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HomeMy WebLinkAbout09-08-06 COURT OF COMMON PLEAS OF CUMBERLAND COUNTY PENNSYLVANIA ORPHANS' COURT DIVISION No. 21-06-0153 Estate of RALPH E. RICE, Deceased Late of Dickinson Township FIRST AND FINAL ACCOUNT OF PATRICIA M. RICE, EXECUTRIX Date of Death: Letters Granted: Advertisement of Grant of Letters: The Sentinel- Cumberland Law Journal- January 21, 2006 February 28, 2006 Account Stated to: March 31, April 7 & 14,2006 September 8, 2006 SUMMARY & INDEX Paqes PRINCIPAL Receipts New Gain on Conversions 2 2 Less Disbursements 2 Less Distributions to Beneficiaries 2 Principal Balance Remaining INCOME Receipts Less Disbursements 3 3 Income Balance Remaining Combined Balance Remaining 281,717.71 3,960.29 285,678.00 16,225.17 269,452.83 3,500.00 854.15 42.77 265,952.83 811.38 $ 266,764.21 (") (;:; 0 '~ :n '];~ U) 5-;: '"~: (~CJ (~ -n --, ,-"- ~:~~~ .v ~ (...,:) = <.:n (/) P1 " I 0) " :J!:: o co :-}i c-:> (_.'_J , -u , :'---J ~! ; -~ ~l '~.J -- C) j ---J=' . .' -fl . :. (-"'S ." rn ',':' C:) ---,-1 COMPOSITION OF NET BALANCES Principal Real Estate, 892-894 Torway Road Cash Income Cash PRINCIPAL RECEIPTS Per PA Inheritance Tax Return filed PRINCIPAL CONVERSIONS INTO CASH Gain 03/30/06 855 shs. Manulife Financial Corp. Inventoried at Proceeds 50,827.61 54,787.90 3,960.29 Totals 3,960.29 Net Gain on Conversions PRINCIPAL DISBURSEMENTS 02/28/06 Register of Wills, Letters Testamentary 03/13/06 Cumberland Law Journal, advertising Letters Testamentary 03/28/06 Lincare, Inc., balance due 04/03/06 Dugan Funeral Home, Inc., funeral expense 04/20/06 The Sentinel, advertising Letters Testamentary 05/08/06 Elmwood Center Medical Assoc., balance due OS/23/06 Steven W. Barrett Real Estate & Appraisal, real estate appraisal 06/21/06 Register of Wills, filing fee Reserved: Martson, Deardorff, Williams & Otto Manufacturers & Traders Trust Co., Agent for Patricia M. Rice, Executrix Closing and Filing Costs Total Principal Disbursements PRINCIPAL DISTRIBUTIONS TO BENEFICIARIES 04/03/06 Patricia M. Rice, Family Exemption -2- 228,000.00 37,952.83 $ 265,952.83 $ 811.38 $ 281,717.71 Loss .00 $ 3,960.29 356.00 75.00 123.99 7,486.40 166.07 2.71 500.00 15.00 1,500.00 5,000.00 1,000.00 $ 16,225.17 $ 3,500.00 INCOME RECEIPTS 03/28/06 Dividends, Agchoice Farm Credit 07/18/06 Cadbury Schweppes Americas Beverage, growers incentive Dividends, Money Market Fund 4-3-06 to 8-1-06 Total Income Receipts INCOME DISBURSEMENTS Manufacturers and Traders Trust Co., income commission Oa:r~/ ~Z) QftL Patricia M. Rice COMMONWEALTH OF PENNSYLVANIA COUNTY OF CUMBERLAND 3.43 141.58 709.14 $ 854.15 $ 42.77 Patricia M. Rice, being duly sworn according to law, depose and says that the foregoing Account, both as to the items of charge and discharge, are just and true to the best of her knowledge and belief. Qa-k~~ /n/ ~~-L Patricia M. Rice Sworn to and Subscribed before me this .,1\ day of September, 2006 -~ ~Ph(~t~~/J(t1t1 COMMONWEALTH OF PENNSYLVANIA Notarial Seal Kathy J. Laughman. Notary Public Carlisle Boro. CumlJenand C()I,mty My Comrni~~;i()!'1 EX;:Ji(e~, J'II') ,''-' .'.008 Member. PeonS-yl\lania As.;C~~l;on otNotarlee -3- IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY PENNSYLVANIA ORPHANS' COURT DIVISION IN THE ESTATE OF RALPH E. RICE, LATE OF DICKINSON TOWNSHIP SCHEDULE OF PROPOSED DISTRIBUTION Balance for distribution as per First and Final Account filed September 8, 2006 $266,764.21 DISTRIBUTION Patricia M. Rice Real Estate, 892-894 Torway Road, Gardners, PA, as appraised Principal Cash Income Cash 228,000.00 37,952.83 811.38 $ 266,764.21 STATEMENT OF THE REASONS FOR THE PROPOSED DISTRIBUTION The above distribution is proposed in accordance with the terms of the Last Will and Testament of Ralph E. Rice, late of Dickinson Township, Cumberland County, Pennsylvania. ~' -Y-/1 '. i C); / 11 Patricia M. Rice Q-Uu COMMONWEALTH OF PENNSYLVANIA COUNTY OF CUMBERLAND Patricia M. Rice, being duly sworn according to law, deposes and says that the facts set forth in the Statement of the Reasons for the Proposed Distribution are true and correct. (:;;;~;? ~ ~::Yi/ ~~ Patricia M. Rice ~ilii~ ~ C;~M Not ry Publi COMMONWEALTH OF PENNSYLVANIA Netarial Seal Kathy J. Laughman, Notary Public C8I1iIIe 6010, Cumberland County My Corrvnission ExpIres July 26, 2008 Member, ~ennaylvania Association of Notaries Swor~and Subscribed before me this ~ day of September, 2006 -4- , g: t1 !~ ltl \l) t1 p.. o t1 H'\ H'\ ~ ..... I--' I--' 1-'- \l) a en Q"l o rt rt iO ! ~ ~ ~ ~ ~ ~ o 0 ~ I'Zj ~ ~ H ~ t'"' > H 1-3 2:: ::Il (j) .. N ~ 00 .. '-' (/) \l) ltl ::s 'd . rt ,I ..JC. . N N 0 o 0 o 0'\ 0'\ "'tl(/}I'Zjt'"'~2::nn >nH>c.no~o 1-3 ::Il ~ 1-3 H . c::: ~~c.ntz:l> ~ Ht::l1-3 I-3N~1-3 nc::: otz:l~~ Ht'"'~1'Zj I 0 >tz:l 00 I'Zj t::l1'Zj0'\ ~o H I n . 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