HomeMy WebLinkAbout10-23-13 DECEDENT'S ESTATE
f L'• ��
COURT OF COMMON PLEAS OF
CUMBERLAND COUNTY, PENNSYLVANIA
ORPHANS' COURT DIVISION
ESTATE OF Robert J. LaPorte DECEASED
No. 21-11-0026
PETITION FOR ADJUDICATION I
STATEMENT OF PROPOSED DISTRIBUTION
PURSUANT TO Pa. O.C. RULE 6.9
This form may be used in all cases involving the Audit of the Account of a Decedent's Estate. If
space is insufficient, riders may be attached. Attach the spouse's election, if any, the papers
required under items 8-19 inclusive, and any instrument pertinent to the adjudication.
INCLUDE ATTACHMENTS AT THE BACK OF THIS FORM.
Name of Counsel: Bradley L. Griffie
Supreme Court I.D. No.: 34349
Name of Law Firm: Griffie S Associates
Address: 200 North Hanover St
Carlisle, PA 17013
Telephone: (717)243-5551
Fax: (717) 243-5063
E-mail: bgriffie @griffielaw.com
Form OC-01 Re,10-13-2006 Copyright(c)20%Porto software only The Lackner Group,Inc. Page 1 of 10
PEET FHON FOR ADJUDICATION
Estate of Robert J.LaPorte Deceased
1. Name(s)and address(es)of Petitioner(s):
Name- Ann E. LaPorte
Address 102 Forge Road
Boiling Springs, PA 17007
Identify any executors or administrators who have not joined in the Petition for
Adjudication and Statement of Proposed Distribution and Account and state reason:
Is this the first accounting by this fiduciary?.._._.................................................................. ® Yes ❑ No
If not, identify prior accountings, the accounting periods covered, and the date of
adjudication of the prior accounting.
.2. Decedent died on 1211312010
® Letters Testamentary or ❑ Letters of Administration were granted to Petitioner(s)on
01106/2011
Date of Will (if applicable): 0710112005
Date(s) of Codicil(s) (if 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:
01/21/2011 01/28/2011 02/04/2011 01114/2011 01/21/2011 01/28/2011
Form OC-01 Rev.10-132" ce90gM(c)2006 form so+kwa a oniy�Ladew creme,Inc. Page 2 of 10
PETITION FAR ADJUDI AT;O M
Estate of Robert J. LaPorte 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
(S.ee Section 2201 pt sue. of the Probate, Estates and Fiduciaries Code)
If yes, date of election:
5. In the case of an intestacy, state the names of the decedent's surviving children or
surviving issue of deceased children (if none, so state):
6. Did the decedent marry after execution of Will or Codicil(s)?.............................................. 0 Yes ® No .
Were any children born to decedent after execution of
Willor 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
Form OC-01 Rev 104&2006 Copyright(c)2006 torn software only The Lackner Group,Inc. Page 3 of 10
PE11TION FOR ADJUDICATION
Estate of Robert J. LaPorte Deceased
8. Written notice of the Audit as required by Pa. O.C. Rules 6.3, 6.7 and 6.8 has been or will
be given to all parties in interest listed in item 9 below, all unpaid creditors and all
claimants listed in item 10 below. In addition, notice of any questions requiring
Adjudication as discussed in item 14 below has been or will be given to all persons
affected thereby.
A. If Notice has been given, attach a copy of the Notice as well as a list of the names
and addresses of the parties receiving such Notice.
B. If Notice is yet to be given, a copy of the Notice as well as a list of the names and
addresses of the parties receiving such Notice shall be submitted at the Audit
together with a statement executed by a Petitioner or counsel certifying that such
notice has been given.
C. If any person entitled to Notice is not sui juris (e.g., minors or incapacitated
persons), Notice of the Audit has been or will be given to the appropriate
representative on such party's behalf as required by Pa. O.C. Rule 5.2.
D. If any charitable interest is involved, Notice of the Audit has been or will also be
given to the Attorney General as required under Pa. O.C. Rule 5.5. In addition,
the Attorney General's clearance certificate (or proof of service of Notice and a
copy of such Notice) must be submitted herewith or at the Audit.
