HomeMy WebLinkAbout01-29-15 RECORDED OFFICE OF
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COURT OF COMMON PLEAS OF C U M E F,t L
CUMBERLAND COUNTY, PENNSYLVANIA
ORPHANS' COURT DIVISION
ESTATE OF Robert J. Hollis DECEASED
No. 21-13-0707
PETITION FOR ADJUDICATION I
STATEMENT OF PROPOSED DISTRIBUTION
PURSUANT TO Pa. O.C. RULE 6.9
This form may be used in all cases involving the Audit of the Account of a Decedent's Estate. If
space is insufficient, riders may be attached. Attach the spouse's election, if any; the papers
required under items 8-19 inclusive; and any instrument pertinent to the adjudication.
INCLUDE ATTACHMENTS AT THE BACK OF THIS FORM.
Name of Counsel: Bradley L. Griffie
Supreme Court I.D. No.: 34349
Name of Law Firm: Griffie 8r Associates, P.C.
Address: 200 North Hanover Street
Carlisle, PA 17013
Telephone: 717-243-5551
Fax: 717-243-5063
E-mail: bgriffie@griffielaw.com
Form OC-01 Rev.10-13-2006 Copyright(c)2006 form software only The Lackner Group,Inc. Page 1 of 10
PETITION FOR ADJUDICATION
Estate of Robert J. Hollis Deceased
1. Name(s) and address(es) of Petitioner(s):
Name: Alan E. Gloger
Address: 814 Kenneth Place S.E.
Leesburg,VA 20175
Identify any executors or administrators who have not joined in the Petition for
Adjudication and Statement of Proposed Distribution and Account and state reason:
Is this the first accounting by this fiduciary?......................................................................... ® Yes ❑ No
If not, identify prior accountings, the accounting periods covered, and the date of
adjudication of the prior accounting.
2. Decedent died on 06/10/2013
® Letters Testamentary or ❑ Letters of Administration were granted to Petitioner(s) on
06/25/2013
Date of Will (if applicable): 01/19/2010
Date(s) of Codicil(s) (if applicable):
Date of probate (if different from date Letters granted):
Was a bond required? ❑ Yes ® No If yes, state amount:
Are proofs of advertising of the grant of Letters attached? .......................................... ❑ Yes ® No
Dates of advertising of the grant of Letters:
07/02/2013 07/09/2013 07/16/2013 07/12/2013 07/19/2013 07/26/2013
Form OC-01 Rev.10-13-2006 Copyright(c)2006 form software only The Lackner Group,Inc. Page 2 of 10
PETITION FOR ADJUDICATION
Estate of Robert J. Hollis Deceased
3. Was decedent survived by a spouse?....................................................................... ❑ Yes ❑X No
If yes, name of the surviving spouse:
4. Has the surviving spouse filed to take an elective share?......................................... ❑ Yes ❑ No
(See Section 2201 et sea. of the Probate, Estates and Fiduciaries Code)
If yes, date of election:
5. In the case of an intestacy, state the names of the decedent's surviving children or
surviving issue of deceased children (if none, so state):
6. Did the decedent marry after execution of Will or Codicil(s)?.............................................. ❑ Yes ❑X No
Were any children born to decedent after execution of
Will or Codicil(s)? ❑ Yes ❑X No
If yes, give names and dates of birth:
Name: Date of Birth:
7. If required by the Medical Assistance Estate Recovery Act,
62 P.S. §1412, was a request for a statement of claim sent to
the Department of Public Welfare? ..................................................................................... ❑ Yes Q No
Form OC-01 Rev.10-13-2006 Copyright(c)2006 form software only The Lackner Group,Inc. Page 3 of 10
PETITION FOR ADJUDICATION
Estate of Robert J. Hollis Deceased
8. Written notice of the Audit as required by Pa. O.C. Rules 6.3, 6.7 and 6.8 has been or will
be given to all parties in interest listed in item 9 below, all unpaid creditors and all
claimants listed in item 10 below. In addition, notice of any questions requiring
Adjudication as discussed in item 14 below has been or will be given to all persons
affected thereby.
A. If Notice has been given, attach a copy of the Notice as well as a list of the names
and addresses of the parties receiving such Notice.
B. If Notice is yet to be given, a copy of the Notice as well as a list of the names and
addresses of the parties receiving such Notice shall be submitted at the Audit
together with a statement executed by a Petitioner or counsel certifying that such
notice has been given.
