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In the Court of Common Pleas of Cumberland County, Pennsylvania
Orphans' Court Division 1) ,l-\C\iDO.33
File No. 21-06-00983 ~ \ I D \ k\' /ct-\ lD .le
Estate of Roseann C VONDRA, Deceased
Late of Township of Upper Allen
First and Final Account
Carolyn Mastro, Executrix
Date of Death:
Date of Incapacity, if any:
Date of Executrix's Appointment:
Date of First Complete Advertisement:
Accounting for the period:
10/17/2006
None
11/07/2006
11/24/2006
10/17/2006
to
05/31/2008
Purpose of Account: Carolyn Mastro, Executrix, offers 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:
EDMUND G. MYERS
Johnson Duffie Stewart & Weidner
301 MARKET STREET
POBOX 109
LEMOYNE, PA 17043
(717) 761-4540
Supreme Court 1.0. No. 20558
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SUMMARY OF ACCOUNT
Estate of Roseann C VONDRA, Deceased
For the period of October 17. 2006 throuQh Mav 31. 2008 Fiduciary
Current Acquisition
PAGES Value Value
Proposed Distributions
to Beneficiaries 40 749,403.33
PRINCIPAL
Receipts: This Account 3 -10 1,014,846.70
Net Gain (or Loss) on Sales 11-14 13,594.36
or Other Dispositions
1,028,441.06
Less Disbursements:
Debts of Decedent 15 - 19 36,213.39
Funeral Expenses 19 13,152.60
Administration Expenses 19 - 21 5,805.30
Federal, State & Local Taxes 21 154,286.91
Commissions 21 27,500.00
Fees 21 25,550.00
Family Exemption 0.00 262,508.20
Balance Before Distributions 765,932.86
Transfer to (from) Principal 0.00
Distributions to Beneficiaries 22 41,714.80
Principal Balance on Hand 23 724,218.06
For Information:
Investments Made 24 - 26
Changes in Holdings 27 - 32
INCOME
Receipts This Account 33 - 37 25,185.27
Net Gain (or Loss) on Sales 0.00
or Other Dispositions 25,185.27
Less Disbursements 0.00
Balance Before Distributions 25,185.27
Transfer to (from) Income 0.00
Distributions to Beneficiaries 0.00
Income Balance on Hand 38 25,185.27
For Information:
Investments Made
Changes in Holdings
COMBINED BALANCE ON HAND 39 749,403.33
- 2 -
Assets Listed in Inventory
(Valued as of Date of Death)
SCHEDULE A
RECEIPTS OF PRINCIPAL
Cash
M& T Bank Certificate of Deposit Account No.
031003916808537
M& T Bank Checking Account No. #87532689
M& T Bank Savings Account No.
015004208557536
Mellon Bank Annuity Payments Received
Newfield National Bank Certificate of Deposit
Account 0000060036
Newfield National Bank - Checking Account
Soverign Bank CD Account #2335251258
Soverign Bank Certificate of Deposit Account
#2335253460
Soverign Bank Savings Account No. 2334025240
Cash
Cash
T. Rowe Price New Income Fund Traditional IRA
Account No. 2189827-5
Federated American Leaders Fund IRA Account
No. 307/5880138118 Custodian for the IRA of
Roseann C. Vondra
Malpezzi Funeral Home - VA Funeral Death
Benefit
Highmark Retirement Life Insurance Policy
Diocese of Harrisburg Savings Account No.
LP01-53250
Knights of Columbus Insurance Policy
Patriot News
AIG Annuity Insurance Company
Reimbursement at Settlement - for City, County
and School taxes paid.
Erie Homeowners Insurance Policy - Refund on
Policy
Erie Insurance Group - Refund on Pers. Policy
- 3 -
Fiduciary
Acquisition
Value
10.246.86
12.792.66
1.006.58
1.652.92
44.256.48
473.28
12.898.96
22.737.22
7.347.10
101.26
75.00
506.07
682.33
100.00
5.000.00
27.702.24
23,404.89
102.15
11.081.57
403.15
170.00
72.00
SCHEDULE A
RECEIPTS OF PRINCIPAL
Continued
M& T Bank Estate Checking Account - Bank
Service Charge Adjustment
Pennsylvania Department of Revenue - Refund
on 2006 State Tax
Total Cash
Personal Property
1998 Buick Century - Sale Price
Jewelry - Value and appraised by Dondero
Diamonds and Fine Jewelry.
Total Personal Property
Stocks I Listed
1.073.0000 shares Albertsons Inc - Com
106.0000 shares Arch Chemicals Inc
192.0000 shares Cisco Systems Inc - Com
1.782.7600 shares Delaware Group Equity Funds 1-
Balanced CL A
3.980.5500 shares Delaware Tax Free Pennsylvania Fund A
Class - Shares Ben Interest A
1,105.3090 FBR Funds - Gas Utility Index
54.0000 shares Metlife Inc - Com
406.5000 shares Midas Special Equities Fund Inc - Com
212.0000 shares Olin Corp
628.0000 shares Pennsylvania Power & Light Co - Com
628.0000 shares Pennsylvania Power & Light Co - Com
1.481.0000 shares PEPCO Stock - Com
944.1710 shares South Jersey Industries
195.0000 shares Supervalu Inc - Com
5.363.4840 shares Vanguard PA Tax Exempt Fund - Long
Taxex Investment
1,629.9370 shares Wells Fargo Advantage Common Stock
Fund - Class Z
- 4-
Fiduciary
Acquisition
Value
28.00
9.80
182,850.52
5.000.00
1.714.81
6.714.81
21.835.55
3.239.36
4.673.28
32.392.75
32,162.84
21.022.98
3.099.87
6.337.34
3,650.64
20.990.90
20.990.90
36.706.59
29.193.77
5.857.47
60.661.00
39.444.48
SCHEDULE A
RECEIPTS OF PRINCIPAL
Continued
2.038.0000 shares Wells Fargo Advantage Corporate Bond
Fund - Investor Class - Account No.
3210-2200078957
28.7980 shares Delaware Large Cap Value Fund A
Account 001/6000112858
6.9550 shares South Jersey Industries
0.1420 share South Jersey Industries
28.7980 shares Delaware Group Equity Funds I - Large
Cap Value A
26.6860 shares Delaware Tax Free Pennsylvania Fund A
Class - Shares Ben Interest A
6.2010 shares FBR Funds - Gas Utility Index
133.7270 shares T. Rowe Price Non Retirement - Tax Free
Income Fund Account No. 5001049180-8
29.8640 Vanguard Fixed Income Securities Fund - HI Yld
CP Portfolio
14.4150 shares Delaware Tax Free Pennsylvania Fund A
Class - Shares Ben Interest A
36.0490 shares T. Rowe Price Non Retirement - Tax Free
Income Fund Account No. 5001049180-8
8.9310 Vanguard Fixed Income Securities Fund - HI Yld
CP Portfolio
7.9350 shares Vanguard PA Tax Exempt Fund - Long
Taxex Investment
14.5050 shares Delaware Tax Free Pennsylvania Fund A
Class - Shares Ben Interest A
38.2530 shares T. Rowe Price Non Retirement - Tax Free
Income Fund Account No. 5001049180-8
11.9520 Vanguard Fixed Income Securities Fund - HI Yld
CP Portfolio
10.5330 shares Vanguard PA Tax Exempt Fund - Long
Taxex Investment
9.2570 shares Delaware Group Equity Funds I
6.7450 shares Delaware Large Cap Value Fund A
Account 001/6000112858
- 5 -
Fiduciary
Acquisition
Value
20.685.70
595.54
231.32
4.72
595.54
215.62
0.00
1.337.27
183.66
116.62
360.13
55.91
89.59
117.49
385.21
75.06
119.87
173.75
141.24
SCHEDULE A
RECEIPTS OF PRINCIPAL
Continued
Fiduciary
Acquisition
Value
13.0320 shares Delaware Tax Free Pennsylvania Fund A 105.82
Class - Shares Ben Interest A
39.7290 shares T. Rowe Price Non Retirement - Tax Free 397.69
Income Fund Account No. 5001049180-8
23.3900 Vanguard Fixed Income Securities Fund - HI Yld 146.19
CP Portfolio
20.5400 shares Vanguard PA Tax Exempt Fund - Long 232.10
Taxex Investment
6.2030 shares South Jersey Industries 233.06
0.1270 share South Jersey Industries 4.77
