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HomeMy WebLinkAbout03-05-13F:\FILES\Clients\9904 AngneyX9904.1.petitionadjudication.wpd DECEDENT'S ESTATE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA ORPHANS' COURT DNISION ESTATE OF J. DOROTHY ANGNEY, DECEASED No. 21-12-0154 PETITION FOR ADJUDICATION / STATEMENT OF PROPOSED DISTRIBUTION PURSUANT TO Pa. O.C. Rule 6.9 ~~ ~~~ 'Sy~~ 'e~~ i~~ ~ A * .. ~ ~ t~ r ~ ~ ;7 ~, ~. r- .. -1 t ~y :~. = °' r~T7 ,. - a c~~ ~ ~~~ f~7 ~ -~ r 1 1 , ... ry I ...... i...~:) .. t.....{ ,w,c. ~l.'. ,D a t~1 This form maybe used in all cases involving the Audit of the Account ofa Decedent's Estate. Ifspace is insufficient, riders may be attached. Attach the spouse's election, ifany; 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: Supreme Court I.D. No. Name of Law Firm: Address: Telephone: Fax: No V. Otto, III 27763 MARTSON LAW OFFICES 10 East High Street, Carlisle, PA 17013 (717) 243-3341 (717) 243-1850 Form OC-01 rev. /0. 13.06 Page 1 of 7 Estate of J. Dorothy Angney, Deceased 1. Name(s) and address(es) of Petitioner(s): Name. No V. Otto, III Address: 10 East High Street Carlisle, PA 17013 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 23, 2011. ® Letters Testamentary or ^ Letters of Administration were granted to Petitioner(s) on February 3, 2012. Date of Will (if applicable): July 14, 1999 Date(s) of Codicil(s) (f applicable): None. Date of probate (if different from date Letters granted): Was a bond required? ^Yes ®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: March 8, 15 and 22, 2012 Cumberland Law Journal: March 16, 23 and 30, 2012 3. Was decedent survived by a spouse? ....... ....... ^Yes ®No ........................ If yes, name of the surviving spouse: Form OC-01 rev. /0. 13.06 Page 2 of 7 Estate of J. Dorothy Angney, Deceased 4. Has the surviving spouse filed to take an elective share? ....................... ^Yes ®No (See Section 2101 et sue. of the Probate, Estates and Fiduciaries Code) If yes, date of election: 5. In the case of an intestacy, state the names of the decedent's surviving children or surviving issue of deceased children (if none, so state): None. 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 Estate, Recovery Act, 62 P. S. § 1412, was a request for a statement of claim sent to the Department of Public Welfare? .................. ®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. Form oC-01 rev. /0. 13.06 Page 3 of 7 Estate of J. Dorothy Angney, 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 Partv in Interest Relationship and Comments. ifany Interest First United Church of Christ Charity None: Estate insolvent 30 North Pitt Street Carlisle, PA 17013 Thornwald Home Charity None: Estate insolvent 442 Walnut Bottom Road Carlisle, PA 17013 Sarah A. Todd Memorial Home Charity None: Estate insolvent 1000 West South Street Carlisle, PA 17013 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/TrusteeAct 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. 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 Admitted? Will Claim Be Paid in Full? Commonwealth of Pennsylvania $206,332.75 ®Yes ^ Yes Department of Public Welfare P.O. Box 8486 ^ No ®No Harrisburg, PA 17105-8486 Form OC-01 rev. /D. 13.06 Page 4 of 7 Estate of J. Dorothy Angney, Deceased If the estate is insolvent, attach a schedule setting forth the order of preference under 20 Pa.C.S. § 3392 and the proposed payments. Schedule of Preference under 20 Pa.C.S. ~ 3392 1. Costs of Administration: Martson Law Offices $2,862.11 2. Funeral bill: Hoffman Roth Funeral Home $8,028.04 3. Other claims: Department of Public Welfare $ 0.00 11. Was family exemption claimed? .......................................... ^ Yes ®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: None paid. Estate is insolvent. 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 ofthe assignment, renunciation, disclaimer or attachment, together with any relevant supporting documentation. 