HomeMy WebLinkAbout07-24-15 DECEDENT'S ESTATE
COURT OF COMMON PLEAS OF
CUMBERLAND COUNTY,PENNSYLVANIA
ORPHANS' COURT DIVISION
ESTATE OF ANNA M. HOOVER ,DECEASED
No. 21-13-0469
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: MARCUS A. McKNIGHT, III ,..
Supreme Court I.D.No.: 25476
IRWIN &McKNIGHT �— M "
Name of Law Firm: , P.C. � c� C>
60 WEST POMFRET STREET CARLISLE PA 17013 v4
Address: ? �— ry
Telephone: (717) 249-2353 _
Fax: (717) 249-6354
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cry `n
Form OC-01 rev. 10.13.06 Page I of 10'
• lJ" \
Estate of ANNA M. HOOVER ,Deceased
1. Name(s) and address(es) of Petitioner(s):
Name: THOMAS W.TAYLOR
Address: 8837 PEDERNALES TRAIL
FORT WORTH,TX 76118
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? . . . . . . . . . . . . . . . . . . . . . ®Yes ® No
If not, identify prior accountings,the accounting periods covered, and the date of
adjudication of the prior accounting.
2. Decedent died on MARCH 19, 2013
® Letters Testamentary or ®Letters of Administration were granted to Petitioner(s)on
Date of Will (if applicable): FEBRUARY 11, 2011
Date(s)of Codicil(s) (fapplicable): MARCH 6, 2013
Date of probate (if different from date Letters granted): APRIL 25, 2013
Was a bond required?®Yes ®No If yes, state amount: 100,000.00
Are proofs of advertising of the grant of Letters attached? . . . . . . . . . ®Yes ®No
Dates of advertising of the grant of Letters: CLJ-MAY 17, 24, 31, 2013
SENTINEL -MAY 9, 16, 23, 2013
Form OC-01 rev.10.13.06 Page 2 of 10
Estate of ANNA M. HOOVER , Deceased
3. Was decedent survived by a spouse? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . ®Yes ®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 Leg. 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)? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 0 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. § 1.412, was a request for a statement of claim sent to
the Department of Public Welfare? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . ®Yes ® No
Form OC-01 rev.10.13.06 Page 3 of 10
Estate of ANNA M. HOOVER ,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 I Relationship and Comments,rf any I Interest
THOMAS W. TAYLOR FRIEND 50%REMAINDER
8837 PEDERNALES TRAIL
FORT WORTH, TX 76118
RICHARD W. TAYLOR FRIEND 30%REMAINDER
340 E. STONEQUARRY RD.
VANDALIA, OH 45377
Form OC-01 rev.10.13.06 Page 4 of 10
Estate of ANNA M. HOOVER , Deceased
Name and Address of Each Party in Interest ( Relationship and Comments,if any I Interest
ROBERT MARKLEY FRIEND 20%REMAINDER
22 E. MAIN STREET
NEWVILLE, PA 17241
ROBERT& KAYE FAILOR FRIEND 21.6 STONEHOUSE
210 STONEHOUSE RD ROAD, CARLISLE
CARLISLE PA 17013
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. 10.13.06 Page 5 of 10
Estate of ANNA M. HOOVER , 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?
®Yes ®Yes
®No ®No
®Yes ®Yes
®No ®No
®Yes ®Yes
®No ®No
®Yes ®Yes
®No ®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? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . ®Yes ®No
Was family exemption allowed? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . ®Yes ®No
Family exemption claimant's name and relationship:
Name: Relationship:
Form OC-01 rev. 10.13.06 Page 6 of 10
Estate of ANNA M. HOOVER , 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
06/03/13 37,237.10
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. 10.13.06 Page 7 of 10
Estate of ANNA M. HOOVER , Deceased
16. Had the decedent been adjudicated an incapacitated person? . . . . . . . . . . [] 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? . . . . . . . . . . . . . ®Yes ®No
18. If a reserve is requested, state amount and purpose.
Amount: 500.00
Purpose: FINAL FIDUCIARY TAX RETURN
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.10.13.06 Page 8 of 10
Estate of ANNA M. HOOVER 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) AmountlProportion
B. Principal:
Proposed Distributees) Amount/Proportion
SEE ATTACHED ,
Submitted By:
(All petitioners must sign.
