Loading...
HomeMy WebLinkAbout01-28-114. ~~ DECEDENT'S ESTATE COURT OF COMMON PLEAS OF ', CUMBERLAND COUNTY, PENNSYLVANIA ORPHANS' COURT DIVISION ESTATE OF CLYDE WRIGHTSTONE ,DECEASED C.~~ No. 21-08-1218 -"~ f~; ~~ N Cp ~~~ PETITION FOR ADJUDICATION l ~ -*~ '~'' STATEMENT OF PROPOSED DISTRIBUTION ~ -a-, +;+o PURSUANT TO Pa. O.C. Rule 6.9 .-.~ ~,~ This form may be used in all cases involving the Audit of the Account of a Deced~ntl'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 adjudicatior$. , INCLUDE ATTACHMENTS AT THE BACK OF THIS FORM. Name of Counsel: Richard C. Snelbaker Supreme Court LD. No.: 6355 Name of Law Firm: Snelbaker & Brenneman, P. C. Address: ~ West Main Street, Mechanicsburg, PA 17055 '' Telenhnne~ 717-69?-8528 _ Fax: 717-697- ~~ rz'_i ;_ `~_:rJ _ .: i. ~ ~C~t ~~ co -r, Fo,~,oc-ol nev.lo.13.06 Pa$e 1 Of lO j, i ~„ L Estate of CLYDE WRIGHTSTONE 1. Name(s) and address(es) of Petitioner(s): Deceased Nmne: Linda K. Minnich Sue A. Witters Address: 786 Allenview Drive 503 Allendale Road Mechanicsburg, PA 17055 Mechanicsburg, PA 17055 Identify any executors or administrators who have not joined in the Petition fpr Adjudication and Statement of Proposed Distribution and state reason: None Is this the first accounting by this fiduciary? ..................... ~ ~l'es ~ No If not, identify prior accountings, the accounting periods covered, and the ~d~te of adjudication of the prior accounting. 2. Decedent died on November 28, 2008 ® Letters Testamentary or ~ Letters of Administration were granted to Pettioner(s} on December 8.2008 Date of Will (if applicable): November 2, 2004 Date(s) of Codicil(s) (if applicable): N/A i Date of probate (if different from date Letters granted): same as above Was a bond required? Wes ®No If yes, state amount: Are proofs of advertising of the grant of Letters attached? ......... ~ 11'ies ~ No Dates of advertising of the grant of Letters: Cumberland Law Journal, Dhecl tuber 19, T December 26, 2008 and January 2, 2009 -Patriot News, December 1'~, 24, 31,2008 -r Form OC-O1 rev. 10.13.06 'Page 2 Of 1 ~ i___ LL.-- -- t ~ ~~ Estate of CLYDE WRIGHTSTONE Deceased 3. Was decedent survived by a spouse? ............................. [7~~1'es ~ No If yes, name of the surviving spouse: Hazel I. Wrightstone _ 4. Has the surviving spouse filed to take an elective share? ............. ~~es ~ No (See Section 2201 et se . of the Probate, Estates and Fiduciaries Code) If yes, date of election: May 18, 2009 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): N/A 6. Did decedent marry after execution of Will or Codicil(s)? ........... ~'Yles ~ No Were any children born to decedent after execution of Will or Codicil(s)? ........................................... 'Yes m 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? ..............................Y~s ®No Farm OC-OI rev. 10.13.06 Page 3 of 10 ~ ~ 1 Estate of CLYDE WRIGHTSTONE ,Deceased 8. Written notice of the Audit as required by Pa. O.C. Rules 6.3, 6.7 and 6.8 ha given to all parties in interest listed in item 9 below, all unpaid creditors ar~d listed in item 10 below. In addition, notice of any questions requiring Adj~uc discussed in item 14 below has been or will be given to all persons affected A. If Notice has been given, attach a copy of the Notice as well as a list 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!,tl addresses of the parties receiving such Notice shall be submitted af~~ t together with a statement executed by a Petitioner or counsel certif~i notice has been given. C. If any person entitled to Notice is not sui juris (e,g., minors or inc< persons), Notice of the Audit has been or will be given to the appr representative on such party's behalf as required by Pa. O.C. Rule .en or will be claimants :ion as the names dames and ;Audit ;'',.that such D. If any charitable interest is involved, Notice of the Audit has been car ijll 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 Nonce ajnd a copy of such Notice) must be submitted herewith or at the Audit. 