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HomeMy WebLinkAbout08-31-12 DECEDENT'S ESTATE r,a COURT OF COMMON PLEAS OF ~~ ~-:, ~ r - ~ - + --~ - , W "- T 1 f'Y 7 I ''' CUMBERLAND COUNTY, PENN SYLVANIA u~ - a ~_~ :: ORPHANS' COURT DIVISION c ~ ;, ; ,~~ ~,. ~ -r, ~; _~ a4 r- ~., m ~- ~~ ~ ESTATE OF ANNA MAE JULIAS ,DECEASED No. 21- 12-0288 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 insuff cient, riders may be attached. Attach the spouse 's election, if arty; 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: Stephen J. Hogg, Esquire Supreme Court I.D. No.: 36812 Name of Law Firm: Law Offices of Stephen J. Hogg Address: 19 S. Hanover Street, Ste. 101, Carlisle, PA 17013 Telephone: (717) 245-2698 Fax:s717) 245-0829 Form OC-01 rev. 10.13.06 Page 1 of 10 Estate of ANNA MAE JULIAS 1. Name(s) and address(es) of Petitioner(s): Name: Harry T. Julian Deceased Address: 129 Chester Street Identify any executors or administrators who have not joined in the Petition for Adjudication and Statement of Proposed Distribution and state reason: 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 February 21, 2012 Carlisle, PA 17013 m Letters Testamentary or ^Letters of Administration were granted to Petitioner(s) on March 7.2012 Date of Will (rf applicable): October 19, 1982 Date(s) of Codicil(s) (rf applicable): Date of probate (f different from date Letters granted): Was a bond required? ^Yes m 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: The Sentinel: 03/11/12, 03/18/12 03/25/12 Cumberland Law Journal: 03/16/12, 03/23/12, 03/30/12 FarmOC-0/ rev. /0./3.06 Page 2 of 10 Estate of ANNA MAE JULIAS Deceased 3. Was decedent survived by a spouse? ............................. DYes ~ No If yes, name of the surviving spouse: 4. Has the surviving spouse filed to take an elective share? ............. ^Yes m No (See Section 2201 et se . 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 (f none, so state): 6. Did decedent marry after execution of Will or Codicil(s)? ........... ~ Yes ~ No Were any children born to decedent after execution of Will or Codicil(s)? ........................................... ~ Yes m No If yes, give names and dates of birth: Name: Date of Birth: 7. If required by the Medical Assistance Estate Recovery Act, 62 P.S. § 1412, was a request for a statement of claim sent to the Department of Public Welfare? .............................. ®Yes ~ No FormOC-0/ rev. /0.!3.06 Page 3 of 10 Estate of ANNA MAE JiJLIAS Deceased 8. Written notice of the Audit as required by Pa. O.C. Rules 6.3, 6.7 and 6.8 has been or will be given to all parties in interest listed in item 9 below, all unpaid creditors and all claimants listed in item 10 below. In addition, notice of any questions requiring Adjudication as discussed in item 14 below has been or will be given to all persons affected thereby. A. If Notice has been given, attach a copy of the Notice as well as a list of the names and addresses of the parties receiving such Notice. B. If Notice is yet to be given, a copy of the Notice as well as a list of the names and addresses of the parties receiving such Notice shall be submitted at the Audit together with a statement executed by a Petitioner or counsel certifying that such notice has been given. C. If any person entitled to Notice is not sui juris (e.g., minors or incapacitated persons), Notice of the Audit has been or will be given to the appropriate representative on such party's behalf as required by Pa. O.C. Rule 5.2. D. If any charitable interest is involved, Notice of the Audit has been or will also be given to the Attorney General as required under Pa. O.C. Rule 5.5. In addition, the Attorney General's clearance certificate (or proof of service of Notice and a copy of such Notice) must be submitted herewith or at the Audit. 