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HomeMy WebLinkAbout07-14-10~' ~~3, Iq~ •~~ DECEDENT'S ESTATE ~ COURT OF COMMON PLEAS OF _ _ ~; CUMBERLAND COUNTY, PENNSYLVANIA ~ t-- r ~} i. ORPHANS' COURT DIVISION ~ n r-- `~-+ ,-,, rn ~ ~ ~~ ~ ~ `~ Helen K. Gamber ESTATE OF , DECEASED..,'=~+ ~ ~.~ C~ No. 21-07-0924 PETITION FOR ADJUDICATION / STATEMENT OF PROPOSED DISTRIBUTION PURSUANT TO Pa. O.C. Rule 6.9 This form may be used in all cases involving the Audit of the Account of a Decedentl's Estate. If space is insufficient, riders may be attached. Attach thee. spouse's election, if any; the papers required under items 8-19 inclusive; and any instrument pertinent to the adjudicatidr~. INCL UDE ATTACHMENTS AT THE BACK OF THIS FORM. Name of Counsel: Richard C. Snelbaker Supreme Court I.D. No.: 6355 Name of Law Firm: Snelbaker & Brenneman P.C. Address: 44 West Main Street, Mechanicsburg, PA 17055 Telephone: 717-697-8528 Fax: 717-697-7681 Form OC-0! rev. 10.13.06 Page 1 of 10 Estate of Helen K. Gamber .,Deceased 1. Name(s) and address(es) of Petitioner(s): Namer Scott H. Gamber Address.• 398 Valley Road New Canaan, CT 06840 Identify any executors or administrators who have not joined in the Petition fdr Adjudication and Statement of Proposed Distribution and state reason: None Is this the first accounting by this fiduciary? ..................... (,~ ~d'es 0 No If not, identify prior accountings, the accounting periods covered, and the Nate of adjudication of the prior accounting. 2. Decedent died on September 18, 2007 Letters Testamentary or Letters of Administration were granted to Petitipner(s) on October 12 2007 Date of Will (rf applicable): November 6, 1986 Date(s) of Codicil(s) (if applicable): N/A Date of probate (if different from date Letters granted): October 12, 200 Was a bond required? ~I'es ~ No If yes, state amount: Are proofs of advertising of the grant of Letters attached? ......... ~ Yes ~ No Dates of advertising of the grant of Letters: Cumberland Law Journal , O~tober 26, November 2, 9, 2007 & Patriot-News, October 24, 31, November 7, X007 Fa,m oc-or .~. ~o.ls.o6 Page 2 of 10 Estate of Helen K. Gamber ,Deceased 3. Was decedent survived by a spouse? ............................. ^11'es ^ No If yes, name of the surviving spouse: 4. Has the surviving spouse filed to take an elective share? ............. ^1Yes ^ No (See Section 2201 et se . 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)? ........... ^ 1Yes ^ No Were any children born to decedent after execution of Will or Codicil(s)? ........................................... ~ Yes ®No If yes, give names and dates of birth: Name: Date of Birth: ~~ 7. If required by the Medical Assistance Estate Recovery Act, 62 P.S. § 1412, was a request for a statement of claim sent to the Department of Public Welfare? .............................. [!Yes ^ No Form OC-01 rev. !o. ~s.o6 Page 3 of 10 Estate of Helen K. Gamber ,Deceased 8. Written notice of the Audit as required by Pa. O.C. Rules 6.3, 6.7 and 6.8 has ~een or will be given to all parties in interest listed in item 9 below, all unpaid creditors and ail 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 o~'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 thej names and addresses of the parties receiving such Notice shall be submitted at thd, 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 vlrill also be given to the Attorney General as required under Pa. O.C. Rule 5.5. Injaddition, the Attorney General's clearance certificate (or proof of service of Noticejand 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/haW~ notice or knowledge, having or claiming any interest in the estate as beneficiaries underr the Will or Codicil(s) or as intestate heirs if there is a complete or partial intestacy: Form OC-01 rev. 10.13.06 ' Page 4 Of 10 A. State each party's relationship to the decedent and the nature of each party's interest(s): Estate of Helen K. Gamber Deceased B. Identify each party who is not sui juris (e.g., minors or incapacitated piersons}. 