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Home My WebLink About10-18-06 INRE: IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA ESTATE OF DORIS J. SCHMICK, DECEASED ORPHANS' COURT DIVISION NO. 21-06-0298 FIRST AND FINAL ACCOUNT OF JEAN K. KLINE, EXECUTRIX OF THE ESTATE OF DORIS J. SCHMICK LATE OF NORTH MIDDLETON TOWNSHIP CUMBERLAND COUNTY, PENNSYLVANIA t .,) Date of Death: Letters Testamentary Granted: Letters Advertised: Sentinel- Cumberland Law Joumal- Account Stated as Final March 19, 2006 April 4, 2006 ,1 1 ", April 6, 13 and 20, 2006 April 14, 21 and 28, 2006 C:J 1'-' .. SUMMARY & INDEX !" ... PRINCIPAL PAGE Receipts 2 193,793.87 Conversions (Gain) or (Loss) 0.00 Less Disbursements 3&4 50.311.05 Balance Before Distributions 143,482.82 Distributions to Beneficiaries 0.00 Principal Balance Remaining 143,482.82 INCOME Receipts 3 0.00 Less Disbursements --=-_1>.00 Income Balance Remaining 0.00 COMBINED BALANCE REMAINING 143,482.82 . . PRINCIPAL RECEIPTS 2006 4/4 M & T Bank - Checking Account #0560853 1,984.48 4/4 Members 151 Fed. Credit Union - Money Market Acct. #55225 35,873.48 5/4 Cumberland County Employee Retirement - Retirement Payment 339.84 5/18 Comcast - Refund 6.57 5/25 Capital Blue Cross - Refund 409.20 6/19 John C. Walters, Jr. - Down Payment - Public Sale of Real Estate 15,300.00 6/19 Bricker's Auction - Net proceeds of Public Sale of Personal Property 2,963.25 6/21 Bricker's Auction - Redeem check from sale 294.00 6/24 Dauphin Oil Co. - Refund 74.64 7/5 Erie Insurance Exchange - Auto Insurance Refund 98.00 7/5 Commonwealth P A - Real Estate Tax Rebate 191.92 7/31 Embarq - Refund .64 7/31 John C. Walters, Jr. - Net Balance Proceeds - Sale of Real Estate 136,165.85 8/15 Erie Insurance Exchange - Refund - Homeowner's Insurance Plicy 92.00 Total Principals Receipts 193,793.87 2 . . PRINCIP AL DISBURSEMENTS 2006 4/11 Hilton's Lock Service - Change locks on real estate 99.52 4/11 York Waste Disposal - Invoice 40.05 4/11 PPL - Invoice 47.46 4/11 Erie Insurance Exchange - Family Auto Policy 137.00 4/11 Sprint - Invoice 25.42 4/11 West Shore EMS - Ambulance Service 100.12 4/11 Robin Sollenberger - Real Estate Taxes 415.80 4/11 Robin Sollenberger - Personal Taxes 9.80 4/11 Millenium Phy. System - Prescription Account 170.88 4/11 Hoffman- Roth Funeral Home Services 3,110.30 4/24 Tom Kennedy - Lawn Service 35.00 4/24 Erie Insurance Exchange - Homeowner's Insurance Plicy 175.00 4/24 PPL - Invoice 85.02 4/24 Chapel Pointe - Nursing Services 434.00 4/24 Sunnyside Restaurant - Funeral Luncheon 269.51 5/1 Barrett Real Estate - Real Estate Appraisal 300.00 5/1 Jenny McClintock - Cleaning Services 135.00 5/1 Tom Kennedy - Lawn Service 35.00 5/4 Spriint - Invoice 25.46 5/4 North Middleton Authority - Water & Sewer Service 79.90 3 5/4 American Red Cross - Invoice 37.50 5/9 Register of Wills, Agent - On Account - Pa. Inheritance Tax 20,000.00 5/11 Sandra Loy - Cleaning & Public Sale Preparation 55.00 5/11 Jenny McClintock - Public Sale Preparation 35.00 5/18 Sandra Loy - Law Service 35.00 6/1 Sandra Loy - Public Sale Preparation & Lawn Service 195.00 6/1 Sprint - Invoice 25.46 6/15 D & D Septic Service - Public Sale Services 79.50 6/19 Jenny McClintock - Public Sale Help 80.00 6/19 Andrew J. Witherite - Public Sale Help 80.00 6/19 William Loy - Public Sale Help 189.00 6/19 Sandra Loy - Public Sale Help 280.00 6/21 Bricker's Auction - Replace Sale Check 294.00 6/21 PPL - Invoice 22.28 6/29 York Waste Disposal - Invoice 40.05 6/29 Cathy Dennin - Public Sale Help 500.00 7/5 North Middleton Authority - Water & Sewer Service 79.90 7/5 Sandra Loy - Lawn Service 35.00 7/20 Sandra Loy - Lawn Service 70.00 7/20 PPL - Invoice 27.56 7/31 Sandra Loy - Lawn Service 35.00 4 8/15 Register of Wills, Agent - Balance, Pa. Inheritance