Preview
62-PR-22-1102
Filed in District Court
State of Minnesota
7/6/2023 10:30 AM
Minn. Stat. §§ 524.3-1001(a)(1); 524.3«1002; 524.31003(a)(3); 525.48
STATE OF MINNESOTA DISTRICT COURT
COUNTY OF RAMSEY FIRST JUDICIAL DISTRICT
PROBATE COURT DIVISION
Court File No. 62PR-22-1102
In Re: Estate of Jeffrey George Block, FINAL ACCOUNT
Decedent.
| am the personal representative of the decedent's estate. The following is a full, accurate and
complete accounting of the administration of the estate:
SUMMARY
Total Net Assets at Date of Death
(Inventory) $264,672-79 Total Decreases/ Disbursements $7,791.28
Total Assets on Hand at June 27,
Total lncreases/ Receipts $6,155.14 2023 $263,036.65
TOTAL $270,827.93 TOTAL $270,827.93
Ideclare under the penalties for perjury that this Final Account, including all attached schedules, has
been examined by me and that their contents are true to the best of my information, knowledge, and
belief.
DatedzJune 27, 2023 pl %M
Jay/{Wk
John P. Van Valkenburg (MN# 196241)
GERTEN & VAN VALKENBURG, P.A.
303 E. Little Canada Road
Saint Paul Minnesota 55117
PBT6OO I 9/ 2008 1
62-PR-22-1102
Filed in District Court
State of Minnesota
7/6/2023 10:30 AM
Court File N0. 62-PR22-1102
Summary Detail
EXHIBIT 1: Assets at Date of Death (Schedules from Inventory)
Total Value of Real Estate (from Inventory Schedule A) $0.00
Total Value of Stocks, Bonds and Securities $0.00
(from Inventory Schedule B)
Total Value of Mortgages, Notes and Cash $264,672.79
(from Inventory Schedule C)'
Total Value of Miscellaneous Personal Property $0.00
(from inventory Schedule D)
Total Liens and Encumbrances (from all inventory Schedules) $0.00
Total Net Assets at Date of Death (Inventory) $264,672.79
EXHIBIT 2: Increases/Receipts 7
Assets Omitted from Inventory: $0.00
Advances to Estate_ $0.00
Interest $770.14
Dividends $0.00
Dividend Reinvestment. $0.00
Refunds $5,385.00
Gain on Sale of Property $0.00
Miscellaneous Increases/Receipts $0.00
Total Increases/Receipts $6,155.14
TOTAL EXHIBITS 1 AND 2: $270,827.93
EXHIBIT 3: Decreases/ Disbursements
Loss on Sale of Property $0.00
Closing Costs $0.00
Maintenance and Selection $0.00
Expenses of Administration $6,211.53
Funeral Expenses $0.00
Expenses of Last Illness $22.83
Taxes $0.00
Payments Made on Mortgage, Contract for Deed and $0.00
Other Liens
Other Claims Allowed and Paid $1,556.92,
Claims Allowed and Not Paid $0.00
Interim Distributions to Devisees and Heirs $0.00
Miscellaneous Decreases/ Disbursements $0.00
Total Decreases/Disbursements $7,791.28
EXHIBIT 4: Assets on Hand at June 27, 2023
Personal Property On Hand for Distribution $263,036.65
Real Estate On Hand for Distribution $0.00
Total Assets on Hand atJune 27, 2023 $263,036.65
TOTAL EXHIBITS 3 AND 4 $270,827.93
PET600 I 9/ 2008 2
62-PR-22-1102
Filed in District Court
State of Minnesota
7/6/2023 10:30 AM
Court File No. 62-PR-221102
Page: Exhibit 1-1
Exhibit 1: Assets at Date of Death (Schedules from Inventory)
Description' $ Amount:
Total Value of Real Estate (from inventory Schedule A)' $0.00
Total Value of Stocks Bonds and Securities (from Inventory Schedule B) $0.00
Total Value of Mortgages, Notes and CaSh (from inventory Schedule C)
i$264.672.79'
Total Value of Miscellaneous Personal Property (from inventory Schedule $0.00
D),
Total Liens and Encumbranc_es (from all lnventorySchedules)E
$0.00
Total NetAssets atDate ofDeath~ $264,672.79fi
Exhibit 1: Assets at Date of Death (Inventory)
62-PR-22-1102
Filed in District Court
State of Minnesota
7/6/2023 10:30 AM
Court File No. 62PR221102
Page: Exhibit 21
Exhibit 2: Increases/ Receipts
Assets Omitted from Inventory
Item
No. Description $ Amount
TOTAL $ 0.00
Advances to Estate
Item Date Description Amount
No.
TOTAL $ 0.00
Interest
Item Date Description Amount
No
Idea Credit Union Share Savings 1.16
$
2 dea Credit Union Checking Account $ 19.07
dea Credit Union Money Market Account $ 148.95
4 dea Credit Union Certificates of Deposit $ 565.68
02/28/23 dea Credit Union Savings Account $ 2.48
03/31/23 dea Credit Union Savings Account $ 11.00
04/30/ 23 dea Credit Union Savings Account $ 10.64
8: 05/31/23 dea Credit Union Savings Account $ 11.00
05/31/23 dea Credit Union Savings Account $ 0.16
TOTAL $ 770.14
Dividends
Item Date Description Amount
No.
TOTAL $ 0.00
Dividend Reinvestment
item Date Description Amount
No
TOTAL $ 0.00
Refunds
Item Date Description Amount
No.
1 US Tax Refund $ 4,516.00
2 MN Tax Refund $ 869.00
TOTAL $ 5,385.00
Exhibit 2: Increases/Receipts
62-PR-22-1102
Filed in District Court
State of Minnesota
7/6/2023 10:30 AM
Court File No. 62-PR-221102
Page: Exhibit 2-2
Gain on Sale of Property
Item Date Description $ Inventory $ Saies Price $ Gain
No. Value (Basis)
TOTAL $0.00
Miscellaneous Increases/Receipts
Item Date Description Amount
No.
TOTAL $ 0.00
Exhibit 2: Increases/Receipts
62-PR-22-1102
Filed in District Court
State of Minnesota
7/6/2023 10:30 AM
Court File N0. 62-PR-221102
Page: Exhibit 3-1
Exhibit 3: Decreases/Disbursements
Loss on Sale of Property
Item Date Description $ Inventory $ Sales Price $ Loss
No. Value (Basis)
TOTAL wool
Closing Costs
Item Date Description Amount
No.
TOTAL $ 0.00
Maintenance and Selection
Item Date Description Amount
No.
TOTAL $ 0.00
Expenses of Administration
Item Date Description Amount
No
02/13/23 Probate Filing Fee $ 305.00
2 02/ 13/ 23 Postage 10.32
$
02/13/23 Certified Mailing $ 9.17
02/13/23 Attorney's Fees $ 2,520.00
02/13/23 Probate Publication Fee $ 145.00
02/ 13/ 23 Postage $ 5.22
02/ 13/ 23 Certified Copies of Letters Testamentary $ 33.00
8z 05/04/23 Attorney's Fees $ 973.00
05/04/23 Postage $ 3.15
10 05/04/23 Michelson Tax Accountant $ 250.00
11 06/ 20/ 23 Attorney's Fees $ 1,082.67
12 06/20/23 Attorney's Fees to Close Estate $ 875.00
TOTAL $ 6,211.53
Funeral Expenses
Item Date Description Amount
No
TOTAL $ 0.00
Exhibit 3: Decreases/Disbursements
62-PR-22-1102
Filed in District Court
State of Minnesota
7/6/2023 10:30 AM
Court File No. 62PR221102
Page: Exhibit 32
Expenses of Last Illness
Item Date Description Amount
No.
1 11/22/22 Thrifty White Pharmacy $ 22.83
TOTAL $ 22.83
Taxes
Item Date Description Amount
No.
TOTAL $ 0.00
Payments Made on Mortgage, Contract for Deed and Other Liens
Item Date Description Amount
No.
TOTAL $ 0.00
Claims Allowed and Paid
Item Date Description Amount
No.
1 11/04/22 Returns of Civil Service because of death $ 1,244.78
2 04/10/23 Visa 312.14
$
TOTAL $ 1,556.92
Claims Allowed and Not Paid
Item Description Amount
No.
TOTAL $0.00
Exhibit 3: Decreases/Disbursements
62-PR-22-1102
Filed in District Court
State of Minnesota
7/6/2023 10:30 AM
Court File No. 62PR22-1102
Page: Exhibit 3-3
Interim Distributions to Devisees and Heirs
item Date Description Amount
No.
TOTAL $ 0.00
Misceilaneous Decreases/Disbursements
Item Date Description Amount
No.
TOTAL $ 0.00
Total Decreases/Disbursements $7,791.28
Exhibit 3: Decreases/ Disbursements
62-PR-22-1102
Filed in District Court
State of Minnesota
7/6/2023 10:30 AM
Court File No. 62-PR-221102
Page: Exhibit 4-1
Exhibit 4: Assets on Hand at June 27, 2023
Personal Property On Hand For Distribution
Item
No Source $ Amount
1 Ideal Credit Union Estate Account $262,836.49
2 Ideal Credit Union Personal Account $200.16
TOTAL $263,036.65
Real Estate On Hand for Distribution
item
No Source $ Amount
TOTAL $0.00
Total Assets on Hand at June 27,
2023! $263,036.65
Exhibit 4: Assets on Hand at
Preview
62-PR-22-1102 Filed in District Court State of Minnesota 7/6/2023 10:30 AM Minn. Stat. §§ 524.3-1001(a)(1); 524.3«1002; 524.31003(a)(3); 525.48 STATE OF MINNESOTA DISTRICT COURT COUNTY OF RAMSEY FIRST JUDICIAL DISTRICT PROBATE COURT DIVISION Court File No. 62PR-22-1102 In Re: Estate of Jeffrey George Block, FINAL ACCOUNT Decedent. | am the personal representative of the decedent's estate. The following is a full, accurate and complete accounting of the administration of the estate: SUMMARY Total Net Assets at Date of Death (Inventory) $264,672-79 Total Decreases/ Disbursements $7,791.28 Total Assets on Hand at June 27, Total lncreases/ Receipts $6,155.14 2023 $263,036.65 TOTAL $270,827.93 TOTAL $270,827.93 Ideclare under the penalties for perjury that this Final Account, including all attached schedules, has been examined by me and that their contents are true to the best of my information, knowledge, and belief. DatedzJune 27, 2023 pl %M Jay/{Wk John P. Van Valkenburg (MN# 196241) GERTEN & VAN VALKENBURG, P.A. 303 E. Little Canada Road Saint Paul Minnesota 55117 PBT6OO I 9/ 2008 1 62-PR-22-1102 Filed in District Court State of Minnesota 7/6/2023 10:30 AM Court File N0. 62-PR22-1102 Summary Detail EXHIBIT 1: Assets at Date of Death (Schedules from Inventory) Total Value of Real Estate (from Inventory Schedule A) $0.00 Total Value of Stocks, Bonds and Securities $0.00 (from Inventory Schedule B) Total Value of Mortgages, Notes and Cash $264,672.79 (from Inventory Schedule C)' Total Value of Miscellaneous Personal Property $0.00 (from inventory Schedule D) Total Liens and Encumbrances (from all inventory Schedules) $0.00 Total Net Assets at Date of Death (Inventory) $264,672.79 EXHIBIT 2: Increases/Receipts 7 Assets Omitted from Inventory: $0.00 Advances to Estate_ $0.00 Interest $770.14 Dividends $0.00 Dividend Reinvestment. $0.00 Refunds $5,385.00 Gain on Sale of Property $0.00 Miscellaneous Increases/Receipts $0.00 Total Increases/Receipts $6,155.14 TOTAL EXHIBITS 1 AND 2: $270,827.93 EXHIBIT 3: Decreases/ Disbursements Loss on Sale of Property $0.00 Closing Costs $0.00 Maintenance and Selection $0.00 Expenses of Administration $6,211.53 Funeral Expenses $0.00 Expenses of Last Illness $22.83 Taxes $0.00 Payments Made on Mortgage, Contract for Deed and $0.00 Other Liens Other Claims Allowed and Paid $1,556.92, Claims Allowed and Not Paid $0.00 Interim Distributions to Devisees and Heirs $0.00 Miscellaneous Decreases/ Disbursements $0.00 Total Decreases/Disbursements $7,791.28 EXHIBIT 4: Assets on Hand at June 27, 2023 Personal Property On Hand for Distribution $263,036.65 Real Estate On Hand for Distribution $0.00 Total Assets on Hand atJune 27, 2023 $263,036.65 TOTAL EXHIBITS 3 AND 4 $270,827.93 PET600 I 9/ 2008 2 62-PR-22-1102 Filed in District Court State of Minnesota 7/6/2023 10:30 AM Court File No. 62-PR-221102 Page: Exhibit 1-1 Exhibit 1: Assets at Date of Death (Schedules from Inventory) Description' $ Amount: Total Value of Real Estate (from inventory Schedule A)' $0.00 Total Value of Stocks Bonds and Securities (from Inventory Schedule B) $0.00 Total Value of Mortgages, Notes and CaSh (from inventory Schedule C) i$264.672.79' Total Value of Miscellaneous Personal Property (from inventory Schedule $0.00 D), Total Liens and Encumbranc_es (from all lnventorySchedules)E $0.00 Total NetAssets atDate ofDeath~ $264,672.79fi