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HomeMy WebLinkAbout05-21-93 THE FIRST AND FINAL ACCaJNT OF RICHARD W. COLLINS, EXECU'IDR UNDER THE LAST WILL AND TFSTAMENT OF CHARLES H. COLLINS, SR., LATE OF THE B:ROUGB OF MECHANICSBURG, CXXJNTY OF CUMBERLAND AND STATE OF PENNSYLVANIA, DECEASED. Date of Death: October 4, 1978 Dates Letters Advertised: Cumberland Law Journal - November 24, December 1 and 8, 1978 The Evening Sentinel - November 20, 27 and December 4, 1978 PERSONALTY PRINCIPAL ACCOUNT DEBITS Accountant charges himself with the Personal Property set forth in the Inventory filed in the Office of Register of Wills in and for Cumberland County in the amount of Accountant also charges himself with the following: 1978 Oct 31 Pennsylvania Blue Shield - Medicare 72.00 Nov 3 Pennsylvania Blue Shield - '65 Special 18.00 Dec 14 Advancement by Richard W. Collins, Executor and one of Beneficiaries, to pay debts, Administration expenses and Inheritance Tax 1000.00 1979 Nov 6 Advancement by Richard W. Collins to pay Administration expenses 1067.65 Total Personalty Principal Account Debits $2157.65 1(',.n IIPFP ^"O" . . '.' - "- F.r~ ,n __:.... 171 PERSONALTY PRINCIPAL ACCOUNT CREDITS Accountant asks credit for the following: 1978 Dec 14 Jack Gaughen, Realtor-Appraisal (Real Estate) 75.00 30 Register of Wills, Agent-Payment on PA Inh. Tax 684.00 1979 Sept 25 Register of wills - Filing Fee 9.00 25 Register of Wills, Agent - Balance PA Inh. Tax 257.42 Nov 6 William L. Sunday - Partial Attorney fee and Reimbursement for costs advanced Attorney's Fee Costs Advanced: Probate (1) Short Certificate Notice-Cumberland Law Journal Notice-The Evening Sentinel Notary fees $1000.00 27.00 1.00 18.00 16.65 5.00 67.65 $1067.65 1067.65 The First Bank & Trust Company-Service Charges 64.58 Total Personalty Principal Account Credits $2157.65 REAL ESTATE PRINCIPAL ACCOUNT DEBITS Accountant charges himself with the proceeds from the sale of the real estate described in the Inventory filed in the Register of Wills Office aforesaid in the amount of $62000.00 CARRIED FORWARD $62000.00 USER 128 PHE 172 -2- 1991 Oct 11 1991 Oct 11 11 11 11 11 11 1992 Dec 14 REAL ESTATE PRINCIPAL ACCOUNT DEBITS BROUGHT FORWARD $62000.00 Accountant also charges himself with the following: Secured Land Transfers, Inc.-Reimbursement for County, Boro and Library Taxes 10/11/91-12/31/91 School Taxes-l0/ll/91-6/30/92 Sewer-l0/ll/91-12/31/91 23.56 244.93 36.31 Total Real Estate Principal Account Debits $62304.80 REAL ESTATE PRINCIPAL ACCOUNT CREDITS Accountant asks credit for the following: Jack Gaughen Realtor - Commission $4340.00 5.00 Secured Land Transfers, Inc. - Notary Fees Secured Land Transfers, Inc. - Disbursement Fees 15.00 Recorder of Deeds - Realty Transfer Tax 620.00 Recorder of Deeds - Recording Release 12.00 Ross Pest Control - Termite Inspection 30.00 Evelyn M. Collins - Reimbursement for: 1991 Boro, County and Library Taxes 10/11-12/31/91) $ 23.56 1991-92 School Taxes 10/11/91-6/30/92 Sewer 10/11/91-12/31/91 244.93 36.31 $304.80 304.80 CARRIED FORWARD $ 5326.80 I'~ER 1!~l.Q p.':c 173 _ ,_ \ ~, ,10 ~ REAL ESTATE PRINCIPAL ACCCUNT CREDITS BROUGHT FORWARD $ 5326.80 Accountant asks credit for the following: Dec 14 Evelyn M. Collins - Reimbursement for: 1991 Appraisal of the Real Estate $200.00 Lawn Mowing (after moving) 10.00 $210.00 210.00 Dec 14 Evelyn M. Collins - Family Exemption 2000.00 14 William L. Sunday - Balance of Attorney's Fee 600.00 14 - Reimbursement for advances $1000.00 1067.65 $2067.65 Reserved for Filing Account - Recording Releases, Certified Mail, etc. Richard W. Collins 12/14/78 11/06/79 2067.65 150.00 Total Real Estate Principal Account Credits $10354.45 REAL ESTATE I~ ACCCXJNT RECEIPTS Accountant charges himself with the interest earned on proceeds from the sale of Real Estate as follows: 1991 Nov 15 The