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HomeMy WebLinkAbout08-30-12 DECEDENT' S ESTATE ~~. v"_. , i.. ..~-~ i ~ Vl . ~i ~~ ~ ~ ~ ~~S '~f? BUG 30 ~:~ .~. ((~[ , { 1 ~ U • V V' •/~ ~ I 1 o~it~~INa~~ ~~: L! f E; r cu~~~~~;~ co., ~a. COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA ORPHANS' COURT DIVISION ESTATE OF EMMA LOUISE HOUSKA, DECEASED N0.21-11-449 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. INCLUDE ATTACHMENTS AT THE BACK OF THIS FORM Name of Counsel: Supreme Court ID: Address: Telephone: Fax: Wayne F. Shade, Esquire 15712 53 West Pomfret Street Carlisle, PA 17013 717-243-0220 717-249-0017 Estate of Emma Louise Houska, Deceased 1. Name and address of Petitioner: Name: Janet L. Wylie Address: P.O. Box 76 Mt. Holly Springs, PA 17065 Identify any executors or administrators who have not joined in the Petition for Adjudication and Statement of Proposed Distribution and Account 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 26, 2011 X Letters Testamentary or Letters of Administration were granted to Petitioner(s) on April 8, 2011 Date of Will (if applicable): June 3, 1993 Date(s) of Codicil(s) (if applicable): March 12, 1999 Date of probate (if different from date Letters granted): Apri18, 2011 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: Apri122, Apri129, and May 6, 2011; The Sentinel: April 13, 20, and 27, 2011 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? ........ Yes No (See ~ 2201, et seq., of the Probate, Estates and Fiduciaries Code) If yes, date of election: -2- Estate of Emma Louise Houska, Deceased 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 X No Were any children born to decedent after execution of Will or 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? ........................ X 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. 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. -3- Estate of Emma Louise Houska, Deceased 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 Address of Each Party in interest Rvlnlinnchin n»d Gmmonlc ifnm~ Inm.oo~ Richard V. Houska Son 1/3 115 West Peachtree Place NW, # 306 Atlanta, GA 30313 Janet L. Wylie Daughter 1/3 408 Pine Road Mt. Holl S rin s, PA 17065 Nancy M. Houska Daughter 1/6 123 Porter Avenue, Apt. 1 Carlisle, PA 17013 Megan Schneeberger Granddaughter 1 / 12 1928 North Richmond, 1st Floor Chica o, IL 60647 Sally C. Newman, Esquire Granddaughter 1/12 c/o Southern Environmental Law Center 43 Broad Street, Suite 300 Charleston, SC 29401 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. If distribution is to be made to the personal representative of a deceased parry, state date of death, date and place of grant of Letters, and type of Letters granted. 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. -4- Estate of Emma Louise Houska, Deceased Name and Address of Each Claimant Amount of Claim Claim Admitted? Will Claim Be Paid in Full9 None 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 X No Was family exemption allowed? .... ...................... Yes No Family exemption claimant's name and relationship: Name: 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 P.n e.,~ June 7, 2011 $20,500 Se tember 21, 2011 $670.79 Febru 13, 2012 $126.89 13. On the date of death, was decedent a fiduciary (personal representative, trustee, guardian, agent under power of attorney), or surety on the bond of a fiduciary? .............. Yes X 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 -5- Estate of Emma Louise Houska, Deceased B. Has notice of the question requiring adjudication been given to the parties identified in item 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. 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. 