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HomeMy WebLinkAbout05-17-12i COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA ORPHANS' COURT DIVISION FILE N0.21-10 0309 FIRST AND FINAL ACCOUNT OF Kimberly L. Rhoades, Executrix of the ESTATE of NELSON L. MINICH, Deceased Late of Middlesex Township, Cumberland County, Pennsylvania Date of Death: March 13, 2010 Date of Grant of Letters Testamentary to Kimberly L. Rhoades March 26, 2010 Date of First Advertisement of Letters: The Sentinel March 31, 2010 Cumberland Law Journal Apri19, 2010 Date of Accounting March 13, 2010 to May 18, 2012 PURPOSE OF ACCOUNTING: Kimberly L. Rhoades, Executrix, offers 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 ~..~ ,~ Bangs Law Office, LLC y c '~~' ~, ~ ;-~ .~ z, - - , Attorney Identification Number 41263 ~, ;-~, `~ ~ _ -~~c 429 South 18~' Street, Camp Hill, PA 17011 --- (717) 730-7310 ;-=, `'' -'' _.~ ._ _ ., .. ,_, f_, _.}.L _. . ,_~t... ~:.r. _ ~ .~._ . -~ 1. D .. ` rj '~' ' :'i may.., SUMMARY OF ACCOUNT PAGE PRINCIPAL Receipts of Principal 3, 4 $1,730,341.47 LESS DISBURSEMENTS Debts of Decedent 6 $15,246.92 __ Administrative Expenses 7, 8, 9, 10 $164,246.98 Attorney's Fees 10 $28,000:00 _ Administrator's Fee 10 $25,000.00 __ Accountant Fees 10 $790.00 _ __ Previous Distributions to Beneficiaries 11 $1,180,300.00 $1,413,583.90 INCOME 5 Receipts of Income _ $23L191.82 COMBINED BALANCE ON HAND $339,949.39 PROPOSED SCHEDULE OF DISTRIBUTION 11 VERIFICATION 12 Page 2 RECEIPTS OF PRINCIPAL PRINCIPAL __ _ DATE _ RECEIPTS Real Estate (Specific Bequest) __ 151 North Middleton Road, Lot 1, Plan Book B, Page 108 $519,000.00 _ _ Personal Effects (Specific Beguests) _ __ Remington 730 30 odd 6 pump _ _ $525.00 Stevens 22 single shot Little Scout _ $150.00 _ Ithica 37 12 gauge pump $175.00 Westernfield Model 30 12 gauge _ $100.00 Martin 60 22 Long Rifle _ _ $100.00 Baby crib _ _ $50.00 Grandfather clock $200.00 All Other Assets _ 3/31/2010 _ _ Sovereign Bank (savings) _ $19,885.06 4/1/2010 Sovereign Bank (checking) $7,503.25 4/1/2010 M&T Bank (rental -checking) $18,221.81 _ 4/15/2010 Met Life Insurance (home care policy) _ $79.28 _ 4/22/2010 Wickard Auction (sale of farm items) $5,057.50 4/26/2010 Hoffman-Roth Funeral Home (refund of overpayment) $100.00 4/29/2010 Richard Henson (rent 221 N. Middleton Road) $777.62 4/29/2010 Richard Henson (trailer payment) _ $100.00 4/30/2010 5/4/2010 Sale of 1998 Chevy pickup truck Payment of camper loan from Rick Hension $3,250.00 $2,840.00 _ 6/14/2010 Refund from Tuscarora Insurance (201 Union Hall Road) $265.00 6/ 14/2010 Payment of camper loan from Rick Hension $1,041.23 6/17/2010 Sale of Potato Road property $15,878.38 6/29/2010 Edward Jones (Lord Abbett Tax Free PA Fund) $70,830.48 6/29/2010 Edward Jones (Sale of Doylestown PA Hosp. Auth. Rev.) __ $9,235.33 6/29/2010 Edward Jones (Sale of Caterpillar Tractor Cocom) $16,168.68 6/29/2010 Edward Jones (Sale of PA State Turn. RV Prere. V1,4149) $42,078.38 6/29/2010 Edward Jones (Sale of Lord Abbett Developing Growth Fund) $42,155.22 6/29/2010 Edward Jones (Sale of Lord Abbett Affil. Cl. A) $114,682.06 6/29/2010 Edward Jones (Sale of Lord Abbett Intl. Opts. Cl. A) $1,553.46 7/6/2010 Essex National $226,489.25 __ 7/8/2010 Edward Jones (Cash balance in account 7/1/10) $385.62 7/8/2010 Everett Cash $313.00 7/16/2010 Sale of gun to Charles Minich $175.00 7/16/2010 Slatebank royalties $312.00 7/26/2010 Edward Jones (final liquidation of accounts) $24.29 Page ~ DISBURSEMENTS OF PRINCIPAL DATE DEBTS OF DECEDENT 