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Home My WebLink About10-21-13 DECEDENT'S ESTATE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY,PENNSYLVANIA ORPHANS' COURT DIVISION � ESTATE OF Hubert A.McWilliams ,DEC�.S�D `�-' � � ., �....,y t.....� /��+"� ��.., r�� C_�J � �..✓ 2013-00435 '�°�� ' '�' No. �� --::;~ �-- --� � r- �-;, � � �m ` .w,:� .._ �;, c> � ° �� .-� -�, -� <_�;; .� ��{ � .;�� PETITION FOR ADJUDICATION/ � :.�;x �..... � }��y y� '•7 STATEMENT OF PROPOSED DISTRIBUTION;�� r� � � PURSUANT TO Pa.O.C.Rule 6.9 � T'his form may be used in all cases irivolving the Audit of the Account of a Decedent's Estate. If space is insu,�tcient, riders may be attached. Attach the spouse's election, if any; the papers required unaler items 8-19 inclusive;and arry instrument pertinent to the adjudication. INCLUDEATlACHMENTSAT THE BACK OF TSIS FORM. � ; Name of Counsel: Holly M.Kerwin,Esq. Supreme Court I.D.No.:30426 Name of Law Firm: Kerwin&Kerwin,LLP Address: 4245 Sta.te Route 209,Elizabetliville PA 17023 Telephone: �17-362-3215 Fax: 717-362-4459 Fo�oc-ol rev.10.13.06 Page 1 of 10 �� Estate of Hubert A.McWilliams Deceased 1. Name(s)and address(es)of Petitioner(s): N�: Lynn M.Gilmore Address: 107 Par 3 Driv� � Millersburg,P�17061 . Identify any executo�s or administrators who have not joined in the Petition for Adjudication and Statement of Proposed Distribution and sta.te reason: Is this�he first accou�ting by this fiduciary? . . . . . . . . . . . . . . . . . . . . . �Yes �No If not,identify pr�or accountings,the accounting periods covered,and�he date of adjudication of tHe prior accounting. 2. Decedent died on Apri19,2013 �Letters Testamentary or�Letters of Administration were granted to Petitioner(s)on Anril 17.2013 Date of Will(if applicable): �ch 8,2010 -' ; ; Date(s)of Codicil(s) ('f applicable): ; i Date of probate ('�d�erent from date Letters granted): � � i Wa,s a bond required?�'�Yes �No If yes,state amount: g Are proofs of advertising of the grant of Letters attached? . . . . . . . . . �Yes �No Dates of advertising of the grant of Letters:�e Sentinel:Apri120,April 27, May 4,2013;Cumberland Law Journal:May 3,May 10,May 17,2013 Fo�oc-o� �.10.�3.06 Page 2 of 10 Estate of Hubert A.McWilliams Deceased 3. Was decedent survived by a spouse? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . �Yes �No If yes,name of the surviving spouse: 4. Has the surviving spouse filed to ta,ke 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 de{ceased children('f none, so state): 6. Did decedent mazry 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: ; i' � � , i , 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 0 No Form OC-01 rev.10.13.06 Page 3 of 10 Estate of Hubert A.McWilliams 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 y�et 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 witly a statement executed by a Petitioner or counsel certifying that such notice has bei�n given. C. If any person entitled to Notice is not sui juris(e.g.,minors or incapacitated persons),No�ice 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): ! � � � Nm�e and Address o Each P fn Intenst Relationsl� and Cone�nents,i Interest � s Lynn M. Gilmore da.ughter 50% � 107 Par 3 Drive � Millersburg PA 17061 Candace S.Bell daughter 50% 801 Spruce Street Middletown PA 17057 Form OC-01 r�.�0.13.06 Page 4 of 10 Estate of Hubert A.McWilliams ,Deceased Name and Aalab esa Each P in Interest Relatiorrshi mrd Comrnents,i Interast Indiana University none $2,500 specific P.O.box 500 bequest(paid in Bloomington IN 47402 full) Poplar Grove Cemetery c% none $1,000 specific Poplar Grove 11rlethodist Church bequest(paid in 6413 North Ba�timore Road full) Monrovia lN 4G 157 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 wa�appointed. If no Guardian has been appointed,identify the next of kin of such p�rty,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(see Pa. O.C. Rule 12.4). ; i � 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. Fo�oc-ol r�.�0.13.06 Page 5 of 10 Estate of Hubert A.McWilliams ,Deceased 10. Otlier than tlie claim for the family exemption,list the n�mes of all known claimants and the amount of their claims and state whether each claim is admitted. Name and Address of Each Clain�ant Anrount of Claim Claim Will Claine Admitted? Be Pa�d In Full? Michael L.McWilliams 1/3 share net ❑Yes �Yes c%Karl Rominger,Esq. probate �No �No � 155 South Hanover Street estate* Carlisle,PA 170 X 3 *Letter received�rom attorney for �Yes �Yes Michael L.McWilliams demanding �N� �No 1/3,but no formal claim filed. �Yes ❑Yes �No �No �Yes ❑Yes �No �No ; � i 9 j If the estate is insolv�nt,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: � N�:Candace S.Bell �ja�o�htp.daughter Forne OC-01 rev.10.13.06 Page 6 of 10 Estate of Hubert A.McWilliams ,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 07/O1/2013 4,018.83 07/OS/2013 438.98 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 th�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: � � � B. Has notice of the question requiring adjudication been given to the parties identified in Para.graph 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. Fo�oc o� ►�.10.13.06 Page 7 of 10 a Estate of Hubert A.McWilliams ,Deceased 16. Had the decedent be�n 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 s�parate list of additional receipts and disbursements since the closing date of the Account. 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. A�; 1,U00.00 P�e� To cover the cost of certified mail and 2013 fmal individual and fiduciary income tax retum preparation and payment of any tax. If a reserve is requested for counsel fees,has notice of the amount of fees ta be paid from the reserve been given to the parties in interest? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . ❑Yes �No If so,attach a copy of t�he notice. 19. Is the Court being asked to direct _ the filing of a Schedule of Distribution? . . . . . . . . . . . . . . . . . . . . . . . . . . �Yes �No As to real estate only? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . �Yes �No ; , i i � i � Form OC-01 rev.10.13.06 Page 8 of 10 � Estate of Hubert A.McWilliams ,Deceased Wherefore,your Petitioner(s)ask(s)that distribution be awarded to the parties entitled and suggest(s)that the disttriibutive shares of income and principal(residuary shares being stated in proportions,not amounts}are as follows: A. Income: Proposed Distribt�tee(s) Amount/Proportion Lynn M.Gilmore $9.25 (1/2) Candace S.Bell $9.24(1/2) B. Principal: Proposed Distributee(s) Amount/Proportion Lynn M. Gilmore $20,331.99(1/2) Candace S.Bell $20,331.99(1/2) i i � i Submitted By: � (All petitioners must sign. j Add additional lines if necessary): j � � i r � e of Petitioner:Lynn M. Crilmore Name of Petitioner: � Forne OC-Ol �.10.13.06 Page 9 of 10 Estate of Hubert A.McWilliams ,Deceased Verification of Petitioner (Verification must be.by at least one petitioner.) The undersigned hereby verifies * [t�hat�sn� is r�rte of the above-named mm�e of corporation and]that the facts set forth in the foregoing Petitian for Adjudication/Statement of Proposed Distribution which are within the personal kaowledge 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 sta.tements herein are made s�bject to the penalties of 18 Pa. C.S. §4904(relating to unsworn falsification to authorities). . ature of Petitioner *Corporate p�ioners nwst complete bracketed infornwHon. Certification of Counsel The undersigned counsel hereby certifies that the foregoing Petition for Adjudication/ Sta.tement 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. ; � ^ � � � �� I Signature of ounsel for Petitioner � � � Form OC-Ol �.�0.13.06 Page 10 of 10 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): Apri120,27&MaX 4,2013 COPY OF NOTICE OF�'UBLICATION 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 e e. , - , , Sworn to and subscribed before me this � �l! �� . Notary Public My commission expires: NOTARIAL SE.4L BAMBI ANN HECKENDORN Notary Public CARUSLE BGROUGH,CUMBERLAND CNTY i�ly Commission Expires Jan 27,2014 PROOF OF PUBLICATION OF NOTICE IN CUMBERLAND LAW JOURNAL (LJnder 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 Sta.te 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 a111ega1 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: Ma 3 Ma 10 and Ma 17 2013 Affiant further deposes that he is authorized to verify this statement b.y the Cumberland Law Journal, a legal periodical of general circulation,�and that he is not interested in the subject matter of the aforesa.id notice or advertisement, and that all allegations in the foregoing statements as to time,place and character of publication are true. �_ _ ---._ ' a Marie Coyne,Editor SWORN TO AND SUBSCRIBED before me this 17 da, o�Ma, ,y 2013 � Notary �ie�llar,Hatia�t A.,dec'd. L�,e c[the Haro�af C�p Hill. Executrix: Lynn M. Gilmore, 107 NOTARIAL SEAL Par 3 Drive,Millersburg,PA 17061. DEBORAH A COLLINS Attorneys: Holly M. Kerwin, Es- Notary Public quire,Kenvia 8�Kexwin,LI.P,4245 CARLISLE BOROUGH,CUMBERLAND COUNTY 9t�e Raute�09,F.�isabethv�e,PA My Commission Expires Apr 28,2014 170�3. . NOTICE �F INHERITANCE TAX � pennsy van�a BUREAU oF INDIVIDUAL TAXES APPRAISEMENT, ALLOWANCE OR DISALLOWANCE oF DEDUCTIONS AND ASSESSMENT OF TAX DEPARTMENTOF REVENUE INHERITANCE TAX DIVISION REV-1547 D( AFP CO3-13) PO BOX 280601 HARRISBURG PA 17128-0601 DATE 09-16-2013 ESTATE OF MCWILLIAMS HUBERT A DATE OF DEATH 04-09-2013 FILE NUMBER 21 13-0435 ' COUNTY CUMBERLAND KERWIN HOLLY 'M ACN 101 4245 STATE ROUTE 209 APPEAL DATE: 11-15-2013 ELIZABETHVILLE PA 17023-8433 (SeereversesideunderObjections) Asount Resitted -� MAKE CNECK PAYABLE AND REMIT PAYMENT T�: REGISTER OF WILLS 1 COURTHOUSE SQUARE CARLISLE PA 17013 CUT AL�N6 THIS LINE � RETAIN LOWER PORTION FOR YOUR RECORDS � ------------------------------------------------------------------------------------------- REV-1547 EX AFP CO2-13) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR . . ' DISALLOWANCE OF DEDUCTIONS AND ASSE��SMENT �OF TAX ESTATE OF: MCWILLIAMS HU$ERT AFILE N0. :21 13-0435 ACN: 101 DATE: 09-16-2013 TAX RETUI�N WAS: C X) ACCEPTED AS FILED C ) CHANGED APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. Real Estate CSch�dule A) C1� 98,000.00 NOTE: To ensure proper 2. Stocks and Bonds CSchedule B) C2� .0 0 credit to your account, .0 0 gubmit the upper portion 3. Closely Held Stock/Partnership Interest CSchedule C) C3) of this form with your 4. Mortgages/Notes Receivable:CSchedule D� C4) '0� 'tax payment. 5. Cash/Bank Deposits/Misc. Personal Property CSchedule E) (5) 3 4,4 3 2.6 9 6. Jointly Owned Property CSchedule F) C6) .0� 7. Transfers CSchedule 6) :t7) ; - � .00. : � s. Tot�l Assets c8) 132,432.69 APPROVED DEDUCTIONS AND� EXEMPtIONS: ' ' 9. Funeral Expenses/Adn�...Costs/Misc. Expenses CSchedule H) C9� 24,65b.40 10. Debts/Mortgage Liabilities/Liens CSchedule I) C10) .0 0 11. Total Deductions C11) 24,656.40 12. Net Value of Tax Return �12� 107 s 776.29 13. Charitabla/6overnmental Bequests; Non-elected 9113 Trusts CSchedule J) C13� 3,5 0 0.0 0 14. Net Value of Estata Subject �o Tax C14� 104,276.29 NOTE: If an assess�ent was issued previously, Lines 14, 15, 16, 17, 18 and/or 19 will reflect figures that include the total of all returns assessed to date. ASSESSMENT OF TAX: _ . _ 15. Amount of Line 14 at spousal rate C15) .0 0 X 0 0 = 0 0 16. Amount of Line 14 taxable �at lineal rate C16) � �4•�7�-�9 x 045 = 4,692.43 17. Amount of Line 14 at sibling rate (17) -�� X 12 = .00 18. Amount of Line 14 taxable at collateral rate C18) .0 0 X 1 5 = .0 0 19. Principal Tax Due C19�= 4,692.43 TAX CREDITS: _ PAYMENT RECEIPT DISCOUNT C+) DATE NUMBER INTEREST/PEN PAID C-) AMOUNT PAID 07-01-2013 CD017823 211.52 4,018.83 07-03-2013 CD017844 23.10 438.98 TOTAL TAX PAYMENT 4,692.43 BALANCE OF TAX DUE .00 INTEREST AND PEN. .00 TOTAL DUE .00 * IF PAID AFTER DATE INDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTED AS A CREDIT CCR), YOU MAY BE DUE FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE FOR INSTRUCTIONS. 1N RE: ESTATE OF : IN THE COURT OF COMMON PLEAS - HUBERT A. McWILLIAMS : CUMBERLAND COUNTY, PENNSYLVANIA Late of Carlisle Borough, : ORPHANS' COURT DIVISION Cumberland County, Pennsylvania,deceased : NO. 2013-00435 NOTICE OF FILING OF FIRST AND FINAL ACCOUNT AND SCHEDULE OF DISTRIBUTION AND CALL FO�t CONFIRMATION AND APPROVAL TO ALL CREDITORS, HE)R$, NEXT OF KIN, LEGATEES, DEVISEES, DISTRIBUTEES AND PARTIES tN INTEREST IN THE ABOVE-CAPTIONED ESTATE: YOU ARE HEREBY notified that LYNN M. GILMORE, Executrix of the Estate of Hubert A. McWilliams, deceased, has prepared a First and Final Account with a Schedule of Proposed Distribution,a copy of which is enclosed and served herewith. � This Account and Schedule will be filed in the Register of Wills Office of Cumberland County, Cumberland County Courthous�,One Courthouse Square,Carlisle,Pennsylvania,on or before October 25,2013,and will be presented to the Orphans' Court for confirmation and approval on November 26, 2013, in the Cumberland County Courthouse, One Courthouse Square, Carlisle, Pennsylvania. The Account will be confirmed and the Schedule of Distribution approved at that time unless objections are filed with the Register of Wills ofCumberland County,Cumberland County Courthouse, One Courthouse Square, Carlisle, Pennsylvania, on or before 9:00 a.m. on November 26, 20l 3. Dated: lv—/�-Zo�3 7y�� Holly . Kerwin, Esquire Supreme Court I.D. #30426 Kerwin&Kerwin, LLP 4245 State Route 209 Elizabethville, PA 17023 (717)362-3215 hmk(a�kerwintawfirm.com X ll.AK1ESTATG'motice-first-final-accoum-mcwilliams-huben.wpd HUBERT A. McWILLIAMS ESTATE CUMBERLAND COUNTY ESTATE NO. 2013-00435 � Names and Address of Persons and Charities given Written Notice of the Audit as required by PA O.C. Rule 6.3: Lynn M. Gilmore 107 Par 3 Drive Millersburg, PA 17061 Candace S. Bell 801 Spruce Street Middletown, PA 17057 Indiana University Indiana University Foundation Attention: Philippa M. Guthrie, Esq. P.O. Box 540 Bloomington, IN 47402 Poplar Grove Cemetery c/o P�plar Grove Methodist Church Attention: Cari Camic 6413 North Baltimore Road Monrovia, IN 46157 Michael L. McWilliams c/o Karl Rominger, Esq. 155 South Hanover Street Carlisle, PA 17013 David B. McWilliams 419 North 14`h Street Lebanon, PA 17046 X:1LAK\ESTATE�mcwilliams-hubert-beneficiaries-addresses.wpd . I ��J�� l COURT OF COMMON PLEAS OF CUMBERLAND COUNTY ORPHANS' COURT DIVISION No. 2013-00435 Estate of Hubert A. McWilliams Late of the Borough of Camp Hill FIRST AND FINAL ACCOUNT OF LYNN M. GILMORE, EXECUTRIX Date of Death: Apri19, 2013 Date of�;xecutrix' Appointment: April 17, 2013 Dates of Advert:sement of Letters: The Sentinel - April 20, April 27, and May 4, 2013 Cumberland Law Journal - May 3, May 10, and May 17, 2013 Accounting for the Period: April 17, 2013 to October 15, 2013 Gross Estate: $138,173.16 a� Holly M. Kerwin, Esquire Kerwin&Kerwin, LLP, Attorneys-at-Law �-. � �-' 4245 State Route 209 <a f� � � r.~_. � �� ,.. � Elizabethville, PA 17023 �'` `�� Supreme Court I.D. #30426 , _. '�:: ��_ � �-� °� (717) 362-3215 ,a .. `� � � : � hmk,c kerwinlawfirm.com � �,; � ia�( : �..�i l�°,3 � _�.� "` €.:d' � �� ..._. �.:.1 �: �,,'7 h" . c�7 --� � �6� �`, L ;- � � � � � � 'm} V A`,�_J !\...: V� HUBERT A. McWILLIAMS FIRST AND FINAL ACCOUNT Principal Probate Assets 1. Real estate located at 335 Beverly Road, Borough of Camp Hill, Tax Parcel #O l-21-0273-045, sold on June 27, 2013 for a sale price of$98,000.00: $98,000.00 2. PSECU Account#0309323917: $14,459.01 3. PNC Bank Account#51-4004-0795: $8,899.82 4. Refund - AAA: $79.00 5. Erie Insurance Co. - Collision settlement payment: $7,208.16 6. F,rie Insurance Co. - Accidental death payment: $5,000.00 7. IRS income tax refund: $1,183.83 , 8. Credit- Lines 407, 408, 409, HUD-1 real estate settlement sheets for taxes and sewer paid in advance: $529.96 9. Household goods: $2,000.00 10. Refund - Comcast: $72.91 11. PSERS - final payment: $513.98 12. Refunds - Erie insurance: 208.00 Total Principal Probate Assets: $138,154.67 Income/Gains 1. PSECU Savings - interest: $10.15 2. PSECU Checking - interest: 8.34 Total Income/Gains: $18.49 -1- Disbursements of Principal Date Pavee Amount OS/06/2013 PPL - electric bill: $77.49 OS/06/2013 Borough of Camp Hill - sewer bill: $176.25 OS/06/2013 Lynn Gilmore - reimbursement for key copies ($19.77; Pop-A-Lock($120:00); Cumberland County Register of Wills -probate fees ($358.50): $498.27 OS/09/2013 Myers-Harner Funeral Home - funeral bill: $1,916.94 OS/09/2013 Costir Funeral Chapel - funeral bill: $7,931.50 OS/09/2013 PA American Water-water bill: $49.43 OS/15/2013 UGI - gas bill: $40.76 OS/15/2013 Lynn Gilmore - reimbursement for cost of mother's Death Certificates from Vital Records: $23.00 OS/16/2013 Verizon-phone bill: �22•gl 06/04/2013 PA American Water-water bill: $16.17 06/04/2013 PPL- electric bill: $3g•22 06/07/2013 Poplar Grove Cemetery- payment of specific beyuest: $1,000.00 06/07/2013 Indiana University Foundation - payment of specific bequest: $2,500.00 06/07/2013 DFAS (overpayment of military retirement): $1,552.75 06/17/2013 UGI -gas bill: �g•62 06/24/2013 PA American Water- water bill: $31.08 06/24/2013 Distribution of household items to Candace Bell: $1,300.0� -2- 06/24/2013 Distribution of household items to Lynn Gilmore and Candace Bell: $700.00 06/27/2013 Mike Hartley- tombstone setting: $120.00 06/27/2013 Disbursements from real estate closing, which disbursements were deducted from sale price of$98,000 (resulting in net proceeds to Estate of$91,061.13): $7,468.83 -Register of Wills-inheritance tax: $4,018.83 -Line 703-HUD-1-broker's commission: $2,450.00 -Line 1109-HUD-1-notary fees: $ 10.00 -Line 1110-HUD-1-tax certification reimbursement fee: $ 10.00 -Line 1205-HUD-I%transfer tax: 980.00 $7,468.83 07/03/2013: Register of Wills, Agent- balance of inheritance tax: $438.98 07/03/2013: Kerwin& Kerwin, LLP - portion of attorney's fees: $2,000.00 07/03i2013: Kerwin& Kerwin, LLP - reimbursement for costs advanced: $334.05 -The Sentinel-Estate Notice: $252.94 -Cumberland Law Journal-Estate Notice: $ 75.00 -Certified Mail-Safe Deposit Box: $ 6.11 $334.05 07/OS/2013: Candace S. Bell - advance distribution: $�2,000.00 07/08/2013: Lynn M. Gilmore - advance distribution: $33,300.00 08/06/2013: UGI: 45.40 Total Principal Disbursements: $93,590.55 Remaining Expenses Plus Reserve 1. Register of Wills - filing fee First and Final Account: $265.00 2. Kerwin& Kerwin, LLP - balance of attorney's fees: $2,635.14 -3- 3. Reserve - for certified mail costs and preparation of 2013 final individual and fiduciary income tax returns and payment of any tax due: 1 000.00 Total Remaining Expenses Plus Reserve: $3,900.14 SUMMARY Principal Principal Assets: $138,154.67 Less Principal Disbursements: - 93 590.55 Fquals Current Principal Balance in Estate: $44,564.12 Less Remaining Expenses Plus Reserve: - 3 900.14 Equals Total Amount of Principal Available for Distribution: $40,663.98 INCOME Interest Income: $18.49 Equals.Total Amount of Income for Distribution: 1$ 8.49 -4- C'UMMONWEALTH OF PENNSYLVANIA : COUN7�Y OF DAUPHIN : I, LYNN M. GILMORE, Executrix of the Estate of Hubert A. McWilliams, being duly sworn according to law, do depose and say that the foregoing First and Final Account is true and correct to the best of my knowledge and belief. * , N M. GILMORE, Executrix Estate of Hubert A. McWilliams Sworn to and subscribed before me this_15th day o f October , 2013. . °�t�'C`�'� . +� Notary Public , TH OF PENN VANIA 'Nota�ial Seal ��' Nar�.y�.I.iqon,potary p�C � ` ' Washirgton Twp,,o�,Ot�in Cq�nly MY CommlSs�at Expires 21,2017 - NEMBF.R PENNSYLVANtA ASSOCtATiON OF NOTARtES _5_ STATEMENT OF PRUPOSED DISTRIBUTION Princi�al Balance of Principal in the amount of$40,663.98 to be distributed as follows: Lynn M. Gilmore: (1/2 Share)* $20,331.99 Candace S. Bell: (1/2 Share)* $20,331.99 Interest Total Income in the amount of$18.49 to be distributed as follows: Lynn M. Gilmore: (1/2 Share)* $9.25 Candace S. Bell: (1/2 Share)* $9.24 *Per provisions of decedent's Last Will and Testament. X:`1.AKIESTATE\mcwilliams-huben-proposed-distribution.wpd 1 IN R�;: �;STATE OF : IN THE COURT OF COMMON PLEAS HUBERT A. McWILLIAMS : CUMBERLAND COUNTY, PENNSYLVANIA Late of Carlisle Borough, : ORPHANS' COURT DIVISION Cumberland County, Pennsylvania, deceased : NO. 2013-00435 CERTIFICATION UNDER LOCAL RULE 6.3.1 I,HOLLY M.KERWIN,attorney for the Estate of HubertA. McWilliams,hereby certify that written notice of the date,time and place of presentation of the Account for audit and proposed Statement of Distribution has been given by certified mail at least twenty(20)days prior to the date fixed for presentation to those persons required to receive such notice under Local Rule 6.3.1; said notice also stated that the last day to file objections to the Account is November 26, 2013. % �Fl �D/ � Dated: �` " .3 `�'L( � `.��'�`r` HOLL M. KERWIN,ESQUIRE Attorney for the Estate of Hubert A.McWilliams Supreme Court I.D.No.: 30426 Kerwin & Kerwin, LLP Q �,� � .� 4245 State Route 209 �,� "`� �.�, '�- Elizabethville, PA 17023 � rW�� ~ 4 �yw� ��, �� (717) 362-3215 +..t„ _.. ,� �.,�w wu,�' /� .. ,_..� j'+wr� t i. w � 4.fn++.�. y��R... �- `'^'� ..... i,..+ �..wJ \.E•.' "� � �'I i�..... `� . . �',..� �.A! t'_{ �.,5.,� ". : .....1 � �"°' N "..' �;:'_ ..�' C� � 3-_--- � .__. � C.� � �--' � ;:�,» t�: � `�~ � X:�I,AK�ESTATF.\mcwiliiams-hubert-certification-local-rtile-6.3.1.wpd W