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Home My WebLink About10-26-12DECEDENT'S ESTATE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA ORPHANS' COURT DIVISION ESTATE OF MARGARET L. BALOG ,DECEASED 21-12-00367 No. ~..~ t:.~ :~ . ~' ~ ~ , , ~~ , - '~ cn rv r-~ ~i ~G7..? Q~ _fi7 CJ PETITION FOR ADJUDICATION / ° ~-~ ` -' %-,., cac -n `' + n - STATEMENT OF PROPOSED DISTRIBUTION . ~ ~ ~ rv ~~ ,~ ~ rn' PURSUANT TO Pa. O.C. Rule 6.9 ~ o `~ ~; 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: Gary L. Costlow Supreme Court I.D. No.: 21835 Name of Law 351 Budfield Street, Johnstown, PA 15904 Telephone: (814) 262-0564 Fax: (8141262-0434 Form OC-Ol rev. 10.13.06 Page 1 of 10 Estate of MARGARET L. BALOG 1. Name(s) and address(es) of Petitioner(s): tvame: Gregory Burch Address: P.O. BOX 627 Charles Town, WV 25414 Phyllis Slonac P.O. Box 79 St. Michael, PA 15951 Deceased 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 10, 2011 ® Letters Testamentary or ~ Letters of Administration were granted to Petitioner(s) on Mazch 27.2012 Date of Will (if applicable): March 29, 2005 Date(s) of Codicil(s) (if applicable): Date of probate (if different from date Letters granted): 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 County Legal Journal - Apri127, May 4 & May 11, 2012. The Sentinel -April 17, 24 & May 1, 2012 Form OC-Ol rev. 10.13.06 Page 2 of 10 Estate of MARGARET L. BALOG 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 ~. of the Probate, Estates and Fiduciaries Code) If yes, date of 5. In the case of an intestacy, state the names of the decedent's surviving children or surviving issue of deceased children (if none, so state): 6. Did decedent marry after execution of Will or Codicil(s)? ........... ~ Yes ~ No Were any children born to decedent after execution of Will or Codicil(s)? ........................................... ~ Yes ®No If yes, give names and dates of birth: Name: Date of Birth: 7. If required by the Medical Assistance Esta[e Recovery Act, 62 P.S. § 1412, was a request for a statement of claim sent to the Department of Public Welfare? ........................N~?' ... Yes ~ No Form OC-Ol rev. IO.I3.06 Page 3 of 10 Estate of MARGARET L. BALOG 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): ane Gregory Burch Nephew 20% P.O. Box 627 Charles Town, WV 25414 Phyllis Slonac Niece 10% P.O. Box 79 St. Michael, PA 15951 Form OC-0] rev. 10.13.06 Page 4 of 10 Estate of MARGARET L. BALOG Helen Burch P.O. Box 627 Charles Town, WV 25414 Georgina Dickson 15 Meadowbrook Drive Kingston, NY 12401 Deceased Re/ationsh' and Comments i an /merest Sister 4% Niece I 2% 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 party, state date of death, date and place of grant of Letters and type of Letters granted. Form OC-01 rev. 10.13.06 Page 5 of 10 Estate of MARGARET L. BALOG, Deceased 9. A. Name and Address of Each Party In Interest Relationship and comments, if any Nicholas Gantner Great 1522 Lucas Avenue Ext. Grand Nephew Cotterkill, NY 12401 Kailey Verbicky Great 424 Naugle Drive Grand Niece Johnstown, PA 15904 Elsie Bernadini Niece 923 Kenne Street East Syracuse, NY 13057 Nicholas Slonac Great 2122 Canterbury Drive Grand Nephew Mechanicsburg, PA 17055 St. Peter & Paul Orthodox Church 141 Hoffman Farm Road Windber, PA 15963 St. Peter & Paul Orthodox Cemetery 141 Hoffman Farm Road Windber, PA 15963 Christ the Savior Orthodox Seminary 225 Chandler Avenue Johnstown, PA 15906 Holy Apostles Orthodox Mission c/o Father Timothy E. Hojnick, Pastor 5006 E. Trendle Road, Suite 101 Mechanicsburg, PA 17050 Interest 1% 3% 3% 3% 15°k 2°~ 10°k 7% Name and Address of Each Party in Interest Relationship and comments, if any Interest Christ the Savior Orthodox Church 4°~6 5501 Locust Lane Harrisburg, PA 17109 Windber Library 5°~ 1909 Graham Avenue Windber, PA 15963 Community Nursing Program 5°~ School of Nursing of the University of Pittsburgh 3500 Victoria Street Pittsburgh, PA 15261 University of Pittsburgh at Johnstown 5°~6 450 Schoolhouse Road Johnstown, PA 15904 Orthodox Monastery of Transfiguration 1 °k 321 Monastery Lane Ellwood City, PA 16117 Estate of MARGARET L. BALOG __ ,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 /n Full? Yes ~ Yes No ~ No Yes ®Yes ONo ®No Yes DYes ~No ~ No Yes Yes No Q 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: Relatlonsnip: Form OC-01 rev. 10.13.06 Page 6 of 10 Estate of MARGARET L. BALOG 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 06-11-12 Pnyment Interest 88,406.39 0 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: None. 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. 70.73.06 Page 7 of 10 Estate of MARGARET L. BALOG 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. 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. Amount: Purpose: If a reserve is requested for counsel fees, has notice of [he 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? ........................................ ®Yes ~ No Form OC-OI rev. 10.13.06 Page 8 of 10 Estate of MARGARET L. BALOG Deceased Wherefore, your Petitioner(s) ask(s) that distribution be awarded to the parties entitled and suggest(s) that the distributive shares of income and principal (residuary shares being stated in proportions, not amounts) are as follows: A. Income: Proposed Distributee(s) Interest from Estate Checking Account is included in Section B to Proposed Distributees B. Principal: Proposed Distributee(s) Gregory Burch Phyllis Slonac Helen Burch Amount/Proportion AmountlProportion 20% 10% 4% Submitted By: (All petitioners must sign. Add additional lines if necessary): Gregory Burch of Petitioner: phyllis Slonac Form OC-01 rev. 10.13.06 Page 9 of 10 Estate of MARGARET L. BALOG, Deceased 10. B. Proposed Distributees AmounUProportion Georgina Dickson 2% Nicholas Gantner 1 °~ Kailey Verbicky g°~ Elsie Bernadini 3% Nicholas Slonac gq, St. Peter & Paul Orthodox Church ~ 5°~ St. Peter & Paul Orthodox Cemetery 2% Christ the Savior Orthodox Seminary 10°,~ Holy Apostles Orthodox Mission 7°~ Christ the Savior Orthodox Church 4°~ Windber Library 5°~ Community