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Home My WebLink About11-18-14 (3) FAMILY SETTLEMENT AGREEMENT-ALICE B. FETTERMAN ESTATE THIS AGREEMENT by and between the following persons CAROL ELAINE CUSTER STEPHEN DAVID FETTERMAN individually and CAROL ELAINE CUSTER, EXECUTOR of the Estate of ALICE B. FETTERMAN , Deceased, of Cumberland County, Pennsylvania. WHEREAS, ALICE B. FETTERMAN , who resided at 4 Hearthstone Ct., Mechanicsbur�, PA 17050, died on September 7, 2013 having left a Last Will and Testament dated March 22, 2007; and WHEREAS, CAROL ELAINE CUSTER has been duly appointed as EXECUTOR of,t.l}e Estate of ALICE B. FETTERMAN, Deceased; and � �--� -' %� � o i-� � :u =�-="- �� WHEREAS, the Parties in interest under the Will dated March 22, 2007 of `";' �� , c �_, � ALICE B. FETTERMAN Deceased, are: � � �—' � . , ;-- � � •� � CAROL ELAINE CUSTER - �, ��=; . � � STEPHEN DAVID FETTERMAN : � � �=; , ___ _ y...a � �r7 _� ..._ WHEREAS, each of the parties to this Agreement has been furnished with a complete l��ng�=`' �' of the estate assets, receipts and disbursements as set forth on the Estate Inventory as attached hereto and marked as Exhibit"A"; and the Informal Accounting as attached hereto and marked as Exhibit"B"; and WHEREAS, it is the desire of the parties to this Agreement that final distribution of this estate be accomplished without a formal accounting to the Court of Common Pleas of Cumberland County, Pennsylvania, Orphans' Court Division, it being the desire of the parties to avoid the expense, delay and publicity of a formal accounting; and WHEREAS, the parties to this Agreement each acknowledge and agree to the proposed Schedule of Distribution as shown in Section 5. of the attached Informal Accounting ; and NOW, THEREFORE, WITNESSETH, in consideration of the mutual promises, covenants and agreements recited herein the parties do agree as follows: 1. Each of the parties to this Agreement does hereby release and forever discharge CAROL ELAINE CUSTER, EXECUTOR, from any and all liability which may from time to time arise in connection with her service as EXECUTOR of the Estate of ALICE B. FETTERMAN, Deceased. The parties do further agree to indemnify and hold harmless said CAROL ELAINE CUSTER, EXECUTOR, from any and all liability which may arise against the estate from creditors or other claimants. � 2. Each party to this Agreement acknowledges that this Agreement shall be indexed and recorded in the estate proceedings and that the terms hereof shall be binding upon their respective heirs, successors, administrators, and assigns. 3. This Agreement can be executed in counterparts. 4. This Agreement shall be governed by the laws of the Commonwealth of Pennsylvania. Dated at Mechanicsburg, Pennsylvania this�day of �/�1�� , 2014. ��Z�L'��c'�� t�2 �c��c�-��- CAROL ELAINE CUSTER, EXECUTOR NOTARIZATION: On this.�.l.�day of./.�.��2014, before me personally appeared the aforesaid declarant and principal, to me known to be the person described in and who executed the foregoing instrument and acknowledged that he executed the same as his free act and deed. IN WITNESS WHEREOF, I have hereunto set my hand and affixed my official seal in the County of Cumberland, Commonwealth of Pennsylvania the day and year first above written. ... .............�.�.:��.�.�.�....u�.-............. Notary Public COMMONWEALTH OF PENNSYLVANIA NOTARIAL SEAL Michael C.Giordano,Notary Public Mechanicsburg Boro,Cumberland County My Commission Expires January 12,2018 ��_ � . �'�'----�� STEPHEN DAVID FETTERMAN NOTARIZATION: On this..