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Home My WebLink About07-26-13 E"� .__. �„s � c.�.;� -�"�� e-g C ,,�.ti �Q� � _ i � - c_ --, ~ � : ' �.—_ :�� °� f•I __. ' � �.F�. � � T ... ,..� �`� . t'-- ° • r� �"K, �; ° C'" � DECEDENT'S ESTATE � `� - � �- �- � .- �— � � a —t-. -..,... C.,.y ` ��i . J COURT OF COMMON PLEAS OF � � � ;y- `t� �; CUMBERLAND COUNTY, PENNS�YLVANIA =..� ORPHANS' COURT DIVISION ESTATE OF RUTH E. EVINGER , DECEASED No. 21-12-0906 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. INCL UDE ATTACHMENTS AT THE BACK OF THIS FORM. Name of Counsel: James D. Bogar,Esquire Supreme Court I.D.No.: 19475 Name of Law Firm: James D. Bogar Law Offices Address: One West Main Street, Shiremanstown, PA 17011 Telephone: �17-737-8761 Fax: 717-727-2086 Form OC-Ol rev. 10.13.06 Page 1 of 10 ��J Estate of RUTH E. EVINGER ,Deceased 1. Name(s) and address(es) of Petitioner(s): Name: James D.Bogar,Executor AddreSS: One West Main Street Shiremanstown,PA 17011 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 August 3, 2012 � Letters Testamentary or �Letters of Administration were granted to Petitioner(s) on Au�ust 17. 2012 : Date of Will (f applicable): January 29, 2010 Date(s)of Codicil(s) (if 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: Cumberland Law Journal 8/24/12, 8/31/12 & 9/7/12; The Sentinel 1/12/13, 1/19/13 & 1/26/13 Form OC-Ol rev.10.13.06 Page 2 of 10 Estate of RUTH E. EVINGER ,Deceased 3. Was decedent survived by a spouse? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . �Yes �No If yes, name of the surviving spouse: 4. Has the surviving spouse filed to take an elective share? . . . . . . . . . . . . . �Yes �No (See Section 2201 et s�. 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 (f none, so state): 6. Did decedent marry after execution of Will or Codicil(s)? . . . . . . . . . . . �Yes � No Were any children born to decedent after execution of Will or Codicil(s)? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . �Yes � No If yes, give names and dates of birth: Name: Date of Birth: 7. If required by the Medical Assistance Esta.te 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-Ol rev.10.13.06 Page 3 of 10 Estate of RUTH E. EVINGER ,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 Party in Interest I Relationship and Comments,if any I Interest Please see attached list. Form OC-Ol rev.10.13.06 Page 4 of 10 Estate of RUTH E. EVINGER ,Deceased Name and Address of Each Party in Interest I Relationship and Comments,if any I 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. N/A 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). N/A 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. N/A Form OC-01 rev.10.13.06 Page 5 of 10 Estate of RUTH E. EVINGER , 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? None �Yes �Yes �No �No DYes �Yes �No �No �Yes �Yes �No 0 No �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? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . �Yes �No Was family exemption allowed? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . �Yes �No Family exemption claimant's name and relationship: Name: Relationship: Form OC-Ol rev.10.13.06 Page 6 of 10 Estate of RUTH E. EVINGER ,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 10/11/12 50,000.00 10/25/12 218,850.00 * *Refund in the amount of 18,021.36 Received 7/23/13 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: Naene 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.10.13.06 Page 7 of 10 Estate of RUTH E. EVINGER ,Deceased 16. Had the decedent been adjudicated an incapacitated person? . . . . . . . . . . � Yes �No If yes, attach a copy of the Order if available; otherwise state the Court,term,number, date, and name of Hearing Judge. 