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Home My WebLink About10-17-06 . . . COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA ORPHANS' COURT DIVISION NO. 2005-00994 ESTATE OF DORIS J. WATSON, DECEASED FIRST AND FINAL ACCOUNT OF Kathleen Carey Daley, Executrix Date of Death: Date of Executrix's Appointment: Date of First Advertisement of Letters: The Central Penn Business Journal: Cumberland Law Journal: Accounting for the Period: November 4, 2005 November 10, 2005 November 25, 2005, December 2, and 9, 2005 November 25,2005, December 2 and 9,2005 November 10, 2005 to September 27, 2006 Purpose of Account: Kathleen Carey Daley, Executrix, offers this account to acquaint interested parties with the transactions that have occurred during her administration. It is important that the account be carefully examined. Requests for additional information or questions or objections can be discussed with: Kathleen Carey Daley, Executrix 4551 Laurelwood Drive Harrisburg, Pennsylvania 17110 (717) 213-6660 (") c.;::o ~,;:D leJ ::1::0 . ,:: i-n --', 7.} ,....., = = CT\ o ('"") -l 7J rn o . C.:> ::J.:J r:::J n. c.:; r..-.... -..I or ~:)o J'...,J' "1'" )c::: ::a ::n-i _J:.;-.. ;:r:.. :.i: --,C) -i-l -='J .: C) ::=--~ rTl "J') ~;; co .. U1 Lindsay Gingrich Maclay, Esquire Daley, ,Zucker & Gingrich, LLC 1029 Scenery Drive Harrisburg, Pennsylvania 17109 (717) 657-4795 SUMMARY OF ACCOUNT Estate of Doris J. Watson, Deceased For Period of 11/04/2005 through 09/27/2006 Principal: Less Disbursements: Debts of Decedent Funeral Expenses Administration Expenses Federal and State Taxes Fees and Commissions Balance before Distributions: Page 3 4 4 6 7 8 $ 78.42 $ 3,760.58 $ 7,430.91 $ 76,470.54 $ 64.367.58 $ 152,108.03 Less Total Disbursements: Less Distributions to Beneficiaries: Principal Balance on Hand: 2 . . Current Value $ 820,359.16 $ 152.108.03 $ 668,251.13 $ 446,500.00 $ 221,751.13 . . RECEIPTS OF PRINCIPAL Realty: Residence located at 3600 Logan Court, 2-A, Camp Hill, Cumberland County, Pennsylvania Cash: Cash in possession of decedent PNC Bank Checking Account PNC Bank Certificates of Deposit M&T Bank Certificates of Deposit Citizens Bank Certificates of Deposit Wachovia Bank Certificates of Deposit Members 1 st Certificates of Deposit Community Banks Certificates of Deposit Sovereign Bank Certificates of Deposit Commerce Bank Certificate of Deposit Interest and Dividend Income Tangible Personal Property: 2005 Buick Lacrosse Household Goods and Furnishings Refund from Traveler's for Homeowner's and Car Insurance Refund from Verizon for telephone service Refund from Comcast for cable service Refund from IRS of Federal Income Tax (2005) Refund from P A Dept. of Revenue for Individual Tax (2005) Refund from The Patriot News (newspaper subscription) Refund from P A Dept. of Revenue of P A Inheritance Tax TOTAL RECEIPTS OF PRINCIPAL 3 . . $220,500.00 13.50 32,181.94 72,554.43 87,715.12 102,252.80 47,004.70 49,726.34 100,934.97 38,017.14 25,586.48 2,124.74 19,000.00 5,716.00 231.00 4.75 13.15 1,723.00 225.00 49.55 14,784.55 $ 820,359.16 .. 