��day of��:, 2014, before me personally appeared the afaresaid declarant and principal, to me known to be the person described in and who executed the foregoing instrument and acknowledged that he executed the same as his free act and deed. IN WITNESS WHEREOF, I have hereunto set my hand and affixed my official seal in the County of Cumberland, Commonwealth of Pennsylvania the day and year first above written. ` �; C- ��- Notary Public COMMONWEAITH Of PENNSYLVANiA NOTAR{AL SEAL Michael C. Giordano, Notary Pubtic Mechanicsburg Boro,Cumberland County My Commission Expires January 12.2016 EXHIBIT "A" INVENTORY REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYLVANIA COMMONWEALTH OF PENNSYLVANIA courvn oF Cumberland } ss File Number 21 - 13 -01050 Carol E. Custer Personal Representative(s)of the Estate of Fetterman,AIIC@ B 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 decedenYs death, and that Decedent owned no real estate outside of the Commonwealth of Pennsylvania except that which appears in a memorandum at the end of this inventory. I verify that the statements made in this Inven- tory are true and correct. I understand that false state- � Carol E. Custer ments herein are made subject to the penalties of � 18 Pa.C.S. §4904 relating to unsworn falsification to authorities. Attorney-- (Name) Michael C Giordano (supreme coun i.�.No.� 204699 (F��) Michael C. Giordano,Attorney& Counselor at Law (Address) 221 W. Main Street Mechanicsburg, PA 17055 (Telephone) 717/745-4160 DATE OF DEATH LAST RESIDENCE 4 Hearthstone Ct DECEDENTS SOC.SEC.N0. 9/7/2013 � Mechanicsburg, PA 17050 FIGURES MUST BE TOTALED Personal Propertv Goldman Sachs Group(CUSIP 38141 EY78) MEDIUM-TERM NOTES;6.00%due 15,225.00 2041;15,000 face value Franklin Strategic Income(CUSIP FRSTX) Edward Jones Account# 16.854.20 27012276 1630 units at 10.34 Franklin Total Return (CUSIP FKBAX) Edward Jones Account# 24,630.17 27012276 2521 units at 9.77 (Attach additional sheets if necessary) Total Personal Property and Real Estate $805,837.91 INVENTORY (continued) REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYLVANIA COMMONWEALTH OF PENNSYLVANIA coutvn oF Cumberland } ss File Number 21 -13 -01050 DATE OF DEATH LAST RESIDENCE 4 Hearthstone Ct DECEDENT'S SOC.SEC.N0. 9/7/2013 Mechanicsburg, PA 17050 Franklin US Gov't. (CUSIP FISAX) Edward Jones Account# 6,749.28 27012276 774 units at 8.72 Templeton Foreign FU (CUSIP TEMFX) Edward Jones Account# 2,661.12 27012276 336 units at 7.92 Amerigas Partners LP (CUSIP APU) Edward Jones Account# 4,230.00 27012276 100 unuts at 42.30 Oneok Partners LP (CUSIP OKS) Edward Jones Account# 51,020.00 27012276 1000 units at 51.02 Terra Nitorgen Co LP (CUSIP TNH) Edward Jones Account# 91,453.50 27012276 450 units at 203.23 T. Rowe Price Short Term Bond (CUSIP PRWBX) Edw Jones Account# 12,625.57 27015680 2646.871 units at 4.77 WR Advisors Science 8�Technology A Waddell � Reed Account# 6.412.32 281378 438 units at$14.64 Franklin Equity Income(CUSIP FISEX) Edward Jones Account# 8,933.76 27012276 432 units at 20.68 Franklin Low Duration (CUSIP FLDAX) Edward Jones Account# 4,444.00 27012276 440 units at 10.10 2 INVENTORY (continued) REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYLVANIA COMMONWEALTH OF PENNSYLVANIA courvn oF Cumberland } ss File Number 21 -13 -01050 DATE OF DEATH LAST RESIDENCE 4 Hearthstone Ct DECEDENT'S SOC.SEC.NO. 9/7/2013 Mechanicsburg, PA 17050 Franklin Rising Dividend (CUSIP FRDPX) Edward Jones Account# 9,537.98 27012276 214 units at 