HomeMy WebLinkAbout08-19-05
LAW OFFICES
Ii
ESTATE NO. 21-05-00067
FIRST AND FINAL ACCOUNT OF JUDITH A. MECK AND
RONALD D. LUTHER, CO-EXECUTORS UNDER THE LAST
WILL AND TESTAMENT OF MIRIAM M. LUTHER, DECEASED,
LATE OF MONROE TOWNSHIP, CUMBERLAND COUNTY,
PENNSYL VANIA
JUDITH A. MECK and RONALD D. LUTHER, CO-EXECUTORS and Accountants herein
aver as follows:
DATE OF DECEDENT'S DEATH:
DATE LETTERS TESTAMENTARY ISSUED:
DATES EXECUTORS' NOTICE ADVERTISED:
January 12,2005
January 21, 2005
The Patriot-News Co.:
January 27, February 3 and 10,2005
Cumberland Law Journal:
February 4, 8 and 11, 2005
DATE OF RULE 5.6(A) CERTIFICATION:
PERSONALTY - PRINCIPAL ACCOUNT
DEBITS
The Accountants charge themselves with receipt of the following items of
Decedent's personalty as reported in the Inventory previously filed
with the Register of Wills:
PNC Bank, N.A. checking account No. 5070025302
PNC Bank, N.A. savings account No. 5080280569
2004 Pennsylvania Property Tax rebate
Blue Cross refund
Refund of insurance premium overpayment
Miscellaneous personal property, furniture, furnishings and
1986 Pontiac Sunbird sedan
SNELBAKER& TOTAL, PERSONALTY, PRINCIPAL ACCOUNT, DEBITS:
3RENNEMAN. P.c.
January 24. 2005
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4,699,20
1") 2A57:6~
CJ 500.60
249.74
37.26
3.588.00
$11531.86
PERSONALTY - PRINCIPAL ACCOUNT
CREDITS
The Accountants claim credit for payment of the following items from
Decedent's Personalty Principal Account:
Funeral luncheon to Trindle Spring Lutheran Church:
Snelbaker & Brenneman, P. C. -legal fees for services provided to
April 7, 2005:
Snelbaker & Brenneman, P. C. - reimbursement of administrative
costs advanced;
190.00
2,392.50
Probate fee to Register of Wills:
Certified mail postage:
Cumberland Law Journal:
The Patriot News:
Register of Wills - short certificate:
$110.00
4.42
75.00
294.42
8.00
Total Costs Reimbursed:
491.84
Register of Wills, Agent - Inheritance Tax paid on account:
Register of Wills - additional probate fee:
Register of Wills - filing fee for inheritance tax return/inventory:
Appraisal fee and auctioneer's commissions to Haar's and C. Bricker:
ManorCare, Carlisle - payment on account:
Lancaster HMA Physicians Management - payment on account:
Geistwhite Family Practice - payment on account:
5,246.85
200.00
30.00
587.38
684.00
36.69
73.31
he Accountants identify the following additional items to be paid from
Personalty Principal Account upon confirmation of this account:
Executor's commission to Judith A. Meck:
Executor's commission to Ronald D. Luther:
Reserve for additional attorney's fees from April 7, 2005 to
conclusion of administration:
Reserve for miscellaneous expenses, filing fees and accounting
fees:
3,650.00
3,650.00
1,200.00
LOOO.OO
OTAL, PERSONALTY, PRINCIPAL ACCOUNT, CREDITS:
$19.432.57
LAW OFFICES
SNELBAKER &
:RENNEMAN. P.C.
-2-
LAW OFFICES
SNELBAKER &
:3RENNEMAN, P.C.
ii
I,
PERSONALTY - INCOME ACCOUNT
DEBITS
The Accountants charge themselves with receipt of the following items of
income from Decedent's personalty:
Interest earned on PNC accounts from date of death to date of closing:
Checking account: $ .20
Savings account: .85
Total:
TOTAL, PERSONALTY, INCOME ACCOUNT, DEBITS:
PERSONALTY - INCOME ACCOUNT
CREDITS
The Accountants claims credit for payment of the following items from
Decedent's Personalty Income Account:
PNC Bank - charge for return of cancelled checks:
TOTAL, PERSONALTY, INCOME ACCOUNT, CREDITS:
REAL ESTATE - PRINCIPAL ACCOUNT
DEBITS
The Accountants charge themselves with receipt of the following Real Estate
of Decedent:
All that certain tract of land improved with a residential dwelling
commonly known as 11 Clouser Road Spur, Monroe Township,
Cumberland County, Pennsylvania as described in Cumberland
County Deed Book "W", Volume 28, Page 342:
Prepaid real estate taxes recovered upon sale of the above real
estate:
County/Township:
School:
$253.83
423.10
Total:
TOTAL, REAL ESTATE, PRINCIPAL ACCOUNT, DEBITS:
..,
-.:J-
$1.05
$1.05
$8.00
$8.00
$146,000.00
676.93
$146.676.93
LAW OFFICES
SNELBAKER &
BRENNE:MAN. P.c.
