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HomeMy WebLinkAbout08-30-12~G ~~3,53 DECEDENT'S ESTATE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA ORPHANS' COURT DIVISION r....~ P"'°+' J --gym, ~ I ...,. t~.,j _ ~,~"'") Z^a. ~` .. - t~ ~ __ • • t~ -,{., L• ~... `~, ESTATE OF 1ANE M. TURNBAUGH ;DECEASED No 21-2010- 003 81 .PETITION FOR ADJUDICATION STATEMENT OF PROPOSED DISTRIBUTION PURSUANT TO Pa: O.C. Rule G.9 This form may be used in all cases involving the .Rudit of the recount 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. INCLUDEATTACHMENTSAT THE BACK OF T.~IIS FORIVI. Name of Counsel: Ann E. Rhoads, Esquire Supreme Court I.D. No.: 49631 Name of Law Firm: Cleckner and Fearen Address: 119 Locust St., P. 0. Box 11847, Harrisbur , PA 17108-1847 Telephone: (717) 238-1731 Fax: (717) 238-8481 Forrn OGOI rev. 1 Q.13A6 Page 1 of 10 hu? Estate of JANE M. TURNBAUGH 1. Names} and address(es) of Petitioners}; Janet M. Ahrens ~v~~: 18 D'Shibe Terrace Address: Vineland, NJ 08.360 Deceased 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 February 7, 2010 ^ Letters Testamentary or mLetters of Administration were granted to Petitioners} on M.~ 1 01? Date of Will (if applicable}: N/A Date(s) of Codicils} (f applieable~: N/A Date of probate cif different frofn date Letters granted): 'Was a bond required? "Yes ~No if yes, state amount: ~ 5.0,000 Are proofs of advertising of the grant of Letters attached? ......... ~] Yes ~ No Dates of advertising of the grant of Letters: Cumberland Law Journal -June 4, 1 1 and 18, 2010; The Patriot News -May 29, June 5 and 12, 2010 Form OC-41 rev. 1 D.13. o~ Page 2 of 10 Estate of JANE M. TURNBAUGH Deceased 3. Was decedent survived by a spouse? ............................. ^Yes Q No If yes, name of the surviving spouse: 4. Has the surviving spouse filed to take an elective share? ............. ^Yes ~No (See Section 220.1 et s_.,..~. of the Probate, Estates and Fidueia~ies Code) N/A 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}: None. 6. Did decedent marry after execution of Will or Codicils)? ........... ^Yes /^ No Were any children born to decedent after execution of Will or Codicils}? ..........................:................ ^Yes ~ No If yes, give names and dates of birth: Name, Date of Birth: 7. If required by the Medical Assistance Estate Recovery Act, d2 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; ~ Of 1 O Estate of JANE M. TURNBAUGH ,Deceased 8. Written notice of the Audit as required by Pa. O.C. Rules ~.3, ~.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 emit-led to Notice is not sui juris (e.g., minors or incapacitated persons), Notice of the Audit has been ar 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 7s involved, Notice of the Audit has been or will also be given to the Attorney General as required under Pa. U.C. Rule 5.5. In addition, the Attorney General's clearance certificate (ar proof of service of Notice and a copy of such Notice) must be submitted hexewith or at the Audit. 9. List all parties (charitable and non-charitable} of whom Petitioner(s) haslhave notice or knowledge, having or claiming any interest in the estate as beneficiaries under the Will or Codicils) 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}: Narrre and ~4ddress of Each Party in Interest st. o omas urn aug 18 D'Shibe Terrace Vineland, NJ 08360 Relationship and Conrmer~ts, if c state of brother. Mr. Turnbaugh sur- vived Decedent, but died on October 9, 2011. .Interest Sole intestate heir. Form OC-01 rev, ~o.~~.o~ Page 4 of 10 Estate of JANE M. TURNBAUGH Deceased B. Identify each party who is not sui juYis (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 kan of such party, giving the name, address and relationship of each. C. State why a Petition for Guardian/Trustee ~d Lite~z has or has not been filed for this Audit (see Pa. O.C. Rule 1 Z. 