The URL can be used to link to this page

Home My WebLink About05-18-06 Court of Common Pleas of Cumberland County, Pennsylvania Orphans' Court Division No. 21-05-0213 Estate of Patricia A. Robinson FIRST AND FINAL ACCOUNT OF FARMERS AND MERCHANTS TRUST CO., EXECUTOR FOR THE ESTATE OF PATRICIAA. ROBINSON Date of Death: January 21, 2005 Date of Personal Representative's Appointment: March 7, 2005 Accounting for the Period: January 21, 2005 to May 2, 2006 Purpose of Account: Farmers and Merchants Trust Company, Executor, offers this account to acquaint interested parties with the transactions that have occurred during its administration. It is important that the account be carefully examined. Requests for additional information or questions can be discussed with: Heather C. Etter ESTATE ADMINISTRATION OFFICER Farmers and Merchants Trust Company P.O. Box 6010 20 South Main Street Chambersburg, PA 17201 Phone: (717) 264-6116 GROSS ESTATE (Principal Receipts + Income Receipts) $13,243.53 ;;.-.. " j t, .) _. r;1 r-- --.I SUMMARY OF ACCOUNT Estate of Patricia A. Robinson For the period of January 21, 2005 to May 2, 2006 Fiduciary Current Acquistion Page Value Value Proposed Distribution to Beneficiary 3 $ 1,603.00 $ 1,603.00 Principal Receipts $ 12,887.43 Less Disbursements: Funeral 2 $ 6,217.50 Debts of the Decedent 2 1,533. 1 7 Administration Expenses 2 1,699.53 Federal and State Taxes 2 124.64 Fees and Commissions 2 2,000.00 $11,574.84 $ 11,574.84 PRINCIPAL BALANCE ON HAND $ 1,312.59 Income Receipts 3 $ 356.10 Less Disbursements 3 65.69 $ 290.41 INCOME BALANCE ON HAND 3 $ 290.41 COMBINED BALANCE ON HAND 3 $ 1,603.00 SCHEDULE A RECEIPTS OF PRINCIPAL Kenny's Auction, proceeds from Sale of personal property Patricia A. Robinson Trust, Jean Short Trustee Erie Insurance Group, refund F & M Trust Checking Account 32-80616 Cash found in home PA Employees Benefit Trust Fund, refund Nationwide, refund auto insurance Jewelry, appraised value $ $ $ $ $ $ $ $ 6,272.50 4,900.00 11.00 236.94 12.57 305.12 46.30 1,103.00 TOTAL RECEIPTS OF PRINCIPAL $ 12,887.43 SCHEDULE C DISBURSEMENTS OF PRINCIPAL Funeral Expenses Fogelsanger-Bricker Funeral Home $ 6,217.50 Debts of Decedent Cottages of Shippensburg $ 558.00 PPL 169.15 Penelec 152.52 Sprint 59.51 Summitt Behavioral Health 88.40 Carlisle Regional Medical Center 21.70 Chambersburg Hospital 30.94 Shippensburg Family Practice 18.93 Moffitt Heart & Vascular Group 9.18 Cumberland Valley Medical Svcs 206.84 OS/20/05 Giant, F & M check #4311, cleared 1/31/05 38.20 OS/20/05 Nationwide Insurance, F & M check #4309, cleared 1/26/05 179.80 $ 1,533.17 Administration EXDenses 04/28/05 Kenny's Auction, Commission on sale of personal property $ 1,120.38 10/07/05 Ludwig Jewelers, appraisal of jewelry 80.00 10/21/05 Frey & Tiley, reimbursement for Register of Wills (Probate Costs) 339.15 10/25/05 Heather C. Etter, reimbursement for Filing Fee of PA Inheritance 15.00 10/28/05 Register of Wills, Additional Probate Fee 15.00 Register of Wills, Account Filing Fee 130.00 $ 1,699.53 