HomeMy WebLinkAbout07-18-13 .
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DECEDENT'S ESTATE
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COURT OF COMMON PLEAS OF �
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CUMBERLAND COUNTY,PENNSYLV���� ;c' °� �'
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ESTATE OF RUTH E.,a/k/a RUTH B. SMELTZER "`' ' `� ��'
,DE�C�SED `�" =:_ �'�
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No. 21-13-0003 `�''`' ��
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 rr�ay be attached. Attach the spouse's election, if any; the papers
required under items 8-19 inclusive; and any instrunaent pertinent to the adjudication.
INCL UDE ATTACHMEN7'S AT THE BACK OF THIS FORM.
Name of Counsel: Peter J. 0'Donnell
Supreme Coui-t I.D.No.: 2�937
Name of Law Firm: Nielsen& O'Donnel(
Addcess: 15 S. Wayne St., Lewistown, PA 17044
Telephone: (�17) 248-3911
Fax:_(717) 248-8258
Forn►OC-01 rev.10.13.06 Page 1 of 10
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Estate of RUTH E.,a/k/a RUTH B. SMELTZER , Deceased
1. Name(s)and address(es) of Petitioner(s):
1va►►re: The First Nati�nal Bank of Mifflintown
Address: 2 Main Street
Mifflintown,PA 17059
' Identify any executors or administrators who have not joined in the Petition for
Adjudication and Statement of Proposed Distribution and state reason:
Is this the first accounting by this fiduciary? . . . . . �Yes � No
If not, identify prior accountings,the accounting periods covered, and the date of
adjudication of the prior accounting.
2. Decedent died on December 13, 2012
0 Letters Testamentary or OLetters of Administration were granted to Petitioner(s)on
Januarv 3. 2013
Date of Will ('f applicable): June 1 l, 2008
Date(s)of Codicil(s) ('rf applicable): N/A
Date of probate ('f different from date Letters granted): same '
Was a bond required?�Yes �No If yes, state amount:
Are proofs of advectising of the grant of Letters attached? . . . . . . . . . ❑J Yes �No
Dates of advertising of the grant of Letters:January 18 &25 and February l,2013 in
Cumberland Law Journal and January 8, 15 & 22, 2013 in The Sentinel
Forn:OC-01 rei�.IOJ3.06 Page 2 of 10
.
Estate of �UTH E.,a/k/a RUTH B. SMELTZER
,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? . . . . . . . . .. � �No
(See Section 2201 et s�. of the Probate, Estates and Fiduciaries Cocle� � Yes
)
If yes, date of election:
S. In the case of an intestacy, state the names of the decedent's survivi��a�I�ildcen or
surviving issue of deceased children(if none, so state): b
6. Did decedent marl•yafter execution of Wi11 or Codicil(s)? . . . . . . . . . 0 Yes ✓ No
. . a
Were any childcen born to decedent after execution of
Will or Codicil(s)? .. . , , � es � N
Y ✓
. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. . . . . a
If yes, give names and dates of birth:
Na�ne: Date of 13irth:
7. If required by the Medical Assistance Estate Recovecy Act,
62 P.S. § 1412, was a reqLiest for a statement of claim sent to
the Department ofPublic Welface? . �
. . . . . . . . . . . . . . . . . . . . . . . . . . ....
pQtitio�er �as dscertained that decedent did not receiv �
medical assistance during the five e
' years preceding decedent ' s
date of death,
Fornt OGOI rer.I0.J3.06
Page 3 o f 10
Estate of RUTH E.,a/k/a RUTH B. SMELTZER ,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 pai-ties(charitable and non-charitable) of whom Petitioner(s) has/have notice or
know(edge,having or claiming any interest in the estate as beneficiaries under the Will or
Codicil(s) or as intestate heirs if there is a comp(ete or partial intestacy:
. A. State each party's relationship to the decedent and the nature of each party's
interest(s):
Nanre nnd Add�•ess of Eac/t Parry in/n�er•est I Relntionship anc!Carrments iran I Irtteres!
Suzanne S. Adams Daughter one-third of residue
49 Kathryn Drive
New Bloomfield, PA 17068
Barbara J. Smeltzer Daughter one-tllird of residue
1400 Kelton Ave., Apt. 108
Los Angeles, CA 90024-5467
Fornt OC-DI ren.I0.13.06 Page 4 of 10
Estate of RUTH E.,a/k/a RUTH B. SMELTZER ,Deceased
Name and Address of Each Par•ty in lr�terest I Relationship and Comments iranv I Inlere sl
Diana R. Smeltzer Daughter one-third of residue
373 Stonehedge Lane
Mechanicsburg,PA 17055
B. Identify each party who is not sui juris(e.g.,minors or incapacitated persons).
For each such party, give date of birth,t(le 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(see Pa. O.C. Rule 12.4).
There are no minors, incapacitated persons, absentees,presumed decedents or
unborn or unascertained persons having or claiming an interest in this estate.
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.
None
Forn:oc-oi rev. 10.13.06 Page 5 of 10
Estate of RUTH E.,a/k/a RUTH B. SMELTZER ,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 Clain:ant Amount of Clarm Claim Will Clarm
Admitted? Be Paid ln
Ft�ll?
None �Yes 0 Yes
�No �No
�Yes �Yes
�No 0 No
�Yes �Yes
; �No �No
�Yes 0 Yes
ONo �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.
1 l. Was fami(y exemption claimed? . . . . . � es � o
. . . . . . . . . . . . . . . . . . . . . . . . . . . Y ✓ N
Was family exemption allowed? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . �Yes �No
Family exemption claimant's name and relationship:
Nan:e: Relationship:
Form OC-01 reu. �0.�3.06 Page 6 of 10
Estate of RUTH E.,a/k/a RUTH B. SMELTZER ,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
March 6, 2013 7,000.00 shares of daughters
May 6, 2013 468.53 shares of daughters
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? . . . . . . . . . . . . . . . . . . . Q 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, disclairned
or attached, provide a copy of the assignment, renunciation,disclaimer or attachment,
together with any relevant supporting documentation.
For»x OC-01 rev.IOJ3.OG Page 7 of 10
Estate of RUTH E.,a/k/a RUTH B. SMELTZER , Deceased
. 16. Had the decedent been adjudicated an incapacitated person? . . . . . . . . . . 0 Yes � No
If yes,attach a copy of the Order if availab(e; 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.
None
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: __ $13,3 8 9.0 0
Pur�°se: preparation of fiduciary income tax returns,postage and photocopying
expenses and filing Final Releases ($1 ,000.00) ; balance of attorneys
fees ($3, 695.00) ; personal representative's commission
($8, 694.00)
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 ofthe notice. The reserve for counsel fees is�
included in the Account, a copy of which will be given to the parties
: in an�ecesd� eretopy of the page of the Account reflecting the reserve
�i�. �s t`�ie�ourt�eing as�C'ed to direct
the filing of a Schedule of Distribution? . . . . . . . . . . . . �Yes �No
Astorea( estateonly? , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , �Yes �No
For•nr OC-O/ rev.10.13.06 Page 8 of 10
Estate of RUTH E.,a/k/a RUTH B. SMELTZER , 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 Disti•ibzetee(s) An:ount/Proportion
Suzanne S. Adams one-third
Barbara J. Smeltzer one-third
Diana R. Smeltzer one-third
B. PrincipaL•
: Proposed Distributee(s) AmozrndProportion
Suzanne S. Adams one-third
Barbara J. Sme(tzer one-third
Diana R. Smeltzer one-third
Submitted By:
(All petitioners must sign.
Add aclditional lirres if necessaYy):
First National Bank of Mifflintown
Name of etitioner:
y:
e P tion : Kimberly A. Benner
Forn�OC-Ol rev.10.13.06 Page 9 of 10
Estate of RUTH E.,a/k/a RUTH B. SMELTZER ,Deceased
Verification of Petitioner
(Verification must be by at least one petitioner.)
The undersigned hereby verifies * �tllat he/she she is rule Vice President/Trust Officer
of the above-named name ojcorporation First National Bank of Mifflintown 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
fa(sification to authorities).
.
atur o et tioner
*Corporate petitialers must con:plete bracketed infornratio�i.
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.
,
ignature of C nse for Petitioner
For►n OC-DI rer.IO.I3.06 Page 1 O Of 1 O
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� � PRODF OF PUBLICATION
. State of Pennsylvania, County of Curnberland
Ron Thayer,Sales Mana�er, 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 13tn,
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):
januarv 8, 15&22,2013
COPY OF NOTICE OF PUBLICATION
` _"-_ _�+�cw� +a'a?7tltxF'w�'*r,x+a�if�.K'd.x^-y ,� ��r � � .
�x i�;�,� w6 y�r.A���rYST� .6.G�a,iNY E3TATEbOTICE :�� . � .
,: " : . ,
�'' �� - Affiant further deposes that he/she is not
ESTATE OF RUTH E.SMELTZER A/K/A RUTH B SMELTZER�;LATE OF '
' MECHANICSBURG,CUMBERLAND COUNTY,PENNSYLVANIA, , •' �terested in the subject matter of the
.DECEASED :
' � � �� � ' a foresaid notice or advertisement,and that
Letters Testamentary in the Eatate of Ruth E.Smeltzer a/k/a Ruth B Smeltze�,
Late of Mechanicsburg,Cumbe�land County,Pennsylva�la,deceased, _;: all allegations in the foregoing statement as
�°have been�ranted to the undersigned.:,,:7 �:�;�� .<,- i :.. h.. . to time,place and character of publication
All penons having claima againat the eatate are requested to make the same`;
_..known to the underaigned or its,attomeys and all persons indebted to the;.;;
. decedent are requeated to make payment to the undersigned without delay.-; are true.
�Peter J:O'Donna���°° ,". �y 4 x �".• ��:,,,z �: .. ,:: . , ;. .
,_NIELSEN 3 O'DONNELL • �K(mberly A.Benner,V.P./T�ust Ofticer� �/�
;:Attorneys at Law <�THE FIRST NA�IONAL BANK � � � .
`15 South Wa ne Street � 'OF MIFFLINTOWN
�.` x�,2 Main Street�. �•
�'Lewistown,PA 17044 `* „ �Mifflintown,PA 17059
717 248 3911 ' � 717-438 2144
� �11.
.. �T Fi...,:: .. . . + :.�r x`'t�:.'iei{KN?.,!'.i�1tL.'�i�,n2}[,`�s �.. . ,. . , ..
Sworn to and subscri d before me this
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Notary Public
� ;� � My commission expires:
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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 p�riodical published iii the Sorough ot Carlisle in tne County and State aforesaid,
was established January 2, 1952, and designated by the local courts as the o�cial 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: .
Januarv 18, Januarv 25,and Februarv 1, 2013
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
s�atement�,s to time, place and character of publication are true.
O J �"� �
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,o � � � � ,� Lis Marie Coyne, Edito
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� � m �' c� w SWORN TO AND SUBSCRIBED before me this
wW � o � 1 dav of Februar, ,�
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Smeltzer, Ruth E. a/k/a Ruth B. .
Smeltzer,dec'd.
Late of Mechanicsburg. NOtaI'y
Executrix: Kimberly A. Benner,
V.P./Trust Officer,The First 1Va-
tional Bank of Mif�lintown,2 Main
Street, Mifflintown, PA 17059,
(?17)436-2144.
Attorneys:Peter J.O'Donnell, Es- �+�„�,.�..��.�.a.
quire, Nielsen & O'Donnell, At- I�!�TARiAl.SEAL
torneys at Law, 15 South Wayne �;E6;;�FtiH A COi.LINS
Street, Lewistown, PA 17044, PS�tary t'�+Ciic
(717)248-3911. ��F�t.laL�H�ROIlGH,CU1�S�RLAPJ�COUNTY
ti,iti�G=.�r�mission E.�;:i;�s Anr?9,2014
�.�.:,�..�-�:-.,�....�__,�:.;::.��4-• __..
�
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Fees and Cominissions
06/20/13 Nielsen & O'Donnell $3,500.00
- on account of attorneys fees
Nielsen & O'Dorinell —reserve for 3,695.00
balance of attorneys fees
The First National Bank of Mifflintown 8,694.00 15,889.00
— reserve for personal representative's
commission
Taxes
03/OS/13 Register of Wills,Agent—payment on 7,000.00
account of inheritance tax
OS/O 1/13 Register of Wills, Agent—payment due
on inheritance tax 468.53 7,468.53
Funeral Expenses
O1/22/13 Diana Smeltzer—reimbursement for costs 150.00
advanced for memorial service
Ol/25/13 Heller-Hoenstine Funeral Homes, Inc. 194.75 344.75
- balance due for funeral expense
Administration Ex enses
Ol/15/13 Nielsen & O'Donnell—reimbursernent for 393.50
costs advanced to probate Will and have
short certificates issued
02/OS/13 Nielsen & O'Donnell—reimbursement for
publication of Estate Notice in The Sentinel 210.78
02/07/13 Nielsen & O'Donnell—reimbursement for 75.00
advertisement of Estate Notice in Cumberland
' Law Journal
3
2����� qy
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IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA
ORPHANS' COURT DIVISION
In the Matter of: :
. Estate File N �cF�.. 1-13-00,�� � �,
Estate of RUTH E. SMELTZER, a/k/a RUTH B. : �: ° r�, �
SMELTZER, late of Mechanicsburg, : � ` c " w�
n, `;, c= �.. �
..,r.� .�L �'."+ � ,,,;") -•�Y
Cumberland County, Pennsylvania, ; :�; �-�; 6�'
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«�.� 'i. g`�
Deceased : ��° �" , = �' � `���
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FIRST AND FINAL ACCOUNT � "
� �_� c�� �
:.1
„"F^� "'�
OF
THE FIRST NATIONAL BANK OF MIFFLINTOWN,
EXECUTOR OF THE ESTATE
OF
RUTH E. SMELTZER, A/K/A RUTH B. SMELTZER,
CONTAINING A STATEMENT OF PROPOSED DISTRIBUTION
Date of Death: December 13, 2012
Date of Personal Representative's Appointment: January 3, 2013
First Complete Advertisement of Grant of Letters: January 18, 2013
Accounting for the Period: January 3, 2013 to July 10, 2013
Purpose of Account: THE FIRST NATIONAL BANK OF MIFFLINTOWN, Executor, offers
this account to acquaint interested parties with the transactions that have occurred during its
administration. The account also indicates the proposed distribution of the Estate.