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. No distribution to beneficiary is proposed. Janet M. Hock Ahrens was appointed Executrix of the Estate of Thomas E. Turnbaugh by the Register of Wills for Dauphin County, Pennsylvania, on January 24, 2012 (Docket No. 2212-0088). Form ~C-OI Y~v: To.13.g6 Page 5 of 10 Estate of JANE M. TURNBAUGH Deceased l 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 Lach Claimant Amount of Claim Claim Will Claim Admitled? Be Paid In Full? Commonwealth of PA $ 2 5 0,12 8.5 5 ~/ Yes ~ Yes Dept. of Public Welfare ~© QNo Bureau of Program Integrity Estate Recovery Program P.O. Box 8486, Hbg., PA 17105 Estate of Steven C. Turnbaugh $3,428.94 Yes ^Yes 18 D'Shibe Terrace ~]No ~/ No Vineland, NJ 08360 Verizon Pennsylvania, Inc. $160.71 ~/ Yes Yes c/o Midland Credit Manage- To ~o ment, Inc. P. 0. Box 60578 Los Angeles, CA 80060-0578 - []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. l 1. Was family exemption claimed? ................................ Yes /~Io Was family exemption allowed? ................................ ^Yes ~No Family exemption claimant's name and relationship: Narne: Form DC-01 rev. 10.13.1Ib Relationship:, '~ Page 6 of l0 Estate of JANE M. TURNBAUGH Deceased l2. 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 No Pennsylvania Inheritance Tax 13. an the date of death, was the decedent a fiduciary {personal representatives trustee, guardian, agent under power of attorney} or surety on the bond of a fiduciary? ................... ^ Yes /0 No If yes, provide the naz~e of the estate, indicate whether an accounf has been flied 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? .................. DYes ^ 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. NONE. Form oc ~r rev. IQ.r3.oa Page 7 of 10 Estate of 1ANE M. TURNBAUGH ,Deceased ld. Had the decedent been adjudicated an incapacitated person? .......... ~ 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. l7. 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. $500.00 -Filing Fee and Postage ~~a~~r: $150.00 -Preparation of Final Income Tax Return Purpose: $10,146.00 -Personal Representative's Fee $10,796.00 Total 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 NO RESERVE FOR COUNSEL FEES -THEY HAVE BEEN PAID IN FULL. If so, attach a copy of the notice. l 9. Is the Court being asked to direct the fling of a Schedule of Distribution? .......................... ^Yes /[~I~To As to real estate only? ....................:................... ^Yes ONo Form OC-01 rev. 1 D.13.Od Page $ of ~ 0 ESTATE OF JANE M. TURNBAUGH N0. 21-2010-00381 SCHEDULE OF ORDER OF PREFERENCE UNDER PA. C.S. 3392 AND PROPOSED PAYMENTS Claim for medical and hospital services provided to Decedent within six (6) months of her death (20 Pa. C.S. X3392 (3) ) Commonwealth of Pennsylvania Department of Public Welfare $ 14,797.80 $ 14,797.80 Claim for medical and hospital services (20 Pa. C.S. X3392 (5. 1) ) (total claim $235, 330.75) 99, 779.60 All Other Claims (20 Pa. C.S. X3392(6)) Estate of Steven C. Turnbaugh (total claim $3,428.94) $ 0.00 Verizon Pennsylvania (total claim $160.71) 0.00 0.00 TOTAL PROPOSED DISTRIBUTIONS $114,577.40 Estate of JANE M. TURNBAUGH ,Deceased Wherefore, your Petitioner{s} ask(s) that distribution be awarded to the parties entitled and suggest{s} that the dis~ibutive shares of income and principal {residuary shares being stated in proportions, not amounts) afire as ~ follows: A, income: Proposed Distrrbutee(s) NONE B. Principal: Proposed Distrrbutee(s} NONE Amaunt/Propartion Amaunt/Propartian Submitted By: All petitioners roust sign. .add additional lines if necessary): `~ ~ Nam f Petitioner: JANET M. AHRENS Name of Petitioner: Farm OC-01 reV. lo.ls.o6 Page 9 of 10 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: June 4, June 11, and June 18. 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. .