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HomeMy WebLinkAbout01-12-11 DECEDENT'S ESTATE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA ORPHANS' COURT DIVISION ESTATE OF Mary Eileen Jones ,DECEASED No. 21-10-0523 PETITION FOR ADJUDICATION / STATEMENT OF PROPOSED DISTRIBUTION PURSUANT TO Pa. O.C. Rule 6.9 C•-~ 3 <:~ ~ ~ ~~ ~~ h? C7 ~ -~ cn This form. may be used in all cases involving the'Audit of'the Account of a Deceden~t'~ Estate. If space is insu,~cient, riders may be attached.. Attach the spouse's election, if anJ~'; !, the papers required under items 8-19 inclusive; and.any instrumentpertinent.to. the.adjudicatiolna INCLUDE ATTACHMENTS AT THE BACg OF THIS FORM. Name of Counsel:_ Ronald E. Johnson, Esquire Supreme Court LD. No.: 16453 Name of Law Firm: Andrews & Johnson Address: 78 West Pomfret Street Telephone: 717-243-0123 Fax: 717-243-0061 Form OC-01 rev. 10.13.06 Page 1 of 10 -„ n ~ C'7 C;1 C'? r ~ ~`~ ~ z c.7 - t_} cn -:, Estate of Mary Eileen Jones ,Deceased 1. Name(s) and address(es) of Petitioner(s): Name: Albert J. Connelly Renee Connelly dddccu: 673 Norton Street Longboat Key, FL 34228 673 Norton Street Longboat Key; FL 34228 Identify any executors or administrators who have not joined in the Petition fdr Adjudication and Statement of Proposed Distribution and state reason: none Is this the first accounting by this fiduciary? ..................... ©',Y~es ^ No If not, identify prior accountings, the accounting periods covered, and the date of adjudication, of the prior accounting. 2. Decedent died on May. ,3;.20,1Q:: ^ Letters Testamentary or ^ Letters of Administration were granted to Petitioner(s) on Mav 18.2010 Date of Will (if applicable): May 19, 2009 i, Date(s) of Codicil(s) (if applicable): n/a 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? ......... ~ ~'es ^ No Dates of advertising.of.the.grantofLetters:.The•Senttnel~615; 6/12; and 6~1~~f241~0;~w Cumberland Law Journal 6/4; 6/11 and 6/18/2010 Fom oc-o~ rte. ~o.rs.o6 ~ Page 2 of 10 PROOF OF PUBLICATION OF NOTICE IN CUMBERLAND LAW JOURNAL ('E3nder Acet No. 587, approved May 16, 1929), P. L.1784 COMMONWEALTH OF PENNSYLVANIA COUNTY OF CUMBERL` AND ss. Lisa Marie Coyne, Esquire, Editor of the Cumberland Law Journal, of ~~ County and State aforesaid, being duly sworn, according to law, deposes and says that the Cmberland Law Journal, a legal periodical published in the Borough of Carlisle in the County an~ 'tate aforesaid, was established January. 2, 1952, and designated by the local courts as the offici~l ~egal periodical for the publication of all legal notices, and has, since January 2, 1952,',bleen regularly issued weekly in the said County, and that the printed notice or publication attac~~d hereto is exactly the same as was printed in the regular editions and issues of the said Curzitexland Law Journal on the following dates, viz: __ June 4, June 11, and June 18, 2010 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 fn the subject matter of the aforesaid notice or advertisement, and that all allegations in the for$g~oing statements as to time, place and character of publication are true. --~ \` ~~~ L' a Marie Coyne, E for ', SWORN TO AND SUBSCRIBED ~~fore me this 18 day of June, 2010 Jones, Mary EYleea a/, a,H.eF.ileea. , I~TOtary"'' Joass a/k/a File a M. Jones ~ ` a/k/a Mary E. Jones, deed. Late of North Middleton Town- ship. Co-Executors: Albert J. Connelly and Renee Connelly, 673 Norton street, Long Boat Key, FL 34228. NOTARIAL SEA! Attorney: Ronald E. ,Johnson, DEBORAH A COLLIMS ', Esquire, 78 west Pomfret street, NMary Publlc Carlisle, PA 17013. CARLISLE BOROUGH, CEDER D OUNTY Hipp. Elc~s llpr 2 . 044 I PROOF OF PUBLICATION State of Pennsylvania, County of Cumberland lames Kleinklaus, Director of Sales and Mazketing of The Sentinel, of the Cc-u~ty and State aforesaid, being duly sworn, deposes and says that THE SENTINEL, a bn~wspaper of general circulation in the Borough of Carlisle, County and State aforesaid ~,ras established December 13,1881, since which date THE SENTINEL has been r~gulazly issued in said County, and that the printed notice or publication attached he~~to is exactly the same as was printed and published in the regulaz editions and issues of THE SENTINEL on the following day(s): Tune 5, Tune 12 and Tune 19, 2010 COPY OF NOTICE OF PUBLICATION . ESTATE TI Letters of Testamentary for the Estate of MARY. EILEEN JONES a!k!a M. Etl.EEN JONES, M. JONES, MARY E.JONES, deceased,.of North.. Middleton Township, Cumberland County, Pennsylvania, have beep granted to the undersigned. A,U.p~eceonsindebted.to~tl~aBate.arsrequested to meNeimmediatepayment, and those having claims againstfhe.Esiateare requested to present them . for settbment without delay to: . Albert J. Connell or Renee Connelly, Co-Executors 673 Norton Street Long Boat Key,.FL.34228_ Counsel: Ronald E: Johnsoh, Esquire 78 West Pomfret Street Carlisle,'PA 17013 Affiant further deposes that he/slhe is not interested in the subject matter of Ithe aforesaid notice or. advertisemerltt~ and that all' allegations in the foregoing s~a~Eemenf as to time, place and character ~€-puublication aze true. My commission expires: ~..