Exhibit 1: Assets at Date of Death (Inventory) 62-PR-22-1102 Filed in District Court State of Minnesota 7/6/2023 10:30 AM Court File No. 62PR221102 Page: Exhibit 21 Exhibit 2: Increases/ Receipts Assets Omitted from Inventory Item No. Description $ Amount TOTAL $ 0.00 Advances to Estate Item Date Description Amount No. TOTAL $ 0.00 Interest Item Date Description Amount No Idea Credit Union Share Savings 1.16 $ 2 dea Credit Union Checking Account $ 19.07 dea Credit Union Money Market Account $ 148.95 4 dea Credit Union Certificates of Deposit $ 565.68 02/28/23 dea Credit Union Savings Account $ 2.48 03/31/23 dea Credit Union Savings Account $ 11.00 04/30/ 23 dea Credit Union Savings Account $ 10.64 8: 05/31/23 dea Credit Union Savings Account $ 11.00 05/31/23 dea Credit Union Savings Account $ 0.16 TOTAL $ 770.14 Dividends Item Date Description Amount No. TOTAL $ 0.00 Dividend Reinvestment item Date Description Amount No TOTAL $ 0.00 Refunds Item Date Description Amount No. 1 US Tax Refund $ 4,516.00 2 MN Tax Refund $ 869.00 TOTAL $ 5,385.00 Exhibit 2: Increases/Receipts 62-PR-22-1102 Filed in District Court State of Minnesota 7/6/2023 10:30 AM Court File No. 62-PR-221102 Page: Exhibit 2-2 Gain on Sale of Property Item Date Description $ Inventory $ Saies Price $ Gain No. Value (Basis) TOTAL $0.00 Miscellaneous Increases/Receipts Item Date Description Amount No. TOTAL $ 0.00 Exhibit 2: Increases/Receipts 62-PR-22-1102 Filed in District Court State of Minnesota 7/6/2023 10:30 AM Court File N0. 62-PR-221102 Page: Exhibit 3-1 Exhibit 3: Decreases/Disbursements Loss on Sale of Property Item Date Description $ Inventory $ Sales Price $ Loss No. Value (Basis) TOTAL wool Closing Costs Item Date Description Amount No. TOTAL $ 0.00 Maintenance and Selection Item Date Description Amount No. TOTAL $ 0.00 Expenses of Administration Item Date Description Amount No 02/13/23 Probate Filing Fee $ 305.00 2 02/ 13/ 23 Postage 10.32 $ 02/13/23 Certified Mailing $ 9.17 02/13/23 Attorney's Fees $ 2,520.00 02/13/23 Probate Publication Fee $ 145.00 02/ 13/ 23 Postage $ 5.22 02/ 13/ 23 Certified Copies of Letters Testamentary $ 33.00 8z 05/04/23 Attorney's Fees $ 973.00 05/04/23 Postage $ 3.15 10 05/04/23 Michelson Tax Accountant $ 250.00 11 06/ 20/ 23 Attorney's Fees $ 1,082.67 12 06/20/23 Attorney's Fees to Close Estate $ 875.00 TOTAL $ 6,211.53 Funeral Expenses Item Date Description Amount No TOTAL $ 0.00 Exhibit 3: Decreases/Disbursements 62-PR-22-1102 Filed in District Court State of Minnesota 7/6/2023 10:30 AM Court File No. 62PR221102 Page: Exhibit 32 Expenses of Last Illness Item Date Description Amount No. 1 11/22/22 Thrifty White Pharmacy $ 22.83 TOTAL $ 22.83 Taxes Item Date Description Amount No. TOTAL $ 0.00 Payments Made on Mortgage, Contract for Deed and Other Liens Item Date Description Amount No. TOTAL $ 0.00 Claims Allowed and Paid Item Date Description Amount No. 1 11/04/22 Returns of Civil Service because of death $ 1,244.78 2 04/10/23 Visa 312.14 $ TOTAL $ 1,556.92 Claims Allowed and Not Paid Item Description Amount No. TOTAL $0.00 Exhibit 3: Decreases/Disbursements 62-PR-22-1102 Filed in District Court State of Minnesota 7/6/2023 10:30 AM Court File No. 62PR22-1102 Page: Exhibit 3-3 Interim Distributions to Devisees and Heirs item Date Description Amount No. TOTAL $ 0.00 Misceilaneous Decreases/Disbursements Item Date Description Amount No. TOTAL $ 0.00 Total Decreases/Disbursements $7,791.28 Exhibit 3: Decreases/ Disbursements 62-PR-22-1102 Filed in District Court State of Minnesota 7/6/2023 10:30 AM Court File No. 62-PR-221102 Page: Exhibit 4-1 Exhibit 4: Assets on Hand at June 27, 2023 Personal Property On Hand For Distribution Item No Source $ Amount 1 Ideal Credit Union Estate Account $262,836.49 2 Ideal Credit Union Personal Account $200.16 TOTAL $263,036.65 Real Estate On Hand for Distribution item No Source $ Amount TOTAL $0.00 Total Assets on Hand at June 27, 2023! $263,036.65 Exhibit 4: Assets on Hand at