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HomeMy WebLinkAbout09-10-10DECEDENT'S ESTATE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA N ORPHANS' COURT DIVISION C p o -~ ~'` ~~~ tr3 ~; ESTATE OF WARREN P. WICKWIRE ,DECEASED} ~c~ ~. _ ' ~ } ~ _~ , -+ ~ ~~ No. 21-09-1082 -y' ~ ~, ;a c~ PETITION FOR ADJUDICATION / STATEMENT OF PROPOSED DISTRIBUTION PURSUANT TO Pa. O.C. Rule 6.9 This form may be used in all cases involving the Audit of the Account of a Decedent's Estate. If space is insufficient, riders may be attached. Attach the spouse's election, if any; the papers required under items 8-19 inclusive; and any instrument pertinent to the adjudication. INCL UDE ATTACHMENTS AT THE BACK OF THIS FORM. Name of Counsel: James D. Bogar, Esquire Supreme Court I.D. No.: 19475 Name of Law Firm: Law Offices of James D. Bogar Address: One West Main Street, Shiremanstown, PA 17011 Telephone: (717) 737-8761 Fax: 717 737-2086 Page 1 of 10 Form OC-Ol rev. 10.13.06 r Estate of WARREN P. WICKWIRE 1. Name(s) and address(es) of Petitioner(s): Name: Paula Sylvester Address: 40-~ Orchard Lane Mechanicsburg, PA 17055 Deceased Identify any executors or administrators who have not joined in the Petition for Adjudication and Statement of Proposed Distribution and state reason: None Is this the first accounting by this fiduciary? ..... • • • • • • • • • • • • • • • • ~ Yes No If not, identify prior accountings, the accounting periods covered, and the date of adjudication of the prior accounting. 2. Decedent died on October 7, 2009 ~]/ Letters Testamentary or Letters of Administration were granted to Petitioner(s) on November 20.2009 Date of Will (if applicable): November 28, 2008 _ Date(s) of Codicil(s) (f applicable): N/A Date of probate (f different from date Letters granted): November 20, 2009 Was a bond required? ]Yes ~ No If yes, state amount: Are proofs of advertising of the grant of Letters attached? ......... ./©Yes ^ No Dates of advertising of the grant of Letters: Central Penn Business Journal - 11/27, 12/4 & 12/11/2009; Cumberland Law Journal - 11/27, 12/4 & 12/11/2009 Page 2 of 10 Form OC-01 rev. 10.13.06 Estate of WARREN P. WICKWIRE Deceased 3. Was decedent survived by a spouse? ............................. Yes ~ No Rhoda C. Wickwire If yes, name of the surviving spouse: 4. Has the surviving spouse filed to take an elective share? ............. Yes ~ No (See Section 2201 et sue. of the Probate, Estates and Fiduciaries Code) If yes, date of election: 5. In the case of an intestacy, state the names of the decedent's surviving children or surviving issue of deceased children (if none, so state): 6. Did decedent marry after execution of Will or Codicil(s)? .. • • • • • • • • • ~ Yes ~ No Were any children born to decedent after execution of Will or Codicil(s)? ........................................... ~ Yes ~ No If yes, give names and dates of birth: Name: Date of Birth: 7. If required by the Medical Assistance Estate Recovery Act, 62 P.S. § 1412, was a request for a statement of claim sent to Yes ~ No the Department of Public Welfare? ............. . Page 3 of 10 Form OC-U] rev. 10.13.06 Estate of WARREN P. WICKWIRE Deceased 8. Written notice of the Audit as required by Pa. O.C. Rules 6.3, 6.7 and 6.8 has been or will be given to all parties in interest listed in item 9 below, all unpaid creditors and all claimants listed in item 10 below. In addition, notice of any questions requiring Adjudication as discussed in item 14 below has been or will be given to all persons affected thereby. A. If Notice has been given, attach a copy of the Notice as well as a list of the names and addresses of the parties receiving such Notice. B. If Notice is yet to be given, a copy of the Notice as well as a list of the names and addresses of the parties receiving such Notice shall be submitted at the Audit together with a statement executed by a Petitioner or counsel certifying that such notice has been given. C. If any person entitled to Notice is not sui juris (e.g., minors or incapacitated persons), Notice of the Audit has been or will be given to the appropriate representative on such parry's behalf as required by Pa. O.C. Rule 5.2. D. If any charitable interest is involved, Notice of the Audit has been or will also be given to the Attorney General as required under Pa. O.C. Rule 5.5. In addition, the Attorney General's clearance certificate (or proof of service of Notice and a copy of such Notice) must be submitted herewith or at the Audit. 