9. List all parties (charitable and non-charitable) of whom Petitioner(s) has/have notice or knowledge, having or claiming any interest in the estate as beneficiaries under the Will or Codicil(s) or as intestate heirs if there is a complete or partial intestacy: A. State each party's relationship to the decedent and the nature of each party's interest(s): Harry T. Julias son 20% 129 Chester Street Carlisle, PA 17013 Deano T. Julias son 20% 1009 Redwood Drive Carlisle, PA 17013 Form OC-01 rev. 10.13.06 Page 4 of 10 Estate of ANNA MAE JULIAS ,Deceased Each Parrv in /nteresi I Relationshia and Christopher T. Julias son 20% 611 Highland Avenue Carlisle, PA 17013 Steven T. Julias son 20% 249 Log Cabin Road Newville, PA 17241 Taygety T. McNally Newville, PA 17241 daughter 20$ 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 (egg Pa. O.C. Rule 12.4). 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. Form OC-O/ rev. lO.l3.o6 Page S Of 1 O Estate of ANNA MAE JULIAS 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 Amounr of Claim Claim Will Claim Admitted? Be Paid In Full? ^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 ONo Was family exemption allowed? ................................ ^Yes mNo Family exemption claimant's name and relationship: Name: Relationship: Formoc-ol rev. Io.13.06 Page 6 of 10 Estate of ANNA MAE JULIAS ,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: Dale Payment Interest April 24, 2012 775.67 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: B. Has notice of the question requiring adjudication been given to the parties identified in Paragraph 9 above? ................:. Q 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. Famoc-o/ rev. /0./3.06 Page 7 of 10 Estate of ANNA MAE JULIAS Deceased 16. Had the decedent been adjudicated an incapacitated person? .......... ~ Yes m 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. B. Has notice of the additional receipts and disbursements been given to the parties identified in Paragraph 9 above? ............. m Yes ~ No 18. If a reserve is requested, state amount and purpose. Purpose: 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 ©No the filing of a Schedule of Distribution? ..................... "...... ®Yes _ As to real estate only? ........................................ DYes mNo Form oc-ol rev. 10.13.06 Page 8 of 10 Estate of ANNA MAE JULIAS ,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 Dtstributee(s) Amount/Proportian Harry T. Julias 20% Deano T. Julias 20% Christopher T. Julias 20% a etty T. McNally 20$ B. ~r~r~c~pal: Proposed Distributee(s) AmoundProportion Submitted By: (All petitioners must sign. Add additional lines if necessary): Nam of Petition r: Harry .Julias Name of Petitioner: FormOC-01 rev. io.is.oa Page 9 of 10 Estate of ANNA MAE JULIAS ,Deceased Verification of Petitioner (Verification must be by at least one petitioner.) The undersigned hereby verifies * [that heishe he is r;ele Executor of the above-named name ojcorporntion Estate and] that the facts set forth in the foregoing Petition for Adjudication /Statement of Proposed Distribution which are within the personal knowledge of the Petitioner are true, and as to facts based on the information of others, the Petitioner, after diligent inquiry, believes them to be true; and that any false statements herein are made subject to the penalties of 18 Pa. C.S. § 4904 (relating to unsworn falsification to authorities). Signature of P itio e "Corporate petitioners mast 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 aut~rized by the Supreme Court, and that no changes to the form hq~Abeen made beyond the res nses herein. / Sierfature of Form oaoi rev. /O.I3.06 Page 10 of 10 PROOF OF PUBLICATION State of Pennsylvania, County of Cumberland Jackie Cox, Sales Director, 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 13th, 1881, since which date THE 5ENTINEL 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): March 11,18 & 25, 2012 COPY OF NOTICE OF PUBLICATION NOTICE Q~ ADMINISTRATION Letnre Tesumentary on the Eana of ANNA MAE JULIAS, late of Cumberland Counry, Cadiele, PA, deceased, have been granted to the undengnetl. All persons knowing themaeNes to be indebted to said Eatata will make payment immetlletely, and those having clr4im6 will present them for settlement to: SNpMn J. Hoyg, Esquln 19 South Hanover Street, Suite 101 Carksle, PA 17013 Harry T. Julies, Executor 129 Chaster Street Carlisle, PA 17013 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. _ Sworn to and sub~scpryibAedL before me this Notary Public My commission expires: g~zl,>;•!;; IJECKcNDu(?fJ '•Jotary Public CARLhLE nOP.;i'J3;{, CUI:CCEF.I.A.ND CNTY , 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 Cazlisle 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: Mazch 16 March 23 and March 30 2012 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 chazacter of publication are true. Julies, Anaa Mae, deed. Iate of Carlisle. Executor: Harry T. Julies, 129 Chester Street, Carlisle, PA 17013. Attorney: Stephen J. Hogg, Es- quire, 19 9. Hanover Stree[, Suite 101, Carlisle, PA 17013. ~. .-- Lis Marie Coyne, ditor SWORN TO AND SUBSCRIBED before me this 30 of March, 2012 . ~~~~~ Notary NOTARIAL SEAL DEBORAH A COLLINS Notary Public CARLISLE BOROUGH, CUMBERLAND COUNTY My Commission Expires Apr 28, 2014 , . r IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA ORPHAN'S COURT DIVISION NO. 21 12-0288 ESTATE OF ANNA MAE JULIAS PROPOSED DISTRIBUTION OF $17,499.64 Harry T. Julias - 20% $3,499.93 Deano T. Julias - 20% $3,499.93 Christopher Julias - 20% $3,499.93 Steven T. Julias - 20% $3,499.93 Taygety T. McNally - 20% $3,499.92 Total Estate Value $17,499.64 LAW OFFICES OF iTEPHEN J. HOGG 19 S. HANOVER STREET SUITE 101 CARLISLE, PA 17013 IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA ORPHAN'S COURT DIVISION NO. 21-12-0288 FIRST AND FINAL ACCOUNT OF HARRY T. JULIAS, EXECUTOR FOR THE ESTATE OF ANNA MAE JULIAS LATE OF NEVWILLE BOROUGH ~~~1 g~S M] Q o rn ~ ~ ~ ~ . rn ~ c .> ~ ~ ~,,~ ra ~.r U". ..._ ., ~ ~ oc C':+; J --~ -- ~„ , ,, "" ca ~~m c r ~ ~-~, .~ Date of Death: February 21, 2012 Letters Testamentary Granted: March 7, 2012 Advertising Grant of Letters: The Sentinel: 03/11/12, 03/18/12, 03/25/12 Cumberland Law Journal: 03/16/12, 03/23/12, 03/30/12 Accounting Filed: September 2012 ACCOUNT FINAL AS OF: G~sV4iu~ ~~~,~~_~ LAW OFFICES OF STEPHEN J. NOGG 19 S. HANOVER STREET SUITE 101 CARLISLE, PA 17013 IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA ORPHAN'S COURT DIVISION NO. 21-12-0288 ESTATE OF ANNA MAE JULIAS Purpose of the Account: Harry T. Julias, Executor of this Estate files this Accounting to acquaint interested parties with the transactions that have occurred during his execution. The Account also indicates the proposed distribution of the estate. It is important for the Account to be carefully examined. Requests for additional information or questions or objections can be discussed with the .undersigned Attorney for the Estate. Stephen J. Hogg, Esquire 19 S. Hanover Street, Suite 101 Carlisle, PA 17013 (717) 245-2698 Attorney for Estate LAW OFFICES OF STEPHEN J. NOGG 19 S. HANOVER STREET SUITE 101 CARLISLE, PA 17013 RECEIPTS OF PRINCIPAL LAW OFFICES OF STEPHEN J. HOGG 19 S. HANOVER STREET SUITE 101 CARLISLE, PA 17013 REFUNDS Capital Blue Cross Refund $ 161.07 JOINTLY OWNED PROPERTY All accounts listed here are jointly owned by Decedent, Anna Mae Julias and daughter, Taygety T. Julias M8~T Bank Checking Account #782254 DOD Value $8,135.07 $4,067.54 Accuued Interest $.05 $ .03 M&T Bank Savings Account #15004200577351 DOD Value $22,353.88 $11,176.94 Accrued Interest $.42 .21 M&T Bank Certificate of Deposit Account#31003913027122 