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HomeMy WebLinkAbout01-28-11~• t' DECEDENT'S ESTATE COURT OF COMMON PLEAS OF Cumberland COUNTY, PENNSYLVANIA ORPHANS' COURT DIVISION ESTATE OF John V. Shoemaker, III ,DECEASED No. 21-06-0474 f... t">'' m 1 F ~ ~~ PETITION FOR ADJUDICATION / ~m ~ STATEMENT OF PROPOSED DISTRIBUTION ~ ,r, ~ ~ PURSUANT TO Pa. O.C. Rule 6.9 ~ ~c~ ~, ~~ c.` This form may be used in ald cases involving the Audit of the Account of a Decedent's Estate. If space is insufficient, riders may be attached. Attach the spouse's election, if qny~• ' he papers required under items 8-19 inclusive; and any instrument pertinent to the adjudicafiio>Ft. INCLUDEATTACHMENTSAT THE BACK OF THIS FORM. Name of Counsel: Richard C. Snelbaker Supreme Court LD. No.: 6355 Name of Law Firm: Snelbaker & Brenneman, P.C. Address: ~ West Main Street, Mechanicsburg, PA 17055 Telephone: 717-697-8528 ', d y99',o1Z.`~ ?1 I ~.. % ~.~ ;:i? e~i~~~i __ ~ ~..-~ :: r- ~r~ _A, ~=~ r -m w~ p -n Fax: 717-697-7681 Form OC-01 rev. 10.13.06 lr e 1 Of 1 O __ _.. ~ L_I- --- ~• Estate of John V. Shoemaker, III ,Deceased 1. Name(s) and address(es) of Petitioners}: Name: Robert Fisher Address: 6 .lOhriS L11Ve Mechanicsburg, PA 17050 Identify any executors or administrators who have not joined in the Petition for Adjudication and Statement of Proposed Distribution and state reason: None Is this the first accounting by this fiduciary? ..................... ~ r,Yes . ~ No If not, identify prior accountings, the accounting periods covered, and the! date of adjudication of the prior accounting. 2. Decedent died on June 1, 2006 ® Letters Testamentary or ~ Letters of Administration were granted to Petitiloner(s) on June 1.2006 Date of Will (if applicable): June 8, 1998 Date(s) of Codicil(s) (if applicable): N/A '' Date of probate (if different from date Letters granted): same as above; Was a bond required? ~I'es ®No If yes, state amount: Are proofs of advertising of the grant of Letters attached? ......... ~ Yes 0 No '~ Dates of advertising of the grant of Letters: Cumberland Law Journal, Junk ~ 6, 23,30 2006 and Patriot News, June 21, 28th and July 5, 2006 Form OC-01 rev. 10.13.06 Page 2 of 10 __ _ __-. _ __ _ __ L I Estate of John V. Shoemaker, III 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? ............. Yes m No (See Section 2201 et s_g. 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): N/A 6. Did decedent marry after execution of Will or Codicil(s)? ........... Q Yes ~ No Were any children born to decedent after execution of Will or Codicil(s)? ........................................... 'Yes ~ 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? .............................. ~~Ires ~ No Form OC-01 rev. 10.13.06 'Page 3 of 10 Estate of John V. Shoemaker, III Deceased 8. Written notice of the Audit as required by Pa. O.C. Rules 6.3, 6.7 and 6.8 h been or will be given to all parties in interest listed in item 9 below, all unpaid creditors aJnd~a~l claimants listed in item 10 below. In addition, notice of any questions requiring Ad~u~,idation 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 bf 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 thle (names and addresses of the parties receiving such Notice shall be submitted at tl~e'Audit together with a statement executed by a Petitioner or counsel certi~yirpg that such notice has been given. C. If any person entitled to Notice is not sui juris (e.g., minors or inca~a~itated persons), Notice of the Audit has been or will be given to the apprgpr~aite 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 Qr will also be given to the Attorney General as required under Pa. O.C. Rule 5.5. Irz eddition, the Attorney General's clearance certificate (or proof of service of Not~cq alnd 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/h~ve notice or knowledge, having or claiming any interest in the estate as beneficiaries undeu' 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 pairty's interest(s): Form OC-01 rev. lo.ls.o6 Rage 4 of 10 Estate of John V. Shoemaker, III N/A Deceased C. State why a Petition for Guazdian/Trustee Ad Litem has or has not b~ee~h 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 Letterfi granted. N/A Form OC-01 rev. 10.13.06 P~~e 5 of 10 - - ._~_ , 1_ .l -_ __ B. Identify each party who is not sui juris (e.g., minors or incapacitated persons). For each such parry, give date of birth, the name of each Guardian an~ )now each Guazdian was appointed. If no Guazdian has been appointed, identify'~,tl~e next of kin of such party, giving the name, address and relationship of each. Estate of John V. Shoemaker, III ,Deceased 10. Other than the claim for the family exemption, list the names of all known cl~laimants and the amount of their claims and state whether each claim is admitted. Name andAddress of Each Claimant Amount ofClaim Claim Wil[ Claim Admitted Be Paid In Full? Inovision-Medclr Portfolio Group, $16,234.69 Yes ~ Yes LLC C/O NCO Financial S stems Inc Y ~No No P.O. Box 15630, Dept. 16 Wilmington, DE 19850-5630 Yes Yes ~No No Yes `Yes ~No No ®Yes 'Yes ~No ! No If the estate is insolvent, attach a schedule setting forth the order of preferenc$ >~nder 20 Fa.C.S. § 3392 and the proposed payments. 11. Was family exemption claimed? ................................ ~~l'~s ~No Was family exemption allowed? ................................ ~Y'es ~No Family exemption claimant's name and relationship: Name: Relationship: Form OC-Ol rev. 10.13.06 )zage 6 Of 1 O ~~ _.__ - -- - __ . _..- '- -IL _ __ _ - - - ..._ . ., Estate of John V. Shoemaker, III ~_, Deceased 12. The amount of Pennsylvania Transfer Inheritance Tax and additional Pennsyjlvania Estate Tax paid, the date(s) of payment(s), and the interest(s) upon which paid, axe ~s follows: Date Payment Interest 8/31 /06 9,000.00 7/26/07 3,816.02 9/28/07 17.28 10/31/01 98'• 9 1/31/08 6.98 .5D 13. On the date of death, was the decedent a fiduciary (personal representative, trustee, guazdian, agent under power of attorney) or surety on the bond of a fiduciary? ................... ~~~Yes ~ No If yes, provide the name of the estate, indicate whether an account has ibe~ri filed and confirmed absolutely and all awazds performed, or, in the alternative, hovlr the decedent's estate will be dischazged for the decedent's fiduciary administ~aition of the estate. 14. A. Describe in detail any questions requiring adjudication and state the position of the Petitioner(s) as to each question: N/A B. Has notice of the question requiring adjudication been given ', to the parties identified in Paragraph 9 above? .................. ~`l'es ~ No 15. If Petitioner(s) has/have knowledge that a share has been assigned, renounaed~ disclaimed or attached, provide a copy of the assignment, renunciation, disclaimer or atta hment, together with any relevant supporting documentation. j N/A Form OC-01 rev. 10.13.06 1#age 7 of 10 Estate of Sohn V. Shoemaker, III 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 Coutt, berm, number, date, and name of Hearing Judge. 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? ............. ~~IYes ~ No 18. If a reserve is requested, state amount and purpose. 