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Home My WebLink About05-06-13 ��c; �� . c�� DECEDENT'S ESTATE � ° � � � m -� � --�c c,n � �7 �, �-- —� t,��' r` � r;� ;x� ;�-F i. � Z; cr� „�: �.::s COURT OF COMMON PLEAS OF � ` _°` c� � CUMBERLAND COUNTY, PENNSYLVANIA � � f'' _4 �' -'` =-` � ORPHANS' COURT DIVISION , ,. }_, w: �-'-� _ �-:� '�' � �'- � ESTATE OF Mary J.Trego , DECEASED No. 21-12-0196 PETITION FOR ADJUDICATION/ STATEMENT OF PROPOSED DISTRIBUTION PURSUANT TO Pa. O.C. RULE 6.9 This form may be used in all cases involving the Audit of the Account of a Decedent's Estate. If space is insufficient, riders may be attached. Attach the spouse's election, if any,�the papers required under items 8-19 inclusive;and any instrument pertinent to the adjudication. INCLUDE ATTACHMENTS AT THE BACK OF TH/S FORM. Name of Counsel: Bradley L GrifFie Supreme Court I.D. No.: 34349 Name of Law Firm: Griffie�Associates, P.C. Address: 200 North Hanover Street Carlisle, PA 17013 Telephone: 717-243-5551 Fax: E-mail: bgriffie@griffielaw.com Form OC-01 Rev.10-13-2006 Copyright(c)2006 form soflware only The Lackner Group,Inc. P898 1 Of 1 O �'� ;�� :�� .£,�,,, ;��`� ,,,. Estate of Mary J.Trego , Deceased 1. Name(s) and address(es) of Petitioner(s): Name: JOArlrl E. Kelly Terry A. Glass aaa.�ss: 16 Mountain View Drive 2 Hilltop Drive Carlisle, PA 17013 Mount Holly Springs, PA 17065 Identify any executors or administrators who have not joined in the Petition for Adjudication and Statement of Proposed Distribution and Account and state reason: 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 02/01/2012 � Letters Testamentary or ❑ Letters of Administration were granted to Petitioner(s) on 02/14/2012 Date of Will (if applicable): 11/10/1981 Date(s) of Codicil(s) (if applicable): 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: 02/24/2012 03/02/2012 03/0912012 02/16/2012 02/23/2012 03/01/2012 Form�C-01 Rev.10-13-2006 Copyright(c)2006 form software only The Lackner Group,ino. Page 2 of 10 ��°°'�: �.� �� k. ` , . ,, „ � �� ,. _ .. �� :'-n. �, Estate of Mary J.Trego , Deceased 3. Was decedent survived by a spouse?....................................................................... ❑ Yes � ►vo If yes, name of the surviving spouse: 4. Has the surviving spouse filed to take an elective share?......................................... ❑ Yes ❑ No (,S� Section 2201 et sgg. of the Probate, Estates and Fiduciaries Code) If yes, date of election: 5. In the case of an intestacy, state the names of the decedenYs surviving children or surviving issue of deceased children (if none, so state): 6. Did the 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 Form OC-01 Rev.10-13-2006 Copyright(c)2006 form software only The Lackner Group,Inc. P89E 3 Of 1 O r� , � ,�,. . � �' .... . Estate of Mary J.Trego , 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): Name and Address of Each Part in Interest Relationshi and Comments,if an Interest JoAnn E. Kelly Daughter 50% 16 Mountain View Drive Carlisle, PA 17013 Terry A. Glass Daughter 50% 2 Hilltop Drive Mount Holly Springs, PA 17065 Form OC-01 Rev.10-13-2006 Copyright(c)2006 form software only The Lackner Group,Inc. P89@ 4 Of'I O „r.. . v. � � , � „ � . . ��`;,, Estate of Mary J.Trego , Deceased Name and Address of Each Party in Interest Relationship and Comments,if any Interest 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. None C. State why a Petition for Guardian/Trustee Ad Litem has or has not been filed for this Audit(s,�e 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.10-13-2006 Copyright(c)2006 form software only The Lackner Group,Inc. P898 5 Of'I O � ;� �� . , �.,� � � .... ��.