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HomeMy WebLinkAbout09-11-09DECEDENT'S ESTATE COURT OF COMMON PLEAS OF ~ N o " CUMBERLAND COUNTY, PENNSYLVANIA ~ ~ rn ~ , ~? ~ -~~ ORPHANS' COURT DMSION ~'~~ -o _ `~' ~ -~ n -' r, ~~T = '.`.tom ~ ESTATE OF W William Apgar aka Walter W Apgar DECEASED ~~ ~ ,-~ No. 21 A8-0677 "" PETITION FOR ADJUDICATION / STATEMENT OF PROPOSED DISTRIBUTION PURSUANT TO Pa. O.C. Rule 6.9 This jorm may be used to a// cares lnvohing the Audtl of the Account oja Decedent's Estate. !j space is insu,,~7cient, riders may be attached Attach the spouse's election, if any; the papers required under items 8-/9 inclusive; and any instrument pertinent to the adjudicatfon. INCLUDE ATi'ACHMENTSAT THE BACK OF THIS FORM. Name of Counsel Charles E. Shields, Ili Supreme Court I.D. No.: 38513 Name of Law Firm: Address: 6 Clouser Road Tclcphone:__ (717) 766-0209 Fax: !7171795-7473 F,,..aaor m. t0.lJ.06 Page l of ]0 1 Estate of W William Apgar aka Walter W Apgar Deceased Name(s) and address(es) of Petitioner(s): xan,: Orrstown Bank sue; PO Box 250 Shippcasburg, PA 17257 Identify any executors or administrators who have not joiaed in the Petition for Adjudication and Statement of Proposed Distribution and state reason: Is this the first accounting by this fiduciary? .............. ®Yes ^ No [f not, identity prior accountings, the accounting periods covered, and the date of adjudication of the prior accounting. 2. Dceedent died on June 12, 2008 ~ Letters Testamentary or ^Letters of Administration were granted to Petitioner(s) on Date of Will (rfapplicable): June 4, 2008 Date(s) of Codicil(s) (ifopplicable): N/A Date of probate (fd~erem from date Letters granted): June 24, 2008 Was a bond required? ^Yes ®No If yes, state amount: Are proofs of advertising of rho grant of Letters attached? ......... 0 Yes ^ No Dates of advertising of the grant of Letters: Cumberland Law Journal: July 11, 18 and 25, 2008; Carlisle Sentinel: July 9, 16 and 23, 2008 F,,..ocoi ~' io'~a'oa Page 2 of 10 r. Estate of W William Apgar aka Walter W Apgar ,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 ^ No (,~ Section 2201 gt,~, ojtbe Probate. Estates and Fidaciarles 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 ofdeceased children (lfnone, so state): N/A 6. Did decedent many after execution of Will or Codicil(s)? ........... ^Yes ©No Were any children bom to decedent after execution of Will or Codicil(s)? ........................................... ^ Yes ©No !f yes, give names and dates of birth: Name: Date ojBirth: If required by the Medical Assistance Estate Recovery Act, 62 P.S. § 1412, was a request for a statement of claim sent to the Departrnent of Public Welfare? .............................. Yes ^ No 1'wm OGOI rcr. 10./3.06 Page 3 of 10 Estate of W William Apgar aka Walter W Apgar 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 aad all claimants listed in item 10 below. !n addition, notice of any questions requiting Adjudication as discussed in item 14 below has bean or will be given to all persons affected thereby. A. !f 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. !f Notice is yet to be given, a copy of the Notice as well as a list of tbe names and addresses of the parties receiving such Notice shall be submitted at the Audit togetber with a statement executed by a Petitioner or counsel certifying that such notice has been given. C. !f any person entitled to Notice is not sui jutrs (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 es 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 berewith or at the Audit. 9. Lis[ all parties (charitable and non-charitabla) of whom Petitioner(s) has/Lave notice or knowledge, having or claiming any interest in the estate as beneficiaries under the Wilt or Codicil(s) or as intestate heirs if there is a complete or partial intestacy: A. State each parry's relationship to the decedent and the nature of each party's interest(s): Brandee Apgar, I Granddaughter 15% n.k.a. Brandee Myers Go Kelly Myers, Ttustec Courtney Apgar Gnaddaughter So/. c/o Kemcth Apgar, Trustee 114 North 21st Street Camp Hill, PA 17011 F~oca .n. ratt.os Pagc 4 of ]0 Estate of W William Apgar aka Walter W Apgar ~~~ Gretchen Huntzinger I Cousin 120% 806 Linwood Avenue Collingswood, NJ 08108 Hugh HuntzinBcr I Cousin 120% 200 Coming Street Charleston, SC 29403 * Additional pages are attached for remainder of beneficiaries. B. Idrntity each parry who is not sul 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. GRANDEE APGAR, now known as GRANDEE MYERS, is a trust beneficiary, her mother, Kelly Myers, is named Trustee in paragraph 3b. COURTNEY APOAR is a trust beneficiary, her father, Kenneth Apgar, is named Trustee in paragraph 3b. Said paragraph also contains the terms of said Trust. C. State why a Petition for Guardian/frustce Ad Litem has or has not been filed for this Audit (,der Pa. O.C. Rule I2.4). The two testamentary Trustees have the same interest in the review hereof as do the aforesaid Trust beneficiaries and are charged with a fiduciary duty toward the cestui qua Trusts. It was therefore felt to be an unnecessary and duplicative expense to petition for any Trustee ad litem as the account is straightforward and there are no contentious issues. 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. F~ oco/ m. la/3.06 Page 5 of 10 Estate of W William Apgar aka Walter W Apgar Deceased Joel L. Hocker friend 2.5% c% Marilyn Hockcr 31 Round Ridge Road Mechanicsburg, PA ! 7055 Matthew F. Hooker I friend 12.5% 5169 East Trindle Road, Lot 5 Mechanicsburg, PA 17050 B. Identify each party who is not suf juris (eg., minors or incapacitated persons). For each such party, give date of birth, We name of each Guardian and how each Guardian was appointed. If ao 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/1'nutee AdGirem has or bas not been filed for this Audit (ggg Pa. O.C. Rule I2.4). 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, Forty oaw m. !0.13.06 Page 5 of 10 Page 5-8 Estate of W William Apgar aka Waltcr W Apgar Deceased Kelly Myers I daughter 15,/0 513 Joyce Road Camp Hill, PA 17011 Marilyn Hocker I friend I 15Ye 31 Round Ridge Road Mechanicsburg, PA 17055 B. Identify each party who is not sui juris (eg., minors or incapacitated persons). For each such party, give date of birth, the name of each Guardian and how each Guardian was appointed. !f no Guardian has been appointed, ideality the next of kin of such party, giving the name, address and relationship of each. C. State why a Petition for Guardianlfnutee Ad Lirem has or has not been filed for this Audit (~ Pa. O.C. Rule 11.4). 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. F~oaor ,.., raraoa Page 5 of 10 Page 5-C Estate of W William Apgar aka Walter W Apgar , Deceased Rita Lengel ~ friend 15% 825 Lcc Lane Enola, PA 17025 Susan Ervin friend S% 401 East Atlantic Avenue Kings Run - Unit ii403 Haddon Heights, NJ 08035 B. Identify each perry who is not sui juris (eg., 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, addross and relationship of each. C. State why a Petition for Gusrdian/I'rustcc Ad Li~em has or has not been filed for this Audit (,yggPa. O.C. Rafe 11.4), D. [f 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, F.+~ea-0~ '.. ~a~3'°6 Page 5 of IO Page 5-D Estate of H' William Apgar aka Walter W Apgar Deceased John L. Downing, Esq. Deputy Attorney General Charitable Trust & Org. Section 14th Floor, Strawberry Square B. Identify each parry who is not suiJurrs (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/1'nrstee Ad Lirem has or has not been 41ed for this Audit (,tgg Pa. O.C. Rule 11.4J. D. If distribution is to be made to the personal representative of a deceased parry, state date of death, date and place of grant of Letters and type of Letters granted. Attorney General's Office Fww oG01 m. f0.r3.0E Page 5 of 10 Page 5-E .Estate of W William Apgar aka Walter W Apgar Deceased ! 0. Other than the claim for the family exemption, list the names of all known claimants and the amount of thew claims aad state whether each claim is admitted. NmrogdAddiry yl6arL Ckl~nanr Amwwtulp~ Goon 1nNGmn Adnlxed7 bPNdln fL//7 All Claimants have already been paid ^Yes ^Yes in full as per entries in the account. ^No ^No ^Yes ^Yes ^No ^No ^Yes ^Yes ^No ^No ^Yes ^Yes ^No ^No If the estate is insolvent, attach a schedule setting forth the order of preference under 20 Pa.C.S. § 3392 and the proposed payments. l 1. Was family exemption claimed? ................................ ^Yes ~No Was family exemption allowed? ........................... . .... ^Yes ^No Family exemption claimant's name and relationship: Rdorlwohly: Form oaor .~.' !a ~i'ea Page 6 of 10 Estate of K' William Apgar aka Walter W Apgar Deceased l2. 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: Dare Pq'wsni /akin! 9/1 212 0 08 3/I 1!2009 46,000.00 on general account 2,528.39 on genctalaccouot • Cawasl and exacueor are claioinq a partial raEund based on a statutory axsrption. rf and when received, the saws shall be distributed in the percanea9es provided few in the Wse Gill. 13. On the date of death, was the dacedmt a fiduciary (personal representative, trustee, guardian, agent under power of attorney) or surety on the bond of a fiduciary? ............ . ...... ^Yes ©No if yes, provide the name of the estate, indicate whether ao 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 nny questions requving adjudication and state the position of the Petitioner(s) as to each question: B. Has notice of the question requiring adjudication been given to the parties identified in Paragraph 9 above? .................. ^Yes ^ No I5. 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 airy relevant supporting documentation. Fan. oca m. fal3.ps Page 7 of 10 Estate of W William Apgar aka Walter W Apgar Deceased 16. Had the decedent been adjudicated an incapacitated person? .......... ~ Yes ®No If yes, attach a copy of the Orr if available; otherwise state the Court, tens, number, date, and name of Hearing Judge. 1 ?. A. List or attach a separete list of additional receipts and disbursements since the closing date of the Account. B. Has notice of the additional receipts and disbursements been given to the parties identified in Paragraph 9 above? ........ ^Yes ^ No I8. If a reserve is requested, state amount and purpose. ,,,,,,„,,. 32,350.00 P"^°"' Executor's fce of E2I,000; Attorney's fee of 510,850.00 and Filing Fee of 5500.00. If a reserve is requested for counsel fees, has notice of the amount of foes to be paid from the reserve been given to the parties in interest? ................... . ................... OYes ^No If so, attach a cepy of the notice. (Notice has been given by way of copy of Inheritance Tax Return, Schedule H arW by way of a copy o£ Che Account being provided to each beneticiary.) 19. Is the Court being asked to direct the filing of a Schedule of Distribution? .......................... DYes ~ No As to real estate only? ........................ Yes ~ No ............... ro..,ocor ,... m.n.ae Page 8 of 10 Estate of W William Apgar aka Waher W Apgar Deceased Wherefore, your Petitioner(s) ask(s) that distribution be awarded ro the parties entitled and suggest(s) that the disttibutive shares of income and principal (residuary shares being stated in proportions, not amounts) are as follows: A. Income: PropmrJOlrul6wrrr(iJ Sce proposed Schedule as part of Accounting process. B. Principal: PropnrdDlnrlAMrr(s1 Sce proposed Schedule as part of Accounting process. Awwup/Prvpo,v)a„ Awoaq/Prupwrbq Submitted By: (A/lpetitionersmast sign. Ark! oddittona!lJnes if ecessory): N f Petitioner. Orrstown Bank G. ~w~ h ~ of Petitioner ~~' D/~~W ~. / r•>r.roaar ,.. rare.os Page 9 of 10 Estate of W William Apgar aka Walter W Apgar Deceased Verifiptioa of Petltloner (Verification must be by at least oae petitioner.) The undersigned hereby of the above-named ~~~ ands that the facts set forth in the foregoing Petition for Adjudication / Statement of Proposed Distribution which arc 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 I8 Pa. C.S. § 4904 (relating to unswom falsification to authorities), ~ CO7Fo^~P~o~ arau coMrs/ne brecJ<orN lafonaatioa. Certlficatlon of Cououl 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 tite Supreme Court, and tha no changes to the form have been made beyond the responses herein. ~ ~~~ Signature of Counsel for Petitioner Fo,.,oc-0i ,~,~'rai3'a6 Page IOof 10 ORPHANS COURT DIVISON FIRST AND FINAL ACCOUNT OF ORRSTOWN BANK, EXECUTOR ESTATE OF WALTER W. APGAR DATE OF DEATH: DATE OF PROBATE: DATE OF FIRST ADVERTISEMENT AND GRANT OF LETTERS: ACCOUNTING PERIOD: JUNE 12, 2008 JUNE 24, 2008 JULY 9-25, 2008 JUNE 24, 2008-SEPTEMBER 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: ATTORNEY FOR THE ESTATE: CHARLES E. SHIELDS, III 6 CLOUSER ROAD MECHANICSBURG, PA 17055 717-766-0209(PH) n ~ 717-795-7473 (FAX) CO .