HomeMy WebLinkAbout09-11-15 DECEDENT'S ESTATE
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CUMBERLAND COUNTY,PENNSYLVANIA - A
ORPHANS' COURT DIVISION ` C) o
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ESTATE OF ANITA L.DRUSCHEL ,DECEASED
No. 21-13-1000 '
PETITION FOR ADJUDICATION/
STATEMENT OF PROPOSED DISTRIBUTION
PURSUANT TO Pa. O.C.Rule 6.9
This form may be used in all cases involving the Audit of the Account of a Decedent's Estate. If
space is insufficient, riders may be attached. Attach the spouse's election, if any; the papers
required under items 8-19 inclusive; and any instrument pertinent to the adjudication.
INCL UDE ATTACHMENTS AT THE BACK OF THIS FORM.
Name of Counsel: Ivo V. Otto III
Supreme Court I.D.No... 27763
Name of Law Firm: Martson Law Offices
Address: 10 East High Street, Carlisle, PA 17013
Telephone: (717)243-3341
Fax: (717)243-1850
Form OC-01 rev. 10.13.06 Page 1 of 10
01D
1
Estate of ANITA L. DRUSCHEL ,Deceased
1. Name(s)and address(es)of Petitioner(s):
Name: Manufacturers and Traders Trust Co.
Address: One West High Street
Carlisle,PA 17013
Identify any executors or administrators who have not joined in the Petition for
Adjudication and Statement of Proposed Distribution and state reason:
Not applicable.
Is this the first accounting by this fiduciary? . . . . . . . . . . . . . . . . . . . . . Yes [] No
If not, identify prior accountings,the accounting periods covered, and the date of
adjudication of the prior accounting.
2. Decedent died on September 5, 2013
Letters Testamentary or []Letters of Administration were granted to Petitioner(s) on
Seotember 17. 2013
Date of Will (f applicable): September 23, 2011
Date(s) of Codicil(s) (if applicable):
Date of probate (if different from date Letters granted):
Was a bond required?[]Yes []No If yes, state amount:
Are proofs of advertising of the grant of Letters attached? . . . . . . . . . []Yes []No
Dates of advertising of the grant of Letters: The Sentinel - 11/8, 15 and 22, 2013
Cumberland Law Journal- 11/15, 22 and 29, 2013
Form OC-01 rev.10.13.06 Page 2 of 10
Estate of ANITA L. DRUSCHEL ,Deceased
3. Was decedent survived by a spouse? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . MYes ®✓ No
If yes, name of the surviving spouse:
4. Has the surviving spouse filed to take an elective share? . . . . . . . . . . . . . E]Yes 0 No
(See Section 2201 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):
Not applicable.
6. Did decedent marry after execution of Will or Codicil(s)? . . . . . . . . . . . E]Yes [0 No
Were any children born to decedent after execution of
Will or Codicil(s)? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . ®Yes ® 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? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . M,,Yes 0 No
Form OC-01 rev.10.13.06 Page 3 of 10
Estate of ANITA L.DRUSCHEL ,Deceased
8. Written notice of the Audit as required by Pa. O.C. Rules 6.3, 6.7 and 6.8 has been or will be
given to all parties in interest listed in item 9 below, all unpaid creditors and all claimants
listed in item 10 below. In addition,notice of any questions requiring Adjudication as
discussed in item 14 below has been or will be given to all persons affected thereby.
A. If Notice has been given,attach a copy of the Notice as well as a list of the names
and addresses of the parties receiving such Notice.
B. If Notice is yet to be given, a copy of the Notice as well as a list of the names and
addresses of the parties receiving such Notice shall be submitted at the Audit
together with a statement executed by a Petitioner or counsel certifying that such
notice has been given.
C. If any person entitled to Notice is not sui juris (e.g., minors or incapacitated
persons),Notice of the Audit has been or will be given to the appropriate
representative on such party's behalf as required by Pa. O.C. Rule 5.2.
D. If any charitable interest is involved,Notice of the Audit has been or will also be
given to the Attorney General as required under Pa. O.C. Rule 5.5. In addition,the
Attorney General's clearance certificate(or proof of service of Notice and a copy
of such Notice)must be submitted herewith or at the Audit.
9. List all parties(charitable and non-charitable)of whom Petitioner(s)has/have notice or
knowledge,having or claiming any interest in the estate as beneficiaries under the Will or
Codicil(s) or as intestate heirs if there is a complete or partial intestacy:
A. State each party's relationship to the decedent and the nature of each party's
interest(s):
Name and Address of Each Party in Interest I Relationship and Comments,if any I Interest
Linda J.Druschel Daughter 1/4 of residue
1345 Grizzly Peak Blvd.
Berkeley, CA 94708
Bruce Brody Son-in-law 1/4 of residue
1345 Grizzly Peak Blvd.
Berkeley, CA 94708
Form OC-01 rev. 10.13.06 Page 4 of 10
Estate of ANITA L.DRUSCHEL , Deceased
Name and Address orEach Parry in Interest I Relationship and Comments,if arty I Interest
Thomas P. Druschel Son 1/4 of residue
17B Arbor Way
Holyoke, MA 01040
Bonnie J.Druschel Daughter-in-law 1/4 of residue
17B Arbor Way
Holyoke, MA 01040
B. Identify each party who is not sui juris (e.g.,minors or incapacitated persons).
For each such party, give date of birth,the name of each Guardian and how each
Guardian was appointed. If no Guardian has been appointed, identify the next of
kin of such party, giving the name, address and relationship of each.
