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03-27-09
'~ 1, i 1~5 ~ ~3to .4-3 IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PA. ORPHANS' COURT DIVISION FILE N0. 21-08-0131 C7 c: -; } l -- "'_7 ESTATE OF ELINOR C. GREEN, DECEASED ~- ___~ r't ---------- "> FIRST AND FINAL ACCOUNT OF ~ ~ MANUFACTURERS AND TRADERS TRUST COMPANY, EXECUTOR - -~t Date of Death: January 19, 2008 Date of Executor's Appointment: February 8, 2008 Date of First Complete Advertisement: The Sentinel February 21, 28, and March 6, 2008 Cumberland Law Journal February 22, 29, and March 7, 2008 Accounting for the period: January 19, 2008 to March 10, 2009 Purpose of Account: The Executor 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: Jane F. Burke, Vice President Manufacturers and Traders Trust Company One West High Street Carlisle, PA 17013 (717) 240-4504 Or Salzmann Hughes, PC 354 Alexander Spring Road, Suite 1 Carlisle, PA 17015 I^J ~-, ~~ ~ c~ faJ fJ --.,E ~„ C ~*1 -.; __ -.. _•~ r' i '~7 --_~ _-,.~ ~: -~ z i - 1 - SUrIldARY OF ACCOUNT PRINCIPAL Receipts Net Loss on Sales or Disposition Less Disbursements: Funeral Expenses Debts of Decedent Federal State & Local Taxes Administration - Misc. Exp. Balance before Distributions Distributions to Beneficiaries Principal Balance on Hand PAGES 3-4 $ 1,149,139.29 5 -10,903.8.1 $ 1,138,235.48 6 $ 10,363.16 6-g 15,562.92 g 48,370.55 9-10 61,987.15 -136,283.78 $ 1,001,951.70 11 -15,835.00 12 $ 986,116.70 For Information: Changes in Holdings INCOME Receipts Less Disbursements Balance before Distributions Distributions to Beneficiaries Income Balance on Hand COMBINED BALANCE ON HAND Proposed Principal Distributions Proposed Income Distributions Verification 13-16 17-19 $ 28,397.14 20 -1,663.64 $ 26,733.50 21-23 -22,160.63 24 $ 4,572.87 $ 990,689.57 25-35 36-38 39 - 2 - PRINCIPAL RECEIPTS Assets Listed in Inventory (Valued as of Date of Death) Real Estate 240 Glendale Street, Cumberland County, Carlisle, PA - Sale Price Common Stocks 1,546 Shs. Bank of America Corporation 645 Shs. Gencorp Incorporated 964 Shs. Hancock Fabrics 186 Shs. Monsanto Company Accrued Dividend 621 Shs. Norfolk Southern Corporation 645 Shs. Omnova Solutions Incorporated 3,653 Shs. Pepsico Incorporated 770 Shs. Pfizer Incorporated 2,233 Shs. PNC Financial Services Group Incorporated Accrued Dividend 1,200 Shs. PPG Industries Incorporated 1,757 Shs. Wachovia Corporation 4,320 Shs. Yum!Brands Incorporated Accrued Dividend Personal Effects Personal Property - Appraised Value Mutual Funds 1,000 Shs. Nuveen Pfd & Cvrt Income Fund FORWARD 240,000.00 55,930.42 6,401.63 650.70 18,860.40 32.55 27,379.89 2,297.81 257,061.61 17,353.88 126,644.60 1,406.79 73,860.00 55,046.81 142,624.80 648.00 14,835.00 10,865.00 1,051,899.89 - 3 - PRINCIPAL RECEIPTS (cont'd) FORWARD S 1,051,899.89 80,889.75 M&T Bank Checking Account #415464 M&T Bank Checking Account #1197746 1,950.06 267.49 4 Citi/Smith Barney Money Market Balance , 6,515.00 2007 Federal Income Tax Refund 492.00 2007 State Income Tax Refund 179.35 2008 Economic Stimulus Payment 24.33 Embarq Telephone Service - Refund Ewing Brothers Funeral Home Incorporated 60.00 - Refund Family Home Health Care Products 160.92 Incorporated - Refund 154.35 Highmark Insurance Premium - Refund Lititz Mutal Insurance Homeowners Policy 502.00 Premium - Refund Natural History Subscription - Refund 5.00 51.20 New York Times - Refund Pro Rata Share of Real Estate Taxes on 1 987.95 Sale of 240 Glendale Street, Carlise, PA , TOTAL PRINCIPAL RECEIPTS $ 1,149,139.29 - 4 - PRINCIPAL GAINS OR LOSSES ON SALES OR OTHER DISPOSITIONS 09/09/08 240 Glendale Street, Cumberland County, Carlisle, PA Net Proceeds 240,000.00 Acquisition Value 240,000.00 09/25/08 1,000 Shs. Nuveen Pfd & Cvrt Income Fund Net Proceeds 6,356.76 Acquisition Value 10,865.00 01/21/09 0.8187 Shs. We11s Fargo & Company Net Proceeds 17.16 Acquisition Value 128.83 02/03/09 186 Shs. Monsanto Company Net Proceeds 14,670.66 Acquisition Value 18,860.40 02/03/09 645 Shs. Omnova Solutions Incorporated Net Proceeds 516.96 Acquisition Value 2,297.81 02/03/09 964 Shs. Hancock Fabrics Net Proceeds 337.39 Acquisition Value 650.70 TOTALS NET LOSS TRANSFERRED TO SUMMARY GAIN LOSS $ 4,508.24 111.67 4,189.74 1,780.85 313.31 S .00 $ 10,903.81 $ 10,903.81 - 5 - DISBURSEMENTS OF PRINCIPAL FUNERAL EXPENSES Ewing Brothers Funeral Home Incorporated 02/12/08 Funeral Expense DEBTS OF DECEDENT AT&T - Telephone Expense 02/14/08 04/03/08 $ 197.54 82.98 $ 10,363.16 S 10,363.16 Betra In Home 02/12/08 Balance Due Borough of Carlisle - Water & Sewer Expense 02/14/08 02/29/08 04/03/08 05/02/08 08/20/08 Carlisle Digestive Disease Association 03/04/08 Medical Expense M&T Bank Checking Account #415464 02/20/08 Outstanding Check #3864 paid to Joann Gardner 02/20/08 Outstanding Check #3854 paid to Ellen Tyree 02/20/08 Outstanding Check #3865 paid to Family Home Medical 02/20/08 Outstanding Check #3866 paid to Family Home Medical 02/20/08 Outstanding Check #3851 paid to Lauren Crooke 02/20/08 Outstanding Check #3832 paid to Tim Green 02/20/08 Outstanding Check #3834 paid to Tim Green 02/20/08 Outstanding Check #3912 paid to Westminster Cemetery FORWARD 280.52 1,477.96 S 30.36 25.05 20.75 20.75 62.25 159.16 135.00 $ 270.00 1,000.00 640.00 94.82 1,000.00 500.00 500.00 1,270.00 5,274.82 $ 7,327.46 S 10,363.16 - 6 - DISBURSEMENTS OF PRINCIPAL (cont'd) FORWARD $ 7,327.46 $ DEBTS OF DECEDENT (cont'd) M&T Bank Checking Account #1197746 02/20/08 Outstanding Check #1690 paid to Jack Nace 50.00 Comcast Cable - Cable Expense 03/03/08 18.45 Dannv Raudabauah 06/18/08 Replace Sidewalk & Curbing per Borough Ordinance $ 2,215.00 08/25/08 Final Payment for Replace Sidewalk & Curbing per Borough Ordinance 2,215.00 