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Home My WebLink About07-18-14 r .._..� n �.m. �j �� 's"' -�-i;'''i � �.. ��S_l'� .li DECEDENT'S ESTATE ��` `=, �� _, � �� ;_-; : ��- � _, - ��3 � _' ` � COURT OF COMMON PLEAS OF a�:. '=-=� �~' _., �,a �� Cumberland COUNTY, PENNSYLVANIA n c� 1'��..' ORPHANS' COURT DIVISION ESTATE OF Eleanor F. Utter , DECEASED No. 21-12-0570 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: Keith O. Brenneman Supreme Court I.D. No.:47077 Name of Law Firm: Snelbaker& Brenneman, P.C. Address: 44 West Main Street, Mechanicsburg, PA 17055 Telephone: �17-697-8528 Fax: 717-697-7681 FormOC-0l rev. 10.13.06 Page 1 of 10 � Estate of Eleanor F. Utter , Deceased 1. Name(s) and address(es) of Petitioner(s): Name• Thomas E.Lehman adaress: 2215 Lambs Gap Road Enola,PA 17025 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 04/19/2012 0 Letters Testamentary or �Letters of Administration were granted to Petitioner(s) on OS/17/2012 Date of Will (if applicable): 07/OS/1990 Date(s) of Codicil(s) (if applicable): N/A Date of probate (if different from date Letters granted): same as above 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: Cumberland Law Journal, June l, 8, 15, 2012 & The Sentinel, June 2,9,16, 2012 Form OC-O/ rev. lOJ3.06 Page 2 of 10 Estate of Eleanor F. Utter , Deceased 3. Was decedent survived by a spouse? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . mYes �No If yes, name of the surviving spouse: Thamas E. Lehman 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 � 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? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . mYes � No Form oc-oi rev. !0.13.06 Page 3 of]0 Estate of Eleanor F. Utter , 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�Each Parry rn/nterest I Relationship and Comments,ifany I /nterest See First and Final Account Form OC-0l rev. 10.13.06 Page 4 of 10 Estate of Eleanor F. Utter , Deceased Name and Address of Each Parry in/nterest I Relatronship and Comments,rf any I /nterest 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. N/A 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 FormOC-Ol rev. /0./3.06 Page 5 of 10 Estate of Eleanor F. Utter , 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 Clarm Claim Wi/!C/arm Admitted? BePaidln Full? None DYes �Yes �No �No 0 Yes �Yes �No ❑No �Yes �Yes �No �No DYes 0 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. 1 l. Was family exemption claimed? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . �Yes �No Was family exemption allowed? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . �Yes �No Family exemption claimant's name and relationship: Name: Relationship: FormOC-01 rev. J0.13.06 Page 6 of 10 Estate of Eleanor F. Utter , 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 O1/31/13 36.00 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: N/A B. Has notice of the question requiring adjudication been given to the parties identified in Paragraph 9 above? . . . . . . . . . . . . . . . . . . �Yes �No l5. 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. N/A Form OC-Ol rev. 10.13.06 Page 7 of 10 Estate of Eleanor F. Utter , 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. Amounr: 246.28 Pu'p°Se: filing fees and certified mail fees for First and Final 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 �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 m No Form OC-0! rev. 10.13.06 Page 8 of]0 Estate of Eleanor F. Utter , 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 None B. Principal: Proposed Distributee(s) Amount/Proportion None Submitted By: (All petitioners must sign. Add additional lines if necessary): � Name of Petitioner:Thomas E. Lehman Name of Petitioner: FormOC-0/ rev. !0./3.06 Page 9 of 10 Estate of Eleanor F. Utter , Deceased Verifcation of Petitioner (Verification must be by at least one petitioner.) The undersigned hereby verifies * �t�'lat he/she he �S�;<<e Executor of the above-named name ofcorporation Estate of Eleanor F. Utter 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 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 FormOC-0/ rev./0.13.06 Page 10 of 10 , i PROOF OF PUBLICATION OF NOTICE IN CUMBERLAND LAW JOURNAL (LJnder 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: June 1, June 8, and June 15. 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. �� -�.� r--- isa Marie Coyne, E itor SWORN TO AND SUBSCRIBED before me this 15 of June, 2012 Notary Utter, Eleaaor F. a/k/a Eleanor FYededck Utter,dec'd. Late of Haznpden Township. Executor: Thomas E. Lehman, 2215 Lambs Gap Road,Enola,PA 17025. NOTARIAL SEAL Attorneys: Keith O. Brenneman, DEBORAN A COLLINS Esquire,Snelbaker&Brenneman, P.C.,44 W.Main Street,P.O.Box Notary PubliC 318,Mechanicsburg,PA 17055. CARLISLE BOROUGH,CUMBERLAND COUNTY My Commission Expires Apr 28,2014 ! . ��J / �+/ % '✓ PROOF OF PUBLICATION State of Pennsylvania, County of Cumberland Tackie Cox,Sales Director, of The Sentinel, of the County and State aforesaid,being duly sworn, deposes and says that THE SENTINEL, a newspaper of general circulation in the Borough of Carlisle, County and State aforesaid,was established December 13�,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): Tune 2,9&16, 2012 COPY OF NOTICE OF PUBLICATION ` icec�oa�s NOTICE; Affiant further deposes that he/she is not Letters T.es(8md�"�sry`.on the Estate of ELEANOR F.,UTTER,aiso k�oW�as interested in the subject matter of the 'ELE/fNbl�� DER�CK�JTTER,,lateofHampdenTownship Cumberland County;�9nh9y_IVania have.beertgrentedtothe,undersfgned. dfOT2Sd1Cl riOt1Ce OT 1C1V2Tt1S2TTteTlt, and that � � /{h peRsmtg��w�ng t�em��ly��;ta�a i�a,�ncea►o ga�a�S�te,�in.make all allegations in the foregoing statement as paymen,.i mediaYely,��i�,��io�`e aWn claims will presenf them for semQms„tc� to time, place and character of publicadon �; �,..� � �'�' �; t, � � ,..s ��,�� ama�c��a�+eh �a ,� � .,,�� ar e. ` �'"� °�2' 1�LsaiqbaQ�apRoad a��v , .%', � t�u�� Enola �i417Q25 • � q Kel�c� B`�j�e�n E�e'"�`.�'� � � , Sn�4s�Cef�r,� ,�8`m�n�P"C „ A4 Wes N1�Tr�5 et Meoh�l �ur�P�l�1T�55 Attor�ey�foF�XpCLtor � � �, � aa._. , ar.._. . . ., .. Sworn to and subsc 'bed before me this . ; ` _- --_ . __�(1�._. __ Q�� Notary Public My commission expires: �� NOTARfA!SE�Lm�Ayt� BAMBI P,NN HECKENDORN Notary Pub:ic � C.ARUS�E �OROUGH, COM3ERLAND CNTY s, ��Ay C�m•-�•�ss��.r; �,G,,; ;,< ,'�:�� . 