Loading...
HomeMy WebLinkAbout01-08-09~ ~~I,'--IL'I. ~~ DECEDENT'S ESTATE ~o - COURT OF COMMON PLEAS OF ~rn r ' ~~~- r F; CUMBERLAND COUNTY, PENNSYL~IANIA ~~~p ~~=`'; ~"~ ORPHANS' COURT DIVISION ~~-~, ~ ''"' ~ '' ~-~ N ~ Y ~ ~~ - ~~ ~ ESTATE OF LORNA R. LINE ,DECEASED No. 2007-00782 PETITION FOR ADJUDICATION / STATEMENT OF PROPOSED DISTRIBUTIO N 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 eleci'ion, 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: Bradley L. Griffie, Esquire Supreme Court I.D. No.: 34349 Name of Law Firm: Griffie & Associates Address: 200 North Hanover Street, Carlisle, PA 17013 Telephone: (717) 243-5551 Fax:_{717) 243-5063 Form OC-01 rei. 10.13.06 Page 1 of 10 Estate of LORNA R. LINE 1. Name(s) and address(es) of Petitioner(s): Name: .lame S. Mixell Address: 2160 Valley Street Enola, PA 17025 Deceased Identify any executors or administrators who have not joined in the Petition for Adjudication and Statement of Proposed Distribution and state reason: None 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 August 8, 2007 Letters Testamentary or ~ Letters of Administration were granl:ed to Petitioner(s) on Au:?ust 20.2007 Date of Will (if applicable): June 29, 2007 Date(s) of Codicil(s) (if applicable): None Date of probate (if different from date Letters granted): Was a bond required? CjYes m 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: Sentinel -September 12, 19, 26, 2007; Cumberland Law Journal -September 21 and 28, October 5, 2007 Form OC-07 rev. 10.13.06 Page 2 of 10 Estate of LORNA R. LINE 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 No (See Section 2201 et sue. of the Probate, Estates and Fiduciaries Code) If yes, date of election: 5. In the case of an intestacy, state the names of the decedent's surviving children or surviving issue of deceased children (if none, so state): 6. 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 m No Form OC-01 rev. ]0.13.06 Page 3 of 10 Estate of LORNA R. LINE Deceased 8. 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 crf;ditors 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 wf;ll 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 1:he 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. F:ule 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 Petitionerl;s) has/have notice or knowledge, having or claiming any interest in the estate as beneficiaries under the Will or Codicil(s) or as intestate heirs if there is a complete or partial intestacy: A. State each party's relationship to the decedent and the nature of each party's interest(s): Name Interest C.L.C. Ministries International Charitable Institution 50% PO Box 1449 Fort Washington, PA 19034 The Alliance Home of Carlisle Charitable Institution 50% Operating as Chapel Pointe at Carlisle, 770 S. Hanover Street, Carlisle, PA 17013 in Form OC-DI rei. 10.13.06 Page 4 of 10 Estate of LORNA R. LINE None Deceased 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). Not applicable 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. Not applicable Form OC-Ol rev. 10.13.06 Page S of 10 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. Estate of LORNA R. LINE Deceased 10. Other than the claim for the family exemption, list the names of a:ll 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 Fufl? None Yes ~ Yes []No 0 No [Yes ~ 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 ~No .......................... Was family exemption allowed? ................................ Yes ~ No Family exemption claimant's name and relationship: Relationship: Form OC-01 rev. ]0.13.06 Page 6 of 10 Estate of LORNA R. LINE 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 whiclh paid, are as follows: Date Payment Interest None 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 stage 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? .................. ~ 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-O7 rein. 10.13.06 Page 7 of 10 Estate of LORNA R. LINE Deceased 16. Had the decedent been adjudicated an incapacitated person? .......... 0 Yes ~ No If yes, attach a copy of the Order if available; otherwise state 1:he 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. None B. Has notice of the additional receipts and disbursements been given to the parties identified in Paragraph 9 above? ............. DYes 0 No 18. If a reserve is requested, state amount and purpose. Amount: ~'~~ 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? ........................... .. .. ® es ® o .....,. .. Y N If so, attach a copy of the notice. 19. Is the Court being asked to direct the filing of a Schedule of Distribution? .......................... Yes m No As to real estate only? ............ .. © es ® o ......................... Y N Form oc-o~ rev. ~0.~3.06 Page 8 of 10 Estate of LORNA R. LINE Deceased Wherefore, your Petitioner(s) ask(s) that distribution be awarded to the parties entitled and suggest(s) that the distributive shares of income and principal (residuary shares being stated in proportions, not amounts) are as follows: A. Income: Proposed Distributee(s) Amount/Proportion C.L.C. Ministries International 50% The Alliance Home of Carlisle Operating as 50% Chapel Pointe at Carlisle B. Principal: Proposed Distributee(s) Amount/Proportion C.L.C. Ministries International 50% The Alliance Home of Carlisle Operating as 50% Chapel Pointe at Carlisle Submitted By: (All petitioners must sign. Add additional lines if necessary): :,Name of Petitioner: Janie S. Mixell Name of Petitioner: Form OC-O] rev. 10.13.06 Page 9 of 10 Estate of LORNA R. LINE Verification of Petitioner (Verification must be by at least one petitioner.) The undersigned hereby verifies * [that heishe is titre Deceased of the above-named name of corporation ,and] that the facts set forth in the foregoing Petition for Adjudication /Statement of Proposed Listribution which are within the personal knowledge of the Petitioner are true, and as to facts b~ised on the information of others, the Petitioner, after diligent inquiry, believes them to be true; acid that any false statements herein are made subject to the penalties of 18 Pa. C.S. § 4904 ~~relating to unsworn falsification to authorities). ~~ ~~Signature of Pehtionf;r * 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. 7 nsel for Petitioner Form OC-01 rev. 10.13.06 Page 10 of 10 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 th~it the Cumberland Law 3ournal, 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: September 21, September 28 and October 5 2007 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 i~lterested 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. SWOR~TI'O AND SUBSCRIBED before me this 5 day of October. 2007 Line, Lorna R, deed. Late of the Borough of Carlisle. Executrix: Janice S. Mizell c/o Griffie & Associates, 200 North Hanover Street, Carlisle, PA 17013. Attorneys: Bradley L. Griffie, Es- quire, Griffie & Associates. Notary NOTARIAL SEN. DEBORAH A COLLMIt Notary PubIIC CARLISLE BORO, CUMBERLAND COUNTY My Commission Expires Apr 28,. 20T0 PROOF OF PUBLICATION State of Pennsylvania, County of Cumberland Tammy Shoemaker, Classified Advertising Manager , 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 iri 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) September 12,19, 26, 2007 COPY OF NOTICE OF PUBLICATION -- EXECUTORS NOTICE - Letters Testamentary on the. Estate of LDRNA R.LINE, late ©J Borough of Carlisle, Cumberltarad County Pennsylvania, deceased; have been granteri tothe ', undersigned. A11 perspns knowing themselves to be indebtedtn said ~ Estate will make payment immediately; andthose having claims will present them for settlementto~ Janice S: A+Iixell, Executrix ', c/o Bradley L. Griffis, Esquire GflIFFIE & ASSOCIATES 200 North Hanover Street ;~ GarliSle,P.A:77Li7S ..