The URL can be used to link to this page

Home My WebLink About07-26-07 LAW OFFICES SNELBAKER & BRENNEMAN, P.C. IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PA. ORPHANS' COURT DIVISION FILE NO: 21-06-0371 FIRST AND FINAL ACCOUNT OF Donald E. Whitman, Executor For ESTATE OF HELEN I. FRY Social Security #: Tax 10 #: Date of Death: Date of Incapacity, if any: Date of Executrix Appointment: Date of First Complete Advertisement: Accounting for the period: 179-30-4167 20-6929254 April 22, 2006 None April 27, 2006 May 10, 2006 April 22, 2006 July 12, 2007 Purpose of Account: Donald E. Whitman, Executor offers this Account to acquaint interested parties with the transactions that have occurred during his Administration. It is important that the Account be carefully examined. Requests for additional information, questions or objections can be discussed with: Richard C. Snelbaker Snelbaker & Brenneman, P.C. 44 West Main Street Mechanicsburg, PA 17055 Phone #: 717-697-8528 Supreme Court 1.0. No: 06355 Page 1 ("") <c-;:;:O 'o'i~ :.ro .....f")..:r- c ;> fT1 :tJ 7..; c).-) ,.-., ~..., 'd .1 ~ ",-, c::=.). = -..... <- c::= r- r" o. ('0. :Do --... C0 r- C.J) LAW OFFICES SNELBAKER Be BRENNEMAN, P.C. 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 PAGE 12 & 13 Page 2 3 4 5 5 5 5 6 6 $ 11,878.81 188.27 4,772.97 0.00 13,294.06 28,552.17 6 7 8 8 $324,665.69 -71.10 $ 324,594.59 58,686.28 $ 265,908.31 0.00 $ 265,908.31 9 $ 9,242.43 9 0.33 $ 9,242.10 9 0.00 $ 9,242.10 $ 275,150.41 11 LAW OFFICES SNELBAKER & BRENNEMAN. P.C. PRINCIPAL RECEIPTS Assets Listed on Inventory per copy of attached: (Valued as of Date of Death) ADJUSTMENTS TO INVENTORY SUBSEQUENT RECEIPTS NONE 4/19/2007 Commonwealth of Pennsylvania, refund on Inheritance Tax 6/1/2007 United States Treasury, refund on 2006 Individual Income Tax TOTAL PRINCIPAL RECEIPTS Page 3 $324,606.74 28.95 30.00 $324,665.69 LAW OFFICES SNELBAKER & BRENNEMAN, P.C. PRINCIPAL GAINS OR LOSSES ON SALES OR OTHER DISPOSITIONS GAIN LOSS 5/18/2006 Duquesne Light Holdings, Inc., 150 shares Net Proceeds 2,457.00 Date of Death Value 2,527.50 70.50 5/18/2006 First Energy Corp., 174 shares Net Proceeds 9,159.36 Date of Death Value 8,733.06 426.30 5/18/2006 Methacton School District Authority school Revenue Bond, Series 1978 Net Proceeds 5,101.94 Date of Death Value 5,062.00 39.94 5/18/2006 Pepco Holdings, Inc., 254 shares Net Proceeds 5,661.66 Date of Death Value 5,897.88 236.22 5/18/2006 PNC Financial Corporation, 228 shares Net Proceeds 15,692.56 Date of Death Value 15,871.08 178.52 5/18/2006 PPL Corp., 440 shares & 11/1/06 Net Proceeds 13,948.00 Date of Death Value 12,905.20 1,042.80 5/18/2006 Public Service Enterprise Group, Inc., 75 shares Net Proceeds 4,543.50 Date of Death Value 4,806.75 263.25 5/18/2006 Sprint Nextel Corp., 500 shares & 11/1/06 Net Proceeds 10,700.00 Date of Death Value 12,610.00 1,910.00 6/1/2006 Embarq Corp, 25 shares resulting from a spin-off on 5/8/2006 (1 for 20 split) Net Proceeds 1,078.35 Date of Death Value 0.00 1,078.35 8/3/2006 Cumberland Valley Co-op, 40 shares Net Proceeds 40.00 Date of Death Value 40.00 0.00 TOTAL GAINS AND LOSSES $ 2,587.39 $ 2,658.49 NET GAIN/LOSS TRANSFERRED TO SUMMARY $ (71.10) Page 4 LAW OFFICES SNELBAKER & BRENNEMAN, P.C. DISBURSEMENTS OF PRINCIPAL DEBTS OF DECEDENT 4/20/2006 Pinnacle Health Hospitals, medical expenses 5/16/2006 Albert J. Zagretti, D.O., PC, medical expenses 5/16/2006 Pinnacle Health Hospitals, medical expenses 5/16/2006 Cindy Thrush, hairdresser 6/7/2006 Albert J. Zagretti, D.O., PC, medical expenses $ 7,170.35 32.88 4,594.24 20.00 61.34 $ 11,878.81 FUNERAL EXPENSES 5/22/2006 Trindle Spring Lutheran Church, funeral luncheon 8/16/2006 Gingrich Memorials, grave marker ADMINISTRATION EXPENSES 5/31/2006 PNC Investments, commissions & fees on sale of stock $ 1/7/2007 Register of Wills, filing fee for Inheritance Tax Return 1/12/2007 Register of Wills, additional probate fee 4/26/2007 Register of Wills, filing fee for Supplemental Inheritance Tax return 6/1/2007 Greenawalt & Company, P.C., preparation Final Individual Income Taxes $ 63.27 125.00 $ 1,741.28 15.00 100.00 15.00 375.00 To be paid subsequent to the confirmation of the First and Final Account *** Reserve for filing fees, accounting expenses and other 2,000.00 miscellaneous costs associated with the administration of the decedent's estate 188.27 *** Snelbaker & Brenneman, P.C., reimburse for following expenses: a. Cumberland Law Journal, advertising Executor Notice 75.00 b. Patriot-News, advertising Executor Notice 129.69 c. Register of Wills, probate fee 310.00 d. Register of Wills, short certificates 12.00 $ 4,772.97 FAMILY EXEMPTION FORWARD Page 5 $ 0.00 $ 16,840.05 LAW OFFICES SNELBAKER & BRENNEMAN, P.C. DISBURSEMENTS OF PRINCIPAL (Con't) FORWARD FEDERAL, STATE & LOCAL TAXES 7/6/2006 Register of Wills, Agent, Estimated payment on Pennsylvania Inheritance Tax 1/7/2007 Register of Wills, Agent, Inheritance Tax 4/10/2007 Pennsylvania Dept of Revenue, Final Individual Taxes 4/26/2007 Register of Wills, Agent, Inheritance Tax due on Supplemental return 7/12/2007 United States Treasury, 3/31/07 Fiduciary Taxes 7/12/2007 PA Dept of Revenue, 3/31/07 Fiduciary Taxes FEES AND COMMISSIONS $ 11,000.00 1,136.66 65.00 23.40 $ 16,840.05 825.00 244.00 $ 13,294.06 To be paid subsequent to the confirmation of the First and Final Account *** Snelbaker & Brenneman, P.C., attorney services $ 12,352.17 *** Donald E. Whitman, Executor commission 16,200.00 $ 28,552.17 TOTAL DISBURSEMENTS OF PRINCIPAL DISTRIBUTIONS OF PRINCIPAL TO BENEFICIARIES TOTAL DISTRIBUTIONS OF PRINCIPAL TO BENEFICIARIES Page 6 $ 58,686.28 0.00 LAW OFFICES SNELBAKER & BRENNEMAN, P.C. Cash PRINCIPAL BALANCE ON HAND CURRENT FIDUCIARY VALUE 7/12/07 ACQUISITION oras noted VALUE $ 292,787.17 $ 320,266.52 Loan receivable from Ronald & Lori Trace 4,200.00 4,200.00 *** Less expenses to be paid subsequent to confirmation -31,078.86 of First and Final Account as listed on page 5 and page 6 of accounting TOTAL PRINCIPAL BALANCE ON HAND $ 265,908.31 $ 324,466.52 Page 7 LAW OFFICES SNELBAKER & BRENNEMAN, P.C. INFORMATION SCHEDULES PRINCIPAL INVESTMENTS MADE 5/26/2006 PNC Bank, Money Market Account #50047875528 TOTAL PRINCIPAL INVESTMENTS MADE CHANGES IN PRINCIPAL HOLDINGS 4/22/2006 Sprint Nextel Corporation, 500 shares inventoried at $25.22 per share 5/8/2006 Embarq, acquired 25 shares from a 1 for 20 split for every share of Sprint Nextel Corporation stock owned ($43.75 per share on first trade date of 5/18/06) Page 8 $ 107,579.15 $ 107,579.15 Account Value $ 12,610.00 1093.75 LAW OFFICES SNELBAKER & BRENNEMAN, P.C. RECEIPTS OF INCOME 4/24/2006 PNC Financial Services, dividends 5/15/2006 PNC Investments, dividend paid on Hilliard-Lyons Money Market 5/30/2006 PNC Bank, Certificate of Deposit #31400213715, interest 5/30/2006 PNC Bank, Certificate of Deposit #31800222899, interest 5/30/2006 PNC Bank, Certificate of Deposit #31400276129, interest 5/30/2006 PNC Bank, Certificate of Deposit #31200271938, interest 6/1/2006 First Energy Corp., dividend 6/7/2006 Citizens Bank, Certificate of Deposit # 