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HomeMy WebLinkAbout07-08-14 _ _ _ � . , ��� 9�� �� FIRST AND FINAL ACCOUNTING - and PROPOSED SCHEDULE OF DISTRIBUTION FRANK GREENAWALT,EXECUTOR for Estnte of LA-URA-�R��NA YYAl2'IfRLIDER;Deceased Estate No. 21-12-1225 (Cumberland�ounry) Date of Death: ll/13/2012 Date of Executor Appointment: 11/27/2012 Date of First Complete Advertisement of Letter: 12/7/2012 Accounting for the Period: 11/27/12 TO 6/26/2014 PURPOSE OF THIS ACCOUNT: Frank Greenawalt,Executor offers this account to acquaint interested parties with the transactions that have occurred during the Administration of this Esate and to Review the Proposed Schedule of Final Distribution. It is important that the Account and Proposed Schedule of Final Distribution be carefully examined.Requests for additionat information,questions or objections can be discussed with: . COYNE&COYNE,P.C. Lisa Marie Coyne,Esq. �..,,,, Pa.Supreme Ct.No.53788 ��,_ ts� ,� 3901 Market Street 1 �,'„ ' - �" Camp Hill,PA 17011-4227 L.:� ' �'` -,�- �Q 717-737-0464 �— � Attorney For Estate - t� ,. _ � r�;� ; � �n� ' � CL ' � -� _�-�--�z U , C_� ' ' °� ��J � 7'_ } i . � C_� '� �� �.� � � Page 1 � h�' . _ _ __ __ ESTATE OF LAURA GREENAWALT KREIDER, DECEASED Date of Death: November 13,2012 Estate No.21-12-1225 A B C D E � RECEIPTS OF PRINCIPAL 2 Fiducia 3 Assets Listed in Inventor Ac uisition 4 Valued as of Date of Death Value 5 g Cash: � 7 M&T Checkin Acct.#XXXX5118 $ 134,614.28 8 M&T Certificate of De osit#XXXXXXXXXX2108 $ 64,119.67 g M&T Certificate of De osit#XXXXXXXXXX4887 $ 15,283.43 10 M&T Certificate of De osit#XXXXXXXXXX4879 $ 2,062.79 11 PSECU Savin s Acct. $ 135.37 12 PSECU Mone Market Acct. $ 65,348.11 13 PSECU Certificate of De osit $ 18,420.98 14 PSECU Certificate of De osit $ 19,876.43 15 Mor an Stanle Cash and Citibank,N.A.(Account#341-902606-409) $ 233,212.99 $ 553,074.05 16 17 Investments Sold/Li uidated 3/12/2013 : 18 Date Sold � 19 3/5/2013 Bristol M ers S uibb Co(BMY):sold 325.000 shares ,$37.49/share • $ 12,184.25 20 3/5/2013 Clearbrid e Energy MLP FD Inc(CEM):sold 524.000 shares $25.9429/share $ 13,594.08 21 3/5/2013 Clearbrid e Ener MLP OPP FD(EMO):sold 581.000 shares @$22.7203/share $ 13,200.49 22 3/5/2013 Tortoise MLP Fund Inc(NTG):sold 434.000 shares(a�$27.6134/share $ 11,984.22 23 3/6/2013 Tortoise MLP Fund Inc(NTG :sold.558 shares(a�$27.6134/share $ 15.41 24 3/6/2013 Clearbrid e Ener MLP FD Inc(CEM :sold.74 shares $25.9429/share $ 19.20 25 3!6/2013 Clearbrid e Ener y MLP OPP FD(EMO):sold.141 shares @$22.7203/share $ 3.20 26 3/8/2013 AT&T Inc(T):sold 350 shares $36.5831/share $ 12,804.09 27 3/8/2013 PPL Cor oration(PPL):sold 865 shares @$31.2316/share $ 27,015.33 28 3/12/2013 Tortoise MLP Fund Inc(NTG :sold 6.000 shares $26.65/share $ 159.90 29 3i12/2013 PIMCO Total Return A(PTTAX):sold 1,101.345 shares ,$11.20/share $ 12,335.06 30 3/12/2013 PIMCO Total Return A(PRTNX):sold 1,002.023 shares(a�$12.13/share $ 12,154.54 31 3/12/2013 O enheimer SR Floating Rate A(OOSA�:sold 1,519.174 shares $837/share $ 12,715.49 32 3/12/2013 Allianceber Hi h Income A(AGDAX):sold 1,414.079 shares $9.65/share $ 13,645.86 33 3/12/2013 MFS Emerging Markets Debt A(MEDA�:sold 809.043 shares @$16.04/share $ 12,977.05 34 3/12/2013 Tem leton Global BD FD A TPINX):sold 909.576 shares $13.58/share $ 12,352.04 35 3/12/2013 Gatewa Fund A(GATEX):sold 526.583 shares $27.98/share $ 14,733.79 36 3/12/2013 TA Multi-M r ALT Strat A(IMUAX):sold 1,492.193 shares ,$10.08/share $ 15,04131 37 3l13/2013 Hi hland Long Short E uity A(HEOAX):sold 1,308.341 shares $11.31/share $ 14,79734 38 3l13/2013 Tortoise MLP Fund Inc TG):soid.859 shares ,$26.65/share $ 22.89 $ 211,755.54 39 40 Recei ts Subse uent to DOD: 41 11/19/2012 De osit Into M&T Individual Acccount $ 10,000.00 42 12/19/2012 Refund from Messiah Village $ 1,184.00 43 12/15/2012 Interest Checkin Acct.--Metro Bank for 2012 $ 16.99 44 11/30//12 Interest from M&T CDs $ 22,95 45 3/5/2013 PSERS--Retirement Refund $ 281.64 46 9/19/2013 Refund from IRS $ 5.05 --__ _-- 47 12/13/2013 Interest from Estate Members 1 st FCU to date for 2013 $ 47.95 48 12/13/2013 Interest from Estate Metro Checkin Acet.to date for 2013 $ 465.18 49 6/1/2014 Inerest from Estate Metro Checkin Acct.to date for 2014 $ 133.29 $ 12,157.05 50 51 TOTAL RECEIPTS OF PRINCIPAL $ 776,986.64 ESTATE OF LAURA GREENAWALT KREIDER,DECEASED Date of Death: November 13,2012 Estate No.21-12-1225 A B C D E 52 53 DISBURSEMENTS OF PRINCIPAL 54 55 Check Debts and Ex enses: 56 Date: Amount 57 11/14/2012 1297 Musselman Funeral Paid from M&T Individual Account--Uncleared at DOD) $ 750.00 58 11/15/2012 1298 Messiah Lifeways (Paid from M&T Individual Account--Uncleared at DOD) $ 9,853.75 59 ll/16/2012 1299 Rolling Green Cemetary(Paid from M&T Individual Account--Uncleared at DOD) $ 285.00 60 12/13/2012 101 Alert Pharmac $ 10.00 61 12/18/2012 102 Messiah Lifewa s $ 3,750.40 62 1/2/2013 103 Cumberland Law Journal legal ad) $ 75.00 63 1/15/2013 104 Patriot News(legal ad) $ 123.38 64 106 VOID 65 2/18/2013 107 PA De artment of Revenue(State Income Taxes for 2012) $ 238.p0 66 2/18/2013 108 U.S.Treasury(Federal Income Taxes for 2012) $ 706.00 67 2/18/2013 109 Aldo Camaie(2012 Income Tvc Return Pre aration) $ 150.00 68 4/25/2013 I10 VOID 69 5/8/2013 112 Re ister of Wills(filin fee) $ 15.00 7p 118 VOID 71 7/5/2013 119 Re ister of Wills additional robate fees) $ 250.00 72 1/31/2014 123 Re ister of Wills--Filin Fee Su lemental Return $ 15.00 73 2/8/2014 124 Re ister of Wills(additional robate fees $ 100.00 74 4/2/2014 125 PA De t.of Revenue(2013 State Taxes $ 308.00 75 4/2/2014 126 Carey Associates(Pre Fees for 2013 Initial Fiducia Return) $ 200.00 $ 16,829.53 76 — 77 Brokera e Commissions: 78 3/5/2013 Bristol M ers--Commissions(BMY) $ 309.73. 79 3/5/2013 Clearbridge Energ MLP FD Inc--Commissions(CEIVn $ 342.07 80 3/5/2013 Clearbridge Ener y MLP OPP FD--Commissions(EMO) $ 333.11 81 3/5/2013 Tortoise MLP Fund Inc--Commissions(NTG $ 305.08 82 3/5/2013 PPL Cor oration--Commissions(PPL) $ 603.71 83 3/5/2013 AT&T Inc--Commissions(T) $ 324.01 84 3/12/2013 Tortoise MLP Fund Inc--Commissions(NTG) $ 22.50 $ 2,240.21 85 86 Inheritance Tax Paid: 87 2/12/2013 105 Re ister of Wills--Estimate Inheritance Durin Discount Period $ 70,000.00 88 5/8/2013 111 Register of Wills $ 16,209.56 89 7/31/2013 120 Re ister of Wills $ 853.13 90 1/31/2014 122 Re ister of Wills--Inheritance Tax Su lemental Return $ 16,475.69 91 6/26/2014 127 Register of Wills--Supplemental Inheritance Tax Due per Appraisement _ $ 45.42 $ 103,583.