Loading...
HomeMy WebLinkAbout12-10-10~ ~ t ~ ~ „ ~ ~(~~{(~~\~\~ ~~{,~y Vim/ ]((, F{~ l~rlwl 1 W DECEDENT'S ESTATE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA ORPHANS' COURT DIVISION ESTATE OF JEFFREY D. SEALOVER ,DECEASE: No. 21-08-0933 o r°n ~~~ PETITION FOR ADJUDICATION / STATEMENT OF PROPOSED DISTRIBUTION PURSUANT TO Pa. O.C. Rule 6.9 t ~~ ~ 3 -_ n~ ~ ~ ~' This form maybe used in all cases involving the Audit of the Account of a Decec~e t Cs Estate. I~ space is insu~cient, riders may be attached. Attach the spouse 's election, if an ; I~ the papers required under items 8-19 inclusive; and any instrument pertinent to the adjudicc~ti r~. INCLUDE ATTACHMENTS AT THE BACK OF THIS FORM!: Name of Counsel: Richard C. Snelbaker Supreme Court I.D. No.: 6355 Name of Law Firm: Snelbaker & Brenneman, P.C. Address: ~ West Main Street, Mechanicsburg, PA 17055 m C i ~a it ~ ~ r ~~ Telephone: 717-697-8528 ~~ Fax: 717-697-7681 ~~ Form OC-01 rev. 10.13.06 age 1 of 1 !'', ~, I i 1 l 7 i Mechanicsburg, PA 17055 Identify any executors or administrators who have not joined in the Petition ~d Adjudication and Statement of Proposed Distribution and state reason: ~, N/A --,-; Deceased Is this the first accounting by this fiduciary? ..................... ~Yres ~ N i If not, identify prior accountings, the accounting periods covered, and'th~ date of adjudication of the prior accounting. Was a bond required? Wes ~ No If yes, state amount: Are proofs of advertising of the grant of Letters attached? ......... IIYes ~ N Dates of advertising of the grant of Letters: patriot News 9/24/08, 10/1/08''I& 10/8/08 T Cumberland Law Journal, 9/26/08, 10/3/08 & 10/10/08 I i' I Form OC-01 rev. 10.13.06 ~i, ' Page 2 0 10 I' i Estate of JEFFREY D. SEALOVER 1. Name(s) and address(es) of Petitioner(s): Name: Beulah A. Geiger, Administratrix Address: 609 East Coover Street 2. Decedent died on September 8, 2008 ', Q Letters Testamentary or ~ Letters of Administration were granted to Peti~ibner(s) on September 16.2008 Date of Will (if applicable): N/A I' Date(s) of Codicil(s) (if applicable): N/A '', Date of probate (if different from date Letters granted): same as above '~ 1 i • ~ t~ Estate of JEFFREY D. SEALOVER ~ ,Deceased 3. Was decedent survived by a spouse? ............................. Yes m Nc If yes, name of the surviving spouse: ~' 4. Has the surviving spouse filed to take an elective share? ............. ~~'es ®Nc (See Section 2201 et sue. of the Probate, Estates and Fiduciaries Code) ', If yes, date of election: T 5. In the case of an intestacy, state the names of the decedent's surviving chi~drem or surviving issue of deceased children (if none, so state): Heather N. Sealover and Kelli R. Sealover ~!, ~, 6. Did decedent marry after execution of Will or Codicil{s)? ........... ~ ~l'es ~ Nc Were any children born to decedent after execution of Will or Codicils ? ........................................... `y'es Nc {) If yes, give names and dates of birth: ~I Name: 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? .............................. [;,~~es ~ N~ Form OC-O1 rev. 10.13.06 Page 3 of ~0 l ~ ~ Estate of JEFFREY D. SEALOVER ' ,Deceased Written notice of the Audit as required by Pa. O.C. Rules 6.3, 6.7 and 6.8 h been or will 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 Adju ration as discussed in item 14 below has been or will be given to all persons affectdd ~reby. A. If Notice has been given, attach a copy of the Notice as well as a list p$'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 a jnames and addresses of the parties receiving such Notice shall be submitted an el Audit together with a statement executed by a Petitioner or counsel certifyi ~ that such notice has been given. '' C. If any person entitled to Notice is not sui juris (e.g., minors or incap~ persons), Notice of the Audit has been or will be given to the approp representative on such party's behalf as required by Pa. O.C. Rule 5. D. If any charitable interest is involved, Notice of the Audit has been,or vyill also be given to the Attorney General as required under Pa. O.C. Rule 5.5, I ',addition, tl Attorney General's clearance certificate (or proof of service of Ngtic land 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/ha~enotice or knowledge, having or claiming any interest in the estate as beneficiaries iin e~ the Will 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 Party in Interest I Relationship and Comments, if any I Ir~te~est Heather N. Sealover ~ Daughter Kelli R. Sealover-sarker ~ Daughter Form OC-01 rev. 10.13.06 Intestate Intestate Page 4 of ~0 -T i • ~• Estate of JEFFREY D. SEALOVER andAdcfress Imo, Deceased ~i B. Identify each party who is not sui juris (e.g., minors or incapacitated rsons). For each such party, give date of birth, the name of each Guardian,an ~ow each Guardian was appointed. If no Guardian has been appointed, idenfi 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 be~~ filed for this Audit (see Pa. O.C. Rule 12.4). ~, !i N/A I I D. If distribution is to be made to the personal representative of a dede tad parry, state date of death, date and place of grant of Letters and type of L ets granted. ~~ N/A ~! Form OC-Ol rev. 10.13.06 gage 5 of 1 L ~ ~ ~ Estate of JEFFREY D. SEALOVER ,Deceased 10. Other than the claim for the family exemption, list the names of all known c~aimants and the amount of their claims and state whether each claim is admitted. Name andAddress of Each Claimant See Accounting for complete list of Claimants i Amount of Claim Claim Will Claim Admitted? Be Paid In Full? Wes Yes ~No No Yes ~No Yes ~No Yes QNo If the estate is insolvent, attach a schedule setting forth the order of 20 Pa.C.S. § 3392 and the proposed payments. 11. Was family exemption claimed? ................................ Was family exemption allowed? ................................ Family exemption claimant's name and relationship: Name: Relationship: Form OC-01 rev. 10.13.06 ~] Yes No Yes No Yes No under '1'es ~N des ~N Page 6 of 1 ' ~ i ~ ~ Estate of JEFFREY D. SEALOVER ,Deceased 12. The amount of Pennsylvania Transfer Inheritance Tax and additional Pennsy~lania Estate Tax paid, the date(s) of payment(s), and the interest(s) upon which paid, ate follows: Date Payment Interest None -insolvent estate ~T 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? ................... ~''es ~ No If yes, provide the name of the estate, indicate whether an account has' be m filed and confirmed absolutely and all awards performed, or, in the alternative,l7o ,the decedent's estate will be discharged for the decedent's fiduciary admiYhis ration of the estate. 14. A. Describe in detail any questions requiring adjudication and state the pbsi~ipn of the Petitioner(s) as to each question: N/A ', !, B. Has notice of the question requiring adjudication been given 'i to the parties identified in Paragraph 9 above? .................. (~~es ~ N 15. If Petitioner(s) has/have knowledge that a share has been assigned, renoumc dj or attached, provide a copy of the assignment, renunciation, disclaimer or at~a~ together with any relevant supporting documentation. ~, N/A !, Form OC-Ol rev. 10.13.06 Wage 7 of 1 __ __._ _.L I__ ___ i t ~ 1 Estate of Jeffrey D, Sealover ;Deceased 16. Had the decedent been adjudicated an incapacitated person? .......... ~ ~es ~ No If yes, attach a copy of the Order if available; otherwise state the Court; t~r>gn, number; date, and name of Hearing Judge. 17. A. List or attach a separate list of additional receipts and disbursements sii~c~ 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? ......... . ... ~'~s No 18. If a reserve is requested, state amount and purpose. I, Rmount: ._$221,.25 ~i ', Purpose: I Filing fees for Final Accounting, Inventory and mail3~ng hosts. I If a reserve is requested for counsel fees, has notice of the amount of fees to be paid from the resen~e been. given to the ~ parties in interest? ................................ . .. . . . ~~'~s ~No ~~ If so, attach a copy of the notice. ', ', I 19. Is the Court being asked to direct ~'~ ' the filing of a Schedule of Distribution? ....:..................... ~~~s ~No As to real estate only? ............. . .......................... Form OC-01 rev. 10.13.06 ~'~s ~ No >~age 8 of 1 i ~ 1 1 { ~ Estate of JEFFREY D. SEALOVER ,Deceased Wherefore, your Petitioner(s) ask(s) that distribution be awarded to the parti ~ entitled and suggest(s) that the distributive shares of income and principal (residuary shares being stated in proportions, not amounts) are as follows: 'i A. Income: ~~ ProposedDistributee(sJ Amount/Proportion ~~~ See accounting B. Principal: Proposed Drstrrbutee(sJ See accounting ~, Amount/Proportion Submitted By: (All petitioners must sign. Add additional lines if necessary): I, III Name of Petitioner: Beul A. Geiger, Ad n Name of Petitioner: Form OC-Ol rev. 10.13.06 !, Page 9 of 1 _ ___ _ i ~ Estate of JEFFREY D. SEALOVER Verification of Petitioner ', (Verification must be by at least one petitioner.) Deceased The undersigned hereby verifies * (that heishe she is Ntie Administratn~, of the above-named name of corporation Estate of Jeffrey D. Sealover and] tha~tt~e facts set forth in the foregoing Petition for Adjudication /Statement of Proposed Distribution vV~hich are within the personal knowledge of the Petitioner are true, and as to facts based on t~eiriformation of others, the Petitioner, after diligent inquiry, believes them to be true; and that atiy f~1se statements herein are made subject to the penalties of 18 Pa. C.S. § 4904 (relating to~Iu~swom falsification to authorities). Signature of Petitioner ', * Corporate petitioners must complete bracketed information. Certification of Counsel The undersigned counsel hereby certifies that the foregoing Petition for Adj ~ication/ Statement of Proposed Distribution is a true and accurate reproduction of the form etition authorized by the Supreme Court, and that no changes to the form have been made eyond the responses herein. Signature of Counsel for FormOC-01 rev. 10./3.06 ~! gage 10 of ] i _ _ -_ _ _ _ I _ -_ - 0 ~~~-riot-News Co. 812 Market St. Harrisburg, PA 17101 Inquiries - 717-255-8213 SNELBAKER, BRENNEMAN & SPARE, P.C. 44 WEST MAIN STREET P.O. BOX 318 MECHANICSBURG PA 17055 c~e~lahiot= Now y0~ 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 Shannon D. Billhime, 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 ~ Commonwealth of Pennsylvania, with its principal office and place of business at 812 to 818 Market S Harrisburg, County of Dauphin, State of Pennsylvania, owner and publisher of The Patriot-News and l newspapers of general circulation, printed and published at 812 to 818 Market Street, in the City, Cdw The Patriot-News and The Sunday Patriot-News were established March 4th, 1854, and September 1. all have been continuously published ever since; That the printed notice or publication which is securely attached hereto is exactly as printed ar daily and/or Sunday/ Metro editions which appeared on the date(s) indicated below. That neither shoe i interested in the subject matter of said printed notice or advertising, and that all of the allegations of'th place and character of publication are true; and That she has personal knowledge of the facts aforesaid and is duly authorized and empowere behalf of The Patriot-News Co. aforesaid by virtue and pursuant to a resolution unanimously passed a stockholders and board of directors of the said Company and subsequently duly recorded in the office in and for said County of Dau hin in Miscellaneous Book "M" Volume 14 Page 317 know Eder the laws of the het, in the Ci of Sunday P riot-News and State oresaid; that fi, 1949, res ectively, and published in their regular said Comp ny is ~~tatement a to the time, o verify this tatement on adopted se erally by the ~r the Recor ino of Deeds P PUBLICATION COPY This ad # 0001904155 ran on the dates sho~r~ below: ', Septem 2008 A. D. ier 24, 2008 01, 2008 08, 2008 Natarlat 8hwrb L. Kisr~x, Pubic ~Iry d' Ham, in coin ~Y ~!!~ Nov. 26, 201 ~ Notary Public ~ ~ ! M SNELBAKER F3 BRENNEMAN, P.C. A PROFESSIONAL CORPORATION ATTORNEYS AT LAW 44 WEST MARJ STREET MECHANICSBURG. PENNSYLVANIA 17055 RICHARD C. SNELBAKER KEITH O. BRENNEMAN 717-697-8528 December 20, 2010 T0: * Department of the Treasury Internal Revenue Service P.O. Box 57, ACS Bensalem, PA 19020 * Department of the Treasury Internal Revenue Service P.O. Box 236 Memphis, TN 38101-0236 * Department of the Treasury Internal Revenue Service Cincinnati, OH 45999-0025 * Department of the Treasury Internal Revenue Service Philadelphia, PA 19255-1498 * Department of the Treasury Internal Revenue Service P.O. Box 149338 Austin, TX 78714-9338 Cardiology Diagnostic, LLC 725 Maple Road Middletown, PA 17057 Pathology Associates of Central Pennsylvania 4520 Union Deposit Road Harrisburg, PA 17111-2910 Riverside Anes Assoc LTD 1 Rutherford Road, Suite 101 I Harrisburg, PA 17109-4540 '~, Pinnacle Health Emergency P.O. Box 8500-55168 Philadelphia, PA 19178-5168 Andrews & Patel Associates, P.C. 3912 Trindle Road Camp Hill, PA 17011 P. O. B 318 FACSIMILE (71 ) 697-7681 r r ~ f ~ SNELBAKER ~ BRENNEMAN, P.C. Estate of Jeffrey D. Sealover December 20, 2010 Page 2 West Shore Emergency Medical Services 205 Grandview Avenue, Suite 211 Camp Hill, PA 17011 i Quantum Imaging & Therapeutic Associates P.O. Box 1805 Indianapolis, IN 46206 **Commonwealth of Pennsylvania Department of Revenue Bureau of Individual Taxes P.O. Box 280604 Harrisburg, PA 17128-0604 **Commonwealth of Pennsylvania Department of Revenue Bureau of Individual Taxes P.O. Box 281041 Harrisburg, PA 17128-1041 **Commonwealth of Pennsylvania Department of Revenue Bureau of Individual Taxes P.O. Box 280431 Harrisburg, PA 17128-0431 **Commonwealth of Pennsylvania Department of Revenue Bureau of Individual Taxes