~. _.., a f ~ i. - -C.._ isa Marie Coyne, ditor S ORN TO AND SUBSCRIBED before me this 18 day of June, 2010 Notary ~rnbaugh, Jane M., deed. Late of Camp Hill Borough. Administratrix: Janet M. Ahrens, 18 DeShibe Terrace, Vineland, NJ 08360. Attorneys: Ann E. Rhoads, Es- quire, Cleckner and Fearen, 119 Locust Street, P.O. Box 11847, Harrisburg, PA 17108-1847. NOTARIAL SEAL DEBORAH A COLLINS Notary Public CARLISLE BOROUGH, CUMBERLAND COUNTY My Commission Expires Apr 28, 2014 The Patriot-News Co. 2020 Technology Pkwy Suite 300 Mechanicsburg, PA 17050 Inquiries - 717-255-8213 CLECKNER AND FEAREN ATTN: ANN E. RHOADS 119 LOCUST STREET P.O. BOX 11847 HARRISBURG ~r,~ ~latriot News Now you know PA 17108 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 severally by the stockholders and board of directors of the said Company and subsequently duly recorded in the office for the Recording of Deeds in and for said County of Dauphin in Miscellaneous Book "M", Volume 14, Page 317. PUBLICATION COPY This ad # 0002069335 ran on the dates shown below: May 29, 2010 June O5, 2010 ~ '. ~ June 12, 2010 ~-- r t r ;, .,~ ~y Sworn to and su scribed before me this 1? day~~f Jurxe, 2010 A.D. ~. _~ ~ ~ ~~ ~,, . ~, -.. ~ r, -~~f''~OI1tW~AL'fH OF PENNSYLVANIA I.___._ fdotaria! Spa! Sherrie L. sClsner, Notary Public Lower paw TwP., oauphln County My ~:.'vmrzisslon Expires Nov. 2b, 2011 ~''le~tr7r=r, Pennsylvania Association of Notaries Notary Public ESTATE Nnnrc NOTICE OF INHERITANCE TAX Pennsylvania ~,. ~ BUREAU OF INDIVIDUAL TAXES APPRAISEMENT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE INHERITANCE TAX DIVISION OF DEDUCTIONS AND ASSESSMENT DF TAX REV-1547 EX AFP c1z-lo) PO BOX 280601 HARRISBURG PA 17128-0601 DATE 04-18-2011 ESTATE OF TURNBAUGH JANE M DATE OF DEATH 02-07-2010 FILE NUMBER 21 10-0381 COUNTY CUMBERLAND ANN E RHOADS ACN 101 PO BOX 11847 APPEAL DATE: 06-17-2011 1 19 L O C U S T S T (See reverse side under Objections ) HBG PA 17108-1847 Amount Remitted MAKE CHECK PAYABLE AND REMIT PAYMENT T0: REGISTER OF WILLS 1 COURTHOUSE SQUARE CARLISLE PA 17013 CUT AL ONG THIS LINE _ -~ R_ETA_IN LOWER POR_TION FOR YOUR RECORDS E--- REV-15 47 EX AFP C12-10~ NOTICE OF INHERITANCE _ _ ______________ TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF: TURNBAUGH JANE MFILE N0 .:21 10-0381 ACN: 101 DATE: 04-18-2011 TAX RETURN WAS: C X) ACCEPTED AS FILED C ) CHANGED APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1 . Real Estate (Schedule A) C1) 121 , 991.00 NOTE: To ensure proper 2. Stocks and Bonds (Schedule B) C2) .00 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) C4) •00 tax payment. 5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) C5) 151 , 408.82 6. Jointly Owned Property (Schedule F) C6) .00 7. Transfers (Schedule G) (7) .0 0 8. Total Assets c8) _ 273 , 399.82 APPROV ED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedu le H) C9) 51,095.74 10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 320 , 658.36 11 . Total Deductions C11) 371 , 754.10 12. Net Value of Tax Return C12) 98,354.28- 13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) t13) .0 0 14. Net Value of Estate Subject to Tax C14) 98,354.28- 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 d ate. ASSESSMENT OF TAX: 15. Amount of Line 14 at Spousal rate C15) .00 X 00 = .0 0 16. Amount of Line 14 taxable at Lineal/Class A rate C16) .00 x 04 5 = .0 0 17. Amount of Line 14 at Sibling rate C17) .00 X 12 = .0 d 18. Amount of Line 14 taxable at Collateral/Class B rate C18) .00 X 15 = .0 0 19. Principal Tax Due C19)= .0 0 TAX CREDITS: PAYMENT DATE RECEIPT NUMBER DISCOUNT 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. +c 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 June 24, 2010 CLECKNER & FEAREN ANN E RHOADS ESQUIRE 119 LOCUST ST P O tSVX 11tS47 HARRISBURG PA 17108-1847 Re: Jane Turnbaugh CIS #: 690159674 SSN: ###-##-0271 Date of Death: 02/07/2010 Dear Attorney Rhoads: Please be advised that the Department of Public Welfare maintains a claim in the amount of $250,128.55 against the above-mentioned estate. This claim is for restitution of medical assistance granted on behalf of the decedent for which the Probate Estate is now responsible to reimburse the Department according to Act 49, 62 P.S. 1412, effective August 15, 1994, as amended by Act 20-95, effective June 30, 1995. Enclosed is the Department's itemized statement of claim. A portion of this medical expense, namely $14,797.80, was incurred during the last six months of the decedent's life; therefore, it is a Class 3 claim pursuant to Section 3392 of the Decedents, Estates, and Fiduciaries Code, 20 Pa. C.S.A. 3392(3). The balance of the claim, namely $235,330.75, is to be entered as a priority Class 5.1 claim against the estate,. Please acknowledge receipt