100.00 09/16/11 Barry R. Hake-Lawn Care 120.00 PPL Electric Utilities Corp-electric 36.58 10/10/11 PA American Water-water 13.54 ATT-phone 48.75 Barry R. Hake - Lawn care 150.00 Hampden Twp Authority- quarterly sewer 150.00 10/11/11 Register of Wills-2 Short Certificates 8.00 10/18/11 PPL Electric Utilities - electric 33.40 Progress Ave Svc Center-storage of Camry until sale 508.78 11/04/11 PA American Water - water 16.26 ATT-phone 48.86 11/15/11 PPL Electric Utilities-electric 32.93 11/30/11 Cumberland Valley Tree Service-downed tree removal 1,088.00 12/06/11 ATT -phone 48.86 12/09/11 Register of Wills-Inventory 15.00 Register of Wills-Inheritance Tax Returns 15.00 Register of Wills, Agent-Inheritance Tax 19,819.69 Register of Wills-Additional Probate Fee 150.00 01/05/12 Nationwide Insurance-homeowners insurance 505.00 PPL Electric Utilities 43.08 01/13/12 ATT-phone 48.86 PPL Electric Utilities - electric 1.24 Hampden Twp Authority-quarterly sewer 155.05 Cumberland Valley Tree Service-stump removal 295.00 02/06/12 Nationwide Insurance-homeowners insurance 420.00 6 02/13/12 ATT—phone 51.38 Katrin Walker—reimbursement for carpet cleaning 106.00 04/04/12 Michael Langan, Treasurer— 2012 County/Twp Taxes 294.21 04/06/12 Hampden Twp Authority—quarterly sewer 155.05 04/13/12 Schreckengaust Associates—2011 tax preparation 341.25 04/16/12 PA Dept of Revenue—2011 PA-40 163.00 PA Dept of Revenue—2011 PA-41 1.00 06/12/12 Register of Wills— Short Certificate 4.00 10/03/12 Nicholas Law Offices, PC—Atty's fees/costs to 11/30/2011 18,560.00 04/08/13 PA Dept of Revenue—2012 PA-41 23.00 Schreckengaust Associates—2012 tax preparation 157.50 06/12/13 Nicholas Law Offices, PC—Atty's fees from 12/01/2011 to 10,920.28 06/12/2013 TOTAL PRINCIPAL DISBURSEMENTS $205,423.79 7 NOTE: The following assets were owned jointly with Freda Prokop-Vladyka, the sister of the Decedent, and passed solely to her upon Decedent's date of death by operation of law. Bank/Acct# Date of Death Balance 1. Citizens Bank a. xxxxxxx520-5 $ 400.08 b. xxxxxxx409-4 $ 109,960.03 2. Fulton Bank 3624-56611 $ 113,981.76 3. Fulton Financial Corp (215 shares @ $11.33/share) $ 2,435.95 4. M&T Bank a. 000009846395714 $ 35.07 b. 015004216707181 $ 111,342.01 5. Members I" FCU a. 205113-0000 $ 25.00 b. 205113-0042 $ 105,029.14 6. Mid Penn Bank 9019365 $ 105,752.86 7. PNC Bank a. 50-0627-8137 $ 113,458.70 b. 51-4016-0236 $ 10,718.07 C. 50-0093-3735 $ 84,818.69 d. 50-0627-8241 $ 109,028.50 e. 50-8024-6803 $ 1,000.00 8. PSECU a. 0193xxxxxx S-1 $ 438.73 b. 0193xxxxxx C-52 $ 110,146.84 9. Sovereign Bank a. 2331042594 $ 12,252.75 b. 2331111057 $ 25.00 C. 2334082864 $ 158,535.56 d. 2334082929 $ 110,122.70 e. 931081254 $ 20.00 10. Susquehanna Valley FCU 14273-00 (S) $ 5.00 Total jointly owned assets $1,259,532.44 8 VERIFICATION I verify that the statements made in foregoing First and Final Account of the Estate of John L. Prokop are true and correct to the best of my knowledge. I understand that false statements herein are made subject to the penalties of 18 Pa. C.S. Section 4904, relating to unswom falsification to authorities. Dated: — Steve C. Nicholas, Administrator CTA Estate of John L. Prokop 9 COURT OF COMMON PLEAS OF CUMBERLAND COUNTY ORPHANS' COURT DIVISION 9TH JUDICIAL DISTRICT PA File No: 2111-0431 No: 2011-00431 ESTATE OF JOHN L. PROKOP, DECEASED LATE OF HAMPDEN TOWNSHIP PROPOSED DISTRIBUTION SUGGESTED BY STEVE C. NICHOLAS Administrator C.T.A. By: �(uW` Steve C. Nicholas, Administrator CTA Estate of John L. Prokop 2215 Forest Hills Drive, Suite 37 Harrisburg, PA 17112-1099 (717)540-7746—phone (717)541-1527 - fax 10 PROPOSED DISTRIBUTION The Decedent died unmarried and testate. All inheritance taxes and administration expenses of the Estate have been paid in full or funds reserved for payment. Your Accountant has not received notice of any possible following claims. After payment of all verified claims, the balance of the value of the assets remaining for distribution, including principal and income, consisting solely of cash totals $56,329.44. Your Accountant intends to hold the sum of$5,000.00 in reserve for payment of any future fiduciary income taxes and any reimbursements that may be owed. $56,329.44 less the $5,000.00 reserve leaves a balance of$51,329.44 for distribution. Under the terms of Decedent's Last Will and Testament at Article 1I, Testator gave and bequeathed his automobiles, household and personal effects and other tangible personalty (not including cash or securities), together with any exiting insurance thereon to his sister, Aphrodite (Freda) Prokop. At Article III, Testator gave and bequeathed the rest, residue and remainder of his Estate to Aphrodite (Freda) Prokop. Aphrodite (Freda) Prokop was also known by her married name of Freda Prokop-Vladyka. Aphrodite (Freda) Prokop-Vladyka survived the Decedent. Thereafter, Freda Prokop-Vladyka died on October 3, 2011 and her Estate is entitled to her share of Decedent's Estate. The balance of $5,000.00 shall be held in reserve to pay any further miscellaneous expenses, fiduciary income taxes, etc., at the discretion of the Administrator C.T.A. and any balance thereafter remaining, shall be distributed to the Estate of Freda Prokop-Vladyka. 11