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HomeMy WebLinkAbout10-22-14 19 DECEDENT'S ESTATE COURT OF COMMON PLEAS OF Cumberland , COUNTY,'PENNSYLVANIA ORPHANS' COURT DIVISION ESTATE OF Robert E. Powell , DECEASED No. 21-13-0649 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 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. . M INCL UDE A TTA CHMENTS AT THE BACK OF THIS FORM. ca c NIM C> C3 'tl Name of Counsel: Keith O. Brenneman M Supreme Court I.D.No.:4707 '' --D Cn o Name of Law Firm: Snelbaker& Brenneman, P.C. Address: 44 West Main Street, Mechanicsburg, PA 17055 Telephone: 717-697-8528 Fax: 717-697-7681 Form OC-01 rev. 10.13.06 Page 1 of 10 Estate of Robert E. Powell , Deceased 3. Was decedent survived by a spouse? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . OYes '✓9 No If yes, name of the surviving spouse: 4. Has the surviving spouse filed to take an elective share? . . . . . . . . . . . . . El Yes No (See Section 2201 et s_g. 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): N/A 6. Did decedent marry after execution of Will or Codicil(s)? . . . . . . . . . . . ©J Yes ✓1 No Were any children born to decedent after execution of Will or Codicil(s)? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Q Yes ✓i 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? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . :7I Yes ] No Form OC-01 rev. 10.13.06 Page 3 of 10 Estate of Robert E. Powell , 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 radh Party in Interest I Relationship and Comments,i any I Interest See Accounting Form OC-01 rev. /0.13.06 Page 4 of 10 Estate of Robert E. Powell , Deceased Name and Address of Each Party in buerest Relationship and Comments.if any I 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. :Ifno Guardian has been appointed, identify the next of kin of such party, giving the name, address and relationship of each. N/A C. State why a Petition for Guardian/Trustee Ad I item has or has not been filed for this Audit (see Pa. 0.C. Rule 12.4). N/A 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. N/A For,n OC-0 l rev. 10.13.06 Page 5 of 10 Estate of Robert E. Powell , 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 In Full? None Yes El Yes E]No No Yes D Yes No E]No 0 Yes El Yes E]No E]No E]Yes El 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? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 0Yes MNo Was family exemption allowed? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . MYes No Family exemption claimant's name and relationship: Name: Relationship: Form oC-0l rev. 10.13.06 Page 6 of 1.0 Estate of Robert E. Powell , 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 8/26/13 2,500.00 2/28/14 1,739.22 7/14/14 14.10 Refund 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 JI 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: N/A B. Has notice of the question requiring adjudication been given to the parties identified in Paragraph 9 above? . . . . . . . . . . . . . . . . . . EJ Yes 0 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. N/A Form OC-01 rev. 10.13.06 Page 7 of 10 Estate of Robert E. Powell , 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. None B. Has notice of the additional receipts and disbursements been given to the parties identified in Paragraph 9 above? . . . . . . . . . . . . . El Yes El No 18. If a reserve is requested, state amount and purpose. Aniounr._--- $263.18 Purpose: filing fee for Accounting and Petition and certified mail 1f 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? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . E]Yes E]No If so, attach a copy of the notice. 19. Is the Court being asked to direct the filing of a Schedule of Distribution? . . . . . . . . . . . . . . . . . . . . . . . . . . W]Yes E]No As to real estate only? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Yes ONo For,n OC-01 rev. 10.13.06 Page 8 of 10 Estate of Robert E. Powell , 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 Distribulee(s) Amount/Proportion See Accounting B. Principal: Proposed Distributee(s) Amount/Proportion See Accounting Submitted By: (All petitioners must sign. Add additional lines if necessary): Na e of I e 'tioner: Jacqueline P. Turley Name of Petitioner: Sy B. Warner Form OC-0/ rev. /0.13.06 Page 9 of 10 Estate of Robert E. Powell , Deceased Verification of Petitioner (Verification must be by at least one petitioner.) The undersigned hereby verifies * [thawthey aV,;,/e Co-Executors of the above-named name ofcorporation Estate of Robert E. Powell 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.S. § 4904 (relating to unsworn falsification to authorities). 4iatu!er?o®rIP5_efltioner *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. Signature of Counsel for.Petitioner Form OC-0/ rev. 10.13.06 Page 1.0 of 10 LAST WILL AND TESTAMENT 1, ROBERT E. POWELL, of the County of Cumberland and Commonwealth of Pennsylvania, hereby declare this to be my Last Will and revoke all Wills that I have previously made. FIRST: I direct that the debts, which I am legally obligated to pay, and the expenses of my last illness and funeral be paid as soon as practicable after my death. SECOND: I give those articles of my household furniture and furnishings and those articles of my personal effects and personal property as set forth in the separate memorandum located with this Will to the persons named in that memorandum. THIRD: I give the entire residue of my estate, of whatever nature and wherever situate, to my wife, EDNA M. POWELL, provided she survives me. FOURTH: In the event my wife, EDNA M. POWELL, does not survive me, I direct that my herein named executors hold public sale, and the residue of my estate shall be divided as follows: A. I give my granddaughter, GABRIELLE E. MUSKET, currently residing in Rehrersburg,' Pennsylvania, One Thousand ($1,000.00) Dollars. B I give my granddaughter, ADRIENNE R. BOHN, currently residing in Reading, Pennsylvania., One Thousand ($1,000.00) Dollars. C. I give my granddaughter, MELISSA TURLEY, One Thousand ($1,000.00) Dollars. D. I give my grandson, MICHAEL TURLEY, One Thousand ($1,000.00) Dollars. E. I give-the residue of any account with Prudential Securities to SIDNEY B. WARNER. F. The residue of my estate shall be divided equally between JACQUELINE A. TURLEY and SIDNEY B. WARNER. The surviving spouse of a deceased beneficiary to take the share that the beneficiary would have received, if living. FIFTH: I appoint JACQUELINE A. TURLEY and SIDNEY B. WARNER, Co-Executors of this Will. Should they for any reason, fail to qualify or cease to act as such during the administration of my estate, I appoint, DOUGLAS BRADLEY, Executor of this Will, to act with the same duties, powers and discretions as if originally appoint. No fiduciary acting under this Will shall be required to enter bond or furnish sureties in any jurisdiction. SIXTH: My Executors and their successors shall have the following powers, in addition to those given by law to be exercised in their sole discretion: To invest in any real or personal property without restriction to legal investments; to repair, alter, improve or lease, for any period of time, any real or personal property; to sell at public or private sale any real or personal property; to compromise claims; and to make distribution in kind. SEVENTH: I order and direct that all Pennsylvania inheritance tax and 'Federal Estate Tax, if any, that may become.due and payable as the result of my death, whether or not assets subject thereto pass under the terms of this my Last Will and Testament, shall be paid out of the residue of my estate. IN