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Home My WebLink About09-21-15 (2) In the Court of Common Pleas of Cumberland County, Pennsylvania Orphans' Court Division File No. 21-14-0451 Estate of Beatrice A. Kirk, Deceased Late of Township of Lower Allen Informal Accounting and Releases Neal Smith Kirk, Administrator DBNCTA Date of Incapacity, if any: None Date of Administrator DBNCTA's Appointment: 05/0912014 Date of First Complete Advertisement: 06/06/2014 Accounting for the period: 04/29/2014 to 08/19/2015 Purpose of Account: Neal Smith Kirk,Administrator DBNCTA, 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, P.C. 650 North Twelfth St. POB Suite 100 Lemoyne, PA 17043 717-691-9808 IM G p C Supreme Court I.D. No.38904 3: rn -� , � '- - c) cJ t` rn co SUMMARY OF ACCOUNT Estate of Beatrice A. Kirk, Deceased For the period of April 29, 2014 through August 19-3015 Fiduciary Current Acquisition PAGES Value Value Proposed Distributions 131,486.29 to Beneficiaries PRINCIPAL Receipts: This Account 306,160.61 Net Gain (or Loss)on Sales 0.00 or Other Dispositions 306,160.61 Less Disbursements: Debts of Decedent 491.05 Funeral Expenses 13,422.95 Administration Expenses 5,707.27 Federal, State& Local Taxes 13,782.05 Commissions 2,750.00 Fees 5,150.00 Family Exemption 0.00 41,303.32 Balance Before Distributions 264,857.29 Transfer to(from) Principal 0.00 Distributions to Beneficiaries 133,371.00 Principal Balance on Hand 131,486.29 For Information: Investments Made Changes in Holdings INCOM 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 131,486.29 Signature Verification SCHEDULE A RECEIPTS OF PRINCIPAL Assets Listed in Inventory Fiduciary (Valued as of Date of Death) Acquisition Value falfib Deposit-unknown origin 472.48 Estate of Scot F. Kirk-refund overpayment of 526.02 advance distribution Farmer's Insurance-refund unused premium 475.67 Golden Living-refund 7,743.74 M&T Bank#xxxx0827-Checking Account 3,496.51 M&T Bank#xxxx4937-Savings Account 27,365.39 M&T Bank#xxxx7650-Savings Account 95,193.86 N.E.A. -monthly policy refund 6.83 PA Department of Revenue-rent rebate 250.00 PNC Bank#xxxx8844-Savings Account 42,022.77 Total Cash 177,553.27 Real Estate 318 Manchester Road,Camp Hill PA-real estate 128,607.34 proceeds Total Real Estate 128,607.34 Total Receipts 306,160.61 Total Receipts of Principal 306,160.61 SCHEDULE C DISBURSEMENTS OF PRINCIPAL Debts of Decedent Comcast 05/19/2014 117.82 117.82 PA American Water 05/19/2014 39.51 39.51 Pinnacle Health Medical Groun 05/19/2014 70.96 06/10/2014 invoice 81.27 152.23 PP&L 05/19/2014 62.13 62.13 UGI 05/19/2014 119.36 119.36 Total Debts of Decedent 491.05 Funeral Expenses Beaver Cemetery 07/28/2014 headstone work 164.00 SCHEDULE C DISBURSEMENTS OF PRINCIPAL Continued 164.00 Cocklin Funeral Home, Inc. 05/28/2014 funeral services 11,891.70 11,891.70 Rome Monuments 07/28/2014 headstone 1,025.00 1,025.00 Scot F. Kirk 05/02/2014 reimburse funeral luncheon at Bert's Wooden Indian 342.25 342.25 Total Funeral Expenses 13,422.95 Administration Expenses Mark S. Kirk 06/08/2015 reimburse deposit for flooring 35.00 35.00 Mike Hakes 07/27/2015 repairs required