HomeMy WebLinkAbout10-23-14 DECEDENT'S ESTATE ;�,
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COURT OF COMMON PLEAS OF �� �:- �..'' N :��' �:;
CUMBERLAND COUNTY, PENNSYLVANIA - ' :'! c.a ' r ;
ORPHANS' COURT DIVISION � • : ; t:->
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ESTATE OF Suzanne E. Phillippe , C�iECEASEDn "' -�
No. 21-13-0585
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 THIS FORM.
Name of Counsel: Ivo V. Otto III
Supreme Court I.D. No.: 27763
Name of Law Firm: Martson Law Offices
Address: 10 East High Street
Carlisle, PA 17013
Telephone: (717) 243-3341
Fax: (717) 243-1850
E-mail: iotto@martsonlaw.com _
Form OC-O'I Rev.10-13-2006 Copyright(c)2006 form software only The Lackner Group,Inc. P8g8'I Of 1 O �
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Estate of Suzanne E. Phillippe , Deceased
1. Name(s) and address(es) of Petitioner(s):
Name: �VO V. �tt0 ���
Ada�ess: 10 East High Street
Carlisle, PA 17013
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?......................................................................... ❑x Yes ❑ rvo
If not, identify prior accountings, the accounting periods covered, and the date of
adjudication of the prior accounting.
2. Decedent died on 05/02/2013
� Letters Testamentary or ❑ Letters of Administration were granted to Petitioner(s) on
05/23/2013
Date of Will (if applicable): 10/05/2012
Date(s) of Codicil(s) (if applicable):
Date of probate (if different from date Letters granted):
Was a bond required? ❑ Yes ❑x rvo If yes, state amount:
Are proofs of advertising of the grant of Letters attached? .......................................... Ox Yes ❑ No
Dates of advertising of the grant of Letters:
06/26/2013 06/28/2013 07/03/2013 07/05/2013 07/10/2013 07/12/2013
Form OC-O�Rev.10-13-2006 Copyright(c)2006 form software only The Lackner Group,Inc. Pag2 Z Of'I O
Estate of Suzanne E. Phillippe , Deceased
3. Was decedent survived by a spouse?....................................................................... ❑ Yes � rvo
If yes, name of the surviving spouse:
4. Has the surviving spouse filed to take an elective share?......................................... ❑ Yes ❑ No
(See Section 2201 �,seq. 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 � No
Were any children born to decedent after execution of
Will or Codicil(s)? � Yes � No
...............................................................................................................
If yes, give names and dates of birth:
Name: Date of Birth:
7. If required by the Medicai Assistance Estate Recovery Act,
62 P.S. §1412, was a request for a statement of claim sent to
the Department of Public Welfare? ..................................................................................... ❑ Yes � rvo
Form OC-01 Rev.10-13-2006 Copyright(c)2006 form software only The Lackner Group,Inc. P89@ 3 Of 1 O
Estate of Suzanne E. Phillippe , 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 entitied 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 Part in Uterest Relationshi and Comments,if an Interest
See attached schedule
Form OC-01 Rev.10-13-2006 Copyright(c)2006 form software only The Lackner Group,Inc. P898 4 OP 1 O
Beneficiaries or Heirs
(continuation of Question#9A)
Estate of Suzanne E. Phillippe , Deceased
Name and Address of Each Party in/nterest Relationship and Comments,i/any /nterest
Gayle Robson Friend
9906 Kingsboro Drive
Fairfax,VA 22031
Atabay M.AnnaLee Friend
P.O. Box 45
Bethany Beach, DE 19930
Murray H. Ross Brother-in-Law
325 Dogwood Court
Carlisle, PA 17013
Form OC-01 Rev. 10-13-06
Estate of Suzanne E. Phillippe , Deceased
Name and Address of Each Party in Interest Relationship and Comments,if any Inferest
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.
C. State why a Petition for Guardian/Trustee Ad Litem has or has not been filed for
this Audit(�e PA. O.C. Rule 12.4).
D. If distribution is to be made to the personal representative of a deceased party,
state date of death, date and piace of grant of Letters and type of Letters granted.