C. If any person entitled to Notice is not sui juris (e.g., minors or incapacitated
persons), Notice of the Audit has been or will be given to the appropriate
representative on such party's behalf as required by Pa. O.C. Rule 5.2.
D. If any charitable interest is involved, Notice of the Audit has been or will also be
given to the Attorney General as required under Pa. O.C. Rule 5.5. In addition,
the Attorney General's clearance certificate (or proof of service of Notice and a
copy of such Notice) must be submitted herewith or at the Audit.
9. List all parties (charitable and non-charitable) of whom Petitioner(s) has/have notice or
knowledge, having or claiming any interest in the estate as beneficiaries under the Will or
Codicil(s) or as intestate heirs if there is a complete or partial intestacy:
A. State each party's relationship to the decedent and the nature of each party's
interest(s):
Name and Address of Each Party in Interest Relationship and Comments,if any Interest
Robert J. Hollis,Jr. Son $7,500.00
PO Box 332
Claremont,VA 23899
Alan E. Gloger Stepson $178,143.19
814 Kenneth Place S.E.
Leesburg,VA 20175
Form OC-01 Rev.10-13-2006 Copyright(c)2006 form software only The Lackner Group,Inc. Page 4 of 10
PETITION FOR ADJUDICATION
Estate of Robert J. Hollis Deceased
Name and Address of Each Party in Interest 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.
C. State why a Petition for Guardian/Trustee Ad Litem has or has not been filed for
this Audit (see PA. O.C. Rule 12.4).
D. If distribution is to be made to the personal representative of a deceased party,
state date of death, date and place of grant of Letters and type of Letters granted.
Form OC-01 Rev.10-13-2006 Copyright(c)2006 form software only The Lackner Group,Inc. Page 5 of 10
PETITION FOR ADJUDICATION
Estate of Robert J. Hollis 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?
Above
Attachment
Total
If the estate is insolvent, attach a schedule setting forth the order of preference under
20 Pa.C.S. § 3392 and the proposed payments.
11. Was family exemption claimed?.......................................................................................... 1:1 Yes ® No
Was family exemption allowed?.......................................................................................... ❑ Yes ® No
Family exemption claimant's name and relationship:
Name: Relationship:
Form OC-01 Re,10-13-2006 Copyright(c)2006 form software only The Lackner Group,Inc. Page 6 of 10
PETITION FOR ADJUDICATION
Estate of Robert J. Hollis 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
09/09/2013 45,000.00
08/20/2014 7,171.19
13. On the date of death, was the decedent a fiduciary
(personal representative, trustee, guardian, agent under power
of attorney) or surety on the bond of a fiduciary?................................................................ ❑ Yes ® No
If yes, provide the name of the estate, indicate whether an account has been filed and
confirmed absolutely and all awards performed, or, in the alternative, how the
decedent's estate will be discharged for the decedent's fiduciary administration of the
estate.
14. A. Describe in detail any questions requiring adjudication and state the position of the
Petitioner(s) as to each question:
B. Has notice of the question requiring adjudication been given
to the parties identified in Paragraph 9 above?............................................................ ❑ Yes ® No
15. If Petitioner(s) has/have knowledge that a share has been assigned, renounced, disclaimed
or attached, provide a copy of the assignment, renunciation, disclaimer or attachment,
together with any relevant supporting documentation.
Form OC-01 Rev.10-13-2006 Copyright(c)2006 form software only The Lackner Group,Inc. Page 7 of 10
PETITION FOR ADJUDICATION
Estate of Robert J. Hollis Deceased
16. Had the decedent been adjudicated an incapacitated person?........................................... ❑ Yes ® No
If yes, attach a copy of the Order if available; otherwise state Court, term, number,
date, and name of Hearing Judge.
17. A. List or attach a separate list of additional receipts and disbursements since the closing
date of the Account.
Date Description Amount
B. Has notice of the additional receipts and disbursements been
given to the parties identified in Paragraph 9 above?................................................... ❑ Yes ® No
18. If a reserve is requested, state amount and purpose.
Amount:
Purpose:
If a reserve is requested for counsel fees, has notice of the
amount of fees to be paid from the reserve been given to the
parties in interest?.................................................................................................
❑ Yes ® No
If so, attach a copy of the notice.