9. List all parties (charitable and non-charitable) of whom Petitioner(s) has/h~v notice or knowledge, having or claiming any interest in the estate as beneficiaries w~Vde 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 eac~ ~at~ty's interest(s): 'I Name and.4ddress of Each Party in Interest Estate of Hazel I. Wrights Sue A. Witters & Linda K. Minnich, Administratrices 503 Allendale Road Mechanicsburg, PA 17055 Linda K. Minnich ?86 Allenview Drive Mechanicsburg, PA 17055 Form OC-01 rev. 10.13.06 Daughter 1 /3 of rQsi ue as per Election a aanst Will 1/3 of F~age 4 of 10 ,~ I ! Il Estate of CLYDE WRIGHTSTONE ,Deceased 10. Other than the claim for the family exemption, list the names of all known'~,cl~,imants and the amount of their claims and state whether each claim is admitted. Name andAddress ofEach Claimant Amount ofClaint Claim WrU Claim Admitted ' Be Paid I» Full? None Yes 'Yes ~No ~ No DYes Yes ~No No Yes 'Yes ~No No Yes ' Yes ~ ~No No If the estate is insolvent, attach a schedule setting forth the order of preference under 20 Pa C.S. § 3392 and the proposed payments. 11. Was family exemption claimed? ................................ ~~l'es ~No Was family exemption allowed? ................................ ~~es ~No Family exemption claimant's name and relationship: ', Name: Relationship: Form OC-01 rev. 10.13A6 Page 6 Of 10 - _ - _. I I. i __ -_ ,, , Estate of CLYDE WRIGHTSTONE Deceased 12. The amount of Pennsylvania Transfer Inheritance Tax and additional Penn ylv~nia Estate Tax paid, the date(s) of payment(s), and the interest(s) upon which paid, are a~s''follows: Date Payment Interest 2/26/2009 10,00.00 O.OO Less Refund of 1,280.77 Net amount of Tax Paid 8,719.23 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? ................... ~j~'es m No If yes, provide the name of the estate, indicate whether an account has lbeekn filed and confirmed absolutely and all awards performed, or, in the alternative, hpv~ the decedent's estate will be dischazged for the decedent's fiduciary administitation of the estate. 14. A. Describe in detail any questions requiring adjudication and state the position of the Petitioner(s) as to each question: N/A B. Has notice of the question requiring adjudication been given to the parties identified in Paragraph 9 above? . .................. Yes ~ No 15. If Petitioner(s) has/have knowledge that a share has been assigned, renouncled ~ disclaimed or attached, provide a copy of the assignment, renunciation, disclaimer or a~ta~hment, together with any relevant supporting documentation. N/A Form OC-01 rev. 10.13.06 Page 7 Of lO ~ ~- s Estate of CLYDE WRIGHTSTONE Deceased lb. Had the decedent been adjudicated an incapacitated person? .......... ',,des ~ No If yes, attach a copy of the Order if available; otherwise state the Court, grin, number, date, and name of Hearing Judge. ' 17. A. List or attach a separate list of additional receipts and disbursements sitic~ the closing date of the Account. ' N/A B. Has notice of the additional receipts and disbursements been given to the parties identified in Paragraph 9 above? ............. ~~Y'es ~ No 18. If a reserve is requested, state amount and purpose. Amount: 1,500.00 Purpose: Filing fees, accountant fees and other miscellaneous costs associated with the administration of the decedent's estate. 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 mterest~ ~~~s ~No If so, attach a copy of the notice. ' '~ 19. Is the Court being asked to direct the filing of a Schedule of Distribution? .......................... ~~'e~s ~No , As to real estate only? ........................................ [,ers Q No Farm OC-O! rev. 10.13.06 I Page 8 of 10 ~ t t.. ~ Estate of CLYDE WRIGHTSTONE Deceased Wherefore, your Petitioner(s) ask(s) that distribution be awarded to the partit#s entitled and suggest(s) that the distributive shares of income and principal (residuary shares lbeing stated in proportions, not amounts) are as follows: A. Income: Proposed Distrtbutee(s) Amount/Proportion See Accounting B. Principal: Proposed Distributee(s) See Accounting Amount/Proportron Submitted By: (All petitioners must sign. Add additional lines if necessary): Name of Petitioner: Linda K. Minnich ~~~ _.c~~ Name of Petitioner: Sue A. Witters Form oc-o~ ,~. X0.13.06 Plage 9 of 10 - _~_r s ~~I Estate of CLYDE WRIGHTSTONE ,Deceased Verification of Petitioner (Verification must be by at least one petitioner.) ', The undersigned hereby verifies * [that he/she they are Executrice$ TI of the above-named nameofcorporarion Estate of Clyde Wrightstone and] that tl~e facts set forth in the foregoing Petition for Adjudication /Statement of Proposed Distribution which aze within the personal knowledge of the Petitioner aze true, and as to facts based on tl~e ~nformatio of others, the Petitioner, after diligent inquiry, believes them to be true; and that arty ~alse statements herein aze made subject to the penalties of 18 Pa. C.S. § 4904 (relating to ~rtsworn falsification to authorities). ', Signature of Petitioner Lin, a, M nnich _~lc c_.~ ~.C~ . * Corporate pet&ioners must complete bracketed information. Sue'' A Witters Certification of Counsel The undersigned counsel hereby certifies that the foregoing Petition for Ad~u 'ration/ Statement of Proposed Distribution is a true and accurate reproduction of the formlP ition authorized by the Supreme Court, and that no changes to the form have been made b yond the responses herein. „ L Signature of Counsel for Form OGOI rev. 10.13.06 Wage 10 of 10 ~ '-A _ -__ PROOF OF PUBLICATION OF NOTICE IN CUMBERLAND LAW JOURNAL (Under Act No. 587, approved May 16, 1929), P. L.1784 ~~~ is Marie Coyne, Edit r SWORN TO AND SUBSCRIBED b~fo~re me this 2 day of Januar,~009 Notary COMMONWEALTH OF PENNSYLVANIA COUNTY OF CUMBERLAND ss. Lisa Marie Coyne, Esquire, Editor of the Cumberland Law Journal, of ~hei County and State aforesaid, being duly sworn, according to law, deposes and says that the Cihrn rland Law Journal, a legal periodical published in the Borough of Cazlisle in the County an~ tote aforesaid, was established January 2, 1952, and designated by the local courts as the official l dal periodical for the publication of all legal notices, and has, since January 2, 1952,Ib etl regulazly issued weekly in the said County, and that the printed notice or publication attache hereto is exactly the same as was printed in the regulaz editions and issues of the said Cui~lb rland Law Journal on the following dates, ', Affiant further deposes that he is authorized to verify this statement by ttue~lumberland Law Journal, a legal periodical of general circulation, and that he is not interested ~ the subject matter of the aforesaid notice or advertisement, and that all allegations in the for~gdii~g ~, statements as to time, place and chazacter of publication aze true. Wrl~htsboaa, gyde, deed. Late of the Borou~ of Mechanics- burg. Executrices: Linda K. Minnich, 786 Allenview Drive, Mechanics- burg, PA 17055 and Sue AWit- ters, 503 Allendale Road, Mechan- icsburg, PA 17055. Attorneys: Snelbaker 8s Bren- neman, P.C., 44 West Main Street, P.O. Box 318, Mechanicsburg, PA 17055-0318. NOTARIAL SEAL DEBORAH A COLLINS ', Notary Public CARLiSIE BORO, CUMBERLAND My Commission Expires Apr 28~ i. ... ~ i~hiot-News Co. ...__-_- 812 Market St. Harrisburg, PA 17101 Inquiries.