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HomeMy WebLinkAbout05-12-15 DECEDENT'S ESTATE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA ORPHANS' COURT DIVISION C-r'l r�ri m C) _3 _ � rn ESTATE OF HARRY E. HAMSHER, JR. , DECEASED . --1 No. 21-14-0097 v ' ; co s— _9 PETITION FOR ADJUDICATION/ STATEMENT OF PROPOSED DISTRIBUTION PURSUANT TO Pa. O.C. Rule 6.9 This form may be used in all cases involving the Audit of the Account of a Decedent's Estate. If space is insufficient, riders may be attached. Attach the spouse's election, if any; the papers required under items 8-19 inclusive; and any instrument pertinent to the adjudication. INCL UDE ATTACHMENTS AT THE BACK OF THIS FORM. Name of Counsel: Richard C. Snelbaker Supreme Court I.D. No.: 6355 Name of Law Firm: Snelbaker& Brenneman, P.C. Address: 44 West Main Street, Mechanicsburg, PA 17055 Telephone: 717-697-8528 Fax: 717-697-7681 Form OC-01 rev. 10.13.06 Page I of 10 Estate of HARRY E. HAMSHER, JR. , Deceased 1. Name(s) and address(es) of Petitioner(s): Nance: Gail H.True,Executrix Address: 1107 Baldwin Street Mechanicsburg,PA 17055 Identify any executors or administrators who have not joined in the Petition for Adjudication and Statement of Proposed Distribution and state reason: None Is this the first accounting by this fiduciary? . . . . . . . . . . . . . . . . . . . . . 0 Yes 0 No If not, identify prior accountings, the accounting periods covered, and the date of adjudication of the prior accounting. 2. Decedent d ied on 01/21/2014 Letters Testamentary or El Letters of Administration were granted to Petitioner(s) on 01/31/2014 Date of Will (if applicable): 07/10/2006 Date(s) of Codicil(s) (if applicable): N/A Date of probate (if different from date Letters granted): same as above Was a bond required?E]Yes M No If yes, state amount: Are proofs of advertising of the grant of Letters attached? . . . . . . . . . 3 Yes El No Dates of advertising of the grant of Letters: Cumberland Law Journal, February 21, 28, March 7, 2014 &The Sentinel, February 10, 17, 24, 2014 Form OC-01 rev./0.!3.06 Page 2 of 10 f Estate of HARRY E. HAMSHER, JR. , Deceased 3. Was decedent survived by a spouse? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . DYes RINo If yes, name of the surviving spouse: 4. Has the surviving spouse filed to take an elective share? . . . . . . . . . . . . . El Yes 0 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): N/A 6. Did decedent marry after execution of Will or Codicil(s)? . . . . . . . . . . . El Yes 0 No Were any children born to decedent after execution of Will or Codicil(s)? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 0 Yes 0 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. § 14.12, was a request for a statement of claim sent to the Department of Public Welfare? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . [Z]Yes No Foran OC-01 rev. 10.13.06 Page 3 of 10 Estate of HARRY E. HAMSHER, JR. , 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 Partv in Interest I Relationship and Comments,ifany I Interest See Accounting Form OC-01 rev. 10.13.06 Page 4 of 10 Estate of HARRY E. HAMSHER, JR. , Deceased Name and Address o/Each Party in Interest I Relationship and Comments.if any I Interest B. Identify each party who is not sui juris(e.g., minors or incapacitated persons). For each such party, give date of birth,the name of each Guardian and how each Guardian was appointed. If no Guardian has been appointed, identify the next of kin of such party, giving the name, address and relationship of each. N/A C. State why a Petition for Guardian/Trustee Ad Litem has or has not been filed for this Audit (see Pa. O.C. Rule 12.4). N/A D. If distribution is to be made to the personal representative of a deceased party, state date of death, date and place of grant of Letters and type of Letters granted. N/A Form OC-01 rev. /0.!3.06 Page 5 of 10 Estate of HARRY E. HAMSHER, JR. Deceased 10. Other than the claim for the family exemption, list the names of all known claimants and the amount of their claims and state whether each claim is admitted. Name and Address of Each Claimant Amount of Claim claim Will Claim Admitted? Be Paid In Full? None []Yes El Yes [:]No E]No E]Yes El Yes E]No E]No E]Yes El Yes E]No ONo E]Yes El Yes No E]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? . . . . . ... . . . . . . . . . . . . . . . . . . . . . . . . . MYes RINo Was family exemption allowed? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . E]Yes V1No Family exemption claimant's name and relationship: Name: Relationship: Form OC-01 rev. 10,13.06 Page 6 of 10 Estate of HARRY E. HAMSHER, JR. , 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 4/17/14 195,000.00 8/28/14 12,800.24 2/12/15 445.01 Refund received 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: N/A B. Has notice of the question requiring adjudication been given to the parties identified in Paragraph 9 above? . . . . . . . . . . . . . . . . . . 