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Home My WebLink About03-25-15 DECEDENT'S ESTATE _ M a rte, COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA--) ORPHANS' COURT DIVISION r ``' Y.;t CTI ESTATE OF CHESTER C WESTFALL, JR , DECEASED 4 cry � No. 21-13-1309 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. INCL UDE ATTACHMENTS AT THE BACK OF THIS FORM. Name of Counsel: David H Stone, Esquire Supreme Court I.D.No.: 39785 Name of Law Firm: Stone LaFaver& Shekletski Address: 414 Bridge Street,New Cumberland, PA 17070 Telephone: 717-774-7435 Fax: 717-774-3869 Form OC-01 rev. 10.13.06 Page I of 10 Estate of CHESTER C WESTFALL, JR , Deceased 1. Name(s) and address(es) of Petitioner(s): Name: Jean M Gross,Executrix Address: 7979 Lantern Drive Almont,MI 48003 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? . . . . . . . . . . . . . . . . . . . . . 0 Yes M No If not, identify prior accountings,the accounting periods covered, and the date of adjudication of the prior accounting. 2. Decedent died on December 11, 2013 ✓! Letters Testamentary or E]Letters of Administration were granted to Petitioner(s) on Date of Will (f applicable): August 16, 2012 Date(s) of Codicil(s) (f applicable): N/A Date of probate (if different from date Letters granted): December 11, 2013 Was a bond required?E]Yes MNo If yes, state amount: Are proofs of advertising of the grant of Letters attached? . . . . . . . . . 0 Yes El No Dates of advertising of the grant of Letters: Cumberland Law Journal-Jan 10, 17, & 24, 2014 The Sentinel-Jan 1, 8, 15, 2014 Form OC-01 rev. 10.13.06 Page 2 of 10 Estate of CHESTER C WESTFALL, JR , Deceased 3. Was decedent survived by a spouse? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . [:]Yes 0 No If yes, name of the surviving spouse: 4. Has the surviving spouse filed to take an elective share? . . . . . . . . . . . . . E]Yes 0 No (See Section 2201 etsem. 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): N/A 6. Did decedent marry after execution of Will or Codicil(s)? . . . . . . . . . . . 0 Yes ✓ No Were any children born to decedent after execution of Will or Codicil(s)? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . El Yes No If yes, give names and dates of birth: Name: Date of Birth.- 7. irth:7. If required by the Medical Assistance Estate Recovery Act, 62 P.S. § 1412, was a request for a statement of claim sent to the Department of Public Welfare? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . �Yes R] No Form OC-01 rev. 10.13.06 Page 3 of 10 Estate of CHESTER C WESTFALL, JR , Deceased 8. Written notice of the Audit as required by Pa. O.C. Rules 6.3, 6.7 and 6.8 has been or will be given to all parties in interest listed in item 9 below, all unpaid creditors and all claimants listed in item 10 below. In addition, notice of any questions requiring Adjudication as discussed in item 14 below has been or will be given to all persons affected thereby. A. If Notice has been given, attach a copy of the Notice as well as a list of the names and addresses of the parties receiving such Notice. B. If Notice is yet to be given, a copy of the Notice as well as a list of the names and addresses of the parties receiving such Notice shall be submitted at the Audit together with a statement executed by a Petitioner or counsel certifying that such notice has been given. C. If any person entitled to Notice is not sui juris(e.g., minors or incapacitated persons),Notice of the Audit has been or will be given to the appropriate representative on such party's behalf as required by Pa. O.C. Rule 5.2. D. If any charitable interest is involved,Notice of the Audit has been or will also be given to the Attorney General as required under Pa. O.C. Rule 5.5. In addition, the Attorney General's clearance certificate (or proof of service of Notice and a copy of such Notice) must be submitted herewith or at the Audit. 9. List all parties (charitable and non-charitable) of whom Petitioner(s) has/have notice or knowledge, having or claiming any interest in the estate as beneficiaries under the Will or Codicil(s) or as intestate heirs if there is a complete or partial intestacy: A. State each party's relationship to the decedent and the nature of each party's interest(s): Name and Address of Each Party in Interest I Relationship and Comments,if any I Interest Jean M Gross Daughter 33% 7979 Lantern Drive Almont, MI 48003 Linda Renee Silkowski Daughter 33% 511 Rutledge Drive Holly, MI 48442 Form OC-01 rev. 10,13.06 Page 4 of 10 Estate of CHESTER C WESTFALL, JR , Deceased Name and Address of Each Party in Interest I Relationship and Comments,if any I Interest Tania M Duncan Daughter 33% 1603 Howell Mtn Road Angwin, CA 94508 Virginia Carl-Smith Niece 1/7 of 1% 1809 Alyssa Lane Pottstown, PA 19465 *See attached for more benef 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. 