- 717-255-8213 SNELBAKER, BRENNEMAN 8~ SPARE, P.C. 44 WEST MAIN STREET P.O. BOX 318 MECHANICSBURG PA 17055 ~e~latriot News NOw you know THE PATRIOT NEWS THE SUNDAY PATRIOT NEWS Proof of Publication Under Act No. 587, Approved May 16, 1929 Commonwealth of Pennsylvania, County of Dauphin} ss Joseph A. Dennison, being duly sworn according to law, deposes and says: That he is the Assistant Controller of The Patriot News Co., a corporation organized and existin~ under the laws of the Commonwealth of Pennsylvania, with its principal office and place of business at 812 to 818 Market $tr et, in the City of Harrisburg, County of Dauphin, State of Pennsylvania, owner and publisher of The Patriot-News and'Thle Sunday Patriot-News newspapers of general circulation, printed and published at 812 to 818 Market Street, in the City, Cotun~ 8nd State aforesaid; that The Patriot-News and The Sunday Patriot-News were established March 4th, 1854, and September ~ 8th, 1949, respectively, and all have been continuously published ever since; That the printed notice or publication which is securely attached hereto is exactly as printed ~nc~ published in their regular daily and/or Sunday/ Metro editions which appeared on the date(s) indicated below. That neither he ihor said Company is interested in the subject matter of said printed notice or advertising, and that all of the allegations of this) statement as to the time, place and character of publication are true; and ~', That he has personal knowledge of the facts aforesaid and is duly authorized and empowereld t~ verity this statement on behalf of The Patriot-News Co. aforesaid by virtue and pursuant to a resolution unanimously passed i`~n~ Odopted severally by the stockholders and board of directors of the said Company and subsequently duly recorded in the office fc},r',the Recording of Deeds in and for said County of Dauphin in Miscellaneous Book "M", Volume 14, Page 317. PUBLICATION COPY This ad # 0001932782 ran on the dates shbw~ below: December 17, 2008 December 24, 2008 December 31, 2008 _ Sw to ar,~ bscribed before me this y of J Wary, 2009 A.D. Notary Public otaries __ _ _ - _ - _ . ~__ i i__ CONIMONVIIEALTH C)F~E SYLVANIA ~Shsrrb Kisner, iPubYc ~Y-~ 1 Mamber, PennayNania Aaa ~ N ~- ~ ~ r COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF PUBLIC WELFARE BUREAU OF FINANCIAL OPERATIONS DNISION OF THIRD PARTY LIABILITY ESTATE RECOVERY PROGRAM PO BOX 8486 HARRISBURG, PA 17105-8486 December 12, 2008 SNELBAKER & BRENNEMAN PC RICHARD C SNELBAKER ESQUIRE ATTORNEYS AT LAW 44 WEST MAIN STREET PO BOX 318 MECHANICSBURG PA 17055 Re: CLYDE WRIGHTSTONE SSN: 184-07-1002 i Dear Attorney Snelbaker: Pursuant to your letter dated December 09, 2008, the Department of Public Welfare (DPW), Estate Recovery Program, has reviewed the in~o~mation you provided regarding the above-referenced individual. It has been determined that this individual did not receive ainy~type of assistance during the questioned period. Therefore, according to the information you provided, the Dep~ri~ment's Estate Recovery Program will not seek any recovery from this estate.', If your client applied for Medical Assistance and had an application and/ox~ nearing 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 1__i '. ~• - i RICHARD C. SNELBAKER KEITH O. BRENNEMAN SNELBAKER Fs BRENNEMAN, P.C. A PROFESSIONAL CORPORATION ATTORNEYS AT LAW 44 WEST 'MARY STREET MEQ-IANICSBIJRG, PENNSYLVANIA 17055 717.697-8528 P. O. BOX 318 FACSIMILE (717) 897-7681 January 28, 2011 T0: Estate of Hazel I. Wrightstone ', Sue A. Wi,tters and Linda K. Minnick, Admnistratr,ic~es 503. Allendale Road Mechanicsburg, PA 17055 Linda K. Minnick 786 Allenview Drive Mechanicsburg, PA 17055 Sue A. Witters 503 Allendale Road Mechanicsburg, PA 17055 Pennsylvania Department of Public Welfare Cumberland County Assistance Office Attention: Judy Peiper, IMCW 33 Westminster Drive P.O. Box 599 Carlisle, PA 17013-0599 Church of God Home, Inc. C/O Sarah J. Brown, Esquire Schutjer Bogar LLC 1055 Wetlakes Drive, Suite 300 Beerwyn, PA 19312 Re: Estate of Clyde Wrightstone, Deceased Estate No. 21-08-1218 NOTICE TO PARTIES IN INTEREST The undersigned, as Attorney for Linda K. Minnick and ~u~ A. ----- - - ~ Y 'g Y g~ ~ Wi11-- _- andtTestamentEofcClydeeWr~fhtstonetaDeceasedndherebe L~v's notice to each of the above named persons pursuant to Rule 6. 3', f the Pennsylvania Supreme Court Orphans' Court rules as folio ~: 1. They have filed this date in the office of time clerk of Orphans' Court and Register of Wills of Cumberland Counlt , Pennsylvania, at Carlisle, PA, the First and Final Acco!,u ~ of their administration as such Executrices, together with', n Inventory and Statement of Proposed Distribution and th~~e~Petition for Adjudication, true .copies of which. are enclosed her',e~th. i- I '~ -_ .~ ., .. •SNELSAtc.~ £~ Bx~,rrrt~N, P.C. Estate of Clyde Wrightstone January 28, 2011 Page 2 2. Said Account and Statement will be presented ~o a judge of the Orphans' Court Division of the Cumberland Countjy'~~Court of Common Pleas at the Cumberland County Court House, 1 Go~prt House Square, Carlisle, PA 17013; on March 1, 2011 at 9:00 a'~lock A.M., prevailing time, at which time said Account will', confirmed and distribution ordered in accordance with's~zd Statement of Proposed Distribution unless written obje!ct~ions are filed prior thereto. 3. You have the right to file written objections'',to said Account and Statement prior to the confirmation as schiec~uled above. Very truly yours, Richard C. Snelbaker RCS:sks Enclosures _.. _ __I. _.._ IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY,' PA. __.. __._.. ORPHANS' COURT DIVISION FILE NO: 21-08-1218 ~~! FIRST AND FINAL ACCOUNT OF Linda K. Minnich and Sue A. Witters, Executrices For ESTATE OF CLYDE WRIGHTSTONE Social Security #: 184-07-1002 Tax ID #: 26-6673807 Date of Death: November 28, 2008 Date of Incapacity, if any: None Date of Executrices Appointment: December 8, 2008 Date of First Complete Advertisement: December 17, 2008 Accounting for the period: November 28, 2008 to January 19, 2011 Purpose of Account: Linda K. Minnich and Sue A Witters, Executrices, offers this Accolun~ tp acquaint interested parties with the transactions that have occurred during their Admini~tr~tibn. It is important that the Account be carefully examined. Requests for additional information, questions or objections can be discussed with: Richard C. Snelbaker Snelbaker & Brenneman, P.C. 44 West Main Street Mechanicsburg, PA 17055 Phone #: 717-697-8528 Supreme Court LD. No: 06355 ', C7' ,..., 'x1 L J ,~~ t 1 C3 L 1 l ~~~, ~I' .,,. LAW OFFICES i ~~ SNELBAKER EC BRENNEMAN, P.C. Page 1 i__ ~~_- LAw o~icEs SNELBAKER EC BRENNEMAN, P.C. ~~ SUMMARY OF ACCOUNT PRINCIPAL Receipts Net Gain on Sales or Disposition Less Disbursements: Debts of Decedent Funeral Expenses Administration Expenses j Family Exemption ', Federal, State & Local Taxes Fees and Commissions Liabilities of the Estate Balance before Distributions Distributions to Beneficiaries Principal Balance on Hand For Information: Investments Made Changes in Holdings INCOME Receipts Less Disbursements Balance before Distributions Distributions to Beneficiaries Income Balance on Hand COMBINED BALANCE ON HAND Listing of unpaid creditors and persons interested in the Distribution of the Estate Statement of Proposed Distribution AffidaviWerification page PAGE Page 2 3 3 3 4 4&5 5 5 5 5 6 6 6 $466,461.98 -223.26 $ 466,238.72 0.00 $ 253,796.87 6 $ 63,518.07 6 $0.00 $ 63,518.07 6 $0.00 ', $ 63,518.07 $ 317,314.94 7 8 ' 9 ~. ___. r._~.. PRINCIPAL RECEIPTS Assets Listed on Inventory per copy of attached: $350,700.27 (Valued as of Date of Death) ADJUSTMENTS TO INVENTORY $0.00 SUBSEQUENT RECEIPTS 2/12/2009 Midwestern Life Insurance Co., life insurance proceeds $ 3,558.80 8/5/2009 Sue Witters, repay loan on behalf of her daughter ' 12,553.34 10/15/2009 Westfield Insurance, refund on insurance (renters contents) ', 101.00 2/25/2010 Linda Minnich, repay loan 50.00 5/4/2010 Commonwealth of PA, refund on Inheritance Tax I 1,280.77 11/15/2010 Sue Witters, repay loan ~', 2,500.00 1/19/2011 Beneficiary exchange of cash for real estate assets ' 95,717.80 from Sue Witters and Linda Minnich TOTAL PRINCIPAL RECEIPTS $466,461.98 PRINCIPAL GAINS OR LOSSES ON SALES OR OTHER DtSPOSIT~0~~15 GAIN LOSS 12!18/2008 PNC Bank, N.A., loss of accrued interest on ', $ 23.26 savings account #5111997504 1/20/2009 Household goods donated to charity 200.00 TOTAL GAINS AND LOSSES $ ~ ~ ~ $ 223.26 LESS LOSS ' 0.00 NET GAIN/LOSS TRANSFERRED TO SUMMARY ' $ (223.26) DISBURSEMENTS OF PRINCIPAL LAW OFFICES SNELBAKER 8C BRENNEMAN, F.C. DEBTS OF DECEDENT 12/1/2008 Check written by decedent prior to death to Sue Witters for personal care provided 12/1/2008 Check written by decedent prior to death to nursing home for Hazel Wrightstone care 12/1/2008 Check written by decedent prior to death to Brett Witters, Shawn Minnich and Brandon Minnich, gifts 12/1/2008 Check written by decedent prior to death to ING Insurance for premium 12/2/2008 Check written by decedent prior to death to Grace United Methodists Church, donation 12/3!2008 Check written by the decedent prior to death to United Water Pennsylvania, water service 12!9/2008 Angels on Call, home nursing services 12/9/2008 Barry Heckard, Tax Collector, 2008 personal taxes 12/12/2008 Check written by the decedent prior to death to Janelle Damsky, gift 12!15/2008 Chedc written by the decedent prior to death to Verizon for phone service 12/27/2008 Angels on Call, home nursing services 12/27/2008 Bank of America, credit card payoff 1/5/2009 HT&T, hospital phonerTV 1/13/2009 Verizon, phone service 7looJop 47.00 $ 3,609.03 Page 3 11 47.60 ~37~.00 1 ~.qo 2 .d0 3?~.16 ~51.~5 65 .d9 1 .d0 1 .$7 i _ i I_ . . LAw o~icEs SNELBAKER & BRENNEMAN, P.C. DISBURSEMENTS OF PRINCIPAL -CONTINUED FUNERAL EXPENSES 12/24/2008 Myers Funeral Home, funeral services $ 8,092'.00 12/27/2008 Bank of America, payoff credit card debt used for 1,574.00 grave opening at Rolling Green ADMINISTRATION EXPENSES 1/7/2009 Snelbaker & Brenneman, P.C., probate fees 1/13/2009 Dan White Plumbing, repairs at 102 S. Market Street 5!8/2009 Archer Pest Control, remove bees from 102 S. Market St. 5/12/2009 RSR Appraisers & Analysts, real estate appraisal fee 5/21/2009 Hazel Wrightstone, reimburse for tax 5/21/2009 Miller Capital Insurance, liability & fire premium 6/25/2009 Sue Witters, loan on behalf of her daughter 7/5/2009 Sue Witters, loan on behalf of her daughter 7/10/2009 Wolfgang Appliance, repair washer 5 W. Locust St. 8/18/2009 Wrightstone Electric, repair water heater 5 W. Locust Street and phone line for 102 South Market Street 9/22/2009 Borough of Mechanicsburg, inspection fee 5 W. Locust St 9/28!2009 Berkheimer, service call for air conditioning unit at 5 W. Locust St. 10/11/2009 Tom Witters, reimburse for deposit into Hazel's nursing home account 10/19/2009 Berkheimer, clean furnaces at 5 W. Locust St. and 102 South Market St. 10/19/2009 Dan White Plumbing, repairs at 102 S. Market Street 11/11/2009 Hazel Wrightstone, deposit into nursing home account 12/3/2009 Linda Minnich, loan 12/1012009 Sue Witters, purchase Christmas hams 12/11/2009 Hazel Wrightstone, deposit into nursing home account 12/12/2009 Hazel Wrightstone, deposit into nursing home account 12/27/2009 Cumberland Goodwill EMS, ambulance service Hazel 1/27/2010 State Health Department, copy marriage certificate 3/17/2010 Wrightstone Electric, new electric service at 102 S. Market Street 4/13/2010 Wrightstone Electric, new electric service at 100 S. Market Street 4/16/2010 Archer Pest Control, pest control services 102 S. Market St. 5/19/2010 Miller Capital Insurance, liability & fire premium 5/19/2010 Hershacks, door repair 100 S. Market St. 6/29/2010 Home Service, maintenance fee for water lines 7/16/2010 Paul Jacobs, roof painting 5 West Locust Street 7/16/2010 Wrightstone Electric, roof paint for 5 West Locust Street 8/30/2010 Vital Records, death certificates 10/27/2010 Shermansdale 7th Day Adventists, memorial for Eugene Moyer 10/30/2010 Sue Witters, loan 10/31/2010 Barry Heckard, Tax Collector, real estate taxes on all properties from 3/1/09 to 10/31/10 11/5/2010 Paul Jacobs, steam clean and paint 1 1 /81201 0 RSR Realtors, commission for rental 102A South Market Street 11/15/2010 Paul Jacobs, painting 102 South Market Street 11/15/2010 Mechanicsburg Borough, sewer/refuse service for 5 West Locust Street from 2/11/09 to 11/15/10 41x.010 19~4.