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HomeMy WebLinkAbout01-31-12t, t, , _ DECEDENT'S ESTATE ~ /'~ ~ ~Y 1 2C~~ ~~~~ -°~ r'^ I~ I-c ~ trrtr'~ v + j'; C~Efi~~~ ~F Oi~PH,~~~~"~ ~~fJ')~~ ~t~~~i~~.C~4 '''k.~ ~.t~., ~~ COURT OF COMMON PLEAS OF Cumberland COUNTY, PENNSYLVANIA ORPHANS' COURT DIVISION ESTATE OF Hazel I. Wri~htstone No. 21-10-1247 DECEASED PETITION FOR ADJUDICATION STATEMENT OF PROPOSED DISTRIBUTION 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: Richard C. Snelbaker Supreme Court I.D. No.: 6355 Name of Law Firm: Snelbaker & Brenneman, P.C. Address: 44 West Main Street, Mechanicsburg, PA 17055 Telephone: 717-697-8528 Fax: 717-697-7681 Form OC-Ol rev. 10.13.06 Page 1 of 10 ~, Estate of Hazel I. Wrightstone 1. Name(s) and address(es) of Petitioner(s): Name: slle A. W1tterS Address: X03 Allendale Road Mechanicsburg, PA 17055 Linda K. Minnich 786 Allenview Drive Deceased Mechanicsburg, PA 17055 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? ..................... ~ Yes No If not, identify prior accountings, the accounting periods covered, and the date of adjudication of the prior accounting. 2. Decedent died on December 9, 2010 Letters Testamentary or Letters of Administration were granted to Petitioner(s) on December 20.2010 Date of Will (if applicable): N/A Date(s) of Codicil(s) (if applicable): N/A Date of probate (if different fram date Letters granted): same as ahove Was a bond required? I'es 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: Cumberland Law Journal, January 28, February 4. 11, 2011 & The Sentinel, January 29, February 5, 12, 2011 Farm OC-01 rev. 10.1?.06 Page 2 of 10 ~ . ~, Estate of Hazel I. Wrightstone ,Deceased 3. Was decedent survived by a spouse? ............................. Yes No If yes, name of the surviving spouse: 4. Has the surviving spouse filed to take an elective share? ............. Yes No (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): Sue A. Witters and Linda K. Minnich 6. Did decedent marry after execution of Will or Codicil(s)? ........... ~ Yes ~ No Were anv children born to decedent after execution of Will or Codicil(s)? ........................................... Yes No If yes, give names and dates of birth: Name: Date of Birth: 7. If required by the Medical Assistance Estate Recovery Act, 62 P.S. § 1412, was a request for a statement of claim sent to the Department of Public Welfare? .............................. Yes No Form OC-01 rev. 10.13.06 Page 3 of 10 ~, Estate of Hazel I. Wrightstone 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: Form OC-01 rev. 10.13.06 Page 4 of 10 A. State each party's relationship to the decedent and the nature of each party's interest(s): ~., ~ Estate of Hazel I. Wrightstone ,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. 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 Form OC-01 rev. 10.13.06 Page 5 of 10 l., Estate of Hazel I. Wrightstone ,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 andAddress of Each Claimant Amount of Claim Claim Wlll Claim Admitted? Be Paid In Full? See accounting Yes Yes No No Yes 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? ................................ 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 Hazel I. Wrightstone Deceased 12. The amount of Pennsylvania Transfer Inheritance Tax and additional Pennsylvania Estate Tax paid, the date(s) of payment(s), and the interest(s) upon which paid, are as follows: Date Payment Interest None -insolvent estate 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: 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, 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 S Estate of Hazel I. Wrightstone 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. 