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HomeMy WebLinkAbout10-27-06 "'" <," '." :::;: ~~~~ -' "'-:::;J!;- ..."'" "" s~;:::c ~~s~;; ,- ;~~ z ,~ " ~; WJ, z E~ ,:: ~ ~~ :e:: c: ~-: ~ -' .". --.-=:::: ~ ;,.., .,"",lI - . :E: ......: .<< :...: ::::: -< ~ ~ ;: f~::. ~~ .d~ ::c ~ ~ c:.J 0 -< ~! :a ~~ ~e~S ~<o~ ~ !;~ ~ ~~ ~ ~ ~ &-I ~ ~ ::. ESTATE NO.21-05-1041 FIRST AND FINAL ACCOUNT AND STATEMENT OF PROPOSED DISTRIBUTION OF AND BY CLAIRE V. PEASE AND BEATRICE BOSSLER, EXECUTRICES OF THE ESTATE AND UNDER THE LAST WILL AND TESTAMENT OF MABEL M. VOGELSONG, DECEASED, LATE OF UPPER ALLEN TOWNSHIP, CUMBERLAND COUNTY, PENNSYLVANIA Claire V. Pease and Beatrice Bossler, Executrices as aforesaid and Accountant herein, avers as follows: DATE OF DECEDENT'S DEATH: DATE LETIERS TESTAMENTARY ISSUED: November 22, 2005 December 1 , 2005 DATES EXECUTRICES NOTICE ADVERTISED: Cumberland Law Journal Patriot-News Co. December 9, 16,23,2005 December 13, 20, 27, 2005 FIRST AND FINAL ACCOUNT PERSONALTY - PRINCIPAL ACCOUNT DEBITS The Accountants charge themselves with the receipt of the Decedent's personalty goods and chattels as set forth in their inventory heretofore filed in the amount of: The Accountants charge themselves with the following additional receipts: 1. Commonwealth of Pennsylvania, refund on Inheritance Tax 2. Verizon, refund on phone service TOTAL, PERSONALTY, PRINCIPAL ACCOUNT, DEBITS: PERSONALTY - PRINCIPAL ACCOUNT CREDITS The Accountants claim credit for the payment of the following items from Decedent's Personalty Account: 1. Verizon, phone service 2. Messiah Village, resident care 3. Register of Wills, Agent, estimated Inheritance Tax payment 4. Myers Funeral Home, Inc., funeral services 5. Gingrich Memorials. cemetery illscription 6. Register of Wills, Agent, Inheritance Tax 7. Register of Wills, filing fee for Inheritance Tax return 8. Register of Wills, additional probate fee 9. United Way, medical insurance premium 10. Household goods donated to charity LAW OFFICES SNELBAKER & BRENNEMAN, P.C. Items to be paid subsequent to confirmation of Final Accounting: 11. Snelbaker & Brenneman, P.C , attorney services 12. Snelbaker & Brenneman, PC., costs advanced: a. Register of Wills, probate fee b. Cumberland Law Journal, advertising Executrices notice c. Patriot-News, advertising Executrices notice 13. Claire Pease. reimbursement for following expenses: a Travel expenses from Alaska to probate estate and gather! dispose of Decedent's personai effects b. Flowers for funeral service 209.78 185.00 75.00 151 .59 1,944.87 Page 1 -'-'--.i i _} $ 87,270,92 23.68 1.48 $ 87,296.08 $ 21.37 2,700.00 9,000.00 715.00 110.00 1,302.84 15.00 75.00 355.20 405.00 2,850.00 411.59 2,154.65 14. Beatrice Bossler, Executrix Commission 15. Reserve for filing fees, accountant fees, and other miscellaneous expenses associated with the administration of the Decedent's estate TOTAL, PERSONAL TV, PRINCIPAL ACCOUNT, CREDITS: 2,182.40 1,000.00 $ 23,298.05 PERSONAL TV - INCOME ACCOUNT DEBITS The Accountants charge themselves with the receipt of the following Income from the investment of Personalty Principal: 1. M&T Bank, estate checking account #9840521612, interest 2. M& T Bank, checking account #98176641, interest 3. M&T Bank, certificate of deposit #31003914966345, #31003914966353 