for settlement of house 252.37 252.37 Neal S. Kirk 05/18/2015 reimburse cleaning supplies 96.44 06/10/2015 reimburse home repairs supplies(flooring,dumpster, 1,513.78 mulch) 06/15/2015 supplies 19.06 SCHEDULE C DISBURSEMENTS OF PRINCIPAL Continued 1,629.28 PA American Water 06/17/2015 39.27 07/20/2015 40.57 79.84 Patriot News 06/10/2014 legal advertisement PP&L 06/17/2015 52.60 07/20/2015 51.64 08/14/2015 36.93 141.17 Register of Will 05/09/2014 Probate fees 463.50 463.50 Social Security 06/12/2014 refund overpayment 1,468.00 1,468.00 State Employees' Retirement System 06/17/2014 refund overpayment 15.74 15.74 Steven D.Woof 07/09/2014 Appraisal fee 300.00 SCHEDULE C DISBURSEMENTS OF PRINCIPAL Continued 300.00 06/18/2015 32.32 07/14/2015 29.20 08/12/2015 27.62 89.14 Veterans Benefits 06/12/2014 refund overpayment 1,233.23 1,233.23 Total Miscellaneous Administrative Exoenses 5,707.27 Federal, State, and Local Taxes Register of Wills.Agent 07/16/2014 inheritance tax prepayment 13,250.00 01/20/2015 balance of inheritance tax 532.05 13,782.05 Total Taxes 13,782.05 Commissions Scot F. Kirk 07/21/2014 Executor fee 2,750.00 2,750.00 Total Commissions 2,750.00 SCHEDULE C DISBURSEMENTS OF PRINCIPAL Continued Fees Pecht&Associates. PC 05/21/2014 2,500.00 12/31/2014 2,500.00 5,000.00 Robert Ramako 01/28/2015 Tax preparation 150.00 150.00 Total Fees 5,150.00 TOTAL DISBURSEMENTS OF PRINCIPAL 41,303.32 SCHEDULE D DISTRIBUTIONS OF PRINCIPAL 06/05/2014 Mark S. Kirk-advance distribution 20,000.00 07/28/2014 Bobette Shuey-advance distribution 30,000.00 07/28/2014 Mark S. Kirk-advance distribution 10,000.00 08/02/2014 Neal S. Kirk-advance distribution 30,000.00 01/12/2015 Mark S. Kirk-advance distribution 4,457.00 01/12/2015 Neal S. Kirk-advance distribution 4,457.00 01/12/2015 Scot F. Kirk-advance distribution 4,457.00 01/28/2015 Scot F. Kirk-advance distribution 30,000.00 133,371.00 TOTAL DISTRIBUTIONS TO BENEFICIARIES 133,371.00 PROPOSED DISTRIBUTIONS TO BENEFICIARIES Current Value Fiduciary 08/19/2015 Acquisition or as noted Value TO: Reserve 300.01 Estate of Bobette Shuey-proposed distribution 4,106.32 Mark S. Kirk-proposed distribution 63,539.98 Neal S. Kirk-proposed distribution 63,539.98 131,486.29 Total 131,486.29 BEATRICE A. KIRK, DECEASED LATE OF THE TOWNSHIP OF LOWER ALLEN COUNTY OF CUMBERLAND,PENNSYLVANIA RECEIPT &RELEASE KNOW ALL PERSONS BY THESE PRESENTS THAT 1,Neal S. Kirk,hereby acknowledge that I have received of and from Neal S. Kirk,Administrator D.B.N.C.T.A. of the Estate of Beatrice A. Kirk,deceased,the following distributions: August 2, 2014 $ 30,000.00 January 20,2015 $ 4,457.00 August 19,2015 $ 63,539.98 TOTAL: $ 97,996.98 I further acknowledge that I am a beneficiary named under the Last Will and Testament of Beatrice A. Kirk. I hereby quit-claim and forever discharge Neal S. Kirk,Administrator D.B.N.C.T.A. of the Estate of Beatrice A. Kirk,deceased, of and from any and all claims I may have regarding these distributions. I have hereunto set my hand and seal this.f day of August 2015. (SEAL) Neal S. Kirk BEATRICE A. KIRK, DECEASED LATE OF THE TOWNSHIP OF LOWER ALLEN COUNTY OF CUMBERLAND,PENNSYLVANIA RECEIPT &RELEASE KNOW ALL PERSONS BY THESE PRESENTS THAT 1,Mark S. Kirk,hereby acknowledge that I have received of and from Neal S. Kirk,Administrator D.B.N.C.T.A. of the Estate of Beatrice A. Kirk, deceased,the following distributions: June 14, 2014 .$ 20,000.00 July 25, 2015 $ 10,000.00 January 20, 2015 $ 4,457.00 August 19, 2015 $ 63,539.98 TOTAL: $ 97,996.98 I further acknowledge that I am a beneficiary named under the Last Will and Testament of Beatrice A. Kirk. I hereby quit-claim and forever discharge Neal S. Kirk,Administrator D.B.N.C.T.A. of the Estate of Beatrice A. Kirk, deceased, of and from any and all claims I may have regarding these distributions. I have hereunto set my hand and seal this day of August 2015. 4�44�' (SEAL) Mark S. Kirk BEATRICE A. KIRK,DECEASED LATE OF THE TOWNSHIP OF LOWER ALLEN COUNTY OF CUMBERLAND,PENNSYLVANIA RECEIPT&RELEASE KNOW ALL PERSONS BY THESE PRESENTS THAT 1, Sidney L. Shuey, Executor and residual beneficiary of the Estate of Bobette Shuey,deceased,hereby acknowledge that I have verified that Bobette Shuey received during her lifetime from the Estate of Beatrice A. Kirk, deceased,the following distribution: July 28, 2014 $ 30,000.00 And that I received as residual heir of her estate: August 31, 2015 $ 4,106.32 For a total distribution of. 34,106.32 I further acknowledge that Bobette Shuey was a beneficiary named under the Last Will and Testament of Beatrice A. Kirk. I further acknowledge that I have received a copy of the Informal Accounting for the above-referenced Estate and understand that receipt of the above sums will constitute payment in full of any residual share of the Estate of Beatrice A. Kirk,deceased. I hereby quit-claim and forever discharge Neal S. Kirk,Administrator D.B.N.C.T.A. of the Estate of Beatrice A. Kirk,deceased, of and from any and all claims I may have for further accounts, payments, or distributions concerning the said estate and arising out of administration thereof. S elorg t4h X'V I have hereunto set my hand and seal this 10 7V day of At*ag 2015. (SEAL) Sidney L. Sey,Executor of the Estate of Bobette Shuey BEATRICE A. KIRK,DECEASED LATE OF THE TOWNSHIP OF LOWER ALLEN COUNTY OF CUMBERLAND,PENNSYLVANIA RECEIPT &RELEASE KNOW ALL PERSONS BY THESE PRESENTS THAT WE,Neal S. Kirk and Mark S. Kirk,Co-Administrators of the Estate of Scot F.Kirk,hereby acknowledge that we have verified that Scot F.Kirk received during his lifetime from the Estate of Beatrice A.Kirk,deceased,the following distributions: January 20,2015 $ 4,457.00 January 28, 2015 $ 30,000.00 August 19, 2015 $ 526.02 I TOTAL: $ 33,930.98 We further acknowledge that Scot F. Kirk was a beneficiary named under the Last Will and Testament of Beatrice A.Kirk. We hereby quit-claim and forever discharge Neal S.Kirk,Administrator D.B.N.C.T.A. of the Estate of Beatrice A. Kirk, deceased, of and from any and all claims we may have regarding these distributions. We have hereunto set our hand and seals this 19th day of August 2015. WLC�� .CLK (SEAL) Neal S. Kirk, C06-Administrator of the Estate of Scot F. Kirk (SEAL) Mark S. Kirk, Co-Administrator of the Estate of Scot F. Kirk