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Home My WebLink About01-27-09 ~~~; 33~'~ . i IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PA. ORPHANS' COURT DIVISION FZLE N0. 21-07-1052 ESTATE OF DOROTHY D. ALLMAN, DECEASED FIRST AND FINAL ACCOUNT OF Manufacturers and Traders Trust Company and R. Dennis Ruth, Co-Executors Date of Death: November 2, 2007 Date of Executor's Appointment: November 19, 2007 Date of First Complete Advertisement: The Sentinel: December 14, 21 and 28, 2007 Cumberland Law Journal: January 4, 11 and 18, 2008 Accounting for the period: November 2, 2007 to December 1, 2008 Purpose o:E Account: The Co-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 additiona:L information, questions or objections can be discussed with: ;~,, r~ ~ '"...~ David C. Gority - ~ ~ ~~:_ ~_, _,~ Manufacturers and Traders Trust Company -~~ 1 West High Street ,-~ N Carlisle, PA 17013 ~ -~.,t ., : c ~::7 _, .~ { Or :i.~ R. Dennis Ruth ~ _ , 926 West South Street O ' Carlisle, PA 17013 Or Martson Law Offices 10 East High Street Carlisle, PA 17013 - 1 - ~ / ~' 1 ~ SUMMARY OF ACCOUNT PAGES PRINCIPAL Receipts 3-4 $ 555,337.10 Net Gain on Sales or Disposition 5 .00 $ 555,337.10 Less Disbursements: Funeral Expenses 6 $ 1,691.58 Legal Fees 6 5,592.00 Debts of Decedent 6-8 12,989.14 Federal State & Local Taxes 8 22,355.41 Administration - Misc. Exp. 8-10 39,687.68 -82,315.81 Balance before Distributions $ 473,021.29 Distributions to Beneficiaries 11 -471,970.45 Principal Balance on Hand 12 $ 1,050.84 For Information: Changes in Holdings 13-14 INCOME Receipts Less Disbursements Balance before Distributions Distributions to Beneficiaries Income Balance on Hand 15 $ 5,213.39 16-17 -2,428.63 $ 2,784.76 18 -2,000.00 19 $ 784.76 COMBINED BALANCE ON HAND Proposed Principal Distributions Proposed Income Distributions Verification S 1,835.60 ------------------ ------------------ 20 21 22-23 - 2 - PRINCIPAL, RECEIPTS Assets Listed in Inventory (Valued as of Date of Death) Real Estate 124 Parker Street, Borough of Carlisle, Cumberland County, Pennsylvania 17013 570 Summit Drive, Borough of Carlisle, Cumberland County, Pennsylvania 17013 Automobiles 1993 Oldsmobile Custom Cruiser Station Wagon, Fair Condition Personal Effects Miscellaneous Jewelry as Appraised Miscellaneous Personal Property as Appraised Certificates of Deposit $115,000 M & T Bank Certificate of Deposit #31003917742817 - Date of Death Value Interest accrued to 11/02/07 M & T Bank Checking Account #1046381 - Date of Death Value M & T Bank Checking Account #9843933574 - Date of Death Value Capital Blue Cross Premium - Refund Cincinnati Life Insurance Company - Reimbursement for Care Prior to Death FORWARD - 3 - 158,000.00 155,000.00 1,275.00 4,335.00 5,475.00 115,000.00 380.70 $ 439,465.70 7,004.04 803.89 136.40 4,080.00 $ 451,490.03 PRINCIPAL RECEIPTS (cont'd) FORWARD November Rent Payment for 570 Summit Drive, Carlisle, PA 17013 Received from Dorothy D. Allman Trust - Income to Date of Death SUBSEQUENT RECEIPTS CASH: 12/27/07 Received from Dorothy D. Allman Trust - Estimated Fees and Taxes $ 45,000.00 01/31/08 Received from Dorothy D. Allman Trust - Estimated Tax Payment 20,000.00 06/26/08 Carlisle Insurance Services - Refund 302.00 07/07/08 Carlisle Insurance - Kemper - Refund 880.00 07/07/08 Economic Stimulus Payment f/b/o Dorothy Allman 561.00 10/16/08 Received from Dorothy D. Allman Trust - Est,ate Expenses 34,000.00 TOT;~L PRINCIPAL RECEIPTS $ 451,490.03 800.00 2,304.07 $ 454,594.10 100,743.00 $ 555,337.10 ------------------ ------------------ - 4 - PRINCIPAL GAINS OR LOSSES ON SALES OR OTHER DISPOSITIONS 12/10/07 $115,000 M & T Bank Certificate of Deposit #31003917742817 Net Proceeds 115,000.00 Acquisition Value 115,000.00 TO'PALS GAIN LOSS $ .00 $ .00 NET GAIN TRANSFERRED TO SUMMARY $ 0.00 - 5 - DISBURSEMENTS OF PRINCIPAL FUNERAL EXPENSES Ewing Brothers Funeral Home, Inc. 12/12/07 Funeral Expense - Balance Due $ 1,288.78 George's Flowers 12/12/07 Funeral Flowers 159.00 Ingram's Catering 12/12/07 Funeral Luncheon 243.80 $ 1,691.58 LEGAL FEES Martson Law Offices 07/17/08 Attorney Fee 5,592.00 5,592.00 DEBTS OF DECEDENT Borough of Carlisle 12/10/07 Water & Sewer Expense Paid from Checking Account 11/7/07 $ 30.96 12/13/07 Water & Sewer Expense 37.95 68.91 Capital Blue Cross 12/10/07 Medical Insurance Premium Paid from Checking Account 11/20/07 $ 136.40 03/25/08 Refund of Medical Insurance Premium -15.10 121.30 Carlisle Borough Tax Account 03/19/08 2008 Real Estate Tax - 124 Parker Street, Carlisle, PA 17013 $ 729.84 03/19/08 2008 Real Estate Tax - 570 Summit Drive, Carlisle, PA 17013 703.52 1,433.36 Comcast Central 12/10/07 Cable Expense Paid from Checking Account 11/7/07 $ 53.90 12/10/07 Cable Expense Paid from Checking Account 12/7/07 57.61 111.51 FORWARD $ 1,735.08 $ 7,283.58 - 6 - DISBURSEMENTS OF PRINCIPAL (cont'd) FORWARD $ 1,735.08 $ DEBTS OF DECEDENT (cont'd) Carlisle Petroleum,. Inc. 12/13/07 Fuel Oil <ind Cleaning $ 803.08 01/07/08 Fuel Tank Repair - 570 Summit Drive, Carlisle, PA 17013 65.00 01/10/08 Service Call - 570 Summit Drive, Carlisle, PA 65.00 933.08 Embara 12/14/07 Telephone Expense 88.64 7,283.58 Herman Plumbing 12/12/07 Reset Mast:er Toilet 66.60 Internal Revenue Service Federal Individual Income Tax 04/10/08 2007 Fina]_ Return 51.00 Joann Gardner 01/30/08 Care from 10/15 - 11/1/07 plus Additional_ Hours to Replace $360 Check from R. Dennis Ruth 3,360.00 Joanne Palmer 12/28/07 Reimbursement for Check Issued Prior to Death $ 1,000.00 01/30/08 Care from 10/22 - 11/2/07 and Additional Days Missed on Original Bill 5,145.00 6,145.00 Lifeline Systems, I:nc. 12/10/07 Miscellaneous Expense Paid from Checking Acccount 1.1/5/07 39.12 FORWARD $ 12,418.52 $ 7,283.58 - 7 - DISBURSEMENTS OF PRINCIPAL (cont'd) FORWARD $ 12,418.52 $ 7,283.58 DEBTS OF DECEDENT (cont'd) Pennsylvania Dept of Revenue State Individual Income Tax 04/10/08 2007 Final Return 176.00 Parker Jewelers 12/21/07 Balance Due for Repairs 37.10 PPL Utilities 12/10/07 Electricity Expense Paid from Checking Account 11/14/07 $ 112.34 12/12/07 Electricity Expense for 10/24/07 - 11/26/07 111.57 06/19/08 Refund of Deposit -79.39 144.52 The Sentinel 