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Home My WebLink About07-22-09a~-o~~ -~~~~ ~ 1'~3~.3~0 `~` FIRST AND FINAL ACCOUNT OF ALVIN F. BONAWITZ, JR., AND CATHERINE MAE FOUGHT, EXECUTORS OF THE LAST WILL AND TESTAMENT OF AL VIN F. BONAWITZ, LATE OF THE SOUTH MIDDLETON TOWNSHIP, CUMBERLAND COUNTY, PENNSYL VAN/A, DECEASED DATE OF DEATH: LETTERS TESTAMENTARYADVERTISED; MAY 14, 2007 Cumberland Law Journal: July 27t", August 3rd and 10t", 2007 _ f~a ESTATE FILE N0.21-07--0509 The Sentinel: ` ' `~~' ~__~ _ July 27~", August 3rd and 10t", 2007 ~ ~ _ ~-t ~ <~ - i-7 ~:___ -~-~ . r-~ ~,l _ _I i ~ '\ ) PRINCIPAL RECEIVED - `~ --, > ~ { -6i - 7 ,- ~.,.) t,..J ~ ) Accountant charges them with the following principal amounts recerr~ec~: ~, '~ ,.__ 2007 May 14 2002 Ford Ranger, IN KIND $3,775.00 May 14 Boat, IN KIND $2,000.00 May 14 Boat Trailer, IN KIND $200.00 May 14 2004 Polaris ATV, IN KIND $500.00 May 14 Real Estate, Perry County Tract, 126.34 acres $45,520.10 Spring Township on Pisgah, !N KIND May 14 Orrstown Bank, Checking Acct#106001882 $66,805.37 May 14 Orrstown Bank, Checking Acct#106001017 $2,264.53 May 14 Sprint Nextel Corp FON (750sh@20.445) $15,333.75 May 14 A/ITeI Corp (74sh@65.44) $4,842.56 May 14 AI/Tel Corp (157.576458) $10,311.80 1 May 14 Embarq Corp. (37sh@64.25) $2,377.25 May 14 Windstream (237sh@14.71) $3,486.27 May 14 The Vanguard Group, Acct#9978900398 $349,722.62 Fund 577 (30,976.317sh@11.29) May 14 The Vanguard Group, Acct#9978900398 $19,789.65 (1, 752.848sh @ 11.29) May 14 Oppenheimer & Co. Inc., Acct#A09-0032192 $810,792.15 Tyco International (10,401sh@32.43) Morgan Stanley Mun Income (12,487sh@10.30) Eaton Vance Muni Fund (1,776.358@11.90) Eaton Vance Muni Fund (27,204.458@11.90) May 14 Eaton Vance Muni Fund (5.454@11.90) $64.90 May 14 Eaton Vance Muni Fund Class A (100.171 @ 11.90) $1,192.03 May 14 Putnam Tax-Free High Yield Class A $386,938.48 Acct#A81-1-500-0492663149 (29, 627.755@ 13.06) May 14 Tyco International Ltd. (20,40ish@32.43) $661,604.43 June 13 Refund, Commonwealth of PA, 2006 Taxes $531.00 July 03 Refund, United States Treasury, 2006 Taxes $221.25 TOTAL PRINCIPAL RECEIVED $2 388 273 i5 INCOME RECEIVED 2007 May 21 Oppenheimer & Co., Inc., Income $561.92 June 11 Oppenheimer & Co., Inc., Income $1,040.10 June 13 Oppenheimer & Co., Inc., Income $1,269.19 June 20 Orrstown Bank, Interest $g,02 2 June 25 Oppenheimer & Co., Inc., Income $561.92 July 03 Embarq, Dividend Check $23.13 July 03 Vanguard PA LTTax-Exempt Fund, Dividend $1,347.77 July 03 Sprint, Dividend $18.75 July 22 Orrstown Bank, Interest $10.96 July 30 Windstream, Dividend $59.25 July 30 Covidien LTD, Income $10.74 July 30 Tyco Electronics LTD $9.80 Aug. 20 Orrstown Bank, Interest $18.53 Sept. 20 Orrstown Bank, Interest $66.20 Oct. 19 Orrstown Bank, Interest $9.04 Nov. 20 Orrstown Bank, Interest $8.74 Dec. 20 Orrstown Bank, Interest $8.64 2008 Jan. 2i Orrstown Bank, Interest $3.73 Jan. 23 Embarq, Dividend $23.13 Jan. 23 Embarq, Dividend $23.13 Jan. 23 Windstream, Dividend $59.25 Feb. 07 Orrstown Bank, Interest $8.66 March 12 Windstream, Dividend $59.25 March 12 The Vanguard Group, Acct#9978900398 $54.94 Income Dividend 3 March 12 Orrstown Bank, Interest $2. i7 Apri120 Orrstown Bank, Interest $2.75 April 30 Financial Network, Interest $85.56 May 20 Orrstown Bank, Interest $2.58 May 31 Financial Network, Interest 56.58 June 22 Orrstown Bank, Interest $2.83 June 30 Financial Network, Interest $42.78 July 20 Orrstown Bank, Interest $3.59 July 3i Financial Network, Interest $308.22 Aug. 8 Orrstown Bank, #106001882 $27,480.97 Aug. 20 Orrstown Bank, Interest $6.18 Aug. 31 Financial Network, Interest $534.66 Sept. 21 Orrstown Bank, Interest $9.49 Sept. 30 Financial Network, Interest $537.61 Oct. 20 Orrstown Bank, Interest $7.71 Nov. 20 Orrstown Bank, Interest $5.71 Dec. 2i Orrstown Bank, Interest $4.60 2009 Jan-June Orrstown Bank, Interest earned $19.46 4 TOTAL INCOME RECEIVED $34 379 24 GAIN OR LOSS 2007 July 03 Eaton Vance National Municipal Fund Class B -$1,344.02 (1, 776.350sh @ 11.60) July 03 Eaton Vance National Municipal Fund Class A -$7,889.30 (27,204.458sh @ 11.61) July 03 Morgan Stanley Mun Income (12,487sh@9.576) -$9,040.13 July 03 Tyco Intl Ltd New $13,835.98 (10,401sh@33.79) July 06 The Vanguard Group, Acct#9978900398 Fund 577 -$7,149.05 (30, 976.317sh @ 11.06) July 10 Putnam Tax-Free High Yield Fund Class A -$5,925.55 (29, 627.755sh @ 12.86) July 19 Eaton Vance National Municipal Fund Class B -$12.58 (5.454sh @ 11.61) July 19 Eaton Vance National Municipal Fund Class A -$29.04 (100.171sh@11.61) Aug. 02 Tyco International Ltd -$44,730.90 Tyco International Ltd Bermuda SHS Tyco Electronics Ltd SHS Covidien Ltd SHS Aug. 02 AIITeI Corp $16.76 (74sh @66.60) Aug. 02 AIITeI Corp $1,005.47 (158.283467sh @71.5) 5 Aug. 1 D Sprint Nextel Corp FON (750sh @ 19.79) -$600.48 (750sh @ 19.79) 2008 Jan. 23 The Vanguard Group, Acct#9978900398 Fund #77 $70.12 (1, 752.848 @ 11.33) Jan. 28 Embarq,(37sh@41.80) -$850.09 Jan. 28 Windstream(237sh@10.60) - 1027.51 TOTAL GA/N OR LOSSES -$63 670 32 DISBURSEMENTS 2007 May 14 Checks cleared from Date of Death $7,653.34 May 23 Register of Wills, Probate the Will $714.00 June 13 Cardmember Services, Credit Card $907.95 June i3 Department of Veterans Affairs $32.00 June 30 PennDot, Truck $81.00 June 30 PennDot, ATV $22.50 June 30 PennDot, Trailer $34.50 June 30 Sol/enberger's Messenger Services $93.00 June 28 Register of Wills, (5)Short Certificates $20.00 July 2 Cardmember Services, Credit Card $50.19 July 10 Farm Survey (4) copies $8.27 July 16 Vital Records, (3) Death Certificates of $35.00 6 Catherine M. Bonawitz July 19 Cumberland Law Journal, Advertising $75.00 July 19 West Perry School District, Real Estate Taxes $452.61 July 19 Judy Campbell, T/C, Real Estate Taxes $1,668.07 July 22 Alvin F. Bonawitz, Jr., Executor $30,000.00 July 22 Catherine Mae Fought, Executor $30,000.00 July 31 Register of Wills, Agent, Estimated $145,036.50 PA Inheritance Tax Return Aug. 07 Deluxe Checkbook $21.60 Aug. i5 Register of Wills, Agent, Estimated $4,250.00 PA Inheritance Tax Return Aug. 22 The Sentinel, Advertising $158.62 Sept. 20 Register of Wills, (2) Short Certificates $8.00 Nov. 27 Hoffman-Roth Funeral Home, Services $473.48 Nov. 27 Robert M. Frey, Attorney Fee $60,000.00 Dec. 06 Register of Wills, Filing Fee for the $15.00 PA Inheritance Tax Return Dec. 06 Alvin F. Bonawitz, Jr., Deed Recorder $47.00 Dec. 10 Register of Wills, Additional Probate Will $700.00 2008 Jan. 23 Refund, Tall Ships, North Middleton Township -$267.00 General Fund Jan. 23 Refund, Reynolds v Hartford Fire Insurance Co. -$174.64 Jan. 25 Register of Wills, (1) Short Certificate $4.00 7 Jan. 30 Register of Wills, Certified Copy of the Will $5.00 Jan. 30 United State Estate Tax Return, Form 706 $180,607.00 Jan. 30 Register of Wills, PA Inheritance Tax Return $15.00 March 19 Register of Wills, Certified Copy of the Will $5.00 March 19 Register of Wills, Certified Short Certificate $4.00 March 19 United States Income Tax Return for Estates $664.00 and Trusts, Form 1041 March 19 U.S. Individual Income Tax Return, Form 1040 $523.00 March 19 Pennsylvania Fiduciary Income Tax Return $218.00 PA 41-2007 Taxes March i9 Pennsylvania Income Tax Return $81.00 PA 40-2007 Taxes June 3 Refund, PA Inheritance Tax Return -$8,320.23 June 8 Refund, The Hartford Policy -$84.00 June 8 Refund, U.S. Treasury, 2007 Taxes -$1,055.65 June 8 Refund, U.S. Treasury, 2008 Economic Stimulus -$600.00 2009 July i3 U.S. Treasury, balance of Federal Estate Tax $20,544.52 Reserved Reserve for final income tax returns 3,000.00 TOTAL DISBURSEMENTS $477 661 63 8 RECAPITULATION PRINCIPAL RECEIVED $2,388,273.15 TOTAL INCOME RECEIVED $34,379.24 GAIN OR LOSS -X63,670.32 TOTAL RECEIPTS 2 358 982.07 LESS DISBURSEMENTS $477.661.63 TOTAL DISTRIBUTION $1.881.320.44 PROPOSED SCHEDULE OF DISTRIBUTION TOTAL FOR DISTRIBUTION $1,881,320.44 LESS SPECIFIC BEQUESTS -450,000.00 FINAL RESIDUE FOR DISTRIBUTION $1,431,320.44 BEQUESTS FERN (BONAWITZ) SMITH 704 W. Matterstown Road Millersburg PA 17061 Bequest of $35, 000.00 $35, 000.00 9 PEARL (BOLTON) BONAWITZ $30,000.00 Rte. 209, Box 2734 Millersburg PA 17061 Bequest of $30, 000 EDNA M. BONAWITZ $30,000.00 Post Office Box 4i2 Halifax PA 17032 Bequest of $30,000.00 SHIRLEY BONAWITZ $30,000.00 1300 E. King Street Lancaster PA 17062 Bequest of $30,000.00 DIANNE (BONAWITZ) KENEPP $25,000.00 i00 E. Hubler Road State College PA 16801 Bequest of $25,000.00 TlM L. BONA WI TZ $25, 000.00 899 Walnut Spring Lane State College PA 16801 Bequest of $25,000.00 ANNALYN (BONAWITZ) BEASON $25,000.00 1033 Chelmsford Drive Mechanicsburg PA 17050 Bequest of $25, 000.00 RUTH (GOODLING) RIEGLE $25,000.00 909 Center Street Millersburg PA 17061 Bequest of $25, 000.00 CARLENE (BONAWITZ) WRIGHT $25,000.00 207 James Road 10 Millersburg PA 17061 Bequest of $25, 000.00 AUDREY (BONAWITZ) BOWERS 122 Travitz Road Millersburg PA 17061 Bequest of $25,000.00 SHERWOOD HOY Box 19 i Hummels Wharf PA 17831 Bequest of $25, 000.00 CYNTHIA WITHERS i5 Riddle Road Camp Hill PA 17011 Bequest of $25, 000.00 CHARLES E. BONAWITZ, 111 Post Office Box 412 Halifax PA 17032 Bequest of $25, 000.00 EVAN SMITH 704 W. Matterstown Road Millersburg PA 17061 Bequest of $25, 000.00 JOHN BONAWITZ 130 Marion Terrace Ephrata PA 17522 Bequest of $25,000.00 ELIZABETH BONAWITZ 1406 Locust Avenue Blacksburg VA 24060 Bequest of $25,000.00 $25, 000.00 $25, 000.00 $25, 000.00 $25, 000.00 $25, 000.00 $25, 000.00 $25, 000.00 11 TIMMEE BUFFINGTON 630 W. Siddonsburg Road Dillsburg PA 17019 Bequest of $25, 000.00 $25, 000.00 TOTAL $450 000 00 TOTAL RESIDUE FOR F1NAL DISTRIBUTION: $1,431,320.44 ALVIN F. BONAWITZ, JR. $286,264.08 29 Church Road Carlisle PA 17015 20% of residue of Last Will and Testament 2004 Polaris ATV, IN KIND Real Estate,Spring Township on Pisgah, IN KIND CATHERINE MAE FOUGHT $286,264.09 109 Merrihil/ Drive Carlisle PA 17015 20 % of residue of Last Will and Testament Boat, IN KIND Boat Trailer, IN KIND ALICE BONAWITZ FOUGHT $143,132.04 207 South Hanover Street Carlisle PA 17013 i0% of residue of Last Will and Testament JASON BONAWITZ $143,132.04 1917 Esther Lane Carlisle PA 17013 10% of residue of Last Will and Testament REBECCA BONAWITZ COBB $143,132.04 12 1917 Esther Lane Carlisle PA 17013 10% of residue of Last Will and Testament WAYNE FOUGHT 1420 Bradley Drive, Apt. F21 i Carlisle PA 17013 7.5% of residue of Last Will and Testament ALAN FOUGHT Las Vegas, Nevada 89125 5% of residue of Last Will and Testament ISAAC BARCLAY c% Rebecca Cobb 55 Courtyard Drive Carlisle PA 17013 3.5% of residue of Last Will and Testament KELSEY IVES c% Jason & Christie Bonawitiz 1917 Esther Lane Carlisle PA 17013 3.5% of residue of Last Will and Testament BRANDY BONAWITZ c% Jason & Christie Bonawitz 1917 Esther Lane Carlisle PA 17013 3.5% of residue of Last Will and Testament CHASE BONAWITZ c% Jason & Christie Bonawitz 1917 Esther Lane Carlisle PA 17013 3.5% of residue of Last Will and Testament . i'.i,... 3.15+.~4.r vci . _ .. $107,349.03 $71,566.02 $50, 096.22 $50, 096.22 $50, 096.22 $50, 096.22 TYLER BONAW/TZ $50,096.22 c% Jason & Christie Bonawitz 1917 Esther Lane Carlisle PA 17013 3.5% of residue of Last Will and Testament TOTAL $1,431,320 44 TOTAL DISTRIBUTION $1 881 320 44 COMMONWEALTH OF PENNSYLVANIA ) ): SS.. COUNTY OF CUMBERLAND ) Before me the undersi ned officers ersonall a ~'y` ~-~ 2 9 , P Y PPeared nd Catherine Mae Fought, Executors of the Last Will and Testament of Alvin F. Bonawitz, deceased, who, being duly sworn according to law, deposes and says that the foregoing First and Final Account is true and correct to the best of their knowledge, information and belief. o~,~, ALVIN F. BONAW/TZ, CATHERINE MAE FOU HT Sworn to and sup this ~~ day of ~~~~ before me ~, 2009 NOTARIAL SEAL. SUSAN R HENRY NOTARY PUBLIC Carlisle Borough, Cumberland County 14 My Comm'asion Expires December 15, 2009 1917 Esther Lane Carlisle PA 17013 10% of residue of Last Will and Testament WA YNE FOUGHT 1420 Bradley Drive, Apt. F211 Carlisle PA 17013 7.5% of residue of Last Will and Testament ALAN FOUGHT Las Vegas, Nevada 89125 5% of residue of Last Will and Testament ISAAC BARCLAY c% Rebecca Cobb 55 Courtyard Drive Carlisle PA 17013 3.5% of residue of Last Will and Testament KELSEY IVES c% Jason & Christie Bonawitiz 1917 Esther Lane Carlisle PA 17013 3.5% of residue of Last Will and Testament BRANDY BONAWITZ c% Jason & Christie Bonawitz 1917 Esther Lane Carlisle PA 17013 3.5% of residue of Last Will and Testament CHASE BONAWITZ c% Jason & Christie Bonawitz 1917 Esther Lane Carlisle PA 17013 3.5% of residue of Last Will and Testament 1 `• t, :.. 1.15?.