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HomeMy WebLinkAbout09-20-13 Z/y� s� DECEDENT'S ESTATE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA ORPHANS' COURT DIVISION C-� ESTATE OF MARY D. BINGMAN c- DECEASED .; t-n -: n No. 2012-00715 =m rn C—, c> PETITION FOR ADJUDICATION l STATEMENT OF PROPOSED DISTRIBUJ'ION co PURSUANT TO Pa. O.C. Rule 6.9 This form may be used in all cases involving the Audit of the Account of a Decedent's Estate. If space is insufficient, riders may be attached. Attach the spouse's election, if any; the papers required under items 8-19 inclusive; and any instrument pertinent to the adjudication. INCL UDE ATTACHMENTS AT THE BACK OF THIS FORM. Name of Counsel: Richard C. Seneca, Esq. Supreme Court I.D. No.: 49807 Name of Law Firm: Seneca Law Address: P.O. Box 333, 680 Yorktown Road, Lewisberry, PA 17339 Telephone: 717-932-6000 Fax: 717-932-1319 Form oC-0/ rev. !0./3.06 Page 1 of 10 Estate of MARY D. BINGMAN Deceased 1. Name(s) and address(es) of Petitioner(s): Name: Robert S.Bingman Address: 1370 Valley Road Etters,PA 17319 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? . . . . . . . . . . . . . . . . . . . . . 0 Yes © No If not, identify prior accountings, the accounting periods covered, and the date of adjudication of the prior accounting. 2. Decedent died on March 29, 2012 Q Letters Testamentary or E]Letters of Administration were granted to Petitioner(s) on June 27. 2012 Date of Will (if applicable): December 5, 2000 Date(s) of Codicil(s) (if applicable): Date of probate (if different from date Letters granted): Was a bond required?DYes ✓/- No If yes, state amount: Are proofs of advertising of the grant of Letters attached? . . . . . . . . . 0 Yes ©No Dates of advertising of the grant of Letters: Cntrl. Penn Bus. Journal: 10/19, 10/26, 11/09/2012; Cumberland Cty. Law Journal: 10/19, 10/26, 11/02/2012. Form oC-01 rev. 10.13.06 Page 2 of 10 Estate of MARY D. BINGMAN Deceased 3. Was decedent survived by a spouse? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . ❑Yes [Z]No If yes, name of the surviving spouse: 4. Has the surviving spouse filed to take an elective share? . . . . . . . . . . . . . DYes 0 No (See Section 2201 et L . 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 many after execution of Will or Codicil(s)? . . . . . . . . . . . El Yes 91 No Were any children bom to decedent after execution of Will or Codicil(s)? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . E]Yes 0 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? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . I✓ Yes [:] No Form OC-01 rev. 10,13.06 Page 3 of 10 Estate of MARY D. BINGMAN 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. No notice to Attorney General required as all gifts to charitable interests are pecuniary, under $25 ,000 9. List all parties (charitable and non-charitable)of whom Petitioner(s) has/have notice or and will knowledge, having or claiming any interest in the estate as beneficiaries under the Will orbe paid Codicil(s)or as intestate heirs if there is a complete or partial intestacy: in full. A. State each party's relationship to the decedent and the nature of each party's interest(s): Name and Address of Each Party in Interest Relationship and Comments,ifany Interest Beavertown United Methodist 2%of estate after Church debts paid, before tax 211 W. Walnut Street calculation. Beavertown, PA 17813 Asbury Theological Seminary 2%of estate after 204 North Lexington Avenue debts paid, before tax Wilmore, KY 40390 calculation. Form OC-01 rev. 10.13.06 Page 4 of 10 Estate of MARY D. BINGMAN Deceased Name and Address of Each Party in Interest Relationship and Comments,if any Interest Pennsylvanians Concerned 4%of estate after About Alcohol Problems debts paid, before 900 S. Arlington Ave.,#160B tax calculation. Harrisburg, PA 17109 Shepherdstown United 2%of estate after Methodist Church debts paid, before 1934 S. York Street tax calculation. Mechanicsburg, PA 17055 SEE ATTACHED RIDER "A" FOR ADDITIONAL PARTIES. 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. None. C. State why a Petition for Guardian/Trustee Ad Litem has or has not been filed for this Audit(see Pa. O.C. Rule 12.4). N/A D. If distribution is to he made to the personal representative of a deceased party, state date of death, date and place of grant of Letters and type of Letters granted. N/A Form OC-01 rev. 10,13.06 Page 5 of 10 Estate of MARY D. BINGMAN Deceased 10. Other than the claim for the family exemption, list the names of all known claimants and the amount of their claims and state whether each claim is admitted. Name and Address of Each Claimant Amount of Claim Claim Will claim Admitted? Be Paid to Full? r1Yes ®Yes nNo ®No 0Yes ®Yes EINo nNo nYes El Yes fl—INo MNo in— Yes 0 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 MNo Was family exemption allowed? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . ElYes - No Family exemption claimant's name and relationship: Name: Relationship: Farm oC-01 rev, 10.13.06 Page 6 of 10 Estate of MARY D. BINGMAN 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 03/29/2013 1,185.71 0.00 06/07/2013 9.04 0.00 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? . . . . . . . . . . . . . . . . . . . F-I. Yes [Z]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? . . . . . . . . . . . . . . . . . . I❑Yes Q 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-01 rev. 10.13.06 Page 7 of 10 Estate of MARY D. BINGMAN. Deceased 16. Had the decedent been adjudicated an incapacitated person? . . . . . . . . . . © Yes M 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? . . . . . . . . . . . . . E]Yes 0 No 18. If a reserve is requested,'state amount and purpose. Amount: Purpose: If a reserve is requested for counsel+feesAas notice of the amount of fees to be paid from the reserve been given to the parties in interest? . . . . . . . . . . . ... . . . . . . . . . . . ... . . . . . . . . . . . . . . E3Yes [:]No If so, attach a copy of the notice. I i 19. Is the Court being asked to direct the filing of a Schedule of Distribution? . . . . . ... . . . .:. . . . : . . :. . . . . . . DYes ONo As to real estate only? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . DYes MNo Form OC-0/ ter. 10.13.06 Page 8 of 10 9. Name/Address Relationship Interest Jane E. Bingman Guerin Daughter of decedent. Residuary interest. 269 West Walnut Lane Philadelphia, PA 19144-3272 Ruth Ann Bingman Gerardi Daughter of decedent. Residuary interest. 453 Bendale Drive Severna Park, MD 21146 Robert Stewart Bingman Son of decedent. Residuary interest. 1370 Valley Road Etters, PA 17319 Rider"A" B. Principal Proposed Distributee(s) Amount/Proportion Asbury Theological Seminary $435.17 Pennsylvanians Concerned About Alcohol Problems $870.35 Shepherdstown United Methodist Church $435.17 Robert Stewart Bingman(tax prep. fee reimbursement) $83.00 Robert Stewart Bingman 33.3°/% (residuary share) Jane E. Bingman Guerin 33.3%(residuary share) Ruth Ann Bingman Gerardi 33.3% (residuary share) Rider`B" PROOF OF PUBLICATION OF NOTICE IN CUMBERLAND LAW JOURNAL (Under Act No. 587, approved May 16, 1929), P. L.1784 COMMONWEALTH OF PENNSYLVANIA : Ss. COUNTY OF CUMBERLAND 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: October 19 October 26, and November 2, 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. S;�� k- ta/114arie Coyne, Editor SWORN TO AND SUBSCRIBED before me this 2 day of November, 2012 C_ Notary Dingman,Mary D.,decd: 'k Late of Upper Allen Township. Executor:Robert S.Bingman c/o Richard C. Seneca, Esquire, 564 . Old York Road,Etters, PA 17319. '. Attorney: Richard C. Seneca, Es- p NOTARIAL SEAL quire,564 Old York Road,Etters, ` DEBORAH A COLLINS PA 17319. Notary Public CARLISLE BOROUGH,CUMBERLAND COUNTY My Commission Expires Apr 28,2014 THE CENTRAL PENN BUSINESS JOURNAL Proof of Publication Under the Pennsylvania Newspaper Advertising Act . 45 Pa.C.S. §101, et seq. Commonwealth of Pennsylvania } ss} County of Dauphin } Jerome Zary,being duly sworn according to law,deposes and says: That he is the controller of and duly authorized agent for JOURNAL MULTIMEDIA CORPORATION,a corporation organized and existing under the laws of the Commonwealth of Pennsylvania,with its principal office and place of business at 1500 Paxton Street,in the city of Harrisburg,County of Dauphin, State of Pennsylvania;that the THE CENTRAL PENN BUSINESS JOURNAL, a newspaper of general circulation distributed and circulated in Dauphin,Cumberland, Lancaster, Lebanon and York counties, is published by the said JOURNAL MULTIMEDIA CORPORATION at 1500 Paxton Street,in the City,County and State aforesaid; and that THE CENTRAL PENN BUSINESS JOURNAL was established September 9th, 1984 and has been continually published ever since; That the printed notice or publication which is securely attached hereto is exactly as printed and published in the weekly editions/issues of the CENTRAL PENN BUSINESS JOURNAL which appeared on the 19"and 26"day(s)of October and the 9th day(s)of November 2012. That neither he nor said Corporation 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 This is a statement published by JOURNAL MULTIMEDIA CORPORATION: PUBLICATION COPY Jerome ry Estate of Mary D.Bingman, late of Upper I n �� Allen Township,Cumberland County,Penn- r q Sylvania,deceased. ' Sworn to and subscribed before me this// day of / �V 2012 A.D. Letters Testamentary on said estate hav- If ing been granted to Robert S.Bingman,all persons Indebted thereto are requested to make payment, and those having claims, NOTAR UBLIC or demands against he same will present them without delay for settlement to Rob- ert S.Bingman,c/o Richard C.Seneca,Es- COMMONWEALTH OF PENNSYLVANIA quire,564 Old York Road,Etters,PA 17319 t NOTARIAL SEAL i DONNA SCHANKWEILER,Notary public City of Harrisburg,Dauphin County My Commission Expires October 03,2016 Publisher's Receipt for Advertising Cost JOURNAL MULTIMEDIA CORPORATION,publisher of the CENTRAL PENN BUSINESS JOURNAL,newspaper of general circulation, distributed and circulated in Dauphin,Cumberland,Lancaster, Lebanon and York counties,hereby acknowledges receipt of the aforesaid notice and publication costs and certifies that the same have been duly paid. THE CENTRAL PENN BUSINESS JOURNAL Re Estate of Mary D.Bingman By................................................................ SenecaLaw 564 Old York Road Etters,PA 17319 Attention: Richard C.Seneca,Esquire • Richard C. Seneca, Esquire Seneca ,Llaw rseneca@senecolow.com GUIDING YOU THROUGH Richard J. Seneca, Law Clerk rjseneca@senecolow.com October 8, 2012 Certified Mail - Return Receipt Requested Division of Third Party Liability Department of Public Welfare Estate Recovery Program P.O. Box 8486 Harrisburg, PA 17105-8486 Re: Estate of Mary D. Bingman, Deceased Request for a Statement of Claim Dear Sir or Madam, I represent the Personal Representative of the Estate of Mary D. Bingman,man, Deceased and write in accordance with the requirements of the Medical Assistance Estate Recovery Program. The Personal Representative is Mr. Robert S. Bingman, 1370 Valley Road, Etters, Pennsylvania 17319. The personal representative's telephone number is (717) 938-5625. The deceased is Mary D. Bingman whose last known address was 100 Mount Allen Drive, Mechanicsburg, Pennsylvania 17055. Her social security number is 198-32- 6687. The decedent's date of birth is October 24, 1914, and the date of death is March 29, 2012. The estimated gross value of the estate is $26,000.00 as set forth in the Petition for Probate and Grant of Letters, a copy of which is enclosed. Please send me written confirmation that the Commonwealth of Pennsylvania does not have a claim against the estate. Thank you. Sincerely, Richard C. Seneca, Esq. Enclosure c: Mr. Robert S. Bingman 564 Old York Road ° Etters, PA 17319 - (717) 932-0465 - Fax: (717) 932-1319 Reset PETITION FOR GRAiVT OF LETTERS REGISTER OF WILLS OF CUMBERLAND COUNTY,PENNSYLVANIA Petitioner(s) named below, who is/are 18 years of age or older, apply(ies) for Letters as specified below, and in support thereof aver(s) the following and respectfully request(s) the grant of Letters in the appropriate form: Decedent's Information Name: Mary D Bingman File No: a/k/a: (Assigned by Register) awa: a/k/a: Social Security No: 198-32-6687 Date of Death: March 29 2012 Age at death: 97 Decedent was domiciled at death in Cumberland County,Pennsylvania . (state)with his/her last principal residence at too Mount Allen Drive Mechanicsburg, 17055 Upper Allen Township Cumberland Street address,Post OfBee and Zip Code City,Township or Borough County Decedent died at 100 Mount Allen Drive Mechanicsburt 17055 Uooer Arlon Tawnship Cumberland PA Street address,Post Office and Zip Code City,Township or Borough County State Estimate of value of docedertfs property at death: If domiciled in Pennsylvania..*.........***............. All personal property S 26X0,00 If not domiciled in Pennsylvania. ...................... . Personal property in Pennsylvania S If not domicited in Pennsylvania. ....................... Personal property in County S Value of real estate in Pennsylvania... .................--....—1-1.................... S TOTAL ESTIMATED VALUE.... S 26 000.09- Real estate in Pennsylvania situated at: (Attach additional sheets,ifnecessary) Street address,Post Orrice and Zip Code City,Township or Borough County ® A. Petition for Probate and Grant of Letters Testamentary Petitioner(s)aver(s)he/she/they islare the Executor(s)named in the last Will of the Decedent,dated December 5,2000 and Codicil(s) thereto dated State relevant circumstances(e.g.renunciation,death oluecutor,etc.) Except as fol lows:after the execution of the inamiment(s)offered for probate Decedent did not marry,was not divorced,was not aparty to apending divorce proceeding wherein the grounds for divorce had been established as defined in 23 Pa.C.S.§3323(g),and did not have a child born or adopted;and Decedent was neither the victim of a killing nor ever adjudicated an incapacitated person. Q NO EXCEPTIONS Q EXCEPTIONS }� B. Petition for Grant of Letters of Administration (if applicable) era.,d.b.n„d.b.n.ct.e,pendente lire,durance absentia,durante minoritate If Administration,c.t.a. or db.n.cJ a,,enter date of Will in Section A above and complete list of heirs. Except as follows: Decedent was not a party to a pending divorce proceeding wherein the grounds for divorce had been established as defined in 23 Pa.C.S. §3323(g)and was neither the victim of a killing nor ever adjudicated an incapacitated person. n °- {�NO EXCEPTIONS 0 EXCEPTIONS Petitioner(s),after a proper search has/have ascertained that Decedent left no Will andwas survived by the followin��Sppera re(if any)&heiZaindc' T7r zr,, 2: .i? additional sheets,ifnecessary): m N �; T�-'. Name Relationship Addres '-:�- C+6 o t-.: = r c,,.m aw.ny ,-<., rntnt3mr Page I of 2 Oath of Personal Representative P'F �o Official Use Only COMMONWEALTH OF PENNSYLVANIA -1,3' l SS: COUNTY OF Cumberland 6 i2l 14l 2 7 pN Petitioner(s)Printed Name Petitioner(s)Printed Address Robert S.Bingnian 1370 Valley Road,Etters,Pennsylvania 173 CORI-" GUNT'LItHiLAND GO.. PA The Petitioner(s)above-named swear(s)or affirm(s)the statements in the foregoing Petition we true and correct 10 the best of the knowledge and belief of Petitioners)and that,as Personal Representative(s)of the Decedent,the Petitioner(s)will well and truly administer the estate according to law. Sworn to or affirmed a subscribed before —Date me this' 4—day of�, U �C2 Z)-2- Date ghC D Date e agister z, Date BOND Required: 0 YES 0 NO To the Register of Willy., FEES: Please enter my appearance by my signature below: Letters._ ... .... .... .. . Attorney Signature: Short Certificate(s). . . . . . Renunciation(s)...... . .. Affidavit(s).... . . . . .. . . Bond.. . . .. . .. . . .. . . . . . . . . . . Printed Name: Richard C.Seneca,Esquire Commission .. ........ .. . Supreme Court Other ID Number: 49807 Firm Name. SenecaLaw Address: 564 ON Vnrl,Rnad Faters; PA 17319 .... ... Phone: 717-932-0465 Autitmati, . ... . .. . . . Fax: 71 JCS Fee. .. . . . . . .. . . . . . . . Email: TOTAL. .... ...... . .... . DECREE OF THE REGISTER Estate of Mary D.Biggglan,— File No: oq I a/k✓a: AND NOW, U (\ _ oZ)R-L,in consideration of the foregoing Petition, satisfactory proof having been presented before me,IT IS DECREED that Letters Testamentary are hereby granted to Robert S. Bingman in the above estate and(if applicable)that the instrument(s)dated December 5,2000 — described in the Petition be admitted to.probate and filed 0 T ord as the]a`t Will(and Codicil(s4)),oDeccdcnt. Keilster of Will P Form RW-02 rev. 10/1112011 a e 2 of 2 g }� pennsylvania DEPARTMENT OF PUBLIC WELFARE October 15, 2012 SENECA LAW RICHARD C SENECA ESQUIRE 564 OLD YORK RD ETTERS PA 17314 Re: Mary Bingman SSN: ###-##-6687 Dear Attorney Seneca: Pursuant to your letter dated October 08, 2012, the Department's, Estate Recovery Program, has reviewed the information you provided regarding the above-referenced Individual. It has been determined that this individual did not receive any type of assistance during the questioned period. Therefore, according to the information you provided, the Department's Estate Recovery Program will not seek any recovery from this estate. If your client applied for Medical Assistance and had an application and/or hearing pending at the time of death, please advise us and provide any additional information that may affect a recovery by our Department. Thank you for your cooperation in this matter. If you have any questions, please contact me. Sincerely } OL Vince A. Porter Recovery Section Manager {717}772-6604 ,jjyt{ OCT 2 0 2012 BY:_------------------ Bureau of Program Integrity I Division of Third Party Liability I Recovery Section Po sox 8486 I Harrisburg,Pennsylvania 17105-8486 List of individuals and organizations to whom written notice of the Audit has been given: Jane E. Bingman Guerin Ruth Ann Bingman Gerardi 269 West Walnut Lane 453 Bendale Drive Philadelphia, PA 19144-3272 Severna Park, MD 21146 Beavertown United Methodist Church Asbury Theological Seminary 211 West Walnut Street 204 North Lexington Avenue Beavertown, PA 17813 Wilmore, KY 40390 Shepherdstown United Methodist Church Pennsylvanians Concerned About Alcohol Problems 1934 South York Street 900 South Arlington Avenue, #1606 Mechanicsburg, PA 17055 Harrisburg, PA 17109 Robert atewart Bingman 1370 Valley Road Etters, PA 17319 r4 4 Seneca . law Richard C. Seneca, m Richard C. Seneca, E GUIDING YOU THROUGH Richard J. Seneca, Law Clerk rjseneca@senecalow.com September 20, 2013 Asbury Theological Seminary 204 North Lexington Avenue Wilmore, KY 40390 Re: Estate of Mary D. Bingman, Deceased No. 2012-00715 Dear Sir or Madam: I represent Robert S. Bingman in his capacity as Executor for the Estate of Mary D. Bingman, Deceased. The First and Final Account of Robert S. Bingman, Executor for the Estate of Mary D. Bingman, Deceased, will be filed today with the Clerk of the Orphans' Court Division of the Court of Common Pleas of Cumberland County, Pennsylvania and will be called for audit before the Honorable Albert H. Masland on November 26, 2013, at 9:30 a.m. in Courtroom No. 1 at the Cumberland County Courthouse, 1 Courthouse Square, Carlisle, PA 17013. Your organization's interest in the estate consists of 2% of the value of the estate after debts are paid but before the calculation of tax. This equates to $435.17. The court will be asked to approve the account as stated and to make awards in accordance with provisions of the will of Mary D. Bingman dated December 5, 2000. A copy of the will, account, and Petition for Adjudication/Statement of Proposed Distribution which will also be filed today may be obtained by visiting or contacting the Cumberland County Clerk of the Orphans' Court Division, Room 102, 1 Courthouse Square, Carlisle, PA 17013, Telephone: (717) 240-6345. If you have any objections to any items in the account or if you disagree with the position the accountant has taken on any claim, you must file written objections with the Clerk of the Orphans' Court Division by 9:00 a.m. on the date of the session of court when the account is listed for audit; otherwise, the court may assume you have no objection and may approve the account as stated. If you have any questions regarding the contents of this letter, the account of the Executor or the will of Mary D. Bingman, please contact the undersigned. Thank you. Kindest regards, Richard . Seneca""Esquire P.O. Box 333 - 680 Yorktown Road - Lewisberry, PA 17339 (717) 932-6000 m Fax: (717) 932-1319 eneca Law Richard Seneca, rseneca@senecalaw.com G U I D I N G YOU THROUGH Richard I Seneca, Law Clerk riseneca @senecalaw.com September 20, 2013 Beavertown United Methodist Church 211 West Walnut Street Beavertown, PA 17813 Re: Estate of Mary D. Bingman, Deceased No. 2012-00715 Dear Sir or Madam: I represent Robert S. Bingman in his capacity as Executor for the Estate of Mary D. Bingman, Deceased. The First and Final Account of Robert S. Bingman, Executor for the Estate of Mary D. Bingman,Deceased, will be filed today with the Clerk of the Orphans' Court Division of the Court of Common Pleas of Cumberland County, Pennsylvania and will be called for audit before the Honorable Albert H. Masland on November 26, 2013, at 9:30 a.m. in Courtroom No. 1 at the Cumberland County Courthouse, 1 Courthouse Square, Carlisle, PA 17013. Your organization's interest in the estate consists of 2% of the value of the estate after debts are paid but before the calculation of tax. This equates to $435.17. The court will be asked to approve the account as stated and to make awards in accordance with provisions of the will of Mary D. Bingman dated December 5, 2000. A copy of the will, account, and Petition for Adjudication/Statement of Proposed Distribution which will also be filed today may be obtained by visiting or contacting the Cumberland County Clerk of the Orphans' Court Division, Room 102, 1 Courthouse Square, Carlisle, PA 17013, Telephone: (717) 240-6345. If you have any objections to any items in the account or if you disagree with the position the accountant has taken on any claim, you must file written objections with the Clerk of the Orphans' Court Division by 9:00 a.m. on the date of the session of court when the account is listed for audit; otherwise, the court may assume you have no objection and may approve the account as stated. If you have any questions regarding the contents of this letter, the account of the Executor or the will of Mary D. Bingman, please contact the undersigned. Thank you. Kindest regards, Richard C. Seneca, Esquire P.O. Box 333 - 680 Yorktown Road m Lewisberry, PA 17339 - (717) 932-6000 - Fax: (717) 932-1319 r,ARichard C. Seneca, Esq. 4Seneca Law rseneca @senecalaw.com GUIDING YOU THROUGH Richard J. Seneca, Law Clerk rjseneca @senecalaw.com September 20, 2013 Shepherdstown United Methodist Church 1934 South York Street Mechanicsburg, PA 17055 Re: Estate of Mary D. Bingman, Deceased No. 2012-00715 Dear Sir or Madam: I represent Robert S. Bingman in his capacity as Executor for the Estate of Mary D. Bingman, Deceased. The First and Final Account of Robert S. Bingman, Executor for the Estate of Mary D. Bingman, Deceased, will be filed today with the Clerk of the Orphans' Court Division of the Court of Common Pleas of Cumberland County, Pennsylvania and will be called for audit before the Honorable Albert H. Masland on November 26, 2013, at 9:30 a.m. in Courtroom No. 1 at the Cumberland County Courthouse, 1 Courthouse Square, Carlisle, PA 17013. Your organization's interest in the estate consists of 2% of the value of the estate after debts are paid but before the calculation of tax. This equates to $435.17. The court will be asked to approve the account as stated and to make awards in accordance with provisions of the will of Mary D. Bingman dated December 5, 2000. A copy of the will, account, and Petition for Adjudication/Statement of Proposed Distribution which will also be filed today may be obtained by visiting or contacting the Cumberland County Clerk of the Orphans' Court Division, Room 102, 1 Courthouse Square, Carlisle, PA 17013, Telephone: (717) 240-6345. If you have any objections to any items in the account or if you disagree with the position the accountant has taken on any claim, you must file written objections with the Clerk of the Orphans' Court Division by 9:00 a.m. on the date of the session of court when the account is listed for audit; otherwise, the court may assume you have no objection and may approve the account as stated. If you have any questions regarding the contents of this letter, the account of the Executor or the will of Mary D. Bingman,please contact the undersigned. Thank you. 4WgUre ards, t 3`k'166rd C. Seneca, Esquire P.O. Box 333 - 680 Yorktown Road - Lewisberry, PA 17339 m (717) 932-6000 Fax: (717) 932-1319 r,A Richard C. Seneca, Esq. JSeneca Law rseneca@senecalaw.com G U I D I N G Y O U T H R O U G H Richard J. Seneca, Law Clerk rjseneca@senecalow.com September 20, 2013 Pennsylvanians Concerned About Alcohol Problems 900 South Arlington Avenue,#16013 Harrisburg, PA 17109 Re: Estate of Mary D. Bingman, Deceased No. 2012-00715 Dear Sir or Madam: I represent Robert S. Bingman in his capacity as Executor for the Estate of Mary D. Bingman, Deceased. The First and Final Account of Robert S. Bingman, Executor for the Estate of Mary D. Bingman, Deceased, will be filed today with the Clerk of the Orphans' Court Division of the Court of Common Pleas of Cumberland County, Pennsylvania and will be called for audit before the Honorable Albert H. Masland on November 26, 2013, at 9:30 a.m. in Courtroom No. 1 at the Cumberland County Courthouse, 1 Courthouse Square, Carlisle, PA 17013. Your organization's interest in the estate consists of 4% of the value of the estate after debts are paid but before the calculation of tax. This equates to $870.35. The court will be asked to approve the account as stated and to make awards in accordance with provisions of the will of Mary D. Bingman dated December 5, 2000. A copy of the will, account, and Petition for Adjudication/Statement of Proposed Distribution which will also be filed today may be obtained by visiting or contacting the Cumberland County Clerk of the Orphans' Court Division, Room 102, 1 Courthouse Square, Carlisle, PA 17013,Telephone: (717) 240-6345. If you have any objections to any items in the account or if you disagree with the position the accountant has taken on any claim, you must file written objections with the Clerk of the Orphans' Court Division by 9:00 a.m. on the date of the session of court when the account is listed for audit; otherwise, the court may assume you have no objection and may approve the account as stated. If you have any questions regarding the contents of this letter, the account of the Executor or the will of Mary D. Bingman, please contact the undersigned. Thank you. Kindest reg�ards,/ Richard C. Seneca, Esquire P.O. Box 333 - 680 Yorktown Road - Lewisberry, PA 17339 - (717) 932-6000 m Fax: (717) 932-1319 Richard C. Seneca, Esq. r4 4 Se neca Law rseneca@senecalaw.com G U I D I N G YOU THROUGH Richard J. Seneca, Law Clerk rjseneca@senecalaw.com September 20, 2013 Ms. Ruth Ann Bingman Gerardi 453 Bendale Drive Severna Park, MD 21146 Re: Estate of Mary D. Bingman, Deceased No. 2012-00715 Dear Ms. Gerardi: I represent Robert S. Bingman in his capacity as Executor for the Estate of Mary D. Bingman, Deceased. The First and Final Account of Robert S. Bingman, Executor for the Estate of Mary D. Bingman, Deceased, will be filed today with the Clerk of the Orphans' Court Division of the Court of Common Pleas of Cumberland County, Pennsylvania and will be called for audit before the Honorable Albert H. Masland on November 26, 2013, at 9:30 a.m. in Courtroom No. 1 at the Cumberland County Courthouse, 1 Courthouse Square, Carlisle, PA 17013. Your interest in the estate consists of a one-third residuary interest. This equates to $6,129.41. The court will be asked to approve the account as stated and to make awards in accordance with provisions of the will of Mary D. Bingman dated December 5, 2000. A copy of the will, account, and Petition for Adjudication/Statement of Proposed Distribution which will also be filed today may be obtained by visiting or contacting the Cumberland County Clerk of the Orphans' Court Division, Room 102, 1 Courthouse Square, Carlisle, PA 17013, Telephone: (717) 240-6345. If you have any objections to any items in the account or if you disagree with the position the accountant has taken on any claim, you must file written objections with the Clerk of the Orphans' Court Division by 9:00 a.m. on the date of the session of court when the account is listed for audit; otherwise, the court may assume you have no objection and may approve the account as stated. If you have any questions regarding the contents of this letter, the account of the Executor or the will of Mary D. Bingman, please contact the undersigned. Thank you. Kindest regards, ,ql � Richard C. Seneca, Esquire P.O. Box 333 - 680 Yorktown Road - Lewisberry, PA 17339 - (717) 932-6000 o Fax: (717) 932-1319 Richard C. Seneca, Esq. Seneca Law rseneca @senecalow.com r'4 m 4G U I D I N G Y O U T H R O U G H Richard J. Seneca, Law Clerk 6seneca @senecalow.com September 20, 2013 Ms. Jane E. Bingman Guerin 269 West Walnut Lane Philadelphia, PA 19144-3272 Re: Estate of Mary D. Bingman, Deceased No. 2012-00715 Dear Ms. Guerin: I represent Robert S. Bingman in his capacity as Executor for the Estate of Mary D. Bingman, Deceased. The First and Final Account of Robert S. Bingman, Executor for the Estate of Mary D. Bingman, Deceased, will be filed today with the Clerk of the Orphans' Court Division of the Court of Common Pleas of Cumberland County, Pennsylvania and will be called for audit before the Honorable Albert H. Masland on November 26, 2013, at 9:30 a.m. in Courtroom No. 1 at the Cumberland County Courthouse, 1 Courthouse Square, Carlisle, PA 17013. Your interest in the estate consists of a one-third residuary interest. This equates to $6,129.41. The court will be asked to approve the account as stated and to make awards in accordance with provisions of the will of Mary D. Bingman dated December 5, 2000. A copy of the will, account, and Petition for Adjudication/Statement of Proposed Distribution which will also be filed today may be obtained by visiting or contacting the Cumberland County Clerk of the Orphans' Court Division, Room 102, 1 Courthouse Square, Carlisle, PA 17013, Telephone: (717) 240-6345. If you have any objections to any items in the account or if you disagree with the position the accountant has taken on any claim, you must file written objections with the Clerk of the Orphans' Court Division by 9:00 a.m. on the date of the session of court when the account is listed for audit; otherwise, the court may assume you have no objection and may approve the account as stated. If you have any questions regarding the contents of this letter, the account of the Executor or the will of Mary D. Bingman, please contact the undersigned. Thank you. Kindest regards, Richard C. Seneca, Esquire P.O. Box 333 - 680 Yorktown Road - Lewisberry, PA 17339 - (717) 932-6000 - Fax: (717) 932-1319 r4A en�ca Law Richard C. Seneca, rseneca@senecolow.com GUIDING YOU THROUGH Richard J, Seneca, Law Clerk rjseneca@senecalaw.com September 20,2013 Mr. Robert Stewart Bingman 1370 Valley Road Etters, PA 17319 Re: Estate of Mary D. Bingman,Deceased No. 2012-00715 Dear Robert: The First and Final Account of Robert S. Bingman, Executor for the Estate of Mary D. Bingman, Deceased, will be filed today with the Clerk of the Orphans' Court Division of the Court of Common Pleas of Cumberland County, Pennsylvania and will be called for audit before the Honorable Albert H. Masland on November 26, 2013, at 9:30 a.m. in Courtroom No. i at the Cumberland County Courthouse, 1 Courthouse Square, Carlisle, PA 17013. Your interest in the estate consists of a one-third residuary interest. This equates to $6,129.42. In addition, you will be paid $83.00 in reimbursement for a fee you paid to Larry Shoop, CPA for the preparation of your mother's income tax returns. The court will be asked to approve the account as stated and to make awards in accordance with provisions of the will of Mary D. Bingman dated December 5, 2000. A copy of the will, account, and Petition for Adjudication/Statement of Proposed Distribution which will also be filed today may be obtained by visiting or contacting the Cumberland County Clerk of the Orphans' Court Division, Room 102, 1 Courthouse Square, Carlisle, PA 17013,Telephone: (717) 240-6345. If you have any objections to any items in the account or if you disagree with the position the accountant has taken on any claim, you must file written objections with the Clerk of the Orphans' Court Division by 9:00 a.m. on the date of the session of court when the account is listed for audit; otherwise, the court may assume you have no objection and may approve the account as stated. If you have any questions regarding the contents of this letter, the account of the Executor or the will of Mary D. Bingman, please contact the undersigned. Thank you. Kindest regards,,ez J� --.. Richard C. Seneca, Esquire P.O. Box 333 0 680 Yorktown Road o Lewisberry, PA 17339 0 (717) 932-6000 - Fax: (717) 932-1319 Re: ESTATE OF MARY D. BINGMAN, : CUMBERLAND COUNTY, PENNSYLVANIA DECEASED ORPHANS' COURT DIVISION NO. 2012-00715 o oa , FIRST AND FINAL ACCOUNT OF r CD ROBERT S. BINGMAN, EXECUTOR FOR THE ESTATE OF MARY D. BINGMAN, DECEASEb - f�J Date of Death: March 29;'2012 c� Date of Incapacity, if any: None Date of Executor's Appointment: June 27, 2012 Dates of Advertisement of Grant of Letters Testamentary: Cumberland County Law Journal: October 19 & 26, 2012, November 2, 2012; The Central Penn Business Journal: October 19 & 26, 2012, November 9, 2012. Account for the Period: March 30, 2012 to September 16, 2013 Purpose of Account: The Executor offers this Account to acquaint interested parties with the transactions that have occurred during the Administration of the Estate. Accountant: Robert S. Bingman 1370 Valley Road Etters, PA 17319 It is important that the Account be carefully examined. Requests for additional information, questions, or objections can be discussed with the below attorney for the accountant: Richard C. Seneca, Esquire PA Supreme Court I.D. No. 49807 Seneca Law P.O. Box 333 680 Yorktown Road Lewisberry, PA 17339 (717) 932-6000 -1- SUMMARY OF ACCOUNT & INDEX PAGE Principal Receipts: Assets Listed in Inventory $54,205.47 3 Subsequent Receipts $2,125.21 3-4 $56,330.68 4 Less Disbursements: Funeral Expenses $10,231.10 4 Refunds $2,155.49 4 Administration Costs, Fees & Expenses $1,260.71 4 Other Disbursements $18,422.67 4-5 $32,069.97 5 Receipts of Income $111.86 5 Balance before Distribution/Balance on Hand $24,372.57 6 Statement of Proposed Distribution 6 Verification 7 Certificate of Notice 8 -2- PRINCIPAL RECEIPTS ASSETS LISTED IN INVENTORY (Valued as of Date of Death) Bank Accounts & Notes PNC Bank -Account No. 50-7007-6935 $12,386.27 Susquehanna Conference - On Demand Note $7,000.00 Interest Interest Accrued on PNC Account No. 50-7007-6935 $.05 Interest Accrued on Susquehanna Conference - On Demand Note $87.26 Investment Funds American Funds - Capital Income Builder-A (#84444901), 302.812 shares @51.11 per share. $15,476.72 American Funds - The Income Funds of America A (#84444901), 819.925 shares @17.44 per share. $14,299.49 Refunds Genworth Life Insurance Company - Refund of Premium on Long-Term Care Policy $3,220.00 Other Monies IRS Tax Refund for 2011 Personal Income Taxes $818.00 Pennsylvania State Employees Retirement Services - Pension Payment $917.68 TOTAL: $54,205.47 SUBSEQUENT RECEIPTS 04/02/2012 United Method Church Benefit Board Pension Payment $1,336.29 -3- 04/02/2012 Social Security Benefit Payment $767.00 04/03/2012 American Bible Society Benefit Payment $21.92 TOTAL PRINCIPAL RECEIPTS: $56,330.68 DISBURSEMENT OF PRINCIPAL FUNERALEXPENSES 04/16/2012 Malpezzi Funeral Home $9,815.00 04/20/2012 Malpezzi Funeral Home $316.10 05/15/2012 Aurand Memorials - Tombstone Engraving $100.00 REFUNDS 03/30/2012 American Bible Society Benefit Payment $21.92 04/04/2012 Social Security Benefit Payment $767.00 04/10/2012 United Methodist Church Benefit Board Pension Payment $1,336.29 05115/2012 Pennsylvania State Employees Retirement System Overpayment $30.28 ADMINISTRATION COSTS, FEES & EXPENSES 03/29/2013 Inheritance Tax Payment $1,185.71 03/31/2013 Cumberland County Register of Wills Fee $75.00 OTHER DISBURSEMENTS 03/3012012 Nancy Kessler - Home Care Assistant $120.00 03/3012012 Paulette Palmer- Home Care Assistant $465.00 04102/2012 Messiah Lifeways - Room & Board/Supplies $8,656.00 04/09/2012 Verizon Telephone Payment $21.76 -4- 04/14/2012 Messiah Village - Home Care Assistant $71.80 04/16/2012 Messiah Lifeways - Room & Board/Supplies $8,273.52 04/17/2012 Alert Pharmacy - Prescriptions $317.62 05/14/2012 Messiah Lifeways - Room & Board/Supplies $184.47 04/14/2012 Larry Shoop, CPA - Income Tax Preparation $275.00 05/14/2012 Paul Dalbey, DPM (Medical Bill) $4.15 03/31/2013 Capital Area Health Associates (Medical Bill) $33.35 TOTAL DISBURSEMENT OF PRINCIPAL: $32,069.97 RECEIPTS OF INCOME PNC Bank Account Interest Earned 04/17/2012 $.13 05/16/2012 $.12 06/18/2012 $.13 07/18/2012 $.12 08/16/2012 .12 $.62 12/31/2012 Interest Accrued on Susquehanna Conference - On Demand Note $88.22 06/15/2013 Interest Accrued on Susquehanna Conference - On Demand Note $23.02 TOTAL RECEIPTS OF INCOME: $111.86 -5- STATEMENT OF PROPOSED DISTRIBUTION Distributions to beneficiaries are based on Section 1. of the Last Will of Mary D, Bingman. The Attorney Fee distribution is based on an hourly fee arrangement entered into by the Executor by Fee Agreement dated April 29, 2012. PROPOSED DISTRIBUTION BALANCE ON HAND: $24,372.57 TO: Richard C. Seneca, Esq. (Attorney Fee) $2,965.00 Richard C. Seneca, Esq. (Expenses Advanced) $760.47 TO: Beavertown United Methodist Church $435.17 TO: Asbury Theological Seminary2 $435.17 TO: Pennsylvanians Concerned About Alcohol Problems3 $870.35 TO: Shepherdstown United Methodist Church $435.17 TO: Jane E. Bingman Guerin (Residuary Beneficiary) $6,129.41 TO: Ruth Ann Bingman Gerardi (Residuary Beneficiary) $6,129.41 TO: Robert Stewart Bingman $83.00 (Reimbursement of fee paid to Larry Shoop, CPA for 2012 income tax return preparation.) Robert Stewart Bingman (Residuary Beneficiary) $6,129.42 TOTAL FINAL DISTRIBUTION: $24,372.57 Ar Robert S. Bingman Executor for the Estate of Mary D. Bingman, Deceased 'Capital Health bill payment: $102.60, Estate notice publication fees: $225.00; Mileage: $25.30, Postage: $28.53; Inheritance tax additional payment: $9.04; First and Final Account filing fees: $215.00; Register of Wills Letters Testamentary & Short Certificates fee: $155.00. ZPursuant to Section 1. of the Last Will of Mary D. Bingman, these entities receive 2% of the value of the estate after all debts are deducted but before taxes are calculated. 3Pursuant to Section 1. of the Last Will of Mary D. Bingman, this entity receives 4% of the value of the estate after all debts are deducted but before taxes are calculated. -6- VERIFICATION Robert S. Bingman, Executor for the Estate of Mary D. Bingman, Deceased hereby declares under oath that he has fully and faithfully discharged the duties of his office; that the forgoing First and Final Account is true and correct and fully discloses all significant transactions occurring during the accounting period; that all known claims outstanding 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 the penalties of 18 Pa.C.S.A. Section 4904 relating to unsworn falsification to authorities. Date: ���°l/1 /�i /✓• . -=. Robert S. Bingman -7- Re: ESTATE OF MARY D. BINGMAN, : CUMBERLAND COUNTY, PENNSYLVANIA DECEASED ORPHANS' COURT DIVISION NO. 2012-00715 CERTIFICATE OF NOTICE I hereby certify that on September 20, 2013, 1 provided written notice to the following individuals of the filing of this account and its call for audit pursuant to Pa.O.C. Rule 6.3 and Cumberland County Orphans' Court Local Rule 6.3-1 by sending such notice by United States Mail, First Class, postage prepaid, at Lewisberry, Pennsylvania to: .Jane E. Bingman Guerin Ruth Ann Bingman Gerardi 269 West Walnut Lane 453 Bendale Drive Philadelphia, PA 19144-3272 Severna Park, MD 21146 Beavertown United Methodist Church Asbury Theological Seminary 211 West Walnut Street 204 North Lexington Avenue Beavertown, PA 17813 Wilmore, KY 40390 Shepherdstown United Methodist Church Pennsylvanians Concerned About Alcohol Problems 1934 South York Street 900 South Arlington Avenue, #1601 Mechanicsburg, PA 17055 Harrisburg, PA 17109 Robert Stewart Bingman 1370 Valley Road Etters, PA 17319 Richard C. Seneca, Esquire PA Supreme Court I.D. No. 49807 Seneca Law P.O. Box 333 680 Yorktown Road Lewisberry, PA 17339 (717) 932-0465 Counsel for Robert S. Bingman, Executor for the Estate of Mary D. Bingman, Deceased. -8-