HomeMy WebLinkAbout03-0858
Register of Wills of Cumberland County, Pennsylvania
PETITION FOR GRANT OF LETTERS
Estate of JAMES J. ONISHICK No. ~ I - 03 .. BS8
Deceased Social Security No. 202-10-1823
Petitioner(s), who is/are 18 years of age or older, apply(ies) for:
(COMPLETE "A" OR "B" BELOW:)
A. Probate and Grant of Letters and aver that Petitioner is the executrix named in the Last Will of
0' the Decedent, dated. October 1::00 and codicil(s) dated
QIAJ\lbtJ Df'\l~I{\I.., (JiLe! & Apr, I ..J I r{}ro ~
State re evant circumstances, e.g. renunciation, death of Executor, etc.
Except as follows, Decedent did not marry, was not divorced, and did not have a child born or adopted after execution of
the documents offered for probate; was not to victim of a killing and was never adjudicated incompetent
B. Grant of Letters of Administration
(d.b.n.c.t.a.: pendente lite; durante absentia; durante minoritate)
Petitioner(s) after a proper search has/have ascertained that Decedent left no Will and was survived by the following
spouse (if any) and heirs:
I Name Relationship Residence I
I I
COMPLETE IN ALL CASES:) Attach additional sheets if necessary.
Decedent was domiciled at death in Cumberland County, Pennsylvania, with his last family or principal residence at
2116 Cedar Run Drive, Apt. 205, Camp Hill. East Pennsboro Township, Cumberland County, Pennsylvania
(List street, number and municipality)
Decedent, then 89 years of age, died October 8. 2002 at Holy Spirit Hospital. Camp Hill. Pennsylvania
(Location)
Decedent at death owned property with estimated values as follows:
(If domiciled in PAl All personal property.....................................................................$ 526,000.00
(If not domiciled in PAl Personal property in Pennsylvania.....................................$
(If not domiciled in PA) Personal property in County....................................................$
Value of real estate in Pennsylvania ......................................................................................................................$
T ota 1......................................................................................................... $ 526,000.00
Real Estate situated as follows:
Wherefore, Petitioners respectfully request the probate of the last Will presented with this Petition and the grant of letters in the
appropriate form to the undersigned:
i nature T ed or rinted name and residence
'd1'}~,-d? ~/fY1CI)1J} FULTON FINANCIAL ADVISORS, N.A.
P.O. Box 7989
Lancaster, PAl 7604
/u/7 m5)l ~ ~/J7'- 11- \,\-~
Oath of Personal Representative
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COMMONWEALTH OF PENNSYLVANIA
COUNTY OF CUMBERLAND
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The Petitioner above-named swears and affirms that the statements in the foregoing Petition are true
and correct to the best of the knowledge and belief of Petitioner and that, as personal representative of the
Decedent, Petitioner will well and truly administer the e e according to law. -
,-
Sworn to and affirmed and subscribed
Before me this \,+'rJ day of IAL ADVISORS, N.A. It /MiJYlJA / JJ1if
()L~
,2003.
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No. d\-O:,- 85<6
Estate of JAMES J. ONISHICK I Deceased
Social Security No: 202-10-1823 Date of Death: October 8,2003
AND NOW, De..-\:tll).JU\ c2l ,2003, in consideration of the Petition on the reverse side
hereon, satisfactory proof having been presented before me,
IT IS DECREED that Letters Testamentary are hereby granted to FULTON FINANCIAL ADVISORS, N.A.
in the above estate and that the instrument dated October 19. 2000
described in the Petition be admitted to probate and filed of record as the last Will of the Decedent.
FEES
Letters .......... ......... ........ $ 3l'5 . 00 ~>{\\~~:n\\~ M~~ ~'~
Short Certificate(s) $ IS,aD Register of W s ... ' \
Renunciation............. . $
Affidavit ( ).................. $
Extra Pages ( )....... $ , 'i( 00
Cod ici I............................ $
JCP Fee....................... $ lD,oo Attorney: JERRY R. DUFFIE
Inventory..................... . $ I.D. No: 09601
Other.............................. $ Address: Johnson. Duffie. Stewart & Weidner.
301 Market Street. P.O. Box 109. Lemovne. PA 17043-
TOT AL......... $ L.(-1-6,DC> Telephone: 717-761-4540
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This is to certifY that the information hete given is correctly copied from an original certificate of death du!~ filed with me as
Local Registrar. The original certificate will be forwarded to the State Vital Records Office for permanent tdlOg.
WARNING: It is illegal to duplicate this copy by photostat or photograph.
.
Fee for this certificate, $2.00 ~,,~;,~
P 8648335 OCT 1 0 2003
No. Date
'w, 14J Rev. 2/87 COMMONWEALTH OF PENNSYLVANIA. DEPARTMENT OF HEALTH. VITAL RECORDS
I CERTIFICATE OF DEATH STATE FilE NUMBER
SEX SOCIAL SECURITY NUMBER
I
1, 2, male 3, 202 - 10 - 1
AGE (Lasl Birthday) BIRTHPLACE (Cily and P A OFDATHChc on t .
State or Foreign Country) .iOSPITAL
. 89 Yrs. Inpatient ~ ooAD ~~tylD
5, 8a,
COUNTY OF DEATH FACILITY NAME (If not instituUon, give street and number) RACE. American Indian, Black, wtYte. al
. (Specify)
8b, Cumberland white
MARITAL STATUS. Married, SURVIVING SPOUSE
Never Married, Wklowed, (If Wile, glV. mCden name)
Divorced (Specify)
. widowed
14.
. 17a. State Did i7c. IX) Yes, decedent lived in Lower Allen Iwp.
2116 Cedar Run Drive, Apt. 205 decedent
live in a i7d, 0 ~~~e;.~:~~~:: of
16, Cam Hill PA 17011 17b. County Cumberland township? citylbofO
FATHER'S NAME (First, Middle, Lasl) MOTHER'S NAME (First, Middle. Maiden Surname)
18, Anthon Onishick 18, Mar Kenned
INFORMANrs NAME (Type/Print) INFORMANrs MAILING ADDRESS (Stree., CilylTown. State. Zip Code)
20a, Sandra L. Drummond 20b, Fulton Financial Advisors Harrisbur PA 17130
METHOD OF DISPOSITION PLACE OF DISPOSITION. Name of Cemelery, Crematory LOCATION - CitylTown. Stata. Zip Code
. Burial fKl Cremation Gemoval from Slate 0
Donation 0 or Other Place
. 21a. Other (Specify) 21cGate of Heaven Cemetery 2lJpper Allen Twp. . PA 17055
SIGNA T OF FUNERAL SER NAME AND ADDRESS OF FACILI art emore FH & CS, Inc.
L 22c, P.O. Box 431 New Cumberland PA 17070 0431
o the befit of m)' knowledge, death occurred allhe time. dale and place staled. LICENSE NUMBER DATE SIGNED
(Signature and Title) (Month, 011)', Year)
23a. 23b. 23c.
TIME OF DEATH WAS CASE REFERRED TO A MEDICAL EXAMINER /CORONER?
24, , 26, Yes 0 No RJ
27. PART I: Enter the dl......, InJurt.. Of compllc.Uon. which call'" the d..th. : Approximate PART II: Other signifK:8nt conditions contributing to death, but
L1.a only OM c.u.e on e.ch line. I interval between not resulting in Ule und9fiyillg cause given in PART I.
: onset and death
.
a,
SequenliaUy ist conditions F
if any I Ieadmg to immediate
cause, Enter UNDERLYING
CAUSE (Disease or injury DUE TO (OR AS A CONSEQUENCE OF):
that initialed events
resulting on death) LAST d,
WERE AUTOPSY FINDINGS MANNER OF DEATH DATE OF INJURY TIME OF INJURY INJURY AT WORK? DESCRIBE HOW INJURY OCCURRED,
AVAILABLE PRIOR TO g (Month, Day, Year)
COMPLETION OF CAUSE Natural Homicide 0
OF OEA TH? 0 0 v.sO NOD
Accident Pending Investigation
Yes 0 No Ves 0 NoD Suicide 0 o 30.. 30b. M. 30e,
Could nol be determined PLACE OF INJURY - At home, farm, street. factory, office
bu~dIou, ate_ (Specify)
28a. 28b, 29, 30..
CERTIFIER (Check only ooe)
.~~~::':~GJ~~\~~~.ll'~s=l't. ":~;;i.r:."J: I':: ll:~.~~~(:r~~.r .r.'X~~:.h:~r:~~~~~,d'~~~~ ~~,co,~~~~~,it~,2~~.., ....,'.. ...." 0
apRONOUNCING AND CERnFYING PHYSICIAN (Physician both pronouncing death and certifying to cause of dealh)
To the beat of my knowl.dge, d.ath occurr.d MlheUma, date, and place, and due to the c.u...(.) and m.nner 01. ...I.d..............
'MEDICAL EXAMINER/CORONER
On the b..I. or examination and/or Inv8.tlgoitlon, In my opinion, d..th occurred .Ilbe lime. doite, and plac., and due to the causes(s) and
manner .. atated.......,',..,.............,...........................,.........,....,.........."...,.......,.......,...............,...... .,......,...........,........,., 0
3h.
33, REGIS~TU~N~ ~/P?I/ 1/1 do:::'C7 3
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mast mill aub Wtstamtut
of
Jamts J. (@nisftirk
I, JAMES J. ONISHICK, of Lower Allen Township, Cumberland County, Pennsylvania,
declare this to be my last will and revoke any will previously made by me.
I.
I direct that all my legal debts and funeral expenses, including my gravemarker and all
expenses of my last illness, shall be paid, unless otherwise provided, from my residuary estate as
soon as practicable after my decease as a part of the expense of the administration of my estate.
II.
I bequeath my automobile, household goods, jewelry, personal effects and other tangible
personalty of a like nature (not including cash or securities), together with any existing insurance
thereon, to my wife, CLARIBEL S. ONISHICK, provided she shall survive me. Should my wife,
CLARIBEL S. ONISHICK, predecease me, I bequeath such tangible personalty and insurance
thereon (except any automobile that I may own at the time of my death and the personal property
hereinafter specifically bequeathed) to my nephews, LAWRENCE BURGESS and JAMES
BURGESS, to be divided between them by the Executor in as nearly equal shares as practical. i
specifically bequeath any automobile that I own at the time of my death to my nephew, JAMES
BURGESS.
III.
Should my wife, CLARIBEL S. ONISHICK, predecease me, I hereby make the following
pecuniary bequests:
010087-00001/10.19.00/JRD/MAM/118096.1
A. Two Thousand ($2,000.00) Dollars to my friend, FORREST KNORR, provided he
shall survive me.
B. The sum of Two Thousand Five Hundred ($2,500.00) Dollars to THE REVEREND
MONSIGNOR ROBERT E. LAWRENCE, provided he shall survive me.
C. The sum of Two Thousand Five Hundred ($2,500.00) Dollars to THE REVEREND
LAWRENCE R. COAKLEY, provided he shall survive me.
D. The sum of Two Thousand Five Hundred ($2,500.00) Dollars to THE REVEREND
LUIS R. RODRIGUEZ, provided he shall survive me.
E. One Thousand ($1,000.00) Dollars to COMFORT CARE OF HOLY SPIRIT, INC.
F. Two Thousand ($2,000.00) Dollars to THE MOST REVEREND NICHOLAS C.
DATTILO, BISHOP OF HARRISBURG, and his successors in office, for the use
and benefit of the PRIESTS RETIREMENT HOME.
IV.
I devise and bequeath the residue of my estate of every nature and wherever situate to my
wife, CLARIBEL S. ONISHICK. Should my wife, CLARIBEL S. ONISHICK, predecease me, I
devise and bequeath the residue of my estate of every nature and wherever situate as follows:
A. Twenty-five (25%) percent thereof to my nephew, LAWRENCE BURGESS,
provided he shall survive me. Should my nephew, LAWRENCE BURGESS,
predecease me then I devise and bequeath his share to his then living issue, per
stirpes.
B. Twenty-five (25%) percent thereof to my nephew, JAMES BURGESS, provided he
shall survive me. Should my nephew, JAMES BURGESS, predecease me, I
devise and bequeath his share to his then living issue, per stirpes.
2
010087-00001/10.19.00/JRD/MAM/118096.1
C. Twenty-five (25%) percent thereof to THE MOST REVEREND NICHOLAS C.
DATTilO, BISHOP OF HARRISBURG and his successors in office, IN TRUST,
and I specifically direct that the principal of this residuary bequest shall be invested
and reinvested and the annual income derived therefrom shall be used exclusively
for the following purposes:
(1 ) One-half (1/2) thereof to provide tuition assistance to needy
students at TRINITY HIGH SCHOOL, Shiremanstown, Pennsylvania. If
TRINITY HIGH SCHOOL is no longer in existence then the income derived
therefrom shall be used, annually, to provide tuition assistance to needy
students of any other parochial school sponsored by the Diocese of
Harrisburg.
(2) One-fourth (1/4th) thereof to provide tuition assistance for needy
students of ST. THERESA'S SCHOOL, New Cumberland, Pennsylvania.
If ST. THERESA'S SCHOOL is no longer is existence then the income
derived therefrom shall be used, annually, to provide tuition assistance to
needy students of any other parochial sponsored by the Diocese of
Harrisburg.
(3) One-fourth (1/4th) thereof to provide funds for the general purposes
of ST. FRANCIS OF ASSISI CATHOLIC CHURCH, 1439 Market Street,
Harrisburg, Pennsylvania.
D. Five (5%) percent thereof to HOLY SPIRIT HOSPITAL OF THE SISTERS OF
CHRISTIAN CHARITY. I specifically direct that the Board of Directors of Holy
Spirit Hospital of the Sisters of Christian Charity shall invest and reinvest the
principal through its Endowment Fund and shall use the annual income derived
therefrom for general hospital purposes.
E. Five (5%) percent thereof to COMFORT CARE OF HOLY SPIRIT, INC. I
specifically direct that the Board of Directors of Comfort Care of Holy Spirit, Inc.
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010087-00001/10.19.00/JRD/MAM/118096.1
shall invest and reinvest the principal and shall use the annual income derived
therefrom to support the Hospice Program of Comfort Care of Holy Spirit, Inc.
F. Ten (10%) percent thereof to HOSPICE OF CENTRAL PENNSYLVANIA, INC. I
direct that the Board of Directors of other governing body of Hospice of Central
Pennsylvania, Inc. shall invest and reinvest the principal and shall use the annual
income derived therefrom to support its Hospice Program.
G. Five (5%) percent thereof to AID TO THE CHURCH IN NEED, INC., a California
domestic nonprofit corporation (an organization exempt from federal income tax
and listed in the Official Catholic Directory for the United States - Diocese of
Rockville Centre, New York). I direct that the Board of Directors of AID TO THE
CHURCH IN NEED, INC. shall use the bequest to support its charitable mission.
In the event that AID TO THE CHURCH IN NEED, INC. is not in existence at the
time of my death or not then an organization exempt from federal income tax
pursuant to Section 501 (c)(3) of the Internal Revenue Code, then I direct that this
residuary bequest shall lapse and this residuary bequest shall be added to and
shall become part of the residuary bequest to THE MOST REVEREND
NICHOLAS C. DATTILO, BISHOP OF HARRISBURG and his successors in
office as forth in Paragraph IV-C hereof.
V.
Should any person entitled to a share of my estate not attained the age of twenty-five (25)
at the time of distribution to him or her, I devise and bequeath his or her share to FULTON
FINANCIAL ADVISORS, N.A., IN SEPARATE TRUST, to hold, manage, invest and reinvest the
shares so received and accumulation of income thereon, to use and apply the income and
principal, or so much thereof, at Trustee's discretion, as may be necessary or appropriate for such
person's support and education (including trade school and college education, both graduate and
undergraduate) without regard for his or her parents ability to provide for such support or
education, or to make payments for these purposes, without further responsibility, to such person
or such person's parent or to any person taking care of such person. Any principal or income not
so applied shall be distributed to such person absolutely when he or she attains the age of twenty-
4
010087-00001/10.19.00/JRD/MAM/118096.1
.
five (25) years. If he or she dies before attaining the age of twenty-five (25) years, the Trust shall
terminate and such shares shall be distributed to his or her personal representative.
VI.
I direct that all taxes that may be assessed in consequence of my death of whatever
nature and by whatever jurisdiction imposed shall be paid from my residuary estate as part of the
expense of the administration of my estate.
VII.
I appoint my wife, CLARIBEL S. ONISHICK, Executrix of this, my last Will. Should my
wife, CLARIBEL S. ONISHICK, fail to qualify or cease to act as Executrix, I appoint FULTON
FINANCIAL ADVISORS, N.A., of Harrisburg, Pennsylvania, Executor of this, my last Will.
VII I.
I direct that my Executrix, or her successors, shall not be required to post bond for the
faithful performance of their duties in any jurisdiction.
IX.