TESTIMONY WHEREOF, 1, ROBERT E. POWELL., have hereunto set my hand and seal to this my Last Will and Testament, consisting of two (2) pages, at Mount Holly Springs, Pennsylvania, on the 9th day of September 2002. z- (SEAL) Robert E. Powell SIGNED, SEALED, PUBLISHED AND DECLARED by the above names Testator, as and for his Last Will and Testament, in the presence of us who have hereto signed our names as witnesses, at his request, in the! presence of said Testator, and theArese,nce of each other. lasiding at -re --a'siding at I-7T' MEMORANDUM — Robert E. Powell 1. Curio cabinet in living room and all items in the curio cabinet I give to Sidney Warner. 2. My jewelry shall be divided between Jacqueline Turley, Gabrielle Musket, Adrienne Bohn and Melissa Turley, as they may agree. 3. The grandfather clock I give to Gregory Warner, Jr. 4. Jewel T Dish set I give to Jacqueline Turley 5. China and silverware I give to Sidney Warner. 6. Safe and coin collection I give to Sidney Warner. 7. Any vehicles I may own I give to Douglas Bradley. 8. Dining Room Set (includes table, six chairs, hutch, dry sink and corner cupboard) I give to Jacqueline Turley. ' Xtriot-News Co. /lechnolo Pkwy `�+ ➢ , a / Suite 300 /,r anicsburg, PA 17050 Now you know ;,queries - 717-255-8213 SNELBAKER, BRENNEMAN P.C. 44 WEST MAIN STREET P.O. BOX 318 MECHANICSBURG PA 17055 THE PATRIOT NEWS THE SUNDAY PATRIOT NEWS Proof of Publication Under Act No. 587, Approved May 16, 1929 Commonwealth of Pennsylvania, County of Dauphin) ss Marianne Miller, being duly sworn according to law, deposes and says: That she is a Staff Accountant of The Patriot News Co., a corporation organized and existing under the laws of the 7.ommonwealth of Pennsylvania, with its principal office and place of business at 2020 Technology Pkwy, Suite 300, in the I-ownship of Hampden, County of Cumberland, State of Pennsylvania, owner and publisher of The Patriot-News and The Sunday Patriot-News newspapers of general circulation, printed and published at 1900 Patriot Drive, in the City, County and State aforesaid; that The Patriot-News and The Sunday Patriot-News were established March 4th, 1854, and September 18th, 1949, respectively, and all have been continuously published ever since; That the printed notice or publication which is securely attached hereto is exactly as printed and published in their regular Jaily and/or Sunday/Community Weekly editions which appeared on the date(s) indicated below. That neither she nor said Company is interested in the subject matter of said printed notice or advertising, and that all of the allegations of this statement as ,o the time, place and character of publication are true; and That she has personal knowledge of the facts aforesaid and is duly authorized and empowered to verify this statement on behalf of The Patriot-News Co. aforesaid by virtue and pursuant to a resolution unanimously passed and adopted severally by the stockholders and board of directors of the said Company and subsequently duly recorded in the office for the Recording of Deeds n and for said County of Dauphin in Miscellaneous Book"M", Volume 14, Page 317. PUBLICATION COPY This ad# 0002266052 ran on the dates shown below: July 09, 2013 July 16, 2013 July 23, 2013 / . .C . . . . . . . . . . . . . . . . . . . . . . . . Sw\ to and subscribed befordrhe/hi 31 day of July, 2013 A.D. Notary Public V COMMONWEA 1 H • PENNSYLVANIA Notarial Seal �T Holly Lynn Warfel,Notary Public Washington Twp.,Dauphin County My Commission Expires Dec. 12,2016 MEMBER,PENNSYLVANIA ASSOCIA 170N Of NOTARIES � w /t j r EXECUTORS'NOTICE Letters Testamentary on the Estate of Robert E.Powell,late of South Middleton Township,Cumberland County,Pen nsyivania,have been granted to the undersigned. All persons knowing themselves to be indebted to sold Estate will make payment