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Home My WebLink About10-21-11 (2)~.~s, k~i3 ~ ~- COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA ORPHANS' COURT DIVISION FILE N0.21-10 -1044 FIRST AND FINAL ACCOUNT OF Doris Scheffey, Lori f1gURDENE SCHENCK, Deceased fixes of the ESTATE o Late of the Borough of Lemoyne, Cumberland County, Pennsylvania Date of Death: August 24, 2010 Date of Grant of Letters Testamentary October 22, 2010 to Co-Executrixes Date of First Advertisement of Letters: November 12, 2010 Cumberland Law Journal November 6, 2010 The Sentinel Date of Accounting August 24, 2010 to October 21, 2011 PURPOSE OF ACCOUNTING: Doris Scheffey, Lori Clark and Patricia Vogl, Co-Executrixes, offer this Account to acquaint interested parties with the transactions that have occurred during this administration. It is important that the Account be carefully reviewed. Requests for additional information or questions can be discussed with: Michael L. Bangs, Esquire r. ~ Bangs Law Office ~~ 1 - =' Attorney Identification Number 41263 ~' ~ ~'`_, __ 429 South 18~' Street, Camp Hill, PA 17011 :~ ~ ~-r, ..,, (717) 730-7310 J' ~~ ~- -_ ~~ = .-; c-. ~= ~, -; ~,_; ~y ^ , '. _ ~~ _ `~ J ~i 'T ~ w... . 'J SUMMARY OF ACCOUNT ~ -- - --- - - - - - - - ---- - _--- -- - ~ PAGE i - ~--- - I - -- -- ---- fi - -- - - _ - - -- -- _ - - - - PRINCIPAL - -- - - - - - 1- _ - ~ -- - -- -} - -- - - _ - - - - --- -- - _- - --- Receipts of Princi al _ - I --i - -- i _- - -- - i _- L - - ' $832,758.10 ~ - - - __ l _ -_ _ _ LESS DISBURSEMENTS __ - - - - -- -- - ! ~ -- - ~ -- - - - $93,597.28 i Debts of Decedent _ __ - -- - -- - _ ~ _~ 6 i --- -{ - $108,713.39 Administrative Expenses - __ - _ - -_ ~. - ~ -- 6 ~ --- - , - - - $13,500.00, - Attorney sFees - - ---- - - - - -- ~ - _~ 6j --_ ~ - - - 685.00 Accountant Fees - - - - _- ---__ -- - -- - --- -- -- - -_~ - -- - $216,495.67' ~ - ---_ - -- - -- - - - -r - - _ - - - INCOME - _ - - ~ - - - r _ ! - _ - _ ~ - --- - - ---- - -- .~ ~ - 4 ~ ~ -- -- 13 5.15 - - Receipts of Income -_ -- - - - - - - -- - --- - - ~ - - - ------ COMBINED BALANCE ON HAND - _ - - - ---t- - _ir_- - ! - _ ~ - i $616,397.58 _ - - --- - - - 1 ------ ~- PROPOSEDSCHEDULE OF DISTRIBUTION i -- - - -- ~ - - -- - ---- r_ - - ,-- - - - - - -- - - ~ ~ 7i __ - - $589 000.00 ~ ~ Specific Bequests- - - ----- - - 1- ---- ~ 8 i - fi _ - _ -. 397.58 i $27 Remainder Beneficiaries -- ~- , -- - ~ - -- - ~ - -_ -_--- - --_- ----- - _ 9T- ~ -- --- VERIFICATION Page 2 RECEIPTS OF PRINCIPAL ';PRINCIPAL - -- --- + --- - - - - - -__ - - -- -- DATE RECEIPTS - _ - -- --- - - - -_ -_ - - _--- _ __ +- - 10/29/2010 I Edward Jones interest a able on account p Y __ -- _ ~ _ - - + - $420.83 -_ , - - - - - - -- - - _~ - - - - - -- - 10/29/2010 M&T Bank Account -_ _- -- - - - - - -- I- _ - ---- - - - - ~~ $937.14 - - - - $2,280.22 - 10/29/2010 i PNC Bank Account -- --- -- -- -- _ -- -- - --- ~ - -- -- - - - 00.03 $4 ~ 10/29/2010 i Sovereign_Bank Account - - - - ----- , - - -- $141.60 12/29/2010' AARP Refund - -- ~ _- -- - - -- - ! -- -- - $401,369. Edward Jones Account_ - -_- - - _- 1 /7/201 _ -__ - - -- Marsh Global Consumer Hartford Life refund -- -- - -_ - ~ - 1- i _ - -- $130.28_ __ -_ !. -- - - -- - __ _- _ -_- _- _ ', Wells Far o Account 2/3/2011 - - -- -- - _ - ~ -_ - 287,818.55 - - 23.35 $8 ~ 4/13/2011~Proceeds from sale of personal property items - __.- .- --_-. -- _~ _ --- , -- _ - -- - - -. i-. 000.00 $2 'Proceeds from Lincoln Life death benefit 4/26/2011 - - ._- I ~ , , ___ __ _ - -- - 2010 IRS income tax refund - - 5/17 2 - - --- -_ - - $1,012.00 - - - 592.51 $123 - _ _ 5/17/2011'Proceeds from sale of real estate - --- . - - --. - ~- , - ~ - - 00 $10 - -- 5/31 iRefund-of tax certification fee collected at closin /2011 ------ - -- --- - ~- -_ . _- -- - 69 $121 - __ - 6/28/2011, Refund from Wells Fargo overpaymen on payo - i --- . - - -- - -_ -__ --- - -- -- - - - - TOTAL RECEIPTS OF PRINCIPA __ -_ __-_ -- --- -- - ~- - _ __~ -_ $832,758.10 - -- ~ - - - - -- --- - - -- - - __ ~ - ~ - - -- - , - - - - -- -- ----- -- _ - - - ~ L- - -~ - - - -- - - i - ,- - - - ~ ~ --- - - - - -- -- _ -- - - -- - ---_ -+- -- - --- - -- - _-_ _ _- --- -- - - -r _ - - - - - -_ _-_ -~ _- _, - -- ~ ~ -- - -, - - - - - - -~- - - - - ---- -~ ---- - - - T _ -- -- i-- -_ - -_ -_ - - -~_ --- - -- .- -- __ - - ~ ---- - _ _ -- ' -- - - - -- - -~ - - - - I _- - - - -_ -_- -_ - i - - - - - - _ ----- Page 3 RECEIPTS OF INCOME --' --. INCOM -- DATERECEIPTS --_ _ ---- - ~_ _ - - --- -- _- - _ _ -- ~ - - --- 11/29/2010 Interest earned on M&T Power Checkin account for Estate - __ - g - - ---- - 12/29/2010 I Interest earned on M&T Power Checking account, or state i --- - -- -- ------ -- --- -_ 1 /28/2011 ~ Interest earned on M&T Power Checking account for- state _~ -- - ---- _-- -- - - - fi ---- ~ 2/28/2011 ~ Interest earned on M&T Power Checking account or state _ -~_ _ - -- -- -_ _ 3/29/2011 Interest-earned on M&T Power Checking account or state ~ - -- ' -- _4/29/2011 Interest-earned on M&T Power Checking account for state -- - - --- -- - _ __ 5/27/2011 - 'Interest earned on M&T Power Checking account for Estate _ - ,I --- -- -_ 6/29/2011 Interest earned on M&T Power Checking account or state i , ___ ----- 7/29/2011 _ Interest earned on M&T Power Checking account for state _ -- ,-- - - - - - ---- - - - g -- - _ -- t 8/30/2011 Interest earned on M&T Power Checkin account for Estate i -_ - /29/2010 --- _ -~ - ~ - ---- - - -- Interest earned on M&T Market Advantage account or s a e ~ - - - - -~ , $0.03 -_ - - - -- 12/29/2010 --~ ---- Interest earned on M&T Market Advantage account for state i - - - i $0.04 _ - $ 8 8 - - -- 1/28/2011 , -. jInterest earned on M&T Market Advantage account for Estate ~ -- - ~ . 4 _ _ _ - , 24 7 2/28/2011 ,Interest earned on M&T Market Advantage account for Estate 1 - .• 76 $24 - - ---_ 3/29/2011 ~---- - iInterest earned on M&T Market Advantage account or -state - - ----- . 56 $24 _ _- 4/29/2011 - - ~ -- - ~ Interest earned on M&T Market Advantage account or_ _state . 7 20 -- - _ 5/27/2011 -- ~ - i Interest earned on M&T Market Advantage account for Estate i - ----------- . - _ - 4 $10 6/29/2011 fiInterest earned on M&T Market Advantage account for Estate ~ - ---- - . _ 51 $9 --- -- - _ 7/29/2011 -_ ~--- - Interest earned on M&T Market Advantage account for Estate ---- . _ - - 82 $9 ___- 8/30/2011 --- _-- l_-_- _ -- _ lInterest earned on M&T Market Advantage account for Estate + . ~ -~ - - -- _ ;- __ -- ~ _. , - _ --~ _ __ __ - _ -- -- -- (TOTAL INCOME RECEIPTS 135.15 $0.03 $0.03 - $0.08 $0.11 $0.32 $0.11 -$0.28 $0.25 $0.23 $0.24 Page 4 DISBURSEMENTS OF PRINCIPAL _-__ ---- )ATE I DEBTS OF DECEDENT ---------- ' - - ~ -- +-- - - - 1-- - - - -P Y _- ___ - -__- 11/1/2010~PA American Water Com an __ ----- - $65.91 ~ - ~- 11/1/2010!,PP&L Electric -- - - - --_ --- - -- -- --- -- $344.22. - - --r - -- 145.9 11 / 1 /2010 V enzon - - -_ - - - - - - _ --- -------- -- ~ - - - 11/1/2010 ~ Shipley Oil (September to October) - - - - _- , - -_ 645. ~ _- -- - - -- - -- ~ --- (10/8/lO to 11/8/10)_ _ _ 1 1 /3 0/20 1 0 1PP&L Electric $93 28 _-- ~ - - -- - 1 _ 11/30/2010 PA American Water Com an 10/6/10 to 11 3 __ _ P Y ~ -- . _ _ ~ _ _ ~-- -- - - 10 to 12/3/10 PA American Water Company (11/3/ _) __- _ _- 12/29/2010 -- -I~ - - $3.1.29 -__ - Lemoyne Borough (sewer refuse 10/ 1 / 10 to 12/31 / 10) - -- - i 126.5 - t _ - - $89.44 12/29/2010'PP&L Electric (11/8/10 to 12/8/10) __ -- - - -_ -- -- --- _ _- !~ - - ~ - - $164 0 - Shipley Oil (balance seasonal heating budget . -- - 12/29/2010 - -- - -- ---_ - - . ~ - - - - 39+ $569 _ - 1/13/ 'Wells Fargo (monthly payment of mortgage equity me 2011 . _ ~ - _ - _ - 1/13/2011 Wells Fargo (monthly payment of prime equity line) - - - ---- -- - ~ - $299.34 1 1/13/2011 Bank of America _ ____-- ------ -- -- - - - -- -- --- - - - ~ $79.99' 1/13/2011 AT&T Wireless _.--- - - ---- -- _ - -- ---~- -- - _ - $140.42 - --- 1 / 13/2011 V erizon --_- -_ ---- -- - ~ - ` 346.0 - 1/13/2011 West Shore Patho ogy_ - - _ -- - - - 1 -- 25 32 _ (12/3/10 to 1/6/11) -_ 1/18/2011 PA American Water Com an p - -- - - . . -_ , _ _ ---- ----- - - -- 1/18/2011'PP&LElectric (12/8/10 to 1/10 1 -_- - - $101.75 -- - - - -_ t- _ - ----- --- - Ener --- 1 / 18/2011 ~ Shi le $430.0 ----,- 1 - - - - - - - - - - - - 2/2/2011 Famrers Insurance Group _ --- _ __ $8.58 5 -- - - ~ $215.00 ~ -_ 2/2/2011, Shipley Energy- _-__-_ --- o monthl a ment of nine e ui line Y p Y P_ q ~'--~ --- 2/11/2011 Wells Far g ~ - - - 72. _ - rt-- - - -- ---- -- --- ~- 2/11/2011,Lemo ne Borou h sewer and refuse) _- _ _ - g - ~ --- - - -Y $40.50 _. - ! - $31.25 ` - ---- 2/ 11 /201 --- --- - -_ 2/22/2011 I Verizon !Wells Fargo (monthly payment of mortgage equity-line - _- --- -- - - - -- - $592 - ,_- - ,,- 25 $ - I -- 2/28/2011 ' PA American Water Company _ ---- ------- - - - . -- ~ - - -- - - - - - ~ - - - 2/28/2011,PP&L Electric (1/10/11 to 2/8/11) -- __ --- - - - - - t - - -- - -- 3/16/2011'PP&L Electric (2/8/11 to 3/10/11) - --- - - - - - - - - - - $73 89'. - ;PA American Water ComPanY _. -_ -_ 3/16/2011.- ---___ _ _ - - _ . - - -1, - $45.00 ~ - - I 3/16/2011-iPenn Waste - _____-_- -- -- -- _ - -- 3/16/2011 iWells Fargo (payoff of Loan 68068020026550 - -- -- - - $58,136.52 - - - - - - --_ (payoff of Loan 438654221329457 - 3/16/2011~Wells Fargo ------- $28,706.31 _ __ - . _ ---- 4/5/2011 ~ PA De - artment of Revenue (2010 income tax due) -- - - - ----- $354.00', ~ -- - -- -- 265. 4/8/2011~Shi le Ener - - -- - - - p y _gY _- _--- - - _ - - -T- - --- -- --- ~- - - - ---_ - - _ -- _. - - TOTAL DEBTS OF DECEDENT: _ -- _ --- --- -- -- -- ---- - -- ~ _ -._ __ i. _.- -- - _..._ -- - _.. $93,597.2 1 -- - - ~ -- Page 5 DISBURSEMENTS OF PRINCIPAL DATE ADMINISTRATIVE EXPENSES_ -_ - - -- _- -- -_ -_ _ ~ - - -- - - _ --- - - - -- - _ _ -- - _ - _- 10/15/2010,Re ister of Wills (probate ee -__ __ - ___ _ --_ - -- - g --- -- 738.50 - 00 $75 11 / 1 /2010' Cumberland Law Journal (advertising_fee - -_ _ , . - ~ -- - -- -- - - - - -- - Doris Scheffey (reimbursement for various funeral expenses) - _ - ~ _ _ - -- 11/10 2 _ -- -_ 2,735 0 - -; - 87 $457 _ -- fi ___ --_ 11 / 10/2010 ~i Blooms by V icrey (funeral flowers) -- - - .. . - - - ~ 2 ~ 51 ~- 1/16/2010 Al ha ra-hits co_ of Will and Codicil to send to all heirs) _ ~ 1 -~-p_ gp- ~ _pY -- - _ . $51 99 _ . Postmaster (mailing of Will and Codicil to all heirs) ~ -- -- - 11/16/2010 - __ __ -- . $20 00 _ - 12/3/2010 ~ Sovereign- Bank (fee for date of death valuation) _ - _ _ _ ~_ - - - - -- - -- . _ _ -__ -- 00 $25 _ 12/3/2010 Wells Faro (fee for date of death valuation _ ~-- - -- - - -- -- - _ _ - ~ . - -_ - 15 5. - 12/6/2010, The Sentinel (advertising fee) -_ rt - --- - - _ - - - -- - - $20.00 1 /13/2011 Register of Wills additional ro ate- ee - _ - - ~------P - - - I - - _ $493 00 1' _ 1/13/2011 The Bricker House (funeral luncheon) - - - -- - _ __ - --- - --- - _ - __ . - i ~ 1 8 37 - - 1/13/2011 Musselman Funeral Home - _ _ _ _ _ $350 00 ; - 1/18/2011 Pamela Reitenbach (real estate appraisal fee) _ _ - ~ -- -_ - - . - $8 00 2/9/2011 Register of Wills short certificates) _ _- _ - _ _-- - _ _ ~ _ _. ~ an out of household items not auctioned) l . - -- - $720.0 - _ e __ _- _ 2/25/2011 Dan Hamm auctioneer; c --- --- - - - ---- -- _ - -- _ 3/16/2011 Patricia Gailak cleanin at resi ence or sae - -- - -- - - -- - $200.00 _ - --- -- - - _- ~ 4/5/2011 Register of Wills short certificates - -- ~ __ - _ - - i -- -- 4/8/2011 Lydia Scheffey (work done at real estate for sale) _ - _ 1 -- - ' - $37.50 - - 00 $25 -- -_- 4/8/2011 Brian Clark (snow removal at rea estate ~ -- - . - - , - --- - I - -- 4/ 11 /2011 ~, Postmaster (certified mailin of final lifetime tax returns) _ _ - __-_ --- -- $6.87! --_ - 80 $3 115 -- - 4/ 13/2011, Haar's Auction ercenta e due for real estate _ _ _ t g _ g -p ---- - - ms o ene iciar~ it ~p ~ . ~_- - ~ - $45.49 -- e y _ _ -._-- --- T 'Doris Scheffe reimbursement for mailin of ersona - 5/17/201.1 __ - --- -- - - ~ - - -- $88 237.50'. _ - _ errtance tax _ __ _-_ due -- --- - - lls mh ) _ of Wi __ ister 5/20/2011 ~Reg_ _ __ ~ -- ' ., 0 0 tRegister of Wills (inheritance tax return filing fee) - - _- ~ I - _ $520 - iPostmaster mailin of inheritance tax return and inventory)- g -__ r 5/20/2011 ~ _ - ' - _- ~ -_ - 8/2/2011_ Brian Clark, Sr (mowing at real estate) _ _ ) ( ) ~ 10/12/2011 Postmaster certified mailin of fiduci income tax returns estimate - ~ - _ __ - g 75.00 $ -- - -- r- - ~ - - ount n ~ -- c Register of Wills (filing fee for ac g) - - $690 00' - 1 Al ha_ ra hits co ies of final accounting -estimate)- - ----- P g P -~_ P- -- , ! - $60 00 - Postmaster (mailing of accountin to heirs -estimate) g - -- -- , . -_ __ -- --. - - $108 713.3 I TOTAL ADMINISTRATIVE EXPENSES: _ - . ---- _- __ _ _-~ - ~ - -- -- -- ------- r - - -- - -. --- -- -- - -- -- -' DATE FEES AND COMMISSIONS - -- ---- ~ - ~- -- - - - - rt- -- - -_ - -- - - - - -1- ---_-- ------ --_ ',Michael L. Ban s, Es uire attorney fees) (to be paid) _- ___ _~ g -q (_ -- -- - $13,500.00 -_-- - - {- - - - 00 $290 - _ ~ -- - er & Ritter (accountant fee) (2010 income tax returns) _ - ~ -- -- 4/8/2011 Bo Y ----- . - _ - _, - _ 00 $395 - _ _ -- -- 10/10/2011 Boyer & Ritter (accountant fee) (fiducia -income tax re urns _-- - - __- . __ -___, 00 185 $14 - - - _ I- TOTAL FEES: --------- ~ . , - -- . - - - -- - _~ _ ----------- __ ------------ --- -- -- -_ - - - TOTAL DISBURSEMENTS OF PRINCI _ ..$216,495.67 Page b PROPOSED SCHEDULE OF DISTRIBUTION OF REMAINING PRINCIPAL AND INCOME NAME Carl B. Alexander _ -- Cathy Alexander _ _ - _ --- -- Clifford B. Alexander - --_ _ _ - Jessica Brenizer - - -- __ Jean Brubaker _ - Brian and Lori Clark _ __ _ -__ Brian Clark, Jr. _ -- - Jennifer Clark Jessica Clark __- Julie Clark __ __ - __ - -- - -- - Herb and Theresa Eisenberg _ _ Fred and Janice Enders _ -- Rev. Harold Fox -__ _ __ ___- __ Kimberly Germany _ _ __ _____ -- ---- --- --- Angie Jakubowski Dorsey and Elaine Matson Joanne Mauger-Herdman _ Michael and Debra Mihalaki Mario and Tracy Pitts -_ _ _ _ - ___ Rick and Deborah Scarborough --- - - ---- -- -- -- Joseph and Doris Scheffey --_ __ -- Lydia Scheffey__ _ - Paul Scheffey - __ _. Thomas Scheffey _ _ - _ __ __-- - Rick and Sherrie Shatzer --- - - - - -- - - Tammy Shreffler Dodson. _ Joy_Sullivan _ __ Charlotte Thomas _ _ _ Anna Maria Tucker _ -- - -- --- Brian and Patricia Vogl _ _ _ - -- _- Monel Walker _____ Thomas White __ - Presbyterian Church of Middletown - __ - - -_ Humane Society of Harrisburg -- ~__ __ -_- - _ __ -~ -- -_ DISTRIBUTION - _- - -- - __ $1,000.00 1 -_- __ _ $1,000.00 --- i - $1,000.00 -- ~- - - $5,000.00 ~ -- $10,000.00 - I - _ _ - $80,000.00 _ $5,000.00 - _ _ _ _ _ _ $10,000.00 - -_ - _ $10,000.00 - - -- - - ~ _ _ $5,000.00 - ~ ---- --- $30,000.00 -_ r -- __ $10,000.00 - _ $50,000.00 $20,000.00 $3,000.00 _-$10,000.00 _-- $20,000.00 - + - -- $10,000.00 - -- _ _ __ __ $10,000.00 $10,000.00 -- - _ - $80,000.00 $5,000.00 -_ _~ - -- $5,000.00 ____ _ _ ,~ ~ _ $10,000.00 --- _- _ - '~ $50,000.00 $10,000.00 - _ ---- $3,000.00 _ _ -t_ _~ _- __ _ $20,000.00 _. 00 $10,000. ~ . _ . $60,000.00 - - - - - -- $5,000.00 -rt --- _ - $10,000.00 --~-- -_ __ - $10,000.00_ _ $10,000.00 - ~- -- $589,000.00 -_ -. _. _- --~ Page 7 PROPOSED SCHEDULE OF DISTRIBUTION OF REMAINING PRINCIPAL AND INCOME 1~1J1J1L VAL a~a_+..~~--.-_-- --_ __ __ Hershey Medical Center (1/4 of residue) (cardiac unit _ ~ _ __ - -- __ _- Hol _ S irrt Hos rtal 1/4 of residue) (medical intensive care unit __ Y p - - p -- ~ - -- _ _ Pinnacle Health Systems (1/4 of residue) (cardiac unit of Harrisburg Hosl --- _ __ - Holy Spirit Hospital (1/4 of residue) (heart center _ _ ____ _ _ I - -- __ -- t -- - r- _ _$6,849.39 -- $6,849.39 $6,849.40 $6,849.40 $27,397.58 Page $ AFFIDAVIT DORIS SCHEFFEY, LORI CLARK and PATRICIA VOGL, Co-Executrixes of the Estate of Burden Schenck, deceased, hereby declares under oath that they have fully and faithfully discharged the duties of their office; that the foregoing 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 the best of their knowledge, there are no claims now outstanding against the estate; that all taxes presently due from the estate have been paid; and that more than four months have elapsed since the first complete advertisement of the granting of letters in this estate. This statement is made subject to penalties of 18 Pa. C.S.A. Section 4904 relating to unsworn falsification to authorities. ^, ~ „/1 DORIS SCHEFFEY SUBSC BED AND SW N TO BEFO 'T DAY OF 2011. Pu 'OMMONyI~ALTN OF PEMNSylYAt7tR NOTARIAL SEAL Wendy K. Straub, Notary Public Lower Allon Township, CumDerlend County My Commisslon Ezplre• May 10, 2015 Page 9 PATRICIA VOGL REQUEST FOR DISTRIBUTION Accountants request that distribution be determined by the Court in accordance with the Schedule of Proposed Distribution filed as part of this account. Page 10 ~, ~~~ f. PATRICIA VOGL