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Home My WebLink About05-15-08 'j) ,233<:(' '?>. 3>(, () '1, I ~DI.19 IN RE: ESTATE OF Hilda S. Dysert, aka Hilda A. Dysert DECEASED IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA ORPHANS' COURT DIVISION NO. 21-06-0809 FIRST AND FINAL ACCOUNT OF JANICE S. HIPPENSTEEL, RONALD E. SHUGHART, MARTHA LANDIS and ANN E. MOUNTZ, CO-EXECUTORS OF THE ESTATE OF HILDA S. DYSERT, Deceased LATE OF CARLISLE BOROUGH, CUMBERLAND COUNTY, PENNSYLVANIA Date of death: Letters Granted: Advertisement of Letters: The Sentinel: Cumbo L.J.: ACCOUNT STATED AS FINAL September 8, 2006 September 15, 2006 October 2, 9, 16,2006 October 6, 13, 20, 2006 Purpose of Account: The above named Executors ofter this account to inform interested parties of the transactions that have occurred during this administration. It is important that the Account be carefully examined. Requests for additional information or questions or objections can be discussed with: Taylor P. Andrews, Esq. 78 W. Pomfret St., Carlisle, Pa. 17013. Phone 717-243-0123 PRINCIPAL Receipts Less Disbursements Plus/(minus) gains/(Iosses) on exchanges Balance Before Distributions Distributions to Beneficiaries Principal Balance Remaining SUMMARY & INDEX Paqe No. 2 3 4 /"0.,) (") = So = CD ~j~ ::3: :t> -< CJ1 $874,510.65 -'00 ($195,929.26) 0., -0 C ::z: $11,251.95 ::'D - --j $689,833.34 .. $0.00 U'l $689,833.34 $51,414.73 ($17,864.71) $33,550.02 $0.00 $33,550.02 $723,383.36 $723,383.36 4 INCOME Receipts Less Disbursements Balance Before Distributions Distributions to Beneficiaries Income Balance Remaining 5 6 6 COMBINED BALANCE REMAINING Composition of Estate 6 Page 1 5/9/2008 PRINCIPAL RECEIPTS Amount sales price 10/29/07 $175,000.00 tax proration $994.55 settlement expenses ($10,518.86) $165,475.69 sales price 1/31/07 $162,000.00 tax proration $586.99 settlement expenses ($11,340.00) $151,246.99 sales price 12/21/06 $190,000.00 tax proration $900.15 settlement expenses ($18,059.96) $172,840.19 sales price 10/30/07 $138,000.00 tax proration $1,209.84 settlement expenses ($9,655.12) $129,554.72 REAL ESTATE: 58 E. Louther St., Carlisle, PA, with 16 parking spaces [Lots 1 & 2] 267 S. West St., Carlisle, PA 235-239 S. Pitt St., Carlisle, PA 909 Cavalry Rd., Carlisle, PA PERSONAL PROPERTY Tangible personalty sold at public sale total sales less sale expenses Cash in house 1880 Shares of Tyco @ 26.25 Van Kampen Account 950.111 shares @ 9.03 M& T Bank Savings account M& T Bank Checking account Wachovia Bank account CD's in Citigroup Account CD in Sovereign Bank Cash and accrued interest in Citigroup Account Comcast refund AARP refund Erie Insurance refund Embarq refund Federal income tax refund for 2006 Funds deposited on 12/6/06 Receivable - expected income tax refund Receivable - expected inheritance tax refund as per sustained protest Total Page 2 $16,887.50 ($5,066.25) $11,821.25 $119.00 $49,350.00 $8,579.50 $931.03 $6,236.15 $6,626.89 $135,333.81 $20,871.50 $3,001.34 $1.22 $476.72 $470.00 $31 . 12 $1,544.53 $2,693.00 $1,705.00 $5,601.00 $874,510.65 PRINCIPAL DISBURSEMENTS 15-Sep-06 991 Andrews & Johnson $600.00 25-Sep-06 992 MCI $3.39 26-Sep-06 993 Dickinson Food Service $267.52 26-Sep-06 994 Embarq $31 . 19 26-Sep-06 995 North Middleton Authority $159.80 26-Sep-06 997 West Shore EMS $103.00 26-Sep-06 996 PPL $12.25 28-Sep-06 1000 Ewing Bros $842.35 3-0ct-06 1003 Steve Barrett - appraisals $1,600.00 4-0ct-06 1004 Embarq $33.37 5-0ct-06 1005 Sentinel $238.67 6-Nov-06 1011 Cumb LJ $75.00 6-Nov-06 1012 Embarq $31 .12 7 -Dec-06 1017 Embarq $31 . 12 7 -Dec-06 ser fee refund ($5.00) 4-Jan-07 1028 Embarq $10.90 1-Feb-07 1035 Levi Mountz - labor $50.00 2-Feb-07 1037 Andrews & Johnson $4,480.00 5-Feb-07 1038 Sara Franing - security dep $450.00 8-Feb-07 1039 Effie Ewing - securit dep $425.00 28-Feb-07 SC service cllarge $18.00 2-Mar-07 1048 Erie Insurance $627.00 14-Apr-07 1061 Robin Sollenberger, tax collector $434.12 16-Apr-07 1062 Erie Insurance $321.00 16-Apr-07 1064 Carlisle Borough $18.86 16-Apr-07 1065 Carlisle aorough Tax $539.12 19-May-07 1075 Carlisle Memorial Service $215.00 1074 U.S. Postal Service $24.60 1-Jun-07 1082 Andrews & Johnson $3,632.96 5-Jun-07 1078 Register of Wills, Agent Inherit. Tx $123,968.25 1079 Register ~f Wills filing fee for Tx Rtn $15.00 1083 Register f Wills, add'l probate $150.00 Bank Ch rge $18.00 8-Aug-07 1096 Robin S lien berger, tax collector $1,695.64 1097 John B. 'Neill, tax collector $1,338.88 27 -Aug-07 1101 Brehm-L bo Engineering $1,171.60 1-Sep-07 1102 Carlisle orough - subdiv fees $365.00 1103 Cumberl nd Co Planning Committee $120.00 1-0ct-07 1109 Brehm-L bo Engineering $2,199.20 5-0ct-07 1110 Carlisle orough subdiv. Expenses $123.75 18-0ct-07 1113 Recorde of Deeds - rec of subdiv pin $10.00 5-Nov-07 1117 Andrews & Johnson $1,886.00 12-Nov-07 1119 Brehm-L bo Engineering $562.10 6-Dec-07 1120 Andrews & Johnson $577.50 17-Dec-07 1125 Brehm-L bo Engineering $310.70 7-Feb-08 1126 Andrew & Johnson $105.00 3-May-08 1127 Andrew & Johnson $2,292.30 Reserve for payment of executors' fees $32,750.00 Reserve for payment of attorney fees $10,000.00 Reserve f r preparation of final income taxes $1,000.00 $195,929.26 Page 3 Date Asset Van Kampen Account Tyco Stock no e below Sale Price Cost Basis $8,995.52 $8,579.50 $60,185.93 $49,350.00 Total Gains/(Losses): note: Tyco reorganized and the Tyco stock was divided between stock in each of the following companies: Tyco Inti TO; Tyco Electronics L TO; & Covidien L TO. It was the exchanged shares in the excha ed companies that were sold. ISTRIBUTIONS OF PRINCIPAL None Page 4 Gain/(Loss) $416.02 $10,835.93 $11,251.95 $0.00 INCOME RECEIPTS Rents: 4-0ct-06 i 6-Nov-06 I 27 -Dec-06 Rent refund to C~arles Miller 27 -Dec-06 Additional refundf to Charles Miller 28-Dec-06 I 16-Jan-07 : 8-Feb-07 8-Feb-07 27 -Feb-07 12-Mar-07 I 23-Mar-07 Refund from Cavialry Rd settlment 23-Mar-07 i 16-Apr-07 27-Apr-07 28-Apr-07 15-May-07 15-May-07 26-May-07 16-Jun-07 8-Jul-07 i I I Rent I Rent t spaces Rent spaces Rent ~ spaces Rent I Rent t- spaces Rent ~ spaces Rent I Rent ~ spaces Rent ~ spaces Rent i Rent r spaces 10-0ct-07 Rent Rent spaces 26-0ct-07 Rent L spaces 27 -Oct-07 Payment of spacr rentals to new owner Interest: i Wachovia Money Market Ac4ount: 2007 i 2008 thru March I Wachovia interest from CD'sl purchased by estate: Citigroup Smith Barney CDs i 2006 fr CDs ! 2007 fr CDs i 2007 fr Tyco proteeds 2008 fr CDs 2008 fr Tyco pro eeds Soveriegn Bank I Other interest i Dividends: Tyco: 31-Jul-07 17 -Aug-07 31-Aug-07 14-Sep-07 Total Page 5 $2,720.00 $2,370.00 ($200.00) ($367.91) $2,505.00 $1,495.00 $445.00 $150.00 $125.00 $715.00 $48.00 $155.00 $655.00 $120.00 $150.00 $475.00 $120.00 $202.00 $150.00 $475.00 $150.00 $120.00 $475.00 $60.00 $450.00 $475.00 $170.00 $475.00 $150.00 $30.00 ($265.92) $7,932.01 $5,111.38 $5,212.25 $2,716.47 $9,237.69 $2,045.78 $1,959.10 $708.93 $821.10 $121.86 $752.00 $14,796.17 $36,618.56 $51,414.73 , l~COME DISBURSEMENTS Rental property expenses: PP&L Maintence/repairs/fixing up i Gas/heating oil . Water & sewer $1,290.89 $6,665.70 $5,918.44 $1,234.88 I I I Income Taxes and related expenses: Ii Federal income taxes I, State income taxes I Wagners Tax Service i US Post office I $1,705.00 $663.00 $350.00 $36.80 Total $15,109.91 $2,754.80 $17,864.71 INCOME ISTRIBUTIONS TO BENEFICIARIES None $0.00 CO POSITION OF THE ESTATE Wachovia Bank checking acc unt Wachovia Bank Money Marke account Smith Barney Account Receivable - expected incom tax refund Receivable - expected inherit nce tax refund Less reserves Total Page 6 $1,235.33 $521,710.39 $236,881.64 $1,705.00 $5,601.00 ($43,750.00) $723,383.36 7//~ ~ ~ Martha E. Landis d~7-> ~A\;--'0,; ~_o J~ice S. Hippensteel ~ c::~iu7i( "Ron E. Shughart i i COMMONWEALTH OF PENNStfLVANIA i COUNTY OF CUMBERLAND [ i Martha E. Landis, Ja~i ice S. Hippensteel, Ronald E. Shughart, and Ann E. Mountz, being duly sworn according to la ,depose and say that the Account as stated is true and correct, and that the Grant of Letters an the first complete advertisement thereof occurred more than four (4) months before the filing f the Account. I I Swor~and subscribed to before e this .:.t- day of , 2008 COMMONWEAL lH OF PENNSYLVAN A NOTARIAL SEAL SH~LL Y SEXTON, Notary Public Carlisle ~~, Cumberland County \ M Commission Expires ril 26, 2011 Page 1 5/9/2008 ,DECEAsm So :.~~O ~.':~~ CJO C') 0 -i, :::)S~5 ~~;; ~ DECEDENT'S ESTATE COURT OF COMMON PLEAS OF UMBERLAND COUNTY, PENNSYLVANIA ORPHANS' COURT DIVISION ESTATE OF HILDA S. DYSERT No. 21-06-0809 P TITION FOR ADJUDICATION / STATE ENT OF PROPOSED DISTRIBUTION URSUANT TO Pa. O.c. Rule 6.9 r--.:> = <::::> (;::0 =ut :l;> -< U1 -0 :-.11: - .. U1 \ This form may be used in all c~es involving the Audit of the Account of a Decedent's Estate. If space is insufficient, riders m be attached. Attach the spouse's election, if any; the papers required under items 8-19 inclu ive; and any instrument pertinent to the adjudication. \ INCLUDE AT14CHMENTS AT THE BACK OF THIS FORM. Name of Counsel: Taylor P. 1 ndrews, Esq. Supreme Court J.D. No.: 15641 Name of Law Firm: Andrews a d Johnson Address: 78 W. Pomfret St., Carlisle, PA 17013 Telephone: 717243-0123 Fax: 717243-0061 Form OC,Of rev. 10.13.06 Page 1 of 10 r,"1 ,~ c:-) -:n CJ S-J '~:g : "', C"") - .~ ~ r - t " f-1 '-.--:; f:/~t ~:~ ".n Estate of HILDA S. DYSERT , Deceased 1. Name(s) and address(€ s) ofPetitioner(s): Name: Martha E. Landis Janice S. Hippensteel Address: 813 Nesbit Dr. 452 Centerville Rd Carlisle, P A 1701 Newville, P A 17241 Identity any executors )r administrators who have not joined in the Petition for Adjudication and State nent of Proposed Distribution and state reason: See attached sheet for ther 2 Executors who join in this Petition Is this the first accountirg by this fiduciary? . . . . . . . . . . . . . . . . . . . . . fZJ Yes 0 No If not, identify priOl accountings, the accounting periods covered, and the date of adjudication of the rior accounting. 2. Decedent died on Sept€ mber 8, 2006 fZJ Letters Testamentary r DLetters of Administration were granted to Petitioner(s) on Seotember 15.2006 Date of Will (if appl cable): March 30, 1992 Date(s) ofCodicil(s) (if applicable): 01/16/94; 1/1/98; undated Date of probate (if d(rterent from date Letters granted): Was a bond required DYes fZJNo If yes, state amount: Are proofs of adverti ing of the grant of Letters attached? ......... D Yes D No Dates of advertising ( f the grant of Letters: Cumb LJ: 10/6, 13,20/2006 The Sentinel: 10/1), 9, 