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HomeMy WebLinkAbout02-23-11DECEDENT'S ESTATE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA ORPHAN'S COURT DIVISION ESTATE OF VERNA MAE DAGEN a/k/a VERNA M. DAGEN, DECEASED NO. 21-10-0414 ,,__ , .','.Y x:17 - ` PETITION FOR ADJUDICATION! ~ ~ n f r t_= a ~ =` ~~ ~,- STATEMENT OF PROPOSED DISTRIBUTION '~~ ~ ~~ ~ ~ -•- ~; r PURSUANT TO Pa. O.C. Rule 69 ~~`.`-'''' ~ ~ f_._; ~ ~ ~-~ o ~; --, This farm may be used in all cases involving the Audit of the Account of a Decedent's Mate. 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 tai 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 Verna Mae Dagen, a~k/a Verna M. Dagen, Deceased 1. Name(s) and address(es) of Petitioner(s): Name: J. Edward Dagen Address: 1205 Fleetwood Drive, 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: NJA 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. N/A 2. Decedent died on March 23, 2010. _X_Letters Testamentary or -Letters of Administration were granted to Petitioner(s) on Apri120.2010. Date of Will (if applicable) Ju1~20.2007 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: N/A Are proofs of advertising of the grant of Letters attached?....... X Yes _No Dates of advertising of the grant of Letters: Cumberland Law Journal: May 7, 14.21.2010 The Sentinel: May 4, 11.18.2010 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?.......... N/A Yes No Form OC-01 rev. 10.13.06 Page 2 0. f 8 Estate of Verna Mae Dagen, a/k/a Verna M. Dagen, Deceased (See Section 2201 et se . 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): N/A 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? .........................................1V/A..... Yes _No 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. Form OC-01 rev. 10.13.06 Page 3 of 8 Estate of Verna Mae Dagen, a/k/a Verna M. Dagen, Deceased 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. Cody of Notice attached. Notice give to only child and sole Beneficiary: J. Edward Dagen, 1205 Fleetwood Drive, Carlisle, PA 17013. 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 statemf;nt executed by a Petitioner or counsel certifying that such notice has been given. N/A 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. N/A 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. N/A 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 bE;neficiaries under the Will or Codicil(s) or as intestate heirs if there is a complete or parl:ial 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 Relationship and Comments, if any Interest J Edward Dagen Son (On1XChild of Decedent) 100% 1205 Fleetwood Drive, 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 Form OC-OI rev. 10.13.06 Page 4 of 8 Estate of Verna Mae Dagen, a/k/a Verna M. Dagen, Deceased C. State why a Petition for Guardian/Trustee Ad Litem has or has not been filed for this Audit (see Pa. O.C. Rule 1.2.4). 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? _Yes Yes None. ,No No If the estate is insolvent, attach a schedule setting forth the oc•der of preference under 20 Pa. C.S. § 3392 and the proposed payments. N/A. 11. Was family exemption claimed? ........................................