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Home My WebLink About06-13-14 Pa. O.C. Rule 6.12 STATUS REPORT REGISTER OF WILLS OF Cumberland COUNTY,PENNSYLVANIA Name of Decedent: Helen B.Massie a/k/a Helen Beatrice Massie Date of Death: October 4,2013 File Number:21-13-1074 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? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . OYes []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 attach ed to this report. Date l 16! wt_i Sigrtamre ofPeraort Filing this Form Li l.l'J o W CD Capacity: ❑✓Personal Representative ❑Counsel LL O 1— 4 Linda M. Gunn Executrix ° o � IL ✓- O O V Nome of Person Filing this Farm 173 Avalon Ln. cr- lJ .;. Address or� j u Hopewell, PA 16650 u -' o 814-652-5868 Cr CA o U Telephone cv Form RW-10 rev.10.13.06 Helen B. Massie Estate Account Assets from Inventory IRA Brokerage Account-Susquehanna Financial $244,690.00 2009 Toyota Corolla LE 11,400.00 Member's First Checking account 5,334.51 Member's First Saving account 54.16 Wells Fargo Checking and savings accounts 21,953.65 Cash in wallet 95.50 Proceeds from sale of apartment furnishings 450.00 Proceeds from sale of coins and silverware 1,233.00 Proceeds from sale of old jewelry 112.00 Prepaid minutes on phone 216.29 Coins and bills found in house($105.72 US;$67.40 pound equiv) 173.12 Insurance refunds-car and renters 37.00 Refund Comcast 48.07 UK final pension payment 63.73 Magazine refund 7.47 Security deposit and rent refund 298.39 Subtotal $286,166.89 Adjustments to Inventory UK Pension -amount actually received $65.69 1.96 Total $286,168.85 Income and additions to Inventory Refund on cost of obituary 85.11 AARP refund 24.43 Donegal refund 121.00 Magazine refund 15.00 Bank cash bonus for direct deposit 100.00 Susquehanna Financial .41 Proceeds from sale of DVDs 94.91 Long Term Care refund 457.85 Interest on short term CD 304.30 Interest on estate checking through 3/10/14 1.71 Net Gain on cash in of brokerage account ($404.45 fees) 6,518.93 Subtotal $7,723.65 Grand total-Assets and Income $293,892.50 -1- Funeral and Administrative Expenses Jesse Geigle Funeral Home $774.89 Tarland Granite Works- engraving 774.77 Wire fee-stone engraving 75.00 Estate Notice - Patriot News 158.03 Estate Notice - Carlise Sentinel 147.06 Executrix Fee 2,000.00 Probate fees through filing inheritance tax 463.50 Accountant fees-income taxes 400.00 Mailing of mementos and genealogy books overseas 341.43 International phone calls to notify of death 135.86 Reimburse Executrix tolls and mileage-6 trips 412.60 Postage and copies 185.19 Comm of PA Revenue-inheritance tax 28,223.46 Comm of PA Revenue 2013 Income tax 12.00 Internal Revenue Service-2013 Income tax 2,170.00 Subtotal $36,273.79 Decedent Bills Long Meadows water bills 62.36 Community Life Team-ambulance 40.00 Heartland Pharmacy 49.74 UGI final gas bill 19.70 Pinnacle Health Care-copay Misas 30.00 PPL final electric bill 81.87 Hospice of Central PA-October bill 1,500.00 Pinnacle Health Services-hospital copays 200.00 Verizon-final bill 3.94 Subtotal $1,987.61 Total Expenses $38,261.40 2 Summary Total Assets and Income $293,892.50 Total Expenses - 38,261.40 Balance for distribution $255,631.10 Schedule of Distribution Car-in kind -per will - 11,400.00 Balance after in kind $244,231.10 30% - Charities 73,269.33 70% -Individuals 170,961.77 To Charities '/4 of 30% Helen O. Krause Animal Foundation $18,317.34 Less Prior distribution 17,500.00 Balance Due $ 817.34 '/4 of 30% The Ronald McDonald House $18,317.33 Less Prior distribution 17,500.00 Balance Due $ 817.33 '/4 of 30% PAWS $18,317.33 Less Prior distribution 17,500.00 Balance Due $ 817.33 '/4 of 30% Compassionate Hearts Animal Rescue $18,317.33 Less Prior distribution 17,500.00 Balance Due $ 817.33 -3- To Individuals 70%to Individuals $170,961.77 Gifts per individual heirs agreement Christine Mowery 5,000.00 Gwen Alsedek 5,000.00 Balance 160,961.77 Patricia Ross 1/3 $53,653.93 Less Prior distribution 52,500.00 Balance 1,153.93 Esther Witmer 1/3 $53,653.92 Less Prior distribution 52,500.00 Less phone in kind 216.29 Balance $ 937.63 Linda Gunn 1/3 $53,653.92 Less Prior distribution 52,500.00 Less Pounds in kind 67.40 Balance $ 1,086.52 Respectfully Submitt — inda M. Gunn, Executrix March 31, 2014 -4- t ACKNOWLEDGEMENT AND APPROVAL I V� 7 k C L,-� PV To5--5 have reviewed the Helen B. Massie Account dated March 31, 2014,consisting of four pages,prepared by Linda M. Gunn, Executrix . I approve the account and,upon receipt of the amount specified therein, release the Executrix, from all further liability. Signature R Printed name of individual or organization t4 � � � � � Date bj,(.b 1-ttoOj:,A A WA S!= md A wntu W-1) twilww of A Ilk n 'ji-,q u ,fru, ACKNOWLEDGEMENT AND APPROVAL I have reviewed the Helen B. Massie Account dated March 31, 2014, consisting of four pages, prepared by Linda M. Gunn, Executrix . I approve the account and, upon receipt of the amount specified therein, release the Executrix, from all further liability. Signature G S i �e r ��'rnt�_< Printed name of individual or organization Lkla� \ 4 Date �.. . . _. ._ 7 Pl,r •.� } . a:..� . .+ ., ,� �� ti ., , �... ACKNOWLEDGEMENT AND APPROVAL I M e-&-Nx N have reviewed the Helen B. Massie Account dated March 31, 2014, consisting of f— ages,prepared by Linda M. Gunn, Executrix . I approve the account and,upon receipt of the amount specified therein, release the Executrix, from all further liability. -�9- �j Signature Printed name of individual or organization – Jpl 'L --�0 4 Date t":to mzip.:..'„ ,._ "`` .s; ylti'� �°:i° iaG, t't�4 ;.'.•:� _ _ aw! PA i /� ACKNOWLEDGEMENT AND APPROVAL I N n YlQ (!Tee M P_it have reviewed the Helen B. Massie Account dated March 31, 2014, consisting of four pages, prepared by Linda M. Gunn, Executrix . I approve the account and, upon receipt of the amount specified therein,release the Executrix, from all further liability. @0-mw� Signature CC vnD1l�CCCw�� fiPl(✓iS /1>ti mu l 45CCIC'e- Printed name of individual or organization Nnr; i (I Date T- .. 34., ..,t r'., fi.: ("(,i lt- ar'g� �' ''r . it9'1:1! - Sf'! >_L',! f �. :.,.,I ., P)J{r. t:.-,�J .,ec _' , .,,_..:� „]c4,3 ...:".f L' .[iC 94 t°,�"�;o��^ ACKNOWLEDGEMENT AND APPROVAL I have reviewed the Helen B. Massie Account dated March 31, 2014,consisting of four pages,prepared by Linda M. Gunn, Executrix . I approve the account and,upon receipt of the amount specified therein,release the Executrix, from all further liability. Signature Printed name of individual or organization Date .wvl4l x, (� ACKNOWLEDGEMENT AND APPROVAL I l {3>s+� ` �. ` P�6tk 5e—f-- have reviewed the Helen B. Massie Account dated March 31, 2014, consisting of four pages,prepared by Linda M. Gunn, Executrix . I approve the account and, upon receipt of the amount specified therein,release the Executrix, from all further liability. Signature _PAWS Printed name of individual or organization �f ► L+I �q� Date t ..... -V6) ,?J r - Nq _.( _ .-qj ��ar� Rf.1`OFF 'n .fa- A, : .co,_ I ...:`3d,. bN _ r•m h wo u1 w