12/10/07 Subsrciption Renewal Paid from Checking Account 12/5/07 48.00 Speedy Rooter 01/10/08 Plumbing Repairs - 570 Summit Drive, Carlisle, PA 17013 165.00 12,989.14 FEDERAL STATE & LOCAL TAXES Cumberland County Register of Wills 01/31/08 Pennsylvania Inheritance Tax Payment $ 20,000.00 07/07/08 Pennsylvania Inheritance Tax - Balance Due ~ 2,355.41 22,355.41 22,355.41 ADMINISTRATION - MISC. EXPENSES Carl E. Ocker, Auctioneer 12/11/07 Appraisal Fee - Personal Property 125.00 FORWARD $ 125.00 $ 42,628.13 - 8 - DISBURSEMENTS OF PRINCIPAL (oont'd) FORWARD $ 125.00 $ 42,628.13 ADMINISTRATION - MISC. EXPENSES (cont'd) Cumberland Countv Register of Wills 07/07/08 Filing Fee - Pennsylvania Inheritance Tax 15.00 Cumberland Law Journal 12/12/07 Cost of Advertising and Proof of Publication 75.00 Hilton' s Lock Servi<:e 12/07/07 Changing Locks 113.95 Herman Plumbing 01/07/08 Plumbing Repairs - 570 Summit Drive, Carlisle, F'A 17013 $ 58.35 01/10/08 Sewer Clog - 570 Summit Drive, Carlisle, PA 17013 54.00 112.35 Marsh Advantage America 01/03/08 Homeowners Insurance Premium - 124 Parker Street, Carlisle, PA 17013 $ 163.00 01/03/08 Homeowners Insurance Premium - 570 Summit Drive, Carlisle, PA 17013 176.00 339.00 Sollenberger's Messenger Service 02/04/08 Transfer of Car Title 30.50 Pennsvlvania Department of Transportation 02/04/08 Transfer of Car Title 28.50 M. Rutland 01/08/08 Appraisal Fee - Jewelry 84.80 FORWARD $ 924.10 $ 42,628.13 - 9 - DISBURSEMENTS OF PRINCIPAL (cont'd) FORWARD $ 924.10 $ ADMINISTRATION - MISC. EXPENSES (cont'd) The Sentinel 01/02/08 Cost of Advertising and Proof of Publication 174.58 SES Insurance Brokerage Service Inc. 05/01/08 Liability/Property Insurance Premium - 570 Summit Drive, Carlisle, PA 17013 $ 330.00 05/01/08 Liability/Property Insurance Premium - 124 Parker Street, Carlisle, PA 17013 264.00 594.00 Smith Elliott Kearns & Company, LLC 05/15/08 Tax Preparation Fee 345.00 S. W. Barrett Real Estae 12/18/07 Appraisal Fee - 124 Parker Street, Carlisle, PA 17013 $ 325.00 12/18/07 Appraisal Fee - 570 Summit Drive, Carlisle, PA 17013 325.00 650.00 RESERVES: Martson Law Offices - Attorney Fee $ 5,000.00 R. Dennis Ruth - Co-Executor Fee 10,000.00 Manufacturers and Traders Trust Company - Co-Executor Fee 21,000.00 Cumberland. County Register of Wills - Filing Fee 1,000.00 37,000.00 TOTAL DISBURSEMENTS OF PRINCIPAL 42,628.13 39,687.68 $ 82,315.81 - 10 - DISTRIBUTIONS OF PRINCIPAL, TO BENEFICIARIES Carey Michelle Barbour Specific Bequest 12/21/07 $ 20,000.00 Jesse William Ruth Spe~~ific Bequest 02/04/08 5,000.00 Linda Denise Anderson Specific Bequest 12/21/07 20,000.00 Michael Dennis Ruth Specific Bequest 02/04/08 5,000.00 Robert Dennis Ruth 12/21/07 Specific Bequest $ 59,439.11 01/10/08 Miscellaneous Personal Property - Disl:ributed in Kind 5,475.00 01/10/08 Miscellaneous Jewelry - Distributed in Kind 4,335.00 01/29/08 Disl=ribution - To Pay Off Dennis Ruth Note at Date of Death Balance held in Trust 38,446.34 02/04/08 1993 Oldsmobile Custom Cruiser Station Wagon, Fair Condition 1,275.00 04/11/08 124 Parker Street, Borough of