HomeMy WebLinkAbout05-16-13 �>JICC , �1 �� 1 � '�
��co.;�. -�. ;�-r ;=;_ ��r-
�,��:�. _-,� .�� , ,,.�_s
DECEDENT'S ESTATE -!;� ("iilV '.'.i f?`i `; u5
�, ��,,... �. .
��,
COURT OF COMMON PLEAS OF �'r' ''��'•''' �- ""'`` '
Cumberland COUNTY, PENNSYLVANIACUWS[s�''r,�r'.."t-� "� , ���r',
ORPHANS' COURT DIVISION
ESTATE OF Rozella M. McLane , DECEASED
No. 21-11-0902
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 ia� insufficient, riders may be attached. Attach the spouse's election, df any; the papers
required under items 8-19 inclusive; and any instrument pertinent to the adjudication.
lNCL UDE ATTACHMENTS AT THE BACK OF THIS FORM.
Name of CounseL Keith O. Brenneman, Esquire
Supreme Court I.D. No.: 47077
Name of Law Firm; Snelbaker& Brenneman, P.C.
Address: 44 West Main Street, Mechanicsburg, PA 17055
Telephone: �17-697-8528
Fax: 717-697-7681
Fo.n�oc-oi rei•. l0.13.06 Page 1 of 10
Estate of Rozetla M. McLane , Deceased
1. Name(s}and address(es}af Petitioner{s}:
ry.ome Sharon S.Umholtz Creedin L.Stoner
nda.ess: g23 Boiling Springs Road SOb E.Marble Street
Mechanicsburg,PA 17Q55 Mechanicsburg,PA 17Q55
ldentify any executors ar administrators who have not joined in the Petition for
Adjudication and Statament of Propased D'sstribution and state season:
None
Is this the first accounting by this fiduciary? . . . . . . . . . . . . . . . . . . . . . m Yes � No
If'nat, identif} prior accountings,tha accounting periods cavered, and Che date of
adjudication ofthe prior acoounting.
2. Decedent died on 08/OSI2011
� Getters Testamentary ar �Letters af Administration were granted to Petifroner{s}on
0$/251201 I
Uate of Wi!! (ifa�plicable): fl4t2���ygy
Date(s) aPCodicil(s} (ifap�licable): N/A
L)ate of probate {if differen!from dr�te Letters granted): ��me as abave
Was a bond requ4red?�Yes �1Va tf yes, state amount:
Are proofs of advertising ofthe grant af Letters attached? . . . . . . . . . m Yes (�No
Dates of advertising of the grant of Letters:�umberland Law 3ournal, September 9,
16, & 23, 2011 and The Sentinel, September 6, 13, & 20, 2011
F�rmoaor rev, l(l.13.06 Page 2 of i0
Estate of Rozella �I. McLane , I3eceased
3. Was decedent survived by a spouse? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . �Yes m No
if yes, name of the surviving spouse:
4. Has the surviving spouse filed to take an elective share? . . . . . . . . . . . . . DYes 0 No
( ee Section 22t11 et s�. of the Prabate, Esiates and Fiduciaries Cocte}
If yes, date of eleekipn:
5. In the case ofan intestacy, state the names of the decedent"s surviving children or
surviving issue of deeeased children {if nr�ne, so state);
N/A
6. Did decedent marry after execution of Will or Cadicii(s)? . . . . . . . . . . . 0 Yes � No
Were any children born to decedent after execution of
Will prCodicil(s)? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . �Yes � No
tf yes, give names and dates of birth:
Name: Date of Birth:
7. If required by the Medical Assistance E�Cate Recavery AcY,
62 P.S. § 1412, was a request for a statement of claim sent to
the Departrnent of Public Welfare? . . . . . . . . . . . . . . . . . . . [�7,}Yes � h'a
farm ac-oi ��1�. ro.r3.n6 Page 3 of 10
Estate oF Rozella M. McLane , Deceased
8. Written natice of the Audit as required by Pa.{}.C. Rules b.3, 6.7 and 5.8 has been ar will be
given to all paMies in interest listed in item 9 below, all unpaid creditors and alI claimants
listed in item 10 below. (n addition, notice of any questions requiring Adjudication as
discussed in item ]4 below has been or will be given to alI persons affected thereby.
A. (f 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 Natice.
f3. If Notice is yet to be given, a copy of the Notice as well as a list of the names and
addresses ofthe parties rece'svin�such Nafsce shall be submitted at the Audit
together with a statemenf executad by a Petitioner or counsei certifying that such
notice has been given.
C. If any person entitled to Notice is not sui jurrs(e.g., minors or incapacitated
persons), Notioe 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. Q.C. Rule 5.5. In addition,the
Attorney General's clearance certificate (or proof of service of Notice and a copy
of such Notice) musC be submitted herewith or at the Audit.
9. List all parties (charitable and non-charitable) of whom Petitioner(s) has/have notice or
knowtedge, having or ciaiming any interest in the estate as beneficiaries under the W i{t or
Codioii(s}or as intestate heirs if there is a complete ar parCiat intestaey_
A. State each party's relationship to the decedent and the nature ofeach party's
interest(s}:
fvarae nnd Addre&s o Each Par •Ur Intar�est Relationski pnd Coramenrs,i o lnierut �
See Accounting
�orm oc-nt .e�. in.is.oe Page 4 of 10
Estate of �+�zella M. McLane , Deceased
/v`ame arat.4ddress a EueA Par �irt Interesr RetationsFri axd Cnmmwrts.t an� Imtarest
6. Identify each party who is not stei,juris (e.g., minors or incapacitated persons).
For each such party,give date of birth,the name af each Guardian and haw each
Guardian was appointed. If no Guardian has been appointed, identify the next of
kin of such party, givin�the name, address and relafionship of each.
N!A
C. State why a Patition for Cuardian/Trustee Ad Litem has or has not been filed for
this Audit {s�Pa. O.C. Rule 12.4).
N/A
D. If distribution is to be made to the personal represcntative of a deceased party,
state date of death, date and piace of grant of Letters and type of Letters granted.
Peggy Souder
Date af Deakh: IVovember 8, 2012
Letters have not been issued
�o.�,oe-n� .e��.�o.ri.o6 Page 5 of 10
_ _ _. _.
Bstate of Raze!(a M. McLane , Decessed
10. Other than the cla'sm for the family exemption, list the names af all known claimants and
the arnount of their ctaims and state whether each claim is admitted.
;Vnme and Address oJEach Claiman� Arnnunt oJClpim Claim Will Claim
Admitred? Be Paid ln
Futt?
Nane �Yes �Yes
�No QNo
�Yes �Yes
�No �No
�Yes �Yes
�No �No
�Yes DYes
�No QNo
If the estate is insolvent, attach a schedule setting forth the order af preference under
20 Pa.C.S. § 3392 and the proposed payments.
1 I. Was famiiy exemption claimed? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . [�Yes mNo
Was fami3y exemptian al(awed? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . �Yas mi+lo
Family exemption claimanYs name and relatipnship:
�'�'ame.� Re(atian.rhip:
Formac-ni re,,. ro.�3.oa Page 6 of 1Q
Estate of �azel(a M. McLane , I}eceased
12. The amaunt af Pennsylvania Transfer Inheritance Tax and additionat Pennsytvania Estate
Tax paid, the date(s) of payment(s), and the interest(s) upon which paid, are as follows;
pote Payment interest
5/9/2012 22,584.74
3128113 81.25 Refund
13. On the date oFdeath, was the decedent a fiduciary
(personat representative, krustee, guardian, agent under power
of attorney) or surety on the bond of a fiduciary? . . . . . . . . . . . . . . . . . . . �Yes (�No
Ifyes, provide the name ofthe estate, indicate whetheran account has been filed and
confirmed absolutaly and all awards performed, or, in khe alternative, how the
decedent's estate wi(1 be discharged f'or the decedent's fiduciary administration ofthe
estate.
14. A. Describe in detait any questions requiring adjixdication and state the position of the
Petitioner(s) as ta each question:
N1A
B. Has notice af the question requiring adjudication been given
to the parties identified in Paragraph 9 above? . . . . . . . . . . . . . . . . . . �Yes �No
1 S. 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 dacumentatian.
N/A
FarmOGf)1 rec. I6.I3.06 p3gC�Of�d
Estate of Rozetla M. McLane , Deceased
16. Had ihe decedent been adjudicated an ineapacitated person? . . . . . . . . . . 0 Yes m No
If yes, aUach a copy of the Order if available; c�therwise state the Court, Yerm, number,
data, arrd name of Fiears`ng Judge.
17. A. I..ist or attach a separate tist of additiona( receipts and disbursements sinoe the clasing
date ofthe Account.
None
B. Has notice af the additional receipts and disbursements been
given ta the parties identified in Paragraph 4 above? . . . . . . . . . . . . . 0 Yes �No
18. 1f a reserve is requested, state amount and purpose.
Amavnt f'S00.��
�'"rp°'` fi{ing fees, accountant fees and other misceltaneous costs associated with
the administration ofkhe Decadent's estate.
(f a reserve 'ss requested for counse( 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 direoC
the filing of a Schedule of Distribution? . . . . . . . . . . . . . . . . . . . . . . . . . . �Yes ONo
As to real estate only? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . �Yes [�{No
FormOC-01 rev, lO.t3.06 Page 8 of 10
Estate of �ozelta M. MeLane , Deceased
Wherefore,your Petitioner{s}ask{s}that distribution be awarded to the partias entitled
and suggest(s)that the distributive shares of income and principai (residuary shares being stated
in proporkions, not amounts) are as fo(lows:
A. Income:
Proposed Disrr7Nutee(s) Amoant�Ptroporaan
See Accounting
B. PrincipaL•
Proposed DistriAutee(sJ AmoxnUProppriton
See Accaunting
Submicced By:
(A!1 petitr`oners must sign.
Add additional lines if necessary);
��"�,� n S� ��'���'�—
Nama of Petitianer: Sharon S. Urnholtz
�Z�o� �5�s*u�s— .
Name of Petitioner: Creedin L. 5taner
Formoc-ni .e�•. io.��ne Page 9 of 10
Estate oP Rozella M. McLane , Deceased
VerificaCion of Petitianer
(Verification must be by at least ane petitioner.)
The undersigned hereby verifies * [that i��isne zhev �5,;,�e Co-Executar's
of the above-named „�me of�o�a,r����„ �state of Rozeila M. McLane andj that the facts set
forth in the foregoing Petition for Adjudication /Statement of Proposed Distribution which are
within the personal knowledge ofthe Petitioner are true, and as to facts based on the information
ofothers, the Petitioner, after diligant inquiry, believes them ko be true; and that any false
statements herein are made subject to the penalties of 18 Pa. C.S. § 4904 (relating ta unsworn
faisification to authorities).
<� �'"L�?.c..12.-cr�2...c� L'7-�>x',�
��� t5��
Signature of Petitioner
*Corpora[e petilioners must ramplete bracketed informaCion.
Certifcation of Counse!
The undersigned caunsei hareby certifies that the foragoing Petition for Adjudication!
Statement of Praposed Distribution is a true and accurate reproduction of the form Petition
authorized by the Supreme Gourt, and that no changes to the form have baen made heyand the
responses herein.
11il._�-_
Signature of Counsel for Petitioner
F�.nroc-n� .��•. �n.�a,oe Page i0 of 10
PRt30F dF PUBLICATIQN OF NC7TICE
IN CUMI3EI2LA.ND LAW JOURNAL
(Under Act No. 587, approved May 16, 1929}, P. L.1784
CdMMONWEALTA t7F PENNSXLVANIA :
. ss.
CQUNTY OF CUMBF,RLAND .
t.isa Marie Coyne, Esqaire, �.ditar of the Cumberland Law Journal, of the County and
State aforesaid, being duly sworn, according to law, deposes an�l says that the Cwnberland Law
,Tow�iai, a iegal periodical publistied in the Boraugh of Carlisle in the Caunty and State afaresaid,
was estabiished Jai�uary 2, 1952, and designated by thc local caurts as the official legal
periodical far d�e publicatio�i of all legal notioes, and has, since January 2, 1952, been ragularly
issued �veekly ii� the said County, and that the printed natice or pu6lication attached hereto is
exlctiy the same as was printed in the regular editions and issues of the said Curnberland Law
Joumal on the following dates,
VIZ:
� September 9 5eptember 16. and 5epternber 23s 2011
Affiant further deposes that he is authorized to verify this statement by the Cumberland
Law .loumal, a legal periodical of ganeral circulation, and that he is not interested in the subject
matter of the aforesaid notice or advertisement, and that all allegations in the foregoing
statemenis as to time, place and character of publication are true.
� � r„'"'_"`
L a Marie Coyne, Edit r ^ �
SWORN TO AND SUBSCRIBEA before rne this
23 of September, 2011
� ����t ..� � �
�___ Notary
McLane,Roaalta M. a!k/a Roaelit
Map MeLtne,dec'd.
txte af Upper Ailen Township.