~0 10 .~0 1,.00 9 . QO 1,'69 .QO 10,,175 .~4 1,p30 .iDO 2 .1b0 #O~.m0 10.00 9 .DO 105.(DO 22!#.~4 11 ~.QO 1 O~.do 5Q.x0 9`x.00 5oq.x0 .00 6 .00 1 .q0 3,x1 .7~4 ~3~.00 13.50 1,~141.a0 9,662.00 Page 4 DISBURSEMENTS OF PRINCIPAL -CONTINUED 11/15/2010 Mechanicsburg Borough, sewer/refuse service for 100 South Market Street from 2/11/09 to 11/15/10 1 111 5/20 1 0 Mechanicsburg Borough, sewer/refuse service for 102 South Market Street from 2111109 to 11/15/10 11/17/2010 Cash used to purchase washer & dryer for 5 West Locust St. 11/24/2010 Paul Jacobs, painting & install washer/dryer 5 West Locust St. 12N/2010 Berkheimer, clean furnaces at 5 W. Locust St. and 102 South Market St. 12/16/2010 United Water, water service for 5 West Locust Street from 12/27/08 #0 12/16/10 12/16/2010 United Water, water service for 102 South Market Street from 12/27/08 to 12/16/10 12/16/2010 United Water, water service for 100 South Market Street from 12/27/08 to 12/16/10 12/17!2010 Wrightstone Electric, paint, carpet, etc for 102 South Market 12/21/2010 PPL, electric service for 5 West Locust Street from from 12/27/08 to 12/21/10 12/21/2010 PPL, electric service for 102 South Market Street from from 12/27/08 to 12/21/10 12/22!2010 Brandon Minnich, install furnace 102 Sauth Martcet Street 1/5/2011 Wrightstone Electric, furnace 102 South Market Street 1/10/2011 Lester Erb Heating Oit, heating oil for all properties from 12/27/08 to 1 /10/11 The following items will be paid upon confirmation of the Accounting: *** Snelbaker & Brenneman, P.C., cost advanced: a. Cumberland Law Journal, advertise 75.00 Executrices Notice b. Patriot News, advertise Executrices 175.89 Notice c. Register of Wills filing fee, Election 39.00 55q.00 1,22$.50 60~.t)0 '23~.p0 18 .44 63.67 50.82 27~.Q5 28.96 3,!19 .37 2,994.41 ~5 .QO 1,4 .34 8,ti9 .00 ~8>~.89 to take against Will and short certificates *** Reserve for filing fees, accountant fees and other miscellaneous 1,~Od.00 costs associated with the administration of the Decedent's estate $ 66,046.02 FAMILY EXEMPTION NONE $ .~ $OAO FEDERAL. STATE & LOCAL TAXES 2/25/2009 Register of Wills, Agent, Inheritance Tax $ 10,Op0. 2/12/2010 United States Treasury, Fiduciary taxes ending 10!31/09 `b3 .d0 2/12/2010 PA Department of Revenue, Fiduciary taxes ending 10/31/09 17 . $ 10,707.00 LAw o~icEs SNELBAKER 8t BRENNEMAN, P.C. FEES AND COMMISSIONS 2/12/2010 Greenawalt & Company, P.C., Fiduciary taxes ending 10/31/09 70000 The following items will be paid upon confirmation of the Accounting: '""' Linda K: Minnich, Executrix Commission 8,800 Ol) *** Sue A. Witters, Executrix Commission 8,400 Op '"'* Snelbaker & Brenneman, attorney services 10,400 26,700.00 TOTAL DISBURSEMENTS OF PRINCIPAL $ 116,724.05 LIABILITIES OF THE ESTATE 1/19/2011 Loan payable to Sue Witters and Linda Minnich Page 5 II $ 95,7!17.0 $ 95,717.80 L l_ _ _ __ _ __ ,_ _ T , DISTRIBUTIONS OF PRINCIPAL TO BENEFICIARIES NONE $0•~ TOTAL DISTRIBUTIONS OF PRINCIPAL TO BENEFICIARIES $0.00 PRINCIPAL BALANCE ON HAND FIDUCIARY VALUE ATI~ ACQUISITION 1/19/011 VALUE 1. Property known and numbered as 10Q-102 South Market $ 184,~82''~2b $ 280,000.00 Street and 5 West Locust Street, Mechanicsburg, PA 2. Wrightstone Electric, Inc., 92.4954% ownership in corporation 12,53.10 12,632.10 3. Note Receivable from Wrightstone Electric 14,~14.tD0 14,214.00 4. Household goods, retained in-kind by family members ft1~.