Nursing Program 5°~ School of Nursing of the University of Pittsburgh University of Pittsburgh at Johnstown 5% Orthodox Monastery of Transfiguration 1 °~ Estate of MARGARET L. BALOG Verification of Petitioner (Verification must be by at least one petitioner.) Deceased The undersigned hereby verifies * [that neisne is :i,te of the above-named name of corporation 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). S Si ture 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 r}~ade beyond the responses herein. ~ V / Counsel for Petitioner Form OC-01 rev. 10.13.06 Page 10 of 10 l,~~i,~~ File No. 21-12-00367 IN THE COURT OF COMMON PLEAS CUMBERLAND COUNTY, PENNSYLVANIA ORPHANS' COURT DIVISION IN THE ESTATE OF MARGARET L. BALOG, DECEASED LATE OF THE TOWNSHIP OF UPPER ALLEN, CUMBERLAND COUNTY, PENNSYLVANIA FIRST AND FINAL ACCOUNT OF PHYLLIS SLONAC AND GREGORY BURCH Decedent died: December 10, 2011 Letters granted: March 27, 2012 First complete advertisement of Letters: Cumberland Co The Sentinel: ~ .bo ~~ cn ~;~ - c-~ ~ ~C~~:J `i `•"•' T" r~ Legal: Journal M,Sy 1, ~'0 May 1, 201 RECEIPTS -PERSONAL PROPERTY PNC Bank -Money Market Account $ 29,251.30 PNC Bank -Checking Account 35,108.37 Genworth Financial Life Insurance Company 2,339.74 Kisiel Funeral Home -Refund 3,071.07 First Clearing, LLC 5,464.21 Albert Pharmacy -Refund 42.92 Members 1 b' Federal Credit Union Certificate of Deposit 5,793.39 Pennsylvania State Employees Credit Union 3,773.26 State Employees' Retirement System 941.03 United States Treasury Retired Pay 538.33 William Kisiel Funeral Home Refund 20.00 PNC Bank -Safe Deposit Box Refund 27.50 Wells Fargo Advisors 1,366,427.57 Tri Care Health Insurance Refund 86.58 United States Treasury -Refund 3,472.00 Interest on Estate Account ~ 2 7 5.58 TOTAL RECEIPTS -PERSONAL PROPERTY $1,459,092.58 DISBURSEMENTS -PERSONAL PROPERTY Messiah Village Nursing Home Robert C. Ondick -Tax Preparation PA Department of Revenue -Taxes Phyllis Slonac -Funeral Clothes and Luncheon 1 S' Summit Bank -Estate Checks Register of Wills -Probate Fee The Sentinel -Legal Advertising Cumberland County Law Journal -Legal Advertising Phyllis Slonac -Executor's Fee Gregory Burch -Executor's Fee Gary L. Costlow -Attorney's Fee Register of Wills -Filing Fee Register of Wills, Agent -Inheritance Tax Register of Wills -Additional Fee on Letters 1S` Summit Bank -Wire Transfer Fee Register of Wills -Filing Fee for First and Partial Account TOTAL PERSONAL PROPERTY DISBURSEMENTS $12,348.58 500.00 174.00 468.05 138.29 173.50 210.78 75.00 20,437.50 20,437.50 40,875.00 30.00 88,406.39 770.00 10.25 830.00 $185,884.84 SUMMARY -PERSONAL PROPERTY AND REAL ESTATE Total Personal Property Receipts $1,459.092.85 TOTAL RECEIPTS $1,459,092.85 Less Disbursements ~ 185.884.84 Net Balance for Distribution $1,273,208.01 -2- UNPAID DEBTS and CLAIMS None Respectfully submitted, ,~ r H LLIS LONAC Co-Executor of the Estate of Margaret L. Balog, Deceased GR Y BU CH Co xecutor of the Estate of Margaret L. Balog, Deceased -3- File No. 21-12-00367 IN THE