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HomeMy WebLinkAbout05-18-06 COURT OF COMMON PLEAS OF CUMBERLAND COUNTY PENNSYLVANIA ORPHANS' COURT DIVISION No. 21-05-0346 Estate of FLORENCE E. COMP, Deceased Late of Monroe Township FIRST AND FINAL ACCOUNT OF MANUFACTURERS AND TRADERS TRUST COMPANY, EXECUTOR Date of Death: Letters Granted: First Complete Advertisement of Grant of Letters: Account Stated to: March 17, 2005 April 14, 2005 May 20, 2005 May 19,2006 SUMMARY & INDEX Paaes PRINCIPAL Receipts Less Disbursements 2 2-3 Less Distributions to Beneficiaries Principal Balance Remaining INCOME Receipts Less Disbursements 3-4 4 Income Balance Remaining Combined Balance Remaining v- 3 948,518.84 147,514.76 801,004.08 18,231.32 27,589.32 1.327.50 ~'~~ : -:~ ! 1.,. ,i"',l ::~ \..; ~;~'v/.. =- ...) -, - ,~., (-. I ('\('\-rJ ~ \...:.. ':"'''t I, '-I,:] \..J...;, "_' ..... \,j V ..J 782,772.76 26,261.82 $ 809,034.58 Cash Cash COMPOSITION OF NET BALANCES PrinciDal Income PRINCIPAL RECEIPTS Inventory Filed Per Copy of PA Inheritance Tax Return Subsequent Receipts 06/30/05 Aetna Life Insurance Co., life insurance benefits Carlisle Companies, Inc. 09/07/05 Refund, Marsh Advantage America, property insurance premium Total Principal Receipts 04/08/05 04/19/05 04/21/05 04/22/05 04/25/05 04/27/05 05/06/05 05/13/05 05/16/05 05/17/05 05/18/05 06/01/05 06/06/05 06/14/05 06/16/05 06/28/05 07/07/05 07/14/05 07/15/05 07/22/05 07/26/05 PRINCIPAL DISBURSEMENTS Register of Wills, probate fee Cumberland Law Journal, advertising Letters Testamentary Met-Ed, utility service Marsh Advantage America, liability insurance Marsh Advantage America, property insurance Kough's Oil Service, fuel oil Met-Ed, utility service Ewing Brothers Funeral Home, funeral expense Register of Wills, Short Certificates Hilton Lock Service, changing lock Ridge Road property S. W. Barrett, real estate appraisal Vital Records, Death Certificates for Edna Evans and Nancy Richwine Sprint, telephone service The Sentinel, advertising Letters Testamentary Register of Wills, Short Certificates Met-Ed, utility service Register of Wills, short Certificates Vital Records, Death Certificates for Florence Camp Gilbert's Landscaping LLC, lawn care Register of Wills, estimated PA Inheritance Tax Met-Ed, utility service J. Christine Singer, services March 18 to April 2005 Shevlin's Maintenance Service, cleaning Ridge Road property Gilbert's Landscaping LLC, lawn care Gilbert's Landscaping LLC, lawn care Met-Ed, utility service -2- 2,500.00 356.00 $ 782,772.76 $ 26,261.82 945,662.84 2,856.00 $ 948,518.84 314.00 75.00 40.88 174.00 512.00 181.23 34.90 10,000.18 24.00 75.18 275.00 18.00 22.73 137.03 24.00 29.49 40.00 90.00 42.40 75,000.00 32.11 213.75 122.38 84.80 42.40 30.34 PRINCIPAL DISBURSEMENTS (continued) 08/15/05 Gilbert's Landscaping LLC, lawn care 08/23/05 Gilbert's Landscaping LLC, lawn care 08/29/05 Met-Ed, utility service 11/29/05 Register of Wills, filing fee Register of wills, balance PA Inheritance Tax 02/28/06 Dave Sheibley, trash removal 03/09/06 Register of Wills, balance probate fee Reserved: Frey & Tiley Manufacturers and Traders Trust Company, executor fee Closing and Filing Costs 84.80 42.40 34.81 15.00 10,404.00 75.00 400.00 15,000.00 32,322.95 1,500.00 Total Principal Disbursements $ 147,514.76 PRINCIPAL DISTRIBUTIONS TO BENEFICIARIES Carol Whitmoyer, $21,000 par US Series EE Bonds owned jointly with Florence E. Comp Ronald Raudabaugh, $21,225 par US Series EE Bonds owned jointly with Florence E. Comp Gary Raudabaugh, $15,275 par US Series EE Bonds owned jointly with Florence E. Comp 6,143.09 6,134.03 5,954.20 Total Principal Distributions $ 18,231.32 INCOME RECEIPTS 04/22/05 Interest, PA State Bank Acct. 30586 Interest, Sovereign Bank Acct. 1675208662 Interest, Sovereign Bank Acct. 2895407605 04/28/05 Interest, M&T Bank Acct. 407887 Interest, M& T Bank Acct. 31003911903952 05/04/05 Interest, Sovereign Bank Acct. 1671023129 Interest, Sovereign Bank Acct. 1675208662 Interest, Sovereign Bank Acct. 2895407605 Interest, Sovereign Bank Acct. 1675202699 Interest, Sovereign Bank Acct. 2895401582 Interest, Farmers National Bank Acct. 162593 Interest, Farmers National Bank Acct. 165165 Interest, Commerce Bank, Acct. 1100298 Interest, Farmers National Bank, Acct. 162593 Interest, PA State Bank Acct. 116846 