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HomeMy WebLinkAbout10-17-05 ESTATE NO. 21-05-00269 FIRST AND FINAL ACCOUNT OF ROBERT M. EPPL Y, JR., EXECUTOR OF THE ESTATE OF CATHERINE M. EPPL Y, DECEASED, LATE OF MIDDLESEX TOWNSHIP, CUMBERLAND COUNTY, PENNSYLVANIA ROBERT M. EPPL Y, JR., EXECUTOR and Accountant herein avers as follows: DATE OF DECEDENT'S DEATH: Marc 11,2005 DATE LETTERS TESTAMENTARY ISSUED: Marc 22, 2005 DATES EXECUTOR'S NOTICE ADVERTISED: Cumberland Law Journal: The Patriot News: April 1, 8 15,2005 March 26, April ,9,2005 Date of Rule 5.6(A) Certification: Marc 24, 2005 PERSONALTY - PRINCIPAL ACCOUNT DEBITS The Accountant charges himself with receipt of the following items of Decedent's personalty: Sovereign Bank Checking Account Sovereign Bank Certificate of Deposit Engagement Ring and Wedding Band TOTAL, PERSONALTY PRINCIPAL ACCOUNT, DEBITS: LAW OFFICES SNELBAKER & BRENNEMAN. P.C. 1,225.08 1,063.34 181.99 2.470.51 c. ... II I . PERSONALTY - PRINCIPAL ACCOUNT CREDITS The Accountant claims credit for payment of the following items from Decedent's Personalty Principal Account: Hoffman-Roth Funeral Home - funeral expense $ 8,434.81 Westminster Cemetery - grave opening/closing fee 1,104.00 Church Luncheon - Carlisle First Church of God 100.00 Probate fee to Register of Wills: 96.00 ~dvertise Grant of Letters Testamentary: Cumberland County Law Journal 75.00 The Patriot News 219.18 Total: 294.18 ~ttorneys fees to Snelbaker & Brenneman, P. C. 1,000.00 ~ppraisal fee to Line & Line (jewelry) 63.60 T'OTAL, PERSONALTY PRINCIPAL ACCOUNT, CREDITS: $ 1 092.59 PERSONALTY - INCOME ACCOUNT DEBITS T'he Accountant charges himself with receipt of the following items of income from Decedent's personalty: NONE "OTAL, PERSONALTY INCOME ACCOUNT, DEBITS: NONE PERSONALTY - INCOME ACCOUNT CREDITS "he Accountant claims credit for payment of the following items from Decedent's personalty income account: NONE T'OTAL, PERSONALTY INCOME ACCOUNT, CREDITS: NONE LAW OFFICES SNELBAKER & -2- BRENNEMAN. P.C. REAL ESTATE - PRINCIPAL ACCOUNT DEBITS The Accountant charges himself with receipt of the following items of Decedent's Real Estate: All that undivided one-half interest as tenant in common of that certain parcel or tract ofland consisting of one (1) acre located in Stewardson Township, Potter County, more fully described in Potter County Deed Book 229, Page 849: TOTAL, REAL ESTATE PRINCIPAL ACCOUNT, DEBITS: REAL ESTATE - PRINCIPAL ACCOUNT CREDITS The Accountant claims credit for payment of the following items attributable to Decedent's real estate principal account: TOTAL, REAL ESTATE PRINCIPAL ACCOUNT, CREDITS: REAL ESTATE - INCOME ACCOUNT DEBITS The Accountant charges himself with receipt of the following income from Decedent's Real Estate: TOTAL, REAL ESTATE, INCOME ACCOUNT, DEBITS: REAL EST ATE - INCOME ACCOUNT CREDITS The Accountant claims credit for payment of the following items from Decedent's real estate income account: rOTAL, REAL ESTATE INCOME ACCOUNT, CREDITS: LAW OFFICES SNELBAKER & BRENNEMAN, P.C. -3- 'I 4,645.20 4.645.20 NONE NONE NONE NONE NONE NONE i I RECAPITULATION I. PERSONALTY A. PRINCIPAL ACCOUNT Debits 2,470.51 Credits (2.288.52)1 Balance $181.99 B. INCOME ACCOUNT Debits -0- Credits -0- Balance -0- C. NET BALANCE OF PERSONALTY: $181. 99 II. REAL EST A TE A. PRINCIPAL ACCOUNT Debits 4,645.20 Credits -0- Balance $4,465.20 B. INCOME ACCOUNT Debits -0- Credits -0- Balance -0- C. NET BALANCE OF REAL ESTATE: 1>4.645.20 III. NET BALANCE OF ESTATE FOR DISTRIBUTION: 1'4.827.19 I All credits in excess of this amount have been or will be paid by others with non-pro bate assets or funds. LAW OFFICES SNELBAKER & BRENNEMAN, P.C. -4- I SCHEDULE OF PROPOSED DISTRIBUTION Robert M. Eppley, Jr., Executor and Accountant, proposes to distribute the balance of the Estate as follows: 1. To: Cynthia J. Bowermaster per Paragraph 2 of Decedent's Will: engagement ring and wedding band (in kind) $ 81.99 2. To: Robert M. Eppley, Jr. per Paragraph 3 of Decedent's Will: interest in Potter County real estate (in kind, by Decree A warding Real Estate) $4 fl45.20 TOTAL DISTRIBUTION: $4 R27.19 LAW OFFICES SNELBAKER & BRENNEMAN, P.c. -5- COMMONWEAL TH OF PENNSYL VANIA) SS. COUNTY OF CUMBERLAND ) ROBERT M. EPPL Y, JR., being duly sworn according to law deposes and sa s: that he is the Executor of the Estate of CATHERINE M. EPPL Y, Deceased; that he is the Ac ountant herein; that the foregoing Accounting is true and complete; that there are no unpaid cl imants who have given notice to said Executor; that the below listing [*] contains the names fall persons interested in the distribution of said Estate; and that the facts set forth in the ithin Account are true and correct to the best of his knowledge, information and belief. Sworn to and subscribed before me this /~re.day of Oc:Tob54!..., 2005. ~ :/ 7l!~~ Notary Public D COMMONWEALTH OF PENNSYLVANI Notarial Seal Susan L. Matrazi, Notary Public Mechanicsburg BolO, Cumberland Coun~ M'/ Commi6sion Expires Nov. 24, 2JX11 Member, Pennsylvania Association Of Notatl * Persons interested in distribution of Estate: Robert M. Eppley, 175 W. Middlesex Road Carlisle, P A 17013 Robert M. Eppley, Jr. 63 Beagle Club Road Carlisle, P A 17013 Brenda C. Eppley 31 07 Westerly Drive Camp Hill, PA 17011 Cynthia J. 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