HomeMy WebLinkAbout01-0336
Register of Wills of CUMBERLAND County, Pennsylvania
PETITION FOR GRANT OF LETTERS
Estate of Sophia A. Pruska
also known as
No.
~-OI-33~
, Deceased
Social Security No. 136-32-5147
Gail M. O'Brien
Petitioner(s), who islare 18 years of age or older. appJy(ies) for:
(COMPLETE 'A,' or 'B' BELOW:)
I!J A. Probate and Grant of Letters Testamentary and aver that Petitioner(s) islare the execut, rix
the Oecedent, dated 09/10/1998 andcodici~s) dated .
named in the last WiD of
State relevant circumstances. e.g.. renunciation, death of executor. ete.
Except as follows, Oecedent did not marry, was not divorced, and did not have a child born or adopted after execution of the documents
offered for probate; was not the victim of a killing and was never adjudicated incompetent:
o B. Grant of Letters of Administration
(c.t.a.; d.b.n.c.t.a; pendente lite; durante absentia; durante minoritate)
Petitioner(s) after a proper search haslhave ascertained that Decedent left no Will and was survived by the following spouse (jf any) and
heirs:
Name
Relationshi
Residence
(COMPLETE IN ALL CASES:) Attach additional sheets if necessary.
Decedent was domiciled at death in East Pennsboro Township, Cumberland
County, Pennsylvania with hislher last family
or principal residence at l\;1anor Care, 1700 Market Street, East Pennsboro Township, Carnp Hill, Cumberland Co., P A
(list street, number, and municipality)
Decedent, then ~years of age. died March 20, 2001 at Manor Care, 1700 Market Street, East Pennsboro Township, Camp Hill
(Location)
Decedent at death owned property with estimated values as follows:
(If domiciled in PAl All personal property
(If not domiciled in PAl Personal property in Pennsylvania
(If not domiciled in PAl Personal property in County
Value of real estate in Pennsylvania
$ 300,000.00
$
$
$
situated as follows:
d or rinted name and residence
c)
Gail M. O'Brien
4322 Park Street
Carn Hill, PA 17011
Prepared by the Pemsylvanla Bar Association
Copyright (e) 1996 form software only CPSystems. Inc.
Form RW-1 (1991)
/~ -d.J.O-/d
Oath of Personal Representative
Commonwealth of Pennsylvania
County of
The Petitioner(s) above-named swear(s) or affirm(s) that the statements in the foregoing Petition are true
and correct to the best of the knowledge and belief of Petitioner(s) and that, as personal representative(s) of
the Decedent, Petitioner(s) will wen and truly administer the estate according to law.
I l, · : \ "7AA, AJf. LJA ·
Sworn to or affirmed and subscribed 7~~ L'/L.. ~
before me this 27 thday of
Gail M. O'Brien
2001
, " ~32. 2 Park Street, Camp Hill, P A 17011
For ttw Register
MARY C. LEWIS ~
No.
21-2001-336
Estate of Sophia A. Pruska
Deceased
Social Security No: 136-32-5147
Date of Death: March 20, 2001
AND NOW,
MARCH 29TH
, 2001 , in consideration
of the Petition on the reverse side hereon, satisfactory proof having been presented before me,
IT IS DECREED that Letters 09 Testamentary 0 Of Administration
(c.I.a.; d.b.n.c.t.a.; pendente lite; durante absentia; durante minoritate)
are hereby granted to Gail M. O'Brien
in the above estate and that the instrument(s) dated September 10, 1998
described in the Petition be admitted to probate and filed of record as the last Will of Decedent.
FEES
Letters. . . . . . . $ 270.00
Short Certificate(s). .5 . $ 15.00
Renunciation. $
Affidavits ( $
Extra Pages ( 5 ) . $ 15.00
Codicil. . $
JCP Fee . $ 5.00
Inventory. $
Other . . $
01.v? e.4~tJ~4t
MARY C. LEWIS
Attorney: Thomas E. Flower, Esquire
1.0. No: 83993
Address: SAIDIS, SHUFF, FLOWER & LINDSAY
2109 Market Street, Camp Hill, P A 17011
Telephone: 717/737-3405
305.00
TOTAL. . . . $
Prepared by the PennsylVania Bar Association Copyright (e) 1996 form software only CPSystems, Inc.
PUT LETTERS IN AT'IORNEYS FILE
Form RW-1 (1991)
'Ll''':::;.,Q;nc; T;'},"v 0/~("
This is to certify that the information here given is correctly copied from an original certificate of death du}y filed with me as
Local ~egistrar. The original certificate will be forwarded to the State Vital Records Office for permanent filing.
WARNING: I) is illegal to duplicate this copy.b.y:.photostator photograph.
No.
~.vli~~~
Local Registrar
Fee for this certificate, $2.00
p
7234319
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d.L1 d.-OO
6are
21-2001-336
H105, 143Aev 2187
COMMONWEALTH OF PENNSYLVANIA' DEPARTMENT OF HEALTH' VITAL RECORDS
CERTIFICATE OF DEATH
TYPE/PAtHT
lit
PERMANENT
BLACK INK
DATE OFOEAJH1MCNh. 01.,. :;..,
.. ~'t..lC.~ 2D 'lee"
=..,0
MARITAL 'wus........ SltIIVIW<<3 SPOuSE
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PART It. o.r. aignIIcMI ~CONrtIuIIng IOduIh, W
...,.,...,. in.. ~auM;"'" in,fI'RT I.
DUE 10 COR AS ACONSEQUeNCE Of):
l :
DUE lOlOR AS A CONSEQUENCE: OF);
QUE lOfQR ASA CONSEOUENCE 0f1'
~
......
~
WERE AU1CIPSY FItOHOS
AlAIL.AaE PNOR TO
coa.LEllOH Of CAUSE
OF llEArH?
MANNER OF DEATH
........
-
~
OATE OF INJURY
(Man". Day. 'MaJ.
TawE Of INJURY
INJURY RWORK?
DESCIUE HDIN INJURY OCCURAEO.
