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DECEDENT'S ESTATE
COURT OF COMMON PLEAS OF
CUMBERLAND COUNTY, PENNSYLVANIA
ORPHAN'S COURT DIVISION
ESTATE OF MARY B. FINKENBINDER, DECEASED
NO. 21-09-0117
PETITION FOR ADJUDICATION/
STATEMENT OF PROPOSED DISTRIBUTION
PURSUANT TO Pa. O.C. Rule 6.9
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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 spouse's election, if any; the papers
required under items 8-19 inclusive; and any instrument pertinent to the adjudication.
INCLUDE ATTACHMENTS AT THE BACK OF THIS FORM.
Name of Counsel:
Supreme Court I.D. No:
Name of Law Firm
Address:
Telephone:
Fax:
Stephen D. Tiley, Esquire
32318
Frey and Tiley
5 South Hanover Street, Carlisle, PA 17013
(717) 243-5838
(717) 243-6441
Estate of Mary B. Finkenbinder, Deceased
1. Name(s) and address(es) of Petitioner(s):
Name: Charles R. Finkenbinder
Roger L. Finkenbinder
Aaaress: 804 Creek Road
Carlisle, PA 17015
358 McAlllister Church Road
Carlisle, PA 17013
Identify any executors or administrators who have not joined in the Petition for
Adjudication and Statement of Proposed Distribution and state reason:
Glenn A. Finkenbinder, 10 Creekview Road, Newville, PA 17241. Glenn A.
Finkenbinder is a Co-Executor who signed the First and Final Account and Proposed Schedule
of Distribution, but left for an out-of-state vacation before this Petition was prepared. The
undersigned legal counsel represents to the Court that Glenn A. Finkenbinder has no objection
to the First and Final Account and Proposed Schedule of Distribution, or this Petition.
Is this the first accounting by this fiduciary? .........................................._X_Yes_No
If not, identify prior accountings, the accounting periods covered, and the date of
adjudication of the prior accounting.
2. Decedent died on January 29.2009
_X_Letters Testamentary or -Letters of Administration were granted to Petitioner(s)
on February 4 2009
Date of Will (if applicable) August 24. 1993
Date(s) of Codicil(s) (if applicable) N/A
Date of Probate (if different from date Letters granted): Same
Was a bond required? Yes _X_No If yes, state amount:
Are proofs of advertising of the grant of Letters attached?......._X_Yes _No
Dates of advertising of the grant of Letters: The Sentinel: June 13 20 & 27 2009.
The Cumberland Law Journal: June 19 26 and Jul 2 2009.
Form OC-Ol rev. 10.13.06
Page 2 of 9
Estate of Mary B. Finkenbinder, Deceased
3. Was decedent survived by a spouse? ......................................... Yes X No
If yes, name of surviving spouse: N/A
4. Has the surviving spouse filed to take an elective share?.......... Yes No
(See Section 2201 et sea. of the Probate, Estates and Fiduciaries Code)
If yes, date of election: N/A
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):
None.
6. Did decedent marry after execution of Will or Codicil(s)?........... Yes _X_No
Were any children born to decedent after execution of
Will or Codicil(s)? ......................................................................... Yes X No
If yes, gives names and dates of birth:
Name: Date of Birth:
N/A
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? ....................N/A........................... Yes No
Form OC-01 rev. 10.13.06 Page 3 of 9
Estate of Mary B. Finkenbinder, 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 in item 9 below, all unpaid creditors and all
claimants listed in item 10 below. In addition, notice of any questions requiring
Adjudication as discussed in item 14 below has been or will be given to all persons
affected thereby.
A. If Notice has been given, attach a copy of the Notice as well as a list of
the names and addresses of the parties receiving such Notice.
B. If Notice is yet to be given, a copy of the Notice as well as a list of the
names and addresses of the parties receiving such Notice shall be
submitted at the Audit together with a statement executed by a
.Petitioner or counsel certifying that such notice has been given.
C. If any person entitled to Notice is not sui juris (e.g., minors or
incapacitated persons), Notice of the Audit has been or will be given
to the appropriate representative on such party's behalf as required
by Pa. O.C. Rule 5.2.
D. If any charitable interest is involved, Notice of the Audit has been or
will also be given to the Attorney General as required under PA. O.C.
Rule 5.5. In addition, the Attorney General's clearance certificate (or
proof of service of Notice and a copy of such Notice) must be submitted
herewith or at the Audit.
9. List all parties (charitable and non-charitable) of whom Petitioner(s) has/have notice or
knowledge, having or claiming any interest in the estate as beneficiaries under the Will
or Codicil(s) or as intestate heirs if there is a complete or partial intestacy:
A. State each party's relationship to the decedent and the nature of each
party's interest(s):
Name and Address of Each Part in Interest Relationshi and Comments if an Interest
Glenn A. Finkenbinder son 1/a Personal ro ert and Residua
10 Creekview Road
Newville. PA 17241
Charles R. Finkenbinder son 1/a Personal ro ert and Residua
804 Creek Road
Carlisle. PA 17015
Form OC-Ol rev. 10.13.06 Page 4 of 9
Estate of Mary B. Finkenbinder, Deceased
Name and Address of Each Part in Interest Relationshi and Comments if an Interest
Roger L. Finkenbinder son 1/a Personal property and Residuary
358 McAllister Church Road
Carlisle. PA 17013
Joshua S. Wallace randson 1/ Personal roe and Residua
Formerly of: 130 Center Street Carlisle PA 17013
Now of: 8 Kennsington Court Carlisle PA 17013
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
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.
Claim Will Claim be
Name and Address of Each Claimant Amount of Claim Admitted? paid in full?
None (Other than Beneficiaries)
_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.
N/A
Form OC-01 rev. 10.13.06
Page 5 of 9
Estate of Mary B. Finkenbinder, Deceased
11. Was family exemption claimed? ........................................_Yes _X_No
Was family exemption allowed? .....................N/A................_Yes No
Family exemption claimant's name and relationship:
Name: Nl.
Relationship:.
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
4/27/2009 $24 650 00 $0 00
5/21/2010 $8 481 56 $342 53
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 X 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 discharges for the decedent's fiduciary administration of
the estate.
N/A
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? ..............N/A.............. 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.
N/A
Form OC-O1 rev. 10.13.06
Page 6 of 9
Estate of Mary B. Finkenbinder, Deceased
16. Had the decedent been adjudicated an incapacitated person?.......... Yes _X No
If yes, attach a copy of the Order if available; otherwise state the Court, term,
number, date, and name of Hearing Judge.
N/A
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 Paragraph 9 above? ................_Yes _No
N/A
18. If a reserve is requested, state amount and purpose.
Amount: NOrie.
Purpose: N/A
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? .................................
N/A ........................................ Yes _No
If so, attach a copy of the notice.
N/A
19. Is the Court being asked to direct
the filing of a Schedule of Distribution? ........................................._Yes _X No
As to real estate only? ..............................N/A..................................._Yes _No
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
Glenn A. Finkenbinder ,~
10 Creekview Road
Newville, PA 17241
Form OC-Ol rev. 10.13.06
Page 7 of 9
Estate of Mary B. Finkenbinder, Deceased
Proposed Distributee(s) Amount/Proportion
Charles R. Finkenbinder y
804 Creek Road
Carlisle. PA 17015
Ro er L. Finkenbinder 1~
358 McAllister Church Road
Carlisle. PA 17013
Joshua S. Wallace ,~
Formerly of: 130 Center Street Carlisle PA 17013
Now of: 8 Kennsington Court Carlisle PA 17013
B. Principal:
Proposed Distributee(s)
Amount/Proportion
Glenn A. Finkenbinder i~
10 Creekview Road
Newville. PA 17241
Charles R. Finkenbinder 1~
804 Creek Road
Carlisle. PA 17015
Royer L. Finkenbinder 1~
358 McAllister Church Road
Carlisle. PA 17013
Joshua S. Wallace ,~
Formerly of: 130 Center Street Carlisle PA 17013
Now of: 8 Kennsington Court Carlisle PA 17013
Submitted By:
(All Petitioners must sign.
Add additional lines if necessary):
f ~~
Charles R. Finkenbinder
~ ~--
R er L. Finkenbinder
Form OC-01 rev. 10.13.06
Page 8 of 9
Estate of Mary B. Finkenbinder, Deceased
Verification of Petitioner
(Verification must be by at least one petitioner.)
The undersigned hereby verifies 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).
Charles R. Finkenbinder
Roger L. Finkenbinder
Certificate 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.
~z
Stephe D. Tiley, Counsel for Petitioner
Form OC-Ol rev. 10.13.06
Page 9 of 9
PROOF OF PUBLICATION
State of Pennsylvania, County of Cumberland
Erica Peterson, Classified Manager of The Sentinel, of the County and State aforesaid,
being duly sworn, deposes and says that THE SENTINEL, a newspaper of general
circulation in the Borough of Carlisle, County and State aforesaid, was established
December 13,1881, since which date THE SENTINEL has been regularly issued in
said County, and that the printed notice or publication attached hereto is exactly the
same as was printed and published in the regular editions and issues of
THE SENTINEL on the following day(s):
Tune 13, 2009, Tune 20 2009 and Tune 27 2009
COPY OF NOTICE OF PUBLICATION
EXECUTOR'S NOTICE
Letters Testamentary on the Estate of MARY B. FINKENBINDER, late of
West Pennsboro Township, Cumberland County, Pennsylvania, deceased, ',
have been granted to the undersigned.
All persons knowing themselves to be indebted to said Estate will make
payment Immediately, and those having claims will present them for
settlement to:
GLENN A. FINKENBINDER
CHARLES R. FINKENBINDER
ROGER L. FINKENBINDER
Executors
c/o Stephen D. Tiley
5 South Hanover Street
Carlisle, Pennsylvania 17013
Frey and Tiley
Attorney
Affiant further deposes that he/she is not
interested in the subject matter of the
aforesaid notice or advertisement, and that
all allegations in the foregoing statement
as to time, place and character of
publication are true.
Sworn to and subscribed before me this
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Notary Public
My corrunission expires:
COMI~tOMWEALTIaOiF!~ENNSYL.Vi~.t'~~~-.,
NOTARIAL SEAL ~~
BAMBI ANN HECKENDORN, Notary Public
Camp Hill Boro., Cumberland County
<<~ •~,,. , r„r~~res January 27, 201(; 1
PROOF OF PUBLICATION OF NOTICE
IN CUMBERLAND LAW JOURNAL
(Under Act No. 587, approved May 16, 1929), P. L.1784
COMMONWEALTH OF PENNSYLVANIA
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 Carlisle 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 regularly
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,
vlz:
June 19 June 26 and Jul 3 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.
Marie Boyne, Editor
Finkenbinder, Mary B., deed.
Late of West Pennsboro Town_
ship.
Executors: Glenn A. Finlcenbind-
er, Chazles R. Finlcenbinder and
Roger L. Finkenbinder c/o Ste-
phen D. Tiley, Esquire, 5 South
Hanover Street, Carlisle, pA
17013.
Attorneys: Frey and Tiley.
W U~fO AND SUBSCRIBED before me this
3 da of July, 2009
Notary
NOTARIAL SEAL
DEBORAH A COLLINS
Notary Public
CARLISLE BORO, CUMBERLAND COUNTY
nny Commission Expires Apr 28, 2010
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FIRST AND FINAL ACCOUNT OF GLENN A. FINKENBINDER, CHARLES R.
FINKENBINDER, AND ROGER L. FINKENBINDER, CO-EXECUTORS
OF THE LAST WILL AND TESTAMENT OF MARY B. FINKENBINDER,
LATE OF 358 McALLISTER CHURCH ROAD, WEST PENNSBORO
TOWNSHIP, CUMBERLAND COUNTY, PENNSYLVANIA, DECEASED
DATE OF DEATH: LETTERS TESTAMENTARY ADVERTISED:
29-Jan-09 CUMBERLAND LAW JOURNAI
June 19 & 26 and July 3, 2009
ESTATE FILE NO.:
THE SENTINEL
21-09-0117 June 13, 20, 27, 2009
PRINCIPAL RECEIVED -REAL ESTATE
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Accountants charge themselves with the following principal amounts received: ~ ~ ~ o r -7 ;a'
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29-Jan 358 McAllister Church Road
West Pennsboro Township, Cumberland County, Pennsylvania
Tax Parcel No.: 46-18-1390-003
Value Per Agreement. (Appraisal $173,000) 140 000.00
Note: Subject to First Mortgage to M&T Bank having an
unpaid balance at DOD of 44,769.50, to be paid off by
estate prior to distribuiton. See Disbursments section of
of this Account. Roger: To include Wheel Horse mower.
29-Jan 274 McAllister Church Road
West Pennsboro Township, Cumberland County, Pennsylvania
Tax Parcel No.: 46-19-1659-010
Value Per Appraisal (Included with CBS) 13 000.00
29-Jan 284 & 286 McAllister Church Road
West Pennsboro Township, Cumberland County, Pennsylvania
Tax Parcel No.: 46-19-1659-008
Value included in value of Country Butcher Shop
Per Appraisal 233 ,000.00
First and Final -Estate of Mary B. Finkenbinder Page 1 of I S
29-Jan Aprox. 5 Acres Vacant Land behind Country Butcher Shop
Access via McAllister Church Road
West Pennsboro Township, Cumberland County, Pennsylvania
Tax Parcel No.: 46-07-0475-038
Value included in value of Country Butcher Shop
Per Appraisal and Agreement of Benefiaries, Included
with 284 & 286 McAllister Church Road 0.00
29-Jan 4722 and 4726 Enola Road
Lower Mif$in Township, Cumberland County, Pennsylvania
Tax Parcel No.: 15-04-0389-004A
Value included in value of North Mountain Butcher Shop
Per agreement of beneficiaries. 187 000.00
TOTAL PRINCIPAL RECEIVED -REAL ESTATE: 573,000.00
PRINCIPAL RECEIVED -PERSONAL PROPERTY
Accountants charge themselves with the following principal amounts received:
Date
2009
29-Jan Orrstowns Bank Personal Checking Account No. 106001905 20,286.97
Accrued Interest to DOD 0 22
29-Jan Adams County National Bank (Farmers Bank of Newville)
Titled as: North Mountain Butcher Shop 1,211.50
No.: 126691 -Business Checking
Accrued Interst to DOD 0 ~
29-Jan M&T Bank -Personal Checking Account No. 709042 749.17
Accrued Interst to DOD 0.01
29-Jan M&T Bank -Account No. 150878 26,348.38
Titled as: The Country Butcher Shop
Accrued Interst to DOD 0.00
29-Jan F&M Trust 8,910.07
Titled as: North Mountain Butcher Shop
No.: 11-30633 -Business Checking
Accrued Interst to DOD 0 ~
First and Final -Estate of Mary B. Finkenbinder Page 2 of IS
29-Jan Country Butcher Shop:
Name, Business, Inventory, Equipment, & Mowers
Goodwill, and telephone number
Home Made Trailer Title No.: 49085907001
Trailer Title No.: 48966387702
Tangible and Intangible Personal Property
2004 Ford Van Title No.: 90927023601
2005 Chevrolet Refrigerated Truck
All Inventory and Equipment situate at
284 & 286 McAllister Church Road
Real Estate at 274 McAllister Church Road See Above
Real Estate at 284 & 286 McAllister Church Road, plus See Above
5 acres vacant land behind 284 & 286 McAllister Church Rd. See Above
Value Per Agreement. 54,000.00
29-Jan North Mountain Butcher Shop:
Name, Business, Inventory, Equipment, & Mowers
Goodwill, and telephone number
Subject to Accounts Payable agreed upon on Sale Date
Tangible and Intangible Personal Property
1989 Ford Pick-up Truck Title No.: 42070021304
1993 Ford Refrigerated Truck Title No.: 50041749002
All Inventory and Equipment situate at
4722 and 4726 Enola Road
Real Estate at 4722 and 4726 Enola Road See Above
Value Per Agreement. 48,000.00
2-Mar The Sentinel -Refund 16.95
17-Mar Comcast -Refund 6.29
1-Apr 1997 Ford Tauris -Proceeds of Sale 1,600.00
Title No.: 51129930202
20-Apr . Mennonite Mutual Aid Association
Supplemental Insurance -Refund 341.86
22-Jun Net Proceeds of Auction of Tangible Household Personal
Property (Gross $4,251.00 - 1,025.00) 3,226.00
Property had been located at 358 McAllister Church Road
22-Jun State Farm Insurance Refund 70.00
22-Jun State Farm Insurance Refund 245.00
6-Jul Refund -Capital Tax Collection Bureau 198.77
27-Jul Minnesota Life -Premium Refund 87.60
First and Final -Estate of Mary B. Finkenbinder Page 3 of IS
9-Nov Adams Electric Cooperative Membership Shares 0.00
9-Nov Tangible Household Personal Property Distributed In-Kind 400.00
Corner Cupboard - $200.00
Wash Stand - $50.00
Desk - $50.00
Table - $100.00
TOTAL PRINCIPAL RECEIVED -PERSONAL PROPERTY: 165,698.79
INCOME RECEIVED
Accountants charge themselves with the following income amounts received:
Date
2009
4-Feb M&T Bank -Personal Checking Account No. 709042
Interest from DOD to close out 0.01
12-Feb Orrstowns Bank Personal Checking Account No. 106001905
Interest from DOD to close out (0.22)
26-Mar Orrstowns Bank Personal Checking Account No. 106001905
Additional Interest received after close-out 0.95
3-Mar Interest Estate Checking Account No. 9848436946 0.03
3-Apr Interest Estate Checking Account No. 9848436946 0.37
27-Apr Adams County National Bank (Farmers Bank of Newville)
North Mountain Butcher Shop No.: 126691
Interest from DOD to close out (None, N/A) 0.00
4-May Interest Estate Checking Account No. 9848436946 0.34
11-May Eric S. Bear -Rent - Aprox 5 Acres Behind Country Butcher Shop 210.00
4-Jun Interest Estate Checking Account No. 9848436946 0.32
3-Jul Interest Estate Checking Account No. 9848436946 0.28
First and Final -Estate of Mary B. Finkenbinder Page 4 of I S
4-Aug Interest Estate Checking Account No. 9848436946 0.38
4-Sep Interest Estate Checking Account No. 9848436946 0.31
2-Oct Interest Estate Checking Account No. 9848436946 0.24
4-Nov Interest Estate Checking Account No. 9848436946 0.08
9-Nov Post Death Net Income CBS and NMBS 41,059.07
Partial Transfer from Operating Accounts to Estate Checking.
Received $60,000 11/9/09. Allocated as follows:
CBS DOD $26,348.38 - ~s cleared after death $11,112.28 =
Net CBS of $15,236.10.
NMBS DOD $8,910.07 - ~s cleared after death $5,205.24 =
Net NMBS of $3,704.83.
Nov. 9 Cash $60,000 - $15,236.10 - 3,704.83 = $41,059.7.
($41,059.07 =amount received in excess of net CBS and
NMBS already reflected in First and Final Account.)
17-Nov Interest Estate Checking Account No. 9848436946 1.14
5-Dec Interest Estate Checking Account No. 9848436946 2.63
2010
5-Jan Net Accounts Receivable -Received -Country Butcher Shop 6,856.58
Final Transfer from Operating Accounts to Estate Checking
5-Jan Net Accounts Receivable -Received -North Mountain Butcher Sho 11,227.12
Final Transfer from Operating Accounts to Estate Checking
15-Jan Interest Estate Checking Account No. 9848436946 2.80
25-Jan Final Settlement of Credit Card Fees 195.26
Country Butcher Shop, Inc. check no. 1231
17-Feb Interest Estate Checking Account No. 9848436946 2.34
17-Mar Interest Estate Checking Account No. 9848436946 0.61
16-Apr Interest Estate Checking Account No. 9848436946 0.66
17-May Interest Estate Checking Account No. 9848436946 0.65
17-Jun Interest Estate Checking Account No. 9848436946 0.45
16-Jul Interest Estate Checking Account No. 9848436946 0.36
First and Final -Estate of Mary B. Finkenbinder Page 5 of I S
17-Aug Interest Estate Checking Account No. 9848436946 0.39
TOTAL INCOME RECEIVED 59,563.15
DISBURSEMENTS
Accoutants claim credit for the following amounts paid:
Date
2009
29-Jan Checks Cleared After Death:
Orrstowns Bank Personal Checking Account No. 106001905 0.00
Adams County National Bank (Farmers Bank of Newville)
North Mountain Butcher Shop No.: 126691 0.00
M&T Bank -Personal Checking Account No. 709042 0.00
M&T Bank -The Country Butcher Shop No. 150878 11,112.28
F&M Trust -North Mountain Butcher Shop No. 11-30633 5,205.24
11-Feb Suburban Propane (Personal Residence) 548.27
3-Mar Embarq -Final Telephone Bill 34.75
3-Mar M&T Bank -February Mortgage Payment -Personal Residence 1,326.61
3-Mar M&T Bank -March Mortgage Payment -Personal Residence 1,275.21
