HomeMy WebLinkAbout01-31-07
.
NOTICE OF CHARITABLE GIFT
(In Accordance with Pa. a.c. Rille 5.5)
COURT OF COMMON PLEAS OF
CUMBERLAND COUNTY PENNSYLVANIA
,
ORPHANS' COURT DMSION
ESTATE OF LAURA A. JOHNSON
,[] SETTLOR Fa DECEASED
No. 21-06-0468
Chief, Charitable Trusts and Organizations Section
Office of the Attorney General
Date: January 31, 2007
Dear Sir or Madam:
Notice is given of a charitable gift as follows:
r-v
=
=
--./
C)
So
1. The nature of the present proceeding is: :-~ (")
cc.'. r--
(a) An Account which has been or will be listed for Audit in the Orphans' Co~w13
. "-.- ". ,.....-.,
March 6 . 20 07 . in Cumberland County, Carlisle, P~l?ani'b..
(State name of Courthouse and t~~.) _....
1--1 <;?,
The time and place of the Audit is Court Room No.1 at 9:30 a:' o'c1ock~not(
provided herein, the time and location will be provided upon request when that information
becomes available.
'-
).:lo.
:t:
W
(b) If the proceedings are other than an Account, state the nature of the proceedings and the
place, date and time fixed for hearing:
N/A
· If more space Is required, attach additional sheet..
Form OC-06 rev. 10.13.06
Page 1 of 4
V'
:"7
;-(1
I::')
,~
-'J
c;
"T)
'_.J
. ;CT~
. ~Q
, C')
In
Estate of LAURA A. JOHNSON
C1Settlor EI Deceased
2. Charitable gifts are made as follows:
(a) Give full names and addresses of charities, and names and addresses of counsel, if any.
See Attached.
(b) If pecuniary legacies, state exact amounts and indicate whether legacies will be or have
been paid in full; if not give reasons therefor.
N/A
(c) If the charitable interest is a future interest and the estimated present value of the property
involved exceeds $25,000, a brief description thereof including the conditions precedent to
its vesting in enjoyment and possession, the names and ages of persons known to have
interests preceding such charitable interest, and the approximate market value of the
property involved.
N/A
(d) If residuary gift, state nature and value of share.
Each residuary beneficiary listed in 2(a) will receive one-third (113) of rest, residue and
remainder of the Estate of Laura A. Johnson
Form OC-06 rev. 10.13.06
Page 2 of 4
Estate of LAURA A. JOHNSON
n Settlor 21 Deceased
3. Provide a brief statement of all pertinent questions to be submitted to the Court for
Adjudication, including unresolved claims and any material questions of interpretation or
distribution which may affect the value of the charitable interest.
None
4. The names and addresses of the fiduciaries are (state whether Executors and/or Trustees):
Howard R. Greenawalt, CPA
Greenawalt & Company, P.e.
400 West Main Street
Mechanicsburg, P A 17055
5. The names and addresses of counsel for the fiduciaries:
James D. Bogar, Esquire
Law Offices of James D. Bogar
One West Main Street
Shiremanstown, P A 17011
6. The names and addresses of counsel for any charity who has received notice or has appeared for
it:
To date, no counsel has received notice or appeared for it.
Form OC-06 rev. 10.13.06
Page 3 of 4
Estate of LAURA A. JOHNSON
o Settlor ~ Deceased
7. (a) A copy of the instrument creating the gift is attached hereto.
(b) If the gift is other than a pecuniary legacy which will be paid in full, there is attached
hereto :
(1) A copy of the Account, if one has been filed
(2) A copy of any other relevant documents
Very truly yours,
Attorney's Name and Supreme Court LD. No.
squire, ID. No. 19475
One West Main Street
Attorney's Address
Shiremanstown, P A 17011
717-737-8761
Attorney's Telephone
Form OC-06 rev. 10.13.06
Page 4 of 4
Attachment to
Notice of Charitable Gift
Estate of Laura A. Johnson
No. 2(a)
First Church of Christ, Scientist
Estate and Trust Administration
175 Huntington Avenue, A-10
Boston, MA 02115
First Church of Christ, Scientist (Harrisburg)
2147 North Front Street
Harrisburg, PA 17110
The Principia College
Attn: Treasurer's Office
13201 Clayton Road
Saint Louis, MO 63131
LAST WILL AND TESTAMENT
OF
LAURA A. JOHNSON
I, LAURA A. JOHNSON, of Hampden Township, Cumberland
County, Pennsylvania, make, publish and declare this as and for
my Last Will and Testament, hereby revoking all other Wills and
Codicils heretofore made by me.
FIRST: I give and bequeath my dining room table to
FRANK H. LILLIE, of 10939 Putnam Road, Englewood, Ohio.
SECOND: I give and bequeath my armoire to my friend,
ANNICK BARNINGER, of 2401 Cope Drive, Mechanicsburg, Pennsylva-
nia.
THIRD: I bequeath such of my tangible personal prop-
erty as is set forth in a separate dated and signed Memorandum,
which dated and signed Memorandum shall be placed with or at-
tached to this, my Last Will and Testament, to the individuals
designated therein. It is my intent that the last dated and
signed Memorandum shall control. If there is no Memorandum, it
is my intent that all of my tangible personal property shall be
and become a part of my residuary estate.
FOURTH: I give and bequeath the sum of Fifty Thousand
and NO/100 ($50,000.00)' Dollars, to. my friend; RICHARDK.
HOUSEHOLDER, of 2151 Yale Avenue, Camp hill, Pennsylvania.
FIFTH: I give and bequeath the sum of Twenty-Five
($25,000.00) Dollars, to my friend, RUTH
~ Second Street, Presbyterian Apartments,
Harrisburg, Pennsylvania.
t SIXTH: I give and bequeath the sum of Twenty-Five
~ Thousand and NO/100 ($25,000.00) Dollars, to my niece, EDITH
~ ti' JANET LILLIE LITTLE, of 212 Church Street, Corry, Pennsylvania.
f--.
i \ ~.
I .......)
\.-
h:
<...:,
"-,
t:.j'
,,'
..c.
SEVENTH: I give and bequeath the sum of Twenty-Five
Thousand and NO/100 ($25,000.00) Dollars, to my cousin, REBECCA
MEAD GUETHER, of R. D. 1, Box 1396, Waymart, Pennsylvania.
EIGHTH: I give and bequeath the sum of Twenty-Five
Thousand and NO/100 ($25,000.00) Dollars, to my nephew, EUGENE M.
LILLIE, of 212 Church Street, Corry, Pennsylvania.
NINTH: I give and bequeath the sum of Twenty-Five
Thousand and NO/100 ($25,000.00) Dollars, to my nephew, FRANK H.
LILLIE, of 10939 Putnam Road, Englewood, Ohio.
TENTH: I give and bequeath the sum of Twenty-Five
Thousand and NO/100 ($25,000.00) Dollars, to my nephew, BRIAN
LILLIE, of 2889 Fiesta Drive, York, Pennsylvania.
ELEVENTH: Should any of the individuals named in
Clauses FIRST through and including TENTH, including those
individuals named in the Memorandum attached hereto, predecease
me, I direct that their share or shares under this, my Last Will
and Testament, be and become a part of my residuary estate to be
distributed as set forth hereinbelow.
