HomeMy WebLinkAbout10-20-10DECEDENT'S ESTATE
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PETITION FOR ADJUDICATION I `~t7p c
STATEMENT OF PROPOSED DISTRIBUTION / ~? ~'`' ~
PURSUANT TO Pa. O.C. RULE 6.9 ~ ~ - ,T
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ESTATE OF Jannette A. Utech ,DECEASED
aka Jannette A. Dingle aka Jannette Allison Dingle Utech
This form maybe used in all cases involving the Audit of the Account of a Decedent's Estate. If
space is insufficient, riders maybe attached. Attach the spouse's election, if any; the papers
required under items 8-19 inclusive; and any instrument pertinent to the adjudication.
INCLUDE
Name of Counsel:
Supreme Court I.D. No.:
Name of Law Firm:
Address:
Telephone:
Fax:
E-mail:
COURT OF COMMON PLEAS OF
CUMBERLAND COUNTY, PENNSYLVANIA
ORPHANS' COURT DIVISION
AT THE BACK OF THIS FORM.
Stonesifer and Kelley, P.C.
209 Broadway
Hanover, PA 17331
717-632-0163
717-632-8883
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Page 1 of 10 t~1 u
PETITION FOI~t ADJUDICATION
Estate of Jannette A. Utech ,Deceased
1. Name(s) and address(es) of Petitioner(s):
Neee Rachel Hollenbaugh Ethan A. Dingle
^~~ 30 Lebo Road 340 Yingling Road
Carlisle, PA 17015 Littlestown, PA 17340
Identify any executors or administrators who have not joined in the Petition for
Adjudication and Statement of Proposed Distribution and Account 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 06115/2009
® Letters Testamentary or ^ Letters of Administration were granted to Petitioner(s) on
06/2412009
Date of Will (if applicable)
08/13/2008
Date(s) of Codicil(s) (if applicable):
Date of probate (if different from date Letters granted):
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:
07/12/2009 07/17/2009 07/19/2009 0712412009 07/2612009 07/31/2008
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,• ,
PET~~'~t)N FCIR A~?JtJDICA~`1C7Y~
Estate of Jannetts A. Utech ,Deceased
3. Was decedent survived by a spouse? ....................................................................... ^ Yes ® No
If yes, name of the surviving spouse:
4. Has the surviving spouse filed to take an elective share? ......................................... ^ Yes ^ No
($@@ Section 2201 gt ~. 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 (~f none, so state):
6. Did the decedent marry after execution of Will or Codicil(s)? .............................................. ^ Yes ® No
Were any children born to decedent after execution of
WIII Of COdICII(S~? ............................................................................................................... ^ Yes ® No
If yes, give names and dates of birth:
Name:
Date of Birth:
7. If required by the Medical Assistance Estate Recovery Act,
62 P.S. §1412, was a request for a statement of claim sent to
the Department of Public Welfare? ..................................................................................... ®Yes ^ No
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Estate of Jannette A. Utech
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 party's behalf as required by Pa. O.C. Rule 5.2.
D. If any charitable interest is involved, Notice of the Audit has been or will also be
given to the Attorney General as required under Pa. O.C. Rule 5.5. In addition,
the Attorney General's clearance certificate (or proof of service of Notice and a
copy of such Notice) must be submitted herewith or at the Audit.
9. List all parties (charitable and non-charitable) of whom Petitioner(s) hasJhave notice or
knowledge, having or claiming any interest in the estate as beneficiaries under the Wil- 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):
Ethan A. Dingle
340 Yingling Road
Littlestown, PA 17340
Rachel Hollenbaugh
30 Lebo Road
Carlisle, PA 17015
Son
Daughter
112 of residue
1/2 of residue
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PET~T~tJ~! FC1R /~®JU~J9CA~"iC3t~
Estate of Jannette A. Utech ,Deceased
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.
None
C. State why a Petition for Guardian/Trustee Ad Litem has or has not been filed for
this Audit (,ggg PA. O.C. Rule 12.4).
not applicable
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.
not appNcable
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PETI1"3C?t~l FC7R A(~JU~31C~1TIQfV
Estate of Jannette A. Utech ,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.
NlmB Md Aald~esa dEacA Cb7maM Amount d gelm A0? Be~i
None ^ Yss
^No ^ Yes
^No
Above
Attachment
Total
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? .........................................................................................
Was famity exemption allowed? .........................................................................................
Family exemption claimant's name and relationship:
Name: Relationship:
^ Yes ® No
^ Yea ® No
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~F~IT'i®N C~~ ApJI~DICATiQR~
Estate of Jannette A. Utech ,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
09/10/2009 16,000.00
OZI03/2010 1,406.41
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
decedents estate will be discharged for the decedents 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.
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RETITI®N F{~R ADJtJDICATIC3N
Estate of Jannette A. Utech ,Deceased
16. Had the decedent been adjudicated an incapacitated person? ........................................... ^ Yes ® No
If yes, attach a copy of the Order if available; othervvise state 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.
Date ~,;pyp„ MauM
None
B. Has notice of the additional receipts and disbursements been
given to the parties identified in Paragraph 9 above? ................................................... ^ Yes ® No
18. If a reserve is requested, state amount and purpose.
a~wunr: 2,500.00
p"'P°" final income tax preparation fees
If a reserve is requested for counsel fees, has notice of the
amount of fees to be paid from the reserve been given to the
parties in interest? ................................................................................................. ^ Yes ® No
If so, attach a copy of the notice.
19. Is the Court being asked to direct
the filing of a Schedule of Distribution? ................................................................................ ^ Yes ® No
As to real estate only? ......................................................................................................... ^ Yes ® No
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Estate of Jannette A. Utech ,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. lncome:
aowssd (}sfrroWee(sl Am°uM Proportion
Ethan A. Dingle 50%
Rachel Hoilenbaugh 50%
B. Principal:
Propaged OW°DUfs°/°! Am°un! Prop°r°On
Ethan A. Dingle 50°~
Rachel Hallenbaugh 50%
Submitted By:
(AI! petitioners must sign.
