The URL can be used to link to this page

Home My WebLink About07-11-08 (2)~J = ~~7Za~. ~~ IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA ORPHANS' COURT DIVISION FIRST AND FINAL ACCOUNT OF MURREL R. WALTERS III, ESQUIRE, EXECUTOR OF THE ESTATE OF JANE S. WHITMOYER, LATE OF UPPER ALLEN TOWNSHIP, CUMBERLAND COUNTY, PENNSYLVANIA, DECEASED. ESTATE NO. 21-07-0678 DATE OF DEATH: July 10, 2007 DATE OF ISSUANCE OF LETTERS TESTAMENTARY: July 18, 2007 DATE OF ADVERTISEMENT OF LETTERS TESTAMENTARY: The Patriot-News: August 8, August 15, August 22, 2007 Cumberland Law Journal: August 3, August 10, and August 17, 2007 ,,, c~ ;_~ ~ r ._. ~C~`= ~~ -3 ---~ OD -'~.~ Purpose of Account: Murrel R. Walters, lll, Esquire, Executor, offers this account to acquaint interested parties with the transactions that have occurred during this Administration. In addition, Murrel R. Walters, lll, Esquire would like to inform the interested parties of the proposed distribution of estate residue to the beneficiary in accordance with the decedent's Last Will & Testament. It is important that fhe Account be carefully examined. Requests for additional information, questions or objections can be discussed with: Murrel R. Walters, lll, Esquire 54 East Main Street Mechanicsburg, PA 17055 Supreme Court I.D. #24849 (717) 697-4650 ~~- ~ , ~ ~_-} . ~~ ~!~a _r. ~ ~:r < r--~ -?'i -'~ C _? ~_, ~ ,." ~ Yl R' ESTATE OF JANE S WHITMOYER, DECEASED SUMMARY OF ACCOUNT PRINCIPAL-PERSONALTY INVENTORY -DATE OF DEATH PAGE 3 $ 1,488,449.83 RECEIPTS PRINCIPAL -PERSONALTY PAGE 4-5 $ 6,680.87 DISBURSEMENTS PRINCIPAL -PERSONALTY PAGE 6 $ (166,027.41) PAYMENTS OF DISTRIBUTIVE SHARE PAGE 7 $ (465,000.00) $ 864,103.29 INCOME-PERSONALTY RECEIPTS PAGE 8 $ 13,100.70 DISTRIBUTION OF RESIDUE PAGE 9 $877,203.99 Page 2 ESTATE OF JANE S WHITMOYER, DECEASED INVENTORY -DATE OF DEATH JULY 10, 2007 Description Amount 177 SHARES FULTON FINANCIAL CORP $ 2,143.19 500 SHARES SUSQUEHANNA BANCSHARES $ 9,694.84 1700 SHARES NUVEEN PENNSYLVANIA $ 21,975.78 CITIZENS BANK, CERTIFICATE OF DEPOSIT $ 102,211.28 ORRSTOWN BANK, CERTIFICATE OF DEPOSIT $ 107,760.06 SOVEREIGN BANK, CERTIFICATE OF DEPOSIT $ 30,872.61 AMERICAN NATIONAL INSURANCE CO, ANNUITY $ 50,090.70 SYMETRA FINANCIAL, ANNUITY $ 83,101.05 LEGACY BANK, CERTIFICATE OF DEPOSIT $ 150,188.73 LEGACY BANK, CERTIFICATE OF DEPOSIT $ 100,098.03 TRANSAMERICA LIFE INSURANCE CO, ANNUITY $ 80,184.19 THRIVENT FINANCIAL FOR LUTHERANS, ANNUITY $ 26,804.04 THRIVENT FINANCIAL FOR LUTHERANS, ANNUITY $ 9,481.21 THRIVENT FINANCIAL FOR LUTHERANS, ANNUITY $ 14,656.13 THRIVENT FINANCIAL FOR LUTHERANS, ANNUITY $ 5,702.96 PNC BANK, CERTIFICATE OF DEPOSIT $ 100,042.60 FULTON BANK, MONEY MARKET FUND $ 431,215.23 FULTON BANK, CERTIFICATE OF DEPOSIT $ 104,212.49 FULTON BANK, CERTIFICATE OF DEPOSIT $ 55,150.96 PA EMPLOYEE BENEFIT TRUST, REFUND ON HEALTH INS $ 746.75 US TREASURY, REFUND ON 2007 INCOME TAX $ 2,117.00 TOTAL INVENTORY -DATE OF DEATH $ 1,488,449.83 Page 3 ESTATE OF JANE S WHITMOYER, DECEASED PRINCIPAL-PERSONALTY Receipts Conversion of Assets without Gain or Loss 7/27/2007 Redemption, Citizens Bank Certificate of Deposit $ 102,211.28 Inventory Value $ 102,211.28 $ - 10/17/2007 Sale of 1700 shs Nuveen Pennsylvania $ 21,975.78 Inventory Value $ 21,975.78 $ - 11 /30/2007 Refund from Pa Employ Benefit Trust $ 746.75 Inventory Value $ 746.75 $ - 12/26/2007 Sale of 500 shs Susquehanna Bancshares $ 9,694.84 Inventory Value $ 9,694.84 $ - 