COURT OF COMMON PLEAS CUMBERLAND COUNTY, PENNSYLVANIA ORPHANS' COURT DIVISION IN THE ESTATE OF MARGARET L. BALOG, DECEASED LATE OF THE TOWNSHIP OF UPPER ALLEN, CUMBERLAND COUNTY, PENNSYLVANIA FIRST AND FINAL ACCOUNT OF PHYLLIS SLONAC AND GREGORY BURCH CO-EXECUTORS NET DISTRIBUTABLE ESTATE $1,273,208.01 3/4 DISTRIBUTED (OR TO BE DISTRIBUTED) AS FOLLOWS: Gregory Burch (Total 20°~) $ 254,641.60 P.O. Box 627 Charles Town, WV 25414 Phyllis Slonac (Total 10°,6) $ 127,320.80 P.O. Box 79 St. Michael, PA 15951 Helen Burch (Total 4°~6) $ 50,928.32 P.O. Box 627 Charles Town, WV 25414 Georgina Dickson (Total 2°~6) $ 25,464.16 15 Meadowbrook Drive Kingston, NY 12401 Nicholas Gantner (Total 1 °~) $ 12,732.08 1522 Locus Avenue Ext. Cotterkill, NY 12419 Kailey Verbicky (Total 3%) $ 38,196.24 424 Naugle Drive Johnstown, PA 15904 Elsie Bernadini (Total 3°~6) $ 38,196.24 923 Kenne Street East Syracuse, NY 13057 ~4- R Nicholas Slonac (Total 3°~) 2122 Canterbury Drive Mechanicsburg, PA 17055 St. Peter 8~ Paul Orthodox Church (Total 15°~) 141 Hoffman Farm Road Windber, PA 15963 St. Peter & Paul Orthodox Cemetery (Total 2%) 141 Hoffman Farm Road Windber, PA 15963 Christ the Savior Orthodox Seminary (Total 10°~) 225 Chandler Avenue Johnstown, PA 15906 Holy Apostles Orthodox Mission (Total 7°~) c/o Father Timothy E. Hojnick, Pastor 5006 E. Trendle Road, Suite 101 Mechanicsburg, PA 17050 Christ the Savior Orthodox Church (Total 4°~) 5501 Locust Lane Harrisburg, PA 17109 Windber Library (Total 5%) 1909 Graham Avenue Windber, PA 15963 Community Nursing Program (Total 5°~G) School of Nursing of the University of Pittsburgh 3500 Victoria Street Pittsburgh, PA 15261 University of Pittsburgh at Johnstown (Total 5°~) 450 Schoolhouse Road Johnstown, PA 15904 Orthodox Monastery of Transfiguration (Total 1 °~) 321 Monastery Lane Ellwood City, PA 16117 BALANCE REMAINING TO BE DISTRIBUTED -5- $ 38,196.24 $ 190,981.20 $ 25,464.16 $ 127,320.80 $ 89,124.56 $ 50,928.32 $ 63,660.40 $ 63,660.40 $ 63,660.40 $ 12,732.09 $ -0- File No. 21-12-00367 IN THE COURT OF COMMON PLEAS CUMBERLAND COUNTY, PENNSYLVANIA ORPHANS' COURT DIVISION IN THE ESTATE OF MARGARET L. BALOG, DECEASED LATE OF THE TOWNSHIP OF UPPER ALLEN, CUMBERLAND COUNTY, PENNSYLVANIA FIRST AND FINAL ACCOUNT OF PHYLLIS SLONAC AND GREGORY BURCH CO-EXECUTORS COMMONWEALTH OF PENNSYLVANIA COUNTY OF CAMBRIA SS: Before me, the undersigned authority, a Notary Public in and for said Commonwealth an County, personally appeared Phyllis Slonac and Gregory Burch, Co-Executors, who being duly sworn according to law, deposes and says that the foregoing Account and Proposed Schedule of Distribution are just, true and correct, and that the Letters Testamentary and the first complete advertisement thereof occurred more than four (4) months prior to the filing of the Account. YLLI SLONAC o-Executor of the Estate of Margaret L. Balog, Deceased GRf~~RY BURCH Co- xecutor of the Estate of Margaret L. Balog, Deceased -6- COMMONWEALTH OF PENNSYLVANIA SS: COUNTY OF CAMBRIA On this, the 2na day of October, 2012, before me, the undersigned officer, personally appeared PHYLLIS SLONAC, known to me (or satisfactorily proven) to be the person whose name is subscribed to the within instrument and acknowledged that she executed the same for the purposes herein contained. IN WITNESS WHEREOF, I hereunto set my hand and official seal. NOTARIAL SEAL MARfiARET M C08TLOW Hoary PYWk Ig1y1LANO TIIYP., CAMBRIA COUN1y ~ C~enlMeioo EgNOS Nov 21. ~fi . _, ;' blic STATE OF WEST VIRGINIA COUNTY OF JEFFERSON SS: On this, the ~~day of October, 2012, before me, the undersigned officer, personally appeared G EGORY BURCH, known to me (or satisfactorily proven) to be the person whose name is subscribed to the within instrument and acknowledged that he executed the same for the purposes herein contained. IN WITNESS WHEREOF, I hereunto set my hand and official seal. ~ Wtar OFFICIAL SEAL vv~~ "'s NOTARY PU6LIC 5~e !. ~ ~ , ~ STATE OF YVEST VIRGINIA "" ~ STACY L DURANKO '.a~ ' Bank Of Chanss Town `e.; ••`,. ~; .^°` 9~a0 CIwM~ Town Rad, Itgrryy~WM WV P6a70 -~°-~ MYn~Pk..•.PM~,+a78,Z02, Notary blic -~- ~~„ ...._.. ;lY. Y'ING ,. .z ; ryyt ' ,t.1~ti~iz~ EIbY ,?v' ,^1 ~,9u81R11yi({~ YIM ,...wri..~w.~w 1~ File No. 21-12-00367 IN THE COURT OF COMMON PLEAS CUMBERLAND COUNTY, PENNSYLVANIA ORPHANS' COURT DIVISION IN THE ESTATE OF MARGARET L. BALOG, DECEASED LATE OF THE TOWNSHIP OF UPPER ALLEN, CUMBERLAND COUNTY, PENNSYLVANIA FIRST AND FINAL ACCOUNT OF PHYLLIS SLONAC AND GREGORY BURCH CO-EXECUTORS CONFIRMATION OF ACCOUNT AND NOW, this day of , 2012, the First and Final Account and Proposed Schedule of Distribution of the above Estate is confirmed absolutely and the Executors, Phyllis Slonac and Gregory Burch, are authorized and directed to distribute the estate assets in accordance with the First and Final Account and Proposed Schedule of Distribution. BY THE COURT: File No. 21-12-00367 IN THE COURT OF COMMON PLEAS CUMBERLAND COUNTY, PENNSYLVANIA ORPHANS' COURT DIVISION IN THE ESTATE OF MARGARET L. BALOG, DECEASED LATE OF THE TOWNSHIP OF UPPER ALLEN, CUMBERLAND COUNTY, PENNSYLVANIA AMENDED FIRST AND FINAL ACCOUNT OF PHYLLIS SLONAC AND GREGORY BURCH CO-EXE 6UTORS ~ ~ ~ o ~; ~ Decedent died: December 10, 2011 ~~ ~^ ~ ~ ~ f , Letters granted: March 27, 2012 ~ y ,~, ;~= rn Fi - ~n 52' rst complete advertisement of Letters: Cumberland Co. Legal Journal: Ma y 1, 201 The Sentinel: May 1, 2012 RECEIPTS -PERSONAL PROPERTY PNC Bank -Money Market Account PNC Bank -Checking Account Genworth Financial Life Insurance Company Kisiel Funeral Home -Refund First Clearing, LLC Albert Pharmacy -Refund Members 151 Federal Credit Union Certificate of Deposit Pennsylvania State Employees Credit Union State Employees' Retirement System United States Treasury Retired Pay William Kisiel Funeral Home Refund PNC Bank -Safe Deposit Box Refund Wells Fargo Advisors Tri Care Health Insurance Refund United States Treasury -Refund Interest on Estate Account $ 29,251.30 35,108.37 2,339.74 3,071.07 5,464.21 42.92 5,793.39 3,773.26 941.03 538.33 20.00 27.50 1,366,427.57 86.58 3,472.00 2 7. 35.58 TOTAL RECEIPTS -PERSONAL PROPERTY $1,459,092.58 DISBURSEMENTS -PERSONAL PROPERTY Messiah Village Nursing Home Robert C. Ondick -Tax Preparation PA Department of Revenue -Taxes Phyllis Slonac -Funeral Clothes and Luncheon 1 S` Summit Bank -Estate Checks Register of Wills -Probate Fee The Sentinel -Legal Advertising Cumberland County Law Journal -Legal Advertising Phyllis Slonac -Executor's Fee Gregory Burch -Executor's Fee Gary L. Costlow -Attorney's Fee Register of Wills -Filing Fee Register of Wills, Agent -Inheritance Tax Register of Wills -Additional Fee on Letters 1S` Summit Bank -Wire Transfer Fee Register of Wills -Filing Fee for First and Partial Account TOTAL PERSONAL PROPERTY DISBURSEMENTS $12,348.58 500.00 174.00 468.05 138.29 173.50 210.78 75.00 20,437.50 20,437.50 40,875.00 30.00 88,406.39 770.00 10.25 830.00 $185,884.84 SUMMARY -PERSONAL PROPERTY AND REAL ESTATE Total Personal Property Receipts TOTAL RECEIPTS Less Disbursements $1,459.092.85 $1,459,092.85 $ 185.884.84 Net Balance for Distribution $1,273,208.01 UNPAID DEBTS and CLAIMS None Respectfully submitted, P LLIS SLONAC Co-Executor of the Estate of Margaret L. Balog, Deceased GR Y B RCH Co- ecutor of the Estate of Margaret L. Balog, Deceased File No. 21-12-00367 IN THE COURT OF COMMON PLEAS CUMBERLAND COUNTY, PENNSYLVANIA ORPHANS' COURT DIVISION IN THE ESTATE OF MARGARET L. BALOG, DECEASED LATE OF THE TOWNSHIP OF UPPER ALLEN,. CUMBERLAND COUNTY, PENNSYLVANIA AMENDED FIRST AND FINAL ACCOUNT OF PHYLLIS SLONAC AND GREGORY BURCH CO-EXECUTORS NET DISTRIBUTABLE ESTATE $1,273,208.01 3/4 DISTRIBUTED (OR TO BE DISTRIBUTED) AS FOLLOWS: Gregory Burch (Total 20°~) $ 233,885.32 P.O. Box 627 Charles Town, WV 25414 Phyllis Slonac (Total 10°k) $ 116,942.66 P.O. Box 79 St. Michael, PA 15951 Helen Burch (Total 4%) $ 46,777.06 P.O. Box 627 Charles Town, WV 25414 Georgina Dickson (Total 2°~6) $ 23,388.53 15 Meadowbrook Drive Kingston, NY 12401 Nicholas Gantner (Total 1 °k) $ 11,694.26 1522 Locus Avenue Ext. Cotterkill, NY 12419 Kailey Verbicky (Total 3°,6) $ 35,082.80 424 Naugle Drive Johnstown, PA 15904 Elsie Bernadini (Total 3%) $ 35,082.80 923 Kenne Street East Syracuse, NY 13057 Nicholas Slonac (Total 3°~6) $ 35,082.80 2122 Canterbury Drive Mechanicsburg, PA 17055 St. Peter & Paut Orthodox Church (Total 15°~) $ 204,242.16 141 Hoffman Farm Road Windber, PA 15963 St. Peter & Paul Orthodox Cemetery (Total 2°k) $ 27,232.29 141 Hoffman Farm Road Windber, PA 15963 Christ the Savior Orthodox Seminary (Total 10%) $ 136,161.44 225 Chandler Avenue Johnstown, PA 15906 Holy Apostles Orthodox Mission (Total 7°k) $ 95,313.01 c/o Father Timothy E. Hojnick, Pastor 5006 E. Trendle Road, Suite 101 Mechanicsburg, PA 17050 Christ the Savior Orthodox Church (Total 4°~) $ 54,464.58 5501 Locust Lane Harrisburg, PA 17109 Windber Library (Total 5°~) $ 68,080.72 1909 Graham Avenue Windber, PA 15963 Community Nursing Program (Total 5%) $ 68,080.72 School of Nursing of the University of Pittsburgh 3500 Victoria Street Pittsburgh, PA 15261 University of Pittsburgh at Johnstown (Total 5%) $ 68,080.72 450 Schoolhouse Road Johnstown, PA 15904 Orthodox Monastery of Transfiguration (Total 1 °~) $ 13,616.14 321 Monastery Lane Ellwood City, PA 16117 BALANCE REMAINING TO BE DISTRIBUTED $ -0- rr File No. 21-12-00367 IN THE COURT OF COMMON PLEAS CUMBERLAND COUNTY, PENNSYLVANIA ORPHANS' COURT DIVISION IN THE ESTATE OF MARGARET L. BALOG, DECEASED LATE OF THE TOWNSHIP OF UPPER ALLEN, CUMBERLAND COUNTY, PENNSYLVANIA AMENDED FIRST AND FINAL ACCOUNT OF PHYLLIS SLONAC AND GREGORY BURCH CO-EXECUTORS COMMONWEALTH OF PENNSYLVANIA SS: COUNTY OF CAMBRIA Before me, the undersigned authority, a Notary Public in and for said Commonwealth an County, personally appeared Phyllis Slonac and Gregory Burch, Co-Executors, who being duly sworn according to law, deposes and says that the foregoing Account and Proposed Schedule of Distribution are just, true and correct, and that the Letters Testamentary and the first complete advertisement thereof occurred more than four (4) months prior to the filing of the Account. Coexecutor of the Estate of Margaret L. Balog, Deceased P YLLIS LONAC Co-Executor of the Estate of AA7rn~rc4 1 R~Inn rlcncocnii ~~ COMMONWEALTH OF PENNSYLVANIA COUNTY OF CAMBRIA SS: On this, the ~~~ day of October, 2012, before me, the undersigned officer, personally appeared PHYLLIS SLONAC, known to me (or satisfactorily proven) to be the person whose name is subscribed to the within instrument and acknowledged that she executed the same for the purposes herein contained. IN WITNESS WHEREOF, I hereunto set my hand and official seal. MpTA111A1, SEAL IMl16Al1ET M COS1LOw PrIMe IpCMLANO TWP., CAMMIA CdNITY Mr ~ ~ Moan. Ana STATE OF WEST VIRGINIA COUNTY OF ~-Sd-? ,~ r lic SS: On this, the o?~~ay of October, 2012, before me, the undersigned officer, personally appeared G EGORY BURCH, known to me (or satisfactorily proven) to be the person whose name is subscribed to the within instrument and acknowledged that he executed the same for the purposes herein contained. IN WITNESS WHEREOF, I hereunto set my hand and official seal. •••"-- - - - oFFlarasEa. ooaYB ~~ NOTARY PUBLIC a4' sy STATE OF WEST VIRGINIA S ~~ ~ 3TACY L. DURANKO + 9s~tk 01 CheAes Town '~+.,, /' 616h ChaAM sown poao, KaerrNri~° WV .,.~. • ~, MY CwluMabn &pka 6~ Notary ublic iA i~: iA'Rd~<2'/. .:+ t+tted 41YH10J ar~9kd4,"~ 3`W' ~.~i~e ;:ti_~~: File No. 21-12-00367 IN THE COURT OF COMMON PLEAS CUMBERLAND COUNTY, PENNSYLVANIA ORPHANS' COURT DIVISION IN THE ESTATE OF MARGARET L. BALOG, DECEASED LATE OF THE TOWNSHIP OF UPPER ALLEN, CUMBERLAND COUNTY, PENNSYLVANIA AMENDED FIRST AND FINAL ACCOUNT OF PHYLLIS SLONAC AND GREGORY BURCH CO-EXECUTORS CONFIRMATION OF ACCOUNT AND NOW, this day of , 2012, the Amended First and Final Account and Proposed Schedule of Distribution of the above Estate is confirmed absolutely and the Executors, Phyllis Slonac and Gregory Burch, are authorized and directed to distribute the estate assets in accordance with the Amended First and Final Account and Proposed Schedule of Distribution. BY THE COURT: