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HomeMy WebLinkAbout10-24-12DECEDENT'S ESTATE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA ORPHANS' COURT DIVISION ESTATE OF JOHN E. MILLER DECEASED No. 21-12-0041 PETITION FOR ADJUDICATION / STATEMENT OF PROPOSED DISTRIBUTION PURSUANT TO Pa. O.C. Rule 6.9 ~ .._ ~.. -- _. _. .. , ~--- ~ _. ra.a ~J.7 .~ L:.. _. , ~V+~ ~ _ ~ Jt ^~ ^ ' T _ ! ` ly ~ ~~l e c7 c... ~ -~:`: w `-'' C~ L~ This form may be used in all cases involving the A~d~t 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: Richard C. Snelbaker Supreme Court I.D. No.: 6355 Name of Law Firm: Snelbaker & Brenneman, P.C. Address: 44 West Main Street, Mechanicsburg, PA 17055 Telephone: 717-697-8528 Fax: 7l 7-697-7681 Form OC-0/ rev. 10.13.06 Page 1 of 10 hu~ Estate of JOHN E. MILLER 1. Name(s) and address(es) of Petitioner(s): Name: C. Edward Rogers, Jr., Executor Deceased Address: 200 Westview Drive Mechanicsburg, PA 17055 Identify any executors or administrators who have not joined in the Petition for Adjudication and Statement of Proposed Distribution and state reason: None Is this the first accounting by this fiduciary? ..................... Yes ~ No If not, identify prior accountings, the accounting periods covered, and the date of adjudication of the prior accounting. 2. Decedent died on January 3, 2012 Letters Testamentary or Letters of Administration were granted to Petitioner(s) on Januarv 11.2012 Date of Will (if applicable): January 24, 2008 Date(s) of Codicil(s) (if applicable): N/A Date of probate (if different from date Letters granted): same as above Was a bond required? Yes ~ No If yes, state amount: Are proofs of advertising of the grant of Letters attached? ......... Yes No Dates of advertising of the grant of Letters: The Sentinel, January 19, 26, February 2, 2012 and Cumberland Law Journal, January 27, February 3, 10, 2012 Form OC-0/ rev. 10.13.06 Page 2 of 10 Estate of JOHN E. MILLER 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 2201 et sue. of the Probate, Estates and Fiduciaries Code) If yes, date of election: 5. In the case of an intestacy, state the names of the decedent's surviving children or surviving issue of deceased children (if none, so state): N/A 6. Did decedent marry after execution of Will or Codicil(s)? ........... Yes ~ No Were any children born to decedent after execution of Will or Codicil(s)? ........................................... ®Yes ®No If yes, give names and dates of birth: Name: Date of Birth: 7. If required by the Medical Assistance Estate Recovery Act, 62 P.S. § 1412, was a request for a statement of claim sent to the Department of Public Welfare? .............................. Yes No Form OC-0/ rev. 10.13.06 Page 3 of 10 Estate of JOHN E. MILLER Deceased 8. Written notice of the Audit as required by Pa. O.C. Rules 6.3, 6.7 and 6.8 has been or will be given to all parties in interest listed in item 9 below, all unpaid creditors and all claimants listed in item 10 below. In addition, notice of any questions requiring Adjudication as discussed in item 14 below has been or will be given to all persons affected thereby. A. If Notice has been given, attach a copy of the Notice as well as a list of the names and addresses of the parties receiving such Notice. B. If Notice is yet to be given, a copy of the Notice as well as a list