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HomeMy WebLinkAbout01-29-09d In the Court of Common Pleas of Cumberland County, Pennsylvania Orphans' Court Division File No. 21-05-402 Estate of Donald H. SCHWARTZ, Deceased First and Final Account Judy M. Wood, Administratrix Social Security #: Tax ID #: Date of Death: Date of Incapacity, if any: Date of Executor's Appointment: Date of First Complete Advertisement: Accounting for the Period: 168-36-65$5 20-6524007 03/11 /2005 None 04/28/2005 05/25/2005 03/11 /2005 to 10/31 /2008 ~ ~,o~~,~. ~- -~ 3 ~,G~ .1~1 Purpose of Account: Judy M. Wood, Administratrix, 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: EDMUND G. MYERS JOHNSON, DUFFIE, STEWART & WEIDNER 301 MARKET STREET PO BOX 109 Lemoyne, PA 17043-0109 (717) 761-4540 .-~ r-~ r _-, ~: n `---' = ~-'? r~ t::) - ' _ --J,, _~ =-a ~ N cn SUMMARY OF ACCOUNT Estate of Donald H. SCHWARTZ, Deceased For the period of March 11 2005 through July 31, 2008 PRINCIPAL Receipts: This Account Net Gain (or Loss) on Sales or Other Dispositions Subsequent Principal Receipts Less Disbursements: Debts of Decedent Funeral Expenses Administration Expenses Federal, State & 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 Income Balance on Hand BALANCE ON HAND Schedule of Distribution Paae Fiduciary Acquisition Value 2 74,299.20 3 0.00 4 6,018.61 80,317.81 5 52,492.62 5 6,897.50 5 11,716.00 0.00 6 1,867.50 6 3,735.00 0.00 7 8 76,708.62 0.00 0.00 3,609.19 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 9 3,Sz09.19 Verification 10 SCHEDULE A RECEIPTS OF PRINCIPAL Fiduciary Acquisition Value Cash 03/11/2005 Citizens Bank -Checking Account 2,500.00 03/11/2005 Citizens Bank Savings Account 237.00 09/02/2005 Reimbursement - to Estate for County Taxes 1,062.20 (173.53); School taxes (864.52) and Sewer (24.15) Total Cash 3,799.75 Real Estate 03/11/2005 Real Estate ~ located at 25 Sussex Road, Camp 70,500.00 Hill, Lower Allen Township, Cumberland County, Pennsylvania. Tax Parcel No. 13-24-0797-224. Total Real Estate 70,500.00 Total inventory 74,299.20 Total Receipts of Principal 74,299.20 2 SCHEDULE B GAINS AND LOSSES ON SALES OR OTHER DISPOSITIONS PRINCIPAL Gain 09/02/2005 Real Estate -located at 25 Sussex Road, Camp Hill, Lower Allen Township, Cumberland County, Pennsylvania. Tax Parcel No. 13-24-0797-224. Property sold on September 2, 2005. Net Proceeds 70,500.00 Fiduciary Acquisition Value -70,500.00 TOTAL GAINS AND LOSSES/PRINCIPAL LESS LOSS NET GAIN OR LOSS Loss 0.00 0.00 0.00 3 SCHEDULE C SUBSEQUENT PRINCIPAL RECEIPTS Reimbursement to Estate for Unauthorized Advances to Kathy Smith Pursuant to Orphan's Court Order dated June 2, 2006 Cumberland County Sheriff's Office Reimbursement for Service Costs 5, 000.00 1,018.61 6,018.61 4 SCHEDULE D DISBURSEMENTS OF PRINCIPAL Debts of Decedent 07/06/2005 09/02/2005 09/02/2005 11 /01 /2005 11/01/2005 Checks written for benefit of estate Citizens Bank ~ Mortgage Account No Settlement Charges The Cumberland Law Journal Notice of Estate Administration The Patriot News Notice of Estate Administration 480.32 49,258.76 2,526.95 75.00 151.59 09/11 /2005 11 /01 /2005 11/10/2005 11/21/2005 12/01 /2007 12/01 /2007 06/28/2006 07/31 /2008 07/31 /2008 10/01 /2008 Total Debts of Decedent 52,492.62 Funeral Expenses Myers Funeral Home, Inc. ~ Funeral Expenses 6,897.50 Total Funeral Expenses Administration Expenses L.G. Conner Real Estate Appraisals Kathy L. Smith -Unauthorized Advance Kathy L. Smith -Unauthorized Advance Martson Deardorff Law Offices -For services to remove Kathy L. Smith as Administratrix and to recover unauthorized advances as per Orphan's Court Order dated June 2, 2006 Register of Wills Office Cumberland County Sheriff's Office Costs for Service Process Additional Filing Fees To be reimbursed to Johnson Duffie Additional Costs ~ Register of Wills Office Copy Charges Reserves: Filing of Formal Account 6.897.50 300.00 4,500.00 1,500.00 3,604.00 38.00 1, 500.00 45.00 29.00 200.00 Total Miscellaneous Administrative Expenses 11,716.00 5 SCHEDULE D DISBURSEMENTS OF PRINCIPAL ~ CON'T Commissions 07/12/2007 Judy Wood - Administratrix Commission 1,867.50 Total Commissions 1.867.50 Fees 11 /01 /2005 Johnson Duffie Stewart & Weidner -Payment of '/z of Attorney Fees at time of filing Inheritance Tax Return 1,867.50 07/31 /2008 Johnson Duffie Stewart & Weidner -Payment of Balance of Attorney Fees Total Fees TOTAL DISBURSEMENTS OF PRINCIPAL 1,867.50 3 735.00 76,508.74 6 PRINCIPAL BALANCE ON HAND # Units Description Cash Johnson Duffie Escrow Account Current Value 4/30/2007 or as Noted 3,609.19 Fiduciary Acquisition Value 3,609.19 Total Cash: 3,609.19 3,609.19 SCHEDULE E CHANGES IN PRINCIPAL HOLDINGS #Units Cost Real Estate 03/11/2005 inventoried 09/02/2005 sold 70,500.00 -70,500.00 0.00 Total 0.00 SCHEDULE F SCHEDULE OF DISTRIBUTION Amount Remaining for Distribution $ 3,609.19 Creditor: Balance Due: Proposed Percentage of Pro Rata Distribution Distribution MBNA America 3,710.37 1,176.58 32.6% Postmark Federal Credit Union 3,226.19 1,023.19 28.4% Balogh Becker, LTD. Discover Credit Card 2,307.02 732.66 20.3% f'JGI 877.00 277.90 7.7% angle Publishing 746.00 238.20 6.6% PPL 172.00 54.13 1.5% PA American Water 161.00 50.42 1.4% Cingular Wireless 150.00 46.91 1.3% Comcast 29.00 9.08 0.25% 9 In the Court of Common Pleas of Cumberland County, Pennsylvania Orphans' Court Division File No. 21-05-402 Estate of Donald H. SCHWARTZ, Deceased Verification Judy M. Wood, Administratrix of the Estate of Donald H. Schwartz, Deceased, hereby declares under oath that she has fully and faithfully discharged the duties of her office; that the foregoing Account is true and correct and fully discloses all significant transactions occurring during the accounting period; that all taxes presently due from the Estate have been paid; and that the grant of Letters of Administration and the first complete advertisement thereof occurred more than four months before the foregoing Account. This statement is made subject to penalties of 1$ Pa. C.S.A. Section 4904 relating to unsworn falsification to authorities. i -~ Dated: j )~ Jud . W d 10 MEMORANDUM GROSS ASSETS OF ESTATE 80,317.81 SCHEDULE OF DISTRIBUTION Amount Remaining for Distribution $ 3,609.19 Creditor: Balance Due: Proposed Percentage of Pro Rata Distribution Distribution MBNA America 3,710.37 1,176.58 32.6% Postmark Federal Credit Union 3,226.19 1,023.19 28.4% Balogh Becker, LTD. Discover Credit Card 2,307.02 732.66 20.3% UGI 877.00 277.90 7.7% Engle Publishing 746.00 238.20 6.6% PPL 172.00 54.13 1.5% PA American Water 161.00 50.42 1.4% Cingular Wireless 150.00 46.91 1.3% Comcast 29.00 9.08 0.25% -, - . a ~-~ ,.; ,_ ~,~ ~_..-, ~. ~~ ;_'_' -~ _,~ r: ~ ?_1 r cry - L~ ESTATE OF DONALD H. SCHWARTZ, DECEASED. Court of Common Pleas of Cumberland County, Pennsylvania Orphan's Court Division ESTATE OF DONALD H. SCHWARTZ, DECEASED. No. 21-2005-0402 PETITION FOR ADJUDICATIONI STATEMENT OF PROPOSED DISTRIBUTION PURSUANT to PA. O.C. Rule 6.9 This form maybe used in all cases involving the Audit of the Account of a Decedent's Estate. If space is insufficient, riders maybe 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 EDMUND G. MYERS Attorney Identification Number: 20558 Johnson, Duffie, Stewart & Weidner P.O. Box 109 r::-> ~=' Lemoyne, PA 17043-0109 `. ~~ ,_, (717) 761-4540 - +~:.~ -:-a ;,_, ;r Estate of DONALD H. SCHWARTZ ,Deceased 1. Name and address of Petitioner: Judy M. Wood 812 Heck Hill Road Lewisberry, PA 17339 Identify any executors or administrators who have not joined in the Petition for Adjudication and Statement of Proposed Distribution and state reason: Kathv L. Smith. oriainally appointed as Co-Administratrix and removed from Office by the Orphan's Court by Order dated June 6 2006, has notjoined in this Petition. Is this the first accounting by this fiduciary? ..........................................Q Yes ^ No If not, identify prior accountings, the accounting periods covered and the date of adjudication of the prior accounting. 2 3 Decedent died on March 11, 2005 Letters Testamentary or D Letters of Administration were granted to Petitioner on April 28, 2005. Date of Will (if applicable): Date(s) of Codicil(s) (if applicable): Was a bond required? ^ Yes Q No If yes, state amount: Are proofs of advertising of the grant of letters attached?..... D Yes ^ No Exhibit "A" and "B" Dates of advertising of grant of letters: Cumberland Law: May 20, 27 and June 3 2005 and Patriot News: May 24, 31 and June 7, 2005 Was decedent survived by a spouse? ................... If yes, name the surviving spouse: ^ Yes QNo 4. Has the surviving spouse filed to take an elective share? ^ Yes D No 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): Judy M. Wood Daughter Kathy L. Smith Daughter 2 Estate of DONALD H. SCHWARTZ ,Deceased 6. Did decedent marry after execution of Will or Codicil(s)?....... ^ Yes Q No Were any children born to decedent after execution of Will or Codicil(s) ........^ Yes D 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? .................... D Yes ^ No Exhibit "C" 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 Adjudications 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 Notices 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. Exhibit "D" 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 in involved, Notice of the Audit has been or will also be given to the Attorney General as required under Pa. O.C. Rule 5.5. In addition, the Attorney General's clearance certificate (or proof of service of Notice and a copy of such Notice) must be submitted herewith or at the Audit. 9. List all parties (charitable and non charitable) of whom Petitioner has 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: 3 Estate of DONALD H. SCHWARTZ ,Deceased A. State each party's relationship to the decedent and the nature of each party's interest(s): NAMES RELATIONSHIP TO DECEDENT INTEREST ,Judy M. Wood daughter 5o°f° 1312 Heck Hill Road l_ewisberry, PA 17339 Kathy L. Smith daughter 50°1° Carlisle, PA 17013 B. Identify each party who is not sui juris (e.g., minors or incapacitate persons). For each such party, give date of birth, name of each Guardian and how each Guardian was appointed. If no Guardian has been appointed, identify the next of the kin of such party, giving the name, address and relationship of each. C. State why a Petition for GuardianlTrustee 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. 10. Other than the claim for the family exemption, list names of all known claimants and the amount of their claims and state whether each claim is admitted. Name and Addresses of Each Claimant Amount of Claim Claim Admitted? Will Claim Be Pa id in Full? MBNA America $3,710.37 ~ Yes ^ Yes ^ No D No Postmark Federal Credit Union $3,226.19 D Yes ^ Yes ^ No D No Balogh Becker, LTD $2,307.02 ~ Yes ^ Yes Discover Credit Card ^ No D No U~CI $ 877.00 D Yes ^ Yes ^ No D No Engle Publishing $ 746.00 ~ Yes ^ Yes ^ No ~ No Pennsylvania Power & Light $ 172.00 D Yes ^ Yes ^ No D No PA American Water $ 161.00 ~ Yes ^ Yes ^ No D No 4 Estate of DONALD H. SCHWARTZ ,Deceased Cingular Wireless $ 150.00 D Yes ^ Yes i ^ No D No Comcast Cable $ 29.00 Yes ^ Yes ^ No D 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: Schedule F for the First and Final Account shows the proposed payments to unpaid Claimants in accordance to Pa C.S.A § 3392(6) '11 12 Was family exemption claimed? ................................. ^ Yes Was family exemption allowed? ................................. ^ Yes Family exemption claimant's name and relationship: Name: Pennsylvania Estate Tax paid, the date(s) of payment(s), and the interest(s) upon which paid, are as follows: Relationship:. The amount of Pennsylvania Transfer Inheritance Tax and additional Date Payment Interest November 15, 2005 $ 0.00 Insolvent Estate N/A 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 Q 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. 1~. A. Describe in detail any questions requiring adjudication and state the position of the Petitioners} as to each question: Under 20 Pa. C.S.A. X3392(6), total claims of creditors exceed the assets available for distribution; a pro rata distribution is proposed as set forth on Schedule F of the First and Final Account. B. Has notice of the question requiring adjudication been given to the parties identified in Paragraph 9 above? .............................. d Yes ^ No [~ N o D No 5 Estate of DONALD H. SCHWARTZ ,Deceased 15. If Petitioner has 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 d 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 O No '{ 8. If a reserve is requested, state amount and purpose. Amount: $200.00 Purpose: Expenses incurred in preparation of Accounting Filing of Petition and Account If a reserve is requested for counsel fees, has notice of the amount of fees to be paid from the reserve been given to the parties in interest? ..............................................^ Yes ^ No If so, attach a copy of the notice. 19. Is the Court being asked to approve the filing of a Schedule of Distribution ...........................................D Yes ^ No As to real estate only? ........................................................^ Yes d No 6 Estate of DONALD H. SCHWARTZ ,Deceased Wherefore, your Petitioner requests that the Court approve the amount of payment to each Creditor as follows: B. Principal: $3,609.19 Creditor Amount Owed Pro Rata Amount to be distributed per Schedule F of the First and Final Account IMBNA America 3,710.37 1,176.58 Postmark Federal Credit Union 3,226.19 1,023.19 Balogh Becker, LTD Discover Credit Card 2,307.02 732.68 IJGI 877.00 277.90 En le Publishin 746.00 238.20 Penns Ivania Power & Li ht 172.00 54.13 Pa American Water 161.00 50.52 Cin ular Wireless 150.00 46.91 Comcast Cable 29.00 9.08 TOTAL: 11,378.58 3,609.19 Submitted by: 1,~~./ J J DY M. WOOD, Petitioner Verification of Petitioner (Verification must be signed by at least one petitioner} The undersigned hereby verifies that the facts set forth in the foregoing Petition for Adjudication/Statement Proposed Distribution which are within the personal acknowledge 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 ant false statements herein are made subject to the penalties of 18 Pa.C.S. § 4904 (relating to unsworn falsification to authorities). L Petitioner 7 Estate of DONALD H. SCHWARTZ ,Deceased 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. Counse for Petitioner 8 COURT OF COMMON PLEAS OF CUMBERLAND COUNTY PENNSYLVANIA ORPHANS' COURT DIVISION NO. 21-2005-0402 ESTATE OF DONALD H. SCHWARTZ FIRST AND FINAL ACCOUNT OF Judy M. Wood, Administratrix for the Estate of Donald H. Schwartz CERTIFICATION OF NOTICE TO BENEFICIARIES PURSUANT TO CUMBERLAND COUNTY ORPHANS' COURT RULES The undersigned certifies that written Notices of the time of presentation of the First and Final Account of Judy M. Wood, Administratrix of the Estate of Donald H. Schwartz have been given at least twenty (20) days prior to the date fixed for confirmation in accordance with and required by Section 3305 of the Pennsylvania Probate, Estates and Fiduciary Code. Date: 111-~ / ~~' ~ Johnson, Duffie, Stewart & Weidner -~ By: ~~~ Edmund G. Myers ESTATE OF DONALD H. SCHWAR TZ SCHEDULE OF EXHIBITS EXHIBIT A EXHIBIT B EXHIBIT C EXHIBIT D EXHIBIT E Notice of Estate Administration -Cumberland Law Journal Notice of Estate Administration -The Patriot News Pa Department of Public Welfare Estate Recovery Program Correspondence Notice of Filing of Account for Beneficiaries and Listing of Beneficiaries receiving Notice Orphan's Court Order Dated June 2, 2006. 