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Home My WebLink About07-21-10 DECEDENT'S ESTATE n', COURT OF COMMON PLEAS OF (!~ COUNTY, PENNSYLVANIA ORPHANS' COURT DIVISION ESTATE OF ,_ ~- C ~, DECEASED PETITION FOR ADJUDICATION / STATEMENT OF PROPOSED DISTRIBUTION PURSUANT TO Pa. O.C. Rule 6.9 N O I' ~~ ` ' ' C ~ S~r ? ~ = 1 r? ~J C ~ N y f~"" i"t-1 .,~ ~; -~~ , c,~:~ ~ ~ :, N _ ~_ ~'Ti P ..,yG ~ This form may be used in all cases involving the Audit of the Account of a Decedent's state. If space is insufficient, riders may be attached. Attach the spouse's election, if arty; tl~e 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: Supreme Court I.D. No.: Name of T.aw Firn,• Address J. l,U~~e Telepho~ Q Fax:_ ( ~ L -"1 ~ ~~ ~ -' ~ ~ ~ S' FormOC-ol rev, /0./3.06 Pag~ 1 of 10 I S~ PROOF OF PUBLICATION OF NOTICE IN CUMBERLAND LAW JOURNAL (Under Act No. 587, approved May 16, 1929), P. L.1784 COMMONWEALTH OF PENNSYLVAI~IIA COUNTY OF CUMBERLAND ss. Lisa Marie Coyne, Esg7nire, Editor of the Cumberland Law Journal, of thee. C State aforesaid, being duly sworn, according to law, deposes and says that the Comb 1 Journal, a legal periodical published in the Borough of Carlisle in the County and S~tat was established January 2, ,1952, and designated by the local courts as the official leg periodical for the publication of all legal notices, and has, since January 2, 1952, been 1'1 issued weekly in the said County, and that the printed potice or publication attached h exactly the same as was printed in the regular editiolas and issues of the said Cumberl Journal on the following dates, '~ viz: March 6, March 13, and March 20. 2009 Affiant further deposes that he is authorized to verify this statement by the Law Journal, a legal periodical of general circulation, and that he is not interested irl matter of the aforesaid notice or advertisement, and that all allegations in the foregoi statements as to time, place and character of publication are true. Editor SWORN TO AND SUBSCRIBED before unty and and Law aforesaid, o is Law subject this 20 day of March, 2009 Notary 1[oCrea, lfaty H., deed. Late of Lower Mi~in Townstup. ~~~ Executor. Andrew M. McCrea c/o NO'~EAL SN1yJ. Winder, Enquire, P.O. Box DEBORAH A COLLINS 341, Newvi7le, PA 17241. Attorney: Sally J. Winder, En- Notary P' btic quire, P.O. Box 341, Newvi7le, PA CARLISLE BORO, CUM ERLAND COUNN My Commission Expi es Apr 28, 207 0 17241. Proof of Publication of Notice in THE VALLEY TIMES-STAR COUNTY OF CUMBERLAND SALLY J. WINDER, ESQUIRE/ESTA't'E NOTICE. COMMONWEALTH OF PENNSYLVANIA Larry J. Werner II, being duly sworn according to law, deposes and says that he is the Sales of "The Valley Times-Star" which is a weekly newspaper of general circulation published it Shippensburg Township, Cumberland County, Pennsylvania, by Latrobe Printing and Publis Company, a corporation duly organized and existing under the laws of the Commonwealth c Pennsylvania having its principal place of business at 1011 Ritner Highway (P.O. Box 100), Shippensburg, Pennsylvania; that she is authorized to and does make this affidavit on its beh that the printed notice, advertisement of publication attached hereto is the same as was prints in the regular editions and issues of "The Valley Times-Star" on the following date(s): February 25, & March 4 & 11.2009 Aff3ant further deposes that neither he nor "The Valley Times-Star" and The Latrobe Printing and Publishing Company have any interest in the subject matters of the aforesaid notice or advertisement, and that the facts set forth in the f going affidavit is true and correct. Sworn and subscri be re me this ~_Day of ,2009 COMMONWEALTH OF PENNS7iVANlA N~arial Seal Lisa Daum Shankle, Notary PubNc Bedford