HomeMy WebLinkAbout03-16-07
DECEDENT'S ESTATE
COURT OF COMMON PLEAS OF
CUMBERLAND COUNTY, PENNSYL VANIA
ORPHANS' COURT DIVISION
ESTATE OF
Mary B. Clifford
,DECEASED
No. 21-05-0827
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 instifficient, 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:
Supreme Court LD. No.:
Richard C. Snelbaker
06355
o
1~~q
i:+:o
-'-:,,)-
: _~. (";-'1
CJ
)2..,
f'.)
c:"')
c::.:;)
--.I
:;;,;
- ,._'.J
0"
(~)
-i"'l
J::'o'o
co
C0
W
Name of Law Firm:
Address:
Snelbaker & Brenneman, P.C.
44 West Main Street Mechanicsburg, PA 17055
Telephone: (717) 697-8528
Fax: (717) 697-7681
Form OC-OJ rev. 10.13.06
Page 1 of 10
,1 ('"')
Estate of
Mary B. Clifford
, Deceased
1. Name(s) and addressees) ofPetitioner(s):
Name:
Linda Mary Fortini, Executrix
Address:
106 Skyline Drive
Mechanicsburg, PA 17050
Identify any executors or administrators who have not joined in the Petition for
Adjudication and Statement of Proposed Distribution and state reason:
N/A
Is this the first accounting by this fiduciary? . . . . . . . . . . . . . . . . . . . . . xxfBYes 0 No
If not, identify prior accountings, the accounting periods covered, and the date of
adjudication of the prior accounting.
2. Decedent died on
September 8, 2005
~ Letters Testamentary or o Letters of Administration were granted to Petitioner(s) on
Sc~temher 16, 2005
Date of Will (if applicable): September 22, 2003
Date(s) of Codicil(s) (if applicable): N/ A
Date of probate (if different from date Letters granted):
Was a bond required? DYes xDNo If yes, state amount:
Are proofs of advertising of the grant of Letters attached? .........:Ul Yes 0 No
Dates of advertising ofthe grant of Letters: PatriotNews - 9/27/05, 10/4/05 & 10/11/05
Cumberland Law Journal - 9/30/05, 10/7/05, 10/14/05
Form OC-OJ rev. JO.13.06
Page 2 of 10
"",~;)."...pe'",.~...w-.'- .' ...,_:cf""<:"~""';"!"'J;''''''''''''' ,~
~.".~..~~"::<::"'(!"~~;-
-""='-
~L.~....i""'.~',,,,"
......'~_'"",_'"'.-o."'_,'....,"""""'..=__'-"''':'",.,,.,,..'''''''',,,.,.''''''''''''''';.~I,.,''",.
THE PATRIOT NEWS
THE SUNDAY PATRIOT NEWS
Proof of Publication
Under Act No. 587, Approved May 16, 1929
Commonwealth of Pennsylvania, County of Dauphin} ss
Joseph A. Dennison, being duly sworn according to law, deposes and says:
That he is the Assistant Controller of The Patriot News Co., a corporation organized and existing under the
laws of the Commonwealth of Pennsylvania, with its principal office and place of business at 812 to 818 Market
Street, in the City of Harrisburg, County of Dauphin, State of Pennsylvania, owner and publisher of The Patriot-
News and The Sunday Patriot-News newspapers of general circulation, printed and published at 812 to 818 Market
Street, in the City, County and State aforesaid; that The Patriot-News and The Sunday Patriot-News were established
March 4th, 1854, and September 18th, 1949, respectively, and all have been continuously published ever since;
That the printed notice or publication which is securely attached hereto is exactly as printed and published
in their regular daily and/or Sunday/ Metro editions which appeared on the 27th day(s) of September and the 4th and
11th day(s) of October 2005. That neither he nor said Company is interested in the subject matter of said printed
notice or advertising, and that all of the allegations of this statement as to the time, place and character of publication
are true; and
That he has personal knowledge of the facts aforesaid and is duly authorized and empowered to verify this
statement on behalf of The Patriot-News Co. aforesaid by virtue and pursuant to a resolution unanimously passed
and adopted severally by the stockholders and board of directors of the said Company and subsequently duly
recorded in the office for the Recording of Deeds in and for said County of Dauphin in Miscellane s Book "M",
Volume 14, Page 317.
PUBLICATION
COpy
/'
,
EXECUTRIX NOTICE
Letters Testamentary on file Estate 01
Mary B. dllfford, Deceased. late 01 Sliver
Sprll'!g TOWl'!shlp.Cumber.land. County,.
PennSYlvania, have beltn . granted .10 the
undersluned. '
All Ptt\"SlIns knowing themselves lobe In-
debtecI 10' IIald Estate will make payment
ImmedIately, and those having claims will
present the. In for settlementto: .
LInda ~ Fortini
116 Sky_Drlvo
Mechanlcl$llurg, PA 17050
SNELB ER & BRENNEMAN, P.C.
.... West n SIreet
P.O. Box 1.
Mec:IaIklSburu. PA 17155-831.
Attomoys
SNELBAKER, BRENNEMAN & SPARE, P.C.
44 WEST MAIN STREET
P.O. BOX 318
MECHANICSBURG, P A. 17055-0318
Statement of Advertising Costs
To THE PATRIOT-NEWS CO.
For publishing the notice or publication attached
hereto on the above stated dates
126.27
,/
PROOF OF PUBLICATION OF NOTICE
IN CUMBERLAND LAW JOURNAL
(Under Act No. 587, approved May 16, 1929), P. L.1784
COMMONWEAL TH OF PENNSYL VANIA
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:
September 30, October 7, 14,2005
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.
CUfford, Mary B., dec'd.
Late of Silver Spring Township.
Executrix: Linda Mary Fortini,
106 Skyline Drive, Mechanics-
burg, PA 17050.
Attomeys: Snelbaker & Brenne-
man, P.C., 44 West Main Street,
P.O. Box 318, Mechanicsburg,
PA 17055-0318.
SWORN TO AND SUBSCRIBED before me this
14 day of October. 2005
r
Ie 'Hlisle Boro, Cumberland County
. Mv Commission EJ,:pires March 5, 2009
L""~~;"'_"_"""'""'i'::lT"-/'~_""-""""'----
Estate of
Mary B. Clifford
, Deceased
3. Was decedent survived by a spouse? . . . . . . . . . . . . . . . . . . . . . . . . . . . .. DYes xfil No
If yes, name of the surviving spouse:
4. Has the surviving spouse filed to take an elective share? ............. DYes 0 No
(See Section 2201 et seq. of the Probate, Estates and Fiduciaries Code)
If yes, date of election:
5. In the case of an intestacy, state the names ofthe decedent's surviving children or
surviving issue of deceased children (ifnone, so state):
6. Did decedent marry after execution of Will or Codicil(s)? . . .. . . . . . .. DYesxf] No
Were any children born to decedent after execution of
Will orCodicil(s)? ........................................... DYes rn No
If yes, give names and dates of birth:
Name:
Date of Birth:
7. Ifrequired by the Medical Assistance Estate Recovery Act,
62 P.S. S 1412, was a request for a statement of claim sent to
the Department of Public Welfare? .............................. DYesXI!jXNo
Form OC-Ol rev. 10.13.06
Page 3 of 10
Estate of
Mary B. Clifford
, Deceased
8. Written notice of the Audit as required by Pa. a.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 ofthe names
and addresses of the parties receiving such Notice.
B. If Notice is yet to be given, a copy ofthe Notice as well as a list of the names and
addresses ofthe 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. Ifany 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. a.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. a.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 PartJi in Interest
Relationship and Comments. if any
Interest
See page 13 of First
Final Account for
listing of interested
parties.
There are no charities
or unpaid creditors
Form OC-OJ rev. /0.13.06
Page 4 of 10
Estate of
Mary B. Clifford
, Deceased
Name and Address of Each Party in Interest
Relationship and Comments, if any
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 Guardian/Trustee Ad Litem has or has not been filed for
this Audit (~ee 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-OJ rev. 10.13.06
Page 5 of 10
Estate of
Mary B. Clifford
, 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?
N/A DYes DYes
DNo ONe
DYes DYes
DNo DNe
DYes DYes
DNo DNo
DYes DYes
DNo DNo
If the estate is insolvent, attach a schedule setting forth the order of preference under
20 Pa.C.S. S 3392 and the proposed payments.
II.
Was family exemption claimed?
........ .. .... ..... ........... . .
DYes x8No
Was family exemption allowed? . o. 0 .. 00.0 oN!.A.. 0... 0 0 . 0 ..0... 00. DYes DNo
Family exemption claimant's name and relationship:
Name:
Relationship:
Form DC-OI rev. 10,13.06
Page 6 of 10
Estate of
Mary B. Clifford
, 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
Payment
Interest
11/22/05
6/2/06
1O/6/U6
12/21/06
$11 ,500.00
$1,576.61
$::>ul./~
$11.41
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 ofa fiduciary? . . . . . . . .. . . . . . . . . .. DYes ffiNo
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:
N/A
B. Has notice of the question requiring adjudication been given
to the parties identified in Paragraph 9 above? .................. 0 Y esD 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.
FormOC-OI rev. IO.I3.06
Page 7 of 10
Mary B. Clifford
Estate of
, Deceased
16. Had the decedent been adjudicated an incapacitated person? . . . . . . . . . .0 Yes aNo
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 ofthe additional receipts and disbursements been
given to the parties identified in Paragraph 9 above? ............. 0 Yes 0 No
18. If a reserve is requested, state amount and purpose.
Amount:
$1, ')00 00
Purpose:
To pay for any filing fees, accounting fees and other
miscellaneous costs associated with the administration
of the Decedent's estate.
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 DNo
If so, attach a copy of the notice.
19.
Is the Court being asked to direct
the filing of a Schedule of Distribution?
.......... ............. ...
DYes I;lNo
As to real estate only? ....................................... . DYes :hi No
Form OC-OJ rev, JO,13.06
Page 8 of! 0
. '
Estate of
Mary B. Clifford
, 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
See page 14 of First and Final Account
B. Principal:
Proposed Distributee(s)
Amount/Proportion
See page 14 of First and Final Account
Submitted By:
(All petitioners must sign.
Add additional lines ifnecessary):
~ Y;:7'~ ---
Name of PetItIon : Linda Mary Fortini, Executrix
Name of Petitioner:
Form DC-Of rev. fO.13.06
Page 9 of 10
. '
Estate of
Mary B. Clifford
, Deceased
Verification of Petitioner
(Verification must be by at least one petitioner.)
The undersigned hereby verifies * [that he/she she
IS title
the Executrix
ofthe above-named name of corporation Tor t-h~ Estate of Mary B Cli~qhat 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. S 4904 (relating to unsworn
falsification to authorities).
~u1 ~~s ~--
Signature ofPetiti er
Linda Mary Fortini, Executrix
* Corporate petitioners must complete 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 been made beyond the
responses herein.
IA
Signature of Counsel for Petitioner
Form OC-OJ rev. JO.13.06
Page 10 of 10
IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PA.
ORPHANS' COURT DIVISION
FILE NO: 21-05-0827
Social Security #:
Tax ID #:
Date of Death:
Date of Incapacity, if any:
Date of Executrix Appointment:
Date of First Complete Advertisement:
Accounting for the period:
FIRST AND FINAL ACCOUNT OF
Linda Mary Fortini, Executrix
For
ESTATE OF MARY B. CLIFFORD
167-14-7308
20-6665609
September 8, 2005
None
September 16, 2005
September 27,2005
September 29, 2005 to
2/1/2007
Purpose of Account: Linda Mary Fortini, Executrix, offers this Account to acquaint interested parties
with the transactions that have occurred during her 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:
LAW OFFICES
SNELBAKER &
BRENNEMAN, P.C.
Richard C. Snelbaker
Snelbaker & Brenneman, P.C.
44 West Main Street
Mechanicsburg, PA 17055
Phone #: 717-697-8528
Supreme Court I.D. No: 06355
Page 1
,
::12 ~-::,
t~....:)
c'::)
L.~)
--.J
:J
c:..~
, ~
_. -'~
c:)
C)
~,J
SUMMARY OF ACCOUNT
PRINCIPAL
Receipts
Net Gain on Sales or Disposition
Less Disbursements:
Debts of Decedent
Funeral Expenses
Administration Expenses
Family Exemption
Federal, State & Local Taxes
Fees and Commissions
Balance before Distributions
Distributions to Beneficiaries
Principal Balance on Hand
For Information:
Investments Made
Changes in Holdings
INCOME
Receipts
Less Disbursements
Balance before Distributions
Distributions to Beneficiaries
Income Balance on Hand
COMBINED BALANCE ON HAND
Statement of Proposed Distribution
Verification
LAW OFFICES
SNELBAKER &
BRENNEMAN, P.C.
PAGES
Page 2
3
4
5
5
5
5
6
6
$
137.13
2,201.38
4,589.16
0.00
15,357.80
7,648.00
7
8
9
10
$ 327,050.21
42,559.59
$ 369,609.80
29,933.47
$ 339,676.33
322.00
$ 339,354.33
11 $ 11,388.07
12 0
$ 11,388.07
12 0
$ 11,388.07
$ 350,742.40
14
15 & 16
PRINCIPAL RECEIPTS
Assets Listed in Inventory
(Valued as of Date of Death)
Realty:
NONE
Stocks:
Agere Systems, Inc., 16.30 shares common stock valued
at $10.26 per share
NCR Corp., 58 shares of common stock valued at $33.20 per share
$ 167.24
3,996.36
494.90
65,861.25
1,877.40
1,925.60
10,082.26
AT&T Corp., 204 shares of common stock valued at $19.59 per share
Avaya, Inc., 49 shares of common stock valued at $10.10 per share
Bellsouth, Corp., 2,509 shares of common stock valued at $26.25
per share
Lucent Technologies, Inc., 596 shares of common stock valued
at $3.15 per share
Comcast Corporation, 331 shares of Class A common stock valued at
$30.46 per share
Tanaible Personal Property:
Household goods retained by family members and donated to Goodwill
409.00
Cash:
Commerce Bank, checking account #536308034
100,464.34
M&T Bank, savings account #015004205864893
45,220.34
Orrstown Bank, checking account #111000690
93,118.13
ROBC Limited Partnership, refund on resident care
2,106.17
U.S. Treasury, refund due decedent on 2005 Final
Individual Income Tax Return
288.00
$ 326,010.99
ADJUSTMENTS TO INVENTORY
NONE
SUBSEQUENT RECEIPTS
12/16/2005 Lincoln Financial Group, life insurance proceeds
1/5/2006 AT&T Inc., cash in lieu offractional shares from merger with
SBC Communications
7/24/2006 Commonwealth of Pennsylvania, refund on Inheritance Tax
TOTAL PRINCIPAL RECEIPTS
1,008.92
0.04
30.26
$ 327,050.21
LAW OFFICES
SNELBAKER &
BRENNEMAN, P.C.
Page 3
PRINCIPAL GAINS OR LOSSES ON SALES OR OTHER DISPOSITIONS
GAIN LOSS
10/6/2006 NCR Corp., 58 shares
Net proceeds 2,229.02
Date of death value 1,925.60 $ 303.42
10/17/2006 Agere Systems, Inc., 16.30 shares
Net proceeds 253.64
Date of death value 167.24 86.40
10/6/2006 Avaya, Inc., 49 shares
Net proceeds 587.02
Date of death value 494.90 92.12
10/6/2006 Lucent Technologies, Inc., 596 shares
Net proceeds 1,370.80
Date of death value 1,877.40 506.60
10/6/2006 Comcast Corp., 331 shares
Net proceeds 12,147.70
Date of death value 10,082.26 2,065.44
9/8/2005 AT&T Corp.,
204 shares @ $19.59 per share 3,996.36
11/11/05 AT&T, Inc., (after acquisition by
SBC Communications) 159 shares @ $23.397 3,720.12
-276.24
10/6/06119 shares of AT&T, Inc. sold at $31.91 3,797.29
40 shares remaining @ $31.91 for distribution 1,276.40
in kind
5,073.69 1,077.33
9/8/2005 Bellsouth Corp.
2,509 shares @ $26.25 per share 65,861.25
10/6/06 1,882 shares sold @ $41.97 per share 78,987.54
627 shares remaining @ $41.97 for distribution 26,315.19
in kind
105,302.73 39,441.48
12/29/06 revision of shares per AT&T, Inc., 29,672.50
acquisition 830 shares @ $35.75 per share
TOTAL GAINS AND LOSSES $ 43,066.19 $ 506.60
LESS LOSS 506.60
NET GAIN TRANSFERRED TO SUMMARY $ 42,559.59
LAW OFFICES
SNELBAKER &
BRENNEMAN, P.C.
Page 4
DISBURSEMENTS OF PRINCIPAL
DEBTS OF DECEDENT
9/29/2005 MBNA America, credit card payoff
9/29/2005 ROBC Limited Partnership, beauty shop services
11/4/2005 Alert Pharmacy Services, Inc., prescription services
FUNERAL EXPENSES
9/29/2005 Auer Memorial Home & Cremation Services
9/29/2005 Ellen Geduldig, reimburse for food purchase for
funeral luncheon
6/29/2006 Robert Fortini, reimburse for expenses incurred to
transport cremains to cemetery
ADMINISTRATION EXPENSES
9/29/2005 Staples, supplies to pack up apartment
9/29/2005 Penski Truck Leasing, truck rental
9/29/2005 Sheetz, gas to refill rental truck
5/17/2006 Greenawalt & Company, P.C., preparation of 2005
Individual Taxes
5/30/2006 Register of Wills, filing fee for Inheritance Tax ReturQ
6/29/2006 Register of Wills, additional probate fee
10/5/2006 Register of Wills, filing fee for Supplemental
Inheritance Tax Return
10/6/2006 A.G. Edwards, fees, commission & transactions charges on
on sale of stock
Household goods donated to Goodwill
2/112007 Greenawalt & Company, P.C., preparation 2006 Fiduciary Income TaxE
To be paid subsequent to the confirmation of the First and Final Account
*** Reserve for filing fees, accounting expenses and
other miscellaneous costs associated with the
. administration of the decedent's estate
*** Snelbaker & Brenneman, P.C., reimburse for following expenses:
a. Cumberland Law Journal, advertising Executrix notice
b. Patriot-News, advertising Executrix notice
c. Register of Wills, probate fees
d. Register of Wills, short certificates
FAMILY EXEMPTION
FORWARD
LAW OFFICES
SNELBAKER Be
BRENNEMAN, P.C.
Page 5
$
31.45
15.00
90.68
$ 1,479.00
166.51
$ 137.13
555.87 $ 2,201.38
$ 26.50
92.07
13.73
295.00
15.00
50.00
15.00
1,391.59
87.00
490.00
1,500.00
75.00
126.27
364.00
48.00 $ 4,589.16
0.00
$ 6,927.67
LAW OFFICES
SNELBAKER &
BRENNEMAN, P.C.
DISBURSEMENTS OF PRINCIPAL (Can't)
FORWARD
FEDERAL, STATE & LOCAL TAXES
11/16/2005 Register of Wills, Agent, payment of account of
Inheritance Tax
4/10/2006 PA Department of Revenue, tax due on 2005 Individual taxes
5/30/2006 Register of Wills, Agent, balance of Inheritance Tax
10/5/2006 Register of Wills, Agent, Inheritance Tax due on Supplemental
Inheritance Tax
12/18/2006 Register of Wills, Agent, interest due on Supplemental Inheritance
Tax return
2/1/2007 United States Treasury, 2006 Fiduciary Income Tax
2/1/2007 PA Department of Revenue, 2006 Fiduciary Income Tax
FEES AND COMMISSIONS
To be paid subsequent to the confirmation of the First and Final Account
... Snelbaker & Brenneman, P.C., attorney services
... Linda Mary Fortini, Executrix commission
TOTAL DISBURSEMENTS OF PRINCIPAL
Page 6
11,500.00
45.00
1,576.61
501.78
1,419.00
304.00
4,500.00
3,148.00
11.41
$ 6,927.67
15,357.80
7,648.00
$ 29,933.47
DISTRIBUTIONS OF PRINCIPAL TO BENEFICIARIES
TO: Linda Mary Fortini, household goods retained in kind $ 59.00
TO: Terry Odhner, household goods retained in kind 45.00
TO: Victoria Regena Hara, household goods retained in kind 140.00
TO: William H. Clifford, household goods retained in kind 78.00
TOTAL DISTRIBUTIONS OF PRINCIPAL TO BENEFICIARIES $ 322.00
LAW OFFICES
SNELBAKER &
BRENNEMAN, P.C.
Page 7
LAW OFFICES
SNELBAKER &
BRENNEMAN, P.C.
PRINCIPAL BALANCE ON HAND
Common Stocks
AT&T, Inc., 627 shares (formerly Bellsouth) to be distributed in kind
valued as of 10/6/06 @ $41.97
AT&T Inc., 40 shares to be distributed in kind valued as of
10/6/06 @ $31.91 per share
Cash
*** Less expenses to be paid subsequent to confirmation of
First and Final Account as listed on page 5 and page 6
of accounting.
TOTAL PRINCIPAL BALANCE ON HAND
Page 8
CURRENT FIDUCIARY
VALUE 2/1/07 ACQUISITION
or as noted VALUE
$ 26,315.19 $ 16,458.75
1,276.40
783.60
321,524.01
308,359.64
-9,761.27
$ 339,354.33 $ 325,601.99
LAW OFFICES
SNELBAKER &
BRENNEMAN, P.C.
PRINCIPAL INVESTMENTS MADE
11/16/2005 Orrstown Bank, Prime Statement Savings Account #711 000484
$ 70,000.00
10/5/2006 A.G. Edwards Investment account #2801-2963
95,498.76
TOTAL PRINCIPAL INVESTMENTS MADE
$ 165,498.76
Page 9
LAW OFFICES
SNELBAKER &
BRENNEMAN. P.c.
CHANGES IN PRINCIPAL HOLDINGS
Account
Value
9/8/2005 AT&T Corp., 204 shares inventoried at $19.59 per share
11/11/2005 Revision of shares per SBC Communications, Inc., acquisition
159 shares of AT&T, Inc. @ $23.397
10/6/2006 119 shares sold @ 31.91 per share
Shares remaining = 40 @ $31.91 to be distributed in kind
$ 3,996.36
3,720.12
3,797.29
1,276.40
9/8/2005 Bellsouth Corp., 2,509 shares inventoried at $26.25 per share
10/6/2006 1,882 shares sold @ 41.97 per share
Shares remaining = 627 @ $41.97 per share
12/29/2006 Revision of shares per AT&T, Inc. acquisition
830 shares @ $35.75 per share to be distributed in kind
65,861.25
78,987.54
26,315.19
29,672.50
Page 1 0
LAW OFFICES
SNELBAKER &
BRENNEMAN, P.C.
RECEIPTS OF INCOME
11/10/2005 Orrstown Bank, checking account #111000690, interest
12/31/2006 Commerce Bank, checking account #536308034, interest
from date of death to 12/31/06
12/22/2006 M& T Bank, savings account #015004205864893, interest
from date of death to 12/22/06
2/1/2007 Orrstown Bank, estate checking account #111000489, interest
from 11/30/05 to 1/31/07
12/31/2006 Orrstown Bank, Prime Statement Savings Account #711000484,
interest from 12/31/05 to 12/31/06
2/1/2007 AT&T Inc., dividends from date of death to 11/10/06
2/1/2007 Bellsouth Corp., , dividends from date of death to 8/16/06
12/31/2006 A.G. Edwards, Investment account #2801-2963, dividends
from 10/20/06 to 12/31/06
TOTAL RECEIPTS OF INCOME
$ 101.72
2,587.58
1,193.08
38.11
3,153.64
525.13
2,910.44
878.37
$ 11,388.07
Page 11
DISBURSEMENTS OF INCOME
$ NONE
$ NONE
TOTAL DISBURSEMENTS OF INCOME
DISBURSEMENTS OF INCOME TO BENEFICIARIES
$ NONE
$ NONE
TOTAL DISBURSEMENTS OF INCOME TO BENEFICIARIES
LAW OFFICES
SNELBAKER &
BRENNEMAN, P.C.
Page 12
LAW OFFICES
SNELBAKER &
BRENNEMAN, P.C.
UNPAID CREDITORS:
** PERSONS INTERESTED IN DISTRIBUTION OF ESTATE:
1. Linda Mary Fortini
106 Skyline Drive
Mechanicsburg, PA 17050
2. Terry Odhner
14079 North 34th Place
Phoenix, Arizona 85032
3. Victoria Regena Hara
2385 Black River Falls Drive
Henderson, Nevada 89052
4. William H. Clifford, III
1544 Giddings Avenue, SE
Grand Rapids, Michigan 49507
Page 13
NONE
LAW OFFICES
SNELBAKER &
BRENNEMAN, P.C.
STATEMENT OF PROPOSED DISTRIBUTION TO BENEFICIARIES
Linda Mary Fortini, Executrix and Accountant herein, proposes to
distribute the balance of the Estate of Mary B. Clifford, Deceased, to wit:
$ 350,742.40 in accordance with the Last Will and Testament of said Decedent
as follows:
1. Linda Mary Fortini
1/4 of residue as per Item Third of Will
a. Cash
2. Terry Odhner
1/4 of residue as per Item Third of Will
a. Cash
3. Victoria Regena Hara
1/4 of residue as per Item Third of Will
a. Cash
b. AT&T, Inc., 627 shares valued @ $41.97
c. AT&T, Inc., 40 shares valued @ $31.91 per share
4. William H. Clifford, III
1/4 of residue as per Item Third of Will
a. Cash
TOTAL DISTRIBUTION:
Page 14
$ 87,685.60
87,685.60
$ 87,685.60
87,685.60
$ 87,685.60
60,094.01
26,315.19
1,276.40
$ 87,685.60
87,685.60
$ 350,742.40
LAW OFFICES
SNELBAKER &
BRENNEMAN, P.C.
VERIFICATION
LINDA MARY FORTINI, Executrix of the Will of MARY B. CLIFFORD, Deceased,
hereby declares under oath that she is fully and faithfully discharged the duties of her office;
that the foregoing First and Final Account is true and correct and fully discloses all
significant transactions occurring during the accounting period; that all known claims
against the Estate have been paid in full; to her knowledge, there are no claims outstanding
against the Estate; that all taxes presently due from the Estate have been paid; and that
the grant of Letters Testamentary and the first complete advertisement thereof occurred more
than four months before the filing of the foregoing First and Final Account.
This statement is made subject to penalties of 18 pa. C.S.A. Section 4904
relating to unsworn falsification to authorities.
~~ ~~~~
irida Mary Fortini, Executrix
Sworn to and subscribed before me
this 1st day of ~c ~ 2006
~~rQJ~~
COMMONW TH OF PENNSYLVANIA
Notarial Seal
Sandra K Showers, Notary PubIc
Mec:halllcsburg 8010, Cumberland County
My CammIssIon expires Nov. 22,2007
Member, P.nn.ytv.nle A.loclltlon OfNottl1et
Page 15
LAW OFFICES
SNELBAKER 8:
BRENNEMAN. P.C.
COMMONWEALTH OF PENNSYLVANIA
55.
COUNTY OF
Linda Mary Fortini, being duly sworn according to law, deposes and
says that the facts set forth in the foregoing Statement of Proposed Distribution
are true and correct to the best of her knowledge, information and belief.
~~..~~.
Linda Ma~rtini, Executrix
Sworn to and subscribed before me
this It.\- day of tt1M c~ 2006
cPQ\&JD-~
COMMONW L TH OF PENNSYLVANIA
Notarial Seal
Sandra K Showers. Notary PubHc
Mechank:sburg Bore. Cumberland County
My CommisSion Expires Nov. 22.2007
Member, Pennsylvania Association Of Notaries
Page 16