14.4540 shares Delaware Tax Free Pennsylvania Fund A 116.93
Class - Shares Ben Interest A
37.1850 shares T. Rowe Price Non Retirement - Tax Free 372.22
Income Fund Account No. 5001049180-8
22.9570 Vanguard Fixed Income Securities Fund - HI Yld 144.40
CP Portfolio
19.9230 shares Vanguard PA Tax Exempt Fund - Long 225.13
Taxex Investment
14.0430 shares Delaware Tax Free Pennsylvania Fund A 113.05
Class - Shares Ben Interest A
38.9480 shares T. Rowe Price Non Retirement - Tax Free 386.36
Income Fund Account No. 5001049180-8
23.8220 Vanguard Fixed Income Securities Fund - HI Yld 149.84
CP Portfolio
20.8700 shares Vanguard PA Tax Exempt Fund - Long 233.54
Taxex Investment
14.7810 shares Delaware Tax Free Pennsylvania Fund A 117.36
Class - Shares Ben Interest A
40.7610 T. Rowe Price Non Retirement - Tax Free Income 400.68
Fund Account No. 5001049180-8
23.8020 Vanguard Fixed Income Securities Fund - HI Yld 145.43
CP Portfolio
20.3530 shares Vanguard PA Tax Exempt Fund - Long 225.71
Taxex Investment
6.6210 shares South Jersey Industries 234.61
0.1350 share South Jersey Industries 4.78
- 6 -
SCHEDULE A
RECEIPTS OF PRINCIPAL
Continued
Fiduciary
Acquisition
Value
14.3300 shares Delaware Tax Free Pennsylvania Fund A 114.21
Class - Shares Ben Interest A
38.4620 T. Rowe Price Non Retirement - Tax Free Income 378.85
Fund Account No. 5001049180-8
25.8060 Vanguard Fixed Income Securities Fund - HI Yld 151.48
CP Portfolio
21.0040 shares Vanguard PA Tax Exempt Fund - Long 233.77
Taxex Investment
15.0540 shares Delaware Tax Free Pennsylvania Fund A 118.02
Class - Shares Ben Interest A
44.3540 T. Rowe Price Non Retirement - Tax Free Income 432.45
Fund Account No. 5001049180-8
25.4410 Vanguard Fixed Income Securities Fund - HI Yld 151.12
CP Portfolio
21.2080 shares Vanguard PA Tax Exempt Fund - Long 234.14
Taxex Investment
14.8920 shares Delaware Tax Free Pennsylvania Fund A 118.54
Class - Shares Ben Interest A
36.0250 T. Rowe Price Non Retirement - Tax Free Income 354.85
Fund Account No. 5001049180-8
23.8550 Vanguard Fixed Income Securities Fund - HI Yld 144.80
CP Portfolio
20.4460 shares Vanguard PA Tax Exempt Fund - Long 227.97
Taxex Investment
6.7410 shares South Jersey Industries 236.27
0.1380 share South Jersey Industries 4.84
14.3380 shares Delaware Tax Free Pennsylvania Fund A 114.99
Class - Shares Ben Interest A
40.1030 T. Rowe Price Non Retirement - Tax Free Income 395.01
Fund Account No. 5001049180-8
25.0050 Vanguard Fixed Income Securities Fund - HI Yld 151.53
CP Portfolio
20.9900 shares Vanguard PA Tax Exempt Fund - Long 234.25
Taxex Investment
- 7 -
SCHEDULE A
RECEIPTS OF PRINCIPAL
Continued
Fiduciary
Acquisition
Value
95.9120 shares Wells Fargo Advantage Corporate Bond 0.00
Fund - Investor Class - Account No.
3210-2200078957
15.0130 shares Delaware Tax Free Pennsylvania Fund A 119.50
Class - Shares Ben Interest A
42.8040 T. Rowe Price Non Retirement - Tax Free Income 421.62
Fund Account No. 5001049180-8
25.0100 Vanguard Fixed Income Securities Fund - HI Yld 147.81
CP Portfolio
20.3380 shares Vanguard PA Tax Exempt Fund - Long 227.38
Taxex Investment
14.5990 shares Delaware Tax Free Pennsylvania Fund A 115.92
Class - Shares Ben Interest A
11.1350 shares Vanguard PA Tax Exempt Fund - Long 123.60
Taxex Investment
39.2320 T. Rowe Price Non Retirement - Tax Free Income 386.04
Fund Account No. 5001049180-8
17 .3580 shares Delaware Group Equity Funds I 318.87
25.8980 Vanguard Fixed Income Securities Fund - HI Yld 152.80
CP Portfolio
21.1900 shares Vanguard PA Tax Exempt Fund - Long 235.63
Taxex Investment
38.8860 T. Rowe Price Non Retirement - Tax Free Income 385.75
Fund Account No. 5001049180-8
39.6740 shares Delaware Group Equity Funds I - 319.38
Dividend Reinvestments from January 2008
through February 11, 2008
44.8060 shares Delaware Large Cap Value Fund A 397.43
Account 001/6000112858 - Dividend
Reinvestments from January 2008 through
February 11, 2008
14.9120 shares Delaware Tax Free Pennsylvania Fund A 119.89
Class ~ Dividend Reinvestments from January
2008 through February 11, 2008
45.1310 T. Rowe Price Non Retirement - Tax Free Income 426.04
Fund Account No. 5001049180-8
- 8 -
01/01/2007
01/14/2008
SCHEDULE A
RECEIPTS OF PRINCIPAL
Continued
Total Stocks / Listed
Bonds
2.795.9490 shares Delaware Large Cap Value Fund A
Account 001/6000112858 - Large Cap Value A
10,358.9990 T. Rowe Price Non Retirement - Tax Free Income
Fund Account No. 5001049180-8
United States Savings Bonds - Series I, Serie EE
and Serie E Bonds.
3,804.6980 Vanguard Fixed Income Securities Fund - HI Yld
CP Portfolio
Total Bonds
57.876.14
103.589.99
51.843.48
23,322.80
Real Estate
Residence - located at 3 Mayfield Road, Upper
Allen Township, Mechanicsburg, PA. Tax Parcel
No. 42-27-1890-034.
Total Real Estate
194.900.00
Total Receipts
415.9100
Subsequent Principal Receipts
shares Wells Fargo Advantage Common Stock
Fund - Class Z
Delaware Large Cap Value Fund A Account
001/6000112858
Total Subsequent Principal Receipts
Total Adjustments and Subsequent Receipts
9.075.16
5,245.42
Total Receipts of Principal
- 9 -
Fiduciary
Acquisition
Value
379.428.38
236,632.41
194.900.00
1.000.526.12
14.320.58
14.320.58
1,014,846.70
SCHEDULE 8
GAINS AND LOSSES ON SALES OR OTHER DISPOSITIONS - PRINCIPAL
Gain Loss
04/20/2007 192.0000 shares Cisco Systems Inc - Com
Net Proceeds 5.015.40
Fiduciary Acquisition Value -4.673.28 342.12
04/20/2007 212.0000 shares Olin Corp
Net Proceeds 3.489.36
Fiduciary Acquisition Value -3.650.64 -161.28
04/20/2007 1.481.0000 shares PEPCO Stock
Net Proceeds 38.826.82
Fiduciary Acquisition Value -36.706.59 2.120.23
05/09/2007 United States Savings Bonds - Series I, Serie EE
and Serie E Bonds.
Net Proceeds 51.843.48
Fiduciary Acquisition Value -51.843.48 0.00
06/01/2007 1.073.0000
Net Proceeds 21.835.55
Fiduciary Acquisition Value -21.835.55 0.00
06/15/2007 Residence - located at 3 Mayfield Road, Upper
Allen Township, Mechanicsburg, PA .
Gross Proceeds 194.900.00
Fiduciary Acquisition Value -194.900.00 0.00
07/01/2007 1998 Buick Century
Net Proceeds 5.000.00
Fiduciary Acquisition Value -5.000.00 0.00
-10-
08/13/2007
11/15/2007
11/26/2007
11/26/2007
11/30/2007
12/14/2007
01/28/2008
SCHEDULE B
GAINS AND LOSSES ON SALES OR OTHER DISPOSITIONS - PRINCIPAL
Continued
Gain Loss
1.256.0000 shares Pennsylvania Power & Light Co - Com
Net Proceeds 65.705.88
Fiduciary Acquisition Value -41.981.80 23.724.08
406.5000 shares Midas Special Equities Fund Inc - Com
Net Proceeds 7.581.23
Fiduciary Acquisition Value -6.337.34 1.243.89
1.629.9370 shares Wells Fargo Advantage Common Stock
Fund - Class Z
Net Proceeds 35.565.22
Fiduciary Acquisition Value -39.444.48 -3.879.26
2.133.9120 shares Wells Fargo Advantage Corporate Bond
Fund - Investor Class - Account No.