9. List all parties (charitable and non-charitable) of whom Petitioner(s) has/have notice or
knowledge, having or claiming any interest in the estate as beneficiaries under the Will or
Codicil(s)or as intestate heirs if there is a complete or partial intestacy:
A. State each party's relationship to the decedent and the nature of each party's
interest(s):
Name and Address of Each Party in Interest Relationship and Comments,W any Interest
Susan M. LaPorte Daughter 50%
.9540 Lagersfield Circle
Vienna, VA 22181
Ann E. LaPorte Daughter 50%
102 Forge Road
Boiling Springs, PA 17007
Form OC-01 Re,10.13-2006 Copyright(c)2006 form software only The Lackner Group,Inc. Page 4 of 10
ET i SON FOR ADJUDICATION
Estate of Robert J. LaPorte Deceased
Name and Address o7Each Party in Interest Relationship and Comments,ifeny Interest
B. Identify each party who is not sui juris (e.g., minors or incapacitated persons).
For each such party, give date of birth, the name of each Guardian and how each
Guardian was appointed. If no Guardian has been appointed, identify the next of
kin of such party, giving the name, address and relationship of each.
C. State why a Petition for GuardianlTrustee Ad Litem has or has not been filed for
this Audit(see PA. 0.C. Rule 12.4).
D. If distribution is to be made to the personal representative of a deceased party,
state date of death, date and place of grant of Letters and type of Letters granted.
Form OC-01 Rev 1043-2006 Copyright(c)2006 form software only The Lackner Group,Inc. Page 5 Of 10
PETITION FOB: DJUDIC TIO
Estate of Robert J. LaPorte 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 till
Claim
Admitted? Be Paid in
Full,
Above
Attachment
Total
If the estate is insolvent, attach a schedule setting forth the order of preference under
20 Pa.C.S. § 3392 and the proposed payments.
11. Was family exemption claimed?.......................................................................................... ❑ Yes ® No
Was family exemption allowed?.......................................................................................... ❑ Yes ® No
Family exemption claimant's name and relationship:
Name: Relationship.:
Form OG01 Re,10-13-2006 Copyright(c)2006 form software only The Lackner Group,Inc. Page 6 of 10
PETMON FOR ADJUDICATION
Estate of Robert J. LaPorte 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
03/14/2011 35,689.95
05/1412013 2,083.43
07/31/2013 49.20
13. On the date of death, was the decedent a fiduciary
(personal representative, trustee, guardian, agent under power
of attorney) or surety on the bond of a fiduciary?................................................................ .❑ Yes ® No
If yes, provide the name of the estate, indicate whether an account has been filed and
confirmed absolutely and all awards performed, or, in the alternative, how the
decedent's estate will be discharged for the decedent's fiduciary administration of the
estate.
14. A. Describe in detail any questions requiring adjudication and state the position of the
Petitioner(s) as to each question:
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.
Fbn,,OC-01 Rev 1043-2006 Copyright(c)2000 form software only The Lackner Group,Inc. Page 7 of 10
PETITION FOR ADJUDICATION
Estate of Robert J. LaPorte Deceased
16. Had the decedent been adjudicated an incapacitated person?........................................... ❑ Yes ® No
If yes, attach a copy of the Order if available; otherwise state 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.
Date Description Amount
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'
Purpose'
If a reserve is requested for counsel fees, has notice of the
amount of fees to be paid from the reserve been given to the
parties in interest?................................................................................................. ❑ Yes ® No
If so, attach a copy of the notice.
19. Is the Court being asked to direct
the filing of a Schedule of Distribution?................................................................................ ❑ Yes ® No
Asto real estate only?......................................................................................................... ❑ Yes ❑ No
Form OC-01 Rev 10.13-2006 Copyright(c)2006 form software only The Lackner Group,Inc. Page 8 of 10
PETITION FOR ADJUDICATION
Estate of Robert J. LaPorte 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 Dishunitee(s) Amount Proportion
Susan M. LaPorte 3,304.58 50%
Ann E. LaPorte 3,304.58 50%
B. Principal:
Proposed Distabutee(s) Amount Proportion
Susan M. LaPorte '356;121.93 50%
Ann E. LaPorte 356,121.94 50%
Submitted By:
(All petitioners must sign.
