The URL can be used to link to this page

Home My WebLink About09-03-10 DECEDEI'~TT'S ESTATE COURT OF C(7MMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA ORPHANS' COURT DIVISION ESTATE OF CAROLE J. )PATTERSON ,DECEASED No. 2~-09-0096 PETITION FOR ADJUDICATION / STATEMENT OF POPOSED DISTRIBUTION PURSUANT O Pa. O.C. Rule 6.9 h~ C~ _ J r 'a ~ ~.' 17 ~ ~cn -- , -, _ , ~\ c.: :t 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 RMarlin R. McCale~Esq. __ Supreme Court LD. No. • 06353 Name of Law Firm: Law Offices - e~~roe~_ 219 East Main Street, burg, PA 17055 Telephone: (717) 691-7770 ~„~, (717) 691-7772 Form OC-01 rev. 10.13.06 lin R. McCaleb Page 1 of 10 Estate of Carole J. Patterson 1. Name(s) and address(es) of Petitioner(s): Name: .Marlin R. McCaleb, Aglministrator C.T.A. 219 East Main Street Address: Mechanicsburg, PA 17055 Deceased Identify any executors or administrators who have not joined in the Petition for Adjudication and Statement of Propdsed 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 December 5, 2008 C.T.A. ~ Letters Testamentary or Letters of Administration/were granted to Petitioner(s) on June 11, 2009 Date of Will (f applicable): January 5 , 1983 Date(s) of Codicil(s) (:fapplicabl~): N/A Date of probate (tf different from date Letters granted): N/A Was a bond required? ®Yes ®No If yes, state amount: Are proofs of advertising of the giant of Letters attached? ......... ®Yes ®No Dates of advertising of the grant ojf Letters: June 26 , 2009 ; July 3 , 2009 ; July 10, 2009. FormOC-0I ,~. ~o.~s.oe Page 2 of 10 Carole J. Patterson Estate of 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 nalmes of the decedent's surviving children or surviving issue of deceased children ((f'none, so state): No issue. 6. Did decedent marry after execution o$ 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-ol rev. !0.13.06 Page 3 of 1 O Carole J. Patterson Estate of 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 it item 9 below, all unpaid creditors and all claimants listed in item 10 below. In addition, ~o6ce of any questions requiring Adjudication as discussed in item 14 below has been ~r will be given to all persons affected thereby. A. If Notice has been given, atta4h a copy of the Notice as well as a list of the names and addresses of the parties rdceiving such Notice. B. If Notice is yet to be given, a Fopy of the Notice as well as a list of the names and addresses of the parties receivjing 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 icertificate (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 itrterest 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): Fo.,n oc-or ~. ro.r3.o6 Page 4 of 10 Estate of Carole J. Patterson ,Deceased B. Identify each party who is not~sui juris (e.g., minors or incapacitated persons). For each such party, give date Hof birth, the name of each Guardian and how each Guardian was appointed. If nm Guardian has been appointed, identify the next of kin of such party, giving the name, address and relationship of each. None C. State why a Petition for Guard6an/Trustee Ad Litem has or has not been filed for this Audit (see Pa. O.C. Rule .~2.4). N/A D. If distribution is to be made to the personal representative of a deceased party, state date of death, date and p1Ace of grant of Letters and type of Letters granted. Estate of James Wardeni(first cousin). Decedent died on 11/13)'2009. Letters Testamentary were issued to Jane Warden on 07/01/2010 by the Register of Wills of Beaver County, PA (File No. 04-10-00627). Foy oc-o~ .~. ~0.~3.oe Page 5 of 10 Estate of Carole J. Patterson ,Deceased 10. Other than the claim for the family exemption, list the names of all laiown claimants and the amount of their claims and state whether each claim is admitted. Name and Address of Each Claimant Amount ojClatm Claim Will Claim Admitted? Be Paid In Full? 'atricia Kempf Sheibley $ 1,790.00 dyes ®Yes 18 Candlewyck Road ^No ®No ;amp Hill, PA 17011 (Claim for reimbursementifor 1 gal expenses ncurred i probate proceedings resulting inj,Petit oner's appoin went as Administrator C.T.A. ®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: Form OC•01 rev. lO.I3.06 Page 6 of 10 Estate of Carole J. Patterson 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 Interest September 4, 2009 $58,601.22 None 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 estalte, 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? .................. ^ Yes ^ No N/A 15. If Petitioner(s) has/have knowledge that a share has been assigned, renounced, disclaimed or attached, provide a copy of the assig~unent, renunciation, disclaimer or attachment, together with any relevant supporting dpcumentation. N/A Form OC-0/ rev. /0./3.06 Page 7 of 10 Carole J. Patterson Estate of ,Deceased 16. Had the decedent been adjudicated aniincapacitatedpersnn? .......... ®Yes ®No If yes, attach a copy of the Order ~ 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 P~ragraph'9 above? ............. ^Yes ~ No N/A 18. If a reserve is requested, state amount and purpose. ,_,,,,_,. $1, 000.00 P„,~o,.e; final expenses (filing Account, certified mail, etc.) If a reserve is requested for counseal fees, has notice of the amount of fees to be paid from the!reserve been given to the parties in interest? ........................................ ^Yes ^ No N/A 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 0001 rev. ro.r3.oe Page 8 of 10 Estate of Carole J. Patterson Deceased Wherefore, your Petitioner(s) ask(s) that distribution be awarded to the parties entitled and suggest(s) that the distributive shares of ihcome and principal (residuary shares being stated in proportions, not amounts) are as follows: A. Income: Proposed Distrtbutee(sJ AmounUProportton see attached Schedule 9~A B. Principal: Proposed Distrrbutee(s) see attached Schedule 9A Amoundf'roportion Submitted By: (All petitioners must sign. Add ddditional lines if necessary): Jf Namq of Petitioner: ar in c a e Administrator C.T.A. Name) of Petitioner: FormOG01 rev. io.i3.oe Page 9 of 10 Estate of Carole J. Patterson Verification of Petitioner (Verification must be'by at least one petitioner.) Deceased The undersigned hereby verifies *~[>~t~aa~xxxxxxxx~osxxxxxxxxxxxxxxxxxxxxxx dfadiaga~xs~amodumwc~ea~wtawwcxxxxxxxx~Cxxxxxxxxxxxxxxxxxxxx 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 Marlin R. McCaleb Administrator C.T.A. * Corporate petitioners must complete bracketed information. Certification of Counsel The undersigned counsel hereby cerdi$es 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. ~ i~ vl~~rW Signature of Counsel for Petitioner Marlin R. McCaleb, Esq. Form oc-oi rev. 10./3.06 Page 10 of 10 Tlhe Patriot-News Co. ' `' ' 812 Market St. Harrisburg, PA 17101 Inquiries - 717-255-8213 MARLIN R. MCCALEB, ESQUIRE 219 EAST MAIN STREET P.O. BOX 230 MECHANICSBURG PA 17055 c~he~laatriot News Now you know THE PATRIOT NEWS THE SUNDAY PATRIOT NEWS Proof f Publication Under Act No. 58.7, Approved May 16, 1929 Commonwealth of Pentsylvania, County of Dauphin) ss Leslie Kramer, being duly sworn according to law, disposes and says: That she is a Staff Accountant of The Patriot News Co., a corporation organized and existing under the laws of the Commonwealth of Pennsylvania, with its principal office andl place of business at 812 to 818 Market Street, in the City of Harrisburg, County of Dauphin, State of Pennsylvania, owndr and publisher of The Patriot-News and The Sunday Patriot-News newspapers of general circulation, printed and published at 612 to 818 Market Street, in the City, County and State aforesaid; that The Patriot-News and The Sunday Patriot-News were estabMished March 4th, 1854, and September 18th, 1949, respectively, and all have been continuously published ever since; That 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 dlate(s) indicated below. That neither she 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 she 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 purs6ant to a resolution unanimously passed and adopted severally by the stockholders and board of directors of the said Company anb subsequently duly recorded in the office for the Recording of Deeds in and for said County of Dauphin in Miscellaneous Book "MI', Volume 14, Page 317. PUBLICATION COPY This ald # 0001985318 ran on the dates shown below: June 26, 2009 July 03, 2009 July 10, 2009 ~,\ Sworn to an sgcibed before me this 0 y Jyly, 2009 A.D. Notary Public COMMONWEALTH OF PENN YLVANIA Ndnfel3Ml Shenfe L KIsMr, Noquy PubMc CNy Of FI~rrlebu~q, Owphln Cowl My CanriNon D~NM Nov. ~ T011 Member, Penmrylvenh Aewoleaon of Nolerla ! ~ PROOF OF PUBLICATION OF NOTICE IN CUMBERLAND LAW JOURNAL (Under Act No. 587, approved May 16, 1929), P. L.1784 COMMONWEALTH OF PENNSYLVAAIIA COUNTY OF CUMBERLAND ss. 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 Cazlisle 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 regulazly 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: June 26. July 3, and July 10, 2009 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. 1s;~lNlarie Coyne, itor Pattaraoa, Carole J. a/>t/a Carole R pattezwa a/1s/a Carole Rndy Pattes~oa, deed. Late of Lower Allen Township. Administrator. Merlin R. McCaleb, Esquire, 219 East Main Street, P.O. Elox 230, Mechanicsburg, PA 17055. Attorney. Merlin R. McCeleb, Ea- Bqo e230, Mechanicaburg~ Ppp 17055. SWORN TO AND SUBSCRIBED before me this 10 day of July, 2009 Notary NOTARIAL SEAL DEBORAH A COLLINS Notary Pubtlc CARLISLE BORO, CUMBERLAND COUNTY My Commission Expires Apr 28, 2010 ~, SCSiBDtJLB 9 . A B8N$FICIARIBS (By intestate succession, since all legatees named in the Will predeceased the Testator) Name and Address: Relationship: Amount of Share: 1. Estate of James Warden First Cousin one-tenth Jane Warden, Executrix c/o Larry A. Householder, Esquire 1318 Seventh Avenue Beaver Falls, PA 15010-9758 2. Randolph J. Wallace First Cousin one-tenth 149 Sherwood Drive Wood Dale, IL 60191 3. Stephen V. Wallace First Cousin one-tenth P.O. Box 314 Gratz, PA 17030 4. Patricia E. Hall First Cousin one-tenth 129 Rex Drive Carlisle, PA 17015 5. Shirley A. Wallace First Cousin one-tenth 14 Hathaway Drive Carlisle, PA 17015 6. Gloria J. Harner First Cousin one-tenth 403 Huckleberry Road New Bloomfield, PA 17068 7. James E. Wallace First Cousin one-tenth c/o Sonshine Ministries RR #1, Box 104 Loysville, PA 17047 8. Bonnie Lou Dishner First Cousin one-tenth Silver Maples-Apt. 324 677 Dewey Street Lapeer, MI 48446 9. Roberta M. Bergin First Cousin one-tenth 1109 South Lapeer Road Lapeer, MI 48446 10. Robert Rudy First Cousin one-tenth 2438 Shiprock Road Willow Street, PA 17584 Schedule 9.A continued Decedent's second cousins are as follows: Patty Kempf Sheibley 418 Candlewyck Road Camp Hill, PA 17011 Frank J. Kempf, Jr. 2174 Esbenshade Road York, PA 17408 James P. Kempf 228 Green Lane Drive Camp Hill, PA 17011 Thomas M. Kempf 60 Keefer Way Mechanicsburg, PA 17055 Michael E. Kempf 704 Freedom Road Mechanicsburg, PA 17055 Stephen Steep 165 Rose Briar Drive Rochester Hills, MI 48309 Scott Steep 111 East 10th Street Bloomington, IN 47408 Anthony Wallace 5441 S.W. Hamilton Street Portland, OR 97221 Richard Wallace 51 Nashoba Road Acton, MA 01720 Adrian Wallace 40 East 28th Street Holland, MI 49423 James Phillips 3406 Heather Hill Drive Garland, TX 75044 Robert Lake 110 Robin Lane, Apt. E-3 Hummelstown, PA 17036 Peter Wallace 1005 Arbor Lane Goodrich, MI 48438 Thomas Wallace P.O. Box 45001 Seattle, WA 98145 Mary Wallace Doran 2110 Lochnayne Lane Davison, MI 48423 Kim Lee 5445 Marantha Way Pace, FL 32571 Michael Wallace c/o Maribeth Baker 10133 Lapeer Road, Apt. 316 Davison, MI 48423 Angela Wallace 43 North Railroad Street Palmyra, PA 17078 Arthur Wallace 231 South 29th Street Harrisburg, PA 17103 SUMMARY OF ACCOUNT Estate of Carole J. Patterson, Deceased For Period of 12/05/2008 through 09/03/2010 Page Proposed Distributions to Beneficiaries PRINCIPAL Receipts: Per Inventory Filed 1-4 Subseq Prn Receipts Net Gain (or Loss) on Sales 5 or Other Disposition Less Disbursements: Debts of Decedent 6 Funeral Expenses 6 Administration Expenses 7-13 Federal and State Taxes 13 Fees and Commissions 13-15 Family Exemption Balance before Distributions Distributions to Beneficiaries Principal Balance on Hand 15 For Information: Investments Made Changes in Investment Holdings INCOME Receipts: This Account 16-18 Net Gain (or Loss) on Sales or Other Disposition Less Disbursements Balance Before Distribution Distributions to Beneficiaries Income Balance on Hand 19 Investments Made Changes in Investment Holdings Current Value 0.00 Fiduciary Acquisition Value 0.00 479,805.71 4,322.29 1,761.43 --------------- 485,889.43 5,084.16 3,768.83 55,513.48 63,774.14 40,356.25 0.00 168,496.86 --------------- --------------- 317,392.57 0.00 --------------- 317,392.57 3,332.80 0.00 --------------- 3,332.80 0.00 --------------- 3,332.80 0.00 --------------- 3,332.80 COMBINED BALANCE ON HAND 320,725.37 SCHEDULE A RECEIPTS OF PRINCIPAL Fiduciary Acquisition Value CASH: 12/05/08 Coins in Decedent's 134.16 possession. 12/05/08 PNC Bank, Checking Account 65,125.46 ~p5140491393, - principal balance as of D.O.D.: $65,117.23; interest accrued to D.O.D.: $8.23. 12/05/08 PNC Bank, Performance Money 31,511.02 Market Account ~~5000939854, - principal balance as of D.O.D.: $31,492.74; interest accrued to D.O.D.: $18.28. 12/05/08 PNC Bank, Certificate of 57,042.89 Deposit Acct. ~p21001026401, - principal balance as of D.O.D.: $56,923.91; interest accrued to D.O.D.: $118.98. 12/05/08 PNC Bank, Certificate of 19,714.49 Deposit Acct. ~p21001206402, - principal balance as of D.O.D.: $19,673.47; interest accrued to D.O.D.: $41.12. 12/05/08 PNC Bank, Certificate of 15,230.42 Deposit Acct. ~~21001026403, - principal balance as of D.O.D.: $15,198.65; interest accrued to D.O.D.: $31.77. 188,758.44 -1- PERSONAL PROPERTY: 12/05/08 ----------------- 1989 Mercury Cougar sedan 1,425.00 08/18/09 AAA Central Penn, - membership 18.24 refund. 09/04/09 Federal Employees' Group Life 12,134.15 Insurance, - life insurance proceeds. 12/05/08 Highmark Blue Shield, - 1,887.44 insurance refund on account of medical expenses. 12/05/08 Household contents, furniture, 4,161.00 furnishings. 08/14/09 Prudential Insurance Co., - 7,001.92 proceeds of life insurance (Policy No. M52577309). 08/14/09 Prudential Insurance Co., - 1,021.46 proceeds of life insurance (Policy No. 11 241 920). 12/05/08 U. S. Office of Personnel 130.21 Management, - lump sum death benefit. 27,779.42 STOCK5/LISTED: 12/05/08 Vanguard GNMA Fund, Account 79,975.79 ~p0036/09921168239, - 7,655.685 shs. @ $10.44 ($79,925.35); dividend accrued to D.O.D. (4.831 shs): $50.44, 79,975.79 -2- BONDS: 12/05/08 U. 5. Savings Bonds, - Series 38,292.06 E, $50.00 denomination, 154 bonds issued 1978-1980; total price: $5,775.00; interest accrued to D.O.D.: $32,517.06. 38,292.06 REAL ESTATE/PA: 12/05/08 House and lot, - known and 145,000.00 numbered as 1705 Letchworth Road, Lower Allen Township, Cumberland County, PA; acquired by Decedent by deed of Clarence C. Rudy, dated 02/22/1994, recorded in Deed Book Volume 104, Page 1131; value based on appraisal by Brett Lechthaler, PA Certified General Appraiser. 145,000.00 SUBSEQUENT PRINCIPAL RECEIPTS: ----------------------------- 03/31/10 Andrew C. Morales, - 298.85 2009/2010/School District real estate tax proration. 03/31/10 Andrew C. Morales, - 1st Qtr. 1.09 sewer/refuse pro-ration. 06/01/10 Foremost Insurance Co., - 514.00 refund of homeowner's insurance premium. 03/31/10 House and lot, - 2010 Co/'Itap 480.39 real estate tax proration. -3- 10/01/09 PA Department of Revenue, - 35.74 income tax refund. 01/02/09 PNC Bank, Checking Account 1,414.72 ~p5140491393, - Civil Service Retirement. 02/02/09 PNC Bank, Checking Account 1,397.32 ~~5140491393, - Civil Service Retirement. 06/25/09 PP&L, - refund of Check No. 2. 110.18 10/06/09 Register of Wills, - refund of 70.00 Additional Probate Fee. 4,322.29 TOTAL RECEIPTS OF PRINCIPAL ............... 484,128.00 -4- SCHEDULE B GAINS AND LOSSES ON SALES OR OTHER DISPOSITIONS - PRINCIPAL Gain Loss 07/29/09 Vanguard GNMA Fund, Account ~~0036/09921168239, - sale of 7,880.44 shs. @ $10.64. Net Proceeds 83,847.88 Fid. Acq. Value 82,309.27 1,538.61 07/31/09 William L. Stine and Linda L. Stine, - sale of 1989 Mercury Cougar sedan at public auction. Net Proceeds 1,425.00 Fid. Acq. Value 1,425.00 0.00 08/09/09 Rowe's Auction Service, - public auction of household contents, furniture, furnishings. Net Proceeds 4,161.00 Fid. Acq. Value 4,161.00 0.00 OS/13J09 U. S. Savings Bonds, - redemption of 154 bonds. Net Proceeds 38,514.88 Fid. Acq. Value 38,292.06 222.82 03/31/10 House and lot, - purchase price on sale of house. Net Proceeds 145,000.00 Fid. Acq. Value 145,000.00 0.00 -- TOTAL GAINS AND LOSSES/PRINCIPAL........... -------------------------- 1,761.43 0.00 LESS LOSS ............................. 0.00 NET GAIN OR LOSS ........................... 1,761.43 -5- SCHEDULE C DISBURSEMENTS OF PRINCIPAL SCHEDULE C-1 DEBTS OF DECEDENT 06/24/09 ----------------- G. S. Flook, Inc., - account 2,676.92 payable, supply kitchen flooring and install cabinets, sink, counter. 07/15/09 Pennsylvania Department of 62.00 Revenue, - account payable, 2008 state income tax. 07/15/09 U. S. Treasury, - account 296.12 payable, 2008 federal income tax. 08/05,/09 AAA Financial Services, - 23.87 account payable, credit card balance. 08/05/09 Camp Hill Fire Co. No. 1, - 910.00 account payable, medical (ambulance). 08/07/09 Holy Spirit Hospital, - 202.54 account payable, medical. 08/10/09 West Shore EMS, - account 912.71 payable, medical. -------------- TOTAL DEBTS OF DECEDENT ............................. SCHEDULE C-2 FUNERAL EXPENSES ---------------- 06/24/09 Parthemore Funeral Home, - 3,448.83 balance of funeral expense. 07/13/09 Patricia K. Sheibley, - 320.00 reimbursement for payment on account of funeral bill. -------------- TOTAL FUNERAL EXPENSES .............................. 5,084.16 3,768.83 -6- SCHEDULE C-3 ADMINISTRATION EXPENSES 03/27/09 ----------------------- PNC Bank, Checking Account 1,397.32 ~p5140491393, - Civil Service Retirement reverse. 03/27/09 PNC Bank, Checking Account 1,414.72 ~~5140491393, - Civil Service Retirement reverse. 06/16/09 Cumberland Law Journal, - 75.00 advertising Letters. 06/22/09 Bonnie K. Miller, Treasurer, 635.30 - 2009 Co/T~ap Real Estate taxes. 06/24/09 Bonnie K. Miller, Treasurer, 10.00 - real estate tax certification. 06/24,/09 PA/American Water, - utility, 127.57 water service. 06/25/09 PP&L, - utility, electric 110.18 service. 07/01/09 Foremost Insurance Co., - 1,538.00 payment on account of homeowner's insurance premium. 07/08/09 Fetrow Insurance Associates, 542.00 - balance of homeowner's insurance premium. 07/13/09 Brett Lechthaler, - appraisal 300.00 of real estate. 07/13/09 Karl Stine, - hauling and 450.00 disposal of trash and debris from house. 07/13/09 Lower Allen Township, - 307.20 utility, sewer and refuse. 07/13/09 Verizon, - utility, telephone 178.71 (final Bill). -7- 07/14/09 Division of Vital Records, - 45.00 certified copies of death certificates for Clarence C. Rudy. 07/14/09 Division of Vital Records, - 45.00 certified copies of death certificates for Mary B. Rudy. 07/15/09 Bonnie K. Miller, Treasurer, 1,161.94 - 2009 School District Real Estate tax. 07/17/09 PP&L, - utility, electric 123.03 service. 07/22/09 The Patriot-News, - 120.45 advertising Letters. 07/24/09 Karl Stine, - hauling and 75.00 disposal of trash and debris from house. 08/03/09 PA/American Water, - utility, 58.29 water service. 08/05/09 W. A. Klawitter, - payment on 3,450.00 account of installation of new roof in preparation for sale of house. 08/06/09 Dan White Plumbing, - repair 90.25 toilet in preparation for sale of house. 08/07/09 G. S. Flook, Inc., - install 1,328.39 kitchen flooring, complete kitchen cabinets, in preparation for sale of house. 08/07/09 Register of Wills, - Short 12.00 Certificates. 08/09/09 Rowe's Auction Service, - 1,741.35 auctioneer's commission on public auction of household contents, car. -8- 08/12/09 Comcast, - utility, cable 111.60 service. 08/12/09 Register of Wills, - probate 280.00 fee. 08/12/09 Shipley Energy, - utility, 1,171.13 fuel oil. 08/13/09 Charles Underwood, - cleaning 260.00 house in preparation for sale. 08/13/09 PA/American Water, - utility, 88.81 water service. 08/18/09 PP&L, - utility, electric. 19.44 08/18/09 Quest Diagnostics, - account 18.75 payable, medical. 08/18/09 W. A. Klawitter, - balance of 8,198.00 payment for installation of new roof in preparation for sale of house. 08/25/09 Charles Underwood, - cleaning 35.00 house in preparation for sale. 08/25/09 Register of Wills, - 200.00 additional probate fee. 08/25/09 Register of Wills, - filing 30.00 Inventory and Appraisement. 09/15/09 PA/American Water, - utility, 14.68 water service. 09/16/09 PPL, - utility, electric. 11.12 09/25/09 Illinois Department of Public 17.00 Health, - certified copy of death certificate for Harry Wallace. 09/29/09 Shipley Energy Co., - fuel 674.15 oil. -9- 10/01/09 Lower Allen Township, - 4th 96.00 quarter sewer/refuse. 10/06/09 Shipley Energy, - oil tank 60.00 protection contract. 10/13/09 PA/American Water, - utility, 13.43 water service. 10/16/09 PPL Electric Utilities, - 11.45 utility, electric. 11/12/09 PA/American Water, - utility, 12.71 water service. 11/17/09 PPL, - uutility, electric. 12.75 11/24/09 Ken Shughart, - mowing lawn, 604.20 trimming shrubbery, removal of leaves. 12/04/09 Shipley Energy, - service 396.00 contract for furnace boiler. 12/04/09 Wrightstone Electric, - 70.00 repair basement light switch. 12/11/09 Ken Shughart, - mow lawn, 146.60 remove leaves, snow removal. 12/11/09 PA/American Water, - utility, 12.90 water service. 12/17/09 PPL Electric, - utility, 10.58 electric service. 01/04/10 Cumberland Law Journal, - 70.00 snow removal. 01/04/10 Lower Allen Township, - 1st 97.95 quarter, sewer/refuse. 01/04/10 Shipley Energy, - fuel oil. 672.28 O1/11/10 Ken Shughart, - snow removal. 30.00 01/13/10 PA/American Water, - utility, 13.06 water service. -10- 01/19/10 02/04/10 02/09/10 02/12/10 02/17/10 02/19/10 02/25/10 03/12/10 03/17/10 03/19/10 03/25/10 03/25/10 03/29/10 03/29/10 PPL Electric, - utility, 13.23 electric. Louis Hartzell, - repair and 50.00 replace broken basement window in preparation for sale of house. Shipley Energy, - fuel oil. 585.84 PA/American Water, - utility, 13.85 water service. PPL Electric, - utility, 16.57 electric. Ken Shughart, - snow removal. 70.00 Bath Fitter, - deposit on 1,327.00 repair of bathroom in preparation for sale of house. PA/American Water, - utility, 13.85 water service. Bath Fitter, - completion of 3,000.00 repair of bathroom in preparation for sale of house. PPL Electric, - utility, 16.57 electric. Dan White Plumbing, Heating & 605.00 A/C, - plumbing repairs in preparation for sale of house. Lou Hartzell, - raking lawn. 35.00 Shipley Energy, - fuel oil. 652.05 W. A. Klawitter Construction, 1,175.00 - repair chimney in preparation for sale of house. -11- 03/31/10 American Home Shield, - 435.00 homeowner's warranty per contract of sale. 03/31/10 Bonnie K. Miller, Treasurer, 635.30 - 2010 Co/Twp real estate tax. 03/31/10 GMH Mortgage Services, - 4,000.00 Seller's assistance per contract of sale. 03/31/10 Homesale Settlement Services, 65.00 - settlement charges (wire fees, tax certification fee, notary fees). 03/31/10 M. C. Walker, - transaction 195.00 fee. 03/31/10 Prudential Homesales 10,150.00 Services/M. C. Walker, - real estate broker's commission on sale of house. 03/31/10 Recorder of Deeds, - Realty 1,450.00 Transfer Tax. 04/05/10 PA/American Water, - utility, 18.60 water service, final bill. 04/05/10 PPL Electric, - utility, 12.88 electric, final bill. 06/04/10 International Genealogical 725.00 Search, - Geneology report on Jeannette Rudy Reichel. 06/15/10 The Baltimore Sun, - copy of 3.95 obituary for Charles Reichel. 07/19/10 International Genealogical 452.50 Search, - genealogy report on Jeannette Rudy Reichel. 08/26/10 Reserve for final expenses, - 1,000.00 (filing Account, certified mail, etc.) TOTAL ADMINISTRATION EXPENSES -------------- ....................... 55,513.48 -12- SCHEDULE C-4 FEDERAL AND STATE TAXES 07/14/09 ----------------------- PNC Bank, - interest 1.66 withholding. 08/18/09 PNC Bank, - penalty and 145.94 interest for late payment of 2008 federal income tax. 09/02/09 Register of Wills, Agent, - 58,601.22 Pennsylvania Inheritance Tax. 04/08/10 PA department of Revenue, - 146.00 2009 state fiduciary income tax. 04/08/10 U. S. Treasury, - 2009 4,879.32 federal fiduciary income tax. TOTAL FEDERAL AND STATE TAXES ....... -------------- ................ 63,774.14 SCHEDULE C-5 FEES AND COMMISSIONS 08/27/09 -------------------- Marlin R. McCaleb, - payment 10,806.25 on account of attorney's fees. 12/22/09 Marlin R. McCaleb, - payment 8,350.00 on account of attorney's fees. 04/05/10 Marlin R. McCaleb, - payment 7,350.00 on account of attorney's fees. 07/16/10 Marlin R. McCaleb, - payment 1,050.00 on account of attorney's fees. 08/26/10 Marlin R. McCaleb, - balance 12,800.00 of attorney's fees. TOTAL FEES AND COMMISSIONS ......... -------------- ................. 40,356.25 -13- PRINCIPAL BALANCE ON HAND Current Value Fiduciary Acquisition ~~ Units Description or as Noted Value PNC Checking 317,392.57 317,392.57 --------------- --------------- 317,392.57 317,392.57 -15- SCHEDULE G RECEIPTS OF INCOME SCHEDULE G-1 DIVIDENDS Vanguard GNMA Fund, Account ~p0036/09921168239, --------------------------- 12/31/08 269.24 01/30/09 311.53 02/27/09 302.58 03/31/09 297.64 04/30/09 301.07 05/29/09 294.04 06/30/09 291.84 07/29/09 265.54 -------------- TOTAL DIVIDEND INCOME ..................... SCHEDULE G-2 INTEREST PNC Bank, 08/13/09 10.09 09/14/09 2.51 09/15/09 13.66 10/14/09 0.67 10/15/09 16.16 11/10/09 0.59 11/12/09 15.09 12/11/09 0.66 12/14/09 15.93 01/12/10 0.39 01/13/10 14.38 02/09/10 0.22 02/10/10 12.82 03/11/10 0.18 03/12/10 12.47 04/13/10 7.41 04/14/10 8.48 05/12/10 14.89 2,333.48 -------------- 2,333.48 -16- 05/13/10 6.73 06/11/10 3.41 06/14/10 7.43 07/14/10 1.11 07/15/10 7.19 08/12/10 0.92 08/23/10 5.53 -------------- PNC Bank, Checking Account ~p5140491393, 12/11/08 1.06 01/12/09 8.83 02/10/09 7.66 03/12/09 7.30 04/13/09 5.76 05/12/09 5.12 06/12/09 5.31 07/14/09 5.94 -------------- PNC Bank, Performance Money Market Account ~~5000939854, 12/12/08 3.66 01/14/09 21.95 02/11/09 16.88 03/13/09 18.11 04/14/09 17.33 05/13/09 15.01 06/12/09 15.53 07/15/09 14.44 08/14/09 12.84 -------------- PNC Bank, Certificate of Deposit Acct. ~~21001026401, -------------------------------------- 07/18/09 272.67 10/18/09 86.53 O1/18/10 36.17 -------------- PNC Bank, Certificate of Deposit Acct. ~~21001206402, -------------------------------------- 07/18/09 94.33 10/18/09 29.91 01/18/10 12.50 -------------- 178.92 46.98 135.75 395.37 136.74 -17- PNC Bank, Certificate of Deposit Acct. ~~21001026403, 07/18/09 72.80 10/18/09 23.10 O1/18/10 9.66 -------------- TOTAL INTEREST INCOME ..................... TOTAL RECEIPTS OF INCOME .................. 