~0 615.00 5. Cash 133,56~,.t63 43,239.17 *"* Less items to be paid upon confirmation of Accounting -27,'~8~.a#9 TOTAL PRINCIPAL BALANCE ON HAND $ 317, 149# $ 350,700.27 INFORMATION SCHEDULES PRINCIPAL INVESTMENTS MADE NONE ' CHANGES IN PRINCIPAL HOLDINGS NONE ~CEIPTS OF INCOME 1/21/2009 M&T Bank, checking and savings account, interest $ 0.10 11/10!2010 102 South Market Street, rent income from 12/22!08 to 11/10!2010 ~ 11,900.00 12/22/2010 M&T Bank, estate checking account, interest from 1!22/09 to 12/22/10 20.97 1/10/2011 100 South Market Street, rent income from 12/22/08 to 1/40/2011 ' 20,825.00 1/10/2011 5 West Locust Street, rent income from 12/22/08 to 1/10/2011 30,772.00 TOTAL RECEIPTS OF INCOME ' $ 63,518.07 DISBURSEMENTS OF INCOME NONE $0.00 TOTAL DISBURSEMENTS OF INCOME $0.00 DISBURSEMENTS OF INCOII~IE TO BENEFICIARIES ', NONE ~ $0.00 .TOTAL DISBURSEMENTS OF INCOME TO BENEFICIARIES $0.00 LAW OFFICES ' ~' SNELBAKER & BRENNEMAN, P.C. Page 6 _ __ ~ 1_I * UNPAID CREDITORS: None * OTHER INTERESTED PARTIES: 1. Pennsylvania Department of Public Welfare Cumberland County Assistance Office Attention: Judy Peiper, IMCW 33 Westminster Drive P.O. Box 599 Carlisle, PA 17013-0599 2. Church of God Home, Inc. CIO Sarah J. Brown, Esquire Schutjer Bogar LLC 1055 Wetlakes Drive, Suite 300 Berwyn, PA 19312 ** PERSONS INTERESTED iN DISTRIBUTION OF ESTATE: 1. Estate of Hazel I. Wrightstone Sue A. Witters and Linda K. Minnich, Administratrices 503 Allendale Road Mechanicsburg, PA 17055 2. Linda K. Minnich 786 Allenview Drive Mechanicsburg, PA 17055 3. Sue A. Witters 503 Allendale Road Mechanicsburg, PA 17055 LAW OFFICES SNELBAKER & BRENNEMAN. P.C. Page 7 __ __. i 1_1_ _ _ __ _~- PROPOSED DISTRIBUTION TO BENEFICIARIES Linda K. Minnick and Sue A. Witters, Executrices and Accountants herein, proposes to distribute the balance of the Estate of Clyde Wrightstone, Deceased, to wit: $317,314.94 in accordance with the Last Will and Testament of said Decedent as follows: 1. Estate of Hazel I. Wrightstone 113 of residue as per Election against Will $ 105,771.64 a. Cash $ 105,~i 71~i.64 2. Linda K. Minnick 1/3 of residue ' $ 105,771.65 a. One-half interest in real estate located at 100-102 South $ 92,141 ~ 10 Market Street and 5 West Locust Street, In-Kind b. Wrightstone Electric, Inc., one-half interest (46.2477°to} $ 6,~16~0~ of the ownership in the corporation, In-Kind c. Note receivable from Wrightstone Electric $ 7,g6445p One-half interest, In-Kind d. Household goods retained In-Kind $ 215010b 3. Sue A. Witters 1/3 of residue ' $ 105,771.65 a. One-half interest in real estate located at 100-102 South $ 92,141 J 10 Market Street and 5 West Locust Street, In-Kind b. Wrightstone Electric, Inc., one-half interest (46.2477°!0) $ 6,311605 of the ownership in the corporation, In-Kind c. Note receivable from Wrightstone Electric $ 7,149~5m ~ One-half interest, In-Kind $ 165.0© d. Household goods retained M-Kind TOTAL DISTRIBUTION: ' $ 317,314.94 LAw o~icEs SNELBAKER 8C BRENNEMAN, P.C. Page 8 __ _ ~ Ii _ _ _._ ___?- AFFIDAVIT /VERIFICATION LINDA K. MINNICH AND SUE A. WITTERS, Executrices under the Last Will'~and and Testament of CLYDE WRIGHTSTONE, Deceased hereby declares under oath that tlhey have fully and faithfully discharged the duties of their office; that the foregoing First and Find A~ount is true and correct and fully discloses all significant transactions occurring during the ajcc~uhting period; that all known claims against the Estate have been paid in full; to their knowledge, there ire no claims outstanding against the Estate; that all taxes presently due from the Estate have been Ipa~d; and that the grant of Letters Testamentary and the first complete advertisement thereof oc~ur~ed more than four months before the filing of the foregoing First and Final Account. This statement is made subject to penalties of 18 pa. C.S.A. Section 49041 relating to unswom falsification to authorities. Linda K. Minnick, Executrix Sue A. Witters, Executrix Dated: ~ O!~ _ Subscribed and sworn to by Linda K. Minnick and Sue A. Witters before me this 19th day of January, 2011 Notary Public COMMONWEALTH OF PENNSYLVN~- NIA tied Spa K 9howas, Noialy Ptblc Med+aNo~bsg 8oro, Ounb~lsrd Cou~- ~IAy Camrr+tsslon ExQlres Nar. 22.'011 MsrnbRr, Pennsylvania AasorJaUon of NotaAss LAW OFFICES SNELBAKER 8C BRENNEMAN, P.C. Page 9