01/03/06 12/13/05 12/15/05 11/28/05 11/30/05 11/30/05 04/24/06 08/17/06 DISBURSEMENTS OF PRINCIPAL DEBTS OF DECEDENT West Shore Anesthesia - Medical Expense AT&T - Long Distance Telephone Service Verizon - Telephone Service TOTAL DEBTS OF DECEDENT FUNERAL EXPENSES Neill Funeral Home West Shore Country Club - Funeral Luncheon Blooms by Vickrey - Funeral Flowers City of Hartford - Grave Opening S. L. Zocco Memorials - Lettering on Headstone TOTAL FUNERAL EXPENSES OF DECEDENT 4 . , 10.01 43.38 25.03 $ 78.42 2,174.50 854.48 217.30 350.00 164.30 $ 3,760.58 .. . , ADMINISTRATION EXPENSES 11/10/05 Cumberland County Register of Wills - Short Certificates 60.00 11/10/05 Cumberland County Register of Wills - Probate Fee 540.00 11/22/05 Robert Ensminger - Appraisal fee of household goods and furnishings 360.00 11/25/05 The Central Penn Business Journal- Cost of advertising Estate Notice and Proof of Publication 91.00 11/25/05 Cumberland County Law Journal- Cost of advertising Estate Notice and Proof of Publication 75.00 11/29/05 The Patriot News - Cost of advertising sale of automobile 29.20 11/29/05 Staples - Cost for packing and mailing artwork to Nephew in Connecticut 28.46 12/12/05 Copying costs - Condominium Declaration 39.00 12/13/05 AT&T - Long distance telephone service 53.11 12/15/06 Verizon - Telephone service 50.06 12/28/05 PPL - Electric service for Condominium 210.90 12/28/05 Comcast - Cable service for Condominium 45.19 12/29/05 Pack, clean and move items in Condominium 2,250.00 01/05/06 Appraisal of Condominium 250.00 01/09/06 The UPS Store - Pack and ship jewelry to Nephew in Connecticut 125.36 01/09/06 Ensminger Auctioneers - Commission for auction of remaining personal items 250.77 01/17/06 Closing costs for sale of Condominium 1,734.09 02/01/06 The UPS Store - Pack and ship cut glass to Nephew in Connecticut 145.04 03/03/06 Cutler Camera - Six copies of original family photographs for Niece and Nephews in Connecticut 168.60 03/08/06 Cumberland County Register of Wills - Additional Short Certificates 20.00 03/29/06 The UPS Store - Mail copies of family photographs to Niece and Nephews in Connecticut 75.13 5 05/08/06 05/08/06 .. Cumberland County Register of Wills - Additional probate fee Cumberland County Register of Wills - Filing fee for Inheritance Tax Return and Inventory RESERVE: Cumberland County Register of Wills - Filing fee for First and Final Account TOTAL ADMINISTRATION EXPENSES 6 . . 100.00 30.00 700.00 $ 7,430.91 . . , . . . FEDERAL AND STATE TAXES 02/01/06 02/01/06 02/01/06 United States Treasury - Quarterly Tax Pennsylvania Dept. of Revenue - Quarterly Tax Register of Wills, Agent - Pennsylvania Inheritance Tax at Discount Register of Wills, Agent - Additional Pennsylvania Inheritance Tax 700.00 150.00 70,000.00 05/08/06 4,620.54 RESERVE: 1041 Tax Return 1,000.00 TOTAL FEDERAL AND STATE TAXES $ 76,470.54 FEES AND COMMISSIONS 12/09/05 Daley, Zucker & Gingrich, LLC- Attorney's Fee 7,196.92 12/22/05 Kathleen Carey Daley - Executrix's Fee (Partial) 30,000.00 01/09/06 Daley, Zucker & Gingrich, LLC - Attorney's Fee 3,313.62 02/06/06 Daley, Zucker & Gingrich, LLC- Attorney's Fee 2,541.54 03/06/06 Daley, Zucker & Gingrich, LLC- Attorney's Fee 1,075.00 03/24/06 Kathleen Carey Daley - Executrix's Fee (Partial) 3,000.00 04/06/06 Kathleen Carey Daley - Executrix's Fee (Partial) 7,000.00 04/10/06 Daley, Zucker & Gingrich, LLC- Attorney's Fee 905.00 05/08/06 Daley, Zucker & Gingrich, LLC - Attorney's Fee 1,325.00 7 , . 