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HomeMy WebLinkAbout03-22-06 IN RE: ESTATE OF GERTRUDE B. LICKEL, Deceased, Late of the Borough of Carlisle, Cumberland County, Pennsylvania : IN THE COURT OF COMMON PLEAS OF : CUMBERLAND COUNTY, PENNSYLVANIA : ORPHANS' COURT DIVISION : NO. 21-05-430 FIRST AND FINAL ACCOUNT OF I TRUDY LOUISE KAUFFMAN, EXECUTRIX. Date of Death: May 6, 2005 Letters Testamentary Granted: May 10, 2005 First Complete Advertisement of Grant of Letters: May 27, 2005 Account Stated to February 12, 2006 PRINCIP AL RECEIPTS 5/ 9/05 The Sentinel, subscription refund $35.47 5/10/05 House and lot of ground known and numbered as 542 Summit Drive, Carlisle, P A valued in accordance with net proceeds of sale to unrelated third parties 153,593.84 5/10/05 10 shares of Met Life, Inc. common stock 277.80 5/10/05 Miscellaneous clothing items 153.00 5/10/05 Household contents 2,730.00 5/10/05 M&T Bank, Checking Account #699284 4,432.92 5/10/05 Paxtang Cemetery, three burial plots 900.00 5/13/05 Carlisle Swim Club, membership redemption and refund 220.00 5/18/05 Merrill I.Jynch, annuity direct deposit 501.90 WAYNEF. SHADE 5/19/05 Julie A. Carson, proceeds of sale of 1993 Mercury Attorney at Law automobile 2,000.00 53 West Pomfret Street Carlisle, Pennsylvania 6/ 1/05 Suburban Energy Services, heating oil refund 171.69 170 13 6/ 3/05 Belvedere Medical Corporation, medical expense refund 13.28 6/17/05 Comeast Cable Communications, subscription refund 47.82 7/21/05 Public School Employees' Retirement System, final pension payment 165.12 8/12/05 The Brethren Mutual Insurance Company, homeowners' insurance premium refund 33.00 8/19/05 Sprint, telephone service refund 16.62 12/28/05 Family Circle, subscription refund 11.99 TOTAL PRINCIPAL RECEIPTS $165,304.45 Al)V ANCES FOR ADMINISTRATION 6/24/05 Trudy L. Kauffman $31,455.76 TOTAL ADVANCES FOR ADMINISTRATION $31,455.76 PRINCIPAL DISBURSEMENTS 5/18/05 PP&L, electric service automatic withdrawal $23.86 5/23/05 Wayne F. Shade, Esquire, reimbursement for Register of Wills, probate $402.00 Cumberland Law Journal, advertise Letters Testamentary 75.00 477.00 5/23/05 Trudy L. Kauffman, reimbursement for Funeral flowers $95.40 TV cable payment 47.82 143.22 5/23/05 Horizon Eye Care Group, P.C., unreimbursed medical expense 73.28 6/ 1/05 Duane E. and Julie A. Carson, lawn care 60.00 6/ 9/05 Carlisle Memorial Service, Inc., grave monument 674.64 WAYNEF. SHADE Attorney at Law 6/ 9/05 J .C. Ehrlich Co., Inc., pest treatment 344.50 53 West Pomfret Street Carlisle, Pennsylvania I 70 13 -2- WAYNE F. SHADE Attorney at Law 53 West Pomfret Street Carlisle, Pennsylvania 17013 6/ 9/05 Merrill I.Jynch Insurance Group Services, Inc., annuity overpaYlnent 501.90 6/ 9/05 Borough of Carlisle, water and sewer 16.18 6/ 9/05 PPL, electric service 21.82 6/ 9/05 The Sentinel, advertise Letters Testamentary 129.77 6/21/05 Sprint, telephone service 170.69 6/24/05 Register of Wills, Agent, estimated inheritance tax 13,000.00 7/ 7/05 PPL, electric service 17.83 7/11/05 Hoffman-Roth Funeral Home, Inc., funeral service 6,942.30 7/11/05 Borough of Carlisle, water and sewer 16.18 7/18/05 Terry R. Lindsey, labor 275.00 7/19/05 Duane E. and Julie A. Carson, lawn care 60.00 7/22/05 Sprint, telephone service 43.47 7/26/05 Trudy L. Kauffman, reimbursement for advance for administration 31,455.76 9/ 2/05 PPL, electric service 14.19 9/ 2/05 Gary L. Shulenberger, real estate appraisal 200.00 10/17/05 Christopher Kantner, real estate services 200.00 1/ 6/06 Register of Wills, Pennsylvania inheritance tax return 15.00 1/ 6/06 Register of Wills, inheritance tax 696.88 2/12/06 Wayne F. Shade, Esquire, attorney fee 12,500.00 2/12/06 Register of Wills, reserve for filing Account, etc. 400.00 TOTAL PRINCIPAL DISBURSEMENTS $68,473.47 -3- WAYNEF. SHADE Attorney at Law 53 West Pomfret