I direct that my fiduciary shall be entitled to compensation based on its regular schedule of
fees for such services in effect from time to time during the period over which its services are
performed.
IN WITNESS WHEREOF, I have hereunto set my hand and seal this ~ day of
t?dOlJar ,2000. ~/ ~~~~
(SEAL)
f AME. I K
Signed, sealed, published and declared by the above-named Testator, as and for his Last
Will and Testament, in the presence of us, who, at his request, in his presence and in the
presence of each other have hereunto subscribed our names as witnesses.
...
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010087-00001/10.19.00/JRD/MAM/118096.1
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ACKNOWLEDGMENT
COMMONWEALTH OF PENNSYLVANIA
: ss:
COUNTY OF CUMBERLAND
I, JAMES J. ONISHICK, Testator, whose name is signed to the foregoing instrument,
having been duly qualified according to Jaw, do hereby acknowledge that I signed and executed
the instrument as my Last Will and Testament; that I signed it willingly; and that I signed it as my
free and voluntary act for the purposes therein expressed.
~I (j.6Jf-1~.J.
JAMES J( ONISHICK
Sworn or affirmed to a~ acknowledged before me, by JAMES J. ONISHICK, the
Testator, this /tp;{, day of ~~v ,2000.
~VAl.L~
No ary Pu
Notarial Seal
Nina June Davis. Notary Public
Lemoyne Boro, Cumberland County
My Commission Expires Oct. 31, 2002
Member, Pennsylvania Association ot Notaries
6
010087-00001/10.19.00/JRD/MAM/118096.1
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AFFIDA VIT
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF CUMBERLAND
We,. < nd _u.., ('~"")(""\le. U. &-a'1:.':::. , the witnesses
whose names are signed to the foregoing in rument, being duly qualified according to law, do
depose and say that we were present and saw the Testator sign and execute the foregoing
instrument as his Last Will and Testament; that he signed willingly and that he executed it as his
free and voluntary act for the purposes therein expressed; that each of us in the hearing and sight
of the Testator signed the Will as witnesses; and that to the best of our knowledge, the Testator
was that time at least 18 years of age, of sound mind and under no constraint or undue influence.
4.
~a.~
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Sworn or affirmed to and subscribed to before me by ~~.,I;QUJ. (1~;& and
/?Ja:Ae/~ h?9<tJM6.."'\ ,witnesses, this /~ day of ~ her , 2000.
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Notary Publi
Notarial Seal
Nina June Davis, Notary Public
Lemoyne Bora, Cumberland County
My Commis~;(11l Expires Oct. 31, 2002
Member, Pennsylvania AssoCiation of Notaries
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FULTON FINANCIAL ADVISORS~
Making Success Personal.'"
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Writer's Direct Dial Number
(717) 291-2854
December 29,2003
Register of Wills
Cumberland County Courthouse
ATTN: Sue
Hanover and High Streets
Carlisle, P A 17013
Re: Estate of James J. Onishick, Deceased
Estate No. 21-2003-0858
Dear Sue:
Enclosed is a check, in the amount of$32,775.00, for the PA Inheritance Tax pre-
payment in the James J. Onishick Estate. The prepayment is on $230,000 at 15% ($34,500.00)
less a 5% discount ($1,725.00), for a total tax prepayment of$32,775.00.
If you should have any questions, or need any additional information, please do not
hesitate to call me.
Beth R. Hawk
Estate Settlement Officer
BRH:clo
Enclosure: Check
cc: Jerry R. Duffie, Esquire
:
One Penn Square, Lancaster, PA 17602 · www.fultonfinancialadvisors.cQm
Investments · Wealth Management · Corporate and Retirement Services. Private Banking. Insurance
COMMONWEALTH OF PENNSYLVANIA REV-1162 EX(11-96)
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT, 280601
HARRISBURG, PA 17128-0601
PENNSYLVANIA
RECEIVED FROM: INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
NO. CD 003388
FUL TON FINANCIAL ADVISORS
ONE PENN SQUARE
LANCASTER, PA 17602
ACN
ASSESSMENT AMOUNT
CONTROL
NUMBER
-------- fold ---------- --------
101 I $32,775.00
ESTATE INFORMATION: SSN: 202.10.1823 I
FILE NUMBER: 2103-0858 I
DECEDENT NAME: ONISHICK JAMES J I
DATE OF PAYMENT: 12/30/2003 I
POSTMARK DATE: 12/29/2003 I
COUNTY: CUMBERLAND I
DATE OF DEATH: 10/08/2003 I
I
TOTAL AMOUNT PAID: $32,775.00
REMARKS: FUL TON FINANCIAL ADVISORS
CHECK# 1056023
INITIALS: SK
SEAL RECEIVED BY: DONNA M. OTTO
DEPUTY REGISTER OF WILLS
REGISTER OF WILLS
r
IIi NEW ADDRESS OR NAME
"'li""
FULTON FINANCIAL ADVISORS.
P.O. BOX 3215
LANCASTER, PA 17604
REGISTER OF WILLS AGENT ACCOUNT NUMBER: ll-F176-01-7
FOR THE COMMONWEALTH OF PA
PLEASE INDICATE ADDRESS OR
NAME CHANGES AND RETURN
II'
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FULTON FINANCIAL ADVISORS.
DATE 12/29/03
ll-F176-01-7 03122955991
JAMES J ONISHICK ESTATE REGISTER OF WILLS AGENT
BRH STATE INHERITANCE TAX OR ESTATE TAX
INC: $0.00 NO. 21-2003-0858
PRIN: $32,775. DO JAMES J. ONISHICK ESTATE
TOTAL: $32,775.00 CHECK NUMBER: 1056023
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13-24-200
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FULTON FINANCIAL ADVISORS~
One Penn Square, Lancaster, PA 17602 ~ t.' ,
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Register of Wills
Cumberland County Courthouse
ATTN: Sue
Hanover and High Streets
Carlisle, PA 17013
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CERTIFICATION OF NOTICE UNDER RULE 5.6(a)
Name of Decedent: JAMES J. ONISHICK
Date of Death: October 8, 2003
Will No.: 2003-0858
To the Register:
I certify that notice of beneficial interest required by Rule 5.6(a) of the Orphans' Court
Rules was served on or mailed to the following beneficiaries of the above-captioned estate on
November 13, 2003
Name Address
Lawrence Burgess 12042 Cheviot Drive
Herdon, VA 20170
James Burgess 101 Sheffield Lane
Summerville, SC 29485
Forrest Knorr 15 Aliceview Court
Lutherville, MD 21093
The Reverend Monsignor Robert E. Lawrence Holy Name of Jesus Church
6150 Allentown Boulevard
Harrisburg, PA 17112
The Reverend Lawrence R. Coakley 313 Bristol Drive
York, PA 17403
The Reverend Luis R. Rodriguez St. Benedict the Abbot Church
1300 Lehman Street
Lebanon, PA 17046
Comfort Care of Holy Spirit, Inc. 503 North 2151 Street
Attn: Suzanne Gookin Camp Hill, PA 17011
Director of Development for Holy Spirit Health
System
The Most Reverend Nicholas C. Dattilo, Office of the General Secretary
Bishop of Harrisburg Diocese of Harrisburg
c/o Very Reverend James M. Lyons 4800 Union Deposit Road
Vicar General/General Secretary Harrisburg, PA 17105-2153
.
Holy Spirit Hospital of the Sisters of Christian 503 North 21 st Street
Charity Camp Hill, PA 17011
Attn: Suzanne Gookin
Director of Development for Holy Spirit Health
System
Hospice of Central Pennsylvania, Inc. 98 South Enola Drive
Enola, PA 17025
Aid to the Church in Need, Inc. 378 Broome Street
New York, New York 10013-3706
Office of Attorney General 14m Floor - Strawberry Square
Charitable Trusts and Organizations Harrisburg, PA 17120
Section
Notice has now been given to all persons entitled thereto under Rule 5.6(a) except None.
"-
Date: February 2, 2004 ;
i nature
ame JERRY R. DUFFIE
Johnson, Duffie, Stewart & Weidner
Address 301 Market St.
P. O. Box 109
Lemoyne, PA 17043-0109
Telephone (717) 761-4540
Capacity:
Counsel for personal representative
.
FULTON FINANCIAL ADVISORS'"
Making Success Personal."
Writer's Direct Dial Number
(717) 291-2854
July 2, 2004
.--- "....
~..-
Register of Wills
Cumberland County Courthouse c
r-
ATTN: Sue
Hanover and High Streets
Carlisle, P A 17013
Re: Estate of James J. Onishick, Deceased ....,.
"-' '
Estate No. 21-2003-0858
Dear Sue:
Enclosed is an original and two (2) copies of the Inventory and an original and three (3)
copies ofthe P A Inheritance Return for the James J. Onishick Estate. I am also enclosing a
check, in the amount of $4,448.40 for the balance of Pennsylvania Inheritance Tax due, and
checks for the filing of the Inventory and PA Inheritance Tax Return.
Would you be kind enough to time-stamp the copies, I have paper clipped together, and
return them to me in the enclosed postage-paid envelope?
Thank you for your assistance and cooperation. If you should have any questions, or
need any additional information, please do not hesitate to call me.
~'
'~L-
~
Beth R. Hawk
Estate Settlement Officer
BRH:clo
Enclosure: Check
cc: Jerry R. Duffie, Esquire
V. One Penn Square, Lancaster, PA 17602 · www.fultonfinancialadvisors.com
Investments · Wealth Management · Corporate and Retirement Services. Private Banking. Insurance
COMMONWEALTH OF PENNSYLVANIA REV-1162 EX(11-96)
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT, 280601
HARRISBURG, PA 17128-0601
PENNSYLVANIA
RECEIVED FROM: INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
NO. CD 004121
FUL TON FINANCIAL ADVISORS, N.A
PO BOX 7989
LANCASTER, PA 17604
ACN
ASSESSMENT AMOUNT
CONTROL
NUMBER
-------- fold ~--------- --------
101 I $4,448.40
ESTATE INFORMATION: SSN: 202-10-1823 I
FILE NUMBER: 2103-0858 I
DECEDENT NAME: ONISHICK JAMES J I
DATE OF PAYMENT: 07/06/2004 I
POSTMARK DATE: 07/06/2004 I
COUNTY: CUMBERLAND I
DATE OF DEATH: 10/08/2003 I
I
TOTAL AMOUNT PAID: $4,448.40
REMARKS:
CHECK# 1060345
INITIALS: JA
SEAL RECEIVED BY: GLENDA FARNER STRASBAUGH
REGISTER OF WILLS
REGISTER OF WILLS
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Cumb-er/ancL
Register of Wills of lelllca~ter County, Pennsylvania
INVENTORY
Estate of James J. Onishick No. 21-2003-0858
also known as Date of Death October 8. 2003
I Deceased Social Security No. 202-10-1823
Personal Representative(s) of the above Estate, deceased, verify that the items appearing in the following inventory include all of the
personal assets wherever situate and all of the real estate in the Commonwealth of Pennsylvania of said Decedent, that the valuation
placed opposite each item of said inventory represents its fair value as of the date of the Decedent's death, and that Decedent owned no
real estate outside of the Commonwealth of Pennsylvania except that which appears in a memorandum at the end of this inventory. l!We
verify that the statements made in this inventory are true and correct. l!We understand that false statements herein made subject to the
penalties of 18 Pa. C,S, Section 4904 relating to unswom falsification to authorities,
Jerry R. Duffie. Esquire
Name of Johnson. Duffie. Stewart & Weidner
Attorney:
09601 fficer
1.0. No ,:
301 Market Street Dated ~~~\D~
Address: P .0. Bo X 109
17043 \ \
Lemoyne. PA
Telephone: (717) 761-4540
Description Value
See Attached $552.98Ei.25
,
Total $552.988.25
(Attach Additional Sheets if necessary)
NOTE: The Memorandum of real estate outside the Commonwealth of Pennsylvania may, at the election of the personal representative,
include the value of each item, but such figures should not be extended into the total of the Inventory.
RW-4
\:)-
IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY
ORPHANS' COURT DIVISION
STATE OF PENNSYLVANIA
IN THE EST A TE OF
JAMES J. ONISHICK, No. 21-03-0858
DECEASED
INVENTORY
REAL EST A TE
C~)
1. None e
I
PERSONAL PROPERTY
1. James J. Onishick Trust Under Agreement dated -
July 3, 2000; Fulton Financial Advisors, N.A. Trustee;
Assets as follows:
$50,000 Federal Home Loan Banks 3.10% due 7/23/2008 $ 49,203.13
Accrued interest to date of death 322.92
$50,000 Federal Home Loan Banks 2.60% due 7/23/2007 49,437.50
Accrued interest to date of death 270.83
$50,000 Federal Home Loan Banks 2.35% due 10/30/2006 49,734.38
Accrued interest to date of death 220.72
$50,000 Federal Home Loan Banks 3.375% due 10/15/2007 50,328.13
$50,000 Federal Home Loan Banks 2.80% due 10/16/2006 49,703.13
$25,000 Boeing Corp. 7.10% due 9/27/2005 27,282.10
Accrued interest to date of death 54.24
$50,000 Citicorp 7.125% due 5/15/2006 55,939.10
Accrued interest to date of death 1,415.10
$50,000 Daimler Chrysler 7.40% due 1/20/2005 53,197.55
Accrued interest to date of death 801.67
1. James J. Onishick Trust Under Agreement dated
July 3, 2000; Fulton Financial Advisors, N.A. Trustee;
Assets as follows (continued):
$25,000 First Union Corp. 7.10% due 8/15/2004 26,236.68
Accrued interest to date of death 261.32
$25,000 Ford Motor 7.75% due 2/15/2007 26,972.90
Accrued interest to date of death 285.24
$50,000 General Electric Capital Corp. 7.25% due 5/3/2004 51,648.55
Accrued interest to date of death 1,560.76
11,486.15 units Federated Treasury Obligation Money Market Fund 11,856.95
Accrued interest to date of death 6.87
2. M&T Bank Checking Account No. 64380025 25,685.20
Accrued interest to date of death 1.90
3. M&T Bank Checking Account No. 98031783 8,784.23
Accrued interest to date of death 2.44
4. Newsweek - refund of subscription 14.01
5. Newsweek - refund of subscription 1.16
6. The Woods at Cedar Run - refund of security deposit 1,880.00
7. Pennsylvania Neurological Associates - refund of overpayment 18.54
8. Personal property valued at 6,076.00
9. P A Department of Revenue - refund on 2003 State Income Tax 78.00
10. United States Treasury - refund on 2003 Federal Income Tax 3,707.00
TOTAL REAL AND PERSONAL PROPERTY . , $552,988.25
;
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REV-15OQ EX (6-00) I OFFICItol USE ONLY
COMMONWEALTH OF REV-1500
PENNSYLVANIA
DEPARTMENT OF REVENUE INHERITANCE TAX RETURN FILE NUMBER
DEPT. 280601
HARRISBURG, PA 17128-0601 RESIDENT DECEDENT 21 - 20~ ---985L __
COUNTY CODE YEAA MJMBER
DECEDENTS NAME (LAST, FIRST, AND MIDDLE INITIAL) SOCiAl SECURITY NUMBER
I- Onishick, James J. 202-10-1823
Z
w DATE OF DEATH (MM-DD-YEAR) DATE OF BIRTH (MM-DD-YEAR) THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
C
W 10/08/2003 08/13/1914 REGISTER OF WILLS
(,,)
w (IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST. AND MIDDLE INITIAL) SOCiAl SECURITY NUMBER
C
w [Z] 1. Original Return D 2, Supplemental Return D 3. Remainder Return (date of death prior to 12-13-82)
I-
:.c :!lI) D 4, Lim~ed Estate D 4a, Future Interest Compromise (date of death after 12-12-82) D 5, Federal Estate Tax Return Required
oc:::.c
wl1.0
:x:~ 00 6, Decedent Died Testate (Allach copy of Wilt) 00 7, Decedent Maintained a Living Trust (Allach copyofTrust) ~ 8, Total Numberof Safe Deposit Boxes
o l1.iil
~ D 9, Litigation Proceeds Reeeived D 10, Spousal Poverty Cred~ (d"e of de"h between 12,31,91 am 1-1,951 D 11, Election to tax under See, 9113(A) (Attach Sch 0)
THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO:
I- NAME COMPLETE MAILING ADDRESS
z
w
0 Thomas w. Shields
z Fulton Financial Advisors, NA
0 FIRM NAME (If Applicable)
a..
Ul P.O. Box 3215
w Fulton Financial Advisors, NA
It:
It: Lancaster, PA 17604-3215
0 TELEPHONE NUMBER
(,)
717-291-2726
1, Real Estate (Schedule A) (1) 0.00:"; - OFFICIAl. USE ONLY
2, Stocks and Bonds (Schedule B) (2) 506,739.74
3, Closely Held Corporation, Partnership or Sole-Proprietorship (3) 0.00
4, Mortgages & Notes Reeeivable (Schedule D) (4) 0.00 !
5, Cash, Bank Depos~s & Miscellaneous Personal Property (5) 46,248.48
(Schedule E)
Z 6, Jointly Owned Property (Schedule F) (6) 0.00 .~ - .
0 D Separate Billing Requested
i=
:3 875.47 -~-
7, Inter-Vivos Transfers & Miscellaneous Non-Probate Property (7)
::l (Schedule G or L)
I-
0: 8, Tota' Gross Assets (total Lines 1-7) (8) 553,863.69
<(
(,,) 43,825.88
w 9. Funeral Expenses & Administrative Costs (Schedule H) (9)
0::::
10, Debts of Decedent, Mortgage Liabil~ies. & Liens (Sdtedule I) (1 0) 4,177.33
11, Total Deductions (total Lines 9 & 10) (11) 48,003.21
12, Net Value of Estate (Line 8 minus Line 11) (12) 505,860.48
13, Charitable and Governmental Bequests/See 9113 Trusts for which an election to tax has not been (13) 246,204.50
made (Schedule J)
14, Net Value Subjectto Tax (Line 12 minus Line 13) (14) 259,655.98
SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES
15, Amount of Line 14 taxable at the spousal tax 0.00 x,OO_ (15) 0.00
Z rate, or transfers under See, 9116 (a)(1,2)
0
j:: 16, Amount of Line 14 taxable at lineal rate 0.00 x ,045-- (16) 0.00
<
I-
::;) 0.00 0.00
l1. 17, Amount of Line 14 taxable at sibling rate x .12 (17)
:!:
0 259,655.98 38,948.40
0 18, Amount of Line 14 taxable at collateral rate x .15 (18)
X
< 19, Tax Due 38,948.40
I- (19)
20, D CHECK HERE IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT
> > BE SURE TO ANSWER ALL QUESTIONS ON REVERSE SIDE AND RECHECK MATH < <
2W4645 1000
V
'I. .
Decedent's Complete Address:
S1REET ADDRESS
2116 Cedar Run Drive, Apt 205
OTY I STAlE I ZIP
Camphill PA 17011
Tax Payments and Credits:
1. Tax Due (Page 1 Line 19) (1 ) 38,948.40
2. Credits/Payments
A. Spousal Poverty Credit 0.00
B. Prior Payments 32,775.00
C, Discount 1,725.00
Total Credits (A + B + C) (2) 34,500.00
3, Interest/Penalty if applicable
D. Interest 0.00
E. Penalty 0.00
Total Interest/Penalty (D + E) (3) 0.00
4, If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT.
Check box on Page 1 Line 20 to request a refund (4)
5, If Line 1 + Line 3 is greater than Line 2, enter the difference, This is the TAX DUE. (5) 4,448.40
A. Enter the interest on the tax due, (5A) 0.00
B, Enter the total of Line 5 + 5A. This is the BALANCE DUE. (5B) 4,448.40
Make Check to: REGISTER OF AGENT
PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS
1. Did decedent make a transfer and: Yes No
a, retain the use or income of the property transferred:. . . . . . . . . . . . . . . 00 D
b, retain the right to designate who shall use the property transferred or its income; . 00 D
c, retain a reversionary interest; or . . . . . . . . . . . . . . . . . . . . . . . . 00 D
d, receive the promise for life of either payments, benefits or care? . . . . . . . . . D [X]
2, If death occurred after December 12, 1982. did decedent transfer property within one year of death
without receiving adequate consideration? . . . . . . . . . . . . . . . . . . . . . . . . . . . . D [Xl
3, Did decedent own an "in trust for" or payable upon death bank account or security at his or her death? D [Xl
4, Did decedent own an Individual Retirement Account, annuity, or other non-probate property which
contains a beneficiary designation? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . [ZJ D
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN.
Declaration of preparer other than the personal representative is based on all information of which preparer has any knowfedge.
SIGNA nJRE OF PERSON RESPONSIBLE FOR FlUNG REnJRN DAlE
~.-,/J~ NA P.O. Box 3215 ~ 11.. to. , 0'1
AOORESS Fu on ~nanc~a v~sors,
Lancaster, PA 17604-3215
SIGNAnJRE OF PREPARER OTHER THAN REPRESENTATIVE DAlE
AOORESS
For dates of death on or after July 1. 1994 and before January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 3%
[72 P,S ~ 9916 (a) (1,1) (i)],
For dates of death on or after January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the sUlViving spouse is 0% [72 P,S. !j9116 (a) (1.1) (ii)]
The statute does not exempt a transfer to a sUlViving spouse from lax, and the statutory requirements for disclosure of assets and filing a tax retum are still applicable even if
the sUlViving spouse is the only beneficiary,
For dates of death on or after July 1. 2000:
The tax rate imposed on the net value of transfers from a deceased child twenty-one years of age or younger at death to or for the use of a natural parent, an adoptive parent,
or a stepparent of the child is 0% [72 P,S, ~ 9116(a)(1,2)],
The tax rate imposed on the net value of transfers to or for the use of the decedent's lineal beneficiaries is 4,5%, except as noted in 72 P,S, !j9116(1,2) [72 P,S, !j9116(a)(1)).
The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is 12% (72 P,S, !j9116(a)( 1,3)), A sibling is defined. under Section 9102, as an
individual who has at least one parent in common with the decedent, whether by blood or adoption,
2W4646 1.000
I'. REV-1503 E~ + (1-97)
SCHEDULE B
COMMONWEALTH OF PENNSYLVANIA STOCKS & BONDS
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
Onishick, James J. 21-2003-0858
All property jointly-owned with right of survivorship must be disclosed on Schedule F.
ITEM VALUE AT DATE
NUMBER DESCRIPTION OF DEATH
1, $11,863.82 Federated Treasury Oblig Money Market Fund 11,863.82
2 $50,000 Federal Home Ln Banks @ 3.1% due 7/23/08 49,526.05
3 $50,000 shs Federal Home Ln Banks @ 2.6% due 7/23/07 49,708.33
4 $50,000 Federal Home Ln Banks @ 2.35% due 10/30/06 49,955.10
5 $50,000 Federal Home Ln Banks @ 3.375% due 10/15/07 50,328.13
6 $50,000 Federal Home Ln Banks @ 2.8% due 10/16/06 49,703.10
7 $25,000 Boeing Cap Corp @ 7.1% due 9/27/05 27,336.34
8 $50,000 Citicorp @ 7.125% due 5/15/06 57,354.20
9 $50,000 Daimler Chrysler North Amer Hl @ 7.4% due 1/20/05 53,999.22
10 $25,000 First Un Corp @ 7.1% due 8/15/04 26,498.00
11 $25,000 Ford Motor Cr Co Mtn Be @ 7.75% due 2/15/07 27,258.14
12 $50,000 General Elec Cap Corp Mtn Be @ 7.25% due 5/3/04 53,209.31
TOTAL (Also enter on line 2, Recapitulation) $ 506,739.74
2W4696 3000 (If more space is needed, insert additional sheets of the same size)
!'lEV-1508 EX,. (1-97)
SCHEDULE E
COMMONWEALTH OF PENNSYLVANIA CASH, BANK DEPOSITS, & MISC.
INHERITANCE TAX RETURN
RESIDENT DECEDENT PERSONAL PROPERTY
ESTATE OF FILE NUMBER
Onishick, James J. 21-2003-0858
Include the proceeds of litigation and the date the proceeds were received by the estate, All property jointly-owned with the right of survivorship must be disclosed on Schedule F.
ITEM VALUE AT DATE
NUMBER DESCRIPTION OF DEATH
1. M&T Bank checking account #64380025 25,687.10
2 M&T Bank checking account #98031783 8,786.67
For items 1 and 2, see attached copy of M & T Bank letter
3 Personal property - see attached copy of appraisals by 6,076.00
Cons toga Auction Co.
Books 20.00
1998 Buick Century 5,360.00
Other personal property 696.00
4 The Woods at Cedar Run - refund of security deposit 1,880.00
5 US Treasury - 2003 federal personal income tax refund 3,707.00
6 PA Dept of Revenue - 2003 state personal income tax refund 78.00
7 Pennsylvania Neurological Assoc - refund of overpayment 18.54
8 Newsweek - refund on cancelled subscription 14.01
9 Reader's Digest - refund on cancelled subscription 1.16
TOTAL (Also enter on line 5, Recapitulation) $ 46,248.48
2W46AD 2000 (If more space is needed, insert additional sheets of the same size)
. .
REV-1510 EX + (1-97) SCHEDULE G
COMMONWEALTH OF PENNSYLVANIA INTER-VIVOS TRANSFERS &
INHERITANCE TAX RETURN MISC. NON-PROBATE PROPERTY
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
Onishick, James J. 21-2003-0858
This schedule must be completed and filed if the answer to any of questions 1 through 4 on the reverse side of the REV-1500 COVER SHEET is yes,
DESCRIPTION OF PROPERTY %OF
ITEM INClUDE THE NMAE OF THE TRANSFEREE, THEIR RELATIONSHIP TO DATE OF DEATH DECD'S EXCLUSION TAXABLE VALUE
DECEDENT AI\{) THE DATE OF TRANSFER AITACH A COPY OF THE
NUMBEF DEED FOR RE!lL ESTATE VALUE OF ASSET INTEREST (IF APPLICABLE)
1, James J Onishick and Claribel 0.00 100.00 0.00 0.00
S. Onishick Joint Revocable
Deed of Trust dated 7/21/2000,
with Fulton Financial
Advisors, NA, Trustee
Claribel S. Onishick
pre-deceased her spouse James
J. Onishick on 4/4/2003. Upon
settlor's death the trust
terminated to the estate of
James J. Onishick.
See attached copy of the trust
agreement.
Trust assets are listed on
Schedule B.
2 Office of Personnel 875.47 100.00 0.00 875.47
Managemen t, Civil Service
Retirement System - death
benefits payable one-half each
to James Burgess and Laurence
Burgess
TOTAL (Also enter on line 7, Recapitulation) $ 875.47
(If more space is needed, insert additional sheets of same size,)
2W 46AF 2.000
.REV-1511 EX+(1-97)
SCHEDULE H
COMMONWEAL TH OF PENNSYLVANIA FUNERAL EXPENSES &
INHERITANCE TAX RETURN ADMINISTRATIVE COSTS
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
Onishick, James J. 21-2003-0858
Debts of decedent must be reported on Schedule I.
ITEM
NUMBER DESCRIPTION AMOUNT
A, FUNERAL EXPENSES:
Office of Catholic Cemeteries - funeral expense 700.00
1,
2 Parthemore Funeral Home & Cremation - balance due on 15.10
funeral service
B, ADMINISTRATIVE COSTS:
1, Personal Representative's Commissions 22,590.00
Name of Personal Representative(s) Ful ton Financial Advisors, NA
Social Security Number(s) I EIN Number of Personal Representative(s) 23-3032473
Street Address One Penn Square
City Lancaster State PA Zip 17602
Year(s) Commission Paid:
2, Attorney Fees Name: Johnson, Duffie, Stewart & Wei 19,550.00
3, Family Exemption: (If decedent's address is not the same as claimant's, attach explanation) 0.00
Claimant
Street Address
City State Zip
Relationship of Claimant to Decedent
4, Probate Fees 418.00
5, Accountant's Fees 0.00
6, Tax Return Pre parer's Fees 0.00
7, Register of Wills Cumberland County - short 6.00
certificates
8 EVP Systems, Inc - asset valuation fee 17.05
9 The UPS Store - personal property packaging and 14.30
shipping
10 Cumberland Law Journal - legal advertising 75.00
11 Patriot News - legal advertising 135.43
Tota~ trom contJ.nuatJ.on pages.... ,jU~.UU
TOTAL (Also enter on line 9, Recapitulation) $ 43,825.88
2W46AG 2000 (If more space is needed, insert additional sheets of same size)
.
Page 2
Estate of: Onishick, James J. 21-2003-0858
Schedule H, Part B -- Administrative Costs
Item
No. Description Amount
-
12 Ziegler Auction Co, Ltd - appraisal fee 75.00
13 Hess & Hess, CPA - 2003 personal income tax 230.00
preparation fee
TOTAL. (Carry forward to main schedule) . . . . . . 305.00
. .
REV-1512 EX + (1-97)
SCHEDULE I
COMMONWEALTH OF PENNSYLVANIA DEBTS OF DECEDENT,
INHERITANCE TAX RETURN MORTGAGE LIABILITIES, & LIENS
RESIDENT DECEDENT
ESTATE OF FilE NUMBER
Onishick, James J. 21-2003-0858
Include un reimbursed medical expenses.
ITEM
NUMBER DESCRIPTION AMOUNT
1, Verizon - phone service 49.72
2 Messiah Village - balance due 1,323.00
3 Plastic Surgery P.C. - medical service 6.94
4 Metro Med Services - whellchair transport 50.00
5 Holy Spirit Hospital - medical services 1,680.00
6 The Woods at Cedar Run - November rent 664.67
7 Pinnacle Health System - hospital telephone service 25.00
8 Total Vision Care - balance due 7.20
9 Fulton Financial Advisors - accrued trustee fees 370.80
TOTAl (Also enter on line 10, Recapitulation) $ 4,177.33
2W46AH 2000 (If more space is needed. insert additional sheets of the same size)
. .
REV-1513 EX+ (9"()O)
SCHEDULE J
COMMONWEALTH OF PENNSYLVANIA BENEFICIARIES
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF FilE NUMBER
Onishick James J. 21-2003-0858
RELATIONSHIP TO DECEDENT AMOUNT OR SHARE
NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY Do Not List Trustee(s) OF ESTATE
I. TAXABLE DISTRIBUTIONS [include outright spousal distributions, and transfers
under See, 9116 (a) (1.2)]
1. Burgess, Laurence K. Nephew 122,397.99
21310 Wind Rush Court
Potomac Falls, VA 20165
2 Burgess, James R. Nephew 127,757.99
101 Sheffield Lane
Sununerville, SC 29485
3 Coakley, Rev. Lawrence R. Friend 2,500.00
313 F Bristol Drive
York, PA 17403
4 Lawrence, Rev. Robert E. Friend 2,500.00
6150 Allentown Blvd
Harrisburg, PA 17112-2603
5 Knorr, Jr. , Forrest P. Friend 2,000.00
15 Aliceview Court
Lutherville, MD 21093
ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18, AS APPROPRIATE. ON REV-1500 COVER SHEET
II. NON-TAXABLE DISTRIBUTIONS:
A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE
1,
B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
1. The Most Reverend Nicholas C. Dattilo 2,000.00
Bishop of Harrisburg
Priests Retirement Home
4800 Union Deposit Road
Harrisburg, PA 17111
2 The Most Reverend Nicholas C. Dattilo Bishop of 121,602.25
Harrisburg and his successors in office in trust for:
Total from continuation pages.... 122,602.25
TOTAL OF PART 11- ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET $ 246,204.50
2W46AI 1.000 (If more space IS needed, Insert additional sheets of the same size)
.
Page 2
Estate of: Onishick, James J. 21-2003-0858
Schedule J Part 1 -- Beneficiaries
Item Amount or
No. Name and Address of person{s) receiving property Relationship Share of Estate
-
6 Rodriquez, Rev. Luis R. Friend 2,500.00
St Benedict the Abbot Church
1300 Lehman Street
Lebanon, PA 17046
. .
Page 2
Estate of: Onishick, James J. 21-2003-0858
Schedule J Part 2 -- Charitable and Governmental Distributions
Item Amount or
No. Description Share of Estate
-
2 One-half (1/2) thereof to provide tuition assistance
to Trinity High School, Shiremanstown, PA
One-Fourth (1/4) thereof to provide tuition
assistance to St Teresa's School, New Cumberland, PA
One-Fourth (1/4) thereof to provide funds for general
purposes of St. Francis of Assisi Catholic Church,
Harrisburg, PA
3 Holy Spirit Hospital of the 24,320.45
Sisters of Christian Charity
Attn: Suzanne Gookin
Director of Deve10pement for
Holy Spirit Health System
503 North 21st Street
Camp Hill, PA 17011
4 Comfort Care of Holy Spirit, Inc 1,000.00
503 North 21st Street
Camphill, PA 17011
5 Comfort Care of Holy Spirit, Inc 24,320.45
503 North 21st Street
Camphill, PA 17011
6 Hospice of Center of Pennsylvania, Inc 48,640.90
98 South Enola Drive
Enola, PA 17025
7 Aid to the Church in Need, Inc 24,320.45
378 Broome Street
New York, NY 10013-3706
TOTAL. (Carry forward to main schedule) . . . . . . 122,602.25
. . !1M&rBank
499 Mitchell Road, Millsboro, DE 19966 Mail ('ode DE-MB-12
Phone (302) 934-2909
F ax (302) 934-2955
November 21. 2003
Fulton Financial Advisors
One Penn Square
Lancaster, P A 17602
Re: Estate of James J Onishick
Social Securitv: 202-10-1823
Date of Death: October 8. 2003
Dear Sir or Madam:
Per your inquiry dated October 24, 2003, please be advised that at the time of death. the above-named decedent had all
deposit with this bank the following:
1. Type of Accuunt Checking Account
Account Number 64380025
Ownership (Names of) James J Onishick
Claribel S Onishick
Opening Date 09/20/95
Balance on Date of Death $25.685,20
Accrued Interest $ 1.90
Total $25}/87.T6
.'\ (
, ^. , " .-
2. Type of Account Checking Account
Account Number 98031783
Ownership (Names oj) James J Onishick
Claribel S Onishick
Opening Date 02/12/97
Balance on Date of Death $8,784.23
Accrued Interest $ 2.44
Total $8)86,67 ..,,--.-.-..-..-....
For further account information, closures and/or reimbursement of funds please call the West Shore Plaza Office at #717-255-2271.
,
TELEPHONE: (717) 898-7284
Appraisal For:
James J. Onishick
c/o Fulton Financial Advisors
Attn. Beth Hawk
PO Box 7989
Lancaster, Penna. 17604
December 4, 2003
Collection of books to include: Survey, Geological,
Cook Books and Miscellaneous Magazines and Ephemera $ 20.00
I, the undersigned appraiser, hereby certify that I have personally made a full and complete
appraisal of the above listed items; that I have no present or contemplated interest in the ap-
praisal, financial or otherwise, and any remuneration received as compensation for this ap-
praisal bears no relationship to the values reported and that to the best of my knowledge and
belief, the quoted values are insurance values. This appraisal may not be used as collateral.
{Uy f~'"
Philip V. Nissley
Auctioneer
SALES CONDUCTED ON THE OWNER'S PREMISES OR AT THE AUCTION GALLERY
.
. .
JAY E. ZIEGLER, CAI, AARE
. AUCTIONEER
z4di~@[j' 1550 SAND HILL RD.
HUMMELSTOWN, PA 17036
VOICE: 717.533.4267
AUCTI CO~ FAX: 717.533.2114
WEB SITE: zieglerauction.com
& APPRAISALS E-MAIL: info@zielglerauction.com
JANUARY 2, 2004
APPRAISAL
TO WHOM IT MAY CONCERN:
mIS IS TO CERTIFY THAT WE ARE ENGAGED IN THE ANTIQUES, HOUSEHOLD FURNITURE AND
HOUSEHOLD GOODS BUSINESS. WE CERTIFY THAT WE CAREFULLY EXAMINED mE FOLLOWING
LISTED AND DESCRIBED ARTICLES, WHICH ARE THE PROPERTY OF __
JAMES ONISHICK
C/O FULTON FINANCIAL ADVISORS
P.O. BOX 7989
LANCASTER, PA 17604
WE ESTIMATE mE APPRAISED VALUE AS LISTED FOR ESTATE OR OTHER PURPOSE AT mE
PRESENT CURRENT MARKET VALUE. IN MAKING THIS APPRAISAL, WE DO NOT AGREE TO
PURCHASE OR REPLACE THE ARTICLES.
SINCERELY,
L:-RC ~(uL)
JAY E. ZIEGLER, CAI, AARE
ZIEGLER AUCTION COMPANY, LTD.
.
.
APPRAISAL
LIVING ROOM
Duncan Phyffe Table & 6 Chairs $ 150.00
Sylvania Color Console Television $ 35.00
Tan Recliner $ 70.00
Orange Swivel Rocker $ 15.00
Round Duncan Phyffe Pedestal Lamp Table $ 35.00
Pair End Tables $ 10.00
Pair of Lamps $ 8.00
Sofa $ 70.00
Brass Table Lamp, Brass Figurines, Floor Lamp, Magazine
Rack, Half-Round Table, Camera $ 20.00
Maple Desk wi 4 Drawers $ 20.00
2 Knives, Box of Miscellaneous Vases, Mother-of-Pearl
Inlay, Range Scale $ 30.00
Frames, Fishing Rods $ 10.00
BEDROOM
Danbury Mint Lighted Houses & Boats, Clock $ 10.00
Bedroom Set $ 150.00
15" Admiral Television $ 35.00
3 Lamps, Mirror Tray $ 8.00
KITCHEN
Sharp Carousel II Microwave $ 15.00
Kenmore Oven, Dishes $ 5.00
total appraisal $696.00
~8 Buick Century 4-door automatic, 19,320 miles - $5,360.001
ZIEGLER AUCTION COMPANY, LTD.
.
Kelley Blue Book Used Car Values Page 1 of2
.~!~!!~!!~~ filii
· ~~~m
New ~= Blue Book Private Party Report
IIM:IIIIIIYes Pennsylvania. January 6, 2004
Qaallty Ratings
Ow'*"hlp c:oet
MJ Can v....
UI8d Car Rail 1998 Buick Century Limited Sedan 40
FNe PrIce QuI* Buy a Used Car
1kIy. used Car Free Lemon Check 5 e I
Sell Yo... Car _" - ~ ' Auto Loans from 3.99% APR
MOIOrqe* ,'!", -,.""", ,;.--
" , . Insurance Quote
:.-::.c:: Payment Calculator
LenIOII Check , , Print "For Sale" Sign
~~? 'j->:"
OIr~ f......~,:,,' Review of This Car
Cer .,....,.... '".- .
D<<IIIon G.... ' ff
Adwlce
Engine: V6 3.1 Liter
FrM Newsletter Trans: Automatic
About Id:Ib Drive: Front Wheel Drive I
tIOIH Mileage: 19,320
Equipment
Air Conditioning AM/FM Stereo
Power Steering Dual Front Air Bags
Power Windows ABS (4-Wheel)
Consumer Rated Condition: Good
"Good" condition means that the vehicle is free of any major defects.
The paint, body and interior have only minor (if any) blemishes, and
there are no major mechanical problems. In states where rust is a
problem, this should be very minimal, and a deduction should be
made to correct it. The tires match and have substantial tread wear
left. A clean title history. A "good" vehicle will need some
reconditioning to be sold at retail; however major reconditioning
should be deducted from the value. Most recent model cars owned by
consumers fall Into this category.
Private Party Value ' $5,360
Private Party value represents what you might expect to pay for a
used car when purchasing from a private party. It may also represent
the value you might expect to receive when selling your own used
car to another private party.
NMH/8826:!:!,2051l5/00
' .
Joint Revocable Deed of Trust
We,.JA~.:s.T. 0~,'s k~c.. k. andClAfl; b { S', O~;sh;c~husband and wife, of Cvu.k../~
County, Pennsylvania, as settlors, intend to transfer propeny to FULTON FINANCIAL
ADVISORS, N.A., as trustee, and direct that this trustee shall hold this propeny in trust, together
with any other property that may be added to the trust, as provided in this instrument.
Section 1. Pavrnents of Income and Principal.
(a) While both of us are alive:
(1) We intend that all property transferred to the trust shall be our joint
property with right of survivorship.
(2) The trustee shall pay to us or to either of us whatever income or
principal we request or either one of us requests from time to time.
(3) If the trustee determines that either or both of us have become
disabled in any way, the trustee shall apply income or principal directly for our benefit or for the
benefit of any person we are legally obligated to support.
(4) Any income that is not distributed may be added to principal.
(b) Beginning with the date of death of the first of us to die and thereafter
during the lifetime of the survivor of us:
(1) The trustee shall pay to the survivor whatever income or principal
the survivor requests from time to time.
(2) If the trustee determines that the survivor has become disabled in
any way, the trustee shall apply income and principal directly for the surviyor's benefit or for the
benefit of any person the survivor is legally obligated to support.
(3) Any income that is not distributed may be added to principal.
1
NMH/882622.205/15/00
"
Section 2. Distribution at Death.
(a) Upon the death of the survivor, the trustee shall distribute all property then
belonging to the income and principal of the trust, together with all property distributable to the
trustee as a result of the survivor's death, to the survivor's estate.
(b) If we should die simultaneously or under such circumstances that the order
of our deaths cannot be established by proof, the trustee shall distribute all property belonging to
the income and principal of the trust, together with all property distributable to the trustee as a
result of our deaths, in equal shares to our respective estates.
Section 3. Spendthrift Provision. Except as otherwise required by law, no
interest of any beneficiary in any property passing under this instrument, whether income or
principal, shall be subject to anticipation or assignment by the beneficiary or to attachment or
other legal process by any person having a claim against the beneficiary while in the possession
of my fiduciaries.
Section 4. Administrative Powers. We authorize the trustee, with respect to
all property held by the trustee in any capacity under this instrument, to exercise in its sole
discretion and without prior authority from any court, in addition to all powers conferred on the
trustee by law, the following powers:
(a) Power to purchase or otherwise acquire and to retain any property,
whether or not authorized for investments by law, and whether or not productive, including stock
or other securities of the trustee or the holding company or any other affiliate of the trustee,
without diversification as to kind or amount.
(b) Power to transfer, sell, exchange, partition, lease, mortgage, pledge, give
options upon, or otherwise dispose of any property, at public or private sale or othervvise, for
cash or other consideration or on credit, and upon such terms and conditions, with or without
security, and for such price as the trustee may determine.
(c) Power to hold cash unllyested in such amounts, at such times, and for
such periods as the trustee may determine.
(d) Power to hold or register any securities or other property in the name of a
nominee or in such form as to pass by delivery, with or without indicating their fiduciary
character.
(e) Power to vote any corporate stock in person, through designees, or by
proxy, with or without power of substitution, and to execute authority or proxies to one or more
designees or nominees.
(f) Power to join in and to deposit securities under any plan of lease,
mortgage, merger, consolidation, reorganization, foreclosure, or voting trust and generally to
exercise all the rights and powers of a security holder of any corporation.
2
NMH/882622,205/15/00
"
(g) Power to borrow money and to pledge propeny to secure the borrowing
without incurring personal liability.
(h) Power to compromise or settle claims and other controversies on such
terms as the trustee shall determine.
(i) Power to invest in any common trust fund maintained by any COrporate
fiduciary or any affiliate of a corporate fiduciary.
CD Power to continue or to pennit the continuation of any business, whether
incorporated or unincorporated, for such period, or to recapitalize or liquidate the business upon
such terms, as the trustee shall detennine, including power to invest additional sums in the
business, power to make loans to the business and to guarantee and to pledge or mortgage
property as security for loans made to the business by other lenders, power to act or select other
persons to act and to receive or to authorize other persons to receive compensation for acting as
directors, officers, or other employees of the business, without regard to whether they are
fiduciaries or beneficiaries, and power to make such other arrangements in respect of the
business as the trustee may detennine.
(k) Power to purchase property from the executors of the estate of the first of
us to die or the trustees of any trust created by either of us at its fair market value and to make
loans to the executors of the estate of the first of us to die or the trustees of any trust created by
either of us for adequate consideration, upon such tenns and conditions as the trustee shall
determine.
(1) Power to allocate any property received or any charge incurred either to
principal or income or partly to each without regard to any law defining principal and income.
(m) Power to exercise any tax elections provided by law without requiring
adjustment between principal and income for any resulting effect on income or estate taxes.
(n) Power to combine any trust created under this instrument with any other
trust having substantially similar proYisions, whether created under this instrument or created by
either of us or another person under a different instrument.
(0) Power to change the situs of any trust held under this instrument from the
jurisdiction in which the trust is then being administered to a different jurisdiction by a signed
instrument filed with the trust records.
(P) Power to tenninate any trust held under this instrument, if the value
thereof does not warrant the cost of continuing the trust or if its administration would be
otherwise impractical, by distributing the principal and any accumulated income of the trust to us
or to the survivor of us.
(q) Power to make distributions in cash or in kind, or partly in each, or by way
of undivided interests, without making pro rata distributions of specific assets, and without
regard to the income tax basis of specific assets allocated to any beneficiary.
-.
.J
NMH/882622,205/15/00
,. .'
(r) Power to distribute any property that shall vest in or become distributable
to a beneficiary who is subject to a legal disability, by distributing the property to or for the
benefit of the beneficiary directly, without the intervention of a guardian, or by distributing the
property to a guardian of the estate of the beneficiary.
(s) Power to retain and to pay the fees and expenses of attorneys, accountants,
custodians, investment counsel, and other agents and advisors, without reducing the
compensation payable to the trustee.
(t) Power to exercise all rights and powers conferred on the trustee either by
this instrument or by law in respect of all property held by the trustee in any capacity under this
instrument until the property is fully distributed.
Section 5. Concerning the Trustee.
(a) The trustee shall not be required to give a bond or other security in any
jurisdiction.
(b) The trustee shall be entitled to receive compensation for its services in any
fiduciary capacity under this instrument in accordance with its published schedule of rates from
time to time in effect when the services are performed.
(c) The trustee may make court accountings, but the approval of an account
by the interested beneficiary or beneficiaries shall be a full discharge of the trustee.
(d) The trustee shall not be liable for any breach of trust except a breach of
trust committed in bad faith, or intentionally, or with reckless indifference to the interests of the
beneficiaries of the trust.
Section 6. Revocability. The trust created by this instrument is revocable,
and this instrument may be amended or revoked by us or by the survivor of us at any time and
from time to time by written instrument signed by us or by the survivor of us and delivered to the
trustee. The duties, powers, and liabilities of the trustee shall not be changed by amendment,
however, without the written consent of the trustee.
Section 7. Communication. Communication with the trustee, including but
not limited to the delivery and receipt of notices that may be required hereunder, may be through
the trustee's designated account officer. The designated account officer, in his or her discretion,
may accept instructions from either of us, whether such instructions are communicated orally, by
telephone, by facsimile, by electronic mail, or otherwise, which the designated account officer
believes to be genuine, and the trustee shall not be liable for the designated account officer
accepting any such instructions in good faith. Whenever instructions have been given by one of
us, the other one of us shall be deemed to consent to such instructions without the trustee or the
designated account officer being required to give notice to, or obtain the consent of, the other
one.
Section 8.
this instrument shall be in
4
NMH/8S2622,205!l5/00
.. ~
regarding the validity, effect or interpretation of this instrument or the administration of any
trust created under this instrument shall be governed by the laws of Pennsylvania.
ve signed this instrument on this date: :T;.\ { Y ,5 . ~OOO
,
Settlor: -
i ~awt.l g ~M1d
II (f ' )
settlU~:'J; ('" ~'~
'f.. ' i . , l~ ~
( )
5
.- NMH/882622.205/15/00
"
FULTON FINANCIAL ADVISORS, N.A. hereby acknowledges that it has
received the property ~ted)t the attached schedule and accepts the trust created by this instrument
on this date: 'l a- (, 00 .
FULTON FINANCIAL ADVISORS, N.A.
BY:~~t~
6 Authorized fficer
. . .
,
.
T, copy
t
lIast lIIill aub Wtstamtut
of
JJames JJ. (@ntsl1irk
I, JAMES J. ONISHICK, of Lower Allen Township, Cumberland County, Pennsylvania,
declare this to be my last will and revoke any will previously made by me.
I.
I direct that all my legal debts and funeral expenses, including my gravemarker and all
expenses of my last illness, shall be paid, unless otherwise provided, from my residuary estate as
soon as practicable after my decease as a part of the expense of the administration of my estate.
II.
I bequeath my automobile, household goods, jewelry, personal effects and other tangible
personalty of a like nature (not including cash or securities), together with any existing insurance
thereon, to my wife, CLARIBEL S. ONISHICK, provided she shall survive me. Should my wife,
CLARIBEL S. ONISHICK, predecease me, I bequeath such tangible personalty and insurance
thereon (except any automobile that I may own at the time of my death and the personal property
hereinafter specifically bequeathed) to my nephews, LAWRENCE BURGESS and JAMES
- BURGESS, to be divided between them by the Executor in as nearly equal shares as practical. I
specifically bequeath any automobile that I own at the time of my death to my nephew, JAMES
BURGESS.
III.
Should my wife, CLARIBEL S. ONISHICK, predecease me, I hereby make the following
pecuniary bequests:
. .
010087-00001/10.19.00/JRDIMAM/118096.1
A. Two Thousand ($2,000.00) Dollars to my friend, FORREST KNORR, provided he
shall survive me.
B. The sum of Two Thousand Five Hundred ($2,500.00) Dollars to THE REVEREND
MONSIGNOR ROBERT E. LAWRENCE, provided he shall survive me.
C. The sum of Two Thousand Five Hundred ($2,500.00) Dollars to THE REVEREND
LAWRENCE R. COAKLEY, provided he shall survive me.
D. The sum of Two Thousand Five Hundred ($2,500.00) Dollars to THE REVEREND
lUIS R. RODRIGUEZ. provided he shall survive me.
E. One Thousand ($1,000.00) Dollars to COMFORT CARE OF HOLY SPIRIT, INC,
F. Two Thousand ($2,000.00) Dollars to THE MOST REVEREND NICHOLAS C.
DATTilO, BISHOP OF HARRISBURG, and his successors in office, for the use
and benefit of the PRIESTS RETIREMENT HOME.
IV.
I devise and bequeath the residue of my estate of every nature and wherever situate to my
wife, CLARIBEL S. ONISHICK. Should my wife, CLARIBEL S. ONISHICK, predecease me, I
devise and bequeath the residue of my estate of every nature and wherever situate as follows:
A. Twenty-five (25%) percent thereof to my nephew, LAWRENCE BURGESS,
provided he shall survive me. Should my nephew, LAWRENCE BURGESS,
predecease me then I devise and bequeath his share to his then living issue. per
stirpes.
B. Twenty-five (25%) percent thereof to my nephew, JAMES BURGESS, provided he
shall survive me. Should my nephew, JAMES BURGESS, predecease me, I
devise and bequeath his share to his then living issue, per stirpes.
2
010081-o0001/10.19.00/JRDIMAM/118096.1
C. Twenty-five (25%) percent thereof to THE MOST REVEREND NICHOLAS C.
DAITIlO, BISHOP OF HARRISBURG and his successors in office, IN TRUST,
and I specifically direct that the principal of this residuary bequest shall be invested
and reinvested and the annual income derived therefrom shall be used exclusively
for the following purposes:
(1 ) One-half (1/2) thereof to provide tuition assistance to needy
students at TRINITY HIGH SCHOOL, Shiremanstown, Pennsylvania. If
TRINITY HIGH SCHOOL is no longer in existence then the income derived
therefrom shall be used, annually, to provide tuition assistance to needy
students of any other parochial school sponsored by the Diocese of
Harrisburg.
(2) One-fourth (1/4th) thereof to provide tuition assistance for needy
students of ST. THERESA'S SCHOOL, New Cumberland, Pennsylvania.
If ST. THERESA'S SCHOOL is no longer is existence then the income
derived therefrom shall be used, annually, to provide tuition assistance to
needy students of any other parochial sponsored by the Diocese of
Harrisburg.
(3) One-fourth (1/4th) thereof to provide funds for the general purposes
of ST. FRANCIS OF ASSISI CATHOLIC CHURCH, 1439 Market Street,
Harrisburg, Pennsylvania.
D. Five (5%) percent thereof to HOLY SPIRIT HOSPITAL OF THE SISTERS OF
CHRISTIAN CHARITY. I specifically direct that the Board of Directors of Holy
Spirit Hospital of the Sisters of Christian Charity shall invest and reinvest the
principal through its Endowment Fund and shall use the annual income derived
therefrom for general hospital purposes.
E. Five (5%) percent thereof to COMFORT CARE OF HOLY SPIRIT, INC. I
specifically direct that the Board of Directors of Comfort Care of Holy Spirit, Inc.
3
.
010087-00001/10.19.00/JRDIMAM/118096.1
shall invest and reinvest the principal and shall use the annual income derived
therefrom to support the Hospice Program of Comfort Care of Holy Spirit, Inc.
F. Ten (10%) percent thereof to HOSPICE OF CENTRAL PENNSYLVANIA, INC. I
direct that the Board of Directors of other governing body of Hospice of Central
Pennsylvania, Inc. shall invest and reinvest the principal and shall use the annual
income derived therefrom to support its Hospice Program.
G. Five (5%) percent thereof to AID TO THE CHURCH IN NEED, INC., a Califomia
domestic nonprofit corporation (an organization exempt from federal income tax
and listed in the Official Catholic Directory for the United States - Diocese of
Rockville Centre, New York). I direct that the Board of Directors of AID TO THE
CHURCH IN NEED, INC. shall use the bequest to support its charitable mission.
In the event that AID TO THE CHURCH IN NEED, INC. is not in existence at the
time of my death or not then an organization exempt from federal income tax
pursuant to Section 501(c)(3) of the Internal Revenue Code, then I direct that this
residuary bequest shall lapse and this residuary bequest shall be added to and
shall become part of the residuary bequest to THE MOST REVEREND
NICHOLAS C. DATTILO, BISHOP OF HARRISBURG and his successors in
office as forth in Paragraph IV-C hereof.
V.
Should any person entitled to a share of my estate not attained the age of twenty-five (25)
at the time of distribution to him or her, I devise and bequeath his or her share to FULTON
FINANCIAL ADVISORS, N.A., IN SEPARATE TRUST, to hold, manage, invest and reinvest the
shares so received and accumulation of income thereon, to use and apply the income and
principal, or so much thereof, at Trustee's discretion, as may be necessary or appropriate for such
person's support and education (including trade school and college education, both graduate and
undergraduate) without regard for his or her parents ability to provide for such support or
education, or to make payments for these purposes, without further responsibility, to such person
or such person's parent or to any person taking care of such person. Any principal or income not
so applied shall be distributed to such person absolutely when he or she attains the age of twenty-
4
.
, 010087-00001/10.19.00/JRDIMAM/118096.1
..
five (25) years. If he or she dies before attaining the age of twenty-five (25) years, the Trust shall
terminate and such shares shall be distributed to his or her personal representative.
VI.
I direct that all taxes that may be assessed in consequence of my death of whatever
nature and by whatever jurisdiction imposed shall be paid from my residuary estate as part of the
expense of the administration of my estate.
VII.
I appoint my wife, CLARIBEL S. ONISHICK, Executrix of this, my last Will. Should my
wife, CLARIBEL S. ONISHICK, fail to qualify or cease to act as Executrix, I appoint FUL TON
FINANCIAL ADVISORS, N.A., of Harrisburg, Pennsylvania, Executor of this, my last Will.
VIII.
I direct that my Executrix, or her successors, shall not be required to post bond for the
faithful performance of their duties in any jurisdiction.
IX.
I direct that my fiduciary shall be entitled to compensation based on its regular schedule of
fees for such services in effect from time to time during the period over which its services are
performed.
IN WITNESS WHEREOF, I have hereunto set my hand and seal this J1lt day of
rJc:t'b lJu ,2000. l'1WfA~E~tJ:.!jk~~
(SEAL)
Signed, sealed, published and declared by the above-named Testator, as and for his Last
Will and Testament, in the presence of us, who, at his request, in his presence and in the
presence of each other have hereunto subscribed our names as witnesses.
..
~.:~~rJ~-~~,
5
-
010087-00001/10.19.00/JRDIMAM/118096.1
ACKNOWLEDGMENT
COMMONWEALTH OF PENNSYLVANIA
: ss:
COUNTY OF CUMBERLAND
I, JAMES J. ONISHICK, Testator, whose name is signed to the foregoing instrument,
having been duly qualified according to law, do hereby acknowledge that I signed and executed
the instrument as my Last Will and Testament; that I signed it willingly; and that I signed it as my
free and voluntary act for the purposes therein expressed.
~I a.6~~J.
JAMES J( ONISHICK
Sworn or affirmed to a~ acknowledged before me, by JAMES J. ONISHICK, the
Testator, this /~ day of ~kA) ,2000.
~VAu~
No ry Pu
Notarial Seal
Nina June Davis, Notary Public
lemoyne Bora, Cumberland County
My Commission Expires Oct. 31,2002
Member, Pennsylvama Association ot Notanes
6
. - -
010087-00001/10.19.00/JRDIMAM/118096.1
AFFIDA vir
COMMONWEAL TH OF PENNSYLVANIA
COUNTY OF CUMBERLAND
We, A....)..i.c-:.~~, J' <2(\'S,.'\.\~d l k;'C'~\ \~ ll. &-o~ ,the witnesses
whose names are signed to the foregoing in ment, beIng duly qualified according to law, do
depose and say that we were present and saw the Testator sign and execute the foregoing
instrument as his Last Will and Testament; that he signed willingly and that he executed it as his
free and voluntary act for the purposes therein expressed; that each of us in the hearing and sight
of the Testator signed the Will as witnesses; and that to the best of our knowledge, the Testator
was that time at least 18 years of age, of sound mind and under no constraint or undue influence.
l
C:-:... ~ r2 _~
-0
~~\<::'nll '=l. \0 \S\\-~'>~
Swom or affirmed to and subscribed to before me by /Jji-/;<10J. (1A9::';~ and
/??1:t!Ae/~ )7)~M5.-r ,witnesses, this /9Zt day of ~ kr , 2000.
~~~JI~
Notary Publi
No!arial Seal
Nina June Davis, Notary Public
Lemoyne Boro, Cumberland County
My Commis~inn Expires Oct. 31, 2002
Member, Pennsylvania Association at Notanes
7
STATUS REPORT UNDER RULE 6.12
Name of Decedent: JAMES J. ONISHICK
Date of Death: OCTOBER 8. 2003
Will No. 231-2003-0858
Pursuant to Rule 6.12 ofthe Supreme Court Orphans' Court Rule, I report the
following with respect to completion ofthe administration ofthe above-captioned estate:
1. State whether administration ofthe Estate is complete:
Yes No X
2. If the answer is No, state when the personal representative reasonably
believes that the administration will be complete: 6 MONTHS
3. If the answer to No.1 is Yes, state the following:
a. Did the personal representative file a final account with the Court?
Yes No
b. The separate Orphans' Court No. (ifany) for the personal
representative's Account is:
c. Did the personal representative state an account informally to the
parties of interest? Yes No
d. Copies of receipts, releases, joinders and approvals of formal or
informal accounts may be filed with the Clerk ofthe Orphans' Court and may be attached
to this report.
Date: September 28, 2004
JE YR. IE
HNSON, DUFFIE, STEWART & WEIDNER
301 Market Street
(X) P.O. Box 109
:q Lemoyne, P A 17043
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0 Capacity: Personal Representative
''', (x) Counsel for Personal
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FULTON FINANCIAL ADVISORS"
Making Success Personal."
Writer's Direct Dial Number,
(717) 291-2854 '04
j":l.-" 1'12 :32
LUJ -1
November 30,2004
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Register of Wills
Cumberland County Courthouse
ATTN: Sue
Hanover and High Streets
Carlisle, PAl 70 I3
Re: Estate of James J. Onishick, Deceased
Estate No. 21-2003-0858
Dear Sue:
. ,.
Enclosed isa copy of the Attorney General Approval Letter for you to place in the James
J. Onishick Estate file.
Thank you for your assistance and cooperation, If you should have any questions, or
need any additional information, please do not hesitate to call me.
Very truly yours,
x1d1t 1(, J-/awt
Cl-O
Beth R. Hawk
Estate Settlement Officer
BRH:clo
Enclosure
cc: Jerry R. Duffie, Esquire
One Penn Square, Lancaster, PA 17602 . www,fultonfinancialadvisors,com
Investments. Wealth Management. Corporate and Retirement Services. Private Banking. Insurance
--- -. ---- ----- -.-
31 d. - I 'j,J 1./ , ~
COpy
COMMONWEALTH OF PENNSYL V AN1A
OFFICE OF ATTORNEY GENERAL
November 1, 2004
Charitable Trosts and
Gerald I. Pappert Organizations Section
^U<>nlcy 0encr0I 14th Floor, Strawberry Sq.
Harrisburg, PA 17120
Telephone: (717) 783-2853
Facsimile: (717)787-1190
Dana Wieseman, Legal Assistant
JOHNSON, DUFFIE, STEWART & WEIDNER. RECEIVED
301 Market Street
P.O. Box 109 NO\ - oj _
Lemoyne,PA 17043-0109
JOHN:iON. OUfI'It:
Re: Estate ofJames Oniscbick STEWARl AND WEIONff':
No. 21-2003-0858
Dear Ms. Wieseman:
This wiIl acknowledge receipt of your notice pursuant to Supreme Court Orphans' Court
Rule 5.5, regarding the above-captioned matter. Based upon the documents provided, I have no
objection to the First and Final Account.
Please be advised that the above review was conducted pursuant to the parens patriae
function of this Office and has no bearing on any matter unrelated to that function. It should be
noted that this Office's approval of the current accounting should not be interpreted as approval
of the practice of charging trustee fees according to a corporate fiduciary's fee schedule, and this
Office will, of course, have the right in reviewing any future accounts, to object to any and all
fees deemed excessive or inappropriate, Please fOlWard copies of the signed Releases, when
obtained, so that we may complete our file. . Thank you for your cooperation dw'ing the course of
our review.
V cry truly yours,
~~',l
ro",
, ' ~/1t -~
~ .
--'
~ Heather 1. Vance-Rittman
, Deputy Attorney General
-zr
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. -
IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY
COMMONWEALTH OF PENNSYLVANIA
ORPHANS' COURT DIVISION
,.....,
(") ,=
c.::) :;:::-1
IN THE ESTATE OF c:o c.n rTl
"":':~;~ "- C)
:<:..,:. <-:-_)
"f! ~..- ::'Ti
JAMES J, ONISHICK, No, 21-03-0858 <-:-;
~"':J t"~i .-. ..--'-f-1
...-"";' .-:-
(~) ,--',
DECEASED " I.
-. -on
-"-'. C')
- __ ITl
RECEIPT AND RELEASE AGREEMENT' .. ("ho
r-.> -',"\
.,...
WHEREAS, James J, Onishick died testate on October 8, 2003; and
WHEREAS, Fulton Financial Advisors, N. A, successor to Fulton Bank, is
Executor under the Will of James J. Onshick, dated October 19, 2000, and Letters
Testamentary were granted to Fulton Financial Advisors, N. A. on October 21,2003 by
the Register of Wills of Cumberland County, Pennsylvania; and
WHEREAS, Item II of the Will of James J. Onishick states:
II... Should my wife, CLARIBEL S. ONISHICK, predecease me,
I bequeath such tangible personalty and insurance thereon
(except any automobile that I may own at the time of my death
and the personal property hereinafter specifically bequeathed) to
my nephews, LAWRENCE BURGESS and JAMES BURGESS,
to be divided between them by the Executor in as nearly equal
shares as practical... "; and
WHEREAS, Item IV. B. of the Will of James J, Onishick states: IV,
I devise and bequeath the residue of my estate of every nature and
wherever situate to my wife, CLARIBEL S. ONISHICK. Should my
wife, CLARIBEL S. ONISHICK, predecease me, I devise and
bequeath the residue of my estate of every nature and wherever
situate as follows: 8, Twenty-five (25%) percent thereof to my
nephew, JAMES BURGESS, provided he shall survive me."
WHEREAS, Claribel S, Onishick predeceased her husband on April 4, 2003; and
WHEREAS. James J. Onshick is survived by his nephew, James Burgess; and
WHEREAS, JAMES BURGESS has examined the attached accounting and
acknowledges that it is complete and accurate, hereby waiving any right to demand the
~
.
.
filing of a formal court accounting by Fulton Financial Advisors, N, A., and approves the
acts and transactions of the Executor in the administration of the Estate; and
WHEREAS, it is the desire of the parties hereto that distribution of the balance of
principal and income be made without the formality of the filing of an accounting in the
above referenced Court or any other court having jurisdiction; and
WHEREAS, Fulton Financial Advisors, N, A is willing to make such distribution
upon receipt of the release and indemnification provided for in this Agreement.
NOW THEREFORE, KNOW ALL MEN BY THESE PRESENTS that the
undersigned does hereby request Fulton Financial Advisors, N, A to make distribution
of the balance of the Estate without the filing of an accounting for audit and approval by
the court having jurisdiction, The undersigned, in consideration of the payment and
delivery to him of the following:
Assets Previously Distributed:
Personal Property (previously
distributed at appraised value
on 3/8/04) $ 358.00
Income Cash (previously
distributed on 8/6/04) $3,402,28
Assets to be Distributed:
Principal Cash $107,883.47
Income Cash 1,498.41
the receipt of which is hereby acknowledged, for himself, his heirs, personal
representatives, successors and assigns does remise, release, quit-claim and forever
discharge Fulton Financial Advisors, N. A and its predecessor, Fulton Bank, individually
and as Executor (aforesaid, successors and assigns, of and from all actions, suits,
payments, accounts, claims and demands whatsoever or by reason thereof, and from
any suit, payment, claim or liability arising from the administration of the Estate,
including, but not limited to, the administration of any common trust fund by the Fulton
Financial Advisors, N. A or its predecessor or arising from any losses on investments
including, but not limited to, investments in any common trust fund administered by
Fulton Financial Advisors, N. A., or its predecessor and hereby agrees that any court
having jurisdiction may by its decree discharge Fulton Financial Advisors as Executor.
The undersigned further agrees to indemnify and hold harmless Fulton Financial
Advisors, N. A, successors and assigns, from and against any and all claims, loss,
.
liability or damage which it may suffer or to which it may be subjected by reason of the
settlement of the account and the distribution of assets of the said Estate without
approval of the court having jurisdiction. In consideration of the distribution to the
undersigned of the property described above, the undersigned agrees to pay Fulton
Financial Advisors, N, A. any amount up to the value of the property that may be
necessary in the future to discharge any liabilities of the Estate,
The undersigned further declares that it is his intention to be legally bound by the
execution of this Agreement.
IN WITNESS WHEREOF. the undersigned has hereunto set his hand and seal
this day of .2004,
Witness:
~1 (b/h~
STATE OF SOUTH CAROLINA
COUNTY OF Ch".,..kJ.Jc-J : SS:
On this b~day of tkcel\bet.. ,2004, before me, a Notary Public, personally
appeared JAMES BURGESS known to me (or satisfactorily proven) to be the person
whose name is subscribed to the within instrument and acknowledged that he executed
the same for the purposes therein contained.
IN WITNESS WHEREOF, I hereunto set my hand and seal.
.~(~ ~ ,
NOTARY PUBLIC
MY COMMISSION EXPIRES:
MAIL BOX::S ETC. 343-797-7922
8RIAN C. COKE
NOTARY PUBLIC FOR SOUTH CAROLINA
MY COMMISSION EXPIRES MARCH 22ND, 2011
. . .
.
IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY
COMMONWEALTH OF PENNSYLVANIA
ORPHANS' COURT DIVISION
IN THE ESTATE OF
JAMES J, ONISHICK, No, 21-03-0858
DECEASED
RECEIPT AND RELEASE AGREEMENT
WHEREAS, James J, Onishick died testate on October 8, 2003; and
WHEREAS, Fulton Financial Advisors, N, A., successor to Fulton Bank, is
Executor under the Will of James J, Onshick, dated October 19, 2000, and Letters
Testamentary were granted to Fulton Financial Advisors, N, A on October 21, 2003 by
the Register of Wills of Cumberland County, Pennsylvania; and
WHEREAS, Item 1/ of the Will of James J. Onishick states:
II...Should my wife, CLARIBEL S. ONISHICK, predecease
me, I bequeath such tangible personalty and insurance thereon
(except any automobile that I may own at the time of my death and
the personal property hereinafter specifically bequeathed) to my
nephews, LAWRENCE BURGESS and JAMES BURGESS, to
be divided between them by the Executor in as nearly equal shares
as practical... "; and
WHEREAS, Item IV, A of the Will of James J, Onishick states: IV,
I devise and bequeath the residue of my estate of every nature and
wherever situate to my wife, CLARIBEL S. ONISHICK. Should my wife,
CLARIBEL S. ONISHICK, predecease me, I devise and bequeath the
residue of my estate of every nature and wherever situate as follows: A.
Twenty-five (25%) percent thereof to my nephew, LAWRENCE
BURGESS, provided he shall survive me."
WHEREAS, Claribel S, Onishick predeceased her husband on April 4, 2003; and
WHEREAS, James J. Onshick is survived by his nephew, Lawrence Burgess,
also known as Laurence Burgess); and
WHEREAS, LAURENCE BURGESS has examined the attached accounting and
acknowledges that it is complete and accurate, hereby waiving any right to demand the
filing of a formal court accounting by Fulton Financial Advisors, N, A, and approves the
acts and transactions of the Executor in the administration of the Estate; and
- , ,
WHEREAS, it is the desire of the parties hereto that distribution of the balance of
principal and income be made without the formality of the filing of an accounting in the
above referenced Court or any other court having jurisdiction; and
WHEREAS, Fulton Financial Advisors, N, A is willing to make such distribution
upon receipt of the release and indemnification provided for in this Agreement.
NOW THEREFORE, KNOW ALL MEN BY THESE PRESENTS that the
undersigned does hereby request Fulton Financial Advisors, N. A to make distribution
of the balance of the Estate without the filing of an accounting for audit and approval by
the court having jurisdiction. The undersigned, in consideration of the payment and
delivery to him of the following:
Assets Previously Distributed:
Personal Property (previously
distributed at appraised value
on 3/8/04) $ 358,00
Income Cash (previously
distributed on 8/6/04) $3,402,28
Assets to be Distributed:
Principal Cash $107,883.47
Income Cash 1,498.41
the receipt of which is hereby acknowledged, for himself, his heirs, personal
representatives, successors and assigns does remise, release, quit-claim and forever
discharge Fulton Financial Advisors, N. A and its predecessor, Fulton Bank, individually
and as Executor (aforesaid, successors and assigns, of and from all actions, suits,
payments, accounts, claims and demands whatsoever or by reason thereof, and from
any suit, payment, claim or liability arising from the administration of the Estate,
including, but not limited to, the administration of any common trust fund by the Fulton
Financial Advisors, N. A or its predecessor or arising from any losses on investments
including, but not limited to, investments in any common trust fund administered by
Fulton Financial Advisors, N. A, or its predecessor and hereby agrees that any court
having jurisdiction may by its decree discharge Fulton Financial Advisors as Executor.
The undersigned further agrees to indemnify and hold harmless Fulton Financial
Advisors, N, A, successors and assigns, from and against any and all claims, loss,
liability or damage which it may suffer or to which it may be subjected by reason of the
settlement of the account and the distribution of assets of the said Estate without
approval of the court having jurisdiction, In consideration of the distribution to the
undersigned of the property described above, the undersigned agrees to pay Fulton
Financial Advisors, N, A. any amount up to the value of the property that may be
necessary in the future to discharge any liabilities of the Estate,
The undersigned further declares that it is his intention to be legally bound by the
execution of this Agreement.
IN WITNESS WHEREOF, the undersigned has hereunto set his hand and seal
this ~ day of /Jeftl "~--. 2004. .
Witness:
~~ rifr:.JIH. -
URENCE BUR
COMMONWEALTH OF VIRGINIA
7 : SS:
COUNTY OF d~,,~
On this {p day of 1fUc.-e.~"""-, 2004, before me, a Notary Public, personally
appeared LAURENCE BURGESS known to me (or satisfactorily proven) to be the
person whose name is subscribed to the within instrument and acknowledged that he
executed the same for the purposes therein contained,
IN WITNESS WHEREOF, I hereunto set my hand and seal.
~at/~
NOTARY P Lie
MY COMMISSION EXPIRES:
MY COMIi/lISSION EXPIRES JANUARY 31, 2008
,
.
IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY
COMMONWEALTH OF PENNSYLVANIA
ORPHANS' COURT DIVISION
IN THE ESTATE OF
JAMES J. ONISHICK, No, 21-03-0858
DECEASED
RECEIPT AND RELEASE AGREEMENT
WHEREAS, James J, Onishick died testate on October 8, 2003; and
WHEREAS, Fulton Financial Advisors, N. A" successor to Fulton Bank, is
Executor under the Will of James J, Onshick, dated October 19, 2000, and Letters
Testamentary were granted to Fulton Financial Advisors, N. A on October 21, 2003 by
the Register of Wills of Cumberland County, Pennsylvania; and
WHEREAS, Item IV, E. of the Will of James J. Onishick states:
"IV, I devise and bequeath the residue of my estate of every
nature and wherever situate to my wife, CLARIBEL S. ONISHICK.
Should my wife, CLARIBEL S. ONISHICK, predecease me, I
devise and bequeath the residue of my estate of every nature and
wherever situate as follows: E. Five (5%) percent thereof
to COMFORT CARE OF HOLY SPIRIT, INC. I specifically direct that the
Board of Directors of Comfort Care of Holy Spirit, Inc. shall invest and
reinvest the principal and shall use the annual income derived therefrom
to support the Hospice Program of Comfort Care of Holy Spirit, Inc,"
WHEREAS, Claribel S, Onishick predeceased her husband on April 4, 2003; and
WHEREAS, COMFORT CARE OF HOLY SPIRIT, INC. has examined the
attached accounting and acknowledges that it is complete and accurate, hereby waiving
any right to demand the filing of a formal court accounting by Fulton Financial Advisors,
N. A, and approves the acts and transactions of the Executor in the administration of
the Estate; and
WHEREAS, it is the desire of the parties hereto that distribution of the balance of
principal and income be made without the formality of the filing of an accounting in the
above referenced Court or any other court having jurisdiction; and
WHEREAS, Fulton Financial Advisors, N, A is willing to make such distribution
upon receipt of the release and indemnification provided for in this Agreement.
.
NOW THEREFORE, KNOW ALL MEN BY THESE PRESENTS that the
undersigned does hereby request Fulton Financial Advisors, N, A to make distribution
of the balance of the Estate without the filing of an accounting for audit and approval by
the court having jurisdiction, The undersigned. in consideration of the payment and
delivery to him of the following:
Assets Previously Distributed:
Income Cash (previously
distributed on 8/6/04) $680.46
Assets to be Distributed:
Principal Cash $21,648,29
Income Cash 299,68
the receipt of which is hereby acknowledged, for themselves, their successors and
assigns does remise, release, quit-claim and forever discharge Fulton Financial
Advisors, N, A and its predecessor, Fulton Bank, individually and as Executor
aforesaid, successors and assigns, of and from all actions, suits, payments, accounts,
claims and demands whatsoever or by reason thereof, and from any suit, payment,
claim or liability arising from the administration of the Estate, including, but not limited
to, the administration of any common trust fund by the Fulton Financial Advisors, N, A
or its predecessor or arising from any losses on investments including, but not limited
to, investments in any common trust fund administered by Fulton Financial Advisors, N,
A, or its predecessor and hereby agrees that any court having jurisdiction may by its
decree discharge Fulton Financial Advisors as Executor.
The undersigned further agrees to indemnify and hold harmless Fulton Financial
Advisors, N, A, successors and assigns, from and against any and all claims, loss,
liability or damage which it may suffer or to which it may be subjected by reason of the
settlement of the account and the distribution of assets of the said Estate without
approval of the court having jurisdiction, In consideration of the distribution to the
undersigned of the property described above, the undersigned agrees to pay Fulton
Financial Advisors, N. A any amount up to the value of the property that may be
necessary in the future to discharge any liabilities of the Estate,
The undersigned further declares that it is its intention to be legally bound by the
execution of this Agreement.
IN WITNESS WHEREOF, the undersigned has hereunto set its hand and seal
this 'f"c day of Duw>tb.i:r , 2004.
Attest: Comfort Care of Holy Spirit, Inc,
1.-., f--" ., ~ LAc '/ 4:~e-Yv
/)l\/[ / 'tL'nJU.,
J.. ~, Linda L. Thoman
Director of Business Operations
COMMONWEALTH OF PENNSYLVANIA
: SS:
COUNTY OF DAUPHIN
On this g"'" day of D('cemiui~ , 2004, before me, a Notary Public, personally
appeared Linda L. Thoman who acknowledged herself to be the Director of Business
Operations of Comfort Care of the Holy Spirit, Inc, and that as such Director of Business
Operations, being authorized to do so. she executed the within instrument for the
purposes therein contained by signing the name of Comfort Care of Holy Spirit by
herself as Director of Business Operations,
IN WITNESS WHEREOF, I hereunto set my hand and seal.
0M f f:Jd/1VWJ:
NOTARY PUBLIC
MY COMMISSION EXPIRES:
NatalIa! Seal
Usa R. Bankert, Notary Public
East Pennsboro Twp" Cumbe<lancl CoI.<11y
My CommiSSion Expires Jan, 22.2007
Membel', Pennsylvania Association Of Nolllrles
.
IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY
COMMONWEALTH OF PENNSYLVANIA
ORPHANS' COURT DIVISION
IN THE ESTATE OF
JAMES J, ONISHICK, No, 21-03-0858
DECEASED
RECEIPT AND RELEASE AGREEMENT
WHEREAS, James J, Onishick died testate on October 8, 2003; and
WHEREAS, Fulton Financial Advisors, N, A., successor to Fulton Bank, is
Executor under the Will of James J, Onshick, dated October 19, 2000, and Letters
Testamentary were granted to Fulton Financial Advisors, N. A. on October 21,2003 by
the Register of Wills of Cumberland County, Pennsylvania; and
WHEREAS, Item IV, G, of the Will of James J, Onishick states:
"IV, I devise and bequeath the residue of my estate of every
nature and wherever situate to my wife, CLARIBEL S. ONISHICK.
Should my wife, CLARIBEL S. ONISHICK, predecease me, I
devise and bequeath the residue of my estate of every nature
and wherever situate as follows: G, Five (5%) percent thereof to
AID TO THE CHURCH IN NEED, INC., a California domestic
nonprofit corporation (an organization exempt from federal
income tax and listed in the Official Catholic Directory for the
United States - Diocese of Rockville Centre, New York), I direct
that the Board of Directors of AID TO THE CHURCH IN NEED,
INC. shall use the bequest to support its charitable mission,"
WHEREAS, Claribel S, Onishick predeceased her husband on April 4, 2003; and
WHEREAS, AID TO THE CHURCH IN NEED, INC. has examined the attached
accounting and acknowledges that it is complete and accurate, hereby waiving any right
to demand the filing of a formal court accounting by Fulton Financial Advisors, N, A.,
and approves the acts and transactions of the Executor in the administration of the
Estate; and
WHEREAS, it is the desire of the parties hereto that distribution of the balance of
principal and income be made without the formality of the filing of an accounting in the
above referenced Court or any other court having jurisdiction; and
WHEREAS, Fulton Financial Advisors, N, A is willing to make such distribution
upon receipt of the felease and indemnification provided for in this Agreement.
NOW THEREFORE, KNOW ALL MEN BY THESE PRESENTS that the
undersigned does hefeby fequest Fulton Financial Advisors, N, A. to make distribution
of the balance of the Estate without the filing of an accounting for audit and approval by
the court having jurisdiction, The undersigned, in consideration of the payment and
delivery to him of the following:
Assets Previously Distributed:
Income Cash (previously
distributed on 8/6/04) $680,45
Assets to be Distributed:
Principal Cash $21,648.29
Income Cash 299,68
the receipt of which is hefeby acknowledged. for themselves, theif successors and
assigns does remise, release, quit-claim and forever discharge Fulton Financial
Advisors, N, A and its predecessor, Fulton Bank, individually and as Executof
aforesaid, sUCceSSOfS and assigns, of and from all actions, suits, payments, accounts,
claims and demands whatsoever or by reason thereof, and from any suit, payment,
claim or liability arising from the administration of the Estate, including, but not limited
to, the administration of any common trust fund by the Fulton Financial Advisors, N, A,
Of its predecessor or arising from any losses on investments including, but not limited
to, investments in any common trust fund administered by Fulton Financial Advisors. N,
A, or its predecessor and hereby agrees that any court having jurisdiction may by its
decree discharge Fulton Financial Advisors as Executor.
The undersigned further agrees to indemnify and hold harmless Fulton Financial
Advisors, N, A, successors and assigns, from and against any and all claims, loss,
liability or damage which it may suffer or to which it may be subjected by reason of the
settlement of the account and the distribution of assets of the said Estate without
approval of the court having jurisdiction, In consideration of the distribution to the
undersigned of the property described above, the undersigned agrees to pay Fulton
Financial Advisors, N, A any amount up to the value of the property that may be
necessary in the future to discharge any liabilities of the Estate,
The undersigned further declares that it is its intention to be legally bound by the
execution of this Agreement.
.
IN WITNESS WHEREOF, the undersigned has hereunto set its hand and seal
this / g day of J-'lJ1C/tI/'7 ,2005,
Attest: Aid to the Church in Need, Inc,
'^
Sarkis 0 jalian
National Director
STATE OF NEW YORK
t 'SS'
COUNTY OF ,,\~ C. : '
On this 1~"f1- day of J/?v<Il.\~ ,2005, before me, a Notary Public, personally
appeared Sarkis Boghjalian who ac wledged himself to be the National Director of
Aid to the Church in Need, Inc. and that as such National Director, being authorized to
do so, he/she executed the within instrument for the purposes therein contained by
signing the name of Aid to the Church in Need, Inc, by himself as National Director,
IN WITNESS WHEREOF, I hereunto s
- "',It.....-
MY COMMISSION EXPIRES: [vlu1~,
DENISE U, HUDSON
Notary Public, State OJ New York
No, 5035059
Qualiiied in New York Co ~
commission Expires: '"
.
-
IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY
COMMONWEALTH OF PENNSYLVANIA
ORPHANS' COURT DIVISION
IN THE ESTATE OF
JAMES J, ONISHICK, No. 21-03-0858
DECEASED
RECEIPT AND RELEASE AGREEMENT
WHEREAS, James J, Onishick died testate on October 8, 2003; and
WHEREAS, Fulton Financial Advisors, N. A., successor to Fulton Bank, is
Executor under the Will of James J, Onshick, dated October 19, 2000, and Letters
Testamentary were granted to Fulton Financial Advisors, N, A. on October 21,2003 by
the Register of Wills of Cumberland County, Pennsylvania; and
WHEREAS, Item IV, F, of the Will of James J. Onishick states:
"IV. I devise and bequeath the residue of my estate of every
nature and wherever situate to my wife, CLARIBEL S. ONISHICK.
Should my wife, CLARIBEL S. ONISHICK, predecease me, I
devise and bequeath the residue of my estate of every nature
and wherever situate as follows: F. Ten (10%) percent thereof to
HOSPICE OF CENTRAL PENNSYLVANIA, INC. I direct that
the Board of Directors of other governing body of Hospice of
Central Pennsylvania, Inc. shall invest and reinvest the principal
and shall use the annual income derived therefrom to support its
Hospice Program,"
WHEREAS, Claribel S, Onishick predeceased her husband on April 4, 2003; and
WHEREAS, HOSPICE OF CENTRAL PENNSYLVANIA, INC. has examined the
attached accounting and acknowledges that it is complete and accurate, hereby waiving
any right to demand the filing of a formal court accounting by Fulton Financial Advisors,
N, A" and approves the acts and transactions of the Executor in the administration of
the Estate; and
WHEREAS, it is the desire of the parties hereto that distribution of the balance of
principal and income be made without the formality of the filing of an accounting in the
above referenced Court or any other court having jurisdiction; and
WHEREAS, Fulton Financial Advisors. N, A. is willing to make such distribution
upon receipt of the release and indemnification provided for in this Agreement.
-
NOW THEREFORE, KNOW ALL MEN BY THESE PRESENTS that the
undersigned does hereby request Fulton Financial Advisors, N, A, to make distribution
of the balance of the Estate without the filing of an accounting for audit and approval by
the court having jurisdiction, The undersigned, in consideration of the payment and
delivery to him of the following:
Assets Previously Distributed:
Income Cash (previously
distributed on 8/6/04) $1,360.91
Assets to be Distributed:
Principal Cash $43,296,59
Income Cash 599.36
the receipt of which is hereby acknowledged, for themselves, their successors and
assigns does remise, release, quit-claim and forever discharge Fulton Financial
Advisors, N, A. and its predecessor, Fulton Bank, individually and as Executor
aforesaid, successors and assigns, of and from all actions, suits, payments, accounts,
claims and demands whatsoever or by reason thereof, and from any suit, payment,
claim or liability arising from the administration of the Estate, including, but not limited
to, the administration of any common trust fund by the Fulton Financial Advisors, N. A.
or its predecessor or arising from any losses on investments including, but not limited
to, investments in any common trust fund administered by Fulton Financial Advisors, N.
A., or its predecessor and hereby agrees that any court having jurisdiction may by its
decree discharge Fulton Financial Advisors as Executor.
The undersigned further agrees to indemnify and hold harmless Fulton Financial
Advisors, N. A., successors and assigns, from and against any and all claims, loss,
liability or damage which it may suffer or to which it may be subjected by reason of the
settlement of the account and the distribution of assets of the said Estate without
approval of the court having jurisdiction, In consideration of the distribution to the
undersigned of the property described above, the undersigned agrees to pay Fulton
Financial Advisors, N. A. any amount up to the value of the property that may be
necessary in the future to discharge any liabilities of the Estate.
The undersigned further declares that it is its intention to be legally bound by the
execution of this Agreement.
IN WITNESS W~he undersigned has hereunto set its hand and seal
this g~ day of , 2004,
Attest: Hospice of Central Pennsylvania, Inc.
~,-~A~~ Kaco" M?/t:lV
COMMONWEALTH OF PENNSYLVANIA
: SS:
COUNTY OF CUMBERLAND
On this g1h day of ~ ,2004, before me, a Notary Public, personally
appeared Karen M. Paris who acknowledged herself to be the Chief Executive Officer of
Hospice of Central Pennsylvania, Inc, and that as such Chief Executive Officer, being
authorized to do so, she executed the within instrument for the purposes therein
contained by signing the name of Hospice of Central Pennsylvania, Inc. by herself as
Chief Executive Officer.
IN WITNESS WHEREOF. I he,.""lo ~
NOTARY PU L1C
NOTARIAL SEAL
MY COMMISSION EXPIRES: ROBERT L. Gill. NOfary Public
Easl Pennsboro Twp,. Cumberland Co.
My Commission Expires May 19, 2005
Member, Pennsylvania Assoclallon 01 NOlaries
-
.
IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY
COMMONWEALTH OF PENNSYLVANIA
ORPHANS' COURT DIVISION
IN THE ESTATE OF
JAMES J, ONISHICK, No, 21-03-0858
DECEASED
RECEIPT AND RELEASE AGREEMENT
WHEREAS, James J, Onishick died testate on October 8, 2003; and
WHEREAS, Fulton Financial Advisors, N, A., successor to Fulton Bank, is
Executor under the Will of James J, Onshick, dated October 19, 2000, and Letters
Testamentary were granted to Fulton Financial Advisors, N. A on October 21, 2003 by
the Register of Wills of Cumberland County, Pennsylvania; and
WHEREAS, Item IV, D. of the Will of James J. Onishick states:
"IV, I devise and bequeath the residue of my estate of every
nature and wherever situate to my wife, CLARIBEL S. ONISHICK.
Should my wife, CLARIBEL S. ONISHICK, predecease me, I
devise and bequeath the residue of my estate of every nature and
wherever situate as follows: D, Five (5%) percent thereof to HOLY
SPIRIT HOSPITAL OF THE SISTERS OF CHRISTIAN CHARITY.
I specifically direct that the Board of Directors of Holy Spirit Hospital of the
Sisters of Christian Charity shall invest and reinvest the principal through
its Endowment Fund and shall use the annual income derived therefrom
for general hospital purposes."
WHEREAS, Claribel S, Onishick predeceased her husband on April 4, 2003; and
WHEREAS, THE HOLY SPIRIT HOSPITAL OF THE SISTERS OF CHRISTIAN
CHARITY has examined the attached accounting and acknowledges that it is complete
and accurate, hereby waiving any right to demand the filing of a formal court accounting
by Fulton Financial Advisors, N, A, and approves the acts and transactions of the
Executor in the administration of the Estate; and
WHEREAS, it is the desire of the parties hereto that distribution of the balance of
principal and income be made without the formality of the filing of an accounting in the
above referenced Court or any other court having jurisdiction; and
WHEREAS, Fulton Financial Advisors, N, A is willing to make such distribution
upon receipt of the release and indemnification provided for in this Agreement.
.
NOW THEREFORE, KNOW ALL MEN BY THESE PRESENTS that the
undersigned does hereby request Fulton Financial Advisors, N. A to make distribution
of the balance of the Estate without the filing of an accounting for audit and approval by
the court having jurisdiction, The undersigned, in consideration of the payment and
delivery to him of the following:
Assets Previously Distributed:
Income Cash (previously
distributed on 8/6/04) $680.46
Assets to be Distributed:
Principal Cash $21,648,29
Income Cash 299,68
the receipt of which is hereby acknowledged, for themselves, their successors and
assigns does remise, release, quit-claim and forever discharge Fulton Financial
Advisors, N, A, and its predecessor, Fulton Bank, individually and as Executor
aforesaid, successors and assigns, of and from all actions, suits, payments. accounts,
claims and demands whatsoever or by reason thereof, and from any suit, payment,
claim or liability arising from the administration of the Estate, including, but not limited
to, the administration of any common trust fund by the Fulton Financial Advisors, N, A
or its predecessor or arising from any losses on investments including, but not limited
to, investments in any common trust fund administered by Fulton Financial Advisors, N.
A, or its predecessor and hereby agrees that any court having jurisdiction may by its
decree discharge Fulton Financial Advisors as Executor,
The undersigned further agrees to indemnify and hold harmless Fulton Financial
Advisors, N. A., successors and assigns, from and against any and all claims, loss,
liability or damage which it may suffer or to which it may be subjected by reason of the
settlement of the account and the distribution of assets of the said Estate without
approval of the court having jurisdiction. In consideration of the distribution to the
undersigned of the property described above, the undersigned agrees to pay Fulton
Financial Advisors, N. A any amount up to the value of the property that may be
necessary in the future to discharge any liabilities of the Estate,
The undersigned further declares that it is its intention to be legally bound by the
execution of this Agreement.
IN WITNESS WHEREOF, the undersigned has hereunto set its hand and seal
this day of ,2004,
Attest: Holy Spirit Hospital of the
G~~~~ Sisters of Christian Charity
~M('l~~
K rl E. Waltman
Vice President of Finance
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF Ol-.UI'IIIN CWl1bt'R.\AIJ d :SS:
On this ~fi day of beef'fl!be,e , 2004, before me, a Notary Public, personally
appeared Karl E. Waltman who acknowledged himself to be the Vice President of
Finance of the Holy Spirit Hospital of the Sisters of Christian Charity and that as such
General Secretary, being authorized to do so, he executed the within instrument for the
purposes therein contained by signing the name of Holy Spirit Hospital of the Sisters of
Christian Charity by himself as Vice President of Finance,
IN WITNESS WHEREOF, I hereunto set my hand and seal.
~~t~AC~ho7ix/
NOTA U IC
MY COMMISSION EXPIRES:
NOTARIAL SEAL
Mal) L Landvater, Notary Public
camp HIli Boro" Cumberland County
My <\lmmi",ion expires Jun. II, 2007
.
IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY
COMMONWEALTH OF PENNSYLVANIA
ORPHANS' COURT DIVISION
IN THE ESTATE OF
JAMES J. ONISHICK. No, 21-03-0858
DECEASED
RECEIPT AND RELEASE AGREEMENT
WHEREAS, James J, Onishick died testate on October 8, 2003; and
WHEREAS, Fulton Financial Advisors, N. A., successor to Fulton Bank, is
Executor under the Will of James J, Onshick, dated October 19, 2000, and Letters
Testamentary were granted to Fulton Financial Advisors, N, A. on October 21,2003 by
the Register of Wills of Cumberland County, Pennsylvania; and
WHEREAS, Item IV, C. of the Will of James J, Onishick states:
"IV, I devise and bequeath the residue of my estate of every
nature and wherever situate to my wife, CLARIBEL S. ONISHICK.
Should my wife, CLARIBEL S. ONISHICK, predecease me, I
devise and bequeath the residue of my estate of every nature and
wherever situate as follows: C. Twenty-five (25%) percent thereof
to THE MOST REVEREND NICHOLAS C. DATTILO, BISHOP OF
HARRISBURG and his successors in office, IN TRUST, and I specifically
direct that the principal of this residuary bequest shall be invested and
reinvested and the annual income derived therefrom shall be used
exclusively fro the following purposes:
(1) One-half (1/2) thereof to provide tuition assistance to needy
students at TRINITY HIGH SCHOOL, Shiremanstown, Pennsylvania",
(2) One-fourth (1/4) thereof to provide tuition assistance for needy
students of ST. THERESA'S SCHOOL, New Cumberland,
Pennsylvania, ..
(3) One-fourth (1/4) thereof to provide funds for the general purposes of
ST. FRANCIS OF ASSISI CATHOLIC CHURCH, 1439 Market Street,
Harrisburg, Pennsylvania, "
WHEREAS, Claribel S, Onishick predeceased her husband on April 4, 2003; and
-
WHEREAS, THE DIOCESE OF HARRISBURG has examined the attached
accounting and acknowledges that it is complete and accurate, hereby waiving any right
to demand the filing of a formal court accounting by Fulton Financial Advisors, N, A.,
and approves the acts and transactions of the Executor in the administration of the
Estate; and
WHEREAS, it is the desire of the parties hereto that distribution of the balance of
principal and income be made without the formality of the filing of an accounting in the
above referenced Court or any other court having jurisdiction; and
WHEREAS, Fulton Financial Advisors, N, A. is willing to make such distribution
upon receipt of the release and indemnification provided for in this Agreement.
NOW THEREFORE, KNOW ALL MEN BY THESE PRESENTS that the
undersigned does hereby request Fulton Financial Advisors, N, A, to make distribution
of the balance of the Estate without the filing of an accounting for audit and approval by
the court having jurisdiction. The undersigned, in consideration of the payment and
delivery to him of the following:
Assets Previously Distributed:
Income Cash (previously
distributed on 8/6/04) $3,402.28
Assets to be Distributed:
Principal Cash $108,241.47
Income Cash 1,498.40
the receipt of which is hereby acknowledged, for themselves, their successors and
assigns does remise, release, quit-claim and forever discharge Fulton Financial
Advisors, N, A. and its predecessor, Fulton Bank, individually and as Executor
aforesaid, successors and assigns, of and from all actions, suits, payments, accounts,
claims and demands whatsoever or by reason thereof, and from any suit, payment,
claim or liability arising from the administration of the Estate, including, but not limited
to, the administration of any common trust fund by the Fulton Financial Advisors, N, A.
or its predecessor or arising from any losses on investments including, but not limited
to, investments in any common trust fund administered by Fulton Financial Advisors, N.
A., or its predecessor and hereby agrees that any court having jurisdiction may by its
decree discharge Fulton Financial Advisors as Executor.
The undersigned further agrees to indemnify and hold harmless Fulton Financial
Advisors, N. A., successors and assigns, from and against any and all claims, loss,
liability or damage which it may suffer or to which it may be subjected by reason of the
settlement of the account and the distribution of assets of the said Estate without
approval of the court having jurisdiction, In consideration of the distribution to the
undersigned of the property described above, the undersigned agrees to pay Fulton
Financial Advisors, N, A. any amount up to the value of the property that may be
necessary in the future to discharge any liabilities of the Estate,
The undersigned further declares that it is its intention to be legally bound by the
execution of this Agreement.
~NESS W~F, the undersigned has hereunto set its hand and seal
this day of~~2004,
Attest: Diocese of Harrisburg
JMLiA~g/Y1'o1..d.~_. mes M. Lyons
eneral Secretary
COMMONWEALTH OF PENNSYLVANIA
: 55:
COUNTY OF DAUPHIN
On this ;-z;tuay Of~~, 2004, before me, a Notary Public, personally
appeared James M. Lyons who acknowledged himself to be the General Secretary of
the Diocese of Harrisburg and that as such General Secretary, being authorized to do
so, he executed the within instrument for the purposes therein contained by signing the
name of the Diocese of Harrisburg by himself as General Secretary,
INwrrNESSWHEREOF Ih:~:;;V~~
NO ARY PUBLIC
MY COMMISSION EXPIRES:
COMMONWEAlTH OF PENNSYLVANIA
NoIIrt8I SeoI
s.... c, Hartnan, NoIaIy PIlI>IIc
u--,..,., r""., ~ Coooly
,., c......tWkM. Elcpires JUy 25. 2008
Member, Penna)ivanla MlOClatJon Of Notaries
COURT OF COMMON PLEAS OF CUMBERLAND COUNTY
ORPHANS' COURT DIVISION
COMMONWEAL TH OF PENNSYLVANIA
JAMES J. ONISHICK
LATE OF LOWER ALLEN TOWNSHIP
FIRST AND FINAL ACCOUNT OF
FULTON FINANCIAL ADVISORS, N.A., EXECUTOR
Date of Death: October 8, 2003
Letters Granted: October 21, 2003
First Complete Date of Advertisement: November 18, 2003
Account Stated to: October 5. 2004
Purpose of Account: The Executor offers this Account to acquaint interested parties with the transactions
that have occurred during the above dates. It is important that the Account be carefuJly examined,
Requests for additional information or questions or objections can be discussed with:
Beth R, Hawk, Estate Settlement Officer Jerry R, Duffie, Esquire
Fulton Financial Advisors, N,A. Law Offices of Johnson Duffie
P,O, Box 7989 301 Market Street, P,O, Box 109
Lancaster, PA 17602 Lemoyne, PA 17043
SUMMARY
PRINCIPAL:
Receipts $ 558,523,28
Loss on Conversion (11,365,65)
Disbursements (96,331.76)
Distributions (18,576,00)
Principal balance remaining: $ 432,249,87
INCOME:
Receipts $ 20,872,64
Disbursements (1,269.90)
Distributions (13,609,12)
Income balance remaining: 5,993,62
TOTAL PRINCIPAL AND INCOME REMAINING $ 438,243.49
Page 1
COMPOSITION OF NET BALANCES
Principal Cash in Federated Treasury Obligation
Money Market Fund $ 432,249,87
Income Cash in Federated Treasury Obligation Money Market
Fund 5,993,62
Total $ 438,243.49
PRINCIPAL RECEIPTS
Personal Property listed on Inventory $ 552,988,25
I ] /03/2003 Civil Service Payment 2,551.00
12/03/2003 Civil Service Payment 2,551.00
12/23/2003 State Farm Mutual Automobile Insurance - Refund on rating change
that reduced amount of premium due 23,66
01/09/2004 Capital BlueCross - refund of unused premium 197,16
02/20/2004 State Farm - refund due to cancellation of automobile insurance 212,2]
TOTAL PRINCIPAL RECEIPTS $ 558,523.28
PRINCIPAL CONVERSIONS TO CASH
Gain Loss
05/03/2004 Matured
$50,000 General Electric Capital Corp,
Proceeds 50,000.00
Account Value 51,648,55 1,648,55
07/26/2004 Full Call
Boeing Corp.