3/31/2010 __ Home Depot (153 Longs Gap Road) $856.35 4/9/2010 Harold Stum (repair work done at 153 Longs Gap Road) $1,497.50 4/9/2010 John Mohler (furnace repair work done at 153 Longs Gap Road) _ $144.20 4/9/2010 South Middleton Township (1789 W. Trindle Road) $128.60 4/9/2010 N. L. Minich & Sons (clerical work for rentals) $875.00 4/9/2010 North Eastern Supply (plumbing work at 153 Longs Gap Road) $727.11 4/9/2010 Sherwin-Williams (painting at 153 Longs Gap Road and 221 N. Middleton) $349.86 4/9/2010 PP&L (153 Longs Gap Road) $26.63 _ 4/9/2010 Betty Lebo (snow removal 1789 W. Trindle Road) $65.00 4/9/2010 Tangers Applicance (1789 W. Trindle Road) $68.90 4/9/2010 Department of Veterans Affairs (medicine/visits) $128.00 4/9/2010 C. R. Powers (repairs to 151 N. Middleton Road) $603.00 4/9/2010 Mackeys Flooring (repairs to 153 Longs Gap Road) $1,875.38 4/13/2010 West Shore Tax (2009 personal taxes) _ $91.26 4/22/2010 Darwyn Black (repairs at 153 Longs Gap Road) $3,881.98 4/27/2010 Walnut Bottom Radiology $25.00 4/27/2010 PP&L (153 Longs Gap Road) $26.19 4/27/2010 John Mohler (furnace repair work done at 153 Longs Gap Road) _ $103.00 4/27/2010 Shirley J. Armold (Potato Road taxes) $49.60 4/27/2010 Robert Cairnes (South Middleton Township -taxes) _ _ $179.29 4/27/2010 Robin K. Sollenberger (N. Middleton taxes) $1,798.74 4/27/2010 Deborah W. Piper (taxes for 2092 Newville Road) $279.15 4/27/2010 Carolyn R. McQuillen (taxes for Green Hill lot) $122.22_ 4/27/2010 Carlisle Borough Tax Account (taxes for 797 Waggoners Gap Road) $841.35 4/29/2010 Home Depot (repairs to 153 Longs Gap Road) $476.58 5/17/2010 Department of Veterans Affairs (medicine/visits) $17.03 6/ 11 /2010 Quest Lab _ $10.00 TOTAL DEBTS OF DECEDENT: $15,246.92 DATE ADMINISTRATIVE EXPENSES 3/26/2010 Register of Wills (probate fees) $677.50 3/26/2010 Cumberland Law Journal (advertising fee) $75.00 4/5/2010 Sovereign Bank (fee for date of death valuation) $20.00 4/5/2010 Waggoners UM Church (funeral luncheon) $595.67 4/21/2010 Hoffman-Roth Funeral Home $10,042.24 4/27/2010 LISPS (stamps) $17.60 5/5/2010 Diversified Appraisals $3,200.00 5/6/2010 Postmaster $9.88 5/7/2010 The Sentinel (advertising fee) $145.06 5/7/2010 Postmaster $7.32 5/ 11 /2010 North Middleton Township (permit for 151 N. Middleton Road) $10.00 Page ~} RECEIPTS OF INCOME INCOME DATE RECEIPTS 4/15/2010 Rentals -April $3,350.00 5/12/2010 Rentals -May $3,350.00 6/7/2010 Rentals -June $3,811.52 7/16/2010 Rentals -July $3,061.52 8/10/2010 Rentals -August $2,326.90 8/20/2010 Toby Monismith payment __ $300.00 9/9/2010 Rentals -September $1,011.52 10/12/2010 Rentals -October (221 N. Middleton Rd. & 201 Union Hall) $1,126.90 10/28/2010 Rental -November (221 N. Middleton Road) $461.52 11/4/2010 Rental -November (201 Union Hall) $550.00 11 /4/2010 _ Rental -Farm (Monismith) $142.00 11/23/2010 Rental -December (221 N. Middleton Road) $461.52 12/7/2010 Rental -December (201 Union Hall Road) $550.00 1/4/2011 Rental -January (221 N. Middleton Road & 201 Union Hall) $1,126.90 1/27/2011 Rental -February (221 N. Middleton Road) $461.52 2/4/2011 Rental -February (201 Union Hall) _ $550.00 3/2/2011 Rental -March (201 Union Hall) $550.00 TOTAL INCOME RECEIPTS $23,191.82 Page 5 DISBURSEMENTS OF PRINCIPAL DATE DEBTS OF DECEDENT 3/31/2010 Home Depot (153 Longs Gap Road) $856.35 4/9/2010 Harold Stum (repair work done at 153 Longs Gap Road) $1,497.50 4/9/2010 John Mohler (furnace repair work done at 153 Longs Gap Road) $144.20 4/9/2010 South Middleton Township (1789 W. Trindle Road) $128.60 