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Home My WebLink About02-18-14 (3) In the Court of Common Pleas of Cumberland County, Pennsylvania Orphans' Court Division r , �.� �:._.W �--r File No. 21-12-1341 ��; .�� _,., ;,� ,�r�� -� , -- -�-- -- Estate of Joyce Eleanor Reith, Deceased r=�?== ' ^ ��`- c� -i Late of Township of Silver Spring c`� !. -: E��_; �� , Informal Account and Release °`-- � = =�' � � ,-,-; ---, .. s-- p f � �.. �-•7� � -,-, Colleen F Viccaro, Executrix Date of Death: 12/19/2012 Date of Executrix's Appointment: 12/31/2012 Date of First Complete Advertisement: 01/29/2013 Accounting for the period: 12/19/2012 to 01/24/2014 Purpose of Account: Colleen F Viccaro, Executrix, 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 for additional information or questions or objections can be discussed with: Wayne M Pecht Esq. Pecht 8�Associates, PC 650 North Twelfth St., Suite 100 Lemoyne, PA 17043 717-691-9808 Supreme Court I.D. No. 38904 SUMMARY OF ACCOUNT Estate of Joyce Eleanor Reith, Deceased For the period of December 19, 2012 throu�h January 24, 2014 Fiduciary Current Acquisition PAGES Value Value Proposed Distributions to Beneficiaries 42,840.33 PRINCIPAL Receipts: This Account 72,907.19 Net Gain (or Loss) on Sales or Other Dispositions 0.00 72,907.19 Less Disbursements: Debts of Decedent 5,628.14 Funeral Expenses 15,345.00 Administration Expenses 630.36 Federal, State& Local Taxes 1,691.27 Commissions 3,500.00 Fees 3,358.14 Family Exemption 0.00 30,152.91 Balance Before Distributions 42,754.28 Transfer to(from) Principal 86.05 Distributions to Beneficiaries 0.00 Principal Balance on Hand 42,840.33 For Information: Investments Made Changes in Holdings INC ME Receipts This Account 86.05 Net Gain (or Loss) on Sales 0.00 or Other Dispositions 86.05 Less Disbursements 0.00 Balance Before Distributions 86.05 Transfer to (from) Income -86.05 Distributions to Beneficiaries 0.00 Income Balance on Hand 0.00 For Information: Investments Made Changes in Holdings COMBINED BALANCE ON HAND 42,840.33 Signature Verification SCHEDULE A RECEIPTS OF PRINCIPAL Assets Listed in Inventory Fiduciary (Valued as of Date of Death) Acquisition Value Cash The Bridges At Bent Creek-refund 1,655.00 Health Insurance Premium -refund 169.30 Myers Buhrig Funeral Home-refund 507.77 Sovereign Bank#xxx4022-checking account 19,279.08 Total Cash 21,611.15 Stocks/Listed Edward Jones -Account No.: 270-05618-1-0 47,962.62 64.00000 shares MetLife-trust shares 3,333.42 Total Stocks/Listed 51,296.04 Total Receipts �2.907.19 Total Receipts of Principal �2,907.19 SCHEDULE C DISBURSEMENTS OF PRINCIPAL Debts of Decedent 12/19/2012 Citi Mastercard-Account No.: xxxx6242 1,753.68 01/01/2013 West Shore EMS-205 Grandview Avenue, Camp Hill, 1,002.46 PA 17011 01/06/2013 Sovereign Bank-items cleared after date of death 2,812.98 04/06/2013 Holtgate Podiatry-medical expense 8.33 04/10/2013 Pharmacy expenses 50.69 Total Debts of Decedent 5,628.14 Funeral Ex ep nses 01/06/2013 Myers Buhrig Funeral Home-37 East Main Street, 15,345.00 Mechanicsburg, PA 17055 Total Funeral Exnenses 15,345.00 Administration Ex ep nses 12/19/2012 Cumberland Law Journal -Estate Legal 75.00 Advertisement 12/19/2012 Register of Wills, Cumberland County-Probate Fee 273.50 02/11/2013 The Patriot News-Estate Legal Advertisement 231.86 08/27/2013 Register of Wills,Cumberland County-Filing Fee, 30.00 Inheritance Tax Return and Inventory 01/20/2014 Register of Wills,Cumberland County-Filing fee, 20.00 Informal Account and Release Total Miscellaneous Administrative Exnenses 630.36 Federa�, State�,and Local Taxes 08/23/2013 Register of Wills,Agent-inheritance tax due 1,691.27 Total Taxes 1,691.27 SCHEDULE C DISBURSEMENTS OF PRINCIPAL Continued Commissions 01/24/2014 Colleen F.Viccaro-executrix fee 3,500.00 Total Commissions 3,500.00 Fees 01/12/2013 Pecht&Associates, PC-Attorney's Fees 268.14 04/06/2013 Cathy Snavely-income tax preparation 90.00 01/20/2014 Pecht 8�Associates, PC-Attorney's Fees 3,000.00 Total Fees 3,358.14 TOTAL DISBURSEMENTS OF PRINCIPAL 30,152.91 PRINCIPAL BALANCE ON HAND Current Value Fiduciary 01/24/2014 Acquisition # Units Description or as Noted Value ash, Estate Account 42,840.33 42,840.33 Total Cash 42,840.33 42,840.33 42,840.33 42,840.33 � SCHEDULE G RECEIPTS OF INCOME �ividend Edward Jones 04/15/2013 dividend payment 71.23 71.23 MetLife 04/15/2013 dividend 11.00 11.00 TOTAL DIVIDEND INCOME 82.23 Interest/Bank Estate checking account 01/06/2014 interest earned 7/7/13-1/6/14 3.82 3.82 TOTAL BANK INTEREST 3.82 TOTAL RECEIPTS OF INCOME 86.05 TRANSFERS TO (FROM) INCOME D�g Descri tp ion Am un 01/24/2013 Bank Transfer -86.05 -86.05 Transfers To(From) Income- 1 COMBINED BALANCE ON HAND Current Value Fiduciary 01/24/2014 Acquisition # Units Description or as Noted Value i�ash Estate Account 42,840.33 42,840.33 Total Cash 42,840.33 42,840.33 42,840.33 42,840.33 PROPOSED DISTRIBUTIONS TO BENEFICIARIES Current Value Fiduciary 01/24/2014 Acquisition or as noted Value TO: Colleen F Viccaro Distribution -Colleen Viccaro 1/3 share 14,280.11 14,280.11 TO: Kevin A Reith Distribution -Kevin A. Reith 1/3 share 14,280.11 14,280.11 TO: Trust FBO Brian R. Reith under Will of Joyce Eleanor Reith Distribution -Trust FBO Brian R. Reith under Will of Joyce Eleanor 14,280.11 Reith 1/3 share 14,280.11 Total 42,840.33 In the Court of Common Pleas of Cumberland County, Pennsylvania Orphans' Court Division File No. 21-12-1341 Estate of Joyce Eleanor Reith, Deceased Verification Colleen F Viccaro, Executrix under the Last Will and Testament of Joyce Eleanor Reith, Deceased, hereby declares under oath that he/she has fully and faithfully discharged the duties of his/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 his/her knowledge,there are no claims now outstanding against the Estate; that all taxes presently due from the Estate have been paid; and that the grant of Letters Testamentary and the first complete advertisement thereof occurred more than four months before the foregoing Account. This statement is made subject to penalties of 18 Pa. C.S.A. Section 4904 relating to unsworn falsification to authorities. / � 7 �� / Dated: / /cy'r� �.�`� � � (�� Ly �'C lf��/� Colleen F Viccaro, Executrix