$0 92 93 Partial Attornev's Fees Pavment: 94 1/30/2014 121 Co ne&Coyne,P.C.(Partial Pa ment of Attorne Fees $ 12 601.57 $ 12,601.57 95 96 PartialDisbursements to Beneficiaries:Residual Heirs 97 5/14/2013 116 St.Theresa Catholic Church- artial distribution of 15°/a of residual estate $ 70,795.77 98 5/14/2013 113 Bethesda Mission- artial distribution of 10%of residual $ 47,197.18 99 5/14/2013 115 The Salvation Army- artial distribution of 5°/a of residual estate $ 23,598.59 100 5/14/2013 114 Messiah Villa e- artial distribution of 5%of residual estate $ 23,598.59 $165,190.13 101 � 102 5/14/2013 117 Frank Greenawalt parital 65%of residual estate $ 306 781.68 $ 306,7$1.68 103 $ 607,226.92 104 TOTAL DISB DRSEMENT OF PRINCIPAL: 105 ESTATE OF LAURA GREENAWALT KREIDER, DECEASED Date of Death: November 13,2012 Estate No.21-12-1225 A B C D E 106 Total Recei ts and Princi al $ 7�6,986.64 107 Total Distributions of Princi al $ 607,226.92 108 109 TOTAL NET ESTATE $ 169,759.72 110 111 Pro osed Final Distributions To: 112 113 Administration Ex enses: 114 Reserves $ 1,000.00 115 Frank Greenawalt--Executor's Commission $ 22,500.00 ' 116 Coyne&Co ne,P.C.--Final balance of Attorne Fees $ 10,500.00 $34,000.00 117 118 Residual Heirs: 119 St.Theresa Catholic Church-Balance Due of 15%of residual estate $ 35,901.53 120 Bethesda Mission-Balance Due of 10%of residual estate $ 23,934.35 121 The Salvation Arm -Balance Due of 5%of residual estate $ 11,967.18 122 Messiah Village-Balance Due of 5%of residual estate $ 11,967.18 $ 83,770.24 123 � 124 Frank Greenawalt-Balance Due of 65%of residual estate $ 51,989.48 $ 51,989.48 125 126 Total Distributions: $169,759.72 127 1 8 129 Frank Greenawalt,Executor of the Estate of Laura Greenawalt Kreider,deceased,hereb declares 130 an oath that he has fully and faithfull discharged the duties of his office;that the fore oin First 131 and Final Accountin AND ro osed schedule of distributions are true and correct and full discloses 132 all the si nificant transactions occurrin during the accountin eriod;and that all known claims a ainst the 133 Estate have been aid in full;that to his knowledge,there are no claims now outstandin a ainst the Estate; 134 and that all taxes resentl due have been paid. 135 136 137 u � � 138 Frank Greenawalt,Executor 139 140 Sworn and subscribed before 141 me this — da of 142 2014 143 r 144 145 Nota Pu lic 146 147 148 COMMONWEALTH Of PENNSYLVANIA NOTARIAL SEAL Lfsa Mcrie Coyne, Notary Public Hampden town=hip.Cumbertand CouMy My Commission Expires June 10, 2016 e�r�v,.r1�-..'�� h DECEDENT'S ESTATE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA .,, ORPHANS' COURT DIVISION � =, � C� _--- -S:i+ ��+ C....._ r..�....�,^ i CTJ"[' � '' T�=��. �._ �}.. � ,_ , f� ESTATE OF LAURA GREENAWALT KREIDER , DECEAS�� � � c7�° 4v �� �:.� -, ' No. 21-12-1225 -'_�a� €v rr_. `_��; D � ��`��� -►� � 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. INCL UDE ATTACHMENTS AT THE BACK OF THIS FORM. Name of Counsel: LISA MARIE COYNE, ESQ. Supreme Court LD.No.: 53788 Name of Law Firm: COYNE& COYNE, P.C. Address: 3901 MARKET STREET, CAMP HILL, PA 17011-4227 Telephone: �17-737-0464 Fax: 717-737-5161 Form OC-01 rev.10.13.06 Page 1 of 10 � � Estate of LAURA GREENAWALT KREIDER , Deceased 1. Name(s)and address(es)of Petitioner(s): Name: FRANK GREENAWALT Add.ess: 5044 Erbs Bridge Road Mechanicsburg,PA 17050 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 November 13, 2012 � Letters Testamentary or �Letters of Administration were granted to Petitioner(s)on November 27. 2012 Date of Will (if applicable): October 2, 2003 (See Exhibit "A") Date(s) of Codicil(s) ('f applicable): None Date of probate (if different from date Letters granted): 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: patriot News: Dec. 14, 21, 28, 2012 and Cumberland Law Journal: Dec. 7, 14, 21, 2012 (See Exhibit "B") Form OG01 rev.10.13.06 Page 2 of 10 Estate of LAURA GREENAWALT KREIDER , 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): 6. Did decedent marry after execution of Will or Codicil(s)? . . . . . . . . . . . 0 Yes � No Were any children born to decedent after execution of Will or Codicil(s)? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . �Yes � No If yes, give names and dates of birth: Name: Date of Birth: 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? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . m Yes � No Form OG01 rev. �0.�3.06 Page 3 of 10 Estate of LAURA GREENAWALT KREIDER , 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 ojEach Party in Inrerest I Relationship and Comments,if any I Interest St. Theresa Catholic Church Charity (See Exhibit 15%of Residual 1300 Bridge Street "C-1" for "Partial New Cumberland, PA 17070 Receipt and Release") The Salvation Army Charity (See Exhibit 5%of Residual P.O. Box 61798 "G2" for"Partial Harrisburg, PA 17106-1798 Receipt and Release") Form OC-01 rev.10.13.06 Page 4 of 10 Estate of LAURA GREENAWALT KREIDER ,Deceased Name and Address orEach Parry in Interest I Relationship and Comments,irany I Interest Bethesda Mission Charity(See Exhibit 10%of Residual 2101 North Front Street "C-3" for "Partial Building 1, Suite 301, P.O. Box Receipt and Release') 3041, Harrisburg, PA 17105 See attached "Continuation of Paragraph 9 of Petition for Adjudication" 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. 