Street Carlisle, Pennsylvania 17013 DISTRIBUTIONS 6/ 1/05 Trudy Louise Kauffman, miscellaneous clothing items $153.00 7/18/05 Trudy Louise Kauffman, household contents in kind 2,730.00 7/26/05 Trudy Louise Kauffman 118,544.24 1/ 6/06 10 shares of Met Life, Inc. common stock 277.80 TOTAL DISTRIBUTIONS $121,705.04 INCOME RECEIPTS 12/15/05 MetLife~ dividend $5.20 2/12/06 Orrstown Bank, interest 16.44 TOTAL INCOME RECEIPTS $21.64 INCOME DISBURSEMENTS None $0.00 TOTAL INCOME DISBURSEMENTS $0.00 -4- WAYNEF. SHADE Attorney at Law 53 West Pomfret Street Carlisle, Pennsylvania ]70]3 Receipts Advance for Administration Less Disbursements Less Distributions Principal Balance Remaining Receipts Less Disbursements Income Balance Remaining RECAPITULATION PRINCIP AL $165,304.45 31,455.76 68,473.47 121.705.04 INCOME COMBINED BAI-JANCE REMAINING -5- $6,581.70 $21.64 0.00 21.64 $6.603.34 .. WAYNEF. SHADE Attorney at Law 53 West Pomfret Street Carlisle, Pennsylvania 1 70 13 I, TRUDY LOUISE KAUFFMAN, Executrix of the Estate of Gertrude B. Lickel, Deceased, hereby declare under penalty of perjury that I have fully and faithfully discharged the duties of my office; that the foregoing First and Final Account is true and correct and fully discloses all significant transactions occurring during the accounting period; that all known claims against the Estate have been paid in full; that, to my knowledge, there are no claims now outstanding against the Estate; and that all taxes presently due from the Estate have been paid. Date: March 11, 2006 ~ ~ !H(m I ~~ ~ T~i e Kauffina ff3/CJ boll07 I !IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA ORPHANS' COURT DIVISION ~O. 21-05-430 ) \ IN RE: ESTATE OF GERTRUDE B. LICKEL, Deceased, Late of the Borough of Carlisle, Cumberland County, Pennsylvania , t FIRST AND FINAL ACCOUNT I hereby certtfy that Wtt'tttltl I'lotice of the filing o{ this Acoount. a.nd of the date. time and place when the same will be preeented to the Court forconf\rmatlon and of the last day to file writtei1 objections to said Account. has been given to every unpaid daimant and kl every other person known to the accountant to have or claim an interest in the estate as ~red1tor. beneficiary. heir or next of kin. cOare ;::~ J , WAYNE F. SHADE ATTORNEY AT LAW 53 WESTPOMFRET STREET CARLISLE, PENNSYLVANIA 17013 1- j \' ~ - - 0- -,5) cr-~-'" ('f\ ~, -< u...Z 0-< r./)> -<...J ~>- ...Jr./) ~ffiz 00..0 ~ ,,- ~>-~ oE-> usO u...OE- ou~ E-o:;l ~zo :;l UO -< M O...J" ~ UcGr./).A ~~ZO :r:~-<~ E-~::r:N Z:;l~O _UOZ J u:l u...~(1) 0~-5Q)>" u:l ...J t+-I en .... . 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SHADE Attorney at Law 53 West Pomfret Street Carlisle, Pennsylvania 1 7013 IN RE: ESTATE OF GERTRUDE B. LICKI~L, Deceased, Late of the Borough of Carlisle, Cumberland County, Pennsylvania : IN THE COURT OF COMMON PLEAS OF : CUMBERLAND COUNTY, PENNSYLVANIA : ORPHANS' COURT DIVISION : NO. 21-05-430 STATEMENT OF PROPOSED DISTRIBUTION The Executrix proposes to distribute the entire balance of the Estate for distribution under the provisions of Item Second of the Last Will and Testament of the decedent, as follows: 1. Trudy Louise Kauffman, 3 burial plots, in kind $900.00 . 2. Cash TOTAL 5~703.34 $6,603.34 I, TRUDY LOUISE KAUFFMAN, Executrix otthe Estate of Gertrude B. Lickel, Deceased, hereby declare under penalty of perjury that the foregoing Statement of Proposed Distribution is true and correct to the best of my knowledge, information and belief. Date: March 11, 2006 ~rtur~~: Trudy L ui Kauffma' ", ':' ~., ~.' ) I,) -1 ~ ~ WAYNEF. SHADE Attorney at Law 53 West Pomfret Street Carlisle, Pennsylvania 17013 LAST WILL AND TESTAMENT I, GERTRUDE B. LICKEL, of the Borough of Carlisle, County of Cumberland, Commonwealth of Pennsylvania, being of sound and disposing mind, memory and understanding, do