06/19/06 08/15/06 09/26/06 12/22/05 12/22/05 12/22/05 12/22/05 12/22/05 02/08/06 02/08/06 02/08/06 02/08/06 02/08/06 02/08/06 02/08/06 02/08/06 " . Daley, Zucker & Gingrich, LLC - Attorney's Fee Daley, Zucker & Gingrich, LLC- Attorney's Fee Kathleen Carey Daley, Executrix's Fee (Final) RESERVES: Daley, Zucker & Gingrich, LLC - Attorney's Fee TOTAL FEES AND COMMISSIONS TOTAL DISBURSEMENTS OF PRINCIPAL DISTRIBUTIONS TO BENEFICIARIES Richard Winters Jacobs, Nephew Robert Winters Jacobs, Nephew Ronny Winters Jacobs, Nephew Diane Saifyrd, Niece Anne M. Carey, Friend BGSU Foundation, Inc. Cleve J. Fredrickson Library Women In Military Service For American Memorial WITF, Inc. The Salvation Army Special Olympics Pennsylvania Holy Spirit Hospital Michael Jon Daley, Friend TOTAL DISTRIBUTIONS TO BENEFICIARIES 8 35.00 37.50 438.00 7,500.00 $ 64,367.58 $ 152,108.03 100,000.00 100,000.00 100,000.00 100,000.00 7,500.00 2,500.00 2,500.00 1,000.00 1,000.00 1,000.00 1,000.00 25,000.00 5,000.00 $ 446,500.00 . . . , . ..l , . PROPOSED DISTRillUTION TO RESIDUAL BENEFICIARIES St. Francis Hospital and Medical Center Hartford, Connecticut Y2 Share of Residue *$ 110,875.56 University of Connecticut Health Center Hartford, Connecticut Y2 Share of Residue *$ 110,875.56 * The reserves remaining after the completion of the administration of the Estate and the audit of the Orphans' Court of Cumberland County, will be distributed equally between the above residual beneficiaries. 9 OCT 11 2006 COMMONWEALTH OF PENNSYLVANIA OFFICE OF ATTORNEY GENERAL TOM CORBETT ATTORNEY GENERAL October 6, 2006 Charitable Trusts and Organizations Section 14th Floor, Strawberry Square Harrisburg, PA 17120 (717) 783-2853 (717) 787-1190 (Fax No.) Lindsay Gingrich Maclay DALEY, ZUCKER & GINGRICH, LLC Attorneys At Law 1029 Scenery Drive Harrisburg, PA 17109 Q ,-r. ::,~J r---> c-"") = c:::n C) CJ -l RE: ESTATE OF DORIS J. WATSON, A/KI A DORIS JACOBS WATSON, Deceased No. 2005-00994 : /) ~:;< ~, ~---) -.,r- ::J -..-j Dear Attorney Maclay-: This will acknowledge receipt of your letter dated September 28, 2006, including your Notice, Last Will, First and Final Account and Proposed Distribution, regarding the above-captioned matter. I have reviewed the documents and the First and Final Account of the Estate ofDoris.J.Watsop, deceased, a~d have no objections to the Account. Please forward a copy of the Court's executed decree as soon ~as it is available or the fully-executed releases, whichever method you employ so that I can complete my file. Please be advised that the above review was conducted pursuant to the parens patriae role of the office and has no bearing on any matter unrelatedJo that function. Thank you for your time and attention to this matter. Very truly yours, ~/7l1Jw( Thomas M. Devlin Senior Deputy Attorney General TMD jlss -.j ~:n [II Co (", ::u ,-I !' i'i~1 D C:J (,;'i -- -D ;q ::r>> :Jl: co .. :;~; en