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Home My WebLink About03-07-14 In the Court of Common Pleas of Cumberland County, Pennsylvania Orphans' Court Division File No. 21-13-0117 Estate of Eleanor B. Fortini Deceased Informal Account and Release of Anthony Fortini, Executor Date of Death: 01118/2013 Date of Executor's Appointment: 0113112013 Date of First Complete Advertisement: 03/08/2013 Accounting for the period: 01/18/2013 to 01/31/2014 Purpose of Account: Anthony Fortini, 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 for additional information or questions or objections can be discussed with: Wayne M Pecht Esq. Pecht&Associates, PC 650 North Twelfth St., Suite 100 Lemoyne, PA 17043 N 717-691-9808 20 Supreme Court I.D. No. 38904 M !i�� m c-? �,A m r r Vim J �C7 r)O OC-- T y en ��.C7 SUMMARY OF ACCOUNT Estate of Eleanor B. Fortini, Deceased For the period of January 18, 2013 through January 31, 2014 Fiduciary Current Acquisition PAGES Value Value Proposed Distributions to Beneficiaries 154,767.49 PRINCIPAL Receipts: This Account 172,640.21 Net Gain (or Loss) on Sales or Other Dispositions 0.00 172,640.21 Less Disbursements: Debts of Decedent 1,286.94 Funeral Expenses 885.00 Administration Expenses 1,283.81 Federal, State& Local Taxes 9,004.30 Commissions 0.00 Fees 5,418.45 Family Exemption 0.00 17,878.50 Balance Before Distributions 154,761.71 Transfer to(from) Principal 0.00 Distributions to Beneficiaries 0.00 Principal Balance on Hand 154,761.71 For Information: Investments Made Changes in Holdings NI COME Receipts This Account 5.78 Net Gain (or Loss)on Sales 0.00 or Other Dispositions 5,78 Less Disbursements 0.00 Balance Before Distributions 5.78 Transfer to(from) Income 0.00 Distributions to Beneficiaries 0.00 Income Balance on Hand 5.78 For Information: Investments Made Changes in Holdings COMBINED BALANCE ON HAND 154,767.49 Signature Verification RECEIPTS OF PRINCIPAL Assets Listed in Inventory Fiduciary (Valued as of Date of Death) Acquisition Value Cash Deposit-to open checking account-cash 25.00 PA Department of Revenue-refund inheritance tax 3,401.33 Pinnacle Health-refund unused premium 20.05 PSECU#0109xxxx-Certificate of Deposit 8,225.90 Total Cash 11,672.28 Personal Property 2000 Toyota Camry-as sold 5,000.00 Household furnishings-as sold 4,350.00 Internal Revenue Service-refund 2,901.89 Total Personal Property 12,251.89 Real Estate 1012 East Coover Street, Mechanicsburg, PA 17055- 148,716.04 as sold Total Real Estate 148,716.04 Total Receipts 172,640.21 Total Receipts of Principal 172,640.21 DISBURSEMENTS OF PRINCIPAL Debts of Decedent 03/11/2013 PSERS-refund overpayment 373.79 03/12/2013 Barry L. Heckard Sr.Tax Collector-Cumberland 903.35 County Municipal Tax Bill 03/12/2013 Barry L. Heckard Sr.Tax Collector-Per Capita Tax 9.80 Total Debts of Decedent 1,286.94 Funeral Expense 01/01/2013 Fellowship following funeral 839.00 01/01/2013 Thank you notes and postage 46.00 Total Funeral Exoenses 885.00 Administration Expenses 01/18/2013 Register of Wills,Cumberland County-Petition to 413.50 Probate 01/18/2013 Register of Wills,Cumberland County-Filing Fee, 35.00 Amended Petition to Probate 01/1812013 Register of Wills, Cumberland County-Filing Fee, 30.00 Inheritance Tax Return and Inventory 01/31/2013 Cumberland Law Journal-Estate Legal 75.00 Advertisement 0 212 7/201 3 Death certificates 36.00 0 411 112 01 3 Dugan Appraisal Service-real estate appraisal 300.00 04/26/2013 Anthony Fortini -reimburse costs expended 200.00 07/13/2013 Register of Wills,Cumberland County 20.00 08/28/2013 Patriot News-Estate Legal Advertisement 134.31 01/31/2014 Register of Wills,Cumberland County-Filing Fee, 40.00 Estate Settlement Agreement Total Miscellaneous Administrative Exoenses 1,283.81 DISBURSEMENTS OF PRINCIPAL Continued Federal, State, and Local Taxes 04/17/2013 Register of Wills,Agent-inheritancetax 9,004.30 Total Taxes 9,004.30 FEES 04/25/2013 Susquehanna Financial-tax preparation 305.00 05/20/2013 Pecht&Associates, PC 1,901.92 0 810 41201 3 Pecht&Associates, PC 1,423.14 1 011 512 01 3 Pecht&Associates, PC 633.39 01/31/2014 Pecht&Associates, PC 1,155.00 Total Fees 5,418.45 TOTAL DISBURSEMENTS OF PRINCIPAL 17,878.50 PRINCIPAL BALANCE ON HAND Current Value Fiduciary 01131/2014 Acquisition #Units Description or as Noted Value Cash Estate account 154,761.71 154,761.71 Total Cash 154,761.71 154,761.71 154,761.71 154,761.71 INCOME BALANCE ON HAND Current Value Fiduciary 01131/2014 Acquisition #Units Description or as Noted Value Cash Estate account 5.78 5.78 Total Cash 5.78 5.78 5.78 5.78 COMBINED BALANCE ON HAND Current Value Fiduciary 01/31/2014 Acquisition #Units Description or as Noted Value Cash Estate account 154,767.49 154,767.49 Total Cash 154,767.49 154,767.49 154,767.49 154,767.49 PROPOSED DISTRIBUTIONS TO BENEFICIARIES Current Value Fiduciary 01/31/2014 Acquisition or as noted Value TO: Anthony Fortini Proposed distribution -one-sixth residue 25,794.59 25,794.59 TO: Mario R Fortini Proposed distribution -one-third residue 51,589.16 51,589.16 TO: Mary Ellen Wotrina Proposed distribution -one-sixth residue 25,794.58 25,794.58 TO: Pamela Ann Tarell Proposed distribution -one-sixth residue 25,794.58 25,794.58 TO: Richard Fortini Proposed distribution -one-sixth residue 25,794.58 25,794.58 Total 154,767.49 In the Court of Common Pleas of Cumberland County, Pennsylvania Orphans' Court Division File No. 21-13-0117 Estate of Eleanor B. Fortini, Deceased Verification Anthony Fortini, Executor under the Last Will and Testament of Eleanor B. Fortini, 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. Dated: Anthony Fortim, cutor ELEANOR B. FORTINI, DECEASED LATE OF THE BOROUGH OF MECHANICSBURG COUNTY OF CUMBERLAND,PENNSYLVANIA RECEIPT&RELEASE KNOW ALL PERSONS BY THESE PRESENTS THAT I,Anthony Fortini, do hereby acknowledge that I have received of and from the Estate of Eleanor B. Fortini,deceased, the following sum: One-sixth of the residue of the Estate $ 25,794.59 I have hereunto set my hand and seal this /Y"Y/ yday of February 2014. Z& � Anthony ini Sworn to anq subscribed before me this_ 1�day of February 2014. L . NotAry Public COMMONWEA=,a,,aYseo PENNSYLVANIA N Nblic AmY L. N Lemoyne BoCo unty My Commissio2{ 2017 sa. C MEMEEN.PEXHLV IVAM{A ANSOCIAT10N r MOTARtU J I j ^O., = C` �7 „ter.j c.n �, T ELEANOR B. FORTINI, DECEASED LATE OF THE BOROUGH OF MECHANICSBURG COUNTY OF CUMBERLAND,PENNSYLVANIA RECEIPT&RELEASE KNOW ALL PERSONS BY THESE PRESENTS THAT I,Mario Fortini,by and through my Attorney-in-Fact,Richard Fortini, do hereby acknowledge that I have received of and from Anthony Fortini,Executor of the Estate of Eleanor B. Fortini,deceased,the following: One-third of the residue of the Estate $51,589.16 I hereby release, quit-claim,and forever discharge Anthony