of this letter and advise whether the Commonwealth's claim is admitted and when payment may be expected. If the estate accounting is complete, please provide a copy. If the estate contains real estate, please provide copies of the deed, the latest tax assessment, and a current appraisal, if available. Sincerely, ,rte Elizabeth D. James TPL Program Investigator 717-772-6397 717-772-6553 FAX Enclosure Estate of JANE M. TURNBAUGH Verification of Petitioner ~Verif cation must be by at Ieast one petitioner.) Deceased The undersigned hereby verifies ~ ~~I~~X#~xxxxxxxxxxx~ccxxxxxxxxxxxxxxxxxxxxxxxxxxxxxx ~'~'~~x~~c~~xxxxxxxxxxxxxxxxxxxxxx~cxx~XXxX~,,~x , XxXXX,~~ 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~~ Signa e of Petitioner JANET M. AHRENS * Corporate petitioners must complete bracketed in, forr~ratio~a. Certification of Counsel The undersigned counsel hereby certif es that the foregoing Petition for Ad,~udicationl Statement of Proposed Distribution is a true and accurate repr©duction. of the form Petition authorized by the Supreme Court, and that no changes to the form have been made beyond the responses herein. ~.:. Signature of Counsel for Petitioner ANN E. RHOADS Forte oc or rev. ~o.ls.o6 Page 1 ~ of 1 O CLECKNER ,nN~ FEAREN ATTORNEYS AT LAW 1 19 LOCUST STREET P.O. BOX 1 1847 HARRISBURG, PENNSYLVANIA 1 71 08-1 847 TELEPHONE: (717) 238-1731 DENNIS J. SHATTO FAX: (717) 238-8481 ANN E_ RHOADS August 30, 2012 Janet M. Ahrens, Administratrix of the Estate of Steven C. Turnbaugh 18 D'Shibe Terrace Vineland, NJ 08360 RE: Estate of Jane M. Turnbaugh No. 21-2010-00381 Cumberland County, Pennsylvania Dear Janet: RICHARD W. CLECKNER (1926 - 2004) ROBERT D. HANSON (1916 - 2006) RETIRED: WILLIAM FEAREN The First and Final Account of Janet M. Ahrens, Administratrix of the Estate of Jane M. Turnbaugh, Deceased, will be presented by the Clerk to the Orphans' Court Division for audit, confirmation and distribution at the Cumberland County Courthouse, One Courthouse Square, Carlisle, Pennsylvania, 17013, at 9:00 a.m. on October 9, 2012. I enclose a copy of the First and Final Account and the Petition and Proposed Schedule of Distribution. You will note that the estate is insolvent. If you wish to object to the Account, you must file a written objection no later than 9:00 a.m. on Tuesday, October 9, 2012. Otherwise, any objections will be deemed to have been waived. Please contact me if you need further information or have any questions regarding the Account. Very truly yours, CLECKNER AND FEAREN Ann E. Rhoads AER : j at Enclosures cc: Janet M. Ahrens, Administratrix (w/o encl.) CLECKNER AND FEAREN ATTORNEYS AT LAW 1 19 LOCUST STREET P.O. BOX 1 1847 HARRISBURG, PENNSYLVANIA 1 71 08-1 847 TELEPHONE: (717) 238-1731 DENNIS J. SHATTO FAX: (717) 238-8481 ANN E. RHOADS August 30, 2012 Midland Credit Management, Inc. P. 0. Box 60578 Los Angeles, CA 90060-0578 RICHARD W. CLECKNER (1926 - 2004) ROBERT D. HANSON (1916 - 2006) RETIRED: WILLIAM FEAREN RE: Estate of Jane M. Turnbaugh No. 21-2010-00381 Cumberland County, Pennsylvania Your Account No.: 8540374117 (original creditor: Verizon Pennsylvania, Inc.) Dear Ladies and Gentlemen: The First and Final Account of Janet M. Ahrens, Administratrix of the Estate of Jane M. Turnbaugh, Deceased, will be presented by the Clerk to the Orphans' Court Division for audit, confirmation and distribution at the Cumberland County Courthouse, One Courthouse Square, Carlisle, Pennsylvania, 17013, at 9:00 a.m. on October 9, 2012. I enclose a copy of the First and Final Account and the Petition and Proposed Schedule of Distribution. You will note that the estate is insolvent. If you wish to object to the Account, you must file a written objection no later than 9:00 a.m. on Tuesday, October 9, 2012. Otherwise, any objections will be deemed to have been waived. Please contact me if you need further information or have any questions regarding the Account. Very truly yours, CLECKNER AND FEAREN Ann E. Rhoads AER: j at Enclosures cc: Janet M. Ahrens, Administratrix (w/o encl.) CLECKNER ,4ND FEAREN ATTORNEYS AT LAW 1 19 LOCUST STREET P.O. BOX 1 1847 HARRISBURG, PENNSYLVANIA 1 71 08-1 847 TELEPHONE: (717) 238-1731 