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IN THE COURT OF COMMON PLEAS OF CUMBERLAND ~~~~J
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PENNSYLVANIA G~Pr ~`d```~ t~'._,~.,`~~
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ORPHANS' COURT DIVISION C!;~~,1,~_._~ .~.;', .~= ...~.~ . ("h-
FILE N0.2109-0773
FIRST AND FINAL ACCOUNT OF
SUSAN L. KEMP, CHAUNCEY A. PLYLEY, III,
WILLIAM R. PLYLEY AND LAURA I. HUBSCH, CO-EXECUTORS
FOR
ESTATE OF BERNICE I. PLYLEY, DECEASED
Date of Death: August 1 1, 2009
Date of Incapacity, if any: Not Applicable
Date of Co-Executors' appointment: August 18, 2009
Date of First Complete Advertisement: September 4, September 1 1, & September 18, x;009
Accounting for the period: August 1 1, 2009 to July ~.Z, , 2011
Purpose of Account: The Co-Executors offer this Account to acquaint interested parties with the
transactions that :have occurred during the Administration.
It is important that the Account be carefully examined. Requests for additional information.,
questions or objections can be discussed with:
R. Mark Thomas, Esquire
101 South Market Street
Mechanicsburg, PA 17050
Telephone: 717- 796-2100
Supreme Court ID No. 41301
SUMMARY OFACCOUNT
Pay; e Current Fiduciary
Value Acquistiorc
Value
Proposed Distribution to Beneficiaries 13/5 ~ 83,191.82 580 828,19
Receipts Subsequent to Inventory 6 ~ 37,053.~8~6
Net Gain (or Loss) on Sales or Other 6 X47 8l9_~
Disposition
Total Principal 6 ~~ 70, 062. G~8
~ ~
Less Disbursements:
Debts of Decedent
Funeral Expenses
Administration Expenses
Fees and Commissions
Federal and State Taxes
Balance before Distributions
Distributions to Beneficiaries I1-13
Principal Balance on Hand Il
($ 7,474.91)
($ 6, 764.04)
($37,177.11)
($35,440.00)
($40.739.22
RECEIPTS OF PRINCIPAL
ASSETS LISTED IN INVENTORY
(Valued as of Date of Death)
CASH:
Wachovia Bank -~ checking account 3783 $ 2,448.27
Wachovia Bank -~ checking account 2220 $216,114.48
Orrstown Bank -IRA #3225 (Chauncey) $ 7,692.65
Orrstown Bank -IRA #3657 (Bernice) $ 22,364.72
TANGIBLE PERSONAL PROPERTY:
Jewelry
One pair of non-gold vermeil Bohemian $ 50.00
garnet non-pierced dangle earrings
One lady':c 14K yellow gold citrine ring $ 455.00
One lady'sc lOK yellow gold cameo ring $ 94.34
One lady's 14K yellow gold amethyst ring $ 207.74
One lady's 14K yellow gold 24" rope chain $ 277.20
One lady's 14K tri-color herringbone chain $ 125.40
One lady's 14K yellow gold rope chain $ 396.00
~ .One lady's 14K yellow and white gold $ 122.10
' herringbone braid necklace
One lady's 14K yellow gold rope chain $ 366.30
One pair of 14K white gold cultured $ 200.78
pearl and diamond non-pierced earrings
One lady's strand of 7.50-8.00 mm $ 967.20
3
(r 7
7
7- IO
10
l0
($12 7.595.28
$442,466.80
($359,274.98)
$ 83,191.82
Fiduciary
Acquisition Value
$248,620.12
cultured pearls
One pair of lady's non-gold vermeil $ 100.00
Bohemian garnet brooch
One pair of lady's non-gold vermeil $ 50.00
Bohemian garnet non-pierced earrings
One lady's l OK yellow gold Bohemian $ 40.00
garnet and pearl butterfly pin
One lady's cultured pearl bracelet $ 1,293.80
One lady's gold overlay and pearl $ 25.07
bracelet _
One lady's 14K yellow gold cultured $ 380.90
pearl ring
One lady's 14K yellow gold overlay $ 28.20
round. locket and chain
One 14K. yellow gold pocket watch $ 102.40
One lady's 14K yellow gold amethyst pin $ 181.80
