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HomeMy WebLinkAbout09-09-10_. ~ 8' 1,7/ 9.G, DECEDENT'S ESTATE COURT OF COMMON PLEAS OF Cumberland COUNTY, PENNSYLVANIA ORPHANS' COURT DIVISION ESTATE OF Esther A. Lauver ,DECEASED 21-08-0136 No . e~ cn ~; rn {• ~ '~ PETITION FOR ADJUDICATION 1 a ~~` STATEMENT OF PROPOSED DISTRIBUTION ~ s .._ -.-~ PURSUANT TO Pa. O.C. Rule 6.9 ~, ~ `, .~ ... ~~ ~ This form may be used in all cases involving the Audit of the Account of a Decedent "~s estate. If space is insuj~cient, riders may be attached. Attach the spouse's election, if arty;. 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 . Richard C. Snelbaker Supreme Court LD. No.: 6355 j 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-01 rev. 10.13.06 Page 1 Of 1 O Estate of Esther A. Lauver _ _ ,Deceased 1. Name(s) and address(es) of Petitioner(s): Name: John R. Lauver, Jr. Ac4lress: 70 Black Walnut Drive Valley Green Heights, Etters, PA 17319 Identify any executors or administrators who have not joined in the Petition fpr Adjudication and Statement of Proposed Distribution and state reason: N1A Is this the first accounting by this fiduciary? .. . .................. ~ ~d'es ~ No If not, identify prior accountings, the accounting periods covered, and the jd~te of adjudication of the prior accounting. 2. Decedent died on January 15, 2008 ® Letters Testamentary or Letters of Administration were granted to Pettio~-er(s) on February 7.2008 Date of Will (if applicable): September 28, 2000 Date(s) of Codicil(s) (if applicable): N1A I Date of probate (rf d fferent from date Letters granted): Same date as above' Was a bond required? ®Yes ®No If yes, state amount: Are proofs of advertising of the grant of Letters attached? ......... ~ ~eis ~ No Dates of advertising of the grant of Letters: patriot News, February 14, 21, ~8, 2008 ~~ Cumberland Law Journal, February 22, 29, March 7, 2008 Form OC-Q/ rev. 10.13.06 1*age 2 of 10 I I Estate of Esther A. Lauver 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? ...... .. ~~i'es ~ 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): NIA 6. Did decedent marry after execution of Will or Codicil(s)? ........... [~ ~l'es ®No Were any children born to decedent after execution of Will or Codicil(s)? ........................................... ~ ~'es ®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-o~ rev. ]0.13.06 Rage 3 of 10 Estate of Esther A. Lauver ,Deceased 8. Written notice of the Audit as required by Pa. O.C. Rules 6.3, 6.7 and 6.8 ha~ lbeen or will be given to all parties in interest listed in item 9 below, all unpaid creditors at-d X1,1 claimants listed in item 10 below. In addition, notice of any questions requiring Adjud cation as discussed in item 14 below has been or will be given to all persons affected t ereby. A. If Notice has been given, attach a copy of the Notice as well as a list c}f'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 mames and addresses of the parties receiving such Notice shall be submitted at th 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 incapac't~ted 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.x, D. If any charitable interest is involved, Notice of the Audit has been or ~ ill also be given to the Attorney General as required under Pa. O.C. Rule 5.5. In~ddition, the Attorney General's clearance certificate (or proof of service of Notre ~nd a copy of such Notice) must be submitted herewith or at the Audit. 