HomeMy WebLinkAbout07-21-10F-\FILES\ClienteU 3221 Friedberg\I3221.1.petition.adjudication
DECEDENT'S ESTATE
COURT OF COMMON PLEAS OF
CUMBERLAND COUNTY, PENNSYLVANIA
ORPHANS' COURT DIVISION
ESTATE OF ANNETTE FREIDBERG, DECEASED
No. 21-08-1089
PETITION FOR ADJUDICATION /
STATEMENT OF PROPOSED DISTRIBUTION
PURSUANT TO Pa. O.C. Rule 6.9
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This form maybe used in all cases involving theAudit oftheAccount ofa Decedent's Estate. Ifspace
is insufficient, riders may be attached. Attach the spouse's election, ifany; 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:
Supreme Court I.D. No.:
Name of Law Firm:
Address:
Telephone:
Fax:
Christopher E. Rice, Esquire
90916
MARTSON LAW OFFICES
10 East High Street, Carlisle, PA 17013
(717) 243-33'.1
(717) 243-1850
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Form OC-01 rev. /0. 13.06 Page 1 of 8
Estate of Annette Freidberg, Deceased
1. Name(s) and address(es) of Petitioner(s):
Name. Maxwell Rentshcler
address: 10 Enck Drive
Boiling Springs, PA 17007
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? .................................... ®Yes ^ No
Ifnot, identify prior accountings, the accounting periods covered, and the date of adjudication of the
prior accounting.
2. Decedent died on October 24, 2008.
® Letters Testamentary or ^ Letters of Administration were granted to Petitioner(s) on
November 14, 2008
Date of Wi11 (if applicable): July 14, 1997
Date(s) of Codicil(s) (f applicable): n/a
Date of probate (if different from date Letters granted): November 5, 2008
Was a bond required? ^Yes ®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: The Sentinel: December 13, 20 & 27, 2008
Cumberland Law Journal: December 12, 19 & 26, 2008
3. Was decedent survived by a spouse? ...:.................................. ^Yes ®No
If yes, name of the surviving spouse:
4. Has the surviving spouse filed to take an elective share? ....................... ^Yes ®No
(See Section 2201 er sue. of the Probate, Estates and Fiduciaries Code)
If yes, date of election:
Form OC-Ol rev. /0. 13.06 Page 2 of~ 8
Estate of Annette Freidberg, Deceased
5. In the case of an intestacy, state the names of the decedent's surviving children or surviving issue of
deceased children. None
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 ®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
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.
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 Wi11 or Codicil(s) or as
intestate heirs if there is a complete or partial intestacy:
Form OC-Ol rev. /0. 13.06 Page 3 of 8
Estate of Annette Freidberg, Deceased
A. State each party's relationship to the decedent and the nature of each party's interest(s):
Name and Address of Each Party in Interest Relationship and Comments ifany Interest
Maxwell Rentshcler Cousin $50,000.00 Specific
30 Enck Drive
Boiling Springs
PA 17007 Bequest, per Item
, Second of Will
Geroge Hughes Rentschler, III Grand-nephew Specific bequest
per
2150 Oxford Drive ,
Item Third of Will
Pensacola, FL 32503 ,
appraised value $225.00
Sarah Travis
1116 Temple Ridge Court Grand-niece Specific bequest, per
Nashville, TN 37221 Item Fourth of Will,
appraised value $605.00
Doctor Miller Training Center n/k/a Charity Estate residue
100%
Hope Enterprises Foundation, Inc. ,
,
per Item Sixth of Will
c/o Fred A. Holland, Esq.
422 William Street
Williamsport, PA 17701
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.
C. State why a Petition for Guardian/Trustee Act 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 deceased party, state date of
death, date and place of grant of Letters and type of Letters granted.
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 Admitted? Wil! Claim Be
Paid in Full?
None ^ 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.
Form OC-01 rev. /0. 13.06 Page 4 of 8
Estate of Annette Freidberg, Deceased
11. Was family exemption claimed? .......................................... ^ Yes ®No
Was family exemption allowed? .......................................... ^ Yes ^No
Family exemption claimant's name and relationship:
Name:
Relationship:
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
O 1 /20/2009
12/ 17/2009
7/13/2010
$ 7,243.27
$ 4,488.65
20.42
$ 84.25
20.42
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 ®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.
14. A. Describe in detail any questions requiring adjudication and state the position of the
Petitioner(s) as to each question:
B. Has notice of the question requiring adjudication been given
to the parties identified in Paragraph 9 above? ........................ ^ Yes ^ No
15. If Petitioner(s) has/have lrnowledge 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 ®No
If yes, attach a copy of the Order if available; otherwise state the Court, term, number, date, and
name of Hearing Judge.
Form OC-Ol rev. /0. 13.06 Page 5 of 8
Estate of Annette Freidberg, Deceased
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
18. If a reserve is requested, state amount and purpose.
Amount: $ 12,925.42
Purpose: Martson Law Offices, estimated attorney fees, $9,000.00
Maxwell Rentshcler, Executor's commission, $3,675.00
Martson Law Offices, disbursements, $ 250.42
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? ..................................................... ^ 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 ®No
As to real estate only? .................................................. ^ Yes ^ 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:
A. Income:
Proposer! Distributee(s) Amount/Proportion
Doctor Miller Training Center n/k/a 100%
Hope Enterprises Foundation, Inc.
c/o Fred A. Holland, Esq.
422 William Street
Williamsport, PA 17701
B. Principal:
Proposert Distributee(s)
Maxwell Rentschler $50,000.00
30 Enck Drive
Boiling Springs, PA 17007
Form OC-Ol rev. /0. 13.06 Page 6 of 8
Estate of Annette Freidberg, Deceased
B. Geroge Hughes Rentschler, III $225.00
2150 Oxford Drive
Pensacola, FL
Sarah Travis $605.00
1116 Temple Ridge Court
Nashville, TN 37221
Doctor Miller Training Center n/k/a 100% of estate residue
Hope Enterprises Foundation, Inc.
c/o Fred A. Holland, Esq.
422 William Street
Williamsport, PA 17701
Submitted By:
(All petitioners must sign.
Add additional lines if necessary):
M xwell Rentshler, Executor
Estate of Annette Freidberg
Form OC-01 iev. /0. 13.06 Page 7 of 8
Estate of Annette Freidberg, Deceased
Verification of Petitioner
(Verification must be by at: least one petitioner.)
The undersigned hereby verifies that he is Executor of the above-named Estate 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).
a ell Rentschler, Executor
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.
~'
Christopher E. Rice, Esquire
Form OC-01 rev. /0. 13.06 Page 8 of 8
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 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:
December 12 December 19 and December 26 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.
t
isa Marie C e, Editor
Friedberg, Annette, decd.
Late of Camp Hill, Lower Allen
Township.
Executor: Maxwell Rentschler c/o
Martson Law Offices, 10 East High
Street, Cazlisle, PA 17013.
Attorneys: Christopher E. Rice,
Esquire, Manson Law Offices.
SWORN TO AND SUBSCRIBED before me this
26 day of December, 2008
Notary
NG(ARIAL SEAL
DE84RAH A COL! INS
Notary Public
CA.R!IS!E BORO, CUPv19ERlAND 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 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 SENTINEL on the following day(s):
December 13, 20, 27, 2008.
COPY OF NOTICE OF PUBLICATION
ETT N TI E
„~.• ~ .
Letters TestameDfery on the Estate of ANNETTE
FRtEDBERti, lets otthe gamp,Hilt, Lower Allen'
Township, Cumberland County, Pennsylv8nie,
deceased, have been granted to the undersigned.
All persons knowing themselves to be indebted to said ..'
Estate will. make payment immediately, and those
having claims will preset them for settlement to:
Maxwell Rentschler, Executor
c!o MARTSON LAW OFFICES ;; i
10 East High Street
• Carlisle, PA 17013:
Christopher E. Riee, Esquire
MART$ON LAW OFFICES
Attorneys
Affiant further deposes that he/she is not
interested in the subject matter of the
aforesaid notice or advertisement, and that
all allegations in the foregoing statement
as to time, place and character of
,_,• _
T,(.