~.~,a..e NOt11RW. SEAL BAMBI AN1r HECKENDORN Koury Public CARlISlE BDROUtiH, CUMBERLAND CNN My Commission Expires Jan 27, 201 Sworn to and subscribed before zne this Estate of Mary Eileen Jones _, Deceased 3. Was decedent survived by a spouse? ............................. [Yes Q No If yes, name of the surviving spouse: 4. Has the surviving spouse filed to take an elective shaze? ............. [Yes ©No (See Section 2201 et rte. 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 child#e1n or surviving issue of deceased children (if none, so state): • 6. Did decedent marry after execution of Will or Codicil(s)? ........... [~ des ^ No Were any children borate decedent~afterexecutioa•of , . Will or Codicil(s)? ........................................... [~~'es m No If yes, give names and dates of birth: Name: ~ Date of Birth: '' i, a 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 Welfaze? .............................. LJ]~es ^ No Foy oc-o~ .~. lo.i3.o6 '', 'Page 3 of 10 IN RE: IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA ESTATE OF MARY EILEEN JONES ORPHANS' COURT DIVISION DECEASED NO. 21-10-0523 NOTICE OF FILING ACCOUNT AND SCHEDULE OF PROPOSED DISTRIBUTION NOTICE IS HEREBY GIVEN that Albert J. Connelly and Renee Connelly, Execu~tdrs of the Last Will and Testament of Mary-yEileen ~3ones,Deceased, has this date filed the First and Fin~l'~ Account and Schedule of Proposed Distribution in the above-captioned Estate in the Office of the Regi~t~er of Wills in and for Cumberland County, Pennsylvania, where the same are filed as public records' and may be inspected. Enclosed herewith is a copy of the Schedule of Proposed Distribution as filed. '~ YOU ARE FURTHER NOTIFIED that any exceptions or objections to said Acco~r~t or Schedule must be filed in writing at the Office of the Register of Wills aforesaid prior to the confitnnaton of said Account, scheduled as set forth below. UNLESS written exeeptionsor-objections are filed prior thereto, said Account and Sc~edule will be presented to the above-captioned Court in Courtroom No. 1 of the Cumberland Coun~ Courthouse, Carlisle, Pennsylvania, at 9:30 o'clock A.M. prevailing time, on Tuesday, March 1, 2010, at 1v~ich time said Account will be confirmed and distribution ordered in accordance with the Schedule i of Proposed Distribution. ANDREWS & JOHNSON Date of Notice: TO: Mark L. Jones 278 W North Street Carlisle, PA 17013 Albert J. Connelly 673 Norton Street Long Boat Key, FL 34228 Autumn Jones c/o Mark L. Jones 278 W North Street Carlisle, PA 17013 By: Ronald E. Joh ,Esq. ', Attorney fort Estate of '~ Mary Eileen Jones ', Evelyn Jones c/o Mark L. Jones 278 W North Street Carlisle, PA 17013 Jonathan Jones c/o Mark L. Jones 278 W North Street Carlisle, PA 17013 Christina Jones 12 Maple Avenue Walnut $DttUm; °P1A °i~7266 Samantha Jones c/o Christina Jones 12 Maple Avenue Walnut Bottom, PA 17266 Hailey Jones c/o Christina Jones 12 Maple Avenue Walnut Bottom, PA 17266 Donovan Jones c/o Christina Jones 12 Maple Avenue Walnut Bottom, PA 17266 Cassandra Jones c/o Christina Jones 12 Maple Avenue Walnut Bottom, PA 17266 Estate of Mme' Eileen Jones ,Deceased 8. Written notice of the Audit as required by Pa. O.C. Rules 6.3, 6.7 and 6.8 his been or will be given to all parties in interest listed in item 9 below, all unpaid creditors anti ~ll claimants listed in item 10 below. In addition, notice of any questions requiring Adjuldication as discussed in item 14 below has been or will be given to all persons affected) hereby. A. If Notice has been given, attach a copy of the Notice as well as a lisp 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 t~a~ names and addresses of the parties receiving such Notice shall be submitted at t;h~ Audit together with a statement executed by a Petitioner or counsel certify~nig that such notice has been given. C. If any person. entitled to Notice is not sui juris (e.g., minors or incap~c~itated 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 opt will also be given to the Attorney General as required under Pa. O.C. Rule 5.5. ~'~, 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/ha~Ve notice or laiowledge, having or claiming any interest in the estate as beneficiaries unc~e>• 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): Form oc-O1 rev. io.