One lady's 18K white gold emerald and $ 1,494.55
diamond cluster ring
One lady's platinum diamond engagement $ 6,001.50
ring
One lady's platinum diamond engagement $ 9,747.40
ring
One lady's platinum diamond wedding $ 556.00
band
One gentleman's gold overlay Waltham $ 65.00
pocket watch and chain
One lady's 14K white gold aquamarine $ 103.45
ring
One lady's lOK yellow gold shell cameo $ 85.50
brooch
One lady's non-gold vermeil Bohemian $ 150.00
garnet necklace
One lady"s non-gold vermeil Bohemian $ 80.00
garnet bracelet - 3 flower cluster
One lady's non-gold vermeil Bohemian $ 80.00
garnet bracelet - 1 flower cluster
One lady's 14K white gold sapphire
bar piri $ 147.90
One lady's non-gold vermeil Bohemian
garnet ring $ 50.00
~' One lady's 9K yellow gold amethyst
ring $ 61.5 ~
One lady's 14K synthetic ruby ring $ 155.89
$ 24,242.97
4
Household Furnishings
Wood oi:fice desk $ 10.00
Computer desk $ 10.00
Office chair $ 20.00
Lamps $ 10.00
Sofa hide-a-bed $ 150.00
Butler table $ 40.00
Sofa $ 100.00
Sony color television $ 120.00
Rod lamp $ 20.00
2 Bookracks ($20.00 each) $ 40.00
Oak library table $ 80.00
Washstand $ 40.00
2 Lazyboy recliners ($100.00 each) $ 200.00
Bridge lamp $ 20.00
8 daycloc;k $ 80.00
Brass kettle $ 30.00
Oak 3-section bookcase $ 240.00
Oak stand $ 40.00
Oak armchair $ 20.00
Rocker $ 40.00
Loveseat $ 50.00
Set 6 oak chairs ($20.00 each) $ 120.00
Wicker planter $ 20.00
Oak clothes tree $ 20.00
Oak stand $ 25.00
Banjo wall clock $ 100.00
Marble stand $ 150.00
Slant lid desk $ 120.00
Oval marble stand $ 150.00
2 oval cherry lamp tables $ 80.00
2lamps $ 20.00
Oil lamp $ 20.00
Sofa table: $ 30.00
Teak stand $ 40.00
Arm chair $ 20.00
Roseville urn and pedestal $ 150.00
25 Hummel figurines $ 1,200.00
Wall curio cabinet $ 40
00
.,
~; PA house cherry dining room suite $ .
900.00
Oval wall mirror $ 50.00
Reproduction oak table w/4 chairs $ 200.00
Tea cart $ 60.00
4 leg drop leaf table $ 40.00
5
Chair (1!~30's) $ 20.00
Painted kitchen cabinet $ 120.00
4 piece maple bedroom suite $ 150.00
Oak rocker $ 40.00
Small gate leg stand $ 40.00
Banjo clock $ 120.00
M. W. sewing cabinet $ 60.00
Oak bureau $ 40.00
Oak washstand $ 120.00
Oak stand $ 20.00
Desk chair $ 10.00
Stand $ 20.00
5 section oak bookcase $ 350.00
Queen bed $ 100.00
Hide-a-bed $ 20.00
Oval drop leaf table $ 20.00
Mahogany rocker $ 40.00
Cane rocker $ 20.00
4 file cabinets ($5.00 each) $ 20.00
Caddy H. C. cart $ 200.00
Card table and chairs $ 20.00
Assorted small and garden tools $ 200.00
Assorted pots, pans, dishes, glasses 500.00
Automobile
2005 Buick Rendezvous CXL $ 5,800.00
REALTY:
47 Kitszell Drive, Carlisle, PA $295,000.00
Hid
TOTAL INVENTORY (valued as of date of death)
RECEIPTS SUBSEQUENT TO INVENTORY
(Valued When Received)
08/20/09 Wachovia Bank (distribution on
both accounts after d/o/d) $ 1,438.39
08/31/09 Refund from Hoffman-Roth for $ 100.00
'# Chauncey Plyley's funeral
08/31/09 Consumer Reports refund $ 16.00
08/31/09 Patriot News refund $ ;4,75
08/31/09 Refund from unknown source $ 25.86
12/31/09 Check fee refund $ 27.00
$ 7,165.00
$ 5,800.00
$ 295,000.00
580,828.09
6
03/13/10 Hart Fund distribution $ 2,312.79
03/30/10 Orrstown Bank (distribution $ 4 419.45
on both accounts after d/o/d)
05/17/10 2009 New Jersey income tax refund
for Bernice Plyley Family Trust $ 1,200.00
06/07/10 2,009 Federal income tax refund for