~~
Notary ublic
My commission expires:
NOTARIAL SEAL
BONITA A CANUP
Notary Public
CART ISLE BOROUGH, CUMBERLAND COUNTY
My Commission Expires Jun 8, 2009
Sworn to and subscribed before me this
NOTICE OF CHARITABLE GIFT
(In Accordance with Pa. O.C. Rule 5.5)
COURT OF COMMON PLEAS OF
CUMBERLAND COUNTY, PENNSYLVANIA
ORPHANS' COURT DIVISION
ESTATE OF ANNETTE FREIDBERG
No. 21-08-1089
Chief, Charitable Trusts and Organizations Section
Office of the Attorney General
Dear Sir or Madam:
Notice is given of a charitable gift as follows:
1. The nature of the present proceeding is:
SETTLOR 0 DECEASED
Date: July 14, 2010
(a) An Account which has been or will be listed for Audit in the Orphans' Court on
August „2 ~/ , 2010 in Cumberland County Courthouse, Carlisle, PA
(State anme of Courthouse and town/city.)
The time and place of the Audit is Court Room 1 at 9:30 o'clock. If not
provided herein, the time and location will be provided upon request when that information
becomes available.
(b) If the proceedings are other than an Account, state the nature of the proceedings and the
place, date and time fixed for hearing:
" If more space is required, attach additional sheets.
For,,, oc-oe rev. !0.13.06 Page 1 of 4
Estate of
2. Charitable gifts are made as follows:
~Settlor Deceased
(a) Give full names and addresses of charities, and names and addresses of counsel, if any.
Doctor Miller Training Center, n/k/a Fred A. Holland, Esquire
Hope Enterprises Foundation, Inc. 422 William Street
P.O. Box 1837 Williamsport, PA 17701
Williamsport, PA 17703
(b) If pecuniary legacies, state exact amounts and indicate whether legacies will be or have
been paid in full; if not give reasons therefor.
(c) If the charitable interest is a future interest and the estimated present value of the property
involved exceeds $25,000, a brief description thereof including the conditions precedent to
its vesting in enjoyment and possession, the names and ages of persons known to have
interests preceding such charitable interest, and the approximate market value of the
property involved.
(d) If residuary gift, state nature and value of share.
Cash: $39,671.00 - 100 % of residuary estate
Form OC-06 rev. /0./3.06 Page 2 of 4
Estate of ANNETTE FREIDBERG ~ Settlor ~ Deceased
3. Provide a brief statement of all pertinent questions to be submitted to the Court for
Adjudication, including unresolved claims and any material questions of interpretation or
distribution which may affect the value of the charitable interest.
4. The names and addresses of the fiduciaries are (state whether Executors and/or Trustees):
Maxwell Rentschler, Executor
30 Enck Drive
Boiling Springs, PA 17007
5. The names and addresses of counsel for the fiduciaries:
Christopher E. Rice, Esquire
Martson Law Offices
10 East High Street
Carlisle, PA 17013
The names and addresses of counsel for any charity who has received notice or has appeared for
it:
Fred A. Holland, Esquire
422 William Street
Williamsport, PA 17701
Fo,m oc-o6 ,-ev.10.13.06 Page 3 of 4
Estate of ANNETTE FREIDBERG ~ Settlor m Deceased
7. (a) A copy of the instrument creating the gift is attached hereto.
(b) If the gift is other than a pecuniary legacy which will be paid in full, there is attached
hereto:
(1) A copy of the Account, if one has been filed
(2) A copy of any other relevant documents
Very truly yours,
~,L,.- f i2_o
Signature
Christopher E. Rice 90916
Attorney's Name and Supreme Court /D. No.
10 East High Street
Attorney's Address
Carlisle, PA 17013
717-243-3341
Attorney's Telephone
Form OC-06 rev. 10.13.06 Page 4 of 4
PROOF OF SERVICE
I hereby certify that I am this day serving in the Estate of Annette Friedberg, Notice of
Charitable Gift, Petition for Adiudication, First and Final Account, Will, and Notice of Filin First
and Final Account and Petition for Adiudication/Statement of Proposed Distribution and Call for
Audit or Confirmation upon the person and in the manner indicated below which service satisfies
the requirements of Pa. R.A.P. 121:
Service by first class mail as follows:
Commonwealth of Pennsylvania
Office of Attorney General
Attention: Michael T. Foerster
Senior Deputy Attorney General
Charitable Trusts and Organizations Section
14`" Floor, Strawberry Square
Harrisburg, PA 17120
MARTSON LAW OFFICES
Christopher E. Rice, Esquire
Ten East High Street
Carlisle, PA 17013
(717) 243-3341
Attorneys for Estate of Annette Friedberg
Date: 7~/,~-~~ls
IN RE: ESTATE OF
ANNETTE FRIEDBERG
DECEASED, LATE OF
LOWER ALLEN TWP
CUMBERLAND COUNTY,
PENNSYLVANIA
IN THE COURT OF COMMON PLEAS OF
CUMBERLAND COUNTY, PENNSYLVANIA
ORPHANS' COURT DNISION
NO. 21-08-1089
NOTICE OF FILING FIRST AND FINAL ACCOUNT AND
PETITION FOR ADJUDICATION/STATEMENT OF PROPOSED DISTRIBUTION
AND CALL FOR AUDIT OR CONFIRMATION
NOTICE IS HEREBY GNEN that Maxwell Rentschler, Executor of the Estate of Annette Friedberg,
deceased, has this date filed the First and Final Account and Petition for Adiudication/Statement of Proposed
Distribution in the above-captioned Estate in the Office of the Clerk of the Orphans' Court in and for
Cumberland County, Pennsylvania, where the same is filed as public record and maybe inspected. A copy
of said Account and Petition as filed is enclosed.
YOU ARE FURTHERNOTIFIED that any exceptions or objections to said Account or Petition must
be filed in writing at the office of the Clerk of the Orphans' Court, Cumberland County Courthouse, Carlisle,
PA 17013, aforesaid prior to the confirmation of said Account and Statement of Proposed Distribution
scheduled as set forth below.
UNLESS written exceptions or objections are filed prior thereto, said Account will be presented to
the above-captioned Court in Court Room No. 1 of the Cumberland County Courthouse, Carlisle,
Pennsylvania, at 9:30 a.m. prevailing time, on Tuesday, August 24, 2010, at which time said Account will
be confirmed and distribution ordered in accordance with the Petition for Adjudication/Statement of
Proposed Distribution.
MARTSON LAW OFFICES
Date of Notice: July 14, 2010
NOTICES TO:
Maxwell Rentschler
30 Enck Drive
Boiling Springs, PA 17007
George Hughes Rentschler, III
2150 Oxford Drive
Pensacola, FL 32503
Sarah Travis
1116 Temple Ridge Court
Nashville, TN 37221
Christopher E. Rice, Esquire
10 East High Street
Carlisle, PA 17013
(717) 243-3341
Attorney for Estate of Annette Friedberg
Doctor Miller Training Center n/k/a
Hope Enterprises Foundation, Inc.
c/o Fred A. Holland, Esq.
422 William Street
Williamsport, PA 17701
Commonwealth of Pennsylvania
Office of Attorney General
Attention: Michael T. Foerster
Senior Deputy Attorney General
Charitable Trusts and Organizations Section
14`'' Floor, Strawberry Square
Harrisburg, PA 17120
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F.AFILESVClientsV 3221 FrieAbergVI3221.1.accounLformal2
IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PA
ORPHANS' COURT DIVISION
FILE NO. 21-08-1089
FIRST AND FINAL ACCOUNT OF MAXWELL RENTSHCLER,
ADMINISTRATOR/EXECUTOR OF THE ESTATE OF ANNETTE FREIDBERG,
LATE OF LOWER ALLEN TOWNSHIP
CUMBERLAND COUNTY, PENNSYLVANIA
Social Security Number:
Tax ID Number:
Date of Death:
Date of Incapacity, if any
Date of Executor's Appointment:
Letters Advertised:
Sentinel -
Cumberland Law Journal -
Accounting for the period:
172-38-8985
26-664050548
October 24, 2008
None
November 15, 2008
December 13, ZO & 27, 2008
December 12,19 & 26, 2008
October 24, 2008 -July 12, 2010
Purpose of the Account: MAXWELL RENTSCHLER, Executor, offers this account to
acquaint interested parties with the transactions that have occurred during the administration.
It is important that the Account be carefully examined. Requests for additional information
or questions or objections can be discussed with:
Christopher E. Rice, Esquire
MARTSON LAW OFFICES
10 East High Street
Carlisle, PA 17013
(717) 243-3341
Supreme Court No. 90916
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SUMMARY OF ACCOUNT
Page Fiduciary
No. Acquisition
Value
PRINCIPAL
Receipts 2 $ 130,157.82
Net Gains (Losses) on Disposition 0.00
130,157.82
Less Disbursements 2 & 3
Debts of Decedent $ -1,602.26
Funeral Expenses $ -3,112.03
Federal, State & Local Taxes $ -11,816.17
Fees and Commissions $ -23,126.36
2 -39,656.82
Total Disbursements
Balance Before Distributions
90,501.00
Distributions to Beneficiaries
4
-50,830.00
Principal Balance on Hand
39,671.00
INCOME
5 376.33
Receipts
Income transferred to principal
5
-376.33
Income Balance on Hand 5 0.00
COMBINED BALANCE ON HAND $ 39,671.00
PRINCIPAL RECEIPTS
Citizens Bank checking 4385
$ 4,429.76
17,809.67
Citizens Bank CD 4172
69.12
PNC Bank checking 4003
47,162.46
PNC Bank CD 6096
First Keystone National Bank CD 5136
11,701.04
40,078.04
Wachovia Bank, CD 3175
-2-
Wachovia Bank, checking 7766 5,525.13
Wachovia Bank, CD 3175, interest received 92
128
prior to date of death, but not yet deposited .
Blue Cross of Northeastern PA, refund of premium 325.86
Alert Pharmacy Services, Inc., refund 66.59
Personal property, appraised value 1,130.00
Jewelry, actual sale value 470.00
The Woods at Cedar Run, refund 884.90
Income transferred to principal 376.33
TOTAL PRINCIPAL RECEIPTS: 130,157.82
PRINCIPAL DISBURSEMENTS
DEBTS OF DECEDENT
11/25/08 West Shore EMS 108.07
271.12
11/25/08 Alert Pharmacy
11/25/08 United Church of Christ Homes 490.78
12/30/08 Millennium Pharmacy Systems, East
69.90
01/06/09 Ibis Appraisal Services, appraisal fee
60.00
01/23/09 Mountz Jewelers, appraisal fee
325.00
01/23/09 Goin' Postal, specific bequests shipping fees
158.63
23.36
01/29/09 Verizon
07/01/09 Advantage Medical Transport, Inc.
