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HomeMy WebLinkAbout09-07-10--r r-- __ _. __. __ I I~~fga1. ~° DECEDENT'S ESTATE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA ORPHANS' COURT DIVISION ESTATE OF NTH A. HOFFMAN DECEASED No. 2009'-01190 PFTiTIOH FOR ADJpDICATION / STAT~NT OF PROFOBED D181'BIBUTION P`[JR3UANT TO Pa. O.C. Rik 6.9 TI-is, form terry be xted fn ail cages fmwvlviitg the Ards of the dccount of a Dom'. space is inex~'tcient, riders may be attached Attach the spouse's election if raquind ceder items &19 inclusivie; and arty insdzanent pertinent to the ad,~wlicatjat. INCLtIDE.~TTACHAIENTSAT THE &!Ca' OF TBIS FiDE11l Estate. If lie pagers ~, - n r rn ~„ r' - ~7 ~~ ~ ~"~ ~i f ~'_ i Name of Cwm.~el: THOMAS E. FLOWER Supreme Court I.D. Name of Law 83993 FLOWER LAW. LLC 10 W. HIGH STREET ~a ~, -~, cam, r==~ ~ ~.=> rn :--, r, ~ t-.- .-~ ~ ~~ .~.~ ~---, --~ ~~ .... f"i .:- ~. i ('_") Tdephonc-,(71'~ 243-5513 Fax:171'n 241-4021 Fan~rUC-@l ien 1Q1306 1 of 10 Estate of JtJDTTH A. HOFFMAN '' Deceased 1. Name(s) and address(es) of Petitioner(s): JEFFREY E. NEUMAYER '' is sY1.vwN owK wwY NOTTINC3HAM, MD 21236.4700 ~' Identify any executors or administrators who have not joined in the Petition forj Adj~ication and State~neM of Proposed Distribution and state reason: I N/A ~~ Is this the first accounting by this fiduciary? ..................... ®Y~s Q No ~~, ~fify Pte' the g Pis covered, and thed~e of adjudication of the pries: acxouMing. 2. Decedent died on DECEMBER 16.2009 ® Letters Testamentary or Q Letters of Administration were granted to DECEMBER 23, 2009 Date of will (f c~plicaiNe): MARCH 15, 2002 Date(s) of Codicil(s) (fgpplicable): N/A Date of pr+oba;e (f d~ from date Letters grated): on Was a bond required? QYes ®No If yes, state amount: Are proofs of advertising of the grant of Letters attached? ......... ®' es ^ No Dates of advertising of the great of Letters: JANUARY 1 S, 22 8c 29, ?.010 JANUARY 8, I S 8t 22, 2010 Fan~OC-01 ~e-.10.13.A6 ' PB~e 2 Of 10 Estate of JUDITH A. HOFFMAN Deceasod 3. Was decedent survived by a spouse? ............................. ^~'es [~ No If yes, name of the surviving spouse: 4. Has the surviving spouse filed to take an elective sharc? ............. ^~es ®No (;fig Section 2201 ~ ~ of the Pr~nb~e, F.~tates and FidWCJa~ies Cods) If yes, date of election• 5. In the cage of an intestacy, state the names of the decodeat's surviving child:enl, or surviving issue of deceased children (tf nw~e, so state): 6. Did decedent marry after execution of Will or Codicil(s)? ........... ^ Yves m No were any children bora to docodent after execution of Will or Codicil(s)? .................................... . ...... ^ Y~s m No If yes, give names and dates of birth: Nave: Date of Birth: '' 7. Ifrequired by the Medical Assistmace Estate Recovery Act, 62 P.S. ~ 1412, was a requ~ for a statement of claim s~ to the Department of Public Welfare? .............................. ~~$s ^ No ~a..~oc-0~ ~ ~o.~s.o6 ~ 3 of 10 Estate of .JUDITH A. HOFFIVIAN S. Written notice of the Audit as required by Pa. O.C. Risks ti3, 6.7 and 6.8 has or will be given m ail parties in interest listed in item 9 below, all unpaid creditors and ' clammnts listed in item 10 blow. la addition, notice of any questions requiring as discussed in item 14 below has been or will be given to all persons affet~od ' A. If Notice has been given, attach a copy of the Notice as well as a list of the names and add 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 and addragses of the parties receiving such Notice shall be submittcd at die together with a statdnmt exearted by a Petitioner a counsel certifyigg that such notice has been given. I, C. If eery person entitled to Notice is not ~suf jrvis (eg., minors or incapsai persons), Notice of the Audit has been or will be given to the appr+opn~ representative on such party's behalf as required by Pa. O.C. Risk 5.2. D. If any charitable interest is involved, Notice of the Audit has been or also be given to the Attorney General as required under Pa. O.C. Rule 5.5. In the Attorney General's cle~ance certificate (or proof of service of Not3cc. a cePY of such Notice) must be submitted herewith or at the Audit. 9. List all parties (charitable and non-charitable) of whom Petitioner(s) has/hav~ or Inawkdge, having or claiming any interest in the estate as beneficiarYes under Will or Codicils} or as intestate heirs if then is a complete or partial nrtestacy: A. State each party's relationship to the decedent and the nature of each interest(s): JEFFREY E. NEUMAYER 18 SYLVAN OAK WAY NOTTINGHAM, MD 21236 SON 100% OF SUSAN WEISERT 158 AMHURST ST. IOWA CITY, IA 52245 Fong OC-0! nr.1Ql3.0i6 SISTER SPECIFIC. '~, BEQUES'T' '' 4of10 I' _ _ _. __ Fstabe of JLTDI TH A. HOFFMAN B. Identify each party who is not srri, f~via (eg., minors or incapacitated ). For each such party, give date of birth, the name of eadi Guardian and each Guardian was appom®od. If no Guardian furs been appointed, identify next of kin of such party, giving the Warne, address and relationship of each. N/A I i i C. State why a Petition for Guac+diaalTrustee Ad Litem has or has not been led for this Audit (~ Pa O.C. Rule 12.4). N/A D. If distn'ixrtion is to be made to the personal rotative of a decoasad patty, static date of death, date and place of grant of Letters and type of Letters grantiod. N/A ', F~ oGO! ,+:. 1g13.oa Pajge 5 of 10 -- - _-• Deceased Estate of ~~ a• HOFTMAN 10. Other than the claim for the family exemption, list the names of all lanown cla~tts and the amount of their claims and sta#e whether each claim is admitted. Name and Add+ess of Each Clainw~ Anar-u oJCJaini Clahn Wr7J Clarrn Admitted? Be Paid In FwliT NONE [Yes Yes [~No No (Yes Yes I [~No ' No ~ ^Yes Yes (~No No ^Yes ~ Yes [~No No If the estate is insolve~, attadt a schoduk setting forth the order of prefereaoe 20 Pa.C.S. § 3392 and the proposers payments. 11. Was family exemption claimed? ................................ DYE ~No Was family exemption allowed? .................... . ........... ~Y$s mNo Family exemption claimant's name and relationship: FdnrOC-0I ner.l~13.A6 bof IO __ _ _ _ __ -- Estate of JUDITH A. HdFFMAN `Deceased 12. The amo~mt of Pennsylvania Transfer Inheritance Tax aad additional Peim~sy 'Estate Tax psid, the due(s) of pacyment(s~ and the interests) upon which paid, are GIs ws: Diare I'gywt~t NO TAX ASSESSED INSOLVENT ESTATE . ~- I 13. On the date of death, was the decedent a fiduciary (personal represent~ive, > guardian, agent under pawe~ 'i of attorney) or surety on the bond of a fiduciary? ................... ^ Y es ®No If yes, provide the name of the estate, indicate whetha~ an account has filed and canfi:n~od absoh~ely and all awards performed, or, in the alternative, how decedtnt's estate will be discharged for the docent's fiduciary of the estate. I 14. A. Describe in detail any questions requiring adjaa and state the pos~do~ of the Petitioner(s) as to each question: '~, NONE ~~ B. Has notice of the gtu~tion requiring adjudication been given to the parties identified in Paragraph 9 above? .................. ^'~~s [] No 15. If Pctitionerts) has/have lnawledge that a share has boon assigned, r~ or attached, provide a Dopy of the assignment, renunciation, disclaimer or together with any relevant supporting documentation. Fawe OC-0J rem JQJ.