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Home My WebLink About09-07-06 ESTATE NO. 21-05-0331 FIRST AND FINAL ACCOUNT AND STATEMENT OF PROPOSED DISTRIBUTION OF AND BY GILBERT M. BECKER, EXECUTOR OF THE ESTATE AND UNDER THE LAST WILL AND TESTAMENT OF ELIZABETH M. ADAMS, DECEASED, LATE OF MIDDLESEX TOWNSHIP, CUMBERLAND COUNTY, PENNSYLVANIA Gilbert M. Becker, Executor as aforesaid and Accountant herein, avers as follows: DATE OF DECEDENTS DEATH: DATE LETTERS TESTAMENTARY ISSUED: March 13, 2005 April 8, 2005 DATES EXECUTOR'S NOTICE ADVERTISED: Cumberland Law Journal Patriot-News Co. April 22, 29, May 6, 2005 April 26, May 3, 10, 2005 FIRST AND FINAL ACCOUNT PERSONALTY - PRINCIPAL ACCOUNT DEBITS The Accountant charges himself with the receipt of the Decedent's personalty, goods and chattels as set forth in his inventory heretofore filed in the amount of: $ The Accountant charges himself with the following additional items of personalty-principal: 1. Commonwealth of Pennsylvania, final pension payment 2. United States Treasury, refund on 2002 Income Tax Return 3. Prudential Financial, Inc., gain on sale of stock TOTAL, PERSONALTY, PRINCIPAL ACCOUNT, DEBITS: PERSONALTY - PRINCIPAL ACCOUNT CREDITS The Accountant claims credit for the payment of the following items from Decedent's Personalty Account: 1. Register of Wills, filing fee for Inheritance Tax Return 2. Equiserve, Inc., fee on sale of stock 3. James R. Gingrich Memorials, inscription on Marker TOTAL PERSONALTY, PRINCIPAL ACCOUNT, CREDITS: PERSONALTY - INCOME ACCOUNT DEBITS The Accountant charges himself with the receipt of the following Income from the investment of Personalty Principal: 1. PNC Bank, Savings account, interest 2. Prudential Financial, Inc., stock dividends 3. Orrstown Bank, estate checking account, interest TOTAL, PERSONALTY, INCOME ACCOUNT, DEBITS: LAW OFFICES SNELBAKER & BRENNEMAN. P.C. Page 1 ~.. ~ C'J. ~~fTj .1;-:0 aU'>7' 08~ p~ :o~ ):iO r--.,) c:::::I c:::::I c:r" Q') ,.,., ""0 t ...... :I> X c:w.? c.n o 7,429.24 $ 297.22 384.00 169.12 8,279.58 $ 15.00 11.00 100.00 126.00 $ $ 1.20 70.15 10.84 82.19 $ 'TJ -0 Ff'l F...-' C'"") c:-:> C) ~;:J e3 ['Tl ror, :J:fc:J <::.)0 ''1'1-;' ..:;;, :D ~:::'" ("") :=:rn U'j ~~ PERSONALTY - INCOME ACCOUNT CREDITS The Accountant claims credit for the payment of the following items from the Personalty Principal Account: $ NONE TOTAL, PERSONALTY, INCOME ACCOUNT, CREDITS: $ NONE REAL ESTATE - PRINCIPAL ACCOUNT DEBITS The Accountant charges himself with the receipt of Decedent's Real Estate as set forth in his Inventory heretofore filed in the amount of: $ NONE TOTAL, REAL ESTATE, PRINCIPAL ACCOUNT, DEBITS: $ NONE REAL ESTATE - PRINCIPAL ACCOUNT CREDITS The Accountant claims credit for the payment of the following items from Real Estate Principal Account: $ NONE TOTAL, REAL ESTATE, PRINCIPAL ACCOUNT, CREDITS: $ NONE REAL ESTATE -INCOME ACCOUNT DEBITS The Accountant charges himself with the receipt of the income from the investment of Real Estate Principal Account: $ NONE TOTAL, REAL ESTATE, INCOME ACCOUNT, DEBITS: $ NONE REAL ESTATE -INCOME ACCOUNT CREDITS The Accountant claims credit for the payment of the following items From the Real Estate Income Account: $ NONE TOTAL, REAL ESTATE, INCOME ACCOUNT, CREDITS: $ NONE LAW OFFICES SNELBAKER & BRENNEMAN, P.C. Page 2 RECAPITULATION PERSONALTY: PRINCIPAL ACCOUNT: Debits $ 8,279.58 Credits $ 126.00 Balance $ 8,153.58 INCOME ACCOUNT: Debits $ 82.19 Credits $ NONE Balance $ 82.19 TOTAL PERSONALTY $ 8,235.77 REAL ESTATE: PRINCIPAL ACCOUNT: Debits $ NONE Credits $ NONE Balance $ NONE INCOME ACCOUNT: Debits $ NONE Credits $ NONE Balance $ NONE TOTAL REAL ESTATE: $ NONE TOTAL FOR DISTRIBUTION: $ 8,235.77 LAW OFFICES SNELBAKER & BRENNEMAN, P.C. Page 3 COMMONWEALTH OF PENNSYLVANIA) COUNTY 