HomeMy WebLinkAbout07-16-00~~~~.J,~~~~C}~ 77
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IN THE COURT OF COMMON PLEAS
CUMBERLAND COUNTY, PENNSYLVANIA
Orphans Court Division
IN RE:
ESTATE OF WADE L. GRAMLING, ESTATE N0.2109-0641
Deceased
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 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.
INCLUDE ATTACHMENTS AT THE BACK OF THIS FORM.
Name of Counsel: Thomas L. Wenger, Esquire ~
Supreme Court I.D. No.: 15489 ° ~ ° ~'
Name of Law Firm:
Address: Wix, Wenger & Weidner
508 North Second Street rn ~~..
-
~-~~:
P.O. Box 845
° °' ~~
~
-
Harrisburg, PA 17108-0845 ~ Z r,
~ _
Telephone: (717) 234-4182 ~'
ap
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Fax: (717) 234-4224 ~ ,~• ~~''
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1. Name and address of Petitioner:
Name: Teri S. White
Executor of fhe Estate of Wade L. Gramling
Address: 16 Greenway Drive
Mechanicsburg, PA 17055
Identify any executors or administrators who have not joined in the Petition for
Adjudication and Statement of Proposed Distribution and Account and state
reason:
None
Is this the first account by this fiduciary? .............................[XX] Yes [ ] No
1
,~ r
If not, identify prior accountings, the accounting periods covered, and the date of
Adjudication of the prior accounting.
None
2. Decedent died on June 10, 2009.
[XX] Letters Testamentary were granted to Petitioner on July 13, 2009.
Date of Will (if applicable): August 4, 1995
Date(s) of Codicil(s) (if applicable): None
Date of probate (if different from date Letters granted): Same
Was a bond required? ......................................................[ ]Yes [XX] No
If yes, state amount: N/A
Are proofs of advertising of the grant of Letters attached? [XX] Yes [ ] No
Dates of advertising of the grant of Letters:
The Sentinel: July 28, 2009;
August 4, 2009; and
August 11, 2009
Cumberland Law Journal: July 24, 2009;
July 31, 2009; and
Augusf 7, 2009
3. Was decedent survived by a spouse ..........................[ ]Yes [XX]~ No
If yes, name the surviving spouse: not applicable
4. Has the surviving spouse filed to take an elective share?.....[ ]Yes [ ] No
(See Section 2201 et seq. of the Probate, Estate and Fiduciaries Code)
Not applicable
If yes, date of election: Not applicable
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):
None
2
6. Did decedent many after execution of Will or Codicil(s)?...[ ]Yes [XX] No
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 Welfare? .........................................................................[XX] Yes [ ] No
8. Written notice of the Audit as required by Pa.O.C. Rules 6.3, 6.7 and t;.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.
[XX] 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
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 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 be given to the Attorney General as required
under Pa.O.C. Rule 5.5. In addition, the Attomey General's
clearance certificate (or proof of service of Notice and copy of such
Notice) must be submitted herewith or at the Audit.
9. List all parties (charitable and non-charitable) of whom Petitioner 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):
Teri S. White (Decedent's daughter) - 50% residual interest
Mark W. Gramling (Decedent's son) - 50% residual interest
B. Identify each party who is not sui juris (e.g., minors or incapacitated
persons). For each such party, give date of birth, the name of each
Guardian and how each Guardian was appointed. If no Guardian has
been appointed, identify the next of kin of such party, giving the name,
address and relationship of each.
Not applicable
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).
Not applicable
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.
Nof applicable
10. Other that 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.
None
11. Was family exemption claimed? ...........................................[ ]Yes [XX] No
Was family exemption allowed? ............................................[ ]Yes [ ] No
Family exemption claimants name and relationship:
Not applicable
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 Pavment
9/8/2009 $45,000.00
3/10/2010 8, 776.20
Interest
net value of fhe Estate
net value of the Estate
4
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 [XX] No
If yes, provide the name of the estate, indicates 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.
