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Home My WebLink About08-01-13 �3�f�, i� I�.�� r., � t`� :� � DECEDENT'S ESTATE ��6 � � _ F:�p 4� r�, r� ..:, �;� -:`3 _, . ...�., ..... . p,...x i �� ;;�R � i � � _ c,� - '� :.:,, ... COURT OF COMMON PLEAS OF M � :�"�f �r � � � CUMBERLAND COUNTY, PENNSYLVANIA ; ' ' � �' � ' ORPHANS' COURT DIVISION ; ��' . � y=.� _ - � `� ESTATE OF Conrad F. Pearson , DECEASED No. 21 12 0730 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: Z00 North Hanover Street Carlisle, PA 17013 Telephone: 717-243-5551 Fax: (717) 243-5063 E-mail: bgriffie@griffielaw.com Form OC-01 Rev.10-13-2006 Copyright(c)2006 fortn software only The Lackner Group,Inc. P898'I Of'I O � ,.� �. y� � ��'� � , ,,. �„ . ,.,. � �"�. Estate of Conrad F. Pearson , Deceased 1. Name(s) and address(es) of Petitioner(s): "ame: Kathryn S. Pearson Add.�ss: 153 Dogwood Lane Newville, PA 17241 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 05/24/2012 � Letters Testamentary or ❑ Letters of Administration were granted to Petitioner(s) on 07/03/2012 Date of Will (if applicable): 06/08/2005 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: 06/09/2012 06/16/2012 06/23/2012 06/22/2012 06/29/2012 07/06/2012 Form OC-01 Rev.10-13-2006 Copyright(c)2006 form software only The Lackner Group,Inc. P89e 2 Of 1 O . ,�,. . . .. £ �'`� s�„„ �g�;��..�'�� ° . ... . ., Estate of Conrad F. Pearson , 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 Sandra Panousos(In Trust) Daughter 50% c/o Mario Panousos PO Box 892 Oceanside, CA 92049 Kathryn S. Pearson Wife 50% 153 Dogwood Lane Newville, PA 17241 Form OC-01 Rev.10-13-2006 Copyright(c)2006 form software only The Lackner Group,Inc. P89@ 4 Of'I O �. . � .. . �' � ...� m � �;�.� ,4$�� Estate of Conrad F. Pearson , 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. C. State why a Petition for Guardian/Trustee Ad Litem has or has not been filed for this Audit(�ee 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 Copyrighi(c)2006 form software only The Lackner Group,Inc. P892 5 Of'I O �'�` � , � � ��2�� "�;; Estate of Conrad F. Pearson , 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 Distnbutee(s) Amount Proportion Sandra Panousos 50% Kathryn S. Pearson 50% B. Principal: Proposed Distributee(s) Amount Proportion Sandra Panousos 50% Kathryn S. Pearson 50% Submitted By: (All petitioners must sign. Add additional lines if necessary): �� ame of Peti 'oner: Kathryn S. Pearson Name of Petitioner: Name of Petitioner: Form OGO�Rev.10-13-2006 Copyright(c)2006 form software only The Lackner Group,Inc. � P89@ J Of'I O - - . - - - _ _ _ _ _ __ _. � � W,,. �,o . �. ,,�h-��, ��.� Estate of Conrad F. Pearson , Deceased Verification of Petitioner (Verification must be by at least one petitioner.) The undersigned hereby verifies" [that n�sne �- is r;r�e of the above-named nameofcorporation 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 nature of P titioner Kathryn S. Pearson Signature of Petitioner 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� oun for Petitioner L Gr' e Form OC-O�Rev.10-13-2006 Copyright(c)2006 form software only The Lackner Group,Inc. P89Q'I O Of'I O - -- -- _ _ _ _ COURT OF COMMON PLEAS OF CUMBERLAND COUNTY ORPHANS'COURT DIVISION IN THE MATTER OF CONRAD F. PEARSON FIRST ACCOUNT OF KATHRYN S. PEARSON, EXECUTRIX UNDER THE WILL OF CONRAD F. PEARSON NUMBER 21-12-0730 NOTICE TO PARTIES IN 1NTEREST Notice is hereby given that the Executrix of the above captioned Estate has filed a First Account and Statement of Proposed Distribution with the Clerk of the Orphans' Court of Cumberland County, Pennsylvania, and the Audit thereon shall be before the Court on the 8�` day of October, 2013, at 9:30 a.m., in Courtroom No. 1, Cumberland County Courthouse, One Courthouse Square, Carlisle, Pennsylvania, 17013. If you have any objection to any transaction or matter involving the Estate, you must file with the Clerk of the Orphans' Court objections thereto in writing prior to Audit, or appear in person or by legal counsel and present your objections to the Court at Audit. If you fail to present objections, the Court may assume you have no objection to the Account and Statement of Proposed Distribution. You are not required to appear if you have no objections. A copy of the Account and Statement of Proposed Distribution is attached hereto; and if not attached, it is available for your examination at the Register of Wills Office, Cumberland County Courthouse. Respectfully submitted, DATE: 7�3/ �/ 3 �� Br 1 nf , squire orn for Petitioner Supreme Court ID No. 34349 200 North Hanover Street Carlisle, PA 17013 (717) 243-5551 (800) 347-5552 NOTICE PROVIDED TO: Sandra Panousos c/o Mario Panousos PO Box 892 Oceanside, CA 92049 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): Tune 9,16 &23, 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 are true. Sworn to d su cribed before me this '�- ZD I Z . � Notary Public My commission expires: NOTARIAL SE4L BAMBI ANN HECKENDORN Notary Public CARLISLE BOROUGH,CUh16ERLAND CNTY i�ly Commission Expires Jan 2;,2014 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 afaresaid, 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 Cuxnberland Law Journal on the following dates, viz: June 22, June 29, and July 6, 2012 AfFiant further d�poses that he is authorized to veri�y 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. d��L�— --- is arie Coyne, Edi r SWORN TO AND SUBSCRIBED before me this 6 of Jul. ,� f ' Notary Pearaon,Coarad F.,dec'd. Late of West Pennsboro Township. Executrix:Kathryn S.Pearson c/o Bradley L. Griffie,Esquire,Griffie &Associates,200 North Hanover Street, Carlisle, PA 17013, (717) �� 243-5551, (SOO)347-5552. NOTARIAL SEAL Attorneys: Bradley L. (3riffie, Es- DEBORAH A COLLINS quire, Griffie&Associates. Notary PublfC CARLISLE BOROUGH,CUMBERLANO COUNTY My Commfssfon Expires Apr 28,2014 �y�� I� �`�� In:fihe Court of Common Pleas of Cumberland County, Penns_yi�ania Orphans' Cour.t.pivision File'No. 21 "12 0730 Estate of Conrad"F. Pearson,.Deceased �:� __ �_, 4.; .--,� Late of Township of West Pennsboro E .. �' [' .':: ��.� .� � i ._., f---' .,:�.+ .. First and�Final Account � : <�: ��:> ��.� �_, � --�� ..,., .,5 : . . � .�.,r ...,_J ,�.. ,....., y��S w „ rl� y"`'t _,1 �..}� r r�� Kathryn�S. Pearson, Executrix ` � � �"' Date of Death: �OS/2412Q12 Date of Incapacity, if any: 'None Date of.Executrix's-Appointment: 07/03/2012 Date of First Compfete Advertisement: 07/06/2012 Accounting�for the periocl: 07103/2012 �to 07l31/2013 Purpose of Account: �Kathryn S. Pearson,:Executrix, 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: Bradley L Griffie Griffie 8�Associates,�P.C. 200�North Hanover Street Carlisle, PA �17013 717-243-5551 Supreme Court l.D. No.34349 Distribution Amount is $310,049.14 Gross Value of �state is $348,61�.58 � SUMMARY C3F ACCOUNT Estate of Conrad F. Pearson, Deceased �yr th� n+�riad af MaTv,3e#� O��y�h 1�,iv 3�1. 20't3 �� RRINCIPAL Receipts: This Ac�ount A 348,616.58 Net Gain (or Lass)on Sales Q.�p or�ther=Disposit�ons . 348,616.58 Less Disbursements: � Debts of Decedent �4,933.92 Funeral Expenses �95;931.32 Administration Expenses 8�� Federa[, State 8��ocal Taxes 7;113.6s Commissians q.00 �ees �,000.00 �amily Exemption 3;500.00 38,567.44 Balance:Before Distributions 310,049:14 Transfer ta{frorri}Principal T�' 0.00 Distributions to Beneficiaries �'�Q Principal Balance on Hand pBOH 310,049.14 For lnformatiart: _°Inv�stm�rtts'M��de Changes in Holdings � 11�� Receipts This Accaunt Q,00 Net Gain (or Loss)an Sales 0.00 or Other Dispositions 0.00 Less Disbursements o.qU Balance Before Distributions ��Q ?ransfer to (fram) Income �� '�a Distributions to Beneficiaries o.00 Incame Balance on Hand O:�q For Informatian: Investments Made Changes in Holdings CClNIBINED BA�ANCE ON HAP{D CBOH �'��'��4 Signature Verifica#ian SCHEDULE A RECEIPTS OF PRINCIPAL Assets Listed in Inventory Fiduciary (Valued as of Date of Death) Acquisition Ualue Cash Pentagon Federal Credit Union -Account No. 63.26 XXXX19-01-9 (See attached statement) Total Cash 63.26 Stocks/Listed Berkshire Income Realty, Inc. -(57 Shares at 1,582.32 27.76/share) (See attached statementj Southwest Securities-Account#583766525 346.971.00 (See attached statement) Total Stocks/Listed 348,553.32 Total"Receipts sas,s�s.ss Total Receipts of Principal 3as,616.58 A=1 SCHEDULE C DISBURSEMENTS OF PRINCIPAL Debts of�Decedent G�mberland Goodwill Fire Resc�e EMS (Amb�lancel 05/24/2012 103.10 103.10 Dell Financial Services. LLC 05/24/2012 2,065:74 :2,065.Z4 GE Ca iq tai (Lowe's► 05/24/2012 1,167.31 1;167.31 Green Ridqe Vilfaae 05/24/2012 '1;153.20 1,153:20 PentagQn Federal Credit Union VISA 05l24/2012 Account No.XXXX-XXXX-XXXX-4546 247.68 247.68 USAA Savings Bank VISA OSf24/2012 Account No.XXXX-XXXX-XXXX-6216 196.89 196.89 Total Debts of Decedent 4,933.92 Funeral Ex ep nses C=1 SCHEDULE C DISBURSEMENTS OF PRINCIPAL Continued Donation to Musicians 05I24/2012 250.00 250.00 Donation to Priest � 05/24/2012 300.00 300.00 Eaaer Funeral Home. Inc. 05/24/2012 9,608.20 9,608.20 Flowers for Funeral 05l24/2012 60.00 60.00 Meal after service (Wake► 05/24/2012 4,913:12 4,913.12 Total Funeral Exnenses 15,131:32 Administration Ex en nses Cumberland Law Journal (Ad► 05/24/2012 75.00 75.00 Probate Fees 05/2412012 624.00 C-2 SCHEDULE C DISBURSEMENTS OF PRINCIPAL Continued 624.00 The Sentinel (Ad► 05/24/2012 189.54 189.54 Total Miscellaneous Administrative Ex�enses 888.54 Federal. State, and Local Taxes PA Inheritance Tax 05/13/2013 7,113.66 7,113.66 Total�Taxes 7,113.66 Fees `G�iffie'&Associates 05/24/2012 "7.000.00 7,000.00 Totai Fees 7,000.00 'Family Exem tp ion Family Exem tion 05l24/2012 3,500.00 3,500.00 C-3 SCHEDU�E C DISBURSEMENTS OF PRINCIPAL Continued ?otal Familv Exemntion 3.500.00 70TAL DISBURSEMENTS OF PRINCIPAL 38.567•'14 C-4 COMBINED BALANCE ON HAND Current Value Fiducia,ry 07/31/2013 Acquisition #Units Description or as Noted Value ,Gasl� Orrstown Bank Disbursements -38,567.44 -38,567.44 Total Cash -38,567.44 -38,567.44 ACC _ C Berkshire Income Realty, Inc. 1,582.32 Pentagon Federal Credit Union 63.26 Southwest Securities 346,971.00 Total Assets 348,616.58 ' -38.567.44 310,049.14 CBOH-1 PROPDSED DISTRIBUTIONS TO BENEFICIARIES Current Value Fiduciary 07/31/2013 Acquisition or as noted Value TO: Kathryn S. Pearson- 158,581.40 153 Dogwood Lane Newville, PA 17241 Sandra Panousos- 151,467.74 1141 Morning View Drive Escondido, CA 92026 310,049.14 Total 310,049.14 PD-1 In the Court of Common Pleas of Cumberland County, "Pennsylvania Orphans' C.ourt Division File No. 21 �12 0730 Estate of Conrad F. Pearson Deceased Signature � athryn S. P arson, 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. ra iffie squire