Bernice Plyley Family Trust $ 7,600.00
06/15/10 L1SAA (roof repairs) $ 19,426.26
08/02/10 Rrefund from PA Dept of Rev $ 5.26
re: Inheritance Tax Return
09/22/10 L1SAA (refund after cancellation) $ 61.10
Ol/11/11 Refund from Erie Insurance $ 337.00
TOTAL RECEIPTS OF PRINCIPAL $37,053.86
GAINS AND LOSSES ON SALES OR OTHER DISPOSITIONS
The property at 47 Kitszell Drive, Carlisle, Pennsylvania, was
appraised at S2'~5,000.00 on August 11, 2009, and sold for
$265,000.00 on December 1, 2010. The settlement sheet for
the closing on the house included a credit of X1,363.91 and a
deduction of X19,183.78 for a total loss of X47,819.87 (~ 47,819.871
TOTAL PRINCIPAL $570,062.08
DISBURSEMENTS OF PRINCIPAL
DEBTS OF DECEDENT
08/20/09 Hoffman-Roth Funeral Home $ 5,763.13
(Chauncey's funeral)
08/20/09 PA. Dept of Revenue $ 110.93
08/20/09 Citi Cards $ 461.10
08/20/09 DC'M SUC/Sears $ 13.70
08/20/09 UCrI (gas bill) $ 28 57
08/20/09 Arrierican Express $ 46.06
08/20/09 R. Mark Thomas, Esquire $ 375.00
(wills and poa for Bernice)
08/20/09 Bank debit (Wachovia credit card) $ 104.00
08/~ 1/09 Bank of America $ 104.50
08%21/09 Corncast $ 48.30
08/21/09 ADT Security $ 24.99
08/21/09 HSBC Retail ServicesBonton $ 30.10
08/21/09 USAA Insurance $ 110.65
7
08/21/09 Met-Ed $ 146.43
08/21/09 Waste Management $ 50.91
08/30/09 tJGI $ 54.84
02/25/10 Quantum Imaging (Bernice) ~ 1.70
TOTAL DEBTS OF DECEDENT
FUNERAL EXPENSES
08/21/09 Darren Crowder (minister) $ 75.00
08/21/09 Linda Lambert (minister) $ 75.00
08/21/09 Luncheon at Bonanza $ 251.58
08/29/09 Hoffinan-Roth Funeral Home (mom) $ 5,810.64
07/01/10 Douglas Hamilton (internment) $ 100.00
07/01/10 Susan Kemp (reimburse for lunch
and Hershey Gardens) 451.82
TOTAL FUNERAL EXPENSES
ADMINISTRATION EXPENSES
08/20/09 Register of Wills (probate fees) $ 430.00
08/21/09 Susan Kemp (faxes) $ 18?9
08/24/09 Diiversified Appraisal Services $ 325.00
(house appraisal)
09/20/09 Chuck Bricker, Auctioneer $ 150.00
(appraisal of household goods)
12/10/09 Df;ener, Hirsch & Shramenko $ 1,425.00
(H:art Fund services)
01/24/10 Mountz Jewelery (jewelry appraisa l) $ 1,030.00
06/07/10 James Holland (tax prep) $ 200.00
08/20/09 Rc-bert Cairns, Tax Collector $ 2,226.59
08/21/09 Joseph Metka (lawn care) $ 100.00
08/25/09 Bank check fee $ 27.00
09/20/09 Comcast $ 67.86
09/20/09 USAA Insurance $ 100.50
09/20/09 Mf;t-Ed (electric) $ 135.92
09/20/09 AI)T Security $ 24.99
09129%09 The Patriot News (publication) $ 122.3 8
09/29/09 Joseph Metka (lawn care) $ 50.00
10/13/09 Bank check fee $ 27.00
10/25/09 USAA Insurance $ 133.70
10/26/09 South Middleton Authority (w&s) $ 125.00
8
($ 7,474.91)
06,764.04)
10/26/09 Comcast $ 53.97
10/26/09 Met-Ed $ g6.g2
10/26/09 ADT Security $ 24.99
10/26/09 L~GI (gas bill) $ 67.36
10/29/09 Susan Kemp (food reimbursement) $ 101.79
10/31/09 Joe Metka (lawn care) $ 100.00
11/21/09 U~SAA Insurance $ 133.70
11 /27/09 IViet-Ed $ 60.16
11/27/09 Comcast $ 56.09
11/27/09 Waste Management $ 50.91
11/27/09 ADT Security $ 24.99
11/27/09 UGI $ 47.29
12/16/09 USAA Insurance $ 133.73
12/22/09 Bank check fee $ 27.00
Ol/Ol/10 UGI $ 94.08
O1/O1/10 M:et-Ed $ 49.79
O1/O1/10 Comcast $ 56.09
Ol/Ol/10 ADT Security $ 24.99
01/07/10 Transferred to open dad's estate $ 100.00
account
01/27/10 USAA Insurance $ 24.56
02/01/10 South Middleton Authority $ 101.00
02/01/10 Met-Ed $ 46.79
02/01/10 ADT Security $ 24.99