6140848695, interest 6/30/2006 Sprint Nextel Corp., dividend 7/6/2006 Sprint Nextel Corp., dividend 10/4/2006 PPL Corp., dividend 10/4/2006 Embarq Corp., dividend 10/4/2006 Sprint Nextel Corp., dividend 4/8/2007 PNC Bank, estate checking account #5004876475, interest from 5/11/06 to 6/8/07 4/8/2007 PNC Bank, estate money market account # 50047875528, interest from 5/26/06 to 6/8/07 4/16/2007 Citizens Bank, checking account #6101189612, interest from from 5/15/06 to 6/15/07 TOTAL RECEIPTS OF INCOME DISBURSEMENTS OF INCOME 5/11/2006 PNC Bank, adjustment to accrued interest checking account #5070096899 TOTAL DISBURSEMENTS OF INCOME DISBURSEMENTS OF INCOME TO BENEFICIARIES TOTAL DISBURSEMENTS OF INCOME TO BENEFICIARIES Page 9 $ 125.40 52.89 16.24 92.06 50.13 19.86 78.30 40.99 10.00 2.50 121 .00 2.50 2.50 119.98 5,156.05 3,352.03 $ 9,242.43 $ 0.33 $ 0.33 0.00 LAW OFFICES SNELBAKER & BRENNEMAN, P.C. * UNPAID CREDITORS: NONE ** PERSONS INTERESTED IN DISTRIBUTION OF ESTATE: 1. Ruth A. Whitman 161 Ryegate Road Mechanicsburg, PA 17055 2. James M. Fry 524 Silver Spring Road Mechanicsburg, PA 17050 3. Judy A. Fry 190 Birch Lane Carlisle, PA 17015 4. Lori A. Trace 20 West Simpson Street Mechanicsburg, PA 17055 Page 10 LAW OFFICES SNELBAKER & BRENNEMAN, P.C. PROPOSED DISTRIBUTION TO BENEFICIARIES Donald E. Whitman, Executor and Accountant herein, proposes to distribute the balance of the Estate of Helen I. Fry, Deceased, to wit: $ 275,150.41 in accordance with the Last Will and Testament of said Decedent as follows: 1. Ruth A. Whitman 33.33% of residue as per Item Second of Will Cash $ 91,716.81 2. James M. Fry 33.33% of residue as per Item Second of Will Cash $ 91,716.80 3. Judy A. Fry 16.66% of residue as per Item Second of Will Cash $ 45,858.40 4. Lori A. Trace 16.66% of residue as per Item Second of Will Cash Set-off of debt by cancellation of Note dated July 10, 1996 $ 41,658.40 $ 4,200.00 TOTAL DISTRIBUTION: Page 11 $ 91,716.81 $ 91,716.80 $ 45,858.40 $ 45,858.40 $ 275,150.41 LAW OFFICES SNEL8AKER & BRENNEMAN, P.C. VERIFICATION DONALD E. WHITMAN, Executor under the Last Will and Testament of HELEN I. FRY, Deceased hereby declares under oath that he is fully and faithfully discharged the duties of his office; that the foregoing First and Final Account is true and correct and fully discloses all significant transactions occurring during the accounting period; that all known claims against the Estate have been paid in full; to his 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. B~ CcJd~ qui: Donald E. Whitman, Executor -::\7 .( I. f~)" _11"11'..'1 Dated: ~ Subscribed and sworn to by DONALD E. WHITMAN before me this a..a}.~ day of3l..d~ ,2007 d:ad-tl2 K~ Notary Public COMMONW TH OF PENNSYLVANIA NotarIal Seal Sandra K Showers. Notary PubUc MechanIcsburg Boro. Cumberland County My CommIssIon ExpIres Nov. 22, 2007 Member, Pennsylvania Association Of Notaries Page 12 LAW OFFICES SNELBAKER & BRENNEMAN, P.C. COMMONWEALTH OF PENNSYLVANIA 55. COUNTY OF Donald E. Whitman, 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 his knowledge, information and belief. 9j~ e.l~ e~f; Donald E. Whitman, Executor i Subscribed and sworn to ~DONALD E. WHITMAN before me this ~~. d~YOf~2007 ,Q'1{:-LG-K, ,.~ Notary Public COMMONW~JH OF PENNSYLVANIA NoIarlaI Seal Sandra K. Showers, NOtary Public MechanIcsburg E:10rl.:. C'Jrnl>erland county MyCommlsslol' ~:'(:~r~l::S Nov. 22, 2007 Member, Pennsyl..'