make, publish and declare this as and for my Last Will and Testament, hereby revoking and making void all former wills and codicils by me at anytime heretofore made. FIRST. I order and direct that all my just debts and funeral expenses be paid by my personal.representative or representatives, hereinafter named, as soon as conveniently may be done after my decease. I further authorize my personal representative to expend funds from my Estate in such amounts as my personal representative shall consider appropriate, for the disposition and memorial of my remains. SECOND. All the rest, residue and remainder of my Estate, real, personal and mixed, whatsoever and wheresoever situate, I give, devise and bequeath unto my daughter, TRUDY LOUISE KAUFFMAN, if she survives me. If she should fail to survive me, I give, devise and bequeath the said residue of my Estate unto such of her issue who shall survive me, in equal shares, by representation and not per capita. THIRD. For the purposes of this my Last Will and Testament, a person shall not be deemed to have survived me unless he or she shall have survived me by more than ninety (90) days. .~ ~ ~ FOURTH. Ifboth my said daughter and all of her issue should fail to survive me, I give, devise and bequeath the said residue of my Estate, in equal shares, unto the brothers and sisters of my late husband, Chester A. Lickel, ALICE A. HAAG, GENE B. LICKEL and FRANCES J. CLARR. If any of the said siblings of my late husband should fail to survive me, I give, devise and bequeath his or share unto such of them who shall survive me, in equal shares. FIFTH. I nominate, constitute and appoint M & T BANK, N.A., of Carlisle, Pennsylvania, its successors or assigns, to serve without bond as the Trustee with respect to any property which shall pass, either under this my Last Will and Testament or otherwise to such minor or minors as defined herein. It is my intention that the entire residue of my Estate be held in trust until all of the beneficiaries of this Trust are no longer minors as defined herein. During the course of administration of the Trust, payments may be made as provided herein without regard to equality among the various beneficiaries; and when the youngest living beneficiary of this Trust reaches the age of majority as defined herein, the remainder of the Trust shall be distributed among the then living beneficiaries of this Trust, in equal sh~es. This appointment of Trustee shall not supersede the right of any fiduciary in its discretion to distribute the shares to the beneficiaries of this Trust. The said Trustee is hereby vested with the power to sell, assign, transfer, pledge, mortgage, lease, manage, control, retain, invest and reinvest the corpus of said Trust in such securities and other property as shall be deemed prudent WAYNEF. SHADE Attorney at Law without being restricted to investments known as legal investments for fiduciaries under 53 West Pomfret Street Carlisle, Pennsylvania 17013 -2- .~ ~ ~ ~ the laws of the Commonwealth of Pennsylvania. The Trustee shall have the power to manipulate the proceeds of the Trust in any manner that will guarantee maximum conservation of the Trust funds and the greatest production of income for the beneficiaries. I hereby authorize the said Trustee to expend any monies from principal or interest for the beneficiaries that in the sole discretion of the Trustee is deemed necessary for their care, health, education, maintenance and general welfare; the word "education" shall be construed to include a pre-college course, high school education, vocational education, college education and post-graduate education and includes provision of adequate funds for all reasonable and related living and travel expenses. It is my intention that the foregoing powers may be exercised by the said Trustee without prior Court