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. N/A Form OC-Ol rev. 10.13.06 Page 5 of 10 Name of Decedent: LAURA GREENAWALT KREIDER Date of Death: November 13, 2012 Will No.: 21-12-1225 Continuation of Paragrauh 9 of Petition for Adiudication Name and Address of Heir: Messiah Village 100 Mt. Allen Drive Mechanicsburg, PA 17055 Relationship: Charity Interest: 5% of Residual Note: Bequest has been partially paid ($23,598.59) on May 14, 2013. See attached"Partial Receipt and Release", dated June 3, 2013. (Exhibit"C-4") Name and Address of Heir: Frank Greenawalt 5044 Erbs Bridge Road Mechanicsburg, PA 17050 Relationship: Brother Interest: 65% of Residual Also, all household furnishings, personal effects, other tangible personal property, and all family photos, movies, slides, videos, scrapbooks, and albums Note: Item 6 bequest per Final Will has been partially paid on May 14, 2013. See attached "Partial Receipt and Release", dated May 14, 2013. (Exhibit"C-5") Item 4 and 5 bequests per Final Will pending distribution per Final Accounting Approval. See attached Final Accounting and Proposed Schedule of Distribution. (Exhibit"D") 1 _ _ _ _ Estate of LAURA GREENAWALT KREIDER , Deceased 10. Other than the claim for the family exemption, list the names of all known claimants and the amount of their claims and state whether each claim is admitted. Name and Address of Each Claimant Amount of Claim Claim Will Claim Admitted? Be Paid In Full? See attached First and Final �Yes �Yes Accounting and Proposed Schedule of �No ONo Distribution(Exhibit "D") �Yes �Yes ONo �No �Yes �Yes �No �No �Yes DYes ONo �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: Relatronship: Form OG01 rev.10.13.06 Page 6 of 10 ���w����+��:,���� ��� ����� ������w� ��������a _ �,�_ Estate of LAURA G KREIDER , 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 02/12I2013 70,000.00 05/08I2013 16,209.56 07/31/2013 853.13 01/31/2014 16,457.69 06126/2014 45.42 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 0 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 decedenYs 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?............................................................. � ves Q No 15. If Petitioner(s) has/have knowledge that a share has been assigned, renounced, disclaimed or attached, provide a copy of the assignment, renunciation, disclaimer or attachment, together with any relevant supporting documentation. Form OC-01 Rev.10-13-2006 Copyright(c)2006 fortn software only The Lackner Group,i��. Page 7 of 10 �� � � � �x�'�� �'x���'N� g-�'":���.�kr���fl�..^�.���U�W� _��a''�P.. Estate of LAURA G KREIDER , Deceased 16. Had the decedent been adjudicated an incapacitated person?............................................ � Yes Q 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 Descnption 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. Amo�nt: 1�000.00 P°�°Se: Cost of preparation of the final fiduciary tax returns and payment of final taxes and any final bank fees along with the filing fee for this Petition for Confirmation of Account 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 Q rvo If so, attach a copy of the notice. 19. Is the Court being asked to direct the filing of a Schedule of Distribution?................................................................................ � Yes Q No Asto real estate only?.......................................................................................................... � Yes � rvo Form OC-O'I Rev.10-13-2006 Copyright(c)2006 fortn softwara only The Lackner Group,inc. Page 8 of 10 Estate of LAURA GREENAWALT KREIDER , 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) AmoundProportion See attached First and Final Accoutning and Proposed Schedule of Distribution(Exhibit "D") B. Principal: Proposed Distributee(sJ AmoundProportion See attached First and Final Accounting and Proposed Schedule of Distribution (Exhibit "D") Submitted By: (�ill petitioners must sign. Add additional lines if necessary): '1 G��:�-x.!�K'';'�i'',�=�,�°-�-.,%�%� Name of Petitioner:FRANK GREENAWALT Name of Petitioner: FormOC-O] rev. 10.�3.06 Page 9 of 10 _ _ _ Estate of LAURA GREENAWALT KREIDER , Deceased Verification of Petitioner (Verification must be by at least one petitioner.) The undersigned hereby verifies * [that heis�,e is tr:re of the above-named name ofcorporation 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). Signature of Petitioner *Corporate petitioners must complete bracketed information. Certification of Counsel The undersigned counsel hereby certifies that the foregoing Petition far 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. �� , � c �— ig ture of Counsel for etitioner Form OG01 rev.10.13.06 Page 10 of 10 Exhibit A . a� LAS'�' W�.�L AND '7C�S�'AI��ENT' O�' LAL�A GR��NAWAL�' ]K][���]E� I, LAURA GREENAWALT KREIDER of Mechanicsburg, Cumberland County, Pennsylvania, declare this to be my Last Will and revoke any will or codicil previously made by me. ITEM 1: Upon my demise, I direct my Executor arrange for procurement/installation of and payment for a bronze marker on my grave, the type and description of which has been lodged with my Executor in separate instructions. ITEM 2: I direct that all my just debts and funeral expenses be paid as soon as practical after my death. ITEM 3: I direct that all taxes and interest and penalties thereon that may be assessed in ,. � consequence of my death, of whatever nature and by whatever jurisdiction imposed, shall be paid from Wmy residuary estate as a part of the expense of the admmistration of my Estate. Q H �? ITEM 4: � I give, devise and bequeath to my brother, FRANK GREENAWALT, all my v4 x E� household furnishings, personal effects and other tangible personal property of every kind, to keep in a � 3 kind or sell, as he shall elect. Any of my clothing which is of no interest to my brother, Frank, and � z � cannot be sold, shall be donated to any of the following organizations: � � ,� A. The Salvation Army; � aB. The Volunteers of America; C. The Bethesda Mission; D. GoodwillIndustries; 1 • . . i1 � ' E, Any local benevolent organization which might have use for such items. ITEM 5: I give, devise and bequeath all FAMILY photos, movies, slides, videos, scrapbooks, or albums to my brother, FRANK GREENAWALT, only. If he should have no interest in such items,the items will be destroyed,not sold. ITEM 6: All the rest,residue and remainder of my estate of every nature and wheresoever situate, together with insurance thereon I direct my Executor hereinafter named to expeditiously convert into cash and to divide my residuary estate among the following named persons or organizations and in the percentages as set forth below: A. Fifteen (15%) percent to ST. THERESA CATHOLIC CHiJRCH, Bridge Street, New Cumberland, Pennsylvania, to be used for maintenance and upkeep of the church. g, Fife (5%) percent to SALVATION ARMY 1122 Green Street, Harrisburg, .