4/9/2010 N. L. Minich & Sons (clerical work for rentals) $875.00 4/9/2010 North Eastern Supply (plumbing work at 153 Longs Gap Road) $727.11 4/9/2010 Sherwin-Williams (painting at 153 Longs Gap Road and 221 N. Middleton) $349.86 4/9/2010 PP&L (153 Longs Gap Road) $26.63 _ 4/9/2010 Betty Lebo (snow removal 1789 W. Trindle Road) _$65.00 4/9/2010 Tangers Applicance (1789 W. Trindle Road) $68.90 4/9/2010 Department of Veterans Affairs (medicine/visits) $128.00 4/9/2010 C. R. Powers (repairs to 151 N. Middleton Road) $603.00 _ 4/9/2010 Mackeys Flooring (repairs to 153 Longs Gap Road) $1,875.38 4/13/2010 West Shore Tax (2009 personal taxes) $91.26 4/22/2010 Darwyn Black (repairs at 153 Longs Gap Road) $3,881.98 4/27/2010 Walnut Bottom Radiology $25.00 4/27/2010 PP&L (153 Longs Gap Road) _ $26.19 4/27/2010 John Mohler (furnace repair work done at 153 Longs Gap Road) $103.00 4/27/2010 Shirley J. Armold (Potato Road taxes) $49.60 4/27/2010 Robert Cairnes (South Middleton Township -taxes) __ $179.29 4/27/2010 Robin K. Sollenberger (N. Middleton taxes) $1,798.74 4/27/2010 Deborah W. Piper (taxes for 2092 Newville Road) __ $279.15 4/27!2010 Carolyn R. McQuillen (taxes for Green Hill lot) _ $122.22 __ 4/27/2010 Carlisle Borough Tax Account (taxes for 797 Waggoners Gap Road) $841.35 _ 4/29/2010 Home Depot (repairs to 153 Longs Gap Road) _ $476.58 5/17/2010 Department of Veterans Affairs (medicine/visits) $17.03 6/ 11 /2010 Quest Lab $1_0.00 _ TOTAL DEBTS OF DECEDENT: $15,246.92 DATE ADMINISTRATIVE EXPENSES 3/26/2010 Register of Wills (probate fees) $677.50 3/26/2010 Cumberland Law Journal (advertising fee) __ $75.00 4/5/2010 Sovereign Bank (fee for date of death valuation) $20.00 4/5/2010 Waggoners UM Church (funeral luncheon) $595.67 4/21 /2010 Hoffman-Roth Funeral Home $10,042.24 4/27/2010 USPS (stamps) $17.60 5/5/2010 Diversified Appraisals $3,200.00 5/6/2010 Postmaster $9.88 5/7/2010 ertising fee) The Sentinel (adv $145.06 _ 5/7/2010 __ Postmaster $7.32 5/11/2010 North Middleton Township (permit for 151 N. Middleton Road) $10.00 Page ~j DISBURSEMENTS OF PRINCIPAL 5/11/2010 North Middleton Township (permit for 221 N. Middleton Road) $10.00 5/17/2010 Tuscarora Wayne (insurance for 201 Union Hall Road) $279.00 5/14/2010 Postmaster $5.54 5/17/2010 Home Paramount (treatment at 151 N. Middleton Road) _ $901.00 5/17/2010 Ken Snyder (mow lots Green Hill /Walnut Bottom) $270.00 5/21/2010 Fleet Pride (battery purchse for old backhoe) $104.56 5/26/2010 Frederick Mutual Insurance (797 Waggoners Gap Road) $999.00 __ 5/26/20101 Everett Cash Mutual (insurance for various rentals) $3,087.00 5/26/2010 D & D Septic (151 N. Middleton Road) $190.00 5/26/2010 D & D Septic (221 N. Middleton Road) $190.00 5/28/2010 Vital Records $27.00 _ 6/3/2010 North Middleton Township (perk test at vacant land 151 N. Middleton Roa $260.00 6/3/2010 JWP Environmental (Green Hill perk test) $575.00 6/4/2010 New Horizon Landscape (barn repairs 151 N. Middleton Road) $960.00 6/9/2010 Penn DOT (driveway permit for Walnut Bottom Road) $25.00 6/11/2010 Ken Snyder (mow lots Green Hill /Walnut Bottom) $300.00 6/18/2010 USPS (stamps) $9.85 7/2/2010 _ Postmaster $5.54 7/6/2010 _ _ South Middleton Township (water bill 1789 W. Trindle Road) $137.70 7/6/2010 e for 201 Union Hall Road) cy (insuranc Strickler Age n $146.00 _ 7/9/2010 _ _ _ Postmaster $12.60 7/15/2010 Register of Wills (short certificates) $12.00 7/15/2010 Borough of Carlisle (water bill Waggoners Gap Road) $27.11 __ 7/15/2010 Ken Snyder (mow lots Green Hill /Walnut Bottom) $240.00 7/15/2010 Sollengergers (paperwork for 1931 Chevy title) $39.50 7/15/2010 Deals (cleaning supplies 797 Waggoners Gap Road) $13.78 7/20/2010 Earl Henson (cleaning basement at 797 Waggoners Gap Road) $48.00 7/20/2010 Richard Henson (mow at 797 Waggoners Gap Road) $60.00 7/20/2010 Angela Redcay (cleaning at 797 Waggoners Gap Road) $94.25 _ 7/21/2010 William Smith (antique car appraisals) $450.00 7/23/2010 Karen Hamm (return of security deposit /797 Waggoners Gap Road) $578.64 8/2/2010 Richard Henson (mow at 797 Waggoners Gap Road) $50.00 _ 8/4/2010 Staples (miscellaneous supplies) $6.34 8/12/2010 Deborah W. Piper (taxes for 2092 Newville Road) $1,531.74 8/12/2010 Lowe's (purchase of dehumidifier 797 Waggoners Gap Road) $270.28 8/12/2010 Ken Snyder (mow lots Green Hill /Walnut Bottom) $210.00 8/12/2010 PP&L (Waggoners Gap Road) $50.45 8/17/2010 Kimberly L. Rhoades (expenses for farm per settlement statement) $3,738.36 8/25/2010 Sollenbergers (1789 W. Trindle Road) $7.00 8/25/2010 Carolyn R. McQuillen (taxes -Green Hill lot) $647.60 8/25/2010 Robert Cairnes (taxes -Walnut Bottom Road) $196.85 8/25/2010 Carlisle Borough Tax Account (taxes -Waggoners Gap Road) $2,029.15 Page' DISBURSEMENTS OF PRINCIPAL 8/25/2010 Robin K. Sollenberger (taxes - N. Middleton Township) $2,263.73 8/25/2010 Strickler Agency (insurance for 201 Union Hall Road) $146.00 8/31/2010 Richard Henson (mow at 797 Waggoners Gap Road) $50.00 9/9/2010 PP&L (Waggoners Gap Road) _ $123.59 9/9/2010 Ken Snyder (mow lots Green Hill /Walnut Bottom) $240.00 9/9/2010 N. L. Minich & Sons (rental repairs) $1,408.09 9/22/2010 Sollenberger's (notary stamp) $5.00 9/28/2010 PP&L (Waggoners Gap Road) $78.38 9/28/2010 _ Wert's Hauling (work done on stove 221 N. Middleton Road) $30.00 9/28/2010 Tangers Appliance (purchase of stove for 221 N. Middleton Road) $625.35 10/4/2010 parts for 1950 Ford) Automotive of York ( $18.94 10/4/2010 _ _ LISPS (stamps) $17.60 _ 10/12/2010 _ Borough of Carlisle (water bill Waggoners Gap Road) $70.00 10/12/201 0 North Eastern Supply (repairs to 221 N. Middleton Road) $6.84 _ 10/20/2010 ers Gap _R_o_ ad) n Richard Henson (mow at 797 Waggo $100.00 _ 11/8/2010 _ _ Sollenbergers (notary stamp) ____ $5.00 11/9/2010 PP&L (Waggoners Gap Road) $64.86 ____ 11/9/2010 CRF Mechanical (repairs at 221 N. Middleton Road) $282.95 11 /9/2010 at 797 Waggoners Gap Road) __ Richar Henson (work done $68.75 11 /9/2010 _ Register of Wills (short certificates) $15.00 11/16/2010 Alphagraphics (copy expense for inheritance tax return and inventory) $9.06 11/16/2010 Postmaster (mailing of inheritance tax return and inventory) $33.91 12/7/2010 Strickler Agency (insurance for 201 Union Hall Road) $146.00 12/7/2010 PP&L (Waggoners Gap Road) $84.22 12/7/2010 North Eastern Supply (repairs to 221 N. Middleton Road) $8.37 12/8/2010 Postmaster (overnight mail of inheritance tax return to executrix) $18.30 12/10/2010 Ken Snyder (mow lots Green Hill /Walnut Bottom) $210.00 12/10/2010 Register of Wills (inheritance tax due) $100,546.54 12/13/2010 Register of Wills (filing fee for inheritance tax return and inventory) $30.00 12/13/2010 Register of Wills (additional probate fees assessed) $300.00 12/13/2010 Register of Wills (short certificates) $15.00 12/13/2010 Alphagraphics (copy expense for inheritance tax return and inventory) $6.78 12/20/2010 CRF Mechanical (repairs at 221 N. Middleton Road) $189.84 12/20/2010 CRF Mechanical (repairs at 201 Union Hall Road) $76.91 12/20/2010 Borough of Carlisle (water bill Waggoners Gap Road) $65.94 12/20/2010 Gingrich