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Home My WebLink About09-09-09~~~~ , ~~g~ . ~g In the Court of Common Pleas of Cumberland County, Pennsylvania Orphans' Court Division File No. 21-08-0982 Estate of A. Dana Ile, Deceased Southampton Township, Cumberland County Account Harold D. Ile, Executor Date of Death: Date of Incapacity, if any: Date of Executor's Appointment: Date of First Complete Advertisement: Accounting for the period: 09/14/2008 None 10/02/2008 10/24/2008 09/14/2008 to 09/01/2009 Purpose of Account: Harold D. Ile, 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 or questions or objections can be discussed with: Jerry A. Weigle Esquire _ ~ n~ ; ,=~:-~ .~ Weigle & Associates, P.C. ~ 4 ~> ~ ~~ 126 East King Street ~ ~' ~ ~: ' Shippensburg, PA 17257 ~ =~ - ~' ~ ems. ~ f a t"' ~% ` M ~ i-~ 717/532-7388 r £.,~ Supreme Court I.D. No. 01624 ~ o ~= ~~~;~.~... , tv ~Y~ SUMMARY OF ACCOUNT Estate of A. Dana Ile, Deceased For the period of September 14, 2008 throu gh September 1, 2009 Fiduciary Current Acquisition PAGES Value Value Proposed Distributions to Beneficiaries 14 -15 184,763.13 184,763.13 PRINCIPAL Receipts: This Account 3 - 4 360,087.08 Net Gain (or Loss) on Sales 0 00 or Other Dispositions . 360,087.08 Less Disbursements: Debts of Decedent 5 1,946.99 Funeral Expenses 5 11,358.86 Administration Expenses 6 12,011.52 Federal, State & Local Taxes 6 - 7 13,106.56 Commissions 7 13,799.00 Fees 7 14,549.00 Family Exemption 0.00 66,771.93 Balance Before Distributions 293,315.15 Transfer to (from) Principal 0.00 Distributions to Beneficiaries 8 109,690.00 Principal Balance on Hand 9 183,625.15 For Information: Investments Made Changes in Holdings 10 INCOME Receipts This Account 11 -12 1,137.98 Net Gain (or Loss) on Sales 0.00 or Other Dispositions 1,137.98 Less Disbursements 0.00 Balance Before Distributions 1,137.98 Transfer to (from) Income 0.00 Distributions to Beneficiaries 0.00 Income Balance on Hand 13 1,137.98 For Information: Investments Made Changes in Holdings COMBINED BALANCE ON HAND 184,763.13 Signature 16 Verification 17 -2- SCHEDULE A RECEIPTS OF PRINCIPAL Assets Listed in Inventory (Valued as of Date of Death) Cash Cash on hand 368.00 Checks on hand at date of death -Citizens Bank 48.21 Certificate of Deposit interest checks - #693179 - $25.14; #897300 - $23.07 Citizens Bank Certificate of Deposit #693179 10,000.00 Accrued income on above item through date of 4.87 death Citizens Bank Certificate of Deposit #897300 11,000.00 Fiduciary Acquisition Value Accrued income on above item through date of 5.21 death Citizens Bank Checking Account #6100793737 31,614.83 Orrstown Bank Certificate of Deposit #20050066 24,391.68 Accrued interest on above item through date of 16.24 death Orrstown Bank Checking Account #722359 10,451.23 Accrued interest on above item through date of 1.57 death Orrstown Bank Savings Account #513377 507.76 Total Cash 88,409.60 Personal Property Additional Proceeds of Public Sale of Personal 8.25 Property 11-7-08 Additional Proceeds of Public Sale of Personal 275.00 Property 11-7-08 Gross Proceeds of Public Sale of Personal 8,627.25 Property 11-7-08 Yard Sale Proceeds -sale of personal property 466.70 10-4-08 Total Personal Property 9,377.20 Stocks /Listed 55.0000 shares Cumberland Valley Cooperative Stock 550.00 -3- SCHEDULE A RECEIPTS OF PRINCIPAL Continued Fiduciary Acquisition Value Orrstown Bank Stock - 3,638 shares at $30.00 per share Total Stocks /Listed Real Estate 19 Middle Spring Road, Shippensburg - Southampton Township, Cumberland County, gross proceeds of sale 11-25-08 Total Real Estate Total Receipts SubseQUent Principal Receipts 11/14/2008 Allstate Insurance -auto premium refund at 320.90 cancellation 02/10/2009 Comcast Cable -refund at cancellation 24.24 06/11/2009 Commonwealth of Pennsylvania - PSERS final 129.15 pension benefit 10/21/2008 Conseco Senior Health -refund at cancellation 4.99 02/10/2009 Conseco Senior Health -refund of premium at 52.57 cancellation 11/25/2008 County Tax Proration - at real estate settlement 28.08 10/10/2008 Embarq -refund at cancellation 10.21 12/03/2008 Nationwide Insurance -refund of premium at 140.00 homeowner's insurance cancellation 10/03/2008 Public Opinion -refund at cancellation 8.40 10/07/2008 Reader's Digest -refund of subscription 27.82 11/25/2008 School Tax Proration - at real estate settlement 858.22 10/09/2008 The Carlisle Sentinel -refund at cancellation 5.70 Total Subsequent Principal Receipts Total Adjustments and Subsequent Receipts 109,690.00 358,476.80 1,610.28 151,000.00 1,610.28 Total Receipts of Principal 3so,o87.08 109,140.00 151,000.00 -4- SCHEDULE C DISBURSEMENTS OF PRINCIPAL Debts of Decedent 10/02/2008 CFJMA 84.00 10/02/2008 Citizens Bank Checking Account #6100793737 - 21.04 checks clearing after date of death 10/02/2008 Green Ridge Village 24.63 10/02/2008 Penelec 80.56 10/03/2008 Allstate -van insurance 429.91 10/03/2008 Dr. Darryl Guistwite 70.00 10/03/2008 Embarq 25.44 10/03/2008 Scott's Lawn Service 62.11 10/03/2008 Swaim Health Center 26.14 10/03/2008 Upperman's Water Treatment Service 715.50 10/03/2008 Weigle & Associates, P.C. -billing outstanding 90.00 at date of death for Winifred Ile Estate 10/16/2008 Dr. Darryl Guistwite 60.00 10/30/2008 Penelec 75.91 11/26/2008 Dr. Darryl Guistwite 10.00 12/04/2008 Penelec 171.75 Total Debts of Decedent Funeral Expenses 10/03/2008 Fogelsanger-Bricker Funeral Home 10,090.16 10/03/2008 Kathy's Deli -reception 873.70 01/02/2009 Shull-Koontz -one-half engraving fee 197.50 06/02/2009 Shulll-Koontz -balance of engraving fee 197.50 Total Funeral Expenses 1,946.99 11,358.86 -5- SCHEDULE C DISBURSEMENTS OF PRINCIPAL Continued Administration Expenses 10/02/2008 Register of Wills, Cumberland County -Letters 422.00 Testamentary and Short Certificates 10/03/2008 Cumberland Law Journal -advertising Letters 75.00 Testamentary 11/06/2008 Expenses of public sale of real estate 5,480.02 11/07/2008 Expenses of public sale of personal property 2.069.54 11/17/2008 News Chronicle -advertising Letters 104.75 Testamentary 11/25/2008 Real Estate Settlement Expenses -including 3.447.56 realty transfer tax - $1,510.00; CFJMA - $51.35; 2008 County Tax - $305.59; and 2008 School Tax - $1,580.62 12/10/2008 Orrstown Bank -estate checks 23.65 02/27/2009 Register of Wills, Cumberland County -filing PA 15.00 Inheritance Tax Return 05/12/2009 Register of Wills, Cumberland County -one 4.00 Short Certificate 08/26/2009 Linda K. Klein -notary fees 20.00 08/26/2009 Register of Wills, Cumberland County -filing 250.00 First and Final Account 08/26/2009 Weigle & Associates, P.C. -reimbursement for 100.00 postage, xerox copies, and long distance telephone calls Total Miscellaneous Administrative Expenses Federal, State. and Local Taxes 12/03/2008 Register of Wills, Cumberland County - PA 13,000.00 inheritance tax payment at discount 02/27/2009 Register of Wills, Cumberland County - PA 106.56 inheritance tax balance due 12,011.52 -6- SCHEDULE C DISBURSEMENTS OF PRINCIPAL Continued Total Taxes Commissions 02!27/2009 Harold D. Ile, Executor Total Commissions Fees 13,799.00 02/27/2009 Weigle & Associates, P.C. 14,549.00 Total Fees TOTAL DISBURSEMENTS OF PRINCIPAL 13,106.56 13,799.00 14,549.00 66,771.93 -7- SCHEDULE D DISTRIBUTIONS OF PRINCIPAL Darlene G. Coover 10/29/2008 Orrstown Bank Stock -Specific Bequest -1/3 36,380.00 total shares 36,380.00 Garv W. Ile 10/29/2008 Orrstown Bank Stock -Specific Bequest -1/3 36,380.00 36,380.00 Harold D. Ile 10/29/2008 55.0000 shares Cumberland Valley Cooperative Stock - 550.00 Specific Bequest 10/29/2008 Orrstown Bank Stock -Specific Bequest -1/3 36,380.00 total shares 36,930.00 TOTAL DISTRIBUTIONS TO BENEFICIARIES 109,690.00 -8- PRINCIPAL BALANCE ON HAND # Units Description Cash Estate Checking Account Total Cash Current Value Fiduciary 09/01/2009 Acquisition or as Noted Value 183,625.15 183,625.15 183,625.15 183,625.15 183,625.15 183,625.15 -9- SCHEDULE F CHANGES IN PRINCIPAL HOLDINGS # Units Cost Cumberland Valley Cooperative Stock 09/14/2008 55.0000 inventoried 550.00 10/29/2008 -55.0000 distributed -550.00 0.0000 0.00 Orrstown Bank Stock 09/14/2008 inventoried 109,140.00 10/29/2008 distributed -36,380.00 10/29/2008 distributed -36,380.00 10/29/2008 distributed -36,380.00 0.00 Total o.oo -10- SCHEDULE G RECEIPTS OF INCOME Interest/Bank Citizens Bank Certificate of Deposit #693179 10/09/2008 19.46 11 /09/2008 25.14 12/09/2008 24.33 01 /09/2009 25.14 02/09/2009 25.14 03/09/2009 22.71 04/09/2009 25.14 05/09/2009 24.33 06/09/2009 25.14 07/09/2009 8.22 08/09/2009 8.49 233.24 Citizens Bank Certificate of Deposit #897300 10/08/2008 17.12 11 /08/2008 23.08 12/08/2008 22.33 01 /08/2009 23.08 02/08/2009 23.07 03/08/2009 20.84 04/08/2009 23.08 05/08/2009 9.04 06/08/2009 9.34 07/08/2009 9.04 08/08/2009 9.35 189.37 Orrstown Bank Certificate of Deposit #20050066 03/06/2009 310.34 08/27/2009 313.95 624.29 -11- SCHEDULE G RECEIPTS OF INCOME Continued Orrstown Bank Checking Account..