HomeMy WebLinkAbout06-01-15 FIRST AND FINAL ACCOUNT OF
JENNIFER GOODYEAR,ADMINISTRATRIX FOR
THE ESTATE OF BENJAMIN S. PETERS, JR.,DECEASED
OF CUMBERLAND COUNTY -NO. 2012-01101
Date of Death: September 26, 2012
Date of Administratrix' Appointment: October 10, 2012
The Estate advertisements were in the following publications on the following dates:
A. Cumberland Law Journal:
10/26/2012
11/2/2012 c?
11/9/2012 ? + �'
B. The Sentinel: '
10/16/2012 t
10/23/2012 , -V =;
10/30/2012 --
Accounting for the Period: From October 10, 2012 to May 19, 2015.
Purpose of Account: Jennifer Goodyear, Administratrix, offers this account to acquaint interested parties._
with the transactions that have occurred during her administration.
The Account also indicates the proposed distribution.
It is important that the account be carefully examined. Requests for additional information or questions or
objections can be discussed with:
Kendra A. Mohr, Counsel
Pannebaker&Mohr, P.C.
4000 Vine Street, Suite 101
Middletown, PA 17057
(717) 944-1333
1
SUMMARY OF ACCOUNT
Principal Receipts
Receipts/Assets $ 606,422.12
Add: Income 17,550.00
Total Assets $ 623,972.12
Less Disbursements:
Debts of the Decedent $ 2,269.43
Administration and
Funeral Expenses 51,191.22
Federal and State Taxes 26,663.00
Fees 23,000.00
Total Disbursements - 103,123.65
Balance Before Distributions/Transfers $ 520,848.47
Distributions
Advanced Distributions to Heirs . - 478,000.00
Balance After Advanced Distributions $ 42,848.47
Reserved cash for filing fee,
Balance of Administratrix fee
and Attorney fee. - 14,820.96
Balance Before Distributions $ 28,027.51
Distribution to Beneficiaries - 28,027.51
Balance After Distributions $ 0.00
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RECEIPTS/ASSETS
10/22/2012 PSECU accounts $ 214,278.84
10/29/2012 PSECU IRA 8,262.99
11/20/2012 PSECU 5.00
1/10/2013 Nationwide refund 96.40
1/28/2013 AAA refund 17.76
3/1/2013 Ohio National- life insurance 50,437.83
7/18/2013 Sale of 1999 Toyota Camry 3,500.00
7/18/2013 Emergency Assistance Plus Program
Insurance refund 62.79
1.2/23/2013 PA Department of Revenue
Inheritance Tax refund 3,850.54
6/18/2014 Proceeds of personal property
Auction 21,521.50
6/18/2014 Proceeds of personal property
Auction 184.00
8/21/2014 Proceeds of Sale of 3814 Lamp
Post Lane, Hampden Twp 163,151.58
9/5/2014 American Modern Select
Homeowners Ins refund 626.51
10/20/2014 Comcast refund 24.72
11/14/2014 PA American Water refund 8.70
2/20/2015 Donegal Insurance Group
Homeowners Ins refund 182.00
4/30/2015 PA Inheritance Tax Refund 1,210.96
3
---------- 3025 Columbia Avenue,
Camp Hill, PA- appraised value 139,000.00
TOTAL ASSETS $ 606,422.12
INCOME
10/24/2012 John Jungren- September rent $ 650.00
10/26/2012 John Jungren- October rent 650.00
11/21/2012 John Jungren-November rent 650.00
12/21/2012 John Jungren- December rent 650.00
1/10/2013 John Jungren- January rent 650.00
3/1/2013 John Jungren-February rent 650.00
.3/27/2013 John Jungren- March rent 650.00
5/8/2013 John Jungren- April rent 650.00
5/30/2013 John Jungren- May rent 650.00
.6/17/2013 John Jungren- June rent 650.00
8/27/2013 John Jungren- July rent 650.00