£� Estate of Mary J.Trego , 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 in Full? Above Attachment Total 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?.......................................................................................... ❑ ves � No Was family exemption allowed?.......................................................................................... ❑ Yes � No Family exemption claimanYs name and relationship: Name: Re/ationship: Form�G01 Rev.10-13-2006 Copyright(c)2006 form software only The Lackner Group,Inc. P89B 6 Of 1 O . .>.. . ., ��'. �.. . . , ��„u�,..�. ,. "��.w�°�`� Estate of Mary J.Trego , 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 Payment Interest 04/27/2012 13,000.00 0.00 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 decedenYs 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.10-13-2006 Copyright(c)2006 form soflware only The Lackner Group,Inc. P89@ 7 Of 1 O � . :'��;'�, ,.'� , ., ,. W ::��„�� Estate of Mary J.Trego , Deceased 16. Had the decedent been adjudicated an incapacitated person?........................................... ❑ Yes � No If yes, attach a copy of the Order if available; otherwise state 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. Date Description Amount 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 the amount of fees to be paid from the reserve been given to the partiesin 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 Asto real estate only?......................................................................................................... ❑ Yes ❑ No Form�C-01 Rev.10-13-2006 Copyright(c)2006 form software only The Lackner Group,Inc. P8g@ H Of'I O � �, ,. ..�e �w� ,., ,. . , s� ��`e�' , x, s .,, �? , a�� - Estate of Mary J.Trego , 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: Pro,00sed Distnbutee(s) Amount Proportion B. Principal: Proposed DisMbutee(s) Amount Proportion JoAnn E. Kelly 50% Terry A. Glass 50% Submitted By: (All petitioners must sign. Add dit' nal lines if necessary): � � e of Petitioner: JoAnn E. Ily � � -� Name of titioner: Terry A. Glass Name of Petitioner: Form OC-01 Rev.f0-13-2006 Copyright(c)2006 form software only The Lackner Group,Inc. P89@ J Of'I O ,,, m .�. ��a��"'� x . r Estate of Mary J.Trego , Deceased Verification of Petitioner (Verification must be by at least one petitioner.) The undersigned hereby verifies* [that n�sne is rme of the above-named nameotcorporation 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). i � S� ture of Petitioner JoAnn E: e ly ��_y/ � �,L,r�.� Signature etitioner Terry A. Glass Signature of Petitioner *Corporate petitioners must comp/ete 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 made beyond the responses herein. S� of nsel for P titioner Griffie Form OC-O�Rev.10-13-2006 Copyright(c)2006 form software only The Lackner Group,Inc. P89@ 1 O Of 1 O PROOF OF PUBLICATION OF NOTICE IN CUMBERLAND LAW JOURNAL (Under Act No. 587, approved May 16, 1929), P. L.1784 COMMONWEALTH OF PENNSYLVANIA : . ss. COUNTY OF CUMBERLAND . 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: February 24, March 2, and March 9, 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 subj ect 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. �- � �— Lis Marie Coyne, Edi r SWORN TO AND SUBSCRIBED before me this 9 of March, 2012 � Notary Trego,Mary Jane,dec'd. Late of Carlisle Borough. Co-Executrices:JoAnn Kelly and Terry A. Glass c/o Bradley L. Griffie, Esquire, Griffie Sv Associ- .�....�� ates, 200 North Hanover Street, NOTARIAL SEAL Carlisle, PA 17013, (717) 243- DEBORAH A COLLINS 5551, (800) 347-5552. Notary Public Attorneys: Bradley L. Griffie, Es- quire, Ciriffie&Associates. CARLISLE BOROU�H,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, 1gg1, 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): February 16, 23 &March 1,2012 COPY OF NOTICE OF PUBLICATION , 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 re ue. Sworn to and subscribed before me this is± a,�,h. ZD I Z (,�� Notary Public My commission expires: NOTARiAL SEAL BAMBI ANN HECKENDORN Notary Public CARLISLE BOROUGH, CUMBERLAND CNTY fufy Commission Expires Jan 27, 2014 ,_ . . .� . � . ,.. � �., �. . �1�Q,�y<< �� In the Court of Common Pleas of Cumberland County, Pennsylvania Orphans' Court Division File No. 2012-00196 Estate of Mary J.Trego, Deceased Late of Borough of Carlisle Account JoAnn E. Kelly and Terry A. Glass, Executrices Date of Death: 02/01/2012 Date of Incapacity, if any: None Date of Executrices'Appointment: 02/14/2012 Date of First Complete Advertisement: 03/01/2012 Accounting for the period: 02/01/2012 to 05/06/2013 Purpose of Account: JoAnn E. Kelly and Terry A. Glass, Executrices, offer 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: Bradley L Griffie Griffie�Associates, P.C. 200 North Hanover Street Carlisle, PA 17013 717-243-5551 c � � � Supreme Court I.D. No. 34349 3= ° � �- � -ra =' rn � c� � � � � �, r._ y s_� �..;; r -� r� C� f� � � � �� -�. ,� c,, c�: � -� -,-; --�; r . � �� -a { . � � � t , r,; t—� ri-; � ' � � a �' o � SUMMARY C1F ACCOUNT Estate af Mary J.Trego, Deceased For h p,�riod of Febr�arv 1 2012 thrn��ay B, 2013 �E.$ PRINCIPAL Receipts: TF�is Account A 183,281.66 Net Gain {or Loss}on Sales B _242.33 or Other Dispositions 1$3,039,33 Less Disbursements: � Debts af Decedent 1,124.78 Funeral Expenses 12�832'48 Administratian Expenses 42,777.12 Federai,State& Locai Taxes 8,480.68 Commissians o.00 Fees 7,225A0 Family Exemption 0.00 42,440.06 Balance Before Distributions 140,599.27 Transfer to(fram) Principai TP 0.80 Distributions to Beneficiaries p 115,719.69 Principal Balance on Hand pBOH 25,479.58 Far informatian: investments Made Changes in Hoidings F 1L+1.�.4.�1E Receipts This Account ��a Net Gain{ar Loss}on Saies �'Q4 or Other Dispositions o.00 l.ess Disbursements �.�� Balance Before Distributions p.0a Transfer ta(fram}Income T� 0.00 Distributions#o Beneficiaries �'�� Income Balance an Hand O.Oa Far Infarmation: investments IVlade Changes in Holdings COMBiNED BALANCE ON HAND CBOH 23°479'58 Signature Verification SCHEDULE A RECEIPTS OF PRINCIPAL Assets Listed in Inventory Fiduciary (Valued as of Date of Death) Acquisition Value �.aS�'] Blue Cross Premium Refund 405.92 Certificate of Deposit No.XXXXXX1364-Citizen's 39,139.97 Bank Certi�cate of Deposit No.X)C)OCXX8011 -Orrstown 14,493.24 Bank Certi�cate of Deposit No.XXXXXX8732-Orrstown 11,319.51 Bank Checking Account No.XXXXX0096-Orrstown Bank 730.57 Checking Account No.XX)OCXX2037-Citizen's Bank 17,688.71 Comcast Refund 61.78 Ohio Casualty homeowner's insurance refund 145.00 Personal property auctioned 12,291.50 Refund from Shipley Energy for credit balance 762.78 Savings Account No.XXX525-00-Members 1st 489.63 Federal Credit Union Tax proration credited at settlement 753.05 Total Cash 98,281.66 Rpal FCtA1'P 828 Hamilton Street,Carlisle- 85,000.00 Cumberland County, PA Total Real Estate 85,000.00 Total Receipts �ss,zs�.ss Total Receipts of Principal �83,2s�.ss A-1 SCHEDULE B GAINS AND LOSSES ON SALES OR OTHER DISPOSITIONS - PRINCIPAL Sz�in Ls� 04/25/2013 Citizens Bank Certificate of Deposit No.XXXXX1364 Net Proceeds 13.47 Fiduciary Acquisition Value 0.00 13.47 04/25/2013 Citizens Bank Checking Account No.)CX)CXXX2037 Net Proceeds -355.12 Fiduciary Acquisition Value 0.00 -355.12 04/25/2013 Members 1st FCU Checking Account No.XXX525-00 Net Proceeds 0.07 Fiduciary Acquisition Value 0.00 0.07 04/25/2013 Orrstown Bank Certificate of Deposit No. �CXXXX8017 Net Proceeds 28.36 Fiduciary Acquisition Value 0.00 28.36 04/25/2013 Orrstown Bank Certificate of Deposit No. XXXXXX8732 Net Proceeds 70.88 Fiduciary Acquisition Value 0.00 70•88 04/25/2013 Or►stown Bank Checking Account No.XXXXX096 Net Proceeds 0.01 Fiduciary Acquisition Value 0.00 0.01 TOTAL GAINS AND LOSSES/PRINCIPAL 112.79 LESS LOSS -355.12 NET GAIN OR LOSS -242.33 B-1 SCHEDULE C DISBURSEMENTS OF PRINCIPAL Debts of Decedent Claremont Nursina and Rehabilitation Center 02/23/2012 1,008.00 1,008.00 Personal Per Ca itn a Tax 04/18/2012 � 4.90 4.90 � 03/06/2012 38.98 38.98 Water/Sewer Bill 03/21/2012 72.90 72.90 Total Debts of Decedent 1,124.78 Funeral Exoe� Hoffman Roth Funeral Home OZ/23/2012 9,791.48 9,791.48 Osiris Holding of Pennsylvania, Inc. (Interment) 02/23/2012 2,866.00 2,866.00 C-1 SCHEDULE C DISBURSEMENTS QF PRINGIPAL Continued p�t�rhE±in Uttited Methodi�t Gh�rGh 02/23/2012 175.Op 't 75.00 TAtal Funeral ExDettses 12,832.48 Administration Exn�ns�s Advertising�o�►�rnberland Law Journal 03l0512012 75.00 75.00 Advertising�o_the_Sentin�l 83/12/2012 200.'16 2oa.�s A�ctioneer{person�! �tro�y�fees 1 p/Q9/2012 4,902.02 4,942.02 �� 02/28/2012 25.00 25.00 �oro�gh af Cariisi�„{Wat��and Sevvcsr) 06t26l2Q12 145.8d 145.80 Ba�der Trash Q,emovai �ar�slzo�z z7s.00 C-2 SCHEC}ULE C DISBURSEMENTS OF PRlNCIPAL Continued 2�s.00 Home re�airs ta Qui�ley Mechanical 83/29/2012 ��g.pp 138.00 Ho�neowner'�jnsurance 03/13/2012 553.00 553.00 �wn Service�o Don Heishman La�n Services �orov�o�2 �so.00 750.00 PPL Eiectric Utilities 1212612012 �,�8.g� 428.61 Probate Fees 02/141209 2 568.50 56$.50 Real estate sale cos�,s and fees 12/21/2012 2,628.27 2,628.27 Real est?te tax�s to Boro�gh of Gariisle{ o m /Boro�!n,h) 10/24/2012 692.12 692.12 Real estate taxes to Boro�gh af arti•1 { hoo11 10/23/2012 7,395.64 �-� SCHEDULE C DISBURSEMENTS OF PRINCIPAL Continued 1,395.64 Total Miscellaneous Administrative Exnenses 12,777.12 Federal, State� and Local Taxes Inheritance Tax 04/24/2012 8,480.68 8,480.68 Total Taxes 8,480.68 Fees Griffie&Associates 02/01/2012 7.000.00 7,000.00 Tax Return Prenarer's Fees 04/01/2013 225.00 225.00 Total Fees 7,225.00 TOTAL DISBURSEMENTS OF PRINCIPAL 42,440.06 C-4 SCHEDULE D DISTRIBUTIONS OF PRINCIPAL 04/09/2012 JoAnn Kelly 57,559.84 04/09/2012 Terry A.Glass 57,559.85 115,119.69 TOTAL DISTRIBUTIONS TO BENEFICIARIES 115,119.69 D-1 COMBINED BALANCE ON HAND Current Value Fiduciary 05/06/2013 Acquisition #Units Description or as Noted Value �1� [Bankln Name] -242.33 -242.33 [BankOut Name] -42,440.06 -42,440.06 Total Cash -42,682.39 -42,682.39 ASSEtS 828 Hamilton Street,Carlisle 85,000.00 Blue Cross Premium Refund 405.92 Certificate of Deposit No.XXXX)CX1364 39,139.97 Certificate of Deposit No.XXX)CXX8071 14,493.24 Certificate of Deposit No.XXXXXX8732 11.379.51 Checking