4,430.00 Embara - Telephone Expense 02/14/08 36.56 Hilton's Lock Service 02/14/08 Lock Changed at 240 Glendale Street 189.01 Jack Nace 03/18/08 2007 Individual Income Tax Preparation Fee 365.00 Jesse Ruth 03/03/08 Snow Removal $ 20.00 03/31/08 Snow Removal 30.00 05/19/08 Lawn Care/Landscaping Expense 30.00 07/15/08 Lawn Care/Landscaping Expense 60.00 140.00 PPL Electric Utilites - Electricity Expense 02/14/08 $ 03/05/08 64.08 05/29/08 114.76 06/26/08 18.41 07/25/08 30.04 25.16 FORWARD $ - 7 - 252.45 $ 12,556.48 $ 10,363.16 10,363.16 DISBURSEMENTS OF PRINCIPAL (cont'd) FORWARD $ 252.45 S 12,556.48 S DEBTS OF DECEDENT (cont'd PPL Electric_Utilites - Electricity Expense (cont'd) 08/27/08 20.80 09/10/08 11.13 284.38 Quality Care Pharmacy - Prescription Drug Expense 132.83 02/15/08 SES Insurance Brokerage Service Incorporated 05/01/08 Master Trust Insurance Premium $ 1,320.00 09/22/08 Refund of Master Trust Insurance Premium -453.00 867.00 Susan L. Hope 06/17/08 Cleaning at 240 Glendale Street, 157.50 Carlisle, PA Terry Lindsey 06/04/08 Property Clean-up at 240 Glendale 365.00 Street, Carlisle, PA. Tom Oiler 212.00 07/09/08 Lawn Care/Landscaping Expense U_GI Utilities Incorporated - Gas Expense 02/14/08 02/29/08 04/03/08 05/02/08 06/03/08 07/03/08 08/01/08 09/05/08 09/11/08 10/10/OS Refund FORWARD 10,363.16 $ 379.27 237.75 211.54 62.47 37.67 25.04 11.99 13.70 22.00 -13.70 987.73 15,562.92 $ 25,926.08 - 8 - DISBURSEMENTS OF PRINCIPAL (cont'd) FORWARD FEDERAL STATE & LOCAL TAXES Carlisle Boroucth Tax Account 04/04/08 County/Municipal Real Estate Tax $ 846.91 12/23/08 2008 Per Capita Tax 5.50 Cumberland County Reaister of Wills 04/11/08 Pennsylvania Inheritance Tax Payment $ 43,500.00 09/26/08 Pennsylvania Inheritance.Tax - Balance Due 1,934.48 Stephen Hietsch Tax Collector 07/25/08 School Real Estate Tax ADMINISTRATION - MISC EXPENSES Cumberland County Reaister of Wills 02/06/08 Letters Testatmentary $ 830.00 09/26/08 Filing Fee 15.00 Cumberland Law Journal 02/12/08 Cost of Advertising and Proof of Publication 240 Glendale Street, Carlisle PA 09/05/08 1$ Real Estate Transfer Tax on Sale of Home $ 2,400.00 09/05/08 Borough of Carlisle - Final Bill Water & Sewer Service on Sale of Home 20.75 Jesse Ruth 10/10/08 Lawn Care/Landscaping Expense Rowe's Auction Service 02/12/08 Appraisal Fee - Personal Property FORWARD 852.41 45,434.48 $ 25,926.08 2,083.66 98,370.55 845.00 75.00 2,420.75 30.00 150.00 $ 3,520.75 $ 74,296.63 - 9 - DISBURSEMENTS OF PRINCIPAL (cont'd) FORWARD $ 3,520.75 S 74,296.63 ADMINISTRATION - MISC EXPENSES (cont'd) The Sentinel 03/11/08 Cost of Advertising and Proof of Publication S W Barrett Real Estate & Appraisal 12/17/08 Appraisal Fee - 240 Glendale Street, Carlisle, PA 158.62 325.00 RESERVES: Salzmann Hughes, PC - Attorney Fee Manufacturers and Traders Trust Company - Executor Fee Cumberland County Register of Wills - Filing Fee $ 19,000.00 37,482.78 1,500.00 57,982.78 61,987.15 TOTAL DISBURSEMENTS OF PRINCIPAL $ 136,283.78 - 10 - DZSTRIBIITZONS OF PRINCIPAL TO BENEFICIARIES Elinor C. Peterson 02/29/08 Specific Bequest Familv of Elinor C. Green 03/25/08 Personal Property TOTAL DISTRIBUTIONS OF PRINCIPAL TO BENEFICIARIES $ 1,000.00 14,835.00 $ 15,835.00 - 11 - PRZNCIPAh BALANCE ON HAND FIDUCIARY VALUE AT ACQUISITION 03/10/2009 VALUE Common Stocks 1,546 Shs. Bank of America Corporation $ 7,405.34 $ 55,930.42 645 Shs. Gencorp Incorporated 1,515.75 6,901.63 621 Shs. Norfolk Southern Corporation 17,518.41 27,379.89 3,653 Shs. Pepsico Incorporated 170,229.80 257,061.61 770 Shs. Pfizer Incorporated 10,079.30 17,353.88 2,233 Shs. PNC Financial Services Group 55,177.43 126,644.60 Incorporated 1,200 Shs. PPG Industries Incorporated 39,228.00 73,860.00 349 Shs. We11s Fargo & Company 4,121.69 54,917.98 4,320 Shs. Yum!Brands Incorporated 107,740.80 142,624.80 $ 413,016.52 $ 762,174.81 CASH (AUTOMATICALLY INVESTED) 223,941.89 223,941.89 TOTAL PRINCIPAL BALANCE ON HAND $ 636,958.41 $ 986,116.70 THE ABOVE CASH IS CURRENTLY INVESTED IN MTB Money Market-Inst I Fund #420 - 12 - CHANGES IN PRINCIPAL HOLDINGS 240 Glendale Street, Cumberland County Carlisle, PA 0 Inventoried 09/09/08 Sold 0 Bank of America Corporation 1,546 Shs. Inventoried Gencorp Incorporated 645 Shs. Inventoried Hancock Fabrics 964 Shs. Inventoried 02/03/09 964 Shs. Sold 0 Shs. Monsanto Companv 186 Shs. Inventoried 02/03/09 186 Shs. Sold 0 Shs. ACCOUNT VALUE S 240,000.00 -240,000.00 S 0.00 $ 55,930.42 $ 6,401.63 S 650.70 -650.70 $ 0.00 $ 18,860.40 -18,860.40 S 0.00 - 13 - CHANGES IN PRINCIPAL HOLDINGS (cont'd) Norfolk Southern Corporation 621 Shs. Inventoried Nuveen Pfd & Cvrt Income Fund 1,000 Shs. Inventoried 09/25/08 1,000 Shs. Sold 0 Shs. Omnova Solutions Incorporated 645 Shs. Inventoried 02/03/09 645 Shs. Sold 0 Shs. PepsiCo Incorporated 3,653 Shs. Inventoried Personal Property 0 Inventoried 03/25/08 0 Distributed 0 ACCOUNT VALUE $ 27,379.89 $ 10,865.00 -10,865.00 $ 0.00 $ 2,297.81 -2,297.8.1_ $ 0.00 $ 257,061.61 $ 14,835.00 -14,835.00 $ 0.00 - 14 - CHANGES IN PRINCIPAL HOLDINGS (cont'd) ACCOUNT VALUE Pfizer Incorporated 770 Shs. --------------------- --------------------- Inventoried $ ---- 17,353.88 -------------- PNC Financial Services Group ---- -------------- Incorporated 2,233 Shs. --------------------- --------------------- Inventoried $ ---- 126,644.60 -------------- PPG Industries Incorp orated ---- -------------- 1,200 Shs. --------------------- --------------------- Inventoried $ ---- 73,860.00 -------------- Wachovia Corporation ---- -------------- 1,757 Shs. Inventoried $ 55,046.81 01/02/09 1,757 Shs. Delivered in merger with Wells Fargo & Company -55,046.81 0 Shs. --------------------- ---------- $ 0.00 ----------- Wells Fargo & Company ---- ---- -------------- -------------- 01/02/09 349.8187 Shs. Received in merger with Wachovia Corporation at a rate of 0.1991 shares for each share held $ 55,046.81 01/21/09 0.8187 Shs. Sold -128.83 349 Shs. $ 54,917.98 - 15 - CHANGES IN PRINCIPAL HOLDINGS (cont'd) Yum~Brands Incorporated 4,320 Shs. Inventoried ACCOUNT VALUE 142,624.80 - 16 - RECEIPTS OF INCOME Bank of America Corporation 06/27/08 Dividend 1,546 Shs. 09/26/08 Dividend 1,546 Shs. 12/26/08 Dividend 1,546 Shs. Citi/Smith Barney Money Market Balance 03/18/08 Interest M&T Bank Checking Account #415464 02/22/08 Interest Monsanto Company 01/19/08 Accrued Dividend 03/18/08 Dividend 186 Shs. 04/25/08 Dividend 186 Shs. 07/25/08 Dividend 186 Shs. 10/24/08 Dividend 186 Shs. 01/30/09 Dividend 186 Shs. MTB Money Market-Inst I Fund #420 03/03/08 Interest 04/01/08 Interest 05/01/08 Interest 06/02/08 Interest 07/01/08 Interest 08/01/08 Interest 09/02/08 Interest 10/Ol/O8 Interest 11/03/08 Interest 12/01/08 Interest 01/02/09 Interest 02/02/09 Interest 03/02/09 Interest Norfolk Southern Corporation 03/18/08 Dividend 621 Shs. 06/10/08 Dividend 621 Shs. 09/10/08 Dividend 621 Shs. 12/10/08 Dividend 621 Shs. 03/10/09 Dividend 621 Shs. FORWARD $ 989.44 989.44 494.72 $ 2,473.60 11.60 2.10 $ -32.55 32.55 32.55 44.64 44.64 44.64 166.47 $ 108.40 159.73 96.46 67.78 64.49 70.33 69.99 397.21 416.12 279.84 179.87 132.33 79.91 2,122.46 S 180.09 180.09 198.72 198.72 211.14 968.76 $ 5,744.99 - 17 - RECEIPTS OF INCOME (cont'd) FORWARD $ 5,744.99 Nuveen Pfd &_Cvrt Income Fund 04/01/08 Dividend 1,000 Shs. $ 285.00 07/03/08 Dividend 1,000 Shs. 285.00 10/01/08 Dividend 1,000 Shs. 242.00 812.00 Pepsico Incorporated 03/31/08 Dividend 3,653 Shs. $ 1,369.88 06/30/08 Dividend 3,653 Shs. 1,552.53 09/30/08 Dividend 3,653 Shs. 1,552.53 01/02/09 Dividend 3,653 Shs. 1,552.53 6,027.47 Pfizer Incorporated 03/18/08 Dividend 770 Shs. $ 246.40 06/03/08 Dividend 770 Shs. 246.40 09/03/08 Dividend 770 Shs. 246.40 12/02/08 Dividend 770 Shs. 246.40 03/03/09 Dividend 770 Shs. 246.40 1,232.00 PNC Financial Services Grou Incorporated 01/19/08 Accrued Dividend $ -1,406.79 03/18/08 Dividend 2,233 Shs. 1,406.79 04/29/08 Dividend 2,233 Shs. 1,473.78 07/24/08 , Dividend 2,233 Shs. 1,473.78 10/24/08 Dividend 2,233 Shs. 1,473.78 78 5,895.12 473 1 01/26/09 Dividend 2,233 Shs. . , PPG Industries Incorporated 03/18/08 Dividend 1,200 Shs. $ 624.00 06/12/08 Dividend 1,200 Shs. 624.00 09/12/08 Dividend 1,200 Shs. 624.00 00 2,508.00 636 12/12/08 Dividend 1,200 Shs. . Wachovia Corporation 03/17/08 Dividend 1,757 Shs. $ 1,124.48 03/28/08 Dividend 1,757 Shs. 989.44 06/16/08 Dividend 1,757 Shs. 658.88 09/15/08 Dividend 1,757 Shs. 87'85 85 2,948.50 87 12/15/08 Dividend 1,757 Shs. . FORWARD $ 25,168.08 - 18 - RECEIPTS OF INCOME (cont'd) FORWARD $ 25,168.08 Wells FdrQO & Company 03/02/09 Dividend 349 Shs. Yum!Brands Incorporated 01/19/08 Accrued Dividend 03/18/08 Dividend 4,320 Shs. 05/02/08 Dividend 4,320 Shs. 08/01/08 Dividend 4,320 Shs. 11/07/08 Dividend 4,320 Shs. 02/06/09 Dividend 4,320 Shs. TOTAL RECEIPTS OF INCOME 118.66 S -648.00 648.00 648.00 820.80 820.80 820.80 3.110.40 $ 28,397.14 - 19 - DISBURSEMENTS OF INCOME Manufacturers and Traders Trust Company - Commission 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 12/15/08 01/15/09 02/17/09 TOTAL DISBURSEMENTS OF INCOME 6.50 298.75 135.05 67.10 213.02 144.58 68.34 196.14 165.32 81.65 138.89 148.30 $ 1 663.64 $ 1,663.64 - 20 - DISTRIBUTIONS OF INCOME TO BENEFICIARIES A. Tanya W. Gobel 09/30/08 Distribution $ 539.55 12/31/08 Distribution 152.97 $ 692.52 David C. Whalen 09/30/08 Distribution $ 539.55 12/31/08 Distribution 152.97 692.52 Donald Curtis Whalen 09/30/08 Distribution $ 539.55 12/31/08 Distribution 152.97 692.52 E11en G. Tyree 09/30/08 Distribution $ 971.19 12/31/08 Distribution 275.34 1,246.53 Heather Green 09/30/08 Distribution $ 539.55 12/31/08 Distribution 152.97 692.52 Joseph E. Green III 09/30/08 Distribution $ 1,726.57 12/31/08 Distribution 489.50 2,216.07 Kristin A. Green 09/30/08 Distribution $ 539.55 12/31/08 Distribution 152.97 692.52 Lauren C. G. Crooke ' 09/30/08 Distribution $ 539.55 12/31/08 Distribution 152.97 692.52 Michael T. Green 09/30/08 Distribution $ 1,726.57 12/31/08 Distribution 489.50 2,216.07 FORWARD $ 9,833.79 - 21 - DISTRIBUTIONS OF INCOME TO BENEFICIARIES (cont'd) $ 9,833.79 FORWARD Michael 0. Green $ 539.55 09/30/08 Distribution 152.97 692.52 12/31/08 Distribution Michele S. Green $ 971.19 09/30/08 Distribution 275.34 1,246.53 12/31/08 Distribution Megan Whalen Turner $ 539.55 09/30/08 Distribution 152.97 692.52 12/31/08 Distribution Nora G. Whalen $ 1,726.57 09/30/08 Distribution 489.50 2,216.07 12/31/08 Distribution Patricia A. Montaomery $ 971.19 09/30/08 Distribution 275.34 1,246.53 12/31/08 Distribution Salene Green $ 539.55 09/30/08 Distribution 152.97 692.52 12/31/08 Distribution Todd A. Green $ 971.19 09/30/08 Distribution 275.34 1,246.53 12/31/08 Distribution Teresa Dilvs Green $ 1,115.03 09/30/08 Distribution 316.09 1,431.12 12/31/08 Distribution Timothy M. Green $ 1,115.19 09/30/08 Distribution 316.17 1,431.36 12/31/08 Distribution $ 20,729.49 FORWARD - 22 - DISTRIBUTIONS OF INCOME TO BENEFICIARIES (cont'd) FORWARD $ 20,729.49 Valerie Elaine Green 09/30/08 Distribution $ 1,115.02 12/31/08 Distribution 316.12 1,431.14 TOTAL DISTRIBUTIONS OF INCOME TO BENEFICIARIES $ 22,160.63 - 23 - INCOME BALANCE ON HAND CASH (AUTOMATICALLY INVESTED) TOTAL INCOME BALANCE ON HAND FIDUCIARY VALUE AT ACQUISITION 03/10/2009 VALUE $ 4,572.87 $ 4,572.87 $ 4,572.87 S 4,572.87 THE ABOVE CASH IS CURRENTLY INVESTED IN MTB Money Market-Inst I Fund #920 - 24 - ~ } PROPOSED PRINCIPAL DISTRIBUTION SCHEDULE Market Value Fiduciary as of Acquisition 03/10/2009 Value Joseph E. Green III - 10°s Share of Residue 154 Shs. Bank of America Corporation $ 737.66 $ 5,571.34 64 Shs. Gencorp Incorporated 150.40 635.20 62 Shs. Norfolk Southern Corporation 1,749.02 2,733.58 365 Shs. Pepsico Incorporated 17,009.00 25,685.05 77 Shs. Pfizer Incorporated 1,007.93 1,735.39 120 Shs. PPG Industries Incorporated 3,922.80 7,386.00 35 Shs. Wells Fargo & Company 413.35 5,507.53 432 Shs. Yum!Brands Incorporated 10,774.08 14,262.48 223 Shs. PNC Financial Services Group Incorporated 5,510.33 12,647.45 • Principal Cash 22,421.27 22,421.27 $ 63,695.84 $ 98,585.29 Nora G. Whalen - 10$ Share of Residue 154 Shs. Bank of America Corporation $ 737.66 $ 5,571.34 64 Shs. Gencorp Incorporated 150.40 635.20 62 Shs. Norfolk Southern Corporation 1,749.02 2,733.58 365 Shs. Pepsico Incorporated 17,009.00 25,685.05 77 Shs. Pfizer Incorporated 1,007.93 1,735.39 120 Shs. PPG Industries Incorporated 3,922.80 7,386.00 35 Shs. We11s Fargo & Company 413.35 5,507.53 932 Shs. Yum!Brands Incorporated 10,774.08 14,262.48 FORWARD $ 35,764.24 $ 63,516.57 - 25 - PROPOSED PRINCIPAL DISTRIBUTION SCHEDULE (cont'd) FORWARD $ 35,764.24 $ 63,516.57 223 Shs. PNC Financial Services Group Incorporated 5,510.33 12,647.45 Principal Cash 22,421.27 22,421.27_ 63,695.84 98,585.29 Michael T. Green - 10~ Share of Residue 154 Shs. Bank of America Corporation 64 Shs. Gencorp Incorporated 62 Shs. Norfolk Southern Corporation 365 Shs. Pepsico Incorporated 78 Shs. Pfizer Incorporated 120 Shs. PPG Industries Incorporated 35 Shs. Wells Fargo & Company 432 Shs. Yum!Brands Incorporated 223 Shs. PNC Financial Services Group Incorporated Principal Cash Kristin A. Green - 3.125g Share of Residue 48 Shs. Bank of America Corporation 20 Shs. Gencorp Incorporated 19 Shs. Norfolk Southern Corporation 114 Shs. Pepsico Incorporated 24 Shs. Pfizer Incorporated 37 Shs. PPG Industries Incorporated FORWARD $ 737.66 $ 5,571.34 150.40 635.20 1,749.02 2,733.58 17,009.00 25,685.05 1,021.02 1,757.93 3,922.80 7,386.00 413.35 5,507.53 10,774.08 14,262.48 5,510.33 12,647.45 22,408.18 22 408.18 63,695.84 98,594.74 $ 229.92 $ 1,736.52 47.00 198.50 535.99 837.71 5,312.40 8,022.18 314.16 540.90 1,209.53 2,277.35 $ 7,649.00 $ 13,613.16 - 26 - PROPOSED PRINCIPAL DISTRIBUTION SCHEDULE (cont'd) FORWARD $ 7,649.00 $ 11 Shs. Wells Fargo & Company 135 Shs. Yum!Brands Incorporated 70 Shs. PNC Financial Services Group Incorporated Principal Cash Lauren C. G. Crooke - 3.125o Share of Residue 48 Shs. Bank of America Corporation 20 Shs. Gencorp Incorporated 19 Shs. Norfolk Southern Corporation 119 Shs. Pepsico Incorporated 24 Shs. Pfizer Incorporated 70 Shs. PNC Financial Services Group Incorporated 37 Shs. PPG Industries Incorporated 11 Shs. Wells Fargo & Company 135 Shs. Yum!Brands Incorporated Principal Cash A. Tanva W. Gobel - 3.125$ Share of Residue 48 Shs. Bank of America Corporation 20 Shs. Gencorp Incorporated 19 Shs. Norfolk Southern Corporation 114 Shs. Pepsico Incorporated FORWARD 13,613.16 129.91 1,730.94 3,366.90 4,457.03 1,729.70 3,970.05 7,029.45 7,029.45 19,904.96 30,800.63 $ 229.92 $ 1,736.52 47.00 198.50 535.99 837.71 5,312.40 8,022.18 314.16 540.90 1,729..70 3,970.05 1,209.53 2,277.35 129.91 1,730.94 3,366.90 4,457.03 7,029.45 7,029.45 19,904.96 30,800.63 $ 229.92 S 1,736.52 47.00 198.50 535.99 837.71 5,312.40 8,022.18 $ 6,125.31 $ 10,794.91 - 27 - PROPOSED PRINCIPAL, DISTRIBUTION SCHEDULE (cont'd) FORWARD $ 6,125.31 $ 10,794.91 24 Shs. Pfizer Incorporated 70 Shs. PNC Financial Services Group Incorporated 37 Shs. PPG Industries Incorporated 11 Shs. Wells Fargo & Company 135 Shs. Yum!Brands Incorporated Principal Cash Donald Curtis Whalen - 3.125°s Share of Residue 48 Shs. Bank of America Corporation 20 Shs. Gencorp Incorporated 19 Shs. Norfolk Southern Corporation 114 Shs. Pepsico Incorporated 24 Shs. Pfizer Incorporated 70 Shs. PNC Financial Services Group Incorporated 37 Shs. PPG Industries Incorporated 11 Shs. Wells Fargo & Company 135 Shs. Yum!Brands Incorporated Principal Cash David C. Whalen - 3.125o Share of Residue 48 Shs. Bank of America Corporation 20 Shs. Gencorp Incorporated FORWARD 314.16 540.90 1,729.70 1,209.53 129.91 3,366.90 7,029.45 19,904.96 3,970.05 2,277.35 1,730.94 4,457.03 7 029.45 30,800.63 $ 229.92 $ 1,736.52 47.00 198.50 535.99 837.71 5,312.40 8,022.18 314.16 540.90 1,729.70 3,970.05 1,209.53 2,277.35 129.91 1,730.94 3,366.90 4,457.03 7,029.45_ 7,029.45 19,904.96 30,800.63 $ 229.92 $ 47.00 $ 276.92 $ 1,736.52 198.50 1,935.02 - 28 - PROPOSED PRINCIPAL DISTRIBUTION SCHEDULE (cont'd) FORWARD $ 276,82 $ 19 Shs. Norfolk Southern Corporation 114 Shs. Pepsico Incorporated 24 Shs. Pfizer Incorporated 70 Shs. PNC Financial Services Group Incorporated 37 Shs. PPG Industries Incorporated 11 Shs. Wells Fargo & Company 135 Shs. Yum!Brands Incorporated Principal Cash Megan Whalen Turner - 3.125°s Share of Residue 48 Shs. Bank of America Corporation 20 Shs. Gencorp Incorporated 19 Shs. Norfolk Southern Corporation 114 Shs. Pepsico Incorporated 24 Shs. Pfizer Incorporated 70 S"hs. PNC Financial Services Group Incorporated 37 Shs. PPG Industries Incorporated 11 Shs. We11s Fargo & Company 135 Shs. Yum!Brands Incorporated Principal Cash 1,935.02 535.99 837.71 5,312.40 8,022.18 314.16 540.90 1,729.70 1,209.53 129.91 3,366.90 7,029.45 19,904.96 3,970.05 2,277.35 1,730.94 4,457.03 7,029.45 30,800.63 $ 229.92 $ 1,736.52 47.00 198.50 535.99 837.71 5,312.40 8,022.18 314.16 540.90 1,729.70 3,970.05 1,209.53 2,277.35 129.91 1,730.94 3,366.90 4,457.03 7,029.45 _ 7,029.45 19,904.96 30,800.63 - 29 - PROPOSED PRINCIPAL DISTRIBUTION SCHEDULE (cont'd) Heather Green - 3.125% Share of Residue 48 Shs. Bank of America Corporation 20 Shs. Gencorp Incorporated 19 Shs. Norfolk Southern Corporation 114 Shs. Pepsico Incorporated 70 Shs. PNC Financial Services Group Incorporated 37 Shs. PPG Industries Incorporated 24 Shs. Pfizer Incorporated 11 Shs. Wells Fargo & Company 135 Shs. Yum!Brands Incorporated Principal Cash Michael 0. Green - 3.125°s Share of Residue 48 Shs. Bank of America Corporation 20 Shs. Gencorp Incorporated 19 Shs. Norfolk Southern Corporation 114 Shs. Pepsico Incorporated 24 Shs. Pfizer Incorporated 70 Shs. PNC Financial Services Group Incorporated 37 Shs. PPG Industries Incorporated 11 Shs. Wells Fargo & Company 135 Shs. Yum!Brands Incorporated FORWARD - 30 - $ 229,92 $ 1,736.52 47.00 198.50 535.99 837.71 5,312.40 8,022.18 1,729.70 3,970.05 1,209.53 2,277.35 314.16 540.90 129.91 1,730.94 3,366.90 4,457.03 7,029.44 7,029.44 19,904.95 30,800.62 $ 229,92 $ 1,736.52 47.00 198.50 535.99 837.71 5,312.40 8,022.18 314.16 540.90 1,729.70 3,970.05 1,209.53 2,277.35 129.91 1,730.94 3,366.90 4,457.03 $ 12,875.51 $ 23,771.18 PROPOSED PRINCIPAL DISTRIBUTION SCHEDULE (cont'd) FORWARD $ 12,875.51 $ 23,771.18 Principal Cash 7,029.44 _ 7,029.44 19,904.95 30,800.62 Salene Green - 3.125o Share of Residue 48 Shs. Bank of America Corporation 20 Shs. Gencorp Incorporated 19 Shs. Norfolk Southern Corporation 114 Shs. Pepsico Incorporated 24 Shs. Pfizer Incorporated 70 Shs. PNC Financial Services Group Incorporated 38 Shs. PPG Industries Incorporated 11 Shs. Wells Fargo & Company 135 Shs. Yum!Brands Incorporated Principal Cash Patricia A. Montctomerv - 5.625a Share of Residue 88 Shs. Bank of America Corporation 36 Shs. Gencorp Incorporated 36 Shs. Norfolk Southern Corporation 206 Shs. Pepsico Incorporated 43 Shs. Pfizer Incorporated 126 Shs. PNC Financial Services Group Incorporated 68 Shs. PPG Industries Incorporated FORWARD $ 229.92 $ 1,736.52 47.00 198.50 535.99 837.71 5,312.40 8,022.18 314.16 590.90 1,729.70 3,970.05 1,242.22 2,338.90 129.91 1,730.94 3,366.90 4,457.02 6,996.75 6,996.75 19,904.95 30,829.47 421.52 $ 84.60 1,015.56 9,599.60 562.87 3,183.62 357.31 1,587.24 14,496.22 969.11 3,113.46 2,222.92 S 17,020.53 $ 7,146.09 4,185.40 31,924.99 - 31 - PROPOSED PRINCIPAL DISTRIBUTION SCHEDULE (cont'd) FORWARD $ 17,020.53 $ 31,924.99 236.20 3,147.16 20 Shs. Wells Fargo & Company 6,060.42 8,022.64 243 Shs. Yum!Brands Incorporated 12,511.76 12,511.76 Principal Cash 35,828.91 55,606.55 E11en G. Tyree - 5.625°s Share of Residue 88 Shs. Bank of America Corporation 36 Shs. Gencorp Incorporated 36 Shs. Norfolk Southern Corporation 206 Shs. Pepsico Incorporated 43 Shs. Pfizer Incorporated 126 Shs. PNC Financial Services Group Incorporated 68 Shs. PPG Industries Incorporated 20 Shs. Wells Fargo & Company 243 Shs. Yum!Brands Incorporated Principal Cash $ 421.52 $ 84.60 1,015.56 9,599.60 562.87 3,113.46 2,222.92 236.20 6,060.42 12,511.76 35,828.91 3,183.62 357.31 1,587.24 14,496.22 969.11 7,146.09 4,185.40 3,147.16 8,022.64 12 511.76 55,606.55 Michele S. Green - 5.625$ Share of Residue 88 Shs. Bank of America Corporation 36 Shs. Gencorp Incorporated 36 Shs. Norfolk Southern Corporation 206 Shs. Pepsico Incorporated 43 Shs. Pfizer Incorporated FORWARD $ 421.52 $ 3,183.62 84.60 357.30 1,015.56 1,587.24 9,599.60 14,496.22 562.87 969.11 $ 11,684.15 $ 20,593.49 - 32 - 88 Shs. Bank of America Corporation $ 421.52 $ 3,183.61 36 Shs. Gencorp Incorporated 84.60 357.30 36 Shs. Norfolk Southern Corporation 1,015.56 1,587.24 206 Shs. Pepsico Incorporated 9,599.60 14,496.22 43 Shs. Pfizer Incorporated 562.87 969.11 125 Shs. PNC Financial Services Group Inc orpor ated 3,088.75 7,089.38 68 Shs. PPG Industries Incorporated 2,222.92 4,185.40 20 Shs. Wells Fargo & Company 236.20 3,147.16 243 Shs. Yum!Brands Incorporated 6,060.42 8,022.64 Pri ncipa l Cash 12,536.47 12,536.47 35,828.91 55,574.53 PROPOSED PRINCIPAL DISTRIBUTION SCHEDULE (cont'd) FORWARD $ 11,684.15 $ 20,593.49 125 Shs. PNC Financial Services Group Incorporated 3,088.75 7,089.38 68 Shs. PPG Industries Incorporated 2,222.92 4,185.40 20 Shs. Wells Fargo & Company 236.20 3,147.16 243 Shs. Yum!Brands Incorporated 6,060.42 8,022.64 Principal Cash 12,536.47 12,536.47 35,828.91 55,574.54 Todd A. Green - 5.625o Share of Residue Teresa Dilys Green - 6.458~ Share of Residue 100 Shs. Bank of America Corporation $ 479.00 $ 43 Shs. Gencorp Incorporated 101.05 40 Shs. Norfolk Southern Corporation 1,128.40 FORWARD $ 1,708.45 $ - 33 - 3,617.75 426.77 i ~F~ tin 5,808.12 PROPOSED PRINCIPAL DISTRIBUTION SCHEDULE (cont'd) FORWARD $ 1,708.45 S 5,808.12 236 Shs. Pepsico Incorporated 50 Shs. Pfizer Incorporated 144 Shs. PNC Financial Services Group Incorporated 78 Shs. PPG Industries Incorporated 22 Shs. Wells Fargo & Company 279 Shs. Yum!Brands Incorporated Principal Cash Timothy Marshall Green - 6.458o Share of Residue 100 Shs. Bank of America Corporation 43 Shs. Gencorp Incorporated 40 Shs. Norfolk Southern Corporation 236 Shs. Pepsico Incorporated 50 Shs. Pfizer Incorporated 144 Shs. PNC Financial Services Group Incorporated 78 Shs. PPG Industries Incorporated 22 Shs. Wells Fargo & Company 279 Shs. Yum!Brands Incorporated Principal Cash 10,997.60 16,607.32 654.50 1,126.87 3,558.24 2,549.82 259.82 6,958.26 14,450.19 41,136.88 8,166.96 4,800.90 3,461.88 9,211.18 19 450.19 63,633.42 $ 479.00 $ 3,617.75 101.05 426.77 1,128.40 1,763.60 10,997.60 16,607.32 654.50 1,126.87 3,558.24 8,166.96 2,549.82 4,800.90 259.82 3,461.88 6,958.26 9,211.18 14,450.19 14,450.19 41,136.88 63,633.42 Valerie Elaine Green - 6.458o Share of Residue 100 Shs. Bank of America Corporation S FORWARD $ 479.00 $ 479.00 $ 3,617.75 3,617.75 - 34 - i ~ PROPOSED PRINCIPAL DISTRIBUTION SCHEDULE (cont'd) FORWARD $ 479.00 $ 3,617.75 43 Shs. Gencorp Incorporated 40 Shs. Norfolk Southern Corporation 236 Shs. Pepsico Incorporated 50 Shs. Pfizer Incorporated 144 Shs. PNC Financial Services Group Incorporated 78 Shs. PPG Industries Incorporated 21 Shs. Wells Fargo & Company 279 Shs. Yum!Brands Incorporated Principal Cash TOTAL THE ABOVE CASH IS CURRENTLY INVESTED IN MTB Money Market-Inst I Fund #420 101.05 426.77 1,128.40 1,763.60 10,997.60 16,607.32 654.50 1,126.87 3,558.24 8,166.96 2,549.82 4,800.90 248.01 3,304.53 6,958.26 9,211.18 14,462.00 14,462.00 $ 41,136.88 $ 63,487.88 $ 636,958.41 $ 986,116.70 - 35 - PROPOSED INCOME DISTRIBUTION SCHEDULE Market Value Fiduciary as of Acquisition 03/10/2009 Value Joseph E. Green, III - l0a Share of Residue S 457.30 $ 457.30 Income Cash 457.30 $ 457.30 Nora G. Whalen - 10% Share of Residue Income Cash $ 457.30 S 457.30 457.30 457.30 Michael T. Green - 10$ Share of Residue s 457.30 $ 457.30 Income Cash 457.30 457.30 Kristin A. Green - 3.125o Share of Residue 142.90 $ 142.90 Income Cash 142.90 142.90 Lauren C. G. Crooke - 3.125o Share of Residue 142.90 $ 142.90 Income Cash 142.90 142.90 A Tanya W. Gobel - 3.125$ Share of Residue S 142.90 ~ 142.90 Income Cash 142.90 142.90 Donald Curtis Whalen - 3.125~ Share of Residue 142.90 $ 142.90 Income Cash 142.90 142.90 - 36 - ~ ~ PROPOSED INCOME DISTRIBUTION SCHEDULE (cont'd) David C. Whalen - 3.125o Share of Residue Income Cash Megan Whalen Turner - 3.125o Share of Residue Income Cash Heather Green - 3.125o Share of Residue Income Cash Michael 0. Green - 3.125~ Share of Residue Income Cash Salene Green - 3.125°s Share of Residue Income Cash Patricia A. Montaomery - 5.625$ Share of Residue Income Cash Ellen G. Tyree - 5.625o Share of Residue Income Cash Michele S. Green - 5.625~ Share of Residue $ 142.90 ~ 142.90 142.90 142.90 $ 142.90 $ 142.90 142.90 142.90 $ 142.90 ~ 142.90 142.90 142.90 $ 142.90 $ 142.90 142.90 142.90 $ 142.90 $ 142.90 142.90 142.90 S 257.22 $ 257.22 257.22 257.22 $ 257.22 $ 257.22 257.22 257.22 - 37 - PROPOSED INCOME DISTRIBUTION SCHEDULE (cont'd) Income Cash S 257.22 $ 257.22 257.22 257.22 Todd A. Green - 5.625~ Share of Residue Income Cash $ 257.22 $ 257.22 257.22 257.22 Teresa Dilys Green - 6.458o Share of Residue Income Cash $ 295.33 $ 295.33 295.33 295.33 Timothy Marshall Green - 6.458o Share of Residue Income Cash $ 295.33 $ 295.33 295.33 295.33 Valerie Elaine Green - 6.458~ Share of Residue Income Cash $ 295.33 $ 295.33 $ 295.33 $ 295.33 TOTAL $ 4,572.87 $ 4,572.87 THE ABOVE CASH IS CURRENTLY INVESTED IN MTB Money Market-Inst I Fund #420 Manufacturers and Traders Trust Company By ~ ~ L~,~t.1CS'-- ~ i Ex cutor of the Wi11 of Elinor C. Green, Deceased - 38 - 1 VERIFICATION MANUFACTURERS AND TRADERS TRUST COMPANY, Executor of the Will of ELINOR C. GREEN, Deceased, hereby declares under oath that it has fully and faithfully discharged the duties of its 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 its 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. ~' .~ ~~~F NUFACTURERS AND TRADERS TRUST CO. Dated: J' v~~ ~~`~~ - 39 - Wills\Grccn.E\smr ~~~Y 3~i11 ~n~ ~P~xrzmEnt OF I, ELINOR C. GREEN of Borough of Carlisle, Cumberland County, Pennsylvania do make, publish and declare this as and for my Last Will and Testament, hereby revoking and making void any and all former Wills, Codicils, or writings in the nature thereof, by me at any time heretofore made. I hereby order and direct my Executor, hereinafter named, to pay all m 'ust debts, funeral expenses, testamentary expenses and all inheritance, Estate, Transfer YJ and Succession Taxes, as soon as may be conveniently done after my death, out of my FIRST: residuary estate. SECOND: I direct that any and all household effects and personal belongings that I may possess at the time of my death, be distributed to such members of the family or friends, as my daughter, NORA, may determine in her sole discretion. THIRD; I give to my niece, ELINOR C. PETERSON, the sum of One Thousand ($1,000.00) Dollars provided she survives me. initials r i Wills\Grcen. E1smr FOURTH: All the rest, residue and remainder of my estate whether, real, personal or mixed, and whatsoever and wheresoever situate, at the time of my death, I direct be divided into two equal parts. One part shall be divided in equal shares among my children. The issue of any deceased child shall take the share of their parent in equal shares. The other part shall be divided in equal shares among such of my grandchildren as shall survive me. FIFTH: I hereby nominate, constitute and appoint FARMERS TRUST COMPANY and its successors, of Carlisle, Pennsylvania, to be the Executor of this my Last Will and Testament. IN WITNESS WHEREOF, I hereunto set my hand and seal this day of \ _ `. _ ; ', ,..; ~.: , 1995. ~-' ~/~ '~ it .`/ ~ ~ ~ {, s- ELINOR C. GREEN 2 ~a;aals SIGNED, SEALED, PUBLISHED and DECLARED in the presence of: Wills\Green.F,lsmr COMMONWEALTH OF PENNSYLVANIA COUNTY OF CUMBERLAND S S. I, ELINOR C. GREEN, Testatrix, whose name is signed to the attached or foregoing instrument, having been duly qualified according to law, do hereby acknowledge that I signed and executed the instnument as my Last Wili; that I signed it willingly; and that i signed it as my free and voluntary act for the purposes therein expressed. Sworn or affirmed to and acknowledged before me, by ELINOR C. GREEN, the Testatrix, this r;~'~ } ~'" day of ~.~ '_ ~ ..~ _1 , 1995. ~f S ELINOR C. GREEN, Testatrix Notary Public' ~y tt n. ~ 1!1:x`7 .............e.:ex=s~:r 3 initials COMMONWEALTH OF PENNSYLVANIA COUNTY OF CUMBERLAND ss. ~Je~ JAMES D. FLOWER and JAMES D. FLOWER, JR. ,the witnesses whose names are signed to the attached or foregoing instrument, being duly qualified according to law, do depose and say that we are present and saw Testatrix sign and execute the instrument as her Last Will, that ELINOR C. GREEN, signed willingly and that she executed it as her free and voluntary act for the purposes therein expressed; that each of us in the hearing and sight of the Testatrix signed the Will as witnesses; and that to the best of our knowledge the Testatrix was at that time 18 or more years of age, of sound mind and under no constraint or undue influence. Sworn or affirmed to and subscribed to before me by JA2~'IES D. FLOWER and 7AMF~ I1 FyLLEB, ,~R ,witnesses this ~~~?~`~'~~`- day of .,:~ ~ .; __~~ , 1995. Witness Witness i ._ ~ - L' C ~: . ~1 f~Uiiil {:1~„~,v~d ~Xt??~~S ;~i:lJ< ~~ IC/Q~ ~..4'Y--- ._ 4 m;eei9 PROOF OF PUBLICATION State of Pennsylvania, County of Cumberland Troy 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 13th, 1881, since which date THE SENTINEL has been regularly issued in said County, and that the printed notice or publication attached hereto is exactly the same as was printed and published in the regular editions and issues of THE SENTINEL on the following day(s): February 21, 28, March 6, 2008 COPY OF NOTICE OF PUBLICATION EXECUTOIR NOTICE Letters Testamentary on the Estate of ELINOR C. GREEN, late of the Borough of Carlisle, Cumberland County, Pennsylvania, deceased, have been granted to the undersigned. All persons knowing themselves to be indebted to the said Estate will make payment immediately, and those having claims will present them for settlement to: M & T Bank Executor 1 W. High Street P.O. Box 220 Carlisle, PA 17013 Attorney: James D. Hughes, Esquire Salzmann Hughes PC 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 6th day of March, 2008. Notary Publi My commission expires: ~~~ l®~ COMMONWEALTH OF PENNSYLVANIA Notarial Seal Christina L. Wolfe, Notary Public Carlisle Boro, Cumberland County My Commission Expires Sept 1,2008 Member, Pennsylvania Association Of Notaries CUMBERLAND LAW JOURNAL 32 SOUTH BEDFORD STREET CARLISLE, PA 17013 March 7, 2008 Cumberland Law Journal is published every Friday by the Cumberland County Bar Association and is designated by the Court of Common Pleas as the official legal publication for Cumberland County and the legal newspaper for publication of legal notices. TO: James D. Hughes, Esquire RE: Elinor C. Green Estate Legal advertisements must be received by Friday Noon. All legal advertising must be paid in advance. Make all checks payable to: Cumberland Law Journal. Advertisement inserted on following dates: February 22, February 29 and March 7, 2008 Advertising Cost Proof of Publication Second Proof Request Payment received Total Amount Due 75.00 $ 0.00 $ 0.00 $ 75.00 $ 0.00 Becky H. Morgenthal, Executive Director DECEDENT'S ESTATE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA ORPHANS' COURT DIVISION ESTATE OF ELINOR C. GREEN No. 21-08-0131 c~ .,~, ~:_, ~_ -- ~ '~ . :~ DECEASED ° ~ , , r,' - ~ _-.~~ .r-~ Ut v 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 inclz~sive; and any instrument pertinent to the adjudication. INCL UDE ATTACHMENTS AT THE BACK OF THIS FORM. Name of Counsel: James D. Hughes, Esquire Supreme Court I.D. No.: 58884 Name of Law Firm: Salzmann Hughes PC Address: 354 Alexander Spring Road, Carlisle, PA 17015 Telephone: 717-249-6333 Fax: 717-249-7334 _ ~_.` =; -~~~ '_ - , Form OGOI rev. 10.13.06 Page 1 of 10 Estate of ELINOR C. GREEN ,Deceased 1. Name(s) and address(es) of Petitioner(s): Name: M&T Bank Address: One West High 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 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 January 19, 2008 Letters Testamentary or Letters of Administration were granted to Petitioner(s) on February 8. 2008 Date of Will (rfapplicable): April 24, 1995 Date(s) of Codicil(s) (if applicable): none Date of probate (rf different from date Letters granted): Was a bond required? Yes ~ No If yes, state amount: Are proofs of advertising of the grant of Letters attached? ......... ~ Yes Q No Dates of advertising of the grant of Letters: CantinaL_~o4. ~, ~o ,._., „~____~_ ., .,,,,,,, Cumberland Law Journal Feb. 22, 29 and March 7, 2008 Form OC-01 rev. IOJ3.06 Page 2 of 10 Estate of ELINOR C. GREEN Deceased 3. Was decedent survived by a spouse? ................. Yes ~ No If yes, name of the surviving spouse: 4. Has the surviving spouse filed to take an elective share? ............. Yes 0 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 _, Y ,/ Will or Codicil(s)? ........................................... ® es ©No If yes, give names and dates of birth: Name: Date of Birth: 7. If required by the Medical Assistance Estate Recovery Act, 62 P.S. § 1412, was a request for a statement of claim sent to the Department of Public Welfare? ............... ~/ Yes ~ No ............... Form OC-01 rev. /0.13.06 Page 3 of 10 Estate of ELINOR C. GREEN Deceased Written notice ofthe 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 ] 4 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 jzrris (e.g., minors or incapacitated persons), Notice of the Audit has been or will be given to the appropriate representative on such party's behalf as required by Pa. O.C. Rule 5.2. D. If any charitable interest is involved, Notice of the Audit has been or will also be given to the Attorney General as required under Pa. O.C. Rule 5.5. In addition, the Attorney General's clearance certificate (or proof of service of Notice and a copy of such Notice) must be submitted herewith or at the Audit. List all parties (charitable and non-charitable) of whom Petitioner(s) has/have notice or knowledge, having or claiming any interest in the estate as beneficiaries under the Will or Codicil(s) or as intestate heirs if there is a complete or partial intestacy: A. State each party's relationship to the decedent and the nature of each party's interest(s): ForniOC-0/ rev. !0./3.06 Page 4 of I 0 Estate of ELINOR C. GREEN 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). 