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ESTATE OF WALTRAUD G. WYLIE, DECEASED.
Court of Common Pleas of Cumberland County, Pennsylviar~ia
Orphan's Court Division
ESTATE OF WALTRAUD G. WYLIE, DECEASED.
No. 21-2009-0493
PETITION FOR ADJUDICATION!
STATEMENT OF PROPOSED DISTRIBUTION
PURSUANT to PA. O.C. Rule 6.9
This form maybe used in all cases involving the Audit of the Account of a Decedent's Estate.. If pace is
insufficient, riders maybe attached. Attach the spouse's election, if any; the papers required un er items
8-19 inclusive; and any instrument pertinent to the adjudication.
INCLUDE ATTACHMENTS AT THE BACK OF THIS FORM
DAVID W. DeLUCE
Attorney Identification Number: 41687
Johnson, Duffle, Stewart & Weidner
P.O. Box 109
Lemoyne, PA 17043-0109
(717) 761-4540
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Estate of WALTRAUD G. WYLIE ,Deceased
1. Name and address of Petitioner:
Brian Brooks, President
Pennsylvania Guardianship Association
P.O. Box 7295
Lancaster, PA 17604-7295
Identify any executors or administrators who have not joined in the Petition for
Adjudication and Statement of Proposed Distribution and state reason: '
Is this the first accounting by this fiduciary? ..........................................m Yes '~, ^ No
If not, identify prior accountings, the accounting periods covered and tl~e ate of
adjudication of the prior accounting. '
2. Decedent died on
^ Letters Testamentary or ~ Letters of Administration were granted to
Petitioner on June 24, 2009. Exhibit "A"
Date of Will (if applicable):
Date(s) of Codicil(s) (if applicable):
Was a bond required? ^ Yes 0 No If yes, state
Are proofs of advertising of the grant of letters attached?... • • 0 xhebit g a ~II ^ No
~~ hd ,~C„
Dates of advertising of grant of letters:
Iv 4 ~ 7AAA. .~ra•l The ~.~4.C..~ AL....~.. 1.
3. Was decedent survived by a spouse? .................... ^ Yes !, C~1No
If yes, name the surviving spouse:
4. Has the surviving spouse filed to take an elective share? ^ Yes ' ^ No
5. In the case of an intestacy, state the names of the decedent's surviving cF~ildren
or surviving issue of deceased children (if none, so state):
2
Estate of WALTRAUD G. WYLIE ,Deceased
6. Did decedent marry after execution of Will or Codicil(s)?....... ^ Yes ®No
Were any children born to decedent after execution of
Will or Codicil(s) ........^ Yes a 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
Exhibit "D"
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 arty
questions requiring Adjudications 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 Notices as well as a fist of
the names and addresses of the parties receiving such Notice.
B. If Notice is yet to be given, a copy of the Notice as well as a list mf tie
names and addresses of the parties receiving such Notice.
Exhibit "E"'
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 giwer~ to the
appropriate representative on such party's behalf as required by'P~. O.C.
Rule 5.2.
D. If any charitable interest in involved, Notice of the Audit has been o~ will
also be given to the Attorney General as required under Pa. O.C. ule
5.5. In addition, the Attorney General's clearance certificate (or pr of of
service of Notice and a copy of such Notice) must be submitted he ewith
or at the Audit.
9. List all parties (charitable and non charitable) of whom Petitioner has notice or
knowledge, having or claiming any interest in the estate as beneficiaries under thle Will
or Codicil(s) or as intestate heirs if there is a complete or partial intestacy:
3
' Estate of WALTRAUD G. WYLIE ,Deceased
A. State each party's relationship to the decedent and the nature of
each party's interest(s):
NAMES RELATIONSHIP TO DECEDENT INTEREST
Ingrid Noeckel cousin Entire Estate
Immaueracker 46
56332
Spay, Germany
6. Identify each party who is not sui jul7s (e.g., minors or incapacitate 1,
persons). For each such party, give date of birth, name of each Gl~ardian
and how each Guardian was appointed. If no Guardian has been ~!,
appointed, identify the next of the kin of such party, giving the name,
address and relationship of each.