44.57 Franklin Mutual Shares (CUSIP TESIX) Edward Jones Account# 6,000.70 27012276 230 units at 26.09 DWS Rreef RI Est Secs CI Income(CUSIP RRRRX) Edw Jones Account# 4,333.06 27015680 210.037 units at 20.63 Eaton Vance Income Fund Boston (CUSIP EIBIX) Edw Jones Account# 8,211.48 27015680 1387.075 units at 5.92 Franklin Total Return (CUSIP FBDAX) Edward Jones Account# 17,967.39 27015680 1835.28 units at 9.79 John Hancock Glbl Shhd YI (CUSIP JGYIX) Edward Jones Account# 9,590.14 27015680 863.977 units at 11.10 JP Morgan Core Bond (CUSIP WOBDX) Edward Jones Account# 15,274.27 27015680 1330.511 units at 11.48 MFS Massachusetts Inv Tru (CUSIP MITIX) Edward Jones Account# 5,221.98 27015680 212.103 units at 24.62 Nationwide mutual Fds New Ge(CUSIP NWHVX) Edw Jones Account# 3,599.87 27015680 128.521 units at 28.01 3 INVENTORY (continued) REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYLVANIA COMMONWEALTH OF PENNSYLVANIA couNrY oF Cumberland } ss File Number 21 -13 -01050 DATE OF DEATH LAST RESIDENCE 4 Hearthstone Ct DECEDENT'S SOC.SEC.N0. 9/7/2013 Mechanicsburg, PA 17050 Pioneer Bond Fund (CUSIP PICYX) Edward Jones Account# 7,622.99 27015680 807.520 units at 9.44 Rainier Large Cap Equity(CUSIP RAIEX) Edward Jones Account# 6,809.79 27015680 220.882 units at 30.83 Baird Aggregate Fund (BAGIX) Edward Jones Account# 8,941.26 27015680 866.401 units at 10.32 Allianzgi Nfj Dividend CI Inst(CUSIP NFJEX) Edward Jones Account# 5,252.11 27015680 358.261 units at 14.66 Altagas Income Ltd. Stock(ATGFF) 17,030.00 500 shares at 34.06 per share BP PLC Sponsored ADR(BP) 4,307.46 103 shares at 41.82 Gladstone capital GR(GLAD) 8,250.00 1000 shares at 8.25 Realty Income Corp. 19,705.00 500 shares at 39.41 Pfizer Stock with Computershare A/C#C0001255339 46,645.50 1650 shares at 28.28 4 INVENTORY (continued) REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYLVANIA COMMONWEALTH OF PENNSYLVANIA couNn oF Cumberland } ss File Number 21 - 13 -01050 DATE OF DEATH LAST RESIDENCE 4 Hearthstone Ct DECEDENTS SOC.SEC.N0. 9/7/2013 Mechanicsburg, PA 17050 AT&T Stock with Computershare A/C#C1003431491 2,574.88 77 shares at 33.41 Mutual Global Discovery (CUSIP TEDIX) Edward Jones Account# 11,164.65 27012276 343 units at 32.55 Templeton Global Bond (CUSIP TPINX) Edward Jones Account# 16,627.54 27012276 1297 units at 12.82 American Century Div BD Ins (CUSIP ACBPX) Edward Jones Account# 10,212.99 27015680 968.056 units at 10.55 Credit Suisse Comm Ret Str(CUSIP CRSOX) Edward Jones Account# 4,250.98 27015680 567.554 units at 7.49 Dodge 8� Cox Income(CUSIP DODIX) Edward Jones Account# 7,789.79 27015680 580.894 units at 13.41 Scout International (CUSIP UMBWX) Edward Jones Account# 9,706.98 27015680 281.525 units at 34.48 T. Rowe Price Equity Income(CUSIP PRFDX) Edward Jones Account# 8,354.19 27015680 271.152 units at 30.81 T. Rowe Price Intl Bd (CUSIP RPIBX) Edward Jones Account# 7,300.94 27015680 782.523 units at 9.33 5 INVENTORY (continued) REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYLVANIA COMMONWEALTH OF PENNSYLVANIA couNn oF Cumberland } ss File Number 21 -13 -01050 DATE OF DEATH LAST RESIDENCE 4 Hearthstone Ct DECEDENTS SOC.SEC.NO. 9/7/2013 Mechanicsburg, PA 17050 Cash 5,005.42 Edward Jones Account#27015680 Money Market 2,701.13 Metro Bank Savings Account#626674402 22,764.30 Metro Bank Checking Account#537133431 31,548.92 Fulton Bank Checking Account#3622-22923 21,604.95 2001 Buick LeSabre Custon Sedan 4Dr (fair condition) 4,492.00 100 Ounce Silver Bar at 18.80 1,880.00 Home furnishings (sold at auction) 818.35 Total Personal Property 618,337.91 Real Estate 4 Hearthstone Ct., Mechanicsburg, PA 17050 187,500.00 Total Real Estate 187,500.00 6 EXHIBIT "6" In the Court of Gommc�n Pleas of Cumberland County, Pennsylvania Orphans' Court Division -------------------------------------------------------------------------------------------- REPORT AND INFORMAL ACCOUNT IN SETTLEMENT OF ESTATE Estate of ALICE B. FETTERMAN, Deceased. File No. 2113-1050 -------------------------------------------------------------------------------------------- The undersigned, authorized by this court to act as the Administrator of the above entitled estate, reports and accounts as follows: 1. There has come into my possession the following personal property of the deceased, which has been converted into cash in the amounts indicated on Schedules B and E attached. Total value of personal propertv and cash: $ 618,337.91 2. There has come into my possession the following real property of the deceased, which has been converted into cash in the amount indicated: 4 Hearthstone Ct. Mechanicsburg PA 17050 $ 187,500.00 Total value of real propertv: $ 187,500.00 Total value of personal propertv, cash and real propertv: $ 805,837.91 3. All of this real and personal property has been converted to cash and disbursed or distributed as indicated on Schedules H and I attached. Total value of cash disbursed or to be disbursed for expenses: $ 77,496.40 4. Inheritance Tax: The Inheritance Tax owed on the Estate is $40,529.61 as shown on the Inheritance Tax form to be filed with the Cumberland County Register of Wills with this Informal Accounting and the Family Settlement Agreement. 5. Schedule of Distribution: The net value of the estate less Inheritance taxes will be distributed to the following persons (one-half each) as follows: CAROL ELAINE CUSTER STEPHEN DAVID FETTERMAN Dated this �� day of ��G��`� , 2014 �1,�� C��.G�iL; ��C?C`.Ct�L CAROL ELAINE CUSTER, Executor COMMONWEALTH OF PENNSYLVANIA ) ) ss.: COUNTY OF CUMBERLAND ) CAROL ELAINE CUSTER, as Executor of the Estate of ALICE B. FETTERMAN, being duly sworn, deposes and says: I have read the foregoing Report and Account and know the contents thereof; the matters and things therein �tated are true of my own knowledge; the foregoing Account is in all respects just and true and contains a full, particular and true account of all money and property of the deceased coming into my possession; and the administration expenses, disbursements and distribution shown have been actually made for the purposes and reasons therein stated. (.��1�°�l'ru �cc�/i. ��-�,c��c+►�' CAROL ELAINE CUSTER, Executor S rn to before me on JI !� , 2014 : �'��C' �� Notary Public COMMONWEALTH OF PENNSYLVANIA NOTARIAL SEAL Michael C.Giordano, Notary Pubtic Mechanicsburg Boro,Cumberland County My Commiasion Expires Jonuory 12,2018 REV-1503 EX+(6-98) . SCHEDULE B COMMONWEALTHOFPENNSYLVANIA STOCKS & BONDS INHERITANCE TAX RETURN RESIDENT DECEDENT FILE NUMBER ESTATE OF Fetterman, Alice B 21 - 13 -01050 All property jointly-owned with right of survivorship must be disctosed on Schedule F. ITEM DESCRIPTION UNIT VA�UE VALUE AT DATE OF NUMBER DEATH 1 Goldman Sachs Group (CUSIP 38141 EY78) MEDIUM-TERM 1015 15,225.00 NOTES;6.00% due 2041;15,000 face value 2 Franklin Strategic Income (CUSIP FRSTX) Edward Jones Account# 10.34 16,854.20 27012276 1630 units at 10.34 3 Franklin Total Return (CUSIP FKBAX) Edward Jones Account# 9.77 24,630.17 27012276 2521 units at 9.77 4 Franklin US Gov't. (CUSIP FISAX) Edward Jones Account# 