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FIRST AND FINAL ACCOUNT OF DOROTHY M. HOSTETTER, EXECUTRIX
OF THE LAST WILL AND TESTAMENT OF MARGARET M. McMURRAY,
LATE OF 770 SOUTH HANOVER STREET, CARLISLI+;,
CUMBERLAND COUNTY, PENNSYLVANIA, DECEASED
DATE OF DEATH: LETTERS TESTAMENTARY ADVERTISED:
27-Feb-08 CUMBERLAND LAW JOURNAL
Oct. 31, Nov. 7 & 12, 2008
FILE NO.:
THE SENTINEL
21-08-0249 Oct. 27 and Nov. 3 & 10, 2008
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PRINCIPAL RECEIVED ~~~~ ~
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Accountant charges herself with the following principal amounts received: ~'~ `~~' ~ ._
Date n ~ c~ `~' `-
2008
27-Feb Balance in Personal Checking Account at PNC Bank on
Date of Death: 2,461.89
27-Feb PNC Investments Brokerage Account No. 2947-8324
J.J.B. Hilliard, W.L. Lyons, Inc. Brokerage
41.624 shares Artisan Mid Cap Value Fund C $18.32 762
55
1855.748 shares Blackrock Managed Inc. Svc C $10.10 .
18,743.05
296.522 shares Eton Vance Large Cap Value A ~ $21.80 6,464.18
146.205 shares Federated Equity Kaufmann Fund @ $5.75 840,68
16.110 shares Federated Equity Kaufmann Small Cap @ $23.21 373.91
286.453 shares Fidelity Adv VIII Div Intl Fund C $20.18 5,780.62
9.137 shares Franklin Small Cap. Value Fund A @$40.19 367
22
226.864 shares Growth Fund of America Inc CLF C $32.37 .
7,343.59
Sub-total: 40,675.80
27-Feb 3 Shares Fairpoint Communications, Inc.
At $10.63 value on date of death 31.89
27-Feb 202 Shares Verizon Communications, Inc
At $36.62 value on date of death 7,397.24
27-Feb The Alliance Development Fund, Inc.
CD # 1434 2,059.11
27-Feb 8 Shares Alcatel-Lucent at $6.35 value on date of death 50.80
Page 1
8-Apr Chapel Pointe at Carlisle -Credit 57.32
11-Apr Hoffman -Roth Funeral Home
Refund of Insurance in excess of funeral services 3,935.21
23-Apr United States Savings Bonds liquidated
(Includes accrued interest) 3,294.40
17-Jun United States Treasury -Economic Stimulus Check 300.00
19-Jun Proceeds of Life Insurance
Metropolitan Life Insurance Co. Certificate No. 134-OS-0146 3,500.00
TOTAL PRINCIPAL RECEIVED 63,763.66
INCOME RECEIVED
Accountant charges herself with the following income amounts received:
Date
2008
29-Feb Verizon -Pension Benefit for February 2008 491.95
25-Mar Long Term Care Insurance Payment for February 2008 1,200.00
29-Apr Alliance Development Fund -Direct Deposit of CD Interest 34.61
1-May Verizon -Dividend 86.86
27-May Loss on Sale of 3 Shares of Fairpoint Communications,
Inc . C $9.5771362 per share ($10.00 Sales Fee) (13..16)
4-Jun Gain Upon Liquidation:
PNC Investments Brokerage Account No. 2947-8324.
J.J.B. Hilliard, W.L. Lyons, Inc. Brokerage
Liquidation Proceeds $41,918.33 1,242.53
9-Jun The Alliance Development Fund, Inc.