19. Is the Court being asked to direct
the filing of a Schedule of Distribution?................................................................................ ❑ Yes ® No
As to real estate only?......................................................................................................... ❑ Yes ❑ No
Form OC-01 Rev.10-13-2006 Copyright(c)2006 form software only The Lackner Group,Inc. Page 8 of 10
PETITION! FOR ADJUDICATION
Estate of Robert J. Hollis 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 Distributee(s) Amount Proportion
Robert J. Hollis,Jr. 0
Alan E. Gloger 100%
B. Principal:
Proposed Distributees) Amount Proportion
Robert J. Hollis, Jr. 7,500.00
Alan E. Gloger 178,143.19
Submitted By:
(All petitioners must sign.
Add additional lines if necessary):
— a&., � A�j
Name of Petitioner: Alan E. Gloger
Name of Petitioner:
Name of Petitioner:
Form OC-01 Rev.10-13-2006 Copyright(c)2006 form software only The Lackner Group,Inc. Page 9 of 10
PETITION FOR ADJUDICATION!
Estate of Robert J. Hollis Deceased
Verification of Petitioner
(Verification must be by at least one petitioner.)
The undersigned hereby verifies * [that he/she is title
of the above-named name of corporation
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 Alan E. Gloger
Signature of Petitioner
Signature of Petitioner
*Corporate petitioners must complete bracketed information.
Certification of Counsel
The undersigned counsel hereby certifies that the foregoing Petition for Adjudication/
Statement of Proposed Distribution is a true and accurate reproduction of the form Petition
authorized by the Supreme Court, and that no changes to the form have been made beyond the
responses herein.
S10K Petitioner
radley L. Griffie
Form OC-01 Rev.10-13-2006 Copyright(c)2006 form software only The Lackner Group,Inc. Page 10 of 10
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CUMBERLAND LAW JOURNAL
32 SOUTH BEDFORD STREET
CARLISLE, PA 17013
Tele: (717)249-3166 Fax:(717)249-2663
July 26, 2013
Cumberland Law Journal is published every Friday by the Cumberland County
Bar Association and is designated by the Court of Common Pleas as the official legal
publication for Cumberland County and the legal newspaper for publication of legal
notices.
TO: Bradley L. Griffie, Esquire
RE: Robert J. Hollis Estate
Legal advertisements must be received by Friday Noon. All legal advertising
must be paid in advance. Make all checks payable to: Cumberland Law Journal.
------------------------------------------------------------------
Advertisement inserted on following dates:
July 12, July 19, and July 26, 2013
Advertising Cost $ 75.00
Proof of Publication $ 0.00
Second Proof Request $ 0.00
Payment received $ 75.00
-------------
Total Amount Due $ 0.00
Becky H. Morgenthal, Executive Director
PROOF OF PUBLICATION
State of Pennsylvania, County of Cumberland
Jackie Cox,Director of Sales 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 131h,
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):
Tuly 2,9,16,2013
COPY OF NOTICE OF PUBLICATION
Affiant further deposes that he/she is not
EXECUTOWSMPjjCg
interested in the subject matter of the
'.Lette.rs Testamenlary.odthe Estate of ROBERT J.HOLLIS,late of Upper
A116riTowhship,Cumberlind-County,Pennsylvania.deceased,'have been aforesaid notice or advertisement,and that
grantidtothe undersigned. I . - ":' �-- .' "
all allegations in the foregoing statement as
Ali,pera6h.'66.ftiq themselves to be,indebted to said Estate will make
"I�,4 payment immediately,and those having claims will present iherri for to time,place and character of publication
t.l.r.ttl6mentlo:_ , --i`, .: .,. ' .' , �'� 1. 1. I
are'true.
Alin E.Glog4r,Ex6cutor'
A
do-Br&dley L.Griffis,Esquire
GIRIFFIE&ASSOCIATES',,
' / �
200 Noith Hanover Street c 9
Carlisle,PA 17013,
Sworn to and subscribed before me this
d 111U-A �0
M
Notaif Public
My commission expires:
COMMONWEALTH OF PENNSYLVANIA
Notarial Seal
Bethany M.Holtry,Notary Public
Carlisle Boro,Cumberland County
My Commission Expires Sept 26,2015
MEMBER,PENNSYLVANIA ASSOCIATION OF NOTARIES
COURT OF COMMON PLEAS OF
CUMBERLAND COUNTY
ORPHANS'COURT DIVISION
IN THE MATTER OF ROBERT J. HOLLIS
FIRST ACCOUNT OF ALAN E. GLOGER, EXECUTOR
UNDER THE WILL OF ROBERT J. HOLLIS
NUMBER 21-13-0707
NOTICE TO PARTIES IN INTEREST
Notice is hereby given that the Executor of the above captioned Estate has filed a
First Account and Statement of Proposed Distribution with the Clerk of the Orphans'
Court of Cumberland County, Pennsylvania, and the Audit thereon shall be before the
Court on the 3rd day of March, 2015, at 9:30 a.m., in Courtroom No. 1, Cumberland
County Courthouse, One Courthouse Square, Carlisle, Pennsylvania, 17013.