°o Za ~~ y ~ ~r ~,.. _b ~~ ~ j ~~ - Ci+_ ~ _ T CI ~ _ moo a <_;_ ~~ ~~ ~ °- ~~ ~ (•' ~Yf ESTATE OF WALTER W. APGAR #0421 SUMMARY OF ACCOUNT PAGE FIDUCIARY ACQUISITION VALUE PRINCIPAL Receipts 1 $534,337.96 Less Disbursements 1 -5135.862.85 Principal Balance on Hand 1 $398,475.11 INCOME Receipts 2 $5,637.57 Less Disbursements 2 - 0.00 Income Balance on Hand 2 $5,637.57 Combined Balance on Hand for Distribution 2 $404,112.68 ESTATE OF WALTER W. APGAR #0421 07/07/2008 CONTRIBUTION RECEIVED 08/08/2008 CONTRIBUTION RECEIVED 08128/2008 CONTRIBUTION RECEIVED 08128/2008 CONTRIBUTION RECEIVED 09102/2008 CONTRIBUTION RECEIVED 09118/2008 CONTRIBUTION RECEIVED 09123/2008 CONTRIBUTION RECEIVED 1 0103/2 0 08 CONTRIBUTION RECEIVED 10107/2008 CONTRIBUTION RECEIVED 10/14/2008 CONTRIBUTION RECEIVED 10/2812008 CONTRIBUTION RECEIVED 1210612008 CONTRIBUTION RECEIVED 12/1512008 CONTRIBUTION RECEIVED 0911212008 DEPOSIT LOAN PROCEEDS 0112 7/2 0 0 9 CONTRIBUTION RECEIVED 0211212009 CONTRIBUTION RECEIVED 03112/2009 SALE PROCEEDS TOTAL PRINCIPAL RECEIPTS DISBURSEMENTS OF PRINCIPAL 08/11/2008 YORK WASTE DISPOSAL, INC. 0&11/2008 UPPER ALLEN TOWNSHIP 08/11/2008 MARLIN A. YOHN, SR., TREASURER 08/11/2008 CHARLES E. SHIELDS, III 08/1112008 SPRINT NEXTEL CORP. 0611112008 RODALE 08111/2006 MYERS-HARNER FUNERAL HOME, INC. 08N 1/2008 VERIZON 0 617 3/2 0 08 REGISTER OF WILLS, CUMBERLAND COUNTY 08/28/2008 GINGRICH MEMORIALS 09/1 012 0 0 8 UNITED WATER PENNSYLVANIA 09/10/2008 QUANTUM IMAGING AND THERAPEUTIC ASSOC 09110/2008 BUREAU OF ACCOUNT MANAGEMENT 0 911 0/2 0 08 VERIZON WIRELESS 09/12/2008 REGISTER OF WILLS, CUMBERLAND COUNTY 0 9/1 512 0 0 8 CHARLENE FEUCHTENBERGER 0 912 3/2 0 0 8 ORRSTOWN BANK 09125/2008 SANDRA STAIR 09/2512008 PRONTO PLUMBING 09/2512008 MICHAEL F HAMMER 0 912 5/2 0 0 8 J RONALD SMITH 09/25/2008 CHRISTIAN LIFE ASSEMBLY 10/01/2008 ERIE INSURANCE GROUP 1 0/0 612 0 0 8 VERIZON WIRELESS 1 011 4/2 0 0 8 BOTTOM LINE BOOKS 1 011 8/2 0 08 PPL ELECTRIC UTILITIES 10/1812008 UNITED WATER PENNSYLVANIA 1 0/2 712 0 0 8 COLONIAL VIEW CONDOMINIUM ASSOC. 1 0130/2 0 0 8 PPL ELECTRIC UTILITIES 1 013 1 /2 0 08 UPPER ALLEN TOWNSHIP 11/28/2008 REGISTER OF WILLS, CUMBERLAND COUNTY 1 210112 0 0 8 COLONIAL VIEW CONDOMINIUM ASSOC. 12/11/2008 UNITED WATER PENNSYLVANIA 1 211 1 /2 0 08 BUREAU OF RECOVERY, LLC 1 211 7/20 08 SECCO HOME SERVICES 12/2212008 SPECIALTY CLEANING SERVICES, INC. 1 213112 0 0 8 PPL ELECTRIC UTILITIES 0110212009 ERIE INSURANCE GROUP 01102/2009 YORK WASTE DISPOSAL, INC. 01/02/2009 COLONIAL VIEW CONDOMINIUM ASSOC. 01/1512009 UNITED WATER PENNSYLVANIA 01126/2009 UPPER ALLEN TOWNSHIP 01/28/2009 PPL ELECTRIC UTILITIES 02102/2009 COLONIAL VIEW CONDOMINIUM ASSOC. 02/10/2009 VERIZON WIRELESS 0 2/1 212 0 0 9 UNITED WATER PENNSYLVANIA 02125/2009 PPL ELECTRIC UTILITIES FROM FULTON BANK DIALAMERICA MARKETING DIALAMERICA MARKETING FROM ORRSTOWN BANK NATIONAL LIFE INSURANCE COMPANY PROFESSIONAL INSURANCE SERVICES, INC. EQUITRUST LIFE INSURANCE CO. COMMONWEALTH OF PA THERAPEUTIC ASSOC. ERIE INSURANCE GROUP LESH AUCTION COPMANY REDEMPTION (CHECK FROM THE FEDERAL RESERVE) FROM LESH AUCTIONS CO. REAL ESTATE~80 COLONIAL VIEW RD. MECHANICSBURG BALANCE DUE FOR THE WALTER APGAR ESTATE BALANCE DUE FOR THE WALTER APGAR ESTATE 2008 REAL ESTATE TAX FOR WALTER APGAR PROFESSIONAL SERVICES PROVIDED BALANCE DUE FOR WALTER APGAR BALANCE DUE FOR WALTER APGAR SERVICES FOR MR. WALTER W. APGAR BALANCE