CD # 1434 -- Interest from DOD to Liquidation 1.40
24-Jun Supplemental Income Distribution
PNC Investments Brokerage Account No. 2947-8324
J.J.B. Hilliard, W.L. Lyons, Inc. Brokerage 33.15
Page 2
1-Jul Verizon -Dividend 23.63
24-Jul Refund from Health Management Associates (HMA) 127.98
1-Aug Verizon -Dividend 86.86
3-Nov Verizon -Dividend 92.92
2009
22-Jan Verizon -Dividend 92.92
1-May Verizon -Dividend 92.92
20-May Loss on the sale of 202 Shares of Verizon Communications, Inc. (1,315.40)
2010
29-Mar Gain on sale of 8 Shares of Alcatel-Lucent at $8.00 per share 13.20
TOTAL INCOME RECEIVED 2,292.37
DISBURSEMENTS
Accoutant claims credit for the following amounts paid:
Date
2008
17-Mar Embarq -Final Telephone Bill 25 40
19-Mar Millennium Pharmacy Systems, Inc. 18.62
19-Mar Carlisle HMA Physicians Management 99.44
21-Mar Chapel Pointe at Carlisle -Grave marker and installation 815.00
25-Mar Alert Pharmancy Services, Inc. 14.00
1-Apr Verizon -Telephone Reimbursement and Insurance (333.56)
2-Apr Kinetic Imaging 8 47
7-Apr Spring Road Family Practice 12.36
14-Apr Belvedere Medical Corp. 24.56
Page 3
15-Apr Fairpoint Communications, Inc. -Refund (6.25)
15-Apr Embarq -Automatic payment of telephone bill 25.40
21-Apr Frey & Tiley -Reimburse for Probate Fee advanced 136
00
21-Apr Carlisle Borough Tax Account -Per Capita Tax .
4.90
24-Apr Check Printing Fee 16.99
2-May Moffit Heart -Vascular Group 13.68
7-May Embarq -Refund of Telephone charges (43.97)
28-May Mobile X-ray Imaging 21.42
13-Jun Refund from Kinetic Imaging (8 47)
13-Nov Register of Wills -Filing Fee for Inheritance Tax Return 15.00
13-Nov Register of Wills -Additional Probate Fee due 45.00
13-Nov Reserve for Advertising - To Frey & Tiley
$75.00 Cumberland Law Journal
$150.00 The Sentinel 225.00
13-Nov Dorothy M. Hostetter -Executor's Commission 2,815.78
13-Nov Frey & Tiley -Attorney's Fees 3,500.00
2009
8-May Register of Wills -Short Certificate 4.00
2010
30-Mar Register of Wills -Reserve to File Account 130.00
TOTAL DISBURSEMENTS 7,578 77
Page 4
F
RECAPITULATION
Total Principal Received 63,763.66
Total Income Received 2,292.37
Total Receipts 66,056.03
Less Total Disbursements 7,578 77
Balance for Distribution 58,477.26
PROPOSED
SCHEDULE OF DISTRIBUTION
1) Chapel Pointe at Carlisle
(Business name of The Alliance Home of Carlisle, PA, Inc.,
Formerly The Alliance Home of South Middleton Township,
Cumberland County, Pennsylvania)
770 South Hanover Street
Carlisle, Pennsylvania 17013
Will Paragraph Second:
Gift of Personal Property in apartment. Decedant previously
moved from apartment to nursing center, no personal property
to gift. Bequest lapses. 0 ~
Will Paragraph Third - (1/3) One Third of Residuary: 19,492.42
Partial Distribution November 14, 2008 15,000.00
Final Distribution March 30, 2010 4,492.42
Total Distributions This Beneficiary: 19,492.42
2) The Christian and Missionary Alliance
8595 Explorer Drive
Colorado Springs, Colorado 80920
Will Paragraph Third - (1/3) One Third of Residuary: 19,492.42
Partial Distribution November 14, 2008 15,000.00
Final Distribution March 30, 2010 .4,492.42
Total Distributions This Beneficiary: 19,492.42
Page 5
3) SEND International
P.O. Box 513
Farmington, Michigan 48332-0513
Will Paragraph Third - (1/3) One Third of Residuary: 19,492.42
Partial Distribution November 14, 2008 15,000.00
Final Distribution March 30, 2010 4,492.42
Total Distributions This Beneficiary: 19,492.42
TOTAL DISTRIBUTIONS: 58,477.26
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF CUMBERALND
SS.:
Before me, the undersigned officer, personally appeared Dorothy M. Hostetter,
Executrix of the Last Will and Testament of Margaret M. McMurray, Deceased, who, being duly sworn
according to law, desposes and says that the foregoing First and Final Account and Proposed Schedule
are true and correct to the best of his knowledge, information and belief.
?~~ , ~~~-~i~~C~
y M. Hostetter
Sworn to and subscribed before me
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this~oday of l~o~i~ apl0.
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DECEDENT'S ESTATE
COURT OF COMMON PLEAS OF
CUMBERLAND COUNTY, PENNSYLVANIA
ORPHAN'S COURT DIVISION
ESTATE OF MARGARET M. McMURRAY, DECEASED
No. 21-08-0249 ~,..~
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PETITION FOR ADJUDICATION/ ~"'-~ ~,-
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STATEMENT OF PROPOSED DISTRIBUTION ~ ~ `-~ ~'`' f
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PURSUANT TO Pa
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Rule 6
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This form may be used in all cases involving the Audit of the Account of a Decedent's
Estate. If space is insufficient, riders may be attached. Attach the spouse's election, if
any; the papers required under items 8-19 inclusive; and any instrument pertinent to the
adjudication.
INCL UDE ATTACHMENTS AT THE BACK OF THIS FORM
Name of Counsel: Stephen D. Tiley
Supreme Court I.D. No.: 32318
Name of Law Firm: Fret/ and Tilev
Address: 5 South Hanover Street Carlisle PA 17013
Telephone: 717-243-5838
Fax: 717-243-6441
Form OC-Ol rev. 10.13.06 Page 1 of 1
Estate of Margaret M. McMurray, Deceased
1. Name(s) and address(es) of Petitioner(s):
Name: DOrOthY M. Hostetter
Address: S Alliance Drive Apt 304
Carlisle. PA 17013
Identify any executors or administrators who have not joined in the Petition for
Adjudication and Statement of Proposed Distribution and state reason:
None
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.
2. Decedent died on February 27, 2008
X Letters Testamentary or Letters of Administration were granted to
Petitioner(s) on March 5.2008
Date of Will (if applicable):. June 22, 2005
Date(s) of Codicil(s) (if applicable): N/A
Date of probate (if different from date Letters granted): Same
Was a bond required? Yes X No If yes, state amount
Are proofs of advertising of the grant of Letters attached?........., X Yes No
Dates of advertising of the grant of Letters: The Sentinel: October 27 2008 and
November 3 & 10 2008 • Cumberland Law Journal: October 31 and November 7 & 12
2008.
Form OC-Ol rev. 10.13.06 Page 2 of 2
Estate of Margaret M. McMurray, Deceased
3. Was decedent survived by a spouse? .................................. Yes X No
If yes, name of the surviving spouse N/A
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:
N/A
5. In the case of 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 of Codicil(s)? ..................................................................... Yes X No
If yes, give names and dates of birth:
Name: Date of Birth:
N/A
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? ..............N/A..................... Yes No
Form OC-Ol rev. 10.13.06 Page 3 of 3
Estate of Margaret M. McMurray, 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. (Listed at item 9)
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 Addres of Each Partv in Interest Relationship and Comments if anv Interest
The Alliance Home of Carlisle. PA Inc No Relationship 1/3 Residuary
d/b/a Chapel Point at Carlisle
770 South Hanover Street
Carlisle. PA 17013
The Christian and Missionary Alliance No Relationship 1/3 Residuary
8595 Explorer Drive
Colorado Springs CO 80920
SEND International No Relationship 1/3 Residuary
P.O. Box 513
Farmington. MI 48332-0513
Form OC-Ol rev. 10.13.06 Page 4 of 4
Estate of Margaret M. McMurray, Deceased
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.
N/A
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),
N/A
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.
N/A
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 Will Claim
Admitted Be Paid in
Full
N/A
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.
N/A
Form OC-01 rev. 10.13.06 Page S of S
Estate of Margaret M. McMurray, Deceased
11. Was family exemption claimed? ................................. Yes X No
Was family exemption allowed? ..............N/A................... Yes No
Family exemption claimant's name and relationship:
N/A
Name:
elationship:
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
N/A $0 00 $0 00
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 X No
If yes, provide the name of the estate, indicate whether an account has been
filed and confirmed absolutely and all awards performed, or, in the alternative,
how the decedent's estate will be discharged for the decedent's fiduciary
administration of the estate.
N/A
14. A. Describe in detail any questions requiring adjudication and state the position of
the Petitioner(s) as to each question:
N/A
B. Has notice of the question requiring adjudication been given
to the parties identified in Paragraph 9 above?............ X 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.
