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Home My WebLink About09-01-06 IN RE: ESTATE OF WILLIAM E. BRANDT, Deceased, Late of the Borough of Carlisle C~berland County, P(:nnsylvania a:: 0 =>8 80 ~3 ~lli ~ of Death: January 28, 2005 : IN THE COURT OF COMMON PLEAS OF : CUMBERLAND COUNTY, PENNSYL VANIA : ORPHANS' COURT DIVISION 'I.:J._ Q,'r, ~j t:s =~ _..~ \..J.... .- u....u. DC> au': ~; \:!:~ C'-~ (/) c5 (.:) ( ", t.JJ lLJ ,.:L~ i" 0: co ("') N x: 0.. : NO. 21-05-366 I 0.. W en -.D c::::iI c:::ll c-..I FIRST AND FINAL ACCOUNT OF LINDA B. BARR, EXECUTRIX Letters Testamentary Granted: April 19, 2005 I ~ ~~~ r a~2. ~ fe, ,:3 20/ 2tJOl>> ---r - -'- / ~ I I ~3,1 zocY&," First Complete Advertisement of Grant of Letters: May 6, ~ Account Stated to August 30, 2006 PRINCIPAL RECEIPTS 1/31/05 Commonwealth of Pennsylvania, retirement $3,009.15 2/ 1/05 United States Treasury, Veterans' Administration benefit 108.00 2/ 3/05 United States Treasury, social security 1,127.00 2/28/05 Commonwealth of Pennsylvania, retirement 3,009.15 4/19/05 Wachovia Bank, N.A., checking account #1010035311258 22,139.20 4/19/05 Wachovia Bank, N.A., checking account #1010049591268 1,407.77 4/19/05 Belvedere Medical Corporation, medical expense reimbur~,ement 10.10 4/19/05 Tri-Stak Imaging Consultants, LLC, medical expense reimbun,ement 9.10 WAYNEF. SHADE 4/19/05 Belvedere Medical Corporation, medical expense Attorney at Law reimbursement 14.64 53 West Pomfret Street Carlisle, Pennsylvania 17013 4/19/05 Belvedere Medical Corporation, medical expense reimbun,ement 109.4 7 4/19/05 Spring Road Family Practice, medical expense reimbursement 10.31 4/19/05 AARP Health Care Options, health insurance premium refund 4,274.52 4/22/05 Belvedere Medical Corporation, medical expense refund 10.85 5/ 5/05 Chapel Pointe, patient account balance 10.53 5/13/05 Belvedere Medical Corporation, medical expense refund 21.97 6/ 1/05 United Health Care, medical expense refund 14.03 6/14/05 United States Treasury, federal income tax refund 108.00 8/15/05 American Express, credit balance refund 39.81 10/13/05 Clyde M. Barr, Jr., Mutual of Omaha premium refund 1,364.18 10/21/05 Fidelity Mutual Life Insurance Company, death benefit 360.00 11/ 2/05 United Health Care, health insurance proceeds 34.32 12/ 1/05 Cumberland Goodwill Fire Rescue EMS, Inc., refund 52.93 12/13/05 A.G.I.A., Inc., accidental death insurance premium refund 180.20 1/12/06 Washington National Insurance Co., premium refund 467.40 TOTAL PRINCIPAL RECEIPTS $37,892.63 PRINCIPAL DISBURSEMENTS 2/ 1/05 ING Direct, automatic withdrawal $100.00 WAYNEF. SHADE 2/ 2/05 Hoffman-Roth Funeral Home, Inc., funeral expenses 7,629.00 Attorney at Law 53 West Pomfret Street Carlisle, Pennsylvania 17013 -2- 2/ 7/05 AARP, health insurance premium automatic withdrawal 398.42 2/10/05 Hoffman-Roth Funeral Home, Inc., funeral expenses 65.00 2/14/05 Clyde Barr, birthday gift 100.00 2/15/05 Mutual of Omaha, insurance premium automatic withdrawal 7.30 2/16/05 ING Direct, automatic withdrawal 100.00 2/25/05 Chapel Pointe, nursing home charges 2,908.70 2/28/05 Department of Treasury, federal income tax 108.00 2/28/05 UFLIC, insurance premium automatic withdrawal 77.90 3/ 1/05 ING Direct, automatic withdrawal 100.00 3/ 7/05 AARP, health insurance premium automatic withdrawal 409.34 3/ 9/05 United States Treasury, Veterans' Administration benefit reimbursement 108.00 3/ 9/05 United States Treasury, social security reimbursement automatic withdrawal 1,127.00 3/15/05 Mutual of Omaha, insurance premium automatic withdrawal 7.30 3/15/05 Linda Barr, reimbursement for personal expenses 154.70 3/15/05 Linda Barr, reimbursement for personal expenses 64.00 3/15/05 Linda Barr, reimbursement for personal expenses 84.30 3/16/05 ING Direct, automatic withdrawal 100.00 3/22/05 UFLIC, insurance premium automatic withdrawal 77.90 3/25/05 Smith EJ liott Kearns & Co., LLC, income tax preparaton 200.00 WAYNEF. SHADE Attorney at Law 4/ 1/05 ING