Add additions! lines if necessary):
of Petitioner. Rachel
of Petitioner. ~lEhan A. Dingle
Name of Petitioner.
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Estate of Jannette A. Utech ,Deceased
Verification of Petitioner
(Verification must be by at least one petitioner.}
The undersigned hereby verifies • [that ndsne is ~,,
of the above-named n~r~eor~mwar~wr
and) that the facts set
forth in the foregoing Petition for Adjudication / Statement of Proposed Distrfbution 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
unswom falsification to authorities).
..he1 e~tl ~, a
Si ature of Petitioner Rachel ollenbaugh
' nature of Petitioner Ethan A. Dingle
Signature of Petitioner
* Corporate peUtloners must complete bracketed Infomratlon.
Certification of Counsel
The undersigned counsel hereby certifies that the foregoing Petition for AdjudicatloN
Statement of Proposed Distrfbution is a true and accurate reproduction a form Petition
authorized by the Supreme Court, and that no changes to~he form h e been made beyond the
responses herein. ~~
Signat r of Counsel for Petitioner
Scott .Kelley, Esquire
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PROOF OF PUBLICATION
State of Pennsylvania, County of Cumberland
Erica Peterson, Classified Manager, of The Sentinel, of the County and State aforesaid,
being duly sworn, deposes and says that THE SENTINEL, a newspaper of general
circulation in the Borough of Carlisle, County and State aforesaid, was established
December 13,1881, since which date THE SENTINEL has been regularly issued in
said County, and that the printed notice or publication attached hereto is exactly the
same as was printed and published in the regular editions and issues of
THE SENTINEL on the following day(s):
Tiny 12, 2009, Tuly 19, 2009, and Tuly 26, 2009
COPY OF NOTICE OF PUBLICATION
Affiant further deposes that he/she is not
interested in the subject matter of the
aforesaid notice or advertisement, and that
all allegations in the foregoing statement
as to time, place and chazacter of
publ{cation are true.
Sworn to and subscribed before me this
a~~ ~~
~~~~ ~~~~
Notary Public
My commission expires:
MMONWEALTM OF PENNSY4V.
NOTARIAL SEAL
BAMBI ANN HECKENDORN-, Notary PubM~
Camp Hill Boro., Cumberland
M Commissbn Expires Jams 27, 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 law, deposes and says that the Cumberland Law
Journal, a legal periodical published in the Borough of Carlisle in the County and State aforesaid,
was established January 2, 1952, and designated by the local courts as the official legal
periodical for the publication of all legal notices, and has, since January 2, 1952, been regularly
issued weekly in the said County, and that the printed notice or publication attached hereto is
exactly the same as was printed in the regular editions and issues of the said Cumberland Law
Journal on the following dates,
viz:
July 17, July 24, and July 31, 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.
r-
Lisa Marie Coy ,Editor
SWORN TO AND SUBSCRIBED before me this
31 day of July. 2009
B'bah,.iadath A. a/h/a.lwatb
A. ~a a/h/a .Taa~atb A~i-
see >~a Utaeh, decd.
Late of Penn Township.
Personal Representatives: Rachel
Hollenbaugh, 30 Lebo Road, Car-
lisle, PA 17015 and Ethan A.
Dingle, 340 Yingling Road, Littles-
town, PA 17340.
Attorneys: Scott L. Kelley, Ea-
Quire, 9caoeaifer and 1Gelky, P.C.,
409 Broadway, Hanover, PA
17331.
Notary
NOTARIAL SEAL
DEBORAH A COLLINS
Notary Public
CARLISLE BORO, CUMBERLAND COUNTY
My Commission Expires Apr 28, 2010
STONESIFER
AND KELLEY
Scott L. Kelley A Professional Corporation
Joseph E. Erb, Jr. ATTORNEYS AT LAW
Jennifer McKenrick Stetter 209 Broadway, Hanover, Pennsylvania 17331
Telephone (717) 632-0163
Facsimile (717) 632-8893
Email: sklawyer®stonesiferandkelley.com
Website: www.stonesifetandkelleycom (Rev. 10/04)
In the Court of Common Pleas of Cumberland County, Pennsylvania
Orphans' Court Division
In re: ESTATE OF JANNETTE A. UTECH
AKA JANNETTE A. DINGLE AKA JANNETTE
ALLISON DINGLE UTECH, late of Penn Township No. 21-09-0589
Cumberland County, Pennsylvania
Notice of Filing of Account and Call for Audit
Harry C. Stonesifer
1922 - 1994
(This notice must be given to every unpaid claimant and to every other person known to have or claim an interest
in the estate as creditor, beneficiary, heir, or next of kin.J
To: Rachel Hollenbaugh
30 Lebo Road
Carlisle, Pennsylvania 17015
~~~op~~
Please take notice that the First and Final Account of Rachel Hollenbaugh and Ethan A.
Dingle, Co-Executors, will be filed with the Clerk of the Orphans' Court Division of the Court of
Common Pleas of Cumberland County, Pennsylvania, on or before October 22, 2010, and will be
scheduled to be called for audit before the Court at 9:30 A.M. on Tuesday, November 23, 2010,
in the Cumberland County Court House, 1 Courthouse Square, Carlisle, Pennsylvania 17013.
Enclosed please find copies of the First and Final Account and Petition for Adjudication as
filed with the Court.
Any person who objects to transactions shown in the account must either file written
objections with the Clerk on any date prior to the session of the Court when the account is listed
for audit or appear in person or by counsel to present objections at the audit session of the Court
or the Court may otherwise assume that no objections exist or that any objections have been
waived.
STONESIFER
AND KELLEY
ATTORNEYS AT LAW
There are no questions of interpretation or distribution that will be presented to the Court
for determination except as stated below.
None
There are no unresolved claims except as stated below.
None
Date: 10/21 /2010
=,~~Op~
Signature of Attorney for Accountant(s)
Typed Name: Scott L. Kelley, Esquire
Supreme Court I.D. No.: 29966
Office Address: 209 Broadway
Hanover, Pennsylvania 17331
717-632-0163
STONESIFER
AND KELLEY
Scott L. Kelley A Professional Corporation
Joseph E. Erb, Jr. ATTORNEYS AT LAW
Jennifer McKenrick Stetter 209 Broadway, Hanover, Pennsylvania 17331
Telephone (717) 632-0163
Facsimlle (717) 632-8893
Email: sklawyer®stonesiferandkelley.com (Rev. 10/04)
Website: www stonesiferandkelleycom
In the Court of Common Pleas of Cumberland County, Pennsylvania
Orphans' Court Division
In re: ESTATE OF JANNETTE A. UTECH
AKA JANNETTE A. DINGLE AKA JANNETTE
ALLISON DINGLE UTECH, late of Penn Township No. 21-09-0589
Cumberland County, Pennsylvania
Notice of Filing of Account and Call for Audit
Harry C. Stonesifer
1922 - 1994
(this notice must be given to every unpaid claimant and to every other person known to have or claim an interest
in the estate es creditor, beneficiary, heir, or next of kin.J
To: Ethan A. Dingle ~~`_~ ~O ~ ~"(
340 Yingling Road u
Littlestown, Pennsylvania 17340
Please take notice that the First and Final Account of Rachel Hollenbaugh and Ethan A.
Dingle, Co-Executors, will be filed with the Clerk of the Orphans' Court Division of the Court of
Common Pleas of Cumberland County, Pennsylvania, on or before October 22, 2010, and will be
scheduled to be called for audit before the Court at 9:30 A.M. on Tuesday, November 23, 2010,
in the Cumberland County Court House, 1 Courthouse Square, Carlisle, Pennsylvania 17013.
Enclosed please find copies of the First and Final Account and Petition for Adjudication as
filed with the Court.
Any person who objects to transactions shown in the account must either file written
objections with the Clerk on any date prior to the session of the Court when the account is listed
for audit or appear in person or by counsel to present objections at the audit session of the Court
or the Court may otherwise assume that no objections exist or that any objections have been
waived.
STONESIFER
AND KELLEY
ATTORNEYS AT LAW
There are no questions of interpretation or distribution that will be presented to the Court
for determination except as stated below.
None
There are no unresolved claims except as stated below.
None
Date: 10/21 /2010
s_~~~0~~
Signature of Attorney for Accountant(s)
Typed Name: Scott L. Kelley, Esquire
Supreme Court I.D. No.: 29966
Office Address: 209 Broadway
Hanover, Pennsylvania 17331
717-632-0163
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF PUBLIC WELFARE
BUREAU OF FINANCIAL OPERATIONS
DMSION OF THIRD PARTY LIABILITY
ESTATE RECOVERY PROGRAM
PO BOX 8486
HARRISBURG. PA 17105-8486
July 28, 2009
STONESIFER AND KELLEY PC
SCOTT L KELLEY ESQUIRE
209 BROADWAY
HANOVER PA 17331
Re: JANNETTE A UTECH
SSN: 181-32-4618
Dear Attorney Kelley:
Pursuant to your letter dated June 02, 2009, the Department of Public
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,
~~
Carole A. Procope
Recovery Section Manager
(717)772-6604
COMMONWEALTH OF PENNSYLVANIA
OEPl1RTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT. 280801
HARRISBURG. PA 17128-0801
RECEIVED FROM:
HOLLENBAUGH RACHEL
30 LEBO ROAD
CARLISLE, PA 17015
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
REV-1162 EX~11-96)
N0. CD 011725
ACN
ASSESSMENT AMOUNT
CONTROL
NUMBER
ESTATE INFORMATION: ssN: ~a~-32-as~a
FILE NUMBER: 2109-0589
DECEDENT NAME: UTECH JANNETTE A
DATE OF PAYMENT: 09/10/2009
POSTMARK DATE: 09/10/2009
COUNTY: CUMBERLAND
DATE OF DEATH: 06/ 1 5/2009
REMARKS:
CHECK#123
SEAL
101 ~ S 16, 000.00
TOTAL AMOUNT PAID:
INITIALS: DM
RECEIVED BY:
S 16,000.00
GLENDA EARNER STRASBAUGH
REGISTER OF WILLS
TAXPAYER
COMMONWEALTH OF PENNSYLVANIA REV-7 762 EXIT t-961
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT. 2BO60t
HARRISBURG, PA 7 71 2 6-060 7
PENNSYLVANIA
RECEIVED FROM: INHERITANCE AND ESTATE TAX
HOLLENBAUGH RACHEL
30 LEBO ROAD
CARLISLE, PA 17015
OFFICIAL RECEIPT
N0. CD 012327
ACN
ASSESSMENT AMOUNT
CONTROL
NUMBER
-------- lold
ESTATE INFORMATION: SSN: t8t-32-4618
FILE NUMBER: 2109-0589
DECEDENT NAME: UTECH JANNETTE A
DATE OF PAYMENT: 02/04/2010
POSTMARK DATE: 02/03/2010
CouNTY: CUMBERLAND
DATE OF DEATH: 06/15/2009
REMARKS:
SEAL
CHECK#146
101 ~ 51,406.41
TOTAL AMOUNT PAID:
INITIALS: DM
RECEIVED BY:
51,406.41
GLENDA EARNER STRASBAUGH
REGISTER OF WILLS
TAXPAYER
NOTICE OF INHERITANCE TAX pennsylvania~
BUREAU OF INDIVIDUAL TAXES APPRAISEMENT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION OF DEDUCTIONS AND ASSESSMENT OF TAX REV-1547 EX AFP clz-B9)
PO BOX 280601
HARRISBURG PA 17128-0601
SCOTT L KELLEY ESQ
209 BROADWAY
HANOVER PA 17331
DATE 05-31-2010
ESTATE OF UTECH JANNETTE A
DATE OF DEATH 06-15-2009
FILE NUMBER 21 D9-0589
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 07-30-2010
(See reverse side under Objections )
Awount Re~ittad
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR
--------------------- YOUR
----- RECORDS F`
---------------
-----------------
------------------------------
REV-1547 EX AFP C12-09~ NOTICE OF INHERITANCE TAX APPR AISEM ENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSES SMENT OF TAX
ESTATE OF: UTECH JANNETTE AFILE N0.:21 09-0589 ACM: 101 DATE: 05-31-2010
TAX RETURN WAS: CX) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) 165,000.00 NOTE: To ensure proper
2 Stocks and Bonds CSchedul• B) (2) 60.00 credit to your account,
. 00 submit the upper portion
3. Closely Held Stock/Partnership Interest CSchedul• C) (3] . of this form with your
4. Mortgages/Notes Receivable (Schedule D) C4) •00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) C5) 289,751.13
6. Jointly Owned Property (Schedule F) (6) 17,985.68
7. Transfers (Schedule G) (7) 7,279.56
8 Total Assets (8) 480.076.37
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adw. Costs/Misc. Expenses (Schedule H) (g) 25.130.33
lo. Debts/MOrtgag• Liabilities/Liens (schedule I) (10) 49.423.47
11.
12. Total Deductions
Nat Value of Tax Return (11)
(12) 74,553.80
405,522.57
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13> .OD
14. Nat Value of Estate Subiect to Taz C14) 405,522.57
NOTE: If an assess ant was issued previously, linos 14. 15 and/or 16, 17. 18 and 19 will
reflect figures that include the total of ALL returns assessed to date.
ASSESSMENT DF TAX:
15. Amount of Line 14 at Spousal rate (15) .00 X 00 .00
16. Awount of Lin• 14 taxable at Lineal/Class A rata C16) 4n~.G99.~+7 X 045 18,248.52
17. Awount of Lina 14 at Sibling rate (17) .OD X 12 = .00
18. Awount of Lina 14 taxable at Collateral/Class B rate (18) .DO 7( 15 .00
19. Principal Tax Due (19)= 18,248.52
TAY CQFnIi TS e
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID C-) AMOUNT PAID
09-10-2009 (0011725 842.11 16,000.00
02-03-2010 (0012327 .00 1,406.41
TOTAL TAX PAYMENT 18,248.52
BALANCE OF TAX DUE ,pD
INTEREST AND PEN. .DO
TOTAL DUE .00
^ IF PAID AFTER DATE INDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE DUE
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.
RECEIPT FOR PAYMENT
-------------------
-------------------
GLENDA FARNER STRASBAUGH
Cumberland County - Register Of Wills
One Courthouse Scq(uare
Carlisle, PA 17Q13
-~_~,
UTECH JANNETTE A
Estate File No.: 2009-00589
Paid By Remarks: RACHEL HOLLENBAUGH
DM
------------------------
Fee Tax Description
NVENTORY
INH TAX RETU
Check# 147
Cash
Total Received.........
__~1
Receipt Date: 2/04/2010
Receipt Time: 12:58:31
Receipt No.: 1059916
Receipt Distribution ------------------------
Payment Amount Payee Name
15.00 CUMBERLAND COUNTY GENERAL FUN
15.00 CUMBERLAND COUNTY GENERAL FUN
----------------
15.00
15.00
30.00
INVENTORY
REGISTER OF WILLS OF
CUMBERLAND COUNTY, PENNSYLVANIA
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF Cumberland } SS File Number 21-09-0589
Rachel Hollenbaugh and Ethan A. Dingle
Personal Representative(s) of the Estate of Jannette A. Utech
deceased, depose(s) and say(s) that the items appearing In the following inventory inGude all of the personal assets wherever
skuate and all of the real estate in the Commonweakh of Pennsylvania of saW Decedent, that the valuation placed opposite each
item of said inventory represents ks fair value as of the date of the decedent's death, and that Decedent owned no real estate
outside of the Commornnfeakh of Pennsylvania except that which appears in a memorandum at the end of this inventory.
I verify that the statements made in this Inven-
toryare true and correct. I understand that false state- - - - ---- - - ---- - - -- - ----- -- - -
-----
ments herein are made subject to the penakies of ~ Rachel Hollenbaugh f`/~-
18 Pa.C.S. § 4904 relating to unswom falsification to _ _ __ __--____-___-_1-~ ~.!_~____ __
authorities. than A. Dingle
a/~f(ao~d
Attorney - (Name) Scott L. Kelley, Esquire (Supreme Court LD. No.) 29966
(Finn) Stonesifer and Kelley, P.C.
_ __
...-.. _ .......... .. . .
__ __
_ _ __
ress) 209 Broadway, Hanover, PA 17331
(Tefephonel 717-632-0163 _-_ --- - -_
DATE OF DEATH LAST RESIDENCE 1650 Pine Road DECEDENTS SOC. SEC. NO.
06115/2009 Carlisle, PA 17015 181-32-4618
FIGURES MUST BE TOTALED
Personal Prooertv
Cash ...............................................................................................
Personal Property .........................................................................
Stocks/Listed .................................................................................
Stocks/Closely Held ......................................................................
Bonds .............................................................................................
Partnerships and Sole Proprietorships .....................................
Mortgages and Notes Receivable ...............................................
All Other Property .........................................................................
Total Personal Property.
Total Real Property
Total Personal and Real Property ..............
223,578.13
86,173.00
80.00
289,811.13
165,000.00
454,811.13
NOTE: The Memorandum Of real estate outside the Commonwealth of Pennsylvania may, at the election of the personal representative lndude the value of each
Item, but such figures should not De extended into tits total of the Inventory. (See 20 Pa. C.S. § 3301(b))
Fam RW-09 Rsv. ta-rb2006
INVENTORY
REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYLVANIA
COMMONWEALTH OF PENNSYLVANIA
couNTY OF Cumberland } SS File Numt~er 21-09-0589
DATE OF DEATH U15T RESIDENCE 1650 Pine Road DECEDENTS SOC. SEC. NO.
06115/2009 Carlisle, PA 17015 181-32-4618
Cash
Cash -found at time of death 252.25
M 8 T Bank -interest bearing checking account -account no. 409812. 41,999.10
Principal balance as of date of death of 541,997.28 plus 51.82 accrued Interest
M & T Bank -Certificate of Deposit -account no. 31003916443995. Principal 2.147.91
balance as of date of death of 52,100.29 plus 547.62 accrued interest
Morgan Stanley Smith Barney -Investment Account -Account No. 54J-04318.
Consisting of money market account, stock and mutual funds. Principal
balance as of date of death
Pennsylvania State Employees Federal Credit Union -Account No.
01813224618 consisting of money market funds/shares
Real Estate -real estate tax proration at settlement
Total Cash
Personal Property
Motor Vehicle - 2000 Chrysler Sedan - as sold
Motor Vehicle - 2001 Ford Truck- as sold
Personal Property items -sold at public auction on 10/9/2009
Personal Property items -two paintings/prints sold 11/2/2009 -net amount
Personal Property items -sold at public auction on 10/22/2009
140,666.98
37,785.28
726.60
223.578.13
2.560.00
4.000.00
4.961.50
5.320.00
37.773.50
(Attach additional sheets ff necessary) Total Personal Property and Real Estate 454.811.13
' INVENTORY
REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYLVANIA
COMMONWEALTH OF PENNSYLVANIA } SS
couNTYOF Cumberland File Number 21-09-0589
DATE OF DEATH UST RESIDENCE 1650 Pine Road DECEDENTS SOC. SEC. N0.
06/15/2008 Carlisle, PA 17015 181-32~i618
Personal Property items -sold at public auction on 10131/2009 9.177.00
Personal Property Items -sold at public auction on 12/3/2009 2.381.00
Total Personal Property 66,173.00
Stock /Listed
6.0000 shares Cumberland Valley Cooperative Association -preferred stock - 6 shares
~ 510.00 per share
Total Stock /Listed
Real Estate
Real Estate -situate, lying and being in Penn Township, Cumberland County,
Pennsylvania, having an address of 1650 Pine Road, Carlisle, Pennsylvania.
UPI#31-32-2313-014. As sold on 1115!2010
Total Real Estate
60.00
60.00
165.000.00
165,000.00
-2-
~,
In the Court of Common Pleas of Cumberland County, Pennsylvania
Orphans' Court Division
File No. 21-09-0589
Estate of Jannette A. Utech, Deceased *
Late of Township of Penn
*aka Jannette A. Dingle aka Jannette Allison Dingle Utech
First and Final Account
Rachel Hollenbaugh and Ethan A. Dingle, Co-Executors
Date of Death: 06115/2009
Date of Incapacity, if any: None
Date of Co-Executors' Appointment: 06/2412009
Date of First Complete Advertisement: 07/12/2009
Accounting for the period: 06/1512009 to 10/1212010
Purpose of Account: Rachel Hollenbaugh and Ethan A. Dingle, Co-Executors, offer this Account to
acquaint interested parties with the transactions that have occun~ed during the Administration.
It is important that the Account be carefully examined. Requests for additional information or questions
or objections can be discussed with:
Scott L. Kelley, Esquire
Stonesifer and Kelley, P.C.
209 Broadway
Hanover, PA 17331
717-632-0163
Supreme Court I.D. No. 29966 o
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SUMMARY OF ACCOUNT
Estate of Jannette A. Utech, Deceased
t e nsriod of hone 1ST?009 through O -ter 12- 2010
Proposed Distributions
to Beneficiaries 22
PRINCIPAL
Receipts: This Account 3 - 4
Net Gain (or Loss) on Sales 5 - 6
or Other Dispositions
Less Disbursements:
Debts of Decedent 7 -11
Funeral Expenses 11
Administration Expenses 12
Federal, State & Local Taxes 12 -13
Commissions 13
Fees 13
Family Exemption
Balance Before Distributions
Transfer to (from) Principal
Distributions to Beneficiaries 14
Principal Balance on Hand 15
For Information:
Investments Made
Changes in Holdings
Id~QmE 16
Receipts This Account 17 -18
Net Gain (or Loss) on Sales
or Other Dispositions
Less Disbursements
Balance Before Distributions
Transfer to (from) Income
Distributions to Beneficiaries 19
Income Balance on Hand 20
For Information:
Investments Made
Changes in Holdings
COMBINED BALANCE ON HAND 21
Signature 23
Verification 24
Fiduciary
Current Acquisition
Value Value
2,319.72
455,141.13
49,730.25
6,467.36
1,290.29
17,406.41
0.00
17,528.61
0.00
14,580.30
469,721.43
92,422.92
377,296.51
0.00
375,184.11
2,114.40
4,205.33
0.00
4,205.33
0.00
4,205.33
0.00
4,000.00