~s.o6 '~ 'Page 4 of 10 Estate of Mary Eileen Jones ,Deceased B. Identify each..party who is not sui juris (e.g.,. minors or incapacitated ersons). For each such party, give date of birth, the name of each Guardian a~n how each Guardian was appointed. If no Guardian has been appointed, identi ,the next of kin of such party, giving the name, address and relationship of each: Autumn Jones-10/26/99; Evelyn Jones-3/14/02; Jonathan Jones-5/l~/p3; Samantha Jones-4/14/93; Hailey Jones-3/25/99; Cassandra Jones-4~~/03; Donovan Jones-9/22/2000. Mark L. Jones, custodian for~each°of his children; namely, t+crrtuntrr, IE~elyn and Jonathan Jones. Christina Jones, custodian for each of her children, $~~mely, ' Samantha, Hailey; Donovan and Cassandra Jones. SEE ATTACHE ', C. State why a Petition for Guardian/Trustee Ad Litem has or has not b~~n filed for this Audit (wee Pa. O.C. Rule 12.4). Not required because appoinhnent under the Will D. If distribution is to be made to the personal representative of a deceajs~d party, state date of death, date and place of grant of Letters and type of Let~e~rrs granted. N/A Form OC-01 ~. io.~a.o6 ', gage 5 of 10 Estate of Mary Eileen Jones __ ,Deceased 10. Other than the claim for the family exemption, list the names of all known ~l~imants and the amount of their claims and state whether each claim is admitted. Name and Address of Each Claimant Amount of Claim Claim I I~~ R all Claim Admitted? I BePaidln Full? None ^Yes Yes ONo No DYes ! Yes .... ~Na I' ~ No I i Yes ~ Yes ONo '' ~ No []Yes ~ Yes I ^No I ~ No ' If the estate is~ insolvent; attach a •schedule setting4 f~the~e~der of pre€®ren~e~ under 20 Pa.C.S. § 3392 and the proposed payments. famil exem tion claimed? ................................ ~~es ~No 11. Was y p Was family exemption allowed? .............................. [`des ^No Family exemption claimant's name and relationship: Name: Relationship: Form OC-Ol rev. ro.rs.o6 Prage 6 of 10 Estate of Mary Eileen Jones ,Deceased 12. The amount of Pennsylvania Transfer Inheritance Tax and additional Pennsy~l~ania Estate Tax paid, the date(s) of payment(s), and the interest(s) upon which paid, are ~ follows: Date Payment Interest 8/1/2010 10,500.00 ~~_ 9/12/2010 3,065.13 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? ................... .Q!Yf es ~ No If yes, provide the name of the estate, indicate whether an account has bed filed and confirmed absolutely and all awazds performed, or, in the alternative, hovtbe decedent's estate will be discharged for the decedent's fiduciary adminis on of the estate. 14. A. Describe in detail any questions requiring adjudication and state the positilo~ of the Petitioner(s) as to each question: .. NIA ', ', B. Has notice of the question requiring adjudication been given to the parties identified in Paragraph 9 above? .................. Q ~'~s ©No I 15. If Petitioner(s) has/have laiowledge 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. Form OGDI rev. ~o.~s.o6 Page 7 of 10 I~ __ Estate of Mary Eileen Jones Deceased 16. Had the decedent been adjudicated an incapacitated person? .......... [~ des 0 No If yes, attach a copy of the Order if available; otherwise state the Court, tekm, number, date, and name of Hearing Judge. 17. A. List or-attach a separate, list of additional receipts and disbursements sindej the closing date of the Account. None B..Has. notice-ofthe; additional receipts •.and disbursements been given to the parties identified in Paragraph 9 above? ............. ~~l'es ~ No 18. If a reserve is requested, state amount and purpose. dmount: 3,842.00 ~"~°S°~ miscellaneous expenses, accaur~tant fees; potential tax. liability. an~ G1ASing and accounting 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? ........................................ dI~'es Q No If so, attach a copy of the notice. 19. Is the Court being asked to direct the filing of a Schedule of Distribution? .......................... ©~I'les ^No As to real estate only? ........................................ es [~ No Form OGOI rev. lo.~s.o6 gage 8 of 10 Estate of Mary Eileen Jones ,Deceased Wherefore, your Petitioner(s) ask(s) that distribution be awarded to the partie$ entitled. and suggest(s) that the distributive shares of income and principal (residuary shareslb~eing stated in proportions, not amounts) are as follows: A. Income: Proposed Dutributee(s) Amount/Proportion Mark L. Jones 100% H B. Principal: Proposed Distributee(s) Amount/Proportion •Mark-L. Jones 100% of residue See attached Submitted By: (All petitioners must sign. Add additional lines if necessary): _ /> of Petitioner. Albert J. ~dielly / ,% ~ Name of Petitioner: Renee Conn Form oc-or rev. ro.rs.o6 ~~ge 9 of 10 9A. Mark L. Jones, 278 West North Street Carlisle, PA 17013 Albert J. Connelly, 673 Norton Street Longboat Key, ~FL 34228 Autumn Jones, c/o Mark L. Jones 278 West North Street, Carlisle, PA 17013 Evelyn Jones, c/o Mark L. Jones 278 West North Street, Carlisle, PA 17013 Jonathan Jones, c/o Mark L. Jones 278 West North Street, Carlisle, PA 17013 Christina Jones, 12 Maple Avenue Walnut Bottom, PA 17266 Samantha Jones, c/o Christine Jones 12 Maple Avenue, Walnut Bottom, PA 17266 Halley Jones, c/o Christine