HomeMy WebLinkAbout08-17-11.~;z,~ ~~A~~
DECEDENT'S ESTATE
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COURT OF COMMON PLEAS OF
CUMBERLAND COUNTY, PENNSYLVANIA `"~
ORPHAN'S COURT DIVISION -~-'~ .,..
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ESTATE OF MAE E. MARTIN, DECEASED c:
No: 21-10-0263
PETITION FOR ADJUDICATION/
STATEMENT OF PROPOSED DISTRIBUTION
PURSUANT TO Pa. O.C. Rule 69
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.
INCLUDE ATTACHMENTS AT THE BACK OF THIS FORM
Name of Counsel: Stephen D. Tilev_
Supreme Court I.D. No.: 32318
Name of Law Firm: Frey and Tiley
Address: 5 South Hanover Street, Carlisle PA 17013
Telephone: 717-243-5838
Fax: 717-243-6441
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Form OC-01 rev. 10.13.06 Page I of 8
Estate of Mae E. Martin, Deceased
Name(s) and address(es) of Petitioner(s):
Name: Carol J. Luciani
Address: 836 Fishburn Road, Hershey PA 17033
Identify any executors or administrators who have not joined in the Petition for
Adjudication and Statement of Proposed Distribution and state reason:
None.
Is this the first accounting by this fiduciary ................................ X Yes No
If not, identify prior accountings, the accounting periods covered, and the date of
Adjudication of the prior accounting.
2. Decedent died on March 5, 2010.
X Letters Testamentary or Letters of Administration were granted to
Petitioner(s) on March 17.2010
Date of Will (if applicable): July 24, 2009
Date(s) of Codicil(s) (if applicable): N/A
Date of probate (if different from date Letters granted): Same
Was a bond required? Yes X No If yes, state amount
Are proofs of advertising of the grant of Letters attached?........., X Yes No
Dates of advertising of the grant of Letters:_Cumberland Law Journal: May 28 and June
4 & I1, 2010; The Sentinel: May 20 & 27 and June 3 2010
3. Was decedent survived by a spouse? .................................. Yes X No
If yes, name of the surviving spouse
4. Has the surviving spouse filed to take an elective share? N/A Yes No
(See Section 2201 et sea. of the Probate Estates and Fiduciaries Code)
Form OC-01 rev. 10.13.06 Page 2 of 8
Estate of Mae E. Martin, Deceased
If yes, date of election: N/A
5. In the case of 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)?........._Yes X No
Were any children born to decedent after execution of
Will of Codicil(s)? ..................................................................... Yes X 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? ..................N/A................. Yes No
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. Notice Given and Attached
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. (Listed at item 9)
Notice Given and Attached. See Appendix 1 for names and addresses.
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. N/A
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. N/A
Form OC-01 rev. 10.13.06 Page 3 of 8
Estate of Mae E. Martin, Deceased
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.
Notice Given and Attached
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):
Name and Addres of Each Partv in Interest Relationship and Comments if any Interest
See Appendix 1 Attached hereto
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.
N/A
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),
N/A
D. If distribution is to be made to the personal representative of a deceased party,
state date of death, date and place of grant of Letters and type of Letters
granted.
N/A
Farm OC-01 rev. 10.13.06 Page 4 of 8
Estate of Mae E. Martin, 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
N/A 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.
N/A
11. Was family exemption claimed? ................................. Yes X No
Was family exemption allowed? ................N/A................. Yes X10
Family exemption claimant's name and relationship:
Name: N/A Relationship:,
12. The amount of Pennsylvania Transfer Inheritance Tax and additional Pennsylvania
Estate Tax paid, the date(s) of payment(s), and the interest(s) upon which paid, are as
follows:
Date
Payment
Interest
4/15/2011 $13 472.75 ($157 85 Paid by Counsel)
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 X No
Form OC-01 rev. 10.13.06 Page 5 of 8
Estate of Mae E. Martin, Deceased
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:
N/A
B. Has notice of the question requiring adjudication been given
to the parties identified in Paragraph 9 above?......N/A..... 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.
N/A
16. Had the decedent been adjudicated an
incapacitated person? ........................................................... Yes X No
If yes, attach a copy of the Order if available; otherwise state the Court,
term, number, date, and name of Hearing Judge.
N/A
17. A. List or attach a separate list of additional receipts and disbursement 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 N/A Yes No
18. If a reserve is requested, state amount and purpose.
Form OC-01 rev. 10.13.06 Page 6 of 8
Estate of Mae E. Martin, Deceased
Amount.• NOne
Purpose: N/A
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? ..............N/A................. Yes No
If so, attach a copy of the notice. Describe in Account.
19.
Is the Court being asked to direct
the filing of a Schedule of Distribution? .............1V/A................ Yes No
As to real estate only? .......................N/A................................ Yes No
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 Distribution(s)
Amount/Proportion
Carol J. Luciani 1/3 Residua
ShippensburQ University Foundation 1/3 Residuary
WITF 1 /3 Residuary
B. Principal:
Proposed Distribution(s)
Amount/Proportion
Carol J. Luciani 1 /3 Residuary
ShiypensburQ University Foundation 1 /3 Residuary
WITF 1 /3 Residuary
For Beneficiaries of Specific Bequests See Paragraphs 1 2 and 3 of Appendix 1.
Form OC-01 rev. 10.13.06
Page 7 of 8
Estate of Mae E. Martin, Deceased
Submitted By:
(All Petitioners must sign,
Add additional lines if necessary):
(, ~
Carol J. Luciani
Verification of Petitioner
(Verification must be by at least one petitioner.)
The undersigned hereby verifies * [that she is Executrixof the above-named Estate of
Mae E. Martin 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).
r' ~ ~ ~
Carol J. Luciani
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.
Stephen 1~. Tiley, Esquire
Form OC-Ol rev. 10.13.06 Page 8 of 8
ESTATE OF MAE E. MARTIN, DECEASED
APPENDIX 1
PETITION FOR ADJUDICATION
1) Specific Bequests of Tangible Personal Property
Will Paragraph Third (See Copy of Will Attached as
Exhibit "A" and Appraisal Attached as Exhibit "B"
to First and Final Account.)
a) Alicia Jean Luciani
6802 Clubhouse Drive, Apt. D
Harrisburg„ PA 17112
b) Doris D. Walters
2118 South Eastwood Drive
Joplin, MO 64801
c) Carol J. Luciani
836 Fishburn Road
Hershey, PA 17033
d) Joseph Luciani
836 Fishburn Road
Hershey, PA 17033
e) James Albert Luciani
607 Lopax Road, Apt. S3
Harrisburg, PA 17112
f) David Seitz
1050 Willow Street
Kelso, WA 98626
g) Grace E. Terry -Lapse as Pre-Deceased
h) Don E. Elliott
206409 Anndyke Way
Germantown, MD 20878
i) Ross D. Elliott
26 Sabastian Blvd.
Gaithersburg, MD 20878
Estate of Mae E. Martin Appendix 1 to Petition for Adj Mae Martin.xls
265.00
150.00
2,700.50
15.50
17.00
400..00
0.00
10.00
5.00
Page 1
2) Specific Bequest of Money -Will paragraph Thrid (j)
Agnes C. Goudie 1,000.00
60 Magaw Avenue
Carlisle, PA 17015
3) Specific Bequests of Money -Will paragraph Fourth
a) Lucy J. Tanner 5,000.00
33 Rockwood Road, Apt. 44
Norfolk, MA 02056
b) Alicia Jean Luciani 5,000.00
6802 Clubhouse Drive, Apt. D
Harrisburg„ PA 17112
c) James Albert Luciani 5,000.00
607 Lopax Road, Apt. S3
Harrisburg, PA 17112
d) Don E. Elliott 5,000.00
206409 Anndyke Way
Germantown, MD 20878
e) Ross D. Elliott 5,000.00
26 Sabastian Blvd.
Gaithersburg, MD 20878
f) Grace E. Terry -Lapse as Pre-deceased 0.00
g) The Biship Henry Hobson Memorial Fund 5,000.00
300 West Fourth Street
Cincinnati, OH 45202
Total Specific Bequests 34,563.00
Estate of Mae E. Martin Appendix 1 to Petition for Adj Mae Martin.xls page 2
4) Residuary Bequests -Will paragraph Fifth
a) Carol J. Luciani 1/3 Residuary
836 Fishburn Road
Hershey, Pennsylvania 17033
b) Shippensburg University Foundation 1/3 Residuary
1871 Old Main Drive
Shippensburg, Pennsylvania 17257
c) WITF - 1/3 Residuary 1/3 Residuary
4801 Lindle Road
Harrisburg, Pennsylvania 17111
Estate of Mae E, Martin Appendix 1 to Petition for Adj Mae Martin.xls Paae 3
PROOF OF PUBLICATION OF NOTICE
IN CUMBERLAND LAW JOURNAL
(Under Act No. 587, approved May 16, 1929), P. L.1784
COiYIMONWEALTH OF PENNSYLVANIA
COUNTY OF CUMBERLAND
ss.
Lisa Marie Coyne, Esquire, Editor of the Cumberland Law Journal, of the County and
State aforesaid, being duly sworn, according to law, deposes and says that the Cumberland Law
Journal, a legal periodical published in the Borough of Carlisle in the County and State aforesaid,
was established January 2, 1952, and designated by the local courts as the official legal
periodical for the publication of all legal notices, and has, since January 2, 1952, been regularly
issued weekly in the said County, and that the printed notice or publication attached hereto is
exactly the same as was printed in the regular editions and issues of the said Cumberland Law
Journal on the following dates,
vlz:
_ Mav 28, June 4 & June 11 2010
Affiant further deposes that he is authorized. to verify this statement by t:he Cumberland
L,aw Journal, a legal periodical of general circulation, and that he is not interested in the subject
matter of the aforesaid notice or advertisement,'and that all allegations in the foregoing
statements as to time, place and character of publication are true.
~~-~t_~~ ~~-
isa Marie Coyne,~ditor
Willits, Frederick B., Jr., deed.
Late of the Borough of Carlisle.
Executrix: Joan K. Willits e/o
Stephen D. Tiley, 5 South Hanover
Street, Carlisle, PA 17013.
Attorneys: Frey and Tiley.
.~
SWORN TO AND SUBSCRIBED before me this
11 day of June 2010
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Notary
NOTARIAL SEAL
DEBORAH A COLLINS
Notary Public
CARLISLE BOROUGH, CUMBERLAND COUNTY
My Commission Expires Apr 28, 2014
PROOF OF PUBLICATION
State of Pennsylvania, County of Ctiimberland
Iames Kleinklaus, Director of Sales and Marketing of The Sentinel, of the County and
State aforesaid, being duly sworn, deposes and says that THE SENTINEL, a newspaper
of general circulation in the Borough of Carlisle,. County and State aforesaid, was
established December 13,1881, since which date THE SENTINEL has been regularly
issued in said County, and that the printed notice or publication attached hereto is
exactly the same as was printed and published in the regular editions and issues of
THE SENTINEL on the following day(s):
May 20, May 27 and Tune 3 2010
COPY OF NOTICE OF PUBLICATION
EXECUTRIX NOTICE
Letters Testamentary in the Estate of FREDERICK B. WILLITS, JR.,
-` Deceased, late of the Borough,of.Carlisle, Cumberland County,.
Pennsylvania, have been granted to the undersigned.
i All persons knowing themselves to be indebted 4o said Estate will make
payment Immediately, and those having claims will present them for
settlemenYto:
Joan K. Willits, Executrix
c/o Stephen D. Tiley, Esquire
5 South Hanover Street
Carlisle, Pennsylvania 17013
Fray and Tiley
Attorneys .
Affiant further deposes that he/she is not
interested in the subject matter of the
aforesaid notice or advertisement, and that
all allegations in the foregoing statement as
to time, place and character of publication
are true. % ~ r
Sworn to and subscribed before me this
~~~
IN RE: ESTATE OF MAE E. MARTIN, DECEASED
TO: ALL PARTIES IN INTEREST:
AUDIT NOTICE
The First and Final Account and Proposed Schedule of Distribution of Carol J. Luciani,
Executrix under the Last Will and Testament dated July 24, 2009, of Mae E. Martin, Deceased,
has been filed with the Clerk of the Orphans' Court Division of the Court of Common Pleas of
Cumberland County, Pennsylvania, and will be called for audit before the Honorable Judges of
said Court on TUESDAY, OCTOBER 11, 2011, at 9:30 a.m. in Court Room Na,1 of the
Cumberland County Courthouse, One South Hanover Street, Carlisle, Pennsyivania 17013.
Your interest in the Estate consists of:
A specific bequest set forth at paragraph Third of the'~II.
Objections to an account or to the statement of proposed
distribution, or both, must be filed in writing by not later than 9:00
a.m. (prevailing time) of the date fixed for confirmation unless
otherwise permitted by the Court prior to confirmation. A copy of
the Objections shall be served on the accountant or the
accountant's attorney.
(The Executor or Executrix is the "Accountant" as described in the Rules.)
The Court will be asked to approve the Account and Proposed Schedule of Distribution
as stated and to make awards in accordance with the provisions of the Will of Mae E. Martin,
Deceased. Copies of the Account and Will are enclosed.
It is not necessary that you or your counsel appear at the audit. However, if you have
any objections to any items in the Account and Proposed Schedule of Distribution, or if you
disagree with the position the accountant has taken on any claim, it is necessary that you file
them in writing as described above. You should also appear at the time and place stated
above in person or by counsel. Otherwise the Court will assume that you have no objection
and may approve the Account and Proposed Schedule of Distribution as stated.
