The URL can be used to link to this page

Home My WebLink About07-18-06 COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PA ORPHANS' COURT DIVISION NO. 21-06-0013 ESTATE OF GRACE L. BOHN DECEASED ESTATE 21-06-0013 LATE OF CARLISLE BOROUGH FIRST AND FINAL ACCOUNT OF MARY ANNE WILLIAMS AND JOANNE CASEY, CO-EXECUTRICES UNDER LAST WILL AND TESTAMENT OF GRACEL. BOHN, DECEASED DATE OF DEATH: DECEMBER 30,2005 DATE OF EXECUTRICES APPOINTMENT: JANUARY 5, 2006 DATE OF PUBLICATION OF ESTATE NOTICES: CUMBERLAND LAW JOURNAL: JANUARY 14,21,28,2006 THE SENTINEL: JANUARY 20, 27 FEBRUARY 3, 2006 ACCOUNTING FOR THE PERIOD: DECEMBER 30,2005 TO JULY 11,2006 PURPOSE OF ACCOUNT: THE EXECUTRICES OFFER THIS ACCOUNT TO ACQUAINT INTERESTED PARTIES WITH THE TRANSACTIONS THAT HAVE OCCURRED DURING THEIR ADMINISTRATION. REQUESTED FOR ADDITIONAL INFORMATION OR QUESTIONS OR OBJECTIONS CAN BE DISCUSSED WITH JOHN M. EAKIN MARKET SQUARE BUILDING MECHANICSBURG, P A 17055 (717) 766-3172 'J J .~' i'J (')', ..' 'J (j ,j . '.J ' .;: I, -,; "... t \ ~ .. ~,) ..l,~,t:~'J PRINCIPAL ACCOUNT RECEIPTS DISBURSEMENTS TOTAL PRINCIPAL ACCOUNT INCOME RECEIPTS BALANCE FOR DISTRIBUTION ESTATE OF GRACE L. BOHN ACCOUNTING RECAPITULATION DECEMBER 30, 2006 THROUGH JULY 11, 2006 PAGES 2 3 $252,853.12 $40,176.14 $212,676.98 4 $242.95 $212,919.93 J. ESTATE OF GRACE L. BOHN ACCOUNTING DECEMBER 30, 2006 THROUGH JULY 11, 2006 PRINCIPAL RECEIPTS REAL ESTATE House and Lot, 57 Ashford Drive, Enola, Pa $108,000.00 Total Real Estate Received $108,000.00 PERSONAL PROPERTY M& T Bank - Savings Account M& T Bank - Checking Account AT&T - Refund Thornwald Home- Refund Pursell Associates - Brokerage Account Medco Reimbursement Investment Inc. Furniture and Personal Property 2005 Federal Income Tax Refund Inheritance Tax Refund $21,248.60 $4,830.73 $183.30 $223.76 $111,329.64 $1,476.60 $1,343.00 $1,500.00 $57.89 Total Personal Property Received $142,193.52 STOCKS 109 shares AT&T Common Stock @ 24.40 $2,659.60 TOTAL PRINCIPAL RECEIPTS $252.853.12 t. ESTATE OF GRACE L. BOHN ACCOUNTING DECEMBER 30, 2006 THROUGH JULY 11, 2006 PRINCIPAL DISBURSEMENTS 01/19/2006 PNC Bank - check printing 01/21/2006 PharmAmerica, Pharmacy 01/21/2006 East Pennsboro, Sewer 01/21/2006 Fay B. Herman, reimbursement for funeral 01/30/2006 Pa American Water 01/30/2006 PP&L Electric 02/21/2006 Register of Wills, letters testamentary 02/21/2006 Cumberland Law Journal, estate notice 02/21/2006 The Sentinel, estate notice 02/21/2006 Central Penn Appraisals, real estate appraisal 02/21/2006 Frank Potteiger, personal property appraisal 03/07/2006 PP&L Electric 03/07/2006 Pa American Water 03/07/2006 H&R Block Tax Preparation 03/10/2006 2005 Pa Income Tax 03/14/2006 Real Estate Tax 03/28/2006 Register of Wills, partial inheritance tax 03/31/2006 PP&L Electric 03/31/2006 Pa American Water 04/02/2006 East Pennsboro, Sewer 04/15/2006 Lloyd Beere, lawn maintenance 04/17/2006 Register of Wills, inheritance tax 04/17/2006 Register of Wills, filing fee 04/30/2006 PP&L Electric 04/30/2006 Pa American Water 04/30/2006 Lloyd Beere, lawn maintenance 05/08/2006 Lloyd Beere, lawn maintenance 05/19/2006 Peerless Insurance Co., Home Insurance OS/20/2006 Bertha Beere, lawn maintenance OS/29/2006 PP&L Electric 06/02/2006 Register of Wills, additional inheritance tax 06/02/2006 Register of Wills, filing fee 06/04/2006 Pa American Water 06/05/2006 Bertha Beere, lawn maintenance 07/03/2006 Bertha Beere, lawn maintenance 07/03/2006 PP&L Electric 07/03/2006 Pa American Water 07/11/2006 East Pennsboro, Sewer John M. Eakin, attorney fee Reserved for filing award of real estate Register of Wills, filing account $28.26 $322.05 $115.00 $350.00 $27.05 $59.31 $361.00 $75.00 $173.33 $300.00 $65.00 $54.46 $277.00 $26.45 $91.00 $260.84 $22,000.00 $50.96 $26.45 $115.00 $30.00 $6,237.05 $15.00 $22.92 $25.89 $30.00 $30.00 $458.00 $30.00 $9.47 $384.79 $15.00 $26.47 $30.00 $130.00 $9.58 $25.31 $115.00 $7,500.00 $38.50 $235.00 TOTAL PRINCIPAL DISBURSEMENTS $40.176.14 J. INCOME RECEIPTS INTEREST DIVIDENDS ESTATE OF GRACE L. BOHN ACCOUNTING DECEMBER 30, 2006 THROUGH JULY 11, 2006 02/03/2006 PNC Bank Estate Account 03/06/2006 PNC Bank Estate Account 04/05/2006 PNC Bank Estate Account 05/04/2006 PNC Bank Estate Account 06/06/2006 PNC Bank Estate Account 07/06/2006 PNC Bank Estate Account 04/17/2006 Wachovia 02/01/2006 AT&T 05/13/2006 AT&T TOTAL INCOME RECEIPTS J./. $1.58 $7.45 $7.68 $37.65 $58.40 $52.78 $4.93 $36.24 $36.24 $242.95 SCHEDULE OF DISTRIBUTION The accountants propose to distribute the amount for distribution $212,919.93 in accordance with decedent's will. Paragraph 3 specifically devises her real estate m ld certain personal property to Faye B. Herman. Paragraph 4B(3) of the will govems tile payment of the residue as the decedent's sister, Faye B. Herman survived her and her sister Jean B. Mitchell predeceased her. The distribution is as follows: FAYE B. HERMAN Real Estate Furniture Cash $108,000.00 $1,343.00 $15,536.54 JOANNE CASEY Cash $15,906.16 DONNA SUE BIRD Cash $15,906.46 MARY ANNE WILLIAMS Cash $8,130. '19 JANET PRICE Cash $8,138.19 DAVID MITCHELL Cash $13,317.03 ELLEN MITCHELL Cash $13,317.03 WILLIAM MITCHELL Cash $"13,3H.03 TOTAL $212,919.93 Mary Anne Williams and Joanne Casey, Executrices under the Last Will and Testament of Grace L. Bohn, deceased, hereby declares under oath that they have truthfully performed their duties as executrices; that the foregoing First and Final Account is true and correct; fllat it f'IlIy discloses all significant transactions occurring during the accounting period; th8t fllll;pnv"q ,! -iIP" against the estate have been paid in full; that to their knowledge, tl1-::-rc me no daim:; IIUW outstanding against the estate and that all taxes personalty due from the estate have been paid. Joanne Casey SUbped and Sworn to ..!::!.m~ Notary Public NOTARIAL SEAl. HEIDI M. NELSON, ~ PublIc Mec:han~ Boro, CuInbirtIIKj Co I My CommIssIon Exphs June 27, 2007 5, . . SCHEDULE OF DISTRIBUTION The accountants propose to distribute the amount for distribution $212,919.93 in accordance with decedent's will. Paragraph 3 specifically devises her real estate and certain personal property to Faye B. Herman. Paragraph 4B(3) of the will governs the payment of the residue as the decedent's sister, Faye B. Herman survived her and her sister Jean B. Mitchell predeceased her. The distribution is as follows: FAYE B. HERMAN Real Estate Furniture Cash $100,000.00 $1,3-13.00 $15,536.G4 JOANNE CASEY Cash $15,906.46 DONNA SUE BIRD Cash $15,906..-16 MARY ANNE WILLIAMS Cash $8,138.19 JANET PRICE Cash $8,138.19 DAVID MITCHELL Cash $13,317.03 ELLEN MITCHELL Cash $13,317.03 WILLIAM MITCHELL Cash $13,317.03 TOTAL $212,919.93 Mary Anne Williams and Joanne Casey, Executrices under the Last Will and Testament of Grace L. Bolm, deceased, hereby declares under oath that they have truthfully performed their duties as executrices; that the foregoing First and Final Account is true and correct; that it fully discloses all significant transactions occurring during the accounting peri/Jd, tll8t all f!-!HWlfl c!;.im<:: against the estate have been paid in full; that to their knowledge, there are no c1airils now outstanding against the estate and that all taxes personalty due from the estate have been paid. Mary Anne Williams ~ ~ Joanne Casey Subscribed and Sworn to this ~ day of July, 2006. 4/tittt~ vfIJ. ~ Notary Public NOTARIAL SEAL HaDI M. NELSON, ~ PubIc Mechanlcsburg 801'0, CumbirtInd Co. , My Commission ExpIres June 27, 2007. 5. 1ffcl~t ~1lJ'ilI ~tltO lQ}~gtmntnt OF GRACE L. BOHN I, GRACE L. BOHN, of the East Pennsboro Township, Cumberland County, Pennsylvania, being of sound and disposing mind, memory and understanding, do hereby make, publish and declare this my Last Will and Testament, hereby revoking and making void any and all Wills by me at any time heretofore made.. 1. I direct the payment of all my just debts and funeral expenses as soon after my decease as the same can conveniently be done. 2. I direct that there shall: be paid out of my residuary estate all estate, inheritance and like taxes together with any interest or penalty thereon imposed by the Government of the United States, or any state or territory thereof, or by any foreign government or political subdivision thereof, in respect to all property required to be included in my gross estate for estate, inheritance or like tax purposes by any of such governments, whether the property passes under this will or otherwise. 3. I give, devise and bequeath my real estate at 57 Ashford Drive, Enola, Pennsylvania, together with the household furnishings therein, to my sister, FAYE B. HERMAN, absolutely and in fee simple if she survives me, but in the event she predeceascs mc the gin shall not lapse but go instead to her two daughters. MAI{Y - 1 - _,w>f~i'ii';~~ ~..,' ANNE WILLIAMS and JANET PRICE, in equal shares as tenants in common. 4. All the rest, residue and remainder my estate, real, personal and mixed, and wheresoever situate, I give, devise and bequeath as follows: A.) Fifty-Five (550/0) percent of the residue to my following nieces and nephews in equal shares as a class, to wit, JOANNE CASEY, DONNA SUE BIRD, MARY ANNE WILLIAMS, JANET PRICE, DAVID H. MITCHELL, ELLEN L. MITCHELL and WILLIAM M. MITCHELL. In the event a member of the class predeceases me, his or her share shall lapse and be divided equally among the members of the class who survive me. B.) FOliy-Five (45%) percent of the residue shall be distributed as follows: 1.) In the event my sisters, FAYE B. HERMAN and JEAN B. MITCHELL, survive me, I give and bequeath one-half(~) thereof to my sister, JEAN B. MITCHELL, and one-fourth (1/4) to JOANNE CASEY and one-fourth (1/4) to DONNA SUE BIRD. 2.) In the event my sister, FAYE B. HERMAN predeceases me and my sister, JEAN B. MITCHELL, survives me, I give and bequeath one- third (1/3) thereof to JEAN B. MITCHELL, one-sixth (1/6) to JOANNE CASEY, one-sixth (1/6) to DONNA SUE BIRD, one-sixth (1/6) to MARY -2- , , >' "";", ':~ ,-" '''''''' -, e'" :; '__"".~"'fl_W'."-""';"'';;'~ ,~. . -':".- .;;-:".- -.~---;-:-,-~~'~-- I ---~_.. ANNE WILLIAMS, one-sixth (1/6) to JANET PRICE. 3.) In the event my sister, FAYE B. HERMAN, survives me and my sister, JEAN B. MITCHELL, predeceases me, 1 give, devise and bequeath one-third (1/3) thereof to FAYE B. HERMAN, one-sixth (1/6) to JOANNE CASEY, one-sixth (1/6) to DONNA SUE BIRD, one-ninth (I 19) to DAVID H. MITCHELL, one-ninth (1/9) to ELLEN L. MITCHELL and one-ninth (1/9) to WILLIAM M. MITCHELL. 4.) Ifmy sisters, FAYE B. HERMAN and JEAN B. MITCHELL, both predecease me, I give and bequeath one-sixth (1/6) thereof to JOANNE CASEY, one-sixth (1/6) to DONNA SUE BIRD, one-sixth (1/6) to MARY ANNE WILLIAMS, one- sixth (1/6) to JANET PRICE one-ninth (1/9) to DA VID H. MITCHELL, one-ninth (1/9) to ELLEN L. MITCHELL and one-ninth (1/9) to WILLIAM M. MITCHELL. 5. Lastly, I nominate, constitute and appoint my niece, JOANNE CASEY, of Laurel, Maryland, to be Executrix of this my Last Will and Testament. In the event she should for any reason be unable to act as such, I nominate my niece, MARY ANNE WILLIAMS, to be the Executrix in her place and I further direct that no bond or other - 3 - " + __ _ _ __. ;;;.....-;;; ~.-"-,,,",__";;_,=,_:". ._;~._....~;__.,_~--::---.T:;';:~~~""""--"- ~ - -, ".' _.. "r"..__."-<......._.., ,..,...""_.._.,,,~_.."".' -"..,~.-..., _. ,... -_"_'''-_~''''-''--'~'''''' ...~., . ...,.-._.........,~-- -'--.......~~... ,._,-~~.~ ~~ ._ ..4...,.~, ___ ~ ""_"'._.' . ""'.'-.... ~ _.-......-~ ,-----.. -......~ security be required of my personal representative to guarantee faithful performance of her duties. IN WITNESS WHEREOF, 1 have hereunto set my hand and seal this ~ }1);ay of January, 2000. .~_- ~e4- Urace L. Hohn (SEAL) Signed, sealed, published and declared by the above named GRACE L. BORN as and for his Last Will and Testament, in the presence of us who have subscribed our names hereto as witnesses, at her request, in her presence and in the presence of each other. '?fr~~'.;1~tf{~, ,,' \fn~ _.;,;j~ ", -4- __00- FIRST CODICIL TO THE LAST WILL AND TESTAMENT OF GRACE L. BOHN I, GRACE L. SOHN, of the East Pennsboro Township, Cumberland County, Pennsylvania, being of sound and disposing mind, memory and understanding, do hereby make, publish and declare this first codicil to my Last Will and Testament, dated January 6, 2000, 1. I revoke paragraph 5 of the said will. 2. I nominate, constitute and appoint my niece, JOANNE CASEY, and my niece, MARY ANNE WilliAMS, to be the Executrices of this my Last Will and Testament. In the event either should, for any reason, be unable or unwilling to act as such, the other shall be the sole Executrix, and I further direct that no bond or other security be required of either personal representative to guarantee faithful performance of her duties. 3. All provisions of my will not specifically changed hereby shall remain in - -~ - ----- ---.........,-----,_.....-....'..-.--,..~,.. ._~-...............,....,._.". - .,'_.__...-..~...~..+- "~-'-'.., '---.' .',' --- full force and effect. . . -. ---. IN WITNESS WHEREOF, I have hereunto set my hand and seal this (j- ()}u ~~ day of AFfu 2002. .(~ ~(SEAL) Grace L. Sohn ,i -c. . . 't/;'f/fJ':: . Signed, sealed, published and declared by the above named GRACE L. BOHN as and for the first codicil to her Last Will and Testament, in the presence of us who have subscribed our names hereto as witnesses, at her request, in her presence and in the presenc m, J 3: 1'1 ~ 3: c... P J> 0 Z ~ ~ I n ~ 0 Z UJ lfl ;0 ~ ~ ~ :s: :ll ~ -< . F1 '" ~ r'l "U ~ ~ )> ~ 5 :;: ~ ~ z Z 'I OJ o U1 U1 -""s-;: CD 0 0 ~ -" ell -"7':"<cr-'<IICI'-. ::r :::J :J '" -;:;" 0 -. ~ <II Ulli\o",wO-" cr "'. '1 :E -< g. :J g. -< Qi::c:g~Clgg :J 3' 0 .g CI' ~ (Jl :J ~ ~. ~::fS-5:S~"3;.z (1i<ll l<<~(I):JS- ~l8\"'~~~i ?~~~~sa.ia1a ~. ;!~hlg;~ ~ HF~!it ~~~h~~~ ~ ~. ('0 <: l1> 0 ~ _ 03-<t>""o~:J al" U:J~c:CllUj -<~~oa~ 9- - (/l CD o :J ::l