_Yes X No Was family exemption allowed? ..........................N/A.............._Yes No Family exemption claimant's name and relationship: Name: N/A 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 Form OC-O1 rev. 10.13.06 Page 5 of 8 Estate of Verna Mae Dagen, a/k/a Verna M. Dagen, Deceased Submitted By: (All Petitioners must sign. Add additional lines if necessary): ~" ~ ~~~~ Name of Petitioner: J. Edward Dagen Verification of Petitioner The undersigned J. Edward Dagen 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). /~7~/t~1~ /I Ci~ Signature f Petitioner: J. Edward Dagen 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. ~,~ ~ f 1~ Stephen D. Tiley, Counsel for Petitioner Form OC-01 rev. 10.13.06 Page 8 of 8 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, viz: Mav 7, May 14, and Mav 21, 2010 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 irl the foregoing statements as to time, place and character of publication are true. ~- saMarie Coyne, Fsd' or SWORN TO AND SUBSC:EZIBED before me this 21 day of Mav, 2010 ~~~~~~~ Notary DaQen, Versa Mae, deed. Late of the Borough of Carlisle. Executor: Dr. J. Edward Dagen c/o Stephen D. Tilcy, Esquire, 5 South Hanover Street, Carlisle, PA 17013. Attorneys: Frey and Tiley. NOTARI AL DEBORAH A COLLIN5 Notary Public CARLISLE BOROUGH, CUMBERLAND COUNTY My Commissfoa Expires Apr 28, 2014 PROOF OF PUBLICATIOl~( State of Pennsylvania, County of Cumberland james IQeinklaus, Director of Sales and Mazketin~ 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 ~t.foresaid, was established December 13,1881, since which date THE SENTIlVEL 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 regulaz editions and issues of THE SENTIlVEL on the following day(s): May 4, Mater 11 and MaX 18, 2010 COPY OF NOTICE OF PUBLICATION EXECUTOR I E Letters Testamentaryin the Estate of VERNA MAE DAGEN, late of the Borough of Carlisle, Cumberland County, Pennsylvania, deceased, have been granted to the undersigried. All persons knowing themselves to be indebted to said Estate will make payment immediately, and those having claims will present them for settlement toi ~, Dr. J. Edward Dagen, Executor Frey and 7iley Aitomeys Affiant further deposes that he/she is not interested in the subjeclt matter of the aforesaid notice or advertisement, and that all allegations in the foregoing statement as to time, place and ch ratter of publication are true. ~ / ~ Sworn to and subs ed before me this ~~ i~>w a r~0 i(~ Notary Public c% Stephen D. Tiley, Esquire 5 South Hanover Street Carlisle, Pennsylvania 17013 My commission expires: NOTARIAL 8EAl BAMBI ANN HECKENDORN Notary Public CARLISLE BOROUGH, CUMBERLAND CNTY My Commission Expires Jan 27, 2014 The Sen~.inel www.cumberlink.com ~~ c;,Kusa_ s~~~NSauec ~~~rco~;nr, FREY &TILEY 5 SOUTH HANOVER STREET CARLISLE, PA 17013 717-243-5838 AD NUMBER PAGE NO. 383349 1 of 1 BILL DATE SALESPERSON 05118110. wolfc START DATE STOP DATE 05/04/10 05/18/10 I 383349 ~ EXECUTOR NOTICE LETTERS TESTAMENT I 10 PUBLIC NOTICES 134 * 2 cols I Publication Insertions Rate Net Amount Gross Amount 3 THE SENTINEL -LEGAL 3 LGL $180.5: TOTAL AD CHARGE $180.51 3 PROOF OF PUBLICATION 01 PRF $7.00 Purchase Order Est.V.Mae Dagenn PAY THIS AMOUNT $187.54 $225.05* *AFTER 06/12/10 Thank you for advertising with The Sentinel! Deadline for in-column legal ads is 4:00 p.m. two business days prior to date of insertion. For questions, call (717) 240-7130. THE SENTINEL c/o LEE NEWSPAPERS PO BOX 540 WATERLOO IA 50704-0540 00000: FREY &TILEY 5 SOUTH HANOVER STREET CARLISLE, PA 17013 rrerum tnu pornon wnn your payment Check # ~ Credit Card ^®^®^®^® Acct #: Ems. Date: m m Name on credit card Signature Please make checks oaVable to: THE SEIJTINEL c/o LEE NEWSPAPERS PO BOX 540 WATER'_OOIA 50704-0540 Legal Ad Nurr ber 383349 Billing Ciate 05/18/10 Amount Due $ 187.54 Amolfnt 1 Enctoaecf ~ $ THE SENTINEL c/o LEE NEWSPAPERS PO BOX 742548 CINCINNATI OH 45274-2548 ~~~n~i~r~nr~i~~n~~r~u~n~t~i~r~n~n~ ~n~n~u~~n~r~rn~~ 215402000000038334900000000000000022505000[0187540 I, 2 8~1,~1~~.~~ FIRST AND FINAL ACCOUNT OF J. EDWARD DAGEN, EXECUTOR OF THE LAST WILL AND TESTAMENT OF VERNA MAE DAGEN, LATE OF 770 SHOUTH HANOVER STREET, CARLISLE, CUMBERLAND COUNTY, PENNSYLVANIA, DECEASED DATE OF DEATH: LETTERS TESTAMENTARY ADVERTISED: March 23, 2010 CUMBERLAND LAW JOURNAL Mary 7,14 & 21, 2010 FILE NO.: THE SENTINEL 21-10-0414 Mary 4,11 & 18, 2010 PRINCIPAL RECEIVED -REAL ESTATE Accountant charges himself with the following principal amounts received: Date n C o ~ ~. ~: `- .,~ ~ ~~ Y, F-~.- ,.~ 2010 ~ ~ ~ `~' `~ ~'-' 23-Mar Medical Office Building -Rental Property '~f'C7~ _~, :'- 9BrookwoodAvenue ~~~'-' ~"-= -- -,-; Carlisle, Pennsylvania 17013 ~ ~ ~? t= `" (South Middleton Township) ~ n O See Exhibit "A," Copy of Deed dated December 28, 1989 and ~' recorded in Cumb. Cty. Book "I," Vol. 34, Page 765. See Copy of Year 2010 Notice of Change of Assessment Exhibit "B." Indicates Value as of January 1, 2010 of $483,400.00 483,400.00 TOTAL PRINCIPAL RECEIVED -REAL ESTATE: PRINCIPAL RECEIVED -PERSONAL PROPERTY Accountant charges himself with the following principal amounts received: Date 2010 23-Mar Note & Mortgage from Benjamin Sukle and Heidi L. Sukle Securred by first mortgage on 20 Goodwin Street, Estate of Verna Mae Dagen Page 1 East Greenwich, Rhode Island 02818 Original Balance $250,000.00 November 14, 2008 Unpaid Balance Per Amortization Schedule 244,468.98 Accrued Interest to Date of Death: 616.20 3/31 April Mortgge Payment -Principal (Dep. To Joint Acct.) (378.64) 5/4 May Mortgge Payment -Principal (379.91) 6/9 June Mortgge Payment -Principal (381.17) 23-Mar Bond & Mortgage from Jonathan E. Dagen and Danielle A. Dagen Secured by first mortgage on 120 Westgate Drive, Mount Holly Springs, Pennsylvania 17065 Original Balance $200,000.00 August 25, 2008 Unpaid Balance Per Amortization Schedule 194,179.35 Accrued Interest to Date of Death: 489.44 3/30 April Mortgage Payment -Principal (Dep. to Joint ,Acct.) (308.21) 5/4 May Mortgge Payment -Principal (309.23) 6/8 June Mortgge Payment -Principal (310.26) 23-Mar Vanguard Brokerage Services Account No. 74869628 85,934.03 23-Mar Vanguard Mutual Funds Account No.: 09912738034 191,919.30 Accrued Dividends to Date of Death: 415.37 23-Mar Sovereign Bank Account No.: 3381138847 Jointly Held With J. Edward Dagen Not a Probate Asset 0.00 Accrued Interest to Date of Death: 0.00 23-Mar Personal Property (furnishings) in nursing home room 100.00 24-May Refund -United States Treasury Year 2009 Federal Income