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Home My WebLink About07-15-14 � �(�j, i�1�,. �� DECEDENT'S ESTATE c� � ..z��' �� - '=`�' � W-�sti- �-�"--. r';" � ��'.:- .._ c', COURT OF COMMON PLEAS OF �� u' , ;.�� CUMBERLAND COUNTY, PENNSYLVANIA t.�..��,� ; � _� �` „ ORPHANS' COURT DIVISION �C:J c..� '`"� `"`' - f ~ .� - � �..•'�('"') �' �� f' �.�` ESTATE OF DAVID FREDERICK WERTZ , DECEASED No. 2013-01169 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: THOMAS E. FLOWER Supreme Court I.D. No.: g3993 Name of Law Firm: FLOWER LAW, LLC Address: 10 W. HIGH STREET Telephone: CARLISLE, PA 17013 Fax: (7171241-4021 Form oc-oi rev. l0.l3.06 Page ] of 10 � Estate of DAVID FREDERICK WERTZ , Deceased 1. Name(s) and address(es) of Petitioner(s): Name.• JOANNE W.MONOSKI A�taress: 145 PARKER STREET 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 OCTOBER 16, 2013 � Letters Testamentary or 0 Letters of Administration were granted to Petitioner(s) on Date of Will (if applicable): DECEMBER 21, 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?�Yes �No If yes, state amount: Are proofs of advertising of the grant of Letters attached? . . . . . . . . . �Yes ❑No Dates of advertising of the grant of Letters: LAW JOURNAL: 11/22/13, 11/29/13, 12/06/13; SENTINEL: 11/l4/13, 11/21/13, I l/28/13 Form oc-oi rev. lOJ3.06 Page 2 of l 0 Estate of DAVID FREDERICK WERTZ , 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 ('f 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 � No If yes, give names and dates of birth: Name: Date of Birth: 7. If required by the Medical Assistance Estate Recovery Act, 62 P.S. § 1412, was a request for a statement of claim sent to the Department of Public Welfare? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . �Yes � No Form OGOI rev. 10.13.06 Page 3 of 10 Estate of DAVID FREDERICK WERTZ , 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 Parry itt Interest I Relationship and Comments if any I Interest Carlisle United Methodist CHARITY 3%OF RESIDUE Church 48 South West Street Carlisle, PA 17013 Lycoming College CHARITY 3%OF RESIDUE 700 College Place Williamsport, PA 17701 FormOC-0! rev. l0.13.06 Page 4 of 10 Estate of DAVID FREDERICK WERTZ , Deceased Name and Address of Each Party in/nrerest I Relationship and Comments,if any ( /nterest Dickinson College CHARITY 2%OF RESIDUE 272 West High Street Carlisle, PA 17013 United Methodist Foundation of CHARITY 2%OF RESIDUE West Virginia, Inc. P.O. Box 3811 Charleston, WV 25338 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. J0.13.06 Page 5 of 10 Continuation of Para�raph 9. A. List of Beneficiaries Name and Address of Parry Relationship Interest Robert G. Wertz son 22.5% of residue 1376 Route 30 Sudbury, VT 05733 Donna W. Ream daughter 22.5% of residue 143 James River Road Lewisburg, WV 24901 Elizabeth W. Maisonpierre daughter 22.5% of residue 501 Montrose Lane Laurinburg,NC 28352 Joanne W. Monoski daughter 22.5% of residue 145 Parker Street Carlisle, Pa 17013 Estate of DAVID FREDERICK WERTZ , 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 C/aimant Amount of Clarm Claim Wrl/Clarm Admitted? Be Paid/n Ful!? NONE. �Yes �Yes �No �No �Yes �Yes �No �No �Yes �Yes �No �No �Yes �Yes �No �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�`� Relationship: Form OC-01 rer. l0.13.06 Page 6 of 10 Estate of DAVID FREDERICK WERTZ , Deceased 12. The amount of Pennsylvania Transfer Inheritance Tax and additional Pennsylvania Estate Tax paid,the date(s) of payment(s), and the interest(s) upon which paid, are as follows: Date Payment Interest O1/08/14 3,484.60 NONE OS/29/14 -395.38 REFUND 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-01 rev. 10.13.06 Page 7 of 10 Estate of DAVID FREDERICK WERTZ , 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 ❑No 18. If a reserve is requested, state amount and