Fortini,Executor of the Estate of Eleanor B. Fortini, deceased, of and from any and all claims I may have regarding the distribution, and the administration of the Estate of Eleanor B. Fortini,deceased, in general. I have hereunto set my hand and seal this 171hday of February 2014. � ! �n Mario Fortini, by and through my Attorney-in-Fact, Richard Fortini Sworn to,gnd subscribed before me this 1 7th day of February 2014 L • _? Notary Public W �c rn CD OMM NWE LTH OF PENNSYLVANIA Notaria=Public Amy L Haines,Lemoyne 9oro, CuMy Commlaslon Exp D ti m MEMSES,PENNSYLVANIA/SSOCI�TION 0I NC?MIE� e PO N ELEANOR B. FORTINI, DECEASED LATE OF THE BOROUGH OF MECHANICSBURG COUNTY OF CUMBERLAND,PENNSYLVANIA RECEIPT& RELEASE KNOW ALL PERSONS BY THESE PRESENTS THAT I, Mary Ellen Waring,do hereby acknowledge that I have received of and from Anthony Fortini, Executor of the Estate of Eleanor B. Fortini, deceased, the following: One-sixth of the residue of the Estate $25,794.58 I hereby release,quit-claim;and forever discharge Anthony Fortini,Executor of the Estate of Eleanor B. Fortini,deceased,of and from any and all claims I may have regarding the distribution, and the administration of the Estate of Eleanor B. Forti ,deceased, in general. I have hereunto set my hand and seal this day of February 2014. Mary Ell otring Sworn to end subscribed before me this�,—day of February 2014 Notary Public rn n za G C"5l � A J �€l: Piffles, Nory want Q Q. C� n rrmxm�uo D,--r _— r�5 CJI I f�! ELEANOR B. FORTINI, DECEASED LATE OF THE BOROUGH OF MECHANICSBURG COUNTY OF CUMBERLAND, PENNSYLVANIA RECEIPT & RELEASE KNOW ALL PERSONS BY THESE PRESENTS THAT I, Richard Fortini,do hereby acknowledge that I have received of and from Anthony Fortin,Executor of the Estate of Eleanor B. Fortin, deceased,the following: One-sixth of the residue of the Estate $25,794.58 I hereby release, quit-claim, and forever discharge Anthony Fortini, Executor of the Estate of Eleanor B. Fortin, deceased, of and from any and all claims I may have regarding the distribution, and the administration of the Estate of Eleanor B. Fortini,deceased,in general. I have hereunto set my hand and seal this /791 day of February 2014. kichard Sworn to and subscribed before me this /7�1 day of February 2014 A4 L m mo U. G O Note Public _M C :�j c� ?? IjMgNWgALTH Of PENNSYLVANIA Notarial Seal C l Amy L. Haines, Notary Public CEO..." zX �� -H Lemoyne lord, Cumberland County My Commission Expires Oct. 22, 2017 AERIM4 =Anon oe amAmeo ELEANOR B. FORTINI, DECEASED LATE OF THE BOROUGH OF MECHANICSBURG COUNTY OF CUMBERLAND, PENNSYLVANIA RECEIPT &RELEASE KNOW ALL PERSONS BY THESE PRESENTS THAT I,Pamela Ann Tarell, do hereby acknowledge that I have received of and from Anthony Fortini,Executor of the Estate of Eleanor B. Fortini, deceased,the following: One-sixth of the residue of the Estate $25,794.58 I hereby release,quit-claim, and forever discharge Anthony Fortini, Executor of the Estate of Eleanor B. Fortini, deceased,of and from any and all claims I may have regarding the distribution, and the administration of the Estate of Eleanor B. Fortini, deceased,in general. I have hereunto set my hand and seal this,99 0 day of February 2014. amela Ann Tarell Sworn to and subscribed before me this Q044 lay of February 2014 ANN STOJO c `6 Notary Public STATE OF TEXAS K(:3 rn ba My Comm.Ezp.07.27.14 CO v m G i C� Not blia5s, v 'n�n rTJ v cn O