HomeMy WebLinkAbout03-22-06
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FIFILESIDA T AFILEIEST A TES\ 11780. Iaccollot formal
IN RE: ESTATE OF
: IN THE COURT OF COMMON PLEAS OF
: CUMBERLAND COUNTY, PENNSYLVANIA
MARGARET H. SHAHAN,
a1k1a1 MARGARET SHAHAN,
DECEASED
:ORPHANS' COURT DIVISION
: NO. 21-05-0466
FIRST AND FINAL ACCOUNT OF JAN L. NEUFELD,
EXECUTRIX OF THE ESTATE OF
MARGARET H. SHAHAN a/k/a MARGARET SHAHAN
LATE OF MECHANICSBURG, CUMBERLAND COUNTY, PENNSYLVANIA
Date of Death:
Letters Testamentary Granted:
Letters Advertised:
Sentinel - September 22&,29 & October 6, 2005
Cumberland Law Journal- September 30, October 7 & 14,2005
Account Stated to March 10,2006
*The account also includes the Statement of Executrix.
October 12, 2004
May 23, 2005
SUMMARY
PRINCIPAL:
Receipts
Net Gains/Losses on Conversions
Disbursements
Principal Balance Remaining
$ 11,060.32
- 350.00
10,710.32
- 10.755.51
$ - 45.19
INCOME:
Receipts
Disbursements
Income Balance Remaining
45.19
0.00
45.19
COMBINED BALANCE REMAINING
$ 0.00
TOT AL FOR DISTRIBUTION:
$ 0.00
PRINCIP AL RECEIPtS
~
Commerce Bank, savings account #430052899
PNC Bank CD #21001029406
PNC Bank CD #21001028944
r-:(-'j 1"~ C.
)'U
$ 3,057.29
504.66
1,101.44
4'
;
.
f'
PNC Bank, checking account #5149238435
PNC Bank, savings account #5130173391
63 shares, MetLife
Distribution from Marion Jones Estate
Erie Insurance, refund of vehicle insurance
Keystone Health Plan Central, refund
Keystone/Senior Blue, settlement paid
1984 Buick vehicle
1997 Dodge Van
TOTAL RECEIPTS OF PRINCIPAL:
NET GAINS(LOSSES) ON CONVERSIONS
1997 Dodge Van:
Cost basis:
Redemption:
$1,000.00
$ 650.00
- 350.00
TOTAL NET GAINS (LOSSES) ON CONVERSIONS
PRINCIPAL DISBURSEMENTS
Outstanding check, PNC checking on date of death
M&T Bank, repossession of 1997 Dodge Van
Stone & Murray Funeral Home
Gingrich Memorials, grave marker
Reserved for later disbursement:
Jan L. Neufeld, Executrix commission
MARTS ON, DEARDORFF, WILLIAMS & OTTO, disbursements:
Register of Wills, probate fee
Cumberland Law Journal, advertising
Letters Testamentary
The Sentinel, advertising Letters Testamentary
Register of Wills, filing fee, Inheritance Tax return
Additional Probate fee
Register of Wills, filing fee, Account
Postage, certified mailing
MARTS ON, DEARDORFF, WILLIAMS & OTTO, attorney fees:
Estimated fees based on hourly rate 4500.00
Discount due to insufficient funds - 923.53
TOTAL DISBURSEMENTS:
MetLife, dividend
INCOME RECEIPTS
95.00
75.00
144.29
15.00
15.00
130.00
4.42
152.85
1,931.15
2,431.49
471.44
3.00
182.00
100.00
125.00
1,000.00
$ 11,060.32
$ - 350.00
34.99
650.00
$ 5,524.66
45.68
545.00
478.71
3,576.37
$ 10,755.51
$ 28.98
'"
J
..
PNC Bank, CD#21001028944, interest through closing
PNC Bank, CD#21 001 029406, interest through closing
PNC Bank, savings, #5130173391, interest through closing
9.49
3.33
3.39
TOTAL INCOME RECEIPTS:
$ 45.19
INCOME DISBURSEMENTS
None
$ 0.00
TOTAL INCOME DISBURSEMENTS:
0.00
CLAIMS OF UNPAID CREDITORS
M&R Credit Services, LLC, account #11046164460001, balance due on
secured loan after sale of 1997 Dodge Caravan Mini Van
MBNA credit card 5300 0160 1185 8274, balance due
JCPenney, balance due
Bon- Ton, balance due
ExxonIMobil, balance due
WalMart, balance due
Kohls, balance due
Sears, balance due
$ 5,148.06
898.19
4.93
89.49
278.89
61.55
144.80
292.86
$ 6,918.77
TOT AL CLAIMS OF UNPAID CREDITORS
COMMONWEAL TH OF PENNSYLVANIA )
: SS.
COUNTY OF CUMBERLAND )
Jan L. Neufeld, being duly sworn according to law, deposes and says: That she is the
Executrix of the Estate of Margaret H. Shahan a/k!a Margaret Shahan, deceased; that she has fully
and faithfully discharged the duties of her 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 taxes presently due from the estate have been paid; and that the Grant of Letters Testamentary
and the first complete advertisement thereof occurred more than four (4) months before the filing
of the Account.
J
J
IN RE: ESTATE OF
: IN THE COURT OF COMMON PLEAS OF
: CUMBERLAND COUNTY, PENNSYLVANIA
MARGARET H. SHAHAN,
a1kJaI MARGARET SHAHAN,
DECEASED
:ORPHANS' COURT DIVISION
: NO. 21-04-0466
STATEMENT OF JAN L. NEUFELD. EXECUTRIX
Ian L. Neufeld, Executrix of the Estate of Margaret H. Shahan, deceased, states that no
payment will be made to the Unpaid Creditors listed in the First and Final Account nor will any
distribution be made to any heirs due to the insufficient funds in the Estate.
Sworn and sub&cribeg to be fore me this ..:-' /
day of '7;icA d--- , 2cx' 0
/-. ~).
/1 r. /----W---r:-
(/ I (. /a/l-A_ c<- ~- L./ i)
Notary Public
NOTARIAL SEAL
VICTORIA L OTTO, NOTARY PUBLIC
CARLISLE BORO;! CUMBERLAND COUNTY
MY COMMfSS/OI~ EXPIRES DEC. 2 2006
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