2014 �. . • I i '�� pen�nsylvania i � � DEPARTMENT OF PUBLIC WELFARE I 'I I i May 2S, 2012 SNELBAKER & BRENNEMAN PC , KEITH O BRENNEMAN ESQUIRE i 44 lA/ MAIN ST � MECHANICSBURG PA 17055 � � � Re: Eleanor Utterl'� SSN: ###-##-6�15 , Dear Attorney Brenneman: � Pursuant to your letter dated May 21, 2012, t �e Department of Public 1Nelfare (DPW), Estate Recovery Program, has reviewed the ir�formation you provided regarding th� above-referenced individual. i It has been determined that this individual did, not receive any type of assistance during the questioned period. i I Therefore, according to the information you pr vided, the Department's Estate Recovery Program will r�ot seek any recovery from thi estate. If your client applied for Medical Assistance and had an application and/or hea�-ing pending at the time of death, please advise us and provide any additional information that may affect a recovery by our Department. 'I If you have any questions, please feel free to qontact me. I Sincerely jl �� ;�r�.� Vince A. Pdlrter Recovery Section Manager (717)772-f}604 I i � �I � I� � ,I .,�.._..��..��.....�.�.. ,�.�..._........�..�....._....,.rw..�.o,_,...»..�.�.w...r_._,. i ..a._.._.�A........_,_...�,..,�..... ....�.a..�.�...�.._ Bureau of Program Inte9rity � Division of Third Pa Liability � Recovery Section � PO Box 8486 � Harrisbun�, Pennsylv�anYa 17105-8486 SNELBAKER � BRENNEMAN, P.C. A PROFESSIONAL CORPORAT70N ATTORNEYS AT LAW 44 WEST MAIN STREET MECHANICSBURG. PENNSYLVANIA 17055 KEITH O.BRENNEMAN P.O.BOX 318 RICI-IARD C.SNELBAKER-OF COUNSEL 717-697-8528 FACSIMILE(7V)697-7651 July 18, 2014 T0: Janet Utter Certified Mail No. 1293 Letchworth Road (7010 1670 0001 0650 3128) Camp Hill, PA 17011 David C. Heiser Certified Mail No. 270 Chestnut Grove Road (7010 1670 0001 0650 3098) Dillsburg, PA 17019 Eileen Rutter Certified Mail No. c/o Patricia Gantz (7010 1670 0001 0650 3104 ) 17 Washington Avenue Ephrata, PA 17522 Molly Latorre Certified Mail No. 975 East Pine Street (7010 1670 0001 0650 3111) Palmyra, PA 17078 Thomas E. Lehman 2215 Lambs Gap Road • Enola, PA 17025 Re : Estate of Eleanor F. Utter, Deceased Estate No. 21-12-0570 NOTICE TO PARTIES IN INTEREST The undersigned, as Attorney for Thomas E. Lehman, Executor of the Estate of Eleanor F. Utter, Deceased, hereby gives notice to each of the above named persons pursuant to Rule 6. 3 of the Pennsylvania Supreme Court Or.phans' Court rules as follows : l. He has filed t;his date in the office of the Clerk of Orphans ' Court and Register of Wills of Cumberland County, Pennsylvania, at Carlisle, PA, the First and Final Account of his administration as such Execut.or, together with a Petition for Adjudication, true copies of which are enclosed herewith. 2 . Said Account will be presented to a judge of the Orphans ' Court Division of_ the Cumberland County Court of Common Pleas at the Cumberland County Court House, 1 Court House Square, Carlisle, PA 17013, on August 26, 2014 at 9 : 30 o ' clock A.M. , prevailing time, at which time sa�d Account will be confirmed unless written objections are filed prior thereto. SNELBAKER� BRENNEMAN, P.C. Estate of Eleanor F. Utter July 18, 2014 Page 2 3 . You have the right to file written objections to said Account prior to the confirmation as scheduled above . Very truly yours, 1��.� Keith 0. Brenneman KOB: sks Enclosures �,� 99'D, 7Z � - � �, �, IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PA. ORPHANS'COURT DIVISION FILE NO: 21-12-0570 FIRST AND FINAL ACCOUNT OF Thomas E. Lehman, Executor For ESTATE OF ELEANOR F. UTTER Social Security#: 192-34-6615 Tax ID#: 90-6209310 Date of Death: April 19, 2012 Date of Incapacity, if any: None Date of Executor Appointment: May 17, 2012 Date of First Complete Advertisement: June 1, 2012 Accounting for the period: Aprii 19, 2012. to June 27, 2014 Purpose of Account: Thomas E. Lehman, 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, questions or objections can be discussed with: Keith O. Brenneman Snelbaker& Brenneman, P.C. 44 West Main Street Mechanicsburg, PA 17055 Phone#: 717-697-8528 Supreme Court I.D. No: 47077 n °-�' C�� :� .-�, � � �,. r.z..,�:' �`G � � � ;�� U�� !"' -;i 7 t-'-' —. , t ':' � : �". ��j�°- �,.__ _., ;•� C7t__.� � ' --i-i ;..��'.. :--; a, -�- . ;.;j:; .„_.� t.�. r...� i' `�� : LAW OFFICES SNELBAKER$C BRENNEMAN, P.C. Page 1 � , , � SUMMARY OF ACCOUNT PRINCIPAL PAGE Receipts 3 $14,165.76 Net Gain on Sales or Disposition 3 0.00 $ 14,165.76 Less Disbursements: Debts of Decedent 3 $ 4,275.81 Funeral Expenses 3 6,635.00 Administration Expenses 3 766.93 Family Exemption 4 0.00 Federal, State& Local Taxes 4 36.00 Fees and Commissions 4 2,173.50 13,887.24 Balance before Distributions $ 27g,52 Distributions to Beneficiaries 4 282.00 Principal Balance on Hand 4 $ (3.48) For Information: Investments Made 4 0.00 Changes in Holdings 5 0.00 INCOME Receipts 5 $ 3.48 Less Disbursements 5 0.00 Balance before Distributions $ 3.48 Distributions to Beneficiaries 5 0.00 Income Balance on Hand $ 3,48 COMBINED BALANCE ON HAND $ (0.00) Listing of unpaid creditors: 6 Persons interest in the Distribution of Estate 6 AffidaviWerification 7 LAW OFFICES SNELBAKER SC BRENNEMAN, P.C. Page 2 , �, �, PRINCIPAL RECEIPTS Assets Listed on Inventory per copy of attached: $11,028.11 (Valued as of Date of Death) ADJUSTMENTS TO INVENTORY 0.00 SUBSEQUENT RECEIPTS 4/20/2012 Thomas Lehman, personal funds added in order to meet various 2,750.07 creditor obligations of the Decedent 5/1/2012 Retirement pension deposited to M&T Bank 387.58 TOTAL PRINCIPAL RECEIPTS $14,165.76 PRINCIPAL GAINS OR LOSSES ON SALES OR OTHER DISPOSITIONS None $0.00 NET GAIN/LOSS TRANSFERRED TO SUMMARY $0.00 DISBURSEMENTS OF PRINCIPAL DEBTS OFDECEDENT 5/7/2012 Discover Financial Services, payoff credit card 1,094.85 5/8/2012 Thomas Lehman, reimbursement for insurance payment 165.00 5/9/2012 Andrews& Patel Associates, P.C. 180.00 5/9/2012 Sears, credit card debt 262.06 5/14/2012 Belco Community Credit Union, payoff auto loan 2,420.83 6/25/2012 Computer Credit, Inc., collection agency for 50.00 Pinnacle Health Hospitals for medical services 7/13/2012 Pinnacle Health, medical services 84.06 7/15/2012 The Johns Hopkins University Clinical Practice, 19.01 medical services $ 4,275.81 FUNERALEXPENSES 4/20/2012 Parthemore Funeral Home&Cremation Services, $ 4,345.00 Inc., funeral services 5/31/2012 Gingrich Memorials, grave marker 2,290.00 $ 