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Home My WebLink About03-04-08 ( COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA ORPHANS' COURT DIVISION NO. 21-07-0112 ESTATE OF ROY R. GREEGOR, JR., DECEASED --------------------------------------- --------------------------------------- ACCOUNT OF Marlin R. McCaleb, Administrator ================================================================================ Date of Death: January 4, 2007 Date of Executor's Appointment: February 5, 2007 Date of First Advertisement of Letters: February 16, 2007 Accounting for the Period: January 4, 2007 to March 4, 2008 ================================================================================= Purpose of Account: Marlin R. McCaleb, Administrator, offers this account to acquaint interested parties with the transactions that have occurred during this administration. It is important that the account be carefully examined. additional information or questions or objections can be Requests for ) discussed ;g~-:t>P: . ~ I -:;-"; : .~. ;'J Marlin R. McCaleb Esq. Attorney Identification No. 06353 Law Offices-Marlin R. McCaleb 219 East Main Street Mechanicsburg, PA 17055 I ~- -f") - -j 1'-., r,) 717/691- 7770 GROSS ESTATE (Principal Receipts + Income Receipts) 65,744.01 SUMMARY OF ACCOUNT Estate of Roy R. Greegor, Jr., Deceased For Period of 01/04/2007 through 03/04/2008 Page Current Value Proposed Distributions to Beneficiaries 0.00 PRINCIPAL Re,ceipts: Per Inventory Filed 1-2 Subseq Prn Receipts Net Gain (or Loss) on Sales or Other Disposition 3 Less Disbursements: Debts of Decedent 4 Funeral Expenses 5 Administration Expenses 5 Federal and State Taxes 6 Fees and Commissions 6 Family Exemption 1,128.89 9,070.81 2,744.70 7,126.08 6,000.00 0.00 Balance before Distributions Distributions to Beneficiaries Principal Balance on Hand 7 For Information: Investments Made Changes in Investment Holdings INCOME Receipts: This Account 8 Net Gain (or Loss) on Sales or Other Disposition Less Disbursements Balance Before Distribution Distributions to Beneficiaries Income Balance on Hand 9 Investments Made Changes in Investment Holdings COMBINED BALANCE ON HAND Fiduciary Acquisition Value 0.00 65,568.97 130.61 0.00 65,699.58 26,070.48 39,629.10 0.00 39,629.10 44.43 0.00 44.43 0.00 44.43 0.00 44.43 39,673.53 SCHEDULE A RECEIPTS OF PRINCIPAL CASH: 01/04/07 Cash and coins - in Decedent's possession. 01/04/07 PNC Bank, - Checking Account #5004792749, priincipal balance as of D.O.D. : PERSONAL PROPERTY: 01/04/07 1973 Double D horse trailer - rusted-out floor; carried at no value because estimated cost of towing/repair ($250.00+) exceeds estimated FMV ($50.00); given to Irvin Cooper to dispose of as scrap metal. 01/04/07 1985 Chevrolet Celebrity - 117,235 miles, poor body condition, inspection expired 10/06; carried at no value because estimated cost of towing, inspection and repair ($500.00+) exceeds estimated FMV after repair ($400.00); donated to His Hands Auto Repair Ministry. 01/04/07 Household contents - goods, furniture and furnishings. 01/04/07 Nationwide Mutual Insurance Co., - refund of auto insurance premium. -1- 82.68 202.41 0.00 0.00 100.00 73.60 Fiduciary Acquisition Value 285.09 09/07/07 Walgreen's Pharmacy, - refund. REAL ESTATE/PA: 01/04/07 Mobile home and 4 acres - known and numbered as 1025 Rhoda Boulevard, Monroe Township, Cumberland County, PA, acquired by Decedent by deed dated 08/29/1984, recorded in Deed Book "W", Volume 30, Page 508. SUBSEQUENT PRINCIPAL RECEIPTS: 06/06/07 Real Estate Taxes, - pro-ration of 2006/07 real estate taxes. 110.28 65,000.00 130.61 TOTAL RECEIPTS OF PRINCIPAL............... -2- 283.88 65,000.00 130.61 65,699.58 -------------- -------------- SCHEDULE B GAINS AND LOSSES ON SALES OR OTHER DISPOSITIONS - PRINCIPAL Gain 06/06/07 Murray, Darlene J. & Randy L., - sale of mobile home and real estate Net Proceeds Fid. Acq. Value 65,000.00 65,000.00 0.00 06/25/07 Household contents - distribution of household contents to Karl Stine. Net Proceeds Fid. Acq. Value 100.00 100.00 0.00 Loss TOTAL GAINS AND LOSSES/PRINCIPAL........... 0.00 --- - -- - - - - - - - - - - - - - - - - - - - - -- 0.00 LESS LOSS............................. 0.00 NET GAIN OR LOSS........ . . . . . . . . . . . . . . . . . . . 0.00 -------------- -------------- -3- 01/04/07 01/04/07 01/04/07 01/04/07 01/04/07 01/04/07 01/04/07 02/08/08 02/08/08 SCHEDULE C DISBURSEMENTS OF PRINCIPAL SCHEDULE C-1 DEBTS OF DECEDENT Andorra Radiology, - account payable, medical. Lehigh Anesthesia Associates, P.C., - account payable, medical. Masland Associates, Inc., - account payable, medical. Met-Ed, - account payable, utility. Midwest Center, - account payable, medical. Moffitt Heart & Vascular Group, - account payable, medical. West Shore EMS, - account payable, medical. Carlisle Hospitalists, - account payable, medical. Pinnacle Health Hospital, - account payable, medical. 114.00 56.65 3.52 53.13 463.82 200.53 78.20 119 . 04 40.00 TOTAL DEBTS OF DECEDENT. . . . . . . . . . . . . . . . . . . . . . . . . . . . . -4- 1,128.89 06/06/07 06/25/07 02/22/07 03/01/07 06/06/07 06/06/07 06/06/07 06/06/07 06/06/07 06/06/07 06/06/07 06/06/07 SCHEDULE C-2 FUNERAL EXPENSES Myers Funeral Home, - funeral expense. Carlisle Memorial Service, Inc., - engraving marker. 8,900.81 170.00 TOTAL FUNERAL EXPENSES.................... ...... .... SCHEDULE C-3 ADMINISTRATION EXPENSES Met-Ed, - utility service. Met-Ed, - utility service. Brett Lechthaler, Appraiser, - appraisal of real estate. Cumberland Law Journal, - advertising Letters. Met-Ed, - final utility bill. Mobile home and 4 acres - Realty Transfer Tax on sale of real estate. Mobile home and 4 acres - 2007 CountyjMunicipal real estate tax. Notary Public, - notarizing documents for sale of real estate. Register of Wills, - Letters of Administration, Short Certificates, etc. The Patriot-News, - advertising Letters. -5- 30.45 52.89 175.00 75.00 327.43 650.00 161.91 5.00 201. 50 127 . 74 9,070.81 06/25/07 07/05/07 08/22/07 10/01/07 02/26/08 10/01/07 07/05/07 02/26/08 Karl Stine, - removal and disposition of contents of mobilehome. 350.00 PNC Bank, - check printing charge. 24.99 Ginger Manning, - reimbursement for cards, Notices, funeral display. 282.79 Register of Wills, - filing Inventory and Appraisement. 30.00 Register of Wills, - Reserve for final administration expenses (filing Account, Notices, etc.). 250.00 TOTAL ADMINISTRATION EXPENSES......... ... ...... ..... SCHEDULE C-4 FEDERAL AND STATE TAXES Register of Wills, Agent - Pennsylvania Inheritance Tax. 7,126.08 TOTAL FEDERAL AND STATE TAXES........ .... ........... SCHEDULE C-5 FEES AND COMMISSIONS Marlin R. McCaleb, Esquire, - payment on account of attorney's fees. 3,000.00 Marlin R. McCaleb, Esq., - Reserve for attorney's fees. 3,000.00 TOTAL FEES AND COMMISSIONS...... ... ................. TOTAL DISBURSEMENTS OF PRINCIPAL........... .., ... ... -6- 2,744.70 7,126.08 6,000.00 26,070.48 PRINCIPAL BALANCE ON HAND Current Value # Units Description or as Noted Checking Account Certificate 12,879.10 30,000.00 Fiduciary Acquisition Value 12,879.10 30,000.00 42,879.10 42,879.10 =============== =============== -7- SCHEDULE G RECEIPTS OF INCOME SCHEDULE G-2 INTEREST PNC Bank, 07/13/07 08/13/07 09/12/07 10/12/07 11/13/07 12/12/07 01/14/08 02/12/08 4.82 5.28 4.62 5.55 6.29 5.70 6.48 5.69 TOTAL INTEREST INCOME....... .... .......... TOTAL RECEIPTS OF INCOME...... ...... ...... -8- 44.43 44.43 -------------- -------------- 44.43 -------------- -------------- II Units Description Checking Account INCOME BALANCE ON HAND Current Value or as Noted 44.43 Fiduciary Acquisition Value 44.43 44.43 44.43 --------------- --------------- --------------- --------------- -9- AFFIDAVIT Marlin R. McCaleb hereby certifies and says: that I am the Administrator of the Estate of Roy R. Greegor, Jr., Deceased; that I am the Accountant herein; that I have fully and faithfully discharged the duties of my office; that the foregoing accounting is true, correct and complete; that the attached list or schedule (*) contains the names, addresses and amounts due unpaid creditors having given notice of their claims; that the attached list or schedule (**) contains the names and addresses of all persons interested in the distribution of the said Estate; that there are no unpaid claimants or persons interested in the distribution of the Estate who have given notice to the Administrator and who are not listed herein; and that the facts set forth in the foregoing Account are true and correct to the best of my knowledge, information and belief. I understand that false statements herein are made subject to the penalties of 18 Pa.C.S., sectionta4904~., rel~t#' ~to unsw. n falsification authorities. Date: March 4, 2008 Marlin R. McCaleb Administrator to * UNPAID CREDITORS 1. AFNI, Inc. 404 Brock Drive P.O. Box 3097 Bloomington, IL Amount of Claim: (Claim barred by Limitations. ) 61702-3097 $236.89 Statute of 2. Phillips & Cohen Associates, Ltd. 258 Chapman Road, Suite 205 Newark, DE 19702 Amount of Claim: $4,350.82 (Claim believed to be barred by Statute of Limitations; Claimant refuses to provide information.) 3. Lancaster HMA Phys. Mgmt. Cent. Pen. P.O. Box 619 East Petersburg, PA 17520-0619 Amount of Claim: Unknown (Claimant refuses to provide information.) ** PERSONS INTERESTED IN ESTATE: 1. Gladys V. Manning 64 Ashburg Drive Mechanicsburg, PA 17055 2. Estate of Pearl G. Mickey, Deceased Robert R. Louer, Executor 224 State Street Middletown, PA 17057 -10- 3. Estate of Paul L. Russell, Deceased Paula Hildebrandt, Executrix c/o David H. Stone, Esquire Stone, LaFaver & Shekletski P.o. Box E New Cumberland, PA 17070 4. Darlene Shultz 6119 Redwing Avenue Englewood, FL 34224 5. Cathie G. Zimmerman 900 Cranes Gap Road Carlisle, PA 17013 6. Vonnie K. Sheaffer 120 Alters Road Carlisle, PA 17013 7. Lana L. Naugle P.O. Box 282 Scotland, PA 17254 8. Jean L. Sauve 16 Longview Drive Mechanicsburg, PA 17055 -11- STATEMENT OF PROPOSED DISTRIBUTION BY MARLIN R. McCALEB, ADMINISTRATOR OF THE ESTATE OF ROY R. GREEGOR, JR., LATE OF THE TOWNSHIP OF MONROE, CUMBERLAND COUNTY, PENNSYLVANIA, DECEASED MARLIN R. McCALEB, Administrator of the Estate of Roy R. Greegor, Jr., Deceased, proposes to distribute the balance of said Estate in his hands, to wit: $39,673.53, in accordance with Section 2103(5) of the Probate, Estates and Fiduciaries Code of Pennsylvania (20 Pa.C.S. 2103(5)), as follows: TO: Gladys V. Manning 64 Ashburg Drive Mechanicsburg, PA 17055 $ 6,612.26 Estate of Pearl G. Mickey, Deceased Robert R. Louer, Executor 224 State Street Middletown, PA 17057 6,612.26 Estate of Paul L. Russell, Deceased Paula Hildebrandt, Executrix c/o David H. Stone, Esquire Stone, LaFaver & Shekletski P.O. Box E New Cumberland, PA 17070 6,612.26 Darlene Shultz 6119 Redwing Avenue Englewood, FL 34224 6,612.25 Cathie G. Zimmerman 900 Cranes Gap Road Carlisle, PA 17013 2,204.09 Vonnie K. Sheaffer 120 Alters Road Carlisle, PA 17013 2,204.08 Lana L. Naugle P.O. Box 282 Scotland, PA 17254 2,204.08 Jean L. Sauve 16 Longview Drive Mechanicsburg, PA 17055 6,612.25 TOTAL TO BE DISTRIBUTED: $39,673.53 -12- AFFIDAVIT MARLIN R. McCALEB, hereby certifies and says: that he is the Administrator of the Estate of Roy R. Greegor, Jr., Deceased; and that the facts set forth in the foregoing Statement of Proposed Distribution are true and correct to the best of his knowledge, information and belief. I understand that false statements herein are made subject to the ::::~;:::::f4~82::8C.S., Section 4904, ~~~cation Marlin R. McCaleb Administrator to -13- DECEDENT'S ESTATE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA ORPHANS' COURT DIVISION ESTATE OF ROY R. GREEGOR, JR. , DECEASED ,-, r.....' :. } C' t~.<) No. 21-07-0112 I ~.- ~1 PETITION FOR ADJUDICATION / ST A TEMENT OF PROPOSED DISTRIBUTION PURSUANT TO Pa. O.C. Rule 6.9 :: -.:. /",) This form may be used in all cases involving the Audit of the Account of a Decedent's Estate. If space is insufficient, riders may be attached. Attach the spouse's election, if any; the papers required under items 8-19 inclusive; and any instrument pertinent to the adjudication. INCLUDE ATTACHMENTS AT THE BACK OF THIS FORM. Name of Counsel: Marlin R. McCaleb, Esquire Supreme Court I.D. No.: 06353 Name of Law Firm: Law Offices - Marlin R. McCaleb Address: 219 East Main Street, P.O. Box 230, Mechanicsburg, PA 17055-0230 Telephone: Fax: (717) 691-7772 (717) 691-7770 Form OC-OI rev. 10.13.06 Page 1 of 10 Estate of Roy R. Greegor, Jr. , Deceased 1. Name(s) and addressees) ofPetitioner(s): Name: Marlin R. McCaleb 219 East Main Street Address: P.O. Box 230 Mechanicsburg, PA 17055-0230 Identify any executors or administrators who have not joined in the Petition for Adjudication and Statement of Proposed Distribution and state reason: None Is this the first accounting by this fiduciary? . . . . . . . . . . . . . . . . . . . .. IQj Yes 0 No If not, identify prior accountings, the accounting periods covered, and the date of adjudication of the prior accounting. 2. Decedent died on January 4, 2007 o Letters Testamentary or I9Letters of Administration were granted to Petitioner(s) on February 5, 2007 Date of Will (if applicable): N/A Date(s) ofCodicil(s) (ifapplicable): N/A Date of probate (if different from date Letters granted): Was a bond required? DYes iii No If yes, state amount: Are proofs of advertising of the grant of Letters attached? ......... 8 Yes 0 No Dates of advertising of the grant of Letters: see proofs Form OC-OI rev. 10.13.06 Page 2 of 10 Estate of Roy R. Greegor, Jr. , Deceased 3. Was decedent survived by a spouse? . . . . . . . . . . . . . . . . . . . . . . . . . . . " DYes kJ No If yes, name of the surviving spouse: 4. Has the surviving spouse filed to take an elective share? .. ~(~. . . . . . .. DYes D No (See Section 2201 et seq. of the Probate, Estates and Fiduciaries Code) If yes, date of election: 5. In the case of an intestacy, state the names of the decedent's surviving children or surviving issue of deceased children arnone, so state): No surviving children or issue. 6. DiddecedentmarryafterexecutionofWillorCodicil(s)? .~!~...... DYes D No Were any children born to decedent after execution of Will or Codicil(s)? ... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .~/~. . . . . . . DYes D No If yes, give names and dates of birth: Name: Date of Birth: 7. If required by the Medical Assistance Estate Recovery Act, 62 P.S. S 1412, was a request for a statement of claim sent to the Department of Public Welfare? .. . . . . . . . . . . . . . . . . . . . . . . . . . . ., (i]Yes D No Form OC-OJ rev. 10.13.06 Page 3 of 10 Estate of Roy R. Greegor, Jr. , Deceased 8. Written notice of the Audit as required by Pa. a.c. Rules 6.3, 6.7 and 6.8 has been or will be given to all parties in interest listed in item 9 below, all unpaid creditors and all claimants listed in item 10 below. In addition, notice of any questions requiring Adjudication as discussed in item 14 below has been or will be given to all persons affected thereby. A. If Notice has been given, attach a copy of the Notice as well as a list of the names and addresses of the parties receiving such Notice. See attached Schedule B.A. B. If Notice is yet to be given, a copy of the Notice as well as a list of the names and addresses of the parties receiving such Notice shall be submitted at the Audit together with a statement executed by a Petitioner or counsel certifying that such notice has been given. C. If any person entitled to Notice is not sui juris (e.g., minors or incapacitated persons), Notice of the Audit has been or will be given to the appropriate representative on such party's behalf as required by Pa. a.c. Rule 5.2. D. If any charitable interest is involved, Notice of the Audit has been or will also be given to the Attorney General as required under Pa. a.c. Rule 5.5. In addition, the Attorney General's clearance certificate (or proof of service of Notice and a copy of such Notice) must be submitted herewith or at the Audit. 9. List all parties (charitable and non-charitable) of whom Petitioner(s) has/have notice or knowledge, having or claiming any interest in the estate as beneficiaries under the Will or Codicil(s) or as intestate heirs if there is a complete or partial intestacy: A. State each party's relationship to the decedent and the nature of each party's interest(s): Name and Address of Each Party in Interest Relationshio and Comments, if any Interest See attached Schedule 9.A. Form OC-OJ rev. /0.13.06 Page 4 of 10 Estate of Roy R. Greegor, Jr. , Deceased Name and Address of Each Partv in Interest Relationship and Comments, if anv Interest B. Identify each party who is not sui juris (e.g., minors or incapacitated persons). For each such party, give date of birth, the name of each Guardian and how each Guardian was appointed. If no Guardian has been appointed, identify the next of kin of such party, giving the name, address and relationship of each. N/A C. State why a Petition for GuardianlTrustee Ad Litem has or has not been filed for this Audit (~ee Pa. D.C. Rule 12.4). N/A D. If distribution is to be made to the personal representative of a deceased party, state date of death, date and place of grant of Letters and type of Letters granted. 1. Pearl G. Mickey died on January 13, 2007. Letters Testamentary were issued on January 19, 2007, by the Register of Wills of Cumberland County, Pennsylvania, to Robert R. Lauer, Sr. (File No. 21-07-0068). 2. Paul L. Russell died on December 3, 2007. Letters Testamentary were issued on December 11, 2007, by the Register of Wills of Cumberland County, Pennsylvania, to Paula Hildebrandt (File No. 21-07-1120). Form OC-01 rev. 10.13.06 Page 5 of IO Estate of Roy R. Greegor, Jr. , Deceased 10. Other than the claim for the family exemption, list the names of all known claimants and the amount of their claims and state whether each claim is admitted. P E Name and Address of Each Claimant Amount of Claim Claim Will Claim Admitted? Be Paid In Full? FNI, Inc. $236.89 DYes DYes 04 Brock Drive IXJNo filNo .0. Box 3097 loomington, IL 61702-3097 hill ips & Cohen Assocs., Ltd. $4,350.82 DYes ~Yes 58 Chapman Rd. , Suite 205 ItnNo No ewark, DE 19702 ancaster HMA Phys. Mgmt. Unknown DYes DYes of Central Pennsylvania fK]No III No .0. Box 619 ast Petersburg, PA 17520-0619 DYes DYes DNo DNo A 4 P B P 2 N L If the estate is insolvent, attach a schedule setting forth the order of preference under 20 Pa.C.S. S 3392 and the proposed payments. 11. Was family exemption claimed? DYes filNo Was family exemption allowed? DYes DNo Family exemption claimant's name and relationship: Name: Relationship: Form DC-OJ rev. JO.13.06 Page 6 of 10 Estate of Roy R. Greegor, Jr. , Deceased 12. The amount of Pennsylvania Transfer Inheritance Tax and additional Pennsylvania Estate Tax paid, the date(s) ofpayment(s), and the interest(s) upon which paid, are as follows: Date Payment Interest October 3, 2007 $7,126.08 entire Estate 13. On the date of death, was the decedent a fiduciary (personal representative, trustee, guardian, agent under power of attorney) or surety on the bond of a fiduciary? .. . . . . . . . . . . . . . . . . . D Yes Ilrn No If yes, provide the name of the estate, indicate whether an account has been filed and confirmed absolutely and all awards performed, or, in the alternative, how the decedent's estate will be discharged for the decedent's fiduciary administration of the estate. 14. A. Describe in detail any questions requiring adjudication and state the position of the Petitioner(s) as to each question: None B. Has notice of the question requiring adjudication been given to the parties identified in Paragraph 9 above? ........... ~(~. . . . DYes D No 15. IfPetitioner(s) has/have knowledge that a share has been assigned, renounced, disclaimed or attached, provide a copy of the assignment, renunciation, disclaimer or attachment, together with any relevant supporting documentation. N/A Form DC-OJ rev. JO.13.06 Page 7 of 10 Estate of Roy R. Greegor, Jr. , Deceased 16. Had the decedent been adjudicated an incapacitated person? . . . . . . . . . . DYes Id: No If yes, attach a copy of the Order if available; otherwise state the Court, term, number, date, and name of Hearing Judge. 17. A. List or attach a separate list of additional receipts and disbursements since the closing date of the Account. N/A B. Has notice of the additional receipts and disbursements been given to the parties identified in Paragraph 9 above? ............. DYes D No N/A 18. If a reserve is requested, state amount and purpose. $250.00 Amount: Purpose: filing Account, other final expenses. Amount: $3,000.00 Purpose: final attorney's fee. If a reserve is requested for counsel fees, has notice of the amount of fees to be paid from the reserve been given to the parties in interest? ........................................ E'aYes DNo If so, attach a copy of the notice. see attached Schedule 18. 19. Is the Court being asked to direct the filing of a Schedule of Distribution? DYes GINo As to real estate only? ..... .~!~.. .. .. .. .. " .. . . ... . ... . . .... .. DYes DNo Form DC-OJ rev. JO.13.06 Page 8 of 10 Estate of Roy R. Greegor, Jr. , Deceased Wherefore, your Petitioner(s) ask(s) that distribution be awarded to the parties entitled and suggest(s) that the distributive shares of income and principal (residuary shares being stated in proportions, not amounts) are as follows: A. Income: Proposed Distributee(s) Amount/Proportion see attached Schedule 9.A B. Principal: Proposed Distributee(s) Amount/Proportion see attached Schedule 9.A Submitted By: (All petitioners must sign. Add additional lines ifnecessary): {:~~ Name of Petitioner: Marlin R. McCaleb, ADministrator Name of Petitioner: Form DC-OI rev. 10.13.06 Page 9 of 10 Roy R. Greegor, Jr. , Deceased Estate of Verification of Petitioner (Verification must be by at least one petitioner.) The undersigned hereby verifies *~XzmllXxxxxxxxxi:sXlJCtKxxxxxxxxxxxxxxxxxxxxxx ~~~~~~~xxxxxxxxxxxxxxxxxxxxxxxxxxxxx~ that the facts set forth in the foregoing Petition for Adjudication / Statement of Proposed Distribution which are within the personal knowledge of the Petitioner are true, and as to facts based on the information of others, the Petitioner, after diligent inquiry, believes them to be true; and that any false statements herein are made subject to the penalties of 18 Pa. C.S. S 4904 (relating to unsworn falsification to authorities). di~~ Signature of PetItioner Marlin R. McCaleb * Corporate petitioners must complete bracketed information. Certification of Counsel The undersigned counsel hereby certifies that the foregoing Petition for Adjudication! Statement of Proposed Distribution is a true and accurate reproduction of the form Petition authorized by the Supreme Court, and that no changes to the form have been made beyond the responses herein. 6~~ Signature of C unsel for PehtlOner Marlin R. McCaleb, Esq. Form aC-01 rev, 10,13,06 Page 10 of 10 STATEMENT OF PROPOSED DISTRIBUTION BY MARLIN R. McCALEB, ADMINISTRATOR OF THE ESTATE OF ROY R. GREEGOR, JR., LATE OF THE TOWNSHIP OF MONROE, CUMBERLAND COUNTY, PENNSYLVANIA, DECEASED MARLIN R. McCALEB, Administrator of the Estate of Roy R. Greegor, Jr., Deceased, proposes to distribute the balance of said Estate in his hands, to wit: $39,673.53, in accordance with Section 2103(5) of the Probate, Estates and Fiduciaries Code of Pennsylvania (20 Pa.C.S. 2103(5)), as follows: TO: Gladys v. Manning 64 Ashburg Drive Mechanicsburg, PA 17055 $ 6,612.26 Estate of Pearl G. Mickey, Deceased Robert R. Louer, Executor 224 State Street Middletown, PA 17057 6,612.26 Estate of Paul L. Russell, Deceased Paula Hildebrandt, Executrix c/o David H. Stone, Esquire Stone, LaFaver & Shekletski P.O. Box E New Cumberland, PA 17070 6,612.26 Darlene Shultz 6119 Redwing Avenue Englewood, FL 34224 6,612.25 Cathie G. zimmerman 900 Cranes Gap Road Carlisle, PA 17013 2,204.09 vonnie K. Sheaffer 120 Alters Road Carlisle, PA 17013 2,204.08 Lana L. Naugle P.O. Box 282 Scotland, PA 17254 2,204.08 Jean L. Sauve 16 Longview Drive Mechanicsburg, PA 17055 6,612.25 TOTAL TO BE DISTRIBUTED: $39,673.53 -12- AFFIDAVIT MARLIN R. McCALEB, hereby certifies and says: that he is the Administrator of the Estate of Roy R. Greegor, Jr., Deceased; and that the facts set forth in the foregoing Statement of Proposed Distribution are true and correct to the best of his knowledge, information and belief. I understand that false statements herein are made subject to the ~~~~~;t~~e~f 18 P..C.S., Section 4904, r~~~~:~lS~f~c.tion Date: March 4, 2008 ~~ Marlin R. McCaleb Administrator to -13- PROOF OF PUBLICATION OF NOTICE IN CUMBERLAND LAW JOURNAL (Under Act No. 587, approved May 16, 1929), P. L.1784 COMMONWEALTH OF PENNSYLVANIA ss. COUNTY OF CUMBERLAND Lisa Marie Coyne, Esquire, Editor of the Cumberland Law Journal, of the County and State aforesaid, being duly sworn, according to law, deposes and says that the Cumberland Law Journal, a legal periodical published in the Borough of Carlisle in the County and State aforesaid, was established January 2, 1952, and designated by the local courts as the official legal periodical for the publication of all legal notices, and has, since January 2, 1952, been regularly issued weekly in the said County, and that the printed notice or publication attached hereto is exactly the same as was printed in the regular editions and issues of the said Cumberland Law Journal on the following dates, VIZ: February 16, and February 23, and March 2, 2007 Affiant further deposes that he is authorized to verify this statement by the Cumberland Law Journal, a legal periodical of general circulation, and that he is not interested in the subject matter of the aforesaid notice or advertisement, and that all allegations in the foregoing statements as to time, place and character of publication are true. Greegor, Roy R. a/k/a Roy R. Greegor, Jr. a/k/a Roy Greegor, Jr. a/k/a Roy Richard Greegor, Jr., dec'd. Late of Monroe Township. Administrator: Marlin R. Mc- Caleb, Esquire, 219 East Main Street, P.O. Box 230, Mechanics- burg, PA 17055. Attorney: Marlin R. McCaleb, Esquire, 219 East Main Street, P.O. Box 230, Mechanicsburg, PA 17055. SWORN TO AND SUBSCRIBED before me this 2 day of March, 2007 Schedule 2 THE PATRIOT NEWS THE SUNDAY PATRIOT NEWS Proof of Publication Under Act No. 587, Approved May 16, 1929 Commonwealth of Pennsylvania, County of Dauphin} ss Joseph A. Dennison, being duly sworn according to law, deposes and says: That he is the Assistant Controller of The Patriot News Co., a corporation organized and existing under the laws of the Commonwealth of Pennsylvania, with its principal office and place of business at 812 to 818 Market Street, in the City of HalTisburg, County of Dauphin, State of Pennsylvania, owner and publisher of The Patriot- News and The Sunday Patriot-News newspapers of general circulation, printed and published at 812 to 818 Market Street, in the City, County and State aforesaid; that The Patriot-News and The Sunday Patriot-News were established March 4th, 1854, and September 18th, 1949, respectively, and all have been continuously published ever smce; That the printed notice or publication which is securely attached hereto is exactly as printed and published in tlleir regular daily and/or Sunday/ Metro editions which appeared in tl1e 14th, 21st and 28th day(s) of February 2007. That neither he nor said Company is interested in the subject matter of said printed notice or advertising, and that all of the allegations of this statement as to the time, place and character of publication are true; and That he has personal knowledge of the facts aforesaid and is duly authorized and empowered to verify this statement on behalf of The Patriot-News Co. aforesaid by virtue and pursuant to a resolution unanimously passed and adopted severally by the stockholders and board of directors oftl1e said Company and subsequently duly recorded in the office for the Recording of Deeds in and for said County of Dauphin in Miscellaneous Book "M", Volume 14, Page 317. PUBLICATION COpy S~~;;;;~~~~~~;o~J.~~~~i~~;;..~..... Notarial Seal Terry L. Russell, Notary. Public City 0\ Harrisburg, Dauphin Coun mission Expl s June , 0 0 Estate Notices [\'Jest) ':.:,....>:.......':..::::<......,:.::..:.<:..,:..",...'.'.>....:'.......,...::.:..:,..:. ADMINISTRATOR'S NOTICE ' Letters of Administration on the Es- tate of ROY R. GREEGOR. a/kla ROY R GREEGOR., JRd ,a/kla"ROY GREEGOR. JR.. a/kla ROY RICHARD GREEGOR. JR.. late of Monroe Town- ship. Cumberland County. pennsvlvo-. nla. . deeeased. having been granted to the undersigned. all persons Indebted to said Estate are requested to make pay- ment and those havIng claims will pres- ent them for settlement to: . Marlin R. MCCClleb, Esquire, Administrator: '~,,,, . , 219 East Main street ", P.O. Box 231 055' Mechanlcsburv, PennsYlvania 17 MARLIN R. MCCALEB, ESQUIRE 219 EAST MAIN STREET P.O. BOX 230 MECHANICSBURG, P A. 17055 Schedule 2 LAW OFFICES MARLIN R. McCALEB IN RE: ESTATE OF ROY R. GREEGOR, JR., Deceased Estate No. 21-97-0012 TO: ALL CREDITORS AND PARTIES IN INTEREST NOTICE OF FILING ACCOUNT Notice is hereby given that the First and Final Account and Statement of Proposed Distribution of Marlin R. McCaleb, Administrator of the Estate of the above-named decedent, were filed in the Office of the Register of Wills of Cumberland County! Pennsylvania! on March 4! 2008. Unless objections or exceptions thereto are filed in writing with the said Register of Wills beforehand, said Account will be presented to the Court of Common Pleas of Cumberland County, Pennsylvania! Orphans! Court Division, for confirmation on Tuesday, April 22, 2008! at 9:30 o'clock A.M.! prevailing time, in Court Room No. 1, Cumberland County Courthouse! Carlisle, Pennsylvania. It is not necessary for you to be present unless you object or except to the administration of the estate as reported in these documents. A copy of the Account and Statement of Proposed eJ~ Marlin R. McCaleb, Administrator 219 East Main Street P.O. Box 230 Mechanicsburg, PA 17055 (717) 691-7770 Distribution is enclosed. Date: March 4! 2008 Schedule 8.A AFFIDAVIT Marlin R. McCaleb hereby certifies and says: that I am the Administrator of the Estate of Roy R. Greegor, Jr., Deceased; that I am the Accountant herein; that I have fully and faithfully discharged the duties of my office; that the foregoing accounting is true, correct and complete; that the attached list or schedule (*) contains the names, addresses and amounts due unpaid creditors having given notice of their claims; that the attached list or schedule (**) contains the names and addresses of all persons interested in the distribution of the said Estate; that there are no unpaid claimants or persons interested in the distribution of the Estate who have given notice to the Administrator and who are not listed herein; and that the facts set forth in the foregoing Account are true and correct to the best of my knowledge, information and belief. I understand that false statements herein are made subject to the ::::;~t::::: :~ ::o:.S.' Section ~~~ ~alSification Marlin R. McCaleb Administrator to * UNPAID CREDITORS 1. AFNI, Inc. 404 Brock Drive P.O. Box 3097 Bloomington, IL Amount of Claim: (Claim barred by Limitations. ) 61702-3097 $236.89 Statute of 2. Phillips & Cohen Associates, Ltd. 258 Chapman Road, Suite 205 Newark, DE 19702 Amount of Claim: $4,350.82 (Claim believed to be barred by Statute of Limitations; Claimant refuses to provide information.) 3. Lancaster HMA Phys. Mgmt. Cent. Pen. P.O. Box 619 East Petersburg, PA 17520-0619 Amount of Claim: Unknown (Claimant refuses to provide information.) ** PERSONS INTERESTED IN ESTATE: 1. Gladys V. Manning 64 Ashburg Drive Mechanicsburg, PA 17055 2. Estate of Pearl G. Mickey, Deceased Robert R. Louer, Executor 224 State Street Middletown, PA 17057 -10- Schedule 8.A 3. Estate of Paul L. Russell, Deceased Paula Hildebrandt, Executrix c/o David H. Stone, Esquire Stone, LaFaver & Shekletski P.o. Box E New Cumberland, PA 17070 4. Darlene Shultz 6119 Redwing Avenue Englewood, FL 34224 5. Cathie G. Zimmerman 900 Cranes Gap Road Carlisle, PA 17013 6. Vonnie K. Sheaffer 120 Alters Road Carlisle, PA 17013 7. Lana L. Naugle P.O. Box 282 Scotland, PA 17254 8. Jean L. Sauve 16 Longview Drive Mechanicsburg, PA 17055 -11- Schedule B.A ESTATE OF ROY R. GREEGOR, JR. Name and Address 1. Gladys V. Manning 64 Ashburg Drive Mechanicsburg, PA 17055 2. Estate of Pearl G. Mickey Robert R. Louer, Executor 224 State Street Middletown, PA 17057 3. Estate of Paul L. Russell Paula Hildebrandt, Executrix c/o David H. Stone, Esquire Stone, LaFaver & Shekletski P.O. Box E New Cumberland, PA 17070 4. Darlene Shultz 6119 Redwing Avenue Englewood, FL 34224 5. Cathie G. Zimmerman 900 Cranes Gap Road Carlisle, PA 17013 6. Vonnie K. Sheaffer 120 Alters Road Carlisle, PA 17013 7. Lana L. Naugle P.O. Box 282 Scotland, PA 17254 8. Jean L. Sauve 16 Longview Drive Mechanicsburg, PA 17055 SCHEDULE 9.A BENEFICIARIES Relationship Share of Estate aunt one-sixth (1/6th) aunt one-sixth (1/6th) uncle one-sixth (1/6th) cousin one-sixth (1/6th) cousin one-eighteenth (1/18th) cousin one-eighteenth (1/18th) cousin one-eighteenth ( 1/18th) cousin one-sixth (1/6th) LAW OFFICES ~~~~ FRANKEB.ERGER PLACE 219 EAST MAIN STREET P.O. BOX 230 MECHAN1CSBURG, PENNSYLVANIA 17055 717 691-7770 FAX 691-7772 March 4, 2008 To: The Next-of-Kin of Roy R. Greegor, Deceased Dear Next-of-Kin: Earlier today I filed my First and Final Account and Statement of Proposed Distribution in the Estate of Roy R. Greegor, Jr., Deceased, with the Register of Wills of Cumberland County, Pennsylvania. Enclosed is a Notice of Filing Account, together with a copy of that Account and Statement of Proposed Distribution. When we began this administration, I informed you that my charges for my services would be based upon the amount of time and work involved, at an hourly rate of $150.00. Last September, as I was preparing the Pennsylvania inheritance tax return, I had to estimate what my charges would be so that they could be included on that tax return. Based upon the information then available to me, I estimated a total of 40 hours for my services and calculated my estimated fee. on that basis. Enclosed is my invoice setting forth my services in greater detail. You will notice that the actual total amount of time is slightly greater than my estimate of last September. Neverthe- less, I will abide by the original estimate because that is the amount that was approved by the Pennsylvania Department of Revenue. If you have any questions about the Account, the Proposed Distribution or the enclosed invoice, please don't hesitate to contact me. Very truly yours, tidt~ Marlin~~caleb MRM/eaj Enclosures Schedule 18 LAW OFFICES ~~ Jtkfea1e6- FRANKEBERGERPLACE 219 EAST MAIN STREET PO. BOX 230 MECHANICSBURG, PENNSYLVANIA 17055 717691-7770 FAX 691-7772 March 4, 2008 Estate of Roy R. Greegor, Jr. Marlin R. McCaleb, Administrator For Professional Services Rendered 1. Petition for Probate; Draft and File Renunciations; Notices to Beneficiaries; Certification of Notice; Preparation and Filing of Inventory; Preparation and Filing Appraisement; Preparation and Filing First and Final Account; Preparation and Filing Petition for Adjudication; Notices. 2. Sale of Real Estate; Research Tax Mapping; Research Land Records; Telephone Conferences with Appraiser; Review Real Estate Appraisal; Correspondence with Interested Parties; Review Offers to Purchase; Preparation of Agreement of Sale; Preparation of Seller's Disclosure Form; Lien Search; Review Real Estate File; Telephone Conferences with Members 1st Federal Credit Union; Preparation and Drafting of Deed; Review Proposed HUD-l Settlement Statement; Settlement. 3. Office Consultations with Next-of-Kin; Telephone Conferences with Next-of-Kin; Correspondence with Next-of-Kin. 4. Site Visits to Decedent's Mobilhome. 5. Open Estate Bank Account; Record Receipts and Deposits; Issuance of Checks; Review and Reconcile Bank Statements. 6. Transfer of Car; Internet Search for Donees; Site Visit to Inspect Car; Telephone Conferences with His Hands Auto Repair Ministry; Transfer of Title. Schedule 18 10.50 hrs. 11.50 7.25 4.00 6.50 2.00 7. Identification of Creditors; Review Bills and Invoices; Correspondence and Telephone Conferences with Creditors; Review and Analyze Claims. Total: Amount Billed: Credit: Payment on Account (7/5/07) Balance: Schedule 18 2.00 43.75 hrs. $6,000.00 3,000.00 $3,000.00