02/01/10 Comcast $ 56.31
02/07/10 Joseph Metka (snow removal) $ 100.00
02/07/10 U(JI $ 161.86
02/14/10 USAA Insurance $ 177.68
02/25/10 Met-Ed $ 45.96
02/25/10 Cc,mcast $ 56.31
02/25/10 ADT Security $ 24.99
03/13/10 U(JI $ 154.47
03/13/10 Mayapple HOA (2010 dues) $ 95.00
03/13/10 Interstate Waste $ 39.30
03/21/10 Laura Hubsch (reimburse $ 134.41
jewelry appraisal & food)
03/24/10 Joseph Metka (lawn care) $ 50.00
03/31/10 Check order fee from bank $ 27.00
04/05/10 AL)T Security $ 24.99
04/05/10 Met-Ed $ 41.19
0405%10 Comcast $ 56.31
04/05/10 UCTI $ 79.43
04/05/10 Robert C. Cairns, Tax Collector $ 577.49
04/11/10 South Middleton Authority $ 111.10
04/20/10 Su;>an L. Kemp (housecleaning $ 300.00
9
and reimb. 2 tax bills)
05/02/10 Comcast $ 56.42
05/02/10 Met-Ed $ 48.40
05/02/10 ADT Security $ 24.99
05/02/10 Joseph Metka (lawn care) $ 50.00
OS/10/10 I:rGI $ 30.54
05/17/10 Laura Hubsch (admin. reimb.) $ 54.48
05/28/10 Met-Ed $ 56.54
05/28/10 Comcast $ 56.42
05/28/10 A.DT Security $ 24.99
05/28/10 Joseph Metka (lawn care) $ 50.00
05/28/10 Bank check fee $ 27.00
06/07/10 UGI $ 34.42
06/07/10 Interstate Waste $ 39.30
06/27/10 Comcast $ 56.42
06/27/10 ADT Security $ 24.99
06/27/10 Met-Ed $ 42.89
06/27/10 Joseph Metka (lawn care) $ 50.00
06/28/10 Scott Pearson (work on house) $10,000.00
07/01/10 UGI $ 14.88
07/07/10 Erie Insurance (house insurance $ 525.00
from 7/24/ 10 - 7/24/ 11)
07/27/10 South Middleton Authority $ 98.20
07/27/10 A:DT Security $ 24.99
07/27/10 Met-Ed $ 70.78
07/27/10 Comcast $ 59.69
07/27/10 Joseph Metka (lawn care) $ 50.00
07/27/10 Robert C. Cairns, Tax Collector $ 2,263.76
08/Ol/10 PA Department of Rev. (dad 2006) $ 648.61
08/01 / 10 UGI $ 12.3 l
08/21/10 Scott Pearson (roof completion) $ 4,997.00
08/28/10 Joseph Metka (lawn care) $ 50.00
08/28/10 Met-Ed $ 74.98
08/28/10 A.DT Security $ 24.99
08/28/10 Cc-mcast $ 62.69
09/09/10 Inl:erstate Waste $ 39.30
09/21/10 U(JI $ 13.75
09/21/10 Met-Ed $ 81.01
09/21/10 AI)T Security $ 24.99
09/09/10
~ Ha.arland checks (estate checks) $ 57.22
09~21
/10 Susan Kemp (reimburse cousin's $ 82.98
fimeral flowers)
09/29/10 Joseph Metka (lawn care) $ 50.00
09/29/10 UCiI $ 13.57
10/26/10 South Middleton Authority $ 108.30
10
10/26/10 Comcast $ 21.36
10/26/10 Met-Ed $ 38.98
10/26/10 UGI $ 14.83
10/31/10 Joseph Metka (lawn care) $ 50.00
11/03/10 Scott Pearson (house repair) $ 4,991.00
11/15/10 Met-Ed $ 41.89
11 /3 0/ 10 Interstate Waste $ 3 9.3 0
11/30/10 UGI $ 45.07
12/13/10 M:et-Ed $ 29.71
12/13/10 Dave Plyley (overnight deed) $ 34.25
12/13/10 UGI $ 41.17
12/13/10 PA Dept of Revenue (inheritance $ 515.00
tax for dad)
12/14/10 William Plyley (overnight deed) $ 18.30
12/14/10 Laura Hubsch (overnight deed and
notary) $ 28.24
02/04/11 Susan Kemp (reimb. storage fees $ 566.71
and light switches)
07/20/11 Rounding errors 0.38
TOTAL ADMIl~TISTRATION EXPENSES
FEES AND COMMISSIONS
08/20/09 R. Mark Thomas, Esquire $ 2,500.00
02/18/10 R. Mark Thomas, Esquire $ 6,000.00
OS/10/10 R. Mark Thomas, Esquire $13,040.00
07/20/11 Susan Kemp (Executrix's
Commission) $ 7,800.00
07/21/11 R. Mark Thomas, Esquire $ 600.00
07/21/11 Mark L. Wetzel, CPA $ 500.00
07/21/11 R. Mark Thomas, Esquire (Fees ,~ 5,000.00
held in Trust for possible future
court costs). Fees to be refunded if
all beneficiaries sign off on first and
final accounting. Funds will be
divided equally.
