HomeMy WebLinkAbout03-26-15 DECEDENT'S ESTATE
COURT OF COMMON PLEAS OF
CUMBERLAND COUNTY, PENNSYLVANIA
ORPHANS' COURT DIVISION
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ESTATE OF DONNA J. FRITZ , DECEA Ea `' M
No. 21-13-1009 ; • h�
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PETITION FOR ADJUDICATION
STATEMENT OF PROPOSED DISTRIBUTION 0
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: Michael L. Bangs
Supreme Court I.D. No.: 41263
Name of Law Firth: Bangs Law Office, LLC
Address: 429 South 18th Street, Camp Hill, PA 17011
Telephone: 717-730-7310
Fax: 717-730-7374
Form OC-01 rev. 10.13.06 Page 1 of 10
Estate of DONNA J. FRITZ , Deceased
1. Name(s) and address(es) of Petitioner(s):
Name. Michael L.Bangs,Esquire
Address. 429 South 18th Street
Camp Hill,PA 17011
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? . . . . . . . . . . . . . . . . . . . . . JI Yes 0 No
If not, identify prior accountings,the accounting periods covered, and the date of
adjudication of the prior accounting.
2. Decedent died on June 24, 2013
Q Letters Testamentary or ✓I Letters of Administration were granted to Petitioner(s) on
April 16. 2014
Date of Will (if applicable): July 24, 1978
Date(s) of Codicil(s) (if applicable): N/A
Date of probate (if different from date Letters granted): 11/22/13
Was a bond required? Yes 0 No If yes, state amount:
Are proofs of advertising of the grant of Letters attached? . . . . . . . . . 0 Yes 0 No
Dates of advertising of the grant of Letters: Cumberland Law Journal: 5/30/14
6/6/14 and 6/13/14; The Patriot News: 5/27/14, 6/3/14 and 6/10/14
Form OC-01 rev. 10.13.06 Page 2 of 10
Estate of DONNA J. FRITZ Deceased
3. Was decedent survived by a spouse? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 0 Yes No
If yes, name of the surviving spouse:
4. Has the surviving spouse filed to take an elective share? . . . . . . . . . . . . . F1 Yes Q No
(See Section 2201 et L . 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)? . . . . . . . . . . . E]Yes 01 No
Were any children born to decedent after execution of
Will or Codicil(s)? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . M 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? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Wil Yes No
Form OC-01 rev. 10.13.06 Page 3 of 10
Estate of DONNA J. FRITZ , 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 parry'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
Jodi A. Fritz Daughter one-half of estate
JAF Station
P.O. Box 8067
New York,NY 10001
Robert J. Fritz Son one-half of estate
105 Kings Highway
Marysville, PA 17053
Form OC-01 rev. 10.13.06 Page 4 of 10
Estate of DONNA J. FRITZ Deceased
Name and Address of Each Party in Interest I Relationship and Comments,if any I Interest
B. Identify each party who is not suijuris (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 (Lee Pa. 0.C Rule 12.4).
N/A
D. If distribution is to be made to the personal representative of a deceased party,
state date of death, date and place of grant of Letters and type of Letters granted.
N/A
Form OC-01 rev. 10.13.06 Page 5 of 10
Estate of DONNA J. FRITZ , 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 ®Yes E]Yes
E]No 0 No
C f Yes -1 Yes
M1 No 77 No
Yes 0 Yes
ONo 0 No
E]Yes i_JI Yes
MI No E]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? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . DYes ✓1 No
Was family exemption allowed? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . E]Yes ®I No
Family exemption claimant's name and relationship:
Name: Relationship:
Form OC-01 rev. 10.13.06 Page 6 of 10
Estate of DONNA J. FRITZ , 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
8/14/14 11,207.53
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? . . . . . . . . . . . . . . . . . . . EYes ✓_� 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? . . . . . . . . . . . . . . . . . . 0 Yes 0 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 DONNA J. FRITZ Deceased
16. Had the decedent been adjudicated an incapacitated person? . . . . . . . . . . M Yes 0 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? . . . . . . . . . . . . . E-1 Yes El No
18. If a reserve is requested, state amount and purpose.
Amount:
Purpose: N/A
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? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . F711Yes El No
If so, attach a copy of the notice.
19. Is the Court being asked to direct
the filing of a Schedule of Distribution? . . . . . . . . . . . . . . . . . . . . . . . . . . F711Yes ONo
As to real estate only? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . E]Yes 2]No
Form OC-01 rev. 10,13.06 Page 8 of 10
Estate of DONNA J. FRITZ 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 Distributees) Amount/Proportion
Jodi A. Fritz One-half
Robert J. Fritz One-half
B. Principal:
Proposed Distributee(s) Amount/Proportion
Jodi A. Fritz One-half
Robert J. Fritz One-half
Submitted By:
(All petitioners must sign.
Add additional lines if necessary).-
Name of Petitioner:
L
Name of Petitioner: Michael L. Vgs
Form OC-01 rev. 10.13,06 Page 9 of 10
Estate of DONNA J. FRITZ , 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).
Signature of Petitioner
*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 have been made beyond the
responses herein.
Signature of Counsel for Petitio
Form OC-01 rev.10.13.06 Page 10 of 10
i .
Ernst Ivill UnA &staftmt
OF
DONNA JEAN FRITZ
I, DONNA JEM FRITZ of Camp Hill, Cumberland County, Pennsylvania,
do make, publish and declare this to be my Last Will and Testament, hereby revoking
all previous wills and Codicils heretofore made by me.
FIRST: I order my Co-Executors hereinafter named to pay all my debts
and funeral expenses as. soon after my death as reasonably possible.
SECOND: All the rest, residue and remainder of my estate, of
whatsoever kind and wheresoever situated, I give, devise and bequeath to my beloved
children, Jodi Ann Fritz of New York City, New York, and Robert Lee Fritz of
Harrisburg, Dauphin County, Pennsylvania, in equal shares, per capita.
THIRD: If either of my beloved children should predecease me or fail
to survive me by thirty (30) days, then I devise that his or her share be distributed
to the surviving child.
FOURTH: I appoint my children, Jodi Ann Fritz and Robert lee Fritz,
Co-Executors of this my Last Will and Testament.
FIFTH= I direct that my Co-Executors shall not be required to give
bond for the faithful performance of their duties in any jurisdiction.
SIXTH: I hereby declare it to be my express desire that the
Co-Executors of this my Last Will and Testament, employ the law firm of Mancke &
Lightman of Harrisburg, Dauphin County, Pennsylvania, for legal advice and assistance
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in the Probating of and carrying out of the provisions of my Last Will and Testament, `
they having an intimate knowledge of my affairs, views and wishes respecting many
matters that may arise in thepprobate of this instrument, the administration of my
estate and the execution of the powers therein mentioned,
IN WITNESS WHEREOF, I have hereunto set my Viand and seal to this my
Last will and Testament this day of It 1978.
(SEAL)
JeanF~�t�Z
This instrument consisting of two typewritten pages, each bearing
the signature of the above named, Donna Jean Fritz, was by her on the date hereof,
signed, published and declared by her to be her Last will and Testament, in our
presence, who at her request, and in her presence and in the presence of each other,
we believing her to be of sound and disposing mind and memory, have hereunto
subscribed our names as witnesses.
ll !, .�,�Y residing at r_ }
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PROOF OF PUBLICATION OF NOTICE
IN CUMBERLAND LAW JOURNAL
(Under Act No. 587, approved May 16, 1929), P. L.1784
COMMONWEALTH OF PENNSYLVANIA :
ss.
COUNTY OF CUMBERLAND
Lisa Marie Coyne,Esquire, Editor of the Cumberland Law Journal, of the County and
State aforesaid, being duly sworn, according to law, deposes and says that the Cumberland Law
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:
May 30, June 6, and June 13, 2014
Affiant further deposes that he is authorized to verify this statement by the Cumberland
Law Journal, a legal periodical of general circulation, and that he is not interested in the subject
matter of the aforesaid notice or advertisement, and that all allegations in the foregoing
statements as to time,place and character of publication are true.
r
f
L' a Marie toyne, Edit
SWORN TO AND SUBSCRIBED before me this
13 day of June, 2014
Notary
Fritz,Donna J.,dec'd. COMMONWEALTH OF PENNSYLVANIA
Late of Mechanicsburg Borough. i FCARLISLE
OTARIAL SEAL
Administrator D.B.N.C.T.A.: Mi- ORAH A COLLINS
chael L. Bangs. Notary Public
Attorneys:Bangs Law Office,LLC, RO.,CUMBERLAND CNTY
429 South 18th Street,Camp Hill, ion Expires Apr 28,2018
PA 17011.
-The Patriot-News Co.
2020 Technology Pkwy Zhe atr1*otjwXews
"Svis,e 300
Mechanicsburg, PA 17050 Now you know
Inquiries - 717-255-8213
BANGS LAW OFFICE
ATTN: MICHAEL L. BANGS
429 SOUTH 18TH STREET
CAMP HILL PA 17011
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# 0002301197 ran on the dates shown below:
May 27, 2014
1
June 03, 2014
LETTERS OF ADMINISTRATION,
D.B.N.C.T.A.on the Estate of DONNA J. June 1 O, 2014
FR ITZ,late of Mechanicsburg Borough,
Cumberland County,Pennsylvania,
deceased,were granted to Michael L.
Bangs on April 17,2014.All persons _
knowing themselves to be Indebted to . . . • • • • • • • • • • • • •
said Estate are requested to make
Immediate payment,and those having
resenclaims
o°a undlerslgnedi them,without delay, S or to nd sub cribed befQr is 12 day Of Ju 20 4 A.D.
Bangs Law Office,LLC
429 South 18th Street
Camp Hill,PA 17011
t
Not Public
COMMON WEACT►+OF PEN^!"LyAnJlU
Nes;gal Seal
Hotly Lynn W<,,ci,NotLry Puil
WashINV I T"P.,D.,uph,n CoMy Co:nm's 1 ExplreS Dec.12,
MEMBER.PENNSyI 11%MTA A4cryr; p,:NOTARIES
pennsylvania
DEPARTMENT OF PUBLIC WELFARE
May 27, 2014
BANGS LAW FIRM
MICHAEL L BANGS ESQUIRE
429 S 18TH ST
CAMP HILL PA 17011
Re: Donna Fritz
SSN: ###-##-5047
Dear Attorney Bangs:
Pursuant to your letter dated May 13, 2014, 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
Z
C-711-1
� OL rd
Vince A. Porter
Recovery Section Manager
(717)772-6604
Bureau of Program Integrity Division of Third Party Liability Recovery Section
PO Box 8486 1 Harrisburg, Pennsylvania 17105-8486
COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA
ORPHANS' COURT DIVISION
FILE NO. 21 —2413 - 1009
FIRST AND FINAL ACCOUNT OF
MICHAEL L. BANGS, Administrator d.b.n.c.t.a. of the
ESTATE of DONNA J. FRITZ,Deceased
Late of Mechanicsburg Borough, Cumberland County, Pennsylvania
Date of Death: June 24, 2013
G-�
Date of Grant of Letters Testamentary ;
d.b.n.c.t.a. to Michael L. Bangs, Esquire April 16, 2014
Date of First Advertisement of Letters: '> K' r. rl
y
CD
W:
Cumberland Law Journal May 30, 2014Tj
The Patriot News Co. May 27, 2014
► " M,
Date of Accounting June 24, 2013 to ' i
March 27, 2015 ,,. co
PURPOSE OF ACCOUNTING:
Michael L. Bangs, Administrator d.b.n.c.t.a., offers this Account to acquaint interested
parties with the transactions that have occurred during this administration.
It is important that the Account be carefully reviewed. Requests for additional
information or questions can be discussed with:
Michael L. Bangs, Esquire
Bangs Law Office, LLC
Attorney Identification Number 41263
429 South 18th Street, Camp Hill, PA 17011
(717) 730-7310
w
SUMMARY OF ACCOUNT
PAGE
PRINCIPAL
Receipts of Principal 3 $261,255.32
LESS DISBURSEMENTS
Debts of Decedent 4 $6,190.35
Administrative Expenses 4 $14,728.85
Attorney's Fees 5 $14,750.00
Accountant Fees 5 $405.00
INCOME
Receipts of Income 6 $7.61
COMBINED BALANCE ON HAND $225,188.73
PROPOSED SCHEDULE OF DISTRIBUTION 7
VERIFICATION 8
Page 2
RECEIPTS OF PRINCIPAL
PRINCIPAL
-DATE RECEIPTS
5/7/2014 Riverview Bank checking account $75,325.54
5/7/2014 Riverview Bank CD $10,309.57
5/7/2014 Riverview Bank CD $10,362.68
5/7/2014 Members 1 st Federal Credit Union(rent checks) $4,200.00
5/7/2014 Bruce Lindsley (rent 2/27/14) $600.00
5n12014 Bruce Lindsley(rent 1/31/14) $600.00
5/7/2014 Bruce Lindsley (May rent) $600-00
5/7/2014 Omnicare, Inc. $10.21
- a_n
6/30/2014 Refund from Erie Insurance (original homeowners policy) $8.00
7/28/2014 Emeritus Corporation $1,439.00
8/28/2014 Bank of Landisburg account $10,379.70
12/9/2014 Proceeds from sale of real estate $147,272.49
12/9/2014 Refund of excess fees collected at real estate closing $27.50
2/12/2015 Refund of overpayment of inheritance tax $3.63 ---
3/5/2015 Refund from Erie Insurance (homeowners policy $117.00
TOTAL PRINCIPAL RECEIPTS $261,255.32
Page 3
DISBURSEMENTS OF PRINCIPAL
DATE DEBTS OF DECEDENT
---5/-7/2014 Erie Insurance (homeowners insurance policy) $560.00
--
5/9/2014 1 Perry County Tax Claim Bureau $2,175.23
6/18/2014 Forest Park Health Center $1,400.00
6/30/2014 PP&L Electric (5/9/14 to 6/9/14) $14.44
7/15/2014 PP&L Electric (6/9/14 to 7/9/14) $14.50
15/2-014 Patricia—Kisisnger, Tax—Collector(2014-15 school real estate tax) $1,863.37
--
8/12/2014 PP&L Electric (7/9/14 to 8/7/14) $25.75
9/12/2014 PP&L Electric (8/7/14 to 9/8/14) $30.34
10/14/2014 PP& ,Electric(9/8/14 to 10/8/14) $28.74
11/11/2014 PP&L Electric (10/8/14—tol 1/6/14) -- $47.33
12/9/26-14 PP&L Electric (final bill) -,— $30.65
TOTAL DEBTS OF DECEDENT: $6,190.35
DATE ADMINISTRATIVE EXPENSES
4/16/2014 Register of Wills (probate fees for grant of Letters of Administration d.b.n.c.-"--- $40.00
5/13/2014 Cumberland Law Journal (estate advertisement) $75.00
'78
6/18/2014 The Patriot News Co. (advertising fee) $173.78
7/29/2014 Larry Brodish(real estate appraisal) $475.00
8/11/2014 Vital Records (additional death certificates) $37.00
8/14/2014 Register of Wills (estimated inheritance tax payment made in discount) $11,207.53—
8/14/2014 Register of Wills (additional probate fee) $270.00
-
-10/1 3/2014 Larry Brodish(payment for repairs made to real estate: $1,500.00
Advance Septic Services, Inc.; R.E. Smith& Son, Inc.; Plank's Handyman
Services; Dream Home Inspections, Ltd.; Heller's Home & Hardware)
10/17/2014 Larry Brodish(payment for repairs made to real estate: $500.00
Advance Septic Services, Inc.; R.E. Smith& Son, Inc.; Plank's Handyman —
Services; Dream Home Inspections, Ltd.; Heller's Home&Hardware)
2/12/2015 Check to Postmaster(mailing of fidicuary income tax returns) $5.12
3/20/2015 Larry Brodish (payment for repairs made to real estate: $60.42
Advance Septic Services,Inc.; R.E. Smith& Son, Inc.; Plank's Handyman
Services; Dream Home Inspections, Ltd.; Heller's Home & Hardware)
Register of Wills (Accounting filing fee) $315.00
Postmaster(mailing of Accounting to heirs) (estimate) $20.00
Capitol Copy Service(copying of Accounting and Petition for Adjudication) $50.00
--TOTAL ADMINISTRATIVE EXPENSES: $14,728.85
Page 4
DISBURSEMENTS OF PRINCIPAL
DATE FEES AND COMMISSIONS
_ Michael L. Bangs, Esquire (attorney fees) (to be paid) $14,750.00
Boyer&Ritter(accountant fee) (fiduciary income tax returns) $405.00
TOTAL FEES: $15,155.00
TOTAL DISBURSEMENTS OF PRINCIPAL: $36,074.20
_ I
Page 5
RECEIPTS OF INCOME
INCOME
DATE RECEIPTS
7/3/2014 Interest on estate checking account $0.82
7/7/2014 Interest on estate checking account $0.83
8/7/2014 Interest on estate checking account $0.83
9/5/2014 Interest on estate checking account $0.70
10/7/2014 Interest on estate checking account $0.83
11/7/2014 Interest on estate checking account $0.80
12/5/2014 Interest on estate checking account $0.72
1/7/2015 Interest on estate checking account $2.01
1/9/2015 Interest on estate checking account $0.07
TOTAL INCOME RECEIPTS $7.61
Page 6
PROPOSED SCHEDULE OF DISTRIBUTION OF REMAINING PRINCIPAL AND INCOME
DISTRIBUTION TO BENEFICIARIES DISTRIBUTION
Jodi Fritz $112,594.37
Robert Fritz $112,594.36
$225,188.73
Page 7
AFFIDAVIT
MICHAEL L. BANGS, Administrator d.b.n.c.t.a of the Estate of Donna J. Fritz,
deceased,hereby declares under oath that he has fully and faithfully discharged the duties of his
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 the best of his knowledge, there are no claims now outstanding against
the estate;that all taxes presently due from the estate have been paid; and that more than four
months have elapsed since the first complete advertisement of the granting of letters in this
estate.
This statement is made subject to penalties of 18 Pa. C.S.A. Section 4904 relating to
unsworn falsification to authorities.
Michael L. Bangs
SUBSCRIBED AND SWORN TO
BEFORE ME THIS DAY OF COMMONWEALTH OF PENNSYLVANIA
X 2015. NOTARIAL SEAL
Wendy K. Straub, Notary Public
Lower Allen Township,Cumberland County
dbldlA &MJ1'— MY Commission Expires may 10,2015
Kotary Publ
REQUEST FOR DISTRIBUTION
Accountant requests that distribution be determined by the Court in accordance with the
Schedule of Proposed Distribution filed as part of this account.
Michael L. Bangs
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