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HomeMy WebLinkAbout07-26-12~ I g~~,'1~~. ~ DECEDENT'S ESTATE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA ORPHANS' COURT DNISION ESTATE OF ROBERT E. WAGNER DECEASED No. 21-11-0131 PETITION FOR ADJUDICATION / STATEMENT OF PROPOSED DISTRIBUTION PURSUANT TO Pa. O.C. Rule 6.9 N ~° ~.. ~ c ~~ ~ e~ c? ~-- t.~ ;.~ -•P.~ cry _- ; C7 D ~, _..~ ~ ~ c__ C: .c jc:~ ~~~ c;~ i ~) In 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. INCL UDE ATTACHMENTS AT THE BACK OF THIS FORM. Name of Counsel: Bridget M. Whitley, Esq Supreme Court I.D. No.: 33580 Name of Law Firm: SkarlatosZonarich LLC Address: 17 S. 2nd St., 6th Floor, Harrisburg, PA 17101 Telephone: 717-233-1000; 888-851-5628 Fax: 717-233-6740 Form OG01 rev. 10.13.06 Page 1 of 10 Estate of ROBERT E. WAGNER ,Deceased 1. Name(s) and address(es) of Petitioner(s): Name: Gregory S. Chelap, Esq. Address: 106 N. 25th Street Camp Hill, PA 17011 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 January 27, 2011 ® Letters Testamentary or ®Letters of Administration were granted to Petitioner(s) on February 1.2011 Date of Will (fapplicable): June 11, 1990 Date(s) of Codicil(s) (f applicable): n/a Date of probate (if different from date Letters granted): Was a bond required? ~I'es ~ 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, Feb. 8, 15, and 22, 2011; Cumberland Law Journal, February 18 and 25, and March 4, 2011 Form OC-01 rev. 10.13.06 Page 2 of 10 Estate of ROBERT E. WAGNER Deceased 3. Was decedent survived by a spouse? ............................. Yes ~ No If yes, name of the surviving spouse: 4. Has the surviving spouse filed to take an elective share? ............. Yes ®No (See Section 2201 et s_g. of the Probate, Estates and Fiduciaries Code) If yes, date of electi 5. In the case of an intestacy, state the names of the decedent's surviving children or surviving issue of deceased children (rf none, so state): 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 Form OC-01 rev. 10.13.06 Page 3 of 10 Estate of ROBERT E. WAGNER 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): Address of Each Party in and Debra L. Schulz (formerly Daughter Sanderson) 555 Matmor Road Woodland, CA 95776 Jnterest Residue of Estate Gregory S. Chelap Friend Specific bequest of 106 N 25th St Cash equivalent to Camp Hill, PA 17011 15% of the gross estate Forn oc-oJ rev. ]0.13.06 Page 4 of 10 Estate of ROBERT E. WAGNER 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 12.4). 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. Form OC-01 rev. 10.13.06 Page S Of I O 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. Estate of ROBERT E. WAGNER 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 Claimant Amount of Claim Claim Will Claim Admired? Be Paid In Full? None ®Yes ^Yes ®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. 11. Was family exemption claimed? ................................ ^Yes ®No Was family exemption allowed? ................................ ®Yes ®No Family exemption claimant's name and relationship: Name.• Relationship: Form OC-01 rev. 10.13.06 Page 6 of 10 Estate of ROBERT E. WAGNER 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 Interest 4/19/2011 9,500.00 4/25/22012 (refund) -1,076.28 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 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 OC-Ol rev. 10.13.06 Page 7 of 10 Estate of ROBERT E. WAGNER 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. B. Has notice of the additional receipts and disbursements been given to the parties identified in Paragraph 9 above? ............. ®Yes ®No 18. If a reserve is requested, state amount and purpose. ,„,,,,,~,. 