0 Yes 0 No 15. If Petitioner(s) has/have knowledge that a share has been assigned, renounced, disclaimed or attached, provide a copy of the assignment, renunciation, disclaimer or attachment, together with any relevant supporting documentation. N/A Form OC-01 rev. 10.13.06 Page 7 of 10 Estate of HARRY E. HAMSHER, JR. , Deceased 16. Had the decedent been adjudicated an incapacitated person? . . . . . . . . . . El Yes [✓ 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. N/A B. Has notice of the additional receipts and disbursements been given to the parties identified in Paragraph 9 above? . . . . . . . . . . . . . 0 Yes El No 18. If a reserve is requested, state amount and purpose. Amount: 3,000.00 P:npose: filing fees, accountant fees and other miscellaneous costs associated with the administration of the decedent's estate 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? . . . . . . . . . . . . . . . . . . . . :. . . . . . . . . . . . . . . . . . . MYes No If so, attach a copy of the notice. 19. Is the Court being asked to direct the filing of a Schedule of Distribution? . . . . . . . . . . . . . . . . . . . . . . . . . . `DYes ONo As to real estate only? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . DYes [Z]No Form OC-0/ rev. 10.13.06 Page 8 of 10 Estate of HARRY E. HAMSHER, JR. , 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 See Accounting B. Principal: Proposed Distributee(s) Amount/Proportion See Accounting Submitted .By: (All petitioners must sign. Add additional lines if necessary): Aa 71- T,,,.e. <Sx e c i,4t i X Name of Petitioner: Gail H. True, Executrix Name of Petitioner: Form OC-01 rev. 10.13.06 Page 9 of 10 Estate of HARRY E. HAMSHER, JR. , Deceased Verification of Petitioner (Verification must be by at least one petitioner.) The undersigned hereby verifies * [that he/she she is title Executrix of the above-named name ofcorporallon Estate of Harry E. Hamsher, Jr. 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). JC/G2t� lnu eXeCiw' rl& 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. 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 aforesaid, being duly sworn, according to law, deposes and says that the Cumberland Law Journal, a legal periodical published in the Borough of Carlisle in the County and State aforesaid, was established January 2, 1952, and designated by the local courts as the official legal periodical for the publication of all legal notices, and has, since January 2, 1952, been regularly issued weekly in the said County, and that the printed notice or publication attached hereto is exactly the same as was printed in the regular editions and issues of the said Cumberland Law Journal on the following dates, viz: February 2 1, February 28, and March 7, 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 —,,Lisa Marie Coyne,Pd7itor SWORN TO AND SUBSCRIBED before me this 7 dayof March, 2014 Harnsher, Harry E.,Jr., dec'd. Notary Late of Monroe Township, Executrix: Gail H. True, 1107 Baldwin Street, Mechanicsburg, PA 17055. Attorneys: Snelbaker & Brenne- man P.C. 44 West main Street, 1101*f.,`:,It',L SEP,!- P.O.Box 318,Mechanicsburg,PA 8. 1 into' iir PROOF OF PUBLICATION State of Pennsylvania, C01.111ty 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): February 10, 17,24, 2014. COPY OF NOTICE OF PUBLICATION EXECUTRIX NOTICE Affiant further deposes that he/she is not Letters Testamentary on the Estate'of HARRY E.HAMSHER,JR.,deceased, interested in the subject matter of the late of Monroe Township,Cumberland County,Pennsylvania,have been granted to the undersigne& aforesaid notice or advertisement, and that All persons knowing-themsehies to be indebted to said Estate wilt make all allegations in the foregoing statement as payment immediately,and those having claims will present them for settlement to: to time, place and character of publication Gail H.Trueare true. 1107 Baldwin Street Macho icsburg,PA 17055 Executrix n x- SNELBAKER&BRENNEMAN,P.C. 44 West Main Street P.O.Box 318 Mechanicsburg,PA 17055-0318 Attorneys Sworn to and subscribed before me this j V U Notaryublic My commission expires: CCJlA1-1 )1NW-:ALTl-1 OF PEN!