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Home My WebLink About07-20-06 Court of Common Pleas of Cumberland County, Pennsylvania Orphans' Court Division No. 21-05-1074 Estate of Elizabeth Key Mott, Deceased FIRST AND FINAL ACCOUNT AND STATEMENT OF PROPOSED DISTRIBUTIONS Barbara Ann Dobie, Executrix Date of Death: 11/12/2005 Date of Executor's Appointment 12/14/2005 Date of First Advertisement of Letters:~~o~~ 01/13/2006. "\l2.0i~, '1.J.'~I.~'- ~~ O\l.o~\.,(",~, It-W,tJf/IO,," Accounting for the Period: 11/12/2005 to 07/06/2006 Purpose of Account: Barbara Ann Dobie, Executrix, offers this account to acquaint interested parties with the transactions that have occurred during this administration. 1"-:> It is important that the account be carefully examined. Requests for additional informati~n or quesffbns or objections can be discussed with: - :~_~ James D. Bogar Attorney Identification No. 19475 Bogar & Hipp Law Offices One West Main Street Shiremanstown, PA 17011 -.., \...) ';.-1 0) 717-737-8761 GROSS ESTATE (Principal Receipts + Income Receipts) 130,409.15 \>. SUMMARY OF ACCOUNT Estate of Elizabeth Key Mott, Deceased For the Deriod of November 12. 2005 throuQh Julv 6.2006 Proposed Distributions to Beneficiaries PRINCIPAL Receipts: This Account Net Gain (or Loss) on Sales or Other Dispositions Less Disbursements: Debts of Decedent Funeral Expenses Administration Expenses Federal and State Taxes Commissions Fees Family Exemption Balance Before Distributions Transfer to (from) Principal Distributions to Beneficiaries Principal Balance on Hand For Information: Investments Made Changes in Investment Holdings INCOME Receipts This Account Net Gain (or Loss) on Sales or Other Dispositions Less Disbursements Balance Before Distributions Transfer to (from) Income Distributions to Beneficiaries Income Balance on Hand For Information: Investments Made Changes in Investment Holdings COMBINED BALANCE ON HAND 5 4.69 0.00 4.69 0.00 4.69 0.00 0.00 4.69 PaQe 6 1 2 2 2 3 3 3 Current Value 21,015.34 16,921.37 1,833.65 69,750.00 1,000.00 13,020.00 0.00 Fiduciary Acquisition Value 5,563.79 130,404.46 0.00 130,404.46 123,540.36 6,864.10 0.00 1,305.00 5,559.10 5,563.79 SCHEDULE A RECEIPTS OF PRINCIPAL Fiduciary Acquisition Value Cash 11/12/2005 Commerce Bank - Savings Account No. 4.903.23 616164662, date of death balance $4,901.75, accrued interest $1.48 12/27/2005 Mid-Atlantic Insurance Group - Insurance 54.00 Refund 01/17/2006 Hilliard, Lyons, Inc. - Retirement Distribution 500.00 03/28/2006 AAA Central Penn - Refund of Membership Fee 63.00 04103/2006 Trustco Bank as Trustee of Rev Tr utA Elizabeth 115.022.86 Key Mott - Account No. 7010453442-Funds to pay costs of administration of the Estate of Elizabeth Key Mott pursuant to Paragraph 3.03 of the Trust Agreement Between Elizabeth Key Mott and Trustco Bank dated July 11, 2000 05/11/2006 Oxmore House - Refund 38.87 06/30/2006 Trustco Bank as Trustee of Rev Tr utA Elizabeth 8.517.50 Key Mott - Account No. 7010453442-Funds to be received to pay costs of administration of the Estate of Elizabeth Key Mott pursuant to Paragraph 3.03 of the Trust Agreement Between Elizabeth Key Mott and Trustco Bank dated July 11, 2000 (Reserve, 1/2 legal fees, Executrix Commission) 129.099.46 Personal Prooertv 11/12/2005 Personal Property - Value as listed on attached 1.305.00 appraisal 1.305.00 Total Receipts of Principal 130.404.46 1 SCHEDULE C DISBURSEMENTS OF PRINCIPAL Debts of Decedent 11/12/2005 11/12/2005 Messiah Village - Final Bill SunTrust Mortgage, Inc. - One-half (1/2) outstanding balance of Mortgage Loan Number 0140526195 on date of death. Date of death principal balance was $39,588.91 Internal Revenue Service - 2005 Personal Income Tax Pennsylvania Department of Revenue - 2005 Personal Income Tax Total Debts of Decedent 03/23/2006 03/23/2006 Funeral Expenses 11/12/2005 11/12/2005 Parthemore Funeral Home, Inc. - Funeral TEK Cuisine, Inc. - Funeral Luncheon Total Funeral Expenses 11/12/2005 11/12/2005 Administration Expenses Cumberland Law Journal - Executor's Notice Linden Hall Antiques - Personal property appraisal Patriot-News - Executor's Notice Register of Wills - Probate Fees RESERVES: - Costs to conclude administration of Estate including filing fee for First & Final Account and preparation of Fiduciary Income Tax Returns Register of Wills - Filing Fee-Pa. Inheritance Tax Return and Inventory Register of Wills - Filing Fee-Accounting 11/12/2005 11/12/2005 TO BE PAID 03/23/2006 07/01/2006 2 946.89 19.794.45 113.00 161.00 12.037.15 4.884.22 75.00 85.00 103.65 360.00 1.000.00 30.00 180.00 21.015.34 16.921.37 SCHEDULE C DISBURSEMENTS OF PRINCIPAL Continued Total Miscellaneous Administrative Expenses Federal and State Taxes 0210812006 Register of Wills - Pennsylvania Inheritance Tax Paid at Discount Total Taxes Commissions TO BE PAID Barbara A. Dobie - Executrix Commission Total Commissions 03/10/2006 03/23/2006 Fees James D. Bogar - Legal Fees Greenawalt & Company - Preparation of 2005 Personal Income Taxes and related James D. Bogar - Legal Fees Total Fees TO BE PAID TOTAL DISBURSEMENTS OF PRINCIPAL 3 69.750.00 1.000.00 6.337.50 345.00 6.337.50 1.833.65 69.750.00 1.000.00 13.020.00 123.540.36 SCHEDULE D DISTRIBUTIONS OF PRINCIPAL 11/12/2005 Personal Property - Life Estate Distribution to Barbara Ann Dobie 1.305.00 TOTAL DISTRIBUTIONS TO BENEFICIARIES 4 1.305.00 1.305.00 SCHEDULE G RECEIPTS OF INCOME Interest/Ban k 12/20/2005 Commerce Bank - Interest earned in Savings Account No. 616164662 from date of death through close-out of account Commerce Bank - Interest earned in Estate Checking Account No. 0537048241 through May 26,2006 TOTAL BANK INTEREST OS/26/2006 TOTAL RECEIPTS OF INCOME 5 1.17 3.52 4.69 4.69 PROPOSED DISTRIBUTIONS TO BENEFICIARIES TO: Howard Otis Mott, Jr. - Proposed Distribution Maria Mott Seferovich - Proposed Distribution Rebecca Mott Maguire - Proposed Distribution Shelly Mott Verber - Proposed Distribution Total 6 Current Value 07/06/2006 or as noted Fiduciary Acquisition Value 1.390.95 1.390.95 1.390.94 1.390.95 5.563.79 5.563.79 Court of Common Pleas of Cumberland County, Pennsylvania Orphans' Court Division No. 21-05-1074 Estate of Elizabeth Key Matt, Deceased Affidavit Barbara Ann Dobie, Executrix, under the Last Will and Testament of Estate of Elizabeth Key Mott, Deceased, hereby declares under oath that he/she has fully and faithfully discharged the duties of his/her office; that the foregoing 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; that, to his/her knowledge, there are no claims now outstanding against the estate; that all taxes presently due from the estate have been paid; and that more than four months have elapsed since the first complete advertisement of the granting of letters in this estate. ~~ki~ Subscribed and sworn to before me this JafJ-day of ~ ,200~, ~ Mil lo cf. LJ..JL0 u'>>1/,) Notary Public COMMONWEALTH Of PENNSYlVAIIIA NOTARIAL SEAL BONNIE l. WIlliAMS, NOTARY PU8UC S1tIREMANSTOWN BORO., CUMBERlAND CI. MY COMMISSION EXPIRES APRIL 18 2001 ~ ~ ~ \ ~ i \~ ~' LAST~LLANDTESTAMENT OF ELIZABETH KEY MOTT I, ELIZABETH KEY MOTT, of the Borough of Shiremanstown, Cumberland County, Pennsylvania, make, publish and declare this as and for my Last will and Testament, hereby revoking all other Wills and Codicils heretofore made by me. FIRST: I give and bequeath my household furniture and furnishings, my personal effects, jewelry, and all other tangible personal property, including my automobile, and excluding all cash, bank accounts of whatever nature, certificates of deposit, stock, bonds and other like securities, to BARBARA ANN DOBIE, for her use during her life and as long as she continues to reside at 317 West Green street, Shiremanstown, Cumberland County, Pennsyl- vania. Upon the death of BARBARA ANN DOBIE or upon her no longer continuing to reside at 317 West Green street, Shiremanstown, Cumberland County, Pennsylvania, I give and bequeath my household furniture and furnishings, my_personal effects, jewelry, and all other tangible personal property, including my automobile, and excluding all cash, bank accounts of whatever nature, certifi- cates of deposit, stock, bonds and other like securities, in equal shares, to SHELLY MOTT VERBER, my niece, MARIA MOTT SEFEROVICH, my niece, REBECCA MOTT MAGUIRE, my niece, and HOWARD OTIS MOTT, JR., my n~phew, provided that should any of these individuals predecease me, I give and bequeath their share under this Clause, to their issue per stirpes by representation, and if there be a failure of same, then I give and bequeath such deceased individual's share to those surviving individuals specifically named in this Clause, in equal shares. It is my wish that said division be done in equal shares as nearly as is possible with said arrangements for division to be handled directly among the individuals named in this Clause. Any items \{ ~' I~ ~ ~ \ ~ of personal property so mentioned herein not claimed shall be and become a part of my residuary estate to be disposed of as set forth hereinbelow. BARBARA ANN DOBIE shall not be required to give bond for the safekeeping of any property passing to her under this Clause nor shall she be liable for any loss, damage or destruction of same no matter how it might occur. SECOND: I devise and bequeath all the rest, residue and remainder of my estate of whatever nature and wherever situate, including any property over which I hold power of appointment and together with any insurance policies thereon, in equal shares, to SHELLY MOTT VERBER, MARIA MOTT SEFEROVICH, REBECCA MOTT MAGUIRE and HOWARD OTIS MOTT, JR., provided that should any of these individuals predecease me, I give and be- queath their share under this Clause SECOND, to their issue per stirpes by representation, and if there be a failure of same, then I give and bequeath such deceased individual's share to those surviving individuals specifically named in this Clause SECOND, in equal shares. THIRD: In addition to all powers granted to them by law and by other provisions of this Will, I give the fiduciaries acting hereunder the following powers, applicable to all proper- ty, exercisable without court approval and effective until actual distribution of all property: (A) To sell at public or private sale, or to lease, for any period of time, any real or personal property and to give options for sales, exchanges or leases, for such prices and upon such terms (including credit, with or without security) or conditions as are deemed proper. This includes the power to give legally sufficient instruments for transfer of the property and to receive the proceeds of any disposition of it. (B) To partition, subdivide, or improve real estate and to enter into agreements concerning the partition, subdivi- 2 ~ \f "", il J \if sion, improvement, zoning or management of real estate and to impose or extinguish restrictions on real estate. (C) To compromise any claim or controversy and to abandon any property which is of little or no value. (D) To invest in all forms of property, including stocks, common trust funds and mortgage investment funds, without restriction to investments authorized for Pennsylvania fiduci- aries, as are deemed proper, without regard to any principle of diversification, risk or productivity. (E) To exercise any option, right or privilege granted in insurance policies or in other investments. (F) To exercise any election or privilege given by the Federal and other tax laws, including, but not necessarily being limited to, personal income, gift and estate or inheritance tax laws. (G) To make distributions to my herein named benefici- aries in cash or in kind or partly in each. (H) To borrow money from themselves or others in order to pay debts, taxes, or estate or trust administration expenses, to protect or improve any property held under my will, and for investment purposes. (I) To select a mode of payment under any qualified retirement plan (pension plan, profit sharing plan, employee stock ownership plan, or any other type of qualified plan) to the extent the plan or the law permits them to do so, and to exercise any other rights which they may have under the plan, in whatever manner they consider advisable. FOURTH: I direct that all inheritance, estate, transfer, succession and death taxes, of any kind whatsoever, which may be payable by reason of my death, whether or not with respect to property passing under this Will, shall be paid out of the principal of my residuary estate. FIFTH: All interests hereunder, whether principal or 3 income, which are undistributed and in the possession of the fiduciaries acting hereunder, even though vested or distribut- able, shall not be subject to attachment, execution or sequestra- tion for any debt, contract, obligation or liability of any beneficiary, and furthermore, shall not be subject to pledge, assignment, conveyance or anticipation. SIXTH: I nominate and appoint BARBARA ANN DOBIE, Executrix of this, my Last Will and Testament. In the event of the death, resignation or inability to serve for any reason whatsoever of the said BARBARA ANN DOBIE, I nominate and appoint JAMES D. BOGAR, of Shiremanstown, Pennsylvania, Executor of this, my Last Will and Testament. I direct that my Executrix or Executor, as the case may be, and their successors, shall not be required to post security or a bond for the performance of their duties in any jurisdiction. IN WITNESS WHEREOF, I have hereunto set my hand and seal to this, my Last Will and Testament, this // ~ day of #?::--7 ' 2000. ~~~~~ ELIZABETH KEY OTT (SEAL) presence, who, at her request, in her presence of each other, have hereunto attesting witnesses. Signed, sealed, published and declared by the above- named Testatrix as and for her Last Will and Testament in our presence and in the subscribed our names as Address (~(/UnIJ6~ ,( . (J .' ~"--- (( /f0hcrq/J Address 4 IN RE: ESTATE OF ELIZABETH KEY MOTT LATE OF THE BOROUGH OF SHIREMANSTOWN, CUMBERLAND COUNTY, PENNSYLVANIA, DECEASED IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA ORPHANS' COURT DIVISION NO. 21-05-1074 NOTICE OF FILING ACCOUNT NOTICE IS HEREBY GIVEN that Barbara Ann Dobie, Executrix of the Estate of ELIZABETH KEY MOTT, deceased, has this date filed her First and Final Account and Statement of Proposed Distribution in the above-captioned Estate in the Cumberland County Register of Wills Office where the same is filed as public record and may be inspected. Enclosed herewith is a copy of the First and Final Account as filed. YOU ARE FURTHER notified that any exceptions or objections to said Account must be filed in writing at the Cumberland County Clerk of the Orphans' Court Office not later than the audit day of said Account sched- uled as set forth below. UNLESS written exceptions or objections are filed thereto, said Account will be presented to the above-captioned Court at 9:30 A.M. on Tuesday, August 22, 2006, at which time said Account will be audited. Date: July W, 2006 I " Esquire for e Estate One West Main Street Shiremanstown, PA 17011 (717) 737-8761 I~-) ....,> '= ;. --.-~.:l G""\ :TJ _ J ~.~~ ") f"\.) o cc: Rebecca Mott Maguire Howard Otis Mott, Jr. Maria Mott Seferovich Shelly Mott Verber Barbara Ann Dobie, Executrix :::;", () , --:"1 '''"1 (5 (-['/ ~ -, \..0 ::; N \/' l i I I I t I .1 ~oo u~~~~ ~;~I~~~ . [! tI;l~ "Cl 51 ~. d~~:g ~I~~~~ "'... ~ aJ l-:l... ~... Q) trl (f) I-:J ~ 3 . .. '"Ij H "0 :::0 :::0 (f) o I-:J @(f)~ trll-:JO tJ~ :J:> '"Ij tJ H UJ ~ ;3~~ ttion ~'"Ij() ~ ~ (f) ~ N I-' I o U1 I I-' o -..J *" ~~I!!lt~UI ~il.I~I~i i!t11i'li ~ Hlli ~lt ~;iil(i\h i i~! o.i~!i ! ~~iJ} ~e.~ ~ 1~'~~~i'~ i 'i'_~~_!o.:; ~ jl)::' -. _ Pol ::r ::l -:l - 15" c - .', 9. _~ pea ?r 0 ~. (0 . {15'XCll 0 a-=: g.; - :J < .!l .... ;:r fir (l) . ~ ~.3~' .~ 8 CD ~~~i! ~~! . I ~!~9.i III ~ii=. Q ~ ;:~g~ ~l5'l5" sls:J QfCDi~i~i 'gQ3ifs:a :JQ.Q.:JC3'=f.:Jg. (1) III 5'10 ..... 1!5 ~ CD ~ 3' ~ <' ~ () i E; ~Ill"O~=:g()5' . :J~oa~CDlC (Jl CD 0 g:::1 - ALL-STATE LEGAl, A DIVISION OF AlL-5TAW INTERNATIONJ FORM NO.: 07152-BF. 07153-BL. 07155-GY. 07156-WJ- (f) ::c: trl i~~ ~~~ (f)Oo ti1~~'"Ij 2Z~E=4 (f)~ H ~() iii ~~~~ Htrl:::o :P:::08~ ~~; 8~~ . I-:J ~ () ~() ~8 ~ ~~ 2B 0 l; ~~ ; :<~ UJ ti1"O ~ ~~ r< t'<o ~'"Ij H :P