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Home My WebLink About07-17-06 FlFILESIDA T AFILEIESTA TESll1 105. 1 account ALICE G. CLOSS, DECEASED IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA ORPHANS' COURT DIVISION : NO. 21-05-1120 IN RE: ESTATE OF FIRST AND FINAL ACCOUNT OF PATRICK E. CLOSS, EXECUTOR OF THE ESTATE OF ALICE G. CLOSS, LATE OF NORTH MIDDLETON TOWNSHIP, CUMBERLAND COUNTY, PENNSYLVANIA Date of Death: Date of Executor's Appointment: Letters Advertised: Sentinel - Cumberland Law Journal - Accounting for the period: December 23, 2005 December 29, 2005 February 28, March 7, 14,2006 March 3, 10, 17, 2006 June 30, 2006 Purpose of the Account: Patrick E. Closs, Executor, offers this account to acquaint interested parties with the transactions that have occurred during the administration. The account also indicates the proposed distribution of the estate. It is important that the Account be carefully examined. Requests for additional information or questions or objections can be discussed with: ----.. I 6-fzLi ./lL~ <-'~r t'5 " JI 3..~ q b, ~72 Daniel K. Deardorff, Esquire MARTSON DEARDORFF WILLIAMS & OTTO 10 East High Street Carlisle, P A 17013 (717) 243-3341 j)' f. ',.. --- ' ""'" (S~lLu_Lt,c61L:J - (~ ':J'L4~U'~ E S~-Cc- " 'I .'-' J;~.."7 .., '. 't (, ..:..~ I " L 1 .. ,I ": '7 oJ {,~ '. , _...,/ ~ '.../ --- .-. '-' SUMMARY OF ACCOUNT Schedule of Proposed Distribution PRINCIPAL Receipts Less Disbursements Balance Before Distributions Distributions to Beneficiaries Principal Balance on Hand INCOME Receipts Less Disbursements Balance Before Distributions Distributions to Beneficiaries COMBINED BALANCE ON HAND UNPAID CREDITORS Page Current Value No. [Date] 5 $ 0.00 2 2-3 3 3 3 3 4 4-5 RECEIPTS OF PRINCIPAL Citizens Bank, Checking Account #6100728714 Citizens Bank, Savings Account #6245539515 Household goods, appraised value TOTAL RECEIPTS OF PRINCIPAL Administration expenses: DISBURSEMENTS OF PRINCIPAL 02/20/06 Michael Cease, personal property appraisal fee paid by estate -2- Fiduciary Acquisition Value $ 0.00 3,296.68 -3.296.68 0.00 0.00 0.00 0.00 0.00 0.00 0.00 $ 0.00 $ 44.879.70 $ 632.45 998.23 1.666.00 3,296.68 50.00 Reserved Martson Deardorff Williams & Otto, costs advanced: Probate fee Certified mail, Dept. of Public Welfare The Sentinel, Advertising Letters Testamentary Cumberland Law Journal, Advt. Letters Test. Register of Wills, filing fee, Inh. Tax Return Register of Wills, additional probate fee Register of Wills, filing fee, Account 58.00 4.64 144.29 75.00 15.00 10.00 130.00 Funeral/burial expenses: Reserved Martson Deardorff Williams & Otto, attorney fees [discounted] Cumberland Valley Memorial Gardens, burial lot [$2,495.00], partial balance paid by estate TOTAL, PRINCIPAL DISBURSEMENTS: DISTRIBUTION OF PRINCIPAL TO BENEFICIARIES None TOTAL DISTRIBUTIONS OF PRINCIPAL PRINCIPAL BALANCE ON HAND Current Value Estate checking account Less amounts reserved for future disbursement: PRINCIP AL BALANCE FOR DISTRIBUTION RECEIPTS OF INCOME None TOTAL RECEIPTS OF INCOME DISBURSEMENTS OF INCOME None TOTAL DISBURSEMENTS OF INCOME -3- 1,936.93 -1.936.93 0.00 436.93 1,500.00 1.309.75 $ 3,296.68 $ $ 0.00 0.00 Fiduciary Acquisition Value 1,936.93 -1.936.93 0.00 $ $ 0.00 0.00 $ $ 0.00 0.00 DISTRIBUTIONS OF INCOME TO BENEFICIARIES None TOT AL DISBURSEMENTS OF INCOME UNPAID CREDITORS A dmin istrationljuneral/burial expenses: Patrick E. Closs, reimbursement for payment of administration/funeral/ burial expenses: Michael Cease, balance, personal property appraisal fee Cumberland Valley Memorial Gardens, balance, burial lot Hoffman-Roth Funeral Home, funeral services The Bon Ton, burial clothing 75.00 1,185.25 7,334.70 59.49 u.s. Government: Internal Revenue Service, Account #142-24-8708 Medical services: Andorra Radiology Assoc., Account #ARA-9269655 Cumberland County Office of Aging, Account #Nov-05-18 Gravemarker: Patrick E. Closs, reimbursement for gravemarker All other claims: Penn Credit Corp for Cumberland County, Account #73710272002 and #73710582003 Capital Tax Collection Bureau, Account #3211243540 Comcast, Account #09547373869-03-7 PPL, Account #17601-21034 Sprint, Account #0168997647-4 Collectcorp Corp. for American Express, Account #373076291821006 Alliance One for Capital One-Z7030, Account #V08690 Plaza Associates for Citibank South Dakota, NA for Shell Credit Card, Account #514643782 Commonwealth Financial Systems, Inc. for Original 1 st USA Bank Account #4366163047439167 -4- $ $ 0.00 0.00 8,654.44 $ 14,594.13 47.64 46.08 1,278.40 57.00 2,133.22 95.59 435.44 255.91 72.48 816.98 1,116.53 8,117.50 TRIADvantage Credit Seervices Inc, Account No. KN4972, for USAA Federal Savings Bank, Account #5458830022031880 TOTAL DUE UNPAID CREDITORS: 257.50 48.20 1,946.36 2,090.19 2.816.11 $ 44,879.70 First National Bank of Marin, Visa Account #4447960112689102 Credit Collection Services for Liberty Mutual, Account No. 05 019994610 Paragon Way, Inc. for Monogram Credit Card Bank of, Account #CG8890907135313 Acadeny Collection Service, Inc., File No. 9070584, for Target Financial Services Visa, Account No. 4352373388471994 SCHEDULE OF PROPOSED DISTRIBUTION Patrick E. Closs, Executor of the Estate of Alice G. Closs, deceased, by his Agent, Alisa M. Closs pursuant to Durable Power of Attorney Limited to Acts of Estate Administration dated February 23, 2006, 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. COMMONWEALTH OF PENNSYLVANIA ) COUNTY OF CUMBERLAND ) Alisa M. Closs, whose name is subscribed as Agent for Patrick E. Closs, Executor under the Last Will and Testament of Alice G. Closs, deceased, hereby declares under oath on behalf of her principal, Patrick E. Closs, that the Executor has fully and faithfully discharged the duties of his 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 or listed herein; that, to his/her knowledge, there are no claims now outstanding against the Estate other than those listed above; and that no Pennsylvania Inheritance Tax is presently due from the estate. QMtl 11\ U~ Alisa M. Closs, Agent for Patrick E. Closs, Executor Sworn and subscribed to before me this /3'fA-dayof '2 ODe-. \' NOTARIAL SEAL I CORRINE L. MYERS, NOTARY PUBLIC CARLISLE BORa, COUNTY OF CUMBERLAND MY COMMISSION EXPIRES MAY 27, 2007 , _=,,".v,.....-- . - 5- F IFlLESIDATAFILEIEslale Planningl] 1105.1 wilL2004 LAST WILL AND TEST AMENT I, ALICE G. CLOSS, of Carlisle Borough, Cumberland County, Pennsylvania, being of sound and disposing mind and memory, do hereby make, publish and declare this to be my Last Will and Testament, hereby revoking any and all former Wills or Codicils made by me. 1. I direct that all my legally enforceab Ie debts, funeral expenses, testamentary expenses and all death taxes (whether such taxes may be payable by my estate or by any recipient of any property) shall be paid from my residuary estate as soon as practicable after my decease and as part of the administration of my estate. My Executor shall have no duty or obligation to obtain reimbursement for any such tax so paid, even though on proceeds of insurance or other property not passing under this Will. 2. I give, devise and bequeath all of my estate, both real and personal property, unto my children, JAMES CLOSS, THOMAS CLOSS, TYLER CLOSS, PATRICK CLOSS and LESLIE A. BLESSING, provided that the share of any child who predeceases me shall be distributed to his or her issue, per stirpes, and in default of any such then-living issue, such share shall be distributed to my surviving children. 4. I nominate, constitute and appoint my son, PATRICK E. CLOSS, as Executor of my estate. In the event he is unwilling or unable to so act, then I appoint my daughter, LESLIE A. BLESSING, to act in such capacity. 5. I direct that my Executor shall not be required to file a bond to secure the faithful performance of his duties in any jurisdiction. 6. I authorize and empower my Executor, in his sole and absolute discretion, to purchase or otherwise acquire and retain any investments of which I die seized or any real or personal property of any nature; to sell, lease, pledge, mortgage, transfer, exchange, dispose of or grant options in A.C. C. [Initials] Page 1 of 3 Pages regard to any or all property of any kind forming a part of my estate for such terms and such prices as he may deem advisable; to borrow money for any purposes connected with the protection and preservation of my estate; to mortgage or pledge any real or personal property forming a part of my estate or ~o join in or secure the partition of same; to compromise any claims or demands of my estate against others or of others against my estate; to make distribution in kind and to cause any share to be composed of cash, property or undivided fractional shares in property different in kind from any other share; to employ agents, attorneys and proxies and to delegate to them such power as my Executor considers desirable and to pay reasonable compensation for such services as may be rendered by such agents. attorneys and proxies; and to execute and deliver such instruments as may be necessary to carry out any of these powers. In addition, I direct that my Executor shall have the power to conduct an inventory of any safe deposit box necessary to the administration of my estate. IN WITNESS WHEREOF I have hereunto set my hand and seal this / 7~ day of ~aa- ,,JeW! (SEAL) SIGNED, SEALED, PUBLISHED AND DECLARED by the above-named Testatrix, as and for her Last Will and Testament, in the presence of us, who at her request, have hereunto subscribed our names as witnesses thereto, in the presence of the said Testatrix and of each other. \ ,') A., '/ 'T f.. /J r;/ -4'" \, /, />1' ~,.. /r~ ' ,/ // ;.f L-,~ ", ,,~"'_.~~ :.1 "..- . I / - 6/l~)1'~~ Page 2 of 3 Pages COMMONWEAL TH OF PENNSYLVANIA ) : SS. COUNTY OF CUMBERLAND ) ~e, Alice G. Closs, Daniel K. Deardorff, and t:rrnJLi.;Jf'j4!~ , the Testatrix and the witnesses, respectively, whose names are signed to the foregoing instrument, being first duly sworn, do hereby declare to the undersigned authority that tht: Testatrix signed and executed the instrument as her last Will and that the Testatrix has signed willingly, and that the Testatrix executed it as her free and voluntary act for the purposes therein expressed, and that each of the witnesses, in the presence and hearing of the Testatrix, signed the Will as a witness and that to the best of his/her knowledge the Testatrix was at that time eighteen ye:ars of age or older, of sound mind and under no constraint or undue influence. /1 L. -...""\.,< ("1',. (.A-/ Coe;\. / J' i.~':' ,.:. .--..,.. -r Alic~, G. cloiTes:.~trix , ( . ')/~'.'I /. f" ~? ,;.01 (1/ t /~ " . ..(: ~. Wii~e~' A, ,~-" -"1 '5 G.fYlA.'..,~ ~-..,) Witness Subscribed, sworn to and acknowledged before me by Alice . Closs, the Testatrix, and subscribed and sworn to before m/'} Daniel K. Deardorff and 6,rt'?J. i. . 7Jf;auJ , the witnesses, this /7>'1day of(;CZ'~ ,,;200 '/ . Li:~?&Ik Notary Public NOTARIAL SEAL YtCTORfA l. OTTO, NOTARY PU8UC CARLISLE BORO:r CUMBERLAND COUNTY MY COMMISSfO" EXPIRES DEC. 2 2006 Page 3 of 3 Pages _....-.'>~---~~.------------~-~~ ' _0 ~ ~ ~ ~ (')~ ~ ~~~ B5~~ r' ~ Z ..-j ::; ;> 88 H ~~ ~ t: t'11 0 ~ 7'; f;j~R~ ~ ::c C/l > ~ ~ ~ o r'tn ~ c:::f H z tT1,..;l tT1 trj8 ~ ~ . >< ~ tT1 .-o::I:: tn 00' ~ 518 ~ ~ 0 ~ ?; Ij I'fjl'fj < rn ~~~~ G) fg ~ z::C (j ;~~ . 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