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HomeMy WebLinkAbout04-17-09t ~~l~~l l l ~ 13 IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PA. ORPHANS' COURT DIVISION FILE NO: 21-07-0644 FIRST AND FINAL ACCOUNT OF GERALDINE RONAN AND LYNN RONAN, CO-EXECUTORS For ESTATE OF MILDRED M. KROEGER Social Security #: Tax ID #: Date of Death: Date of Incapacity, if any: Date of Executors Appointment: Date of First Complete Advertisement: Accounting for the period: 294-14-3620 77-6266106 June 25, 2007 None July 9, 2007 July 17, 2007 June 25, 2007 to February 28, 2009 Purpose of Account: Geraldine Ronan and Lynn Ronan, Executors, offers this Account to acquaint interested parties with the transactions that have occurred during their Administration. It is important that the Account be carefully examined. Requests for additional information, questions or objections can be discussed with: Keith O. Brenneman Snelbaker & Brenneman, P.C. 44 West Main Street Mechanicsburg, PA 17055 Phone #: 717-697-8528 Supreme Court I.D. No: 47077 LAW OFFICES SNELBAKER & BRENNEMAN, P.G. n ~; -~ O lXj "~ ~~ i 'i' ~ "~ f"" +~ 1 :~ r-r _, _ cl' %~ ~J '- _ _ ' `.J -~ _ __ ..F:.# Y : .. Ql `' Page 1 SUMMARY OF ACCOUNT PRINCIPAL PAGE LAW OFFICES SNELBAKER & BRENNEMAN, P.C.. Receipts 3 $169,711.13 $169,711.13 Less DisbursementslClaims to be paid upon confirmation of account: Class I Claims Class II Claims Class III Claims Class IV Claims Class V Claims Class VI Claims Balance before Distributions Distributions to Beneficiaries Principal Balance on Hand For Information: Investments Made Changes in Holdings 3 & 4 $165,016.93 4 $0.00 4 $4,659.17 4 $0.00 4 $0.00 4 $0.00 $169,676.10 $35.03 5 $69.00 5 -$33.97 INCOME Receipts Less Disbursements Balance before Distributions ~ Distributions to Beneficiaries Income Balance on Hand COMBINED BALANCE ON HAND Listing of Unpaid Creditors Listing of Persons {nterested in Distribution Estate Affidavit Page 5 5 5 $33.97 5 $0.00 $33.97 5 $0.00 $33.97 $0.00 6 7 8 Page 2 PRINCIPAL RECEIPTS Assets Listed on Inventory per copy of attached: $168,757.45 (Valued as of Date of Death) ADJUSTMENTS TO INVENTORY None 0.00 SUBSEQUENT RECEIPTS 7/17/2007 Check deposited into Member's First savings account #10399-00 46.50 4/17/2008 Adjustment at settlement for County and School Taxes 492.04 5/28/2008 Account refund 41.69 6/13/2008 2008 Stimulus refund 300.00 8/25/2008 PPL, refund overpayment 67.91 10/10!2008 Account refund 5.54 TOTAL PRINCIPAL RECEIPTS $169,711.13 DISBURSEMENTS OF PRINCIPAL LAW OFFICES SNELBAKER & BRENNEMAN, P.C. CLASS ICLAIMS -COSTS OF ADMINISTRATION 6/29/2007 PPL, electric service $54.89 7/2/2007 Erie Insurance, insurance premium 321.00 8/13/2007 PPL, electric service 59.99 8/25/2007 PPL, electric service 68.21 9/18/2007 Hilton's Lock Service, change locks 81.88 9/24/2007 PPL, electric service 87.77 10/29/2007 PPL, electric service 59.02 11/8/2007 Kough's Oil, heating oil 457.50 11/19/2007 PPL, electric service 49.18 12/28/2007 PPL, electric service 41.05 1/11/2008 Kough's Oil, heating oil 567.78 1/22/2008 PPL, electric service 38.83 2/21!2008 PPL, electric service 18.36 3!24/2008 PPL, electric service 17.52 3/26/2008 Carlisle Glass Service 111.30 4/1/2008 Greenawalt & Company, P.C., accounting fees 395.00 4/2/2008 The Sentinel, advertising for garage sale 21.00 4/17/2008 Settlement charges as follows: 149,018.15 a. Tax service fee paid to WF Real Estate 100.00 b. We11s Fargo Bank, loan discount 