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. N/A Form OC-01 rev. 10,13.06 Page 5 of 10 Estate of CHESTER C WESTFALL, A , Deceased 10. Other than the claim for the family exemption, list the names of all known claimants and the amount of their claims and state whether each claim is admitted. Name and Address of Each Claimant Amount of Claim Claim Will Claim Admitted? Be Paid In Full? N/A F7Yes Yes ONoFj DYes M Yes No ONo FlYes MYes FINo 0 No M7 Yes ElYes ONo E3No 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? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . E]Yes WINo Was family exemption allowed? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Yes 21No Family exemption claimant's name and relationship: Name: Relationship: Form OC-01 rev. 10.13.06 Page 6 of 10 Estate of CHESTER C WESTFALL, A , 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 3/5/14 52,000.00 9/5/14 9,172.72 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? . . . . . . . . . . . . . . . . . . . i Yes No If yes, provide the name of the estate, indicate whether an account has been filed and confirmed absolutely and all awards performed, or, in the alternative, how the decedent's estate will be discharged for the 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: N/A B. Has notice of the question requiring adjudication been given to the parties identified in Paragraph 9 above? . . . . . . . . . . . . . . . . . . M 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. Form OC-01 rev. 10.13.06 Page 7 of 10 Estate of CHESTER C WESTFALL, JR , Deceased 16. Had the decedent been adjudicated an incapacitated person? . . . . . . . . . . f7 Yes R] 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. N/A B. Has notice of the additional receipts and disbursements been given to the parties identified in Paragraph 9 above? . . . . . . . . . . . . . MYes 0 No 18. If a reserve is requested, state amount and purpose. Amount: 1,000.00 Purpose: Unknown expenses that might arise 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? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . r.3Yes t. No If so, attach a copy of the notice. 19. Is the Court being asked to direct the filing of a Schedule of Distribution? . . . . . . . . . . . . . . . . . . . . . . . . . . MYes ElNo As to real estate only? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . ,Yes M No Form OC-01 rev.10.13.06 Page 8 of 10 I Estate of CHESTER C WESTFALL, JR , Deceased Wherefore,your Petitioner(s) ask(s)that distribution be awarded to the parties entitled and suggest(s) that the distributive shares of income and principal (residuary shares being stated in proportions, not amounts) are as follows: A. Income: Proposed Distributee(s) AmountlProportion See attached B. Principal: Proposed Distributee(s) Amount/Proportion See attached Submitted By: (All petitioners must sign. Add additional lines if necessary): e4,4,- k. EX Q.&C-1-ox, Nim of Petitioner: teM Gross, Executrix Name of Petitioner: Form OC-01 rev. 10.13.06 Page 9 of 10 Estate of CHESTER C WESTFALL, JR Deceased Verification of Petitioner (Verification must be by at least one petitioner.) The undersigned hereby verifies * [that helshe is title of the above-named name of corporation and] that the facts set forth in the foregoing Petition for Adjudication/ Statement of Proposed Distribution which are within the personal knowledge of the Petitioner are true, and as to facts based on the information of others, the Petitioner, after diligent inquiry, believes them to be true; and that any false statements herein are made subject to the penalties of 18 Pa. C.S. § 4904 (relating to unsworn falsification to authorities). ignature of Peti `o er *Corporate petitioners must complete bracketed information. Certification of Counsel The undersigned counsel hereby certifies that the foregoing Petition for Adjudication/ Statement of Proposed Distribution is a true and accurate reproduction of the form Petition authorized by the Supreme Court, and that no changes to the form Jbeene beyond the responses herein. Si ture o unse r Petitioner Form OC-01 rev. 10.13.06 Page 10 of 10 Estate of Chester C. Westfall, Jr Petition for Adjudication #9 A Beneficiaries Con' t NAME RELATIONSHIP INTEREST Fred Carl Nephew 1/7 OF 1% OF RESIDUE 48 Gallant Fox Dr Media, PA 19063 Margaret Curtis Niece 1/7 OF 1% OF RESIDUE 610 Wyndam Circle Keller, TX 76248 Catherine Jackson Niece 1/7 OF 1% OF RESIDUE 19251 Spanish Needle Dr Houston, TX 77084 David Lasek Nephew 1/7 OF 1% OF RESIDUE 822 Chapel Road Royersford, PA 19468 Edward Lasek Nephew 1/7 OF 1% OF RESIDUE 140 Erdenheim Road Erdenheim, PA 19038 Virginia Kraft Niece 1/7 OF 1% OF RESIDUE 4114 Island Terrace Ct Florissant, MO 63034 List of Distributees as stated on Page 9 of Adjudication PRINCIPAL AND INCOME NAME AMOUNT/PROPORTION Jean M. Gross 330-. OF RESIDUE Linda Renee Silkowski 33% OF RESIDUE Tania M. Duncan 33% OF RESIDUE Virginia Carl-Smith 1/7 OF 1% OF RESIDUE Fred Carl 1/7 OF 1% OF RESIDUE Margaret Curtis 1/7 OF 1% OF RESIDUE Catherine Jackson 1/7 OF 1% OF RESIDUE David Lasek 1/7 OF 1% OF RESIDUE Edward Lasek 1/7 OF 1% OF RESIDUE Virginia Kraft 1/7 OF 1% OF RESIDUE IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY,PA. ORPHANS'COURT DIVISION FILE NO.21-13-1309 FIRST AND FINAL ACCOUNT OF JEAN M GROSS Executrix For ESTATE OF CHESTER C WESTFALL,JR,Deceased of New Cumberland Borough,Cumberland County,PA Date of Death: December 11,2013 Date of Executrix's Appointment December 19,2013 Date of First Complete Advertising: January 01,2014 Accounting for the Period: December 11,2013 to February 27,2015 Purpose of Account:The 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,questions or objections can be discussed with: DAVID H STONE,ESQUIRE 414 BRIDGE STREET NEW CUMBERLAND,PA 17070- (717)774-7435 Supreme Court I.D.No.39785 r Crl 1 _13 R Cil l SUMMARY OF ACCOUNT PAGES PRINCIPAL Receipts 3-6 $1,476,042.78 Adjustments to Carrying Values 7 (7.27) Net Gain(or Loss)on Sales or Other Dispositions 8 -49.23 1,475,993.55 Less Disbursements Administration Cost 9 1,304.32 Federal and State Taxes 9 61,896.72 Fees&Commissions 9 15,000A0 Funeral Expenses 9 3,085.28 Miscellaneous Expenses 10 11,863.75 Property Costs I 1 1,090.00 Selling Costs 11 17,992.15 -$112,232.22 Balance before Distributions 1,363,761.33 Distribution to Beneficiaries 12-15 1,363,761.33 Principal Balance on Hand 0.00 For Information: Investments Made Changes in Holdings 16-19 INCOME Receipts 20-22 1,434.43 Net Gain or Loss 0.00 Less Disbursements 0.00 Balance Before Distributions 1,434.43 Distributions to Beneficiaries 0.00 Income Balance on Hand 0.00 COMBINED BALANCE ON HAND 0.00 Verification 23 2 PRINCIPAL RECEIPTS Assets Listed.in Inventory (Valued as of Date of Death) Cash and Cash Equivalents Comonwealth of PA-refund on decedents 2013 $350.00 PA40 Cumberland County-refund 100.00 Fulton Barik-Cert of Deposit#000-0386816,Princ 10,159.20 $10,159.20,Int$7.27. Fulton Bank-Cert of Deposit#000-0386816— 7.27 Accrued Int; Fulton Bank-Cert of Deposit#052-0361667,Princ 15,333.45 $15,333-.45;.Int$23.21 Fulton Bank-Cert of Deposit#052-0361667— 23.21 Accrued,Int, Fulton-Bank'Checking Acct#3622-71612,joint 11,601.34 wNirigina H Westfall(Spouse predeceased decedent) Members 1st FCU-Cert of Deposit#29261-42, 69,069.72 Princ$69,069.72,Int.$11.35 Members l st FCU-Cert of Deposit#29261-427 11.35 Accrued Int, Members 1 st FCU-Cert of Deposit#29261-43, 33,486.98 Princ$33,486:98,Int$5.05` Members Ist FCU-Cert'ofDeposit#29261-43— ''5.05 Accrued Int, Members 1st FCU-Cert of Deposit#29261-46, 20,067.09 Princ$20,067.09,Int$3.02 Members I st FCU-Cert of Deposit#29261-46— 3.02 Accrued Int, Members 1 st FCU-Cert of Deposit#29261-48; 28,341.10 Princ$28,341.10,Int$4.27 Members l st FCU-Cert of Deposit#29261-48— 4.27 Accrued Int, Members Ist FCU-Cert of Deposit#29261-49, 300,661.18 Princ$300,661.18;Int$110.38 Members 1st FCU-Cert of Deposit#29261-49— 110.38 Accrued Int, Members 1 st FCU-Cert of Deposit#29261-50, 100,106:87 Princ$100,106.87,Int$17.83 Members 1 st FCU-Cert of Deposit 429261-50— 17.83 Accrued Int, Members 1 st FCU-Cert of Deposit#29261-59, 63,603.80 Princ$63,603.80,Int$17.43 Members 1 st FCU-Cert of Deposit#29261-59— 17.43 Accrued Int, Members 1 st FCU-Cert of Deposit#29261-60, 100,150.74 Princ$100,150.74,Int$27.44 Members 1 st FCU-Cert of Deposit#29261-60— 27.44 Accrued Int, 3 � a – >^ 'k-I r ..!- aS�; qt v,^s.x 4""'f Y�:+1!.�- S: P� -.ti R_""x F S"�k;SC"y ...xa-..:s�. �"�. S..ce v.r. ��.�S. {.`�� r +. , i PRINCIPAL GAINS OR LOSSES ON SALES OR OTHER DISPOSITIONS GAIN LOSS 01/08/2014 111.0000 Shares Hershey Creamery Company stock Net Proceeds $194,805.00 Fiduciary Acquisition Value 194,805.00 02/28/2014 50.0000 Shares Met-Life Inc.stock Net Proceeds 2,533.52 Fiduciary Acquisition Value 2,582.75 49.23 TOTALS $0.00 ($49.23) NET LOSS TRANSFERRED TO SUMMARY ($49.23) 8 ,.q � �. - ., r � �. . .. � � �� DISBURSEMENTS OF PRINCIPAL ADMINISTRATION COST 12/16/2013 Verizon-service at property $132.75 12/26/2013 PPL-electric at property 143.29 12/27/2013 PAWC-water service at property 41.11 01/09/2014 PNC Bank-check order fee 5.00 01/13/2014 PPL-electric service at property 146.63 01/13/2014 PAWC-Water service at property 36.17 01/14/2014 Verizon-service at property 133.81 01/16/2014 PNC Bank-check printing fee 5.00 01/22/2014 PNC Bank-check images in statement fee 3.00 02/05/2014 Verizon-service at property 133.97 02/24/2014 PPL-electric service at property 149.28 02/28/2014 PAWC-Water service at property 36.13 03/06/2014 PNC Bank-check printing fee 13.73 03/10/2014 PPL-electric service at property 156.69 04/07/2014 PAWC-Water service at property 30.00 04/09/2014 PPL-electric at property 81.03 04/17/2014 PPL-final electric at property 13.78 04/22/2014 PAWC-final water service at property 42.95 $1,304.32 FEDERAL AND STATE TAXES 03/04/2014 Register of Wills Agent-on acct of Inh tax paid 52,000.00 04/08/2014 US Treasury-taxes due on dec 2013 1040A 724.00 09/02/2014 Register of Wills Agent-bal due on Inh tax 9,172.72 61,896.72 FEES&COMMISSIONS 09/02/2014 Stone LaFaver&Shekletski-on acct of Atty fee 7,500.00 02/27/2015 Stone LaFaver&Shekletski-bal due on Atty fee 7,500.00 15,000.00 FUNERAL EXPENSES 12/13/2013 Parthemore Funeral Home-funeral expenses 3,085.28 3,085.28 9 DISBURSEMENTS OF PRINCIPAL (Continued) FORWARD $82,219.82 MISCELLANEOUS EXPENSES 12/13/2013 Register of Wills-probate costs 933.50 12/13/2013 Register of Wills-additional short certificates 30.00 12/14/2013 Tania Duncan-Reimb for airplane tickets 1,000.00 12/15/2013 Rita-Reimb for supplies(shredder etc) 50.00 12/17/2013 Jean Gross-Reimb for gas and house sitting 300.00 12/19/2013 Eddie and Suzy Lasck-dist made w/benef approval 500.00 12/19/2013 David Lasck-dist made w/benef approval 500.00 12/19/2013 Fred or Jean Carl-dist made w/benef approval 500.00 12/28/2013 Jean Gross-Reimb for gas,tolls and cat sitting 250.00 12/30/2013 WC Eshenaur&Son-fuel oil for property 194.89 01/05/2014 USAA Savings Bank-reimb of check issued 432.37 01/13/2014 Jean Gross-Reimb for moving expenses 2,374.02 01/14/2014 Jean Gross-Reimb for pet/house sitting 100.00 01/14/2014 Jean Gross-Reimb for travel expenses 396.05 01/14/2014 Jean Gross-Reimb for travil expenses 508.15 01/29/2014 Stone LaFaver&Shekletski-Reimb on fedex 20.00 01/29/2014 Stone LaFaver&Shekletski-Reimb on Sentinel adv 190.54 01/29/2014 Stone LaFaver&Shekletski-adv in Cumb Law 75.00 02/13/2014 WC Eshenaur&Son-oil for property 250.04 02/21/2014 Jean Gross-Reimb for postage and traveling exp 582.05 02/24/2014 New Cumberland Boro-sewer and trash at property 115.24 02/27/2014 Check written by decedent prior to death 21.50 03/07/2014 Jean Gross-Reimb for overnight postage 19.99 03/10/2014 WC Eshenaur&Son-oil for property 316.03 04/01/2014 Jean Gross-toll fees from 12-15-13 33.10 04/02/2014 Jean Gross-Reimb for supplies 47.69 04/02/2014 Jean Gross-Reimb for postage for prop settlmt 5.75 04/17/2014 B&B Crassy Cars-battery and service on auto 162.84 02/27/2015 Stone LaFaver&Shekletski-Reimb for 2 fed ex 40.00 02/27/2015 Register of Wills-filing F&F Account 915.00 02/27/2015 Reserve for closing expenses 1,000.00 11,863.75 10 • . �. :. �. . . ' .,�, '`. r ;.,r .. ..1. '... .. - !t r .. .. G } - _ ... .l .y. . � .. _, J: DISBURSEMENTS OF PRINCIPAL (Continued) FORWARD $93,210.07 PROPERTY COSTS 12/15/2013 Don Russell-snow removal at property 60.00 12/17/2013 Don Russell-snow removal at property 100.00 12/28/2013 Don Russell-snow removal at property 80.00 01/28/2014 Don Russell-snow removal and help at property 200.00 01/28/2014 Don Russell-snow removal and help at property 180.00 01/28/2014 Alpine Tree-tree removal from storm 150.00 02/06/2014 Don Russell-snow removal at property 160.00 02/21/2014 Don Russell-snow removal at property 160.00 1,090.00 SELLING COSTS 04/11/2014 Selling costs($19148.39)less reimb($1156.15) 17,992.15 17,992.15 TOTAL DISBURSEMENTS OF PRINCIPAL $112,232.22 ll .. � .. .f, .. � rd' t,-, .. - _ .. � �' L. .