TWELFTH: I devise and bequeath all the rest, residue
and remainder of my estate of whatever nature and wherever
situate, including any property over which I hold power of
appointment and together with any insurance policies thereon, as
follows:
(A) One-Third (1/3) thereof to the FIRST CHURCH OF
CHRIST SCIENTIST, CHRISTIAN SCIENCE CENTER, Boston, Massa-
chusetts, to be used for general purposes as that organiza-
tion deems appropriate.
(B) One-Third (1/3) thereof to the FIRST CHURCH OF
CHRIST SCIENTIST, 2147 North Front Street, Harrisburg,
Pennsylvania, to be used for general purposes as that orga-
nization deems appropriate.
(C) One-Third (1/3) thereof to the PRINCIPIA COLLEGE,
2
Elsah, Illinois, to be used for general purposes as that
organization deems appropriate.
THIRTEENTH: In addition to all powers granted to them
by law and by other provisions of this Will, I give the
fiduciaries acting hereunder the following powers, applicable to
all property, exercisable without court approval and effective
until actual distribution of all property:
(A) To sell at public or private sale, or to lease,
for any period of time, any real or personal property and to give
options for sales, exchanges or leases, for such prices and upon
such terms (including credit, with or without security) or
conditions as are deemed proper. This includes the power to give
legally sufficient instruments for transfer of the property and
to receive the proceeds of any disposition of it.
(B) To partition, subdivide, or improve real estate
and to enter into agreements concerning the partition, subdivi-
sion, improvement, zoriing or management of real estate and to
impose or extinguish restrictions on real estate.
(C) To compromise any claim or controversy and to
abandon any property which is of little or no value.
(D) To invest in all forms of property, including
'-'i stocks, common trust funds and mortgage investment funds, without
~ restriction to investments authorized for Pennsylvania fiduci-
~ aries, as are deemed proper, without regard to any principle of
diversification, risk or productivity.
(E) To exercise any option, right or privilege granted
insurance policies or in other investments.
(F) To exercise any election or privilege given by the
and other tax laws, including, but not necessarily being
limited to, personal income, gift and estate or inheritance tax
(G) To make distributions to my herein named benefici-
3
aries in cash or in kind or partly in each.
(H) To borrow money from themselves or others in order
to pay debts, taxes, or estate or trust administration expenses,
to protect or improve any property held under my will, and for
investment purposes.
(I) To select a mode of payment under any qualified
retirement plan (pension plan, profit sharing plan, employee
stock ownership plan, or any other type of qualified plan) to the
extent the plan or the law permits them to do so, and to exercise
any other rights which they may have under the plan, in whatever
manner they consider advisable.
FOURTEENTH: I direct that all inheritance, estate,
transfer, succession and death taxes, of any kind whatsoever,
which may be payable by reason of my death, whether or not with
respect to property passing under this Will, shall be paid out of
the principal of my residuary estate.
FIFTEENTH: All interests hereunder, whether principal
or income, which are undistributed and in the possession of the
fiduciaries acting hereunder, even though vested or distribut-
able, shall not be subject to attachment, execution or sequestra-
tion for any debt, contract, obligation or liability of any
beneficiary, and furthermore, shall not be subject to pledge,
assignment, conveyance or anticipation.
SIXTEENTH: I nominate and appoint HOWARD R.
GREENAWALT, of Mechanicsburg, Pennsylvania, as Executor of this,
Last Will and Testament. In the event of the death, resigna-
inability to serve for any reason whatsoever of the said
GREENAWALT, I nominate and appoint FULTON FINANCIAL
of Harrisburg, Pennsylvania, Executor of this, my Last
Will and Testament. I direct that my Executor, and their succes-
sors, shall not be required to post security or a bond for the
performance of their duties in any jurisdiction.
~-,
J ~..
~ '"<.;:)
4
IN WITNESS WHEREOF, I have hereunto set my hand and
seal to this, my Last Will and Testament, this .:< -Y day of
. ,
~ ' 2002.
~~'-___. ~' PA__dFiF@
A. JOHNSO
Signed, sealed, published and declared by the above-
named Testatrix as and for her Last Will and Testament in our
presence, who, at her request, in her presence and in the
presence of each other, have hereunto subscribed our names as
attesting witnesses.
Address
~
Address
5
MEMORANDUM
In accordance with the provisions of Clause THIRD of my
Last Will and Testament, dated March 27, 2002, I direct that the
following described personal property be given outright to those
individuals so designated:
To REBECCA MEAD GUETHER, all of my clothing and
all of my jewelry.
D t 1.... r, '-..fJ... " _ ~ lAt.-t. ~~ r/
a e: r~. ^ '.1. ~6d'~ h~.AJ r.r".~ v~...~-1.-'
,LAURA A. JOHNS6N
r ~
(SEAL)
IN RE: ESTATE OF
LAURA A. JOHNSON,
LATE OF LOWER ALLEN TWP.,
CUMBERLAND COUNTY,
PENNSYLVANIA,
DECEASED
IN THE COURT OF COMMON PLEAS OF
CUMBERLAND COUNTY, PENNSYLVANIA
ORPHANS' COURT DIVISION
NO. 21-06-0468
NOTICE OF FILING ACCOUNT
NOTICE IS HEREBY GIVEN that Howard R. Greenawalt, Executor of the
Estate of Laura A. Johnson, deceased, has this date filed his First and
Final Account and Statement of Proposed Distribution in the above-captioned
Estate in the Cumberland County Register of Wills Office where the same is
filed as public record and may be inspected. Enclosed herewith is a copy
of the First and Final Account as filed.
YOU ARE FURTHER notified that any exceptions or objections to said
Account must be filed in writing at the Cumberland County Clerk of the
Orphans' Court Office not later than the audit day of said Account sched-
uled as set forth below.
UNLESS written exceptions or objections are filed thereto, said
Account will be presented to the above-captioned Court at 9:30 A.M. on
Tuesday, March 6, 2007, at which time said Account will be audited.
Date: I /3 T 1 07
(")
~i
')~~~
('),~)
?~?"TI
-'D
=:~
9.>
N
c.n
r, Esquire
f r the Estate
One West Ma1n Street
ShiremanstoWll, PA 17011
(717) 737-8761
'""
=
<::;;)
-.J
'-
:l=Ioo
:a::
w
cc:
First Church of Christ, Scientist
First Church of Christ, Scientist (Harrisburg)
The Principia College
Howard R. Greenawalt, Executor
:z:,.
3:
v
$8IoQ,S8'-l.42
Court of Common Pleas of Cumberland County, Pennsylvania'
Orphans' Court Division
No. 21-06-0468
Estate of Laura A. Johnson, Deceased
FIRST AND FINAL ACCOUNT AND STATEMENT OF PROPOSED DISTRIBUTIONS
Howard R. Greenawalt, Executor
Date of Death:
05/14/2006
05/31/2006
Date of Executor's Appointment
Date of First Advertisement of Letters:
The Patriot-News-June 14. 21. 28. 2006
CmtlerlaOO Law Joumal-June 16. 23. 30. 2006
05/14/2006 to 01/24/2007
Accounting for the Period:
Purpose of Account: Howard R. Greenawalt, Executor, offers this account to acquaint interested
parties with the transactions that have occurred during this administration.
It Is Important that the account be carefully examined. Requests for additional Information or questions
or objections can be discussed with:
James D. Bogar
Attorney Identification No. 19475
Bogar & Hlpp Law Offices
One West Main Street
Shiremanstown, PA 17011
717-737-8761
!'--.>
C~.~}
C:",:-)
--'
'--
.-j-..