Jones 12 Maple Avenue, Walnut Bottom, PA 17266 stepson .residue brother $150 step granddaughter X5,000.00 step granddaughter ' X5,000.00 step granddaughter $5,000.00 step daughter $10,000.00 step granddaughter ' $5,000.00 step granddaughter X5,000.00 Donovan Janes, c/o Christine Jones 12 Maple Avenue, Walnut Bottom, PA 17266 step grandson ' X5,000.00 Cassandra Jones, c/o Christine Jon~es° 12 Maple Avenue, Walnut Bottom, PA 17266 step granddaughter ' $5,000.00 9B. Custodial accounts set up because of the amount of the bequest to each chiul~ ($5,000.00) not justifying Trust Accounts. ', 19B. Mark L. Jones, custodian for Autumn Jones $5,000+010 Mark L. Jones, custodian for Evelyn Jones $S,000d,O Mark L. Jones, custodian for Jonathan Jones $5,0001010 Christina Jones, custodian for Samantha Jones $S,000JOIO Christina Jones, custodian for HaileX Jones $S,OOO~Op Christina Jones, custodian for Donovan Jones $5,000!,013 Christina Jones, custodian for Cassandra Jones $S,000.Op Albert J. Connelly and Christina Jones have already received distributions under ~~ Will. __, ~,-_ - Estate of Mary Eileen Jones Deceased Verification of Petitioner (Verification must be by at least one petitioner.) The undersigned hereby verifies * [that he/she He is xtte Executor of the above-named name of corporation Mary Eileen Jones and] that ~tlie facts set forth in the foregoing Petition for Adjudication /Statement of Proposed Distribution twhi¢h are within the personal laiowledge of the Petitioner aze true, and as to facts based on the information of others, the Petitioner, after diligent inquiry, believes them to be true; and that and ~a1se statements herein-aze made subject to the penalties of 18 Pa. C.S. § 4904 (relating td nnsworn falsification.to~authorities). • -. . Si fP.etitioner * Corporate petitioners must complete bracl~et~~i~e~'or»feetian.• .. Certification of Counsel The undersigned counsel hereby certifies that the foregoing Petition for Adjt~ 'cation/ Statement of Proposed Distribution is a true and accurate reproduction of the form edition . authorized by the Supreme Court, and. that no changes to the form have.been made ~.e~ond the responses herein. J', gnature of o el for Petition r i Form OG01 rev. 10.13.06 1Page 10 of 10 28'`f , l3~'•~ IN RE: IN THE COURT OF COMMON PLEAS dF ESTATE OF Mary Eileen Jones CUMBERLAND COUNTY, PENNSYLN~A~NIA DECEASED ; ORPHANS' COURT DIVISION - ~ NO. 21-10-0523 - ~ - ~~ ~~ ~ ~~ f11 ~-' ,Z eta ~ ~ ~ ~ - ~ t y~ _ FIRST AND FINAL ACCOUNT OF ALBERT J. CONNELLY AND RENEE C LLY ;-; ~.`~ t EXECUTORS OF THE ESTATE OF MARY EILEEN JONES '~ cn '''' LATE OF NORTH MIDDLETON TOWNSHIP;CUMBERLAND COUNTY, PEN NSIY~.VANIA ``~' Date of death: May 13, 2010 Letters Granted: May 18,2010 Advertisement of Letters: The Sentinal: June 5,.12 and 19,2010 Cumb. Law Journal: June 4, 11 and 18, 2010 ACCOUNT STATED A5 ~F1NAL rurpose or Hccount: Aioert ~. Connelly and Renee Connelly offers this account t~ nform interested parties of the transactions-that-have occured during this administration. It is important-thatlt a Account be carefully examined. Requests for additional information or questions or objections can be~i cussed with: Ronald E. Johnson, -Esq:. 78 W. Pomfret St.; .Car•Iisle, Pa. 17013. Phone 71 Z-243-01 3 PRINCIPAL Receipts Less Disbursements Balance Before Distributions Distributions to Beneficiaries Principal Balance Remaining INCOME Receipts Less Disbursements Balance Before Distributions Distributions to Beneficiaries Income Balance Remaining COMBINED BALANCE REMAINING SUMMARY ~ INDEX Paae No. Page 1 $284,134.94 $54,679..95 $229,454.99 $12,535.00 $216, 91119.99 $0.00 $0.00 $0.00 $0.00 I S..oo $216,9'1 x.99 1 /5/2011 PRINCIPAL RECEIPTS (Value as of Date of Receipt unless otherwise indicated) Real Estate: Amount 1 ALL THAT CERTAIN tract of land..with the improvements thereon ', erected situate in North Middleton Township, Cumberland County Pennsylvania known and numbered as 123 Partridge Circle, Carlisle, PA 17013.. See Deed Book 181, Page 556. Net proceeds from sale $117,5~8~:19 Tangible Personal Property: 1 1993 Ford Escort LX Sedan automobile $2,351.00 2 Crystal and china consisting of 6 plates, gravey boat, creamer and sugar bowl $1~0~00 Cash and Secur~ies: ~ ~ ~~ 1 Checking account no: 6100735591-Citizens Sank $10,65;99 2 .Checking: account no:.62.14.354465-.Citizens,Bank $7,544;00 3 Checking account no: 6221889158-Citizens Bank $18,5919;31 4 J.PMorgan-.401K $27,6312,11 5 Chevron -pension $4~4j37 6 CenturyTel, Inc. -refund $113,13 7 PP~L Electric -refund ~ - $2 132 8 StateFarm-Ins -homeowners ins and automobile ins -refunds $43 167 9 Citizens Investment Services $7,95, a61 10 Salzmann Hughes, Attys-school real estate tax refund from safe $1,30~.~4 11 Brokerage Account no: 39K218962-Pursell Associates Inc Delta Equity Services ~ ~ $89,86~i.b0 Total Receipts of Principal $284,13 E. 4 Page 2 -Principal Receipts II ,_ ..