� Pennsylvania. A C. Ten (10%) percent to BETHESDA MISSION, 611 Reily Street, Harrisburg, H � Pennsylvania. a D, Five (5%) percent to MESSIAH VILLAGE, Mechanicsburg, Pennsylvania, to � Wprovide medical services and assistance. w � E, Sixty-Five (65%) percent to my brother, FRANK GREENAWALT, 5044 Erb's �� a Bridge Road, Mechanicsburg, Pennsylvania. In the event my brother, Frank D � a Greenawalt is not living on the date of my demise, I give, devise and bequeat � his share to be divided equally among St. Theresa Catholic Church, Salvation Army,Bethesda Mission and Messiah Village. 2 i, � � 1. • • ITEM 7: Until distributed, no gift or beneficial interest shall be subject to anticipation or voluntary or involuntary alienation. ITEM 8: I nominate, constitute and appoint my brother, FRANK GREENAWALT, Executor of this my Last Will. Should my brother, Frank Greenawalt fail to qualify or cease to act for any reason as my Executor, I appoint LISA MARIE COYNE, of 3901 Market Street, Camp Hill, Pennsylvania,alternate Executrix of this my Last Will. ITEM 9: I direct that my personal representative, trustee or their successors shall not be required to give bond for the faithful performance of their duties in any jurisdiction. IN WITNESS WHEREOF, I have hereunto set my hand and seal to this, my Last Will and Testament,this e��11 i day of��t"b�"eP _,2003. G��,e�a �'�°�0�-�.�,�.i"��D,c�-�U LAURA GREENAWALT KREIDER Signed, sealed, published and declared by the above-named Testatrix as and for her Last Will � and Testament in our presence, who, at her request, in her presence and in the presence of each other, have hereunto subscribed our names as attesting witnesses. �,wtic,`�(Qr�.J _ residing at ��J I/R�c'I� S�tct�` '�`�� � /70`� � �a. ��/7a� residing at � 3 � , COMMONWEALTH OF PENNSYLVANI�1 ) ) ss: COUNTY OF CUMBERLAND ) We, LAURA GREENAWALT KREIDER, �/t�k-- ('�' ���'�'� , and � U S'�l�) � � ���� , the Testatrix and the witnesses respectively, whose names are signed to the attached or foregoing instrument, being first duly sworn, do hereby declare to the undersigned authority that the Testatrix signed and executed the instrument as her Last Will and that she had signed willingly, and that she executed it as her free and voluntary act for the purpose therein expressed, and that each of the witnesses, in the presence and hearing of the Testatrix, signed the will as witness and that to the best of his or her knowledge, the Testatrix was at the time eighteen (18) years or older, of sound mind and under no constraint or undue influence. ���Gal7 fl� 1� ��—�� AJ�liU LAURA GREENAWALT KREIDER ��,c�;.,t �i'! �,���c,.../ Witness Witness 1�� ,�''' ,D, Subscribed, sworn and acknowledged before me ��"+ti' �` "� ' by LAURA G ENAWALT KREIDER, the Testatrix, and subsc�bed and sworn to before me by � , ��,C/Mu-.� and �vJ�'�N �% ��4y�1-.t�' , the witnesses, this o��d day of ��L 0 �.�{�'�-- ,2003. Notary Public (S AL) N�lAl,SEAt. � 4 ' a1ENRYl°.�t��'�, � F�n�'�lirp.,Cur���������n ` E�Ir�s Jt���,°����, � Exhibit B ♦ �The Patriot-News Co. ` � � ��O ,r, ��� 2020 Technology Pkwy • Suite 300 Now you know Mechanicsburg, PA 17050 Inquiries - 717-255-8213 � ���� � ,� .� v ��;;: COYNE &COYNE T�Z, ���_ ATTENTION: LISA MARIE COYNE � ��; 3901 MARKET STREET � � ;��a�� r -''��� � �c4 CAMP HILL PA 17011 �r%.-� � THE PATRIOT NEWS THE SUNDAY PATRIOT NEWS Proof of Publication Under Act No. 587, Approved May 16, 1929 Commonwealth of Pennsylvania, County of Dauphin} ss Holly Blain, being duly sworn according to law, deposes and says: That she is a Staff Accountant of The Patriot News Co., a corporation organized and exis�t�g uMder the laws of the Commonweatth of Pennsylvania, with its principal office and place of business at 2020 Technolo Pk Suite 300, in the Township of Hampden, County of Cumberland, State of Pennsylvania, owner and publisher of The Patriot-News and The Sunday Patriot-News newspapers of general circulation, printed and published at 1900 Patriot Drive, in the City, County and State aforesaid; that The Patriot-News and The Sunday Patriot-News were established March 4th, 1854, and September 18th, 1949, respectively, and all have been continuously published ever since; That the printed notice or publication which is securely attached hereto is exactly as printed and published in their regular daily and/or Sunday/Community Weekly editions which appeared on the date(s) indicated below. That neither she nor said Company is interested in the subject matter of said printed notice or advertising, and that all of the allegations of this statement as to the time, place and character of publication are irue; and That she has personal knowledge of the facts aforesaid and is duly authorized and empowered to verify this statement on behalf of The Patriot-News Co. aforesaid by virtue and pursuant to a resolution unanimously passed and adopted severally by the stockholders and board of directors of the said Company and subsequently duly recorded in the office for the Recording of Deeds in and for said County of Dauphin in Miscellaneous Book"M", Volume 14, Page 317. PUBLICATION COPY This ad# 0002242046 ran on the dates shown below: December 14, 2012 December 21, 2012 ---- December 28, 2012 �� . �; ESTATE NOTICE; . .Notice:'Letters Testamentarw�n the ' , Es1aTe of Laura Greenawc�t Krelder, . late of UPrxr AUen t.ownshta,' � . . . . . . . ' -Cum'6erlandCou�tYY PennsYlvanla, ' . . . . . . . . d�a�tl,were 9ranTed to ihe'. 'undersl9ned,ahtl a��P�rsons Indebted fo: , 'saitl Estate are'requlc+eti to make ; immerl�utevay^�°nfandihosehavino Sworn to and su scribe before me this 03 day of January, 2013 A.D. Clalms wlll Preseqt;#hem'for uttlement I :to r,' c/o.Llsai MarleNCovneaEsqul eor COYNE.&'COYNE,P C ``f , y ��i ± ; syolMarketstreet, � Notary P IiC _. camQ:Httl,PA 17011-4227 • _ ��€�sNlOiVVi1��4L'�E�F PER�SY�.l�e��°� {�a�riaf 5�at Donna M.