C') :'C
I'T1 c.....)
'J
:::~
-::J ':...~'-:' C'-)
C,.2 'T1
~
(~'~:, ("')
"~I
, ,
, c ')
r: I
~=:~
,
co
1".)
i
L' "')
, 1
..-
SUMMARY OF ACCOUNT
Estate of Laura A. Johnson, Deceased
For the Derlod of Mav 14. 2006 throuah January 24. 2007
Proposed Distributions
to Beneficiaries
PRINCIPAL
Receipts: This Account
Net Gain (or Loss) on Sales
or Other Dispositions
Less Disbursements:
Debts of Decedent
Funeral Expenses
Administration Expenses
Federal and State Taxes
Commissions
Fees
Family Exemption
Balance Before Distributions
Transfer to (from) Principal
Distributions to Beneficiaries
Principal Balance on Hand
For Information:
Investments Made
Changes In Investment Holdings
INCOME
Receipts
This Account
Net Gain (or Loss) on Sales
or Other Dispositions
Less Disbursements
Balance Before Distributions
Transfer to (from) Income
Distributions to Beneficiaries
Income Balance on Hand
For Information:
Investments Made
Changes In Investment Holdings
COMBINED BALANCE ON HAND
8 31,719.65
0.00
31,719.65
0.00
31,719.65
0.00
0.00
31,719.65
Paae
14
1
3
3
3
5
5
6
7
Current
Value
7,374.71
9,613.60
34,778.48
14,342.63
28,270.00
29,000.00
0.00
Fiduciary
Acquisition
Value
677,574.65
869,584.42
0.00
869,584.42
123,379.42
746,205.00
0.00
100,350.00
645,855.00
677,574.65
SCHEDULE A
RECEIPTS OF PRINCIPAL
Fiduciary
Acquisition
Value
Cash
0511412006 PNC Advisors - Trust Account No. 648.052.57
27-27-001-3745889, date of death balance
06129/2006 MBNA Procurement Services, Inc. - Refund of 155.44
Overpayment
07/13/2006 Comcast - Refund 13.92
08111/2006 Cash - Change Found in House 9.00
08111/2006 Real Estate Taxes - Prorations per settlement 1.754.35
statement for sale of home
08111/2006 SewerlTrash - Prorations per settlement 68.74
statement for sale of home
09/29/2006 Pa. American Water Company - Refund 13.08
10/16/2006 PP&L - Refund 102.56
01/10/2007 Pa. Dept. of Revenue - Pa. Inheritance Tax 42.76
Refund of Overpayment
Total Cash 650.212.42
Personal ProDertv
0511412006 Contents of home and personal property - Sold 6.342.00
at Public Sale - as per attached Auction
Statement
0511412006 Contents of home and personal property - Sold 1.180.00
at Public Sale - as per attached Auction
Statement
0511412006 Personal Property - Dining Room Table, value as 350.00
per attached appraisal
Total Personal Property 7.872.00
Real Estate
0511412006 Real Estate - All that certain piece or parcel of 211.500.00
real estate having erected thereon a dwelling
house being known and numbered as 240
Reeser Road, Camp Hili, Pennsylvania. The sale
price of the real estate was $211,500.00.
Total Real Estate 211.500.00
1
SCHEDULE A
RECEIPTS OF PRINCIPAL
Continued
Total Receipts of Principal
2
Fiduciary
Acquisition
Value
869.584.42
SCHEDULE C
DISBURSEMENTS OF PRINCIPAL
Debts of Decedent
0610612006 James D. Bogar, Esquire - Preparation of 2.603.76
Guardianship Petition
0610612006 Metro Med Services - Final Illness 93.20
0610612006 Saye & Gette Dermatology Associates - Doctor n.oo
Bill-Final Illness
06122/2006 Pinnacle Health Hospitals - Hospital Bill-Final 1.374.00
Illness
0613012006 Susquehanna Internal Medicine - Doctor 120.00
Bill-Final Illness
07/24/2006 Conner Rich Associates - Doctor Bill-Final 325.00
Illness
08107/2006 Pinnacle Health Hospitals - Hospital Bill-Final 1.081.00
Illness
08114/2006 Bureau of Management - Bill-Final Illness 904.00
08114/2006 Pinnacle Health Medical Service - Hospital 750.00
Bill-Final Illness
0811812006 Holy Spirit Hospital - Hospital Bill-Final Illness 46.75
Total Debts of Decedent 7.374.71
Funeral EXDenses
0610612006 Malpezzl Funeral Home - Funeral Service 9.613.60
Total Funeral Expenses 9.613.60
Administration EXDenses
05131/2006 Register of Wills - Probate Fees 656.00
06101/2006 Cumberland Law Journal - Executor's Notice 75.00
0612612006 Verizon - Telephone-Final Bill 56.65
3
SCHEDULE C
DISBURSEMENTS OF PRINCIPAL
Continued
06129/2006 Duty's Lock Safe & Security - Re-Key Locks for 60.00
house
TO BE PAID Vital Check Payment Services - Death 16.00
Certificate-Richard Householder, Beneficiary
07/1312006 AT&T - Telephone Bill-Final 45.34
07/13/2006 Hampden Township - Sewerrrrash Final Bill 124.00
07/13/2006 Marie Huber, Tax Collector - 2006-2007 School 1,735.89
Real Estate Taxes
07/1312006 The Patriot-News - Executor's Notice 103.65
07120/2006 Rowe's Auction Service - Commission on Sale 2,219.00
of Personal Property
07120/2006 Rowe's Auction Service - Commission on Sale 295.00
of Personal Property
0810812006 Terry Lindsey Hauling - Hauling Debris from 455.00
House Prior to Sale
08111/2006 Keystone Land Transfer - Tax Certifications-Sale 2.00
of Real Estate
08111/2006 M.C. Walker Realty - Real Estate 12,690.00
Commission-Sale of Home
08111/2006 Paramount Exterminating Co. - Treatment of 185.50
Home for Carpenter Ants Prior to Sale
08111/2006 Recorder of Deeds - Realty Transfer Tax 2,115.00
0811112006 Ruth Renninger - Preparation of House for Sale 562.50
0811112006 Sandy Harmon - Preparation of House for Sale 532.50
08111/2006 T.D.H.I. - Repairs to Home Prior to Sale 200.00
08111/2006 Teresa Durham - Preparation of House for Sale 522.54
0811812006 Mark E. Shedlosky Landscaping - Lawn Service 795.00
0811812006 Zimmerman Plumbing & Heating - Repairs to 119.00
House prior to Sale
0812812006 PA American Water - Water Bill 66.75
0812812006 PPL - Electric Bill-Final 474.79
08131/2006 PNC Advisors - Trust Account No. 2,284.17
27-27-001-3745889 maintenance fees
May-August 2006
4
.' .