immediately,and those having claims will present them for settlement to; Jacqueline P.Turley 211 Zion Rood Mount Holly Springs,PA 17065 Sidney_B.Warner --- - 123 Tanglewood Lane Lancaster,PA 17601 Keith O.Brenneman,Esquire 44 W.Main Street P.O.Box 318 Mechonicsburg,PA 17055 Attorneys for Executors 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: June 28, July 5, and July 12, 2013 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. LiMarie Coyne, Ed' or SWORN TO AND SUBSCRIBED before me this 12 day of July, 2013 Notary Powell,Robert E.,decd, Late of South Middleton Township. Executors: Jacqueline P. Turley, 211 Zion Road, mount Holly Springs, PA 17065 and Sidney B. Warner, 123 Tanglewood Lane, Lancaster,PA 17601. NOTARIAL SEAL Attorney: Keith 0. Brenneman, Esquire, 44 W. Main Street, P.O. DEBORAH A COLLINS Box 318, Mechanicsburg, PA Notary Public 17055. CARL ISLE BOROUG'i,CUMBERLAND COUNTY IVIy Commission Expires Apr 28, 2014 p �=-"��K������uni a DEPARTMENT orPUBLIC WELFARE MM June 21, 2O13 SNELBAKER & BRENNEMAN PC KEITH OBRENNEMANESQUIRE 44VVMAIN ST ME[HANICS8URGPA 17055 Re: Robert Powell S8N: ###-##- Dear Attorney Brenneman: Pursuant b] your letter dated June 18, 2013, the Department's, Estate Recovery ProgF8rn, 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 n2C0v2ry by our Department. Thank you for your cooperation in this matter. If you have any questions, please contact me. Sincerely Vince A. Porter Recovery Section Manager (717)772-6604 Bureau mProgram integrity | Division mThird Party Liability | Recovery Section SNELBAKER & BRENNEMAN, P.C. A PROFESSIONAL CORPORATION ATTORNEYS AT LAW 44 WEST MAIN STREET MECHANICSBURG, PENNSYLVANIA 17055 KEITH O.BRENNEMAN P.O.BOX 318 RICHARD C.SNELBAKEK-OF COUNSEL 717-697-8528 FACSIMILE(717)697-7681, October 22, 2014 TO: Adrienne R. Bohn Certified Mail No. 1-346 W. Wyomissing Boulevard -,7 010 1670 0001 0650 3142 West Lawn, PA 19609 Michael. Turley Certified Mail No. 230 N . Old Stonehouse Road 701-0 1670 0001 0650 3159 Carl-isle, PA 17015 Melissa Turley Certified Mail No. 230 N . Old Stonehouse Road 7010 1670 0001 0650 3166 Carlisle, PA 1701.5 Douglas Bradley Certified Mail No. 88 Cedar Street '7010 1.670 0001 0650 3173 Mt . Holly Springs, PA 17065 Gabrielle Musket Certified Mail No. 104 Octagon Avenue 7010 1.670 0001 0650 3180 Sinking Springs, PA 19608 Paul H . Herbein, Esquire Certified Mail No. Attorney for Gabrielle Musket 7010 2,670 0001, 0650 31.97 2601. Centre Avenue Reading, PA 19605 Jacqueline P. Turley 211 Zion Road Mt . Holly Springs, PA 17065 Sidney B. Warner 1.23 Tanglewood Lane Lancaster, PA 1,7601. Re : Estate of Robert E. Powell, Deceased Estate No. 21-13-0649 NOTICE TO PARTIES IN INTEREST The undersigned, as Attorney for Jacqueline P. Turley and Sidney B. Warner, Co-Executors of the Estate and under the Last Will and Testament of Robert E. Powell, Deceased, hereby gives notice to each of the above named persons pursuant to Rule 6. 3 of the Pennsylvania Supreme Court Orphans' Court rules as follows : SNELBAKER.8 BR-ENNEMAN, P.C. Estate of Robert E. Powell October 22, 2014 Page 2 1 . They have filed this date in the office of the Clerk of Orphans ' Court and Register of Wills of Cumberland County, Pennsylvania, at Carlisle, PA, the First and Final Account of their administration as such Executors, together with a Statement of Proposed Distribution and Petition for Adjudication, true copies of which are enclosed herewith. 2 . Said Account and Statement will be presented to a judge of the Orphans ' Court Division of the Cumberland County Court of Common Pleas at the Cumberland County Court House, 1 Court House Square, Carlisle, PA 13013, on November 25, 2014 at 9 : 30 o ' clock A.M. , prevailing time, at which time said Account will be confirmed and distribution ordered in accordance with said Statement of Proposed Distribution unless written objections are filed prior thereto. 