8.72 6,749.28 27012276 774 units at 8.72 5 Templeton Foreign FU (CUSIP TEMFX) Edward Jones Account# 7.92 2,661.12 27012276 336 units at 7.92 6 Amerigas Partners LP (CUSIP APU) Edward Jones Account# 42.30 4,230.00 27012276 100 unuts at 42.30 7 Oneok Partners LP (CUSIP OKS) Edward Jones Account# 51.02 51,020.00 27012276 1000 units at 51.02 8 Terra Nitorgen Co LP (CUSIP TNH) Edward Jones Account# 203.23 91,453.50 27012276 450 units at 203.23 TOTAL(Also enter on line 2, Recapitulation) 527,522.84 SCHEDULE B STOCKS & BONDS COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN conti n ued RESIDENT DECEDENT FILE NUMBER ESTATE OF Fetterman, Alice B 21 - 13 -01050 All property jointly-owned with right of survivorship must be disclosed on Schedule F. ITEM DESCRIPTION UNIT VALUE VALUE AT DATE OF NUMBER DEATH 9 T. Rowe Price Short Term Bond (CUSIP PRWBX) Edw Jones Account# 4.77 12,625.57 27015680 2646.871 units at 4.77 10 WR Advisors Science&Technology A Waddell & Reed Account# 14.64 6,412.32 281378 438 units at$14.64 11 Franklin Equity Income (CUSIP FISEX) Edward Jones Account# 20.68 8,933.76 27012276 432 units at 20.68 12 Franklin Low Duration (CUSIP FLDAX) Edward Jones Account# 10.10 4,444.00 27012276 440 units at 10.10 13 Franklin Rising Dividend (CUSIP FRDPX) Edward Jones Account# 44.57 9,537.98 27012276 214 units at 44.57 14 Franklin Mutual Shares (CUSIP TESIX) Edward Jones Account# 26.09 6,000.70 27012276 230 units at 26.09 15 DWS Rreef RI Est Secs CI Income (CUSIP RRRRX) Edw Jones Account# 20.63 4,333.06 27015680 210.037 units at 20.63 16 Eaton Vance Income Fund Boston (CUSIP EIBIX) Edw Jones Account# 5.92 8,211.48 27015680 1387.075 units at 5.92 Page 2 of Schedule B SCHEDULE B STOCKS & BONDS COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN co nti n ue RESIDENT DECEDENT � FILE NUMBER ESTATE OF Fetterman, Alice B 21 - 13 -01050 All property jointly-owned with right of survivorship must be disclosed on Schedule F. ITEM DESCRIPTION UNIT VALUE VALU DEAT�HTE OF NUMBER 17 Franklin Total Return (CUSIP FBDAX) Edward Jones Account# 9.79 17,967.39 27015680 1835.28 units at 9.79 18 John Hancock Glbl Shhd YI (CUSIP JGYIX) Edward Jones Account# 11.10 9,590.14 27015680 863.977 units at 11.10 19 JP Morgan Core Bond (CUSIP WOBDX) Edward Jones Account# 11.48 15,274.27 27015680 1330.511 units at 11.48 20 MFS Massachusetts Inv Tru (CUSIP MITIX) Edward Jones Account# 24.62 5,221.98 27015680 212.103 units at 24.62 21 Nationwide mutual Fds New Ge (CUSIP NWHVX) Edw Jones Account# 28.01 3,599.87 27015680 128.521 units at 28.01 22 Pioneer Bond Fund (CUSIP PICYX) Edward Jones Account# 9.44 7,622.99 27015680 807.520 units at 9.44 23 Rainier Large Cap Equity(CUSIP RAIEX) Edward Jones Account# 30.83 6,809.79 27015680 220.882 units at 30.83 24 Baird Aggregate Fund (BAGIX) Edward Jones Account# 10.32 8,941.26 27015680 866.401 units at 10.32 Page 3 of Schedule B SCHEDULE B STOCKS & BONDS COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN co nti n u ed RESIDENT DECEDENT FILE NUMBER ESTATE OF Fetterman, Alice B 21 - 13 -01050 All property jointly-owned with right of survivorship must be disclosed on Schedule F. ITEM DESCRIPTION UNIT VALUE VALUE AT DATE OF NUMBER DEATH 25 Allianzgi Nfj Dividend CI Inst(CUSIP NFJEX) Edward Jones Account# 14.66 5,252.11 27015680 358.261 units at 14.66 26 Altagas Income Ltd. Stock (ATGFF) 34.06 17,030.00 500 shares at 34.06 per share 27 BP PLC Sponsored ADR (BP) 41.82 4,307.46 103 shares at 41.82 28 Gladstone capital GR (GLAD) 8.25 8,250.00 1000 shares at 8.25 29 Realty