Not applicable
14. A. Describe in detail any questions requiring adjudication and state the
position of the Petitioner(s) as to each question:
None
B. Has notice of the question requiring adjudication been
given to the parties identified in Paragraph 9 above?..[ ]Yes [ ] No
Not applicable
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.
Petitioner has no knowledge of fhe same.
16. Had the decedent been adjudicated an incapacitated
person? ............................................................................ [ ]Yes [XX] No
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? ...................................................................[ ]Yes [ ] No
Not applicable
18. If a reserve is requested, state amount and purpose:
Amount: $50,000.00
5
Purpose: $10,000.00 for paymenf fo Wix, Wenger & Weidner
for remaining balance of fee
$40,000.00 fo cover remaining costs associated with
ding frrst and final account (ling fee,
service costs), preparation of income
taxes for 2010 and paymenf of taxes (if
any)
The balance of the unused reserve shall
be distributed to the heirs pro rata at the
completion of al! estate administration.
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?
[XX] Yes [ ] No. If so, attach a copy of the notice.
Notice is included in the First and Final Account on Page 9
19. Is the Court being asked to direct the filing
of a Schedule of Distribution? .......................................[ ]Yes [XX] No
As to the real estate only? ..............................................[ ]Yes [XX] No
6
_~ - --
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. Terri S. White - 50% of the residuary estate
B. Mark W. Gramling - 50 % of the residuary estate
Submitted by:
ESTATE OF WADE L. GRAMLING
y.
Teri S. hite, Executor
(All petitioners must sign. Add additional lines if necessary)
7
Verification of Petitioner
(Verification must be by al least one petitioner.)
The undersigned hereby verifies that she is the Executor of the Estate of Wade L.
Gramling; 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 to
subject to the penalties of 18 Pa.C.S. §49 ting to uryswom falsification to
authorities).
Teri S. hite, Executor
8
Certificate of Counsel
The undersigned counsel hereby certifies that the foregoing Petition for
Adjudication/Statement of Proposed Distribution is a true and accurate reprodluction of
the form Petition authorized by the Supreme Court, and that no changes to the form
have been made beyond the responses herein. ,,,
WIX, WAGER 8~ WEI
Th mas L. Wenger Es~uir
Su reme Court ID No. 154
508 North Second Street
P.O. Box 845
Harrisburg, PA 17108-0845
(717) 234-4182
9
~~~ ! ~-~
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 general
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 SENTIlVEL on the following day(s):
Tuly 28, 2009, August 4, 2009 and August 11, 2009
COPY OF NOTICE OF PUBLICATION
Affiant further deposesthat 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
p blication ar true.
Sworn to and subscribed before me this
~a~~ a~~~.~~~
Notary Public
My commission expires:
COMM NW QF PENN5YLyA,y~r,
_ $$~
~k~~~NDf~F 11
IAMBI ANN HEC , No{ary PuWie I
Cerrip HiN Boro., Cab COUnIy
NM Ccamm~~sio~n Expires Jerry ?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 leg~.l
periodical for the publication of all legal notices, and has, since January 2, 1952, been regularly
issued weekly in the said County, and that the printed notice or publication attached hereto is
exactly the same as was printed in the regular editions and issues of the said Cumberland Law
Journal on the following dates,
viz:
July 24, July 31, and August 7, 2009
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 foregoirpg
statements as to time, place and character of publication are true.
Marie Coyne,
SWOZtN TO AND SUBSCRIBED before me this
7 day of August, 2009
n
Notary
Oramlin~, Wade L., deed.
Late of the Township of Lower Al-
len.
Executor. Teri s. White, 16 Cxreen-
way Drive, Mechanicsburg, PA
17055.
Attorneys: Thomas L. Wenger,
Esquire, Wix, Wenger 8c Weidner,
508 North Second street, P.O. Box
845, Harrisburg, PA 17108-0845,
(717) 234-4182.