95.40
1,602.26
Total
FUNERAL EXPENSES
1,865.00
11/25/08 Hoffinan-Roth Funeral Home
04/23/09 Maxwell Rentschler, reimbursement of costs to 1,247.03
disburse ashes per Decedent's wishes
3,112.03
Total
-3-
FEDERAL STATE & LOCAL TAXES
01/21/09 Register of Wills, Agent, Inheritance Tax due 7,243.27
12/17/09 Register of Wills, Agent, additional Inheritance 4.572.90
Tax due
11,816.17
Total
FEES AND COMMISSIONS
11/09/09 Martson Law Offices, partial attorneys' fees 6,000.00
11/09/09 Martson Law Offices, disbursements to date: 525.94
Probate fee: 264.00
Short Certificates: 8.00
Advertising Letters: 233.62
Postage: 5.32
Copies: 15.00
11/09/09 Maxwell Rentscher, partial Executor's 3,675.00
commission
Reserved: Maxwell Rentschler, balance of Executor's 3,675.00
commission
Reserved: Martson Law Offices, balance of attorneys' fees 9,000.00
Reserved: Martson Law Offices, additional disbursements
250.42
Additional Probate fee 50.00
PA Department of Revenue,
Interest and Penalty 20.42
Filing Fee, Account 180.00
23.126.36
Total
TOTAL PRINCIPAL DISBURSEMENTS: 39,656.82
PRINCIPAL DISTRIBUTIONS TO BENEFICIARIES
$ 50,000.00
To: Maxwell Rentschler, in satisfaction of gift under Item
Second of Will:
In Kind: desk ($300) and jewelry ($450): 750.00
Cash: 49.250.00
To: George Hughes Rentschler, III, in satisfaction of gift under Item Third 605.00
of Will:
225.00
To: Sarah Travis, in satisfaction of gift under Item Fourth of Will:
TOTAL PRINCIPAL DISTRIBUTIONS TO BENEFICIARIES $ 50,830.00
-4-
RECEIPTS OF INCOME
PNC Bank, CD 6096, interest through closing $ 24.70
Citizens Bank, checking 4385, interest through closing 0.82
Citizens Bank, CD 4172, interest through closing 118.12
First Keystone National Bank, CD 5136, interest through closing 92.02
Wachovia Bank, CD 3175, interest through closing 140.45
Wachovia Bank, checking, interest through closing 0.22
TOTAL RECEIPTS OF INCOME $ 376.33
DISBURSEMENTS OF INCOME
Income transferred to principal 376.33
TOTAL DISBURSEMENTS OF INCOME $ 376.33
DISTRIBUTIONS OF INCOME TO BENEFICIARIES
$ 0.00
None
TOTAL DISBURSEMENTS OF INCOME TO BENEFICIARIES $ 0.00
INCOME BALANCE ON HAND
TOTAL INCOME BALANCE ON HAND $ 0.00
M well Rentschler, Executor of the
Estate of Annette Friedberg, Deceased
-5-
VERIFICATION
I, Maxwell Rentschler, Executor of the Estate of Annette Friedberg, 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 and correct and fully discloses all significant transactions
occurring during the accounting period; that all known claims against the Estate have been paid in
full; that, to his knowledge, there are no claims outstanding against the Estate; that all taxes presently
due from the Estate have been paid; and that the grant of Letters Testamentary and the first complete
advertisement thereof occurred more than four months before the filing of the foregoing First and
Final Account.
This statement is made subject to penalties of 18 Pa. C.S.A. Section 4904 relating to unsworn
falsification to authorities.
Maxwell Rentschler, Executor
Dated: ~~~'~l~d
-6-
SCHEDULE OF PROPOSED DISTRIBUTION
I, Maxwell Rentshcler, Executor of the Last Will and Testament of Annette Freidberg,
deceased, proposes to distribute the balance in his hands, to wit: $39,671.00, in accordance with the
said Last Will and Testament as heretofore filed in the Office of the Register of Wills of Cumberland
County, Pennsylvania, as follows:
TO: The Doctor Miller Training Center
k/n/a Hope Enterprises Foundation, Inc.,
per Item Sixth of said Will: $ 39,671.00
Cash:
TOTAL BALANCE FOR DISTRIBUTION $ 39,671.00
STATEMENT OF THE REASONS FOR THE PROPOSED DISTRIBUTION
The above distribution is proposed in accordance with the Last Will and Testament of
Annette Friedberg.
Maxwell Rentschler, Executor
Sworn and su ribed to before me this /~ ~ L
day of ~~~ '
~~w o
Notary Public
COMMONWEALTH OF PENNSYLVANIA
NOTARIAL SEAL
Victoria L. CKto, Notary Public
Carlisle 6orou~h, Cumberland County
My commission ex fires December 20, 2010
-7-
BEFORE THE REGISTER OF WILLS OF
CU1~IBERLAND COUNTY, PENNSYLVANIA
ESTATE OF ANNETTE FRIEDBERG,
DECEASED
NO 21-08-1089
DECREE OF THE REGISTER OF WILLS
AND NOW, this 14th day of November, 2008, upon review of the original Will of Annette
Friedberg, submitted for probate on November 5, 2008, which original Will contained numerous
deletions and interlineations, as well as upon review of a Copy Fair of the Will of Annette Friedberg,
filed on November 5, 2008, the Register of Wills finds the following with regard to the Estate of Annette
Friedberg and renders the following decision:
IT IS DECREED that the First, Third, Fourth, Fifth, Sixth and Seventh Items as presented in the
Copy Fair of the Will, which items are identical to those contained within the original Will of Annette
Friedberg shall be admitted to probate. The Second Item shall be admitted to probate without the words
"equally" and "Adrianna Hepper" and as presented in the Copy Fair. The handwritten words appearing
at the bottom of the first page of the document are also admitted to probate as they are signed by the
testator.