2,000.00 Rmaunr: Pwp°Se: Filing fees, accountant fees and other miscellaneous costs associated 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? es ~ No If so, attach a copy of the notice. g des ~No 19. ~e filino of a Schedule of Distribution? .......................... As to real estate only? ........................................ 'es ~No Form OC-01 rev. 10.13.06 Page g Of 1 O •a a Estate of John V. Shoemaker, III ,Deceased Wherefore, your Petitioner(s) ask(s) that distribution be awarded to the palrti~s entitled and suggest(s) that the distributive shares of income and principal (residuary shares ~b~ing stated in proportions, not amounts) are as follows: A. Income: Proposed Distributee(sJ Amount/Proportion See Accounting B. Principal: Proposed Distributee(s) See Accounting Form OC-Ol rev. 10.13.06 Amount/Proportion Submitted By: (All petitioners must sign. Add additional lines if necessary): Name of Petitioner: Robert Fisher Name of Petitioner: >a~e 9 of 14 Estate of John V. Shoemaker, III Deceased Verification of Petitioner (Verification must be by at least one petitioner.) The undersigned hereby verifies * [that he/she he is title Executor of the above-named name ofcorparation Estate of John V. Shoemaker, III and] 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 tlhe' 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). Signature of Petitioner * Corporate petitioners must complete bracketed information. Certification 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 bed©nd the responses herein. __ ..Sign ure of Counsel for Petitioner- Form OC-01 rev. 10.13.06 Phage 10 of 10 .. 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 tale County and State aforesaid, being duly sworn; according to law, deposes and says that the C1~Imberland Law Journal, a legal periodical published in the Borough of Carlisle in the County anld $t~te aforesaid, was established January 2, 1952, and designated by the local courts as ~llel official legal periodical for the publication of all legal notices, and has, since January 2, 195'2, ',been regularly issued weekly in the said County, and that the printed notice or publication atta~c~led hereto is exactly the same as was printed in the regular editions and issues of the said Cumberland Law Journal on the following dates, viz: ' 3une 16, June 23, and June 30, 2006 ' i Affiant further deposes that he is authorized to verify this statement by tile' Cumberland Law Journal, a legal periodical of general circulation, and that he is not interested% in the subject matter of the aforesaid notice or advertisement, and that all allegations in ~It1ne foregoing statements as to time, place and character of publication are true. ~. -- Shoemaker, John V., III, decd. lsa Mane COyri , EdltOr ', Late of Silver Spring Township. ', Executor: Robert Fisher, s Johns SWORN TO AND SUBSCRIBED before me this Drive, Mechanicsburg, PA 17050. 30 day of June, 2006 I~ Attorneys: Sneibaker, & Brenne- j man, P.C., 44 West Main Street, P.O. Box 318, Mechanicsburg, PA 17055-0318. Notary r~ov~u se>,t. ' DE~ORAFI A COLLWi No~oiy RibMc I! CarwtiMMo~ 6q~na kx Zs. f .