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Home My WebLink About10-10-08a a. , F ~~. ~ /~'. -_ In the Court of Common Pleas of Cumberland County, Pennsylvania Orphans' Court Division File No. 2008-00163 Estate of Thelma M. Miller, Deceased Late of Borough of Lemoyne First and Final Account Donna L. Witmer and Linda C. Ferich, Executors Date of Death: Date of Incapacity, if any: Date of Executors' Appointment: Date of First Complete Advertisement: Accounting for the period: 01/29/2008 None 02/15/2008 03/29/2008 01/29/2008 to 10/06/2008 Purpose of Account: Donna L. Witmer and Linda C. Ferich, Executors, offer 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: David M Laucks Esq. Laucks 8~ Laucks, LLP 105 West Broadway Red Lion, PA 17356 r"'~ C' 7 ~._ _. F-- i t - .: L._ ~ , __._ ~~ ~ `l .___' ; , :~ ~ i .. 1.. . C'~ 717-244-3272 Supreme Court I.D. No. 49677 "-=^ .:.:x ,~...~ ~, ~O ~, _ _,_, -~.~ - : -~ _ i (.~ N /~ i SUMMARY OF ACCOUNT Estate of Thelma M. Miller, Deceased For the period of January 29, 2008 through October 6, 2008 Proposed Distributions to Beneficiaries PRINCIPAL Receipts: This Account Net Gain (or Loss) on Sales or Other Dispositions Less Disbursements: Debts of Decedent Funeral Expenses Administration Expenses Federal, State 8 Local Taxes Commissions Fees Family Exemption Balance Before Distributions Transfer to (from) Principal Distributions to Beneficiaries Principal Balance on Hand For Information: Investments Made Changes in Holdings INCOME Receipts This Account Net Gain (or Loss) on Sales or Other Dispositions Less Disbursements Balance Before Distributions Transfer to (from) Income Distributions to Beneficiaries Income Balance on Hand For Information: Investments Made Changes in Holdings COMBINED BALANCE ON HAND Signature Verification PAGES 12 Fiduciary Current Acquisition Value Value 47,652.63 3 95,928.35 0.00 95,928.35 4-5 963.44 5-6 13,411.97 6-7 23,226.47 7 3,098.39 0.00 7 5,160.00 8 3,500.00 49,360.27 46,568.08 0.00 0.00 9 46,568.08 10 1,084.55 0.00 1,084.55 0.00 1,084.55 0.00 0.00 11 1,084.55 13 14 47,652.63 -2- SCHEDULE A RECEIPTS OF PRINCIPAL Assets Listed in Inventory (Valued as of Date of Death) Cash Fiduciary Acquisition Value Commonwealth of Pennsylvania -Rent rebate 500.00 check Deposit -Return of overpayment 3.00 Sovereign Bank -Cert. of Deposit # 39994 -Date 72,894.48 of Death Balance (Principal) Accrued income on above item through date of 295.17 death United States Treasury -Economic stimulus 300.00 check Total Cash 73,992.65 Total Receipts 73,992.65 Subsequent Principal Receipts 02/13/2008 Witmer, Donna L. -Loan to Estate 21,000.00 10/01/2008 Witmer, Donna L. -Payment to estate for 935.70 inheritance taxes owed on jointly held bank account (paid at discount rate) Total Subsequent Principal Receipts 21,935.70 Total Adjustments and Subsequent Receipts 21,935.70 Total Receipts of Principal 95,928.35 -3- SCHEDULE C DISBURSEMENTS OF PRINCIPAL Debts of Decedent Camghill Emers~encv Physician 0312712008 Fee for services rendered 112.51 DJO. LLC 03/26/2008 Fee for services rendered 10.34 NCO Financial System 03/2712008 Bmg music 59.93 Quantum Imaging 07/08/2008 Fee for services rendered 1.71 Spirit Physicians Service 05/28/2008 Fee for services rendered 135.00 Witmer, Donna L. 10/05/2008 Reimbursement to Donna L. Witmer for payment 75.00 to West Shore Ambulance 1 010 512 0 0 8 Reimbursement to Donna L. Witmer for payment 119.64 to Riverside Ambulance Association 10/05/2008 Reimbursement to Donna L. Witmer for payment 40.75 for decedent's purchase of Jerry Baker's Bird Book 112.51 10.34 59.93 1.71 135.00 -4- SCHEDULE C DISBURSEMENTS OF PRINCIPAL Continued 10/0512008 Reimbursement to Donna L. Witmer for payment to Orthopedic Institute -fee for services rendered 1 010 512 0 0 8 Reimbursement to Donna L. Witmer for payment to Quantum Imaging 8< Therapeutic Assoc. for fee for services rendered to decedent Total Debts of Decedent Funeral Expenses