Not applicable.
C. State why a Petition for Guardian/Trustee Ad Litem has or has not been filed for
this Audit (see Pa. O.C. Rule 12.4).
Not applicable.
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.
Not applicable.
Form OC-01 rev.10.13.06 Page 5 of 10
Estate of ANITA L.DRUSCHEL , 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?
Yes El Yes
No No
Yes 0 Yes
No ONo
E]Yes El Yes
E]No No
Yes El Yes
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? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Yes ONo
Was family exemption allowed? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . E]Yes ONo
Family exemption claimant's name and relationship:
Name: Relationship:
Form OC-01 rev.10.13.06 Page 6 of 10
Estate of ANITA L.DRUSCHEL ,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
06/05/2014 40,463.20
08/26/2014 477.83
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? . . . . . . . . . . . . . . . . . . . C]Yes No
If yes, provide the name of the estate, indicate whether an account has been filed and
confirmed absolutely and all awards performed, or, in the alternative,how the
decedent's estate will be discharged for the decedent's fiduciary administration of the
estate.
14. A. Describe in detail any questions requiring adjudication and state the position of the
Petitioner(s) as to each question:
None.
B. Has notice of the question requiring adjudication been given
to the parties identified in Paragraph 9 above? . . . . . . . . . . . . . . . . . . [:]Yes No
15. If Petitioner(s)has/have knowledge that a share has been assigned,renounced, disclaimed
or attached, provide a copy of the assignment,renunciation, disclaimer or attachment,
together with any relevant supporting documentation.
Form OC-01 rev.10.13.06 Page 7 of 10
Estate of ANITA L. DRUSCHEL ,Deceased
16. Had the decedent been adjudicated an incapacitated person? . . . . . . . . . . Yes 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.
Not applicable.
B. Has notice of the additional receipts and disbursements been
given to the parties identified in Paragraph 9 above? . . . . . . . . . . . . . 0 Yes 0 No
18. If a reserve is requested, state amount and purpose.
Amount: 5,837.00
Purpose: Register of Wills -filing fee for account($415.00)
Martson Law Offices-attorney's fees($5,422.00)
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? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Yes E]No
If so, attach a copy of the notice.
19. Is the Court being asked to direct
the filing of a Schedule of Distribution? . . . . . . . . . . . . . . . . . . . . . . . . . . MYes E]No
As to real estate only? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . E]Yes R]No
Form OC-01 rev.10.13.06 Page 8 of 10
Estate of ANITA L.DRUSCHEL , Deceased
Wherefore, your Petitioner(s)ask(s)that distribution be awarded to the parties entitled
and suggest(s)that the distributive shares of income and principal (residuary shares being stated
in proportions, not amounts) are as follows:
A. Income:
Proposed Distributee(s) Amount/Proportion
See Account.
B. Principal:
Proposed Distributee(s) Amount/Proportion
See Account. Includes distribution in kind
shares in Old Mamaroneck
Road Owners Corp.
Submitted By:
(All petitioners must sign.
Add additional lines if necessary).-
James
ecessary):James A. Smiley,Vice President
a da. �C
ame of Petitioner:Manuf rers and Traders Trust
Name of Petitioner:
Form OC-01 rev. 10.13.06 Page 9 of 10
Estate of ANITA L. DRUSCHEL , Deceased
Verification of Petitioner
(Verification must be by at least one petitioner.)
The undersigned hereby verifies * [that heishe he is it,, Vice President
of the above-named name ofcorporation Manufacturers and Traders Trust Co. 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).
