HomeMy WebLinkAbout11-13-06
STATUS REPORT UNDER RULE 6.12
Name of Decedent: Clifford Hoover
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Date of Death:
March 4, 2006
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Will No. Admin. No. 21-2006-0392 /:'r) ..-p'
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Pursuant to Rule 6.12 of the Supreme Court Orphans' Court Rules, r report tlie
following with respect to completion of the administration of the aboye-captioned estate:
1. State whether administration of the estate is complete:
Yes ( X ) No ()
2. If the answer is No, state when the personal representative reasonably believes
that the administration will be complete:
3. If the answer to No.1 is Yes, state the following:
(a) Did the personal representative file a ("mal account with the Court?
Yes () No ( X)
(b) The separate Orphans' Court no. (if an~r) for the personal
representative's account is:
(c) Did the personal representative state an account informally to the parties
in interest? Yes (X ) No ( )
(d) Copies of receipts, releases, joinders and approvals of formal or informal
accounts may be filed with the Clerk of the Orphans' Court and may be attached to
this report.
Date: November 13,2006
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Signature
Stephen D. Tiley
5 South Hanover Street
Carlisle, Pa 17013
(717) 243-5838
Capacity: ( ) Personal Representative
( X) Counsel for Personal Representative
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FIRST AND FINAL ACCOUNT OF ELIZABETH HOOVER EXECUTRIX OF THE LAST WILL
AND TESTAMENT OF CLIFFORD HOOVER LATE OF 770 SOUTH HANOVER STREET,
CARLISLE, CUMBERLAND COUNTY, PENNSYLVANIA, DECEASED
DATE OF DEATH:
LETIERS TESTAMENTARY ADVERTISED:
March 4, 2006
CUMBERLAND LAW JOURNAL
Not Advertised
FILE NUMBER:
21-2006-0392
THE SENTINEL
Not Advertised
PRINCIPAL RECEIVED
Accountant charges himself with the following principal amounts received:
Date
2006
4-Mar
PNC Account No.: 5004752819
Plus Accrued Interest to Date of Death
881.00
0.43
4-Mar
PNC Account No.: 5004734311
Plus Accrued Interest to Date of Death
13,439.47
25.03
5-May
Transamerica Life Insurance Company
Value of Annuity Number SC00457378 as of May 5, 2006
26,057.60
18-May
Conseco Health Insurance Company
Cancellation Refund
485.83
TOTAL PRINCIPAL RECEIVED
40,889.36
Page 1
INCOME RECEIVED
Accountant charges himself with the following income amounts received:
Date
2006
l-lun
20-lun
Income Received for period between date of death and date
PNC accounts were closed:
PNC Account No.: 5004752819 received $2,001.73
PNC Account No.: 5004734311 received $13,519.69
Transamerica Life Insurance Company
Actual Receipt from Annuity No. SC00457378 $26,125.11
Income between date of principal valuation on May 5, 2006 and
date of actual receipt:
TOTAL INCOME RECEIVED
DISBURSEMENTS
Accoutant claims credit for the following amounts paid:
Date
2006
3l-May
3l-May
3l-Aug
l-lun
22-Sep
22-Sep
22-Sep
Millennium Phy. Sys. East
Associated Cardiologists
Pinker & Associates
Chapel Pointe at Carlisle
Register of Wills - filing of Inheritance Tax Return
Frey & Tiley - Reimburse for advance to probate will
Frey & Tiley - Attorney's Fees
TOT AL DISBURSEMENTS
Page 2
1,120.30
55.19
67.51
1,243.00
74.98
8.40
37.64
1,453.46
15.00
128.00
2,500.00
4,217.48
RECAPITULATION
Total Principal Received
40,889.36
1,243.00
Total Income Received
Total Receipts
42,132.36
Less Total Disbursements
4,217.48
Balance for Distribution
37,914.88
PROPOSED
SCHEDULE OF DISTRIBUTION
Elizabeth Hoover - 100% of Residuary pursant to paragrah
3 of Last Will and Testament
Transamerica Annuity - Paid Directly to Beneficim:y
(Does not Pass through Will)
26,125.11
Cash distribution from estate checking account upon
conclusion of administration of estate:
11,789.77
37,914.88
COMMONWEALTH OF PENNSYLVANIA
SS.:
COUNTY OF CUMBERALND
Before me, the undersigned officer, personally appeared Elixabeth Hoover
Executrix of the Last Will and Testament of Clifford Hoover, Deceased, who, being duly sworn
according to law, desposes and says that the foregoing First and Final Account and Proposed Schedule
are true and correct to the best of her knowledge, information and belief.
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Sworn to and subscribed before me
this
day of September, 2006
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