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Home My WebLink About08-24-06 ESTATE NO. 21-06-00039 FIRST AND FINAL ACCOUNT OF CHERYL D. SMITH, ADMINISTRATRIX OF THE ESTATE OF RALPH L. SMITH, JR., LATE OF NORTH MIDDLETON TOWNSHIP, CUMBERLAND COUNTY, PENNSYLVANIA CHERYL D. SMITH, Administratrix and Accountant herein avers as follows: DATE OF DECEDENT'S DEATH: December 20, 2005 DATE LETTERS OF ADMINISTRATION GRANTED: January 13, 2006 DATES ADVERTISEMENT OF ADMINISTRATRIX' NOTICE: The Patriot News: January 26, February 2 and 9, 2006 Cumberland Law Journal: February 3, 10 and 17,2006 DATE OF RULE 5.6(A) CERTIFICATION: January 20,2006 PERSONALTY - PRINCIPAL ACCOUNT DEBITS The Accountant charges herself with receipt of the following items of Decedent's personalty: Cash on hand upon death: Final employment wages received: Miscellaneous personalty/furnishings: 2005 Federal tax refund: Chevrolet Tahoe (valued at $24,379.18 based upon repossession sale, $8,462.09 less than secured debt due) $ 29.78 1,567.88 4,200.00 4,108.00 -0- TOTAL, PERSONALTY, PRINCIPAL ACCOUNT, DEBITS: $9.905.66 LAW OFFICES SNELBAKER 8: BRENNEMAN, P.C. ,] ..."'J i..J IS: I ,,' ,.J 't..:: ~,~~ {'".-."~' r r,', "~rZ . ..., ,.. I J ,; lJ U ,,' I . :;'J j~;!-.!. }() (7~JI--:i...J.I.'l/'"'I--' , """'--.l--..IV '-J..J'-il.JJI.)JU PERSONALTY - PRINCIPAL ACCOUNT CREDITS The Accountant claims credit for payment of the following and items to be paid from Decedent's Personalty Principal Account: Register of Wills: probate fees and filing fee: Wagner's Tax Service - preparation of 2005 Personal Income Tax Return, reimbursed to Administratrix: Payment to Snelbaker & Brenneman, P. C. for administrative costs advanced: $280.00 80.00 Register of Wills - initial probate and letters: Cumberland Law Journal- advertise letters: The Patriot News - advertise letters: $112.00 75.00 225.81 Total Costs Advanced: 412.81 Snelbaker & Brenneman, P. C. -legal fees 1/10/06 to 8/18/06: 3,902.50 Reserve for final legal fees, accounting services and miscellaneous filing fees: 750.00 TOTAL, PERSONALTY, PRINCIPAL ACCOUNT, CREDITS: $5.425.31 PERSONALTY - INCOME ACCOUNT DEBITS The Accountant charges herself with receipt of the following items of income from Decedent's principal: NONE TOTAL, PERSONALTY, INCOME ACCOUNT, DEBITS: NONE PERSONALTY - INCOME ACCOUNT CREDITS he Accountant claims credit for payment of the following items from personalty income: NONE OTAL, PERSONALTY, INCOME ACCOUNT, CREDITS: NONE LAW OFFICES SNELBAKER & ~RENNEMAN. P.C. -2- LAW OFFICES SNELBAKER Be BRENNEMAN. P.C. REAL ESTATE - PRINCIPAL ACCOUNT DEBITS The Accountant charges herself with receipt of the decedent's real estate, as follows: Land improved with residence located at 98 Longstreet Drive, Carlisle, Pennsylvania, sales price: TOTAL, REAL ESTATE, PRINCIPAL ACCOUNT, DEBITS: REAL EST ATE - PRINCIPAL ACCOUNT CREDITS The Accountant claims credit for payment of the following items from real estate principal: Payment of utilities for preservation of real estate during winter prior to sale: UGI Gas Service: North Middleton Authority: North Middleton Authority: PPL Electric Utilities: Miscellaneous payment/charges required upon closing on sale of real estate: Payoff of Chase Mortgage balance: Seller assist per contract: Realty transfer fax: Federal Express fee for payoff: North Middleton Township - final water/sewer: TOTAL, REAL ESTATE, PRINCIPAL ACCOUNT, CREDITS: -3- $236,000.00 $236.000.00 $546.28 79.90 83.90 157.88 $204,696.81 6,000.00 2,360.00 15.00 95.88 $214.035.65 LAW OFFICES SNELBAKER Be BRENNEMAN, P.C. REAL ESTATE - INCOME