3-Mar Suburban Propane 170.21
3-Mar PP&L For 274 McAllister Church Road 17.70
3-Mar PP&L For 358 McAllister Church Road 416.61
3-Mar Central Pennsylvania HEMA & MED One Assoc., PC 1.08
3-Mar Horizon Healthcare Services 203.78
3-Mar Hoffman-Roth Funeral Home & Crematory, Inc. 8,555.08
3-Mar Frey & Tiley -Reimburse for Probate Fees 560.00
17-Mar Suburban Propane (Personal Residence) 231.88
First and Final -Estate of Mary B. Finkenbinder Page 6 of IS
17-Mar Central Pennsylvania HEMA & MED One Assoc., PC 135.00
1-Apr PP&L For 358 McAllister Church Road 137.01
1-Apr PP&L For 274 McAllister Church Road g.g l
1-Apr Deborah W. Piper, Tax Collector
2009 Cty &Twp for 358 McAllister Church Road 408.02
20-Apr M&T Bank -April Mortgage Payment -Personal Residence 1,326.61
20-Apr M&T Bank -May Mortgage Payment -Personal Residence 1,275.21
27-Apr PP&L For 358 McAllister Church Road 97.06
27-Apr PP&L For 274 McAllister Church Road g.g l
27-Apr Loans to Estate for Estimated Inheritanc Tax Payment:
Roger L. Finkenbinder (6,250.00)
Joshua S. Wallace ~ (6,100.00)
Charles R. Finkenbinder (6,150.00)
Glenn A. Finkenbinder (6,150.00)
27-Apr Register of Wills, Agent
Estimated Inheritance Tax on Account 24,650.00
11-May M&T Bank -June Mortgage Payment -Personal Residence 1,275.21
11-May PP&L For 358 McAllister Church Road 59.08
11-May PP&L For 274 McAllister Church Road g.g 1
22-Jun PP&L For 274 McAllister Church Road g.g 1
22-Jun PP&L For 358 McAllister Church Road 78.53
22-Jun M&T Bank -July Mortgage Payment -Personal Residence 1,275.21
27-Jul Refund from Deborah W.1?iper, Tax Collector
2009 Cty &Twp for 358 McAllister Church Road
Had been paid by bank from escrow (408,02)
27-Jul M&T Bank -August Mortgage Payment -Personal Residence 1,257.69
27-Jul PP&L For 274 McAllister Church Road 8,81
27-Jul PP&L For 358 McAllister Church Road 112.49
First and Final -Estate of Mary B. Finkenbinder Page 7 of 15
24Aug PP&L For 274 McAllister Church Road g.g 1
24Aug PP&L For 358 McAllister Church Road 119.16
24Aug M&T Bank -September Mortgage Payment -Personal Residence 1,257.69
28-Sep Diversified Appraisal Services
Appraisals of all real estate 3,450.00
28-Sep M&T Bank -October Mortgage Payment -Personal Residence 1,257.69
28-Sep PP&L For 358 McAllister Church Road 90.38
28-Sep PP&L For 274 McAllister Church Road 8.81
28-Oct PP&L For 358 McAllister Church Road 76.49
28-Oct PP&L For 274 McAllister Church Road g.g 1
28-Oct M&T Bank -November Mortgage Payment -Personal Residence 1,257.69
9-Nov Repay Country Butcher Shop Line of Credit p.00
Line of Credit was paid off by CBS Operating Account
Earlier in year.
9-Nov Frey & Tiley -Reimburse for Advertising Expenses: 305.00
The Sentinel: $230.02
Cumberland Law Journal: $75.00
(Check written for $305.02 but cleared at $305.00)
9-Nov Costs of Sale of 358 McAllister Church Road
RLF Settlement Costs ($852.50 Received as charge to RLF Share.)
Tax Pro-Ration ($1,423.04 Received as charge to RLF Share.) (1,423.04)
Final Pay-Off of M&T Bank Mortgage -Personal Residence 36,495.25
Overnight Delivery of Mortgage Pay-off 10.00
9-Nov Costs of Sale of Country Butcher Shop and 274, 284 & 286
McAllister Church Road and 5 Acres of Vancant Land
Transfer Tax 860.00
Tax Pro-Ration (2,852.30)
9-Nov Costs of Sale of North Mountain Butcher Shop and 4722 and
4726 Enola Road
Transfer Tax 270.00
Tax Pro-Ration (1,817.28)
9-Nov Funds to Equalize Inventory at Transfer -None -
Country Butcher Shop to Charles R. Finkenbinder 0.00
Inventory on 11/9/09 Approximately equal to DOD inventory.
First and Final -Estate of Mary B. Finkenbinder Page 8 of 15
9-Nov Funds to Equalize Inventory at Transfer -None -
North Mountain Butcher Shop to Roger L. Finkenbinder 0.00
Inventory on 11/9/09 Approximately equal to DOD inventory.
1-Dec M&T Bank Refund -Escrow account (1,055.91)
Upon payoff of mortgage on personal residence
24-Dec Refund -State Auto Insurance (282.00)
2010
25-Jan Howard's Accounting:
Fourth Quarter Payroll Report: 285.00
Annual Payroll Report: 305.00
25-Jan Frey & Tiley -Reimburse for Trustee Checks written for Fourth
Quarter 2009 withholding of State, Local, & Federal Tax
Department of Treasury 52.96
Department of Treasury 1,578.10
PA Department of Revenue 227.25
CTCB ("Capital Tax Collection Bureau") 558.57
Department of Treasury 270.82
Total Reimbursement: $2,687.70
2-Feb Delux Check Printing -Estate Checks 13.50
20-Feb PA Unemployment Comp. Fund 1,283.43
14-Apr Refund -State Auto Insurance (24.00)
14-Apr United States Treasury
Final personal income taxes -Form 1040 -Year 2009 156.00
14-Apr CTCB ("Capital Tax Collection Bureau")
Final personal income taxes -Year 2009 30.76
14-Apr (Note: No final year PA personal tax due, nor refund due) 0.00
14-Apr United States Treasury
Fiduciary Income Taxes on Estate Income for Year 2009 2,199.00
14-Apr PA Department of Revenue
Fiduciary Income Taxes on Estate Income for Year 2009 297.00
18-May Frey & Tiley -Reimburse for Short Certificates 24.00
21-May Register of Wills, Agent -Additional Inheritance Tax Due
Non-Probate Assets 8,481.56
First and Final -Estate of Mary B. Finkenbinder Page 9 of 15
21-May Register of Wills, Agent -Additional Inheritance Tax Due
Probate Assets 5,858.65
21-May Register of Wills -Filing Fee for Inheritance Tax Return 15.00
21-May Register of Wills -Additional Probabe Fee Due upon
filing of Inheritance Tax Return 100.00
21-May Repay Loans to Estate for Estimated Inheritance Tax Payment
(Without Interest):
Roger L. Finkenbinder
Less $3,000 Inheritance Tax on Non-Probate Assets
$6,250.00 - $2,827.18 = 3,422.82
Charles R. Finkenbinder
Less $3,000 Inheritance Tax on Non-Probate Assets
$6,150.00 - $2,827.19 = 3,322.81
Glenn A. Finkenbinder
Less $3,000 Inheritance Tax on Non-Probate Assets
$6,150.00 - $2,827.19 = 3,322.81
Joshua S. Wallace 6,100.00
21-May Reserve to File Account 480.00
6-Sep Frey & Tiley Attorney's Fees 25,000.00
TOTAL DISBURSEMENTS 138,138.13
RECAPITULATION
Total Principal Received -Real Estate 573,000.00
Total Principal Received -Personal Property 165,698.79
Total Income Received 59,563.15
Total Receipts 798,261.94
Less Total Disbursements 138,138.13
Balance for Distribution 660,123.81
First and Final -Estate of Mary B. Finkenbinder Page 10 of IS
PROPOSED
SCHEDULE OF DISTRIBUTION
1) Roger L. Finkenbinder
30 Valley Road
Newville, PA 17241
1/4 Pursonal Property and Residuary Pursuant to
Sections 3.01 and 4.01 of Last Will and Testament 165,030.95
In-Kind and Partial Cash Distributions:
358 McAllister Church Road
West Pennsboro Township, Cumberland County, Pennsylvania
Tax Parcel No.: 46-18-1390-003
Value Per Agreement. (Appraisal $173,000) 140,000.00
11/9/09 Additional Partial Distribution -Settlement Expenses 2,275.54
11/9/09 Additional Partial Distribution -Cash to equal $160K 17,724.46
Other Tangible Personal. Property (Table): 100.00
Final Cash Distribution: 4,930.95
Total Distribution to Roger L. Finkenbinder: 165,030.95
First and Final -Estate of Mary B. Finkenbinder Page 11 of I S
2) Charles R. Finkenbinder
804 Creek Road
Carlisle, PA 17015
1/4 Pursonal Property and Residuary Pursuant to
Sections 3.01 and 4.01 of Last Will and Testament 165,03095
In-Kind and Partial Cash Distributions:
Country Butcher Shop:
Name, Business, Inventory, Equipment, & Mowers
Goodwill, and telephone number
Home Made Trailer Title No.: 49085907001
Tangible and Intangible Personal Property
2004 Ford Van Title No.: 90927023601
2005 Chevrolet Refrigerated Truck
All Inventory and Equipment situate at
284 & 286 McAllister Church Road
Real Estate at 284 & 286 McAllister Church Road, plus
5 acres vacant land behind 284 & 286 McAllister Church Rd.
11/9/09 Partial Distribution as Credit toward Purchase Price 160,000.00
274 McAllister Church Road
West Pennsboro Township, Cumberland County, Pennsylvania
Tax Parcel No.: 46-19-1659-010
Included with CBS Country Butcher Shop Purchase
Not a distribution.
Other Tangible Personal Property (Corner Cupboard): 200.00
Final Cash Distribution: 4,830.95
Total Distribution to Charles R. Finkenbinder: 165,030.95
First and Final -Estate of Mary B. Finkenbinder Page 12 of I S
3) Glenn A. Finkenbinder
10 creekview Road
Newville, PA 17241
1/4 Pursonal Property and Residuary Pursuant to
Sections 3.01 and 4.01 of Last Will and Testament 165,03095
In-Kind and Partial Cash Distributions:
North Mountain Butcher Shop:
Name, Business, Inventory, Equipment, & Mowers
Goodwill, and telephone number
Subject to Accounts Payable agreed upon on Sale Date
Tangible and Intangible Personal Property
1989 Ford Pick-up Truck Title No.: 42070021304
1993 Ford Refrigerated Truck Title No.: 50041749002
All Inventory and Equipment situate at
4722 and 4726 Enola Road
Real Estate at 4722 and 4726 Enola Road
11/9/09 Partial Distribution as Credit toward Purchase Price 160,000.00
Other Tangible Personal Property (Desk): 50.00
Final Cash Distribution: 4,980.95
Total Distribution to Glenn A. Finkenbinder: 165,030.95
4) Joshua S. Wallace
130 Center Street
Carlisle, PA 17013
1/4 Pursonal Property and Residuary Pursuant to
Sections 3.01 and 4.01 of Last Will and Testament 165,03095
In-Kind and Partial Cash Distributions:
11/9/09 Partial Distribution 160,000.00
Other Tangible Personal Property (Wash Stand): 50.00
Final Cash Distribution: 4,980.96
Total Distribution to Joshua S. Wallace: 165,030.96
First and Final -Estate of Mary B. Finkenbinder Page 13 of I S
SUMMARY OF DISTRIBUTIONS
1) Total Distribution to Roger L. Finkenbinder: 165,030.95
2) Total Distribution to Charles R. Finkenbinder: 165,030.95
3) Total Distribution to Glenn A. Finkenbinder: 165,030.95
4) Total Distribution to Joshua S. Wallace: 165,030.96
Equals Balance For Distribution: 660,123.81
1) Final Cash Distribution Glenn A. Finkenbinder: 4,930.95
2) Final Cash Distribution Charles R. Finkenbinder: 4,830.95
3) Final Cash Distribution Roger L. Finkenbinder: 4,980.95
4) Final Cash Distribution Joshua S. Finkenbinder: 4,980.96
Total Final Distributions: 19,723.81
First and Final -Estate of Mary B. Finkenbinder Page 14 of IS
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF CUMBERALND
SS..
Before me, the undersigned officer, personally appeared Glenn A. Finkenbinder,
Charles R. Finkenbinder, and Roger L. Finkenbinder, Co-Executors of the Last Will and Testament of
Mary B. Finkenbinder, Deceased, who, being duly sworn, according to law, desposes and says that the
foregoing First and Final Account and Proposed Schedule are true and correct to the best of his
knowledge, inform.
~~----~
Sworn to and subscribed before me
this day of ~j~~wn ~i; a 0/0.
~ha S/Y~
~~~
rcMw..a.~eco~rp+
~~ ~nzo, 2o~a
First and Final -Estate of Mary B. Finkenbinder Page I S of 15