TOTAL FEES A:ND COMMISSIONS
FEDERAL AND STATE TAXES
11/02/09 Pennsylvania Inheritance Tax $21,000.00
OS/10/10 Pennsylvania Inheritance Tax 19 739.22
($37,177.11)
($35,440.00)
11
TOTAL FEDERAL AND STATE TAXES
TOTAL DISBURSEMENTS
NET AVAILABLE FOR DISTRIBUTION
DISTRIBUTION OF PRINCIPAL TO BENEFICIARIES
PRINCIPAL ON HAND
PROPOSED D:[STRIBUTIONS TO BENEFICIARIES
ENDING ESTATE PRINCIPAL
DISTRIBUTION OF PRINCIPAL TO BENEFICIARIES
GRANDCHILDREN:
12/25/09 Erin Lynn Hamilton $5,000.00
Brittany Amanda Kemp $5,000.00
Chad Anthony Kemp $5,000.00
Bevin Lynn Hubsch Franklin $5,000.00
began Ilene Rogers $5,000.00
Thomas James Hubsch $5,000.00
Daniel Ross Plyley $5,000.00
Austin James Plyley $5,000.00
Heather Nicole Plyley $5,000.00
Ross Plyley $5,000.00
Janine Plyley 5 000.00
WILLIAM R. PLYLEY:
Household items (in-kind):
Banjo clock $750.00
Kitchen Hoosier $200.00
Old oak desk $125.00
Bookcase $300.00
Day clock $60.00
°;s ~ Sony color tv 300.00
$1,735.00
Cash advance distributions $25,000.00
58,329.53
12
,~ 40,739.22)
~~127,595.28~
X442,466.80
~ 359,274.981
$ 83,191.82
.~$83,191.82~
0.00
$ 55,000.00
CHAUNCEY A. PLYLEY, III:
Household items (in-kind):
L•-wing lamp
Marble top table
Banjo clock
Kitchen table
Toaster
Copper pot
Bank
Chinese ornate table
Mantel clock
Dresser
Kitchen oak chairs
Cash advance distributions
LAURA I. HUBSCH:
Household items (in-kind):
Marble top table
2 sconces
Plate
Vase with roses
Pair vase Cloissire jars
Bowl and plate
Floor lamp
Bookcase (5 sections)
Sewing cabinet
Lamp
Washbasin set
Loveseat
Sewing cabinet
Woodworkings
Thistle pattern dishes (set)
Tea cart
Jewelry (in-kind)
r '
,,
Cash adva~lce distribution
$85.00
$275.00
$750.00
$45.00
$50.00
$55.00
$110.00
$175.00
$100.00
$175.00
120.00
$1,940.00
$25,000.00
58,124.53
$200.00
$100.00
$20.00
$150.00
$65.00
$50.00
$30.00
$500.00
$100.00
$60.00
$225.00
$125.00
$40.00
$100.00
$400.00
$60.00
14,056.39
$16,281.39
25.000.00
$85,064.53
$85,064.53
$41,281.39
13
t
SUSAN L. KEMP:
Household items (in-kind):
Living room desk $125.00
Plates and dishes (green & pink) $80.00
Yellow and blue vase $35.00
Biscuit jar $60.00
Candy box $35.00
Flour jar $85.00
Floor lamp $30.00
Ol.d table w/drop sides $125.00
Washstand $110.00
Dresser $225.00
Wall display cabinet $40.00
Woodworking $30.00
Jewelry (in-kind) $8,923.41
Automobile (in-kind) 5.800.00
$15,703.41
Cash advance distributions $27,000.00
50,161.12
TOTAL DISTRIBUTIONS TO BENEFICIARIES
PROPOSED DISTRIBUTIONS TO BENEFICIARIES
WILLIAM R. PLYLEY:
Jewelry (in-kind) $ 387.04
Cash 11,415.13
CHAUNCEY A. PLYLEY, III:
Jewelry (in-kind) $ 387.04
Cash 11 415.13
LAURA I. HUBSCII:
Jewelry (in-kind) $ 387.04
Cash 55 198.26
SUSAN L. KEMP:
Jewelry (iri-kind)
~ $ 387.04
'}
Cash
3 615.14
TOTAL PROPOSED DISTRIBTTIONS
92,864.53
$359,274.98
$11,802.17
$11,802.17
$55,585.30
$ 4.002.18
583.191.82
14
VERIFICATION
Suan L. Kemp, Co-executor of the Will of Bernice I Plyley, Deceased, hereby declares
under oath that the co-executors have fully and faithfully discharged the duties of their
office; that the foregoing First and Final Account is true and correct and fully discloses
all significant transactions occurring during the accounting period; that all known claims
against the Estate have been paid in full; that, to their knowledge, there are no claims
outstanding against the Estate; that all 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 filing of the foregoing First and Final
Account.
This statement is made subject to penalties of 18 Pa. C.S.A. Section 4904 relating to
unsworn falsification to authorities.
Dated:
Susan L. Kemp
} ,
Verification
I, Rmark Thomas, Esquire, hereby state under oath that Susan L. Kemp, the only co-
executor residing in Cumberland County, and the co-executor assigned to pay all claims
and inheritance taxes and also charged with the filing of the foregoing First and Final
Account, is unavailable to personally sign this verification, but is familiar with its'
contents and has authorized R. Mark Thomas ,Esquire, to verify this First and Final
Account in her absence so that the same can be filed timely on or before July 22, 2011.
This statement is made subject to the penalties of 18 Pa. C.S.A. Section 4904 relating to
unsworn falsification to authorities,
Dated: ' ~~ ~
~~=C~:~.
R. ark Thomas, Esquire
VERIFICATION
Suan L. Kemp, Co-executor of the Will of Bernice I Plyiey, Deceased, hereby declares
under oath that the co-executors have fully and faithfully discharged the duties of their
office; that the foregoing First and Final Account is true and correct and fully discloses
all sigTuficant transactions occurring during the accounting period; that all known claims __
against the Estate have been paid in full; that, to their knowledge, there are no claims
outstanding against the Estate; .that all taxes presently due from the Estate have been
paid: and that the Grant of Letters Testamentary and the first complete advertisement
thereof occTarred 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 4904 relating to
unsworn falsification to authorities. v
~/
Dated: 7 ,~ ~ -
;' ,)
Susan L. Kemp ~ -~~
, .
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DECEDENT'S ESTATE
COURT OF COMMON PLEAS OF
_CUMBERLAND COUNTY, PENNSYLVANIA
ORPHANS' COURT DIVISION
ESTATE OF BERNICE I. PLYLEY ,DECEASED _-. , :.~.-~
._.,..,
1:7 ~ : _ ~., ~._i
No. 2109-0773 ,=} =~ n i _- = . -
t~t-~ m ~•• 4 •, ~ , F ''i
--_,~
.
--
_,. _:
PETITION FOR ADJUDICATION / ~ ,.-
STATEMENT OF PROPOSED DISTRIBUTION n ~:
PURSUANT TO Pa. O.C. Rule 6.9 `~"~
This form may be used in all cases involving the Audit of the Account of a Decedent's Estate. If
space is insufficient, riders may be attached. Attach the spouse's election, if any; the papers
required under items 8-19 inclusive; and any instrument pertinent. to the adjudication.
INCL UDE ATTACHMENTS AT THE BACK OF THIS FORM.