HomiCiOll
o
o
o PlACE OF aNJURY. AI. home. tarm. .....lactcNy. oIIctI ...
building. etC. ISpcltvI
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_ 0 NoD
PendIng 1nvMl9&ion
_0
NoD
Suic'de
o
CCKItd noli be det.rmlMd
.IIEOtCAL EXAMlHllAJCORONER
On the bMiIIlMI...minatlon artdIew Inve.....bOn.in my opinion. deat'" CH;curred .'1M 11m.. d.... and place. and due to Ihe cauH(.) and
Manft.,,, 1181H............................................................... ....................................
3'..
REGIST
l:.2J I' a.. I , IJI
34.
2Ie. HIli.
CEIIT....ICNca Dl"Iir oneI
.CEATIFYWG PHYSICIAN lPh)'SlCoaiI CetWytng caused dltal/'l whefl anolhef phySIC" ha$PfOflOUrw;;ed dea'" ana compl~ Item 231
Tethli bMt.."'YIlnDwIedge..llthocc..............cauM(.IMdmanner.....ted...............................
ZO.
.PfIOHOUNCIHG AND CERTIFYWG PttYSAQAN (f'hfSIC.an DOIh iJtOl'lOunClf'I9 u~ and ceoafytng IOcaua 01 (....Utll
To....-.. 0<< -., knowtedge, .... occ""".t......... dille, ancI p4I1U. I" due.... uUM(aJ IfMII mann.t.. .'.IItd..
SAIDIS,
SHUFF &
MAS LAND
A1TORNEYS'AT'LAW
2109 Market Street
Camp Hill, PA
I
11
LAST WILL AND TESTAMENT
OF
SOPHIA A. PRUSKA
I, SOPHIA A. PRUSKA, of Hampden Township, Cumberland County,
Pennsylvania, declare this to be my Last Will and Testament,
hereby revoking any will previously made by me.
I - I direct the payment of all my just debts and funeral
expenses out of my estate as soon as may be practical after my
death.
II - I direct that my Executrix hereinafter named dispose
of all my tangible personal property either by distributing it to
the heirs of my estate in as nearly equal shares as possible, or
selling said property at public or private sale and adding the
proceeds to the residue of my estate.
III - I devise and bequeath all the rest, residue and
remainder of my estate of every nature and wherever situate unto
the Trustee hereinafter named, IN TRUST nevertheless, for the
following uses and purposes and under the following terms and
conditions:
The trust shall be held for the benefit of RYAN N.
HARCLERODE, 39 East High Street, Middletown, Pennsylvania, and
WH~TNEY R. HARCLERODE,
I 4~yia, in equal
39 East High Street, Middletown,
shares, and the trustee shall:
I
SAIDIS,
SHUFF &
MASLAND
AlTORNEYSoAToLAW
2109 Market Street
Camp 9111, PA
T
(a) Hold one such trust as a separate
trust for the benefit of each said beneficiary then living. Out
of the income derived by the trustee, Trustee shall pay all
necessary costs and expenses of the trust. The Trustee, at her
sole and absolute discretion, may make expenditures from the
income or principal of the trust as she deems necessary for the
support, maintenance and education of each beneficiary. As each
beneficiary attains the age of 21, he or she shall have the right
to withdraw 1/3 of the balance of the trust; as each beneficiary
attains the age of 25, he or she shall have the right to withdraw
1/2 of the balance of the trust; and as each beneficiary attains
the age of 30, he or she shall have the right to withdraw the
entire balance of the trust.
(b) If either of the beneficiaries
predecease me or dies before distribution of the entire share
held for his or her benefit, the principal and any accumulated
and undistributed income of the share, shall then be distributed
to the beneficiaries' issue. Should any beneficiary die without
leaving issue surviving, including afterborne issue, then the
remaining principal and accumulated and undistributed income of
the share shall be distributed to the other beneficiary and or
his or her issue.
(c) No interest in income or principal
shall be assignable by, or available to anyone having a claim
against a beneficiary before actual payment to the beneficiary.
IV - I nominate, constitute and appoint GAIL M. O'BRIEN as
Executrix of this, my Last Will and Testament and Trustee of the
trusts created in Paragraph III. Should she be unable or decline
to serve in either capacity, then I appoint PNC Bank, N.A. as
Executor or Trustee. Neither of my personal representatives or
trustees shall be required to post bond in this or any
jurisdiction.
de:;
(j
2
SAIDIS,
SHUFF &
MAS LAND
ATIORNEYSoAToU.W
2109 Market Street
Camp Hili. PA
I
I
v - I authorize my Executor and Trustee:
A. To retain and to invest in all forms of real
and personal property, without being confined to investments
authorized by a statutory list, without being required to
diversify and regardless of any principle of law limiting
delegation of investment responsibility by Executors or Trustees;
B. To compromise claims and to abandon any
property which, in my Executor's or my Trustee's opinion, is of
little or no value;
c. To sell at public or private sale, to exchange
or to lease for any period of time, any real or personal proper-
ty, and to give options for sales or leases;
D. To join in any merger, reorganization, voting-
trust plan or other concerted action of security holders, and to
delegate discretionary duties with respect thereto;
E. To borrow from anyone, even if the lender is
an Executor or Trustee hereunder, and to pledge property as
security for repayment of the funds borrowed;
..6 d, ~
3
I
SAIDIS.
SHUFF &
MASLAND
AlTORNEYSoAToLAW
2109 Market Street
Camp Hill, PA
F. To employ and to rely upon advice given by
investment counsel, to delegate discretionary authority to make
changes in investments to investment counsel, and to pay invest-
ment counsel reasonable compensation in addition to any fees
otherwise payable to my Executor and my Trustee;
G. To employ a custodian, to hold property unreg-
istered or in the name of a nominee (including the nominee of any
institution employed as custodian), and to pay reasonable compen-
sation to the custodian in addition to any fees otherwise payable
to my Executor and my Trustee;
H. To hold two or more trusts hereunder as a
combined fund (allocating ratably to such trusts all receipts
from, and expenses of, the combined fund) for convenience in
investment and administration; provided that any combination of
trusts for this purpose shall not alter their status as separate
trusts; and
I. To distribute in cash or in kind.
J. to make payments to the parents or guardians
of any beneficiary.
~~
4
SAIDIS,
SHUFF &
MAS LAND
A1TORNEYS-AT-LAW
2109 Market Street
Camp Hill. PA
These authorities shall extend to all property at any time
held by my Executor or my Trustee and shall continue in full
force until the actual distribution of all such property, except
as otherwise specifically stated. All powers, authorities, and
discretion granted by this will shall be in addition to those
granted by law and shall be exercisable without court authoriza-
tion.
IN WITNESS WHEREOF, I have hereunto set my hand and seal on
/ 0 -I!-
.
this, the
~~
~ q I?~
(SEAL)
day of
, 1998.
SOPHIA A_ PRUSKA
Signed, sealed, published and declared by SOPHIA A. PRUSKA,
Testatrix therein named, on this and four (4) other sheets of
paper as and for her Last will and Testament, in our presence,
who, in her presence, at her request, and in the presence of each
other, have hereunto subscribed our names as attesting witnesses.
~p~
. \Name
(x::)~~~*
C
(J~ /1i6 A.
'- Addre S
Name
<[ f0 C\ 1\ ~t\.
Address
5
"
SAIDIS,
SHUFF &
MAS LAND
ATIORNEYSoAToLAW
2109 Market Street
Camp Hill. PA
..
.
COMMONWEALTH OF PENNSYLVANIA)
SS.
COUNTY
CUMBERLAND)
OF
WE, the undersigned, the Testatrix and the witnesses,
respectively, whose names are signed to the foregoing instru-
ment, being first duly sworn, do hereby declare to the under-
signed authority that the Testatrix signed and executed the
instrument as her Last will and Testament and that she signed
willingly (or willingly directed another to sign for her), and
that she executed it as her free will and voluntary act for the
purposes therein expressed, and that each of the witnesses, in
the presence and hearing of the Testatrix signed the will as
witnesses and that to the best of their knowledge the Testatrix
was at that time eighteen years of ~ge or older, of sound mind,
and under no constraint or undue influence.
.:J~,?~
Testatrix
Subscribed, sworn to and acknowledged
testatrix, and sU9~cribed and~r~ to before
nesses, this IO-IA day of 'J ~
./
before me by the
me by both wit-
, 1998.
/d)~f~t!m
6
Notarial Seal
C Shelb~ L. Yingling, Notary Public
amp HI". Boro. Cumberland Count
My Commission Expires April 8, 200b
Member PennsVlvania Association of Notaries
E
REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYLVANIA
CERTIFICATION OF NOTICE UNDER RULE 5.6(A)
Name of Decedent: Pruska, Sophia A.
Date of Death: March 20, 2001
Will No.
21-01-0336
Admin. No.
To the Register:
I certify that Notice of Estate Administration required by Rule 5.6(a) of the Orphans'
Court Rules was mailed to the following beneficiaries of the above-captioned estate on April
S , 2001.
Name
Address
Ryan N. Harclerode
39 East High Street, Middletown, P A 17057
Whitney R. Harclerode
39 East High Street, Middletown, P A 17057
As both the above-named beneficiaries are minors, the Notices were mailed in care of
their mother, Kelly A. Harclerode, also of39 East High Street, Middletown, PA 17057.
Notice has now been given to all persons entitled thereto under Rule 5.6(a) except
none
Date:
Lj/S/Of
/ (
k/~ {Y~
'Gail O'Brien, Executrix
4322 Park Street
Camp Hill, PA 17011
Capacity:
..x..Personal Representative
-=Counsel for Personal
Representative
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IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA
ORPHANS' COURT DIVISION
ESTATE OF SOPHIA PRUSKA, : No. 21-01-0336
Deceased
Late of East pennsboro Township : Social Security No. 136-32-5147
INVENTORY
1. Blackrock Money Market $ 34,420.00
2. Blackrock Funds Large Cap Value Equity Port $ 14,482.00
3 . Blackrock Funds Large Cap Growth Equity Port $ 22,495.00
4 . Blackrock Funds Balanced Portfolio (Equity) $ 22,230.00
5. Blackrock Funds Managed Income Portfolio $195,926.00
6. Blackrock Funds Balanced Portfolio (bond) $ 12,576.00
7. Blackrock Funds Balanced Porfolio (other) $ 1,413.00
TOTAL
$303,541. 00
Date:
By: ~//J&&/J/~ '&~-eL~~
Gail O'Brien, Executrix
Of Estate of Sophia pruska
Sworn and subscribed before
me this aM day of V7l~-,
2001.
Notanal Seal
Sallie Osman, Notary PUD!;( l
Carlisle Bora, Cumberlanc i'OUfJl. I
My Commission Expires Ma,)~' ?;j, !
_....J
/t-d30-/~
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
DEPT. 280601
HARRISBURG, PA 17128-0601
NOTICE OF INHERITANCE TAX
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSMENT OF TAX
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
07-30-2001
PRUSKA
03-20-2001
21 01-0336
CUMBERLAND
101
THOMAS E FLOWER
SAIDIS ETAL
2109 MARKET ST
CAMP HILL
ESQ
,.,
PA 11'011
Allount Rellitted
REY-1547 EX AFP <l2-DDl
SOPHIA
A
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~
REY=isli'-EX--AFP-n'2':o(ir-NOTicE--OF-YNHEifiTANCE-TAX-'A-PPRAiiEiiENT~--AiUiiAirCE-OR-----------------
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF PRUSKA SOPHIA A FILE NO. 21 01-0336 ACN 101 DATE 07-30-2001
TAX RETURN WAS: (X) ACCEPTED AS FILED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A)
2. Stocks and Bonds (Schedule B)
3. Closely Held Stock/Partnership Interest (Schedule C)
4. Mortgages/Notes Receivable (Schedule D)
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E)
6. Jointly Owned Property (Schedule F)
7. Transfers (Schedule G)
8. Total Assets
CHANGED
Cl)
(2)
(3)
(4)
(5)
(6)
(7)
.00
268,031.77
.00
.00
30,998.36
.00
.00
(8)
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adll. Costs/Misc. Expenses (Schedule H)
10. Debts/Mortgage Liabilities/Liens (Schedule I)
11. Total Deductions
12. Net Value of Tax Return
13. Charitable/Governnental Bequests; Non-elected 9113 Trusts (Schedule J)
14. Net Value of Estate Subject to Tax
If an assessment was issued previously, lines
reflect figures that include the total of ALL
ASSESSMENT OF TAX:
15. Allount of Line 14 at Spousal rate (15)
16. Amount of Line 14 taxable at Lineal/Class A rate (16)
17. Allount of Line 14 at Sibling rate (17)
18. Amount of Line 14 taxable at Collateral/Class B rate (18)
19. Principal Tax Due
TAX CREDITS:
AYHENT
DATE
06-13-2001
NOTE:
RECEIPT
NUMBER
AA496720
DISCOUNT (+)
INTEREST/PEN PAID (-)
2,045.38
. IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
24,518.00
1.795.19
(1)
(2)
(3)
(4)
(9)
ClO)
NOTE: To insure proper
credit to your account,
subnit the upper portion
of this form with your
tax payment.
299,030.13
26.313 ]9
272,716.94
.00
272,716.94
14, IS and/or 16, 17, 18 and 19 will
returns assessed to date.
.00Xoo=
.00 X 045=
.OOX 12 =
272,716.94 X 15 =
Cl9)=
AMOUNT PAID
38,862.16
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
.00
.00
.00
40,907.54
40,907.54
40,907.54
.00
.00
.00
( IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIr' (CR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)
IIl:\1-1;OOEXj&OO)
'* COMMONWEALTH OF
PENNSYLVANIA
DEPARTMENT OF REVENUE
DEPT. 280601
HARRISBURG, PA 17128-0601
REV-1500
'/(.,--~o - /d?
C
7~
INHERITANCE TAX RETURN
RESIDENT DECEDENT
FILE NUMBER
21 - 01
01 03 36
COUNTY CODE
YEAR
NUMBER
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DECEDENrs NAME (LAST, FIRST AND MIDDLE INITIAL)
Pruska, So hia A,
DATE OF DEATH MM--DD--YEAR)
SOCIAL SECURITY NUMBER
136
32
- 5147
DATE OF 81RTH (MM-DD-YEAR)
03 -20-01
(IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST AND MIDDLE INITIAL)
THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
REGISTER OF WILLS
SOCIAL SECURITY NUMBER
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D4.LimiledEstate
~6,DecedentDiedTestate(AltllcllCGPYOfWiIf)
D9.LiligationproceedsReceived
D2.suPPlementalReturn
D 4a, Future Interest Compromise (dale ofdUlh IIrlar 12-12-82)
o 7. Decedent Maintained a Living Trust attach II CGpyofTruat)
D10.spousaIPovertYCredit{daleCrdaalhbelween12_31_91and1.1-95)
D 3. Remainder Return (daleofdesth prior to 12-13-32)
D 5. Federal Estate Tax Return Required
8. Total Number of Safe Deposit Boxes
D 11. Eleclion 10 tax under Sec. 9113(A) allach Scn 00
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THIS SECTION MUST BE COMPLETED ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO
NAME COMPLETE MAILING ADDRESS
Thomas E, Flower, Es .
FIRM NAME (if ~"'"""
Saldls, Shun. l<lower & Lindsa
TELEPHONE NUMBER
717-737-3405
2109 Market Street
earn Hill,PA 17011
1. Real Estate (Schedule A)
2. Slacks and Bonds (Schedule B)
3_ Closely Held Corporation, Partnership or Sole-Proprietorship
4. Mortgages & Noles Receivable (Schedule D)
5. Cash, Bank Deposits & Miscellaneous Personal Property
(Schedule E)
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6. Jointly Owned Property (Schedule F)
Dseparate Billing Requested
7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property
(Schedule G orL)
8. Tolal Gross Assets (total Lines 1-7)
9. Funeral Expenses & Administrative Costs (Schedule H)
10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule 1)
11. Total Deductions (total Lines 9 & 10)
12. NelValue of Eslate (Line 8 minus Line 11)
(I)
{21 268,031.77
(3)
(4)
(5) 30,998.36
(6)
(7)
(8) 299,030.13
(9) 24,518.00
(10) 1,795.19
(III 26,313.19
(12) 272,716.94
(13)
13. Charitable and Governmental Bequests/Sec 9113 Trusts for which an election 10 lax has not been
made (Schedule J)
14. Net Value Subject to Tax (Line 12 minus Line 13)
(14) 272,716.94
SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES
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15. Amounl of Line 14 taxable at the spousaflax
rate, or transfers under Sec. 9116 (a)(1.2)
16. Amount of Line 14 taxable at lineal rate
17. Amount of Line 14 taxable at sibling rate
18. Amount of Line 141axable at collateral rate
19. Tax Due
200
> > BE SURE TO ANSWER ALL QUESTIONS ON REVERSE SIDE AND RECHECK MATH < <
x.O_ (15)
x.O_ (16)
x .12 (17)
x ,15 (18) 40,907.54
(19) 40,907.54
272,716.94
CHECK HERE IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT
Decedent's Complete Address:
STREETtpDRESt
anor are
1700 Market Street
CITY Camp Hill I STATE PA I ZIP 17011
Tax Payments and Credits:
1. Tax Due (Page 1 Line 19)
2. Credits/Payments
A. Spousal Poverty Credit
B. Prior Payments
C. Discount 2,045.38
(I) 40,907.54
Total Credits (A+ B + C )
(2) 2,045.38
3. InteresUPenalty if applicable
D.lnleresl
E. Penalty
TotallnteresUPenalty ( D + E ) (3)
4. If Line 2 is greater than Line 1 + Une 3, enter the difference. This is the OVERPAYMENT.
Check box on Page 1 Line 20 to request a refund (4)
5. If Une I + line 3 is greater than line 2, enter the difference. This is the TAX DUE. (5) 38,862.16
A Enter the interest on the tax due, (SA)
B. Enter the total of Line 5 + 5A. This is the BALANCE DUE. (513) 38,862.16
Make Check Payable to: REGISTER OF WILLS, AGENT
PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS
. Did decedent make a transfer and: Yes No
a. retain the use or income of the property transferred; - - - - - - _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ 0 [8]
b. retain the right to designate who shall use the property transferred or its income: _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ 0 [8]
c. retain a reversionary interest: or - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - 8 181
d. receive the promise for life of either payments, benefits or care? _ _ _ _ _ _ _ _ _ _ _ _ -_ -_ -_ -_ -_ -_ -_ [8J
2. If death occurred after December 12, 1982, did decedent transfer property within one year of death
without receiving adequate consideration? _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ l:J [8J
3. Did decedent own an "in trust for"cRayable upon death bank account or security at his or her death? _ U [8J
4. Did decedent own an Individual Retirement Account, annuity, or other non.probate property which
contains a beneficiary designation? _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ . 0 [8]
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN.
Under penalUII of perjury, I dlclere ttllt I havI examIned thlt return,lncludlng accompanying Ichtdulll and ltatlments, and to the beet of my knowledge Ind bllllf, It II trUI, corrlct.nd
complltl.
Otcl.utlon of preplrer othlr th.n ttll pIl"IOn.1reprnlntatiYlII balld on .11 Information of which pr.p.ref hIS .ny knowkldlJl.
DATE
(,.-(2.-0J
ADDRESS
Gail M. O'Brien, Executrix, 4322 Park Street, Camp Hill, P A 170 II
SIGNA E OF PREPARER OTHEEN R ES NTATlVE
ADDRESS
Siadis, Shuff, Flower & Lindsay, 2109 Market Street, Camp Hill PA
/ /01
DATE ~ ~ t.. _ c,) I
17011
For dates of death on or after July 1, 1994 and Before January 1, 1995, the tax rate imposed on the net value of transfers to or to the use of the surviving spouse is 3%
[72 P.S. 19116 (a)(l.l) (I)).
For dates of death on or after January 1, 1995, the tax rale imposed on the net value of transfers to or for Ihe use of the surviving spouse is 0% [72 P.S. ~9116 (a) (1.1) (ii)].
The statute does not exemot a transfer to a surviving spouse from tax, and the statutory requirements for disclosure of assets and filing a tax return are still applicable even if
the surviving spouse is the only beneficiary.
For dates of death on or after July 1, 2000:
The tax rate imposed on the net value of transfers from a deceased child twenty-one years of age or younger at death to or for the use of a natural parent, an adoptive parent,
or a stepparent of the child is 0% [72 RS. 19116(a)(1.2)).
The tax rate imposed on the net value of transfers to or for the use of the decedent's lineal beneficiaries is 4.5%, except as noted in 72 RS. ~9116(1.2) [72 RS. ~9116(a)(1)].
The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is 12% (72 P.S. ~9116(a)(1.3)J. A sibling is defined, under Section 9102, as an
individual who has at least one parent in common with the decedent, whether by blood or adoption.
REV'''''''''''01''''.
COMMONWEAlTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE B
STOCKS & BONDS
ESTATE OF
pruska, Sophia A.
FILE NUMBER
21-01-0336
All property jointly-owned with right of survivorship must be disclosed on Schedule F.
ITEM
NUMBER
1.
2.
3.
4.
DESCRIPTION
1,007.114 shares PNC Blackrock Fund at 13.800000
1,745.116 shares PNC Blackrock Fund at 11.440000
2,398.571 shares PNC Blackrock Fund at 14.510000
19,114.688 shares PNC Blackrock Fund at 10.430000
VALUE AT DATE
OF DEATH
13,898.17
19,964.13
34,803.27
199,366.20
TOTAL (Also enter on line 2. Recapitulation) '268,031.77
(If more space is needed, inse- additional sheets of the same size)
""",m""""".
COMMONWEALTH OF PENNSYlVANIA
INHERiTANCE TAX RETURN
RESIDENT DECEDENT
.
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
ESTATE OF
Pruska, Sophia A.
FILE NUMBER
21-01-0336
Include the proceeds of litigation and the dale the proceeds were received by the estate. All property jointly-owned with the right of survivorship must be disclosed on Schedule F.
ITEM
NUMBER
1.
DESCRIPTION
PNC Blackrock money market: cash principal amount
VALUE AT DATE
OF DEATH
30,99836
TOTAL (Also enter on line 5, Recapitulation) $ 30,998.36
(If more space is needed, insert additional sheets of the same size)
"""'EX'"'''''''.
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
ESTATE OF
Pruska, Sophia A.
FILE NUMBER
21-01-0336
Debts of decedent must be reported on Schedule 1.
ITEM
NUMBER DESCRIPTION AMOUNT
A. FUNERAL EXPENSES:
I. funeral expense - Neill Funeral Home 6,400.00
B. ADMINISTRATIVE COSTS:
I. Personal Representative s Commissions 11,500.00
Name of Personal Representative(s) Gail M. O'Brien, Executrix
Social Security Number(s) I EIN Number of Personal Represenlative(s)
51 I Add 4322 Park Street
rea ress
Cily Camp Hill Slate PA zipl7011
Year(s) Commission Paid: 2001
2. AllorneyFees ISaidis, Shuff, Flower & Lindsay I 6,000.00
3. Family Exemption: (if decedents address is not the same as claimant s, attach explanation)
Claimant
StreelAddress
City Slate lip
Relalionship of Claim ani 10 Decedent
4. Probate Fees 305.00
5. AccounlantsFees
6. Tax Return Preparers Fees
Advertisement of Estate 298.00
7.
Inheritance Tax Return Filing Fee 15.00
TOTAL (Also enter on line 9, Recapitulation) $ 24,518.00
(If more space IS needed, Insert additional sheets of the same size)
""''''''''''91''''*
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE
DEBTS OF DECEDENT,
MORTGAGE LIABILITIES & LIENS
ESTATE OF
Pruska, Sophia A.
FILE NUMBER
21-01-0336
Include unreimbursed medical expenses.
ITEM
NUMBER
I.
2.
3.
4.
5.
6.
DESCRIPTION
Neighborcare Phannacy --prescription drugs
HeR Manor Care -- room charge and nursing services
Quantum Imaging & Therapeutic Associates -- medical bill
Manor Care -- Speech Pathology Therapy
Internists of Central P A -- medical bill
Gail O'Brien -- reimbursement for clothing purchased for Decedent
AMOUNT
106.25
1,534.00
13.91
79.52
20.72
40.79
TOTAL (Also enter on line 10, Recapitulation) s
(If more space 15 needed, insert additional sheets of the same size)
1,795.19
REV""'''''''91''''.
COMMONWEALTH OF PENNSYLVANIA
INHERITANce TAX RETURN
RESIDENT DECEDENT
SCHEDULE J
BENEFICIARIES
ESTATE OF 5 I. .
~p"\I~
A. of>V"'-\.'5> k. a
FILE NUMBER 2 I - (> I - 0 5 S '"
RELATIONSHIP TO DECEDENT AMOUNT OR SHARE
NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY Do Not list Trustee(s) OF ESTATE
1. TAXABLE DISTRIBUTIONS (include outright spousal distributions)
I. Ryan N. Harclerode none 1/2
39 E. High Street
Middletown, P A
Whitoey R. Harclerode none 1/2
39 E. High Street
Middletown, P A
ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 17, AS APPROPRIATE. ON REV 1500 COVER SHEET
II. NON-TAXABLE DISTRIBUTIONS:
A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE
1.
B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
1.
TOTAL OF PART 11 - ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV 1500 COVER SHEET $
(if more space is needed, insert additional sheets of the same size)
Estate Valuation
Date ot DIilath:
Valuation Date:
processing Date:
03/20/2001
03/20/2001
04/25/2001
Batate ot: se'Ra PlWSM.
Report Type: Dat. of Death
Number of Securities: 4
Pil. ID' 3127663
Shares
or Par
Security
Description
High/ABk
Low/Bid
Mean ana! or Oi v and Int Seouri ty
Adjustment. Accruals Value
1)
1007.114 BLACKROCK res 1091927565)
LR CP VL ElQ INC
NASDAQ
03/20/2001
13.80000 Bid
13.800000
13,898.17
2)
1745.116 BLACKROCK ros (091927524)
IoRG GIlW EQ INC
NASDAQ
03/20/2001
11. 44000 Bid
11.440000
19,964.13
3)
2398.571 B~ ros (091927848)
BALANCED INS'l'L
H_
03/20/2001
14.51000 aid
14.510000
34,803.27
4) 19114.688 BLACKROCK res (091928606)
~D INSTI.
NASDAQ
03/20/2001
10.43000 Bid
10.430000
199,366.20
'I'otal Value:
Total Accrual:
Total: $268,031.77
$268,031.77
$0.00
page 1
[0/20'd
'I'his report was produced with EstateVal, a product ot Estate Valuations & Pricing Systems, Inc.
~'AaSR ~ontact EVP Svstema at (818) 313-6300. (Revision 6.3.0)
vS22 0[1. I.. TI.. >lNtlEl JNd
If you have questions,
vS:0T
T002-1..2-<ldtl
SAlOIS,
SHUFF &
MAS LAND
ATIORNEVS-AT-l.AW
2109 Market Street
Camp Hili. PA
21-2001-336
LAST WILL AND TESTAMENT
OF
SOPHIA A. PRUSKA
I, SOPHIA A. PRUSKA, of Hampden Township, Cumberland County,
Pennsylvania, declare this to be my Last Will and Testament,
hereby revoking any will previously made by me.
I - I direct the payment of all my just debts and funeral
expenses out of my estate as soon as may be practical after my
death.
II - I direct that my Executrix hereinafter named dispose
of all my tangible personal property either by distributing it to
the heirs of my estate in as nearly equal shares as possible, or
selling said property at public or private sale and adding the
proceeds to the residue of my estate.
III - I devise and bequeath all the rest, residue and
remainder of my estate of every nature and wherever situate unto
the Trustee hereinafter named, IN TRUST nevertheless, for the
following uses and purposes and under the following terms and
conditions:
The trust shall be held for the benefit of RYAN N.
HARCLERODE, 39 East High Street, Middletown, Pennsylvania, and
39 East High Street, Middletown,
en~~~ia, in equal
shares,
and the trustee shall:
SAlOIS,
SHUFF &
MASLAND
^~^T.LAW
2109 Market Street
Camp HUI. P A
(a) Hold one such trust as a separate
trust for the benefit of each said beneficiary then living. Out
of the income derived by the trustee, Trustee shall pay all
necessary costs and expenses of the trust. The Trustee, at her
sole and absolute discretion, may make expenditures from the
income or principal of the trust as she deems necessary for the
support, maintenance and education of each beneficiary. As each
beneficiary attains the age of 21, he or she shall have the right
to withdraw 1/3 of the balance of the trust; as each beneficiary
attains the age of 25, he or she shall have the right to withdraw
1/2 of the balance of the trust; and as each beneficiary attains
the age of 30, he or she shall have the right to withdraw the
entire balance of the trust.
(b) If either of the beneficiaries
predecease me or dies before distribution of the entire share
held for his or her benefit, the principal and any accumulated
and undistributed income of the share, shall then be distributed
to the beneficiaries' issue. Should any beneficiary die without
leaving issue surviving, including afterborne issue, then the
remaining principal and accumulated and undistributed income of
the share shall be distributed to the other beneficiary and or
his or her issue.
(c) No interest in income or principal
shall be assignable by, or available to anyone having a claim
against a beneficiary before actual payment to the beneficiary.
IV - I nominate, constitute and appoint GAIL M. O'BRIEN as
Executrix of this, my Last Will and Testament and Trustee of the
trusts created in Paragraph III. Should she be unable or decline
to serve in either capacity, then I appoint PNC Bank, N.A. as
Executor or Trustee. Neither of my personal representatives or
trustees shall be required to post bond in this or any
jurisdiction.
