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HomeMy WebLinkAbout11-29-06 ~l."\r, .,,\,? .'\ '-, r ;1\""" ;,J./l h. 1(.1 ,. In re: IN THE COURT OF COMMON PLEAS CUMBERLAND COUNTY Orphans' Court Division Estate of Glenn E. Bouder, a/k/a Glen E. Bouder late of Borough of Newville, Cumberland County, Pennsylvania, deceased : No. 2005-00853 : PA No. 21-05-0853 FIRST AND FINAL ACCOUNT OF Blanche Hefflefinger and Chloe Hefflefinger, Executrices of the Estate of Glenn E. Bauder a/k/a Glen E. Bouder, late of Borough of Newville, Cumberland County Pennsylvania, deceased CERTIFICATE OF CLERK The above Account was filed on November , 2006, advertised , 200_, according to law, and is presented herewith to the Court of Common Pleas, Orphans' Court Division for confirmation. Date Clerk ORDER OF COURT , 2007, no exceptions or objections having been filed to the account or to the proposed schedule of distribution, the within account and schedule of distribution are confirmed and distribution is directed in accordance with the schedule of distribution. BY THE COURT, J. 1 IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA ORPHANS' COURT DIVISION ESTATE 2005-00853 PA NO. 21 05-0853 ESTATE OF GLENN E. BOUDER AIKJ A GLEN E. BOUDER LATE OF BOROUGH OF NEWVILLE FIRST AND FINAL ACCOUNT OF BLANCHE HEFFLEFINGER AND CHLOE HEFFLEFINGER, EXECUTRICES DATE OF DEATH: LETTERS GRANTED: FIRST COMPLETE ADVERTISEMENT OF GRANT OF LETTERS ACCOUNTING FOR THE PERIOD August 27,2005 September 23, 2005 November 11, 2005 September 23,2005 through November 27, 2006 Purpose of the Account: BLANCHE HEFFLEFINGER and CHLOE HEFFLEFINGER, Executrices, offer this accounting to acquaint interested parties with the transactions that have occurred during their administration. The Account also indicates the proposed distribution of the Estate. It is important that the Account be carefully examined. Requests for additional information, questions or objections can be discussed with: Bradley L. Griffie, Esquire Attorney for Petitioner 200 North Hanover Street Carlisle, P A 17013 (717)243-5551 (800)347-5552 ~.., L.) c;:, cr\ :.,-) . ": f'.,) 1...:) ::'~ I. : N J:""" 2 RECEIPTS OF PRINCIPAL CASH AND BANK DEPOSITS: 1. Final paycheck Newville Ribbon Mill 2. Social Security Retirement Past-due benefits 3. Automobile Accident Settlement proceeds 4. Farmers National Bank Checking Account No. 2163764 (Jointly owned with Blanche Hefflefinger) 5. Adams County National Bank Savings Account No. 9627448 (Jointly owned with Blanche Hefflefinger) 6. Adams County National Bank Vacation Club Account No. 5985706 (Jointly owned with Sharon Hoover) Subtotal ANNUITIES AND RETIREMENT PLANS 1. Erie Family Life Insurance Company 2. National Life Insurance Company Annuity No. NL 9010001 3. National Life Insurance Company Annuity No. NL9010052 4. Lawrence Schiff Silk Mills, Inc. 401(k) Plan Subtotal 3 $ 248.49 $ 813.00 $100,000.00 $ 1,079.79 $ 3,345.80 $ 250.74 $ 18,052.06 $ 18,976.71 $ 22,104.24 $3,522.87 $105,737.82 $ 62,655.88 ADDITIONAL RECEIPTS 1. Healthcare Insurance Premium Refund 2. 