.C)('", OfNotaltee Page 13 INVENTORY REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYL VANIA COMMONWEALTH OF PENNSYLVANIA COUNTY OF Cumberland nona1d E WhitmQ~ } SS File Number ?1-nn-ni71 Personal Representative(s) of the Estate of Helen I. Fry deceased, depose(s) and say(s) that the items appearing in the following inventory include all ofthe personal assets wherever situate and all of the real estate in the Commonwealth of Pennsylvania of said Decedent, that the valuation placed opposite each item of said inventory represents its fair value as of the date of the decedent's death, and that Decedent owned no real estate outside of the Commonwealth of Pennsylvania except that which appears in a memorandum at the end ofthis inventory. I verify that the statements made in this Inven- } tory are true and correct. I understand that false state- ments herein are made subject to the penalties of 18 Pa.C.S. S 4904 relating to unsworn falsification to . authorities. ~(J ! t4~.~ ~jf Donald E. Whitman, Executor 161 Rvegate Road. Mechanicsburg. PA 17055 Attorney -- (Name) (Address) (Telephone) Richard C. Snelbaker (Supreme Court J.D. No.) 06355 Snelbaker & Brenneman, P.C., 44 West Main Street, Mechanicsburg, PA 17055 (717) 6Q7-85?A DATE OF DEATH April 22, 2006 LAST RESIDENCE Seidle Memorial Hospital Mechanicsburg Borough, Cumberland County, PA DECEDENT'S SOC SEC. NO. 179-30-4167 PERSONAL TV: 1. Cumberland Valley Co-op, 4 shares common stock valued at $10.00 per share 2. Duquesne Light Holdings, Inc., 150 shares common stock valued at $16.85 per share 3. First Energy Corp., 174 shares common stock valued at $50.19 per share :., Q .. ; \ 4. Methacton School District Authority, school revenue bond, series of 1978 with a maturity date of 4/1 /OT~: gj 5. Pepco Holdings, Inc., 254 shares common stock valued at $23.22 per share '~ ) ~, 6. PNC Financial Corporation, 228 shares of common stock valued at $69.61 per share " 7. PPL Corp., 440 s~res of common stock valued at $29.33 per share 8. Public Service Enterprise Group, Inc., 75 shares of common stock valued at $64.09 per share 9. Sprint Nextel Corp, 500 shares of common stock valued at $25.22 per share 10. PNC Investment, account #1267-1127, cash held in money market account 11. Highmark-Blueshield, refund unused premium 12. Ronald D. Trace and Lori A. Trace, loan receivable dated July 10, 1996 ($4,000 principal & $200 interest) 13. Citizens Bank, checking account #6101189612 14. Citizens Bank, Certificate of Deposit #6140848695 15. Citizens Bank, checking account #6100705536 16. PNC Bank, N.A., Certificate of Deposit #31400213715 17. PNC Bank, N.A., Certificate of Deposit #31800222899 18. PNC Bank, N.A., Certificate of Deposit #31200271938 19. PNC Bank, N.A., Certificate of Deposit #31400276129 20. PNC Bank, N.A., checking account #5070096899 TOTAL PERSONAL TV: REAL ESTATE: (Attach addlfu)Paliw~~stw.f RWBJOJ Decedent did not own any real estate FIGURES MUST BE TOTALED S-"2 r--.:> = = --..l ;x:s. :x , ) 40~OO :1,qt7.50 S;13id6 ~,:oGl;Jil 5,891~8? 15,S71=JRl :- ') co 12,9M:2~ ;.. 4,806.75 (J1 12,610.00 379.78 140.22 4,200.00 146,723.26 10,622.51 34,780.32 5,010.34 25,955.90 6,423.11 12,995.63 8,922.20 324,606.74 {- c:: ,- N 0"'\ $ $ 0.00 TOTAL: I $ 324,606.74 NOTE: The Memorandum of real estate outside the Commonwealth of Pennsylvania may, at the election of the personal representative include the value of each item, but such figures should not be extended into the total of the Inventory. (See 20 Pa. C.S J 3301 (b)) Form RW-09 rev. 10.13.06 Page 1 G- 33 3 ~'-\q . I ~ D - d\'5 \ SD. 11\ DECEDENT'S ESTATE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA ORPHANS' COURT DIVISION ESTATE OF HELEN 1. FRY , DECEASED No. 21-06-0371 PETITION FOR ADJUDICATION / STATEMENT OF PROPOSED DISTRIBUTION PURSUANT TO Pa. O.C. Rule 6.9 Thisform 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: Richard C. Snelbaker Supreme Court I.D. No.: 6355 Name of Law Firm: Snelbaker & Brenneman P.C. Address: 44 West Main Street, Mechanicsburg, PA 17055 Telephone: (717) 697-8528 Fax: (717) 697-7681 ~ -=.;;;0 " :T.J 'fj :~~ ....