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Home My WebLink About10-27-10 (4)In the Court of Common Pleas of Cumberland County, Pennsylvania Orphans' Court Division File No. 21-08-0695 Estate of Alan Christopher Epler, Deceased Final Account Cynthia Epler, Guardian Date of Death: 06/1412010 Date of Incapacity, if any: 08/14/2008 Date of Guardian's Appointment: 08/14/2008 Date of First Complete Advertisement: Accounting for the period: 09101!2009 to 06/30/2010 Purpose of Account: Cynthia Epler, Guardian, offers this Account to acquaint interested parties with the transactions that have occurred during the Administration. It is important that the Account be carefully examined. Requests for additional information or questions or objections can be discussed with: Neil W. Yahn Esq. James, Smith, Dietterick 8~ Connelly, LLP P.O. Box 650 ~_ Hershey, PA 17033 ~O ~ o ~ '~'~: 717/533-3280 W ~ n ~ ~ ~ ~ :;"' ~- = - Supreme Court LD. No. 82278 ZC1'~ ~ , ; --" -' - ' C~C7p 'V , ; C " _ .i. rTl ~ a ._ ~. C> - , o , ~5 SUMMARY OF ACCOUNT Estate of Alan Christopher Epler, Deceased For the nerind of September 1,1009 through June 30, 2010 Receipts: This Account Net Gain (or Loss) on Sales or Other Dispositions Less Disbursements: Debts of Decedent Funeral Expenses Administration Expenses Federal, State & Local Taxes Commissions Fees Family Exemption Balance Before Distributions Transfer to (from) Principal Distributions to Beneficiaries Principal Balance on Hand For Information: Investments Made Changes in Holdings IdScQmE Receipts This Account Net Gain (or Loss) on Sales or Other Dispositions Less Disbursements Balance Before Distributions Transfer to (from) Income Distributions to Beneficiaries Income Balance on Hand For Information: Investments Made Changes in Holdings COMBINED BALANCE ON HAND Signature Verification 3 7,230.71 0.00 7,230.71 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 7,230.71 0.00 0.00 4 7,230.71 5 6 11,100.14 0.00 11,100.14 7 20,333.61 -8,233.47 0.00 0.00 $ -8,233.47 9 11 12 -2,002.76 SCHEDULE A RECEIPTS OF PRINCIPAL Fiduciary Acquisition Value S.aSh 06/30/2010 0.8800 Cash -held in the Fidelity Investment Account 12/07/2008 Cindy Epler -loan 03/15/2010 Cindy Epler -loan 12/21/2009 Deposit -Merck Co stock sale Total Cash Stacks /Listed 06/30/2010 116.0000 shares Merck 8 Co 06/30/2010 2.4400 shares 3YSC0 Corp -held in the Fidelity Investment Account Total Stocks /Listed Total Receipts 0.88 1,000.00 500.00 1,603.60 3.104.48 4,056.52 69.71 7,230.71 4,126.23 Total Receipts of Principal 7.z3o.71 -3- PRINCIPAL BALANCE ON HAND Current Value Fiduciary 06/30/2010 Acquisition # Units Description or as Noted Value Cash Cammerce Bank #0537887895 4,927.76 4,927.76 Fidelity #X4676633 0.88 0.88 TDi Ameritrade #755-937995 25,059.62 25,059.62 Total Cash 29,988.26 29,988.26 Assets 116.0000 Merck 8 Co 4,056.52 Miscellaneous personal property 200.00 1.4360 PPL common stock 35.83 2.4400 SY'SCO Corp 69.71 Total Assets 4,362.06 29.988.26 34,350.32 -4- SCHEDULE F CHANGES IN PRINCIPAL HOLDINGS i~ //nits ~ Merck 8 Co 06/30/2010 116.0000 inventoried 4,056.52 1160000 Ending balance as of 6/30/2010 4.056.52 Miscellaneous personal roge rtv _ Starting balance as of 9/1/2009 200.00 Ending balance as of 6/30/2010 200.00 PPL common stock 1.4360 Starting balance as of 9/1/2009 35.83 14360 Ending balance as of 6/30/2010 35.83 SYSCO Coro 06/30/2010 2.4400 inventoried 69.71 2,4400 Ending balance as of 6/30/2010 69.71 TOta~ 4,362.06 -5- SCHEDULE G RECEIPTS OF INCOME PPL Corporation 10/01/2009 0.50 01/04/2010 0.50 04/01/2010 0.50 1.50 TOTAL DIVIDEND INCOME 1.50 Ameritrade Account 09/30/2008 No. 955-937995 interest 1.04 10/30/2009 Interest 1.07 11/30/2009 Interest 1.04 12/31!2009 interest 1.07 01/29/2010 Interest 1.07 02/26/2010 interest 0.97 03/31/2010 interest 1.07 04/30!2010 interest 1.04 05/28/2010 interest 1.07 06/30/2010 interest 1.04 10.48 TOTAL BANK INTEREST Dividend check 10/23/2009 02/05/2010 44.08 44.08 10.48 -s- SCHEDULE G RECEIPTS OF INCOME Continued se.is Social Security 09/17/2009 1,100.00 10/21/2009 1,100.00 11H8/2008 1,100.00 12/16/2009 1,100.00 01/20/2010 1,100.00 02/17/2010 1,100.00 03/17/2010 1,100.00 04/21/2010 1,100.00 05/18/2010 1,100.00 08/16/2010 1,100.00 11,000.00 TOTAL RECEIPTS OF INCOME 11.088.16 11,100.14 -7- SCHEDULEI DISBURSEMENTS -INCOME AAA Financial Servi ces 09/24/2009 Bethesda 501.66 10/21/2008 80.61 11/13/2009 Bethesda/miscellaneous 485.58 12/09/2009 Bethesda 268.48 01H4/2010 Bethesda/Computer 792.70 02/09/2010 Norton protection 59.98 02/10/2010 Bethesda/Celtic Woman 325.86 03/20/2010 speech therapy 6.99 03/20/2010 clothes 86.04 04/25/2010 Bethesda 139.65 05/28/2010 Bethesda 92.42 Andrews & Patel 10/26/2009 medication 30.00 11/23/2009 medication 30.00 12/07/2009 medication 30.00 12/21/2009 medication 40.00 01/18/2010 medication 35.00 01/18/2010 doctor visit co-pay 155.00 02/01 /2010 medication 35.00 02/15/2010 medication 35.00 03/01/2010 medication 40.00 0 3 /1 512 01 0 medication 35.00 Barb McCutcheon 09!17/2009 massage 30.00 09/24/2008 massage 30.00 10/01/2009 massage 30.00 10/08/2009 massage 30.00 2,839.97 465.00 -7- SCHEDULEI DISBURSEMENTS -INCOME Continued 10/15/2009 massage 30.00 10!29/2009 massage 30.00 11/05/2009 massage 30.00 11/11/2008 massage 30.00 11/18/2008 massage 30.00 11/24/2009 massage 35.00 12/08/2008 massage 30.00 12/15/2009 massage 35.00 01/13/2010 massage 30.00 01/20/2010 massage 30.00 01/27/2010 massage 30.00 02/03/2010 massage 30.00 02H 8/2010 massage 30.00 02/24/2010 massage 30.00 03/04/2010 massage 30.00 03/10/2010 massage 30.00 03/17/2010 massage 30.00 03/24/2010 massage 30.00 04/07/2010 massage 35.00 04/14/2010 massage 30.00 05/27/2010 massage 35.00 06/09/2010 massage 35.00 805.00 09/24/2009 car inspection 57.24 57.24 04/25/2010 2010 per capita tax 9.80 9.80 10/05/2008 Rent/Utilities August 2008 -December 2008 2.000.00 -8- SCHEDULEI DISBURSEMENTS -INCOME Continued 10/21/2009 Rent/Utilitiea January 2009 -October 2009 4,000.00 11/01/2009 Rent/Utilitiea 400.00 11/02/2009 mileage 234.52 12/01/2009 Rent/Utilities 400.00 12/01/2009 mileage 88.92 12/31/2009 mileage 195.52 01/01/2010 Rent/Utilities 400.00 01/31/2010 mileage 192.92 02/01/2010 RenUUtllities 400.00 02/28/2010 mileage 88.92 03/01/2010 RentlUtilities 400.00 04/01/2010 Rent/Utilities 400.00 04/01/2010 mileage 338.52 04!3012010 mileage 159.12 05/01/2010 Rent/Utilities 400.00 Community CCRX 09/10/2009 prescription insurance premium 75.10 10/13!2009 prescription insurance premium 75.10 11/12/2009 prescription insurance premium 75.10 12/10/2009 prescription insurance premium 75.10 01/11/2010 prescription insurance premium 77.30 02N 1/2010 prescription insurance premium 77.30 03/09/2010 prescription insurance premium 77.30 04/09/2010 prescription insurance premium 77.30 05N0/2010 prescription insurance premium 77.30 06H0/2010 prescription insurance premium 77.30 10,098.44 764.20 S~ 04/04/2010 04/04/2010 prescription prescriptions/pill splitter 54.49 11.47 85.96 -9- SCHEDULE/ DISBURSEMENTS -INCOME Continued Dick's 3pg~jjny Goo ds 10/23/2009 therapy hand grip 15.89 15.88 Dr. Mendelson 09/08/2009 dentist 113.00 03/17/2010 dentist 113.00 226.00 Dr. Saracino 09/08/2009 optometrist 25.00 25.00 Heath South 06/09/2010 rehab 28.00 28.00 Hershey Theatre 02/20/2010 TSO ticket 83.50 63.50 Holiday Game Store 10/23/2009 therapy card games 23.30 23.30 James Smith Dietteri 10/21/2009 ck & Connelly LLP correction 2007 tax return 434.50 10/23/2009 guardianship 92.50 11/18/2009 guardianship/taxes 980.20 01H4/2010 guardianship filing 340.00 1,847.20 -10- SCHEDULEI DISBURSEMENTS -INCOME Continued PA Department of Revenue 04!11/2010 tax liability 6.00 09/08/2009 health insurance premium 232.00 10/07/2009 health insurance premium 232.00 11/09/2009 health insurance premium 232.00 12/07/2009 health insurance premium 232.00 01/07/2010 health insurance premium 232.00 02/08/2010 health insurance premium 232.00 03/08/2010 health insurance premium 232.00 04/07/2010 health insurance premium 232.00 05/07/2010 health Insurance premium 232.00 06/07/2010 health Insurance premium 232.00 Prism 06!09/2010 rehab 56.98 ~~li 05/28/2010 medication 6.00 Ron Hixon. PC 04/09/2010 income tax return preparation 60.00 Shave and haircut 09101!2009 90.00 11/01/2009 90.00 6.00 2,320.00 56.98 6.00 80.00 -11- SCHEDULEI DISBURSEMENTS -INCOME Continued 12/31/2009 100.00 02/Z8/2010 118.00 04/01 /2010 54.00 452.00 12/02/2009 19.80 19.80 Toys on tha Snuare 02/2712010 therapy tools 27.45 27.45 09/09/2009 medication 4.00 10/01/2009 medication 4.00 11/02/2009 medication 4.00 02/08/2010 medication 10.00 05/18/2010 medication 16.88 05/29/2010 medication 12.00 50.88 TOTAL DISBURSEMENTS OF INCOME 20,333.61 -12- PROPOSED DISTRIBUTIONS TO BENEFICIARIES Current Value Fiduciary 06/30/2010 Acquisition or as noted Value TO: Pending Expenses -see attached 29,706.17 Total 29,706.17 -10- Pending Expenses/Expenses paid by Cindy Epler Description Funeral Expense Funeral flowers Food for meal after funeral Funeral Thank you and postage Reimbursement to Cindy Epler guardianship fees paid to JSDC Reimbursement to Cindy Epler divorce fees paid to JSDC Reimbursement for 2 loans made to account December-2009 and March 2010 6 checks written from Metro Bank account not cashed as account (June 2010) was frozen by Bank Verizon hospital phone charges (March, April, May, June 2010) Family Home Medical Pinnacle Health Emergency Medical Express