#722359 10/02/2008 11.63 Orrstown Bank Estate Checking Account 103-008163 11 /02/2008 3.60 11 /30/2008 4.71 12/31 /2008 13.82 02/01 /2009 13.97 03/01 /2009 12.05 04/01 /2009 7.63 05/01/2009 5.72 06/01 /2009 5.92 07/01 /2009 5.73 08/01 /2009 6.30 11.63 79.45 TOTAL BANK INTEREST TOTAL RECEIPTS OF INCOME 1,137.98 1,137.98 -12- INCOME BALANCE ON HAND Current Value 09/01 /2009 # Units Description or as Noted Cash Estate Checking Account 1,137.98 Total Cash 1,137.98 1,137.98 Fiduciary Acquisition Value 1,137.98 1,137.98 1,137.98 -13- COMBINED BALANCE ON HAND # Units Description Cash Estate Checking Account Total Cash Current Value Fiduciary 09/01/2009 Acquisition or as Noted Value 184,763.13 184,763.13 184,763.13 184,763.13 184,763.13 184,763.13 PROPOSED DISTRIBUTIONS TO BENEFICIARIES Current Value Fiduciary 09/01/2009 Acquisition or as noted Value TO: Barbara J. Henry 1/8 of 1/2 of Residuary -CASH 11,547.70 11,547.70 11,547.70 11,547.70 TO: Cindy L. Lunch now known as Cindy L. Treger 1/8 of 1/2 of Residuary -CASH 11,547.69 11,547.69 11,547.69 11,547.69 TO: Constance L. Naugle now known as Constance L. Rivera 1 /8 of 1/2 of Residuary -CASH 11,547.69 11,547.69 11,547.69 11,547.69 TO: Darlene G. Coover 113 of 1/2 Share of Residuary -CASH 30,793.85 30,793.85 30,793.85 30,793.85 TO: Ellen S. Fraker 1/8 of 1/2 of Residuary -CASH 11.,547.70 11,547.70 11,547.70 11,547.70 TO: Gary W. Ile 1/3 of 1/2 Share of Residuary -CASH 30,793.85 30,793.85 30,793.85 30,793.85 TO: Harold D. Ile 1/3 of 1/2 Share of Residuary -CASH 30,793.86 30,793.86 30,793.86 30,793.86 TO: Judy M. Sites 1/8 of 1/2 of Residuary -CASH 11,547.70 11,547.70 -14- PROPOSED DISTRIBUTIONS TO BENEFICIARIES Continued Current Value Fiduciary 09/01/2009 Acquisition or as noted Value 11,547.70 11,547.70 TO: Kimberly S. Shirley 1/8 of 1/2 of Residuary -CASH 11,547.69 11,547.69 11,547.69 11,547.69 TO: Lavon K. Silverthorn 1/8 of 1/2 of Residuary -CASH 11,547.70 11,547.70 11,547.70 11,547.70 TO: Thomas M. Fritz 1/8 of 1/2 of Residuary -CASH 11,547.70 11,547.70 11,547.70 11,547.70 Tota I 184, 763.13 184, 763.13 -15- In the Court of Common Pleas of Cumberland County, Pennsylvania Orphans' Court Division File No. 21-08-0982 Estate of A. Dana Ile, Deceased Signature ~. ~~-~ Harold D. Ile, Executor -16- In the Court of Common Pleas of Cumberland County, Pennsylvania Orphans' Court Division File No. 21-08-0982 Estate of A. Dana Ile, Deceased Verification Harold D. Ile, Executor under the Last Will and Testament of A. Dana Ile, Deceased, hereby declares under oath that he/she has fully and faithfully discharged the duties of his/her office; that the foregoing 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 his/her knowledge, there are no claims now outstanding against the Estate; that all taxes presently due from the Estate have been paid; and that the grant of Letters Testamentary and the first complete advertisement thereof occurred more than four months before the foregoing Account. This statement is made subject to penalties of 18 Pa. C.S.A. Section 4904 relating to unsworn falsification to authorities. . C~=~E~ Harold D. Ile, Executor Dated: ~ - v2 - O Subscribed and sworn to by HAROLD D. ILE before me this Z"-~ day of.~yy~~..