nature 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 Petitioner
Form OC-01 rev.10.13.06 Page 10 of 10
PROOF OF PUBLICATION
State of Pennsylvania, County of Cumberland
Tackie Cox, Director of Sales, of The Sentinel, of the County and State aforesaid, being
duly sworn, deposes and says that THE SENTINEL, a newspaper of general circulation
in the Borough of Carlisle, County and State aforesaid,was established December 13th,
1881, since which date THE SENTINEL has been regularly issued in said County, and
that the printed notice or publication attached hereto is exactly the same as was printed
and published in the regular editions and issues of
THE SENTINEL on the following day(s):
November 8, 15, 22, 2013
COPY OF NOTICE OF PUBLICATION
- ESTATE NOTICE - _ --
Letters Testamentary on the Estate of ANITA L.DRUSCHEL,late of North Affiant further deposes that he/she is not
Middleton Township,Cumberland County,Pennsylvania;deceased;have{
been granted to the undersigned. interested 111 the Subject hatter Of the
All persons knowing themselves to be indebted to said Estate will make I aforesaid notice or advertisement,and that
payment immediately,and those having claims will present them for +
settlement to: 9 all allegations in the foregoing statement as
Manufacturers and Tiaders Trust Company,Executor to time, place and character of publication
c/o MARTSON LAW OFFICES
10 East High Street
M
MARTSON LAW OFFICES
Carlisle,PA 17013
Ivo V.Otto,III,Esquire
Attorneys
Sworn to and subscribed before me this
Z-11, a 2613
tary Public
My commission expires:
COMMONWEALTH OF PENNSYLVANIA
Notarial Seal
Bethany M.Holtry,Notary Public
Carlisle Boro,Cumberland County
My Commission Expires Sept 26,2015
MEMBER,PENNSYLVANIA ASSOCIATION OF NOTARIES
r
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:
November 15,November 22, and November 29, 2013
Affiant further deposes that he is authorized to verify this statement by the Cumberland
Law Journal, a legal periodical of general circulation, and that he is not interested in the subject
matter of the aforesaid notice or advertisement, and that all allegations in the foregoing
statements as to time,place and character of publication are true.
r^ r
isa Marie Coyne, itor
SWORN TO AND SUBSCRIBED before me this
29 day of November, 2013
_ Notary
Druschel,Anita L.,dec'd.
Late of North Middleton Township.
Executor:Manufacturers&Trad-
ers Trust Company c/o Martson
Law Offices, 10 East High Street, NOTARIAL SEAL
Carlisle,PA 17013.
Attorneys:Ivo V.Otto,III,Esquire, DEBORAH A COLLINS
Martson Law Offices. {Votary Public
CARLISLE BOROUGH,CUMBERLAND COUNTY
My Commission Expires Apr 29,2014
A.
JOHNWILLIAM F MARTSON MARTSON DAVID OP Fr[ E.PiNs
JOHN B.FOwL.ER III CHRISTOPHER E.RICE
DANIEL K.DEARDORFF** SFTH T.MOSFBEY
J.WILLIAMS* LAW OFFICES KATIE J.MAx\vFIK
THOMAS
J DAVID W.PARI;
IVO V.OTTO III
'BOARD CERTIFIED CMLTRIAL SPECIALIST
HUBERT X.GILROY 10 EAST HIGH STREET CARLISLE,PFNNSYLVANIA 17013
"BOARD CERTIFIED WORI¢RS'
GEORGE B. FALLER JR* T:(717)243-3341 F:(117)243-1850 wwwmartsonlawcom COMPENSATION SPECIALIST
September 10, 2015
VIA CERTIFIED MAIL VIA CERTIFIED MAIL
Ms. Linda J. Druschel Mr. Bruce Brody
1345 Grizzly Peak Blvd. 1345 Grizzly Peak Blvd.
Berkeley, CA 94708 Berkeley, CA 94708
VIA CERTIFIED MAIL VIA CERTIFIED MAIL
Mr. Thomas P. Druschel Ms. Bonnie J. Druschel
17B Arbor Way 17B Arbor Way
Holyoke, MA 01040 Holyoke, MA 01040
RE: Estate of Anita L. Druschel
Our File No. 14471.1
Dear Beneficiary:
Enclosed is a Notice of Filiniz First and Final Account and Petition for
Adjudication/Statement of Proposed Distribution and Call for Audit or Confirmation and a copy of
the First and Final Account and Petition of Manufacturers and Traders Trust Company,Executor of
the Estate of Anita L. Druschel, deceased.
As stated on the Notice,the Account will be presented for confirmation in Court Room No. 1
of the Cumberland County Courthouse, Carlisle, PA, at 9:30 a.m. on Tuesday, October 13, 2015.
Please contact our office should you have any questions or concerns.
Very truly yours,
MA TSON LAW OFFICES
Ivo V. Otto III
IVO/mas
Enclosures
cc: Mr. James A. Smiley, Manufacturers and Traders Trust Company, Executor(w/enc.)
F:\FILES\C1ients\14471 Druschel\I4471.I.eccount.letter.wpd
INFORMATION • AD VICE • ADVOCACY SM
}
FAFILES\Clients\14471 Druschel\I4471.1.account.notice.wpd
IN RE: IN THE COURT OF COMMON PLEAS OF
ESTATE OF ANITA L. DRUSCHEL, CUMBERLAND COUNTY, PENNSYLVANIA
DECEASED
ORPHANS' COURT DIVISION
NO. 21-13-1000
NOTICE OF FILING FIRST AND FINAL ACCOUNT AND
PETITION FOR ADJUDICATION/SCHEDULE OF PROPOSED DISTRIBUTION
AND CALL FOR AUDIT OR CONFIRMATION
NOTICE IS HEREBY GIVEN that Manufacturers and Traders Trust Company,Executor of the
Estate of Anita L. Druschel, deceased, has this date filed the First and Final Account and Petition for
Adjudication/Schedule of Proposed Distribution in the above-captioned Estate in the Office of the Clerk
of the Orphans' Court in and for Cumberland County, Pennsylvania, where the same is filed as public
record and may be inspected. Copies of the Account and Petition are enclosed for your information.
YOU ARE FURTHER NOTIFIED that any exceptions or objections to said Account or Petition
must be filed in writing at the office of the Clerk of the Orphans' Court, Cumberland County
Courthouse, Carlisle, PA 17013, aforesaid prior to the confirmation of said Account and Schedule of
Proposed Distribution scheduled as set forth below.
UNLESS written exceptions or objections are filed prior thereto,said Account will be presented
by the Clerk of the Orphans' Court to the above-captioned Court in Court Room No. 1 (the courtroom
is subject to change) of the Cumberland County Courthouse, Carlisle, Pennsylvania, at 9:30 a.m.
prevailing time, on Tuesday, October 13, 2015, at which time said Account will be confirmed and
distribution ordered in accordance with the Petition for Adjudication/Schedule of Proposed Distribution.
MARTSON LAW OFFICES
By:
Ivo V. Otto,III, Esquire
10 East High Street
Carlisle,PA 17013
(717) 243-3341
Attorney for Estate of Anita L. Druschel
Date of Notice: September 10, 2015
NOTICES TO:
Ms. Linda J. Druschel Mr. Bruce Brody
1345 Grizzly Peak Blvd. 1345 Grizzly Peak Blvd.
Berkeley, CA 94708 Berkeley, CA 94708
Mr. Thomas P. Druschel Ms.Bonnie J. Druschel
17B Arbor Way 17B Arbor Way
Holyoke,MA 01040 Holyoke,MA 01040
Mr. James A. Smiley,Vice President
Manufacturers and Traders Trust Company
One West High Street
Carlisle,PA 17013
,,�
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IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PA.
ORPHANS' COURT 21-13-1000 1 1 FTJ
------------------------------------ 0
ESTATE OF ANITA L. DRUSCHEL, DECEASED
rT1
17--)
FIRST AND FINAL ACCOUNT OF
MANUFACTURERS AND TRADERS TRUST COMPANY
Date of Death: September 5, 2013
Date of Executor's Appointment: September 7, 2013
Date of First Complete Advertisement:
Cumberland Law Journal November 15,22,29, 2013
The Sentinel November 8,15,22, 2013
Accounting for the period: September 5, 2013 to August 31, 2015
Purpose of Account: The Executor offers this Account to acquaint interested
parties with the transactions that have occurred during the Administration.
It is important that the Account be carefully examined. Requests for
additional information, questions or objections can be discussed.with:
James A. Smiley, Vice President
Manufacturers and Traders Trust Company
One West High Street
Carlisle, PA 17013
(717) 240-4505
or
Martson, Deardorff, Williams, Otto, Gilroy & Faller
10 E. High Street
Carlisle, PA 17013
(717) 243-3341
-, "'y t
9
SUMMARY OF ACCOUNT
PAGES
PRINCIPAL
Receipts 3-4 $ 547,067.58
Net Gain on Sales or Disposition 5 2,262.27
$ 549,329.85
Less Disbursements:
Legal Fees 6 $ 18,541.25
Debts of Decedent 6-7 6,089.17
Federal State & Local Taxes 7 41,069.64
General Disbursements 8 22,142.22
Administration - Misc. Exp. 8-10 40,586.72 -128,429.00
Balance before Distributions $ 420,900.85
Distributions to Beneficiaries 11 -201,200.00
Principal Balance on Hand 12 $ 219,700.85
For Information:
Changes in Holdings 13-14
INCOME
Receipts 15 $ 67.90
Less Disbursements 16-17 -4.09
Balance before Distributions $ 63.81
Income Balance on Hand 18 $ 63.81
COMBINED BALANCE ON HAND $ 219,764.66
------------------
------------------
Proposed Principal Distributions 19
Proposed Income Distributions 20
Verification 21
2 -
. PRINCIPAL RECEIPTS
uuowto Listed in Inventory
(Valued as of Date of Death)
Real Estate
Real Estate located at 305 Sbatto Drive,
North Middleton Township, Carlisle, PA $ 295,000,00
Bonds
$75,000 mine Series Eo Savings Bonds I00,026.00
$20,000 Three Series 8o Savings Bonds 20,000.00
Mutual Funds
1,706.36 oba' MFS Total metvzu Fund
Class & Received from MuT Securities
Account #uZC012483 28,120.85
Other
454 obazea located at 101 Old Mamaroneck
Road Vouoro Corp. 70,000.00
� 513,146.85
Allianz Annuity Check 1,184.68
Allstate Annuity Check 200.00
Bayer Combination Aspirin Products -
Litigation Settlement 20.00
County Tax Proration 50.24
M&r Bank Securities Account #oxCO12483 490.00
oouooI rax Proration 1,980.15
maT Bank Checking Account 071360151 9,421.66
Interest accrued .00
FORWARD $ 526,493.64
- 3 -
PRINCIPAL RECEIPTS (cont'd)
FORWARD $ 526,493.64
M&T Bank Savings Account #4214278283 6,093.33
Interest accrued .16
Refund, ADT Security Services 35.15
Refund, AMA Insurance 23.97
Refund, CenturyLink 120.64
Refund, Diakon Lutheran Social
Ministries 695.60
Refund, Excess Premium from Emergency
Assistance Plus Program 42.52
Refund, Liberty Mutual Insurance 979.00
Refund, Master Trust Premium 41.00
Refund, PPL 21.95
$ 534,546.96
SUBSEQUENT RECEIPTS
CASH
12/02/13 M&T Bank Checking Account #71360131 $ 240.23
10/16/13 M&T Securities Account #AZC012483-1 250.00
12/02/13 M&T Bank Savings Account #4214278283 .53
08/27/14 Refund, Cumberland Crossings 12,000.00
10/23/14 Class Action Settlement from Toyota
Corporation Economic Loss 29.86 12,520.62
TOTAL PRINCIPAL RECEIPTS $ 547,067.58
------------------
------------------
4 -
PRINCIPAL, GAINS OR LOSSES ON SALES OR OTHER DISPOSITIONS
GAIN LOSS
10/22/13 1,706.36 Shs. MFS Total Return Fund
Class A
Net Proceeds 28,533.12
Acquisition Value 28,120.85 $ 412.27
12/11/13 Real Estate located at 305 Shatto Drive,
North Middleton Township, Carlisle, PA
Net Proceeds 295,000.00
Acquisition Value 295,000.00
01/13/14 $75,000 Nine Series EE Savings Bonds
Net Proceeds 101,876.00
Acquisition Value 100,026.00 1,850.00
01/13/14 $20,000 Three Series HH Savings Bonds
Net Proceeds 20,000.00
Acquisition Value 20,000.00
TOTALS $ 2,262.27 $ .00
----------------- -----------------
-----------------
NET GAIN GAIN TRANSFERRED TO SUMMARY $ 2,262.27
-----------------
-----------------
5 -
DISBURSEMENTS OF PRINCIPAL
LEGAL FEES
Martson Law Offices
12/18/13 $ 7,163.25
08/26/14 11,378.00 $ 18,541.25 $ 18,541.25
DEBTS OF DECEDENT
Cumberland Goodwill Fire Rescue EMS
01/21/14 69.87
Chase Card Services
10/22/13 $ 712.10
11/06/13 194.77 906.87
Durham & Durham LLP
12/26/13 Physician Services 22.40
Diakon Lutheran Social Ministries
Nursing Home
10/22/13 4,680.25
EOS CCA
11/06/13 153.08
Holy Spirit Hospital BHC
11/18/13 $ 9.43
12/26/13 16.80 26.23
FORWARD $ 5,858.70 $ 18,541.25
6 -
_ R.
DISBURSEMENTS OF PRINCIPAL (cont'd)
FORWARD $ 5,858.70 $ 18,541.25
DEBTS OF DECEDENT (cont'd)
Masland Associates Inc
10/16/13 Medical Expense 66.07
Omnicare King of Prussia
11/14/13 140.59
West Shore Anesthesia Associates Ltd
10/16/13 Medical Expense 23.81 6,089.17
FEDERAL STATE & LOCAL TAXES
US Treasury - Internal Revenue Service
FiduciarV Income Tax
11/19/14 2013 Balance Due 126.00
Pennsylvania Department of Revenue
State Fiduciary Income Tax
11/19/14 2013 Balance Due 4.00
Register of Wills, Aaent
Pennsylvania Inheritance Tax
06/05/14 $ 40,463.20
07/22/14 7,362.79
08/26/14 477.83
03/17/15 Refund -7,364.18 40,939.64 41,069.64
FORWARD $ 65,700.06
7 -
DISBURSEMENTS OF PRINCIPAL, (cont'd)
FORWARD $ 65,700.06
GENERAL DISBURSEMENTS
Sale of Real Estate
12/11/13 Escrow Fee - Barristers Land Abstract $ 25.00
12/11/13 Recording Deed 2,950.00
12/11/13 Notary Fee - Kandi Lenker 10.00
12/11/13 Tax Cert Reimbursement - Barrister Land
Abstract 10.92
12/11/13 Home Warranty - AHS 600.00
12/11/13 Inheritance Tax Escrow 20,000.00
12/11/13 Inspection/Pump - Peck's Septic Service 621.30
12/11/13 Realty Commission - Howard Hanna 17,925.00
12/12/14 Inheritance Tax Release from Barrister
Land Abstract -20,000.00 22,142.22 22,142.22
ADMINISTRATION - MISC. EXPENSES
A to Z Tax Services Inc
04/08/14 Preparation of 2013 Individual Taxes 140.00
CenturvLink
11/25/13 120.65
Edmil Fuels Inc
12/12/13 Oil Delivery 516.19
FORWARD $ 776.84 $ 87,842.28
- 6 -
z
DISBURSEMENTS OF PRINCIPAL (cont'd)
F)nWuwo $ 776.84 $ 87,842,28
ADMINISTRATION - MISC. EXPENSES (cont'd)
01/07/14 Reimburse for uopauoes covered for Anita
oruoobeI 11,712.44
LPS National Flood
I2/30/13 6.25
Mahuney's
II/06/13 Winterizing 3batto Drive 122.50
Med-Ed Electric Expense
1I/18/I3 I07.75
Manufacturers-and Traders Trust Company
08/25/14 Executor's Commission 16,859.08
Precision Cleaning & Maintenance Service
*10/16/I3 Cleaning shatto Drive 60.00
PPL Electric Utilities
11/06/13 251.02
Richard M Etter Jr
12/12/I3 Repair of Leaking Geothermal System 835.70
Fonmano $ 30,731.50 $ 87,842.38
- 9 -
DISBURSEMENTS OF PRINCIPAL (cont'd)
FORWARD $ 30,731.50 $ 87,842.28
ADMINISTRATION - MISC. EXPENSES (cont'd)
SES Brokerage Insurance Brokerage
Service Incorporated - Insurance Premium
11/06/13 56.00
The Mitigator
12/12/13 Cleaning of Air Handler & Vents $ 1,125.00
12/12/13 Drywall Repair 225.00
12/12/13 Mold Remediation 985.00 2,335.00
William H Sweet Jr
11/25/13 Installation of UV Light 1,012.22
Wesley Woltz Construction
10/25/13 Plumbing & Gutter Repairs 530.00
RESERVES:
Martson, Deardorff, Williams, Otto,
Gilroy & Faller - Attorney Fees $ 5,422.00
Filing Fees 500.00 5,922.00 40,586.72
TOTAL DISBURSEMENTS OF PRINCIPAL $ 128,429.00
---------------
---------------
- 10 -
DISTRIBUTIONS OF PRINCIPAL TO BENEFICIARIES
Bruce E Brody - 1/4 Residue
08/25/14 Partial Distribution $ 10,300.00
06/1I/15 Partial Distribution 40,000.00 g 50,300.00
08/25/I4 Partial Distribution $ 10,300.00
06/1I/15 Partial Distribution 40,000.00 50,300,80
00/25/14 Partial Distribution $ I0,300,00
06/1I/15 Partial Distribution 40,000.00 50,300'00
08/25/14 Partial Distribution $ 10,300,00
06/11/15 Partial Distribution 40,000.00 50,300.00
TOTAL ozSTRzBozzomo OF PRINCIPAL TO BomErzczanzua $ 201,200.00
- lz -
PRINCIPAL BALANCE ON HAND
FIDUCIARY
VALUE AT ACQUISITION
08/31/2015 VALUE
Other
One-half interest in 454 shares located at 101
Old Mamaroneck Road Owners Corp. $ 70,000.00 $ 70,000.00
$ 70,000.00 $ 70,000.00
CASH (AUTOMATICALLY INVESTED) 149,700.85 149,700.85
TOTAL PRINCIPAL BALANCE ON HAND $ 219,700.85 $ 219,700.85
----------- ------------
THE ABOVE CASH IS CURRENTLY INVESTED IN
Wilmington Prime Money Market Fund Select Shs
12 -
1
CHANGES IN PRINCIPAL HOLDINGS
ACCOUNT
VALUE
454 shares located at 101 Old Mamaroneck
Road Owners Corp.
0 Inventoried at $ 70,000.00
------------------
MFS Total Return Fund Class A
1,706.36 Shs. Inventoried at $ 28,120.85
10/22/13 1,706.36 Shs. Sold -28,120.85
0.00 Shs. $ 0.00
--------------------- ------------------
Nine Series EE Savings Bonds
$75,000 Inventoried at $ 100,026.00
01/13/14 $75,000 Sold -100,026.00
$0 $ 0.00
Real Estate located at 305 Shatto Drive,
North Middleton Township, Carlisle, PA
0 Inventoried at $ 295,000.00
12/11/13 Sold -295,000.00
0 $ 0.00
------------------
------------------
13 -
CHANGES IN PRINCIPAL HOLDINGS (cont'd)
ACCOUNT
VALUE
Three Series HH Savings Bonds
$20,000 Inventoried at $ 20,000.00
01/13/14 $20,000 Sold -20,000.00
$0 $ 0.00
--------------------- ------------------
--------------------- ------------------
14 -
A .. � - F - -
A
RECEIPTS OF INCOME
Wilmington Prime Money Market Fund
Select Shs
11/01/13 Interest $ 0.10
12/02/13 Interest 0.29
01/02/14 Interest 2.65
02/03/14 Interest 3.54
03/03/14 Interest 3.36
04/01/14 Interest 3.48
05/01/14 .Interest 3.60
06/02/14 Interest 3.41
07/01/14 Interest 3.04
08/01/14 Interest 3.00
09/02/14 Interest 2.80
10/01/14 Interest 2.32
11/03/14 Interest 2.48
12/12/14 Interest 2.52
01/02/15 Interest 3.92
02/02/15 Interest 3.93
03/02/15 Interest 3.55
04/01/15 Interest 3.97
05/01/15 Interest 4.50
06/01/15 Interest 5.36
07/01/15 Interest 3.44
08/03/15 Interest 2.64 $ 67.90
TOTAL RECEIPTS OF INCOME $ 67.90
---------------
---------------
- 15 -
i
i
�'.
DISBURSEMENTS OF INCOME
Manufacturers and Traders Trust Company
- Income Commissions
11/15/13 $ 0.01
12/16/13 0.02
01/15/14 0.16
02/18/14 0.21
03/17/14 0.20
04/15/14 0.21
05/15/14 0.22
06/16/14 0.20
07/15/14 0.18
08/15/14 0.18
09/15/14 0.17
10/15/14 0.14
11/17/14 0.15
12/15/14 0.15
01/02/15 0.24
02/17/15 0.24
03/16/15 0.21
04/15/15 0.24
05/15/15 0.27
06/15/15 0.32
07/15/15 0.21
FORWARD $ 3.93
16 -
DISBURSEMENTS OF INCOME (cont'd)
FORWARD $ 3.93
Manufacturers and Traders Trust Company
- Income Commissions (cont'd)
08/17/15 0.16 $ 4.09
TOTAL DISBURSEMENTS OF INCOME $ 4.09
--------------
--------------
17 -
INCOME BALANCE ON HAND
FIDUCIARY
VALUE AT ACQUISITION
08/31/2015 VALUE
CASH (AUTOMATICALLY INVESTED) $ 63.81 $ 63.81
TOTAL INCOME BALANCE ON HAND $ 63.81 $ 63.81
---------- ---------
---------- ---------
THE ABOVE CASH IS CURRENTLY INVESTED IN
Wilmington Prime Money Market Fund Select Shs
Manufacturers and Traders Trust Company
BYVOVXA4:—' a I
es A. Smiley, Vice Pres nt
xecutor of the Estate of Vita L. Druschel, deceased
- 18 -
`'� s�
PROPOSED PRINCIPAL DISTRIBUTION SCHEDULE
Market Value Fiduciary
as of Acquisition
08/31/2015 Value
Bruce E Brody - 1/4 Residue
Cash $ 37,425.21 $ 37,425.21
1/4 share of one-half interest of 454
Shares of 101 Old Mamoroneck Road
Owners Corp. 17,500.00 17,500.00
$ 54,925.21 $ 54,425.21
Bonnie J Druschel - 1/4 Residue
Cash $ 37,425.21 $ 37,425.21
1/4 share of one-half interest of 454
Shares of 101 Old Mamoroneck Road
Owners Corp. 17,500.00 17,500.00
54,925.21 54,925.21
Linda J Druschel - 1/4 Residue
Cash $ 37,425.21 $ 37,425.21
1/4 share of one-half interest of 454
Shares of 101 Old Mamoroneck Road
Owners Corp. 17,500.00 17,500.00
54,925.21 54,925.21
Thomas P Druschel - 1/4 Residue
Cash $ 37,425.22 $ 37,425.22
1/4 share of one-half interest of 454
Shares of 101 Old Mamoroneck Road
Owners Corp. 17,500.00 17,500.00
54,925.22 54,925.22
$ 219,700.85 $ 219,700.85
TOTAL
19 -
PROPOSED INCOME DISTRIBUTION SCHEDULE
Market Value Fiduciary
as of Acquisition
08/31/2015 Value
Bruce E Brody - 1/4 Residue
Cash $" 15.96 $ 15.96
$ 15.96 $ 15.96
Bonnie J Druschel - 1/4 Residue
Cash $ 15.95 $ 15.95
15.95 15.95
Linda J Druschel - 1/4 Residue
Cash $ 15.95 $ 15.95
15.95 15.95
Thomas P Druschel - 1/4 Residue
Cash $ 15.95 $ 15.95
15.95 15.95
TOTAL $ 63.81 $ 63.81
---------------- ----------------
---------------- ----------------
20 -
VERIFICATION
Manufacturers and Traders Trust Company, Executor of the Estate of
ANITA L DRUSCHEL, deceased, hereby declares under oath that it has fully
and faithfully discharged the duties of its 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 its
knowledge, there are no claims outstanding against the Estate; that all
taxes presently due from the Estate have been paid; and that the grant of
Letters Testamentary and the first complete advertisement thereof occurred
more than four months before the filing of the foregoing First and Final
Account.
This statement is made subject to penalties of 18 Pa. C.S.A. Section
4904 relating to unsworn falsification to authorities.
a facturers and Traders Tus Company
Dated: 9110as
21 -
!� Y .�r
,_
ti, `�,
LAST WILL AND TESTAMENT
1, ANITA L. DRUSCHEL, of North Middleton Township, Cumberland County,
Pennsylvania, being of sound and disposing mind and memory, do hereby make, publish and
declare this to be my Last Will and Testament, hereby revoking any and all former Wills or
Codicils made by ri-ic.
1.
I direct that all my legally enforceable debts,funeral expenses,testamentary expenses and
all death taxes (whether such taxes may be payable by my estate or by any recipient of any
property)shall be paid from my residuary estate as soon as practicable after my decease and as
part of the administration of my estate. My Executor shall have no duty or obligation to obtain
reimbursement for any such tax so paid,even though on proceeds of insurance or other property
not passing under this Will,
2.
1 give such items of personalty as are itemized in a certain list, if any, to the persons
named thereon, which list is signed and dated by me at the end thereof.
J.
1 bequeath any automobiles or motor vehicles I may own at my death, nly personal
effects,household goods and other tangible personal property oflikenature(not including cash
or securities), together with any existing insurance thereon, to my children as are living on the
thirty-first day after my death, to be divided between them with due regard for their personal
preferences in as nearly equal shares as practical and as they shall mutually agree. I direct that
any of the foregoing articles not selected by such children or about which there is no agreement
shall be sold at public or private sale by my Executor, and.I further direct that the net proceeds
thereof shall be administered and distributed as a part of the residue of my estate.
/OC)J
[initials]
Page I of 4 Pages
4.
1 give,devise and bequeath all the rest,residue and rernainder of my estate,both real and
personal property, in the following manner:
a. Fifty percent (50%) thereof unto my daughter, LINDA J. DRUSCHEL, and her
husband, BRUCE BRODY.
b. Fifty percent(50%)thereof untomyson,THOMAS P.DRUSCHEL,and his wife,
BONNIE B. DRUSCHEL.
5.
I nominate, constitute and appoint MANUFACTURERS AND TRADERS TRUST
COMPANY, a New York banking corporation, with offices in Carlisle, Pennsylvania, as
Executor of my estate.
6.
1 direct that all fiduciaries acting under this Will,whether or not named herein,shall not
be required to give bond for the faithftil performance of its duties in any jurisdiction.
7.
1 authorize and empower my Executor,in its sole and absolute discretion,to purchase or
otherwise acquire and retain any investments of which I die seized or any real or personal
property of any nature; to sell, lease.
, pledge, mortgage,transfer, exchange, dispose of or grant
options in regard to any or all.property of any kind forming a part of iny estate for such terms
and such prices as it may deem advisable;to borrow money for any purposes connected with the
protection and preservation of my estate; to mortgage or pledge any real or personal property
forming a part of my estate or to join in or secure the partition of same; to compromise any
claims or demands of my estate against others or of othersa-Znainst my estate;to make distribution
in kind and to Cause any share to be composed of cash, property or undivided fractional shares
in property different in kind from any other share; to employ agents, attorneys and proxies and
to delegate to them such. power as my Executor considers desirable and to pay reasonable
compensation for such services as i.nay be rendered by such agents, attorneys and proxies; and
to execute and deliver such instruments as may be necessary to carry out any of these powers.
9—�
[Initials]
Page 2 of 4 Pages
t
In addition, I direct that nay Executor shall have the power to conduct an inventory of any sate
deposit box necessary to theadministration of my estate.
IN WITNESS WHEREOF I have hereunto set my hand and seal this day of
2011.
f
L)
Anita L. Druschel
SIGNED, SEALED, PUBLISHED AND DECLARED by the above-named Testatrix,
as and for her Last Will and Testament, in the presence of,us,who at her request,have hereunto
subscribed our names as witnesses thereto,in the presence of the said Testatrix and o.feach other.
Page 3 of 4 Pages
t
r
�'
COMMONWEALTH OF PENNSYLVANIA
SS.
COUNTY OF CUMBERLAND
We,Anita L. Daiscliel, Ivo V. Otto III and 0-0,r r,i ne-
the Testatrix and the witnesses,respectively, whose names are signed to the foregoing instrument,
being first duly sworn, do hereby declare to the undersigned authority that the Testatrix signed and
executed the instrument as .her last Will and that the Testatrix has signed willingly, and that the
Testatrix executed it as her free 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 a witness and that
to the best of his/her knowledge the Testatrix was at that time eighteen years of age or older, of
sound mind and under no constraint or undue influence.
..............
Abita 4 DruscheiJestatrix
Witness
Subscribed,sworn-to and acknowledged before rne.by Anita L. DrUschel,the Testatrix,and
subscribed and sworn to before me by Ivo V.Otto III and 0.orrurl� A"4crs
the witnesses, this day of
201
fj
�4
Notary Public
COAMONWF,ALTH OF PENNSYLVANIA
SEAL
Victoria L Otto,Notary Public
Carlisle Boro,Cumberland County
M commission ex ices December 20,2014
Page 4 of 4 Pages