If you have any questions regarding the contents of this letter, the Account and
Proposed Schedule of Distribution of the Executrix, or the Will of Mae E. Martin, Deceased,
please contact the undersigned.
Dated: August ~,', ~~ , 2011 - ~ ~:.,,~1~.- -='h' . ~.- . •~;;
Stephen . Tiley, Esquire
Attorney for Executrix
5 South Hanover Street
Carlisle, PA 17013
(717) 243-5838
IN RE: ESTATE OF MAE E. MARTIN, DECEASED
TO; ALL PARTIES IN INTEREST;
AUDIT NOTICE
The First and Final Account and Proposed Schedule of Distribution of Carol J. Luciani.
Executrix under the Last Will and Testament dated July 24, 2009, of Mae E. Martin, Deceased,
has been filed with the Clerk of the Orphans' Court Division of the Court of Common Pleas of
Cumberland County, Pennsylvania, and will be called for audit before the Honorable Judges of
said Court on TUESDAY, OCTOBER 11, 2011, at 9:30 a.m. in Court Room No.1 of the
Cumberland County Courthouse, One South Hanover Street, Carlisle, Pennsylvania 17013.
Your interest in the Estate consists of:
A specific bequest set forth at paragraph Fourth of the Will.
Cumberland County Rules provide as follows;
Objections to an account or to the statement of proposed
distribution, or both, must be filed in writing by not later than 9:00
a.m. (prevailing time) of the date fixed for confirmation unless
otherwise permitted by the Court prior to confirmation. A copy of
the Objections shall be served on the accountant or the
accountant's attorney.
(The Executor or Executrix is the "Accountant" as described in the Rules.)
The Court will be asked to approve the Account and Proposed Schedule of Distribution
as stated and to make awards in accordance with the provisions of the Will of Mae E. Martin,
Deceased. Copies of the Account and Will are enclosed.
It is not necessary that you or your counsel appear at the audit. However, if you have
any objections to any items in the Account and Proposed Schedule of Distribution, or if you
disagree with the position the accountant has taken on any claim, it is necessary that you file
them in writing as described above. You should also appear at the time and place stated
above in person or by counsel. Otherwise the Court will assume that you have no objection
and may approve the Account and Proposed Schedule of Distribution as stated.
If you have any questions regarding the contents of this letter, the Account and
Proposed Schedule of Distribution of the Executrix, or the Will of Mae E. Martin, Deceased,
please contact the undersigned.
Dated: August > ~~ , 2011 ~~/, r~~ _ 4i`
Stephen D. Tiley, Esquire
Attorney for Executrix
5 South Hanover Street
Carlisle, PA 17013
(717) 243-5838
IN RE: ESTATE OF MAE E. MARTIN, DECEASED
TO: ALL PARTIES IN INTEREST:
AUDIT NOTICE
The First and Final Account and Proposed Schedule of Distribution of Carol J. Luciani,
Executrix under the Last Will and Testament dated July 24, 2009, of Mae E. Martin, Deceased.
has been filed with the Clerk of the Orphans' Court Division of the Court of Common Pleas of
Cumberland County, Pennsylvania, and will be called for audit before the Honorable Judges of
said Court on TUESDAY, OCTOBER 11, 2011, at 9:30 a.m. in Court Room No.1 of the
Cumberland County Courthouse, One South Hanover Street, Carlisle, Pennsylvania 17013,
Your interest in the Estate consists of:
One-third of the residuary of the estate pursuant to paragraph Fifth of the 'JVill.
Cumberland County Rules provide as follows:
Objections to an account or to the statement of proposed
distribution, or both, must be filed in writing by not later than 9:00
a.m. (prevailing time) of the date fixed for confirmation unless
otherwise permitted by the Court prior to confirmation. A copy of
the Objections shall be served on the accountant or the
accountant's attorney.
(The Executor or Executrix is the "Accountant" as described in the Rules.)
The Court will be asked to approve the Account and Proposed Schedule of Distribution
as stated and to make awards in accordance with the provisions of the Will of Mae E. Martin,
Deceased. Copies of the Account and Will are enclosed.
It is not necessary that you or your counsel appear at the audit. However. if you have
any objections to any items in the Account and Proposed Schedule of Distribution, or if you
disagree with the position the accountant has taken on any claim, it is necessary that you file
them in writing as described above. You should also appear at the time and place stated
above in person or by counsel. Otherwise the Court will assume that you have no objection
and may approve the Account and Proposed Schedule of Distribution as stated.
If you have any questions regarding the contents of this letter, the Account and
Proposed Schedule of Distribution of the Executrix, or the Will of Mae E. Martin, Deceased,
please contact the undersigned.
,~`
Dated: August r ,y , 2011 ~'~ ~~~ ~ l'` °~ '`~' `F
Stephen D. Tiley, Esquire
Attorney for Executrix
5 South Hanover Street
Carlisle, PA 17013
(717) 243-5838
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FIRST AND FINAL ACCOUNT OF CAROL J. LUCIAI\~lii~
EXECUTRIX OF THE LAST WILL AND TESTAMEI~~' Ur'' ~ ~ ~ ~~' 1
MAE E. MARTIN, LATE OF SOUTH MIDDLETON TOWN IP
CUMBERLAND COUNTY, PENNSYLVANIA, DECE~i~~7R(~~ ! ;F=
DATE OF DEATH: LETTERS TESTAM~'ARYADV~>~~ISED:
March 5, 2010
FILE NO.:
21-10-0263
CUMBERLAND LAW JOURNAL
May 28 and June 4 & 11, 2010
THE SENTINEL
May 20 & 27 and June 3, 2010
PRINCIPAL RECEIVED -TANGIBLE PERSONAL PROPERTY
Accountant charges herself with the following principal amounts received:
Date
2010
5-Mar Specific Bequest to Alicia Jean Luciani
Paragraph Third(a) of Last Will and Testament
See Exhibits "A"& "B" attached to First & Final Account 265.00
5-Mar Specific Bequest to Doris D. Walters
Paragraph Third(b) of Last Will and Testament
See Exhibits "A"& "B" attached to First & Final Account 150.00
5-Mar Specific Bequest to Carol J. Luciani
Paragraph Third(c) of Last Will and Testament
Household Property and 1999 Toyota Camry Automobile
See Exhibits "A"& "B" attached to First & Final Account 2,700.50
5-Mar Specific Bequest to Joseph Luciani
Paragraph Third(d) of Last Will and Testament
See Exhibits "A"& "B" attached to First & Final Account 15.50
5-Mar Specific Bequest to James Albert Luciani
Paragraph Third(e) of Last Will and Testament
See Exhibits "A"& "B" attached to First & Final Account 17.00
5-Mar Specific Bequest to David Seitz
Paragraph Third(f) of Last Will and Testament
See Exhibits "A"& "B" attached to First & Final Account 400.00
Estate of Mae E. Martin 1st & final Mae E. Martin 8.S.ll.xls Page 1
v, """
Accrued interest to DOD 5.00
5-Mar Members 1 st Account No.: 360135:
Checking Account - 0011 0.00
Accrued interest to DOD 0.00
Savins Account - 0000 10.00
Accrued interest to DOD 0.00
Certificate of Deposit - 0040 50,507.53
Accrued interest to DOD 100.00
Certificate of Deposit -0041 50,523.07
Accrued interest to DOD 100.00
5-Mar Two (2) Shares WGL Holdings, Inc.