Form�G�1 Rev.10-13-2006 Copyright(c)2006 form software only The Lackner Group,�nc. P8g2 5 Of 1 O
r�:,
Estate of Suzanne E. Phillippe , 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 Address o(Each Claimant Amount o!Claim Claim �ll Claim
Admitted? Be Paid in
Full?
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 ❑x No
Was family exemption allowed?.......................................................................................... ❑ Yes ❑ No
Family exemption claimant's name and relationship:
Name: Relationship:
Form OC-O'I Rev.f0-13-2006 Copyright(c)2006 form software only The Lackner Group,Inc. P89@ F)Of'I O
Estate of Suzanne E. Phillippe , 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
06/03/2014 4,148.01 41.16
06/03/2014 836.20 8.02
13. On the date of death, was the decedent a fiduciary
(personai 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 performed, or, in the alternative, how the
decedenYs 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:
B. Has notice of the question requiring adjudication been given
to the parties identified in Paragraph 9 above?............................................................ ❑ Yes Ox 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.
Form OC-01 Rev.10-13-2006 Copyright(c)2006 form software only The Lackner Group,Inc. P89@�Of'I O
Estate of Suzanne E. Phillippe , Deceased
16. Had the decedent been adjudicated an incapacitated person?........................................... ❑ Yes � 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
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.
Amount: 7�600.�0
PU�P°Se: galance of attorneys'fees and costs advanced
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
. . � Yes �X No
partiesin interest?.................................................................................................
If so, attach a copy of the notice.
19. Is the Court being asked to direct
the filing of a Schedule of Distribution?................................................................................ ❑x Yes ❑ No
Asto real estate only?......................................................................................................... ❑ Yes ❑x No
Form OC-01 Rev.f0-13-2006 Copyright(c)2006 form software only The Lackner Group,ir,o. Page 8 of 10
Estate of Suzanne E. Phillippe , Deceased
Wherefore, your Petitioner(s) ask(s)that distribution be awarded to the parties entitied
and suggest(s)that the distributive shares of income and principal (residuary shares being stated
in proportions, not amounts) are as follows:
A. Income:
Proposed Distributee(s) Amount Proportion
B. Principal:
Proposed DisMbutee(s) Amount Proportion
Gayle Robson 285.00
Atabay M. AnnaLee 8,088.25
Murray H. Ross 2,696.11
Submitted By:
(All p titioners must sign.
Add a itio al lin � necessary):
Name of Petitioner: Ivo V. Otto III
Name of Petitioner:
Name of Petitioner:
Form OC-O'I Rev.f0-13-2006 Copyright(c)2006 form software only The Lackner Group,Inc. P89@ J Of 1 O
Estate of Suzanne E. Phillippe , Deceased
Verification of Petitioner
(Verification must be by at least one petitioner.)
The undersigned hereby verifies* �tllat he/she is r,ne
of the above-named nameoicorporation
and]that the facts set
forth in the foregoing Petition for Adjudication/Statement of Proposed Distribution which are
within the personal knowledge of the Petitioner are true, and as to facts based on the
information of others, the Petitioner, after diligent inquiry, believes them to be true; and that any
false statements herein are made subject to the penalties of 18 Pa. C.S. §4904 (relating to
unsworn falsification to authorities).
�
Signature of Petitioner Ivo V. tto III
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.
Signature of Counsel fo etitioner
Ivo V. Otto III
Form OC-O�Rev.10-13-2006 Copyright(c)2006 form software only The Lackner Group,Inc. P89@ 1 O Of 1 O
PROOF OF PUBLICATION
State of Pennsylvania,County of Cumberland
Tackie 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 13+�,
1881,since which date THE SENTINEL has been regularly issued in said County,and
that the printed notice or publication attached hereto is exactly the same as was printed
and published in the regular editions and issues of
THE SENTINEL on the following day(s):
Tune 26,Tuly 3,10,2013
COPY OF NOTICE OF PUBLICATION
ESTATE NOTICE Affiant further deposes that he/she is not
Letters Testamentary on the Estate of SUZANNE E.�►HILLIPPE,iete of tne interested in the subject matter of the
Borough of CaHisle,Cumberland County,Penhsylvania,deceased,have
beerl granted to the undersigned. afOT2S11Ci IlOt1Ce OT dCIV2TI1S2111eT1t,and that
All persons knowing themselves to be indebted to aaid Estate will make dll 1lleg1t10T1S 1Tl�le fOT2gOlI1g St1teTYteTlt 1S
payment immediately,and those having c,laims will present them for
gamame�tt« o 'me,place and character of publication
i�o v.ono,Executor 1T2 ue.
- c/o MARTSON LAW OFFICES
10 East High Street
Cariisle,PA 17013
Ivo V.Otto,III,Esquire
MARTSON LAW OFFICES
Attomeys '
Sworn to and subscribed before me this
��� f��'1LI C� �il�� ��)I� �
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N tary Public
My commission expires:
�MM N LVANIA
Notarial Seal
Bethany M.Holtry,Notary Public
Carlisle Boro,Cumberland County
My Commission Expires Sept.26,2015
MEMBER,PENNSYLVANIA ASSOCIA'TTON OF NOTARIES
. i
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, depos�s and says that the Cumberland Law
Journal, a legal periodical published in the Borough of Carlisle in the County and State aforesaid,
was established January 2, 1952, and designated by the local courts as the official legal
periodical for the publication of all legal notices, and has, since January 2, 1952, been regularly
issued weekly in the said County, and that the printed notice or publication attached hereto is
exactly the same as was printed in the regular editions and issues of the said Cumberland Law
Journal on the following dates,
viz:
June 28, July 5, and July 12, 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.
�� ��
-�r.�-- i��-- •
Li a Marie Coyne, itor
SWORN TO AND SUBSCRIBED before me this
12 da, o�. ,�2013
,
Ph�lli e Suzanne � `
pp , E.,dec'a. Notar
Late of the Borough of Cazlisle. }'
Executor:Ivo V.Otto,III c/o Mart-
son Law Offices, 10 East High
Street,Carlisle,PA 17013.
Attorneys:Ivo V.Otto,III,Esqun-e,
Martson Law Offices.
�OTnHIA.�SEAL
DtaDRAN A COLLIyS
Notary Public
CP.FlI.ISLE BQROUGH,CUiv18ERLAND COU�d7'Y
My Con�mission Expires Apr 28,201�
. 4
IN RE: : IN THE COURT OF COMMON PLEAS OF
ESTATE OF SUZANNE E. PHILLIPPE, :
DECEASED : CUMBERLAND COUNTY,PENNSYLVANIA
LATE OF CARLISLE BOROUGH, .
CUMBERLAND COUNTY, : ORPHANS' COURT DIVISION
PENNSYLVANIA : N0. 21-13-0585
NOTICE OF FILING FIRST AND FINAL ACCOUNT AND
PETITION FOR ADJUDICATION/SCHEDULE OF PROPOSED DISTRIBUTION
AND CALL FOR AUDIT OR CONFIRMATION
NOTICE IS HEREBY GIVEN that Ivo V. Otto III,Executor of the Estate of Suzanne E. Phillippe,
deceased,has this date filed the First and Final Account and Petition far Adjudication/Schedule of Proposed
Distribution in the above-captioned Estate in the Office of the Clerk of the Orphans' Court in and for
Cumberland County,Pennsylvania,where the same is filed as public record and may be inspected. Copies
of the Account and Petition are enclosed for your information.
YOU ARE FURTHER NOTIFIED that any exceptions or objections to said Account ar Petition must
be filed in writing at the office ofthe Clerk of the Orphans'Court,Cumberland County Courthouse,Carlisle,
PA 17013, aforesaid prior to the confirmation of said Account and Schedule of Proposed Distribution
scheduled as set forth below.
LTNLESS written exceptions or objections are filed prior thereto,said Account will be presented by
the Clerk of the Orphans' Court to the above-captioned Court in Court Room No. 1 (the courtroom is subject
to change)of the Cumberland County Courthouse, Carlisle, Pennsylvania, at 9:30 a.m.prevailing time,on
Tuesday, November 25, 2014, at which time said Account will be confirmed and distribution ordered in
accordance with the Petition for Adjudication/Schedule of Proposed Distribution.
MART� N L OF CES
By:
Ivo V. O , Esquire�
10 East High Street
Carlisle, PA 17013
(717)243-3341
Attorney for Estate of Suzanne E. Phillippe
Date of Notice: October 23, 2014
NOTICES TO:
Ms. Gayle Robson
9906 Kingsbaro Drive
Fairfax, VA 22031
Ms. AnnaLee M. Atabay
P.O. Box 45
Bethany Beach, DE 19930
Mr. Murray H. Ross
325 Dogwood Court
Carlisle, PA 17013
. . Zl 7 7�� `� �
In the Court of Common Pleas of Cumberland County, Pennsylvania
Orphans' Court Division
File No. 21-13-0585
Estate of Suzanne E. Phillippe, Deceased
351 Graham Street, Carlisle,Cumberland PA 17013
First and Final Account �, � �
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Ivo V. Otto III, Executor - ` w ; f�';
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Date of Death: 05/02/2013 � "' �''
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Date of Incapacity, if any: None
Date of Executor's Appointment: 05/23/2013
Date of First Complete Advertisement: 06/28/2013
Accounting for the period: 05/02/2013 to 09/30/2014
Purpose of Account: Ivo V. Otto III, Executor, offers this Account to acquaint interested parties with
the transactions that have occurred during the Administration.
It is important that the Account be carefully examined. Requests for additional information or questions
or objections can be discussed with:
Ivo V. Otto III
Martson Law Offices
10 East High Street
Carlisle, PA 17013
(717) 243-3341
Supreme Court I.D. No. 27763
�
�
SUMMARY OF ACCOUNT
Estate of Suzanne E. Phillippe, Deceased
For h neriod of May�, 2013 thro��h Sentemb�r 30, 2014
PAGES
PRINCIPAL
Receipts: This Account A 217,748.99
Net Gain (or Loss)on Sales
or Other Dispositions 0.00
217,748.99
Less Disbursements: C
Debts of Decedent 7,583.70
Funeral Expenses 72.00
Administration Expenses 171,990.96
Federal, State 8� Local Taxes 5,033.39
Commissions 0.00
Fees 22,000.00
Family Exemption 0.00 206,680.05
Balance Before Distributions 11,068.94
Transfer to (from) Principal TP 0.42
Distributions to Beneficiaries D 285.00
Principal Balance on Hand PBOH 10,784.36
For Information:
Investments Made
Changes in Holdings F
INCOME
Receipts This Account G 0.42
Net Gain (or Loss) on Sales o.00
or Other Dispositions 0.42
Less Disbursements 0.00
Balance Before Distributions 0.42
Transfer to (from) Income TI -0.42
Distributions to Beneficiaries 0.00
Income Balance on Hand 0.00
For Information:
Investments Made
Changes in Holdings
COMBINED BALANCE ON HAND CBOH 10,784.36
Signature
Verification
SCHEDULE A
RECEIPTS OF PRINCIPAL
Assets Listed in Inventory Fiduciary
(Valued as of Date of Death) Acquisition
Value
Cash
Cash-Found in home 68.00
Cash-Found in home 14.50
Century Link-Refund 77•68
FEGLI-Life Insurance death benefit 6,517.99
Kenny's Auction-Sale proceeds 11,164.72
Kenny's Auction -Sale proceeds 3.25
Northwest Federal Credit Union -Credit Card 447.39
V1000321762,credit balance
Northwest Federal Credit Union-Savings,date of 292.92
death balance
NW Federal Credit Union-IRA distribution, received 112.58
but not deposited prior to date of death
NW Federal Credit Union-IRA distribution after date 112.66
of death
OPM-Final benefit 34.03
Sovereign Bank 9645-Close of personal checking 1.33
Sun Trust checking 822168235-Date of death 5,921.68
balance
Accrued interest on above item through date of death 0.02
Sun Trust checking 822168235-Reimbursement of 130.00
overdraft fees
Tax proration-2014 School Taxes 303.15
Tax proration-2014 County/Twp.tax 899.53
Toyata Camray-Sale price 10,000.00
Travelers-Reimbursement of homeowner's 265.00
insurance premium
US Treasury -Refund, 2012 1040 tax 6.56
US Treasury-2013 1040 refund 1,091.00
Total Cash 37,463.99
Personal Pronertv
Jewelry,appraised value 285.00
Total Personal Property 285.00
Real Estate
Real Estate-351 Graham Street 180,000.00
A-1
SCHEDULE A
RECEIPTS OF PRINCIPAL
Continued
Fiduciary
Acquisition
Value
Total Real Estate 180,000.00
Total Receipts 2�7,748.99
Total Receipts of Principal 2�7,748.99
A-2
SCHEDULE C
DISBURSEMENTS OF PRINCIPAL
Debts of Decedent
Armar, Inc.. Quality Care Ambulance
12/31/2013 Account payable 45.98
45.98
Borough of Carlisie
08/02/2013 Sewer/water,account payable 650.90
650.90
Craig Anderson
08/02/2013 Lawn care/snow removal 515.00
515.00
Cumberland Goodwill EMS
12/09/2013 Balance due 49.75
49.75
DMC Services
12/09/2013 Discover Credit Card payoff settlement 475.38
475.38
Geico
11/21/2013 Balance due on termination of policy 2$•76
28.76
Manor Care
08/08/2013 Balance due 750.00
750.00
C-1
SCHEDULE C
DISBURSEMENTS OF PRINCIPAL
Continued
Perll Diaqnostics, Inc.
12/31/2013 294.00
294.00
�L
08/02/2013 Electric service,account payable 109.75
109.75
Sovereign Bank 1178
08/02/2013 Home Equity Line of Credit 988.54
988.54
Soverejgn Bank 4539743175
09/03/2013 Balance due on Loan 50.00
50.00
Sovereign Bank 9645
08/08/2013 Overdraft payment due to PPL&Century Link 305.98
payment auto deducted from account
305.98
�
08/02/2013 Gas service,account payable 34.85
34.85
US Treasurv
11/12/2013 2071 1040 tax due 1,154.00
11/12/2013 2012 1040 tax due 1,269.00
12/09/2013 2011 1040, balance due 861.81
3,284.81
C-2
SCHEDULE C
DISBURSEMENTS OF PRINCIPAL
Continued
Total Debts of Decedent 7,583.70
Funeral Ex e�
Auer Cremation
09/23/2013 Funeral Expense 72.00
72.00
Total Funeral Exnenses 72.00
Administration Ex ep nses
Borough of Carlisle
10/18/2013 Sewer/water, pending disposition of real estate 72.90
01/22/2014 Sewer/water, pending disposition of real estate 72.90
04122/2014 Sewer/water,pending disposition of real estate 72.90
05/27/2014 Sewer/water,final bill 35.75
254.45
Carl Ocker
70/18/2013 Trash removal, 351 Graham Street 6,000.00
6,000.00
Carlisle Area Tax Collector
08/27I2013 2013 School taxes,351 Graham Street 3,254.42
3,254.42
Carlisle Borouah
06/28/2013 Parking ticket 15.00
08/01/2013 Parking ticket 15.00
C-3
SCHEDULE C
DISBURSEMENTS OF PRINCIPAL
Continued
30.00
Charles Holtrv
02/27/2014 2014 Real Estate tax,351 Graham Street 1,506.09
1,506.09
Craig Anderson
01/03/2014 Lawn care/snow removal 610.00
05/16/2014 Lawn care/snow removal 315.00
925.00
Creative Buildina Conceats
02/18/2014 House repair 50.00
50.00
Cumberland Law Journal
06/18/2013 Legal Advertising 75.00
75.00
Dish Network
10/01/2013 Balance due 31.80
11106/2013 36.04
67.84
Ibis Aqqraisal Services
08/15/2013 Jewelry appraisal 75.00
75.00
Landex Title Search
10/29/2013 Deed copies 1.89
1.89
C-4
SCHEDULE C
DISBURSEMENTS OF PRINCIPAL
Continued
Lowe's
08/16/2013 Duplicate house keys 7.92
7.92
M&T Bank
12/10/2013 Estate checks 13.49
13.49
Martson Law Offices
09/30/2014 Reserve for additional filing fees and miscellaneous 600.00
costs
600.00
Overnight mail fee
05/27/2014 20.00
20.00
PA Bureau of Vital Records
07/17/2013 Death Certificates 55.00
55.00
PA Deaartment of Transaortation
06/24/2013 Duplicate Title fee 22.50
22.50
��
09/03/2013 Electric service pending sale of real estate 108.76
11/06/2013 Electric service pending sale of real estate 94.30
12/03/2013 Electric service pending sale of real estate 34.39
01/06/2014 Electric service pending sale of real estate 23.70
02/03/2014 Electric service pending sale of real estate 55.08
03/03/2014 Electric service pending sale of real estate 74.38
C-5
SCHEDULE C
DISBURSEMENTS OF PRINCIPAL
Continued
04/04/2014 Electric service pending sale of real estate 24.24
04/15/2014 Electric service pending sale of real estate 42.95
05/05/2014 Electric service pending sale of real estate 93.39
06/04/2014 Electric service,final bill 78.35
629.54
Register of Wills
11/12/2013 Short Certificates 15.00
05/23/2014 Probatefee 413.50
428.50
S.W. Barrett Real Estate�Apnraisal Services
07/17/2013 Appraisal fee 375.00
375.00
Santander Bank. N A/4539. Mortgage �ayoff
05/27/2014 Sale of 351 Graham Street 140,590.05
140,590.05
Seller Assist
05/27/2014 Sale of 351 Graham Street 8,703.85
8,703.85
Sovereign Bank
06/13/2013 Date of death letter fee 20.00
08/27/2013 Date of death valuation-loans 20.00
40.00
Sovereiqn Bank 1178
09/03/2013 Home Equity Line of Credit 534.16
09/30/2013 Home Equity Llne of Credit 485.60
10/28/2013 Home Equity Line of Credit 469.94
C-6
SCHEDULE C
DISBURSEMENTS OF PRINCIPAL
Continued
12/03/2013 Home Equity Llne of Credit 505.60
12/31/2013 Home Equity Line of Credit 469.94
01/28/2014 Home Equity Line of Credit 485.60
03/03/2014 Home Equity Line of Credit 485.60
03/31/2014 Home Equity Line of Credit 438.61
04/28/2014 Home Equity Line of Credit 485.60
4,360.65
Sovereign Bank 9645
09/23/2013 Overdraft payment of PPL due to failure to close 143.76
account
143.76
Sun Trust checking 822168235
05/05/2013 Bill pay fee 5.95
06/05/2013 Bill pay fee 5.95
10/04/2013 Overdraft fees charged after close of account 94.00
105.90
The Sentinel
07/16/2013 Legal Advertising 200.16
200.16
Townshi�of Cranford. NJ
10/29/2013 Death Certificates/Patricia Ross 20.00
20.00
Travelers
08/02/2013 Homeowner's insurance 940.00
940.00
C-7
SCHEDULE C
DISBURSEMENTS OF PRINCIPAL
Continued
�lSJ
09/03/2013 Gas service pending sale of real estate 34.17
09/26/2013 Gas service pending sale of real estate 35.29
10/28/2013 Gas service pending sale of real estate 27.41
12/03/2013 Gas service pending sale of real estate 26.48
12/31/2013 Gas service pending sale of real estate 6.48
01/28/2014 Gas service pending sale of real estate 130.76
02/27/2014 Gas service pending sale of real estate 142.65
03/28/2014 Gas service pending sale of real estate 116.46
04/28/2014 Gas service pending sale of real estate 63.28
06/04/2014 Gas service pending sale of real estate 104.47
687.45
�$
09/26/2013 Mailing fee 7.50
7.50
1% Real y Transfer Tax
05/27/2014 1,800.00
1,800.00
Total Miscellaneous Administrative Exnenses 171,990.96
Federal, State, and Local Taxes
gggil,ster of Wills.Agent
05/30/2014 Inheritance Tax payment 4.189.17
05/30/2014 Inheritance Tax payment 844.22
5,033.39
Total Taxes 5,033.39
C-8
SCHEDULE C
DISBURSEMENTS OF PRINCIPAL
Continued
Fees
�artson Law Offices
05/29/2014 Partial attorney fees 15,000.00
09/30/2014 Reserve for balance of attorneys'fees 7,000.00
22,000.00
Total Fees 22,000.00
TOTAL DISBURSEMENTS OF PRINCIPAL 206,680.05
C-9
TRANSFERS TO (FROM) PRINCIPAL
Q�g Descri ta ion Amount
09/30/2014 Transfer from Income to Principal 0.42
0.42
Transfers To (From) Principal -1
SCHEDULE D
DISTRIBUTIONS OF PRINCIPAL
Gayle Robson
10/06/2013 Jewelry,appraised value-Gayle Robson, Distribution 285.00
per Item 2 b of Will
285.00
TOTAL DISTRIBUTIONS TO BENEFICIARIES 285.00
D-1
SCHEDULE F
CHANGES IN PRINCIPAL HOLDINGS
# units cost
Jewelry. aanraised value
05/02/2013 Inventoried 285.00
10/06/2013 Distributed -285.00
0.00
Real Estate
05/02/2013 Inventoried
Total o.00
F-1
SCHEDULE G
RECEIPTS OF INCOME
Interest/Bank
Northwest Federal Credit Union
08/08/2013 0.32
0.32
Sun Trust checking 822168235
05/15/2013 Interest 0.02
06/14/2013 I nterest 0.06
07/02/2013 Interest through closing 0.02
0.10
TOTAL BANK INTEREST 0.42
TOTAL RECEIPTS OF INCOME 0.42
G-1
TRANSFERS TO (FROM) INCOME
Q�g Descri tp ion Amount
09/30/2014 Transfer from Income to Principal -0.42
�,�,����,�d.,�.��a.,�
-0.42
Transfers To(From) Income - 1
PROPOSED DISTRIBUTIONS TO BENEFICIARIES
Current Value Fiduciary
09/30/2014 Acquisition
or as noted Value
TO: Atabay M.AnnaLee
Distribution Per Item 3, Paragraph b of Will -Annalee Smyth Atabay 8,088.25
8,088.25
TO: Murray H. Ross
Distribution Per Item 3, Paragraph a of Will -Murray Henry Ross 2,696.11
2,696.11
Total 10,784.36
PD-1
In the Court of Common Pleas of Cumberland County, Pennsylvania
Orphans' Court Division
File No. 21-13-0585
Estate of Suzanne E. Phillippe, Deceased
Signature
MARTSO LAW
By �
Ivo V. Otto III, Executor
In the Court of Common Pleas of Cumberland County, Pennsylvania
Orphans' Court Division
File No. 21-13-0585
Estate of Suzanne E. Phillippe, Deceased
Verification
Ivo V. Otto III, Executor under the Last Will and Testament of Suzanne E. Phillippe, 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 unsworn
falsification to authorities.
Dated: /0 -a�- / �{
Ivo V. Otto III, Executo
` � '?M�c:�^+�r,w�-ra�N�o aY:
. F'�FILES1Ciients\IJ915 Phillippe�ld')15.Lwill_'012 r.rl,�..,�:.'-'�`��.��,..�'.�,�Q�F�T����s
y�� n ii.a�u�171
'��..4{.„1.° %S'A.u1�E �i'ruJ.Gi1
i�f1.[�l���3V7.� l+nW Vl'1�1�.�GJ
t f7 L���.ST HIGH STREET
��ktLZST.�, PA 17013
(71'�>243-3341
LAST WILL AND TESTAMENT
I, SUZANNE E. PHILLIPPE, of Carlisle Borough, Cumberland County,
Pennsylvania,being of sound and disposing mind and memory, do hereby make,publish and
declare this to be my Last Will and Testament, hereby revoking any and all former Wills or
Codicils made by me.
1.
I direct that all my legally enforceable debts, funeral expenses,testamentary expenses
and all death taxes(whether such taxes may be payable by my estate or by any recipient of any
property) shall be paid from my residuary estate as soon as practicable after my decease and
as part of the administration of my estate. My Executor shall have no duty or obligation to
obtain reimbursement for any such tax so paid,even though on proceeds of insurance or other
property not passing under this Will.
2.
I make the following specific bequests:
a. I give my cherry drop leaf table to ANNALEE SMYTH ATABAY; and
b. I direct that each of MURRAY HENRY ROSS, GAYLE ROBSON and
ANNALEE SMYTH ATABAY shall be at liberty to select such items of tangible personal
property as I own at the time of my death for their use or disposition.
3.
I give, devise and bequeath all the rest, residue and remainder of my estate, both real
and personal property in the following manner:
a. Twenty-five percent ( 25%) thereof unto MURRAY HENRY ROSS; and
b. Seventy-five percent 75% thereof unto ANNALEE SMYTH ATABAY.
c. In the event either of the said MURRAY HENRY ROSS or ANNALEE
SMYTH ATABAY shall predecease or fail to survive me by thirty (30) days, then the
=-1--
[Initials]
Page 1 of 4 Pages
survivor of them shall be entitled to the entirety of the residue of my Estate.
d. In the event that both MURRAY HENRY ROSS and ANNALEE SMYTH
ATABAY shall predecease or fail to survive me by thirty (30) days, then I direct that the
residue of my Estate be divided equally and be distributed in equal shares to the HELEN O.
KRAUSE ANIMAL FOUNDATION,INC.,located in Mechanicsburg,Pennsylvania,and the
SUSQUEHANNA SERVICE DOGS, located in Harrisburg, Pennsylvania.
4.
I nominate, constitute and appoint MARTSON LAW OFFICES, of Carlisle,
Pennsylvania, or its successor, as Executor of my estate and further direct that the basis for
compensation shall be the hourly rate(s) of such firm in effect as such services are rendered.
5.
I direct that all fiduciaries acting under this Will, whether or not named herein, shall
not be required to give bond for the faithful performance of their duties in any jurisdiction.
6.
I authorize and empower my Executor,in their and absolute discretion,to purchase or
otherwise acquire and retain any investments of which I die seized or any real or personal
property of any nature;to sell,lease,pledge,mortgage,transfer,exchange,dispose of or grant
options in regard to any or all property of any kind forming a part of my estate for such terms
and such prices as they may deem advisable; to borrow money for any purposes connected
with the protection and preservation of my estate; to mortgage or pledge any real or personal
property forming a part of my estate or to join in or secure the partition of same; to
compromise any claims or demands of my estate against others or of others against my estate;
to make distribution in kind and to cause any share to be composed of cash, property or
undivided fractional shares in property different in kind from any other share; to employ
agents, attorneys and proxies and to delegate to them such power as my Executor considers
desirable and to pay reasonable compensation for such services as may be rendered by such
agents, attorneys and proxies; and to execute and deliver such instruments as may be
[Ini als]
Page 2 of 4 Pages
. " .
necessary to carry out any of these powers. In addition, I direct that my Executor shall have
the power to conduct an inventory of any safe deposit box necessary to the administration of
my estate.
-}�l
IN WITNESS WHEREOF I have hereunto set my hand and seal this j day
of (��-�C 1V� , 2012.
a-T.�� , . �
(SEAL)
Suza E. Phillippe
SIGNED,SEALED,PUBLISHED AND DECLARED by the above-named Testatrix,
as and for her Last Will and Testament, in the presence of us, who at her request, have
hereunto subscribed our names as witnesses thereto, in the presence of the said Testatrix and
of each other.
�-
\ .i � --�
/G- "i�, c�.
� 1� (J�%J�
�
Page 3 of 4 Pages
+ � M
COMMONWEALTH OF PENNSYLVANIA )
: SS.
COUNTY OF CUMBERLAND )
We, Suzanne E. Phillippe, Ivo V. Otto III and �i��C,�C��C. L, C-1-�� , the
Testatrix and the witnesses,respectively,whose names are signed to the foregoing instrument,
being first duly sworn, do hereby declare to the undersigned authority that the Testatrix
signed and executed the instrument as her last Will and that the Testatrix has signed willingly,
and that the Testatrix executed it as her free and voluntary act for the purposes therein
expressed,and that each of the witnesses, in the presence and hearing of the Testatrix, signed
the Will as a witness and that to the best of his/her knowledge the Testatrix was at that time
eighteen years of age or older, of sound mind and under no constraint or undue influence.
a-w.i,c�.. � ` �
S a e E. Pfiillippe, Testatrix
�
Witne
� �., C�
Witness
Subscribed, sworn to and acknowledged before me by Suzanne E. Phillippe, the
Testatrix, and subscribed and sworn to before me by Ivo V. Otto III and
����
L��.(_�G���` 1..... (`�-�"� ,the witnesses,this ,� day of C��.�0�e� ,2012.
� - �-,�� � ����
COMMONWEA��}{OF PENNSYLVANiq NOt�PUbI1C _
NoWrial Seal
Melissa A.Scholly,Notary Public
South Middleton Twp.,Cumberland County
My Commission Expires)an.19,2014
P4ember.PennsvNania Assndatlon of Notarles
Page 4 of 4 Pages