Name of Counsel: R. Mark Thomas, Esquire
Supreme Court I.D. No.: 41301
Name of Law Firm: R. Mark Thomas, Esquire
Address: 101 South Market Street, Mechanicsburg, PA 17055
Telephone: 717-796-2100
Fax: 717-796-3600
Form OC-01 rev. 10.13.06
Page 1 of 10
Estate of BERNICE I. PLYLEY
1. Name(s;) and address(es) of Petitioner(s):
Name: Susan L. Kemp
Address: 1720 Douglas Drive
t~arlisle, PA 17013
Deceased
Identify any executors or administrators who have not joined in the Petition for
Adjudication and Statement of Proposed Distribution and state reason:
Chauncey A. Plyley, III, William R. Plyley, and Laura I. Hubsch -geographical distance
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 August 11, 2009
Letters Testamentary or ~ Letters of Administration were granted to Petitioner(s) on
August 18.2009
Date of Will (if applicable): August 6, 2009
Date(s) of Codicil(s) (f applicable): NSA
Date of probate (if different from date Letters granted): N/A
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: ~enrPmhPr a CPr~tamhPr > > any
September 18, 2009
Form OC-Ol rev. 10.13.06 Page 2 of 10
Estate of BERNICE I. PLYLEY
Deceased
3. Was decedent survived by a spouse? ............................. 0 Yes ~ No
If yes, name of the surviving spouse:
4. Has the surviving spouse filed to take an elective share? ............. Q Yes ~ No
(See Section 2201 et sic, of the Probate, Estates and Fiduciaries Code)
If yes, date of election:
5. In the case of an intestacy, state the names of the decedent's surviving children. or
surviving issue of deceased children (if none, so state):
6. Did decedent marry after execution of Will or Codicil(s)? ........... Yes [ No
Were any children born to decedent after execution of
Will or Codicil(s)? ........................................... ® es ®No
Y
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
Form OC-Ol rev. 10.13.06 Page 3 of 10
Estate of BERNICE I. PLYLEY
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) has/have notice or
knowledge, having or claiming any interest in the estate as beneficiaries under the Will or
Codicil(s) or as intestate heirs if there is a complete or partial intestacy:
A. State each party's relationship to the decedent and the nature of each party's
interest(s):
Form OC-01 rev. 10.13.06 Page 4 of 10
Estate of BERNICE I. PLYLEY
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.
C. State why a Petition for Guardian/Trustee Ad Litem has or has not been filed for
this Audit (see Pa. O. C Rule 12.4).
D. Iii 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.
Form OC-01 rev. 10.13.06 Page 5 of 10
Estate of BERNICE I. PLYLEY
Deceased
10. Other than the claim for the family exemption, list the names of all known claimants and
the amount of their claims and state whether each claim is admitted.
Name and Address of Each Claimant Amount of Claim Claim Will Claim
Admitted? Be Paid In
Full?
Yes ~ Yes
~No ~ No
Yes ~ Yes
~]No ~ Na
Yes ~ Yes
No ~ No
Yes ~ Yes
~No ~ No
If the estate is insolvent, attach a schedule setting forth the order of preference under
20 Pa.C.S. § 3392 and the proposed payments.
11. Was family exemption claimed? ....... Yes No
........................
Was family exemption allowed? ................. .. Yes No
Family exemption claimant's name and relationship:
Name:
Relationship.•
Form OC-01 rev. 10.13.06 Page 6 of 10
Estate of BERNICE I. PLYLEY
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
November 4, 2009
May 11, 2010
Interest
21,000.00 None
19,739.22 None
13. On the date of death, was the decedent a fiduciary
(personal representative, trustee, guardian, agent under power
of attorney) or surety on the bond of a fiduciary? ................... ~ Yes No
If yes, provide the name of the estate, indicate whether an account has been filed and
confirmed absolutely and all awards performed, or, in the alternative, how the
decedent's estate will be discharged for the decedent's fiduciary administration of the
estate.
14. A. Describe in detail any questions requiring adjudication and state the position of the
Petitioner(s) as to each question:
Petitioner's commission
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.
Form OC-01 rev. 10.13.06 Page 7 of 10
Estate of BERNICE L PLYLEY
Deceased
16. Had the decedent been adjudicated an incapacitated person? .......... ~ Yes ~ No
If yes, attach a copy of the Order if available; otherwise state the Court, term, number,
date, and name of Hearing Judge.
17. A. List or attach a separate list of additional receipts and disbursements since the closing
date of the Account.
None
B. Has notice of the additional receipts and disbursements been
given to the parties identified in Paragraph 9 above? ~ Yes No
18. If a reserve is requested, state amount and purpose.
Amoum'.• 5'000'00
Pureose: Costs of filing of First and Final Account $380.00, accountant fees
$500.00, additional attorney fees $600.00, and $3,520.00 for potential
litigation expenses.