N/A
Form OC-O1 rev. 10.13.06 Page 6 of 6
Estate of Margaret M. McMurray, 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.
N/A
17. A. List or attach a separate list of additional receipts and disbursement 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 Yes No
N/A
18. If a reserve is requested, state amount and purpose.
Amount: N/A
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? .............N/A.................. Yes No
N/A
If so, attach a copy of the notice. Describe in Account.
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
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:
Form OC-01 rev. 10.13.06 Page 7 of 7
Estate of Margaret M. McMurray, Deceased
A. Income:
Proposed Distribution(s) Amount/Proportion
The Alliance Home of Carlisle PA Inc. 1/3
d/b/a Chapel Point at Carlisle
770 South Hanover Street
Carlisle, PA 17013
The Christian and Missionary Alliance 1/3
8595 Explorer Drive
Colorado Springs CO 80920
SEND International 1/3
P.O. Box 513
Farmington, MI 48332-0513.
B . Principal:
Proposed Distribution(s) Amount/Proportion
The Alliance Home of Carlisle PA Inc. 1/3
d/b/a Chapel Point at Carlisle
770 South Hanover Street
Carlisle, PA 17013
The Christian and Missionary Alliance 1/3
8595 Explorer Drive
Colorado Springs CO 80920
SEND International 1/3
P.O. Box 513
Farmington, MI 48332-0513
Submitted By:
(All Petitioners must sign,
Add additional lines if necessary):
~~-~ r ~
Dorothy M. ostetter
Form OC-Ol rev. 10.13.06 Page 8 of 8
Estate of Margaret M. McMurray, Deceased
Verification of Petitioner
(Verification must be by at least one petitioner.)
The undersigned hereby verifies that she is Executrix of the above-named Estate
of Margaret M. McMurray 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).
~~,
Dorothy M. Hostetter
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.
._ ~~ L~'c
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Stephen . Tiley, Esquire
Form OC-01 rev. 10.13.06 Page 9 of 9
PROOF OF PUBLICATION OF NOTICE
IN CUMBERLAND LAW JOURNAL
(Under Act No. 587, approved May 16, 1.929), 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,
V1Z:
October 31 November 7 and November 14 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.
Marie Coyne, Edi
McMurray, Margaret M., deed.
Late of Carlisle Borough.
Executrix: Dorothy M. Hostetter
c/o Stephen D. Tiley, Esquire, 5
South Hanover Street, Carlisle, PA
17013.
Attorneys: Frey and Tiley.
SWOIO AND SUBSCRIBED before me this
14 day of November, 2008
Notary
NOTARIAL SEAL
DEBORAH A COLLINS
Notary Public
CARLISLE BORO, CUMBERLAND COUNN
My Commission Expires Apr 28, 2010
PROOF OF PUBLICATION
State of Pennsylvania, County of Cumberland
Erica Peterson, Classified Manager, of The Sentinel, of the County and State aforesaid,
being duly sworn, deposes and says that THE SENTINEL, a newspaper of eneral
circulation in the Borough of Carlisle, County and State aforesaid, was established
December 13,1881, 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):
October 27 & November 3 10 2008
COPY OF NOTICE OF PUBLICATION
EXE- t:UTRfX N n ~ Affiant further deposes that he/she is not
Letters Testamentary on the Estate of MARGARET M.
McMURRAY,Jate of the Carlisle Borough
Cumb
l
` interested in the subject matter of the
,
er
and
County, Pennsylvania, deceased, have been granted aforesaid notice or advertisement
and that
to the undersigned.
l ,
all allegations in the foregoing statement
A
l persons knowing themselves to be indebted to said
Estate will make payment immediately
and those
aS t0 time, place and character of
,
having claims will present them for settlement to: publication are true.
Dorothy M., Hostetter, Executrix
c% Stephen D. Tiley
5 South Hanover Street
Carlisle, Pennsylvania 17013 ~
Frey and Tiley
~ J
Attorney
'
Sworn to and subscribed before me this
Notary Pu is
My commission expires:
NOTARIAL SEAL
BONITA A CANUP
Notary Public
CART ISLE BOROUGH, CUMBERLAND COUNTY
My Commission Exp(res Jun 8, 2009