Co-Fxecutors:Sharon 5.Umholtz,
823 Boiiing Springs Road, Me-
chanicsburg, PA 17055 and
Creedin L. Stoner, 506 East NU7AHlHl SEAL
Marbie Street,Mechanicsburg,PA DEBORAN ft COl.LiV$
17055. Nctary Public
Attomeys: Keith O. Bzenneman, CARUStE BOR6UGH,CUM6EREANG COUNiY
Eaquire,Sndbaker&Brcnnemen,
P.a,44 W.Main Strcet,PA.Sax My Cammission ExpirBS Apr 28,20i4
318,Mechanicsburg, PA 17055.
( ,
PROOF (�F PUBLICATICI►N
State of Pennsylvania, County of Cumberland
Tackie Cox,Sales Director of Tfte Sentinel,of the County and State aforesaid,being duly
swom,deposes and says that THE SENTIlVEL,a newspaper of general circulation in the
Borough of Carlisle,County and State aforesaid,was established December 13w, 1881,
since which date TF�FE SEIVTINEL has been regulariy issued in said County,and that the
printed notice or publicafion attached hereto is exactly the same as was printed and
published in the regular editions and issues of
THE SENTIi�tEL on the faliowing day(s):
September 6.Sevtember 13 and Se tember 2d 2011
Ct3PY pF NOT[CE OF PUBLICATICEN
Affiant further deposes fhat he/she is not
_ interested in the subject matter of the
�' ` �+rtte�snoYice aforesaid no#ice or advertisemenk,and that
��
�,u� ; ° aa�r�,zetyA�a.µoLaN����,�,,, ,; all allegations in the foregoing statement as
+� ' r t�uen76iJh8111p,Cu berle.a oun �
,��¢� ,nR �,�aa�o rna u�aeroi9Rp� to time,place and character of publicatian
� ',iu�BO�,s�mg�em�ivee m ao- �r��. �u me�- " are e.
� p@ymqnt ImMAdfaWly,antl thtlaelia3lfi'�E �. AW71fp��'qh1 idr '
sBlllefTMtiO: � } �:
rC k 9
� g J
� 3 S�UmF�o1a,C�E�eeculor �f�,f' � ���aExtleuio7`
3
g �Pr��pa Nc�d .. �
, .. �t�pA4�Y15S� !d`etlh8nkl�Gurg, 'tr1706�,. �
„ e .,. :
�`-p, '" iY � PfY�1�1,+lb � .
e eaf � q a
'�y� ��� ����� ` M� Swoffm��...y.t.a�jtd subscri b fare e this
r�t.cn.r� '��t�ss �:t� , ,
Attof�eyr re x .. .{'; ""7� 1� /� �/`} j �
� j� t.!�
�� V Q.,�� �ka��QC��?�-�L1(1�.
Notary Public
My com.mission expires:
Nora�in� sent
BAMB( ANN HECKEND6RN
Na;ary PuGFc
CARLISLE HOFOUGH, CL�M1^3fRlAND CNTY
ldq Gommis�ion Fzpires Jar,2'. 2Q74
pennsylvania
pEPARTMENT OF PUBLIC WEEFAPE
Septamber 22, 2011
SNE�BRKER & SRENNEMAN PC
KEITH 0. BRENNEMAN, ESQUIRE
44 W MAIN ST
MECHANICSBURG PA 17Q55
Re: May Mt Lane
SSN: ###-##-0303
Dear Attorney Brenneman:
Pursuant ko your {etter dated August 31, 2011, the Department of Public Welfare
(DPW), Estate Recovery Program, has reviewed the information you provided regarding the
above-referenced i�dividuat.
It has been determined that this individuai did not reeeive any type of assistance
during the questioned period.
Therefare, according ko the information you pravided, the Ctepartment's Estace
Recavery Program will not seek any recovery from this estate, If your client applied for
Medical Assistance and had an appiication andJor hearing pending at the time ot death,
p{ease advise us and pravide any additional information khat may affect a recovery by our
Department.
If you have any questions, please feel free to contact me.
Sincerely
�Y�.lri�� � 6v#r�
Vince A. Porter
Recovery Section Manager
(7ll}772-6604
BUreau of Prqgram integri[y � Division of ThirU Party lisbility I ReCOVery Section
PO Box 84$6 j Narri56urg,PennsyiVania 17205-84$6
SNELBAKER F3 BRENNEMRN, I'.C.
A PROFFSSIONAt Cf7RPORAT�ON
ATTORNEYS AT LAW
44 WEST MP.M S7RLET
MEC:HANICSBURG. I'GNNSYLVANIA 17055
`_ P.CI.BOX 318
KEITFI O.$1tENNEMAN Zt7-697�8528 FAGSIMS6E{7�7}897.78flt
RSCHARD C SNELAAKER-OP C;0IJNSEL
May 16, 2013
T0: First United Methaclist Church Certi.fied Mail Na.