9. List all parties (charitable and non-charitable) of whom Petitioner(s) has/have notice or knowledge, having or claiming any interest in the estate as beneficiaries under the Will or Codicil(s) or as intestate heirs if there is a complete or partial intestacy: Page 4 of 10 Form OC-O7 rev. 10.13.06 A. State each party's relationship to the decedent and the nature of each party's interest(s): WARREN P. WICKWIRE ,Deceased Estate of N/A C. State why a Petition for Guardian/Trustee Ad Litem has or has not been filed for this Audit (see Pa. O.C. Rule 12.4). Appointment of Guardian/Trustee not required D. If distribution is to be made to the personal representative of a deceased parry, state date of death, date and place of grant of Letters and type of Letters granted. N/A Page 5 of 10 Form OC-01 rev. 10.13.06 B. Identify each party who is not sui juris (e.g., minors or incapacitated persons). For each such party, give date of birth, the name of each Guardian and how each Guardian was appointed. If no Guardian has been appointed, identify the next of kin of such party, giving the name, address and relationship of each. Estate of WARREN P. WICKWIRE ,Deceased 10. Other than the claim for the family exemption, list the names of all known claimants and the amount of their claims and state whether each claim is admitted. Name and Address of Each Claimant Amount of Claim Claim Admitted'? Will Claim Be Paid In Full? Yes ~ Yes N/A ~No No Yes ~ Yes No ~ No Yes ~ Yes No ~ No Yes ~ Yes ~No ~ No If the estate is insolvent, attach a schedule setting forth the order of preference under 20 Pa.C.S. § 3392 and the proposed payments. 11. Was family exemption claimed? ................................ Yes ~No Was family exemption allowed? ................................ Yes ~No Family exemption claimant's name and relationship: Name.• Relationship: Form OC-01 rev. Io.73.06 Page 6 of 10 Estate of WARREN P. WICKWIRE Deceased 12. The amount of Pennsylvania Transfer Inheritance Tax and additional Pennsylvania Estate Tax paid, the date(s) of payment(s), and the interest(s) upon which paid, are as follows: Date Payment Interest O 1 /07/2010 36,725.24 0.00 13. On the date of death, was the decedent a fiduciary (personal representative, trustee, guardian, agent under power of attorney) or surety on the bond of a fiduciary? ................... ~ Yes ®/ No If yes, provide the name of the estate, indicate whether an account has been filed and confirmed absolutely and all awards performed, or, in the alternative, how the decedent's estate will be discharged for the decedent's fiduciary administration of the estate. 14. A. Describe in detail any questions requiring adjudication and state the position of the Petitioner(s) as to each question: N/A B. Has notice of the question requiring adjudication been given to the parties identified in Paragraph 9 above? .................. ~ Yes ~ No 15. If Petitioner(s) has/have knowledge that a share has been assigned, renounced, disclaimed or attached, provide a copy of the assigrunent, renunciation, disclaimer or attachment, together with any relevant supporting documentation. Form OC-01 rev. 10.13.06 Page 7 of 10 Estate of WARREN P. WICKWIRE Deceased 16. Had the decedent been adjudicated an incapacitated person? .......... ~ Yes ~ No If yes, attach a copy of the Order if available; otherwise state the Court, term, number, date, and name of Hearing Judge. 17. A. List or attach a separate list of additional receipts and disbursements since the closing date of the Account. None 18 If so, attach a copy of the notice. 19. Is the Court being asked to direct the filing of a Schedule of Distribution? .......................... Yes ~No B. Has notice of the additional receipts and disbursements been given to the parties identified in Paragraph 9 above? ............. ~ Yes ~ No If a reserve is requested, state amount and purpose. 3,000.00 Am°unt Purpose: Costs to conclude administration of Estate, including preparation and filing of Accounting and Fiduciary Income Tax Returns If a reserve is requested for counsel fees, has notice of the amount of fees to be paid from the reserve been given to the parties in interest? ........................................ Yes ~No As to real estate only? ........................................ Yes ~ No Form OGO] rev. 10.13.06 Page 8 of 10 Estate of WARREN P. WICKWIRE ,Deceased Wherefore, your Petitioner(s) ask(s) that distribution be awarded to the parties entitled and suggest(s) that the distributive shares of income and principal (residuary shares being stated in proportions, not amounts) are as follows: A. Income: Proposed Distributee(s) Amount/Proportion See attached Schedule "J" of PA Inheritance Tax Six (6) residuary Return & Statement of Proposed Distribution beneficiaries -each receive a one-sixth (1/6) share. B. Principal: Proposed Distributee(s) Amount/Proportion Same as "A" Submitted By: (All petitioners must sign. Add additional lines if necessary): ____ ~~- C __ Name of Petitioner: Pau Syl ster Name of Petitioner: Fo,,,, oc-ol rev. ro.13.06 Page 9 of 10 Estate of WARREN P. WICKWIIZE Verification of Petitioner (Verification must be by at least one petitioner.) Deceased The undersigned hereby verifies * [that heishe is tare of the above-named name of corporation and] that the facts set forth in the foregoing Petition for Adjudication /Statement of Proposed Distribution which are within the personal knowledge of the Petitioner are true, and as to facts based on the information of others, the Petitioner, after diligent inquiry, believes them to be true; and that any false statements herein are made subject to the penalties of 18 Pa. C.S. § 4904 (relating to unsworn falsification to authorities). Signature of Petitioner * Corporate petitioners must complete bracketed information. Certification of Counsel The undersigned counsel hereby certifies that the foregoing Petition for Adjudication/ Statement of Proposed Distribution is a true and accurate reproduction of the form Petition authorized by the Supreme Court, and that no changes to the form have been made beyond the responses herein. /J Sig afore of C n el for Petitioner Form oc-o~ rev. ro.13.06 Page 10 of 10 PROOF OF PUBLICATION OF NOTICE IN CUMBERLAND LAW JOURNAL (Under Act No. 587, approved May 16, 1929), P. L.1784 COMMONWEALTH OF PENNSYLVANIA COUNTY OF CUMBERLAND ss. Lisa Marie Coyne, Esquire, Editor of the Cumberland Law Journal, of the County and State aforesaid, being duly sworn, according to 1_aw, deposes and says that the Cumberland Law Journal, a legal periodical published in the Borough of Carlisle in the County and State aforesaid, was established January 2, 1952, and designated by the local courts as the official legal periodical for the publication of all legal notices, and has, since January 2, 1952, been regularly issued weekly in the said County, and that the printed notice or publication attached hereto is exactly the same as was printed in the regular editions and issues of the said Cumberland Law Journal on the following dates, vlz: November 27 December 4 & December 11, 2009 Affiant further deposes that he is authorized to verify this statement by the Cumberland Law Journal, a legal periodical of general circulation, and that he is not interested in the subject matter of the aforesaid notice or advertisement, and that all allegations in the foregoing statements as to time, place and character of publication are true. Wickwire, Waxen P., deed. Late of Upper Allen Township. Executrix: Paula Sylvester c/o James D. Boger, Esquire, One West Main Street, Shiremans- town, PA 17011. Attorney: James D. Boger, Es- quire, One West Main Street, Shiremanstown, PA 17011. __ L' a Marie oyne, Edit SWORN TO AND SUBSCRIBED before me this 11 day of December, 2009 -~~L~-tL Notary NOTARIAL SEAL DE60RAH A COLLINS Notary Public CARLISLE i30R0, CUMSERtAND COUNTY My Commisslan Expiros Apr 28, 7.010 THE CENTRAL PENN BUSINESS JOURNAL Proof of Publication Under the Pennsylvania Newspaper Advertising Act 45 Pa.C.S. § l O1, et seq. Commonwealth of Pennsylvania } ss} County of Dauphin } Jerome Zary, being duly sworn according to law, deposes and says: That he is the Accountant of and duly authorized agent for JOURNAL PUBLICATIONS INC., a corporation organized and existing under the laws of the Commonwealth of Pennsylvania, with its principal office and place of business at 1500 Paxton Street, in the city of Harrisburg, County of Dauphin, State of Pennsylvania; that the THE CENTRAL PENN BUSINESS JOURNAL, a newspaper of general circulation distributed and circulated in Dauphin, Cumberland, Lancaster, Lebanon and York counties , is published by the said JOURNAL PUBLICATIONS INC. at 1500 Paxton Street, in the City, County and State aforesaid; and that THE CENTRAL PENN BUSINESS JOURNAL was established September 9th, 1984 and has been continually published ever since; That tl.e printed notice or publication which is securely attached hereto is exactly as pt~inted and published in the weekly editions/issues of the CENTRAL PENN BUSINESS JOURNAL which appeared on the 27th day(s) of November and the 4ch and 1 I `n day(s) of December 2009. That neither he nor said Corporation is interested in the subject matter of said printed notice or advertising, and that all of the allegations of this statement as to the time, place and character of publication are true; and This is a statement published by JOURNAL PUBLICATI~ INC. PUBLICATION ~~ COPY EXECUTRIX'S• NOTICE ,~` Jero ary Estate of Warren P. Wickwire Letters Testamentary on the Estate of Warren P. Wickwire, late of Upper Allen Township, Cumberland County, Pennsylvania, have been granted to the undersigned. All persons knowing themselves to be indebted to said Estate are requested to make immediate payment, and those having claims will present them„ without delay, for settlement to: Paula Sylvester, Executrix c/o James D. Bogar, Esquire Shiremanstown, PA 17011 Sworn to and subscribed before me this ~ ~~ day of 009 A.D. OTAR PU LIC ~Rsat"ter Marie 5eshore (v07ARY t'UBLIC: Cityot ~:' k inicst~~a~~ ~ un~~brran~ ,ounty ~~ ,t .~ _.- Publisher's Receipt for Advertising Cost JOURNAL PUBLICATIONS INC., publisher of the CENTRAL PENN BUSINESS JOURNAL, newspaper of general circulation, distributed and circulated in Dauphin, Cumberland, Lancaster, Lebanon and York counties, hereby acknowledges receipt of the aforesaid notice and publication costs and certifies that the same have been duly paid. THE CENTRAL PENN BUSINESS JOURNAL Re: Estate of Warren P. Wickwire BY••~••••~~••~•••• James U. Bogar Law Oftices One West Main Street Shiremanstown, PA 1701 1 Attention: James D. Bogar, Esquire SCHEDULE J BENEFICIARIES (part I, Taxable Distributions) ESTATE OF: Warren P. Wickwire 10/0712009 019-12-4942 Share of Estate Item Name and Address of Person(s) Relationship (Words) Number Receiving Property 116th of rest, residue 1 Karen Respress Daughter and remainder 3709 Bond Place Sarasota, FL 34232-5303 Daughter 116 of rest, residue 2 Paula Sylvester and remainder 403 Orchard Lane Mechanicsburg, PA 17055 Daughter 116 of rest, residue 3 Gail Wickwire and remainder 4 Nottingham Road Camp Hill, PA 17011 116 of rest, residue 4 Kris Wickwire Son and remainder 797 Old Quaker Road Lewisberry, PA 17339 Daughter 116 of rest, residue 5 Michele Wickwire and remainder 1218 