Carlisle, Cumk>erland County, Pennsylvania 17013 - Dist=ributed in Kind 158,000.00 04/11/08 570 Summit Drive, Borough of Carlisle, Cumk>erland County, Pennsylvania 17013 - Dist;ributed in Kind 155,000.00 421,970.45 TOTAL DISTRIBUTIONS OF PRINCIPAL TO BENEF ICIARIES $ --- --- 471,970.45 ------------ ------------ - 11 - PRINCIPAL BALANCE ON HAND FIDUCIARY VALUE AT ACQUISITION 12/01/2008 VALUE CASH (AUTOMATICALLY INVESTED) $ 1,050.84 $ 1,050.84 TOTAL PRINC'.IPAL BALANCE ON HAND $ 1,050.84 $ 1,050.84 THE AP.OVE CASH IS CURRENTLY INVESTED IN MTB Money Prime Market-Inst I Fund #142 - 12 - CHANGES IN PRINCIPAL HOLDINGS ACCOUNT VALUE 124 Parker Street, Borough of Carlisle Cumberland Countv, Pennsvlvania 17013 0 Held as of Date of Death $ 158,000.00 04/11/08 0 Distributed in Kind -158,000.00 0 5 0.00 1993 Oldsmobile Custom Cruiser Station Wacton, Fair Condition 0 Held as of Date of Death $ 1,275.00 02/04/08 0 Distributed in Kind -1,275.00 0 $ 0.00 ------------------ ------------------ 570 Summit Drive, Borough of Carlisle Cumberland Countv, Pennsvlvania 17013 0 Held as of Date of Death $ 155,000.00 04/11/08 0 Distributed in Kind -155,000.00 0 $ 0.00 ------------------ ------------------ M & T Bank Certificate of Deposit #3:1003917742817 $115,000 Held as of Date of Death $ 115,000.00 12/10/07 5115,000 Sold -115,000.00 50 $ 0.00 - 13 - CHANGES IN PRINCIPAL HOLDINGS (cont'd) Miscellaneous Jewelry 0 Held as of Date of Death 01/10/08 0 Distributed in Kind 0 Miscellaneous Personal Property 0 Held as of Date of Death 01/10/08 0 Distributed in Kind 0 ACCOUNT VALUE $ 4,335.00 -4,335.00 $ 0.00 ------------------ ------------------ $ 5,475.00 -5,475.00 $ 0.00 ------------------ ------------------ - 14 - RECEIPTS OF INCOME M & T Bank Certificate of Deposit #31003917742817 12/10/07 Int=erest $115,000 $ 895.17 Ini~erest accrued to 11/02/07 -380.70 $ M & T Bank Checking Account #9843933574 12/10/07 Int=erest MTB Monev Market-Inst I Fund #420 01/02/08 Int=erest $ 02/01/08 Int=erest 03/03/08 Int=erest 04/01/08 Int=erest 05/01/08 Ini~erest 06/02/08 Interest 07/01/08 Int=erest 08/01/08 Int=erest 09/02/08 Int=erest 10/01/08 Int=erest 11/03/08 Int=erest 12/01/08 Int=erest MTB Prime Monev Market-Inst I Fund #142 01/02/08 Interest Rental Income for 570 Summit Drive, Carlisle, PA 17013 - Received from 204.51 241.60 46.38 34.25 25.54 20.51 19.36 14.42 8.78 8.77 34.14 40.20 514.47 .04 698.46 42 01/07/08 $ 800.00 01/15/08 800.00 02/08/08 800.00 03/24/08 800.00 04/16/08 800.00 4,000.00 Gordon Phillips T07'AL RECEIPTS OF INCOME $ 5,213.39 - 15 - ~ J DISBURSEMENTS OF INCOME Manufacturers and 'T'raders Trust Company - Commission 01/15/08 02/15/08 03/17/08 04/15/08 05/15/08 06/16/08 07/15/08 08/15/08 09/15/08 10/15/08 11/17/08 Borough of Carlisle 01/02/08 Utility Expense - 124 Parker Street, Carlisle, PA 17013 03/06/08 Utility Expense - 124 Parker Street, Carlisle, PA 17013 03/20/08 Utility Expense - 124 Parker Street, Carlisle, PA 17013 Comcast Cable 12/20/07 Cable Expense 01/24/08 Cable Expense 02/22/08 Cable Expense 03/25/08 Cable Expense 04/24/08 Cable Expense Carlisle