~. _. - ~ r..__.. PRINCIPAL DISBURSEMENTS 2010 5/10 North Middleton Township -water/sewer $82.30 5/21 PPL Electric -electric bill $23.65 5/21 UGI -utility bill $40.12 'i 5/24 CenturyLink - telephone $25.22 5/24 VNB Mortgage Services -June mtg payment $256.12 ' 5/24 Discover Card $48.48 I 5/26 Harland Clarke -check expense ', $95.20 5/27 Albert T. Connelly -reimbursement for probate fee $423.50 6/1 Hoffman Roth funeral home -funeral bill $3,389.80 611 AJ Connelly -reimbursement for lunch after funeral $262.62 6/'I °AJ Connelly - reimbursement~for meals $139.58 6/1 AJ Connelly -reimbursement for lodging $125.35 6/8 UGI -utility bill $20.18 6/8 Citizens Bank Card Services $25.00 ' 6/8 St. Patrick building fund $30.00 ~!, 6/8 Citizens Bank -safety deposit box fee $36.00 6/18 PPL Electric -electric bill $27.32 '~, 6/18 AJ Connelly -reimbursement for lodging $183.47 ' ', 6/25 Comcast -final payment $16.33 'I 7/1 State Farm -°homeowners insurance -- $368:00 ~ I, 7/8 Castles cleaners -carpet cleaning $100.00 ' 7/9 PPL Electric- electric bill $14.23 7/.9 ..PPL Electric -.electric bill 4.3.40 !, 7/9 UGI -utility bill 14.88 7/9 Cumberland.Law.Jo.umal -.estate legal notice 75:00' 7/15 The Sentinel -estate legal notice 198.16 ', 7/22 VNB Mortgage Services -July mtg payment 256.12 ~~, ', 7/22 North MiddletorrTowrrshi wrater/sewer ~ P'`_ 82:30- 7/27 VNB Mortgage Services -August mtg payment 268.93 ' 7/29 VNB Mortgage Services -Sept mtg payment 256.12 7/30 R A Hanes -front dooF repairs 180.00 8/1 Register of Wills, Agent -payment on account of ' ' Pennsyvlania Inheritance Taxes 10,500.00 8/2 UGI -utility bill - 12.31 8/5 PPL Electric -electric bill 40.29 8R Robin K. Sollenberger, tax collector- school taxes 1,303.24 8/17 Olivia Carpenter - reimbuFSetrient for•pairrting,.- 500..00.:,, I, 8/24 AJ Connelly -reimbursement for mailing expense 80.06 I ' 8/31 PPL Electric -electric bill 16.71 ~~ 8/31 .UGI -utility bill 11.05 i 9/12 Register of 1Nills, Agent - balance due.for Pennsyvlania Inheritance Tax 3,065.13 9/12 Register of Wills -Inheritance Tax filing fee 15.00 ! 9112 Andrews ~ Johnson..- partial payment of attorney fees 5,OZ8.00. , ! 9/12 AJ Connelly -partial payment of Executors commission 7,500.00 j !, 9/22 The Oliver H. Bair Company Upper Darby Bural Svc 1,700.00 ~ ', 9/22 Central PA Teamsters Pension Fund -refund of overpayment 226.00 ' 10/20 AJ Connelly -reimburse for mailing expense 61.14 ', Page 3 - Principal dis. _. I I 12122 Catholic Cemeteries 12/22 Montrose Memorial -engraving 12/23 Bank service fees to date 12/30 A.J. Connelly -reimbursement for costs advanced 2011 1/5 A.J. Connelly and Renee Connelly -balance of Executors commission 1/5 Andrews &Johnson-balance of attorney fees and reimbursement of costs advanced RESERVED: Additional ~bank•services-charges Carlisle Regional Medical Center Alexander Springs Emergerncy Physicians Kevin B. Benton,. CPA -federal and state income tax preparation fee Patricia Rosendale, CPA -federal and state fiduciary income tax return preparation fee Federal and state income tax liability Closing and accounting TOTAL t31S~B~RSEMENT~~OF •PRiNCIPAt •° DISTRIBUTIONS TO BENEFICIARIE TO: Albert J. Connelly -crystal and china consisting of 6 plates, gravey boat, creamer and sugar bowl TO: •Mark L. Jones - 1993 Ford Escort LX Sedan car TO: Christina Jones -specific bequest TOTAL DISTRIBUTION OF PRINCIPAL TO BENEFICIARIES Page 3 - Principal dis. 30.00 592.00 60.30 26.84 7,850.00 5, 062.50 8.00 100.00 484.00 450.00 1, 000.00 1 500.00 $54; fi7~9.95 S '' $150.00 $2;385:00 $10, 000.00 300.00 INCOME RECEIPTS Total Receipts of Income INCOME DISBURSEMENTS $0:00 Total Disbursements of Income to Beneficiaries $0.00 Page 4 1/5/2011. STATE OF ) COUNTY OF ) Albert J. Connelly and Renee Connelly,being duly sworn according to law, deposes anc~ days that the Account as stated is true and correct, and that the Grant of Letters and the first cormpllete advertisement thereof occurred more than four (4) months before the filing of the Acco~nit. enee Connelly , ,' Sworn subscribed to before me this,~ay o ~ , 2011. RONALA E. JOFMISON, NOTARY PI~IIC CARU8LE 8080, CUMB~.AND CO., PA MY C011MM8810N E>~RES t1AARCN 11, Z01 1/5/2011 IN RE: IN THE COURT OF COMMON PLEAS OI= ESTATE OF Mary Eileen Jones CUMBERLAND COUNTY, PENNSYLVAINIA DECEASED ORPHANS' COURT DIVISION NO. 21-10-0523 SCHEDULE OF PROPOSED DISTRIBUTION Combined Balahce for Distribution $216,911 g.99 Remaining as Per First and Final Account: PER ITEM FOURTH OF WILL TO: Mark L. Janes, custodian fior Autumn Jones $5,fl00.00 TO: Mark L. Jones, custodian for Evelyn Jones $5,000.00 TO: Mark L. Jones, custodian for Jonathan Jones $5,000.00 TO: Christina Jones, custodian -forSarriantha~Jones ..-.