P.O. Box 280432 Harrisburg, PA 17128-0432 **Commonwealth of Pennsylvania Department of Revenue Bureau of Collections and Taxpayer Services P.O. Box 281210 Harrisburg, PA 17128-1210 **Linebarger Goggan Blair & Sampson, LLP Attorneys at Law P.O. Box 90128 Harrisburg, PA 17109-0128 Pinnacle Health Hospital C/O Bureau of Account Management 3607 Rosemont Avenue, Suite 502 P.O. Box 8875 Camp Hill, PA 17001-8875 i__ ~ ~ • A SNELBAKER ~ BRENNEMAN, P.C. Estate of Jeffrey D. Sealover December 20, 2010 Page 3 Holy Spirit Hospital C/0 Bureau of Account Management 3607 Rosemont Avenue, Suite 502 P.O. Box 8875 I' Camp Hill, PA 17001-8875 Wix, Wenger & Weidner ', 508 North Second Street ', P.O. Box 845 Harrisburg, PA 17108-0845 ', Accounting Associates !~ Floyd Fahnestock ', 1849 West Lisburn Road ', Carlisle, PA 17015 Luther E. Milspaw, Jr., Esquire ', Attorney for Robyn A. Sealover Administratrix for Estate of Dennis A. Sealover 130 State Street Harrisburg, PA 17101 li' Heather N. Sealover ', 6931 Pasadena Drive ', Cheyenne, WY 82009 Kelli R. Sealover-Barker 327 Ridgewood Drive Mellville, AL 36322 Re: Estate of Jeffrey D. Sealover, Deceased Estate No. 21-08-0933 NOTICE TO PARTIES IN INTEREST The undersigned, as Attorney for Beulah A. Geiger, Admir~i~stratri of the Estate of Jeffrey D. Sealover, Deceased, hereby c~~ves notice to each of the above named persons pursuant to R~J~e 6.3 0 the Pennsylvania Supreme Court Orphans' Court rules as c511ows: 1. She has filed in the office of the Clerk of O~~hans' Court and Register of Wills of Cumberland County, Penns~~vania, at Carlisle, PA, the First and Final Account of her administration as such Administratrix, the Inventory an~i'~the Petition for Adjudication, true copies of which are enc~gsed herewith. ~ ~ i M~ SNELBAKER ~ BRENNEMAN, P.C. Estate of Jeffrey D. Sealover December 20, 2010 Page 4 2. Said Account and Statement will be presented ~.o a judg of the Orphans' Court Division of the Cumberland CountylCourt of Common Pleas at the Cumberland County Court House, 1 Co~x~t House Square, Carlisle, PA 17013, on January 11, 2011 at 9:00Io'clock A.M., prevailing time, at which time said Account will ~e confirmed and distribution ordered unless written objections are filed prior thereto. ~ 3. You have the right to file written objections to said Account and Statement prior to the confirmation as sche oiled above. er trul yours, Richard C. Snelbaker RCS:sks Enclosures cc: Beulah Geiger * In order to assure notification of the account'ng proceedings, copies of this Notice to the Department o~ Treasury, Internal Revenue Service, have been ~dnt to each of the multiple addresses based upon I correspondence to and from the various offices. ** In order to assure notification of the account'ng proceedings, copies of the Notice to Commonwe alth of Pennsylvania, Department of Revenue, and its a~~orneys, have been sent to each of the multiple address~~ based upon correspondence to and from the various of ices. ~ ~ } ~ 2Q Pa. G. S, t~. Sec. 3392 § 3392. Classification and order of payment ', If the applicable assets of the estate are insufficient to pay all proper 'i charges and claims in full, the personal representative, subject to any prefer- ', ence given by law to claims due the United States, shall pay them in the 'I following order, without: priority as between claims of the same class: (1) The costs of administration. ~ (2) The farm'ly exemption. (3) The costs of the decedent's funeral and burial, and the costs. of I, medicines furnished to him .within six months of his death, of medical o~ nursing services performed for him within that time, of hospital serviced ', including maintenance provided him within that time, of services provided under the medical assistance program provided within that. time and of ', services performed for him by any of his employees within that time. ', (4) The cost of a gravemarker. (5) Rents for the occupancy of the decedent's residence for six months immediately prior to his death. (5.1) Claims by the Commonwealth and the political subdivisions of the ~, Commonwea}th. (6) All other claims. 1972; June 30, P.L. 508, No. 164, § 2, eff. July 1, 1972. Amended 2006, Feb. ~ 21, P,L, ~5, No. 17, § 1, imd. effective. Cr,~-n~s aivn LrnBU.rrirs of EsrA~s § 1b7:207 Primary Authority 20 Pa. C.S. §§ 3381, 3392, 3532(b)(3) A.L.R. Library A.L.R. Index, Decedents' Estates; Executors and Administrators; Judgment Liens; Judgments, Orders, and Decrees; Liens and Encumbrances; Preferences and Priorities; Tax Liens West's A.L.R. Digest, Executors and Administrators X202 259 to 261, 513(10). 513(11) Legal Encyclopedias Am. Jur. 2d, Descent and Distribution § 141; Executors and Administrators §§ 649 to 676 C.J.S., Executors and Administrators §§ 503 to 532 § 157:207 Generally Research References West's Key Number Digest, .Executors and Administrators <~219.6, 259 to 261 If the applicable assets of the decedent's estate are insuf- ficient to pay all proper charges and claims in full, the personal representative, subject to any preference given by law to claims due the United States, must pay them in the following order, without priority as between claims of the same class: (1) the costs of administration; (2) the family exemption; (3) the costs of the decedent's funeral and burial, and the costs of medicines furnished to the decedent within six months of his or her death, of medical or nursing services performed for the decedent within that time, of hospital services including maintenance provided the decedent within that time, of services provided under the medical assistance program provided within that time and of services performed for the decedent by any of his employees within that time; (4) the cost of a gravemarker; (5) rents for the occupancy of the decedent's residence for six months immediately prior to his or her death; (6) claims by the Commonwealth and the political subdi- visions of the Commonwealth; and 289 __. _._~ _ ~ . § 1S'7S2O7 STANDARD PENNfsYLVANIA Pl~acrICE 2D (7) all other claims.' The statutory order of priority applies only in det rmining the respective rights of unsecured creditors amo g them- selves, and does not apply to those who, during the d cedent's lifetime, have obtained security for their claims by ortgage or by lien of judgment.2 Such secured ¢reditors co time to have first priority with respect to the encumbered property of the decedent.3 = The purpose of the rule fixing the order of priori among unsecured creditors and those who have incurred c arges in connection with an estate is to favor certain classes of credi- tors; to this end, the law must be strictly construe ,and is subject to the general rule of construction that parti s claim- - ing the benefit of class legislation must bring th mselves within its provisions.4 Property which is subject to a valid option agreem nt made by the decedent while living, and which ns subject to a decree of specific performance against his or hey estate, t es prior- = ity over the elective share of the decedent's survivin spouse.b When a testator in his will gives specified property o a share o Is estate In exact or substantial compliance ith the erms o s o Igo ions un er an m r ~1VOS prope y se e- went or antenuptial agreement made with his wife, the wife is a creditor of his estate and not a legatee under he will, and consequently, the wife's claim is superior to t e claims of other legatees and devisees.e Where a surety pays money to the government behalf of his or her principal for taxes assessed as due, t e surety is entitled to be subrogated to the rights of the gov rnment, including any priority which the government may h ve.' [Section 167:207] D. & C.2d 646, 1956 L 6522 ' '20 Pa. C.S. § 3392. (Orphans' Ct. 1956). As to the preference for °In r~ Brown's Eata ,446 Pa. claims due the United States, see 401, 289 A~2d 77 (1972). §§ 157:215, 157:216. As tq specific perf rmance of For further discussion of pri- such agreements, see 2 Pa. C.S. ority of claims, see 10 Sum. Pa. Jur. § 3390, distussed in § 16 :33. 2d, Probate, Estates, and Trusts §§ 12:51 to 12:52. °In re Estate of Bl enthal, 2002 PA Super 382, 812 2§ 167:208 2d 1279 . (2002). 3§ 157:208. 'In re Sheaffer's E tote, 281 u. ' °In re Gilbert's Estate, 5 Pa. Pa. 138, 126 A. 205 (192 ). ~. 290 ~~ ~. -mss°° LAW OFFICES SNELBAKER & BRENNEMAN, F.C. IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTI ORPHANS' COURT DIVISION FILE NO: 21-08-0933 FIRST AND FINAL ACCOUNT OF BEULAH A. GEIGER, ADMINISTRATRIX For ESTATE OF JEFFREY D. SEALOVER Social Security #: 162-48-2443 Tax ID #: 26-6558444 Date of Death: September 8, 2008 Date of Incapacity, if any: None Date of Administratrix Appointment: September 16, 2008 Date of First Complete Advertisement: September 24, 2008 Accounting for the period: September 8, 2008 to December 8, 2010 Purpose of Account: Beulah A. Geiger, Administratrix, offers this Account to acqualint interested parties with the transactions that have occurred during her Administratidn. 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 i.D. No: 06355 3 r~ .