3 . You have the right to file written objections to said Account and Statement prior to the confirmation as scheduled above. Very truly yours, Keith 0. Brenneman KOB : sks Enclosures 19 IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PA. ORPHANS'COURT DIVISION FILE NO: 21-13-0649 FIRST AND FINAL ACCOUNT OF Jacqueline P. Turley and Sidney B. Warner, Co-Executors For ESTATE OF ROBERT E. POWELL Social Security#: Tax ID#: 46-6818580 Date of Death: June 1, 2013 Date of Incapacity, if any: None Date of Executors Appointment: June 10, 2013 Date of First Complete Advertisement: June 28, 2013 Accounting for the period: June 1, 2013 September 26, 2014 Purpose of Account: Jacqueline P. Turley& Sidney B. Warner, Co-Executors, offers this Account to acquaint interested parties with the transactions that have occurred during their Administration. It is important that the Account be carefully examined. 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 c7 M C= p C7 C'J GC> 7 M1 C7 C� y,. r- N F 2 - MrV ) " _O { C) ~" <'-, LAW OFFICES CO f— M SNELBAKER& BRENNEMAN, P.C. %9' cn Page 1 SUMMARY OF ACCOUNT PRK4C3l9\L PAGE Receipts 3 $23f51.38 Net Gain onSales cvDisposition 3 0.00 a 23.651.38 Less Disbursements: Debts ofDecedent 3 o 9W03 Funeral Expenses 3 499,00 Administration Expenses 3 2.139.13 Family Exemption , 4 0.00 Federal, State& Local Taxes 4 4.239.22 Fees and Commissions 4 4037.30 11813.88 Balance before Distributions $ 11.73770 Distributions toBeneficiaries 4 317800 Principal Balance onHand $ 8.55970 For Information: Investments Made 5 $0.00 Changes inHoldings 5 $0.00 INCOME Receipts 5 o 1.40 Less Disbursements 5 0.00 Balance before Distributions $ 1.49 Distributions to Beneficiaries 5 0,00 Income Balance onHand $ 1.49 COMBINED BALANCE ON HAND Listing nfunpaid creditors: 8 � Persons interest inthe Distribution ofEstate G Proposed Statement ofDistribution 7 Affidavit/Verification D&Q LAW OFFICES SmsLB^,sRm^ BnswwsmAw. F�C. Page PRINCIPAL RECEIPTS Assets Listed on Inventory per copy of attached: $5,762.87 (Valued as of Date of Death) ADJUSTMENTS TO INVENTORY Increased value of common stock upon audit 0 of Federal Estate Tax Return SUBSEQUENT RECEIPTS 6/24/2013 Jacqueline P. Turley, proceeds from checking and savings 17,847.60 accounts held jointly with the decedent at PNC Bank, N.A. 8/12/2013 Nationwide Insurance, refund on auto policy 4.51 6/24/2014 Senior Health Insurance Program, insurance refund 22.30 8/19/2014 Commonwealth of Pennsylvania, refund on Inheritance Tax 14.10 TOTAL PRINCIPAL RECEIPTS $23,651.38 PRINCIPAL GAINS OR LOSSES ON SALES OR OTHER DISPOSITIONS None $0.00 NET GAIN/LOSS TRANSFERRED TO SUMMARY $0.00 DISBURSEMENTS OF PRINCIPAL DEBTS OF DECEDENT 7/17/2013 Century Link, phone service $ 61.73 7/22/2013 Nationwide Insurance, homeowners& auto insurance 157.75 8/3/2013 Comfort Keepers, nursing care 779.55 $ 999.03 FUNERALEXPENSES 6/25/2013 Cumberland Valley Memorial Gardens, inscription $ 499.00 on grave marker $ 499.00 ADMINISTRATION EXPENSES 6/24/2013 Diversified Appraisal Services, appraisal fee $ 350.00 8/3/2014 Jacqueline Turley, reimburse for trash bags/dumpsters 63.50 to clean house 8/3/2013 South Middleton Township Municipal Authority, water 91.56 and trash service 9/14/2013 Sidney B. Warner, reimburse for trash bags/dumpsters 628.50 to clean house 10/26/2013 Jacqueline Turley& Sidney Warner, pickup charge for ai 332.00 The following items are to be paid upon confirmation of the Accounting: Snelbaker& Brenneman, P.C., costs advanced: 410.39 a. Register of Wills, probate fee 163.50 b. Cumberland Law Journal, 75.00 advertising Executors' Notice c. Patriot News, advertising 171.89 Executors' Notice LAW OFFICES **** Reserve for filing fee for Accounting and 263.18 SNELBAKER& certified mail cost