9. List all parties (charitable and non-charitable} of whom Petitioners} haslhave ~ptice or knowledge, having or claiming any interest in the estate as beneficiaries under~ltlse 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): Form OG01 0 Estate of Esther A. Lauver _ ,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 ands 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. 1. Michael Lauver - Atilla Cidam, Guardian .Date of Birth -Court Apgointment - 10/22/1947 C. State why a Petition for Guardian/Trustee Ad Litem has or has not been $sled for this Audit (see Pa. O.C. Rule 12.4). D. If distribution is to be made to the personal repxesentative of a deceased) party, state date of death, date and place of grant of Letters and type of Letters granted. N/A Form OC-O1 rev. 10.13.06 Pajg~ 5 of 10 Estate of Esther A. Lauver 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. 11 Name and Address ojEach Claimant Amount ojClaim Claim Will Claim Admitted? Be Paid In Fu1J? None (Yes [ Yes ~No 0 No Yes Yes ~No No [Yes Yes ~No No '~ Yes Yes ~No No ae estate is insolvent, attach a schedule setting forth the order of preferenc e under Pa.C.S. § 3392 and the proposed payments. s family exemption claimed? ................................ ~ ~'~s mNo a If t 20 W Was family exemption allowed? ............................... . Family exemption claimant's name and relationship: Name: Relationshio.• des ®No Form OC-01 rev. 10.13.06 tTage 6 of 10 Estate of Esther A. Lauver Deceased 12. The amount of Pennsylvania Transfer Inheritance Tax and additional Penns}~1Wania Estate Tax paid, the date(s) of payment(s), and the interest(s) upon which paid, are ~s follows: Date Payment Interest 4/4/2008 15,000.00 0.00 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? ................... [~~I,Yes ~ No If yes, provide the name of the estate, indicate whether an account has begin filed and confirmed absolutely and all awards performed, or, in the alternative, ho the decedent's estate will be discharged for the decedent's fiduciary adminiis`t~ration of the estate. 14. A. Describe in detail any questions requiring adjudication and state the position of the Petitioner(s) as to each question: NJA B. Has notice of the question requiring adjudication been given to the parties identified in Paragraph 9 above? .................. ~] `des Q 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-01 rev. 10.13.06 1'~age 7 of 10 Estate of Esther A. Lauver Deceased 16. Had the decedent been adjudicated an incapacitated person? .......... ~ des ®No If yes, attach a copy of the Order if available; otherwise state the Court, ~e~hn, number, date, and name of Hearing Judge. 17. A. List or attach a separate list of additional receipts and disbursements sincje the closing date of the Account. None B. Has notice of the additional receipts and disbursements been given to the parties identified in Paragraph 9 above. ~~~es ®No 18. If a reserve is requested, state amount and purpose. dmounr: 2,000.00 pu,pose. Filing fees, accountant fees and other miscellaneous costs associat$d 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? ........................................ ~~'~s ®No If so, attach a copy of the notice. 19. Is the Court being asked to direct the filing of a Schedule of Distribution? .......................... ~~es ^No As to real estate only? ........................................ [~e~s ~ No Form oc-o~ rev. 10.13.06 IIP~ge 8 of 10 Estate of Esther A. Lauver Deceased Wherefore, your Petitioner(s) ask(s) that distribution be awarded to the pairtip~ entitled and suggest(s) that the distributive shares of income and principal (residuary sharesbeing stated in proportions, not amounts) are as follows: A. Income: Proposed Dtstributee{sJ Amount/Proportion See Accounting B. Principal: Proposed Distributee(s) AmoundProportton See Accounting Submitted By: (All petitioners must sign. Add additional lines if necessary): Name of titioner: John R. L u r, Jr. Name of Petitioner: Form OC-01 rev. 10.13.06 Page 9 of 10 Estate of Esther A. Lauver ,Deceased Verification of Petitioner (Verification must be by at least one petitioner.) The undersigned hereby verifies * that he/she he is ~~rre Executor ~~ of the above-named name of corporarron Estate of Esther A. Lauver and] that t~~ facts set forth in the foregoing Petition for Adjudication !Statement of Proposed Distribution vwhich are within the personal knowledge of the Petitioner are true, and as to facts based on thel,iMformation of others, the Petitioner, after diligent inquiry, believes them to be true; and that any Ifalse statements herein are made subject to the penalties of 18 Pa. C.S. § 4904 (relating to lunsworn falsification to authorities). Signatur of Petitioner ' * Corporate petitioners must co-nplete bracketed information. Certification of Counsel The undersigned counsel hereby certifies that the foregoing Petition for Adjuc~i~.ation/ Statement of Proposed Distribution is a true and accurate reproduction of the form Pe i~ion authorized by the Supreme Court,'and that no changes to the form have been made be~ond the responses herein. ~ Signature of Counsel for Petitioner FormOC-01 rev. /0.13.06 Page LO Of 1O Tl~e Patriot-News Co. 812 Market St. Harrisburg, PA 17101 Inquiries - 717-255-8292 SNELBAKER, BRENNEMAN & SPARE, P.C. 44 WEST MAIN STREET P.O. 80X 318 MECHANICSBURG PA 17055 c2~e ~a~iot~~tews 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 Sheet, in the City of Harrisburg, County of Dauphin, State of Pennsylvania, owner and publisher of The Patriot-News and Tthe~ Sunday Patriot-News newspapers of general circulation, printed and published at 812 to 818 Market Street, in the City, County sand State aforesaid; that The Patriot-News and The Sunday Patriot-News were established March 4th, 1854, and September 18th', 1948, respectively, and all have been continuously published ever since; That the printed notice or publication which is securely attached hereto is exactly as printed ~n~ published in their regular daily and/or Sunday! Metro editions which appeared on the date(s) indicated below. That neither he ,nod laid Company is interested in the subject matter of said printed notice or advertising, and that all of the allegations of 1<hi$ 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 t!o',verify this statement on behalf of The Patriot-News Co. aforesaid by virtue and pursuant to a resolution unanimously passed anp'adopted severally by the stockholders and board of directors of the said Company and subsequently duly recorded in the office fbr the Recording of Deeds in and for said County of Dauphin in Miscellaneous Book "M", Volume 14, Page 317. PUBLICATION COPY This ad # 0001812947 ran on the dates shbwln below: February 14, 2008 February 21, 2008 February 28, 2008 pis uxQk~sNC ~a~~t n ~o ~'~ a•., _ rn to an -s '` scribed before m thi 8 d o February, 2008 A. D. ~~ ~ - ~ runt ~.~ ~. ~.~c•L. ~? ~"~ ~~ Notary Public '" ~'it~tgRE1lNgNwgN,F~ ,t' ~r } '; ; ~ e' `- - .~?