of the names and addresses of the parties receiving such Notice shall be submitted at the Audit together with a statement executed by a Petitioner or counsel certifying that such notice has been given. C. If any person entitled to Notice is not sui juris (e.g., minors or incapacitated persons), Notice of the Audit has been or will be given to the appropriate representative on such party's behalf as required by Pa. O.C. Rule 5.2. D. If any charitable interest is involved, Notice of the Audit has been or will also be given to the Attorney General as required under Pa. O.C. Rule 5.5. In addition, the Attorney General's clearance certificate (or proof of service of Notice and a copy of such Notice) must be submitted herewith or at the Audit. 9. List all parties (charitable and non-charitable) of whom Petitioner(s) has/have notice or knowledge, having or claiming any interest in the estate as beneficiaries under the Will or Codicil(s) or as intestate heirs if there is a complete or partial intestacy: A. State each party's relationship to the decedent and the nature of each party's interest(s): Form OC-0/ rev. 10.13.06 Page 4 of 10 Estate of JOHN E. MILLER 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 Form OC-0/ rev. 10.13.06 Page 5 of 10 Estate of JOHN E. MILLER ,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 Admitted? Be Paid In Full? None Q 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 JOHN E. MILLER 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 3/29/ 12 4/18/12 105,000.00 ___ 6,516.21 Refund, not yet received 276.32 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: N/A B. Has notice of the question requiring adjudication been given to the parties identified in Paragraph 9 above? .................. 0 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. N/A Form OC-01 rev. 10.13.06 Page 7 of 10 Estate of JOHN E. MILLER Deceased l6. Had the decedent been adjudicated an incapacitated person? .......... Yes No If yes, attach a copy of the Order if available; otherwise state the Court, term, number, date, and name of Hearing Judge. 17. A. List or attach a separate list of additional receipts and disbursements since the closing date of the Account. None B. Has notice of the additional receipts and disbursements been given to the parties identified in Paragraph 9 above? ............. Yes No 18. If a reserve is requested, state amount and purpose. Amo~~nt: 5,000.00 PI'rpose: filing fees, accountant fees and other miscellaneous costs associated with the administration of the Decedent's estate. 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 Form OC-0/ rev. 10.13.06 Page 8 of 10 Estate of JOHN E. MILLER 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 Accounting B. Principal: Proposed Distributee(s) Amount/Proportion See Accounting Submitted By: (All petitioners must sign. Add additional lines if necessary): a~ r v ~ '~,, ,~ v-f Name of Petitioner: C. Edward Ro rs, Jr. Executor Name of Petitioner: Form OC-0/ rev. l2 /3.06 Page 9 of 10 Estate of JOHN E. MILLER Verification of Petitioner (Verification must be by at least one petitioner.) The undersigned hereby verifies * [that he~she he of the above-named name of corporation Estate of John E. Miller 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). ~~ > - ~~~,,~ ~` Signature of Petitioner '~ Corporate petitioners must complete bracketed information. is title Executor Deceased 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. 