HomeMy WebLinkAbout03-07-06 (2)
IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PA.
ORPHAN'S COURT DIVISION
IN THE MA TIER OF THE
ESTATE OF GERALDINE V.
SOHMER, DECREASED.
* NO. 20D5 ~ 005'7 J
* f'A /VO :;l.' - oS .- 057/
*
DATE OF DEATH -------------------------------- June 15, 2005
DATE OF ISSUANCE OF LETTERS ------------------ June 22, 2005
DATE OF FIRST ADVERTISEMENT OF LETTERS ------- June 29, 2005
DATE OF RULE 5.6(a) CERTIFICATION ------------ July 5, 2005
ACCOUNTING for the period--June 22, 2005 to December 31, 2005
GROSS ESTATE: $822,211.42
CERTIFICATE
WE hereby certify:
1.
That NANCY R. CARBERRY, Co- Personal Representative
County,
Estate of GERALDINE V. SOHMER, Late of Cumberland
.,., ;,1-
Pennsylvania, on the ---L- day of /YIftRcJI
2006,
of the
files her First and Final Account.
2. That such Account will be presented for confirmation
on the 25th day of April, 2006.
3. That written notice of the filing of the acount and
a Statement of Proposed Distribution was given more than
twenty-eight (28) days prior to April 25, 2006, to every
unpaid creditor who had given written notice of their claim
and to every other person of whom the accountant has notice
of knowledge who claims an interest in the estate as
beneficiary.
4. That such notice was given to the following:
Paul E. Sohmer, II
203 Sassafras Street
Harrisburg, PA 17102
Samuel L. Andes, Esquire
525 North 12th Street
P.O. Box 168
Lemoyne, PA 17043
WITNESS my hand and seal this
(y\ {\{2et,.\- , 2 0 0 6 .
0'(
day of
N:2~ 1~rb~~ersonal
Representative
~
NOTARIAL SEAL
CHARLES A. HARBOLD, Notary Public
Camp Hill Bora, Cumberland County
My Commission Expires Dec. 30, 2006
IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PA.
ORPHAN'S COURT DIVISION
IN THE MATTER OF THE
ESTATE OF GERALDINE V.
SOHMER, DECEASED.
* No. J,C05 .-~511
* PA NO 2 l "...:>5 -O{;7/
*
ACCOUNTING OF
NANCY R. CARBERRY
PERSONAL REPRESENTATIVE
OF THE ESTATE OF GERALDINE V. SOHMER,
DECEASED.
MONIES AVAILABLE
To Inventory and Appraisement:
Contents of home (sold at auction)
1994 Buick Regal GrandSport
Mutual Funds:
1910.22 shares Vanguard GNMA Fund Investor
1020.408 shares Vanguard Asset Allocation
Fund
4339.208 shares Vanguard STAR Fund
485.449 shares Vanguard Wellesley Income
379.282 shares Vanguard Windsor II Fund
1892.148 shares American Century Ginnie Mae
1529.974 shares Wells Fargo Government Sec.
124.048 shares Legg Mason Value Trust
Stock:
164 shares PPL Common stock
6674 shares Exxon Mobil Common Stock
U. S. Treasury Bonds:
2-year Treasury Note 3.498%
Real Estate:
Resident
Sub-Total
$
$
Fund$
$
$
$
$
$
$
3,000.00
2,400.00
$
19,866.29
25,234.69
82,484.92
10,620.66
12,004.28
19,697.26
16,523.72
8,091.65
$ 9,544.80
$ 395,434.50
$ 40,000.00
$ 168,000.00
$ 812,902.77
INCOME:
Capital Blue Cross
Met Life/life insurance
Prudential Life Insurance
Prudential Life Insurance
Prudential Life Insurance
Liberty Mutual/car ins. refund
Penn National Home Owners Ins. refund
People's Benefit Life Ins. refund
People's Benefit Life Ins. hospital
Coverage
Gain on sale of Am. Century Ginnie Mae
Gain on sale of Legg Mason Value Trust
Sub-Total/Income
Total Inventory & Income
$ 567.42
$ 68.97
$ 625.68
$ 5,034.64
$ 2,476.83
$ 65.00
$ 54.00
$ 40.53
$ 220.00
C: 6.89
'T'
$ 148.69
$ 9,308.65
$822,211. 42
DISBURSEMENTS
Rolling Green Cemetery
Framer's Workshop
A-1 Rental
JDK Catering Deposit
Restaurant Store
Neil Funeral Home
Glenn Miller's/beer and soda
JDK Catering Final Statement
Cumberland County Register of Wills
Mark Heckman Real Estate Appraisal
Various misc. notices, registered
mail, telephone calls and other
Office related costs $ 367.42
Prepayment of Pa. Inheritance Tax $33,160.00
Commission & Fees for Bricker
Auction
Nancy R. Carberry, Co-Executor
Personal Representative fee
Robert E. Carberry, Jr.
Accounting & Tax Return prep. $ 5,500.00
Care and feeding 2005 of pet dog $ 855.37
Care, feeding and euthanize/
$ 795.00
$ 141. 08
$ 4.67
$ 250.00
$ 80.46
$ 7,962.32
$ 42.64
$ 290.50
430.00
350.00
$ 2,630.00
$24,000.00
BALANCE BROUGHT FORWARD
$722,372.20
Distributions to beneficiaries
To Paul: 1994 Buick Regal
164 shares PPL Common Stock
To Nancy:6674 shares Exxon Mobil
LESS:
Auto
PPL
Cash on
hand
Return of cash
BALANCE REMAINING FOR
DISTRIBUTION
DISTRIBUTION ACCOUNT
PAUL
$ 2,400.00
$ 10,696.08
$ 319,381.04
$ 28,708.98
$ 361,186.10
2,400.00
$10,696.08
$389,895.08
$402,991.16
$319,381.04
NANCY
EXXON $389,895.08
(28,708.98)
$361,186.10
IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PA.
IN THE MATTER OF THE
ESTATE OF GERALDINE V.
SOHMER, DECEASED.
ORPHAN'S COURT DIVISION
* No. 2005 - 0057 I
* fA NO ;)..,- 05 - 05 7/
*
RECAPITULATION
TOTAL DEBITS
$822,211.42
TOTl>~L CREDITS
95,451.08
PLUS INCREASE/LESS DECREASE
-4,388.14
BALANCE FOR DISTRIBUTION
$722,372.20
LESS assets previously distributed
-402,991.16
BALANCE REMAINING FOR
DISTRIBUTION
$319,381.04
NANCY R. CARBERRY, being duly sworn according to law
deposes and says: that she is the Co-Executor of the Estate
of GERALDING V. SOHMER, Deceased; that the foregoing
Accounting is true and complete; that there are no unpaid
claimants who have given notice to said Co-Executor; that the
foregoing Schedule of Proposed Distribution contains the
names of all persons interested in said Estate; and that the
facts set forth herein are true and correct to the best of
her knowledge, information and belief.
'f/ Mj /2, {l ~NanCY R. Carberry
Sworn to and subscribed before me this
March, 2006.
(:)7
day of
~\~
Notary Public
NOTARIAL SEAL
CHARLES A. HARBOLD, Notary Public
Camp Hill 8oro, Cumbertand County
My Commiasion Expires Dec. 30, 2006