+ ~` THE PATRIOT NEWS THE SUNDAY PATRIOT NEWS Proof of Publication Under Act No. 587, Approved May 16, 1929 Commonwealth of Pennsylvania, County of Dauphin} ss Joseph A. Dennison, being duly sworn according to law, deposes and says: That he is the Assistant Controller of The Patriot News Co., a corporation organized and e$isting under the laws of the Commonwealth of Pennsylvania, with its principal office and place of business at 81,2 t~ $18 Market Street, in the City of Harrisburg, County of Dauphin, State of Pennsylvania, owner and publishe# o$ T"he Patriot- News and The Sunday Patriot-News newspapers of general circulation, printed and published at''81 ~ to 818 Market Street, in the City, County and State aforesaid; that The Patriot-News and The Sunday Patriot-N~w were established March 4th, 1854, and September 18th, 1949, respectively, and all have been continudus~y published ever since; That the printed notice or publication which is securely attached hereto is exactly as ptin ed and published in their regular daily and/or Sunday/ Metro editions which appeared in the 21st and 28th dayks)~o>F June and the 5th day(s) of July 2006. That neither he nor said Company is interested in the subject matter df s~itl printed notice or advertising, and that all of the allegations of this statement as to the time, place and character ~f'publication are true; and That he has personal knowledge of the facts aforesaid and is duly authorized and empowered to verify this statement on behalf of The Patriot-News Co. aforesaid by virtue and pursuant to a resolution unaiur~hoiusly passed and adopted severally by the stockholders and board of directors of the said Company and subsec}ue~t)y duly recorded in the office for the Recording of Deeds in and for said County of Dauphin in Miscellaneo~si Book "M", Volume 14, Page 317. PUBLICATION '~ COPY ', Sworn to and sub ri d e me tlltigJ6~if01~i1-'1tfr891iiQf i . LVAN Notarial Seam, Terry L. Russell N ublic City Of Narrisbur , Dautn n My Commission)~pires Jury~'f~,a 10 Of Notaries NOTARY SNELBAKER, BRENNEMAN &'~,S1'~,ARE, P.C. 44 WEST MAIN STREET P.O. BOX 318 MECHANICSBURG, PA. 17055-p3~8 .. COMMONWEALTH OF PENNSYLVANIA DEPARTMENT Of PUBLIC WELFARE BUREAU OF FINANCIAL OPERATIONS DNISION OF THIRD PARTY LWBILITY ESTATE RECOVERY PROGRAM PO BOX 8486 HARRISBURG, PA 17105-8486 July 25, 2008 SNELBAKER & BRENNEMAN PC RICHARD C SNELBAKER ESQUIRE 44 W MAIN ST MECHANICSBURG'PA 17055 Re: JOHN V SHOEMAKER III SSN: 162-22-2824 Dear Attorney Snelbaker: Pursuant to your letter dated June 24, 20Q8, 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 Department's Estate Recovery Program will not seek any recovery from this estate. If your client applied for Medical Assistance and had an application and/off hearing pending at the time of death, please advise us and provide any addt~.onal information that may affect a recovery by our Department. If you have any questions, please feel free to contact me. Sincerely, ~~t.+~ Carole A. Procope Recovery Section Manager (717)772-6604 ~, ... RICHARD C. SNELBAKER KEITH O. BRENNEMAN SNELBAKER FS BRFNNEMAN, P.C. A PROFESSIONAL CORPORATION ATTORNEYS AT LAW 44 WEST MAIN STR.EfT IviECHANICSB[Jl2.G, PENNSYi-VANIA 17055 717-697-8528 January 28, 2011 T0: Inovision-Medclr Portfolio Group, LLC C/0 NCO .Financial Systems, Inc. P.O. Box 15630, Dept 16 Wilmington, DE 19850-5630 Donna Hoffman C/0 John V. Shoemaker, IV 138-A Cumberland Street Duncannon, PA 17020 John V. Shoemaker, V #HL5782 801 Butler Pike Mercer, PA 16137 John V. Shoemaker, V C/0 Kelly Shoemaker, Power of Attorney 118 West Main Street Windsor, PA 17366 Dianne Liberator 170 East Penn Street Carlisle, PA 17013 Douglas G. Miller, Esquire Attorney for Dianne Liberator 60 West Pomfret Street Carlisle, PA 17013-3222 P. O. BOX 318 FACSIMILE (717) 697-7681 Edward L. Schorpp, County Solicitor Cumberland County Courthouse Suite 208 1 Courthouse Square Carlisle, PA 17013 Re: Estate of John V. Shoemaker, III, Deceased Estate No. 21-06-0474 NOTICE TO PARTIES IN INTEREST The undersigned, as Attorney for Robert