17. A. List or attach a separate list of additional receipts and disbursements since the closing date of the Account. N/A B. Has notice of the additional receipts and disbursements been given to the parties identified in item 9 above? .......... Yes No 18. If a reserve is requested, state amount and purpose. Amount: $3,000 Purpose: Counsel fees and accountant fees 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 X No If so, attach a copy of the notice. 19. Is the court being asked to direct the filing of a Schedule of Distribution? ..................................... X Yes No As to real estate only? ................................ Yes X No Wherefore, your Petitioner asks that distribution be awarded to the parties entitled and suggests that the distributive shares of income and principal (residuary shares being stated in proportions, not amounts) are, as follows: -6- Estate of Emma Louise Houska, Deceased A. Income: Proposed Distributee/.r) Amnon!/Prnnnrfinn Richard Val Houska 1/3 Janet L. W lie 1/3 Nanc M. Houska 1 /6 Me an Schneeber er 1/12 Sall C. Newman 1/12 B. Principal: Proposed DistrihuteeLcl d mnunf/Prnnnrfinn Richard Val Houska 1/3 Janet L. W lie 1/3 Nanc M. Houska 1 /6 Me an Schneeber er 1/12 Sall C. Newman 1/12 Date: August 30, 2012 Submitted By: (All petitioners must sign. Add additional lines if necessary): Janet L. Wylie -7- Estate of Emma Louise Houska, Deceased Verification of Petitioner (Verification must be by at least one petitioner) The undersigned hereby verifies 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). Date: August 30, 2012 ~ `~ Janet L. Wylie 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. Wayne .Shade, Esquire Counsel for Petitioner -8- 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: Anri122 Apri129 and May 6 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. Houaka, Emma Louiae, deed. Late of Cumberland Crossing, 1 Longsdorf Way, Cai-lisle. Executrix: Janet L. Wylie, p,p, Box 76, Mt. Holly Springs, PA 17065. Attorney: Wayne F. Shade, Es- quire, 53 West Pomfret Street, Carlisle, PA 17013. 1(~- Lisa Marie Coyne Editor SWORN TO AND SUBSCRIBED before me this 6 day of Ma~2011 Notary NOTARIAL SEAL DEBGRAN A COLLINS Notary Public CARLISLE BOROUGH, CUMBERLAND COUNTY My Commission Expires Apr 28, 2014 PROOF OF PUBLICATION State of Pennsylvania, County of Cumberland Jackie 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): Apri113, April 20 and April 27 2011 COPY OF NOTICE OF PUBLICATION k~I~u~R~n~~. . d~ro ~sstemetttary on+2hs~state of EMMA#,:OUISE HOUSKA, late of Cutn6ettand Grna¢ing;1 tonpsdorf WA ,1CerNelf'Cumberland County, .:' PellhiyhiAhta,^17013 maid. havb been tetl tb Jgriet r= wyne. All peroons kntlw~hq'tbemsaives to t-e Indebted to isa~d t=_steci shan makA payment Unmedietely, and those having claims wiN pr~erit them for,:. - aettlemMrlt to: , ~. "Janet ~: wylia P.O: BoxJ6 Mt. Hogy 5pringa, PA' 17t>65 Wayne F -Shad, ~aquire yb3 West Pomfret Street fiCarlfele,.PA ~7Q1'3 ~ 8omey ~ M, ~ n; .~ - 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 ar ue. My commission expires: NOTARIAL SEAL BAMBI ANN HECKENDORN Notary Public CARLISLE BOROUGH, CUMBERLAND CNTY fJly Commission Expires Jan 27, 2014 Sworn to and subscribed before me this IN RE: ESTATE OF EMMA LOUISE HOUSKA, Deceased, Late of the Township of South Middleton, Cumberland County, Pennsylvania IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA ORPHANS' COURT DIVISION N0.21-11-449 NOTICE OF FILING ACCOUNT AND STATEMENT OF PROPOSED DISTRIBUTION NOTICE is hereby given that the First and Final Account of Janet L. Wylie, Executrix of the Estate of Emma Louise Houska, Deceased, and a Statement of Proposed Distribution of the balance of the assets of said Estate will be filed in the Office of the Register of Wills of Cumberland County, Pennsylvania, on or before September 7, 2012, and that the same will be called for confirmation on October 9, 2012, at 9:30 A.M. in the designated courtroom on the fourth floor of the Cumberland County Courthouse, Carlisle, Pennsylvania, at which time and place you may appear, either in person or by counsel. Copies of said First and Final Account and Statement of Proposed Distribution are enclosed herewith or attached hereto, and the originals as filed may be inspected in the Office of the Register of Wills of Cumberland County, Pennsylvania, at anytime prior to their presentation for confirmation. Unless objections to said First and Final Account or Statement of Proposed Distribution, or both, are filed in writing not later than 9:00 A.M. (prevailing time) of the date fixed for confirmation thereof unless otherwise permitted by the court prior to confirmation, said First and Final Account will be confirmed; and distribution will be ordered according to the enclosed Statement of Proposed Distribution. If you have no objections to the enclosed, you do not need to appear in court at the time of confirmation. Date: August 30, 2012 ~,_l~~ Wayn .Shade Attorney for Accountant NOTICE TO: Richard V. Houska 115 West Peachtree Place NW, # 306 Atlanta, GA 30313 Janet L. Wylie 408 Pine Road Mt. Holly Springs, PA 1706=5 Nancy M. Houska 123 Porter Avenue, Apt. Carlisle, PA 17013 Megan Schneeberger 1928 North Richmond, 1st Floor Chicago, IL 60647 Sally C. Newman, Esquire c/o Southern Environmental Law Center 43 Broad Street, Suite 300 Charleston, SC 29401 IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PA ORPHANS' COURT DIVISION FILE N0.21-11-449 FIRST AND FINAL ACCOUNT OF JANET L. WYLIE, EXECUTRIX For ESTATE OF EMMA LOUISE HOUSKA, DECEASED Social Security #: 137-12-0517 Tax ID #: 45-6227323 Date of Death: March 26, 2011 Date of Incapacity, if any: None Date of Appointment: Apri18, 2011 Date of First Complete Advertisement: April 22, 2011 Accounting for the period: March 26, 2011 to August 5, 2012 Purpose of Account: The Executrix offers 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: Wayne F. Shade, Esquire 53 West Pomfret Street Carlisle, Pennsylvania 17013 717-243-0220 Supreme Court I.D. No. 15712 c~ ~. , ~~_~, ~ .__. rv ~~ -_-~ ~ ~ sa. a G :7 ~~ i 1 C.J --? C-: :. ~ ... , __:. _. ___ r~ '- " ' -p ~ ~__ C T t Z.. ~,-~ ~,•7 ~ 4tia SUNIMARY OF ACCOUNT PRINCIPAL PAGE Receipts 3 $514,358.86 Advances for Estate Administration 4 3,203.35 Net Gain or Loss on Sales or Disposition 4 2 625.07 Less Disbursements: Debts of Decedent 5 $10,297.12 Funeral Expenses 6 12,348.56 Administration Expenses 6 1,651.70 Federal, State and Local Taxes 7 33,581.35 Fees and Commissions 8 31,219.00 (89,097.73) Principal Balance Remaining 431,089.55 INCOME Receipts 8 5,078.31 Less Disbursements 9 (178.00) Income Balance Remaining 4 900.31 COMBINED BALANCE REMAINING $435,989.86 Verification 10 -2- PRINCIPAL RECEIPTS 3/26/11 100 Shares First Energy Corp. $3,640.00 3/26/11 155 shares of Xcel Energy 3 636.30 3/26/11 200 shares of Nstar 9,060.00 '}/'lL/11 ni AAn //L.V/ 11 GV, 7`FJ .'+17 Jilili"C5 vanguara C71VMA t'und Admiral Shares 288,833.45 3/26/11 55.918 shares Vanguard GNMA Fund Admiral Shares 599.44 3/26/11 15,453.278 shares Vanguard Short-Term Investment Grade Admiral Fund 165,813.67 3/26/11 55.814 shares Vanguard Short-Term Investment Grade Admiral Fund 598.88 3/26/11 4/ 7/11 IN Bank certificate of de osit The Sentinel, subscription refund 11,994.03 15.06 4/ 5/11 Borel Private Bank & Trust Company, Baudis quarterly unitrust payment for first quarter 2011 19,864.00 4/22/11 Diakon Lutheran Social Ministries, resident account 17.75 4/29/11 Union