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Home My WebLink About10-24-12~~, ~~~ ~ ~~ ~ ~ . ~( ~' . 1 ~~`~ DECEDENT'S ESTATE ~~.- COURT OF COMMON PLEAS OF ~,;-, ~, COUNTY, PENNSYLVANIA r ~.~ `r=-- ;~.-, - ' _ , ~ % ORPHANS' COURT DIVISION f~=~,~~ `-'~ ESTATE OF Rosella Jean House No. 21- l l -0339 Cumberland ~~ ;.--; ~.-.. ,- ~~,-:, - -~ T ~_' DECEASED PETITION FOR ADJUDICATION / STATEMENT OF PROPOSED DISTRIBUTION PURSUANT TO Pa. O.C. Rule 6.9 v. "~ c-.~ ;~.~ ~. r..~a ~~ 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: Richard C. Snelbaker, Esquire 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: 717-697-7681 Form OC-0/ rev. 10.13.06 Page 1 of IO -~~ .~.., -~- , r" 1 ~: -r..~ E~ (~ --,-, ~~~ = ~;', `-!, ~ ~~ ,~ E ~, Rosella Jean House ,Deceased Estate of l . Name(s) and address(es) of Petitioner(s): Na-»e: Robert Lee ,gtrayer, Executor _ 8236 South Lost Mountain Road Address: Tucson, AZ 85747 Identify any executors or administrators who have not joined in the Petition for Adjudication and Statement of Proposed Distribution and state reason: None ,,,,. Yes No Is this the first accounting by this fiduciary? ... • • • • If not, identify prior accountings, the accounting periods covered, and the date of adjudication of the prior accounting. 2. Decedent died on March 5, 2011 Letters Testamentary or ~ Letters of Administration were granted to Petitioner(s) on March 15.2011 Date of Will (if applicable): January 20, 2011 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, March 25, April 1, 8, 20l 1 and Cumberland Law Journal, March 25, April 1, 8, 2011 Page 2 of 10 Fornr OC-01 rev. 10.13.06 Estate of Rosella Jean House 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 sit . 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-01 rev. 10.13.06 Page 3 of l 0 Estate of Rosella Jean House 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): Na-ne and Address ojEach Party in Interest I Relationship and Canments, Karen LaDawn House Daughter 15 Palmer Drive Camp Hill, PA 1701 1 lnterest 50% of residue and bequest of jewelry Robert Lee Strayer Son 50% of residue 8236 South Lost Mountain Road Tucson, AZ 85747 Fa•m OC-0 / rev. / 0. / 3.06 Page 4 o f 10 Estate of Rosella Jean House Deceased Name and Address or Each Parry in /nterest ~ Relationship and Comments, iJany ~ Interest Margaret Marie Erickson Niece Bequest of dark pine 123 Church Street dry sink Taylor, PA 18517 Ray Richard Strayer Brother Bequest of small oak 889 King Street writing desk Lewisberry, PA 17339 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-ol re~~. 10.13.06 Page 5 of 10 Estate of Rosella Jean House ,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 Admitted? Will Claim 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: Robert Lee Strayer Relationship: Son Form oc-nl rev. 10.13.06 Page 6 of 10 Estate of Rosella Jean House 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 12/5/2011 9/10/12 3,841.51 -35.31 Refund 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? .................. ~ 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-0/ rev. 10.13.06 Page 7 of 10 Estate of Rosella Jean House 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. 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~ 1,000.00 Pt,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 l 0 Estate of Rosella Jean House 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): Name o ert Le trayer, Executor Name of Petitioner: Form OC-0l rev. 10.13.06 Page 9 of 10 Estate of Rosella Jean House Verification of Petitioner (Verification must be by at least one petitioner.) The undersigned hereby verifies * [that heishe he is t~tie Executor of the above-named name of corporation Estate of Rosella Jean House 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). ~~ i Signature et~tio r * 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 of Counsel for Petitioner Deceased Form OC-0/ rev. 10.13.06 Page 10 of 10 PROOF OF PUBLICATION State of Pennsylvania, County of Cumberland Tackie Cox, Retail Sales Manager, 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): March 25LApri11 and April 8, 2011 COPY OF NOTICE OF PUBLICATION _ -- --- ..EXEC---UT~R~ N Tf E Letters Testamentary on the Estate of AOSELLA JEAN HODS late of Monroe Township, Cumberland Gourrty; perms E. deceased, granted to the undersigned. yhrania, hate been ~ ~'~. All"persons knowing`~ieinselves"`fo 6e indebted to saidFstate wil[i--a7c8 ' ~~ payment immediately,-and those having'claims will present them for settlement to: Robert Lee Strayer . 815 West Keller Street .Mechanicsburg, PA 17055 Executor SNELBAKER & BRENNEMAN,-P. C. 44 West Main: Street; .,,, P.; O. Box 318 , . M~chariicsburg, PA 17055-0318 , Attorneys . -----=-r-- -- 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 .true. ,~ ~~ '' ,~ ~ ~ ~. I Sworn to and subscribed before me this '~ r ~ .~ ~ . ~. C _ ~; ~~ ,. Notary Public My commission expires: NOTARIAL SEAL BAti181 ANN HECKENDORN Notary Public CARLISLE BOROUGH, CUh1BERLAND CNTY ivly Commission Expires Jan 27, 2014 %~ 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, Editol- 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 salve as was printed in the regular editions and issues of the said Cumberland Law ,lournal on the following dates, vlz: March 25. April 1, and April 8, 2011 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. Houae, Roaella Jeaa, deed. Late of Monroe Township. Executor: Robert Lee Strayer, 815 West Keller Street, Mechanics- burg, PA 17055. Attorneys: Snelbaker 8s Brenne- man P.C., 44 West Main Street, P.O. Box 318, Mechanicsburg, PA 17055-0318. (' L' a Marie Coyne, Editor SWORN TO AND SUBSCRIBED before me this 8 of Aril, 2011 Notary NOTARIAL SEAL DEBORAH A COLLINS Notary Public CARLISLE BOROUGH, CUMBERLAND COUNTY My Commission Expires Apr 28, 2014 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 April 12, 2011 SNELBAKER & BRENNEMAN PC RICHARD C SNELBAKER ESQUIRE 44 W MAIN ST MECHANICSBURG PA 17055 Re: Rosella Jean House SSN: ###-##-9840 Dear Attorney Snelbaker: Pursuant to your letter dated March 17, 2011, 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. Porter. Recovery Section Manager (717)772-6604 SNELBAKER ~ BRENNEMAN, P.C. A PROFESSIONAL CORPORATION ATTORNEYS AT LAW 44 WEST MAIN STREET MECHANICSBUR.G, PENNSYLVANIA 17055 KEITH O. BRENNEMAN P. O. BOX 3I8 RICHARD C. SNELBAKER- OF COUNSEL 717-697-8528 FACSIMILE (717) 697-7681 October 24, 2012 T0: Karen LaDawn House Certified Mail No. 15 Palmer Drive (7010 1670 0001 0650 1414) Camp Hill, PA 17011 Margaret Marie Erickson 123 Church Street Taylor, PA 18517 Certified Mail No. (7010 1670 0001 0650 1728) Ray Richard Strayer 889 King Street Lewisberry, PA 17339 Robert Lee Strayer 8236 South Lost Mountain Road Tucson, AZ 85747 Certified Mail No. (7010 1670 0001 0650 1735) Re: Estate of Rosella Jean House, Deceased Estate No. 21-11-0339 NOTICE TO PARTIES IN INTEREST The undersigned, as Attorney for Robert Lee Strayer, Executor of the Estate and under the Last Will and Testament of Rosella Jean House, 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 Wi1]_s 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. V r truly yours, G~LJ Richard C. Snelbaker RCS:sks Enclosures IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PA. ORPHANS' COURT DIVISION FILE NO: 21-11-0339 FIRST AND FINAL ACCOUNT OF Robert Lee Strayer, Executor For ESTATE OF ROSELLA JEAN HOUSE Social Security #: 210-26-9840 Tax ID #: 45-6167742 Date of Death: March 5, 2011 Date of Incapacity, if any: None Date of Executor Appointment: March 15, 2011 Date of First Complete Advertisement: March 25, 2011 Accounting for the period: March 5, 2011 to October 1, 2012 Purpose of Account: Robert Lee Strayer, 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 LAW OFFICES SNELBAKER SC BRENNEMAN, P.C. r" ,,..~~ T '~ -(-} ~J=r. s "r1 r-~-- I7 L `~ ~- ~ ~~-- ~~'.Ci ~.~~-1 ~. _; r, ~, ~ '...7 ^T i .~ ~..' - ., N :. ~. ,_ .. ..~~ ..t _..t'1 ~~'~ ' .' i_~ .. r G1 ~~ ~ Page 1 LAW OFFICES SNELBAKER SC BRENNEMAN, P.C. SUMMARY OF ACCOUNT PAGE Receipts Net Gain on Sales or Disposition Less Disbursements: Debts of Decedent Funeral Expenses Administration Expenses Family Exemption Federal, State & Local Taxes Fees and Commissions Balance before Distributions Distributions to Beneficiaries Principal Balance on Hand For Information: Investments Made Changes in Holdings INCOME Receipts Less Disbursements Balance before Distributions Distributions to Beneficiaries Income Balance on Hand COMBINED BALANCE ON HAND Listing of unpaid creditors: Persons interest in the Distribution of Estate Proposed Statement of Distribution Affidavit/Verification Page 2 3 3 3 3 3&4 4 4 4 4 5 5 5 5 5 6 6 7 8 $152,876.89 $ 152,876.89 $ 49,863.55 10,910.30 9,462.44 3,500.00 3,841.51 19,396.86 96,974.66 $ 55,902.23 $ 54,392.23 0.00 0.00 $ 64.00 $ 64.00 PRINCIPAL RECEIPTS Assets Listed on Inventory per copy of attached: $152,462.58 (Valued as of Date of Death) ADJUSTMENTS TO INVENTORY SUBSEQUENT RECEIPTS 9/16/2011 Donegal Insurance, refund premium paid with estate funds 230.00 1/5/2012 Erie Insurance, refund premium paid with estate funds 149.00 10/1/2012 Commonwealth of Pennsylvania, refund on Inheritance Tax 35.31 TOTAL PRINCIPAL RECEIPTS $152,876.89 PRINCIPAL GAINS OR LOSSES ON SALES OR OTHER DISPOSITIONS NONE 0.00 DISBURSEMENTS OF PRINCIPAL LAW OFFICES SNELBAKER SC BRENNEMAN, F.C. DEBTS OF DECEDENT 3/8/2011 Member's 1st checking account, check #1441 & $ 813.00 #1445 payable to Rae Taylor for in-home personal care written prior to death but cleared bank after death 3/25/2011 MetEd Electric, electric service 189.80 3/28/2011 Home Instead Care, in home nursing care 1,705.68 3/30/2012 Home Instead Care, in home nursing care 972.90 4/7/2011 Comcast, TV, phone and Internet services 308.38 4/26/2011 United Water, water service 55.39 10/14/2011 Member's 1st Federal Credit Union, home equity 1,680.00 loan payments from 6/24/11 to 10/14/11 10/31 /2011 Member's 1st Federal Credit Union, home equity 44,138.40 loan payoff paid at time of real estate settlement $ 49,863.55 FUNERAL EXPENSES 3/24/2011 Myers Funeral Home, funeral services $ 10,413.00 3/30/2011 Karen House, reimburse for funeral luncheon 337.30 6/22/2011 Gingrich Memorials, inscription on grave marker 160.00 $ 10,910.30 ADMINISTRATION EXPENSES 3/25/2011 Chuck Bricker, appraisal fee household goods $ 100.00 3/28/2011 Snelbaker & Brenneman, P.C., reimburse for 398.50 probate fees and cost advanced to Cumberland Law Journal for Executor's Notice 3/29/2011 Mary Murray, Tax Collector, Real Estate taxes 411.62 4/13/2011 Register of Wills, short certificate 4.00 4/13/2011 Donegal Insurance, homeowners insurance premium 386.00 4/22/2011 RSR Appraisals, real estate appraisal fee 350.00 7/19/2011 Mary Murray, Tax Collector, Real Estate taxes 1,276.23 8/23/2012 Erie Insurance, homeowners insurance premium 225.00 8/29/2011 Monroe Township, sewer services 220.00 9/28/2011 Penn Waste, refuse service 47.85 10/31 /2011 United Water, water service from 8/9/11 to 10/31 /11 47.55 10/31/2011 MetEd, electric service from 9/26/11 to 10/31/11 106.29 Page 3 DISBURSEMENTS OF PRINCIPAL -CONTINUED 10/31 /2011 Real Estate settlement charges as follows: 4,640.00 a. Notary fees 10.00 b. Transfer taxes 1,270.00 c. Tax certification 5.00 d. Sewer charges 220.00 e. Home warranty 514.00 f. Seller assist 2,621.00 12/7/2011 Register of Wills, filing fee for Inheritance Tax Return 15.00 7/24/2012 Register of Wills, filing fee for Supplemental Inheritance 15.00 Tax Return The following items are to be paid upon confirmation of the A ccounting: **** Snelbaker & Brenneman, P.C., costs advanced to 219.40 the Sentinel for advertising Executor's Notice **** Reserve for filing fees, accountant fees and other 1,000.00 miscellaneous costs associated with the estate $ 9,462.44 FAMILY EXEMPTION The following item is to be paid upon confirmation of the Accounting: **** Robert Lee Strayer, payment of Family Exemption 3,500.00 3,500.00 FEDERAL. STATE & LOCAL TAXES 12/8/2011 Register of Wills, Agent, PA Inheritance Tax $ 3,841.51 $ 3,841.51 FEES AND COMMISSIONS 7/15/2011 Haars Auction, commission on sale of household goods 137.11 10/31/2011 ReMax Realty, commission on sale of real estate 7,815.00 3/22/2012 H&R Block, tax preparation fee $ 106.00 The following items are to be paid upon confirmation of the Accounting: **** Snelbaker & Brenneman, P.C., attorney services 3,838.75 *"** Robert Lee Strayer, Executor Commission 7,500.00 $ 19,396.86 TOTAL DISBURSEMENTS OF PRINCIPAL $ 96,974.66 DISTRIBUTIONS OF PRINCIPAL TO BENEFICIARIES TO: Karen LaDawn House Bequest of all jewelry per Article IV, Item 1 $ 1,240.00 $ 1,240.00 TO: Margaret Marie Erickson Bequest of dark pine dry sink per Article 90.00 90.00 IV, Item 2 TO: Ray Richard Strayer Bequest of oak writing desk per Article 180.00 180.00 IV, Item 3 TOTAL DISTRIBUTIONS OF PRINCIPAL TO BENEFICIARIES $ 1,510.00 LAW OFFICES SNELBAKER SC BRENNEMAN, P.C. Page 4 PRINCIPAL BALANCE ON HAND LAW OFFICES SNELBAKER SC BRENNEMAN, P.C. Real Estate Automobile Household goods /Jewelry Retained by residual beneficiaries Household items bequeathed Jewelry items bequeathed Cash **** Less items to be paid upon confirmation of Accounting as listed on page four TOTAL PRINCIPAL BALANCE ON HAND INFORMATION SCHEDULES PRINCIPAL INVESTMENTS MADE FIDUCIARY VALUE AT ACQUISITION 'I 0/1 /2012 VALUE 0.00 $ 128,062.73 0.00 3,750.00 640.00 640.00 0.00 270.00 0.00 1,240.00 69,874.38 18,499.85 -16,058.15 $ 54,456.23 $ 152,462.58 NONE 0.00 CHANGES IN PRINCIPAL HOLDINGS NONE 0.00 RECEIPTS OF INCOME 3/21 /2011 Member's1 st Federal Credit Union, checking #26968-11, interest $ 0.63 3/21/2011 Member's1 st Federal Credit Union, checking #26968-05, interest 0.01 3/21/2011 Member's 1st Federal Credit Union, savings #26968-00 -0.13 10/1/2012 Member's 1st Federal Credit Union, estate checking, interest from 63.49 March 31, 2011 to 9/30/12 TOTAL RECEIPTS OF INCOME $ 64.00 DISBURSEMENTS OF INCOME NONE 0.00 DISBURSEMENTS OF INCOME TO BENEFICIARIES NONE 0.00 Page 5 UNPAID CREDITORS: NONE ** PERSONS INTERESTED IN DISTRIBUTION OF ESTATE: Karen LaDawn House 15 Palmer Drive Camp Hill, PA 17011 2. Robert Lee Strayer 8236 South Lost Mountain Road Tucson, AZ 85747 3. Margaret Marie Erickson 123 Church Street Taylor, PA 18517 4. Ray Richard Strayer 889 King Street Lewisberry, PA 17339 LAW OFFICES SNELBAKER SC BRENNEMAN, P.C. Page 6 PROPOSED DISTRIBUTION TO BENEFICIARIES Robert Lee Strayer, Executor and Accountant herein, proposes to distribute the balance of the Estate of Rosella Jean House, Deceased, to wit: $54,456.23 in accordance with the Last Will and Testament of said Decedent as follows: 1. Karen LaDawn House $ 27,228.12 One-Half of residue per Article V, Item A Household goods retained In-Kind $ 125.00 Cash $ 27,103.12 2. Robert Lee Strayer $ 27,228.11 One-Half of residue per Article V, Item A Household goods retained In-Kind $ 515.00 Cash $ 26,713.11 TOTAL DISTRIBUTION: $ 54,456.23 LAW OFFICES SNELBAKER SC BRENNEMAN, P.C. Page 7 AFFIDAVIT /VERIFICATION ROBERT LEE STRAYER, Executor under the Last Will and Testament of ROSELLA JEAN HOUSE, 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. x'~ ~}~ -- - ~~ ~°~~~, M„~,,~.._.._p~__.. o ee Stfayer, Ex 'utor f- Dated: October 3, 2012 Subscribed and sworn to by ROBERT LEE STRAYER before me this 3rd day of October, 2012 ,---~ ~ Notary Public COMMONWEALTH OF PENNSYLVANIA Natariai Seal Sandra K. Showers, Notary Public Mechanicsburg eoro, Cumberland County My Commission Nov. 22, 2015 MEMBER, PENNSYLVANIA ASSOCT/1TION OF NOTARIE LAW OFFICES SNELBAKER Sc BRENNEMAN, P.C. Page 8