Fisher, the Exe~ultor of. the Estate and under the Last Will and Testament of John IV. Shoemaker, III, Deceased, hereby gives notice to each o~ the above named persons pursuant to Rule 6.3 of the Pennsylvania Supreme Court Orphans' Court rules as follows: ~; _M ~ SNELBAKF.R & BRENNEMAN, P. C. Estate of John V. Shoemaker, III January 28, 2011 Page 2 1. He has filed this date in .t he office of the Clerk of Orphans' Court and Register of Wills of Cumberland Co~n~ty, Pennsylvania, at Carlisle, PA, the First and Final Ac~o nt of his administration as such Executor, together with an Inv~n{tory and Statement of Proposed Distribution and the Petition fork' Adjudication, true copies of which are enclosed herewit~. 2. Said Account and Statement will be presented t© a judge of the Orphans' Court Division of the Cumberland Countyl~ourt of Common Pleas at the Cumberland County Court House., 1 Co rt House Square, Carlisle, PA 17013, on March 1, 2011 at 9:00 o'~1ock A.M., prevailing time, at which time said Account will ~e confirmed and distribution ordered in accordance with skid Statement of Proposed Distribution unless written objections are filed prior thereto. ', 3. You have the right to file written objections~o 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: 21-06-0474 FIRST AND FINAL ACCOUNT OF Robert Fisher, Executor For ESTATE OF JOHN V. SHOEMAKER, III Social Security #: 162-22-2824 Tax ID #: 20-6969331 Date of Death: June 1, 2006 Date of Incapacity, if any: None Date of Executor Appointment: June 1, 2006 Date of First Complete Advertisement: June 16, 2006 Accounting for the period: June 1, 2006 to January 4, 2011 Purpose of Account: Robert Fisher, Executor offers this Account to acquaint interest~dl 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 '~ ,.., z-~ 6 ~ --- ~.-~ -_ ~~7 ~ ~~ c ~' ' ' r"r a `7 ~ 4 ~~ z ~ ~ it .4'..J , , ~ ,r-j ~ _ _n ~ r ~._ - ,r_,z ~ ~c~ ~ - :' ~ .~. , ~:7 ~ G~ LAw o~icEs SNELBAKER Ec BRENNEMAN, P.C. Page 1 _ L ~I '~ _- SUMMARY OF ACCOUNT PRINCIPAL PAGE Receipts 3 Net Gain on Sales or Disposition 3 Less Disbursements: Debts of Decedent 3 Funeral Expenses 4 Administration Expenses 4 8~ 5 Family Exemption 5 Federal, State & Local Taxes 5 Fees and Commissions 5 Balance before Distributions Distributions to Beneficiaries 6 Principa{ Balance on Hand For Information: Investments Made 6 Changes in Holdings 6 INC ME LAw o~icEs SNELBAKER 8t BRENNEMAN, f .C. Receipts 7 Less Disbursements 7 Balance before Distributions Distributions to Beneficiaries 7 Income Balance on Hand COMBINED BALANCE ON HAND Listing of unpaid creditors: 8 Persons interest in the Distribution of Estate 8 Proposed Statement of Distribution 9 AffidavitNerification 10 ~ $ 490,722.49 i~ -9,329.94 $ 481,392.55 j $ 202,154 .'19- 91,2 900 34,91 8192 O00 22;,8 2100 341,11 6' 90 303,686.01 $ 177,706.54 ', 32,826.30 ', $ 144,880.24 $ .8,350.44 0.00 $ 8,350.44 0.00 $ 8,350.44 $ 153,230.68 i Page 2 _ i 1 I___ PRINCIPAL RECEIPTS Assets Listed on Inventory per copy of attached: $489,028.30 (Valued as of Date of Death) ADJUSTMENTS TO INVENTORY 0.00 SUB E DENT RECEIPTS 6/2/2006 Social Security Payment received via automatic payment into M&T $ 698.00 Bank account 6/2/2006 M&T Bank, direct deposit rebate 3.00 6/15/2007 Adjustment at settlement for county and school taxes on sale 428.21 of Shoemaker Lane property 10/31/2007 Adjustment at settlement for county and school taxes on sale 564.98 of Upper Frankford Township property TOTAL PRINCIPAL RECEIPTS ! $490,722.49 PRINCIPAL GAINS OR LOSSES ON SALES OR OTHER DISP O~I~S GAIN LOSS 8/11/2006 A.G. Edwards, investment a/c # 5760-6521 $ 9,929.94 10/31/2007 Gain on sale of Upper Frankford Township property $ 50.40 TOTAL GAINS AND LOSSES $ 604.00 $ 9,929.94 LESS LOSS 0.00 NET GAIN/LOSS TRANSFERRED TO SUMMARY $ (9,329.94) DISBURSEMENTS OF PRINCIPAL DEBTS OF DECEDENT 6/2!2006 M&T Bank, service charge $ 9I.4o 6/5/2006 M&T Bank, installment loan (#10000192917410001) 109,~i20~.81 payments from 6/5106 to 6/15/07 6/5/2006 Erie Insurance Group, insurance premium ~8 .p0 6/5/2006 MST Bank, Home Equity Loan (#1414769) 12,1531.D3 payments from 6/5/06 to 6/15/07 ! 