~ _. ', PA. 4 c Z N +it~ .. ~ `'-~ ~' ~ ~ rj ~i ,_ :~ Page 1 LAw o~icEs SNELBAKER & BRENNEMAN, P.C. SUMMARY OF ACCOUNT PRINCIPAL PAGE Receipts 3 Less Disbursements/Claims to be paid upon confirmation of account: Class 1 Claims 3 Class 2 Claims 3 Class 3 Claims 3 & 4 Class 4 Claims 4 Class 5 Claims 4 Class 6 Claims 4 Class 7 Claims 4 Balance before Distributions Distributions to Beneficiaries Principal Balance on Hand 4 5 For Information: Investments Made 5 Changes in Holdings F INCOME Receipts 5 Less Disbursements 5 Balance before Distributions Distributions to Beneficiaries 5 Income Balance on Hand COMBINED BALANCE ON HAND Listing of Unpaid Creditors 6, 7, 8 & 9 Listing of Other Claimants 9 Listing of Persons Interested in Distribution g Estate Affidavit Page 10 $10,395.75 $10,3 5.75 $10,139 .~'S $ .~0 $ .b0 $10,3 5.75 0.00 0.00 .00 .00 00 00 00 Page 2 PRINCIPAL RECEIPTS Assets Listed on Inventory per copy of attached: (Valued as of Date of Death) ADJUSTMENTS TO INVENTORY None SUBSEQUENT RECEIPTS 8/4/2010 Social Security Benefit due the Decedent TOTAL PRINCIPAL RECEIPTS DISBURSEMENTS OF PRINCIPAL CLASS 1 CLAIMS -COSTS OF ADMINISTRATION 10/21/2008 Deluxe, check printing charge 11/20/2008 Snelbaker & Brenneman, P.C., reimbursement for costs advanced: a. Patriot-News, advertise Administratrix Notice b. Cumberland Law Journal, advertise Executrix Noti~ c. Register of Wills, probate fee 11/21/2008 Snelbaker.& Brenneman, P.C., costs advanced for litigation case 3/25/2009 Accounting Associates, accountant fees for 2008 Income Tax prep 4/20/2009 Department of the Treasury, 2008 Income Taxes 6/1/2010 Register of Wills, filing fee for Inheritance Tax Return 9/7/2010 Register of Wills, additional probate fee Class 1 claims to be aid u on confirmation of accoundn **~` Beulah A. Geiger, Administratrix Commission """' Snelbaker & Brenneman, P.C., partial payment on attorney fees of which $4,000 paid gratuitously by Vernon Sealover, father of the Decedent towards litigation fees ""' Snelbaker & Brenneman, P.C., costs advanced: a. Greenawalt & Company, conferences on tax matters on 1/13/09, 09/22/09, 04/29/10 and 07/15/10 b. Register of Wills, short certificate ""` Reserve for filing fee for First and Final Account, Inventory and certified mailing costs Unpaid claim to Snelbaker & Brenneman, P.C. for balance of unpaid attorney services rendered in the administration of the Decedent's estate in the amount of $7,998.22 TOTAL CLASS 1 CLAIMS PAID OR TO BE PAID: CLASS 2 CLAIMS -FAMILY EXEMPTION NONE $8,$16.75 0.00 1,4 9.00 0,3 5.75 ', $ 1 .50 2 0.17 14 .17 'J5.00 ' 67.00 !, 23 .91 ~t9ior~ 8 .00 I ~ 7 .39 I~ 1 .00 !, i ' 1 .00 , 2,50 .00 '', 6,27 .53 66 .00 6$5.t~0 4.C~0 221 25 $0 LAW OFFICES SNELBAKER & BRENNEMAN, P.C. ~~ ~ ~~~~~~~ - ~.w i ~r ruNERAL AND BURIAL AND THE CO T5 FURNISHED WITHIN SIX MONTHS OF DEATH Unpaid claim to Department of the Treasury, Internal Revenue Service for unpaid tax claims for tax years 2000, 2001, 2003, 2006, 2007 and 2008 in the amount of $31,501.11 Page 3 " "`-^~n~~ - ~+V.71 V ruNEf~AL AND BURIAL AND THE COSTS OF E FURNISHED WITHIN SIX MONTHS OF DEATH -CONTINUED Unpaid claim to Cardiology Diagnostic, LLC for medical services in the amount of $70.00 Unpaid claim to Pathology Associates of Central Pennsylvania for medical services in the amount of $1,016.00 Unpaid claim to Riverside Anes Assoc LTD for medical services in the amount of $1,400.00 Unpaid claim to Pinnacle Health Emergency for medical services in the amount of $451.00 Unpaid claim to Andrews & Patel Associates, P.C. for medical services in the amount of $121.00 Unpaid claim to West Shore Emergency Medical Services for medical services in the amount of $959.68 Unpaid claim to Quantum Imaging & Therapeutic Associates for medical services in the amount of $509.00 TOTAL CLASS 3 CLAIMS TO BE PAID CLASS 4 CLAIMS -COSTS OF GRAVEMARKER NONE NONE CLASS 6 CLAIMS -CLAIMS BY THE COMMONWEALTH AND POLITICAL SUBDIVISIONS OF THE COMMONWEALTH Unpaid claim to Commonwealth of Pennsylvania, Department of Revenue for unpaid tax claims for tax years 1995, 1996, 1998, 2003, 2006, 2007 and 2008 in the amount of $7,438.96 TOTAL CLASS 6 CLAIMS TO BE PAID CLASS 7 CLAIMS -ALL OTHER CLAIMS Unpaid claim to Pinnacle Health Hospital for medical services in the amount of $6,153.35 Unpaid claim to Holy Spirit Hospital for medical services in the amount of $2,929.65 Unpaid claim to Wix, Wenger & Weidner for attomey services provided prior to decedent's death in the amount of $1,586.68 Unpaid claim to Snelbaker & Brenneman, P.C. for attorney services provided prior to decedent's death in the amount of $10,592.46 Unpaid claim to Accounting Associates for accountant fees in the amount of $160.00 TOTAL CLASS 7 CLAIMS TO BE PAID LAW OFFICES SNELBAKER 8C BRENNEMAN, P.C. DISTRIBUTIONS