Carbide Employee's Pension Plan, DOW pension 573.08 5/13/11 Diakon Lutheran Social Ministries, balance of the resident account 1,158.34 6/16/11 Midway Self Storage & Car Wash, refund of storage unit rent 21.20 8/ 9/11 SunAmerica, life insurance proceeds 5 710.00 1/31/12 63 shares of MetLife 2,823.66 TOTAL PRINCIPAL RECEIPTS $514,358.86 -3- ADVANCES FOR ESTATE ADMINISTRATION 9/21/11 Janet L. Wylie, inheritance tax on survivorship accounts $3,203.35 TOTAL ADVANCES FOR ESTATE ADMINISTRATION $3,203.35 PRINCIPAL GAINS OR LOSSES ON SALES OR OTHER DISPOSITIONS rnn.r r nn~ ^--~ v v v 4/13/11 55.814 shares Vanguard Short-Term Investment Grade Admiral Fund Net Proceeds 600.00 Acquisition Value 598.88 1.12 4/13/11 55.918 shares Vanguard GNMA Fund Admiral Shares Net Proceeds 600.00 Acquisition Value 599.44 .56 4/25/11 15,453.278 shares Vanguard Short-Term Investment Grade Admiral Fund Net Proceeds 166,277.27 Acquisition Value 165,813.67 463.60 4/25/11 26,943.419 shares Vanguard GNMA Fund Admiral Shares Net Proceeds 290,719.49 Acquisition Value 288,833.45 1,886.04 6/21/11 155 shares Xcel Energy Net Proceeds 3,737.63 Ac uisition Value 3,636.30 101.33 6/27/11 200 shares Nstar Net Proceeds 9,054.00 Ac uisition Value 9,060.00 (6.00) -4- 6/28/11 100 Shares First Energy Corp Net Proceeds 4,448.60 Ac uisition Value 3,640.00 808.60 1/31/12 63 shares MetLife Net Proceeds 2,193.48 Acquisition Value 2,823.66 (630.18) TOTALS 3,261.25 (636.18) NET TRANSFERRED 2,625.07 TO SUMMARY PRINCIPAL DISBURSEMENTS DEBTS OF DECEDENT 4/25/11 Darryl K. Guistwite, D.O., unreimbursed medical expense $2.57 4/25/11 Continuing Care TX, unreimbursed medical expense 181.09 4/25/11 McGlaughlin and Associates, unreimbursed medical expense 55.14 4/25/11 Aetna Specialty Pharmacy, unreimbursed medical expense 134.52 5/ 5/11 Milton S. Hershey Medical Center, air ambulance transport 718.45 5/10/11 McGlaughlin and Associates, unreimbursed medical expense 7.58 6/28/11 Cumberland Goodwill Fire Rescue EMS, unreimbursed ambulance transport 16.66 7/11/11 Union Carbide Employee's Pension Plan, DOW pension reimbursement 573.08 8/24/11 Holy Spirit Hospital, unreimbursed medical expense 192.44 8/31/11 Janet L. Wylie, reimbursement for Cumberland Crossings 8,349.81 -5- 1/19/12 Cazlisle Regional Medical Center, unreimbursed medical ex ense 65.78 TOTAL DEBTS OF DECEDENT $10,297.12 FUNERAL EXPENSES 4/25/11 Greenbrook Memorials, grave mazker $500.00 4/26/11 Janet L. Wylie, reimbursement for Rowe's Print Shop, memorial program $ 54.06 Rev. Jeffrey Gibelius, funeral honorazium 100.00 Rev. Mazisol Ferrer, graveside service 200.00 Franklin Memorial Pazk, grave opening 1,700.00 Funeral flowers 230.92 2,284.98 4/26/11 Janet L. Wylie, reimbursement for Hoffman-Roth Funeral Home & Crematory, Inc., funeral expenses $1,019.94 Miscellaneous funeral expenses 658.64 1,678.58 4/28/11 Hoffman-Roth Funeral Home & Crematory, Inc., funeral 6,850.00 expenses 8/22/11 Greenbrook Memorials, grave mazker 1,035.00 TOTAL FUNERAL EXPENSES $12,348.56 ADMINISTRATION EXPENSES 4/13/11 Wayne F. Shade, Esquire, reimbursement for Register of Wills, probate $504.50 Cumberland Law Journal, advertise Letters Testamentary 75.00 579.50 4/25/11 Midway Self Storage, storage locker 42.40 4/28/11 Sovereign Bank, date-of--death account balance fee 20.00 5/19/11 The Sentinel, advertise Letters Testamentary 198.16 6/ 9/11 Midwa Self Stora e, stora e locker 42.40 -6- 6/27/11 Computershare, bond premium and processing fee to liquidate Nstar stock 185.24 7/14/11 Register of Wills, Short Certificate 4.00 9/21/11 Register of Wills, file inheritance tax return 15.00 2/13/12 Register of Wills, file supplemental inheritance tax return 15.00 7/ 1/12 Register of Wills, reserve for filing account 550.00 TOTAL