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HomeMy WebLinkAbout09-12-14 In the Court of Common Pleas of Cumberland County, Pennsylvania Orphans' Court Division File No. 21-14-0133 Estate of Helen G. Marter, Deceased Late of Lower Allen Township FIRST AND FINAL ACCOUNT AND STATEMENT OF PROPOSED DISTRIBUTION Victoria Dickey Bekelja, Executrix Date of Death: 0112112014 Date of Executrix's Appointment: 02/14/2014 Date of First Complete Advertisement: The sentinel 2/15/14,222/14 and 311/14 Cumberland Law Journal 2128/14,3/7/14 and 3/14114 Accounting for the period: . 01/2112014 to 09/1112014 Purpose of Account: Victoria Dickey Bekelja, Executrix,offers this Account to acquaint interested parties with the transactions that have occurred during the Administration. N y C'' r m It is important that the Account be carefully examined. Requests for additional in&fation C"ueAcgs or objections can be discussed with: a v rnxC'� � o James D. Bogar z R' N � o 0 Bogar& Hipp Law Offices o � x 0 0 One West Main Street en o -n T 4 Shiremanstown, PA 17011 ° X m v Cn o (717) 737-8761 ^� Supreme Court I.D. No. 19475 f w *NOTE: This accounting has been prepared in accordance with information provided by the Executrix, particularly with respect to reimbursements, expenses, distributions and fund balances. All bank and investment accounts were maintained and redeemed by Victoria Dickey Bekelja. SUMMARY OF ACCOUNT Estate of Helen G. Marter, Deceased For the period of i^nijary 91 2014 through September 11.2014 Fiduciary Current Acquisition PAGES Value Value Proposed Distributions to Beneficiaries 8 11'107.84 PRINCIPAL Receipts: This Account 1-2 313,807.63 Net Gain (or Loss)on Sales 3 1,408.01 or Other Dispositions 315,215.64 Less Disbursements: Debts of Decedent 0.00 Funeral Expenses 4 11,506.47 Administration Expenses 4 9,895.42 Federal,State&Local Taxes 5 248,266.82 Commissions 0.00 Fees 5 32,550.00 Family Exemption 0.00 302,218.71 Balance Before Distributions 12,996.93 0.00 Transfer to(from) Principal Distributions to Beneficiaries 6 2,465.00 Principal Balance on Hand 10,531.93 For Information: Investments Made Changes in Holdings INCOME Receipts This Account 7 575.91 0.00 Net Gain (or Loss) on Sales or Other Dispositions 575.91 0.00 Less Disbursements Balance Before Distributions 575.91 0.00 Transfer to(from) Income Distributions to Beneficiaries 0.00 575.91 Income Balance on Hand For Information: Investments Made Changes in Holdings COMBINED BALANCE ON HAND 11'107.84 SCHEDULE A RECEIPTS OF PRINCIPAL Assets Listed in Inventory Fiduciary (Valued as of Date of Death) Acquisition Value S'•3Sll Belco Community Credit Union-Regular Savings- 5.00 Date of death balance$5.00;accrued interest$0.00 Belco Community Credit Union -Money Market 86,820.85 Account-Date of death balance$86,798.37;accrued interest$22.48 Belco Community Credit Union-Checking Account- 12,067.64 Date of death balance$12,065.63; accrued interest $2.01 Belco Community Credit Union-CD-Date of death 50,856.24 balance$50,848.92;accrued interest$7.32 Invesco-Individual Account No.718777. Date of 46,191.62 death balance$46,191.62 Members 1st Federal Credit Union-Regular Savings 5.00 Account No.8974-00. Date of death balance$5.00 Members 1st Federal Credit Union-Life Savings 4,000.33 Account No.8974-04. Date of death balance $4,000.00;accrued interest$0.33. Members 1st Federal Credit Union-CD No.8974-04. 53.821.29 Date of death balance$53,831.29;accrued Interest $13.27 Members 1st Federal Credit Union-CD No.8974-46. 37,710.50 Date of death balance$37,699.14;accrued interest $11.36 Commonwealth of PA-retirement payment(check 1,258.80 dated 1113114) Lincoln Benefit Life Annuity-2 payments of 4,575.86 $2,287.93. Checks deposited after date of death. Senior Helpers-refund 1,584.50 Members 1st Federal Credit Union-deposit of 2.734.29 proceeds from insurance payment State Farm-premium refund 79.70 Bethany Village-refund/credit 64.93 AT&T-Refund 14.26 Total Cash 301,780.81 Personal Prooe ft Personal Property-per appraisal 2,465.00 SCHEDULE A RECEIPTS OF PRINCIPAL Continued Fiduciary Acquisition Value Total Personal Property 2,465.00 Stocks/Listed PNC Investments-BlackRock PA Municipal Bond 9,561.82 Total Stocks/Listed 9,561.82 Total Receipts 313,807.63 Total Receipts of Principal 313,807.63 - 2 - SCHEDULE B GAINS AND LOSSES ON SALES OR OTHER DISPOSITIONS - PRINCIPAL 9& LM 03/27/2014 Invesco-Individual Account No.718777. Net Proceeds 47,212.68 Fiduciary Acquisition Value -46,191.62 1.021.06 06/06/2014 PNC Investments-BlackRock PA Municipal Bond Net Proceeds 9,948.77 Fiduciary Acquisition Value •9,561.82 386.95 TOTAL GAINS AND LOSSES/PRINCIPAL 1,408.01 LESS LOSS NET GAIN OR LOSS 1,408.01 - 3 - SCHEDULE C DISBURSEMENTS OF PRINCIPAL Funeral Expenses 01/29/2014 Juice&Java-food for the wake 463.15 0211112014 St Pius X Seminary-fee for Gregorian Masses as per 350.00 Clause FIRST of the Last Will and Testament 03/07/2014 Malpezzi Funeral Home -funeral bill 10.593.32 03/07/2014 St Joseph's-hall rental for wake 100.00 Total Funeral Expenses 11,506.47 Administration Expenses 01/30/2014 Bethany Village-January Rent 1,538.00 02111112014 AT&T,Comcast and Verizon-final bills 170.77 0 211 412 01 4 Cumberland Law Journal-Executrix's Notice 75.00 02/1412014 Register of Wills-probate fee 288.50 02121/2014 Bethany Village-February rent 1,538.00 02/25/2014 Coble's Transfer-fee to move personal property 450.00 0212712014 Commonwealth of Pennsylvania-reclamation of state 433.47 retirement payment 02/27/2014 Linden Hall Antiques-personal property appraisal 85.00 fee 0212712014 Register of Wills-fee for four(4)Short Certificates 20.00 03107/2014 U.S. Postal Service-stamps and postage 50.00 0311212014 The Sentinel-Executrix's Notice 158.68 04/0112014 Verizon 11.85 04/0712014 Timothy A. Kline,CPA-fee to prepare 2013 Personal 275.00 Income Tax Returns 0 411 512 01 4 Register of Wills-additional probate 225.00 04/30/2014 Comcast-modem 76.15 TO BE PAID RESERVES:-Costs to conclude administration of 4,500.00 estate, including preparation and filing of final 2014 Personal Income Tax Returns and Fiduciary Income Tax Returns Total Miscellaneous Administrative Expenses 9.895.42 -4 - SCHEDULE C DISBURSEMENTS OF PRINCIPAL Continued Federal, State, and Local Taxes 04/15/2014 Register of Wills,Agent-Pennsylvania Inheritance 248,266.82 Tax payment Total Taxes 248,266.82 Fees 04/15/2014 James D. Boger,Esquire-fee for representation of 21,700.00 estate per agreement TO BE PAID James D. Bogar,Esquire-fee for representation of 10,850.00 Estate per agreement Total Fees 32,550.00 TOTAL DISBURSEMENTS OF PRINCIPAL 302,218.71 - 5 - SCHEDULE D DISTRIBUTIONS OF PRINCIPAL 01/2212014 Victoria Dickey Bekelja-specific bequest of personal 2,465.00 property 2,465.00 TOTAL DISTRIBUTIONS TO BENEFICIARIES 2,465.00 - 6 - SCHEDULE G RECEIPTS OF INCOME Dividend 02/20/2014 Invesco-2 dividend checks. 295.11 0 410 412 01 4 Black Rock-dividend 50.42 06/06/2014 Black Rock-dividend 33.75 07/14/2014 Black Rock-dividend 35.42 TOTAL DIVIDEND INCOME 414.70 Interest/Bank 0311012014 Belco Community Credit Union-interest earned in 76.67 personal account from date of death through closeout 03/10/2014 Members 1st Federal Credit Union-Interest earned in 35.61 personal savings account from date of death through closeout 03/10/2014 Members 1st Federal Credit Union-Interest earned in 0.97 CD Account No.8974-04 from date of death through closeout(This entry has been adjusted by$5.00 to balance this account) 0 311 012 01 4 Members 1st Federal Credit Union-Interest earned in 27.28 CD Account No.8974-46 from date of death through closeout 07/31/2014 Members 1st Federal Credit Union-interest earned in 20.68 estate accounts through 7131114 TOTAL BANK INTEREST 161.21 TOTAL RECEIPTS OF INCOME 575.91 .7 PROPOSED DISTRIBUTIONS TO BENEFICIARIES Current Value Fiduciary 09/1112014 Acquisition or as noted Value TO: Deborah Jeanne Bennett-1/5 of Specific Bequest to George C. 1.000.00 Marter Elizabeth Lentz-1/3 of partial distribution of Specific Bequest to 369.26 Rosalie Marter Peters Gregory Lewis Marter-1/5 of Specific Bequest to George C. Marter 1.000.00 Jahwm Marter Khan-Specific Bequest 5,000.00 Lawrence James Marter-115 of Specific Bequest to George C.Marter 1,000.00 Patricia Peters-113 of partial distribution of Specific Bequest to 369.28 Rosalie Marter Peters Raymond Peters-1/3 of partial distribution of Specific Bequest to 369.28 Rosalie Marter Peters Robert Allen Marter-1/5 of Specific Bequest to George C.Marter 1.000.00 Stephen Curtis Marter-115 of Specific Bequest to George C. Marter 1.000.00 11,107.84 Total 11,107.84 NOTE: There are insufficient net distributable assets in this Estate to make full and complete distributions to all specific and residuary beneficiaries as named in the Will . The Pennsylvania Inheritance Taxes paid were considerable, being largely attributable to jointly owned property and inter-vivos transfers and miscellaneous non-probate property, all as reported in the Inheritance Tax Return. In the Court of Common Pleas of Cumberland County, Pennsylvania Orphans' Court Division File No. 21-14-0133 Estate of Helen G. Marter, Deceased Verification Victoria Dickey Bekelja, Executrix under the Last Will and Testament of Helen G. Marter, Deceased, hereby declares under oath that he/she has fully and faithfully discharged the duties of his/her office; that the foregoing 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; that,to his/her knowledge,there are no claims now 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 foregoing Account. This statement is made subject to penalties of 18 Pa. C.S.A. Section 4904 relating to unswom falsification to authorities. Dated: 7' �I'I7 (/eC /IJ,GCIC�?�L 11.fJ Victoria Dickey Bekelja, Executrix S��5, DECEDENT'S ESTATE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY,PENNSYLVANIA ORPHANS' COURT DIVISION ESTATE OF HELEN G. MARTER DECEASED No. 21-14-0133 PETITION FOR ADJUDICATION/ STATEMENT OF PROPOSED DISTRIBUTION PURSUANT TO Pa. O.C. Rule 6.9 This form maybe 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. d rn o s 'M n rn M O cr) C> co INCL UDE ATTACHMENTS AT THE BACK OF THIS FORIV. rn `11 n M �— m r y rT'� N ::u � n p o T C 3 t7 O "I c � rn b F~- (nn o Esquire James D. Bo gar, Es N Name of Counsel: g 9 Supreme Court I.D. No.: 19475 Name of Law Firm: Bogar & Hipp Law Offices Address: One West Main Street, Shiremanstown,PA 17011 Telephone: (717)737-8761 Fax: (717) 737-2086 Form OC-01 rev. 10.13,06 Page I of 10 Estate of HELEN G. MARTER Deceased 1. Name(s) and address(es) of Petitioner(s): Name.: Victoria Dickey Bekelja Address r 439 West Simpson Street Mechanicsburg,PA 17055 Identify any executors or administrators who have notjoined in the Petition for Adjudication and Statement of Proposed Distribution and state reason: None Is this the first accounting by this fiduciary? . . . . . . . . . . . . . . . . . . . . . I©Yes El No If not, identify prior accountings, the accounting periods covered, and the date of adjudication of the prior accounting. 2. Decedent died on January 21, 2014 ® Letters Testamentary or ®Letters of Administration were granted to Petitioner(s) on Date of Will (if applicable): April 23, 1997 Date(s) of Codicil(s) (if applicable): None Date of probate (if different from date Letters granted): February 14, 2014 Was a bond required? 1 iYes I✓_ No If yes, state amount: Are proofs of advertising of the grant of Letters attached? . . . . . . . . . I✓ Yes 0 No Dates of advertising of the grant of Letters: The Sentinel 2/15/14, 2/22/14 and 3/1/14; Cumberland Law Journal 2/28/14, 3/7/14 and 3/14/14 Form OC-01 rev. 10.13.06 Page 2 of 10 Estate of I4ELEN G. MARTER Deceased 3. Was decedent survived by a spouse? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . ElYes ✓_ No If yes, name of the surviving spouse: 4. Has the surviving spouse filed to take an elective share? . . . . . . . . . . . . . OYes Q No (See Section 2201 et sue. 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 (1f none, so state): 6. Did decedent marry after execution of Will or Codicil(s)? . . . . . . . . . . . DYes 0 No Were any children born to decedent after execution of Will or Codicil(s)? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . ❑I Yes 0 No If yes, give names and dates of birth: Name: Date of Birth: 7. If required by the Medical Assistance Estate Recovery Act, 62 P.S. § 1412, was a request for a statement of claim sent to the Department of Public Welfare? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . DYes ® No Form oc-01 rev. 10.13.06 Page 3 of 10 Estate of HELEN G. MARTER Deceased 8. Written notice of the Audit as required by Pa. O.C. Rules 6.3, 6.7 and 6.8 has been or will be given to all parties in interest listed in item 9 below, all unpaid creditors and all claimants listed in item 10 below. In addition, notice of any questions requiring Adjudication as discussed in item 14 below has been or will be given to all persons affected thereby. A. If Notice has been given, attach a copy of the Notice as well as a list of the names and addresses of the parties receiving such Notice. B. If Notice is yet to be given, a copy of the Notice as well as a list of the names and addresses of the parties receiving such Notice shall be submitted at the Audit together with a statement executed by a Petitioner or counsel certifying that such notice has been given. C. If any person entitled to Notice is not sui juris (e.g., minors or incapacitated persons),Notice of the Audit has been or will be given to the appropriate representative on such party's behalf as required by Pa. O.C. Rule 5.2. D. If any charitable interest is involved,Notice of the Audit has been or will also be given to the Attorney General as required under Pa. O.C. Rule 5.5. In addition, the Attorney General's clearance certificate (or proof of service of Notice and a copy of such Notice) must be submitted herewith or at the Audit. 9. List all parties (charitable and non-charitable) of whom Petitioner(s) has/have notice or knowledge, having or claiming any interest in the estate as beneficiaries under the Will or Codicil(s) or as intestate heirs if there is a complete or partial intestacy: A. State each party's relationship to the decedent and the nature of each party's interest(s): Name and Address of Each Party in Interest I Relationship and Comments,if any I Interest Please see attached. Form OC-01 rev. 10.13.06 Page 4 of 10 Estate of HELEN G. MARTER , Deceased Name and Address o(Each Party in Interest I Relationship and Comments if any I Interest 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. 0.C. Rule 12.4). N/A D. If distribution is to be made to the personal representative of a deceased party, state date of death, date and place of grant of Letters and type of Letters granted. N/A Form OC-01 rev. 10,13,06 Page 5 of 10 Estate of HELEN G. MARTER 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 None rjYes r]Yes rjNo No Yes Yes ONo E]No OYes -Yes MNo ONo Dyes ®J Yes FINo MNo 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? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . OYes RIM Was family exemption allowed? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . ED Yes ONo Family exemption claimant's name and relationship: Name: Relationship: Form oC-01 rev. 10.13.06 Page 6 of 10 Estate of HELEN G. MARTER 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: Dale Payment Interest - 4/16/2014 248,266.82 0.00 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? . . . . . . . . . . . . . . . . . . . MYes ®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? . . . . . . . . . . . . . . . . . . 0 Yes MJ 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. Farm Oc-01 rev. 10,13,06 Page 7 of 10 Estate of HELEN G. MARTER Deceased 16. Had the decedent been adjudicated an incapacitated person? . . . . . . . . . . [3 Yes [23 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? . . . . . . . . . . . . . 0 Yes El No 18. If a reserve is requested, state amount and purpose. Amount 4,500.00 Purpose. Costs to conclude administration of the estate, including preparation and filing of final 2014 personal income tax returns and fiduciary income tax returns and payment of taxes. 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 Mi No If so, attach a copy of the notice. 19. Is the Court being asked to direct the filing of a Schedule of Distribution? . . . . . . . . . . . . . . . . . . . . . . . . . . 13Yes ONo As to real estate only? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . rlYes MNo Form OC-01 rev. 10.13.06 Page 8 of 10 Estate of HELEN G. MARTER 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) AmountlProportion Please see attached. B. Principal: Proposed Distributee(s) Amount/Proportion Please see attached. Submitted By: (All petitioners must sign. Add additional lines if necessary): Name of Petitioner:Victoria DiqXey Bekelja Name of Petitioner: Form OC-01 rev. 10.13.06 Page 9 of 10 Estate of HELEN G. MARTER Deceased Verification of Petitioner (Verification must be by at least one petitioner.) The undersigned hereby verifies * [that nelshe is title of the above-named name of corporation 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). o Signature of Petitioner *Corporate petitioners must complete bracketed information. Certification of Counsel The undersigned counsel hereby certifies that the foregoing Petition for Adjudication/ Statement of Proposed Distribution is a true and accurate reproduction of the form Petition authorized by the Supreme Court, and that no changes to the form have been made beyond the responses herein. Sign ture of CounsO Petitioner Form OC-01 rev. 10.13.06 Page 10 of 10 Petition for Adjudication (Continued) 9 . A. Name and Address Relationship Interest Stephen Curtis Marter Nephew $1, 000 . 00 11238 N. 109th Avenue (Son of George Specific Sun City, AZ 85351 C. Marter) Bequest Lawrence James Marter Nephew $1, 000 . 00 4814 Brookhurst Road (Son of George Specific Sylvania, OH 43560 C. Marter) Bequest Gregory Lewis Marter Nephew $1, 000 . 00 12/6 Moo 5, T. Don Sai, A. Maung (Son of George Specific Prechaup Kiri Kahn, Thailand 77000 C. Marter) Bequest Robert Alan Marter Nephew $1, 000 . 00 2860 W. Angela Drive (Son of George Specific Phoenix, AZ 85053 C. Marter) Bequest Deborah J. Bennett Niece $1, 000 . 00 1763 N. 900 E. (Daughter of George Specific North Ogden, UT 84414 C. Marter) Bequest Johanna M. Khan Sister-in-Law $5, 000 . 00 1003 N.W. Shattuck Way, Apt . 237 Specific Gresham, OR 97030 Bequest Raymond Peters Nephew $1, 000 . 00 3527 Primrose Road (Son of Rosalie Specific Philadelphia, PA 19114 Marter Peters) Bequest Patricia Peters Niece $1, 000 . 00 9151 Poinseitta Drive (Daughter of Specific Scottsdale, AZ 85260 Rosalie Marter Bequest Peters) Elizabeth Lentz Niece $1, 000 . 00 100 Cottage Drive, Apt . 108 (Daughter of Specific Palmyra, PA 17078 Rosalie Marter Bequest Peters) James Gabner, Sr. Nephew 1/6 of 25% 10447 Mountain Road (Son of Joseph of Rest, Grantville, PA 17028 Gabner, Sr. ) Residue & Remainder Carol Bender Niece 1/6 of 25% 629 N. Market Street (Daughter of of Rest, Duncannon, PA 17020 Joseph Gabner, Sr. ) Residue & Remainder Donald Gabner Nephew 1/6 of 250 Box 2859, Foxiana Drive (Son of Joseph of Rest, Middletown, PA 17057 Gabner, Sr. ) Residue & Remainder Bonita Wilsbach Niece 1/3 of 1/6 164 Eby Lane (Granddaughter of 25006 of Middletown, PA 17057 Joseph Gabner, Sr. ) Rest, Residue & Remainder William Gabner, Jr. Nephew 1/3 of 1/6 115 S . Franklin Street (Grandson of 25% of Middletown, PA 17057 Joseph Gabner, Sr. ) Rest, Residue & Remainder David Gabner Nephew 1/3 of 1/6 164 Eby Lane (Grandson of 250 of Middletown, PA 17057 Joseph Gabner, Sr. ) Rest, Residue & Remainder Walter Gabner, Jr. Nephew 1/3 of 1/6 1105 State Road (Grandson of 250 of Duncannon, PA 17020 Joseph Gabner, Sr. ) Rest, Residue & Remainder Kenneth Gabner, Sr. Nephew 1/3 of 1/6 400 N. 3rd Street (Grandson of 25°06 of Newport, PA 17074 Joseph Gabner, Sr. ) Rest, Residue & Remainder Rebecca McClain Niece 1/3 of 1/6 49 Manny Drive (Granddaughter of 250 of Middletown, PA 17057 Joseph Gabner, Sr. ) Rest, Residue & Remainder Lawrence Gabner Nephew 1/4 of PO Box 1602 (Son of William 250 of Murphy, NC 28906 Gabner) Rest, Residue & Remainder Anthony Gabner Nephew 1/4 of 708 Falls Creek Drive (Son of William 25°% of W. Melbourne, FL 32904 Gabner) Rest, Residue & Remainder William Gabner Nephew 1/4 of 673 Sigfried Street (Son of William 25°s of Steelton, PA 17113 Gabner) Rest, Residue & Remainder Frances Gabner Nickoli Niece 1/4 of 1600 Bear Paw Lane (Daughter of 250 of Hanover, MD 21076 William Gabner) Rest, Residue & Remainder Kathleen Moore Niece 1/2 of 4100 Third Avenue So. (Daughter of 25% of Minneapolis, MN 55409 Julie Gabner Rest, Moore) Residue & Remainder Jacqueline Moore Niece 1/2 of 9414 Merryrest Road (Daughter of 25°s of Columbia, MD 21045 Julie Gabner Rest, Moore) Residue & Remainder Victoria Dickey Bekelja Niece 1/3 of 439 West Simpson Street (Daughter of 25% of Mechanicsburg, PA 17055 Edith Gabner Rest, Dickey) Residue & Remainder Michael Dickey Nephew 1/3 of 4810 Arney Road (Son of 25% of Harrisburg, PA 17111 Edith Gabner Rest, Dickey) Residue & Remainder David Dickey Nephew 1/3 of 708 Hill Top Drive (Son of 250 of New Cumberland, PA 17070 Edith Gabner Rest, Dickey) Residue & Remainder Proposed Distributions (Includes Principal and Income) : Stephen Curtis Marter $1, 000 . 00 Lawrence James Marter $1, 000 . 00 Gregory Lewis Marter $1, 000 . 00 Robert Alan Marter $1, 000 . 00 Deborah Jeanne Bennett $1, 000 . 00 I�IArnq,Marter Khan $5, 000 . 00 Raymond Peters $ 369 . 28 Patricia Peters $ 369 . 28 Elizabeth Lentz $ 369 . 28 NOTE: There are insufficient net distributable assets in this Estate to make full and complete distributions to all specific and residuary beneficiaries as named in the Will . The Pennsylvania Inheritance Taxes paid were considerable, being largely attributable to jointly owned property and inter-vivos transfers and miscellaneous non-probate property, all as reported in the Inheritance Tax Return. 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: February 28, March 7, and March 14, 2014 Affiant further deposes that he is authorized to verify this statement by the Cumberland Law Journal, a legal periodical of general circulation, and that he is not interested in the subject matter of the aforesaid notice or advertisement, and that all allegations in the foregoing statements as to time, place and character of publication are true. sa Marie Coyne, Editor SWORN TO AND SUBSCRIBED before me this 14 day of March, 2014 C_' Notary Marter,Helen G.,deed. Late of Lower Allen Township. Executrix:Victoria Dickey Bekel- NOTARIAL SEAL ja c/o James D. Bogar, Esquire, DEBORAH A COLLINS One West Main Street,Shiremans- Notary Public town,PA 17011. Attorney: James D. Bogar, Es- CARLISLE BOROUGH.CUMBERLAND COUNTY quire, One West Main Street, My Cornmission Expires Apr 28.2014 Shiremanstown,PA 17011. PROOF OF PUBLICATION State of Pennsylvania, County of Cumberland Patrick Doane, Production Director, of The Sentinel, of the County and State aforesaid, being duly sworn, deposes and says that THE SENTINEL, a newspaper of general circulation in the Borough of Carlisle,County and State aforesaid, was established December 13th, 1881, since which date THE SENTINEL has been regularly issued in said County, and that the printed notice or publication attached hereto is exactly the same as was printed and published in the regular editions and issues of THE SENTINEL on the following day(s): February 15, 22,March 1, 2014. COPY OF NOTICE OF PUBLICATION ExECUrRix-s None E Affiant further deposes that he/she is not I` Estate of HELEN G.MARTER interested in the subject matter of the Letters Testamentary on the Estate of Helen G.Marter,Late of Lower Allen aforesaid notice Or advertisement, and that Township,Cumberland County,Pennsylvania,have been granted to the undersigned.All persona knowing themselves to be indebted to said Estate all allegations in the foregoing statement as are requested to make immediate payment,and those having claims will present them,without delay,for settlement to t to time, place and character of publication Victorla Dickey Bekelja;Executor 1 are true. c/o James D.Boger,Esquire 4 One West Main street Shiremanstown,PA reef 17011 + Sworn to and subscribed before me this 41h dau of March Nota y Public My commission expires: COMMONWEALTH OF PENNSYLVANU Notarial Seal Bethany M.Holtry,Notary Public Carlisle Moro,Cumberland County My Commission Expires Sept.26,2015 MEMBER,PENNSYLVANIA ASSOCIATION OF NOTARIES