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Home My WebLink About07-27-07 In the Court of Common Pleas of Cumberland County, Pennsylvania Orphans' Court Division G 3 '81 \ -, lD. SS File No. 21-06-0759 ~ -3()lo~S, 38 Estate of Frances C. Durff, Deceased Late of South Newton Township First and Final Account Lois J. Valencia and Daniel W. Valencia, Co-Executors Social Security #: Tax 10 #: Date of Death: Date of Incapacity, if any: Date of Executor's Appointment: Date of First Complete Advertisement: Accounting for the Period: 199-34-7738 20-7054118 08/10/2006 None 08/25/2006 09/05/2006 08/10/2006 to 07/05/2007 Purpose of Account: Lois J. Valencia and Daniel W. Valencia, Co-Executors, offer this Account to acquaint interested parties with the transactions that have occurred during the Administration. It is important that the Account be carefully examined. Requests for additional information or questions or objections can be discussed with: Jerry A. Weigle Esquire Weigle & Associates, P.C. 126 East King Street Shippensburg, PA 17257 o l- :>0 .'" ::0 .. Ju ::r:o . :t> r- .~~~ 32~ .:J:J .~--j r-v = = ......., c... c:: r- N -.J 717/532-7388 Supreme Court 1.0. No. 01624 -0 :Jt: - .. N 0"\ SUMMARY OF ACCOUNT Estate of Frances C. Durff, Deceased For the period of Auaust 10, 2006 throuah Julv 5,2007 Fiduciary Current Acquisition Proposed Distributions Paae Value Value to Beneficiaries 17 92,885.38 92,885.38 PRINCIPAL Receipts: This Account 1 - 3 381,145.85 Net Gain (or Loss) on Sales 4 or Other Dispositions 30.70 Less Disbursements: 381,176.55 Debts of Decedent 5-7 12,101.99 Funeral Expenses 7 9,529.63 Administration Expenses 7-8 2,573.08 Federal, State & Local Taxes 8 39,000.00 Commissions 0.00 Fees 8 15,174.81 Family Exemption 0.00 78,379.51 Balance Before Distributions 302,797.04 Transfer to (from) Principal 0.00 Distributions to Beneficiaries 9 214,000.00 Principal Balance on Hand 10 88,797.04 For Information: Investments Made Changes in Holdings 11 INCOME Receipts This Account 12 -13 4,136.55 Net Gain (or Loss) on Sales 0.00 or Other Dispositions 4,136.55 Less Disbursements 14 48.21 Balance Before Distributions 4,088.34 Transfer to (from) Income 0.00 Distributions to Beneficiaries 0.00 Income Balance on Hand 15 4,088.34 For Information: Investments Made Changes in Holdings COMBINED BALANCE ON HAND 16 92,885.38 Verification 18 SCHEDULE A RECEIPTS OF PRINCIPAL Fiduciary Acquisition Value Cash 08/10/2006 Members First Federal Credit Union Checking 2.952.62 Account #9002-11 08/10/2006 Members First Federal Credit Union Checking 794.51 Account #9002-11 - credits to account from date of death to closing 08/10/2006 Accrued interest on above item through date of 0.18 death 08/10/2006 Members First Federal Credit Union Money 94.239.99 ""~"~...^....^". ^ft^^..... .",ann., ftl: 08/10/2006 Accrued interest on above item through date of 58.56 death 08/10/2006 Members First Federal Credit Union Savings 1,470.10 Account #9002-00 08/10/2006 Accrued interest on above item through date of 0.36 death 08/10/2006 MetLife Total Control Account #404-7524884 23.918.51 08/10/2006 Orrstown Bank Checking Account #106003405 98.116.54 08/10/2006 Accrued interest on above item through date of 64.48 death 08/10/2006 Orrstown Bank Checking Account #110000241 5.764.39 08/10/2006 Accrued interest on above item through date of 0.32 death 08/10/2006 Orrstown Bank Savings Account #706001658 388.73 08/10/2006 Accrued interest on above item through date of 0.21 death Total Cash 227.769.50 Personal Property 08/10/2006 1979 Chevrolet Blazer - proceeds of sale 3.000.00 02/03/2007 08/10/2006 1988 29RB Alumalite Travel Trailer 6.500.00 