~~~ { COMMONWEALTH O~ P NSYLVANIA s` Notarial Stletris L Kbner, ~ PUbfC City Ot t•~rtiatw~g; Cowdy My CarNr~fon • ~, 2011 Memtaer, Psnnsylvanla a o of Notariee~ .. /` !,~ PROOF OF PUBLICATION OF NOTICE IN CUMBERLAND LAW JOURNAL (Under Act No. 587, approved May 16, 1929), P. L.1784 COMMONWEALTH OF PENNSYLVANIA ss. C'niTNTY nF CUMBERLAND Lisa Marie Coyne, Esquire, Editor of the Cumberland Law Journal, of ~ County and State aforesaid, being duly sworn, according to law, deposes and says that the ~ 'berland Law Journal, a legal periodical published in the Borough of Carlisle in the County anal tote 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, 195, den regularly issued weekly in the said County, and that the printed notice or publication altta~lxed hereto is exactly the same as was printed in the regular editions and issues of the said Cun4lberland Law Journal on the following dates, viz: February 22, February 29 and March 7, 200$ Affiant further deposes that he is authorized to verify this statement by !th~ 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 itl the foregoing statements as to time, place and character of publication are true. ~, F Li Marie Coyne, E for SWORNTO AND SUBSCRIBED before me this 7 day of March. 2008 Notary Lauver, Esther A., deed. Late of Upper Allen Township. Executor: John R. Lauver, Jr., ?0 Black Walnut Drive, Valley Green Heights, Ettera, PA 17319. Attorneys: Snelbaker ~ Bren- neman, P.C., 44 West Main Street, P.O. Box 318, Mechanicsburg, PA 17055-0318. NOTARIAL SEAL DEBORAH A COLLINS Notary Public CARLISLE BORO, CUMBERLAND d0 NTY My Commission Exp(res Apr 28~ 2q~t ~ COMMONWEALTH OF PENNSYLVANL4 DEPARTMENT OF PUBLIC WELFARE BUREAU OF FINANCULL OPERATIONS DMSION OF THIRD PARTY LIABILITY ESTATE RECOVERY PROGRAM PO BOX 8486 HARRISBURG, PA 17105-8468 September 4, 2008 SNELBAKER & BRENNEMAN PC RICHARD C SNELBAKER ESQUIRE 44 W MAIN ST MECHANICSBURG PA 17055 Re: ESTHER A LAUVER SSN: 203-10-7534 Dear Attorney Snelbaker: Pursuant to your letter dated August 13, 2008, the Department of Public Welfare (DPW), Estate Recovery Program, has reviewed the information you provided regarding the above-referenced individual. It has been determined that this individual did not receive any' type of assistance during the questioned period. Therefore, according to the information you provided, the Deparitment's Estate Recovery Program will not seek any recovery from this estate.' If your client applied for Medical Assistance and had an application and/or hearing pending at the time of death, please advise us and provide any addit',ional information that may affect a recovery by our Department. If you have any questions, please feel free to contact me. Sincerely, ~~~~ Carole A. Procope Recovery Section Manager (717)772-6604 SNELBAKER ~ BRENNEMAN, P.C. w FROFesslowv. coRFORnnoN ATTORNEYS AT LAW 44 WEST MAIN STREET MECHANICSBURG. PENNSYLVANIA 17055 RICHARD C. SNELBAKER P. O. HOX 318 KEITH O. BRENNEMAN 717-697.8528 FACSIMILE (717) 697-7681 September 9, 2010 T0: Slate Hill Mennonite Church Certified Mail ',No. 1352 Slate Hill Road 7007 2680 0000 ''2363 1768 Camp Hill, PA 17011 Robert Lauver Certified Mail No. 57 Woodloch Springs 7007 2680 0000 ;2363 1775 Hawley, PA 18428 Shirley Lauver Certified Mail ~1m. 531 West Keller Street 7007 2680 0000 X363 1782 Mechanicsburg, PA 17055 Linda Wallace Certified Mail ~o. 23 Lookout Drive 7007 2680 0000 X363 1799 Ledgewood, NJ 07852 James Cocklin Certified Mail into. 680 Fickes School Road 7007 2680 0000 ~~63 1805 York Springs, PA 17372 Barry Lauver Certified Mail I~4. 712 Wimmer Road 7007 2680 0000 X363 1812 Glen Burnie, MD 21601 Wayne Lauver Certified Mail o. 201 South Hillside Street 7007 2680 0000 363 1829 Rutherfordton, NC 28139. Sara Lauver .Certified Mail No. 210 South Hillside Street 7007 2680 0000 2,363 1614 Rutherfordton, NC 28139 Brian Cocklin Certified Mail N'~o. 680 Fickes School Road 7007 2680 0000 ZI363 1621 York Springs, PA 17372 ', Adriene Lauver Certified Mail N'~OI. 107 Royce Drive 7007 2680 0000 2';363 1638 Cary, NC 27511 Alan Lauver Certified Mail N{~I. 5948 Ocala Court 7007 2680 0000 2k363 1645 Gallaway, OH 43119 SNELBAKER ~ BRENNEMAN, P. C. Estate of Esther A. Lauver September 9, 2010 Page 2 Amanda Lauver Certified Mail ''No. 210 South Hillside Street 7007 2680 0000 '2363 1652 • Rutherfordton, NC 28139 Ruth W. Lauver Certified Mai1 1No. C/O E. Eugene Lauver 7007 2680 0000 !2'3.363 1669 28002 Willow Green Katy, TX 77494 E. Eugene Lauver Certified Mail Nq. 28002 Willow Green 7007 2680 0000 2363 1676 Katy, TX 77494 Loren Lauver Certified Maid. ~Vo. 28002 Willow Green 7007 2680 0000 X363 1683 Katy, TX 77494 Richard Lauver Certified Mail ©. 17809 Cumberland Highway 7007 2680 OOOd 363 1690 Newburg, PA 17240 ', Atilla Cidam Certified Mail ~p. Guardian for Michael Lauver 7007 2680 0000 2363 1706 The Lodge, Inc. 313 West Liberty, Suite 233 Lancaster, PA 17603 Kristen Lauver Certified Mail Igo. 9618 Buchannan Street, NE 7007 2680 0000 2363 1713 Blaine, MN 55434 Sarah Lauver Certified Mail I~q. 7034 Steam Boat Lake Drive 7007 2680 0000 2363 1720 LaPorte, MN 56461 Martha Lauver Rohrbaugh Certified Mail Na. 3437 Brenneman Road 7007 2680 0000 2363 1607 Glen Rock, PA 17327 Lois Lauver Zimmerman Certified Mail N,a. 7345 Fishing Creek Valley Road 7007 2680 0000 23'63 1836 Harrisburg, PA 17112 Brad Zimmerman Certified Mail Nol. 410 North Front Street 7007 2680 0000 23'63 1843 Wormleysburg, PA 17043 John R. Lauver, III Certified Mail Np',. 2001 Red Bank Road, Lot #6 7007 2680 0000 2'363 1850 Dover, PA 17315 SNELBAKER & BRENNEMAN, P. C. Estate of Esther A. Lauver September 9, 2010 Page 3 Joanna Lauver 1001 West Barnes Avenue Lansing, Michigan 48910 John R. Lauver, Jr. 70 Black Walnut Drive Valley Green Heights Etters, PA 17319 Certified Mail No. 7007 2680 0000!2'363 1867 Re: Estate of Esther A. Lauver, Deceased Estate No. 21-08-0136 NOTICE TO PARTIES IN INTEREST The undersigned, as Attorney for John R. Lauver, Jr., tie Executor of the Estate and under the Last Will and Testament of Esther A. Lauver, Deceased, hereby gives notice to each', of the above named persons pursuant to Rule 6.3 of the Pennsyll~~nia Supreme Court Orphans' Court rules as follows: 1. He has filed this date in the office of the Clerk of Orphans' Court and Register of Wills of Cumberland Coun~~, Pennsylvania, at Carlisle, PA, the First and Final Account of his administration as such Executor, together with an Inventory and Statement of Proposed Distribution, true copies of whcm are enclosed herewith. 2. Said Account and Statement will be presented ~© a judge of the Orphans' Court Division of the Cumberland CountylCourt of Common Pleas at the Cumberland County Court House, 1 Court House Square, Courtroom No. 1, Carlisle, PA 17013, on Octoberl,l2, 2010 at 9:00 o'clock A.M., prevailing time, at which time sai';d Account will be confirmed and distribution ordered in accordant with said Statement of Proposed Distribution unless written objections are filed prior thereto. 3. You have the right to file written objectionsl!to said Account and Statement prior to the confirmation as scheduled above. Very truly yours, Richard C. Snelbaker RCS: sks Enclosures IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PA. ORPHANS' COURT DIVISION FILE NO: 21-08-0136 FIRST AND FINAL ACCOUNT OF John R. Lauver, Jr., Executor For ESTATE OF ESTHER A. LAUVER Social Security #: 203-10-7534 Tax ID #: 26-6232071 Date of Death: January 15, 2008 ', Date of Incapacity, if any: None Date of Executrix Appointment: February 7, 2008 Date of First Complete Advertisement: February 14, 2008 Accounting for the period: January 15, 2008 ', to August 2, 2010 Purpose of Account: John R. Lauver, Jr., Executor, offers this Acxount to acquaint interested parties with the transactions that have occurred during his Administration. ', It is important that the Account be carefully examined. Requests for additional information, questions or objections can be discussed with: Richard C. Snelbaker Snelbaker & Brenneman, P.C. 44 West Main Street Mechanicsburg, PA 17055 Phone #: 717-697-8528 Supreme Court LD. No: 06355 ra LAw o~icEs SNELBAKER SC BRENNEMAN, P.C. Page 1 .~ d_ o ; 'C ~ ~ ~°~.-, i-~~ -v ~°-; -. ~ J~ ~~ A f s-t , - _ ~ . i' ~-t ~ '~ ,~ • 1 _i__~_ i_ SUMMARY OF ACCOUNT ___ __ PRINCIPAL PAGE Receipts 3 $81,834.94 Net Gain on Sales or Disposition 3 -137.71 ~'$ 81,697.23 Less Disbursements: Debts of Decedent 3 $ 16,842.78' Funeral Expenses 3 650.Od Administration Expenses 3 & 4 3,448.77! Family Exemption 4 0.00 Federal, State & Local Taxes 4 15,004~.Oq' Fees and Commissions 4 7,941,.00 43,887.55 Balance before Distributions $ 37,809.68 Distributions to Beneficiaries 4 0.00 Principal Balance on Hand $ 37,809.68 For Information: Investments Made 5 Changes in Holdings 5 INCOME Receipts 5 ' $ 22.39 Less Disbursements 5 $0.00 Balance before Distributions ~- 22.39 Distributions to Beneficiaries 5 $0.00 Income Balance on Hand 6 22.39 COMBINED BALANCE ON HAND ' 37,832.07 , Listing of Unpaid Creditors 6 Listing of Persons Interested in 6 & 7 Distribution of Estate Proposed Distribution to Beneficiaries 8 & 9 Affidavit /Verification 10 LAw o~icEs SNELBAKER Ec BRENNEMAN, P.C. - _ Page 2 _ _ ~_ i L _i__ __ _ PRINCIPAL RECEIPTS Assets Listed on Inventory per copy of attached: (Valued as of Date of Death) ADJUSTMENTS TO INVENTORY SUBSEQUENT RECEIPTS 10/27/2008 Ameriprise Financial, distribution 12/11/2008 Ameriprise Financial, distribution 12!11/2008 Cash found in personal belongings of the Decedent 4/24/2009 PA Department of Revenue, Inheritance Tax refund 4/2/2010 Cash found in personal belongings of the Decedent 6/16/2010 General Motors Corp, settlement from class action law suit TOTAL PRINCIPAL RECEIPTS 7!7/2008 Ameriprise Financial, mutual fund #01140666083 4 002 9/9/2008 Edward Jones, investment account #270-04321-1-1 8/2/2010 Delphi Corporation, 77 shares of common stock stocks have no value of as the date of this accounting Company filed Chapter 11 TOTAL GAINS AND LOSSES NET LOSS TRANSFERRED TO SUMMARY DISBURSEMENTS OF PRINCIPAL LAW OFFICES SNELBAKER & BRENNEMAN, P.C. DEBTS OF DECEDENT 3/17/2008 Messiah Village, balance due for nursing home services 3/19/2008 PA Department of Revenue, 2007 Income Tax due 4/3/2008 Pinnacle Health, medical expenses 4/10/2008 Alert Pharmacy, costs of medicine FUNERAL EXPENSES 6/26/2008 Gingrich Memorials, grave marker 10/6/2008 Gingrich Memorials, grave marker ADMINISTRATION EXPENSES 3/19/2008 H&R Block, preparation of 2007 taxes 3/20/2008 PNC Bank, check printing fee 10/2/2008 Register of Wills, filing fee for Inheritance Tax Return 10/27/2008 Register of Wills, additional probate fee 4/2/2009 H&R Block, preparation of Fiduciary taxes ending 12/31!08 4/2/2009 Postmaster, postage expense Page 3 $80,926.91 0.00 ' 83.72 7.87 25.00 '~ 779.75 '' 0.11 11.58 $81,834.94 GAIN I4oss $ 206.86 $ 81.47 ' $ 12.32 $ 81.47 '~ $ 219.18 I!,~ (137.71) $ 11,704.11 ~~, 339.00 4,358:851 4401821. $ 16,842.78 $ 325.