First Bank and Trust Company 255.97 Dec 14 The First Bank and Trust Company 248.80 1992 Jan 15 The First Bank and Trust Company 256.27 Feb 15 The First Bank and Trust Company 215.68 CARRIED FORWARD $976.72 ',",' C",', 1 ')"Q pj,~, 174 ,ll ..JLJ..., U .,<,- -4- REAL &STATE INCOME ACCOUNT RECEIPTS BROUGHT FORWARD $976.72 Mar 15 The First Bank and Trust Company 189.42 Apr 15 The First Bank and Trust Company 209.20 May 15 The First Bank and Trust Company 168.28 Jun 15 The First Bank and Trust Company 174.39 Jul 15 The First Bank and Trust Company 169.26 Aug 15 The First Bank and Trust Company 181.07 Interest Earned 1991-92 Fiscal Year 2068.34 Sep 15 The First Bank and Trust Company 170.27 Oct 15 The First Bank and Trust Company 170.76 Nov 15 The First Bank and Trust Company 176.96 Dec 15 The First Bank and Trust Company 171. 76 1993 Jan 15 The First Bank and Trust Company 177.74 Feb 15 The First Bank and Trust Company 171. 53 Mar 15 The First Bank and Trust Company 154.53 Apr 15 The First Bank and Trust Company 158.92 May 15 The First Bank and Trust Company 146.73 Total Real Estate Income Account Receipts $3567.54 : '3tF' 8 l'I'J~ 1:~ . ~;,~c -5- J RECAPITULATION PERSONALTY : Principal Account Debits Credits $2157.65 2157.65 Balance $ o REAL ESTATE: Principal Account Debits Credits $62304.80 10354.45 Balance $51950.35 $51950.35 Income Account Receipts Expenditures $ 3567.54 o Balance $ 3567.54 3567.54 Total Distributable Estate $55517.89 l'r[R -<l.c:-:Q r~~F 17B :-...\.\ .L'--LJ, ]....J_ J -6- , COMMONWEALTH OF PENNSYLVANIA ss: COUNTY OF CUMBERLAND Before me, the subscriber, a Notary Public in and for said Commonwealth and County, personally appeared Richard W. Collins, Executor of the Estate of Charles H. Collins, Sr., late of the Borough of Mechanicsburg, County of Cumberland and State of Pennsylvania, deceased, \vho, being duly sworn according to law, deposes and says that the foregoing Account is true and correct to the best of his knowledge and belief, and that the hereunto attached statement contains the names (*) of all unpaid claimants who have given written notice of their claims to the Accountant or to William L. Sunday, attorney, as well as the names (**) of all persons known to the Accountant to have an interest in the Estate as beneficiary, heir or next of kin, and that they have been given notice of the time when and place where said Account will be presented for confirmation and distribution as required by Section 3503 of the Probate, Estates and Fiduciaries Code and the Rules of Court prescribed thereunder. .~~' \ \.111 4.C' .....c'( A""" /~.~.; ~ .t-o.! ;nq subscribed ! ~t'9~"rr~:,.~l:)is 21st day ~ ~~H.fj,y, 19!~;p-', :: Of: :--<: :; ~ -0, : , ~ 'I.; ....r" ~ I ...~.: ~ o. '.' '. .,,: _....I)j . Yl I ~ f , ~~:.Q~i ~. ~ Richard W. Collins - (*) None (**) Estate of Michael David Shanholtz, Executor 1509 Farm House Lane Middletown, PA 17057 Estate of Charles H. Collins, Jr. c/o Janis Felder Carlson, Attorney for Estate 1930 Tyler Street Hollywood, FL 33020 Richard W. Collins 13 Pheasant Street Mechanicsburg, PA 17055 l.'~.'F.P ""L')8~ pi:;: 0' '/") .'~ . ,"... - i, t -7- . . IN THE ESTATE OF CHARLES H. OOLLINS, SR., LATE OF THE IllRaJGH OF MECHANICSBURG, COUNTY OF CUMBERLAND AND STATE OF PENNSYLVANIA, DECEASED. PROPOSED SCHEDULE OF DIS'lRIBUTION The balance for distribution in the hands of Richard W. Collins, Executor under the Last Will and Testament of Charles H. Collins, Sr., deceased, as appears by The First and Final Account is: $55517.89 DIS'lRIBUTION AND AWARD TO: Estate of Evelyn M. Collins - One-third (1/3) of Estate $18505.97 TO: Estate of Charles H. Collins, Jr. - One-third (1/3) of Estate 18505.96 TO: Richard W. Collins - One-third (1/3) of Estate 18505.96 TOTAL DIS'IRIBUTABLE ESTATE $55517.89 STATEMENT OF THE NATURE AND REASONS FOR THE PROPOSED AWARD Charles H. Collins, Sr. died