A d additional lines if nece a )
Name of Petitioner: Ann E. LaPorte
Name of Petitioner:
Name of Petitioner:
Form OC-01 Rev.10-13-2006 Copyright(c)2006 fern software only The Lackner Group,Inc. Page 9 Of 10
Estate of Robert J. LaPorte Deceased
Verification of Petitioner
(Verification must be by at least one petitioner.)
The undersigned hereby verifies [that he/she _Is title
of the above-named nameolcor/wretion
and] that the facts set
forth in the foregoing Petition for Adjudication / Statement of Proposed Distribution which are
within the personal knowledge of the Petitioner are true, and as to facts based on the
information of others, the Petitioner, after diligent inquiry, believes them to be true; and that any
false statements herein are made subject to the penalties of 18 Pa. C . 4904 (relating to
unsworn falsification to authorities).
Signature of Petitioner Ann E. LaPorte
Signature of Petitioner
Signature of Petitioner
Corporate petitioners must complete bracketed information.
Certification of Counsel
The undersigned counsel hereby certifies that the foregoing Petition for Adjudication/
Statement of Proposed Distribution is a true and accurate reproduction of the form Petition
authorized by the Supreme Court, and that no changes to the form have been made beyond the
responses herein.
i u e for Petitioner
ey iffie
Form OC-01 Rev 10-13-2006 Copyright(c)2006 forth software only The Lackner Group,Inc Page 10 of 10
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:
January 21, January 28 and February 4 2011
Affiant.further deposes-that he is authorized to verify this statement by the Cumberland
Law Journal, a legal periodical of general circulation, and that he is not interested in the subject
matter of the aforesaid notice or advertisement, and that all allegations in the foregoing
statements as to time,place and character of publication are true.
is arie Coyne, Edit
SWORN TO AND SUBSCRIBED before me this
4 of February, 2011
Notary
LaPorte,Robert J.,deed.
Late of Monroe Township.
-.... ._ Executrix: Ann E. Laporte c/o - - NOTARIAL SEAL
Bradley L.Griffie,Esquire,Griffie
&Associates,200 North Hanover DEBORAH A COLLINS
Street, Carlisle, PA 17013, (717( Notary Public
243-5551, (800(347-5552. CARLISLE BOROUGH,CUMBERLAND COUNTY
Attorneys: Bradley L. Griffie, Es- My Commission Expires Apr 28,2014
quire,Griffie&Associates.
PROOF OF PUBLICATION
State of Pennsylvania, County of Cumberland
Jackie Cox,Retail Sales Manager, 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 13th, 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):
January 14,Tanuary 21 and Tanuary 28,2011
COPY OF NOTICE OF PUBLICATION
ar, ,r' * - -' - Affiant further deposes that he/she is not
Ax @7GEO,.,T,Ua�gbjAiu,NThT16E ',
interested in the subject matter of the
Wnmou��Err IV ° u�ARI°&'�" °a` aforesaid notice or advertisement,and that
�4[aNenl anlSsuoat�grslg a ,N!..Natdabaasaai
9t afe�e x�a r ttt - all allegations in the foregoing statement as
ap{aellremtabs�NAawed to say[ ate wA�lrq ,
ayyruaw uiataiyamm�wse, ew �;yatme�twprssen�uB�.ton to time,place and character of publication
aatuamem+m
ue.
