HomeMy WebLinkAbout09-10-10
DECEDENT'S ESTATE
COURT OF COMMON PLEAS OF ~ --:
Cumberland COUNTY, PENNSYLVANIA ~ p °a ~ ':, -,
ORPHANS' COURT DIVISION
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Kathryn T. Shoemaker
ESTATE OF
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,DECEASED `
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No. 21-09-0909
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: Michael A. Scherer, Esquire
Supreme Court I.D. No.: 61974
Name of Law Firm
Address
Raric Scherer
~ 4 WPCt Routh Street. Carlisle, PA 17013
Telephone: (717) 249-6873
Fax: 717 249-5755
Page 1 of 10
Form OC-0l rev. 10.13.06
Estate of Kathryn T. Shoemaker
1. Name(s) and address(es) of Petitioner(s):
Name: Doris K. Townsend
Address: 1309 Sadler Drive
Carlisle, PA 17013
Phyllis E. Jones
Deceased
11 Garden Drive
Carlisle, PA 17013
Identify any executors or administrators who have not joined in the Petition for
Adjudication and Statement of Proposed Distribution and state reason:
D,? ............... Yes
g y ......
Is this the first accountin b this fiducia ~ No
If not, identify prior accountings, the accounting periods covered, and the date of
adjudication of the prior accounting.
2. Decedent died on September 11, 2009
Letters Testamentary or Letters of Administration were granted to Petitioner(s) on
September 29.2009
Date of Will (if applicable): November 20, 2003
Date(s) of Codicil(s) (if applicable): None
Date of probate (if different from date Letters granted): November 29, 2009
Was a bond required? DYes ~ 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: Cumberland Law Journal:
October 9, 16 and 23, 2009; The Sentinel: October 6, 13 and 20, 2009
Page 2 of 10
FormOC-01 rev.IO.13.06
Kath n T. Shoemaker ,Deceased
Estate of D'
,,.,.,,,.. Yes mNo
3. Was decedent survived by a spouse? .................. .
If yes, name of the surviving spouse:
4. Has the surviving spouse filed to take an elective share? ............. Yes Q No
(See Section 2201 et sic.. 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):
Not applicable.
6. Did decedent marry after execution of Will or Codicil(s)? ........... Yes ~ No
Were any children born to decedent after execution of ~ yes ~ No
Will or Codicil(s)? .......................................... .
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-0! rev. !0.13.06
Estate of Kathryn T. Shoemaker
Deceased
g, 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 belobelow haslbeen oortwill be given to all personslaf ectdeddtherteby as
discussed m item 14
A. If Notice has been given, attach a copy of the Notice as well as a list of the names
and addresses of the parties receiving such Notice.
B. If Notice is yet to be given, a copy of the Notice as well as a list of the names and
addresses of the parties receiving such Notice shall be submitted at the Audit
together with a statement executed by a Petitioner or counsel certifying that such
notice has been given.
C. If any person entitled to Notice is not sui juris (e.g., minors or incapacitated
persons), Notice of the Audit has been or will be given to the appropriate
representative on such party's behalf as required by Pa. O.C. Rule 5.2.
D. If any charitable interest is involved, Notice of the Audit has been or will also be
given to the Attorney General as required under Pa. O.C. Rule 5.5. In addition, the
Attorney General's clearance certificate (or proof of service of Notice and a copy
of such Notice) must be submitted herewith or at the Audit.
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:
A. State each party's relationship to the decedent and the nature of each party's
interest(s):
Page 4 of 10
Form OC-0l rev. 10.13.06
Estate of Kathryn T. Shoemaker
Deceased
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).
D. If distribution is to be made to the personal representative of a deceased party,
state date of death, date and place of grant of Letters and type of Letters granted.
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.
Kathryn T. Shoemaker ,Deceased
Estate of
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.
None
Name and Address of Each Claimant
Amount of Claim Claim Will Claim
Admitted? Be Paid In
Full?
Yes ~ Yes
~No ~No
[Yes ~ Yes
~No ~No
Yes ~ Yes
~No ~ No
Yes ~ Yes
[~No ONo
If the estate is insolvent, attach a schedule setting forth the order of preference under
20 Pa.C.S. § 3392 and the proposed payments.
,,,,,,.,.. ^Yes ~No
11. Was family exemption claimed? ..................... .
......... Yes ~No
Was family exemption allowed? ...................... .
Family exemption claimant's name and relationship:
Relationship:
Page 6 of 10
Form OC-Ol rev. 10.13.06
Estate of Kathryn T. Shoemaker
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:
Payment Interest
Date
December 11, 2009 10,000.00
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:
None
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 assignment, renunciation, disclaimer or attachment,
together with any relevant supporting documentation.
Page 7 of 10
Form OC-01 rev. 10.13.06
Estate of Kathryn T. Shoemaker
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
B. Has notice of the additional receipts and disbursements been ~ Yes m No
given to the parties identified in Paragraph 9 above . ............ .
18. If a reserve is requested, state amount and purpose.
Amount:
Purpose:
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 Yes ~No
parties in interest? ....................................... .
If so, attach a copy of the notice.
19. Is the Court being asked to direct yes ONo
the filing of a Schedule of Distribution? ......................... .
Y N
As to real estate only? .•.•••••••••••••••••••••""'•"•"•"" ® es ® o
Page 8 of 10
Form OC-Ot rev. 10.13.06
Estate of Kathryn T. Shoemaker
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:
Amount/Proportion
Proposed Distributee(s)
B. Principal:
AmoundProportion
Proposed Distributee(s)
SEE ATTACHED
Submitted By:
(All petitioners must sign.
Add additional lines if necessary):
~,/
Name of Petiti er: Doris K. Townsend
•
Name of etitioner: phyllis .Jones
Page 9 of 10
Form OC-01 rev. 10.13.06
Kathryn T. Shoemaker ,Deceased
Estate of
Verification of Petitioner
(Verification must be by at least one petitioner.)
* we is arle are the Executrices
The undersigned hereby verifies [that heisne
of the above-named name of corporation Estate of Kathryn T. Shoemaker 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).
~~
_,~ .~. ~ i
Signature of Pe rtioner
~° ~ ~ n~ ~
L
* Corporate petitioners must complete bracketed information.
Certification of Counsel
The undersigned counsel hereby certifies that the foregoing Petition for Adjudication/
Statement of Proposed Distribou~ and that no changes to the form have been made beyolnd the
authorized by the Supreme C ,
responses herein.
`"VVv
o--i
Signature of ounsel for Petitioner
Page 10 of 10
Form OC-01 rev. 10.13.06
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT. 280601
HARRISBURG, PA 17128-0601
RECEIVED FROM:
JONES PHYLLIS E
11 GARDEN DRIVE
CARLISLE, PA 17013
fold
REMARKS: RECPT TO ATTY
SEAL
CHECK#107
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
ACN
ASSESSMENT
CONTROL
NUMBER
TOTAL AMOUNT PAID:
INITIALS: MAW
RECEIVED BY:
TAXPAYER
REV-1162 EX(11-96)
NO. CD 012097
AMOUNT
$10, 000.00
GLENDA EARNER STRASBAUGH
REGISTER OF WILLS
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF PUBLIC WELFARE
BUREAU OF FINANCIAL OPERATIONS
DIVISION OF THIRD PARTY LIABILITY
ESTATE RECOVERY PROGRAM
PO BOX 6486
HARRISBURG, PA 17105-8486
October 20, 2009
MICHAEL A SCHERER ESQUIRE
19 WEST SOUTH STREET
CARLISLE PA 17013
Re: KATHRYN T SHOEMAKER
SSN: 189-09-5034
Dear Attorney Scherer:
2009, the Department of Public
Pursuant to your letter dated October Ol,
Welfare (DPW), Estate Recovery Program, has reviewed the information you
provided regarding the above-referenced individual.
It has been determined that this individual did not receive any type of
assistance during the questioned period.
Therefore, according to the information you provided, the Department's
Estate Recovery Program will not seek any recovery from this estate. If your
client applied for Medical Assistance and had an application and/or hearing
pending at the time of death, please advise us and provide any additional
information that may affect a recovery by our Department.
If you have any questions, please feel free to contact me.
Sincerely,
.~ ~~
~t.CaCrIJ~--~
Carole A. Procope
Recovery Section Manager
(717)772-6604
•o
PROOF OF PUBLICATION OF NOTICE
IN CUMBERLAND LAW JOURNAL
(Under Act No. 587, approved May 16, 1929), P. L.1784
COMMONWEALTH OF PENNSYLVANIA
ss.
COUNTY OF CUMBERLAND
Lisa Marie Coyne, Esquire, Editor of the Cumberland Law Journal, of the County and
State aforesaid, being duly sworn, according to law, deposes and says that the Cumberland Law
Journal, a legal periodical published in the Borough of Carlisle in the County and State aforesaid,
was established January 2, 1952, and designated by the local courts as the official legal
1952 been regularly
periodical for the publication of all legal notices, and has, since January 2, ,
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,
viz:
October 9 October 16 & October 23 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.
Editor
SWORN TO AND SUBSCRIBED before me this
23 day of October, 2009
Notary
Shoemaker, Kathryn T., deed.
Late of Cumberland County.
Executrices: Doris K. Townsend
and Phyllis E. Jones.
Attorneys: Michael A. Scherer,
Esquire, OBrien, Baric & Scherer,
19 West South Street, Carlisle, PA
17013, (717) 249-6873.
NOTARIAL SEAL
DEBORAH A CULLINS
Notary Publio
CARLISLE EORO, CUMBERLAND COUNTY
My Commisslon Expires Apr 28, 2070
PROOF OF PUBLICATION
State of Pennsylvania, County of Cumberland
james IQeinklaus, Advertising Operations Director, of The Sentinel, of the County and
State aforesaid, being duly sworn, deposes and says that THE SENTINEL, a newspaper
of general circulation in the Borough of Carlisle, County and State aforesaid, was
established December 13,1881, since which date THE SENTINEL has been regularly
issued in said County, and that the printed notice or publication attached hereto is
exactly the same as was printed and published in the regular editions and issues of
THE SENTINEL on the following day(s):
October 6,13 & 20, 2009
COPY OF NOTICE OF PUBLICATION
ESTATE NOTI E
..Letters Testamentary in the, Estate of KATHRYN T. SHOEMAKER, late of
Cumberland County, were granted to Doris k. Townsend and Phyllis E.'
Jones an September 29, 2009.
All persons knowing themselvesto be indebted to said Estate are requested t6
make immediate payment and those having claims will-present them,
without delay, to the undersigned.
Michael ArScheier,-Esquire
O'Brien, Baric 8 Scherst
19 West South Street
Carlisle, PA 17013
{717) 249-6873
Affiant further deposes that he/she is not
interested in the subject matter of the
aforesaid notice or advertisement, and that
all allegations in the foregoing statement as
to time, placed character of publication
are true./j .,~/~ ~ ,'
Sworn to and subscribed before me this
~~n Q~~a G ~`~
_ ~ ~~~
Notary Public
My commission expires:
~MWiONitYEALTN Oi= I+~irira~`=k-~nrv.,,
NOTARIAL S ~ No~Y ~~ ~,,
~.a~43! ANN HECKE~ Cou~tt
a~,a RtiA 8oro., C ~, ~,,;
1V~;~ Commission E
g~yco, `~~y. ~a..
IN THE COURT OF COMMON PLEAS OF
CUMBERLAND COUNTY, PENNSYLVANIA
ORPHANS' COURT DIVISION
NO. 21-09-0909
FIRST AND FINAL ACCOUNT OF
DORIS K. TOWNSEND AND
PHYLLIS E. JONES CO-EXECUTRICES
FOR THE
ESTATE OF KATHRYN T. SHOEMAKER
LATE OF NORTH MIDDLETON TOWNSHIP ~ ;>-~
n ~ ~ ~;
Date of Death: September 11, 2009 ~~ ~ '-~~e'~::.
Date of Incapacity: None ~ C~ ~ _ ~'~'
: ~=;
Date of Executor's Appointment: September 29, 2009 .~r~
~. ~
Advertising Grant of Letters:
The Sentinel: October 6, 13 & 20, 2009
Cumberland Law Journal: October 9, 16 & 23, 2009
Accounting Period: September 11, 2009 to September 10, 2010
Purpose of Account: To familiarize interested parties with the transactions that have
occurred during administration.
It is important that the account be carefully examined. Requests for additional
information or questions or objections can be discussed with:
Michael A. Scherer, Esquire
19 West South Street
Carlisle, PA 17013
(717) 249-6873
1
SUMMARY OF ACCOUNT
PAGE
PRINCIPAL
Receipts
Less Disbursements
Debts of Decedent
Funeral Expenses
Administration Expenses
Inheritance Tax
Fees and Commissions
Balance before Distributions
Distribution to Beneficiaries
Principal Balance on Hand
3
4
4
4
4
5
5
5
5
5
6
6
7
8
$246,894.12
INCOME
Receipts
Distributions
Income on Hand
COMBINED BALANCE ON HAND
PROPOSED DISTRIBUTIONS
TO BENEFICIARIES
AUDIT NOTICE
VERIFICATION
2
$ 6,716.96
$ 8,544.17
$ 2,753.32
$ 9,540.76
X19,080.00 - 46,635.21
$200,228.91
- 175,000.00
$ 25,228.91
$ 10.61
$ 0.00
$ 10.61
$ 25,239.52
RECEIPTS OF PRINCIPAL
Real Estate
1. 29 Garden Drive $159,099.07
Carlisle, Cumberland County, PA
Acquired by decedent on May 13, 1967
Sold by Co-Executrices on February 11, 2010
Appraised as of September 11, 2009 for $162,000.00
Sold in arm's length transaction to Phillip and
Evelyn Ruegg for $160,000.00
Value shown as net proceeds from sale
No real estate commission was paid
Stocks
1. 301 shares British Petroleum $ 9,278.38
Shares were not discovered until March, 2010.
Date of death value of shares was $54.58/share
Sale price was $33.97/share
Value shown as proceeds of sale less commission
2. Morgan Stanley Account # 40K-02100-11 $ 62,849.98
Date of death value $62,807.39
Value shown as proceeds of sale
Bank Accounts
1. M & T Bank Account # 2675020792 $ 11,286.82
Personal Property
1. Proceeds of sale from Rowe's Auction $ 3,895.78
Net of commissions and fees
2. Other sale of personal property $ 435.00
Refunds
1. Comcast $ 49.09
Total $ 246,894.12
3
RECEIPTS OF INCOME
Interest on estate checking account
DISBURSEMENTS OF PRINCIPAL
DEBTS OF DECEDENT
1. Forest Park Nursing Home
2. West Shore EMS
3. Three Springs Family Practice
4. Guardian Long Term Care Pharmacy
5. Express Scripts
6. Moffitt Heart and Vascular
7. BP Pension Plan reimbursement for overpayment
8. Carlisle Small Animal Vet
Total
FUNERAL EXPENSES
Hoffman Roth Funeral Home
ADMINISTRATIVE EXPENSES
1. Probate fees- Register of Wills
2. The Sentinel (advertising)
3. Cumberland Law Journal (advertising)
4. Tax preparer fees
5 West Shore Oil: decedent's real estate
.
6. Bill Malloy: snow removal at decedent's residence
7 Check fee for estate checks
.
8 North Middleton Authority: water for residence
.
9. Art Calaman: appraisal of decedent's residence
10 Wire transfer fee for securities sold
.
11 Shane Bouder: trash removal decedent's residence
.
12. Norman Eberly: cleaning of decedent's residence
13. Advertise Account
Total:
PENNSYLVANIA INHERITANCE TAX
$ 10.61
$ 4,840.90
$ 912.40
$ 43.33
$ 146.31
$ 10.00
$ 36.60
$ 302.42
$ 425.00
$ 6,716.96
$ 8,544.17
$ 536.00
$ 166.30
$ 75.00
$ 375.00
$ 748.40
$ 30.00
$ 9.87
$ 25.75
$ 300.00
$ 12.00
$ 200.00
$ 225.00
$ 80.00
$ 2,753.32
$ 9,540.76
4
FEES AND COMMISSIONS
1. Phyllis Jones, Executrix Commission $ 6,000.00
2. Doris Townsend, Executrix Commission $ 6,000.00
3. Baric Scherer, legal fees $ 7,080.00
Total $19,080.00
TOTAL DISBURSEMENTS OF PRINCIPAL $46,665.21
DISTRIBUTION OF PRINCIPAL TO BENEFICIARIES
Carlisle Brethren In Christ 10% $ 17,500.00
Doris K. Townsend 14%
14% $ 24,500.00
$ 24,500.00
Phyllis E. Jones 14% $ 24,500.00
Carol Shoemaker 7% $ 12,250.00
Michele Suzanne Eager 7% $ 12,250.00
Mark Thomas Eager 7% 250.00
$ 12
Scott Jeffrey Shoemaker 7% ,
$ 12,250.00
Holly Lyn Shoemaker 7% $ 12,250.00
Kelly Renee Jones 7% $ 12,250.00
Aaron David Jones 6% $ 10.500.00
Gregory Edward Hilt
TOTAL: $175,000.00
PRINCIPAL BALANCE ON HAND
Principal Receipts
Less Principal Disbursements
Less Distributions of Principal to Beneficiaries
Balance on Hand
RECEIPTS OF INCOME
Interest on estate checking account
$ 246,894.12
44,665.21
$175,000.00
$25,228.91
$10.61
5
DISTRIBUTION OF INCOME TO BENEFICIARIES
None.
COMBINED BALANCE ON HAND $25 228 91
Principal $ 10.61
Income $25,239.52
Total
PROPOSED DISTRIBUTION TO BENEFICIARIES
Carlisle Brethren In Christ 10% $ 2,524.00
53
533
$ 3
Doris K. Townsend 14%
14% .