2005 Federal Income Tax Refund 3. Contribution from White Circle Club 4. Contribution from Fraternal Order of Eagle 5. Contribution from Failor-Wagner Post 421 Home Association, Inc. $ 7.87 $ 1,155.00 $ 200.00 $ 500.00 $ 100.00 Subtotal $ 1,962.87 Total Principal of Estate before Adjustments $170,356.57 GAINS AND LOSSES ON SALES AND OTHER DISPOSITIONS: Net Gain or Lose ($.00) Total Principal of Estate with all adjustments $170,356.57 4 . DISBURSEMENTS OF PRINCIPAL M&T BANK ACCOUNT NO. 9841345243 DEBTS OF DECEDENT: 1. Commonwealth of Pennsylvania, Department of Revenue $1.00 2005 Personal Income Tax Subtotal $1.00 FUNERAL EXPENSES: 1. Egger Funeral Home $ 6,779.40 2. Eby granite Works $ 95.00 (Memorial Stone) 3. Wayne Good, Pastor $ 50.00 4. Church of God Women's Ministry $ 120.00 (Wake) Subtotal $7,044.40 ADMINISTRATION EXPENSES & COSTS: 1. Executrices' Commission $ 8,500.00 2. Attorney's fees $ 4,000.00 3. Probate fees $ 497.00 4. Howard's Accounting Services (Accountant) $ 150.00 5. Advertising - Cumberland Law Journal $ 75.00 6. Advertising - Sentinel $ 144.29 7. Jeffrey Bouder - Financial Advisor $ 100.00 8. Advertising (Thank you) -News Chronicle $ 12.00 9. Commonwealth of Pennsylvania (death certificates) $ 16.00 Subtotal TAXES: $ 13,484.29 Pennsylvania Inheritance Tax $ 20,549.72 Subtotal $ 20,549.72 5 Total Disbursements of Principal $ 41,088.47 Total Principal and Income with all Adjustments Total Disbursements of Principal $ 170,356.57 $ 41,088.47 Total Principal and Income Available for Distribution $129,268.10 PRIOR DISTRIBUTION ANNUITIES AND JOINTLY HELD ACCOUNTS 1. Erie Family Life Insurance Company $ 18,052.06 Annuity No. 565-389 2. National Life Insurance Company $ 18,976.71 Annuity No. NL 9010001 3. National Life Insurance Company $ 22,104.24 Annuity No. 9010052 4. Lawrence Schiff Silk Mills, Inc. $ 3,522.87 40 1 (k) Plan 5. Farmers National Bank $ 1,079.79 Checking Account No. 2163764 6. Adams County National Bank $ 3,345.80 Savings Account No. 9627448 7. Adams County National Bank $ 250.74 Subtotal $67,332.21 Remaining funds for Distribution $61,935.89 PROPOSED DISTRIBUTIONS TO BENEFICIARIES AFTER ACCOUNT CONFIRMATION Dorothy Shoff Niece $ 6,193.59 Dennis Shoff Nephew $ 6,193.59 Steven Shoff Nephew $ 6,193.59 Terry D. Hefflefinger Nephew $ 6,193.59 6 "' y ~ Jamie D. Hefflefinger Nephew Sharon Hoover Niece Carolyn Weller Niece Richard Bauder Nephew Edward Bauder Nephew Dorma Bauder Niece $6,193.59 $ 6,1 93.58 $ 6,1 93.59 $ 6.1 93.59 $ 6,193.59 $ 6.1 93.59 Total Share of Distribution $ 61,935.89 TOTAL PROPOSED DISTRlBUTION OF PRINCIPAL AND INCOME $ 61,935.89 Blanche Hefflefinger and Chloe Hefflefinger, Executrices of the Estate of GleIm E. Bauder a/1Ja GleIm E. Bouder, deceased, hereby declare under oath that they have fully and faithfully discharged their duties of their office; that the foregoing First and Final Account and Schedule of Distribution 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 their knowledge, there are no claims now outstanding against the Estate; and that all taxes presently due from the Estate have been paid. .~~ Blanche Hefflefinger, Executrix Sworn and subscribed before me. This~ay of ~006 -~-7 "/iJ tr _.~ NOTARIAL SEAL ROlIN J BASSETT NolIry PuIIIIc CMLI8lE BOROUGH. CI~CCUII'Y .., CoIIlnlIIIIOn ExphIAfl17." 7 ; In re: IN THE COURT OF COMMON PLEAS CUMBERLAND COUNTY Orphans' Court Division Estate of Glenn E. Bouder, alkla Glen E. Bouder late of Borough of Newville, Cumberland County, Pennsylvania, deceased No. 2005-00853 PA No. 21-05-0853 FIRST AND FINAL ACCOUNT OF Blanche Hefflefinger and Chloe Hefflefinger, Executrices of the Estate of Glenn E. Bouder alkla Glen E. Bouder, late of Borough of Newville, Cumberland County Pennsylvania, deceased CERTIFICATE OF CLERK The above Account was filed on November , 2006, advertised , 200_, according to law, and is presented herewith to the Court of Common Pleas, Orphans' Court Division for confirmation. Date Clerk ORDER OF COURT , 2007, no exceptions or objections having been filed to the account or to the proposed schedule of distribution, the within account and schedule of distribution are confirmed and distribution is directed in accordance with the schedule of distribution. BY THE COURT, J. , IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA ORPHANS' COURT DIVISION ESTATE 2005-00853 PA NO. 21 05-0853 ESTATE OF GLENN E. BOUDER A/KIA GLEN E. BOUDER LA TE OF BOROUGH OF NEWVILLE FIRST AND FINAL ACCOUNT OF BLANCHE HEFFLEFINGER AND CHLOE HEFFLEFINGER, EXECUTRICES DA TE OF DEATH: LETTERS GRANTED: FIRST COMPLETE ADVERTISEMENT OF GRANT OF LETTERS ACCOUNTING FOR THE PERIOD August 27,2005 September 23, 2005 November 11, 2005 September 23,2005 tlrrough November 27,2006 Purpose of the Account: BLANCHE HEFFLEFINGER and CHLOE HEFFLEFINGER, Executrices, offer this accounting to acquaint interested parties with the transactions that have occurred during their administration. The Account also indicates the proposed distribution of the Estate. It is important that the Account be carefully examined. Requests for additional information, questions or objections can be discussed with: Bradley L. Griffie, Esquire Attorney for Petitioner 200 North Hanover Street Carlisle, PA 17013 (717)243-5551 (800)347-5552 o C::n :-b -;-1 ,......, C':;J c:::> 0' N L'J :t"'3 . .)Ss ~2--1 N ,&:- 2 RECEIPTS OF PRINCIPAL CASH AND BANK DEPOSITS: 1. Final paycheck Newville Ribbon Mill 2. Social Security Retirement Past-due benefits 3. Automobile Accident Settlement proceeds 4. Farmers National Bank Checking Account No. 2163764 (Jointly owned with Blanche Hefflefinger) 5. Adams County National Bank Savings Account No. 9627448 (Jointly owned with Blanche Hefflefinger) 6. Adams County National Bank Vacation Club Account No. 5985706 (Jointly owned with Sharon Hoover) $ 248.49 $ 813.00 $100,000.00 $ 1,079.79 $ 3,345.80 $ 250.74 Subtotal ANNUITIES AND RETIREMENT PLANS 1. Erie Family Life Insurance Company 2. National Life Insurance Company Annuity No. NL 9010001 3. National Life Insurance Company Annuity No. NL9010052 4. Lawrence Schiff Silk Mills, Inc. 401(k) Plan $ 18,052.06 $ 18,976.71 $ 22,104.24 $3,522.87 $105,737.82 Subtotal $ 62,655.88 3 ADDITIONAL RECEIPTS 1. Healthcare Insurance Premium Refund 2. 2005 Federal Income Tax Refund 3. Contribution from White Circle Club 4. Contribution from Fraternal Order of Eagle 5. Contribution from Failor-Wagner Post 421 Home Association, Inc. $ 7.87 $ 1,155.00 $ 200.00 $ 500.00 $ 100.00 Subtotal $ 1,962.87 Total Principal of Estate before Adjustments $170,356.57 GAINS AND LOSSES ON SALES AND OTHER DISPOSITIONS: Net Gain or Lose ($.00) Total Principal of Estate with all adjustments $170,356.57 4 DISBURSEMENTS OF PRINCIPAL M&T BANK ACCOUNT NO. 9841345243 DEBTS OF DECEDENT: 1. Commonwealth of Pennsylvania, Department of Revenue $1.00 2005 Personal Income Tax Subtotal $1.00 FUNERAL EXPENSES: l. Egger Funeral Home $ 6,779.40 2. Eby granite Works $ 95.00 (Memorial Stone) "'I Wayne Good, Pastor $ 50.00 .). 4. Church of God Women's Ministry $ 120.00 (Wake) Subtotal $7,044.40 ADMINISTRATION EXPENSES & COSTS: 1. Executrices' Commission $ 8,500.00 2. Attorney's fees $ 4,000.00 3. Probate fees $ 497.00 4. Howard's Accounting Services (Accountant) $ 150.00 5. Advertising - Cumberland Law Journal $ 75.00 6. Advertising - Sentinel $ 144.29 7. Jeffrey Bouder - Financial Advisor $ 100.00 8. Advertising (Thank you) -News Chronicle $ 12.00 9. Commonwealth of Pennsylvania (death certificates) $ 16.00 Subtotal TAXES: $ 13,484.29 Pennsylvania Inheritance Tax $ 20,549.72 Subtotal $ 20,549.72 5 Total Disbursements of Principal $ 41,088.47 Total Principal and Income with all Adjustments Total Disbursements of Principal $ 170,356.57 $ 41,088.47 Total Principal and Income Available for Distribution $129,268.10 PRIOR DISTRIBUTION ANNUITIES AND JOINTLY HELD ACCOUNTS 1. Erie Family Life Insurance Company $ 18,052.06 Annuity No. 565-389 2. National Life Insurance Company $ 18,976.71 Annuity No. NL 9010001 " National Life Insurance Company $ 22,104.24 -'. Annuity No. 9010052 4. Lawrence Schiff Silk Mills, Inc. $ 3,522.87 401 (k) Plan 5. Farmers National Bank $ 1,079.79 Checking Account No. 2163764 6. Adams County National Bank $ 3,345.80 Savings Account No. 9627448 7. Adams County National Bank $ 250.74 Subtotal $67,332.21 Remaining funds for Distribution $61,935.89 PROPOSED DISTRIBUTIONS TO BENEFICIARIES AFTER ACCOUNT CONFIRMATION Dorothy Shoff Niece $ 6,193.59 Dennis Shoff Nephew $ 6,193.59 Steven Shoff Nephew $ 6,193.59 Terry D. Hefflefinger Nephew $ 6,193.59 6 -_."_._._----"-_.__.._..._--_....,._----,-_._-"~---------_._-~------,---------_..._--~._-". ~ . Jamie D. ]-lefileiinger Sharon Hoover Nephew Niece $ 6.] C)3.~9 $ 6.] 93.58 Carolyn Weller Richard Boucler l..,jiece $6.]93.59 Eclvvarcl Boucler Nephew Nephew Niece $ 6.] 93.59 $6.]93.59 $6.]93.59 Donna Bouder Total Share of Distribution $ 6] .935.89 TOTAL PROPOSED DISnUBUTION OF PRD'0CIPAL A!\fD D'-JCOME $ 61,935.89 Blanche Hefflefinger ancl Chloe Hefflefinger. Executrices of the Estate of GleIm E. Boucler a/lja Glelll1 E. Bouder. deceased. hereby declare uncler oath that they have hl]]Y and faithfulJ) discharged their duties of their office: that the foregoing First ancl Final Account ancl Scheclule of Distribution is true and correct and fully discloses all significam transaCTions occurring during tbe accounting period: that all known claims against tbe Estate have been paid in full: that to their IJ.1owledge, there are no claims now outSTanding against the Estate: and that all taxes presently due from the Estate have been paid. " I ""1J.2- ''it f € - ,,0;t'c~--l,-,- l '1 <r\.'~' ,-<-"_oVA.,,, Blanche HefflefingeL Executrix Sworn and subscribed before me, ThisJ7May of ~006 ~~J NOTARIAL SEAL ROlIN J BASSETT NolIry Public CARLISLE BOROUGH. CUMBERLAND COUNTY My CommIIIioII ExpirIIAfl17. 2DD7 7 t~:~,;~' ,.. Ll ' ' L~ C~'::t:.: cn::rf: ~~~-~r~; ~;~1; ij('''~, ...;. ..f,L.~... +.V"( ~-.: f~r} :U < ,F-~ LU c.) C,'~ f_L. C) C) Lli &~? C-~ c:::::5 IL i ("'1-- 0'\ I.J') ~ ~ ~ ,~ .; (;.) ...::t" I (;.) W c:::l '-0 c:::> = C'-o.l In re: IN THE COURT OF COMMON PLEAS CUMBERLAND COUNTY Orphans' Court Division Estate of Glenn E. Bouder, a/kJa Glen E. Bouder late of Borough of Newville, Cumberland County, Pennsylvania, deceased No. 2005-00853 PA No. 21-05-0853 I hereby certify that written notice of the filing of this Statement of Proposed Distribution, and of the date, time, and place when the same will be presented to the Court for confirmation and of the last day to file written objections to said Statement of Proposed Distribution, has been given to every unpaid clamant and to every other,person known to the accountant to have or claim an interest in the estate as creditor, beneficiary, heir or next of kin. A copy of said Statement was included with the notice. "",..-,. I- Ci,~ a: =') c-~ ~ Lt. C:-S i'.X... '_.- C~C~ ~~,.1g: :- ~~,>....... ~;:,. a;cr:;:~: !::is ~; :t' P c,'. O~" C3 N x: 0- <z, 1-0_ a:: ....'] lL. C-) 0"- ~)c. ~~I,~; 0";': CL~'.. crL' O::=..;, o 8