.;d C{ Yf
2
SAlOIS,
SHUFF &
MAS LAND
A1TORNEYS-AT-LAW
2109 Market Streel
Camp Hill. P ^
v - I authorize my Executor and Trustee:
A. To retain and to invest in all forms of real
and personal property, without being confined to investments
authorized by a statutory list, without being required to
diversify and regardless of any principle of law limiting
delegation of investment responsibility by Executors or Trustees;
B. To compromise claims and to abandon any
property which, in my Executor's or my Trustee's opinion, is of
little or no value;
C. To sell at public or private sale, to exchange
or to lease for any period of time, any real or personal proper-
ty, and to give options for sales or leases;
D. To join in any merger, reorganization, voting-
trust plan or other concerted action of security holders, and to
delegate discretionary dutj.es with respect thereto;
E. To borrow from anyone, even if the lender is
an Executor or Trustee hereunder, and to pledge property as
security for repayment of the funds borrowed;
~ a.~
3
F. To employ and to rely upon advice given by
investment counsel, to delegate discretionary authority to make
changes in investments to investment counsel, and to pay invest-
ment counsel reasonable compensation in addition to any fees
otherwise payable to my Executor and my Trustee;
G. To employ a custodian, to hold property unreg-
istered or in the name of a nominee (including the nominee of any
institution employed as custodian), and to pay reasonable compen-
sat ion to the custodian in addition to any fees otherwise payable
to my Executor and my Trustee;
H. To hold two or more trusts hereunder as a
combined fund (allocating ratably to such trusts all receipts
from, and expenses of, the combined fund) for convenience in
investment and administration; provided that any combination of
trusts for this purpose shall not alter their status as separate
trusts; and
I. To distribute in cash or in kind.
SAIDIS, J. to make payments to the parents or guardians
SHUFF &
MAS LAND of any beneficiary.
ATTORNEYS-AT-LAW
2109 Market Street
Camp Hill. PA
_~t?
4
SAlOIS,
SHUFF &
MAS LAND
ATJ'ORNEYS-AT-LAW
2109 Market Street
Camp Hili. PA
These authorities shall extend to all property at any time
held by my Executor or my Trustee and shall continue in full
force until the actual distribution of all such property, except
as otherwise specifically stated. All powers, authorities, and
discretion granted by this will shall be in addition to those
granted by law and shall be exercisable without court authoriza-
tion.
IN WITNESS WHEREOF, I have hereunto set my hand and seal on
this, the .I 6 ~ day of ~.:t~;......
~ q G'-'1~
, 1998.
(SEAL)
SOPHIA A. PRUSKA
Signed, sealed. published and declared by SOPHIA A. PRUSKA,
Testatrix therein named, on this and four (4) other sheets of
paper as and for her Last will and Testament, in our presence,
who, in her presence, at her request, and in the presence of each
other, have hereunto subscribed our names as attesting witnesses.
~eme J/kL
/ '
I \ ,
I \., ~
Name
(J~ /I.zu Ii.
o Addrezs
c' ,
r. j'0 (. \ \\
'v~
Address
5
SAlOIS,
SHUFF &
MASLAND
ATTORNEYS-AT.lt\W
2109 Market Street
Camp Hill. PA
COMMONWEALTH OF PENNSYLVANIA)
SS.
COUNTY
CUMBERLAND)
OF
WE, the undersigned, the Testatrix and the witnesses,
respectively, whose names are signed to the foregoing instru-
ment, being first duly sworn, do hereby declare to the under-
signed authority that the Testatrix signed and executed the
instrument as her Last Will and Testament and that she signed
willingly (or willingly directed another to sign for her), and
that she executed it as her free will and voluntary act for the
purposes therein expressed, and that each of the witnesses, in
the presence and hearing of the Testatrix signed the Will as
witnesses and that to the best of their knowledge the Testatrix
was at that time eighteen years of ~ge or older, of sound mind,
and under no constraint or undue influence.
~~<f(,?~
Testatrix
9
Witn'
Subscribed, sworn to and acknowledged
testatrix, and su~~cribed and~r~to before
nesses, this fO-#> day of 'J ~/
./
before me by the
me by both wit-
, 1998.
AJ,FJ/p. ~
./ N aty b'
6
Notarial Seal
Shelby L. Yingling, Notary Public
Camp HIli. 80ro. Cumberland COUnt
My CommIssIon ExpIres AprilS, 200b
Member Pennsvlvt!nia 4ssociatjon of Notaries
FIRST AND FINAL ACCOUNT OF
GAIL O'BRIEN
FOR THE
ESTATE OF SOPHIA A. PRUSKA
NO. 21-01-0336
Date of Death: March 20, 2001
Date of Executor's Appointment: March 29, 2001
First Complete Advertisement of
Grant of Letters May 1, 2001
Accounting for the Period: May 2, 2001 to August 27, 2001
Purpose of Account: Gail O'Brien, Executrix, offers this
account to acquaint interested parties with the transactions
that have occurred during her administration. The account also
indicates the proposed distribution of the estate.
It is important that the account be carefully examined.
Requests for additional information or questions or objections
can be discussed with:
Thomas E. Flower, Esquire
Saidis, Shuff, Flower & Lindsay
2109 Market Street
Camp Hill, PA 17011
[717] 737-3405
SUMMARY
Proposed Distribution to Beneficiaries
Page
No.
