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IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PA
ORPHANS' COURT DIVISION
FILE NO. 21-08-114
FIRST AND FINAL ACCOUNT OF
KATHY C. BOBB, EXECUTRIX
For
ESTATE OF THELMA L. CRAINE, DECEASED
Social Security #:
Tax ID #:
Date of Death:
Date of Incapacity, if any:
Date of Appointment:
Date of First Complete Advertisement:
Accounting for the period:
207-22-7827
207-22-7827
January 17, 2008
None
February 7, 2008
February 22, 2008
January 17, 2008 to
January 10, 2009
Purpose of Account: The Executrix offers this Account to acquaint
interested parties with the transactions that have occurred during the
Administration.
It is important that the Account be carefully examined. Requests for
additional information, questions or objections can be discussed with:
Wayne F. Shade, Esquire
53 West Pomfret Street
Carlisle, Pennsylv~i®17013 a
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717-243-0220 '"O `~
Supreme Court LD No`.~' S71-g
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SUMMARY OF ACCOUNT
PRINCIPAL PAGES
Receipts 3 $21,062.34
Net Gain or Loss on Sales or Disposition 3 (274.63)
Less Disbursements
Debts of Decedent 3 $3,429.50
Funeral Expenses 4 586.65
Administration Expenses 4 2,831.65
Fees and Commissions 5 4,000.00 (10,847.80)
Balance before Distributions 5 $9,939.91
Distributions to Beneficiaries 5 5,980.00 (5.980.00)
Principal Balance Remaining 5 $3,959.91
For Information:
Investments Made
Changes in Holdings
INCOME
Receipts 5 20.97 20.97
COMBINED BALANCE REMAINING $3,980.88
Verification
6
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PRINCIPAL RECEIPTS
1/17/08 Wachovia Bank, N.A., checking account
#1000324152374 $12,124.14
1/17/08 Cumberland Valley Memorial Gardens, two cemetery
lots 2,990.00
1/17/08 36 shares of Ishares TIPS Bond Fund 3,889.26
1/29/08 Highmark, health insurance premium refund 346.69
2/ 7/08 Chapel Pointe, refund of resident account 1,412.25
6/ 6/08 United States Treasury, economic stimulus payment 300.00
TOTAL PRINCIPAL RECEIPTS $21,062.34
PRINCIPAL GAINS OR LOSSES ON SALES OR OTHER DISPOSITIONS
GAIN LOSS
1/17/08 36 shares of Ishares TIPS Bond Fund ($274.63)
Acquisition value $3,889.26
Net proceeds 3 614.63
NET TRANSFERRED TO SUMMARY ($274.63)
PRINCIPAL DISBURSEMENTS
DEBTS OF DECEDENT
1 /22/08 Checking account transactions after date of death:
1/22/08 Chapel Pointe, residence fees $3,376.00
$3,376.00
3/12/08 Alert Pharmacy Services Inc., pharmaceuticals 18.50
3/12/08 Yellow Breeches Family Practice, unreimbursed
medical expense 35.00
TOTAL DEBTS OF DECEDENT $3,429.50
-3-
FUNERAL EXPENSES
4/16/08 Kathy C. Bobb, reimbursement for
Auer Memorial Home, register book
St. Paul's Lutheran Church, altar flowers
William Hemminger, organist
St. Paul's Lutheran Church, luncheon
Robert Seivold, minister
TOTAL FUNERAL EXPENSES
$132.70
44.00
100.00
259.95
50.00 $586.65
ADMINISTRATION EXPENSES
2/12/08 Wayne F. Shade, Esquire, reimbursement for Register
of Wills, probate
2/12/08 Cumberland Law Journal, advertise Letters
Testamentary
3/12/08 The Sentinel, advertise Letters Testamentary
3/12/08 Register of Wills, estimated inheritance tax
3/26/08 Raymond James & Associates, Inc., retirement
account annual fee
4/16/08 Kathy C. Bobb, reimbursement for
Hallmark House of Cards, thank you
notes $6.89
The Sentinel, obituary 93.24
5/13/08 Smith Elliott Kearns & Company, preparation of
income tax returns
9/ 8/08 Register of Wills, inheritance tax
9/ 8/08 Register of Wills, file inheritance tax return
1/10/09 Register of Wills, reserve for filing fees
TOTAL ADMINISTRATION EXPENSES
$586.65
$133.00
75.00
158.62
1,200.00
40.00
100.13
170.00
439.90
15.00
500.00
$2,831.65
-4-
FEES AND COMMISSIONS
1/10/09 Wayne F. Shade, Esquire, attorney fee $2,000.00
1/10/09 Kathy C. Bobb, Executrix fee 2,000.00
TOTAL FEES AND COMMISSIONS $4,000.00
TOTAL PRINCIPAL DISBURSEMENTS $10,847.80
DISTRIBUTIONS OF PRINCIPAL TO BENEFICIARIES
4/ 8/08 James L. Craine, II, cemetery lots $2,990.00
12/24/08 Kathy C. Bobb, cash 2,990.00
TOTAL DISTRIBUTIONS OF PRINCIPAL $5,980.00
INCOME RECEIPTS
2/12/08 Raymond James, interest $20.19
3/13/08 Wachovia Bank, N.A., interest .7g
TOTAL INCOME RECEIPTS $20.97
INCOME DISBURSEMENTS
$0.00
TOTAL INCOME DISBURSEMENTS $0.00
DISTRIBUTIONS OF INCOME TO BENEFICIARIES
$o.oo
TOTAL DISTRIBUTIONS OF PRINCIPAL $0.00
COMBINED BALANCE REMAINING 3 980.88
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VERIFICATION
KATHY C. BOBB, Executrix of the Will of Thelma L. Craine, Deceased, hereby
declares under oath that she has fully and faithfully discharged the duties of her 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 her knowledge, there are no claims
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 filing of the foregoing First and Final
Account.
This statement is made subject to penalties of 18 Pa. C.S.A. §4904 relating to
unsworn falsification to authorities.
Date: January 10, 2009
athy C. obb
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5
DECEDENT'S ESTATE
COURT OF COMMON PLEAS OF
CUMBERLAND COUNTY, PENNSYLVANIA
ORPHANS' COURT DIVISION
ESTATE OF THELMA L. CRAINE, DECEASED
No. 21-08-114
PETITION FOR ADJUDICATION /
STATEMENT OF PROPOSED DISTRIBUTION
PURSUANT TO Pa. O.C. Rule 6.9
This form may be used in all cases involving the Audit of the Account of a Decedent's Estate. If
space is insufficient, riders may be attached. Attach the spouse's election, if any; the papers
required under items 8-19 inclusive; and any instrument pertinent to the adjudication.
INCLUDE ATTACHMENTS AT THE BACK OF THIS FORM.
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Name of Counsel: Wayne F. Shade, Esquire ~ ~~ ~~-' ^~ ~ ~ c ~~
Supreme Court ID: 15712 ~`-'
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Address: 53 West Pomfret Street _
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Carlisle, PA 17013 ~ cn `~''"~
Telephone: 717-243-0220 rn
Fax: 717-249-0017
Estate of Thelma L. Craine, Deceased
l . Name(s) and address(es) of Petitioner(s):
Name: Kathy C. Bobb
Address: 153 Richland Road
Carlisle, PA 17015
Identify any executors or administrators who have not joined in the Petition for
Adjudication and Statement of Proposed Distribution and Account and state reason:
None
Is this the first accounting by this fiduciary? X Yes No
If not, identify prior accountings, the accounting periods covered, and the date of
adjudication of the prior accounting.
2. Decedent died on January 17, 2008
X Letters Testamentary or Letters of Administration were granted to
Petitioner(s) on February 7, 2008
Date of Will (if applicable): September 2, 1983
Date(s) of Codicil(s) (if applicable):
Date of probate (if different from date Letters granted): January 31, 2008
Was a bond required? Yes X No If yes, state amount:
Are proofs of advertising of the grant of Letters attached? X Yes No
Dates of advertising of the grant of Letters: Cumberland Law Journal, February
22, 29 and March 7, 2008; The Sentinel, February 14, 2] and 28, 2008
3. Was decedent survived by a spouse? Yes X No
If yes, name of the surviving spouse:
4. Has the surviving spouse filed to take an elective share? Yes No
(See¢2201, et seq., of the Probate, Estates and Fiduciaries Code)
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Estate of Thelma L. Craine, Deceased
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 X No
Were any children born to decedent after execution of
Will or Codicil(s)? Yes X 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? X Yes No
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 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.
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Estate of Thelma L. Craine, Deceased
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):
fr,...,,. ,,.,,1 dd,].oo~ .,f H'~~b P.,rn in lnrarecr Relarinn.chin and Comments, tiranv Interest
Kathy C. Bobb Daughter 50%
153 Richland Road
Carlisle, PA 17015
James L. Craine, II Son 50%
1883 Esther Drive
Carlisle, PA 17013
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.
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Estate of Thelma L. Craine, 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 F.ach Claimant Amount ojClaim Claim Wi!! C[aim
Admitted) Re Paid !n
Frdh
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 X No
Was family exemption allowed? .
Family exemption claimant's name and relationship:
Name:
Relationship:
Yes No
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:
)ate Pa ment [merest
March 12, 2008 $1,200.00
September 8, 2008 439.90
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 X No
-5-
Estate of Thelma L. Craine, Deceased
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? 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.
16. Had the decedent been adjudicated an incapacitated person? Yes X 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: $500
Purpose: 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 X No
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Estate of Thelma L. Craine, Deceased
If so, attach a copy of the notice.
19. Is the court being asked to direct
the filing of a Schedule of Distribution? X Yes No
As to real estate only? Yes X No
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:
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Kathy C. Bobb $10.48
James L. Craine, II $10.49
B. Principal:
d... ndPrn nr~inn
Kathy C. Bobb $1,979.96
James L. Craine, II $1,979.95
Submitted By:
(All petitioners must sign.