If you have any objection to any transaction or matter involving the Estate, you
must file with the Clerk of the Orphans' Court objections thereto in writing prior to
Audit, or appear in person or by legal counsel and present your objections to the Court at
Audit.
If you fail to present objections, the Court may assume you have no objection to
the Account and Statement of Proposed Distribution. You are not required to appear if
you have no objections.
A copy of the Account and Statement of Proposed Distribution is attached hereto;
and if not attached, it is available for your examination at the Register of Wills Office,
Cumberland County Courthouse.
Respectfully submitted,
DATE: Qct
r rif , Esquire
or f etitioner
Supreme Court ID No. 34349
2Q0 North Hanover Street
Carlisle, PA 17013
(717) 243-5551.
(800) 347-5552
Petition for Adjudication
Robert J. Hollis
Attachment to No. 8:
Robert J. Hollis, Jr.
PO Box 332
Claremont, VA 23899
Alan E. Gloger
814 Kenneth Place S.E.
Leesburg, VA 20175
In re: IN THE COURT OF COMMON PLEAS
CUMBERLAND COUNTY, PENNSYLVANIA
Estate of Robert J. Hollis, ORPHAN'S COURT DIVISION
late of Township of Upper Allen No. 201')-0707
Cumberland County, Pa., deceased PA No. 21-13-0707
FIRST AND FINAL
ACCOUNT OF
Alan E. Gloger,Executor
Estate of Robert J. Hollis
late of the Township of Upper Allen, Cumberland County
Pennsylvania, deceased
CERTIFICATE OF CLERK
The above Account was filed on 2015, last advertised July 26, 2013,
according to law, and is presented herewith to the Court of Common Pleas, Orphans' Court Division for
confirmation.
Date
Clerk
ORDER OF COURT
2015, no exceptions or objections having been filed to the account
or to the proposed schedule of distribution, the within account and schedule of distribution are
confirmed and distribution is directed in accordance with the schedule of distribution.
BY THE COURT,
J.
Date of Death: 06/10/2013
Gross value of estate: $291,624.62
Distribution amount of estate: $185,643.19
Last advertising: July 26, 2013
2q it(02q. 62.
In the Court of Common Pleas of Cumberland County, Pennsylvania
Orphans' Court Division
File No. 21-13-0707
Estate of Robert J. Hollis, Deceased
Late of Township of Upper Allen
First and Final Account
Alan E. Gloger, Executor
Date of Death: 06/10/2013
Date of Incapacity, if any: None
Date of Executor's Appointment: 06/25/2013
Date of First Complete Advertisement: 07/12/2013
Accounting for the period: 06/10/2013 to 01/15/2015
Purpose of Account: Alan E. Gloger, Executor, offers this Account to acquaint interested parties with
the transactions that have occurred during the Administration.
It is important that the Account be carefully examined. Requests for additional information or questions
or objections can be discussed with:
Bradley L. Griffie
Griffie &Associates, P.C.
