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Home My WebLink About03-25-11 (2)IN THE COURT OF COMMON PLEAS OF CUMBE=RLAND COUNTY. PA. ORPHANS' COURT DIVISION FILE NO: 21-09-0774 FIRST AND FINAL ACCOUNT OF Grace E. Schneider and Kenneth E. Smith, Executors For ESTATE OF HOWARD E. SMITH Social Security #: 183-12-3001 Tax I D # 35-6818949 Date of Death: August 7, 2009 Date of incapacity, if any: None Date of Executor Appointment: August 19, 2009 Date of First Complete Advertisement: September 4, 2009 Accounting for the period: August 7, 2009 March 24, 2011 I Purpose of Account: Grace E. Schneider and Kenneth E. Smith. Executors, offer this Account to I acquainl interested parties with the transactions that have occurred during their Adminis,tr~ation. It is important that the Account be carefully examined. Request, for additional informafion, questions or objections can be discussed with: Richard C. Snelb<~ker Snelbaker & Brenneman, P.C. 44 West Main Street ~ Mechanicsburg, F'A 17055 ~~ Phone #: 717-69'7-8528 ~~~~ Supreme Court I.D. No: 06355 SUMMARY OF ACCOUNT PRINCIPAL PAGE Receipts 3 ~ _ $16,376.10 $16,376.10 Less Disbursements/Claims paid or to be paid upon confirmation of account: ~~ Class (1) Claims: 3 $4,086.88 '; Class (2) Claims 3 $0.00 Class (3) Claims 3 & 4 $12,175.28 Class (4) Claims 4 $135.00 Class (5) Claims 4 $0.00 ~ Class (6) Claims 4 ~ Class (7) Claims 4 $0.00 _ :16,397.16 ~~ Balance before Distributions -:21.06 ~~ Distributions to Beneficiaries 4 ~ ____ $0.00 Principal Balance on Hand i -:21.06 ~~ For Information: Investments Made 4 %'~ Changes in Holdings 4 ~! INCOME ~ II Receipts 5 :621,06 Less Disbursements 5 _ ____ $0.00 Balance before Distributions $21.06 Distributions to Beneficiaries 5 ~___ $0.00 I!, Income Balance on Hand 821.06 ?' COMBINED BALANCE ON HAND - ----- $0.00 - --~~ Listing of Unpaid Creditors 6 Listing of Persons Interested in Distribution 6 ~ ! Estate i. Affidav~~t Page ~~ ''~, ..; ~~ 7 LAW OFFICES SNELSAKER SC BRENNEMAN, F.C. { Page 2 - -~ PRINCIPAL RECEIPTS Assets t_isted on Inventory per copy attached: (Valued as of Date of Death) ADJUSTMENTS TO INVENTORY 8/30/2010 Expected refund on 2008 Individual Income Tax return will not be received per notice from IRS on 8/30/10, due to calculation error on return SUBSEc~UENT RECEIPTS 9/2/2009 MetLife, pension payment received for September 2.009 9/21/2009 Manor Care, correction on personal account held at home 12/8/2010 Tri-County Rural Electric, capital credit refund TOTAL PRINCIPAL RECEIPTS DISBURSEMENTS OF PRINCIPAL 1 CLASS 1) CLAIMS -COSTS OF ADMINISTRATION i 9/30/2009 Citizens Bank, check printing charge ', 3/9/2010 MetLife, return September pension payment made in error 4/8/2010 Greenawalt & Company, P.C., preparation of 2008 and 2009 individual income tax returns 4/8/2010 Register of Wi{Is, filing fee for Inheritance Tax Return I The following items are to be paid upon confirmation of the accounting: **** Snelbaker & Brenneman, P.C., costs advanced !! a. Register of Wills, probate fee 87.00 b. Register of Wills, additional probate fee 15.00 '' c. Patriot-News, advertising Executors' Notice 185.75 d. Cumberland Law Journal, advertising 75.00 Executors' Notice ,~ ~I **** Snelbaker & Brenneman, P.C., attorney fees ~ ~! **** Grace E. Schneider, Executor commission *** Kenneth E. Smith, Executor commission l *~** Reserve for filing fees for Final Accounting, Inventory and certified mail costs ~~ TOTAL CLASS (1) CLAIMS TO BE PAID: $15, 864.52 -300.00 552.00 250.09 9.49 $16,376.10 $ 13.73 552.00 450.00 15.00 362.75 1,750.00 389.00 389.00 '165.40 CLASS_~2) CLAIMS -FAMILY EXEMPTION ..~___ NONE :0.00 CLASS (3) CLAIMS -COST OF FUNERAL AND BURIAL, AND THE COSTS OF MEDIC~INE.S FURNISHED WITHIN SIX MONTHS OF DEATH 8l13!2C)09 Manor Care, payment deducted from personal account held at nursing $ 14.00 home for barber services 8/13/2009 Manor Care, payment deducted from personal account held at nursing 503.10 home for August nursing home services 8/27/2_C!09 Manor Care, payment deducted from personal account held at nursing 1,800.49 home for nursing home services 1 /1 /2G 10 Manor Care, payment deducted from personal account held at nursing 802.34 home for nursing home services LAW OFFICES SNELBAKER SC BRENNEMAN, F.C. Page 3 , ~ DISBURSEMENTS OF PRINCIPAL -CONTINUED ~I The following items are to be paid upon confirmation of the accounting: ` ***'" Commonwealth of Pennsylvania, Department of Pulblic'Welfare 8,889.47 partial payment of Class 3 claim for medical services provided within the last six months of Decedent's life. X*** HCR Manorcare partial payment of Class 3 claim for nursing home 165.88 services provided to the Decedent within the last sik: months of life _ _ __ TOTAL CLASS (3) CLAIMS TO BE PAID: $ 12,175.28 { CLASS ;4) CLAIMS -COSTS OF GRAVE MARKER { 12/23/2009 Gingrich Memorials, grave marker inscription _$ ~ 135.00 TOTAL CLASS (4) CLAIMS TO BE PAID: $ 135.00 -_ -- ~ ' ; ~~ CLASS 5~ CLAIMS -RENTS FOR OCCUPANCY OF THE DECEDENT'S RESIDENCE_ __ I ,; NONE ._.__ $0.00 ~. CLASS ~~ CLAIMS -CLAIMS BY THE COMMONWEALTH AND TH_E _ ti ___ I POLITICAL SUBDIVISIONS OF THE COMMONWEALTH __ NONE ..__ $0.00 ~ CLASS ~7) CLAIMS -ALL OTHER CLAIMS .~_ __ NONE $0.00 I DISTRIBUTIONS OF PRINCIPAL TO BENEFICIARIES NONE $0.00 PRINCIPAL BALANCE ON HAND ', Cash ''. FIDUCIARY VALUE AT ACC;IUISITION 03/24/2011 VAILUE **** Less expenses to be paid subsequent to confirmation of First and Final Account as as listed on page 3 & 4 of accounting TOTAL PRINCIPAL BALANCE ON HAND INFORMATION SCHEDULES PRINCIPAL INVESTMENTS MADE NONE CHANGES IN PRINCIPAL HOLDINGS LAW OFFICES 1' SNELBAKER SC i BRENNEMAN, P.C. f NONE $ 12,111.50 ;~ 28,316.06 $ (12,111.50) $0.00 $ 28,316.06 ;0.00 9>0.00 Page 4 LAW OFFICES SNELBAKER SC BRENNEMAN, P.C. RECEIPTS OF INCOME 9/312009 Citizens Bank, checking account #6213378034, interest 9/3/2009 Citizens Bank, checking account #6213378069, interest: 1/1/2010 Manor Care, personal account held at nursing home, interest 3/23/2011 Citizens Bank, estate checking account, interest from 9/30/09 to March 23, 2011 DISBURSEMENTS OF INCOME NONE DISBURSEMENTS OF INCOME TO BENEFICIARIES NONE $ 2.79 0.07 0.25 .~ ~ n r $0.00 $0.00 Page 5 UNPAID CREDITORS: Commonwealth of Pennsylvania $ 11,946.72 LAW OFFICES SNELBAKER ~C BRENNEMAN, F.C. L' . ''1 2 Department of Public Welfare Bureau of Financial Operations Division of Third Party Liability Estate Recovery Program Attention: Angela D. Carter P.O. Box 8486 Harrisburg, PA 17105-8486 Unpaid balance of Class 3 Claim in the amount of $20,836.19 for medical services provided to the Decedent within the last six months of life HCR Manorcare ;~ 1700 Market Street Camp Hill, PA 17011-4817 Unpaid balance of Class 3 Claim in the amount of $388.81 for medical services provided to the Decedent within the last six months of life Notice for HCR Manorcare was also given to: a. Transworld Systems Collection Agency for HCR Manorcare P.O. Box 12103 Trenton, NJ 08650 Account #45060-0000290855 /Client Ref #2411-583 ~`* PERSONS INTERESTED IN DISTRIBUTION OF ESTATE: Grace E. Schneider 64 Ashburg Drive Mechanicsburg, PA 17050 Kenneth E. Smith 1624 Williams Grove Road Dillsburg, PA 17019 222.93 $0.00 $0.00 Page 6 COMMONWEALTH OF PENNSYLVANIA ) SS. COUNTY OF CUMBERLAND ) ~ grace E. Schneider and Kenneth E. Smith, being duly sworn according to law deposes and says: that they are the Executors of the Estate of Howard E. Smith, Deceased; that they are the Accountants herein; that the foregoing is a true and complete i, accounting of their administration of said Estate; that the attached list or or schedule [*] contains the names, addresses and amounts due unpaid creditors who have given proper notice of their claims; that the attached list or schedule [**] I ', contains the names and addresses of all persons interested in the distribution of '. said Estate; and that the facts set forth herein are true and correct to the best i j of their knowledge, information and belief. l Grace E. Schneider, Executor -r'~_ _ Kenneth E. Smith, Executor Sworn to and subscribed before me this . ~~~~ - ~.~day of j,. ~ ~~_ r: ~>,~ ~, 2011 ~I - - --- ` ~ -~.. ~. COMatUNVVEALTH OF P~NNSYLVMtlA Notarial Seel Saruira K Showers, Notary I't~alic fUled~tanbebtxg Born, ~~ ~' Cc~rnmt F~ir'es Nov. 22, 2011 ~A?°Iv*6~~r ~':^~rts~~~K;1.,~V~,t.i~~ .1~4`~~?fillNfYR CJ~ IVOt~f~@i ~~ i LAW OFFICES ~I SNELBAKER SC BRENNEMAN, P.G. ~ i ~~ I i i! Ii ''; it li_ Page 7