203.39 Purp°se: Filing fees and certified mailing costs 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 OGOI rev. lo.ls.o6 Page 8 of 10 Estate of Hazel I. Wrightstone 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(sJ B. Principal: Proposed Distributee(s) Amount/Proportion Amount/Proportron Submitted By: (All petitioners must sign. Add additional lines if necessary): ~~~~~r Nam of Petition : S A. Witters Name of Petitioner: Linda K. Minnich Form OC-01 rev. 10.13.06 Page 9 of 10 t Estate of Hazel I. Wrightstone ,Deceased Verification of Petitioner (Verification must be by at least one petitioner.) are The undersigned hereby verifies * [that heishe they xis t(tle Executrices of the Estate of Hazel I. of the above-named name ofcorporation WrlQhtstone 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 unswom 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 e PROOF OF PUBLICATION OF NOTICE IN CUMBERLAND LAW JOURNAL (Under Act No. 587, approved May 16, 1929), P. L.1784 COMMONWEALTH OF PENNSYLVANIA COUNTY OF CUMBERLAND ss. Lisa Marie Coyne, Esquire, Editor of the Cumberland Law Journal, of the County and State aforesaid, being duly sworn, according to law, deposes and says that the Cumberland Law Journal, a legal periodical published in the Borough of Carlisle in the County and State aforesaid, was established January 2, 1952, and designated by the local courts as the official legal periodical for the publication of all legal notices, and has, since January 2, 1952, been regularly issued weekly in the said County, and that the printed notice or publication attached hereto is exactly the same as was printed in the regular editions and issues of the said Cumberland Law Journal on the following dates, viz: January 28, February 4, and February 11, 2011 Affiant further deposes that he is authorized to verify this statement by the Cumberland Law Journal, a legal periodical of general circulation, and that he is not interested in the subject matter of the aforesaid notice or advertisement, and that all allegations in the foregoing statements as to time, place and character of publication are true. ~_ isa arie oyne, E it r SWORN TO AND SUBSCRIBED before me this 11 of February, 2011 Wsightatone, Hazel L, deed. G // ` Late of North Middleton Town- ~~Lp ship. Administratrices: Sue A. Witters, Notary 503 Allendale Road, Mechanics- burg, PA 17055 and Linda K. Minnich, 786 Allenview Drive, Mechanicsburg, PA 17055. Attorneys: Snelbaker & Brenne- man P. C., 44 West Main Street, ,.,,,~ P.O. Box 318, Mechanicsburg, PA NOTARIAL SEAL 17055-0318. DEBORAH A COLLINS Notary Public CARLISLE BOROUGH, CUMBERLAND COUNTY My Commission Expires Apr 28, 2014 e A J PROOF OF PUBLICATION State of Pennsylvania, County of Cumberland Tackie Cox, Retail Sales Manager, of The Sentinel, of the County and State aforesaid, being duly sworn, deposes and says that THE SENTINEL, a newspaper of general circulation in the Borough of Carlisle, County and State aforesaid, was established December 13~, 1881, since which date THE SENTINEL has been regularly issued in said County, and that the printed notice or publication attached hereto is exactly the same as was printed and published in the regular editions and issues of THE SENTINEL on the following day(s): Tanuary 29, February 5 and February 12, 2011 COPY OF NOTICE OF PUBLICATION -: , ---- Affiantfurther deposes that he/she is not AoMtrusrRarRicES nfance interested in the subject matter of the Letters oYAdminist~ation on the Estate of HAZEL I. WRIGHTSTOME, aforesaid notice or advertisement, and that deceased, (ate of North Middleton Township, Cumberland County, Pennsylvania, nape bean granted to me undersigned. all allegations in the foregoing statement as All persons knowing themselves to be indebted to said Estate will make t0 tltlle, place and character of publication payment immediately, and those having.claims wilt present them for sememem to: are true. SueA.~Witters LindBK:Mlnnich ,+rj` ~/ , Z~ 503 Allendale Road 786 Allenview Dnve ~r's~rj' Mschanicsburg, PA 17055 .Mechanicsburg, pA17055 Administra?rites SNELBAKER &BRENNEMAN, P. C: A4 West Main. Street , P. O: Box 318 Mechanicsburg, PA 17050-0318 Attorneys Sworn to and subscribed before me this 21~+ .ZDI I ~~+u~~L~~' ~ Notary Public My commission expires: ...__ NOTARIAL SEAL BAMBI ANN HECKENDORN Notary Public CARLISLE BOROUGH, CUMBERLAND CNTY My Commission Expires Jan 27, 2014 SNELBAKER ~ BRENNEMAN, P.C. A PROFESSIONAL CORPORATIO N ATTORNEYS AT 1.AW 44 WEST MA[N STREET MECHANICSBURG. PENNSYLVANIA 17055 RICHARD C. SNELBAKER KEITH O. BRENNEMAN 7V-697-8528 January 12, 2011 P. O. BOX 318 FACSIMILE (7(7) 697-7681 Third Party Liability Section Department of Public Welfare Estate Recovery Program P.O. Box 8486 Harrisburg, PA 17105-8486 Re: Estate of Hazel I. Wrightstone Social Security No: 198-10-7641 Date of Death: December 9, 2010 Date of Birth: August 4, 1918 Dear Sir/Madam: This letter will serve to request a statement in writing of any claim that the Pennsylvania Department of Welfare may have against the Estate of the above-reference Decedent. I wr~~e this letter to you in my capacity as attorney for Sue A. Witters and Linda K. Minnick, Administratrices of the Estate of Hazel I. Wrightstone, deceased. Thank you for your attention to this request. Very truly yours, Richard C. Snelbaker RCS:sks cc: Sue A. Witters Linda K. Minnick SNELBAKER ~ BRENNEMAN, P.C. A PROFESSIONAL CORPORATION ATTORNEYS AT LAW 44 WEST MAIN STREET MECHANICSBURG, PENNSYI..VANIA 17055 RICHARD C. SNELBAKER KEITH O. BRENNEMAN 717-697-8528 January 31, 2012 TO: Commonwealth of Pennsylvania Department of Public Welfare Bureau of Program Integrity Division of Third Party Liability Estate Recovery Program P.O. Box 8486 Harrisburg, PA 17105-8486 Sue A. Witters 503 Allendale Road Mechanicsburg, PA 17055 Linda K. Minnich 786 Allenview Drive Mechanicsburg, PA 17055 Certified Mail No. [7010 1670 0001 0650 1285] Re: Estate of Hazel I. Wrightstone, Deceased Estate No. 21-10-1247 NOTICE TO PARTIES IN INTEREST P. O. BOX 318 FACSIMILE (717) 697-7681 The undersigned, as Attorney for Sue A. Witters and Linda K. Minnich, the Administratrices of the Estate of Hazel I. Wrightstone, Deceased, hereby gives notice to each of the above named persons pursuant to Rule 6.3 of the Pennsylvania Supreme Court Orphans' Court rules as follows: 1. They have filed this date in the office of the Clerk of Orphans' Court and Register of Wills of Cumberland County, Pennsylvania, at Carlisle, PA, the First and Final Account of their administration as such Administratrices, together with an Inventory and the Petition for Adjudication, true copies of which are enclosed herewith. A. ~` SNELBAKER ~ BRENNEMAN, P.C. Estate of Hazel 1. Wrightstone January 31, 2012 Page 2 2. Said Account will be presented to a judge of the Orphans' Court Division of the Cumberland County Court of Common Pleas at the Cumberland County Court House, 1 Court House Square, Carlisle, PA 17013, on March 6, 2012 at 9:00 o'clock A.M., prevailing time, at which time said Account will be confirmed and distribution ordered unless written objections are filed prior thereto. 3. You have the right to file written objections to said Account and Statement prior to the confirmation as scheduled above. Very truly yours, Richard C. Snelbaker RC5:sks Enclosures ZO Pa. C.. S. A,. Sec, 3392. § 3332. Classification and order of payment If the applicable assets of the estate are insufficient to pay all proper charges and claims in full, the personal representative, subject to any prefer- ence given by lave to claims due the United States, shall pay them in the following order, without: priority as between claims of the same class; (1) The costs of administration. (2) The family exemption. (3) The costs of the decedent's funeral and burial, and the costs. of medicines furnished to him .within six months of his death, of medical or nuz°sing sez-~rices pez°formed for him within that time, of hospital ser~~ces including maintenance pro~Jided him within that time, of sez°vices provided under the medical assistance r ro~rram provided within that time and of se:~>i.ces 1?erforzn~€1 for hin~ b~% a.rip of his enil~loyees s~~ithin that tizrze. l4) The cost of a ~,r*ravemarker. (d) ~,en~~s for the o~~cupancy of the decedent's .residence £or six months imzr~udiately prior to his death. (+51) Giaizn5 by the commonwealth and the political subdivisions of the Common v~ealtlz. (6j .Ei11 other claizn~s. iS72 ,i•tzne 30, r .L. 5©$, AZo. 164, § 2, eff. July 1, 19'i2. ~zxiended ?006, Feb. mil, l'.L. 4.5, No. 17, § 1, imd. effective, „F `~. _• ~~ ,~~ CLAIMS AND LIABILITIES OF ESTATES § 157:207 Primary Authority 20 Pa. C.S. §§ 3381, 3392, 3532(b)(3} A.L.R. Library A.L.R. Index, Decedents' Estates; Executors and Administrators; Judgment Lieris; Judgments, Orders, and Decrees; Liens and Encumbrances; Preferences and Priorities; Tax Liens West's A.L.R. Digest, Executors and Administrators X202 259 to 261, 513(10). 513(11) Legal Encyclovedias Am. Jur. 2d., Descent and Distribution § 141; Executors and Administrators §§ 649 to 676 C.J.S., i'~~ecutors and Adminstrators §§ 503 to 532 . 3' ]Pesear°ch I~eferenees West's Key I'~umber Digest, E ecut;ors and Administrators X219.6, 2u9 to 2fil . If the applicable assets of the decedent's estate are insuf= ficient to i~ay all proper charges and claims in f€aII, the personal repl•esentative, sukzject to any preference gig>en by law to clailns due the I:Jliited States, must pay them i.n the following order, v,Tithout priority as between claixlzs of the same cla s: (1) tl~e costs of adanin.istration; (2) the f'alrlily e~>e,nption; (3) tlae costs of the deceden~ s funeral and burial, and the eo~.ts of nzedicilaes fiarnislled to the decedent v~ithin si<~ IraOntlls of l7 is or lzer death, of medical or nursing services l,orforz~~FCk for the decedent within that bane, of 1zos~ital ser,ricac, in.c)uclin; niaintenanoa t~rovi.ded f.CiE~ ti~eCC_'.iiel2v ~vlff;_n that t1 n7 E', Of SE?rVi;'e5 i1rD'l'ICled l~.II.EfC'' i,F.ie i2'keC~ICaI ~tS5I`~taP]Ce ~?rf1°~I'ani pi€3DId~C~ Vt'It11II2 t~_2t .,_~,'~_~' cifi/? ~l~ c<~_-,;i~•E~¢ p°j,fOa'IYieCE i()Y' tI1E-` Ct~~„ 1~ ' ~ - ~' c...~ 12 i, ~~' `~£ <1 E~t~ x ~ i;)}° _~ F"ti'it~2it1 tll<t, tI2Y,~C-?. (4) tl~e coat ~- a gz°a~~azr~ax'?;.er: (5) x•e£_te fog' the occtapancv of the decedent's residence far six z~.ont)as ilnlnediatel,-~ prior to his ox her death; (6) claims },iy the Con~mon~~vealth and the political subdi- visions of the Commonwealth; and 28S .. < < ~_ § 157207 STANDARD PENNSYLVANIA PRACTICE 2D (7) all other claims.' The statutory order of priority applies only in determining the respective rights of unsecured creditors among them- selves, and does not apply to those who, during the decedent's lifetime, have obtained security for their claims by mortgage or by lien of judgment.2 Such secured creditors continue to have first priority with respect to the encumbered property of the decedent.3 Tile purpose of the rule fixing the order of priority among unsecured creditors and those who have incurred charges in connection with an estate is to favor certain classes of credi- tors; to this encl, the law must be strictly construed, and is subject to the ge~~.eral rule of construction that parties claim- ing the benefit of class legislation must bring themselves within its provisions.' Property tivhich is subject to a valid option a~ eement made by the decedent while living, and which is subject to a decree of specific performance against his or her estate, takes prior- ity over the elective share of the decedent's surviving spouse.5 When a testator in his will gives specified property or a share of his estate in exact or substantial compliance with the terms of his obligations under an inter vivos property settle- nient or antenuptial agreement made with his wife, the ~n=if'e is a creditor of his estate and not a legatee under the will, and consequently, t]~e wife's claim is superior to the claims of other legatees and devisees.s Where a surety pays money to the government on behalf of his ar her principal for taxes assessed as due, tl~e surety is entitled to be subrogated to the rights of the government, including arty priority which the government may Have.' [Section 157:2071 '20 Pa. C.S. § 339?. As to the preference for claims due the united States, see §§ 157:215, 157:216. For further discussion of pri- ority of claims, see 10 Bum. Pa. Jur. 2d, Probate, Estates, and Trusts §§12:51 to 12:52. 2§ 157:208. 3§ 157:208. `In .re Gilbert's Estate, 5 Pa. D. & C.2d 646, 1956 WL 6522 (Orphans' Ct. 1956). SIn re Brown's Estate, 44G Pa. 401, 289 A.2d 77 (1972). As to specific performance of such agreements, see 20 Pa. C.S. § 3390, discussed in § 164:33. 6In re Estate of Blumenthal, 2002 PA Super 382, 812 A.2d 1279 (2002). 7In re Sheafl'er's Estate, 281 Pa. 138, 126 A. 205 (1924). 290 c,7 . ~, -r? '~ - .. t t~ i} ~ ~ A D CO NTY~'~ ~ ` ="' N U INTHE COURT OF COMMON PLEAS OF CUMBERL ORPHANS' COURT DIVISION ~ ~ ~ ~ ~. . _. ~' '_`.' FILE NO: 21-10-1247 ,,~v-,-, --, _,. i , _~. ;--, FIRST AND FINAL ACCOUNT OF ~--d~~ z' ,~,,. ~r3 p Sue A. Witters and Linda K. Minnich, Administratrices .~ For ESTATE OF HAZEL I. WRIGHTSTONE Social Security #: 198-10-7641 Tax ID #: 27-6982991 Date of Death: December 9, 2010 Date of Incapacity, if any: None Date of Administratrix Appointment: December 20, 2010 Date of First Complete Advertisement: January 28, 2011 Accounting for the period: December 9, 2010 January 13, 2012 Purpose of Account: Sue A. Witters and Linda K. Minnich, Administratrices offers this Account to acquaint interested parties with the transactions that have occurred during their Administration. 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 I.D. No: 06355 LAW OFFICES SNELBAKER SC BRENNEMAN, P.C. Page 1 SUMMARY OF ACCOUNT PRINCIPAL PAGE Receipts 3 $113,127.84 $113,127.84 Less Disbursements/Claims paid or to be paid upon confirmation of account: Class (1) Claims: 3 $11,338.39 Class (2) Claims 3 $0.00 Class (3) Claims 3 $22,341.13 Class (4) Claims 3 $0.00 Class (5) Claims 3 $0.00 Class (6) Claims 4 $79,448.35 Class (7) Claims 4 $0.00 $113,127.87 Balance before Distributions -$0.03 Distributions to Beneficiaries 4 $0.00 Principal Balance on Hand 4 -$0.03 For Information: Investments Made 4 Changes in Holdings 4 LAW OFFICES SNELBAKER EC BRENNEMAN, P.C. INCOME Receipts Less Disbursements Balance before Distributions Distributions to Beneficiaries Income Balance on Hand COMBINED BALANCE ON HAND Listing of Unpaid Creditors Listing of Persons Interested in Distribution Estate Affidavit Page 4 4 4 $0.03 $0.00 $0.03 $0.00 $0.03 5 5 6 Page 2 PRINCIPAL RECEIPTS Assets Listed on Inventory per copy attached: $113,127.84 (Valued as of Date of Death) ADJUSTMENTS TO INVENTORY 0.00 SUBSEQUENT RECEIPTS 0.00 TOTAL PRINCIPAL RECEIPTS $113,127.84 DISBURSEMENTS OF PRINCIPAL There are insufficient funds to pay all claimants/creditors; therefore the proposed payments and disbursements are based upon the parameters as provided in 20 Pa.CS § 3392 LAW OFFICES SNELBAKER 8C BRENNEMAN, P.C. CLASS (1) CLAIMS -COSTS OF ADMINISTRATION 12/21/2010 Grace United Methodist Church, donation made prior to death $ 200.00 7/14/2011 Register of Wills, filing fee for Inheritance Tax return 15.00 7/22/2011 Register of Wills, additional probate fee 50.00 The following items are to be paid upon confirmation of the accounting: **"* Snelbaker & Brenneman, P.C., costs advanced 544.90 a. Register of Wills, probate fee 250.50 b. Sentinel, advertising Administratrices Notice 219.40 c. Cumberland Law Journal, advertising 75.00 Administratrices Notice ***" Snelbaker & Brenneman, P.C., attorney fees 4,800.00 **** Sue A. Witters, Administratrix commission 2,762.55 **** Linda K. Minnich, Administratrix commission 2,762.55 **** Reserve for filing fees for Final Accounting, Inventory and 203.39 certified mail costs TOTAL CLASS (1) CLAIMS TO BE PAID: $ 11,338.39 CLASS (2) CLAIMS -FAMILY EXEMPTION NONE $0.00 CLASS (3) CLAIMS -COST OF FUNERAL AND BURIAL, AND THE COSTS OF MEDICINES FURNISHED WITHIN SIX MONTHS OF DEATH 1/17/2011 Church of God Home, nursing home care $ 1,565.28 The following items are to be paid upon confirmation of the accounting: **** Commonwealth of Pennsylvania, Department of Public Welfare 20,775.85 Class 3 claim for medical expenses in the amount of $20,775.85 TOTAL CLASS (3) CLAIMS TO BE PAID: $ 22,341.13 CLASS (4) CLAIMS -COSTS OF GRAVE MARKER NONE $0.00 CLASS (5) CLAIMS -RENTS FOR OCCUPANCY OF THE DECEDENT'S RESIDENCE NONE $0.00 Page 3 CLASS (6) CLAIMS -CLAIMS BY THE COMMONWEALTH AND THE POLITICAL SUBDIVISIONS OF THE COMMONWEALTH The following items are to be paid upon confirmation of the accounting: "**" Commonwealth of Pennsylvania, Department of Public Welfare partial payment of Class 6 claim for medical expenses in the amount of $108,768.15 CLASS (7) CLAIMS -ALL OTHER CLAIMS NONE DISTRIBUTIONS OF PRINCIPAL TO BENEFICIARIES NONE PRINCIPAL BALANCE ON HAND (Cash `""` Less expenses to be paid subsequent to confirmation of First and Final Account as as listed on page 3 & 4 of accounting TOTAL PRINCIPAL BALANCE ON HAND INFORMATION SCHEDULES PRINCIPAL INVESTMENTS MADE NONE CHANGES IN PRINCIPAL HOLDINGS LAW OFFICES SNELBAKER EC BRENNEMAN, P.C. NONE $79,448.35 $79,448.35 $0.00 $0.00 FIDUCIARY VALUE AT ACQUISITION 1/13/2012 VALUE $ 111,297.59 $ 113,127.84 $ (111,297.59) $0.00 $ 113,127.84 RECEIPTS OF INCOME 12/29/2010 M&T Bank, checking account #98040639943, interest DISBURSEMENTS OF INCOME NONE DISBURSEMENTS OF INCOME TO BENEFICIARIES NONE $0.00 $0.00 $ 0.03 $ 0.03 $0.00 $0.00 Page 4 UNPAID CREDITORS: LAW OFFICES SNELBAKER SC BRENNEMAN. P.C. 1. 11. 12. Commonwealth of Pennsylvania Department of Public Welfare Bureau of Program Integrity Division of Third Party Liability Estate Recovery Program P.O. Box 8486 Harrisburg, PA 17105-8486 Class 6 claim for balance of unpaid medical expenses CIS #080200134 ** PERSONS INTERESTED IN DISTRIBUTION OF ESTATE: Sue A. Witters 503 Allendale Road Mechanicsburg, PA 17055 Linda K. Minnich 786 Allenview Drive Mechanicsburg, PA 17055 $ 29,319.80 Page 5 COMMONWEALTH OF PENNSYLVANIA ) SS. COUNTY OF CUMBERLAND ) Sue A. Witters and Linda K. Minnich, being duly sworn according to law deposes and says: that they are the Administratrices of the Estate of Hazel I. Wrightstone, Deceased; that they are the Accountants herein; that the foregoing is a true and complete accounting of their administration of said Estate; that the attached list or or schedule ["] contains the names, addresses and amounts due unpaid creditors who have given proper notice of their claims; that the attached list or schedule ["*] contains the names and addresses of all persons interested in the distribution of said Estate; and that the facts set forth herein are true and correct to the best of their knowledge, information and belief. ~~ Ct...S~2~~ Sue A. Witters, Ad inistratrix Linda K. innich, Administratrix Sworn to and subscribed before me this~s~ day of~r-~.W/~' 2012 ~~~~~ ~MONw~TH ol= ~mviwU naarlal seal sands K. sNowars, Notary PubNc Mefiankseury eoro, Gwnbatand county My Qornnlaeaon B~ires Mw. zz, ao1S ~rae~, Pa~nsrev~nu ~ocT~~ion of nor LAW OFFICES SNELBAKER 8C BRENNEMAN, P.C. Page 6