IT IS FURTHER DECREED that the handwritten words appearing at the bottom on the second
page are not admitted to probate as they appear after the signature of the testator.
IT IS FURTHER DECREED that Letters Testamentary shall be issued to Maxwell Rentschler.
Maxwell Rentschler shall have all the rights and duties of a fiduciary under the laws of Pennsylvania
and shall proceed with the administration of this estate according to law.
~< ~- -~
7 ~
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~ ~ - Glenda Farner Strasbaugh, Registe Wills
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ORPHANS' COURT DIVISION
COURT OF COMMON PLEAS OF
In Re: ESTATE ANNETTE FRIEDBERG, CUMBERLAND COUNTY
DECEASED PENNSYLVANIA
NO. 21-08-1089
CERTIFICATE OF SERVICE OF ORDER
ORDER DATE: 11/1
JUDGE'S INITIALS:
TIME STAMP DATE: 1
IN RE: DECREE OF THE REGISTER OF WILLS
SERVICE TO: CHRISTOPHER RICE ES
METHOD OF MAILING:
^ USPS
^ RR-R
® HAND DELIVERED
^ OTHER
ENVELOPES PROVIDED BY:
^ PETITIONER
^ JUDGE
^ CLERK OF ORPHANS COURT
MAILED : 11 / 14/08
SERVICE TO:
METHOD OF MAILING:
ENVELOPES PROVIDED BY:
^ USPS
^ RRR
^ HAND DELIVERED
^ OTHER
MAILED:
^ PETITIONER
^ JUDGE
^ CLERK OF ORPHANS COURT
l
Deputy
Clerk of Orphans' Court
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,~~ ~~~ -t'~ill ~n~ C~'E~x~mPnt
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'! IT REMEMBERED, that I, ANNETTE FRIEDBERG, of Kingston, Luzerne
it BE ~
i County, Pennsylvania, being of sound mind, memory and understanding, do make,
4
,'~r publish and declare this to be my Last Will and Testament, hereby revoking all wills '~
Ir
i and codicils previously made, to wit: ~
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I FIRST: I direct that the payment of my funeral expenses, and any other just
i
I debts and obligations be made as soon as possible. ~
SECOND: I give, devise and bequeath, to John W. Charest, the sum of Fifty
~ Thousand ($50,000.00) Dollars and any and all residences which I own, together with }
the contents thereof. If John W. Charest does not survive me, I give, devise and
i
bequeath my residences, the contents thereof, and a total of Fifty Thousand
($50,000.00) Dollars, egr~ty, to Maxwell Rentschler and ~ t~~~~~ ~~.~ ,,
THIRD: I give and bequeath to George Hughes Rentschler III, his great, ` ~ ~.
I
great, great grandmother, Susac', Elizabeth cttie Hughes, silk and velvet crazy quilt ,'
F {
and family cut glass.
`' FOURTH: I give and bequeath to Sarah Travis, her great grandmother, Edna ~
F
l Hughes Rentschler's, Lennox china dishes.
.i FIFTH: I give and bequeath to Cathy Rentschler, her great grandmother,
I
Edna Hughes Rentschler's aquamarine and gold leaf circle pin and earrings.
SIXTH: I give the rest of my estate, of whatever nature and wherever I
situate, to the Doctor Miller Training Center at 1536 Catherine Street, Williamsport,
~~
Pennsylvania, in memory of my daughter, Becky English, who taught at that facility. '~'~
SEVENTH: I hereby n:%'~zinate a:i:a appoint John W. Charest, Executor, of {
''F this my Last Will and of my estate without the necessity of posting a bond or any ';
I
j other form of security. In the event that John W. Charest is unable to serve in this
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capacity, I then appoint Maxwell Rentschler, Executor, of this my Last Will and of my
estate without the necessity of posting a bond or any other form of security. It is
my expressed wish, desire and direction that the Executor take the commission to
which he is entitled for his services.
IN WITNESS WHEREOF, I have, to this my Last Will and Testament, hereunto
set my hand and seal this 14th day of July A.D. One Thousand Nine Hundred and
Ninety-seven (1997).
,r,A \ r~au"r`"''"""~ (SEAL)
Annette Friedberg
the da and
We, the undersigned, do hereby certify that Annette Friedberg, y
date hereof, in our presence, we being in the presence of each other, signed, sealed,
published and declared the above instrument as and to be her Last Will and
Testament, and that we, on the same occasion, at her request and in her presence,
being in the presence of each other, have hereunto signed our names as witnesses.
Nle do hereby f;.~rther certify t gat the said Anra:te Friedberg, on this occasion, as we
verily believe, is of sound and disposing mind and memory.
Witnes
Witness
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Fr,FILES~Clients~13221 Friedberg\13221.1.copyfair.will N
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LAST WILL AND TESTAMENT ,~, ~ ° { r;. '.
"COPY FAIR" ~ _a
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BE IT REMEMBERED, that I, ANNETTE FRIEDBERG, of Kingstoreerne ~unt~. ~>
Pennsylvania, being of sound mind, memory and understanding, do make, publi~ and decl~e this
to be my Last Will and Testament, hereby revoking all wills and codicils previously made, to wit:
FIRST: I direct that the payment of my funeral expenses, and any other just debts and
obligations be made as soon as possible.
SECOND: I give, devise and bequeath, to John W. Charest, the sum of Fifty Thousand
($50,000.00) Dollars and any and all residences which I own, together with the contents thereof. If
John W. Charest does not survive me, I give, devise and bequeath my residences, the contents
thereof, and a total of Fifty Thousand ($50,000.00) Dollars, to Maxwell Rentschler.
THIRD: I give and bequeath to George Hughes Rentschler III, his great, great, great
grandmother, Susan Elizabeth Ettle Hughes', silk and velvet crazy quilt and family cut glass.
FOURTH: I give and bequeath to Sarah Travis, her great grandmother, Edna Hughes
Rentschler's, Lennox china dishes.
FIFTH: I give and bequeath to Cathy Rentschler, her great grandmother, Edna Hughes
Rentschler's aquamarine and gold-leaf circle pin and earrings.
SIXTH: I give the rest of my estate, of whatever nature and wherever situate, to the Doctor
Miller Training Center at 1536 Catherine Street, Williamsport, Pennsylvanin, in memory of my
daughter, Becky English, who taught at that facility.
SEVENTH: I hereby nominate and appoint John W. Charest, Executor, of this my Last Will
and of my estate without the necessity of posting a bond or any other form of security. In the event
that John W. Charest is unable to serve in this capacity, I then appoint Maxwell Rentschler,
Executor, of this my Last Will and of my estate without the necessity of posting a bond or any other
form of security. It is my expressed wish, desire and direction that the Executor take the commission
to which he is entitled for his services.
IN WITNESS WHEREOF, I have, to this my Last Will and Testament, hereunto set my hand
and seal this 14th day of July A.D. One Thousand Nine Hundred and Ninety-seven (1997).
s/ Annette Friedber (SEALI
Annette Friedberg
1
We, the undersigned, do hereby certify that eAnnS tteed~sealed,~publs hed and declared the
our presence, we being in the presence of each oth gn
above instrument as and to be hr last Will and Testamen~oand ted o names as witnesses.nWe do
request and in her presence of each other, have he ~
hereby further certify that the said Annette Friedberg, on this occasion, as we verily beieve, is of
sound and disposing mind and memory.
/s/ Frank J. Toole
Witness
/s/ Maril Lulu
Witness
2