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Home My WebLink About10-26-07 IN RE: ESTATE OF ETHEL J. PETERSON : IN THE COURT OF COMMON PLEAS OF : CUMBERLAND COUNTY, PENNSYLVANIA : ORPHANS' COURT DIVISON : NO. 2007-00371 GENERAL AUDIT NOTICE TO ALL PARTIES IN INTEREST: The First and Final Account of Karen J. March, Executrix of the Estate of Ethel J. Peterson has been filed with the Clerk of the Orphans' court Division of the Court of Common Pleas of Cumberland County, Pennsylvania and the Account will be presented by the Clerk to the Orphans' Court Division for audit, confirmation and distribution at 9:30 a.m. on November 27, 2007 in Courtroom #4 of the Cumberland County, Pennsylvania Courthouse. Any objections to the Account or to the proposed Schedule of Distribution shall be filed in writing with the Clerk of the Orphans' Court not later than 9:00 a.m. on November 27, 2007. Failure to file objections in a timely manner will result in a waiver of the objections. A copy of the First and Final Account of Karen J. March, Executrix for the Estate of Estate of Ethel J. Peterson and the proposed Schedule of Distribution are attached hereto. If you have any questions regarding the contents of this Notice, the First and Final Account or the proposed Schedule of Distribution, you may contact the undersigned. Yoffe & Yoffe, P.C. /U/2 fwv? JE FREY N. YOFFE, ESQUIRE Attorney for Karen J. March, Executrix 214 Senate Avenue, Suite 404 Camp Hill, PA 17011 (717) 975-1838 jyoffe@verizon.net Attorney 10 No. 52933 Page 1 of 8 ESTATE OF ETHEL J. PETERSON : CUMBERLAND COUNTY, PENNSYLVANIA : ORPHANS' COURT DIVISON : NO. 2007-00371 FIRST AND FINAL ACCOUNT OF KAREN J. MARCH, EXECUTRIX FOR ESTATE OF ETHEL J. PETERSON Date of Death: April 14, 2007 Date of of granting of letters to Karen J. March: April 17, 2007 Accounting for the Period: April 14, 2007 to October 24,2007 Letters advertised in the following publications on the dates indicated: The Sentinel on May 30,2007, June 6, 2007 and June 13,2007. See Exhibit "A". The Cumberland Law Journal on June 1,2007, June 8,2007 and June 15, 2007. See Exhibit "B". PA Inheritance Taxes have been paid in full. See Exhibit "C". Purpose of Account: Karen J. March, Executrix offers this account to acquaint interested parties with the transactions which have occurred during her administration. This account also indicates the proposed distribution of the estate. It is important that the account be carefully examined. Requests for additional information or questions or objections can be discussed with: Yoffe & Yoffe, P.C. Date: lo/~'t1"U;v7 Page 2 of 8 '43~ ,3:)..D. ~~ 1"- :) f'.) ~~ ... SUMMARY OF ACCOUNT AS OF 10/24/2007 Page Current Value Principal Receipts: 4 $19,355.48 Income: Receipts: 4 $6,497.06 Total Receipts $25,852.54 Less Disbursements: Non Attorney Fee Expenses 4 $23,136.75 Disbursements Plus At Risk Distributions 5 $0.00 Attorney Fees 5 $4,071.75 Total Expenses $27,208.50 Accounts Receivable: 5 $0.00 Liabilities: 5 $3,958.04 Net Asset Value of Estate ($5,314.00) Page 3 of 8 Date Of Death (April 14, 2007) Value Of Members First Checking Account (290036) Date Of Death (April 14, 2007) Value Of Members First Savings Account (290036) Total Receipts of Principal 04/30/2007 Members 1 st Checking Accl. Interest 04/30/2007 Members 1st Savings Accl. Interest 05/07/2007 Deposit 05/31/2007 Members 1st Checking Accl. Interest 6/12/2007 - Loan From Karen J. March to Estate 6/18/2007 - Life Insurance Of Ethel Peterson Naming Karen J. March Beneficiary - Erroneously Placed In Estate's Account 06/30/2005 Members 1st Checking Accl. Interest 7/31/2007 Members First Checking Accl. Interest Total Receipts of Income TOTAL RECEIPTS OF PRINCIPAL PLUS INCOME 06/18/2007 Sentinel 6/18/2007 - Transfer To Karen J. March Of Her Life Insurance Proceeds - Erroneously Placed In Estate's Account 6/18/2007 - Transfer To Karen J. March Of Her Life Insurance Proceeds - Erroneously Placed In Estate's Account 7/2/2007 Cumberland Law Journal 07/10/2007 Register Of Wills - Inheritance Tax Return Filing Fee For The Estate Of Richard Peterson 0711 0/2007 Register Of Wills - Inheritance Tax Return Filing Fee For The Estate Of Ethel Peterson 07/17/2007 Cumberland County Register Of Wills 07/16/2007 Inheritance Tax - Estate of Ethel Peterson 07/16/2007 Inheritance Tax - Estate of Richard Peterson Total Non Attorney Fee Expenses Page 4 of 8 RECEIPTS OF PRINCIPAL RECEIPTS OF INCOME NON ATTORNEY FEE EXPENSES $12,316.19 $7,039.29 $19,355.48 $3.33 $2.67 $25.00 $3.17 $2,000.00 $4,456.91 $4.04 $1.94 $6,497.06 $25,852.54 $101.38 $2,228.91 $2,228.00 $75.00 $15.00 $15.00 $250.00 $18,014.91 $208.55 $23,136.75 Total Disbursements 04/30/2007 Yoffe & Yoffe, P.C. 06/05/2007 Yoffe & Yoffe, P.C. 7/5/2007 Yoffe & Yoffe, P.C. 07/30/2007 Yoffe & Yoffe, P.C. 10/24/2007 Yoffe & Yoffe, P.C. Total Attorney Fees TOTAL EXPENSES None 06/12/2007 Karen J. March - Money Loaned To The Estate 07/12/2007 Karen J. March - Money Loaned To The Estate TOTAL LIABILITIES DISBURSEMENTS PLUS AT RISK DISTRIBUTIONS Page 5 of 8 ATTORNEY FEES ACCOUNTS RECEIVABLE LIABILITIES $0.00 $50.00 $651.88 $151.74 $1,928.04 $1,290.09 $4,071.75 $27,208.50 $0.00 $2,000.00 $1,958.04 $3,958.04 PROPOSED DISTRIBUTIONS TO BENEFICIARIES Pursuant to the Probate Estates and Fiduciaries Code the following distributions are proposed: Probate Assets Of The Estate: Less Expenses Of The Probate Estate: Funeral Expenses: Sentinel Advertising: Cumberland Law Journal Advertising First & Final Account Filing Fees: Net Asset Value Of The Probate Estate Before Family Exemption: Family Exemption: Net Asset Value Of The Probate Estate After Family Exemption: Inheritance Tax On Probate Estate (Estimate): Net Asset Value Of Probate Estate Available For Distribution (Before Family Exemption & Interest): Family Exemption Net Asset Value Of Probate Estate Available For Distribution (After Family Exemption & Before Interest): Simple Interest @ 6% from 04/14/2007 to 12/14/2007 Net Asset Value Of Probate Estate Available For Distribution (After Family Exemption & Interest): 50% to Linda L. Rehm 50% to Karen J. March ***An amount in excess of $6,433.96 has previously been paid by Karen J. March, Executrix directly to Linda L. Rehm in satisfaction of this obligation and no other money from the Estate will be paid to Linda L. Rehm. This obligation of the Estate to Linda L. Rehm was satisfied by payment to Linda L. Rehm out of non-probate assets which passed directly to the Executrix. Yoffe & Yoffe, P.C. FFRE . YOFFE, ESQUIRE Attorney for Karen J. March, Executrix 214 Senate Avenue, Suite 404 Camp Hill, PA 17011 (717) 975-1838 jyoffe@verizon.net Attorney ID No. 52933 Page 6 of 8 $19,355.48 ($6,258.00) ($101.38) ($75.00) ($130.00) $12,791.10 ($3,500.00) $9,291.10 ($418.10) $8,873.00 $3,500.00 $12,373.00 $494.92 $12,867.92 ($6,433.96) ($6,433.96) INRE: ESTATE OF ETHEL J. PETERSON : IN THE COURT OF COMMON PLEAS OF : CUMBERLAND