DUE FOR WALTER W. APGAR 5 SHORT CERTIFICATES BALANCE DUE FOR WILLIAM APGAR WILLIAM APGAR I ACCT #00200899479828 BALANCE DUE FOR WILLIAM APGAR BALANCE DUE FOR WILLIAM APGAR W. WILLIAM APGAR INHERITANCE TAX PREPAYMENT REIMBURSEMENT FOR OBITUARY/DEATH CTF. V. EGRESITS PAYOFF ORRSTOWN BANK LOAN (INHERITANCE TAX PMT.) HOMEOWNERS ASSOCIATION DUES FOR WM APGAR BALANCE DUE FOR WILLIAM APGAR INGRATITUDE -WALTER APGAR SERVICE C/O PASTORAL CARE OFFICE IN GRATITUDE FOR POST SERVICE LUNCHEON PREMIUM DUE FOR THE ESTATE OF W. APGAR W.WILLIAM APGAR BALANCE DUE FOR WILLIAM APGAR BALANCE DUE FOR THE WILLIAM APGAR ESTATE WILLIAM APGAR ESTATE OUTSTANDING BALANCE DUE WILLIAM APGAR ESTATE /ACCT #08920-75004 WALTER APGAR ESTATE I COLONIAL VIEW ROAD 3 SHORT CERTIFICATES MONTHLY DUES FOR UNIT #880 WILLIAM APGAR ESTATE WALTER APGAR /ACCT #1232389 BALANCE DUE FOR WILLIAM APGAR ESTATE BALANCE DUE FOR CARPET CLEANING FOR THE HOME ESTATE OF WILLIAM APGAR ESTATE OF WILLIAM APGAR WALTER APGAR /ACCT #3811 12 0 25641 3 MONTHLY DUES FOR UNIT #880 BALANCE DUE FOR THE ESTATE OF W. APGAR ESTATE OF WALTER APGAR WILLIAM APGAR ESTATE MONTHLY DUES FOR UNIT #880 FINAL BILL DUE FOR THE WILLIAM APGAR EST WILLIAM APGAR ESTATE WILLIAM APGAR ESTATE 9/1012009 $433.10 $23,910.29 $59.95 $59.95 $831.58 $83.22 $81,577.55 $89.50 $51,735.48 $230,323.05 $1,107.00 $334.00 $9,882.20 $30,000.00 $712.00 $919.09 $122,500.00 5534,337.96 -$43.50 -$117.80 -$1,087.40 -$487.50 -$111.95 $52.90 -$3,518.00 $172.82 -$20.00 -$910.00 $83.81 -$1,551.00 -$73.00 -$88.55 $46.000.00 -$19.95 -$30,045.83 -$70.00 -$483.89 -$75.00 -$75.00 -$250.00 -$443.00 -$84.41 -$38.92 -$105.30 -$19.23 -$140.00 -$151.53 -$112.00 -$12.00 -$70.00 -$19.37 $122.11 -$303.59 -$339.20 -$192.31 -$6.00 -$43.50 -$70.00 -$39.38 -$112.00 -$288.72 -$70.00 -$260.20 -$14.14 -$150.82 ESTATE OF WALTER W. APGAR #0421 03/0212009 COLONIAL VIEW CONDOMINIUM ASSOC. MONTHLY DUES FOR UNIT #880 0 3/1 012 0 0 9 UNITED WATER PENNSYLVANIA FINAL BALANCE DUE FOR THE 03/1112009 REGISTER OF WILLS, CUMBERLAND COUNTY ADDITIONAL PROBATE FEE 03/1112009 REGISTER OF WILLS, CUMBERLAND COUNTY FILING FEE-PA INHERITANCE TAX RETURN 0311112009 REGISTER OF WILLS, CUMBERLAND COUNTY BALANCE DUE-PA INHERITANCE TAX RETURN 031122009 i% REAL ESTATE TRANSFER TAX REAL ESTATE-880 COLONIAL VIEW RD. MECHANICSBURG 031122009 REALTOR'S COMMISSION REAL ESTATE-880 COLONIAL VIEW RD. MECHANICSBURG 03112/2009 NOTARY & TAX CERT FEES REAL ESTATE-880 COLONIAL VIEW RD. MECHANICSBURG 031122009 APPRAISAL 8 HOME WARRANTY FEE REAL ESTATE-880 COLONIAL VIEW RD. MECHANICSBURG 03112/2009 REAL ESTATE MAINTENANCE REAL ESTATE~80 COLONIAL VIEW RD. MECHANICSBURG 03112/2009 PRORATED REAL ESTATE TAXES 8 HOMEOWNEI REAL ESTATE~80 COLONIAL VIEW RD. MECHANICSBURG 0 311 2/2 0 09 FINAL SEWER BILL REAL ESTATE-880 COLONIAL VIEW RD. MECHANICSBURG 03/19/2009 SPRINT BALANCE DUE FOR THE W. WILLIAM APGAR EST 03/20/2009 UNITED WATER PENNSYLVANIA ESTATE OF WILLIAM APGAR 03/20/2009 PPL ELECTRIC UTILITIES WILLIAM APGAR ESTATE 04/082009 VERIZON FINAL BILL FOR WILLIAM APGAR (ESTATE) 08/272009 PARK FINANCIAL SERVICES 2007 INDIVIDUAL TAX PREP FEE 08/2712009 UNITED STATES TREASURY 2007 FORM 1040 TAX DUE 08/2712009 PA DEPT. OF REVENUE 2007 FORM PA40 TAX DUE Reserved CHARLES E. SHIELDS, III, ESQUIRE ATTORNEY