~ 2009. otaria _ea~ Linda K. Klein, Notary Public Shippensburg, PA Cumberland County My Commission Expires August 15, 2012 -17- It is hereby certified that written notice stating the date, time and place of the presentation of the First and Final Account in the above estate and the statement of proposed distribution and stating the last day to file objections to the account and statement of proposed distribution and including a copy of the statement of distribution was given at least twenty-eight (28) days prior to the date fixed to every unpaid creditor who has given written notice of his claim to the Accountant and to every other person known to the Accountant to have or claim an interest in the estate as creditor, beneficiary, heir or next of kin. • L~~'~- Harold D. Ile, Executor WEIGLE & ASSOCIATES, P.C. -ATTORNEYS AT LAW - 126 EAST KING STREET - SHIPPENSBURG, PA 77257-1397 IN RE: ESTATE OF A. DANA ILE, IN THE COURT OF COMMON PLEAS OF Deceased :CUMBERLAND COUNTY, PENNSYLVANIA ORPHANS' COURT DIVISION 21-08-0982 NOTICE This is to advise you that Harold D. Ile, Executor of the estate of A. Dana Ile, deceased, has filed the First and Final Account of the administration of the said decedent's estate in the Office of the Register of Wills of Cumberland County, Pennsylvania. The said Account and Proposed Schedule of Distribution will be presented to the Court of Common Pleas of Cumberland County, Pennsylvania, Orphans' Court Division, of Carlisle, Pennsylvania, in the Courtroom of the Cumberland County Courthouse, Carlisle, Pennsylvania, on October 13, 2009, at 9:30 a.m., for confirmation. Copies of the said Account and Proposed Schedule of Distribution are enclosed herewith. This notice is sent to you as an interested party, in accordance with the Rules of Court. Any exceptions or objections to the said Account or Proposed Schedule of Distribution may be filed prior to, or at that time and date, by any Party of Interest. You are not required to appear at the audit. However, if you do not appear in person or by counsel, the Court will assume that you agree with the accounting and the distribution proposed by the accountants. September 11, 2009 WE WEIGLE & ASSOCIATES, P.C. -ATTORNEYS AT LAW - 126 EAST KING STREET - SHIPPENSBURG, PA 17257-1397 Very truly yours, Notices to: Harold D. Ile 269 Newburg Road Newburg, PA 17240 Gary W. Ile 48 Decatur Road Havertown, PA 19083 Darlene G. Coover 9995 Tower Road Shippensburg, PA 17257 Lavon K. Silverthorn 16417 Country Club Drive Burlington, WA 9823 3 Ellen S. Fraker 2185 Lake Meade Road East Berlin, PA 17316 Barbara J. Henry 216 First Avenue New Castle, WY 82701 Thomas M. Fritz 3 Darrin Avenue Newburg, PA 17240 Judy M. Sites 116 Crabapple Lane Shippensburg, PA 17257 Cindy L. Lynch now known as Cindy L. Treger 3200 East Lake Meade Road East Berlin, PA 17316 Kimberly S. Shirley 9933 Tower Road Shippensburg, PA 17257 Constance L. Naugle now known as Constance L. Rivera 2032 Harvest Drive Mechanicsburg, PA 17055 WEIGLE & ASSOCIATES, P.C. -ATTORNEYS AT LAW - 726 EAST KING STREET - SHIPPENSBURG, PA 77257-1397 DECEDENT'S ESTATE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA ORPHANS' COURT DIVISION ESTATE OF A. Dana Ile ,DECEASED No. 21-08-0982 ,~ cn ~ c. ~~ ~ 4~ PETITION FOR ADJUDICATION / ,, ~ ~-.~'~ ~.°~~ STATEMENT OF PROPOSED DISTRIBUTION ~~ ~~, ~~- PURSUANT TO Pa. O.C. RULE 6.9 ~ ~ ~' :: "" , ~ ~. a i 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. Name of Counsel: Jerry A. Weigle Esquire Supreme Court I.D. No.: 01624 Name of Law Firm: Weigle 8< Associates, P.C. Address: 126 East King Street Shippensburg, PA 17257 Telephone: 717/532-7388 Fax: 7171532-5289 E-mail: Form oC-~~ Rev. 10-13-2006 Copyright (c) 2006 form software only The Lackner Group, Inc. Page 1 Of 10 ~y ~ ~vn'b ny6utt. b .. "' <. C :~ ' A' F 4y :. 'int. :y l~ y ^ f H. L ~` ~ I ; •' z .. s ,,. Estate of A. Dana Ile . Deceased 1. Name(s) and address(es) of Petitioner(s): Name: Harold D. Ile aadress: 269 Newburg Road Newburg, PA 17240 Identify any executors or administrators who have not joined in the Petition for Adjudication and Statement of Proposed Distribution and Account and state reason: Is this the first accounting by this fiduciary? .......................................................................... ^ Yes ^ No X If not, identify prior accountings, the accounting periods covered, and the date of adjudication of the prior accounting. 2. Decedent died on 09/14/2008 Q Letters Testamentary or 10/02/2008 ^ Letters of Administration were granted to Petitioner(s) on Date of Will (if applicable): 01/03/2000 Date(s) of Codicil(s) (if applicable): Date of probate (if different from date Letters granted): 10/02/2008 Was a bond required? ^ Yes ~ IVo If yes, state amount: Are proofs of advertising of the grant of Letters attached? .......................................... ~ Yes ^ No Dates of advertising of the grant of Letters: 10/10/2008 10/17/2008 10/24/2008 10/17/2008 10/24/2008 10/31 /2008 Form oC-01 Rev. 10-13-2006 Copyright (c) 2006 form software only The Lackner Group, Inc. Page 2 of 10 6' Estate of A. Dana Ile ,Deceased 3. Was decedent survived by a spouse? ........................................................................ ~ Yes ^X No If yes, name of the surviving spouse: 4. Has the surviving spouse filed to take an elective share? ......................................... ~ Yes 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 the decedent marry after execution of Will or Codicil(s)? ............... Were any children born to decedent after execution of Will or Codicil(s)? ............................................................. If yes, give names and dates of birth: Name: 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 a No Yes ~ No Date of Birth: ................. ~ Yes ~ No Form oC-01 Rev. 10-13-2006 Copyright (c) 2006 form software only The Lackner Group, Inc. Page 3 of 10 Estate of A. Dana Ile 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 Darlene G. Coover 9995 Tower Road Shippensburg, PA 17257 Ellen S. Fraker 2185 Lake Meade Road East Berlin, PA 17316 and Comments, if Daughter Stepchild Interest Please see attached copy of Will. 1/3 of 1/2 Please see attached copy of Will. 1/8 of 1/2 Form ~C-~~ Rev. 10-13-2006 Copyright (c) 2006 form software only The Lackner Group, Inc. Page 4 Of 1 O i.~ ~ n r...M.. ~ p .. Estate of A. Dana Ile ,Deceased Name and Address of Each Party in Interest Thomas M. Fritz 3 Darrin Avenue Newburg, PA 17240 Relationship and Comments, if any Stepchild Interest lease see attached spy of Will. 1/8 of 1/2 Barbara J. Henry Stepchild lease see attached 216 First Avenue opy of Will. Newcastle, WY 82701 1/8 of 1/2 See continuation schedule attached B. Identify each party who is not sui juris (e.g., minors or incapacitated persons). For each such party, give date of birth, the name of each Guardian and how each Guardian was appointed. If no Guardian has been appointed, identify the next of kin of such party, giving the name, address and relationship of each. C. State why a Petition for Guardian/Trustee Ad Litem has or has not been filed for this Audit (see PA. O. C. Rule 12.4). D. If distribution is to be made to the personal representative of a deceased party, state date of death, date and place of grant of Letters and type of Letters granted. Form ~C-01 Rev. 10-13-2006 Copyright (c) 2006 form software only The Lackner Group, Inc. Page 5 Of 10 ~` w . ~ ' , $ Beneficiaries or Heirs (continuation of Question #9A) Estate of A. Dana Ile Deceased Name and Address of Each Party in Interest Gary W. Ile 48 Decatur Road Havertown, PA 19083 Harold D. Ile 269 Newburg Road Newburg, PA 17240 Cindy L. Lynch now known as Cindy L. Treger 3200 East Lake Meade Road East Berlin, PA 17316 Constance L. Naugle now known as Constance L. Rivera 2032 Harvest Drive Mechanicsburg, PA 17055 Kimberly S. Shirley 9933 Tower Road Shippensburg, PA 17257 Lavon K. Silverthorn 819 Conger Street Aberdeen, WA 98520 Judy M. Sites 116 Crabapple Lane Shippensburg, PA 17257 Relationship and Comments, if any Son Son Stepchild Stepchild Stepchild Please see attached copy of Will. 1/8 of 1/2 Stepchild Please see attached copy of Will. 1/8 of 1/2 Stepchild Please see attached copy of Will. 1/8 of 1/2 Interest Please see attached copy of Will. 1/3 of 1/2 Please see attached copy of Will. 1/3 of 1/2 Please see attached copy of Will. 1/8 of 1/2 Please see attached copy of Will. 1/8 of 1/2 Form OC-01 Rev. 10-13-06 pyrtW' yy un ~u y~ ~ ~p ~ '•~ f~~ % ~~ ~ ,d Estate of A. Dana Ile .Deceased 10. Other than the claim for the family exemption, list the names of all known claimants and the amount of their claims and state whether each claim is admitted. Name and Address of Each Claimant Amount of Claim Claim Admitted? Will Claim Be Paid in Full? None Above Attachment Total 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? ................................................................................. Was family exemption allowed? ................................................................................... Family exemption claimant's name and relationship: Name: Relationship: Yes a No Yes ~ No Form oG~1 Rev. 10-13-2006 Copyright (c) 2006 form software only The Lackner Group, Inc. Page 6 of 10 ,.,. :~ Wes..<~ ~ ,. ~.. A Estate of A. Dana Ile 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: Dafe Payment Interest 12/03/2008 13,000.00 02/27/2009 106.56 13. On the date of death, was the decedent a fiduciary (personal representative, trustee, guardian, agent under power .............................. X of attorney) or surety on the bond of a fiduciary? ............. ...................... ~ Yes ~ Wo If yes, provide the name of the estate, indicate whether an account has been filed and confirmed absolutely and all awards performed, or, in the alternative, how the decedent's estate will be discharged for the decedent's fiduciary administration of the estate. 14. A. Describe in detail any questions requiring adjudication and state the position of the Petitioner(s) as to each question: B. Has notice of the question requiring adjudication been given to the parties identified in Paragraph 9 above? ............................................................. ~ Yes 0 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. Form ~C-01 Rev. 10-13-2006 Copyright (c) 2006 form software only The Lackner Group, Inc. Page 7 of 10 ~ x.. ~ :.. fi: .u .. .:. Estate of A. Dana Ile . Deceased 16. Had the decedent been adjudicated an incapacitated person? ............................................ ~ Yes ~ IVo X If yes, attach a copy of the Order if available; otherwise state 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. Date Description Amount None B. Has notice of the additional receipts and disbursements been given to the parties identified in Paragraph 9 above? .................................................... ~ Yes ~ IVo 18. If a reserve is requested, state amount and purpose. Amount: Purpose: If a reserve is requested for counsel fees, has notice of the amount of fees to be paid from the reserve been given to the parties in interest? .................................................................................................. ~ Yes ^X No If so, attach a copy of the notice. 19. Is the Court being asked to direct ^ ^ N X the filing of a Schedule of Distribution? ................................................................................ Yes o As to real estate only? .......................................................................................................... ~ Yes ~ No Form ~C-~~ Rev. 10-13-2006 Copyright (c) 2006 form software only The Lackner Group, inc. Page 8 of 10 g ~~ ~ ~ i ~ ~ ~. 3 ~ i Estate of A. Dana Ile Deceased Wherefore, your Petitioner(s) ask(s) that distribution be awarded to the parties entitled and suggest(s) that the distributive shares of income and principal (residuary shares being stated in proportions, not amounts) are as follows: A. Income: Proposed Distributee(s) Darlene G. Coover Amount Proportion 1/3 of 1/2 Ellen S. Fraker 1/8 of l/2 Thnmac M Frihs Barbara J. Henry 1 /8 1/8 of of 1 /2 1/2 Gary W. Ile 1/3 of 1/2 Harold D. Ile 1/3 of 1/2 Cindy L. Lynch now known as Cindy L. 1/8 of 1/12 Constance L. Naugle now known as 1/8 of 1/2 See continuation schedule attached B. Principal: Proposed Distributee(s) Amount Proportion 1/3 of 1/2 Darlene G. Coover 1/8 of 1/2 Ellen S. Fraker 1/8 of 1/2 Thomas M. Fritz 1/8 of 1/2 Barbara J. Henry 1/3 of 1/2 Garv W. Ile Harold D. Ile 1/3 of 1/2 Cindy L. Lynch now known as Cindy L. 1/8 of 1/2 Constance L. Naugle now known as 1/8 of 1/2 See continuation schedule attached Submitted By: (All petitioners must sign. Add additional lines if necessary): ~• Name of Petitioner: Harold D. Ile Name of Petitioner: Name of Petitioner: Form oC-U1 Rev. 10-13-2006 Copyright (c) 2006 form software only The Lackner Group, Inc. Pegg 9 Of 10 ~~ ff'~ ~., , .. ... .... C Proposed Distributions of Income (continuation of Page 9) Estate of A. Dana Ile ,Deceased A. Income: Proposed Distributee(s) Kimberly S. Shirley Lavon K. Silverthorn Judy M. Sites Amount Proportion 1/8 of 1/2 1/8 of 1/2 1/8 of 1/2 Form OC-01 Rev. 10-13-06 Estate of A. Dana Ile Proposed Distributions of Principal (continuation of Page 9) ,Deceased B. Principal: Proposed Distributee(s) Kimberly S. Shirley Lavon K. Silverthorn Judy M. Sites Amount Proportion 1/8 of 1/2 1/8 of 1/2 1/8 of 1/2 Form OC-01 Rev. 10-13-06 Estate of A. Dana Ile Deceased Verification of Petitioner (Verification must be by at least one petitioner.) The undersigned hereby verifies * [that nersne is rive Executor of the above-named nameotcorporation Estate of A. Dana Ile 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 Harold D. Ile Signature of Petitioner Signature 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 to the form have been made beyond the responses herein. r-1 I r- c~ , Sign~ire of Co~isel for Petittbner Jerry A. Weigle Esquire Form ~C-01 Rev. 10-13-2006 Copyright (c) 2006 form software only The Lackner Group, Inc. Page 10 of 10 LAST WILL AND TESTAMENT I, A. DANA ILE, of 19 Middle Spring Road, Shippensburg, Cumberland County, Pennsylvania, being of sound mind, memory and disposition, do hereby make, publish and declare this my Last Will and Testament, hereby revoking and making void all wills by me at any time heretofore made. FIRST. I order and direct the payment of all my legally enforceable debts and funeral expenses as soon as may be convenient after my decease. SECOND. I give and bequeath all of my shares of Orrstown Bank common stock and a1_1 of my shares of my United Republic Corporation common stock to my children, HAROLD D. ILE, GARY W. ILE, and DARLENE G. ILE COOVER, in equal shares, on a per stirpes distribution basis. THIRD. I give and bequeath any shares of stock that I own in the Cumberland Valley Co-operative Association of Shippensburg, Pennsylvania, to my son, HAROLD D. ILE, absolutely. FOURTH. I give, devise and bequeath all the rest, residue and remainder of my estate, real, personal and mixed, whatsoever and wheresoever situate, to my wife,- WINIFRED J. ILE, absolutely. FIFTH. In the event my said wife, WINTERED J. ILE, should predecease me or is not living on the sixtieth (60~') day following my death, I then give, devise and bequeath all the rest and residue of my estate, whatsoever and wheresoever situate, as follows: A. ONE-HALF of the said rest and residue of my estate to my children, HAROLD D. ILE, GARY W. ILE, and DARLENE G. ILE COOVER, in equal shares, on a per stirpes distribution basis; and B. ONE-HALF of the said rest and residue of my estate to the children of my wife, Winifred J. Ile, by her prior marriage, namely: LAVON K. SILVERTHORN, ELLEN S. FRAKER, BARBARA J. HENRY, JUDY M. SITES, CINDY L. LYNCH, THOMAS M. FRITZ, CONSTANCE L. NAUGLE, and KIMBERLY S. SHIRLEY, in equal shares, on a per stirpes distribution basis. SIXTH. I nominate, constitute and appoint my wife, WINTERED J. ILE, to be the Executrix of this my Last Will and Testament; if she be unable to fulfill the duties of Executrix, I then nominate, constitute and appoint HAROLD D. ILE to be the Executor of this my Last Will and Testament. r ~ /~ f !f , f (SEAL) fJARK, WEIGLE AND PERK[NS - ATTORNEYS AT LAW - 126 EAST KING STREET - SHIPPENSBURG, PA 7 725 7-7 397 SEVENTH. I direct that my personal representatives shall not be required to give bond for the faithful performance of their duties in any jurisdiction. IN WITNESS WHEREOF, I, A. DANA ILE, have hereunto set my hand and seal to this my Last Will and Testament, written on two pages, the first page signed for identification only, this 3 day of ~ ~~~'``' '' c~~u ~, ~ r `'~- . G~~,/~t ~'~~Z~t/. '(SEAL) This instrument was by the Testator on the date hereof, signed, published and declared b him to be his Last Will and Testament, in our. presence, who at his request and in the Y presence of each other, we believing him to be of sound and disposing mind and mem ry, have hereunto subscribed our names as witnesses. J j Q C,~. ~ COMMONWEALTH OF PENNSYLVANIA SS. COUNTY OF CUMBERLAND I, A. DANA ILE, the person whose Warne is signed to the foregoing instrument, having been duly qualified according to Iaw, do hereby acknowledge that ~ signed and execu~ed uh instrument as my Last Will; that I signed it willingly; and that I signed it a.s my free and voluntary act for the purposes therein expressed. F, r f ~, 1-~ ~ Sworn or affirmed to and acknowledged before me by A. DAN ILE, the Testator, ~~,C~~ t f ~? ~. this ~~ G~ day of '%;,1'1~.~.'-~ k ~ ~ - +~- /' F ,~- i ~o~~~~a~. ~E~L ~~, Jerry ~1/~'}i~c~, ~^ta~y Fab(~c# MARK, WEIGLE AND PERKINS - ATTORNEYS AT LAW - 126 EAST KING STREET - SHIPPENSBURG, PA 17257-1397 COMMONWEALTH OF PENNSYLVANIA SS. COUNTY OF;~UMBERLAND r ~l/r f : ' ~ '19 ~ ,:~ ~1. ~ ~t~. ~~` ~ and ,- ~~~ ~'~~~ ~ .~.-' ~ ~ (~~ We,'~ the witnesses whose names are signed to th for oing instrument, being duly qualified according to law, do depose and say that w~ wer present and saw A. DANA ILE, the Testator, sign and execute the instrument as hi Last ill; that he signed willingly and that he executed it as his free and voluntary act for the oses therein expressed; that each of us in the hearing and sight of the Testator signed the will as witnesses; and that to the best of our knowledge the Testator was at the time eighteen (18) or more years of age and of sound mind ~„~ ,,,-,far nn rnnetraint nr tlt'1[~ue i11'Fluel'ICe. MARK, WEIGLE AND PERKlNS - ATTORNEYS AT LAW - 126 EAST KING STREET - SHIPPENSBURG, PA 1 725 7-7 39 7 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: October 17, October 24, and October 31, 2008 Affiant further deposes that he is authorized to verify this statement by the Cumberland Law Journal, a legal periodical of general circulation, and that he is not interested in the subject matter of the aforesaid notice or advertisement, and that all allegations in the foregoing statements as to time, place and character of publication are true. .----- ' a Marie Coyne, Edit r SWORN TO AND SUBSCRIBED before me this 31 day of October, 2008 ~. Notary Ile, A. Daaa, deed. Late of the Township of South- ampton. Executor: Harold D. Ile, 269 New- NOTARLA~ SEAT burg Road, Newburg, PA 17240. . DEBORAH A COLLINS Attorneys: Jerry A. Weigle, Es- Notvry Public quire, Weigle 8s Associates, P.C., CARLISLE BORO, CUMBERLAND COUNN 126 East King Street, Shippens- My Commission Expires Apr 28, 2010 burg, PA 17257. Proof of Publication of Notice in . ,,,~ ~ ~ Anna 1 -~ ~~~~ The News-Chronicle COUNTY OF CUMBERLAND WEIGLE ASSOCIATES/ESTATE NOTICE COMMONWEALTH OF PENNSYLVANIA Larry J. Werner II, being duly sworn according to law, deposes and says that he is the Sales Manager of "The News-Chronicle," which is a bi-weekly newspaper of general circulation published in Shippensburg Township, Cumberland County, Pennsylvania, by Latrobe Printing and Publishing Company, a corporation duly organized and existing under the laws of the Commonwealth of Pennsylvania having its principal place of business at 1011 Ritner Highway (P.O. Box 100), Shippensburg, Pennsylvania; that she is authorized to and does make this affidavit on its behalf; that the printed notice, advertisement of publication attached hereto is the same as was printed in the regular editions and issues of "The News-Chronicle" on the following date(s) October 10, 17 & 24 , 2008 Copy of Notice of Publication Affiant further deposes that neither he nor "The News-Chronicle" and The Latrobe Printing and Publishing Company have any interest in the subject matters of the aforesaid notice or advertisement, and that the facts set forth in the foregoing affidavit is true and correct. r----- Sw and subsc ' ed bef e this Day of ,2008 ~:.QF~P110NalVEA~TF9 ®F P~~S~l~~L.VA,t°~CreE Notarial Seal _a__. Lisa Dawn Shankle, Notary PutliL ~ ~'~ Bedford Boro, Bedtc~rd Co+.~nty My Commission Bxr~iro~~~ ~ ~°"~• 2~ ° 2G1 ~' r~'emter, Penr~sy ~s~ie ~"c~Wi~ktlc~~ rf ~!ota~iv~ Notary Public To: "The News-Chronicle" Shippensburg, PA 17257 For publishing the notice attached hereto: 1 ~_ M '~^. ~.~, ~ ~I r },_ k ~ ~ ~~ On the stated date(s) ................ $ 99.75 Affidavit ............ ........... .$ 5.00 Total .............................. $ 104.75