8/27/2013 John Jungren- August rent 650.00
9/27/2013 John Jungren- September rent• 650.00
11/15/2013 John Jungren- October rent 650.00
11/25/2013 John Jungren-November rent 650.00
12/23/2013 John Jungren-December rent 650.00
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1/21/2014 John Jungren- January rent 650.00
3/4/2014 John Jungren- February rent 650.00
3/4/2014 John Jungren- March rent 650.00
4/29/2014 John Jungren- April rent 650.00
6/18/2014 Jolu-1 Jungren-May rent 650.00
6/18/2014 John Jungren- June rent 650.00
7/17/2014 John Jungren- July rent 650.00
8/14/2014 John Jungren- August rent 650.00
9/5/2014 John Jungren- September rent 650.00
10/20/2014 John Jungren- October rent 650.00
11/14/2014 John Jungren-November rent 650.00
TOTAL INCOME $ 17,550.00
DEBTS
10/23/2012 PPL Electric $ 248.23
10/23/2012 Toolman Lawn Care Service 360.00
10/23/2012 Hampden Township 155.05
10/23/2012 PA American Water 57.56
10/23/2012 Vector Security 120.89
10/23/2012 Penn Waste, Inc. (rental) 45.75
10/23/2012 Internists of Central PA 10.00
11/2/2012 PSECU-Visa 14.95
5
11/7/2012 PSECU- Social Security reclamation 1,007.00
1/9/2013 Debra K. Wallet, Esq.-
Payment for work done on Reba
Peters Estate during Benjamin's
lifetime 250.00
TOTAL DEBTS $ 2,269.43
ADMINISTRATION AND FUNERAL EXPENSES
10/9/2012 Register of Wills-probate fee $ 393.50
10/11/2012 Recorder of Deeds- copies 12.75
10/12/2012 Cumberland Law Journal 75.00
10/18/2012 PSECU- copies of statements 25.00
10/23/2012 Rolling Green Cemetery 995.00
10/23/2012 Jennifer Goodyear-maintenance
Expense 88.97
10/23/2012 Myers Hamer Funeral Home 3,996.00
10/24/2012 Register of Wills- short certificate 4.00
10/29/2012 Check order 42.64
11/2/2012 Home Inspection 450.00
11/7/2012 Leffler Energy- furnace replacement
downpayment (rental) 975.00
11/13/2012 Register of Wills- short certificates 16.00
11/14/2012 The Sentinel- legal notice 221.40
6
11/21/2012 Borough of Camp Hill
Sewer(rental) 165.00
11/21/2012 PA American Water 82.66
11/21/2012 Donegal Insurance Group
Homeowners insurance 365.50
11/21/2012 Verizon 97.96
11/21/2012 Comcast 233.69
11/21/2012 Georgianne Bordner(reimburse
Comcast bill paid) 475.25
12/3/2012 Register of Wills- copies 18.50
12/21/2012 PPL Electric 44.21
12/21/2012 Toolman Lawn Care 45.00
12/21/2012 Vector Security 119.10
12/21/2012 Comcast 99.99
12/21/2012 Michael Langan, Treasurer
School Tax Lamp Post Ln 2,186.80
1/10/2013 Comcast 46.38
1/10/2013 Penn Waste, Inc. (rental) 41.55
1/10/2013 Toolman's Lawn Care 45.00
1/11/2013 Register of Wills 15.00
1/28/2013 PSERS 123.09
1/28/2013 PA American Water 2.27
1/28/2013 Hampden Twp sewer/trash 155.05
1/28/2013 Leffler Energy 379.90
7
3/1/2013 Borough of Camp Hill
Sewer(rental) 169.50
3/1/2013 Comcast 46.38
3/1/2013 PPL 159.04
3/1/2013 Tax Claim Bureau (rental) 2,210.36
3/27/2013 PA American Water 19.71
3/27/2013 Vector Security 119.10
3/27/2013 Comcast 46.38
3/27/2013 Leffler Energy 1,044.14
3/27/2013 Penn Waste, Inc. (rental) 41.55
3/27/201.3 PPL 42.23
3/27/2013 Michael Langan, Treasurer 559.16
4/9/2013 H&R Block- 2012 personal income
tax return preparation 320.00
4/9/2013 John Jungren- reimburse
Gran-U-Lawn(rental) 47.67.
4/9/2013 PA American Water 19.71
5/8/2013 Borough of Carnp Hill(rental) 165.00
5/8/2013 PA American Water - 19.99
518/2013 Hainpden Township 155.05
5/8/2013 Comcast. 92.76
5/8/2013 PPL 43.29
5/8/2013 Donegal Insurance Group
8
(rental) 622.00
5/30/2013 John Jungren- reimburse
expenses (rental) 172.05
5/30/2013 PPL 44.46
5/30/2013 Comcast 46.38
5/30/2013 Vector Security 119.10
5/30/2013 American Modern Select Ins. 636.00
6/17/2013 John Jungren-reimburse
Gran-U:Lawn (rental) 47.67
6/17/2013 Eric Morrow- grass cutting 190.00
6/17/2013 PA American Water 19.78
6/17/2013 Perm Waste,.Inc. (rental) 41.55
6/17/2013 Comcast 54.33
6/17/2013 York Waste Disposal
Dumpster 39.08
6/17/2013 PPL 52.87
6/19/2013 Clauser Real Estate Appraisals 750.00
6/24/2013 Register of Wills- additional
probate fee and filing fees 180.00
7/18/2013 Michael Langan, Treasurer 2,005.36
7/18/2013 Janet L. Miller, Tax Collector
(rental) 1,941.29
7/18/2013 Eric Morrow- grass cutting 180.00
7/18/2013 PA American Water 19.78
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7/18/2013 American Modern Select Ins. 641.00
7/18/2013 Hampden Township 170.56
7/18/2013 PPL 100.02
8/27/2013 Borough of Camp Hill (rental) 165.00
8/27/2013 PA American Water 20.76
8/27/2013 Eric Morrow- grass cutting 180.00
8/27/2013 Comcast 46.38
8/27/2013 PPL 105.77
9/27/2013 Vector Security 119.10
9/27/2013 Penn Waste, Inc. (rental) 41.55
9/27/2013 PA American Water 20.04
9/27/2013 York Waste Disposal- dumpster 357.26
9/27/2013 Eric Morrow- grass cutting 225.00
9/27/2013 Comcast 92.76
9/27/2013 PPL 81.54
9/27/2013 American Modern Select Ins. 636.00
10/9/2013 HRB Tax Group, Inc.
Fiduciary income tax return prep. 400.00
10/10/2013 PA American Water 19.81
10/10/2013 Eric Morrow- grass cutting 180.00
10/1.0/2013 Hampden Township 155.05
10/10/2013 Comcast 46.38
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11/15/2013 Eric Morrow- grass cutting 180.00
11/15/2013 Leffler Energy- furnace 725.00
1.1/15/2013 Leffler Energy- oil 454.17
11/15/2013 PA American Water 20.20
11/15/2013 PPL 57.84
11/15/2013 Borough of Camp Hill (rental) 165.00
11/25/2013 PPL 49.95
11/25/2013 Eric Morrow- grass cutting 45.00
11/25/2013 Leffler Energy- new furnace
(rental) 2,825.00
11/29/2013 check order 47.44
12/23/2013 Leffler Energy- oil 51.8.62
12/23/2013 PPL 58.79
12/23/2013 American Modern Select Ins. 636.00
12/23/2013 Comcast 46.38
12/23/2013 Penn Waste, Inc. (rental) 41.55
1/21/2014 Hampden Township 155.05
1/21/2014 PPL 62.45
1/21/2014 Chris Burrows- snow removal 200.00
1/21/2014 PA American Water 41.08
1/21/2014 Comcast 46.38
1/21/2014 Leffler Energy- oil 348.87
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3/4/2014 Borough of Camp Hill (rental) 165.00
3/4/2014 PPL 62.93
3/4/2014 Chris Burrows- snow removal 300.00
3/4/2014 Comcast 57.60
3/4/2014 Penn Waste, Inc. (rental) 41.55
3/4/2014 Leffler Energy 1,362.88
3/4/2014 Vector Security 241.77
3/4/2014 PA American Water 42.32
3/4/2014 Jennifer Goodyear- reimburse
batteries for security system 16.95
3/4/2014 Michael Langan, Tax Collector 573.89
3/4/2014 Tax Claim Bureau (rental) 899.23
3/4/2014 check fee (cashier's check) 10.00
4/29/2014 Comcast 96.20
4/29/2014 American Modern Select Ins. 629.00
4/29/2014 PA American Water 41.61
4/29/2014 Leffler Energy 314.91
4/29/2014 PPL 89.28
4/29/2014 Hampden Township 155.05
4/29/2014 John Jungren- reimburse expenses
(rental) 72.33
4/29/2014 Borough of Camp Hill (rental) 165.00
4/29/2014 Donegal Insurance Group (rental) 656.00
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r4/29/2014 Diane Neiper, Tax Collector(rental) 806.68
4/29/2014 Postage 5.39
5/28/2014 Register of Wills- short certificates 10.00
6/18/2014 Jennifer Goodyear-reimburse
Auction expenses 359.37
6/18/2014 Eric Morrow- grass cutting 180.00
6/18/2014 PA American Water 22.85
6/18/2014 Vector Security 142.67
6/18/2014 PPL 107.83
6/18/2014 Comcast 111.70
6/18/2014 Penn Waste, Inc. (rental) 41.55
6/18/2014 John Jungren-reimburse
Gran-U-Lawn (rental) 63.86
6/18/2014 Postage 3.43
7/17/2014 Eric Morrow- grass cutting 180.00
7/17/2014 American Modem Seledt
-Insurance Company(Lamp Post) 636.00
7/17/2014 PA American Water 24.93
7/17/2014 Republic Services-,dumpster. 660.73
7/17/2014 Comcast 57.60
7/17/2014 Diane Neiper, Tax Collector
Columbia Ave 2,029.06
8/14/2014 Republic Services- dumpster 266.71
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8/14/2014 PA American Water 21.14
8/14/2014 PPL Electric 114.64
8/14/2014 Eric Morrow- grass cutting 180.00
8/14/2014 Comcast 48.10
8/14/2014 Borough of Camp Hill 165.00
8/18/2014 check order 51.66
8/21/2014 Samantha Goodyear- auction
preparation 546.00
8/21/2014 Joshua Goodyear- auction
preparation 602.00
8/21/2014 Terry Goodyear- auction
Preparation 378.00
9/5/2014 Penn Waste, Inc. (rental) 41.55
9/5/2014 PA American Water 20.50
9/5/2014 Eric Morrow- grass cutting 135.00
9/5/2014 PPL Electric 85.46
10/8/2014 HRB Tax Group Inc.
Fiduciary income tax returns 500.00
10/8/2014 Register of Wills- filing fee
Supplemental inheritance tax return 30.00
10/20/2014 John Jungren- reimburse maintenance
expense (rental) 14.68
10/27/2014 Borough of Camp Hill- sewer 165.00
12/16/2014 John Jungren- return sec. deposit 650.00
5/19/2015 HRB Tax Group Inc.
14
Final fiduciary income tax returns 690.00
TOTAL ADMINISTRATIVE AND FUNERAL EXPENSES $51,191.22
FEDERAL AND STATE TAXES
12/6/2012 Register of Wills, Agent
PA Inheritance Tax payment $ 25,000.00
4/9/2013 PA Department of Revenue
2012 personal income tax 76.00
4/9/2013 US Treasury
2012 personal income tax 1,490.00
10/9/2013 PA Department of Revenue
Fiduciary income tax 44.00
10/8/2014 PA Department of Revenue
Fiduciary income tax 19.00
5/19/2015 PA Department of Revenue
Fiduciary income tax 34.00
.TOTAL TAXES $ 26,663.00
FEES
5/8/2013 Pannebaker&Mohr, P.C.-
Payment toward attorney fee $ 5,000.00
8/27/2013 Pannebaker &Mohr, P.C.-
Payment toward attorney fee 3,000.00
3/5/2014 Pannebaker&Mohr, P.C.-
Payment toward attorney fee 3,000.00
8/21/2014 Jennifer Goodyear-
Payment toward administrator fee 9,000.00
8/21/2014 Pannebaker&Mohr, P.C.
15
Payment toward attorney fee 3,000.00
TOTAL FEES $ 23,000.00
ADVANCE DISTRIBUTIONS
10/22/2014 Jennifer Goodyear- partial
distribution $ 139,000.00
10/24/2014 Deed to Estate of Steven Bordner:
3025 Columbia Avenue,
Camp Hill, PA- appraised value 139,000.00
10/24/2014 Jennifer Goodyear-partial
distribution 100,000.00
10/24/2014 Estate of Steven Bordner-
partial distribution 100,000.00
TOTAL ADVANCE DISTRIBUTIONS $ 478,000.00
RESERVED FOR ADMINISTRATION EXPENSES AND FEES
Register of Wills—
Filing Fee for First & Final
Account &Releases $ 40.00
Jennifer Goodyear
Balance due for Administratrix Fee 9,890.48
Pannebaker&Mohr, P.C. —
Balance due for Attorney Fee 4,890.48
TOTAL RESERVED FOR FINAL EXPENSES $ 14,820.96
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ESTATE OF BENJAMIN S. PETERS,JR.
PROPOSED DISTRIBUTION TO RESIDUARY HEIRS
Name & Address Amount or Share Distribution
Of Beneficiary Relationship Of The Estate Cash
Jennifer Goodyear Stepdaughter 50%Remainder $ 14,013.75
930 Dennis Cir
Harrisburg, PA 17111
Estate of Steven Bordner Stepson's Estate 50%Remainder $ 14,013.76
c/o Daley Zucker Meilton &Miner, LLC
635 N. 12t], St, Suite 101
Lemoyne, PA 17043
TOTAL FOR DISTRIBUTION $ 28,027.51
Respectfully Submitted:
ae 14
ate Jeni i fer Goodyear, Admi istratrix
17
VERIFICATION
Jennifer Goodyear, Administratrix of the Estate of Benjamin S. Peters, 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; 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 of Administration C.T.A. 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.
Jen fifer Goodye r, Ad mistratrix
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LAW OFFICE OF
PANNEBAKER & MOHR,Pt.
4000 VINE STREET,SUITE 101
MIDDLETOWN,PA 17057
KENDRA A. MOHR Telephone: 717.944.1333
email:kendra@pannebakerlaw.com Fax: 717.944.4004
May 29, 2015
Register of Wills
Cumberland.County Courthouse
1 Courthouse Square
Carlisle, PA 17013
Re: Estate of Benjamin S. Peters,Jr.
No. 2012-01101
Dear Sir or-Madam:
I have enclosed the final Status Report, along with an informal account and 5
release agreements to be filed in the above-captioned Estate. I understand the filing fee is
$15 for the account and $5 for each release, so I have enclosed a check in the amount of
$40. Please time stamp the extra copy of each document and return them to me in the
enclosed envelope.
Thank you for your attention to this matter. If you have any questions, please do
not hesitate to contact me.
Sincerely.yours,
Kendra A. Mohr
Enclosures -
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