12/26/2007 Sales of 179 shs Fulton Financial Corp $ 2,143.19 Inventory Value $ 2,143.19 $ - 4/15/2008 Refund USTreasury-Income Tax refund $ 2,117.00 Inventory Value $ 2,117.00 $ - Gain on Conversion of Assets 8/24/2007 Redemption, Orrstown Bank Certificate of Deposit $ 108,442.49 Inventory Value $ 107,760.06 $ 682.43 8/24/2007 Redemption, Sovereign Bank, Certificate of Deposit $ 30,950.52 Inventory Value $ 30,872.61 $ 77.91 9/5/2007 Redemption, American National Ins Co -Annuity $ 50,223.76 Inventory Value $ 50,090.70 $ 133.06 9/18/2007 Redemption, Symetra Life Ins Co -Annuity $ 83,526.11 Inventory Value $ 83,101.05 $ 425.06 9/19/2007 Redemption, Legacy FNB Bank, Certificate of Deposit $ 150,308.95 Inventory Value $ 150,188.73 $ 120.22 9/19/2007 Redemption, legacy FNB Bank, Certificate of Depotsit $ 100,160.47 Inventory Value $ 100,098.03 $ 62.44 9/25/2007 Redemption, Transamerica Life Ins Co -Annuity $ 80,394.06 Inventory Value $ 80,184.19 $ 209.87 Page 4 ESTATE OF JANE S WHITMOYER, DECEASED PRINCIPAL-PERSONALTY(CONTINUED) Gain on Conversion of Assets (continued) 12/4/2007 Redemption, Fulton Bank, Money Market Account $ 435,564.26 Inventory Value $ 431,215.23 $ 4,349.03 12/4/2007 Redemption, Fulton Bank, Certificate of Deposit $ 105,922.86 Inventory Value $ 104,212.49 $ 1,710.37 $ 6,059.40 Loss on Conversion of Assets 9/25/2007 Redemption, Thrivent Fin. For Lutherans -Annuity $ 26,179.93 Inventory Value $ 26,804.04 $ (624.11) 9/25/2007 Redemption, Thrivent Fin. For Lutherans -Annuity $ 9,458.37 Inventory Value $ 9,481.21 $ (22.84) 9/25/2007 Redemption, Thrivent Fin. For Lutherans -Annuity $ 14,606.04 Inventory Value $ 14,656.13 $ (50.09) 9/25/2007 Redemption, Thrivent Fin. For Lutherans -Annuity $ 5,392.90 Inventory Value $ 5,702.96 $ (310.06) 11/14/2007 Redemption, PNC Bank, Certificate of Deposit $ 100,006.14 Inventory Value $ 100,042.60 $ (36.46) 12/4/2007 Redemption, Fulton Bank, Certificate of Deposit $ 55,105.00 Inventory Value $ 55,150.96 $ (45.96) Total Principal-Personalty Receipts $ 6,680.87 Page 5 ESTATE OF JANE S WHITMOYER, DECEASED PRINCIPAL-PERSONALTY Disbursements Debts of Decedent 7/16/2007 Social Security Repayment $ 1,343.00 7/31/2007 Alert Pharmacy - O/S check prior to Death $ 73.00 8/15/2007 Messiah Village, Final Room and Board billing $ 9,452.50 8/27/2007 PEBTF -Health Insurance Balance due $ 890.36 8/17/2007 Whitcomb Accounting Service Prior to Death $ 1,440.00 8/27/2007 PSERS -Refund Overpayment Retirement $ 2,866.52 9/6/2007 Alert Pharmacy -Final Billing $ 35.01 12/10/2007 Bonnie Miller, Tax Collector -Final Per Capita $ 11.00 4/15/2008 Pa Department of Revenue - 2007 State Inc Tax Due $ 308.00 Taxes 4/15/200$ Register of Will, Agent for the Commonwealth of Pa Inheritance tax deposit 5/29/2008 Register of Will, Agent for the Commonwealth of Pa Inheritance tax balance Administration Expenses 8/29/2007 Cumberland Law Journal -Advertising 8/29/2007 Patriot News -Advertising 9/25/2007 Shiremanstown United Methodist Church-Funeral Meal various Bank Service Charges -Estate Account 7/7/2008 Probate fees 7/7/2008 Murrel R. Walters, III Esquire -Executor Fees 7/7/2008 Murrel R. Walters, III Esquire -Attorney Fees 7/7/2008 Whitcomb Accounting Services -Accounting Fees 7/7/2008 Whitcomb Accounting Services -Tax Return Prep Fees Total Principal-Personalty -Disbursements $ 60,000.00 $ 12,838.34 $ 75.00 $ 134.46 $ 1,000.00 $ 47.54 $ 1,988.00 $ 43,042.43 $ 21, 582.25 $ 5,250.00 $ 3,650.00 $ 166,027.41 Page 6 ESTATE OF JANE S WHITMOYER, DECEASED PAYMENTS ON ACCOUNT OF DISTRIBUTIVE SHARE PRINCIPAL- PERSONALTY PAYMENTS IN FULL SATISFACTION OF SPECIFIC BEQUEST PER SECTION III OF THE LAST WILL AND TESTAMENT OF JANE S WHITMOYER, DECEASED 12/17/2007 THOMAS WHITMOYER $ 100,000.00 12/17/2007 MARCY WRIGHT $ 90,000.00 12/17/2007 MAGGIE BARKLEY $ 90,000.00 12/17/2007 DAVID SWARTZ $ 30,000.00 12/17/2007 MARK SWARTZ $ 30,000.00 12/17/2007 LARRY SWARTZ $ 30,000.00 12/17/2007 BETH REICHENBACH $ 22,500.00 12/17/2007 CRAIG SHEAFFER $ 22,500.00 12/17/2007 BRIAN SHEAFFER $ 22,500.00 12/17/2007 KAREN HUSSER $ 22,500.00 12/17/2007 KATHY LUTHER $ 5,000.00 TOTAL PAYMENTS PER BEQUEST $ 465,000.00 Page 7 ESTATE OF JANE S WHITMOYER, DECEASED INCOME-PERSONALTY Annuity Income 7/11/2007 Thrivent Financial -post death $ 446.30 7/13/2007 Thrivent Financial -post death $ 669.12 7/18/2007 Trans American Life Insurance -post death $ 201.14 7/20/2007 American National Life Insurance -post death $ 123.62 8/6/2007 Thrivent Financial -post death $ 204.46 8/10/2007 Thrivent Financial -post death $ 325.62 8/10/2007 Thrivent Financial -post death $ 446.30 8/10/2007 Thrivent Financial -post death $ 669.12 Interest Income PNC Bank -post death $ 974.08 1st National Bank -post death $ 1,643.40 Fulton Bank -post death $ 1,134.97 Sovereign Bank -post death $ 184.36 Citizens Bank -post death $ 2,539.19 Dividend Income Nuveen Pennsylvania -post death $ 363.80 Fulton Financial -post death $ 53.70 Susquehanna Bancshares -post death $ 255.00 Miscellaneous Income Retirement income received post death $ 2,866.52 Total Income- Personalty Receipts $ 13,100.70 Page 8 ESTATE OF JANE S. WHITMOYER, DECEASED PROPOSED DISTRIBUTION SCHEDULE TO: AMERICAN HEART FUND 1/3 $ 292,401.33 AMERICAN CANCER SOCIETY 1/3 $ 292,401.33 ARTHRITIS FOUNDATION 1/3 $ 292,401.33 TOTAL PROPOSED DISTRIBUTION $ 877,203.99 VERIFICATION Murrel R. Walters, III, Esquire, verifies that he is the Executor of the Estate of Jane S. Whitmoyer, deceased; and that the Executor has fully and faithfully discharged the duties of his office; that the foregoing First and Final Account is true and correct and fully discloses all significant transactions occurring during the accounting period; that all known claims against the Estate have been paid in full; that to his knowledge there are no claims now outstanding against the Estate; and that all taxes presently due from the Estate have been paid. I understand that false statements are subject to the penalties of 18 Pa. C.S. Section 4904 relating to unsworn falsification to authorities. ~ ,/' /; f. ~ , l = ,~~ ~ ~ Dated: ~ ~~ ~~d~ " Murrel R. Walters, III, Esquire r Page 9 DECEDENT'S ESTATE c-~ COURT OF COMMON PLEAS OF ~..=o CUMBERLAND COUNTY, PENNSYLVANIA ,:~~ ORPHANS' COURT DIVISION , , ~; ;,_30 r_, ~~-~ ~~~ '~ 1--i ESTATE OF JANE S. WHITMOYER , DECEASE No. 21-07-0678 PETITION FOR ADJUDICATION / STATEMENT OF PROPOSED DISTRIBUTION PURSUANT TO Pa. O.C. Rule 6.9 N _a_ z ~'. c,- > ~:~ t° ,, , <- ~, ~_~> _ _ -,-z ~~~~_ CX~ ~ ~ ':: T -..i ,. 