HomeMy WebLinkAbout06-23-11DECEDENT'S ESTATE
COURT OF COMMON PLEAS OF
CUMBERLAND COUNTY, PENNSYLVANIA
ORPHANS' COURT DIVISION
ESTATE OF ADELE E. SCHMIDT ,DECEASED
No. 2010-1017
f^~ .'~
~-- -.... 7: V7
PETITION FOR ADJUDICATION / ~T~ ?~ ~~.- r +? {~
STATEMENT OF PROPOSED DISTRIBUTION ~~~`-~~ ~~} r-- ~'~- `= ~-
PURSUANT TO Pa. O.C. Rule 6.9 ~ ~ c;; ~ c-~ .:. ';,'
'U ~. .
This form may be used in all cases involving the Audit of the Account of a Deceden 's F~state. ~f. ~~~
space is insufficient, riders may be attached. Attach the spouse's election, if any; ,the papers
required under items 8-19 inclusive; and any instrument pertinent to the adjudication.
INCL UDE ATTACHMENTS AT THE BACK OF THIS FORM.
Name of Counsel: Luther E. Milspaw, Jr.
Supreme Court I.D. No.: 19226
Name of Law Firm: Law Office of Luther E. Milspaw, Jr.
Address: 130 State Street, Harrisburg, PA 17101
Telephone: (717) 236-3141
Fax:~717) 236-0791
Fornt OC-01 rev. 10.13.06 Pilge 1 Of 10
Estate of ADELE E. SCHMIDT
1. Name(s) and address(es) of Petitioner(s):
N~t,nc : Kerri L. McCarthy
,4ddress. 27 Bragg Drive
Deceased
East Berlin, PA 17316
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? ..................... /^ Yes ^ No
If not, identify prior accountings, the accounting periods covered, and the date of
adjudication of the prior accounting.
2. Decedent died on October 4, 2010
/^ Letters Testamentary or ^ Letters of Administration were granted to Petitioner(s) on
October 7. 2010
Date of Will (if applicable): January 13, 2010
Date(s) of Codicil(s) (if applicable): N/A
Date of probate (if different from date Letters granted): October 7, 2010
Was a bond required? ^Yes /^ No If yes, state amount:
Are proofs of advertising of the grant of Letters attached? ......... /^ Yes ^ No
Dates of advertising of the grant of Letters: patriot News: 11/17/, 11/24/, 12/1/2010
Cumberland Law Journal: 11/19, 11/26, 12/3/2010
Form OGOI rer. !0. l3.Oh Page 2 Of 10
Estate of ADELE E. SCHMIDT
Deceased
3. Was decedent survived by a spouse? ............................. ^ ~'es ^/ No
1 f yes, name of the surviving spouse: _
4. Has the surviving spouse filed to take an elective share? ............. ^ ~'es ^ No
(See Section 2201 et sue. 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)? ........... ^ 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`? .............................. ^/ Yes ^ No
ro,~„: oc-o~ ,~~,~. ~o ~3.0~ F'age 3 of 10
Estate of ADELE E. SCHMIDT
Deceased
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.
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.
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 statement executed by a Petitioner or counsel certifying that such
notice has been given.
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.
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.
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 beneficiaries under 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 party's
interest(s):
Name and Address of Each Party in Interest ~ Relationship and Comments, if anv ~ Interest
Hillsdale College Charity 1/5
33 East College Street
Hillsdale, MI 49242-9989
Young America's Foundation Charity 1/5
110 Elder Street
Herndon, VA 20170
For„r oc-o~ ,~~,~. ~0.~3.06 Page 4 of 10
Estate of ADELE E. SCHMIDT
Name and Address of Each Party in l~uerest ~ Relationship and Comments, if any
The Leadership Institute Charity 1/5
Steven P.J. Wood Building
1 101 North Highland Street
Arlington, VA 22201
See attached Rider #1
Deceased
/merest
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
C. State why a Petition for Guardian/Trustee Ad Liters has or has not been riled 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 Letters granted.
N/A
Form oc-or rer. io.~3.ors Page 5 of 10
Estate of ADELE E. SCHMIDT
Deceased
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.
Name and Address of Each Claimcnn Amonnt of Claim Claiirt W'il! Claim
Admitted? Be Paid It:
Full.`'
^Yes ^Yes
None ^No ^ No
^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 preference under
20 Pa.C.S. § 3392 and the proposed payments.
1 1. Was family exemption claimed? ................................ ^Yes ^/ No
Was family exemption allowed? ................................ ^Yes ^No
Family exemption claimant's name and relationship:
Name : Relationship:
Fo,-m oC-o~ ,~e,~. io.i3.oh Page 6 of 10
Estate of ADELE E. SCHMIDT
Deceased
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 Pavntertt /ftterest
See attached
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? ................... ^ Yes /^ No
If yes, provide the name of the estate, indicate whether an account has been filed and
confirmed absolutely and all awards performed, or, in the alternative, how the
decedent's estate will be discharged for the decedent's fiduciary administration of the
estate.
14. A. Describe in detail any questions requiring adjudication and state the position of the
Petitioner(s) as to each question:
None
B. Has notice of the question requiring adjudication been given
to the parties identified in Paragraph 9 above? .................. ^ Yes ^ No
l 5. If Petitioner(s) has/have knowledge that a share has been assigned, renounced, disclaimed
or attached, provide a copy of the assignment, renunciation, disclaimer or attachment,
together with any relevant supporting documentation.
Fora: OG01 rer. 1 U.13.06 Page '] Of' I
Estate of ADELE E. SCHMIDT
Deceased
16. Had the decedent been adjudicated an incapacitated person? .......... ^Yes ^ No
If yes, attach a copy of the Order if available; otherwise state the Court, term, 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? ............. ^ Yf:s ~ No
18. If a reserve is requested, state amount and purpose.
.Annn~nt:
Prn ~x~se:
None
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? ........................................ ^Yes ^ No
If so, attach a copy of the notice.
19. Is the Court being asked to direct
the filing of a Schedule of Distribution? .......................... ^Yes ^/ No
As to real estate only? ........................................ ^Yes ^/ No
Foy-„~ oc-o~ ,~E,~. ~o i3.oh Page 8 of 10
Estate of ADELE E. SCHMIDT
Deceased
Wherefore, your Petitioner(s) ask(s) that distribution be awarded to the parties entitled
and suggest(s) that the distributive shares of income and principal (residuary shares being stated
in proportions, not amounts) are as follows:
A. Income:
Proposed Drstributee(s)
See attached
B. Principal:
Proposed Uistributee(s}
See attached
.-~ mount Proportion
~ rnountPrc,ponc~,n
Submitted By:
(All petitioners must sign.
Add additional lir~es if rlecessarv):
i
i c ~ ., ` ~
~ l G ` ~~` ~C.~~
Name of Petiti ner: Kerri L. Mc y ~
Name of Petitioner:
Form (~C-UI rev. I J). L'. U6 Page 9 of 10
Estate of ADELE E. SCHMIDT
Verification of Petitioner
(Verification must be by at least one petitioner.)
The undersigned hereby verifies * [that he :s.~e
of the above-named name c f corporation
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 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).
~ U /_
Si nature of P itioner ~~
* Corporate petitioners must complete bracketed in. formation.
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 o the form have been made beyond the
responses herein. ~ ~ , ,~ i ~ ,/~
Signature of~Counsel for Petiti
Deceased
is trrte
Form l~C-Ul rev. J U.1, . U6 Page 10 of 10
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 beneficiaries under 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 party's
interest(s):
Masonic Charities Charity 1 /5
One Masonic Drive
Elizabethtown, PA 17022
American Friends of Migdal Ohr Charity 1/5
1560 Broadway, Suite 510
New York, NY 10036
RIDER #1
Wherefore, your Petitioner ask that distribution be awarded to the parties entitled
and suggests that the distributive shares of income and principal (residuary shares being stated
in proportions, not amounts) are as follows:
A. Income:
Proposed Distributee(s) Amount/Proportion
Hillsdale College
33 East College Street 1/5
Hillsdale, MI 49242-9989
Young America's Foundation
110 Elder Street 1 /5
Herndon, VA 20170
The Leadership Institute
Steven P.J. Wood Building 1 /5
1101 North Highland Street
Arlington, VA 22201
Masonic Charities 1/5
One Masonic Drive
Elizabethtown, PA 17022
American Friends of Migdal Ohr 1 /5
1560 Broadway, Suite 510
New York, NY 10036
B. Principal:
Proposed Distributee(s) Amount/Proportion
Hillsdale College
33 East College Street 1/5
Hillsdale, MI 49242-9989
Young America's Foundation
1 10 Elder Street 1 /5
Herndon, VA 20170
The Leadership Institute
Steven P.J. Wood Building 1/5
1101 North Highland Street
Arlington, VA 22201
RIDER #2
Masonic Charities
One Masonic Drive
Elizabethtown, PA 17022
1/5
American Friends of Migdal Ohr 1/5
1560 Broadway, Suite 510
New York, NY 10036
The Patriot-News Co.
2020 Technology Pkwy
- Suite 300
Mechanicsburg, PA 17050
Inquiries - 717-255-8213
LUTHER E. MILSPAW, JR.
ATTORNEY AT LAW
130 STATE STREET
P.O. BOX 946
HARRISBURG
PA 17108
c~he~latriot News
Now you know
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
Holly Blain, 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 under the laws of the
Commonwealth of Pennsylvania, with its principal office and place of business at 812 to 818 Market Street, in the City of
Harrisburg, County of Dauphin, State of Pennsylvania, owner and publisher of The Patriot-News and The Sunday Patriot-News
newspapers of general circulation, printed and published at 812 to 818 Market Street, in the City, County and State aforesaid; that
The Patriot-News and The Sunday Patriot-News were established March 4th, 1854, and September 18th, 1949, respectively, and
all have been continuously published ever since;
That the printed notice or publication which is securely attached hereto is exactly as printed and published in their regular
daily and/or Sunday/ Metro editions which appeared on the date(s) indicated below. That neither she nor said Company is
interested in the subject matter of said printed notice or advertising, and that all of the allegations of this statement as to the time,
place and character of publication are true; and
That she 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 unanimously passed and adopted severalJ~c y the
stockholders and board of directors of the said Company and subsequently duly recorded in the office for the Recording ~o~f ~r5eds
in and for said County of Dauphin in Miscellaneous Book "M", Volume 14, Page 317.
PUBLICATION COPY This ad # 0002109391 ran on the dates shown below:
November 17;, ~~p10
-- -- November 24, 2010
~sTaT~ NOTICE December 01, 2010
In the Matter of the Estate of ADELE "'
EVA SCHMIDT, a/k/a Eva Schmidt,
late of East Pennsboro Township, Cunr ~
Berland County, PennsyiVanlo,
Deceased. _ . ~ . .
Letters Testamentary on the above ;
Estate hgving been wanted td~lte un-
derslgned, all per3otlt Inckbted to the ~ ,
Estate are requested to make garment, Sworn to an ri
and those havinti clalma to present the ~C bed before me hiS~02 S~ of_ December, 2010 A. D.
same, wlihout delay, to: ~ -, ~-~ '
Kerci L. MtCar#hy ~ __ _.. , ~ , -
27~ra0pDrlve ; -~, .
East Berttn, PA 17316 ~ -~,~- ' ~. - \\ ,~ ~ C -c....-----
Executrlx, - ~ _ , _
or to: " ,,- Notary Public
Luther E. MHspaw, Jr., Esquire ,`..,_ ,_ __,,.`-
Attorney-at-Low
130 State Street
P.O, Box 946
Harrlsbwp, PA 17101
COMMaNWEALTH ~F ~'ENNSYLVANIA
i Notarta! Seal
i Sherrie L Klsner, Notary public
! Lower Paxton Twp,, Dauphin County
My Commission Expires Nov. 26, 2011
MPR3tfQr °pn^^11v~nDa ~,s>ocia;Don of Notaries
PROOF OF PUBLICATION OF NOTICE
IN CUMBERLAND LAW JOUR~lAL
(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 L,aw
Journal on the following dates,
viz:
November_19, November 26, and December 3, 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 in the foregoing
statements as to time, place and character of publication are true.
t
~~'"~ L a Marie Coyne, E ~ or
SWORN TO AND SUBSCRIBED before me this
3 of December, 2010
~,
r
Notary
Schmidt, Adele Eva a/k/a Eva
Schmidt, deed.
Late of East Pennsboro Town-
ship.
Executrix: Kerri L. McCarthy, 27
Bragg Drive, East Berlin, PA
17316. ,,,,,~ ..~.. ~ _.
Attorney: Luther E. Milspaw, Jr., N+J i~'~Fii}`,1_ SrAL
Esquire, Attorney-at-Law, 130 DEBORAH A COLLINS
State Street, P.O. Box 946, Har- Notary Public
risburg, PA 17101. CARLISLE BOROUGH, CUMBERLAND COUNTY
My Commission Expires Apr 2i3, 2014
_.
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF PUBLIC WELFARE
BUREAU OF PROGRAM INTEGRITY
DIVISION OF THIRD PARTY LIABILITY
ESTATE RECOVERY PROGRAM
PO BOX 8486
HARRISBURG. PA 17105-8486
January 12, 2011
LUTHER E MILSPAW JR ESQUIRE
130 STATE ST
P 0 BOX 94 6
HARRISBURG PA 17108-0946
Re: Adele Schmidt
SSN: ###-##-6911
Dear Attorney Milspaw:
Pursuant to your letter dated November 02, 2010, the Department of_
Public Welfare (DPW), Estate Recovery Program, has reviewed the informa~iorl
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':>
Estate Recovery Program. will not seek any recovery from this estate. I:E your
client applied for Medical Assistance and had an application and/or hE~arinq
pending at the time of death, please advise us and provide any additional
information that may affect a recovery by our Department.
If you have any questions, please feel free to contact me.
Sincerely,
~~~ ~ ~~
Vince A. Porter
Recovery Seczioii Manager
(717)772-6604
;~'~ ~ ' ~ ~) ~ ~ C11 / ~ ~
NOTICE OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION OF DEDUCTIONS AND ASSESSMENT OF TAX
PO BOX 280601
HARRISBURG PA 17128-0601
LUTHER E MILSPAW JR
130 STATE ST
PO BOX 945 ,
HBG PA 17101
Pennsylvania ~
DEPARTMENT OF REVENUE
REV-1547 EX AFP (12-10)
DATE 05-09-2011
ESTATE OF SCHMIDT ADELE E
DATE OF DEATH 10-04-2010
FILE NUMBER 21 10-1017
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 07-08-2011
(See reverse side under Objections
Aaount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
CUT ALONG THIS LINE _ --~ -R_ETA_IN LOWER POR_TION_ FOR YOUR RECORDS E-- _
REV-1547 EX AFP C12-10~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: SCHMIDT ADELE EFILE N0.:21 10-1017 ACN: 101 ____'_______
OR
DATE: 05-09-2011
TAX RETURN WAS: C X) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) C1) 169, 185.78
NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) C2) 270, 946 .21 credit to your account,
3. Closely Held Stock/Partnership Interest (Schedule C) C3) .0 0 submit the upper portion
of this form with your
4. Mortgages/Notes Receivable (Schedule D) (4) .0 0 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) C5) 326,50:5.69
6. Jointly Owned Property (Schedule F) C6) .0 0
7. Transfers (Schedule G) (7) .0 0
8. Total Assets c8) _ 766 , 637.68
APPROV ED DEDUCTIONS AND EXEMPTIONS.:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9) 9 3,3 0 7.0 9
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 1,2 7 6.0 0
11. Total Deductions
cll)
94,583.09
12. Net Value of Tax Return C12) 672, 054 .59
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) _ 6 7 2.0 5 4.5 9
14. Net Value of Estate Subject to Tax (14) _ .0 0
NOTE: If an assessment was issued previously, lines 14, 15 and/or 16, 17, 18 and 19 will
reflect figures that include the total of ALL returns assessed to date.
ASSESSMENT OF TAX:
15. Amount of Line 14 at Spousal rate t15) .0 0 X 0 0 = .0 0
16. Amount of Line 14 taxable at Lineal/Class A rate C16) _0 0 x 0 4 5 = .0 0
17. Amount of Line 14 at Sibling rate C17) _[10 X 12 = .0 0
18. Amount of Line 14 taxable at Collateral/Class B rate C18) .00 X 15 = .0 0
19. Principal Tax Due [19)= .0 0
TAX CREDITS:
PAYMENT
DATE RECEIPT
NUMBER DISCDUNT C+)
INTEREST/PEN PAID C-)
AMOUNT PAID
TOTAL TAX PAYMENT .00
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
~ IF PAID AFTER DATE INDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE DUE
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.
IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA
ORPHANS' COURT DIVISION
In the Matter of the Estate of
ADELE E. SCHMIDT, late of Estate File No. 2010-1017
East Pennsboro Township, PA No. 21-10-1017
Cumberland County, Pennsylvania,
deceased
Date of Death: October 4, 2010
Letters Testamentary Granted: October 7, 2010
Grant of Letters Published:
Cumberland Law Journal: November 19, November 26, and December 3, 2010
The Patriot-News: November 17, November 24, December 1, 2010
FIRST AND FINAL ACCOUNT OF KERRI L. McCARTHY, Executrix
FOR THE ESTATE OF ADELE E. SCHMIDT, DECEASED
~~ U~
t..LJ T .
i1: - ~ '
C.~.:
Purpose of Account: The Executrix offers this Account to acquaint interested parties
with the transactions that have occurred during the Administration.
It is important that the Account be carefully examined. Requests for additional
information, questions, or objections can be discussed with:
+~~ Q
M .~..
_~ ~ c~~"
..~ ~~~
~~~ U~t
~...~ p
_._,
~.~_ ~
~°
LUTHER E. MILSPAW, Jr.
Attorney ID No. 19226
130 State Street
P.O. Box 946
Harrisburg, PA 17108-0946
(717) 236-3141
SUMMARY AND INDEX
Principal Balance Remaining $ 728,824.14
INCOME ACCOUNT
Pages
PRINCIPAL ACCOUNT
3 Receipts $ 169,595.90
3 Principal Conversions to Cash 636,933.98
Adjusted Balance $ 806,529.88
4-5 Less Disbursements - 77,705.74
Balance Before Distributions $ 728,824.14
5 Less Distributions To/For Beneficiaries - 0.00
5 Receipts $ 302.77
6 Less Disbursements - 0.00
Adjusted Balance 302.77
6 Less Distributions To/For Beneficiaries - 0.00
Income Balance Remaining $ 302.77
COMBINED BALANCE REMAINING FOR DISTRIBUTION
$ 729,126.91
2
PRINCIPAL ACCOUNT
RECEIPTS
2010
Oct 4 Citizens Bank, regular checking account
Citizens Bank, Representative Payee Account
Citizens Bank, Money Market account
Nov 2 Highmark, drug plan refund
Nov 3 Citizens Bank, Credit Memo
Nov 9 Masonic Village Elizabethtown, refund
Nov 10 Erie Insurance, homeowners' refund
Nov 11 Time Warner, pension
2011
Mar 15 American Water, refund
May 25 Internal Revenue Service, 2010 refund
TOTAL PRINCIPAL ACCOUNT RECEIPTS
PRINCIPAL CONVERSIONS INTO CASH
2010
Oct 4 Members 1St, 6 month certificate of deposit
Nov 1 Community Land Transfer, LLC, sale of real estate
Nov 4 Members' 1St, 18 month certificate of deposit
Members' 1st, 19 month certificate of deposit
Members' 1st, 15 month certificate of deposit
Members' 1St, savings account closed
2011
Jan 12 Wells Fargo
Rowe's Auction, sale of personalty
Jan 25 Invesco Van Kempen Growth & Income Fund
Mar 7 Wells Fargo
Mar 16 Wells Fargo
Mar 28 Wells Fargo
May 25 Wells Fargo
May 25 Community Land Transfer, remaining escrowed funds from sale
of real estate held until determination of inheritance tax
TOTAL PRINCIPAL CONVERSIONS INTO CASH
8 5,688.30
1.0,949.27
147,854.17
46.17
318.18
84.86
167.00
1,324.65
11.30
3,152.00
$169,595.90
58,352.92
1.12,342.84
52,285.19
15 ,404.19
39,783.77
6,568.27
69,706.25
438.75
68,198.07
85,000.00
91,042.00
9.14
2.59
37,800.00
$636,933.98
3
PRINCIPAL ACCOUNT
DISBURSEMENTS
2010
Oct 9 Woodlawn Memorial Gardens, granite base for headstone 1,276.00
Woodlawn Memorial Gardens, granite base for spouse's
parent's graves 1,276.00
W. Orville Kimmel Funeral Home, remaining balance due 771,12
Oct 7 East Pennsboro Township, quarterly sewer/sanitation 15.00
Oct 8 Rupperts Lawn Care & Landscape, lawn maintenance 165.36
Oct 12 Cumberland County Register of Wills, probate fees 683.50
Oct 28 Rt. 15 Self Storage, final storage unit rental fee 53.00
Pennsylvania American Water, water bill 40.11
PPL, electric bill 110.62
Verizon, final bill 8.94
Masonic Village Elizabethtown, room/board, expenses 1,091.40
Nov 1 American Home Shield Corporation, home warranty 453.00
Nov 3 Rupperts Lawn Care & Landscape, lawn maintenance 144.16
Nov 9 PPL, final electric bill 22.56
Pennsylvania American Water, final water bill 11.71
Nov 10 Luther E. Milspaw, Jr., distribution of attorneys' fees 13,169.75
Kerri L. McCarthy, distribution of Executrix commission 13,169.75
Cumberland Law Journal, publication of Estate Notice 75.00
The Patriot-News, publication of Estate Notice 318.12
Nov 30 Citizens Bank, monthly maintenance fee 16,00
Dec 2 Masonic Village Elizabethtown, final phone/tv expense 8.68
Dec 29 Wolfgang Ott, German Registrar, for death certificate of Hans Bohm 26.45
Dec 31 Citizens Bank, monthly maintenance fee 16.00
2011
Jan 28 Citizens Bank, check returned fee 20.00
Jan 31 Citizens Bank, monthly maintenance fee 16.00
Time Warner, pension returned 1,324.65
Feb 2 Luther E. Milspaw, Jr., distribution of attorneys' fees 10,000.00
Kerri L. McCarthy, distribution of Executrix commission 10,000.00
Feb 28 Citizens Bank, monthly maintenance fee 16.00
Mar 3 Cumberland County Register of Wills, filing inheritance tax return 15.00
Apr 8 Fiduciary Tax Consultants, preparation of 2010 estate tax return 500.00
Apr 11 Pa Department of Revenue, 2010 income tax 43.00
Jun 14 Cumberland County Register of Wills, filing First and
Final Account and Advertising 480.00
4
Aug Luther E. Milspaw, Jr., final payment of attorneys' fees and
miscellaneous expenses, including postage,
deed preparation, etc. 7,081.73
Kerri L. McCarthy, distribution of Executrix commission 15,162.13
Cumberland County Register of Wills, filing Receipt and Releases 25.00
TOTAL PRINCIPAL ACCOUNT DISBURSEMENTS $77,705.74
PRINCIPAL DISTRIBUTIONS TO BENEFICIARIES
NONE
PRINCIPAL INVESTMENTS
NONE
CAPITAL CHANGES
NONE
INCOME ACCOUNT
RECEIPTS
2010
Oct 29 Citizens Bank, Interest S 17.73
Nov 4 Members ls`, Dividend .16
Nov 30 Citizens Bank, Interest 44.71
Dec 31 Citizens Bank, Interest 38.24
2011
Jan 31 Citizens Bank, Interest 40.17
Feb 28 Citizens Bank, Interest 31.78
Mar 31 Citizens Bank, Interest 33.78
Apr 29 Citizens Bank, Interest 47.15
May 31 Citizens Bank, Interest 49.05
TOTAL INCOME ACCOUNT RECEIPTS
$ 302.77
5
INCOME ACCOUNT
DISBURSEMENTS
NONE
INCOME DISTRIBUTIONS TO BENEFICIARIES
NONE
INCOME INVESTMENT
NONE
CAPITAL CHANGES
NONE
STATEMENT OF PROPOSED DISTRIBUTION
The Accountant proposes to make distribution of the combined balance for distribution
pursuant to the Last Will and Testament of ADELE E. SCHMIDT, as follows
TO: HILLSDALE COLLEGE (1 /5) $ 145,825.39
TO: YOUNG AMERICA' S FOUNDATION (1 /5) $ 145,825.38
TO: THE LEADERSHIP INSTITUTE (1 /5) $ 145,825.38
TO: MASONIC CHARITIES (1 /5) $ 145,825.38
TO: AMERICAN FRIENDS OF MIGDAL OHR (1 /5) $ 145,825.38
ESTATE OF ADELE E. SCHMIDT,
deceased
t ~ ~ ~, r
Y~
Kerri L. cC hy, Executri
7
VERIFICATION
KERRI L. McCARTHY, Executrix of the Estate of Adele E. Schmidt, deceased, hereby
declares under oath that she has fully and faithfully discharged the duties of her office; that the
foregoing First and Final Account is true and correct and fully discloses all significant
transactions occurring during the accounting period; that all known claims against the Estate
have been paid in full; that, to her knowledge, there are no claims outstanding against the Estate;
that all taxes presently due from the Estate have been paid; and that the grant of Letters
Testamentary and the first complete advertisement thereof occurred more than four (4) months
before the filing of the foregoing First and Final Account.
This statement is made subject to penalties of 18 Pa. C.S.A. ~ 4904 relating to unsworn
falsification to authorities.
~ ~~ ~ ~ /n 1
~ /
Kerri L. Mc arthy