08/10/2006 1992 Chevrolet Pick-Up Truck - proceeds of sale 5.500.00 10-19-06 08/10/2006 2006 Subaru Ltd. SW 22.500.00 1 SCHEDULE A RECEIPTS OF PRINCIPAL Continued Fiduciary Acquisition Value 08/10/2006 Coins - at appraised value 310.30 08/10/2006 Personal Property - gross proceeds of public 2.689.00 sale 10-18-2006 Total Personal Property 40.499.30 Real Estate 08/10/2006 Real Estate - residence at 194 Horsekiller Road, 110.000.00 Shippensburg, South Newton Township, Cumberland County, PA Total Real Estate 110.000.00 Total Inventory 378.268.80 Subseauent Principal Receipts 11/29/2006 Blue Cross/Blue Shield - benefit check 417.60 03/13/2007 Caremark - refund 234.20 12/20/2006 Chambersburg Health Services - refund 15.00 09/26/2006 Chase Master Card - refund 157.94 04/05/2007 Cingular Wireless - refund 1.98 08/10/2006 Commonwealth of Pennsylvania - refund of PA 19.95 Inheritance Tax 02/08/2007 Lebanon Mutual Insurance - refund of 421.00 homeowner's premium 10/30/2006 Medical Billing - refund 15.00 08/15/2006 South Central Surgical Associates - refund 140.00 11/01/2006 State Farm Insurance - refund of auto premium 31.00 11/27/2006 State Farm Insurance - refund of auto premium 159.47 01/31/2007 State Farm Insurance - refund of auto premium 28.17 04/05/2007 State Farm Insurance - refund 62.70 02/21/2007 U. S. Treasury - 2006 federal income tax refund 1.173.04 Total Subsequent Principal Receipts 2.877 .05 Total Adjustments and Subsequent Receipts 2.877 .05 2 SCHEDULE A RECEIPTS OF PRINCIPAL Continued Total Receipts of Principal 3 Fiduciary Acquisition Value 381,145.85 SCHEDULE B GAINS AND LOSSES ON SALES OR OTHER DISPOSITIONS - PRINCIPAL Gain Loss 10/31/2006 Coins Net Proceeds Fiduciary Acquisition Value 341.00 -310.30 30.70 TOTAL GAINS AND LOSSES/PRINCIPAL LESS LOSS NET GAIN OR LOSS 30.70 30.70 4 SCHEDULE C DISBURSEMENTS OF PRINCIPAL Debts of Decedent 09/01/2006 Orrstown Bank Checking Account #110000241 _ 1,657.92 checks clearing after date of death 09/07/2006 AmeriGas 80.00 09/07/2006 Chambersburg Anesthesia Associates - 108.00 reimbursement for car batteries 09/07/2006 Chambersburg Hospital 6.79 09/07/2006 Embarq 71.93 09/07/2006 Keystone Medical Associates 17.00 09/07/2006 Lois J. Valencia - reimbursement for car 121.18 batteries 09/07/2006 Mt. Rock Animal Hospital 152.38 09/07/2006 PPL Electric Utilities 152.61 09/07/2006 U. S. Treasury - 3rd quarter federal tax deposit 750.00 09/26/2006 AmeriGas 80.00 09/26/2006 Cingular Wireless 37.13 09/26/2006 Embarq 138.58 09/26/2006 Equipped for Life 82.64 09/26/2006 Lebanon Mutual Insurance - homeowner's 608.00 09/26/2006 Lois J. Valencia - reimbursement for 95.35 Cumberland Valley Motors Subaru maintenance 09/26/2006 Lois J. Valencia - reimbursement for Hilton's 184.44 Lock Service changing residence locks 09/26/2006 PPL Electric Utilities 152.52 09/26/2006 State Farm Insurance - automobile 207.17 10/10/2006 Fidelity Investments - refund of overpayment of 794.06 Pepsi Co. pension 10/12/2006 Bauserman's Lawn Service 74.20 10/12/2006 Lois J. Valencia - reimbursement for repairs and 621.09 inspections of 3 vehicles at Coons Garage 10/12/2006 South Central Surgical Associates 187.05 10/12/2006 Troy Pomeroy Plumbing 45.00 5 SCHEDULE C DISBURSEMENTS OF PRINCIPAL Continued 10/19/2006 10/31/2006 10/31/2006 10/31/2006 11/15/2006 11/15/2006 11/15/2006 Cumberland Valley Medical Services Franklin County Medical Associates PPL Electric Utilities State Farm Insurance - auto premium AmeriGas Chambersburg Anesthesia Associates Lois J. Valencia - reimbursement for Cumberland Valley Motors Subaru maintenance Franklin County Heart Center PPL Electric Utilities Pulmonary Associates of Chambers burg Shippensburg Area EMS U. S. Treasury - 4th quarter federal tax deposit AmeriGas Franklin County Heart Center PPL Electric Utilities State Farm Insurance Waste Management AmeriGas Funk's Drilling - repairs PPL Electric Utilities Shawn W. Frey Contracting - repairs State Farm Insurance -1979 Chevrolet premium David L. McBeth Electrical - repairs AmeriGas Waste Management - dumpster rental and disposal PPL Electric Utilities AmeriGas Beverly Rosenberry, Tax Collector - 03/01/2007 real estate taxes Cumberland Valley Medical Services AmeriGas Cumberland Valley Medical Services 11/30/2006 11/30/2006 11/30/2006 12/05/2006 12/20/2006 01/02/2007 01/02/2007 01/02/2007 01/02/2007 01/02/2007 01/25/2007 01/25/2007 01/25/2007 01/25/2007 01/25/2007 02/01/2007 02/13/2007 02/21/2007 02/28/2007 03/13/2007 03/13/2007 05/01/2007 OS/23/2007 OS/23/2007 6 100.10 145.00 152.47 139.09 10.00 65.00 54.01 138.70 152.35 144.77 621.00 750.00 10.00 1,035.00 152.23 28.17 330.29 10.00 100.70 151.90 249.30 28.17 57.20 10.00 500.00 88.75 10.00 215.85 131.90 46.00 49.00 SCHEDULE C DISBURSEMENTS OF PRINCIPAL Continued Total Debts of Decedent 12.101.99 Funeral Expenses 09/07/2006 Fogelsanger-Bricker Funeral Home 9.529.63 Total Funeral Expenses 9.529.63 Administration Expenses 09/07/2006 Cumberland Law Journal - advertising Letters 75.00 Testamentary 09/07/2006 Register of Wills, Cumberland County - Letters 460.00 Testamentary and Short Certificates 09/07/2006 Sailhamer Real Estate - real estate market 100.00 analysis 09/12/2006 M & T Bank - estate checks 12.50 09/26/2006 News Chronicle - advertising Letters 101.00 Testamentary 09/29/2006 Mobile Merchants - coin appraisal fee 26.50 10/18/2006 Expenses of public sale 1.153.60 10/18/2006 Register of Wills, Cumberland County - 2 Short 8.00 Certificates 11/02/2006 Dan Hershey Auctioneering Service - appraisal 75.00 of personal property 12/05/2006 Lois J. Valencia - reimbursement for vehicle 63.98 advertising 12/12/2006 M & T Bank - estate checks 12.50 01/25/2007 Commonwealth of Pennsylvania - Trailer 12.00 registration 02/01/2007 Register of Wills, Cumberland County - 2 Short 8.00 Certificates 02/21/2007 Linda K. Klein - notary fee 20.00 02/21/2007 Register of Wills, Cumberland County - filing 350.00 First and Final Account 7 SCHEDULE C DISBURSEMENTS OF PRINCIPAL Continued 02/21/2007 Weigle & Associates, P.C. - reimbursement for 50.00 postage, xerox copies, and long distance telephone calls 03/01/2007 Register of Wills, Cumberland County - filing PA 15.00 Inheritance Tax Return 05/31/2007 Hershey Auctioneering - stop payment charge 30.00 paid for loss of sale proceeds check Total Miscellaneous Administrative Expenses 2.573.08 Federal. State & Local Taxes 11/02/2006 Register of Wills, Cumberland County - PA 39.000.00 Inheritance Tax payment at discount Total Taxes 39.000.00 Fees 12/07/2006 Weigle & Associates, P.C. - partial attorney fee 3.750.00 03/01/2007 Weigle & Associates, P.C. - balance of attorney 11.424.81 fee Total Fees 15.174.81 TOTAL DISBURSEMENTS OF PRINCIPAL 78.379.51 8 SCHEDULE D DISTRIBUTIONS OF PRINCIPAL Lois J. Valencia 11/21/2006 03/09/2007 03/27/2007 04/19/2007 04/27/2007 05/03/2007 07/05/2007 2006 Subaru Ltd. SW Real Estate Cash - Partial Distribution Cash - Partial Distribution Cash - Partial Distribution Cash - Partial Distribution 1988 29RB Alumalite Travel Trailer Sharon L. Hanks 11/08/2006 Distribution of Specific Bequest under Paragraph Second of Will 22.500.00 110.000.00 20.000.00 10.000.00 30.000.00 5.000.00 6.500.00 10.000.00 TOTAL DISTRIBUTIONS TO BENEFICIARIES 9 204.000.00 10.000.00 214.000.00 # Units PRINCIPAL BALANCE ON HAND Description Cash M T