SCHEDULE C
DISBURSEMENTS OF PRINCIPAL
Continued
10/0512006 PNC Advisors - Trust Account No. 571.25
27-27-001-3745889 Asset Value Fee
10/23/2006 Register of Wills - Filing Fee-Pa. Inheritance Tax 30.00
Return and Inventory
10/23/2006 Register of Wills - Filing Fee-Bequest 10.00
Renunciations
11/07/2006 PNC Advisors - Trust Account No. 573.43
27-27-001-3745889 Asset Value Fee
12/0512006 PNC Advisors - Trust Account No. 575.30
27-27-001-3745889 Asset Value Fee
12/31/2006 PNC Bank, N.A. - Service Charges - Estate 50.00
Checking Account November and December,
2006
01/0512007 PNC Advisors - Trust Account No. 5n.22
27-27-001-3745889 Asset Value Fee
TO BE PAID RESERVES: - Costs to conclude administration 6.000.00
of Estate Including filing fee for First and Final
Account; anticipated Trust maintalnance fees;
medical expenses; preparation of Personal and
Fiduciary Income Tax Returns
Total Miscellaneous Administrative Expenses 34. n8.48
Federal and State Taxes
0810812006
Register of Wills, Agent - Pa. Inheritance Tax
Total Taxes
14.342.63
14.342.63
Commissions
TO BE PAID
Howard R. Greenawalt, CPA - Executor's
Commission
Total Commissions
28.270.00
28.270.00
5
. '
SCHEDULE C
DISBURSEMENTS OF PRINCIPAL
Continued
Fees
10/23/2006
TO BE PAID
James D. Bogar. One-Half (1/2) Attorney's Fees
James D. Bogar. One-Half (1/2) Attorney's Fees
Total Fees
TOTAL DISBURSEMENTS OF PRINCIPAL
6
14.500.00
14.500.00
29.000.00
123.379.42
SCHEDULE D
DISTRIBUTIONS OF PRINCIPAL
05114/2006 Frank H. Lillie - Specific Bequest - Dining Room 350.00
Table
08111/2006 Annlck Barninger - Specific Bequest - Armoire - 0.00
Renounced. Armoire was conveyed with real
estate given that it was attached to the bedroom
wall.
08111/2006 Rebecca Mead Guether - Memorandum Bequest 0.00
- Clothing and Jewelry - Renounced. Became a
part of the residuary Estate
10/23/2006 Brian Lillie - Specific Bequest 25.000.00
10/23/2006 Edith Janey Lillie Little - Predeceased Decedent - 0.00
Specific Bequest of $25,000.00 became a part of
the residuary Estate
10/23/2006 Eugene M. Lillie - Predeceased Decedent - 0.00
Specific Bequest of $25,000.00 became a part of
the residuary Estate
10/23/2006 Frank Lillie - Specific Bequest 25.000.00
10/23/2006 Rebekah L. Geuther - Specific Bequest 25.000.00
10/23/2006 Richard K. Householder - Predeceased Decedent 0.00
- Specific Bequest of $50,000.00 became a part
of the residuary Estate
10/23/2006 Ruth Kaley - Specific Bequest 25.000.00
100.350.00
TOTAL DISTRIBUTIONS TO BENEFICIARIES 100.350.00
7
SCHEDULE G
RECEIPTS OF INCOME
Dividend
06101/2006 PNC Wealth Management - Revocable Trust 414.07
Account No. 27-27-001-3745889, dividend
earned-Blackrock Low Duration
06101/2006 PNC Wealth Management - Revocable Trust 109.65
Account No. 27-27-001-3745889, dividend
earned-Blackrock Funds Money Market
07/0312006 PNC Wealth Management - Revocable Trust 413.74
Account No. 27-27-001-3745889, dividend
earned-Blackrock Low Duration
07/0312006 PNC Wealth Management - Revocable Trust 2.75
Account No. 27-27-001-3745889, dividend
earned-Blackrock Funds Money Market
07/0312006 PNC Wealth Management - Revocable Trust 64.11
Account No. 27-27-001-3745889, dividend
earned-Blackrock Funds Money Market
08101/2006 PNC Wealth Management - Revocable Trust 473.88
Account No. 27-27-001-3745889, dividend
earned-Blackrock Low Duration
08101/2006 PNC Wealth Management - Revocable Trust 8.42
Account No. 27-27-001-3745889, dividend
earned-Blackrock Funds Money Market
08101/2006 PNC Wealth Management - Revocable Trust 44.19
Account No. 27-27-001-3745889, dividend
earned-Blackrock Funds Money Market
09/01/2006 PNC Wealth Management - Revocable Trust 92.30
Account No. 27-27-001-3745889, dividend
earned-Blackrock Low Duration
09/01/2006 PNC Wealth Management - Revocable Trust 28.81
Account No. 27-27-001-3745889, dividend
earned-Blackrock Funds Money Market
09/0112006 PNC Wealth Management - Revocable Trust 1.053.87
Account No. 27-27-001-3745889, dividend
earned-Blackrock Funds Money Market
8
SCHEDULE G
RECEIPTS OF INCOME
Continued
10/02/2006 PNC Wealth Management - Revocable Trust 48.02
Account No. 27-27-001-3745889, dividend
earned-Blackrock Funds Money Market
10/02/2006 PNC Wealth Management - Revocable Trust 1.634.40
Account No. 27-27-001-3745889, dividend
earned-Blackrock Funds Money Market
11/01/2006 PNC Wealth Management - Revocable Trust 62.45
Account No. 27-27-001-3745889, dividend
earned-Blackrock Funds Money Market
12/01/2006 PNC Wealth Management - Revocable Trust 71.53
Account No. 27-27-001-3745889, dividend
earned-Blackrock Funds Money Market
12/01/2006 PNC Wealth Management - Revocable Trust 1.693.86
Account No. 27-27-001-3745889, dividend
earned-Blackrock Funds Money Market
01/0312007 PNC Wealth Management - Revocable Trust 83.92
Account No. 27-27-001-3745889, dividend
earned-Blackrock Funds Money Market
01/0312007 PNC Wealth Management - Revocable Trust 1.742.05
Account No. 27-27-001-3745889, dividend
earned-Blackrock Funds Money Market
TOTAL DIVIDEND INCOME 8,042.02
Interest/Ban k
05/15/2006 PNC Wealth Management - Revocable Trust 209.59
Account No. 27-27-001-3745889, interest
earned-laSalle Bank, NA
05/15/2006 PNC Wealth Management - Revocable Trust 209.59
Account No. 27-27-001-3745889, Interest
earned-Standard Federal Bank Certificate of
Deposit
06112/2006 PNC Wealth Management - Revocable Trust 424.66
Account No. 27-27-001-3745889, interest
earned-Bank of Landisburg CD
9
SCHEDULE G
RECEIPTS OF INCOME
Continued
0611412006 PNC Wealth Management - Revocable Trust 206.38
Account No. 27-27-001-3745889, Interest
earned-LaSalle Bank NA Certificate of Deposit
0611412006 PNC Wealth Management - Revocable Trust 206.38
Account No. 27-27-001-3745889, Interest
earned-Standard Federal Bank Certificate of
Deposit
07/11/2006 PNC Wealth Management - Revocable Trust 410.96
Account No. 27-27-001-3745889, interest
earned-Bank of Landlsburg CD
07/1412006 PNC Wealth Management - Revocable Trust 207.53
Account No. 27-27-001-3745889, interest
earned-laSalle Bank NA Certificate of Deposit
07/1412006 PNC Wealth Management - Revocable Trust 207.53
Account No. 27-27-001-3745889, Interest
earned-Standard Federal Bank Certificate of
Deposit
