HomeMy WebLinkAbout01-30-15 2GAI(d- VQ
ESTATE OF WILLIAM C. REICHERT, DECEASED.
Court of Common Pleas of Cumberland County, Pennsylvania
Orphan's Court Division
ESTATE OF WILLIAM C. REICHERT, DECEASED.
No. 21-2013-0791
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
EDMUND G. MYERS
Attorney Identification Number: 20558
Johnson, Duffie, Stewart &Weidner
P.O. Box 109
Lemoyne, PA 17043-0109
(717) 761-4540
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Estate of WILLIAM C. REICHERT Deceased
1. Names and addresses of Petitioners:
Christine L. Wiest
115 Nittany Drive
Mechanicsburg, PA 17055
Identify any executors or administrators who have not joined in the Petition for
Adjudication and Statement of Proposed Distribution and state reason:
Is this the first accounting by this fiduciary?..........................................0 Yes ❑ No
If not, identify prior accountings, the accounting periods covered and the date of
adjudication of the prior accounting.
2. Decedent died on July 12, 2012
Letters Testamentary or❑ Letters of Administration were granted to Petitioner on
July 22, 2012. EXHIBIT"A"
Date of Will (if applicable): December 11, 2003
Date(s) of Codicil(s) (if applicable):
Was a bond required? ❑ Yes 0 No If yes, state amount:
Are proofs of advertising of the grant of letters attached?..... 0 Yes ❑ No
EXHIBIT"B"AND"C"
Dates of advertising of grant of letters:
The Cumberland Law Journal: September, 13, 20 and 27th, 2013 AND
The Patriot News Co.: September 10, 17 and 241 , 2013
3. Was decedent survived by a spouse? .................... ❑ Yes DNo
If yes, name the surviving spouse:
4. Has the surviving spouse filed to take an elective share? ❑ Yes ❑ No
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 decedent marry after execution of Will or Codicil(s)?....... ❑ Yes 0 No
2
Estate Of WILLIAM C. REICHERT Deceased
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 ❑ No
EXHIBIT "D"
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 Adjudications 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 Notices 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.
EXHIBIT"E"
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 in 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 has 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:
3
Estate Of WILLIAM C. REICHERT Deceased
A. State each party's relationship to the decedent and the nature of
each party's interest(s):
The residue of the Decedent's Estate passes to Decedent's daughter and
grandchild listed below:
NAMES RELATION DATE OF BIRTH INTEREST
SHIP TO
DECEDEN
T
Christine L. Wiest Daughter '/2 of Tangible personal
115 Nittany Drive Property and 1/3rd of
Mechanicsburg, PA 17055 r
esiduary estate
Angela (a/k/a Angie) L. Banks Daughter of Tangible personal
215 Hilltop Road operty and 1/3�d of
BoilingSprings, PA 17007 estate
Kevin Forgie Grandson 3r of residuary estate
237 Hemlock Terrace
Mountain Top, PA 18707
B. Identify each party who is not sui juris (e.g., minors or incapacitated
persons). For each such party, give date of birth, name of each Guardian
and how each Guardian was appointed. If no Guardian has been
appointed, identify the next of the kin of such party, giving the name,
address and relationship of each.
C. State why a Petition for Guardianffrustee Ad Litem has or has not been
filed for this Audit (see 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 place of grant of Letters and type of
Letters granted.
10. Other than the claim for the family exemption, list names of all known claimants
and the amount of their claims and state whether each claim is admitted.
Name and Addresses of Each Claimant Amount of Claim Claim Admitted? Will Claim Be
Paid in Full?
❑ Yes ❑ Yes
None ❑ 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 Q No
Was family exemption allowed?................................. ❑ Yes Q No
4
t
Estate Of WILLIAM C. REICHERT Deceased
Family exemption claimant's name and relationship:
Name: 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 Inheritance Tax Interest Total
May 14,2014 $11,683.07 25.77 $ 11,708.84
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 Q No
If yes, provide the name of the estate, indicate whether an account has been filed
and confirmed absolutely and all awards performed, or, in the alternative, how the
decedent's estate will be discharged for the decedent's fiduciary administration of the
estate.
