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DECEDENT'S ESTATE
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ESTATE OF Thomas O. Hendry , DECEASED -� - -•-i
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No. 21 - 12 -00538 �-'� 'T�
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.
INCLUDE ATTACHMENTS AT THE BACK OF TH/S FORM.
Name of Counsel: Debra K Wallet
Supreme Court I.D. No.: 23989
Name of Law Firm: Law Offices of Debra K.Wallet
Address: 24 North 32nd Street
Camp Hill, PA 17011
Telephone: 7171737-1300
Fax: 717/761-5319
E-mail: walletdeb@aol.com
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Estate of Thomas O. Hendry , Deceased
1. Name(s) and address(es) of Petitioner(s):
Name: Sandra LeAnna H. Bowman
Add,�ss 3 Northfield Way
Mechanicsburg, PA 17050
Identify any executors or administrators who have not joined in the Petition for
Adjudication and Statement of Proposed Distribution and Account and state reason:
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 4/28/2012
OX Letters Testamentary or ❑ Letters of Administration were granted to Petitioner(s) on
5/8/2012
Date of Will (if applicable): 12129I2009
Date(s) of Codicil(s) (if applicable): 9/1412010
Date of probate (if different from date Letters granted):
Was a bond required? � Yes � rvo If yes, state amount:
Are proofs of advertising of the grant of Letters attached? .......................................... Q Yes � No
Dates of advertising of the grant of Letters:
5/3012014 5/31/2014 6/6/2014 6/7/2014 6/13/2014 6/14/2014
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Estate of Thomas O. Hendry , Deceased
3. Was decedent survived by a spouse?........................................................................ � Yes Q No
If yes, name of the surviving spouse:
4. Has the surviving spouse filed to take an elective share?......................................... � Yes 0 No
(See Section 2201 et se . of the Probate, Estates and Fiduciaries Code)
If yes, date of election:
5. In the case of an intestacy, state the names of the decedent's surviving children or
surviving issue of deceased children (if none, so state):
6. Did the decedent marry after execution of Will or Codicil(s)?............................................... � Yes � rvo
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? ..................................................................................... Q Yes � rvo
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Estate of Thomas O. Hendry , 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 Add2ss of Each Part in Inte2st Relationship and Comments,i/any Interest
See attached schedule
_
___ .__
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Beneficiaries or Heirs
(continuation of Question#9A)
Estate of Thomas O. Hendry , Deceased
Name and Address of Each Party in Interesf Relationship and Comments,if any Interest
Peter Goodrich Grandson Tools
2534 W.Walnut Street
Colmar, PA 17815
Linda Lee Myers Daughter Residuary Estate
1002 Baythorne Drive
Mechanicsburg, PA 17050
C. Grainger Bowman, Esq. Son-in-Law Real property and
3 Northfield Way furniture contained
Mechanicsburg, PA 17050 therein at 34 Linda
Drive, Mechanicsburg
Sandra LeAnna H. Bowman Daughter Hammond Organ,
3 Northfield Way Metropolitan Life
Mechanicsburg, PA 17050 stock, and r�al
property and furniture
contained therein at 34
Linda Drive,
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Estate of Thomas O. Hendry , Deceased
Name and Add2ss ol Each Party in Inte2st Relationship and Comments,i(any 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.
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
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Estate of Thomas O. Hendry , Deceased
10. Other than the claim for the family exemption, list the names of all known ciaimants and
the amount of their claims and state whether each claim is admitted.
Name and Adtlress oI Each Claimant Amount o!Claim Claim Will Claim
Admitted? Be Paid in
Full?
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Above
Attachment
Total
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?........................................................................................... � ves 0 No
Family exemption claimant's name and relationship:
Name: Re/ationship:
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Estate of Thomas O. Hendry , 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
07/07/2012 771.98
07/2512012 10,000.00
01I2712013 915.60
13. On the date of death, was the decedent a fiduciary
(personal representative, trustee, guardian, agent under power
of attorney) or surety on the bond of a fiduciary?................................................................. � Yes 0 No
If yes, provide the name of the estate, indicate whether an account has been filed and
confirmed absolutely and all awards pertormed, 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:
None: residuary heir refuses to sign Approval of Account,Waiver, Reciept, Release and
Agreement of Indemnity.
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.
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Estate of Thomas O. Hendry , Deceased
16. Had the decedent been adjudicated an incapacitated person?............................................ � Yes 0 No
If yes, attach a copy of the Order if available; otherwise state Court, term, number,
date, and name of Hearing Judge.
17. A. List or attach a separate list of additional receipts and disbursements since the closing
date of the Account.
Date Descnption Amount
NIA
B. Has notice of the additional receipts and disbursements been
given to the parties identified in Paragraph 9 above?.................................................... � Yes 0 rvo
18. If a reserve is requested, state amount and purpose.
Amo��t: 4�481.03
PU�°Se: Debra K.Wallet, Esq. attorney fees -$2,500.00
Attorney photocopies, postage, mileage, advertising costs-$231.82
Deed transfer, probate,final acct.filing fees -$799.50
Tri State Movers and funeral luncheon bills paid by Executrix-$949.71
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
partiesin interest?.................................................................................................. 0 Yes � No
If so, attach a copy of the notice. - Account sent to residuary heir on 04/30/2014.
19. Is the Court being asked to direct
the filing of a Schedule of Distribution?................................................................................ � Yes � No
As to real estate only?.......................................................................................................... � Yes � No
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Estate of Thomas O. Hendry , 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 Distnbutee(s) Amount Proportion
See attached schedule
B. Principal:
- Proposed Distnbutee(s) Amount Proportion
See attached schedule
Submitted By:
(All petitioners must sign.
Add additional lines if necessary):
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Name of Petiti� e � Sandra LeAnna H. Bowman
Name of Petitioner:
Name of Petitioner:
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Proposed Distributions of Principal
(continuation of Page 9)
Estate of Thomas O. Henciry , Deceased
TO: Sandra LeAnna H, Bowman Hammond Organ; $ 500.00
3 Northfield Way MetLife stock; 3,631.00
Mechanicsburg, PA 17050 Furniture at 34 664.58
Linda Drive
C. Grainger Bowman, Esq. Furniture at 34 664.59
3 Northfield Way Linda Drive
Mechanicsburg, PA 17050
Sandra LeAnna H. Bowman & 34 Linda Drive 228,?_00.00
C. Grainger 6owman, Esq. Mechanicsburg, PA
3 Northfield Way
Mechanicsburg, PA 17050
Linda Lee Myers
1002 Baythorne Drive
Mechanicsburg, PA 17050 Residuary Estaie 0.00
1"QTAE.. PRUPOS�I� RISTRIBLi�lO!� TO �3��lE�(GIGRd�=S: Y 23�,68�.'�7
Page 9
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Estate of Thomas O. Hendry , Deceased
Verification of Petitioner
(Verification must be by at least one petitioner.)
The undersigned hereby verifies * [th8t ne/sne is ar�e
of the above-named name o�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).
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Signature titioner Sandra LeAnna H. Bowman
Signature of Petitioner
Signature of Petitioner
*Corporate petitioners must comp/ete 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.
h1�t��i�,'K. h�w�t�!""
Signature of Counsel for Petitioner
Debra K Wallet
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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
3ournal, a iegal periudical 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:
May 30, June 6, and June 13, 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.
' � . ,Y
�L.v t,�-� .
isa Marie Coyne, E itor
�
SWORN TO AND SUBSCRIBED before me this
13 day of June, 2014
�'
Notary
Hendry, Thomas O., dec'd.
Late of Cumberland County. �p,�p�pPJ1NEALTH Of PENPJSYLVANiA
Executrix: Sandra LeAnna H. NOTARIAL�EAL
Bowman. DEBORAH A COLLINS
Attorney: Debra K. Wallet, Es- Hotary Public
quire, 24 North 32nd Street, CARLISLE 90R0.,CUMBERLAND CNTY
Camp Hill, PA 17011. {�y Commission Expires Apr 28,2016
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):
May 31, 2014 and Tune 7, 2014 and Tune 14, 2014.
COPY OF NOTICE OF PUBLICATION
NOTICE ;
NOTICE IS HEREBY GNEN that Letters Testamentary have been granted in
the following estate:All persons indebted to tlie estate arerequired to rpake
payment,and those having claims or demands to present the same without Affiant further deposes that he/she is not
delay to the Executrix or her attomey.
interested in the subject matter of the
ESTATE OF THOMAS O.HENDRY,late of Cumberland County,
Pennsylvania,died April 28,2012.Sandra LeAnna H.Bowman,exe��t��X. aforesaid notice or advertisement, and that
Attorney:Debra K.Wallet,Esquire,24 North 32nd Street,Camp Hill,
Pennsylvania 17017. all 1ll2g1t10riS 1Tl t�12 fOTegOlIlg St1t2TTleTlt dS
to time, place and character of publication
are true. -
r���' � ��-�_,__
Sworn to and subscribed before me this
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BEFORE THE REGISTER OF WILLS,
CUMBERLAND COUNTY, PENNSYLVANIA
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No. 2012-00538 � � �� rn
FIRST AND FINAL ACCOUNT OF -'_ � c., �;r' ca
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Sandra Leanna H. Bowman, Executrix ;�, �� r., --t ;,ry -�-�
For �... . -- ,_._, �-_; r_,
ESTATE OF THOMAS O. HENDRY, Deceased � �r � "� �,��
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Date of Death: April 28, 2012 �._,, - � <:>
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Date of Executrix's Appointment: May 8, 2012 � `"' �T
Date of Last Advertisement: June 14, 2014
Accounting for the Period: May 8, 2012 to October 17, 2014
PURPOSE OF ACCOUNT: Sandra Leanna H. Bowman, Executrix, offers this Account to
acquaint interested parties with the transactions that have occurred during her administration.
The Account also indicates the proposed distribution of the Estate.
It is important that the Account be carefully examined. Requests for additional
information or questions or objections can be discussed with:
Debra K. Wallet, Esquire
24 N. 32nd Street
Camp Hill, PA 17011
I.D. #23989
(717) 737-1300
SUMMARY OF ACCOUNT
Fiduciary
Current Acquisition
Pape Value Value
Proposed Distribution
to Beneficiaries 9 $ 233,660.17
PRINCIPAL
Receipts 2-3 $ 272,774.73
Net Loss on Sales or Other
Dispositions
Less Disbursements
Debts of Decedent 4 $ 5,104.44
Funeral Expenses 4 6,018.44
Administration Expenses 4-5 10,895.20
Federal and State Taxes 6 13,496.51
Fees and Commissions 6 3,500.00 $ 39,014.59
Principal Balance on Hand $ 233,760.14
INCOME
Receipts 7 $ 0.03
Income Balance on Hand 0.03
Balance Before Distributions $ 233,760.17
Distributions to Beneficiaries 8 100.00
Combined Balance on Hand $ 233,660.17
Page 1
RECEIPTS OF PRINCIPAL
Assets Listed in Inventory:
(Value as of Date of Death)
Tanqible Personal Proqertv:
Hammond Organ $ 500.00
Wedding ring & misc. personal effects 75.00
Dishware, kitchenware, glass serving 200.00
ware, flatware, silver plate utensils
Books 20.00
Tools 100.00
Cemetery burial space in St. John's
Cemetery&cemetery lot in Monroe, LA 250.00
Furniture in residence and at
Cumberland Crossings 3,000.00 $ 4,145.00
Stocks:
MetLife Insurance Stock $ 3,631.00 $ 3,631.00
Realtv:
34 Linda Drive
Mechanicsburg, PA $ 228,200.00 $ 228,200.00
Refunds:
Cumberland Crossing refund $ 210.69 $ 210.69
TOTAL ASSETS LISTED IN INVENTORY: $ 236,186.69
Page 2
Receipts Subsequent to Inventory
(Valued When Received)
Social Security $ 1,363.00
Federal Pension 139.61 $ 1,502.61
Cash transfers from Sandra 6/20/12 $ 8,000.00
Bowman's personal account 7/25/12 11,300.00
to pay Estate Expenses 8/24/12 700.00
9/24/12 900.00
11/1/12 900.00
1/5/13 375.00
1/9/13 1,100.00
1/25/13 916.00
3/2/13 450.00
3/7/13 750.00
4/16/13 1,100.00
5/24/13 500.00 �
6/17/13 880.00
8/5/13 500.00
8/22/13 2,200.00
9/27/13 800.00
12/17/13 938.00
1/2/14 650.00
1/29/14 600.00
� 2/19/14 500.00
10/16/14 213.82 $ 34,272.82
Inheritance Tax Refund $ 812.61 $ 812.61
TOTAL RECEIPTS OF PRINCIPAL: $ 272,774.73
Page 3
DISBURSEMENTS OF PRINCIPAL
Debts of Decedent: Date:
Continuing Care RX (medications) 7/9/12 $ 126.84
7/25/12 291.12
Hanger, Inc. (cervical collar from 6/29/12 16.69
emergency room visit)
Dept. of Veterans Affairs (medications) 6/29/12 15.00
Verizon 6/29/12 130.26
7/27/12 130.00
8/26/12 4.48
Buchanan and Erb (air conditioning 7/25/12 75.00
repair) 10/11/12 145.00
Buchanan and Erb (oil) 10/11/12 14.58
1/9/13 533.45
3/8/13 145.00
Penn Waste 6/22/12 44.35
10/11/12 38.20
Reimbursement-Social Security 5/16/12 1,363.00
Reimbursement- Federal Pension 5/16/12 139.61
Debra Wiest Bashore School Taxes 8/24/12 1,891.86 $ 5,104.44
Funeral Expenses:
Malpezzi Funeral Home 6/29/12 $ 5,479.85
Expenses after graveside services for food 538.59 $ 6,018.44
Administration Exqenses:
Probate Fees 1/25/13 $ 30.00
394.50
Attorney's postage, copies, mileage, etc. 30.00
Tri-State Movers (furniture move out of 411.12
Cumberland Crossings)
Robert C. Grove Ins. Agency 8/11/12 231.92
(homeowners insurance) 9/11/12 228.25
10/11/12 228.25
11/12/12 228.24
PP&L 6/22/12 70.36
7/27/12 116.70
8/24/12 129.60
9/22/12 62.30
10/23/12 45.02
11/24/12 42.31
12/26/12 64.43
1/16/13 91.42
2/27/13 75.88
Page 4
3/25/13 68.44
4/30/13 60.88
5/28/13 42.40
6/23/13 49.93
7/24/13 53.56
8/22/13 62.43
9/24/13 67.52
10/28/13 54.87
11/26/13 45.45
12/30/13 45.70
1/24/14 87.62
Verizon 8/26/12 130.00
10/3/12 134.48
11/1/12 134.73
12/3/12 134.73
1/2/13 134.73
3/4/13 269.06
4/1/13 134.53
5/14/13 134.45
5/28/13 134.45
7/2/13 134.45
8/5/13 134.42
9/3/13 134.40
9/30/13 134.40
11/3/13 134.43
12/2/13 134.46
1/2/14 134.46
2/7/14 134.60
Penn Waste 1/9/13 38.20
3/25/13 38.20
7/24/13 38.20
9/24/13 38.20
1/24/14 48.14
Tuscarora Wayne Insurance (house & 1/9/13 1,074.20
liability) 6/17/13 879.80
12/21/13 732.20
Buchanan & Erb 3/8/13 420.36
5/22/13 120.00
5/22/13 288.22
9/22/13 13.51
1/2/14 493.32
James D. Frye (for blacktop seal) 9/28/13 515.00
Bank service charge for too low balance 9/20/12 14.95
Cumberland Law Journal 5/16/14 75.00
(advertisement of grant of letters)
The Sentinel 6/20/14 126.82
(advertisement of grant of letters)
Reserve for Recording of Deed 80.00
Reserve for Filing of Formal Account 325.00 $ 10,895.20
Page 5
Federal and State Taxes:
PA Inheritance Tax 7/25/12 $ 10,000.00
1/25/13 915.60
Debra Wiest Bashore, taxes 4/17/13 688.46
8/26/13 1,892.45 $ 13,496.51
Fees and Commissions:
Debra K. Wallet, Esq.--Attorney Fees 6/29/12 $ 1,000.00
2,500.00 $ 3,500.00
Page 6
RECEIPTS OF INCOME
Interest:
Estate checking account-7/26/12 -4/15/14 $ 0.03
TOTAL RECEIPTS OF INCOME: $ 0.03
Page 7
DISTRIBUTION TO BENEFICIARIEES
TO: Peter Goodrich
2534 W. Walnut Street
Colmar, PA 17815 4/28/13 Tools $ 100.00
TOTAL DISTRIBUTION TO BENEFICIARIES: $ 100.00
Page 8
PROPOSED DISTRIBUTION TO BENEFICIARIES
TO: Sandra LeAnna H. Bowman Hammond Organ; $ 500.00
3 Northfield Way MetLife stock; 3,631.00
Mechanicsburg, PA 17050 Furniture at 34 664.58
Linda Drive
C. Grainger Bowman, Esq. Furniture at 34 664.59
3 Northfield Way Linda Drive
Mechanicsburg, PA 17050
Sandra LeAnna H. Bowman & 34 Linda Drive 228,200.00
C. Grainger Bowman, Esq. Mechanicsburg, PA
3 Northfield Way
Mechanicsburg, PA 17050
Linda Lee Myers
1002 Baythorne Drive
Mechanicsburg, PA 17050 Residuary Estate 0.00
TOTAL PROPOSED DISTRIBUTION TO BENEFICIARIES: $ 233,660.17
Page 9
IN RE: THOMAS O. HENDRY : IN THE COURT OF COMMON PLEAS
: CUMBERLAND COUNTY, PENNSYLVANIA
LATE OF MECHANICSBURG, :
PENNSYLVANIA :
: ORPHANS' COURT DIVISION
DECEASED : �#2012-00538
VERIFICATION
SANDRA LeANNA H. BOWMAN, EXECUTRIX FOR THE ESTATE OF THOMAS
O. HENDRY, DECEASED, hereby declares 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 have been paid in full; that, to her knowledge, there
are no claims now outstanding against the Estate; and 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
unsworn falsification to authorities.
Date: ����� �7> c���� �I�� , �� ��.
� SANDRA ANNA H. BOWMA , EXECU RIX