DENNIS J. SHATTO FAX (717) 238-8481 ANN E. RHOADS August 30, 2012 Commonwealth of Pennsylvania Department of Public Welfare Bureau of Program Integrity Division of Third Party Liability Estate Recovery Program P. 0. Box 8486 Harrisburg, PA 17105-8486 Attention: Elizabeth D. James, TPL Program Investigator RE: Dear Ms. James: Estate of Jane M. No. 21-2010-00381 Cumberland County, Turnbaugh Pennsylvania RICHARD W. CLECKNER (9926 - 2004) ROBERT D. HANSON (1916 - 2006) RETIRED: WILLIAM FEAREN The First and Final Account of Janet M. Ahrens, Administratrix of the Estate of Jane M. Turnbaugh, Deceased, will be presented by the Clerk to the Orphans' Court Division for audit, confirmation and distribution at the Cumberland County Courthouse, One Courthouse Square, Carlisle, Pennsylvania, 17013, at 9:00 a.m. on October 9, 2012. I enclose a copy of the First and Final Account and the Petition and Proposed Schedule of Distribution. You will note that the estate is insolvent. If you wish to object to the Account, you must file a written objection no later than 9:00 a.m. on Tuesday, October 9, 2012. Otherwise, any objections will be deemed to have been waived. Please contact me if you need further information or have any questions regarding the Account. Very truly yours, CLECKNER AND FEAREN Aran E . Rhoads AER:jat Enclosures cc: Janet M. Ahrens, Administratrix (w/o encl.) CLECKNER A-v~ FEAREN ATTORNEYS AT LAW 1 19 LOCUST STREET P.O. BOX 1 1 847 HARRISBURG, PENNSYLVANIA 1 71 08-1 847 DENNIS J. SHATTO ANN E. RHOADS TELEPHONE: (717) 238-1731 FAX: (717) 238-8481 August 30, 2012 RICHARD W. CLECKNER (1926 - 2004) ROBERT D. HANSON (1916 - 2006) RETIRED: WILLIAM FEAREN CERTIFIED MAIL - RETURN RECEIPT REQUESTED Janet M. Ahrens, Administratrix of the Estate of Steven C. Turnbaugh 18 D'Shibe Terrace Vineland, NJ 08360 RE: Estate of Jane M. Turnbaugh No. 21-2010-00381 Cumberland County, Pennsylvania Dear Janet: The First and Final Account of Janet M. Ahrens, Administratrix of the Estate of Jane M. Turnbaugh, Deceased, will be presented by the Clerk to the Orphans' Court Division for audit, confirmation and distribution at the Cumberland County Courthouse, One Courthouse Square, Carlisle, Pennsylvania, 17013, at 9:00 a.m. on October 9, 2012. I enclose a copy of the First and Final Account and the Petition and Proposed Schedule of Distribution. You will note that the estate is insolvent. If you wish to object to the Account, you must file a written objection no later than 9:00 a.m. on Tuesday, October 9, 2012. Otherwise, any objections will be deemed to have been waived. Please contact me if you need further information or have any questions regarding the Account. Very truly yours, CLECKNER AND FEAREN Ann E. Rhoads AER : j at Enclosures cc: Janet M. Ahrens, Administratrix (w/o encl.) CLECKNER AND FEAREN ATTORNEYS AT LAW 1 19 LOCUST STREET P.O. BOX 1 1847 HARRISBURG, PENNSYLVANIA 1 71 08-1 847 DENNIS J_ SHATTO ANN E. RHOADS CERTIFIED MAIL - RETURN RECEIPT REQUESTED TELEPHONE: (717) 238-1731 FAX: (717) 238-8481 August 30, 2012 Commonwealth of Pennsylvania Department of Public Welfare Bureau of Program Integrity Division of Third Party Liability Estate Recovery Program P. 0. Box 8486 Harrisburg, PA 17105-8486 Attention: Elizabeth D. James, TPL Program Investigator RE: Dear Ms. James: Estate of Jane M. No. 21-2010-00381 Cumberland County, Turnbaugh Pennsylvania RICHARD W. CLECKNER (1926 - 2004) ROBERT D. HANSON (7916 - 2006) RETIRED: WILLIAM FEAREN The First and Final Account of Janet M. Ahrens, Administratrix of the Estate of Jane M. Turnbaugh, Deceased, will be presented by the Clerk to the Orphans' Court Division for audit, confirmation and distribution at the Cumberland County Courthouse, One Courthouse Square, Carlisle, Pennsylvania, 17013, at 9:00 a.m. on October 9, 2012. I enclose a copy of the First and Final Account and the Petition and Proposed Schedule of Distribution. You will note that the estate is insolvent. If you wish to object to the Account, you must file a written objection no later than 9:00 a.m. on Tuesday, October 9, 2012. Otherwise, any objections will be deemed to have been waived. Please contact me if you need further