purpose. Amount: P:erpose: 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 OG01 rev. l0./3.06 Page 8 of 10 Estate of DAVID FREDERICK WERTZ , Deceased Wherefore, your Petitioner(s) ask(s)that distribution be awarded to the parties entitled and suggest(s)that the distributive shares of income and principal (residuary shares being stated in proportions, not amounts) are as follows: A. Income: Proposed Distributee(s) Amount/Proportion CARLISLE UNITED METHODIST CHURCH 3% LYCOMING COLLEGE 3% DICKINSON COLLEGE 2% B. Principal: Proposed Distributee(s) Amount/Proportion CARLISLE UNITED METHODIST CHURCH 3% LYCOMING COLLEGE 3% DICKINSON COLLEGE 2% Submitted By: (All petitioners must sign. Add additional lines if necessary): ame of Petitioner:JOANNE . MONOSKI Name of Petitioner: Form OC-01 rev. 10.13.06 Page 9 of 10 Continuation of Page 9. A. and B. Distributive Shares of Principal and Income A. Income: Proposed Distributee Amount/Proportion United Methodist Foundation of W. Va. 2% Robert G. Wertz 22.5% Donna W. Ream 22.5% Elizabeth W. Maisonpierre 22.5% Joanne W. Monoski 22.5% B. Principal: Proposed Distributee Amount/Proportion United Methodist Foundation of W. Va. 2% Robert G. Wertz 22.5% Donna W. Ream 22.5% Elizabeth W. Maisonpierre 22.5% Joanne W. Monoski 22.5% Estate of DAVID FREDERICK WERTZ , Deceased Verification of Petitioner (Verification must be by at least one petitioner.) The undersigned hereby verifies * [.��at-� �t �� :�rr� .a�] 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). � ignature of Petitioner *Corporate petitioners must complete bracketed injormation. 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. IOJ3.06 Page 10 of 10 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: November 22,November 29, and December 6, 2013 Affiant further deposes that he is authorized to verify this statement by the Cumberland Law Journal, a legal periodical of general circulation, and that he is not interested in the subject matter of the aforesaid notice or advertisement, and that all allegations in the foregoing statements as to time, place and character of publication are true. r '1..� �_ � L sa Marie Coyne, Ed� or SWORN TO AND SUBSCRIBED before me this 6 day of December, 2013 � �- Notary {il►ertz,David Frederick,dec'd. Late of South Middleton Township. Executrix:Joanne W.Monoski c/o '"`°�"�"""'�'°`�"'""`"""�"�""""'� Thomas E.Flower,Esquire,Flow- P'Q IARIAL SEAL er Law,LLC, 10 West High Street, C}i:ri�'��.�,�i 1'�Gi1i..LIPdS Cazlisle,PA 17013. t�lotary PUb`iC Attorneys:Flower Law,LLC. ''"^!!SL'"r.°t�R�)UGt1;CI�i�1F�•t�ft1.!�'d�CQU�lTY �`� �v"4� �om��s;�on ,�'.,��.�.Ap;��,�.�.��a..::,� PROOF OF PUBLICATION State of Pennsylvania, County of Cumberland Tackie Cox, Director of Sales, 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): November 14, 21, 28, 2013 COPY OF NOTICE OF PUBLICATION �-yr�:.G 4'�R, ,�.��,e,r S� ��+c�eRl�l�wNk�r r' .. _ _._ _ _. _._.. �,�� t , "'"t��ti�c �� , Affiant further deposes that he/she is not �.��'s�.� � � , ��+b.�rs�a � � interested in the subject matter of the � .: , �yt��on:�kr�i��a•�. �t� �+�r,: � aforesaid notice or advertisement, and that - .�a�� ' �r ` all allegations in the foregoing statement as Jwrms W,Monoski,eX.�` , . to time, place and character of publication �"� c/c Thomas E.Ffower,�squire �`� Fa'` ' FLOWEft LAW.LtG � 'fi � �0 W�st Hiph Strset ' �. �tTUe. �� ,pit i�v�a � ;��ow�t��;�c� � . � `� Sworn to and subscribed before me this � rd I��m�r �I� . n,c Nota y Public My commission expires: COMMONWFALTN OF PENN5YLVANIA Notarial Seai�— Bethany M.Holtry,Notary Public CarBsle Doro,Cumberland County My Commission Explres Sept 26,2015 MEMBER,PENNSYLWAN7A ASSOCIATION OF NOTARIES IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY,PENNSYLVANIA ORPHANS' COURT DIVISION In re: � Estate of DAVID FREDERICK WERTZ, : No. 2013-01169 