HomeMy WebLinkAbout10-20-14 S)A51(=9n.44
DECEDENT'S ESTATE
COURT OF COMMON PLEAS OF
CUMBERLAND COUNTY, PENNSYLVANIA
ORPHAN'S COURT DIVISION
ESTATE OF RUBY E. BRIGGS, DECEASED
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No. 21-13-0777 r n
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PETITION FOR ADJUDICATION/ 1
STATEMENT OF PROPOSED DISTRIBUTION r-
PURSUANT TO Pa.O.C. Rule 6.9 C c
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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 THIS FORM
Name of Counsel: Stephen D. Tiley
Supreme Court I.D. No.: 32318
Name of Law Firm, Frey and Tiley
Address: 5 South Hanover Street, Carlisle, PA 17013_
Telephone: 717-243-5838
Fax: 717-243-6441
Form OC-01 rev. 10.13.06 Page 1 of 8
Estate of Ruby E. Briggs, Deceased
1. Name(s) and address(es) of Petitioner(s):
Name: Ernest C. Wilson
Address: 2458 Victoria Way, Coplay,PA 18037
Identify any executors or administrators who have not joined in the Petition for
Adjudication and Statement of Proposed Distribution and state reason:
N/A
Is this the first accounting by this fiduciary................................ X Yes No
If not, identify-prior accountings, the accounting periods covered, and the date of
Adjudication of the prior accounting. N/A
2. Decedent died on June 20, 2013
X Letters Testamentary or Letters of Administration were granted to
Petitioner(s) on July 16, 2013
Date of Will (if applicable):_December 4, 2002
Date(s) of Codicil(s) (if applicable): N/A
Date of probate (if different from date Letters granted): N/A
Was a bond required? Yes X No If yes, state amount
Are proofs of advertising of the grant of Letters attached?.......... X Yes No
Dates of advertising of the grant of Letters:_Cumberland Law Journal: August 9, 16 &
23, 2013. The Sentinel: August 7, 14& 21, 2013
3. Was decedent survived by-a spouse?.................................. Yes X No
If yes, name of the surviving spouse N/A
4. Has the surviving spouse filed to take an elective share?..... Yes No
(See Section 2201 et seq.of the Probate Estates and Fiduciaries Code)
Form OC-01 rev. 10.13.06 Page 2 of 8
Estate of Ruby E. Briggs, Deceased
If yes, date of election: N/A
5. In the case of 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 X No
Were any children born to decedent after execution of
Will of Codicil(s)?..................................................................... Yes X No
If yes, give names and dates of birth:
Name: Date of Birth:
N/A
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?................................... X Yes No
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. (Listed at item 9)
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
Form OC-01 rev. 10.13.06 Page 3 of 8
Estate of Ruby E. Briggs, Deceased
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 Addres of Each Party in Interest Relationship and Comments,if any Interest
SEE EXHIBIT "A" ATTACHED
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. D.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
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
Yes_ _Yes
N/A (None other than Beneficiaries)
No No
Form OC-01 rev. 10.13.06 Page 4 of 8
Estate of Ruby E. Briggs, Deceased
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 X No
Was family exemption allowed?..............N/A............... Yes No
Family exemption claimant's name and relationship:
Name: N/A Relationship:
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
Probate Estate:
September 17, 2013 $10,000.00 N/A
Refund Pending ($1,734.90) N/A
Non-Probate Estate:
September 17, 2013 $50,196.66 N/A
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 X 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.
N/A
14. A. Describe in detail any questions requiring adjudication and state the position of
the Petitioner(s) as to each question:
N/A
Form OC-01 rev. 10.13.06 Page 5 of 8
Estate of Ruby E. Briggs, Deceased
B. Has notice of the question requiring adjudication been given
to the parties identified in Paragraph 9 above?.......N/A..... 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.
N/A
16. Had the decedent been adjudicated an
incapacitated person?........................................................... Yes X No
If yes, attach a copy of the Order if available; otherwise state the Court,
term, number, date, and name of Hearing Judge.
N/A
17. A. List or attach a separate list of additional receipts and disbursement 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
N/A
18. If a reserve is requested, state amount and purpose.
Amount: 44.79
Purpose: 2014 Pennsylvania Fiduciary Income Tax
Amount: $9,500.00
Purpose: Attorney's Fees to Frey & Tiley
Amount:_$9,500.00
Purpose: Executor's Fee to Ernest C. Wilson
If a reserve is requested for counsel fees, has notice of the
amount of fees to be paid from the reserve been
Form OC-01 rev. 10.13.06 Page 6 of 8
Estate of Ruby E. Briggs, Deceased
given to the parties in interest?............................... X Yes No
If so, attach a copy of the notice. Described in Account.
19. Is the Court being asked to direct
the filing of a Schedule of Distribution?............................. Yes X No
As to real estate only?....................................................... Yes X No
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 Distribution(s) Amount/Proportion
COMBINED INCOME AND PRINCIPAL SEE EXHIBIT "B"
B. Principal:
Proposed Distribution(s) Amount/Proportion
COMBINED INCOME AND PRINCIPAL, SEE EXHIBIT "B"
Submitted By:
(All Petitioners must sign,
Add additional lines if necessary):
"16,
Ernest C. Wilson, Executor
Form OC-01 rev. 10.13.06 Page 7 of 8
Estate of Ruby E. Briggs, Deceased
Verification of Petitioner
(Verification must be by at least one petitioner.)
The undersigned hereby verifies he is the Executor
of the above-named Estate of Ruby E. Briggs 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).
"i C. 4J4074,,�
Ernest C. Wilson, Executor
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.
Stephen D. Tiley, Esquire
Frey & Tiley
Counsel for Petitioner
5 South Hanover Street
Carlisle, PA 17013
(717) 243-5838
Supreme Court I.D.#32318
Form OC-01 rev. 10.13.06 Page 8 of 8
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:
August 9, Aujllst 16 and August 23, 2013
Affiant further deposes that he is authorized to verify this statement by the Cumberland
Law Journal, a legal periodical of general circulation, and that he is not interested in the subject
matter of the aforesaid notice or advertisement, and that all allegations in the foregoing
statements as to time, place and character of publication are true.
L' a Marie Coyne, Ed' or
SWORN TO AND SUBSCRIBED before me this
23 day of August, 2013
Notary
Briggs,Ruby E.,deed.
Late of Carlisle Borough.
Executor: Ernest C. Wilson c/o
Stephen D.Tiley,Esquire,5 South ... --®
Hanover Street, Carlisle, PA NOTARIAL SEAL
17013. DEBORAH A COLLINS
Attorneys: Frey and Tiley. Notary Public
[CARLISLE BOROUGH,CUMBERLAND COUNTY
My Commission Expires Apr 28,2014
PROOF OF PUBLICATION
State of Pennsylvania,County of Cumberland
Jackie Cox,Director of Sales,of The Sentinel,of the County and State aforesaid,being
duly sworn,deposes and says that THE SENTINEL,a newspaper of general circulation
in the Borough of Carlisle,County and State aforesaid,was established December 13th,
1881,since which date THE SENTINEL has been regularly issued in said County,and
that the printed notice or publication attached hereto is exactly the same as was printed
and published in the regular editions and issues of
THE SENTINEL on the following day(s):
August 7,14,21,2013
COPY OF NOTICE OF PUBLICATION
i
EXECUTORS NOTICE Affiant further deposes that he/she is not
Letters Testamentary in the Estate of RUBY E.BRIGGS,late of Carlisle l
Borough,Cumberland County,Pennsylvania,deceased,have been interested in the subject matter of the
granted to the undersigned,
aforesaid notice or advertisement,and that
All persons knowing themselves to be indebted to said Estate will make
payment immediately,and those having claims will present them for + all allegations in the foregoing statement as
settlement to:
EmestC.Wilson,Executorto time,place and character of publication
c/o Stephen D.Tiley; ar e'
5 South Hanover Street i
Carlisle,Pennsylvania 17013
Frey and Tiley
Attomeys .
Sworn to and subscribed before me this
2
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rl
Nota6j Public
My commission expires:
C0MM0NWEALfi1 6P RENNSYLVANI
Notarial Seal
Bethany M.HOltry,Notary Public
Carlisle BOro,Cumberland County
MY Commission Expires Sept.26,2015
MEMBER,PENNSYLVANIA ASSOCIATION OF NOTARIES
EXHIBIT "A"
BENEFICIARIES
ESTATE OF: FILE NUMBER:
RUBY E. BRIGGS 21-13-00777
Share of
Residuary of
Probate Estate
1) The Alliance Home of Carlisle, PA,Inc. 10%
t/d/b/a Chapel Pointe at Carlisle
770 South Hanover Street
Carlisle, PA 17013
2) The Grand Old Gospel Fellowship/Sam Hart Ministries 10%
c/o GOGF Ministries
Dr. Tony Hart, President
160 East Main Street
Lansdale, PA 19446
3) The American Indian Hour 10%
c/o The American Indian Liberation Crusade
4009 Halldale Avenue
Los Angeles, CA 90062-1851
4) The Great Commission Fund 10%
of the Christian and Missionary Alliance
c/o The Orchard Foundation
8595 Explorer Drive
Colorado Springs, CO 80920
5) The Salvation Army of Hempstead, New York 10%
c/o Eastern Territorial Headquarters
Legal Department
440 West Nyack Road
P.O. Box C-635
West Nyack, NY 10094-1739
6) AMG International 10%
6815 Shallowford Road
Chattanooga,TN 37421
Exhibit "A" to Petition for Adjudication - Estate of Ruby E.Briggs Page I
7) Dolores McLaurin (niece) 10%
69 Mainbridge Lane
Willingboro, NJ 08046
8) Ernest C. Wilson(nephew) 10%
2458 Victoria Way
Coplay, PA 18037
9) Joan DeSilva(niece) 10%
416 Barbara Lane
West Hempstead, NY 11552
10) Ruby A. Briggs (cousin-in-law) 10%
(Note: Ruby A. Briggs per Will)
Apartment 176-11
134th Avenue
Jamaca, NY 11434
100%
Exhibit "A" to Petition for Adjudication - Estate of Ruby E.Briggs Page 2
EXHIBIT "B"
BENEFICIARIES
ESTATE OF: FILE NUMBER:
RUBY E. BRIGGS 21-13=00777
Share of
Residuary of
Probate Estate
1) The Alliance Home of Carlisle, PA, Inc. $19,509.38
t/d/b/a Chapel Pointe at Carlisle
770 South Hanover Street
Carlisle, PA 17013
2) The Grand Old Gospel Fellowship/Sam Hart Ministries $19,509.38
c/o GOGF Ministries
Dr. Tony Hart, President
160 East Main Street
Lansdale, PA 19446
3) The American Indian Hour $19,509.39
c/o The American Indian Liberation Crusade
4009 Halldale Avenue
Los Angeles, CA 90062-1851
4) The Great Commission Fund $19,509.39
of the Christian and Missionary Alliance
c/o The Orchard Foundation
8595 Explorer Drive
Colorado Springs, CO 80920
5) The Salvation Army of Hempstead, New York $19,509.39
c/o Eastern Territorial Headquarters
Legal Department
440 West Nyack Road
P.O. Box C-635
West Nyack, NY 10094-1739
6) AMG International $19,509.39
6815 Shallowford Road
Chattanooga,TN 37421
Exhibit "B" to Petition for Adjudication - Estate of Ruby E.Briggs Page 1
7) Dolores McLaurin (niece) $17,443.11
69 Mainbridge Lane
Willingboro, NJ 08046
8) Ernest C. Wilson (nephew) $17,443.11
2458 Victoria Way
Coplay, PA 18037
9) Joan DeSilva(niece) $17,443.12
416 Barbara Lane
West Hempstead, NY 11552
10) Ruby A. Briggs (cousin-in-law) $17,443.12
(Note: Ruby A. Briggs per Will)
Apartment 176-11
134th Avenue
Jamaca, NY 11434
$186,828.78
Exhibit "B" to Petition for Adjudication - Estate.of Ruby E.Briggs Page 2
215, Oq.44
FIRST AND FINAL ACCOUNT OF ERNEST C. WILSON
EXECUTOR OF THE LAST WILL AND TESTAMENT OF
RUBY E. BRIGGS, LATE OF 770 SOUTH HANOVER STREET, CARLISLE,
CUMBERLAND COUNTY, PENNSYLVANIA, DECEASED
DATE OF DEATH: LETTERS TESTAMENTARY ADVERTISED:
6/20/13 CUMBERLAND LAW JOURNAL
Aug. 9, 16 & 23, 2013
FILE NO.:
THE SENTINEL
21-13-0777 Aug. 7, 14 & 21, 2013
PRINCIPAL RECEIVED - REALESTATE
Accountant charges himself with the following principal amounts received:
Date
2013
20-Jun None N/A
TOTAL PRINCIPAL RECEIVED - REAL ESTATE: 0.00
PRINCIPAL RECEIVED - PERSONAL PROPERTY
n rn
c� M C->
Accountant charges himself with the following principal amounts received: -�-i
rn :2 c�
Date r- ;x 17-1 o n
2013
, ot 4 -n
C-_ -_
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20-Jun PNC Bank ' � "'
CD No.: 31400364283
Accrued Interest to DOD
Note: In trust for Ernest C. Wilson. Not a Probate Asset.
1st& final account Ruby E. Briggs 10.10.14.xls Page 1
Checking Account No.: 5004083432 19,735.39
Accrued Interest to DOD 0.01
Savings Account No.: 5003963331 97,990.61
Accrued Interest to DOD 6.23
20-Jun PNC Investments
Sweep Acount 1,475.77
Accrued Interest to DOD 0.01
Annuity: Western National /American General Life
Number 5UE05520
Accrued Interest to DOD
Not a Probate Asset. Beneficiaries:
Ernest C. Wilson and Joan DeSilva
20-Jun Morgan Stanley Brokerage Account No. 574-258777-226
Money Market Fund 30,285.37
Accrued Interest to DOD 0.25
MS U.S. Government Securities Trust B
442.883 shares C $8.75 3,875.23
Accrued Dividend to DOD 6.50
Invesco S&P Index A
437.509 shares C $17.14 7,498.90
20-Jun MetLife Policy 607110351 PR
Life Insurance Policy 9,618.99
Not Inheritance Taxable
20-Jun 50.00 Shares MetLife Common Stock C 45.34 per share 2,267.00
28-Jun Teachers Retirement Payment 1,928.51
Paid to PNC Bank Checking Acct. No.: 5004083432
28-Jun Medicare Reimbursement- Contra Islip 629.40
Paid to PNC Bank Checking Acct. No.: 5004083432
1st&final account Ruby E. Briggs W.10.14.x1s Page 2
2-Jul Medical Reimbursement-The Empire Plan 34.92
Paid to PNC Bank Checking Acct. No.: 5004083432
15-Jul Medical Reimbursement-The Empire Plan 46.67
Paid to PNC Bank Checking Acct. No.: 5004083432
29-Jul Refund- Chapel Pointe 1,117.56
2014
13-Jan Transamerica Capital Management
Annuity No. SC000477324 34,297.18
Accrued Interest to DOD Incl.Above
Not Inheritance Taxable
Valued at Amount Received at Liquidation
See Also Income Section for Annuity Payments Received
27-Jun Refund - 2013 personal Federal Income Tax 1,875.00
TOTAL PRINCIPAL RECEIVED -PERSONAL PROPERTY: 212,689.50
INCOME RECEIVED
Accountant charges himself with the following income amounts received:
Date
2013
21-Jun . Payment from Transamerica Annuity 356.21
Paid to PNC Bank Checking Acct. No.: 5004083432
5-Jul Close PNC Investments Sweep Account 0.00
1st& final account Ruby E. Briggs 10.10.14.xls Page 3
16-Jul Close PNC Bank accounts:
Interst From DOD - Checking Acct. No.: 5004083432 (0.01)
Interst from DOD - Savings Acct. No.: 5003963331 0.21
29-Jul Payment from Transamerica Annuity 356.21
Deposit to Estate Checking Acct. No.: 5004439662
14-Aug Interest-Estate Checking Acct. No.: 5004439662 1.00
11-Sep Payment from Transamerica Annuity 356.21
Deposit to Estate Checking Acct. No.: 5004439662
16-Sep Interest-Estate Checking Acct. No.: 5004439662 1.12
1-Oct MetLife Dividend 13.75
1-Oct Payment from Transamerica Annuity 356.21
Deposit to Estate Checking Acct. No.: 5004439662
15-Oct Interest-Estate Checking Acct. No.: 5004439662 0.98
18-Oct Interest from DOD to Close- MetLife Insurance Policy 93.29
MetLife Policy 607110351 PR
14-Nov Interest-Estate Checking Acct. No.: 5004439662 1.00
13-Dec Interest-Estate Checking Acct. No.: 5004439662 0.98
26-Dec MetLife Dividend 13.75
2014
1st&final account Ruby E. Briggs 10.10.14.xls Page 4
15-Jan Interest-Estate Checking Acct. No.: 5004439662 1.12
14-Feb Interest- Estate Checking Acct. No.: 5004439662 1:29
24-Feb Gain (Loss) on sale of 50.00 shares MetLife Common Stock 193.09
12-Mar MetLife Dividend 13.75
14-Mar Interest- Estate Checking Acct. No.: 5004439662 1.22
14-Apr Interest- Estate Checking Acct. No.: 5004439662 1.36
14-May Interest-Estate Checking Acct. No.: 5004439662 1.31
14-May Gain on Liquidation of Morgan Stanley Accounts (Consolidated) 1,238.97
13-Jun Interest-Estate Checking Acct. No.: 5004439662 1.66
15-Jul Interest- Estate Checking Acct. No.: 5004439662 1.79
14-Aug Interest- Estate Checking Acct. No.: 5004439662 1.68
15-Sep, Interest- Estate Checking Acct. No.: 5004439662 1.79
TOTAL INCOME RECEIVED 3,009.94
1st&final account Ruby E. Briggs 10.10.14.xIs Page 5
DISBURSEMENTS
Accoutant claims credit for the following amounts paid:
Date
2013
28-Jun Partial Reimbursement -Teachers Retirement Payment 392.83
Reclaimed From PNC Bank Checking Acct. No.: 5004083432
16-Jul Frey &Tiley- Reimburse for Probate Fees 353.50
(Probate Fees paid to Register of Wills)
20-Sep Pinker &Associates (Medical bill) 42.89
20-Sep Alert Pharmacy Services,Inc. 15.72
20-Sep Carlisle Regional Medical Center 70.00
20-Sep Cumberland Law Journal -Advertising 75.00
(Reimburse Frey and Tiley)
20-Sep The Sentinel -Advertising 189.54
(Reimburse Frey and Tiley)
3-Oct Frey and Tiley - Reimburse for Short Certificates 15.00
(Fee for Short Certificates paid to Register of Wills)
3-Oct Frey &Tiley - Reimburse- Estimated PA Inheritance Tax 10,000.00
(Estimated Inh. Tax paid to Register of Wills,Agent)
30-Dec George Branscum, MD (Medical bill) 8.33
30-Dec Alpha Diagnostics, LLC (Medical bill) 35.07
2014
1st&final account Ruby E. Briggs 10.10.14.xls Page 6
14-Apr Pennsylvania Fiduciary Income Tax Form PA-41 5.00
14-Apr Pinker &Associates (Medical bill) 42.89
10-Oct Filing fee -First and Final Account-To Register of Wills 315.00
Pending Inheritance Tax Refund Due (1,734.90)
Pending Reserve for 2014 Pennsylvania Fiduciary Income Taxes 44.79
(Estimated for PA. No Federal Anticipated)
Pending Attorney's Fees - Frey and Tiley 9,500.00
Pending Executor's Fee - Ernest C. Wilson 9,500.00
TOTAL DISBURSEMENTS 28,870.66
RECAPITULATION
Total Principal Received -Real Estate 0.00
Total Principal Received -Personal Property 212,689.50
Total Income Received 3,009.94
Total Receipts 215,699.44
Less Total Disbursements 28,870.66
Balance for Distribution 186,828.78
1st& final account Ruby E. Briggs 10.10.14.xls Page 7
PROPOSED
SCHEDULE OF DISTRIBUTION
Balance for Distribution from Recapitulation: 186,828.78
Plus Inheritance Tax Paid: 10,000.00
Less Inheritance Tax Refund: (1,734.90)
Gross Amount for Distribution: 195,093.88
1) The Alliance Home of Carlisle, PA, Inc.
t/d/b/a Chapel Pointe at Carlisle
770 South Hanover Street
Carlisle, PA 17013
10% of Residuary Pursuant to Paragraph 3(A) of Will: 19,509.38
(10% of Gross Amount for Distribuion shown above.)
Inheritance Tax Due on Share- Exempt as Charitable Entity: N/A
Net Distribution: 19,509.38
2) The Grand Old Gospel Fellowship/Sam Hart Ministries
c/o GOGF Ministries
Dr. Tony Hart, President
160 East Main Street
Lansdale, PA 19446
10%of Residuary Pursuant to Paragraph 3(B) of Will: 19,509.38
(10% of Gross Amount for Distribuion shown above.)
Inheritance Tax Due on Share- Exempt as Charitable Entity: N/A
Net Distribution: 19,509.38
1st&final account Ruby E. Briggs 10.10.14.xls Page 8
3) The American Indian Hour
c/o The American Indian Liberation Crusade
4009 Halldale Avenue
Los Angeles, CA 90062-1851
10%of Residuary Pursuant to Paragraph 3(C) of Will: 19,509.39
(10% of Gross Amount for Distribuion shown above.)
Inheritance Tax Due on Share-Exempt as Charitable Entity: N/A
Net Distribution: 19,509.39
4) The Great Commission Fund
of the Christian and Missionary Alliance
P.O. Box 35000
Colorado Springs, CO 80935-3500
OR
c/o The Orchard Foundation
8595 Explorer Drive
Colorado Springs, CO 80920
10%of Residuary Pursuant to Paragraph 3(D) of Will: 19,509.39
(10% of Gross Amount for Distribuion shown above.)
Inheritance Tax Due on Share - Exempt as Charitable Entity: N/A
Net Distribution: 19,509.39
5) The Salvation Army of Hempstead, New York
c/o Eastern Territorial Headquarters
Legal Department
440 West Nyack Road
P.O. Box C-635
West Nyack,NY 10094-1739
10%of Residuary Pursuant to Paragraph 3(E) of Will: 19,509.39
(10% of Gross Amount for Distribuion shown above.)
Inheritance Tax Due on Share - Exempt as Charitable Entity: N/A
Net Distribution: 19,509.39
1st& final account Ruby E. Briggs 10.10.14.x1s Page 9
6) AMG International
6815 Shallowford Road
Chattanooga,TN 37421
10% of Residuary Pursuant to Paragraph 3(F) of Will: 19,509.39
(10% of Gross Amount for Distribuion shown above.)
Inheritance Tax Due on Share- Exempt as Charitable Entity: N/A
Net Distribution: 19,509.39
7) Dolores McLaurin(niece)
69 Mainbridge Lane
Willingboro, NJ 08046
10%of Residuary Pursuant to Paragraph 3(G) of Will: 19,509.39
(10% of Gross Amount for Distribuion shown above.)
Inheritance Tax Due on Share Pursuant to Paragraph First of Will
One-Fourth of Inheritance Tax Paid (2,066.28)
Net Distribution: 17,443.11
8) Ernest C. Wilson(nephew)
2458 Victoria Way
Coplay, PA 18037
10% of Residuary Pursuant to Paragraph 3(H) of Will: 19,509.39
(10% of Gross Amount for Distribuion shown above.)
Inheritance Tax Due on Share Pursuant to Paragraph First of Will
One-Fourth of Inheritance Tax Paid (2,066.28)
Net Distribution: 17,443.11
1st&final account Ruby E. Briggs 10.10.14.xls Page 10
9) Joan DeSilva(niece)
416 Barbara Lane
West Hempstead, NY 11552
10% of Residuary Pursuant to Paragraph 3(I) of Will: 19,509.39
(10%of Gross Amount for Distribuion shown above.)
Inheritance Tax Due on Share Pursuant to Paragraph First of Will
One-Fourth of Inheritance Tax Paid (2,066.27)
Net Distribution: 17,443.12
10) Ruby A. Briggs (cousin-in-law)
(Note: Ruby A. Briggs per Will)
Apartment 176-11
134th Avenue
Jamaca, NY 11434
10% of Residuary Pursuant to Paragraph 3(J) of Will: 19,509.39
(10% of Gross Amount for Distribuion shown above.)
Inheritance Tax Due on Share Pursuant to Paragraph First of Will
One-Fourth of Inheritance Tax Paid (2,066.27)
Net Distribution: 17,443.12
Total Distributions: 186,828.78
1st&final account Ruby E. Briggs 10.10.14.xls Page 11
COMMONWEALTH OF PENNSYLVANIA '
/L1c� *tiQ�f SS..
COUNTY OF
Before me, the undersigned officer, personally appeared Ernest C. Wilson
Executor of the Last Will and Testament-of Ruby E. Briggs, Deceased, who, being duly sworn
according to law, desposes and says that the foregoing First and Final Account and Proposed Schedule
of Distribution are true and correct to the best of his knowledge, information and belief.
Ernest C. Wilson
Sworn to and subscribed before me
this 1&day of C4_-N-Dhe,r ;OV4 .
COMMONWEALTH OF PENNSYLVANIA
Notarial Seal
Brittany R. Morgan,Notary Public
Northampton Boro, Northampton County
My Commission Expires July 27, 2017
MEMBER,PENNSYLVANIA A5SOQA110N OF NOTARIES
1st&final account Ruby E. Briggs 10.10.14.xls Page 12