HomeMy WebLinkAbout04-17-15 1N "PHE MATTFR OT TIIC P.S"fATE . IN THF.COURT 0� COMVIO\ PLEAS OF
OP DOROTHY P:. t3RUNNER. . CUMB�RLAn'D COUN'I�Y,
dcceased . PP.NNSYLVANIA
. 02PHANS' COORI' DNISION
. N0. 201d-0429
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APPROV�L OF ACCOUNT RF.CF.IPT RI?LEASF. ANU INDF.�YIN�'k6A'C�;V v, a
AGREF,VIF.NT �� � � �-i `
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� j'� � �iT
W I IEREAS, Dorothy E. (3runncr Qiereinaltcr thc "DcccdenP7„a resident ol�o�h
�" m
r
Middleron i'ownship, Cumbedand County, Pcnnsylvania died on April 16, 2014 le�pyng�a' �s-t
Will and "Pestament(hereinafie�thc"W iIP`)dated Augus[31,20l 1; and
WHLREAS, undcr Item 4 oT the Will appoints her daughter, 6arbaca Ann Stone as
dic Gsecutris (hereinafter the "Gsecutnx"); and
WI IGRGAS, Lctters �Pestame�itary wcre duly grantcd to I3arbara Ann Stone by die
Cumberland Counry Registcr of Wills on May 2. 201d: and
W HP.RGAS, Dcccdcnt's husbnnd, Lcroy C 13rumicr prcdcccxsed hcr: und
WHFiRIiAS, the Deadent wes survived bv the fbllowin@ children: Rarbara Ann
Stone, Connie I..Towmend, I.inda K. �I humma. Vancy P. Lapottc and Richard U. Brimner_and
WHGRNAS. Item 3 A of thc Will directs that the entirc esiate bc sold and divided
equally among the decedent's four children, Connie L. "Cownsend, Lind�i K. Thumma, Naney P.
Laporte and 6arbara Mn Stonc; and
HA1276J ��
WHF.RF.AS, Itcm 3 B of WiIL indicates Decedent's desirc not ro Icavc anything to
her soq Richard U. Brunner; and
W HEKh'AS. thc inhcritance tax rotum has ba;en filed with approval pending and the
ndministration of Deeedenfs Estate is substantially finished with the exception oC recciving
approval of the Inheritanee "Cas Return, paying final expenses and filing final fiduci�ry income tas
rcturns: and
WHERF:AS, thc 6xecutris w�ishcs to distributc thc residuc of the I�statc w thc
I3enc(iciaries and conclude lhe administration: and
WHERh�AS, zttachcd as 8xhibit "A" is a copy of thc First and �inal Account o(
Barbara Ann Stonq Rxecutrix of the Fstate; and
WIIEREAS, the combined balance on hand will be held in eserow by Rhoads &
Sinon LLP until approvel of the inhecitance tas is received and fiduciary income tax retums azc
prepared and filed; and
WFIIiRIIAS, at such timc alicr thc paymcnt of any rcmainin�; auorncy �ec and costs.
the b¢lance of the escrow accoun[ will be divided equally among Connie i.. Townsend, Lindu K.
"Chummn, Nancy P. I.apurtc and Harbara Ann Stonc: and
W'111�:RGnS, the unders'igncd [3eneflciurics desiro to �umielly uppro�e the
nclministration of�thc Fstatc and thc linal distribution of thc asscts oCthc samc which is the purposc
of this instrument.
NOW. �fH�I2GPORE. thc Bcncficiurics for thcroselves, thein c�irs, personal
rcpresentatiees, and assi�ns:
L Ittevocably approve the Accounting Co� Decedenfs F.state attached hereto
es Exhibit "A" (lhe "AccounP') aod approve thc administration of the Bstate generally through
the datc hcrcof.
2. Hereby waive thc filing of the Account in any Court and agrec that any
Court havingjurisdictio� over the Estate may eonfirm the Acwunt.
3. Aeknowledge receipt o� the essets shown as distributable to the
under5igned in Exhibit `A" in full and complete sa[isfaclion of the undersigned's eights in and
under the Will and hcreby approvc all other payments and distributions rcported or proposed in
F,xhibits `n" .
4. Agree to ref�nd to the Executrix, within ten (l0) business days nfter
receipt of written demand from ihe F.xccutris, such part or all ot� the amoont of the said
dislribution, nnd Ihe income from the proceeds- thcrcfrom after the date oT Ihis distribtttioq which
may at any time be dctcrmined by thc Executrix to have becn an erroncous distribution, and agree
that any period for thc limitption of any action for mllcction of any ermncous dislribution,
whc[her or not the same is caused by a mistuke that is innocrnt or negligenL shall commencc
only at such timc as the l;xccutrix shall havc obt�incd acm�l kno��4cdgc of such crroncws
distribution and ihat in no event shall the period for collection uf any erroncuus distributiun be
Icss than hvo years aftcr the actual discovery thereot:
5. Do hereby ebsolutcly and irre�rocabh� relcase. remise, quitclaim nnd
forever discharge the Gxeculrix, her heirs, person�l representatives and :usigns, of and 17om all
actions, suits, payments. �ccounts, reckonings. claims or demunds �rh,ttsocver for or by rcason ol
hcr actions as Lxccutrix ol 6sta[c.
6. Do hereby indemnily thc l:xccutrix and hold her hermless to the extent of
the value of the assets distributcd to them, from and against any and all claims, loss, liability or
damage including Icgal lees and eosts whieh the Executcix may suffer or to whieh she may be
s-ubjectcd by reason of the administration and distribution of the lisiatc.
Z Agree that this instrumem shall be govcrncd by the laws of thc
Commonwealth of Ycnnsyh=ania and shall be Ie@ally binding upon the Bcneficiarics, theic hcirs,
personal repmscntatives and assigns.
8. Agrce lhat this Agreemen[ may be ezeculed in several cowiterpurts each
of�+�hich shall bc an original and all o(which shall cnnstitutc but onc and ihc same instrument.
IN W I�I�NIiSS WHP.RGOF, ench of the undersigned, intending to be Ie�ally bound.
hns cxccuted this Agreemen[as of thc�day of �n.C��_., 2015.
WIT: HSSES: �,I /� /� ,7 / �
,�. �z. .=�L>' �— ,�A""'�B/�a lLx.xi ,�eu✓
[3arbara Ann Stonc
/ Con�r ie L. Townsen
yL i7 .�l�__ ... ��„ % �, `
I,in a K. Thum a ��
/j- �-���il � cd —
Tency P. I , ortc
_. Do hcmby absolutclV and irrevocahiy relcase rcmisc, qui�claim nnd
lorevcr discharge �he Iixecutris, her heirs, personal rcprcseninii��cs and astiicns. oi and from all
uctions, suits. nayments, ucrounts, rcckonings. clnims or dnnunJs �vha[socrcr for or by rcason of
hcr uc[ions as [secutris ol hstatc.
6. Uo hereby inJemnilv lhe F,xecutrix and hold her hrrmless [u the extent oi
thc valuc of thc assets distributcd to them, Gom and against any and aIl daims, loss. liabiliry or
damage inciuding Iegal fees and rosts which the Executris may suffer or m which she may be
subiected bv reason o(thc administra[ion and distribution of Inc t!sta�c.
7. Agrcc Ihat this inslrumcni shall bc govcmcd by the laws ol thc
Commomveal[h of Pennsyivaniu nnd shall bc Icgally binding upon tlic Brncliciaries, their heirs.
personuireprescntafives and assigns.
8. ,4Cree Ihat this Agreement may be execu[ed in sevcral counmrparts. each
of which shall be im originel and all oCw�hich shall constilute but one and ihe same instrument.
IN W'17NCSS WIIIiRI?OP. each o(the undcrsi@ncd, inecnding to be legnllv bound.
has executed [his Agreement as of thc _3Z day of_ ___ �4,�.C.L a� __., 2015.
W'fflyEtiSLS: _ , . � / �-�/ �
.�G '� . =l�. :�___ ..._ ._�L.f�M L�v 1-We�*✓
. I3arbar Ann Stnnc � �
1 �LYI
-��--- - Con icL. 'i�ownscn
��� t � "r/-- `
/ I.in n K. 7'hum a a�
,%�_ �> _. -`�:, ..�
VLItCA' �'. I offe
COIN.'v10NWi-'AI:I�IIOPPI?\VSYLVAKIA .
�Y�'rf,� : S5:
COUN7YOF _ .
�)
On Ihis, lhc3l dny of��� � , 2015, be(ore mc ¢i Nol:m� I'ublic. in and �ix Ihc
CommonHcullh ol Pcnnsylvania. thc undersigncd ol7iccr, personaily oppcarcd COV\If: L.
TOW'JSF:NU. known Io mc(or satisizctnrily provcn) to bc tnc persnn �+hnsc namc is suFscriocti [n
the �uithin Apprac.d and ucknuwledged lhn� she executed the s:une �br Ihe pmpaxs iherein
cnntuincd
[D1 WI�NLSS WI IERI'UI�. I hercumo sct my hand and o�licial scal_
-�
i S .AL;
\ot2n public . . � � . . ..
C MONWEALTH OF GENNSYLVANIA
Notari�l Seal
'vi� Cummissio Ls�p,�.�. Hoa,en, nowrv PubiK
Souderton eoro, nontgomerv�+^N
�, � 1 My Commissbn ExD��cs]ury l5, 1019
5_A
COMVIONWEALTH OF PF;NNSYCVAVIA .
SS:
COUN"CY OF �,rn��5�av..J .
On this, the a7day of �7�v4 . 2015, belore me, a Notary Publiq in and for the
Commonwealth of Pennsylvania, thc undersigncd officcr. personally appcarcd I3ARI3A2A A�'N
STONF, known to mc (or satislactorily proven) to bc dic person whosc namc is s-ubscribcd to thc
within Approvel und acknowicdged that she cxccutcd the sumc fur thc purposes �herein contnincd.
IN Wf1�:VYSS WI IERGOF, I hcrcunto sct �ny hand and oflicial seal.
� -��- —__��_
_ (SF.AI.)
Notary Public
My Commission Expires:
�� ONWEALTHOFPENNSYLVANIA
NOTARIALSEAL
SNVE R.FISXER,Notary Public
S.Midtllelon iwp.,Cumberlantl Counry
My Canmissbn Ezpires November 26,2016
COMMONWEALTH OF PENNSYLVANIA .
Sti:
COUN'IYOF �r1n��2;�a�...d
On this, the �7day ol���� , 2015, bcfom me, a Nomry Public, in and for the
Commonwcalth of Pennsylvania. the undcrsigned officer, personally appeared LINDA K.
"PHUMMA, kno�nni ro me (or satislactorily proven) to be the person whosc name is subscribed ro
the �vithin Approval and acknowledged that she cxccuted the same for thc p�rposes therein
contained.
IN WI"I'NESS WHRRF.OF, I hereunto set my hand and oC(icial seal.
� `_ � __ .(SI[nI,)
Votaq� Public
My Commission I'xpires:
(SLM MONWERLTHOFPENNSYIVFNIA
NOTARIALSEAL
SKYE R.FISHER,Nalary Public
S.MitltllNonTwp.,CumbedandCounry
My Canmission Etpires Novamber 2fi,HIi6
COMMOV WEACCH OF PENNSYLVANIA .
SS
COUN�Y OP �Vl^l� `���ai,. t� ,
On this. thc �7day of �0"� . 2015, bclorc mc, e �btary Public, in and ti>r thc
Commomvcaltli of Pennsylvania, the undersigned ollicer, personally appeared NA�CY P.
I.APORTG, known to me (or satisfactorily proven) to be the person whose name is subscribcd to
the within Approval and acknowledged that she esecuted the same for Ihe purpos'es therein
contained.
IN WITNESS WHGREOF, I hercunto sct my hand and offi�ial scal.
� �z ���
(SEAI,)
Notary Public
My Commission Lxpires:
{S h.A�bMMONWEALTH OF PENNSYLVANIA
NOTARIALSEAL
SKYE R.FISNER,Notary Public
S.MiddlatonTwp..CumOetla�WCounry '
My Canmissbn Fxqres November Y6.401 r
Exmsrr"p„
First and Final Account of
I3arbara Ann Slonc.
Executrix of[he Rstate oCDorolhy E Rmm�er
In the Court of Common Pleas of Cumberland County, Pennsylvania
Orphans' Court Division
File No. 21-14-429
. . . . . _ __ ._... . . .. .