deceased : Late of South Middleton Township : 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 David Frederick Wertz has been given by first class mail on July 14, 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: � � I �� Thomas E. lower, Esquire Attorney I.D.No. 83993 Flower Law, LLC 10 West High Street Carlisle,PA 17013 (717)243-5513 FLOWER LAW, LLC 10 W. HIGH STREET CARLISLE, PA 17013 James D. Flower, 7r. (1953-2013) PHONE: (7l7)243-5513 Thomas E. Flower FACSIMILE: (717)241-4021 July 14, 2014 In re: The Estate of DAVID FREDERICK WERTZ NOTICE OF ACCOUNT Dear Beneficiary: This letter will advise you, as required by law, that the First and Final Account of Joanne W. Monoski, Executrix of the above-referenced estate, has been filed far Audit with the Orphans' Court Division of Cumberland County Court of Common Pleas, in Carlisle, , Cumberland County, Pennsylvan�a. The Account, which includes a Schedule of Proposed Distribution,will be presented for audit, confirmation and distribution on Au�ust 26, 2014, at 9:30 a.m. A co�y of the Account is enclosed. If you have no objections to the Account, or the matters set forth within the Acco�ant, �o 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 In re: Estate of DAVID FREDERICK WERTZ No. 2013-01169 List of Parties Served with Notice of Filing Account Carlisle United Methodist Church 48 South West Street Carlisle, PA 17013 Lycoming College 700 College Place Williamsport, PA 17701 United Methodist Foundation of W. Va., Inc. P.O. Box 3811 Charleston, WV 25338-3811 Dickinson College 272 West High Street Carlisle, PA 17013 Office of the Attorney General Charitable Trusts and Orgs. Section Strawberry Square Harrisburg, PA 17120 Robert G. Wertz 1376 Route 30 Sudbury, VT 05733 Donna W. Ream 143 James River Road Lewisburg, WV 24901 Elizabeth W. Maisonpierre 501 Montrose Lane Laurinburg,NC 28352 Joanne W. Monoski 145 Parker Street Carlisle, Pa 17013 �. __ _ �sr c�Ir.L�vD rESr�vrElvr OF ,.� � � � C � w rn fTT D. FREDERICK L��ERTZ � � � c � a " r � rn � rn xy U, z, -� � c� .�'=' . � o 0 c� c� o -v -� -n I, D. FREDERICK WERTZ, of Cumberland Crossings Re�r��'-n�t Cente� � Longsdorf Way, No. 43, Carlisle, Cumberland County, Pennsylvania�,,,�',being o£�oum�i Q cri � al�d c�isp�sirg mi�l�, ir�emoiy and ui�clers�a��diiig,�1u Inal�e, publish and declaxe this as and for my Last Will and Testament, hereby revoking and making void any and all former Wills, Codicils, or writings in the nature thereof, by me at any time heretofore made. FIRST: I hereby order and direct my Executrix or Executor, �ereinafter named, to pay all my just debts, funeral expenses, testamentary expenses and all In�ieritance, Estate, Transfer and Succession Taxes, as soon as may be conveniendy done after my death, out o�my residuary estate. , SECOND: I give my entire estate of whatsoever nature and kind as follows , . A. I give to ALLISON �TNITED METHODIST CHURCH of Carlisle, Pennsylvania, three (3%) percent of the residue; B. I give to LYCOMING COLLEGE of Williamsport, Pennsylvania, three (3%) percent of the residue; C. I give to DICKINSON COLLEGE of Carlisle, Pennsylvania, two (2%) of the residue; D. I give to UNITED METHODIST FOUNDATION OF WEST VIRGINIA, INC., P.O. Box 3811, Charleston, West � Virginia 25338-3811, two (2%) Percent of the residue; � _ _.___ __ __ ____ _ _ _ _ _ _ _ _ _ _ _� E. I give the remaining ninety (90%) Percent to my children ROBERT GARY WERTZ,JOANNE WERTZ MONOSHI, DONNA WERTZ REAM, and ELIZABETH WERTZ MAISONPIERRE, in equal shares, to share and share alike, per siirpes, without regard to any advancements I may have made to any of my children during my lifetime. LASTLY: I nominate, constitute and appoint my daughter,�UANNE WERTZ MONOSKI, to be the Executor of this my Last Will and Testament. In the event that the said Executrix shall be unable to serve as Executrix for any reason, I appoint my daughter, ELIZABETH WERTZ MAISONPIERRE, as Executrix. No Executor or Executrix shall be required to file bond in this or any other jurisdiction. IN WITNESS WHEREOF, I have hereunto set my hand and seal this —�r l . da of �`�' � ' , 2011. Y --x�G`�'r'i 1�1.. � � �i� � D. Frederick Wertz SIGNED, SEALED, PUBLISHED and DECLARED in the presence of , �. � �` � ; ��'��--� , . _ � , _ _ _ _.�_ �__.� _ _ _ _ _ _ _ � _ �,_,.--__._.__r__,�._ _ , . �.-.�.A, COMMONWEAI,TH OF PENNSYLVANIA . : ss COUNTY OF CUMBERLAND . !T On this, the a��day of December, 2011, before me �tb�t�5 �.��— , notary DT blic, the undersigned officer, personally appeared�ames D. Flower, Jr., of Flower Law, LLC, known to me (or satisfactorily proven) to be a member of the bar of the highest Court of said sta.te, Supreme Court ID Number 27742, and a subscribing witness to the within instrument, and certified that he was personally present when D. Frederick Wertz, the Testator, signed the atta.ched or foregoing instrument, having been duly qualified according to law, and having acknowledged to said attorney that he signed and executed the instrument as his last Will, that he signed it willingly, and that he signed it as his free will and voluntary act for the purposes therein expressed. In witness whereof, I hereunto set my hand and official seal. � �-^ D. Frederick Wertz, Testator Notary Public • �AMMONW�RL7H QI�'P�Ni�SY{..VANIA NOTARIAL SEAL THOMAS E.FtOWER,Notary Public Carliste Boro.,Cumberland Coun My Commission Expires October 26,�014 __ _ _ _ COMMONWEALTH OF PENNSYLVANIA . : SS COUNTY OF CUMBERLAND . sl On this, the �� day of December, 2011, before me ��'11�c��U=�— , nota ublic, the undersign�d officer, personally appeaxed James D. Flower, Jr., of Flower Law, LLC, known to me (or satisfactorily proven) to be a member of the bar of the highest Court of said state, Supreme Court ID Number 27742, and a subscribing witness to the within instrument, and certified that he was personally present when he and ��e.W.J L� � l�u�_ , whose names are signed to the attached instrument, being duly qualified accordin�to law, did depose and say that thep were present and saw Testator sign and execute the instrument as his Last Will; that he signed willingly and that he executed it as his free and voluntary act for the purposes therein expressed; that each witness in the hearing and sight of the Testa.tor signed the Will as witnesses; and that to rhe best of their knowledge the Testator was at that time.l8 or rnore years.of age, of sound mind and under no constraint or undue influence. . � � In witness whereof, I hereunto set my hand and official seal. 1 Witn SS .-. Witr�ess Notary Public CCIMMQNW�Al.1'M G�'PLNNSYI.VANIA NOTARIAL SEAL THOMAS E.FLOWER,Notary Public Carlisle Boro.,Cumbe�land County My Commission Expires October 2�`i,2014 �� rc� c��z- � , , .., FIRST AND FINAL ACCOUNT OF c n -� �� =L� C..� t rt C; C�'n _ �'". �' '� JOANNE W. MONOSKI z;?` " �' ��' '�=' �� c.r� _ r.> EXECUTRIX FOR THE �c -- ' ' = TJ� + T' ESTATE OF D. FREDERICK WERTZ ��. � � - -. _ _x; � ,-= � � �� 4!) `f NO. 2013-01169 � � � Date of Death: OCTOBER 16, 2013 Date of Executor's Appointment: NOVEMBER 5, 2013 First Complete Advertisement of Grant of Letters NOVEMBER 22, 2013 Accounting for the Period: OCTOBER 16, 2013 —JULY l, 2014 Purpose of Account: Joanne W. Monoski, Executrix, offers this account to acquaint interested parties with the transactions that have occurred during her administration. It is important that the account be carefully examined. Requests for additional information or questions ar objections can be discussed with: Thomas E. Flower, Esquire FLOWER LAW, LLC 10 West High Street Carlisle, PA 17013 (717) 243-5513 SUMMARY Proposed Distribution to Beneficiaries: $83,365.59 Page No. PRINCIPAL: Receipts 