205.33
2,319.73
SCHEDULE A
RECEIPTS OF PRINCIPAL
Assets Listed in Inventory
(Valued as of Date of Death)
sa81]
Cash -found at time of death 252.25
M 8 T Bank -Interest bearing checking account - 41,999.10
account no. 409812. Principal balance as of date of
death of 541,997.28 plus 61.82 accrued interest
M 8 T Bank -Certificate of Deposit -account no. 2,147.91
31003916443995. Principal balance as of date of
death of 52,100.29 plus 547.62 accrued interest
Morgan Stanley Smith Barney -Investment Account - 140,666.88
Account No. 54.1-04318. Consisting of money market
account, stock and mutual funds. Principal balance
as of date of death
Pennsylvanls State Employees Federal Credit Union - 37,765.29
Account No. 01813224618 consisting of money
market funds/shares
Real Estate -real estate tax proration at settlement 726.60
Total Cash
Personal Proms r~tv
Books - as sold
200.00
Motor Vehicle - 2000 Chrysler Sedan - as sold 2,500.00
Motor Vehicle - 2001 Ford Truck- as sold 4,000.00
Personal Property items -two paintings/prints sold 5,320.00
11/2/2009 -net amount
Personal Property items -sold at public auction on 4,961.50
10/9/2009
Personal Property items -sold at public auction on 37,773.50
10/22/2009
Pereonal Property items -sold at public auction on 9,177.00
10/31/2009
Personal Property items -sold at public auction on 2,381.00
12/3/2009
Posters - as sold 190.00
Total Personal Property
S+oGkc /Listed
6.0000 shares Cumberland Valley Cooperative Association - 60.00
preferred stock - 6 shares ~ 510.00 per share
Total Stocks /Listed
Fiduciary
Acquisition
Value
223,578.13
66,503.00
60.00
-3-
SCHEDULE A
RECEIPTS OF PRINCIPAL
Continued
Fiduciary
Acquisition
Value
Real F~tate -situate, lying and being in Penn 165,000.00
Township, Cumberland County, Pennsylvania,
having an address of 1650 Pine Road, Carlisle,
Pennsylvania. UPI#31-32-2313-014. As sold on
1/15/2010
Total Real Estate
155,000.00
Total Receipts of PMncipal 455,141.13
-4-
SCHEDULE B
GAINS AND LOSSES ON SALES OR OTHER DISPOSITIONS -PRINCIPAL
Salu L~
07/01/2009 M 8 T Bank -interest bearing checking account -
account no. 409812. Principal balance as of date of
death of;41,997.28 plus;1.82 accrued interest
Net Proceeds 41,837.49
Fiduciary Acquisition Value aN,999.10
08/21/2009 M & T Bank -Certificate of i>eposit -account no.
31003916443995. Principal balance as of date of
death of 52,100.29 plus ;47.62 accrued interest
Net Proceeds 2,157.98
Fiduciary Acquisition Value -2,147.91
01/15/2010 Real Estate -situate, lying and being in Penn
Township, Cumberland County, Pennsylvania,
having an address of 1650 Pine Rosd, Carlisle,
Pennsylvania. UPI#31-32-2313-014. AS sold on
1/15/2010
Gross Proceeds 165.000.00
Fiduciary Acquisition Value -185,000.00
02/05/2010 Morgan Stanley Smith Barney -Investment Account -
Account No. 54J-04318. Consisting of money market
account, stock and mutual funds. Principal balance
as of date of death
Net Proceeds 155,208.70
Fiduciary Acquisition Value -140.666.98
02/09/2010 Pennsylvania State Employees Federal Credit Union -
Account No. 01813224618 consisting of money
market funds/shares
Net Proceeds 37,975.41
Fiduciary Acquisition Value -37,785.29
TOTAL GAINS AND LOSSES/PRINCIPAL
LESS LOSS
NET GAIN OR LOSS
-161.61
10.07
0.00
14,541.72
190.12
14,741.91
-161.61
14.580.30
-5-
SCHEDULE C
DISBURSEMENTS OF PRINCIPAL
Alarm Service and Maintenance Go.
07/15/2009 electronic security alarm system
2,995.00
2,995.00
Chris Alleman
06/22/2009
lawn mowing
40.00
06/28/2009 lawn mowing 40.00
07/13/2009 lawn mowing 40.00
07/22/2009 trimmed hedge 60.00
08/03/2009 lawn mowing 40.00
08/10/2008 lawn mowing 40.00
08/21/2009 lawn mowing and spraying 60.00
08/31/2009 lawn mowing 40.00
09/11/2009 lawn mowing 40.00
09/22/2009 lawn mowing and hedge trimming 80.00
10/07/2009 lawn mowing 40.00
10/19/2009 lawn mowing 40.00
10/2812009 lawn mowing 80.00
640.00
wide Insura
Countr nce Comnanv
y
10/28/2009 increase liability 24.00
24.00
Gt!mberland Countv Recorder of Deeds
04/16/2010 record deed for land 63.00
63.00
QE2
01/04/2010
Sewage repair permit
105.00
-7-
SCHEDULE C
DISBURSEMENTS OF PRINCIPAL
Continued
105.00
Ebv Granite Works
08/03/2009
grave marker
828.00
828.00
1C1~8[~
06H0/2009
final telephone bill
15.96
15.96
Hoovers Plumbing a
10/06/2009 nd Heating
repair faucets and Isaks at home property
249.23
249.23
Jan Custer, Pastor
07/29/2008
graveside services
100.00
100.00
Jeffrey Cohick
04/08/2010
2009 income tax preparation fee
239.00
239.00
~~
07/07/2009
water softener salt
22.25
22.25
Kouah's Oil Comoa
11/07/2009 nv
heating oil
105.75
105.75
Kouyh's OII Service
07/13/2009
heating oil
126.60
-8-
SCHEDULE C
DISBURSEMENTS OF PRINCIPAL
Continued
126.60
Mabla G Sitt Tax Collector
07M312008 2009 school taxes on both properties 1,608.75
1,809.75
^•-"hew S Hurlgy A
10/09/2009 ction Go. Inc.