NOTARWL SEAL
DEBORAH A COLLINS
CARLISLE BO O t U BERILAND COUNTY
My Commisston Expires App 2g, 2010
IN THE COURT OF COMMON PLEAS
CUMBERLAND COUNTY, PENNSYLVANIA
Orphans Court Division
IN RE:
ESTATE OF WADE L. GRAMLING, ESTATE NO. 2109-0641
Deceased
NOTICE
Notice is hereby given to all persons interested that Teri S. White, Executor of
the Estate of Wade L. Gramling, late of Lower Allen Township, Cumberland County,
Pennsylvania, deceased, has filed a First and Final Account of said Estate, together
with a statement proposed distribution of the balances shown by such account, in the
offices of the Register of Wills and the Clerk of the Orphans' Court of said County,
which account and statement will be presented to said Court on August 24, 2010 at 9:30
a.m. in Courtroom #1, when the same will be confirmed and approved and a decree of
final distribution as proposed will be made, unless written exceptions thereto are filed
prior to said confirmation.
WIX, WENGER & WEIDNER
r
y: 3
homas L. enger, E quire
Supreme Court ID No. 15489
508 North Second Street
P.O. Box 845
Harrisburg, PA 17108-0845
(717) 234-4182
Attorney for Teri S. White, Executor
IN THE COURT OF COMMON PLEAS
CUMBERLAND COUNTY, PENNSYLVANIA
Orphans Court Division
IN RE:
ESTATE OF WADE L. GRAMLING, ESTATE N0.2109-0641
Deceased :
CERTIFICATE OF SERVICE
I hereby certify that the foregoing Petition for Adjudication/Statement of Proposed
Distribution Pursuant to Pa. O.C. Rule 6.9 and Notice was served via United States first-
class mail, postage prepaid, and/or hand delivered this day to the following:
Teri S. White
16 Greenway Drive
Mechanicsburg, PA 17055
Mr. Mark W. Gramling
201 Modena Drive
Cary, NC 27513
WIX, WENGER 8~ WEIDNER
4
By: 3
Thomas L. Wenger, E uire
508 North Second Street
P.O. Box 845
Harrisburg, PA 17108-0845
(717) 234-4182
Dated: January 15, 2010
~1, ~G3,4~o3. ~ i
IN THE COURT OF COMMON PLEAS
CUMBERLAND COUNTY, PENNSYLVANIA
Orphans Court Division
IN RE:
ESTATE OF WADE L. GRAMLING, ESTATE N0. 2109-0641
Deceased .
FIRST AND FINAL ACCOUNT AND
STATEMENT OF PROPOSED DISTRIBUTION OF
TERI S. WHITE, EXECUTOR
for the
ESTATE OF WADE L. GRAMLING, Deceased
tea,
Date of Death: June 10, 2009 c°_ ~'4
Date of Executor's Appointment: July 13, 2009 ~ ~ ~ ``
v, ~~
Account stated through: June 15, 2010 c~ ~ c_; ~°,:,
o ~ ~
Dates of Advertisement: ~ ,~ ~~'
w
The Sentinel: July 28, 2009; August 4, 2009; and August 11, 20p9
Cumberland Law Journal: July 24, 2009; July 31, 2009; and August 7 2009
Purpose of Account: Teri S. White, Executor, offers this Account to acquaint
interested parties with the transactions that have occurred during the Administration.
The Account also indicates the proposed distribution of the Estate. It is important that
the Account be carefully examined. Requests for additional information or questions or
objections can be discussed with:
Thomas L. Wenger, Esquire
WIX, WENGER & WEIDNER
508 North Second Street
P.O. Box 845
Harrisburg, PA 17108-0845
(717) 234-4182
SUMMARY AND INDEX
Page
PRINCIPAL
Receipts
Cash 2 $
Stocks 2
Tangible Personal Property 2
Real Estate 2
Total Receipts 2
INCOME
Total Income 3
TOTAL PRINCIPAL AND INCOME
DISBURSEMENTS
Less Disbursements
Inheritance Tax 4 $
Fees and Commissions 4
Administrative Expenses 5-6
Funeral Expenses 7
Debts of Decedent 7
Total Disbursements 7
NET VALUE
Adjustments 8
Proposed Reserves g
Partial Distributions Made g
Proposed Distribution to Beneficiaries 10
BALANCE AFTER DEDUCTIONS
(EXCLUDING RESERVES)
857,846.69
19,887.77
10,075.00
162,000.00
$ 1,049,809.46
$ 13,54 31
$ 1,063,403.77
53,776.20
12,493.50
39,483.07
3,692.02
2,492.78
1$ 111,93757)
$ 951,466,20
( 27,521.25)
( 50,000.00)
( 616,012.17)
1 257,932.78
$ 0.00
1
. ,
RECEIPT OF PRINCIPAL
Cash:
1. U.S. Savings Bond ..............
2. Funds received for the Applied Research Associates.
stock (liquidation requested prior to date of death)
3. Citizens Bank Checking account (XXXX7910)..........
4. Citizens Bank Checking account (XXXX7902)..........
5. Citizens Bank Time Deposit ()C)C)CX3204) ................
6. Citizens Bank Time Deposit (XXXX9052) ................
7. Metlife IRA Variable Annuity ..............
...................
8. American Funds IRA...........
................................
9. Cash on hand...........
...................................
......
Juniper Bank check...........
11. Patriot News refund ..............
12. Pennsylvania income tax refund.....
........................
13. Federal income tax refund...........
.........................
14. Erie Insurance Group premium refund ...................
15. Insurance Policy unused premium refund ................
Stocks:
1. 2,270 shares F.N.B. Corporation Stock ...................
2. 156.19 shares AXA Equitable Stock' .......................
3. 388.9 shares Fifth Third Bancorp Stock ..................
$ 148.08
435,000.00
103,63.36
2,1'50.10
109,383.81
102,045.94
87, 9!84.99
12,853.60
20.00
16.01
153.80
391.00
3,743.00
193.00
240.00
$857,846.69
14,607.45
2,455.00
2.82.32
$19,887.77
Tangible Personal Prouertv:
1. Ordinary household goods, furnishings, and clothing...
2. 2005 Buick Rendezvous CXL Sport Utility ..............
$1,004.00
9 07 .00
$10,075.00
Real Estate:
1. 400 Deerfield Road, Camp Hill, Lower Allen
Township, Cumberland County, Pennsylvania..........
162 000,00
$182,000.00
TOTAL RECEIPTS .......................................... 1.049.809.46
~ This asset was discovered in June 2010 and represents the asset value as of that date
2
RECEIPT OF INCOME
Taxable Interest
1. Citizens Bank Estate Checking Account ...................
Interest 7-17-2009 thru 5-31-2010
2. Citizens Bank Estate Savings Account .............
........
Interest 7-17-09 thru 5-31-2010
3. Citizens Bank Checking account (7910) .................
Interest eamed from date of death until closing
4. Citizens Bank Checking account (7902) ..............
Interest earned from date of death until closing
5. Citizens Bank Time Deposit (3204)........
Interest eamed from date of death until closing
6. Citizens Bank Time Deposit (9052)............
Interest eamed from date of death until closing
7. MetLife, Inc. -dividend check...........
.....................
8. MetLife, Inc. variable annuity..........
.......................
TOTAL INCOME .....................
$ 50.42
3,090.34
96.78
.15
345.38
327.16
7.40
9,676'.68
3
DISBURSEMENTS OF PRINCIPAL
State Taxes:
1 • 9-8-09 Pennsylvania Inheritance Tax......... $ 45,000.00
2. 3-10-10 Pennsylvania Inheritance Tax......... 8.776 20
Total State Taxes .............................. $ 5'3,776.20
Fees and Commissions:
1. 10-7-09 Partial payment of attorney fee......... $ 6
183.00
Wix, Wenger & Weidner ,
2. 1-14-10 Partial payment of attorney fee......... 2
040
50
Wix, Wenger & Weidner ,
.
3. 3-8-10 Partial .payment of attorney fee......... 2
029.75
Wix, Wenger & Weidner ,
4. 5-7-10 Partial payment of attorney fee......... 979
25
Wix, Wenger & Weidner ,
5. 6-6-10 Partial payment of accountant's fee... 345
00
Steven Gift, CPA .
6. 6-6-10 Partial payment of attorney fee......... 916
00
Wix, Wenger & Weidner .
Total Fees and Commissions .................. $ 12,493.50
Administrative Exnenses•
1. 6-11-10 Cumberland County Register of Wills ................ $ 722.00
Probate fee
2. 10-7-09 WVW1/ -- The Sentinel (advertising) .............. 240.64
4
3. 10-7-09 WVWI/ -- Cumberland Law Journal (advertising)... 75.00
4. 10-7-09 WVW1/ -- Appraise Valuation Service (stock ........ 9.50
valuations)
5• Pennsylvania Water Company........... X87
87
... .
8-13-09 Check # 1005 $ 48.38
9-11-09 Check # 1007 15.39
10-28-09 Check #1020 16.31
12-12-09 Check #1024 47.31
1-14-10 Check #1031 18.15
3-8-10 Check #1036 31.29
4-1-10 Check #1040 76.52
6-11-10 Check #1048 34.52
6• Lower Allen Township (trash and sewer) .............. 3,87.90
8-13-09 Check #1004 $ 96.00
10-28-09 Check #1019 96.00
1-14-10 Check #1029 97,95
4-22-10 Check #1041 97.95
7. PPL Electric .................................. ........ 1,801.89
9-11-09 Check # 1006 $ 451.60
10-7-09 Check # 1011 171.60
11-3-09 Check #1022 198.80
1-14-10 Check #1030 399.52
2-8-10 Check #1033 126.55
3-19-10 Check #1038 128.00
4-25-10 Check #1043 125.02
6-11-10 Check #1048 200.80
9. 9-11-09 Martin Yommen (Check No. 1008) ..................... 240.00
10. 9-11-09 Erie Insurance (Check # 1009).......... 405
00
..... .
11. 10-6-09 (800) Got Junk (trash removal) (Check #1010).... 885.00
12. 10-9-09 Salvation Army (Check #1013) ................. 175
00
........ .
13. 10-7-09 Hospice of Central PA (Check #1014) ................... 175.00
14. 10-7-09 WVWI/ -out of pocket reimbursements ................. 20.46
5
15. 11-3-09 State Employees Retirement System ................... 1,378.51
16. 1-11-10 Maid to Perfection (Check #1025) ....................... 198.75
17. 1-14-10 WVWV -out of pocket reimbursements........... $1.00
18. 2-8-10 Cumberland County Tax Office........... ......... 2,124.14
19. 3-8-10 WWW -out of pocket expense reimbursements... 11.75
20. 3-9-10 Register of Wills (filing fee) (Check 1002)........... 30.00
21. 3-9-10 Register of Wills (add'I probate fee) (Check #1003). 50.00
22. 10-28-09 Premier Construction -real estate repairs
preparatory to sale .............. ........... 30,000.00
................
23. 5-7-10 VW1IW - Quadrent Real Estate -Satisfaction Fee.. 250.00
24. 5-7-10 WWW -out of pocket expense reimbursements.... 10.78
25. 6-11-10 WWW -out of pocket expense reimbursements.... 42.88
Total Administrative Expenses ................................. $ 39,483.07
6
Funeral Expenses•
1. 6-11-10 Musselman Funeral Home ....................... $1,869.00
2. 10-28-09 St. Stephens Episcopal Church ................ 775.00
($100 flowers; $175 organist; $500 memorial)
3. 10-7-09 St. Stephens Episcopal Church .............. 500.00
(interment)
4. 6-11-10 Teri S. White -reimbursement for
Sophias on Market (funeral luncheon)....... 548.02
Total Funeral Expenses ...................................................$3,692.02
Debts of Decedent:
1. 12-13-09 Verizon (Check #1023) .........................$ 111.56
2. 6-11-10 Teri S. White -reimbursement for
Verizon payment made (Check #1048).....
