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Home My WebLink About03-23-07 Court of Common Pleas of Cumberland County, Pennsylvania Orphans' Court Division No. 21-06-0642 Estate of Stella Fay Richardson, Deceased Late of of West Pennsboro Township First and Final Account Linda Elaine Surd, Executrix Social Security #: Tax ID #: Date of Death: Date of Incapacity, if any: Date of Executor's Appointment: Date of First Complete Advertisement of Letters: Accounting for the Period: 185-07-5638 20-7018589 03/17/2006 None 07/19/2006 08/0212006 03/17/2006 to 03/2312007 Purpose of Account: Linda Elaine Burd, Executrix, offers this Account to acquaint interested parties with the transactions that have occurred during this Administration. It is important that the Ac~unt be carefully examined. Requests for additional information or questions or objections can be discussed with: o :0 :-Dc-) ~. ~:;.~) -i-'~-l-l -" (I)~,--'.. ~J C::;:) = --' Richard L Webber, Jr. Esquire Weigle & Associates, P .C. 126 East King Street Shippensburg, PA 17257 :-;:"'-'" . /0 (',.,j c..v 717-532-7388 Supreme Court 1.0. No. 49634 GROSS ESTATE (Principal Receipts + Income Receipts) .- ~ "-::; ).~, <:::) w 204,547.55 SUMMARY OF ACCOUNT Estate of Stella Fay Richardson, Deceased For the period of March 17. 2006 throuah March 23. 2007 PAGE PROPOSED DISTRIBUTIONS TO 9 BENEFICIARIES PRINCIPAL Receipts: 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 1 2 3 3-4 4 4 4-5 6 7 8 157,386.31 100.00 1,011.10 1,446.03 9,135.19 4,026.25 0.00 Fiduciary Acquisition Value $ 32,226.88 204,547.55 0.00 204,547.55 173,104.88 31,442.67 0.00 0.00 31,442.67 784.21 0.00 784.21 0.00 784.21 0.00 0.00 784.21 32,226.88 SCHEDULE A RECEIPTS OF PRINCIPAL 03/1712006 03/17/2006 Cash Farmers National Bank Acct # 220701 Accrued interest on above item through date of death 197.208.95 45.90 Total Cash Total Inventory 0210512007 05/0112006 06/08/2006 03/31/2006 Subseauent Principal Receipts Adams Electric Cooperative, Inc. Miscellaneous Deposit Presbyterian Homes, Inc. - Refund PSERS 41.05 610.14 6.260.90 380.61 Total Subsequent Principal Receipts Total Adjustments and Subsequent Receipts Total Receipts of Principal 1 Fiduciary Acquisition Value 197.254.85 197.254.85 7.292.70 7.292.70 204.547.55 SCHEDULE C DISBURSEMENTS OF PRINCIPAL Debts of Decedent Continuina Care 03/29/2006 04119/2006 2 556.79 1.051.66 1.608.45 SCHEDULE C DISBURSEMENTS OF PRINCIPAL Continued Funeral Expenses Ebv Granite Works 04120/2006 100.00 100.00 Total Funeral Expenses 100.00 Administration Expenses Cumberland County ReQister of Wills 08/09/2006 Probate Fee 01/05/2007 Filing fee for Inheritance Tax Return 01/09/2007 Additional probate fee 294.00 15.00 50.00 359.00 Cumberland Law Journal 08/09/2006 Legal Advertisement 75.00 75.00 David Burd 07/01/2006 Reimbursement for contractor's bill 300.00 300.00 NewburQ Postmaster 02/28/2007 Certified Mailing 10.00 10.00 Reserve FilinQ Fee for First and Final AccountinQ and Certified MailinQ 03/22/2007 200.00 3 SCHEDULE C DISBURSEMENTS OF PRINCIPAL Continued Vallev Times-Star 09/25/2006 Legal Advertisement Total Miscellaneous Administrative Expenses Federal and State Taxes Commonwealth of Pennsvlvania DeDartment of Revenue 01/03/2007 Inheritance Tax Total Taxes Commissions Linda Elaine Surd 03/22/2007 Reserve Total Commissions Fees Fi~:alev & Associates 02/15/2007 Preparation of final income tax returns 4 67.10 1.446.03 9.135.19 285.00 200.00 67.10 1.011.10 1.446.03 1.446.03 9.135.19 9.135.19 285.00 Weiale & Associates. P .C. 08/0912006 09/1212006 10/1012006 01/0312007 01/3012007 03/2212007 SCHEDULE C DISBURSEMENTS OF PRINCIPAL Continued Reserve Total Fees TOTAL DISBURSEMENTS OF PRINCIPAL 5 911.25 371.25 101.25 . 303.75 303.75 1.750.00 3.741.25 4.026.25 173.104.88 PRINCIPAL BALANCE ON HAND Current Value Fiduciary 02120/2007 Acquisition # Units Description or as Noted Value Cash -149.970.77 -149.970.77 Farmers National Bank Acct .#224~519 -23.088.21 -23.088.21 Total Cash -173.058.98 -173.058.98 Assets Adams Electric Cooperative, Inc. 0.00 41.05 Farmers National Bank Acct # 2244519 0.00 197.208.95 Miscellaneous Deposit 0.00 610.14 Presbyterian Homes, Inc. 0.00 6.260.90 PSERS 0.00 380.61 Total Assets 0.00 204.501.65 -173.058.98 31.442.67 6 SCHEDULE G RECEIPTS OF INCOME Interest/Bank Adams County National Bank CheckinQ Acct. #220701 03/3112006 0413012006 05/31/2006 06130/2006 07/31/2006 Adams County National Bank CheckinQ Acct. #2244519 07/31/2006 08/3112006 09/3012006 10/3012006 1113012006 12/31/2006 01/3112007 02128/2007 TOTAL BANK INTEREST. TOTAL RECEIPTS OF INCOME DISBURSEMENTS OF IBCOME NONE 7 37.38 77.07 78.59 77.90 68.12 10.48 64.71 62.43 64.43 64.43 64.46 63.77 50.44 339.06 445.15 784.21 784.21 # Units INCOME BALANCE ON HAND Description Cash Adams County National Bank 12244519 Total Cash 8 Current Value 02120/2007 or as Noted 784.21 784.21 784.21 Fiduciary Acquisition Value 784.21 784.21 784.21 PROPOSED DISTRIBUTIONS TO BENEFICIARIES TO: Dan Richardson - One-Sixth of Residue as per Paragraph THIRD of Last Will & Testament David Richardson - One-Sixth of Residue as per Paragraph THIRD of Last Will & Testament Donna Schreiber - One-Sixth of Residue as per Paragraph THIRD of Last Will & Testament Erma Richardson - One-Sixth of Residue as per Paragraph THIRD of Last Will & Testament George Richardson - One-Sixth of Residue as per Paragraph THIRD of Last Will & Testament Linda Burd - One-Sixth of Residue as per Paragraph THIRD of Last Will & Testament Total 9 Current Value 02120/2007 or as noted Fiduciary Acquisition Value 5.371.15 5.371.15 5.371.15 5.371.15 5.371.14 5.371.14 32.226.88 32.226.88 Court of Common Pleas of Cumberland County, Pennsylvania Orphans' Court Division No. 21-06-0642 Estate of Stella Fay Richardson, Deceased Affidavit Linda Elaine Burd, Executrix under the Last Will and Testament of Estate of Stella Fay Richardson, Deceased, hereby declares under oath that he/she has fully and faithfully discharged the duties of his/her 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 his/her knowledge, there are no claims now 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 foregoing Account. This statement is made subject to penalties of 18 Pa. C.S.A. Section 4904 relating to unsworn falsification to authorities. ~~~~""'~ eL~~1 ~&:L Linda Elaine Burd Dated: )l))!D/ IN RE: ESTATE OF STELLA FAY RICHARDSON: IN THE COURT OF COMMON LATE OF WEST PENNSBORO : PLEAS OF CUMBERLAND COUNTY TOWNSHIP, : ORPHANS' COURT DIVISION CUMBERLAND COUNTY, : NO. 2006-00642 PENNSYLVANIA : PA No. 21-06-00642 CERTIFICATE OF SERVICE I do hereby certifY that on March L, 2007, I served the Notice, First and Final Accounting, and Schedule of Proposed Distribution to each of the persons listed below by mailing a copy of the same by U.S. (Certified) First Class Mail, Return Receipt Requested: Linda Elaine Burd 70 Enola Road Newburg, P A 17240 Dan Richardson 362 Roxbury Ro~ Newville, PAl 7241 David Richardson 3512 Enola Road Newville, PA 17241 Erma Richardson George Richardson 850 Woodlawn Street 804 Pine Road Schaumburg, IL 60194-1641 Carlisle, P A 17013 Donna Schreiber 477 Mine Road Lebanon, P A 17042 Commonwealth of Pennsylvania Department of Public Welfare Estate Recovery Program PO Box 8486 Harrisburg, P A 17105-8486 WEIGLE & ASSOCIATES, P.C. Date: _s f})(o 7 By: -; .~ /( ''"'-- ./ Richard L. Webber, Jr. ---- Attorney for Executor 126 East King Street Shippensburg, P A 17257 (717) 532-7388 1 Last Will and Testament Wife I, ...J~ 0-'Z1 ~ presently residing at ~~ 7~' &ttj-B-t.u~ c:iZ{I-tU/L'-?ffa ~~ Q> rt ~ . , do hereby make; publish and declar6:lhis to be my Last Will nd Testament and do hereby revoke any and all other Wills and Codicils heretofore made by me. First. I am married to ~ ..JI!I, ~~ Second. I order and direct that my just debts and funeral expenses, expenses for administration of my estate and any inheritance and succession taxes, state or federal, upon my estate shall be paid as soon after my death as may be practical. Third. I give all my estate to my husband. In the event that my said husband shall predecease me or fails to survive me for sixty (60) days, I give all my estate to my children, if any, who survive me in equal shares, per stirpes. If I am survived by neither my husband, nor children, then I give my estate to: to be his/ hers/ theirs in equal shares or their survivor. Fourth. I nominate and appoint my husband as Executor ofthis Will. In the event that my husband shall predecease me or fails to survive me or fails to serve as such Executor then in such event, I nominate and appoint ~~ p~~ ~ Executor/E~ecutrix of this my Last Will and Testament. I further direct that no appointee hereunder shall be required to give any bond for the faithful performance of his/ her duties. Fifth. I hereby authorize my Executor/Executrix to exercise all the powers, rights, discretions, duties and immunities conferred upon fiduciaries to the extent permitted by law with full power to sell, lease, mortgage, invest, reinvest, or otherwise dispose of the assets of my estate. I subscribe my name to this Will this ~ Day of om ~J ,19 9:..L at ~ '> ~~ ..~JLfLoJ ~d~~ (Sign here) .it'... . ; ~.. .~. {: ,Lt . ;.;..'" ~ t. ~'." .:,~ t; ! ..',~ ,;;,., ..'-' ~';ii' , EXHIBIT I I I . rl...." A II _:._L..... ..~..."._...."..... Signed, sealed, published and declared to be her Last Will and Testament by the within named Testator in the presence of us, who in her presence and at her request, and in the presence of each other, have hereunto subscribed our names as witnesses: of <':~9;~~9..l.?..- ('Bity ) _ R-'U ~~ ( 'ty) (!/ // 'y.:, l' . .. \7( I) ../ U-Cf?--1-'Yl'L 1'/- // \;4.';1fff.~- X (2) -Q~ ?;)j~~~ (3) of (State) of (City) (State) Affidavit State of .pI nJ''Q i ~ Y1 /J jn > County of (111 ,-nJ:') )( J I.( it (l ) City or ) Town ...- Personally appeared (I) , ~ P g j'lr"\ 0/1-. C'rr< ()b.Jl. (2) PJ.., tl-') (! , (::-tV(-+J=.td) . and (3) .' . who being duly sworned, de~e and say that they attested the saId WIn and they subscnbed the same at the request and in the presence of the said Testator and in the presence of each other, and the said Testator, signed said Will in their presence and acknowledged that she had signed said Will and declared the same to be her Last Will and Testament, and deponents further state that at the time of the execution of said Will the said Testator appeared to be of lawful age and sound mind and memory and there was no evidence of undue influence. The deponents make this Affidavit at the request of the Testator, ....( I) " . ,I; y' e. if:- . ... JAvvv...... 4... .,...~:t-. "t.-P: / Q~~ ~)t~~.r "- ;((2) Subscribed and sworn to before me this (3) AI day of J){1//lJ , 19~, ~ i_A i) .C _I 1... ()j).. YliM'JlnaA \ J (Notary Public) (Notary Seal) NOTARIAL SEAL TRACY L lEHMAN, NOTARY PUBUC CARLISlE BORO, CUMBERlAND co. PA. MY COMMISSION EXPIRES MAY 1 i994 Proof of Publication of Notice in THE VALLEY TIMES-STAR COUNTY OF CUMBERLAND WEIGLE & ASSOCIA TEl EST ATE OF RICHARDSON COMMONWEALTH OF PENNSYLVANIA Leslie R. Berrier, being duly sworn according to law, deposes and says that she is the Manager of "The Valley Times-Star" which is a weekly newspaper of general circulation published in Shippensburg Township, Cumberland County, Pennsylvania, by Latrobe Printing and Publishing Company, a corporation duly organized and existing under the laws of the Commonwealth of Pennsylvania having its principal place of business at 1011 Ritner Highway (P.O. Box 100), Shippensburg, Pennsylvania; that ~he is authorized to and does make this affidavit on its behalf; that the printed notice, advertisement of publication attached hereto is the same as was printed in the regular editions and issues of "The Valley Times-Star" on the following date(s): August 2. 9. & 16. 2006 Affiant further deposes that neither she nor "The Valley Times-Star" and The Latrobe Printing and Publishing Company have any interest in the subject matters of the aforesaid notice or advertisement, and that the facts set forth in the foregoing affidavit is true and correct. ...~~......~...... S~9JI1 and SUbS~:~ . ~ Day of HOFPENNSYLVANIA Notarial Seal Kristen L. Statler, Notary Public Bedford Bora, 8edford COunty ~~~~~~ Notary Public To: "The Valley Times-Star" Shippensburg, P A 17257 For publishing the notice attached hereto: On the stated date(s).,............$ Affidavit... . .... . . . . . .. ... . . . . . ...$ Total............................. .$ 65.10 2.00 67.10 Copy of Notice of Publication EXHIBIT , ;} PROOF OF PUBLICATION OF NOTICE IN CUMBERLAND LAW JOURNAL (Under Act No. 587, approved May 16, 1929), P. L.1784 COMMONWEALTH OF PENNSYL VANIA SSe 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, VlZ: August 4, August 11, and August 18, 2006 Mfiant 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'. Richardson. Stella Fay, dee'd. Late of West Pennsboro Town- ship. Executrix: Linda Elaine Burd, c/o Richard L. Webber, Jr., Esquire. Weigle & Associates, P.C., 126 East King Street, Shippensburg. PA 17257. Attorneys: Richard L, Webber. Jr., Esquire, Weigle & Associates, P.C., 126 East King Street. Ship- pensburg, PA 17257. SWORN TO AND SUBSCRIBED before me this 18 day of August. 2006 NOTARIAL SEAL LOIS E. SNVDEt1, Notary Public r Carlisle Boro, Cumberland County I i MV Commission ExpIre!; March 5, 200~ I,.,..:::ll<."":.">i\-t'-_')i,.:rw+"'~"""'~~"'~'-":II!""~~'''~ EXHIBIT I ~ INRE: ESTATE OF STELLA FAY RICHARDSON LATE OF WEST PENNSBORO TOWNSHIP, CUMBERLAND COUNTY, PENNSYLVANIA : IN THE COURT OF COMMON : PLEAS OF CUMBERLAND COUNTY : ORPHANS' COURT DIVISION : NO. 2006-00642 : PA No. 21-06-00642 NOTICE This is to advise you that Linda Elaine Burd, Executor under the Will of Stella Fay Richardson, deceased, have filed the First and Final Account of the administration of the said decedent's estate in the Office of the Register of Wills of Cumberland County, Pennsylvania. The said Account and Proposed Schedule of Distribution will be presented to the Court of Common Pleas of Cumberland County, Pennsylvania, Orphan's Court Division, of Carlisle, Pennsylvania, in the assigned Courtroom of the Cumberland County Courthouse, One Courthouse Square, Carlisle, Pennsylvania, on Tuesday, April 24, 2007 at 9:30 A.M., for confirmation. Copies of the said Account and Proposed Schedule of Distribution are enclosed herewith. This Notice is sent to you as an interested party, in accordance with the Rules of Court. Any exceptions or objections to the said Account or Proposed Schedule of Distribution may be filed prior to, or at that time and date, by any Party of Interest. You are not required to appear at the audit. However, if you do not appear in person or by counsel, the Court will assume that you agree with the accounting and the distribution proposed by the accountants. Very truly yours, By: WEIGLE & ASSOCIATES, P.C. /lJ /("'- J Richard L. Webber, Jr., Esquire Attorney for Executor 126 East King Street Shippensburg, P A 17257 (717) 532-7388 1 March 23,2007 (I EXHIBIT li DECEDENT'S ESTATE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA ORPHANS' COURT DIVISION ESTATE OF STELLA FAY RICHARDSON , DECEASED No. 21-06-0642 PETITION FOR ADJUDICA nON / STATEMENT OF PROPOSED DISTRIBUTION PURSUANT TO Pa. O.C. Rule 6.9 This form may be used in all cases involving the Audit of the Account of a Decedent's Estate. If space is insufficient, riders may be attached. Attach the spouse's election, if any; the papers required under items 8-19 inclusive; and any instrument pertinent to the adjudication. ;;-; (j =. c;;:; 0 -' <J 2fJ "~-c) ._~~ ~E_ f~: f') INCLUDE ATTACHMENTS AT THE BACK OF THIS FORM. W ""D o ..t:"' Name of Counsel: Richard L. Webber, Jr., Esq. Supreme Court J.D. No.: 49634 Name of Law Firm: Weigle & Associates, P.c. Address: 126 East King Street Telephone: (717) 532-7388 Fax: (717) 532-5289 Form OC-Ol rev. 10.13.06 Page 1 of 10 Estate of STELLA FAY RICHARDSON , Deceased 1. Name(s) and address(es) ofPetitioner(s): Name: Linda Elaine Burd Address: 70 Enola Road Newburg, PA 17240 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? . . . . . . . . . . . . . . . . . . . . . IZI Yes 0 No If not, identify prior accountings, the accounting periods covered, and the date of adjudication of the prior accounting. 2. Decedent died on March 17, 2006 IZI Letters Testamentary or DLetters of Administration were granted to Petitioner(s) on Julv 19.2006 Date of Will (if applicable): March 4, 1991 Date(s) ofCodicil(s) (if applicable): N/A Date of probate (if different from date Letters granted): July 19,2006 Was a bond required? DYes IZI No If yes, state amount: Are proofs of advertising of the grant of Letters attached? ......... IZIYes 0 No Dates of advertising of the grant of Letters: Valley Times Star, Aug. 2, Aug. 9, Aug. 18,2006 and Cumberland Law Journal, Aug. 4, Aug. 11, Aug. 18,2006 Form OC-OJ rev. 10.13.06 Page 2 of 10 Estate of STELLA FAY RICHARDSON , Deceased 3. Was decedent survived by a spouse? . . . . . . . . . . . . . . . . . . . . . . . . . . . .. DYes IZI No If yes, name of the surviving spouse: 4. Has the surviving spouse filed to take an elective share? ............. DYes IZI 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 of the decedent's surviving children or surviving issue of deceased children (ifnone, so state): 6. Did decedent marry after execution of Will or Codicil(s)? . . . . . . . . . .. DYes IZI No Were any children born to decedent after execution of Will or Codicil(s)? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . DYes IZI 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? . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. IZIYes D No Form OC-OJ rev. JO.13.06 Page 3 of 10 Estate of STELLA FAY RICHARDSON , Deceased 8. Written notice of the Audit as required by Pa. O.C. Rules 6.3,6.7 and 6.8 has been or will be given to all parties in interest listed in item 9 below, all unpaid creditors and all claimants listed in item 10 below. In addition, notice of any questions requiring Adjudication as discussed in item 14 below has been or will be given to all persons affected thereby. A. If Notice has been given, attach a copy of the Notice as well as a list of the names and addresses of the parties receiving such Notice. B. If Notice is yet to be given, a copy of the Notice as well as a list of the names and addresses of the parties receiving such Notice shall be submitted at the Audit together with a statement executed by a Petitioner or counsel certifying that such notice has been given. C. If any person entitled to Notice is not sui juris (e.g., minors or incapacitated persons), Notice of the Audit has been or will be given to the appropriate representative on such party's behalf as required by Pa. O.C. Rule 5.2. D. If any charitable interest is involved, Notice of the Audit has been or will also be given to the Attorney General as required under Pa. 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) haslhave notice or knowledge, having or claiming any interest in the estate as beneficiaries under the Will or Codici1{ s) or as intestate heirs if there is a complete or partial intestacy: A. State each party's relationship to the decedent and the nature of each party's interest{s): Name and Address of Each Party in Interest Relationship and Comments. if any Interest Linda Elaine Burd 70 Eno1a Road Newburg, PA 17240 Child 1/6 of residue Dan Richardson 362 Roxbury Road Newville, P A 17241 Child 1/6 of residue Form DC-OI rev. 10.13.06 Page 4 of 10 Estate of STELLA FAY RICHARDSON , Deceased Name and Address of Each Party in Interest Relationship and Comments, if any Interest David Richardson 3512 Enola Road Newville, P A 17241 Child 1/6 of residue Erma Richardson 850 Woodlawn Street Schaurnburg, IL 60194-1641 (See attached for additional) Child 1/6 of residue 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 (see Pa. o.c. Rule 12.4). N/A D. If distribution is to be made to the personal representative of a deceased party, state date of death, date and place of grant of Letters and type of Letters granted. N/A Form OC-OJ rev. 10.13.06 Page 5 of 10 Estate of STELLA FAY RICHARDSON , 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? Commonwealth of Pennsylvania $144,223.49 IZIYes IZI Yes Department of Public Welfare DNo DNo Estate Recovery Program P.O. Box 8486, Harrisburg, PA 17105 DYes DYes DNo DNo 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. ~ 3392 and the proposed payments. Was family exemption allowed? DYes IZINo DYes DNo 11. Was family exemption claimed? Family exemption claimant's name and relationship: Name: Relationship: Form OC-OI rev. 10.13.06 Page 6 of 10 Estate of STELLA FAY RICHARDSON , Deceased 12. The amount of Pennsylvania Transfer Inheritance Tax and additional Pennsylvania Estate Tax paid, the date(s) ofpayment(s), aild the interest(s) upon which paid, are as follows: Date Payment Interest January 3, 2007 $1446.03 None 13. On the date of death, was the decedent a fiduciary (personal representative, trustee, guardian, agent under power of attorney) or surety on the bond of a fiduciary? .. . . . . . . . . . . . . . . . .. 0 Yes IZI No If yes, provide the name of the estate, indicate whether an account has been filed and confirmed absolutely and all awards performed, or, in the alternative, how the decedent's estate will be discharged for the decedent's fiduciary administration of the estate. 14. A. Describe in detail any questions requiring adjudication and state the position of the Petitioner(s) as to each question: None B. Has notice of the question requiring adjudication been given to the parties identified in Paragraph 9 above? .................. 0 Yes 0 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 OC-OJ rev. JO.I3.06 Page 7 of 10 Estate of STELLA FAY RICHARDSON , Deceased 16. Had the decedent been adjudicated an incapacitated person? . . . . . . . . . . DYes lZI No If yes, attach a copy of the Order if available; otherwise state the Court, term, nmnber, date, and name of Hearing Judge. 17. A. List or attach a separate list of additional receipts and disbursements since the closing date of the Account. N/A B. Has notice of the additional receipts and disbursements been given to the parties identified in Paragraph 9 above? ............. DYes D No 18. If a reserve is requested, state amount and purpose. Amount: 1,950.00 Purpose: Attorney fees, filing fees, and costs 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? ........................................ lZIYes D No If so, attach a copy of the notice. 19. Is the Court being asked to direct the filing ofa Schedule of Distribution? (Z]Yes DNo As to real estate only? ........................................ DYes lZI No Form OC-Ol rev. 10.13.06 Page 8 of 10 Estate of STELLA FAY RICHARDSON , 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 Linda Elaine Burd $130.70 Dan Richardson $130.70 David Richardson (see attached for additional) $130.70 B. Principal: Proposed Distributee(s) Amount/Proportion Linda Elaine Burd $5,240.45 Dan Richardson $5,240.45 David Richardson (see attached for additional) $5,240.45 Submitted By: (All petitioners must sign. Add additional lines if necessary): ~1.~,L-t~j~~ ame of Petitioner: Name of Petitioner: Form DC-OJ rev. 10.13.06 Page 9 of 10 Estate of STELLA FAY RICHARDSON , Deceased Verification of Petitioner (Verification must be by at least one petitioner.) The undersigned hereby verifies * [that he/she she of the above-named name of corporation Estate is title Executor and] that the facts set forth in the foregoing Petition for Adjudication / Statement of Proposed Distribution which are within the personal knowledge of the Petitioner are true, and as to facts based on the information of others, the Petitioner, after diligent inquiry, believes them to be true; and that any false statements herein are made subject to the penalties of 18 Pa. C.S. ~ 4904 (relating to unsworn falsification to authorities). ~4~ d.t -' Ct~J..<.L ~"'- Si nature of Petitioner * 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. _ . / -~rt-~ Signature of Counsel foTPaitioner Form OC-OJ rev. 10.13.06 Page 10 of 10 Exhibit List for Stella Fay Richardson 1. Copies of Valley Times Star advertising of the grant of Letters. 2. Copies of Cumberland Valley Law Journal advertising of the grant of Letters. 3. Additional items to be included with Item #9. 4. Additional distributes to be included on Page 9. Proof of Publication of Notice in THE VALLEY TIMES-STAR COUNTY OF CUMBERLAND WEIGLE & ASSOCIA TEl ESTATE OF RICHARDSON COMMONWEALTH OF PENNSYLVANIA Leslie R. Berrier, being duly sworn according to law, deposes and says that she is the Manager of "The Valley Times-Star" which is a weekly newspaper of general circulation published in Shippensburg Township, Cumberland County, Pennsylvania, by Latrobe Printing and Publishing Company, a corporation duly organized and existing under the laws ofthe Commonwealth of Pennsylvania having its principal place of business at 1011 Ritner Highway (P.O. Box 100), Shippensburg, Pennsylvania; that ~he is authorized to and does make this affidavit on its behalf; that the printed notice, advertisement of publication attached hereto is the same as was printed in the regular editions and issues of ''The Valley Times-Star" on the following date(s): August 2. 9. & 16. 2006 Affiant further deposes that neither she nor "The Valley Times-Star" and The Latrobe Printing and Publishing Company have any interest in the subject matters of the aforesaid notice or advertisement, and that the facts set forth in the foregoing affidavit is true and correct. ..:~ S~~JI1 and SUbS~:~S ~ Day of ~HOFPENNSYLVANIA Notarial Seal Kristen L. Statler, Notary Public Bedford Boro, Bedford County ~JIcL_~~~~:" Notary Public To: "The Valley Times-Star" Shippensburg, P A 17257 For publishing the notice attached hereto: On the stated date(s).,............$ Affidavit... .. .... . .. .... .. ........$ Total.. . . .. .. . .. ... . .. . .. . ... .. . ... $ 65.10 2.00 67.10 Copy of Notice of Publication PROOF OF PUBLICATION OF NOTICE IN CUMBERLAND LAW JOURNAL (Under Act No. 587, approved May 16, 1929), P. L.1784 COMMONWEALTH OF PENNSYL VANIA SSe 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: August 4, August 11, and August 18, 2006 Mfiant 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. Richardson. Stella Fay. dec'd. Late of West Pennsboro Town- ship. Executrix: Unda Elaine Bunl, c/o Richard L. Webber, Jr., Esquire, Weigle & Associates, P.C., 126 East King Street, Shippensburg, PA 17257. Attorneys: Richard L. Webber, Jr., Esquire, Weigle & Associates, P.C., 126 East King Street, Ship- pensburg, PA 17257. SWORN TO AND SUBSCRIBED before me this 18 day of August. 2006 NOTARIAL SEAL LOIS E. SNYDER, Notary Public Carlisle 8oro, Cumberland County . My Commission Expires March 5, 2009 L"";' Name and address of each nartv in interest Relationshiv or Comments Interest George Richardson Child 1/6 of residue 804 Pine Road Carlisle, P A 17013 Donna Schreiber Child 1/6 of residue 477 Mine Road Lebanon, PA 17042 Exhibit C (Continuing from Page 9) A. Income: Proposed Distributee(s) Amount/Proportion Erma Richardson George Richardson Donna Schreiber B. Principal: Proposed Distributee( s) Erma Richardson George Richardson Donna Schreiber $130.70 $130.70 $130.70 Amount/Proportion $5.240.45 $5.240.45 $5.240.45 Exhibit D WEIGLE & ASSOCIATES, P.C. Attorneys-at-Law 126 EAST KING STREET SIDPPENSBURG, PENNSYLVANIA 17257-1397 JERRY A. WEIGLE Associates JOSEPH P. RUANE RICHARD L. WEBBER, JR. Of Counsel THOMAS L. BRIGHT TELEPHONE (717) 532-7388 or (717) 776-4295 FAX (717) 532-5289 weieleassociates@earthlink.net March 23,2007 VIA CERTIFIED MAIL, RETURN RECEIPT REQUESTED Dan Richardson 362 Roxbury Road Newville, PA 17241 David Richardson 3512 Enola Road Newville, PA 17241 Erma Richardson 850 Woodlawn Street Hoffman Estates, IL 60194-1641 George Richardson 804 Pine Road Carlisle, P A 17013 Donna Schreiber 477 Mine Road Lebanon, P A 17042 RE: Stella Fay Richardson Estate Dear Ladies and Gentlemen: I have enclosed the following items: 1. First and Final Account with Proposed Distribution; and 2. Petition for Adjudication Statement of Proposed Distribution. You will note that we listed some anticipated expenses that we are holding in reserve, including attorney fees and filing fees. We tried to estimate on the high side. In other words, we expect that your total inheritance will be slightly higher than projected. Sincerely, WEIGLE & ASSOCIATES, P.C. {i!~ Richard L. Webber, Jr., Esquire RLW/rjg Enclosures Cc: Linda Elaine Burd, Executrix