200 North Hanover Street
Carlisle, PA 17013
717-243-5551
Supreme Court I.D. No. 34349
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SUMMARYOF ACCOUNT
Estate of Robert J. Hollis, Deceased
For the period of June 10, 2013 through January 15, 2015
PAGES
PRINCIPAL
Receipts: This Account A 292,954.29
Net Gain (or Loss) on Sales
or Other Dispositions B -1,329.67
Less Disbursements: C 291,624.62
Debts of Decedent 6,211.31
Funeral Expenses 10,810.24
Administration Expenses 22,812.84
Federal, State& Local Taxes 52,147.04
Commissions 0.00
Fees 14,000.00
Family Exemption 0.00 105,981.43
Balance Before Distributions 185,643.19
Transfer to(from) Principal TP 0.00
Distributions to Beneficiaries D 151,485.00
Principal Balance on Hand PBOH 34,158.19
For Information:
Investments Made
Changes in Holdings F
INCOME
Receipts This Account 0.00
Net Gain (or Loss) on Sales 0.00
or Other Dispositions 0.00
Less Disbursements 0.00
Balance Before Distributions 0.00
Transfer to (from) Income TI 0.00
Distributions to Beneficiaries 0.00
Income Balance on Hand 0.00
For Information:
Investments Made
Changes in Holdings
COMBINED BALANCE ON HAND CBOH 34,158.19
Signature
Verification
SCHEDULE A
RECEIPTS OF PRINCIPAL
Assets Listed in Inventory Fiduciary
(Valued as of Date of Death) Acquisition
Value
Cash
2012 Personal Federal Income Tax Refund 1,066.00
2013 Federal Income Tax Refund 87.00
Ameriprise final distribution 708.08
Ameriprise Financial(Transfer on Death)- 9,998.68
Basic Brokerage Account No.XXXXXXXXX4 3 133
Janus Investment Account-Transfer on Death 8,512.70
Account-
Account No.XX/XXXXX2170
Merrill Lynch Wealth Management Investment- 207,445.85
Account No.XXXX1132
PA Turnpike Commission - 9.74
(Refund of Easypass Account Overpayment)
Unum Life Ins. Co.of America Refund 1,286.79
Vanguard - 13,607.70
Account No.XXXX-XXXXXXX8543
Total Cash 242,722.54
Personal Property
1991 Fleetwood Mobile Home/Motor Home 35,000.00
2007 Toyota Camry 6,375.00
Gross Personal Property Auctioned 4,270.50
Personal Property Appraised 3,110.00
Total Personal Property 48,755.50
Stocks/Listed
Alcatel-Lucent Stocks- 56.39
(31 Shares x$1.819)
Walmart, Inc.Stocks- 1,419.86
(18.744 shares x$75.75/share)
Total Stocks/ Listed 1,476.25
Total Receipts 292,954.29
A-1
SCHEDULE A
RECEIPTS OF PRINCIPAL
Continued
Fiduciary
Acquisition
Value
Total Receipts of Principal 292,954.29
A-2
SCHEDULE B
GAINS AND LOSSES ON SALES OR OTHER DISPOSITIONS - PRINCIPAL
Gain Loss
06/10/2013 Merrill Lynch Wealth Management Investment
Net Proceeds -1,380.08
Fiduciary Acquisition Value 0.00 -1,380.08
06/10/2013 Vanguard
Net Proceeds 4.83
Fiduciary Acquisition Value 0.00 4.83
04/29/2014 Alcatel-Lucent Stocks
Net Proceeds 45.58
Fiduciary Acquisition Value 0.00 45.58
TOTAL GAINS AND LOSSES/PRINCIPAL 50.41
LESS LOSS -1,380.08
NET GAIN OR LOSS -1,329.67
B-1
SCHEDULE C
DISBURSEMENTS OF PRINCIPAL
Debts of Decedent
Brandon Merritts Landscaping & Supplies (mowing)
06/27/2013 280.00
280.00
H.T. Treadway, Inc.
07/23/2013 209.98
(Pest services)
209.98
Holy Spirit Hospital (Medical)
06/27/2013 29.75
29.75
Massey Services, Inc.
05/07/2013 Pest Prevention for RV 30.00
30.00
PPL Electric Utilities
08/26/2013 73.80
73.80
Refund of overpayment to PSERS
10/03/2013 4,903.92
4,903.92
T-Mobile(Final billing]
07/30/2013 194.11
194.11
C-1
SCHEDULE C
DISBURSEMENTS OF PRINCIPAL
Continued
Verizon
09111/2013 49.77
49.77
West Shore EMS-BLS
08/27/2013 439.98
439.98
Total Debts of Decedent 6,211.31
Funeral Expenses
Malpezzi Funeral Home
06127/2013 10,810.24
10,810.24
Total Funeral Exuenses 10,810.24
Administration Expenses
2013-2014 Fiduciary Income Tax due
07131/2014 905.00
905.00
2013 Personal Income Tax due
07/31/2014 268.00
268.00
American Reliable Ins Co. (Motor home insurance)
01/29/2014 779.92
C-2
SCHEDULE C
DISBURSEMENTS OF PRINCIPAL
Continued
779.92
B&R Locksmithing
06/04/2013 (Change locks at residence) 348.00
348.00
Bouder's Trash Removal & Hauling Svcs.
08/27/2013 1,275.00
Trash removal at residence
1,275.00
Brandon Merritts Landscaping and Supplies
10/31/2013 1,085.00
1,085.00
Broker's Commission for Sale of Mobile Home (Florida)
04/24/2014 2,450.00
2,450.00
Cohick&Associates. P.C. (Professional Services)
07131/2014 1,975.00
(2013-2014 Personal &Fiduciary Returns)
1,975.00
Credit to Purchasers of Mobile Home Due to Misunderstandings in Negotiations
04/24/2014 250.00
250.00
Cumberland Law Journal (Advertising)
06/27/2013 75.00
75.00
C-3
SCHEDULE C
DISBURSEMENTS OF PRINCIPAL
Continued
Dennis Zerbe. Tax Collector
11/25/2013 2,159.40
(2013 Cumberland County Real Estate Tax)
2,159.40
H&T Treadway. Inc. (Pest Services)
06/10/2013 104.94
104.94
Legal Fees and Costs to Bryan & Haar
12/16/2013 1,233.75
(Legal Fees and costs in SC ancillary estate)
(Real Estate)
1,233.75
Lil Wonders Cleaning
07/30/2013 Cleaning to prepare home for sale 280.00
280.00
Maintenance of Florida Property pending sale
04/24/2014 4,985.40
Harbor Lakes(lot rent)-$4,708.65
Florida Power& Light(electricity) -$206.23
Encore Harbor Lake(water)-$70.52
4,985.40
Misc. out-of-pocket expenses of Executor
06/10/2013 160.97
(Overnight mail, postage,faxing,etc.)
160.97
C-4
SCHEDULE C
DISBURSEMENTS OF PRINCIPAL
Continued.
Nationwide Insurance
08/27/2013 97.67
(Homeowner's insurance pending sale)
97.67
Orrstown Bank(bank fees)
04/22/2014 50.00
50.00
Personal Property Auction Costs
08/27/2013 1,574.67
1,574.67
PPL Electric Utilities
10/11/2013 233.97
(Cumberland County Real Estate)
233.97
Probate Fees
10/30/2013 1,608.50
1,608.50
Roof Repairs to Mobile Home Prior to Sale
04/23/2014 100.00
100.00
Rowe's Auction Service
07/18/2013 (Personal property appraisal) 85.00
85.00
C-5
SCHEDULE C
DISBURSEMENTS OF PRINCIPAL
Continued
Shipley Energy
01/20/2014 7.33
7.33
The Sentinel (Advertising)
08/06/2013 1168.30
168.30
United Water
10/31/2013 30.68
(Cumberland County Real Estate)
30.68
Upper Allen Township (sewer)
11/08/2013 112.00
112.00
UPS Overnight Fees
06/10/2013 40.77
40.77
Waccamaw Insurance Services Inc.
12/19/2013 329.54
Homeowner's Insurance(S.C. Property)
329.54
York Waste Disposal
07/19/2013 39.03
39.03
Total Miscellaneous Administrative Expenses 22,812.84
C-6
SCHEDULE C
DISBURSEMENTS OF PRINCIPAL
Continued
Federal, State, and Local Taxes
Inheritance Ta
06/10/2013 52,147.04
52,147.04
Total Taxes 52,147.04
Fees
Griffie&Associates, P.C. (Estimated final)
01/1512015 14,000.00
14.000.00
Total Fees 14,000.00
TOTAL DISBURSEMENTS OF PRINCIPAL 105,981.43
C-7
SCHEDULE D
DISTRIBUTIONS OF PRINCIPAL
06/10/2013 Alan E.Gloger(2007 Toyota Camry) 8,375.00
07/03/2013 Alan E. Gloger(Personal Property-Appraised) 3,110.00
09/09/2013 Alan E.Gloger(Distribution) 100,000.00
12/02/2013 Robert Hollis,Jr. (Distribution) 7,500.00
04/23/2014 Alan E.Gloger(Distribution) 32,500.00
151,485.00
TOTAL DISTRIBUTIONS TO BENEFICIARIES 151,485.00
D-1
PRINCIPAL BALANCE ON HAND
Current Value Fiduciary
01/15/2015 Acquisition
# Units Description or as Noted Value
ach
Orrstown Bank -107,311.10 -107,311.10
Total Cash -107,311.10 -107,311.10
Assets
1991 Fleetwood Mobile Home/Motor Home 35,000.00
2007 Toyota Camry 6,375.00
2012 Personal Federal Income Tax Refund 1,066.00
2013 Federal Income Tax Refund 87.00
Alan E. Gloger(2007 Toyota Camry) -8,375.00
Alan E.Gloger(Distribution) -132,500.00
Alan E.Gloger(Personal Property-Appraised) -3,110.00
Alcatel-Lucent Stocks 56.39
Ameriprise final distribution 708.08
Ameriprise Financial (Transfer on Death) 9,998.68
Gross Personal Property Auctioned 4,270.50
Janus Investment Account-Transfer on Death Account 8,512.70
Merrill Lynch Wealth Management Investment 207,445.85
PA Turnpike Commission 9.74
Personal Property Appraised 3,110.00
Robert Hollis,Jr. (Distribution) -7,500.00
Unum Life Ins. Co.of America Refund 1,286.79
Vanguard 13,607.70
Walmart, Inc.Stocks 1,419.86
Total Assets 141,469.29
-107,311.10 34,158.19
PBOH-1
COMBINED BALANCE ON HAND
Current Value Fiduciary
01/15/2015 Acquisition
# Units Description or as Noted Value
Cash
Orrstown Bank -107,311.10 -107,311.10
Total Cash -107,311.10 -107,311.10
Assets
1991 Fleetwood Mobile Home/Motor Home 35,000.00
2007 Toyota Camry 6,375.00
2012 Personal Federal Income Tax Refund 1,066.00
2013 Federal Income Tax Refund 87.00
Alan E.Gloger(2007 Toyota Camry) -8,375.00
Alan E.Gloger(Distribution) -132,500.00
Alan E. Gloger(Personal Property-Appraised) -3,110.00
Alcatel-Lucent Stocks 56.39
Ameriprise final distribution 708.08
Ameriprise Financial(Transfer on Death) 9,998.68
Gross Personal Property Auctioned 4,270.50
Janus Investment Account-Transfer on Death Account 8,512.70
Merrill Lynch Wealth Management Investment 207,445.85
PA Turnpike Commission 9.74
Personal Property Appraised 3,110.00
Robert Hollis,Jr.(Distribution) -7,500.00
Unum Life Ins. Co.of America Refund 1,286.79
Vanguard 13,607.70
Walmart, Inc.Stocks 1,419.86
Total Assets 141,469.29
-107,311.10 34,158.19
CBOH-1
PROPOSED DISTRIBUTIONS TO BENEFICIARIES
Current Value Fiduciary
01/15/2015 Acquisition
or as noted Value
TO:
Alan E. Gloger 34,158.19
34,158.19
Total 34,158.19
PD-1
In the Court of Common Pleas of Cumberland County, Pennsylvania
Orphans' Court Division
File No. 21-13-0707
Estate of Robert J. Hollis, Deceased
Signature
o�,
Alan E. Gloger, Executor
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In the Court of Common Pleas of Cumberland County, Pennsylvania
Orphans' Court Division
File No. 21-13-0707
Estate of Robert J. Hollis, Deceased
Verification
Alan E. Gloger, Executor under the Last Will and Testament of Robert J. Hollis, Deceased, hereby
declares under oath that he/she has fully and faithfully discharged the duties of his/her office; that
the foregoing Account is true and correct and fully discloses all significant transactions occurring
during the accounting period; that all known claims against the Estate have been paid in full; that,
to his/her knowledge, there are no claims now outstanding against the Estate; that all taxes
presently due from the Estate have been paid; and that the grant of Letters Testamentary and the
first complete advertisement thereof occurred more than four months before the foregoing
Account.
This statement is made subject to penalties of 18 Pa. C.S.A. Section 4904 relating to unsworn
falsification to authorities.
Dated: lJ
Alan E. Gloger, Executor
I hereby certify that written notice of the filing of this Account, and of the date, time and place when
the same will be presented to the Court for confirmation and of the last day to file written objections
to said Account, has been given to every unpaid claimant and to every other person known to the
accountant to have or claim an interest in the estate as creditor, beneficiary, heir, or next of kin.
riffie, Esquire