COUNTY, PENNSYLVANIA : ORPHANS' COURT DIVISON : NO. 2007-00371 VERIFICATION Karen J. March, Executrix of the estate of Ethel J. Peterson, deceased, hereby declares under penalties of perjury that she has fully and faithfully discharged the duties of her office; that the foregoing First and Final Account is true and correct and fully discloses all significant transactions occurring during the accounting period; that all known claims against the estate have been paid in full or will be paid in full pursuant to the above proposed schedule of distribution; that to her knowledge, there are no claims now outstanding against the Estate other than those that will be satisfied as proposed above; and that all taxes presently due from the estate have been paid. ~~ Subscribed and sworn to ..EY Karen J. Mars;h before me this ~ t- Y"th day of OC 1vkxr /' , 2007 LIb 1/7, ftiL COMMONWEALTH OF PENNSYLVANIA Notarial Seal Jeffrey N. Yoffe. Notary Public East Pennsboro Twp" Cumberland County My CommIssIOn Expires Oct. 23, 2008 Member. Pennsvlvania Association of Notaries Page 7 of 8 IN RE: ESTATE OF ETHEL J. PETERSON : IN THE COURT OF COMMON PLEAS OF : CUMBERLAND COUNTY, PENNSYLVANIA : ORPHANS' COURT DIVISON : NO. 2007-00371 CERTIFICATE OF SERVICE The undersigned certifies that on the date indicated below he served a copy of the foregoing first and final account on the below individuals. Service was accomplished by mailing the same to them at the addresses indicated. Raymond S. Peterson 47 Medway-Earlton Road Earlton, New York 12058 Linda L. Rehm 1520 Seltzer Court Mechanicsburg, PA 17050 Karen J. March 1520 Seltzer Court Mechanicsburg, PA 17050 Yoffe & Yoffe, P.C. Date: (01 ~il wu1 By~IIl' /Ii SFREY N. YOFFE, ESQUIRE Attorney for Karen J. March, Executrix 214 Senate Avenue, Suite 404 Camp Hill, PA 17011 (717) 975-1838 jyoffe@verizon.net Attorney ID No. 52933 Page 8 of 8 PROOF OF PUBLICATION State of Pennsylvania, County of Cumberland Tammy Shoemaker, Classified Advertising Manager, of The Sentinel, of the County and State aforesaid, being duly sworn, deposes and says that THE SENTINEL, a newspaper of general circulation in the Borough of Carlisle, County and State aforesaid, was established December 13th, 1881, since which date THE SENTINEL has been regularly issued in said County, and that the printed notice or publication attached hereto is exactly the same as was printed and published in the regular editions and issues of THE SENTINEL on the following day(s) May 30, Tune 06, 13, 2007 COPY OF NOTICE OF PUBLICATION , iItAlI-. E"'OfeTHlI."~ ~.:Pf. CO!Irt.f3(lrotlghOf~~ ,', , COQflty.PA17060(4Ied'~'t...".~: I Karen J. -rctt. f&20 ~er Court, M8chinlcaburg, , PA17050. Aftome,.;Y~l yofftj P.C..:t:t4 s.nate, i Avenue, ,Suite 404. Oamp'HIII, PA 11011. \ Allpersonll having claims against \he estate shall make them known to said Executrix or said a\toi't'ley and aU persons indebted to \he decedent.shall rnl$'.payment to her W\thout delay. Affiant further deposes that he/she is not interested in the subject matter of the aforesaid notice or advertisement, and that all allegations in the foregoing statement as to time, place and character of 3:~~ ___....-.-.-.....,--............_....,...............____.. ......... ....." _,~.~,J ,,.... " Sworn to and subscribed before me this 13th, day of Tune, 2007. ~i.rv.1f. Not~ My commission expires: q I' lag COMMONWEALTH OF PENNSYLVANIA Notarial Seal Chnstina L. Wolfe, Notary Public Carlisle BOlO. Cumbertand County My Commission Expires Sept 1, 2008 Member. Pennsylvania Association Of Notaries PROOF OF PUBLICATION OF NOTICE IN CUMBERLAND LAW JOURNAL (Under Act No. 587, approved May 16, 1929), P. L.1784 COMMONWEALTH OF PENNSYL VANIA ss. COUNTY OF CUMBERLAND Lisa Marie Coyne, Esquire, Editor of the Cumberland Law Journal, of the County and State aforesaid, being duly sworn, according to law, deposes and says that the Cumberland Law Journal, a legal periodical published in the Borough of Carlisle in the County and State aforesaid, was established January 2, 1952, and designated by the local courts as the official legal periodical for the publication of all legal notices, and has, since January 2, 1952, been regularly issued weekly in the said County, and that the printed notice or publication attached hereto is exactly the same as was printed in the regular editions and issues of the said Cumberland Law Journal on the following dates, VIZ: June 1, June 8 and June 15, 2007 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. Peterson, Ethel J., dee'd. Late of 1520 Seltzer Court. Bor- ough of Meehanicsburg. Executrix: Karen J. March. 1520 Seltzer Court. Mechanicsburg. PA 17050. Attorneys: Yoffe & Yoffe. P.C.. 214 Senate Avenue. Suite 404. Camp Hill. PA 17011. SWORN TO AND SUBSCRIBED before me this 15 day of June. 2007 W~~djb~ Notary NOTARIAL SEAl. DEIClRNi A COlLINS Notary PublIc CMUU IORO. CUMIERlAND COUN1Y My CommIIIIon ExpIreI /ItfJt 21, 2010 BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION PO BOX 2B0601 HARRISBURG PA 17128-0601 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX . REV-1547 EX AFP (06-05J DATE 09-11-2007 ESTATE OF PETERSON ETHEL T DATE OF DEATH 04-14-2007 FILE NUMBER 21 07-0371 COUNTY CUMBERLAND ACN 101 APPEAL DATE: 11-10-2007 ( See reverse side under Objections) Amount Remittedl I MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 CUT ALONG THIS LINE --+ RETAIN LOWER PORTION FOR YOUR RECORDS +-- ------------------------------------------------------------------------------------------- REV-1547 EX AFP (03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF PETERSON ETHEL T FILE NO. 21 07-0371 ACN 101 DATE 09-11-2007 JEFFREY N YOFFE ESQ STE 404 214 SENATE AVE CAMP HILL PA 17011 TAX RETURN WAS: (X) ACCEPTED AS FILED ( ) CHANGED RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. Real Estate (Schedule A) 2. Stocks and Bonds (Schedule B) 3. Closely Held Stock/Partnership Interest (Schedule C) 4. Mortgages/Notes Receivable (Schedule D) 5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) 6. Jointly Owned Property (Schedule F) 7. Transfers (Schedule G) (lJ (2) (3) (4) (5) (6) (7) .00 .00 .00 .00 19,355.48 112,134.32 304,815.98 (8) NOTE: To insure proper credit to your account, submit the upper portion of this form with your tax payment. 8. Total Assets 436,305.78 APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) 10. 11. 12. 13. 14. Debts/Mortgage Liabilities/Liens (Schedule I) Total Deductions Net Value of Tax Return Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (9) (10) 14,904.38 Net Value of Estate Subject to Tax .00 (1lJ (12) (13) (14) 14.904.38 421,401.40 .00 421,401.40 NOTE: If an assessment was issued previouslY, lines 14, 15 and/or 16, 17, 18 and 19 will reflect figures that include the total of Abh returns assessed to date. ASSESSMENT OF TAX: 15. Amount of Line 14 at Spousal rate 16. Amount of Line 14 taxable at Lineal/Class A rate 17. Amount of Line 14 at Sibling rate 18. Amount of Line 14 taxable at Collateral/Class B rate 19. Principal Tax Due TAX CREDITS: CIS) (16) (1n (18) .00 X 00 .00 421,401.40 X 045 = 18,963.06 .00 X 12 = .00 .00 X 15 = .00 (19)= 18,963.06 PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID DATE NUMBER INTEREST/PEN PAID (-) 07-11-2007 CD008384 948.15 18,014.91 TOTAL TAX CREDIT 18,963.06 BALANCE OF TAX DUE .00 INTEREST AND PEN. .00 TOTAL DUE .00 * IF PAID AFTER DATE INDICATED, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. { IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE A RI=I=lINn C:C'C' DC\lCCCI:' C'T"'" 1"1.... ............ ___u --- --- ETHEL J. PETERSON Deceased : IN THE COURT OF COMMON PLEAS OF : CUMBERLAND COUNTY, PENNSYLVANIA : ORPHANS' COURT DIVISION : NO. 2007-00371 IN RE: ESTATE OF CERTIFICATE OF SERVICE The undersigned certifies that on October 24, 2007 he served a copy of the Petition For Adjudication (anticipated to be filed on October 26,2007) on the following individuals. Service was accomplished by mailing the Petition to the below individuals at the addresses indicated. Raymond S. Peterson 47 Medway-Earlton Road Earlton, New York 12058 Linda L. Rehm 1520 Seltzer Court Mechanicsburg, P A 17050 Karen J. March 1520 Seltzer Court Mechanicsburg, P A 17050 YOFFE & YOFFE, P.C. Date: October 24, 2007 By ~#), yj t7' effrey N. Y offe, Esq. Attorney for Karen J. March, Executrix 214 Senate Avenue, Suite 404 Camp Hill, PA 17011 (717) 975-1838 Attorney ID No. 52933 jyoffe@verizon.net DECEDENT'S ESTATE _.._.1 {~--:::' COURT OF COMMON PLEAS OF Cumberland COUNTY, PENNSYLVANIA ORPHANS' COURT DIVISION ---~ 1<> CTi --, f'.) f-v ESTATE OF Ethel J. Peterson , DECEASED No. 2007-00371 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 acfjudication. INCLUDE ATTACHMENTS AT THE BACK OF THIS FORM. Name of Counsel: Jeffrey N. Yoffe, Esq. Supreme Court J.D. No.: 52933 Name of Law Firm: Yoffe & Yoffe, P.c. Address: 214 Senate Avenue, Suite 404, Camp Hill, PA 17011 Telephone: (717) 975-1838 Fax: (717) 975-1912 Form OC-OJ rev.1O.J3.06 Page 1 of 10 Estate of Ethel J. Peterson , Deceased 1. Name(s) and addressees) ofPetitioner(s): Name: Karen J. March, Executrix Address: 1520 Seltzer Court Mechanicsburg, PA 17050 Identify any executors or administrators who have not joined in the Petition for Adjudication and Statement of Proposed Distribution and state reason: Is this the first accounting by this fiduciary? . . . . . . . . . . . . . . . . . . . . . IZl 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 April 14, 2007 IZI Letters Testamentary or o Letters of Administration were granted to Petitioner(s) on Amil 17. 2007 Date of Will (if applicable): 09/20/2006 Date(s) ofCodicil(s) (ifapplicable): Date of probate (if different from date Letters granted): Was a bond required? DYes Ii'] No If yes, state amount: Are proofs of advertising of the grant of Letters attached? ......... IZl Yes 0 No Dates of advertising of the grant of Letters: The Sentinel on May 30, 2007, June 6, 2007 and June 13,2007. The Cumberland Law Journal on June 1,2007, June 8, 2007 and June 15,2007. Form OC-OJ rev. 10.13.06 Page 2 of 10 Estate of Ethel J. Peterson , Deceased 3. Was decedent survived by a spouse? . . . . . . . . . . . . . . . . . . . . . . . . . . . .. DYes IZl No If yes, name of the surviving spouse: 4. Has the surviving spouse filed to take an elective share? ............. DYes 0 No (See Section 2201 et seq. of the Probate, Estates and Fiduciaries Code) If yes, date of election: N/ A 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 IZl No Were any children born to decedent after execution of Will or Codicil(s)? . . . . . . . . . . . .. . . . .. . . . .. . .. . . . . . . . . . . . . . . . . . DYes IZl 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? . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. IZlYes 0 No Form OC-OJ rev. JO.13.06 Page 3 of 10 Estate of Ethel J. Peterson , 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 of the Audit has been or will also be given to the Attorney General as required under Pa. a.c. Rule 5.5. In addition, the Attorney General's clearance certificate (or proof of service of Notice and a copy of such Notice) must be submitted herewith or at the Audit. 9. List all parties (charitable and non-charitable) of whom Petitioner(s) has/have notice or knowledge, having or claiming any interest in the estate as beneficiaries under the Will or Codicil(s) or as intestate heirs ifthere 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 Raymond S. Peterson 47 Medway-Earlton Road Earlton, New York 12058 Son 0 Linda L. Rehn 1520 Seltzer Court Mechanicsburg, PA 17050 Daughter 50% Form OC-OI rev. IO.I3.06 Page 4 of 10 Estate of Ethel J. Peterson , Deceased Name and Address of Each Party in Interest Relationshiv and Comments, if anv Interest Karen J. March 1520 Seltzer Court Mechanicsburg, P A 17050 Daughter 50% 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. None. C. State why a Petition for Guardian!rrustee Ad Litem has or has not been filed for this Audit (~ee Pa. O.c. Rule 12.4). N/A D. If distribution is to be made to the personal representative of a deceased party, state date of death, date and place of grant of Letters and type of Letters granted. N/A Form OC-OI rev. 10.13.06 Page 5 of 10 Estate of Ethel J. Peterson , 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. S 3392 and the proposed payments. 11. Was family exemption claimed? IZIYes DNo IZlYes DNo Was family exemption allowed? Family exemption claimant's name and relationship: Name: Karen J. March and Linda L. Rehm Relationship: Daughter and Daughter Form DC-OI rev. 10.13.06 Page 6 of 10 Estate of Ethel J. Peterson , 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 07/11/2007 18,014.91 $421,401.40 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 III 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 ofthe question requiring adjudication been given to the parties identified in Paragraph 9 above? .................. DYes 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 OC-OJ rev. 10.13.06 Page 7 of 10 Estate of Ethel J. Peterson , 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. None B. Has notice of the additional receipts and disbursements been given to the parties identified in Paragraph 9 above? ............. DYes D No N/A 18. If a reserve is requested, state amount and purpose. Amount: Purpose: N/A If a reserve is requested for counsel fees, has notice of the amount of fees to be paid from the reserve been given to the parties in interest? ........................................ DYes DNo If so, attach a copy of the notice. 19. Is the Court being asked to direct the filing of a Schedule of Distribution? DYes IlJNo As to real estate only? ........................................ DYes IlJ No Form OC-01 rev. 10.13.06 Page 8 oft 0 Estate of Ethel J. Peterson , 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: No assets are available for distribution. Proposed Distributee(s) Amount/Proportion B. Principal: Proposed Distributee(s) Amount/Proportion Submitted By: (All petitioners must sign. Add additional lines ifnecessary): Jk'~~ Name of Petitioner: Form DC-OJ rev. 10.13.06 Page 9 of 10 Estate of Ethel J. Peterson , Deceased Verification of Petitioner (Verification must be by at least one petitioner.) The undersigned hereby verifies * [that he/she is title of the above-named name of corporation and] that the facts set forth in the foregoing Petition for Adjudication / Statement of Proposed Distribution which are within the personal knowledge 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. S 4904 (relating to unsworn falsification to authorities). I J * 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. Yoffe & Yoffe, P.c. By Jeffrey N. Yoffe, Esq. 214 Senate Avenue, Suite 404 Camp Hill, PA 17011 jyoffe@verizon.net Ph: (717) 975-1838 Form OC-OI rev. 10.13.06 Page 10 of 10 PROOF OF PUBLICATION State of Pennsylvania, County ofCumberIand Tammy Shoemaker, Classified Advertising Manager, of The Sentinel, of the County and State aforesaid, being duly sworn, deposes and says that THE SENTINEL, a newspaper of general circulation in the Borough of Carlisle, County and State aforesaid, was established December 13th, 1881, since which date THE SENTINEL has been regularly issued in said County, and that the printed notice or publication attached hereto is exactly the same as was printed and published in the regular editions and issues of THE SENTINEL on the following day(s) May 30, June 06, 13, 2007 COPY OF NOTICE OF PUBLICATION UIAn.wmg Estate of ETHEL J. PETERSON,late of 1520 Seltzer Court, Borough of Mechanlcsburg, Cumberfand County, PA 17050 (died Aprl114, lOOn. executrix: Karen J. March, 1520 Seltzer Court, Mechanlcsburg, ' PA 17050. Attomey: Yolfe & Yoffe. P.C., 214 Senate , Avenue, Suite 404, Camp Hill, PA 17011. ' All persons having claims against the estate shall make . them known to said Executrix or said attorney and all persons indebted to the decedent,shall make payment to her without delay. Affiant further deposes that hel she is not interested in the subject matter of the aforesaid notice or advertisement, and that all allegations in the foregoing statement as to time, place and character of :r;~~w- --.. _....Illl.I...a-~'.._"-'._.......-...--.__~._~~. t Sworn to and subscribed before me this 13th, day of Tune, 2007. ~~X~/ Notary Pu Ie My commission expires: q I' 1d6 COMMONWEALTH OF PENNSYLVANIA NotarIal Seal Christina L. Wdfe. Notary Public Carlisle Boro, Cumbeftalld Coonty My Commission ExpIres Sept 1. 2008 Member. Pennsylvania Association Of Notaries PROOF OF PUBLICATION OF NOTICE IN CUMBERLAND LAW JOURNAL (Under Act No. 587, approved May 16, 1929), P. L.1784 COMMONWEALTH OF PENNSYLVANIA 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 Cwnberland 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: June 1, June 8 and June 15, 2007 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. Petenoll, BtIael .J., dee'd. Late of 1520 Seltzer Court. Bor- ough of M.....hanirAhUJ'l. Exeeutrix: Karen J. March, 1520 Seltzer Court, Mechanlcsburg. PA 17050. Attorneys: Yoffe ~ YotTe, P.C., 214 Senate Avenue. Suite 404. Camp Hill. PA 17011. ~z~ Li Marie Coyne, . or SWORN TO AND SUBSCRIBED before me this 15 day of June. 2007 C1<~A// dfig~ Notary NO'NW. IIAL _t1R~1 A COWNI NotaIy N* CMlalIOIO, 0111111' MilD COUNIY .., Conll\lIIIIo.. ....11/1I2., 2010