It is important that the account be carefully examined. Requests for additional information or
questions or objections can be discussed with:
Peter J. O'Donnell Kimberly A. Benner, V.P./Trust Officer
Nielsen & O'Donnell THE FIRST NATIONAL BANK OF MIFFLINTOWN
15 South Wayne Street OR 2 Main Street
Lewistown, PA 17044 Mifflintown, PA 17059
(717) 248-3911 (717) 436-2144
SUMMARY OF ACCOUNT
Pa�e
Statement of Proposed Distribution 8
I. PRINCIPAL ACCOUNT
A. Receipts 2 $203,557.94
B. Disbursements 2-4
Debts of Decedent 2-3 $14,468.07
Fees and Expenses 3 15,889.00
Taxes 3 7,468.53
Funeral Expenses 3 344.75
Administration Expenses 3-4 2,157.05 (40,327.40)
Principal Balance on Hand $ 163,230.54
II. INCOME ACC�UNT
A. Receipts 5 137.41
B. Disbursements 5 (2.38�
Income Balance $ 135.03
Account Balance $ 163,365.57
III. ASSETS ON HAND 5-6 $ 176,754.57
Adjustment for Reserves 12 ($13,389.00)
Balance for Distribution $ 163,365.57
IV. INFORMATION ACCOUNT 6-7
Verification of Accountant 9
1
I. PRINCIPAL ACCOUNT
A. Receipts
01/08/13 195,492.3 5 units of Federated Government Obligations Fund
IS Principal at $1.00 per unit. $195,492.35
O 1/22/13 Highmark—premium refund. 109.20
Ol/31/13 Dividends from Federated Government Obligations Fund IS
Principal accrued to date of death. .44
02/OS/13 Public School Employees Retirement Systein—retirement benefits
for December 2012 and January 2013. 1,083.20
04/04/13 Checking Account #1000707 at First National Bank of Pennsylvania. 6,872.75
TOTAL PRINCIPAL RECEIPTS $203,557.94
B. Disbursements
Debts of Decedent
O1/10/13 The First National Bank of Mifflintown $ 122.18
- final power of attorney fee
O 1/11/13 Alert Pharmacy Services, Inc. 117.06
— prescription drugs
Ol/11/13 Messiah Lifeways at Messiah Village 9,597.40
- nursing home room and board
Ol/24/13 Messiah Lifeways at Messiah Village 3,782.74
- nursing home room and board
02/OS/13 Public School Employees Retirement 848.69 $ 14,468.07
System—reimbursement for retirement
benefits not entitled to after date of death
2
<
Fees and Commissions
06/20/13 Nielsen & O'Donnell $3,500.00
- on account of attorneys fees
Nielsen & O'Donnell—reserve for 3,695.00
balance of attorneys fees
The First National Bank of Mifflintown 8,694.00 15,889.00
— reserve for personal representative's
commission
Taxes
03/OS/13 Register of Wills, Agent—payment on 7,000.00
account of inheritance tax
OS/O1/13 Register of Wills, Agent—payment due
on inheritance tax 468.53 7,468.53
Funeral Expenses
O 1/22/13 Diana Smeltzer—reimbursement for costs 150.00
advanced for memorial service
Ol/25/13 Heller-Hoenstine Funeral Homes, Inc. 194.75 344.75
- balance due for funeral expense
Administration Expenses
Ol/15/13 Nielsen & O'Donnell—reimbursement for 393.50
costs advanced to probate Will and have
short certificates issued
02/OS/13 Nielsen & O'Donnell—reimbursement for
publication of Estate Notice in The Sentinel 210.78
02/07/13 Nielsen & O'Donnell—reimbursement for 75.00
advertisement of Estate Notice in Cumberland
Law Journal
3
04/11/13 Nielsen & O'Donnell—reimbursement for 5.00
short certificate
04/16/13 H & R Block—preparation of 2012 individual 139.00
income tax returns
06/20/13 Nielsen & O'Donnell—reimbursement for 18.77
photocopying and postage expenses
Glenda Farner Strasbaugh, Clerk of Orphans' 315.00
Court— fee for filing Account
Reserve for additional expenses of 1,000.00 2,157.05
administration
TOTAL PRINCIPAL DISBURSEMENTS $40,327.40