Tax 8/15 PPL - Final Invoice 3,975.73 10.06 RESERVED Jean K. Kline - Executrix Fee Landis & Black - Attorney's Fee Landis & Black - Costs Advanced Reserve for closing and Releases 8,737.00 8,737.00 525.77 400.00 Total Principal Disbursements 50,311.05 INCOME RECEIPTS None Received 0.00 Total Income Receipts 0.00 INCOME DISBURSEMENTS None Disbursed 0.00 Total Income Disbursements 0.00 INRE: IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA ESTATE OF DORIS J. SCHMICK, DECEASED ORPHANS' COURT DIVISION NO. 21-06-0298 SCHEDULE OF PROPOSED DISTRIBUTION Combined Balance for Distribution Remaining as per First and Final Account 143.482.82 TO: Jean K. Kline 71,741.41 Shari Lynn Kennedy 71,741.41 TOTAL BALANCE FOR DISTRIBUTION 143.482.82 JEAN K. KLINE, Executrix under the Last Will and Testament of DORIS 1. SCHMICK, deceased, hereby declares under penalties of perjury that she has fully and faithfully discharged the duties of her office; that the foregoing First and Final Account is true and correct and fully discloses all significant transactions occurring during the accounting period; that all known claims against the estate have been paid in full; that the first complete advertisement of the grant of letters was more than four months from the date the account was filed; that, to her knowledge, there are no claims now outstanding against the Estate; and that all taxes presently due from the estate have been paid. She understands that false statements herein made are subject to the penalties of 18 Pa. C.S.A. 4904 relating to unsworn falsification to authorities. 6 . ' LAST WILL AND TESTAMENT OF DORIS J. SCHMICK I, DORIS J. SCHMICK, of North Middleton Township, Cumberland County, Pennsylvania, declare this to be my Last Will, hereby revoking all prior wills and codicils. FUNERAL EXPENSES FIRST: I direct the payment of my funeral expenses, including my gravemarker, as soon as may be convenient after my death. PAYMENT OF DEATH TAXES SECOND: I direct that all taxes that may be assessed in consequence of my death, of whatever nature and by whatever jurisdiction imposed, shall be paid from my residuary estate as a part of the expense of administration of my estate. DISTRIBUTION OF RESIDUE THIRD: I give the rest of my estate as follows: (A) To Jean K. Kline, my friend, or her issue, Fifty (50%) percent; and (B) To Shari Lynn Kennedy, my friend, or her issue, Fifty (500.10) percent. MINORS AND INCAPACITATED BENEFICIARIES FOURTH: If any income or principal shall be payable to any person who shall be a minor or who shall be incapacitated for any reason, my executor as trustee shall hold such income and principal during minority or incapacity and shall be entitled to apply such income and principal to the health, maintenance, support and education of such person during minority or incapacity without the appointment of any guardian or committee or any authority of court. My executor as trustee shall be entitled to make direct application hereunder or to make application by payment of income and principal to the parent or other person in charge of such minor or incapacitated person, or to his or her guardian or to a custodian under the Uniform Transfers to Minors Act. Any remaining income and principal to which such person shall be entitled shall be distributed to such person upon the termination of minority or incapacity. My executor as trustee shall have the same powers as my executor. ~/ C, .