3210-2200078957
Net Proceeds 21.808.58
Fiduciary Acquisition Value -20.685.70 1.122.88
415.9100 shares Wells Fargo Advantage Common Stock
Fund - Class Z
Net Proceeds 9.075.16
Fiduciary Acquisition Value -9.075.16 0.00
971.2330 shares South Jersey Industries
Net Proceeds 35.811.75
Fiduciary Acquisition Value -30.148.14 5.663.61
1.111.5100 FBR Funds - Gas Utility Index
Net Proceeds 21.741.14
Fiduciary Acquisition Value -21.022.98 718.16
- 10 - A
SCHEDULE B
GAINS AND LOSSES ON SALES OR OTHER DISPOSITIONS - PRINCIPAL
Continued
Gain Loss
01/28/2008 4.100.4310 Vanguard Fixed Income Securities Fund
Net Proceeds 23.823.50
Fiduciary Acquisition Value -25.122.83 -1.299.33
01/31/2008 5.599.9490 shares Vanguard PA Tax Exempt Fund
Net Proceeds 62.988.61
Fiduciary Acquisition Value -63.303.68 -315.07
02/2512008 106.0000 shares Arch Chemicals Inc
Net Proceeds 3.720.44
Fiduciary Acquisition Value -3.239.36 481.08
02/27/2008 1.877 .84 70 shares Delaware Group Equity Funds I
Net Proceeds 32.449.20
Fiduciary Acquisition Value -33.800.29 -1.351.09
02/27/2008 2.876.2980 shares Delaware Large Cap Value Fund A
Account 001/6000112858
Net Proceeds 47.804.07
Fiduciary Acquisition Value -59.010.35 -11.206.28
02127/2008 4.195.6040 shares Delaware Tax Free Pennsylvania Fund A
Class
Net Proceeds 33.297.33
Fiduciary Acquisition Value -33.886.80 -589.47
02/27/2008 54.0000 shares Metlife Inc - Com
Net Proceeds 3.177.38
Fiduciary Acquisition Value -3.099.87 77.51
- 11 -
03/13/2008
0311712008
04116/2008
SCHEDULE B
GAINS AND LOSSES ON SALES OR OTHER DISPOSITIONS - PRINCIPAL
Continued
5.858.1710 T. Rowe Price Non Retirement - Tax Free Income
Fund Account No. 5001049180-8
Net Proceeds
Fiduciary Acquisition Value
57.000.00
-58.541.24
5.190.4770 T. Rowe Price Non Retirement - Tax Free Income
Fund Account No. 5001049180-8
Net Proceeds
Fiduciary Acquisition Value
50.347.63
-51.868.92
195.0000 shares Supervalu Inc - Com
Net Proceeds
Fiduciary Acquisition Value
5.822.58
-5.857.47
TOTAL GAINS AND LOSSES/PRINCIPAL
LESS LOSS
NET GAIN OR LOSS
- 12 -
Gain Loss
-1.541.24
-1.521.29
-34.89
35.493.56
-21.899.20
13.594.36
SCHEDULE C
DISBURSEMENTS OF PRINCIPAL
Debts of Decedent
Alert Pharmacy Services. Inc.
05/12/2007
159.54
Carolvn Mastro
06/04/2007
Reimbursement of T. Rowe Price Money
Deposited into Estate Account
1.518.21
Comcast
12/28/2006
01/25/2007
8.40
1.55
Dustin Peiffer - Lawn Cutting at Residence
05/07/2007
OS/22/2007
06/25/2007
64.00
64.00
100.00
Erie Insurance Group
02/13/2007
05/07/2007
Personal Catastrophic Insurance
74.00
37.00
Expenses paid to Hugh Rozman. Realtor
04/12/2007 To Ready House for Sale
07/11/2007 Clean up of Decedent's Yard prior to Sale
2,871.75
200.00
- 13 -
159.54
1.518.21
9.95
228.00
111.00
G.T. Watts - Awninq Storaqe
12/28/2006
Hershock's Inc.
07/02/2007
JcPenny
12/26/2006
JcPenny Credit Card Invoice
02/21/2007
SCHEDULE C
DISBURSEMENTS OF PRINCIPAL
Continued
Garage Door Opener for Residence - Condition
of Sale
Mellon Bank, N.A. Repayment for final Annuity Payments
02/06/2007
Messiah Villaqe
12/28/2006
Newfield National Bank
02(13(2007
Check Fee on Account
- 14-
75.00
315.00
28.00
19.50
1.652.92
5,989.00
86.29
3.071.75
75.00
315.00
28.00
19.50
1,652.92
5.989.00
86.29
SCHEDULE C
DISBURSEMENTS OF PRINCIPAL
Continued
Norcross En~ine Auto Repair
02/12/2007
To Ready Automobile for Sale
417.19
417.19
PA Department of Revenue
06/01/2007
Tax payment on 2006 Individual Income Taxes
290.00
290.00
Patriot News
12/21/2006 8.40
8.40
Pen Dot - Title Transfer of Automobile
01/29/2007 22.50
22.50
PPL Utilities
11/06/2006 34.69
01/04/2007 47.06
OS/22/2007 19.55
06/19/2007 29.82
131.12
Quantum Ima~inQ & Therapeutic Associates
12/19/2007 138.00
138.00
Settlement Char~es Related to Sale of Decedent's Residence
06/15/2007
18.733.84
18.733.84
- 15 -
SCHEDULE C
DISBURSEMENTS OF PRINCIPAL
Continued
T F Investments
11/16/2006 95.00
95.00
UGI Utilities
11/06/2006 192.00
02/08/2007 139.00
02/08/2007 139.00
04/15/2007 303.22
04/23/2007 61.52
OS/22/2007 65.00
06/25/2007 65.00
10/11/2007 70.00
1.034.74
United States Treasury
OS/28/2007 Tax on 2006 Federal Income Tax Return 1.764.00
07/26/2007 Interest and Penalty on Decedent's 2006 38.95
Personal Return
1.802.95
United Water of Pennsvlvania
01/09/2007 8.50
02/09/2007 8.50
04/15/2007 22.34
05/07/2007 19.11
05/31/2007 8.52
07/02/2007 8.52
75.49
Upper Allen Township Sewer
02/01/2007 100.00
04/16/2007 100.00
- 16 -
SCHEDULE C
DISBURSEMENTS OF PRINCIPAL
Continued
Total Debts of Decedent
Funeral Expenses
02/01/2007
Funeral Luncheon - St. Elizabeth Ann Seton Church
Malpezzi Funeral Home
12/26/2006
South Jersey Monuments
06/05/2007
Carolyn Mastro
12/27/2006
07/02/2007
Total Funeral Expenses
Administration Expenses
Reimbursement for Travel Expenses to Ready
House for Sale
Reimbursement for Travel Expenses to Ready
House for Sale
- 17 -
100.00
12.865.60
187.00
1.555.54
1.930.35
200.00
36.213.39
100.00
12.865.60
187.00
13.152.60
3,485.89
SCHEDULE C
DISBURSEMENTS OF PRINCIPAL
Continued
Cumberland County Reqister of Wills Office
07/20/2007
Filing Fees for Inheritance Tax Return and
Inventory
Additional Short Certificates
Additional Probate Fee
Filing Fees for Account and Advertising Costs
Additional Short Certificate
07/20/2007
08/03/2007
05/13/2008
05/13/2008
Cumberland Law Journal
07/20/2007
Notice of Estate Administration
DHL - Express Mailinq
07/20/2007
05/13/2008
Stock Certificates
M& T Bank Estate Checkinq Account
08/03/2007
09/04/2007
Bank Service Charge
Bank Service Charge
Patriot News
07/20/2007
Notice of Estate Administration
Reserves: Additonal Costs for filinq of Account
05/14/2008
Express Delivery Costs Not Billed at Time of
Filing; Reimbursement to Executrix for Mailings
- 18 -
30.00
40.00
350.00
650.00
8.00
75.00
41.29
46.91
14.00
14.00
150.21
200.00
1.078.00
75.00
88.20
28.00
150.21
200.00
Robert McAvitch
07/11/2007
Trash Removal from Residence
03/05/2007
William Scholl
07/11/2007
SCHEDULE C
DISBURSEMENTS OF PRINCIPAL
Continued
Clean up of Decedent's Yard prior to Sale
Clean up of Decedent's Yard prior to Sale
Total Miscellaneous Administrative Expenses
Federal. State. and Local Taxes
07/11/2007
Cumberland County Reqister of Wills Office
Inheritance Tax Payment
PA Department of Revenue
01/14/2008
United States Treasury
01/16/2008
Tax payment on Pa Fiduciary Income Tax Return
Tax on Initial Fiduciary Income Tax Return
Total Taxes
- 19 -
100.00
400.00
200.00
144,710.94
807.00
8,768.97
100.00
400.00
200.00
5.805.30
144.710.94
807.00
8.768.97
154.286.91
SCHEDULE C
DISBURSEMENTS OF PRINCIPAL
Continued
Commissions
Carolvn Mastro
05/13/2008
Total Commissions
Fees
Johnson Duffie Stewart & Weidner
07/20/2007
Attorney Fees Paid at time of Filing Inheritance
Tax Return
Remaining Attorney Fees to be paid
05/13/2008
Smoker Smith & Associates, P.C.
OS/28/2007
2006 Tax Return Preparers
Total Fees
TOTAL DISBURSEMENTS OF PRINCIPAL
- 20-
27.500.00
8,750.00
16,250.00
550.00
27.500.00
27.500.00
25,000.00
550.00
25.550.00
262,508.20
SCHEDULE D
DISTRIBUTIONS OF PRINCIPAL
09/11/2007
10/02/2007
10/03/2007
10/12/2007
10/15/2007
10/22/2007
10/31/2007
Carolyn Mastro
Howard J. Vondra
Norbert Vondra
Judith E. Vondra
Mary Ann Rozanski
Mark Vondra
Stephen F. Vondra
Carolvn Mastro
01/01/2007
Jewelry - Value and appraised by Dondero
Diamonds and Fine Jewelry.
10.000.00
3.333.33
5.000.00
3.333.33
10.000.00
5.000.00
3.333.33
1.714.81
TOTAL DISTRIBUTIONS TO BENEFICIARIES
- 21 -
39.999.99
1.714.81
41.714.80
PRINCIPAL BALANCE ON HAND
# Units Description
Cash
M T Bank Estate Account #0001
Newfield Estate Checking Account
Current Value
05/31/2008
or as Noted
Fiduciary
Acquisition
Value
645.67 645.67
723.572.39 723.572.39
Total Cash 724.218.06 724.218.06
724.218.06 724.218.06
- 22 -
SCHEDULE E
PRINCIPAL INVESTMENTS MADE
# Units Cost
10/17/2006 628.0000 Pennsylvania Power & Light Co 20.990.90
12/21/2006 28.7980 Delaware Large Cap Value Fund A Account 001/6000112858 595.54
12/29/2006 6.9550 South Jersey Industries 231.32
12/29/2006 0.1420 South Jersey Industries 4.72
12/31/2006 28.7980 Delaware Group Equity Funds I 595.54
12/31/2006 26.6860 Delaware Tax Free Pennsylvania Fund A Class 215.62
12/31/2006 6.2010 FBR Funds 0.00
12/31/2006 133.7270 T. Rowe Price Non Retirement - Tax Free Income Fund Account 1.337.27
No. 5001049180-8
12/31/2006 29.8640 Vanguard Fixed Income Securities Fund 183.66
01/22/2007 14.4150 Delaware Tax Free Pennsylvania Fund A Class 116.62
01/31/2007 36.0490 T. Rowe Price Non Retirement - Tax Free Income Fund Account 360.13
No. 5001049180-8
02/12/2007 8.9310 Vanguard Fixed Income Securities Fund 55.91
02/12/2007 7.9350 Vanguard PA Tax Exempt Fund 89.59
02/22/2007 14.5050 Delaware Tax Free Pennsylvania Fund A Class 117 .49
02/28/2007 38.2530 T. Rowe Price Non Retirement - Tax Free Income Fund Account 385.21
No. 5001049180-8
02/28/2007 11.9520 Vanguard Fixed Income Securities Fund 75.06
02/28/2007 10.5330 Vanguard PA Tax Exempt Fund 119.87
03/22/2007 9.2570 Delaware Group Equity Funds I 173.75
03/22/2007 6.7450 Delaware Large Cap Value Fund A Account 001/6000112858 141.24
03/22/2007 13.0320 Delaware Tax Free Pennsylvania Fund A Class 105.82
03/30/2007 39.7290 T. Rowe Price Non Retirement - Tax Free Income Fund Account 397.69
No. 5001049180-8
03/30/2007 23.3900 Vanguard Fixed Income Securities Fund 146.19
03/30/2007 20.5400 Vanguard PA Tax Exempt Fund 232.10
04/03/2007 6.2030 South Jersey Industries 233.06
04/03/2007 0.1270 South Jersey Industries 4.77
04/20/2007 14.4540 Delaware Tax Free Pennsylvania Fund A Class 116.93
04/30/2007 37.1850 T. Rowe Price Non Retirement - Tax Free Income Fund Account 372.22
No. 5001049180-8
04/30/2007 22.9570 Vanguard Fixed Income Securities Fund 144.40
04/30/2007 19.9230 Vanguard PA Tax Exempt Fund 225.13
OS/22/2007 14.0430 Delaware Tax Free Pennsylvania Fund A Class 113.05
- 23 -
SCHEDULE E
PRINCIPAL INVESTMENTS MADE
Continued
# Units Cost
05/22/2007 14.0430 Delaw~re Tax Free Pennsylvania Fund A Class 113.05
05/31/2007 38.9480 T. Rowe Price Non Retirement - Tax Free Income Fund Account 386.36
No. 5001049180-8
05/31/2007 23.8220 Vanguard Fixed Income Securities Fund 149.84
05/31/2007 20.8700 Vanguard PA Tax Exempt Fund 233.54
06/22/2007 14.7810 Delaware Tax Free Pennsylvania Fund A Class 117.36
06/29/2007 40.7610 T. Rowe Price Non Retirement - Tax Free Income Fund Account 400.68
No. 5001049180-8
06/29/2007 23.8020 Vanguard Fixed Income Securities Fund 145.43
06/29/2007 20.3530 Vanguard PA Tax Exempt Fund 225.71
07/03/2007 6.6210 South Jersey Industries 234.61
07/03/2007 0.1350 South Jersey Industries 4.78
07/20/2007 14.3300 Delaware Tax Free Pennsylvania Fund A Class 114.21
07/31/2007 38.4620 T. Rowe Price Non Retirement - Tax Free Income Fund Account 378.85
No. 5001049180-8
07/31/2007 25.8060 Vanguard Fixed Income Securities Fund 151.48
07/31/2007 21.0040 Vanguard PA Tax Exempt Fund 233.77
08/22/2007 15.0540 Delaware Tax Free Pennsylvania Fund A Class 118.02
08/31/2007 44.3540 T. Rowe Price Non Retirement - Tax Free Income Fund Account 432.45
No. 5001049180-8
08/31/2007 25.4410 Vanguard Fixed Income Securities Fund 151.12
08/31/2007 21.2080 Vanguard PA Tax Exempt Fund 234.14
09/21/2007 14.8920 Delaware Tax Free Pennsylvania Fund A Class 118.54
09/28/2007 36.0250 T. Rowe Price Non Retirement - Tax Free Income Fund Account 354.85
No. 5001049180-8
09/28/2007 23.8550 Vanguard Fixed Income Securities Fund 144.80
09/28/2007 20.4460 Vanguard PA Tax Exempt Fund 227.97
10/02/2007 6.7410 South Jersey Industries 236.27
10/02/2007 0.1380 South Jersey Industries 4.84
10/22/2007 14.3380 Delaware Tax Free Pennsylvania Fund A Class 114.99
10/31/2007 40.1030 T. Rowe Price Non Retirement - Tax Free Income Fund Account 395.01
No. 5001049180-8
10/31/2007 25.0050 Vanguard Fixed Income Securities Fund 151.53
10/31/2007 20.9900 Vanguard PA Tax Exempt Fund 234.25
11/01/2007 95.9120 Wells Fargo Advantage Corporate Bond Fund - Investor Class 0.00
- 24-
SCHEDULE E
PRINCIPAL INVESTMENTS MADE
Continued
# Units Cost
11/21/2007 15.0130 Delaware Tax Free Pennsylvania Fund A Class 119.50
11/30/2007 42.8040 T. Rowe Price Non Retirement - Tax Free Income Fund Account 421.62
No. 5001049180-8
11/30/2007 25.0100 Vanguard Fixed Income Securities Fund 147.81
11/30/2007 20.3380 Vanguard PA Tax Exempt Fund 227.38
12/21/2007 14.5990 Delaware Tax Free Pennsylvania Fund A Class 115.92
12/27/2007 11.1350 Vanguard PA Tax Exempt Fund 123.60
12/30/2007 39.2320 T. Rowe Price Non Retirement - Tax Free Income Fund Account 386.04
No. 5001049180-8
12/31/2007 17.3580 Delaware Group Equity Funds I 318.87
12/31/2007 25.8980 Vanguard Fixed Income Securities Fund 152.80
12/31/2007 21.1900 Vanguard PA Tax Exempt Fund 235.63
01/31/2008 38.8860 T. Rowe Price Non Retirement - Tax Free Income Fund Account 385.75
No. 5001049180-8
02/11/2008 39.6740 Delaware Group Equity Funds I 319.38
02/11/2008 44.8060 Delaware large Cap Value Fund A Account 001/6000112858 397.43
02/11/2008 14.9120 Delaware Tax Free Pennsylvania Fund A Class 119.89
02/29/2008 45.1310 T. Rowe Price Non Retirement - Tax Free Income Fund Account 426.04
No. 5001049180-8
Total 37.473.86
- 25-
SCHEDULE F
CHANGES IN PRINCIPAL HOLDINGS
# Units Cost
1998 Buick Century
10/17/2006 inventoried 5.000.00
07/01/2007 sold -5.000.00
0.00
Atbertsons Inc
10/17/2006 1.073.0000 inventoried 21.835.55
06/01/2007 -1.073.0000 sold -21.835.55
0.0000 0.00
Arch Chemicals Inc
10/17/2006 106.0000 inventoried 3.239.36
02/25/2008 -106.0000 sold -3.239.36
0.0000 0.00
Cisco Systems Inc
10/17/2006 192.0000 inventoried 4.673.28
04/20/2007 -192.0000 sold -4.673.28
0.0000 0.00
Delaware Group Equity Funds I
10/17/2006 1.782.7600 inventoried 32.392.75
12/31/2006 28.7980 inventoried 595.54
03/22/2007 9.2570 inventoried 173.75
12/31/2007 17.3580 inventoried 318.87
02/11/2008 39.6740 inventoried 319.38
02/27/2008 -1.877 .8470 sold -33.800.29
0.0000 0.00
- 26 -
SCHEDULE F
CHANGES IN PRINCIPAL HOLDINGS
Continued
# Units Cost
Delaware Large Cap Value Fund A Account 001/6000112858
10/17/2006 2.795.9490 inventoried 57.876.14
12/21/2006 28.7980 inventoried 595.54
03/22/2007 6.7450 inventoried 141.24
02/11/2008 44.8060 inventoried 397.43
02/27/2008 -2.876.2980 sold -59.010.35
0.0000 0.00
Delaware Tax Free Pennsylvania Fund A Class
10/17/2006 3.980.5500 inventoried 32.162.84
12/31/2006 26.6860 inventoried 215.62
01/22/2007 14.4150 inventoried 116.62
02/22/2007 14.5050 inventoried 117.49
03/22/2007 13.0320 inventoried 105.82
04/20/2007 14.4540 inventoried 116.93
OS/22/2007 14.0430 inventoried 113.05
06/22/2007 14.7810 inventoried 117 .36
07/20/2007 14.3300 inventoried 114.21
08/22/2007 15.0540 inventoried 118.02
09/21/2007 14.8920 inventoried 118.54
10/22/2007 14.3380 inventoried 114.99
11/21/2007 15.0130 inventoried 119.50
12/21/2007 14.5990 inventoried 115.92
02/11/2008 14.9120 inventoried 119.89
02/27/2008 -4.195.6040 sold -33.886.80
0.0000 0.00
FBR Funds
10/17/2006 1.105.3090 21.022.98
12/31/2006 6.2010 inventoried 0.00
01/28/2008 -1.111.5100 sold -21.022.98
0.0000 0.00
- 27 -
SCHEDULE F
CHANGES IN PRINCIPAL HOLDINGS
Continued
- 28 -
SCHEDULE F
CHANGES IN PRINCIPAL HOLDINGS
Continued
# Units
Cost
Residence
10/17/2006
06/15/2007
inventoried
sold
194.900.00
-194.900.00
0.00
South Jersev Industries
10/17/2006 944.1710 inventoried
12/29/2006 6.9550 inventoried
12/29/2006 0.1420 inventoried
04/03/2007 6.2030 inventoried
04/03/2007 0.1270 inventoried
07/03/2007 6.6210 inventoried
07/03/2007 0.1350 inventoried
10/02/2007 6.7410 inventoried
10/02/2007 0.1380 inventoried
12/14/2007 -971.2330 sold
0.0000
Supervalu Inc
10/17 (2006 195.0000 inventoried
04(16(2008 -195.0000 sold
0.0000
29,193.77
231.32
4.72
233.06
4.77
234.61
4.78
236.27
4.84
-30.148.14
0.00
5.857.47
-5.857.47
0.00
T. Rowe Price Non Retirement - Tax Free Income Fund Account No. 5001049180-8
10/17/2006 10.358.9990 inventoried 103.589.99
12/31/2006 133.7270 inventoried 1.337.27
01/31/2007 36.0490 inventoried 360.13
02/28/2007 38.2530 inventoried 385.21
03(30/2007 39.7290 inventoried 397.69
04/30/2007 37.1850 inventoried 372.22
05/31/2007 38.9480 inventoried 386.36
06(29/2007 40.7610 inventoried 400.68
- 29 -
SCHEDULE F
CHANGES IN PRINCIPAL HOLDINGS
Continued
# Units Cost
07/31/2007 38.4620 inventoried 378.85
08/31/2007 44.3540 inventoried 432.45
09/28/2007 36.0250 inventoried 354.85
10/31/2007 40.1030 inventoried 395.01
11/30/2007 42.8040 inventoried 421.62
12/30/2007 39.2320 inventoried 386.04
01/31/2008 38.8860 inventoried 385.75
02/29/2008 45.1310 inventoried 426.04
03/13/2008 -5.858.1710 sold -58.541.24
03/17/2008 -5.190.4770 sold -51.868.92
0.0000 0.00
United States Savings Bonds
10/17/2006 in\l~ntnri~rt 51.843.48
05/09/2007 sold -51.843.48
0.00
Vanguard Fixed Income Securities Fund
10/17/2006 3.804.6980 inventoried 23.322.80
12/31/2006 29.8640 inventoried 183.66
02/12/2007 8.9310 inventoried 55.91
02/28/2007 11.9520 inventoried 75.06
03/30/2007 23.3900 inventoried 146.19
04/30/2007 22.9570 inventoried 144.40
05/31/2007 23.8220 inventoried 149.84
06/29/2007 23.8020 inventoried 145.43
07/31/2007 25.8060 inventoried 151.48
08/31/2007 25.4410 inventoried 151.12
09/28/2007 23.8550 inventoried 144.80
10/31/2007 25.0050 inventoried 151.53
11/30/2007 25.0100 inventoried 147.81
12/31/2007 25.8980 inventoried 152.80
01/28/2008 -4.100.4310 sold -25,122.83
- 30 -
# Units
0.0000
SCHEDULE F
CHANGES IN PRINCIPAL HOLDINGS
Continued
Cost
0.00
Vanguard PA Tax Exempt Fund
10/17/2006
02/12/2007
02/28/2007
03/30/2007
04/30/2007
05/31/2007
06/29/2007
07/31/2007
08/31/2007
09/28/2007
10/31/2007
11/30/2007
12/27/2007
12/31/2007
01/31/2008
5.363.4840
7.9350
10.5330
20.5400
19.9230
20.8700
20.3530
21.0040
21.2080
20.4460
20.9900
20.3380
11.1350
21.1900
-5.599.9490
0.0000
inventoried
inventoried
inventoried
inventoried
inventoried
inventoried
inventoried
inventoried
inventoried
inventoried
60.661.00
89.59
119.87
232.10
225.13
233.54
225.71
233.77
234.14
227.97
234.25
227.38
123.60
235.63
-63.303.68
-0.00
invontnrioti
inventoried
inventoried
inventoried
sold
Wells Fargo Advantage Common Stock Fund - Class Z
10/17/2006
01/01/2007
11/26/2007
11/30/2007
1.629.9370 inventoried
415.9100 inventoried
-1.629.9370 sold
-415.9100 sold
0.0000
39.444.48
9.075.16
-39.444.48
-9.075.16
0.00
Wells Fargo Advantage Corporate Bond Fund - Investor Class
10/17/2006
11/01/2007
11/26/2007
2.038.0000 inventoried
95.9120 inventoried
-2.133.9120 sold
0.0000
20.685.70
0.00
-20.685.70
0.00
- 31 -
# Units
SCHEDULE F
CHANGES IN PRINCIPAL HOLDINGS
Continued
Cost
Total
-0.00
- 32 -
SCHEDULE G
RECEIPTS OF INCOME
Dividend
11/01/2006 VGI-HIYD CP IN Investment 100.00
12/01/2006 VGI-HIYD CP IN Investment 100.00
12/20/2006 Metlife Investors Nonqualified Annuity Contract 31.86
No. A2056034
12/31/2006 Income Earned on Securities 284.72
01/03/2007 Vanguard Fixed Income Securities Fund 100.00
01/06/2007 Arch Chemicals Inc - - December Dividend 21.20
01/06/2007 Olin Corp 42.40
01/12/2007 Delaware Large Cap Value Fund A Account 2.105.35
001/6000112858 - December Dividend
01/12/2007 PEPCO Stock 385.06
01/27/2007 PPL Utilities 345.40
04/02/2007 PPL Utilities 383.08
04/20/2007 Olin Corp 42.40
04/20/2007 Olin Corp 21.20
04/20/2007 PEPCO Stock 385.06
06/01/2007 Albertsons Ine - Com 96.66
06/01/2007 Albertsons Inc - Com 8.46
06/19/2007 Albertsons Inc - Com 32.18
07/01/2007 Pennsylvania Power & Light Co - Com 383.08
07/03/2007 Arch Chemicals Ine - - July Dividend 21.20
07/03/2007 PPL Utilities 27.29
07/03/2007 PPL Utilities 29.82
07/16/2007 Dividend Checks 424.46
08/24/2007 Arch Chemicals Inc 20.68
10/03/2007 Arch Chemicals Ine 21.20
10/19/2007 Albertsons Ine 33.12
10/19/2007 FBR Funds 127.21
01/14/2008 Metlife Ine 39.96
01/14/2008 SuperValue f/kIa Albertsons Ine 33.15
01/28/2008 FBR Funds 125.81
- 33-
SCHEDULE G
RECEIPTS OF INCOME
Continued
01/28/2008 Vanguard Fixed Income Securities Fund 138.96
03/17/2008 Arch Chemicals Inc 21.20
03/17/2008 T. Rowe Price Non Retirement - Tax Free Income 102.34
Fund Account No. 5001049180-8
03/25/2008 SuperValue f/k/a Albertsons Inc 33.15
TOTAL DIVIDEND INCOME 6.067.66
Interest/Bank
10/27/2006 M& T Bank Checking Account No. #87532689 0.35
10/27/2006 M& T Bank Savings Account No. 0.07
015004208557536
10/27/2006 M& T Bank Savings Account No. 0.22
015004208557536
11/03/2006 Newfield National Bank - Custodial Checking 0.11
Account
11/17/2006 Newfield National Bank Certificate of Deposit 181.89
Account 0000060036
11/27/2006 M&T Bank Checking Account No. #87532689 1.18
12/01/2006 Newfield National Bank Certificate of Deposit 93.13
Account 0000060036
12/02/2006 Newfield National Bank - Custodial Checking 0.42
Account
12/03/2006 M& T Bank Savings Account No. 0.05
015004208557536
12/31/2006 Newfield National Bank Estate Certificate of 1.265.19
Deposit Account No. 60299
01/04/2007 M& T Bank Estate Checking Account 3.27
01/06/2007 Soverign Bank Savings Account No. 2334025240 217.43
01/26/2007 M&T Bank Checking Account No. #87532689 0.29
02/02/2007 M& T Bank Estate Checking Account 4.96
02/08/2007 Diocese of Harrisburg Savings Account No. 101.18
lP01-53250
02/27/2007 M& T Bank Checking Account No. #87532689 0.30
02/27/2007 M& T Bank Checking Account No. #87532689 0.16
- 34-
SCHEDULE G
RECEIPTS OF INCOME
Continued
03/0212007 M& T Bank Estate Checking Account 5.89
04/04/2007 M& T Bank Estate Checking Account 3.68
04/27/2007 M& T Bank Checking Account No. #87532689 0.16
05/04/2007 M& T Bank Estate Checking Account 3.15
05/05/2007 M& T Bank Estate Checking Account 3.25
OS/25/2007 M& T Bank Checking Account No. #87532689 0.15
06/19/2007 Newfield National Bank Estate Certificate of 277.39
Deposit Account No. 60277
06/27/2007 M& T Bank Checking Account No. #87532689 0.17
07/03/2007 M& T Bank Estate Checking Account 0.69
07/27/2007 M& T Bank Checking Account No. #87532689 0.17
08/03/2007 M& T Bank Estate Checking Account 0.07
08/24/2007 Newfield National Bank Certificate of Deposit 277 .39
Account 60277
08/27/2007 M& T Bank Checking Account No. #87532689 0.18
09/01/2007 Newfield National Bank Estate Certificate of 1,361.09
Deposit Account No. 60311
09/04/2007 M& T Bank Estate Checking Account 0.07
09/21/2007 M& T Bank Estate Checking Account 0.04
09/27/2007 M& T Bank Checking Account No. #87532689 0.18
10/01/2007 M& T Bank Certificate of Deposit Account No. 513.26
031003916808537
10/03/2007 Newfield National Bank Certificate of Deposit 277.39
Account 60277
10/04/2007 M& T Bank Estate Checking Account 0.03
10/19/2007 Newfield National Bank Certificate of Deposit 277.39
Account 60277
10/26/2007 M& T Bank Checking Account No. #87532689 0.17
11/01/2007 M& T Bank Checking Account No. #87532689 0.03
11/02/2007 M&T Bank Estate Checking Account 0.30
11/24/2007 Newfield National Bank Certificate of Deposit 277.39
Account 60277
12/04/2007 M& T Bank Estate Checking Account 0.44
12/14/2007 Newfield National Bank Certificate of Deposit 277 .39
Account 60277
- 35-
SCHEDULE G
RECEIPTS OF INCOME
Continued
12/22/2007 Newfield National Bank Estate Certificate of 1,361.57
Deposit Account No. 60311
12/31/2007 Newfield National Bank Estate Certificate of 491.08
Deposit Account No. 60299
01/04/2008 M& T Bank Estate Checking Account 0.07
01/05/2008 Newfield National Bank Estate Certificate of 6.21
Deposit Account No. 60277
01/07/2008 Newfield National Bank Estate Certificate of 8.21
Deposit Account No. 60277
01/27/2008 Newfield National Bank Estate Certificate of 635.27
Deposit Account No. 60299
01/28/2008 Newfield National Bank - Interest Earned on 261.98
Estate CD's
02/04/2008 M& T Bank Estate Checking Account 0.07
02/06/2008 Newfield National Bank Estate Certificate of 401.71
Deposit Account No. 60438
03/01/2008 Newfield National Bank Estate Certificate of 1,341.36
Deposit Account No. 60311
03/31/2008 M& T Bank Estate Checking Account 0.14
03/31/2008 Newfield National Bank Certificate of Deposit 1,889.21
Account No. 60412
04/04/2008 Newfield National Bank Estate Certificate of 664.86
Deposit Account No. 60438
04/06/2008 Newfield National Bank Estate Certificate of 317.43
Deposit Account 60472
04/07/2008 Newfield National Bank Estate Certificate of 7.10
Deposit Account 60472
04/10/2008 Newfield National Bank Estate certificate of 140.20
Deposit Account No. 60485
04/15/2008 Newfield National Bank Estate Certificate of 219.56
Deposit Account No. 60489
04/15/2008 Newfield National Bank Estate certificate of 38.28
Deposit Account No. 60485
04/30/2008 Newfield National Bank Estate Certificate of 469.85
Deposit Account No. 60491
05/02/2008 M& T Bank Estate Checking Account 0.06
- 36 -
SCHEDULE G
RECEIPTS OF INCOME
Continued
05/04/2008 Newfield National Bank Estate Certificate of 425.81
Deposit Account No. 60495
05/04/2008 Newfield National Bank Estate Certificate of 1.060.45
Deposit Account No. 60452
05/04/2008 Newfield National Bank Estate Certificate of 102.28
Deposit Account No. 60491
05/05/2008 Newfield National Bank Estate Certificate of 6.67
Deposit Account No. 60452
TOTAL BANK INTEREST 15.277.14
Interest/Bond
04/20/2007 FBR Funds - Gas Utility Index 110.28
05/09/2007 United States Savings Bonds - Series I, Serie EE 1.559.52
and Serie E Bonds. Interest earned after death
to time of Redemption.
07/01/2007 FBR Funds - Gas Utility Index 172.74
11/26/2007 Wells Fargo Advantage Corporate Bond Fund - 53.11
Investor Class - Account No. 3210-2200078957
01/14/2008 FBR Funds - Gas Utility Index 1,944.82
TOTAL BOND INTEREST 3,840.47
TOTAL RECEIPTS OF INCOME 25.185.27
- 37 -
INCOME BALANCE ON HAND
# Units Description
Cash
M T Bank Estate Account #0001
Newfield Estate Checking Account
-38-
Total Cash
Current Value
05/31/2008
or as Noted
1,013.48
24,171.79
25,185.27
25.185.27
Fiduciary
Acquisition
Value
1,013.48
24,171.79
25,185.27
25.185.27
PROPOSED DISTRIBUTIONS TO BENEFICIARIES
TO:
Carolyn Mastro
Howard J. Vondra
Judith E. Vondra
Mark Vondra
Mary Ann Rozanski
Norbert Vondra
Stephen F. Vondra
Total
-40-
Current Value
05/31/2008
or as noted
Fiduciary
Acquisition
Value
187.350.82
62.450.28
62.450.28
93.675.42
187.350.83
93.675.42
62.450.28
749.403.33
749.403.33
COURT OF COMMON PLEAS OF CUMBERLAND COUNTY
PENNSYLVANIA
ORPHANS' COURT DIVISION
NO. 21-2006-00983
ESTATE OF ROSEANN C. VONDRA
FIRST AND FINAL ACCOUNT OF Carolyn Mastro, Executrix under the Last Will and
Testament of Roseann C. Vondra
CERTIFICATION OF NOTICE TO BENEFICIARIES PURSUANT TO
CUMBERLAND COUNTY ORPHANS' COURT
The undersigned certifies that written Notices of the time of presentation of the First and
Final Account of Carolyn Mastro, Executrix of the Last Will and Testament of Roseann C.
Vondra have been given at least twenty (20) days prior to the date fixed for confirmation in
accordance with and required by Section 3305 of the Pennsylvania Probate, Estates and
Fiduciary Code.
Date:
>f
Johnson, Duffie, Stewart & Weidner
By: ~/J~
Edmund G. yers
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CERTIFICATION OF NOTICE
I, EDMUND G. MYERS, as counsel for Carolyn Mastro, Executrix of the Last Will and
Testament of Roseann C. Vondra, do hereby certify that I caused Notice of Filing of the First
and Final Account of Carolyn Mastro, Executrix under the Last Will and Testament of Roseann
C. Vondra, to be served on the beneficiaries, by U.S. Mail, and that the requirements of the
Rules of the Cumberland County Court of Common Pleas, Orphans' Court Division have been
met.
Date:
ED~ ~vr
o
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ESTATE OF ROSEANN C. VONDRA, DECEASED.
Court of Common Pleas of Cumberland County, Pennsylvania
Orphan's Court Division
ESTATE OF ROSEANN C. VONDRA, DECEASED.
No. 21-2006-00983
PETITION FOR ADJUDICA TIONI
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
EDMUND G. MYERS
Attorney Identification Number: 20558
Johnson, Duffie, Stewart & Weidner
P.O. Box 109
Lemoyne, PA 17043-0109
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Estate of Roseann C. Vondra
, Deceased
1. Name and address of Petitioner:
CAROLYN MASTRO
1055 Strawberry Avenue
Vineland, New Jersey 08360
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?.........................................0 Yes D No
If not, identify prior accountings, the accounting periods covered and the date of
adjudication of the prior accounting.
2. Decedent died on October 17, 2006
o Letters Testamentary or D Letters of Administration were granted to Petitioner(s)
on November 7, 2006.
Date of Will (if applicable):
November 12, 1998
Date(s) of Codicil(s) (if applicable):
Was a bond required?
DYes
o No
If yes, state amount:
Are proofs of advertising of the grant of letters attached?..... 0 Yes D No
Exhibit "A" and "B"
Dates of advertising of grant of letters: Cumberland Law: November 24.
December 1, 8, 2006: and Patriot News: November 22, 29 and December 6,
2006
3.
Was decedent survived by a spouse? ... ............ .....
DYes
0No
If yes, name the surviving spouse:
4.
Has the surviving spouse filed to take an elective share?
DYes
0No
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):
2
Estate of Roseann C. Vondra
, Deceased
6.
Did decedent marry after execution of Will or Codicil(s)?...... 0 Yes
0No
Were any children born to decedent after execution of
Will or Codicil(s) ........0 Yes 0 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?................... 0 Yes 0 No
Exhibit "c"
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 Adjudications 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 Notices 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.
Exhibit "D"
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 in 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:
3
Estate of Roseann C. Vondra
, Deceased
A. State each party's relationship to the decedent and the nature of
each party's interest(s):
NAMES RELATIONSHIP TO DECEDENT INTEREST
Mary Ann Rozanski Sister In Law 25%
13807 North Gate Lane
Silver Spring, Maryland 20906
Norbert Vondra Nephew, Surviving Heir of Norbert 12.5%
1099 Swans Way Vondra, Deceased
Elmer, New Jersey 08318
Mark Vondra Nephew, Surviving Heir of Norbert 12.5%
290 Sweet briar Circle Vondra, Deceased
King of Prussia, PA 19406
Howard J. Vondra Nephew, Surviving Heir of Francis 8.33%
913 Morning Side Drive Vondra, who disclaimed his interest
Miami, Florida 33166
Judith E. Vondra Niece, Surviving Heir of Francis 8.33%
3563 Splitwood Road Vondra, who disclaimed his interest
Toano, Virginia 23168
Stephen Vondra Nephew, Surviving Heir of Francis 8.33%
lh Vondra, who disclaimed his interest
7701 SW 100 Avenue
Miami, Florida 33173
Carolyn Mastro Niece 25%
1055 Strawberry Avenue
Vineland, New Jersey 08360
B. Identify each party who is not sui juris (e.g., minors or incapacitate
persons). For each such party, give date of birth, name of each Guardian
and how each Guardian was appointed. If no Guardian has been
appointed, identify the next of the kin of such party, giving the name,
address and relationship of each.
C. State why a Petition for Guardiann-rustee Ad Litem has or has not been
filed for this Audit (see Pa. G.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.
4
Estate of Roseann C. Vondra
, Deceased
10. Other than the claim for the family exemption, list names of all known claimants
and the amount of their claims and state whether each claim is admitted.
Name and Addresses of Each Claimant Amount of Claim Claim Admitted? Will Claim Be
Paid in Full?
DYes DYes
0 No 0 No
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?................................ 0 Yes
o No
Was family exemption allowed?................................. 0 Yes
o No
Family exemption claimant's name and relationship:
Name:
Relationship:
12. The amount of Pennsylvania Transfer Inheritance Tax and additional
Pennsylvania Estate Tax paid, the date(s) of payment(s), and the interest(s)
upon which paid, are as follows:
Date
Payment
Interest
Julv 11. 2007
$ 144.710.94
N/A
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
o 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?.............................. IiI Yes 0 No
5
Estate of Roseann C. Vondra
, Deceased
15. If Petitioner has 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.
Exhibit "E"
16.
Had the decedent been adjudicated an incapacitated person? 0 Yes
0No
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.
B. Has notice of the additional receipts and disbursements been given to the
parties identified in Paragraph 9 above?..................... 0 Yes 0 No
18. If a reserve is requested, state amount and purpose.
Amount: $200.00
Purpose: Expenses incurred in preparation of Accountina. Express Mailina to Petitioner. who resides in New
Jersey
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?............................................. 0 Yes
o No
If so, attach a copy of the notice.
19. Is the Court being asked to direct the
filing of a Schedule of Distribution...........................................O Yes
o No
As to real estate only? .................. ......................................0 Yes
o No
6
Estate of Roseann C. Vondra
I Deceased
Wherefore, your Petitioner asks that distribution be awarded to the parties
entitled and suggests that the distributive shares of income and principal (residuary
shares being stated in proportions, not amounts) are as follows:
A. Income:
Steohen Vondra
AmountlProportion
25% = $ 6~:?96._32
25% = $ 61.296.~1
12.5% = $ 3.,148.16
12.5% = $3,1'1(t16
8.33% = $ ~f098~ !7
8.33% = $ ~.~. 71
8.33% = $ 2,~=?8
Proposed Distributee(s)
Mary Ann Rozanski
Carolyn Mastro
Mark Vondra
Norbert Vondra
Howard J. Vondra
Judith E. Vondra
B. Principal:
Proposed Distributee(s)
Maty Ann Rozanski
CarolYn Mastro
AmountlProportion
25% = $ 181,054.S1
25% = $ 1~_'054:.51
Stephen Vondra
12.5% = $ 9O~r,'TJ ?fi.
12.5% = $00,527 ~
8.33% = $ 60,351.51
8.33% = $ 6O~~1.51
8.33% = $ ro,~.50
Mark Vondra
Norbert Vondra
Howard J. Vondra
Judith E. Vondra
Submitted by:
~~
rolyn Mastro, Petitioner
7
Estate of Roseann C. Vondra
, Deceased
Verification of Petitioner
(Verification must be signed by at least one petitioner)
The undersigned hereby verifies that the facts set forth in the foregoing Petition
for Adjudication/Statement Proposed Distribution which are within the personal
acknowledge 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 ant false
statements herein are made subject to the penalties of 18 Pa.C.S. ~ 4904 (relating to
unsworn falsification to authorities).
~ J7u%?
Petitioner
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.
~j1~
Couns for Petitioner
8
EXHIBIT A
EXHIBIT B
EXHIBIT C
EXHIBIT D
EXHIBIT E
ESTATE OF ROSEANN C. VONDRA
SCHEDULE OF EXHIBITS
Notice of Estate Administration - Cumberland Law Journal
Notice of Estate Administration - The Patriot News
Pa Department of Public Welfare Estate Recovery Program
Correspondence
Notice of Filing of Account for Beneficiaries and Listing of
Beneficiaries receiving Notice
Disclaimer of Francis J. Vondra, beneficiary under Last Will and
Testament filed with the Cumberland County Orphan's Court.
PROOF OF PUBLICATION OF NOTICE
IN CUMBERLAND LAW JOURNAL
(Under Act No. 587, approved May 16, 1929), P. L.1784
COMMONvVEAL TH 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 law, deposes and says that the Cumberland Law
Journal, a legal pC'rioc1icd 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 8S was ]lrinted in the regular editions and issues of the said Cumberland Law
Journal on the J\lllowing dates,
VIZ:
Novel1lber 24, December 1, 8, 2006
Affiant I"l:nller deposGs that he is authorized to verify this statement by the Cumberland
Law JOU1l181, ~l legal puioclical of general circulation, and that he is not interested in the subject
matter of the :ll"Ores:lid notice or advertisement, and that all allegations in the foregoing
statements as to lime, place and character of publication are true.
2
Vondra. Roseann c., dec'd.
Late of Upper Allen Township,
Executrix: Carolyn Mastro, 1055
Strawbeny Avenue, Vineland. NJ
08360.
Attorneys: Edmund G. Myers.
Esquire, Johnson, Duffie, Stew-
art & Weidner. 301 Market St.,
P.O. Box 109. Lemoyne. PA
17043-0109.
SWORN TO AND SUBSCRIBED before me this
8 day of December. 2006
NOT AR Al SEAL
LOIS E. SNYDER, Notary Public
CarHsle 8oro, Cumberland County
My Commission Expires March 5, 2009
i
CUMBERLAND LAW JOURNAL
32 SOUTH BEDFORD STREET
CARLISLE, P A 17013
December 8, 2006
Cumberland Law Journal 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:
Edmund G. Myers, ESQUIRE
Roseann C. Vondra, 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 24, December 1, 8,2006
Advertising Cost
Proof of Publication
Second Proof Request
Payment received
Total Amount Due
Becky H. Morgenthal, Executive Director
75.00
$ 0.00
$ 0.00
$ 75.00
-------------
$ 00.00
REceIVED
DEe 1 2 2006
STE~A~jSON, DIJEfl.s~",
AND WR::d)faLr
THE PATRIOT NEWS
THE SUNDAY PATRIOT NEWS
Proof of Publication
Under Act No. 587, Approved May 16, 1929
Commonwealth of Pennsylvania, County of Dauphin} ss
Joseph A. Dennison, being duly sworn according to law, deposes and says:
That he is the Assistant Controller of The Patriot News Co., a corporation organized and existing under the
laws of the Commonwealth of Pennsylvania, with its principal office and place of business at 812 to 818 Market
Street, in the City of Harrisburg, County of Dauphin, State of Pennsylvania, owner and publisher of The Patriot-
News and The Sunday Patriot-News newspapers of general circulation, printed and published at 812 to 818 Market
Street, in the City, County and State aforesaid; that The Patriot-News and The Sunday Patriot-News were
established March 4th, 1854, and September 18th, 1949, respectively, and all have been continuously published ever
smce;
That the printed notice or publication which is securely attached hereto is exactly as printed and published
in their regular daily and/or Sunday/ Metro editions which appeared in the 22nd and 29th day(s) of November and
the 6th day(s) of December 2006. That neither he nor said Company is interested in the subject matter of said
printed notice or advertising, and that all of the allegations of this statement as to the time, place and character of
publication are true; and
That he has personal knowledge of the facts aforesaid and is duly authorized and empowered to verify this
statement on behalf of The Patriot-News Co. aforesaid by virtue and pursuant to a resolution unanimously passed
and adopted severally by the stockholders and board of directors of the said Company and subsequently duly
recorded in the office for the Recording of Deeds in and for said County of Dauphin in Miscellaneous Book "M",
Volume 14, Page 317.
PUBLICATION
COPY
s~~;;;;~:~.;~.2P.=:~~~~~~;.;~~~.~;;.....
NOTICE
NOTICE IS HEREBY GIVEN that Let-
ters Testamentary have been granted to
the undersigned In' the Estate of
Roseann C. Vondra. late of Upper Allen
Township. Mechanlcsburg. Cumberland
County. Pennsylvania. who died on Octo-
ber 17. 2006.
All persons Indebted to the Estate are
required to make payment. and those
having claims or demands are to present
the same without delay to the following:
Carolyn Mastro. Executrix
1155 Strawberry Avenue
Vineland, New Jersey llI360
Or"
Edmund G. Myers, Attorney
Johnson. Duffie. Stewart & Weidner
311 Market street
P.O. Box 109
Lemoyne, PA 17143
~!d~
NO AAY PUBLIC
JOHNSON, DUFFIE, STEWART & WEIDNER
ATTN: ROBERT WALKER
301 MARKET STREET
P.O. BOX 109
LEMOYNE, PA. 17043-0109
. ~c patriot -1\lcws
Now you know
Order Confirmation
Customer
JOHNSON, DUFFIE, STEWART & WEIDNER
Orderer Account Number
12590
Payer
Payer Account Number
12590
Ad Order Number 0001605826
Sales Rep. rholton
Order Taker rholton
Order Source Fax
Special PricinQ None
PO Number ESTATE OF VONDRA
Ordered By DANA
Customer Fax
Customer EMail mail@jdsw.com
Customer Phone 717 -761-4540
Payer Phone 717-761-4540
JOHNSON, DUFFIE, STEWART & WEIDNER
ATTN: ROBERT WALKER,301 MARKET
STREET,P.O. BOX 109
Lemoyne PA 17043-0109 USA
Tear Sheets
1
Proofs
o
Affidavits
1
Blind Box
Promo Type
Invoice Text
Materials
Total Ad Cost
$150.21
Payment Amount
$0.00
Payment Method
Amount Due
$150.21
Ad Number Ad Type
0001605826-0. Legal Liners
Ad Size
: 1.0X21 Li
Color
<NONE>
Production Method Production Notes
Ad Booker
Product Information
Classification
# Inserts
Run Dates
PNCO: :Full Run
846-Estate Notices-West
3
11/22/2006, 11/29/2006, 12/6/2006
Run Schedule Invoice Text
NOTICE NOTICE IS HEREBY GIVEN.}I;l at Letters Testamentary have bee
E5-/a-le I/T I( tJ5eq/l/J C/ Y/;/7drd
12/6/20068:42:34AM
1
*'
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF PUBLIC WELFARE
BUREAU OF FINANCIAL OPERATIONS
DIVISION OF THIRD PARTY LIABILITY
ESTATE RECOVERY PROGRAM
PO BOX 8486
HARRISBURG, PA 17105-8486
November 27, 2006
REceIVED
DEe 0 4 2006
sTioHNSON. DUFFit
WART AND ~\J[::;n",;
. . ,~ :..., ~ ~'./ ~ -;l L '
JOHNSON DUFFIE STEWART & WEIDNER PC
DANA L WIESEMAN PARALEGAL
301 MARKET ST
PO BOX 109
LEMOYNE PA 17043-0109
Re: ROSEANN C VONDRA
SSN: 155-18-3448
Dear Ms. Wieseman:
Pursuant to your letter dated November 09, 2006, the Department of
Public Welfare (DPW), Estate Recovery Program, has reviewed the information
you provided regarding the above-referenced individual.
It has been determined that this individual did not receive any type of
assistance during the questioned period.
Therefore, according to the information you provided, the Department's
Estate Recovery Program will not seek any recovery from this estate.
If you have any questions, please feel free to contact me.
Sincerely,
~ 9-PA.O~lL-
Carole A. Procope
Recovery Section Manager
(717) 772-6604
COURT OF COMMON PLEAS OF CUMBERLAND COUNTY
PENNSYLVANIA ORPHANS' COURT DIVISION
NO. 21-2006-00983
IN THE ESTATE OF ROSEANN C. VONDRA
LATE OF TOWNSHIP OF UPPER ALLEN
CUMBERLAND COUNTY, PENNSYLVANIA, DECEASED
NOTICE
NOTICE is hereby given that the First and Final Account and Statement of Proposed
Distribution of Carolyn Mastro, Executrix of the Last Will and Testament of Roseann C. Vondra,
will be filed in the Office of the Clerk of the Orphans' Court Division of the Court of Common
Pleas of Cumberland County, Pennsylvania, on or before May 16, 2008 and that the same will
be confirmed by the Court on June 17, 2008, unless written objections are filed with the Clerk of
the Orphans' Court Division on or before 9:00 A.M. (prevailing time) on June 17, 2008 in
accordance with the Rules of the Orphans' Court Division of the Cumberland County Court of
Common Pleas.
A copy of the First and Final Account and Statement of Proposed Distribution is
enclosed herewith.
Edmund G. Myers
Johnson, Duffie, Stewart & Weidner
301 Market Street
P.O. Box 109
Lemoyne, PA 17043-0109
(717) 761-4540
To:
Ms. Mary Ann Rozanski Mr. Mark Vondra
13807 North Gate Lane 290 Sweetbriar Circle
Silver Spring, Maryland 20906 King of Prussia, PA 19406
Mr. Norbert Vondra Mr. Howard J. Vondra
1099 Swans Way 913 Morning Side Drive
Elmer, New Jersey 08318 Miami, Florida 33166
Ms. Judith E. Vondra Mr. Stephen Vondra
3563 Splitwood Road th
7701 SW 100 Avenue
Toano, Virginia 23168 Miami, Florida 33173
Ms. Carolyn Mastro
1055 Strawberry Avenue
Vineland, New Jersey 08360
IN RE: ESTATE OF ROSEANN C. VONDRA,
LA TE OF UPPER ALLEN TOWNSIDP,
CUMBERLAND COUNTY, PENNSYLVANIA
IN THE COURT OF COMMON PLEAS
OF CUMBERLAND COUNTY
ORPHANS' COURT DIVISION
NO. 2006-00983
PA File No. 21-06-0983
DISCLAIMER
1, FRANCIS VONDRA, hereby exercise the rights granted to me in Chapter 62 of the Probate, Estates and
Fiduciaries Code, 20 Pa. C.S.A. SS 6201-6207, and disclaim all my right, title and interest as a beneficiary of the rest,
residue and remainder of the Estate of ROSEANN C. VONDRA.
IN WITNESS WHEREOF, intending to be legally bound hereby and intending that this Disclaimer be filed
with the Clerk of the Orphans' Court Division of the Court of Common Pleas of Cumberland County, Pennsylvania, as
provided in 20 Pa. C.S.A. S 6204 (a), I have hereunto set my hand and seal this ~ 5' day of
2007.
Signed, Sealed and Delivered
in the Presence of /Y /J ~
d~~ CZ ~(
-----
70~ j. Z/~
FRANCIS VONDRA
ST ATE OF FLORIDA
SS.
COUNTY OF
On this, the~ 6
day of I 007, before me, the undersigned officer, personally
appeared FRANCIS VONDRA, know to me (or satisfactorily proven) to be the person whose name is subscribed to
the within instrument, and acknowledged that he executed the same for the purposes therein contained.
IN WITNESS WHEREOF, I hereunto set my hand and official seal.
~'t/&-k-
Notary Public
My Commission Expires:
,,'~~';Y~~IIII F~c~s E. Cade
L~~'~.~ Co~s~lOn#DD319532
~~. "1):~~ Exprres. Jun 29, 2008
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