17. A. List or attach a separate list of additional receipts and disbursements since the closing date of the Account. 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: 3,500.00 Purp°Se: Costs to conclude administration of Estate, including filing of Court Account and Petition for Adjudication,preparation and filing of Fiduciary Income Tax Returns 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? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . DYes �No . . . . . Fo�oc-o� rev.10.13.06 Page 8 of 10 Estate of RUTH E. EVINGER , Deceased Wherefore,your Petitioner(s) ask(s)that distribution be awarded to the parties entitled and suggest(s)that the distributive shares of income and principal (residuary shares being stated in proportions, not amounts)are as follows: A. Income: Proposed Distributee(s) AmountlProportion Please see attached. B. Principal: Proposed Distributee(s) AmountlProportion Please see attached. Submitted By: (All petitioners must sign. Add additional lines if necessary): Nam of Petitio er: ames D. Bogar, Executor Name of Petitioner: Form OC-01 rev. 10.13.06 Page 9 of 10 Estate of RUTH E. EVINGER ,Deceased Verification of Petitioner (Verification must be by at least one petitioner.) The undersigned hereby verifies * �t111t he/she is r�rre of the above-named name of corporation and] that the facts set forth in the foregoing Petition for Adjudication/Statement of Proposed Distribution which are within the personal knowledge of the Petitioner are true, and as to facts based on the information of others,the Petitioner, after diligent inquiry,believes them to be true; and that any false statements herein are made subject to the penalties of 18 Pa. C.S. § 4904 (relating to unsworn falsification to authorities). S' nature of Pe ' io er *Corporate petitioners must complete bracketed information. Certification of Counsel The undersigned counsel hereby certifies that the foregoing Petition for Adjudication/ Statement of Proposed Distribution is a true and accurate reproduction of the form Petition authorized by the Supreme Court, and that no changes to the form have been made beyond the responses herein. � Signature of Coun el or Petitioner Form OGOI rev.10.13.06 Page 10 of 10 Petition for Adjudication (Continued) 9 . A. Name and Address Relationship Interest Louis Bobish Husband of Grandfather' s 1018 Teakwood Lane Niece Clock Enola, PA 17025 Jeanne Bobish Niece Choice of 1018 Teakwood Lane Furniture & Enola, PA 17025 Jewelry Jeanne & Louis Bobish Niece and 350 of Rest, 1018 Teakwood Lane her husband Residue and Enola, PA 17025 Remainder Fay and Robert Bishop Friends Vehicle + 445 E. Siddonsburg Road 35% of Rest, Mechanicsburg, PA 17055 Residue and Remainder Kathe R. Curry Friend $10, 000 . 00 3057 Amherst Way Specific The Villages, FL 32163 Bequest Elizabeth Sager Friend $10, 000 . 00 2 N. lst Street Specific Danville, I11 61832 Bequest Lois McKeon Friend $10, 000 . 00 633 Allen Street Specific New Cumberland, PA 17070 Bequest Margaret J. Dankosky Friend $10, 000 . 00 5225 Wilson Lane, Apt. 3133 Specific Mechanicsburg, PA 17055 Bequest Darla K. Schorr Friend $10, 000 . 00 711 Union School Road Specific Mt. Joy, PA 17552 Bequest Exely J. Heiges Friend $10, 000 . 