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 b~e~ 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 deceasgd party, state date of death, date and place of grant of Letters and type of Letters granted. N/A Form OC-O/ rev. 10.13.06 Page S Of 1 O Estate of Helen K. Gamber 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 ~ Will Claim Admitted? ', Be Paid /n Full? None Yes Yes ©No No DYes Yes ~No No Yes Yes ONo 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. i 11. Was family exemption claimed? ................................ ~,~Yes ~No Was family exemption allowed? ................................ (~~!Yes ~No Family exemption claimant's name and relationship: Name; Relationship: Form OC-01 rev. 10.13.06 'Page C) Of I O Estate of Helen K. Gamber 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 a5 follows: Date Payment Interest 12/18/2007 6/ 17/2008 13,000.00 128.60 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? ................... ~ des ~ No If yes, provide the name of the estate, indicate whether an account has beenn 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: N/A 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. Form OC-01 rev. 10. /3.06 Page 7 of 10 Estate of Helen K. Gamber Deceased 16. Had the decedent been adjudicated an incapacitated person? .......... ~ ~I'es ~ No If yes, attach a copy of the Order if available; otherwise state the Court, temp, 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. None B. Has notice of the additional receipts and disbursements been given to the parties identified in Paragraph 9 above? ............. ~~Ies ~ No 18. If a reserve is requested, state amount and purpose. Amount.• 2''~~~'~~ rurpose.• For filing fees, accountant fees and other miscellaneous costs assodiated with the administration of the Decedent's estate. 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. [~~es ®No If so, attach a copy of the notice. 19. Is the Court being asked to direct the filing of a Schedule of Distribution? .......................... ties ®No As to real estate only? ........................................ [!Yes ~No Form OC-01 rev. 10.13.06 Page 8 of 10 Estate of Helen K. Gamber Deceased Wherefore, your Petitioner(s) ask(s) that distribution be awarded to the parties'I 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) Amount/Proportion See Accounting B. Principal: Proposed Distributee(s) See Accounting Amount/Proporrion Submitted By: (All petitioners must sign. Add additional lines if necessary). Name of ott H. Gamber Name of Petitioner: Form OC-01 rev. 10.13.06 Page 9 of 10 Estate of Helen K. Gamber Verification of Petitioner (Verification must be by at least one petitioner.) Deceased The undersigned hereby verifies * [that heishe he is nrre Executor of the above-named name ofcorporatron Estate of Helen K. Gamber and] that thtr facts set forth in the foregoing Petition for Adjudication /Statement of Proposed Distribution `Ivhich 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). * 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 Pe{ition authorized by the Supreme Court, and that no changes to the form have been made beyond the responses herein. n Signature of Counsel for Petitioner Form OC-01 rev. /0.13.06 Page 10 of 10 __ _ _ _ _ _ __ - ,_, _ ~' 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 bounty 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 Cazlisle in the County and 5t~te 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, begin regulazly 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 26 November 2, and November 9. 