%tiSYLVANIA Not,irial 5:n!! Bethany Pl. *,ba140tarY Public n-norland Courty P1} Cin?mission EVIrcs Sept.26,2015 's 1. pennsylvania DEPARTMENT OF PUBLIC WELFARE February 12, 2014 SNELBAKER & BRENNEMAN P C RICHARD C SNELBAKER ESQUIRE 44 W MAIN ST MECHANICSBURG PA 17055 Re: Hary Hamsher SSN: ###-##-0357 Dear Attorney Snelbaker: Pursuant to your letter dated February 04, 2014, the Department's, Estate Recovery Program, has reviewed the information you provided regarding the above-referenced individual. It has been determined that this.individual did not receive any type of assistance during the questioned period. Therefore, according to the information you provided, the Department's Estate Recovery Program will not seek any recovery from this estate. If your client applied for Medical Assistance and had an application and/or hearing pending at the time of death, please advise us and provide any additional information that may affect a recovery by our Department. Thank you for your cooperation in this matter. If you have any questions, please contact me. Sincerely r Vince A. Porter Recovery Section Manager (717)772-6604 Bureau of Program Integrity Division of Third Party Liability i Recovery Section PO Box 8486 1 Harrisburg, Pennsylvania 17105-8486 SNELBAKER BRENNEMAN, P.C. A PROFESSIONAL CORPORATION ATTORNEYS AT LAW 44 WEST MAIN STREET MECHANICSBURG, PENNSYLVANIA 17055 KEITH O.BRENNEMAN P.O.BOX 318 RICHARD C.SNELBAKER-OF COUNSEL 717-697-8528 FACSIMILE(717)697-7681 May 12, 2015 TO: New Hope Mission Certified Mail No. Attention: Molly Helmstetter 7010 1670 0001 0650 3364 ,Director of Development 211 South Baltimore Street P.O. Box 448 Dillsburg, PA 17019-0448 Mechanicsburg Area Meals-On-Wheels Certified Mail No. P.O. Box 1093 7010 1670 0001 0650 3371 Mechanicsburg, PA 17055 Bethesda Mission Certified Mail No. Attention: Scott Dunwoody 7010 1670 0001 0650 3388 P.O. Box 3041 Harrisburg, PA 17105 Salvation Army Certified Mail No. Attention: Richard D. Allen 7010 1670 0001 0650 3395 440 West Nyack Road P.O. Box C-635 West Nyack, NY 10994-1739 Salvation Army Certified Mail No. Attention: Major John Griner 7010 1670 0001 0650 3401 P.O. Box 61798 Harrisburg, PA 17106 Messiah College Certified Mail No. Attention: Jon C. Stuckey 7010 1670 0001 0650 3418 Office of Development One College Avenue Suite 3013 Mechanicsburg, PA 17055 Wesley Affiliated Services, Inc. Certified Mail No . Asbury Foundation 7010 1670 0001 0650 3425 Attention: Dori Hocker .Donor Relations Manager 325 Wesley Drive Mechanicsburg, PA 17055 SNELBAKER.8 BR-ENNEMAN, P.C. Estate Harry E. Hamsher, Jr. May 12, 2015 Page 2 Messiah Lifeways at Messiah Village Certified Mail No. Attention: Gift Development 7010 1670 0001 0650 3432 100 Mt . Allen Drive Mechanicsburg, PA 17055 First United Methodist Church Certified Mail No. Of Mechanicsburg 7010 1670 0001 0650 3449 135 West Simpson Street Mechanicsburg, PA 17055 Robert E. Hamsher Certified Mail No. 167 Brindle Road 7010 1670 0001 0650 3456 Mechanicsburg, PA 17055 Dennis J. Hamsher Certified Mail No. . 1128 Dry Powder Circle 7010 1670 0001 0650 3463 Mechanicsburg, PA 17050 Sandria E. Beam Certified Mail No. 25 Forrester Place 7010 1670 0001 0650 3470 Palm Coast, FL 32137 Marlene E. Wilson Certified Mail No. P.O. Box 1 7010 1670 0001 0650 3487 Trenton, TN 38382 Eileen L. Elliott Certified Mail No. 33 Laneview-Concord Road 7010 1670 0001 0650 3494 Trenton, TN 38382-9498 Commonwealth of Pennsylvania Certified Mail No. Office of the Attorney General 7010 1670 0001 0650 3517 Charitable Trust Organization Section Strawberry Square, 14th Floor Harrisburg, PA 17120 Gail H. True 1107 Baldwin Street Mechanicsburg, PA 17055 SNELBAKER& BRENNEMAN, P.C. Estate Harry E. Hamsher, Jr. May 12, 2015 Page 3 Re: Estate of Harry E. Hamsher, Jr. , Deceased Estate No. 21-14-0097 NOTICE TO PARTIES IN INTEREST The undersigned, as Attorney for Gail H. True, Executrix of the Estate and under the Last Will and Testament of Harry E. Hamsher, Jr. , Deceased, hereby gives notice to each of the above named persons pursuant to Rule 6. 3 of the Pennsylvania Supreme Court Orphans' Court rules as follows : 1 . She has filed this date in the office of the Clerk of Orphans ' Court and Register of Wills of Cumberland County, Pennsylvania, at Carlisle, PA, the First and Final Account of her administration as such Executrix, together with a Statement of Proposed Distribution and the Petition for Adjudication, true copies of which are enclosed herewith. 2 . Said Account and Statement will be presented to a judge of the Orphans ' Court Division of the Cumberland County Court of Common Pleas at the Cumberland County Court House, 1 Court House Square, Carlisle, PA 17013, on June 16, 2015 at 9: 30 o ' clock A.M. , prevailing time, at which time said Account will be confirmed and distribution ordered in accordance with said Statement of Proposed Distribution unless written objections are filed prior thereto. 