C. State why a Petition for Guardianli"rustee Ad Litem has or has not been
filed for this Audit (see Pa. O.C. Rule 12.4).
D. If distribution is to be made to the personal representative of a die ased
party, state date of death, date and place of grant of Letters and' ty~e of
Letters granted.
10. Other than the claim for the family exemption, list names of all known clailfnants
and the amount of their claims and state whether each claim is admitteid.
Name and Addresses of Each Claimant Amount of Claim Claim Admitted? !! C aim Be
Paid i Full?
^ Yes ^ es
^ No ^Nc~
If the estate is insolvent, attach a schedule setting forth the order of preference finder
20 Pa.C.S. § 3392 and the proposed payments. ',
11. Was family exemption claimed? ................................. ^ Yes LI N~
Was family exemption allowed? ................................. ^ Yes D Ncb
Family exemption claimant's name and relationship:
Name:
4
Relationship:
' Estate of WALTRAUD G. WYLIE ,Deceased
12. The amount of Pennsylvania Transfer Inheritance Tax and additional
Pennsylvania Estate Tax paid, the date(s) of payment(s), and the interesti(s)
upon which paid, are as follows:
Date Payment Interest
February 18. 2010 $ 14.494.38
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 0 No
If yes, provide the name of the estate, indicate whether an account has b en filed
and confirmed absolutely and all awards performed, or, in the alternative, how t e
decedent's estate will be discharged for the decedent's fiduciary administration f the
estate.
14. A. Describe in detail any questions requiring adjudication and state the
position of the Petitioner(s) as to each question: See attachment
B. Has notice of the question requiring adjudication been given to the (parties
identified in Paragraph 9 above
............................... ®Yes ^ No
15. If Petitioner has 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.
16. Had the decedent been adjudicated an incapacitated person? ^Yes 0 No
If yes, attach a copy of the Order if available: otherwise state the Court, term,
number, date, and name of Hearing Judge.
17. A. List or attach a separate list of additional receipts and disbursemenjts
since the closing date of the Account.
B. Has notice of the additional receipts and disbursements been given to the
parties ident~ed in Paragraph 9 above? ..................... ^Yes ^ No
5
Estate of WALTRAUD G. WYLIE ,Deceased
18. If a reserve is requested, state amount and purpose.
Amount: 5500.00
Purpose: Expenses incurred in preparation of Accounting and potential claims against the 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? ..............................................0 Yes ^ No
If so, attach a copy of the notice.
19. Is the Court being asked to direct the
filing of a Schedule of Distribution ...........................................^ Yes m No
As to real estate only? ........................................................^ Yes 0 No
Wherefore, your Petitioner asks that distribution be awarded to the pantie
entitled and suggests that the distributive shares of income and principal (resid~iary
shares being stated in proportions, not amounts) are as follows:
A. Income:
Proposed Distributee(s)
Insrrid Noeckel
Amounf/Proporfion
$ 16.15 ~
B. Principal:
Proposed Distributee(s)
Invrid Noeckel
Amount/Proportion
_ 3 62.496.28 i
Submitted by:
Brian D. Brooks, Petitioner
6
Estate of WALTRAUD G. WYLIE ,Deceased
Verification of Petitioner
(Verification must be signed by at least one petitioner)
The undersigned hereby verifies that the facts set forth in the foregoing P~tition
for Adjudication/Statement Proposed Distribution which are within the personal ',
acknowledge of the Petitioner are true, and as to facts based on the informatibn'lof
others, the Petitioner, after diligent inquiry, believes them to be true; and that an~ false
statements herein are made subject to the penalties of 18 Pa.C.S. § 4904 (relating to
unsworn falsification to authorities).
c ~Q . i
Brian D. Brooks, Pe~iti ner
Certification of Counsel
The undersigned counsel hereby certifies that the foregoing Petition for
Adjudication/Statement of Proposed Distribution is a true and accurate reprodiuc~ion of
the form Petition authorized by the Supreme Court, and that no changes to the firm
have been made beyond the responses herein. /'~ ~ _
`~ " `~ "Coi[dsel ~ Pettfl"io er
7
ESTATE OF WAL TRA UD G. WYLIE
SCHEDULE OF E TITBITS
III
EXHIBIT A Letters of Administration granted by the Cumberland Cpunty
Register of Wills Office on June 24, 2009. I
EXHIBIT B Proo o Advertisin -
f f g Cumberland Law Journal
EXHIBIT C Proof of Advertising -The Patriot News Company '
I,
EXHIBIT D Pennsylvania Department of Welfare Letter Statement of C~'laim
Letter II
EXHIBIT E Notice to Benef ciary and Address of Beneficiary ',
II
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:406289 ',
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EXHIBIT A
__ _ _ ___ _~ _. ____ _ _. __ __ r _
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REGISTER OF WILLS
CUMBERLAND COUNTY
PENNSYLVANIA
CERTIFICATE OF
GRANT OF LETTERS
ADMINISTRATION
No . 2009- 00493 PA No . 21- 09- 0493
Estate Of: WALTRAUD G WYLIE
(first, Middle, Lestl
Late Of : UPPER ALLEN TOWNSHIP
CUMBERLAND COUNTY
Deceased
Social Security No: 223-64-7522
WHEREAS, WAL TRAUD G WYLIE
/First, Middle, Lestl
late of UPPER ALLEN TOWNSHIP CUMBERLAND COUNTY
died on the 15th day of May 2009 and,
WHEREAS, the grant of Letters of Administration
is required for the administration of the estate.
THEREFORE, I, GLENDA EARNER STRASBAUGH Register of Wi 11 s in and
for CUMBERLAND County, in the Commonwealth of Pennsylvania, have
this day granted Letters of Administration to:
BRIAN D BROOKS
who has duly qualified as ADMINISTRATOR(RIX) of the estate
of the above named decedent and has agreed to administer the estate.
according to law, aII of which fully appears of record in my office at
CUMBERLAND COUNTY COURT HOUSE, CARLISLE, PENNSYL VANIA.
IN TESTIMONY WHEREOF, I have hereunto set my hand and affixed the seal
of my office on the 24th day of June 2009.
**NOTE** ALL NAMES ABOVE APPEAR (FIRST, MIDDLE, LAST)
EXHIBIT B
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 Co>.j
State aforesaid, being duly sworn, according to law, deposes and says that the Cumb~erl~
Journal, a legal periodical published in the Borough of Carlisle in the County and State
was established January 2, 1952, and designated by the local courts as the official legal it
periodical for the publication of all legal notices, and has, since January 2, 1952, been r~
issued weekly in the said County, and that the printed notice or publication attached hel~
exactly the same as was printed in the regular editions and issues of the said Cumberlar~
Journal on the following dates,
viz:
Julv 17, July 24, and July 31 2009
and
Law
o is
Law
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'I subject
matter of the aforesaid notice or advertisement, and that all allegations in the foregoing
statements as to time, place and character of publication are true.
a Marie. Coyne, Edi r ',
SWORN TO AND SUBSCRIBED before m~ this
31 day of July, 2009
S
Wylie, Waltrand Ci., deed.
Late of UPP~' Allen Township,
Mechanicsburg.
Administrator: Brian D. Brooks,
Pa. Guardianship Assoc., P.O. Box
7295, Lancaster, PA 17604.
Attorneys: Elizabeth D Snover,
Esquire, Johnson, Duffie, Stewart
~ Weidner, 301 Market Street,
P•~• Box 109, Lemoyne, pA
17043.
Notary
NOTARIAL SQAL
DEBORAH A COLIIC~S
Notary Public
CARLISLE BORO, CUMBER D COUNTY
My Commission Expires'Apr 28, 2010
EXHIBIT C
d_.If~e Patriot-News Co.
' ' 812 Market St.