and #31003914966361, interest 4. PNC Bank, certificate of deposit #31200237607 and #31000254699, interest TOTAL, PERSONAL TV, INCOME ACCOUNT, DEBITS: $ 19.61 10.06 1,298.40 50.98 $ 1,379.05 PERSONALTY - INCOME ACCOUNT CREDITS The Accountants claim credit for the payment of the following items from the Personalty Principal Account: 1. H&R Block, preparation of Final Individual Income Tax Returns TOTAL, PERSONAL TV, INCOME ACCOUNT, CREDITS: $ $ 54.00 54.00 REAL ESTATE - PRINCIPAL ACCOUNT DEBITS The Accountants charge themselves with the receipt of Decedent's Real Estate as set forth in their Inventory heretofore filed in the amount of: TOTAL, REAL ESTATE, PRINCIPAL ACCOUNT, DEBITS: $ NONE $ NONE REAL ESTATE - PRINCIPAL ACCOUNT CREDITS The Accountants claim credit for the payment of the following items from Real Estate Principal Account: TOTAL, REAL ESTATE, PRINCIPAL ACCOUNT, CREDITS: $ NONE $ NONE REAL ESTATE -INCOME ACCOUNT DEBITS The Accountants charge themselves with the receipt of the income from the investment of Real Estate Principal Account: TOTAL, REAL ESTATE, INCOME ACCOUNT, DEBITS: $ NONE $ NONE REAL ESTATE - INCOME ACCOUNT CREDITS LAW OFFICES SNELBAKER & BRENNEMAN. P.C. The Accountants claim credit for the payment of the following items From the Real Estate Income Account: TOTAL, REAL ESTATE, INCOME ACCOUNT, CREDITS: $ NONE $ NONE Page 2 PERSONALTY: PRINCIPAL ACCOUNT: Debits Credits Balance INCOME ACCOUNT: Debits Credits Balance TOTAL PERSONALTY REAL ESTATE: PRINCIPAL ACCOUNT: Debits Credits Balance INCOME ACCOUNT: Debits Credits Balance TOTAL REAL ESTATE: TOTAL FOR DISTRIBUTION: LAW OFFICES SNELBAKER & BRENNEMAN. P.C. RECAPITULA liON Page 3 $ 87,296.08 $ 23,298.05 $ 63,998.03 $ 1,379.05 $ 54.00 $ 1,325.05 $ 65,323.08 $ NONE $ NONE $ NONE $ NONE $ NONE $ NONE $ NONE $ 65,323.08 LAW OFFICES SNELBAKER & BRENNEMAN, P.C. STATE OF MASSACHUSETTS 55. COUNTY OF Claire V. Pease, Executrice being duly sworn according to law deposes and says: that she is the Executrice of the Estate and under the Last Will and Testament of Mabel M. Vogelsong, Deceased; that she is the Accountant herein; that the foregoing is a true and complete accounting of her 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 of her knowledge, information and belief. ~-~~ \J, f~-~- Claire V. Pease, Executrice Sworn to and subscribed before me this ,)D day of Ocl'f)~i/' 2006 ~:,~rM~bn Page 4 LAW OFFICES SNELBAKER & BRENNEMAN. P.C. COMMONWEALTH OF PENNSYLVANIA 55. COUNTY OF CUMBERLAND Beatrice Bossler, Executrice being duly sworn according to law deposes and says: that she is the Executrice of the Estate and under the Last Will and Testament of Mabel M. Vogelsong, Deceased; that she is the Accountant herein; that the foregoing is a true and complete accounting of her 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 of her knowledge, information and belief. ,..-/ .E / ~.'/Z7'/~<:~.