Income Corp. 39.41 19,705.00 500 shares at 39.41 30 Pfizer Stock with Computershare A/C#C0001255339 28.27 46,645.50 1650 shares at 28.28 31 AT&T Stock with Computershare A/C#C1003431491 33.44 2,574.88 77 shares at 33.41 32 Mutual Global Discovery(CUSIP TEDIX) Edward Jones Account# 32.55 11,164.65 27012276 343 units at 32.55 33 Templeton Global Bond (CUSIP TPINX) Edward Jones Account# 12.82 16,627.54 27012276 1297 units at 12.82 Page 4 of Schedule B SCHEDULE B STOCKS & BONDS COMMONWEALTH OF PENNSYLVANIA � INHERITANCE TAX RETURN co nti n u ed RESIDENT DECEDENT FILE NUMBER ESTATE OF Fetterman, Alice B 21 - 13-01050 All property jointly-owned with right of survivorship must be disclosed on Schedule F. ITEM DESCRIPTION UNIT VALUE VALUE AT DATE OF NUMBER DEATH 34 American Century Div BD Ins (CUSIP ACBPX) Edward Jones Account# 10.55 10,212.99 27015680 968.056 units at 10.55 35 Credit Suisse Comm Ret Str(CUSIP CRSOX) Edward Jones Account# 7.49 4,250.98 27015680 567.554 units at 7.49 36 Dodge&Cox Income (CUSIP DODIX) Edward Jones Account# 13.41 7,789.79 27015680 580.894 units at 13.41 37 Scout International (CUSIP UMBWX) Edward Jones Account# 34.48 9,706.98 27015680 281.525 units at 34.48 38 T. Rowe Price Equity Income (CUSIP PRFDX) Edward Jones Account# 30.81 8,354.19 27015680 271.152 units at 30.81 39 T. Rowe Price Intl Bd (CUSIP RPIBX) Edward Jones Account# 9.33 7,300.94 27015680 782.523 units at 9.33 Page 5 of Schedule B Rev-1508 EX+(�t-10) ��'�� ,�� pennsylvania SCHEDULE E DEPARTMENTOFREVENUE CASH BANK DEPOSITS AND MISC. INHERITANCE TAX RETURN � RESIDENTOECEDENT PERSONAL PROPERTY FILE NUMBER ESTATE OF Fetterman, Alice B 21 - 13 -01050 Include the proceeds of litigation and the date the proceeds were received by the estate.All property jointly-owned with the right of survivorship must be disclosed on schedule F. ITEM VALUE AT DATE OF NUMBER DESCRIPTION DEATH 1 Cash 5,005.42 2 Edward Jones Account#27015680 Money Market 2,701.13 3 Metro Bank Savings Account#626674402 22,764.30 4 Metro Bank Checking Account#537133431 31,548.92 5 Fulton Bank Checking Account#3622-22923 21,604.95 6 2001 Buick LeSabre Custon Sedan 4Dr (fair condition) 4,492.00 7 100 Ounce Silver Bar at 18.80 1,880.00 8 Home furnishings (sold at auction) 818.35 TOTAL(Also enter on Line 5, Recapitulation) 90,815.07 REV-1617 EX+(10-09) t . �, �;:3� pennsylvania ��H DEPARTMENT OF REVENUE ��S'�D R SEDENT DECEDE TTURN A�AI��A�� PVJ1111 I fVy FILE NUMBER ESTATE OF Fetterman, Alice B 21 - 13 -01050 Decedent's debts must be reported on Schedule I. ITEM DESCRIPTION AMOUNT NUMBER FUNERAL EXPENSES: A. 1 Musselman Funeral Home and Cremation Services-- Professional Services 5,495.00 2 Musselman Funeral Home and Cremation Services--Casket 1,750.00 3 Musselman Funeral Home and Cremation Services-- Death certificates 180.00 4 Obituaries--The Patriot News ($280.62) and Lancaster News ($322.00) 602.62 5 Royers-- Funeral Flowers ($474.86); Funeral meal ($70.00); Pastor Honorariums 634.86 ($90.00) B. ADMINISTRATIVE COSTS: 1. Personal Representative's Commissions Name of Personal Representative(s) Street Address City State Zip Year(s)Commission Paid 2. Attorney's Fees Michael C. Giordano, Attorney& Counselor at Law 16,318.75 3. Family Exemption: (If decedenPs address is not the same as claimanYs,attach explanation) Claimant Street Address City State Zip Relationship of Claimant to Decedent 4. Probate Fees Cumberland County Register of Wilis 763.50 5. AccountanYs Fees 6. Tax Return Preparer's Fees Phil Trostle 717-334-6728 2,500.00 7. Other Administrative