ACCOUNT DEBITS The Accountant charges herself with receipt of the following income received from Decedent's real estate: Credits received upon closing: Refund upon proration of county real estate taxes: Refund upon proration of school real estate taxes: Buyer's credit towards realty transfer tax: $440.73 414.08 60.00 TOTAL, REAL ESTATE, INCOME ACCOUNT, DEBITS: $914.81 REAL ESTATE - INCOME ACCOUNT CREDITS The Accountant claims credit for payment of the following items from Decedent's real estate income: NONE TOTAL, REAL ESTATE, INCOME ACCOUNT, CREDITS: NONE -4- RECAPITULATION 1. PERSONALTY A. Principal Account Debits Credits $9,905.66 5.425.31 Balance: $4,480.35 B. Income Account Debits Credits NONE NONE Balance: NONE C. Net Balance of Personalty: $4,480.35 n. REALESTATE A. Principal Account Debits Credits $236,000.00 214.035.65 Balance: $21,964.35 B. Income Account Debits Credits $914.81 NONE Balance: $ 914.81 C. Net Balance of Real Estate: 22.879.16 m. NET BALANCE OF EST ATE FOR DISTRIBUTION: $27.359.51 LAW OFFICES SNELBAKER Be BRENNEMAN. P.C. -5- SCHEDULE OF PROPOSED DISTRIBUTION Administratrix and Accountant herein proposes payment of the net balance of the Estate based upon the order and method set forth in Section 3392 of the Probate, Estates and Fiduciaries Code as applicable and to beneficiaries of the Estate of the Decedent as follows, upon confirmation of the Account and this Schedule: A. Payment to Creditors. The following creditors are proposed to be paid as follows: Class ill - Costs of Decedent's Funeral and Burial, Medical and Hospital Expenses. a. To Cheryl D. Smith, reimbursement for payment of funeral expenses to Hollinger Funeral Home and Cemetery, Inc.: b. Bronstein, Jeffries, P.A., payment for medical servIces: c. Moffit Heart and Vascular Group, payment for medical services: d. Cumberland Pathology Associates, payment for medical services: e. Blue Mountain Anesthesia Associates, payment for medical services: f. Lancaster HMA Physicians Management, payment for medical services: g. Quest Diagnostics, payment for medical services: h. Belvedere Medical Corporation, payment for medical services: 1. Carlisle Neurocare, payment for medical services: J. Carlisle Regional Medical Center, payment for medical services: LAW OFFICES SNEL8AKER 8: BRENNEMAN, P.C. Subtotal: -6- $3,107.68 29.54 63.04 414.58 22.00 179.83 173.63 29.93 14.11 50.00 $4,084.34 Class VI - All Other Claims. The following creditors are proposed to be paid as indicated, on a prorated basis: a. Kohl's Department Store, payment: (claimed amount: $642.99) $325.85 b. Discover Financial Services, LLC, payment: (claimed amount: $6,380.77) $3,258.53 c. Ominium Worldwide, Inc. for American Express, payment: (claimed amount: 11,109.3 7) 5,679.14 d. Citifinancial, Inc., payment: (claimed amount: 9,896.21) 5,050.71 e. Sprint, payment: (claimed amount: $160.34) f. Lowe's payment: (claimed amount: 2,464.39) 93.1 0 1,256.85 g. Wells Fargo Financial, payment: (claimed amount: $2,400.00) 1,233.57 h. Cornerstone Federal Credit Union, payment: (claimed amount: $12,510.13) Subtotal: 6.377.42 $23,275.17 B. Distribution to Beneficiaries. Ralph L. Smith, Sr. and Cheryl D. Smith, each ~ of residue as surviving parents pursuant to 20 Pa.C.S.A. 2103(2): -0- TOTAL PAYMENTS AND DISTRIBUTIONS: $27.359.5t LAW OFFICES SNEL8AKER & ~RENNEMAN, P.C. -7- COMMONWEALTH OF PENNSYLVANIA) : SS. COUNTY OF CUMBERLAND ) CHERYL D. SMITH, being duly sworn according to law deposes and says: that she is the Administratrix of the Estate of Ralph L. Smith, Jr., Deceased; that she is the Accountant herein; that the foregoing Accounting is true and complete; that the attached list or schedule [*] contains the names and addresses of all persons who have given notice of their claims, and whose claims remain unpaid; that the attached list or schedule [**] contains the names of all persons interested in the distribution of said Estate; and that the facts set forth in the within Account are true and correct to the best of her knowledge, information and belief. ~D ~J7t ~. Cheryl D mith, Administratrix ,2006. My Commission Expires: COMMONWEALTH OF PENNSYLVANIA NOTARIAL SEAL . DAWN M. SHUGHARt Notary Public Boro of CarllIIa. Cumb8l'lOnd County ,.My..~~~2006~ -8- * PERSONS HAVING CLAIMS AGAINST ESTATE 1. Kohl's Department Store P. O. Box 741026 Dallas, TX 75374 cc: Estate Claims Services 9441 LBJ Freeway Lock Box 30 Dallas, TX 75243 Case No. 100215 Case No. 21-2006-0039 PC #100215 2. Discover Financial Services, LLC c/o Estate Information Services, LLC 2323 Lake Club Drive, Suite 300 Columbus, OH 43232 cc: Estate Information Services, LLC 2323 Lake Club Drive Suite 300 Columbus, OH 43232 Matter No. 1401675 Matter No. 1401675 3. Omnium Worldwide, Inc. for American Express 7171 Mercy Road, Suite 400 P. O. Box 6618 Omaha, NE 68106 Account No. 372378576931000 4. Bronstein Jeffries, P A 4830 Londonderry Road Harrisburg, PAl 71 09 Account No. 4336 LAW OFFICES SNELBAKER 8: BRENNEMAN, P.C. -9- 5. Citifinancial, Inc. Attention: Ryan Whipp erman, Manager 1 Valley Street, Suite 103 Carlisle, P A 17013 cc: Estate Recoveries, Inc. P. O. Box 24566 Baltimore, MD 21214 Estate No. 21200639 Account No. 343640 6. Moffet Heart & Vascular Group 1000 North Front Street W ormleysburg, P A 17043 Account No. 145264 7. Cumberland Pathology Associates P. O. Box 188 Landisville, P A 17538 Account No. A248-0004513-01 8. Blue Mountain Anesthesia Associates P. O. Box 947 Chambersburg, P A 17201 Account No. 25304 9. Lancaster HMA Physicians Management P. O. Box 619 East Petersburg, P A 17520 Account No. 414290 O. Quest Diagnostics P. O. Box 41652 Philadelphia, PA 19101-1652 1. Belvedere Medical Corporation 850 Walnut Bottom Road Carlisle, P A 17013 LAW OFFICES SNELBAKER & Account No. 73946 BRENNEMAN, P.C. -10- 12. Carlisle NeuroCare 220 Wilson Street, Suite 210 Carlisle, PA 17013 Account No. SMIRA012 13. Sprint P. O. Box 740463 Cinncinatti,OH 45274 Account No. 717-258-3668-755 14. Lowe's P. O. Box 530914 Atlanta, GA 30353-0914 Account No. 8160221 6094546 15. Wells Fargo Financial 208 N. Third Street, Suite 110 Harrisburg, P A 17101 Account No. 75692705 16. Carlisle Regional Medical Center 246 Parker Street P. O. Box 4100 Carlisle, P A 17013 Account No. 9326161 17. Cornerstone Federal Credit Union P. O. Box 1181 Carlisle,PA 17013 No. 8584, Loan Accounts 01, 06 **PERSONS INTERESTED IN DISTRIBUTION OF THE EST ATE All persons and entities identified above. Cheryl D. Smith, Administratrix Ralph L. Smith, Sr. LAW OFFICES SNELBAKER & BRENNEMAN. P.C. -11- c - '0 !' ~ D . ~ 'C ~ Qt (: i-. .E~O:=Co..&i i.:. a () Q) !: ~ ,!; :~ CD i t: '0 ~ e :;'2~~1 o~ oC,g ~5~ 8 ~ I' ~ q; - :p~_ __cJ)~g gG) 1-9 ~ ~~ 1ii.i~~ 'C ~ ..8 15 m ~O?~ II~. 5'Oil1:i 1~ a<Dli ft. g:2~~~ H! ih.l~ Q; !Q i 0 ~ ~ ~ i.~ - .r::. 'f'" ~);; > c c: .c _::; :> ~ Q:1 .:.t. .- -0 ~ I!it}Jh 1 Hllhfli ~ 15 .,aJf.2J ~ i Ii Z!Eji !h)OJ ~! ~.. 8 B.d lajc; ~ '5!~ i . ~f ~ ~ I ")1 t 0 ~ ~ ~ .ft! '0 f i tfl (3 ~ ~ s ~) 6: 4"!ilCD.t"JjU~ 8- J::. E .. x: t: <<'l - ;i:i~uco.c; <{ ~ ""'> E-t ~ Z E-t ~ I-i 0 ~ U 0'\ u:l ~ M ~ 0 0 . 0 i-.:l ~ 0 ~ ~ I E-t;:t; \0 <A.I .... 0 ~~ ~ I ~ ~ (-.j ~ . .. 0 ~ ~ z Cf.l ~ ~ :z; I-l ~ r-I ~ -< ~ CJ) ~