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HomeMy WebLinkAbout05-21-14 Pa. Q.C. Rule 6,12 STATUS REPORT REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYLVANIA Name of Decedent: Sarah Arlene Fry Date of Death: 0110312013 File Number: 21-13-0272 Pursuant to Pa. O.C. Rule 6.12, 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 ❑ No 2. If the answer is No, state when the personal representative reasonably believes that the administration will be complete: 3. 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 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 ❑ No d. Copies of receipts, releases,joinders and approvals of formal or informal accounts may be filed with the Clerk of Orphans' Court and may be attached to this report. Dare S-tg f q U' _ Lu�P- zignieum of petaoo F#,w tha Form a Capacity: ❑ Personal Representative ® Counsel 1 Y CL C) d CCD Mark A. Malaya ]C C3 © Name of Person Filing this Form ;; 55 W. Church Avenue ii- C\j i Cr cij Z U "Z C, �n Cc CO Adtlresa .-Cc Cc o � Carlisle,PA 17013 C2y,Stele,Zip Q) 717-241-6500 Telephone Form RW-10 Rev.i0.i&2o06 Copyright(c)2096 form soMaare only Tire Lackner Group,Inc. '1V� RECEIPT, RELEASE AND REFUNDING BOND IN RE: Estate of Sarah Arlene Fry, Deceased("Estate") I,Harold W. Fry,of 219 York Road, Carlisle,PA being the spouse of Sarah Arlene Fry, and a beneficiary of her estate, do hereby acknowledge that I have received a full and final distributive share of her Estate on 05/07/2014 , in the amount of$5,844.54, which will be reflected in the informal account for Harold Wayne Fry, Executor of the Estate of Sarah Arlene Fry. I hereby absolutely release and discharge Harold Wayne Fry,Executor of the Estate of Sarah Arlene Fry of and from any and all claims and rights I now have or may in the future have against the Estate and Executor,whether due to negligence or otherwise,which I may have by reason of administration of the Estate. I do hereby agree to refund to the Estate on a pro rata basis any amount which may be necessary in the future to discharge any obligations and liabilities of the Estate of which I may hereafter receive notice. I consent to the recording and indexing of this Agreement in the estate proceedings. IN WITNESS WHEREOF, and intending to be legally bound hereby, I have hereunto set my hand and seal this day of W&�- 2014. ' o O"X,io tiZ�� rNGICtn/ Witness arold Wayne Fry ---__ In the Court of Common Pleas of Cumberland County, Pennsylvania Orphans' Court Division File No. 21-13-0272 Estate of Sarah Arlene Fry3 Deceased __ First and Final Account Harold W Fry Date of Death: 01/03/2013 Date of Incapacity, if any: None Date of Appointment: 0310712013 Date of First Complete Advertisement: 03/27/2013 Accounting for the period: 01103/2013 to 0510712014 Purpose of Account: Harold W Fry, 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: Mark A. Mateya Mateya Law Firm 65 W.Church Avenue Carlisle, PA 17013 717-241-6500 Supreme Court I.D. No. 78931 SUMMARY OF ACCOUNT Estate of Sarah Arlene Fry, Deceased For_the oeriod of January 1 2013 through May 7 2014 Fiduciary Current Acquisition Proposed Distributions PAGES Value Value to Beneficiaries 0.00 PRINCIPAL Receipts: This Account 3 7,215.19 Net Gain (or Loss) on Sales or Other Dispositions 0.00 Less Disbursements: 7,215.19 Debts of Decedent 0.00 Funeral Expenses 0.00 Administration Expenses 4-5 370.65 Federal, State & Local Taxes 0.00 Commissions 0.00 Fees 5 1,000.00 Family Exemption 0.00 1,370.65 Balance Before Distributions 5,844.54 Transfer to (from) Principal 0.00 Distributions to Beneficiaries 6 5,844.54 Principal Balance on Hand 0.00 For Information: Investments Made Changes in Holdings 7 INC OM Receipts This Account 0.00 Net Gain (or Loss) on Sales 0.00 or Other Dispositions 0.00 Less Disbursements 0.00 Balance Before Distributions 0.00 Transfer to (from) Income 0.00 Distributions to Beneficiaries 0.00 Income Balance on Hand 0.00 For Information: Investments Made Changes in Holdings COMBINED BALANCE ON HAND 8 0.00 Signature 9 Verification 10 - 2 - SCHEDULE A RECEIPTS OF PRINCIPAL Assets Listed in Inventory Fiduciary (Valued as of Date of Death) Acquisition Value Cash Citizens Bank-Initial opening of estate checking 7,215.19 account Total Cash 7,215.19 Total Receipts 7,215.19 Total Receipts of Principal 7,215.19 - 3 SCHEDULE C DISBURSEMENTS OF PRINCIPAL Administration Expenses Citizens Bank 04/0912013 Checkbook Fee 24.25 24.25 Cumberland Law Journal 04/03/2013 Legal Advertisement 75.00 75.00 The uid 04/15/2013 Legal Advertisement 50.00 50.00 The Sentinel 08/1612013 Legal Advertisement of Estate 221.40 221.40 Total Miscellaneous Administrative Expenses 370.65 Fees Mateya Law Firm 08/05/2013 LegalFees-Invoice#3780 100.00 04/09/2014 LegalFees- 900.00 1,000.00 Total Fees 1,000.00 TOTAL DISBURSEMENTS OF PRINCIPAL 1,370.65 - 4 - SCHEDULE D DISTRIBUTIONS OF PRINCIPAL 04/14/2014 Harold Fry-Distribution of residual estate 5,844.54 5,844.54 TOTAL DISTRIBUTIONS TO BENEFICIARIES 5,844.54 - 6 - PRINCIPAL BALANCE ON HAND Current Value Fiduciary 05/07/2014 Acquisition #Units Description or as Noted Value Cash Citizens Bank#6231835980 5,844.54 5,844.54 Total Cash 5,844.54 5,844.54 Accrtc Harald Fry •5,844.54 Total Assets -5,844.54 5,844.54 0.00 - 3 - COMBINED BALANCE ON HAND Current Value Fiduciary 06/07/2014 Acquisition #Units Description or as Noted Value Cash Citizens Bank#6231835980 5,844.54 5,844.54 Total Cash 5,844.54 5,844.54 Assets Harold Fry -5,844.54 Total Assets -5,844.54 5,844.54 0.00 - 3 - In the Court of Common Pleas of Cumberland County, Pennsylvania Orphans' Court Division File No. 21-13-0272 Estate of Sarah Arlene Fry Deceased Signature h *ol Fry - 9 - Y e In the Court of Common Pleas of Cumberland County, Pennsylvania Orphans' Court Division File No. 21-13-0272 Estate of Sarah Arlene Frv. Deceased Verification Harold W Fry under the Last Will and Testament of Sarah Arlene Fry,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. G.S.A.Section 4804 relating to unsworn falsification[[to authorities. Dated: V -7 7 l �� dWFry - 10 -