information or have any questions regarding the Account. Very truly yours, CLECKNER AND FEAREN Ann E. Rhoads AER: jat Enclosures cc: Janet M. Ahrens, Administratrix (w/o encl.) CLECKNER ,qND FEAREN ATTORNEYS AT LAW 1 19 LOCUST STREET P.O. BOX 1 1847 HARRISBURG, PENNSYLVANIA 1 71 08-1 847 DENNIS J. SHATTO ANN E. RHOADS TELEPHONE: (717) 238-1731 FAX: (717) 238-8481 August 30, 2012 RICHARD W. CLECKNER (1926 - 2004) ROBERT D. HANSON (1996 - 2006) RETIRED: WILLIAM FEAREN CERTIFIED MAIL - RETURN RECEIPT REQUESTED Midland Credit Management, Inc. P. 0. Box 60578 Los Angeles, CA 90060-0578 RE: Estate of Jane M. Turnbaugh No. 21-2010-00381 Cumberland County, Pennsylvania Your Account No.: 8540374117 (original creditor: Verizon Pennsylvania, Inc.) Dear Ladies and Gentlemen: The First and Final Account of Janet M. Ahrens, Administratrix of the Estate of Jane M. Turnbaugh, Deceased, will be presented by the Clerk to the Orphans' Court Division for audit, confirmation and distribution at the Cumberland County Courthouse, One Courthouse Square, Carlisle, Pennsylvania, 17013, at 9:00 a.m. on October 9, 2012. I enclose a copy of the First and Final Account and the Petition and Proposed Schedule of Distribution. You will note that the estate is insolvent. If you wish to object to the Account, you must file a written objection no later than 9:00 a.m. on Tuesday, October 9, 2012. Otherwise, any objections will be deemed to have been waived. Please contact me if you need further information or have any questions regarding the Account. Very truly yours, CLECKNER AND FEAREN Ann E. Rhoads AER: jat Enclosures cc: Janet M. Ahrens, Administratrix (w/o encl.) ~~ ~~~~~ FIRST AND FINAL ACCOUNT OF JANET M. AHRENS, ADMINISTRATRIX ~ .._ ':q ;' , T - j 1 ~Z ~A F o r l l - ~ ~~ ~ . ,, _ ~ _, _+ ~. ~~ . ~ ~ r _('l .. ESTATE OF JANE M . TURNBAUGH, Deceased ~. ~~, > - ~ c~ ,`, ~ ' , 'f ~_._, ..... C-~ ~.._ --.._ LATE OF CAMP HILL BOROUGH ~ =~_- =~~~ - ~"~~~ 4 ` J ~..A J _ .. .:. fr 1 CUMBERLAND COUNTY, PENNSYLVANIA ~ ~~" :: ^ ~ =~~ ;_r; ~._ -- N0. 21-2010-00381 Date of Death: February 7, 2010 Date of Administratrix's Appointment: May 12, 2010 Date of Advertisement of the Grant of Letters: The Patriot News: May 29, June 5 and 12, 2010 Cumberland Law Journal: June 4, 11 and 18, 2010 Accounting for the Period: May 12, 2010 to June 30, 2012 Purpose of Account: Janet M. Ahrens, Administratrix, offers this Account to acquaint interested parties with the transactions that have occurred during her administration. This Account also indicates the proposed distribution of the Estate. It is important that the Account be carefully examined. Requests for additional information or objections can be discussed with: Ann E. Rhoads, Esquire PA Attorney ID #49631 CLECKNER AND FEAREN 119 Locust Street P.O. Box 11847 Harrisburg, PA 17108-1847 (717) 238-1731 SUMMARY OF ACCOUNT Proposed Distribution to Beneficiaries: Principal Receipts Net Losses Less Disbursements: Debts of Decedent Funeral Expenses Administrative Expenses Federal and State Taxes Fees and Commissions Balance Before Distributions Distributions to Beneficiaries Principal Balance on Hand Adjustment to Principal Balance Trrnm.-, Receipts Less Disbursements Income Balance on Hand Combined Balance on Hand $80,958.94 2, 368.00 40,981.16 40.00 24,152.00 $ 0.00 n nn $ 0.00 $406,423.53 -144,477.77 $261, 945.76 -148,500.10 $113,445.66 0.00 $113,445.66 + 1,131.74 $114,577.40 0.00 $114,577.40 - 1 - RECEIPTS OF PRINCIPAL Assets Listed in Inventory (Valued as of Date of Death) Cash Manor Care Refund Federal Employee Life Insurance Proceeds Miscellaneous Coins Prudential Life Insurance Policy #42-028-76 Proceeds (Insured: Steven C. Turnbaugh) Prudential Life Insurance Policy #25-629-961 Proceeds (Insured: Steven C. Turnbaugh) Prudential Life Insurance Policy #25-469-492 Proceeds (Insured: Steven C. Turnbaugh) Manor Care Personal Trust Fund Account Commonwealth of Pennsylvania Treasury Department Unclaimed Property GE Savings & Security Program Account Real Property Real Property situate at 915 Hummel Avenue, Lemoyne, Cumberland County, Pennsylvania Fiduciary Acquisition Value $ 30.42 7,304.53 756.00 6, 172.05 27,943.54 586.82 6, 