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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 � r 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 5 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- 6 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 7