,
$ 3,533.53
Phyllis E. Jones 14% $ 3,533.53
Carol Shoemaker 7% $ 1,766.76
Michele Suzanne Eager 7% $ 1,766.76
Mark Thomas Eager 7% $ 1,766.76
Scott Jeffrey Shoemaker 7% $ 1,766.76
Holly Lyn Shoemaker 7% $ 1,766.76
Kelly Renee Jones 7% $ 1,766.76
Aaron David Jones 6% $ 1,514.37
Gregory Edward Hill
TOTAL: $ 25,239.52
Respectfully submitted,
BARK SCHERER
,~
is ael A. Scherer, Esquire
I.D. # 61974
19 West South Street
Carlisle, PA 17013
(717) 249-6873
6
AUDIT NOTICE
Please be advised that the First and Final Account and Proposed Distribution of
Doris K. Townsend and Phyllis E. Jones, Co-Executrices under the Will dated
November 20, 2003 and executed by Kathryn T. Shoemaker, deceased, has been filed
with the Clerk of the Orphans Court Division of the Court of Common Pleas of
Cumberland County, Pennsylvania, and will be called for audit before the Honorable
Judges of said Court on the 12th day of October, 2010, at 9:30 a.m. in Courtroom
Number 1, of the Cumberland County Courthouse, Carlisle, Pennsylvania. Your interest
in the Estate consists of: See attached Will and Schedule of Distribution.
The Court will be asked to approve the account as stated and to make awards in
accordance with the provision of the Will of Kathryn T. Shoemaker, deceased. Copies
of the Account and Will are enclosed.
It is not necessary that you or your counsel appear at the audit. However, if you
have any objection to any items in the Account (or if you disagree with the position the
accountant has taken on any claim), it is necessary that you appear at the time and
place stated above in person or by counsel; otherwise, the Court will assume you have
no objection and may approve the account as stated.
If you have any questions regarding the contents of this letter, the Account of the
Co-Executrices of the Will of Kathryn T. Shoemaker, please contact the undersigned.
Michael A. Scherer, Esquire
Baric Scherer
19 West South Street
Carlisle, PA 17013
(717) 249-6873
7
VERIFICATION
Doris K. Townsend and Phyllis E. Jones, Co-Executrices of the Estate of Kathryn
T. Shoemaker, deceased, hereby declares under oath that they have fully and faithfully
discharged the duties of their office; that the foregoing First and Final Account is true
and correct and fully discloses all significant transactions occurring during the
accounting period; that all known claims against the estate have been paid in full; that,
to their knowledge, there are no claims outstanding against the estate; that all income
taxes presently due from the Estate have been paid, and that all inheritance tax has
been paid; and that the grant of Letters Testamentary and first complete advertisement
thereof occurred more than four months before the filing of the foregoing First and Final
Account.
This statement is made subject to the penalties of 18 Pa.C.S.A. section 4904
relating to unsworn falsification to authorities.
Doris .Townsend
~~
P Ilis E. Jones
Date: 9~9f/'a
VERIFICATION UNDER CCRP 6.3-1
I hereby certify that on September 1~ , 2010, I mailed the notice of the time
and place of the presentation of the above account and proposed distribution, along
with a copy of the account, proposed statement of distribution and a copy of the Will, by
first class mail, postage prepaid, as follows:
Carlisle Brethren In Christ Church
115 Walnut Bottom Road
Carlisle, Pennsylvania 17013
Doris K. Townsend
1309 Sadler Drive
Carlisle, Pennsylvania 17013
Phyllis E. Jones
11 Garden Drive
Carlisle, Pennsylvania 17013
Michelle Eager Nettesheim
109 Strangford Lane
Durham, North Carolina 27713
Scott Jeffrey Shoemaker
6839 Hartzell Hill Lane
Haymarket, Virginia 20169
Kelly Renee Rimmer
3 Secretariat Drive
Dillsburg, Pennsylvania 17019
Gregory Edward Hill
96 Bay Springs Church Road
Adrian, Georgia 31002
Carol Shoemaker
153 East Hillcrest Drive
Carlisle, Pennsylvania 17013
Mark Thomas Eager
827 Wellington Drive
Carlisle, Pennsylvania 17013
Holly Lyn Price
41 Old Gap Road
Carlisle, Pennsylvania 17013
Aaron David Jones
11 Garden Drive
Carlisle, Pennsylvania 17013
Heather J. Vance-Rittman, Esquire
Senior Deputy Attorney General
Charitable Trusts and Organizations
14th Floor, Strawberry Square
Harrisburg, Pennsylvania 17120
Mic ael A. c rer, Esquire
9