3 . You have the right to file written objections to said Account and Statement prior to the confirmation as scheduled above . Very truly yours, Richard C. Snelbaker RCS: sks Enclosures SNELBAKER BRENNEMAN, P.C. A PROFESSIONAL CORPORATION ATTORNEYS AT LAW 44 WEST MAIN STREET MECHANICSBURG, PENNSYLVANIA 17055 KEITH O.BRENNEMAN P.O.BOX 318 RICHARD C.SNELBAKER-OF COUNSEL 717-697-8528 FACSIMILE(717)697-7681 May 12, 2015 Commonwealth of Pennsylvania Office of the Attorney General Charitable Trust Organization Section Strawberry Square, 14th Floor Harrisburg, PA 17.120 Re: .Estate of Harry E. Hamsher, Jr. , Deceased Estate No. 21-14-0097 (Cumberland County) Gentlemen: This notice is given by the undersigned as Attorney for Gail H. True, Executrix in the above Estate pursuant to Rule No. 5 . 5 of the Pennsylvania Orphans' Court Rules . This notice follows the several lettered paragraphs of said Rule to the extent .relevant . a. Caption: Estate of Harry E. Hamsher, Jr. , Deceased Estate No. 21-14-0097, Register of Wills and Orphans' Court Division of the Court of Common Pleas of Cumberland County. b. Nature of Proceeding: First and Final Account by Executrix of Decedent' s Estate. C. Court Proceeding: The Orphans' Court Division of the Court of Common Pleas of Cumberland County will confirm said Account and order distribution in accordance with the Statement of Proposed Distribution (unless objections/exceptions are filed prior thereto) on June 16, 2015, at 9 : 30 o' clock A.M. , prevailing time at the Cumberland County Court House, 1 Courthouse Square, Carlisle, PA 17013 . d. Name of Decedent: Harry E. Hamsher, Jr . , deceased, late of Monroe Township, Cumberland County, Pennsylvania (1404 West Lisburn Road, Mechanicsburg, PA 17055) . SNELBAKER 8 BRENNEMAN, P.C. Estate Harry E. Hamsher, Jr. May 12, 2015 Page 2 e. Will : Copy of Will is enclosed. f. Identity of Charity: New Hope Mission 211 South Baltimore Street P.O. Box 448 Dillsburg, PA 17019-0448 Mechanicsburg Area Meals-On-Wheels P.O. Box 1093 Mechanicsburg, PA 17055 Bethesda Mission P.O. Box 3041 Harrisburg, PA 17105 Salvation Army 440 West Nyack Road P.O. Box C-635 West Nyack, NY 10994-1739 Salvation Army P.O. Box 61798 Harrisburg, PA 17106 Messiah College One College Avenue Suite 3013 Mechanicsburg, PA 17055 Wesley Affiliated Services, Inc. Asbury Foundation 325 Wesley Drive Mechanicsburg, PA 17055 Messiah Lifeways at Messiah Village 100 Mt . Allen Drive Mechanicsburg, PA 17055 First United Methodist Church of Mechanicsburg 135 West Simpson Street Mechanicsburg, PA 17055 L SNELBAKER 8 BRENNEMAN, P.C. Estate Harry E. Hamsher, Jr. May 12, 2015 Page 3 g. Interests of Charity: The charity identified in f. above will receive its proportionate share of the residue of the Decedent' s Estate as contained in the Decedent' s Last Will and Testament . h. Nature of Interests : Present (not future) interests . i . No unresolved claims or interpretations . j . Executrix Gail H. True, 1107 Baldwin Street, Mechanicsburg, PA 17055 . k. Counsel : Snelbaker & Brenneman, P.C. , 44 West Main Street, Mechanicsburg, PA 17055 . 1 . No counsel has appeared for the charity. Enclosed is a true copy of the First and Final Account, Statement of Proposed Distribution, Petition for Adjudication and Will . V r truly _yours, �r Richard C. Snelbaker RCS : sks Enclosures cc: Gail H. True IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PA. ORPHANS'COURT DIVISION FILE NO: 21-14-0097 FIRST AND FINAL ACCOUNT OF Gail H.True, Executrix For ESTATE OF HARRY E. HAMSHER, JR. Social Security#: 204-03-0357 Tax ID#: 46-7272992 Date of Death: January 21, 2014 Date of Incapacity, if any: None Date of Executrix Appointment: January 31, 2014 Date of First Complete Advertisement: February 10, 2014 Accounting for the period: January 21, 2014 to April 29, 2015 Purpose of Account: Gail H. True, Executrix, offers this Account to acquaint interested parties with the transactions that have occurred during her Administration. It is important that the Account be carefully examined. Requests for additional information, questions or objections can be discussed with: Richard C. Snelbaker Snelbaker& Brenneman, P.C. 44 West Main Street Mechanicsburg, PA 17055 Phone#: 717-697-8528 Supreme Court I.D. No: 06355 C) x co F is t LAW OFFICES •... F--�co SNELBAKER& BRENNEMAN, P.C. Page 1 ` . SUMMARY OF ACCOUNT ±�RIl@CIPAL. PAGE Receipts 3 $1.070.18114 Net Gain onSales orDisposition 3 '210143 Less Disbursements: Debts ofDecedent 3 1.813.06 Funeral Expenses 3 4`218.00 Administration Expenses 3&4 8.727.56 Family Exemption 4 0.00 Federal, State& Local Taxes 4 212.483.24 Fees and Commissions 4&5 7502079 30314285 Balance before Distributions $ 1.6O4.Q37.O0 Distributions toBeneficiaries 5 0.00 Principal Balance onHand $ 1.G84.O37.OS For Information: Investments Made 6 � Changes inHoldings 0 UV{%}K0E Receipts 6 $ 11.38025 Less Disbursements 8 Balance before Distributions $ 11,16761 Distributions to Beneficiaries 8 Income Balance onHand $ 11.167.01 COMBINED BALANCE ON HAND Listing ofunpaid creditors: 7 Persons interest in the Distribution o{Estate 7&8 Proposed Statement of Distribution S Affidavit/Verification 10 LAW OFFICES swsLa^xsx& BnswwEw^w. F!C. PRINCIPAL RECEIPTS Assets Listed on Inventory per copy of attached: $1,969,146.12 (Valued as of Date of Death) ADJUSTMENTS TO INVENTORY 9/22/2014 Allied Irish Bank, 277 shares of common stock valued 590.01 at$2.13 per share SUBSEQUENT RECEIPTS 2/12/2015 PA Department of Revenue, refund on Inheritance Tax 445.01 TOTAL PRINCIPAL RECEIPTS $1,970,181.14 PRINCIPAL GAINS OR LOSSES ON SALES OR OTHER DISPOSITIONS GAIN LOSS 2/18/2014 Deutsche Asset&Wealth Management ,loss $ 125.84 on account#262021485 2/22/2014 T. Rowe Price Services, Inc., loss 311.87 on account#522681450-9 2/24/2014 Comcast, gain on sale of 150 shares common stock $ 228.00 2/24/2014 Banco Santander, loss on sale of 1,008 shares 202.51 shares of common stock 3/1/2014 Frontier Communications, loss on sale 31.18 of 195 shares of common stock 3/1/2014 Verizon, loss on sale of 816 shares of 1,419.84 common stock 9/4/2014 Allied Irish Bank, loss on sale of 277 238.19 shares of common stock TOTAL GAINS AND LOSSES $ 228.00 $ 2,329.43 LESS LOSS -2,101.43 NET GAIN/LOSS TRANSFERRED TO SUMMARY $ (2,101.43) DISBURSEMENTS OF PRINCIPAL DEBTS OF DECEDENT 1/16/2014 East Pennsboro Ambulance Service, ambulance $ 85.50 3/1/2014 Verizon, phone service 15.71 3/3/2014 Met-Ed, electric service 96.11 4/14/2014 Mary A. Murray,Tax Collector, real estate taxes 1,615.74 $ 1,813.06 FUNERALEXPENSES 2/17/2014 Rolling Green Cemetery, interment fee $ 1,045.00 2/17/2014 Malpezzi Funeral Home, funeral services 3,173.00 $ 4,218.00 ADMINISTRATION EXPENSES 2/18/2014 Eichelbergers, Inc.,water pump turned off $ 35.50 2/18/2014 Gail True, reimburse for following expenses: 599.66 a. Jeffrey's Flowers,funeral flowers 84.75 b. Wegmans Catering Service 85.32 funeral luncheon c. Rev. Mike Minnix, pastoral services 100.00 d. Nick Werner, organist 75.00 e. David Nesmith, sound technician 75.00 f. Purchase cat foot,trash bags& 46.03 plastic tubs g. Met-Ed, electric service 50.39 LAW OFFICES h. Postage fees 63.17 SNELBAKER& i. WDAC,funeral luncheon servers 20.00 $ 635.16 BRENNEMAN, P.C. FORWARD $ 6,666.22 Page 3 DISBURSEMENTS OF PRINCIPAL CONTINUED FORWARD $ 6,666.22 ADMINISTRATION EXPENSES-CONTINUED 2/24/2014 Marlene& Robert Wilson, Christmas gift 100.00 2/28/2014 First United Methodist Church, sanctuary flowers 25.00 3/24/2014 Bob Hamsher, snow removal (3 times) 180.00 4/9/2014 G&R Westbrook Well Drilling, Inc.,well repairs 735.50 4/10/2014 Keystone Oil, heating oil 5.67 4/15/2014 Joe Kostelac, remove concrete& rock 874.41 to hide well casing 4/18/2014 Met-Ed, electric from 4/18/14 to date of sale 40.53 4/19/2014 Gail True, reimburse for following expenses: 965.86 a. Batteries plus, battery replacement 41.33 b. Annual Christmas Dinner 335.45 c. Giant, cat food &trash bags 18.78 d. Staples, copies of auction sale papers 5.30 e. Hamilton &Musser,tax preparation 565.00 4/25/2014 Bob Hamsher, battery for lawn mower 33.91 4/26/2014 David Hamsher, help for preparation of auction 315.00 4/26/2014 Brian Hamsher, help for preparation of auction 45.00 4/26/2014 Gail True, pay 7 auction helpers 140.00 4/28/2014 AAA, car plate returned 7.00 8/27/2014 Register of Wills, additional probate fee 50.00 8/27/2014 Snelbaker& Brenneman, P.C., reimburse for costs: 1,574.52 a. Register of Wills, probate fee $1,236.50 b. Cumberland Law Journal, advertising $75.00 c. The Sentinel, advertising $233.02 d. Register of Wills, short certificates $30.00 The following items will be paid upon confirmation of the Accounting: Reserve for filing fees, accountant fees and other 3,000.00 miscellaneous costs associated with the administration of the estate $ 8,092.40 FAMILY EXEMPTION NONE $0.00 $0.00 FEDERAL, STATE& LOCAL TAXES 4/17/2014 Register of Wills,Agent, PA Inheritance Tax $ 195,000.00 8/28/2014 Register of Wills, Agent, PA Inheritance Tax 12,800.24 3/18/2015 PA Department of Revenue, 2014 Fiduciary Tax 220.00 3/18/2015 United States Treasury, 2014 Fiduciary Tax 4,413.00 3/18/2015 PA Department of Revenue, 2014 Individual Tax 30.00 $ 212,463.24 FEES AND COMMISSIONS 2/24/2014 Comcast Corp, commission&fees on stock sale 41.00 2/24/2014 Banco Santander, commission&fees on stock sale 130.96 2/24/2014 S.W. Barrett Real Estate, appraisal fee $ 750.00 3/1/2014 Frontier Communications, commission&fees $ 38.40 on stock sale 3/1/2014 Verizon, commission&fees on stock sale $ 112.92 3/10/2014 Mumma's Jewelry Store, appraisal fee 50.00 4/30/2014 Jones& Martin Auctions LLC,fees and commission 6,311.75 on sale of household goods LAW OFFICES 4/28/2014 Settlement fees on sale of real estate 6,760.00 SNELBAKER& a. Transfer tax 6,750.00 - BRENNEMAN, P.C. b. Tax Certification 10.00 14,195.03 FORWARD $ 241,416.89 Page 4 DISBURSEMENTS OF PRINCIPAL CONTINUED FORWARD $ 241,416.89 FEES AND COMMISSIONS-CONTINUED 8/27/2014 Snelbaker& Brenneman, P.C., attorney 7,113.25 services from 1/28/14-8/21/14 9/4/2014 Allied Irish Banks,fee on stock sale 13.85 3/28/2015 Gail True, reimburse for accountant fee paid 912.24 to Hamilton&Musser for tax preparation and postage to mail taxes The following items will be paid upon confirmation of the Accounting: Snelbaker& Brenneman, P.C., attorney services from 1,303.50 9/2/2014 to present&costs advanced to Register of Wills Gail H.True, Executrix Commission 52,382.92 $ 61,725.76 TOTAL DISBURSEMENTS OF PRINCIPAL $ 303,142.65 DISTRIBUTIONS OF PRINCIPAL TO BENEFICIARIES NONE $0.00 TOTAL DISTRIBUTIONS OF PRINCIPAL TO BENEFICIARIES $0.00 PRINCIPAL BALANCE ON HAND FIDUCIARY VALUE AT ACQUISITION 4/29/15 VALUE Real Estate Property known and numbered as 1404 West Lisburn Road $0.00 $ 676,923.44 Mechanicsburg, PA 170555 Bonds Savings Bonds,total of 7 EE bonds 0.00 29,154.88 Cash/Personalty 2005 Ford Ranger Super Cab, Kelley Blue Book value 14,782.00 14,782.00 Household Goods 537.00 52,208.25 Cash 1,717,472.09 1,078,278.91 Common Stocks Banco Santander, 1,008 shares common stock 0.00 9,162.72 Comcast Corporation, 150 shares common stock 0.00 8,053.50 Frontier Communications, 195 shares common stock 0.00 947.70 Verizon, 816 shares common stock 0.00 39,029.28 Mutual Funds Deutsche Asset&Wealth Management, mutual bond funds 0.00 40,993.39 T. Rowe Price, equity income investment account 0.00 19,612.05 * 'Less items listed on pages four and five which will be -56,686.42 paid upon confirmation of the Accounting LAW OFFICES TOTAL PRINCIPAL BALANCE ON HAND $1,676,104.67 $ 1,969,146.12 . SNELBAKER& BRENNEMAN, P.C. Page 5 INFORMATION SCHEDULES PRINCIPAL INVESTMENTS MADE NONE $0.00 CHANGES IN PRINCIPAL HOLDINGS NONE $0.00 RECEIPTS OF INCOME 1/31/2014 Mid Penn Bank, checking account#18049338 $ 7.75 2/11/2014 Member's 1st Federal Credit Union, Certificate of Deposit, interest 81.83 2/11/2014 Deutsche Asset&Wealth Management, dividend 76.17 2/11/2014 Verizon, dividend 432.48 2/11/2014 Comcast, dividend 58.50 2/24/2014 Banco Santander, dividend 326.64 4/14/2014 Member's 1 st Federal Credit Union, Certificate of Deposit#246324-56 109.72 4/30/2014 Member's list Federal Credit Union, interest 0.14 10/16/2014 Orrstown Bank, Certificate of Deposit,#4000045650 358.59 12/4/2014 Member's 1 st Federal Credit Union, Certificate of Deposit#246324-43 321.56 2/6/2015 Mid Penn Bank, Certificate of Deposit#309003167 619.00 3/13/2015 Integrity Bank, Certificate of Deposit#1054274 627.81 3/19/2015 Orrstown Bank, Certificate of Deposit,#4000046341 &4000046842 761.61 3/19/2015 Mid Penn Bank, Certificate of Deposit#309003189 521.97 3/19/2015 Integrity Bank, Certificate of Deposit#1037630 226.52 3/19/2015 Member's 1st Federal Credit Union, Certificate of Deposit#246324-44 1;039.39 3/19/2015 Member's 1st Federal Credit Union, Certificate of Deposit#246324-45 200.23 3/19/2015 Member's 1 st Federal Credit Union, Certificate of Deposit#246324-47 422.38 3/19/2015 Member's 1st Federal Credit Union, Certificate of Deposit#246324-49 442.33 3/19/2015 Fulton Bank, Certificate of Deposit#328-0203422 499.77 3/18/2015 Fulton Bank, Certificate of Deposit#328-0328116 309.34 3/19/2015 Fulton Bank, Certificate of Deposit#328-0328190 442.31 3/19/2015 Fulton Bank, Certificate of Deposit#000-0475878 130.81 3/19/2015 Fulton Bank, Certificate of Deposit#000-0475625 362.54 3/19/2015 Fulton Bank, Certificate of Deposit#000-0475729 258.96 3/19/2015 Fulton Bank, Certificate of Deposit#000-0475738 155.49 3/20/2015 Fulton Bank, checking account#3622-32638 15.18 4/21/2015 PNC Bank,estate checking account, interest to 4/21/15 429.12 4/29/2015 M&T Bank, estate checking account, interest from opening to 02/27/15 2,122.11 TOTAL RECEIPTS OF INCOME $ 11,360.25 DISBURSEMENTS OF INCOME 1/31/2014 PNC Bank,checking account#5140277573, adjustment for $ 0.07 accrued interest at death of death not paid at closing 2/14/2014 Comcast, dividend payment stopped 29.25 3/6/2014 Banco Santander, dividend paid in error 163.32 TOTAL DISBURSEMENTS OF INCOME $ 192.64 DISBURSEMENTS OF INCOME TO BENEFICIARIES NONE $0.00 TOTAL DISBURSEMENTS OF INCOME TO BENEFICIARIES $0.00 LAW OFFICES SNELBAKER& BRENNEMAN, P.C. Page 6 UNPAID CREDITORS: NONE "* PERSONS INTERESTED IN DISTRIBUTION OF ESTATE: 1. New Hope Mission Attention: Molly Helmstetter Director of Development 211 South Baltimore Street P.O. Box 448 Dillsburg, PA 17019-0448 2. Mechanicsburg Area Meals-on-Wheels P.O. Box 1093 Mechanicsburg, PA 17055 3. Bethesda Mission Attention: Scott Dunwoody P.O. Box 3041 Harrisburg, PA 17105 4. Salvation Army Attention: Richard D.Allen 440 West Nyack Road P.O. Box C-635 West Nyack, NY 10994-1739 Salvation Army Harrisburg Attention: Major John Griner P.O. Box 61798 Harrisburg, PA 17106 5. Messiah College Attention: Jon C. Stuckey Office