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. INCL UDE ATTACHMENTS AT THE BACK OF THIS FORM. Name of Counsel: MURREL R. WALTERS III Supreme Court LD. No.: 24849 Name of Law Firm: MURREL R. WALTERS III, ESQ. Address: 54 EAST MAIN STREET, MECHANICSBURG, PA 17055 Telephone: 717-697-4650 Fax: 717-697-9395 Form OC-0/ rev. 10.13.06 Page 1 of 10 Estate of JANE S. WHITMOYER 1. Name(s) and address(es) of Petitioner(s): Name: MURREL R. WALTERS III, ESQ. Address: 54 EAST MAIN STREET MECHANICSBURG, PA 17055 Identify any executors or administrators who have not joined in the Petition for Adjudication and Statement of Proposed Distribution and state reason: Deceased Is this the first accounting by this fiduciary? ..................... ~ Yes ~ No If not, identify prior accountings, the accounting periods covered, and the date of adjudication of the prior accounting. 2 Decedent died on July 10, 2007 Letters Testamentary or Q Letters of Administration were granted to Petitioner(s) on Julv 18.2007 Date of Will (if applicable): March 8, 2004 Date(s) of Codicil(s) (if applicable): None Date of probate (if different from date Letters granted): Was a bond required? Yes No If yes, state amount: Are proofs of advertising of the grant of Letters attached? ......... Yes No Dates of advertising of the grant of Letters: patriot -News: August 8, 15 & 22, 2007; Cumberland Law Journal: August 3, 10 & 17, 2007 FormOC-0/ rev. 10./3.06 Page 2 of 10 Estate of JANE S. WHITMOYER Deceased 3. Was decedent survived by a spouse? ............................. DYes ®/ No If yes, name of the surviving spouse: 4. Has the surviving spouse filed to take an elective share? ............. Yes No (See Section 2201 et sue. of the Probate, Estates and Fiduciaries Code) If yes, date of 5. In the case of an intestacy, state the names of the decedent's surviving children or surviving issue of deceased children (f none, so state): none 6. Did decedent marry after execution of Will or Codicil(s)? ........... ~ Yes ~/ No Were any children born to decedent after execution of Will or Codicil(s)? ........................................... Yes ~ 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. § 1412, was a request for a statement of claim sent to the Department of Public Welfare? .............................. ~ Yes ~ No Form OC-01 rev. 10.13.06 Page 3 of 10 Estate of JANE S. WHITMOYER Deceased Written notice of the Audit as required by Pa. O.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. O.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. O.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: Form OC-01 rev. 10.13.06 Page 4 of 10 A. State each party's relationship to the decedent and the nature of each party's interest(s): Estate of JANE S. WHITMOYER Deceased 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 OC-0! rev. !0.!3.06 Page 5 of 10 Estate of JANE S. WHITMOYER ,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? Yes Yes No ^ No Yes Q Yes No No Yes ~ Yes ~No ~ No Yes Yes No No If the estate is insolvent, attach a schedule setting forth the order of preference under 20 Pa.C.S. § 3392 and the proposed payments. 11. Was family exemption claimed? ................................ Yes mNo Was family exemption allowed? ................................ Yes ONo Family exemption claimant's name and relationship: Name: Relationship: Form OC-O! rev. 10.13.06 Page 6 of ] 0 Estate of JANE S. WHITMOYER Deceased 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 4/15/08 $60,000.00 5/29/08 $12,838,34 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? ................... ^ Yes ~ 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: B. Has notice of the question requiring adjudication been given to the parties identified in Paragraph 9 above? .................. 