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Home My WebLink About09-06-13 __ i�i ��q�`�� IN THE C{)URT OF COMMt�N PLEAS (JF CUMBER.LAND COtTNTY, PET�TSYLVANIA ORPHANS' CC�URT DIVISIQN ESTATE NO. 21-12-1073 ESTATE(JF GEC}RGE WILBLTR i��,ING, JR., ark/a GEORGE WILBUR KINGr, JR.,Deceased Late of Middlesex Township, �umberland County, Pennsy�vania FIRST AND FINAL ACCOUNT OF JUDITH A.WOLFE,EXECUTRIX K <<,.J t"-� t_._y . � �-.•.� : Date of Death: August 1, 2012 � �' �:'; ° �� c.��s _a .� � . �...., , Date Letters Testamentary Issued: (Jctober 1, Z(}12 � �� -. �-,��, . .� �,� ., , ,� � cr:� - . ._,� �,., . y ,.. , , ._.;; .t.� Dates af Advertisement of Grant of Letters: �' �' �� ' �� ° The Patriot-News: . tJctober 19, (�ctober 2�,Nov��r 2,2a�.? . ,* ,,�� Cumberland Law Journal: (Jctaber 19, (Jctober 26,Nove�be�r 2,20�2 �;, �-_,µ Account States to: September 3, 2013 ��` —a '� NOTICE PURPQSE OF ACCOUNT: Judith A.Wolfe,Executrix,offers this account to acquaint interested parties with the transactions that have occurred during this Administration. In addition,Judith A, Wolfe wouid like to inform the interested parties of the praposed distributian of estate residue to the beneficiaries in accordance with the decedent's Last Will& Testament. It is important that the Accaunt be carefully examined. Requests for additianal informatian,questions or abjections can be discussed with: David R.�alloway,Esquire 54 E.Main Street Mechanicsburg,PA 17055 Supreme Court I.D.#87326 (711) G91-465Q SUMMARY PRINCIPAL: Receipts $ 87,994.24 Disbursements (including amounts reserved) $ 66,942.46 Principal Balance Remaining: $ 21,051.78 BALANCE REMAINING FOR DISTRIBUTION: $21,051.78 PRINCIPAL ACCOUNT RECEIPTS M&T Bank Checking Account X 320 $80,102.20 Pennsylvania Treasury Unclaimed Property $ 9.66 Claim# 100705417 U.S. Railroad Retirement Board $ 1,157.80 Lump Sum Payment—Death Payment Claremont Nursing and Rehabilitation Center $ 122.80 Refund Highmark $ 64.90 Prescription Drug Plan Premium Refund Cash $ 97.56 Met-Life Statement of Trust Interest $ 6,439.32 TOTAL RECEIPTS: $87,994.24 I3ISBURSEII�IENTS 08/31/2012 Claremont Nursing and Rehabilitation Center $ 2$0.00 1Q101�2012 Prabate Fees $ 269.50 10/Q2/2012 James King—Reimbursement for Funeral and Medical bills � 2,4$8.35 Alert Pharmacy Services, Inc. $61.27 Dr. Richard L. Griffiths, D.O.—Office visit $27.99 10/23/2Q12 MB�T Bank—Estate account checks $ 25.20 10/30/2012 Register of Wills, Pennsylvania lnheritance Tax $ 3,000.00 Refund, Pennsylvania lnheritance Tax {2,051.11} 11/15/2Q 12 Pinker&Assaciates—Podiatrist $ 41.66 12/12/2012 Estate Natice Publication—The Patriot News $ 116.45 04123I2013 Pinker�Associates—Podiatrist $ 8.33 04/23/2Q13 Estate Notice Publicatian—Cumberland Law Jaurnal � '75.0{� OS/O1/2013 Alpha Diagnostics LLC $ 29.53 05107I2013 Law Office of David R. Galloway $ 2,204.001 Q5�07/2013 Judith A. Wa1fe, Executrix $ 2,2(}Q.00} OS/09/2013 Register of Wills, Inheritance Tax Return $ 15.00 Reserved Register af Wills—First and Final Account filing fee $ SOU.00l Reserved Judith A. Wolfe—Executrix's Cammission $ 2,199.71 Reserved IJavid R. Galloway, Esquire—Attorney's Fees $ 2,199.71 Reserved Department of Public Welfare—Claim#56C1279843 $53,745.13 TtJTAL DISBURSEMENTS: $6�,942.�6 IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA ORPHANS' COURT DIVISION ESTATE NO. 21-12-1073 ESTATE OF GEORGE WILBUR KING, JR., Deceased Late of Middlesex Township, Cumberland County, Pennsylvania SCHEDULE OF PROPOSED DISTRIBUTION BY JUDITH A WOLFE, EXECUTRIX Judith A. Wolfe, Executrix of the Last Will and Testament of George Wilbur King. Jr., deceased,proposes to distribute the balance in his hands, to wit: $ 21,051.78, in accordance with the said Last Will and Testament as heretofore filed in the Office of the Register of Wills of Cumberland County, Pennsylvania as follows: Specific Bequests: TO: JUDITH A. WOLFE,per Item 4 of said Will: Cash $ 5,262.95 TO: JAMES KING,per Item 5 of said Will: Cash $ 2,631.47 TO: JANINE THOMAS,per Item 5 of said Will: Cash $ 2,631.47 TO: TIMOTHY KING,per Item 5 of said Will: Cash $ 1,753.61 TO: JEFFREY KING,per Item 5 of said Will; Cash $ 1,753.61 TO: CHRISTOPHER KING,per Item 5 of said Will: Cash $ 1,753.61 TO: WILLIAM E. KING,per Item 5 of said Will: Cash $ 1,315.74 TO: SHANNON KING,per Item 5 of said Will: Cash $ 1,315.74 TO: JONATHAN KING,per Item 5 of said Will: Cash $ 1,315.74 TO: WILLIAM JAROD KING,per Item 5 of said Will: Cash $ 1,315.74 Total Specific Bequests Distribution: $ 21,049.�8 TC�TAL DISTR.IBUTION: $ 21,0�1.�8 STATEMENT OF THE REASONS FOR THE PROPOSED DISTRIBUTION The above distribution is proposed in accordance with the Last Will and Testamer�t of George Wilbur King,Jr. � � David R. Cralloway � VERIFICATI(JN Judith A. Wolfe verifies that she is the Executrix of the Estate af�eorge Wilbur I�ing, Jr., deceased; and that she the Executrix has fully and faithfully discharged the duties of her office; that the foregoing First and Final Accaunt is true and correct and fu11y discloses a11 significant transactions accurring during the accounting period; that all known claims against the Estate have been paid in full;that to her knawledge there are na claims now outstanding against the Estate; and that all taxes presently due from the Estate have been paid. I understand that false statements are subject to the penalties of l8 Pa. C.S. Section 4904 relating to unsworn falsification to authorities. �� 3 Dated: � � Ju th A. Wol e, Executrix - - David R. Galloway Attorney I.D.Na. $'7326 54 E.Main Street Mechanicsburg,PA 17055 Telephane. (7I7}b9�-4b5t} IN THE C4URT C)F COMMON PLEAS OF CIJMBERLAND C(JUNTY, PENNSYLVANIA tJRPHAN'S �OURT DIVISION IN RE; . Estate No: 21-12-1(}73 ESTATE OF GEORGE WILBUR KING, JR.: CERTIFICATE tJF SERVICE I, David R. �ralloway, certify I served a copy of the following. 1) Notice af Filing Account (showing August 27, 2013, as the audit date); 2) Schedule of Proposed Distribution by Judith A. Wolfe, Executrix; 3) First and Final Accaunt of Judith A. Wolfe, Executrix and 4) Petition for Adjudication/Statement of Proposed Distribution Pursuant to Pa. (J.C. Rule 69 on this date upon the beneficiaries of the Estate of George Wilbur King, Jr., Deceased by first-class mail, postage pre-paid, addressed as fallaws: Ms.Judith A.Walfe Mr.James King 33S Wesley Drive,Apt.#209 925 Jay Ct. Nlechanicsburg,PA 17055 Glen Burnie,MD 2Id61 Ms.Janine Thomas Mr.Timothy K.ing 279 Raesler Avenue 825 Avenida Taca Glen Burnie,MD 21461 Vista,CA 92484 Mr.3effrey King Mr. Christopher King 1404 East 4�'Street 6909(J'Brien Street Ancharage,AK 99�01 Anchorage,AK 995Q7 � Mr.William E.K.ing Ms. Shannon King 1007 Piane Street 901 W. Southern Avenue Sauth Middletawn,PA 17057 Williamsport,PA 1'7702 Mr,Janathan King Mr.Wl1Ila�Tl J�'0{�Klll� 351 Teal Aly $17 Meade Street Williamsport,PA 17'702 Wiliiamsport,PA 1'7701 Res >tfully sub 'tted, ...:� �__ � , � Y� � Date: September ,2�}13 David R.�Gallow Counsel far the E ate af George Wilbur King,Jr, IN RE: ESTATE C?F GE4RGE WILBUR K1NG, JR. : IN THE CC}IJRT C}F CtJMMON PLEAS LATE OF MIDDLESEX TOWNSHIP, : CUMBERLAND Ct�UNTY,PENNSYLVANIA CLTMBERLAND C(JLTNTY, . PETTNSYLVANIA, : ORPHANS� �C}URT DI�ISION DECEASED ; NO. 21-12-1073 NC�TICE UF FILING ACCOLTl�TT NOTICE IS HEREBY GIVEN that the First and Final Accaunt of 3�udith A. Wolfe, E�ecutrix af the Estate af George Wilbur I�in.g Jr., deceased, has this date filed the First and Fina1 Account in the above-captioned Estate in the Cu!mberland County Register of Wi11s tJff`ice where the same is filed as public record and may be inspected. Enclosed herewith is a copy of the First and Final Account as filed.. YOU A►.RE FURTHER notified that any exceptions or objections ta said Accaunt must be filed in writing at the Cumberland County Clerk of the Orphans' Court Office not later than the audit day of said Account scheduled as set forth below. LINLESS ��ritten exceptians or objections are filed thereto, said Accaunt will be presented to t11e above-captioned Caurt at 9:()0 A.1VI.on October 8,2013, at which time said Account wi11 be audited. R ctfi�lly submitted, I3ate: � �� David R. Gallo y Attorney I.D. 8 326 Attorney for the Estate of George W.King,Jr. 54 East Mazn Street Mechanicsburg,PA 1�Q55 ('717) b97-4650 cc: Judith A.Wolfe,Executrix g� �q� z� DECEDENT'S ESTATE CC}URT OF C(JMMQN PLEAS OF CUMBERLANI� COUNTY, PENNSYLVANIA (JRPHANS' COURT DIVISIfJN ESTATE OF GEORGE WILBUR KING. JR.,DECEASF�D �.=� � �;,� No. 21-12-1073 � {_�; . � a�4�� ..,.� �..:� �� , �� `-� PETITION FOR ADJUDICATION/ `� :: ��' '� � STATEMENT OF PRUPOSED DISTRIBUTIUN� � � ; �> : . .� �� PURSUANT TO Pa. Cl.C.Rule 6,9 - . �.�4 �= ; �� — -•, ,-�, s.. � . '� ".:�.� -.', ,.: Name of Counsel: David R. �alloway � � � �...., , � ,; Supreme Court I,D, No.. 87326 �� _ � �,, �., 4':Y � � � � Name of Law Firm: Law Office of David R. Ga11oway Address: 54 E. Main St., Mechanicsburg, PA 17055 Telephone: 71?`-69'7-465Q Fax: 717-697-9395 1. Name�s} and address�es}of Petitioner(s}: Name. Judith A. Wolfe Address: 335 Wesley Drive,Apt. #209,Mechanicsburg,PA 17055 Identify any executars or administratars who have�ot joined in the Petition for Adjudication and Statement of Praposed Distribution and state reason: None Is this the first accou�ting by this fiduciary? Yes If not,identify prior accountings, the accounting periods covered, and the date of adjudication of the priar accounting. 2. Decedent died on August 1, 2C112. Letters af Testarnentary were granted to Petitianer(s)on: October 1,2012 Date of'Will (if applicable�}: February 23, 1993 Date{s}of Codicil(s} (%f'a�pplicable); N!A Date of probate (if different from date Letters granted): Was a bond required? If yes, state amaunt: No Are proafs of advertising of the grant af Letters attached? No Dates of advertising of the grant of Letters: The Patriot-News: October 19, October 26,November�, 2012 Cumberland Law Journal: Qctober 19, October 26,Navember 2,2Q 12 3. �Vas decedent survived by a spouse? No If yes,naane of the survxving spouse: Page 1 of 7 4. Has the surviving spouse filed to tal�e an elective share? NIA (See Section 22t�1 et s�vf the Probate, Estates and F'iduciaries �`nde� If yes, date of electian: 5. In the case of an intestacy, state the names of the decedent's surviving children or surviving issue of deceased children (if none, so state): N/A 6. Did dec�dent marry after execution of V�ill or Codicil(s)? No Were an�children barn ta decedent after execution of Will ar Codicil�s}? ��, If yes, give names and dates af birth: Name: Date of�'irth: 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 D►epartment of Public Welfare? Yes 8. Written notice af the Audit as required by Pa. (J.C. Ru1es 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 alI claimants listed in item 10 below. In addition, notice of any questions requiring Adjudication as discussed in itern 14 below has been or will be given to al1 persons affected thereby. A. If Natice has been given, attach a copy of the Notice as well as a list af the names and addresses of the parties receiving such Notice. B. If Natice 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 tagether with a statement executed by a Petitioner or counsel certifying that such notice has been given. �. If any person entitled ta Natice rs not sui juris�e.g.,minors or incapacitated persans),Notice of the Audit has been or will be given to the appropriate representative on such party's behalf as required by Pa. C3.C. Ru1e 5.2. D. If any charitable interest is invalved,Notice of the Audit has been or will alsa be given to the Attorney Ceneral as required under Pa. CJ.C. Rule 5.5. In addition,the Attarney General's clearance certifiGate(or proof of service of Notice and a copy af such Notice)must be submitted herewith or at the Audit. 9. List all parties{charitable and nor�-charitable}of whom Peti�ioner{s}hasfhave notice or knowledge,having or claiming any interest in the estate as beneficiaries under the Wil1 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 af each party's interest(s): Page 2 of'7 Name and Address of Each Partv in Interest Relationship & �omments, if any Interest l. JUDITH A. WOLFE Daughter 25% 335 Wesley Drive,Apt. #209 Mechanicsburg, PA 17055 2. JAMES I�:ING Crandsor� 12.5°fo 925 Jay Ct. �len Burnie,MI3 21 Ob 1 3. JANINE THOMAS C�randdaughter 12.5% 279 Roesler Avenue Glen Burnie, MD 214f 1 4. TIM{.�T�:[Y KING �randson 8.3 3°�a 825 Avenida Taco Vista, CA 92084 5. JEFFRE�KING C`rrandson 8.3 3°lo 1400 East 4th Street Anchorage,AK 99�01 6. CHRISTOPHER KING Crrandson 8.33°/a 69C19 O'Brien Street Anchorage,AK 99507 7. WILLIAM E. KING Grandson 6.25% lOQ7 Plane Street Middletown, PA 17057 8, SHAI��NC�N K:IN+G Granddaugh�er 6.25°l0 901 W. Southern Avenue Sauth Wzlliamsport,PA 1�702 9. JONATHAN KING Grandson 6.25% 3 S 1 Teal Aly Wl��I�1Sp01"�,PA 1?702 10. VVILLIAM JAR+aD I�ING Grandson 6.25% 817 Meade Street Williamsport, PA 17701 B. Identify each party who is nat sui juris{e.g.,minars or incapacitated persons}. For each such party, give date of birth,the name of each Guardian and how each Guardian was appainted. If no Cuardian has been appointed, identify the next of Page 3 of 7 --- i kin af such party, giving the name, address and relatianship of each. None. �. State why a Petition far Guardian/Trustee Ad�item 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. I�T/A 10. Other than the claim for the family exemption, list the names of all known claimants and the aznount af their claims and state whether each claim is admitted. Claimant: Amount: Admitted�Yes/No�: Pennsylvania Department of Public Welfare $53,745.13 Yes If the estate is insalvent, attach a schedule setting forth the order of preference under 20 Pa.C.S. § 3392 and the proposed payments. 11. Was family exemption claimed? No Was family exemption allowed? No Family e�emptian claimant's name and relationship: Name:Relationshi�: 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 Pavment Interest 10126i2�}12 $3,000.0{� None. Refund $2,051.11 13. On the date of death, was the decedent a fiduciary (personal representative, trustee, guardian, agent under power af attorney} or surety an the bond of a fiduciary? No Page 4 of 7 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: N/A B. Has notice of the question requiring adjudication been given to the parties identified in Paragraph 9 above? N/A 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. N/A 16. Had the decedent been adjudicated an incapacitated person? Yes If yes, attach a copy of the Order if available; otherwise state the Court, term, number, date, and name of Hearing Judge. Cumberland County Court of Common Pleas, 2010-842, Order dated September 24, 2010 by the Honorable J. Wesley Oler. 17. A. List or attach a separate list of additional receipts and disbursements since the closing date of the Account. N/A B. Has notice of the additional receipts and disbursements been given to the paxties identified in Paragraph 9 above? N/A 18. If a reserve is requested, state amount and purpose. Amount:$58,359.55 Purpose: Reserved Register of Wills—First and Final Acct. $ 215.00 Reserved Judith A. Wolfe—Executrix's Commission $ 2,199.71 Reserved David R. Galloway, Esquire—Attorney's Fees $ 2,199.71 Reserved Department of Public Welfare—Claim# 560279843 $53,745.13 Page 5 of 7 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? If so, attach a copy of the notice. See contemporaneously filed First& Final Account and Proposed Distribution. Both documents will be served on all Beneficiaries providing notice of reserved amounts for counsel fees. 19. Is the Court being asked to direct the filing of a Schedule of Distribution? Yes. As to real estate only? No. 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&Principal: Proposed Distributee(s): Amount/Proportion: 1. Judith A. Wolfe 25.0% 2. James King 12.5% 3. Janine Thomas 12.5% 4. Timothy king 8.3 3% 5. Jeffrey King 8.3 3% 6. Christopher King 8.33% 7. William E. King 6.25% 8. Shannon King 6.25% 9. Jonathan King 6.25% 10. William Jarod King 6.25% Submitted By: r • , N of Petitioner: Judith A. W fe ; Page6of7 VERIFICATION The undersigned hereby verifies that the facts set forth in the foregoin,g Petition for Adjudication/Staternent of Proposed Distribution which are within the persanal knowledge of the Petitianer are true, and as to facts based on the informatian 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. § 49�4 (relating to unsworn falsification to authorities). Dated: � � � + .� J ith A. Wolfe,Petitioner CERTIFI�ATION OF COUNSEL The undersigned counsel hereby certifies �hat the faregoing Petitian for Adjudicationl Statement af Proposed Distribution is a t�ue and accurate reproduction of the form Petitian authorized by the Supreme Court, and that no changes ta the form have been made beyond the respanses herein. � Signature of Co el for Petitioner Page 7 of 7