~.~ Sn ~ )t~ .-1I >'~ ," )> Form DC-OJ rev. JO.13.06 '" c....'"':::l = -...J (- '-- r- f'>..:) 0"\ ~ ::J: 00 .r::- <Jl Page 1 of 10 Estate of HELEN I. FRY , Deceased 1. Name(s) and addressees) ofPetitioner(s): Name: Donald E. Whitman, Executor Address: 161 Ryegate Road 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? . . . . . . . . . . . . . . . . . . . . . IZI Yes D No If not, identify prior accountings, the accounting periods covered, and the date of adjudication ofthe prior accounting. 2. Decedent died on April 22, 2006 IZI Letters Testamentary or DLetters of Administration were granted to Petitioner(s) on Aoril27.2006 Date of Will (if applicable): October 25,2000 Date(s) ofCodicil(s) (if applicable): Date of probate (if different from date Letters granted): Was a bond required? DYes IZI No If yes, state amount: Are proofs of advertising of the grant of Letters attached? ......... IZI Yes 0 No Dates of advertising of the grant of Letters: Patriot News - May 10, 17, 24, 2006 Cumberland Law Joumal- May 12, 19,26,2006 Form OC-OJ rev. 10.13.06 Page 2 of 10 1 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, depos~s 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 in the 10th, 17th and 24th day(s) of May 2006. 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 Miscellaneous Book "M", Volume 14, Page 317. PUBLICATION COpy I ~/J/i. .'J ~Z. NOTARY. UBLIC My commission expires June 6, 2006 SNELBAKER,BRENNEMAN & SPARE, P.C. 44 WEST MAIN STREET P.O. BOX 318 MECHANICS BURG, PA. 17055-0318 '" 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, V1Z: May 12, May 19, & May 26,2006 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. Fry, Helen I., dec'd. Late of Silver Spring Township. Executor: Donald E. Whitman, 161 Ryegate Road, Mechanics- burg, PA 17055. Attorneys: Snelbaker & Brenne- man, P.C., 44 West Main Street P.O. Box 318, Mechanicsburg, PA 17055-0318. L- COMMONWEALTH OF PENNSYLVANIA NOTARIAL SEAL HENRY F. COYNE, NOTARY PUBLIC HAMPDEN lWP., CUMBERLAND COUNTY MY COMMISSION EXPIRES JUNE 17, 2008 Estate of HELEN I. FRY , Deceased 3. Was decedent survived by a spouse? . . . . . . . . . . . . . . . . . . . . . . . . . . . .. DYes Ii] No If yes, name of the surviving spouse: 4. Has the surviving spouse filed to take an elective share? ............. DYes D 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): N/A 6. Did decedent marry after execution of Will or Codicil(s)? .. . . . . . . . .. DYes Ii] No Were any children born to decedent after execution of Will or Codicil(s)? ..... .. . . . .. " . .. . . . .. .. . .. . .. " ... .. . .. . .. DYes Ii] 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. S 1412, was a request for a statement of claim sent to the Department of Public Welfare? . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. DYes Ii] No Form OC-OJ rev. 10.13.06 Page 3 of 10 Estate of HELEN I. FRY , 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 ofthe Notice as well as a list of the names and addresses ofthe 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. Ifany person entitled to Notice is not suijuris (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) 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 of Each Party in Interest Relationship and Comments, if any Interest Ruth.A. Whitman 161 Ryegate Road Mechanicsburg, PA 17055 Daughter Residual Beneficiary 33.33% James M. Fry 524 Silver Spring Road Mechanicsburg, P A 17050 Son Residual Beneficiary 33.33% Form OC-OJ rev. 10.13.06 Page 4 of 10 Estate of HELEN I. FRY , Deceased Name and Address of Each Party in Interest Relationship and Comments, if any Interest Judy A. Fry 190 Birch Lane Carlisle, PA 17015 Granddaughter Residual Beneficiary 16.66% Lori A. Trace 20 West Simpson Street Mechanicsburg, PA 17055 Granddaughter Residual Beneficiary 16.66% B. Identify each party who is not suijuris (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. NONE C. State why a Petition for GuardianITrustee 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 DC-OI rev. 10.13.06 Page 5 of 10 Estate of HELEN I. FRY , 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 /n Full? NONE DYes DYes DNo DNo 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. S 3392 and the proposed payments. 11. Was family exemption claimed? '" ................... .......... DYes IZINo IZINo Was family exemption allowed? .............................. .. DYes Family exemption claimant's name and relationship: Name: Relationship: Form OC-O/ rev. /0./3.06 Page 6 of 10 Estate of HELEN I. FRY , 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 7/7/2006 11,000.00 1/9/2007 1,136.66 5/2/2007 23.40 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 IZl 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 ofthe 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 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-Ol rev. 10.13.06 Page 7 of 10 Estate of HELEN I. FRY , Deceased 16. Had the decedent been adjudicated an incapacitated person? . . . . . . . . . . DYes fZ] No If yes, attach a copy of the Order if available; otherwise state the Court, tenn, 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: 2,000.00 Purpose: To pay for filing fees, accounting expenses 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 D No If so, attach a copy of the notice. 19. Is the Court being asked to direct the filing of a Schedule of Distribution? DYes fZ]No As to real estate only? ........................................ DYes fZ] No Form OC-OJ rev. JO.13.06 Page 8 of 10 Estate of HELEN I. FRY , 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 11 of the First and Final Account B. Principal: Proposed Distributee(s) Amount/Proportion See page 11 of the First and Final Account Submitted By: (All petitioners must sign. Add additional lines ifnecessary): 5)cu.<1>> t. ~ ~ Name of Petitioner: Donald E. Whitman, Executor Name of Petitioner: Form DC-OJ rev. 10.13.06 Page 9 of 10 Estate of HELEN I. FRY , Deceased Verification of Petitioner (Verification must be by at least one petitioner.) The undersigned hereby verifies * [that he/she he is title Executor of the above-named name of corporation for the Estate of Helen I. Fry and] that the facts set forth in the foregoing Petition for Adjudication / Statement of Proposed Distribution which are within the personal knowledge ofthe 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. 9 4904 (relating to unsworn falsification to authorities). ~i. ~A.( ft.o-,~ Signature of Petitioner 4 Donald E. Whitman, Executor * 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. ~ L~~ Signature of Counsel for Petitioner Richard C. Snelbaker Form OC-OJ rev. JO.13.06 Page 10 of 10