05/06/05 Interest, American Home Bank, Acct. 0290001365 05/13/05 Interest, PA State Bank Acct. 030515 Interest, PA State Bank Acct. 030475 Interest, Orrstown Bank Acct. 106003561 -3- 15.18 56.64 46.45 2.65 54.87 2.74 7.32 5.99 146.07 44.70 188.64 173.18 165.83 13.45 30.32 232.20 54.41 247.31 145.11 INCOME RECEIPTS (cant.) 05/13/05 Interest, Orrstown Bank Acct. 4000000323 Interest, Orrstown Bank Acct. 4000000324 Interest, Orrstown Bank Acct. 4000002935 05/18/05 Interest, US Series EE Bonds 06/13/05 Interest, US Series EE Bonds 07/11/05 Interest, US Series EE Bonds 07/20/05 Interest, US Series H Bond Dividends, Money Market Fund 5-2-05 to 4-3-06 121.72 75.29 54.46 244.66 144.00 128.05 67.50 25,120.58 Total Income Receipts $ 27,589.32 INCOME DISBURSEMENTS Manufacturers and Traders Trust Co., income commission $ 1,327.50 MANUFACTURERS AND TRADERS TRUST COMPANY EXECUTOR, FLORENCE E. COMP ~ }~,L~ Jane F Burke, Vice President COMMONWEALTH OF PENNSYLVANIA COUNTY OF CUMBERLAND Jane F. Burke, Vice President, Manufacturers and Traders Trust Company, Executor being duly sworn according to law, depose and says that the foregoing Account, both as to the items of charge and discharge, are just and true to the best of her knowledge and belief. ~~ J-i1uJLL Jane F. urke, Vice President Sworn to and Subscribed before me this / J- ~ day of May 2006 , /L... ~ 0 E'.k:~ /~*UbliC COMMONWEALTH OF PENNSYLVANIA Notarial Seal Gwendolyn E. Killian, Notary Public Carlisle Bora, Cumberland County My Commission Expires Nov. 22, 2008 Member. Pennsylvania Association Of Notaries -4- IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY PENNSYLVANIA ORPHANS' COURT DIVISION IN THE ESTATE OF FLORENCE E. COMP, LATE OF MONROE TOWNSHIP SCHEDULE OF PROPOSED DISTRIBUTION Balance for distribution as per First and Final Account filed May 19, 2006 $809,034.58 Distribution Gary L. Raudabaugh Principal Cash I ncome Cash 130,462.13 4,376.97 134,839.10 Rona~Raudabaugh Principal Cash I ncome Cash 130,462.13 4.376.97 134,839.10 Carol Whitmoyer Principal Cash Income Cash 130,462.13 4.376.97 134,839.10 Manufacturers and Traders Trust Company Plenary Guardian Steven Richwine Principal Cash Income Cash 130,462.13 4.376.97 134,839.10 Newville Assembly of God Church Principal Cash Income Cash 260,924.24 8.753.94 269,678.18 $ 809,034.58 STATEMENT OF THE REASONS FOR THE PROPOSED DISTRIBUTION The above distribution is proposed in accordance with the terms of the Last Will and Testament of Florence E. Comp, late of Monroe Township, Cumberland County, Pennsylvania. ~,:f(1~, Ja . F. Burke, Vice President -5- COMMONWEALTH OF PENNSYLVANIA COUNTY OF CUMBERLAND Jane F. Burke, Vice President of Manufacturers and Traders Trust Company, being duly sworn according to law, deposes and says that the facts set forth in the Statement of the Reasons for the Proposed Distribution are true and correct. Ja Sworn tund Subscribed before me this ~ day of May, 2006 .~cf,K~ COMMONWEALTH OF PENNSYLVANIA Notarial Seal Gwendolyn E. Killian, Notary Public Carlisle Boro, Cumberland County My Commission Expires Nov. 22, 2008 Member, Pennsylvania Association Of Notaries -6- r ~ I-%ju::l I-%jOO t::lCJCJCJ~t'%:l1-d1-%j ~ ~ rt H~ HOOO u::l~H ro ro t-ltl> <c:=c:=~ t-30~ ID ~"'O Ht"'8 HZ~ c:=tl>t:du::l ::r' Zt'%:l u::lt-3t-3~I-%jt-3Qt-3 R'?ro G":>t::l Ht-<:: tl>t'%:ltn l::$ 0" 0 t-<:: CJ t'%:l ~ g t-3 t::lt-3 Z I-%j.. t-3 0 t::l ..... t::l :>0 I-d C:=I-%j t::l I--' · t-3 Zt'%:lCJt'%:l~ u::l ro t'%:l OZO>:lt'%:lI-%jCJI-%j ~ t-3 ~~ · Z ~ t'%:l ~ t-l P:: H ..... 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COMP, Deceased Late of Monroe Township FIRST AND FINAL ACCOUNT OF MANUFACTURERS AND TRADERS TRUST COMPANY, EXECUTOR Date of Death: Letters Granted: First Complete Advertisement of Grant of Letters: Account Stated to: March 17, 2005 April 14, 2005 ;tHe. 5e,J1"'ll'l'eL \ A-pR\L ;).~, c1 q~ MA-' May 20, 2005/ClLI'Yl BeR LA-.,J 0 Lftw JouRNPr L--: May 19, 2006 fnA-~ ~ I 13"" JOl J.oo~ SUMMARY & INDEX Paaes PRINCIPAL Receipts Less Disbursements Less Distributions to Beneficiaries 3 948,518.84 147,514.76 801,004.08 18,231.32 2 2-3 Principal Balance Remaining 782.172.76 INCOME Receipts Less Disbursements 3-4 4 27,589.32 1.327.50 Income Balance Remaining 26,261.82 Combined Balance Remaining $ 809~03_4.58 c ',~ : ~:: , \.' 1 :2 \ .., ;JI';1.. .~ ::..)