���dona�a,f��ry Pu"�Btc SUSCEtdBhYRPY�'�VJP.,d��phir�Cr�s�nLy F1y C1s�trf�siort�;�Ires t�c�v.5,2Q�,3 t�ember,Pennsvivs;st�,�st�clatton of ti�m��les , ' 0 PROOF OF PUBLICATION OF NOTICE � � IN CUMBERLAND LAW JOURNAL °m .� (Under Act No. 587, approved May 16, 1929), P. L.1784 ` ' }�ir � � a ;� � � �� COMMONWEALTFI 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 pubiished in the�orough of Carlisle in the County and Staie 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 7 December 14, and December 21, 2012 Affiant further deposes that he is authorized to verify this statement by the Cumberland Law Journal, a legal periodical of general circulation, and that he is not interested in the subject matter of the aforesaid notice or advertisement, and that all allegations in the foregoing statements as to time, place and character of publication are true. ,c-.__ �� ,--- L' a Marie Coyne, E itor SWORN TO AND SUBSCRIBED before me this 21 dav of December, 2012 � , � Notary ' Kreider,Laura Greenawalt,dec'd. I Late of Upper Allen Township. II Executor: Frank Greenawalt c/o I � Lisa Marie Coyne,Esquire,Coyne .�.�..� � & Coyne, P.C., 3901 Market �� R?UTr1R1AL SEAL ' Street, Camp Hill, PA 17011- I p�g�,�py A COLLINS 4227. � Notary Public Attomeys: Lisa Marie Coyne, Es- I CARUSL�J����GH,CUt�SER�ASI�GOUNTY quire,Coyne&Coyne,P.C.,3901 � Market Street, Camp Hill, PA � My Commission Expire..APr 28,2�14 17011-4227. ' . Exhibit C-1 _ _ _ _ y -t a �� ,/'',tt ����� <..�` �.� : COYNE&COYNE, P.C. °--~� .�-'°�'� � � ���a � Lisa Marie Coya�, Esq. �,�t � �,.-�:�` PA Supreme Court ID No. 53788 � ��� 3901 Market Street �� . .��,� Camp Hill,PA 17QI 1-�227 ����� (717)737-0464 -''�� The Estate of LAURA GREENAWALT KREIDER, Deceased No. 21-12-122� PARTIAL RECEIPT AND RELEAS� KNC3W ALL MEN ANA WOMEN BY THESE pRESENTS that the undersi��ned, ST,THERESA C�THOLIC CHURCH, has this day received af Frank Greenawatt, Executor under the Last Will of Lt1URA GREENAW�LT Kf�CfDCR La� of t�te Township of Upper Allen, Cumberland County, Pennsylvania, deceased, SEVENTY THOUSAND SEVEN EI�UNI?RED NINETY FTVE DOLLARS AND SEVENTY-SEVEN CENTS (�70,795,77) by way af Estate cheek no, 116 wtiieh repres�nts partial distributio►� of fifteen pe1•eent (IS%) af the re�sidtia( estata of the Late LAURA GREENAWALT KREIDER per the ci�cedent's Last Wifl and Testament, dated Octob�r 2, 2003; t�IOW, THEREFOR�;, in consideration of this �aay�nent, which is partiaJ satisfaction of the bequest, the undersigned does hcr�by release, quitclaim, and forever discharge the said �xecutnr, their heirs, executors and assigns, and Coyne & Coyrie, p.C., its employees, officers, executors, heirs and assigns, the atCarneys for the Estate of thc Late LAURA GREENAWALT' KREIDER of and from all claims by the u►�dersigned Por �ur�hcr acco�mts, �ayments or disteibutioi� concerning the said Estate or arising out ofthe administration c�Fthis partial distribution ta ST. THER,ES,�CATH4LIC CHURCH, 1 - __ _ . � FURTHER, the undersigned agrees to indemnify and save harmless the Estate of the Late LAllRA GREENAWALT KREIDER, its Executor and Coyne & Coyne, P.C., its employees, affcers, executor, heirs and assigns against all liahi(iiy, loss or expense (including but not limzted to eosts and counsel fees), which may ever be incurred as a result of the payment of this partial distribution of the res`rdual estate. �N �'�'ITNESS WHEREOF, the undersigned has signed this agrcement intending to be tegally bound thereby, sets his hand and seal this���day af ` 2013, _ ST.THERESA CATHQLIC C�IURCH � � ,I�bo„ e t �. Gi11 �1 , r. (/1 , � ����-�����____ By: �--L ` , �� �,_� r Witness EIN: 23-1494791 COMI��NWEALT`FI OF PENNSXI,VANIA ) COUNTY OF '� � � f 1�/ �ss Qn this, the ,��,�" d�y o� �����,.�-- '' 2013, befars me, a Notary Public, the �,�`--� undersigned, personally appeared�� °°�'`�;- '' � „�� ' ~ �` ' , who acknowledged himself/hersetf to be Che � ;�; ,� �� ,,� � � ��.5�'• THERESA CATHOLIC C�IURC , he she being authorized to da so, executed the faregoing instrument for the purpase therein contained b�signing the name of the entity in its ca aci as �� � r�.a �r. g , � � , , � � ,�� �'�� ���-���"� z���t ��=!��-�'��j himself/herself as such �-�.�� /1,�r� 1�-�-'' �N WIZ'NESS WHEREOF, I have hereunto set my hand and official sea1. r� - -r�� =~' i r "�.-°� �ki 0 (SEAL} My Commission Expires: ,� ,,f�}��,j�,,,� - NOTARIAL SEAL BARBARA J ZO�BY Notary Publie 2 LqWER PAXTON TWP.,OAUPHlN GNTY My Commisslon Expires Ju)tU,2013 , Exhibit C-2 __ _ _ : b �� e � � � � � � � COYNE&COYNE, P.C. Lisa Marie Coyne, Esq. ��� � _ ���� PA Supreme Court ID No. 5378$ 3901 Market Stre�t Camp Hill,PA 1 70 1 1-4227 �� {71'7)�3"7-0464 The Estate of LAURA GREENAWALT IfREIDER, Deceased No. 21-12-1225 PARTIAL RECEIPT AND RELEASE KNOW ALL MEN AND WOMEN SY TI�ESE PRESENTS that the undsrsi�ried, TkIE SALVATION ARMY, has tt�is day received of Frank Gre�nawalt, Fxecutor under the Last Witl of LAURA. GREENAWAI�T KRElDER Late of the Township of Upper Allen, Cumberland County, Pennsylvania, deceased, the sum of TWENTY THREr T�IOUSAND FIV� HUNDRED NINE'TY EIGHT DOLLARS AND FIFTY-NIN,F� CENTS ($23,598.59} by w�y of Estate cl�eck no. I I S wt�ieh represents partial distribu[ion ofi fivc ��ercent (5°10) of tl�e residual estate oP the Late LAURA GKEENAWALT(�REII��R per th�decedent's L.ast Will and Testament,dated October 2,2003; NOW, THERE�pRE, in c4nsidera#ian of this payment, which is partial satisfaction of the bequest, ttte undersigned does hcreby release, qttitclaitn, and forever discharge the said E�ecutor, their heirs, executors and assigns, and Coyne & Coyne, P,C,, its ernployces, off�icers, ��ecutors, 1leirs and assi�ns, the attorneys for the Estate of the Late LAURA GREENAWALT KREIDER of and from all claims by the undersibned for further aeeou»�s, pay�n$nts or distributian cancerning the said Estat� or arising out of ttte administration of this partial distribution ta THE SALVATIQN ARMY. 1 •� � � . p FURTHER, Che w�dersigned a�rees to indemnify and sav� harrnless the Estate of the Late LAURA. GREENAWALT KRELI.��R, its Executt�r and Coyne & Cc�yn�, P.C., its emplayees, atficers, executor, l�eirs and assigns against all liabitity, loss or e�pense (incliiding but not (irnited to costs and eoi►nsel fees), whioh �nay ever be u�carred as a result c�f the payrnent of this part►at diskribution of th� residuat estate. IN WITNESS WHEREOF, tlte und�rsigned has sig»ed this agreement int�nding to be leg�lly � `���� d�y of (�Y�C.� ____,2013. bour�d tlier•eby, sets his hand and seal tk�is , -------------,��'---- �� THE�AL.VATI�A���' ���� � -�;;� � .� ��� � �,,...,.,.--� _ �,���,� I3y: _�,�. Witi�ess � EIN: �3-��!�-__�'='�— �2ivh�trcl D.Alle� T�oma�A.Sct�cuk �,�s±st�r�t Secretary-Le�!al Secretery STATE OF ��"� y��K ) �SS COUNTY OF Rcc+=.�-A��'' � On this, the ���� day of ��`'`1 , 2a 13, before ►ne, a Notary Public, tlte ersonall a eared Richard D. Al��n , who acknowledged undersigned, P y p AgSiSt811t S6C�6t1rjl- Lega1 himself/1�erse�€ ta be the of THE SALVATION ARMY, he/�e l�eing autl�orixed ta do so, executed the fare�Aing i��strument far the purpose fl�ereYn can�ained by signing th� name af the entiry in its ca}�acitiy as Assistant Secretary -Le�B�_, by liirnselfll�:rsc�if" as such Assistant Secretary - lega� IN WITNESS WFIERC4F, I have hereunta set my l�and and offiaial se�1----_ � Notary E'ublic (SEAL} ���.� My Commission Expires: y'Y7�� 7��1� sm�ra�wirr�lc �� t�c�m�ar►[�S�ot'�'• 2 r Exhibit C-3 _ __ . � , � � � �� �� V � � COYNE&COYNE, P.C. Lisa Marie Cc�}me, Esq. ��`� � I Z�113 PA Supreme Court ID No. 53788 3901 Market Street �y Camp Hill,PA 17011-4227 (7I7} 737-046�k The Est�te of LAURA GI�EENAWALT KREIDER, Deceased No. 22-12-1225 PARTIAL RECETPT AND RELEASE KNQW ALL MEN AND WOMEN BY TkIESE PRESENTS that the undersigned, BETHE5DA MISSION, has this day received af'Frank Greenawalt, Executor under the Last Will of LAURA GREENAWAL.T KREID,ER Late of the Totivnship of Upper Allen, Cumberland County, Pennsylvania, deceasedx FORTY SEVEN THOUSAND ONE HUNDRED NINETY SEVEN DOi.LARS AND EIGHTFi?.N CFNTS (�4'�,147.18) by w�ay of Estate check na. 113 which represents partial distribution of ten percent (10%} of the residual estate of the I�ate LAURA GREENAWALT KREIDER per the deeedent's Last Will and Testa�nent,dated October 2,2003, NOVV, TI3EREFORE, in consideratioi� �f this payn�ent, �vhich is �artial satisfaction of the bequest, the undersigned does hereby release, quitcl�im, and forever discharg�e the said Executor, th�ir heirs, executors ai�d assigns, and Coyne & Coyne, P.C., its employees, of�cers, executors, heirs and assigns, the attorneys for the Estate of tl7e Late [.AURA GREENAW�LT KR�IDER of and from aU claims by the undersi�ned for further accaunts, payments or distributian co�ieernin�; the said Estate or arisin�out of the administration Of fhis partial distribution to BETHESDA MISSION. 1 . FURT'HER, the undersi�ned agrees to indEmnify and save harmless the 6state of the Late LAURA GRECNt�WALT KREIDER, its Executor and Coyne & Coyne, P.C., its employees, officers, executor, heirs and assigns against all liabitity, lass or expense (including but not limited to costs and counsel fees), which may ever be incurred as a result Qf Che payment af this partial distribution of tl�e residuai estate. IN WITNESS WHE�tEOF, the iandersi�ned has si�n�d tliis a�reenment intending to be lega(ly � bound thereby, sets hi�liand and seal tt�is �C�ay of_---�C��'���� . 2013. ,t�I___.�. �t"'� �� SETHESDA MISSION r ��---��-.- � — td.( � .��, �:��c� B,y: '+�'Z �' LfLL� ��rf�ress EIN: ,�""•a = j'�' �� �''� COMMONWEAL,T�IO PENNSYLV NIA ) � )ss t G(?UNTY OF C��~ t�r� _ � �:��-b�da of , 'L 2013, before me a Nota Pubtic, the On this, the y � , ry undersigned, personally appeared � ��� L���� ���� , r�l�a ackna«+ledged t �\� himselfll�►crs�!€to he the���i�� ��t U�.�t�����BETHESDA MISSION, h�/�e-being autllorized to do so, ex�cuted the foregoing instru�7�ei�t For the pur�ose therein cantained by signing tl�e name of the �(jf \ entity in its capacity as���.�1:����i�'���t..>,by himselfjJ�e�rs�lf as such �y-`" 1�t� }'v'�� IN WITNESS W�HEREOF, I h�ve hereunto set my an� d a f ' s � , �taiy�'ublic �.r�,�r�;r���!�e���r��c�=�����.�.�r��� , NOTA�?t �L S��=AL My Commission Expires:�'��c�' c'��� crt��Y��.�������,,�v�t��y�����c � � � Gamp Hifi��r�.C;u�n�erl�nd County Pv3}�(��,rri�;:ic�F"unir��Mt�y�f?,�Oi E� : � 2 �� -. f Exhibit C-4 r �� V'� try #•r' ��� �� COYNE&GOYNE, P.C. � �� .,.rj Lisa Marie Co�me,Esc�. '`� �%� PA Sapreme Court ID No. 53788 "°,,��, � 3901 Market Street ` � � Cattip�-Iill,Pfl 1 701 1-4227 {717) 737-Q46A � The Estate of LAURA �REENAWALT KREIDER, Deceased No. 21-12-1225 PARTIAL RECETPT AND RELEASE KNOW ALL MEN AND W�MFN BY THESE PR�SENTS that the undersigned, MESSIAH VI�LI.AGE, has this day reccived af Frank Greenawalt, Executor under the Last Will of LAURA GIZEENAWALT K�REID�R Latc of lhc Towi�sllip of Upper Al(en, Cumberland Co�mty, Fennsytvar�ia, deceased, TW�NT'Y THI2FE THOLJSAI�ID FNE HUNDRED NINETY EIGHT DOLLARS AND FIFTY-P'SINE CrNTS (�23,598.59) by way af Estate check no. 114 4vliich represents partial distributian of fiye percc;nt (5°Ja) c�f th� r�;sidual estate o�F the Late Lt�URA GREENAWALT KREID�R per the decedeilt's Last Will and Testamc►�t, dated Oetober 2, 2�03; NOW, THEREFORE, in consideration of this payment, ���hiet� is partial satisfaction of t6e bequest, the undersigned does h�eret�y releasc, c�uitclaim, and forever discharge the saict Executor, ±heir heirs, executors and assi�ns, and Coyne R Coyne, P.C., iCs employ�es, of�cers, executors, heirs and assigns, the attarn�ys for the Estate of the l.vate LAll�A GREENAWAL"C I�R�iD�R of and from all claims by the unciersigned far furttier acc�t►nts, payments or distribution concernin� the said Estate or �rising out of the adminisYration of this partial distribti�tion to I�ZESSIAH VTL�LAGE. I r FURTHER, the ur�dersigned a�rees ta ind�mr�ify and save }larmless Che �state of the Late LAURA GR�ENAW�LT KRFIDCR, its �xecutor and C+ayne &r Coyne, P.C., its employees, officers, executor, heirs �nd assi�ns against all liability, loss or expense �including but aot limited to costs and couzlsel fees�, which inay ever b� incurred as a result of the �ayment of this par�ial distribution of Che residual estatc. IN WITN�SS WIiEREOF, the undersigned has signed this agree��ent iirtending to be legally bound thereby,sefs his l�a�1d and scal tlus � day of �C.