Federal and State Taxes 10/21/05 Register of Wills, Agent, balance due on Pennsylvania Inheritance Inheritance Tax Return $ 124.64 Fees and Commissions 02/28/06 Farmers & Merchants Trust Co., Executor Fee $ 2,000.00 Robert G. Frey, Attorney Fee Waived $ 2,000.00 TOTAL DISBURSEMENT OF PRINCIPAL $ 11,574.84 2 SCHEDULE G RECEIPT OF INCOME 04/1/05 - 12/31 /05 Dreyfus Treasury Prime Cash Mgt Fund $ 207.33 01/3/06 - 04/3/06 Federated Treasury Obligation 68 148.77 $ 207.33 TOTAL RECEIPTS OF INCOME $ 356.10 . DISBURSEMENT OF INCOME F & M Trust Co., Fee on Income through 5/1/06 $ 65.69 TOTAL DISBUSEMENT OF INCOME $ 65.69 INCOME BALANCE ON HAND $ 290.41 COMBINED BALANCE ON HAND $ 1,603.00 PROPOSED DISTRIBUTION TO BENEFICIARIES Gloria Gardner, niece, Specific Bequest under Item 4 of Last Will and Testament $ 500.00 Jewelry Released to Parents due to insufficient values to be held until minor children obtain the age of 21. Scott Tyler Robinson, grandson, Specific Bequest Item 3, a "I give and bequeath the following itesm of personal property: To my grandson, Scott Tyler Robinson, my first engagement ring and wedding band" which is located in my safe deposit box at F & M Bank" - Appraised Value $ 40.00 Spencer Brian Robinson, grandson, Specific Bequest Item 3, a "I give and bequeath the following items of personal property: To my grandson, Spencer Brian Robinson, my wedding ring set which is located in my safe deposit box at F & M Bank" - Appraised Value $ 58.00 Shenelle Patricia Robinson, granddaughter, Specific Bequest Item 3, a "I give and bequeath the following items of personal property: To my granddaughter, Shenelle Patricia Robinson, all my other jewelry including my 25th wedding anniversary diamond wrap- a-round ring" - Appraised Value $ 1,005.00 TOTAL PROPOSED DISTRIBUTION TO BENEFICIARIES 3 $ 1,603.00 Court of Common Pleas of Cumberland County, Pennsylvania Orphans' Court Division No. 21-05-0213 Estate of Patricia A. Robinson, Deceased AFFIDAVIT Heather C. Etter, Estate Administration Officer, of Farmers and Merchants Trust Company of Chambersburg, Executor for the Estate of Patricia A. Robinson, Deceased, hereby declares under oath that as Executor, Farmers and Merchants Trust Company of Chambersburg has fully and faithfully discharged the duties of its office; that the foregoing First and Final Account and Schedule of Proposed Distribution 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 its knowledge, there are no claims now outstanding against the estate; and that all taxes presently due from the estate have been paid; and that more than four (4) months have elapsed since the first complete advertisement of the granting of Letters Testamentary in this estate. Farmers and Merchants Trust Company of Patricia A. Robinson, Deceased ej~iL.,- c q*t\.