Account No.XXXXX0096 730.57 Checking Account No.XX)OOCX2037 17,688.71 Comcast Refund 61.78 JoAnn Kelly -57,559.84 Ohio Casualty homeowner's insurance refund 145.00 Personal property auctioned 12,291.50 Refund from Shipley Energy for credit balance 762.78 Savings Account No.XXX525-00 489.63 Tax proration credited at settlement 753.05 Terry A. Glass -57,559.85 Total Assets 68,161.97 �2,682.39 25,479.58 CBOH-1 In the Court of Common Pleas of Cumberland County, Pennsylvania Orphans' Court Division File No. 2012-00196 Estate of Mary J.Trego, Deceased Signatures ; � J n E. Kelly, Co-Executrix AND Terry A. ass, Co-Executrix In the Court of Common Pleas of Cumberland County, Pennsylvania Orphans' Court Division File No. 2012-00196 Estate of Mary J. Trego, Deceased Verification JoAnn E. Kelly and Terry A. Glass, Executrices under the Last Will and Testament of Mary J.Trego, Deceased, hereby declare under oath that they have fully and faithfully discharged the duties of their 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: � -- � — �,3 - nn E. Kelly, Co-Executrix Dated: �/j� `z 4 � 3 • Terry A. Gla Co-Executrix I hereby certify that written notice of the filing of this Account, and of the date, time and place when the same will be presented to the Court for confirmation and of the last day to file written objections to said Account, has been given to every unpaid claimant and to every other person known to the accountant to have or claim an interest in the estate as creditor, beneficiary, heir, or next of kin. r . Griffie, Esquire In re: : IN THE COURT OF COMMON PLEAS : CUMBERLAND COUNTY, PENNSYLVANIA Estate of Mary Jane�Trego, : ORPHAN'S COURT DIVISION late of Carlisle Borough : No. 2012-00196 � Cumberland County, Pa., deceased : PA No. 21-12-196 FIRST AND F1NAL ACCOUNT OF JoAnn E. Kelly and Terry A. Glass, Co-Executrices Estate of Mary Jane Trego late of Carlisle Borough, Cumberland County � Pennsylvania, deceased CERTIFICATE OF CLERK The above Account was filed on , 2013, last advertised March 9, 2012, according to law, and is presented herewith to the Court of Common Pleas, Orphans' Court Division for confirmation. Date Clerk ORDER OF COURT , 2013, no exceptions or objections having been filed to the account or to the proposed schedule of distribution, the within account and schedule of distribution are confirmed and distribution is directed in accordance with the schedule of distribution. BY THE COURT, J. Date of Death: February l, 2012 Gross value of estate: $183,281.66 Distribution amount of estate: $140,841.60 Last advertising: March 9,2012 4: In the Court of Common Pleas of Cumberland County, Pennsylvania Orphans' Court Division File No. 2012-00196 Estate of Mary J.Trego, Deceased Late of Borough of Cariisle Account JoAnn E. Kelly and Terry A. Glass, Executrices Date of Death: 02/01/2012 Date of Incapacity, if any: None Date of Executrices'Appointment: 02/14/2012 Date of First Complete Advertisement: 03/01/2012 Accounting for the period: 02/01/2012 to 05/06/2013 Purpose of Account: JoAnn E. Keliy and Terry A. Glass, Executrices, offer this Account to acquaint interested parties with the transactions that have occurred during the Administration. It is important that the Account be carefully examined. Requests for additional information or questions or objections can be discussed with: Bradley L Griffie Griffie 8�Associates, P.C. �- �� 200 North Hanover Street � w �'' rn Carlisle, PA 17013 � ° � c� � rn -�? c� -c `r' � 717-243-5551 � � �,�,--, � i�; �� Supreme Court I.D. No. 34349 `�` �'? '°; �. y-� 4..:.,P v �s'� 't :.