Petroleum, Inc. 01/28/08 Fuel Oil Expense - 124 Parker Street, Carlisle, PA 17013 03/06/08 Fuel Oil Expense - 124 Parker Street, Carlisle, PA 17013 Embara 01/02/08 Telephone Expense 02/06/08 Telephone Expense 03/06/08 Telephone Expense 04/01/08 Telephone Expense 04/30/08 Telephone Expense 06/03/08 Telephone Expense 07/01/08 Telephone Expense 08/05/08 Telephone Expense FORWARD $ 57.19 1.66 202.50 $ 57.61 57.27 57.27 57.27 279.51 261.35 286.69 $ 289.03 577.71 866.74 $ 27.56 25.40 26.44 25.40 27.57 25.46 27.53 25.43 210.79 S 1,905.08 60.30 110.50 2.78 50.05 49.53 1.23 1.16 0.86 0.52 0.53 2.05 $ - 16 - DISBURSEMENTS OF INCOME (cont'd) FORWARD PPL Utilities 01/02/08 Electricity Expense 01/29/08 Electricity Expense 03/06/08 Electricity Expense 04/01/08 Electricity Expense 04/29/08 Electricity Expense 05/07/08 Electricity Expense Suburban Propane 01/02/08 Fuel Oil Delivery - 124 Parker Street, Carlisle, PA 17013 TOTAL DISBURSEMENTS OF INCOME $ 74.70 53.55 42.16 37.57 79.39 88.05 $ 1, 905.08 375.42 148.13 $ 2,428.63 -------------- -------------- - 17 - DISTRIBUTIONS OF INCOME TO BENEFICIARIES Robert Dennis Ruth 04/16/08 Distribution ~ 2,000.00 TOTAL DISTRIBUTIONS OF INCOME TO BENEFICIARIES $ 2,000.00 --------------- --------------- - 18 - v CASH (AUTOMATICALLY INVESTED) TOTAL INCOME BALANCE ON HAND INCOME BALANCE ON HAND FIDUCIARY VALUE AT ACQUISITION 12/01/2008 VALUE S 7R4 7ti S ~Ra ~F $ 784.76 $ 784.76 THE ABOVE CASH IS CURRENTLY INVESTED IN MTB Money Prime Market-Inst I Fund #142 - 19 - v PROPOSED PRINCIPAL DISTRIBUTION SCHEDULE Market Value Fiduciary as of Acquisition 12/01/2008 Value Manufacturers and Traders Trust Compan Trustee under Agreement with Dorothy D Allman, Deceased_f/b/o Robert Dennis Ruth Principal Cash TOTAL $ 1,050.84 $ 1,050.84 $ 1,050.84 $ 1,050.84 $ 1,050.84 $ 1,050.84 - 20 - r i PROPOSED INCOME DISTRIBUTION SCHEDULE Market Value Fiduciary as of Acquisition 12/01/2008 Value Manufacturers and Traders Trust Compan Trustee under Agreement with Dorothy D Allman, Deceased f/blo Robert Dennis Ruth Income Cash TOTAL $ 784.76 $ 784.76 $ 784.76 $ 784.76 $ 784.76 $ 784.76 - 21 - VERIFICATION MANUFACTURERS AND TRADERS TRUST COMPANY and R. DENNIS RUTH, Co-Executors of the Estate of DOROTHY D. ALLMAN, deceased, hereby declare under oath that they have fully and faithfully discharged the duties of their 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 their 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 occured 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. Section 4904 relating to unsworn falsification to authorities. ll~llll~~~ ~~ - Man facturers a d Tr ders Trust Company Dated: ~ LL ~G~ cf (UU -~ Subscribed and sworn to by before me this ~ ~, day of ~~ 200. ~" ~'~ ~- ]Votary Public COMMONWEALTH OF PENNSYLVANIA Notarial Seal Gwendolyn E. Killian, Notary PubBc Carlisle Boro, Cumberland County My Commission Expires Nov. 22, 2012 Member, PanneyNanfa Association of Notarise - 22 - y r VERIFICATION (oont'd) MANUFACTURERS AND TRADERS TRUST COMPANY and R. DENNIS RUTH, Co-Executors of the Estate of DOROTHY D. ALLMAN, deceased, hereby