Direct, automatic withdrawal 100.00 53 West Pomfret Street Carlisle, Pennsylvania 17013 -3- 4/11/05 United States Treasury, federal income tax 4,219.00 4/15/05 Mutual of Omaha, insurance premium automatic withdrawal 392.50 4/18/05 ING Direct, automatic withdrawal 100.00 4/20/05 Wayne F. Shade, Esquire, reimbursement for probate 256.00 4/20/05 Register of Wills, estimated inheritance tax 3,325.00 4/20/05 Cumber] and Law J oumal, advertise Letters Testamentary 75.00 4/22/05 UFLIC, insurance premium automatic withdrawal 77.90 5/ 3/05 ING Direct, automatic withdrawal 100.00 5/16/05 Mutual of Omaha, insurance premium automatic withdrawal 7.30 5/17/05 ING Direct, automatic withdrawal 100.00 5/18/05 The Seminel, advertise Letters Testamentary 100.73 5/23/05 UFLIC, insurance premium automatic withdrawal 77.90 5/23/05 Litinspg, automatic withdrawal 121.25 6/ 1/05 ING Direct, automatic withdrawal 100.00 6/15/05 Mutual of Omaha, insurance premium automatic withdrawal 7.30 6/16/05 ING Direct, automatic withdrawal 100.00 6/24/05 UFLIC, insurance premium automatic withdrawal 77.90 7/ 1/05 ING Direct, automatic withdrawal 100.00 7/15/05 Mutual of Omaha, insurance premium automatic withdrawal 7.30 7/18/05 ING Direct, automatic withdrawal 100.00 WAYNEF. SHADE 7/22/05 UFLIC, insurance premium automatic withdrawal 77.90 Attorney at Law 53 West Pomfret Street Carlisle. Pennsylvania 17013 -4- WAYNEF. SHADE Attorney at Law 53 West Pomfret Street Carlisle, Pennsylvania ]7013 8/ 3/05 ING Direct, automatic withdrawal 100.00 8/15/05 Mutual of Omaha, insurance premium automatic withdrawal 7.30 8/16/05 ING Direct, automatic withdrawal 100.00 9/ 1/05 ING Direct, automatic withdrawal 100.00 9/16/05 ING Direct, automatic withdrawal 100.00 10/ 3/05 ING Direct, automatic withdrawal 100.00 10/17/05 ING Direct, automatic withdrawal 100.00 12/ 2/05 State Employees' Retirement System, retirement reimbursement 3,209.76 1/20/06 Register of Wills, filing inheritance tax return 15.00 1/20/06 Register of Wills, inheritance tax 633.61 4/12/06 Register of Wills, inheritance tax interest 5.45 8/30/06 Linda B. Barr, reimbursement for grave marker 2,325.00 8/30/06 Wayne F. Shade, attorney fee 3,000.00 8/30/06 Register of Wills, reserve for filing Account, etc. 400.00 TOTAL PRINCIPAL DISBURSEMENTS $33,745.96 INCOME RECEIPTS 4/19/05 Wachovia Bank, N.A., checking account #1010035311258 $13.00 4/19/05 Wachovia Bank, N.A., checking account #1010049591268, interest 2.65 TOTAL INCOME RECEIPTS $15.65 -5- WAYNEF. SHADE Attorney at Law 53 West Pomfret Street Carlisle, Pennsylvania ]7013 None INCOME DISBURSEMENTS TOTAL INCOME DISBURSEMENTS $0.00 $0.00 Receipts Less Disbursements Principal Balance Remaining Receipts Less Disbursements Income Balance Remaining RECAPITULATION PRINCIPAL INCOME COMBINED BALANCE REMAINING -6- $37,892.63 33.745.96 $4,146.67 $15.65 0.00 15.65 $4,162.32 WAYNEF. SHADE Attorney at Law 53 West Pornfret Street Carlisle, Pennsylvania 17013 I, LINDA B. BARR, Executrix of the Estate of William E. Brandt, Deceased, hereby declare under p(;~nalty of perjury that I have fully and faithfully discharged the duties of my office; tha: the foregoing First and Final Account is true and correct and fully discloses all signiHcant transactions occurring during the accounting period; that all known claims against the Estate have been paid in full; that, to my knowledge, there are no claims now outstanding against the Estate; and that all taxes presently due from the Estate have been paid. Date: August 31, 2006 ~,b,~ Lmda B. Barr n > :>:l VI t"" W ~ ~ ~ . f;l ~ > ~ .., d '< Z ""C:>:l Z Z 0 Z tfj ~ E:: ~ ~ !< ;:J >. . > !:l '-l rI'.l Z en t"" == 5: ;d ~ ~" ~ m tfj - w i ~ ~ }>(T:TIIlO:e....-cn- o CD III :J _0.... :T 3" - :T .g ~~ O~~~~CD ~9! <2.~ CT:Jo~3CD g,~' Go ~ g. g. ~ Q. III ~ lC - !!.-<.?~' oj iai a:i3o:T~....ng,i!: r~" il~ i! iO. .1{1'1 <D~91 z - ~ iag,l!l: ~!: io! ~ ~~ 2f!1 we I:!":J C/l:J:To'" ll3"'~ . 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