Add additional lines if necessary):
Kam�f Petitioner:THOMAS W. T4YLOR
Name of Petitioner:
Form OC-01 rev. 10.13.06 Page 9 of 10
Estate of ANNA M.HOOVER Deceased
Verification of Petitioner
(Verification must be by at least one petitioner.)
The undersigned hereby verifies* [that helhe HE is title
of the above-named—e of corporation EXECUTOR 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).
LW
Sign*re of Petitioner
Corporate petitioners must conrlde 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 be made beyond the
responses herein.
4k
Signa of Counsel for Peti * ner
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:
Mgy 17 Mgy 24 and Ma 31 2013
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 Marie Coyne ditor
SWORN TO AND SUBSCRIBED before me this
31 day of Mgy, 2013
Notary
Hoover,Anna M.,dec'd.
Late of Dickinson Township.
Executor: Thomas W. Taylor c/o �mn
Marcus A. McKnight,III,Esquire, NOTARIAL SEAL
Irwin &McKnight, P.C., 60 West DEBORAH A COLLINS
Pomfret Street,Carlisle,PA 17013. Notary Public
Attorneys:Irwin&McKnight,P.C. [CARLISLE BOROUGH,CUMBERLAND COUNTY
My Commission Expiras Apr 28, 2094
PROOF OF PUBLICATION
State of Pennsylvania, County of Cumberland
Jackie Cox,Sales 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):
May 9, 16&23,2013
COPY OF NOTICE OF PUBLICATION
NOTICE
Letters Testamentary have been granted to the undersigned Executor of the
Estate of ANNA M.HOOVER,late of Dickinson Township,Cumberland
County;Pennsylvania. Affiant further deposes that he/she is not
All persons having claims against the Estate are requested to make such interested In the subject matter of the
claims known to the undersigned.Those persons indebted to the decedent
are requested to make payment without delay to:
aforesaid notice or advertisement, and that
Thomas W.Taylor,Executor
c/o Marcus A.McKnight,Ill,Esquire all allegations in the foregoing statement as
Irwin&McKnight.P.C.
60 West Pomfret-Street to time,place and character of publication
Carlisle.PA 17013
a true.
�1RWII &MCKNIGItT P.C.,Attorneys
�,*;'s..+.^tib" .y�!.1. -'�Att._-. _'.ti's-'p^^_-x^"y.'^T'�•.y.-.,"� ,k
Sworn to and subscribed before me this
M X 0013
Notar ublic
My commission expires:
COMMONWEALTH OF PENNSYLVANIA
Notarial Seal
Bethany M.Holtry,Notary Pubk
Carlisle Boro,Cumberland County
My Commission Bores Sept 26,2015
MEMBER,PENNSYLVANIA ASSOCIATION OF NOTARIES
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:
May 17, MM 24, and Mgy 31, 2013
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 Marie Coyne ditor
SWORN TO AND SUBSCRIBED before me this
31 da. off.
12
Notary
Hoover,Anna M.,deed.
Late of Dicldnson Township..
Executor: Thomas W. Taylor c/o
Marcus A. McKnight,III,Esquire, NOTARIAL SEAL
Irwin &McKnight, P.C., 60 West DEBORAH A COLLINS
Pomfret Street,Carlisle,PA 17013. !~Notary Public
Attorneys:Irwin&McKnight,P.C. CARLISLE BOROUGH,CUMBERLAND COUNTY
My Commission Expires Apr 28, 2(114
PROOF OF PUBLICATION
State of Pennsylvania, County of Cumberland
Tackie Cox,Sales 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):
May 9, 16&23,2013
COPY OF NOTICE OF PUBLICATION
i
NOTICE
Letters Testamentary have been granted to the undersigned Executor of the
:Estate of-ANNA M.HOOVER,late of Dickinson Township,Cumberland
County,Pennsylvania. Affiant further deposes that he/she is not
AU aims s having claims against d- Estate are requested d make such interested in the subject matter of the
claims known to the undersigned_Those persons indebted to the decedent 1
are requested r.make paymentwithout delay to: aforesaid notice or advertisement, and that
:Thomas W,Taylor,Executor
c/o Marcus A.McKnight,III,Esquire all allegations in the foregoing statement as
Irwin a McKnight,P.C.
60West Pomfret Street to time,place and character of publication
'.Carlisle,PA 17013
lRWIN&McKNIGHT Pa true.
Sworn
Attorneys ^
Sworn to and subscribed before me this
�( x x013
Notary&ublic
My commission expires:
COMMONWEALTH OF PENNSYLVANIA
Notarial Seal
Bed"M.HOftry,Notary Public
Carlisle Boro,Cumberland County
My Commisslon E)Ires Sept.26,2015
MEMBER,PENNSYLVANIA ASSOQATION OF NOTARIES
PRINCIPAL AND INCOME:
Proposed Distributee(s) AmountLProporation
Thomas W. Taylor 50% Remainder*
Richard W. Taylor 30% Remainder*
Robert Markley 20%Remainder
Robert W. and Kaye N. Failor 216 Stonehouse Road, Carlisle
*Less $1,322.40 for Pennsylvania Inheritance Tax due for the Estate of Dorothy Taylor.
FIRST AND FINAL ACCOUNT AND
PROPOSED DISTRIBUTION OF
THOMAS W. TAYLOR, EXECUTOR
OF THE ESTATE OF ANNA M. HOOVER, DECEASED
LATE OF DICKINSON TOWNSHIP,
CUMBERLAND COUNTY
Estate File #: 21-13-0469
Estate EIN#: 61-6503816
n .
Date of Death: March 19, 2013
r- �"i N t�! C'1
�C
Letters Granted: April 25, 2013 �- = r:a o
Dates of Advertisement:
The Sentinel - May 9, 16, 23,2013 o
Cumberland Law Journal- May 17,24, 31,2013 q '
Account Stated To: July 17, 2015
SUMMARY& INDEX
Principal Pages Amount
Receipts 2 $321,926.78
Net Gain or(Loss) on Conversions 2 ($6,211.34)
Receipts Subsequent to Inventory 3 $55,690.74
Adjusted Balance 3 $371,406.18
Debts of Decedent 3,4 $7,788.80
Costs of Administration 4,5 $81,343.04
Distributions to Beneficiaries 5 $169,000.00
Reserves 5 $500.00
Proposed Distributions 5 $112,774.34
Marcus A. McKnight,II1,Esquire
IRWIN &McKNIGHT,P.C.
60 West Pomfret Street
Carlisle,PA 17013
(717) 249-2353
RECEIPTS OF PRINCIPAL
Value of Assets Fiduciary
Listed in Inventory Acquisition
(d/o/d value) Value
Real Estate:
216 Stonehouse Road, Carlisle, Pennsylvania $168,000.00 $168,000.00
14.5 Acres, Old Stonehouse Road (1/2 Interest) $56,500.00 $56,500.00
Personal Property:
666.829 Shares of Exelon Stock $21,438.55 $15,135.44
Members 1St Federal Credit Union
Savings Account#272471-00 $21,376.63
Members I St Federal Credit Union
Checking Account#272471-11 $19,526.41
Members 1St Federal Credit Union
Investment Savings#272471-05 $13,747.09
Members I St Federal Credit Union
Certificate of Deposit#272471-44 $2,523.41
Members 1St Federal Credit Union
Certificate of Deposit#272471-45 $5,541.44 $62,806.75
Personal Property $13,273.25 $13,273.25
TOTAL RECEIPTS OF PRINCIPAL $321,926.78 $315,715.44
2
RECEIPTS SUBSEQUENT TO INVENTORY
(Value When Received)
05/01/13 Humana, Refund...................................................................................................$168.97
05/06/13 Century21, Rent Income....................................................................................$1,035.00
06/05/13 Century21, Rent Income.......................................................................................$517.50
06/18/13 Exelon Corporation, Dividend Income.................................................................$206.72
07/03/13 PA Department of Revenue, Property Tax Refund..............................................$375.00
07/08/13 Century 21, Rent Income......................................................................................$517.50
08/07/13 Century 21, Rent Income......................................................................................$517.50
08/30/13 Century 21, Rent Income......................................................................................$517.50
09/05/13 Centurylink, Refund................................................................................................$13.34
10/07/13 Erie Insurance Group, Insurance Refund................................................................$17.00
10/15/13 Century 21, Rent Income......................................................................................$517.50
10/18/13 Taxes and Insurance from Sale of 14.5 Acres (1/2)..............................................$762.77
11/05/13 Century 21, Rent Income......................................................................................$517.50
12/04/13 Century 21, Rent Income......................................................................................$517.50
12/16/13 Erie Insurance Group, Insurance Refund..............................................................$198.00
01/24/14 Robert W. and Kaye N. Failor, Inheritance Tax..............................................$25,200.00
03/12/14 Adams Electric Cooperative, Patronage Income....................................................$29.04
05/05/14 Aegis General Insurance Agency, Inc., Insurance Refund......................................$16.50
06/18/14 United States Treasury, Tax Refund.....................................................................$360.00
09/15/14 United States Treasury, Tax Refund..................................................................$5,923.00
12/10/14 PA Department of Revenue, Inheritance Tax Refund.....................................$17,762.90
TOTAL RECEIPTS SUBSEQUENT TO INVENTORY..............................$55,690.74
RECAPITULATION-RECEIPTS
RECEIPTS OF PRINCIPAL (Fiduciary Acquisition value)...............................................$315,715.44
RECEIPTS SUBSEQUENT TO INVENTORY.........................................................$55,690.74
TOTAL RECEIPTS OF PRINCIPAL & INCOME ....................................$371,406.18
DISBURSEMENTS
Debts of Decedent:
05/01/13 PP&L, Electric......................................................................................................$225.14
05/01/13 AT&T, Telephone...................................................................................................$42.27
05/01/13 Centurylink, Telephone ..........................................................................................$80.60
3
05/07/13 MSHMC Physicians Group, Medical.....................................................................$19.51
05/07/13 Quantum Imaging and Therapeutic Associates ........................................................$9.76
05/31/14 PP&L, Electric........................................................................................................$40.35
05/31/13 Carlisle Regional Medical Center, Medical..........................................................$320.98
05/31/13 Erie Insurance Group, Homeowners Insurance ....................................................$435.00
06/07/13 Centurylink, Telephone ..........................................................................................$40.84
06/20/13 MSHMC Physicians Group, Medical.....................................................................$50.56
07/05/13 Centurylink, Telephone ..........................................................................................$39.80
07/05/13 Carlisle HMA Physician Group, Medical...............................................................$38.86
07/05/13 Advanced Disposal Service, Trash.........................................................................$44.31
07/05/13 PP&L, Electric........................................................................................................$35.16
07/10/13 Public School Employees' Retirement System, Reimbursement of Pension.........$29.55
07/12/13 Cumberland Goodwill Fire Rescue, Ambulance..................................................$187.52
08/05/13 PP&L, Electric........................................................................................................$32.62
08/05/13 Genoptix Medical Laboratory, Medical..................................................................$14.06
08/05/13 Carlisle Regional Medical Center, Medical..........................................................$327.63
08/16/13 Carlisle Physician Services, Medical......................................................................$42.91
09/05/13 Hospitalists of Central Pennsylvania, Medical.......................................................$15.01
09/05/13 PP&L, Electgric......................................................................................................$34.37
09/26/13 Carolyn R. McQuillen, Real Estate Taxes.........................................................$4,667.12
10/14/13 PP&L, Electric........................................................................................................$31.47
10/16/13 Advanced Disposal Service, Trash.........................................................................$50.03
11/07/13 PP&L, Electric........................................................................................................$25.96
11/15/13 Aegis Security Insurance Company, Homeowners Insurance..............................$126.50
12/06/13 Carlisle Propane Company, Propane....................................................................$463.66
12/10/13 PP&L, Electric........................................................................................................$30.67
01/15/14 PP&L, Electric........................................................................................................$37.99
02/12/14 PP&L, Electgric......................................................................................................$40.92
04/15/14 PA Department of Revenue, Income Taxes............................................................$53.00
08/13/14 PA Department of Revenue, Income Taxes—Personal........................................$140.00
08/13/14 PA Department of Revenue, Income Taxes—Estate..............................................$14.67
Subtotal. ....................................................................................................................................$7,788.80
Costs of Administration:
05/01/13 Cumberland Law Journal, Estate Notice................................................................$75.00
06/03/13 Register of Wills, Agent, Inheritance Tax Prepayment...................................$55,000.00
06/06/13 The Sentinel, Estate Notice...................................................................................$189.54
07/22/13 RT Carey Trucking, LLC, Trash Removal...........................................................$500.00
08/05/13 Irwin& McKnight, P.C., Reimbursement of Probate Fee....................................$463.50
08/08/13 Bassett Appraisal Service, Appraisals on Real Estate..........................................$700.00
4
08/24/13 Kevin M. Wickard, Public Sale Commission....................................................$5,318.00
10/16/13 Vital Records, Death Certificates...........................................................................$45.00
10/18/13 Closing Costs from Sale of Real Estate— 14.5 Acres (1/2)..................................$565.00
11/25/13 Bassett Appraisal Service, Additional Appraisals/Valuation on Real Estate.......$650.00
01/15/14 Recorder of Deeds, Record Deed ...........................................................................$67.00
01/24/14 Irwin& McKnight, P.C., Partial Attorney Fee..................................................$7,300.00
04/15/14 Patricia A. Rosendale, CPA, Tax Preparation—Income Tax Return...................$125.00
04/23/14 Register of Wills, Short Certificate ..........................................................................$5.00
08/06/14 Patricia A. Rosendale, CPA, Tax Preparation—Fiduciary Tax Return................$375.00
01/27/15 Irwin& McKnight, P.C., Partial Attorney Fee..................................................$2,000.00
02/02/15 Irwin& McKnight, P.C., Final Attorney Fee ....................................................$2,700.00
02/02/15 Thomas W. Taylor, Final Executor Commission..............................................$4,900.00
07/17/15 Register of Wills, Filing Fee—First and Final Account.......................................$365.00
Subtotal. ..................................................................................................................................$81,343.04
Distributions to Beneficiaries:
01/01/14 Robert W. Failor, Jr. and Kaye N. Failor—216 Stonehouse Road................$168,000.00
02/11/14 Courtney Wickard, Specific Bequest....................................................................$500.00
02/11/14 Brooke Wickard, Specific Bequest.......................................................................$500.00
Subtotal. ................................................................................................................................$169,000.00
Reserves:
Patricia A. Rosendale, CPA, Final Fiduciary Return............................................................$500.00
Subtotal. .......................................................................................................................................S500.00
TOTAL DISBURSEMENTS OF PRINCIPAL.............................................$258,631.84
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RECAPITULATION
TOTAL RECEIPTS OF PRINCIPAL & INCOME.................................................$371,406.18
TOTAL DISBURSEMENTS OF PRINCIPAL & INCOME ................................-$258,631.84
BALANCE FOR FINAL DISTRIBUTION...................................................$112,774.34
FINAL DISTRIBUTION r
Thomas W. Taylor(50%) ................................................................................................$56,387.17
Richard W. Taylor(30%).................................................................................................$33,832.30
Robert Markley(20%) .....................................................................................................$22,554.87
ENDING BALANCE $-0-
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RECAPITULATION
TOTAL RECEIPTS OF PRINCIPAL & INCOME.................................................$371,406.18
TOTAL DISBURSEMENTS OF PRINCIPAL & INCOME .................................$258,631.84
BALANCE FOR FINAL DISTRIBUTION...................................................$112,774.34
FINAL DISTRIBUTION
Thomas W. Taylor 50% Remainder* ..............................................................................$56,387.17
Richard W. Taylor 30%Remainder*...............................................................................$33,832.30
RobertMarkley(20%) .....................................................................................................$22,554.87
ENDING BALANCE $-0-
*Less $1,322.40 for Pennsylvania Inheritance Tax due for the Estate of Dorothy Taylor.
STATE OF
ss
COUNTY OF
Thomas W. Taylor, Executor for the Estate of Arma M. Hoover, deceased, hereby
declares under oath [under penalty of perjury] 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
discloses all significant transactions occurring during the accounting period; that all known
claims against the estate.have been paid in full;that,to his kno%iedge,there are no claims now
outstanding against the Estate;and that all taxes presently due from the estate have been paid.
our W.Taylor,Executor
Swornand subscribed
before me this
day of JE VV1 2015.
SANG GEON LEE
MY COMMISSION EXPIRES
Notary Pu IG September 16,2017
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