BRENNEMAN, P.C. $ 2,139.13 Page 3 FAMILY EXEMPTION None $0.00 $0.00 FEDERAL, STATE & LOCAL TAXES 8/26/2013 Register of Wills,Agent, estimated Inheritance $ 2,500.00 Tax payment 2/25/2014 Register of Wills, Agent, PA Inheritance Tax 1,739.22 $ 4,239.22 FEES AND COMMISSIONS 11/19/2013 Rowe's Auction, commission &expenses on sale 985.55 of household goods The following items are to be paid upon confirmation of the Accounting: Snelbaker& Brenneman, P.C., attorney services 3,051.75 4,037.30 TOTAL DISBURSEMENTS OF PRINCIPAL $ 11,913.68 DISTRIBUTIONS OF PRINCIPAL TO BENEFICIARIES TO: Douglas Bradley a. 1984 GMC Suburban $ 2,178.00 $ 2,178.00 Bequest per Item number 7 under the Memorandum attached to the Will TO: Gabrielle E. Musket a. Framed picture of a train and 1,000.00 1,000.00 a framed lithograph depicting Engine 959. ' Note: This item is being retained In-Kind in lieu of the bequest under Item 4A of Will which reads: "I give my granddaughter Gabrielle E. Musket, One Thousand ($1,000.00) dollars. TOTAL DISTRIBUTIONS OF PRINCIPAL TO BENEFICIARIES $ 3,178.00 PRINCIPAL BALANCE ON HAND FIDUCIARY VALUE AT ACQUISITION 9/26/2014 VALUE Auto $0.00 $ 2,178.00 Framed Pictures 0.00 1,000.00 Cash 12,286.51 2,584.87 Less items to be paid at confirmation of the -3,725.32 Accounting as listed on pages 3 &4 LAW OFFICES TOTAL PRINCIPAL BALANCE ON HAND $ 8,561.19 $ 5,762.87 SNELBAKER& BRENNEMAN, P.G. Page 4 INFORMATION SCHEDULES PRINCIPAL INVESTMENTS MADE None $0.00 TOTAL PRINCIPAL INVESTMENTS MADE $0.00 CHANGES IN PRINCIPAL HOLDINGS None $0.00 $0.00 RECEIPTS OF INCOME 8/19/2014 PNC Bank, interest on estate checking account $ 1.49 TOTAL RECEIPTS OF INCOME $ 1.49 DISBURSEMENTS OF INCOME None $0.00 TOTAL DISBURSEMENTS OF INCOME $0.00 DISBURSEMENTS OF INCOME TO BENEFICIARIES None $0.00 TOTAL DISBURSEMENTS OF INCOME TO BENEFICIARIES $0.00 LAW OFFICES SNELBAKER BRENNEMAN, P.C. Page 5 * UNPAID CREDITORS: NONE ** PERSONS INTERESTED IN DISTRIBUTION OF ESTATE: 1. Jacqueline P. Turley 211 Zion Road Mt. Holly Springs, PA 17065 2. Sidney B. Warner 123 Tanglewood Lane Lancaster, PA 17601 3. Adrienne R. Bohn 1346 W. Wyomissing Boulevard West Lawn, PA 19609 4. Michael Turley 230 N. Old Stonehouse Road Carlisle, PA 17015 5. Melissa Turley 230 N. Old Stonehouse Road Carlisle, PA 17015 6. Douglas Bradley 88 Cedar Street Mt. Holly Springs, PA 17065 7. Gabrielle E. Musket 104 Octagon Avenue Sinking Springs, PA 19608 8. Paul H. Herbein, Esquire Attorney for Gabrielle Musket 2601 Centre Avenue Reading, PA 19605 LAW OFFICES SNELBAKER& BRENNEMAN, P.C. Page 6 PROPOSED DISTRIBUTION TO BENEFICIARIES Jacqueline P. Turley& Sidney B. Warner, Co-Executors and Accountants herein, proposed to distribute the balance of the Estate of Robert E. Powell, Deceased, to wit: $8,561.19 in accordance with the Last Will and Testament of said Decedent as follows: 1. Adrienne R. Bohn $ 1,000.00 Bequest per Item 46 of Will 1,000.00 2. Melissa Turley $ 1,000.00 Bequest per Item 4C of Will 1,000.00 3. Michael Turley $ 1,000.00 Bequest per Item 4Dof Will 1,000.00 4. Jacqueline A. Turley $ 2,780.60 50% of residue per Item 4F of Will 2,780.60 5. Sidney B. Warner $ 2,780.59 50%of residue per Item 4F of Will 2,780.59 TOTAL DISTRIBUTION: $ 8,561.19 LAW OFFICES SNELBAKER& BRENNEMAN, P.C. Page 7 AFFIDAVIT VERIFICATION Jacqueline P. Turley, Co-Executor under the Last Will and Testament of ROBERT E. POWELL, Deceased hereby declares under oath that she has fully and faithfully discharged the duties of her office;that the foregoing First and Final Account is true and correct and fully discloses all significant transactions occurring during the accounting period; and all known claims against the Estate have been paid in full;to her knowledge,there are no claims outstanding against the Estate;that all taxes presently due from the Estate have been paid; and that the