135 West Simpson Street [?O10 1670 0001 Q650 2A59]
Mechanicsburg, PA 17d55
Trinity Evangelical Luthe.ran Church Certified Mail Na.
132 East Main Street (7010 26?0 QDOl 0650 24bb]
Mechanicsburg, PA 1.7655
Creedin L. 6 Helen G. Stoner
506 East Marble Stree�
Mechanicsbuxg, PA 17055
Sharori S. Umho3.ta
823 f3ail.ing S�;rinqs Road
Mechanicsburg, PA 17055
Ruth rrantz Cert.ified Mail No.
2d1 Alexander Hamiltan [701d 1670 C061 0650 24'I3}
San Antoni.o, 'PX 7f3228
Daniel Souder CerCified Mai1 No.
3 Lee Anne L�ane [7010 1670 OOOI 0650 2480J
Mechanicsburg, PA 17050
Patrick So�sder CerCified Mail N<>.
2510 Ri-vington T�rrace [7010 1670 0001 0650 2997j
Harrisburg, PA 17103
Donal.d Yorlets Certified Mail No.
1625 Group Mill Road [7010 1670 0001 0650 'L503]
New 4xfard, PA 1`t350
Nancy Liviragston Certified Mail No.
5460 Davidsan Road [7010 1670 0001 0650 2510]
;�over. , PA 1�7315
Larry Souder Certified Mail No .
9 Hi:tl Boulevard [7plt? 1670 0001 065d 252"1]
Mechanicsburg, PA 17d5S
Peggy Soude.r, Deceased Certified Mail No.
Cf6 Donald Souder �7010 1670 Q001 0650 2539]
2215 Boxwood Lane
Mechanicsburg, PA 17055
Debra Diehl Certified Mail No.
909 Schoolhouse I�ane [7016 1670 0001 0650 2541)
I,ewisberry, PA 17339
SNELBRfCER F3 BRENNEMAN, P.C.
Est:ate of Rozella M. N;cLane
May 16, 2013
Page 2
Re: Estate of Ra2e11a M. McLane, Deceased
Estate Na. ?_1- ll-0902
NOTICE 'PO PARTIES IN INTEREST
The undersigned, as Attorney for SFaron S. Umholtz and Creedirr L.
Stoner, the Executors of the Estate and under the Last Will and
Testament of Rozella M. McLane, Deceased, hereby gives notice to each
af the abave named �ersons pursuant to Ru1e 6. 3 of the Pennsylvania
5upreme Court Orpharis' CoiarC rules as follows :
l . They have filed this date in the office of the Glexk of
Or.phans ' Caurt anci Register of Wil,ls of Cumberland County,
Pennsylvania, at Carlisle, PA, the First and Final Account of their
administration �s such Executors, together with an InvenY,ory,
Statement of Proposed Dist:sibut.ion ar,d Petition for Adjudication, true
r.opi�s of which are encl.osed `ze;ewith.
2 . Said Account and Statement wi.11 be presented to a judge of
t.he Orphans ' Court Division of the Cumberland County Court of Common
Pleas at the Curnberland County Court House, 1 Court House Square,
Carlisle, PA 17013, on June 1£3, 2013 at 9: 30 a'clock A.M. , prevailing
time, at whic;i time said Account will be confirmed arid distribution
order.ed in accordance witYi said Statement of Proposed DistribLtion
unless wr.itten objections are fi.led prior ther�to .
3 . You have the r.ight to fil.e written abjer_tians to sai.d
AccounU and Statement pr.ior ta the confirmation as scheduled above.
Very truly yours,
Keith O. Brenneman
KOB:sks
Enclosures
_
_ _.
_ .
. •
IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PA.
ORPHANS' COURT DIVISION
FILE NO: 21-11-0902
FIRST AND FINAL ACCOUNT OF
Sharon S. Umholtz and Creedin L. Stoner, Co-Executors
For
ESTATE OF ROZELLA M. MCLANE A/K/A ROZELLA MAY MCLANE
Social Security#: 204-Ot-0303
TaxID#: 37-6490444
Date of Death: August 5, 2011
Date of Incapacity, if any: None
Date of Co-Executors Appointment August 25, 2011
Date of First Complete Advertisement: September 6, 2011
Accounting for the period: August 5, 2011 to
March 29, 2013
Purpose of Account: Sharon S. Umholtz and Creedin L. Stoner, Co-Executors, offers this Account
to acquaint interested parties with the transadions that have occurred during their Administration.
It is important that the Account be carefully ezamined. Requests for additional
information, questions or objections can be discussed with:
Keith O. Brenneman
Snelbaker& Brenneman, P.C.
44 West Main Street
Mechanicsburg, PA 17055
Phone#: 717-697-8528
Supreme Court I.D. No: 47077
c� -�.::' _.,
G c.� -'� ��r
' �7
- �. i�i r..y
'�� A�
! 7 - c_"i —c- ..
:Ii +�. f_" �. � �. .�
I„' =. rr;
P �'.� .:
G�l r,�
_ � . P'} f'y
.. "'rl .,..^
_1 ' ..y.�
. C�] �^�
R"f
' � '� �O
. �
L4W OFFICES
SNELBAKER BL
BRENNEMAN, P.C.
Page 1
. _. �I ... _ .. _. . _.. _.. ... __.
SUMMARY OF ACCOUNT
� PRINCIPAL PAGE
Receipts 3 $116,931.56
Net Gain on Saies or disposition 3 O.OQ
$ 116,931.56
Less Disbursements:
Debts of Decedent 3 $ 10,192.�0
� Funerai Expenses 3 2,376.69
Administration Expenses 3&4 3,71722
�amily Exemption 4 Q.00 (
Federat, State&locai Taxes 4 22,838.74
Fees and Commissions 4 9,003.50 4$,126.15
Balance before pistributions $ 68,805.41
' Distributions ta Beneficiaries A d.OQ
Principai Baiance on Hand $ 88,805.41
� For Information:
Investments Mede 5
Changes in Hoidings 5
INCOME
Receipts 5 $ 0.15
Less Disbursements 6 O.pO
Balance before Distributians $ 0.15
- Distributions to Beneficiaries 5 O.pd
Income Balance pn Hand $ 0.15
C4MBINE6 6A�ANGE{}N HAN6 $ 68,$d5.56
Listing of unpaid creditors: 6
` Persans interest in the Distribution af Estate 6
1 Proposed Statement of Distribution 7
AffidaviWerification 8
uw a�cFs
SNELBAKER HC
BRENNEMAN, P.C.
Page 2
J _ _ _ _ _..
. .. .. �I . .. .. _ .. _ _ _.. __ ._. .. . ..
. ' i
PRINCIPAL RECEIP7S
Assets�isted on inventory per copy of attached: $103,481.$3
(Valued as of Date of Death)
ADJUS7MENTS TO INVENTQRY 0.00
SUBSECIUENT RECEIPTS
8/9/2011 Waddell& Reed 5ervice Campany, peyment from investment account 6,500.p0
9/1f2011 Aetna, pensian payment 444.73
912012011 Peggy Sauder, proceeds from joint bank accounts at Citizens 8ank 5,955.76
9/20/2Q11 Cumberland County Employee Retirement Fund, pensipn paymeni 451.AS
9/1412q12 Loose change found in decedenYs possessions 16.50
3128/2013 PA Department of Revenue,refund on Inheritance Tax 81.25
TOTAI PRiNCIRAt RECEIPTS $118,93t56
PRINCIPAL GAINS OR�pSSE3 ON SALES OR OTHER DISPOSITIONS
GA1N LOSS
NONE 0.00 O.Op
NET GAIN1l.6S5 TRANSFERRED TC?SUMMARY 0.00
DISBURSEMENTS OF PRINCIPAL
DEBTS Fg DECEDENT
8/14/2Q11 Alert Pharmacy Services, prescriptipn expenses $ 108.84
9/21/2011 Messiah Village, nursing home expenses 10,p85.16 $ 1D,192.Op
FUNERALEXPENSES
8/14/2011 Trinity Lutheran Church,funerallunaheon $ 54.69
9/21f20i1 Myers-Buhrig,funeral services 2,322.00 $ 2,376.69
ADMINISTRATION EXPENSES
10/6/2011 Mumma's Jewelry Srore,jewelry appraisal $ 50.00
14Y281241 A Aetna, retum pensio�payment paid in error 444.73
5/21/2012 Snelbaker&Brenneman, P.C.,costs advanced: 448.82 �
a. Register pT Wills, probate fees 123.50
b. Cumberland Law Journal,advertise 75.Op
Executors'Notice
c. The Sentinei, advertise Executors'Notice zzi.ao
d. Register of Wills,fling fee for Inheritance 15.Qp
Tax Retum
e. Certified mail 11.92
6/13/201Z Greenawalt& Company, P.C., preparation of Final 450.00
Individual Income Tax Returns
11116J2012 Gumberiand Gaunty Empioyee Reti�ement Fund, 378.67
rei�rn portion of perrsion paid in error
3/14/2013 Greenawalt&Company, P.C., preparation of 395.00
Fiduciary Income Taxes ending 7/31/12
( 3129t2013 Gitizens Benk, service charges from 14t31t11 to 3J29t13 36.00
uw��cEs
SNELBAKER�
BRENNEMAN, P.C. ,
Page 3
I _ _ _
_ �
. � � � f
DISBURSEMENTS OF P121NCIPAL-CONTINUED
The foilawing items are to be paid upon canfirmation of the Accaunting
( "' Snelbaker& Brenneman, P.C.,costs advanced to 18.00
Register of Wills for short certificates
" Reserve for filing fees,accountant fees and other 1,500.00
miSCeileneous costs associated with the administration
of the DecedenPs estate $ 3,71722
FAMI�Y EXEMPTION 0.00 4.�0
FEDERAL. STATE 8 LOCAL TAXES
5/9/2012 Register of Wills,Agent, PA Inheritance Tax 22,5$474
&/13/2p12 PA Department of Revenue,income tax due on 185.6Q
Finai lndividuai Mcome Tax Retums
3/14/2013 PA pepartment of Revenue, income tax due on 67.00
Fiduciary Income Taxes ending 7l31/12 22,836.74
FEES AN4 COMMISSIONS
5/18/2012 Sharon S. Umholtz, Executor Commission 2,000.00
5118l2412 Creedin L Staner, Executor Commission 2,pp0.00
5121t20'V2 Snelbaker& Brer�neman.P.G.,attomey fees 4,189.54
The foliowing item will be paid upon confrmation of the Accounting
" Snelbaker&Brenneman, P.C, balance of ariarney fees 814.00 9,003.50
TOTAL DISBURSEMENTS dF PRINCIPAL $ 48,126.15
DISTRIBUTIONS OF PRINCIPAL TQ BENEFICIARIES
NONE 0.00
TOTAL DISTRIBUTIONS OF PRINCIPAL TO BENEFICIARIES 0.00
PRINCIPAL BAIANCE ON HAN6
FIDUCIARY
VALUE A7 ACQUiSiTiON
3129120'k3 VAIUE
�ife insurance Policies d.00 97,724.A2
Jewelry 1,150.00 1,71$,00
Savings Bo�ds 0.00 2,635.20
Cash 69,985.56 1,404.21
Less items listed on page four to be paid -2,330.40
upon confirmation of the Accqunting
TOTAL PRINCIPAL BALANCE ON HAN6 $ 68,805.56 $ 103,481.83
tAW OF'FICES
SNELSAKER P.(
BRENNEMAN, P.C.
Page 4
__
, I
I
� . . '
I
INFORMATION SCHEDULES
PRINCIPAL INVESTMEN7S MADE
NONE 0.00
TOTA�PRINCIPAL INVESTMENTS MADE 0.00
CHANGES IN PRINCIPAL HOLDINGS
NONE
RECEIPTS OF INCOME
912012011 Gitizens Bank,checking accounts, interest $ O.iS
TOTA�RECEIPTS QF INCOME $ p,�$
DISBURSEMENTS OF INCOME
NONE 0.00
TOTAL DISBURSEMENTS OF INCOME 0.00
DISBURSEMENTS OF INCOME TO BENEFICIARIES
NONE 0.00 �
TOTA�DESBURSEMENTS OF INCOME TO BENEFICIARIES 0.00
�e.w c�ices
SNELBAKER R[
BRENNEMAN, P.C,
Page 5
. _ .
' UNPAID CREDITORS: NONE
" PERSONS INTERESTED IN DISTRIBUTION OF ESTATE:
1. First United Methodist Church
135 West Simpson Street
Mechanicsburg, PA 17055
2. Trinity Evangelical Lutheran Church
132 East Main Sireet
Mechanicsburg, PA 17055
3. Creedin L. Stoner and Helen G. Stoner
506 East Marble Street
Mechanicsburg, PA 17055
4. Sharon S. Umholtz
823 Boiling Springs Road
Mechanicsburg, PA 17055
5. Ruth Frentz
201 Alexander Hamilton
San Antonio,TX 78228
6. Daniel Souder
3 Lee Anne Lane
Mechanicsburg, Pa 17050
7. Patrick Souder
2510 Rivington Terrace
Harrisburg, PA 17103
8. Donald Yorlets
1625 Group Mill Road
New Oxford, PA 17350
9. Nancy Livingston
5460 Davidson Road
Dover, PA 17315
10. Larry Souder
9 Hill Boulevard
Mechanicsburg, PA 17055
11. Peggy Souder, Deceased
C/O Donald Souder
2215 Boxwood Lane
Mechanicsburg, PA 17055
12. Debra Diehl
904 Schoolhouse Lane
Lewisberry, PA 17339
uw o�ices
SNELBAKER St
BRENNEMAN, P.C.
Page 6
I _ _ �
. .
PROPOSED DISTRIBUTION TO BENEFICIARIES
Sharon S. Umholtz and Creedin L. Stoner, Co-Executors and Accountants herein, proposes
to distribute the balance of the Estate of Rozella M. McLane a/k/a Rozella May McLane,
Deceased to wit: $68,805.56 in accordance with the Last Will and Testament of said Decedent
as follows:
1. First United Methodist Church $ 2,000.00
Bequest per Item 2 of Will in the amount of$2,000.00
2. Trinity Evangelical Lutheran Church $ 4,000.00
Bequest per Item 3 and 4 of Will in the amount of$2,000.00 each
3. Creedin L. Stoner and Helen G. Stoner $ 1,000.00
Bequest per Item 6 of Will in the amount of$1,000.00
4. Sharon S. Umholtz $ 5,150.46
1/12 of residue per Item 7(a)of Will
5. Ruth Frantz $ 5,150.46
1/12 of residue per Item 7(a)of Will
6. Daniel Souder $ 5,150.46
1/12 of residue per Item 7(a) of Will
Diamond Solitaire Ring, In-Kind $ 1,150.00
Cash $ 4,000.46
7. Patrick Souder $ 5,150.47
1/12 of residue per Item 7(a)of Will
8. Donald Yorlets $ 10,300.93
1/6 of residue per Item 7(b)of Will
9. Nancy Livingston $ 10,300.93
1/6 of residue per Item 7(b)of Will
10. Larry Souder $ 6,867.28
1/9 of residue per Item 7(c)of Will
11. Peggy Souder, Deceased $ 6,86728
1/9 of residue per Item 7(c) of Will
12. Debra Diehl $ 6,867.29
1/9 of residue per Item 7(c)of Will
uw o�ices TOTAL DISTRIBUTION: $ 68,805.56
SNELBAKER 8(
BRENNEMAN, P.C.
Page 7
,
AFFIDAVIT I VERIFICATION
Sharon S. Umholtz and Creedin L Stoner,Cp-Exeoutors under the Last Will and
Testament of RozeHa M. McLane atkla Razella May McLane, Deceased hereby decleres under
oakh that ihey fuliy and faithfuily discharged the duties of their office; that the foregoing Pirst
and Final Account is true and correct and fully disctoses aii significant transactions occurring
dunng the accounting period;that aII known daims against the Estate have been paid in fuN;
ta their knowledge,there are no ciaims outstanding against the Estate;that aII taxes presentiy
due from the Estate have been paid;and that the grant of Letters Tesiamentary and the first
camplete advertisement thereof accurred more ihan four moMhs before the filing of the foregoing
First and Final Account.
This statement is made subjeot to penalties of 18 pa. QS.A. Sectian 4904
relating to unsworn falsification to authorities.
---�,..�.a'G��._1;61 c (�'//'
�Sharon S.�tz, Co-Executor �—
��ZE.tc� 1– �S''YaiTy`–
Creedin L Stoner, Co-Executor
6ated: � ��{�Qi�
S�bscribed and sworn to
by SHARON S. UMHOLTZ AND CREEDfN L. STONER,
( before me this
_�„j�_day pf May, 2013
Not—�PL b6��11.L��]iL�Is��Gil�--
COMMONWEAL'1"H OF PENNSYWANIA
Noi�ai Seai
Sandra K.Shavers�NotarV hd»ic
t�ktlwnk�r9 8ao,CurMferlxnG{twMy
My CortMn195FPfi F�ires Ibv.2Z,2015
NEl18FR,PENNSYtYAt6A ASSpORiMlI OF N07
I.AW OFFICES
SNELBAKEF2 BL
BRENNEMAR. P.G.
Pege 8