55. OF CUMBERLAND) Gilbert M. Becker, being duly sworn according to law deposes and says: that he is the Executor of the Estate and under the Last Will and Testament of Elizabeth M. Adams, Deceased; that he is the Accountant herein; that the foregoing is a true and complete accounting of his administration of said Estate; that the attached list or schedule [*] contains the names, addresses and amounts due unpaid creditors who have given proper notice of their claims; that the attached list or schedule [**] contains the names and addresses of all persons interested in the distribution of said Estate; and that the facts set forth herein are true and correct to the best ot h;s knowledge, ;nformaUon a~~ - /ho. . ~ Gilbe M. ~or Sworn to and subscribed before me this~ day of Q~+ 2006 ~rnrV!p-Ksk~ COMMONWEALTH OF PENNSYLVANIA Notarial Seal Sandra K. Showers, Notary Public Mechanicsburg Boro, Cumberland County My CommisSion Expires Nov. 22. 2007 Member. Pennsylvania Association Of Notert.. LAW OFFICES SNELBAKER & BRENNEMAN, P.C. Page 4 LAW OFFICES SNELBAKER 8: BRENNEMAN, P.C. * UNPAID CREDITORS: 1. Commonwealth of Pennsylvania, Department of Public Welfare, Division of Third Party Liability Estate Recovery Program, P.O. Box 8486, Harrisburg, PA 17105-8486 Class III Claim for balance of Medical Expenses in the amount of: Class VI Claim for Medical Expenses in the amount of: $ 15,229.46 $ 33,090.15 ** PERSONS INTERESTED IN DISTRIBUTION OF THE ESTATE: 1. John J. Adams, 525 7th Street, New Cumberland, PA 17070 2. Tonya Mowery, 1520 Fisher Road, Mechanicsburg, PA 17055 Page 5 STATEMENT OF PROPOSED DISTRIBUTION Gilbert M. Becker, Executor and Accountant herein, proposes to distribute the balance of the Estate of Elizabeth M. Adams, Deceased, to wit: $8,235.77 in accordance with the Pennsylvania Statue ~157:205Iisting the order of claims according to Class: 1. Class 1 Claims: Costs of Administration: Snelbaker & Brenneman, P.C., attorney fees Snelbaker & Brenneman, P.C.. costs advanced a. Register of Wills, probate fee b. Register of Wills, short certificate c. The Patriot-News, advertising Executor's notice d. Cumberland Law Journal, advertising Executor's notice e. Register of Wills, additional probate fee f. Greenawalt & Company, P.C., preparation of 2005 Final individual Income Tax Returns Gilbert M. Becker, Executor's Commission Reserve for filing fees, accountant fees, postage, and miscellaneous costs $ 1,200.00 457.27 72.00 4.00 126.27 75.00 15.00 165.00 370.00 433.92 2. Class 3 Claims: The costs of Decedent's funeral and burial and costs of medicines furnished within six months of death: Commonwealth of Pennsylvania, partial payment of Class 3 claim for 5,774.58 medical expenses incurred during last six months of Decedent's life 3. John J. Adams 0.00 4. Tonya Mowery 0.00 TOTAL DISTRIBUTION: $ 8,235.77 LAW OFFICES SNELBAKER & BRENNEMAN. P.C. Page 6 LAW OFFICES SNELBAKER & BRENNEMAN, P.C. COMMONWEALTH OF PENNSYLVANIA) COUNTY 55. OF CUMBERLAND) Gilbert M. Becker. being duly sworn according to law, deposes and says that the facts set forth in the foregoing Statement of Proposed Distribution are true and correct to the best of his knowledge, information and belief. .~~,~ Gilbert M. Becker, Executor Sworn to and subscribed b:fo1- me thi~ day of a.~ .2006 ~cn&Ab_-l( ~~ COMMONWEALTH OF PENNSYLVANIA Notarial Seal Sandra K. Showers, Notary Public Mechanicsburg 80m. Cumberland County My Commission Expires Nov. 22. 2007 'Member, Pennsylvania Associati<:m Of Noterl.. Page 7 u ![) 0..: ![) 0 i ~ < z ::S ~ Q Z f- ~ f- ~ W <' ~ u.J Z u.J :) -J ci -l Z ~ ~ f- :>-< [jJ J) (/) W Z iY) et: ~ if; Z >- <( Z x CO .-' "-' '-LJ 0 ~ :z ;::: 0- '" C8 7: ci f- \5 0 0 v; :f. u.J ci <i et: f- :;:: ~ :::J W ~ 'I o:l ~ 'I (/) < < U o::l Z ......I <( w I Z U '-LJ V) :::;;: