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Home My WebLink About01-30-13 ESTATE OF JANINE L. VALLE, DECEASED. Court of Common Pleas of Cumberland County, Pennsylvania Orphan's Court Division ESTATE OF JANINE L. VALLE, DECEASED. No. 21-2011-0963 PETITION FOR ADJUDICATION/ STATEMENT OF PROPOSED DISTRIBUTION PURSUANT to PA. O.C. Rule 6.9 This form maybe used in all cases involving the Audit of the Account of a Decedent's Estate. If space is insufficient, riders maybe 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 EDMUND G. MYERS Attorney Identification Number: 20558 Johnson, Duffie, Stewart & Weidner P.O. Box 109 Lemoyne, PA 17043-0109 (717) 761-4540 n c o .- " ~:; -~~ ~ 1 s ~- , ~"a ,,, `3 .. M1 ~ ... ._"~:i ... y `-.t , 1 .... ~.'S _ 1./~) ._y, ' Estate of JANINE L. VALLE Deceased 1. Names and addresses of Petitioners: JOHN R. VALLE 108 Parkview Road New Cumberland, PA 17070 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? ..........................................D Yes ^ No If not, identify prior accountings, the accounting periods covered and the date of adjudication of the prior accounting. 2. Decedent died on August 21.2011 Letters Testamentary or D Letters of Administration were granted to Petitioner on October 5, 2011 .EXHIBIT "A" Date of Will (if applicable): Date(s) of Codicil(s) (if applicable): Was a bond required? Q Yes ^ No If yes, state amount: $50,000.00 Are proofs of advertising of the grant of letters attached?..... D Yes ^ No EXHIBIT "B" AND "C" Dates of advertising of grant of letters: Cumberland Law Journal: November 25, 2011, December 2, and December 9, 2011 ~ AND The Patriot News November 18 and 25, 2011 and December 2, 2011 3. Was decedent survived by a spouse? .................... C~ Yes ^No If yes, name the surviving spouse: Petitioner, JOHN R. VALLE 4. Has the surviving spouse filed to take an elective share? ^ Yes Q No 2 Estate of JANINE L. VALLE 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): Ryan Carr 506 Park Avenue New Cumberland, PA 17070 Megan Carr 506 Park Avenue New Cumberland, PA 17070 Erin Carr Magagna 6 Sarah Lane Lancaster, PA 17602 Eric Carr 208 Etsy Street ~ Apartment 1 Ithaca, NY 14850 6. Did decedent marry after execution of Will or Codicil(s)?....... ^ Yes D No Were any children born to decedent after execution of Will or Codicil(s) ........^ Yes D 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 D 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 Adjudications 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 Notices 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. EXHIBIT "D" 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. 3 Estate of JANINE L. VALLE Deceased D. If any charitable interest in 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 has 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): The residue of the Decedent's Estate passes to the intestate heirs listed below: NAMES RELATIONSHIP TO INTEREST DECEDENT JOHN R. VALLE Spouse '/z intestate heir 108 Parkview Road New Cumberland, PA 17070 RYAN CARR Son 1/8 intestate heir 506 Park Avenue New Cumberland, PA 17070 MEGAN CARR Daughter 1/8 intestate heir 506 Park Avenue New Cumberland, PA 17070 ERIN MAGAGNA Daughter 1/8 intestate heir 6 Sarah Lane Lancaster, PA 17602 ERIC CARR Son 1/8 intestate heir 208 Etsy Street ~ Apt. 1 Ithaca, NY 14850 B. Identify each party who is not sui juris (e.g., minors or incapacitated persons). For each such party, give date of birth, name of each Guardian and how each Guardian was appointed. If no Guardian has been appointed, identify the next of the 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. 4 Estate of JANINE L. VALLE Deceased 10. Other than the claim for the family exemption, list names of all known claimants and the amount of their claims and state whether each claim is admitted. Name and Addresses of Each Claimant Amount of Claim Claim Admitted? Will Claim Be Paid in Full? None ^ 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? ................................. D Yes ^ No Was family exemption allowed? ................................. D Yes ^ No Family exemption claimant's name and relationship: Name: John R. Valle Relationship: Spouse _ 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 May 18. 2012 $ 0.00 INSOLVENT ESTATE Interest 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 Q 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 has 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. 5 Estate of JANINE L. VALLE Deceased 16. Had the decedent been adjudicated an incapacitated person? ^ Yes D 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 D No 18. If a reserve is requested, state amount and purpose. Amount: $3.800.00 Purpose: Remaining Attorneys Fees; and Expenses incurred to file the Account 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? .............................................. D Yes Q No NOTICE IS IN THE ACCOUNT THAT EACH WILL RECEIVE If so, attach a copy of the notice. 19. Is the Court being asked to direct the filing of a Schedule of Distribution ...........................................^ Yes D No As to real estate only? ........................................................^ Yes CJ No 6 ' Estate of JANINE L. VALLE Deceased 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: A. Income: Proposed Distributee(s) Amount/Proportion NONE B. Principal: Proposed Distributee(s) Amount/Proportion NONE Submitted by: Joh R. Valle, Petitioner 7 Estate of JANINE L. VALLE Deceased Verification of Petitioner (Verification must be signed by at least one petitioner) The undersigned hereby verify that the facts set forth in the foregoing Petition for Adjudication/Statement Proposed Distribution which are within the personal acknowledge of the Petitioners are true, and as to facts based on the information of others, the Petitioners, 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). ~v~ J n R. Valle, Petitioner 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. ~~~',~--,,~ L, /~ Counsel or Petitioner 8 REGISTER OF WILLS CUMBERLAND COUNTY PENNSYLVANIA No . 20 ~ 7 - 00963 Estate Of : JANINE L VALLE CERTIFICATE OF GRANT' OF LETTERS ADMINISTRATION PA No . 21- 1 1- 0963 (First, Middle, Lastl Late Of : NEW CUMBERLAND BOROUGH CUMBERLAND COUNTY Deceased Social Security No: 183-42-3646 WHEREAS, JAN/NE L VALLE /First, Middle, Lastl late of NEW CUMBERLAND BOROUGH CUMBERLAND COUNTY died on the 21st day of August 2011 and, WHEREAS, the grant of Letters of Administration is required for the administration of the estate. THEREFORE, I, GLENDA EARNER STRASBAUGH Register of Wills in and for CUMBERLAND County, in the Commonwealth of Pennsylvania, have this day granted Letters of Administration to: JOHN R VALLE who has duly qualified as ADMINISTRATOR (RIX) of the estate of the above named decedent and has agreed to administer the estate according to law, all of which fully appears of record in my office at CUMBERLAND COUNTY COURT HDUSE, CARLISLE, PENNSYL VAN/A. IN TESTIMONY WHEREOF, I have hereunto set my hand and affixed the seal of my office on the 5th day of October 2011. J a ~ **NOTE** ALL NAMES ABOVE APPEAR (FIRST, MIDDLE, LAS Q 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, vlz: November 25, December 2, and December 9 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. Valle, Janine L., deed. Late of New Cumberland Borough. Admitv.strator: John R. Valle, 108 Parkview Road, New G~mberland, PA 17070. Attorneys: Edmund G. Myers, Esquire, Johnson, Duffie, Stewart & Weidner, 301 Market Street, P.O. Box 109, Lemoyne, PA 17043. Lis arie Coyne, Ed' or SWORN TO AND SUBSCRIBED before me this 9 of December, 2011 -~ ,. ,, ~~~'~ Notary N07ARlAL~AL DEBORAH A COLLINS Notary Public CARLISLE 80ROUGH, Cl1MBERLAND COUPaTY a w ~~ty Commission Expires Apr 28, 2014 " ~k~ ~`~ w a J J Q .The Patriot-News Co. 2020 Tevhnology Pkwy Suite 300 Mechanies~trrg, PA 17050 Inquiries - 717-255-8213 JOHNSON, DUFFIE, STEWART & WEIDNER LAURA L. DOBBIN 301 MARKET STREET P.O. BOX 109 LEMOYNE PA 17043 ~,P~latriot~,~ews Now you know THE PATRIOT NEWS THE SUNDAY PATRIOT NEWS Proof of Publication Under Act No. 587, Approved May 16, 1929 Commonwealth of Pennsylvania, County of Dauphin} ss Holly Blain, being duly sworn according to law, deposes and says: That she is a Staff Accountant of The Patriot News Co., a corporation organized and existing under the laws of the Commonwealth of Pennsylvania, with its principal office and place of business at 2020 Technology Pkwy, Suite 300, in the Township of Hampden, County of Cumberland, State of Pennsylvania, owner and publisher of The Patriot-News and The Sunday Patriot-News newspapers of general circulation, printed and published at 1900 Patriot Drive, in the City, County and State aforesaid; that The Patriot-News and The Sunday Patriot-News were established March 4th, 1854, and September 18th, 1949, respectively, and all have been continuously published ever since; That the printed notice or publication which is securely attached hereto is exactly as printed and published in their regular daily and/or Sunday/ Community Weekly editions which appeared on the date(s) indicated below. That neither she nor said Company is interested in the subject matter of said printed notice or advertising, and that all of the allegations of this statement as to the time, place and character of publication are true; and That she has personal knowledge of the facts aforesaid and is duly authorized and empowered to verify this statement on behalf of The Patriot-News Co. aforesaid by virtue and pursuant to a resolution unanimously passed and adopted severally by the stockholders and board of directors of the said Company and subsequently duly recorded in the office for the Recording of Deeds in and for said County of Dauphin in Miscellaneous Book "M", Volume 14, Page 317. This ad # 0002180481 ran on the dates shown below: "' November 18, 2011 '~ ~ ! November 25, 2011 w' ~ ~, December 02, 2011 ~J ~ ~_ ~~ / ,~' ~ ~ ~, Sworn to and sub" Sri ed before me this~~~~ y of December, 2011 A.D. - ~ Notary Public COMMONWEALTH p_,,,, p pENNSy~VgNTq Notarial Seaf Sherrie l,. Owens, Notary Public Lower ~~ ~R•, Dauphin County MY Commission Expires Nov. 26, 2015 MEMBER, PENNSYLVANIA ASSOCUITION OF NOTARIES J Q J / ~1 ~~ H V /~ ~A F- ( " ~ y J J Q PUBLICATION COPY IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY PENNSYLVANIA ORPHANS' COURT DIVISION NO. 21-11-0963 FIRST AND FINAL_ACCOUNT FOR ESTATE OF JANINE L. VALLE JOHN R. VALLE, ADMINISTRATOR NOTICE NOTICE is hereby given that the First and Final Account of John R. Valle, Administrator for the Estate of Janine L. Valle, will be filed in the Office of the Clerk of the Orphans' Court Division of Cumberland County, Pennsylvania, on or before, February 1, 2013, and that the same will be confirmed by the Court on or before March 5, 2013 unless written objections are filed with the Clerk of the Orphans' Court Division on or before 9:00 A.M. (prevailing time) on or before March 5, 2013, in accordance with the Rules of the Orphans' Court of Cumberland County. A copy of the First and Final Account and Proposed Distribution to the Beneficiaries is enclosed herewith. Edmund G. Myers, Attorney Johnson, Duffie, Stewart & Weidner 301 Market Street P.O. Box 109 Lemoyne, PA 17043-0109 (717) 761-4540 J Q ~ i ~~ W W Q H J J Q To: Mr. David H. Stone, Esquire, Attorney for the Following: P.O. Box E New Cumberland, PA 17070 Ryan Car 506 Park Avenue New Cumberland, PA 17070 Megan Carr 506 Park Avenue New Cumberland, PA 17070 Erin Carr Magagna 6 Sarah Lane Lancaster, PA 17602 Eric Carr 208 Etsy Street -Apartment 1 Ithaca, NY 14850 In the Court of Common Pleas of Cumberland County, Pennsylvania Orphans' Court Division File No. 21-11-0963 Estate of Janine L Valle, Deceased First and Final Account John R Valle, Executor Date of Death: 08/21/2011 Date of Executor's Appointment: 10/05/2011 Date of First Complete Advertisement: 12/02/2011 Accounting for the period: 08/21/2011 to 01/31/2013 Purpose of Account: John R Valle, Executor, 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 or questions or objections can be discussed with: EDMUND G. MYERS JOHNSON DUFFIE 301 MARKET STREET PO BOX 109 ~ ~ ~;y Lemoyne, PA 17043 ~,. a r~c~ (717) 761-4540 ~' ~ ;;l,S : s Supreme Court LD. No. 20558 ~' ~ - ~`' c 3 " ` `" - ~.._ ~, + _, c._,. ~ ~ _ ~ __ ~...,a ,A i ` i.,p ~. ~.~ 1 ~:•,k ~.~.H St~MMARY OF ACCOUNT Estate of Janine L Valle, Deceased For the period of A~Bust 21, 2011 through an la ~, 2013 Proposed Distributions to Beneficiaries PRINCIPAL Receipts: This Account Net Gain (or Loss) on Sales or Other Dispositions Less Disbursements: Debts of Decedent Funeral Expenses Administration Expenses Federal, State & Local Taxes Commissions Fees Family Exemption Balance Before Distributions Transfer to (from) Principal Distributions to Beneficiaries Principal Balance on Hand For Information: Investments Made Changes in Holdings INCOME Receipts This Account Net Gain (or Loss) on Sales or Other Dispositions Less Disbursements Balance Before Distributions Transfer to (from) Income Distributions to Beneficiaries Income Balance on Hand For Information: Investments Made Changes in Holdings COMBINED BALANCE ON HAND Signature Verification Fiduciary Current Acquisition PAGES Value Value 15 0.00 3-4 24,138.01 0.00 24,138.01 5 - 6 6,905.98 6 - 7 11,293.92 7 - 9 1,262.18 0.00 o.oo 9 7,000.00 9 - 10 3,500.00 29,962.08 -5,824.07 0.00 0.00 11 -5,824.07 * * This sum totals advancements from John R. Valle to pay Estate expenses 12 2.01 o.oo 2.01 13 2.01 o.oo 0.00 0.00 o.oo 14 16 17 -5,824.07 -2- SCHEDULE A RECEIPTS OF PRINCIPAL Assets Listed in Inventory (Valued as of Date of Death) [~3 Sovereign Bank Interest Checking Account No. 5,531.80 771028857 Sovereign Bank Statement Savings Account No. 6,458.86 774042840 Pennsylvania State Employees Credit Union 258.30 Checking Account Pennsylvania State Employees Credit Union Savings 477.50 Account Herbert Simon -Security Deposit Refund 300.00 PA Motor Truck Association -Final payroll check 1,840.80 from PMTA PA Motor Truck Association -Insurance 28.12 Reimbursement PA Motor Truck Association -Insurance 27.56 Reimbursement PA Motor Truck Association -Insurance 28,12 Reimbursement PA Motor Truck Association -Insurance 357.00 Reimbursement Pinnacle Health Hospital Cardio Studies -Refund of 83.53 Debt Paid Pinnacle Health Hospital Cardio Studies -Refund on 35.69 Account Pinnacle Health Hospital Lab -Refund of Debt Paid 125.51 Pinnacle Health Hospital Lab -Refund of Debt Paid 1,079.50 Pinnacle Health Hospital Medical In Patient -Refund 420.66 on Account Pinnacle Health Hospital Medical In Patient -Refund 1,283.41 of Debt Paid Pinnacle Health Hospital Medical In Patient -Refund 94.37 on Account Pinnacle Health Hospital Medical In Patient -Refund 162.10 of Debt Paid Pinnacle Health Hospital Outpatient -Refund of Debt 478.51 Paid Quantum Imaging and Surgery -Refund on Account 221.40 Quantum Imaging and Surgery -Refund on Account 12,37 Fiduciary Acquisition Value -3- SCHEDULE A RECEIPTS OF PRINCIPAL Continued Fiduciary Acquisition Value Quantum Imaging and Surgery -Refund on Account Quantum Imaging and Surgery -Refund on Account Quantum Imaging and Surgery -Refund on Account Quantum Imaging and Surgery -Refund on Account Quantum Imaging and Surgery -Refund on Account Citizens Bank Estate Checking Account -Stop Payment on Pinnacle Check 109 Verizon -Refund on Account Highmark, Inc. - PA Unclaimed Property United Concordia Life and Health Insurance - PA Unclaimed Property Total Cash Personal Proms Lady's 14K Yellow Gold Tennis Bracelet -Appraised Value Total Personal Properly Total Receipts 12.37 12.37 12.37 12.37 12.37 83.53 13.52 353.00 71.00 19,888.01 4,250.00 4, 250.00 24,138.01 Total Receipts of Principal 2a,138.01 -4- SCHEDULE C DISBURSEMENTS OF PRINCIPAL Chase Bank Credit Card 01/27/2012 Pathology Associates of Central PA 11 /10/2011 Pinnacle Health Cardiovascular ( ~ 11 /10/2011 Pinnacle Health Hospitals 11 /10/2011 1 111 0/201 1 12/06/2011 12/06/2011 Pinnacle Health Medical Services 11/10/2011 Quantum Imaging 8~ Therapeutic Assoc 11 /10/2011 11 /10/2011 1, 044.45 458.97 83.53 478.51 2,800.50 167.06 125.51 677.08 529.39 12.37 1, 044.45 458.97 83.53 3,571.58 677.08 541.76 -5- SCHEDULE C DISBURSEMENTS OF PRINCIPAL Continued Quest Diagnostics 11 /07/2011 27.56 27.56 Smith Radioloav 11 /07/2011 357.00 357.00 Sovereign Bank Int erest Checking Account No 771028857 08/2112011 Checks Clearing after Date of Death 108.36 108.36 Vascular Associate s 11/10/2011 35.69 35.69 Total Debts of Decedent 6.905.98 Funeral Ex enses Headstone - Gravem arker 11 /19/2011 1, 500.00 h J R V ll 1,500.00 o n . a e 02110/2012 Reimbursement for Expenses paid in August 2011 - 1,640.00 White Marsh Cemetery for Gravesite Opening 1,640.00 Musselman Funeral Home ~ Cremation Services, Inc 01 /07/2012 8,153.92 -s- SCHEDULE C DISBURSEMENTS OF PRINCIPAL Continued Total Funeral Expenses Administration ExQenses 8,153.92 11.293.92 C.G. Buser 8~ Son 10/31/2011 Appraisal of Decedent's Diamond Tennis Bracelet 53.00 Christian Baker Com ag nx _ 12/09/2011 Administrator Bond Fee Chuck Bricker, Auction eer 10/27/2011 Appraisal of Decedent's personal property 02/10/2012 Appraisal of Afl Assets in Marital Home Citizen's Bank Deuosit/ Check Fees 02/29/2012 Check Processing Fees 02/29/2012 Check Processing Fees Citizens Bank Estate Ch ecking Account 01/15/2012 Stop Payment Fee Citizens Bank -Harland Clarke Check Ord r FPP 11/19/2011 Check Order Fee 53.00 100.00 100.00 75.00 125.00 200.00 1.32 1.13 2.45 35.00 9.70 35.00 -7- SCHEDULE C DISBURSEMENTS OF PRINCIPAL Continued Citizens Ba nk - Maintenan -P FpP ~~ Account 11/19/2011 Maintenance Fees 12.47 Citizen's Ba nk Monthly Maintenance Fee 12/09/2011 Maintenance Fee on Account 7.99 01/09/2012 Check Processing Fee 0.76 01/31/2012 Maintenance Fees 10.00 01/31/2012 Check Processing Fee 0.38 02/29/2012 Maintenance Fees 10.00 03!30/2012 Maintenance Fees 10.00 04/30/2012 Maintenance Fees 10.00 05/31/2012 Maintenance Fees 10.00 05/31/2012 Check Processing Fee 0.38 0 612 912 0 1 2 Maintenance Fees 10.00 07/31/2012 Maintenance Fees 10.00 08/31/2012 Maintenance Fees 10.00 09/30/2012 Maintenance Fees 10.00 10/31/2012 Maintenance Fees 10.00 Cumberland Countv Rgg~Pr of Wills Office 12/15/2011 Probate Fees 66.50 12/15/2011 Filing Fee for Bond 15.00 05/21/2012 Additional Short Certificate 4.00 05!23/2012 Filing Fees for Inheritance Tax Return and Inventory 30.00 Cumberland Law Journal 12/15/2011 Notice of Estate Administration 75.00 9.70 12.47 109.51 115.50 75.00 -8- SCHEDULE C DISBURSEMENTS OF PRINCIPAL Continued John R. Valle 03/07/2012 Miscellaneous Administrative Expenses 67.52 67.52 Reserves: Miscellane~~~c A dministrative Ex enses 01/30/2013 Filing Fees for First and Final Account and Petition 300.00 for Adjudication 300.00 Sovereign Bank Fee for Date of Death Letter 12/15/2011 20.00 20.00 The Patriot News Co 05/21/2012 Notice of Estate Administration 162.03 162.03 Total Miscellaneous Administrative Exoenses 1,262.18 Fees Johnson Duffie 05/24/2012 Attorneys Fees Paid 2,600.00 05/25/2012 Attorneys Fees 900.00 01/25/2013 Remaining Attorneys Fees to be Paid 3,500.00 7,000.00 Total Fees Family E, xem ion 7,000.00 -9- SCHEDULE C DISBURSEMENTS OF PRINCIPAL Continued John R. Valle 01 /13/2013 3, 500.00 3,500.00 Total Familv Exemution TOTAL DISBURSEMENTS OF PRINCIPAL 3, 500.00 29,962.08 -10- PRINCIPAL BALANCE ON HAND # Units Description mash John Valle Total Cash Current Value Fiduciary 01/31/2013 Or_nnicitinn -5,824.07 -5,824.07 -5,824.07 -5,824.07 -5,824.07 -5,824.07 ** This sums totals advancements from John R. Valle to pay Estate expe:~ses . -11 - SCHEDULE G RECEIPTS OF INCOME Citizens Bank Estate Checkin 10/20/2011 11/30/2011 12/08/2011 12/30/2011 01/31/2012 02/29/2012 03/30/2012 04/30/2012 05/31 /2012 0.12 0.65 0.05 0.50 0.23 0.05 0.03 0.04 0.03 1.70 Pennsylvania State Em Ig~oyees Credit Union Savings Account 08/25/2011 0.31 0.31 TOTAL BANK INTEREST TOTAL RECEIPTS OF INCOME 2.01 2.01 -12- SCHEDULEI DISBURSEMENTS -INCOME Citizen's Bank Monthly Maintenance Fee 12/09/2011 Check Processing Fees TOTAL DISBURSEMENTS OF INCOME 2.01 2.01 2.01 -13- COMBINED BALANCE ON HAND # Units Description Current Value 01 /31 /2013 r.~ ~~ ~i.,Fe..~ Fiduciary Acquisition Value ash John Valle -5,824.07 -5,824.07 Total Cash -5,824.07 -5,824.07 -5,824.07 -5,824.07 -14- PROPOSED DISTRIBUTIONS TO BENEFICIARIES Current Value Fiduciary 01/31/2013 Acquisition or as noted Value TO: There are No Assets to be Distributed 0.00 0.00 Total 0.00 -15- In the Court of Common Pleas of Cumberland County, Pennsylvania Orphans' Court Division File No. 21-11-0963 Estate of Janine L Valle, Deceased Signature ~z ~~~ Jol'f"n R Valle, Administrator -16- In the Court of Common Pleas of Cumberland County, Pennsylvania Orphans' Court Division File No. 21-11-0963 Estate of Janine L Valle, Deceased Verification John R Valle, Executor under the Last Will and Testament of Janine L Valle, Deceased, hereby declares under oath that he/she has fully and faithfully discharged the duties of his/her office; that the foregoing 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 his/her knowledge, there are no claims now 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 foregoing Account. This statement is made subject to penalties of 18 Pa. C.S.A. Section 4904 relating to unsworn falsification to authorities. Dated: ~ ~j- ,_;L.~,i; John R Valle, Administrator -17-