~0I, 325~0~0~~ $ 650.00 383.00 17.00 15;00 ~I 1201001 352:001 1.851 _~._. . _.. L_L-___--- DISBURSEMENTS OF PRINCIPAL CONTINUED The following items are to be paid with the confirmation of this accounting: "*" Snelbaker & Brenneman, P.C., costs advanced: 560.92 a. USPS, postage expense for Beneficial 25.51 Notices b. Register of Wills, probate fee 140.00 c. Register of 1Nills, short certificates 16.00 d. Patriot-News, advertise Executor Notice 304.41 e. Cumberland Law Journal, advertise 75.00 Executor Notice """ Reserve for filing fees, accountant fees and other 2,0001.017, miscellaneous costs associated with the administration ' of the Decedent's estate ', $ 3,449.77 FAMILY EXEMPTION 0.001 0.00 FEDERAL. STATE & LOCAL TAXES ', 4/3/2008 Register of Wills, estimated Inheritance Tax payment $ 15,OOO.pO Iii 4/2/2009 PA Department of Revenue, Fiduciary taxes ending 12/31/08 4'.00 $ 15,004.00 FEES AND COMMISSIONS The following items are to be paid with the confirmation of this accounting: ""' John R. Lauver, Jr., Executor Commission $ 4,046.0' `"* Snelbaker & Brenneman, P.C., attorney fees 3,89_'~i.00~ $ 7,941.00 TOTAL DISBURSEMENTS OF PRINCIPAL I $ 43,887.55 DISTRIBUTIONS OF PRINCIPAL TO BENEFICIARIES NONE $0.00 TOTAL DISTRIBUTIONS OF PRINCIPAL TO BENEFICIARIES ' $0.00 PRINCIPAL BALANCE ON HAND FIDUCIARY VALUE AT '~ ACQUISITION 8/2/2010 ~!, uALUE Common Stocks & Bonds $OAO ~ $ 12,524.48 Cash 48,333.89, 68,402.43 *"" Less items to be paid at Distribution (10,501.92)I, TOTAL PRINCIPAL BALANCE ON HAND $ 37,832. 7 i 80,926.91 Lnw o~icEs SNELBAKER EC BRENNEMAN. P.C. Page 4 _, _ __ INFORMATION SCHEDULES PRINCIPAL INVESTMENTS MADE NONE CHANGES IN PRINCIPAL HOLDINGS vw o~icEs SNELBAKER SC BRENNEMAN. P.C. NONE RECEIPTS OF INCOME 3/11/2008 PNC Bank, checking account #5070092732, interest 3/11!2008 PNC Bank, savings account #5003632217, interest TOTAL RECEIPTS OF INCOME DISBURSEMENTS OF INCOME NONE TOTAL DISBURSEMENTS OF INCOME DISBURSEMENTS OF INCOME TO BENEFICIARIES NONE TOTAL DISBURSEMENTS OF INCOME TO BENEFICIARIES 11.23 11.16 22.39 $0.00 $0.00 $0.00 $0.00 Page 5 LAw o~icES SNELBAKER 8C BRENNEMAN, P.C. * UNPAID CREDITORS: NONE "* PERSONS INTERESTED IN DISTRIBUTION OF ESTATE: 1. Slate Hill Mennonite Church 1352 Slate Hill Road Camp Hill, PA 17011 2. Robert Lauver 57 Woodloch Springs Hawley, PA 18428 3. Shirley Lauver 531 West Keller Street Mechanicsburg, PA 17055 4. Linda Wallace 23 Lookout Drive Ledgewood, NJ 07852 5. James Cocklin 680 Fickes School Road York Springs, PA 17372 6. Barry Lauver 712 Wimmer Road Glen Burnie, MD 21601 7. Wayne Lauver 210 South Hillside Street Rutherfordton, NC 28139 8. Sara Lauver 210 South Hillside Street Rutherfordton, NC 28139 9. Brian Cocklin 680 Fickes School Road York Springs, PA 17372 10. Adriene Lauver 107 Royce Drive Cary, NC 27511 11. Alan Lauver 5948 Ocala Court Gallaway, OH 43119 12. Amanda Lauver 210 South Hillside Street Rutherfordton, NC 28139 13. Ruth W. Lauver c/o E. Eugene Lauver 28002 Willow Green Katy, TX 77494 Page 6 14. E. Eugene Lauver 28002 Willow Green Katy, TX 77494 15. Loren Lauver 28002 Willow Green Katy, TX 77494 16. Richard Lauver 17809 Cumberland Highway Newburg, PA 17240 17. Atilla Cidam Guardian for Michael Lauver The Lodge Inc. 313 West Liberty, Suite 233 Lancaster, PA 17603 18. Kirsten Lauver 9618 Buchannan Street NE Blaine, MN 55434 ', 19. Sarah Lauver 7034 Steam Boat Lake Drive LaPorte, MN 56461 ', 20. John R. Lauver, Jr. (Individually and as Trustee for Joanna Lauver) 70 Black Walnut Drive Valley Green Heights Etters, PA 17319 21. Martha Lauver Rohrbaugh (Invididually and as Trustee for Joanna Lauver) 3437 Brenneman Road Glen Rock, PA 17327 22. Lois Lauver Zimmerman 7345 Fishing Creek Valley Road Harrisburg, PA 17112 23. Brad Zimmerman 410 North Front Street Wormleysburg, PA 17043 24. John R. Lauver, III 2001 Red Bank Road, Lot #6 Dover, PA 17315 25. Joanna Lauver 1001 West Bames Avenue Lansing, Michigan 48910 uw o~~cEs SNELBAKER 8L BRENNEMAN, P.C. Page 7 ~ -L_i_-_ -- - LAW