fee for sale of personalty items on 10/9/2009
1,240.38
10/22/2008 fee for sale of personalty items on 10/22/2009 13,809.82
10/31/2009 fee for sale of personalty items on 10131/2008 3,754.80
12/03/2009 fee for sale of personalty items on 1213/2009 885.25
18,480.05
Mike Swartz
11/02/2009
landfill
50.00
50.00
nAlnree Santis Saw
12/12/2008 er 8 Portable Toilets
clean septic tank
289.00
12/16/2008 dig open drain line with excavator 418.00
12/31/2009 snake drain lines and pump lines, clean tank and 1,036.00
replace line
1,723.00
P.P. & L
07/07/2009
electric bill
40.30
07/31/2008 electric bill 31.88
08/31/2008 electric bill 9.31
09/29/2009 electric bill 9.31
10/30/2009 electric bill 9.31
11/30/2009 electric bill 8.31
01/04/2010 electric bill 8.31
118.73
-9-
SCHEDULE C
DISBURSEMENTS OF PRINCIPAL
Continued
P.P. 8~ L.
04/20/2010
Pastor Jan Custer
06115/2009
final electric bill
funeral service
a.7s
150.00
4.78
150.00
Penn Township Fire Comnanv
11/01/2009 fire police
Penn Township Fire Company Auxiliary
07/73/2009 funeral luncheon
10/31/2009 estate expense
150.00
150.00
81.75
150.00
231.75
Rachel Hollenbauah
10H 8/2009
Real Estate
01115/2010
01/15!2010
01/75/2070
01/15/2010
reimbursements for u-haul to move items to auction
and classified ad to sell truck
realtor commissions paid at settlement
closing costs paid for Buyer at settlement as seller
assistance
realty transfer tax paid at settlement
county/townshlp taxes paid at settlement from 1/1/10
to 1115110
182.99
9,900.00
6,000.00
1,650.00
11.26
182.99
17,561.26
Reservation
07/06/2010
for final income tax preparation fees
-10-
2,500.00
SCHEDULE C
DISBURSEMENTS OF PRINCIPAL
Continued
2,500.00
Roygre Flowers
07/0712009 flowers for funeral
Stste Emolovees Retirement System
07N6/2009 overpayment reimbursement
Total Debts of Decedent
Evergreen Cemetery
07!2912009 burial expenses
Pwina Brothers Funeral Home
07N3/2009 funeral expenses
~g~ng Hill Cemetery
07128/2009 burls/ expenses
Total Funeral Exoenses
157.11
157.11
287.04
287.04
49.730.25
550.00
550.00
5.667.36
5.667.36
250.00
250.00
6.467.36
-71-
SCHEDULE C
DISBURSEMENTS OF PRINCIPAL
Continued
Clerk of Orphans' Court
07/06/2010 filing fee for accounting 400.00
400.00
Register of Wilis Office
01/25/2010
filing fee for inheritance tax return and inventory
30.00
02/23/2010 additional probate fees 50.00
80.00
3tonesifer and Kellev. P
07/13/2009 .C.
costs advanced for probate fees, one advertising,
410.00
certified mail, and short certificates
02/03/2010 costs advanced 95.93
505.83
The Sentinel
08/05/2008
estate advertising notice
304.36
304.36
Total Miscellaneous Administrative Expenses 1,290.29
R~yistar of Wflls. Anent
09/10/2009 Federal. State. and Local Taxes
payment on account of inheritance tax
16.000.00
02/03/2010 inheritance tax 1,406.41
17,406.41
Total Taxes 17.406.41
-12-
,
SCHEDULE C
DISBURSEMENTS OF PRINCIPAL
Continued
Ethan A. Dlnale
01125/2010
Co-Executor -fee waived (58,764.31)
0.00
Rachel Hollenbauah
01/25/2010
Co-Executrix -fee waived (58,764.31)
Total Commissions
Fees
0.00
0.00
0.00
0.00
Qtonesifer and Kelley. P.C.
01/25/2010 attorney fees 17,528.81
Total Fees
TOTAL DISBURSEMENTS OF PRINCIPAL
17,528.81
17,528.61
92,422.82
-13-
SCHEDULE D
DISTRIBUTIONS OF PRINCIPAL
Ethan A. Dlnale
02/03/2010
Ethan A. Dingle -partial distribution
85,000.00
03/12/2010 Ethan A. Dingle -partial distribution 96,592.05
08/17/2010 Ethan A. Dingle -partial distribution 6,000.00
187,592.05
Rachel Hollenbaugh
02!03/2010
Rachel Hollenbaugh -partial distribution
85,000.00
03/12/2010 Rachel Hollenbaugh -partial distribution 96,592.06
08/17/2010 Rachel Hollenbaugh -partial distribution 6,000.00
187,592.05
TOTAL DISTRIBUTIONS TO BENEFICIARIES 375,184.11
-14-
PRINCIPAL BALANCE ON HAND
# Units Description
Cash
ACNB Estate checking account
Total Cash
Current Value Fiduciary
10/1212010 Acqulsltlon
or as Noted Value
2,114.40 2,114.40
2,114.40 2,114.40
2,114.40__ 2,114.40
-15-
SCHEDULE G
RECEIPTS OF INCOME
~ountrvwav Insuran
04/06/2010 ce
premium refund
04/08/2010 premium refund
DentaWision
07/07/2009
refund
Erie Insurance Grou o
08/15/2009 premium insurance reduction
Federal Income Tax
05/23/2010
refund for 2009
Medication
07/24/2009
rebate
~!i
08/15/2009
08/07/2009
State Income Tax
05/03/2010
refund for 2009
96.00
462.00
558.00
792.86
792.86
97.00
97.00
1,376.00
1,376.00
20.00
20.00
150.00
95.47
245.47
508.00
508.00
-16-
SCHEDULE G
RECEIPTS OF INCOME
Continued
09/23!2009
10/05/2009
refund (Van)
refund
21s.oo
392.00
608.00
TOTAL RECEIPTS OF INCOME
4,205.33
4.205.33
-17-
INCOME BALANCE ON HAND
Current Value Fiduciary
10I12I2010 Acquisition