1 Signature of Counsel for Petitioner Form OC-0l rev. 10.13.06 Page 10 of l 0 PROOF OF PUBLICATION State of Pennsylvania, County of Cumberland Iackie 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): anuary 19 and Tanuary 26 and February 2, 2012 COPY OF NOTICE OF PUBLICATION <. ,,,~ ~-EXECUTOR'S NOTI E~~ , Letters Testamentary on the Estate of JOHN E. MILLER; deceased, late of Lower Allen Township, Cumberland County; Pennsylvania, have been granted to the undersigned. ~. All persons knowing'themselves to be indebted to said Estate will. make .;~ ,paymHnt;immediately:, and those~having claims will present therm for' settlement to: . C. Edward Rogers, Jr. 200 Vllestview:britie - ,, , _ Mechanicsburg; PA"1:7055 r Executor SNELBAKER:& BRENNEMAN, P: C. 4~4We$t':Main Street . P:~Q: Bbx 318 <. ~Mechanigsburg,•PA 17055-0318 .Attorneys 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 to time, place and character of publication are trt~1 ~ ~ i ~• i Notary Public My commission expires: NOTARIAL SEAL BA"di81 AIdN HECKENDORN Notary Public CARLISLE BOROUGH, CUt~18ERLAND CNTY iJ~y Comrnissior Expire, Ja~~ 2', ?_014 .,...~-a...,»..a„~,.,,..,.,..,....~.~~, 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-t~ 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, viz January 27, February 3, and February 10, 2012 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. "~. ,~- w ~~~ / Lisa Marie Coyne, Edi r ,~/ SWORN TO AND SUBSCRIBED before me this 10 of February, 2012 Notary Miller, John E., deed. Late of Lower Allen Township. Executor: C. Edward Rogers, Jr., 200 Westview Drive, Mechanics- burg, PA 17055. Attorneys: Snelbaker & Brenne- man, P. C., 44 West Main Street, P.O. Box 318, Mechanicsburg, PA 17055-0318. NOTARIAL SEAL DEBORAH A COLLINS Notary Public CARLISLE BOROUGH, CUMBERLAND COUNTY My Commission Expires Apr 28, 2014 F~~ penns~lvania DEPARTMENT QF PUBLtC WELFARE January 27, 2012 SNELBAKER & BRENNEMAN P C RICHARD C SNELBAKER ESQUIRE 44 W MAIN ST MECHANICSBURG PA 17055 Re: John Miller SSN: ###-##-4067 Dear Attorney Snelbaker: Pursuant to your letter dated January 13, 2012, the Department of Public Welfare (DPW), Estate Recovery Program, has reviewed the information you provided regarding the above-referenced individual. It has been determined that this individual did not receive any type of assistance during the questioned period. Therefore, according to the information you provided, the Department's Estate Recovery Program will not seek any recovery from this estate. If your client applied for Medical Assistance and had an application and/or hearing pending at the time of death, please advise us and provide any additional information that may affect a recovery by our Department. If you have any questions, please feel free to contact me. Sincerely ~ ~~ ~~~. Vince A. Pcrter RECOVery Sectior. Manager (i x.7)772-6604 Bureau or Program i^tegrity ~ Division of Third Party Liability I Recovery Section PO Box 8'+86 ~ Fizrrisburg, Pennsyl~~ania ~ 71.OS-8~F86 SNELBAKER ~ BRENNEMAN, P.C. A PROFESSIONAL CORPORATION ATTORNEYS AT LAW 44 WEST MAIN STREET MECHANICSBURG, PENNSYLVANIA 17055 KEITH O. BRENNEMAN RICHARD C. SNELBAKER- OF COUNSEL 717-697-8528 October 24, T0: Janet M. Stevenson 7875 Rabbit Lane Harrisburg, PA 17112 P. O. BOX 318 FACSIMILE (717) 697-7681 2012 [Certified Mail No. 7010 1670 0001 0650 1742] Josephine M. Wolf C/0 C. Edward Rogers, Jr., Trustee 200 Westview Drive Mechanicsburg, PA 17055 Richard A. Wolf [Certified Mail No. 2477 Riverview Avenue 7010 1670 0001 0650 1759] Reading, PA 19605 Sherri L. Phillips [Certified Mail No. 7875 Rabbit Lane 7010 1670 0001 0650 1766] Harrisburg, PA 17112 Pamela L. Rogers [Certified Mail No. 200 Westview Drive 7010 1670 0001 0650 1773] Mechanicsburg, PA 17055 Ryan Wolf [Certified Mail No. C/0 Richard A. Wolf 7010 1670 0001 0650 1780] 2477 Rive.r_view Avenue Reading, PA 19605 Osmer S. Deming, Esquire [Certified Mail No. Attorney for Stacey Goss 7010 1670 0001 0650 1841] 519 Walnut Street Reading, PA 19601 Stacey Goss [Certified Mail No. 2203 Cullum Drive 7010 1670 0001 0650 1797] Reading, PA 19601 Pine Street Presbyterian Church [Certified Mail No. and Downtown Daily Bread 7010 1670 0001 0650 1803] C/0 Elyse E. Rogers, Esquire Saidis, Sullivan & Rogers 635 North 12th Street, Suite 400 Lemoyne, PA 17043 Central Pennsylvania Food Bank [Certified Mail No. 3908 Corey Road 7010 1670 0001 0650 1810] Harrisburg, PA 17109 SNELBAKER ~ BRENNEMAN, P.C. Estate of John E. Miller, Deceased October 24, 2012 Page 2 Bethesda Mission 2101 North Front Street Harrisburg, PA 17110 [Certified Mail No. 7010 1670 0001 0650 1827] Commonwealth of Pennsylvania [Certified Mail No. Office of the Attorney General 7010 1670 0001 0650 1834] Charitable Trusts and Organizations Section Strawberry Square, 14th Floor Harrisburg, PA 17120 Re: Estate of John E. Miller, Deceased Estate No. 21-12-0041 NOTICE TO PARTIES IN INTEREST The undersigned, as Attorney for C. Edward Rogers, Jr., the Executor of the Estate and under the Last Will and Testament of John E. Miller, Deceased, hereby gives notice to each of the above named persons pursuant to Rule 6.3 of the Pennsylvania Supreme Court Orphans' Court rules as follows: 1. He has filed this date in the office of the Clerk of Orphans' Court and Register of Wills of Cumberland County, Pennsylvania, at Carlisle, PA, the First and Final Account of his administration as such Executor, together with an Inventory, Statement of Proposed Distribution and Petition for Adjudication, true copies of which are enclosed herewith. 2. Said Account and Statement will be presented to a judge of the Orphans' Court Division of the Cumberland County Court of Common Pleas at the Cumberland County Court House, 1 Court House Square, Carlisle, PA 17013, on November 27, 2012 at 9:30 o'clock A.M., prevailing time, at which time said Account will be confirmed and distribution ordered in accordance with said Statement of Proposed Distribution unless written objections are filed prior thereto. 3. You have the right to file written objections to said Account and Statement prior to the confirmation as scheduled above. Verb truly yours, r- ~ . . i` Richard C. Snelbaker RCS:sks Enclosures ~a~ 999. ~~ IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PA. ORPHANS' COURT DIVISION FILE NO: 21-12-0041 FIRST AND FINAL ACCOUNT OF C. Edward Rogers, Jr., Executor For ESTATE OF JOHN E. MILLER LAW OFFICES SNELBAKER SC BRENNEMAN, P.C. Social Security #: Tax I D #: Date of Death: Date of Incapacity, if any: Date of Executor Appointment: Date of First Complete Advertisement: Accounting for the period: 201-16-4067 30-6309093 January 3, 2012 None January 11, 2012 January 19, 2012 January 3, 2012 September 26, 2012 Purpose of Account: C. Edward Rogers, Jr., Executor, offers this Account to acquaint interested parties with the transactions that have occurred during his Administration. It is important that the Account be carefully examined. Requests for additional information, questions or objections can be discussed with: Richard C. Snelbaker Snelbaker & Brenneman, P.C. 44 West Main Street Mechanicsburg, PA 17055 Phone #: 717-697-8528 Supreme Court I.D. No: 06355 Page 1 c7 -- -.:' r Ivy ~ ~'T~.:~ t.~w 1 ,.: , ..,~... i `(: : - _ _ i v _~ ` ~. _ .._ t: + . `y~ _ C: _. _ ... ... .-. i ~~._1 ._,. ,,,? - - _ -- ---r ~ ~..2 ,.._~ _ ~r --r, SUMMARY OF ACCOUNT PRINCIPAL PAGE Receipts 3 $711,071.37 Net Gain on Sales or Disposition 3 10,362.14 $ 721,433.51 Less Disbursements: Debts of Decedent 3 $ 2,863.92 Funeral Expenses 3 355.53 Administration Expenses 3 6,242.50 Family Exemption 4 0.00 Federal, State & Local Taxes 4 111,609.01 Fees and Commissions 4 6,535.56 127,606.52 Balance before Distributions $ 593,826.99 Distributions to Beneficiaries 4 0.00 Principal Balance on Hand $ 593,826.99 For Information: Investments Made 5 $0.00 Changes in Holdings 5 $0.00 INCOME Receipts 5 $ 3,566.13 Less Disbursements 5 $0.00 Balance before Distributions $ 3,566.13 Distributions to Beneficiaries 5 $0.00 Income Balance on Hand $ 3,566.13 COMBINED BALANCE ON HAND $ 597,393.12 Listing of unpaid creditors: 6 Persons interest in the Distribution of Estate 6&7 Proposed Statement of Distribution 8 Affidavit/Verification 9 LAW OFFICES SNELBAKER SC BRENNEMAN, P.C. Page 2 PRINCIPAL RECEIPTS assets Listed on Inventory per copy of attached: $710,975.60 Valued as of Date of Death) ADJUSTMENTS TO INVENTORY 0.00 SUBSEQUENT RECEIPTS 2/22/2012 PA State Employee Retirement System, pension benefit 95.77 TOTAL PRINCIPAL RECEIPTS $711,071.37 PRINCIPAL GAINS OR LOSSES ON SALES OR OTHER DISPOSITIONS GAIN LOSS 3/15/2012 Harsco Corporation, gain on sale of 71.2422 shares 3/19/2012 PNC Bank, N.A., gain on sale of 350.046758 shares of which 1.996886 shares were from dividend reinvestment 3/19/2012 Vanguard, investment account, loss on investment account holdings 3/22/2012 Ameriprise, gain on sale of investment account holdings 3/28/2012 PPL Corporation, loss on sale of 3,143.299 shares TOTAL GAINS AND LOSSES NET GAIN/LOSS TRANSFERRED TO SUMMARY DISBURSEMENTS OF PRINCIPAL LAW OFFICES SNELBAKER SC BRENNEMAN, P.C. DEBTS OF DECEDENT 1/4/2012 U.S. Treasury, 2011 4th quarter estimated tax payment 1 /6/2012 PA Department of Revenue, 2011 4th quarter estimated tax 1/18/2012 Continuing Care RX, medical expense 1/18/2012 James Norton, DPM, medical expense 1 /20/2012 Bethany Village, nursing home care 1 /27/2012 Cardiology Practice, medical expense 3/22/2012 Pinnacle Health Cardiovascular, medical expense FUNERAL EXPENSES 1 /18/2012 Malpezzi Funeral Home, funeral expense 1/18/2012 C. Edward Rogers, Jr., funeral luncheon ADMINISTRATION EXPENSES 2/11/2012 Greenawalt & Company, P.C., preparation of tax return $ 2/12/2012 U.S. Postal Service, postage due to mail tax returns 4/11/2012 Register of Wilts, filing fee for Inheritance Tax return The following items are to be paid upon confirmation of the Accounting: *** Snelbaker & Brenneman, P.C., costs advanced: a. Register of Wills, probate fees 713.50 b. Cumberland Law Journal, advertise 75.00 Executor's Notice c. The Sentinel, advertise Executor's 221.40 Notice *** Reserve for filing fees, accountant fees and other miscellaneous costs associated with the administration of the Decedent's estate _ $ 57.12 $ - 1, 866.47 79.43 13,496.33 4,978.35 $ 15,419.92 $ 5,057.78 $ 10,362.14 1,640.00 144.00 226.12 45.00 762.00 31.30 15.50 $ 2,863.92 $ 94.78 260.75 $ 355.53 215.00 2.60 15.00 1,009.90 5,000.00 $ 6,242.50 Page 3 DISBURSEMENTS OF PRINCIPAL -CONTINUED $0.00 $0.00 $ 83.00 9.80 105,000.00 6,516.21 $ 111,609.01 $ 23.55 50.00 412.01 500.00 5, 550.00 6, 535.56 $ 127,606.52 DISTRIBUTIONS OF PRINCIPAL TO BENEFICIARIES None TOTAL DISTRIBUTIONS OF PRINCIPAL TO BENEFICIARIES PRINCIPAL BALANCE ON HAND FIDUCIARY VALUE AT ACQUISITION 9/26/2012 VALUE LAW OFFICES SNELBAKER SC BRENNEMAN, P.C. FAMILY EXEMPTION FEDERAL STATE & LOCAL TAXES 2/11/2012 PA Department of Revenue, 2011 Income Tax 3/5/2012 Bonnie K. Miller, Tax Collector, Per Capita Tax 3/29/2012 Register of Wills, Agent, estimated Inheritance Tax 4/18/2012 Register of Wills, Agent, balance due on Inheritance Tax FEES AND COMMISSIONS 3/15/2012 Harsco Corporation, trading fees to sell stock 3/19/2012 PNC Bank, N.A., trading fees to sell stock 5/11/2012 PPL Corporation, commission and transfer fee to sell stock The following items are to be paid upon confirmation of the Accounting: *** C. Edward Rogers, Jr., Executor's commission *** Snelbaker & Brenneman, P.C., attorney services TOTAL DISBURSEMENTS OF PRINCIPAL Stocks Jewelry Investment Accounts Cash Less items to be paid upon confirmation of the Accounting as listed on page three and four TOTAL PRINCIPAL BALANCE ON HAND $0.00 $ 114,144.04 200.00 275.00 0.00 428,624.40 609,253.02 167,932.16 -12,059.90 $ 597,393.12 $ 710,975.60 Page 4 INFORMATION SCHEDULES PRINCIPAL INVESTMENTS MADE LAW OFFICES SNELBAKER SC BRENNEMAN, P.C. None TOTAL PRINCIPAL INVESTMENTS MADE CHANGES IN PRINCIPAL HOLDINGS TOTAL CHANGES IN PRINCIPAL HOLDINGS RECEIPTS OF INCOME 2/22/2012 Harsco Corporation, dividends 3/13/2012 PSECU, interest on all accounts from date of death to close 3/18/2012 PNC Bank, N.A, interest on checking and savings from date of death to close 4/10/2012 PNC Bank, N.A., certificate of deposit #31700307419, interest 5/11/2012 PPL Corporation, dividend reinvestment resulting in gain of 40.0419 shares 8/23/2012 Citizens Bank, estate money market account, interest opening to 8/23/12 9/14/2012 PNC Bank, N.A., estate checking account, interest from opening to 9/14/12 9/26/2012 PNC Bank, N.A., certificate of deposit #31000305562, interest 9/26/2012 PNC Bank, N.A., certificate of deposit #31100335468, interest TOTAL RECEIPTS OF INCOME DISBURSEMENTS OF INCOME None TOTAL DISBURSEMENTS OF INCOME DISBURSEMENTS OF INCOME TO BENEFICIARIES None TOTAL DISBURSEMENTS OF INCOME TO BENEFICIARIES $0.00 $0.00 Account Value $0.00 $0.00 $ 14.60 76.16 0.40 177.20 1,095.75 2.133.73 2.27 46.12 $0.00 $O.GO $0.0.0 $0.00 Page 5 UNPAID CREDITORS: NONE ** PERSONS INTERESTED IN DISTRIBUTION OF ESTATE: 1. Janet M. Stevenson 7875 Rabbit Lane Harrisburg, PA 17112 LAW OFFICES SNELBAKER SC BRENNEMAN, P.C. 2. Josephine M. Wolf C/O C. Edward Rogers, Jr., Trustee 200 Westview Drive Mechanicsburg, PA 17055 3. Richard A. Wolf 2477 Riverview Avenue Reading, PA 