declare under oath that they :have fully and faithfully discharged the duties of their 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 their 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 occured 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. Section 4904 relating to unsworn falsification to aut}~,orities. R. D Dated: cX(~O ~ Subscribed and sworn to by 5 before me t=his day of ~~ nip, /d ,~_„ 20Cf~. ~ ~ Notary Public COMMONWEALTH OF PENNSYLVANIA Notarial &esi Gwendolyn E. Killian, Notary Public Carlisb Boro, Cumberland County My Commission Expires Nov. 22.2012 tdarnber, Penruylvarda Associatbn d Ndaria Ruth - 23 - DECEDENT'S ESTATE COURT OF COMMON PLEAS OF Cumberland COUNTY, PENNSYLVANIA ORPHANS' COURT DIVISION ESTATE OF Dorothy D. Allman ,DECEASED ,.~ L"_^. - . No. 21-07-1052 ~ o c~ `- ; f_ _ ,~ ~ _ _, ::.`) ..-.i tiro ;~ -~ ,~ PETITION FOR ADJUDICATION / ~ ~~ = ~_ . __ STATEMENT OF PROPOSED DISTRIBUTION ~ --a ", 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 in:su~cient, 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 Cc-unsel: No V. Otto II1 Supreme Court I.D. No.: ~ ? 7 ~0 3 Name of Law Firm: Martson Law Offices Address: 1(I East High Street, Carlisle, PA 17013 Telephone: 717-243-3 321 Fax: 717-243-1850 Form OC-0! rev. 10.13.06 Page 1 of 10 ~N Estate of L)orothy D. Allman - Deceased 1. Name(s) and address(es) of Petitioner(s): lvame: M & T Bank, Co-Executor Address: 1 West High Street Carlisle, PA 17013 R. Dennis Ruth, Co-Executor 926 West South Street Carlisle, PA 17013 Identify any executors or administrators who have not joined in the Petition for Adjudication and Statement of Proposed Distribution and state reason: Is tl;~is the first accounting by this fiduciary? ..................... m Yes ^ No ][f not, identify prior accountings, the accounting periods covered, and the date of adjudication of the prior accounting. 2. Decedent died on November 2, 2007 m Lf;tters Testamentary or ^ Letters of Administration were granted to Petitioner(s) on Date of Will (f applicable): February 9, 2006 Date(s) of Codicil(s) (if applicable): June 12, 2007 Date of probate (f d~erent from date Letters granted): NnvemhPr 19 ~nm \Nas a bond required? ^I'es m No If yes, state amount: Are proofs of advertising of the grant of Letters attached? ......... m Yes ^ No Dates of advertising of the grant of Letters: 12/142 t2Rm7 any 1 is ~ t t Q/nQ Form OC-0/ rev. /0./3.06 Page 2 of 10 Estate of Dorothy D. Allman Deceased 3. Wass 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? ............. ^Yes m No (See Section 2201 et sue. of the Probate, Estates and Fiduciaries Code) [f 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 m No Were any children born to decedent after execution of Will or Codicil(s)? ........................................... ^Yes m No l:f 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? .............................. m Yes ^ No Form OC-o/ rev. 10.!3.06 Page 3 of 10 Estate of Dorothy D. Allman . 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. Lint 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): Name and Address o(Each Panv in /nterest ~ Relationship and R. Dennis Ruth Son 926 West South Street Carlisle, PA 17013 Carey Michelle Barbour Granddaughter 3905 Robin Lane Clayton, NC 27520 /nterest Specific Bequests Specific Bequest Form OC-0l rev. /0./3.06 Page 4 of 10 Estate of Dorothy D. Allman Deceased Name and Address of Each Party in /merest I Relationship and Comments, ijany ~ Interest Linda Denise Anderson Granddaughter Specific Bequest 2104-B Ravenglass Place Raleigh, NC 27612 Michael Dennis Ruth Grandson Specific Bequest Jesse William Ruth Grandson 926 West South Street 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. Form OC-0l rev. 10.13.06 Page 5 of 10 Estate of C~orothy D. Allman 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 Wili Claim Admitted? Be Paid In Fuli? ^Yes ^Yes ^No ^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 mNo Was family exemption allowed? ................................ ^Yes ^No Family exemption claimant's name and relationship: Name: Relationship: Farm oc-ol rev, /oJ3.06 Page 6 of 10 Estate of L)orothy D. Allman Deceased 12. Thee 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 01/31/08 07/07/08 20,000.00 2,355.41 Interest 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 m 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? .................. ~ Yes ~ No 15. If Pe:titioner(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-ol rev, /0.13.06 Page 7 of 10 Estate of Dorothy D. Allman Deceased 16. Haci 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. None 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. ,4mount: 39,687.68 '°urpose: Executor Fee, M & T Bank, Executor Fee R. Dennis Ruth, Attorney Fee, Martson Law Offices, Filing and Closing Costs. ][f 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 m No If so, attach a copy of the notice. 19. Is the Court being asked to direct the filing of a Schedule of Distribution? .......................... mYes ^No As to real estate only? ........................................ ^Yes m No Form OC-0! rev, /0.13.06 Page 8 of 10 Estate of Dorothy D. Allman 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 M & T Bank ,Trustee 784.76 B. Principal: Proposed Distributee(s) AmoundProporlion M & T Bank, Trustee 1,050.84 Submitted By: (All petitioners must sign. Add additional lines if necessary): :: Name of P ' ' ner: & T Name of Petitioner: R. Dennis Ruth, Co-Executor Form oc-oi rev. ioJ3.06 Page 9 of 10 Estate of Dorothy D. Allman Deceased Verification of Petitioner (Verification must be by at least one petitioner.) The; undersigned hereby verifies * [that tie/she He is r;tle Vice President of the above-named name ofcorporation M & T Bank andJ 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). ~. .; Signature of Petitioner j * Corporate,petitionersrnust 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 foam Petition authorized by the Supreme Court, and that no changes to the form have been made beyond the responses herein. Signature of Counsel for Petitioner Form OC-0/ rev. !0.13.06 Page 10 of 10