~ ! V~1 ~f i :",~ r{puru H ~I~d+~, $107,349.03 $71, 566.02 $50, 096.22 $50, 096.22 $50, 096.22 $50, 096.22 DECEDENT'S ESTATE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA ORPHAN'S COURT DIVISION ESTATE OF ALVIN F. BONAWITZ, DECEASED N0.21-07-0509 PETITION FOR ADJUDICATION/ STATEMENT OF PROPOSED DISTRIBUTION PURSUANT TO Pa. O.C. Rule 6.9 -- ~-' -r s ,,:~ c ' ~ ~ ,~- - _~ _. ~.:._ . ~-~, ^, 1,r ~ ' . 4 ~~ -~ ~., ~. ; ~ , ~r ~ .-. 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 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. Name of Counsel: Robert G. Frey, Esquire Supreme Court I.D. No: 46397 Name of Law Firm Frey and Tiley Address: 5 South Hanover Street, Carlisle, PA 17013 Telephone: (717) 243-5838 Fax: (717) 243-6441 Estate of Alvin F. Bonawitz, Deceased Name(s) and address(es) of Petitioner(s): Name: Alvin F. Bonawitz. Jr. Catherine Mae Fought Address: 29 Church Road 109 Merrihill Drive Carlisle, PA 17015 2 Carlisle PA 17015 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? ............................................. X Yes No If not, identify prior accountings, the accounting periods covered, and the date of adjudication of the prior accounting. Decedent died on_ Mav 14, 2007 X Letters Testamentary or -Letters of Administration were granted to Petitioner(s) on Mav 23 , 2007 Date of Will (if applicable) April 30. 2007 Date(s) of Codicil(s) (if applicable) N/A Date of Probate (if different from date Letters granted): - NlA Was a bond required? Yes X No If yes, state amount: Are proofs of advertising of the grant of Letters attached?....... XYes _No Dates of advertising of the grant of Letters: Sentinel on July 27 August 3 & 10 2007 Cumberland Law Journal on July 27 August 3 & 10 2007 Form OGOI rev. 10.13.06 Page 2 of IO Estate of Alvin F. Bonawitz, Deceased 3. Was decedent survived by a spouse? ......................................... Yes X No If yes, name of surviving spouse: 4. Has the surviving spouse filed to take an elective share?.......... Yes No (See Section 2201 et sea. 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): N/A 6. Did decedent marry after execution of Will or Codicil(s)?........... Yes X No Were any children born to decedent after execution of Will or Codicil(s)? ......................................................................... Yes X No If yes, gives names and dates of birth: Name: Date of Birth: 7. If required by the Medical Assistance Estate Recovery Act, 62 P.S. § 1412, was a request for a statement of claim sent to the Department of Public Welfare? ............................................... X Yes No Form OG01 rev. 1213.06 Page 3 of IO Estate of Alvin F. Bonawitz, Deceased 8. Written notice of the Audit as required by Pa. O.C. Rules 6.3, 6.7 and 6.8 has been or will be given to all parties in interest listed in item 9 below, all unpaid 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. 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): Name and Address of Each Party in Interest Relationship and Comments if env Interest See Attached List of Parties in Interest Form OC-01 rev. 10.13.06 Page -~ of 10 Estate of Alvin F. Bonawitz, Deceased Name and Address of Each Party in Interest Relationship and Comments if anc~ Interest 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. None 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 OG01 rev. 10.13.06 Page ~ of 70 Estate of Alvin F. Bonawitz, 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. Claim Will Claim be Name and Address of Each Claimant Amount of Clairn Admitted? paid in full? _Yes Yes _No No None _Yes _Yes No No _Yes _Yes _No No _Yes _Yes No No If the estate is insolvent, attach a schedule setting forth the order of preference under 20 Pa. C.S. § 3392 and the proposed payments. 