DOD Value $22,738.51 $11,369.26 Accrued Interest $121.49 $ 60.75 TOTAL GROSS ASSET $26,835.80 DISBURSEMENTS OF PRINCIPAL DEBTS OF DECEDENT ADMINISTRATIVE EXPENSES Ewing Brothers Funeral Home, Inc. $4,793.47 Hoy's Greenhouse -flowers for funeral $ 265.00 Carlisle Kitchen Fund $ 262.50 Personal Representative's Commission $1,338.74 Attorney fees $1,338.74 Probate fees $ 137.50 Advertisement: Cumberland Law Journal $ 75.00 Carlisle Sentinel $ 189.54 Inheritance Tax Return Filing Fee $ 30.00 Final Accounting Filing Fee $ 130.00 Subtotal Admin Expenses $8,560.49 Inheritance Tax Paid 04/23/12 $ 775.67 Subtotal Tax $ 775.67 TOTAL EXPENSES AND DISBURSEMENTS $9,336.16 TOTAL GROSS ASSETS $26,835.80 LESS EXPENSES AND DISBURSEMENTS $ 9,336.16 NET ESTATE AMOUNT FOR DISBURSEMENT $17,499.64 LAW OFFICES OF STEPHEN J. HOGG 19 S. HANOVER STREET SUITE 101 CARLISLE, PA 17013 VERIFICATION I, Harry T. Julias, do hereby verify that I am the Executor herein, and that the facts set forth in the aforegoing First and Final Accounting are true to the best of my knowledge, information and belief, upon information supplied. I understand that false statements herein are subject to the penalties of 18 Pa. C.S.A. §4904, relating to unsworn falsifications to authorities. date: ~-~7-/~- Harry T. Julia Sworn to or affirm , and subscri d to before me by witnesses, this ~ day of , 2012. My Commission Expires: NOTARIAL Sg/1L ~• ~ NotWy Publk ~0. end Co. PA w o~Mr..~~ ems.. a.n~..e.-~, so» LAW OFFICES OF STEPHEN J. HOGG 19 S. HANOVER STREET SUITE 101 CARLISLE, PA 17013 CONSENT TO DISTRIBUTION I, the undersigned party in interest in the Estate of Anna Mae LAW OFFICES OF STEPHEN J. HOGG 19 S. HANOVER STREET SUITE 101 CARLISLE, PA 17013 Julias, aver I have received and read a copy of the attached First and Final Accounting with a proposed final distribution schedule. I understand the proposed distribution and have no objection thereto. Date: ~ 2?~lZ /` r Harry T. Julia CONSENT TO DISTRIBUTION I, the undersigned parry in interest in the Estate of Anna Mae LAW OFFICES OF STEPHEN J. HOGG 19 S. HANOVER STREET SUITE 101 CARLISLE, PA 1'7013 Julias, aver I have received and read a copy of the attached First and Final Accounting with a proposed final distribution schedule. I understand the proposed distribution and have no objection thereto. Date: -2 o/.z J Deano T. Julias CONSENT TO DISTRIBUTION I, the undersigned party in interest in the Estate of Anna Mae Julias, aver I have received and read a copy of the attached First and Final Accounting with a proposed final distribution schedule. I understand the proposed distribution and have no objection thereto. Date: cry ?~^~/~. -- (~ hristop r T. Julias LAW OFFICES OF STEPHEN J. HOGG 19 S. HANOVER STREET SUITE 101 CARLISLE, PA 17013 CONSENT TO DISTRIBUTION I, the undersigned party in interest in the Estate of Anna Mae Julias, aver I have received and read a copy of the attached First and Final Accounting with a proposed final distribution schedule. I understand the proposed distribution and have no objection thereto. Date: ~" ~ s" t ~ ~'i.,~ru~ T. ~.~~ Steven T. Juli LAW OFFICES OF STEPHEN J. HOGG 19 S. HANOVER STREET SUITE 101 CARLISLE, PA 17013 CONSENT TO DISTRIBUTION I, the undersigned party in interest in the Estate of Anna Mae Julias, aver I have received and read a copy of the attached First and Final Accounting with a proposed final distribution schedule. I understand the proposed distribution and have no objection thereto. Date: 2 ~ 2,012 ~~'~'~-~~ `~C ~ \"-""~ Taygety T. McNally LAW OFFICES OF STEPHEN J. HOGG 19 S. HANOVER STREET SUITE 101 CARLISLE, PA 17013 -.._.. LAST WILL I, ANNA MAE JULIAS, of the Borough of Carlisle, Cumberland County, Pennsylvania, declare this to be my Last Will and revoke any wills previously made by me. I. I devise and bequeath my entire estate of whatever nature i or wherever situated to my husband, Tom Julias. II. In the event my husband does not survive me, I devise and bequeath said residue to my children in equal shares. III. I appoint my husband, Tom Julias, to be Executor of this my Last Will. In the event he fails to qualify or ceases to act, then I appoint my son, Harry Tom Julias. IV. I direct that my Executor need not file bond in this or any other jurisdiction. IN WITNESS WHEREOF, I have hereunto set my hand and seal to this my Last Will this J ~~d'ay of October, 1982. ~~~~ .