6/5/2006 Heartland America, catalogue membership 311.98 6/12/2006 Penn Waste, Inc., trash service 3.18 6/21 J2006 PPL Electric, electric service '14.38 6/21/2006 Shari Wolfe, yard maintenance R3 .40 6/21/2006 Citifinancial Mortgage, mortgage (#5000524180) 37,71~.~8 payments from 6121 /06 to 10/31 /07 8/28/2006 GMAC, auto loan (#020908239037), payments from 29,b1~.27 8/28106 to 10/31!07 ' 9!27/2006 Direct TV, TV service 2~•~8 1/8/2007 Crystal Pools, service call made 5/30!06 11 .60 1/8/2007 CoVista, Inc., phone service 6 .~1 6/28!2008 Ronald Amato, Attorney for Sovereign Bank, payoff 12,51 .17 claim from auto loan which decedent co-signed with Portia Liberator $ 202,549.19 ~,nw o~icES SNELBAKER & I BRENNEMAN, P.C. , Page 3 DISBURSEMENTS OF PRINCIPAL -CONTINUED FUNERAL EXPENSES 6/6/2006 Rolling Green Memorial Garden, grave opening $ 1,19x.00 8/28/2006 Myers Funeral Home, funeral services x,04:00 $ 9,279.00 ADMINISTRATION EXPENSES 6/12!2006 Register of Wills, short certificates $ ~.p0 6/12/2006 Rick Wamer, pool closing services 180;00 6/30/2006 Register of Wills, short certificates 112A0 8/28/2006 Howard Locke, lawn mowing service 1r~500 8!28/2006 PPL Electric, electric service from 8/28/06 to 6/15/07 1e3711.17 8/28/2006 RSR Appraisers & Analysts, real estate appraisal fee 1,440;00 9/27/2006 Robert Fisher, reimburse for water bags to close pool0160 9127/2006 Ohio Casualty Group, homeowners insurance ' 331:00 6 3:70 9/27/2006 Penn Waste, trash service from 9/27/06 to 1/8!07 11/7/2006 Jim Lenigs Jewelry & Coins, coin appraisal 84~~00 12/13/2006 Register of Wills, short certificates 18.00 1/8!2007 M&T Bank, safe deposit box rent 11,0:00 4/12/2007 Erie Insurance, Liability insurance 65~ X00 4/25/2007 Robert Fisher, reimburse for dumpster & trash removal '5617.42 5/31/2007 Robert Fisher, mowing 4/29/07 - 5/6/07 6.00 5/31/2007 Greenawalt ~ Company, P.C., preparation of 2005 & 97 .i00 2006 Individual Income Taxes 6/15/2007 Settlement charges on sale of Shoemaker Lane property 19,I13~5.50 a. Lawyers Realty, LLC, commission 11,245.00 b. Transfer tax 2,249.00 c. Absolute Abstract, LLC, overnight fee 20.00 d. Sudden Death Termite 8~ Pest Control 291.50 e. Brook Rhodes, septic service 330.00 f. Sellers assistance 5,000.00 7/25/2007 Register of Wills, filing fee for Inheritance Tax return 1 .00 ~ .~0 7/26/2007 Register of Wills, additional probate fee '39 7/26/2007 Ronald Powers, mowing & weeding 6/12107 & 6/14/07 '12Q.p0 7/28/2007 Danny L. Raudbaugh, replace sidewalk Penn Street x4~.p0 10/31/2007 Transfer tax on sale of Frankford Township Property 1,iJ1 .~0 10/31/2007 Greenawalt & Company, P.C., preparation Fiduciary ~4$.p0 taxes ending 5/31/07 1/14/2008 PA Deparkment of Transportation, replacement title 2.x0 for van 1/30/2008 Foremost Insurance Co., insurance premium for 2,~61.DO Penn Street from 1 /30!08 to 1 /4111 1/30/2008 Register of Wills, filing fee for Supplemental Inheritance 1~.q0 Tax Return 3/5/2008 Locke's Automotive, Inc., van repairs ~12~.$6 11/8!2008 Greenawalt & Company, P.C., preparation Fiduciary X17 .q0 taxes ending 5/31!08 7/22/2009 Greenawalt & Company, P.C., preparation Fiduciary 445(~.g0 taxes ending 5/31/09 7/27/2010 Orrstown Bank, check printing charge 50 9110!2010 Greenawalt & Company, P.C., preparation Fiduciary ~5~.Q0 taxes ending 5/31110 9/13/2010 Orrstown Bank, stop payment charge 36~.g0 LAW OFFICES ~ SNELBAKER 8c BRENNEMAN, P.G. ~I Page 4 *.* *.* *.* DISBURSEMENTS OF PRINCIPAL -CONTINUED The following items are to be paid upon confirmatio n of Accounting: Snelbaker & Brenneman, P.C., costs advanced: a. Cumberland Law Journal, advertise 75.00 Executor's Notice b. Patriot-News, advertise Executor's 129.69 Notice c. Register of Wills, short certificates 27.00 d. Register of Wills, petition 15.00 e. Register of Wills, certified copies 10.00 f. Register of Wills, Agent, Inheritance T~ 17.28 Robert Fisher, reimbursement for probate fee paid on 6/1/2006 Reserve for filing fees, accountant fees other miscellaneous costs associated with the administration of the Decedent's estate FAMILY EXEMPTION FEDERAL. STATE & LOCAL TAXES 8/28/2006 Register of Wills, Agent, estimated Inheritance Tax 9/27/2006 Patricia A. Gordon, Tax Collector, Fairview Township from 9/27/06 to 7/14/10 9/27/2006 Debra Basehore Wiest, Tax Collector, Shoemaker Lane from 9/27/06 to 4/25/07 9/27/2006 Shirley J. Armold, Tax Collector, Upper Frankford Twp. from 9/27/06 to 7/31 /07 9/27/2006 Carlisle Borough Tax Account, Penn Street from 9/27/06 to 7/14/10 7/25/2007 Register of Wills, Agent, Inheritance Tax 9/14/2007 PA Department of Revenue, 2007 Fiduciary Income Tax 10/17/2007 Register of Wills, Agent, interest due on Inheritance Tax 1/30/2008 Register of Wills, supplemental Inheritance Tax 9/12/2008 PA Department of Revenue, 2008 Fiduciary Income Tax 7/22/2009 PA Department of Revenue, 2009 Fiduciary Income Tax 7/13/2010 PA Department of Revenue, 2010 Fiduciary Income Tax 3j81 1 FEES AND COMMISSIONS LAw o~icEs SNELBAKER 8c BRENNEMAN, P.C. The following items are to be paid upon confirmation of Accounting: *** Robert Fisher, Executor Commission $ 17,54.67 *** Snelbaker & Brenneman, P.C., attorney services 16;46. 3 TOTAL DISBURSEMENTS OF PRINCIPAL ' 273.97 6.00 2OOp00 ~ , $0.00 $ 9,~0l~~0 1,06 39 2;61 ~.'13 1;74.45 422~.~58 $ 34,918.92 $0.00 $ 22,822.00 $ 34,116.90 $ 303,686.01 Page 5 DISTRIBUTIONS OF PRINCIPAL TO BENEFICIARIE LAw o~icEs SNELBAKER Sc BRENNEMAN, P.C. 12/1/2006 Dianne Liberator, household goods In-Kind 2,065.00 2,065.00 5!812008 John V. Shoemaker, V, transfer of auto per 8,175.00 8,175.00 Item Sixth of Will 6/28/2008 John V. Shoemaker, IV, and Chase Auto Financing, 1,Ot~0~,00 1,000.00 payment of bequest per Item Third of Will ', 12/31/2008 Onetha Owens, payment of bequest per Item 21,56:30 21,586.30 Fourth of Will. Payment included bequest of $20,000.00 plus interest TOTAL DISTRIBUTIONS OF PRINCIPAL TO BENEFICIARIES $ 32,826.30 PRINCIPAL BALANCE ON HAND FIDUCIARY VALUE AT ' ACQUISITION 1i4i21p11~r VALUE Real Estate Holdings $ 63,~OL~.gO $ 389,300.00 Investments accounts p.p0 31,913.18 Automobile p.DO 8,175.00 Household items retained by family ~.p0 2,065.00 John V. Shoemaker, V, restitution due Decedent from criminal case 69~.p0 750.00 filed 11/21/2002 Cash 125,49.55 56,825.12 *** Less items to be paid upon confirmation of Accounting -36,45.87 TOTAL PRINCIPAL BALANCE ON HAND $ 153, 30 $ 489,028.30 INFORMATION SCHEDULES PRINCIPAL INVESTMENTS MADE None None CHANGES IN PRINCIPAL HOLDINGS Page 6 'r -~--r- $ 0.06 23.97 8,326.41 $ 8,350.44 S OF INCOME RECEIPTS OF INCOME 6/6/2006 M8T Bank, checking account #1903500, interest 12/31/2010 Orrstown Bank, estate account, interest 12/31/2010 Orrstown Bank, estate money market account, interest TOTAL RECEIPTS OF INCOME DISBURSEMENT None $0.00 TOTAL DISBURSEMENTS OF INCOME ', $0.00 DISBURSEMENTS OF INCOME TO BENEFICIARIES None $0.00 TOTAL DISBURSEMENTS OF INCOME TO BENEFICIARIES ' $0.00 Lnw o~icEs SNELBAKER & BRENNEMAN. P.C. Page 7 1 LAw o~icEs SNELBAKER & BRENNEMAN, P.C. 1. 