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 it the subject matter of the aforesaid notice or advertisement, and that all allegations in the foregoring statements as to time, place and character of publication are true. r----~--~"' Lis Marie Coyne, E ' or SWORN TO AND SUBSCRIBED before me this 9 day of November, 2007 _ Gamber, Helen K., deed. Late of Lowef Allen Township. Executor: Scott H. Gamber, 398 Valley Road, New Canaan, CT 06840. Attorneys: Snelbaker & Bren- neman, P.C., 44 West Main Street, P.O. Box 318, Mechanicsburg, PA 17055-0318. ~~, .~.a..~_-~.~, NOiARWI SEAL o~Bq~RAN A ca.uNs Wotary Public CARLISLE BtDR10, CUMBERLAND COUNTY MY Com Explrea Apr 28, 2010 The Patriot-News Co. ' -_ 812 Market St. e ~ ~0 ~ ews Harrisburg, PA 17101 NOW y0U knOW Inquiries - 717-255-8237 SNELBAKER, BRENNEMAN & SPARE, P.C. 44 WEST MAIN STREET P.O. BOX 318 MECHANICSBURG PA 17055 THE PATRIOT NEWS THE SUNDAY PATRIOT NEWS Proof of Publication Under Act No. 587, Approved May 16, 1929 Commonwealth of Pennsylvania, County of Dauphin} ss Shannon D. Billhime, being duly sworn according to law, deposes and says: That she is a Staff Accountant of The Patriot News Co., a corporation organized and existing unper the laws of the Commonwealth of Pennsylvania, with its principal office and place of business at 812 to 818 Market Strejet, in the City of Harrisburg, County of Dauphin, State of Pennsylvania, owner and publisher of The Patriot-News and Thy Sunday Patriot-News newspapers of general circulation, printed and published at 812 to 818 Market Street, in the City, Countyi and State aforesaid; that The Patriot-News and The Sunday Patriot-News were established March 4th, 1854, and September 18th, 1949, respectively, and all-have been continuously published ever since; That the printed notice or publication which is securely attached hereto is exactly as printed and published in their regular daily and/or Sunday/ Metro editions which appeared on the date(s) indicated below. That neither she nod said Company is interested in the subject matter of said printed notice or advertising, and that all of the allegations of this $tatement as to the time, place and character of publication are true; and 'That she has personal knowledge of the facts aforesaid and is duly authorized and empowered tp verify this statement on behalf of The Patriot-News Co. aforesaid by virtue and pursuant to a resolution unanimously passed and'i adopted severally by the stockholders and board of directors of the said Company and subsequently duly recorded in the office fot the Recording of Deeds in and for said County of Dauphin in Miscellaneous Book "M", Volume 14, Page 317. PUBLICATION COPY This ad # 0001764229 ran on the dates shown below: October 24, 2007 CUTQR'$110TfCE Letters Ihi.~ttrdeor ~ October 31, 2007 ~lelen K, w7e ~ tl~e rowneHib --~tanscfiime.r,an,d November O7, 2007 a~fy~, F '~ (a, have beMi ~ranf - All ~ `}Cflb'Yylflp ThllnfelVlf l0 bl.. ndeb4id tosold Es/ale will make aav - . . . . . . . . . . . . . . . . . . . . . . neat lmmedfchelr, and those havlnp :Idilnfi~+vlllo[esdnt tl»m for settlemenf e: k.ee _ ~ Sworn to and sub ri ed before me this 08 day of November, 2007 A.D. Ne~rte...., cr MatM R ~wREMM6MAN. PO;, 3U p" ~• ~. Notary Public COMMONWEALTH OF PENNSYLVANIA ~~ MY Curnmi~ E>~k~es ,lone ?,2008 ~~-. PerlMytvlNtb Msaolr,tlon of Notaries COMMONWEALTH OF PENNSYLVANUI DEPARTMENT OF PUBLIC WELFARE BUREAU OF FINANCIAL OPERATIONS DIVISION OF THIRD PARTY LL461LITY ESTATE RECOVERY PROGRAM PO BOX 8486 HARRISBURG, PA 17105-8486 September 3, 200$ SNELBAKER & BRENNEMAN PC RICHARD C SNELBAKER ESQUIRE 49 W MAIN ST MECHANICSBURG