3 109,172.49 Gains On Sale: 3 945.37 100,117.86 Less Disbursements: Debts & Funeral Expenses 3-4 (9,863.91) 100,253.95 Administrative Expenses 4 (833.04) 99,420.91 Federal and State Taxes 4 (3,089.22) 96,331.69 Fees and Commissions 4 (13,005.89) 83,325.80 INCOME: 4 39.79 83,365.59 Balance Befare Distributions 4 83,365.59 Distribution to Beneficiaries 5 (83,365.59) 00.00 2 PRINCIPAL RECEIPTS Merrill Lynch Cash Accounts 85,054.16 Diakon/Cumberland Crossings Resident Account 7,891.95 Diakon/Cumberland Crossings, refund of prepaid costs 4,949.16 $50 US Savings Bond, with accrued interest 72.60 40 shares MetLife common stock @ 49.085 1,963.40 380 shares Manulife Financial stock @ 17.215 6,541.70 Adams Electric Co-op, capital share distribution 141.52 2013 Federal income tax refund 2,150.00 2013 PA income tax refund 408.00 TOTAL PRINCIPAL RECEIPTS: 109,172.49 GAINS/LOSSES ON SALE Descri�tion Net Sale Proceeds Acquisition Value Gain/ Loss) MetLife stock 2,118.21 1,963.40 154.81 Manulife stock 7,332.26 6,541.70 790.56 Total Gains on Sale: 945.37 110,117.86 DISBURSEMENT OF PRINCIPAL DEBTS & FUNERAL EXPENSES: Home Instead Senior Care (thru 10/15/13) 109.49 Podiatry Group 8.58 Omnicare Pharmacy 49.74 Cumberland Valley Memorial Gardens, interment 1,538.00 HOFFMAN-ROTH FUNERAL COSTS Professional cremation services 2,290.00 Equipment& staff for graveside service 290.00 Burial urn and flowers 314.34 Death certificates and coroner's fee 90.00 Obituaries in Sentinel, Patriot, Wmspt. Sun Gazette, Washington Post and Charleston, W. Va. Gazette 2,905.24 3 MEMORIAL SERVICE COSTS: Dennis Cunningham(custodian) 125.00 James T. LaRue (media) 100.00 Carol Greenholt (pianist) 50.00 Pat Putz (harpist) 50.00 Carlisle United Methodist Church (luncheon) 543.52 Mira Hewlett (photo power point) 100.00 Shirley Garrison(food preparation) 100.00 Clergy and Organist honoraria 1,200.00 TOTAL DEBTS & FLJNERAL EXPENSES: (9,863.91) 100,253.95 ADMINISTRATION EXPENSES: Probate Fee 343.50 Publication of Estate Notices 264.54 Additional Short Certificates 15.00 Account Filing & Adv't. Fees 180.00 Register's Automation& JCP Fees 15.00 Filing Fee, Petition for Adjudication 15.00 TOTAL ADMINISTRATIVE EXPENSES: (833.04) 99,420.91 INHERITANCE TAX: Total amount of tax due 3,251.81 Less credit for prepayment (162.59) TOTAL INHERITANCE TAX: (3,089.22) 96,331.69 FEES AND COMMISSIONS: Joanne Monoski, Executrix's Commission 5,505.89 Attorney Fees 7,500.00 TOTAL FEES AND COMMISSIONS: (13,005.89) 83,325.80 RECEIPT OF INCOME: Manulife Financial, dividend 39.79 83,365.59 4 BALANCE BEFORE DISTRIBUTIONS: 83,365.59 PROPOSED SCHEDULE OF DISTRIBUTION: Charitable bequests: Allison United Methodist� (3%) 2,500.97 Lycoming College (3%) 2,500.97 Dickinson College (2%) 1,667.31 United Methodist Foundation (2%) 1,667.31 Total bequests to charities: (8,336.56) 75,029.03 Advance Distributions, Januarv 15, 2014: Robert G. Wertz 10,000.00 Donna W. Ream 10,000.00 Elizabeth W. Maisonpierre 10,000.00 Joanne W. Monoski 10,000.00 Total advance distributions: (40,000.00) 35,029.03 To be distributed: Robert G. Wertz 8,757.26 Donna W. Ream 8,757.26 Elizabeth W. Maisonpierre 8,757.26 Joanne W. Monoski 8,757.25 Subtotal: (35,029.03) TOTAL DISTRIBUTION: (83,365.59) 00.00 'Now"Carlisle United Methodist Church." 5 COMMONWEALTH OF PENNSYLVANIA) : SS. COUNTY OF CUMBERLAND) Joanne W. Monoski, Executrix under the Last Will and Testament of D. Frederick Wertz, deceased, hereby declaxes under oath that she has fully and faithfully discharged the duties of her 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 her 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. Joanne W. Monosk Executrix Sworn to and subscribed before me this�day of � , 2014. otary Public COMMONWEALTH OF PENNSYLVANIA NOTARIAL SEAL THOMAS E.FLOWER,Not�ry Public C�rlisle Boro.,Cumberiand C M}c� , 6