11. Was family exemption claimed? ........................................ Yes X No Was family exemption allowed? ........................................_Yes X No Family exemption claimant's name and relationship: Name: Relationship: Form OC-01 rev. 10.13.06 Page 6 of 10 Estate of Alvin F. Bonawitz, 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 Payment Interest 7/31/07 145 036 50 None _ _ 6/3/08 ($8320.231 Refund for overpayment 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 XNo 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 discharges 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 known. B. Has notice of the question requiring adjudication been given to the parties identified in Paragraph 9 above? ..............................._Yes _No 15. If Petitioner(s) has/have knowledge that a share has been assigned, renounced, disclaimed or attached, provide a copy of the assignment, renunciation, disclaimer or attachment, together with any relevant supporting documentation. None known. Form OC-01 rev. 10.13.06 Page 7 of 10 Estate of Alvin F. Bonawitz, Deceased 16. had the decedent been adjudicated an incapacitated person?.........._Yes X No If yes, attach a copy of the Order if available; otherwise state the Court, term, number, date, and name of Hearing Judge. 17. A. List or attach a separate list of additional receipts and disbursements since the closing date of the Account. N/A B. Has notice of the additional receipts and disbursements been given to the parties identified in Paragraph 9 above? ............. 18. If a reserve is requested, state amount and purpose. Yes No Amount: $3.000.00 P~~rpose: Final Income Tax Returns and miscellaneous filing fees If a reserve is requested for counsel fees, has notice of the N/A 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? .........................................X Yes No As to real estate only? ............... ................................................ Yes X No Form OC-01 rev. 10.13.06 Page 8 of 10 Estate of Alvin F. Bonawitz, 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: See Attached Schedule of Distribution A. Income: Proposed Distribadee(s) Amount/Proportion B. Principal: Proposed Distributee(s) Amount/Proportion Submitted By: (All Petitioners must sign. Add additional lines if necessary): -, Name of Petitioner: Alvi nawitz, Jr. Q ~~~ ~,~ Name of Petitioner: Cathe e Mae Fought Form OC-Ol rev. 10.13.06 Page 9 of 10 Estate of Alvin F. Bonawitz, Deceased Verification of Petitioner (Verification must be by at least one petitioner.) The undersigned hereby verifies * [that heishe_ Of the above-named name of corporation 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). Signature of Petitioner Signature of Petitioner * Corporate petitioners must complete bracketed information. Certificate 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. Robert G. Frey, Counsel for Petiti Form OC-01 rev. 10.13.06 Page 10 of 10 PROOF OF PUBLICATION State of Pennsylvania, County of Cumberland Tammy Shoemaker, Classified Advertising Manager , of The Sentinel, of the County and State aforesaid, being duly sworn, deposes and says that THE SENTINEL, a newspaper of general circulation in the Borough of Carlisle, County and State aforesaid, was established December 13th, 1881, since which date THE SENTINEL has been regularly issued 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) July 27, Auguust 03,10, 2007. COPY OF NOTICE OF PUBLICATION EXECUTOR'S NOTICE Letters Testamentary on the Estate of ALVIN F. BONAWITZ, late of the South Middleton Township, Cumberland County, Pennsylvania, deceased, have been granted to the undersigned. All persons knowing themselves to be indebted to said Estate will make payment immediately, and those having claims will present them for settlement to: Alvin F. Bonawitz, Jr. and Catherine Mae Fought, Executors c% Robert M. Frey 5 South Hanover Street Carlisle, Pennsylvania 17013 Frey and Tiley Attorneys 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. ~G~~=~i`- ~~~~ Sworn to and subscribed before me this 14th. da, o~gust, 2007. ~\ , Notary Pub ' My commission expires: ~~l COMMONWEALTH OF PENNSYLVANIA Notarial Seal public Christina L. Wolfe, Notary Carlisle Born, Grnt~ertalxi2008 MYM Cortrmissxxr Exx~ires Sep Member, P?nnsytvania Association G1f Notaries PROOF OF PUBLICATION OF NOTICE IN CUMBERLAND LAW JOURNAL (Under Act No. 587, approved May 16, 1929), P. L.1784 COMMONWEALTH OF PENNSYLVANIA COUNTY OF CUMBERLAND ss. Lisa Marie Coyne, Esquire, Editor of the Cumberland Law Journal, of the County and State aforesaid, being duly sworn, according to law, deposes and says that the Cumberland Law Journal, a legal periodical published in the Borough of Carlisle in the County and State aforesaid, was established January 2, 1952, and designated by the local courts as the official legal periodical for the publication of all legal notices, and has, since January 2, 1952, been regularly issued weekly in the said County, and that the printed notice or publication attached hereto is exactly the same as was printed in the regular editions and issues of the said Cumberland Law Journal on the following dates, viz: July 27, August 3, and August 10, 2007 Affiant further deposes that he is authorized to verify this statement by the Cumberland Law Journal, a legal periodical of general circulation, and that he is not interested in the subject matter of the aforesaid notice or advertisement, and that all allegations in the foregoing statements as to time, place and character of publication are true. r 's arie Coyne, itor Bonawitz, Alvin F., deed. Late of South Middlton Town- SWO TO AND SUBSCRIBED before me this ship. 10 day of August, 2007 Executors: Alvin F. Bonawitz, Jr. and Catherine Mae Fought c/o Robert M. Frey, Esquire, 5 South Hanover Street, Carlisle, PA 17013. Attorneys: Frey and Tiley. Notary _..____.... NOTARIAL SEAL DEBORAH A COLLINS Notary Publk CARLISLE BORO, CUMBERLAND COUNTY My Commission Expires Apr 28, 2010