00 2042 State Road Specific Camp Hill, PA 17011 Bequest Florence O. Kirschbaum Friend $10, 000 . 00 28 Butternut Hill Drive Specific Worcester, MA 01609 Bequest Margaret E. Rissinger Friend $10, 000 . 00 1805 Anna Street Specific New Cumberland, PA 17070 Bequest David R. Rhoads Friend $10, 000 . 00 1171 Shoreham Road Specific Camp Hill, PA 17011 Bequest Marie B. Roth Friend $10, 000 . 00 401 Haldeman Avenue Specific New Cumberland, PA 17070 Bequest Trinity Evangelical Charity 200 of Rest, Lutheran Church Residue and 509 Hummel Avenue Remainder Lemoyne, PA 17043 (Prior to PA Inheritance Taxe s) New Cumberland Library & Charity l00 of Rest, Cultural Foundation Residue and C/o Charles H. Stone, Esquire Remainder Stone, LaFaver & Shekletski (Prior to PA 414 Bridge Street Inheritance New Cumberland, PA 17070 Taxes) Proposed Distributions (Includes Principal and Income) : : Kathe R. Curry $10, 000 . 00 Specific Bequest Elizabeth Sager $10, 000 . 00 Specific Bequest Lois McKeon $10, 000 . 00 Specific Bequest Margaret J. Dankosky $10, 000 . 00 Specific Bequest Darla K. Schorr $10, 000 . 00 Specific Bequest Exely J. Heiges $10, 000 . 00 Specific Bequest Florence O. Kirschbaum $10, 000 . 00 Specific Bequest Margaret E. Rissinger $10, 000 . 00 Specific Bequest David R. Rhoads $10, 000 . 00 Specific Bequest Marie B. Roth $10, 000 . 00 Specific Bequest Trinity Evangelical $500, 997 .47 Lutheran Church New Cumberland Library $250, 498 . 73 And Cultural Foundation Jeanne and Louis Bobish $751, 331 . 27 Faye and Robert Bishop $751, 331 . 27 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 esta.blished 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, V1Z: Au�ust 24,Au�ust 31, and September 7, 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. ,,_ ___— isa Marie Coyn , Editor SWORN TO AND SUBSCRIBED before me this 7 da o�f September, 2012 � Notary L�in�ar,Ruth E.,dec'd. Late of the Borough of New Cum- berland. Executor: James D. Bogar, One West Main Street, Shiremans- NOTAR{AL SEAL town,PA 17011. DEBORAH A COILINS Attorney: James D. Bogar, Es- quire, One West Main Street, Notary Public Shiremanstown,PA 17011. CARUSLE BOROUGH,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 13�, 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): Tanuary 12,19&26,2013 COPY OF NOTICE OF PUBLICATION Y Ts,7'^'�S'� - � ' . x 4._.,�'"��h��'�bt.1iPY��u''�. 4s#� .�� 5 4�� ,��?�K��` � A`�4.:��v < r 3a m:...; ,"� P. '.. : _ . . y. : � , , ... . . ` :��-��"��`�.�c��' ��: '�� ' �� :��:�"�� Affiant further deposes that he/she is not �� interested in the subject matter of the � };��Y.��.��.��y. ��r:� ; aforesaid notice or advertisement,and that ti� : � � �� :��:��t�; all allegations in the foregoing statement as *��: , i � } j� �� `�� .� `��t=�� to time,place and character of publication ::�� ;� ,q��:��"��t��. 3 are true. Sworn to and subscri ed before me this � 2� ZD I3 Notary Public My commission expires: NOTARiAL�E.41. BAMBI ANN HECKENDt�RN Notary Public CARLiSLE BGROUGH, CUMB�RLAND CNTY fJly Commission Expires Jan 27,2014 � z, -�� q I In the Court of Common Pleas of Cumberiand County, Pennsylvania Orpt�ans' Court Division File No. 21-12-0906 Estate af Ruth E. Evinger, Deceased Late of Borough of New Cumberland FIRST AND FINAL ACCOUNT AND STATEMENT OF PROPOSED DISTRIBUTION James D. Bogar, Executor Date of Death: 08/03/2012 Date of Executor's Appointment: 08/17/2012 Date of First Com lete Advertisement: Curnberland Law Journal 8/24/12, 8/31/12&9/7/12 p The Sentinel 1/12/13,1/19/13&1/26/13 Accounting for the period: 08/03/2012 to 07/25/2013 Purpose of Account: James D. Bogar, 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: James D. Bogar Bogar& Hipp Law Offices One West Main Street s�; � � �-. PROp06� D�:�'T�T�: �., �-„ �- Shiremanstown, PA 17011 �.