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ESTATE OF �E K. OTTO , DECEA�ED; _� -TM �
No. 21-08-0544 ` �;�� {"� � �
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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 insu�cient, 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.
INCLUDE ATTACHMENTS AT THE BACK OF THIS FORM.
Name of Counsel; DOUGLAS G. MILLER
Supreme Court I.D.No.: 83776
Name of Law Firm: IRWIN&McKNIGHT, P.C.
Address: 60 WEST POMFRET STREET, CARLISLE, PA 17013
Telephone: (�17)249-2353
Fax:�717)249-6354
Form OC-01 rev.10.13.06 Page 1 of 10
Estate of �E K. OTTO ,Deceased
1. Name(s)and address(es)of Petitioner(s):
Name: EDWIN R.OTTO PATRICK K.MYERS
Address: 808 LONGWOOD AVE. 335 N.24TH STREET
BEDFORD,VA 24523 CAMP HILL,PA 17011
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 MAY 2, 2008
� Letters Testamentary or ❑Letters of Administration were granted to Petitioner(s)on
Date of Will ('rf applicable): �y 11, 2007
Date(s)of Codicil(s) ('f applicable):
Date of probate ('f different from date Letters granted): �y 16, 2008
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: CLJ-MAY 30, 2008,JLJNE 6, 13, 2008
THE SENTINEL-MAY 24, 31, Ji1NE 7,2008
Form OG01 rev. 10.l3.06 Page 2 of 10
Estate of JIJNE K. OTTO ,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):
6. Did decedent marry after execution of Will or Codicil(s)? . . . . . . . . . . . ❑Yes 0 No
Were any children born to decedent after execution of
Will or Codicil(s)? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . ❑Yes 0 No
If yes,give names and dates of birth:
Name: Date of Birth:
7. If required by the Medical Assistance Estate Recovery Act,
62 P.S. § 1412,was a request for a statement of claim sent to
the Department of Public Welfare? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . �Yes ❑ No
Fo,m oc-or rev. !0.13.06 Page 3 of 10
Estate of �E K. OTTO ,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 belaw 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 tnat 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 olEach Parry in Interest I Relationship and Comments,if any I lnteresr
LEAH K. PARDOE GRANDDAUGHTER 10,000 SPEC BEQ
40 SANDY CIRCLE 1/4TH
MANCHESTER, PA 17345 REMAINDER IN
TRUST
PHILIP C. PACE GRANDSON 10,000 SPEC BEQ
331 EAST OLD YORK ROAD 1/4TH
CARLISLE,PA 17015 REMAINDER IN
TRUST
Fo,moc-oi rev.10.J3.06 Page 4 of 10
Estate of �E K. OTTO , Deceased
Name and Address of Each Party rn Interest I Relationship and Commenu,i any I Interest
EDWIN R. OTTO SON 1/2 REMAINDER
808 LONGWOOD AVENUE
BEDFORD, VA 24523
RANDY L. CRAMER FRIEND 37 ACRE TRACT
170 RED TANK ROAD
BOILI1vTG SPRINGS, PA 17007
B. Identify each party who is not sui juris(e.g.,minors or incapacitated persons).
For each such party, give date of birth,the name of each Guardian and how each
Guardian was appointed. If no Guardian has been appointed, identify the next of
kin of such party, giving the name, address and relationship of each.
NONE
C. State why a Petition for Guardian/Trustee Ad Litem has or has not been filed for
this Audit (see Pa. O.C. Rule 12.4).
N/A
D. If distribution is to be made to the personal representative of a deceased party,
state date of death, date and place of grant of Letters and type of Letters granted.
N/A
Form OC-01 rev. 10.13.06 Page 5 of 10
Estate of�E K. OTTO , 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 Amoant ojClaim Claim Will Claim
Admirted? Be Paid!n
Full?
❑Yes ❑Yes
�No �No
❑Yes �Yes
❑No �No
❑Yes ❑Yes
ONo ❑No
DYes �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 ONo
Family exemption claimant's name and relationship:
Name: Relationship:
FormOC-0/ rev. /0.l3.06 Page 6 of 10
Estate of �E K. OTTO ,Deceased
12. The amount of Pennsylvania Transfer Inheritance Tax and additional Pennsylvania Estate
Taac paid,the date(s)of payment(s), and the interest(s) upon which paid, are as follows:
Date Papment Interest
06/24/2013 45,992.27
09/26/2013 7,355.36
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 decedenYs 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
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.
Fom,oc-or rev. 10.13.06 Page 7 of 10
Estate of �E K. OTTO 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.
Amoun�: 31,841.00
Pu,�°Se: TRANSFER TAX TO CONVEY 37 ACRES, LAWN CARE/PROPERTY
CLEAN UP, FINAL ATTORNEY FEE AND FINAL EXECUTOR
COMMISSION
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? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . mYes ❑No
If so, attach a copy of the notice.
19. Is the Court being asked to direct
the filing of a Schedule of Distribution? . . . . . . . . . . . . . . . . . . . . . . . . . . ❑Yes �No
As to real estate only? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . ❑Yes �No
Form OC-0/ rev.10.13.06 Page 8 of 10
Estate of JUNE K. OTTO , 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
EDWIN R. OTTO $15,246.66
TRUST LTNDER WILL FBO PHILIP C. PACE $7,623.33
TRUST UNDER WILL FBO LEAH K. PARDOE $7,623.33
B. Principal:
Proposed Distributee(s) AmoundProportron
Submitted By:
(All p8titioners,rnust srgn. '
Add additionad dines ff nece�smy):
� —�� �
Name of P ner:EDwIN R. o
Nari�e af Peti6oner: '
For�OC-Ol rev.10.13.Od Page 9 of 10
Estate of �E K. OTTO , Deceased
Veriflcation of Petitioaer .
(Verification must be by at teast one pe�idoner.)
The undersigned hereby Veriftes* [that�� � is ave �cuTOR
of the above-named,�e��a� ESTATE and]that the facts set
forth ia t�e foregoing Petition far Adjudioation/Statement of Proposed.Distribution wlrich are
withiun the personal Imo�vledge of the Petitioner are true,and as to facts based on the information
of others,the P�itioner,after diligent inquiry,believes them to be tru�;and thst any fatse
statements herein are made subject to the penalties of 18 Pa.C.S.§4904(relatigg to unsworn
falsification to authorities).
Signature of Petitioner
*Ca�pO�'�eP�Bon�n�ust�lete b�+ackeled htform�ion.
Certi�cation of Connsel
'The undersigned counsel hereby certifies that the foregoing Petition for Adjudication/
Statement of Proposed Disrribution is a true and accurate reprodudion of the form P�ition
authori�ed by the Suptaame Court,and tha#no cl�anges to the form have been made beyond the
responses herein.
�
. ,
Signature Counsel for Petitioner
Fo�oc-ol „�.ro.ls.o6 Page I O of 10
Estate of �E K. OTTO , Deceased
Verification of Petitioner
(Verification must be by at least one petitioner.)
The undersigned hereby verifies * �tI13t he/she HE is trrie E%ECUTOR
of the above-named name ofcorporation ESTATE 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
statzments herein are made subject to the penalties of 18 Pa. C.S. § 4904 (relating to unsworn
falsification to authorities).
C
Signa re f etition r
PATRICR R. MYERS
*Corporate petitioners must complete bracketed information.
Certification of Counsel
The undersigned counsel hereby certifies that the foregoing Petition for Adjudication/
Statement of Proposed Distribution is a true and accurate reproduction of the form Petition
authorized by the Supreme Court, and that no changes to the form have been made beyond the
responses herein.
<
.
Signature of ounsel for Petitioner
Fo,m oc-o� rev./0.13.06 Page 10 of 10
�4 �
, � .
PROOF OF PUBLICATION OF NOTICE
IN CUMBERLAND LAW JOURNAL
(Under Act No. 587, approved May 16, 1929), P. L.1784
COMMONWEALTI� 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 Iocal 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 Cuxnberland Law
Journal on the following dates,
viz:
May 30 June 6, and June 13, 2008
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.
is Marie Coyne, Edit
SWORN TO AND SUBSCRIBED before me this
13 day of June. 2008
�
Notary
Otto,Juae K.,dec'd.
Late of South Middleton Town- NOTARIAL SEAL
ship.
Executors: Edwin R. Otto and DEBORAH A COLLINS
Patrick K. Myers c/o Robert M. Notary Public
Frey, Esquire, 5 South Hanover CARLISIE BORO, CUMBERLAND COUNN
Street, Cazlisle,PA 17013. ! My Commission Expires Apr 28,2010
Attomeys:Frey and Tiley. °""
�.�, P-�.;�
..
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.
PROOF OF PUBLICATION
State of Pennsylvania,County of Cumberland
Erica Peterson,Classified Mana�er,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):
Mav 24,31,Tune 7,2008
COPY OF NOTICE OF PUSLICATION
' EXECUTOR'S:NOTICE
Letters Testamentary�on the Estate of JUNE K.OTTO, i
late of South Middleton Township,Cumberland �{flant�1iTtY12T Cl2 oses that he she is not
' County,"PennsylvaniaGdeceased,have 6eeqgranted� P �
co me��ae�ig�ed., .. � interested in the subject matter of the
All:perSOns knowing themselves to be indebted to said �{OTC'Sa1C{riOL1C2 OT aC�VeThS2I112rit,and that
�Estate wiil make payment immediately,and.those
having claims will pressnt them for settlemenC to: ; i all allegations in the foregoing statement
,,, , ,
EaW�o A.oeco � l as to time,place and character of
PatrickK.Myers
EXe��tor� ' publication are true.
c%Robert M.Frey� I •� �
5 South Hanover Street
Carlisle;Pennsylvania 17013 % � �
Frey and Tiley � ,
Attomey ' � �
Sworn to and subscribed before me this
9th day of Tune,2008.
�
Notary Pu lic
My commission expires: (�I$l D�
Novu�au sEu
60NItA A CAPNP ,
�Y�
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m�r es�taetoia E�+ea.lure a,3�'�+9
FIRST AND FINAL ACCOUNT AND � ������3. c��-
PROPOSED DISTRIBUTION OF
EDWIN R. OTTO AND PATRICK K. MYERS,
CO-EXECUTORS OF THE ESTATE OF
,�,
JUNE K. OTTO, DECEASED � � �, �
° �:� ���� �
�,ATE UF SOUTH MIDDLETOI�T TOWNSHI�A =� �� � Q
CUMBERLAND COUNTY ' ° _'J " � '"' �
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Estate File #.• 21-08-0544 � ',.� � :rrMf �
Estate EIN#: 26-6385876 - : ,:,. ._
� � ;.:� �
Date of Death: May 2,2008 :. �--� � o
aa `*�
Letters Granted: May 16,2008
Dates of Advertisement:
The Sentinel- May 24,31,June 7,2008
Cum�aerland I,�w Journal- 1VIay 30,June 6, 13,200$
Account Stated To: September 1,2014
SUMMARY& INDEX
Principal P� Amount
Receipts 2 $440,761.00
Receipts Subsequent to Inventory 2 $5,227.78
Receipts to Transfer 37 Acres 2 $38,634.74
Adjusted Balance 3 $484,623.52
Debts of Decedent 3 $80,936.16
Costs of Administration 4,5 $221,353.04
Distributions to Beneficiaries 5 $120,000.00
Reserves 5 $31,841.00
Proposed Distributions 6 $30,493.32
Douglas G. Miller,Esquire
IRWIN&McKNIGHT,P.C.
60 West Pomfret Street
Carlisle, PA 17013
(717) 249-2353
RECEIPTS OF PRINCIPAL
Value of Assets Fiduciary
Listed iu Inventory Acquisition
(d/o/d value) Value
Real Estate:
331 East Old York Road, Carlisle, Pennsylvania $900,000.00 $285,000.00
($615,000.00 Seller Financing Pursuant to Recorded Mortgage)
323 East Old York Road, Carlisle, Pennsylvania 18,000.00 $18,000.00
331 East Old York Road, South—37 Acres,
Carlisle, Pennsylvania $85,000.00 $85,000.00
(Transfer Pending Payment of Transfer Ta�ces, Subdivision Costs,
Real Estate Taxes and Expenses)
Personal Property:
Stamy—Farm Rent Income $52,761.00 $52,761.00
TOTAL RECEIPTS OF PRINCIPAL $1,055,761.00 $440,761.00
RECEIPTS SUBSEOUENT TO IIWENTORY
(Value N'hen Received)
03/19/13 Taxes from Saie of Real Estate..........................................................................$3,227.78
04/22/14 Jonathan R. Rudolph, Farm Rent Income..........................................................$2,000.00
TOTAL RECEIPTS SUBSEQUENT TO INVENTORY................................$5,227.78
ESTIMATED RECEIPTS RECEIVED FR01�I RANDY CRAMER TO TRANSFER 37 ACRES
Transfer Taxes to Convey 37 Acres...................................................................................$1,700.00
2008 —2015 County/Township and School Taxes..........................................................$19,554.44
SubdivisionCosts ............................................................................................................$17,380.30
TOTAL ESTIMATED RECEIPTS RECEIVED FROM RANDY CRAMER.....$38,634.74
2
RECAPITULATION-RECEIPTS
RECEIPTS OF PRINCIPAL(Fiduciary�►cquisition Va�ue)...............................................$440,761.00
RECEIPTS SUBSEQUENT TO INVENTORY...........................................................$5,227.78
ESTIMATED RECEIPTS RECEIVED FROM RANDY CRAMER.......................$38,634.74
TOTAL RECEIPTS OF PRINCIPAL & INCOME ....................................$484,623.52
DISBURSEMENTS
Debts of Decedent:
OS/OS/08 HollingerFuneralHome..................................................................................$11,465.00
06/02/08 Med-Ed, Electric...................................................................................................$157.00
06/27/08 Met-Ed, Electric....................................................................................................$346.00
08/18/08 South Middleton Township Tax Coilector, Real Estate Taxes ........................$9,21 i.00
11/06/08 Wolfe and Shearer, Real Estate Advice................................................................$700.00
04/13/09 South Middleton Township, Real Estate T�es.................................................$2,296.00
04/27/09 House and Farm Insurance....................................................................................$627.00
08/19/09 South Middleton Township Tax Collector, Real Estate Taxes .........................$9,214.00
04/26/10 House and Farm Insurance....................................................................................$629.00
04/27/10 South Middleton Township Tax Collector, Real Estate Taxes .........................$2,296.00
08/26/10 South Middleton Township Ta�c Collector, Real Estate Taxes .........................$9,334.00
03/24/11 South Middleton Township Tax Collector, Real Estate Taxes .........................$2,565.00
08/02/11 House and Farm Insurance....................................................................................$599.00
08/25/11 South Middleton Township Tax Collector, Real Estate T�es .......................$10,331.00
10/08/11 House and Fann Insurance....................................................................................$436.00
03/21/12 South Middleton Township Tax Collector, Real Estate Taxes .........................$2,575.00
04/02/12 House and Farm Insurance....................................................................................$272.00
OS/22/12 House and Farm Insurance....................................................................................$647.00
08/11/12 South Middleton Township Tax Collector, Real Estate Ta�ces .......................$10,331.00
08/27/13 South Middleton Township, Tax Collector, Real Estate Taxes ........................$2,952.95
03/31/14 South Middleton Township, Tax Collector, Real Estate Taxes ...........................$822.15
07/15/14 South Middleton Township, Tax Collector, Real Estate Taxes ........................$3,001.06
07/15/14 House and Farm Insurance....................................................................................$129.00
Subtotal: ..................................................................................................................................$80,936.16
3
Costs of Administration:
OS/16/08 Register of Wills, Probate Fee..............................................................................$502.00
OS/19/08 Cumberland Law Journal, Estate Notice................................................................$75.00
06/24/08 The Sentinel, Estate Notice...................................................................................$269.00
06!25/08 John Klingler, CPA, Income Tax Return..............................................................$540.00
06/25/08 Register of Wills, Short Certificates.........................................................................$8.00
11/24/08 Cumberland Geoscience Consultants, Preliminary Subdivision.......................$9,459.36
04/13/09 John Klingler, CPA, Income Tax Returns............................................................$325.00
04/27/09 Duffield Associates, Engineering/Plans ............................................................$4,500.00
07/03/09 Duffield Associates, Engineering/Plans ............................................................$3,800.00
08/13/09 House Repairs.......................................................................................................$3?3.00
11/11/09 Duffield Associates, Engineering/Plans ............................................................$2,000.00
03/10/10 Duffield Associates, Engineering/Plans ............................................................$2,000.00
03/26/10 Martson Law Offices, Subdivision.......................................................................$990.00
08/04/10 Duffield Associates, Engineering/Plans ............................................................$2,000.00
09/23/10 Duffield Associates, Engineering/Plans ............................................................$6,000.00
11/25/10 Martson Law Offices, Subdivision....................................................................$1,166.00
12/12/10 Martson Law Offices, Subdivision....................................................................$2,214.00
03/24/11 Martson Law Offices, Subdivision....................................................................$1,212.00
OS/10/11 Duffield Associates, Engineering/Plans ............................................................$3,491.51
08/25/11 Janice Pace, Property Clean Up............................................................................$458.00
11/28/11 Janice Pace, Property Clean Up.........................................................................$2,000.00
O1/08/12 Jonathan Rudolph, Property Clean Up ..............................................................$1,000.00
OS/22/12 Brehm-Lebo Engineering, Inc., Preliminary Subdivision..................................$2,713.00
07/25/12 Brehm-Lebo Engineering, Inc., Subdivision Fees................................................$846.00
08/O1/12 Brehm-Lebo Engineering, Inc., Preliminary Subdivision..................................$1,196.00
03/19/13 Closing Costs on Sale of 331 East Old York Road& 323 Old York Road ....$12,054.35
03/19/13 Credit for House Maintenance to Jonathan Rudolph.........................................$1,500.00
03/21/13 Century 21 A Better Way, Opinion of Value........................................................$175.00
03/21/13 Irwin&McKnight, P.C., Reimbursement............................................................$585.00
04/OS/13 Brehm-Lebo Engineering, Inc., Final Subidivision.........................................$39,500.00
04/11/13 Martson Law Offices, Attorney Fee ..................................................................$1,023.19
04/11/13 Edwin R. Otto, Partial Executor Commission...................................................$8,500.00
04/11/13 Edwin R. Otto, Reimbursement.........................................................................$2,480.00
04/11/13 Patrick K. Myers, Partial Executor Commission...............................................$8,500.00
04/11/13 Irwin&McKnight, P.C., Partial Attorney Fee................................................$10,000.00
04/11/13 Janice Pace, Property Sale Finders Fee............................................................$10,000.00
06/24/13 Register of Wills, Filing Fee...................................................................................$30.00
06/24/13 Register of Wills, Agent, Inheritance Tax.......................................................$45,992.27
07/O1/13 Register of Wills, Additional Probate Fee............................................................$250.00
08/29/13 Irwin&McKnight, P.C., Attorney Fee..............................................................$5,000.00
4
08/29/13 Frey&Tiley, Final Attorney Fee.......................................................................$5,000.00
09/26/13 Register of Wills, Agent, Inheritance Tax.........................................................$7,355.36
10/09/13 Edwin R. Otto, Partial Executor Commission...................................................$4,250.00
10/09/13 Patrick K. Myers, Partial Executor Commission...............................................$4,250.00
10/09/13 Irwin&McKnight, P.C., Partial Attorney Fee..................................................$5,000.00
O1/31/14 Patricia A. Rosendale, CPA, 1099 Preparation......................................................$30.00
06/11/14 Patricia A. Rosendale, CPA, Fiduciary Tax Return .............................................$375.00
09/30/14 Register of Wills, Filing Fee—First and Final Account.......................................$365.00
Subtotal: ................................................................................................................................$221,353.04
Distributions to Beneficiaries:
04/11/13 Janice K. Pace....................................................................................................$2,500.00
04/11/13 Greg L. Pace ......................................................................................................$2,500.00
04/11/13 Kevin Ray Otto................................................................................................$10,000.00
04/11/13 Shannon Theressa Otto....................................................................................$10,000.Q0
04/11/13 Leah Kathleen Pace .........................................................................................$10,000.00
331 East Old York Road, South—37 Acres—Subject to Payment of Transfer T�es,
Subdivision Costs, Real Estate Taxes and Expenses.....................................................$85,000.00
Subtotal: ................................................................................................................................$120,000.00
Reserves:
Transfer Tax to Convey 37 Acres......................................................................................$1,700.00
Randy L. Cramer, Lawn Care............................................................................................$9,701.00
Randy L. Cramer, Property Clean Up................................................................................$1,640.00
Irwin& McKnight, P.C., Final Attorney Fee...................................................................$10,300.00
Edwin R. Otto, Final Executor Commission.....................................................................$4,250.00
Patrick K. Myers, Final Executor Commission.................................................................$4,250.00
Subtotal: ..................................................................................................................................$31,841.00
TOTAL DISBURSEMENTS OF PRINCIPAL.............................................$454,130.20
RECAPITULATION
TOTAL RECEIPTS OF PRINCIPAL & INCOME.................................................$484,623.52
TOTAL DISBURSEMENTS OF PRINCIPAL & INCOME ................................-$454,130.20
BALANCE FOR FINAL DISTRIBUTION.....................................................$30,493.32
5
FINAL DISTRIBUTION
EdwinR. Otto..................................................................................................................$15,246.66
June K. �tto Trust Under Will FBO Philip C. Pace..........................................................$7,62333
(Subject to reduction for advance distributions for the trust)
June K. Otto Trust Under Will FBO Leah K. Pardoe........................................................$7,623.33
(Subject to reduction for advance distributions for the trust)
ENDING BALANCE $-p_
6
STATE OF �j'�nSf�/'(/Ql7/� :
v : ss
COUNTY OF ��(,���;�j Lc�;�� :
Edwin R. Otto, Co-Executor for the Estate of June K. Otto, deceased, hereby dec[ares
under oath [under penalty of perjury] that he has fully and faithfully discharged the duties of his
office; that the foregoing First and Finai Account is true and correct and fu11y discloses all
significant transactions occurring during the accounting period; that all known claims against the
estate have been paid in full; that, to his knowledge, there are no claims now outstanding against
� the Esta.te; and that all taxes presently due from the estate have been paid.
Edwin R. Otto, Co-Executor
Sworn and subs�ribed
before me this ��
X�`�
�
day o 014.
�,,
C �
I'�l�otary Pubtic
M�yQIVWEAL DE�NN_SY�yANIA
Nof�laF Seal
ICaren S.Noel.Notary Public
CO�Cumbehena Countyy
M � �8,7015
n OF N TARIES
STATE OF PENNSYLVANIA :
: ss
COUNTY OF CUMBERLAND :
Patrick K. Myers, Co-Executor for the Estate of June K. Otto, deceased, hereby declares
under oath [under penalty of perjury] that he has fully and faithfully dischazged the duties of his
office; that the foregoing First and Final Account is true and conect and fully discloses all
significant transactions occurring during the accounting period; that all known claims against the
estate have been paid in full; that, to his knowledge, there are no claims now outstanding against
the Estate; and that all taxes presently due from the estate have been paid.
:�'"
,�
,
, -,
Patrick K. Myers, Co-Executor
Sworn and subscribe�i
before me,t,his,
�
- ;
day of , 2014. coMMOr�w�u.n�oF�snva�r�,
Notar�lseal
Karen S.Noel,No�y pubHc
j' Cdrllsie BcNG,Curtlb@P1lIfIQ CpU11ty
` MY Comml�lon dYG 8 20�$
�-''',- '•,FneFrz.rEn _
� Notary Public