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HomeMy WebLinkAbout09-04-13 . . �y�� �. c� �; �, � 2 � rr � � DECEDENT'S ESTATE rn � �., ''.' r;, `� �.r. � �.' --- .. .N; �� v' r: c:; COURT OF COMMON PLEAS OF � � `�' ��, C:7 C.: —=-� CUMBERLAND COUNTY, PENNSYLVANIA:` ` � . � ti.... . _ -F F_.., . ORPHANS' COURT DIVISION -;; �� � �a ` .. v� �:7 ESTATE OF Judy M. Evans , DECEASED No. 21-12-00869 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 DecedenYs 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: Bruce J.Warshawsky Supreme Court I.D. No.: 58799 Name of Law Firm: Cunningham &Chernicoff, P.C. Address: 2320 North Second Street Harrisburg, PA Telephone: 717/238-6570 Fax: 717-238-4809 E-mail: bjw@cclawpc.com Form OC-O'I Rev.10-13-2006 Copyright(c)2006 form software only The Lackner Group,Inc. P896 1 Of 1 O � ��. � ����.", . ; �, ��� , ,"�v "- �� (r ���� ����'� � u�,�,u�,,, Estate of Judy M. Evans , Deceased 1. Name(s) and address(es) of Petitioner(s): "ame: Michele Kennedy Address: 'Z4,O W. Dauphin St. Enola, PA 17025 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 06/27/2012 � Letters Testamentary or � Letters of Administration were granted to Petitioner(s) on 08/09/2012 Date of Will (if applicable): 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 � rvo Dates of advertising of the grant of Letters: 08/17/2012 08/24/2012 08/31/2012 08/24/2012 08/31/2012 09/07/2012 Form OC-O�Rev.10-13-2006 Copyright(c)2006 form software only The Lackner Group,Inc. P89@ 2 Of'I O ���..� �� ��,j p �� k , i��.'-,c ���,e'�*,u°��,a§r ��d'�+ �,�, 4�"i G dI a,��a r ti Estate of Judy M. Evans , Deceased 3. Was decedent survived by a spouse?....................................................................... � Yes ❑ No If yes, name of the surviving spouse: Haydn T Evans 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 decedenYs surviving children or surviving issue of deceased children (if none, so state): Michele Kennedy Shawn Kennedy Brian Kerrigan 6. Did the decedent marry after execution of Will or Codicil(s)?.............................................. � Yes � ►vo Were any children born to decedent after execution of Wilior 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 Copyrighl(c)2006 form software only The Lackner Group,Inc. P89@ 3 Of 1 O 3:,,��a��•' k N ���� fl:�'� �' 'G.°F'"h. A�'i�h. V��.,� , G�v.r,.d �� iV�C�...#�"c� Estate of Judy M. Evans , 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 o/Each Part in Interest Relationship and Comments,if any Interest See attached schedule Form OC-01 Rev.10-13-2006 Copyright(c)2006 form soflware only The Lackner Group,Inc. P89@ 4 Of'I O �"..�,y A � y y e aW�Epp°y, 7 �p ��� �^��' y� �4 +�4 a�.« 9 � �..�.�.�iwr0'f w �i ��}�V�?. �`�� �i.d}f, h�...�d�,.. � � t i:,,r�.n��� Estate of Judy M. Evans , Deceased Name and Address of Each Party in Inferest Relationship and Commenfs,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(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.10-13-2006 Copyright(c)2006 form software only The Lackner Group,Inc. P89@ 5 Of'I O ;'��o � � ������� �.��; .,,, ��b�...�,������+�,,�I �'�+I �6w��..w��.�; Beneficiaries or Heirs (continuation of Question#9A) Estate of Judy M. Evans , Deceased Name and Address of Each Party in Interest Relationship and Comments,if any Interest Brian Kerrigan Son 48 Trudy Circle Mechanicsburg, PA 17050 Shawn Kennedy Son PO Box 99074 Seattle,WA 98139 Michele Kennedy Daughter 240 W. Dauphin St. Enola, PA 17025 Haydn T Evans Spouse 221 Lee Ct. Enola, PA 17025 Form OC-01 Rev. 10-13-06 ���„ g� .�. ., P F .. r r x" .• .��..,.: ,��� �N = � �#k 71 'E, %.�.. �'""� a � �m N � . ��4 . 4 J. �, . �.,�C t.�s i�l�u �R . ,a � Estate of Judy M. Evans , 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? See attached schedule Above ,4ttachment 31,483.07 Tota� 31,483.07 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 claimanYs name and relationship: Name: Relationship: Form OC-01 Rev.10-13-2006 Copyright(c)2006 form software only The Lackner Group,Inc. P8g@ 6 Of'I O .� . . � >..� .�.,�.��,��v��� :_ ��,�.�,�.��,, - �.��. Claims (continuation of Question # 10) Estate of Judy M. Evans , Deceased Name and Address of Each C/aimant Amount of Claim C/aim Will C/aim Admitted? Be Paid in Fu111 Target 530.10 �Yes ❑Yes c/o DCM Services, LLC � No � No 7601 Penn Ave. S Suite A600 Chase 4,455.05 �Yes ❑Yes c/o DCM Services, LLC � No � No 7601 Penn Ave. S Suite A600 GE Capital Retail Bank-Qcard 676.14 �Yes ❑Yes c/o Ascencion Point Recovery Services, LLC � No � No 200 Coon Rapids Blvd., Suite 200 Coon Ranids. MN 55433-5876 Chase 3,313.67 �Yes ❑Yes c/o DCM Services, LLC � No � No 7601 Penn Ave. S Suite A600 Capital One � Yes ❑Yes PO Box 30285 � No � No Salt Lake City, UT 84130-0285 HSBC/Bon Ton/Capital One 318.80 �Yes ❑Yes PO Box 5226 � No � No Carol Sream, IL 60197-5226 Citibank 20,603.42 � Yes ❑Yes c/o Asset Acceptance LLC � No � No PO Box 2036 Warren. MI 48090 Citibank NA 1,585.89 �Yes ❑Yes PO Box 1370 � No � No Reynoldsburg, OH 43068 �.�,8�. ^` �.-..,� �'�.`i ' � ��C� ��°� !.V v' i�_.. i � . � a ... .. ., n 4.,,J G . Estate of Judy M. Evans , Deceased 12. The amount of Pennsyivania 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 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 decedenYs 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 software only The Lackner Group,ir,�. Page 7 of 10 +���.��Ik�.,.. � �mRµ�W�...NFh� G� �F4�^��y'h. ���,�,� .h�:..�7��s. r��.on�J�'� 7 G�Iu,yG�k;r�.. i.i Estate of Judy M. Evans , Deceased 16. Had the decedent been adjudicated an incapacitated person?........................................... � Yes � rvo 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. Dafe Descnption 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 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 Asto real estate only?......................................................................................................... � Yes ❑ No Form OC-01 Rev.10-13-2006 Copyright(c)2006 form soflware only The Lackner Group,Inc. P8g8 8 Of'I O 4.��� .�..� ,�....,f,..�. . .�� ._ 1,���" 1� � �,,�' � � . �,'�€; ��i�'���_�it�n�p� � ,. � � ��...r"'I��� Estate of Judy M. Evans , Deceased Wherefore, your Petitioner(s) ask(s) that distribution be awarded to the pa�ties 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 Distri6ufee(s) Amount Proportion B. Principal: Proposed Distributee(s) Amount P�oportion Submitted By: (All petitioners must sign. Add additional lines if necessary): � � �—�,,, Name of Petitioner: Michele Kenne Name of Petitioner: Name of Petitioner: Form OC-01 Rev.10-13-2006 Copyright(c)2006 form software only The Lackner Group,Inc. P89@ J Of'I O " ' � ;'`, � � , ?� t�"' , , ,�' E.�a,�� 'i�ti..s. i r II . Estate of Judy M. Evans , Deceased Verification of Petitioner (Verification must be by at least one petitioner.) The undersigned hereby verifies" [that n she is r;r�e of the above-named name otcorPOratio� 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). �--\ l� ��-�-ti: Signature of Petitioner Michele Kenne y Signature of Petitioner Signature of Petitioner *Corporate petifioners 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. � at e Co el or Pe � ion ruce J.Warshawsky Form OC-01 Rev.10-13-2006 Copyright(c)2006 form software only The Lackner Group,Inc. P892'I O Of'I O THE eENTRAL PENN BUSINESS J(3URNAL Proof of Publication Under the Pennsylvania Newspaper Advertising Act 45 Pa.C.S. §101, et seq. Commonwealth of Pennsyivania} ss} County of Dauphin } Jerome Zary,�eing duly sworn according ta Iaw,deposes and says: That he is the Controler pf and duly authorized agent for JOURNAL MLJLTIMEDIA,a corporation arganized and existing under the laws of the Commonwealth of Pennsylvania,with its principal affice and place of business at 1 S00 P�ton Street,in the city of Harrisburg,County of Dauphin, State of Pennsylvania;that the THE CENTRAL,PENN BUSINESS JOURNAL,a newspaper of general circulation distributed and circulated in Dauphin,Curnberland,Lancaster, Lebanon and York caunties,is published by the said JOURNAL MLTLTIMEDIA at 1500 Paxton Street, in the City,County and State aforesaid;and#hat THE CENTRAL PENN BUSINESS JOURNAL was established Septernber 9th, 1984 and has been continually published ever since; That the printed notice ar pubiicatian which is securely attached hereto is exactly as printed and published in the weekly editions/issues of the CENTRAL PENN BUSINESS JOURNAL which appeared an the 24"'and 31St day(s)of August and the 7`�' day(s)af September 2012. That neither he nor said Corporation is interested in the subject matter of said printed natice or advertising, and that all of the allegations of this statement as to the time,place and character of pub(ication are true;and This is a statement published by JOURNAL MiJLTIMEDIA. PUBLICATION COPY lerotne Z NOTICE IS HEREBY GIVEN that Letters of Administratian have been granted irr the t , following Estate. Aii persons Ifldebt�d Sworn to and subscribed before me thisc� � day ot' 2012 A.D, to the said Estate are required to make paymar�t and those having claims ar de- � mands to present the same without delay to the Administrator or attorney named ����'�� NOTARY P LIC ESTATE OF Judy M.Evans,late nf Enola, COMM��',N�Al1'F�1 p�'pENNgYLVA1NlA �umberland County, Pennsyivania {died N01'ARiAl.BEAL June 27, 2012). Administrator — Mi- pONNA SCHANKWEIL�R,Nota chele Kennedy.Attorney—Bruce J.War- ��ty cf���������������n�aun ublic shawsky Esquire, Gunninghar�&Cher- � ty nicoff, P.�C., 2320, North Secantl Street, I �Y�amsnissian�xpires Octob�r 03,20f 6 Harrisburg,PA 17110 ' Publisher's Receipt far Advertising Cost JUURNAL MLTLTIMED[A,pubtisher of the CENTRAL.PENN BUSINESS JOURNAL,newspaper of generai circulatian,distribttted and circulated in Dauphin,Cumberland, Lancaster,Lebanon and York cottnties,hereby acknowledges receipt af the aforesaid notice and publication costs and certifies that the same have been duly paid. THE CENTRAL PENN BLISINESS JOURNAL Re: Estate of Judy M.Evans By......... ..... . .. . ............... .. .......... ...... CLTNNINGHAM&CHERNICOFF,P.C. 2320,North Second Street Harrisburg PA 171 t4 Attention:Bruce J.Warshawsky,Esquire 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: August 17, August 24, and Au ust 31, 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. . r ��� Li a Marie Coyne, E tor SWORN TO AND SUBSCRIBED before me this 31 day of August, 2012 Notary Evatta,Judy M.,dec'd. Late of Enola. Administratrix: Michele Kennedy. Attorneys:Bruce J.Warshawsky, ,�. Esquire, Cunningham & Cher- NOTARIAL SEAL nicoff, P.C., 2320 North Second DEBORAH A COLLINS Street, Harrisburg, PA 17110. Notary Public CARIISIE BOROUGN,CUMBERLAND COUNTY My Commission Expires Rpr 28,2014 ESTATE OF JUDY M. EVANS PROPOSED SCHEDULE OF PAYMENTS—INSOLVENT ESTATE Available Assets $45.00 Expenses a. Administrative Expenses $2,344.50* b. Funeral Expenses $7,930.00* (*these Expenses will be paid from the proceeds of the Estate set forth above and by other family members) c. Debts per Claim and Schedule $31,483.07 (not paid) F:U-Iome�BJVV�DOCS\EVANS.JUDY�FINAL ACCOIINTING�Proposed Schedule of Payment.wpd _ � �. , .. �. aA..��..,.�..���� � �,,.�_ ,,.� .�w �� _,�.,�.. .�� s .� �� �� In the Court of Common Pleas of Cumberland County, Pennsylvania Orphans' Court Division File No. 21-12-00869 --------- -- -�--_- ---.—� -----_— i_________ ___ _ __� Estate of Jud�M. Evans, Deceased �=� �., � ---- ----------�- - � ����r-rr- East Pennsboro � �' �,�� ;." '� �;, : t.-, c�� , �.� ,.r � , `. ", �a �� r- , First and Final Account `�� �= `�.`� -� � �,,, -�� ' . � .�.: _..� , �•y -" r•, -- , <::� � --� , � .. , . . _ , "__ � ; � }.._ ._. Michele Kennedy � ` � � -_, � � �a ::'j -,�ry . � Date of Death: 06/27/2012 Date of Incapacity, if any: None Date of Appointment: 08/09/2012 Date of First Complete Advertisement: 08/31/2012 in Cumberland Law Journal and 09/07/12 in Central Penn Business Journal Accounting for the period: 06/27/2012 to 09/03/2013 Purpose of Account: Michele Kennedy,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: Bruce J.Warshawsky, Esquire Cunningham 8 Chernicoff, P.C. 2320 North Second Street Harrisburg, PA 717/238-6570 Supreme Court I.D. No. 58799 r....,y ,.�,.�,,�.�,���.,�,�.,�,, SUMMARY OF ACCC7UNT . - Estate of Judy M. Evans, Deceased Far the neried of I�ne 27, 2012 thro����pntember�, 01'� �.�� PR��c�Pa� Receipts; This Account 3 45.00 Net Gain(or�ass)on Sales or Qther D�spositions 0.00 45.04 �ess Disbursements: Debts of Decedent 4 31,483.07 Funeral Expenses 3 7,ssa.aa Administration Expenses 3 344.50 Federal, S#ate& local Taxes 8.00 Commissions 0.00 Fees 3 2,00a.ao �amily Exemptian 3 0.40 41,75T.5T Balance Before Distributians -41,712.57 Transfer to(from}Principal p,pp Dlstributions to Beneficiaries 0.00 Principal Balance an Hand , -41,712.57 For lnfarmation: Investments Made Changes in Hotdings 6 �r.�E Receip#s This Accaunt 0.00 Net Gain {or Lass)an Sales 0.00 ar Cither Dispositions 0.00 Less D�sbursemen#s 0.00 Balance Before Distributians p,pp Transfer to(fram) Income O.00 Distributians to Bene�ciaries p.pp Income Balance on Hand p,p� For Informatian: tnves#men#s Made Changes in Holdings CQMBINED BAIr4NCE ON HAND 7 ��,���,g7 Signature g Verifrcation 1p - 2 - _ _ �. .. .��, �.,_.. .. ,.f � �...�� :��.,��..�� �a.�, -,�;-��„�-��,�. . . SCHEDULE A RECEIPTS OF PRINCIPAL Assets Listed in Inventory Fiduciary (Valued as of Date of Death) Acquisition Value Personal PronertT Jewelry Chest 45.00 Total Personal Property 45.00 Total Receipts 45.00 Total Receipts of Principal 45.00 - 3 - SCHEDULE C DISBURSEMENTS OF PRINCIPAL Debts of Decedent Catzital One(balance unknownl 06/27/2012 Chase 0547 06/27/2012 4,455.05 4,455.05 Chase 1525 06/27/2012 3,313.67 3,313.67 Citibank 3938 06/27/2012 20,603.42 20,603.42 Citibank Sunoco 06/27/2012 1,585.89 1,585.89 GE Bank-QCARD 06/27/2012 676.14 676.14 HSBC Bonton 06/27/2012 318.80 318.80 -4 - SCHEDULE C DISBURSEMENTS OF PRINCIPAL Continued Taraet 06/27/2012 530.10 530.10 Total Debts of Decedent 31,483.07 Funeral Ex e° nses Sullivan Funeral Home 06/27/Z012 7,930.00 7,930.00 Total Funeral Exnenses 7,930.00 Administration Ex eq nses Cumberland Countv 08/09/2012 119.50 119.50 Legal Advertisina 06/27/2012 225.00 225.00 Total Miscellaneous Administrative Ex�enses 344.50 Fees Cunningham 8 Chernicoff. PC 06/27/2012 2,000.00 - 5 - SCHEDULE C DISBURSEMENTS OF PRINCIPAL Continued 2,000.00 Total Fees 2.000.00 Family Exem t{� ion H�vdn T. Evans-Husband (insufficient assets to nav► 06/27/2012 0.00 0.00 Total Familv Exemntion 0.00 TOTAL DISBURSEMENTS OF PRINCIPAL 41.757.57 - 6 - .. . : ,.� � .�-���«.�; ,��,�.��.,.� :,�,���, ���u.� �..��..,��.. _ �,�,.��„�,�,����.,�-.,�,�M,.,.�.,. .�,� ��., , ��._ , PRINClPAL BALANCE ON NAND Current Value F9duciary 09103/2013 Acquisition #Units Descriptian or as Nated Vatus �� [BankOut Name] -41,757.57 -41,757.57 Tatal Cash �1,757.57 -41,757.57 AsSSts Jewelry Chest 45.00 Total Assets 45.00 -41,757.5T -41,712.57 - � - SCHEDULE F CHANGES IN PRINCIPAL HOLDINGS #units � Jewelrv Chest 06/27/2012 Inventoried 45.00 45.00 - 6 - COMBINED BALANCE ON HAND Current Value Fiduciary 09/0312013 Acquisition #Units Description or as Noted Value s3sb [BankOut Name] -41,757.57 -41,757.57 Total Cash -41,757.57 -41,757.57 ASSP�S Jewelry Chest 45.00 Total Assets 45.00 -41.757.57 -41.712.57 - 7 - in the Court of Common Pleas of Cumberland County, Pennsylvania Orphans' Court Division File No. 21-12-00869 Estate of Judy M. Evans, Deceased Signature \ \ � ��-�- Michele Kennedy - 9 - In the Court of Common Pleas of Cumberland County, Pennsylvania Orphans' Court Division File No. 21-12-00869 Estate of Judy M. Evans, Deceased �� �✓1�/��S ���f� Verification Michele Kennedy� f Judy M. Evans, Deceased, hereby declares under oath that he/she has fully and faithfully discharged the duties of hislher 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 hislher knowledge,there are no claims now outstanding against the Estate; that ali taxes presently due from the Estate have been paid; and that the grant of Letters 'F�t�a nd the first complete advertisement thereof occurred more than four months before the foregoing �,,� Account. �, '�i This statement is made subject to penalties of 18 Pa.C.S.A. Section 4904 relating to unsworn '��1� falsification to authorities. � J � l� Dated: �'�j '�j \-" " �-z� Michele Kennedy � - 10 -