October 4, 1978 after having made a Last Will and Testament in writing dated September 14, 1957, wherein and whereby he appointed his son, Richard W. Collins, Executor, gave all his personal property unto his wife, Evelyn M. Collins, and gave and devised his real estate known and numbered as 118 East Locust Street, Mechanicsburg, PA unto his wife Evelyn M. Collins, for and during her natural life and at her death he gave and devised the same unto his sons, Charles H. Collins, Jr. and Richard W. Collins. He further provided that should his said \.life remove from the house during her natural life, that his Executor should sell and convert said real estate into money and distribute the proceeds thereof unto his wife, Evelyn M. Collins, and his sons, Charles H. Collins, Jr. and Richard W. Collins, equally, share and share alike. Evelyn M. Collins, Charles H. Collins, Jr. and Richard W. Collins all !'nCL\ 1')0(-; ,'.r;: _,~tr, .... ; "_L 1',j8 ." survived the decedent, and Evelyn M. Collins occupied the said real estate until June of 1991 at which time she elected to remove from and vacate said real estate and directed Richard W. Collins, Executor, to sell the same and distribute the proceeds to herself, Richard W. Collins and the heirs-at-law of Charles H. Collins, Jr. who died October 19, 1984. The real estate was sold and conveyed on October 11, 1991 and a search began for the persons entitled to the share of Charles H. Collins, Jr., deceased. Finally, a true and correct copy of the Last Will and Testament of Charles Harold Collins, Jr., as certified on October 1, 1992 by Robert E. Lockwood, Clerk of the Court of Broward County, Florida, was received by the Estate of Charles H. Collins, Sr. The certification stated " . . . that it is a PURP(Rl'EI) Last Will and Testament, that it (HAS) (HAS ~) been proven, and HAS lIDT BEEN ADMITTED 'ill Probate and Record in and for Broward County, but is merely DEPOSITED with the Circuit Court pursuant to the requirements of Section #732.901, Florida Statutes." A Family Settlement Agreement was prepared wherein an Account was stated and was signed by Richard W. Collins on December 15, 1992 and by Evelyn M. Collins on or before January 12, 1993. On January 12, 1993 the Family Settlement Agreement was mailed to Florida for execution by the Executrix of the Estate of Charles H. Collins, Jr. On April 21, 1993 Evelyn M. Collins, one of the distributees died. No response has been received from the Estate of Charles H. Collins, Jr. to this date. Therefore, this Account is filed to authorize the distribution of said estate in accordance with the terms of said Will. LrPER 128 ~.'" "r- ,r'ri:_": 179 -2- " No claims have been presented to the Accountant except those indicated in the account as filed. ~JlJ w. ~ e~.,c.u ~ Richard W. Collins, Executor STATE OF PENNSYLVANIA) ) ss: COUNTY OF CUMBERLAND ) On the 21st day of May 1993, before me, the subscriber, a Notary Public in and for said Sate and County, personally appeared Richard ~v. Collins, Executor under the Last Will and Testament of Charles H. Collins, Sr., deceased, who, being duly sworn according to law, deposes and says that the facts set forth herein are true and correct to the best of his knowledge and ~ \ \ t..', " ;." ,\ >.~t~'jp~..,;4#~ ,,"'~uleFt. "'" n'C'~..,..""'I1i' ", ...':.<". ':>'. p.... ",,, . .,....... #- ... /). ~!~~Sworn~~\1Pa subscribed : ~f:Je6~r~,~~is 21st day ~ .." at Ma.5!' ~~~,~: . f"'\ ..... .."(~,;y",,',,,;. .~! ~ .. ;t., .....'.,.... ;....;...- (J" ::: .... '. . ':. . y .' " ", ..' ).. ...... \J ..... ,v .J-" I'~.# ......... '\'} 'J "" '/7 y ~ 'I "t; y; nb / ~, ~a-~ \..J . C\.t..QA _ - Richard W. Collins Notarial Seal Jeft'rev A. SuOOay, NcGry PublIc Mec:hant'..sburg 8oro. Cumbei1and COlJ!'IlY My Commission exrns July 20, 1995 MOmI:M)r, 1 ....n.. --480 L'3ER Jo.!::.b ;J~ICE.l ' -3-