HomeMy WebLinkAbout04-11-14 Family Agreement-Waiving Filing of Account
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This Agreement is by and between DONNA H. CLEVER of 1202ctreek ti
Road, Carlisle, Pennsylvania 17015; and RONALD E. WILSON of 85 09F @Il
Road, Carlisle, Pennsylvania 17015; in their capacities as Co-Executor� g��n o
the Last Will and Testament dated September 5, 1996 of Helen V. WilsRn" , ,� c{ o
Deceased, cr} ,,. rn rn
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and c> �z °
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DONNA H. CLEVER of 1202 Creek Road, Carlisle, Pennsylvania 1701� `
RONALD E. WILSON of 85 Old Mill Road, Carlisle, Pennsylvania 17015; the #`' ti n
residuary beneficiaries of the estate pursuant to said Last Will and Testament.
For purposes of this agreement, when they are referred to in their fiduciary
capacity, the term, "Co-Executors"will be used and, when they are referred to in
their individual capacities, they will be referred to as "legatees" or "beneficiaries."
BACKGROUND
a. Helen V. Wilson ("Decedent") died on December .19, 2012, a
resident of the 1196 Creek Road, Carlisle, Pennsylvania 17015, leaving a Will
dated September 5, 1996.
b. Decedent's Will was admitted to probate by the Register of Wills of
Cumberland County on December 27, 2012, and Letters Testamentary were
issued to Donna H. Clever and Ronald E. Wilson, as Co-Executors.
C. In her Will, at paragraph 2, Decedent specifically bequeathed all of
her automobiles, household goods, and tangible personal property in four equal
shares one each to the two above named beneficiaries and to Toye J. Walker
and Ronald E. Wilson, II, the daughter and son of the beneficiary Ronald E.
Wilson. At paragraph 3 of her Will, Decedent named Donna Mae Hippie (now
Donna H. Clever) and Ronald W. Wilson, as the sole residuary legatees. A copy
of the Will is attached hereto as Exhibit "A."
d. The Co-Executors advertised the grant of Letters Testamentary and
prepared and filed a Pennsylvania Inheritance Tax Return and federal and state
income tax returns and paid the appropriate taxes thereon.
e. The Co-Executors have paid all the taxes, debts and expenses of
the estate known to them, and they have no knowledge of any unpaid claims,
absolute or contingent, which may be asserted against the estate nor do they
have any reason to believe that there are any such claims, however, they have
yet to receive notice from the Pennsylvania Department of Revenue, Inheritance
Tax Division, that the inheritance tax return and payments made on account of
inheritance tax have been accepted without change or additional assessment.
Family Agreement—Waiving Filing of Account—Estate of Helen V. Wilson Page 1 of 4 N1+ll
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f. The Co-Executors have liquidated the assets of the Decedent,
except for certain personal property referenced on the hereafter mentioned
Proposed Schedule of Distribution, as distributed in kind,
g. An account of the principal and income received by the Co-
Executors, their disbursements, and a Proposed Schedule of Distribution is
attached hereto as Exhibit"B." The net value of the estate available for
distribution to the residuary beneficiaries of the estate is $324,152.56.
h. The Co-Executors desire to make distribution to the legatees as set
forth on the Proposed Schedule of Distribution which is attached hereto as a part
of Exhibit "B."
i. All parties hereto desire that this Family Agreement make
unnecessary the filing of an accounting in the Orphans' Court Division of the
Court of Common Pleas of Cumberland County.
NOW THEREFORE, intending to be legally bound, the parties do hereby:
1. Waive the filing of an account of the administration of the estate in
any court, at the discretion of the Co-Executors.
2. Declare that the undersigned have examined the Account and
Proposed Schedule of Distribution which are attached hereto as Exhibit "B" and
find them to be true and correct in all particulars; accept and approve them with
the same force and effect as if they had been prepared and filed with, audited,
adjudicated and confirmed absolutely by a court of competent jurisdiction; and as
if the balance of principal and income had been awarded by the Court in
accordance with the Proposed Schedule of Distribution, and as if all of the
tangible personal property distributed in-kind had been specifically listed and
described in the said Account and Proposed Schedule of Distribution.
3. Warrant that the residuary beneficiaries named in the Proposed
Schedule of Distribution are the sole remaining parties in interest in the estate
and entitled to receive the entire residuary distribution thereof in accordance with
the Account and Proposed Schedule of Distribution which are attached hereto as
Exhibit "B."