1,000.00 Puy°se: Preparation of fiduciary income tax returns; filing fee for accounting; postage and other disbursements 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 F°rm oc-ol rev. 10.13.06 Page 8 of 10 Estate of ROBERT E. WAGNER 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) Debra L. Schulz Per Article THIRD, Paragraph (b) of the Last Will and Testament of the Decedent B. Principal: Proposed Disdibutee(s) Debra L. Schulz Per Article THIRD, Paragraph (b) of the Last Will and Testament of the Decedent AmoundProportion All income Amount/Proportion All principal Submitted By: (All petitioners must sign. Add additional lines if necessary): Name ciregory ~. t;netap, esq. Fo.,n oc-o~ rev. 10.13.06 Page 9 of 10 Name of Petitioner: Estate of ROBERT E. WAGNER Verification of Petitioner (Verification must be by at least one petitioner.) Deceased The undersigned hereby verifies * [that heishe is title of the above-named name of 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). Signa r etitioner * 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. • /~'/ Signature Counsel for Petitioner Form oc-oi rev. 10.13.06 Page 10 of 10 IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA ORPHANS' COURT DIVISION IN THE MATTER OF THE ESTATE OF No. 21-11-0131 ROBERT E. WAGNER, DECEASED CERTIFICATE OF NOTICE I, Bridget M. Whitley, Esquire, Attorney for the Executor, Gregory S. Chelap, hereby certify that I have given notice as required by Pa. O.C. Rule 6.3 and C.C.O. C.R. Rule 6.3-1, together with a copy of the First and Final Account of Gregory S. Chelap, Executor of the Estate of Robert E. Wagner, and the Petition for Adjudication/Statement of Proposed Distribution Pursuant to Pa. O.C. Rule 6.9 upon the parties interested in this proceeding by depositing a true and correct copy of the same in the United States mail, first-class postage prepaid, addressed as follows: Debra L. Schulz 555 Matmor Road Woodland, CA 95776 Gregory S. Chelap 106 N. 25th Street Camp Hill, PA 17011 Copies of these notices are attached to this certificate. Date: Z1 SkarlatosZonarich, LLC By: ~ ~/ R Bridget .Whitley, Esq. Sup. Ct. No. 33580 17 S. 2"d Street - 6th Floor Harrisburg, PA 17101 Attorneys for Executor IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA ORPHANS' COURT DIVISION IN THE MATTER OF THE ESTATE OF ROBERT E. WAGNER, DECEASED No. 21-11-0131 NOTICE OF AUDIT To the following beneficiaries of the Estate of Robert E. Wagner: Debra L. Schulz 555 Matmor Road Woodland, CA 95776 Gregory S. Chelap 106 N. 25th Street Camp Hill, PA 17011 NOTICE is hereby given that the First and Final Account of Gregory S. Chelap, Executor of the Estate of Robert E. Wagner, deceased, late of the Borough of Camp Hill, Cumberland County, Pennsylvania, will be filed in the Office of the Clerk of the Orphans' Court Division of the Court of Common Pleas of Cumberland County, Pennsylvania on or before July 27, 2012, and that the Clerk will present the same to the Court for confirmation, audit and distribution on August 28, 2012. Any person who objects to the transactions shown in the Account must file written objections with the Clerk on or before 9 a.m. on August 28, 2012, or the Court may otherwise assume