Memorial (monument/Waggoners Cemetery) $100.00 12/20/2010 Sollenberger's (notary stamp) _ $5.00 1/27/2011 PP&L (Waggoners Gap Road) $231.33 1/27/2011 PP&L (Waggoners Gap Road) $249.99 1 /27/2011 CRF Mechanical (repairs at 221 N. Middleton Road) $100.08 2/3/2011 N. L. Minich & Sons (snow remova1797 Waggoners Gap Road) $205.61 3/9/2011 PP&L (Waggoners Gap Road) $220.96 Page 8 DISBURSEMENTS OF PRINCIPAL 3/9/2011 N. L. Minich & Sons (snow removal 797 Waggoners Gap Road) _ $78.74 3/9/2011 Strickler Agency (insurance for 201 Union Hall Road) $146.00 3/29/2011 Register of Wills (filing fee for supplemental inheritance tax return and inve $30.00 4/1/2011 Register of Wills (inheritance tax due) _ __ $1,718.50 4/1/2011 Register of Willis __ $30.00 4/5/2011 N. L. Minich & Sons (snow remova1797 Waggoners Gap Road) $26.87 4/5/2011 4/5/2011 PP&L (Waggoners Gap Road) ~ Borough of Carlisle (water bill Waggoners Gap Road) ____ _ _ $120.83 _ $65.94 4/5/2011 Rodney Fraker (return of security deposit for 201 Union Hall Road) ~ _ $550.00 4/21/2011 Check order from Deluxe _ $21.75 4/20/2011 Richard Henson (mow at 797 Waggoners Gap Road and 201 Unio__n Hall Rd $100.00 4/27/2011 Robin K. Sollenberger (taxes - N. Middleton Township) $357.00 4/27/2011 Carolyn R. McQuillen (taxes -Green Hill lot) $167.34 4/27/2011 Rodney Fraker (reimburse oil purchase at 201 Union Hall Road) _ $349.00 4/27/2011 Carlisle Borough Tax Account (taxes -Waggoners Gap Road) ___ $852.65 4/28/2011 PP&L (Waggoners Gap Road) _ _ _ $115.50 4/28/2011 PP&L (201 Union Hall Road) _ $27.70 5/6/2011 Richard Henson (mow Waggoners Gap Road and Union Hall Road) __ $110.00 5/10/2011 Automotive of York (part for 797 Waggoners Gap Road -belt) _ $18.94 5/17/2011 Richard Henson (mow Waggoners Gap Road and Union Hall Road) _ , $100.00 5/18/2011 Frederick Mutual Insurance (797 Waggoners Gap Road) _ _~ _ $264.50 6/3/2011 Ken Snyder (mow lots Green Hill) _ _ __ $300.00 6/3/2011 Richard Henson (mow Waggoners Gap Road and Union Hall Road) __ _ $120.00 6/3/2011 PP&L (201 Union Hall Road) _ $37.34 6/15/2011 Register of Wills (penalty and interest on supplemental return) _ _ $16.23 _ 6/15/2011 PP&L (Waggoners Gap Road) __ $75.30 6/15/2011 Borough of Carlisle (water bill Waggoners Gap Road) -- , $72.90 _ 6/15/2011 Richard Henson (mow Waggoners Gap Road and Union Hall Road) $120.00 _ 7/12/2011 PP&L (201 Union Hall Road) $36.92 7/12/2011 PP&L (Waggoners Gap Road) $49.89 7/12/2011 Ken Snyder (mow Green Hill lot) $300.00 7/18/2011 Richard Henson (mow Waggoners Gap Road) $60.00 7/27/2011 PP&L (Waggoners Gap Road) __ _ $53.33 7/27/2011 PP&L (201 Union Hall Road) $26.17 _ 7/27/2011 Strickler Agency (insurance for 201 Union Hall Road) $146.00 7/27/2011 USPS (stamps) $8.80 8/3/2011 Sollenbergers (201 Union Hall Road /notary /title) __ $39.50 8/17/2011 Postmaster $3.93 8/20/2011 Jeff Morret (roof repair 201 Union Hall Road) $325.00 8/22/2011 North Middleton Township (permit for 201 Union Hall Road) $10.00 8/22/2011 Richard Henson (mow Union Hall Road) $50.00 8/24/2011 D & D Septic (Union Hall Road} $30.00 Page9 DISBURSEMENTS OF PRINCIPAL 8/25/2011 Carolyn R. McQuillen (taxes -Green Hill lot) $963.63 8/26/2011 Johnson Duffie (title search) $125.00 _ 8/30/2011 Ken Snyder (mow Green Hill lot) $300.00 8/30/2011 North Eastern Supply (repairs to 201 Union Hall Road) $57.32 8/30/2011 PP&L (201 Union Hall Road) $34.10 9/1/2011 Strickler Agency (insurance for Green Hill lot) $21.00 9/23/2011 Lowe's (new lock at 201 Union Hall Road) _ $26.35 9/23/2011 Ken Snyder (mow at Green Hill