745.68 996.41 99,767.07 $121,991.00 $150,302.52 121,991.00 - 2 - Stocks and Bonds Four (4) $50 Series EE U.S. Savings Bonds issued 04/1986 $ 363.76 One (1) $25 Series E U.S. Savings Bond issued 08/1957 205.07 568.83 Tangible Personal Property 1993 Nissan Pathfinder automobile $ 1,500.00 Household Goods 6,342.00 7,842.00 TOTAL INVENTORY $280,704.35 Assets Not List in Inventory (Valued as of Date of Receipt) Cash Cash Distribution from Estate of Steven C. Turnbaugh, Deceased $ 92,689.40 GE Death Benefit (Steven C. Turnbaugh) 32,202.78 Federal Income Tax Refund 827.00 $125,719.18 TOTAL RECEIPTS OF PRINCIPAL $406,423.53 - 3 - Gains and Losses on Sales and Other Dispositions Gain Loss 06/2010 Redemption of five (5) Savings Bonds Net Proceeds $568.83 Fiduciary Acquisition Value 568.83 0.00 0.00 11/2010 Auction of Household Goods Net Proceeds $4,122.30 Fiduciary Acquisition Value 6,342.00 $2,219.70 03/2011 Sale of 1993 Nissan Net Proceeds $1,000.00 Fiduciary Acquisition Value 1,500.00 500.00 12/2011 Sale of 915 Hummel Ave., Lemoyne, Cumber- land County, PA Gross Purchase Price $80,000.00 Fiduciary Acquisition Value $121,991.00 41,991.00 03/2012 GE Savings & Security Program Account1 Net Proceeds $0.00 Fiduciary Acquisition Value $99,767.07 99,767.07 NET LOSS $144,477.77 This asset, originally understood to be payable to Decedent's estate, turned out to be payable to the Estate of Steven C. Turnbaugh (Decedent's son who predeceased her). Decedent's estate was the sole beneficiary of the Estate of Steven C. Turnbaugh. - 4 - DISBURSEMENTS OF PRINCIPAL Debts of Decedent 09/13/11 Phelan Halleman & Schmieg, LLP (reinstate mortgage) $ 17,376.78 11/30/11 Accubanc Mortgage Corp. (mortgage payoff) 63,581.96 Funeral Expenses 06/24/10 Musselman Funeral Home $ 2,368.00 $ 80,958.94 2, 368.00 Administrative Expenses 04/09/10 Register of Wills $ 305.50 05/12/10 Register of Wills 35.00 05/07/10 Vital Records 36.00 05/24/10 Register of Wills 8.00 05/24/10 Cumberland Law Journal - legal advertising 75.00 06/04/10 Enders Insurance Associates - fiduciary bond 260.00 06/10/10 Vital Records 36.00 06/24/10 Janet Ahrens - reimburse costs advanced: Ace Home Center 6/2 $ 34.40 Ace Home Center 6/2 10.06 Jim Zeigler - repairs 6/10 223.70 Lodging - 6/1, 6/7, 6/8-6/10 445.15 713.31 07/06/10 Register of Wills 8.00 07/06/10 The Patriot-News - legal advertising 314.12 07/08/10 Cropf Brothers, Inc. - plumbing repairs 475.00 07/15/10 Janet Ahrens - reimburse notary expense 35.00 07/ /10 Checking printing fee 17.99 07/15/10 Tax Claim Bureau - balance 2009 school real estate tax 11.67 - 5 - 07/20/10- 09/15/10 Eileen Bonawitz working cleaning out 915 Humme 1 Ave . 227.5 hrs. @ $10/hr. (5/16/10-9/14/10) 2,275.00 07/28/10 Janet Ahrens - mileage 3/22/12-6/24/10 3,112 mi. @ 50~ 1,556.00 07/28/10 Janet Ahrens - lodging 6/23, 7/19 & 7/20/10 317.08 07/28/10 Safe Deposit Box Fee 45.00 07/28/10 Janet Ahrens - lodging 6/15-6/17/10 254.78 08/03/10 Register of Wills 24.00 08/05/10 Faith A. Nichola - 2010 school real estate taxes 1,006.70 09/02/10 Lemoyne Borough - sewer and refuse 1,144.36 09/02/10 Janet Ahrens - mileage 7/27/10-9/10/10 1,545 mi. @ 50~ 772.50 09/02/10 Janet Ahrens - lodging 8/31-9/2/10 184.80 09/02/10 Janet Ahrens - repay PPL bill 67.67 09/02/10 Cropf Brothers - plumbing services 4,704.50 09/14/10 Behney Oil Co. - heating oil 349.50 09/29/10 1-800-Got-Junk - hauling 558.00 09/29/10 Southern Provinces - hauling (repay Janet Ahrens) 125.00 09/29/10 Janet Ahrens - lodging 9/15-9/17/10 & 9/24/10 307.49 10/08/10 John Mutzabaugh - hauling 2,000.00 10/08/10 Behney Oil Co. 269.00 11/02/10 Behney Oil Co. 207.34 11/10/10 Register of Wills 4.00 12/06/10 Lemoyne Borough - sewer and refuse 120.50 12/22/10 Register of Wills 10.00 01/05/11 Janet Ahrens - mileage 9/15/12-10/28/10 1,605 mi. @ 50~ 802.50 01/05/11 Janet Ahrens - PPL bills 10/27/10 & 12/28/10 111.62 01/05/11 Janet Ahrens - Pa. American Water bills 10/11 & 12/8/10 50.00 01/28/11 Behney Oil Co. 471.00 02/04/11 Behney Oil Co. 492.50 - 6 - 02/04/11 PPL - repay Janet Ahrens 76.39 02/07/11 Register of Wills 30.00 02/08/11 Lemoyne Borough - sewer and refuse 40.50 02/15/11 Register of Wills 30.00 02/22/11 Register of Wills 