� � �,�' � � °--'t 4..... � _' �.'� . .-=� �_, ::� _...+ _' .� ' �� ., � :> � '�'t i - SUMMARY OF AGCOUNT Estate of Mary J.Trego, Deceased For the �eriod af Fe�r�a 1� 01 hr{��h M��,2t113 �AGES PRINCIPAL Receipts: This Account A �$�� Net Gain {or Loss}on Saies ar Other Dispositions g -24�2.33 183,038.33 Less Disbursements: C Debts of Deceden# 1,�24.?8 Funeral Expenses 12,832.48 Administra#ion Expenses 12,777.12 Federal, Sta#e 8� Locai Taxes 8,4s0.ss Commissions 0.00 Fees 7,225.00 Family Exemp#ion 0.�0 42,440.06 Balance Before Distributions 140,599.27 Transfer to (frorn) Principat TP o.00 Qistributions to Beneficiaries p 195,�t19,69 Principal Batance on Hand pgp� 25,47g,5g For information: Investments Made Changes in Hoidings F 1NC0,� Receipts This Accaunt 0.00 Net Gain {or Loss}an Sales p,�p or Other Dispositians Q o� Less Disbursements p,pp Balance Before Distriba�ions �.00 Transfer to{from} Incame TI �.pp Distributions to Beneficiaries 0.00 lncame Balance on Hand p,pp For Informatic�n: Investments Made Changes in Haldings COMBINED BALANCE ON WAND CBOH 25,479.58 Signature Verification SCHEDULE A RECEIPTS OF PRINCIPAL Assets Listed in Inventory Fiduciary (Vafued as of Date of Death) Acquisition Value �Sll Blue Cross Premium Refund 405.92 Certificate of Deposit No.X)OOCXX1364-Citizen's 39,139.97 Bank Certificate of Deposit No.XXXXXX8011 -Orrstown 14,493.24 Bank Certificate of Deposit No.XXXXXX8732-Orrstown 11,319.51 Bank Checking Account No.XXXXX0096-Orrstown Bank 730.57 Checking Account No.XXXXXX2037-Citizen's Bank 17,688.71 Comcast Refund 61:78 Ohio Casualty homeowner's insurance refund 145.00 Personal property auctioned 12,291.50 Refund from Shipley Energy for credit balance 762.78 Savings Account No.XXX525-00-Members 1st 489.63 Federal Credit Union Tax proration credited at settlement 753.05 Total Cash 98,281.66 Rpal FCtatP 828 Hamilton Street,Cariisle- 85,000.00 Cumberland County, PA Total Real Estate 85.000.00 Total Receipts �83,2s�.ss Total Receipts of Principal �ss.2s�.ss A-1 SCHEDULE B GAINS AND LOSSES ON SALES OR OTHER DISPOSITIONS - PRINCIPAL S�in L� �4/25/2013 Citizens Bank Certificate of Deposit No.XXXXX1364 Net Proceeds 13.47 Fiduciary Acquisition Value 0.00 13.47 04/25/2013 Citizens Bank Checking Account No.XXXXXX2037 Net Proceeds -355.12 Fiduciary Acquisition Value 0.00 -355.12 04/25/2013 Members 1st FCU Checking Account No.XXX525-00 Net Proceeds 0.07 Fiduciary Acquisition Value 0.00 0.07 04/25/2013 Orrstown Bank Certificate of Deposit No. XXXXXX8011 � Net Proceeds 28.36 Fiduciary Acquisition Value 0.00 28.36 04/25/2013 Orrstown Bank Certificate of Deposit No. XXXXXX8732 Net Proceeds 70.88 Fiduciary Acpuisition Value 0.00 ��•88 04/25/2013 Orrstown Bank Checking Account No.XXX)CX096 Net Proceeds 0.01 Fiduciary Acquisition Value 0.00 0.01 TOTAL GAINS AND LOSSES/PRINCIPAL 112.79 LESS LOSS -355.12 NET GAIN OR LOSS -242.33 B-1 SCHEDULE C DISBUi�SEMENTS t�►F PRINCIPA� Debts af Dec.,r edent r;a;ow•w••+ Nuwaing and Rehabilitation Center os�asrza�� s,00�.00 �.00s.00 Persanal Per Ca�T.�X 04/18/2012 ` 4.90 4.90 � 03/Q6/2012 �$'9$ 38.9$ Water/Sewer Bilt o3t2�tzo�2 �z.sa 72.9D Total Debts of Decedent 1•424•7$ F�neral Exo�nses Hoffman Roth Funeral Home o�izar2o�z s,�s�.as s,�s�.�s Qsir"ss Hofding.gf.�CiO�YIY.�I[ti�� fn�.