-:J Heather C. Etter, Estate Administration Officer Subscribed and sworn to before me this the fl day of May, 2006 <:~~~ ~\~ Notary Public NOTARIAL SEAL Pauline E Mathews, Notary Public Chambersburg Boro, Franklin County My Commission Expires: December 23, 2006 IN RE: ESTATE OF PATRICI A. ROBINSON LATE OF SHIPPENSBURG, CUMBERLAND COUNTY, PENNSYL VANIA IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY ORPHANS' COURT DIVISION NO. 21-05-04213 CERTIFICATE OF SERVICE I do hereby certify that on the n day of m t'\ V , 2006, I served the Notice, First and Final Accounting, and Schedule of Proposed Distribution to each of the person listed below by mailing a copy of the same by U.S. (Certified) First Class Mail, Return Receipt Requested: Gloria Gardner 32 Mitchel Lane Newburg, PA 17240 Spencer Brain Robinson - Minor Child c/o Mr. and Mrs. Scott Robinson 949 Baltimore Road Shippensburg, P A 17257 Scott Tyler Robinson - Minor Child c/o Mr. and Mrs. Scott Robinson 949 Baltimore Road Shippensburg, P A 17257 Shenella Patricia Robinson - Minor Child c/o Mr. and Mrs. Scott Robinson 949 Baltimore Road Shippensburg, P A 17257 Date: (n A I ) 71 :JC 0 lr d~-tL,-- GttaJ HEATHER C. ETTER ESTATE ADMINISTRATION OFFICER FARMERS AND MERCHANTS TRUST COMP ANY OF CHAMBERSBURG Post Office Box 6010 Chambersburg, P A 17201-6010 (717) 261-3566 IN RE: ESTATE OF PATRICIA A. ROBINSON LATE OF SHIPPENSBURG CUMBERLAND COUNTY, PENNSYLVANIA IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY ORPHANS' COURT DIVISION NO. 21-05-0213 NOTICE This is to advise you that FARMERS AND MERCHANTS TRUST COMPANY OF PENNSYL VANIA, Executor of the Estate of PATRICIA A. ROBINSON, Deceased, has filed the First and Final Account of the administration of the said Decedent's Estate in the Office of the Register of Wills of Cumberland County, Pennsylvania. The said Account and Proposed Schedule of Distribution will be presented to the Court of Common Pleas of Cumberland County, Pennsylvania, Orphan's Court Division of Carlisle, Pennsylvania, in the assigned Courtroom of the Cumberland County Courthouse, One Courthouse Square, Carlisle, Pennsylvania, on ,rl A 1 J-() , 2006 at 9:30 A.M., for confirmation. Copies of the said Account and Proposed Schedule of Distribution are enclosed herewith. This Notice is sent to you as an interested party, in accordance with the Rules of Court. Any exceptions or objections to the said Account or Proposed Schedule of Distribution may be filed prior to, or at that time and date, by any Party of Interest. You are not required to appear at the audit. However, if you do not appear in person or by counsel, the Court will assume that you agree with the accounting and the distribution proposed by the accountants. Ill!)! 17 , 2006. Very truly yours, at~,- 6ft&u HEATHER C. ETTER ESTATE ADMINISTRATION OFFICER FARMERS AND MERCHANTS TRUST COMPANY OF CHAMBERSBURG Post Office Box 6010 Chambersburg, PAl 7201-6010 (717) 261-3566 Ma~ 11 06 10:51a Fre~ & Tile~ 7172436441 p. 1 PROOF OF PUBLICATION State of Pennsylvania, County of Cumberland Tanllny ShOe111.aker, Classified Sales l\:fanager / of The Sentinel, of the County and State aforesaid, being duly sworn, deposes and says that THE SENTINEL, a newspaper of general circulation in the Borough of Carlisle, County and State aforesaid, was established December 13th, 1881, since which date THE SENTINEL has been regularly issued in said County, and that the printed notice or publication attached hereto is exactly the same as was printed and published in the regular editions and issues of THE SENTINEL on the following day(s 1\'1arch 31, ApriLQZ1.4, 2005 COPY OF NOTICE OF PUBLICATION -~.":"""'.