OF PRINCIPAL TO BENEFICIARIES NONE $Qi .00 Page 4 Cash PRINCIPAL BALANCE ON HAND FIDUCI RY VALUE ACQUIS TIO~ 12l08/~010 VALUE $ 5,165.28 $ 8,9 6.75 ** Less expenses to be paid subsequent to confirmation of $ ~5,~ First and Final Account as fisted on page 3 of accounting TOTAL PRINCIPAL BALANCE ON HAND --~ INFORMATION SCHEDULES PRINCIPAL INVESTMENTS MADE NONE CHANGES IN PRINCIPAL HOLDINGS NONE RECEIPTS OF INCOME NONE DISBURSEMENTS OF INCOME NONE DISBURSEMENTS OF INCOME TO BENEFICIARIES NONE a8~ )0 .00 D.00 LAw o~icEs SNELBAKER 8C BRENNEMAN, P.C. Page 5 _ _ ~~ LAw o~icEs SNELBAKER & BRENNEMAN, P.C. " UNPAID CREDITORS: 1 • Snelbaker & Brenneman, P.C., 44 West Main Street Mechanicsburg, PA 17055 Class 1 claim for unpaid attorney services rendered in the administration of the Decedent's estate 2• Department of the Treasury Intemal Revenue Service P.O. Box 57, ACS Bensalem, PA 19020 Class 3 Claim for unpaid tax claims for the following tax years: a. 2000 $5,402.33 b. 2001 $6,591.76 c. 2003 $3,672.84 d. 2006 $7,880.19 e. 2007 $7,582.99 f. 2008 $371.00 Notice to Department of Treasury was also sent to the following ; a. Department of the Treasury Internal Revenue Service P.O. Box 236 Memphis, TN 38101-0236 b• Department of the Treasury Internal Revenue Service Cincinnati, OH 45999-0025 c~ Department of the Treasury Intemal Revenue Service Philadelphia, PA 19255-1498 d• Department of the Treasury Internal Revenue Service P.O. Box 149338 Austin, TX 78714-9338 3. Cardiology Diagnostic, LLC 725 Maple Road Middletown, PA 17057 Class 3 Claim for unpaid medical expenses within the last six months of Decedent's life 4. Pathology Associates of Central Pennsylvania 4520 Union Deposit Road Harrisburg, PA 17111-2910 Class 3 Claim for unpaid medical expenses within the last six months of Decedent's life $ 7,9'. $ 31,54 $ 1,01 1.11 Page 6 LAW OFFICES SNELBAKER & BRENNEMAN, P.C. * UNPAID CREDITORS -CONTINUED: 5• Riverside Anes Assoc LTD 1 Rutherford Road, Suite 101 Harrisburg, PA 17109-4540 Class 3 Claim for unpaid medical expenses within the last six months of Decedent's life 6• Pinnacle Health Emergency P.O. Box 8500-55168 Philadelphia, PA 19178-5168 Class 3 Claim for unpaid medical expenses within the last six months of Decedent's fife 7• Andrews & Patel Associates, P.C. 3912 Trindle Road Camp Hill. PA 17011 Class 3 Claim for unpaid medical expenses within the last six months of Decedent's life 8• West Shore Emergency Medical Services 205 Grandview Avenue, Suite 211 Camp Hill, PA 17011 Class 3 Claim for unpaid medical expenses within the last six months of Decedent's life 9. Quantum Imaging & Therapeutic Associates P.O. Box 1805 Indianapolis,. IN 46206 Class 3 Claim for unpaid medical expenses within the last six months of Decedent's life 10. Commonwealth of Pennsylvania Department of Revenue Bureau of Individual Taxes P.O. Box 280604 Harrisburg, PA 17128-0604 Class 6 Claim for unpaid tax claims for the following tax years: a. 1995 $2,268.18 b. 1996 $1,174.21 c. 1998 $68.98 d. 2003 $1, 005.25 e. 2006 $1, 764.12 f. 2007 $815.27 g. 2008 $342.95 $ 1,4 0.00 $ 4 1.00 $ 121.00 $ 7 68 Page 7 LAW OFFICES SNELBAKER & BRENNEMAN, P.C. UNPAID CREDITORS -CONTINUED: Notice to Pennsylvania Department of Revenue and its attorneys was also sent to the following addresses: a• Commonwealth of Pennsylvania Department of Revenue Bureau of Individual Taxes P.O. Box 281041 Harrisburg, PA 17128-1041 b• Commonwealth of Pennsylvania Department of Revenue Bureau of Individual Taxes P.O. Box 280431 Harrisburg, PA 17128-0431 I' c• Commonwealth of Pennsylvania Department of Revenue Bureau of Individual Taxes ', P.O. Box 280432 ~I Harrisburg, PA 17128-0432 d• Commonwealth of Pennsylvania ', Department of Revenue Bureau of Collections and Taxpayer Services P.O. Box 281210 Harrisburg, PA 17128-1210 e• Linebarger Goggan Blair 8~ Sampson, LLP Attorneys at Law P.O. Box 90128 Harrisburg, PA 17109-0128 11 • Pinnacle Health Hospital I' C/O Bureau of Account Management 3607 Rosemont Avenue, Suite 502 P.O. Box 8875 Camp Hill, PA 17001-8875 '~ Class 7 Claim for unpaid medical expenses $ 6,153. 12. Holy Spirit Hospital C/O Bureau of Account Management 3607 Rosemont Avenue, Suite 502 P,O. Box 8875 Camp Hill, PA 17001-8875 Class 7 Claim for unpaid medical expenses '~i $ 2,929. 13. Wix,. Wenger & Weidner 508 North Second Street, P.O. Box 845 Harrisburg, PA 17108-0845 Class 7 claim for unpaid attorney services provided $ 1,586. to the Decedent prior to death Page 8 14. 