# Units Description or as Noted Value
Cash
ACNE Estate checking account 4,205.33 4,205.33
Total Cash 4,205.33 4,205.33
4,205.33 4,205.33
-18-
SCHEDULE J
DISTRIBUTIONS -INCOME
Fthsn _ Dinale
08/17/2010 Ethan A. Dingle -partial distribution 2.000.00
08/17/2010 Rachel Hollenbaugh -partial distribution
2,000.00
2.000.00
2,000.00
TOTAL DISTRIBUTIONS TO BENEFICIARIES 4,000.00
-19-
INCOME BALANCE ON HAND
# Units Description
lras6
ACNE Estate checking account
Total Cash
Current Value Fiduciary
10/1212010 Acquisition
or as Noted Value
205.33 205.33
205.33 205.33
205.33 205.33
-20-
COMBINED BALANCE ON HAND
# Units Description
l~as6
ACNB Estate checking account
Current Value
10/12/2010
or as Noted
2,319.73
Fiduciary
Acquisition
Value
2.319.73
Total Cash 2.319.73 2.319.73
2.319.73 2,319.73
-21 -
PROPOSED DISTRIBUTIONS TO BENEFICIARIES
Current Value Fiduciary
10/1212010 Acquisition
or as noted Value
TO: Ethan A. Dingle
Ethan A. Dingle -final distribution
1,139.86
TO: Rachel Hollenbauah
Rachel Hollenbaugh -final distribution
1,139.86
Total 2,318.72
-22-
AFFIDAVIT
I, Scott L. Kelley, Esquire, .attorney for the ESTATE OF Jannette A.
Utech, aka Jannette A. Dingle aka Jannette Allison Dingle Utech, late of Penn
Township, Cumberland County, Pennsylvania, have notified all interested parties
by First Class Mail that the First and Final Account of Rachel Hollenbaugh and
Ethan A. Dingle, Co-Executors was filed in the Cumberland County Court House
on or before the 22nd day of October, 2010. The adjudication hearing is
scheduled for November 23,.20.10. The legatees are as follows:
1. Rachel Hollenbaugh
30 Lebo Road
Carlisle, Pennsylvania 17015
2. Ethan A. Dingle
340 Yingling Road
Littlestown, Pennsylvania 17340
Swom and Subscribed
to before me this
day of (.~~ -
2010.
,~
Notary Public `-
Attorney~f~r the Estate of
Jannett A. Utech, aka Jannette A.
Dingle, aka Jannette Allison Dingle Utech
~.F... _......_. ;......
p,!~;r,RIkL SEAL
S1ACiE A COPPERSMITH
Notsry Public
I Nara^VER BOROUGH, YORK COUNTY
~ ^.Av Commission Expires Oct 10, 2012
STONESIFER
AND KELLEY
A Rnfeuiana! Carparuion
ATTORNEYS AT LAW
209 Broadway
Hanovcr. Pennsylvania 17331
717-G32-OlG3
In the Court of Common Pleas of Cumberland County, Pennsylvania
Orphans' Court Division
File No. 21-09-0589
Estate of Jannette A. Utech, Deceased
Signatures
R chel Hollenbaugh, Co-Ex for
AND
Et an A. Dingle, Co-Ex utor
-23-
In the Court of Common Pleas of Cumberland County, Pennsylvania
Orphans' Court Division
File No. 21-09-0589
Estate of Jannette A. Utech, Deceased
Verification
Rachel Hollenbaugh and Ethan A. Dingle, Co-Executors under the Last Will and Testament of
Jannette A. Utech, Deceased, hereby declare under oath that they have fulty and faithfully
discharged the duties of their 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; and
that the grant of Letters Testamentary and the first complete advertisement thereof occurred more
than four months before the foregoing Account.
This statement is made subject to penalties of 18 Pa. C.S.A. Section 4904 relating to unswom
faisiflcation to authorities.
Dated: 10 ~ 1 ~ ` ~ 0
-24-
~kj,
Scott L. Kelley
Joseph E. Erb, Jr.
Jennifer McKenrick Stetter
STONESIFER
.AND KELLEY
A Professional Corporation
ATTORNEYS AT LAW
209 Broadway, Hanover, Pennsylvania 17331
Telephone (717) 632-0163
Facsimile (717) 632-8893
Email: sklawyer®stonesiferandkelley.com
Website: wwwstonesiferandlcelley.com
October 18, 2010
Register of Wills and Clerk of Orphans' Court
Cumberland County Court House
1 Courthouse Square
Carlisle, Pennsylvania 17013-3387
Harry C. Stonesifer
1922 - 1994
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Re: Estate of Jannette A. Utech aka Jannette A. Dingle aka Jannette Allison
Dingle Utech
No. 21-09-0589
Dear Sir or Madam:
Enclosed please find an original and two copies of the First and Final Account and Petition
for Adjudication to be filed in the above estate. Please file the same before Friday, October 22,
for the November 23`~ hearing date. Enclosed is a check in the amount of $330.00 to cover the
filing and advertising fees for the same.
The gross assets of the estate are:
Principal Assets $ 455,141.13
Net Gain 14,580.30
Income Received 4,205.33
$ 473,926.76
Distribution made to date: 379,184.11
Balance to be distributed: 2,319.73
Please return one time-stamped copy of the Account and Petition to our office in the
envelope provided. If you have any questions, please call our office before returning the
documents to us. Your cooperation will be appreciated.
Very truly yours,
STONESIFER AND KELLEY, P.C.
SLK/sc
Enclosures
Scott L. Kelley, Esquire