16/2006 Form OC-OJ rev. 10.13.06 Page 2 of 10 Estate of HILDA S. DYS RT, Deceased Ronald E. Shugh 1875 Reservoir Dr. Carlisle, PA 17013 Ann E. Mountz 30 Appalachian Trail Rd. Gardners, PA 17324 1. Additional names of P itioners: Estate of HILDA S. DYSERT , Deceased 3. Wasdecedentsurvive< by a spouse? ............................. DYes IZJNo If yes, name of the ~urviving spouse: 4. Has the surviving spou e filed to take an elective share? ............. D Yes IZJ No (See Section 2201 e~gz . of the Probate, Estates and Fiduciaries Code) If yes, date of electbn: 5. In the case of an intesta y, state the names of the decedent's surviving children or surviving issue ofdece2sed children (if none, so state): 6. Did decedent marry afte execution of Will or Codicil(s)? ...... . . . .. DYes IZJ No Were any children born t) decedent after execution of Will or Codicil( s)? . . .. ...................................... DYes (ZJ No If yes, give names an I dates of birth: Name: Date of Birth: 7. If required by the Medical Assistance Estate Recovery Act, 62 P .S. ~ 1412, was a requ ~st for a statement of claim sent to the Department of Public 'Velfare? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . (ZJYes D No Form OC-OJ rev. JO.13.06 Page 3 of 10 Estate of HILDA S. )YSERT , Deceased 8. Written notice of the /- udit as required by Pa. a.c. Rules 6.3, 6.7 and 6.8 has been or will be gIVen to all parties in i terest listed in item 9 below, all unpaid creditors and all claimants listed in item 10 belo\',. In addition, notice of any questions requiring Adjudication as discussed in item 14 b low has been or will be given to all persons affected thereby. A. If Notice has b€ en given, attach a copy of the Notice as well as a list of the names and addresses 0 the parties receiving such Notice. B. [fNotice is yet 0 be given, a copy of the Notice as well as a list of the names and addresses ofth€: parties receiving such Notice shall be submitted at the Audit together with a tatement executed by a Petitioner or counsel certifying that such notice has been given. C. Ifany person en itled to Notice is notsuijuris (e.g., minors or incapacitated persons), Notice of the Audit has been or will be given to the appropriate representative 0 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 Attcrney General as required under Pa. a.c. Rule 5.5. In addition, the Attorney Genera's clearance certificate (or proof of service of Notice and a copy of such Notice) rnust be submitted herewith or at the Audit. 9. List all parties (charitabb and non-charitable) of whom Petitioner(s) has/have notice or knowledge, having or cl iming 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' relationship to the decedent and the nature of each party's interest( s): Name and Address of Each Party in Interest RelationshiD and Comments, if any Interest See attached sheet Form OC-OI rev. 10.13.06 Page 4 of 10 Hilda S. Dvsert, aka Hilda A. DYsert -- -- -~T------==l=--=t=:=--=:=-~ 20-7081479 I - 000: September 8, 2006 I -+-- - I ..--\---------- Beneficiaries as ner will: -- ---.-,--.-1----.---- - ----r- -~ ltem#ln M.=.. =t: Estimated ...._-- wID Name: Address: Phone .... or EIN#: Minor Relation Prooertv/share .. value Comment II George B. Faller predeceased lapsed; anijque loveseat & chair, .. lapsed. items pass under III oicture of shio ! III Martha E. Landis 813 NesM Dr., Cartisle, PA 1701 niece 1/4 of tangible personal propertY! 452 centerville Rd, Newville, PA .-,.-..- -- Janice S. Hippensteel niece 1/4 of tangible personal property, 17241 -- "1i4of tangible personal propertY-~ ------ Ann E. Mountz, formerty Ann S. 30 Appalachian Trail Rd., Gardne niece Pall<er PA 17324 _. Ronald E. Shughart 1875 Resevior Dr., Cartisle, PA 1 013 nephew 1/4 of tangible personal property , Martha E. Landis 813 NesbitDr., Cartisle, PA 1701 niece All AMP Stock f Now Tyco stock IV Martha E. Landis 813 NesM Dr., Cartisle, PA 1701 niece each to receive 1/4 of certificatL'- . ---.- V May now be only CD's of deposit & municpal bonds, __ Janice S. Hippensteel 452 Centerville Rd, Newville, PA niece including YolI< Water & Sewer, ~ 17241 .- Cartisle School, Allentown Ann E. Mountz, formerty Ann S. 30 Appalachian Trail Rd.. Gardne niece Hospital--' Pall<er PA 17324 f--. Ronald E. Shughart 1875 Resevior Dr., Cartisle, PA 17 13 nephew VI A. Martha E. Landis 813 Nesbit Dr., Cartisle, PA 17013 niece $50,000 cash bequest $50,000 Janice S. Hippensteel 452 Centerville Rd, Newville, PA niece $50,000 cash bequest $50,000 .-- 17241 - ..-----:-.- -- ~ Ann E. Mountz, formerty Ann S. 30 Appalachian Trail Rd., Gardne (niece $50,000 cash bequest $50,000 Pall<er PA 17324 i Ronald E. Shughart 1875 Resevior Dr., Cartisle, PA 17 13 I nephew $50,000 cash bequest $50,000 VI B. James V. bvsert deceased child of John $1,000 cash bequest laosed ~~--- Revenda Dysert Ermack 770 Welsh Rd., Apt. 705, Hunijng'''n child of John $1,000 cash bequest $1,000 Valley. PA 19006 -., 'Dvsert --$iOOO t---. James E. Landis 133 W. South St., Cartisle, PA 170 3 Qrandneohew $1,000 cash beauest-~- Millard William Landis 1321 Sheffield St., Pittsburgh, PA grandnephew $1,000 cash bequest $1,000 ----- 15233 ---'_. -- John Michael Jacobs 1204 Myerstown Rd., Gardners, P grandson of $1,000 cash bequest $1,000 17324 , John S. Dvsert Susan Ermack Carboni 9315 Walker St., Philadelphia, PA Godchild $1,000 cash bequest $1,000 19114 Sherry Lee Hippensteel, now 428 Oak Flat, Newville, PA 17241 grandniece $1,000 cash bequest $1,000 SherrY HioDensteel Eolev --.- Laura A. Hippensteel, now 493 Centerville Rd., Newville, PA grandniece $1,000 cash bequest i $1,000 Laura HioDensteel Lav 17241 t-. ---- Michael J. Hippensteel 530 Centerville Rd., Newville, PA grandnephew $1,000 cash bequest $1,000 17241 Dominique G. Pall<er, now 705 Treasury Lane, Lebanon, TN grandniece $1,000 cash bequest $1,000 Domlnioue G. Pall<er Lenker 37087 i Adam C. ShlJnhart 1875 Resevior Dr., Cartisle, PA 17 13 , grandnephew $1,000 cash bRauest $1000 -_.~- Tina Shughart, now Tina 934 Gobin St., Cartisle, PA 17013 niece $1,000 cash bequest $1,000 Shuahart Whitsell Jamie Shughart, now Jamie 3019 N. 2nd St., Hamsburg, PA niece $1,000 cash bequest $1,000 Shunhart Fink 17110 VII A, Janice S. Hippensteel 452 Centerville Rd, Newville, PA niece 1/28th of residue =]. 17241 I Ann E. Mountz, formerty Ann S. RD 2, Box 274 E, 30 Appalachian niece 1/28th of residue Pall<er Trail Rd, Gardners PA 17324 · ... ~~1---- --~ Ronald E. ShuQhart 1875 Resevior Dr., Cartisle, PA 17113 nephew 1/28th of residue Tina Shughart, now Tina 934 Gobin St., Cartisle, PA 17013 niece . 1128th of residue Shunhart Whitsell ~-e=- B Tracy Clall< 2 Cloud Ct., Mechanicsburg, PA 1/14th of residue 17050 . -1--_. .-----1---------.-- Paula Clippinger 37 Hamaker Rd., Manheim, PA 17! 5 ,niece 1114th of residue David W. Shughart 225 W. Central., Missoula, MT 59ll( 1 grandnephew 1/14th of residue -~-- C Son of Kenneth Shughart r-- Debra Shughart Beard 6525 Melbourne Wy., Citrus Height, grandnephew 1128th of residue Daughter of Donald Shughart CA 95621 ==t== '- - Son of Donald Shunhart- Donald Shughart, Jr. 402 Main St., Oriskany, NY 13424 grandnephew 1128th of residue 0 Abigail Shughart, now Abigail 8022 Seawood Ct., Indianapolis, IN -t-. grandniece 1/21 of residue Shu"hart Downs 46268 "'.__..- Jennffer Shughart, now Jennffer 3130 Lindsey Court, Bettendorf, IA grandniece 1/21 of residue S. Schmidts 52722 Kaije Shughart, now Katie 5416 Albert Dr., Winter Pall<, FL - grandniece 1/21 of residue ----- ------,-- Shunhart Crane 32792 E Marv ShuQhart Hickman 130 Church Dr., Richbum, SC 2972 randniece 1/14 of residue Daunhter of William L Shunhart Rita Shuohart Soittler 4 Breton Lane Dillsbum, PA 17019 rand niece 1/14 of residue -- DauQhter of William L. Shuohart F Scott Shughart 1862 W. Lisbum Rd.. Cartisle, PA grandnephew 1 rr of residue ~-~ ::-:-- 17013 '- G Martha E. Landis 813 Nesbit Dr., Cartisle, PA 17013 niece lrr of residue Codicil First United Church of Christ 30 N. Pill 51., Cartisle, PA 17013 charity $5 000 cash beauest -'--'- Zelda Barnes 54 E. Louther St., Cartisle, PA 1701 no relation $1,500 cash bequest '---'- i 51912008 Estate of HILDA S. )YSERT , Deceased Relationshio and Comments. if any Name and Address of E ch Party in Interest Interest B. Identify each pa ty who is not sui juris (e.g., minors or incapacitated persons). F or each such p rty, give date of birth, the name of each Guardian and how each Guardian was aI=pointed. Ifno Guardian has been appointed, identify the next of kin of such part\, giving the name, address and relationship of each. None C. State why a PetitIon for Guardian/Trustee Ad Litem has or has not been filed for this Audit (see Pl. o.c. Rule 12.4). D. If distribution is tc 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. Not applicable FormOC-OI rev. 10./3.06 Page 5 of 10 Estate of HILDA S. I YSERT , Deceased 10. Other than the claim fi r the family exemption, list the names of all known claimants and the amount of their cia ms and state whether each claim is admitted. Name and Addr ss of Each Claimant Amount of Claim All submitted clairr s have been paid Claim Admitted? DYes DNo DYes DNo DYes DNo DYes DNo Will Claim Be Paid In Full? DYes DNo DYes DNo DYes DNo DYes DNo If the estate is insolvent, ttach a schedule setting forth the order of preference under 20 Pa.C.S. ~ 3392 and th( proposed payments. 11. Was family exemption cia imed? Was family exemption all )wed? Family exemption c1ai nant's name and relationship: Name: Relationship: Form DC-OI rev. 10.13.06 DYes IZJNo DNo DYes Page 6 of to Estate of HILDA S. DYSERT , Deceased 12. The amount of Pennsylvania Transfer Inheritance Tax and additional Pennsylvania Estate Tax paid, the date(s) 0 payment(s), and the interest(s) upon which paid, are as follows: Date Payment Interest June 4, 2007 123,968.25 entire estate 13. On the date of death, wfls the decedent a fiduciary (personal representativ( , trustee, guardian, agent under power of attorney) or surety 0 the bond ofa fiduciary? . . . . . . . . . . . . . . . . . .. DYes IZI No If yes, provide the n lme of the estate, indicate whether an account has been filed and confirmed absolutel and all awards performed, or, in the alternative, how the decedent's estate wi I be discharged for the decedent's fiduciary administration of the estate. 14. A. Describe in detail an v questions requiring adjudication and state the position of the Petitioner(s) as to ea h question: None B. Has notice of the que tion requiring adjudication been given to the parties identifi( d in Paragraph 9 above? .................. D Yes D No 15. IfPetitioner(s) has/have 1 nowledge that a share has been assigned, renounced, disclaimed or attached, provide a cOI y of the assignment, renunciation, disclaimer or attachment, together with any relevan supporting documentation. FormOC-OI rev. 10.13.06 Page 7 of 10 Estate of HILDA S. YSERT , Deceased 16. Had the decedent been adjudicated an incapacitated person? . . . . . . . . . . DYes fZj No If yes, attach a cop of the Order if available; otherwise state the Court, term, number, date, and name of earing Judge. 17. A. List or attach a sep rate list of additional receipts and disbursements since the closing date of the Account None B. Has notice of the ad itional receipts and disbursements been given to the parties i entified in Paragraph 9 above? ............. DYes fZj No 18. If a reserve is requested, state amount and purpose. Amount: Purpose: See attached heet If a reserve is reques ed for counsel fees, has notice of the amount of fees to be aid from the reserve been given to the parties in interest? . ...................................... fZjYes DNo If so, attach a cop of the notice. 19. Is the Court being asked 0 direct the filing of a Schedule 0 Distribution? DYes fZjNo As to real estate only? ........................................ DYes IZlNo Form DC-O/ rev. /0./3.06 Page 8 of 10 Estate of HILDA S. DYSE T, Deceased 18. If a reserve is requeste , state the amount and purpose. A reserve is requested for he following three purposes: 1) For payment of ecutors' fees in the total amount of$ 32,750.00. 2) For payment offi al attorney fees estimated to be an additional $10,000.00. 3) For payment for t e preparation of final year fiduciary income tax returns with an estimated expens of $1 ,000.00. Notice of all reserves is pr ided in the First and Final Account. Estate of HILDA S. DYS RT, Deceased Wherefore, your P itioners ask that distribution be awarded to the parties entitled and suggest that the distrib tive shares of income and principal (residuary shares being stated in proportions and e timated amounts) are as shown on the attached sheets: Submitted By: 7#~~? ~ Martha E. Landis, Executrix \~0-'-':- '?: ~ l~ ~ .~1j c\ JanIce S. HIppensteel, ecutnx ~------ " --~~ .-~ (~~~- . Ron d E. Shughart, Executor IN RE: ESTATE OF Hilda S. Dysert, aka Hilda A. Dysert DECEASED \ I I I I \ I I I I S1HEDULE OF PROPOSED DISTRIBUTION IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA ORPHANS' COURT DIVISION NO. 21-06-0809 Principal Balance for Distribution Remaining as Per First and Final Accou t: $689,833.34 Distribution of Specific & Pecuniary Beq ests: To Martha E. Landis All AMP Stock [became T co stock] 1/4 of Certificates of depo it 1/4 of tangible personal p perty cash bequest Janice S. Hippensteel ~ 1/4 of Certificates of depo it 1/4 of tangible personal pr perty cash bequest . i Ann E. Mountz 1/4 of Certificates of depo it 1/4 of tangible personal pr perty cash bequest $60,185.93 $39,051.33 $2,955.31 $50,000.00 $152,192.57 $39,051.33 $2,955.31 $50,000.00 $92,006.64 $39,051.33 $2,955.31 $50,000.00 $92,006.64 $39,051.33 $2,955.31 $50,000.00 $92,006.64 $5,000.00 $1,500.00 $1,000.00 $1,000.00 $1,000.00 $1,000.00 $1,000.00 $1,000.00 $1,000.00 $1,000.00 $1,000.00 To To To Ronald E. Shughart " 1/4 of Certificates of depo it 1/4 of tangible personal pr perty cash bequest First United Church of Christ, CarliSle, PA I I I I I I I i I I I I To To Zelda Barnes To Revenda Dysert Ermack To James E. Landis To Millard William Landis To John Michael Jacobs To Susan Ermack Carboni To Sherry Hippensteel Epley To Laura Hippensteel Lay To Michael J. Hippensteel To Dominique G. Parker Lenker Proposed $chedule of Distribution of Principal and Income To Adam C. Shughart $1,000.00 To Tina Shughart Whitsell $1,000.00 To Jamie Shughart Fink $1,000.00 Total of Specific and Pecuniary Beques s: $446,712.49 Value of Residue for calculation of fracti nal shares: $243,120.85 To Janice S. Hippensteel 128 $8,682.89 To Ann E. Mountz 128 $8,682.89 To Ronald E. Shughart 1 $8,682.89 To Tina Shughart Whitsell $8,682.89 To Tracy Clark $17,365.78 To Paula Clippinger $17,365.78 To David W. Shughart $17,365.78 To Debra Shughart Beard $8,682.89 To Donald Shughart, Jr. $8,682.89 To Abigail Shughart Downs $11,577.18 To Jennifer S. Schmidts $11,577.18 To Katie Shughart Crane $11,577.18 To Mary Shughart Hickman $17,365.78 To Rita Shughart Spittler 1/ 4 $17,365.78 To Scott Shughart :1 $34,731.55 To Martha E. Landis $34,731.55 I $243,120.85 Total of Proposed Distribution of PrinciP(': $689,833.34 Proposed Schedule of Distribution of Principal and Income 2 Income Balance for Distribution: $33,550.02 Income to be distributed to recipients of specific bequests: To Martha E. Landis Tyco dividends $752.00 Interest from Tyco proce s $2,754.70 1/4 of interest from Cert 0 dep $3,478.32 $6,985.02 To Janice S. Hippensteel 1/4 of interest from Cert 0 dep $3,478.32 $3,478.32 To Ann E. Mountz 1/4 of interest from Cert 0 dep $3,478.32 $3,478.32 To Ronald E. Shughart 1/4 of interest from Cert 0 dep $3,478.32 $3,478.32 Total of income from Specific Bequests: $17,419.96 Income to be distributed to residual heir : $16,130.06 To Janice S. Hippensteel 1/ 8 $576.07 To Ann E. Mountz $576.07 To Ronald E. Shughart $576.07 To Tina Shughart Whitsell 1/ 8 $576.07 To Tracy Clark 1/ 4 $1,152.15 To Paula Clippinger 1/ 4 $1,152.15 To David W. Shughart 1/ 4 $1,152.15 To Debra Shughart Beard 1/ 8 $576.07 To Donald Shughart, Jr. $576.07 To Abigail Shughart Downs $768.10 To Jennifer S. Schmidts $768.10 To Katie Shughart Crane $768.10 To Mary Shughart Hickman 1/14 $1,152.15 To Rita Shughart Spittler 1/14 $1,152.15 To Scott Shughart 1/ $2,304.29 To Martha E. Landis 1 $2,304.29 Total of Proposed Distribution of residual income $16,130.06 Total of Proposed Distribution of income: $33,550.02 \ Proposed Ischedule of Distribution of Principal and Income I I 3 Estate of HILDA S. DYS Verification of Petitioners The undersigned h reby verify that the facts set forth in the foregoing Petition for Adjudication/Statement 0 Proposed Distribution which are within the personal knowledge of the Petitione s are true, and as to facts based on the information of others, the Petitioners, after dili ent inquiry, believe them to be true; and that any false statements herein are mad subject to the penalties of 18 Pa. C.S. S 4902 (relating to unsworn falsification to aut orities). ~~, ~X~~ Martha E. Landis, Executrix \Ov~ S.~~ .......------\ Janice S. Hippensteel, Ex u rix ..~. ... / // / /'7- C /i._,t<~_6-c... ~-- , Ronald E. Shughart, xecutor Certification of Counsel The undersigned c unsel hereby certifies that the foregoing Petition for Adjudication/Statement of P oposed Distribution is a true and accurate reproduction of the form Petition authorized y the Supreme Court, and that no changes to the form have been made beyond the respo ses herein. ayl . Andrews, Esq. rews & Johnson 78 W. Pomfret St., Carlisle, PA 17013 717243-0123 Supreme Ct #: 15641