��1� , 2013. MESSIAH VILLAGE � ./ � -.C. C � By: Wittress � EIN: f �� ° /�f S�'"� t�C?� � COMMONWEALTH OF PENN5YLVANIA } )ss COUNTY QF CUMBERLAND ) On this, t11e � clay of �t_,,,,n,�? , 2013, beEore me, a Notary Public, the undersigned, personaIly appeared ��-��� �{-�,,.,�- , ��ho aaknowledgad � himselftherself to be the � FQ of MESSIAH VILLAGE, he/she being authorized to do so, executed the foregoin; instrument for the purpo�e therein conCained by signing,f�te name of Ctae � �ntity in its capacity as__ ��"3��� , by himself/herselC as such , � �'� IN WITNESS WH:EREOF, I have hereunto set my hand and official seal. ��'°�--� ���--�-�--=y� otary Pi�blic (S�AL} My Commission Expires: �c�.v� �?r��t �( COMMONWEAL�OF�NN LVANIA F3etsy A.Bamhart,Natary Public West ComwaN Twp.,l.ebanon taunty My Commi�Ian Expires 7an.27,241� ''n.@R,P£NNSYlYAN7AASSOC7ATIOM QF Nt1Ter• 2 , Exhibit C-5 . , COYNE & COYNE, P.C. Lisa Marie Coyne, Esq. PA Supreme Court ID No. 53788 3901 Market Street Camp Hill, PA 17011-4227 (717) 737-0464 The Estate of LAURA GREENAWALT KREIDER, Deceased No. 21-12-1225 PARTIAL RECEIPT AND RELEASE KNOW ALL MEN AND WOMEN BY THESE PRESENTS that the undersigned, FRANK GREENAWALT has this day received of Frank Greenawalt, Executar under the Last Will of LAURA GREENAWALT KREIDER Late of the Township of Upper Allen, Cumberland County, Pennsylvania, deceased, THREE HiJNDRED SIX THOUSAND SEVEN HUNDRED EIGHTY ONE DOLLARS AND SIXTY EIGHT CENTS ($306,781.68) by way of Estate check no. 117 which represents partial distribution of sixty five percent (65%) of the residual estate of the Late LAURA GREENAWALT KREIDER per the decedent's Last Will and Testament, dated October 2, 2003; NOW, T�-IEREFORE, in consideration of this payment, which is partial satisfaction of the bequest, the undersigned does hereby release, quitclaim, and forever discharge the said Executor, their heirs, executors and assigns, and Coyne & Coyne, P.C., its employees, officers, executors, heirs and assigns, the attorneys for the Estate of the Late LAURA GREENAWALT KRRIDER of and from all claims by the undersigned for further accounts, payments or distribution concerning the said Estate or arising out of the administration of this partial distribution to FRANK GREENAWALT. Page 1 of 2 . , . FURTHER, the undersigned agrees to indemnify and save harmless the Estate of the Late LAURA GREENAWALT KREIDER, its Executor and Coyne & Coyne, P.C., its employees, officers, executor, heirs and assigns against all liability, loss or expense (including but not limited to costs and counsel fees), which may ever be incurred as a result of the payment of this partial distribution of the residual estate. IN WITNESS WHEREOF, the undersigned has signed this agreement intending to be legally bound thereby, sets his hand and seal this �� day of � �� ,2013. t ---- �-�i�.��=����� 'irn ss FRANK GREENAWALT SSN: �a y''- / Z_'�`�13� COMMONWEALHT OF PENNSYLVANIA ) )ss COUNTY OF CUMBERLAND � Personally appeared befare me, a Notary Public in and for the said State and County, FRANK GREENAWALT who, being duly sworn according to law, deposes and says that the facts set forth in the foregoing are true and correct to the best of affiant's knowledge, information and belief. ������� FRANK GREENAWALT Sworn to and subscribed to before me this 1�day of , 2013. � SEAL Nota Public C'ONtMilN-WEAIlH OF PENNSY[�/FNti�1 NOTARIAL SEAL lisa Matie Coy�►e. Notary Public Nar�pden iawnshlp,Gamberlqn_yf:County My�omm�satQ�Exptrers,1une t 0�2�tb . page 2 of 2 . , Exhibit D FIRST AND FINAL ACCOUNTING and PROPOSED SCHEDULE OF DISTRIBUTION FRANK GREENAWALT,EXECUTOR for Estate of I A URA-�REE1�A N'Al 2'ItREIDER;Deceased Estate No. 21-12-1225 (Cumberland County) Date of Death: 11/13/2012 Date of Executor Appointment: 11/27/2012 Date of First Complete Advertisement of Letter: 12/7/2012 Accounting for the Period: i l/27/12 TO 6/26/2014 PURPOSE OF THIS ACCOUNT• Frank Greenawalt,Executor offers this account to acquaint interested parties with the transactions that have occurred during the Administration of this Esate and to Review the Proposed Schedule of Final Distri6ution. ' It is important that the Account and Proposed Schedule of Final Distribution be carefully examined.Requests for additional information,questions or objections can be discussed with: COYNE&COYNE,P.C. Lisa Marie Coyne,Esq. Pa.Supreme Ct.No.53788 3901 Market Street Camp Hitt,PA 17011-4227 717-737-0464 Attorney For Estate Page 1 f ESTATE OF LAURA GREENAWALT KREIDER,DECEASED Date of Death: November 13,2012 Estate No.21-12-1225 A B C D E � RECEIPTS OF PRINCIPAL 2 Fiduci 3 Assets Listed in Inventor Ac uisition 4 I!alued as of Date o Death vQ�ue 5 6 Cash: 7 M&T Checkin Acct.#XXXX5118 $ 134,614.28 g M&T Certificate of De osit#XXXXXXXXXX2108 $ 64,119.67 g M&T Certificate of De osit#XXXXXXXXXX4887 $ 15,283.43 10 M&T Certificate of De osit#XXXXXXXXXX4879 $ 2,062,79 �� PSECU Savin s Acct. $ 135.37 12 PSECU Mone Market Acct. $ 65,348.11 13 PSECU Certificate of De osit $ 18,420.98 14 PSECU Certificate of De osit $ 19,876.43 15 Mor an Stanle Cash and Citibank,N.A.(Account#341-902606-409) $ 233,212.99 � 553,074A5 16 �7 Investments Sold/Li uidated 3/12/2013 : 18 Date Sold � 19 3/5/2013 Bristol M ers Squibb Co(BM�:sold 325.000 shares $37.49/share $ 12,184.25 20 3/5/2013 Clearbridge Ener MLP FD Inc CEM):sold 524.000 shares $25.9429/share $ 13,594.08 21 3/5/2013 Clearbrid e Energ MLP OPP FD(EMO):sold 581.000 shares $22.7203/share $ 13,200.49 22 3/5/2013 Tortoise MLP Fund Inc TG):sold 434.000 shares $27.6134/share $ 11,984.22 23 3/6/2013 Tortoise MLP Fund Inc(NTG):sold.558 shares�a,$27.6134/share $ 15.41 24 3/6/2013 Clearbrid e Energy MLP FD Inc(CEM :sold.74 shares ,$25.9429/share $ 19.20 25 3/6/2013 Clearbrid e Ener y MLP OPP FD(EMO):sold.141 shares @$22.7203/share $ 3.20 26 3/8/2013 AT&T Inc(T :sold 350 shares $36.5831/share $ 12,804.09 27 3/8/2013 PPL Cor oration(PPL):sold 865 shares(a�$31.2316/share $ 27,015.33 28 3/12/2013 Tortoise MLP Fund Inc(NTG):sold 6.000 shares $26.65/share $ 159.90 29 3/12/2013 PIIVICO Total Rcturn A(PTTA3�:sold 1,101345 shares $11.20/share $ 12,335.06 