" " A;nq l,aRotte E,kenUtdx
Sa/h'Li IEy. Q[ gpfee,gqWYe -
GIL78yABBA,gldlm�ES
Dar lseNZ90f�3
(?Jl7)'240t5k5A
oao
Sworn to and subscribed before me this
Notary Public
My commission expires:
NOTARIAL SEAL
BAMBI ANN HECKENDORN
Notary Public
CARLISLE BOROUGH, CUMBERLAND CNTY
- _- - - - - -My Commission-Expires Jan-21,-2014 --
COURT OF COMMON PLEAS OF
CUMBERLAND COUNTY
ORPHANS'COURT DIVISION
IN THE MATTER OF ROBERT J. LaPORTE
FIRST ACCOUNT OF ANN E. LaPORTE,
EXECUTRIX
UNDER THE WILL OF ROBERT J. LaPORTE
NUMBER 21-11-0026
NOTICE TO PARTIES IN INTEREST
Notice is hereby given that the Executrix of the above captioned Estate has filed a
First Account and Statement of Proposed Distribution with the Clerk of the Orphans'
Court of Cumberland County, Pennsylvania, and the Audit thereon shall be before the
Court on the 26h day of November, 2013, at 9:30 a.m., in Courtroom No. 1, Cumberland
County Courthouse, One Courthouse Square, Carlisle, Pennsylvania, 17013.
If you have any objection to any transaction or matter involving the Estate, you
must file with the Clerk of the Orphans' Court objections thereto in writing prior to
Audit, or appear in person or by legal counsel and present your objections to the Court at
Audit.
If you fail to present objections, the Court may assume you have no objection to
the Account and Statement of Proposed Distribution. You are not required to appear if
you have no objections.
A copy of the Account and Statement of Proposed Distribution is attached hereto;
and if not attached, it is available for your examination at the Register of Wills Office,
Cumberland County Courthouse.
Respectfully submitted,
DATE: /0/;?.2 1( 3
•iffie, Esquire
ey f6rf'Petitioner
Supreme Court ID No. 34349
200 North Hanover Street
Carlisle,PA 17013
(717)243-5551
(800) 347-5552
In'the Court of Common Pleas of Cumberland County, Pennsylvania
Orphans' Court Division
File No. 21-11-0026
Estate of Robert J. LaPorte Deceased
Late of Township of Monroe
First and Final Account
Ann E. LaPorte, Executrix
Date of Death: 12/1312010
'Date of Incapacity, if any: None
Date of Executrix's Appointment: 0110612011
Date of First Complete Advertisement: 0112812011
Accounting for the period: 01106/2011 to 10/0112013
Purpose of Account: Ann E. LaPorte, 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:
Bradley L.Griffie
Griffie&Associates
200 North Hanover St
Carlisle,PA 17013 E. r r�
:C'
b
(717)243-5551
'Supreme Court I.D. No.'34349
r„z _n
SUMMARY OF ACCOUNT
Estate of Robert J. LaPorte, Deceased
For then armed of O rn r 1Z 2010 throunh Or_ tohar 1
Fiduciary
Current Acquisition
Proposed Distributions PAGES Value Value
-to Beneficiaries PD 718,831.03
PRINCIPAL
Receipts: 'This Account A
898,571.25
Net Gain (or Loss) on Sales
or Other Dispositions B -11,209.81
Less Disbursements: C 887,661.44
Debts of Decedent 7;151:71
Funeral Expenses 1,710.00
Administration Expenses 33764.28
Federal, State& Local Taxes 36,062.58
Commissions 12,000.00
Fees 17,510.00
Family Exemption 0:00 110,198.57
.Balance Before Distributions 777,462.87
Transfer to (from) Principal TP 0.00
Distributions to Beneficiaries D 65,241.00
Principal Balance on Hand PBOH 712,221.87
'For Information:
Investments Made
Changes in Holdings T