$5;000.00 TO: Christina Jones, custodian for.HaiLey Jones $5,000.00 TO: Christina.Jones, custodian for Donovan Jones TO: Christina Jenes~; custodian for Cassandra Jones PER ITEM FIFTH OF WILL TO: Mark L. Jones Brokerage Account No: 39 K 2'18962-Pursell Assoc. Inc. -Dena Equity Services Cash $5,000.00 $5;000:00` TOTAL DISBURSEMENT Page 1 $89,863.00 ' '~ 92,056'.99' $216,91 ~.~9 I' _. _ __.~. iii 1/5/2011 STATEMENT OF REASONS FOR THE PROPOSED DISTRIBUTION The above distribution is:proposed: in accordance with the Last Will,and ', Testament of Mary Eileen Jones Ibe . Co elly i Renee J. Connelly.. ACKNOWLEDGMENT COMMONWEALTH OF PENNSYLVANIA ' i COUNTY OF CUMBERLAND J,.Albert J. Connelly..& Renee. Co.nnelly.,being duly sworn according to .law; pose and say that the facts set forth in the Statement of the Reasons for the Proposed Distribution are t~e band correct. Sworn ar~ sut this ~_ day .."~Ifi~IC~i~ OR Pf~NBYlYAN1A N ARIAL 8EAL RONALD E. ,IOFNrSON, NOTARY PUBLJC CARLl6LE 80R0, ~ CO., PA MY GOIAYM8810N EX~S MARCk111, 2012 Page 2 1/5/2011 i to and before me ~~, 2011. LAST WII.,L AND TESTAMENT OF MARY EILEEN JONES a/k/a M. EILEEN JONES ', a/k/a EILEEN M. JONES a/k/a MARY E. JONES I, MARY EILEEN JONES alk/a M. EILEEN JONES a/k/a EILEEN M. JO 5 a!k/a MARY E. JONE5, of North Middleton Township, Cumberland County,~Pennsylvania, be' ~ of sound and disposing mind; memory and understanding, do hereby make, publish and declare S as and for my Last Will and Testament, hereby revoking all other wills and. codicils heretofore mla~ie by me. FIRST: - I direct that all my just debts and funeral expenses, inc~ g my grave marker, shall be paid from the assets of my estate as soon as practicable after my d~ase. SECOND: I give and bequeath to my brother, ALBERT J. COI~ELLY, all of my crystal and china that previously belonged to our great-grandmother. j THIRD : I give and bequeath the sum of $10,000.00 to my step-~ughter in law, CHRISTINA JONES providing she is living at the time of my death. FOURTH: I give and bequeath the sum of $5,000.00 to ~ I of my step- grandchildren living at the time of my death, namely, AiIT.TXMN JONES, E4~E JONES, JONATHAN JONES, SAMANTHA JONES, HAILEY~ JONES,. D.ONOV ONES and CASSANDRA JONES. '~ ~r "~J FIFTH: I give, devise and bequeath the residue of my estate, ~ every nature and wherever situate, to my step-son, MARK L. JONES, providing he is living at t1~e time of my ~° death. Should my step-son, MARK L. JONES, predecease me then I direct that nth residue of my ~ estate, of every nature and wherever situate shall be distributed equally to my ~rtat andcluldren named above in ITEM FOURTH of this my Last Will and.Testaxnent~who may be~ li ' g at~the time of my death. '' SIXTH: I direct that should any of my great-grandchildr~~t entitled to distribution hereunder be under the age of 21 years the share of such step-granc~c~hild shall be delivered to my hereinafter named Trustee to be held IN SEPARATE TRUST for the~lf~llowing uses and purposes: ~' a. If the child is under age eighteen (18), to expend and apply so much ~f the net income (any income not expended or applied to be accumulated and ac~ ed to principal), and so much of the principal of each Trust as the Trustee shall c~~sider advisable for his or her support and education (including college educatio ,!~ both graduate and undergraduate, and vocational training) until he or she attains th~~ge of eighteen (18) years. b. After the: child attains the age of eighteen (18) years, to pay thereaft~rto such child the net income, together with so much of the principal thereof as Trustee ~ all consider advisable for the su ort and education including college education, both aduate and pP ( undergraduate, and vocational training) of such child, after taking into consi~~ration his or her other readily available assets and sources of income. ~ c. When such beneficiary attains the age of twenty-one (21) years, s c~ Trust shall terminate and Trustee shall distribute absolutely to such beneficiary the entire $n-remaining principal and any undistributed income of his or her separate trust. I d. If any such child or beneficiary shall die before receiving final distri ~tion of his or her entire share, the undistributed balance shall be distributed outrigh tp his or her surviving issue, per stirpes, and in default of any such issue, then tom (then living issue, per stirpes; the share of any beneficiary whose original share i tthen being held in trust to be added to and treated as a part of that trust: e. All shares of principal and income hereby given shall be free) $rom anticipation, assignment, pledge or obligations of beneficiaries, and.: shall t be subject to any execution or attachment. ,, SEVENTH: I appoint CITIZENS BANK Trustee of the Trusts createjd by this my Last Will and Testament. °5houl~ct~ CITY~ENS °BANK failto ~qualify•or aease~°to• act als Trustee, I appoint my brother, ALBERT J. CONNELLY successor Trustee of the Trusts Great ~ by this my Last Will and Testament. EIGHTH: I hereby give and grant to my Executor and Trustee here ~.er