1. 2. 3 4. IS I 6. * UNPAID CREDITORS: Inovision-Medclr Portfolio Group, LLC C/O NCO Financial Systems, Inc. P.O. Box 15630, Dept 16 Wilmington, DE 19850-5630 Account#929510 Claim denied/not admitted in the amount of $16,234.68 with the fs~~K creditor being Great/First USA Bank/Bank account #5417128 0 1!10461 ** PERSONS INTERESTED IN DISTRIBUTION OF ESTATE: Donna Hoffman C/O John V. Shoemaker, IV 138-A Cumberland Street Duncannon, PA 17020 John V. Shoemaker, V #HL5782 801 Butler Pike Mercer, PA 16137 John V. Shoemaker, V C/O Kelty Shoemaker, Power of Attorney 118 West Main Street Windsor, PA 17366 Dianne Liberator 170 East Penn Street Carlisle, PA 17013 Douglas G. Milter, Esquire 60 West Pomfret Street Carlisle, PA 17013-3222 Attomey for Dianne Liberator Edward L. Schorpp, County Solicitor Cumberland County Court House Suite 208 1 Courthouse Square Carlisle, PA 17013 Page 8 ~ ~ __ PROPOSED DISTRIBUTION TO BENEFICIARIES Lnw o~icEs SNELBAKER 8C BRENNEMAN, F.C. Robert Fisher, Executor and Accountant herein, proposes to distribute he balance of the Estate of John V. Shoemaker, III, Deceased, to wit: $153,230.68 in accordance with the Last Will and Testament of said Decedent as follows: 1. Donna Hoffman $ 11,876.71 Bequest per Item Fifth of Will $ 10,p0~.Q0 Plus; interest per 20 PA. C.S.A. § 3543(a) $ 1,$7~.~1 2. John V. Shoemaker, V $ 9,839.15 Bequest per Item Sixth of Will $ 10,40 .d0 Less payment of garnishment to Cumberland County $ 1, 1 1 $ 1,610.31 Adult Probation $ 8, 8 9 Plus; interest per 20 PA. C.S.A. § 3543(a) $ 1,449.46 3. Dianne Liberator $ 129,904.51 100°~ of residue as per Item Ninth of WIN A) 8.08 acres of land located on Old York Road, $ 14,bOd.gO Fairview Township, York County, New Cumberland, PA, In-Kind B) Property known and numbered as 170 East $ 49,$Oq.gO Penn Street, Borough of Carlisle, Cumberland County, PA, In-Kind C) Payment from Cumberland County Adult $ $94.00 Probation for balance due the Decedent from criminal case against John V Shoemaker, V. filed 11 /21/2002 Original balance $750.00 less payment received 5!31/07 in the amount of $60.00 C) Cash $ 65,7!14~5~1 i TOTAL DISTRIBUTION: $ 153,230.68 Page 9 ~_ __ _ _ ~ ,,.. _, . _. r ~ AFFIDAVIT /VERIFICATION ROBERT FISHER, Executor under the Last Will and Testament of JOHN V. SHOEMAKER, III, Deceased hereby declares under oath that he has fully alnd faithfully discharged the duties of his office; that the foregoing First and Final Account is true and correct and fully discloses all significant transactions occurring during the accounting perimd;,that all known claims against the Estate have been paid in full; except as otherwise indicalted in the Account; that all taxes presently due from he Estate have been paid; and that the grant of L~tt~r$ Testamentary and the first complete advertisement thereof occurred more than four months before t~h~ 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. Robert Fisher, Executors Dated: ---1~-- Subs~cr~ib~ed and sworn to byby R-~ OB~tT FISHER before me this ao~ day o~p , 011 Notary Public wllr n~ F PeNw ~w~ iwtle K 9how~. ~fbl~ry Futile M~d~wrla~bispiBoio~ G1mbe~lendOOUr>4- MlrQD~mbiM7n ~ ~ ~ 2D11 Mamb.r, P+NnsylvaMa Apodsdon d nohn.. u~w o~icES ~, SNELBAKER 8C BRENNEMAN, F.C. Page 10 ____ __ ~ I