19605 4. Sherri L. Phillips 7875 Rabbit Lane Harrisburg, PA 17112 5. Pamela L. Rogers 200 Westview Drive Mechanicsburg, PA 17055 6. Ryan Wolf C/O Richard A. Wolf 2477 Riverview Avenue Reading, PA 19605 7. Osmer S. Deming, Esquire Attorney for Stacey Goss 519 Walnut Street Reading, PA 19601 8. Stacey Goss 2203 Cullum Drive Reading, PA 19601 9. Pine Street Presbyterian Church C/O Elyse E. Rogers, Esquire Saidis, Sullivan & Rogers 635 North 12th Street, Suite 400 Lemoyne, PA 17043 10. Central Pennsylvania Food Bank 3908 Corey Road Harrisburg, PA 17109 11. Downtown Daily Bread C/O Elyse E. Rogers, Esquire Saidis, Sullivan & Rogers 635 North 12th Street, Suite 400 Lemoyne, PA 17043 Page 6 ** PERSONS INTERESTED IN DISTRIBUTION OF ESTATE -CONTINUED: 12. Bethesda Mission 2101 North Front Street Harrisburg, PA 17110 LAW OFFICES SNELBAKER SC BRENNEMAN, P.C. Page 7 PROPOSED DISTRIBUTION TO BENEFICIARIES LAW OFFICES SNELBAKER SC BRENNEMAN, P.C. 1. C. Edward Rogers, Jr., Trustee for Josephine M. Wolf $119,478.61 20% of residue as per Item 3A of Will Cash $119,478.61 2. Richard A. Wolf $59,739.31 C. Edward Rogers, Jr., Executor and Accountant herein, proposes to distribute the balance of the Estate of John E. Miller, Deceased, to wit: $ 597,393.12 in accordance with the Last Will and Testament of said Decedent as follows: 10% of residue as per Item 3B of Will Cash $ 3. Janet M. Stevenson 5% of residue as per Item 3C of Will Man's diamond ring, In-Kind Cash 4. Sherri L. Phillips 22 1/2% of residue per Item 3D of Will Cash $1 5. Pamela L. Rogers 22 1/2% of residue per Item 3E of Will Cash $1 6. Pine Street Presbyterian Church 5% of residue per Item 3F of Will Cash 7. Central Pennsylvania Food Bank 5% of residue as per Item 3G of Will Cash 8. Downtown Daily Bread 5% of residue as per Item 3H of Will Cash 9. Bethesda Mission 5% of residue as per Item 31 of Will Cash TOTAL DISTRIBUTION: 59,739.31 $29,869.66 $200.00 29,669.66 $134,413.45 34,413.45 $134,413.45 34,413.45 $29,869.66 29,869.66 $29,869.66 29,869.66 $29,869.66 29,869.66 $29,869.66 29,869.66 $ $ $ $ $ $597,393.12 Page 8 AFFIDAVIT /VERIFICATION C. EDWARD ROGERS, JR., Executor under the Last Will and Testament of JOHN E. MILLER, Deceased hereby declares under oath that he has fully and faithfully discharged the duties of his office; that the foregoing First and Final Account is true and correct and fully discloses all significant transactions occurring during the accounting period; that all known claims against the Estate have been paid in full; to his knowledge, there are no claims outstanding against the Estate; that all taxes presently due from the Estate have been paid; and that the grant of Letters Testamentary and the first complete advertisement thereof occurred more than four months before the filing of the foregoing First and Final Account. This statement is made subject to penalties of 18 pa. C.S.A. Section 4904 relating to unsworn falsification to authorities. ? C. Edward Rogers, Jr., E cutor' Dated: October 23, 2012 Subscribed and sworn to by C. EDWARD ROGERS, JR., before me this 23rd day of October, 2012 ~. Notary Public COMMONWEALTH OF PENNSYLVANIA Notarial seal Sandra K. Showers, Notary Pubtic Mechanksburg Boro, Cumt>erlar-d County My Commisskm Expires Nov. u, 201s MEMBER, PENNSY6VANiA ANION OF NOTARIE LAW OFFICES SNELBAKER SC BRENNEMAN, P.C. Page 9