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Home My WebLink About01-30-14 ,=* , ., s � � �'� In The Court Of Common Pieas Of Cumberland County, Pennsylvania Orphans' Court Division File No. 21-12-00577 Estate of Rhoda C. WiEkwire, Deceased FIRST AND FINAL ACCOUNT AND STATEMENT 4F PROPOSED DISTRIBUTION W. Peter Wickwire, Jr., Executor Date of Death: 5/OS/2012 Executor Appointment 5/21/2012 Dates of Advertisement Cumberland Law Journal 6/22/12, 6/29/12, 7/6/12 The Sentinel 6/9/12, 6/16/12, 6/23/12 Accounting for the period: 5/21/2012 to 10/-3� /13 Purpose: W. Peter Wickwire, Jr., Executor, offers this Account to acquaint interested parties with the transactions that have occurred during the administration It is important that the Account be carefully examined. Requests fc�,, additior� infor�,ation or � -t'= � � : questions or objections can be discussed with: � � � � � � � � ;�` r� � 3"�► C�J "� � � � � .� � � � William L. Grubb, Esquire � �'•' � £, � 3803 Getlysburg Road � � � � "' � Camp Hill, Pa 17011 �' � � ►� � � 717 763-5580 � `� �r, r` � � � � � ID No. 72661 �' Note: This accounting has been prepared in accordance with information provided by the Executor, particularly with respect to reimbursements, expenses, distributions and fund balances. All bank and investment accounts were maintained and redeemed by Executor, W. Peter Wickwire, ]r. ��, � . , � . ► ' SUMMARY OF ACOUNT Estate of Rhoda C. Wickwire, Deceased For the period 5/21/2012 to 10/-��J13 Proposed Distribution to Beneficiaries $11.870 25 �- PRINCIPAL Receipts $315,673.91 Net Gain (Loss) on Sales 0 $315,673.91 Less Disbursements: Debts of Decedent 9,969.05 Funeral Expenses 3,089.31 Administration Expenses 13,552.18 Commissions 0.00 Fees 8,788.56 35,399.10 Balance Before Distributions 280,274.81 Distributions to Beneficiaries 270,000.00 Principal Balance on Hand 10,274.81 Receipts and Income 1,595.44 COMBINED BALANCE ON HAND 11,870.25 . i ' + SCHEDULE A RECEIPTS OF PRINCIPAL Fiduciary Acquisition Value Checking Account Members lst Account Number 374830-11 1,381.74 Savings Account Members lst Account Number 374830-00 5.00 Money Market Account Members lst Account Number 293936-OS 231,835.08 Savings Account Members lst Account Number 293936-00 5.49 Certificate of Deposit Members lst Account Number 293936-52 30,797.84 Savings Account PSECU,date of death 8215-01 5.14 Checking Account PSECU 8215-04 5.70 Money Market PSECU 8215-07 2.82 Certificate of Deposit PSECU 8215-54 51,635.10 TOTAL $315,673.91 ► �, � SCHEDULE B GAINS AND LOSSES ON SALES OR OTHER DISPOSITIONS - PRINCIPAL Item Gain Loss PSECU,Account 8215,interest Interest $363.24 Members lst.Account 293936 interest&dividends Interest&Dividend $610.73 Members lst,Account 374830, interest Interest $0.55 M lst Estate Checking Account Interest Interest $358.92 VA Burial Benefit Benefit $262.00 $1,595.44 . � a ' SCHEDULE C DISBURSEMENTS OF PRINCIPAL DEBTSOF DECEDENT Messiah Lifeways,Messiah Village $9,760.05 Taxes—State Income Tax $28.00 Taxes—Federal Income Tax $181.00 $9,969.05 FUNERAL EXPENSES Funeral Home Malpezzi Funeral Home $2,476.24 Luncheon Virginia Nut Shop $90.00 Luncheon Wegman's $906.87 Postage&cards of Thanks $16.20 $3,089.31 ADMINISTRATIVE EXPENSES Publication Fee—Carlisle Sentinel $136.44 Publication Fee—Cumberland Law Journal $75.00 Probate Fees $605.00 PA Inheritance Tax $12,570.74 Additional Probate Fee $165.00 $13,552.18 COMNIISSIONS W.Peter Wickwire,Jr.-Executor Commission $0.00 FEES Attorney Fee—W.L. Grubb,Esq. $8,788.56 $8,788.56 TOTAL DISBURSEMENT OF PRINCIPAL $35,399.10 _ _____ _ _ _ _ _ � � ' � SCHEDULE D DISTRIBUTIONS OF PRINCIPAL Karen Respress Distribution No. 1 Cash $45,000.00 Total $45,000.00 Paula Sylvester Distribution No. 1 Cash $45,000.00 Tota1 $45,000.40 Gail Wickwire Distribution No. 1 Cash $45,000.00 Tota1 $45,000.00 Kris Wickwire Distribution No. 1 Cash $45,000.00 Total $45,000.00 Michele Wickwire Distribution No. 1 Cash $45,000.00 Total $45,000.00 W. Peter Wickwire,Jr. Distribution No. 1 Cash $45,000.00 Total $45,000.00 Total Distribution No. 1 $270,000.00 . � ► ' SCHEGULE G RECEIP'TS OF INCOME Item Gain Loss PSECU,Account 8215,interest Interest $363.24 Members lst.Account 293936 interest&dividends Interest&Dividend $610.73 Members lst,Account 374830, interest Interest $0.55 M lst Estate Checking Account Interest Interest $358.92 VA Burial Benefit Benefit $262.00 $1,595.44 > �'" � PROPOSED DISTRIBUTIONS TO BENEFICIARIES Karen Respress — Proposed Distribution $1,978.38 Paula Sylvester — Proposed Distribution $1 978.38 ► Gail Wickwire — Proposed Distribution $1,978.38 Kris Wickwire — Proposed Distribution $1,978.38 Michele Wickwire — Proposed Distribution $1,978.38 W. Peter Wickwire, Jr. — Proposed Distribution $1,978.35 � , .. � . . In The Court Of Common Pleas Of Cumberland County, Pennsylvania Orphans' Court Division File No. 21-12-00577 Estate of Rhoda C. Wickwire, Deceased VERIFICATION W. Peter Wickwire, Jr., Executor under the Last Will and Testament of Rhoda C. Wickwire, Deceased, hereby declares under oath that she has 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 paid in full; that, to her knowledge, there are no claims now outstanding against the Estate; that all taxes presently due from the Estate have been paid. This statement is made subject to penalties of 18 Pa.C.S.A. §4904 relating to unsworn falsification to authorities. • �c�' ,�fl Z o f �i'(J ��- `�'. ��ted. � , W. 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