~c'" - -? /;:;;. -t~L. . Beatrice Bossler, Executrice Sworn to and subscribed before me this &) day of 0 ciJ b C' ,<....I 2006 ~ ('f\cL\t1 K Ji.cf'~ COMMONWEALTH OF PENNSYLVANIA Notarial Seal Sandra K. Showers, Notary Public Mechanicsburg Bom, Cumberland County My Commission Expires Nov, 22, 2007 Mer;-,oe, PAI1r1<;yiv.;nia'AssoGiation Of Notaries Page 5 * UNPAID CREDITORS: NONE ** PERSONS INTERESTED IN DISTRIBUTION OF ESTATE: 1. Claire V. Pease 15120 Elmore Road Anchorage, Alaska 99516 2. Beatrice Bossler 629 East Hummelstown Street Elizabethtown, PA 17022 3. Mechanicsburg Meals-On-Wheels 201 East Green Street Mechanicsburg, PA 17055 4. Mechanicsburg Area High School Alumni Association Scholarship P.O. Box 312 Mechanicsburg, PA 17055-0312 5. Elizabethtown College 600 East High Street Elizabethtown, PA 17022 6. First Church of God 28 East Main Street Mechanicsburg, PA 17055 7. H.J. Heinz Senior Center Heinz-Menaker Senior Center, Inc. 1824 North 4th Street Harrisburg, PA 17102 8. Messiah Village 100 Mt. Allen Drive Mechanicsburg, PA 17055 9. Camp Hill Fire Department P.O. Box 633 Camp Hill, PA 17011-0633 10. David W. Pease 11670 Wood bourne Drive Anchorage, Alaska, 99516 11. Nancy Pease Hull 19300 Villages Scenic Parkway Anchorage, Alaska 99516 12. Thomas C. Pease 309 East Manor Avenue Anchorage, Alaska 99501 LAW OFFICES SNELBAKER & BRENNEMAN, P.c. 13. Violet Eurich Cumberland Crossings Nursing Home 1 Longsdorf Way Carlisle, PA 17013 Page 6 STATEMENT OF PROPOSED DISTRIBUTION Claire V. Pease and Beatrice Bossler, Executrices and Accountants herein, proposes to distribute the balance of the Estate of Mabel M. Vogelsong, Deceased, to wit: $65,323.08 in accordance with the Last Will and Testament of said Decedent as follows: 1. Claire V. Pease Jewelry, personal effects and household goods as per Item Third of Wills 100% of residue as per Item 6 of Will 2. Mechanicsburg Area High School Alumni Association Scholarship As per bequest 4A of Will 3. Elizabethtown College As per bequest 4B of Will 4. First Church of God As per bequest 4C of Will 5. H.J. Heinz Senior Center Heinz-Menaker Senior Center, Inc. As per bequest 4D of Will 6. Mechanicsburg Meals-On-Wheels As per bequest 4E of Will 7. Messiah Village As per bequest 4F of Will 8. Camp Hill Fire Department As per bequest 4G of Will 9. Beatrice Bossler As per bequest 5A of Will 10. David W. Pease As per bequest 5C of Will 11. Nancy Pease Hull As per bequest 5D of Will 12. Thomas C. Pease As per bequest 5E of Will 13. Violet Eurich As per bequest 5F of Will TOTAL DISTRIBUTION: LAW OFFICES SNELBAKER & BRENNEMAN. P.C. Page 7 $ 445.00 $ 35,678.08 1,000.00 1,000.00 100.00 1,000.00 1,000.00 1,000.00 100.00 20,000.00 1,000.00 1,000.00 1,000.00 1,000.00 $ 65,323.08 LAW OFFICES SNELBAKER & BRENNEMAN. P.C. STATE OF MASSACHUSETTS 55. COUNTY OF Claire V. Pease, 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 her knowledge, information and belief. r"" \ f' 'J ~"-.>-- V ~ tSL~ Claire V. Pease, Executrice Sworn to and subscribed before me this.;).u day of O( h>hl/ 2006 IJMMMAllL, ~ M~~IJ.t1 CvC\t1>~ Page 8 LAW OFFICES SNELBAKER & BRENNEMAN, P,C. COMMONWEALTH OF PENNSYLVANIA COUNTY OF CUMBERLAND 88. Beatrice Bossler, 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 her knowledge, information and belief. Sworn to and subscribed before me this .1.3(' (.~ day of b C:-lD b efl.-/ 2006 (~(nctlo-t< ~(~ I' COMMONWE/~L Tl;..:~:.: [~r'::l'll\JS YL VANIA Nobria! Seal ' San?ra K. Showers. Notary Public Mechanlcsb~r~ Born Cumberland County My Commls..<;!or: Expires Nov. 22. 2007 Member, Pennsyiv::nja Association Of Notaries Page 9 ~'-f' /~ ~ ';,..,;.. .c-c.?-<-<-, /~~ '-C'-L.' Beatrice Bossler, Executrice