PA 17055 Re: HELEN K GAMBER SSN: 202-18-7394 Dear Attorney Snelbaker: Pursuant to your letter dated August 13, 2007, the Department of Public Welfare (DPW), Estate Recovery Program, has reviewed the information you provided regarding the above-referenced individual. It has been determined that this individual did not receive any type of assistance during the questioned period. Therefore, according to the information you provided, the Depar~Gment's Estate Recovery Program will not seek any recovery from this estate. If your client applied for Medical Assistance and had an application and/or tearing pending at the time of death, please advise us and provide any additional information that may affect a recovery by our Department. If you have any questions, please feel free to contact me. Sincerely, ~ } '. .rt,~t.G~. Carole A. Procope Recovery Section Manager (717)772-6604 SNEL.BAKER ~ BRENNEMAN, P.C. A PROFESSIONAL CORPORATION ATTORNEYS AT LAW 44 V7EST MAIN STREET MECHANICSBURG. PENNSYLVANIA 17055 Rlcw+xn c. sNE.LBAxER KEITH O. BRENNEMAN 717-697-8528 P. O. SOX 318 FACSIMILE (717) 697-7681 July 14, 2010 TO: Sandra L. Stover Certified Mail No. 50 Western Road [7007 2680 0000 2363 1546] Dillsburg, PA 17019 Richard P. Camber Certified Mail No. 4609 East Voltaire Avenue [7007 2680 0000 2363 11553] Phoenix, AZ 85032 Julia Christine McEvoy Nelson Certified Mail Nb. 514A Gristmill Road [7007 2680 0000 2363 1560] Ephrata, PA 17522 Todd Matthew McEvoy 6436 Fir Road Allentown, PA 18104 Certified Mail Nn. [7007 2680 0000 2363 1577] Scott H. Camber 398 Valley Road New Canaan, CT 06840 Re: Estate of Helen K. Camber, Deceased Estate No. 21-07-0924 NOTICE TO PARTIES IN INTEREST The undersigned, as Attorney for Scott H. Camber, the Executor of the Estate and under the Last Will and Testament of Helen K. Camber, Deceased, hereby gives notice to each of the abo~te named persons pursuant to Rule 6.3 of the Pennsylvania Supreme '..Court Orphans' Court rules as follows: 1. He has filed this date in the office of the Clerk of Orphans' Court and Register of Wills of Cumberland County, Pennsylvania, at Carlisle, PA, the First and Final Account of his administration as such Executor, together with an Inventory and Statement of Proposed Distribution, true copies of which are enclosed herewith. 2. Said Account and Statement will be presented to a judge of the Orphans' Court Division of the Cumberland County Court of Common Pleas at the Cumberland County Court House, 1 Court House Square, Carlisle, PA 17013, on August 24, 2010 at 9:00 o'clock A.M., prevailing time, at which time said Account will be confirmed and distribution ordered in accordance with said Statement of Proposed Distribution unless written objections are filed prior thereto. SNELBAKER ~3 BRENNEMAN, P.C. Estate of Helen K. Gamber July 14, 2010 Page 2 3. You have the right to file written objections to said Account and Statement prior to the confirmation as scheduled above. V truly yours, Richard C. Snelbaker RCS:sks Enclosures rr IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PA. ORPHANS' COURT DIVISION FILE NO: 21-07-0924 FIRST AND FINAL ACCOUNT OF Scott H. Gamber, Executor For ESTATE OF HELEN K. GAMBER LAW OFFICES SNELBAKER & BRENNEMAN, P.C. Sociat Security #: Tax ID #: Date of Death: Date of Incapacity, if any: Date of Executor Appointment: Date of First Complete Advertisement: Accounting for the period: 202-18-7394 26-6067971 September 18, 2007 None October 12, 2007 October 24, 2007 September 18, 2007 to May 31, 2010 Purpose of Account: Scott H. Gamber, Executor offers this Account to acquaint interested parties with the transactions that have occurred during his Administration. It is important that the Account be carefully examined. Requests for additional information, questions or objections can be discussed with: Richard C. Snelbaker Snelbaker & Brenneman, P.C. 44 West Main Street Mechanicsburg, PA 17055 Phone #: 717-697-8528 Supreme Court I.D. No: 06355 Page 1 n ~ CJ c` ~7 ; f ` '' -- ~ } i Ea.) t" M ~ r ~ C:- , ,. r ~ t r ' Q© ~ LL ~ ~ 7 'rp ~ ~. f - Y'! :p' ~„ ~..rj C Ql ~' LAw o~ic~s SNELBAKER EC BRENNEMAN, P.C. SUMMARY OF ACCOUNT PRINCIPAL PAGE Receipts 3 Net Gain on Sales or Disposition 3 Less Disbursements: Debts of Decedent 3 Funeral Expenses 3 Administration Expenses 3 & 4 Family Exemption 4 Federal, State & Local Taxes 4 Fees and Commissions 4 Balance before Distributions Distributions to Beneficiaries 4 Principal Balance on Hand For Information: Investments Made 5 Changes in Holdings 5 INCOME Receipts 5 Less Disbursements 5 Balance before Distributions Distributions to Beneficiaries 5 Income Balance on Hand COMBINED BALANCE ON HAND Listing of Unpaid Creditors and Persons 6 Interest in the Distribution of the Estate Statement of Proposed Distribution 7 Affidavit /Verification 8 Page 2 $233,619.93 -36, 597.06 $ 197,022.87 $ 5,557.52 1,180.50' 25,252.90' 0.00' 13,476.40' 4,500.001 49,967.32 $ 147,055.55 0.00 ' $ 147,055.55 $ 211.04 0.00 $ 211.04 0.00 $ 211.04 $ 147,266.59 PRINCIPAL RECEIPTS Assets Listed on Inventory per copy of attached: (Valued as of Date of Death) ADJUSTMENTS TO INVENTORY NONE $212,985.72 0.00 SUBSEQUENT RECEIPTS 12/14/2007 Scott H. Gamber, loan to the estate 20,000.00 10/7/2008 Commonwealth of Pennsylvania, refund on Inheritance Tax 34.21 1/15/2010 United States Treasury, adjustment on 2007 Final Individual 600.00 Income Tax Return TOTAL PRINCIPAL RECEIPTS $233,619.93 PRINCIPAL GAINS OR LOSSES ON SALES OR OTHER DISPOSITIQI~S GAIN LOSS 2/2/2010 MorganStanley/Smith Barney, investment account #309-22407-169-587 Net proceeds 152,426.48 Date of Death Value 187,960.46 $ 35,533.98 5/20/2010 Prudential Financial, 33 shares common stock Net proceeds 2,004.27 Date of Death Value 3,067.35 1,063.08 TOTAL GAINS AND LOSSES LESS LOSS NET GAIN/LOSS TRANSFERRED TO SUMMARY DISBURSEMENTS OF PRINCIPAL ~,nw o~icEs SNE~BAKER 8C BRENNEMAN, P.C. DEBTS OF DECEDENT 12/14/2007 Bethany Skilled Nursing, medical services 12/14/2007 Millennium Pharmacy Systems, Inc., medical services FUNERAL EXPENSES 2/6/2008 Malpezzi Funeral Home, Inc., funeral services ADMINISTRATION EXPENSES 6/5/2008 Hartman &Scheuchenzuber, preparation of 2007 Income Tax Returns 6/5/2008 Register of Wills, filing fee for Inheritance Tax Return 6/23/2008 Register of Wills, additional probate fee 6/17/2009 Hartman &Scheuchenzuber, preparation of 2008 Fiduciary Income Tax Returns 1/15/2010 Hartman &Scheuchenzuber, preparation of 2009 Fiduciary Income Tax Returns 4!8/2010 Scott Gamber, repay loan made to estate Page 3 $ - $ 36,597.06 0.00 $ (36,597.06) $ 5,414.25 143.27 $ 5,557.52 $ 1,180.50 ' $ 1,180.50 $ 890.00 15.00 50.00 920.00 845.00 20,000.00 _~~_ DISBURSEMENTS OF PRINCIPAL -CONTINUED ~... Snelbaker & Brenneman, P.C., costs advanced: 532.90' a. Register of Wills, probate fee 290.00 b. Cumberland Law Journal, advertise 75.00 Executor Notice c. Patriot-News, advertise Executor 147.90 Notice d. Register of Wills, short certificates 20.00 Reserve for filing fees, accountant fees and other 2,000.00' miscellaneous costs associated with the administration of Decedent's estate $ 25,252.90 FAMILY EXEMPTION NONE FEDERAL. STATE & LOCAL TAXES 12/14/2007 Register of Wills, Agent, estimated Inheritance Tax 6/5/2008 Pennsylvania Department of Revenue, 2007 Final Individual Income Tax 6/5/2008 Register of Wills, Agent, Inheritance Tax 12/14/2009 Pennsylvania Department of Revenue, 2008 Fiduciary Income Tax 1/15/2010 Pennsylvania Department of Revenue, 2009 Fiduciary Income Tax 2/2/2010 Pennsylvania Department of Revenue, 2008 Fiduciary Income Tax, interest and penalties 0.00 $ 13,000.00 154.00' 128.60'. 102.00 61.00 30.80 $ 13,476.40 FEES AND COMMISSIONS The following items are to be paid upon confirmation of Accounting: "'" Snelbaker & Brenneman, P.C., attorney services $ 4,500.00 $ 4,500.00 TOTAL DISBURSEMENTS OF PRINCIPAL ' $ 49,967.32 DISTRIBUTIONS OF PRINCIPAL TO BENEFICIARIES .... The following items are to be paid upon confirmation of Accounting 0.00 Lnw or~icEs SNELBAKER & BRENNEMAN, P.C. NONE Page 4 PRINCIPAL BALANCE ON HAND FIDUCIARY VALUE AT ACQUISITION 5/31/2010 .VALUE Investment Accounts Citigroup SmithBamey, Investment #309-22407-16-587 O.QO 187,960.46 Common Stocks Prudential Financial, 33 shares common stock 0.00 3,067.35 Cash 154,299.49 21,957.91 *** Less expenses to be paid subsequent to -7,032.90' confirmation of First and Final Account as listed on page four of accounting TOTAL PRINCIPAL BALANCE ON HAND INFORMATION SCHEDULES PRINCIPAL INVESTMENTS MADE NONE $ 147,266.59 ~ $ 212,985.72 CHANGES IN PRINCIPAL HOLDINGS NONE RECEIPTS OF INCOME 12/4/2009 Americhoice Federal Credit Union, savings & checking interest from 9/18/07 to 12/4/09 5/10/2010 Prudential Financial, dividends from 1/24/08 to 5/110/10 5/31/2010 Orrstown Bank, estate checking account, interest 3/2/08 to 5/31/10 TOTAL RECEIPTS OF INCOME DISBURSEMENTS OF INCOME NONE DISBURSEMENTS OF INCOME TO BENEFICIARIES Law or~icEs SNELBAKER & BRENNEMAN, P.C. NONE $ 96.64 80.19 34.21 $ 211.04 0.00 0.00 Page 5 * UNPAID CREDITORS: NONE "* PERSONS INTERESTED IN DISTRIBUTION OF ESTATE: 1. Sandra L. Stover 50 Western Road Dillsburg, PA 17019 2. Scott H. Gamber 398 Valley Road New Canaan, CT 06840 3. Richard P. Gamber 4609 East Voltaire Avenue Phoenix, AZ 85032 4. Julia Christine McEvoy Nelson 514A Gristmill Road Ephrata, PA 17522 5. Todd Matthew McEvoy 6436 Fir Road Allentown, PA 18104 LAW OFFICES SNELBAKER & BRENNEMAN, P.C. Page 6 Lnw o~icEs SNELBAKER 8f BRENNEMAN, P.C. PROPOSED DISTRIBUTION TO BENEFICIARIES Scott H. Gamber, Executor and Accountant herein, proposes to distribute the balance of the Estate of Helen K. Gamber, Deceased, to wit: $147,266.59 in accordance with the Last Will and Testament of said Decedent as follows: 1. Sandra L. Stover 1/3 of residue as per Item 2A of Will 2. Scott H. Gamber 1/3 of residue as per Item 2B of Will 3. Richard P. Gamber 1/6 of residue as per Item 2C of Will 4. Julia Christine McEvoy Nelson 1/12 of residue as per Item 2D of Will 5. Todd Matthew McEvoy 1/12 of residue as per Item 2E of Will TOTAL DISTRIBUTION: $ 49,088.86 $ 49,088.86 $ 24,544.43 $ 12,272.22 $ 12,272.22 $ 147,266.59 Page 7 ~ _ AFFIDAVIT /VERIFICATION SCOTT H. GAMBER, Executor under the Last Will and Testament of HELEN K. GAMBER, Deceased hereby declares under oath that he has fully and faithfully discharged the duties of his office; that the foregoing First and Final Account is true grid correct and fully discloses all significant transactions occurring during the accounting period; t-~at all known claims against the Estate have been paid in full; to his knowledge, there are no! claims outstanding against the Estate; that all taxes presently due from the Estate have be~n',paid; and that the grant of Letters Testamentary and the first complete advertisement thereof ac~urred more than four months before the filing of the foregoing First and final Account. This statement is made subject to penalties o~18 pa.~C.S.A. relating to unsworn falsification to authorities. Dated: ~-. C g '~ O I D Subscribed and sworn to by SCQTT H. GAMBER before me this -~ day of~~~ , 2010 ry Public .JEIINNUE Ci. BEN80N ~Nttr vueuc, SIIb M qtr Yak ND.OiDSS016113 Oonnn,iMlon E~ire.YAup~~1'"" Zv.3 LAW or~ICEs SNELBAKER & BRENNEMAN, P.C. Page 8