HomeMy WebLinkAbout02-01-13F:\FILES\Clients\14644 Baumbach\14644.3 estateU4644.3.petititon.adjudication
DECEDENT'S ESTATE
COURT OF COMMON PLEAS OF
CUMBERLAND COUNTY, PENNSYLVANIA
ORPHANS' COURT DIVISION
ESTATE OF DONALD W. BAUMBACH, SR., DECEASED
No. 21-11-01213
PETITION FOR ADJUDICATION /
STATEMENT OF PROPOSED DISTRIBUTION
PURSUANT TO Pa. O.C. Rule 6.9
This form maybe used in all cases involving the Audit of the Account ofa Decedent's Estate. Ifspace
is insufficient, riders may be attached. Attach the spouse's election, ifany; the papers required under
items 8-19 inclusive; and any instrument pertinent to the adjudication.
INCL UDE ATTACHMENTS AT THE BACK OF THIS FORM.
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Name of Counsel:
Christopher E. Rice, Esquire ~ ~ ~
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Supreme Court LD. No.: 90916 ~ ~ ~-~+ ~ -`' ~'"
Name of Law Firm: MARTSON LAW OFFICES
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Address: 10 East High Street, Carlisle, PA 17013 "~ ~ ~,~ t i o
Telephone:
(717) 243-3341 ~ ~, -n
Fax: (717) 243-1850
Form OC-01 rev. /0. 13.06 Page 1 of 8
Estate of Donald W. Baumbach, Sr., Deceased
1. Name(s) and address(es) of Petitioner(s):
Name. Mary J. Robertson
Address: 604 Copper Circle
Carlisle, PA 17015
Identify any executors or administrators who have not joined in the Petition for Adjudication and Statement
of Proposed Distribution and state reason:
Is this the first accounting by this fiduciary? .................................... ®Ye:s ^ No
If not, identify prior accountings, the accounting periods covered, and the date of adj udication of the
prior accounting.
2. Decedent died on November 3, 2011.
® Letters Testamentary or ^ Letters of Administration were granted to Petitioner(s) on
November 10, 2011.
Date of Will (if applicable): February 8, 2005
Date(s) of Codicil(s) (f applicable): Not applicable.
Date of probate (if 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? ..................... ®Yes ^ No
Dates of advertising of the grant of Letters: The Sentinel: January 18, 25 and February 1, 2012
Cumberland Law Journal: January 27 and February 3 and 10, 2012
Form OC-01 rev. /0. 13.06 Page 2 of 8
Estate of Donald W. Baumbach, Sr., 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 1ZO1 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): None.
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
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.
Form OC-01 rev. /0. 13.06 Page 3 of 8
Estate of Donald W. Baumbach, Sr., Deceased
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 Partv in Interest Relationship and Comments, if any Interest
Mary J. Robertson Daughter 1/5 of Estate residue per
604 Copper Circle Item Seventh of Will
Carlisle, PA 17015
Alice E. Deimler Daughter 1/5 of Estate residue per
1016 Chestnut Street Item Seventh of Will
Middletown, PA 17057
Donald W. Baumbach, Jr. Son $22,700.00 Specific
32 N. Lumber Avenue Bequests per Items
Marietta, PA 17547 Second and Sixth. of
Will; 1/5 of Estate
residue per Item Seventh
of Will
Randy W. Baumbach Son $23,230.00 Specific
604 Copper Circle Bequests per Items
Carlisle, PA 17015 Fourth and Sixth of
Will; 1/5 of Estate
residue per Item Seventh
of Will
Jonathan G. Baumbach Son 1/5 of Estate residue per
2121 Old Hollow Road, Apt. 1 Item Seventh of Will
Mechanicsburg, PA 17055
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 aIpointed.
If no Guardian has been appointed, identify the next of kin of such party, giving the name,
address and relationship of each.
Form OC-01 rev. /0. 13.06 Page 4 of 8
Estate of Donald W. Baumbach, Sr., Deceased
C. State why a Petition for Guardian/Trustee Act Litem has or has not been filed for this Audit
(see Pa. D. 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.
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
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:
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
07/26/2012
$5,547.16
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.
Form OC-01 rev. /0. 13.06 Page 5 of 8
Estate of Donald W. Baumbach, Sr., Deceased
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? ........................ ^ 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.
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: $10,510.00
Purpose: Martson Law Offices, estimated attorney fees, $3,500.00
Mary J. Robertson, Executrix's commission, $6,610.00
Martson Law Offices, costs advanced, $400.00
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? .................................................... ^ S'es ®No
If so, attach a copy of the notice.
19. Is the Court being asked to direct the filing of a Schedule of Distribution? ........ ®~'es ^ No
As to real estate only? .................................................. ^ Yes ®No
Form OC-01 rev. /0. 13.06 Page 6 of 8
Estate of Donald W. Baumbach, Sr., 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
None.
B. Principal:
Proposed Distributee(s) Amount/Proportion
Mary J. Robertson 1/5 of estate residue
604 Copper Circle
Carlisle, PA 17015
Alice E. Deimler 1/5 of estate residue
1016 Chestnut Street
Middletown, PA 17057
Donald W. Baumbach, Jr. 1/5 of estate residue
32 N. Lumber Avenue
Marietta, PA 17547
(payable to Dauphin County DRS
per Court Order dated February 6, 2012)
Randy W. Baumbach 1/5 of estate residue
604 Copper Circle
Carlisle, PA 17015
Jonathan G. Baumbach 1/5 of estate residue
2121 Old Hollow Road, Apt. 1
Mechanicsburg, PA 17055
Submitted By:
(All petitioners must sign.
Add additional lines if necessary):
Mary J. q ertson, Executrix of the Estate of Donald W.
Baumbach, Sr.
Form OC-01 rev. /o. 13.06 Page 7 of 8
Estate of Donald W. Baumbach, Sr., Deceased
Verification of Petitioner
(Verification must be by at: least one petitioner.)
The undersigned hereby verifies she is the Executrix of the above-named Estate 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).
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Mary J. R son, Executrix of the Estate of Donald W.
Baumbach, Sr.
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.
Christopher E. Rice, Esquire
Form OC-01 rev. /0. 13.06 Page 8 of 8
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:
January 27, February 3, and February 10 2012
Affiant further deposes that he is authorized to verify this statement by the Cumberland
Law Journal, a legal periodical of general circulation, and that he is not interested in the subject
matter of the aforesaid notice or advertisement, and that all allegations in the foregoing
statements as to time, place and character of publication are true.
'sa Marie Coyne, E ' or
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Baumbaeh, Donald W., 8r., deed.
Late of the Borough of Camp Hill.
Executrix: Mary J. Robertson, 604
Copper Circle, Carlisle, PA 17015.
Attorney: None.
SWORN TO AND SUBSCRIBED before me this
10 of February, 2012
Notary
NOTARIAL-SEA~L~
DEBORAH A COLLINS
Notary Public
CARLISLE BOROUGH, CUMBERLAND COUNTY
My Commission Expires Apr 28, 2014
PROOF OF PUBLICATION
State of Pennsylvania, County of Cumberland
Tackie Cox, Sales Director, of The Sentinel, of the County and State aforesaid, being duly
sworn, deposes and says that THE SENTINEL, a newspaper of general circulation in the
Borough of Carlisle, County and State aforesaid, was established December 13,1881,
since which date THE SENTINEL has been regularly issued in said County, and that the
printed notice or publication attached hereto is exactly the same as was printed and
published in the regular editions and issues of
THE SENTINEL on the following day(s):
lanuar~ 18 and TanuaryT d Februar 1Y , 2012
COPY OF NOTICE OF PUBLICATION
EXECUTRIJt NOTICE
Cati~ra of 1MTNtarn~ntgry on tMi Esfatr o{ pONAID W BAUMBACH.8R.,
IaN ot.fha BorbuOh of`EamP Wild CumbPrfand County PeFU>s~liranyt;;
daosaaad; Itaw QraMOd h- tha undaretOnad. ., .
All persona knowing thambiNa~ t0 bi IndYb tot h~ eafd ~4~ wjtl ttiakt
psyfi~rtt immsdkhly and thoN havU-p clelms w~i pnrsanf tlir,'nr for : ;,
aettlsmfnt+ . .: ,
.~,.
. rrA+iry J. pobarraun, Exeoutrtx
60~ Copper Ein;(a
: , „ '~, Y Ca-1ta1a, PA 17015
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 e. _
to and subscribed before me this
Z
Lj
Notary Public
My commission expires:
--rv_.__.,_._
riora~lAL SEAL
BADA81 ANN HCCKENDORN
Notary Public
CARLISLE BOROUGH, CUMBERLAND CNTY
ivty Commission Expires Jan 27, 2014
F:~FILES\Clirnts~ 14644 Baumbach! 14644.3 atate\ 14644.3. account.notice.wpd
IN RE:
ESTATE OF DONALD S. BAUMBACH, SR.,
DECEASED
IN THE COURT OF COMMON PLEAS OF
CUMBERLAND COUNTY, PENNSYLVANIA
ORPHANS' COURT DIVISION
NO. 21-11-01213
LATE OF THE BOROUGH OF CAMP HILL,
CUMBERLAND COUNTY,
PENNSYLVANIA
NOTICE OF FILING FIRST AND FINAL ACCOUNT AND
PETITION FOR ADJUDICATION/SCHEDULE OF PROPOSED DISTRIBUTION
AND CALL FOR AUDIT OR CONFIRMATION
NOTICE IS HEREBY GIVEN that Mary J. Robertson, Executrix of the Estate of Donald S.
Baumbach, Sr., deceased, has this date filed the First and Final Account and Petition for
AdjLudication/Schedule ofProposed Distribution in the above-captioned Estate in the Office of the Clerk of
the Orphans' Court in and for Cumberland County, Pennsylvania, where the same is filed as public record
and may be inspected. Copies of the Account and Petition are enclosed for your information.
YOU ARE FURTHER NOTIFIED that any exceptions or obj ections to said Account or Petition must
be filed in writing at the office of the Clerk of the Orphans' Court, Cumberland County Courthouse, Carlisle,
PA 17013, aforesaid prior to the confirmation of said Account and Schedule of Proposed Distribution
scheduled as set forth below.
UNLESS written exceptions or objections are filed prior thereto, said Account will be presented by
the Clerk of the Orphans' Court to the above-captioned Court in Court Room No. 1 of the Cumberland
County Courthouse, Carlisle, Pennsylvania, at 9:30 a.m. prevailing time, on Tuesday, March 5, 2013, at
which time said Account will be confirmed and distribution ordered in accordance with the Petition for
Adjudication/Schedule of Proposed Distribution.
By
Date of Notice: February 1, 2013
MARTSON LAW OFFICES
Christopher E. Rice, Esquire
10 East High Street
Carlisle, PA 17013
(717) 243-3341
Attorney for Estate of Donald S. Baumbach, Sr.
NOTICES TO:
Mary J. Robertson
604 Copper Circle
Carlisle, PA 17015
Randy W. Baumbach
604 Copper Circle
Carlisle, PA 17015
Alice E. Deimler
1016 Chestnut Street
Middletown, PA 17057
Donald W. Baumbach, Jr.
32 N. Lumber Avenue
Marietta, PA 17547
Jonathan G. Baumbach
2121 Old Hollow Road, Apt. 1
Mechanicsburg, PA 17055
Dauphin County Court of Common Pleas
Domestic Relations Section
P.O. Box 1295
Harrisburg, PA 17108
F:\FILES\Clients\14644 Baumbach\14644.3 estate~14644.3.account2.wpd
IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PA
ORPHANS' COURT DIVISION
FILE NO. 21-11-01213
FIRST AND FINAL ACCOUNT OF MARY J. ROBERTSON,
EXECUTRIX OF THE ESTATE OF DONALD W. BAUMBACH, SR.,
LATE OF THE BOROUGH OF CAMP HILL,
CUMBERLAND COUNTY, PENNSYLVANIA
Social Security Number:
Tax ID Number:
Date of Death:
Date of Incapacity, if any
Date of Executor's Appointment:
Letters Advertised:
Sentinel -
Cumberland Law Journal -
Accounting for the period:
200-22-5244
45-6582706
11/03/2011
None
11/10/2011
1/18/2012, 1/25/2012 and 2/1/2012
1/27/2012, 2/3/2012 and 2/10/2012
11/3/2011 to 12/31/2012
Purpose of the Account: Mary J. Robertson, 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:
Christopher E. Rice, Esquire
MARTSON LAW OFFICES
10 East High Street
Carlisle, PA 17013
(717) 243-3341
Supreme Court No. 90916
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SUMMARY OF ACCOUNT
Page
No.
PRINCIPAL
Receipts
Net Gains (bosses) on Disposition
Less Disbursements
Debts of Decedent
Funeral Expenses
Administration Expenses
Federal, State & Local. Taxes
Fees and Commissions
Balance Before Distributions
Distributions to Beneficiaries
Principal Balance on Hand
INCOME
Receipts
Income transferred to principal
Income Balance on Hand
3
4 $ 18,922.26
4 $ 11,167.00
4&5 $ 4,319.01
5 $ 5,547.16
5 & 6 $ 14,319.00
6
6
7
COMBINED BALANCE ON HAND
-2-
Fiduciary
Acquisition
Value
175,442.86
0.00
175,442.86
- 54,274.43
121,168.43
- 50,370.00
70,798.43
482.61
-482.61
0.00
70,798.43
PRINCIPAL REC_E_ IPTS
Real Estate
Real estate located at 3410 Walnut Street, Camp Hill Borough, Camp Hill, PA 100,000.00
Real estate located at Lot #7, Hill Island, Middletown, PA 17057 45.000.00
Total 145,000.00
Personal Effects
Household goods and personal property 1.,000.00
1987 Cox boat trailer 100.00
1986 Sea King boat trailer 100.00
1987 14' Alumacraft boat 630.00
1988 14' Loaves Industry boat 630.40
1990 7' Aquamate paddle boat 50.00
2000 Ford Contour 2,000.00
Man's diamond ring 200.00
Total 4,710.00
Other
Citizens Bank checking account #09b-2, close of account 16,006.31
County tax proration 563.52
School tax proration 439.60
Sewer and water proration 145.05
Country Meadows Nursing Home refund 6,615.00
Miscellaneous Deposit - 2011 income tax refund and close of New 1,480.77
Cumberland Federal Credit Union account #067995
Income transferred to principal 482.61
Total 25,"732.86
TOTAL RECEIPTS OF PRINCIPAL 175,442.86
-3-
PRINCIPAL DISBURSEMENTS
DEBTS OF DECEDENT
l~Tew Cumberland Federal Credit Union, balance due as of sale 17,625.32
of real estate
New Cumberland Federal Credit Union, payments made prior to 1.,015.72
sale of real estate
11/16!11 Continuing Care, prescription as of date of death 97.69
11/21/11 UGI, account payable as of date of death 93.79
11/23/11 Water and sewer, account payable as of date of death 49.94
11/23/11 Verizon, account payable as of date of death 39.80
Total 18,922.26
FUNERAL EXPENSES
11/09/11 Bob Brant Catering 230.00
12104/11 Matinchek and Daughter Funeral Home 9,877.00
12!17!11 Gingrich Memorial 1.060.00
Total 11,167.00
ADMINISTRATION EXPENSES
11!10/11 Register of Wills, probate fee 323.50
11/14/11 The Sentinel, advertising 125.82
11/14/11 Cumberland Law Journal, advertising 75.00
11/16/11 C;RF Mechanical., Inc., furnace maintenance 89.45
11/26/11 Postage 17.60
12/04/11 State Farm, homeowner's insurance 133.36
03/21/12 Woof Appraisal Services, Cumberland County property 350.00
03/29/12 Marriott HVAC, furnace maintenance '?61.29
03/29/12 Labor at house (Mary Robertson) 100.00
-~-
04/04/12 Sewer, paid at settlement
04/04/12 County taxes, paid at settlement
04/24/12 UGI, final invoice
04/24/12 Water and Sewer, final invoice
05/09/12 :House repairs (Mary Robertson)
05/15/12 Clouser Real Estate Appraisals, Dauphin County property
05/15/12 PPL, final invoice
05/25/12 Repair leak (Mary Robertson)
12/31/12 Citizens Bank estate checking account #982-8, service charges
i:hrough 12131 / 12
12/31/12 Citizens Bank estate money market account #038-9, service
charges through 12/31/12
'total
FEDERAL. STATE & LOCAL TAXES
07/26/12 Register of Wills, Agent, Inheritance Tax
Total
FEES AND COMMISSIONS
315.00
758.2b
344.21
151.16
500.00
375.00
163.36
200.00
20.00
_ l 6.00
4,319.01
5,547.16
5,547.16
02/08/12 Martson Law Offices, bar referral fee 25.00
02/15/12 Martson Law Offices, fees, sale of real estate 407.00
12/10/12 Martson Law Offices, partial attorney's fees 3,:360.50
12/10/12 Martson Law Offices, disbursements to date:
Filing fee, Inheritance Tax Return
Register of Wills, copy of Will 16.50
Reserved: Mary J. Robertson, Executrix's commission 6,610.00
Reserved: Martson Law Offices, balance of attorneys' fees 3,.500.00
-5-
Reserved: Martson Law Offices, miscellaneous filing fees and _ 400.00
expenses
Total 14,319.00
TOTAL PRINCIPAL DISBURSEMENTS $54,274.43
PRINCIPAL DISTRIBUTIONS TO BENEFICIARIES
~ecific Bequest
TO: Donald W. Baumbach, Jr.
Per Item Second of Will,
In Kind: Diamond ring 200.00
Per Item Sixth of Will:
In Kind: One-half (Y2) interest in Dauphin Co., real estate 22,500.00 22,700.00
TO: Randy W. Baumbach
Per Item Fourth of Will,
In Kind: Boat and trailer 730.00
Per Item Sixth of Will,
In Kind: One-half ('/2) interest in Dauphin Co., real estate 22,500.00 23,230.00
Residue
Household goods, personal property, boat trailer, boat, paddle boat and Ford 3,780.00
Contour have been divided among Mary J. Robertson, Alice E. Deimler, Donald
W. Baumbach, Jr., Randy W. Baumbach and Jonathan G. Baumbach, as they have
agreed
TO: Alice Deimler
Cash: 660.00
TOTAL PRINCIPAL DISTRIBUTIONS TO BENEFICIARIES 50,370.00
RECEIPTS OF INCOME
Interest on Citizens Bank checking account #096-2 through close 0.35
Interest on Citizens Bank Estate checking account #982-8 through 1.25
12/31 /2012
Interest on Citizens Bank Estate money market account # 038-9 through
12/31/2012 X81.01
Total 482.61
TOTAL RECEIPTS OF INCOME 482.61
-6-
DISBURSEMENTS OF INCOME
Income transferred to principal 482.61
TOTAL DISBURSEMENTS OF INCOME 482.61
DISBURSEMENTS OF INCOME TO BENEFICIARIES
None 0.00
TOTAL DISBURSEMENTS OF INCOME TO BENEFICIARIES 0.00
INCOME BALANCE ON HAND
TOTAL INCOME BALANCE ON HAND 0.00
`~'n~i CZ ~ ~~~ , ~x~c C
Mary J. ertson, Executrix of the
Will of Donald W. Baumbach, Sr., Deceased
-7-
VERIFICATION
Mary :f. Robertson, Executrix of the Will of Donald W. Baumbach, Sr., 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; that, 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.
Mary J. ob rtson, Executrix
Dated: ~ t ~ ~~~ 1 ~3
-8-
IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PA
ORPHANS' COURT DIVISION
FILE NO. 21-11-01213
FIRST AND FINAL ACCOUNT OF MARY J. ROBERTSON,
EXECUTRIX OF THE ESTATE OF DONALD W. BAUMBACH, SR.,
LATE OF THE BOROUGH OF CAMP HILL,
CUMBERLAND COUNTY, PENNSYLVANIA
SCHEDULE OF PROPOSED DISTRIBUTION
Mary J. Robertson, Executrix of the Last Will and Testament of Donald W. Baumbach, Sr.,
deceased, proposes to distribute the balance in her hands, to wit: $70,798.43, in accordance with the
said Last Will and Testament as heretofore filed in the Office of the Register of Wills of Cumberland
County, Pennsylvania, as follows:
TO: Mary J. Robertson, per Item Seventh of said Will:
Cash: 14,159.69
TO: Alice E. Deimler, per Item Seventh of said Will:
Cash previously distributed: 660.00
Cash balance remaining: 13.499.69
Total 14,159.69
TO: Donald W. Baumbach, Jr., per Item Seventh of said Will:
Cash: (payable to Dauphin County DRS per
Court Order dated February 6, 2012) 14,159.69
TO: Randy W. Baumbach, per Item Seventh of said Will:
Cash: 14,159.68
TO: Jonathan G. Baumbach, per Item Seventh of said Will:
Cash: 14,159.68
TOTAL BALANCE FOR DISTRIBUTION $70,798.43
STATEMENT OF THE REASONS FOR THE PROPOSED DISTRIBUTION
The above distribution is proposed in accordance with the Last Will and Testament ofDonald
W. Baumbach, Sr.
Mary J. Ro ertson, Executrix
Sworn and subscribed to before me this ~`'~
~ay of bruary, 2 ,, ~ r,~ ~.~'
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Notary Pub11C ~o:ariai :iea! _Y
McEissa ,4. SC!'ivliY, Notary NsaCu.
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I, DONALD W BAUMBACH, SR., of Camp Hill, Cumberland County, Pennsylvania,
revoke my prior wills and declare this to be my Last Will:
FIRST: PAYMENT OF EXPENSES - I direct that the expense of my last illness and funeral be
paid from my estate as soon as may conveniently be done.
SECOND: BEQUEST - I give, devise and bequeath my diamond ring to my son, DONALD W
BAUMBACH, JR.
THIRD: BEQUEST - I give, devise and bequeath my 1996 Nissan Pick-up Truck to my son,
JONATHAN GUY BAUMBACH.
FOURTH: BEQUEST - t give, devise and bequeath my 14' Boat, Trailer, and Motor to my son,
RANDY W BAUMBACH.
FIFTH: BEQUEST - I give, devise and bequeath the right to select any items they desire from
my personal residence to my daughters, MARY ROBERTSON and ALICE E DEIMLER.
SIXTH: BEQUEST - I give, devise and bequeath my real estate located at Lot #7, Hill Island,
Dauphin County, Pennsylvania, to my sons, DONALD W BAUMBACH, JR., RANDY W
BAUMBACH, and JONATHAN GUY BAUMBACH, as Joint Tenants with the Right of
Survivorship.
SEVENTH: RESIDUE OF ESTATE - I give, devise and bequeath all the rest, residue and
remainder of my estate unto my children, MARY ROBERTSON, DONALD W BAUMBACH,
JR., ALICE E DEIMLER, RANDY W BAUMBACH and JONATHAN GUY BAUMBACH in as
nearly equal shares as possible, per stirpes.
EIGHTH: PROTECTIVE PROVISION - To the greatest extent permitted by law, before actual
payment to a beneficiary, no interest in income or principal shall be (i) assignable to a
beneficiary or (ii) available to anyone having a claim against a beneficiary.
NINTH: DEATH TAXES -All federal, estate and other death taxes payable on the property
forming my gross estate, whether or not it passes under this will, shall be paid out of the
principal of my probate estate just as if they were my debts, and none of those taxes shall be
charged against any beneficiary. This provision shall not apply to any property over which I
have a general power of appointment of federal estate tax purposes.
TENTH: MANAGEMENT PROVISIONS - I authorize my Executrix, as follows:
A. Retain/invest: To retain and to invest in ali forms of real estate and personal
1
'•.Forrestrn;.~rs~~htred~ocslt:etd Process?ns;tes~ate plarr:uis;lcliu:?Ys work!oaurnb<,c~~, sr., do~~a+.d'n'.LWEz~I".U5.4U~(i1~6.J<i05.rac ~
property, including common trust funds, mutual funds and money market deposit
accounts and certificates of deposit, regardless of any limitations imposed by law on
investments by executors or any principle of law concerning investment diversification;
B. Compromise: To compromise claims and to abandon any property which, in my
Executrix's opinion, is of little or no value;
C. Borrow: To borrow from and to sell property to others, and to pledge property as
security for repayment of any funds borrowed;
D. Sell/Lease: To sell at public or private sale, to exchange or to lease for any period of
time, any real or personal property and to give options for sales of leases;
E. Capital Changes: To join in any merger, reorganization, voting-trust plan or other
concerted action of security holders, and to delegate discretionary duties with respect
thereto;
F. Distribute: To distribute in kind and to allocate specific assets among the
beneficiaries (including any custodian hereunder) in such proportions as my Trustee
may think best, so long as the total market value of any beneficiary's share is not
affected by such allocation.
These authorities shall extend to all property at any time held by my Executor/rix or my
Trustee and shall continue in full force until the actual distribution of all such property.
All powers, authorities and discretion granted by this Will shall be in addition to those
granted by law and shall be exercisable without court authorization.
ELEVETH: EXECUTOR - I appoint my daughter, MARY ROBERTSON, Executrix of my Will. In
the event of the death, resignation, renunciation or inability of MARY ROBERTSON to act as
Executrix, I appoint my daughter, ALICE E DEIMLER, Executors of this, my Will. Neither my
Executrix, nor any successor shall be required to give bond.
IN WITNESS WHEREOF, I have hereunto set my hand and seal this 08th day of FEBRUARY,
2005.
L
DONALD W BAUMBACH, SR.,, Testator
In our
at hi s
ce, the above-named Testator signed this and declared it to be his will, and now,
and~n~hi~s p~rese~j end i~ the presence of each other, we sign as witnesses:
2
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F: ~. rc.,[~riy:~r's~S.rr _~ .~.,cs~.~Nore . ucessu?c3`,es?ate pL•,r:r;ing!~ti<:nYs workl8rurr"~<u:!;; .;'., ~cr;ralc'.v.! ;^3&T.t35-dU 01&o.Jai+t7~,c7rC ~'
STATE OF PENNSYLVANIA .
SS
COUNTY OF FRANKLIN .
I, DONALD W BAUMBACH, SR., having been duly qualified according to law,
acknowledge that I signed the foregoing instrument as my Will, and that I signed it as my free and
voluntary act for the purposes therein expressed.
~.
DONALD W AUMBACH, S ., Testatoi-
We, DONALD W BAUMBACH, 5R., the Testator in and the undersigned witnesses to the
Will, the attached or foregoing instrument, who have signed the instrument, having been qualified
according to law do depose and say:
(a) that I, the Testator, do hereby acknowledge that 1 signed the instrument as my Will, that
I signed it willingly and as my free and voluntary act for the purposes therein expressed;
and
(b) that we, the witnesses, were present and saw the Testator sign and execute the
instrument as his Will, that he signed it willingly and executed it as his free and voluntary
act for the purposes therein expressed; that each of us in the hearing and sight of the
Testator signed the Will as witnesses and that to the best of our knowledge, the Testator was
at that time eighteen or more years of age, of sound mind and under no constraint or undue
influence.
-~
vv i [n ess
Subscribed, sworn to or affirmed,
and acknowledged before me by the
above-named Testator and by the
witnesses whose names appear on
this 08~h day of FEBRUARY.
Notary ublic
NOTARIAL SEAL
FOREST N. MYERS, NOTARY PlJBLIC
SHIPPENSBURG BOROUGH, COUNTY OF FRANKLIN
MY COMNNSSION EXPIRES DECEMBER 17, 2005
3