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DECEDENT'S ESTATE
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COURT OF COMMON PLEAS OF ~~ _~? ~__ c~> c}
Cumberland COUNTY, PENNSYLVANI~A~A ~' ~-, ~
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ORPHANS' COURT DIVISION ~ °. , ,
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ESTATE OF Robert E. Brandt ,DECEASED
No. 21- l 1-0879
PETITION FOR ADJUDICATION /
STATEMENT OF PROPOSED DISTRIBUTION
PURSUANT TO Pa. O.C. Rule 6.9
This form may be used in all cases involving the Audit of the Account of a Decedent's Estate. If
space is insufficient, riders may be attached. Attach the spouse's election, if any; the papers
required under items 8-19 inclusive; and any instrument pertinent to the adjudication.
INCLUDE 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-01 rev. IOJ3.06 Page 1 of 10
Estate of Robert E. Brandt
Deceased
1. Name(s) and address(es) of Petitioner(s):
Name: Richard S. Simpson, Il, Executor
Adare,ss: 282 Lowther Street
Lemoyne, PA 17043
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 Q No
If not, identify prior accountings, the accounting periods covered, and the date of
adjudication of the prior accounting.
2. Decedent died on August 8, 2011
Letters Testamentary or Letters of Administration were granted to Petitioner(s) on
August 16. 2011
Date of Will (if applicable): September 2, 2009
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: C'umherland I .aw .T~urnal_ August 2fi_
September 2, 9, 2011 & Sentinel, August 29, September 5, 12, 2011
Form oc-oi rev. lOJ3.06 Page 2 of 10
Estate of Robert E. Brandt ,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 Q 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)? ........... Q Yes ~ No
Were any children born to decedent after execution of
Will or Codicil(s)? ........................................... ~ Yes Q No
If yes, give names and dates of birth:
Name: Date of Birth:
7. If required by the 1Vledical Assistance Estate Recovery Act,
62 P.S. § 1412, was a request for a statement of claim sent to
the Department of Public Welfare? .............................. m Yes ~ No
Form OC-ol rev. 10.13.06 Page 3 of 10
Estate of Robert E. Brandt ,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):
Name and Address of Each Party in /merest ~ Relationship and Comments, ijany ~ /merest
David E. Brandt Son 50% of residue
C/O Bethesda Mission
61 l Reilly Street
Harrisburg, PA 17102
Jacqueline B. Maddison Daughter
1 14 Eaton Place
Voorhees, NJ 08043
50% of residue
Form OC-O1 rev. 10.13.06 Page 4 of 10
Estate of Robert E. Brandt
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. !0.13.06 Page 5 of 10
Estate of Robert E. Brandt
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 !n
Full?
None Yes ^ Yes
~No ~ No
Yes ~ Yes
~No ~ No
Yes ~ Yes
~No Q No
Yes ~ Yes
~No ~ No
If the estate is insolvent, attach a schedule setting forth the order of preference under
20 Pa.C.S. § 3392 and the proposed payments.
11. Was family exemption claimed? ................................ Yes ~No
Was family exemption allowed? ................................ Yes ONo
Family exemption claimant's name and relationship:
Name: David E. Brandt Relationship: SOn
FormOC-0l rer. !0.!3.06 Page 6 of 10
Estate of Robert E. Brandt ,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
> > mR/~n> > 55.000.00 0.00
09/ 17/2012
2,008.79 (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-Ol rev. !0.13.06 Page 7 of 10
Estate of Robert E. Brandt ,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.
.~monnt 2,000.00
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? ........................................ DYes ONo
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? ........................................ DYes ~No
Form oc-oi rev. !0.!3.06 Page 8 of 10
Estate of Robert E. Brandt ,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 Dis[ribulee(s) Amount/Proporlion
See Accounting
Submitted By:
(All petitioners must sign.
Add additional lines if necessary):
Name of Petitioner: Richard S. Simpson, II, Executor
Name of Petitioner:
Form OC-0/ rer. 10.13.06 Page 9 of 10
Estate of Robert E. Brandt ,Deceased
Verification of Petitioner
(Verification must be by at least one petitioner.)
The undersigned hereby verifies * [that he/she he is title Executor
of the above-named name of corporation Estate of Robert E. Brandt 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).
`-u ~ ~ ~ ~ ecu?at~
Signature of Petitioner
* Corporate petitioners must complete bracketed information.
Certification of Counsel
The undersigned counsel hereby certifies that the foregoing Petition for Adjudication/
Statement of Proposed Distribution is a true and accurate reproduction of the form Petition
authorized by the Supreme Court, and that no changes to the form have been made beyond the
responses herein.
~~ S/ ~G~"t i. v
Signature of Counsel for Petitioner
Form oc-ol re,~. ln.l3.o6 Page 10 of 10
PROOF OF PUBLLCATION
State of Pennsylvania, County of Cumberland
~x, Sales Director, of The Sentinel, of the County and State aforesaid, being duly
sworn, aeposes 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):
August 29, September 5 and September 12 2011
COPY OF NOTICE OF PUBLICATION
($~Z ~~,.ofl ~@,.~~t~~e of~~~~QB~R~.~a~BRANDT , ~..
of S~in~owre,Borough, Cumberland bounty ~ennsy~iava
tie'f~rtgtdnted to the undersigned.: ~ ;
II, Pew rip the @s~p,bel [~det~ eta , Estate wiU ~18ke
pa'1medletefy~fi' tffd~e"ti~~gd~''r~`preseiitthem?foi
„~ ,
setoo:
~ ii t: 3i)ife' 104 1
'~;.PA 17043
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NE ' d~ BR,~!I~Q~INAN; P,~ C.
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~ ~chan~,, , rg PA 17055-03i@ q~'- .
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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 tru .
Swo~ t and subsc ibed before me this
~Z- 2~~ ~ L
,,.! ; ,q~,~l r~'~ ~; ,~;,, ~ ' ~ ~,~1~--~''~
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Notary Public
My commission expires:
NOTARIAL SEAL ~.
BAMBI ANN HECKENDORN
Notary Public
CARLISLE BOROUGH, CUMBERLAND CNTY
idly Commission Expires Jar, 2?. 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, 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,
viz:
Aus;ust 26 September 2 and September 9, 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.
iBraadt, Robert E., deed.
Late of Shiremanstown Borough.
Executor: Richard S. Simpson, II,
426 South Third Street, Suite 104,
Lemoyne, PA 17043.
Attorneys: Snelbaker 8s Brenne-
man P.C., 44 West Main Street,
P.O. Box 318, Mechanicsburg, PA
17055-0318.
r
~----- _
~ sa Marie Coyne, Edit
SWORN TO AND SUBSCRIBED before me this
9 of September, 2011
Notary
NOTARIAL SEAL
DEBORAH A COLLINS
Notary Public
CARLISLE BOROUGH, CUMBERLAND COUNTY
My Commission Expires Apr 28, 2014
...
Pennsylvania
DEPARTMENT OF PUBLIC WELFARE
August 24, 2011
SNELBAKER & BRENNEMAN PC
RICHARD C SNELBAKER ESQUIRE
44 W MAIN ST
MECHANICSBURG PA 17055
Re: Robert Brandt
SSN: ###-##-5390
Dear Attorney Snelbaker:
Pursuant to your letter dated August 18, 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
r--~;
" ~ ~d
Vince A. Porter
Recovery Section Manager
(717)772-6604
Bureau of Program Integrity ~ Division of Third Party Liability i Recovery Section
PO Box 8486 ~ Harrisburg, Pennsylvania 17105-8486
SNELBAKER ~ BR.ENNEMAN, P.C.
A PROFESSIONAL CORPORATION
ATTORNEYS AT LAW
4d WEST MAIN STREET
MECHANICSBURG, PENNSYLVANIA 17055
KEITH O. BRENNEMAN P. O. BOX 318
RICHARD C. SNELBAKER- OF COUNSEL 717-697-8528 FACSIMILE (717) 697-7681
January 31, 2013
T0: David E. Brandt Certified Mail No.
C/O Bethesda Mission [7010 1670 0001 0650 2435]
611 Reilly Street
Harr=isburg, PA 17102
Jacqueline B. Maddison Certified Mail No.
114 Eaton Place [7010 1670 0001 0650 2428]
Voorhees, NJ 08043
Re: Estate of Robert E. Brandt, Deceased
Estate No. 21-11-0879
NOTICE TO PARTIES IN INTEREST
The undersigned, as Attorney for Richard S. Simpson, II, the Executor
of the Estate and under the Last Will and Testament of Robert E.
Brandt, 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 March 5, 2013 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.
Very truly yours,
Richard C. Snelbaker
RCS:sks
Enclosures
IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PA.
ORPHANS' COURT DIVISION
FILE NO: 21-11-0879
FIRST AND FINAL ACCOUNT OF
Richard S. Simpson, II, Executor
For
ESTATE OF ROBERT E. BRANDY
LAW OFFICES
SNELBAKER 8C
BRENNEMAN, P. C.
Social Security #: 182-22-5390
Tax ID #: 45-6439580
Date of Death: August 8, 2011
Date of Incapacity, if any: None
Date of Executor Appointment: August 16, 2011
Date of First Complete Advertisement: August 26, 2011
Accounting for the period: August 8, 2011
December 31, 2012
Purpose of Account: Richard S. Simpson, II, 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
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Page 1
LAW OFFICES
SNELBAKER 8C
BRENNEMAN, P.C.
SUMMARY OF ACCOUNT
PRINCIPAL
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
3
3
3
3
4
4
4
5
5
6
6
6
6
6
7
7
8
9
$1,257,738.91
187, 969.12
$ 1,445,708.03
$ 2,600.35
270.52
14,168.29
3, 500.00
55,471.00
55,951.90 131,962.06
$ 1,313,745.97
$ 9,221.05
$ 1,322,967.02
Page 2
PRINCIPAL RECEIPTS
Assets Listed on Inventory per copy of attached: $1,255,639.11
(Valued as of Date of Death)
LAW OFFICES
SNELBAKER SC
BRENNEMAN, P.C.
ADJUSTMENTS TO INVENTORY 0.00
SUBSEQUENT RECEIPTS
3/15/2012 Belco Community Credit Union, refund statement copy fee 5.00
4/13/2012 National Financial Services, refund 0.01
5/7/2012 Encompass of America, refund homeowners insurance premium 86.00
10/1/2012 PA Department of Revenue, refund on Inheritance Tax 2,008.79
TOTAL PRINCIPAL RECEIPTS $1,257,738.91
PRINCIPAL GAINS OR LOSSES ON SALES OR OTHER DISPOSITIONS
GAIN LOSS
9/19/2011 CUNA Mutual Group, gain on IRA #000060127376 $ 91.28
1 2/1 21201 1 Citizens Investment Services, gain on IRA #L7K000094
10/22/2012 MetLife, gain on sale of 158 shares of common stock
11/13/2012 Principal Financial Group, Inc., gain on sale of 202 shares
of common stock
12/7/2012 Various coins, loss on sale
12/31/2012 Merrill Lynch, net gain on investment account #872-33912
from date of death to December 31, 2012
12/31/2012 Morgan Stanley-Smith Barney, net gain on investment
account #724-11415-19-019 ~ #724-11906-15-019
from date of death to December 31, 2012
TOTAL GAINS AND LOSSES
NET GAIN/LOSS TRANSFERRED TO SUMMARY
DISBURSEMENTS OF PRINCIPAL
DEBTS OF DECEDENT
8/5/2011 Belco Community Credit Union, following checks wri tten by
the decedent but cleared account after death:
a. American Legion, dues 30.00
b. David Brandt, credit card bills 1,525.00
c. Lawnscapes, Inc., lawn service 114.30
d. Department of Veterans Affairs 184.30
e. HT&T, hospital phone 40.00
f. PPL Electric, electric service 254.00
g. Belco Community Credit Union, 215.40
credit card debt
h. Verizon, phone service 69.22
I. NCP, donation 10.00
8/30/2011 Direct TV, cable services
9/8/2011 Verizon Wireless, cell phone service
FUNERAL EXPENSES
8/30/2011 Parthemore Funeral Home, funeral services
19,305.57
264.57
848.37
165.15
149,486.54
18,137.94
$ 188,134.27 $ 165.15
$ 187,969.12
$ 2,442.22
132.53
25.60 $ 2,600.35
$ 270.52 $ 270.52
Page 3
LAW OFFICES
SNELBAKER BC
BRENNEMAN, F.C.
I
DISBURSEMENTS OF PRINCIPAL -CONTINUED
ADMINISTRATION EXPENSES
8/22/2011 Snelbaker & Brenneman, P.C., reimburse for probate fees $ 743.50
8/31/2011 Parthemore Funeral Home, additional death certificates 30.00
8/31/2011 Chuck Bricker Auctioneer, appraisal fee 100.00
9/8/2011 Lawnscapes, Inc., landscaping services 429.70
9/19/2011 Jim Lenig's Jewelry & Coin, coin appraisal 20.00
9/21/2011 Mountz Jewelers, appraisal fee 95.00
10/13/2011 RSR Appraisers & Analysts, real estate appraisal fee 350.00
10/31/2011 Zimmerman Plumbing & Heating, clean and open drains 483.00
11/16/2011 Vital Records, additional death certificates 36.00
12/7/2011 Encompass of America, homeowners insurance premium 321.00
1/19/2012 Lower Allen Township, sewer services 110.00
2/13/2012 David Simpson, snow removal 25.00
4/9/2012 Sandra Feigley, basement cleanup, painting, remove wallpaper 2,700.00
4/9/2012 PA Landscape Group, Inc., spring cleanup/lawn services 1,524.15
4/10/2012 Interstate Waste Services, garbage service 37.02
4/27/2012 Settlement charges on sale of real estate as follows: 3,100.32
a. Transfer taxes 1,565.00
b. County/Borough taxes 780.32
c. Sandra Feigley, mowing 45.00
d. Tax certification 5.00
e. AHS Home Protections Plan 705.00
4/30/2012 PPL, electric service from 8/30/11 to 4/30/12 949.85
5/3/2012 Register of Wills, filing fee for Inheritance Tax return 15.00
5/7/2012 Pennsylvania American Water, water service 8/30/11 to 5/7/12 388.10
5/8/2012 Register of Wills, additional probate fee 150.00
10/4/2012 Computer Share, bond required for Principal Financial stock 212.35
The following will be paid upon confirmation of the Accounting:
**** Snelbaker & Brenneman, P.C., costs advanced as follows: 348.30
a. Cumberland Law Journal, Executor's 75.00
Notice
b. The Sentinel, Executor's Notice 221.40
c. Register of Wills, short certificates 40.00
d. Certified mail fee for stock redemption 11.90
**** Reserve for filing fees, accountant fees & other miscellaneous 2,000.00
costs associated with the administration of the Estate
FAMILY EXEMPTION
The following will be paid upon confirmation of the Accounting:
**** David E. Brandt, family exemption payment 3,500.00
FEDERAL, STATE 8 LOCAL TAXES
11/1/2011 Register of Wills, Agent, Estimated Inheritance Tax payment
3/31/2012 PA Department of Revenue, 2011 income tax
11/8/2012 PA Department of Revenue, Fiduciary taxes ending 7/31/12
55,000.00
103.00
368.00
$ 14,168.29
3,500.00
55,471.00
Page 4
DISBURSEMENTS OF PRINCIPAL -CONTINUED
FEES AND COMMISSIONS
12/1/2011 Rowe's Auction, commission & fees on sale 251.37
of household goods
4/27/2012 Lawyers Realty, LLC & Keller Williams Keystone Realty, 9,390.00
commission on sale of real estate
11/8/2012 Richard S. Simpson, II, CPA, preparation of Final Individual 585.00
and Fiduciary Income tax returns
The following will be paid upon confirmation of the Accounting:
**** Richard S. Simpson, II, Executor Commission 38,112.78
**** Snelbaker & Brenneman, P.C., attorney fees 7,612.75
TOTAL DISBURSEMENTS OF PRINCIPAL
DISTRIBUTIONS OF PRINCIPAL TO BENEFICIARIES
NONE
TOTAL DISTRIBUTIONS OF PRINCIPAL TO BENEFICIARIES
PRINCIPAL BALANCE ON HAND
55,951.90
$ 131,962.06
$0.00
$0.00
FIDUCIARY
VALUE AT ACQUISITION
12/31/2012 VALUE
LAW OFFICES
SNELBAKER 8C
BRENNEMAN, P.C.
Bonds U.S. Savings Bonds, 221 bonds (E, EE and I bonds) $0.00 $ 142,961.45
Common Stocks
MetLife, 158 shares common stock 0.00 5,405.18
Principal Financial Group, 202 shares common stock 0.00 4,793.46
Investment /Mutual Funds
Merrill Lynch, investment account 551,874.11 402,387.57
Morgan Stanley/Smith Barney, investment accounts 85,047.46 66,909.52
IRA Accounts
Citizens Investment Services, IRA 0.00 120,373.20
CUNA Mutual Group, IRA 0.00 22,912.34
Real Estate
124 South Market Street, Shiremanstown, PA 17011 0.00 157,447.21
Automobile 2000 Cadillac Deville 0.00 3,000.00
Jewelry Ladies 14K yellow gold diamond solitaire 6,500.00 6,500.00
Cash 731,119.28 322,949.18
**** Less items listed on page four and five which will be paid -51,573.83
upon confirmation of the Accounting
TOTAL PRINCIPAL BALANCE ON HAND $1,322,967.02 $ 1,255,639.11
Page 5
INFORMATION SCHEDULES
PRINCIPAL INVESTMENTS MADE
NONE
CHANGES IN PRINCIPAL HOLDINGS
NONE
LAW OFFICES
SNELBAKER SC
BRENNEMAN, P.G.
RECEIPTS OF INCOME
8/22/2011 Merrill Lynch, dividends
8/22/2011 M8T Bank, checking account #42680778, interest
10/31/2011 Belco Community Credit Union, money market S16, interest
12/7/2011 Morgan-Stanley-Smith Barney, dividends
12/12/2011 U.S. Savings Bonds, interest
12/29/2011 MetLife, stock dividend
10/3/2012 Principal Financial, dividends from 12/7/2011 to 10/3/2012
10/9/2012 M&T Bank, Certificates of Deposit, interest
10/10/2012 Belco Community Credit Union, checking S6, interest
10/10/2012 Belco Community Credit Union, checking S4, interest
10/10/2012 Belco Community Credit Union, Certificates of Deposit, interest
12/31/2012 Member's First Federal Credit Union, estate checking account, interest
12/31/2012 Member's First Federal Credit Union, estate money market account, 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
$ 2,809.65
0.04
183.65
459.00
1,138.72
116.92
256.54
216.76
2.17
3.90
360.80
53.67
3,619.23
$ 9,221.05
$0.00
$0.00
$0.00
$0.00
Page 6
__
'' UNPAID CREDITORS: NONE
'`* PERSONS INTERESTED IN DISTRIBUTION OF ESTATE:
1. David E. Brandt
C/O Bethesda Mission
611 Reilly Street
Harrisburg, PA 17102
2. Jacqueline B. Maddison
114 Eaton Place
Voorhees, NJ 08043
LAW OFFICES
SNELBAKER 8C
BRENNEMAN, P.C.
Page 7
PROPOSED DISTRIBUTION TO BENEFICIARIES
Richard S. Simpson, II, Executor and Accountant herein, proposes to
distribute the balance of the Estate of Robert E. Brandt, Deceased, to wit:
$1,322,967.02 in accordance with the Last Will and Testament of said Decedent
as follows:
1. David E. Brandt $ 661,483.51
One-half of residue as per Item Second of Will
a. Merrill Lynch, investment account, 50% In-Kind $ 275,937.05
b. Morgan Stanley-Smith Barney, investment $ 42,523.73
accounts, 50% In-Kind
c. Cash $ 343,022.73
2. Jacqueline B. Maddison $ 661,483.51
One-half of residue as per Item Second of Will
a. Merrill Lynch, investment account, 50% In-Kind $ 275,937.06
b. Morgan Stanley-Smith Barney, investment $ 42,523.73
accounts, 50% In-Kind
c. Ladies 14K yellow gold diamond solitaire, In-Kind $ 6,500.00
d. Cash $ 336,522.72
TOTAL DISTRIBUTION: $ 1,322,967.02
LAW OFFICES
SNELBAKER SC
BRENNEMAN, P.C.
Page 8
AFFIDAVIT /VERIFICATION
RICHARD S. SIMPSON, II, Executor under the Last Will and Testament of
ROBERT E. BRANDY, 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.
~ ~:
Richard S. Simpson, II, Executor
Dated: ~ ~~'~i3
Subscribed and sworn to
by RICHARD S. SIMPSON, II before me this
~` ~T day of January, 2013
~.K~
Notary Public
COMMONWEALTH OF PENNSYLVr4NIA
Notarial Seal
Sandra K. Showers, Notary Public
Mechanksburg 8oro, Cumberland County
My Commission txplres Nov. 22, 2015
MEMBER, PEfIN9VEVANlA 1~ie1117[ON AF NOTARI
LAW OFFICES
SNELBAKER 8C
BRENNEMAN, P.C.
Page 9