406.13 c. Transfer tax 1,650.00 d. Pyramid Land Transfer, LLC 20.00 e. City/Township tax 326.28 f. Peck's Septic Service 510.00 g. Tax Claim Bureau, delinquent taxes 1,499.98 h. Payoff first mortgage loan 1 30,411.89 i. Sellers Assistance 4,493.87 j. Ebener & Associates, commission 9,600.00 4/19/2008 PPL, electric service 41.69 4/28/2008 PPL, electric service 50.19 8/12/2008 Department of the Treasury, 2006 personal income tax liability 516.00 Page 3 8/13/2008 Register of Wills, Agent, PA Inheritance Tax 8/13/2008 Register of Wills, additional probate fee 9/1 512 0 0 8 United States Postal Service, postage expense 10/10/2008 Snelbaker & Brenneman, P.C., costs advanced: a. Register of Wills, probate fee b. Cumberland Law Journal, advertising Executors' Notice c. Certified mail d. Prothonotary, filing fee e. Cumberland County Sheriff, service fee f. Register of Wills, filing fee inventory and inheritance tax return 10/10/2008 Snelbaker & Brenneman, P.C., partial payment on attorney services 10/10/2008 Geraldine Ronan, Executor commission 10110/2008 Lynn Ronan, Executor commission 759.66 125.00 23.01 493.44 204.00 75.00 5.94 78.50 100.00 30.00 4,375.00 2,500.00 2,500.00 Class 1 claims to be paid upon confirmation of accounting: LAW OFFICES SNELBAKER f3c BRENNEMAN, P.C. *** Snelbaker & Brenneman, P.C., unpaid balance of attorney services *** Snelbaker & Brenneman, P.C., costs advanced to The Sentinel for advertising Executors Notice ($166.60) less credit received from Cumberland County Sheriff ($54.59) *** Reserve for filing fees, accountant fees and other miscellaneous costs associated with the administration of the Decedents estate TOTAL CLASS I CLAIMS PAID OR TO BE PAID: CLASS II CLAIMS -FAMILY EXEMPTION NONE 1,052.50 112.01 1,000.00 $165,016.93 $0.00 CLASS l(I CLAIMS -COST OF FUNERAL AND BURIAL, AND THE COSTS OF MEDICINES FURNISHED WITHIN SIX MONTHS OF DEATH Class III claims to be paid upon confirmation of accounting: *** Partial payment to the Sarah A. Todd Memorial Home, nursing home $3,332.21 services and medical expenses incurred during last six months of decedent's life *** Partial payment to Ronan Funeral Home, funeral services 1,326.96 TOTAL CLASS III CLAIMS TO BE PAID: $4,659.17 CLASS IV CLAIMS -COSTS OF GRAVE MARKER NONE CLASS VCLAIMS -RENTS FOR OCCUPANCY OF THE DECEDENT'S RESIDENCE $0.00 NONE $0.00 CLASS VI CLAIMS -ALL OTHER CLAIMS Unpaid claim to Embarq, phone service in the amount of $95.10 TOTAL CLASS VI°CLAIMS TO BE PAID $0.00 Page 4 DISTRIBUTIONS OF PRINCIPAL TO BENEFICIARIES Geraldine Ronan, househo{d goods In-Kind $69.00 PRINCIPAL BALANCE ON HAND FIDUCIARY VALUE AT ACQUISITION 2/28/2009 VALUE Cash $ 6,823.68 $168,757.45 "* Less expenses to be paid subsequent to confirmation of $ (6,823.68) First and Final Account as listed on page 3 of accounting TOTAL PRINCIPAL BALANCE ON HAND $0.00 $168,757.45 INFORMATION SCHEDULES PRINCIPAL INVESTMENTS MADE NONE CHANGES IN PRINCIPAL HOLDINGS NONE LAW OFFICES SNELBAKER 23C BRENNEMAN, F'.C. RECEIPTS OF INCOME 6/30/07 to 7/24/07 Member's First Federal Credit Union, #10399-00, interest $ 2.40 6/30/07 to 7/24/07 Member's First Federal Credit Union, #10399-05, interest 0.28 4/30/2008 to 2128!09 Member's First Federal Credit Union, #310533-11, interest 31.29 $ 33.97 NONE DISBURSEMENTS OF INCOME $0.00 DISBURSEMENTS OF INCOME TO BENEFICIARIES NONE $0.00 Page 5 UNPAID CREDITORS: Sarah A. Todd Memorial Home 1000 West South Street Attention: Mary Jane Walker, Administrator Carlisle, PA 17013 Class III Claim for remainder of unpaid medical expenses $4,106.83 within the last six months of Decedent's life Ronan Funeral Home 255 York Road Carlisle, PA 17013 Class III Claim for remainder of unpaid funeral services $1,635.44 3. Embarq P.O. Box 96064 Charlotte, NC 28296-0064 Class VI Claim for unpaid phone service $95.10 (a/c #717-249-2404-334) LAW OFFICES SNELBAKER ~9c BRENNEMAN, F'.C. Page 6 ** PERSONS INTERESTED IN DISTRIBUTION OF ESTATE: 1. Kathy Snyder 360 North Midd{eton Road Carlisle, PA 17013 2. Shirley Morrison 201 Easy Road Carlisle, PA 17013 3. Barbara Turner 89 Walnutdale Road Shippensburg, PA 17257 4. Geraldine Ronan 759 Petersburg Road Carlisle, PA 17015 5. Lynn Ronan 729 Petersburg Road Carlisle, PA 17015 6. Connie Lee 20 Trim Street Kirkwood, NY 13795 7. Lebanon VA Medical Center 1700 South Lincoln Avenue Lebanon, PA 17042 8. Judith Fenstermacher 4980 State Rt. 45 Bristolville, OH 44402 9. Judith Harkness 144 Hickory Flat Road Harrison, OH 45030 10. Salvation Army 20 East Pomfret Street Carlisle, PA 17013 11. W1TF TV 4801 Lindle Road Harrisburg, PA 17111 12. West Shore Humane Society 7790 Grayson Road Harrisburg, PA, 17111 LAW OFFICES SNELBAKER~x BRENNEMAN, F'.C. Page 7 COMMONWEALTH OF PENNSYLVANIA ) SS. COUNTY OF CUMBERLAND ) Geraldine Ronan and Lynn Ronan, being duly sworn according to law deposes and LAW OFFICES SNELBAKER & BRENNEMAN, P.C. says: that they are the Executors of the Estate and under the Last Will and Testament of Mildred M. Kroeger, Deceased; that they are the Accountants herein; that the foregoing is a true and complete accounting of their administration of said Estate; that the attached list or schedule [*] contains the names, addresses and amounts due unpaid creditors who have given proper notice of their claims; that the attached list or schedule [*`] contains the names and addresses of all persons interested in the distribution of said Estate; and that the facts set forth herein are true and correct to the best of their knowledge, information a elief. , eraldine Ronan, Exe ut r ,!r ~ Z L n Ronan, Executor Sworn to and subscribed before me this ~6 ~4 day of ~~~ 2009 ,~ - >~~ TM F.N YLYANIA Notarial Seal Susan L MaUazi, Notary PubAc Medianicsburg Born, Cumberland County MY Commission E~ires Nov. 24, 2011 M~Illpdf. {~1M1~-YIr~ A{Df10~ t!~01s1195 Page 8 l.~ DECEDENT'S ESTATE ~~ 7,J r ~'~ ' } '„__ ', f COURT OF COMMON PLEAS OF `" ' ~-~ CUMBERLAND COUNTY, PENNSYLV ANIA < <_. ' ` ORPHANS' COURT DIVISION _~ : <_~'~ }~r ESTATE OF MILDRED M. KROEGER ,DECEASED No. 21-07-0644 PETITION FOR ADJUDICATION / STATEMENT OF PROPOSED DISTRIBUTION PURSUANT TO Pa. O.C. Rule 6.9 ~~ --~~ ~. ''"' _~~ ~~ - - -..> .. , cn 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. INCL UDE ATTACHMENTS AT THE BACK OF THIS FORM. Name of Counsel: Keith O. Brenneman Supreme Court LD. No.: 47077 Name of Law Firm: Snelbaker & Brenneman P.C. Address: 44 West Main Street, Mechanicsburg, PA 17055 Telephone: 717-697-8528 Fax: 717-697-7681 Form oc-ol reg. ro.13.06 Page 1 of 10 Estate of MILDRED M. KROEGER 1. Name(s) and address(es) of Petitioner(s): Name: Geraldine Ronan Address: 759 Petersburg Road Carlisle, PA 17015 Lynn Ronan Deceased 729 Petersburg Road Carlisle, PA 17015 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? ..................... ~ Yes ~ No If not, identify prior accountings, the accounting periods covered, and the date of adjudication of the prior accounting. 