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Home My WebLink About01-14-14 �`c�� (�o. 2� DECEDENT'S ESTATE �, ;�: � .� � � 0 � =° � � � -� � � � � � � COURT OF COMMON PLEAS OF � � � h-� c=:� �;� CUMBERLAND COUNTY, PENNSYLVANIA � c.� � -`" =�� `'`' ORPHANS' COURT DIVISION "� r, ,.,,�, `�t� �, K� c-. �:, _,.0 � ;.�, :3 �.. . � �_A ... ;�'� �'7 �9 G'� �,"t ,,, t—� (;'} Cx ESTATE OF Dorothy E.Wheeler Kressler �, DECEASE� � No. 21-13-0405 PETITION FOR ADJUDICATION/ STATEMENT OF PROPOSED DISTRIBUTION PURSUANT TO Pa. O.C. RULE 6.9 This form may be used in all cases involving the Audit of the Account of a Decedent's Estate. If space is insufficient, riders may be attached. Attach the spouse's election, if any; the papers required under items 8-19 inclusive; and any instrument pertinent to the adjudication. INCLUDE ATTACHMENTS AT THE BACK OF THIS FORM. Name of Counsel: Bradley L Griffie Supreme Court I.D. No.: 34349 Name of Law Firm: Griffie 8�Associates, P.C. Address: 200 North Hanover Street Carlisle, PA 17013 Telephone: 717-243-5551 Fax: 717-243-5063 E-mail: bgriffie griffielaw.com Form OC-01 Rev.10-13-2006 Copyright(c)2006 form software only The Lackner Group,Inc. P89@ 1 Of 1 O „_ ., �. .n � �... Estate of Dorothy E.Wheeler Kressler , Deceased 1. Name(s) and address(es) of Petitioner(s): "ame: Harry L.Wheeler Add�ss: 72g Harding Drive Elizabethtown, PA 17022 Identify any executors or administrators who have not joined in the Petition for Adjudication and Statement of Proposed Distribution and Account and state reason: Is this the first accounting by this fiduciary?......................................................................... � Yes ❑ No If not, identify prior accountings, the accounting periods covered, and the date of adjudication of the prior accounting. 2. Decedent died on 03/29/2013 � Letters Testamentary or ❑ Letters of Administration were granted to Petitioner(s) on 04/10/2013 Date of Will (if applicab/e): 04/21/2009 Date(s) of Codicil(s) (if applicable): Date of probate (if different from date Letters granted): Was a bond required? ❑ Yes � No If yes, state amount: Are proofs of advertising of the grant of Letters attached? .......................................... � Yes ❑ No Dates of advertising of the grant of Letters: 04120/2013 04/27/2013 05/04/2013 04/26/2013 05103/2013 05/10/2013 Form OC-O�Rev.10-13-2006 Copyright(c)2006 form software only The Lackner Group,Inc. P89@ 2 Of 1 O Estate of Dorothy E.Wheeler Kressler , Deceased 3. Was decedent survived by a spouse?....................................................................... ❑ Yes � No If yes, name of the surviving spouse: 4. Has the surviving spouse filed to take an elective share?......................................... ❑ Yes ❑ rvo (� Section 2201 et ssle . of the Probate, Estates and Fiduciaries Code) If yes, date of election: 5. In the case of an intestacy, state the names of the decedenYs surviving children or surviving issue of deceased children (if none, so state): 6. Did the decedent marry after execution of Will or Codicil(s)?.............................................. ❑ Yes � ►vo 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: 7. If required by the Medical Assistance Estate Recovery Act, 62 P.S. §1412, was a request for a statement of claim sent to the Department of Public Welfare? ..................................................................................... ❑ Yes � No Form�C-01 Rev.10-13-2006 Copyright(c)2006 form software only The Lackner Group,Inc. P89E 3 Of 1 O Estate of Dorothy E.Wheeler Kressier , 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 charitabte interest is involved, Notice of the Audit has been or will also be given to the Attorney General as required under Pa. O.C. Rule 5.5. In addition, the Attorney General's clearance certificate (or proof of service of Notice and a copy of such Notice) must be submitted herewith or at the Audit. 9. List all parties (charitable and non-charitable) of whom Petitioner(s) has/have notice or knowledge, having or claiming any interest in the estate as beneficiaries under the Will or Codicil(s) or as intestate heirs if there is a complete or partial intestacy: A. State each party's relationship to the decedent and the nature of each party's interest(s): Name and Address of Each Part in Interest Relationship and Comments,if any Inte2st See attached schedule Form OC-01 Rev.10-13-2006 Copyright(c)2006 form software only The Lackner Group,Inc. P8g@ 4 Of'I O , �„ x Beneficiaries or Heirs (continuation of Question #9A) Estate of Dorothy E.Wheeler Kressler , Deceased Name and Address of Each Party in Interest Relationship and Comments,if any Interest Sophia Rike Great-granddaughter $500.00 c/o Tonya Rike 34? East Main Street Lititz, PA 17543 Cecilia Rike Great-granddaughter $500.00 c/o Tonya Rike 347 East Main Street Lititz, PA 17543 Tonya Wheeler Rike Granddaughter $1,000.00 347 East Main Street Lititz, PA 17543 Seth Cobaugh Great-grandson $500.00 clo Tena Brown 304 Sherman Avenue Carlisle, PA 17013 Lea Cobaugh Great-granddaughter $500.00 c/o Tena Brown 304 Sherman Avenue Carlisle, PA 17013 Emily Cobaugh Great-granddaughter $500.00 302 Sherman Avenue Carlisle, PA 17013 Tena Wheeler Brown Granddaughter $1,000.00 304 Sherman Avenue Carlisle, PA 17013 Lindsay Wheeler Great-granddaughter $500.00 c/o Todd Wheeler 209 Green Hill Road Newville, PA 17241 Todd Wheeler Grandson $1,000.00 209 Green Hill Road Newville, PA 17241 Hannah Wheeler Great-granddaughter $500.00 1 Country Manor Lane New Freedom, PA 17349 Form OC-01 Rev. 10-13-06 Beneficiaries or Heirs (continuation of Question #9A) Estate of Dorothy E.Wheeler Kressler , Deceased Name and Address of Each Party in Interest Relationship and Comments,if any Interest Zachary Wheeler Great-grandson $500.00 1 Country Manor Lane New Freedom, PA 17349 Lauren Wheeler Great-granddaughter $500.00 1 Country Manor Lane New Freedom, PA 17349 Tedd Wheeler Grandson $1,000.00 1 Country MAnor Lane New Freedom, PA 17347 Claire M. Hartinger Great-granddaughter $500.00 c/o Nancy J. Hartinger 1553 Bonbar Road York, PA 17403 Sarah E. Hartinger Great-granddaughter $500.00 c/o Nancy J. Hartinger 1553 Bonbar Road York, PA 17403 Julianne R.Wheeler Great-granddaughter $500.00 c/o David L.Wheeler 615 Arbor Rose Avenue Mount Joy, PA 17552 Grace C.Wheeler Great-granddaughter $500.00 c/o David L.Wheeler 615 Arbor Rose Avenue Mount Joy, PA 17552 Howard T.Jefferson III Great-grandson $500.00 c/o Pamela J.Jefferson 12583 Oakemere Drive Pickerington, OH 43147 Nancy J. Hartinger Granddaughter $1,000.00 1553 Bonbar Road York, PA 17403 David L.Wheeler Grandson $1,000.00 615 Arbor Rose Avenue Mount Joy, PA 17552 Form OC-01 Rev. 10-13-06 Beneficiaries or Heirs (continuation of Question#9A) Estate of Dorothy E.Wheeler Kressler , Deceased Name and Address of Each PaKy in/nterest Relationship and Comments,if any Interest Pamela J.Jefferson Granddaughter $1,000.00 12583 Oakemere Drive Pickerington, OH 43147 Brett L.Wheeler 11 Great-grandson $500.00 c/o Brett L.Wheeler 1832 Williamsburg Road Lexington, KY 40504 Ayana Wheeler Great-granddaughter $500.00 1832 Williamsburg Road Lexington, KY 40504 Brett L.Wheeler Grandson $1,000.00 1832 Williamsburg Road Lexington, KY 40504 Jordan R. Swick Great-grandson $500.00 c/o Kristin K. Swick 302 Tschiffely Square Road Gaithersburg, MD 20878 Jared W. Swick Great-grandson $500.00 c/o Kristin K. Swick 302 Tschiffely Square Road Gaithersburg, MD 20878 Kristin K. Swick Granddaughter $1,000.00 302 Tschiffely Square Road Gaithersburg, MD 20878 Donald K.Wheeler Son 1/3 of Residue 340 Firstwatch Drive Moneta,VA 24121 Roger L.Wheeler Son 1/3 of Residue 3 Jackson Drive Elizabethtown, PA 17022 Harry L. Wheeler Son 1/3 of Residue 729 Harding Drive Elizabethtown, PA 17022 Form OC-01 Rev. 10-13-06 Estate of Dorothy E.Wheeler Kressler , Deceased Name and Address of Each Party in Interest Relationship and Comments,if any Interest B. Identify each party who is not sui juris (e.g., minors or incapacitated persons). For each such party, give date of birth, the name of each Guardian and how each Guardian was appointed. If no Guardian has been appointed, identify the next of kin of such party, giving the name, address and relationship of each. See attached schedule 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). D. If distribution is to be made to the personal representative of a deceased party, state date of death, date and place of grant of Letters and type of Letters granted. Form OC-O�Rev.10-13-2006 Copyright(c)2006 form software only The Lackner Group,Inc. P898 5 Of 1 O Estate of Dorothy E.Wheeler Kressler , Deceased 10. Other than the claim for the family exemption, list the names of all known ctaimants and the amount of their claims and state whether each ctaim is admitted. Name and Address of Each Claimant Amount of Claim Claim Wil/Claim Admitted? Be Paid in Full? Above Attachment Total 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?.......................................................................................... ❑ ves � n►o Was family exemption allowed?.......................................................................................... ❑ Yes � No Family exemption claimanYs name and relationship: Name: Relationship: Form OC-O'I Rev.10-13-2006 Copyright(c)2006 form software only The Lackner Group,Inc. P892 Fi Of 1 O Estate of Dorothy E.Wheeler Kressler , 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 lnterest 06/28/2013 13,205.05 13. On the date of death, was the decedent a fiduciary (personal representative, trustee, guardian, agent under power of attorney) or surety on the bond of a fiduciary?................................................................ ❑ Yes � No If yes, provide the name of the estate, indicate whether an account has been filed and confirmed absolutely and all awards performed, or, in the alternative, how the 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 Paragraph 9 above?............................................................ ❑ Yes � No 15. If Petitioner(s) has/have knowledge that a share has been assigned, renounced, disclaimed or attached, provide a copy of the assignment, renunciation, disclaimer or attachment, together with any relevant supporting documentation. Form OC-O'l Rev.10-13-2006 Copyright(c)2006 form software only The Lackner Group,Inc. P89@�Of'I O Estate of Dorothy E. Wheeler Kressler , Deceased 16. Had the decedent been adjudicated an incapacitated person?........................................... ❑ Yes � No If yes, attach a copy of the Order if available; otherwise state Court, term, number, date, and name of Hearing Judge. 17. A. List or attach a separate list of additional receipts and disbursements since the closing date of the Account. Date Description Amount B. Has notice of the additional receipts and disbursements been given to the parties identified in Paragraph 9 above?................................................... ❑ Yes � No 18. If a reserve is requested, state amount and purpose. Amount: Purpose: If a reserve is requested for counsel fees, has notice of the amount of fees to be paid from the reserve been given to the partiesin interest?................................................................................................. ❑ Yes � tvo If so, attach a copy of the notice. 19. Is the Court being asked to direct the filing of a Schedule of Distribution?................................................................................ ❑ Yes � No Asto real estate only?......................................................................................................... ❑ Yes ❑ rvo Form OC-01 Rev.10-13-2006 Copyright(c)2006 form software only The Lackner Group,Inc. P892 H Of 1 O Estate of Dorothy E.Wheeler Kressler , 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 Distributee(s) Amount Proportion Donald K.Wheeler 1/3 of Residue Roger L.Wheeler 1/3 of Residue Harry L.Wheeler 1/3 of Residue B. Principal: Proposed Distnbutee(s) Amount Proportion Sophia Rike 500.00 Cecilia Rike 500.00 Tonya Wheeler Rike 1,000.00 Seth Cobaugh 500.00 Lea Cobaugh 500.00 Emily Cobaugh 500.00 Tena Wheeler Brown 1,000.00 Lindsav Wheeler 500.00 See continuation schedule attached Submitted By: (All petitioners must sign. Add additional lines if necessa ): '`�� f �L� i ! Z�f Name of itioner: Harry L.Wheeler Name of Petitioner: Name of Petitioner: Form OC-01 Rev.10-13-2006 Copyright(c)2006 form software only The Lackner Group,Inc. PBgB 9 Of 1 O Pronosed Distributions of Princinal (continuation of Page 9) Estate of Dorothy E.Wheeler Kressler , Deceased B. Principal: Proposed Distributee(s) Amount Proportion Todd Wheeler 1.000.00 Hannah Wheeler 500.00 Zachary Wheeler 500.00 Lauren Wheeler 500.00 Tedd Wheeler 1.000.00 Claire M. Hartinger 500.00 Sarah E. Hartinger 500.00 Julianne R.Wheeler 500.00 Grace C.Wheeler 500.00 Howard T.Jefferson 111 500.00 Nancy J. Hartinger 1.000.00 David L.Wheeler 1.000.00 Pamela J.Jefferson 1.000.00 Brett L.Wheeler II 500.00 Ayana Wheeler 500.00 Brett L.Wheeler 1.000.00 Jordan R. Swick 500.00 Jared W. Swick 500.00 Kristin K. Swick 1.000.00 Donald K.Wheeler 1/3 of Residue Roger L.Wheeler 1/3 of Residue Harry L.Wheeler 1/3 of Residue Form OC-01 Rev. 10-13-06 Estate of Dorothy E.Wheeler Kressler , Deceased Verification of Petitioner (Verification must be by at least one petitioner.) The undersigned hereby verifies" [that n�sne is r�r�e of the above-named nameofcorporation and] that the facts set forth in the foregoing Petition for Adjudication/Statement of Proposed Distribution which are within the personal knowledge of the Petitioner are true, and as to facts based on the information of others, the Petitioner, after diligent inquiry, believes them to be true; and that any false statements herein are made subject to the penalties of 18 Pa. C.S. §4904 (relating to unsworn falsification to authorities). � aj i3 �) Signature Petitioner Harry L.Whe ler Signature of Petitioner Signature of Petitioner 'Corporate petitioners must comp/ete bracketed information. Certification of Counsel The undersigned counsel hereby certifies that the foregoing Petition for Adjudication/ Statement of Proposed Distribution is a true and accurate reproduction of the form Petition authorized by the Supreme Court, and that no changes to the form have been made beyond the responses herein. ��__.-,--'""""�� f�r,..,.-.--'�" S� sel for Petitioner y riffie Form OC-O�Rev.10-13-2006 Copyright(c)2006 fortn software only The Lackner Group,Inc. P892 'I O Of'I O 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: April 26 May 3 and May 10 2013 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. /'l%(�— isa arie Coyne, Editor SWO O AND SUBSCRIBED before me this 10 da o� ,y 2013 �' - Notary Kressler,Dorothy E.Wheeler,dec'd. Late of Carlisle Borough. Executor: Harry L. Wheeler c/o Bradley L. Griffie,Esquire, Griffie '��°'°�'�'�� &Associates, 200 North Hanover NUTARIAL SEAL Street, Carlisle,PA 17013. DEBORAN A COL�INS Attorneys: Bradley L. Griffie, Es= Notaty PubliC quire,Gxifl'ie&Associates. CARUSLE BOROUGN,CUMBERLAND COUNTY Nfy Commission Expires Apr 28,2014 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 13th, 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&May 4,2013 COPY OF NOTICE OF PUBLICATION Affiant further deposes that he/she is not interested in the subject matter of the aforesaid notice or advertisement, and that all allegations in the foregoing statement as � . to time, place and character of publication � are e. � Sworn t and subscribed before me this �l� Z� �3 � Notary Public My commission expires: NOTARIAL SE.4L BAMBI ANN HECKENDORN Notary Public CARLISLE BGROUGH, CUMaERLAND CNTY iJ�y Commission Expires Jan 27, 2D14 Attachment to 8A Tena Wheeler Brown 304 Sherman Avenue Carlisle, PA 17013 Emily Cobaugh 304 Sherman Avenue Carlisle, PA 17013 Lea Cobaugh c/o Tena Brown 304 Sherman Avenue Carlisle, PA 17013 Seth Cobaugh c/o Tena Brown 304 Sherman Avenue Carlisle, PA 17013 Claire M. Hartinger c/o Nancy J. Hartinger 1553 Bonbar Road York, PA 17403 Nancy J. Hartinger 1553 Bonbar Road York, PA 17403 Sarah E. Hartinger c/o Nancy J. Hartinger 1553 Bonbar Road York, PA 17403 Howard T. Jefferson, III c/o Pamela J. Jefferson 12583 Oakemere Drive Pickerington, OH 43147 Pamela J. Jefferson 12583 Oakemere Drive Pickerington, OH 43147 Cecilia Rike c/o Tonya Rike 347 East Main Street Lititz, PA 17543 Sophia Rike c/o Tonya Rike 347 East Main Street Lititz, PA 17543 Tonya Wheeler Rike 347 East Main Street Lititz, PA 17543 Jared W. Swick c/o Kristin K. Swick 302 Tschiffely Square Road Gaithersburg, MD 20878 Jordan R. Swick c/o Kristin K. Swick 302 Tschiffely Square Road Gaithersburg, MD 20878 Kristin K. Swick 302 Tschiffely Square Road Gaithersburg, MD 20878 Ayana Wheeler 1832 Williamsburg Road Lexington, KY 40504 Brett L. Wheeler 1832 Williamsburg Road Lexington, KY 40504 Brett L. Wheeler, II c/o Brett L. Wheeler 1832 Williamsburg Road Lexington, KY 40504 David L. Wheeler 615 Arbor Rose Avenue Mount Joy, PA 17552 Grace C. Wheeler c/o David L. Wheeler 615 Arbor Rose Avenue Mount Joy, PA 17552 Hannah Wheeler 1 Country Manor Lane New Freedom, PA 17349 Julianne R. Wheeler c/o David L. Wheeler 615 Arbor Rose Avenue Mount Joy, PA 17552 Lauren Wheeler 1 Country Manor Lane New Freedom, PA 17349 Lindsay Wheeler c/o Todd Wheeler 209 Green Hill Road Newville, PA 17241 Tedd Wheeler 1 Country Manor Lane New Freedom, PA 17349 Todd Wheeler 209 Green Hill Road Newville, PA 17241 Zachary Wheeler 1 Country Manor Lane New Freedom, PA 17349 Donald K. Wheeler 340 Firstwatch Drive Moneta, VA 24121 Harry L. Wheeler 729 Harding Drive Elizabethtown, PA 17022 Roger L. Wheeler 3 Jackson Drive Elizabethtown, PA 17022 Attachment to 9B Lea Cobaugh c/o Tena Brown (Mother) 304 Sherman Avenue Carlisle, PA 17013 DOB: 12/28/1996 Seth Cobaugh c/o Tena Brown (Mother) 304 Sherman Avenue Carlisle, PA 17013 DOB: 1/7/2000 Cecilia Rike c/o Tonya Rike (Mother) 347 East Main Street Lititz, PA 17543 DOB: 1/9/2003 Sophia Rike c/o Tonya Rike (Mother) 347 East Main Street Lititz, PA 17543 DOB: 11/9/2005 Jared W. Swick c/o Kristin K. Swick (Mother) 302 Tschiffely Square Road Gaithersburg, MD 20878 DOB: February 28, 1997 Jordan R. Swick c/o Kristin K. Swick(Mother) 302 Tschiffely Square Road Gaithersburg, MD 20878 DOB: June 30, 1999 Brett L. Wheeler, II c/o Brett L. Wheeler (Father) 1832 Williamsburg Road Lexington, KY 40504 DOB: June 27, 2003 Howard T. Jefferson, III c/o Pamela J. Jefferson (Mother) 12583 Oakemere Drive Pickerington, OH 43147 DOB: August 13, 1997 Grace C. Wheeler c/o David L. Wheeler (Father) 615 Arbor Rose Avenue Mount Joy, PA 17552 DOB: January 5, 2000 Julianne R. Wheeler c/o David L. Wheeler (Father) 615 Arbor Rose Avenue Mount Joy, PA 17552 DOB: September 27, 2002 Claire M. Hartinger c/o Nancy J. Hartinger (Mother) 1553 Bonbar Road York, PA 17403 DOB: August 12, 2004 Sarah E. Hartinger c/o Nancy J. Hartinger (Mother) 1553 Bonbar Road York, PA 17403 DOB: March 9, 2000 � �,q�. 2� In the Court of Common Pleas of Cumberland County, Pennsylvania Orphans' Court Division File No. 21-13-0405 Estate of Dorothy E.Wheeler Kressler, Deceased Late of Borough of Carlisle �-�, � - � r'�n First and Final Account � � `I, � � rn =;� c-, ._� cn � � �..� � �� y;� � �.y w..;� �-�-4 _x, _ �.,, -� -,::� _:.. ,:,�� .�.y �.n -- ..... 'r'`; �',�r r:,^, Harry L. Wheeler, Executor ` r �� , "�" '` ��t � ' _,� (- <_, ' � � � . . ;.. r__. . ,,.., ��::�,� ,... ._ . . _ . F..... p..�_ .,,� � , ;, �...� ._ � �a t,,,> c:;i . —r� Date of Death: 03/29/2013 Date of Incapacity, if any: None Date of Executor's Appointment: 04/10/2013 Date of First Complete Advertisement: Accounting for the period: 03/29/2013 to 12/31/2013 Purpose of Account: Harry L.Wheeler, Executor, offers this Account to acquaint interested parties with the transactions that have occurred during the Administration. It is important that the Account be carefully examined. Requests for additional information or questions or objections can be discussed with: Bradley L Griffie Griffie 8�Associates, P.C. 200 North Hanover Street Carlisle, PA 17013 717-243-5551 Supreme Court I.D. No. 34349 � SUMMARY OF ACCOUNT Estate of Dorothy E.Wheeler Kressler, Deceased For h _ n�riod of March 29, 2013 thro�ph D�c�mber�, 2013 PAGES PRINCIPAL Receipts: This Account 3 46 906.28 , Net Gain (or Loss)on Sales or Other Dispositions 0.00 46,906.28 Less Disbursements: Debts of Decedent 4 2,648.04 Funeral Expenses 3 2,665.54 Administration Expenses 3 1,029.30 Federal, State 8 Local Taxes 3 13,205.05 Commissions 0.00 Fees 3 4,000.00 Family Exemption 0.00 23,547.93 Balance Before Distributions 23,358.35 Transfer to(from) Principal 0.00 Distributions to Beneficiaries 5 23,358.35 Principal Balance on Hand 0.00 For Information: Investments Made Changes in Holdings s INCOME Receipts This Account 0.00 Net Gain (or Loss) on Sales 0.00 or Other Dispositions 0.00 Less Disbursements 0.00 Balance Before Distributions 0.00 Transfer to (from) Income 0.00 Distributions to Beneficiaries 0.00 Income Balance on Hand o.00 For Information: Investments Made Changes in Holdings COMBINED BALANCE ON HAND 7 0.00 Signature 8 Verification 9 - 2 - SCHEDULE A RECEIPTS OF PRINCIPAL Assets Listed in Inventory Fiduciary (Valued as of Date of Death) Acquisition Value Cash 2012 Personal Income Tax Refund(Federal) 72.00 Auto Insurance Refund(Erie) 63.00 Chapel Pointe at Carlisle-(Refund for overpayment) 308.21 PSERS -(Final payment from Public School 265.34 Employees' Retirement System) Sovereign Bank-Checking Account No.XXXXXX0034 27,033.05 Sovereign Bank-Money Market Account No. 10,958.48 XXX)OCX1065 Sovereign Bank-Account No.XXX)CXX3953 7,150.60 Total Cash 45,850.68 Personal Pronert: Auction of Personal Properly 1,055.60 Total Personal Property 1,055.60 Total Receipts 4s,sos.2s Total Receipts of Principal as,sos.2s - 3 - SCHEDULE C DISBURSEMENTS OF PRINCIPAL Debts of Decedent Attorney's Fee/Pre-death estate la� nning docs 03/29/2013 175.00 175.00 Checks arocessed through decedenYs Sovereign checking nost-death 980.84 980.84 Darrvl Guistwite. DO (Medicall 05/24/2013 80.00 80.00 George Branscum. MD (Medicall 08/20/2013 10.00 10.00 Millennium Phcy. Svstems Mechanicst(Medicall 03/29/2013 87.27 87.27 Philhaven edicall 05/20/2013 43.87 43.87 Reimbursement for overp�yment(Lincoln Financiall 05/03/2013 82.23 82.23 - 4 - SCHEDULE C DISBURSEMENTS OF PRINCIPAL Continued Reimb�rsement for over�aym n (Social Securitvl 05/03/2013 1,018.00 1,018.00 West Shore EMS-BLS (Medicall 04/29/2013 170.83 170.83 Totai Debts of Decedent 2,648.04 Funeral Ex en nses Buse Funeral Home 03/29/2013 2,665.54 2,665.54 Total Funeral Exoenses 2,665.54 Administration Ex eq nses Accountant Fees 03/29/2013 250.00 Payment of 2012/final Personal Income tax Return 250.00 Cumberland Law Journal (Advertisinal 06/14I2013 75.00 75.00 Orrstown Bank(Bank fees) 06/14/2013 12.50 - 5 - SCHEDULE C DISBURSEMENTS OF PRINCIPAL Continued 12.50 Probate Fees O6/14/2013 503.50 503.50 Sovereiqn Bank 06/14/2013 (Fees for date of death statement) 20.00 20.00 The Sentinel (Advertisinal 04/10/2013 168.30 168.30 Total Miscellaneous Administrative Exnenses 1,029.30 Federal, State. �nd Local Taxes Inheritance Tax 06/28/2013 13,900.05 13,900.05 Less Discount 06/28/2013 -695.00 -695.00 Total Taxes 13,205.05 Fees - 6 - SCHEDULE C DISBURSEMENTS OF PRINCIPAL Continued Griffie&Associates 06/14/2013 4,000.00 4,000.00 Total Fees 4.000.00 TOTAL DISBURSEMENTS OF PRINCIPAL 23,547.93 - 7 - SCHEDULE D DISTRIBUTIONS OF PRINCIPAL Prior Distribution to Donald K.Wheeler 351.86 Prior Distribution to Harry L.Wheeler 351.86 Prior Distribution to Roger L.Wheeler 351.88 12/31/2013 Ayana Wheeler 500.00 12/31/2013 Brett L.Wheeler 1,000.00 12/31/2013 Brett L.Wheeler,II 500.00 12/31/2013 Cecilia Rike 500.00 12/31/2013 Claire M. Hartinger 500.00 12/31/2013 David L.Wheeler 1,000.00 12/31/2013 Donald K.Wheeler 1,434.25 12/31/2013 Emily Cobaugh 500.00 12/31/2013 Grace C.Wheeler 500.00 12/31/2013 Hannah Wheeler 500.00 12/31/2013 Harry L.Wheeler 1,434.25 12l31/2013 Howard T.Jefferson,III 500.00 12/31/2013 Jared W.Swick 500.00 12/31/2013 Jordan R.Swick 500.00 12/31/2013 Julianne R.Wheeler 500.00 12/31/2013 Kristin K.Swick 1,000.00 12/31/2013 Lauren Wheeler 500.00 12/31/2013 Lea Cobaugh 500.00 12/31/2013 Lindsay Wheeler 500.00 12/31/2013 Nancy J. Hartinger 1,000.00 12/31/2013 Pamela J.Jefferson 1,000.00 12/31/2013 Roger L.Wheeler 1,434.25 12/31/2013 Sarah E. Hartinger 500.00 12/31/2013 Seth Cobaugh 500.00 12/31/2013 Sophia Rike 500.00 12/31/2013 Tedd Wheeler 1,000.00 12/31/2013 Tena Wheeler Brown 1,000.00 12/31/2013 Todd Wheeler 1,000.00 12/31/2013 Tonya Wheeler Rike 1,000.00 12/31/2013 Zachary Wheeler 500.00 - 5 - SCHEDULE D DISTRIBUTIONS OF PRINCIPAL Continued 23,358.35 TOTAL DISTRIBUTIONS TO BENEFICIARIES 23,358.35 - 6 - In the Court of Common Pleas of Cumberland County, Pennsylvania Orphans' Court Division File No. 21-13-0405 Estate of Dorothy E.Wheeler Kressler, Deceased Signature �'' . a, i3 z�i Harry L. eeler, xecutor - 8 - In the Court of Common Pleas of Cumberland County, Pennsylvania Orphans' Court Division File No. 21-13-0405 Estate of Dorothy E.Wheeler Kressler, Deceased Verification Harry L.Wheeler, Executor under the Last Will and Testament of Dorothy E.Wheeler Kressler, Deceased, hereby declares under oath that he/she has fully and faithfully discharged the duties of his/her office; that the foregoing Account is true and correct and fully discloses all significant transactions occurring during the accounting period; that all known claims against the Estate have been paid in full; that,to his/her knowledge,there are no claims now 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 foregoing Account. This statement is made subject to penalties of 18 Pa. C.S.A. Section 4904 relating to unsworn falsification to authorities. Dated: �1 13 Zo 1 � Harry L. e ler, Executor �" - 9 - I hereby certify that written notice of the filing of this Account, and of the date, time and place when the same will be presented to the Court for confirmation and of the last day to file written objections to said Account, has been given to every unpaid claimant and to every other person known to the accountant to have or claim an interest in the estate as creditor, beneficiary, heir, or next of kin. � _��__-_-._.�.._ �� L/, . rif , Esquire ��