-...,.._,. '. .......,..'. EXECUTOR'S ~ Letters Testamentary on the Estate of PATRICIA A.. ROBINSON. late of Shippensburg Borough. Shippens~ burg, PA 17257, Cumberland County, Pennsylvania. deceased. have been granted to the undersigned. , All persons knowing themselves to be indebted to said Estate will make payment immediately, and those having claims will present them for settlement to: Executor: Farmers & Merchants Trust Company 20 South Main Street Chambersburg, PA 17201 Affiant further deposes that he/ she is not interested in the subject matter of the aforesaid notice or advertisement, and that all allegations in the foregoing statement as to time, place and character of pub ication are true. ~ Ii k ./ /1 ~ " Robert G. Frey. Attorney 5 South Hanover StrBet Carlisle, PA 17013 '. ....- ~ Sworn to and subscribed before me this 20th day of ApriL 2005 . ~~1:~~___--- My conunission expires: 9f/(}f COMMONWEALTH OF PENNSYLVANIA Notarial Seal Christina L. WcMe. Notary Public Car1isle Bora. Cumber1and County My Commission Expires Sepl1. 2008 Member. P~nnsy'vania Association Of Notaries r I ! - I tTj ....,.., > ~ I :z- ~~tTj U) I =c:I H 3: :><:~H ~ 1 ,..,.., CJ == tr:l :;d 0 0 c,..::) t-cjCJ:;dU) ~ :;dCJO J: :z:- >~U)H t-cj~~ )> c::::::. =-= H~>> Oz ~Oj~ ~ -r'"! c:::::I :;d:;dZZ tTjO lD c:-:::a3: H t:lt:l t-cj. Ztr:lO rrJ :::::Ie ,..,.., CJtTj > U):;dtTj :z:- == ~O~tTj ~~CJ :u 5I::C"':>> HN (J) ~;; :;d~H :;d~ lD == =-= >HCJZ HI 0t:l0 C c,..::) --t · se > ~CJ~ :u ClCII c:,..o ::r:: ~ CJo HV1 G) c:= --t :;dtx:lZ >1 HOO == == O("IjH> t:l~~ 11 CI"':) c:= >0 C'-) OJ U)CJ ~ --t HU) CJ . N U)HHO ~ HHt"'"l c:-:::a O~:;d~ :;dW <:"'-:::trj c::::::. ~.. > 3: Ztr:l~H 0 -c OJ Ht-cjU) ::z-. =-= OHO H 0>0 -c Z Z tTj tTjCJtTj U) I I 0 0 . Z I I I J >- .7 =:; C) '. r+ C") (l) ClJ ;:, Q ~ ::r :::. (f;-' '" o :::) < ~ (I) _. CD ::) -~ '-. / "0 (I) <D _ s: ;: () cD 9! a; ," '<~QOQ'":JOQ)tDW Ow CD5i,Q.c;:;,3o- ~ -< 0 ~ 0' Jif. ~ a. Q) '< ~,. 3e: -< .:3 52' cr"2. it i o.i :T~-.g)g.;l 2?=-'~ 81 0 0 S "'D-? \ aQ ~ ij.~a- ?- ~ i '1 f c; i! ~ _l', ~ aoi~j.lg-l&i , ~,iif:'!I~: , 8. ll!J ;~J~ ), f ~ ~ 'IF -< - CII ",.1 s. ~o. 1C5c:2.S~J>>- ., !. m .a 4' ill a i ~ Q H !~ So 0 ~ '\ '-----.t. i lag Q. is ~ :> iJ (, I~ ~a~m~5.o .~ ~ _ !!l 3" 0. ;;!!~, a..::, , n -Sl) <Do~2 , cr: 0 ;? 5t. iO ~ 0" 5" ~ 6- o' ~ s- - ""'" ~ 0 Q) -, .., ::T ..... - o;~-<~o~(f:~i,:: 7,'- i ;'otii ~[~ ~li 5illl~~ ;: 1111, g ~ ~ ~ . 'l5:m ~ 0.5- (Z5.Eaa r ~ i.ii! (~~" ~ a ~ _ :~ I i g ...---,- =::T ~ if ar 5) ~ __ I Q~CD;!l .. 0 b:. - Q! it 12 _ I~Q.g:681l>~ 07, ~~fi~.~l!i OJ CD (") - ::h ~r.u"'O::s~o :: (", _ :J!t>, _.., c: ~ :J 000:::;:).(1)<0 , 0 ro 0 , =' =' --