~ . . /1 ini als POWERS OF EXECUTOR }'U".'H: I confer upon my executor the right to sell or otherwise convert any real or personal property at public or private sale, at such time or times. in such manner, and for such price or prices, and on such terms and conditions as my executor shall determine, and to execute and deliver good and sufficient conveyances, assignments and transfers of the property, without liability of any purchaser for the application of any consideration; to borrow money and to secure its payment by mortgage of real or personal property, pledge of investments, or otherwise, without liability on the part of the lenders to see to the application thereof; to retain any investments at discretion; to invest and reinvest at discretion, without restriction to so-called "legal investments"; to make distribution in cash or in kind; to allocate and distribute different kinds or disproportionate shares of property or undivided interests in property among beneficiaries, in cash or in kind, or partly in each; and to do all other acts and things necessary or appropriate in the management, administration and distribution of my estate. APPOINTMENT OF GUARDIAN OF ESTATES OF MINORS SIXTH: I appoint my executor as guardian of the estates of minors with power to hold all property payable by law to a guardian appointed by my will and to use it for the minor's health, maintenance, support and education, either directly or by payment to any person selected by my executor to disburse it whose receipt shall be a complete acquittance. Guardian may, in discharge of all the guardian's duties, pay any minor's share deemed impractical of administration to the parent or other person in charge of the minor or to his or her guardian or to a custodian for the minor under the Uniform Transfers to Minors Act. My executor as guardian shall have the same powers as my executor. APPOINTMENT OF EXECUTORIRIX SEVENTH: I appoint Jean K. Kline, Executrix of my will. If Jean K. Kline is unable or unwilling to qualifY as Executrix or having qualified is unable or unwilling to act, I then appoint Shari Lynn Kennedy as Executrix hereof WAIVER OF BOND EIGHTH: I direct that no fiduciary hereunder shall be required to furnish bond in any jurisdiction, and if any bond is necessary, no surety shall be required. INTERCHANGEABILITY OF LANGUAGE NINTH: Words used in the singular may be read to include the plural or the PIU;;; [Y g . ~ JI be read as the singular. Similarly, the masculine form may be read to include the feminine and neuter; the feminine may be read to include the masculine and neuter; and the neuter may be read to include the masculine and feminine. HEADINGS TENTH: The headings used on the various paragraphs of this will are included for convenience only and shall have no legal significance. I have signed this will this 1. {~ day of Oae/tVi t>E e . 20QL. &~ )eA1J1~J. Doris 1. Sc -I1JJ- (ll?h.~ Witness .'~ ?Y1 ~ Witness ACKNOWLEDGMENT and AFFIDA VIT COMMONWEALTH OF PENNSYLVANIA ) SS. I, Doris J. Schmick, the Testatrix in, and ~.'n ' and i .UA)l '-1v\ ) Ket~ ~. fu~ COUNTY OF CUMBERLAND 'f-~fLcL , the witnesses to the last will, the attached or foregoing instrument, who have signed the instrument, having been duly qualified according to law do depose and say: (a) that I, the Testatrix, do hereby acknowledge that I signed and executed the instrument as my last will, that I signed it willingly and as my free and voluntary act for the purposes therein expressed; and (b) that we, the witnesses, were present and saw the Testatrix sign and execute '" . . the instrument as her last will, that she signed it willingly and executed it as her free and voluntary act for the purposes therein expressed; that each of us in the hearing and sight of the Testatrix signed the will as a witness and that to the best of our knowledge the Testatrix was at that time 18 or more years of age, of sound mind and under no constraint or undue influence. ~4 H ,><:i 6A~ (C/C Testatrix, Doris r'Schmick r4W-;t&~ Witness ~/i1~ Witness "'-'",, ....., c't~ Notary Public JQy. 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