6,635.00 ADMINISTRATION EXPENSES 5/23/2012 JW Music, flute appraisal $ 15.00 5/30/2012 Munn's Diamonds,jewelry appraisal 50.00 1/31/2013 Register of Wills, filing fee for Inheritance Tax Return 70.00 Inventory and additional probate fee 2/22/2013 Snelbaker&Brenneman, P.C., costs advanced: 385.65 a. Register of Wills, probate fee 83.50 b. Cumberland Law Journal, advertise 75.00 Executor's Notice c. The Sentinel, advertise Executor's 221.40 Notice d. Certified mail postage 5.75 The following items are to be paid upon confirmation of the Accounting: "*" Reserve for filing fees and certified mail fees 246.28 �.w o��cES for First and Final Account SNELBAKER 8C Q BRENNEMAN, P.C. �V 766.93 Page 3 � '� FAMILY EXEMPTION NONE $0.00 $0.00 FEDERAL, STATE & LOCAL TAXES 1/31/2013 Register of Wills, Agent, Inheritance Tax $ 36.00 $ 36.00 FEES AND COMMISSIONS 4/30/2012 Belco Community Credit Union, statement fee $ 2.00 5/30/2012 PSECU,withdrawal fee 1.00 2/22/2013 Snelbaker& Brenneman, P.C., attorney services from 1,585.50 5/16/2012 to 1/31/2013 The following items are to be paid upon confirmation of the Accounting: "�* Snelbaker& Brenneman, P.C., attorney fees 585.00 from 2/8/13 to date $2,173.50 TOTAL DISBURSEMENTS OF PRINCIPAL $ 13,887.24 DISTRIBUTIONS OF PRINCIPAL TO BENEFICIARIES TO: Janet L. Utter Bequest of Diamond Ring per Item Second of Will $210.00 TO: Molly Latorre Decedent's cat per Item Third of Will $0.00 TO: David C. Heiser Bequest of Flute per Item Fourth of Will $72.00 TOTAL DISTRIBUTIONS OF PRINCIPAL TO BENEFICIARIES $282.00 PRINCIPAL BALANCE ON HAND FIDUCIARY VALUE AT ACQUISITION 6/27/2014 VALUE Bonds $0.00 $ 1,064.66 Personal Property(Flute, & Diamond Ring) 0.00 282.00 Auto 0.00 1,973.00 Cash 0.00 7,708.45 TOTAL PRINCIPAL BALANCE ON HAND $0.00 $ 11,028.11 INFORMATION SCHEDULES �.aw o�ices PRINCIPAL INVESTMENTS MADE SNELBAKER LG NONE BRENNEMAN, P.C. Page 4 . •, '. CHANGES IN PRINCIPAL HOLDINGS NONE RECEIPTS OF INCOME 4/25/2012 Exelon Dividend paid into M&T Bank checking account $ 2.62 5/17/2012 Belco Community Credit Union, savings account, interest 0.11 5/31/2012 PSECU, estate checking account, interest from 5/31/12 to close 0.75 TOTAL RECEIPTS OF INCOME $ 3.48 DISBURSEMENTS OF INCOME NONE $0.00 TOTAL DISBURSEMENTS OF INCOME $0.00 DISBURSEMENTS OF INCOME TO BENEFICIARIES NONE $0.00 TOTAL DISBURSEMENTS OF INCOME TO BENEFICIARIES $0.00 LAW OFFICES SNELBAKER EC BRENNEMAN, P.C. Page 5 , •, '. * UNPAID CREDITORS: NONE ** PERSONS INTERESTED IN DISTRIBUTION OF ESTATE: 1. Janet Utter 1293 Letchworth Road Camp Hill, PA 17011 2. David C. Heiser 270 Chestnut Grove Road Dillsburg, PA 17019 3. Eileen Rutter c/o Patricia Gantr 17 Washington Avenue Ephrata, PA 17522 4. Molly Latorre 975 East Pine Street Palmyra, PA 17078 5. Thomas E. Lehman 2215 Lambs Gap Road Enola, PA 17025 '"'*" Due to insufficient funds in the estate, the bequest per Item Fifth of the Will to Eileen Rutter in the amount of$2,000.00 will not be paid LAW OFFICES SNELBAKER EC BRENNEMAN, P.C. Page 6 AFFIDAVIT/VERIFICATION THOMAS E. LEHMAN, Executor under the Last Will and Testament of ELEANOR F. UTTER, 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 have been paid in full; to his knowledge, there are no claims outstanding against the Estate; that all taxes presently due from the Estate have been paid; and that the grant of Letters Testamentary and the first complete advertisement thereof occurred more than four months before the filing of the foregoing First and Final Account. This statement is made subject to penalties of 18 pa. C.S.A. Section 4904 relating to unsworn falsification to authorities.