� _ t=� � ' _ .._. "`.. `.Y (717)737-8761 ° -� �.t_ � �=� ! �v� $2,354,158.73 <,:� `�`-- , �� Supreme Court I.D. No. 19475 . �-``4��.�.i ��y r� �r ~f� � +�.,.i : � :`Y.� � � .,_ � �''.., C;'; i :�..:. � C� ��, '7r . � d C3.! w4.� �� ,�j :°� �" .-�-�. � - G.� h SUMMARY OF ACCOUNT Estate of Ruth E. Evinger, Deceased For the �eriod of Auaust 3� 2012 throuflh Jul�� 2013 Fiduciary Current Acquisition PAGES Value Value Proposed Distributions to Beneficiaries 16 2,354,158.73 PRINCIPAL Receipts: This Account 1-4 2,770,687.99 Net Gain (or Loss)on Sales �or Other Dispositions 5-6 5,291.09 2,775,979.08 Less Disbursements: Debts of Decedent 0.00 Funeral Expenses 7 2,566.99 Administration Expenses 7-9 30,100.57 Federal,State�Local Taxes 9 268,850.00 Commissions o.00 Fees 9 125,000.00 Family Exemption 0.00 426,517.56 Balance Before Distributions 2,349,461.52 Transfer to(from) Principal 0.00 Distributions to Beneficiaries �p 8,260.00 Principal Balance on Hand 2,341,201.52 For Information: Investments Made Changes in Holdings INCOME Receipts This Account 11-15 12,957.21 Net Gain (or Loss)on Sales 0.00 or Other Dispositions 12,957.21 Less Disbursements 0.00 Balance Before Distributions 12,957.21 Transfer to(from) Income 0.00 Distributions to Beneficiaries 0.00 Income Balance on Hand 12,957.21 For Information: Investments Made Changes in Holdings COMBINED BALANCE ON HAND 2,354,158.73 SCHEDULE A RECEIPTS OF PRINCIPAL Assets Listed in Inventory Fiduciary (Valued as of Date of Death) Acquisition Value Cash Citizen's Bank-CD#6140728029. Date of death 25,018.82 balance$25,000.00;accrued interest$18.82 Dreyfus Muni Bond PA Fund-distribution check. 159.59 This check dated 7/31/12 was in the possession of the Decedent at the time of her passing,but was not deposited. Fulton Bank-CD#052-0224793. Date of death 38,502.64 balance$38,500.00;accrued interest$2.64 Fulton Bank-CD#052-0224797. Date of death 54,503.73 balance$54,500.00;accrued interest$4.73 Fulton Bank-CD#052-02224801. Date of death 40,002.74 balance$40,000.00;accrued interest$2.74 M�T Bank-Checking Account No.9852321711. Date 25.02 of death balance$25.02;accrued interest$0.00 M&T Bank-Savings Account No. 15004222179168. 30,303.04 Date of death balance$30,300.88;accrued interest $2.16 M8�T Bank-CD#31003913918181. Date of death 25,004.28 balance$25,000.00;accrued interest$4.28 M8�T Bank-CD#31003913918826. Date of death 55,003.17 balance$55,000.00;accrued interest$3.17 MetLife-Annuity Contract No.A2073198. 302.036.53 Metro Bank-Savings Account No.626041032. Date 320,796.60 of death balance$320,796.60 Metro Bank-CD#120000550. Date of death balance 40,000.00 $40,000.00. PNC Bank-CD#31500212116;date of death balance 50,000.00 $50,000.00 PNC Bank-CD#31200257684. Date of death balance 40,000.00 $40,000.00 PNC Bank-CD#31700289885. Date of death balance 45,360.89 $45,360.89 PNC Bank-CD#31100314173. Date of death balance 33,635.27 $33,635.27 PNC Bank-CD#31700330046. Date of death balance 78,083.75 $78,083.75 PNC Bank-Checking Account No.5140161693. Date 184,960.04 of death balance 184,960.04 - 1 - SCHEDULE A � RECEIPTS OF PRINCIPAL Continued Fiduciary Acquisition Value Sovereign Bank-CD#1685265082. Date of death 65,008.44 balance$65,000.00;accrued interest$8.44 Sovereign Bank-CD#1685410969. Date of death 50,002.88 balance$50,000.00;accrued interest$2.88 Sovereign Bank-2 CD Interest checks dated 7/31/12- 58.49 the Decedent had these checks in her possession at the time of her death,but had not yet deposited them. TD Ameritrade -Account No.757617023. 