PRINCIPAL:
Receipts 3
Less Disbursements 3
Distributions to Beneficiaries 3-4
Principal Balance Remaining
INCOME:
Receipts
4
Less Disbursements
4
Income Balance Remaining
Income Adjustment, to Balance:
Presumed Income (4/20 - 7/3)
Combined Balance Remaining
Balance Remaining in estate account
Other assets
Hilliard Lyons Government Fund
Blackrock Municipal Trust
Combined Balance Remaining
Items to be disbursed
TO GAIL O'BRIEN, EXECUTRIX:
TO SAIDIS, SHUFF, FLOWER & LINDSAY,
ATTORNEY FEE:
$305,491.28
(48,399.61)
(17,879.91)
$413.38
0.00
$ 9,374.47
131,400.73
100,701. 00
$11,970.90
6,000.00
2
$223,505.30
$239,211. 76
$413.38
1,851.06
$241,476.20
$241,476.20
expense 110.10
38,862.16
15.00
10.36
325.00
354.41
PRINCIPAL RECEIPTS
3-20-01 PNC Advisors Portfolio:
Blackrock funds
Cash/Money Market
7-19-01 Personal Income tax refund
8-20-01 Personal Income tax rebate
TOTAL PRINCIPAL RECEIPTS
PRINCIPAL DISBURSEMENTS
2001
March 29
April 9
26
26
2
1
1
May
Register of Wills - probate fee
Cumberland Law Journal - advertise estate
Gail O'Brien - reimburse for yr. 2000 taxes
Gail O'Brien - reimburse for burial clothing
Neighborcare Pharmacy - prescription expense
HCR Manor Care - nursing home expense
Quantum Imaging & Therapeutic Associates
medical expense of decedent
HCR Manor Care - nursing home expense
Neill Funeral Horne - funeral expense
Internists of Central PA - medical expense
of decedent
Quantum Imaging & Therapeutic Associates
medical expense of decedent
8 Patriot News-advertising of estate notice
15 Register of Wills, Agent-inheritance tax
15 Register of Wills - tax return filing fee
15 Internists of Central PA - medical expense
2 Wildeman & Brock CPAs - preparation of 1040
13 Hillyard Lyons, transaction fee
1
3
3
8
June
July
TOTAL PRINCIPAL DISBURSEMENTS
ADVANCE DISTRIBUTIONS TO BENEFICIARIES
For Whitney Harclerode:
April 30 White Deer Run-treatment for Whitney Harclerode
May 8 Family Foundation school-entrance fee
8 Evolution Consulting-Harclerode escort to school
8 Family Foundation School-residential treatment
June 12 Family Foundation School-residential treatment
2 Family Foundation School-residential treatment
Aug. 3 Family Foundation School-residential treatment
Total for Whitney Harclerode:
3
$ 268,031.77
30,998.36
6,331.00
130.15
$305,491. 28
305.00
75.00
141. 00
40.79
106.25
1,534.00
13.91
79.54
6,400.00
20.72
6.37
$48,399.61
2,000.00
3,250.00
980.00
3,560.00
1,033.38
3,326.49
3,275.04
17,424.91
For Ryan Harclerode:
Aug. 9 Gail O'Brien - reimburse for driver's training
9 Gail O'Brien - reimburse for religious education
Total for Ryan Harclerode:
420.00
35.00
455.00
TOTAL ADVANCE DISTRIBUTIONS TO BENEFICIARIES
$17,879.91
INCOME RECEIPTS
PNC Advisors, dividend on investment account:
March 29, 2001
$33.23
$33.23
PNC Bank, interest on estate checking account:
May 8, 2001
June 8, 2001
July 10, 2001
August 8, 2001
$3.86
5.49
7.14
5.79
$ 22.28
Income accruing to PNC Advisors accounts,
From d.o.d. (3-20-01) to statement of 4-20-01:
$4,510.87
(4,370.10)
June 11 Reclamation of pension overpayment:
Hillyard Lyons, dividend on investment:
July 16, 2001
TOTAL INCOME RECEIPTS
272.61
$ 413.38
4
COMMONWEALTH OF PENNSYLVANIA
SS:
COUNTY OF CUMBERLAND
Gail O'Brien, Executrix under the Last Will and Testament of
Sophia A. Pruska, deceased, hereby declares under oath that she
has fully and faithfully discharged the duties of her office; that
the foregoing First and Final 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; and that all taxes presently due
from the estate have been paid.
~&~~
Gail O'Brien
STIl?rn ~nd subsct~~,~t before me
thlS . day Of~, 2001.
Q~~I[L
Notarial Seal
Stacy L. Frick, Notary Public
East Pennsboro lWp., Cumberland County
My Commission Expires Jan. 12, 2004
5
ESTATE OF SOPHIA A. PRUSKA
PROPOSED SCHEDULE OF DISTRIBUTION
BALANCE REMAINING -
Hilliard Lyons Government Fund
Blackrock Municipal Trust
Estate checking account
TOTAL
LESS ITEMS TO BE DISBURSED:
To Gail O'Brien, Executrix commission:
To Saidis Shuff Flower & Lindsay,
Attorney's fee:
TOTAL
PROPOSED DISTRIBUTION
Trust for Whitney R. Harclerode:
Trust for Ryan N. Harclerode:
TOTAL DISTRIBUTION
$131,400.73
100,701.00
9,374.47
11,970.90
6,000.00
$103,267.70
$120,237.60
6
$241,476.20
$ 17,970.90
$223,505.30
$223,505.30
IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA
t
STATUS REPORT UNDER RULE 6.12
Name of Decedent: Sophia A. Pruska
Date of Death: 03 - 20 - 01
Will No.
2001 - 00336
Admin. No. 21- 01- 0336
Pursuant to Rule 6.12 of the Supreme Court Orphans' Court Rules, I report the
following with respect to completion of the administration ofthe above-captioned estate:
1. State whether administration of the estate is complete: Yes --.X; No
that
2. If the answer is No, state when the personal representative reasonably believes
the administration will be complete:
3. Ifthe answer to No.1 is Yes, state the following:
a. Did the personal representative file a final account with the Court? Yes X;
No
b. The separate Orphans' Court No. (if any) for the personal representative's
account is:
c. Did the personal representative state an account informally to the parties
in interest? Yes; No X
d. Copies of receipts, releases, joinders and approvals of formal or informal
accounts may be filed with the Clerk of the Orphans' Court and may be attached to this report.
Date:
/ I h-7 /0 f
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Name: Thomas E. Flower, Esquire
LD. No. 83993 2~
SAIDIS, SHUFF, FLOWER & LINDSAY g.~:-
2109 Market Street ~
Camp HilL PA 17011 ~"
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(717) 737-3405 .'
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Personal Representative
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