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Home My WebLink About07-11-14 COYNE & COYNE, P.C. Lisa Marie Coyne, Esq. Pa. Supreme Ct. No. 53788 3901 Market Street Camp Hill, PA 1 701 1-4227 717-737-0464 ATTORNEY FOR ESTATE ESTATE OF LAURA GREENAWALT KREIDER, DECEASED NO. 21-12-1225 To All Parties in Interest: NOTICE The First and Final Account and Proposed Schedule of Final Distribution of FRANK GREENAWALT under the Last Will dated October 2, 2003 of LAURA GREENAWALT KREIDER, Deceased, has been filed with the Clerk of the Orphans' Court Division of the Court of Common Pleas of Cumberland County, Pennsylvania, and will be called for CONFIRMATION on Tuesday, August 26, 2014 at 9:30 o'clock, a.m. in Courtroom No. 1 of the Cumberland County Courthouse, Carlisle,Pennsylvania. The Court will be asked to approve the First and Final Account and Schedule of Proposed Final Distribution as stated and to make awards in accordance with provisions of the Will of LAURA GREENAWALT KREIDER, Deceased. Copies of the account AND Proposed Schedule of Final Distribution are enclosed. It is not necessary that you or your counsel appear at the audit. However, 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), it is necessary that you appear at the time and place stated above in person or by counsel; otherwise, the court will 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, or the Proposed Schedule of Distribution from the Executor of the Estate of LAURA GREENAWALT KREIDER, Deceased, please contact the undersigned. COYNE & COYNE, P.C. Dated: 26,/ef By; sa Marie Coyne Esq. -07f v Pa. Supreme Ct. No. 53788 ca 3901 Market St. U Q Camp Hill, PA 17011-4227 (717) 737-0464 C;- ;'F" ;n Q Attorney for Estate CD -T-LL -J -)207 it.r FIRST AND FINAL ACCOUNTING Ca and PROPOSED SCHEDULE OF DISTRIBUTION M C.': ' cz FRANK GREENAWALT,EXECUTOR for "n Estate of LAURA GREEX4WALT KREIDER, Deceased 03 Estate No. 21-12-1225 (Cumberland County) Date of Death: 11/13/2012 Date of Executor Appointment: 11/27/2012 Date of First Complete Advertisement of Letter: 121712012 Accounting for the Period: 11/27/12 TO 6/2612014 PURPOSE OF THIS ACCOUNT: Frank Greenawalt,Executor offers this account to acquaint interested patties with the transactions that have occurred during the Administration of this Esate and to Review the Proposed Schedule of Final Distribution. - - It is important that the Account and Proposed Schedule of Final Distribution be carefully examined. Requests for additional information,questions or objections can be discussed with: - COYNE&COYNE,P.C. Lisa Marie Coyne,Esq. Pa.Supreme Ct.No.53788 3901 Market Street - Camp Hill,PA 17011-4227 717-737-0464 Attorney For Estate Page 1 ESTATE OF LAURA GREENAWALT KREIDER,DECEASED - -- - - Date of Death;. November 13,2012 - .- Estate No.21-12-1225 A B C D J E 1 RECEIPTS OF PRINCIPAL 2 Fiduc's 3 Assets Listed in Invent �. Acqusttion 4 Yalued as of Date of Death Yalue 5 . 