ADMINISTRATION EXPENSES $1,651.70 FEDERAL, STATE, AND LOCAL TAXES 4/14/11 United States Treasury, 2009 amended income tax $2,916.00 4/14/11 Pennsylvania Department of Revenue, 2009 amended income tax 1,153.00 4/14/11 United States Treasury, 2010 income tax 4,914.00 4/14/11 Pennsylvania Department of Revenue, 2010 income tax 2,516.00 6/ 7/11 Register of Wills, estimated inheritance tax 20,500.00 7/28/11 Pennsylvania Department of Revenue, 2010 underpayment of estimated tax penalty 53.88 9/13/11 Pennsylvania Department of Revenue, 2009 individual income tax penalty 95.57 9/13/11 United States Treasury, 2009 individual income tax penalty 42,22 9/21/11 Register of Wills, Agent, inheritance tax 670.79 2/13/12 Register of Wills, Agent, supplemental inheritance tax 126.89 -7- 4/16/12 Pennsylvania Department of Revenue, 2011individual income tax 593.00 TOTAL FEDERAL, STATE, AND LOCAL TAXES $33,581.35 FEES AND COMMISSIONS 4/14/11 H&R Block, preparation of 2010 income tax return and 2009 amended income tax return $569.00 6/13/12 Smith Elliott Kearns & Company, preparation of 2011 individual income tax returns 400.00 7/6/12 Smith Elliott Kearns & Company, preparation of 2011 fiduci income tax returns 750.00 / /12 Janet L. Wylie, Executrix commission 15 000.00 / /12 Wayne F. Shade, Esquire, attorney fees 11,500.00 / /12 Wayne F. Shade, Esquire, reserve for attorney fees 1,000.00 / /12 Smith Elliot Kearns & Company, reserve for accountant fees 2,000.00 TOTAL FEES AND COMMISSIONS $31,219.00 TOTAL PRINCIPAL DISBURSEMENTS $89,097.73 INCOME RECEIPTS 3/31/11 Vanguard GNMA Fund Admiral Shares, income dividend $792.48 3/31/11 Vanguard Short-Term Investment Grade Admiral Fund, 422 35 income dividend . 4/20/11 Xcel Energy, income dividend 39.14 4/25/11 Vanguard GNMA Fund Admiral Shares, income dividend 648.29 4/25/11 Vanguard Short-Term Investment Grade Admiral Fund, 341.08 income dividend -8- 5/ 2/11 Nstar, dividend 85.00 6/ 9/11 First Energy Corp., dividend 55.00 8/ 1/11 Nstar, dividend 42.50 8/ 9/11 SunAmerica, interest 84.47 12/14/11 MetLife, dividend 46.62 7/25/12 Orrstown Bank, interest 649.55 7/31/12 Susquehanna Bank, interest 1,771.72 8/ 5/12 Susquehanna Bank CD, interest 100.11 TOTAL INCOME RECEIPTS $5,078.31 INCOME DISBURSEMENTS 6/12/12 Pennsylvania Department of Revenue, 2011 fiduciary income tax 178.00 TOTAL INCOME DISBURSEMENTS $178.00 -9- VERIFICATION JANET L. WYLIE, Executrix of the Will of Emma Louise Houska, Deceased, hereby declares under oath that she has fully and faithfully discharged the duties of her 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 her 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. § 4904 relating to unsworn falsification to authorities. Date: August 30, 2012 ~, ~'V Janet L. Wyl -10- IN RE: ESTATE OF IN THE COURT OF COMMON PLEAS OF EMMA LOUISE HOUSKA, :CUMBERLAND COUNTY, PENNSYLVANIA Deceased, Late of the :ORPHANS' COURT DIVISIOl~ ,;; Township of South Middleton, ~ ° ~.. ;~; c Cumberland County, Pennsylvania : N0.21-11-449 ~ ~ c~ .. ~ to ~ _} r; ; ~ ~ © i c- >~~ STATEMENT OF PROPOSED DISTRIBUTIO c: . -r, C ~~ ~_~ ~: ~._.y C.J ~,~ fTt The Executrix proposes to distribute the entire balance of the Estal~ for dist~utioY' under the provisions of Item Fourth of the Last Will and Testament of the decedent, as follows: 1. Richard Val Houska $145,329.95 2. Janet L. Wylie 145 329.95 3. Nancy M. Houska 72,664.98 4. Megan Schneeberger 36,332.49 5. Sally Newman 36,332.49 TOTAL $435,989.86 I, JANET L. WYLIE, Executrix of the Estate of Emma Louise Houska, Deceased, hereby declare under penalty of perjury that the foregoing Statement of Proposed Distribution is true and correct to the best of my knowledge, information and belief. Date: August 30, 2012 Janet L. Wylie