Boro, Bedford County My Commission F_xpines Feb. 21, 2012 Member. Pennsvh~ania Ass~x:iation d Notaries ~~ L/I f~Ct... ~ ) ~G(.fl ~~ Notary Public To: "The Valley Times-Star" Shippensburg, PA 17257 For publishing the notice attached hereto: Copy of Notice of -_ :.. ~_ Let~ltilt ~l~y "fit tl>a I~b of twtary H. McCrea, iate of Lower Min Townahtp, deee4erd have bey greened ~ the tm- dersigned. All persona knop the'nrselvea b be indebted to saki Est yytlf ,P.aY.e~atibte114 ~d..those havt~g dekria wiN preeer~t them for at~errient to: A-tdre4v ~1. McCrea,., do SaNy J. Wktder, Rd. t?ox sat ~ , Newvige, PA 172x1 ADV YTS '8fi=4+~ilAflCFtd;! 11, On the stated date(s) ..............$ 50.25 \Affidavit ..........................$ 5.00 Total .............................. $ 55.25 Estate of !' ~(,l'~ 1~~ / 1~ 1,~ ~~ ,Deceased 3. Was decedent survived by a spouse? ............................. 0 Ye~ ~o If yes, name of the surviving spouse: '' 4. Has the surviving spouse filed to take an elective share? ............. ^ Ye~ ~No (See Section 2201 et s,~. 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 o~r surviving issue of deceased children (f none, so state): 6. Did decedent marry after execution of Will or Codicil(s)? ............ ^ Yesl ~10 Were any children born to decedent after execution of I / __ Will or Codicil(s)? ........................................... ^ Yesj L~1o If yes, give names and dates of birth: Name: 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? ................... . Form OC-01 rev. 10.13.06 ~/ ~ .......... ^ Yes!, ^ No Pag~ 3 of 10 Estate of ~~ ~~~~- ,Deceased 8. Written notice of the Audit as required by Pa. O.C. Rules 6.3, 6.7 and 6.8 has be ~ n or will be given to all parties in interest listed in item 9 below, all unpaid creditors and 11 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 perso s affected thereby. A. If Notice has been given, attach a copy of the Notice as well as a list oft a 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 na es and addresses of the parties receiving such Notice shall be submitted at the A dit together with a statement executed by a Petitioner or counsel certifying at such notice has been given. C. If any person entitled to Notice is not sui juris (e.g., minors or incapacita d 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 willlalso be given to the Attorney General as required under Pa. O.C. Rule 5.5. In ad ition, the Attorney General's clearance certificate (or proof of service of Notic 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 no~l ice or knowledge, having or claiming any interest in the estate as beneficiaries under th Will or Codicil(s~)~or as i/n~testate heirs if there is a co plete or partial intestacy: i AS~tate each"party's relations ip to the decedent and the nature of each pa~it,'s ' ` interest(s): Form OC-01 REV-1513 EX+ (il-0a) ~~. scHEOUCE ~ ~~~ MARY H. MCCREA 21 161 m m oeceoerr oR SHARE NIN~ER MAM1: AND ADDRESS OF RE®VING PROPERTY Da Nat flat Tisalaa(a) ' OF t'Si7C1'E i TAXABLE (Lidude oubipht spousal dNtrAulionc and lransters uMer Sec. 9116 (a) (1.2).) 11. (~RISTOPHER D. BERB.LA, 31 W. MAM SL, NEWVILLE, PA 17241 GRANDSON ~~ MBTSTOCK 12. ISABB.LA OACCREA, 70 MOCRFA RD., t~VVHILLE, PA 17241 GT-GRANDAUGHTER '' X5000.00 13. (COURTNEY DAVIDSON,149 REGATTA iN, STANSBURY PK UT GT-GRAI~/U)GHTER I 65000.00 i4. NERRICK DAVIDSON,149 REGJ~TTA LN, STANSBlA7Y PK UT GT-(~iAt~SON ', 55000.00 15. OANIB. d KATORA, 22B PII~ RD, Mf HOLLY SPGS, PA 17065 GT-GRANDS(MI 55000.00 i 16. DYLAN M. MADORSi(Y, i33 S. Pi1T ST, CARIJ.SLE, PA 17013 GT-GRANDSON II $5000.00 e~rtet DOLLAR ANOtNfiS FOR o~ueoNS sitorwi ABOVE oN LByES 15 TtNtOlK,1i 18 OF ~v-15oo Dover sir, ~s NoN-TJtx~etE D(STRYUTioMS: A. SPOUSAL DLSTIttBIlIIDIIS tN~Det SBCiION 9113 RDIt YYFiKiI AN eerflON 10 TAX IS N01' TAKEiI 1. B. CHARITABLE AND f~OAL D15IR1BllTlONS 1. TOTAL Ote t•AR{T II - ENTER'liOfAl NON-TAXASt1: DISiRiNUTIONS ON LUG 13 OF REY 1500 OOVEit SHAT.'; ~, If more speoe B needed, Inset addlBoipt sheets of the same sine. aEUisia Qc+ (~i-oil „~ ~~~~~ J ~ ARIES ..r....~.,.- DIARY H. IIACCRE~q M~ ww~NO ~oo~e~ of ~ecavws Nto~r w oect~ttr TAXABLE OIS1RlUtNN~ I~drde ~~Nmwf d~Womr aed tren~fera unAer Sbc 9126 {~) (L~,j 1. AMRY JANE SPIN 209 LO(; CABM fiD.. I~IY1Al1,E, PA 17x41 QAt-pFli'Bt ~' UlC1f ~ 31 W. MMI ST., PA 17241 p 3. ANDREW il. MOC~I1.150 QYPS'Y RUN RQ. NE1lIRIILI,F~ PA 17241 ~N 4. MOR~W ~ . 20~ t00 CABIN IIQ;1~'MWILI.E~ PA 17241 QRMIQBOH 5- B. ~STIE KATORA~ 228 PNE RD, MT. HOLLY SPGS. PA 17086 GRAR 8. K M~#A6' . 8190 CT« CARI.I9LF, PA 17013 GRMl~At1GF118t 7 E' ' ~ ~REA ~o NE1MAl.LE~ PA 17~h (iRA11D90N 8. ANNE M, QA1ID81~I, 148 REt~11TfA LN, S'fANS81NrY PK t1F 8074 GRANQAtlGH'113t 9. ElkitA C. 1~ QYpgY RBI RQ. NBIYVAL~ PA 17241 ORAI~QAtJOH1E'R 10. IU-TINtYN B~,A, 31$. PRT ST., C.11RI,1~,E, PA 170'1$ ORANQIIIJ01'f IER EN16t DOlI/IR As~O1MI5 Ft9t O SitOMltl ABOVE ON LIIIeS 351tM1gl6ti ld OF N°.M~L'Np CnHER S~ AS n ~, ~7~1111Dt6: ~ ~~ X16 tR~9t 56C71DN 9113 fOR 1NiB:11 AN t3.t~ 70'pUt 1S ig7'TAKBt 1. B. CHNt!'IAet,E AND 60y99N~• O 1. '~OTAI.OF /~AR1' II - ENS 70iA1 NON-TIU(A~ ~ ON L8E 13 AF ~umnn rti,.~. ~.,~ SEEVNLL 3EEWILL SEEVIIILL Md~T3TOCK M3T870CK IIA~Y81"OCK MdoTSTOCK Md~TB'1'~OC1( M8e1'STOCK _...... Lf sae ~ b ~~ hrirt adNllanet sheers of the same etas. Estate of , deceased Name 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 h~w each Guardian was appointed. If no Guardian has been appointed, identify th next of kin of such party, giving the name, address and relationship of each. ~- ~~ ~! C. State why a Petition for Guardian/Trustee Ad Litem has or has not been f led for this Audit (see Pa. O.C. Rule 12.4). .~ ~~ D. If distribution is to be made to the personal representative of a deceased arty, state date of death, date and place of grant of Letters and type of Letters ranted. !~ Form OC-0/ rev. 10.13.06 I~ Pa e5of10 Estate of hJeceased 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 I 'll Ctaim Admitted? B Paid In Full? 0 Yes '^ ~ Ies ^ No ^ X10 ^ Yes 0 es ^ No ^ ~lo ^ Yes D es ^ No ^ o ^ Yes ^ es ~ ^ No O o If the estate is insolvent, attach a schedule setting forth the order of preference under 20 Pa.C.S. § 3392 and the proposed payments. 11. Was family exemption claimed? ................................ ^ Yes Was family exemption allowed? ................................ ^ Yesj I~To Family exemption claimant's name and relationship: Name: Relationship: Form OC-01 rev. 10.13.06 Pag~ 6 of 10 Estate of Deceased 12. The amount of Pennsylvania Transfer Inheritance Tax and additional Pennsyly is Estate Tax paid, the date(s) of payment(s), and the interest(s) upon which paid, are as f llows: Date 1~ v Payment .z~~ ~. ~ 11 6 7 Interest 13. On the date of death, was the decedent a fiduciary (personal representative, trustee, guardian, agent under power of attorne or suret on the bond of a fiducia ~ ................... ~ I~lo Y) Y ry . ^ Yes If yes, provide the name of the estate, indicate whether an account has been fi ed and confirmed absolutely and all awards performed, or, in the alternative, how thq~ decedent's estate will be discharged for the decedent's fiduciary administratidn of the estate. 14. A. Describe in detail any questions requiring adjudication and state the position c~f the Petitioner(s) as to each question: ~ ~h~ B. Has notice of the question requiring adjudication been given ~, to the parties identified in Paragraph 9 above? .................. ^ Yes I ^ No 15. If Petitioner(s) has/have knowledge that a share has been assigned, renounced, di claimed or attached, provide a copy of the assignment, renunciation, disclaimer or attach nt, together with any relevant supporting documentation. Form OC-01 rev. 10.13.06 ~~~ Pag~ 7 of 10 I i l- Estate of y/(.Olir'l.V ~cf' ~7'LG ~Q~ , deceased 16. Had the decedent been adjudicated an incapacitated person? .......... ^ Ye ~to If yes, attach a copy of the Order if available; otherwise state the Court, tE ,number, date, and name of Hearing Judge. 17. A. List or attach a separate list of additional receipts and disbursements since th closing date of the Account. B. Has notice of the additional receipts and disbursements been given to the parties identified in Paragraph 9 above? ............. ^'Ye ~No 18. If a reserve is requested, state amount and purpose. i Purpose: I 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? .......................... es,i ^ No As to real estate only? ........................................ ^ Yes o ii Form OGOI rev. 10.13.06 Pag~ 8 of 10 _. _. Estate of / y~~~V'7/~ ~ ~ CC~~, ,Deceased Wherefore, your Petitioner(s) ask(s) that distribution be awarded to the parties en itled and suggest(s) that the distributive shares of income and principal (residuary shares bein stated in proportions, not amounts) are as follows: A. Income: Proposed Distrrbutee(s) c~Cs ~t ~ln Gt ~l.~~/~-- B. Principal: Proposed Distrtbutee(s) ~~ ~ Iry~u f~ a~iy ~i~ ~v Form OC-01 rev. 10.13.06 Amount/Proportion AmoundProportion Submitted By: (All petitioners must sign. Add additional lines if necessary): N e of Peti oner: /! ~j~, / _ G ~] py~C"'~ ~y GS(~ (JII'I Name of Petitioner: Page 9 of 10 I _l _ Estate of / l lll~'Iii- 1'1 V V Gc~~ ,Deceased n Verification of Petitioner (Verification must be by at least one petitioner.) The undersigned hereby verifies * [that he~she IS rule of the above-named rmme ojcorpora~ion 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 nfa~nnation of others, the Petitioner, after diligent inquiry, believes them to be true; and that any fals~ statements herein are made subject to the penalties of 18 Pa.C.S. § 4904 (relating to unsvjrorn falsification to authorities). ', Signature of Petitioner * 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 Petiti n authorized by the Supreme Court, and that no changes to the form have been made beyond the responses herein. /~~ ~~~~~' Signature of C nsel for Petitioner Form oc-ol rev. /0.13.06 Page ~ 0 of 10 T IN THE COURT OF COMMON PLEAS OF CUMBERLAND C~NTY PENNSI~LVANUI ORPHANS' .COURT D11/ISION FItE NO.21-09-]~1 i'+J III p O ~ I L f~:L7 C FIRST AND FINAL ACCOUNT OF ~ ~. rv ANDREW M. MCCREA, EXECUTOR `y' ~ '~ OF THE ESTATE OF MARY H. MCCREA, DECEASED ~ ~ ~~ ~ ~-{ tU C! Date of Death: February 1D, .2009 ', Date of Executor's Appointment: February 18, 2009 I Date of first Advertisement of Letters: March 6, 2009 ~I Purpose of Account: The Executor offers this account to acquaint interested parties wi~h the transactions that have occurred during his administration. I The account also indicates the proposed distribution of the estate. It is important that the account be carefully examined. Requests for additional infortna~tion or questions or objections can be discussed with: I, Andrew M. McCrea 150 Gypsy Run Road Newville, PA 17241 Sally J. Winder, Esq. P.O. Box 341 Newville, PA 17241 (717) 7761245 Court ID No. 24705 1 ~~2~, y~9. go S'r'i {,.~ C:~~~ ;-~ _.; , . _ :' ~:'3 t ~~~ f T"f c;.%) ~'J ,; IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY In Re: Orphans Court Division Estate of Mary H. McCrea Late of Lower Mifflin Township Cumberland County, PA, Deceased FIRST AND FINAL ACCOUNT OF ANDREW M. MCCREA, EXECUTOR OF THE .ESTATE OF MARY H. MCCREA, LATE OF LOWER MIFFLIN TOWNSHIP CUMBERLAND COUNTY, PENNSYLVANIA CERTIFICATE OF CLERK '~ The above account was filed . adve ised . according to law, and is presented herewith tb t~l a Court of Common Pleas, Orphans Court Division for Confirmation. Date: '' Clerk ORDER OF COURT No exceptions or objections having been filed o the Account or to the proposed Schedule of Distribution, the within Account and Schedule f Distribution are confirmed and distribution directed in accordance with the Schedule o Distribution. By the Court, 1. 2 PRINCIPAL RECEIPTS Date of Death values: Cash: Cash on hand, in possession of decedent F&M Bank, checking account no. 33-06305 F&M Bank, certificate of deposit 015-2986150 F&M Bank, certificate of .deposit 015-2990235 F&M Bank, certificate of deposit 015-2001715 M&T Bank, certificate of deposit 31003915939127 Sovereign Bank, certificate of deposit 2895384044 Sovereign Bank, certificate of deposit 3385156553 PNC Bank, certificate of deposit 31100254845 PNC Bank, certificate of deposit 31400265436 PNC Bank, checking account 5140409804 Real Estate: Real estate located in North Newton Township, Cumberland County, Pennsylvania, tax parcel30-07-0484-006, sold 8/14/09, Total sales price Stocks and Bonds: SYSCO, 521.143 shares, date of death value M&T Bank, 1080 shares, date of death value Wachovia Securities, Investment account, date of death value F&M Trust investment acct 30555800, date of death value Personal property: Proceeds from sale of personal property August 7, 2009 Personal property retained in kind by beneficiaries Principal Receipts: Total $725.95 $25,466.14 $25,000.QO $10,000.00 $30,000.00 $25,000.00 $25,000.00 $15,000.00 $10,446.35 $25,005.11 $8,350.78' $54,500.00 $11,910.30 $36,201.60 $23,503.94 $238,098.63 $34,256.40 ~I $23,194.00 $621,659.20 3 Net Gain or Loss On Sale or Disposition, as of May 31, 2010: SYSCO, net value at liquidation $12,188.46, net gain +$27(8.16 M&T Bank, shares distributed in kind at date of death value No gain or loss 0 N. Newton property sale 8/09 date of death value $54,500.00 Net proceeds $53,949.98 -$55~J.02 F&M Trust, Investment Trust date of death value $238,098.63 ! Net value at liquidation 10/08/09, $231,114.92, net loss -$'6,83.71 Receipts of Income Interest Income for 2009 +$4, 76.00 Dividend Income for 2009 +$6, 53.00 Miscellaneous receipts +$2, 47.17 Tota) net gain to Principal Receipts and Income +$6, 120.60 Carry forward Principal Receipts $621,659.20 I!, Plus Net gain of principal plus income + 6,320.60 !, Total Present Principal Receipts plus Income $627,979.80 RECAPITULATION OF PRESENT VALUES ' Total Principal Receipts plus Income $627,979.80 '~, Less: total expenses paid in the Estate - 75,956.24 ', Less: total distributions in cash and in kind -84,395.60 Balance for Distribution to residuary beneficiaries $467,627.96 III 4 ~ __ CHANGES tN PRINCIPAL HOLDINGS SYSCO, 521.143 shares, date of death value 521.143 shares sold, net proceeds from sale Net increase $11,910.30 $12,188.46 $278.16 M&T Bank, 1080 shares, date of death value $36,201.60 1080 shares distributed in kind per Will -$36,201:60 I~ Presently distributed and not held by the Estate -0- ', Wachovia Securities, Investment Account, date of death value $23,503.94 Wells Fargo, (formerly Wachovia Securities)12/31/09 balance $200,552.56 Net increase (includes interest income plus personal property sale ' proceeds plus net sale proceeds from sale of real estate) F&M Trust, Investment Trust, date of death value $238,098.63 I. Investment trust liquidated 10/08/09, net cash value $231,114.92 ', Net loss -$6,983.71 Real Estate in North Newton Township, sold August 2009 Sale price $54,500.00 Net sale proceeds (transferred to Wells Fargo Account) $53,949.98 Net costs -$550.02 RECEIPTS OF INCOME Interest income For 2009 $4,676.00 ', For 2010 (estimated) $1,200.00 Dividend income for 2009 $6,653.00 There was no dividend income in 2010 as the stock investments were liquidated in 2009 Miscellaneous receipts of refunds, rebate, patronage, and misc. cash $2,247.17 Total receipts of income $14,776.17 DISBURSEMENTS OF INCOME There have been no d+sbursements of Income by the Estate to beneficiaries or for any other expense or purpose. 5 FUNERAL EXPENSES, ADMiNiSTRATIVE COSTS, AND DEBTS OF DECEDENT Egger Funeral Home, funeral account, 2/10 Fellowship following funeral, food Carlisle Memorial Services, grave marker Sally J. Winder, Attorney commission Cumberland County Register of Wills, probate fees John McCrea, tax return preparation 2008 John McCrea, tax return preparation 2009 John McCrea, reserve for 2010 tax preparation F&M Trust, estate account check fee Joseph James Jewelers, jewelry appraisal News Chronicle, advertise Letters Testamentary Cumberland County Law Journal, advertise Letters Pa Department of Revenue, 2008 income tax due Pa Department of Revenue, 2009 income tax due Pa. Department of Revenue, additional 2008 tax due Pa Department of Revenue, Inheritance tax paid Linden Hall Antiques, appraisal of personal property George L. Ebener & Associates, real estate appraisal F&M Trust, trust account valuation fee F&M Trust, additional estate checks Carl Ocker, auctioneer fee JS Hardscape, labor and hauling Shelby Winter, 09-10 school tax Net costs on sale of N. Newton property FIC Card Services, account balance Graham Medical Clinic, outstanding balance Stoken Opthamology, outstanding balance Darlene Pittman, real estate taxes Graham Medical Clinic, outstanding account Carlisle Memorial Services, balance of acct William McCrea Reserve for 2010 Pa. income tax for the Estate Reserve for filing of account, fees to Register of Wills Reserve for filing for withdrawal/appointment of guardian TOTAL DISBURSEMENTS OF PRINCIPAL 6 I $?5,956.24 DISTRIBUTIONS OF PRINCIPAL TO BENEFICIARIES To: The grandchildren, M & T bank stock shares as gifted in ITEM III of the Wilt: Andrew J. Spencer, 135 shares of M&T Bank stock 8. Christie Katora,135 shares of M&T Bank stock K. Michael Spencer, 135 shares of M&T Bank stock j Andrew E. McCrea, 135 shares of M&T Bank stock Anne M. Davidson, 135 shares of M&T Bank stock j Emma C. McCrea, 135 shares of M&T Bank stock ~, Kathryn Berilla,135 shares of M&T Bank stock j Christopher D. Berilla,135 shares of M&T Bank stock ~i Total shares of M&T Bank stock owned by decedent: 1080 hares Total shares of M&T Bank stock distributed by Estate: 180 hares Date of death value of distributed shares $36, -3.60 i To: All great grandchildren, the sum of $5,000.00 each as gifted In ITEM IV of the Will: Isabella McCrea, distributed to Andrew E. McCrea, parent and natural guardian Courtney Davidson, distributed to Anne Davidson, parent and natural guardian Merrick Davidson, distributed to Anne Davidson, parent and natural guardian Daniel J. Katora, distributed to B. Christie Katora, parent and natural guardian Dylan M. Madorsky, distributed to Kathryn Berilla, parent and natural guardian To: Andrew M. McCrea, in kind Mary Jane Spencer, in kind Lucy M. Jansema, in kind To: Mary Jane Spencer, per Memorandum, +n kind Andrew M. McCrea, per Memorandum, in kind Lucy M. Jansema, per Memorandum, in kind TOTAL DISTRIBUTIONS OF PRINCIPAL ASSETS AND CASH TO BENEFICIARIES 7 PROPOSED SCHEDULE OF DISTRIBUTION The Accountant proposes to distribute the net distributable Estate as follows: To: The grandchildren, M & T bank stock shares as gifted in ITEM III of the Will: Andrew J. Spencer, 135 shares of M&T Bank stock B. Christie Katora,135 shares of M&T Bank stock K. Michael Spencer, 135 shares of M&T Bank stock Andrew E. McCrea, 135 shares of M&T Bank stock Anne M. Davidson, 135 shares of M&T Bank stock Emma C. McCrea, 135 shares of M&T Bank stock Kathryn Berilla,135 shares of M&T Bank stock Christopher D. Berit1a,135 shares of M&T Bank stock Total shares of M&T Bank stock owned by decedent: Total shares of M&T Bank stock distributed by Estate: Date of death value of distributed shares To: All great grandchildren, the sum of $5,000.00 each as gifted In ITEM IV of the Will: Isabella McCrea, distributed to Andrew E. McCrea, parent and natural guardian Courtney Davidson, distributed to Anne Davidson, parent and natural guardian Merrick Davidson, distributed to Anne Davidson, parent and natural guardian Daniel J. Katora, distributed to B. Christie Katora, parent and natural guardian Dylan M. Madorsky, distributed to Kathryn Berilla, parent and natural guardian To: Andrew M. McCrea, Lucy M. Jansema, and Mary Jane Spencer, as set €orth in ITEM II and ITEM VII of the Will: To: Andrew M. McCrea, in kind Mary Jane Spencer, in kind Lucy M. Jansema, in kind To: Mary Jane Spencer, per Memorandum, in kind Andrew M. McCrea, per Memorandum, in kind Lucy M. Jansema, per Memorandum, in kind To: Andrew M. McCrea, in cash, as residuary beneficiary Mary Jane Spencer, in cash, as residuary beneficiary* Lucy M. Jansema, in cash, as residuary beneficiary, to be distributed per the Will as noted below* TOTAL DISTRIBUTIONS OF PRINCIPAL ASSETS AND CASH TO BENEFICIARIES 10801 shares 1080~shares $36, 01.60 $~, ~ $S, .00 $5, .00 $5, .00 $5, .00 $3,9>~3.00 $1, 5.00 $7,3 1.00 $1,7 0.00 $4,7 .00 $3,4 5.00 $]'~56 967.32 $~35 845.32 $~74 815.32 $552023.56 8 Note: The residuary share of Lucy M. Jansema is to be distributed in accordance with the provisions of Item VII of the Last Will and Testament of Mary H. McCrea, such that ten percent of the distributable share be paid to Lucy M. Jansema upon Confirmation of this Account and Schedule of Distributtion and the balance to be distributed to an annuity account the terms of which shah pay the balance of the funds over the next nine years provided that the beneficiary, Lucy M. Jansema, may file a pet~ion for distribution of the balance based upon a showing that she has begun to receive Social Securi benefits in accordance with the terms of the Last Will and Testament of Mary H. McCrea. These funds ire to be held by a financial institution in an annuity as per the Petition to Withdraw as Trustee and Gu~rdian as filed by the Executor in this Estate and determined by further Order of this Court. The residuary share of Mary Jane Spencer is to be paid in full directly to her by the Executar a$ she is currently receiving Social Security benefits and is therefore entitled to distribution under the berms of the Will. 9 VERIFICATION Andrew M. McCrea, Execrator of the Last Will and Testament of Mary H. McCr~, deco hereby declares under oath that he has fully and faithfully discharged the duties of his that the foregoing First and Final Acxount is true and correct and fully discloses all sijgi transactions oaxaning during the accounting period; that all known claims against th~ have been paid in full; that, to his knowledge, there are no claims outstanding against Estate; that all taxes presently due fnxn the Estate have been paid; and that the gramt Testamentary and the first complete advertisement thereof oocrarred more than four m before the filing of the foregoing First and Final Acxount. This statement is made subject to penalties of 1 S Pa. C.S.A. Section 4904 unswom falsfications to authorities. ~ ` ,~ Date: Letters ~~c ~~~ ~' Andrew M. McCrea ~I