__ _.. r~ (SEAL) ~// The preceding instrument consisting of this one page was on the date thereof signed, published and declared by Anna Mae Julias, the testator herein, as and for her Last Will, in the presence of us, who at her request, in her presence, and in the presence of each other, have subscribed our names as witnesses hereto. ' _ ~. ,, ~~- ! -, r, ~ C -,-, - ~, ._> ' C STATE OF PENNSYLVANIA .. SS COUNTY OF CUMBERLAND :: We ,. Anna Mae Julias,.Frances H. Del Duca and George B. Faller, the testator and witnesses, respectively, whose names are signed to the attached or foregoing instrument, being first duly sworn, do hereby declare to the undersigned authority that the testator signed and executed the instrument as her Last Will and that she had signed willingly, and that she executed it as her free and voluntary act for the purposes therein expressed, and that each of the witnesses, in the presence and hearing of the testator, signed the will as witness and that to the best of his knowledge the testator was at that time eighteen years of age or older, of sound mind and under no constraint or' undue influence. ~. A C _ ~ 1 , .v, ~ _ , estator i -' Witness Witnes \_ SUBSCRIBED, sworn to and acknowledged before me by Anna Mae Julias, the testator, and subscribeu and sworn to before me by Frances H. Del Duca and George B. Faller, witnesses, this=~~t~day of October, 1982. ~,/' n ~ ~~ , Notary Puolic ;,;~ $HIRIF'~ P ~! ^'ENGER, Not?ry PubliC ~..;~,~ . REGISTER OF WILLS CUMBERLAND COUNTY PENNSYLVANIA CERTIFICATE OF GRANT OF LETTERS No . 2012- 00288 PA No . 21- 12- 0288 Estate Of: ANNA MAEJULIAS (First Midtlle, Last! Late Of : NEWVILLE BOROUGH CUMBERLAND COUNTY Deceased Social Security No: 189-09-5130 - WHEREAS, on the 7th day of March 2012 an instrument dated October 19th 1982 was admitted to probate as the last will of ANNA MAEJULIAS !First, Midtl/e, Lesd late of NEWV/LLEBOROUGH, CUMBERLAND County, who died on the 21st day of February 2012 and WHEREAS, a true copy of the will as probated is annexed hereto. THEREFORE, I, GLENDA EARNER STRASBAUGH Register of Wills in and for CUMBERLAND County, in the Commonwealth of Pennsylvania, hereby certify that I have this day granted Letters TESTAMENTARY to: HARRY T JULIAS who has duly qualified as EXECUTOR(R/Xl and has agreed to administer the estate according to law, all of'which fully appears of record in my office at CUMBERLAND COUNTY COURT HOUSE, CARLISLE, PENNSYLVANIA. IN TESTIMONY WHEREOF, I have hereunto set my hand and affixed the seal of my office on the 7th day of March 2012. tro l epu y **NOTE** ALL NAMES ABOVE APPEAR (FIRST, MIDDLE, LAST) 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 regulaz editions and issues of the said Cumberland Law Journal on the following dates, viz: Mazch 16 March 23 and Mazch 30 2012 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 aze true. Julian, Aann Mae, deed. Late of Carlisle. Executor: Harry T. Julias, 129 Chester Street, Carlisle, PA 17013. Attorney: Stephen J. Hogg, Es- quire, 19 S. Hanover Street, Suite 101, Carlisle, PA 17013. /Lis Marie Coyne, Editor SWORN TO AND SUBSCRIBED before me this 30 of Mazch. 