Harrisburg, PA 17101
Inquiries - 717-255-8213
JOHNSON, DUFFIE, STEWART 8~ WEIDNER
KRISTEE K MYERS
301 MARKET STREET
P.O. BOX 109
LEMOYNE
PA 17043
~,~e patriot News
Now you know
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
Marianne Miller, 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 unde ~ the laws of the
Commonwealth of Pennsylvania, with its principal office and place of business at 812 to 818 Market Street, in the City of
Harrisburg, County of Dauphin, State of Pennsylvania, owner and publisher of The Patriot-News and Tha S nday Patriot-News
newspapers of general circulation, printed and published at 812 to 818 Market Street, in the City, County a d State aforesaid; that
The Patriot-News and The Sunday Patriot-News were established March 4th, 1854, and September 18th, 1 49, 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 pu lished in their regular
daily and/or Sunday/ Metro editions which appeared on the date(s) indicated below. That neither she nolr s id Company is
interested in the subject matter of said printed notice or advertising, and that all of the allegations of this sta ement 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 to rity this statement on
behalf of The Patriot-News Co. aforesaid by virtue and pursuant to a resolution unanimously passed and adopted severally by the
stockholders and board of directors of the said Company and subsequently duly recorded in the office for the Recording of Deeds
in and for said County of Dauphin in Miscellaneous Book "M", Volume 14, Page 317.
PUBLICATION COPY
Sworn to ubscribed before thi 0 ay of August, 209 A.D.
~~r ~
Notary Public
This ad # 0001993742 ran on the dates shown blow:
July 24, 2009
',July 31, 2009
;August 07, 2009
~ NN VANIA
~ « b~ ~ NohwY P~~b1c
MY conrritbn E~Iras ~ 1
Member, Pei q a Noterbs
EXHIBIT D
w
COMMONWEALTH OF PENNSYLVANUI
DEPARTMENT OF PUBLIC WELFARE
BUREAU OF FINANCUIL OPERATIONS
DIVISION OF THIRD PARTY LIABILITY
ESTATE RECOVERY PROGRAM
PO BOX 8486
HARRISBURG, PA 17105-8488
July 23, 2009
JOHNSON DUFFIE STEWART & WEIDNER PC
DANA L WIESEMAN ESTATE PARALEGAL
P 0 BOX 109
301 MARKET ST
LEMOYNE PA 17043-0109
Re: WALTRAUD G WYLIE
SSN: 223-64-7522
Dear Ms. Wieseman:
Pursuant to your letter dated June 26, 2009, the Department of Pubkic
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 Department's
Estate Recovery Program will not seek any recovery from this estate. Ifi your
client applied for Medical Assistance and had an application and/or heari,ing
pending at the time of death, please advise us and provide any additionah
information that may affect a recovery by our Department.
If you have any questions, please feel free to contact me.
• Sincerely,
~~[.Q
Carole A. Procope
Recovery Section Manager
(717)772-6604
. - ~,~
~ f U~ .? 9 X09
ONe,., _
EXHIBIT E
COURT OF COMMON PLEAS OF CUMBERLAND COUNTY
PENNSYLVANIA ORPHANS' COURT DIVISION
NO.21-2009-0493
IN THE ESTATE OF WALTRAUD G. WYLIE
LATE OF BOROUGH OF UPPER ALLEN TOWNSHIP,
CUMBERLAND COUNTY, PENNSYLVANIA, DECEASED
NOTICE
NOTICE is hereby given that the First and Final Account and Statement of ~roposed
Distribution of Brian Brooks, Administrator of the Estate of Waltraud G. Wylie, will be fi~~ed in the
Office of the Clerk of the Orphans' Court Division of the Court of Common Pleas of ICu~nberland
County, Pennsylvania, on or before July 23, 2010 and that the same will be confirm~d by the
Court on August 24, 2010, unless written objections are filed with the Clerk of the prphans'
Court Division on or before 9:00 A.M. (prevailing time) on August 24, 2010 in accard~nce with
the Rules of the Orphans' Court Division of the Cumberland County Court of Comman Fleas.
A copy of the First and Final Account and Statement of Proposed Distribution is
i
enclosed herewith.
David W. DeLuce '~
Johnson, Duffle, Stewart & Weidherf
301 Market Street
P.O. Box 109 '~
Lemoyne, PA 17043-0109
(717) 761-4540
~I
To:
Ingrid Noeckel
Immaueracker 46
56332
Spay, Germany
~ »s~~~
In the Court of Common Pleas of Cumberland County, Pennsylvania
Orphans' Court Division
File No. 21-09-0493
Estate of Waltraud G. WYLIE, Deceased
Late of Township of Upper Allen
First and Final Account
Brian D Brooks, Administrator
Date of Death: 05/15/2008
Date of Incapacity, if any: None
Date of Administrator's Appointment: 06/24/2009
Date of First Complete Advertisement: 07/24/2009
Accounting for the period:
05/15/2009 to 07/30/2010
Purpose of Account: Brian D Brooks, Administrator, 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 o~ questions
or objections can be discussed with:
DAVID W DELUGE
Johnson Duffie
301 Market Street
P.O Box 109
Lemoyne, PA 17043
717-761-4540
Supreme Court I.D. No. 41687~.~
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SUMMARY bF ACCOUNT
Estate of Waltraud G. WYLIE, Deceased
For the nen~ of May 15. 2009 through Juiv 30, 2010
Proposed Distributions
to Beneficiaries
PRINCIPAL
Receipts: This Account
Net Gain (or Loss) on Salss
or Other Dispositions
Less Disbursements:
Debts of Decedent
Funeral Expenses
Administration Expenses
Federal, State 8~ Local Taxes
Commissions
Fees
Family Exemption
Balance Before Distributions
Transfer to (from) Principal
Distributions to Beneficiaries
Principal Balance on Hand
For Information:
Investments Made
Changes in Holdings
1~4.~dE
Receipts This Account
Net Gain (or Loss) on Sales
or Other Dispositions
Less Disbursements
Balance Before Distributions
Transfer to (from) Income
Distributions to Beneficiaries
Income Balance on Hand
For Information:
Investments Made
Changes in Holdings
COMBINED BALANCE ON HAND
Signature
Verification
PAGES
16
3
4
5-7
8
8-10
10
10
10
11
12
13
14
15
17
18
Fiduciary
Current ~Acquisitfon
Value Valus
62,512.43
175,782.61
0.00
175,782.61
71,270.06 ',
I
8,853.68 ~
1,528.21 '!
14,484.38 ~~
7,500.00 ~~
8,550.00 II
0.00 113,296.33
62,486.28
0.00
0.00
~,~
62,486.28
'~
16.15
0.00
16.15
0.00
16.15
0.00
0.00
16.15
62,512.43
SCHEDULE A
RECEIPTS OF PRINCIPAL
Assets Listed in Inventory
(Valued as of Date of Death)
02/23/2010
04/08/2010
S'cei3,l]
Metro Bank 50 Pius Checking Account No.
0032033029
Metro Bank Savings Account No. 430022488
Reimbursement of Taxes at Settlement
Total Cash
Personal Property sold by Cindy Fenton, Auctioneer
Total Personal Property
Real Estate located at 494 Brighton Place, Upper
Allen Twp., Mechanicsburg, Pennsylvania -
Contracted Sales Price for Property that sold on
February 5, 2010.
Total Real Estate
Total Receipts
4w
148OOp.00
Subaeauent Principal Recein~
CitiMortgage Inc. 18 .55
USAA Insurance -Refund on Account .73
Total Subsequent Principal Receipts
Total Adjustments and Subsequent Receip
Total Receipts of Principe
Fiduciary
Acquisition
Value
22,827.70
4,726.63
148,000.00
175,554.33
238.28
238.28
175,792.61
-3-
SCHEDULE B
GAINS AND LOSSES ON SALES OR OTHER DISPOSITIONSI -PRINCIPAL
>~
02/05/2010 Real Estate located at 494 Brighton Place, Upper
Allen Twp., Mechanicsburg, Pennsylvania -
Contracted Sale: Prices for Sale Occuring on
February 5, 2010.
Gross Proceeds 148,000.00
Fiduciary Acquisition Value -148,000.00 0
TOTAL GAINS AND LOSSES/PRINCIPAL
LESS LOSS
NET GAIN OR LOSS
-4-
SCHEDULE C
DISBURSEMENTS OF PRINCIPAL
AOL Account
06/30/2010
Final Balance Due 'i
10
.60
!~ 103.60
Brighton Condomini um Association '
11/04/2009
Homeowners Association Fees thru the end of 2009 ,
1:08
.00
j
I 1,080.00
Camo Hill Emera
~nc p~
sicians
,
06!30/2010 y„
y
Balance Due on Account 89 ,Op
'I 890.00
CitiM°rtaaae
12/07!2009
Payment of December Mortgage
29
.39
01!07/2010 Payment of January Mort9a9e 28 .39
~~ 598.78
CitiMortgage -Acco unt No. 0611702619-2
05!15/2009 Payoff of Mortgage on Residence 39,1365 44
II 39,865.44
~~
06/30/2010
Final Balance Due ~I
66
pg
IC 66.08
Cumberland Countv
02!05/2010 Taxes I
~~ I
.
-5-
SCHEDULE C
DISBURSEMENTS OF PRINCIPAL
Continued
Hospice of Central PA
06/30/2010 Balance Due on Account
Hoa°ital Telephone A Telcom. Ltd.
06/30/2010 Balance Due on Account
HSBC - GM Card -Account No. 55231808 0856 7397
03/02/2010 Credit Card Balance Due 1,31
MCI -Telephone Service -Account No. 2CE47625
06/30/2010 Final Balance Due 18 .40
12/18/2009 Reimbursement for payment of Mortgage on 3,341.48
Residence
02/16/2010 Guardianship Services prior to Decedent's Death 23 .07
PPbL
10/13/2009 Utility Service on Residence 3
11/05/2008
12/18/2008
01/17/2010 1
02/05/2010 1
02/16/2010
53.41
5,440.00
36.00
1,318.20
184.40
3,576.56
783.43
-6-
SCHEDULE C
DISBURSEMENTS OF PRINCIPAL
Continued
Quantum Imaaina
06/30/2010
Final Balance Due
23 .00
1,00 .00
Real Estste located at 4.~ Brighton Place. Mechanlcsbura,_Pa
02/05/2010 Seller Assistance in Sale of Real Estate
Settlement Chases
02/05/2010
234.00
1,000.00
14,800.38
Unlted Water of Pennsylvania -Account No. 00200999~naas~s~
10/13/2008 Utilities on Residence
12/07/2008
01/17/2010
OZ/OS/2010
03/01/2010 Final Water Bill
111.84
Upuer Allen Township
11/04/2009 Sewer Invoice 357 18
USAA Insurance
05/15/2008 Payment of Automobile Insurance and Homeowners 70726
Insurance
I
I
York Waste Dis~osai '',
06/30/2010 Final Balance Due 4350
I~~
357.18
707.26
-7-
SCHEDULE C
DISBURSEMENTS OF PRINCIPAL
Continued
Total Debts of Decedent
Funeral Expenses
Gate of Heaven Cemetery
10/09/2009
MalQezzi Funeral Home
10/07/2009
Total Funeral Exuenses
Administration Expenses
.-
~.blllliq
03/03/2010 Remaining costs for repairs to Residence
Cumberland County Register of Wills Office
09/30/2009
09/30/2008 Renunciation Fee
1.80
287
43.50
71.270.06
1,800.00
8,153.68
8.953.68
38.00
292.00
M8~T Bank Estate Checking Account No. 9850851644
02/09/2010 Deluxe Check Fees
1
18.00
-8-
SCHEDULE C
DISBURSEMENTS OF PRINCIPAL
Continued
Pamela M. Reitenbach. INC
11/05/2009 Appraisal Fee
Pennsylvania Guardianship Association
12/18/2009 Reimbursement for Shipping Fees
21
350.00
21.23
Postage. Miscellaneous Expenses
07/14/2008
4.85
Register of Wills
02/19/2010 Filing Fees for Inheritance Tax Return and Inventory
30.00
Reserves: Out of Pocket Expenses
06/30/2010
The Cumberland Law Journal
02/23!2010 Notice of Estate Administration
500.00
75.00
The Patriot News Co.