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REAL ESTATE - PRINCIPAL ACCOUNT
CREDITS
The Accountants claim credit for payment of the following items
attributable to Real Estate Principal Account:
Repair expense for septic system:
Realty transfer tax:
Real Estate broker's commission and transaction fee:
PP&L Electric Utilities Corporation - payment on account:
PP&L Electric Utilities Corporation - final bill:
Notary fees, tax receipts and tax certification fees;
Payment of2005 County/Township real estate tax:
$ 931.67
1,460.00
8,885.00
173.49
115.43
17.00
301.79
TOTAL, REAL ESTATE, PRINCIPAL ACCOUNT, CREDITS:
$1 1.884.38
REAL EST ATE - INCOME ACCOUNT
DEBITS
The Accountants charge themselves with receipt of the following income
received from Decedent's Real Estate:
NONE
TOTAL, REAL ESTATE, INCOME ACCOUNT, DEBITS:
NONE
REAL ESTATE - INCOME ACCOUNT
CREDITS
The Accountants claim credit for payment of the following items from
Decedent's Real Estate Income Account:
NONE
TOTAL, REAL ESTATE, INCOME ACCOUNT, CREDITS:
NONE
. -4-
I. PERSONALTY
A. PRINCIPAL ACCOUNT
Debits
Credits
Balance
B. INCOME ACCOUNT
Debits
Credits
Balance
RECAPITULA TION
$11,531.86
19,432.57
$ 1.05
8.00
C. NET BALANCE OF PERSONALTY:
I. REAL ESTATE
A. PRINCIPAL ACCOUNT
Debits
Credits
Balance
B. INCOME ACCOUNT
Debits
Credits
Balance
$146,676.93
11.884.38
$
-0-
-0-
C. NET BALANCE OF REAL ESTATE:
II. NET BALANCE OF ESTATE FOR DISTRIBUTION:
LAW OFFICES
SNELBAKER &
3RENNEMAN. P.c.
-5-
$(7,900.71)
(6.95)
$134,792.55
$
-0-
$(7,907.66)
$134.792.55
$126.884.89
SCHEDULE OF PROPOSED DISTRIBUTION
JUDITH A. MECK and RONALD D. LUTHER, Co-Executors and Accountants,
propose to distribute the balance of the Estate as follows:
1. To: Larry L. Luther: One fifth (115) of residue of Estate
as per Paragraph 2 of Decedent's Will: $25,376.98
Property received in kind: $ 300.00
Cash: 25,076.98
Total: $25,376.98
2. To: Sharon L. Giblin: One-fifth (1/5) of residue of Estate
as per Paragraph 2 of Decedent's Will: $25,376.98
Property received in kind: $ 195.00
Cash: 25.181..98
Total: $ 25,376.98
., To: Alan W. Luther: One fifth (115) of residue of Estate
, .
as per Paragraph 2 of Decedent's Will:
Cash: 25,376.98
To: Judith A Meck: One-fifth (115) of residue of Estate
as per Paragraph 2 of Decedent's Will:
Property received in kind:
Cash:
$ 140.00
25.236.98
Total:
25,376.98
To: Ronald D. Luther: One fifth (115) of residue of Estate
as per Paragraph 2 of Decedent's Will:
Property received in kind:
Cash:
$ 136.00
25.240.98
LAW OFFICES
SNELBAKER &
3RENNEMAN. P.C.
Total:
25,376.97
TOTAL DISTRIBUTION:
$126.884.89
. .
COMMONWEALTH OF PENNSYLVANIA)
: SS.
COUNTY OF CUMBERLAND )
JUDITH A. MECK and RONALD D. LUTHER, being duly sworn according to law
depose and say: that they are the Co-Executors of the Estate of MIRIAM M. LUTHER,
Deceased; that they are the Accountants herein; that the foregoing Accounting is true and
omplete; that there are no unpaid claimants who have given notice to said Co-Executors; that
he foregoing Schedule of Proposed Distribution contains the names of all persons interested in
aid Estate; and that the facts set forth herein are true and correct to the best of their knowledge,
nformation and belief.
a..~; ':t"- tL. jlvu-ct~
J~dith A. Meck
\j
1:~D {~
R nald D. Luther
worn to and subscribed before me
his I 7-#' day of August, 2005.
(SEAL)
LAW OFFICES
SNELBAKER &
3RENNEMAN. P.c.
r\1~!3lir:j .;::-"-:-,
Susan L. N1~lr.3;. N~;ry Public .
Mechanicsburg 80,ro. Cumberl~nd CCL, ':lly I
My Commission E~p!res Nov. 24. :C J?
Member. Pcnnsyh/<::flI2 Asscc:ation ~:'~ ,"1< t::-:f:,:S