Burn's Funeral Home 04/03/2008 funeral costs Golden Memorial 05/20/2008 Fee to engrave stone 405.27 3.29 643.95 963.44 52.00 52.00 225.00 225.00 Witmer, Donna L. 10/05/2008 10/05/2008 Reimbursement to Donna L. Witmer, for 12,283.46 payment of funeral, paid to Burg's Funeral Home Reimbursement to Donna L. Witmer for food for 851.51 funeral luncheon, honorariums to Church, and funeral flowers 13,134.97 Total Funeral Expenses 13,411.97 Administration Expenses -5- SCHEDULE C DISBURSEMENTS OF PRINCIPAL Continued Laucks &Laucks. LLP 04/11/2008 Reimbursement to Laucks &Laucks, LLP, for costs advanced (Probate Costs) 04/11/2008 Reimbursement to Laucks &Laucks, LLP, for costs advanced (Advertisement to Sentinel and Cumberland Legal Record, fax transmissions and postage costs) 10/06/2008 Reserve held for additional inheritance tax, fiduciary tax, and filing fees Register of Wills 10/06/2008 Filing fees to file Inheritance tax return, inventory, Petition for Adjudication and Accounting Witmer. Donna L. 03/25/2008 Partial repayment of loan paid to estate 03/29/2008 Partial repayment of loan paid to estate 06/20/2008 Partial repayment of loan paid to estate 10/05/2008 Reimbursement to Donna L. Witmer for cost of mailing supplies 10/05/2008 Final repayment to Donna L. Witmer, for loan. made to estate Total Miscellaneous Administrative Expenses Federal, State, and Local Taxes 181.00 344.47 1,500.00 2,025.47 160.00 6,000.00 6,000.00 4,614.22 41.00 4,385.78 160.00 21,041.00 23,226.47 -6- SCHEDULE C DISBURSEMENTS OF PRINCIPAL Continued Reslister of Wills. Anent 03/26/2008 Payment of Inheritance Tax Total Taxes Fees Cox, John, CPA 10106/2008 Fee for preparation of fiduciary tax returns 10/06/2008 Fee for preparation of decedent's final income tax returns (2008) Laucks ~ Laucks, LLP 10/06/2008 Witmer, Donna L. 10/05/2008 Witmer, Donna L. 10/06/2008 Attorney fees 3,098.39 3,098.39 650.00 250.00 3,098.39 4,030.00 Reimbursement to Donna L. Witmer for payment 230.00 to John Cox, CPA, for preparation of decedent's income tax returns (07) Total Fees Familv Exemation Family Exemption 3,500.00 900.00 4,030.00 230.00 5,160.00 -7- SCHEDULE C DISBURSEMENTS OF PRINCIPAL Continued 3,500.00 Total Familv Exemption 3.500.00 TOTAL DISBURSEMENTS OF PRINCIPAL 49,360.27 -8- PRINCIPAL BALANCE ON HAND # Units Description Current Value 10/06/2008 or as Noted Fiduciary Acquisition vii„e Cash Estate Money Market Sovereign #7116 Sovereign Bank Estate Checkin #2281 46,089.65 46,089.65 478.43 478.43 Total Cash 46,568.08 46,568.08 46,568.08 46,568.08 -9- SCHEDULE G RECEIPTS OF INCOME Interest/Bank Estate Money Market Sovereign Bank Acct. # 7116 02/29/2008 Interest credited 81.23 02/29/2008 Interest credited 81.23 03/28/2008 Interest credited 214.76 04/28/2008 Interest credited 133.20 05/29/2008 Interest credited 122.48 06/27/2008 Interest credited 123.45 07/29/2008 Interest credited 119.67 08/29/2008 Interest credited 131.86 1,007.88 Sovereis~n Bank -Cert. of Deposit # 39994 03/10/2008 Interest credited 76.67 76.67 TOTAL BANK INTEREST TOTAL RECEIPTS OF INCOME 1,084.55 1,084.55 -10- INCOME BALANCE ON HAND # Units Description Cash Estate Money Market Sovereign #7116 Current Value Fiduciary 10/06/2008 Acquisition or as Noted Value 1,084.55 1,084.55 Total Cash 1,084.55 1,084.55 1,084.55 1,084.55 -11- PROPOSED DISTRIBUTIONS TO BENEFICIARIES Current Value 10/06/2008 or as noted TO: Donna L. Witmer Witmer, Donna L. -Proposed Distribution of Principal to Donna L. Witmer, as per Article II of Will Witmer, Donna L. -Proposed Distribution of income to Donna L. Witmer, as per Article II of Will TO: Linda C. Ferich Ferich, Linda C. -Proposed Distribution of Income to Linda C. Ferich, as per Article II of Will Ferich, Linda C. -Proposed Distribution of Principal to Linda C. Ferich, as per Article II of Will Total Fiduciary Acquisition Value 23,284.04 542.28 23,826.32 542.27 23,284.04 23,826.31 47,652.63 -12- In the Court of Common Pleas of Cumberland County, Pennsylvania Orphans' Court Division File No. 2008-00163 __ Estate of Thelma M. Miller, Deceased Signatures ~ u~ Donna L. Witmer, Executor AND ,. ~ ~~~ Linda C Ferich, Executor -13- K:\DOCS\CL-M-N\MillerTM.ea\Cert.new.l.wpd -May 5, 2005 - dp:September l9, 2008 (1:S lpm) - DML/dmn CERTIFICATION It is hereby certified that written notice of filing of the account and the call thereof for audit for confirmation has been given to every unpaid claimant who has given written notice of his/her claim to the accountants and to every other person known to the accountant to have or claim an interest in the estate as creditor, beneficiary, heir or next of kin; that such notice stated the date, time and place of the audit, and that any objections to the account must be filed in writing, not later than the audit session of the Court. Such notice was given to the following persons at the addresses listed: Donna L. Witmer 635 Herman Avenue Lemoyne, PA 17043 Linda C. Ferich 115 Chelsea Loop Lancaster, PA 17602 LAUCKS &LAUCKS, LLP . ~'~~~~" By. David M. Laucks, Esq. Attorney for Estate ID # 49677 105 West Broadway Red Lion, PA 17356-2103 In the Court of Common Pleas of Cumberland County, Pennsylvania Orphans' Court Division File No. 2008-00163 Estate of Thelma M. Miller, Deceased Verification Donna L. Witmer and Linda C. Ferich, Executors under the Last Will and Testament of Thelma M. Miller, Deceased, hereby declare under oath that they have fully and faithfully discharged the duties of their office; that the foregoing 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/her knowledge, there are no claims now outstanding against the Estate; that all taxes presently due from the Estate have been paid; and that the grant of Letters Testamentary and the first complete advertisement thereof occurred more than four months before the foregoing Account. This statement is made subject to penalties of 18 Pa. C.S.A. Section 4904 relating to unsworn falsification to authorities. Donna L. Witmer, Executor Dated: ~~ ~(~j to ~ ~ l// -E;1,~e~ Linda .Ferich, Executor -14- DECEDENT'S ESTATE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA ORPHANS' COURT DIVISION ESTATE OF THELMA M. MILLER ,DECEASED No. 2008-00163 rta C _~ t , C7 `~ w ` - - - -~ - PETITION FOR ADJUDICATION / '- - __ _ o -" ` -' STATEMENT OF PROPOSED DISTRIBUTION ... - `=~~ PURSUANT TO Pa. O.C. Rule 6.9 _ -_°-_ - ~ _ _;.~ T~ C.- ~- _ t: ' ~.~ "`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: David M. Laucks Supreme Court I.D. No.: 49677 Name of Law Firm: Laucks &Laucks, LLP Address: 105 W. Broadway, Red Lion, PA 17356 Telephone: 717-244-3272 Fax: 717-244-3374 FormOC-0/ rev. /0./3.06 J Page 1 of 10 Estate of THELMA M. MILLER 1. Name(s) and address(es) of Petitioner(s): Name: Donna L. Witmer Address: 635 Herman Avenue Linda C. Ferich Deceased 115 Chelsea Loop Lemoyne, PA 17043 Lancaster, PA 17602 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? ..................... ~ Yes ^ No If not, identify prior accountings, the accounting periods covered, and the date of adjudication of the prior accounting. 2. Decedent died on 01/29/2008 Letters Testamentary or ~ Letters of Administration were granted to Petitioner(s) on 02/15/2008 Date of Will (applicable): 08/11/1986 Date(s) of Codicil(s) (f applicable): Date of probate (f 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: ~~/~9/~MR nam5i~nnR nail ~i~nnu 02/29/2008, 03/07/2008 03/14/2008 Form OC-01 rev. 10.13.06 Page 2 of 10 Estate of THELMA M. MILLER Deceased 3. Was decedent survived by a spouse? ............................. Yes m No If yes, name of the surviving spouse: 4. Has the surviving spouse filed to take an elective share? ............. DYes Q No (See Section 2201 et s_q. of the Probate, Estates and Fiduciaries Code) If yes, date of election: 5. In the case of an intestacy, state the names of the decedent's surviving children or surviving issue of deceased children (if none, so state): None 6. Did decedent marry after execution of Will or Codicil(s)? ........... ^ Yes m 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 THELMA M. MILLER ,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. List all parties (charitable and non-charitable) of whom Petitioner(s) has/have notice or knowledge, having or claiming any interest in the estate as beneficiaries under the Will or Codicil(s) or as intestate heirs if there is a complete or partial intestacy: A. State each party's relationship to the decedent and the nature of each party's interest(s): and Address ofEach Party in Interest I Relationship and Donna L. Witmer Daughter 635 Herman Avenue Lemoyne, PA 17043 Interest 1/2 interest in estate Linda C. Ferich Daughter 1/2 interest in estate 115 Chelsea Loop Lancaster, PA 17602 Form OC-01 rev. 10.13.06 Page 4 of 10 Estate of THELMA M. MILLER 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-01 rev. 10.13.06 Page 5 of 10 Estate of THELMA M. MILLER ,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 Admitted? Will Claim Be Paid In Full? Yes ~ Yes ~No 0 No DYes 0 Yes No ~No Yes ^ Yes ONo ~No Yes Q 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 ~No Was family exemption allowed? ................................ Yes ~No Family exemption claimant's name and relationship: Name: Donna L. Witmer Relationship: Daughter Form oc-ol rev. 10.13.06 Page 6 of 10 Estate of THELMA M. MILLER 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 03/24/2008 3,098.39 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: Donald R. Miller, husband of decedent died on 08/27/1996. Therefore, as per Article II of Will, Donna L. Witmer and Linda C. Ferich shall inherit. B. Has notice of the question requiring adjudication been given to the parties identified in Paragraph 9 above? .................. ~ Yes 0 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. Farm oc-o/ rev. /0.!3.06 Page 7 of 10 Estate of THELMA M. MILLER Deceased 16. Had the decedent been adjudicated an incapacitated person? .......... ~ Yes m 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 0 No 18. If a reserve is requested, state amount and purpose. Amount: 1'500'00 P„rpose~ Additional inheritance tax, fiduciary tax and filing fees 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 ONo If so, attach a copy of the notice. 19. Is the Court being asked to direct the filing of a Schedule of Distribution? .......................... DYes ~No As to real estate only? ........................................ ^I'es ^ No Form OC-01 rev. l0.13.06 Page 8 of 10 Estate of THELMA M. MILLER ,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) Donna L. Witmer Linda C. Ferich B. Principal: Proposed Distributee(sJ Donna L. Witmer Linda C. Ferich Amount/Proportion 50% 50% Amount/Proportion 50% 50% Submitted By: (All petitioners must sign. Add additional lines if necessary): ~~~Y,~. ~ ~J ~~~ Name of Petitioner: Donna L. Witmer ~- ~~ ~~ Nam of Petitioner: Linda C. Ferich Form oc-ol rev. 10.13.06 Page 9 of 10 Estate of THELMA M. MILLER Verification of Petitioner (Verification must be by at least one petitioner.) Deceased The undersigned hereby verifies * [that he/she is rate of the above-named name of corporation and] that the facts set forth in the foregoing Petition for Adjudication /Statement of Proposed Distribution which are within the personal knowledge 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 (relating to unsworn falsification to authorities). 3 a ure o /. i/ loner G~ C..fi ,QiZU.~ Signa re of Petitioner * Corporate petitioners must complete bracketed information. Certification of Counsel The undersigned counsel hereby certifies that the foregoing Petition for Adjudication/ Statement of Proposed Distribution is a true and accurate reproduction of the form Petition authorized by the Supreme Court, and that no changes to the form have been made beyond the responses herein. /~, ~ f ~, ~y~ Signature of Counsel for Petitioner Form OC-D/ rev. /0.13.06 Page 10 of 10 K:\DOCS\CL-M-N\MillerTM.ea\listnotices.l.wpd -May 5, 2005 - dp:September 19, 2,008,(1:57pm) - DML/dmn List of Beneficiaries Who Received Notice of Filing First and Final Account Donna L. Witmer Linda C. Ferich 635 Herman Avenue 115 Chelsea Loop Lemoyne, PA 17043 Lancaster, PA 17602 LAUCKS S LAUCKS, LLP SAMUEL S. LAUCKS, JR. DAVID M. LAUCKS .~a~cc,/r,~ ~ ~a~,tca- ATTORNEYS-AT--LAW 105 WEST BROADWAY RED LION, PA 1 7356-2 1 03 TELEPHONE (71 7)244-3272 FAX (7 17) 244-3374 YORK OFFICE 204 N. GEORGE STREET' YORK, PA 1 7401 (7 17)854-0697 HOURS BY APPOINTMENT IN REPLY PLEASE REFER TO FILE NO. PLE4SE ADDRESS ALL CORRESPONDENCE TO RED LION OFFICE 080024-O1 October 8, 2008 Donna L. Witmer 635 Herman Avenue Lemoyne, PA 17043 RE: Estate of Thelma M. Miller File # 2008-00163 Dear Ms. Witmer: You are hereby notified that the First and Final Account of Donna L. Witmer and Linda C. Ferich, Co-Executors of the Last Will and Testament of Thelma M. Miller, late of Lemoyne Borough, Cumberland County, Pennsylvania, deceased, was filed with the Register of Wills Office of Cumberland County on such date as noted on this clocked-in-copy, and that said Account will be presented to the Orphans' Court Division of the Court of Common Pleas of Cumberland County for audit on Tuesday, November 25, 2008, at 9:30 a.m. in the Cumberland County Court House, located at One Courthouse Square, Carlisle, Pennsylvania,17013, at which time you may appear, but are not required to do so. Any objections to said Account must be in writing and may be filed on any day prior to the session of Court when the account is listed for audit, or at, but not later than such session. Unless objections or exceptions are filed to said Account, the same will be confirmed by the Orphans' Court Division and distribution will be made thereafter in accordance with the awards as they will appear in the Adjudication of said Court. Very truly yours, LAUCKS &LAUCKS, LLP ~~ ~~~ ~~~ David M. Laucks DML/dmn K: \DOCS\CL-M-N\Mi l IerTM. ea\donnanoticefil ing.1. wpd cc: Linda C. Ferich LAUCKS S LAUCKS, LLP SAMUEL S. LAUCKS, JR. DAVID M. LAUCKS ~jLLIGCfCb C~'' ~jG~,I'C6 ATT'ORN EYS-AT-LAW 105 WEST BROADWAY RED LION, PA 1 7356-2 1 03 TELEPHONE (71 7)244-3272 FAX (7 17> 244-3374 YORK OFFICE 204 N. GEORGE STREET YORK, PA 1 7401 (7 17)854-0697 HOURS BY APPOINTMENT PLEASE ADDRESS ALL CORRESPONDENCE TO RED LION OFFICE IN REPLY PLEASE REFER TO FILE NO. 080024-01 October 8, 2008 Linda C. Ferich 115 Chelsea Loop Lancaster, PA 17602 RE: Estate of Thelma M. Miller File # 2008-00163 Dear Ms. Ferich: You are hereby notified that the First and Final Account of Donna L. Witmer and Linda C. Ferich, Co-Executors of the Last Will and Testament of Thelma M. Miller, late of Lemoyne Borough, Cumberland County, Pennsylvania, deceased, was filed with the Register of Wills Office of Cumberland County on such date as noted on this clocked-in-copy, and that said Account will be presented to the Orphans' Court Division of the Court of Common Pleas of Cumberland County for audit on Tuesday, November 25, 2008, at 9:30 a.m. in the Cumberland County Court House, located at One Courthouse Square, Carlisle, Pennsylvania,17013, at which time you may appear, but are not required to do so. Any objections to said Account must be in writing and maybe filed on any day prior to the session of Court when the account is listed for audit, or at, but not later than such session. Unless objections or exceptions are filed to said Account, the same will be confirmed by the Orphans' Court Division and distribution will be made thereafter in accordance with the awards as they will appear in the Adjudication of said Court. Very truly yours, LAUCKS & LAUC ,LLP David M. Laucks DML/dmn K:\DOCS\CL-M-N\Mi 1IerTM.ea\lindanoticefi ling. l . wpd cc: Donna L. Witmer COMMONWEALTH OF PENNSYLVANIA , ~ DEPARTMENT OF PUBLIC WELFARE *>€~~~ BUREAU OF FINANCIAL OPERATIONS DIVISION OF THIRD PARTY LIABILITY ESTATE RECOVERY PROGRAM ~! PO BOX 8486 ~~ ~ ~ y H ~ HARRISBURG, PA 17105-8486 J April 8, 2008 ~;.~1~,1(;;K;~ „~ p, I LAUCKS & LAUCKS DAVID M LAUCKS ESQUIRE 105 WEST BROADWAY RED LION PA 17356-2103 Re: THELMA M MILLER SSN: 161-20-3777 Dear Attorney Laucks: Pursuant to your letter dated February 22, 2008, 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 your client applied for Medical Assistance and had an application and/or hearing pending at the time of death, please advise us and provide any additional information that may affect a recovery by our Department. If you have any questions, please feel free to contact me. Sincerely, .~ ,~ ~~~ Carole P_. Procope Recovery Section Manager (717)772-6604 • y,~ ~,-;~,;. PROOF OF PUBLICATION OF NOTICE IN CUMBERLAND LAW JOURNAL (iJnder 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 all legal notices, and has, since January 2, 1952, been regularly issued weekly in the said County, and that the printed notice or publication attached hereto is exactly the same as was printed in the regular editions and issues of the said Cumberland Law Journal on the following dates, vlz: February 29, March 7 and March 14, 2008 Affiant further deposes that he is authorized to verify this statement by the Cumberland Law Journal, a legal periodical of general circulation, and that he is not interested in the subject matter of the aforesaid notice or advertisement, and that all allegations in the foregoing statements as to time, place and character of publication are true. c Lida Marie Coyne. Edi Miller, Thelma M., deed. Late of Lemoyne Borough. Co-Executrices: Donna L. Witmer, 635 Herman Avenue, Lemoyne, PA 17043 and Linda C. Ferich, 115 Chelsea Loop, Lancaster, PA 17602. Attorneys: David M. Laucks, Es- quire, Laucks &Laucks, LLP, 105 W. Broadway, Red Lion, PA 17356. SWOI~T~I'O AND SUBSCRIBED before me this 14 day of March, 2008 Notary NOTARIAL SEAL __~ DEBORAH A COLLINS Notary Public CARLISLE 80R0, CUMBERLAND COUNTY ray Commission Exp(res Apr 28, 20T 0 • ~ PROOF OF PUBLICATION State of Pennsylvania, County of Cumberland Tames Kleinklaus, Advertising Operations Director, of The Sentinel, of the County and State aforesaid, being duly sworn, deposes and says that THE SENTINEL, a newspaper of general circulation in the Borough of Carlisle, County and State aforesaid, was established December 13th, 1881, since which date THE SENTINEL has been regularly issued in said County, and that the printed notice or publication attached hereto is exactly the same as was printed and published in the regular editions and issues of THE SENTINEL on the following day(s): March 29, Apri15,12, 2008 COPY OF NOTICE OF PUBLICATION LETTERS Q~ TESTAMENTARY NOTICE is hereby given thatietters of Testamentary have ttesn ggrranted py the Register of Wills, CumbeAattd Couray, PA upon the estates of the foilowinp riprped dec9dents. AN persons indebted to any of said estates are requested tq make Immediate payment and those having claims aa~~ any of said estates ahaN make them known wlthOUSttdslay to the respective Executors. Esffite of THELMA M. MILLER " ~affi of Lemoyne Borough, Cumberland County, PA, deceased. Donna C. Witmer, Executor 635 Hermon Avsnud Lemoyne, PA 17043 Linda C. Ferich, Executor 115 Chelsea Loop Lancaster, PA 17802 LA{ICKSBI.AUCKS, LLP AByDavid M: Laucks "for Es~ffi t iN.'8madway Red Lion, PA 17358 Affiant further deposes that he/she is not interested in the subject matter of the aforesaid notice or advertisement, and that all allegations in the foregoing statement as to time, place and character of publication are true. Sworn to and subscribed before me this 14th da~of April, 2008. Notary P c My commission expires: ~/~~t/d COMMONWEALTH OF PENNSYLVANIA Notarial Seal Christina L WoHe, Notary Public Carlisle Bono, Cumberland County My Commission Expires Sept 1.2008 Member, Pennsylvania Association Of Notaries