15 !I 1 1 2 LAw o~icEs SNELBAKER Ec BRENNEMAN, P.C. * UNPAID CREDITORS -CONTINUED: Snelbaker & Brenneman, P.C., 44 West Main Street Mechanicsburg, PA 17055 Class 7 claim for unpaid attorney services provided $ 1 to the Decedent prior to death Accounting Associates Floyd Fahnestock 1849 West Lisburn Road Carlisle, PA 17015 Class 7 Claim for unpaid accountant fees $ * OTHER CLAIMANTS: All alleged (but disputed) claims of Robyn A. Sealover, Administratrix ~f t ~ Estate of Dennis A. Sealover, Deceased, in care of Luther E. Milspaw, Jr., E~'qu r~, 130 State Street, Harrisburg, PA 17101, against the Decedent arising ~ro Ithe litigation docketed in the Court of Common Pleas of Cumberland County Pennsylvania to No. 08-3791 Civil Term captioned as follows: Beulah p4. jeiger, Administratrix of the Estate of Jeffrey D. Sealover, Deceased, Plaintiff, V. Robyn A. Sealover, Administratrix of the Estate of Dennis A. Sealover, Decease! V. Vernon Sealover and The Sealover Group, Additional Defendants. dfendant, ** PERSONS INTERESTED IN DISTRIBUTION OF ESTATE: Heather N. Sealover 6931 Pasadena Drive Cheyenne, WY 82009 Kelli R. Sealover-Barker 327 Ridgewood Drive it Mellville, AL 36322 I Page 9 16 ).00 ,~ COMMONWEALTH OF PENNSYLVANIA ) COUNTY OF CUMBERLAND ~) SS. ', Beulah A. Geiger, being duly sworn according to law deposes and says: that she is the Administratrix of the Estate of Jeffrey D. Sealover ' ~'~ Deceased; that she is the Accountant herein; that the foregoing is a true I, and complete accounting of her administration of said Estate; that the attached list or schedule [*] contains the names, addresses and amounts due unpaid creditors who have given proper notice of their claims; that the attached III list or schedule [**j contains the names and addresses of all persons I~, interested in the distribution of said Estate; and that the facts set forth herein are II true and correct to the best of her knowledge, information and belief. ~~ Swom to and subscribed before me this (()~ day of~~,~ 2010 ~H 9F !'I~NNB'Mt.1NUV1A Notarial Seel -- Sandra K Stwwers, Notary PubNc Nledranlaburg Boro, Cumberland CauMy My ODmrnissbn F_~B Nov. 22, 2Q11 ~ecrber, ~er~~sylvania Associaiior, aF S~'~^Ea: yes Law o~icEs SNELBAKER & BRENNEMAN, P.C. Page 10 INVENTORY REGISTER OF WILLS OF CUMBERLAND COMMONWEALTH OF PENNSYLVANIA i COUNTY OF Cumberland f SS Beulah A. Geiger, Administratrix Personal Representative(s) of the Estate of Jeffrey D. Sealover deceased, depose(s) and say(s) that the items appearing in the following inventory include all of the persgn assets wherev situate and all of the real estate in the Commonwealth of Pennsylvania of said Decedent, that the valuation placed o ppsite each rte of said inventory represents its fair value as of the date of the decedent's death, and that Decedent owned np r al estate outsi of the Commonwealth of Pennsylvania except that which appears in a memorandum at the end of this inventory. ', I verify that the statements made in this Inven- ~ ~ tory are true and correct. I understand that false state- ments herein are made subject to the penalties of Beulah A. Geiger, A nistrat ix 18 Pa.C.S. § 4904 relating to unsworn falsification to 609 East Coover S r e't authorities. Mechanicsburg, PA ' 1 OSS Attorney -- (Name) Richard C. Snelbaker 6355 (Supreme Court LL~. No.) (Address) Snelbaker & Brenneman, P.C., 44 West Main Street, Mechanicsburg, PA 17055 (Telephone) 717-697-8528 DATE OF DEATH LAST RESIDENCE DEC~ED S SOC. SEC. NO. 09/08/2008 609 East Coover Street, Mechanicsburg, PA 17055 16~-4 -443 FIGURES MUST BE TOTALED 1. Cash from Vernon Sealover for payment on account of Decedent's attorney fees 2. Household goods, sale proceeds 4, ', 0.00 3. M&T Bank, checking account #3741282085 1, 11.18 4. Refund received for cancelled airline ticket from Expedia.com 2, II 69.16 5. Payment due the Decedent from Sealover Group I '~ 71.00 6. Snelbaker & Brenneman, P.C., distribution of balance of funds held in firm's trust account j 00.00 on behalf of the decedent's litigation expenses 39.91 7. State Auto Insurance Company, refund unused insurance premium 8. Unclaimed property consisting of $5.50 in cash from the closing of a safe deposit box at Citizens Bank 1 ~ ° 20.00 9. Decedent's interest in a general partnership known as "The Sealover Group" a 5.5~ 2; C n ~ ~ "'' ~ . O ~ ~ ~ _ .-y ~ I~ IV `:.~ ~ O'- (Attach additional sheets as needed) TOTAL: 8,9 6.75 NOTE: The Memorandum of real estate outside the Commonwealth of Pennsylvania may, at the election of the personal representtitivel include the value item, but such figures should not be extended into the total of th I f each e nventory. (See 20 Pa. C.S. § 3301(6)) Form RW-09 rev. 10.13.06 J ~ _ COUNTY, PENNSYLVANIA File Number 21-08-0933