{1tLermentl 02I23/2012 2,$66.Ob 2.866.00 �-'� SCHEDULE C DISBURSEMENTS OF PRINCIPAL Continued Otterbein United Methodist Gh�rch 02/23/2012 175.00 175.00 Totai Funeral Exnenses 12,832.48 Administration Ex ep nses Advertising to Cumberland Law Journal 03/05/2012 75.00 75.00 Advertising to the Sentinel 03/12/2012 200.16 200.16 A�ctioneer ersonal r�o e�y�fees 10/09/2012 4,902.02 4,902.02 Bank fees 02/28/2012 25.00 25.00 Boro �gh of Carlisle (�Q(ater and Sewer) 06/26/2012 145.80 145.80 Bouder Trash Removal 10/19/2012 275.00 C-2 _ _ I SCHEDUL.E C DISBURSEMENTS OF PRINCIPAL Continued Z��.oa Horne rep�,�rs to Quialey Meci�anica( 03/29/2012 ��'�� s.ao Homeawner's In�urance 03l13/2012 553.00 553A0 � a�•�n Service to Don Heishman Lawn Services 1 Q10112032 ?50,d0 750.00 pP I #ric Utilities 9 2/2612012 �'�$.�1 428.fi1 Probate l�+�es 02114/2012 ��$'�� 568.50 R!��estate sale casts and fees 12121l2012 �'��$'2� 2.628.27 Real es�te taxes to Borot,�h nf Garlisle{�o �n 1Boro�ahl 10/24t2012 692:12 892.12 R��p�+_tp t�xes to Barot�ah afi Gariisie iSchooll 10123t2012 �•��'� C-3 SCHEDULE C DISBURSEMENTS OF PRINCIPAL Continued 1,395.64 Totai Miscellaneous Administrative Exnenses 12.777.12 Federal�State• and Local"Taxes inheritance Tax � 04l24/2012 8,480.68 8,480.68 Total Taxes 8,480.68 Fees Griffie 8�Associates 02/01/2012 7,000.00 7,000.00 Tax Return Preoarer's Fees 04/01/2013 225.00 225.00 Total Fees 7.225.00 TOTAL DISBURSEMENTS OF PRINCIPAL 42,440.06 C-4 SCHEDULE D DISTRIBUTIONS OF PRINCIPAL 04/09/2012 JoAnn Kelly 57,559.84 04/09/2012 Terry A.Glass 57,559.85 115,119.69 TOTAL DISTRIBUTIONS TO BENEFICIARIES 115,119.69 D-1 C�MBINED BALANCE ON HAND Current Value Fiduciary 05/06/2013 Acquisition #Units Description or as Noted Value � [BankM Nam�] -242.33 -242.35 [BankOut Name� -�i2,440.06 -42,44Q,06 Total Cash -42,682.39 -42,682,38 Qc� 828 Hamilton Street,Carlisle 85,000.00 B1ue Cross Premium Refurtd 405.92 Certificate of Depasit No.XXXXXX1364 39,139.97 Certificate af I}eposit No.XXXXXX8011 14.493.24 Certificate af Depasit No.XXXXXX8732 11,319.51 Checking Account Na.XXXXX0096 730.57 Checking Account No.�CXX)CX2037 17,688.71 Comcast Reftind 81.78 JoAnn KeIIY -�7,559.84 Ohio Casualty hameowner's insurance refund 145.pp Persana!praperty auctioned 12,299.50 Refund fram Shipley Energy for credi#batance 762.78 Savir�gs AcCOUnt No.XXX825-QO 4$9.63 Tax proration credited at settlement l��,p� Terry,A.Glass -57,559.85 Total asset� 68,161.97 -42.682.39 25,479.58 cBaH-� In the Court of Common Pleas of Cumberland County, Pennsylvania Orphans' Court Division File No. 2012-00196 Estate of Mary J.Trego, Deceased Signatures nn E. Kelly, Co-Executrix AND Terry A. Gla ' Co-Executrix In the Court of Common Pieas of Cumberland County, Pennsylvania Orphans' Court Division File No. 2012-00196 Estate of Mary J.Trego, Deceased �Verificafiion JoAnn E. Kelly and Terry A. Glass, Executrices under the Last Will and Testament of Mary J.Trego, Deceased, hereby declare under oath that they have fuily and faithfully discharged the duties of their office; that�the foregoing Account is true and correct and fuliy 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 Ann E. Kelly, Co-Executrix Dated: �/� J Z U /� � Terry A. I ss, Co-Executrix I hereby certify that written notice of the filing of this Account, and of the date, time and place when the same will be presented to the Court for conf`umation and of the last day to file written objections to said Account, has been given to every unpaid claimant and to every other person known to the accountant to have or claim an interest in the estate as creditor, beneficiary, heir, or next of kin. B if e,Esquire