8.00 03/21/11 Penn Waste, Inc. 45.00 03/21/11 Enders Insurance Associates - fiduciary bond 260.00 3/29/11 Faith A. Nicola - 2011 real estate taxes 479.74 04/07/11 U.S. Treasury - repay post-death annuity payments (03/2010 & 04/2010) 4,327.84 05/16/11 Janet Ahrens - PPL bills 02/2011-05/2011 285.34 05/16/11 Janet Ahrens - Pa. American Water bills 02/2011-04/2011 206.95 06/10/11 Janet Ahrens - Pa. American Water bill 05/2011 53.50 06/10/11 Janet Ahrens - reimb. payment to Todd Webb - lawn maintenance 75.00 06/10/11 Penn Waste, Inc. 45.00 06/24/11 Shearer Locksmith, Inc. 143.10 09/19/11 Federal Express 17.90 10/06/11 Kennedy Enterprise Co. - flood remediation 3,451.50 10/06/11 Penn Waste, Inc. 55.00 10/11/11 Todd Webb - yard maintenance 35.00 10/11/11 Janet Ahrens - reimburse costs advanced: PPL (06/2011-08/2011) $ 98.29 Pa. Am Water (06/2011-09/2011) 160.62 Yard Maintenance (05/2011-08/2011) 210.00 Postage 34.74 503.25 11/17/11 Faith Nicola - tax certification 10.00 11/18/11 Behney Oil Co. 353.00 11/18/11 Kennedy Enterprise Co. - hot water tank and boiler testing 500.00 11/18/11 Peter Brubaker - HVAC service 130.00 11/30/11 Expenses - Sale of Real Estate: Realtor Commission $5,775.00 Realty Transfer Tax 800.00 Seller Assist 1,600.00 8,175.00 12/01/11 Register of Wills 4.00 - 7 - 12/29/11 Janet Ahrens - reimburse costs: Pa. Am. Water $163.58 ppL 99.60 Todd Webb - law n maint. 35.00 298.18 04/23/12 Federal Express 13.96 PPL - 06/2010, 07/2010, 09/2010, and 11/2010 170.71 Pa. Am. Water - 9/2010 & 12/2010 95.87 RESERVE Account Filing Fee and Postage 500.00 $ 40, 981.16 Federal and State Taxes 05/10/11 Pa. Department of Revenue - fiduciary income taxes 40.00 40.00 Fees and Commissions 06/24/10 Archie Diveglia, Esquire legal fees $ 1,000.00 09/02/10 Cleckner and Fearen - partial legal fee 1,800.00 01/28/11 Cleckner and Fearen - partial legal fee 6,765.75 06/10/11 Alan J. Ceperich, CPA - tax returns 285.00 10/11/11 Cleckner and Fearen - balance of legal fee 3,855.25 04/16/12 Alan J. Ceperich, CPA - tax returns 150.00 RESERVE Alan J. Ceperich, CPA - final tax returns 150.00 RESERVE Janet M. Ahrens - administratrix fee 10,146.00 24,152.00 TOTAL DISBURSEMENTS OF PRINCIPAL $148,500.10 DISTRIBUTION OF PRINCIPAL TO BENEFICIARIES NONE Principal Balance on Hand - g - Cash $113,445.66 Adjustment + 1,131.74 ADJUSTED PRINCIPAL BALANCE ON HAND $114,577.40 RECEIPTS OF INCOME NONE DISBURSEMENT OF INCOME NONE INCOME BALANCE ON HAND 0.00 COMBINED BALANCE ON HAND $114,577.40 PROPOSED DISBURSEMENTS OF COMBINED BALANCE ON HAND Claim for medical and hospital services provided to Decedent within six (6) months of her death (20 Pa. C.S. X3392 (3) ) Commonwealth of Pennsylvania Department of Public Welfare $ 14,797.80 $ 14,797.80 Claim for medical and hospital services (20 Pa. C.S. X3392(5.1)) (total claim $235,330.75) 99,779.60 All Other Claims (20 Pa. C.S. X3392(6)) Estate of Steven C. Turnbaugh (total claim $3,428.94) $ 0.00 Verizon Pennsylvania (total claim $160.71) 0.00 0.00 TOTAL PROPOSED DISTRIBUTIONS $114,577.40 PROPOSED DISTRIBUTIONS TO BENEFICIARIES NONE. - 9 - IN RE: IN THE COURT OF COMMON PLEAS . CUMBERLAND COUNTY PENNSYLVANIA ESTATE OF JANE M. TURNBAUGH, ORPHANS' COURT DIVISION Deceased N0. 21-2010-0381 STATEMENT OF PROPOSED DISTRIBUTION Pursuant to Local Rule 6.9-1 of the Orphans' Court of the Ninth Judicial District, Cumberland County, Pennsylvania, and the foregoing First and Final Account of Janet M. Ahrens, Administratrix of the Estate of Jane M. Turnbaugh, deceased, said Administratrix proposes the following distribution of said estate: No distribution is proposed TOTAL PROPOSED DISTRIBUTION TO BENEFICIARIES $0.00 JANET M. AHRENS, Administratrix of the Estate of Jane M. Turnbaugh, deceased, being duly sworn accordingly to law, hereby declares and says that the foregoing Account is just and true and that the grant of letters and first complete advertisement thereof occurred more than four months prior to filing of the account. JANE ~, M . AHRENS j .; Sworn to and subscribed before ~_.. me this ~~~t~,. day of \, ~ <~~' 2012. _~ ~, n _~ , .~ / I~?otary Public 'THOMAS F. ~+IATURO III NdTARY PUBIC OF NEW JERSEY ~+ boon Expi~s Oct 13,2013