of Development One College Avenue Suite 3013 Mechanicsburg, PA 17055 6. Wesley Affiliated Services, Inc./Asbury Foundation Attention: Dori Hocker Donor Relations Manager 325 Wesley Drive Mechanicsburg, PA 17055 7. Messiah Lifeways at Messiah Village Attention: Gift Development 100 Mt. Allen Drive Mechanicsburg, PA 17055 8. First United Methodist Church of Mechanicsburg 135 West Simpson Street Mechanicsburg, PA 17055 LAW OFFICES SNELBAKER& 9• Gail H.True BRENNEMAN, P.C. 1107 Baldwin Street Mechanicsburg, PA 17055 Page 7 10. Robert E. Hamsher 167 Brindle Road Mechanicsburg, PA 17055 11. Dennis J. Hamsher 1128 Dry Powder Circle Mechanicsburg, PA 17050 12. Sandria E. Beam 25 Forrester Place Palm Coast, FL 32137 13. Marlene E.Wilson P.O. Box 1 Trenton,TN 38382 14. Eileen L. Elliott 33 Laneview-Concord Road Trenton,TN 38382-9498 LAW OFFICES SNELBAKER& , BRENNEMAN, P.C. Page 8 PROPOSED DISTRIBUTION TO BENEFICIARIES Gail H.True, Executrix and Accountant herein, proposes to distribute the balance of the Estate of Harry E. Hamsher, Jr., Deceased, to wit: $ 1,676,104.67 in accordance with the Last Will and Testament of said Decedent as follows: 1. New Hope Mission 1%of net distributable estate per Item Second of Will $ 16,761.05 2. Mechanicsburg Area Meals-on-Wheels 1% of net distributable estate per Item Third of Will $ 16,761.05 3. Bethesda Mission 1%of net distributable estate per Item Fourth of Will $ 16,761.05 4. Salvation Army- Harrisburg and Carlisle Facilities 1% of net distributable estate per Item Fifth of Will $ 16,761.05 5. Messiah College 4%of net distributable estate per Item Sixth of Will $ 67,044.19 6. Wesley Affiliated Services, Inc./Asbury Foundation 2%of net distributable estate per Item Seventh of Will $ 33,522.09 7. Messiah Lifeways at Messiah Village 3%of net distributable estate per Item Eighth of Will $ 50,283.14 8. First United Methodist Church of Mechanicsburg 10%of net distributable estate per Item Ninth of Will $ 167,610.47 9. Gail H.True 25%of residue per Item Eleventh-A of Will $ 322,650.15 10. Robert E. Hamsher 25%of residue per Item Eleventh-B of Will $ 322,650.15 a. Items purchased at public auction, In-Kind $ 390.00 b. Cash $ 322,260.15 11. Dennis J. Hamsher 25%of residue per Item Eleventh-C of Will $ 322,650.15 a. Items purchased at public auction, In-Kind $ 147.00 b. 2005 Ford Ranger, In-Kind $ 14,782.00 c. Cash $ 307,721.15 12. Sandria E. Beam 8.3333%of residue per Item Eleventh-D of Will $ 107,550.05 13. Marlene E.Wilson 8.33331/6 of residue per Item Eleventh-D of Will $ 107,550.04 14. Eileen L. Elliott LAW OMCES 8.3333% of residue per Item Eleventh-D of Will $ 107,550.04 SNELBAKER& TOTAL DISTRIBUTION: BRENNEMAN. P.C. $ 1,676,104.67 Page 9 AFFIDAVIT/VERIFICATION GAIL H. TRUE, Executrix under the Last Will and Testament of HARRY E. HAMSHER, JR., Deceased hereby declares under oath that she has fully and faithfully discharged the duties of her office;that the foregoing First and Final Account is true and correct and fully discloses all significant transactions occurring during the accounting period;that all known claims against the Estate have been paid in full;to her knowledge,there are no claims outstanding against the Estate;that all taxes presently due from the Estate have been paid; and that the grant of Letters Testamentary and the first complete advertisement thereof occurred more than four months before the filing of the foregoing First and Final Account. This statement is made subject to penalties of 18 pa. C.S.A. Section 4904 relating to unsworn falsification to authorities. �y )y /l, c E x fjr i X (Tail H.True, Executrix Dated: Subscribed and sworn to by Gail H.True before me this ri443 day of May, 2015 Notary Public COMMONWEALTH OF PENNSYLVANIA Notarlal Seal Sandra K.Showers,Notary Public Mechanicsburg Baro,Cumberland County Gommisslon Bzpires Nov.22,2015 MEMBER,PENNON OF NOTARI LAW OFFICES SNELBAKER& _ BRENNEMAN, P.C. , Page 10 (;UHY INVENTORY REGISTER OF WILLS OF_Cumberland COUNTY, PENNSYLVANIA COM MON WE.A LTH OF PENNSYLVANIA 1SS 21-14-0097 COUNTY 01" Cumberland File Number Gail H. True, Executrix Personal Representative(s)of the Estate of Harry E. Harsher,Jr. deceased,depose(s)and say(s)that the items appearing in the following inventory include all of the personal assets wherever situate. and all ofthe real estate in the Commonwealth of Pennsylvania ofsaid Decedent,that the valuation plLacecl opposit&&ch iter said inventory represents Its fair value as of.'the date of the decedent's death, and that Decedent own iii n real estate outmT"f the Commonwealth of Pennsylvania except that which appears in a memorandum at the end of this inv tw. =D G:) C> C= C> CO I verify that the statements made in this Inven- r— m tory are true and correct. I understand that false state- e-4,h-T_71,1�m al 1 11. True, Executri,,xfn - C) nle!)t-S herein, are made SI.IbieCt to the newilties of 1.107 Baldwin Street 18 Pa.C.S. § 4904 relating to unsworn falsification to Meclianicsburg, PA r705-51 authorities. cc) m _j Attornev-- (A"611770 Richard C.Sn.elbaker, Esquire (Supi-eme C&qp LD. No.qW55W (Add,e,$) 44 West Main Street, Mechanicsburg, PA 17055 (Telej)17011e) 717-697..8528 DATE OF DEATH LAST RESIDENCE DECEDENT'S SOC.SM NO. 01/21/2014 1404 West Lisburn Road, Monroe Twp., Mechanicsburg,PA 17055 204-03-0357 FIGURES MUST BE TOTALCD 1. property known and numbered as )404 West Lisburn Road,Monroe Township,Cumberland 676,923.44 County, Mechanicsburg, PA 17055,sale value 2. Banco Sandtander. 1.008 shares of common stock valued at$9.09 per share 9,162,72 3. Comcast Corporation, 150 shares of common stock valued at $53.69 per share 8,053.50 4. Deutsche Asset& Weatlh Managcment,Mutual bond funds,account 4262021485 40,993.39 5. Frontier Communications, 195 shares of common stock Value(]at$4.86 per share 947,70 6. Savings bonds consisting of EE bonds with face value of'S5,000.00 each and 3 EE 29,154.88 bonds with 111ce Value OFS 100.00 CaCll. 7. T. Rowe Price Services, Inc.,equity income investment account#522681450-9 containing 191612.05 599.757 shares valued at$32.70 per share 8. Verizon,816 shares ol'cornmon stock Valued at$47.83 per share 39,029.28 9, 2005 Ford Ranger SLIpff Cab, Kelley Blue Book value 14,782.00 10. American General Life Insurance Company,refund due the decedent on long term care policy 2,101.77 11. COLIntryWay Insurance Company, refund due (lie decedent on homeowner's insurance 265.00 12. Cumberland County Tax Bureau, tax refund due the decedent 44.00 13. Fulton Bank,certificate of deposit aCCOL1111 4000-0475625 52,206.07 Total carried from page two 1,075,870.32 (Attach a(lifitional sheets as neetletl) TOTAL: 1,969,146.12 NO II- Hic ,memorandum ofreol CSWIC OMSI& the ('0111tllomvca101 of Penns'vivania may. at the election ol'the personal repiesenuitive include the v-alutc, of each ItClfl.hal such Ik-Wres should not IV ONtended into dic total ol'tlic Inventor (See '0 Pei,C.S. 3.30/(b)) Varna RIV-09 ivv. 10.13.06 ESTATE OF HARRY E. HANISHER, JR. INVENTORY-CONTINUED 14. Fulton Bank, certificate of deposit account #000-0475729 $ 31,943.74 15. Fulton Bank, certificate of deposit account #000-0475738 $ 19,182.15 16. Fulton Bank, checking account #3622-32638 $ 37,958.83 17. Fulton Bank, certificate of deposit account #000-0475878 $ 16,136.00 18. Fulton Bank, certificate of deposit account 4328-0203422 50,724.98 19. Fulton Bank, certificate of deposit account 4328-0328116 38,159.05 20. Fulton Bank, certificate of deposit account #3)28-03)28190 54,562.08 21. Highmark, refund due the decedent on health insurance policy 586.29 22. Household goods sold at public auction $ 52,20825 23. Integrity Bank, certificate of deposit account #1037630 $ 19,493.71 24. Integrity Bank, certificate of deposit account #1054274 $ 49,111.26 25. Members First Federal Credit Union, savings account 9246324-00 $ 26.22 26. Members First Federal Credit Union, certificate of deposit $ 41,388.33 account 4246324-43 27. Members First Federal Credit Union, certificate of deposit $ _71,958.21 account 4246324-44 28. Members First Federal Credit Union, certificate of deposit $ 12,830.55 account #246324-45 29. Members First Federal Credit Union, certificate of deposit $ 27,067.75 account #246324-47 .30. Members First Federal Credit Union, certificate of deposit $ 28,345.26 account #246324-49 31. Members First Federal Credit Union, certificate of deposit $ 51,978.82 account #246324-56 32. Mid Penn Bank, money market account #18049338 $ 69,914.49 33. Mid Penn Bank, certificate of deposit account #309003167 $ 66,054.46 34. Mid Penn Bank, certificate of deposit account #309003189 $ 50,1143.01 35. Nationwide Mutual Insurance Company, refund due the $ 289.00 decedent on auto insurance 36. Orrstown Bank, certificate of deposit account #4000045650 $ 76,337.57 37. Orrstown Bank, certificate of deposit account 94000046341 $ 35,133,85 38. Orrstown Bank, certificate of deposit account 94000046842 $ 50,089.66 39. PA Department of Revenue, refund due the decedent on 2013) $ 229.00 income tax 40. PNC Bank, N.A., checking account -9-5140277573 $ 118,500.17 41. Refund due the decedent on seed order from Ronald Souder $ 4,014.00 42. United States Treasury, refund due the decedent on 2013) $ 1,278.00 Federal Income tax return 43. Growmark FS, L.I-C, refund due the decedent for fertilizer $ 135.97 44. Penn Waste. Inc., refund due the decedent $ 63.00 45. Dish Network, refund due the decedent $ 12.84 46. Consumer Reports, magazine Subscription refund due the decedent $ 4.00 47. Successful Farming, magazine Subscription refund due the decedent $ 9.82 TOTAL CARRIED FORWARD TO PAGE ONE: 51,075,870.32