FEES ORRSTOWN BANK, EXECUTOR FIDUCIARY FEES CUMBERLAND COUNTY COURTHOUSE FIRST AND FINAL ACCOUNTING FEES TOTAL DISBURSEMENTS OF PRINCIPAL PRINCIPAL BALANCE ON HAND INCOME RECEIPTS 08101/2008 DIVIDEND RECEIVED 09/02/2008 DIVIDEND RECEIVED 10/0112008 DIVIDEND RECEIVED 1 0101/2 0 0 8 DIVIDEND RECEIVED 1 0103/2 0 0 8 INTEREST RECEIVED 11/03/2008 INTEREST RECEIVED 11/0312008 DIVIDEND RECEIVED 11/0312008 DIVIDEND RECEIVED 1 2101/2 0 0 8 INTEREST RECEIVED 12101/2008 DIVIDEND RECEIVED 1 2101 /2 0 08 DIVIDEND RECEIVED 01/0212009 DIVIDEND RECEIVED 01/0212009 DIVIDEND RECEIVED 01102/2009 INTEREST RECEIVED 02102/2009 DIVIDEND RECEIVED 02102/2009 DIVIDEND RECEIVED 03/0212009 DIVIDEND RECEIVED 031022009 DIVIDEND RECEIVED 041012009 DIVIDEND RECEIVED 04101/2009 DIVIDEND RECEIVED 05/01/2009 DIVIDEND RECEIVED 05/012009 DIVIDEND RECEIVED 081012009 DIVIDEND RECEIVED 08101/2009 DIVIDEND RECEIVED 07/012009 DIVIDEND RECEIVED 07/012009 DIVIDEND RECEIVED 051032009 DIVIDEND RECEIVED 08/03/2009 DIVIDEND RECEIVED 05/182009 CONTRIBUTION RECEIVED 09/012009 DIVIDEND RECEIVED 09/012009 DIVIDEND RECEIVED TOTAL INCOME RECEIPTS FEDERATED MONEY MARKET FUND 851-PRINCIPAL FEDERATED MONEY MARKET FUND 851-PRINCIPAL FEDERATED MONEY MARKET FUND-INCOME FEDERATED MONEY MARKET FUND 851-PRINCIPAL ORRSTOWN BANK DAILY DEPOSIT FDIC ACCOUNT ORRSTOWN BANK DAILY DEPOSIT FDIC ACCOUNT FEDERATED MONEY MARKET FUND 851-PRINCIPAL FEDERATED MONEY MARKET FUND-INCOME ORRSTOWN BANK DAILY DEPOSIT FDIC ACCOUNT FEDERATED MONEY MARKET FUN0.INCOME FEDERATED MONEY MARKET FUND 851-PRINCIPAL FEDERATED MONEY MARKET FUND-INCOME FEDERATED MONEY MARKET FUND 851-PRINCIPAL ORRSTOWN BANK DAILY DEPOSIT FDIC ACCOUNT FEDERATED MONEY MARKET FUN0.INCOME FEDERATED MONEY MARKET FUND 851-PRINCIPAL FEDERATED MONEY MARKET FUN0.INCOME FEDERATED MONEY MARKET FUND 851-PRINCIPAL FEDERATED MONEY MARKET FUN0.INCOME FEDERATED MONEY MARKET FUND 851-PRINCIPAL FEDERATED MONEY MARKET FUND851-PRINCIPAL FEDERATED MONEY MARKET FUN0.INCOME FEDERATED MONEY MARKET FUN0.INCOME FEDERATED MONEY MARKET FUND 851-PRINCIPAL FEDERATED MONEY MARKET FUND 851-PRINCIPAL FEDERATED MONEY MARKET FUND-INCOME FEDERATED MONEY MARKET FUND-INCOME FEDERATED MONEY MARKET FUND 851-PRINCIPAL UNITED STATES TREASURY -TAX REFUND FEDERATED MONEY MARKET FUND 851-PRINCIPAL FEDERATED MONEY MARKET FUN0.INCOME 9110/2009 -$70.00 -$8.81 -$170.00 -$15.00 -$2,528.39 -$1,225.00 -$7,350.00 -$15.00 $809.00 -$300.00 $335.01 -$83.38 •$110.83 ~R3.23 -$27.81 -$158.38 -$245.00 -$2,220.00 -$7.00 -$10,850.00 -$21,000.00 -$500.00 -5735,862.85 f398.475.71 $0.72 $27.75 $0.03 $19.58 $12.84 $379.97 $79.85 $0.09 $478.44 $0.85 $121.20 $1.83 $414.57 $125.78 $2.12 $439.14 az.oz $319.24 $1.99 $326.50 $300.98 $1.89 $2.28 $287.80 $194.85 $2.31 $1.91 $155.21 $1,833.00 $123.71 $1.56 f5,637.57 COMBINED BALANCE ON HAND f404 712 68 PROPOSED DISTRIBUTION TO BENEFICIARY PER LAST WILL AND TESTAMENT OF WALTER W. APGAR; DECEASED JUNE 12, 2008 Income Cash Principal Cash Less Reserves: Orrstown Bank fee (principal): Attorney fee: Filing fee: Investment Cost Basis $5,617.62 $430,845.06 Total Total Total Proposed Distribution Amount: Beneficfarv: Hugh Huntzinger 200 Coming Street Building B-301 Charleston, SC 29403 Gretchen Huntzinger 806 Linwood Avenue Collingswood, NJ 08108 Rita Lengel 