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. Forn:OC-O! rev. /0.13.06 Page 5 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 ELINOR C. GREEN 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 Gaimant Anrounl of Claim Claim W'il1 Claim .~IdmiNed' Be Paid In Fnll~ None--other than listed and paid in Yes Yes Accounting ~No ~ No Yes Q Yes ~No ONo Yes ~ Yes ~No ~ No ' ]Yes DYes ~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. 1 1. Was family exemption claimed? ................................ DYes ~No Was family exemption allowed? ................................ ]Yes ONo Family exemption claimant's name and relationship: Nome: Fornr OC-01 rev. 10.13.06 Relationship: Page 6 of 10 Estate of ELINOR C. GREEN ,Deceased 12. The amount of Pennsylvania Transfer Inheritance Tax and additional Pennsylvania Estate Tax paid, the date(s) of payment(s), and the interest(s) upon which paid, are as follows: Date Paymen! Interest 4/ 11 /08 9/26/08 43,500.00 1,934.48 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? ................... 0 Yes ©/ No If yes, provide the name of the estate, indicate whether an account has been filed and confirmed absolutely and all awards performed, or, in the alternative, how the decedent's estate will be discharged for the decedent's fiduciary administration of the estate. 14. A. Describe in detail any questions requiring adjudication and state the position of the Petitioner(s) as to each question: None B. Has notice of the question requiring adjudication been given to the parties identified in Paragraph 9 above? .................. 0 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. FormOC-0/ rev. !0.!3.06 Page 7 of 10 Estate of ELINOR C. GREEN ,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 the Court, term, number, date, and name of Hearing Judge. l 7. 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 ~ No 18. If a reserve is requested, state amount and purpose. Amount: 57,982.78 Purpose: $ 19,000.00 Salzmann Hughes PC, attorney fee $37,482.78 M&T Bank, executor fee $1,500.00 Filing Fees and any tax due 2008 Form 1040 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 direct the filing of a Schedule of Distribution? .......................... ©/ Yes ONo As to real estate only? ........................................ DYes ©/ No Form OGO! rer. 10.13.06 Page 8 of 10 Estate of ELINOR C. GREEN 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(sJ AnrounbProportion See Attached List B. Principal: Proposed Dish-ibntee(sJ AmorrndProportion See Attached List Submitted By: (All petitioners must ,sign. Add additional lines if-necessary): ,~ `~~ Na of Petitioner: M&T Bank Jane F. Burke, Vice President M&T Bank Name of Petitioner: Form OC-0/ ren. 10.13.06 Page 9 of 10 Estate of ELINOR C. GREEN Verification of Petitioner (Verification must be by at least one petitioner.) The undersigned hereby verifies * [that heishe she of the above-named name ofcorporatron M&T Bank is t;rle Vice President Deceased and] that the facts set forth in the foregoing Petition for Adjudication / Statement of Proposed Distribution which are within the personal knowledge of the Petitioner are true, and as to facts based on the information of others, the Petitioner, after diligent inquiry, believes them to be true; and that any false statements herein are made subject to the penalties of 18 Pa. C.S. § 4904 (relating to unsworn falsification to authorities). ~~ ~.,~. Sign ure of Petitioner * Corporate petitioners must complete bracketed information. Certification of Counsel The undersigned counsel hereby certifies that the foregoing Petition for Adjudication/ Statement of Proposed Distribution is a true and accurate reproduction of the form Petition authorized by the Supreme Court, and that no changes tot ~a~been made beyond the responses herein. Signatur~f Counsel for Petitioner Form OC-0/ rev. )0.13.06 Page 10 of 10 BENEFICIARIES-ELINOR C. GREEN Children: Joseph E. Green, III 10% of Residue 963 Walnut Lane Carlisle, PA 17013 Nora G. Whalen 10% of Residue 2419 Military Road Arlington, VA 22207 Michael T. Green 10% of Residue P.O. Box 203 (72144 Foley Road) Burns, OR 97720 Grandchildren: Children of Joseph E. Green. III: Kristin A. Green 411 Ellerslie Avenue Ambler, PA 19002 Lauren C. G. Crooke 10615 Kinloch Road Silver Spring, MD 20903 3.125% of Residue 3.125% of Residue Children of Nora G. Whalen: A. Tanya W. Gobel 3.125% of Residue 4132 Whispering Lane Annandale, VA 22003 Donald Curtis Whalen 3.125% of Residue 4082 Albatross, Apt. 11 San Diego, CA 92103 David C. Whalen 1451 Marin Avenue Albany, CA 94706 Megan Whalen Turner 3122 Woodbury Road Shaker Heights, OH 44120 Children of Alexander A. Green: Patricia A. Montgomery 904 Colfax Street Evanston, IL 60201 Ellen G. Tyree 516 Kendall Road Knoxville, TN 37919 Michele S. Green 1706 Westchester Drive Knoxville, TN 37918 Todd A. Green 1409 Faxon Street Memphis, TN 38104 Children of John M. Green: Teresa Dilys Green 3254 Findlay Street Vancouver, B.C. Canada VSN 4E7 Timothy Marshall Green 3254 Findlay Street Vancouver, B.C. Canada VSN 4E7 Valerie Elaine Green 811 Bleams Road Kitchener, Ontario Canada N2E 3X4 3.125% of Residue 3.125% of Residue 5.625% of Residue 5.625% of Residue 5.625% of Residue 5.625% of Residue 6.458% of Residue 6.458% of Residue 6.458% of Residue Children of Michael T. Green: Heather Green 3.125% of Residue P.O. Box 3147 (387 Leland Creek Circle) Winter Park, CO 80482 Michael O. Green 13608 Ellendale Drive Chantilly, VA 20151 3.125% of Residue Salene Green Box 203 (575 N. Birch) Burns, OR 97720 3.125% of Residue