(Washington Gas Light Company) 67.02
20-Apr John Hancock Life Insurance Company
Refund of unused long term care insurance premium 980.07
14Jun Wycliffe Bible Translators -Gift Annuity 210.00
14Jun Florence E. Reddie Irrevocable Trust
PNC Wealth Management 348.61
18-Aug Refund -Travelers -Auto Insurance 294.76
15-Oct Prudential Securities Administrative Proceeding (Class Action) 10.00
19-Oct CitiBank -Credit Card Refund 55.73
24-Nov Lincoln Financial -Death Benefit 1,000.00
2011
11-Apr Cumberland Crossings Cottage Occupancy Agreement 127,213.20
Refund due under agreement, upon resale of unit
at 59 Magaw Avenue, South Middleton Township, PA
(Transfer of Possession of July 31, 2010)
15-Apr Social Security Death Benefits (Received 2/24/11) 162.00
15-Apr Shippensburg University Foundation -Gift Annuity Checks 400.00
Check Dated 9/25/08 for $200.00
Check Dated 12/31/08 for $200.00
19-May Refund -Internal Revenue Service -Year 2009 Form 1040 3,316.00
Estate of Mae E . Martin 1st & final Mae E. Martin 8.S.1 l.xls Page 3
2-Jun Refund -Internal Revenue Service -Year 2010 Form 1040 1,338.00
TOTAL PRINCIPAL RECEIVED -OTHER PERSONAL PROPERTY: 306,164.75
INCOME RECEIVED
Accountant charges herself with the following income amounts received:
Date
2010
26-Mar Gift Annuity Income Payment -Episcopal Church 207.50
Automatic Deposit to Orrstown Bank Checking Account
29-Mar Gift Annuity Income Payment -World Wildlife Federation
Automatic Deposit to M&T Bank Checking Account 212.50
31-Mar Interest -Estate Checking Account 0.02
1-Apr United States Treasury -Civil Service Monthly Pension 1,509.97
Automatic Deposit to Orrstown Bank Checking Account
11-Apr Interest - Orrstown Bank Personal Checking Account 0.05
12-Apr Close Orrstown Bank CD #4000033455
Accrued Interest from DOD to date of close 53.07
30-Apr United States Treasury -Civil Service Monthly Pension 1,509.97
Automatic Deposit to Orrstown Bank Checking Account
2-May Interest -Estate Checking Account 0.20
10-May Interest - Orrstown Bank Personal Checking Account O,Oq.
11-May Refund -April Civil Service Pension Payment (1,509.97)
11-May Refund -April Civil Service Pension Payment (1,509.97)
18-May WGL Holdings -Dividend 0.76
31-May Interest -Estate Checking Account 0.28
Estate of Mae E. Martin 1st & final Mae E. Martin 8.S.ll.xls Page 4
2-Jun Gift Annuity Income Payment -American Bible Society 207.50
Automatic Deposit to Orrstown Bank Checking Account
10-Jun Interest - Orrstown Bank Personal Checking Account 0.03
14-Jun WGL Holdings -Dividend -Reissued Check 3.67
15-Jun Close Orrstown Bank CD #4000033456
Accrued Interest from DOD to date of close 447.85
30-Jun Interest -Estate Checking Account 1.08
11-Jul Interest - Orrstown Bank Personal Checking Account 0.02
1-Aug Interest -Estate Checking Account 1.28
10-Aug Interest - Orrstown Bank Personal Checking Account 0.03
18-Aug Close Orrstown Bank Personal Checking # 108-004553
Interest - Orrstown Bank Personal Checking Account 0.01
18-Aug Close M&T Bank Personal Checking Account
No.: 3740921055 -Non-Interest Beariing 0.00
18-Aug Close Members 1 st Accounts -Accrued Interest to DOD:
No.: 0011 -Checking -Zero Balance 0.00
No.: 0000 -Savings - No accrued Interest 0.00
No.: 0040 - CD 182.42
No.: 0041- CD 531.03
31-Aug Interest -Estate Checking Account 2.45
30-Sep Interest -Estate Checking Account 5.45
5-Oct Gain (Loss) on sale of Two Shares WGL Holdings Inc. 4.20
31-Oct Interest -Estate Checking Account 5.22
30-Nov Interest -Estate Checking Account 2.79
31-Dec Interest -Estate Checking Account 2.50
2011
31-Jan Interest -Estate Checking Account 2.50
28-Feb Interest -Estate Checking Account 2.26
31-Mar Interest -Estate Checking Account 2.50
Estate of Mae E . Martin 1st & final Mae E. Martin 8.S.ll.xls Page 5
1-May Interest -Estate Checking Account 3.84
31-May Interest -Estate Checking Account 0 ~
2-Jun Refund -American Bible Society Gift Annuity interest payemnt
direct deposited June 2, 2010. (207.50)
30-Jun Interest -Estate Checking Account 0.73
31-Jul Interest -Estate Checking Account 0.76
(Account Taken Off Interest -July 31st is Final Interest)
TOTAL INCOME RECEIVED 1,677.68
DISBURSEMENTS
Accoutant claims credit for the following amounts paid:
Date
2010
15-Mar CenturyLink -Electronic Payment 72.54
Orrstown Bank Personal Checking
17-Mar UGI Utilities -Electronic Payment 188.93
Orrstown Bank Personal Checking
12-Apr Pledge gift to WBT, Inc. 20.00
Automatic Debit from Orrstown Personal Checking
12-Apr Pledge gift to Saint John's Episcopal Church 250.00
Automatic Debit from Orrstown Personal Checking
12-Apr Commonwealth of Pennsylvania
Payment on Account of 2009 Personal Income Tax 165.00
12-Apr Egger Funeral Home 361.25
12-Apr Cumberland Crossings -Nursing Care 4,342.74
12-Apr Robert C. Cairns, Tax Collector -Per Capita Tax 4.90
Estate of Mae E. Martin 1st & final Mae E. Martin 8.S.ll.xls Page 6
12-Apr Register of Wills -Probate Fee
Reimburse Frey and Tiley 365.50
12-Apr Carol J. Luciani -Reimburse for Miscellaneous Pre & Post
Death Expenses (Clothes and Food) 212.96
12-Apr West Shore EMS -Ambulance 283 82
14Apr UGI Utilities -Electronic Payment 37.01
Orrstown Bank Personal Checking
15-Apr CenturyLink -Electronic Payment 71.81
Orrstown Bank Personal Checking
20-Apr Check Printing Fee -Estate Checking Account 19.75
28-Apr Carol J. Luciani -Reimburse for Mailing Expenses for
personal property 170.03
3-May First Energy (Electric) 20.24
Automatic payment from M&T Bank Personal Checking
10-May Pledge gift to WBT, Inc. 20.00
Automatic Debit from Orrstown Personal Checking
14May UGI Utilities -Electronic Payment 61.62
Orrstown Bank Personal Checking
17-May CenturyLink -Electronic Payment 72 72
Orrstown Bank Personal Checking
18-May Saint John's Episcopal Church -Funeral Luncheon 125.50
18-May Carol J. Luciani -Reimburse for Joe C. Hoke Auctioneer
Appraisal of Personal Property 75.00
18-May Diakon Luthern Social Ministries
Cumberland Crossings -May Maintenance Fees 1 092.00
1-Jun First Energy (Electric) 20.19
Automatice payment from M&T Bank Personal Checking
14Jun Cumberland Crossings -Unit Maintenance 1 006.00
14-Jun CenturyLink -Electronic Payment 72.41}
Orrstown Bank Personal Checking
14-Jun UGI Utilities -Electronic Payment 20.18
Orrstown Bank Personal Checking
Estate of Mae E. Martin 1st & final Mae E. Martin 8.S.1 l.xls Page 7
30-Jun First Energy (Electric) 20.91
Automatice payment from M&T Bank Personal Checking
14-Jul UGI Utilities -Electronic Payment 12.35
Orrstown Bank Personal Checking
29-Jul Refund - CenturyLink $39.75 (39.75)
2-Aug First Energy (Electric) 24.34
Automatice payment from M&T Bank Personal Checking
17-Aug Frey & Tiley -Reimburse -Total $270.54
Two Short Certificates 8.00
Advertising -The Sentinel 187.54
Advertising -Cumberland Law Journal 75.00
17-Aug Wycliffe Foundation -Refund of post-death interest payment
made on Gift Annuity 210.00
13-Aug UGI Utilities -Electronic Payment 11.05
Orrstown Bank Personal Checking
18-Aug UGI Utilities, Inc. 16.00
18-Aug Met-Ed -First Energy (Electric) 51.65
18-Aug Cumberland Crosings -Unit Maintenance 1,066.60
Final Monthly Maintenace Fee and Trash Removal
18-Aug Frey & Tiley -Three Short Certificates 12.00
15-Oct Refund -UGI Utilities (11.05)
19-Oct Register of Wills -Short Certificate 4.00
17-Dec Refund Homeowners Insurance -The Hanford Ins. Co. (77.00)
2011
3-Feb Refund - Dr. Leonard's (7 74)
15-Apr Frey & Tiley -Reimburse for Short Certificates 8.00
15-Apr Florence E. Reddie Irrevocable Trust 348.61
Refund Check Dated 5/20/10 Deposited 6/14/10
15-Apr St. John's Episcopal Church (Fulfill Pledge) 2,370.00
Estate of Mae E . Martin 1st & final Mae E. Marlin 8.S.ll.xls Page 8
15-Apr Pennsylvania Department of Revenue
Final Personal Tax Return -Year 2010 PA-40 68.00
15-Apr United States Treasury
Year 2010 Fiduciary Income Taxes -Form 1041 142.00
15-Apr Pennsylvania Department of Revenue
Year 2010 Fiduciary Income Taxes - PA-41 38.00
15-Apr Register of Wills, Agent -Inheritance Tax on Account 13,472.75
15-Apr Carol J. Luciani -Executrix Commission 12,299.07
15-Apr Frey & Tiley -Attorney's Fees 9,500.00
18-Apr Frey & Tiley -Reimburse for Advance to Register of Wills
for filing fee for Inheritance Tax Return 15.00
18-Apr Register of Wills -Additional Probate Fee Due 50.00
5-Aug Register of Wills, -Filing Fee for Account 230.00
TOTAL DISBURSEMENTS 49,257.46
RECAPITULATION
Total Principal Received -Tangible Personal Property 4,363.00
Total Principal Received -Other Personal Property 306 164.75
Total Income Received 1,677.68
Total Receipts 312,205.43
Less Total Disbursements 49,257.46
Balance for Distribution 262,947.97
Estate of Mae E. Martin 1st & final Mae E. Martin 8.S.ll.xls Page 9
PROPOSED
SCHEDULE OF DISTRIBUTION
1) Specific Bequests of Tangible Personal Property
Will Paragraph Third (See Copy of Will Attached as
Exhibit "A" and Appraisal Attached as Exhibit "B")
a) Alicia Jean Luciani
6802 Clubhouse Drive, Apt. D
Harrisburg„ PA 17112
b) Doris D. Walters
2118 South Eastwood Drive
Joplin, MO 64801
c) Carol J. Luciani
836 Fishburn Road
Hershey, PA 17033
d) Joseph Luciani
836 Fishburn Road
Hershey, PA 17033
e) James Albert Luciani
607 Lopax Road, Apt. S3
Harrisburg, PA 17112
f) David Seitz
1050 Willow Street
Kelso, WA 98626
g) Grace E. Terry -Lapse as Pre-Deceased
h) Don E. Elliott
206409 Anndyke Way
Germantown, MD 20878
i) Ross D. Elliott
26 Sabastian Blvd.
Gaithersburg, MD 20878
Estate of Mae E. Martin 1st & final Mae E. Martin 8.S.ll.xls
265.00
150.00
2,700.50
15.50
17.00
400.00
0.00
10.00
5.00
Page 10
2)
Specific Bequest of Money -Will paragraph Thrid (j)
Agnes C. Goudie
60 Magaw Avenue
Carlisle, PA 17015
3)
Specific Bequests of Money -Will paragraph Fourth
a) Lucy J. Tanner
33 Rockwood Road, Apt. 44
Norfolk, MA 02056
b) Alicia Jean Luciani
6802 Clubhouse Drive, Apt. D
Harrisburg„ PA 17112
c) James Albert Luciani
607 Lopax Road, Apt. S3
Harrisburg, PA 17112
d) Don E. Elliott
206409 Anndyke Way
Germantown, MD 20878
e) Ross D. Elliott
26 Sabastian Blvd.
Gaithersburg, MD 20878
f) Grace E. Terry -Lapse as Pre-deceased
g) The Biship Henry Hobson Memorial Fund
300 West Fourth Street
Cincinnati, OH 45202
~ror~F is 'I ~ i~1 1$'.. ,
Total Specific Bequests:
Residuary:
Estate of Mae E. Martin 1st & final Mae E. Martin 8.S.1 l.xls
1,000.00
5,000.00
5,000.00
5,000.00
5,000.00
5 ,000.00
0.00
5,000.00
34,563.00
228,384.97
Page 11
4) Residuary Bequests -Will paragraph Fifth
a) Carol J. Luciani - 1/3 Residuary 76,128.32
836 Fishburn Road
Hershey, Pennsylvania 17033
Miscellaneous Tangible Personal Property
See Appraisal Attached as Exhibit "B" 800.00
Partial Distribution -October 19, 2010 25,000.00
Partial Distribution -April 18, 2011 45,000.00
Final Distribution Upon Confirmation of Account: 5,328.32
Total: 31,128.32
b) Shippensburg University Foundation - 1/3 Residuary 76,128.32
1871 Old Main Drive
Shippensburg, Pennsylvania 17257
Partial Distribution -October 19, 2010 25,000.00
Partial Distribution -April 18, 2011 45,000.00
Final Distribution Upon Confirmation of Account: 6,128.32
Total : 31,128.32
c) WITF - 1/3 Residuary 76,128.33
4801 Lindle Road
Harrisburg, Pennsylvania 17111
Partial Distribution -October 19, 2010 25,000.00
Partial Distribution -April 18, 2011 45,000.00
Final Distribution Upon Confirmation of Account: 6,128.33
Total: 31,128.33
TOTAL SPECIFIC: 34,563.00
TOTAL RESIDUARY: 228,384.97
EQUALS TOTAL BALANCE FOR DISTRIBUTION: 262,947.97
Estate of Mae E. Martin 1st & final Mae E. Martin 8.S.ll.xls Page 12
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF CUMBERALND
SS..
Before me, the undersigned officer, personally appeared Carol J. Luciani
Executrix of the Last Will and Testament of Mae E. Martin, Deceased, who, being duly sworn
according to law, desposes and says that the foregoing First and Final Account and Proposed Schedule
are true and correct to the best of his knowledge, information and belief.
Sworn to and subscribed before me
~ TL
this "day of ~>,, s~ I,iS'~ ;~ ~/ ~
~, ~ -
Tti of 1~ENrlsvLVANU-
NOTARIAL SENT.
~M A. LIESS, Notary l~tT~
IdflNs. cumeatand QDUI+Iy p1
an Expires Mry ZD, 7014
Estate of Mae E. Martin 1st & final Mae E. Martin B.S.ll.xls Page 13
LAST ir~~lLL AID TESTAf~Et~lT
OF
fVtAE E. NfARTII~E
I, Mae E, t-~Eartin, of South Middleton Township (59 Magaw Avenue, Carlisle),
Cumberland County, Pennsylvania 17015, being of sound and disposing mind, memory
and understanding, do hereby make, publish and declare this as and for my Last Will
and Testament, hereby revolting and making void any and all Wills and Codicils
heretofore made.
FIRST
my death as maybe conven aril t I adv she my Executrix that I have p evio sly made er
arrangements with Ewing Brothers Funeral Home, Inc., of Carlisle, Pennsylvania.
(b) I direct that all federal and Pennsylvania estata taxes, Pennsylvania
inheritance taxes, and generation-skipping transfer tax payable as a result of my death,
not limited to taxes attributable to property passing under this Will, shall be paid by my
Executor from my residuary estate, including any part of my residuary estate that
otherwise qualifies for a deduction for federal estate tax purposes, however, no federal
or Pennsylvania estate tax, Pennsylvania inheritance tax, or generation-skipping
transfer tax shall be payable from or chargeable to any property that passes to my
surviving spouse, whether under this Will or otherwise, and that qua(ines for the federal
estate tax marital deduction. I direct my Executor not to seek reimbursement for any tax
so paid from any beneficiary under this Will, heir of mine, or other transferee of property
included in my gross estate.
(c) By the above direction I specifically intend to alter the statutory provisions
regarding the payment of inheritance~and any estate tax. All specific bequests shall be
• 3 specific bequest shat be paid out f my residuary esatate by my esiduary beneficiaries.
~~ I direct that a proportionate share of inheritance and any estate tax due as a result of
taxable gifts, be paid by the charitable, non-taxable, beneficiaries. Therefore, I direct
that my net estate before inheritance and estate tax be calculated, that the residuary
v bequests then be calculated, and the inheritance and any estate tax be calculated and
~ paid; but that thereafter, for distribution of my net estate, that total inheritance and
estate tax, together with any penalties br interest.thereon, be deducted from my net
estate, and then my after-tax net estate be distributed to my residuary beneficiaries
a pursuant to paragraph Fifth of this Will.
O
v
~,~ SECOND
(a) I declare that I am the widow of George F. Martin, who died on June 1.9,
1988, and that we had no children.
(b) I male the following non-binding request of my Executrix: That any
furnishings that are to be given away be given to the Samaritan Fellowship, of Carlisle,
Pennsylvania, if they will receive the same.
(c) For the purposes of this will, in determining whether a person has survived
me or survived another person, the person shall not be deemed to have survived if fie
or she dies within ninety (90) days of my death or of the death of the other person.
last N'il! and Tesramnu of A4ae E. A9anin
Page) of5
~ rt ,..:.-,.
~Ja. ,+h,n.~:~a
THEP.D
I make the following specific bequests:
(a) To my niece, Alicia Jean Lucianl, 636 Fishbum Road, I-lershey,
Pennsylvania 17D33, I give and bequeath six (6) place settings (five-piece) of my Peed
& Barton sterling silver flatware, Silver Wheat pattern,.plus servings pieces as follows:
One (1) meatforic, One (1) tablespoon, gravy ladle, butter Ivlife; 1 Lary-Boy leather
rocker-recliner, all photographs. and negatives not otherwise•specifically bequeathed; ail
oil paintings by Aunt Florence and Uncle Bob Reddie; 1 Y.aleidoscope; glass and crystal
bottles, pitchers and I:nicl:P.naclcs in bay window; and books of plays and sonnets by
Shakespeare. In the eventthat the said Alicia Jean Luciani should fail to survive me,
then i give and bequeath this property to my half sister, Carol J. Luciani, or if she should
fail to survive me, in equal shares to her issue, per stirpes.
(b) To my niece, Doris D. Walters, of 2116 South Eastwood Drive, Joplin,
Missouri, I give and bequeath six (6) place settings (five-piece) of my Peed & Barton
sterling silver flatware, Silver Wheat pattern, plus servings pieces as follows: 2
tablespoons and sugar shell. In the event that the said Doris D. Wafters.should fail to
survive me, then i give and bequeath this property to my nephew, Thomas Martin
Waiters, of 2118 South Eastwood Drive, Joplin, Missouri, or in equal shares to his issue,
per stirpes.