�� .. ,. r � - .. - - � � ) l - .. ` � DISTRIBUTIONS OF PRINCIPAL TO BENEFICIARIES TO:CATHERINE JACKSON Residue of estate 02/27/2015 PNC Bank-Estate Checking Acct#5115861946 $1,948.23 Distribute cash in the amount of$1,948.23 to CATHERINE JACKSON TO:DAVID LASEK Residue of estate 02/27/2015 PNC Bank-Estate Checking Acct#5115861946 1,948.23 Distribute cash in the amount of$1,948.23 to DAVID LASEK TO:EDWARD LASEK Residue of estate 02/27/2015 PNC Bank-Estate Checking Acct#5115861946 1,948.23 Distribute cash in the amount of$1,948.23 to EDWARD LASEK TO: FRED CARL Residue of estate 02/27/2015 PNC Bank-Estate Checking Acct#5115861946 1,948.23 Distribute cash in the amount of$1,948.23 to FRED CARL 12 l � �. .. � .. � ,� 4 t f . � .. .,b, - - ,. a .. -;ti TO:JEAN M GROSS Partial distribution 12/17/2013 PNC Bank-Checking Acct#5140068018 Distribute 10,000.00 cash in the amount of$10,000.00 to JEAN M GROSS 04/16/2014 PNC Bank-Estate Checking Acct#5115861946 100,000.00 Distribute cash in the amount of$100,000.00 to JEAN M GROSS 02/21/2014 PNC Bank-Cert of Deposit#31700295160 Distribute 12,063.40 cash in the amount of$12,063.40 to JEAN M GROSS 02/21/2014 PNC Bank-Checking Acct#5140068018 Distribute 15,000.00 cash in the amount of$15,000.00 to JEAN M GROSS 01/21/2014 PNC Bank-Estate Chking Acct#51-1586-2594 50,000.00 Distribute cash in the amount of$50,000.00 to JEAN M GROSS 02/21/2014 PNC Bank-Cert of Deposit#31400329933 Distribute 73,129.96 cash in the amount of$73,129.96 to JEAN M GROSS 02/21/2014 PNC Bank-Estate Checking Acct#5115861946 79,742.75 Distribute cash in the amount of$79,742.75 to JEAN M GROSS 02/21/2014 PNC Bank-Cert of Deposit#31100369175 Distribute 85,063.89 425,000.00 cash in the amount of$85,063.89 to JEAN M GROSS TO:JEAN M GROSS Residue of estate 02/27/2015 PNC Bank-Estate Checking Acct#5115861946 25,041.24 Distribute cash in the amount of$25,041.24 to JEAN M GROSS 13 TO: LINDA RENEE SILKOWSKI Partial distribution 12/17/2013 PNC Bank-Checking Acct#5140068018 Distribute 10,000.00 cash in the amount of$10,000.00 to LINDA RENEE SILKOWSKI 04/16/2014 PNC Bank-Estate Checking Acct#5115861946 100,000.00 Distribute cash in the amount of$100,000.00 to LINDA RENEE SILKOWSKI 02/21/2014 PNC Bank-Checking Acct 95140068018 Distribute 15,000.00 cash in the amount of$15,000.00 to LINDA RENEE SILKOWSKI 02/21/2014 PNC Bank-Estate Checking Acct#5115861946 250,000.00 Distribute cash in the amount of$250,000.00 to LINDA RENEE SILKOWSKI 02/04/2015 PNC Bank-Estate Chking Acct#51-1586-2594 50,000.00 425,000.00 Distribute cash in the amount of$50,000.00 to LINDA RENEE SILKOWSKI TO: LINDA RENEE SILKOWSKI Residue of estate 02/27/2015 PNC Bank-Estate Checking Acct#5115861946 25,041.24 Distribute cash in the amount of$25,041.24 to LINDA RENEE SILKOWSKI TO:MARGARET CURTIS Residue of estate 02/27/2015 PNC Bank-Estate Checking Acct#5115861946 1,948.23 Distribute cash in the amount of$1,948.23 to MARGARET CURTIS TO:TANIA M DUNCAN Car value as distribution 02/25/2014 2001 Buick Park Avenue at Kelley Blue book value 2,725.00 Distribute$2,725.00 to TANIA M DUNCAN 14 _, ' ,. , 1 - .. ��` TO: TANIA M DUNCAN Partial distribution 01/12/2014 PNC Bank-Estate Chking Acct#51-1586-2594 10,000.00 Distribute cash in the amount of$10,000.00 to TANIA M DUNCAN 04/16/2014 PNC Bank-Estate Checking Acct#5115861946 100,000.00 Distribute cash in the amount of$100,000.00 to TANIA M DUNCAN 02/21/2014 PNC Bank-Checking Acct#5140068018 Distribute 15,000.00 cash in the amount of$15,000.00 to TANIA M DUNCAN 02/21/2014 PNC Bank-Estate Checking Acct#5115861946 250,000.00 Distribute cash in the amount of$250,000.00 to TANIA M DUNCAN 01/15/2014 PNC Bank-Estate Chking Acct#51-1586-2594 50,000.00 425,000.00 Distribute cash in the amount of$50,000.00 to TANIA M DUNCAN TO: TANIA M DUNCAN Residue of estate 02/27/2015 PNC Bank-Estate Checking Acct#5115861946 22,316.24 Distribute cash in the amount of$22,316.24 to TANIA M DUNCAN TO: VIRGINIA CARL-SMITH Residue of estate 02/27/2015 PNC Bank-Estate Checking Acct#5115861946 1,948.23 Distribute cash in the amount of$1,948.23 to VIRGINIA CARL-SMITH TO:VIRGINIA KRAFT Residue of estate 02/27/2015 PNC Bank-Estate Checking Acct#5115861946 1,948.23 Distribute cash in the amount of$1,948.23 to VIRGINIA KRAFT TOTAL DISTRIBUTIONS OF PRINCIPAL TO BENEFICIARIES $1,363,761.33 15 CHANGES IN PRINCIPAL HOLDINGS ACCOUNT VALUE 2001 Buick Park Avenue at Kelley Blue book value 12/11/2013 Inventoried Value $2,725.00 02/25/2014 Distribute$2,725.00 to TANIA M DUNCAN -$2,725.00 No Longer Held $0.00 Fulton Bank-Cert of Deposit#000-0386816-Accrued 12/11/2013 Inventoried Value 7.27 01/02/2014 Value decreased from$7.270 to$.000 -$7.27 No Longer Held $0.00 Fulton Bank-Cert of Deposit#052-0361667-Accrued 12/11/2013 Inventoried Value 23.21 01/02/2014 Transfer$23.210 principal to PNC Bank-Estate Chking -$23.21 Acct#51-1586-2594 No Longer Held $0.00 Hershey Creamery Company stock 12/11/2013 111 Shares 194,805.00 01/08/2014 111 Shares Sold,carried at$1,755.00 each -$194,805.00 No Longer Held $0.00 Members 1 st FCU-Cert of Deposit#29261-42-Accrue 12/11/2013 Inventoried Value 11.35 01/02/2014 Transfer$11.350 principal to Members 1 st FCU-Cert of -$11.35 Deposit#29261-42 No Longer Held $0.00 Members 1 st FCU-Cert of Deposit#29261-43 -Accrue 12/11/2013 Inventoried Value 5.05 01/02/2014 Transfer$5.050 principal to Members 1 st FCU-Cert of -$5.05 Deposit#29261-43 No Longer Held $0.00 16 '� � , '� � „. .. �e .. :; ,. . .. T , . . � ._ ,, �� a; , ,, t '. �� ,. _ _ ��. - '�. .. ! ... .� °A', }, - � .t . ..... CHANGES IN PRINCIPAL HOLDINGS (Continued) ACCOUNT VALUE Members I st FCU-Cert of Deposit#29261-46—Accrued Int 12/11/2013 Inventoried Value 3.02 01/02/2014 Transfer$3.020 principal to Members 1 st FCU-Cert of -$3.02 Deposit#29261-46 No Longer Held $0.00 Members 1 st FCU-Cert of Deposit#29261-48—Accrued Int 12/11/2013 Inventoried Value 4.27 01/02/2014 Transfer$4.270 principal to Members 1 st FCU-Cert of -$4.27 Deposit#29261-48 No Longer Held $0.00 Members 1 st FCU-Cert of Deposit#29261-49—Accrued Int 12/11/2013 Inventoried Valued 110.38 01/02/2014 Transfer$110.380 principal to Members 1st FCU-Cert of -$110.38 Deposit#29261-49 No Longer Held $0.00 Members 1st FCU-Cert of Deposit#29261-50—Accrued Int 12/11/2013 Inventoried Value 17.83 01/02/2014 Transfer cash in the amount of$55.26 from Members 1st -$17.83 FCU-Cert of Deposit#29261-50-Accrue to Members 1 st FCU-Cert of Deposit#29261-50 No Longer Held $0.00 Members 1 st FCU-Cert of Deposit#29261-59—Accrued Int 12/11/2013 Inventoried Value 17.43 01/02/2014 Transfer$17.430 principal to Members 1 st FCU-Cert of -$17.43 Deposit#29261-59 No Longer Held $0.00 Members 1 st FCU-Cert of Deposit#29261-60—Accrued Int 12/11/2013 Inventoried Value 27.44 01/02/2014 Transfer$27.440 principal to Members 1st FCU-Cert of -$27.44 Deposit#29261-60 No Longer Held $0.00 17 �. � .. � � .k �X , .. t, ., i J ;.� - - '< ,. � ' CHANGES IN PRINCIPAL HOLDINGS (Continued) ACCOUNT VALUE Members I st FCU-Cert of Deposit#29261-61 —Accrued Int 12/11/2013 Inventoried Value 1.89 01/02/2014 Transfer$1.890 principal to Members 1 st FCU-Cert of -$1.89 Deposit#29261-61 No Longer Held $0.00 Members 1st FCU-Cert of Deposit#29261-62—Accrued Int 12/11/2013 Inventoried Value 17.58 01/02/2014 Transfer$17.580 principal to Members 1st FCU-Cert of -$17.58 Deposit#29261-62 No Longer Held $0.00 Members 1st FCU-Savings Acct#29261-00-Accrued Int 12/11/2013 Inventoried Value 1.63 01/02/2014 Transfer$1.630 principal to Members 1st FCU-Savings -$1.63 Acct#29261-00 No Longer Held $0.00 Met-Life Inc.stock 12/11/2013 50 Shares 2,582.75 02/28/2014 50 Shares Sold,carried at$51.66 each -$2,582.75 No Longer Held $0.00 18 CHANGES IN PRINCIPAL HOLDINGS (Continued) ACCOUNT VALUE Personal propeM sold by Cordier Auctions 12/11/2013 Inventoried Value 477.04 04/04/2014 Transfer cash in the amount of$353.60 from Personal -$353.60 property sold by Cordier Auctions to PNC Bank-Estate Checking Acct#5115861946 Carried at $123.44 04/22/2014 Transfer cash in the amount of$55.24 from Personal -$55.24 property sold by Cordier Auctions to PNC Bank-Estate Checking Acct#5115861946 Carried at $68.20 05/14/2014 Transfer cash in the amount of$68.20 from Personal -$68.20 property sold by Cordier Auctions to PNC Bank-Estate Checking Acct#5115861946 No Longer Held $0.00 Property located at 817 Third St New Cumberland 12/11/2013 Inventoried Value 170,000.00 04/11/2014 Transfer cash in the amount of$170,000.00 from -$170,000.00 Property located at 817 Third St New Cumberland to PNC Bank-Estate Checking Acct#5115861946 No Longer Held $0.00 19 RECEIPTS OF INCOME Fulton Bank-Cert of Deposit#052-0361667—Accrued