2 Decedent died on June 25, 2007 ~ Letters Testamentary or ®Letters of Administration were granted to Petitioner(s) on July 9. 2007 Date of Will (if applicable): September 28, 2004 Date(s) of Codicil(s) (if applicable): February 3, 2006 Date of probate (if different from date Letters granted): Was a bond required? ~'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: The Sentinel -July 17, 24, 3 1, 2007 Cumberland Law Journal -July 20, 27, and August 3, 2007 Farm oc-o! rev. !0.!3.06 Page 2 of 10 Estate of MILDRED M. KROEGER 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_q. 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)? ........... ~ Yes ®/ No Were any children born 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 Form OC-0/ rev. 10.13.06 Page 3 Of ~ Estate of MILDRED M. KROEGER 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. 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: FoYm oc-o~ reti~. io. X3.06 Page 4 of ] 0 A. State each party's relationship to the decedent and the nature of each party's interest(s): Estate of MILDRED M. KROEGER 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. N/A 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). 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. N/A Form OC-Ol rev. IOJ3A6 Page S Of 1 ~ Estate of MILDRED M. KROEGER 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 Wrll Claim Admitted? Be Paid In Full? See Accounting Yes ~ Yes No ~No 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. as amp y exemption claimed? ................................ Yes J No Was family exemption allowed? ................................ Yes ®/ No Family exemption claimant's name and relationship: Name: Relationship: Farm oc-o/ rev. 10.13.06 Page 6 of 10 Estate of MILDRED M. KROEGER 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, are as follows: Date Payment /nterest 8/13/08 759.66 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 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: N/A B. Has notice of the question requiring adjudication been given to the parties identified in Paragraph 9 above? .................. ~ Yes ~ No 15. If Petitioner(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-0/ rev. 10.13.06 Page 7 of 10 Estate of MILDRED M. KROEGER 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. 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 1'~~~'00 P:,rpose: Reserve for filing fees, accountant fees and other miscellaneous costs associated with the administration of the Decedent's estate. 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-Ol rev. 10.!3.06 Page g Of 1 ~ Estate of MILDRED M. KROEGER 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 Accounting B. Principal: Proposed Distributee(s) Amount/Proportion See Accounting Submitted By: (All petitioners must sign. Add additional lines if necessary): Name of P~i'oner: Geraldine Ronan Petitioner: Lynn Ronan Form oc-oi rev. X0.13.06 Page 9 of 10 Estate of MILDRED M. KROEGER ,Deceased Verification of Petitioner (Verification must be by at least one petitioner.) The undersigned hereby verifies * [that they are is titre Executors of the above-named name Estate of Mildred M. Kroeger andJ 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 ~a. C.S. § 4904 (relating to unsworn falsification to authorities). Sign re of P itio er Sian re of etitioner * 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 Form OC-01 rev. !0.13.06 Page 10 of 10