(c) To my half sister, Carol J. Lucianl, of 836 Fishbum Road, Hershey,
• Pennsylvania 17033, I give and bequeath the following personal property: T'rfFany lamp
shads; Dining room furniture consisting of table with 2 leaves, 3 armchairs, 3 side
chairs,. china cabinet, and table pads; Grandmother Eiliott's two-tone gold circle pin with
sapphire; Grandmother Elliott's rocidng chair, scrapbooks from Germany and Elliott
family Eible; pink Wedgwood heart-shaped pendant; bed linens, blankets, and towels;
all craft materials and collection of handbags; collection of music; diamond engagement
ring; microwave oven and all kitchenware; 1999 Toyota Camry automobile;1 small 2=
rawer chest (walnut finish);1 lingerie chest;1 oil painting by George Newman; 1 small
desk with 4 drawers (walnut finish); 1 lamp (double candelabra with hunting scene on
shade); 5 Hummel figurines; 1 Yamaha Clavinova piano; my Cheny bedroom furniture,
including bed (with~electnc unit), double dresser, chest of drawers, and night stand;
metal filing cabinets with top used as a desk; small two drawer chest in my living room;
large bookcase in living room; 3 framed photographs of old sheet music; any and all
sheet music I may have at the time of my death; decorative plates of birds; wild ducks,
and other animals; and framed picture of me and my dog Hazel. In the event that the
said Carol J. Luciani should fail to survive me, then I give and bequeath this property in
equal shares to her issue, per stirpes.
(d) To my step brother-in-law, Joseph Lucianl, of 636 Fishbum Road,
Hershey, Pennsylvania 17033, I give and bequeath the following personal property: All
books except as otherwise bequeathed, magazines and records; bookcases not
otherwise specifically bequeathed; and computer and printer. In the event that the said
~~ Joseph Luciani should fail to survive me, then I give and.bequeath this property in equal
shares to his issue, per stirpes.
(e) To my nephew, James Albert Luciani, of 636 Fishbum Road, Hershey,
Pennsylvania 17033, I give and bequeath the following personal property: Twelve (12)
blue water goblets ^weddipg gift from cousins Elizabeth and P.aymond Schwering); 5
rose color sherbet glasses (wedding gift from cousins Edna and Lewis Hendnrson); and
1 white alabaster.bust of young boy, In the event that the said James Luciani should fail
to survive me, then I give and bequeath this properly in equal shares to his issue, per
stirpes.
(f) To my friend, David Seitz, of P.O. Box 616, Conden, Oregon, I give and
bequeath the following personal property: One (1)1674 Waterbury mantel clock. In the
event that the said David Seitz should fail to survive me, then this gift shall lapse.
Last N'iQ mu1 Tesimuene of hAae E. ~Ylrudn P¢ge ? of 5
., _. _.~. J.v :.
~ ~~
Clifton Heights, Pennsylvania 1901 B, I give and bequeath the following personal
property: One (1) sterling silver cigarette box; 2 small sferling silver candleholders; and
4 IJorman Rockwell mugs. In the event that the said Grace E. Terry should fail to
survive me, then this gift shall lapse.
(h) To my half brother, Don E. Elliott, of 206409 Anndyke Way, Germantown,
Iularyland 20874, I give and bequeath the following personal property: One (1) crystal
punch bowl and matching punch cups; and 1 blue Wedgewood bowl. In the event that
the said Don E Elliott should fail to survive me, then I give and bequeath this property in
equal shares to his issue, per stirpes.
() To my half brother, Ross D. Elliott, of 26 Sabastian Bivd., Gaithersburg,
Maryland 20878, I give and bequeath the following personal property: One (1) Zenith
27° television and 1 Zenith VCR. In the event that the said Ross D. Elliott should fail to
survive me, then I give and bequeath this property in equal shares to my step brother-
in-law, Joseph Luciani, or his issue, per sfirpes.
(} To my neighbor, Agnes C. Goudie, of 60 Magav/ Avenue, Carlisle,
Pennsylvania 17015, I give and bequeath the sum of $1,000.00. in the event that the
said Agnes C. Goudie should fail to survive me, then this gift shall lapse.
FOURTH •
I give and bequeath the sum of $5,000.00 to each of the following individuals and
organizations, provided that they survive ma:
(a) My sister-in-law, Lucy J. Tanner, of 33 Rocltivood Road, Apt. 44, Norfolk,
Massachusetts 02056.
(b) My niece, Alicia Jean Luciani, 836 Fishbum Road, Hershey, Pennsylvania
17033.
(c) My nephew, James Albert Luciani, of 836 Fishbum Road, Hershey,
Pennsylvania 17033.
v
'`' (d) My half brother, Don E. Elliott, of 206409 Anndyke Way, Germantown,
Maryland 20874.
(e) My half brother, Ross D. Elliott, of 26 Sabastian Bivd., Gaithersburg,
Maryland 20678.
(fl My friend, Grace E Terry, of 2 South Glenwood Avenue, Apt, A-2, Clifton
Heights, Pennsylvania 19018.
(g) The Bishop Henry Hobson Memorial Fund, Forward Movement
Publications, 300 West Fourth Street, Cincinnati, Ohio 45202.
In the event that any of the individuals named in this paragraph Fourth fail to
survive me, then the gift to them shall lapse.
FIFTH
Ail the rest, residue and remainder of my estate, real, personal and mixed, and
wheresoever the same maybe situate, I give, devise and bequeath as follows:
(a) One-Third (1/3) to my half sister, Carol J. Luciani, of 836 Fishbum Road,
Hershey, Pennsylvania 17033. In the event that the said Carol J. Luciani should fail to
survive me, then her share shall (apse, and be divided equally between the remaining
two shares of the Shippensburg University Foundation, and WITF, Inc.
L.asr Will and Zesranmu of Adae E. A?artin
Page 3 of S
i
.1+.
(b) One-Third (113) to the Shippensburg University Foundation, 1871 Old
I~Aain Drive, Shippensburg, Pennsylvania 17257.
(c) One-Third (1/3) to WITF, Inc., of 4801 Lindle Road, Harrisburg,
Pennsylvania 17111.
SI):TH
I hereby nominate, constitute and appoint my said half sister, Carol J. Luciani, as
Executrix of this my Last Will and Testament. In the event of the renunciation, death,
resignation or inability to act for any reason whatsoever of the said Carol J. Luciani, I
nominate, constitute and appoint my said half brother, Don E Elliott, as Executor of this
my Last Will and Testament I expect that my said Executrix or Executor to be paid
their full Executor's cdmmission, as allowed by -aw. I further direct that no bond or other
security shall be required of any Executor or Executrix appointed in this Will for the
performance of his, her or its duties in any jurisdiction,in which he, she or it may be
called upon to act The terms Executor or Executrix may be.used interchangeably in
this Will and shall refer to any Executor or Executrix appointed in this will, or any other
Administrator appointed by a court of competent jurisdiction.
SEVENTH
In addition to, and not in limitation of, the powers conferred by law or by other
provisions of this Will, my Executrix shall have the following powers, each of which may
be exercised from time to time by my Erecutrbc in [his/her] sole discretion:
(a) To retain in the form received, and to sell .e'~ther at public•or private-
sale, or to distribute in Idnd, any real or personal property.
(b) To manage both real and personal property.
(c) To invest and reinvest in all forms of property, notwithstanding the
fact that any or•ali of the investments made are of a character or size
which but for this expressed authority would not be considered
proper for an Executrix.
(d) To exefcise any option or rights arising from the ownership of
investments.
(e) To compromise claims without court approval and without the
consent of any beneficiary.
1N W[TNESS WHEREOF, I have hereunto set my hand and seal to this my Last
Will and Testament, written on five (5) pages (including notary page-), this 24'" day of
July, 2009.
'Z{i,..~ ~. ~i~.~,,.,t./ (SEAL)
Mae E Martin
Signed, sealed, published, and declared by Mae E Martin, the Testatrix above
named, as ahd for her Last Will and Testament; in our presence, who, in her presence,
at her request, and in the presence of each other, have hereunto subscribed our names
as. attesting witnesses.
Lase H'iU aut Tuiamcni of A1at E. Alartin Page 4 of 5
mew
COMMONWEALTH OF PEf~IJSYLVAI~IA )
COUNTY OF CUMBERLAND ) SS:
We, Mae E. Martin, the Testatrix in, and Stephen D. They
and Sharon J. DeVos ,the witnesses, to the Last Will and
Testament, the attached or foregoing instrument, who have signed the instrument,
having been duly qualined according to law do depose and say:
a. that I, the Testatrix, do hereby acknowledge that I signed and executed
the instrument as my Last Will and Testament, that I signed it willingly and
as my free and voluntary act for the purposes therein expressed; and
b. that we, the witnesses, were present and saw the Testatrix sign and
execute the instrument as her Last Will and Testament, that she signed ft
willingly and executed it as her free and voluntary act for the purposes
therein expressed; that each of us in the hearing and sight of the Testatrix
signed the.Last Will and Testament as a witness and that to the best of
our.knowledge the Testatrix was at that time eighteen (18) or more years
of age, of sound mind and under no constraint or undue influence.
ri.,c~/ c . 7~r~-axe
Mae l:. Martin
~~~
-o~-
Subscribed, sworn to and aclmowledged before me by the Testatrix'and the
witnesses above-named, this 24~' day of July, 2009.
// ~
!uahc~ ~ ~ ~,a
Notary• Public
A. ~. `Retres7° HtE~
~+{~aS:~ttYp C10~IYt
~ A4r 20.2090
Lary id'lll and Tertmnent oJA~ae E. Martin
Page 5 of S
~~ _ •:tr
~~ - ... ..
~S
Appraised
• six (6) place settings (five-piece) of my Reed & Barton Sterling silver flatware, Silver Value: .
Wheat pattern, plus servings pieces as follows: $ 150.00
one (1) meat fork
one (1) tablespoon
gravy ladle
butter knife
• 1 Lary-Boy leather rocker-recliner
• all photographs and negatives not otherwise specifically bequeathed $ 100.00
• all oil paintings by Aunt Florence and Uncle Bob Reddie NIA
• 1 Kaleidoscope $ 10.00
• glass and crystal bottles, pitchers and knickknacks in bay window N/A
• books of plays and sonnets by Shakespeare (unable to find) ~ $ 5.00
NIA
Walter. $ 265.00
• six (6] place settings (five-piece) of my Reed & Barton Sterling silver flatware, Silver
Wheat pattern, plus servings pieces as follows:
two (2) tablespoons and sugar shell
$ 150.00
S 150.00
• Tiffany lamp shade
• Dining room furniture consisting of table with 2 leaves, 3 ann chairs, 3 side chairs
china cabinet
and t
bl $ 15.00
,
,
a
e pads
• Grandmother's Elliott's two-tone gold circle pin with sapphire (unable to find) $ 200.00
• Grandmother's Elliott's rocking chair N/A
• scrapbooks from Germany and Elliott family Bible (gone) $ 25.00
• pink Wedgewood heart-shaped pendant (Avon) NIA
• bed linens, blankets, and towels $ 3.00
• all craft materials and collection of handbags $ 5.00
• collection of music $ 0.50
• diamond engagement ring $ 3.00
• microwave oven and all kitchenware ~ $ 100.00
• 1999 Toyota Camry automobile (not working-apprx miles:50,000-60,000) $ 10.00
• 1 small 2-drawer chest (walnut finish) $ 1,500.00
• 1 lingerie chest $ 50.00
• 1 oil painting by George Newman $ 30.00
• 1 small desk with 4 drawers (walnut finish) $ 5.00
• 1 lamp (double candelabra with hunting scene on shade) (broken) $ 100.00
• 5 Hummel figurines (2 broken, 3 good)(price for all 5 pcs) $ 2.00
• 1 Yamaha Clavinova piano (1998, model 880) $ 10.00
• my Cherry bedroom furniture, including bed (wlelectric unit), double dresser, chest of drawers
and night stand $ 400.00
,
~• metal filing cabinets with top used as a desk $ 200.00
• 3 framed photographs of old sheet music $ 5.00
• any and all sheet music I may have at the time of my death $ 15.00
• decorative plates of birds, wild ducks, and other animals $ 10.00
• framed picture of me and my dog Hazel $ 12.00
NIA
$ 2,7oo.so
page 1 of 2 ~' "" ~'
~`~~
(cond't)
• All books except as otherwise bequeathed, magazines and reports (3)
• Bookcases not otherwise specifically bequeathed
• Computer and printer (no computer)
• Twelve (12) blue water goblets (wedding gift from cousins Elizabeth & Raymond Schwering (only 11 found)
and 5 rose color sherbet glasses (wedding gift from cousins Edna & Lewis Hendrixson)
• 1 white alabaster bust of young boy
• one (1)1874 Waterbury mantel clock (Conn.)
• one (1) sterling silver cigarette box (gone)
• 2 small sterling silver candleholders (gone)
• 4 Norman Rockwell mugs (no value)
• one (1) crystal punch bowl and matching punch cups
• 1 blue wedgewood bowl (gone)
• one (1) Zenith 27" television (gone)
• one (1) Zenith VHS
• one (1) green recliner
• two (2) marble inlaid end tables w/drawers (2 @ $100.00%ach)
• cedar chest
• book shelf
• clothing
• one (1) 8' 1950's sofa
• misc. box lots (15 boxes @ $1.00%ach)
• stern w/speakers
$ 15.00
$ 0, 50
N/A
551 50
$ 7.00
~ 10.0
s o
$_ 400.Op
5 400.00
N/A
N/A
N/A
S -
$ 10.00
N/A
$ 10.00
N/A
~ 6.00
$ 5.00
$ 20.00
$ 200.00
$ 150.00
$ 5.00
$ 150.00
$ 250.00
$ 15.00
$ 10.00
S 800.00
Grand Total: $ 4,363.00
page 2 of 2 ==~"::k~z~,.-: .~,-_
.:t:r1