Estate Checking Account Total Cash 10 Current Value 07/05/2007 or as Noted 88.797.04 88.797.04 88.797.04 Fiduciary Acquisition Value 88.797.04 88.797.04 88.797.04 SCHEDULE F CHANGES IN PRINCIPAL HOLDINGS # Units Cost 1988 29RB Alumalite Travel Trailer 08/10/2006 07/05/2007 inventoried distributed 6.500.00 -6.500.00 0.00 2006 Subaru Ltd. SW 08/10/2006 inventoried 22,500.00 11/21/2006 distributed -22,500.00 0.00 Coins 08/10/2006 inventoried 310.30 10/31/2006 sold -310.30 0.00 Real Estate 08/10/2006 inventoried 110,000.00 03/09/2007 distributed -110,000.00 0.00 Total 0.00 11 State Farm Insurance OS/23/2007 SCHEDULE G RECEIPTS OF INCOME Dividend dividend on terminated policy TOTAL DIVIDEND INCOME M & T Bank Estate Checkina Account 09/22/2006 10/24/2006 11/24/2006 12/22/2006 01/24/2007 02/23/2007 03/23/2007 04/24/2007 OS/24/2007 06/22/2007 M & T Bank Estate Monev Market Account 06/19/2007 Interest/Bank interest 08/24/06 to 06/19/07 09/08/2006 Members First Federal Credit Union Monev Manaaement Account #9002-05 interest date of death to closing 12 4.30 6.09 7.92 5.45 3.20 3.44 3.15 1.91 0.64 0.40 0.42 3.800.01 188.78 4.30 4.30 32.62 3.800.01 188.78 SCHEDULE G RECEIPTS OF INCOME Continued Members First Federal Credit Union Savings Account #9002-00 09/08/2006 interest date of death to closing Orrstown Bank Checking Account #106003405 09/07/2006 interest date of death to closing Orrstown Bank Checking Account #110000241 09/07/2006 interest date of death to closing Orrstown Bank Savings Account #706001658 09/07/2006 interest date of death to closing TOTAL BANK INTEREST TOTAL RECEIPTS OF INCOME 13 1.17 1.17 108.96 108.96 0.57 0.57 0.14 0.14 4.132.25 4.136.55 SCHEDULE I DISBURSEMENTS - INCOME Expense I INCOME Commonwealth of Pennsvlvania 02121/2007 2006 PA41 fiduciary income tax TOTAL DISBURSEMENTS OF INCOME 14 48.21 48.21 48.21 # Units Description INCOME BALANCE ON HAND Cash M T Estate Checking Account Total Cash 15 Current Value 07/05/2007 or as Noted 4.088.34 4.088.34 4.088.34 Fiduciary Acquisition Value 4.088.34 4.088.34 4.088.34 # Units COMBINED BALANCE ON HAND Description Cash M T Estate Checking Account Total Cash 16 Current Value 07/05/2007 or as Noted 92.885.38 92.885.38 92.885.38 Fiduciary Acquisition Value 92.885.38 92.885.38 92.885.38 TO: Lois J. Valencia Cash PROPOSED DISTRIBUTIONS TO BENEFICIARIES Total 17 Current Value 07/05/2007 or as noted 92.885.38 92.885.38 92.885.38 Fiduciary Acquisition Value 92.885.38 92.885.38 92.885.38 VERIFICATION LOIS 1. VALENCIA and DANIEL W. VALENCIA, Co-Executors of the Estate of Frances C. Durff, deceased, hereby declare under oath (penalties of perjury) that they have fully and faithfully discharged the duties of their 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; that, to their 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. ~~9~ Lois J . Valencia, Co-Executor Subscribed and sworn to by LOIS J. V ALENCIA before me this I ~~ day of ~~ 2007. ~~l;:~ Notarial Seal Unda K. Klein, Notary Public / Shippensburg, PA Cumberland County ./ ~ Conrn~~Exp~s~"'1J,~ ~-J 4/'~ ' Daniel W. Valencia, Co-Executor Subscribed and sworn to by DANIEL W. VALENCIA before me this I ?~ day of M(} 2007. ~ )( ):~ Nota a ea Unda K. Klein, Notary Public 18 Shippensburg, PA Cumberland County Commissio'l E~~~~S Au ust 15, 2008 WEIGLE & ASSOCIATES. P.c. - ATTORNEYS AT LAW - 126 EAST KING STREET - SHIPPENSBURG. PA 17257-1397 It is hereby certified that written notice stating the date, time and place of the presentation of the First and Final Account in the above estate and the statement of proposed distribution and stating the last day to file objections to the account and statement of proposed distribution and including a copy of the statement of distribution was given at least twenty-eight (28) days prior to the date fixed to every unpaid creditor who has given written notice of his claim to the Accountant and to every other person known to the Accountant to have or claim an interest in the estate as creditor, beneficiary, heir or next of kin. r?t:~9 y~ Lois J. Valengia, Co-Executor Daniel W. Valencia, Co-Executor WEIGLE & ASSOCIATES, RC. - ATTORNEYS AT LAW - 126 EAST KING STREET - SHIPPENSBURG, PA 17257-1397 ESTATE OF FRANCES C. DURFF IN THE COURT OF COMMON PLt:AS OF CUMBERLAND COUNTY, PENNSYLVANIA ORPHANS' COURT DIVISION ESTATE NO. 21-06-0759 IN RE: ESTATE OF FRANCES C. DURFF, Deceased NOTICE This is to advise you that Lois J. Valencia and Daniel W. Valencia, Co-Executors of the estate of Frances C. Durff, 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, Orphans' Court Division, of Carlisle, Pennsylvania, in the Courtroom of the Cumberland County Courthouse, Carlisle, Pennsylvania, on August 28, 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. July 5, 2007 Very truly yours, WEIGLE & ASSOCIATES, P.C. C(/ WEIGLE & ASSOCIATES, Pc. - ATTORNEYS AT LAW - 126 EAST KING STREET - SHIPPENSBURG, PA 17257-1397 Notices to: Sharon G. Hanks 648 Lopax Road Harrisburg, PAl 7112 Lois 1. Valencia 290 Pleasant Hill Road Lewisberry, PA 17339 WEIGLE & ASSOCIATES, P.c. - ATTORNEYS AT LAW - 126 EAST KING STREET - SHIPPENSBURG, PA 17257-1397 DECEDENT'S ESTATE S ~~\\llD.\oS- P 3lJlo~8S.3~ COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYL VANIA ORPHANS' COURT DIVISION ESTATE OF FRANCES C. DURFF , DECEASED No. 21-06-0759 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 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 acijudication. INCLUDE ATTACHMENTS AT THE BACK OF THIS FORM. Name of Counsel: Jerry A. Weigle, Esquire Supreme Court J.D. No.: 1624 Name of Law Firm: Weigle & Associates, P.C. Address: 126 East King Street, Shippensburg, PA 17257 Telephone: 717-532-7388 Fax: 717-532-5289 o ~ -)~;.~P ~:nJ . -' ::tJ . :~-"-.)/, ,~=<o _"/ ~~~' "ll . .j '''':) :u--l ;:.. ~" :-=:., c:::) -.....J (- c:: r- N -.l r-~"'r !-~L:i -' ) 1, ::_-? v ::i: S..;~") - .. ~..-~. _.:~...f .:.:~ r;.~ N en Form DC-OJ rev. 1O.J3.06 Page 1 of 10 Estate of FRANCES C. DURFF , Deceased 1. Name(s) and address(es) ofPetitioner(s): Name: Lois J. Valencia Daniel W. Valencia Address: 290 Pleasant Hill Road 290 Pleasant Hill Road Lewisberry, PA 17339 Lewisberry, PA 17339 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? . . . . . . . . . . . . . . . . . . . . . I2J Yes [] No If not, identify prior accountings, the accounting periods covered, and the date of adjudication of the prior accounting. 2. Decedent died on August 10, 2006 I2J Letters Testamentary or [] Letters of Administration were granted to Petitioner( s) on AUl!ust 25.2006 Date of Will (if applicable): October 14, 2005 Date(s) of Codicil(s) (if applicable): N/ A Date of probate (if different from date Letters granted): Was a bond required? []Yes I2J No If yes, state amount: Are proofs of advertising of the grant of Letters attached? ......... I2J Yes [] No Dates of advertising of the grant of Letters: News Chronicle - September 5 12 19 , , , 2006; Cumberland Law Journal- September 15,22,29,2006 Form DC-OJ rev. JO.13.06 Page 2 of 10 Estate of FRANCES C. DURFF , Deceased 3. Was decedent survived by a spouse? .. . . .. . . . . . . . . . . . . . . . . . . . . . .. DYes IZINo If yes, name of the surviving spouse: 4. Has the surviving spouse filed to take an elective share? ............. DYes IZINo (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 (if none, 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 WillorCodicil(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. S 1412, was a request for a statement of claim sent to the Department of Public Welfare? . . . . . . . . . . . . . . . . . . . . . . .. . . . . .. IZIYes D No Form DC-O/ rev. /0./3.06 Page 3 of 10 Estate of FRANCES C. DURFF , 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 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. a.c. Rule 5.2. D. If any charitable interest is involved, Notice ofthe 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 Party in Interest Relationshin and Comments. if anv Interest Sharon G. Hanks a/kJa Sharon L. Hanks 648 Lopax Road Harrisburg, P A 17112 Sister $10,000.00 Lois J. Valencia 290 Pleasant Hill Road Lewisberry,PA 17339 Sister 100% of Residue Form OC-OI rev. 10.13.06 Page 4 of 10 Estate of FRANCES C. DURFF , Deceased Name and Address of Each Party in Interest Relationship and Comments, if anv 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. Oc. 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-OJ rev. 10.13.06 Page 5 of 10 Estate of FRANCES C. DURFF , 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? 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. ~ 3392 and the proposed payments. 11. Was family exemption claimed? . . . . . . . . . . . . . . .. . . . . . . . . . . . . . . . . DYes lZINo lZINo Was family exemption allowed? . . . . . . . . .. . . . . . . . . . . . . . . . . . . . . . . DYes Family exemption claimant's name and relationship: Name: Relationship: Form DC-Ol rev. /0./3.06 Page 6 of 10 Estate of FRANCES C. DURFF , 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 November 3, 2006 39,000.00 None May 28, 2007 -19.95 None - refund 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 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? .................. D Yes D No 15. IfPetitioner(s) has/have knowledge that a share has been assigned, renounced, disclaimed or attached, provide a copy of the assignment, renunciation, disclaimer or attachment, together with any relevant supporting documentation. Form DC-OJ rev. 10./3.06 Page 7 of 10 Estate of FRANCES C. DURFF , Deceased 16. Had the decedent been adjudicated an incapacitated person? . . . . . . . . . . DYes IZJ No If yes, attach a copy of the Order if available; otherwise state the Court, term, number, date, and name of Hearing Judge. 17. A. List or attach a separate list of additional receipts and disbursements since the closing date of the Account. 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: Purpose: 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? . . . . . . . . . . . . . . . . . . . . . . . . . . IZJYes DNo As to real estate only? ........................................ DYes IZJNo Form OC-OJ rev. JO.13.06 Page 8 of 10 Estate of FRANCES C. DURFF , 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 Lois J. Valencia 100% B. Principal: Proposed Distributee(s) Amount/Proportion Lois 1. Valencia 100% Submitted By: (All petitioners must sign. Add additional lines ifnecessary): ~vo ~~~,. Name ofPefttioner: Lois J. Valencia ~ -e~/~~ " Name of Petitioner: Daniel W. Valencia Form DC-OJ rev. 10.13.06 Page 9 of 10 Estate of FRANCES C. DURFF , Deceased Verification of Petitioner (Verification must be by at least one petitioner.) The undersigned hereby verifies * [that he/she she is litle Co-Executor of the above-named name of corporation Estate of Frances C. Durff 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). if~~ ~~ Signature o(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. Q'/ Form DC-OJ rev. JO.13.06 Page 10 of 10