and their ~~ successors, hereinafter sometimes called "fiduciary" or "fiduciaries," the following p ipvers, duties and discretion, in addition to those now or hereafter conferred by law, to be exercised ' any capacity to which such powers may be applicable and in the best interests of my estate and b ~ficiaries: ., a. To purchase or otherwise acquire or receive, and to retain, wether originally a part of the probate or trust estate or subsequently acquired, any ~ all stocks, bonds, notes or other securities, or any variety of real or personal pro arty, including stocks or interest in investment trusts and common trust funds, as i day deem advisable, including specifically authorization to retain, buy or sell any s fires of the stock of any corporate fiduciary. b. To sell, pledge, mortgage, transfer, exchange, convert or otherwise di ~ ose of, or grant options with respect to, any and all property at anytime forming a pt of the probate or trust estate, in such manner, at such time or times, for such pure des, for such prices, and upon such terms, credits and conditions as it may ~dem advisable. c. To borrow money for any purpose connected with the ii protection, preservation or improvement of the probate or trust estate, whenever in i~s~'i j udgment advisable, and as security to mortgage or pledge any real or perso~a~ property forming a part of the probate or trust estate, upon such terms and conditi n~ as it may deem advisable. d. To vote, exchange and otherwise exercise all rights, privilege br options in any way pertaining to the stocks, bonds, securities and other assets ~ any time belonging to the probate or trust estate; provided, however, that with re eject to any shares of stock belonging to the probate or trust estate, the beneficiary he u4nder may determine the manner in which said shares shall be voted, and may ac y direct how such shares shall be voted. e. To hold investments in the name of its nominee. f. To make alterations of, repairs upon, additions to, and erect im rbvements upon real estate, and to make leases therefor for such terms as it may deem advisable. g. To make distribution of the principal and accrued income, if I~ y, of the trust estate, to and among those entitled thereto at the termination of (Trust, in kind or in cash, or partly in kind or partly in cash, as it deems. prope , I just and equitable. ' ' h. To allocate receipts and expenses to.principal or income, or par~1~ to each, as my fiduciary, from time to time, deems proper in its sole discretion. i i. To compromise claims and to execute and deliver any and all in~s~ruments in writing which it may deem advisable to carry out any of the foregoing p fivers. No party to any such agreement in writing signed by the Executor or Trust e'~ shall be obligated to inquire into its validity or be bound to see to the applica 'o~n by the Executor or Trustee of any money or properfry paid or delivered°to it by ~ ~ ~ h party pursuant to the terms of any such agreement.. j. Trustee shall have the power to buy assets from and lend mo ~y to the Executor of my estate, and to advance funds without reimbursement fox th ayment of the expenses of the administration of my estate, including all taxes t~may be assessed by reason of my death, and the Executor shall. have.. the power. to ~ assets to and borrow money from the Trustee of the trust estate and to receive ds from the Trustee without the obligations of reimbursement for the payment of th expenses of the administration of my estate, including all taxes that may be assessed ~ reason of my death; provided, however, that benefits from qualified pension ~ profit- sharingplans received by the Trustee shall not be used for the purpose of pang such expenses or such taxes. k. To distribute the principal'of the probate or trust estate to the then income b'~ ' eficiary, if, in the Trustee's discretion, the amount of the principal of the probate or trust estate is ~ small as to be impractical or uneconomical to administer properly. ~I, NINTH: I have intentionally not made any provisions herein ~ fir my step- daughter, DARALAHand my step-son, TORREY JONES for reasons which they sh~ou~c~ be aware of and understand.... ', 'i TENTH: I direct that all taxes that may be assessed in consequenc f my death, of whatever nature and by whatever jurisdiction imposed, shall be paid from my residty estate as a part of the expense of the administration of my estate. i ELEVENTH: I nominate, constitute and appoint my brother, I BERT J. CONNELLY and his wife, RENEE CONNELLY, or the survivor of them, Execut ~s of this my Last. Will and Testament. TWELFTH: I direct m Executors and their successors shall not be r~gjuired to give Y bond for the faithful performance of their duties in this or any other jurisdiction. IN WITNESS WHEREOF, I have hereunto set my hand and seal to this, my I.