lot -final) _ $120.00 10/6/2011 Penn DOT (title for 1954 Chevy truck) _ $22.50 10/6/2011 Sollenberger's (notary for 1954 Chevy truck) _ __$17.00 10/28/2011 Alphagraphics (copy expense for second supplemental inheritance tax retu $5.28 10/28/2011 Register of Wills (fiing fee for second supplementlal inheritance tax return) $30.00 10/28/2011 Register of Wills (inheritance tax due) $12,092.20 10/31/2011 N. L. Minich & Sons (reverse 1954 Chevy truck) $200.00 Alphagraphics (estimated cost of copy expense for final accounting) $20.00 Register of Wills (estimated fiing fee for final accounting) _ $980.00 Postmaster (estimated cost of mailing final accounting to heirs) $30.00 TOTAL ADMINISTRATIVE EXPENSES: $164,246.98 DATE FEES AND COMMISSIONS Michael L. Bangs, Esquire ___ $28,000.00 _ Boyer & Ritter (accountant fee) (fiduciary income tax returns) _____ $395.00 Boyer & Ritter (accountant fee) (fiduciary income tax returns) $395.00 Kimberly L. Rhoades (executrix fee) $25,000.00 TOTAL FEES: $53,790.00 TOTAL DISBURSEMENTS OF PRINCIPAL: $233,283.90 Page ~Q PROPOSED SCHEDULE OF DISTRIBUTION OF REMAINING PRINCIPAL AND INCOME NAME DISTRIBUTION PREVIOUS DISTRIBUTIONS TO BENEFICIARIES Specific bequest of 151 North Middleton Road, Lot 1, Plan Book B, Page 108 to Kimberly L. Rhoades per Item IV of Will $519,000.00 Remington 730 30 odd 6 pump to Charles Minich per Item III of Will $525.00 Stevens 22 single shot Little Scout to Chris Bottoms per Item III of Will $150.00 Ithica 37 12 gauge pump to Scott Rhoades per Item III of Will $175.00 Westernfield Model 30 12 gauge to Bill Feuchtenberger per Item III of Will $100.00 Martin 60 22 Long Rifle to Ed Feuchtenberger per Item III of Will $100.00 Baby crib to Patricia Minich per Item III of Will $50.00 Grandfather clock to Kimberly Rhoades per Item III of Will $200.00 Charles N. Minich, Jr. _ $100,000.00 Michelle M. Bottoms $100,000.00 Charlene Feuchtenberger $100,000.00 Teresa K. Barrick $100,000.00 Carla Feuchtenberger $100,000.00 Kimberly L. Rhoades ___ $100,000.00 Carrie R. Minich _$50,000.00 _ _ Marshall M. Minich, Jr. $10,000.00 ___ $1,180,300.00 TOTAL AVAILABLE FOR FINAL DISTRIBUTION $339,949.39 PROPOSED DISTRIBUTION Charles N. Minich, Jr. $56,658.24 Michelle M. Bottoms $56,658.23 Charlene Feuchtenberger $56,658.23 Teresa K. Barrick _ _ _ __ $56,658.23 Carla Feuchtenberger $56,658.23 Kimberly L. Rhoades $56,658.23 $339,949.39 Page 11 AFFIDAVIT Kimberly L. Rhoades, Executrix the Estate of Nelson L. Minich, deceased, hereby declares under oath that she has fully and faithfully discharged the duties of her 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 her 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. ~ , ~~~ im L. Rhoades SUBSCRIBED AND SWORN TO BEFORE ME THIS -1--~-DAY OF ~~''~. ~r~-.~ , ZO12. OMM NWEACTH OF PENNSYLVANIA NOTARIAL SEAL f WenAy K. Straub, Notary Public "' `1' , ~ ~ '~ ¢ ~_~ y I Lower Allen Township, Cumberland County' i r' *~ ~~ -`-~',(~~' ~, ~ ~_~ ,(f-~'`~ , My Commission Expires May 10, 2015 Notary Public REQUEST FOR DISTRIBUTION Accountant requests that distribution be determined by the Court in accordance with the Schedule of Proposed Distribution filed as part of this account. ~k~j c ~~~,,~'~/ Kim oades Page 12 DECEDENT'S ESTATE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA ORPHANS' COURT DIVISION ESTATE OF Nelson L. Minich No. 21-10-0309 DECEASED PETITION FOR ADJUDICATION / STATEMENT OF PROPOSED DISTRIBUTION PURSUANT TO Pa. O.C. Rule 6.9 This form may be used in all 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 any; the papers required under items 8-19 inclusive; and any instrument pertinent to the adjudication. n ~- ~ ~~} rte. -::r ~ T ' ~ ,-~ -...~ T, -i- 14., 1 INCL UDE ATTACHMENTS AT THE BACK OF THIS FORM. ~ ` , __ ~ r ;^ r, r c.r° --~, Name of Counsel: Michael L. Bangs Supreme Court i.D. No.: 4I263 Name of Law Firm: Bangs Law Office, LLC Address: 429 South 18th Street, Camp Hill, PA 17011 Telephone: (717) 730-7310 Fax:~717Z730-7374 Form OC-01 rer. 10.!3.06 Page 1 Of 10 Estate of Nelson L. Minich ,Deceased 1. Name(s) and address(es) of Petitioner(s): Name: Kimberly L. Rhoades Address: 191 Union Hall Road 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: 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 March 13, 2010 ®/ Letters Testamentary or ©Letters of Administration were granted to Petitioner(s) on March 26. 2010 Date of Will (if applicable): September 2, 2009 Date(s) of Codicil(s) (if applicable): N/A Date of probate (ifdifferent from date Letters granted): March ~~_ 2~1 ~ Was a bond required? DYes 0 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: The Sentinel: 3/31. 4/7 and 4/14/1(1 Cumberland Law Journal: 4/9, 4/16 and 4/23/10 Form OC-0! rev. !0.!3.06 Page 2 of 10 Estate of Nelson L. Minich Deceased 3. Was decedent survived by a spouse? ............................. ©/ Yes Q No If yes, name of the surviving spouse: Carrie L. Minich 4. Has the surviving spouse filed to take an elective share? ............. DYes 0 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 0 No Were any children born to decedent after execution of Y / N Will or Codicil(s)? ........................................... ® es Q 0 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 0 No ForntOC-01 Yev. io.~3.n6 Page 3 of 10 Estate of Nelson L. Minich Deceased 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): Hormoc-o~ Yev. ~o.i3.o6 Page 4 of 10 Estate of Nelson L. Minich Deceased 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 Litem has or has not been 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 Letters granted. N/A roYm oc-oi Yev. ~a13.o6 Page 5 of 10 Estate of Nelson L. Minich ,Deceased 0. 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 Claimant Amount of Claim Claim Will Claim Admitted? Be Paid /n Full? None DYes Q Yes ONo 0 No Yes Yes ONo ~No DYes DYes ~No Q 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. 11. Was family exemption claimed? ................................ Yes ©/ No Was family exemption allowed? ................................ Yes ONo Family exemption claimant's name and relationship: Name: Carrie R. Minich Relationship: SpOUSe Fore, oc-ol rev. lo.l3.n6 Page 6 of 10 Estate of Nelson L. Minich ,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 Payment /merest 12/13/2010 100,546.54 4/1 /2011 10/28/2011 1,718.50 16.23 12,092.20 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? ................... Q 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: N/A B. Has notice of the question requiring adjudication been given to the parties identified in Paragraph 9 above? .................. Q Yes Q No 15. 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. Form OG01 rev. !0.13.06 Page 7 of 10 Estate of Nelson L. Minich Deceased 16. Had the decedent been adjudicated an incapacitated person? .......... 0 Yes 0 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. B. Has notice of the additional receipts and disbursements been given to the parties identified in Paragraph 9 above? ............. ~ Yes 0 No 18. If a reserve is requested, state amount and purpose. Amount: Purpose: 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 ONo If so, attach a copy of the notice. 19. Is the Court being asked to direct the filing of a Schedule of Distribution? .......................... DYes ~No As to real estate only? ........................................ DYes 0/ No Formoc-o~ rev. ~n.~3.o6 Page 8 of 10 Estate of Nelson L. Minich 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 Distributee(s) Amount/Proportion *See attached proposed Schedule of Distribution B. Principal: Proposed Distributee(s) Amount/Proportion *See attached proposed Schedule of Distribution Submitted By: (All petitioners must sign. Add additional lines if necessary): ~~~ Name of etitioner: Kimberly L. Rhoades Name of Petitioner: Form OC-Ot rev. 10.13.06 Page 9 Of 1 ~ Estate of Nelson L. Minich ,Deceased Verification of Petitioner (Verification must be by at least one petitioner.) The undersigned hereby verifies * [that r,eisne is of the above-named name of~orpo,-Qao„ 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). G ~~ Sign 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 beyond the responses herein. ~i ~ j , V ~ ~ - Signa ure of Counsel for etitioner Form OG01 rev. 10.13.06 Page 1 ~ Ofd ~ PETITION FOR ADJUDICATION /STATEMENT OF PROPOSED DISTRIBUTION PURSUANT TO Pa. O.C. RULE 6.9 Question 9(A). State each party's relationship to the decedent and the nature of each party's interest(s): NAME AND ADDRESS RELATIONSHIP INTEREST Michelle M. Bottoms Granddaughter one-sixth of residue 3203 Brentwood Drive of estate Wilson, NC 27896 Carla Feuchtenberger Granddaughter one-sixth of residue Post Office Box 353 of estate Newville, PA 17241 Charlene L. Feuchtenberger Granddaughter one-sixth of residue 129 Beetem Hollow Road of estate Newville, PA 17241 Charles N. Minich, Jr. Grandson one-sixth of residue 411 Easy Road of estate Carlisle, PA 17015 Kimberly L. Rhoades Granddaughter one-sixth of residue 191 Union Hall Road of estate Carlisle, PA 17013 Teresa K. Barrick Granddaughter one-sixth of residue Post Office Box 87 of estate Plainfield, PA 17087 $~1~TC,S I.~~ O~IC~, LLC 429 SOUTH 18T" STREET CAMP HILL, PA 17011 E-mail: mikeban~s(awerizon.~et PHONE: 717-730-7310 FAX: 717-730-7374 MICHAEL L. BANGS, Attorney-at-Law WENDY K. STRAUB, Paralegal May 17, 2012 WILLIAM E. MILLER, JR. Of Counsel HAND DELIVERED c . Glenda Farner Strasbaugh, Register of Wills ~ c; p=y -: ~- Cumberland County Courthouse r~~ _, ~'P '; ~ _ One Courthouse Square -" .r ~. ~. Carlisle, PA 17013 :=-' ~ ~`' - ~_ _ --~: RE: Estate of Nelson L. Minich `-' ` ~ ~ ___ _ ; File No. 21-10-0309 r J ;.:. `.-~ ~._ _~., ~_. Dear Mrs. Strasbaugh: Enclosed you will find the following: 1. The original and one copy of a First and Final Account of the Executrix, Kimberly L. Rhoades. 2. The original Petition for Adjudication /Statement of Proposed Distribution. 3. A check in the amount of $730.00 to pay the filing fee for the accounting. Please note that the gross value of the estate is $1,753,533.29. The first full advertisement of the Estate was made on April 9, 2010. The amount of the proposed distributions to the heirs is $339,949.39. I will be sending a true and correct copy of the First and Final Account along with the Proposed Schedule of Distribution to the heirs of the estate and will file a Certificate of Service with your office. I understand that the confirmation of the Account will occur on June 19, 2.012. Very truly yours, Michael L. Bangs wks Enclosures cc: Mrs. Kimberly L. Rhoades