30 3/12/2013 PIMCO Total Return A PRT'N�:sold 1,002.023 shares�a $12.13/share $ 12,154.54 31 3/12/2013 O enheimer SR Floatin Rate A(OOSAX):sold 1,519.174 shares(a�$8.37/share $ 12,715.49 32 3/12/2013 Allianceber Hi h Income A AGDAX):sold 1,414.079 shares $9.65/share $ 13,645.86 33 3/12/2013 MFS Emer ing Markets Debt A MEDA3�:sold 809.043 shares @$16.04/share $ 12,977.05 34 3/12/2013 Tem leton Global BD FD A TPINX):sold 909.576 shares(a)$13.58/share $ 12,352.04 35 3/12/2013 Gatewa Fund A GATEX):sold 526.583 shares $27.98/share $ 14,733.79 36 3/12/2013 TA Multi-M r ALT Strat A(IMUAX):sold 1,492.193 shares(c�$10.08/share $ 15,04131 37 3/13/2013 Hi hland Lon Short E uity A(HEOA :sold 1,308.341 shares ,$11.31/share $ 14,797.34 38 3/13/2013 Tortoise MLP Fund Inc(NTG):sold.859 shares $26.65/share � 22.89 $ 211,755.54 39 40 Recei ts Subse uent to DOD: 41 11/19/2012 De osit Into M&T Individual Acccount $ 10,000.00 42 12/19/2012 Refund from Messiah Village $ 1,184.00 43 12/15/2012 Interest Checkin Acct.--Metro Bank for 2012 $ 16.99 44 11/30//12 Interest from M&T CDs $ 22.95 45 3/5/2013 PSERS--Retirement Refund $ 281.64 46 9/19/2013 Refund from IRS $ 5.05 ___ - 47 12/13/2013 Interest from Estate Members 1st FCU to date for 2013 $ 47.95 48 12/13/2013 Interest from Estate Metro Checking Acct.to date for 2013 $ 465.18 49 6/1/2014 Inerest from Estate Metro Checkin Acct.to date for 2014 $ 133.29 $ 12,157.05 50 � 51 TOTAL RECEIPTS OFPRINCIPAL $ 776,986.64 � . ESTATE OF LAURA GREENAWALT KREIDER, DECEASED Date of Death: November 13,2012 • Estate No.21-12-1225 A B C D E 52 53 DISBURSEMENTS OF PRINCIPAL 54 55 Check• Debts and Ex enses: 56 Date: 57 11/14/2012 1297 Musselman Funeral aid from M&T Individual Account--Uncleared at DOD) $ A750.00 58 11/15/2012 1298 Messiah Lifeways (Paid from M&T Individual Account--Uncleared at DOD $ 9,853.75 59 11/16/2012 1299 Rollin Green Ceme aid from M&T Individual Account--Uncleared at DOD $ 285.00 60 12/13/2012 101 Alert Pharmac $ 10.00 61 12/18/2012 102 Messiah Lifeways $ 3,750.40 62 1/2/2013 103 Cumberland Law Journal le al ad $ 75.00 63 1/15/2013 104 Patriot News(legal ad $ 123.38 64 106 VOID 65 2/18/2013 107 PA De artment of Revenue(State Income T�es for 2012 $ 238.00 66 2/18/2013 108 U.S.Treas ederal Income Taxes for 2012 $ 706.00 67 2/18/2013 109 Aldo Camaie(2012 Income Tax Retum Pre aration $ 150.00 68 4/25/2013 110 VOID 69 5/8/2013 112 Re ister of Wills(filin fee $ 15.00 �� 118 VOID 71 7/5/2013 119 Re ister of Wills additional robate fees) $ 250.00 72 1/31/2014 123 Re ister of Wills--Filin Fee Su plemental Return $ 15.00 73 2/8/2014 124 Re ister of Wills additional robate fees $ 100.00 74 4/2/2014 125 PA De t,of Revenue(2013 State Taxes $ 308.00 75 4/2/2014 126 Care Associates(Pre Fees for 2013 Initial Fiduciary Retum $ 200.00 $ 16,829.53 76 �� Brokera e Commissions: 78 3/5/2013 Bristol M ers--Commissions(B $ 309.73 79 3/5/2013 Clearbrid e Ener MI,P FD Inc--Commissions(CEM $ 342.07 80 3!5/2013 Clea:brid e Ener �MLP OPP FD--Commissions(EMO $ �g�.�� 81 3/5/2013 Tortoise MLP Fund Inc--Commissions TG $ 305.08 82 3/5/2013 PPL Co oration--Commissions(PPL $ 603.71 83 3/5/2013 AT&T Inc--Commissions(T) $ 324.01 84 3/12/2013 Tortoise MLP Fund Inc--Commissions(NTG) $ 22.50 $ 2,240.21 85 86 Inheritance Tax P$id: 87 2/12/2013 105 Re ister of Wills--Estimate Inheritance Durin Discount Period $ 70,000.00 88 5/8/2013 111 Re ister of Wills $ 16,209.56 89 7/31/2013 120 Re ister of Wills $ 853.13 90 1/31/2014 122 Re 'ster of Wills--Inheritance Tax Su lemental Return $ 16,475.69 91 6/26/2014 127 Register of Wills--Supplemental Inheritance Tax Due per Appraisement $ 45.42 $ 103,583.80 92 93 Partial Attorne 's Fees Pa ment: 94 1/30/2014 121 Co e&Co e,P.C.(Partial Payment of Attorne Fees $ 12.601.57 $ 12,601.57 95 96 Partial Disbursements to Beneficiaries:Residual Heirs 97 5/14/2013 116 St.Theresa Catholic Church-nartial distribution of 15%of residual estate $ 70,795.77 98 5/14/2013 113 Bethesda Mission- artial distribution of 10%of residual $ 47,197.18 99 5/14/2013 115 The Salvation Arm - artial distribution of 5%of residual estate $ 23,598.59 100 5/14/2013 114 Messiah Villa e- artial distribution of 5%of residual estate $ 23.598.59 $165,190.13 101 102 5/14/2013 117 Frank Greenawalt parita165°/a of residual estate $ 306.781.68 $ 306,781.68 103 104 TOTf1L DISBURSEMENT OFPRINCIPAL: $ 607,226.92 105 : , s ESTATE OF LAURA GREENAWALT KREIDER, DECEASED Date of Death: November 13,2012 Estate No.21-12-1225 A B C 106 Total Recei ts and Princi al � E 107 Total Distributions of Princi a1 $ 776,986.64 108 $ 607.226 92 109 TOTAL NET ESTATE 110 $ 169,759.72 111 112 Pro osed Final Distributions To: 113 Administration Ex enses: 114 Reserves 115 Frank Greenawalt--Executor's Commission $ 1,000.00 116 Coyne&Co e,P.C.--Final balance of Attome Fees $ 22,500.00 117 $ 10.500 00 $34,000.00 118 Residual Heirs: 119 St.Theresa Catholic Church-Balance Due of 15°/a of residual estate 120 Bethesda Mission-Balance Due of 10%of residual estate $ 35,901.53 121 The Salvation Army-Balance Due of 5%of residual estate $ 23,934.35 �22 Messiah Village-Balance Due of 5%of residual estate $ 11,967.18 123 $ 11,967.18 $ 83,770.24 124 Frank Greenawalt-Balance Due of 65°/a of residual estate 125 $ 51.989 48 $ 51,989.48 126 127 Total Distributions: $169,759.72 12 129 Frank Greenawalt,Executor of the Estate of Laura Greenawalt Kreider,deceased,hereby declares 130 an oath that he has full and faithfully dischar ed the duties of his office;that the fore oin First 131 and Final Accountin AND ro osed schedule of distributions are true and correct and full discloses 132 all the si nificant transactions occurring durin the accountin eriod;and that all known claims a ainst the 133 Estate have been aid in full;that to his knowledge,there are no claims now outstandin a ainst the Estate; 134 and that all ta.aces resentl due nave been aid. 135 136 137 ' " 138 - 139 Frank Greenawalt,Executor 140 Sworn and subscribed before 141 me this (o day of 142 2014 ' 143 144 145 Nota Pu lic 146 14? 148 CONIMf�NWEAIFN Op acWySYLVANIA N0IARIAI SfAI tiyv MaNe Coyne, Nofory Public ��'+P�en Town��iip�Cumb�rl�n£1 Cawilly �Y+�omr�ri�tlon�xpNe�Jµn�t O.?Q a