INCOME
Receipts 'This Account
0.00
Net Gain (or Loss)on Sales H 6,609.16
or Other Dispositions 6,609.16
Less Disbursements 0.00
Balance Before Distributions 6,609.16
Transfer-to (from) Income TI 0.00
Distributions-to.Beneficiaries 0.00
Income.Balance on Hand IBOH 6,609.16
'For Information:
Investments'Made
Changes in Holdings .L
COMBINED BALANCE ON HAND CBOH 718,831.03
Signature
Verification
SCHEDULE A
RECEIPTS OF PRINCIPAL
Fiduciary
Acquisition
Value
ub
05/19/2011 2010 Federal Income Tax Refund 5,558.00
12/13/2010 Cash 28,700.00
08/15/2011 Erie Insurance Group 36.00
12/13/2010 F&M Trust- 14,957.35
Checking Account No. 33-09274
'12/13/2010 F&M Trust- 205,178.34
Money Market Account No.70-83238
'1212712011 Homeowners Insurance refund 358.00
12/13/2010 Members 1st Federal Credit Union- 56.40
Savings Account No.322147-00
-1211312010 Members 1st Federal Credit Union- 13,097.58
Certificate of Deposit No.322147-42
'1211312010 Navy Federal Credit Union - 33,000.00
Certificate of Deposit No.0205218167001
12/13/2010 Navy Federal Credit Union- •45,000.00
Certificate of Deposit No.0205218167002
12/1312010 Navy Federal Credit Union- 33,000.00
Certificate of Deposit No.0205218167003
12113/2010 Navy Federal Credit Union - 20,000.00
Certificate of Deposit No.0205218167005
1 211 312 01 0 Navy Federal Credit Union- 35,983.51
Certificate of Deposit No.0205218167006
1211312010 Navy Federal Credit Union - :31,000.00
Certificate of Deposit No.0205218167007
12/13/2010 Navy Federal Credit Union - 17,422.70
Certificate of Deposit No.0205218167008
12/13/2010 Navy Federal Credit Union- '3,433.28
Certificate of Deposit No.0205218167009
12113/2010 Navy Federal Credit Union - 3,172.61
Certificate of Deposit No.0205218167010
12/13/2010 Navy Federal Credit Union - 689.50
Savings Account No. 0205218100
12/06/2011 'Tax and sewer proration from real estate settlement 1,418.31
03/30/2011 VISA Refund 784.77
Total Cash 492,846.35
A-1
SCHEDULE A
RECEIPTS OF PRINCIPAL
Continued
Fiduciary
Acquisition
Value
Personal Prop
07/1512011 1990 Chevrolet Truck 1,200.00
12/1312010 2001 Lincoln Town Car 6,000.00
02/25/2013 Personal Property(Appraised) 30,541.00
12/05/2011 Personal Property(Auctioned) 1,993.00
Total Personal Property 39,734.00
ock / icted
12/13/2010 1,944 shares of Dow Chemical Stock- 66,251.52
Acct. No.201102230003320
12/1312010 17 shares of Prudential Financial, Inc. - 964.58
Acct. No. C0031625611
1211312010 904 shares of Sun Life Financial, Inc. - 27,074.80
Acct. No.025984639
'Total Stocks/Listed 94,290.90
Real Esta t
12/06/2011 709 Dogwood Terrace- 272,000.00
Boiling Springs, Monroe'Township
Cumberland County, PA
Total Real Estate .272,000.00
Total Receipts 896,671.25
Total Receipts of Principal 698,871.25
A-2
SCHEDULE B
GAINS AND LOSSES ON SALES OR OTHER DISPOSITIONS - PRINCIPAL
.gain LQU
01/1212011 F&M Trust Accounts
Net Proceeds 40.05
Fiduciary Acquisition Value 0.00 -40.05
01/1212011 Members First Federal Credit Union Accounts
Net Proceeds 19.57
Fiduciary Acquisition Value 0,00 19.57
07/1512011 "Sun Life Financial Stock
Net Proceeds 4,254:78
Fiduciary Acquisition Value 0.00 •4.254.78
09/22/2011 Prudential Financial Stock
Net Proceeds 207.04
Fiduciary Acquisition Value 0.00 -207.04
0 912 312 01 1 Dow Chemical Stock
Net Proceeds A 5,555.21
Fiduciary Acquisition Value 0.00 A5,555.21
12/15/2011 Navy Federal Credit Union Accounts
Net Proceeds 238.04
Fiduciary Acquisition Value 0.00 238.04
TOTAL GAINS AND LOSSES/PRINCIPAL 4,552.44
LESS LOSS -15,762.25
NET GAIN OR LOSS -11,209.81
B-1
SCHEDULE C
DISBURSEMENTS OF PRINCIPAL
Debts of Decedent
Aqua Pennsylvania. Inc. Mated
12/19/2011 213.31
Acct No.001100167 0803928
2/24/11 $ 38.91
2124/11 $ 15.68
3/30111 $ '15.29
4/26/11 $ 23:72
6127/11 $ 15.48
8/17111 $ .31.15
8/31/11 $ 16.16
9/22/11 $ '15.83
12/5/11 $ 32.06
12/19111 $ 9.03
.213.31
Comcast Cable
0112612011 55.04
Acct. No.09547 387096-01.4
55.04
Diversified Aopraisal Services
02/18/2011 350.00
Real Estate Appraisal for 709-Dogwood Terrace,
Boiling Springs, PA
350.00
Erie Insurance Grouo
08/17/2011 562.00
Home Owner's policy Q55'2907753
C-1
SCHEDULE C
DISBURSEMENTS OF PRINCIPAL
Continued
562.00
John B. Storch -Yourway Solutions Handyman Service
08/3112011
2;289.66
(painting and repairs for resale of house)
.2,289.66
Met-Ed (Electric)
12/1912011 647.96
Acct No. 100021188055
1/21/11 $202.22
2/18/11 $ 95.59
3130111 $ 112.81
8/17111 $ '12.26
8/31/11 $ 63.31
9/22/11 $117.79
1215/11 .$ 36.23
12/19/11 $ 7.75
647.96
Monroe Township(Sewer)
08131/2011 735.00
Acct No.242
2/24/11 :$:245.00
6/27/11 $245.00
8131/11 $.245.00
735.00
Navy Federal Credit Union Visa
02/09/2011 - 784.77
Acct No.xxxx 9136
C;2
SCHEDULE C
DISBURSEMENTS OF PRINCIPAL
Continued
l 784.77
Penn Waste. Inc. (Refuse)
09122/2011 143.55
Acct No. RS730425
3/4111 $ 47.85
6/27/11 $ 47.85
9/22111 :$ .47.85
143.55
Susauehanna Oil Co.
01/14/2011 1;370.42
1/14/11 $610.58
1/26/11 $426.64
3/30/11 $333.20
1,370.42
'Total Debts of Decedent 7,15111
Funeral Expense s
Auer Cremation Services of Pennsylvania Inc
.02/09/2011 - 1,710.00
1,710.00
Total Funeral'Exoenses 1:710.00
Administration Expenses
C-3
SCHEDULE C
DISBURSEMENTS OF PRINCIPAL
Continued
Bank Fees
08/24/2012 42.64
42.64
Cumberland Law Journal
0112012011 75.00
Legal Advertising
75.00
Linden Hall Antiques
08/14/2012 45.00
Appraisal Fees
45.00
May A. Murray.Tax Collector
0912112011 2,950.65
2011 Real Estate Taxes -County/Twp $ 743.02
.2011/2012 Real Estate Taxes- $2,207.63
Cumberland Valley School District
2,950.65
Personal property auction fees
1210512011 737.55
737.55
C-4
SCHEDULE C
DISBURSEMENTS OF PRINCIPAL
Continued
Real Estate sale fees and costs
12106/2011 .28,300.40
Realtors'Commission/fees $16,035.40
Notary fees 10.00
Tax Certification 5.00
Transfer Tax .2,720.00
Radon Mitigation 775.00
Misc. repairs 350.00
Sewer 245.00
Seller Concession/Help 8,160.00
28,300.40
Register of Will
01/06/2011
1,425.50
116111 $635.50
2121/12 80.00
10/12112 15.00
5/10113 30.00
10114/13 665.00
•1,425.50
The Sentinel
02/1412011 '187.54
Legal Advertising
'187.54
Total Miscellaneous Administrative Expenses 33.764.28
Federal. to .,and Local Taxes
PA Dent, of Revenue (PA41)
10/04/2013 76.00
10115/2013 '74.00
C-5
SCHEDULE C
DISBURSEMENTS OF PRINCIPAL
Continued
150.00
PA Dept. of Revenue(PA411 (estimated)
0210112014 90.00
90.00
Reabster of Wills. Agent (Inheritance Tax)
0311412011 Inheritance Tax 45,000.00
08/17/2012 Discount -9.310.05
05/14/2013 Inheritance Tax .2,083.43
07/3112013 Interest 49.20
37.822.58
Total'Taxes 38.062.58
Commissions
Ann E. LaPorte, Executrix
10/0112013 12,000.00
12,000.00
Total Commissions 12.000.00
ohi k& Assocoates
04119/2011 360.00
.2010 Individual Tax Return Preparation
10/04/2013 400.00
:2011 Fiduciary Return
1011112013 300.00
2012 Fiduciary Return
C-6
SCHEDULE C
DISBURSEMENTS OF PRINCIPAL
Continued
10/11/2013 450.00
2013 Fiduciary Return
1,510.00
Grmffie& AssocIates (Estimate)
02/01/2011 Ito closure of estate) 16,000.00
16,000.00
'Total Fees 17,510.00
'TOTAL DISBURSEMENTS OF PRINCIPAL 110,198.57
C-7
SCHEDULE D
DISTRIBUTIONS OF PRINCIPAL
0 713 112 01 3 Cash to heirs 28,700.00
07/31/2013 Personal Property to Anne 10,565.00
07/3112013 Personal Property to Susan 25,976.00
65,241.00
TOTAL DISTRIBUTIONS TO BENEFICIARIES 65,241.00
D-1
SCHEDULE H
GAINS AND LOSSES ON SALES OR OTHER DISPOSITIONS - INCOME
QAw Loss
10/0112013 Dividends on Stocks
Net Proceeds 1,324.30
Fiduciary Acquisition Value 0.00 1,324.30
'1010112013 Interest on Money Market Account
Net Proceeds 5,284.86
Fiduciary Acquisition Value 0,00 5,284.86
TOTAL GAINS AND.LOSSES/INCOME 6,609.16
LESS LOSS
NET GAIN OR LOSS 6,609.16
H-1
a
INCOME BALANCE ON HAND
Current Value Fiduciary
1010112013 Acquisition
# Units Description or as Noted Value
.Gash
Orrstown Bank 6,609:16 6,609.16
Total Cash 6,609.16 6,609.16
6,609.16 6,609.16
IBOH-1
PROPOSED DISTRIBUTIONS TO BENEFICIARIES
Current Value Fiduciary
10/01/2013 Acquisition
or as noted Value
'TO:
Ann E. LaPorte 356,110.94
Ann E. LaPorte 3,304.58
Susan M. LaPorte 356,110.93
Susan M. LaPorte 3,304.58
718,831.03
Total 718.831.03
PD-1
In the Court of Common Pleas of Cumberland County, Pennsylvania
Orphans' Court Division
File No. 21-11-0026
Estate of Robert J. LaPorte Deceased
Signature
-
-�r
Ann E. LaPorte, Executrix
In the Court of Common Pleas of Cumberland County, Pennsylvania
Orphans' Court Division
File No. 21-11-0026
Estate of Robert J. LaPorte, Deceased
Verification
Ann E. LaPorte, Executrix under the Last Will and Testament of Robert J. LaPorte, Deceased,
hereby declares under oath that he/she has fully and faithfully discharged the duties of his/her
office; that the foregoing Account is true and correct and fully discloses all significant transactions
occurring during the accounting period; that all known claims against the Estate have been paid in
full; that,to his/her knowledge,there are no claims now outstanding against the Estate;that all
taxes presently due from the Estate have been paid; and that the grant of Letters Testamentary and
the first complete advertisement thereof occurred more than four months before the foregoing
Account.
This statement is made subject to penalties of 18 Pa. C.S.A. Section 4904 relating to unsworn
falsification to authorities.
Dated: /4 -IJ(3
Ann E. LaPorte, Executrix
I hereby certify that written notice of the filing of this Account, and of the date,time and place when
the same will be presented to the Court for confirmation and of the last day to file written objections
to said Account, has been given to every unpaid claimant and to every other person known to the
accountant to have or claim an interest in the estate as creditor, beneficiary, heir, or next of kin.
Griffie, Esquire
J