6 ash: 7 M&T Checking Acct#XXXX51IS $ 134,614.28 8 IMET CertificateofDeposit#XXXXXxxxxx2108 $ 64,119.67 9 yM&T Certificate of Deposit#,CCXXXXYX4887 $ 15.283.43 10 �M&T Certificate of Depo_sit#X>-y0?t xX M4.879 $ 2,062.79 _ 11 PSECU Savings Acct. _ $ 13537 12 PSECU Mone}-Market Acct. $ 65,348.11 - 13 PSECU Certificate of Deposit $ 18,420.98 14 PSECU Certificate of Deposit J $ I9,876.43 15 Moran Stanley Cash and Citibank N.A. (Account#341-902606-409) 212.99 $ 553,074.05 16 - 17 Investments SoldfLi nidated 3/12/2013): 18 pate Sold 19r 3/512013 Bristol Myers Squibb Co(BN sold 325.000 shares @$37.49/share $ 1.2,184.25 20 3/5/2013 Clcarbrid e Energy MLP FD Inc CEM):sold 524.000 shares(?4$25,9429/share $ - 13,594,08 21 315 2013 Clearbridgt finergy MLP OPP FD(EMO :saki 581.000 shares $22.7203/share $ 13,200.49 22 3/5/2013 Tortoise MLP Fund Inc LTG :sold 434.000 shares @$27.6134/share $ 11,984.22 23 3/612013 Tortoise MLP Fund Inc(I�rI'G):sold.558 shazes @$27.61.34/share $ 15.41 24 316/2013 Clearbrid e E tnEg MLP FD Inc(CE M .sold.74 shares a.$25.9429/share $ 19.20 25 31612013 Clearbrid e Entru MLP OPP FD(EMO):sold.141 shares @$22.72031share -$ 320 26 3/812013 AT&TIne T :sold350 shares @$36.5831/share $ 1,2,804.09 27 31812013 IPPL Corporation(PPL,):sold 865 shares @$31.2316/share $ 27,015.33 28 3/1212013 I Tortoise MLP Fund Inc TG:sold 6.000 shares @-$26.65/share $ 159.90 29 3/1212013 jPIMC0 Total Return A_TaAX Zsold 1,101.345 shares as$11:10/share $ 12 335.06 30 3/12/2013 JPrMC0 Total Return A PRTNX :sold 1,002.0_23 shares a $12.13/share j $ 12,154.54 31 3/12/2013 Oppenheimer SR Floating Rate A(OOSAX):sold 1.,519:174 shares @$8.37/share 1 $ 12,715.49 32 3/1212013 JAlliancebur High Income A AGDA :sold 1,414.079 shares @$9.65/share I $ 13,645.86 - 33 3?1212013 MF S Emerging Markets Debt A(MEDAX):sold 809.043 shares(a,)$16.04/share I $ 12,9'7.05 34 3/1212013 jTempltton Global BD FDA TPINX : sold 909.576 shares @$13.581share $ 12,352.04 35 3/12/2013 _ Gateway Fund,A(GATED:sold 526.583 shares @$27.98/share $ 14,733.79 36 _3/12/2013 T..... 4 Multi-Mgr ALT Strat A(IMTJAX):sold 1,492.193 shares $10.08/share $ 15,041.31 37 3/1312018 ' FSighland Long Short E nits,A(ISO. :sold 1,308.341 shares ,$1 L311share $ 14,797.34 - 38 3/1312013 ITortoise MLP Fund Inc(NTG):sold.859 shares @$26.65/share $ 22.89 $ 211,755.54 39 40 Recei is Subse uent to DOD: 41 11/1912012 Deposit Into M&T Individual Acccount $ 10,000.00 42 -1.2/19/2012 Refund from Messiah Village $ 1,184.00 43 12/15/2012 Interest Checking Acct--Metro Bank for 2011 $ 16.99 7 11130//12 Interest from M&T CDs $ 22.95 45 3751201.3 PSERS--Retirement Refund $ 281.64 46 9/19/2013 Refund from IRS $ 5.05 47 12/13/2013 Interest from Estate Members 1st FCU to date for 2013 _ _ $ 47.95 48 1211312013 interest from Estate Metro Checking Acct to date for 2013 $ 465.18 . 49 6/1/2014 Inerest from Estate Metro Checking Acct.to date for 2014 $ 13329 12 I. 705 50 _. 51 1T0TAL)?ECELPTS0FPPJNC1PAL $ 776,986.64 „ ESTATE OF LAURA GREENAWALT KREIDER,DECEASED - - Date of Death., November 13,2012 Estate No.21-12-1225 A B C D E 52 53 DISBURSEMENTS OF PRI14CD AL 64 55 Check Debts and z enses: ' 56 Date: Amonnt 57 11/14/2012 1297 Musseiman Funeral aid from M&T Individual Account--Uncleared at DOD $ 750.00 58 11/15/2012 1298 Messiah Lifewa s aid from M&T Individual Account--Uncleared at DOD $ 9,853.75 59 11/16/3012 1299 Rollin Green Cemetery aid from ,A 59 Individual Account--Uncleared.at DOD $ 285.00 60 12/1312012 101 Alert Pharm-r- '$ 10.00 61 12/1812012 102 Messiah Lifewa s $ 3,750.40 62 12t2013 103 Cumberland Law Journal eat ad $ 75.00. .63 1/15/2013 104 Patriot News le al-(1) $ 123.38 64 106 VOID 65 2118/2013 107 PA De artment of Revenue State Income Taxes for 20121 S 238.00 66 2/1812013 . 108 U.S.Treasu ederal Income Taxes for 2012 $ 706.04 61 2!18/2013 109 Aldo Cemaie 2012 Income Tax Retum Pre stet on $ 150.00 68 4/25/2013 110 VOID 69, 5/812013 112 Re 'stet of Wills film fee $ 15.00 70 118 VOfl? 71 7/5/2013 119 Re 'stet of Wills additional robate fees $ 250.00 72 1/31/2014 123 Re inter of Wills--Filin Fee Su lemcntal Retum $ 15.00 73 2/8/2014 124 Re inter of Idrslls addit oval robate foes $ 100.00 74 4/2/2014 125 PA De t of Revenue 2013 Stan Taxes $ 308.00 76 412/2014 126 Care re Associates Fees for 2013 Initial Fiduciary Retum 200. $ 16,829.53 76 77 Brokerage Commis ions: - 78 3/5/2013 Bristol M ern Commissions $ 309.73' 79. 3/5/2013 Clearbrid e Ener MI,P FD Inc--Commissions CE $ 342.07 80 j3/5/2013 Clearbrid a Ener MLP OFF FD--Commissions MO $ 333.11 81 5/2013 Toioise MLP Fund Inc--Commissions TG $ 305.08 82 5/2013 PPL Co oration--Commissions PL $ 603.71 83 5/2013 AT&T Inc--Commissions $ 324.01 84 3112126-1-3 Tortoise MLP Fund Inc--Commissions(NTG) $ 22.50 $ 2,240.21 85 .gg InheritanceTazPaid: 87 2/12/2013 105 Re ister of Wills--Estimate Inheritance Durin 16 Discount Period S 6 00.00 88 5/812013 111 Register of W 853 Wills 209.56 1 .56 89' 7/31/2013 120 Register ofWills $ 853'13 90 1/31/2014 122 Re aster of.Wills--Inheritance Tax Supplemental Return $ 16,475.69 91 6262014 127 Register of Wills--Supplemental Inheritance Tex Due per Appralsement $ "45.42 $ 103,583,80 92 93 Partial Attornc 's Fees Pa •ment: l 94 1/30/2014 121 Coyne&C e P.C. artial Pa ment of Attome Fees 2 6 1 5 $ 12 601.57 C 95 96 rartialDisbursenights.to Beneficiaries:ResidualHeirs - 97 ' 5/14/2013 116 St.Theresa Catholic Church-partial distribution of 15%Of residual estate $ 70 793.77 98 'S/14/20I3 .113 Bethesda Mission-partial distribution of 10%of residual $ 47.197.18' 99 5/14/2013 115 77re Salvation Arm -partial distribution of 5%of residual estate $ 23,498.59 100 5/14/2013 114 Messiah Village-partial distribdtion of 5%of residual estate . 23 5 8.5 S165,19 101 102 5/14/2013 117 Frank Greenawalt partial 65%of residual estate $ 306.781.6f $ 306,781.66 103 104 TOTALDISBURSEMENTOFPRINCIPAL: $ 607,226.42 106 i CERTIFICATE OF SERVICE I, Lisa Marie Coyne, Esquire, of Coyne & Coyne, P.C., hereby certify that true copy of the foregoing Notice of Confirmation of First and Final Account and Proposed Schedule of Distribution was served this date upon the below-referenced individuals at the below listed address by way of first Class mail, postage pre-paid: Mr.Frank Greenawalt 5044 Erbs Bridge Road Mechanicsburg,PA 17050 St. Theresa Catholic Church 1300 Bridge Street New Cumberland, PA 17070 Salvation Army Eastern Territorial HQ Legal Department P.O.Box C-635 West Nyack,NY 10994-1739 Bethesda Mission 611 Reily Street Harrisburg,PA 17102 Messiah Village 100 Mt.Allen Drive Mechanicsburg,PA 17055 Office of the Attorney General ATTN: Michael T.Foerster, Esq. Senior Deputy Attorney General Charitable Trusts and Organizations 14`s Floor, Strawberry Square Harrisburg,PA 17120 Dated `7ifJ tsa arie Coyne, qsquire 396q Market Street Camp Hill, PA 17011-4227 (717) 737-0464