Proceeds 26,325,00
Account Value 27.282,]0 957,]0
Page 2
PRINCIPAL CONVERSIONS TO CASH (Continued)
Gain Loss
08/16/2004 Matured
$25,000 First Union Corp,
Proceeds 25,000,00
Inventory 26.236,68 1,236,68
09/17/2004 Sold
$50,000 FHLB; 3,10% due 7/23/08
Proceeds 48,950,00
Inventory 49.203,]3 253.13
Sold
$50,000 FHLB; 2,60% due 7/23/07
Proceeds 48,637,50
Inventory 49.437.50 800,00
Sold
$50,000 FHLB; 2,35% due 10/30/06
Proceeds 49,060.00
Inventory 49,734,38 674.38
Sold
$50,000 FHLB; 3,375% due 10/15/07
Proceeds 49,525,00
Inventory 50.328.13 803,13
Sold
$50,000 FHLB; 2,80% due 10/16/06
Proceeds 49,450,00
Inventory 49.703,]3 253.13
09/21/2004 Sold
$50,000 Citicorp 7,125% due 5/15/06
Proceeds 53,400,00
Inventory 55.939,10 2,539,) 0
Page 3
PRINCIPAL CONVERSIONS TO CASH (Continued)
Gain Loss
Sold
$50,000 Daimler Chrysler 7.40% due 1/20/05
Proceeds 50,840,00
Inventory 53.197.55 2,357,55
Sold
$25,000 Ford Motor 7,75% due 2/1 5/07
Proceeds 27,130.00
Inventory 26.972,90 157.10
Total Gains & Losses $157,10 $11,522.75
Net Loss on Conversions $11,365.65
PRINCIPAL DISBURSEMENTS
10/20/2003 Capital Blue Cross - deduction from M&T Bank Checking Account
No. 64380025 $ 98,58
10/30/2003 Office of Catholic Cemeteries - funeral expenses for interment 700,00
Verizon - telephone service; debt of decedent 4,26
Verizon - telephone service; debt of decedent 45.46
11/13/2003 EVP Systems, Inc, - asset valuation fee 17,05
11/17/2003 Messiah Village - payment for 7 days on resident account;
debt of decedent 1,323,00
11/2012003 Capital Blue Cross - deduction from M&T Bank Checking Account
No, 64380025 98,58
11/2112003 Parthemore Funeral Home & Cremation - funeral expense 15,10
11/25/2003 Plastic Surgery P,C, - debt of decedent; service date 6/13/03 6,94
Metro Med. Services - wheelchair transport 9/22/03;
debt of decedent 50.00
Holy Spirit Hospital - debt of decedent; hospital services 5/14/03 and
7/30/03 1,680,00
11/2612003 The Woods at Cedar Run - November Rent; debt of decedent 664,67
12/02/2003 State Farm Insurance P A Office - Automobile Insurance Premium 334.49
12/04/2003 Register of Wills - short certificate 3,00
12/10/2003 HT&T - Hospital Telephone Telecom Service for service dates
8/24/03 - 9/6/03; debt of decedent 25,00
12/16/2003 Total Vision Care - balance due on 7/23/03 date of service;
debt of decedent 7,20
12/22/2003 Jerry R, Duffie, Esquire - Reimbursement for Probate Costs ($418,00)
Patriot News ($135.43) Estate Notice; Cumberland County
Reporter ($75,00) Estate Notice 628.43
Page 4
12/29/2003 Register of Wills, Agent - PA Inheritance Tax prepayment 32,775,00
01/07/2004 Ziegler Auction Company, Ltd, - appraisal fee of personal property 75,00
01/29/2004 Fulton Financial Advisors, N,A, - partial executor fee 7,000,00
These fees are attributable to James Burgess:
02/05/2004 The UPS Store - shipping and packaging personal property to
James Burgess 123.25
The UPS Store - shipping and packaging personal property to
James Burgess on 2/18/04 58.35
03/11/2004 Carol R. Fahnestock - reimbursement for shipping and packaging
service from the UPS Store 14.30
03/23/2004 Hess & Hess - Preparation of 2003 Income Tax Returns 230,00
Register of Wills - short certificate 3,00
06/16/2004 Office of Personal Management - return of CSA payments made on
11/1/03 and 12/1/03 that estate is not entitled to 5,102,00
07/01/2004 Register of Wills, Agent - Balance ofPA Inheritance Tax due 4,448.40
07/02/2004 Register of Wills - Filing Inventory 16.00
Register of Wills - Filing PA Inheritance Tax Return 15,00
07/06/2004 Beth R, Hawk - reimbursement for postage; Cumberland County
Register of Wills 7,90
08/1 0/2004 Johnson, Duffie, Stewart & Weidner - partial attorney fee 9,775,00
09/14/2004 PA Department of Revenue - State Fiduciary Income Tax for 2003 151.00
'Adjustment to Item #1 Federated Treasury Obligation Money Market
Fund on Inventory; Fulton Financial Advisors, N,A., Trustee Fee
charged to Income of James J, Onishick TlUlA after date of
death 370,80
Reserve for Miscellaneous Administration Expenses 5,000.00
Reserve for Filing Releases, Accounts and Paying Final Taxes 100.00
Reserve for Fulton Financial Advisors, N, A. - Balance Executor Fee 15,590,00
Reserve for Johnson, Duffie, Stewart & Weidner - Attorney Fee 9,775,00
TOTAL PRINCIPAL DISBURSEMENTS $ 96,331.76
PRINCIPAL DISTRIBUTIONS
02/17/2004 Monsignor Robert E. Lawrence - specific bequest $ 2,500,00
02/19/2004 Lawrence R. Coakley - payment of specific bequest 2,500,00
02/20/2004 Forrest P. Knorr, Jr, - payment of specific bequest 2,000,00
03/08/2004 James Burgess - Specific Bequest - (Appraised Value) 5,360.00
James Burgess - Collection of Books (appraised value) 20,00
James Burgess - Items of Personal Property (appraised value) 60,00
Page 5
PRINCIPAL DISTRIBUTIONS (Continued)
03/08/2004 James Burgess 278,00'
Lawrence Burgess 358,00'
06/07/2004 Luis R. Rodriquez - specific bequest 2,500,00
06/09/2004 Priests Retirement Residence - specific bequest 2,000,00
06/21/2004 Comfort Care of Holy Spirit, Inc, - specific bequest 1,000,00
TOTAL PRINCIPAL DISTRIBUTIONS $ 18,576.00
'Paragraph 11 ofthe Will of James 1. Onishick states:
"I bequeath my automobile, household goods, jewelry, personal effects and other tangible
personalty of a like nature (not including cash or securities), together with any existing insuranc
thereon, to my wife, CLARIBEL S. ONISHICK, provided she shall survive me, Should my
wife, CLARIBEL S. ONISHICK, predecease me, I bequeath such tangible personalty
and insurance thereon (except any automobile that I may own at the time of my death and
the personal property hereinafter specifically bequeathed) to my nephews, LAWRENCE
BURGESS and JAMES BURGESS, to be divided between them by the Executor in as
nearly equal shares as practical."
James Burgess and Lawrence Burgess have requested that items not taken in kind be given
to The Woods at Cedar Run Retirement Community, Camp Hill, PA for use by the residents,
INCOME RECEIPTS
James J. Onisbick T/U/A #41-F503-01-9
11103/2003 Federated Treasury Obligation Money Market
Fund - interest 10/9/03 - 10/31/03 $ 19,76
11/03/2003 GECC - interest after date of death 251.74
11104/2003 FHLB 2.350% - interest after date of death 73,03,
12/11/2003 Transfer from Account #41-F503-01-9 James J, Onishick TUA
Money Market Fund Interest posted 12/1/03 0.44
James J. Onisbick Estate #1l-F176-01-7
Federated Treasury Obligation Money Market
Fund - Interest
10/1/03 - 10/31/03 $ 0,35
11/1/03 - 11130/03 5,62
12/1/03 - 12/31103 18,24
111/04 - 1/31/04 9,31
2/1/04 - 2/29/04 8,12
3/1/04 - 3/31/04 5.44
4/1/04 - 4/30/04 5,05
5/1/04 - 5/31/04 29,89
Page 6
James J. Onishick Estate #11-F176-01-7
Federated Treasury Obligation Money Market
Fund - Interest
6/1/04 - 6/30/04 31.54
7/1/04 - 7/31/04 41.47
8/1/04 - 8/31/04 64,08
9/1 /04 - 9/30/04 226.24
445.35
11/17/2003 Citicorp 7,125% due 5/15/06 - accrued interest to 11/17/03 366,15
12/09/2003 M&T Bank - interest posted after date of death on checking
account #98031783 0.08
M&T Bank - interest posted 11/7103 2.45
M&T Bank - interest posted 12/7/03 2,10
12/09/2004 M&T Bank - interest posted after date of death on checking
account #64380025 0,07
M&T Bank - interest posted 11/7103 2.07
M&T Bank - interest posted 12/7/03 1.94
01/21/2004 Daimler Chrysler 7.40% due 1/20/08 - accrued interest to 1/21/04 1,048.33
01/23/2004 FHLB 3,100% due 7/23,08 - accrued interest to 1/23/04 452.08
FHLB 2,600% due 7/23/07 - accrued interest to 1/23/04 379,17
02/1 7/2004 First Union Corp, - interest after date of death 626,18
Ford Motor Company 7,75% due 2/15/07 - accrued interest
to 2/1 7/04 683.51
03/29/2004 Boeing Cap, Corp, 7,1 % due 9/27/05 - accrued interest to 3/29/04 833,26
04/15/2004 FHLB 3,375% due 10/15107 - accrued interest to 4/15/04 843.75
04/16/2004 FHLB 2,800% due 10/16/06 - accrued interest to 4/16/04 700,00
05/03/2004 General Electric Capital Corp, 7,250% -accrued interest to 5/3/04 1,812,50
05/05/2004 FHLB 2,350% due 10/30/06 - accrued interest to 4/29/04 587,50
05/17/2004 Citicorp 7.125% due 5/15/06 - accrued interest to 5/15/04 1,781.25
07/20/2004 Daimler Chrysler 7.40% due 1/20/05 - accrued interest to 7/20/04 1,850,00
07/23/2004 FHLB 3,100% due 7/23/08 - accrued interest to 7/23/04 775,00
FHLB 2,600% due 7/23/07 - accrued interest to 7/23/04 650.00
07/26/2004 Boeing Cap, Corp, % 7,1 % due 9/27/05 - accrued interest to 7/26/04 586,74
08/16/2004 First Union Corp. - interest after date of death 887.50
08/17/2004 Ford Motor Company 7,75% due 2/15107 - accrued interest to
8/17/04 968,75
09/17/2004 FHLB 3,10% due 7/23/08 - accrued interest to 9/17/04 232.50
FHLB 2,60% due 7/23/07 - accrued interest to 9/17/04 195,00
FHLB 2,80% due 10/16/06 - accrued interest to 9/17/04 587,22
FHLB 3,375% due 10/15/07 - accrued interest to 9/17/04 712,50
FHLB 2.35% due 10/30/06 - accrued interest to 9/17/04 447,15
Page 7
09/21/2004 Citicorp 7,125% due 5/15/06 - accrued interest to 9/21/04 1,246,88
Daimler Chrysler 7.40% due 1/20/05 - accrued interest to 9/21/04 626,94
Ford Motor Company 7,75% due 2/15/07 - accrued interest to
9/21/04 193,75
TOTAL INCOME RECEIPTS $ 20,872.64
INCOME DISBURSEMENTS
Fulton Financial Advisors, N,A. - income commissions $ 969,90
Reserve for future income commissions 300,00
TOTAL INCOME DISBURSEMENTS $ 1,269.90
INCOME DISTRIBUTIONS
08/06/2004 Laurence K, Burgess - 25% of income under 65 Day Rule $ 3,402,28
James Burgess - 25% of income under 65 Day Rule 3,402,28
Comfort Care of Holy Spirit, Inc, - 5% of income under 65 Day Rule 680.46
Hospice of Central Pennsylvania - 10% of income under 65 Day Rule 1,360,91
Aid to the Church in Need - 5% of income under 65 Day Rule 680.45
Diocese of Harrisburg - 25% of income under 65 Day Rule 3,402.28
Holy Spirit Hospital- 5% of income under 65 Day Rule 680.46
TOTAL INCOME DISTRIBUTIONS $ 13,609.12
Page 8
PROPOSED DISTRIBUTIONS TO BENEFICIARIES
RECAPITULATION
Principal Cash $ 432,249.87
Personal Property (previously distributed at appraised value 3/8/04) 716,00
Income Cash (previously distributed on 8/6/04) 13,609,12
Income Cash 5.993.62
TOTAL $ 452,568.61
To: Laurence K. Bureess - 25% of residue
Principal Cash $ 107,883.47
Personal Property (previously distributed on
3/18/04 at appraised value) 358,00'
Income Cash (previously distributed on
8/6/04) 3,402,28
Income Cash 1,498.41
Total $ 113,142.16
To: James Bureess - 25 % of residue
Principal Cash $ 107,883.47
Personal Property (previously distributed on
3/8/04 at appraised value) 358,00'
Income Cash (previously distributed on
8/6/04 ) 3,402,28
Income Cash 1.498.41
Total 113,142.16
To: Diocese of Harrisbure - 25% in Trust for Triuitv Hieh School,
St. Theresa's School and St. Francis of Assisi Church
Princi pal Cash $ 108,241.47
Income Cash (previously distributed on
8/6/04) 3,402,28
Income Cash 1.498.40
Total 113,142.15
To: Holv Spirit Hospital of the Sisters of Christian Charity - 5% of residue
Principal Cash $ 21,648,29
Income Cash (previously distributed on
8/6/04 ) 680.46
Income Cash 299,68
Total 22,628.43
Page 9
PROPOSED DISTRIBUTIONS TO BENEFICIARIES (CON'T)
To: Comfort Care of Holv Soirit, Inc. - 5% of residue
Principal Cash $ 21,648,29
Income Cash (previously distributed on
8/6/04) 680.46
Income Cash 299,68
Total 22,628.43
To: Hosoice of Central Pennsvlvania, Inc. - 10% of residue
Principal Cash $ 43,296,59
Income Cash (previously distributed on
8/6/04) 1,360.91
Income Cash 599.36
Total 45,256.86
To: Aid to the Chnrch in Need. Inc. - 5% of residne
Principal Cash $ 21,648,29
Income Cash (previously distributed on
8/6/04 ) 680.45
Income Cash 299,68
Total 22,628.42
TOTAL OF PROPOSED DISTRIBUTIONS $ 452,568.61
'Paragraph II ofthe Will of James J, Onishick states:
"I bequeath my automobile, household goods, jewelry, personal effects and other tangible
personalty ofa like nature (not including cash or securities), together with any existing insuranc
thereon, to my wife, CLARIBEL S. ONISHICK, provided she shall survive me, Should my
wife, CLARIBEL S. ONISHICK, predecease me, I bequeath such tangible personalty
and insurance thereon (except any automobile that I may own at the time of my death and
the personal property hereinafter specifically bequeathed) to my nephews, LAWRENCE
BURGESS and JAMES BURGESS, to be divided between them by the Executor in as
nearly equal shares as practical."
James Burgess and Lawrence Burgess have requested that items not taken in kind be given
to The Woods at Cedar Run Retirement Community, Camp Hill, PA for use by the residents,
Page 10
VERIFICATION
Beth R, Hawk, Estate Settlement Officer, Fulton Financial Advisors, N, A" successor to
Fulton Bank, verifies that Fulton Financial Advisors, N, A. is Executor under the Will
of James j, Onishick dated October 19,2000, the Executor has fully and faithfully discharged the duties
of its offices; 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 her knowledge there are no claims now outstanding against the Estate, and that all
taxes presently due from the Estate have been paid,
[ understand that false statements are subject to the penalties of 18 Pa. C,S, Section 4904
relating to unsworn falsification to authorities,
lO\~OL\.
Dated: '
Page 11
STATUS REPORT UNDER RULE 6.12
Name of Decedent: JAMES J. ONISHICK
Date of Death: OCTOBER 8. 2003
Will No. 21-2003-0858
Pursuant to Rule 6.12 of the Supreme Court Orphans' Court Rule, I report the
following with respect to completion of the administration of the above-captioned estate:
1. State whether administration of the Estate is complete:
Yes X No
2. If the answer is No, state when the personal representative reasonably
believes that the administration will be complete:
3. If the answer to No. 1 is Yes, state the following:
a. Did the personal representative file a final account with the Court?
Yes X No
b. The separate Orphans' Court No. (if any) for the personal
representative's Account is:
c. Did the personal representative state an account informally to the
parties of interest? Yes No
d. Copies of receipts, releases, joinders and approvals of formal or
informal accounts may be filed with the Clerk of the Orphans' Court and may be attached
to this report.
Date: March 25, 2005
YR. E
1 HNSON, DUFFIE, STEW ART & WEIDNER
Cf' 01 Market Street
~.,.; " P.O. Box 109
..
. ..-".-~ Lemoyne, P A 17043
(717) 761-4540
Capacity: Personal Representative
(x) Counsel for Personal
Representative
I\;: -.1
"
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