that no objections exist or that any objections have been waived. A copy of the First and Final Account of the Executor (including all attachments and exhibits), and the Petition for Adjudication/Statement of Proposed Distribution Pursuant to Pa.O.C. Rule 6.9 are enclosed herewith. If you have questions concerning the enclosed documents, please contact the undersigned. SkarlatosZonarich, LLC Bridget .Whitley, Esq. Sup. Ct. No. 33580 17 s. 2ND Street - 6th Floor Harrisburg, PA 17101 Attorneys for Executor Date: ~ 3 a ~ / Z ME7TE, EVANS & WOODSIDE ATTORNEYS A7 LAW HARRISBURG, PENNSYLVANIA 17108-0729 ±~~st tll ~e~ttt~nent OF ROBERT E. WAGNER I, ROBERT E. WAGNER, of the Borough of Camp Hill, Cumberland County, Pennsylvania, declare this to be my last Will, hereby revoking all prior wills and codicils. FIR T: The expenses of my last illness and funeral shall be paid from my estate. SE OND: I hereby give and bequeath all my property, real and personal, to my spouse, SHIRLEY M. WAGNER, if my said spouse survives me by thirty (30) days. THIRD: In the event my spouse predeceases me or does not survive me by thirty <30) days, I give and devise said property as follows: (a) FIFTEEN (15%) PERCENT of my gross estate shall be paid to my close friend and financial advisor, GREGORY S. CHELAP, if living. This fifteen (15%) percent bequest shall be paid free and clear of all Pennsylvania inheritance taxes. <b) All the residue of my estate, from which payment of all taxes, debts and administrative expenses shall be made, shall be paid to~my daughter, DEBRA L. SANDERSON, if living, otherwise to her issue, per stirpes. Page 1 ' FQURTH: I appoint my Executor as ~r , Guardian to hold for minors (issue of my daughter) all property payable by law to a guardian appointed by my Will and use the same for the minor's maintenance and education, either directly or by ,, ~ payment to any person selected to disburse it, whose receipt shall be a complete acquittance therefor. All unexpended income and '~_~ principal shall be paid to the minor at majority. For purposes of this Will, majority shall be construed to be when the individual attains the age of twenty-one (Z1) years. FIFTH: All taxes, interest and penalties thereon payable by reason of my death with respect to r property comprising my gross estate, whether or not passing under this Will, shall be paid from the principal of my residuary estate. SIXTH: No interest of any beneficiary ~; ~' ! under this Will or any codicil hereto shall be subject to ~ anticipation or voluntary or involuntary alienation, and the ' personal receipt of such beneficiary shall be the sufficient and only discharge of my Executor and Trustee unless otherwise provided herein. SEVENTH: In addition to powers given by law, my Executor and his successors and any guardian acting hereunder shall have the following discretionary powers applicable to all real and personal property held by them, effective without court order and until actual distribution: (a) To retain all property received by them including the stock of any corporate fiduciary acting hereunder, provided such property remains productive; Page 2 ~°i >:•'J (b) To compromise controversies; (c) To exchange or sell for cash, property or credit, publicly or privately, or to lease, even for a term exceeding five (5) years or the duration of the trusts hereunder, without liability on the purchasers or lessees to see to application of ~~, the consideration, and to give options for these purposes without obligation to repudiate them in favor of a higher offer; i (d) To distr•3bute in cash or kind or both at such valuations as they may fix; (e) To hold investments in the name of a nominee; (f) To distribute in cash or kind or partly in each at valuations fixed by them; and (g) To undertake any and all acts deemed necessary and proper by them for the proper and advantageous management of any trust and the settlement of my estate. EIGHTH: Any person who shall have died within thirty (30) days of my death, shall be deemed to have predeceased me. Any person (other than myself) who shall have died at the same time as any then recipient of income or in a common disaster with such beneficiary, or under such circumstances that it is difficult or impossible to determine who died first, shall be deemed to have predeceased such beneficiary. NI TH: I appoint my friend and financial advisor, GREGORY S. CHELAP, of 1841 Creekview Drive, New Cumberland, Pennsylvania, as Executor of this my Will. No i Page 3 fiduciary acting hereunder shall be required to post bond or enter security in any jurisdiction. IN WITNESS WHEREOF, I have hereunto set my hand and seal ~l'~ day of •~v'u~ 199th, to this and the this preceding three <3) pages, and I have also placed my initials on each preceding page for better identification and greater security. EAL) BERT E. WA NER SIGNED, SEALED, PUBLISHED and DECLARED by the above- named Testator, ROBERT E. WAGNER, as and for his Last Will and Testament, in the presence of us, who at his request, in his presence and in the presence of each other, have hereunto subscribed our names as witnesses: Residing at.~o Gu '~~t^" ~~" n ,cGD~ ~.4- / ~ ~ l Residing at 3/ N• ~y~" ~' V" ' 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, vlz: Februar 18 Februar 25 and March 4 2011 Affiant further deposes that he is authorized to verify this statement by the Cumberland Law Journal, a legal periodical of general cir;,ulation, 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. ~-- isa Marie Coyne, E itor SWORN TO AND SUBSCRIBED before me this 4 of March. 2011 Wa~aer, Robert E., deed. Late of Camp Hill Borough, Executor: Gregory S. Chelap, Es- quire, 17 S. 2nd Street, 6th Floor, Harrisburg, PA 17101. Attorney: Gregory S. Chelap, Es- quire, 17 S. 2nd Street, 6th Floor, Harrisburg, PA 17101. Notary NOTARIAL SEAL DEBORAH A COLLINS Notary Public CARLISLE BOROUGH, CUMBERLAND COUNTY My Commission Expires Apr 28, 2014 PROOF OF PUBLICATION State of Pennsylvania, County of Cumberland Jackie Cox, Sales Director 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 aforesaid, was established December 13~, 1881, since which date THE SENTINEL 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 regular editions and issues of THE SENTINEL on the following day(s): February 8 15 & 22 2011 COPY OF NOTICE OF PUBLICATION ESTATE NOTICE LETTERS TESTAMENTARY in the ESTATE OF ROBERT E. WAGNER, late of Camp Hill Borough, Cumberland County, Pennsylvania, deceased, having been granted to the undersigned. All persons indebted to the said Estate are requested to make immediate payment and those having claims to present the same without delay to: GREGORY S. CHELAP 17 South 2nd Street, 6th Floor Harrisburg, PA 17101 Affiant further deposes that he/she is not interested in the subject matter of the aforesaid notice or advertisement, and that all allegations in the foregoing statement as tfa-tr~ne, place and character of publication My commission expires: NOTARIAL SEAL BAMBIANN HECKENDORN Notary Public CARLISLE BOROUGH, CUMBERLAND CNTY (vly Commission Expires Jan 27, 2014 Notary Public Sworn to and ' ~~~/ COURT OF COMMON PLEAS OF CUMBERLAND, PA ORPHANS' COURT DIVISION File No. 21-11-0131 FIRST AND FINAL ACCOUNTING OF Gregory Chelap, Executor For Estate of Robert E. Wagner Date of Death: Date of Appointment: January 27, 2011 February O1, 2011 Date of First Complete Advertisement February 18, 2011 Accounting for the Period: January 27, 2011 to June 30, 2012 Purpose of Account: The above fiduciary offers this account to acquaint interested parties with the transactions that have occurred during his/her administration. It is important that the account be carefully examined. Requests for additional information, or questions, or objections, can be discussed with: SkarlatosZonarich LLC 17S2ndStFL6 Harrisburg, PA 17101 Bridget M. Whitley, Esq. (717)233-1000 Supreme Court I.D. No. 33580 r-.~ 1 ' ~7 rr~ C ~ -~ CX'3 -iJ _ ~° ~' ~ _- i ~ , ev ~ , __ r,rr-~r ~ rn za v~ ~ f ~ ~. "Yi ~ ~..- ~1 ~ ~ n~ Estate of Robert E. Wagner Summary of Account Principal page Receipts 2 Net Gain on Sales or Other Dispositions 4 Less Disbursements: Debts of Decedent Funeral Expenses Administrative Expenses Federal, State, & Local Taxes Fees & Commissions Balance Before Distributions Less Distributions to Beneficiaries Total Principal Balance On Hand For Information: Unpaid Expenses Income Receipts Balance Before Distributions Total Income Balance on Hand For Information: Verification Combined Balance on Hand $ 15,646.04 3,340.00 12,886.81 10,059.72 13,593.50 8 $ 189,792.51 0.00 $ 189,792.51 55,526.07 $ 134,266.44 15 $ 97,147.81 $ 97 147 81 16 $ 3 7,118.63 17 18 $ 697.13 $ 697.13 $ 0.00 20 $ 697.13 21 $ 37,815.76 Estate of Robert E. Wagner Receipts of Principal Cash and Cash Equivalents Inventory Value 1/27/2011 Cash in House $ 4,541.00 Cash in Van 300.00 Cash in Wallet 390.00 Erie Insurance Group -Refund 53.00 Erie Insurance Group -Premium Refund 3 53.00 Erie Insurance Group -Refund 28.00 Metro Bank Balance after deducting outstanding checks on date of death. 2,972.10 Metro Bank IRA -payable to estate as beneficiary 23,751.91 PA Department of Revenue - uncashed checks 2,410.46 PNC Bank Checking Account No. 5140125801 17,680.33 PNC Bank IRA Account No. 65001007233 (payable to estate at DOD) 11,862.01 Interest to Date of Death 5.25 PNC Bank Savings Account No. 5080592888 21,028.27 Proceeds from gun sale 1,500.00 Proceeds from sale of compressor 200.00 Proceeds from sale of generator 325.00 Proceeds from sale of orange plane 150.00 Proceeds from sale of remote tow truck, two monster trucks and safe 1,200.00 Page 1 (2) Receipts of Principal (Continued) Cash and Cash Equivalents Proceeds from sale of snowblower Proceeds from the sale of pressure washer The Patriot News -refund Total Cash and Cash Equivalents Tangible Personal Property 2001 Ford Van 2008 Ford Explorer Total Tangible Personal Property Miscellaneous Tri County Lodge Death Gratuity Total Miscellaneous Real Property Residence located at 319 N. 19th Street, Camp Hill, Cumberland County, PA Total Real Property Total Inventory Receipts Subsequent to Inventory 04/17/2012 US Treasury payment Total Receipts Subsequent to Inventory Total Receipts of Principal Inventory Value 1/27/2011 $ 600.00 250.00 3 7.20 4,450.00 14,000.00 $ 750.00 $ 89,637.53 18,450.00 750.00 $ 80,785.98 $ 169.00 Page 2 80,785.98 $ 189 623.51 $ 189,792.51 $ 169.00 (3) Estate of Robert E. Wagner Gains and Losses on Sales or Other Dispositions of Principal 2/2/2011 Collection Cash in Wallet Net Proceeds $ 390.00 Carried at 390.00 2/7/2011 Collection Erie Insurance Group -Premium Refund Net Proceeds $ 353.00 Carried at 353.00 2/7/2011 Collection Metro Bank Balance after deducting outstanding checks on date of death. Net Proceeds $ 2,972.10 Carried at 2,972.10 2/7/2011 Collection Metro Bank IRA -payable to estate as beneficiary Net Proceeds $ 23,751.91 Carried at 23,751.91 2/7/2011 Collection PA Department of Revenue - uncashed checks Net Proceeds $ 2,410.46 Carried at 2,410.46 2/7/2011 Collection PNC Bank Checking Account No. 5140125801 Net Proceeds $ 17,680.33 Carried at 17,680.33 2/7/2011 Collection PNC Bank IRA Account No. 65001007233 (payable to estate at DOD) Net Proceeds $ 11,862.01 Carried at 11,862.01 Page 1 Net Gain Net Loss (4) Gains and Losses on Sales or Other Dispositions of Principal (Continued) Net Gain Net Loss 2/7/2011 Collection PNC Bank Savings Account No. 5080592888 Net Proceeds Carried at 2/11/2011 Sale 2008 Ford Explorer Net Proceeds Carried at 2/18/2011 Collection The Patriot News -refund Net Proceeds Carried at 3/4/2011 Sale Proceeds from sale of compressor Net Proceeds Carried at 3/4/2011 Sale Proceeds from sale of generator Net Proceeds Carried at 3/4/2011 Sale Proceeds from sale of orange plane Net Proceeds Carried at 3/4/2011 Sale Proceeds from the sale of pressure washer Net Proceeds Carried at 3/16/2011 Sale 2001 Ford Van Net Proceeds Carried at Page 2 $ 21,028.27 21,028.27 $ 14,000.00 14,000.00 $ 37.20 3 7.20 $ 200.00 200.00 $ 325.00 325.00 $ 150.00 150.00 $ 250.00 250.00 $ 4,450.00 4,450.00 (5) Gains and Losses on Sales or Other Dispositions of Principal (Continued) Net Gain Net Loss 3/23/2011 Collection Proceeds from sale of remote tow truck, two monster trucks and safe Net Proceeds Carried at 4/5/2011 Collection Erie Insurance Group -Refund Net Proceeds Carried at 4/7/2011 Sale Proceeds from sale of snowblower Net Proceeds Carried at 5/18/2011 Sale Residence located at 319 N. 19th Street, Camp Hill, Cumberland County, PA Net Proceeds Carried at 5/27/2011 Sale Proceeds from gun sale Net Proceeds Carved at 6/14/2011 Collection Tri County Lodge Death Gratuity Net Proceeds Carried at 7/15/2011 Collection Cash in House Net Proceeds Carried at 7/15!2011 Collection Erie Insurance Group -Refund Net Proceeds Carried at Page 3 $ 1,200.00 1,200.00 $ 28.00 28.00 $ 600.00 600.00 $ 80,785.98 80,785.98 $ 1,500.00 1,500.00 $ 750.00 750.00 $ 41.00 41.00 $ 53.00 53.00 (6) Gains and Losses on Sales or Other Dispositions of Principal (Continued) 4/17/2012 Collection US Treasury payment Net Proceeds Carried at Total Gains and Losses No Gain or Loss Page 4 Net Gain $ 169.00 169.00 $ 0.00 $ $ 0.00 (7) Net Loss 0.00 Estate of Robert E. Wagner Disbursements of Principal Date Paid Amount Paid Debts of Decedent Borough of Camp Hill -Sewer 2/14/2011 Total Borough of Camp Hill - Sewer Chase 2/28/2011 4/5/2011 Total Chase Comcast Cable 2/28/2011 5/24/2011 Total Comcast Cable Daniel and Teresa Haberkamp 2/18/2011 Total Daniel and Teresa Haberkamp Penn Waste Trash Service 3/22/2011 6/9/2011 7/7/2011 Refund Total Penn Waste Trash Service Pennsylvania American Water 2/28/2011 Page 1 $ 150.00 $ 150.00 $ 97.79 73.84 $ 171.63 $ 9.26 18.52 $ 27.78 $ 2,023.41 $ 2,023.41 $ 45.75 45.75 (66.87) $ 24.63 $ 28.14 (8) Date Paid Debts of Decedent Pennsylvania American Water 3/22/2011 4/26/2011 5/25/2011 6/9/2011 Total Pennsylvania American Water Pennsylvania Municipal Retirement System -Return of pension 5/ 12/2011 Total Pennsylvania Municipal Retirement System -Return of pension PPL Electric 3/22/2011 4/27/2011 5/25/2011 7/15/2011 16.71 15.14 13.50 16.65 $ 161.10 128.04 33.73 53.83 5.36 Total PPL Electric Santander Consumer USA car loan 2/18/2011 ~ 4/5/2011 Refund of overpayment Total Santander Consumer USA car loan Disbursements of Principal (Continued) Amount Paid 11,626.59 (22.98) 90.14 161.10 $ 220.96 $ 11,603.61 Page 2 (9) Date Paid Debts of Decedent Schultz Landscaping -Snow Removal 2/ 14/2011 3/22/2011 Total Schultz Landscaping -Snow Removal UGI 2/28/2011 6/9/2011 7/15/2011 Refund of overpayment Total UGI US Treasury 2/23/2012 2010 Federal income tax 4/13/2012 2010 Personal income tax Total US Treasury Verizon 2/ 14/2011 3/22/2011 4/5/2011 5/17/2011 7/21/2011 8/24/2011 Total Verizon Page 3 Disbursements of Principal (Continued) Amount Paid $ 130.00 195.00 $ 159.98 276.5 8 (3.41) $ 66.00 28.55 $ 45.22 36.51 34.92 34.81 107.85 60.77 (10) 325.00 433.15 94.55 320.08 Date Paid Debts of Decedent Total Debts of Decedent Funeral Expenses Hetrick-Bitner Funeral Home 3/22/2011 $ Total Hetrick-Bitner Funeral Home Total Funeral Expenses Administration Expenses Cumberland Law Journal -Estate Advertising 2/3/2011 $ 75.00 $ 15,646.04 $ 3,340.00 $ 3,340.00 Total Cumberland Law Journal - Estate Advertising $ 75.00 Expenses relating to the sale of 319 N. 19th Street, Camp Hill, PA 5/18/2011 $ 6,000.00 Total Expenses relating to the sale of 319 N. 19th Street, Camp Hill, pA $ 6,000.00 Gregory Chelap 4/1/2011 Travel expenses reimbursement $ 21.93 Total Gregory Chelap $ 21.93 Gregory S. Chelap 2/24/2011 Personal Representative commission $ 4,565.00 Total Gregory S. Chelap $ 4,565.00 Ian Spitzer -Appraisal of real estate 3/2/2011 $ 400.00 Total Ian Spitzer -Appraisal of real estate $ 400.00 Disbursements of Principal (Continued) Amount Paid 3,340.00 Page 4 (11) Disbursements of Principal (Continued) Date Paid Amount Paid Administrati on Expenses Janet L. Miller -Fee for Tax Certification 4/19/2011 $ 5.00 7/21 /2011 5.00 Total Janet L. Miller -Fee for Tax Certification $ 10.00 Janet L. Miller, Tax Collector - 2011 CoBoro RE Taxes 4/5/2011 $ 763.22 Total Janet L. Miller, Tax Collector - 2011 CoBoro RE Taxes $ 763.22 Nick Chelap 2/23/2012 Preparartion of decedent's final $ 275.00 income tax returns Total Nick Chelap $ 275.00 Register of Wills -Non-subscribing witness fee 2/1/2011 $ 20.00 Total Register of Wills - Non-subscribing witness fee $ 20.00 Register of Wills 10/20/2011 Fee to file tax return and inventory $ 30.00 Total Register of Wills $ 30.00 Schultz Landscaping -Lawn Care 6/13/2011 $ 101.76 Total Schultz Landscaping -Lawn Care $ 101.76 Skaraltos & Zonarich LLC -Costs Page 5 (12) Disbursements of Principal (Continued) Date Paid Amount Paid Administration Expenses Skaraltos &Zonarich LLC -Costs 2/10/2011 $ 3.08 2/24/2011 7.04 5/25/2011 453.45 Total Skaraltos &Zonarich LLC - Costs The Sentinel -Estate Advertisin $ 463.57 g 4/6/2011 $ 161.33 Total The Sentinel -Estate Advertising Total Administration Expenses $ 161.33 Federal and State Taxes $ 12,886.81 Penna. Dept. of Revenue 2/23/2012 Fiduciary income tax $ 17.00 Total Penna. Dept. of Revenue Register of Wills $ 17.00 4/19/2011 $ 9,500.00 4/25/2012 Refund of overpayment (1,076.28) Total Register of Wills US Treasury $ 8,423.72 2/23/2012 Fiduciary income tax $ 1,619.00 Total US Treasury Total Federal and State Taxes $ 1,619.00 Fees and Commissions $ 10,059.72 Register of Wills 2/1/2011 $ 343.50 Page 6 (13) Disbursements of Principal (Continued) Date Paid Fees and Commissions Register of Wills Total Register of Wills Skarlatos &Zonarich LLC 2/24/2011 Total Skarlatos &Zonarich LLC Total Fees and Commissions Total Disbursements of Principal Page 7 Amount Paid $ 13,250.00 $ 343.50 $ 13,250.00 $ 13,593.50 $ 55,526.07 (14) Estate of Robert E. Wagner Distributions of Principal to Beneficiaries Distribution Value Gregory S. Chelap 5/27/2011 Cash $ 16,093.37 6/27/2011 Cash 10,483.00 10/19/2011 Cash 1,867.37 Total To or For Beneficiary $ 28,443.74 Debra L. Schulz (Sanderson) 7/13/2011 Cash $ 68,704.07 Total To or For Beneficiary $ 68,704.07 Total Distributions of Principal to Beneficiaries Total Distributions of Principal Page 1 $ 97,147.81 $ 97,147.81 (15) Estate of Robert E. Wagner Principal Balance On Hand Inventory Value Page 1 Cash and Cash Equivalents Estate checking account ~ 37,118.63 $ 37,118 63 Total Cash and Cash Equivalents Total Balance on Hand $ - 37118.63 (16) Page 1 Estate of Robert E. Wagner Unpaid Principal Ezpenses Skarlatos & Zonarich LLC Reserve for additional filing fees and tax prepazation Total Skarlatos & Zonarich LLC Total Total Unpaid Ezpenses (17) $ 1,000.00 $ 1 000.00 ~ 1 000.00 $ 1,000.00 Income Collected Estate checking account 2/28/2011 Interest 3/31 /2011 Interest 4/30/2011 Interest 6/30/2011 Interest 7/31 /2011 Interest 9/30/2011 Interest 9/30/2011 Interest 10/31 /2011 Interest 11/30/2011 Interest 12/31 /2011 Interest 1 /31 /2012 Interest 2/29/2012 Interest 3/31 /2012 Interest 4/30/2012 Interest 5/31 /2012 Interest 6/30/2012 Interest Metro Bank Balance after deducting outstanding checks on date of death. 2/7/2011 Interest PNC Bank IRA Account No. 65001007233 (payable to estate at DOD) 2/7/2011 Interest Less accrued portion Page 1 Estate of Robert E. Wagner Receipts of Income 47.09 59.70 54.77 171.79 56.75 34.17 33.06 33.61 31.55 32.63 32.57 21.08 21.62 20.99 22.37 21.66 0.36 (18) 6.61 (5.25) $ 695.41 0.36 Receipts of Income (Continued) PNC Bank IRA Account No. 65001007233 (payable to estate at DOD) 1.36 Total Income Collected Total Income Received Page 2 $ 697.13 $ 697.13 (19) Estate of Robert E. Wagner Income Balance On Hand Inventory Value Page 1 Cash and Cash Equivalents Estate checking account 697.13 $ 697.13 Total Cash and Cash Equivalents Total Balance on Hand Gregory Robert E. of $ 697.13 (20) Estate of Robert E. Wagner VERIFICATION GREGORY CHELAP, Executor of Robert E. Wa finer, hereby declares under oath that said executor has fully and faithfully discharged the duties of their office; that the foregoing First and Final Ac and fully discloses all significant transactions occurring during the accounting eriod• t count is true and correct against the Estate have been paid in full; that to their knowledge there are no claims rio~hat ail known claims Estate; and that all taxes presently due from the Estate have been paid; and that the r outstanding against the Testamentary and the first complete advertisement thereof occured more than four mo t of Letters the foregoing First and Final Account. nths before the filing of This statement is made subject to the penalties of 18 Pa. C.S.A. Section 04 relatin falsification to authorities. ~ g to unsworn Dated: ~ ~ c~ Zb r 2 regory Chelap