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. Form OC-01 rev. /o. 13.06 Page 5 of 7 Estate of J. Dorothy Angney, Deceased 17. A. List or attach a separate list of additional receipts and disbursements since the closing date of the Account. None made. 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: $ 2,306.31: Martson Law Offices, balance of attorneys' fees (discounted) $ 215.00: Martson Law Offices, account filing fee If a reserve is requested for counsel fees, has notice of the amount of fees to be paid from the reserve been given to the parties in interest? ....................................... ®Yes ^ No If so, attach a copy of the notice. 19. Is the Court being asked to direct the filing of a Schedule of Distribution? ........ ®Yes ^ No As to real estate only? .................................................. ^Yes ®No 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) Amount/Proportion No distribution. B. Principal: Proposed Distributee(s) Amount/Proportion No distribution. No V. Otto III, Executor of the Estate ofJ. Dorothy Angney Submitted By: (All petitioners must sign. Add additional lines if necessary): Form OC-01 rev. /o. 13.06 Page 6 of 7 Estate of J. Dorothy Angney, Deceased Verification of Petitioner (Verification must be by at: least one petitioner.) The undersigned hereby verifies that he is the Executor of the above-named 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 uns orn falsification to authorities). No V. Otto III, Executor of the Estate of J. Dorothy Angney 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. No V. Otto III, Esquire Form OC-Ol rev. /0. 13.06 Page 7 of 7 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: March 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 character of publication are true. Li a Marie Coyn , Edl or '~ Aasney, J. Dorothy, deed. Late of the Borough of Carlisle. Executor: No V. Otto, III, Esquire c/o Martson Law Offices, 10 East High Street, Carlisle, PA 17013. Attorneys: No V. Otto, III, Esquire, Martson Law Offices, 10 East High Street, Carlisle, PA 17013. SWORN TO AND SUBSCRIBED before me this 30 of March. 2012 Notary NOTARIAL SEAL DEBORAH A COLLINS Notary Public CARLISLE BOROUGH, CUMBERLAND COUNTY My Commiaalon Expiroa Apr 28, 2014 PROOF OF PUBLICATION State of Pennsylvania, County of Cumberland Iackie 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 8,15 & 22, 2012 COPY OF NOTICE OF PUBLICATION ;, ?, '~ : ~ ',.:f `, ' _ Affiant further deposes that he/she is not ~, -,: - u ~ ~ . ~ ~ ~~ ~ interested in the subject matter of the I' ~ ~+~~ ; aforesaid notice or advertisement, and that ,,~ all allegations in the foregoing statement as ` ~ to time, place and character of publication '1}{ ~ , {= r ~~~ are true. t. ~~ ~~ ,~ n~or~ Sworn to and subscribed before me this Notary Public My commission expires: NOTARIAL SEAL BAMBI ANN HECKENDORN Notary Public CARLISLE BOROUGH, CUMBERLAND CNTY i~^y Commission Expires Jan 27, 2014 F:\F7LES\CGen[s\9904 Angneyd9904.1.notice.accomLwpd IN RE: ESTATE OF J. DOROTHY ANGNEY, DECEASED LATE OF CARLISLE BOROUGH, CUMBERLAND COUNTY, PENNSYLVANIA IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA ORPHANS' COURT DNISION NO. 21-12-0154 NOTICE OF FILING FIRST AND FINAL ACCOUNT AND PETITION FOR ADJUDICATION/SCHEDULE OF PROPOSED DISTRIBUTION AND CALL FOR AUDIT OR CONFIIZMATION NOTICE IS HEREBY GIVEN that No V. Otto III, Executor of the Estate of J. Dorothy Angney, deceased, has this date filed the First and Final Account and Petition for Adjudication/Schedule of Proposed Distribution in the above-captioned Estate in the Office of the Clerk of the Orphans' Court in and for Cumberland County, Pennsylvania, where the same is filed as public record and maybe inspected. Copies of the Account and Petition are enclosed for your information. YOU ARE FURTHER NOTIFIED that any exceptions or obj ections to said Account or Petition must be filed in writing at the office of the Clerk of the Orphans' Court, Cumberland County Courthouse, Carlisle, PA 17013, aforesaid prior to the confirmation of said Account and Schedule of Proposed Distribution scheduled as set forth below. UNLES S written exceptions or obj ections are filed prior thereto, said Account will be presented by the Clerk of the Orphans' Court to the above-captioned Court in Court Room No. 1 of the Cumberland County Courthouse, Carlisle, Pennsylvania, at 9:30 a.m. prevailing time, on Tuesday, April 23, 2013, at which time said Account will be confirmed and distribution ordered in accordance with the Petition for Adjudication/Schedule of Proposed Distribution. SON,LAW OFFICES Date of Notice: 3 5 ~~ C' ~ .3 NOTICES TO: First United Church of Christ 30 North Pitt Street Carlisle, PA 17013 Commonwealth of Pennsylvania Office of Attorney General Attn: Heather Vance-Rittman Senior Deputy Attorney General Charitable Trusts and Organizations Section 14t1i Floor, Strawberry Square Harrisburg, PA 17120 By: ~~ ~ ~L~' No V. Otto III, Esquire 10 East High Street Carlisle, PA 17013 (717) 243-3341 Attorney for Estate of J. Dorothy Angney Thornwald Home 442 Walnut Bottom Road Carlisle, PA 17013 Sarah A. Todd Memorial Home 1000 West South Street Carlisle, PA 17013 Ms. Barbara A. Witmer Claims Investigation Agent Commonwealth of Pennsylvania Department of Public Welfare P.O. Box 8486 Harrisburg, PA 17105-8486 (CIS#480188458) NOTICE OF CHARITABLE GIFT (In Accordance with Pa. O.C. Rule 5.5) COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA ORPHANS' COURT DIVISION ESTATE OF J. DOROTHY ANGNEY ,~ SETTLOR ~ DECEASED No. 21-12-0154 Chief, Charitable Trusts and Organizations Section Office of the Attorney General Date: March 5, 2013 Dear Sir or Madam: Notice is given of a charitable gift as follows: 1. The nature of the present proceeding is: (a) An Account which has been or will be listed for Audit in the Orphans' Court on Apri123 ~ 20 13 ~ in Cumberland County, Carlisle (State name of Courthouse and town/city.) The time and place of the Audit is Court Room 1 at 9:30 o'clock. If not provided herein, the time and location will be provided upon request when that information becomes available. (b) If the proceedings are other than an Account, state the nature of the proceedings and the place, date and time fixed for hearing: If more space is required, attach additional sheets. Form OC-06 rev. 10.13.06 Page 1 of 4 Estate of J• DOROTHY ANGNEY ~Settlor ®Deceased 2. Charitable gifts are made as follows: (a) Give full names and addresses of charities, and names and addresses of counsel, if any. First United Church of Christ, 30 North Pitt Street, Carlisle, PA 17013 Thornwald Home, 442 Walnut Bottom Road, Carlisle, PA 17013 Sarah A. Todd Memorial Home, 1000 West South Street, Carlisle, PA 17013 (b) If pecuniary legacies, state exact amounts and indicate whether legacies will be or have been paid in full; if not give reasons therefor. None. (c) If the charitable interest is a future interest and the estimated present value of the property involved exceeds $25,000, a brief description thereof including the conditions precedent to its vesting in enjoyment and possession, the names and ages of persons known to have interests preceding such charitable interest, and the approximate market value of the property involved. None. (d) If residuary gift, state nature and value of share. None. Estate is insolvent. Form OG06 rev. 10.13.06 Page 2 of 4 Estate of J. DOROTHY ANGNEY ~ Settlor ~ Deceased 3. Provide a brief statement of all pertinent questions to be submitted to the Court for Adjudication, including unresolved claims and any material questions of interpretation or distribution which may affect the value of the charitable interest. None. 4. The names and addresses of the fiduciaries are (state whether Executors and/or Trustees): No V. Otto III Martson Law Offices 10 East High Street Carlisle, PA 17013 5. The names and addresses of counsel for the fiduciaries: No V. Otto III Martson Law Offices 10 East High Street Carlisle, PA 17013 6. The names and addresses of counsel for any charity who has received notice or has appeared for it: None. Form OG06 rev. 10.13.06 Page 3 of 4 Estate of J. DOROTHY ANGNEY Q Settlor m Deceased 7. (a) A copy of the instrument creating the gift is attached hereto. (b) If the gift is other than a pecuniary legacy which will be paid in full, there is attached hereto: (1) A copy of the Account, if one has been filed (2) A copy of any other relevant documents Very truly yours, Signature No V. Otto, III (I.D. No. 27763) Attorney's Name and Supreme Court I.D. No. 10 East High Street Attorney's Address Carlisle, PA 17013 (717) 243-3341 Attorney:r Telephone Form OC-06 rev. 10.13.06 Page 4 of 4 PROOF OF SERVICE I hereby certify that I am this `"~ day of ~(~ , 2013, serving in the Estate of J. Dorothy Angney, Notice of Charitable Gift Petition for Adjudication Firsfand Final Account Will and Notice of Filins First and Final Account and Petition for Adjudication/Statement of Proposed Distribution and Call for Audit or Confirmation upon the person and in the manner indicated below which service satisfies the requirements of Pa. R.A.P. 121: Service by first class mail as follows• Commonwealth of Pennsylvania Office of Attorney General Attn: Heather Vance-Rittman Senior Deputy Attorney General Charitable Trusts and Organizations Section 14`'' Floor, Strawberry Square Harrisburg, PA 17120 ARTSON LAW OFFICES By: No V. Otto III, Esquire 10 East High Street Carlisle, PA 17013 (717) 243-3341 Attorneys for the Estate of J. Dorothy Angney F:\FILES\CGents\9904 Angney~9904.1.proofofservice.wpd F:\FILES\CGents\9904 Angney\9904. Laccowa.wpd 1N THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PA ORPHANS' COURT DIVISION FILE NO. 21-12-0154 FIRST AND FINAL ACCOUNT OF IVO V. OTTO III, EXECUTOR OF THE ESTATE OF J. DOROTHY ANGNEY, LATE OF CARLISLE BOROUGH, CUMBERLAND COUNTY, PENNSYLVANIA Social Security Number: Date of Death: Date of Incapacity, if any Date of Executor's Appointment: Letters Advertised: Sentinel - Cumberland Law Journal - Accounting for the period: 174-OS-0882 December 23, 2011 None February 3, 2012 March 8, 15 and 22, 2012 March 16, 23 and 30, 2012 December 23, 2011 to December 31, 2012 Purpose of the Account: No V. Otto III, 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: No V. Otto III, Esquire MARTSON LAW OFFICES 10 East High Street Carlisle, PA 17013 (717) 243-3341 Supreme Court No. 27763 _- n ~. ~ ~~ I~m " ~ a ~ 3 ~ r.'°y C ~ Iy t-_ .,.~ ~~ y ~ r d~ C1"t a ,1 d~ +"~ S. 7 ;~ ~~ ~t.3 ""~'i .'¢ C.J ~" Y'al -+~ ~ l~ p..~ ~ ~ O ~ SUMMARY OF_ACCOUNT Page Fiduciary No. Acquisition Value PRINCIPAL Receipts 3 10,890.15 Net Gains (Losses) on Disposition 0.00 10,890.15 Less Disbursements Debts of Decedent (unpaid) 4 Funeral Expenses 4 $ 8 028.04 Administration Expenses 3 $ 555.80 Family Exemption $ 0.00 Federal, State & Local Taxes $ 0.00 Fees and Commissions 3 $ 2,306.31 10,890.15 Balance Before Distributions 0.00 Distributions to Beneficiaries 0.00 Principal Balance on Hand 0.00 INCOME Receipts 4 1.05 Income transferred to principal 4 -1.05 Income Balance on Hand 0.00 COMBINED BALANCE ON HAND 0.00 -2- PRINCIPAL RECEIPTS Assets Listed in Inventory (or Inheritance Tax Return) (Valued as of Date of Death) Other Cash in purse Thornwald Home, Resident Funds account balance MetLife, life insurance proceeds Income transferred to principal TOTAL PRINCIPAL RECEIPTS PRINCIPAL DISBURSEMENTS FUNERAL EXPENSES Hoffman-Roth Funeral Home ADMINISTRATION EXPENSES 02/03/2012 Register of Wills, probate fee 03/07/2012 Cumberland Law Journal, advertising Letters Testamentary The Sentinel, advertising Letters Testamentary Register of Wills, inheritance tax return, filing fee Reserved: Register of Wills, Account, filing fee Total Administration Expenses FEES AND COMMISSIONS Reserved: Martson Law Offices, Attorney Fees (discounted) TOTAL PRINCIPAL DISBURSEMENTS: 10.32 3,878.78 7,000.00 1.05 10.890.15 8,028.04 82.50 75.00 168.30 15.00 215.00 555.80 2,306.31 $ 10,890.15 -3- UNPAID CLAIMS OF CREDITORS DEBTS OF DECEDENT Dept. of Public Welfare, medical expenses, Class 3 claim 21,238.90 Dept. of Public Welfare, nursing care, Class 5-1 claim 185,093.85 TOTAL UNPAID CLAIMS OF CREDITORS: $ 206,332.75 RECEIPTS OF INCOME MetLife, interest on account $ 1.05 TOTAL RECEIPTS OF INCOME $ 1.05 DISBURSEMENTS OF INCOME Income transferred to principal 1.05 TOTAL DISBURSEMENTS OF INCOME $ 1.05 DISTRIBUTIONS OF INCOME TO BENEFICIARIES None 0.00 TOTAL DISBURSEMENTS OF INCOME TO BENEFICIARIES $ 0.00 INCOME BALANCE ON HAND None. 0.00 TOTAL INCOME BALANCE ON HAND $ 0.00 ., , J ~ r~ No V. Otto III, Executor of the Will of J. Dorothy Angney, Deceased -4- VERIFICATION No V. Otto III, Executor of the Will of J. Dorothy Angney, deceased, hereby declares under oath that he has fully and faithfully discharged the duties of his 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 his 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. Section 4904 relating to unsworn falsification to authorities. ~./ t No V. Otto III Dated: ~J ~ '~ ~ ~ -5- IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PA ORPHANS' COURT DIVISION FILE NO. 21-12-0154 FIRST AND FINAL ACCOUNT OF IVO V. OTTO III, EXECUTOR OF THE ESTATE OF J. DOROTHY ANGNEY, LATE OF CARLISLE BOROUGH, CUMBERLAND COUNTY, PENNSYLVANIA SCHEDULE OF PROPOSED DISTRIBUTION No V. Otto III, Executor of the Last Will and Testament of J. Dorothy Angney, deceased, states that no payment will be made to the Unpaid Creditors listed in the First and Final Account, nor will any distribution be made to any heirs due to the insufficient funds in the Estate. ,\ No V. Otto III, Executor of the Estate of J. Dorothy Angney Sworn and subscribed to before me this S~ day of n1Ct~ (_ ~~ , 2013. Notary Public COMMONWEA!_7~! OF PtNNSYLVANIA N~~sa. ri.l Seal Melissa A. 5~:1~o;iY, notary Public South Middietor l -: ~:,~ f_'umt~eriand County MY Com_miss(ors Ex;i_ rti; Jan, 19, 2014 Membcsr, P~z~rc;v,,ania ~ri~~os•~tio` n opNat~:;'; -6- F \FILES\DATAFILE\ W ILLS\9904. W IL r.. -~ ='~ c~ a7 LAST WILL AND TESTAMENT •- ~ ~ ' ~,,;~ w ~-~ : 7 ~ "V I, J. DOROTHY ANGNEY, of the Borough of Carlisle, Cumberland County;uis~ylva'~a, :- _ `_ being of sound and disposing mind and memory, do hereby make, publish and declarBtlus to be..iuy ~' r Last Will and Testament, hereby revoking any and all former Wills or Codicils by me made. 1. I direct that all my legally enforceable debts, funeral expenses, testamentary expenses and all inheritance taxes (whether such taxes may be payable by my estate or by any recipient of any property) shall be paid from my residuary estate as soon as practicable after my decease and as part of the administration of my estate. My Executor shall have no duty or obligation to obtain reimbursement for any such tax so paid, even though on proceeds of insurance or other property not passing under this Will. 2. I give the sum of Five Thousand Dollars ($5,000.00) unto EVELYN KELLEY CRAIG, now of 39 East North Street, Carlisle, Pennsylvania. This legacy shall lapse if she shall predecease me or if my net estate, after payment of all administration expenses, debts and death taxes, shall be insufficient to pay same. 3. All the rest, residue and remainder of my estate, both real and personal property, I give, devise and bequeath in the following manner: Fifty percent (50%) thereof unto FIRST UNITED CHURCH OF CHRIST, North Pitt Street, Carlisle, Pennsylvania, 17013; Twenty-five percent (25%) thereof unto THORNWALD HOME, Walnut Bottom Road, Carlisle, Pennsylvania, 17013; and Twenty-five percent (25%) thereof unto SARAH A. TODD MEMORIAL HOME, West South Street, Carlisle, Pennsylvania, 17013. The shares of THORNWALD HOME and SARAH A. TODD MEMORIAL HOME shall be used solely at the Carlisle, Pennsylvania, facilities. ~~r J.D.A. Page 1 of 3 Pages ,, .. 4. I nominate, constitute and appoint KEYSTONE FINANCIAL BANK, N.A. of Carlisle, Pennsylvania, as Executor of my estate, and I direct that my Executor shall not be required to file a bond to secure the faithful performance of its duties in any jurisdiction. S. I authorize and empower my Executor, in its sole and absolute discretion, to purchase or otherwise acquire and retain any investments of which I die seized or any real or personal property of any nature; to sell, lease, pledge, mortgage, transfer, exchange, dispose of or grant options in regard to any or all property of any kind forming a part of my estate for such terms and such prices as it may deem advisable; to borrow money for any purposes connected with the protection and preservation of my estate; to mortgage or pledge any real or personal property forming a part of my estate or to join in or secure the partition of same; to compromise any claims or demands of my estate against others or of others against my estate; to make distribution in kind and to cause any share to be composed of cash, property or undivided fractional shares in property different in kind from any other share; to employ agents, attorneys and proxies and to delegate to them such power as my Executor considers desirable and to pay reasonable compensation for such services as may be rendered by such agents, attorneys and proxies; and to execute and deliver such instruments as may be necessary to carry out any of these powers. In addition, I direct that my Executor shall have the power to conduct an inventory of any safe deposit box necessary to the administration of my estate. IN WITNESS WHEREOF I have hereunto set my hand and seal this ~~'`'~' ~ day of ~-~~ , 1999. ~n- (SEAL) J. orothy Angn SIGNED, SEALED, PUBLISHED AND DECLARED by the above-named Testatrix, as and for her Last Will and Testament, in the presence of us, who at her request, have hereunto subscribed our names as witnesses thereto, in the presence of the said Testatrix and of each other. °_-_,_ Page 2 of 3 Pages COMMONWEALTH OF PENNSYLVANIA COUNTY OF CUMBERLAND . SS. I, J. Dorothy Angney, Testatrix, whose name is signed to the attached or foregoing instrument, having been duly qualified according to law, do hereby acknowledge that I signed and executed the instrument as my Last Will; that I signed it willingly; and that I signed it as my free and voluntary act for the purposes therein expressed. J. Dorothy Angn ~ * Sworn or a ed to and acknowledged before me by J. Dorothy Angney, the Testatrix, this day of , 1999. Notary Public NOTARIAL SEAL COMMONWEALTH OF PENNSYLVANIA ) CORRINE L. MYEHS, n;oPtur~byNc Ca+iisle Boro, (~nberNNxl( 2004 SS. commission E ~ 27, COUNTY OF CUMBERLAND We, ~CtG ~r~e~ ~~• ~ ~CftJcr• and ~ Q,r' Ci ~- /, L D~ yr~ ~P fit''- the witnesses whose names are signed to the attached or foregoing instrument, being duly qualified according to law, do depose and say that we were present and saw J. Dorothy Angney, the Testatrix, sign and execute the instrument as her Last Will; that the Testatrix signed willingly and that the Testatrix executed it as her free and voluntary act for the purposes therein expressed; that each of us, in the hearing and sight of the Testatrix, signed the Will as witnesses; and that to the best of our knowledge the Testatrix was at that time 18 or more years of age, of sound mind and under no constraint or undue influence. /~dd~s ~ ,(~~~ ,~a~~ ~A /7o~j `~~. - ~~ __r-~ Address `,~~, •~ ~,, l - Sworn or affirmed to and subscribed before me this ~ ~ day of , 1999. Notary Public NOTARIAL SEAL CORRINE L. MYERS, Notary Punic Page 3 of 3 Pages C ~ ECr1aMrKfC2, ~ nny