105.56 -------------- 999.32 3,332.80 -18- STATEMENT OF PROPOSED DISTRIBUTION BY MARLIN R. McCALEB, ADMINISTRATOR OF THE ESTATE OF CAROLE J. PATTERSON, LATE OF LOWER ALLEN TOWNSHIP, CUMBERLAND COUNTY, PENNSYLVANIA, DECEASED MARLIN R. McCALEB, Administrator C.T.A. of the Estate of Carole J. Patt erson, Deceased, proposes to distribute the balance of said Estate in his hands, to wit: $320,725.37, in accordance with Sections 2104 and 3392 of t he Probate, Estates and Fiduciaries Code of Pennsylvania (20 Pa.C.s. 2104 and 3392), as follows: TO: Patricia Kempf Sheibley $ 1,790.00 TO: Estate of James Warden 31,893.54 TO: Randolph J. Wallace 31,893.54 TO: Stephen V. Wallace 31,893.54 TO: Patricia E. Hall 31,893.54 TO: Shirley A. Wallace 31,893.54 TO: Gloria J. Harner 31,893.54 TO: James E. Wallace 31,893.54 TO: Bonnie Lou Dishner 31,893.53 TO: Roberta M. Bergin 31,893.53 TO: Robert Rudy 31,893.53 TOTAL TO BE DISTRIBUTED: $ 320,725.37 -20- AFFIDAVIT Marlin R. McCaleb hereby certifies and says: that i am the Administrator C.T.A. of the Estate of Carole J. Patterson, 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 persona interested in the distribution of the said Estate; that there are no unpaid claimants or persona 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 he ein are made subject to the penalties of 18 Pa.C.S., Section 4904, re ing to unaw falsification to authorities. Date: September 3, 2010 Mar in McCaleb, Administrator C.T.A. * UNPAID CREDITORS 1. Patricia Kempf Sheibley 418 Candlewyck Road Camp Hill, PA 17011 Amount of Claim: $1,790.00 (Reimbursement for legal expenses incurred in probate proceedings resulting in Petitioners appointment as Administrator C.T.A.) ** PERSONS INTERESTED IN ESTATE: 1. Estate of James Warden 6. Gloria J. Harper c/o Larry A. Householder, Esq. 403 Huckleberry Road 1318 Seventh Avenue New Bloomfield, PA 17066 Beaver Falls, PA 15010 7. James E. Wallace 2. Randolph J. Wallace c/o Sonahine Ministries 149 Sherwood Drive RR #1, Box 104 Wood Dale, IL 60191 Loysville, PA 17047 3. Stephen V. Wallace e. Bonnie Lou Diahner P.O. Box 314 Silver Maples-Apt. 324 Gratz, PA 17030 477 Dewey Street Lapeer, MI 46446 4. Patricia E. Hall 129 Rex Drive 9. Roberta M. Bergin Carlisle, PA 17015 1109 South Lapeer Road Lapeer, MI 48446 5. Shirley A. Wallace 14 Hathaway Drive 10. Robert Rudy Carlisle, PA 17015 2438 Shiprock Road Willow Street, PA 17584 -21- 11. Patricia Kempf Sheibley 21. Stephen Steep 418 Candlewyck Road 165 Rose Briar Drive Camp Hill, PA 17011 Rochester Hills, MI 48309 12. Frank J. Kempf, Jr. 22. Scott Steep 2174 Esbenshade Road 111 East 10th Street York, PA 17408 Bloomington, IN 47408 13. James P. Kempf 23. Anthony Wallace 228 Green Lane Drive 5441 S.W. Hamilton Street Camp Hill, PA 17011 Portland, OR 97221 14. Thomas M. Kempf 24. Richard Wallace 60 Keefer Way 51 Nashoba Road Mechanicsburg, PA 17055 Acton, MA 01720 15. Michael E. Kempf 25. Adrian Wallace 704 Freedom Road 40 East 28th Street Mechanicsburg, PA 17055 Holland, MI 49423 16. James Phillips 26. Michael Wallace 3406 Heather Hill Drive c/o Maribeth Baker Garland, TX 75044 10133 Lapeer Road, Apt. 316 Davison, MI 48423 17. Robert Lake 110 Robin Lane, Apt. E-3 27. Angela Wallace Hummelstown, PA 17036 43 North Railroad Street Palmyra, PA 17078 18. Peter Wallace 1005 Arbor Lane 28. Arthur Wallace Goodrich, MI 48438 231 South 29th Street Harrisburg, PA 17103 19. Thomas Wallace P.O. Box 45001 29. Kim Lee Seattle, WA 98145 5445 Marantha Way Pace, FL 32571 20. Mary Wallace Doran 2110 Lochnayne Lane Davison, MI 48423 -22-