825 Lee Lane Enola, PA 17025 Marilyn Hocker 31 Round Ridge Road Mechanicsburg, PA 17055 Susan Ervin Kings Run -Unit #403 401 E Atlantic Avenue Haddon Heights, NJ 08035 Kelly Myers 513 Joyce Road Camp Hill, PA 17011 $21,000.00 $10,850.00 $500.00 32 350.00 E404.112.88 Estimated Total Distribution $80,822.54 $80,822.54 $20,205.63 $60,616.90 $20,205.63 $20,205.63 Market Value 6/9/2008 $5,617.62 $430,845.06 Cqurtney Apgar $20,205.63 114 North 21st Street Camp Hill, PA 17011 Brandee Apgar $20,205.63 513 Joyce Road Camp Hill, PA 17011 Matthew Hocker $10,102.82 31 Round Ridge Road Mechanicsburg, PA 17055 Joel L Hocker $10,102.82 31 Round Ridge Road Mechanicsburg, PA 17055 Christian Life Assembly Church $20,205.63 2645 Lisburg Road Camp Hill, PA 17011 Crossfire Ministries $20,205.63 430-A Colonial Road Harrisburg, PA 17109 Celebration Community Church $20,205.63 303 Golf Club Avenue Dillsburg, PA 17019 Total 5404.112.68 PROOF OF PUBLICATION OF NOTICE IN CUMBERLAND LAW JOURNAL (Under Act No. 58'7, approved May 16, 1929), P. L.1784 COMMOiVWEALTH OF PENNSYLVANIA COUNTY OF CUMBERLAND ss. Lisa Marie Goyne, Esgatre, Editor of the Cumberland Law Journal, of the County and State aforesaid, being duly sworn, according to law, deposes and says that the Cumberland Law journal, a legal periodical published in the Borough of Carlisle in the County and State aforesaid, was established January 2, 1952, and designated by the local courts as the official legal periodical for the publication of all legal notices, and has, since January 2, 1952, been regularly issued weekly in the said County, and that the printed notice or publication attached hereto is exactly the same as was printed in the regulaz editions and issues of the said Cumberland Law Journal on the following dates, Affiant further deposes that he is authorized to verify this statement by the Cumberland Law journal, a legal periodical of general circulation, and that he is not interested in the subject. matter of the aforesaid notice or advertisement, and that alt allegations in the foregoing statements as to time, ,place and character of publication are true. ------ L' a Marie Coyne, ditor SW TO AND SUBSCRIBED before me this 25 day of July. 2U0$ APllm'~ W William a/k/a Walter W. Apgar, deed. ~'-~.L.C.~s'.~-zed/ ~..~..,~ Late of Upper AUen Township. Executor: t)rratotivn Sank c/o Notary Charles E. Shields, III, Esquire, b Clouser Rd., Mechanicsburg, PA 17055. Attorney: Charles E. Shields, III, Esquire, 6 Clouser Rd., Meehan- NoTAR1At SEJS icsburg, PA 1 T055, DEBORAH A CowNS Notary PubgC CARLISLE BORO. CUtdaERUWD COUNN My Comminion Expires Apr 2a, 2010 ... ,,. PROOF OF PUBLICATION State of Pennsylvania, County ofCumberland Erica Peterson. ,+~R,a Mana r of The Sentir~l, 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 ar-d State aforesaid, was established December 13N,1881, since which date THE SENTINEL has begirt 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): lulu 9.16. ?3.2008 COPY OF NOTICE OF PUBLICATION ~Ta.ww ~~R.awottr~waaur . ~~~'Mb InWOMdioMNI s~cbirirawa~~'E~~ .. M~olr~le~y,?~!M1,~_ i 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 23~ day of July 2008. Notary Pu lic My commission expires: Kowau sru aDMtAACANIp rwto,y n,~ Mr ~am111MpI8G~paatAat x,1009