Ambulance Service Car title renewal Clothing Rehab therapy supplies Mileage expense for June Bath Seat (rehab) James Smith Dietterick & Connelly LLP Attorney fees Filing fees for accounting Reserve for Headstone Amount 7,599.74 344.50 346.01 45.20 4,349.44 8,277.00 1,500.00 1,362.20 212.00 69.95 42.48 586.00 36.00 77.95 31.75 156.00 69.95 2,000.00 100.00 2,500.00 Total Expenses 29,706.17 In the Court of Common Pleas of County, Pennsylvania Orphans' Court Division File No. Estate of Alan Christopher Epler, Deceased Signature Cynt a Epler, Guardian -11- In the Court of Common Pleas of County, Pennsylvania Orphans' Court Division File No. Estate of Alan Christopher Epler, Deceased Verification Cynthia Epler, Guardian under the Last Will and Testament of Alan Christopher Epler, Deceased, hereby declares under oath that he/she has fully and faithfully discharged the duties of his/her office; that the foregoing Account is true and correct and fully discloses all significant transactions occurring during thee. accounting period; that all known claims against the Estate have been paid in full; that, to his/her klnowledge, there are no claims now 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 occurred more than four months before the foregoing Account. This statement is made subject to penalties of 18 Pa. C.S.A. Section 4904 relating to unsworn falsification to authorities. Cy~a Epler, Guardian Dated: -12- Balance as of Deposits, Receipts, Balance as of 8/31/2009 Interest Disbursements 6/30/2010 Commerce/Metro Bank Account #0537887895 Ameritrade Account #755-937995 1.436 shares PPL stock Fidelity Cash Account 2.44 shares SYSCO Corp. held at Fidelity 116 shares Merck & Co. Miscellaneous property Tota I 7,833.03 25,250.79 42.22 200.00 14,191.76 11.98 0.00 20,333.61 0.00 0.00 1,691.18 25,262.77 42.22 0.88 69.71 4,056.52 200.00 31,323.28 Balance per accounting Less: Pending Expenses Balance 0.00 0.00 31,323.28 29,706.17 1,617.11 October 26, 2010 Glenda Farner Strausbaugh Register of Wills & Clerk of Orphans' Court 1 Courthouse Square Carlisle, PA 17013 Re: ALAN CHKtI5TOPHER EPLER FILE NUMBER: 21-05-0695 Deaz Ms. Strausbau~gh: Denise M. Long dml@jsdc.com Enclosed aze an original and 2 copies of the following documents to be filed in the above referenced matter for the time period September 1, 2009 through June 30, 2010: 1. Final Account 2. Annual Report of Guardian of the Person 3. Annual Report of Guardian of the Estate 4. Guazdian's Inventory Please time stamp the additional 2 copies of each of the above listed documents and return to me in the enclosed self-addressed stamped envelope. FOR.MULA,~, I have also included a check in the amount of $30.00 for the filing fees. If this is not the correct amount, or if you require additional information, please contact me. Sincerely, ~s~ Denise M. Long ~I ~- N 0 O ~ ~ o O '? ~ l-i ~7 D m Z ; -~ N c;, -? ~Y ~ 7Gn~ ~J r-;.=~~ _r, :. _~ Q .~ C ~ ~ ~ .- rri t,, c1 o Enclosures cc: Cynthia Epler 134 SIPE AVENUE HUMMELSTOWN, PA 17036 MAILING ADDRESS P,O. BOX 650 HERSHEY, PA 17033 TOLL FREE 1.600.942.3660 TEL. 717.533.3280 FAX 717.533.7771 www.jstlacom