HomeMy WebLinkAbout02-01-13DECEDENT'S ESTATE
No. 21-12-0062 ~
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PETITION FOR ADJUDICATION / ~`' - .R` ~
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STATEMENT OF PROPOSED DISTRIBUTION ~~ ~ "';+
PURSUANT TO Pa. O.C. Rule 6.9 ~~y ~-~ '~
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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: Jennifer B. Hipp, Esquire
Supreme Court I.D. No.: 86556
Name of Law Firm: James D. Bogar Law Offices
Address: One West Main Street, Shiremanstown, PA 17011
Telephone: (717) 737-8761
Fax: (717) 737-2086
Form OC-01 rev. ] 0.13.06
COURT OF COMMON PLEAS OF
CUMBERLAND COUNTY, PENNSYLVANIA
ORPHANS' COURT DIVISION
ESTATE OF HAROLD R. SCHUMACHER ,DECEASED
Page 1 of 10
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Estate of HAROLD R. SCHUMACHER
1. Name(s) and address(es) of Petitioner(s):
Name: Gall C. Hoffman
Add--ess: 20 Springdale Court
Mechanicsburg, PA 17050
Identify any executors or administrators who have not joined in the Petition for
Adjudication and Statement of Proposed Distribution and state reason:
Deceased
Is this the first accounting by this fiduciary? ..................... Q Yes ~ No
If not, identify prior accountings, the accounting periods covered, and the date of
adjudication of the prior accounting.
2. Decedent died on December 30, 2011
Letters Testamentary or ~ Letters of Administration were granted to Petitioner(s) on
January 17.2012
Date of Will (if applicable): Tune 14. 2~~E
Date(s) of Codicil(s) (f applicable):
Date of probate (f different from date Letters granted):
Was a bond required? ^Yes /^ No If yes, state amount:
Are proofs of advertising of the grant of Letters attached? ......... Q Yes ^ No
Dates of advertising of the grant of Letters: Cumberland Law Journal 2/3/12; 2/10/12
and 2/7/12; The Patriot News 2/17/12; 2/24/12 and 3/2/12
Fof•m oc-ol Yev.10.13.06 Page 2 of 10
Estate of HAROLD R. SCHUMACHER
Deceased
3. Was decedent survived by a spouse? ............................. Q 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):
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 ~ 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? .............................. 0/ Yes ~ No
Form OC-01 re1~. 10.13.06 Page 3 Of 10
Estate of HAROLD R. SCHUMACHER
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:
Fo,-m oc-or re,~.10.13.06 Page 4 of 10
A. State each party's relationship to the decedent and the nature of each party's
interest(s):
Estate of HAROLD R. SCHUMACHER
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.
C. State why a Petition for Guardian/Trustee Ad Litem has or has not been filed for
this Audit (see Pa. O.C. Rule 12.4).
D. If distribution is to be made to the personal representative of a deceased party,
state date of death, date and place of grant of Letters and type of Letters granted.
Form OC-Ol rein. 10.13.06 Page 5 Of 1 ~
Estate of HAROLD R. SCHUMACHER
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 Gaim
Be Paid In
Full?
Yes ~ Yes
^No ^ No
^Yes ^Yes
^No ^ No
^Yes ^Yes
~No ^ No
^Yes ^Yes
ONo Q 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-ol re~~. 10.13.06 Page 6 of 10
Estate of HAROLD R. SCHUMACHER ,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
March 28, 20.12
SF~1 ,79~_11*
* A refund/credit in the amount of $18,131.02 has been authorized
by the Pennsylvania Department of Revenue, but not yet received.
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 Q 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:
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.
Form OC-O! rein. 10.13.06 Page 7 Of 10
Estate of HAROLD R. SCHUMACHER
Deceased
16. Had the decedent been adjudicated an incapacitated person? .......... ^Yes ^/ No
If yes, attach a copy of the Order if available; otherwise state the Court, term, number,
date, and name of Hearing Judge.
17. A. List or attach a separate list of additional receipts and disbursements since the closing
date of the Account.
B. Has notice of the additional receipts and disbursements been
given to the parties identified in Paragraph 9 above? ............. ^Yes ^ No
18. If a reserve is requested, state amount and purpose.
Amount. 3,500.00
Purpose: Costs to conclude administration of Estate, including filing fees,
Accounting and preparation and filing of fiduciary income tax returns
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
. ^Yes ^/ No
the filing of a Schedule of Distribution? ........................ .
As to real estate only? ........................................ Yes Q No
Form OC-01 rev. 10.13.06 Page 8 Of I O
Estate of HAROLD R. SCHUMACHER
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
Please see attached.
B. Principal:
Proposed Distributee(s) Amount/Proportion
Please see attached.
Submitted By:
(All petitioners must sign.
Add additional lines if necessary):
1 r ~~.
Name of Petitione :Gail C. Hoffman
Name of Petitioner:
Form oc-ol rely. l 0.13.06 Page 9 of 10
Estate of HAROLD R. SCHUMACHER
Verification of Petitioner
(Verification must be by at least one petitioner.)
The undersigned hereby verifies x [that heishe
Of the abOVe-named name of corporation,
and] that the facts set
forth in the foregoing Petition for Adjudication /Statement of Proposed Distribution which are
within the personal knowledge of the Petitioner are true, and as to facts based on the information
of others, the Petitioner, after diligent inquiry, believes them to be true; and that any false
statements herein are made subject to the penalties of 18 Pa. C.S. § 4904 (relating to unsworn
falsification to authorities).
1S title
Deceased
"itC~l' ,ice .,' `~
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Signature of Petiti ner
* 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.
Si ature of Cou s for Petitioner
Form OC-01 r-ei~. L0.13.06 Page 10 Of 10
Estate of Harold R. Schumacher
Petition for Adjudication (Continued)
8.(A) Names and Addresses of parties receiving Notice:
(Copy of Notice is attached.)
Gail C . Hoffman
20 Springdale Court
Mechanicsburg, PA 17050
H. Robert Schumacher, II
353 W. King Street
York, PA 17404
Steven M. Schumacher
230 Rockdale Avenue
York, PA 17403
Karen A. Schumacher
401 Ridge Avenue, Apt. 316
York, PA 17403
Mary E. Stewart
6006 Squire Hill Court
Cincinnati, OH 45230
9.(A) Continued:
Gail C. Hoffman Daughter 20%
20 Springdale Court
Mechanicsburg, PA 17050
H. Robert Schumacher, II Son 20%
353 W. King Street
York, PA 17404
Steven M. Schumacher Son 200
230 Rockdale Avenue
York, PA 17403
Karen A. Schumacher Daughter 20%
401 Ridge Avenue, Apt. 316
York, PA 17403
Mary E. Stewart Daughter 20%
6006 Squire Hill Court
Cincinnati, OH 45230
Page 9:
A. & B. Income & Principal
Proposed Distributees: *Amount/Proportion:
Gail C. Hoffman 20%
20 Springdale Court
Mechanicsburg, PA 17050
H. Robert Schumacher, II $34,305.83/20%
353 W. King Street
York, PA 17404
Steven M. Schumacher $85,777.51/20%
230 Rockdale Avenue
York, PA 17403
Karen A. Schumacher $86,030.51/20%
401 Ridge Avenue, Apt. 316
York, PA 17403
**Mary E. Stewart 20%
6006 Squire Hill Court
Cincinnati, OH 45230
*Distribution to all beneficiaries is equivalent ($386,121.51 to
each) as per the terms of the Last Wills and Testaments of
Marilyn J. Schumacher (date of death 12/8/2011) and Harold R.
Schumacher (date of death 12/30/2011) when the estate
administrations are considered in total. The Accounting for
Marilyn J. Schumacher is filed of even date herewith.
** The proposed distribution to Mary E. Stewart takes into
account that Mary E. Stewart is the beneficiary of Ohio real
estate valued at $75,000.00. An Ohio estate administration has
been concluded for the transfer of the Ohio real estate to Ms.
Stewart.
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:
February 3, February 10, and February 17, 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.
F-
~~. ~~
~' Lisa arie Coyne, Edito
SWORN TO AND SUBSCRIBED before me this
17 of February, 2012
Schumacher, Harold R., deed.
Late of Mechanicsburg.
Executrix: Gail C. Hoffman c/o
Jennifer B. Hipp, Esquire, One
West Main Street, Shiremans-
town, PA 17011.
Attorney: Jennifer B. Hipp, Es-
quire, One West Main Street,
Shiremanstown, PA 17011.
~..
Notary
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
DEVITT
2020 TECHNOLOGY PARKWAY
MECHANICSBURG PA 17055
c~he ~latriot News
Now you know
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 2020 Technology Pkwy, Suite 300, in the
Township of Hampden, County of Cumberland, State of Pennsylvania, owner and publisher of The Patriot-News and The Sunday
Patriot-News newspapers of general circulation, printed and published at 1900 Patriot Drive, 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/ Community Weekly 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 # 0002192457 ran on the dates shown below:
February 17, 2012
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` February 24, 2012
March 02, 2012
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EXECUTRIX'S NOTICE
Estate of HAROLD'R. SCHUMACHER
Letters Testamentary on the Estate of
Harold R. Schumacher, late of Mechan-
lcsbur9, Cumberland County, Pennsyi-
vania, have been granted to the under- ~ ~.,- ~ j
Sworn to and subscribed before me this 1 Z;~tay of March
2012 A. D.
,
st9ned. All persons knowing themselves -
to be Indebted to said Estate are re- _. _
quested to make Immediate payment, ~ ~ t
< .i
and those having claims will present
_~ ,
them, without delay, for settlement to:
l
Gail C. Hoffman
c/o Jennifer B. Hipp, Esquire NOtB(~/ Public
Qne West Maln Street
Shiremanstown, PA 17011
~pMMONW~t-~ ~ ~ NNSYLVANIP-
Notf~rl public
Sherrie 'L. Owens, Notary
Lower Paxton Twp•, Dauphin County
My Commission Expires Nov. 26, 2015
HEq~gElt, PENNSYLVANIA P,SSO~.ATION OF NOTARIES
Estate of Marilyn J. Schumacher
Petition for Adjudication (Continued)
8.(A) Names and Addresses of parties receiving Notice:
(Copy of Notice is attached.)
Gail C. Hoffman
20 Springdale Court
Mechanicsburg, PA 17050
H. Robert Schumacher, II
353 W. King Street
York, PA 17404
Steven M. Schumacher
230 Rockdale Avenue
York, PA 17403
Karen A. Schumacher
401 Ridge Avenue, Apt. 316
York, PA 17403
Mary E. Stewart
6006 Squire Hill Court
Cincinnati, OH 45230
9.(A) Continued:
Gail C. Hoffman Daughter 200
20 Springdale Court
Mechanicsburg, PA 17050
H. Robert Schumacher, II Son 20%
353 W. King Street
York, PA 17404
Steven M. Schumacher Son 20%
230 Rockdale Avenue
York, PA 17403
Karen A. Schumacher Daughter 200
401 Ridge Avenue, Apt . 316
York, PA 17403
Mary E. Stewart Daughter 200
6006 Squire Hill Court
Cincinnati, OH 45230
Page 9:
A. & B. Income & Principal
Proposed Distributees: *Amount/Proportion:
Gail C. Hoffman $68,994.51/20%
20 Springdale Court
Mechanicsburg, PA 17050
H. Robert Schumacher, II $39,253.68/20%
353 W. King Street
York, PA 17404
Steven M. Schumacher 20%
230 Rockdale Avenue
York, PA 17403
Karen A. Schumacher 200
401 Ridge Avenue, Apt. 316
York, PA 17403
**Mary E. Stewart $106,595.51/20%
6006 Squire Hill Court
Cincinnati, OH 45230
*Distribution to all beneficiaries is equivalent ($386,121.51 to
each) as per the terms of the Last Wills and Testaments of
Marilyn J. Schumacher (date of death 12/8/2011) and Harold R.
Schumacher (date of death 12/30/2011) when the estate
administrations are considered in total. The Accounting for
Harold R. Schumacher is filed of even date herewith. A copy of
the continuation schedule from the Petition for Adjudication for
the Estate of Harold R. Schumacher is attached hereto for ease of
reference .
** The proposed distribution to Mary E. Stewart takes into
account that Mary E. Stewart is the beneficiary of Ohio real
estate valued at $75,000.00. An Ohio estate administration has
been concluded for the transfer of the Ohio real estate to Ms.
Stewart.
i /~/ S9i~ %~.~
In the Court of Common Pleas of Cumberland County, Pennsylvania
Orphans' Court Division
File No. 21-12-0062
Estate of Harold R. Schumacher, Deceased
Late of Township of Upper Allen
FIRST AND FINAL ACCOUNT AND
STATEMENT OF PROPOSED DISTRIBUTION
Gail C. Hoffman, Executrix
Date of Death:
Date of Executrix's Appointment:
Date of First Complete Advertisement:
Accountina for the period:
12/30/2011
01 /17/2012
Cumberland Law Journal 2/3/ 12; 2/ 10/ 12; 2/ 17/ 12
The Patriot News 2/17/12; 2/24/12; 3/2/12
12/30/2011 to 01 /3112013
Purpose of Account: Gail C. Hoffman, Executrix, offers this Account to acquaint interested parties
with the transactions that have occurred during the Administration.
It is important that the Account be carefully examined. Requests for additional information or~,questions
or objections can be discussed with: c ~-~ ~'
.~' ~ ~~ '
era _,,_ r-T-i
Jennifer B. Hipp ~ -~~ ~ ~~ t~ :~''
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Bogar and Hipp Law Offices ~"' ~> a~~~ ~ F d 'z
1 West Main Street w~' ~"' ,: ~~ ~ ~. ~ :~
Shiremanstown, PA 17011 ~ ' ° `~' ~:-~ ~~' ~~ '°w
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~ ~.:
717-737-8761 _ ,
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Supreme Court I.D. No. 86556 ~ "' ~~'`' ~'
*NOTE: This accounting has been prepared in accordance with
information provided by the Executrix, particularly
with respect to reimbursements, expenses, distributions
and fund balances. All bank and investment accounts
were maintained and redeemed by Gail C. Hoffman,
Executrix.
'hJ~
SUMMARY OF ACCOUNT
Estate of Harold R. Schumacher, Deceased
For h npriod of December ~u~ ~u~-i t nrouan ..~ar~un~; ~ ~, ~•• ~.~ Fiduciary
Current Acquisition
PA E Value Value
Proposed Distributions
to Beneficiaries 11 206,113.85
PRINCIPAL
Receipts: This Account 1-2 1,146,634.85
Net Gain (or Loss) on Sales 3 4,032.70
or Other Dispositions
1,150,667.55
Less Disbursements:
Debts of Decedent 0.00
Funeral Expenses 4 12,274.67
Administration Expenses 4-7 272,787.17
Federal, State & Local Taxes 7 64,496.10
Commissions 7 35,037.44
Fees 8 26,332.00
Family Exemption 0.00 410,927.38
Balance Before Distributions 739,740.17
Transfer to (from) Principal 0.00
Distributions to Beneficiaries 9 534,650.00
Principal Balance on Hand 205,090.17
For Information:
Investments Made
Changes in Holdings
INC ME
Receipts This Account 10 1,023.68
Net Gain (or Loss) on Sales 0.00
or Other Dispositions 1,023.68
Less Disbursements 0.00
Balance Before Distributions 1,023.68
0.00
Transfer to (from) Income
Distributions to Beneficiaries 0.00
Income Balance on Hand 1,023.68
For Information:
Investments Made
Changes in Holdings
COMBINED BALANCE ON HAND 206,113.85
SCHEDULE A
RECEIPTS OF PRINCIPAL
Assets Listed in Inventory
(Valued as of Date of Death)
Cash
Fulton Bank -Checking Account No. 3622-32652. 53,019.95
Member's 1st Account 5.00
UBS - MP Funds -Account No. WL15869. 280,484.88
State Farm Insurance -Refund 44.00
State Farm Insurance -Refund 103.15
Art Class -cancellation refund 90.00
Chase Credit Card -refund of overpayment 7.27
Lincoln Financial Insurance -Death benefit from M. 1,000.00
Schumacher Estate
MetLife Dental -Refund 25.00
NEJM -magazine subscription refund 113.22
Prudential Insurance -Death claim 8,103.23
Scott's Lawn Service -cancellation refund 53.26
State Farm -refund of car insurance premium 221.27
Verizon Wireless -refund 3.26
Jackson National Life Insurance -The Estate of 370,033.56
Harold R. Schumacher was the beneficiary of this
policy owned by Marilyn J. Schumacher.
Verizon -telephone credit 31.73
Paymap -reimbursement 533.02
Calvert Distribution Fund -One time payment for 107.28
undervalued investment. This fund was a part of the
UBS account.
Midstate Abstract Company - prorations for taxes, 4,571.29
sewer and HOA fees paid at real estate settlement
State Farm -Refund of jewelry insurance premium 212.16
Volbers-Klarick Qualified Settlement Fund - 2.41
(Garrotson)
State Farm -homeowner's insurance refund 506.52
York Waste -Refund 18.91
Sun Trust Mortgage -Refund 21.98
Total Cash
Personal Pro~gC~[
Firearms -per appraisal from Atlantic Tactical
889.00
Jewelry -per appraisals 18,526.00
Fiduciary
Acquisition
Value
719,312.35
-1-
SCHEDULE A
RECEIPTS OF PRINCIPAL
Continued
Personal Property -per appraisal dated March 27,
2012; Item Nos. 1, 2, 7, 8, 9, 13 and 16 were sold at the
July 28, 2012 auction.
VW Passatt -VIN # WVWJK73C88E173373 -value per
attached appraisal.
VW Jetta -VIN #3VWRZ71 K09M082423. -Sold at
private sale.
Jewelry -sold at auction on April 19, 2012
Jewelry -sold at auction on May 9, 2012
Personal Property -Sold at Auction
Personal Property -sold at auction on July 30, 2012
Total Personal Property
Real Estate -All that certain piece or parcel of real
estate being known and numbered as 115 Windrush
Lane, Mechanicsburg, PA 17055.
Total Real Estate
Total Receipts
Fiduciary
Acquisition
Value
3,235.00
12,000.00
6,000.00
1,775.00
220.00
14,347.50
330.00
57,322.50
370,000.00
370,000.00
1,146,634.85
Total Receipts of Principal 1,14s,s34.s5
-2-
SCHEDULE B
GAINS AND LOSSES ON SALES OR OTHER DISPOSITIONS -PRINCIPAL
i n Loss
04118/2012 UBS - MP Funds -Account No. WL15869.
Net Proceeds 284,517.58
Fiduciary Acquisition Value -280,484.88 4,032.70
TOTAL GAINS AND LOSSES/PRINCIPAL
LESS LOSS
NET GAIN OR LOSS
4,032.70
4,032.70
-3-
SCHEDULE C
DISBURSEMENTS OF PRINCIPAL
01/25/2012 Malpezzi Funeral Home -funeral bill 11,746.38
02/07/2012 Pizza Grille -funeral luncheon 528.29
Total Funeral Expenses
Administration Ex ep nses
12/30/2011 Fulton Bank -Checking Account No. 3622-32652. 1,177.97
Outstanding checks as of date of death.
01/17/2012 Cumberland Law Journal -Executrix's Notice 75.00
01/17/2012 Register of Wills -Probate fee 327.50
01/23/2012 U.S. Postal Service -Certified mail 11.50
01/25/2012 Discover -Credit card bill 1,583.96
01/25/2012 PACB -fee for Title to Passatt 35.00
01/25/2012 Robert Goering -real estate taxes 1,102.44
01/25/2012 STRS -return of overpayment 1,025.04
01/25/2012 Suntrust Mortgage 983.88
01/25/2012 UGI -gas bill 157.38
01/25/2012 United Water -water bill 28.73
01/25/2012 Upper Allen Township -sewer bill 112.00
01/25/2012 Verizon -combined phone, cable and internet bill 429.59
02/07/2012 PPL -electric bill 67.44
02/07/2012 The Patriot News -Executrix's Notice 58.23
02/07/2012 UGI -gas bill 178.93
0 211 412 0 1 2 Fulton Bank -checkbook fee 38.00
02/17/2012 Gail C. Hoffman -Reimburse for supplies purchased 23.71
02/17/2012 United Water -water bill 11.00
02/17/2012 Verizon -combined phone, cable and internet bill 67.39
02/17/2012 Verizon -cell phone bill 14.73
02/22/2012 Register of Wills -fee for exemplified copy of record 40.00
02/23/2012 Commonwealth of Pennsylvania -car title transfer fee 64.50
02/23/2012 PA Auto Brokers -fee to transfer car title 45.00
03/05/2012 PPL -electric bill 49.55
12,274.67
-4-
SCHEDULE C
DISBURSEMENTS OF PRINCIPAL
Continued
03/05/2012 UGI -gas bill 139.07
03105/2012 United Water -water bill 11.00
03/05/2012 Verizon 52.93
03121/2012 Suntrust Mortgage 1,967.76
03/21/2012 The Patriot News -Executrix's Notice (advanced on 54.76
behalf of M. Schumacher Estate)
03/21/2012 Windrush Homeowner's Association 460.00
03/22/2012 Merry Maids 657.20
03/23/2012 State Farm -homeowner's insurance premium 829.00
04/03/2012 York Waste 38.85
04/04/2012 PPL -electric bill 39.73
04104/2012 United Water -water bill 16.91
04118/2012 Gail C. Hoffman -Reimbursement for costs advanced 68.84
to pay expenses of the Estate
04/18/2012 Internal Revenue Service - 2011 personal income 1,145.00
taxes
04/18/2012 PA Department of Revenue - 2011 personal income 173.00
taxes
04/19/2012 Cordier Auctions 8~ Appraisals -Commission for sale 443.75
of jewelry on 4/19112
04/23/2012 U.S. Postal Service -certified mail to Dividend Capital 5.75
04/27/2012 Dennis Zerbe, Tax Collector - 2012 Real Estate Tax 1,362.33
04/27/2012 Higashi -jewelry appraisal fee 2,226.00
04/27/2012 PPL -electric bill 50.49
04/27/2012 Suntrust Mortgage 983.88
04127/2012 UGI -gas bill 63.08
04127/2012 Upper Allen Township -Sewer bill 112.00
05108/2012 Fulton Bank -returned check fee 25.00
05/09/2012 Cordier Auctions & Appraisals -commission for sale 55.00
of jewelry on 5/9/12
05/30/2012 Fifth Third Bank -payoff of 2nd mortgage on Ohio 13,832.18
property
05/30/2012 UGI -gas bill 39.90
05/30/2012 United Water -water bill 11.08
05/30/2012 Windrush Homeowner's Association 115.00
06/07/2012 Edward P. Hamann & Associates, Inc. -Ohio real 350.00
estate appraisal fee
06109/2012 PPL -electric bill 31.20
-5-
SCHEDULE C
DISBURSEMENTS OF PRINCIPAL
Continued
06/09/2012 Robert Goering -Ohio real estate tax 1,094.88
06/09/2012 UGI -gas bill 32.24
06/09/2012 United Water -water bill 11.09
06/09/2012 Windrush Homeowner's Association 115.00
06/18/2012 Suntrust Mortgage -reissued check for May mortgage 983.88
payment
06/28/2012 Dennis Zerbe - 2012/2013 School Taxes 1,539.02
06/28/2012 Gail C. Hoffman -Reimbursement for costs advanced 35.44
for paint for master bedroom at 115 Windrush Lane,
Mechanicsburg, Pennsylvania ($16.49) and postage to
mail paperwork to Fifth Third Bank ($18.95).
06/28/2012 PPL -electric bill 101.58
06/28/2012 S. Schumacher -fee to paint and spackle bedroom at 50.00
115 Windrush Lane, Mechanicsburg, Pennsylvania
06/28/2012 Suntrust Mortgage 1,967.76
06/28/2012 Windrush Homeowner's Association 115.00
06/28/2012 York Waste 38.85
07/13/2012 U.S. Postal Service -certified mail to IRS 5.95
07/16/2012 Reinsel, Kuntz 8~ Lesher - 2011 Personal Income Tax 1,850.00
preparation
07/16/2012 UGI -gas bill 24.33
07/16/2012 United Water -water bill 11.09
07/16/2012 Upper Allen Township -Sewer bill 112.00
07/28/2012 Cordier Antiques -Auctioneer's commission and 5,230.34
expenses
07/30/2012 Cordier Auctions & Appraisals -Commission for sale 82.50
of personal property on July 30, 2012
07/31/2012 PPL -electric bill 98.01
07/31/2012 UGI -gas bill 23.03
07/31/2012 United Water -water bill 11.12
08/16/2012 Register of Wills -fee for Short Certificate 4.00
08/17/2012 American Home Shield -home warranty 460.00
08/17/2012 Coldwell Banker - realtor's commission 22,595.00
08/17/2012 Dennis Zerbe, Tax Collector -Tax Certification fee 10.00
08/17/2012 Dennis Zerbe, Tax Collector - 2012 School Taxes 3,078.51
08/17/2012 Midstate Abstract -overnight and wire fee 30.00
08/17/2012 Recorder of Deeds -Realty Transfer Tax 3,700.00
08/17/2012 Seller's Assist -paid at real estate settlement 2,500.00
-s-
.SCHEDULE C
DISBURSEMENTS OF PRINCIPAL
Continued
08/17/2012 Suntrust Mortgage -payoff of mortgage 189,265.36
08/17/2012 Upper Allen Township - Sewer 112.00
08/28/2012 PPL -final electric bill 83.58
08/28/2012 UGI -final gas bill 18.95
08/28/2012 United Water -final water bill 8.16
09/26/2012 Register of Wills -filing fee for PA Inheritance Tax 30.00
Return and Inventory
09/26/2012 Register of Wills -additional probate 300.00
09/26/2012 U.S. Postal Service -Certified mail to Register of Wills 11.35
10/04/2012 United Parcel Service -Overnight mail to Susan B. 27.99
Caldwell of Cors 8~ Bassett
10/26/2012 Lynn Georg -payment for work to clean and prepare 150.00
115 Windrush Lane for sale
12/06/2012 Lynn Georg -payment for work to clean and prepare 300.00
115 Windrush Lane for sale
TO BE PAID RESERVES: -Costs to conclude administration of 3,500.00
Estate, including filing of PA Inheritance Tax Return
and Inventory, preparation and filing of Fiduciary
Income Tax Returns, preparation and filing of Court
Accounting
Total Miscellaneous Administrative Expenses
Federal, State and Local Taxes
03/28/2012 Register of Wills, Agent -payment of PA Inheritance 61,793.11
Taxes at 5% discount
09/26/2012 Treasurer of Hamilton County -Ohio Non-Resident 2,702.99
Estate Tax
Total Taxes
Commissions
'PO BE PAID
Gail C. Hoffman -Executrix's commission
Total Commissions
35,037.44
272,787.17
64,496.10
35,037.44
-7-
SCHEDULE C
DISBURSEMENTS OF PRINCIPAL
Continued
Fees
07/25/2012 Donnellon, Donnellon & Miller -Registered land 734.50
attorney for Ohio real estate
09/26/2012 Jennifer B. Hipp, Esquire -Fees for representation of 16,401.00
Estate per agreement
01/03/2013 Cors & Bassett -Attorney's fees for Ohio estate 5,647.50
administration
~O BE PAID Jennifer B. Hipp, Esquire -Fees for representation of 3,549.00
Estate per agreement
Total Fees
TOTAL DISBURSEMENTS OF PRINCIPAL
26,332.00
410,927.38
-$-
SCHEDULE D
DISTRIBUTIONS OF PRINCIPAL
01/31/2012 Gail C. Hoffman -Distribution of jewelry items
01131!2012 H. Robert Schumacher, II -Distribution of firearms
(Beretta 92 FS and Winchester 88 .308 NIB)
01/31/2012 Karen A. Schumacher -Distribution of jewelry items
01/31/2012 Mary E. Stewart -Distribution of firearms (Winchester
94 30-30 and Remington 1100 12GA)
01/31/2012 Mary E. Stewart -Distribution of jewelry items
01/31/2012 Mary E. Stewart -Distribution of items of personal
property
01/31/2012 Steven M. Schumacher -Distribution of jewelry items
06/28/2012 Gail C. Hoffman -Advancement
06/28/2012 Mary E. Stewart -Advancement
12/31/2012 H. Robert Schumacher, II -Distribution of VW Passatt
-VIN # VWVJK73C88E173373.
17,127.00
562.00
91.00
327.00
964.00
3,235.00
344.00
300,000.00
200,000.00
12,000.00
TOTAL DISTRIBUTIONS TO BENEFICIARIES
534,650.00
534,650.00
*Distribution to all beneficiaries is equivalent as per the terms
of the Last Wills and Testaments of Marilyn J. Schumacher (date
of death 12/8/2011) and Harold R. Schumacher (date of death
12/30/2011) when the estate administrations are considered in
total. The Accounting for Marilyn J. Schumacher is filed of even
date herewith.
** The proposed distribution to Mary E. Stewart takes into
account that Mary E. Stewart is the beneficiary of Ohio real
estate valued at $75,000.00. An Ohio estate administration has
been concluded for the transfer of the Ohio real estate to Ms.
Stewart.
-9-
SCHEDULE G
RECEIPTS OF INCOME
05/08/2012 UBS -dividend 1,023.68
1,023.68
TOTAL DIVIDEND INCOME
TOTAL RECEIPTS OF INCOME
1,023.68
1,023.68
-10-
PROPOSED DISTRIBUTIONS TO BENEFICIARIES
TO:
H. Robert Schumacher, II -Proposed Distribution to trust account at
Raymond James
Karen A. Schumacher -Proposed Distribution to trust account at
Raymond James
Steven M. Schumacher -Proposed Distribution to trust account at
Raymond James
Tota I
Current Value
01/31/2013
or as noted
Fiduciary
Acquisition
Value
34,305.83
86,030.51
85,777.51
206,113.85
206,113.85
*Distribution to all beneficiaries is equivalent as per the terms
of the Last Wills and Testaments of Marilyn J. Schumacher (date
of death 12/8/2011) and Harold R. Schumacher (date of death
12/30/2011) when the estate administrations are considered in
total. The Accounting for Marilyn J. Schumacher is filed of even
date herewith.
** The proposed distribution to Mary E. Stewart takes into
account that Mary E. Stewart is the beneficiary of Ohio real
estate valued at $75,000.00. An Ohio estate administration has
been concluded for the transfer of the Ohio real estate to Ms.
Stewart.
-11-
In the Court of Common .Pleas of Cumberland County, Pennsylvania
Orphans' Court Division
File No. 21-12-0062
Estate of Harold R. Schumacher, Deceased
Verification
Gail C. Hoffman, Executrix under the Last Will and Testament of Harold R. Schumacher, Deceased,
hereby declares under oath that he/she has fully and faithfully discharged the duties of his/her
office; that the foregoing Account is true and correct and fully discloses all significant transactions
occurring during the accounting period; that all known claims against the Estate have been paid in
full; that, to his/her knowledge, there are no claims now outstanding against the Estate; that all
taxes presently due from the Estate have been paid; and that the grant of Letters Testamentary and
the first complete advertisement thereof occurred more than four months before the foregoing
Account.
This statement is made subject to penalties of 18 Pa. C.S.A. Section 4904 relating to unsworn
falsification to authorities.
Dated: ~ ~~~,.. , ~ ~ ~ ~, ~ -> ~~
Gail C. Hoffman, Executrix
IN RE
IAA TATS OF
OF BOLD R . SC
MECHAN ER ALLE UMACHER
COUNTY =CSBURG N T OWNSR.? LATE ~ IN TH
DECEASED PENN.SYLU UNI$ERL~ CUMBER COURT O
AN=A D LA1V D CO UN COMMON
ORPHAIUS , TY~ PENN PLEAS OF
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°f Karol xER.EBY G rCE O.F F2 X1-12 _ ~ ~ 5 I'SrON
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filed as umberlan .posed Dist ~ dale f1le °~ the E
~~ public re d County rlbu~iOn d her Fir state
the First cord and Regls~er In the ab s~ and Fi
yp and Final may be ins °~ Wills p °Ve'captio nal
U ARE FUR Account petted Bice whe ned
count mus THER nOti ~ as .filled. Enclosed re the sam
ha ~ be file fled ghat herewith e is
ns
Court O In wrl ti any except ~ Zs a copy
as set fi ce not ng a ~ the j ons °r ob
forth be later tha Cumberland JectiOns ~
UNLESS w low n the au C°un~y ° said
1 t rl ~ ~ en exc d= ~ day o Clerk of
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