02/23/2010
Notice of Estate Administration
1
168.96
LISAA Insurance
11/10/2009
Payment of Homeowners Insurance
-9-
SCHEDULE C
DISBURSEMENTS OF PRINCIPAL
Continued
Resister of Wills. Aggpj
OZ/19/2010
Total Miscellaneous Administrative Expenses
Federal State and Local Taxes
Inheritance Tax Payment
Total Taxes
Commissions
Brian Brooks. PA Guardianship Association Executor
03!1012010 1/2 of Administrator Fee Paid
06/30/2010 1/2 of Administrator Fee to be Paid
Total Commissions
Fees
Johnson Duffle 3tewat 8 Weidner
02/19/2010 112 of Attorney Fees paid at time of filing Return
06/30/2010 112 of Attorney Fees Remaining
Total Fees
TOTAL DISBURSEMENTS OF PRINCIPAL
~~
', 30.07
I, 1,528.21
14,4 .38
14,494.38
14.494.38
7,500.00
7.500.00
8,550.00
8,SS0.00
113.296.33
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~_
PRINCIPAL BALANCE ON HAND
# Units Description
Garb
M T Bank Estate Checking Account
Total Cash
Current Val
07/30/2010
or as Nate
Fiduciary
Acquisition
Value
62,4$6. 8 62,486.28
62,486. 8 62,486.28
62 4 6. 8 62,496.28
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SCHEDULE F
CHANGES IN PRINCIPAL HOLDINGS
05H 5/2008
02/05/2010
inventoried
sold
Total
148,000.00
-148,000.00
0.00
o.oo
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SCHEDULE G
RECEIPTS OF INCOME
MbT Bank Estate Checking Account No. 9850851644
08/28/2009
10128/2008
11/2712008
12/28/2009
01128!2010
02/28/2010
03!26/2010
Metro Bank 50 Plus Check~a Account No. 0032033029
05/15!2008
Metro Bank 3avin~s Account No. 430022488
05H 5!2008
08/31/2008
TOTAL BANK INTEREST
TOTAL RECEIPTS OF INCOME
.12
.57
.38
x.32
x.21
x.48
x.61
2.70
.08
2.09
'.53
~.83
11.38
18.15
18.15
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INCOME BALANCE ON HAND
# Units Description
Cash
M T Bank Estate Checking Account
Total Cash
Current Valu
07/30/2010
or as Ndtec
Fiduciary
Acquisition
Value
16. 5 16.15
16. 5 16.15
16. 5 16.15
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COMBINED BALANCE ON HAND
# Units Description
Dash
M T Bank Estate Checking Account
Current Va
07/3012D1
or as Note
Fiduciary
Acquisition
Total Cash
62,512. 62,512.43
62,512. 62,512.43
62 5 2. 62,512.43
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PROPOSED DISTRIBUTIONS TO BENEFICIARIES
Current Value Fiduciary
07/30/201 Acquisition
or as not d Value
TO:
Ingrid Noeckel -Beneficiary
Total
62,512.43
62,512.43
62.512.43
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In the Court of Common Pleas of Cumberland County, Pennsylvania
Orphans' Court Division
File No. 21-09-0493
Estate of Waltraud G. WYLIE, Deceased
Signature
PENNS ANIA GUARDIA IP ASSOCIATION
~~
Br an D Brooks, Administrator
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In the Court of Common Pleas of Cumberland County, Pennsylvania
Orphans' Court Division
File No. 21-09-0493
Estate of Waltraud G. WYUE, Deceased
Verification
Brian D Brooks, Administrator under the Last Will and Testament of Waltraud G. WYLIE, qec seed,
hereby declares under oath that he/she has fully and faithfully discharged the duties of his/h r
office; that the foregoing Account is true and correct and fully discloses all significant traha ctlons
occurring during the accounting period; that all known claims against the Estate have been ald in
full; that, to his/her knowledge, there are no claims now outstanding against the Estate; that II
taxes presently due from the Estate have been paid; and that the grant of Lettere Testaman ry and
the first complete advertisement thereof occurred more than four months before the foregoi g
Account. ~~
This statement is made subject to penalties of 18 Pa. C.S.A. Section 4804 relating to unawor~
falsification to authorities.
I
~~ ~
B an Brooks, Administrato
Dated: 7/9/0
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