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HomeMy WebLinkAbout12-01-14 5 13U 21 Orb DECEDENT'S ESTATE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA ORPHANS' COURT DIVISION ry ESTATE OF RUTH L. HOFFMANDECEASEa o rn ' exa 0 rr1 G� No. 21-14-0176 ni M PETITION FOR ADJUDICATION/ ` a .' i 'v m STATEMENT OF PROPOSED DISTRIBUTION PURSUANT TO Pa. O.C. Rule 6.9 i This form may be used in all cases involving the Audit of the Account of a Decedent's Estate. If space is insufficient, riders may be attached. Attach the spouse's election, if any; the papers required under items 8-19 inclusive; and any instrument pertinent to the adjudication. INCL UDE ATTACHMENTS AT THE BACK OF THIS FORM. Name of Counsel: William A. Duncan Supreme Court I.D.No.: 22080 Name of Law Firm: Duncan &Hartman, P.C. Address: 1 Irvine Row, Carlisle, PA 17013 Telephone: 717-29-7780 Fax: 717-249-7800 Form OC-01 rev. 10.13.06 Page 1 of 10 Estate of RUTH L. HOFFMAN ,Deceased 1. Name(s) and address(es) of Petitioner(s): Name. Joann M. Smeltzer 1524 Hilton Avenue,Dover,PA 17315 Bonnie L.Waggoner 2220 Longs Gap Road,Carlisle,PA 17013 William A.Duncan 1 Irvine Row,Carlisle,PA 17013 Identify any executors or administrators who have not joined in the Petition for Adjudication and Statement of Proposed Distribution and state reason: Is this the first accounting by this fiduciary? . . . . . . . . . . . . . . . . . . . . . 21 Yes El No If not, identify prior accountings,the accounting periods covered, and the date of adjudication of the prior accounting. 2. Decedent died on 02/07/2014 M Letters Testamentary or i_.I Letters of Administration were granted to Petitioner(s) on 02/26/2014 Date of Will (if applicable): 05/10/2011 Date(s) of Codicil(s) (if applicable): Date of probate (if different from date Letters granted): Was a bond required?E]Yes M No If yes, state amount: Are proofs of advertising of the grant of Letters attached? . . . . . . . . . R1 Yes 0 No Dates of advertising of the grant of Letters: The Sentinel -March 15, 19, 22, 2014 Cumberland Law Journal-March 28 &April 4, 11, 2014 Form OC-01 rev.10.13.06 Page 2 of 10 Estate of RUTH L. HOFFMAN , Deceased 3. Was decedent survived by a spouse? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . El Yes ✓ No If yes, name of the surviving spouse: 4. Has the surviving spouse filed to take an elective share? . . . . . . . . . . . . . D Yes 7., No (See Section 2201 et sem. of the Probate, Estates and Fiduciaries Code) If yes, date of election: 5. In the case of an intestacy, state the names of the decedent's surviving children or surviving issue of deceased children (if none, so state): 6. Did decedent marry after execution of Will or Codicil(s)? . . . . . . . . . . . Yes No Were any children born to decedent after execution of Will or Codicil(s)? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . El 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? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . [Z]Yes E] No Form OC-01 rev.10.13.06 Page 3 of 10 Estate of RUTH L HOFF'KM , 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. SEE SCHEDULE A Attachud 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 I Relationship and Comments,if any I Interest See Schedule B &C attached s Form OC-01 rev.10.13.06 Page 4 of 10 Estate of RUTH L. HOFFMAN , Deceased Ndme and Address of Each Party in Interest I Relationship and Comments,if any 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. See SCHEDULED attached C. State why a Petition for Guardian/Trustee Ad Litenz has or has not been filed for this Audit (see Pa. O.C. Rule 12.4). Trustees named and appointed in Last Will&Testament- see attached Parents of Minors given proper Notice- see Schedule C attached 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 Form OC-01 rev.10.13.06 Page 5 of 10 Estate of RUTH L. HOFFMAN ,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? DYes F11 Yes E]No Q No E]Yes El Yes ONo El No DYes Yes ONo El No E]Yes 0 Yes JNo I.1 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? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . E]Yes ✓]No Was family exemption allowed? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . E]Yes ONo Family exemption claimant's name and relationship: Name: Relationship: Form OC-01 rev.10.13.06 Page 6 of 10 Estate of RUTH L.HOFFMAN 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 04/15/2014 70,000.00 04/25/2014 20,000.00 0027/2014 18,598.36 10/30/2014 439-50 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? . . . . . . . . . . . . . . . . . . . E]Yes 0 No If yes, provide the name of the estate, indicate whether an account has been filed and confrined 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? . . . . . . . . . . . . . . . . . . D Yes EJ No 15. If Petitioner(s)has/have knowledge that a share has been assigned, renounced, disclaimed or attached, provide a copy of the assignment, renunciation, disclaimer or attachment, together with any relevant supporting documentation. Form OC-01 rev.10.113.06 Page 7 of 10 Estate of RUTH L. HOFFMAN Deceased 16. Had the decedent been adjudicated an incapacitated person? . . . . . . . . . . EJ Yes 2] No If yes, attach a copy of the Order if available; otherwise state the Court, term, number, date, and name of Hearing Judge. 17. A. List or attach a separate list of additional receipts and disbursements since the closing date of the Account. B. Has notice of the additional receipts and disbursements been given to the parties identified in Paragraph 9 above? . . . . . . . . . . . . . E]Yes ✓ No 18. If a reserve is requested, state amount and purpose. Amount. 3,000.00 Purpose. Tax Preparation; Federal and State Taxes Due; Balance of Executors' Fees and Attorney's Fees Due; and Costs Advanced 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 RE No If so, attach a copy of the notice. 19. Is the Court being asked to direct the filing of a Schedule of Distribution? . . . . . . . . . . . . . . . . . . . . . . . . . . R]Yes E]No As to real estate only? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . E]Yes ',/I No Form OC-01 'rev.10.13.06 Page 8 of 10 Estate of RUTH L. HOFFMAN , 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 Distributees) Amount/Proportion B. Principal: Proposed Distributee(s) Amount/Proportion See Schedule B attached Submitted By: (All petitioners must sign. Add additional lines if necessary): Lz� a e of Petitioner:Joann M. eltzer Name of Petitioner: Boffbift. Waggoner Name of Petitiuiier: William A. Duncan Form OC-01 rev.10.13.06 Page 9 of 10 Estate of RUTH L. HOFFMAN ,Deceased Verification of Petitioner (Verification must be by at least one petitioner.) The undersigned hereby verifies * [that heishe is title Executor of the above-named name ofcoiporation Estate of Ruth L. Hoffman 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). atureofPeti over — Joan . Smeltzer *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. �CA/V Signature of Counsel for Petitioner Form OC-01 rev.10.13.06 Page 10 of 10 Estate of RUTH L. HOFFMAN , Deceased Verification of Petitioner (Verification must be by at least one petitioner.) The undersigned hereby verifies * [that he/she is title Executor of the above-named name ofcorporation Estate of Ruth L. Hoffman 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). Signature of Petitioner"/— Bonnie