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Home My WebLink About08-04-06 IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA ORPHANS' COURT DIVISION NO. 0364-2005 FIRST AND FINAL ACCOUNT Brenda L. Kern, Executrix for ESTATE OF RUTH P. HELMICK, Deceased Date of Death: Date of Executor's Appointment: Dates of Advertisement of Letters: Cumberland Law Journal April 12, 2005 April 19, 2005 The Sentinal April 29, May 06 and 13,2005 April 28, May 6 and 13,2005 Account Stated To: July 12,2006 Purpose of Account: Brenda L. Kern, Executrix, offers this account to acquaint interested parties with the transactions that have occurred during her 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: Brenda L. Kern, Executrix 32 Bourbon Red Drive Mechanicsburg, P A 17050 OR ) Jean D. Seibert, Esquire WION, ZULLI & SEIBERT 109 Locust Street Harrisburg, PA 17101 (717) 236-9301 C'; SUMMARY OF ACCOUNT Principal Inventory Amount Receipts Subsequent to Inventory Less Disbursements: Debts of Decedent Funeral Expenses Administration Expenses Federal and State Taxes Fees and Commissions Total Disbursements Distribution - Specific Bequest Principal Balance before Distribution Income Receipts Income Disbursements Principal Balance on Hand Page Current Value 3 4 5 5 5 6 6 9,573.05 75.00 1,477.30 3,711.71 4,500.00 6 7 8 23.22 -23.22 o $50,912.90 2 Fiduciary Acquisition Value $70,249.96 100.00 $19,337.06 100.00 $50,912.90 RECEIPTS OF PRINCIPAL Certificate of Deposit No. 031003914416291 at M&T Bank Interest accrued to date of death Buse Funeral Home Refund Erie Insurance Refund 3 $70,000.00 23.22 221. 74 5.00 $70,249.96 04-29-05 RECEIPTS SUBSEQUENT TO INVENTORY County of Cumberland 4 $100.00 $100.00 DISBURSEMENTS OF PRINCIPAL Debts of Decedent 04-29-05 Sarah Todd Memorial Home 04-29-05 05-03-05 05-15-05 05-15-05 05-15-05 $9,016.06 West Shore EMS 115.00 Hershey Food Corp-eo-pay 5.00 Holy Spirit Hospital 176.00 Philhaven-doctor visit 18.94 Pharmerica-medicine 242.05 Funeral Expenses Mountain View Bible Church-luncheon $75.00 Administration Expenses Advertising: Cumberland Law J oumal Probate Fees 08-15-05 08-15-05 03-09-06 04-25-06 04-26-06 04-30-06 $75.00 Sentinel 158.81 248.00 Register of Wills 25.00 Register of Wills 5.00 Dauphin County Sheriffs Office - Bonita A. Johnson 51.00 Register of Wills, Orphans Court - Bonita A. Johnson 25.00 Register of Will, Orphans Court - Bonita A. Johnson 5.00 USA Trace - Search for Bonita A. Johnson 37.99 5 $9,573.05 $75.00 05-10-06 Dauphin County Reporter - Bonita A. Johnson, partial payment 75.00 05-10-06 Paxton Herald - Bonita A. Johnson 38.50 05-23-06 Dauphin County Reporter - Bonita A. Johnson 68.00 Reserve for People Finder/copies/certified mailings For future attempts to locate Bonita A. Johnson Reserve for Filing fee for First and Final Accounting, (because of inability to locate Bonita A. Johnson; beneficiary) Federal and State Taxes 07-12-05 Register of Wills, Agent, PA Inheritance Tax 08-10-05 Register of Wills, Agent P A Inheritance Tax Fees and Commissions 09-01-05 Wion, Zulli & Seibert Wion, Zulli & Seibert - Reserve to pay attorney's fees (including $500.00 for efforts toward location of Bonita A. Johnson) Total Disbursements of Principal Distribution - Specific Bequest 04-29-05 Mountain View Bible Church 6 500.00 150.00 $3,650.00 61.71 $2,000.00 2,500.00 $19,337.06 $100.00 $1,477.30 $3,711.71 $4,500.00 4-12-05 RECEIPTS OF INCOME Interest on Certificate of Deposit at M&T Bank Total Receipts on Income $23.22 23.22 7 04-12-05 DISBURSEMENTS OF INCOME Credit for interest accrued as of date of death on M&T Bank $23.22 Certificate of Deposit account no.031 003914416291 Total Disbursements of Income $23.22 8 PROPOSED DISTRIBUTION TO BE ORDERED BY CUMBERLAND COUNTY ORPHANS' COURT Current Value Fiduciary Acquisition Value Shirley A. Knisley $18,327.19 $18,327.19 Brenda L. Kern 23,563.53 23,563.53 Deborah K. Sufrin 5,236.34 5,234.34 Bonita A. Johnson 3,785.84 * 3,785.84 * Total Distribution $50,912.90 $50,912.90 * Attempts to locate Bonita A. Johnson, including a hearing on a Petition to Establish Death of Absentee on June 30, 2006, with prior legal advertisement of same three times, in the local newspaper and county legal journal, have failed to locate Bonita A. Johnson. Bonita A. Johnson's share of the residuary estate represents 10% of the residue, as set forth in the Last Will and Testament of Ruth P. Helmick. The amount as set forth in the Proposed Distribution above has subtracted from her share the additional attorney's fees and costs incurred with the past and reserved for anticipated future attempts to locate Bonita A. Johnson, including the hearing before Judge Todd A. Hoover, Orphans' Court, Dauphin County, on the petition to establish the death of Bonita A. Johnson. (Dauphin County was the last county of residence of Bonita A. Johnson.) Judge Hoover denied the Petition and advised that the distribution to Bonita A. Johnson should be held in escrow for her, in an interest bearing account, pending her appearance, or later date for another hearing to have her declared deceased as of the date of death of Ruth P. Helmick. The Executrix is respectfully proposing that all residuary bequests be paid with the exception of the one to Bonita A. Johnson, which amount as set forth above will be placed in an interest bearing account at a financial institution insured by the FDIC. 9 Brenda L. Kern, Executrix of the ESTATE OF RUTH P. HELMICK, deceased, hereby declares under oath (penalties of perjury) that she has fully and faithfully discharged the duties of her 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; that, to her knowledge, there are no claims now outstanding against the estate; and that all taxes presently due from the estate have been paid. x/~;f~ Btenda L. 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