approval and without further responsibility to the beneficiaries, their parents or to any other person or persons taking care of the minor beneficiaries. The age of majority for all purposes concerning this my.Last Will and Testament shall be deemed to be the age of twenty-two (22) years. If any of the beneficiaries of the Trust created in this Item Fifth should fail to survive me, or having survived me, should fail to survive to ultimate distribution of the Trust herein, I give, deyise and bequeath the share of said beneficiary unto such beneficiaries who shall survive to ultimate distribution, in equal shares. SIXTH. I order and direct that any estate, inheritance or similar tax due as a result of my death with respect to any property passing as a result of my death, shall be paid from the residue of my Estate before its division into shares and prior to distribution as an WAYNEF. SHADE Attorney at Law expense of administration and that no part of the taxes should be prorated or apportioned 53 West Pomfret Street Carlisle. Pennsylvania 17013 -3- . ., ~ Jri WAYNEF. SHADE Attorney at Law 53 West Pomfret Street Carlisle, Pennsylvania 17013 among the persons or beneficiaries receiving the taxable property. It is my express intention that all inheritance taxes imposed as a result of my death be paid from the residue of my Estate whether or not the property passes under my Last Will and Testament. My personal representative shall have full power and authority to pay, compromise or settle any such taxes at anytime whether with respect to present or future interests. SEVENTH. Any and all decisions, determinations or actions made or taken by a personal representative or Trustee hereunder, ifmade in good faith, shall be final and conclusive on all persons who are or may become interested in my Estate. No fiduciary acting under this my Last Will and Testament shall be liable for any error in judgment or for any depreciation or reduction in value of any Estate or Trust assets at anytime, in the absence of willful default. LASTLY. I nominate, constitute and appoint my daughter, TRUDY LOUISE KAUFFMAN, to be the Executrix of this my Last Will and Testament, but if, for any reason, she should fail to qualify as such Executrix or decline or cease so to serve, I nominate, constitute and appoint my gr3:nddaughters, JENNIFER DEEGAN KANTNER and KATE E. SIPPLE, as successive alternate Executrices hereof, all to serve without bond. IN WITNESS WHEREOF, I, GERTRUDE B. LICKEL, have hereunto set my hand and seal to this my Last Will and Testament which consists of six (6) typewritten -4- . WAYNEF. SHADE Attorney at Law 53 West Pomfret Street Carlisle. Pennsylvania 17013 pages to each of which I have affixed my signature, this 15th day of November , A.D. Two Thousand (2000). ~"--&. J;-~ (SEAL) . Gertrude B. Lickel The preceding instrument, consisting of this and five (5) other typewritten pages, each identified by the signature of the Testatrix, was on the date thereof signed, sealed, published and declared by GERTRUDE B. LICKEL, the Testatrix therein named, as her Last Will and Testament, in the presence of us, who, at her request, in her presence, and in the presence of each other, have subscribed our names as witnesses hereto. #~~ lklvn f/ Aj~> Acknowledgment COMMONWEALTH OF PENNSYLVANIA ) ) SS: COUNTY OF CUMBERLAND ) I, GERTRUDE B. LICKEL, the person whose name is signed to the foregoing instrument, having been duly qualified according to law, do hereby acknowledge that I -5- . WAYNEF. SHADE Attorney at Law S3 West Pomfret Street Carlisle. Pennsylvania 17013 signed and executed the instrument as my Last Will and Testament and that I signed it willingly and as my free and voluntary act for the purposes therein expressed. Sworn to or affirmed and acknowledged before me by GERTRUDE B. LICKEL, this 15th