678,905.87 Wells Fargo-CD#X�C�CXXX0447. Date of death 30,010.88 balance$30,001.35;accrued interest$9.53 Wells Fargo-CD Interest. This check was dated 10.19 6/8I12 but was not deposited by the Decedent. Western National Life Insurance Company-Annuity 57,216.09 No.BX202902. Citizen's Bank-Retirement Services check in client's 62.70 possession prior to her death, but not deposited. Dreyfus Muni Bond PA Fund-distribution check 151.07 Social Security-direct deposit into personal 1,195.00 checking account US Treasury-Civil Service Pension payment 1,576.58 deposited into personal checking account US Treasury-Civil Service Pension payment 122.00 deposited into personal checking account PNC Bank-refund from close of safe deposit box 37.50 US Treasury-Civil Service Pension payment 1,576.58 deposited into personal checking account US Treasury-Civil Service Pension payment 122.00 deposited into personal checking account PNC Bank-charge off credit 0.01 Nationwide Insurance -car insurance refund 106.80 Homesale Settlement Services-prorations for taxes, 1.353.39 assessments and trash paid at settlement Nationwide Insurance-Refund 19.00 Federal Employees Group Life Insurance -claim 3,755.29 proceeds UGI-Refund 144.83 PA American Water-Refund 56.07 U.S.Treasury-lump sum pension payment 0.78 _ 2 _ SCHEDULE A . RECEIPTS OF PRINCIPAL Continued Fiduciary Acquisition Value Commonwealth of Pennsylvania-Refund of 18,021.36 overpayment of PA Inheritance Taxes � Total Cash 2,272,909.91 Personal Pro e�rtr 1995 Pontiac Bonneville-per appraisal 3,100.00 Personal Property-per appraisal 5,160.00 Personal Property-sold at auction 9,699.00 Total Personal Property 17,959.00 Stocks/Listed 7,289.45200 shares Aberdeen Stock 78,798.98 55.00000 shares Century Link(Qwest)Stock-The decedent 2,307.80 held 333 Certificate Shares of Qwest Stock as of the date of her passing. Qwest was bought out by Century Link. The 333 shares of Qwest were converted to 55 shares of Century Link. The date of death value listed is for 55 shares of Century Link. 3,091.55800 shares Dreyfus -Account No.0058-xxxx7357. 52,061.84 159.00000 shares Frontier Communications Corporation Stock 702.78 34.00000 shares LSI Corporation Stock 242.76 950.00000 shares PNC Financial Services Group, Inc.Stock 56,829.00 10,362.38200 shares Pyxis Government Securities Fund CI A 92,432.45 1,037.00000 shares Vanguard Windsor Fund Stock 14,549.11 664.00000 shares Verizon Communications,Inc.Stock 29,707.36 Total Stocks/Listed 327,632.08 Rea I Estate Real Estate-All that certain piece or parcel of real 152.187.00 estate having thereon erected a dwelling house being known and numbered as 1802 Anna Street, New Cumberland, Pennsylvania 17070. The sale price of the real estate was$152,187.00. Total Real Estate 152,187.00 Total Receipts 2,77o,ss7.ss _ 3 _ SCHEDULE A RECEIPTS OF PRINCIPAL Continued Fiduciary � Acquisition . Value Total Receipts of Principal 2,77o,ss7.9s -4 - SCHEDULE B GAINS AND LOSSES ON SALES OR OTHER DISPOSITIONS - PRINCIPAL Sz�i.n �oss 08/04/2012 Aberdeen Stock Net Proceeds 78,974.21 Fiduciary Acquisition Value -78,798.98 175.23 08/04/2012 TD Ameritrade -Account No.757617023. Net Proceeds 680,873.98 Fiduciary Acquisition Value -67g,gp5.87 1,968.11 09/11/2012 Dreyfus -Account No.0058-xxxx7357. Net Proceeds 52,050.59 Fiduciary Acquisition Value -52,061.84 -11.25 09/11/2012 Pyxis Government Securities Fund CI A Net Proceeds 92,950.57 Fiduciary Acquisition Value -92,432.45 518.12 10/09/2012 Western National Life Insurance Company-Annuity No.BX202902. Net Proceeds 57.490.12 Fiduciary Acquisition Value -57,216.09 274.03 10/18/2012 , Vanguard Windsor Fund Stock Net Proceeds 15,357.97 Fiduciary Acquisition Value -14,549.11 808.86 10/30/2012 PNC Financial Services Group,Inc.Stock Net Proceeds 55,626.50 Fiduciary Acquisition Value -56,829.00 -1,202.50 _ 5 _ SCHEDULE B GAINS AND LOSSES ON SALES OR OTHER DISPOSITIONS - PRINCIPAL Continued S�i.o l.� 10/30/2012 Verizon Communications, Inc.Stock Net Proceeds 29,501.03 Fiduciary Acquisition Value -29,707.36 -206.33 12/18/2012 MetLife-Annuity Contract No.A2073198. Net Proceeds 305,208.39 Fiduciary Acquisition Value -302,036.53 3,171.86 01/15/2013 Century Link(Qwest)Stock Net Proceeds 2,154.20 Fiduciary Acquisition Value -2,307.80 -153.60 01/15/2013 Frontier Communications Corporation Stock Net Proceeds 659.17 Fiduciary Acquisition Value _7p2.7g -43.61 01/15/2013 LSI Corporation Stock Net Proceeds 234.93 Fiduciary Acquisition Value -242.76 '7•$3 TOTAL GAINS AND LOSSES/PRINCIPAL 6,916.21 LESS LOS$ -1,625.12 NET GAIN OR LOSS 5,291.09 - 6 - SCHEDULE C DISBURSEMENTS OF PRINCIPAL Funeral Exoe� 08/22/2012 Rolling Green Cemetery 285.00 08/22/2012 Trinity Lutheran Church-funeral luncheon 296.47 03/11/2013 Musselman's Funeral Home-balance of funeral bill 1,985.52 Total Funeral Exoenses 2,566.99 Administration Ex ep nses 08/14/2012 Verizon-direct payment from personal checking 36.31 account 08/17/2012 Cumberland Law Journal-Executor's Notice 75.00 08/17/2012 Register of Wills-probate fee 1,483.50 08/17/2012 Sovereign Bank-fee to obtain date of death valuation 20.00 08/21/2012 UGI-direct payment from personal checking account 87.00 08/22/2012 Fay Bishop-home care services 80.00 08/22/2012 Richard S.Simpson,CPA-accountant's fees 1.071.90 08/22/2012 Robin Gasperetti,Tax Collector-2012 Per Capita Tax 9.80 08/22/2012 Robin Gasperetti,Tax Collector-2012 Real Estate 1,642.48 Taxes 08/23/2012 Duty's Lock Safe Security-fee to change locks at 103.50 1802 Anna Street, New Cumberland, PA 08/24/2012 PPL-direct payment from personal checking account 125.87 b8/27/2012 Comcast-direct payment from personal account 74.83 08/28/2012 U.S.Postal Service-certifed mail to PNC and Dept. 11.50 of Revenue 08/29/2012 PA American Water-direct payment from personal 40.61 checking account 09/04/2012 New Cumberland Borough-sewer and trash bill 121.00 09/04/2012 PA Dept.of Revenue-2011 taxes 28.12 09/04/2012 West Shore EMS 117.38 09/11/2012 PPL 124.31 09/11/2012 Verizon 34.79 09/19/2012 Metro Bank-stop payment fee 12.00 09/28/2012 Metro Bank-stop payment fee 12.00 _ 7 _ SCHEDULE C DISBURSEMENTS OF PRINCIPAL Continued 10/02/2012 Shane K.Bouder-trash removal 750.00 10/02/2012 Social Security-reclamation of Social Security 1,195.00 payment 10/04/2012 UGI 175.09 10/09/2012 PA American Water 55.11 10/09/2012 Verizon 25.55 10/09/2012 William G.Rowe-auctioneer's commission and fees 3,459.65 for sale of personal property 10/11/2012 PA American Water $$•$� 10/11/2012 PPL 70.35 10/11/2012 U.S.Postal Service-certified mail to Vanguard and 12.55 Register of Wills 10/12/2012 U.S. Postal Service-certified mail to Computershare 13.00 10/18/2012 Comcast 263.41 10/25/2012 Homesale Settlement Services-tax certification fee 10.00 10/25/2012 Homesale Settlement Services-notary fee 10.00 10/25/2012 Homesale Settlement Services-sewer credit to buyer 31.00 at real estate settlement 10/25/2012 MC Walker Realty-realtor's commission 4,565.61 10/25/2012 New Cumberland Borough-sewer bill 76.64 10/25/2012 New Cumberland Borough-trash bill 38.60 10/25/2012 Prudential Home Services Group-realtor's 4,565.61 commission 10/25/2012 Recorder of Deeds-Realty Transfer Tax 1,521.87 10/25/2012 US Postal Service-Certified mail to Register of Wills 5.75 forwarding 2nd prepayment 11/01/2012 Louis M.Bobish-Reimbursement for lawncare 60.00 payment to Eric Lyden 11/01/2012 PPL 19.95 12/11/2012 U.S.Treasury-reclamation of pension payment 3,153.16 12/11/2012 U.S.Treasury-reclamation of pension 244.00 12/11/2012 US Postal Service-Certified mail to Computershare 5.75 re LSI Stock 12/11/2012 US Postal Service-Certified mail to Computershare 5.75 re Frontier Communications Stock 12/11/2012 US Postal Service-Certified mail to Computershare 6.40 re Century Link Stock 02/07/2013 The Sentinel-Executor's Notice 147.06 - $ - SCHEDULE C DISBURSEMENTS OF PRINCIPAL Continued T�O BE PAID RESERVES-Costs to conclude administration of 3,500.00 Estate,including filing of Court Accounting and Petition for Adjudication,preparation and filing of Fiduciary Income Tax Returns 04/03/2013 Register of Wills-filing fee for PA Inheritance Tax 30.00 Return and Inventory 04/03/2013 Register of Wills-Additional probate 200.00 05/07/2013 PA Department of Revenue-2012 Personal Income 33.00 Tax payment 05/07/2013 Richard S.Simpson,II,CPA-fee to prepare 2012 450.00 Personal Income Tax Returns Total Miscellaneous Administrative Ex�enses 30.100.67 Federal. State� and Local Taxes 10/11/2012 Register of Wills,Agent-Prepayment of PA 50,000.00 Inheritance Taxes at discount 10/25/2012 Register of Wills,Agent-Prepayment of PA 218,850.00 Inheritance Taxes at discount : Total Taxes 268,850.00_ Fees �O BE PAID James D.Bogar, Esquire-Fees for representation of 125,000.00 Estate � Total Fees 125,000.00_ TOTAL DISBURSEMENTS OF PRINCIPAL 426.517.56 _ g _ SCHEDULE D DISTRIBUTIONS OF PRINCIPAL 10/03/2012 Faye and Robert Bishop-Specific bequest of 1995 3,100.00 Pontiac Bonneville 10/03/2012 Jeanne K. Bobish-Specific bequest of jewelry and 4,510.00 furniture items 10/03/2012 Louis M. Bobish-Specific bequest of grandfather's . 650.00 clock 8,260.00 TOTAL DISTRIBUTIONS TO BENEFICIARIES 8,260.00 - 10 - SCHEDULE G RECEIPTS OF INCOME PNC Financial Services 08/06/2012 PNC Financial Services-Dividend check 380.00 380.00 Aberdeen Stock 09/13/2012 Aberdeen Stock-four(4)reissued dividend checks 878.80 878.80 . Frontier Communications Communi ion 10/11/2012 Frontier Communications Communication-dividend 15.90 15.90 PNC Financial Services Groun 11/06/2012 PNC Financial Services Group-dividend 380.00 380.00 LSI Corooration 11/13/2012 LSI Corporation-Dividend 5.85 5.85 Verizon 11/13/2012 Verizon-dividend 341.96 341.96 Centuqi Link 01/08/2013 Century Link-dividend 296.25 296.25 - 11 - SCHEDULE G RECEIPTS OF INCOME Continued Frontier Communications CorRoration 01/08/2013 Frontier Communications Corporation-dividend 15.90 15.90 TOTAL DIVIDEND INCOME 2,314.66 Interest/Bank M&T Bank 08/07/2012 M8�T Bank-CD Interest check 5.31 5.31 Metro Bank 08/09/2012 Metro Bank-CD Interest check 15.22 15.22 eNC Bank 08/09/2012 PNC Bank-Interest earned in personal checking 1.45 account 1.45 PNC Bank � 08/13/2012 PNC Bank-Interest from CD deposited into personal 3.53 checking account 3.53 Metro Bank 08/17/2012 Metro Bank-CD#120000550. Interest earned in 3.92 account from date of death to closeout. 3.92 - 12 - SCHEDULE G RECEIPTS OF INCOME Continued Fulton Bank 08/24/2012 Fulton Bank-CD Interest 28.24 28.24 M&T Bank 08/26/2012 M8�T Bank-CD Interest 16.35 16.35 Citizen's Bank 08/28/2012 Citizen's Bank-CD Interest 64.80 64.80 M&T Bank 09/06/2012 M&T Bank-CD#31003913918826. Interest earned 17.93 from date of death to closeout. 09/06/2012 M8�T Bank-Savings Account No.15004222179168. 4.98 _ Interest earned from date of death to closeout. 09/06/2012 M8�T Bank-CD#31003913918181. Interest earned 0.68 from date of death to closeout 23.59 PNC Bank 09/11/2012 PNC Bank-CD#31500212116. Interest earned from 4.28 date of death to closeout. 09/11/2012 PNC Bank-CD#31200257684. Interest earned from 2.39 date of death to closeout. 09/11/2012 PNC Bank-CD#31700289885. Interest earned from 5.68 date of death to closeout. 09/11/2012 PNC Bank-CD#31100314173. Interest earned from 4.42 date of death to closeout. 09/11/2012 PNC Bank-CD#31700330046. Interest earned from 5.59 - date of death to closeout. 22.36 - 13 - SCHEDULE G RECEIPTS OF INCOME Continued Wells Farao � 09/11/2012 Wells Fargo-CD#XXXXXXXX0447. Interest earned 5.93 from date of death to closeout. 5.93 Fulton Bank 09/25/2012 Fulton Bank-CD#052-0224793. Interest earned from 6.06 date of death to closeout. 09/25/2012 Fulton Bank-CD#052-0224797. Interest earned from 8.60 date of death to closeout 09/25/2012 Fulton Bank-CD#052-02224801. Interest earned 6.31 from date of death to closeout. 20.97 Citizen's Bank 09/27/2012 Citizen's Bank-CD#6140728029. Interest earned 41.79 from date of death to closeout. 41.79 Sovereign Bank 10/02/2012 Sovereign Bank-CD#1685265082. Interest earned 68.95 from date of death to closing. 10/02/2012 Sovereign Bank-CD#1685410969. Interest earned 23.50 from date of death to closeout. ; 92.45 Metro Bank 06/28/2013 Metro Bank- interest earned in Estate savings 10,271.26 account through 6/28/13 10,271.26 - 14 - SCHEDULE G RECEIPTS OF INCOME Continued Metro Bank 07/15/2013 Metro Bank-interest earned in Estate checking 25.38 account through 7/15/13 25.38 : TOTAL BANK INTEREST 10,642.55 TOTAL RECEIPTS OF INCOME 12,957.21 - 15 - PROPOSED DISTRIBUTIONS TO BENEFICIARIES Current Value Fiduciary 07/25/2013 Acquisition or as noted Value TO: Darla K.Schorr-Specific bequest 10,000.00 David R. Rhoads-Specific bequest 10,000.00 Elizabeth Sager-Specific bequest 10,000.00 Exely J. Heiges-Specific bequest ' 10,000.00 Faye Bishop and Robert Bishop-35%of rest,residue and remainder 751,331.26 Florence O. Kirschbaum-Specific bequest 10,000.00 Jeanne K. Bobish and Louis Bobish-35%of rest, residue and 751,331.27 . remainder � Kathe R.Curry-Specific bequest 10,000.00 Lois McKeon-Specific bequest 10,000.00 Margaret J.Dankosky-Specific bequest 10,000.00 Margaret O. Rissinger-Specific bequest 10,000.00 Marie B.Roth-Specific bequest 10,000.00 New Cumberland Library and Cultural Foundation-10%of rest, 250,498.73 residue and remainder(prior to payment of PA Inheritance Taxes) Trinity Evangelical Lutheran Church-20%of rest, residue and 500,997.47 remainder(prior to payment of PA Inheritance Taxes) 2,354,158.73 Total 2,354,158.73 _ 16 _ In the Court of Common Pleas of Cumberland County, Pennsylvania Orphans' Court Division File No. 21-12-0906 Estate of Ruth E. Evinger, Deceased Verification James D. Bogar, Executor under the Last Will and Testament of Ruth E. Evinger, 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: � ,Z,�p� Jam s D. Bogar, E e utor