Add additional lines if necessary):
Kathy C. bb
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Estate of Thelma L. Craine, Deceased
Verification of Petitioner
(Verification must be by at least one petitioner)
The undersigned hereby verifies 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).
~~ ~'^' tl
Kathy C. Bobb, Petitioner
Certification of Counsel
The undersigned counsel hereby certifies that the foregoing Petition for
Adjudication /Statement of Proposed Distribution is a true and accurate reproduction of
the form Petition authorized by the Supreme Court, and that no changes to the form have
been made beyond the responses herein.
(~~~~
Wayne F. Shade, Esquire
Counsel for Petitioner
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PROOF OF PUBLICATION
State of Pennsylvania, County of Cumberland
Tro~Whitesel 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 13w,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):
February 14, 21, 28, 2008
COPY OF NOTICE OF PUBLICATION
EXECUTRIX'S NOTICE
laaere Testamentary on the Estate of TNELMA L
CRAINE, late of 770 South Hahover Street, Cedilse,
Cumberland Count', PennayNanie, Deceased, have
bean granted to Kathy O. Bobb. -
Alt persons knowing themaeNes to be intlebtetl to said
Estate shell make payment immetlletely, arW those
having claims will present them for settlement tp:
Kathy C. Bobb
153 Rbhlantl Road
Cadisle,PA 17015
Wayne F. Shatle, Esquire
53 West Pomfret Street
Carlisle, PA 17013
Aaomey
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
28th daX of February, 2008.
^> Notary Pu c
My commission expires: (~///vd
COMMONWEALTH OF PENNSYLVANIA
tJptarial Seal
Christina L. Wolfe. No47ry Put~lic
MyOon nu'ssbn E>rgltt ~ d~, t, h2 OB
Member. Pennsylvanln Association Ot Notaries
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 Joumal, of the County and
State aforesaid, being duly sworn, according to law, deposes and says that the Cumberland Law
Joumal, 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 regulazly
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
Joumal on the following dates,
Febmarv 22 February 29 and March 7 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 chazacter of publication are true.
Craine, Tkelma L., decd.
Late of 770 South Hanover Street,
Carlisle.
Executrix; Kathy C. Bobb, 153
Richland Road, Carlisle, PA
17015.
Attorney: Wayne F. Shade, Es-
quire, 53 West Pomfret Street,
Carlisle, PA 17013.
isa Marie Coyne, ditor
SWORN TO AND SUBSCRIBED before me this
7 day of March, 2008
Notary
NOTARIAL SEAL
DEBORAH A COLLINS
Nofary Public
CARLISLE BORO, CUMBERLAND COUNT`(
My Commission Expires Apr 28, 2010
[N RE: ESTATE OF
THELMA L. CRAINE,
Deceased, Late of the
Borough of Carlisle,
Cumberland County, Pennsylvania
IN THE COURT OF COMMON PLEAS OF
CUMBERLAND COUNTY, PENNSYLVANIA
ORPHANS' COURT DIVISION
NO. 21-08-114
NOTICE OF FILING ACCOUNT AND
STATEMENT OF PROPOSED DISTRIBUTION
WAYNC F. SHADE
Allorncy al Law
5} West Pom(rel Strec
Carlisle, Pennsylvania
1701}
NOTICE is hereby given that the First and Final Account of Kathy C. Bobb,
Executrix of the Estate of Thelma L. Craine, Deceased, and a Statement of Proposed
Distribution of the balance of the assets of said Estate will be filed in the Office of the
Register of Wills of Cumberland County, Pennsylvania, on or before January 30, 2009,
and that the same will be called for confirmation on March 3, 2009, at 9:30 A.M. in the
designated courtroom on the fourth floor of the Cumberland County Courthouse, Carlisle,
Pennsylvania, at which time and place you may appear, either in person or by counsel.
Copies of said First and Final Account and Statement of Proposed Distribution are
enclosed herewith, and the originals as filed may be inspected in the Office of the
Register of Wills of Cumberland County, Pennsylvania, at anytime prior to their
presentation for confirmation.
Unless objections to said First and Final Account or Statement of Proposed
Distribution, or both, are filed in writing not later than 9:00 A.M. (prevailing time) of the
date fixed for confirmation thereof unless otherwise permitted by the Court prior to
confirmation, said First and Final Account will be confirmed; and distribution will be
ordered according to the enclosed Statement of Proposed Distribution.
If you have no objections to the enclosed, you do not need to
appear in court at the time of confirmation.
Date: January 10, 2009 Gt/ ~~-~"""""'~
Wayn .Shade
Attorney for Accountant
NOT'ICF, TO:
Kathy C. Bobb
153 Richland Road
Carlisle, PA 17015
James L. Craine, II
1883 Esther Drive
Carlisle, PA 17013