Tax Refund 5,616.00 30-Mar Mortgage Payment -Jonathan E. Dagen -April Principal per amortization schedule (Deposited to Joint Acct.) 308.21 31-Mar Mortgage Payment - Sukle -April Principal per amortization schedule (Deposited to Joint Acct.) 378.64 2-Apr United States Treasury -Social Security Benefits Paid to Sovereign Joint Bank Account 1,408.00 20-Apr Chapel Pointe at Carlisle: Refund of Monthly Nursing Care Fees 2,506.04 Refund Upon Resale of former Independent Living Unit 22,733.33 Estate of Verna Mae Dagen Page 2 4-May Mortgage Payment -Jonathan E. Dagen -May Principal per amortization schedule 309.23 4-May Mortgage Payment - Sukle -May Principal per amortization schedule 379.91 8-Jun Mortgage Payment -Jonathan E. Dagen -June Principal per amortization schedule 310.26 9-Jun Mortgage Payment - Sukle -June Principal per amortization schedule 381.17 28-May Refund to United States Treasury of Social Security payment (Refund made by debit to joint savings account.) (1,408.00) N/A Refund -Commonwealth of Pennsylvania Year 2009 Pennsylvania Income Tax Refund/Credit N/A N/A Refund -United States Treasury Year 2009 Federal Income Tax Refund N/A TOTAL PRINCIPAL RECEIVED -PERSONAL PROPERTY: 74 ,97 . 4 INCOME RECEIVED Accountant charges himself with the following income amounts received: Date 2010 30-Mar Mortgage Payment -Jonathan E. Dagen - $955.47 -April Deposit to Sovereign Bank Joint Account: Interest Per Amortization Schedule: $647.26 Less Accrued Interest to Date of Death: $489.44 Income March 24, 2010 through March 31, 2010: Principal Per Amortization Schedule: $308.21 31-Mar Mortgage Payment -Heidi L. Sukle - $1,193.54 -April Deposit to Sovereign Bank Joint Account: Interest Per Amortization Schedule: $814.90 Less Accrued Interest to Date of Death: $616.20 Income March 24, 2010 through March 31, 2010: Principal Per Amortization Schedule: $378.64 157.82 198.70 Estate of Verna Mae Dagen Page 3 20-Apr Rent -Watershed Urology, P.C. -March 9 Brookwood Avenue, Carlisle, PA 17013 2,000.00 4-May Rent -Watershed Urology, P.C. -April 9 Brookwood Avenue, Carlisle, PA 17013 2,000.00 4-May Mortgage Payment -Jonathan E. Dagen - $955.47 -May Interest Per Amortization Schedule: 646,24 Principal Per Amortization Schedule: $309.23 4-May Mortgage Payment -Heidi L. Sukle - $1,193.54 -May Interest Per Amortization Schedule: 813.63 Principal Per Amortization Schedule: $379.91 16-May Rent -Watershed Urology, P.C. -May 9 Brookwood Avenue, Carlisle, PA 17013 2,000.00 6-Jun Mortgage Payment -Jonathan E. Dagen - $955.47 -June Interest Per Amortization Schedule: 645.21 Principal Per Amortization Schedule: $310.26 9-Jun Mortgage Payment -Heidi L. Sukle - $1,193.54 -June Interest Per Amortization Schedule: 812.37 Principal Per Amortization Schedule: $381.17 9-Jun Rent -Watershed Urology, P.C. -June 9 Brookwood Avenue, Carlisle, PA 17013 2,000.00 9-Jun LOAN TO ESTATE: J. Edward Dagen Check No.: 6508 in amount of $40,000.00. 40,000.00 Plus funds directly paid from Sovereign Joint Account for estate expenses, as follows: 3/24 Check #685 Cleared After Death -Millennium Pharmacy 74.03 3/27 Check #687 for Tax Preparation 211.00 3/30 Jonathan Dagen Mortgage Payment -Interest to DCID (489.44) 3/30 Jonathan Dagen Mortgage Payment -Interest Post DOD (157.82) 3/30 Jonathan Dagen Mortgage Payment -Principal (308.21) 3/27 Check #689 for Funeral Expense 240.88 3/31 Sukle Mortgage Payment -Interest - to DOD (616.20) 3/31 Sukle Mortgage Payment -Interest -Post DOD (198.70) 3/31 Sukle Mortgage Payment -Principal (378.64) 4/2 Social Security Direct Deposit (1,408.00) 4/4 Check #690 for In Your Home Care 271.25 4/6 Check #691 for Accountant for Gift Tax Return 65.00 4/ 12 Auto-Debit - PP&L 258.80 4/12 Auto-Debit - UGI 229,46 4/13 Check #692 To Mellennium Pharmacy 214.95 Estate of Uerna Mae Dagen page ¢ 4/13 Check #693 To JC Ehrlich 167.48 4/13 Check #694 To JC Ehrlich 56.18 4/28 Check #695 To Gundel Funeral Home 295.00 5/4 Auto-Debit -UGI 87.75 5/5 Auto-Debit - So. Mid. Twp. Municipal Authority 122.00 5/13 Auto-Debit - PP&L 258.39 5/28 Refund Social Security Payment 1,408,00 6/2 Auto-Debit -UGI 63.45 6/ 15 Auto-Debit - PP&L 287.68 Net Loan Amount from Joint Account: $7_`i4.29 TOTAL INCOME RECEIVED DISBURSEMENTS Accoutant claims credit for the following amounts paid: Date 2010 23-Mar Checks Cleared After Death• Sovereign Bank Account No.: 3381138847 Jointly Held With J. Edward Dagen Check No. 685 cleared March 24, 2010 to Millennium Pharmacy 74.03 27-Mar Huber, et. al. CPAs -Tax Preparation 2009 Personal Income Tax Sovereign Joint Account Check No. 687 211.00 30-Mar Funeral Expense -Gundel Funeral Home Sovereign Joint Account Check No. 689 240,88 4-Apr In Your Home Care -Medical Expense Sovereign Joint Account Check No. 690 271.25 4-May Check Book Fee 21.75 6-Apr Huber, et. al. CPAs -Tax Preparation Form 709 Gift Tax Return Sovereign Joint Account Check No. 691 65.00 12-Apr PP&•L -Utilities -Medical Office Building Automatic Debit to Sovereign Joint Account 258.80 Estate of Verna Mae Dagen Page S 12-Apr UGI -Utilities -Medical Office Building Automatic Debit to Sovereign Joint Account 229.4b 13-Apr Millennium Pharmacy Sovereign Joint Account Check No. 692 214.95 13-Apr JC Ehrlich -Pest Control -Medical Office Building Sovereign Joint Account Check No. 693 167.48 13-Apr JC Ehrlich -Pest Control -Medical Office Building Sovereign Joint Account Check No. 694 56.18 28-Apr Funeral Expense - Gundel Funeral Home Sovereign Joint Account Check No. 695 295.00 4-May UGI -Utilities -Medical Office Building Automatic Debit to Sovereign Joint Account 87,75 5-May S. Mid. Municipal Authority -Utilities -Medical Office Building Automatic Debit to Sovereign Joint Account 122.00 5-May Carlisle Regional Medical Center 37.29 5-May Robert C. Cairn, Tax Collector 1,101.15 Real Estate Taxes on Rented Medical Office Building 9 Brookwood Avenue, Carlisle, PA 17013 5-May George Branscum, MD 39.75 5-May Hartzell Eye, MDS 39.75 13-May PP&L -Utilities -Medical Office Building Automatic Debit to Sovereign Joint Account 258.39 2-Jun UGI -Utilities -Medical Office Building Automatic Debit to Sovereign Joint Account 63.45 15-Jun PP&L -Utilities -Medical Office Building Automatic Debit to Sovereign Joint Account 287.68 16-Jun Register of Wills, Agent Inheritance Tax on Account: 60,000.00 16-Jun Frey & Tiley -Reimburse for Advance to Register of Wills for Probate Filing Fee 75750 16-Jun Frey & Tiley -Reimburse for Advance to Sovereign Bank for Date of Death Balance Letter 20,00 Estate of Uerna Mae Dagen Page 6 16-Jun Frey & Tiley -Reimburse for Advance to Cumberland Law Journal for Advertising 16-Jun Tuckey Mechanical Services, Inc. - HVAC Service on Medical Office Building 16-Jun Mutual Benefit Group -Insurance on Medical Office Building 29-Jun Frey & Tiley -Reimburse for Advance to The Sentinel for Advertising 21-Jul Frey & Tiley -Reimburse for Advance to Recorder of Deeds for assignment of John Dagen mortgage 21-Jul Frey & Tiley -Reimburse for Advance to Register of Wills for Exemplified Copy of Record 21-Jul Frey & Tiley -Reimburse for Advance to Register of Wills for filing fee for Inheritance Tax Return 21-Jul Frey & Tiley -Reimburse for Advance to Recorder of Deeds for recording of Deed for office to J. Edward Dagen 29-Jul Tax Pro-ration - 2010 County and Municipal Taxes on Ofice Building - 6 Months (No Tax Pro-ration School Taxes.) 2-Nov Refund -Pennsylvania Department of Revenue Inheritance Tax Refund 22-Feb Reserve for Filing Account 22-Feb Additional Probate Fee Due Register of Wills 22-Feb Filing Fee to Register of Wills Decree Awarding Real Estatte 22-Feb Recording Fee to Recorder of Deeds Record Decree Awarding Real Estate 22-Feb Pennsylvania Fiduciary Income Tax 22-Feb Frey & Tiley -Attorney's Fees TOTAL DISBURSEMENTS 75.00 258.75 494.00 187.54 50.50 40.00 15.00 63.00 (550.58) (105.96) 730.00 0.00 10.00 62.00 311.00 15,000.00 1 Estate of Uerna Mae Dagen page 7 RECAPITULATION Total Principal Received -Real Estate 483,400.00 Total Principal Received -Personal Property 748,978.04 Total Income Received 52,028.26 Total Receipts 1,284,406.30 Less Total Disbursements 81,560.74 Balance for Distribution 1,202,845.56 Estate of Verna Mae Dagen page 8 PROPOSED SCHEDULE OF DISTRIBUTION 1) Dr. J. Edward Dagen 1205 Fleetwood Drive Carlisle, Pennsylvania 17013 100% Residuary pursuant to paragraph Third Distributions In-Kind: Medical Office Building -Rental Property 9 Brookwood Avenue Carlisle, Pennsylvania 17013 (South Middleton Township) Mortgage from Benjamin Sukle and Heidi L. Sukle (Principal at Date of Death Less Principal- Payments) received by Estate.) Mortgage from Jonathan E. Dagen and Danielle A. Dagen (Principal at Date of Death Less Principal Payments) received by Estate.) Vanguard Brokerage Services Vanguard Mutual Funds (Includes Accrued Dividends to Date of Death) Personal Property (furnishings) in nursing home room Total In-Kind Distributions: Final Cash Distribtuion (Partial Repayment of Loan): Total: Equals Balance Available for Distribution: Estate of Uerna Mae Dagen 483,400.00 243,329.26 193,251.65 85,934.03 192,334.67 100.00 1,198,349.61 4,495.95 1,202,845.56 Page 9 COMMONWEALTH OF PENNSYLVANIA COUNTY OF CUMBERALND SS.. Before me, the undersigned officer, personally appeared J. Edward Dagen, Executor of the Last Will and Testament of Verna Mae Dagen, alk/a Verna M. Dagen, Deceased, who, being duly sworn according to law, desposes and says that the foregoing First and Final Account and Proposed Schedule of Distribution are true and correct to the best of his knowledge, information and belief. Sworn to and subscribed before me this 22nd day of February. 2011. ~no~ Noww~sFx w~a wuees. ~ww ~,~n~+~b7~2o 4M Estate of Uerna Mae Dagen Page 10 r ~,r,.4 ,........r..ww fir.