day of November , 2000. ~~d4-~ ,. Gertrude B. Lickel ~~~ Notary Pu lic . Affidavit Notarial Seal Connie J. Tritt. Notary Public Carlisle, Cumberland County My Commission Expires Oct. 5, 2004 COMMONWEALTH OF PENNSYL VANIA ) ) SS: COUNTY OF CUMBERLAND ) We, Wayne F. Shade and Helen H. . Shade , the witnesses wl;1ose names are signed hereto, being duly qualified according to law, do depose and say that we were present and saw the Testatrix sign and execute the instrument as her Last Will and Testament; that the Testatrix signed willingly and executed it as her free and voluntary act for the purposes therein expressed; that each subscribing witness in the hearing and sight of the Testatrix signed the Will as a witness; and that, to the best of our knowledge, the Testatrix was at that time eighteen or more years of age, of sound mind and under no constraint or undue influence. Sworn to or affirmed and subscribed to before me by Wayne F. Shade and Helen H. Shade 15th day of November , 2000. , witnesses, this w~ /?~ I/ii&c tL ~~'~/ Q~:1~ Notary P lie -6- Notarial Seal Connie J. Tritt, Notary Public Carlisle, Cumberland County My Commission Expires Oct. 5, 2004 IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA ORPHANS' COURT DIVISION NO. 21-05-430 INRE: ESTATE OF GERTRUDE B. LICKEL, Deceased, Late of the Borough of Carlisle, Cumberland County, Pennsylvania j heraby COOtiy that wrtttan nc:ltk;o of thQ flUng of thie. Siat<m\ent of Pr~ Olvirlbutkw1. and 01 me date time and piece when the same wtI be presented '0 the Court for corn'irmacfon and of the feet drrtf to fi4e written objections 10 Mid SMIernent of Propoaed Di8tribution, has been gillen to 8Y8fY unpaid claimant and to every other person !mown eo the accountant to have o.r claim an Interest In the estate as oredIor. benet'lciGry, half or next of kin. '\ cm;y ct Mid Statement was ;ociuded with the nOOc<: tt/~ ~~ , , STATEMENT OF PROPOSED DISTRIBUTION ) ) WAYNE F. SHADE ArrORNEY AT LAW 53 WEST POMFRET STREET CARLISLE. PENNSYLVANIA 17013 IN RE: ESTATE OF GERTRUDE B. LICKI~L, Deceased, Late of the Borough of Carlisle, Cumberland County, Pennsylvania : IN THE COURT OF COMMON PLEAS OF : CUMBERLAND COUNTY, PENNSYL VANIA : ORPHANS' COURT DIVISION : NO. 21-05-430 NOTICE OF FILING ACCOUNT AND STATEMENT OF PROPOSED DISTRIBUTION NOTICE is hereby given that the First and Final Account of Trudy Louise Kauffman, Executrix of the Estate of Gertrude B. Lickel, Deceased, and a Statement of Proposed Distribution of the balance of the assets of said Estate will be filed in the Office of the Register of Wills of Cumberland County, Pennsylvania, on or before March 24, 2006, and that the same will be called for confirmation on April 25, 2006, at 9:30 A.M. in the designated courtroom on the fourth floor of the Cumberland County Courthouse, Carlisle, Pennsylvania, at which time and place you may appear, either in person or by counsel. Copies of said First and Final Account and Statement of Proposed Distribution are enclosed here,vith, and the originals as filed may be inspected in the Office of the Register of Wills of Cumberland County, Pennsylvania, at anytime prior to their presentation for confirnlation. Unless objections to said First and Final Account or Statement of Proposed Distribution, or both, are filed in writing not later than 9 :00 A.M. (prevailing time) of the date fixed for confirmation thereof unless otherwise permitted by the Court prior to confirmation, said First and Final Account will be confirmed; and distribution will be ordered according to the enclosed Statement of Proposed Distribution. ( , ~:-Jfyou have no objections to the enclosed, you do not need to appear in court at the ~. time,~f confirmation. ( ~~' 'Date!,"'March 11, 2006 ~ ;~ Wayne ~de Attorney for Accountant WAYNE F. 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