4. Warrant that the undersigned know of no outstanding and
unsatisfied claims against the estate.
5. Approve the distribution of the balance of principal and income
shown in the Account and Proposed Schedule of Distribution which are attached
hereto as Exhibit "B"to the persons set forth therein.
6. Absolutely and irrevocably release and discharge the Co-
Executors, and their heirs, personal representatives, successors and assigns of
Family Agreement—Waiving Filing of Account—Estate of Helen V. Wilson Page 2 of 4
and from any and all actions, liabilities, claims and demands relating in any way
to their administration of the estate and distribution in accordance with the
Account and Proposed Schedule of Distribution which are attached hereto as
Exhibit "B" and without a court accounting and adjudication.
7. Agree to refund to the Co-Executors any amount of the
undersigned distribution which exceeds the amount to which the undersigned are
entitled as the Co-Executors shall reasonably determine.
8. Agree to indemnify and hold harmless, the Co-Executors, and their
heirs, personal representatives, successors and assigns, from and against any
claims, liabilities, loss or expense (including costs and counsel fees) arising from
any cause whatsoever, which the Co-Executors may incur as a result of the
administration of the estate and its distribution in accordance with this agreement
including, but not limited to, any liability for any federal estate taxes,
Pennsylvania Inheritance tax or any other death taxes, and any federal or
Pennsylvania income taxes, and Pennsylvania personal property taxes, together
with any interest and costs incidental thereto, relating in any way to the estate
and also including, but not limited to, any assets received or payments or
distributions made by reason of any negligence or mistake of law or fact.
9. Agree that this Agreement shall be binding and effective as against
each legatee upon execution (signing) by that legatee and the Co-Executors.
IN WITNESS WHEREOF, and with intent to be le a bound hereby, the
parties hereto have set their hands and seals this ay of April, 2014.
Witness: ( ��ye ,ice_. J J10 x p ti, (Seal)
i Donna H. Clever, Co-Executor
Witness: (Seal)
Ronald E. Wilson, Co-Executor
Witness: OX"4 F! (J- PA r, (Seal)
Donna H. Clever, Beneficiary
Witness: -7 (Seal)
Ronald E. Wilson, Beneficiary
Family Agreement—Waiving Filing of Account—Estate of Helen V. Wilson Page 3 of 4
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State of Pennsylvania
}ss.
County of Cumberland
On this, the 1,0t—"day of h, 2014, before me, the undersigned
officer, personally appeared Donna H. Clever, known tome (orsatisfactorily
proven) to be the persons whose names are subscribed to the within instrument,
and acknowledged that she executed the same for the purposes therein
contained, as both a Beneficiary and as a Co-Executor.
IN WITNESS WHEREOF, I hereunto set my hand and official seal.
Md ( /lte� -(SEAL)
1H OPPENNSKVANM
NOTARK Sex
tau w uESS.NotarygfAs
Sapgn MCeRSIe,Cum6eneria CounNM
My Gommisbn E�Iras Mry 70,2011
State of Pennsylvania
}ss.
County of Cumberland ��pp
On this, the /9 day of A9ereh�014, before me, the undersigned
officer, personally appeared Ronald E. Wilson, known to me (or satisfactorily
proven) to be the persons whose names are subscribed to the within instrument,
and acknowledged that he executed the same for the purposes therein
contained, as both a Beneficiary and as a Co-Executor.
IN WITNESS WHEREOF, l hereunto set my hand and official seal.
Heho lQ-" (SEAL)
EOMMONWEM T"OP PENNSMANu
NOTARI �SEAL
7WSIM w UESS,N2PMft
X90 alC�rfiale,OiuMeneM CwnlyPN
�Colrun�mipn EwOires MBy70,2011
Family Agreement— Waiving Filing of Account—Estate of Helen V. Wilson Page 4 of 4
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LAST WILL AND TESTAMENT
I OF
HELEN V WILSON
I, HELEN V WILSON, widow,of West Pennsboro Township (mailing address: 1196
{ Creek Road,Carlisle,Pennsylvania 1 7013)Cumberland County,Pennsylvania,being of sound
and disposing mind, memory and understanding,do hereby make,publish and declare this as and _
for my Last Will and-Testament hereby revoking and making void any and all Wills by me at any
time heretofore made.
1. I direct my hereinafter named.Executors to pay all of my just debts and funeral
expenses as soon after my death as may be found convenient to do so. I direct that my body be
interred on my burial lot located in Westminster Cemetery in North Middleton Township near the
j Borough of Carlisle,Pennsylvania. I further direct that all inheritance,transfer and succession
taxes which may be payable on account of my death shall be paid from the residue of my estate
regardless of whether the assets upon which such taxes are based are included in my probate
estate.
�
1 7 give, devise and bequeath all of my automobiles, household goods, and tangible -
personal property generally in equal shares to my daughter, Donna Mae hippie,my son, Ronald
E.Wilson,and my two(2)grandchildren,Ronald E.Wilson,II,and Toye J.Walker,to be divided
among them as they shall unanimously agree and in the absence of such an agreement then as my
Executors shall determine.
3. All of the rest, residue and remainder of my-estate,real, personal and mixed and
wheresoever the same may be situate,I give,devise and bequeath as follows:
a) One-half(1/2)to my daughter,Donna Mae Hippie,her heirs and assigns,provided
j she shall survive me by a period of ninety(90)days,but should she fail to survive me then the
E amount she would have received shall be paid 50%to her husband,Gerald J.Hippie,his heirs and
assigns, provided he shall survive me by a period of ninety(90) days,and the balance thereof
including all lapsed legacies,shall be divided equally between my two grandchildren who are
Ronald E. Wilson, H, and Toye J. Walker, their heirs and assigns, provided each of them shall
survive me by a period of ninety(90)days,but should either of them fail to so survive me then
the share such deceased grandchild would have received shall pass to such of his or her issue as
shall survive me by a period of ninety(90)days,their heirs and assigns,per stirpes.
i
{ b) The other one-half(1/2)shall be paid to my son,Ronald E. Wilson,provided he _ -
d
3 shall survive me by a period of ninety(90)days,but should he fail to so survive me then the same
shall be divided equally between his two children,Ronald E.Wilson II,and Toye J. Walker,their
heirs and assigns,provided each of them shall survive me by a period of ninety(90) days,but
should either of them fail to so survive me then the share such deceased person would have
received shall pass to such of his or her issue as shall survive me by a period of ninety(90)days,
{ their heirs and assigns,per stirpes. .
1 4. I hereby nominate,constitute and appoint my daughter, Donna Mae Ripple, and my
son,Ronald E.Wilson,or either of them,as Executors of this my Last Will and Testament,and I
further direct that neither of them shall be required to post any bond to secure the faithful
performance of his or her duties in the Commonwealth of Pennsylvania or in any other
jurisdiction.
I
j IN WITNESS WHEREOF,I have hereunto set my hand and seal to this my Last Will and
Testament written on one(I)page,this �.7.h'. day of
St ioreiiigfC
(SEAL) .
Helen V Wilson
Signed,sealed,published and declared by HELEN V.WILSON, the Testatrixabove-named,
as and for her Last Will and Testament,in our presence,who,in her presence,at her request,and
in the presence of each other,have hereunto subscribed our names as attesting witnesses.
i
FIRST AND FINAL ACCOUNT OF RONALD E.WILSON AND
DONNA H.CLEVER,CP-EXECUTORS OF THE LAST WILL AND TESTAMENT OF
HELEN V.WILSON,LATE OF 1196 CREEK ROAD,WEST PENNSBORO TOWNSHIP,
CUMBERLAND COUNTY,PENNSYLVANIA,DECEASED
DATE OF DEATH: LETTERS TESTAMENTARY ADVERTISED:
12/19/12 CUMBERLAND LAW JOURNAL
Jan. 18 & 25 and Feb. 1,2013
FILE NO:
THE SENTINEL
21-12-1335 Jan, 10,17 & 24,2013
PRINCIPAL RECEIVED - REAL ESTATE
Accountants charge themselves with the following principal amounts received:
Date
2012
19-Dec None: Real Estate Sold January 24,2012,subject
to retention of life estate. 0.00
TOTAL PRINCIPAL RECEIVED-REAL ESTATE: 4 0
PRINCIPAL RECEIVED - PERSONAL PROPERTY
Accountants charge themselves with the following principal amounts received:
Date
2012
19-Dec Wells Fargo Savings Acct.No.: 3548507080 35,063.68
Accrued Interest to Date of Death (Allocated) 101
19-Dec Wells Fargo Checking Acct. No.: 8431262230 100.00
Accrued Interest to Date of Death 0.00
19-Dec Wells Fargo Crown Classic Checking No.: 1014206324986 32,212.79
Accrued Interest to Date of Death (Allocated) 020
1st&fznal account Helen Wilson 3.26.14 FINALxls page I
19-Dec Sovereign Bank Checking Account No.: 1721809317 160.02
Accrued Interest to Date of Death 0.00
19-Dec Wells Fargo Advisors
Al Western National Life Annuity No.: 11BX204996
Original Premium: $10,000
Not a Probate Asset. Passed Directtly to Beneficiaries
Beneficiaries: Ronald E. Wilson,II and Toye J.Walker
Value on December 19,2012 N/A
Value on December 31,2012: $13,851.62
19-Dec Wells Fargo Advisors - Personal Account No.: 1434-4563
Al Western National Life Annuity No.: 11BX205486
Original Premium: $10,000
Not a Probate Asset. Passed Directtly to Beneficiaries
Beneficiaries: Ronald E.Wilson and Donna H. Clever
Value on December 19,2012 N/A
Value on December 31,2012: $10,047.082
19-Dec Wells Fargo Advisors - Personal Account No.: 1434-4563
Al Western National Life Annuity No.: I1T001564260
Original Premium: $30,000
American General Life Companies
Not a Probate Asset. Passed Directtly to Beneficiaries
Beneficiaries: Ronald E.Wilson and Donna H. Clever
Value on December 19,2012 N/A
Value on December 31,2012: $49,789.12
19-Dec Wells Fargo Advisors - Personal Account No.: 1434-4563
Goldman Sachs BK USA CD 100,883.00
CUSIP 38143AKC8 - Sold April 8,2013
Accrued Interest to DOD (Actually 12/31/12) 1,058.63
19-Dec Wells Fargo Advisors - Personal Account No.: 1434-4563
Goldman Sachs BK USA CD 75,177.00
CUSIP 38143AJE6
Accrued Interest to DOD (Actually 12/31/12) 234.25
19-Dec Wells Fargo Advisors - Personal Account No.: 1434-4563
Goldman Sachs BK USA CD 75,020.25
CUSIP 38143AJA4
Accrued Interest to DOD (Actually 12/31/12) 274.52
19-Dec Wells Fargo Advisors - Personal Account No.: 1434-4563
Bank of China CD 75,243.75
CUSIP 06425HY WO
Accrued Interest to DOD (Actually 12/31/12) 265.48
1st&final account Helen Wilson 3.26.14 FINALxIs [ �qr a^a Page 2
kubikl.�3� 6i7
19-Dec Boston Global Capital,Inc. - Pursell Associates,Inc.
$7,000 GMAC Smart Notes 7.30% 12-15-17 7,056.00
1344 Shares American High Income TR CL.A 15294.72
Cash Balance 105.17
19-Dec Tangible Personal Property Distributed "In-Kind"
Sentimental Value Only 0.00
2013
14-Jan Sale of 1991 Plymouth Acclaim to 1,000.00
David A. &Angela A. Bumbarger
14-Jan Sale of 1971 Dodge Dart Swinger to
David A. &Angela A. Bumbarger 3,000.00
16-Jan Sovereign Bank Checking Account No.: 1721809317
Reversal of Service Charges upo Closing of Account 90.00
5-Mar Auction of Household Personal Property 7,048.75
Kevin M. Wickard - Gross Sale Proceeds
TOTAL PRINCIPAL RECEIVED - PERSONAL PROPERTY: 429,290.22
INCOME RECEIVED
Accountants charge themselves with the following income amounts received:
Date
2012
28-Dec Boston Global Capital,Inc. - Pursell Associates,Inc.
Dividend from American High Income Trust Class A
Deposited Cash Account in Brokerage Account 100.82
28-Dec Close Wells Fargo Savings Acct. No.: 3548507080
Accrued Interest to Date of Death (Allocated) 2.00
1st&final account Helen Wilson 3.26.14 FINALxIs o Page 3
28-Dec Close Wells Fargo Checking Acct. No.: 8431262230
Accrued Interest Since DOD 0.00
28-Dec Close Wells Fargo Checking Acct. No.: 8431262230
Accrued Interest to Date of Death (Allocated) 0.00
31-Dec Interest- Personal Crown Checking No.: 1014206324986 0.06
31-Dec Interest -Estate Checking Account No.: 3957747797 0.13
31-Dec Interest- Estate Savings Account No.: 5638392471 1.73
2013
14-Jan Boston Global Capital,Inc. - Rursell Associates,Inc.
Pershing Dividend Check
Deposited to Estate Checking Account 143.40
16-Jan Close Sovereign Bank Checking Account No.:
Accrued Interest Since DOD (none) 0.00
31-Jan Interest -Personal Crown Checking No.: 1014206324986 0.03
31-Jan Interest- Estate Checking Account No.: 3957747797 0.55
31-Jan Interest- Estate Savings Account No.: 5638392471 13.44
28-Feb Interest - Personal Crown Checking No.: 1014206324986 0.02
28-Feb Interest - Estate Checking Account No.: 3957747797 0.28
28-Feb Interest - Estate Savings Account No.: 5638392471 12.15
4-Mar Pershing (Boston Global) Income Checks:
GMAC 42.58
American High Income Trust 72.09
29-Mar Interest - Personal Crown Checking No.: 1014206324986 0.02
29-Mar Interest - Estate Checking Account No.: 3957747797 0.43
29-Mar Interest - Estate Savings Account No.: 5638392471 12.10
15-Apr Close Wells Fargo Crown Classic Checking No.: 1014206324986
(This is the Personal Checking Account)
Accrued Interest Since Last Posting to date of closing 0.01
1st&final account Helen Wilson 3.26.14 FINALxls Page 4
15-Apr Close Wells Fargo Estate Savings Acct. No.: 5638392471
Accrued Interest Since Last Posting to date of closing 1.35
15-Apr Net Gain (Loss) and Additional Income Upon Liquidation of
Four CDs held in Wells Fargo Advisors
Personal Account No.: 1434-4563
Total Value on DOD of Four CDs: $328,156.88
Value of In-Kind Dist.To Donna Clever: $150,453.00
Cash Distribution to Estate 4/15/13: $176,355.39
Net Gain (Loss) and Additional Income (1,348.49)
30-Apr Interest - Estate Checking Account No.: 3957747797 1.60
31-May Interest - Estate Checking Account No.: 3957747797 0.97
19-Jun Interest- Estate Checking Account No.: 3957747797 0.56
28-Jul Additional Income Distribution from Wells Fargo Advisors 0.09
TOTAL INCOME RECEIVED (942.08)
DISBURSEMENTS
Accoutant claims credit for the following amounts paid:
Date
2012
19-Dec Checks cleared after death
Wells Fargo Crown Classic Checking No.: 1014206324986
12/24/12 - Check# 1813 for 1,635.14
(Note: 12/28/13 $25,000 Transferred to Estate Savings)
12/28/12 - Check# 1815 for 305.00
1/4/13 - Check# 1814 for Westminster Cemetery 1,826.00
1/4/13 - Check# 1810 for Rosa's Team 120.87
1/7/13 -Automatic Pmt Unitedhealthcare Premium 172.25
2/5/13 -Automatic Pont Unitedhealthcare Premium 172.25
3/5/13 -Automatic Pmt Unitedhealthcare Premium 172.25
4/5/13 -Automatic Pmt Unitedhealthcare Premium. 181.00
31-Dec Rebecca Hoover - Severence Pay for Caregiver 800.00
31-Dec Juliet Hodges - Severence Pay for Caregiver 800.00
Ist&final account Helen Wilson 3.26.14 FINALxls �� Page 5
31-Dec Elisa Delp - Severence Pay for Caregiver 800.00
31-Dec Rosa Bowie - Severence Pay for Caregiver 750.00
31-Dec Rosa's Team - In-home care (Full Week plus 2 days) 4,041.00
2013
10-Jan CenturyLink -Telephone Bill 105.61
10-Jan Southampton Township -Trash Collection 46.74
10-Jan Hoffman-Roth Funeral Home & Crematory,Inc. 9,729.44
10-Jan Kough's Oil Serice 563.93
10-Jan Register of Wills - Probate Fees
Reimburse Frey &Tiley 411.50
14-Jan Register of Wills - Short Certificates
Reimburse Frey &Tiley 10.00
23-Jan RT Carey Trucking,LLC
30 Yard Trash Container 170.80
29-Jan PP&L
125.75
15-Feb Westfield Insurance 155.00
15-Feb Westminster Cemetary 305.00
25-Feb PP&L 32.57
4-Mar Kevin M. Wickard,Auctioneer 1,095.48
Sale of Household Personal Property
4-Mar Kough's Oil Service (Bill of 2/4/13) 761.25
4-Mar Kough's Oil Service (Bill of 2/25/13) 491.34
11-Mar RT Carey Trucking,LLC
Disposal Fee 160.16
12-Mar CenturyLink 31.31
12-Mar Kough's Oil Service 759.98
1st&final account Helen Wilson 3.26.14 FINALxls Page 6
5-Apr PP&L(Two Bills) 64.56
5-Apr CenturyLink 22.40
8-Apr Refund - Westfield Insurance (139.00)
15-Apr Reimburse Donna H. Clever for One Week of Care for
Rosa's Team 3,024.00
15-Apr Reimburse Donna H. Clever for Christmas Bonus -
Rosa's Team 50.00
15-Apr Wells Fargo Advisors - Estate Valuation Fee 25.00
15-Apr US Treasury -Year 2012 Form 1040 24,505.00
15-Apr PA Dept. of Revenue -Year 2012 Form PA-40 6,355.00
15-Apr Reimburse Frey &Tiley
Advertising -The Sentinel 200.16
15-Apr Reimburse Frey &Tiley
Advertising - Cumberland Law Journal 75.00
15-Apr Reimburse Frey &Tiley
Inheritance Tax - Estimated Payment on Account 17 100.00
2-May Wells Fargo Service Fee - Estate Checking Account 30.00
9-Jun Refund - United Healthcare Insurance Co. (697.75)
9-Jun Refund - PP&L (31.95)
18-Jun Refund - Wells Fargo Service Fee - Estate Checking Account (30.00)
31-Oct Refund - PA Department of Revenue -Personal Income Tax (428.54)
9-Dec Frey &Tiley -Attorney's Fees 15,000.00
11-Dec Register of Wills - Filing fee for Inheritance Tax Return 15.00
11-Dec Register of Wills,Agent for PA Dept. of Revenue
Additional Inheritance Tax Due/Refund 1276.33
??? Reserve: Register of Wills - File Family Settlement Agreement
TOTAL DISBURSEMENTS 93,14673
I st&final account Helen Wilson 3.26.14 FINALxls Pa
�-.•�•�,�, a�es ge 7
RECAPITULATION
Total Principal Received - Real Estate Uo
Total Principal Received - Personal Property 429290.22
Total Income Received (942.08)
Total Receipts 428,348.14
Less Total Disbursements 93,146.83
Balance for Distribution 335201.31
Portion which is Tangible Personal Property (Will 52):
Automobiles 4,000.00
Household Personal Property -Auction Proceeds 7,048.75
Tangible Personal Property Distributed "in-Kind" 0.00
Less Expenses of Auction N/A
Net Tangible Personal Property(Will 12): 11,04835
Residuary For Distribution (Will 53):
Balance for Distribution 335201.31
Less Net Tangible Personal Property (11,048.75)
Residuary For Distribution (Will 53): 324,152.56
1st&.flnal account Helen Wilson 3.26.14 FINALxls 1-l"a 1: Page 8
1
PROPOSED
SCHEDULE OF DISTRIBUTION
1) Toye J.Walker
2609 South Market Street
Mechanicsburg,PA 17055
1/4 Tangible Personal Property Pursuant to Paragraph 2 of Will 2,762.19
1/14/13: Partial Distribution 1,000.00
Household property "in-kind" - Sentimental Value Only 0.00
Final distribution household personal property 1,762.19
Total Distribution of Tangible Personal Property 2,762.19
2) Ronald E.Wilson,II
7 Watson Drive
Carlisle,PA 17015
1/4 Tangible Personal Property Pursuant to Paragraph 2 of Will 2,762.19
1/14/13: Partial Distribution 1,000.00
Household property "in-kind" - Sentimental Value Only 0.00
Final distribution household personal property 1,76119
Total Distribution of Tangible Personal Property 2,762.19
3) Donna H.Clever
1202 Creek Road
Carlisle,PA 17015
1/4 Tangible Personal Property Pursuant to Paragraph 2 of Will 2,76119
1/14/13: Partial Distribution 1,000.00
Household property "in-kind" - Sentimental Value Only 0.00
Final distribution household personal property 1,762.19
Total Distribution of Tangible Personal Property 2,762.19
1st&final account Helen Wilson 3.2634 FINAL-rls Rt(�,� Page 9
H..r CSd
112 Residuary Pursuant to Paragraph 3 of Will 162,076.28
112 of Boston Global Capital,Inc. - Pursell Associates,Inc.
2(25/13: Direct In-Kind Distribution 1127836
All of$7,000 GMAC Smart Notes 730% 12-15-17
363 of 1344 Shares American High Income TR CL.A
(Note: Total based upon Estate's Basis 12/31113.
Actual value at distribution different.)
Value at Distribution used to equalize.
Wells Fargo Advisors - Personal Account No.: 1434-4563
In-Kind Distribution of CDs
75,000.0000 Goldman Sachs BK USA CD
CUSIP 38143AJE6
Value on Transfer 414113: 75,137.25
75,000.0000 Bank of China CD
CUSIP 06425HY WO
Value on Transfer 414!13: 75,309.75
Miscellaneous Additional Value to Equal Amount
Jay Bavlish stated in his Apri l 10,2013 email: 6.00
1/2 of Annuities held in Wells Fargo Advisors Account:
Al Western National Life Annuity No.: IIBX204996
Not a Probate Asset. Passed Directtly to Beneficiaries N/A
Amount Received: Unknown - Estimate: $6,900.00
Al Western National Life Annuity No.: l IBX205486
Not a Probate Asset. Passed Directtly to Beneficiaries N/A
Amount Received: $5,066.03
Al Western National Life Annuity No.: 11TOO1564260
American General Life Companies
Not a Probate Asset. Passed Directtly to Beneficiaries NIA
Amount Received: $23,589.35
Final distribution of Residuary 344.92
Total Distribution of Residuary to Donna H.Clever: 162,076.28
Total Distribution of Tangible Personal Property and
Residuary to Donna H.Clever: 164,838.47
I st&final account Helen Wilson 326.14 FINAL xls ExHaff`rIr Page 10
i
4) Ronald E.Wilson
85 Old Mill Road
Carlisle,PA 17015
1/4 Tangible Personal Property Pursuant to Paragraph 2 of Will 2,762.18
Wi
1/14/13: Partial Distribution 1,000.00
Household property "in-kind" - Sentimental Value Only 0.00
Final distribution household personal property 1,762.18
Total Distribution of Tangible Personal Property 2,762.18
1/2 Residuary Pursuant to Paragraph 3 of Will 162,076.28
1/2 of Boston Global Capital,Inc.-Pursed Associates,Inc.
2/25/13: Direct In-Kind Distribution 1.1278.35
All of$7,000 GMAC Smart Notes 7.30% 12-15-17
363 of 1344 Shares American High Income TR CL.A
(Note: Total based upon Estate's Basis 12/31/13.
Actual value at distribution different.)
Value at Distribution used to equalize.
Wells Fargo Advisors -Personal Account No.: 1434-4563
Cash to Equal In-Kind Distribution of CDs to Donna Clever
4/15/13 Partial Distribution of Cash: 150,453.00
1/2 of Annuities held in Wells Fargo Advisors Account:
Al Western National Life Annuity No.: I IBX204996
Not a Probate Asset. Passed Directtly to Beneficiaries N/A
Amount Received: Unknown - Estimate: $6,900.00
Al Western National Life Annuity No.: IIBX205486
Not a Probate Asset. Passed Directtly to Beneficiaries N/A
Amount Received: $5,066.03
AI Western National Life Annuity No.: IIT001564260
American General Life Companies
Not a Probate Asset. Passed Directtly to Beneficiaries N/A
Amount Received: $23,589.35
Final distribution of Residuary 344.93
Total Distribution of Residuary to Ronald E.Wilson 162 076.28
Total Distribution of Tangible Personal Property and
Residuary to Donna H.Clever: 164,838.46
1st&final account Helen Wilson 3.26.14 FINALxls EXHJW*W Page 11
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF CUMBERALND SS.:
Before me,the undersigned officer,personally appeared Ronald E.Wilson and
Donna H. Clever,Co-Executors of the Last Will and Testament of Helen V.Wilson,Deceased, who,
being duly sworn according to law,despos and say that the foregoing First and Final Account and
Proposed Schedule are true and correct to the best of their knowledge,information and belief.
Ronald E. Wilso
L Donna H Clever
Sworn to and subscribed before me
this/Odayof QpJ1 9d1q .
1 N6/'
1ff&"N ENNSriVANIA
1RIfW ATIJM.�ftM%
B�Oh o/Car4eb,Cumhmlartl Countyi+A
N'Comltlaim E�hea MryA,4014
1st&final account Helen Wilson 3.26.14 FINALxls
Page 12