OFFICES SNELBAKER & BRENNEMAN, P.C. PROPOSED DISTRIBUTION TO BENEFICIARIES John R. Lauver, Jr., Executor and Accountant herein, proposes to distribute the balance of the Estate of Esther A. Lauver, Deceased, to wit: $ 37,832.07 in accordance with the Last Will and Testament of said Decedent as follows: 1. Slate Hill Mennonite Church 10% of net distributable probate estate per Item Third of Will 2. Shirley Lauver 8.6956% (2 parts) of residuary estate per Item 4A of Will 3. Robert Lauver 4.3478% (1 part) of residuary estate per Item 46 of Will 4. Linda Wallace 4.3478% (1 part) of residuary estate per Item 4C of Will 5. Sara Lauver 8.6956% (2 parts) of residuary estate per Item 4D of Will 6. James Cocklin 1.4493% (1/3 part) of residuary estate per Item 4E of Will 7. Barry Lauver 1.4493% (1/3 part) of residuary estate per Item 4E of Will 8. Wayne Lauver 1.4493% (1/3 part) of residuary estate per Item 4E of Will 9. Brian Cocklin 1.0870% (1/4 part) of residuary estate per Item 4F of Will 10. Adriene Lauver 1.0870% (1/4 part) of residuary estate per Item 4F of Will 11. Alan Lauver 1.0870% (1/4 part) of residuary estate per Item 4F of Will 12. Amanda Lauver 1.0870% (1/4 part) of residuary estate per Item 4F of Will 13. Ruth W. Lauver 13.0434% (3 parts) of residuary estate per Item 4G of Will 14. E. Eugene Lauver 4.3478% (1 part) of residuary estate per Item 4H of Will 15. Loren Lauver 4.3478% (1 part) of residuary estate per Item 41 of Will 16. Richard Lauver 8.6956% (2 parts) of residuary estate per Item 4J & 4K of Will Page 8 ', '$ 3,783.21 2,960.75 1,480.38 1,480.38 2,960.75 493.47 493.47 493.47 370.11 370.11 370.11 370.11 4,441.13 1,480.38 !~ 1,480.38 ', 2,960.75 17. Atilla Cidam Guardian for Michael Lauver 8.6956% (2 parts) of residuary estate per Item 4J & 4K of Will 2,960.75 18. Kirsten Lauver 2.1739% (1/2 part) of residuary estate per Item 4L of Will 740.19 19. Sarah Lauver 2.1739% (1/2 part) of residuary estate per Item 4L of Will ' 740.19 20. John R. Lauver, Jr. ', 7.6087% (1 3/4 part) of residuary estate per Item 4M ~ 4N of Will ! 2,590.69 21. Lois Lauver Zimmerman 7.6087% (1 3/4 part) of residuary estate per Item 4M & 4N of Wilt I 2,590.69 22. Martha Lauver Rohrbaugh ', 1.0870% (1/4 part) of residuary estate per Item 4N of Will ~ 370.11 23. i Brad Zimmerman I ~ 1.0870% (114 part) of residuary estate per Item 4N of Will !~ 370.11 24. John R. Lauver, III 2.1739% (1/2 part) of residuary estate per Item 40 of Will 740.19 25. John R. Lauver, Jr. and Martha Lauver Rohrbaugh, Trustees for Joanna L~uv~er 2.1739% (112 part) of residuary estate per Item 40 of Will ', 740.19 TOTAL DISTRIBUTION: ', $ I 37,832.07 Lnw o~~cES I I ~' SNELBAKER & BRENNEMAN, P.C. I~ I I Page 9 ~I AFFIDAVIT !VERIFICATION JOHN R. LAUVER, JR., Executor under the Last Will and Testament of ESTHER A. LAUVER, 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 c~lrr~ct and fully discloses all significant transactions occurring during the accounting period; that III known claims against the Estate have been paid in full; to his knowledge, there are no Claiiln~ 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 occulrrejd more than 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 unswom falsification to authorities. ~. ~ J n R. Lauver, Jr., Executor Dated: ____~~L_ Subscribed and affirmed to by JO N R. LAUVER, JR. before me this _, day of~,~2010 Not ry Pubiic COMMONWEALTH OF PENNSYLVANIA Notarial Seel Sandra K ShovMers, Notay Public Medhar~g Boro, aertbe~land County My C,omm~ion Expires Nov. 22.2011 Member, Pennsylvania Assoclatian of Notaries i.Aw o~icEs SNELBAKER 8t BRENNEMAN, P.C. Page 10 _. i J_-L _____