14. A. Describe in detail any questions requiring adjudication and state the
position of the Petitioner(s) as to each question: NONE
B. Has notice of the question requiring adjudication been given to the parties
identified in Paragraph 9 above?.............................. ❑ Yes Q No
15. If Petitioner has 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.
16. Had the decedent been adjudicated an incapacitated person? ❑ Yes 2 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.
B. Has notice of the additional receipts and disbursements been given to the
parties identified in Paragraph 9 above?..................... Q Yes ❑ No
18. If a reserve is requested, state amount and purpose.
Amount: $8,500.00
Purpose:Remaining Attorneys Fees:Executors Commissions and Expenses incurred to file the Account
5
Estate Of WILLIAM C. REICHERT Deceased
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?..............................................0 Yes ❑ No
NOTICE IS IN THE ACCOUNT THAT EACH WILL RECEIVE
If so, attach a copy of the notice.
19. Is the Court being asked to direct the
filing of a Schedule of Distribution...........................................❑ Yes 0 No
As to real estate only? ........................................................❑ Yes 0 No
6
Estate Of WILLIAM C. REICHERT Deceased
Wherefore, your Petitioner asks that distribution be awarded to the parties
entitled and suggests 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
Christine L. Wiest $ .07
Angie Banks (Angela L. B nk5) $ .08
Kevin Forgie $ .07
B. PRINCIPAL:
PROPOSED DIsmBUTEE(s) AMOUNT/PROPORTION
Christine Wiest $ 22,072.47
Angie Banks (Angela L. Banks) $ 22,072.48
Kevin Forgie $ 22,072.47
Submitted by:
C .
CHRISTINE L.WIEST, Petitioner
7
Estate Of WILLIAM C. REICHERT Deceased
Verification of Petitioner
(Verification must be signed by at least one petitioner)
The undersigned hereby verifies that the facts set forth in the foregoing Petition
for Adjudication/Statement Proposed Distribution which are within the personal
acknowledge 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).
CHRISTINE L. WIEST, Petitioner
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.
Counsel for Petitioner
8
ESTATE OF WILLIAM C, REICHERT
SCHEDULE OF EXHIBITS
EXHIBIT A Copy of Letters Testamentary issued on July 22, 2013
EXHIBIT B Cumberland Law Journal — Original Notice of Estate
Administration for Publication
EXHIBIT C The Patriot News Co. —Original Notice of Estate Administration
EXHIBIT D Copy of Department of Welfare Letter re: No Claim Against Estate
EXHIBIT E Notice of Filing of Formal Account and Listing of Beneficiaries
:677715
REGISTER OF WILLS CERTIFICATE OF
CUMBERLAND COUNTY GRANT OF LETTERS
PENNSYLVANIA _
No. 2013- 00791 PA No. 21- 13- 0791
Estate Of: WILLIAM C RE/CHERT
(First,Middle,Cast)
Late Of: EAST PENNSBORO TOWNSHIP
CUMBERLAND COUNTY
Deceased
0 Social Security No: 175-34-8325
WHEREAS, on the 22nd day of July 2013 an instrument dated
December 111th 2003 was admitted to probate as the last will of
WILLIAM C REICHERT
(First,Middle,Last)
late of EAST PENNSBORO TOWNSHIP, CUMBERLAND County,
who died on the 12th day of July 2013 and,
WHEREAS, a true copy of the will as probated is annexed hereto.
THEREFORE, I, GLENDA FARNER STRA SBA UGH , Register of Wills in and
for CUMBERLAND County, in the Commonwealth of Pennsylvania, hereby
certify that I have this day granted Letters TESTAMENTARY to:
CHRISTINE L WIEST
who has duly qualified as EXECUTOR(RIX)
and has agreed to administer the estate according to law, all of which
fully appears of record in my office at CUMBERLAND COUNTY COURTHOUSE,
CARLISLE, PENNSYLVANIA.
IN TESTIMONY WHEREOF, I have hereunto set my hand and affixed the seal
of my office on the 22nd day of July 2013.
Register of //s
I"
-1 ulloolz�
Deputy
EXHIBIT A
**NOTE** ALL NAMES Arse v e tirrl~Hx r lx l, 1V111TULr;, Lti5l')
L C0G
�Rgssoc�P��°
CUMBERLAND LAW JOURNAL
32 SOUTH BEDFORD STREET
CARLISLE, PA 17013
Tele: (717)249-3166 Fax:(717)249-2663
September 27, 2013
Cumberland Law Journal is published every Friday by the Cumberland County
Bar Association and is designated by the Court of Common Pleas as the official legal
publication for Cumberland County and the legal newspaper for publication of legal
notices.
TO: Edmund G. Myers, Esquire
RE: William C. Reichert Estate
Legal advertisements must be received by Friday Noon. All legal advertising
must be paid in advance. Make all checks payable to: Cumberland Law Journal.
------------------------------------------------------------------
Advertisement inserted on following dates:
September 13, September 20, and September 27, 2013
Advertising Cost $ 75.00
Proof of Publication $ 0.00
Second Proof Request $ 0.00
Payment received $ 75.00
-------------
Total Amount Due $ 0.00
Becky H. Morgenthal, Executive Director
EXHIBIT B
-1F
t
Y
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:
September 13, September 20, and September 27, 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.
?2."- 2�0—
lAsa Marie Coyne, tditor
SWORN TO AND SUBSCRIBED before me this
27 day of September, 2013
4
Reichert,William C., deed. /
Late of East Pennsboro Town- .
ship.
Executrix: Christine L.Wiest c/o C] Notary
Edmund G.Myers,Esquire,John-
son, Duffle, Stewart & Weidner,
301 Market Street,P.O.Box 109,
Lemoyne,PA 17043.
Attorneys: Edmund G. Myers,
Esquire,Johnson,Duffle,Stewart
& Weidner, 301 Market Street, DEBOR,�'H A COLLINS
P.O.Box 109,Lemoyne,PA 17043. Notary Public
CARLISLE BOROUGH,CUMBERLAND COUNTY
My Commission Expires Apr 28,2014
A"
The Patriot-News Co. 2 R
2020 Technology Pkwy 10 'r
Suite 300
Mechanicsburg, PA 17050 Now YOU know
Inquiries - 717-255-8213
JOHNSON, DUFFIE, STEWART&WEIDNER
301 MARKET STREET
P 0 BOX 109
LEMOYNE PA 17043
STATEMENT ALL CHARGES ARE NET
ACCT# NAME AD ORDER# DATE EDITION ADDTL. INFO. TYPE OF CHARGE AMOUNT
12590 JOHNSON,DUFFIE,STEWART&WE 0002273345 09/10/13 METRO WEST BOLD TEXT CHARGE $4.00
12590 JOHNSON,DUFFIE,STEWART&WE 0002273345 09/10/13 METRO WEST BASIC AD CHARGE $44.08
12590 JOHNSON,DUFFIE,STEWART&WE 0002273345 09/17/13 METRO WEST BASIC AD CHARGE $44.08
12590 JOHNSON,DUFFIE,STEWART&WE 0002273345 09/24/13 METRO WEST BASIC AD CHARGE $44.08
AFFIDAVIT CHARGE $5.00
TOTAL: $141.24
This is not an invoice. Please do not remit payment from this Statement.
An invoice will be generated at the end of the month. --Thank you.
NOTE: This Statement replaces the Order Confirmation which we previously sent with Proofs of Publication
RECEIVED
SEP 2 6 2013
ExHiBIT C JOHNSON DUFFIE
1 The Patriot-News Co.
2020 Technology Pkwy
Etc atr1*otwXtws
Suite 300
'Mechanicsburg, PA 17050 Now you know
Inquiries - 717-255-8213
JOHNSON, DUFFIE, STEWART&WEIDNER
301 MARKET STREET
P0BOX 109
LEMOYNE PA 17043
THE PATRIOT NEWS
THE SUNDAY PATRIOT NEWS
Proof of Publication
Under Act No. 587, Approved May 16, 1929
Commonwealth of Pennsylvania, County of Dauphin} ss
Marianne Miller, being duly sworn according to law, deposes and says:
That she is a Staff Accountant of The Patriot News Co., a corporation organized and existing under the laws of the
Commonwealth of Pennsylvania, with its principal office and place of business at 2020 Technology Pkwy, Suite 300, in the
Township of Hampden, County of Cumberland, State of Pennsylvania, owner and publisher of The Patriot-News and The Sunday
Patriot-News newspapers of general circulation, printed and published at 1900 Patriot Drive, in the City, County and State
aforesaid; that The Patriot-News and The Sunday Patriot-News were established March 4th, 1854, and September 18th, 1949,
respectively, and all have been continuously published ever since;
That the printed notice or publication which is securely attached hereto is exactly as printed and published in their regular
daily and/or Sunday/Community Weekly editions which appeared on the date(s) indicated below. That neither she nor said
Company is interested in the subject matter of said printed notice or advertising, and that all of the allegations of this statement as
to the time, place and character of publication are true; and
That she has personal knowledge of the facts aforesaid and is duly authorized and empowered to verify this statement on
behalf of The Patriot-News Co. aforesaid by virtue and pursuant to a resolution unanimously passed and adopted severally by the
stockholders and board of directors of the said Company and subsequently duly recorded in the office for the Recording of Deeds
in and for said County of Dauphin in Miscellaneous Book"M", Volume 14, Page 317.
PUBLICATION COPY This ad# 0002273345 .ran on the dates shown below:
.M September 10, 2013
September 17, 2013
NOTICE September 24, 2013
NOTICE IS HEREBY GIVEN that
Letters Testamentary have been
granted to the undersigned In The Estate
of William C.Reichert,of East . . . . . . . . . . . . . .
Pennsboro Township,Cumberland
County,Pennsylvania,who died on July
12,2013.
All persons Indebted to the Estate are Sworn to and ubscribed before me is 2 a of Septem er, 2013 A.D.
required to make Payment,and those
having claims or demands are toPresent A
the some without delay to the following:
Christine L.Wiest,Executrix
c/o Edmund G.Myers,.Attorney
Johnson,Duffle,Stewart&Weidner
301 Market Street O a Pu Ic
P.O.Box 109
Lemoyne,PA 17043
COMMONWEALTH OF PENNSYLVANIA
Notarial Seal
Holly Lynn Warfel,Notary Public
Washington Twp.,Dauphin County
My Commission Expires Dec.12,2016
MEMBER,PENNSYLVANIA ASSOCIATION OF NOTARIES
•�+ Pennsylvania.
DEPARTMENT OF PUBLIC- WELFARE
September 9, 2013
JOHNSON DUFFIE
DANA L WIESEMAN PARALEGAL
301 MARKET ST
PO BOX 109
LEMOYNE PA 17043-0109
Re: William Reichert
SSN: ###-##-8325
Dear Ms. Wieseman:
Pursuant to your letter dated August 29, 2013, the Department's, Estate Recovery
Program, has reviewed the information you provided regarding the above-referenced
individual.
It has been determined that this individual did not receive any type of assistance
during the questioned period.
Therefore, according to the information you provided, the Department's Estate
Recovery Program will not seek any recovery from this estate. If your client applied for
Medical Assistance and had an application and/or hearing pending at the time of death,
please advise us and provide any additional information that may affect a recovery by our
Department.
Thank you for your cooperation in this matter. If you have any questions, please
contact me.
Sincerely
e-1-7
CL
Vince A. Porter
Recovery Section Manager
(717)772-6604
=RECEIVED
EXHIBIT D
Bureau of Progr
Po
IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY
PENNSYLVANIA ORPHANS' COURT DIVISION
NO. 2113-0791
FIRST AND FINAL ACCOUNT FOR ESTATE OF WILLIAM C. REICHERT
CHRISTINE L. WIEST, EXECUTRIX
NOTICE
NOTICE is hereby given that the First and Final Account of Christine L. Wiest, Executrix
of the Last Will and Testament dated December 11, 2003, will be filed in the Office of the Clerk
of the Orphans' Court Division of Cumberland County, Pennsylvania, on or before, January 20,
2015, and that the same will be confirmed by the Court on or before March 3, 2015 unless
written objections are filed with the Clerk of the Orphans' Court Division on or before 9:00 A.M.
(prevailing time) on or before March 3, 2015, in accordance with the Rules of the Orphans'
Court of Cumberland County.
A copy of the First and Final Account and Proposed Distribution to the Beneficiaries is
enclosed herewith.
Edmund G. Myers, Attorney
Johnson, Duffie, Stewart &Weidner
301 Market Street
P.O. Box 109
Lemoyne, PA 17043-0109
(717) 761-4540
EXHIBIT E
To:
MS. ANGELA L. BANKS
215 HILLTOP ROAD
BOILING SPRINGS, PA 17007
MR. KEVIN FORGIE
237 HEMLOCK TERRACE
MOUNTAIN Top, PA 18707
MS. CHRISTINE L. WIEST
115 NITTANY DRIVE
MECHANICSBURG, PA 17055
In the Court of Common Pleas of Cumberland County, Pennsylvania
Orphans' Court Division
File No. 21-13-0791
Estate of William C REICHERT, Deceased
Late of Township of East Pennsboro
First and Final Account
Christine L WIEST, Executrix
Date of Death: 07/12/2013
Date of Executrix's Appointment: 07/22/2013
Date of First Complete Advertisement: 09/17/2013
Accounting for the period: 07/12/2013 to 01/30/2015
Purpose of Account: Christine L WIEST, Executrix, 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:
Edmund G. Myers
JOHNSON DUFFIE
301 MARKET STREET
PO BOX 109 _'
Lemoyne, PA 17043 ; r'
_ r
(717) 761-4540 r"i .-;x
Supreme Court I.D. No. 20558
. . c)
r�
_r. tri
SUMMARY OF ACCOUNT
Estate of William C REICHERT, Deceased
For the period of July 12,2013 through janua 30, 2015 Fiduciary
Current Acquisition
PAGE Value Value
Proposed Distributions
to Beneficiaries 18 66,217.64
PRKGIPAL
Receipts: This Account 3-4 122,110.44
Net Gain (or Loss)on Sales 5 0.00
or Other Dispositions
122,110.44
Less Disbursements:
Debts of Decedent 6 2,841.92
Funeral Expenses 6-7 13,606.62
Administration Expenses 7 -10 8,512.15
Federal, State& Local Taxes 10 3,151.23
Commissions 10-11 5,000.00
Fees 11 6,000.00
Family Exemption 0.00 39,111.92
Balance Before Distributions 82,998.52
Transfer to(from) Principal 0.00
Distributions to Beneficiaries 12 16,781.10
Principal Balance on Hand 13 66,217.42
For Information:
Investments Made
Changes in Holdings 14
INCOME
Receipts This Account 15 0.22
Net Gain (or Loss)on Sales 0.00
or Other Dispositions 0.22
0.00
Less Disbursements
0.22
Balance Before Distributions
0.00
Transfer to (from) Income
0.00
Distributions to Beneficiaries
Income Balance on Hand 16 0.22
For Information:
Investments Made
Changes in Holdings
COMBINED BALANCE ON HAND 17 66,217.64
Signature 19
Verification 20
- 2 -
F
SCHEDULE A
RECEIPTS OF PRINCIPAL
Assets Listed in Inventory Fiduciary
(Valued as of Date of Death) Acquisition
Value
Cash
PNC Bank Checking Account No.5140301246 5,670.65
Merrill Lynch Auto Fund -Direct Deposit to Account 630.00
Reimbursement/Refund-Checks Returned to 128.47
Account
Life Insurance-Life Insurance Proceeds 15,000.00
Wells Fargo/Revenue Rebate 250.00
Comcast—Reim bursement/Refund on Account 6.28
Farmers Insurance—Reimbursement/Refund on Auto 44.34
Policy
Verizon-Reimbursement for final payment made 20.27
Farmers Insurance-Reimbursement to Estate 34.00
PNC Bank Estate Checking Account No.50-0623-3772 15.00
-Reimbursement of Service Charge on Account
U.S.Treasury-2013 Federal Individual Income Tax 808.00
Return Refund
Real Estate located at 906 Valley Road, East 729.01
Pennsboro Twp.,Cumberland County, PA-
Reimbursement of Township, County and School
Taxes and Sewer Payments.
Total Cash 23,336.02
Personal Property
Items of Tangible Personal Property (Various Dates)- 4,012.00
Distributed in kind, in part,Sold, in part, in accord
with an agreement between Angela(a/k/a Angie)L.
Banks and Christine L.Wiest, beneficiaries of the
bequest of same, under Article 11 of Decedent's Will
Total Personal Property 4,012.00
Real Estate
Real Estate located at 906 Valley Road, East 94,000.00
Pennsboro Twp., Cumberland County, PA-Estate
sold on April 18,2014.
Total Real Estate 94,000.00
Total Receipts 121,348.02
- 3 -
't
SCHEDULE A
RECEIPTS OF PRINCIPAL
Continued
Fiduciary
Acquisition
Value
Subsequent Principal Receipt
07/31/2013 Du Pont 401 K Retirement Plan -Final Payment to 699.70
PNC Account/Not Taxable for Inheritance Tax
06/16/2014 Farmers Insurance—Reim bursement/Refund 62.72
Total Subsequent Principal Receipts 762.42
Total Adjustments and Subsequent Receipts 762.42
Total Receipts of Principal 122,110.44
- 4 -
SCHEDULE B
GAINS AND LOSSES ON SALES OR OTHER DISPOSITIONS - PRINCIPAL
QAW LM
04/18/2014 Real Estate located at 906 Valley Road, East
Pennsboro Twp.,Cumberland County, PA-Real
Estate sold on April 18,2014
Gross Proceeds 94,000.00
Fiduciary Acquisition Value -94.000.00 0.00
TOTAL GAINS AND LOSSES/PRINCIPAL 0.00
LESS LOSS
NET GAIN OR LOSS 0.00
- 5 -
SCHEDULE C
DISBURSEMENTS OF PRINCIPAL
Debts of Decedent
East Pennsboro Ambulance
08/07/2013 129.00
129.00
PNC Bank Check Imaging Charges
07/16/2013 3.00
3.00
PNC Bank Checking Account No. 5140301246
07115/2013 Check No.620 Clearing after Date of Death 1,000.00
1,000.00
PNC Bank Estate Checking Account No. 50-0623-3772
02/25/2014 Service Charge on Account 15.00
15.00
Real Estate located at 906 Valley Road. East Pennsboro Twp., Cumberland County, PA
04/18/2014 Settlement Charges. 1,566.45
1,566.45
United Health Care
08/04/2013 Premium Payment 108.07
108.07
Verizon
07/22/2013 20.40
20.40
- 6 -
SCHEDULE C
DISBURSEMENTS OF PRINCIPAL
Continued
Total Debts of Decedent 2,841.92
Funeral Expenses
Malpezzi Funeral Home
08/19/2013 11,482.62
11,482.62
Pastor Shane Wilson
08/26/2013 200.00
200.00
Rolling Green Cemetery
08/13/2013 1,924.00
1,924.00
Total Funeral Exoenses 13,606.62
Administration Expenses
Angela (a/k/a Angie) L. Banks
09/16/2013 Reimbursement for veterinary services for decedent's 50.00
cat
10/29/2013 Reimbursement for veterinary services for decedent's 230.00
cat
280.00
Brian McPherson,Auctioneer
11/17/2013 500.00
12/16/2013 495.00
995.00
- 7 -
SCHEDULE C
DISBURSEMENTS OF PRINCIPAL
Continued
Christine Wiest
10/02/2013 Reimbursement for Care of Decedent's Animals 200.00
200.00
Cumberland County Register of Wills Office
10/05/2014 Probate Fees 353.50
353.50
David Yogovich
08/12/2013 Outside work at Residence 740.00
740.00
Deb Fox- Housekeeping/Pet-sitting for Decedent
08/01/2013 50.00
08/12/2013 50.00
09/11/2013 50.00
10/01/2013 50.00
10/02/2013 40.00
10/20/2013 40.00
1110612013 75.00
11/17/2013 25.00
11/29/2013 100.00
480.00
Drain Doctor
10/09/2013 315.00
12/30/2013 175.00
490.00
East Pennsboro Township
10/09/2013 Sewer/Trash 138.00
01/13/2014 Sewer&Trash 138.00
SCHEDULE C
DISBURSEMENTS OF PRINCIPAL
Continued
276.00
Farmers Insurance
11/02/2013 Homeowners Insurance 32.54
04/09/2014 Additional 2 months of Insurance on Residence 85.00
117.54
FM 012pel/Oil for Residence
10/28/2013 340.90
01/12/2014 375.27
03/17/2014 413.90
03/21/2014 Furnace Repair 769.25
03/31/2014 398.90
2,298.22
Kylie Wiest
08/29/2013 Reimbursement for expenses associated with 100.00
Decedent's Animals
100.00
Leffler Energy
09/05/2013 1,023.45
1,023.45
PA American Water
09/03/2013 37.14
09/25/2013 27.56
10/28/2013 23.23
11/27/2013 18.41
12/27/2013 15.52
02/01/2014 16.20
02/22/2014 15.00
03/24/2014 16.02
04/2112014 15.00
- 9 -
SCHEDULE C
DISBURSEMENTS OF PRINCIPAL
Continued
05/13/2014 2.47
186.55
PPe nsylvania Power& Light
07/15/2013 54.09
08/0912013 78.05
08/29/2013 74.19
10/04/2013 61.40
10/28/2013 31.98
12/02/2013 28.63
01/13/2014 26.55
02/15/2014 25.44
0311112014 16.32
04/16/2014 32.05
05/07/2014 22.92
451.62
Reserve— Estate Expenses for Filing of Formal Account
12/31/2014 500.00
500.00
Verizon
08/21/2013 20.27
20.27
Total Miscellaneous Administrative Expenses 8,512.15
Federal, State, and Local Taxes
Register of Wills.Agent
05/14/2014 Inheritance Tax Payment on Decedent's Estate 3,151.23
3,151.23
- 10 -
SCHEDULE C
DISBURSEMENTS OF PRINCIPAL
Continued
Total Taxes 3,151.23
Commissions
Christine Wiest, Executrix(Reserves)
12/31/2014 5,000.00
5,000.00
Total Commissions 5,000.00
Fees
Johnson Duffie
05/13/2014 1/2 of Attorneys Fees Paid 3,000.00
3,000.00
Johnson Duffie (Reserves)
12/31/2014 Remaining Fees to be Paid 3,000.00
3,000.00
Total Fees 6,000.00
TOTAL DISBURSEMENTS OF PRINCIPAL 39,111.92
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SCHEDULE D
DISTRIBUTIONS OF PRINCIPAL
05/14/2014 Angela (a/k/a Angie) L. Banks-Advance Distribution 4,256.36
for Payment of her Inheritance Tax on Decedent's IRA
05/14/2014 Christine Wiest-Advance Distribution for Payment of 4,256.37
her Inheritance Tax on Decedent's IRA
10/15/2014 Kevin Forgie, Beneficiary-Advance Distribution 4,256.37
01/30/2015 Items of Tangible Personal Property (Various Dates)- 4,012.00
Distributed in kind, in part,sold, in part,and cash
distributed in accord with an agreement between
Angela(a/k/a Angie)L. Banks and Christine L.Wiest,
beneficiaries of the bequest of same, under Article II
of Decedent's Will
16,781.10
TOTAL DISTRIBUTIONS TO BENEFICIARIES 16,781.10
- 12 -
PRINCIPAL BALANCE ON HAND
Current Value Fiduciary
01/30/2015 Acquisition
# Units Description or as Noted Value
Cash
PNC Estate Account 66,217.42 66,217.42
Total Cash 66,217.42 66,217.42
66,217.42 66,217.42
- 13 -
SCHEDULE F
CHANGES IN PRINCIPAL HOLDINGS
# Univ
Items of Tangible Personal Property(Various Dates/
0113012015 Inventoried 4,012.00
01/3012015 Distributed -4,012.00
0.00
Real Estate located at 906 Valley Road, East Pennsboro Twp, Cumberland County, PA
07/12/2013 Inventoried 94,000.00
04/18/2014 Sold -94,000.00
0.00
Total 0.00
- 14 -
SCHEDULE G
RECEIPTS OF INCOME
Interest/Bank
PNC Bank Estate Checking Account No. 50-0623-3772
08/26/2013 0.06
09/25/2013 0.05
10/25/2013 0.04
11/25/2013 0.03
12/26/2013 0.03
01128/2014 0.01
0.22
TOTAL BANK INTEREST 0.22
TOTAL RECEIPTS OF INCOME 0.22
- 15 -
INCOME BALANCE ON HAND
Current Value Fiduciary
01/30/2015 Acquisition
# Units Description or as Noted Value
Cash
PNC Estate Account 0.22 0.22
Total Cash 0.22 0.22
0.22 0.22
- 16 -
COMBINED BALANCE ON HAND
Current Value Fiduciary
01/30/2015 Acquisition
#Units Description or as Noted Value
Cash
PNC Estate Account 66,217.64 66,217.64
Total Cash 66,217.64 66,217.64
Assets
Items of Tangible Personal Property 4,012.00
Items of Tangible Personal Property(Various Dates) -4,012.00
Total Assets 0.00
66,217.64 66,217.64
- 17 -
PROPOSED DISTRIBUTIONS TO BENEFICIARIES
Current Value Fiduciary
01/30/2015 Acquisition
or as noted Value
TO:
Angela(a/k/a Angie) L. Banks 22,072.54
Christine L.Wiest, Beneficiary 22,072.54
Kevin Forgie, Beneficiary 22,072.56
66,217.64
Total 66,217.64
- 18 -
In the Court of Common Pleas of Cumberland County, Pennsylvania
Orphans' Court Division
File No. 21-13-0791
Estate of William C REICHERT, Deceased
Signature
Christine L WIEST, Executrix
- 19 -
r i
In the Court of Common Pleas of Cumberland County, Pennsylvania
Orphans' Court Division
File No. 21-13-0791
Estate of William C REICHERT Deceased
Verification
Christine L WIEST, Executrix under the Last Will and Testament of William C REICHERT,
Deceased, hereby declares under oath that she has fully and faithfully discharged the duties of 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 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:
Christine L WIEST, Executrix
- 20 -