0 Yes ~ No 15. If Petitioner(s) has/have knowledge that a share has been assigned, renounced, disclaimed or attached, provide a copy of the assignment, renunciation, disclaimer or attachment, together with any relevant supporting documentation. Form OC-01 rev. 10.13A6 Page 7 of 10 Estate of JANE S. WHITMOYER Deceased 16. Had the decedent been adjudicated an incapacitated person? .......... Yes ~ 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. B. Has notice of the additional receipts and disbursements been given to the parties identified in Paragraph 9 above? ............. ~ Yes ~ No 18. If a reserve is requested, state amount and purpose. Amount: Purpose: If a reserve is requested for counsel fees, has notice of the amount of fees to be paid from the reserve been given to the parties in interest? ........................................ Yes ~No If so, attach a copy of the notice. 19. Is the Court being asked to direct ~1No the filing of a Schedule of Distribution? .......................... Yes As to real estate only? ........................................ Yes ~ No Form OC-01 rev. 10.13.06 Page 8 of 10 Estate of JANE S. WHITMOYER 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) B. Principal: Proposed Dtstributee(s) Amount/Proportion Amount/Proportion Submitted By: (All petitioners must sign. Add additional lines if nec %.7 i ~.. Name of Petitioner: MURREL R. WALTERS III, E~ Name of Petitioner: Form OC-01 rev. 10.13.06 Page 9 of 10 Estate of JANE S. WHITMOYER ,Deceased Verification of Petitioner (Verification must be by at least one petitioner.) The undersigned hereby verifies * (that heiShe he is true Executor of the above-named name of corporation Estate and] that the facts set forth in the foregoing Petition for Adjudication /Statement of Proposed Distribution which are within the personal knowledge of the Petitioner are true, and as to facts based on the information of others, the Petitioner, after diligent inquiry, believes them to be true; and that any false statements herein are made subject to the penalties of 18 Pa. C.S. § 4904 re,~ating to.unsworn falsification to authorities). ,~ ~ ~ ~~ ~ ~r Signature of Petitioner Murrel R. Walters, III, Esq. * 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 repr du tion of the form Petition authorized by the Supreme Court, and that no changes to the ha be n m~' beyond the responses herein. ~-' ~'~ Signature oflCounsel for~'etitioner Murrel. R. Waiters, III, Esq. Form OC-0l rev. 10.13.06 Page 10 of 10 REV-1513 EX + (8-nm SCHEDULE J COMMONWEALTH OF PENNSYLVANIA BENEFICIARIES INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER WHITM Y R AN 1 7 RELATIONSHIP TO DECEDENT AMOUNT OR SHARE NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY Do Not List Trustee(s) OF ESTATE I TAXABLE DISTRIBUTIONS [include outright spousal distributions, and transfers under Sec. 9116 (a) (1.2)] 1. MARCY WRIGHT NIECE 90,000.00 P.O. BOX 647 MORGANTOWN, PA 19543 2. JANET MARGUERITE BARKLEY NIECE 90,000.00 371 N. MIDDLEEX ROAD CARLISLE, PA 17015 3. MARK SWARTZ GREAT NEPHEW 30,000.00 1183 YORK ROAD MECHANICSBURG, PA 17055 4. LARRY SWARTZ GREAT NEPHEW 30,000.00 232 NORTH HIGH STREET BIGLERVILLE, PA 17307 5. DAVID SWARTZ GREAT NEPHEW 30,000.00 3465 TUSCARORA PASS LOYSVILLE, PA 17047 6. THOMAS WHITMOYER NEPHEW 100,000.00 21 LINBERG DRIVE TRUMBULL, CT 06611 7. CRAIG M. SHEAFFER GREAT NEPHEW 22,500.00 65 SHEAFFER LANE ICKESBURG, PA 17027 ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18, AS APPROPRIATE, ON REV-1500 COVER SHEET II. NON-TAXABLE DISTRIBUTIONS: 1. A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS 1. HEART FUND 2 9 2, 4 01.3 3 1019 MOMMA ROAD WORMLEYSBURG, PA 17043 2. AMERICAN CANCER SOCIETY 2 9 2, 4 01.3 3 128 LUCY AVENUE HERSHEY, PA 17033 3. ARTHRITIS FOUNDATION 2 9 2, 4 0 1. 3 3 17 S. 19TH STREET CAMP HILL, PA 17011 TOTAL OF PART II -ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET $ (If more space is needed, insert additional sheets of the same size) Continuation of REV-1500 Inheritance Tax Return Resident Decedent WHITMOYER JANE S. 21 07 00678 Decedent's Name Page 1 File Number Schedule J -Beneficiaries -1 NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY RELATIONSHIP TO DECEDENT Do Not List Trustee(s) AMOUNT OR SHARE OF ESTATE I TAXABLE DISTRIBUTIONS (include outright spousal distributions) 8. KAREN LOUISE HEUSSER GREAT NIECE 22,500.00 124 GRAYSTONE DRIVE HUMMELSTOWN, PA 17036 9. BETH D. REICHENBACH GREAT NIECE 22,500.00 117 SHEAFFER LANE ICKESBURG, PA 17037 10. BRIAN D. SHEAFFER GREAT NEPHEW 22,500.00 R.D. BOX 647 MORGANTOWN, PA 19543 11. KATHY LUTHER FRIEND 5,000.00 7 SUSSEX CIRCLE CAMP HILL, PA 17011 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 Shannon D. Billhime, being duly sworn according to law, deposes and says: That she is a Staff Accountant with 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 since; 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 8th, 15th and 22nd day(s) of August 2007. 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 Sworn to and subscribed~hefore,~nethis-22nd-day:of August 2007 A.D. r.. ESTATE NOTICE Letteis Tesiamentarv on itu Estate of Jane 5. Whitmorer, of Upper Allen Township, Cumberland County, Penn- svtvaniw deceased, hwe Keen groMed fo Nie undersigned. All persons knowing themselves to be indebted to said estate Witt make OaY- meet immediately and those having Claims will present them for settlement to: MarreN R. Walters Ill, Esquire 54 Egsf Main Street Medwnicsburg, PA 77955 Mgrref R. Wafters, ill A1MraeY~-Law 54 East Main Street - Mechanicsburg, PA 17055 MURREL R. WALTERS, III ATTORNEY-AT-LAW 54 EAST MAIN STREET MECHANICSBURG, PA. 17055-3851 PROOF OF PUBLICATION OF NOTICE IN CUMBERLAND LAW JOURNAL (Under Act No. 587, approved May 16, 1929), P. L.1784 COMMONWEALTH OF PENNSYLVANIA COUNTY OF CUMBERLAND ss. Lisa Marie Coyne, Esquire, Editor of the Cumberland Law Journal, of the County and State aforesaid, being duly sworn, according to law, deposes and says that the Cumberland Law Journal, a legal periodical published in the Borough of Carlisle in the County and State aforesaid, was established January 2, 1952, and designated by the local courts as the official legal periodical for the publication of a111ega1 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: August 3, August 10, and August 17, 2007 Affiant further deposes that he is authorized to verify this statement by the Cumberland L,aw 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. isa Marie Coyne, ditor Whitmoyer, Jane S., decd. Late of Upper Allen Township. Executor: Murrel R. Walters, III, Esquire, 54 East Main Street, Mechanicsburg, PA 17055. Attorney: Murrel R. Walters, III, Esquire, Attorney-at-Law, 54 East Main Street, Mechanicsburg, PA 17055. SWORN TO AND SUBSCRIBED before me this 17 day of Au>;llst, 2007 Notary NOTAR- DEBORAH A COLLINS Notary PubitC CARLtSIE BORO, CUMBERlANO COUNN My Commissfal Expires Apr 28, 2010