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HomeMy WebLinkAbout04-09-08 1) \ l)~t) ~ \'~L\~~S FIRST AND FINAL ACCOUNT OF JOYCE ANN ANDERSON, EXECUTRIX OF THE LAST WILL AND TESTAMENT OF MELISSA M. ROHRER LATE OF 8 CEDAR STREET, NEWVILLE, CUMBERLAND COUNTY, PENNSYLVANIA, DECEASED DATE OF DEATH: LETTERS TESTAMENTARY ADVERTISED: June 12,2006 CUMBERLAND LAW JOURNAL Jan. 19,26 and Feb. 2, 2007 FILE NUMBER: 21-.2006-0576 THE SENTINEL Jan. 26 and Feb. 2,9,2007 PRINCIPAL RECEIVED - REAL ESTATE Accountant charges herself with the following principal amounts received: Date 2006 12-Jun 8 Cedar Street, Newville, Cumberland County, Pennsylvania (Gross Sale Price before mortgage and closing costs.) (Note: Net Proceed from sale equal $9,617.36) 102,000.00 TOTAL PRINCIPAL RECEIVED. REAL ESTATE 102,000.00 PRINCIPAL RECEIVED - PERSONAL PROPERTY~o r}~p Accountant charges herself with the following principal amounts received: .~-; ?~ ,--_,~'-< 0 .-.'.:::::ill Date ,--' ::0 ::':;1 -I .J> 2006 12-Jun Adams County National Bank: Savings Account No: 9120955 Accrued Interest to Date of Death 12-Jun Adams County National Bank: Checking Account No: 2187531 ($2.14) (Joint with Adam Rohrer - Not an Asset of Estate) First and Final Account - Estate of Melissa M. Rohrer N <:::::> <:::::> Cp ;;boo -0 ::u I \.0 _~;:1 j. ;."' ('j !~f \....1 :n. ::Jt ~ <J1 ~ 761.87 0.77 Page 1 12-Jun Orrstown Bank: Checking Account No: 108006363 550.47 Accrued Interest to Date of Death N/A 12-Jun One-Half Interest in 1999 Mitsubishi Automobile Owned with Adam F. Rohrer - Abandoned 0.00 12-Jun Claim for Loan to William Stanley Abandoned (Claim to be Distributed "In-Kind" one-half to each beneficiary) 12-Jun Household Furnishings of Melissa M. Rohrer: Portion Removed by / Distributed to Adam F. Rohrer 500.00 Portion Removed by / Distributed to Robert S. Hostler 500.00 12-Jun Cash in Wallett 3.94 29-Jun U .S. Treasury - Refund 26.62 12-Jul U .S. Treasury - Refund 19.49 12-Jul U .S. Treasury - Refund 5,564.02 26-Jul Refund - Penna. Virtual Charter School 96.00 19-5ep Refund - SafeAuto (Received by credit to checking account 108006363) 160.00 18-0ct Refund - First Premium Bank 6.58 18-0ct Refund - Homeowners Loan Corp 489.79 22-Nov Refund - Waste Management 53.80 9- Dec Sale of 1984 Dodge Truck 200.00 9- Dec Sale of 2001 Volkswagen Turbo Bug 5,500.00 TOTAL PRINCIPAL RECEIVED - PERSONAL PROPERTY 14,433.35 INCOME RECEIVED Accountant charges herself with the following income amounts received: Date First and Final Account - Estate of Melissa M. Rohrer Page 2 2006 7-Aug Additional Interest on Adams/Farmers National Bank Savings account earned between DOD and closing TOTAL INCOME RECEIVED DISBURSEMENTS Accoutant claims credit for the following amounts paid: Date 2006 20-Jul 20-Jul 20-Jul 20-Jul 20-Jul 20-Jul 20-Jul 20-J ul 20-Jul lO-Aug 12-Sep 12-Sep 12-Sep 18-Sep Automatic Debit to Orrstown Checking Account Difference between DOD balance and closing balance First Premier Bank Comcast Cable Embarq (Sprint) PP&L State Farm Insurance Betty L. Hockensmith - Tax Collector Frey & Tiley - Reimburse for advance of Probate Fee Egger Funeral Home, Inc. - Payment on Account Centex Home Equity - Mortgage Payments Nationstar - Mortgage Payment Newville Water & Sewer Authority PP&L State Farm Insurance First and Final Account - Estate of Melissa M. Rohrer 0.50 0.50 126.20 64.23 69.50 44.67 140.64 134.13 1,124.96 62.00 2,000.00 1,258.47 613 .89 335.40 224.21 71.66 Page 3 18-0ct Nationstar - Mortgage Payment 644 .58 19-0ct State Farm Insurance 44.82 I-Nov Nationstar - Mortgage Payment 613 .89 14-Nov State Farm Insurance 38.83 9- Dee C.A. Caple - Auctioneer 951.50 9-Dec Nationstar - Mortgage Payment 675.27 ll-Dec Frey & Tiley - Reimburse for Short Certificates 12.00 21-Dec PP&L (voided then cleared) 46.36 21- Dee State Farm Insurance 38.83 21- Dee Nationstar - Mortgage Payment 613 .89 2007 2-Jan PP&L 46.36 25-Jan State Farm Insurance 38.83 25-Jan PP&L 21.87 25-Jan Newville Water and Sewer Authority 136.41 25-Jan Nationstar Mortgage 613 .89 25-Jan Kough's Oil Service 631 .92 25-Jan Joyee A. Anderson - Misc. Supplies and landfill (cleaning, paint locks, film and developing) 203 .5 2 23-Feb Expenses associated with sale of 8 Cedar Street, Newville, PA: Realtor's Commission to Centry 21 / Dawn & Associates 6,120.00 Contribution to Buyer's Closing Costs 6,035.00 Wire Fee and Overnight Fee to Sunset Settlement Services 85.00 Realty Transfer Tax 1,020.00 Escrow for Final Water and Sewer Bill 150.00 School Tax Pro-Ration (394.51) County & Municipal Tax Pro-Ration 54.42 Payoff First Mortgage to Nationstar Mortgage, LLC 79,312.73 27-Feb Egger Funeral Home 5,597.05 First and Final Account - Estate of Melissa M. Rohrer Page 4 27-Feb PP&L 18.12 27-Feb Kough's Oil Services 345.00 27-Feb Cumbo Valley Endo. Center 34.19 27-Feb Hoover's Plumbing & Heating 70.00 14- Mar Newville Water & Sewer Authority 10.26 14-Mar Frey & Tiley (Advertising - Cumberland Law Journal) 75.00 14- Mar Frey & Tiley (Advertising - The Sentinel) 137.03 14-Mar PP&L 29.42 26- Mar Refund - State Farm Insurance (45.62) ll-Apr Refund - Nationstar Mortgage (18.68) 24-May Refund - United States Treasury (30.00) 23-0ct Register of Wills - Filing Fee for Inheritance Tax Return 15.00 24-0ct Additional Probate Fees Due Register of Wills 240.00 2008 2-Apr Register of Wills, Agent - Inheritance Tax (with $14.79 Int.) 193.80 2-Apr Frey & Tiley - Attorney's Fees (Reduced) 2,985.21 2-Apr Joyce Ann Anderson - Executor's Commission (Reduced) 1 ,500.00 2-Apr Reserve to File Account - Register of Wills 180.00 2-Apr Family Exemption to Robert S. Hostler 72.70 (Robet S. Hostler waives collection of remainder of $3,500.00) TOTAL DISBURSEMENTS 115,433.85 First and Final Account - Estate of Melissa M. Rohrer Page 5 RECAPITULATION Total Principal Received - Real Estate Total Principal Received - Personal Property Total Income Received Total Receipts Less Total Disbursements Balance for Distribution PROPOSED SCHEDULE OF DISTRIBUTION 1) 1/2 Residuary of Estate (Will Paragraphs 3rd & 5th): Joyce Ann Anderson, Trustee for: Adam F. Rohrer, of, 17 East Louther Street, Carlisle, PA 17013 Trustee's Address: 1484 Center Road, Newville, PA 17241 Distribution "In-Kind" of 1/2 of William Stanley Loan (If any recovery is made a supplemental inheritance tax return must be filed.) Household Furnishings Distributed to Adam F. Rohrer Final Cash Distribution upon Confirmation of Account First and Final Account - Estate of Melissa M. Rohrer 102,000.00 14,433.35 0.50 116,433.85 115,433.85 1,000.00 500.00 0.00 500.00 0.00 500.00 Page 6 2) 1/2 Residuary of Estate (Will Paragraphs 3rd & 5th): 500.00 Joyce Ann Anderson, Trustee for: Robert S. Hostler, of 44 Marsh Drive, Carlisle, PA 17013 Trustee's Address: 1484 Center Road, Newville, PA 17241 Distribution "In-Kind" of 1/2 of William Stanley Loan (If any recovery is made a supplemental inheritance tax return must be filed.) Household Furnishings Distributed to Robert S. Hostler Final Cash Distribution upon Confirmation of Account 0.00 500.00 0.00 500.00 COMMONWEALTH OF PENNSYLVANIA SS.: COUNTY OF CUMBERALND Before me, the undersigned officer, personally appeared Joyce Ann Anderson Executors of the Last Will and Testament of Melissa M. Rohrer 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 his knowledge, information and belief. NOTARIAl SEAL - ~ A. L1ESS. Notary Public I Borough of Carlisle. Cumbo County, PA i My Commission Expires M~V 20,2010 f -~ilW.._?1;f,;,<....,;,;"<._.__.' First and Final Account - Estate of Melissa M. Rohrer Page 7 G \\ lP~'6~ <is. '1) I Do,O DECEDENT'S ESTATE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYL VANIA ORPHANS' COURT DIVISION ESTATE OF MELISSA M. ROHRER , DECEASED No. 21-06-0576 o <::3 -f!n :;:.:,...,......- -.c::c:m "- ';._, :~D ~cr)X ~ (JO ;;2-'1' '- :J:) =}.2-l ~ = = CO > -0 ;;0 I \..0 PETITION FOR ADJUDICATION I STATEMENT OF PROPOSED DISTRIBUTION PURSUANT TO Pa. O.C. Rule 6.9 ;po. ::~ co CA en ':::::) 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: Stephen D. Tiley Supreme Court LD. No.:32318 Name of Law Firm: Frey & Tiley Address: 5 South Hanover Street, Carlisle, PA 17013 Telephone: 717-243-5838 Fax: 717-243-6441 Form DC-OJ rev. 1O.J3.06 Page 1 of 10 Estate of MELISSA M. ROHRER , Deceased 1. Name(s) and address(es) ofPetitioner(s): Name: Joyce Ann Anderson Address: 1484 Center Road Newville, PA 17241 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? . . . . . . . . . . . . . . . . . . . .. 121 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 June 12,2006 121 Letters Testamentary or DLetters of Administration were granted to Petitioner(s) on June 29, 2006 Date of Will (if applicable): February 25, 2002 Date(s) ofCodicil(s) (ifapplicable): N/A Date of probate (if different from date Letters granted): Same Was a bond required? DYes 121 No If yes, state amount: Are proofs of advertising ofthe grant of Letters attached? ......... ElYes DNo Dates of advertising of the grant of Letters: Cumberland Law Journal: January 19, 26, and Feb. 2, 2007. The Sentinel: Jan. 26 and Feb. 2, 9, 2007. Form OC-OJ rev. JO.l3.06 Page 2 of 10 Estate of MELISSA M. ROHRER , Deceased 3. Was decedent survived by a spouse? . . . . . . . . . . . . . . . . . . . . . . . . . . . " DYes f2] 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 (if none, so state): N/A 6. Did decedent marry after execution of Will or Codicil(s)? . . . . . . . . . .. DYes f2] No Were any children born to decedent after execution of Will or Codicil(s)? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . DYes f2] 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? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . DYes f2] No Form DC-OJ rev. 1O.J3.06 Page 3 of 10 Estate of MELISSA M. ROHRER , Deceased 8. Written notice of the Audit as required by Pa. O.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. B. If Notice is yet to be given, a copy of the Notice as well as a list ofthe 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 ofthe 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 Partv in Interest RelationshiD and Comments, if anv Interest Adam F. Rohrer 17 East Louther Street Carlisle, PA 17013 Son 1/2 Residuary (in trust) Robert S. Hostler 44 Marsh Drive Carlisle, PA 17013 Son 1/2 Residuary (in trust) Form DC-OI rev. 10./3.06 Page 4 of 10 Estate of MELISSA M. ROHRER , Deceased Name and Address of Each Party in Interest Relationship and Comments, if any 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. Both beneficiaries are sui juris. Both are under 21 years of age. Adam F. Rohrer became 18 years of age on December 7, 2006. The Will creates a trust for each beneficiary who is under 21 years of age, however, there are no assets with which to fund the trust, the only net assets being certain items of tangible household furnishings which were distributed directly to each beneficiary. C. State why a Petition for Guardian/Trustee Ad Litem has or has not been filed for this Audit (see Pa. o.c. Rule 12.4). See item 9B above. 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. N/A Form DC-OI rev. /0.13.06 Page 5 of 10 Estate of MELISSA M. ROHRER , 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. Name and Address of Each Claimant Amount of Claim Claim Will Claim Admitted? Be Paid Jn Full? None DYes DYes DNo DNo DYes DYes DNo DNo DYes DYes DNo DNo DYes DYes DNa DNo 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. Was family exemption allowed? . . . . . . . . . . . . . .. .. . . . . . . . . . . . . . . . . ~Yes ~Yes DNo DNo 11. Was family exemption claimed? . . . . . . . . . . . . . . . . . . . .'O .. . . . . . . . . . . Family exemption claimant's name and relationship: Name:Robert S. Hostler Relationship: Son Form DC-OJ rev. JO.13.06 Page 6 of 10 Estate of MELISSA M. ROHRER , 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 April 2, 2008 179.01 14.79 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 ofa fiduciary? . . . . . . . . . . . . . . . . . . . DYes ~ 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 ofthe 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? .................. CI Yes CI 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. Form OC-OJ rev. 10.13.06 Page 7 of 10 Estate of MELISSA M. ROHRER , Deceased 16. Had the decedent been adjudicated an incapacitated person? . . . . . . . . . . DYes I2l 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. None. B. Has notice of the additional receipts and disbursements been given to the parties identified in Paragraph 9 above? ............. DYes D No 18. If a reserve is requested, state amount and purpose. Amount: None. Purpose: 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. ........................................ DYes DNo If so, attach a copy of the notice. 19. Is the Court being asked to direct the filing of a Schedule of Distribution? DYes l2lNo As to real estate only? ........................................ DYes l2lNo Form OC-OJ rev. 10.13.06 Pa!!e 8 of 10 Estate of MELISSA M. ROHRER , 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 Adam F. Rohrer 50% Robert S. Hostler 50% B. Principal: Proposed Distributee(s} Amount/Proportion Adam F. Rohrer 50% Robert S. Hostler 50% Submitted By: (All petitioners must sign. Add additional lines ifnecessary): Name of Petitioner:Joyce Ann Anderson Name of Petitioner: Form OC-01 rev. 10.13.06 Page 9 of 10 Estate of MELISSA M. ROHRER , Deceased Verification of Petitioner (Verification must be by at least one petitioner.) The undersigned hereby verifies * [that he/she she is title Executrix f h b d . Estate o tea ove-name name of corporatIOn and) 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. ~ 4904 (relating to unsworn falsification to authorities). * 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. _~~> '7~ Sig ature of Counsel for Petitioner Form DC-OJ rev. 10.13.06 Page 10 of 10 PROOF OF PUBLICATION OF NOTICE IN CUMBERLAND LAW JOURNAL (l!nder Act No. 587, approved May 16, 1929), P. L.1784 COMMONWEAL TH OF PENNSYL VANIA 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, V1Z: January 26, February 2, and February 9, 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. t SWORN TO AND SUBSCRIBED before me this 9 day of February, 2007 Rohrer, Melissa M., dec'd. Late of Lower Mifflin Township. Executrix: Joyce Ann Anderson c/o Stephen D. Tiley, 5 South Hanover Street, Carlisle, PA 17013. Attorneys: Frey and Tiley NOT AR:tl:l SEAL LOIS E. SNYDER, Notary Public Sore, Cumberland County E~p1res March 5, 2009 PROOF OF PUBLICATION State of Pennsylvania, County of Cumberland Tammy Shoemaker, Classified Advertising Manager, of The Sentinel, of the County and State aforesaid, being duly sworn, deposes and says that THE SENTINEL, a newspaper of general circulation in the Borough of Carlisle, County and State aforesaid, was established December 13th, 1881, since which date THE SENTINEL has been regularly issued in said County, and that the printed notice or publication attached hereto is exactly the same as was printed and published in the regular editions and issues of THE SENTINEL on the following day(s) Tanuary 19, 26, February 02, 2007 COPY OF NOTICE OF PUBLICATION ...... ..' _~ ....... '~......l .~~~-,.... ~"'~"""-' ..j.,'..... ." Affiant further deposes that he/ she is not interested in the subject matter of the aforesaid notice or advertisement, and that all allegations in the foregoing statement as to time, place and character of ~~~~ . EXECUTRIX NOTICE Letters Testamentary on the Estate of MELI~SA M. ROHRER late of the Lower Mifflin Township, cumberla~d County, Penn~ylvania. deceased, have beell granted tothe underSigned. All persons knowing themselves to be indebted to said Estate will make payment immediately, and thos~ having claims will present them for settlement to. JOYCE ANN ANDERSON. Execu,trix clo Stephen D. Tiley 5 South Hanover Street Carlisle, Pennsylvania 17013 Frey and Tiley Attorneys Sworn to and subscribed before me this 7th. day of February, 2007. i- - ..- - C ~fua.J t. W{J( !~ Notary PUbliCO My commission expires: q II JOf COMMONWEALTH OF PENNSYLVANIA Notarial Seal Christina L. Wolfe. Notary Public Cariisle Bore. Cumberland County Mt Commission Expires Sepl1. 2008 Member. Pel'lnsvlva'1ia Association Of Notaries