Capital Street Harrisburg, PA 17102 116 of rest, residue g W. Peter Wickwire Jr. Son and remainder 149 Blacksmith Road Camp Hill, PA 17011 Spouse No provision was 7 Rhoda C. Wickwire made by Warren P. 100 Mt. Alen Drive Wickwire in his Last Mechanicsburg, PA 17055 Will and Testament for Rhoda C. Wickwire, surviving spouse. Amount of Estate ($$$) 1 In the Court of Common Pleas of Cumberland County, Pennsylvania Orphans' Court Division File No. 21-09-1082 Estate of Warren P. Wickwire, Deceased Late of Township of Uppen Allen FIRST AND FINAL ACCOUNT AND STATEMENT OF PROPOSED DISTRIBUTION ~ sa ~ o ~ ~. _ ;r- .~. ~~ ~ ~ _ ~' ~ , r- y CT't ~ E Executrix ~~%~~ Paula Sylvester ° ~ -~ ~ =~ , ~-' n C? zr _ i c~ C ~_ ~` J "'] ~ ` Date of Death: 10/07/2009 Date of Executrix's Appointment: 11/20/2009 Date of First Complete Advertisement: Central Penn Business Joumal - 11/27/fE~, 12/4/4, 12/11/ Cumberland Law Journal - 11127/l~, 12/4/4, 12/11/i~ Accounting for the period: 10/07/2009 to 09/08/2010 Purpose of Account: Paula Sylvester, Executrix, offers this Account to acquaint interested parties with the transactions that have occurred during the Administration. It is important that the Account be carefully examined. Requests for additional information or questions or objections can be discussed with: James D. Bogar Bogar & Hipp Law Offices One West Main Street Shiremanstown, PA 17011 717-737-8761 Supreme Court I.D. No. 19475 *Note- This accounting has been prepared in accordance with information provided by the Executrix, particularly with respect to reimbursements, expenses, distributions and fund balances. All bank and investment accounts were maintained and redeemed by Executrix, Paula Sylvester. SUMMARY OF ACCOUNT Estate of Warren P. Wickwire, Deceased For h period of October 7, 2009 through Se mb r 8~ 010 Proposed Distributions to Beneficiaries PRINCIPAL Receipts: This Account Net Gain (or Loss) on Sales or Other Dispositions Less Disbursements: Debts of Decedent Funeral Expenses Administration Expenses Federal, State 8~ Local Taxes Commissions Fees Family Exemption Balance Before Distributions Transfer to (from) Principal Distributions to Beneficiaries Principal Balance on Hand For Information: Investments Made Changes in Holdings INCOME Receipts This Account Net Gain (or Loss) on Sales or Other Dispositions Less Disbursements Balance Before Distributions Transfer to (from) Income Distributions to Beneficiaries Income Balance on Hand For Information: Investments Made Changes in Holdings COMBINED BALANCE ON HAND PAGES 10 Fiduciary Current Acquisition Value Value 288,097.86 1-2 800,479.01 3-4 17,630.63 818,109.64 0.00 5 2,782.40 5-6 69,087.11 0.00 6 30,000.00 6 10,920.00 0.00 112,789.51 705,320.13 0.00 7 420,000.00 285,320.13 8-9 2,777.73 0.00 2,777.73 0.00 2,777.73 0.00 0.00 2,777.73 288,097.86 Assets Listed in Inventory (Valued as of Date of Death) SCHEDULE A RECEIPTS OF PRINCIPAL Cash Members 1st Federal Credit Union -Savings Account 55.06 No. 293937-00; date of death balance $55.06; accrued interest $0.00 Members 1st Federal Credit Union -Certificate of 30,177.34 Deposit No. 2939371; date of death balance $30,168.22; accrued interest $9.12 Members 1st Federal Credit Union -Certificate of 34,238.38 Deposit No. 293937-45; date of death balance $34,229.43; accrued interest $8.95 Members 1st Federal Credit Union -Certificate of 30,200.52 Deposit No. 293937-46; date of death balance $30,190.20; accrued interest $10.32 Members 1st Federal Credit Union -Savings Account 189.52 No. 10066-00; date of death balance $189.50; accrued interest $0.02 Members 1st Federal Credit Union -Checking 13,732.68 Account No. 10066-11; date of death balance $13,732.39; accrued interest $0.29 Members 1st Federal Credit Union -Investment .0.26 Savings Account No. 10066-05; date of death balance $0.26; accrued interest $0.00 Members 1st Federal Credit Union -Certificate of 24,375.08 Deposit No. 10066-41; date of death balance $24,366.35; accrued interest $8.73 Members 1st Federal Credit Union -Certificate of 63,482.48 Deposit No. 10066-49; date of death balance $63,450.15; accrued interest $32.33 Members 1st Federal Credit Union -Certificate of 63,479.44 Deposit No. 10066-50; date of death balance $63,447.11; accrued interest $32.33 Navy Federal Credit Union -Savings Account; date of 22.73 death balance $22.73 Navy Federal Credit Union -Money Market Savings 10.00 Account; date of death balance $10.00 Navy Federal Credit Union -Certificate of Deposit No. 33,648.34 016440606800-05; date of death balance $33,648.34 Navy Federal Credit Union -Certificate of Deposit No. 39,705.85 016440606800-07; date of death balance $39,705.85 -1- Fiduciary Acquisition Value SCHEDULE A RECEIPTS OF PRINCIPAL Continued Fiduciary Acquisition Value Navy Federal Credit Union -Certificate of Deposit No. 39,294.25 016440606800-08; date of death balance $39,294.25 PSECU -Regular Share Account No. 8947473230 5.14 (S01); date of death balance $5.14; accrued interest $0.00 PSECU -Checking Account No. 8947473230 (S04); 13,002.12 date of death balance $13,001.91; accrued interest $0.21 PSECU -Money Market Account No. 8947473230 9.66 (S07); date of death balance $9.66; accrued interest $0.00 PSECU -Regular Share Account No. 99825 (S01); 742.66 date of death balance $742.60; accrued interest $0.06 PSECU -Certificate of Deposit No. 99825 (C50); date 19,253.74 of death balance $19,247.95; accrued interest $5.79 Members 1st Federal Credit Union -Swipe 5 Rebate 0.25 Members 1st VISA -Cash Rewards Rebate 36.71 Total Cash ~S 405,662.21 Walnut Street Securities, Inc. -Account No. 394,816.80 5W8968898 Total Bonds Total Receipts Total Receipts of Principal 394,816.80 800,479.01 800,479.01 -2- SCHEDULE B GAINS AND LOSSES ON SALES OR OTHER DISPOSITIONS -PRINCIPAL 10/08/2009 Members 1st Federal Credit Union -Certificate of Deposit No. 293937-46 Net Proceeds 30,276.28 Fiduciary Acquisition Value -30,200.52 75.76 11/01/2009 Members 1st Federal Credit Union -Certificate of Deposit No. 293937-41 Net Proceeds 30,244.31 Fiduciary Acquisition Value -30,177.34 66.97 11/01/2009 Members 1st Federal Credit Union -Certificate of Deposit No. 293937-45 Net Proceeds 34,304.02 Fiduciary Acquisition Value -34,238.38 65.64 11/01/2009 Members 1st Federal Credit Union -Certificate of Deposit No. 10066-41 Net Proceeds 24,439.16 Fiduciary Acquisition Value -24,375.08 64.08 11/01/2009 Members 1st Federal Credit Union -Certificate of Deposit No. 10066-49 Net Proceeds 63,719.87 Fiduciary Acquisition Value -63,482.48 237.39 11/01/2009 Members 1st Federal Credit Union -Certificate of Deposit No. 10066-50 Net Proceeds 63,716.81 Fiduciary Acquisition Value -63,479.44 237.37 -3- SCHEDULE B GAINS AND LOSSES ON SALES OR OTHER DISPOSITIONS -PRINCIPAL Continued Sz~in 11/01/2009 Navy Federal Credit Union -Certificate of Deposit No. 016440606800-05 Net Proceeds 33,788.92 Fiduciary Acquisition Value -33,648.34 140.58 11/01/2009 Navy Federal Credit Union -Certificate of Deposit No. 016440606800-07 Net Proceeds 39,885.74 Fiduciary Acquisition Value -39,705.85 179.89 11/01/2009 Navy Federal Credit Union -Certificate of Deposit No. 016440606800-08 Net Proceeds 39,460.97 Fiduciary Acquisition Value -39,294.25 166.72 11/01/2009 PSECU -Certificate of Deposit No. 99825 (C50) Net Proceeds 19,314.89 Fiduciary Acquisition Value -19,253.74 61.15 11/01/2009 Walnut Street Securities, Inc. -Account No. SW8968898 Net Proceeds 411,151.88 Fiduciary Acquisition Value -394,816.80 16,335.08 Loss TOTAL GAINS AND LOSSES/PRINCIPAL 17,630.63 LESS LOSS NET GAIN OR LOSS 17,630.63 -4- SCHEDULE C DISBURSEMENTS OF PRINCIPAL 10/26/2009 Hollinger Funeral Home -Obituary fee 885.22 10/26/2009 Mechanicsburg Club -funeral luncheon 1,375.07 11/22/2009 Chase VISA -Lunch and dinner after burial 522.11 Total Funeral Expenses 10/07/2009 Members 1st Federal Credit Union -Checking 12,041.56 Account No. 10066-11; Outstanding checks/automatic withdrawals as of date of death 10/07/2009 PSECU -Checking Account No. 8947473230 (S04); 13,000.00 outstanding check as of date of death 10/09/2009 Giant -Cleaning Supplies 4.95 10/09/2009 Verizon -telephone bill 20.69 10/10/2009 Adjei Paul Yeboah -Caregiver bonus 1,000.00 10/14/2009 Members 1st VISA -Credit card payment 180.32 10/14/2009 USAA Insurance -Auto insurance premium 68.43 10/15/2009 United Water -water bill 24.96 10/21/2009 Acacia Mutual Life -Life Insurance Premium 16.38 10/26/2009 Dept. of Veterans Affairs -Prescription bill 24.00 10/26/2009 Elders Choice -Live-in care servce fee 750.00 10/26/2009 Paula Levitas -Reimbursement for groceries 68.52 10/28/2009 Jan Brown and Associates -legal consulation 250.00 11/05/2009 Verizon -hospital phone bill 29.68 11/10/2009 Members 1st VISA -Credit card payment 63.26 11/20/2009 Cumberland Law Journal -fee for publication of 75.00 Executrix's Notice 11/20/2009 Register of Wills -probate fee 630.00 12/07/2009 Dept. of Veterans Affairs -Prescription bill 24.00 12/08/2009 PSECU -Initial Deposit Fee 1.00 12/29/2009 Paula Sylvester -reimbursement for expenses paid 95.12 on behalf of Warren P. Wickwire prior to his date of death 2,782.40 -5- SCHEDULE C DISBURSEMENTS OF PRINCIPAL Continued 01/05/2010 Journal Publications -publication of Executrix's 85.00 Notice ~p BE p~ RESERVES: -Costs to conclude administration of 3;000.00 Estate, including filing PA Inheritance Tax Return and Inventory; preparation and filing of final 2009 federal and state personal income tax returns and fiduciary income tax returns; preparation of Accounting 01/06/2010 Register of Wills -Fee to file PA Inheritance Tax 30.00 Return and Inventory 01/06/2010 Register of Wills -Additional probate fee 50.00 01/07/2010 Register of Wills, Agent - PA Inheritance Tax paid at 36,725.24 5% discount with return 01/25/2010 Register of Wills -Short Certificates 12.00 02/01/2010 Rhoda C. Wickwire -Reimbursement for cost 2.00 advanced 02/15/2010 Medical Express Ambulance Service -medical bill 135.00 0 311 512 01 0 Masland & Garrick -Administrative fee for distribution 150.00 of shares of Walnut Street Securities 09/08/2010 Register of Wills -Filing fee for Court Account 530.00 Total Miscellaneous Administrative Expenses Commissions 69,087.11 7/20/1010 Paula Sylvester -Executrix Commission 30,000.00 Total Commissions 30,000.00 Fees 11/11/2009 James D. Bogar -Attorney's fees for representation of 200.00 Estate per agreement 01/07/2010 James D. Bogar - Attomey's fees for representation of 4,525.00 Estate per agreement 07/20/2010 James D. Bogar -Attorney's fees for representation of 4,725.00 Estate per agreement TO BE PAID James D. Bogar -Attorney's fees for representation of 1,470.00 Estate per agreement -6- SCHEDULE C DISBURSEMENTS OF PRINCIPAL Continued Total Fees 10,920.00 TOTAL DISBURSEMENTS OF PRINCIPAL 112,789.51 -7- SCHEDULE D DISTRIBUTIONS OF PRINCIPAL 02/18/2010 Gail Wickwire -Advancement of funds from Walnut 70,000.00 Street Securities Investment Account. Stock - $53,717.87; Check - $16,282.13 02/18/2010 Karen Respress -Advancement of funds from Walnut 70,000.00 Street Securities Investment Account. Stock - $53,717.87; Check - $16,282.13 02/18/2010 Kris Wickwire -Advancement of funds from Walnut 70,000.00 Street Securities Investment Account. Check - $70,000.00 02/18/2010 Michele Wickwire -Advancement of funds from 70,000.00 Walnut Street Securities Investment Account. Stock - $53,717.87; Check - $16,282.13 02/18/2010 Paula Sylvester -Advancement of funds from Walnut 70,000.00 Street Securities Investment Account. Stock - $53,694.24; Check - $16,305.76 02/18/2010 W. Peter Wickwire, Jr. -Advancement of funds from 70,000.00 Walnut Street Securities Investment Account. Check - $70,000.00 420,000.00 TOTAL DISTRIBUTIONS TO BENEFICIARIES 420,000.00 -7- SCHEDULE G RECEIPTS OF INCOME MetLife 12/26/2009 MetLife -Dividend TOTAL DIVIDEND INCOME 66.36 66.36 66.36 Members 1st Federal Credit Union 10/07/2009 Members 1st Federal Credit Union -Savings Account 0.04 No. 10066-00; interest earned in account from date of death to closeout Members 1st Federal Credit Union 11/01/2009 Members 1st Federal Credit Union -Savings Account 0.02 No. 293937-00; interest earned in account from date of death to closeout 0.04 0.02 ~.~ 11/01/2009 PSECU -Checking Account No. 8947473230 (S04); 0.22 interest earned in account from date of death to closeout 11/01/2009 PSECU -Regular Share Account No. 99825 (S01); 0.50 interest earned in account from date of death to closeout 0.72 -$- SCHEDULE G RECEIPTS OF INCOME Continued Walnut Street Securities. Inc. 03/31/2010 Walnut Street Securities, Inc. -Account No. 5W8975232; interest earned in Estate account Members 1st Federal Credit Union 08/31/2010 Members 1st Federal Credit Union -Interest earned in Estate accounts through August 2010. 734.56 1,598.62 PSECU 08/31 /2010 PSECU -Interest earned in Estate accounts through 377.39 August 2010. Navy Federal Credit Union 11/24/2010 Navy Federal Credit Union -Savings Account; interest accrued in account from date of death to closeout TOTAL BANK INTEREST TOTAL RECEIPTS OF INCOME 0.02 734.56 1, 598.62 377.39 0.02 2,711.37 2,777.73 -9- PROPOSED DISTRIBUTIONS TO BENEFICIARIES TO Current Value 09/08/2010 or as noted Gail Wickwire -Proposed Distribution Karen Respress -Proposed Distribution Kris Wickwire -Proposed Distribution Michelle Wickwire -Proposed Distribution Paula Sylvester -Proposed Distribution W. Peter Wickwire, Jr. -Proposed Distribution 48,016.31 48,016.31 48,016.31 48,016.31 48,016.31 48,016.31 288,097.86 Total 288,097.86 Fiduciary Acquisition Value -10- In the Court of Common Pleas of Cumberland County, Pennsylvania Orphans' Court Division File No. 21-09-1082 Estate of Warren P. Wickwire, Deceased Verification Paula Sylvester, Executrix under the Last Will and Testament of Warren P. Wickwire, Deceased, hereby declares under oath that he/she has fully and faithfully discharged the duties of his/her office; that the foregoing Account is true and correct and fully discloses all significant transactions occurring during the accounting period; that all known claims against the Estate have been paid in full; that, to his/her knowledge, there are no claims now outstanding against the Estate; that all taxes presently due from the Estate have been paid. This statement is made subject to penalties of 18 Pa. C.S.A. Section 4904 relating to unsworn falsification to authorities. f ~ ~ Paula Sylvester, Executrix ~~' Dated: IN RE: ESTATE OF IN THE COURT OF COMMON PLEAS OF WARREN P. WICKWIRE, LATE OF CUMBERLAND COUNTY, PENNSYLVANIA UPPER ALLEN TOWNSHIP, MECHANICSBURG, CUMBERLAND ORPHANS' COURT DIVISION COUNTY, PENNSYLVANIA, DECEASED N0. 21-09-1082 NOTICE OF FILING ACCOUNT NOTICE IS HEREBY GIVEN that Paula Sylvester, Executrix of the Estate of Warren P. Wickwire, deceased, has this date filed her First and Final Account and Statement of Proposed Distribution in the above-captioned Estate in the Cumberland County Register of Wills Office where the same is filed as public record and may be inspected. Enclosed herewith is a copy of the First and Final Account as filed. YOU ARE FURTHER notified that any exceptions or objections to said Account must be filed in writing at the Cumberland County Clerk of the Orphans' Court Office not later than the audit day of said Account sched- uled as set forth below. UNLESS written exceptions or objections are filed thereto, said Account will be presented to the above-captioned Court at 9:30 A.M. on Tuesday, October 12, 2010, at whi ch time said Acc ount will be audited. ~'~ Date: September 10, 2010 Ja es D. Bog Esquire Attorney for he Estate One West Main Street Shiremanstown, PA 17011 C7 (717 ) 737-8761 ~0 ; ~, `' ~ t7 ~-- ~ cc: Paula Sylvester, Executrix +"n ~ -- ~ r ~ ! . Karen Respress ~'~ ~ ~ + ~ ~' r.. c_T~ W. Peter Wickwire, Jr. r~ C 7 ~ __~ Kris Wickwire ~~ ~ --_~ "., Gail Wickwire ~ ~ ~ '~~-z Michele Wickwire ~