3-18607 PROOF OF PUBLICATION OF NOTICE IN CUMBERLAND LAW JOURNAL (Under Act No. 587, approved May 16, 1929), P. L.1784 COMI~~TONWEALTH 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 Joul-~7a1, a Legal periodical published in the Borou~l7 of Carlisle ill d1e County and State aforesaid. was established January 2, 1952, and desigliated 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 .fow-nal on the following dates, viz: May 20, 27, June 3, 2005 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 forego>11g statements as to time, place and character of publication are true. Schwartz, Donald H., decd. Late of Lower Allen Township, Camp HiIl. Co-Administratrices: Judy M. wood, 305 Georgetown Road, Mechanicsburg, PA 17050 and Kathy L. Smith, 40 «~est Balti- more Street, Carlisle, PA 17013. Attorneys: Jerry R. Duffie, Es- quire, Johnson, Duffie, Stewart & Weidner, 301 Market Street, P.O. Box 109, Lemoyne, PA 17043. i tom---- ~ I~,isa Marie Coyne, ditor SW~©~~TO AND SUBSCRIBED before me this 3 day of June . __ ~ ~r _ ~ ~ ~ s,,.~ i<~~.1 ~ .. ,. . ;. ~~ ~ THE PATRIOT NEWS THE SUNDAY PATRIOT NEWS Proof of Publication Under Act No. 587, Approved May 16, 1929 Commonwealth of Petmsylvania, County of Dauphin} ss .Ioseph A. Dennison, being duly sworn according to law, deposes and says: That he is the Assistant Controller of The Patriot News Co., a corporation organized and existing under the laws of the Comrrtonwealth of Pennsylvania, with its principal office and place of business at 812 to 818 Market street, in the City of Harrisburg, County of Dauphin, State of Pennsylvania, owner and publisher of The Patriot- ~~Tews and The Sunday Patriot-News newspapers of general circulation, printed and published at 812 to 818 Market Street, in the City, County and State aforesaid; that The Patriot-News and The Sunday Patriot-News were established March 4th, 1854, and September 18th, 1949, respectively, and all have been continuously published ever since; That the printed notice or publication which is securely attached hereto is exactly as printed and published in their regular daily and/or Sunday/ Metro editions which appeared on the 24th and 31st day(s) of May and the 7th day(s) of June 2005. That neither he nor said Company is interested in the subject matter of said printed notice or advertising, and that all of the allegations of this statement as to the time, place and character of publication are true; and That he has personal knowledge of the facts aforesaid and is duly authorized and empowered to verify this statement on behalf of The Patriot-News Co. aforesaid by virtue and pursuant to a resolution unanimously passed and adopted severally by the stockholders and board of directors of the said Company and su sequently duly recorded in the office for the Recording of Deeds in and for said County of Dauphin in Mis ella ous Book "M", Volume 14, Page 317. ~. 'Li ~~°<< ~'~'r °~~ ~~ ~o~~s ~~ ~~ PUBLICATION '~"~,y'~~' ~ ~ '~ COPX Sworn to and subscribed before rpe :Jris 8th day of J ne 2005' A'.D. °'o~,. ~~~~ C'o ~c g: ~ ~ o~,t Od- ~' NOTICE ~t "- 6g N071CE IS HERESY GIVEN that NO'T`ARY PUBLIC Letters of Adrninlsiratian have been granted to the undersigned in the Estafe of My commission expires June 6, 2006 Donald H. Schwartt, late of Lower Allen Township, camp Hill, Cumberland County, Pennsylvania, who died on Merch 1 L <"005. All persons indebted to the Estate are JOHNSON, DUFFIE, STEWART & WEiDNER required to make payment, and those ATTN: DANA L. WIESEMAN having claims or demonds are to present the sarnewithoutdelavtothetotlawtng; MARKET STREET Judy M. Waod, Co-Administrator 301 i 305 Gearoetown Road P.O. BOX 109 AAecfianicsbur9, PA iTOSp rcathr ~. smiM, Co-Adminishator LEMOYNE PA. 17043-0109 4~0 West Baltimore Stree4 ~ Carlisle, PA 17013 t)r to Jerry R. Duffie,AttorneY Statement of Advertising Costs .lohnson, Dutfie, Stewart & Weidner :401 Markel Street P.O. eoz 109 Lemoyne, PA 17093 To THE PATRIOT-NEWS CO. For publishing the notice or publication attached hereto on the above stated dates 151.9 Publisher's Receipt for Advertising Cost The Patriot News Co., publisher of The Patriot-News and The Sunday Patriot-News, newspapers of general c~xeulation, hereby acknowledge receipt of the aforesaid notice and publication costs and certifies that the same have been duly paid. Sy ................................................................ COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF PUBLIC WELFARE BUREAU OF FINANCIAL OPERATIONS DIVISION OF THIRD PARTY LIABILITY ESTATE RECOVERY PROGRAM PO 80X 8486 HARRISBURG, PA 17105-8486 July 12, 2005 JOHNSON DUFFIE LAW OFFICES DANA L. WIESEMAN 301 MARKET STREET P.O. BOX 109 ESTATE ADMINISTRATION PARALEGAL LEMOYNE PA 17043-0109 Re: DONALD SCHWARTZ SSN: 168-36-6585 Dear DANA L. WIESEMAN: Pursuant to your letter dated July 12, 2005, the Department of Public 4delfare (DPW), Estate Recovery Program, has reviewed the information you provided regarding the above-referenced individual. It has been determined that this individual did not xeceive 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 esta-e. If you have any questions, please feel free to contact me. Sincerely, .~ +~.,~ ~~, .,c~~.ra Carole A. Procope Recovery Section Manager (717)772-6604 COURT OF COMMON PLEAS OF CUMBERLAND COUNTY PENNSYLVANIA ORPHANS' COURT DIVISION NO. 21-2005-0402 IN THE ESTATE OF DONALD H. SCHWARTZ LATE OF LOWER ALLEN TOWNSHIP CUMBERLAND COUNTY, PENNSYLVANIA, DECEASED NOTICE NOTICE is hereby given that the First and Final Account and Statement of Proposed Distribution of Judy M. Wood, Administratrix for the Estate of Donald H. Schwartz, will be filed in the Office of the Clerk of the Orphans' Court Division of the Court of Common Pleas of Cumberland County, Pennsylvania, on or before January 30, 2009 and that the same will be confirmed by the Court on March 3, 2009, unless written objections are filed with the Clerk of the Orphans' Court Division on or before 9:00 A.M. (prevailing time) on January 30, 2009 in accordance with the Rules of the Orphans' Court Division of the Cumberland County Court of Common Pleas. A copy of the First and Final Account and Statement of Proposed Distribution is enclosed herewith. Edmund G. Myers Johnson, Duffie, Stewart & Weidner 301 Market Street P.O. Box 109 Lemoyne, PA 17043-0109 (717) 761-4540 To' BALOGH BECKER LTD. Postmark Federal Credit Union 4150 Olsen Memorial Highway 2630 Linglestown Road Suite 200 Harrisburg, PA 17110 Minneapolis, Minnesota 55422-4811 Client: Discover Financial Services LLC Engle Publishing MBNA America PO Box 500 PO Box 15137 Mount Joy, PA 17552 Wilmington, DE 19850-5137 UGI Utilities PPL PO Box 71203 827 Hausman Road Philadelphia, P A19176-6203 Allentown, PA 18104-9392 Account No. 218 7195320 02 Account No. 31660-78005 Cingular Wireless ~ AT&T Comcast PO Box 8212 4830 Carlisle Pike Aurora, IL 60572-8212 Suite D-14 Account No. 34489332-001-40 Mechanicsburg, PA 17050 Account No. 09547219608-01-0 Pennsylvania American Water 800 W. Hersheypark Drive Hershey, PA 17033