HomeMy WebLinkAbout05-16-14 .����9� `7/
FIRST AND FINAL ACCOUNT
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ALVIN H. BLITZ � = c� --c �J� �'
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EXECUTOR FOR THE . � `�� Q
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ESTATE OF ROBERT J. WEINSTEIN `� r' c� '�° � �'
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NO. 2013-01310 � -�-+ N � �
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Date of Death: December 6, 2013
Date of Executor's Appointment: December 16, 2013
First Complete Advertisement of
Grant of Letters December 31, 2013
Accounting for the Period: December 6, 2013 —May 15, 2014
Purpose of Account: Alvin H. Blitz, Executor, offers this account to acquaint interested
parties with the transactions that have occurred during his administration.
It is important that the account be carefully examined. Requests for additional information or
questions or objections can be discussed with:
Thomas E. Flower, Esquire
FLOWER LAW, LLC
10 West High Street
Carlisle, PA 17013
(717) 243-5513
Page � 1
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Proposed distribution: $3,076,352.74
SUMMARY
Receipts of Principal -3- 3,335,499.71
Disbursements of Principal
Debts -3- 6,250.17
Funeral Expenses -3- 3,342.32
Administration Expenses -3- 4,024.79
Ta�ces -4- 8,550.00
Fiduciary Fees & Commissions -4- 238,879.99 3,074,452.44
Gains/(Losses) on Sale -4- (12,252.43) 3,062,200.01
Receipts of Income -5- 14,152.73 3,076,352.74
Schedule of Distribution -6-
Table 1 -7-
Table 2 -8-
Page ( 2
I. PRINCIPAL RECEIPTS:
Wells Fargo Bank, funds on deposit 54,330.31
Orrstown Bank, funds on deposit 26,625.34
PA Treasury, Bureau of Unclaimed Property 12,947.40�
19,200 shares Pfizer Inc. common stock 604,128.00
1,000 shares 3M Co. common stock 128,325.00
381 shares Allstate Corp. common stock 20,625.10
2,094.367 shares Vanguard Fund 26 54,432.60
Schwab Investment Account (see Table 1) 2,434,085.96
Total Receipts of Principal: 3,335,499.71
II. PRINCIPAL DISBURSEMENTS:
A. Debts of Decedent:
Thornwald Home 2,171.82
Millenium Pharmacy Svcs. 70.05
Pinnacle Health 17.45
Three Springs Family Practice 87.57
Carlisle Ear,Nose & Throat Assoc. 43.18
West Shore EMS 286.87
CenturyLink 108.23
St. John's Episcopal Church,
balance of gift pledged for 2013 3,465.00
Total debts of decedent 6,250.17
B. Funeral Costs:
Ewing Brothers Funeral Home 3,342.32
Total funeral costs 3,342.32
C. Administration Expenses:
Register of Wills, probate fees 1,933.50
Estate notices,the Sentinel 190.54
Estate notices, Cumb. Law Jrnl. 75.00
Orrstown Bank, checking acct. fees 30.75
Register of Wills, Account filing fees 1,795.00
Total administration expenses 4,024.79
� This item is not yet in hand but is expected to arrive prior to June 17 date for confirmation of accounts.
Page � 3
D. Taxes:
Inheritance Tax 9,000.00
(Less discount) (450.00)
Total taxes 8,550.00
E. Fiduciarv fees and commissions:
Alvin H. Blitz 166,774.992
Flower Law, LLC 72,105.00
Total fees &commissions 238,879.99
Total disbursements of principal: (261,047.27) 3,074,452.44
III. GAINS/(LOSSES) ON SALE (see Table 2 for itemized list of dispositions):
Totals: Net Proceeds Acquisition Value (Loss)
3,141,263.64 3,153,516.07 (12,252.43) 3,062,200.01
Z This figure represents 5%of the gross estate, as specifically authorized by the testator. Attorney fees
were calculated on the declining percentage fee schedule as set forth in Johnson Estate.
Page � 4
IV. INCOME RECEIPTS:
12/09/13 Pfizer dividend 4,608.00
12/10/13 Marathon Pete dividend 210.00
United Tech. Corp. div. 295.00
Orrstown interest 1.17
12/12/13 3M Co. dividend 635.00
12/13/13 Hershey Co. dividend 1,306.59
12/16/13 Ball Corp. dividend 624.00
12/26/13 3M Co dividend 550.00
12/27/13 Bank of Am. dividend 5.00
12/31/13 Devon Energy dividend 110.00
Frontier Com. dividend 32.50
Pepco Holdings dividend 270.00
Schwab money fund div. 67.94
O1/02/14 Allstate dividend 250.00
Allstate dividend 175.26
PPL dividend 183.75
Ol/03/14 Kimb.-Clark dividend 1,585.98
Ol/09/14 Schwab money fund div. 8.32
O1/10/14 Schlumberger dividend 46.88
Orrstown interest 0.85
O1/15/14 Schwab Bank interest 7.35
O1/31/14 Schwab Bank interest 0.92
02/10/14 Orrstown interest 0.85
03/18/14 NYSERS distribution 535.22
OS/OS/14 PA income tax refund 93.00
—/—/143 Fed. income tax refund 2,550.00
Total receipts of income: 14,152.73
Combined Principal and Income Balance for Distribution: 3,076,352.74
3 This item is not yet in hand but is expected to arrive priar to June 17 date for confirmation of accounts.
Page � 5
V. PROPOSED SCHEDULE OF DISRIBUTION: 3,076,352.74
A. Distribution of February 7, 2014:
Specific Bequests:
Phi Delta Theta Fraternity 2,000.00
Tina and Richard Watts 30,000.00
Tanya and Dirk Brown 30,000.00
Total specific bequests: 62,000.00
Residuary Advance Distributions:
St. John's Episcopal Church 200,000.00
Episcopal Home of Shippensburg 200,000.00
Dickinson College 200,000.00
Episcopal Diocese of Central Pa. 100,000.00
J. Herman Bosler Memorial Library 100,000.00
Total residuary advance distributions: 800,000.00
Total Previous Distributions: (862,000.00) 2,214,352.74
B. Proposed Final Distribution:4
St. John's Episcopal Church 553,588.18
Episcopal Home of Shippensburg 553,588.18
Dickinson College 553,588.18
Episcopal Diocese of Central Pa. 276,794.10
J. Herman Bosler Memorial Library 276,794.10
Total Balance to Be Distributed: (2,214,352.74) 0.00
4 Final distribution will be delayed until after July 24, 20]4,the maturity date for U.S. Treasury Bills in
which $2 million of estate funds are currently invested.
Page � 6
TABLE 1
Charles Schwab Acct. No. 3080-4511
1,000 sh. Allstate Corp @ 54.285 = 54,285.00
4,800 sh. Ball Corp @ 49.89 = 239,472.00
500 sh. Bank of America Corp @ 15.59 = 7,795.00
5,000 sh. Carlisle Companies Inc @ 74.67 = 373,350.00
1,000 sh. Chesapeake Energy Corp @ 2.6815= 26,815.00
500 sh. Devon Energy CP new @ 61.04 = 30,520.00
720 sh. Discover Financial Svcs @ 52.735 = 37,969.20
200 sh. ConocoPhillips @ 70.84 = 14,168.00
325 sh. Frontier Comm. @ 4.505 = 1,464.12
1,400 sh. General Electric @ 26.83 = 37,562.00
2,694 sh. Hershey Co. @ 96.845 = 260,900.43
1,300 sh. Ingredion Inc @ 69.025 = 89,732.50
1,500 sh. Jardin Corp @ 57.305 = 85,957.50
1,958 sh. Kimberly-Clark Corp @ 105.165 = 205,913.07
500 sh. Marathon Pete Corp @ 86.76 = 43,380.00
1,440 sh. Morgan Stanley @ 30.555 = 43,999.20
1,000 sh. Neenah Paper Inc @ 42.11 = 42,110.00
1,000 sh. Pepco Holdings Inc @ 19.03 = 19,030.00
8,000 sh. Pfizer Inc @ 31.465 = 251,720.00
500 sh. Phillips 66 @ 71.25 = 35,625.00
1,500 sh. Raytheon Co New @ 86.53 = 129,795.00
150 sh. Schlumberger Ltd @ 88.15 = 13,222.50
500 sh. United Tech. Corp @ 110.635 = 55,317.50
1,354 sh. Verizon Comm @ 49.275 = 66,718.35
600 sh. Wells Fargo & Co new @ 43.81 = 26,286.00
1,000 sh. 3M Co. @ 128.325 = 128,325.00
300 sh. Potash Corp Sask. Inc @ 31.82 = 9,546.00
500 sh. PPL Corp @ 30 = 15,000.00
Cash deposits 87,799.07
Schwab Account total acquisition value: 2,434,085.96
Page � 7
TABLE 2
GA1NS/(LOSSES) ON SALE OF INVESTMENTS:
Asset Date of Sale Net Proceeds Acquisition Value Gain/(Loss)
1,000 sh. Allstate 12/16/13 53,770.11 54,285.00 (514.89)
4,800 sh. Ball Corp. 12/16/13 242,386.83 239,472.00 2,914.83
500 sh. Bank of Am. 12/16/13 7,760.91 7,795.00 (34.09)
5,000 sh. Carlisle Co. 12/16/13 374,334.54 373,350.00 984.54
1,000 sh. Chspke. En. 12/16/13 26,800.58 26,815.00 (14.42)
500 sh. Devon Engy. 12/16/13 30,110.53 30,520.00 (409.47)
720 sh. Discover 12/16/13 38,279.98 37,969.20 310.78
200 sh. ConocoPhil. 12/16/13 14,050.81 14,168.00 (117.19)
325 sh. Frontier Com 12/16/13 1,486.02 1,464.12 21.90
1,400 sh. GE 12/16/13 37,903.39 37,562.00 341.39
2,694 sh. Hershey Co. 12/16/13 258,098.70 260,900.43 (2,801.73)
1,300 sh. Ingredion Inc 12/16/13 88,831.50 89,732.50 (901.00)
1,500 sh. Jardin Corp 12/16/13 87,049.54 85,957.50 1,092.04
1,958 sh. Kimb.-Clark 12/16/13 205,890.75 205,913.07 (22.32)
500 sh. Marathon Pet 12/16/13 43,590.29 43,380.00 210.29
1,440 sh. Morg. Stanly. 12/16/13 44,212.68 43,999.20 213.48
1,000 sh.Neenah Ppr. 12/16/13 41,770.32 42,110.00 (339.68)
1,000 sh. Pepco 12/16/13 18,740.72 19,030.00 (289.28)
8,000 sh. Pfizer Inc 12/16/13 250,626.69 251,720.00 (1,093.31)
500 sh. Phillips 66 12/16/13 35,820.43 35,625.00 195.43
1,500 sh. Raytheon 12/16/13 130,788.77 129,795.00 993.77
150 sh. Schlumberger 12/16/13 13,058.82 13,222.50 (163.68)
500 sh. U. T. C. 12/16/13 55,590.08 55,317.50 272.58
1,354 sh. Verizon 12/16/13 66,308.82 66,718.35 (409.53)
600 sh. Wells Fargo 12/16/13 26,432.59 26,286.00 146.59
1,000 sh. 3M Co. 12/16/13 128,698.81 128,325.00 373.81
300 sh. Potash Sask. 12/17/13 9,200.89 9,546.00 (345.11)
500 sh. PPL 12/17/13 14,665.17 15,000.00 (334.83)
1,000 sh. 3M Co. 12/27/13 138,796.00 128,325.00 10,471.00
381 sh. Allstate 12/27/13 20,380.39 20,652.10 (271.71)
16,130 sh. Pfizer O1/08/14 490,014.40 507,530.45 (17,516.05)
3,070 sh. Pfizer Ol/29/14 92,637.60 96,597.55 (3,959.95)
2,094.367 Vanguard 04/30/14 53,175.98 54,432.60 1 256.62
Totals: 3,141,263.64 3,153,516.07 (12,252.43)
Page � 8
COMMONWEALTH OF PENNSYLVANIA)
: SS.
COUNTY OF CUMBERLAND)
Alvin H. Blitz, Executor under the Last Will and Testament of Robert J. Weinstein,
deceased, hereby declares under oath that he has fully and faithfully discharged the
duties of his office; that the foregoing First and Final Account is true and correct and
fully discloses all significant transactions occurring during the accounting period; that
all known claims against the estate, which are shown as paid in the foregoing account,
have been paid in full; that, to his knowledge, there are no claims now outstanding
against the estate, except as disclosed in the foregoing account; and that all taxes
presently due from the estate have been paid.
C� -JV ��
Alvin H. Blitz, Executor
Sworn to and subscribed before me
this�day of�, 2014.
�
Notary Public
COMMONWEALTH OF PENNSYLVANIA
NOTARIAL SEAL
THOMAS E.FLOWER,NQtary Public
Cariisle Boro.,Cumberiand County
My Commission Expires October 26,2014
Page ( 9
DECEDENT'S ESTATE
COURT OF COMMON PLEAS OF
CUMBERLAND COUNTY, PENNSYLVANIA
ORPHANS' COURT DIVISION
ESTATE OF ROBERT J. WEINSTEIN , DECE�SED
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No. 21-13-1310 � s � �
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PETITION FOR ADJUDICATION/ �' "' :�- -r �
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STATEMENT OF PROPOSED DISTRIBUTIOI�k�, �� -�, 3 ;� ��'
PURSUANT TO Pa. O.C. Rule 6.9 �' � s r`�— �
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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.
INCL UDE ATTACHMENTS AT THE BACK OF THIS FORM.
Name of Counsel: THOMAS E. FLOWER
Supreme Court LD. No.: g3993
Name of Law Firm: FLOWER LAW, LLC
Address: 10 W. HIGH STREET, CARLISLE, PA 17013
Telephone: (�17)243-5513
Fax:�7171241-4021 Email: Tomnae,Flower-law.com
Form OC-01 rev. l0.l3.06 Page 1 of 10
��
Estate of ROBERT J. WEINSTEIN , Deceased
1. Name(s)and address(es) of Petitioner(s):
Name: ALVIN H.BLITZ
Address: g02 WELLINGTON DRIVE
CARLISLE,PA 17013
Identify any executors or administrators who have not joined in the Petition for
Adjudication and Statement of Proposed Distribution and state reason:
NONE.
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 DECEMBER 6, 2013
� Letters Testamentary or �Letters of Administration were granted to Petitioner(s) on
DECEMBER 16. 2013
Date of Will (if applicable): FEBRUARY 15, 2011
Date(s) of Codicil(s) (if applicable): N/A
Date of probate (if different fi•om date Letters granted): N/A
Was a bond required?DYes �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: SENTINEL:12/27/13, O1/02/14, O1/10/14
CUMBERLAND LAW JOURNAL: 12/31/13, O1/07/14, O1/14/14
Fo�oc-o� rev. l0.13.06 Page 2 of 10
Estate of ROBERT J. WEINSTEIN , 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 �No
(See Section 2201 et s�. of the Probate, Estates and Fiduciaries Code)
If yes, date of election:
5. In the case of an intestacy, state the names of the decedent's surviving children or
surviving issue of deceased children (if none, so state):
N/A
6. Did decedent marry after execution of Will or Codicil(s)? . . . . . . . . . . . �Yes � No
Were any children born to decedent after execution of
Will or Codicil(s)? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . �Yes 0 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
FormOC-0/ rev. l0.13.06 Page 3 of 10
Estate of ROBERT J. WEINSTEIN , 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.
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 Party in Interest I Relatronship and Comments,if any I lnterest
TINA& RICHARD WATTS COLLATERAL $30,000 SPECIFIC
502 West Siddonsburg Road LEGACY
Dillsburg, PA 17019
TANYA AND DIRK BROWN COLLATERAL $30,000 SPECIFIC
BOX 80 LEGACY
GRANTHAM, PA 17027
Fo.moc-oi rev. 10.13.06 Page 4 of 10
Estate of ROBERT J. WEINSTEIN , Deceased
Name and Address ojEach Parry in/nterest I Relationship and Comments,if any ( /nterest
St. John's Episcopal Church CHARITY 25%OF RESIDUE
P.O. Box 612
Carlisle, PA 17013
The Episcopal Home of CHARITY 25%OF RESIDUE
Shippensburg [LIST CONTINUES
206 E. Burd Street ON ATTACHED
Shippensburg, PA 17257 SHEET]
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.
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
Form OC-01 rev.10.l3.06 Page 5 of l 0
Estate of Robert J. Weinstein Petition for Adjudication
CONTINUATION TO PAGE 5, ITEM 9.A.
Phi Delta Theta Fraternity CHARITY $2,000 specific legacy
Dickinson College
PO BOX 1773
Carlisle, PA 17013
Dickinson College (general endowment fund) CHARITY 25% OF RESIDUE
P.O. Box 1773
Carlisle, PA 17013
Episcopal Diocese of Central PAnnsylvania CHARITY 12.5%OF RESIDUE
P.O. Box 11937
Harrisburg, PA 17108
J. Herman Bosler Memorial Library CHARITY 12.5% OF RESIDUE
158 West High Street
Carlisle, PA 17013
Estate of ROBERT J. WEINSTEIN , 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 ln
Full?
THERE ARE NO CLAIMANTS. ❑Yes �Yes
ALL KNOWN DEBTS HAVE BEEN ❑No �No
PAID.
�Yes �Yes
�No �No
�Yes �Yes
�No ❑No
�Yes �Yes
❑No Q 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? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . �Yes �No
Was family exemption allowed? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . �Yes �No
Family exemption claimant's name and relationship:
Name:N�`4 Relationship:
FormOG01 rev. l0.13.06 Page 6 of 10
_
__ _ _ _ _ __ __
Estate of ROBERT J. WEINSTEIN , 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 /nterest
02/10/2014 8,550.00 0
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:
NONE.
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-0! rev. IOJ3.06 Page 7 of 10
Estate of ROBERT J. WEINSTEIN , Deceased
16. Had the decedent been adjudicated an incapacitated person? . . . . . . . . . . ❑ Yes �No
If yes, attach a copy of the Order if available; otherwise state the Court, term, number,
date, and name of Hearing Judge.
17. A. List or attach a 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? . . . . . . . . . . . . . �Yes m No
18. If a reserve is requested, state amount and purpose.
Amount:
Purpose.� N�A
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? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . �Yes �No
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
As to real estate only? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . �Yes �No
Form OC-Ol rev. /0.13.06 Page 8 of 10
Estate of ROBERT J. WEINSTEIN , 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 Drstributee(s) Amount/Proportion
ST. JOHN'S EPISCOPAL/EPISCOPAL HOME 25% EACH
DICKINSON COLLEGE 25%
BOSLER LIBRARY/EPISCOPAL DIOCESE 12.5%EACH
B. Principal:
Proposed Distributee(s) AmoundProportion
ST. JOHN'S EPISCOPAL/EPISCOPAL HOME 25% EACH
DICKINSON COLLEGE 25%
BOSLER LIBRARY/EPISCOPAL DIOCESE 12.5% EACH
Submitted By:
(All petitioners must sign.
Add additional lines if necessary):
N/A
CQe..,''V�
Name of Petitioner:ALVIN H. BLITZ
Name of Petitioner:
FormOG01 rev. l0./3.06 Page 9 of 10
Estate of ROBERT J. WEINSTEIN , Deceased
Verification of Petitioner
(Verification must be by at least one petitioner.)
The undersigned hereby verifies * �t111t he/she N�A is r;rre N/A
of the above-named name of corporation N/A 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).
�' /Y
Signature of Petitione
*Corporate petitioners must 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
Form OC-01 rev. 10.l3.06 Page 10 of 10
PROOF OF PUBLICATION
State of Pennsylvania„County of Cumberland
Patrick Doane,Production 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):
December 31, 2013, ianuary 7, 14, 2014.
COPY OF NOTICE OF PUBLICATION
ON TICE�.GRANT(LF TTERS TESTAMENTARY
Lettero Tesfamentary in the Estate of ROBERT J.NfE1NSTEIN,deceased, Affldrit fUT't�IET'C�2pOS2S�ldt�12�S�le 1S riOt
let@ of Carlisle�`�r�puQh,;Cemberland County,Pennsylvania,na�e be.� " interested in the sub'ect matter of the
granted to tha ra�gned. J
All pe/sons knowing themselves to be indebted to the said eetate will rhaka afnl'eSd1CI TlOt1Ce OP dCIV2Pt1SeTTlellt, and that
, paymept immediately,and those having claims will present them for
��nt�, all allegations in the foregoing statement as
f►n,;��+:ar�,eX��to� . ' to time, place and character of publication
c/o Thomas E.Flower,Esquire'
FtOWER LAW;LLC aPe tPU2.
� 10 V)(est HigHStreet . �
Cadi"sle,PA 17013.
FLOWER LAW,LLC • i'�"'._�—�—�'--�-�
. _ �
Sworn to and subscribed before me this
���'��V�I1��� h�
��� -fi�1 � �
Notar Public
My commission expires:
CQMM�N-�TH G�F PENNSYL,1/,QNIlA
NotaNal�;aj"""^
Bethany M.Holtry,No��,public
Carlisle Boro,Cumberland County
MY Commission Expires Sept,z6�2015
MEMBER,PENNS�''Y VL p�y(,�,,i�cSOCIATION OF NOTqf�ES
- _
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 27 2013 Januarv 3 and January 10 2014
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 �--
' L' a Marie Coyne, Editor
,�
��..
SWORN TO AND SUBSCRIBED before me this
10 day of Januarv 3, 2014
�
Notary
Weinstein,Robert J.,dec'd.
Late of Carlisle Borough.
Executor:Alvin H.Blitz c/o Thom-
as E.Flower,Esquire,Flower Law,
LLC,10 West High Street,Carlisle,
PA 17013. "aC1TARiAL SEAL
Attorneys: Flower Law,LLC. DEB��l�FH A CUI_LINS
liOjdP}7�L'�filC
CAF;IiSI.E BOROUG}i,CUh.48ERLAND COUNTY
My Commissian Expires Apr 7_8,2014
IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY,PENNSYLVANIA
ORPHANS' COURT DIVISION
In re: :
Estate of ROBERT J. WEINSTEIN, . No. 2013-01310
deceased :
Late of Carlisle Borough :
CERTIFICATION OF NOTICE
I hereby certify that written notice of the date,time and place of presentation for audit of the
First and Final Account for the Estate of Robert J. Weinstein has been given by first class mail on
May 16, 2014, to every unpaid claimant who has given written notice of a claim and to every other
person known to have or to claim an interest in the estate as beneficiary, creditor, heir or next of kin
pursuant to Pennsylvania Orphans' Court Rule 6.3.
Date: 5 � /
Thomas E. Flower, Esquire
Attorney I.D.No. 83993
Flower Law, LLC
10 West High Street
Carlisle, PA 17013
(717)243-5513
In re: Estate of ROBERT J. WEINSTEIN No. 2013-01310
List of Parties Served with Notice of Filing Account
Rev. Canon Mark A. Scheneman, Rector
St. John's Episcopal Church
P.O. Box 612
Carlisle, PA 17013
Mary Grace Shearer, Executive Dir.
Episcopal Home of Shippensburg
206 E. Burd Street
Shippensburg, PA 17257
Joe Martellaro, Gift Planning Officer
Dickinson College Office of College Advancement
P.O. Box 1773
Carlisle, PA 17013
William Graffius
Diocesan Administrative Officer
Episcopal Diocese of Central Pa.
P.O. Box 11937
Harrisburg, PA 17108
Jeffrey D. Swope, Executive Dir.
J. Herman Bosler Memorial Library
158 West High Street
Carlisle, PA 17013
Office of the Attorney General
Charitable Trusts and Orgs. Section
Strawberry Square
Harrisburg, PA 17120
FLOWER LAW,LLC � � p �
10 W. HIGH STREET
CARLISLE, PA 17013
James D. Flower, 7r. (1953-2013) PHONE: (717)243-5513
Thomas E. Flower FACSIMILE: (717)241-4021
May 16, 2014
St. John's Episcopal Church
P.O. Box 612
Caxlisle, PA 17013
In re: The Estate of Robert J. Weinstein
NOTICE OF ACCOUNT
This letter will advise you, as required by law,that the First and Final Account of Alvin
H. Blitz,Executor of the above-referenced esta.te, has been filed for Audit with the Orphans'
Court Division of Cumberland County Court of Common Pleas, in Carlisle, Cumberland County,
Pennsylvania. The Account, which includes a Schedule of Proposed Distribution, will be
presented for audit, confirmation and distribution on June 17, 2014, at 9:30 a.m.
A copy of the Account is enclosed.
If you have no objections to the Account, or the matters set forth within the Account, no
action is required.
However, if you should have any objection to the transactians shown in the Account, or
omitted from the Account, you must file with the Clerk of the Orphans' Court Division,prior to
the date and time of audit, and in writing, objections thereto in conformity with the Cumberland
County Orphans' Court Rules. In the absence of timely written objections, the Court will
assume that you, as beneficiary, have no objections to the Account and the right to object will be
waived.
However, if you should have any questions or objections, we would appreciate your
contacting us so that we can attempt to resolve any problems informally.
Very truly yours,
FLOWER LAW, LLC
��
Thomas E. Flower
Enclosure
Email:Tom@Flower-law.com
FLOWER LAW, LLC � O p �
10 W. HIGH STREET
CARLISLE, PA 17013
James D. Flower, 7r. (1953-2013) PHONE: (717)243-5513
Thomas E. Flower FACSIMILE:(717)241-4021
May 16, 2014
The Episcopal Home of Shippensburg
206 E. Burd Street
Shippensburg, PA 17257
In re: The Estate of Robert J. Weinstein
NOTICE OF ACCOUNT
This letter will advise you, as required by law,that the First and Final Account of Alvin
H. Blitz,Executor of the above-referenced estate, has been filed for Audit with the Orphans'
Court Division of Cumberland County Court of Common Pleas, in Carlisle, Cumberland County,
Pennsylvania. The Account, which includes a Schedule of Proposed Distribution, will be
presented for audit, confirmation and distribution on June 17, 2014, at 9:30 a.m.
A copy of the Account is enclosed.
If you have no obj ections to the Account,or the matters set forth within the Account, no
action is required.
However, if you should have any objection to the transactions shown in the Account, or
omitted from the Account, you must file with the Clerk of the Orphans' Court Division, prior to
the date and time of audit, and in writing, objections thereto in conformity with the Cumberland
County Orphans' Court Rules. In the absence of timely written objections, the Court will
assume that you, as beneficiary, have no objections to the Account and the right to object will be
waived.
However, if you should have any questions or objections, we would appreciate your
contacting us so that we can attempt to resolve any problems informally.
Very truly yours,
FLOWER LAW,LLC
CV ` " `�
Thomas E. Flower
Enclosure
Email:Tom@Flower-law.com
FLOWER LAW, LLC � O p �
10 W. HIGH STREET
CARLISLE, PA 17013
James D. Flower, Jr. (1953-2013) PHONE: (717)243-5513
Thomas E. Flower � FACSIMILE: (717)241-4021
May 16, 2014
Joe Martellaro, Gift Planning Officer
Dickinson College Office of College Advancement
P.O. Box 1773
Carlisle, PA 17013
In re: The Estate of Robert J. Weinstein
NOTICE OF ACCOUNT
This letter will advise you, as required by law,that the First and Final Account of Alvin
H. Blitz, Executor of the above-referenced estate, has been filed for Audit with the Orphans'
Court Division of Cumberland County Court of Common Pleas, in Carlisle, Cumberland County,
Pennsylvania. The Account, which includes a Schedule of Proposed Distribution, will be
presented for audit, confirmation and distribution on June 17, 2014, at 9:30 a.m.
A copy of the Account is enclosed.
If you have no objections to the Account, or the matters set forth within the Account,no
action is required.
However, if you should have any objection to the transactions shown in the Account, or
omitted from the Account, you must file with the Clerk of the Orphans' Court Division,prior to
the date and time of audit, and in writing, objections thereto in conformity with the Cumberland
County Orphans' Court Rules. In the absence of timely written objections, the Court will
assume that you, as beneficiary, have no objections to the Account and the right to object will be
waived.
However, if you should have any questions or objections, we would appreciate your
contacting us so that we can attempt to resolve any problems informally.
Very truly yours,
FLOWER LAW,LLC
��
Thomas E. Flower
Enclosure
Email:Tom@Flower-law.com
FLOWER LAW, LLC -� � � 11
10 W. HIGH STREET
CARLISLE, PA 17013
James D. Flower, 7r. (1953-2013) PHONE: (717)243-5513
Thomas E. Flower FACSIMILE:(717)241-4021
May 16, 2014
Episcopal Diocese of Central Pennsylvania
P.O. Box 11937
Harrisburg, PA 17108
In re: The Estate of Robert J. Weinstein
NOTICE OF ACCOUNT
This letter will advise you, as required by law, that the First and Fina.l Account of Alvin
H. Blitz, Executor of the above-referenced estate,has been filed for Audit with the Orphans'
Court Division of Cumberland County Court of Common Pleas, in Carlisle, Cumberland County,
Pennsylvania. The Account,which includes a Schedule of Proposed Distribution, will be
presented for audit, confirmation and distribution on June 17, 2014, at 9:30 a.m.
A copy of the Account is enclosed.
If you have no objections to the Account, or the matters set forth within the Account, no
action is required.
However, if you should have any objection to the transactions shown in the Account, or
omitted from the Account, you must file with the Clerk of the Orphans' Court Division, prior to
the date and time of audit, and in writing, objections thereto in conformity with the Cumberland
County Orphans' Court Rules. In the absence of timely written objections,the Court will
assume that you, as beneficiary, have no objections to the Account and the right to object will be
waived.
However, if you should have any questions or objections, we would appreciate your
contacting us so that we can attempt to resolve any problems informally.
Very truly yours,
FLOWER LAW,LLC
Thomas E. Flower
Enclosure
Email:Tom@Flower-law.com
� O G°� �
FLOWER LAW, LLC
10 W. HIGH STREET
CARLISLE, PA 17013
7ames D. Flower, 7r. (1953-2013) PHONE: (717)243-5513
Thomas E. Flower FACSIMILE: (7l7)241-4021
May 16, 2014
J. Herman Bosler Memorial Library
158 West High Street
Carlisle, PA 17013
In re: The Estate of Robert J. Weinstein
NOTICE OF ACCOUNT
This letter will advise you, as required by law, that the First and Final Account of Alvin
H. Blitz,Executor of the above-referenced estate, has been filed for Audit with the Orphans'
Court Division of Cumberland County Court of Common Pleas, in Carlisle, Cumberland County,
Pennsylvania. The Account, which includes a Schedule of Proposed Distribution, will be
presented for audit, confirmation and distribution on June 17, 2014, at 9:30 a.m.
A copy of the Account is enclosed.
If you have no objections to the Account, or the matters set forth within the Account, no
action is required.
However, if you should have any objection to the transactions shown in the Account, or
omitted from the Account, you must file with the Clerk of the Orphans' Court Division, prior to
the date and time of audit, and in writing, objections thereto in conformity with the Cumberland
County Orphans' Court Rules. In the absence of timely written objections, the Court will
assume that you, as beneficiary, have no objections to the Account and the right to object will be
waived.
However, if you should have any questions or objections, we would appreciate your
contacting us so that we can attempt to resolve any problems informally.
Very truly yours,
FLOWER LAW, LLC
C�
Thomas E. Flower
Enclosure
Email:Tom@Flower-law.com
, � o ° �
Op
NOTICE OF CHARITABLE GIFT
(In Accordance with Pa. O.C. Rule 5.5)
COURT OF COMMON PLEAS OF
CUMBERLAN D COUNTY, PENNSYLVANIA
ORPHANS' COURT DIVISION
ESTATE OF ROBERT J. WEINSTEIN ,�SETTLOR �DECEASED
No. 21-13-1310
Chief, Charitable Trusts and Organizations Section S/`��/�
Office of the Attorney General Date:
Dear Sir or Madam:
Notice is given of a charitable gii�as follows:
1. T'he nature of the present proceeding is:
(a) An Account which has been or will be listed for Audit in the Orphans' Court on
JK,�t o�—, �-1 � 2p� �n CARLISLE, CUMBERLAND COUNTY,PA
(State name ojCourthouse and town/city.)
The time and place of the Audit is Court Room at 9:30 o'clock. If not
provided herein, the time and location will be provided upon request when that information
becomes available.
(b) If the proceedings are other than an Account, state the nature of the proceedings and the
place, date and time fixed for hearing:
N/A
'If more space is required,attach additional sheets.
Form OG06 rev./0.13.06 Page 1 of 4
-
�
Estate of ROBERT J. WEINSTEIN
�Settlor 0 Deceased
2. Charitable gifts are made as follows:
(a) Give full names and addresses of charities, and names and addresses of counsel, if any.
St. John's Episcopal Church,PO BOX 612, CARLISLE, PA 17013
Episcopal Home of Shippensburg, 206 E. BURD ST, SHIPPENSBURG, 17257
Dickinson College, PO BOX 1773, CARLISLE,PA 17013
Episcopal Diocese of Central Pa., P.O. Box 11937, Harrisburg, PA 17108
J. Herman Bosler Memorial Library, 158 W. HIGH ST., CARLISLE, PA 17013
Phi Delta Theta Fraternity,PO BOX 1773, CARLISLE, PA 17013
(b) If pecuniary legacies, state exact amounts and indicate whether legacies will be or have
been paid in full; if not give reasons therefor.
Phi Delta Theta Fraternity - $2,000 SPECIFIC LEGACY HAS BEEN PAID IN FULL.
(c) If the charitable interest is a future interest and the estimated present value of the property
involved exceeds$25,000, a brief description thereaf including the conditions precedent to
its vesting in enjoyment and possession, the names and ages of persons known to have
interests preceding such charitable interest, and the approximate market value of the
property involved.
N/A
(d) If residuary gift, state nature and value of share.
St. John's Episcopal Church 25%
Episcopal Home of Shippensburg 25%
Dickinson College 25%
Episcopal Diocese of Central Pa. 12-1/2%
J. Herman Bosler Memorial Library 12-1/2%
Form OC-06 rev. 10.13.06 Page 2 of 4
Estate of ROBERT J. WEINSTEIN Settlor
� m Deceased
3. Provide a brief statement of all pertinent questions to be submitted to the Court for
Adjudication, including unresolved claims and any material questions of interpretation or
distribution which may affect the value of the charitable interest.
NONE.
4. The names and addresses of the fiduciaries are (state whether Executors and/or Trustees):
ALV1N H. BLITZ, EXECUTOR, 802 WELLINGTON DR., CARLISLE,PA 17013
5. The names and addresses of counsel for the fiduciaries:
THOMAS E. FLOWER, FLOWER LAW, LLC, 10 W. HIGH ST., CARLISLE, PA 17013
6. The names and addresses of counsel for any charity who has received notice or has appeared for
it:
NONE.
Form OC-06 rev. 10.I3.06 Page 3 of 4
_ __ _ _ _
L
Estate of ROBERT J. WEINSTEIN �Settlor
�Deceased
7. (a) A copy of the instrument creating the gift is attached hereto.
(b) If the gift is other than a pecuniary legacy which will be paid in full, there is attached
hereto:
(1) A copy ofthe Account, if one has been filed
(2) A copy of any other relevant documents
Very truly yours,
��
, -
signaa,re
THOMAS E. FLOWER, #83993
Attorney's Name and Supreme Co:vt I.D.No.
FLOWER LAW, LLC
Attorney's Address
10 W. HIGH ST. , CARLISLE, PA 17013
(717) 243-5513
Attorney's Telephone
Form OC-06 rev.1OJ3.06 Page 4 of 4