Int 01/02/2014 Interest Income $2.65 Fulton Bank-Checking Acct#3622-71612 01/02/2014 Interest Income 1.56 Hershey Creamery Company stock 01/08/2014 Dividend Income 821.40 Members I st FCU-Cert of Deposit#29261-42 01/02/2014 Interest Income 1.14 Members 1 st FCU-Cert of Deposit#29261-42—Accrued Int 01/02/2014 Interest Income 23.85 Members 1 st FCU-Cert of Deposit#29261-43 01/02/2014 Interest Income 0.50 Members 1st FCU-Cert of Deposit#29261-43—Accrued Int 01/02/2014 Interest Income 10.59 Members 1 st FCU-Cert of Deposit#29261-46 01/02/2014 Interest Income 0.30 Members 1st FCU-Cert of Deposit#29261-46—Accrued Int 01/02/2014 Interest Income 6.35 Members 1st FCU-Cert of Deposit#29261-48 01/02/2014 Interest Income 0.43 Members 1 st FCU-Cert of Deposit#29261-48—Accrued Int 01/02/2014 Interest Income 8.97 Members 1 st FCU-Cert of Deposit 429261-49 01/02/2014 Interest Income 11.05 Members 1 st FCU-Cert of Deposit#29261-49—Accrued Int 20 �. - ., .. i ., - t � .. _ - _ - .. ..v� ., 4 RECEIPTS OF INCOME (Continued) 01/02/2014 Interest Income 231.80 Members 1 st FCU-Cert of Deposit#29261-50 01/02/2014 Interest Income 1.78 Members 1 st FCU-Cert of Deposit#29261-50—Accrued Int 01/02/2014 Interest Income 37.43 Members 1 st FCU-Cert of Deposit#29261-59 01/02/2014 Interest Income 1.74 Members 1 st FCU-Cert of Deposit#29261-59—Accrued Int 01/02/2014 Interest Income 36.59 Members 1 st FCU-Cert of Deposit#29261-60 01/02/2014 Interest Income 2.75 Members 1 st FCU-Cert of Deposit#29261-60—Accrued Int 01/02/2014 Interest Income 57.62 Members 1st FCU-Cert of Deposit#29261-61 01/02/2014 Interest Income 0.19 Members 1 st FCU-Cert of Deposit#29261-61 —Accrued Int 01/02/2014 Interest Income 3.97 Members 1 st FCU-Cert of Deposit#29261-62 01/02/2014 Interest Income 1.76 Members 1 st FCU-Cert of Deposit#29261-62 Accrued Int . 01/02/2014 Interest Income 36.92 Members Ist FCU-Savings Acct#29261-00 01/02/2014 Interest Income 0.16 Members 1st FCU-Savings Acct#29261-00-Accrued Int 01/02/2014 Interest Income 3.43 Met-Life Inc.stock 21 ` RECEIPTS OFINCOME (Continued) l2/12/13/2013 DividendIncome 1375 03/13/2014 Dividend Income 1375 27.50 PNC Bank-Cert of DWosit#31100369175 02/21/2014 Interest Income 82.31 PNC Bank-Checking Acct#5140068018 01/07/2014 Interest Income 0.37 02/06/201420l4 Interest Income O/48om� ` 03/06/201403/06/2014 Interest0 lncomo .38 ' 004/04/201404/04/2014 Interest Ol6lncomn � 05/86/20/4 Interest Income 0.13 06/05/2014 Interest Income 0.12 07/07/2014 Interest8 |ncomo .13 11/06/2014�2Ol4 Interest IncomeO m� .37 2.14 PNC-----�-�—� 02/21/2014 Interest� � 5 r Income -l 03/24/2014 Interest lnoumo 3.92 04/22/2014 Interest 2 luoomu .}5 05/22/2014 Interest Income 078 06/23/2014 Interest Income 0.84 08/222814 Interest Income 1.57 09/23/2014 lotmO ou�lnoom� .78 lO/10/23/2014 InterestO7l |ncomc . 10/30/20144 InterestO louomo .16 1642 PNC Bank-Estate Chking Acct#51-1586-2594 1.13 03/01/2014 Interest Income � TOTAL RECEIPTS OPINCOME ` 22 _ _ _ _-r . . . - � i. I i 2:\EP\WILLS,Westfall.Jr.Chester.wpd i LAST WILL AND TESTAMENT OF CHESTER C. WESTFALL, JR. I, CHESTER C. WESTFALL, JR. , of the Borough of New Cumber'.-and, Cumberland County, Pennsylvania, declare this to be my last w-ll and revoke any will previously made by me . TEM I : I direct that my Executrix hereinafter named shall pay all my just debts and funeral expenses as soon as conveniently may be done after my decease from the residue of my estate. ITEM II : I devise and bequeath the residue of my estate, of every nature and wherever situate, as follows : A. Thirty-three (33%) percent to my daughter, JEAN M. GROSS, if living, or in default thereof, to her issue, per stirpes . B. Thirty-three (33%) percent to my daughter, LINDA RENEE SILKOWSKI, if living, or in default thereof, to her issue, per st:i rpes . C. Thirty-three (33%) percent to my daughter, TANIA M. DUNCCAN, if living, or in default thereof, to her issue, per stirpe . D. One (1%) percent to the following named nieces and nephew , who survive me, VIRGINIA CARL, FRED CARL, MARGARET CURTIS,. CATHERINE JACKSON, DAVID LASEK, EDWARD LASEK and VIRGINIA KRAFT. Page 1 of 3 n .. � � I'"EM III : I appoint my_ Executrix and her successors guardian of any property which passes, either under this will or otherwise, to a minor and with respect to which I am authorized to appoint a guardian and have not otherwise specifically done so, provided that this appointment of a guardian shall not supersede the right of any fiduciary in its discretion to distribute a share where possible .to the minor or to another for the minor ' s benefit .- - Such guardian shall have the power to use principal as well as income from time to time for the minor ' s -support and education (including college education, both graduate and undergraduate) without regard to his or her parent ' s ability to provide for such support and educatLon, or to make payment for these purposes, without further responsibility, to the minor or to the minor' s parent or to any person taking care of the minor. ITEM IV: I appoint my daughter, JEAN M. GROSS, Executrix of this my last will . I'1iEM V: No fiduciary acting hereunder shall be required to post bond or enter security for the faithful performance of his or her duties in any jurisdiction. IF WITNESS WHEREOF, I, CHESTER C. WESTFAL��L,nn JR. , have hereunto set my hand and seal this day of 2012 . CHESTER C. WESTFAL 'JR. Page 2 of 3 .. . 1 I . . ., d �, PROOF OF PUBLICATION State of Pennsylvania, County of Cumberland Patrick Doane,Production Director, of The Sentinel, of the County and State aforesaid, being duly sworn, deposes and says that THE SENTINEL, a newspaper of general circulation in the Borough of Carlisle, County and State aforesaid, was established December 13th, 1881, since which date THE SENTINEL has been regularly issued in said County, and that the printed notice or publication attached hereto is exactly the same as was printed and published in the regular editions and issues of THE SENTINEL on the following day(s): January 1,8, 15, 2014. COPY OF NOTICE OF PUBLICATION EXECUTORS NOTICE Affiant further deposes that he/she is not Letters Testamentary on the Estate of,CHESTER C.WESTFALL,JR.,late of interested in the subject matter Of the New Cumberland Borough,Cumberland County and Commonwealth of 1 Pennsylvania,deceased,have been granted to the undersigned. aforesaid notice Or advertisement, and that All persons indebted to the said Estate are requested to make immediate Oln all allegations in the fore statement as payment and-those having claims will present them without delay to: g foregoing Jean M.Gross to time,place and character of publication 7979 Lantern Drive are true. Almont,Ml 48003 David H.Stone,Esquire ^\ Stone LaFaver&Shekletski P.O.Box E New Cumberland,PA 17070 Sworn to and subscribed before me this 15'-h dau 01 L [064Not Public My commission expires: COMMONWEALTH OF PENNSYLVANIA Notarial seal Emy Bethany M.Holtry,NOW Y Public Carlisle 80%Cumberland County MEM ER PENNS'S"O''Eire Sept 26,2015 SSOCIATION OF NOTAlriES 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: January 10, January 17, and January 24, 2014 Affiant further deposes that he is authorized to verify this statement by the Cumberland Law Journal, a legal periodical of general circulation, and that he is not interested in the subject matter of the aforesaid notice or advertisement, and that all allegations in the foregoing statements as to time,place and character of publication are true. isa Marie Coyne, FAitor SWORN TO AND SUBSCRIBED before me this 24 day of January, 2014 C_ Notary westfall,Chester C.,Jr., decd. Late of New Cumberland Borough. Executrix: Jean M. Gross, 7979 Lantern Drive,Almont,MI 48003. NOTARIAL SEAT_ Attorneys: David H. Stone, Es- DEBORAH A COLLINS quire, Stone LaFaver & Shek- Notary!'COL letski, P.O. Box E, New Cumber- ublic land, PA 17070. CARLISLE BOROUGH,CUMBERLAND COUNTY My Commission Expires Apr 28,2014 _ - � *, S Proposed Distribution for the Estate of Chester C. Westfall, Jr. Distribution of Estate $1, 363,761. 33 Jean M. Gross Cash Dist . made $425, 000 . 00 Balance to distribute 25, 041 . 24 Total Distribution $450, 041.24 Linda Renee Silkowski Cash Dist . made $425, 000 . 00 Balance to distribute 25, 041 . 24 .=, Total Distribution $450, 041.24 i- Tania M. Duncan ._ _" Cash Dist . made $425 , 000 . 00 , Car distributed 2, 725 . 00 Balance to distribute 22, 316 . 24 Total Distribution $450, 041.24 ti-► G' c' Virginia Carl Total Distribution $ 1, 948.23 Fred Carl Total Distribution $ 1, 948 .23 Margaret Curtis Total Distribution $ 1, 948.23 Catherine Jackson Total Distribution $ 1, 948 .23 David Lasek Total Distribution $ 1, 948 .23 Edward Lasek Total Distribution $ 1, 948 .23 Virginia Kraft Total Distribution $ 1, 948. 23 Total Distribution $1, 363, 761. 33 Balance in account $ . 00