� �� � Esta[e of Doro� E. Brunner, Deceased
Late of Township of South Mitltlleton
Account
Barbara A. Stone, Executrix
Da[e of Death: 04/76/2014
Da[e of Incapacity, i(any: None
Date of Execu[rix's Appointment: 0 510 212 0 1 4
Da[e of Firs[ Complete Advertisement:
Accounting for the period: 04/16/2014 to 03/30/2015
Purpose of Accounk Barbara A. Stone, Executrix, offers this Account to acquaint interes[ed parties
with the transactions that have occurred during the Administra[ion.
It is importan[that the Account be carefully examined. Requests for additional information or questions
or objections can be discussetl with:
Scott Alan Mitchell, Esq.
Rhoads & Sinon LLP
P.O. Box 1146
Harrisburg, PA 17108-1146
717-233-5731
Supreme CourtI.D. No. 76124
In the Court of Common Pleas of Cumberland County, Pennsylvania
Orphans' Court Division
File No. 21-14-429
_. _. _._....
. __..___. _ . ... ___---�
Estate of Dorothy E. Brunner, Deceased
La[e of Township of South Middleton
Account
Barbara A. Stone, Executrix
Date of Death: 04/16/2014
Da[e of Incapacity, if any: None
Date of Executrix's Appointmen[: 05/02/2014
Date of First Complete Advertisement:
Accoun[ing for[he periotl: 04/16/2014 to 03q012015
Purpose of Account: Barbara A. Stone, Executrix, offers this Account to acquaint interestetl parties
with the transactions that have occurred during the Adminis[ration.
It is importan[that[he Account be caretully examined. Requests for additional information or questions
or objections can 6e discussed with:
Scott Alan Mi[chell, Esq.
Rhoatls 8 Sinon LLP
P.O. Boz 1146
Harrisburg, PA 17108-1146
717-233-5731
Supreme CourtI.D. No. 76124
SUMMARY OFACCOUNT
Estate ot Dorothy E. Brunner, Deceased
Fo�per'otl of Aor I 16 2014 throu9h M h '�0 2015
PAGES
PRWCIPAL
Receipts: This Account 3 143 393 08
Net Gain (or Loss) on Sales
or Other Dispositions 0.00
143,397.08
Less Disbursemen[s:
Debts of Decedent 4 295.57
Funeral Expenses 3 3,718.95
Adminis[ration Expenses 3 32,6a9.�0
Fedelal� State & LOC21 Ta%e5 S 6,422.92
Commissions o.00
Fees 3 fi,099.50
Family Exemp[ion 0.00 49,226.00
Balance Before Dis[ributions 90,167.08
Transfer to (from) Principal 0.00
Distribu[ions to Beneficiaries 5 64,000.00
Principal Balance on Hand 6 10,�67.oe
For Information:
Investments Made
Changes in Holdings
NI COME
Receipts ThisAccount 7 O.os
Net Gain (or Loss) on Sales o.00
or Other Disposi[ions
0.08
Less Disbursemen[s 0.00
Balance Before Distributions 0.08
Transfer to (from) Income 0.00
Distribu[ions to Beneficiaries 0.00
Income Balance on Hand 8 o.as
For Information:
Investments Made
Changes in Holdings
COMSINED BALANCE ON HAND 9 10,167.16
SignaWre 10
Verifica[ion 71
' Z '
SCHEDULE A
RECEIPTS OF PRINCIPAL
Assets Listetl in Inven[ory "
(Valued as of Date of Death) Fitluciary
Acquisition
value
Cash
Carlise Propane-Refund of encess propane. 57.72
CenluryLink �Refund fortelephane service. 17.67
Comcast-Refuntl for cable service. 1.59
Dennis F. Hufnagle, III -Reim bursement for school 547.90
laxes at settlement.
Department of Treasury-Rebate 250.00
Department of Treasury-Refund ot 2014 fetleral 251.00
personal income tax return.
MBTBankDecedentCheckingAccount-Account 7,65�.80
#9860633446 opened 51'10/13 in tlecedent's name
alone. See attached valuation.
Accruetl interest on above item through date of death 0.01
M&TBankDecedent5avingsAccoun[-Account 2,A94.96
N15004208552065 opened 6123H987 in decendant's
name alone. See a[tached valuation.
Accruetl interest on above item through date of death OA2
Medicalert-Re/und!or services. 29.95
Pennsylvania National Mutual Casualty Insurance 90.50
Company - Refund o(home owner's policy jreceived
after REW 500(iletl)
To[al Cash 7,393.08
R al etat -
10 Atlams Road, Carlisle, South Midtlleton Township, 7P7.000.00
Cumberland County, PA-Valued at selling pric¢.
See attached HUD-1.
Total Real Estate 127,000.00
Total Receipts 134,393.08
4i�:6egq�ent Principal Receiots
OS/04/2074 Barbare Stone-.personal loan to estate �,500.00
10/03/201a Barbara Stone-personal loan to estate 3,000.00
08/04/2014 Linda Thumma-pereonal loan to estate 1,500.00
10/03/2014 Linda Thumma-personal loan to es[ate 7,�00.00
- 3 -
SCHEDULE A
RECEIPTS OF PRINCIPAL
Continued
Fiduciary
Acquisition
Value
Total Subsequent Principal Receipts 9,000.00
Total Adjustments and Subsequent Receipts s.000.00
Total Receipts of Principal 143,793.08
- 4 -
SCHEDULE C
DISBURSEMENTS OF PRINCIPAL
Debts of Decedent
CenturyLink
05I28/2014 7aymentfortelephoneservice. 44.04
4G.04
Medicalert
05/09/2014 Paymen[forservicefortimeperiotlpriortodeath. 29.95
OSI2812014 Paymentforservicetortimeperiodpriortodeath. 20.32
50.27
Sherrv�Nenaer
05/28/2014 Payment for caretaking services renderetl. 60.00
60.00
So th Middleto M nicioal Auth 'N
05/28I20'14 Payment of water antl sewer. 135.22
175.22
lJni[ed States Treasurv
Od/2112074 Payment for 2019 peroonal income[ax. 6.00
6.00
To[al Debts of Deredent 295.53
Funeral Ex eo nses
Church of God Home
05/28/2014 Paymentforfuneralservice. 748.00
- 4 -
SCHEDULE C
DISBURSEMENTS OF PRINCIPAL
Continued
ias.00
Eyy Grenite Works
07/14/2014 Paymenttorengravingofheadstone. 130.00
190.00
Ewina Brothers Funeral Home
06102/2014 Paymentforfuneral. 701.96
Ot120/2015 Paymentforfuneral. J,000.00
3.701.96
IHa Imark
05/T8120'14 Payment(or[hank you cards antl envelopes. 13.99
13.99
H ntsvale Women's Fellowshio
OS/28/201C Paymentforfuneralmeal. 125.00
125.00
Total Funerel Exoenses 3,718.95
Administretion Ex e� nses
Advanced �isoosal
06/16/2014 Payment for tlisposal to clean out real es[ate. 42.09
42.09
Barbara Stone
01/2012015 Repayment of loan to estate. 4.500.00
a,soo.ao
- 5 -
SCHEDULE C
DISBURSEMENTS OF PRINCIPAL
Continued
Barr sters Land Abstract
01I20/2015 Payment of escrow Fee. 25.00
0112 0/2 01 5 Reimbursementfortaccertifitationandpostage. 10.48
35.08
BHHS Homesale ReaIN
01/2012015 PaymentofrealesWtecommission. 4,160.00
4,160.00
BIS Home Ins ep C�ion
10/0812014 Payment in preparation nf sale of real estate. 525.00
J25.00
C mberland Countv Recorder of Deeds
01I20/2015 Payment of transfer[an. 1.470.00
1,270.00
Dennis F Hufnagle. III
01/20/2015 Seller assist at real estate settlement. 4,000.00
01/20/2015 Paymenttobuyeratsettlementforunpaidcounty �9.34
taaes trom 7/1/15 to 1/20/15.
4,019.36
Don Heishman
0]I15/2014 Paymenttorlawnservica 60.00
OBI'1612014 Payment(orlawnservice. 90.00
1 012 812 01 4 Payment�or lawn service. 60.00
1'1125/2016 Payment�or lawn service. 60.00
270.00
Firs[American Home Buverg pro[ec[ion
01I20/2015 Paymentforhomewarrenty. 365.00
- 6 -
SCHEDULE C
DISBURSEMENTS OF PRINCIPAL
Continued
765.00
H8R Block
03/02/2015 reimbureement to Barbara Stone(or payment far 146.00
preparation of final personal income tax retum.
14fi.00
Hershman
O6/10/2014 Paymentforlawnmowing. 90.00
09/19/2016 Payment for lawn mowing. 90.00
180.00
Howard Hanna Carlisle
01/2012015 Paymenl of real estate commission. 9,915.00
3.915.00
.�onniter Vamer Tax Collector
09/�2/2014 Payment of real estate tazes. �.Z�9�»
1.209.77
John Osborn
0 5/2 812 014 Paymen[(or renovations ro real es[a[e in prepara[ion 800.00
(or sale.
600.00
Linda Thumma
OS/2812014 paymentior miscellaneous expenses for 10.59
administation ofthe estate.
09124/2014 payment(ormiscellaneousexpensesfor 41.84
administration o(the estate.
01I20/2015 Repayment o(loan to estate. 4.500.00
4,552.43
" 7 "
SCHEDULE C
DISBURSEMENTS OF PRINCIPAL
Continued
Lowes
08/22/2014 Payment to Barbara Stone as reimbursement(or 6'1.07
home improvement purchases.
11/03I2014 Paymentto8arbaraStoneasreimbursemen[for �10.14
home improvement purchases.
171.21
M8T Bank D cedent Sav gs Acco nt
OS/091201d Payment of service charge at closing of account. 10.00
10.00
Met-Ed
05I30/2014 PaymentPorelectricservice. �4�»
06/17/2074 Paymentforelectricservice. <4.45
07/22120'14 Paymentforelectricservice. 13.39
OBI22/2014 Paymenttorelectricservice. 32.30
09/16/2074 Payment for electric service. 138.54
1 0/2412 0 7 4 Payment for electric service. 59.83
11/20/2014 PaymentPorelectricservice. 3.29
12/ig/2014 Paymentforelectricservice. 44.�4
021'19/2015 Paymentforelectricservice. 13.70
384.25
Ngdlinger Fine Home=_
Oi/2012015 Paymenttorfueloil. 200.00
200.00
Osborn Renovation
07128/2014 Payment for renovations [o real estate in preparation 180.00
for sale.
780.00
" $ '
SCHEDULE C
DISBURSEMENTS OF PRINCIPAL
Continued
Penn National
1 2101/2 01 4 Paymen[for home insurance premium. '167.50
7fi7.50
R�aister oi Wills
0 510 2/2 01 4 Payment for Letters Testamen[ary. 35�.50
353.50
Rhoads 8 Sinon LLP
05128/2014 Payment for attorney fee and costs. 93.30
0 712 6/2 01 5 EscrowtoradminisVativecostsmcbseestate. 708.04
401.34
RodgerConrad
07I0'112014 Payment to remove debr.s trom real estate in 400.00
preparation for sale.
400.00
Sherry Wenaer
08H 2/2014 Payment for cleaning of real estate in preparation for 100.00
sale.
0'1I14/20'15 Payment for cleaning o(real¢state in preparation for 70.00
sale.
170.00
$ th Middleton Municioal Authoritv
0]I29/2014 Paymentofwaterandsewer. 135.22
1 012 4/2 01 4 Payment of water and sewer. 13522
01120rz015 Payment of tinal water and sewer. 167.62
438.06
- 9 -
SCHEDULE C
DISBURSEMENTS OF PRINCIPAL
Continued
Linited srares Postal Service
05/2812014 Paymentforstamps. 9.80
9.80
Unknown oavee
'11/2 512 0 7 4 Payment to Barbare Stone as reimbursement for 753.33
home improvement purchases. _
753.33
Vincent LaPorte Jr.
08118/2014 Payment to paint house in preparation for sale. �.600.00
1,600.00
Washinae Electric
10I16/2014 Payment(orelectricrepairs. 1.060.00
1,060.00
Total Miscellaneous Administretive Ecoenses 32.689.10
Fra�ral State and LocalTaxe�
Reaister oi Wills.Aaen[
0 2/0 912 01 5 Payment of Pennsylvania lnheritance Tax. 6,422.92
6.422.92
To[al Taxes fi.4zZ.92
Fees
- 10 -
SCHEDULE C
DISBURSEMENTS OF PRINCIPAL
Continued
Rhoads & Sinon LLP
OS/26/2014 Payment for attorney fee and costs. 244.70
WI01/2014 Paymentforattorneyfeeanticosts. 956.30
OJ126/2015 Payment ot attorney fee. 4,896.50
6,099.50
Total Fees 6,099.50
TOTAL DISBURSEMENTS OF PRINCIPAL 49,226.00
_ �� _
SCHEDULE D
DISTRIBUTIONS OF PRINCIPAL
Bar6ara A. Stone
03/24/2015 Barbaro Stone 21.000.00
zi.000.00
Connie L. Townsend
03/26/20t5 Connie L.Townsend Y1.000.00
zi.000.00
Linda K. Thumma
03/24/2015 Linda K.7humma 21,000.00
27,000.00
NancyP. LaPorte
03/24/2015 Nancy P. LaPorte 21,000.00
21,000.00
TOTAL DISTRIBUTIONS TO BENE�iCIARIES a4,000.00
- 5 -
PRINCIPAL BALANCE ON HAND
Current Value Fitluciary
03/30I2015 Acquisition
# Uni[s Description cr as Noted Value
ra�n
Estate Checking Account 1,916.08 1,91 fi.08
R S Escrow 8,251.00 825'I.00
Total Cash 10,167.08 '10,167.08
'10.167.08 '10,16�.08
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SCHEDULE G
RECEIPTS OF INCOME
InteresUBank
M8T eank Decedent Checking Account
06/27I2074 Account#98606J34A6 opened 5HOH3in decedenPs O.W
name alone; interest.
0.03
M8T Bank Deceden[Savings Account
OS/09/2014 Account#15004208552065 opened 6/23I1987 in 0.04
tlecentlanYs name alone; interest.
OSI19/2074 Account#150042085520fi5 opened 6/2311987in 0.01
tlecendant's name alone; interest.
0.05
TOTALBANKINTEREST 0.08
TOTAL RECEIPTS OF INCOME 0.08
" ] '
INCOME BALANCE ON HAND
Current Value Fiduciary
0 313 0/2 01 5 Acquisi[ion
# Units Description or as Notetl Value
[ ach
Estate Checking Account 0.08 0.08
Total Cash 0.08 0.08
0.08 0.08
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COMBINED BALANCE ON HAND
Current Value Fiduciary
03/30/2075 Acquisi[ion
# Units Description cr as Noted Value
Ca�h
Estate Checking Account 1,916.16 1,916.16
R S Escrow 8,251.00 8,257.00
Total Cash 10,167.16 10,167.1fi
10.167.76 10,167.16
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In the Court of Common Pleas of Cumberland Countp, Pennsylvania
Orphans' Court Division
File No. 21-14-429
—
Es[ate of Dorothy E. erunner, Deceased ._
Signature
a 9 �i � � � _,
Barbara A. Stone, Executrix
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In the Court of Common Pleas of Cumberland County, Pennsylvania
Orphans' Court Division
File No. 21-14-429
Estate of Dorothy E. Brunner, Deccasetl
Verification
Barbara A. Stone, Ezecu[rix under the Last Will and Testament of Dorothy E. Brunner, Deceased,
hereby declares under oath tha[ he/she has fully and faithfully dischargetl the duties ot his/her
office; that the foregoing Account is true and correct and fully discloses all significant trensactions
occurring tluring the accounting period; [hat all knawn claims against the Ests!e have been paid in
full; tha[,to hislher knowledge, [here are no claims now outstanding against the Estate; that all
taxes presentty due from the Estate have been paid; and [hat[he grant of Lettr�s Testamentary and
[he first complete advertisement thereof occurred more than four months before the foregoing
Account.
This s[atemen[ is made subject to penalties of 18 Pa. C.S.A. Section 4904 relaling to unsworn
falsification to au[hori[ies.
Dated: �� �/� � L(. )`����U �
Barbaro A. S[one, Execu[rix
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