0810412006 PNC Wealth Management - Revocable Trust 1.137.50
Account No. 27-27-001-3745889, interest
earned-Federal Farm Credit
08107/2006 PNC Wealth Management - Revocable Trust 1.051.11
Account No. 27-27-001-3745889, interest
earned-Federal Home Loan Bank Bonds
08107/2006 PNC Wealth Management - Revocable Trust 1.056.25
Account No. 27-27-001-3745889, Interest
earned-Federal Home Loan Bank Bonds
0810812006 PNC Wealth Management - Revocable Trust 993.11
Account No. 27-27-001-3745889, Interest
earned-Federal Home Loan Bank Bonds
0810812006 PNC Wealth Management - Revocable Trust 18.96
Account No. 27-27-001-3745889, Interest
earned-Federal Farm Credit Bank Bonds
08110/2006 PNC Wealth Management - Revocable Trust 424.66
Account No. 27-27-001-3745889, interest
earned-Bank of Landlsburg CD
10
SCHEDULE G
RECEIPTS OF INCOME
Continued
0811412006 PNC Wealth Management - Revocable Trust 240.78
Account No. 27-27-001-3745889, Interest
earned-laSalle Bank NA Certificate of Deposit
0811412006 PNC Wealth Management - Revocable Trust 240.78
Account No. 27-27-001-3745889, Interest
earned-Standard Federal Bank Bank NA
Certificate of Deposit
09/0512006 PNC Wealth Management - Revocable Trust 2.444.93
Account No. 27-27-001-3745889, Interest
earned-Doral Federal Savings Bank Certificate
of Deposit
09/12/2006 PNC Wealth Management - Revocable Trust 75.62
Account No. 27-27-001-3745889, interest
earned-Banco Popular Puerto Rico Certificate of
Deposit
09/12/2006 PNC Wealth Management - Revocable Trust 424.66
Account No. 27-27-001-3745889, interest
earned-Bank of Landisburg Certificate of
Deposit
09/1412006 PNC Wealth Management - Revocable Trust 247.15
Account No. 27-27-001-3745889, Interest
earned-laSalle Bank, N.A. Certificate of Deposit
09/1412006 PNC Wealth Management - Revocable Trust 247.15
Account No. 27-27-001-3745889, Interest
earned-Standard Federal Bank Certificate of
Deposit
10/11/2006 PNC Wealth Management - Revocable Trust 410.96
Account No. 27-27-001-3745889, Interest
earned-Bank of Landlsburg CD
10/16/2006 PNC Wealth Management - Revocable Trust 232.19
Account No. 27-27-001-3745889, Interest
earned-laSalle Bank, N.A. Certificate of Deposit
10/16/2006 PNC Wealth Management - Revocable Trust 232.19
Account No. 27-27-001-3745889, Interest
earned-Standard Federal Bank Certificate of
Deposit
11
SCHEDULE G
RECEIPTS OF INCOME
Continued
11/01/2006 PNC Wealth Management - Revocable Trust 1.753.79
Account No. 27-27-001-3745889, dividend
earned-Blackrock Funds Money Market
11/13/2006 PNC Wealth Management - Revocable Trust 424.66
Account No. 27-27-001-3745889, Interest
earned-Bank of Landlsburg CD
11/1412006 PNC Wealth Management - Revocable Trust 225.92
Account No. 27-27-001-3745889, Interest
earned-LaSalle Bank, N.A. Certificate of Deposit
11/1412006 PNC Wealth Management - Revocable Trust 225.92
Account No. 27-27-001-3745889, Interest
earned-laSalle Bank, N.A. Certificate of Deposit
12/1412006 PNC Wealth Management - Revocable Trust 146.30
Account No. 27-27-001-3745889, Interest
earned-laSalle Bank NA Certificate of Deposit
12/1412006 PNC Wealth Management - Revocable Trust 410.96
Account No. 27-27-001-3745889, interest
earned-Bank of Landlsburg CD
12/15/2006 PNC Wealth Management - Revocable Trust 146.30
Account No. 27-27-001-3745889, interest
earned-laSalle Bank NA Certificate of Deposit
12/31/2006 PNC Bank, N.A. - Interest Earned In Estate 384.12
Checking Account through December 31, 2007
12/31/2006 PNC Bank, N.A. - Interest Earned In personal 0.13
Checking Account from date of death through
close-out of account
01/12/2007 PNC Wealth Management - Revocable Trust 424.66
Account No. 27-27-001-3745889, Interest
earned-Bank of Landlsburg CD
01/16/2007 PNC Wealth Management - Revocable Trust 119.33
Account No. 27-27-001-3745889, Interest
earned-LaSalle Bank Certificate of Deposit
01/16/2007 PNC Wealth Management - Revocable Trust 119.33
Account No. 27-27-001-3745889, interest
earned-Standard Federal Certificate of Deposit
12
SCHEDULE G
RECEIPTS OF INCOME
Continued
01/24/2007
PNC Wealth Management - Revocable Trust
Account No. 27-27-001-3745889, Interest
earned-Standard Federal Certificate of Deposit
TOTAL BANK INTEREST
Other Income
01/24/2007
PNC Wealth Management - Revocable Trust
Account No. 27-27-001-3745889 - gains on sales
or maturities of assets
TOTAL RECEIPTS OF INCOME
13
42.78
7,692.81
15,984.82
7,692.81
31,719.65
PROPOSED DISTRIBUTIONS TO BENEFICIARIES
TO:
First Church of Christ, Scientist - Proposed Distribution
First Church of Christ, Scientist (Harrisburg) - Proposed
Distribution
The Principia College - Proposed Distribution
Total
14
Current Value
01/24/2007
or as noted
Fiduciary
Acquisition
Value
225.858.22
225.858.22
225.858.21
6n.574.65
6n.574.65
Court of Common Pleas of Cumberland County, Pennsylvania
Orphans' Court Division
No. 21-06-0468
Estate of Laura A. Johnson, Deceased
Affidavit
Howard R. Greenawalt, Executor under the Last Will and Testament of Estate of Laura A. Johnson,
Deceased, hereby declares under oath that he/she has fully and faithfully discharged the duties of
hislher office; that the foregoing 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 hislher knowledge, there are no claims now outstanding against the
estate; that all taxes presently due from the estate have been paid; and that more than four months
have elapsed since the first complete advertisement of the granting of letters In this estate.
e%Q1/~~~
R. Greenawalt ,
Subscribed and sworn to
before me thi~ay
Of~{}u..o.rLf ,200l,
-:Em n u of (AJJ2flA.arnLJ
Notary Public
COMMONWEAllll OF PENNSYlVANIA
NOTARIAL SEAL
BONNIE l. WILLlAMS,NOTARY PUBUC
SHIREMANSTOWN BORO., CUMBERLAND CO.
MY COMMISSION EXPIRES APRIL 18 2009
LAST WILL AND TESTAMENT
OF
LAURA A. JOHNSON
I, LAURA A. JOHNSON, of Hampden Township, Cumberland
County, Pennsylvania, make, publish and declare this as and for
my Last Will and Testament, hereby revoking all other Wills and
Codicils heretofore made by me.
FIRST: I give and bequeath my dining room table to
FRANK H. LILLIE, of 10939 Putnam Road, Englewood, Ohio.
SECOND: I give and bequeath my armoire to my friend,
ANNICK BARN INGER , of 2401 Cope Drive, Mechanicsburg, Pennsylva-
nia.
THIRD: I bequeath such of my tangible personal prop-
erty as is set forth in a separate dated and signed Memorandum,
which dated and signed Memorandum shall be placed with or at-
tached to this, my Last Will and Testament, to the individuals
designated therein. It is my intent that the last dated and
signed Memorandum shall control. If there is no Memorandum, it
is my intent that all of my tangible personal property shall be
and become a part of my residuary estate.
FOURTH: I give and bequeath the sum of Fifty Thousand
and NO/100 ($50,000.00)" Dollars, to. my friend; RICHARDK.
HOUSEHOLDER, of 2151 Yale Avenue, Camp hill, Pennsylvania.
FIFTH: I give and bequeath the sum of Twenty-Five
($25,000.00) Dollars, to my friend, RUTH
~ Second Street, Presbyterian Apartments,
Harrisburg, Pennsylvania.
t SIXTH: I give and bequeath the sum of Twenty-Five
~ Thousand and NO/100 ($25,000.00) Dollars, to my niece, EDITH
~~' JANET LILLIE LITTLE, of 212 Church Street, Corry, Pennsylvania.
": r "-'
, ,
j '0
.,
h-
i""
...~
-.:\
"'...}
\:j'
I
4!
SEVENTH: I give and bequeath the sum of Twenty-Five
Thousand and NO/100 ($25,000.00) Dollars, to my cousin, REBECCA
.
MEAD GUETHER, of R. D. 1, Box 1396, Waymart, Pennsylvania.
EIGHTH: I give and bequeath the sum of Twenty-Five
Thousand and NO/100 ($25,000.00) Dollars, to my nephew, EUGENE M.
LILLIE, of 212 Church Street, Corry, Pennsylvania.
NINTH: I give and bequeath the sum of Twenty-Five
Thousand and NO/100 ($25,000.00) Dollars, to my nephew, FRANK H.
LILLIE, of 10939 Putnam Road, Englewood, Ohio.
TENTH: I give and bequeath the sum of Twenty-Five
Thousand and NO/100 ($25,000.00) Dollars, to my nephew, BRIAN
LILLIE, of 2889 Fiesta Drive, York, Pennsylvania.
ELEVENTH: Should any of the individuals named in
Clauses FIRST through and including TENTH, including those
individuals named in the Memorandum attached hereto, predecease
me, I direct that their share or shares under this, my Last Will
and Testament, be and become a part of my residuary estate to be
distributed as set forth hereinbelow.
TWELFTH: I devise and bequeath all the rest, residue
and remainder of my estate of whatever nature and wherever
situate, including any property over which I hold power of
appointment and together with any insurance policies thereon, as
follows:
(A) One-Third (1/3) thereof to the FIRST CHURCH OF
CHRIST SCIENTIST, CHRISTIAN SCIENCE CENTER, Boston, Massa-
chusetts, to be used for general purposes as that organiza-
tion deems appropriate.
(B) One-Third (1/3) thereof to the FIRST CHURCH OF
CHRIST SCIENTIST, 2147 North Front Street, Harrisburg,
Pennsylvania, to be used for general purposes as that orga-
nization deems appropriate.
(C) One-Third (1/3) thereof to the PRINCIPIA COLLEGE,
2
Elsah, Illinois, to be used for general purposes as that
organization deems appropriate.
THIRTEENTH: In addition to all powers granted to them
by law and by other provisions of this Will, I give the
fiduciaries acting hereunder the following powers, applicable to
all property, exercisable without court approval and effective
until actual distribution of all property:
(A) To sell at public or private sale, or to lease,
for any period of time, any real or personal property and to give
options for sales, exchanges or leases, for such prices and upon
such terms (including credit, with or without security) or
conditions as are deemed proper. This includes the power to give
legally sufficient instruments for transfer of the property and
to receive the proceeds of any disposition of it.
(B) To partition, subdivide, or improve real estate
and to enter into agreements concerning the partition, subdivi-
sion, improvement, zoning or management of real estate and to
impose or extinguish restrictions on real estate.
(C) To compromise any claim or controversy and to
abandon any property which is of little or no value.
(D) To invest in all forms of property, including
.-
~i stocks, common trust funds and mortgage investment funds, without
~ restriction to investments authorized for Pennsylvania fiduci-
~ aries, as are deemed proper, without regard to any principle of
'-I
..\:~ diversification, risk or productivity.
'",..
(E) To exercise any option, right or privilege granted
insurance policies or in other investments.
(F) To exercise any election or privilege given by the
Federal and other tax laws, including, but not necessarily being
limited to, personal income, gift and estate or inheritance tax
laws.
(G) To make distributions to my herein named benefici-
3
aries in cash or in kind or partly in each.
(H) To borrow money from themselves or others in order
to pay debts, taxes, or estate or trust administration expenses,
to protect or improve any property held under my will, and for
investment purposes.
(I) To select a mode of payment under any qualified
retirement plan (pension plan, profit sharing plan, employee
stock ownership plan, or any other type of qualified plan) to the
extent the plan or the law permits them to do so, and to exercise
any other rights which they may have under the plan, in whatever
manner they consider advisable.
FOURTEENTH: I direct that all inheritance, estate,
transfer, succession and death taxes, of any kind whatsoever,
which may be payable by reason of my death, whether or not with
respect to property passing under this Will, shall be paid out of
the principal of my residuary estate.
FIFTEENTH: All interests hereunder, whether principal
or income, which are undistributed and in the possession of the
fiduciaries acting hereunder, even though vested or distribut-
able, shall not be subject to attachment, execution or sequestra-
tion for any debt, contract, obligation or liability of any
beneficiary, and furthermore, shall not be subject to pledge,
assignment, conveyance or anticipation.
SIXTEENTH: I nominate and appoint HOWARD R.
GREENAWALT, of Mechanicsburg, Pennsylvania, as Executor of this,
Last Will and Testament. In the event of the death, resigna-
inability to serve for any reason whatsoever of the said
GREENAWALT, I nominate and appoint FULTON FINANCIAL
of Harrisburg, Pennsylvania, Executor of this, my Last
Will and Testament. I direct that my Executor, and their succes-
sors, shall not be required to post security or a bond for the
performance of their duties in any jurisdiction.
~
J"~
4
IN WITNESS WHEREOF, I have hereunto set my hand and
seal to this, my Last Will and Testament, this v~~ day of
.
~ ' 2002.
;$;f<'-~ fl" r'.A~
A. JOHNSO
Signed, sealed, published and declared by the above-
named Testatrix as and for her Last Will and Testament in our
presence, who, at her request, in her presence and in the
presence of each other, have hereunto subscribed our names as
attesting witnesses.
Address
~
Address
5
MEMORANDUM
In accordance with the provisions of Clause THIRD of my
Last Will and Testament, dated March 27, 2002, I direct that the
following described personal property be given outright to those
individuals so designated:
To REBECCA MEAD GUETHER, all of my clothing and
all of my jewelry.
'-..fJ j /
Date~. ^7! ~61J~ h~-AJ t?"L~/AA,'ill..~'-/ (SEAL)
,{,AURA A. JOHNS-ON
v f
DECEDENT'S ESTATE
COURT OF COMMON PLEAS OF
CUMBERLAND COUNTY, PENNSYLVANIA
ORPHANS' COURT DMSION
ESTATE OF LAURA A. JOHNSON
. DECEASED
No. 21-06-0468
PETITION FOR ADJUDICATION I
STATEMENT OF PROPOSED DISTRIBUTION
PURSUANT TO Pa. O.C. Rule 6.9
C)
CoO
. -" ::eJ c:2
)~:.-;;
(_/J ;..>.:..:.:.
i-)~~~2. ~
";:~)jj
. --\
t-,..)
C;-'
c-:J
--'
(--
'."":;::\'
~
v.:>
~
.-....
--
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.
INCLUDE ATTACHMENTS AT THE BACK OF THIS FORM.
Name of Counsel: James D. Bogar
Supreme CourtlD. No.: 19475
Name of Law Firm: Law Offices of James D. Bogar
Address: One West Main Street, Shiremanstown, PA 17011
Telephone: 717-737-8761
Fax: 717-737-2086
Form OC.OJ rev. 10.13.06
Page 1 of 10
o
co
.,
-n
,--, \
'eJ
,-)
--.)
;~~~
-) c=)
1"-,1
-=:J
Cy
;=-n
C) '~~?\
rv
;&;'"
Estate of LAURA A. JOHNSON
. Deceased
1. Name(s) and addressees) ofPetitioner(s):
Name:
Howard R. Greenawalt
Address:
400 West Main Street
Mechanicsburg, PA 17055
Identify any executors or administrators who have not joined in the Petition for
Adjudication and Statement of Proposed Distribution and state reason:
None
Is this the fIrst accounting by this fiduciary? . . . . . . . . . . . . . . . . . . . .. I!2J Yes D No
If not, identify prior accountings, the accounting periods covered, and the date of
adjudication of the prior accounting.
2. Decedent died on May 14,2006
21 Letters Testamentary or DLetters of Administration were granted to Petitioner(s) on
Mav 31. 2006
Date of Will (if applicable): March 27 2002
,
Date(s) of Codicil(s) (if applicable):
Date of probate (if different from date Letters granted): May 31, 2006
Was a bond required? [JY es 21 No If yes, state amount:
Are proofs of advertising of the grant of Letters attached? ......... r2J Yes [J No
Dates of advertising of the grant of Letters: The Patriot News-June 14 21 28 2006'
, " ,
Cumberland Law Journal-June 16, 23, 30, 2006
Form OC-OJ rev. JO.13.06
Page 2 of! 0
Estate of LAURA A. JOHNSON
. Deceased
3. Was decedent survived by a spouse? ............................. DYes I21No
If yes, name of the surviving spouse:
4. Has the surviving spouse fIled to take an elective share? ............. [JYes D No
(See Section 2201 et sea. 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 (ifnone, so state):
None
6. Did decedent many after execution of Will orCodicil(s)? ........... DYes 21 No
Were any children born to decedent after execution of
Will or Codicil(s)? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . DYes 21 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. ~ 1412, was a request for a statement of claim sent to
the Department of Public Welfare? .............................. f2]Yes CJ No
Form OC-01 rev. 10.13.06
Page 3 of! 0
Estate of LAURA A. JOHNSON
. 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. Notice attached.
Schedule J-IIB attached with addresses.
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. Copy of Notice to
Attorney General attached. Clearance to be provide d upon receipt of
same .
9. List all parties (charitable and non-charitable) of whom Petitioner(s) haslhave 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 orEach Party in Interest RelationahilJ and Comments, ir arrv Interest
See Attached Schedule
J-IIB from Pa. Inheritance
Tax Return
Form OC-01 rev. 10.13.06
Page 4 ofl 0
Estate of LAURA A. JOHNSON
. Deceased
Name andAddreas of Each Partv in Interest RelationahiD and Comments, if anll Interest
B. Identify each party who is not sui juris (e.g., minors or incapacitated persons).
For each such party, give date of birth, the name of each Guardian and how each
Guardian was appointed. If no Guardian has been appointed, identify the next of
kin of such party, giving the name, address and relationship of each.
N/A
C. State why a Petition for GuardianlTrustee Ad Litem has or has not been filed for
this Audit (~ee Pa. 0. C. Rule 12.4).
Appointment of Guardian/frustee not required.
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 DC-Ol rB1l.10.13.06
Page 5 of 10
Estate of LAURA A. JOHNSON
, 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 andAddress of Each Claimant Amount ofC/aim Claim Will Claim
Admitted? BePaidln
Full?
N/A DYes DYes
DNo DNo
DYes DYes
DNo ONo
DYes DYes
DNo DNo
[jYes DYes
DNo DNo
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?
.... . . . .. . .. . . .. ... . . . .. . . . . . . ..
DYes I2JNo
DYes ONo
Was family exemption allowed?
.. .. . . ... . . ... .. . . . .. .. . . . . . . . . .
Family exemption claimant's name and relationship:
Name:
Relationship:
Form OC-01 rev. 10.13.06
Page 6 of 10
Estate of LAURA A. JOHNSON
. Deceased
12. The amount of Pennsylvania Transfer Inheritance Tax and additional Pennsylvania Estate
Tax paid, the date(s) ofpayment(s), and the interest(s) upon which paid, are as follows:
Date
8/11/06
Payment Interest
Pa. Transfer Inheritance
Tax - $14,342.63 0.00
13. On the date of death, was the decedent a fiducimy
(personal representative, trustee, guardian, agent under power
of attorney) or surety on the bond of a fiducimy? .. . . . . . . . . . . . . . . . . . DlYes 121 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 fiducimy administration of the
estate.
14. A. Describe in detail any questions requiring adjudication and state the position of the
Petitioner(s) as to each question:
N/A
B. Has notice of the question requiring adjudication been given
to the parties identified in Paragraph 9 above? .................. DlYes D No
15. IfPetitioner(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 aC-01 rev. 10.13.06
Page 7 of 10
Estate of LAURA A JOHNSON
. Deceased
16. Had the decedent been adjudicated an incapacitated person? . . . . . . . . . . DYes 121 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.
None
B. Has notice of the additional receipts and disbursements been
given to the parties identified in Paragraph 9 above? ............ . DYes D No
18. If a reserve is requested, state amount and purpose.
Amount: 6,000.00
Purpose: Costs to conclude administration of Estate including Trust Maintenance
Fees; unpaid medical expenses; preparation of personal and fiduciary
income tax returns, etc.
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? ........................................ DYes laNo
If so, attach a copy of the notice.
19.
Is the Court being asked to direct
the filing of a Schedule of Distribution?
. . . . . . . . . . . . . . . . . . . . . . . . ..
DYes [2] No
As to real estate only? ........................................ []Yes l2JNo
Form OC-OJ rev. JO.13.06
Page 8 of 10
Estate of LAURA A. JOHNSON
. Deceased
Wherefore, your Petitioner(s) ask(s) that distribution be awarded to the parties entitled
and suggest(s) that the distributive shares of income and principal (residuary shares being stated
in proportions, not amounts) are as follows:
A. Income:
Proposed Distributee{s)
Amount/Proportion
First Church of Christ, Scientist
One-third of Rest, Residue
First Church of Christ, Scientist (Harrisburg)
One-third of Rest, Residue
The Principia College
One-third of Rest, Residue
B. Principal:
Proposed Distributee{s)
Amount/Proportion
Same as "A"
Submitted By:
(All petitioners must sign.
Add additional lines ifnecessary):
N~~{~=~~waU
Name of Petitioner:
Form OC-01 rev. 10.13.06
Page 9 ofl 0
Estate of LAURA A. JOHNSON
. Deceased
Verification of Petitioner
(Verification must be by at least one petitioner.)
The undersigned hereby verifies 'I< [that he/she IS title
of the above-named name of corporation 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).
~41tt'/M,,~
SIgnature of Petitioner
* Corporate petitioners must complete hracketed information.
Certification of Counsel
The undersigned counsel hereby certifies that the foregoing Petition for Adjudication!
Statement of Proposed Distribution is a true and accurate reproduction of the form Petition
authorized by the Supreme Court, and that no changes to the form have been made beyond the
responses herein.
for Petitioner
Form DC-OJ rev. JO.13.06
Page 10 of 10
~1502 EX+ (H8)
*'
SCHEDULE J-IIB
CHARITABLE AND GOVERNMENTAL
DISTRIBUTIONS
continued
COMMONWEALlH OF PENNSYLVANIA
INHERITANCE TAX AETtJRN
RESQ)ENT DECEDENT
ESTATE OF
Johnson, Laura A.
FILE NUMBER
21-06-0468
ITEM
NUMBER DESCRIPTION
AMOUNT
1
First Church of Christ, Scientist
Estate and Trust Administration
175 Huntington Avenue, A-10
Boston, MA 02115
One-third (1/3) 0
Rest, Residue and
Renainder
TIN: 04-2254742
2
First Church of Christ, Scientist (Harrisburg)
2147 North Front Street
Harrisburg, PA 17110
One-third (1/3) 0
Rest, Residue and
Renainder
TIN: 23-1578190
3
The Principia College
Attn: Treasurer's Office
13201 Clayton Road
Saint Louis, MO 63131
One-third (1/3) 0
Rest, Residue and
Renainder
TIN: 43-0652667
Subtotal
Copyright (e) 2002 form software only The Lackner Group, Inc.
Form PA.1500 Schedule J.IIB (Rev. 6-98)
IN RE: ESTATE OF
LAURA A. JOHNSON,
LATE OF LOWER ALLEN TWP.,
CUMBERLAND COUNTY,
PENNSYLVANIA,
DECEASED
IN THE COURT OF COMMON PLEAS OF
CUMBERLAND COUNTY, PENNSYLVANIA
ORPHANS' COURT DIVISION
NO. 21-06-0468
NOTICE OF FILING ACCOUNT
NOTICE IS HEREBY GIVEN that Howard R. Greenawalt, Executor of the
Estate of Laura A. Johnson, deceased, has this date filed his First and
Final Account and Statement of Proposed Distribution in the above-captioned
Estate in the Cumberland County Register of Wills Office where the same is
filed as public record and may be inspected. Enclosed herewith is a copy
of the First and Final Account as filed.
YOU ARE FURTHER notified that any exceptions or objections to said
Account must be filed in writing at the Cumberland County Clerk of the
Orphans' Court Office not later than the audit day of said Account sched-
uled as set forth below.
UNLESS written exceptions or objections are filed thereto, said
Account will be presented to the above-captioned Court at 9:30 A.M. on
Tuesday, March 6, 2007, at which time said Account will be audited.
Date: J 131 107
Bog r, Esquire
for Estate
One West Main Street
Shiremanstown, PA 17011
(717) 737-8761
cc: First Church of Christ, Scientist
First Church of Christ, Scientist (Harrisburg)
The Principia College
Howard R. Grenawalt, Executor
NOTICE OF CHARITABLE GIFT
(In Accordance with Pa. D.C. Rille 5.5)
COURT OF COMMON PLEAS OF
CUMBERLAND COUNTY PENNSYLVANIA
,
ORPHANS' COURT DMSION
ESTATE OF LAURA A JOHNSON
,D SETTLOR fa DECEASED
No. 21-06-0468
Chief, Charitable Trusts and Organizations Section
Office of the Attorney General
Date: January 31, 2007
Dear Sir or Madam:
Notice is given of a charitable gift as follows:
1. The nature of the present proceeding is:
(a) An Account which has been or will be listed for Audit in the Orphans' Court on
March 6 , 20 07 . in Cumberland County, Carlisle, Pennsylvania
(State name of Courthouse and town/city.)
The time and place of the Audit is Court Room No.1 at 9:30 a o'clock. If not
provided herein, the time and location will be provided upon request when that information
becomes available.
(b) If the proceedings are other than an Account, state the nature of the proceedings and the
place, date and time fixed for hearing:
N/A
· II more space Is requlred, attach add1tlllWll sheets.
Pann OC-06 rev. 10.1:1.06
Page 1 of 4
Estate of LAURA A. JOHNSON
DSettlor iZI Deceased
2. Charitable gifts are made as follows:
(a) Give full names and addresses of charities, and names and addresses of counsel, if any.
See Attached.
(b) If pecuniary legacies, state exact amounts and indicate whether legacies will be or have
been paid in full; if not give reasons therefor.
N/A
(c) If the charitable interest is a future interest and the estimated present value of the property
involved exceeds $25,000, a brief description thereof including the conditions precedent to
its vesting in enjoyment and possession, the names and ages of persons known to have
interests preceding such charitable interest, and the approximate market value of the
property involved.
N/A
(d) If residuary gift, state nature and value of share.
Each residuary beneficiary listed in 2(a) will receive one-third (113) of rest, residue and
remainder of the Estate of Laura A. Johnson
Form OC-06 rev. 10.13.06
Page 2 of 4
Estate of LAURA A. JOHNSON
n Settlor 21 Deceased
3. Provide a brief statement of all pertinent questions to be submitted to the Court for
Adjudication, including unresolved claims and any material questions of interpretation or
distribution which may affect the value of the charitable interest.
None
4. The names and addresses of the fiduciaries are (state whether Executors and/or Trustees):
Howard R. Greenawalt, CPA
Greenawalt & Company, P.C.
400 West Main Street
Mechanicsburg, P A 17055
5. The names and addresses of counsel for the fiduciaries:
James D. Bogar, Esquire
Law Offices of James D. Bogar
One West Main Street
Shiremanstown, P A 17011
6. The names and addresses of counsel for any charity who has received notice or has appeared for
it:
To date, no counsel has received notice or appeared for it.
Form OC-06 rev. 10.13.06
Page 3 of 4
Estate of LAURA A. JOHNSON
CI Settlor ~ Deceased
7. (a) A copy of the instrument creating the gift is attached hereto.
(b) If the gift is other than a pecuniary legacy which will be paid in full, there is attached
hereto :
(1) A copy of the Account, if one has been filed
(2) A copy of any other relevant documents
Very truly yours,
James D. Bogar, . e, J.D. No. 19475
Attorney's Name and Supreme Court J.D. No.
One West Main Street
Attorney's Addreas
Shiremanstown, P A 17011
717-737-8761
Attorney's Telephone
Form OC-06 rev. 10.13.06
Page 4 of 4
Attachment to
Notice of Charitable Gift
Estate of Laura A. Johnson
No. 2(a)
First Church of Christ, Scientist
Estate and Trust Administration
175 Huntington Avenue, A-10
Boston, MA 02115
First Church of Christ, Scientist (Harrisburg)
2147 North Front Street
Harrisburg, PA 17110
The Principia College
Attn: Treasurer's Office
13201 Clayton Road
Saint Louis, MO 63131