4
II. INCOME ACCOUNT
A. Receipts
01/31/13 Dividends from Harold & Ruth Smeltzer 1.06
Power of Attorney Account
02/04/13 to Dividends from Federated Government 4.93
07/02/13 Obligations Fund IS Principal
04/04/13 Interest on First National Bank of .16
Pennsylvania Checking Account
#1000707
04/30/13 January dividends from Harold & Ruth .37
Smeltzer Power of Attorney Account
OS/03/13 to Interest on First National Bank of 130.89
07/03/13 Mifflintown $150,000 certificate of deposit
TOTAL INCOME RECEIPTS $ 137.41
B. Disbursements
03/11/13 to The First National Bank of Mifflintown - 2.38
06/10/13 Trust Department fees
TOTAL INCOME DISBURSEMENTS $ 2.38
III. ASSETS ON HAND
6,619.54 units of Federated Government Obligations Fund IS Principal $ 6,619.54
at $1.00 per unit
135.03 Federated Government Obligations Fund IS Income 135.03
$170,000.00 First National Bank of Mifflintown's Certificate of Deposit at 170,000.00
June 8, 2014
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TOTAL ASSETS ON HAND $176,754.57
Adjustment for Reserves (see pp. 3 and 4) �13,389.00)
ADJUSTED ASSETS ON HAND $163,365.57
IV. INFORMATION ACCOLJNT
Federated Government Obligations Fund IS Principal
Units received $195,492.35
Units purchased 157,216.90
Units redeemed �345,459.71)
Units held $ 6,619.54
Federated Government Obligations Fund IS Income
Units purchased $ 138.91
Units redeemed 3.88)
Units held $ 13 5.03
$150,000.00 First National Bank of Mifflintown Certificate of Deposit
at 0.35% due 07/03/13
04/03/13 Units purchased $150,000.00
07/03/13 Redeemed �150,000.00�
Held 0.00
6
$170,000.00 First National Bank of Mifflintown Certificate of Deposit
at 0.25% due 06/08/14
07/08/13 Units purchased $170,000.00 :
Redeemed 0.00
Held $170,000.00
Respectfully submitted,
THE FIRST NATIONAL BANK
OF MIFF INTOWN
,
By
erly . enner
Vice resi ent Trust Officer
DATE: July�, 2013
7
.
STATEMENT OF PROPOSED DISTRIBUTION
The Accountant proposes to distribute the Balance for Distribution in accordance with ITEM IV
of the Last Will and Testament of RUTH E. SMELTZER, a/k/a RUTH B. SMELTZER, deceased,
dated June , 2008, as follows:
Balance for Distribution $163,365.57
Distributive shares to Beneficiaries:l
Suzanne S. Adams — 1/3ra share 54,455.19
Barbara J. Smeltzer— 1/3rd share 54,455.19
Diana R. Smeltzer— 1/3rd share 54,455.19
: TOTAL DISTRIBUTIONS $163,365.57
1 Each beneficiary will also receive the beneficiary's one-third(1/3`d)share of any unused portion of the Reserve(see page 4)and
of net income earned after July 10,2013. These distributions will be made when the Accountant is satisfied that the Estate will
have no further expenses or contingencies.
g
VERIFICATION
STATE OF PENNSYLVANIA :
: ss:
COUNTY OF MIFFLIN :
KIMBERLY A. BENNER, Vice President/Trust Officer for THE FIRST
NATIONAL BANK OF MIFFLINTOWN, Executor of the Will of RUTH E. SMELTZER, a/k/a
RUTH B. SMELTZER, deceased, hereby declares under oath that the Executor has fully and
faithfully discharged the duties of its 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 her 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 advertisement thereof have occurred more
than four(4) months before the filing of the foregoing First and Final Account.
This statement is made subject to penalties of 18 Pa.C.S.A. §4904 relating to
unsworn falsification to authorities.
BE Y A BENNER
Vice res' ent/ rust Officer
The First Na ' nal Bank of Mifflintown
Dated: July�, 2013
9