grant of Letters Testamentary and the first complete advertisement thereof occurred more than four months before the filing of the foregoing First and Final Account. This statement is made subject to penalties of 18 pa. C.S.A. Section 4904 relating to unsworn falsification to authorities. Jacqueline P. Turley, Executor Dated: Subscribed and sworn to by JACQUELINE P TURLEY, before me thisf day of >2014 Notary PbbTic COMMONWEALTH OF PENNSYLVANIA Notarial Seal Sandra K.Showers,Notary public LMechallicsi)urg Om,Cumberland county C)u 6 OIJ My'1k',1MM1W0h e S —0111ft NOV.22 201S MEMO LAW OFFICES SNELBAKER& BRENNEMAN, P.C. Page 8 AFFIDAVIT VERIFICATION Sidney B. Warner, Co-Executor under the Last Will and Testament of ROBERT E. POWELL, Deceased hereby declares under oath that he has fully and faithfully discharged the duties of his office; that the foregoing First and Final Account is true and correct and fully discloses all significant transactions occurring during the accounting period; and all known claims against the Estate have been paid in full;to his knowledge, there are no claims outstanding against the Estate;that all taxes presently due from the Estate have been paid; and that the grant of Letters Testamentary and the first complete advertisement thereof occurred more than four months before the filing of the.foregoing First and Final Account. This statement is made subject to penalties of 18 pa. C.S.A. Section 4904 relating to unsworn falsification to authorities. 1), SU SrB. \rVamer, Co-Executor Dated: 10 -71 - 141 Subscribed and sworn to by SID EY B. WARN!FR, before e this day ofg-J--0-6er,2014 Notary Pub1iEVMMWMAUMCWPW0A-ffiXJW MOTAPAAL SEAL JAMES R.LEONAM,JR.,Notary Pd& CRY of Lancaster,Lancaster County. Conarnlu-Ion Expim timber 28,2DIJ LAW OFFICES SNELBAKER& BRENNEMAN, P.C. Page 9 uul—o y INVENTORY REGISTER OF WILLS OF Cumberland cowry, PENNSYLVANIA COMIMONWEALITI Ol"PENNSYLVANIA ) .1- COUNTY Or Cumberland f SS File Number 21-13-0649 Jacqueline 11. Turley and Sidney B. Warner, Co—Executors Personal Representative(s) of the Estate of Robert E.Powell deceased,depose(s)and say(s)that the items appearing in the following inventory include all of the personal assets wherever situate and all of the real estate in the Commonwealth of Pennsylvania of said Decedent,that the valuation placed opposite each item of said inventory represents its fair value as of the date of the decedent's death, and that Decedent owned no real estate Outside Of the Commonwealth of Pennsylvania except that which appears in a memorandum at the end o-J"this inventory. I verify that the statements made in this Inven- tory are true and correct. I understand that false state )Jacqu' eline P. Turley /1'iAfty 13. Warner Merits herein arc trade subject to the penalties of ,, t-/ I 18 Pa.C.S. § 4904 relating to unsworn falsification to 211 Zion Road 1!�� Tanglewood Lane Mt. Holly Springs, PA 17065 Lancaster, PA 17601 authorities. Attorney -- {Name) Keith O. Brenneman (Supreme Court J.D. No.) 47077 (Address) Snelbaker&Brenneman, P.C.,44 West Main Street,Mechanicsburg,PA 17055 (Telephone) 717-697-8528 DATE OF DEATH LAST RESIDENCEDECEDENT'S SOC.SEC.NO. 06/01/2013 221 Zion Road, South Middleton Twp.,Mt.Holly Springs FIGURES MUST BE TOTALED 1. 1984 GMC Suburban,appraised value 2,178.00 2. Conicast,refund due the decedent 9,90: 3. Framed picture ofa train and a framed lithograph depicting Engine 959 1,000.00 4. Household goods,sold it public auction 2,573.00' 5. Refund due the decedent 1.97 W CD (Attach adtfitionalsheets as nee&nf) TOTAL: 5,762.87 NOTE: The Memorandum of real estate outside: the Commonwealth of Pennsylvalli"I may. at the election of the personal representative include the VaILIC Of CilCII klll.but such figures should not be extended into the total of die ljivcniory, (Sec 20 Pa C.& 1C3.301th)) I") 1,0/'