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? ........................................ ~I'es ~ No
Form OC-01 rev. 10.13.06 Page 8 of 10
Estate of BERNICE I. PLYLEY
Deceased
Wherefore, your Petitioner(s) ask(s) that distribution be awarded to the parties entitled
and suggest(s) that the distributive shares of income and principal (residuary shares being stated
in proportions, not amounts) are as follows:
A. Income:
Proposed Distributee(s)
B. Principal:
Proposed Distributee(s)
lL7CC12 ~- ~c'~C
Amount/Proportion
Amount/Proportion
~~ ~a ~ ~ /~
~~~ ~~
~ ~ Wi
~_ ,~ 7
i
Submitted By:
(All petitioners must sign.
Add additional lines if necessary):
.,
Name of Petitioner: Susan L. Kemp
Name of Petitioner:
Form oC-Ol rev. 10.13.06 Page 9 of 10
c ~~~
Estate of BERNICE I. PLYLEY
Verification of Petitioner
(Verification must be by at least one petitioner.)
The undersigned hereby verifies * [that heishe she is title Co-Executrix
of the above-named name of corporation Estate of Bernice I. Plyley
Deceased
and] that the facts set
forth in the foregoing Petition for Adjudication /Statement of Proposed Distribution which are
within the personal knowledge of the Petitioner are true, and as to facts based on the information
of others, the Petitioner, after diligent inquiry, believes them to be true; and that any false
statements herein are made subject to the penalties of 18 Pa. C.S. § 4904 (relating to unsworn
falsification to authorities).
Signature of Petitioner
* Corporate petitioners must complete bracketed information.
Certification of Counsel
The undersigned counsel hereby certifies that the foregoing Petition for Adjudication/
Statement of Proposed Distribution is a true and accurate reproduction of the form Petition
authorized by the Supreme Court, and that no changes to the form. have been made beyond the
responses herein.
Signature of Counsel for Petitioner
Form OC-01 rev. 10.13..06 Page 10 of 10
T!:e Patriot-News Co.
'812 Market St..
:-~arr~sburg, PA 17101
Inquiries - 717-255-8213
R. MARK THOMAS
ATTN: JOETTE L. MCGOWEN
101 SOUTH MARKET STREET
MECHANICSBURG
PA 17055
c~he ~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
Leslie Kramer, being duly sworn according to law, deposes and says:
That she is a Staff Accountant of The Patriot News Co., a corporation organized and existing under the laws of the
Commonwealth of Pennsylvania, with its principal office and place of business at 812 to 818 Market Street, in the City of
Harrisburg, County of Dauphin, State of Pennsylvania, owner and publisher of The Patriot-News and The Sunday Patriot-News
newspapers of general circulation, printed and published at 812 to 818 Market Street, in the City, County and State aforesaid; that
The Patriot-News and The Sunday Patriot-News were established March 4th, 1854, and September 18th, 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 and published in their regular
daily and/or Sunday/ Metro editions which appeared on the date(s) indicated below. That neither she nor 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 she has personal knowledge of the facts aforesaid and is duly authorized and empowered to verify this statement on
behalf of The Patriot-News Co. aforesaid by virtue and pursuant to a resolution unanimously passed and adopted severally by the
stockholders and board of directors of the said Company and subsequently duly recorded in the office for the Recording of Deeds
in and for said County of Dauphin in Miscellaneous Book "M", Volume 14, Page 317.
PUBLICATION COPY
' ESTATE~NOTICE
Letters Testamentary on the Estate of '
Bernice 1. Plyley, -late of Carlisle, South
Middleton Township, Cumberland Coun-
ty, Pennsylvania, deceased, have been
granted to the andersl9ned,'all persons
knowlnp themselves to be Indebted to
sold estate will make payment Immedl-
ately and those havln~ claims will Ares-'
ent, them for' settlement to:.,Susan L.+
Kemp, .1204- `Pheasant Drive ,South,
Carlisle, PA 17013..:. s ~,
R. N1ark.Thof~ds ; ~, ~"
. ' ' Attorney at Caw
101 South Market Street
Mechanlcsburo, PA 17055
This ad # 0002006124 ran on the dates shown below:
September 04, 2009
September 11, 2009
September 18, 2009
Sworn to and subscribed before me this 23 day of September, 2009 A. D.
~ ~
~ ~~ Notary ~uk~li
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