� � � Thomas E. Lehm n, Executor Dated: � Subscribed and sworn to by THO AS E. LEHMAN before me this ��day of � u( , 4 �� ` Notary Public COMMONWEALTN OF PENNSYLVANU► rVotanal 5�1 Sandra K.Showers,Notary publk �echa�ksbur9 Bo%Cumberland County ��res Nov.22,2015 MEMBER,PENNSYLVANIA ASSOQA'fION OF NOT LAW OFFICES SNELBAKER 8C BRENNEMAN, P.C. Page 7 . �, �. INVENTORY REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYLVANIA COMMONWEALTH OF PENNSYLVANIA SS 21-12-0570 COUNTY OF Cumberland } File Number Thomas E. Lehman Executor Personal Representative(s)of the Estate of Eleanor F.Utter deceased,depose(s)and say(s)that the items appearing in the following inventory include all of the personal assets wherever situate and all of the real estate in the Commonwealth of Pennsylvania of said Decedent,that the valuation placed opposite each item of said inventory represents its fair value as of the date of the decedent's death, and that Decedent owned no real estate outside of the Commonwealth of Pennsylvania except that which appears in a memorandum at the end of this inventory. �� I verify that the statements made in this Inven- �'�� tory are true and correct. I understand that false state- ""eb�� ` ' s� ments herein are made subject to the penalties of Thomas E. Lehman, Executor 18 Pa.C.S. § 4904 relating to unsworn falsification to �� S T amhc �an rz�ad authorities. Enola, PA 17025 Attorney-- (Name) Keith O. Brenneman,Esquire (Supreme Court LD. No.) 47077 (Address) Snelbaker& Brenneman,P.C.,44 West Main Street,Mechanicsburg,PA 17055 (Telephone) �17-697-8528 DATE OF DEATH LAST RESIDENCE DECEDENT'S SOC.SEC.N0. 04/19/2012 2215 Lambs Gap Road,Hampden Twp.,Enola,PA 17025 ,. FIGURES MUST BE TOTALED 1. 2001 Subaru Legacy,sale value 1,973.00 2. Belco Community Credit Union,holiday savings club account#615340-S2 0.14 3. Belco Community Credit Union,savings account#615340-S1 I,115.64 4. Deford Student Flute,appraised value 72.00 5. Diamond ring,appraised value 210.00 6. Discover Financial Services,death benefit paid under Discover Payment Protection Plan 1,094.85 7. M&T Bank,checking account#87100215 n 5,49�:�2 � �� 8. U.S. Savings Bonds, 4 "E" savings bonds with face amount of c� �,064.�66 �.�� $50.00 each. ' " ' " �� , ��.f � _ ;•,� ..�;a . ! i..Y ��, `.�_� �� i ''.,i � .. :��: r�r� f--� :;';J s�� {'.r"? w ,�.: �"t i.:'y - ("") F....� ' ? �....� _...,t . • �! _ '; ... . .., .. � 6.�;> . .:.� ..�J ._ ' Y S"`I »,7 _ 5..._� L;7 C'� =„ v 5---* �� (Attach additional s/aeets as needec/) TOTAL: 11 028.1.1 NOTE: The Memorandum of real estate outside the Commonwealth of Pennsylvania may, at the election of the personal representative include the value of each item,but such tigures should not be extended into the total of the Inventory. (See 20 Pa.C.S.�330/(6)J Forni RW-09 rer. lOJ3.06