~06 7 Of 1~ Estate of JUDITH A. HOFFMAN ~. Deceased 16. Had the decedent been adjudicated an incapacitated person? .......... ^ ~es ®No If yes, attach a copy of the Order if available; od~crvvi.9e state the Court, tei}m, number, date, and name of Hearing Judge. 1 T. A. List ~ attach a separate list of additional receipts and disb~ since ~ closing date of the Account. N(}1vE it 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 reque~ed, state amount and purpose. If a resen-e is requested for co~msel fees, has notice of the aanouirt of fees to be paid fi~omn the reserve been given to the parties in interest? .................................... .. DY~s ®1+10 If so, attach a ropy of the notice. 19. Is the Court being asked to direct the filing of a Schedule of Distribution? .......................... ©Y~s mNo ~, As to real estate only? ........................................ ~~ m No FantOC-01 ,~.. lols.o~ I!age 8 of 10 ~~~ p,~a~gcrer(s f ~aod o~ . ~ n Wt+~nf ~ ~ mss: s~a-d g} n~ ~ ~ in p~ p A- ~ _ ~,,,_,,,~..,..r---- I3O ~- ._--,. ~• p,~~~lpal. ~,,eet:) ,,,,,~.. r-~ Nom, ~~-___------'~- __----- .~~y: s rs ~~y)~ A~ t31~..:~rK $~ ~~ '~ N~ of R'te' gof10 F~ _ ~._ - Fstate of JUDITH A. HOFFMAN .Deceased V~xt3oa of Pel3tlouer (verific~ must be by at Iaat oa~e petitioner.) The undersigned hereby ~ * [that ~ N/_~ A _,_ s N/~ ..... of the sbovo-mm~ed ,~.~ ¢ao-~,~+~. N/A mid] tl~ th ft~s sat foRh m the foregoing Pttition for Adjudication / Stmt of Proposed Distn'b~tion ~~ ate within the personal knowledge of the Petitioner are true, and a4 to fads based on the '' 'o of others, the Petitioner, after diligeat inquiry, believes them to be true; and that ady its herein are made subject to the penalties of 18 Pa. C.S. § 4904 {relating to iu~swom falsification to authorities). I, Si f 'over • co~nk~e~rwas w.m b.w~eiar t+yor~.~i~r. Cd'a~tiosi Of COrafel The tmdasigned counsel hereby oatifies that the fvt+agoing Petition for A ' . 3tatcmant of Proposed Distn'bution is a teas and acctuate reprocfi~ction of the farm authorised by the S Court, and that no changes to the form have boar made the responses hcrein. ~ J11,~,,,.. Signahuc of Cowosal for Patlti Paw OC-01 ,~. ~o.13.a~ Pie 10 of 10 TKe Patriot-News Co. 812 Market St. Harrisburg, PA 17101 Inquiries - 717-255-8213 SAIDIS, FLOWER & LINDSAY ATTN: JO ANN SEKER 2109 MARKET STREET CAMP HILL PA 17011 c'~e Rio#~1~ews 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 Leslie Kramer, being duly sworn according to law, deposes and says: That she is a Staff Accountant of The Patriot News Co., a corporation organized and existing urhder the laws of the Commonwealth of Pennsylvania, with its principal office and place of business at 812 to 818 Market Str~et, in the City of Harrisburg, County of Dauphin, State of Pennsylvania, owner and publisher of The Patriot-News and fhe Sunday Patriot-News newspapers of general circulation, printed and. published at 812 to 818 Market Street, in the City, Coum~ 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; ' That the printed notice or publication which is securely attached hereto is exactly as printed an published in their regular daily and/or Sunday/ Metro editions which appeared on the date(s) indicated below. That neither she n r 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 pursuant to a resolution unanimously passed a~ adopted severally by the stockholders and board of directors of the said Company and subsequently duly recorded in the office~fgr the Recording of Deeds in and for said County of Dauphin in Miscellaneous Book "M", Volume 14, Page 317. PUBLICATION COPY This ad # 0002035415 ran on the dates sho~n below: January 15, 2010 January 22, 2010 January 29, 2010 Sworn ~d subscribed before r}~ ~hys~02 d~(y of.Febru~ry, 2010 A.D. Notary Public o COMMONt,IV1~.gt,TH Op N NNS VANIA' 3Mrt(s Ki~rter, Notary PubNc ~ of ~: Dauphk~ Courtly MY Commie+slort ~iroa Nov. 26, 2011 MemNer, Pennsylvania Association of Notaries PROOF OF PUBLICATION OF NOTICE IN CUMBERLAND LAW JOURNAL (Under Act No. 587, approved May 16, 1929), P. L.1784 COMMONWEALTH OF PENNSYLVANIA ss. COUNTY OF CUMBERLAND Lisa Marie Coyne, Esquire, Editor of the Cumberland Law Journal, of th ICounty and State aforesaid, being duly sworn, according to law, deposes and says that the Cur~ilberland Law Journal, a legal periodical published in the Borough of Carlisle in the County and date aforesaid, was established Janu 2 1952 and desi ary gnated by the local courts as the official ggal periodical for the publication of all legal notices, and has, since January 2, 1952, begin regularly issued weekly in the said County, and that the printed notice or publication attach~d~ 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: January 8, January 15 and January 22 2010 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 1r1 the subject matter of the aforesaid notice or advertisement, and that all allegations in the forego$ng statements as to time, place and character of publication are true. •~•a~a r-.. aec~d. ship. lraat Pennshoro Town- Executor: Jeffrey E. Newrnayer c/o Thomas E. Flower, Esquire, Saidis, Flower & Lindsay, 2109 Market Street, Camp Hill, PA 17011. Attorney.; Thomas E. Flower. E~~. ~, Flower 8t Lam,. PA/ 701 ~9~~_3,05 p ~~ r ---+*- sa Marie Coyne, itor SWORN TO AND SUBSCRIBED b~fbre me this 22 day of January, 2010 Notary NOTARIAL SEAL DEBORAH A COLLINS Notary Public ~, CARLISLE BORO, CUMBERLAND COI~N'NY My Commission Expires Apr 28, 201 Q t~~f, gam. ~a FIRST AND FINAL ACCOUNT OF JEFFREY E. NEUMAYER EXECUTOR FOR THE ESTATE OF JUDITH A. HOFTMAN NO. 2009-01190 Date of Death: Date of Executor's Appointment: First Complete Advertisement of Grant of Letters Accounting for the Period: DECEMBER 23, 2009 - 16, 2009 23, 2009 15, 2010 10, 2010 Purpose of Account: JEFFREY E. NEUMAYER, Executor, offers this account to I acquaint interested parties with the transactions that have occurred during his administration. It is important that the account be carefully examined. Requests for additional infp~}Imati'on or questions or objections can be discussed with: 'Thomas E. Flo ,Esquire FLOWED W, LLC 10 West Street Carlisle, PA 17'013 (71',x, 243-5513 o ,.., t/~ r r-7 ~ ~ G ~ ~- ~: ~ ~ = r ~ -' _ ' ~ C~ w ~ ~ t~ . -- --- _ _ _ __ _ _~_L _~__ SLIMA+IARY Proposed Distribution to Beneficiaries: none Page No. PRINCIPAL: Receipts 3 Less Disbursements: Debts 3 Funeral Expenses 3 Administrative Expenses 4 Attorney Fees 4 Amounts paid from assets not subject to claims: 11164,890.80 (,125.757.47) ' 39,133.33 11 81.11 ~', 27,852.22 ! 2( 5.017.221 ~ ~ ~, 2,835.00 I (10.000.00) I (7,165.00) I, 7,165.00 2 _r PRINCIPAL RECEIPTS 02/01/2010 House 8c Lot at 5 Carol Ln., Enola 152,900.00 Members 1st checking acct. #189003-11 829.25 Members 1~` savings acct. #189003-00 1,485.8b Prudential Ins. alliance Acct. #4351002887709 3,991.56 ', 2003 Chrysler Sebring Auto, sales price 4,000.00 Excess mortgage escrow returned 1,245.68 Income tax refimd 101.45 Liberty Mutual, return of unused premium 337.OQ TOTAL PRINCIPAL RECEIPTS: Ili 64,890.801 DIS~~ EMENT OF PR~,.I1~TCIPAL DEBTS: Philhaven 15.00 Visa 719.95 ~I Medical bill 173.18 !, Hospice of Central Pa 3,100.00 EMS 250.62 Harrisburg Pharmacy 140.00 J.C. Penney 597.57 ', SF8cL, lifetime legal services 607.50 ', Chase Mortgage Loan payoff at settlement 87,374.74 ', Members 1~ Home Equity loan payoff 32,778.91 TOTAL DEBTS: (15.757.47) 39,133.33 FUNERAL EXPENSES• Sullivan Funeral Home of Enola 7,212.00 I~' Rolling Crreen Cemetery 1,345.00 JDK Catering, memorial dinner 2 724.11 TOTAL FUNERAL EXPENSES: 11 81.11 ', 27,852.22 ' A specific bequest of jewehy with appraised value of aZ,485.00, which was disbtibutad in kind to Sloan Weisert pursuant to Item Second of the decedent's last will, is omitbod from this accotmt. 3 ADMINISTRATION EXPENSES: Probate Fee 319.50 Executor's Notices 244.92 Filing Fee, Inheritance Tax Return 15.00 Appraisal 200.00 Obituary 85.00 Township dumping permit 30.00 PPL 86.51 Members 1 ~` Home Equity Loan, debt service prior to sale 782.76 Chase Home Finance mortgage loan, debt service prior to sale 3,154.88 J.F. McGraw Co., W light installation for well water 662.50 Pa Water Specialists, serviced water system 89.04 F.M. OPPEL, heating fuel 997.89 Liberty Mutual, auto insurance 87.75 Real estate agent's commission 9,324.00 Realty Transfer Tax 1,529.00 Overnight fees from settlement 40.00 Notary and tax certification fees 20.00 County/Township Taxes 491.77 ~' Less county 8t school taxes credited at settlement (642.92) E. Pennsboro Twp, sewer 137.00 Less sewer payments credited at settlement (51.05) "Seller assist" deducted from sale proceeds at settlement 7,000.00 Fed Ex 7.75 Misc. disbursements 245.92 Account Filing & Adv't Fees 130.00 Register's Automation 8t JCP Fees 15.00 Filing Fee, Petition for Adjudication 15.00 TOTAL ADMINISTRATIVE EXPENSES: 25 17.22 2,835.00 ATTORNEY FEES: Saidis, Flower 8t Lindsay 7,500.00 Flower Law, LLC 75.00 ', Balance of attorney fees, to be apportioned 2 4. 25,00 Total attorney fees: 1( 0.000.001 '' (7,165.00) Amounts voluntarily paid from assets not subject to claims2: 7165,00 z Facecubor elected to pay deficiency fi+nm inherited IRA and/or life insmaixx benefits 4 STATE OF MARYLAND) COUNTY OF _ ~~N~ ) . SS. Jeffrey E. Neumayer, Executor under the Last Will and Testament of ~udith A. Hoffman, deceased, hereby declares under oath that he has fully and faithfi~l~y discharged the duties of his office; that the foregoing First and Final Account is true and cp~rect and fiilly discloses all significant transactions occurring during the accounting period;'~that all known claims against the estate, which are shown as paid in the foregoing account, ~ave been paid in full; that, to his knowledge, there are no claims now outstanding against the estate, except as disclosed in the foregoing account; and that all taxes presently due from the estate have been paid. ~X E. Neuma ecutor Sworn to and subscribed before me this 0~- day of , 2010. Notary Public 5