Costs $ The Patriot News Publication of Estate 127.38 See attached 46,124.51 TOTAL(Also enter on line 9, Recapitulation) 74,496.62 Schedule H Funeral E�er�ses& COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN �4dministrative Costs cor�tinued RESIDENT DECEDENT ESTATE OF Fetterman, Alice B FILE NUMBER 21 - 13-01050 9 Cumberland Law Journal Publication of Estate 75.00 �o ppL for decedent's residence at 4 Hearthstone Ct, Mechanicsburg 1,667.07 �� School and Municipal Property Taxes on decedent's residence at 661.54 4 Hearthstone Ct, Mechanicsburg (net after ciosing adjustments @ sale) 1z School Property Taxes on Sullivan County Undeveloped Land 775.12 13 Penn Waste for decedent's residence at 4 Hearthstone Ct, Mechanicsburg 162.62 14 United Water for decedent's residence at 4 Hearthstone Ct, Mechanicsburg 290.65 15 Foremost Insurance-- Property Homeowners Insurance on Decedent's Residence 1,416.00 �s Property Taxes and other expenses on Orlando Vacation Property 2,376.41 » Silver Spring Sewer charges on DecedenYs residence 512.86 18 Alpha Home Inspection in contemplation of sale of Decedent's residence 400.00 �s Property maintenance on Decedent's residence prior to sale 1,003.14 Zo Estate account bank charges 54.75 21 Net closing costs on sale of 4 Hearthstone Ct, Mechanicsburg 13,223.44 (not including property tax adjustments) 22 Servpro Cleaning of decedenYs residence prior to sale 804.84 23 Painting of decedenYs residence prior to sale 1,200.00 24 BBEC Electrician for decedent's home prior to sale 77.97 25 William Kenny, Inc. -- First payment to replace roof on decedent's residence prior to 7,374.00 sale 26 Storage Space Rental (6 months) 450.00 Page 2 of Schedule H J • - Schedule H Funeral E�enses& COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN A,dminisfiativ�e Costs continuecf RESIDENT DECEDENT ESTATE OF Fetterman, Alice B FILE NUMBER 21 - 13 -01050 Z� Sunshine Quality Cleaning for home prior to sale 208.82 2S U-Haul to clean out decedenYs residence prior to sale 146.67 29 Screen porch repair of decedenYs residence prior to sale 49.78 3o Tioga Cty recording fees 56.00 31 Lawn and garden on decedenYs home -- maintenance and cutting 625.00 32 Safety deposit box fee-- Metro Bank 230.00 33 Penn Dot for decedenYs vehicle title 51.00 3a Home Serve Home Warranty Service on decedenYs residence 125.88 35 Garage rental 300.00 3s Commonwealth Code Inspection Service to inspect electrical panel of decedent's 60.00 residence prior to sale 37 PH Zimmerman Plumbing for decedenYs residence prior to sale 731.00 38 William Kenny, Inc. --remainder of balance for replacement of roof and other 10,843.00 miscellaneous repairs on decedent's home in preparation for sale 39 Moving van to empty decedent's home prior to sale 171.95 Page 3 of Schedule H Rev-1512 EX+(12-08) s��j�,��r� pennsylvania SCHEDULE I �i^^.' DEPARTMENTOFREVENUE DEBTS OF DECEDENT MORTGAGE 1 INHERITANCE TAX RETURN f RESIDENTDECEDENT LIABILITIES & LIENS FILE NUMBER ESTATE OF Fetterman, Alice B 21 - 13-01050 Report debts incurred by the decedent prior to death that remained unpaid at the date of death, including unreimbursed medical expenses. �TEM DESCRIPTION AMOUNT NUMBER 1 East Pennsboro Ambulance Services 150.00 2 Dr. Michael Lupinacci, MD 32.90 3 Holy Spirit Hospital 233.70 4 Golden Living Center 2,275.00 5 Verizon 89.18 6 PA Dept. of Revenue (2013 PA-V) paid on 06/11/2014 94.00 7 Metro Bank Safety Deposit Box Fee 115.00 8 Pinnacle Health Hospital Lab work 10.00 TOTAL(Also enter on Line 10, Recapitulation) 2,999.78