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HomeMy WebLinkAbout01-22-08 b - \635'6,00 b - ~\~5'~. \~ INRE: IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY ORPHAN'S COURT DNISION ESTATE OF PHILIP K. HENSEL ESTATE NO. 21-06-0917 NOTICE THE FIRST AND FINAL ACCOUNT FOR THE EST A TE OF PHILIP K. HENSEL WAS FILED WITH THE CUMBERLAND COUNTY REGISTER OF WILLS ON JANUARY 22, 2008. THE ACCOUNT WILL BE PRESENTED TO THE ORPHAN'S COURT FOR AUDIT ON MARCH 4, 2008 AT 9:30 A.M. IN THE CLERK OF THE ORPHAN'S COURT, CUMBERLAND COUNTY COURTHOUSE, 1 COURTHOUSE SQUARE, CARLISLE, PENNSYLVANIA 17013 AT 9:30 A.M. ANY OBJECTIONS TO THIS ACCOUNTING MUST BE MADE BY MARCH 4, 2008 AT 9:30 A.M. AND SHALL BE FILED WITH THE CLERK OF THE ORPHAN'S COURT, CUMBERLAND COUNTY COURTHOUSE, 1 COURTHOUSE SQUARE, CARLISLE, PENNSYLVANIA 17013. t-'...,,} ;.~~ 2::.; .- '-- "":l:.. f\..) r\,) I '. , '" ::--.t: l"\) (Jl INRE: ESTATE OF PHILIP K. HENSEL IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY ORPHAN'S COURT DIVISION ESTATE NO. 21-06-0917 CERTIFICATE OF SERVICE I hereby certify that on the date set forth below, a true and correct copy of the First and Final Account of Cherie McLaughlin served on the following via Certified First Class Mail, postage prepaid: Phillip & Cohen Associates, Ltd. Howard A. Enders 258 Chapman Road, Suite 205 Newark, DE 19702 DCM Services, LLC 4150 Olson Memorial Highway, Suite 200 Minneapolis, MN 55422-4811 FIA Card Services Estate Department PO Box 15409 Wilmington, DE 19885-5409 Cherie H. McLaughlin 1 Winding Way Cape May Courthouse, NJ 08210 Dated: and FIA Card Services DE5-03-02-02 1000 Samoset Drive Wilmington, DE 19884 II /L~-ld~ Reager & Adler, PC Susan H. Confair, Esquire Sup Ct. LD. # 70241 2331 Market Street Camp Hill, PA 17011 (717) 763-1383 - phone (717) 909-4939 - fax IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, P A ORPHAN'S COURT DNISION FILE NO. 0917 of 2006 FIRST AND FINAL ACCOUNT OF CHERIE H. MCLAUGHLIN, EXECUTRIX FOR ESTATE OF PHILIP K. HENSEL, DECEASED LATE OF THE BOROUGH OF NEW CUMBERLAND Date of Death: October 12, 2006 Letters Granted: October 18, 2006 First Complete Advertisement of Grant of Letters: November 13, 2006 Accounting: October 12,2006- Present Purposes of Account: The Executor offers this Account to acquaint interested parties with the transactions that have occurred during its administration of the estate. It is important that the Account be carefully examined. Requests for Additional Information or Questions or Objections can be discussed with: i!J~ , ./ Reager & Adler, PC Susan H. Confair, Esquire 2331 Market Street Camp Hill, PA 17011 Phone (717)-763-1383 Fax (717) - 909-4939 ~L~ {'A~ I 'E~ Cherie H. McLaugh In, Executnx Assets Principal: Income Total: TOTAL ASSETS: Liabilities Expenses of Administration: Debts: Total: TOTAL LIABILITIES: FIRST AND FINAL ACCOUNT ESTATE OF PHILIP K. HENSEL 000: OCTOBER 12, 2006 RECAPITULATION $ 41,221.59 231.60 $ 41,453.19 $41,453.19 $ 24,471.18 21,947.50 $ 46,418.68 =-$46,418.68 DEFICIT - 4,965.49 2 10/12/06 10/12/06 PRINCIPAL: FIRST AND FINAL ACCOUNT ESTATE OF PHILIP K. HENSEL 000: OCTOBER 12, 2006 PRINCIPAL PNC Bank Account (CD/Money Market) PNC Bank Account (Checking) Total Personal Property: 3 $ 39,158.09 2.063.50 $ 41,221.59 $ 41,221.59 FIRST AND FINAL ACCOUNT ESTATE OF PHILIP K. HENSEL 000: OCTOBER 12, 2006 INCOME 12/12/06 Refund from Comcast $ 35.32 01/27107 Refund Storage Unit Deposit 30.00 04/24/07 Phone Tax Refund 30.00 05/08/07 lOT Refund .13 OS/27/07 Cape Savings Interest (Estate Account) 89.94 05/31/07 PNC Interest 46.21 Total: $ 231.60 TOTAL INCOME: $ 231.60 4 10/18/06 10/20/06 1 0/1 7/06 11/3/06 11/15/06 11/9/06- 5/8/07 11/27/06 01/12/07 02/15/07 02/16/07 02/28/07 04/04/07 05/03/07 3/19/07 OS/27/07 1/7/07 10/16/06- 1/16/08 1/16/08 FIRST AND FINAL ACCOUNT ESTATE OF PHILIP K. HENSEL 000: OCTOBER 12, 2006 EXPENSES OF ADMINISTRATION Cumberland Law Journal Courier Service to Cumberland County courthouse Cherie H. McLaughlin (expenses for 10/17/06) Myers Harner Funeral Home The Sentinel $ 75.00 $ 30.00 $2,462.92 $9,021.00 $ 122.51 John Murphy - Accounting, Transportation & Misc. Services $3,270.00 Cherie H. McLaughlin (expenses for October) $1,207.49 Cherie H. McLaughlin (expenses for November) $1,204.21 Cherie H. McLaughlin (expenses for Dec. & January) $ 507.98 Cherie H. McLaughlin (correction for addition mistake)$ 332.61 Cherie H. McLaughlin (expenses for February) $ 285.96 Cherie H. McLaughlin (expenses for March) $ 593.39 Cherie H. McLaughlin (expenses for April) $ 404.39 Schad & Schad, CPA $100.00 Cherie H. McLaughlin (expenses for May) $1,775.02 Cherie H. McLaughlin (expenses to date) $ 136.69 Reager & Adler, PC Register of Wills, Agent (filing fees account) Total TOT AL EXPENSES: 5 $ 2,812.01 $ 130.00 $24,471.18 $24,471.18 10/20/06 10/20/06 10/20/06 10/20/06 10/31/06 11/05/06 11/17/06 11/24/06 12/12/06 12/15/06 02/15/07 04/17/07 10/12/06 10/12/06 10/12/06 10/12/06 10/12/06 . FIRST AND FINAL ACCOUNT ESTATE OF PHILIP K. HENSEL 000: OCTOBER 12, 2006 DEBTS OF DECEDENT PAID UNPAID lOT America (telephone) PP & L Electric Utilities (electric) Com cast (TV) Apria Healthcare (Oxygen, etc) Apria Healthcare (final bill) PP & L Electric Utilities (final bill) West Shore EMS (Ambulance) Pinnacle Health Hospitals (Med. Care) lOT America (final phone bill) The Patriot News (final bill) 545 Brandt Associates (repair/clean apartment The Foot Care Center JP Morgan Chase (Phillip & Cohen Associates, Ltd) (Account 5466264000005841) Citi Aadvantage Card (Citibank South Oakota)(OCM Services, LLC) (Account 4128004102506004) Bank of America (FIA Card Services) (Account 4356023200804015 now 4888934014678733) Bankcard Services (FIA Card Services) (Account 4313084837465879) Interval International (Bank of America) (FIA Card Services) (Account 4264287062097601) $ 58.55 $ 52.52 $ 64.35 $ 82.58 $ 40.08 $ 60.14 $ 712.06 $ 32.84 $ 13.56 $ 3.20 $1,684.22 $ 19.91 $1,218.22 $4,987.21 $4,078.56 $4,867.28 $3,972.22 Total: $ 2.824.01 $19.123.49 $21,947.50 TOTAL DEBTS: 6 INRE: IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY ORPHAN'S COURT DIVISION ESTATE OF PHILIP K. HENSEL ESTATE NO. 21-06-0917 VERIFICATION Cherie H. McLaughlin, Executrix of the Estate of Philip K. Hensel, Deceased, hereby declares under oath 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 transaction occurring during the accounting period; that all known claims against the Estate have been paid, except claims of creditors as listed as unpaid, in full; that, to her knowledge, there are no claims outstanding against the Estate; that all taxes presently due from the Estate have been paid; and that the grant of Letters Testamentary and the first complete advertisement thereof occurred more than four months before the filing of the foregoing First and Final Account. This statement is made subject to penalties of 18 Pa. C.S.A. Section 4904 relating to unsworn falsification to authorities. ~ U(Y1~ 1~~~ CHERIE H. MCLAU HUN, Executnx Dated: \ 0-1 () ~ 7 INRE: IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY ORPHAN'S COURT DNISION ESTATE OF PHILIP K. HENSEL ESTATE NO. 21-06-0917 ORDER AND NOW, this day of , 2008, it is hereby ordered that Phillip & Cohen Associates, LTD; DCM Services, LLC; and FIA Card Services be and hereby awarded the following: Balance of Estate for distribution among creditors:.............................. $13,358.00 1. Phillip & Cohen Associates, L TD IP Morgan Chase account # 5466264000005841 $ 850.97 2. DCM Services, LLC Citibank (South Dakota) (Citi Advantage) account #4128004102506004 $3,483.62 3. FIA Card Services: Bank of America account #4888934014678733 Aka 4356023200804015 Bank of America account #4313084837465879 Bank of America account #4264287062097601 $2,848.92 $3,399.85 $2,774.64 Total Distributions:. ....... .. ... . ............... .. ... .... ...... ..... . ...... ... ... ..... . .$13,358.00 J. DECEDENT'S ESTATE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYL VANIA ORPHANS' COURT DIVISION -\ I i<....) ;0 :: ....... ESTATE OF PHILIP K. HENSEL , DECEASED. ::.::.\ ," ....., No. 21-06-0917 r".) L. 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 adjudication. INCLUDE ATTACHMENTS AT THE BACK OF THIS FORM. Name of Counsel: Susan H. Confair, Esquire Supreme Court LD. No.: 70241 Name of Law Firm: Reager & Adler, PC Address: 2331 Market Street, Camp Hill, PA 17011 Telephone: (717) 763-1383 Fax: (717) 730-7366 Form DC-01 rev. 10.13.06 Page 1 of 10 Estate of PHILIP K. HENSEL , Deceased 1. Name(s) and addressees) ofPetitioner(s): Name: Cherie H. McLaughlin Address: 1 Winding Way Cape May Courthouse, NJ 08210 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? . . . . . . . . . . . . . . . . . . . .. 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 October 12, 2006 IZI Letters Testamentary or OLetters of Administration were granted to Petitioner(s) on October 18. 2006 Date of Will (if applicable): May 14, 1999 Date(s) ofCodici1(s) (ifapplicable): Date of probate (if different from date Letters granted): October 18, 2006 Was a bond required? DYes IZl 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: Cumberland Law Journal, 11/3/06, 11/10/06 and 11/17/06; The Sentinel, 10/30/06, 11/6/06 and 11/13/06 Form OC-01 rev. 10.13.06 Page 2 of 10 Estate of PHILIP K. HENSEL , Deceased 3. Was decedent survived by a spouse? . . . . . . . . . . . . . . . . . . . . . . . . . . . .. DYes IZ'J 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~. 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. DiddecedentmarryafterexecutionofWillorCodicil(s)?.......... DYes fZ] 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. 9 1412, was a request for a statement of claim sent to the Department of Public Welfare? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . IZ!Yes D No Form DC-OI rev. 10.13.06 Page 3 of 10 Estate of PHILIP K. HENSEL , 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 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 Relationshiv and Comments, if any Interest Cherie H. McLaughlin 1 Winding Way Cape May Courthouse, NJ 08210 daughter rest, residue & remainder Form OC-OJ rev. 10.13.06 Page 4 of 10 Estate of PHILIP K. HENSEL , Deceased Name and Address of Each Party in Interest Relationship and Comments, if any Interest B. Identify each party who is not sui juris (e.g., minors or incapacitated persons). For each such party, give date of birth, the name of each Guardian and how each Guardian was appointed. If no Guardian has been appointed, identify the next of kin of such party, giving the name, address and relationship of each. C. State why a Petition for Guardian/Trustee Ad Litem has or has not been filed for this Audit (see Pa. o.c. Rule 12.4). 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. Form aC-OJ rev. /0.13.06 Page 5 of 10 Estate of PHILIP K. HENSEL , 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? Phillip & Cohen Associates, L TD $1,218.22 [ZjVes DVes Howard A. Enders DNo IZ]No 258 Chapman Road, Suite 205 Newark, DE 19702 DCM Services, LLC $4,987.21 IZlVes DVes 4150 Olson Memorial Highway DNo IZ]No Suite 200 Minneapolis, MN 55422-4811 FIA Card Services $4,078.56 (liVes DVes Estate Department $4,867.28 DNo IZ]No PO Box 15409 $3,972.22 Wilmington, DE 19885-5409 DVes DVes DNa DNo If the estate is insolvent, attach a schedule setting forth the order of preference under 20 Pa.C.S. 9 3392 and the proposed payments. Was family exemption allowed? .. . . ..... .. . ..... ... . ..... .. . . .. DVes IZ]No DVes IZlNo 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 PHILIP K. HENSEL , 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 Filed 7/10107 0.00 Insolvent Estate Acceptance 9/11/07 Insolvent Estate 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 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 of the Petitioner(s) as to each question: n/a B. Has notice of the question requiring adjudication been given to the parties identified in Paragraph 9 above? .................. 0 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 DC-OJ rev. JO.13.06 Page 7 ofl 0 Estate of PIDLIP K. HENSEL , Deceased 16. Had the decedent been adjudicated an incapacitated person? . . . . . . . . . . 0 Yes IZI 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. Account still open pending distribution to creditors. B. Has notice of the additional receipts and disbursements been given to the parties identified in Paragraph 9 above? ............. DYes 0 No 18. If a reserve is requested, state amount and purpose. Amount: 800.00 Purpose: Legal fees to Reager & Adler, PC 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 0No If so, attach a copy of the notice. 19. Is the Court being asked to direct the filing of a Schedule of Distribution? IZ]Yes DNo As to real estate only? ........................................ DYes IZ]No Form OC-OJ rev. 10.13.06 Page 8 of 10 Estate of PHILIP K. HENSEL , 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 Phillip & Cohen Associates, L TD $14.75 DCM Services, LLC $60.39 FIA Card Services - 3 accounts total $156.43 B. Principal: Proposed Distributee(s) Amount/Proportion Phillip & Cohen Associates, L TD $836.22 DCM Services, LLC $3,423.23 FIA Card Services - 3 accounts total $8,866.98 Submitted By: (All petitioners must sign. Add additional lines if necessary): N~~~~~=~ Name of Petitioner: Form DC-OJ rev. /0.13.06 Page 9 of 10 Estate of PHILIP K. HENSEL , Deceased Verification of Petitioner (Verification must be by at least one petitioner.) The undersigned hereby verifies * [that he/she she is title Executrix of the above-named name of corporation Estate of Philip K. Hensel and] that the facts set forth in the foregoing Petition for Adjudication I Statement of Proposed Distribution which are within the personal knowledge of the Petitioner are true, and as to facts based on the information of others, the Petitioner, after diligent inquiry, believes them to be true; and that any false statements herein are made subject to the penalties of 18 Pa. C.S. S 4904 (relating to unsworn falsification to authorities). ~.rt~ Signature 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. i.~ Signatur~f Counsel for Petitioner Form OC-Ol rev. 10.13.06 Page 10 of 10 EXHIBIT A INRE: IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY ORPHAN'S COURT DNISION ESTATE OF PHILIP K. HENSEL ESTATE NO. 21-06-0917 Schedule Petition for Adjudication/Statement of Proposed Distribution Pursuant to Pa. O.c. Rule 6.9 Section 2 Advertisement CUMBERLAND LAW JOURNAL 32 SOUTH BEDFORD STREET CARLISLE, P A 17013 1 \ ; d; U' ! . ;J\."n. ....:J L --------------_.~-------- November 11,2006 Cumberland Law Jommu is published every Friday by the Cumberland County Bar Association and is designated by the Court of Common Pleas as the official legal publication for Cumberland County and the legal newspaper for publication of legal notices. TO: David W. Reager, ESQUIRE Philip K. Hensel aka Philip K. Hensel, MD, ESTATE RE: Legal advertisements must be received by Friday Noon. All legal advertising must be paid in advance. Make all checks payable to: Cumberland Law Journal. -.------------------------------------------------------------ -.--------------------------------------------------- . Advertisement inserted on following dates: November 3,10, 17, 2006 Second Proof Request 75.00 $ 0.00 $ 0.00 $ 75.00 ------------- Advertising Cost Proof of Publication Payment received Total Amount Due $ 00.00 --------- ------- Becky H. Morgenthal, Executive Director PROOF OF PUBLICATION OF NOTICE IN CUMBERLAND LAW JOURNAL (Under Act No. 587, approved May 16, 1929), P. L.1784 COMMONWEALTH OF PENNSYLVANIA 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 la\\" 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: November 3, November 10, and November 17, 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. Hensel. Philip K. a/k/a Philip K. Hensel. MD, dec'd. Late of New Cumberland. Executrix: Cherie McLaughlin c/o David W. Reager, Esquire, Reager & Adler, P.C., 2331 Mar- ket Street, Camp Hill, PA 17011, (717) 763-1383. Attorneys: David W. Reager. Es- quire. Reager & Adler. P.C., 2331 Market Street, Camp Hill. PA 17011, (717) 763-1383. SWORN TO AND SUBSCRIBED before me this 17 day of November. 2006 NOTARIAL SEAL LOIS E. SNYDER, Notary Public Carlisle Boro, Cumberland County My Commission Expires March 5, 2009 . ~ ... '" .~ ..... PROOF OF PUBLICATION State of Pennsylvania, County of Cumberland Tammv Shoemaker, Classified Advertising Manager, of The Sentinel, of the County and State aforesaid, being duly sworn, deposes and says that TIlE SENTINEL, a newspaper of general circulation in the Borough of Carlisle, County and State aforesaid, was established December 13th, 1881, since which date TIlE 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 TIlE SENTINEL on the following day(s) October 30, November 06, 13,2006 COpy OF NOTICE OF PUBLICATION 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 J;;:iJZ~ ..( l ESTATE NOTICE' : , .' 'J Letters Testamentary for theEsiatedfPHILi~,~,' , \ I HENSE,L, alkJa PH ~[lt',\'/j~died. f October 12; 2006; I , . " ,CumR~rlar],~"g!iuh .lit.,w, "1 - 'Cherie MclaLighnn," . ,xecu ' Oct '._. _." 'f - . , ' t~h:~~~~e~~~ti~~~:~~~tJtit'f ~, ". .ESquir~~-," '.;:~;; (P.C. '" '"" ~~g~~' . "C",' '.~.;.~. ',':' ;/;,~~;;:~::,i :\~::,",/, ' . ... - . . "'l ~',!. :~;s{ ':" .~;?~\,:'jJ,.;-':~.-."j:..,~; , , . '-. '.\,. +.- _~.:<'~~_.; ';;X'.__~,:',_ ':c;~::,~~::;{;2~.'J- .~ .'~":":'~:/_:'-lv ..c>~'. ~-.. __~~""!'! __ . _ Sworn to and subscribed before me this 15th. day of November 2006. ~ 'rR.~ Notary Pu 'c My commission expires: q \1\D8 COMMONWEALTH OF PENNSYLVANIA Notarial Seal Christina L Wolfe, Notary Public Carlisle Boro, Cumberland County My Commission Expires Sept. 1, 2008 Member. Pennsylvania Association Of Notaries INRE: IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY ORPHAN'S COURT DIVISION ESTATE OF PHILIP K. HENSEL ESTATE NO. 21-06-0917 Schedule Petition for Adjudication/Statement of Proposed Distribution Pursuant to Pa. O.C. Rule 6.9 Section 10 Proposed Distribution INRE: IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY ORPHAN'S COURT DNISION ESTATE OF PHILIP K. HENSEL ESTATE NO. 21-06-0917 Schedule Petition for Adjudication/Statement of Proposed Distribution Pursuant to Pa. O.C. Rule 6.9 Section 10 Balance of Estate for distribution among creditors:.................. $13,358.00 1. Phillip & Cohen Associates, L TD IP Morgan Chase account # 5466264000005841 $ 850.97 2. DCM Services, LLC Citibank (South Dakota) (Citi Advantage) account #4128004102506004 $3,483.62 3. FIA Card Services: Bank of America account #4888934014678733 Aka 4356023200804015 Bank of America account #4313084837465879 Bank of America account #4264287062097601 $2,848.92 $3,399.85 $2,774.64 Total Distributions:.............................................................. .$13,358.00 INRE: IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY ORPHAN'S COURT DIVISION ESTATE OF PHILIP K. HENSEL ESTATE NO. 21-06-0917 Schedule Petition for Adjudication/Statement of Proposed Distribution Pursuant to Pa. D.C. Rule 6.9 Section 12 Notice of Inheritance Tax Appraisement, Allowance or Disallowance of Deductions and Assessment of Tax PA l70ll :-I'-~ r-;r . COMMONWEALTH OF PENNSYLVA~~A'JlI(n"\ "_i~ 1'-;, I'lQ DEPARTMENT OF REVENUE . ;:.".L, . , , ~;: . .^~. NOTICE OF INHERITANCE TAX ..; APPRAISEMENT, ALLOWANCE OR DISALLOW-MCE SEP 1 3 ?nn7 OF DEDUCTIONS AN~MENT OF r~* ..... .. LU.<1~ e\ II jl,! fT " " . I ,-"-~y.1~~4 7 EX AFP L; L.~ ~~-~~"i ~~j t,,~J L~./ - ~ "'... "0-9-11-2 001. ..." . . ,_ HENSEL 10-12-2006 21 06 - 0917 CUMBERLAND 101 APPEAL DATE: 11-10-2007 ( See reverse side under Objections) Amount Remittedl MAKE CHECK PAYABLE AND REMIT REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA~ 17013 BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION PO BOX 2B0601 HARRISBURG PA 17128-0601 (D6-05) DAVID W REAGER REAGER & ADLER 2331 MARKET ST CAMP HILL ESQ DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY ACN PHILLIP K I PAYMENT TO: CUT ALONG THIS LINE -+ RETAIN LOWER PORTION FOR YOUR RECORDS +0- REV: 1S47 - EX - AFP - (03: osj - N,PTICE- OF - INHERITANCE - TAX-APPRAisEMENT: - ALLoWANCE - OR - - - - - - - - - - - - - -- DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF HENSEL PHILLIP K FILE NO. 21 06-0917 ACN 101 DATE 09-ll-2007 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) (1) 2. Stocks and Bonds (Schedule B) (2) 3. Closely Held Stock/Partnership Interest (Schedule C) (3) 4. Mortgages/Notes Receivable (Schedule. D) (4) 5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 6. Jointly Owned Property (Schedule F) (6) 7. Transfers (Schedule G) (7) .00 .00 .00 .00 41,423.19 .00 .00 NOTE: To insure proper credit to your account. submit the upper portion of this form with your tax payment. B. Total Assets (B) 41,423.19 APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) 10. Debts/Mortgage Liabilities/Liens (Schedule I) (9) ClO) 21,184.46 Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) 21,947.50 (11) Cl2) Cl3) 11. 12. 13. 14. Total Deductions Net Value of Tax Return Net Value of Estate Subject to Tax Cl4) 43.131.96 1,708.77- .00 1,708.77- NOTE: Ifanasses~m,en1:""~~:ts~,u~d previously, lines 1,4, 15 and/or 16, 17, 18 and 19 will reflect figures that include the total of ALL returns assessed - to dcibi':---'- ASSESSMENT OF TAX: 15. Amount of Line 14 at Spousal rate (IS) 16. Amount of Line 14 taxable at Lineal/Class A rate (16) 17. Amount of Line 14 at Sibling rate (17) lB. Amount of Line 14 taxable at Collateral/Class B rate (lB) 19. Principal Tax Due TAX CREDITS' .00 X 00 .00 .00 X 045 = .00 .00 X 12 .00 .00 X 15 .00 Cl9)= .00 PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID DATE NUMBER INTEREST/PEN PAID (-) TOTAL TAX CREDIT .00 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 ^ OC'I:'IIt.ln ~E:'I:' DI:'\II:'D~C' ~TnC' nl:' TUT~ I:'nDM enD TN~TDII(""TTnl\l~ "'I