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HomeMy WebLinkAbout10-22-13 DECEDENT'S ESTATE COURT OF COMMON PLEAS OF 2 CUMBERLAND COUNTY, PENNSYLVANr` ° — ORPHANS' COURT DIVISION C ' n ---' r" a ESTATE OF MARGARET M. SMITH DECEASED = Cl 1 No. 2011-01265 Ui ` Yi PETITION FOR ADJUDICATION / STATEMENT OF PROPOSED DISTRIBUTION PURSUANT TO Pa. O.C. Rule 6.9 This form maybe 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: Richard C. Seneca, Esquire Supreme Court I.D. No.:49807 Name of Law Firm: Seneca Law Address: P.O. Box 333, 680 Yorktown Road, Lewisberry, PA 17339 Telephone: (717) 932-6000 Fax: (717) 932-1319 Form OC-n: mr. 10.13.06 Page 1 of 10 Estate of MARGARET M. SMITH Deceased 1. Name(s)and address(es) of Petitioner(s): Name: Gretchen A. Steiner,S.S.J. Address: St.Helena Convent,610 Philadelphia Pike Wilmington,DE 19809-2520 Identify any executors or administrators who have not joined in the Petition for Adjudication and Statement of Proposed Distribution and state reason: Is this the first accounting by this fiduciary? . . . . . . . . . . . . . . . . . . . . . ®Yes 0 No If not, identify prior accountings, the accounting periods covered, and the date of adjudication of the prior accounting. 2. Decedent died on November 8, 2011 F/ Letters Testamentary or 0 Letters of Administration were granted to Petitioner(s) on November 28. 2011 Date of Will (if applicable): May 25, 2010 Date(s) of Codicil(s) (f applicable): Date of probate (if different from date Letters granted): Was a bond required?OYes 0 No If yes, state amount: Are proofs of advertising of the grant of Letters attached? . . . . . . . . . El Yes 0 No Dates of advertising of the grant of Letters: Cumberland Law Jml.: 12/23 & 12/30, 2011, 01/06/2012; Central Penn Business JmI.: 12/23/11, 01/06 & 01/13, 2012. FormOC-01 rev. 10.13.06 Page 2 of 10 Estate of MARGARET M. SMITH Deceased 3. Was decedent survived by a spouse? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 0 Yes 0 No If yes, name of the surviving spouse: 4. Has the surviving spouse filed to take an elective share? . . . . . . . . . . . . . DYes 0 No (See Section 2201 et sue. 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 (if none, so state): N/A 6. Did decedent marry after execution of Will or Codicil(s)? . . . . . . . . . . . 0 Yes 0 No Were any children bom to decedent after execution of Will or Codicil(s)? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 0 Yes Q No If yes, give names and dates of birth: Name: Date of Barth: 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? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 0 Yes 0 No Form OC-01 rev. 10,13.06 Page 3 of 10 Estate of MARGARET M. SMITH 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. No notice to Attorney General required as all gifts to charitable interests are pecuniary , under $25 ,000 and will be paid in full. 9. List all parties (charitable and non-charitable) of whom Petitioner(s) hasihave 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 Parry in Interest I Relationship and Comments,f any I Interest Rosalie Smith Wife of the nephew of Specific bequest 621 Brenneman Drive Decedent's late (grandfather clock& Lewisberry, PA 17339 husband. wall mirror). Gretchen A. Steiner, S.S.J. Niece of Decedent. Specific bequest St. Helena Convent (painting & personal 610 Philadelphia Pike effects); 25% Wilmington, DE 19809-2520 residuary interest. Form OC-01 rev. 10.13.06 Page 4 of 10 Estate of MARGARET M. SMITH Deceased Name and Address of Bach Parry In Interest I Relationship and Comments,ifany I Interest John McNamara Husband of 10% residuary 800 Sandra Lane Decedent's late niece. interest. Norristown, PA 19403 George Steiner Nephew of Decedent. 15% residuary Regency Towers, Suite 234 interest. 500 John F. Kennedy Boulevard Wildwood, NJ 08260 SEE ATTACHED RIDER "A" FOR ADDITIONAL PARTIEg B. Identify each party who is not sui juris(e.g., minors or incapacitate 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 FarmOC•01 rev. 10.13.06 Page 5 of 10 Estate of MARGARET M. SMITH 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? EJYes 0 Yes EjNo I❑- No F-1 Yes R— Yes ®No E]No E]Yes El Yes []No FINo ©Yes II Yes ONo Mr 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? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . I]Yes ONo Was family exemption allowed? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . DYes nNo Family exemption claimant's name and relationship: Name: Relationship: Form OC-01 rev. 10.13M Page 6 of 10 Estate of MARGARET M. SMITH 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 02/24/2012 25,000.00 0.00(7,751.14 refunded) 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? . . . . . . . . . . . . . . . . . . . IDYes M 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: None. B. Has notice of the question requiring adjudication been given to the parties identified in Paragraph 9 above? . . . . . . . . . . . . . . . . . . —]Yes E]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 MARGARET M. SMITH Deceased 16. Had the decedent been adjudicated an incapacitated person? . . . . . . . . . . [:] Yes [D 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? . . . . . . . . . . . . . El Yes 0 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? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 0Yes 1 No If so, attach a copy of the notice. 19. Is the Court being asked to direct the filing of a Schedule of Distribution? . . . . . . . . . . . . . . . . . . . . . . . . . . E]Yes ONo As to real estate only? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Yes F71No Form OC-01 rev. /0.13.06 Page 8 of 10 Estate of MARGARET M. SMITFI 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 baiributee(s) dmnunJFrupeulinu Seneca Law (Partial Attorney Fee) $5.491.03 B. Principal: Pwfmsed Disnthuter(s) :InrounN}'ro}mrt(nn Seneca Law (Partial Attorney Fee) $3,325,12 Seneca Law (Expenses Advanced) $`2,058,94 Gretchen A. Steiner, SSJ (Executrix Commission) $2,500.00 SEE ATTACHED RIDER"B" FOR ADDITIONAL DISTRIBUTION INFORMATION. Submitted By: (,All pelitionirs mfrs!sign. Add additional lines i(necessmy): Name of Petitioner: Gretchen A. Steiner. SAJ. Namc of Petitioner: MurmOGBI mr, 10.13.06 Page 9 of 10 Estate of MARGA-RGTM', SMITH Deceased Verification of Petitioner (Verification must be by at least one petitioner,) The undersigned hereby verities * [that wcvw she is naa Executrix of the above-named n<>meof rr1,>rano., Estate of Margaret M. Smith. Dec'd. 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 ofothers, 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 unswom falsification to authorities). Pet ione'r u�� Signature of Petitioner *Corporate pelitionerr inust 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 Counsel for Petitioner rana(X'-01 mr, 10,13,06 Page 10 of 10 9. Name/Address Relationship Interest Sallyanne Reidenhour Niece of Decedent. 5% residuary interest. 2563 Willow Brook Lane Pottstown, PA 19464 Kimberly McClellan Daughter of Decedent's late 1/3 of 15% residuary interest. 46 Doe Run Lane niece. Pottstown, PA 19464 Stacey Hires Daughter of Decedent's late 1/3 of 15%residuary interest. 977 East Valley Road niece. Pottstown, PA 19464 Tina Singleton Daughter of Decedent's late 1/3 of 15% residuary interest. 2368 Noel Circle niece. Pottstown, PA 19464 Elizabeth Molnar Great-niece of Decedent. 5% residuary interest. 133 Carmen Drive Collegeville, PA 19426 Colleen Burda Friend of Decedent. 5% residuary interest. 1259 McKeehan Road New Bloomfield, PA 17068 The Church of the Good Shepherd Church parish of the 10% residuary interest. c/o Rev. Paul C. Helwig Decedent. 3534 Trindle Road Camp Hill, PA 17011 Sisters of Saint Joseph,St.Joseph Guild 10% residuary interest. c/o Mary Dacey, S.S.J. Mount St. Joseph Convent 9701 Germantown Avenue Philadelphia, PA 19118-2694 Rider"A" B. Principal Proposed Distributee(s) Amount/Proportion Gretchen A. Steiner, S.S.J. 25% John McNamara 10% George Steiner 15% Sallyanne Reidenhour 5% Kimberly McClellan 1/3 of 15% Stacey Hires 113 of 15% Tina Singleton 1/3 of 15% Elizabeth Molnar 5% Colleen Burda 5% The Church of the Good Shepherd 10% Sisters of Saint Joseph, St. Joseph Guild 10% Rider`B" 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: December 23, December 30 2011 and January 6 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. is arie Coyne, Editor SWORN TO AND SUBSCRIBED before me this 6 of January, 2012 Notary Smith, Margaret M., deed. Late of Lower Allen Township. Executrix: Gretchen A. Steiner, • S.S.J. c/o Richard C. Seneca, Esquire, 564 Old York Road, Et- ters, PA 17319. NOTARIAL SEAL Attorney: Richard C. Seneca, Es- DEBORAH A COLLINS quire,564 Old York Road,Etters, Notary Public PA 17319. CARLISLE BOROUGH,CUMBERLAND COUNTY v 1 My Commission Expires Apr 28,2014 THE CENTRAL PENN BUSINESS JOURNAL Proof of Publication Under the Pennsylvania Newspaper Advertising Act 45 Pa.C.S. §101, etseq. Commonwealth of Pennsylvania ) ss) County of Dauphin ) Jerome Zary, being duly sworn according to law,deposes and says: That he is the controller of and duly authorized agent for JOURNAL PUBLICATIONS INC.,a corporation organized and existing under the laws of the Commonwealth of Pennsylvania,with its principal office and place of business at 1500 Paxton 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,Cumberland,Lancaster,Lebanon and York counties.is published by the said JOURNAL PUBLICATIONS INC.at 1500 Paxton Street,in the City,County and State aforesaid; and that THE CENTRAL PENN BUSINESS JOURNAL was established September 9th, 1984 and has been continually published ever since; That the printed notice or publication which is securely attached hereto is exactly as printed and published in the weekly editions/issues of the CENTRAL PENN BUSINESS JOURNAL which appeared on the 23rd day(s)of December 2011 and the 6`h and 13ih day(s)of January 2012. That neither he nor said Corporation is interested in the subject matter of said printed notice or advertising,and that all of the allegations of this statement as to the time,place and character of publication are true; and This is a statement published by JOURNAL PUBLICATIONS INC. PUBLICATION i COPY - — - Jerome Z Estate of Margaret M.Smith,late of Lower Allen Township,Cumberland County,Penn- sylvania,deceased. Sworn to and subscribed before me this/Fday of 2012 A.D. Letters Testamentary on said estate having t been granted to Gretchen A.Steiner,S.S.J., • all persons indebted thereto are requested to make payment,and those having claims NOTARY P BLIC or demands against the same will pres- ent them without delay for settlement to Gretchen A.Steiner,S.S.J.,c/o Richard C. COMMONWEALTH OF Seneca,Esquire,564 Old York Road,Etters, PENNSYLVANIA PA 17319 DONNA NOT4RIgL SEAL SCHgNI<VbE1LER,Notary Public ._ City of Harrisburg,Daupbin County _ ---- - - My CommissionExpi,osOct�r03,207z Publisher's Receipt for Advertising Cost JOURNAL PUBLICATIONS INC.,publisher of the CENTRAL PENN BUSINESS JOURNAL,newspaper of general circulation,distributed and circulated in Dauphin,Cumberland,Lancaster,Lebanon and York counties,hereby acknowledges receipt of the aforesaid notice and publication costs and certifies that the same have been duly paid. THE CENTRAL PENN BUSINESS JOURNAL Re:Estate of Margaret M.Smith By.................................................................................................................. Senecalaw 564 Old York Road Etters,PA 17319 Attention:Richard C.Seneca,Esquire • Seneca La w Richard C. Seneca, Esq. rA Richard C. Seneca, G U I D I N G Y O U T H R O U G H Richard I Seneca, Law Clerk rjseneca@senecalaw.com September 26, 2013 By Facsimile (717-772-6553) and Certified Mail - Return Receipt Requested. Attn: Ms. Nancy Dinkel Division of Third Party Liability Department of Public Welfare Estate Recovery Program P.O. Box 8486 Harrisburg, PA 17105-8486 Re: Estate of Margaret M. Smith, Deceased Request for a Statement of Claim Dear Ms. Dinkel: I represent the Executrix for the Estate of Margaret M. Smith, Deceased and write in accordance with the requirements of the Medical Assistance Estate Recovery Program. The executrix is Gretchen A. Steiner, S.S.J., St. Helena Convent, 610 Philadelphia Pike, Wilmington, DE 19809-2520. The executrix's telephone number is (302) 652- 5523. The deceased is Margaret M. Smith whose last known address was 5225 Wilson Lane, Apt. 4111, Mechanicsburg, Pennsylvania 17055. Her social security number is 159-18- 9373. The decedent's date of birth is December 16, 1915, and the date of death is November 8, 2011. The estimated gross value of the estate is $150,000.00 as set forth in the Petition for Probate and Grant of Letters, a copy of which is enclosed. Please send me written confirmation that the Commonwealth of Pennsylvania does not have a claim against the estate. Thank you. Sincerely, Richard C. Seneca, Esq. Enclosure P.O. Box 333 - 680 Yorktown Road a Lewisberry, PA 17339 a (717) 932-6000 a Fax: (717) 932-1319 Reset PETITION FOR GRANT OF LETTERS REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYLVANIA Petitioner(s) named below, who is/are 18 years of age or older, apply(ies) for Letters as specified below, and in support thereof aver(s)the following and respectfully request(s)the grant of Letters in the appropriate form: Decedent's Information Name: MARGARET M. SMITH File No: a/k/a: (Assigned by Register) a/k/a: a/k/a: Social Security No: 159-18-9373 Date of Death: November 8 , 2011 Age at death: 95 Deceden t was domiciled at death in Cumberland County, Pennsylvania (State)with his/her last principal residence at 5225 Wilson Lane, Apt . 4111 , Mechanicsburg , PA 17055 Street address,Post Office and Zip Code City,Township or Borough County Decedentdiedat 503 N. 21st Street, Camp Hill Cumberland. PA Street address,Post Office and Zip Code City,Township or Borough County State Estimate of value of decedent's property at death: If domiciled in Pennsyl vania............................ All personal property $ 150 ,000 .00 If not domiciled in Pennsy lvania. ....................... Personal property in Pennsylvania $ If not domiciled in Pennsylvania. ....................... Personal property in County $ Value of real estate in Pennsyl vania......:....................... ........................... TOTAL ESTIMATED VALUE. ... $--r50 r 000•00 Real estate in Pennsylvania situated at: (Attach additional sheets,if necessary.) Street address,Post Office and Zip Code City,Township or Borough County ;® A. Petition for Probate and Grant of Letters Testamentary Petitioner(s)aver(s)he/she/they is/are the Executor(s)named in the last Will of the Decedent,dated May 25 , 2010 and Codicil(s) thereto dated State relevant circumstances(e.g.renunciation,death of executor,etc) Except as follows: after the execution of the instmment(s)offered for probate Decedent did not marry,was not divorced,was not a party to apending divorce proceeding wherein the grounds for divorce had been established as defined in 23 Pa.C.S. §3323(g),and did not have a child bom or adopted;and Decedent was neither the victim of a killing nor ever adjudicated an incapacitated person. O NO EXCEPTIONS o EXCEPTIONS 0 B. Petition for Grant of Letters of Administration (If applicable) c.t.a.,d.b.n.,db.n.c.t.a.,pendente lite,durante absentia,durante minoritate If Administration,ea a. or d.b.n.cd.a.,enter date of Will in Section A above and complete list of heirs. Except as follows: Decedent was not a party to a pending divorce proceeding wherein the grounds for divorce had been established as defined in 23 Pa.C.S.§3323(g)and was neither the victim of a killing nor ever adjudicated an incapacitated person. 0 NO EXCEPTIONS ©EXCEPTIONS Petitioner(s),after a proper search has/have ascertained that Decedent left no Will and was survived by the following spouse(if any)and heirs(attach additional sheets,ifnecessary): Name Relationship Address Form RW-02 rev. 10111/2011 Page I of 2 Oath of Personal Representative Official Use Only COMMONWEALTH OF PENNSYLVANIA } } SS: COUNTYOF CUMBERLAND } Petitioner(s)Printed Name Petitioner's)P..^anted Address Gretchen A. Steiner,S . S .J 610 -Philadelphia Pike Bellefonte DE 19809 The Petitioner(s)above-named swear(s)or affirm(s)the statements in the foregoing Petition are true and correct to the best ofthe knowledge and belief of Petitioner(s)and that,as Personal Representative(s)of the Decedent,the Petitioner(s)will well and truly administer the estate according to law. Swom to or affirmed and subscribed before Date me this day of Date By: Date For the Register Date BOND Required: Q YES (3 NO To the Register of Wills: FEES: - Please enter my appearance by my signature below: Letters . . .. . . .. .. . .. . . . . . . . . . S Attorney Signature: ( )Short Certificate(s).... . . ( )Renunciation(s).. . . . . . . . ( )Codicil(s). . . . . . . . . . . . . ( )Affidavit(s).. . . . . . . .. . . Bond.. . . .. .. . . . . . . . .. . . . . . . . Printed Name: Richard C. Seneca, Esq. Commission. . . . . . . .. . . .. . . . . . Supreme Court Other . . .. ... . ID Number: 49807 . . . . . . Firm Name: SenecaLaw . . . . . . . Address: 564 Old York Road . . .. . . . • Ett,-r.,; , PA 17319 . .. . . Phone: 717-932-0465 Automation Fee. .. . .. . . . . . . . . . Fax: 7t7-932-1319 JCS Fee. . . . . . . .. . .. .. ... . . . . Email: rseneca@senecalaw.com TOTAL. . . . . . . . . . .. . . ... .. . . S 0.00 DECREE OF THE REGISTER Estate of File No: a/k/a: AND NOW, in consideration of the foregoing Petition, satisfactory proof having been presented before me, IT IS DECREED that Letters are hereby granted to in the above estate and(if applicable)that the instrument(s)dated described in the Petition be admitted to probate and filed of record as the last Will(and Codicil(s))of Decedent. Register of Wills Form RW-02 rev. 101111.011 Page 2 of 2 • . pennsytvania DEPARTMENT OF PUBLIC WELFARE September 26, 2013 SENECA LAW RICHARD C SENECA ESQUIRE 680 YORKTOWN RD PO BOX 333 LEWISBERRY PA 17339 Re: Margaret Smith SSN: ###-##-9373 Dear Attorney Seneca: Pursuant to your letter dated September 26, 2013, the Department's, Estate Recovery Program, has reviewed the information you provided regarding the above-referenced individual. It has been determined that this individual did not receive any type of assistance during the questioned period. Therefore, according to the information you provided, the Department's Estate Recovery Program will not seek any recovery from this estate. If your client applied for Medical Assistance and had an application and/or hearing pending at the time of death, please advise us and provide any additional information that may affect a recovery by our Department. Thank you for your cooperation in this matter. If you have any questions, please contact me. Sincerely Zne-x— CYd Vince A. Porter Recovery Section Manager (717)772-6604 Bureau of Program Integrity I Division of Third Party Liability I Recovery Section PO Box 8486 1 Harrisburg,Pennsylvania 17105-8486 List of individuals and organizations to whom written notice of the Audit has been given: Rosalie Smith John McNamara Sallyanne Reidenhour 621 Brenneman Drive 800 Sandra Lane 2563 Willow Brook Lane Lewisberry, PA 17339 Norristown, PA 19403 Pottstown, PA 19464 Kimberly McClellan Stacey Hires Tina Singleton 46 Doe Run Lane 977 East Valley Road 2368 Noel Circle Pottstown, PA 19464 Pottstown, PA 19464 Pottstown, PA 19464 Elizabeth Molnar Colleen Burda Gretchen A. Steiner, S.S.J. 133 Carmen Drive 1259 McKeehan Road St. Helena Convent Collegeville, PA 19426 New Bloomfield, PA 17068 610 Philadelphia Pike Wilmington, DE 19809-2520 The Church of the Good Shepherd Sisters of St.Joseph,St.Joseph Guild George Steiner c/o Rev. Paul C. Helwig c/o Mary Dacey, S.S.J. Regency Towers, Suite 234 3534 Trindle Road Mount St. Joseph Convent 500 John F. Kennedy Boulevard Camp Hill, PA 17011 9701 Germantown Avenue Wttdwood, NJ 08260- Philadelphia, PA 19118-2694 Richard C. Seneca, Esq. Seneca Law rseneca@senecalaw.com rA UIDING YOU THROUGH Richard October 22, 2013 a d J. Seneca, Law Clerk rjseneca@senecolow.com Ms. Rosalie Smith 621 Brenneman Drive Lewisberry, PA 17339 Re: Estate of Margaret M. Smith. Deceased - No. 2011-01265 Dear Ms. Smith: I represent Gretchen A. Steiner, S.S.J. in her capacity as Executrix for the Estate of Margaret M. Smith, Deceased. The First and Final Account of Gretchen A. Steiner, S.S.J., Executrix for the Estate of Margaret M. Smith, Deceased, will be filed today with the Clerk of the Orphans' Court Division of the Court of Common Pleas of Cumberland County, Pennsylvania and will be called for audit before The Honorable Albert H. Masland on November 26, 2013, at 9:30 a.m. in Courtroom No. 1 at the Cumberland County Courthouse, 1 Courthouse Square, Carlisle, PA 17013. Your interest in the estate consists of a specific bequest. The court will be asked to approve the account as stated and to make awards in accordance with provisions of the Last Will and Testament of Margaret M. Smith dated May 25, 2010. Copies of the will, account, and Petition for Adjudication/Statement of Proposed Distribution which will also be filed today are enclosed for your convenience and may also be obtained by visiting or contacting the Cumberland County Clerk of the Orphans' Court Division, Room 102, 1 Courthouse Square, Carlisle, PA 17013, Telephone: (717) 240-6345. If you have any objections to any items in the account or if you disagree with the position the accountant has taken on any claim, you must file written objections with the Clerk of the Orphans' Court Division by 9:00 a.m. on the date of the session of court when the account is listed for audit; otherwise, the court may assume you have no objection and may approve the account as stated. If you have any questions regarding the contents of this letter, the account of the Executrix or the will of Margaret M. Smith, please contact the undersigned. Thank you. ards, NZI ° 4 Richard C. Seneca, Esquire Enclosures P.O. Box 333 ® 680 Yorktown Road - Lewisberry, PA 17339 - (717) 932-6000 - Fax: (717) 932-1319 r,A Seneca Law Richard C. Seneca, rsenecaQsenecalaw.com JG U I D I N G Y O U T H R O U G H Richard J. Seneca, Law Clerk October 22, 2013 dseneca@senecalaw.com Mr. John McNamara 800 Sandra Lane Norristown, PA 19403 Re: Estate of Margaret M. Smith. Deceased - No. 2011-01265 Dear Mr. McNamara: I represent Gretchen A. Steiner, S.S.J. in her capacity as Executrix for the Estate of Margaret M. Smith, Deceased. The First and Final Account of Gretchen A. Steiner, S.S.J., Executrix for the Estate of Margaret M. Smith, Deceased, will be filed today with the Clerk of the Orphans' Court Division of the Court of Common Pleas of Cumberland County, Pennsylvania and will be called for audit before The Honorable Albert H. Masland on November 26, 2013, at 9:30 a.m. in Courtroom No. I at the Cumberland County Courthouse, 1 Courthouse Square, Carlisle, PA 17013. Your interest in the estate consists of a 10% residuary interest. The court will be asked to approve the account as stated and to make awards in accordance with provisions of the Last Will and Testament of Margaret M. Smith dated May 25, 2010. Copies of the will, account, and Petition for Adjudication/Statement of Proposed Distribution which will also be filed today are enclosed for your convenience and may also be obtained by visiting or contacting the Cumberland County Clerk of the Orphans' Court Division, Room 102, 1 Courthouse Square, Carlisle, PA 17013, Telephone: (717) 240-6345. If you have any objections to any items in the account or if you disagree with the position the accountant has taken on any claim, you must file written objections with the Clerk of the Orphans' Court Division by 9:00 a.m. on the date of the session of court when the account is listed for audit; otherwise, the court may assume you have no objection and may approve the account as stated. If you have any questions regarding the contents of this letter, the account of the Executrix or the will of Margaret M. Smith, please contact the undersigned. Thank you. Kindest regards, 1h;1 Ir++Own,.. Richar quire Enclosures P.O. Box 333 a 680 Yorktown Road a Lewisberry, PA 17339 a (717) 932-6000 o Fax: (717) 932-1319 � Richard C. Seneca, Esq. Se ne-ca Law rseneca @senecalaw.com iG UIDING YOU THROUGH Richard d J. Seneca, Law Clerk October 22, 2013 riseneca @senecalaw.com Ms. Sallyanne Reidenhour 2563 Willow Brook Lane Pottstown, PA 19464 Re: Estate of Margaret M. Smith, Deceased - No. 2011-01265 Dear Ms. Reidenhour: I represent Gretchen A. Steiner, S.S.J. in her capacity as Executrix for the Estate of Margaret M. Smith, Deceased. The First and Final Account of Gretchen A. Steiner, S.S.J., Executrix for the Estate of Margaret M. Smith, Deceased, will be filed today with the Clerk of the Orphans' Court Division of the Court of Common Pleas of Cumberland County, Pennsylvania and will be called for audit before The Honorable Albert H. Masland on November 26, 2013, at 9:30 a.m. in Courtroom No. 1 at the Cumberland County Courthouse, 1 Courthouse Square, Carlisle, PA 17013. Your interest in the estate consists of a 5% residuary interest. The court will be asked to approve the account as stated and to make awards in accordance with provisions of the Last Will and Testament of Margaret M. Smith dated May 25, 2010. Copies of the will, account, and Petition for Adjudication/Statement of Proposed Distribution which will also be filed today are enclosed for your convenience and may also be obtained by visiting or contacting the Cumberland County Clerk of the Orphans' Court Division, Room 102, 1 Courthouse Square, Carlisle, PA 17013, Telephone: (717) 240-6345. If you have any objections to any items in the account or if you disagree with the position the accountant has taken on any claim, you must file written objections with the Clerk of the Orphans' Court Division by 9:00 a.m. on the date of the session of court when the account is listed for audit; otherwise, the court may assume you have no objection and may approve the account as stated. If you have any questions regarding the contents of this letter, the account of the Executrix or the will of Margaret M. Smith, please contact the undersigned. Thank you., Kindest regards, �—11 . C b % 6` 1..... Richard C.'§enr eca,'IJsqurre Enclosures P.O. Box 333 • 680 Yorktown Road • Lewisberry, PA 17339 - (717) 932-6000 i Fax: (717) 932-1319 Law Richard C. Seneca,` rsenecaQsenecalaw.com JG U I D I N G YOU THROUGH Richard J. Seneca, Law Clerk October 22, 2013 riseneca@senecalaw.com Ms. Kimberly McClellan 46 Doe Run Lane Pottstown, PA 19464 Re: Estate of Margaret M. Smith. Deceased - No. 2011-01265 Dear Ms. McClellan: I represent Gretchen A. Steiner, S.S.J. in her capacity as Executrix for the Estate of Margaret M. Smith, Deceased. The First and Final Account of Gretchen A. Steiner, S.S.J., Executrix for the Estate of Margaret M. Smith, Deceased, will be filed today with the Clerk of the Orphans' Court Division of the Court of Common Pleas of Cumberland County, Pennsylvania and will be called for audit before The Honorable Albert H. Masland on November 26, 2013, at 9:30 a.m. in Courtroom No. 1 at the Cumberland County Courthouse, 1 Courthouse Square, Carlisle, PA 17013. Your interest in the estate consists of one-third of a 15% residuary interest. The court will be asked to approve the account as stated and to make awards in accordance with provisions of the Last Will and Testament of Margaret M. Smith dated May 25, 2010. Copies of the will, account, and Petition for Adjudication/Statement of Proposed Distribution which will also be filed today are enclosed for your convenience and may also be obtained by visiting or contacting the Cumberland County Clerk of the Orphans' Court Division, Room 102, 1 Courthouse Square, Carlisle, PA 17013, Telephone: (717) 240-6345. If you have any objections to any items in the account or if you disagree with the position the accountant has taken on any claim, you must file written objections with the Clerk of the Orphans' Court Division by 9:00 a.m. on the date of the session of court when the account is listed for audit; otherwise, the court may assume you have no objection and may approve the account as stated. If you have any questions regarding the contents of this letter, the account of the Executrix or the will of Margaret M. Smith, please contact the undersigned. Thank you. Kindest regards, �` .w. Richard C. eneca, Esquire Enclosures P.O. Box 333 - 680 Yorktown Road - Lewisberry, PA 17339 (717) 932-6000 a Fax: (717) 932-1319 ` a Seneca La w Richard C. Seneca,rseneca @senecalaw.cam G U I D I N G Y O U T H R O U G H Richard J. Seneca Law I C erk October 22, 2013 rjseneca @senecalow.com Ms. Stacey Hires 977 East Valley Road Pottstown, PA 19464 Re: Estate of Margaret M. Smith. Deceased - No. 2011-01265 Dear Ms. Hires: I represent Gretchen A. Steiner, S.S.J. in her capacity as Executrix for the Estate of Margaret M. Smith, Deceased. The First and Final Account of Gretchen A. Steiner, S.S.J., Executrix for the Estate of Margaret M. Smith, Deceased, will be filed today with the Clerk of the Orphans' Court Division of the Court of Common Pleas of Cumberland County, Pennsylvania and will be called for audit before The Honorable Albert H. Masland on November 26, 2013, at 9:30 a.m. in Courtroom No. 1 at the Cumberland County Courthouse, 1 Courthouse Square, Carlisle, PA 17013. Your interest in the estate consists of one-third of a 15% residuary interest. The court will be asked to approve the account as stated and to make awards in accordance with provisions of the Last Will and Testament of Margaret M. Smith dated May 25, 2010. Copies of the will, account, and Petition for Adjudication/Statement of Proposed Distribution which will also be filed today are enclosed for your convenience and may also be obtained by visiting or contacting the Cumberland County Clerk of the Orphans' Court Division, Room 102, 1 Courthouse Square, Carlisle, PA 17013, Telephone: (717) 240-6345. If you have any objections to any items in the account or if you disagree with the position the accountant has taken on any claim, you must file written objections with the Clerk of the Orphans' Court Division by 9:00 a.m. on the date of the session of court when the account is listed for audit; otherwise, the court may assume you have no objection and may approve the account as stated. If you have any questions regarding the contents of this letter, the account of the Executrix or the will of Margaret M. Smith, please contact the undersigned. Thank you. Kindest regards, Richard C. Seneca, Esquire Enclosures P.O. Box 333 0 680 Yorktown Road Lewisberry, PA 17339 a (717) 932-6000 - Fax: (717) 932-1319 Seneca La Richard C. Seneca, � rseneca @senecalaw.com , GUIDING YOU THROUGH Richard J. Seneca, Law Clerk riseneca@senecalaw.com Ms. Tina Singleton 2368 Noel Circle Pottstown, PA 19464 Re: Estate of Margaret M. Smith. Deceased - No. 2011-01265 Dear Ms. Singleton: I represent Gretchen A. Steiner, S.S.J. in her capacity as Executrix for the Estate of Margaret M. Smith, Deceased. The First and Final Account of Gretchen A. Steiner, S.S.J., Executrix for the Estate of Margaret M. Smith, Deceased, will be filed today with the Clerk of the Orphans' Court Division of the Court of Common Pleas of Cumberland County, Pennsylvania and will be called for audit before The Honorable Albert H. Masland on November 26, 2013, at 9:30 a.m. in Courtroom No. 1 at the Cumberland County Courthouse, 1 Courthouse Square, Carlisle, PA 17013. Your interest in the estate consists of one-third of a 15% residuary interest. The court will be asked to approve the account as stated and to make awards in accordance with provisions of the Last Will and Testament of Margaret M. Smith dated May 25, 2010. Copies of the will, account, and Petition for Adjudication/Statement of Proposed Distribution which will also be filed today are enclosed for your convenience and may also be obtained by visiting or contacting the Cumberland County Clerk of the Orphans' Court Division, Room 102, 1 Courthouse Square, Carlisle, PA 17013, Telephone: (717) 240-6345. If you have any objections to any items in the account or if you disagree with the position the accountant has taken on any claim, you must file written objections with the Clerk of the Orphans' Court Division by 9:00 a.m. on the date of the session of court when the account is listed for audit; otherwise, the court may assume you have no objection and may approve the account as stated. If you have any questions regarding the contents of this letter, the account of the Executrix or the will of Margaret M. Smith, please contact the undersigned. Thank you. Kindest regards, p Richard C. Seneca, EsquireM Enclosures P.O. Box 333 - 680 Yorktown Road - Lewisberry, PA 17339 - (717) 932-6000 - Fax: (717) 932-1319 Seneca C. Seneca, Esq. rseneca @senecalaw.com JG U I D I N G YOU THROUGH Richard J. Seneca, Law Clerk riseneca @senecalaw.com Ms. Elizabeth Molnar 133 Carmen Drive Collegeville, PA 19426 Re: Estate of Margaret M. Smith. Deceased - No. 2011-01265 Dear Ms. Molnar: I represent Gretchen A. Steiner, S.S.J. in her capacity as Executrix for the Estate of Margaret M. Smith, Deceased. The First and Final Account of Gretchen A. Steiner, S.S.J., Executrix for the Estate of Margaret M. Smith, Deceased, will be filed today with the Clerk of the Orphans' Court Division of the Court of Common Pleas of Cumberland County, Pennsylvania and will be called for audit before The Honorable Albert H. Masland on November 26, 2013, at 9:30 a.m. in Courtroom No. 1 at the Cumberland County Courthouse, 1 Courthouse Square, Carlisle, PA 17013. Your interest in the estate consists of a 5% residuary interest. The court will be asked to approve the account as stated and to make awards in accordance with provisions of the Last Will and Testament of Margaret M. Smith dated May 25, 2010. Copies of the will, account, and Petition for Adjudication/Statement of Proposed Distribution which will also be filed today are enclosed for your convenience and may also be obtained by visiting or contacting the Cumberland County Clerk of the Orphans' Court Division, Room 102, 1 Courthouse Square,Carlisle, PA 17013,Telephone: (717) 240-6345. If you have any objections to any items in the account or if you disagree with the position the accountant has taken on any claim, you must file written objections with the Clerk of the Orphans' Court Division by 9:00 a.m. on the date of the session of court when the account is listed for audit; otherwise, the court may assume you have no objection and may approve the account as stated. If you have any questions regarding the contents of this letter, the account of the Executrix or the will of Margaret M. Smith, please contact the undersigned. Thank you. Kindest regards, Y etj r� Richard C. Seneca, Esquire Enclosures P.O. Box 333 m 680 Yorktown Road Lewisberry, PA 17339 (717) 932-6000 ® Fax: (717) 932-1319 Seneca Law Richard C. Seneca,rsenecaQsenecalaw.com , YOU THROUGH Richard J. Seneca, Law Clerk rjseneca@senecalaw.com Ms. Colleen Burda 1259 McKeehan Road New Bloomfield, PA 17068 Re: Estate of Margaret M. Smith, Deceased - No. 2011-01265 Dear Ms. Burda: I represent Gretchen A. Steiner, S.S.J. in her capacity as Executrix for the Estate of Margaret M. Smith, Deceased. The First and Final Account of Gretchen A. Steiner, S.S.J., Executrix for the Estate of Margaret M. Smith, Deceased, will be filed today with the Clerk of the Orphans' Court Division of the Court of Common Pleas of Cumberland County, Pennsylvania and will be called for audit before The Honorable Albert H. Masland on November 26, 2013, at 9:30 a.m. in Courtroom No. 1 at the Cumberland County Courthouse, 1 Courthouse Square, Carlisle, PA 17013. Your interest in the estate consists of a 5% residuary interest. The court will be asked to approve the account as stated and to make awards in accordance with provisions of the Last Will and Testament of Margaret M. Smith dated May 25, 2010. Copies of the will, account, and Petition for Adjudication/Statement of Proposed Distribution which will also be filed today are enclosed for your convenience and may also be obtained by visiting or contacting the Cumberland County Clerk of the Orphans' Court Division, Room 102, 1 Courthouse Square, Carlisle, PA 17013,Telephone: (717) 240-6345. If you have any objections to any items in the account or if you disagree with the position the accountant has taken on any claim, you must file written objections with the Clerk of the Orphans' Court Division by 9:00 a.m. on the date of the session of court when the account is listed for audit; otherwise, the court may assume you have no objection and may approve the account as stated. If you have any questions regarding the contents of this letter, the account of the Executrix or the will of Margaret M. Smith, please contact the undersigned. Thank you. Kindest regards, ' �i,D1wx��� M1�IJ�Nw Richard eneca, Esquire Enclosures P.O. Box 333 - 680 Yorktown Road © Lewisberry, PA 17339 - (717) 932-6000 - Fax: (717) 932-1319 > Seneca Law Richard C. Seneca, rsenecaQsenecalaw.com 4G U I D I N G YOU THROUGH Richard J. Seneca, Law Clerk October 22, 2013 gseneca@senecalaw.com Gretchen A. Steiner, S.S.J. St. Helena Convent, 610 Philadephia Pike Wilmington, DE 19809-2520 Re: Estate of Margaret M. Smith. Deceased - No. 2011-01265 Dear Sister Steiner: I represent Gretchen A. Steiner, S.S.J. in her capacity as Executrix for the Estate of Margaret M. Smith, Deceased. The First and Final Account of Gretchen A. Steiner, S.S.J., Executrix for the Estate of Margaret M. Smith, Deceased, will be filed today with the Clerk of the Orphans' Court Division of the Court of Common Pleas of Cumberland County, Pennsylvania and will be called for audit before The Honorable Albert H. Masland on November 26, 2013, at 9:30 a.m. in Courtroom No. I at the Cumberland County Courthouse, I Courthouse Square, Carlisle, PA 17013. Your interest in the estate consists of a specific bequest and a 25% residuary interest. The court will be asked to approve the account as stated and to make awards in accordance with provisions of the Last Will and Testament of Margaret M. Smith dated May 25, 2010. Copies of the will, account, and Petition for Adjudication/Statement of Proposed Distribution which will also be filed today are enclosed for your convenience and may also be obtained by visiting or contacting the Cumberland County Clerk of the Orphans' Court Division, Room 102, 1 Courthouse Square, Carlisle, PA 17013, Telephone: (717) 240-6345. If you have any objections to any items in the account or if you disagree with the position the accountant has taken on any claim, you must file written objections with the Clerk of the Orphans' Court Division by 9:00 a.m. on the date of the session of court when the account is listed for audit; otherwise, the court may assume you have no objection and may approve the account as stated. If you have any questions regarding the contents of this letter, the account of the Executrix or the will of Margaret M. Smith, please contact the undersigned. Thank you. Kindest regards, Richar °c"a, sgmr Enclosures P.O. Box 333 ° 680 Yorktown Road o Lewisberry, PA 17339 ° (717) 932-6000 o Fax: (717) 932-1319 rSeneca Law Richard C. Seneca, ,A rseneca@senecalaw.com JG U I D I N G YOU THROUGH Richard J. Seneca, Law Clerk October 22, 2013 riseneca@senecalaw.com The Church of the Good Shepherd (c/o Rev. Paul C. Helwig) 3534 Trindle Road Camp Hill, PA 17011 Re: Estate of Margaret M. Smith. Deceased - No. 2011-01265 Dear Rev. Helwig: I represent Gretchen A. Steiner, S.S.J. in her capacity as Executrix for the Estate of Margaret M. Smith, Deceased. The First and Final Account of Gretchen A. Steiner, S.S.J., Executrix for the Estate of Margaret M. Smith, Deceased, will be filed today with the Clerk of the Orphans' Court Division of the Court of Common Pleas of Cumberland County, Pennsylvania and will be called for audit before The Honorable Albert H. Masland on November 26, 2013, at 9:30 a.m. in Courtroom No. 1 at the Cumberland County Courthouse, 1 Courthouse Square, Carlisle, PA 17013. Your church's interest in the estate consists of a 10% residuary interest. The court will be asked to approve the account as stated and to make awards in accordance with provisions of the Last Will and Testament of Margaret M. Smith dated May 25, 2010. Copies of the will, account, and Petition for Adjudication/Statement of Proposed Distribution which will also be filed today are enclosed for your convenience and may also be obtained by visiting or contacting the Cumberland County Clerk of the Orphans' Court Division, Room 102, 1 Courthouse Square, Carlisle, PA 17013, Telephone: (717) 240-6345. If you have any objections to any items in the account or if you disagree with the position the accountant has taken on any claim, you must file written objections with the Clerk of the Orphans' Court Division by 9:00 a.m. on the date of the session of court when the account is listed for audit; otherwise, the court may assume you have no objection and may approve the account as stated. If you have any questions regarding the contents of this letter, the account of the Executrix or the will of Margaret M. Smith, please contact the undersigned. Thank you. Kindest regards, Richard C`.`SSeneca, Esquire Enclosures P.O. Box 333 - 680 Yorktown Road a Lewisberry, PA 17339 m (717) 932-6000 - Fax: (717) 932-1319 Seneca L Richard C. Seneca, aw rsenecaQsenecalaw.com , GUIDING YOU THROUGH Richard J. n October 22, 2013 Seneca, Law Clerk riseneca@senecalaw.com Sisters of Saint Joseph, St. Joseph Guild (c/o Mary Dacey, S.S.J.) Mount St. Joseph Convent, 9701 Germantown Avenue Philadelphia, PA 19118-2694 Re: Estate of Margaret M. Smith. Deceased - No. 2011-01265 Dear Sister Dacey: I represent Gretchen A. Steiner, S.S.J. in her capacity as Executrix for the Estate of Margaret M. Smith, Deceased. The First and Final Account of Gretchen A. Steiner, S.S.J., Executrix for the Estate of Margaret M. Smith, Deceased, will be filed today with the Clerk of the Orphans' Court Division of the Court of Common Pleas of Cumberland County, Pennsylvania and will be called for audit before The Honorable Albert H. Masland on November 26, 2013, at 9:30 a.m. in Courtroom No. 1 at the Cumberland County Courthouse, 1 Courthouse Square, Carlisle, PA 17013. Your organization's interest in the estate consists of a 10% residuary interest. The court will be asked to approve the account as stated and to make awards in accordance with provisions of the Last Will and Testament of Margaret M. Smith dated May 25, 2010. Copies of the will, account, and Petition for Adjudication/Statement of Proposed Distribution which will also be filed today are enclosed for your convenience and may also be obtained by visiting or contacting the Cumberland County Clerk of the Orphans' Court Division, Room 102, 1 Courthouse Square, Carlisle, PA 17013,Telephone: (717) 240-6345. If you have any objections to any items in the account or if you disagree with the position the accountant has taken on any claim, you must file written objections with the Clerk of the Orphans' Court Division by 9:00 a.m. on the date of the session of court when the account is listed for audit; otherwise, the court may assume you have no objection and may approve the account as stated. If you have any questions regarding the contents of this letter, the account of the Executrix or the will of Margaret M. Smith, please contact the undersigned. Thank you. Kindest regards, Richard 34n ca, Esquire Enclosures P.O. Box 333 - 680 Yorktown Road Lewisberry, PA 17339 0 (717) 932-6000 m Fax: (717) 932-1319 Seneca Law Richard C. Seneca, rsenecaQsenecalaw.com JG U I D I N G YOU THROUGH Richard J. Seneca, Law Clerk October 22, 2013 rjseneca@senecalaw.com Mr. George Steiner Regency Towers, Suite 234, 500 John F. Kennedy Boulevard Wildwood, NJ 08260 Re: Estate of Margaret M. Smith. Deceased - No. 2011-01265 Dear Mr. Steiner: I represent Gretchen A. Steiner, S.S.J. in her capacity as Executrix for the Estate of Margaret M. Smith, Deceased. The First and Final Account of Gretchen A. Steiner, S.S.J., Executrix for the Estate of Margaret M. Smith, Deceased, will be filed today with the Clerk of the Orphans' Court Division of the Court of Common Pleas of Cumberland County, Pennsylvania and will be called for audit before The Honorable Albert H. Masland on November 26, 2013, at 9:30 a.m. in Courtroom No. 1 at the Cumberland County Courthouse, 1 Courthouse Square, Carlisle, PA 17013. Your interest in the estate consists of a 15% residuary interest. The court will be asked to approve the account as stated and to make awards in accordance with provisions of the Last Will and Testament of Margaret M. Smith dated May 25, 2010. Copies of the will, account, and Petition for Adjudication/Statement of Proposed Distribution which will also be filed today are enclosed for your convenience and may also be obtained by visiting or contacting the Cumberland County Clerk of the Orphans' Court Division, Room 102, 1 Courthouse Square, Carlisle, PA 17013, Telephone: (717) 240-6345. If you have any objections to any items in the account or if you disagree with the position the accountant has taken on any claim, you must file written objections with the Clerk of the Orphans' Court Division by 9:00 a.m. on the date of the session of court when the account is listed for audit; otherwise, the court may assume you have no objection and may approve the account as stated. If you have any questions regarding the contents of this letter, the account of the Executrix or the will of Margaret M. Smith, please contact the undersigned. Thank you. Kindest regards, Richard C. eneca 'squire � Enclosures P.O. Box 333 - 680 Yorktown Road - Lewisberry, PA 17339 - (717) 932-6000 - Fax: (717) 932-1319 Re: ESTATE OF MARGARET M. SMITH, : CUMBERLAND COUNTY, DECEASED : PENNSYLVANIA ORPHANS' COURT DIVISION NO. 2011-01265 M n M m Tc) nC> FIRST AND FINAL ACCOUNT OF ° GRETCHEN A. STEINER, S.S.J., EXECUTRIX FOR THE' u� ° t ESTATE OF MARGARET M. SMITH, DECEASED'= r� v -U cca co ...J C: Date of Death: November 8, 2011 =', -'"• Date of Incapacity, if any: None = Date of Executor's Appointment: November 28, 2011 o� -Dates of Advertisement of Grant of Letters "-1 Testamentary: Cumberland Law Journal: December 23 & 30, 2011, January 6, 2012; The Central Penn Business Journal: December 23, 2011, January 6 & 13, 2012. Account for the Period: November 9, 2011 to September 30, 2013 Purpose of Account: The Executrix offers this Account to acquaint interested parties with the transactions that have occurred during the Administration of the Estate. Accountant: Gretchen A. Steiner, S.S.J. St. Helena Convent 610 Philadelphia Pike Wilmington, DE 19809-2520 It is important that the Account be carefully examined. Requests for additional information, questions, or objections can be discussed with the below attorney for the accountant: Richard C. Seneca, Esquire PA Supreme Court I.D. No. 49807 Seneca Law P.O. Box 333 680 Yorktown Road Lewisberry, PA 17339 (717) 932-6000 -1- SUMMARY OF ACCOUNT & INDEX PAGE Principal Receipts: Assets Listed in Inventory $161,295.80 4 Subsequent Receipts $9,536.25 4 $170,832.05 4 Less Disbursements: Funeral Expenses $350.00 4 Refunds $1,052.39 4 Administration Costs, Fees & Expenses $27,799.00 4-5 Other Disbursements $4,248.27 5 Total Disbursement of Principal: - $33,449.66 5 Net Gain on Sales or Disposition $2,802.05 6 Receipts of Income $2,688.98 6 Partial & Completed Distributions $3,470.00 7 Balance before Final Distribution/Balance on Hand $139,403.42 8 Statement of Proposed Distribution 7-8 Verification 9 Certificate of Notice 10 -2- PRINCIPAL RECEIPTS ASSETS LISTED IN INVENTORY (Valued as of Date of Death) Annuities The Hartford (Annuity) $8,692.85 Bank Accounts PNC Checking Account No. 5004894366 $4,672.41 Merrill Lynch - Account #81244331 - Cash balance $.38 Merrill Lynch - Account #81244331 - ML Bank Deposit Program $302.00 Investment Funds American Funds Capital Index, Class A (CAIBX) - 200.2090 shares @ 49.77 per share. $9,964.40 American Funds Inc. Fund of Amer. Class A (AMECX) - 1,671.6590 shares @ 16.75 per share. $28,000.28 Eaton Vance Tax - Managed Global Dividend Inc. Fund Class C (ECDIX) - 3,723.1980 shares @ 9.35 per share. $34,811.90 J.P. Morgan Growth, Advantage Fund Class C (JGACX) - 1,142.246 shares @ 8.28 per share. $9,457.80 PIMCO All Asset Fund Class C (PASCX) - 4,346.484 shares @ 11.97 per share. $52,027.41 Refunds Bethany Village - Refund of standard entrance fee for apartment. $3,945.21 Myers-Harner Funeral Home - Refund of obituary fee. $7.00 Other Assets Bank of America Fair Fund Administrator Distribution Payment $24.16 -3- Decedent's Personal Property as appraised. $9,140.00 Miscellaneous Clothing $250.00 TOTAL: $161,295.80 SUBSEQUENT RECEIPTS 11/18/2011 The Hartford Annuity Payment $188.71 11/30/2011 State Employees' Retirement System Payment $607.15 12/20/2011 The Hartford Annuity Payment $183.65 12/30/2011 State Employees' Retirement System Payment $607.15 02/11/2012 Estate Account Opening Deposit (Advanced by Seneca Law) $100.00 04/02/2012 Additional The Hartford Annuity Payout $92.45 04/04/2012 PNC Bank Statement Check Images Fee Refund $6.00 09/16/2013 Inheritance Tax Advance Refund $7,751.14 TOTAL PRINCIPAL RECEIPTS: $170,832.05 DISBURSEMENT OF PRINCIPAL FUNERAL EXPENSES 02/24/2012 Myers-Harner Funeral Home $350.00 REFUNDS 02/24/2012 State Employees' Retirement System Overpayment $1,052.39 ADMINISTRATION COSTS, FEES & EXPENSES 02/24/2012 Seneca Law (Reimbursement for inheritance tax advance) $25,000.00 02/13/2013 U.S. Treasury (Fiduciary Tax Payment) $2,015.00 02/13/2013 PA Dept. of Revenue (Fiduciary Tax Payment) $334.00 -4- 02/13/2013 Greenawalt & Co. (Tax Preparation Fee) $450.00 OTHER DISBURSEMENTS 11/14/2011 Pre-Date of Death PNC Bank Checks Processed $450.66 11/15/2011- 04/13/2012 PNC Bank Statement Check Images Fee $18.00 02/25/2012 Auction price losses on jewelry (Difference between appraised value and price paid at auction for jewelry items included in "Decedent's Personal Property as appraised." on inventory.) $1,860.00 02/25/2012 Kerry Pae Auctioneers (Commission for jewelry auction.) $315.75 04/02/2012 Loss on sale of Optelec Clearview monitor/magnifier (Difference between appraised value and private sale price paid for machine included in "Decedent's Personal Property as appraised." on inventory as a result of missing components.) $85.00 06/11/2012 CitiCard Credit Card Payment $113.86 07/17/2012 Derfler's Auction (Remaining condominium property removal, hauling, and disposal fee)' $1 ,405.00 TOTAL DISBURSEMENT OF PRINCIPAL: $33,449.66 PRINCIPAL GAINS OR LOSSES ON SALES OR OTHER DISPOSITIONS FROM DATE OF DEATH VALUES 02/13/2011 GAIN LOSS American Funds Capital Index, Class A (CAIBX) $154.82 American Funds Inc. Fund of Amer. Class A (AMECX) $964.22 'Paid by transfer of remaining property in condominium to Derfler's Auction with fair market value of $1,405.00 based on property appraisal. -5- Eaton Vance Tax- Managed Global Dividend Inc. Fund Class C(ECDIX) $962.68 J.P. Morgan Growth, Advantage Fund Class C (JGACX) $725.68 PIMCO All Asset Fund Class C (PASCX) 535 NET GAIN: $2,802.05 RECEIPTS OF INCOME 11/09/2011- Merrill Lynch -Account#81244331 - ML Bank 02/13/2012 Deposit Program (Dividends Paid & Interested Earned) $2,688.98 TOTAL RECEIPTS OF INCOME: $2,688.98 -6- STATEMENT OF PROPOSED DISTRIBUTION Unless otherwise noted, distributions to beneficiaries are based on percentage shares of the estate as set forth in Section Fourth of the Last Will and Testament of Margaret M. Smith. The Attorney Fee distribution is based on the calculation of 5% of the gross value of the estate. PARTIAL & COMPLETED DISTRIBUTIONS TO BENEFICIARIES 02/19/2012 TO: Rosalie Smith $390.00 TO: Gretchen A. Steiner, S.S.J.' $505.00 TO: Tina Singleton $650.00 TO: John McNamara" $555.00 TO: Colleen Burda4 $500.00 TO: Stacey Hires' $195.00 TO: Sallyanne Reidenhour" $285.00 TO: Elizabeth Molnar° $390.00 Total Partial and Completed Distributions: $3,470.00 'This constitutes a complete specific bequest distribution in accordance with Sections Third A. and B. of the Last Will and Testament of Margaret M. Smith which bequeath a grandfather clock($325.00)and a wall mirror ($65.00)to Rosalie Smith. 'This constitutes a complete specific bequest distribution in accordance with Sections Third C. and Third D. of the Last Will and Testament of Margaret M. Smith which bequeath a painting,"The Presence"($55.00)and all clothing items($250.00)to Gretchen A. Steiner, S.S.J. This distribution amount also includes the value of personal property($200.00)purchased from the estate by Gretchen A. Steiner, S.S.J. in accordance with the procedure set forth in Footnote 4 below. 4These distributions constitute the value of personal property purchased by beneficiaries named in the Last Will and Testament of Margaret M.Smith in accordance with Section Seventh of the Last Will and Testament authorizing the sale of personal property to beneficiaries with the purchase price of such property deducted from each beneficiary's residuary share of the estate. -7- r PROPOSED FINAL DISTRIBUTION BALANCE ON HAND: $139,403.42 TO: Seneca Law (Attorney Fee) $8,816.15 Seneca Law (Expenses Advanced)$ $2,058.94 TO: Gretchen A. Steiner, S.S.J. (Executrix Commission) $2,500.00 Gretchen A. Steiner, S.S.J. (25% residuary share)6 $32,000.83 TO: John McNamara (10% residuary share)6 $12,325.33 TO: George.Steiner (1.5% residuary share) $19,320.49 TO: Sallyanne Reidenhour (5% residuary share)6 $6,155.17 TO: Kimberly McClellan (1/3 of 15% residuary share) $6,440.17 TO: Stacey Hires (1/3 of 15% residuary share)6 $6,245.17 TO: Tina Singleton (1/3 of 15% residuary share)' $5,790.17 TO: Elizabeth Molnar (5% residuary share)6 $6,050.17 TO: Colleen Burda (5% residuary share)6 $5,940.17 TO: The Church of the Good.Shepherd(10%residuary share) $12,880.33 TO: Sisters of Saint Joseph, St. Joseph Guild (10%residuary share) $12.880.33 TOTAL FINAL DISTRIBUTION: $139,403.42 Gretchen A. Steiner, S.S.J. Executrix for the Estate of Margaret M. Smith, Deceased 'Register of Wills initial probate fees:$327.50;M&T Bank estate account opening deposit advanced: $100.00;Cumberland law Journal notice publication fee: $75.00;Central Penn Business Journal notice publication fee:$150.00;Shipping fee advanced to ForSight Vision for magnifying machine replacement part for sale purposes: .$9.12;Short Certificates fee:$15.00; Death Certificates fee: $36.00; Interest paid on credit line advance for inheritance tax payment advanced:$84.42; Register of Wills inheritance tax filing fee:$30.00; Federal Express shipping charges:$98.97; Greenawalt& Company personal income tax preparation fee advanced: $425.00;Kerry Pae Auctioneers personal property appraisal fee advanced:$375.00; Postage:$67.93; First and Final Account riling fees:$265.00. `These final distribution amounts are less than the percentages stated as a result of partial distributions made to beneficiaries as described on Page 7 of this account. -8- VERIFICATION Gretchen A. Steiner, S.S.J., Executrix for the Estate of Margaret M. Smith, Deceased hereby declares under oath that she has fully and faithfully discharged the duties of her office; that the forgoing First and Final Account is true and correct and fully discloses all significant transactions occurring during the accounting period; that all known claims outstanding against the Estate have been paid in full; that, to her knowledge, there are no claims 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 filing of the foregoing First and Final Account. This statement is made subject to the penalties of 18 Pa.C.S.A. Section 4904 relating.to unsworn falsification to authorities. Date,: x to - i d i3 Gretchen A. Steiner, S.S.J. -9- Re: ESTATE OF MARGARET M. SMITH, : CUMBERLAND COUNTY, DECEASED : PENNSYLVANIA ORPHANS' COURT DIVISION NO. 201 1-01 265 CERTIFICATE OF NOTICE I hereby certify that on October 22, 2013, 1 provided written notice to the following individuals of the filing of this account and its call for audit pursuant to Pa.O.C. Rule 6.3 and Cumberland County Orphans' Court Local Rule 6.3-1 by sending such notice by United States Mail, First Class, postage prepaid, at Lewisberry, Pennsylvania to: Rosalie Smith John McNamara Sallyanne Reidenhour 621 Brenneman Drive 800 Sandra Lane 2563 Willow Brook Lane Lewisberry, PA 17339 Norristown, PA 19403 Pottstown, PA 19464 Kimberly McClellan Stacey Hires Tina Singleton 46 Doe Run Lane 977 East Valley Road 2368 Noel Circle Pottstown, PA 19464 Pottstown, PA 19464 Pottstown, PA 19464 Elizabeth Molnar Colleen Burda Gretchen A. Steiner, S.S.J. 133 Carmen Drive 1259 McKeehan Road St. Helena Convent Collegeville, PA 19426 New Bloomfield, PA 17068 610 Philadelphia Pike Wilmington, DE 19809-2520 The Church of the Good Shepherd Sisters of St.Joseph, St.Joseph Guild George Steiner c/o Rev. Paul C. Helwig c/o Mary Dacey, S.S.J. Regency Towers, Suite 234 3534 Trindle Road Mount St. Joseph Convent 500 John F. Kennedy Boulevard Camp Hill, PA 17011 9701 Germantown Avenue Wildwood, NJ 08260 Philadelphia, PA 19118-2694 Richard C. Seneca, Esquire PA Supreme Court I.D. No. 49807 Seneca Law P.O. Box 333 680 Yorktown Road Lewisberry, PA 17339 (717) 932-6000 Counsel for Gretchen A. Steiner, S.S.J., Executrix for the Estate of Margaret M. Smith, Deceased: -10-