158.40
3. 1-14-10 East Pennsboro Ambulance Service....... 46.00
4. 2-8-10 Verizon (Check #1032) ................. 8.33
5. 6-11-10 Link to Care (home healthcare) .............. 1,332.00
6. 6-11-10 GMAC (credit card) ................. ..... 336.49
7. 6-11-10 Unreimbursable expenses incurred by
Decedent to finalize
Estate of Olive Gramling ......................... 500.00
Total debts of decedent ................
................. $2,492.78
TOTAL DISBURSEMENTS OF PRINCIPAL ..................$111,937.57
7
t .. _
ADJUSTMENTS
Metlife IRA variable annuity ............. (27,345.27)2
Account reconciliation........... (175.98)
TOTAL ADJUSTMENTS ..................... $(27,521.25)
2 The adjustment amount on the Metlife IRA represents the amount of monies withheld by Metlife for income tax
obligation on IRA distribution. Fiduciary income taxes will be filed for 2010 reflecting the withholding amount.
Any refund received as a result of the fiduciary income tax return filings will be divided evenly between the
beneficiaries.
8
SCHEDULED OF DISTRIBUTIONS MADE AND PROPOSED TO BENEFICIARIES
Balance per account............ $
.................................
••••••••••••••• 9Y3,944.95
(net value less adjustments)
Reserve for balance of attorney fees ....................................... (1!0,000.00)
Reserve for taxes, miscellaneous bills, filing fees,
and for filing of Account ................. (40,000.00)
..................................
Partial Distributions made
Teri S. White
Personal property $ 500
00
10-7-09 Check #1016 .
25
000
00
10-28-09 Check #1017 ,
.
36,195.80
(payable to Premier Construction)
6-2010 Real Estate 1 62
000
00
6-2010 2005 Buick Rendezvous ,
.
9
075
00
Transfer of/z interest in American Fund IRA stock ,
.
6
426
80
Transfer of 1,135 shares F.N.B. Stock ,
.
7
303
73
Transfer of 78.0956 shares AXA Equitable ,
.
1
227
50
Transfer of 194.45 shares Fifth Third Bancorp stock _ ,
.
.1.412.66
($249,141.49)
Mark W. Gramling
Personal property $ 500.00
7-28-09 Check #1001 200,000.00
6-14-10 Check 150,000.00
Transfer of/z interest in American Fund IRA stock 6,426.80
Transfer of 1,135 shares F.N.B. Stock 7,303.72
Transfer of 78.0956 shares AXA Equitable 1,227.50
Transfer of 194.45 shares Fifth Third Bancorp stock-. 1.412.66
($366,870,68)
Balance available for distribution ............................................... $257,932.78
9
t
Distribution to Be Made to Beneficiaries
Teri S. White - $ 187,830.98
Mark W. Gramling - $ 70,101.80
Total Distributions Proposed To Be Made ..................... _ (257.932.781
Balance remaining (excluding reserve) .............................. $p
10
STATEMENT OF THE REASONS FOR THE PROPOSED DISTRIBUTION
The above distribution is proposed due to the completion of all matters pertaining
to the Estate of Wade L. Gramling.
Teri S. ite, Executor
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF DAUPHIN
Teri S. White, Executor of the Last Will and Testament of Wade L. G~ramling,
deceased, hereby declares under oath that she has fully and faithfully discharged the
duties if her office; that the foregoing First and Final Account is true and correct and fully
discloses all sign cant transactions occurring during the accounting period; '#~that all
known claims against the Estate have been paid in full; that, to her knowledge, there are
no claims now outstanding against the estate; and that all taxes presently due from the
Estate have been paid.
ry Public
coi~coxw~Tx og p>avxsYLVarr~-
Swom a subscribed to before me rroT~"~i"s~,
Lisa M. Sites, Wlotary public
thi ~ S day Of 1 t, , 2010. City of Harrisburg, Cauphin County
M ocar~,n~3ion ex ices '128, 2013
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No ary Public
My Commission Expires:
~~clsoFr»snv~
Nprt~,+It~Ai. s~-
Lisa M. Sites, Notm7+ public
City of Harrisburg, Dauphin County
M commission ex ices '128, 2013
11