L. Waggoner *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. C Signatu Counsel for Petitioner Form OC-01 rev.10.13.06 Page 10 of 10 Estate of RUTH L. HOFFMAN ,Deceased Verification of Petitioner (Verification must be by at least one petitioner.) The undersigned hereby verifies * [that he/she is title Executor of the above-named name ofcorporation Estate of Ruth L. Hoffman 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). Signature of etitioner— William A. Duncan *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-01 rev.10.13:06 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 af6resaid, 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: March 28, April 4, and April 11, 2014 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. L a Mane Coyne, E"tfor 7 SW 0 TO AND SUBSCRIBED before me this 11 dgy of April, 2014 C J Notary Hoffman,Ruth L., dec'd. Late of Carlisle, Lower Frankford Township. Executors: Joann M. smeltzer, Bonnie L. Waggoner and William A. Duncan c/o Duncan & Hart- NOTARIAL SEAL man, P.C., One Irvine Row, Car- DEBORAH A COLLINS lisle,PA 17013. Notary Public Attorney. William A. Duncan, Esquire. CARLISLE BOSOUGLi,CUMBERLAND COUNTY My Commission Expires Apr 28,2014 V. L.- Ell PROOF OF PUBLICATION State of Pennsylvania, County of Cumberland Patrick Doane,Production Director, 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): March 15, 22, and 29, 2014. COPY OF NOTICE OF PUBLICATION ESTATE.NOTICE - "1 ,tetters of_Testamentary on the Estate of RUTH L.HOFFMAN;late of Carlisle, tower Frankford Township,Cumberland County,Pennsylvania,deceased, Sdve been granted to ttie undersigned. i Affiant further deposes that he/she is not All Persohs'knowing themselves•to be indebted to said Estate will make ! interested in the subject matter of the -payment immediately,and those.having claims will present them for" ifl settlementtoc aforesaid notice or advertisement, and that Joann M.smeltzerana _ all allegations in the foregoing statement as Bonnie L.Waggoner ansl S William A.Duncan I to time, place and character of publication c/o Duncan&Hartman,P.C. One(Nine Row are true. _ 'Carlisle,PA 17013 William A.Duncan,Attorney. Sworn to and subscribed before me this Notary P lic My commission expires: COMMONWEALTH OF PENNSYLVANIA Bethany M-oH iay Seal lic Carlisle 80r0,Cumberland cou,Notary nty my commission Expires Sept 26,2015 MEMBER,PENNSYLVANIA ASSOCIA71ON OF NOTARIES IN RE: IN THE COURT OF COMMON PLEAS ESTATE OF RUTH L. HOFFMAN, DECEASED CUMBERLAND COUNTY, PA LATE OF LOWER FRANKFORD TWSHP: CUMBERLAND COUNTY, ORPHANS' COURT DIVISION PENNSYLVANIA NO.21-14-0176 NOTICE OF FILING FIRST AND FINAL ACCOUNT AND PETITION FOR ADJUDICATION/SCHEDULE OF PROPOSED DISTRIBUTION AND CALL FOR AUDIT OR CONFIRMATION NOTICE IS HEREBY GIVEN that Bonnie L. Waggoner, Joann M. Smeltzer and William A. Duncan, Executors of the Estate of Ruth L. Hoffman, deceased, has filed the First and Final Account and Petition fo Adjudication/Schedule of Proposed Distribution in the above-captioned Estate in the Office of the Clerk of the Orphans' Court in and for Cumberland County, Pennsylvania, where the same is filed as public record and may be inspected. Copies of the Account and Petition are enclosed for your information. YOUR ARE FURTHER NOTIFIED that any exceptions or objections to said Account of Petition must be filed in writing at the office of the Clerk of the Orphans' Court, Cumberland County Courthouse, Carlisle, PA 17013, aforesaid prior to the confirmation of said Account and Schedule of Proposed Distribution scheduled as set forth below. UNLESS written exceptions or objections are filed prior thereof, said Account will be presented to the Clerk of the Orphans' Court to the above-captioned Court in Court Room No. 1 (the courtroom is subject to change) of the Cumberland County Courthouse, Carlisle, Pennsylvania, at 9:30 A.M. prevailing time, on January 13, 2015, at Which time said Account wil be confirmed and distribution ordered in accordance with the Petition''for Adjudication/Schedule of Proposed Distribution. DUNCAN & HARTMAN, P.C. By. C iam A. Duncan, Esquire 1 Irvine Row Carlisle, PA 17013 (717) 249-7780 Attorney for Estate of Ruth L. Hoffman Date of Notice: 12-01-14 Page 2 NOTICES TO: Joann M. Smeftzer 1524 Hilton Avenue Dover, PA 17315 Bonnie L. Waggoner 2220 Longs Gap Road Carlisle, PA 17013 Thomas M. Shoemaker 10 Yorwick Road Carlisle, PA 17013 Sharon Young 107 Opossum Road Carlisle, PA 17015 Waggoners United Methodist Church Future Fund 1271 Longs Gap Road Carlisle, PA 17013 Friends of Possum Lake Conservatory 1205 Easy Road Carlisle, PA 17015 Linda Gorkes 1361 Worthington Court Amber, PA 19002-1562 Thomas Shoemaker, Jr. 10 Yorwick Road Carlisle, PA 17013 Tammy Shoemaker 405 Longs Gap Road Carlisle, PA 17013 Gary Balmer 3817 Durham Road Harrisburg, PA 17110 JoAnn Shoemaker 30 Yorwick Road Carlisle, PA 17013 A-2 Page 3 Diane Shoemaker 30 Yorwick Road Carlisle, PA 17013 Debra Hiddemen 205 Lincoln Strd;et, Apt. #D Duncannon, PA 17020 Charles E. Shoemaker, Jr. P.O. Box 66 Duncannon, PA 17020 Barbara Rourke 1585 Ferguson Valley Road McVeytown, PA 17051 Michelle Monismith 2210 Longs Gap Road Carlisle, PA 17013 Heather Kuhn 188 Cold Spring's Road Carlisle, PA 17015 Melissa Coldren 2100 Enola Road Carlisle, PA 17013 Jeremy Connors 709 Modern Ice Drive San Jose, CA 95112 Charles E. Shoemaker III 1060 Valley Road Marysville, PA 17053 Robert Keck, Jr: 1585 Ferguson Valley Road Mc Veytown, PA 17051 Shaun McClintock 507 Mifflin Street Huntington, PA 16652 A-3 Page 4 Ashley Ackerman 238 Lynbrook Road Springfield, PA 19064 Tammy Whitebread 1524 Hilton Avenue Dover, PA 17315 Jodi Swartz 1299 Yarmouth Lane New Cumberland, PA 17070 Caleb Lamason 405 Longs Gap Road Carlisle, PA 17013 Page 4 Jessie Marie Fry 2152 Ritner Highway Carlisle, PA 17015 Chandra Shoemaker P.O. Box 66 Duncannon, PA 17020 David Hiddemen 205 Lincoln Street, Apt. #D Duncannon, PA 17020 Zachery Lamason 445B Longs Gap Road Carlisle, PA 17013 Dakota Book 9396 Laurel Hollow Road Three Springs, PA 17264 Madison Gorkes c/o Edward & Linda Gorkes [Parents] 1361 Worthington Court Amber, PA 19002 Marisa Gorkes c/o Edward & Linda Gorkes[Parents] 1361 Worthington Court Amber, PA 19002 A-4 Callie Hinderliter c/o Susan Hinderliter 76 Partridge Circle Carlisle, PA 17013 Hunter Book c/o Rhonda Book-Knepper 9396 Laurel Hollow Road Three Springs, PA 17264 Friend - Specific Bequest of$500.00 Sharon Young 107 Opossum Road Carlisle, PA 17015 Church - Specific Bequest of $5,000.00 Waggoners United Methodist Church - Forever Fund Future Fund 1271 Longs Gap Road Carlisle, PA 17013 Other - Specific Bequest of $5,000.00 Friends of Possum Lake Conservatory 1205 Easy Road Carlisle, PA 17015 A-5 RUTH L. HOFFMAN ESTATE BIRTHDATE NAME & RELATIONSHIP HEIRS % Under 25 Years 02/14/1936 Thomas M. Shoemaker - Brother 10% 06/13/1952 Bonnie L. Waggoner - Niece 4.09% 10/24/1942 Joann Smeltzer - Niece 4.09% 02/23/1959 Linda Gorkes - Niece 4.09% 05/07/1962 Thomas Shoemaker, Jr. - Nephew 4.09% 05/06/1965 Tammy Shoemaker - Niece 4.09% 01/26/1948 Gary Balmer - Nephew 4.09% 06/18/1957 JoAnn Shoemaker - Niece 4.09% 08/04/1963 Diane Shoemaker - Niece 4.09% 08/13/1959 Debra Hiddemen - Niece 4.09% 08/28/1963 Charles E. Shoemaker, Jr.-Nephew 4.09% 11/20/1954 Barbara Rourke - Niece 4.09% 06/10/1971 Michelle Monismith - Grand Niece 2.045% 08/27/1976 Heather Kuhn - Grand Niece 2.045% 07/28/1980 Melissa Coldren - Grand Niece 2.045% 12/03/1976 Jeremy Connors - Grand Nephew 2.045% 11/19/1988 Charles E. Shoemaker III - Grand 2.045% Nephew 05/03/1972 Robert Keck, Jr. - Grand Nephew 2.045% 04/17/1980 Shaun McClintock - Grand Nephew 2.045% 01/26/1985 Ashley Ackerman - Grand Niece 2.045% 06/21/1965 Tammy Whitebread - Grand Niece 2.045% 06/21/1967 Jodi Swartz - Grand Niece 2.045% 06/06/1984 Caleb Lamason - Grand Nephew 2.045% SCHEDULE B BIRTHDATE RUTH L. HOFFMAN ESTATE HEIRS Under % SHARE 25 Years 05/19/1989 Jessie Marie Fry - Grand Niece 2.045% 10/13/1989 David Hiddemen - Grand Nephew 2.045% 03/24/1990 Zachery Lamason - Grand Nephew 2.045% 05/28/1999 Madison Gorkes - Grand Niece 2.045% 05/28/1999 Marisa Gorkes - Grand Niece 2.045% 05/28/1999 Nicholas Gorkes - Grand Nephew 2.045% 01/15/2007 Callie Hinderliter - Grand Niece 2.045% f 03/23/1991 Dakota Book - Grand Niece 2.045% 01/06/1998 Hunter Book - Grand Niece 2.045% 10/07/1991 Russell Hiddemen - Grand Nephew 2.045% . f 09/08/1991 Chandra Shoemaker - Grand Niece 2.045% N/A Sharon Young - Friend Bequest - $500.00 N/A Waggoners United Methodist Church - Forever Fund Bequest - $5,000.00 N/A Friends of Oppossum Lake Conservatory - Bequest Bequest - $5,000.00 SCHEDULE B - Page 2 ESTATE OF RUTH L. HOFFMAN As of 12-01-14 Brother: Thomas M. Shoemaker 10 Yorwick Road Carlisle, PA 17013 Nieces & Nephews: Joann M. Smeltzer 1524 Hilton Avenue Dover, PA 17315 Bonnie L. Waggoner 2220 Longs Gap Road Carlisle, PA 17013 Linda Gorkes 1361 Worthington Court Amber, PA 19002-1562 Thomas Shoemaker, Jr. 10 Yorwick Road Carlisle, PA 17013 Tammy Shoemaker 405 Longs Gap Road Carlisle, PA 17013 Gary Balmer 3817 Durham Road Harrisburg, PA 17110 JoAnn Shoemaker 30 Yorwick Road Carlisle, PA 17013 Diane Shoemaker 30 Yorwick Road Carlisle, PA 17013 Debra Hiddemen 205 Lincoln Street, Apt. #D Duncannon, PA 17020 SCHEDULE C - Pagel Charles E. Shoemaker, Jr. P.O. Box 66 Duncannon, PA`. 17020 Barbara Rourke 1585 Ferguson Valley Road McVeytown, PA 17051 Grand Nieces & Grand Nephews: Michelle Monismith 2210 Longs Gap Road Carlisle, PA 17,013 Heather Kuhn 188 Cold Springs Road Carlisle, PA 11015 Melissa Coldren 2100 Enola Road Carlisle, PA 17013 Jeremy Connors 709 Modern Ice Drive San Jose, CA 95112 Charles E. Shoemaker III 1060 Valley Road Marysville, PA 17053 Robert Keck, Jr. 1585 Ferguson Valley Road Mc Veytown, PA 17051 Shaun McClintock 507 Mifflin Street Huntington, PA 16652 Ashley Ackerman 238 Lynbrook Road Springfield, PA . 19064 Tammy Whitebread 1524 Hilton Avenue Dover, PA 1.7315 SCHEDULE C - Page 3 Jodi Swartz 1299 Yarmouth Lane New Cumberland, PA 17070 Caleb Lamason 405 Longs Gap Road Carlisle, PA 17013 Jessie Marie Fry 2152 Ritner Highway Carlisle, PA 17015 Chandra Shoemaker P.O. Box 66 Duncannon, PA 17020 Zachery Lamason 4458 Longs Gap Road Carlisle, PA 17013 Dakota Book 9396 Laurel Hollow Road Three Springs, PA 17264 David Hiddemen 205 Lincoln Street, Apt. #D Duncannon, PA' 17020 Russell Hiddemen 910 North High Street Duncannon, PA 17020 Madison Gorkes c/o David & Linda Gorkes 1361 Worthington Court Amber, PA 19002 Marisa Gorkes c/o David & Linda Gorkes 1361 Worthington Court Amber, PA 19002 Nicholas Gorkes c/o David & Linda Gorkes 1361 Worthington Court Amber, PA 19002 Callie Hinderliter c/o Susan Hinderliter 76 Partridge Circle Carlisle, PA 17013 Hunter Book c/o Rhonda Book-Knepper 9396 Laurel Hollow Road Three Springs, PA 17264 Friend - Specific Bequest of $500.00 Sharon Young 107 Opossum Road Carlisle, PA 17015 Church - Specific Bequest of $5,000.00 Waggoners United Methodist Church - Forever Fund Future Fund 1271 Longs Gap Road Carlisle, PA 17.013 Other - Specific Bequest of$5,000.00 Friends of Possum Lake Conservatory 1205 Easy Road ; Carlisle, PA 17.015 SCHEDULE C - Page 5 ESTATE OF RUTH L. HOFFMAN as of 12-01-14 NAME & BIRTHDATE PARENTS OR PARENT ADDRESS Madison Gorkes c/o David & Linda Gorkes 1361 Worthington Court 05/28/1999 Amber, PA 19002 Marisa Gorkes c/o David & Linda Gorkes 1361 Worthington Court 05/28/1999 Amber, PA 19002 Nicholas Gorkes c/o David & Linda Gorkes 1361 Worthington Court 05/28/1999 Amber, PA 19002 Callie Hinderliter c/o Susan Hinderliter 76 Partridge Circle 01/15/2007 Carlisle, PA 17013 Hunter Book c/o Rhonda Book-Knepper 9396 Laurel Hollow Road 03/23/1991 Three Springs, PA 17264 SCHEDULE D - Question 9. B. LAST WILL TESTAMENT I, RUTH L. HOFFMAN, of P.O. Box 10, Plainfield, Cumberland County, Pennsylvania, being of sound and disposing mind,memory and understanding,do hereby make,publish and declare this as and for my Last Will and Testament, hereby revoking any and all other wills and codicils heretofore made by me. FIRST. I direct that all my just debts and funeral expenses be paid from my estate as soon after my death as practically and conveniently may be done. SECOND. I direct that my remains be interred in Westminister Cemetery between my father and my dear friend, William B. Hall. THIRD. I authorize my personal representative to expend funds from my estate, in such amounts as my personal representative shall consider necessary and desirable for the purchase, erection and inscription of a suitable marker for my grave. FOURTH. I give, devise and bequeath the following: A. UNTO my friend, SHARON YOUNG, Five Hundred Dollars ($500.00) in cash; B. UNTO FUTURE FUND WAGGONERS UNITED METHODIST CHURCH, the sum of Five Thousand Dollars ($5,000.00); and C. UNTO POSSUM LAKE CONSERVANCY, the sum of Five Thousand Dollars ($5,000.00) for improvements to Lake and Dam. FIFTH. I give, devise and bequeath the residue and remainder of my estate of whatever nature, be it real, personal or mixed, and wherever situate as follows: A. Ten Percent (10%) share unto my brother, THOMAS M. SHOEMAKER. If he fails to survive me, then his Ten Percent (10%) share shall go to his wife, PAULINE SHOEMAKER. If both shall predecease me, then this bequest shall lapse and be added in equal portions to the bequest for benefit of my nieces and nephews and benefit for certain of my grand nieces and grand nephews, except for the children and grandchildren and descendants of GARY BALMER, who shall all be excluded ; B. Ten Percent(10%) share unto.my sister, S. HELEN BALMER. If she fails to survive me, then this bequest shall lapse and be added in equal portions to the bequest for benefit of my nieces and nephews and benefit for certain of my grand nieces and grand nephews, except for the children and grandchildren and descendants of GARY BALMER, who shall all be excluded ; C. Forty Percent (40%) share shall pass to certain of my living nieces and nephews in equal shares at the time of my death; and D. Forty Percent(40%) share shall pass to certain of my living grandnieces and grand nephews, except for the children and grandchildren and descendants of GARY BALMER, who shall all be excluded, in equal shares at the time of my death. SIXTH. I direct that any and all Inheritance, Estate and Transfer taxes imposed upon my estate passing under my will or otherwise, shall be paid out of the principal of my residuary estate. SEVENTH I hereby nominate, constitute and appoint JOANN SMELTZER, BONNIE WAGNER and my personal attorney, WILLIAM A. DUNCAN as Co-Executors of this my Last Will and Testament. I hereby relieve my Executors from the necessity of posting security in connection with their duties, as such, in any jurisdiction in which they may be called upon to act insofar as I am able by law to do so. In addition to the powers conferred by law, I authorize my Executors, in their absolute discretion, to retain in the form received, and to sell either at public or private sale any real or personal property owned by me at the time of my death. EIGHTH. If any of the beneficiaries of this, my Last Will and Testament, shall be under the age of Twenty-Five (25) years at the time of my death, then any portion of my estate in which they share shall be held in a separate trust for them with JOANN SMELTZER, BONNIE WAGNER and my personal attorney, WILLIAM A. DUNCAN or attorney from his Firm, as Trustees. The trusteeship shall end when the child attains.the age of Twenty-five (25)years. The Trustees shall provide for the care, maintenance and education of said beneficiary and shall from time to time use either principal or income from the inheritance to provide for these needs. If a beneficiary of the Trust dies prior to attaining the age of Twenty-Five (25) years, the Trust shall terminate and all such funds in that deceased beneficiary's Trust shall be paid over to the beneficiary's sister or brother and if no sister or brother survives, then the beneficiary's legal heir. IN WITNESS WHEREOF, I have hereunto set my hand and seal to this, my Last Will and Testament, consisting of two typewritten pages this day of ' 2011. RUTH L. HOFF N Signed, sealed published and declared by the above named Testatrix RUTH L. HOFFMAN as and for her Last Will and Testament, in the presence of us, who, at her request, in her sight and presence and in the sight and presence of each other,have hereunto subscribed our names as witnesses. it 4 oll COMMONWEALTH OF PENNSYL VANIA SS. COUNTY OF CUMBERLAND I, RUTH L. HOFFMAN , Testatrix whose name is signed to the attached or foregoing instrument, having been duly qualified according to law, do hereby acknowledge that I signed and executed the instrument as my Last Will; that I signed it willingly; and that I signed it as my free and voluntary act for the purposes therein expressed. RUTH L. HOFFMA P Sworn or affirmed to and acknowledged before me, by RUTH L. HOFFMAN this day of *1 2011. Notary Public TH OF PENNSYLVANIA NOTARIAL SEAL JOAN D,ADAMS,Notary Notm yP Public Carlisle Boro.,Cumberland:County My Expires March 15,2015 0 15 J COMMONWEALTH OF PENNSYL VANL4 :SS. COUNTY OF CUMBERLAND We, W+ n+A m A, P im vi and �, ✓�l>YY!me v" the witnesses whose names are signed to the attached or foregoing instrument, being duly qualified according to law, do depose and say that we were present and saw RUTH L. HOFFMAN sign and execute the instrument as her Last Will; that she signed willingly and that she executed as her free and voluntary act for the purposes therein expressed; that each of us in the hearing and sight of the Testatrix signed the will as witnesses; and that to the best of our knowledge, the Testatrix was at that time eighteen(18) or more years of age, of sound mind and under no constraint or undue influence. Sworn or affirmed to and subscribed before me by 1 I r 1 G1 Yo A, VL✓�GGA � and i ,/ L, ML-W wc-� ; witnesses, this 0""' day of /V1 Al , 2011. Notary Publi COMMONWEALTH OF PENNSYLVANIA NOTARIAL SEAL EJOAN D.ADAMS,Notary Public Carlisle Boro.,Cumberland County My Comrrdssion Expires March 15,2015 IN RE: IN THE COURT OF COMMON PLEAS ESTATE OF RUTH L. HOFFMAN, DECEASED CUMBERLAND COUNTY, PA LATE OF LOWER FRANKFORD TWSHP: CUMBERLAND COUNTY, ORPHANS' COURT DIVISION PENNSYLVANIA NO.21-14-0176 NOTICE OF FILING FIRST AND FINAL ACCOUNT AND PETITION FOR ADJUDICATION/SCHEDULE OF PROPOSED DISTRIBUTION AND CALL FOR AUDIT OR CONFIRMATION NOTICE IS HEREBY GIVEN that Bonnie L. Waggoner, Joann M. Smeltzer and William A. Duncan, Executors of the Estate of Ruth L. Hoffman, deceased, has filed the First and Final Account and Petition fo Adjudication/Schedule of Proposed Distribution in the above-captioned Estate in the Office of the Clerk of the Orphans' Court in and for Cumberland County, Pennsylvania, where the same is filed as public record and may be inspected. Copies of the Account and Petition are enclosed for your information. YOUR ARE FURTHER NOTIFIED that any exceptions or objections to said Account of Petition must be filed in writing at the office of the Clerk of the Orphans' Court, Cumberland County Courthouse, Carlisle, PA 17013, aforesaid prior to the confirmation of said Account and Schedule of Proposed Distribution scheduled as set forth below. UNLESS written exceptions or objections are filed prior thereof, said Account will be pr sented to the Clerk of the Orphans' Court to the above-captioned Court in Court "�o&mNo. J_(the courtroom is subject to change) of the Cumberland County w ::CO&thous6,,;,Carlisle, Pennsylvania, at 9:30 A.M. prevailing time, on January 13, 2015, 3�" t \ftic[ttit0`s'aid Account wil be confirmed and distribution ordered in accordance 3 cwith the Petf ioC4 n for Adjudication/Schedule of Proposed Distribution. C:JW �-+ w ca -- ZZ C", DUNCAN & HARTMAN, P.C. c V) ca a.. L J By: C Wi am . Duncan, Esquire 1 Irvine Row Carlisle, PA 17013 (717) 249-7780 Attorney for Estate of Ruth L. Hoffman Date of Notice: 12-01-14 Page 2 NOTICES TO: Joann M. Smelt7er 1524 Hilton Avenue Dover, PA 17315 Bonnie L. Waggoner 2220 Longs Gap Road Carlisle, PA 17013 Thomas M. Shoemaker 10 Yorwick Road Carlisle, PA 17013 Sharon Young 107 Opossum Road Carlisle, PA 17015 Waggoners United Methodist Church Future Fund 1271 Longs Gap Road Carlisle, PA 17013 Friends of Possum Lake Conservatory 1205 Easy Road Carlisle, PA 17015 Linda Gorkes 1361 Worthington Court Amber, PA 19002-1562 Thomas Shoemaker, Jr. 10 Yorwick Road Carlisle, PA 17.013 Tammy Shoemaker 405 Longs Gap Road Carlisle, PA 17013 Gary Balmer 3817 Durham Road Harrisburg, PA 17110 JoAnn Shoemaker 30 Yorwick Road Carlisle, PA 17013 Page 3 Diane Shoemaker 30 Yorwick Road Carlisle, PA 17013 Debra Hiddemen 205 Lincoln Street, Apt. #D Duncannon, PA 17020 Charles E. Shoemaker, Jr. P.O. Box 66 Duncannon, PA 17020 Barbara Rourke. 1585 Ferguson Valley Road McVeytown, PA 17051 Michelle Monismith 2210 Longs Gap Road Carlisle, PA 17013 Heather Kuhn ' 188 Cold Springs Road Carlisle, PA 17015 Melissa Coldren 2100 Enola Road Carlisle, PA 17013 Jeremy Connors 709 Modern Ice Drive San Jose, CA 95112 Charles E. Shoemaker III 1060 Valley Road Marysville, PA 17053 Robert Keck, Jr. 1585 Ferguson Valley Road Mc Veytown, PA 17051 Shaun McClintock 507 Mifflin Street Huntington, PA 16652 Page 4 Ashley Ackerman 238 Lynbrook Road Springfield, PA 19064 Tammy Whitebread 1524 Hilton Avenue Dover, PA 17315 Jodi Swartz 1299 Yarmouth Lane New Cumberland, PA 17070 Caleb Lamason 405 Longs Gap Road Carlisle, PA 17013 Page 4 Jessie Marie Fry 2152 Ritner Highway Carlisle, PA 17015 Chandra Shoemaker P.O. Box 66 Duncannon, PA' 17020 David Hiddemen 205 Lincoln Street, Apt. #D Duncannon, PA 17020 Zachery Lamason 445B Longs Gap Road Carlisle, PA 17013 Dakota Book 9396 Laurel Hollow Road Three Springs, PA 17264 Madison Gorkes c/o Edward & Linda Gorkes [Parents] 1361 Worthington Court Amber, PA 19002 Marisa Gorkes c/o Edward & Linda Gorkes [Parents] 1361 Worthington Court Amber, PA 19002 Page 5 Nicholas Gorkes c/o Edward & Linda Gorkes [Parents] 1361 Worthington Court Amber, PA 19002 Callie Hinderliter c/o Susan Hinderliter [Parent] 76 Partridge Circle Carlisle, PA 17013 Hunter Book c/o Rhonda Book-Knepper [Parent] 9396 Laurel Hollow Road Three Springs, PA 17264 Russell Hiddemen c/o Debra Hiddemen 910 North High Street Duncannon, PA 17020 IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PA ORPHANS-COURT DIVISION FILE NO. 21-14-0176 Estate of Ruth L.Hoffman,Deceased 389 Stone Church Road,Carlisle,Lower Frankford Township,Cumberland County,PA 17013 FIRST AND FINAL ACCOUNT Bonnie L.Waggoner,Joann M.Smeltzer and William A.Duncan,Executors Date of Death: 02/07/2014 Date of Incapacity,if any: None Date of Executors Appointment: 02/26/2014 Date of First Complete Advertisement: The Sentinel, March 15,19,22,2014 Cumberland Law Journal March 28,April 4,11,2014 Accounting for the period: 03-04-2014.to 12-01-2014 Purpose of the Account: Bonnie L.Waggoner,Joann M.Smeltzer and William A.Duncan, Executors,offer 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: William A.Duncan,Esquire DUNCAN&HARTMAN,P.C. 1 Irvine Row Carlisle,PA 17013 (717)249-7780 Supreme Court No. 22080 IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PA ORPHANS-COURT DIVISION FILE NO. 21-14-0176 Estate of Ruth L.Hoffman,Deceased Signature, DUNCAN & HARTMAN, P.C. By: William A. Duncan, Attorney SUMMARY OF ACCOUNT Estate of Ruth L.Hoffman,Deceased For the period of May 2,2014 through December 1,2014 Schedule PRINCIPAL Receipts: This Account A 862,530.19 Net Gain(or Loss)on Sales or Other Dispositions 0.00 862,530.19 Less Disbursements B Debts of Decedent 8,226.07 Funeral Expenses 849.01 Administration Expenses 4,059.66 Federal,State&Local Taxes 494.00 PA Inheritance Tax Payments 109,037.86 First&Final Accounting Fees 665.00 Total Executors'Fees 29,482.49 Total Attorney's Fees 29,482.49 Total Disbursements 182,296.58 Balance Before Distribution 680.233-61 Transfer to(from)Principal Distributions to Beneficiaries C 680,233.61 680,233.61 Principal Balance on Hand[Held in Reserve] For Information: Investments Made Changes in Investment Holdings INCOME 00.00 Receipts This Account Net Gain(or Loss)on Sales or Other Dispositions Less Disbursements Balance Before Distributions i Transfer to(from)Income Distributions to Beneficiaries Income Balance on Hand For Information: Investments Made Changes in Investment Holdings COMBINED BALANCE ON HAND Signatures Verifications SCHEDULE A RECEIPTS OF PRINCIPAL Assets Listed in Inventory Fiduciary (Valued as of Date of Death) Acquisition Value Cash Cash-Found in Home 797.58 Mutual of Omaha Insurance Co.Check 899.64 Adams Electric Cooperative Check 46.60 M&T Bank checking Account#9843934184 20,801.58 2008 Toyota RAW-Fair Condition 10,600.00 Cash-Found in Home 23.00 Cash-Found in Home 16.33 The Sentinel-Refund 44.64 Mutual of Omaha Check 807.18 Members First Account#796-04 1,553.16 Members First Account#796-11 8,862.58 Members First Account#796-05 20,314.17 Members First Account#796-40 10,473.73 Members First Account#796-44 23,348.41 Members First Account#796-46 52,215.31 Ameriprise Security Account#38551592133 6,933.51 Ameriprise Security Account#0930067409779004 230,960.61 Proceeds Sale of Personal Property 1,042.00 Proceeds Mutual of Omaha Insurance 346,682.58 Proceeds Sale of Personal Property 185.00 Proceeds Sale of Personal Property 503.00 Series HH Savings Bonds 2,500.00 Nationwide Insurance Refund 211.00 Nationwide Insurance Refund 180.90 Proceeds Members First Bank Account 2,912.18 U.S.Savings Bonds Interest 18.75 Adams Electric Cooperative,Inc.-Redemption 362.09 Adams Electric Cooperative,Inc.-Redemption 92.12 Total Cash Receipts 743,387.65 A-1 Assets Listed in Inventory Fiduciary (Valued as of Date of Death) Acquisition Value Real Estate Real Estate Proceeds-389 Stone Church Road, 119,142.54 Carlisle,PA Total Real Estate 119,142.54 Total Receipts Total Receipts of Principal 862,530.19 A-2 SCHEDULE B DISBURSEMENT OF PRINCIPAL Waste Management , 3-10-14 Trash service 83.43 Diversified Appraisal Service 389 Stone Church Road,Carlisle, PA-Appraisal 375.00 3-10-14 Jarusewski Overhead Door Service,Inc. Garage Door Repair 65.00 3-10-14 BankAmericard Credit Card Payment 3-10-14 124.20 Carlisle Petroleum Inc. 3-10-14 Heating Oil-House 641.16 CenturyLink 3-10-14 Phone&Internet Service 126.00 Pamela Burkholder 3-10-14 Tax Collector,Real Estate Taxes 336.66 Joann Smeltzer 3-12-14 Travel-Mileage Reimbursement 338.80 Bonnie Waggoner 3-12-14 New Locks-House 76.22 Bonnie Waggoner 3-12-14 Travel-Mileage Reimbursement 130.35 Melissa Coudren Overpayment-Vehicle 400.00 3-12-14 Adams Electric Cooperative, Inc. Electric Billing 118.00 3-13-14 BankAmericard Credit Card Payment 26.50 3-18-14 Galbraith's Accounting& Tax Service 2013 Income Tax Preparation 190.00 3-18-14 Carlisle Petroleum 479.48 3-26-14 Heating Oil-House Joann Smeltzer Travel&Mileage Reimbursement 191.40 4-8-14 Deluxe Checks Estate Account Checks 15.74 3-25-14 B-1 SCHEDULE B DISBURSEMENT OF PRINCIPAL Continued Adams Electric Cooperative Electric Billing 132.29 4-11-14 Bonnie Waggoner Travel&Mileage Reimbursement 82.50 4-11-14 Cumberland Goodwill EMS Ambulance Service 672.87 4-29-14 Carlisle Petroleum Inc. Heating Oil-House 131.59 5-2-14 Adams Electric Cooperative, Electric Billing 121.63 Inc. 5-9-14 Bonnie Waggoner Travel&Mileage Reimbursement 233.75 5-12-14 Joann Smeltzer Travel&Mileage Reimbursement 327.80 5-12-14 Diane Shoemaker Mowed Yard at House 120.00 5-20-14 Centuryi-ink 5.86 11-19-14 Telephone Service Bonnie Waggoner Travel&Mileage Reimbursement 137.50 5-28-14 Joann Smeltzer Travel&Mileage Reimbursement 37.40 5-28-14 Adams Electric C ooperative Electric Billing 84.18 6-9-14 Joann Smeltzer Travel&Mileage Reimbursement 74.80 6-27-14 U.S.Treasury-Civil Service Refund of Direct Deposit 2.345.96 Direct Deposit Returned 8-18-14 Total Debts of Decedent 8,226.07 FUNERAL EXPENSES Hoffman Roth Funeral Home 3-18-14 Funeral Billing 225.04 Joann Smeltzer 3-12-14 Funeral Expenses-Reimbursement 383.97 Osiris- Grave Marker Lettering-Grave Marker 210.00 4-8-14 Total Funeral Expenses 849.01 849.01 B-2 SCHEDULE B DISBURSEMENT OF PRINCIPAL Continued ADMINISTRATION EXPENSES Register of Wills Probate Fee 583.50 3-10-14 Cumberland Law Journal Legal Notice 75.00 3-13-14 The Sentinel-Legal Ad Legal Advertisement 201.16 4-4-14 Register of Wills Additional Probate 200.00 6-27-14 Reserve Held in Reserve-PA Federal Income Tax,Filing 3,000.00 Fees,Administration Fees&Other Total Administration Expenses 4,059.66 4,059.66 INCOME TAXES U.S.Treasury-2013 Income Tax Due 2013 Income Tax Payment Due 494.00 3-18-14 Total Income Taxes 494.00 PA INHERITANCE TAX PAYMENTS Register of Wills-Agent PA Inheritance Tax Return Payment 70,000.00 4-15-14 Register of Wills-Agent PA Inheritance Tax Return Payment 20,000.00 4-25-14 Register of Wills-Agent PA Inheritance Tax Return Payment 18,598.36 6-27-14 Register of Wills-Agent PA Inheritance Tax Payment 439.50 10-30-14 PA Inheritance Tax Payments 109,037.86 109,037.86 FIRST&FINAL ACCOUNTING FEES Register of Wills Filing Fee for First&Final Accounting 665.00 12-01-14 665.00 B-3 SCHEDULE B DISBURSEMENT OF PRINCIPAL Continued EXECUTORS'FEES Bonnie Waggoner Partial Executor Fee 5,000.00 5-28-14 Joann Smeltzer Partial Executor Fee 5,000.00 5-28-14 William A.Duncan Partial Executor Fee 5,000.00 5-28-14 Executors(3) Reserve for Balance of Executors' Fees 14,482.49 12-01-14 Total Executors'Fees 29,482.49 29,482.49 ATTORNEY'S FEES Duncan&Hartman,PC Partial Attorney's Fee 5,000.00 4-15-14 Duncan&Hartman,PC Partial Attorney's Fee 10,000.00 6-10-14 Duncan&Hartman,PC Partial Attorney's Fee 5,000.00 11-17-14 Duncan&Hartman, PC Reserve for Balance of Attorney's Fees 9,482.49 12-01-14 Total Attorney's Fees 29,482.49 29,482.49 TOTAL DISBURSEMENTS OF PRINCIPAL 182,296.58 B-4 PROPOSED DISTRIBUTIONS TO BENEFICIARIES Current Fiduciary Value Acquisition Value or as noted TO: Sharon Young Distribution per Item A.,Paragraph Fourth of Will 500.00 TO: Future Fund Waggoners United Methodist Church Distribution per Item B.,Paragraph Fourth of Will 5,000.00 TO: Possum Lake Conservancy Distribution per Item C.,Paragraph Fourth of Will 5,000.00 TO: Thomas M.Shoemaker Distribution per Item A.,Paragraph Fifth of Will 66,973.36 TO: Joann Smeltzer Distribution per Item C.,Paragraph Fifth of Will 27,398.19 TO: Bonnie Waggoner Distribution per Item C.,Paragraph Fifth of Will 27,398.19 TO: Linda Gorkes Distribution per Item C.,Paragraph Fifth of Will 27,398.19 TO: Thomas Shoemaker,Jr. Distribution per Item C., Paragraph Fifth of Will 27,398.19 TO: Tammy Shoemaker Distribution per Item C.,Paragraph Fifth of Will 27,398.19 TO: Gary Balmer Distribution per Item C.,Paragraph Fifth of Will 27,398.19 TO: JoAnn Shoemaker Distribution per Item C.,Paragraph Fifth of Will 27,398.19 TO: Diane Shoemaker Distribution per Item C.,Paragraph Fifth of Will 27,398.19 TO: Debra Hiddemen Distribution per Item C.,Paragraph Fifth of Will 27,398.19 TO: Charles E.Shoemaker,Jr. Distribution per Item C.,Paragraph Fifth of Will 27,398.19 TO: Barbara Rourke Distribution per Item C.,Paragraph Fifth of Will 27,398.19 TO: Michelle Monismith Distribution per Item D.,Paragraph Fifth of Will 13,699.09 TO: Heather Kuhn Distribution per Item D.,Paragraph Fifth of Will 13,699.09 TO: Melissa Coldren Distribution per Item C., Paragraph Fifth of Will 13,699.09 TO: Jeremy Connors Distribution per Item C.,Paragraph Fifth of Will 13,699.09 C-1 TO: Charles Shoemaker III Distribution per Item C.,Paragraph Fifth of Will 13,699.09 TO: Robert Keck,Jr. Distribution per Item C.,Paragraph Fifth of Will 13,699.09 TO: Shaun McClintock Distribution per Item C.,Paragraph Fifth of Will 13,699.09 TO: Ashley Ackerman Distribution per Item C.,Paragraph Fifth of Will 13,699.09 TO: Tammy Whitebread Distribution per Item C.,Paragraph Fifth of Will 13,699.09 TO: Jodi Swartz Distribution per Item C.,Paragraph Fifth of Will 13,699.09 TO: Caleb Lamason Distribution per Item C., Paragraph Fifth of Will 13,699.09 TO: Jesse Marie Fry Distribution per Item C.,Paragraph Fifth of Will 13,699.09 TO: David Hiddeman Distribution per Item C.,Paragraph Fifth of Will 13,699.09 TO: Zachery Lamason Distribution per Item C.,Paragraph Fifth&Eighth 13,699.09 of Will-Trustees under Will TO: Edward&Linda Gorkes Madison Gorkes Distribution per Item C.,Paragraph Fifth&Eighth 13,699.09 of Will-Trustees under Will TO: Edward&Linda Gorkes Marisa Gorkes Distribution per Item C.,Paragraph Fifth & 13,699.09 Eighth of Will-Trustees under Will TO: Edward&Linda Gorkes Nicholas Gorkes Distribution per Item C.,Paragraph Fifth&Eighth 13,699.09 of Will-Trustees under Will TO: Susan Hinderliter Callie Hinderliter Distribution per Item C., Paragraph Fifth & 13,699.09 Eighth of Will-Trustees under Will TO: Rhonda Book-Knepper Hunter Book Distribution per Item C.,Paragraph Fifth & 13,699.09 Eighth of Will-Trustees under Will TO: Dakota Book Distribution per Item C., Paragraph Fifth & 13,699.09 Eighth of Will-Trustees under Will TO: Russell Hiddemen Distribution per Item C., Paragraph Fifth & 13,699.09 Eighth of Will-Trustees under Will TO: Chandra Shoemaker Distribution per Item C.,Paragraph Fifth & 13,699.09 Eighth of Will-Trustees under Will Total Proposed Distribution to Beneficiaries 680,263.91 680,263.91 C-2 IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PA ORPHANS-COURT DIVISION FILE NO. 21-14-0176 Estate of Ruth L. Hoffman, Deceased VERIFICATION Bonnie L. Waggoner, Executor of the Will of Ruth L. Hoffman, 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 disclosed all significant transactions occurring during the accounting period; that all known claims against the Estate have been paid in full; that, 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 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. Bonnie L. Waggoner Dated: IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PA ORPHANS-COURT DIVISION FILE NO. 21-14-0176 Estate of Ruth L. Hoffman, Deceased VERIFICATION Joann M. Smeltzer, Executor of the Will of Ruth L. Hoffman, 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 disclosed all significant transactions occurring during the accounting period; that all known claims against the Estate have been paid in full; that, 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 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. Joan7MS meltzer Dated: \ �� IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PA ORPHANS-COURT DIVISION FILE NO. 21-14-0176 Estate of Ruth L. Hoffman, Deceased VERIFICATION William A. Duncan, Executor of the Will of Ruth L. Hoffman, 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 disclosed all significant transactions occurring during the accounting period; that all known claims against the Estate have been paid in full; that, to his knowledge, there are no claims outstanding against the Estate; that all taxes presently due from the Estate have been paid; and that the grant of Letters Testamentary and the first complete advertisement 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. C �- William A. Duncan Dated: LAST WILL TESTAMENT 1, RUTH L. HOFFMAN, of P.O. Box 10, Plainfield, Cumberland County, Pennsylvania, being of sound and disposing mind,memory and understanding,do hereby make,publish and declare this as and for my Last Will and Testament, hereby revoking any and all other wills and codicils heretofore made by me. FIRST. I direct that all my just debts and funeral expenses be paid from my estate as soon after my death as practically and conveniently may be done. SECOND. I direct that my remains be interred in Westminister Cemetery between my father and my dear friend, William B. Hall. THIRD. I authorize my personal representative to expend funds from my estate, in such amounts as my personal representative shall consider necessary and desirable for the purchase, erection and inscription of a suitable marker for my grave.- FOURTH. I give, devise and bequeath the following: A. UNTO my friend, SHARON YOUNG, Five Hundred Dollars ($500.00) in cash; B. UNTO FUTURE FUND WAGGONERS UNITED METHODIST CHURCH, the sum of Five Thousand Dollars ($5,000.00); and C. UNTO POSSUM LAKE CONSERVANCY,the sum of Five Thousand Dollars ($5,000.00) for improvements to Lake and Dam. FIFTH. I give, devise and bequeath the residue and remainder of my estate of whatever nature, be it real,personal or mixed, and wherever situate as follows: A. Ten Percent(10%) share unto my brother, THOMAS M. SHOEMAKER. If he fails to survive me, then his Ten Percent(10%) share shall go to his wife, PAULINE SHOEMAKER. If both shall predecease me, then this bequest shall lapse and be added in equal portions to the bequest for benefit of my nieces and nephews and benefit for certain of my grand nieces and grand nephews, except for the children and grandchildren and descendants of GARY BALMER, who shall all be excluded ; B. Ten Percent(10%) share unto my sister, S. HELEN BALMER. If she fails to survive me, then this bequest shall lapse and be added in equal portions to the bequest for'benefit of my nieces and nephews and benefit for certain of my grand nieces and grand nephews, except for the children and grandchildren and descendants of GARY BALMER, who shall all be excluded ; C. Forty Percent (40%) share shall pass to certain of my living nieces and nephews in equal shares at the time of my death; and D. Forty Percent (40%) share shall pass to certain of my living grandnieces and grand nephews, except for the children and grandchildren and descendants of GARY BALMER, who shall all be excluded, in equal shares at the time of my death. SIXTH. I direct that any and all Inheritance, Estate and Transfer taxes imposed upon my estate passing under my will or otherwise, shall be paid out of the principal of my residuary estate. SEVENTH I hereby nominate, constitute and appoint JOANN SMELTZER, BONNIE WAGNER and my personal attorney, WILLIAM A. DUNCAN as Co-Executors of this my Last Will and Testament. I hereby relieve my Executors from the necessity of posting security in connection with their duties, as such, in any jurisdiction in which they may be called upon to act insofar as I am able by law to do so. In addition to the powers conferred by law, I authorize my Executors, in their absolute discretion, to retain in the form received, and to sell either at public or private sale any real or personal property owned by me at the time of my death. EIGHTH. If any of the beneficiaries of this, my Last Will and Testament, shall be under the age of Twenty-Five (25) years at the time of my death, then any portion of my estate in which they share shall be held in a separate trust for them with JOANN SMELTZER, BONNIE WAGNER and my personal attorney, WILLIAM A. DUNCAN or attorney from his Firm, as Trustees. The trusteeship shall end when the child attains the age of Twenty-five (25)years. The Trustees shall provide for the care, maintenance and education of said beneficiary and shall from time to time use either principal or income from the inheritance to provide for these needs. If a beneficiary of the Trust dies prior to attaining the age of Twenty-Five (25) years, the Trust shall terminate and all such funds in that deceased beneficiary's Trust shall be paid over to the beneficiary's sister or brother and if no sister or brother survives, then the beneficiary's legal heir. IN WITNESS WHEREOF, I have hereunto set my hand and seal to this, my Last Will and Testament, consisting of two typewritten pages this AMN day of 2011. RUTH L. HOFFMAN Signed, sealed published and declared by the above named Testatrix RUTH L. HOFFMAN as and for her Last Will and Testament, in the presence of us,who, at her request, in her sight and presence and in the sight and presence of each other,have hereunto subscribed our names as witnesses. rV COMMONWEALTH OF PENNS YL VANIA SS. COUNTY OF CUMBERLAND 1, RUTH L. HOFFMAN , Testatrix whose name is signed to the attached or foregoing instrument, having been duly qualified according to law, do hereby acknowledge that I signed and executed the instrument as my Last Will; that I signed it willingly; and that I signed it as my free and voluntary act for the purposes therein expressed. RUTH L. HOFFmA*' Sworn or affirmed to and acknowledged before me, by RUTH L. HOFFMAN this day of A4 aY 2011. Notary Public COMMONWEAL OF ENNSYIVANW NOTARIAL SEAL JOAN D.ADAMS'Notary public CarlisleCarlisleBoa,Cumberland County My Commission Expires Morh 15,2015 COMMONWEALTH OF PENNS YL VANL4 :SS. COUNTY OF CUMBERLAND We, W1114AMA, Pw Amy, and the witnesses whose names are signed to the attached or foregoing instrument, being duly qualified according to law, do depose and say that we were present and saw RUTH L. HOFFMAN sign and execute the instrument as her Last Will; that she signed willingly and that she executed as her free and voluntary act for the purposes therein expressed; that each of us in the hearing and sight of the Testatrix signed the will as witnesses; and that to the best of our knowledge, the Testatrix was at that time eighteen(18) or more years of age, of sound mind and under no constraint or undue influence. r4— uWaNa— Sworn or affirmed to and subscribed before me by W'j 11-1 Ayo, A. V"s and J(f44,14y' L, witnesses, this toj-h day of Mall 2011. Notary—Publict/ COk"AONVVFALTH OF PENNSYLVANIA NOTARLAL SEAL JOAN D.ADAMS'Notary PublicCadistesoo,Cumberland County MYj�Intssion 60res March 15,2015 -vuz Approval No.2502-1 B.Type of Loan 1.0 FHA 2.0 RHS 3.0 Conv.Unins 6.File Number: 7.Loan Number. 8.Mortgage Insurance Case Number: 4.0 VA 5.0 Conv.Ins re14-63 C.Note:This form is furnished to give you a statement of actual settlement costs.Amounts paid to and by the settlement agent are shown.Items marked "(p.o.c.)"were paid outside the dosing;they are shown here for informational purposes and are not included in the totals. D.Name&Address of Borrower. E.Name&Address of Seller. F.Name&Address of Lender: J. Michael Adler Estate of Ruth L. Hoffman Metro Bank 337 Lincoln Street 3B9 Stone Church Road 3601 Paxton Street Carlisle, PA 17013 Carlisle, PA 17015 Harrisburg, PA 17111 G.Property Location: H.Settlement Agent: TIN: 389 Stone Church Road Duncan & Hartman, P.C. Lower Frankford Twp 1 Irvine Row Phone: (717) 249-7780 Carlisle, PA 17015 Carlisle, PA 17013 Parcel: 14-05-0423-014A Place of Settlement: I.Settlement Date: 5/29/2014 1 Irvine Row County: Cumberland Carlisle, PA 17013 Funding Date: 5/29/2014 J.Summary of Borrowers Transaction I K.Summary of Seller's Transaction 100.Gross Amount Due From Borrower 1400.Gross Amount Due To Seller 101.Contract sales price 120,000.00 401.Contract sales price 120,000.00 102.Personal property 1402.Personal property 103,Settlement charges to borrower(line 1400) 4,212.00 403. 104, 1404. 105. 1405. Adjustments for items paid by seller in advance I Adjustments for items paid by seller in advance 106.City/town taxes: J406,City/town taxes: to I to 107.County taxes:5/29/2014-12/31/2014 199.23 407.County taxes:5/29/2014-12/31/2014 199.23 to to 108,Assessments: 408.Assessments: to to 109. 409, 110.School Tax 5/29/2014-6/30/2014 143.31 410,School Tax 5/29/2014-6/30/2014 143.31 Ill. 411. 112. 1412, 120,Gross Amount Due From Borrower 124,554.54 420.Gross Amount Due To Seller 120,342.59 200.Amounts Paid By Or In Behalf Of Borrower 1500.Reductions In Amount Due To Seller 201.Deposit or earnest money 1,0 00.OOJ 501.Excess deposit(see instructions) 202.Principal amount of new loan(s) 90,000.00 502.Settlement charges to seller(line 1400) 1,200.001 !03.Existing loan(s)taken subject to 1503.Existing loan(s)taken subject to '04. 1 504.Payoff of first mortgage loan 35. 1505.Payoff of second mortgage loan 16. 1506, 7. 1 1507, 8. 1508. 9. 509. justments for items unpaid by seller jAdjustments for items unpaid by seller t.City/town taxes: 510.City/town taxes: to I to County taxes: 1511.County taxes: to to Assessments: 1512.Assessments: to I to 513. 514. 515. 516. 517. 518. 519. )tai Paid By/For Borrower 91,000.00 520.Total Reduction Amount Due Seiler 1,200.00 ash At Settlement From/To Borrower 600.Cash At Settlement To/From Seller ass Amount due from borrower(line 120) 124,554.54 601.Gross amount due to seller(line 420) 120,342.59 ss amounts paid by/for borrower(line 220) 91,000.00 602.Less reductions in amount due seller(line 520) 1,200.001 sh 0 From 0 To Borrower 33,554.54 603.Cash d To 0 From Seller 119,142.54 )lic Reporting Burden for this collection of information is estimated at 35 minutes per response for collecting,reviewing,and reporting the data.This may not collect this information, and you are not required to complete this form, unless it displays a currently valid OMB control number. No tiality,is assured;this disclosure is mandatory.This is designed to provide the parties to a RESPA covered transaction with information during the nt process. 011 Easy Soft.Previous editions are obsolete. Page 1 of 3 HUD-1 tuuLDivision iivctal ReaEstate Broker Fees Paid From From is on of CI ommission(line 700)as follows: Borrower's Seller's 701.$ to Funds at Funds at 702.$ to Settlement Settlement 703.Commission paid at settlement 704. 800.Items Payable In Connection With Loan 801.Our origination charge $ (from GFE#1) 802.Your credit or charge(points)for the specific interest rate chosen (from GFE#2) 803.Your adjusted origination charges (from GFE A) 804.Appraisal fee to (from GFE#3) 805.Credit report to (from GFE#3) 806.Tax service to (from GFE#3) 807.Rood certification to Metro Bank from GFE#3) 7.00 808.Commitment fee to Metro Bank from GFE#3) 900.00 809.Document prep fee to Metro BAnk from GFE*3) 375.001 810, 1 811, 1 900.Items Required By Lender To Be Paid In Advance 901.Daily interest charges from 5/29/2014 to 6/1/2014 @ $ /day (from GFE 410) 902.Mortgage insurance premium for 0 months to (from GFE#3) 903.Homeowner's insurance for 0 years to (from GFE#11) 904. 905. 1000.Reserves Deposited With Lender 1001.Initial deposit for your escrow account from GFE#9) 1002.Homeowners insurance months @ per mo $ 1003.Mortgage insurance -months @ per mo $ 1004,Property taxes months @ per mo $ 1005.School taxes months @ per mo $ 1006. months @ per mo $ 1007.Aggregate Adjustment $0.00 1100.Title Charges 1101.Title services and tender's title insurance (from GFE*4) 1,377.001 1102,Settlement or closing fee 1 1 1103.Owner's title insurance Old Republic Title Co. (from GFE 95) 155.001 1104.Lenders title insurance old Republic Title Co. $645.00 1105.lender's title policy limit $90,000.00 i 106.Owner's title policy_finlit $120,000.00 107.Agent's portion of the total insurance premium $1,020.00 108.Underwriter's portion of the total insurance premium $180.00 109.End. 100, 300, B.1, ARM to Old Republic Title Company $200,00 110.Closing Protection Letter to old Republic Title Company $75,00 11I.Total from addendum $257.00 200.Government Recording and Transfer Charges ?01.Government recording charges Recorder of Deeds (from GFE#7) 196.001 !02.Deed$67.00 Mortgage$83.00 Release$ 1 !03.Transfer taxes from GFE#8) 1,200.001 .04.City/County tax/stamps:Deed$ Mortgage$1,200.00 05.State tax/stamps:Deed$1,200.00 Mortgage$ 11200.00 06.Assignment of Rents $48.00 07. $ 00.Additional Settlement Charges )1.Required services that you can shop for (from GFE 96) )2. )3. W to 5. 6. 7. 9, I Total Settlement Charges(enter on lines 103,Section J and 502,Section K) 4,212.00 1,200.001 ive carefully reviewed the HUD-1 Settlement Statement and to the best of my knowledge and belief,it is a true and accurate statement of all receipts and same ts made on m ccount or by me in this transaction.I further certify that I have received a copy of the HUD-1 Settlement Statement. lichael Adler Buyer/Borrower-/�EAI.,Ie f��utL, 4, HoffOlaVf n Seller 4 Buyer/Borrower V-VV/I/ Seller IUD-1 Settlemen Statement which I have prepared is a true and accurate account of this transaction, I have caused or will cause the funds to be -sed in accords,. ith this Cv 5/29/2014 an & Hartman, P.C. Settlement Agent Date ING:It Is a crime to knowingly make false st laments to the United States on this ora other similar form. Penalties upon conviction can include a line or Imprisonment. -2011 Easy Soft.Previous editions are-dh-clete. Page 2 of 3 HUD-1 Co_ _a6fs49_. ..d i hE tilnafe:_ )Na.��f7Hllb .L"harg?s :o i 3 f -ti r ..._. s_ N Charges That Cannot Increase HUD-1 Line Number Our origination charge r#1203 801 0.00 0.00 Your credit or charge(points)for the specific rate chosen 802 0.00 0.00 Your adjusted origination charges 803 0.00 0.00 Transfer taxes 0.00 1,200.00 jgta7fiGan _ G odv'FaftiiEstia"i'1a ��HUD141f UL4,Lil... S_ s�.h L4stti a Q_..�._ Government recording charges #1201 0.00 198.00 Flood certification #807 0.00 _ 7.00 Commitment fee #808 0.00 900.00 Document prep fee #809 0.00 375.00 6a ' M trtrr aI 0.00 1,980.00 t creaset6e,' ee,,,, 'an HWo1�ChaF es= 1,980.00 tlf9?sT3€,Ga_n�GtaalZ9er' ? r " � � ti MIN ~ GoodFaiff�'jE__'sttna}'e4Q ' �r Initial deposit for your escrow account #1001 0.00 0.00 Daily interest charges #901 0.00 0.00 Homeowner's insurance #903 0.00 0.00 Owner's title insurance #1103 0.00 155.00 -can Terms Your initial loan amount is $ Your loan term is Years Your initial interest rate is % Your initial monthly amount owed for principal,interest,and $ includes any mortgage insurance is ❑Principal O Interest ❑Mortgage Insurance Can your interest rate rise? 0 No.❑Yes,it can rise to a maximum of °/n.The first change will be on and can change again every after Every change date,your interest rate can increase or decrease by %.Over the life of the loan,your interest rate is guaranteed to never be lower than %or higher than %. Even if you make payments on time,can your loan balance rise? ©No.❑Yes,it can rise to a maximum of$ . .ven if you make payments on time,can your monthly 0 No.0 Yes,the first increase can be on and the monthly amount imount owed for principal,Interest,and mortgage insurance rise? owed can rise to$ . The maximum it can ever rise to is$ . loss your loan have a prepayment penalty? Q No.❑Yes,your maximum prepayment penalty is$ . roes your loan have a balloon payment? O No.❑Yes,you have a balloon payment of$ due in years on . otal monthly amount owed including escrow account payments p You do not have a monthly escrow payment for items,such as property taxes and homeowner's insurance.You must pay these items directly yourself. ❑You have an additional monthly escrow payment of$ that results in a total initial monthly amount owed of$ .This includes principal,interest,any mortgage insurance and any items checked below: ❑Property taxes ❑Homeowner's insurance ❑Flood insurance ❑ ❑ ❑ If you have any questions about the Settlement Charges and Loan Terms listed on this form;please contact your lender. 9-2011 Easy Soft.Previous editions are obsolete. Page 3 of 3 HUD-1 ADDENDUM PAGE for HUD-1 Name and Address of Additional Borrower(s) Name and Address of Additional Seller(s) 1100.Title Charges(Addendum) 1112.Notary to Cash $15.00 0.00 1113.overnightlemail/wire to Duncan & Hartman $67.00 0.00 1114.Attorney fees to Duncan & Hartman $175.00 0.00 Total $257.00 0.00 CERTIFICATION:t have carefully reviewed the HUD-1 Settlement Statement and to the best of my knowledge and belief,it is a true and accurate statement of all receipts and disbursements made on my account or by me in this transaction. I further certify that I received a copy of the HUD-1 Settlement Statement. 1-2011 Easy Soft.Previous editions are obsolete. Addendum Page HUD-1