2012 • b 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 Cumberland Tackie Cox, Sales Director, 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 13th, 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): March 11,18 & 25, 2012 COPY OF NOTICE OF PUBLICATION NOTICE 4.E ADMINISTRATION Lelbra Testamentary on the Estate of ANNA MAE JULIAS, late of Cumpsnand County, Cadisle, PA, deceased, have been granted to the undersigned. All persona knowing themselves to t>e indefited to said Estate will make payment immediately, and those having claims will present them for settlsmsntro: ., Harry T. Julies, Executor 129 Cheater Street ' Cadisle, PA 17013 9b Mn J. Nagg Eequln 19 South Hanover Street, Suite 107 CanfeN, PA 17013 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. ~- Sworn to and subscribed before me this Notary Public My commission expires: l~1~~TA,;IAL ;EP.L , B M21 A?tip: HECK:NGOflFI (votary Public GARLISL~ p0E0'JGH CUI~C'::ERLAND CMTY BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION PO BOX 200601 HARRISBURG PA 17128-0601 NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX Pennsylvania DEPARTMENT OF REVENUE REV-1547 EX AFP (12-11) DATE 08-13-2012 ESTATE OF JULIAS ANNA M DATE OF DEATH 02-21-2012 FILE NUMBER 21 12-0288 COUNTY CUMBERLAND STEPHEN J NOGG ESQ ACN 101 STE 101 APPEAL DATE: 10-12-2012 19 S HANOVER ST (See reverse side underObjeelions). CARLISLE PA 17013-3326 A~oun.t. Ra~itted MAKE CHECK PAYABLE AND REMIT PAYMENT TOs REGISTER OF WILLS 1 COURTHOUSE SQUARE CARLISLE PA 17013 CUT ALONG THIS LINE -'-) RETAIN LOWER PORTION FOR YOUR RECORDS ~--- REV-1547 EX AFP C12-11) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF: JULIAS ANNA " MFILE N0.:21 12-0288 ACM: 101 DATEd 08-13-2012 TAX RETURN WAS: C X) ACCEPTED AS FILED C ) CHANGED APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. Real Estate (Schedule A) (1) .00 NOTE: To ensure proper 2 Stocks end Bonds (Schedule B) (2) .00 credit to your account. . 00 subelt the upper portion 3. Closely Hold Stock/Partnership Interest CSchodulo C) C3) of this fore with your 4. Mortgages/Notes Receivable CSchodulo D) C4) •00 tax payeent. 5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) C5) 1(1.07 6. Jointly Owned Property (Schedule F) (6) 26,613.74 7. Transfers (Schedule G). ~ (7> .00 e. Total Assets Ca) 26.774.81 APPROV ED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expenses/Adm. Costs/Misc. Expanses (Schedule H) (g7 8.63 0.49 10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) .00 11. Total Deductions (11) 8,630.49 12. Net Value of TaxRoturn _ (12) 18.144.32 1S. Charitable/Governeental Bequests;. Non-elected 9113 Trusts (Schedule J) C13) .00 14. Not Value of Estate Subject to Tax C14) 18,144.32 NOTE: If an assess~ent was issued previously, lines 14. 15 and/or 16, 17, 18 and 19 will reflect figures that include the total of ALL returns assessed to date. ASSESS MENT OF TAX: 15. Aeount of Line 14 at Spousal rate (15) .00 7( 00 ~ .00 16. Aeount of Lino 14 taxable at Lineal/Class A rate C16) 18.144 _ 32 x 045 816.49 17. Aeount of lino 14 at Sibling rate _ (175 _DO X 1Z ' .00 16. Aeount of Line 14 taxable at Collateral/Class B rate C18) .00 7( 15 ~ .00 19. Principal Tax Due C19 )' 816.49 TAY CR EDITS: PAYMENT DATE RECEIPT NUMBER DISCOUNT C+) INTEREST/PEN PAID (-) AMOUNT PAID 04-24-2012 CD015883 40.82 775.67. w IF PAID AFTER DATE INDICATED. SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. TOTAL TAX PAYMENT 816.49 BALANCE OF TAX DUE .00 INTEREST AND PEN. .00 TOTAL DUE .00 IF TOTAL DUE IS REFLECTED~AS A "CREDIT" CCR). YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA ORPHAN'S COURT DIVISION NO. 21 12-0288 ESTATE OF ANNA MAE JULIAS PROPOSED DISTRIBUTION OF $17,499.64 LAW OFFICES OF STEPHEN J. HOGG 19 S. HANOVER STREET SUITE 101 CARLISLE, PA 17013 Harry T. Julias - 20% $3,499.93 Deano T. Julias - 20% $3,499.93 Christopher Julias - 20% $3,499.93 Steven T. Julias - 20% $3,499.93 Taygety T. McNally - 20% $3,499.92 Total Estate Value $17,499.64