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HomeMy WebLinkAbout03-25-09~I 5 5 (~~ S ~~i ~ ~t~ 5~~`f c>~% 1N THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PA. Orphans' Court Division File No. 2008-01034 First and Final Account of Alvin Stockslager For Estate of Alvah L. Stockslager, Deceased Date of Death: Date of Incapacity, if any: Date of Executor's Appointment: Date of First Complete Advertisement Accounting for the period: 3/20/2008 none 10/16/2008 11 / 19/2008 10/16/2008 to 3/23/2009 Purpose of Account: The Executor offers this Account to acquaint interested parties with the transactions that have occurred during the Administration. It is important that the Account be carefully examined. Requests for additional information, questions or objections can be discussed with: Alvin Stockslager, Executor 1911 Dartmouth St. Camp Hill, Pa 17011 ;.,,, - `, Phone 717-73 7-3 713 -'c7 _ >, , r.~ _, ui ,__ -:, - ~. _. ~ _ -~. z~ ~ .. = ~ , .. _ ;~_~ - _ , o C~ ~~ Estate of Alvah Stockslager File No. 2008 - 01034 SUMMARY OF ACCOUNT Principal Receipts Page 3 $ 59,826.45 Disbursement Page 4 $ 14,260.76 For information Changes in Holdings Page 5 Balance on Hand Verification Page 6 Page - 2 - $ 45, 565.69 Estate of Alvah Stockslager File No. 2008 - 01034 ]PRINCIPAL RECEIPTS Principal F&MTrust Savings Account Checking Account Total Orrstown Bank Savings Account M&TBank Irrevocable Burial Account Total $ 23,411.34 $ 1153.81 Page - 3 - $ 24,565.15 $ 22,964.45 $ 11,796.85 $ 59,826.45 Funeral Expenses: State Taxes: Pennsylvania Income Tax Pennsylvania Inheritance Tax Adnunistrative Expense Advertising Total Estate of Alvah Stockslager File No. 2008 - 01034 Page-4- $ 11,796.85 $ 27.00 $ 2126.25 $ 215.00 $ 95.66 $ 14,260.76 Estate of Alvah Stockslager File No. 2008 - 01034 CHANGES IN HOLDINGS Estate Account Amount Balance 10/16/2008 Orrstown Bank Savings Account Closed $ 22,964.45 10/16/2008 Orrstown Bank Account for "Estate of Alvah Stockslager" opened. 10/16/2008 F & M Trust Saving Account Closed and deposited into Orrstown estate account 10/16/2008 F & M Checking AccountAccount Closed and deposited into Orrstown estate account 10/16/2008 Probate Fees 10/19/2008 Advertising Costs 12/16/2008 PA Rent Rebate (year 2007 -Country Meadows) 3/14/2009 Pa Income Tax 3/18/2009 PA Inheritance Tax $22,964.45 $ 23,411.34 $ 46,375.79 $ 1153.81 $ 47,529.60 $ (215.00) 47,314.60 $ (95.66) 47,218.94 $ 500.00 $ 47,718.94 $ (27.00) $ 47,691.94 $ (2126.25) $ 45,565,69 Page - 5 - Estate of Alvah Stockslager File No. 2008 - 01034 VERIFICATION ALVIN L. STOCKSLAGER, Executor of the Will of ALVAH L. STOCKSLAGER, Deceased, hereby declares under oath that he has fully and faithfully discharged the duties of his 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 beer. paid in full; that, to his knowledge, there are no claims outstanding against the Estate; that all taxes presently due from the Estate have been paid; and that the grant of Letters Testamentary and the first complete advertisement thereof occured more that four months before the filing of the foregoing First. and Final Account. This statement is made subject to penalties of 18 Pa. C.S.A. Section 4904 relating to unsworn falsification to authorities. Alvin L Stockslager Dated: ~ ~'f ~:: -~,`~: ~ ,;~ ~:~ ~ Page-6- DECEDENT'S ESTATE COURT OF COMMON PLEAS OF ~ ~..~ ~ ~~ f~. '~'~~ 1° COUNTY, PENNSYLVANIA ORPHANS' COURT DIVISION ~1 ESTATE OF A. '_y ~:' `r ` - ~ ~°~; ~ f ~'~ ~ 4~t~~, DECEASED No. ?~~~ ~t03~-! --, ---, PETITION FOR ADJUDICATION / _ - STATEMENT OF PROPOSED DISTRIBUTION PURSUANT TO Pa. O.C. Rule 6.9 !"- 7 ~~ ~~~ - , ~t -~.:~ - -. ~= r.^, 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: Supreme Court LD. No.: Name of Law Firm: Address: Telephone: Fax: Forst OC-01 rev. 10.13.06 Page 1 of 10 Ctv- Estate of f ' - `r ~-~ ~~ '~- ~ ~ ~C~ C ~' ::: `_.,~,`4~ ~. ~' Deceased 1. Name(s) and address(es) of Petitioner(s): Name: ~~ ~~1 ~.H ' ~~.'J 4~~'~~ .~-„"~ ~° ~~, Address: '\ ~ ~~~\ ~P.~~~"'C`,~, ~'t ~~.~ ~°t- Identify any executors or administrators who have not joined in the Petition for Adjudication and Statement of Proposed Distribution and state reason: Is this the first accounting by this fiduciary? ..................... ~ Yes ©No If not, identify prior accountings, the accounting periods covered, and the date of adjudication of the prior accounting. 2. Decedent died on ~ f! 2 ~ , ~r ' ~~ ~:~ [~ Letters Testamentary or Letters of Administration were granted to Petitioner(s) on Date of Will (if applicable): ~~ `v q ~, ~ 7 g ,' Date(s) of Codicil(s) (if applicable): Date of probate (if different from date Letters granted): Was a bond required? []I'es ~.No If yes, state amount: Are proofs of advertising of the grant of Letters attached? ......... ~ Yes ~ No Dates of advertising of the grant of Letters: ~ ~ ~ ~ S ~ z ~ ~~~ Form oc-oi rev. 10.13.06 Page 2 of 10 Estate of ~~ ~- ~l ~` '~ ~- ~ ~ '~ '~ ~ - ,-, ~ t ` ~~" Deceased 3. Was decedent survived by a spouse? ............................. Yes ~,No If yes, name of the surviving spouse: 4. Has the surviving spouse filed to take an elective share? ............. ^Yes ~ No (See Section 2201 et s_g. 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): 6. Did decedent marry after execution of Will or Codicil(s)? ........... ^Yes ®No Were any children bom to decedent after execution of Will or Codicil(s)? ........................................... ^Yes ~ 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. § 1412, was a request for a statement of claim sent to the Department of Public Welfare? .............................. Yes ©No For,,, oc-o~ rev. 10.13.06 Page 3 of 10 Estate of ~ ~- V 1'` ~'' '`-. ~=~ J ` i=:, `= ~' Deceased 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 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 O.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. O.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 acrd Address ajEach Party m Interest .~Y(~J I~~ ~, X~ ~ a u r, n L.. ~ ~ ~~ W -..~,?~.~r_~ b~~~,1~^,l~ ., q ~.,~,, ~~.~ ~.. ~ . , ~ ~., ~ ~, ~,: ~+ . d•~ Form OC-01 rev. 10.13.06 Page 4 of 10 Estate of ~~-- ~-` ~ ,Deceased 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. 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). 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. Forn, oc-o~ rev. ]0.13.06 Page 5 of 10 ~~ ~ ~ .., D . ~ .. f ~ A.~ __.._.. Estate of eceased 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 ofF.ach Claimant Amount ofClaim Claim WiU Claim Admitted Be Paidln FulL~ ^Yes ©Yes ^Yes ^Yes ^No ^ No ^Yes ^Yes ^No ^ No ^Yes ^Yes ^No ^ No If the estate is insolvent, attach a schedule setting forth the order of preference under 20 Pa.C.S. § 3392 and the proposed payments. 11. Was family exemption claimed? ................................ ^Yes ~No Was family exemption allowed? ................................ ^Yes ^No Family exemption claimant's name and relationship: Name: Relationship: Form oc-ol rev. 10.13.06 Page 6 of 10 Estate of ~ ~~ ~ ,.,1 ~~-=- ':, , ,~ ~ ,~ v '.~,_ ,:..~ ,_..-~ ., _ i~.„ Deceased 12. The amount of Pennsylvania Transfer Inheritance Tax and additional Pennsylvania Estate Tax paid, the date(s) of payment(s), and the interest(s) upon which paid, aze as follows: Date Payment X2,1 z~o"~5 Interest d 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? ................... ~ Yes (~ No If yes, provide the name of the estate, indicate whether an account has been filed and confirmed absolutely and all awazds performed, or, in the alternative, how the decedent's estate will be dischazged 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: B. Has notice of the question requiring adjudication bean given to the parties identified in Paragraph 9 above? .................. ^ Yes 0 No 15. If Petitioner(s) has/have knowledge that a shaze has been assigned, renounced, disclaimed or attached, provide a copy of the assignment, renunciation, disclaimer or attachment, together with any relevant supporting documentation. FormOG01 rev. ~o.i3.o6 Page 7 of 10 m_.. _~ ~. _._.. ~~. Estate of _ ~ `• ~ _ q a . - . ,Deceased 16. Had the decedent been adjudicated an incapacitated person? .......... ~ Yes ®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. flr Sr~T ~. S tV :~. O Wl. ~, "~- /.~.-~C Z ~ / Q R ©~' ~, T ~ _ Co ~` r S1, 4,,,,,;. ~ . '', ~.. ~ :. ".~ ~.~; l 'mot ~J . ~ "P A ~S ra-c ~ 't'an Z 1 Z ~o . Z..r>' B. Has notice of the additional receipts and disbursements been given to the parties identified in Paragraph 9 above? ............. ^Yes ~No 18. If a reserve is requested, state amount and purpose. Amount: 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? ........................................ Yes ~No If so, attach a copy of the notice. 19. Is the Court being asked to direct the filing of a Schedule of Distribution? .......................... Yes ~No As to real estate only? ........................................ Yes [~No Form OC-DI rev. 10.13.06 Page 8 of I 0 Estate of !~~ '~--`~ ~ ~ ~- ~ ~, O ~ ;~S ~-~+ ~~~ Deceased Wherefore, your Petitioners} 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 Drstributee(s) AmoundProportion ~, ~ ~ B. Principal: Proposed Distributee(s) Rmount/Proponion Submitted By: (AU petitioners must sign. Add additional lines if necessary): ___ _.~ ..,~ ,LV ,y y ~ .v sy 'C" c a ~. ~s., a '., f~a Cn '~ ~t~, Name of Petitioner: Name of Petitioner: Farm OC-Ol rev. 10.13.06 Page 9 of 10 Estate of ~~' ~- ~ ~ ~ ~- S ~ O C ~ 5 L ~ ~ ~ ~.- ,Deceased Verification of Petitioner (Verification must be by at least one petitioner.) The undersigned hereby verifies * [that he/she _~.L is rare P~ ~' ~ ~. ~~: ~ ~ ~~' 1 of the above-named name of corporation ~ s-~ ae ~ ` ~-~ -` S"~~°~s s~. ~ fir. 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). - ~,. . ~~ Signature of Petitioner * 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. Signature of Counsel for Petitioner Foy oc-or rev. 10.13.06 Page 10 of 10 Th~a Patriot-News Co. 812 Market St. Harrisburg, PA 17101 Inquiries - 717-255-8213 STOCKSLAGER 1911 DARTMOUTH ST CAMP HILL PA 17011 ~he~latriot New Now you know 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 Harrisburg, 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 since; Tlhat the printed notice or publication which is securely attached hereto is exactly as printed and published in their regular daily and/or Sunday/ Metro editions which appeared on the date(s) indicated below. 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 of the 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", Voiume 14, Page 317. PUBLICATION COPY This ad # 0001918560 ran on the dates shown below: November 05, 2008 November 12, 2008 November 19, 2008 EXECUTOR'S NOTICE Letters Testamenfarv on the Estate ot', J •~~Z~ . Alvah L. Stockslaper, tote of Cama HII6- . ~~ • 6 Z.~'~ •~ 'Cumberland Countv,;pennsYlvanlq, de - /'. ceased, tavlnp been proofed to the uri - , '_ - dentpned, oil persons Indebted to sold ' j estate are requested to makelmmedlate yy n to ands bscr(bed before me th(s 20'' ~ t November, 2008 A. D. varmerM and ttase havlnp clalnls will . y 'Present them forsetflementfo~ ; '-_ ~ ' Alvin L Sfoekslaper; Executor ~ ~ ~_ . 1911 Dartmouth St -- , ~~., w ~ ' Camp HIII, PA 17011 \ '~~; (,~ ~~~ -~ L,~~ Notary Public b COMMONWEALTH OF PENNSYLVANIA Notariai Seal Shortie L Kisner, Notary Public City Of Harrisburg, Dauphin County My Comrrltssbn Expires Nov. 26, 2011 Member, Pennsylvania Association of Notaries Thy Patriot-News Co. 812 Market St. Hairrisburg, PA 17101 Inquiries - 717-255-8213 STOCKSLAGER 1911 DARTMOUTH ST CAMP HILL ACCT # PJAME 28852 S~TOCKSLAGER 28852 STOCKSLAGER 28852 S~TOCKSLAGER ~le~latriot New Now you know d PA 17011 ' ~~O' ~ ~ ALL CHARGES ARE NE AD ORDER # DATE EDITION ADDTL. INFO. TYPE OF CHARGE AMOUNT 0001918560 11!05/08 METRO WEST BASIC AD CHARGE $30.22 0001918560 11/12/08 METRO WEST BASIC AD CHARGE $30.22 0001918560 11/19/08 METRO WEST BASIC AD CHARGE $30.22 AFFIDAVIT CHARGE $5.0[ TOTAL: REMITTANCE ADDRESS The Patriot-News Co. 23794 Network PL Chicago, IL 60673-1237 Please include the Account # or Ad Order # (above) with your remittance--Thank You $95.66 NOTE: This Invoice replaces the Order Confirmation which we previously sent with Proofs of Publication