~ r... 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. ~ I ~-~'~ Sworn to and subscribed before me this 27th. day of September, 2007. ~_.o Notary Pu J My commission expires: ~~ COMMUNWEA~TH OF PENNSYLVANIA Notarial Seal Christina L. W offs, f`lotary Public Carlisle Born, Cumberland County My Commission Expir~r;s Sept 1.2008 Member, Pennsylvani2 Association Of Notaries NOTICE OF CHARITABLE GIFT' (In Accordance with Pa. O.C. Rule 5.5) COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA ORPHANS' COURT DIVISION ESTATE OF Lorna R. Line No. 21-07-0782 Q SETTLOR m DECEASED Chief, Charitable Trusts and Organizations Section Office of the Attorney General Date: 12/22/2,008 Dear Sir or Madam: Notice is given of a charitable gift as follows: 1. The nature of the present proceeding is: (a) An Account which has been or will be listed for Audit in the Orphans' Court on March 3 20 09 in Cumberland County Courthouse, Carlisle, PA (State name of Courthouse and town/city.) The time and place of the Audit is Court Room (unknown) at 9:00 o'clock. If not provided herein, the time and location will be provided upon request when that information becomes available. (b) If the proceedings are other than an Account, state the nature of the proceedings and the place, date and time fixed for hearing: " If more space is required, attach additional sheets. Form oc-o6 re,~. ~o.J x.06 Page 1 of 4 Estate of Lorna R. Line 2. Charitable gifts are made as follows: OSettlor ®Deceased (a) Give full names and addresses of charities, and names and addresses of counsel, if any. (1) C.L.C. Ministries International, PO Box 1449, Fort Washington, PA 19034; (2) The Alliance Home of Carlisle Operating as Chapel PointE; of Carlisle, 770 South Hanover Street, Carlisle, PA 17013 (b) If pecuniary legacies, state exact amounts and indicate whether legacies will be or have been paid in full; if not give reasons therefor. The distribution to the named non-profit organizations is a residuary gift provided in the Last Will & Testament of the Decedent and each 50% share is in the amount of $13,740.16, with the total value of residue being $27,480.32. (c) If the charitable interest is a future interest and the estimated present value of the property involved exceeds $25,000, a brief description thereof including; the conditions precedent to its vesting in enjoyment and possession, the names and ages of persons known to have interests preceding such charitable interest, and the approximate market value of the property involved. (d) If residuary gift, state nature and value of share. FormOC-06 Yev. lo.~~.oe Page 2 of 4 Estate of Lorna R. Line ~ Settlor ~ Deceased 3. Provide a brief statement of all pertinent questions to be submitted to the Court for Adjudication, including unresolved claims and any material questions of interpretation or distribution which may affect the value of the charitable interest. Payment in full on the residuary bequest will be made and there are no questions before the court to review or approve on this matter. 4. The names and addresses of the fiduciaries are (state whether Executors and/or Trustees): The Executrix in this matter is Janice S. Mixell, 2170 Valley Street, Enola, PA 17025. 5. The names and addresses of counsel for the fiduciaries: Counsel for Executrix, who is the sole fiduciary in this matter, is Undersigned counsel 6. The names and addresses of counsel for any charity who has recei~~ed notice or has appeared for it: Despite notice as required by Rule of these proceedings, no counsel has entered an appearance for either of the beneficiaries. Fo.n~ oc-o6 rw. lo.~_z.o6 Page 3 of 4 Estate of Lorna R. Line ~ Settlor m Deceased 7. (a) A copy of the instrument creating the gift is attached hereto. (b) If the gift is other than a pecuniary legacy which will be paid in full, there is attached hereto: (1) A copy of the Account, if one has been filed (2) A copy of any other relevant documents Very truly yours, ~~ t~ Bradley L. Griffie, Esquire (34349) Attorney's Name and Supreme Court LD. No. 200 North Eanover Street At[orney's Address Carlisle, PA 17013 (717)243-5551 Attorney's Telephone Form oC-o6 rev. Io.1.06 Page 4 of 4 .~~.~ ~' ~.~L Aft ~'.~~ ~'.A~.'~ OF L~RNA R. LIl~?E I, LORNA R. LINE, of 7 Alliance Drive, Apartment 203, Carlisle, Cumberland County, Pennsylvania, being of sound and disposing mind, memory and understanding, do ma1;e, publish and declare this to be my Last «~ill and Testament, hereby revolving and making void all previous Wills and Codicils heretofore made by me. ;,~ r' c„ ~w ~, 4 `` ~~ ,,~' FIRST I order and direct my Executor hereinafter named to pay all of my just debts, funeral expenses and expenses involved or connected with the administration of my estate as soon after my death as is reasonably possible. I direct my Executor to pay all inheritance, estate, succession and legacy taxes, to which my estate or the transfer of any property hereunder maybe subject, and to charge such taxes as part of the expenses of the administration of my estate, being deducted and paid from the resid.re of my estate and not to be. deducted in any manner from any specific bequests made herein. However; my Executor need not accelerate and pay those unmatured obligations which, in his, her or its opinion, it might be proper and more advantageous to retain or renew and pay as they become due and payable. If I do not own a burial plot or a grave marker at the time of my death; 1 authorize my Executor/Executrix, in his; her or its sole discretion, to purchase a GRIIt1~1~' ~ ASSOCIATES Attorn~: j~s At Ltt~ti '. ?~~ N. Ilanoi~er Street 100 Lincoln I~ay Easy', u~r~te D Page 1 of 7 ~ ~:arlisle, ?'_~ 17013 Ch~zxrabersburg, PA 17201 II I burial plot and to erect a suitable grave marker at m} grave, and to upend sums from my ~ estate for this purpose. SECD~'~ D I give, devise and bequeath my entire estate of whatsoever nature and wheresoever situate, in the following shares to the following entities: (A) FIFTI' (50%) PERCENT of my net estate to C.L.C. MINISTRIES INTERNATIONAL, P.O. Box 1449, Fort Washington, Pennsylvania, 19034; ;~ (B) FIFTY (50%) PERCENT of my net estate to t~H.~PEL P~INTE ~.~ ~~ AT CARLISLE, 770 South Hanover Street, Carlisle, :~ ,: ~. Pennsylvania, 17013. r`/ 4\ In the event that it is impossible to provide for the distribution to either of these named beneficiaries, due to their nonexistence at the time of my death or for other J~ ~~ reasons, the remaining beneficiary shall receive my entire estate. THIRD I grant my Executor/Executrix the following powers in addition to and not in limitation of such powers as my Executor/Executrix shall hold by law: (a} To retain all property received including the stock of an}~ corporate fiduciary acting hereunder, provided such propert}~ remains productive. (b) To join in any corporation, partnership, recapitalization, merger, reorganization or voting trust plan; to delegate authorit}~ with respect thereto; to deposit investments under agreements and pay assessments; and generally GRIFFIE & ~SSOCI~ r ~~S Atiorn.eys At Law 200 N. Ha~r.u~~<:~ ~ct~-~et 100 L,inc«.rr~, II'a~~ Easy, Suite D Carlisle, P_q 1 %G f :~~ Page ? c~f 7 ChambersLFrtr-~, P_~ ~ 7201 to exercise all rights of investors, including but not limited to, the voting of shares. (c) To manage, operate, repair, improve; mortgage or lease on any terms an}' real estate held or owned by my estate. (d) To operate any business that I may own at my death. (e) To invest any funds of my estate in any stocks, bonds, notf;s or other securities or property, real or personal, without regard to the principle of diversification ,` 4 ~~ \% r, ,T n'`, I ~' ~'~ ;`: ., 3. ;'>~.--- or any other statute or general rule of law in his, her or its absolute discretion, it being my intention to give my Executor/Executrix the broadest investment powers possible, providing such investments do not unnec;essaril}% prevent the prompt settlement of my estate. (~~) To sell or otherwise dispose of any property, real or personal, tangible or intangible, at any time forming a part of my estate in any manner and on such terms and conditions as my Executor/E~ecutriz shall see fit in his, her or its absolute discretion. (g) To borrow money for the payment of tapes or for any other proper purposes in the administration of my estate, and to mortgage or pledge estate assets as security. (h) To compromise claims without court approval including; but not limited to, any controversies with the United States of America or the Commonwealth of Pennsylvania concerning estate and inheritance tapes on any interests that may pass under this my Last Will and Testament. (i} To distribute in cash or in kind upon any division o. distribution of my estate. GRIFFl~s- ~:1 SSOCIATFS Attorneys it Law =~'~ ~~r. Hanover Strut 1 fl0 Li.raroln '4~ay Fast, Sz. >c D Vic. f 'sle, P.4 17f)~ 3 Page 3 of 7 ~Charn~~r_~burg, PA Z7~f11 (j) To undertake any and all acts deemed necessary and proper by my Executor;Bxecutrix for the proper, advantageous and prompt management of the settlement of my estate. (l.) In general, to exercise all powers in the management of my estate which any individual could exercise in the management of similar property owned in his own right, upon such terms and conditions as to him; her or it may seem best and to execute and deliver all instruments and to do all acts which he, she or it deems necessary or proper to carry out the purposes of this, my Last Will and h r t ~' f. ,. }.~~ R~ i~ ~; ,),,,' ~~. Testament. FOUI:TH No interest of any beneficiary of my estate, either in income or in principal, shall be subject to anticipation or pledge, ass ~anment, sale or transfer in and- manner, nor shall any beneficiary have the power in any manner to charge or encumber his interest either in income or principal, nor shall the interest of any beneficiary be liable or subject in any manner while in the possession of my Executor/Executrix for the liability of such beneficiary. FIFTH I nominate, constitute and appoint my dear and close friend, JANICE S. A'II~ELL, as Executrix of this my Last Will and Testament. In the event my friend is deceased, unable or unwilling to serve or shall cease do serve for any reason whatsoever, then I nominate; constitute and appoint my dear and close friend, BI=TTY LOU Z~RY, as Executrix of this my Last yT~'ill and Testament. I direct that my E:~ecutrix shall not be GRIFFIE & AS~'~1CIATF~; AttorrT eys At Laia~ ?DO ?~'. Han.orcrr S: ~ ~ e--~ ~. 1©Q Lincoln. f'uy East, Suite ~ Page =~ ~. 7 ~'a.rlisle, P~ 1713 ~ Chambersbr~r~, .~~ I7'~}l required to give or post bond for the faithful performance of his, her or its duties in this or any other jurisdiction. SI~'TH I herebe declare it to be my expressed desire that my Executor,/E~ecutri~ employ the law firm of Griffie & Associates, of Carlisle, Pennsylvania, for legal advice and assistance regarding this my last Will and Testament, they having considerable knowledge of my affairs, views and wishes respecting any matters that may arise. at the probate of this instrument, the administration of my estate, and the e~:ecution of the powers herein mentioned. IN WITNESS V~jHEPtiEOF, I have hereunto set my hand and seal to this, my Last Will and Testament, consisting of seven (7) typewritten pages. the first four (4) of v~hich t bear my signature on the side margin; for purpose of identification, 1.his a ~~- day of _ ~ ~. 1_._( ,,. , ?007. ~~~'ITNES S t ~-~ i ~~~ /f LORNA R. LINE GI~FFIE & Au`,~'OCIATES Attorne~~s At ~_.i;:rv ~'<<r '.' Hanover Street 700 Lincoln Wa~v dust, Suite. ~ ~ Carlr~,~"~ . P_:4 ~~E~1.3 Page ~ of 7 C,taccfnbersF.rc=•;~, I'.~, 17201 .ACIL'`~«'LEDGMENT COMMOI<T«'EALTH OF PE?~~~TSYLVANLA: SS. COUNTY OF CUMBERLAND I, LORNA R. LIh~E, the Testatrix whose name is signed to the attached or foregoing instrument, having been dul}~ qualified according to law, do hereby acknowledge that I sib ed and executed the instrument as my Last jvill and Testament; that I signed it willingly, and that I signed it as my free and voluntary act for the purposes therein expressed. -,~%'~,_ L ~ i ~.~, ` ~.~ ~~-~~ yam. ~~~ LQRNA R. LINE Sworn or affirmed and acknowledged before me by the Testatrix this ,~~~ ~~ day of ~{,~ "i_~'~ '?007. J RoaN ~..+-~~ Notary Public ~QROU~k, CUM~RW~ID GOUNT ~ tor,nm)sflon Expi~ea Apr 17, 2011 C~2IFFIE & ASSOCIATES Attorneys At Law ~(~(1 N. ~arzo~~er Strec IOG Lincoln j~'a d _~>~n5t, Suite D ~ ~ ~'i.sle, P.~ 17(113 Page 6 of " Chu'.»abersburb, I~_ ~ . 72Q1 _a>Nr-In ~~~~T COMMGIv~'EALTH OF PENNSYLV.AI~'IA: SS. COUNTI' OF CUMBERLAND ~''E, '`~l J~ ~.. ,~,~~, and _,' ~'` C~,,,;,E,U ~. _ ~~'~ a 'kip ~ ,~ the witnesses whose names are attached to the foregoing document, being duly qualified according to law, do depose and say that we were present and saw the Testatrix sign and execute the instrument as her Last Will and Testament; that she signed willingly and that she executed it as her free and voluntary act for the purposes therein expressed; that each subscribing witness in the hearing and sight of The Testatrix signed the Last Will and Testament as witnesses and that to the best of our knowledge the Testatrix v,~as at the time 18 or more years of age, of sound mind and under no constraint or undue influence. Sworn or affirmed and subscribed before me by ,t I ~ ~ _Clu_~_ . = :p this ~ ~ ~ ~~'~ day of ~ ~ ~ _ .2007. and !~C Notary Publi /IC1~Ilil tElll RON!! J, W:FTf Notary Public CAiltlitE ~OROi1GH, GUMBf RIAND COt/Pt1Y My Commlasion Expirr;s Apr ~ 7 201 7 ~RIFI'IE & ASS~'`:,L~iTES Attorne~~s At La~i> ?DO :~; ~ : r~r~~~er St~~eet ~ r1) l.,i~icoln. ll'c>'~r East, Suite ~ Carhs>±e, I _ 17013 Page 7 of 7 Chcr~~tLersbur~, ~'~ 17201 Lt ; ~~ ~ '~' ~~-~ ~ ' ~ ~ - ~- _.- _ _~!l7Ul'77C'1`~ Cf17C! [~(12(RSZ'(U7-,S Ali _~i 41 Era:11r~ L. ~ril'fie, Lsc~uire. Hannul; Herntu~-So~~cier. Ltiquire I:ubin .l. L'ussett OiTicc A9~,n~ger I~ell~ L. Perez Legai .Assist~n~, Repl)~ to: Carlisle CLC Ministries International PO Boy 1449 Fort «'ashington, PA 19034 CERTII,IED I17AIL Januar}~ 6; 2009 RE: Estate of Lorna R. Line P_g No. 21-07-0782 Dear Sir or Madam: ~bC~ NorCt. I?uno~~cr Street Car1i51c.I'_A 1?013 100 L,inculn ~'~'a~ Lust, Suite I1 ~}i~mbcr,burg, PA 1^~Ul (717i2G~-.350 (b00i 347-555 Faa (;17i 2,3-5063 ~s I advised you through correspondence in September 2007; the above named individual, v,-i1o passed away on August 8, 2007, provided i-or a 50~'c distribution of net assets from her asset to pass to your institution. We have now completed the estate and are prepared to file a First and Final Accounting, as well as a Petition for Adjudication. These documents will allow us to complete the estate and, thereafter, disburse proceeds as indicated thereon. Please review these documents, which I have enclosed. You ~a~ill see that there is a ~0% distribution of the net assets of the estate to }lour institution in the amount of X13;740.16. Please be advised that we will be filing the First and Final Accounting and the Petition through the Clerh of Orphans' Court of Cumberland County, Penns}Avarua; on or before January 30, 2009. This will cause the matter to be confinr,ed by the Court on h~Iarch 3. 2009. We will provide you ~~ith an updated Firsl and Final Accounting and Petition once they are filed so that you have copies of the actual c.oeuments that have been filed. Objections must be filed in writing prior to March 3, 2009. ~~ho'.ac v'OLl 11~1Ye anv' %lUeSllOnS f~I] t'lllS Trldi:L~r, ~~'E v~'lll ir~' Lr) c C1~1~S5 l~`1°__^.1. 170"~1'eV'CI. lj V'Ct~u' have ICn~a C~Lle5110r15, VGU SI70"C11C~ S~cl•_ 1L'~a~ ;DUllSeI iTi Dial rE ~ur~. e'er\'~~' ~'OUrS, Griffie P LG,%rjb Enclosure Cc: Janice S. Mi~~ell; E~ecutri~ '~ ~ ~ `~~ I~radley L. Grll'fie, 1/s~-ftire Hannur, Hermon-Snti~der, Esquire l:obin J. L'assctt O;ficc b.an~ger hc11c L. Pcrcz Legal assistant _liIU7'71E1'S Ctll'I CD~:~" S .'[J1'( l' L~,`i4~ January 6, 2009 ~u0'ti~ur[t. Iluno~~er Street Carlisle. i`A 17013 (?1"~ 243-~`~I lOli Lincoln ~~'a~ Lust. Suite li ChunibcrsLnrg,1'A 1?201 r~zry~ 2r %-r3su (fi001 347-552 Fua (717) 243-~UG3 Repl}~ w: Carlisle Alliance Home of Carlisle Operating as Chapel Pointe at Carlisle 770 South Hanover Street Carlisle, PA 17013 CERTIFIED MAIL P.T-,: Estate of Lorna R. Line PA Nv. 21-07-0752 Dear Sir or A2adam: As I advised you through correspondence in September 200"i, the above named individual, «=ho passed away on August 5; 2C-07, provided for a ~0~~ distribution of net assets from her asset to pass to your institution. We have now completed the estate and are prepared to file a First and Final Accounting, as well as a Petition for .Adjudication. These documents will allow us to complete the estate and; thereafter, disburse proceeds as indicated thereon. Please reviev,~ these documents, which I have enclosed. You will see that. there is a 50% distribution of the net assets of the estate to your institution in the amount of ~13,7~0.16. Please be advised that we ~~ill be filing the First and Final Accounting and the Petition through the Clerlc of Orphans' Court of Cumberland County; Pennsylvania, on or before January 30, 2009. This will cause the matter to be confimled by the Court on March 3, 2009. «'e will provide you with an updated First and Final Accounting and Petition once they are filed so that you have copies of the actual documents that have been filed. Objections must be filed in writing prior to March 3, 2009. ~110U].] 'vOl': ]h~'e aP.\' C]UCSIIUIlS On l]lI~ IT]cll'.I. ~^.'C ~'~~I]l tr\' ?n a:j:1?~-SS ;~1~I7]- i-to>>,~e~~c:r. if ~-ou have lc4~a] questiol~s. ~'ou shou]d scl; 1:~Ta] courscl in ili~~ I~3~u. BLG/rjb Enclosure Cc: Janice S. Mizell, E~.ecutriz ~~ ~~ `1L~I' ~VI In re: IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA Estate of Lorna R. Line, :ORPHAN'S COURT DIVISION late of Carlisle Borough No. 2007-00782 Cumberland County, Pa., deceased PA No. 21-07-0782 DATE OF DEATH: August 8, 2007 LETTERS GRANTED: August 20, 2007 FIRST COMPLETE ADVERTISEMENT September 26, 2007 OF GRANT OF LETTERS DISTRIBUTION OF ESTATE IS INCLUDED IN ACCOUNTING DISTRIBUTION AMOUNT IS $27,480.32 GROSS VALUE OF ESTATE IS $51,401.89 ACCOUNTING FOR THE PERIOD August 20, 2007 through December 29, 2008 Purpose of the Account: Janice S. Mixell, Executrix, offers this accounting to acquaint interested parties with the transactions that have occurred during her administration. The Account also indicates the proposed distribution of the Estate. It is important that the Account be carefully examined. Requests for additional information, questions or objections can be discussed with: Bradley L. Griffie, Esquire Attorney for Petitioner 200 North Hanover Street Carlisle, PA 17013 (717)243-5551 (800)347-5552 a ~ `~' _., - ~ ~ A' t --; + t s (tl ~- ~ ~ i l 1 F ~ ' F ~j ~ ^ w~^ ~v'~ ~ 1`'~ ` y y1 ~ _ -'; --+ ~ - s- ` , 2 PRINCIPAL ASSETS RECEIVED CASH AND BANK DEPOSITS: 1. Commerce Bank Checking Account No. 536703101 2. Sovereign Bank Savings Account No. 2894021977 3. Sovereign Bank Certificate of Deposit No. 2895462550 4. Coins 5. Cash on Hand Subtotal PERSONAL PROPERTY AND VEHICLES• 1. Oil, Gas and Minerals in and under land Richland County, Montana Subtotal ADDITIONAL RECEIPTS: 1. Royal Neighbors of America Medicare Supplement Co-Insurance Refund 2. Refund from Physicians Support System 3. Chapel Pointe at Carlisle Refund From Payment for Services 4. Blair LLC Charge Card Refund 5. Blue Mountain Anesthesia Associates P.C. Refund 6. Royal Neighbors of America Medical Supplement Co-Insurance Refund Subtotal $ 4,552.40 21,978.46 2,264.50 51.65 13.75 $28,860.76 $ 4,500.00 $ 4,500.00 $ 237.90 7.31 217.13 25.99 14.56 16.00 $ 518.89 3 NON-PROBATE PROPERTY: 1. Christian and Mission Alliance Irrevocable Charitable Gift Annuity 2. The Alliance Development Fund, Inc. Irrevocable Charitable Investment Certificates Subtotal GAINS AND LOSSES ON SALES AND OTHER DISPOSITIONS;; None Total Principal of Estate before Adjustments DISBURSEMENTS OF PRINCIPAL DEBTS OF DECEDENT: $ 12,522.24 5,000.00 $ 17,522.24 $51,401.89 1. Embarq $ 18.00 2. Alert Pharmacy Services, Inc. (Medications) 33.00 Subtotal $ 51.80 FUNERAL EXPENSES: 1. Hoffman-Roth Funeral Home $ 565.89 2. Chapel Pointe (burial plot) 800.00 3. Organist and Pastor 100.00 4. Chapel Pointe (grave marker and engraving) 550.00 4 Subtotal $2,015.89 ADMINISTRATIVE EXPENSES AND COSTS• 1. Attorney's fees to Griffie & Associates $3,500.00 2. Probate fees 350.00 3. Advertising-Cumberland Law Journal 75.00 4. The Sentinel 150.64 5. Cohick and Associates (Personal Tax Return) 226.00 6. Appraisal of coins 30.00 Subtotal $4,331.64 TAXES: Pennsylvania Inheritance Tax $ .00 Subtotal $ .00 Total Disbursement of Principal PRIOR DISTRIBUTION OF SPECIAL BEQUESTS None PRIOR IN KIND DISTRIBUTIONS None $6,399.33 PRIOR DISTRIBUTION OF NON-PROBATE ASSETS 1. Christian and Missionary Alliance $10 552.24 Irrevocable Charitable Gifts Annuity 2. The Alliance Development Funds, Inc. 5 000.00 Irrevocable Charitable Investment Certificates 5 3. The Alliance Home of Carlisle Operating as 2,000.00 Chapel Pointe at Carlisle (Proceeds from Christian and Missionary Alliance Irrevocable Charitable Gift Annuity) Subtotal $17,522.24 NET ASSETS/PROCEEDS AVAILABLE FOR DISTRIBUTION TOTAL $27,480.32 PROPOSED DISTRIBUTIONS TO TESTAMENTARY BENEFIC][ARIES AFTER ACCOUNT CONFIRMATION 1. CLC Ministries International $13,740.16 2. The Alliance Home of Carlisle Operating as Chapel Pointe at Carlisle 13,740.16 Total Share of Distribution 100% TOTAL PROPOSED DISTRIBUTION OF $27,480.32 PRINCIPAL AND INCOME: Janice S. Mixell, Executrix of the Estate of Lorna R. Line, dece~ised, hereby declares under oath that she has fully and faithfully discharged the duties of her office; that the foregoing First and Final Account and Schedule of Distribution 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 her knowledge, there are no claims now outstanding against the Estate; and that all taxes presently due from the Estate have been paid. ~ ,'~,' / ~1~~ l~ r~ tdanice S. Mixell, Executri Sworn awl subscribed before me, This day of ~, 2008. NOTARI ROBIN J, BASSETT ~LlSf.E -Y Public C MY C~: ~~ ~ '1 i. 1'6i i 6 I hereby certify that written notice of the filing of this Account, and of the date, time and place when the same will be presented to the Court for confirmation and of the .last day to file written objections to said Account, has been given to every unpaid claimant 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. 7