~'ast Willd Testament, consisting of four (4) typewritten pages, each identified by my signature,.t~i$ day of May 2009. I', -~ / /~~ I, /~~~ ~` ~~EAL) MARY E EEN JONES I, ', ($~~-) 1 d L'TT L'L'7.T Tf1ATL'C~ ~ ~, Signed, sealed,. published and declared by the above-named Testatrix, Y EILEEN JONES a/k/a M. EILEEN JONES a/k/a EILEEN M. JONES a/k/a MARY ., JONES, as and for her Last Will and Testament, in the presence of us, who, at her request, in her i~ht and presence, and in the sight and presence of each other, have hereunto subscribed our name as Witnesses. •,~ c 1 ~~ COMMONWEALTH OF PENNSYLVANIA ) . SS. COUNTY OF CUMBERLAND ) '~ I, MARY EILEEN JONES a/k/a M. EILEEN JONES a/k/a EILEEN . 30NES aJkla MARY E. JONES, Testatrix, whose .name is signed to.the attached or foregoing ' ent, having been duly qualified according to law, do hereby acknowledge that I signed ii executed the instrument as my Last Will and Testament; that I signed it willingly; and that I si ~d it as my free and voluntary act far the purposes therein expressed. Sworn or affumed to and acknawledged.;before me by MARY EILEEN CINES a/k/ ~VI. EILEEN JONES- a!k!a EILEEN M: JONES afk/a MA:R.Y E. JONES, the Testa, this ~% day of May 2009. 't'estatrix (SEAL) i ~ ~ ~5~~~ M. EII,EEN JOKE ,Testatrix ~~-"' C ~/~.GG~~ ' ~ (SEAL) t;0_ Fv~MONWEALYii OF PENNSYLVANIA NOTARIAL SEAL SHELLY SEXTON, Notary Public C:~r~isle Raro, Ct~mberfand County My Comrn~~~:~n i "n'~pg April 26, 2011 EILEEN M. 30NES, Testatrix ', AFFIDAVIT COMMONWEALTH OF PENNSYLVANIA ) . SS. COUNTY OF CUMBERLAND ) --~- J ,~ We, RONALD E. JOHNSON and / c=. v (~o~ w ~I ~~ c! f «~' ~ e ,witnesses whose names aze signed to the attached or foregoing instrument, being duly qualif$e ~.ccording to law, do depose and say. that we were present and saw Testatrix sign and execute the ' ent as her Last Will and Testament; that MARY EILEEN JONES a/k!a M. EILEEN JONES ' a EILEEN M. JONES a/k/a MARY E. JONES, signed willingly and that she executed it a5, ber free and voluntary act for the purpose therein expressed; that each of us in the hearing ~n Sight of the Testatrix signed the Will as witnesses; and that to the best of our knowledge the Tesita 'was at that time 1 S or more yeazs of age, of sound mind and under no constraint or undue influe~~e. S~oru or affumed to and subscribed to before m~ by RONALD E.; JOHNSON and ~ ~ ~ ~, ~c~F' f` ~J~ lt-c'lc~' __, witness this / /' day,~of N~ty 240.' GOMMONWEALl'ti OF PENNSYLVANIA NOTARIAL SEAL SHELLY SEXTON, Notary Public ,. Carlisle Boro, Cumberland County My Commission Expires April 26, 2011 Notary _. i~-_I LAST WII~L AND TESTAMENT OF MARY EILEEN JONES a/k/a M. EILEEN JONES I ~~ a/k/a EILEEN M. JONES a/k/a MARY E. JONES I, MARY EILEEN JONES a/k/a M. EILEEN JONE5 a/k/a EII.EEN M. JO ~ a/k/a MARY E. JONES, of North Middleton Township, Cumberland County,Pennsylvania, be' ~ of sound and disposing mind; memory and understanding, do hereby make, publish and declare ' ~ as and for my Last Will and Testament, hereby revoking all other wills and. codicils heretofore aide by me. i FIRST: I direct that all my just debts and funeral expenses, inc~vjding my grave marker, shall be paid from the assets of my estate as soon as practicable after my e~ease. ..SECOND: I give and bequeath to my brother, ALBERT J. CO1~I~EELLY, all of my crystal and china that previously belonged to our great-grandmother. I' THIRD: I give and bequeath the sum of $10,000.00 to my step-c~ughter in law, CHRISTINA JONES providing she is living at the time of my death.. FOURTH: I give and bequeath the sum of $5,000.00 to eac~.I of my step- grandchildren living atr the. time of my death,. namely, AUTUMN JONES, EYE JONES, JONATHAN JONES SAMANTHA JONES, HAILEY~ JONES,.~D_ONOV NES and CASSANDRA JONES. ~ ~I FIFTH: I give, devise and bequeath the residue of my estate, f,every nature ~ and wherever situate, to my step-son, MARK L. JONES, providing he is living at ie time of my death. Should my step-son, MARK L. JONES, predecease me then I direct that the residue of my ~ estate, of every nature and wherever situate shall be distributed equally to my great andchildren named above in ITEM FOURTH of this. my-bast, V~ill and, Testament who may be`Iivg a~t the time of my death. ', ~~ SIXTH: I direct that should any of my great-grandchildre ~ entitled to distribution hereunder be under the age of 21 yeazs the share of such step-gramd Y~ild shall be delivered to my hereinafter named Trustee to be held IN SEPARATE TRUST for the o~lowing uses and purposes: ' '' a. If the child is under age eighteen (18), to expend and apply so much' fthe net income (any income not expended or applied to be accumulated and ad e~ to principal), and so much of the principal of each Trust as the Trustee shall ca 'der advisable for his or her support and education (including college educations loth graduate and undergraduate, and vocational training) until he or she attains the $~e of eighteen (18) years: