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Home My WebLink About96-00758 PETITION FOH I)HOUATE and GHANT OF I.ETTEnS Nil, __c:Ql:::-_C:;tlCL:::_~_5 2: To: H,WIII,' lIf Hili I' \t,y ,.;. .ll;U:UIL 1I/Sf) krulll'll III l{egi'ler III' Wilh fill Ihe . OI""'II.1l't/, ClllllllY of ~!!:.rJi!IJ.<.L.-_ ill Ihe SlIdlll S"!'llril)' No. :l :l!l-I !I-foI.Z'J Cllmmllllweahh of I'ellll,ylvllllia The pelilioll III' Ihe ullder,igued re,peclfully repre,elll' Ihal: Your pelilioller(,), who i,/are 18 yem, of age III IIlder alll.he exeeUlor illlhe last will of the above decedelll, dated .\PI' ,I 1(, and eodicil(s) dOlled N I h IIl1med .1911- hliltc lelc"""1 dfCtIIll\liln,c.., ('.Iot. fCllum:i.llinn, dCiUh Ill' c\t'cnhu, ('11:.) Ileeendelll was domiciled at death ill ClImher! mHI County. l'ellllSylvUllia. wilh I,er last family III prillcipul re,idellcc Ul 2\ 0., FOK f i 1'1' Ilri VI'. "pl",r ^ Ill'n Townshin. Nl'ehanicabun'. Ph 170S., Uhl \trrcl, numher amllllun~IJl;,lil)') ,19 96 Ileeelldent.lhen 73 yeur, of age. died .Ianllarv 17 OIl U '" II c ) Except as follows, deccdenl did not marry, was 1101 divorced and did 1I0t IHlve a child born or ado pled afler execution of Ihe will offered for probate; was 1I0lthc victim of (I killillg und 11'01' ncvcr adjudicalcd ineompelelll: Ileeendenl at death owncd properlY wilh eslimated vulues as follows: (If domiciled in Pol.) All persollal property (If not domiciled in Pol.) Personal properlY in Pellnsylvania (If not domiciled in Pol.) Personal property in CoulllY Value of real eslate in Pennsylvunia siluated as follows: tj .C:"f? _ oC , S $ S $ /f.S 060."" WHEREFORE. pelilioner(s) respectfully reque't(s) the probale of the laS! will and codicil(s) presellled herewilh and the grant of letters tl'ql','m,'nl'~ry tlC!llamCI11ary; adminimiuion c.I.a.; atJminimatilln d.b.n.c.l.a.l theron. ~ .... v Ii '0_ ,- ~ c"" "'u C '00 c:': COS': _u ~o. 'U'~ 30 11 .. Vi ~~~~R~.~~'~ Hf'C'hnnlcqhtlrp Ph 170,f) OATH OF PERSONAL REI)RESENTATIVE COMMONWEALTH OI;I'ENNSYLVANIA } 88 COUNTY OF CUNIIEIILhND The pelitioner(s) above-named swear(s) or a[finn(,) thut Ihc Slalcmenls in the forcgoing pClition are \ruc and corrcct 10 Ihe be, I of the knowledge and bclicf of pelitioncr(,) and Ihat as personal represen- lalive(s) of thc above deccdent pelilioncr(,) will well and truly administer Ihc eslalC according to law. , ~'\ ~ 1a -:L:.~ .r . 'liT , Sworn 10 or affirmcd and before me this 20TH tIl Oij' " Q i: ~ - ~ Rr~ist{'r 21 - 96 - 758 00 c- \C; -11 ;p =Ie: (j\ -".:' ; rq -0 N ,::J C:' -- .~..,~ ~~ ,0' 0 I ) I I ~,. 1"'- , I 1-, i""""~ ~.......:. I.-i;: I;;:. -"'"*'~~'-"'~"""'^''''''--"'--' . . , . LAST WILL AND TESTAMENT OF SHIRLEY E. MARTIN I, SHIRLEY E. MARTIN, of Cumberland county, pennsylvania, do hereby make this my Last Will and Testament, revoking any former Wills and Codicils made by me. FIRST: I am married to J. Robert Martin, and all references to my husband in this Will are to him. I have three children: John R. Martin, Jr. (born January 10, 1948); D. Scott Martin (born September 13, 1951); and David P. Martin (born January 4, 1963). These and any other children born to or adopted by my husband and me are described in this Will as "my children," or as "a child of mine." Any person born to or adopted by a child of mine is described in this Will as "my issue." provided, however, no adopted person shall benefit hereunder unless the order or decree of adoption is entered before such adopted person attains the age of twenty-one (21) years. SECOND: I give and devise my real property, wherever situated, and all rights that I have under any related insurance policies to my husband, if he survives me, for his life use and possession without any bond or other security. My husband shall keep the property in good condition and repair, pay all taxes and other carrying charges, and keep the property insured against loss, theft or damage at its fair value, but shall not be liable for waste and shall not have to account .J~ ~. ~ -1- to the remaindermen. My husband may rent and alter or improve the property as he deems appropriate. The cost of such improvements and other expenses, and receipts from the property, shall be allocated between my husband's life estate and the remainderman as provided by law for trusts, and my husband may encumber the property to provide funds chargeable to the remaindermen. My husband shall have with respect to the property all powers granted to a trustee, including the power to sell and to reinvest without the consent of the remaindermen. My husband may relinquish the life estate in whole or in part by an acknowledged instrument of release which shall be recorded where conveyances are recorded. Any purchaser of property disposed of by this Article shall deal with my spouse as the sole owner and shall have no responsibility to inquire into the application of the sale proceeds or into any other matter involving the interests of the remainderman. upon my husband's death, or upon an instrument of release, I give and devise the property disposed of by this Article to my children, per stirpes. THIRD: I give my tangible personal property and all casualty insurance that I am carrying on said tangible personal property to my husband, or, if he does not survive me, I give said property to such of my children who are living at my death . J-~ r. ~. -2- to be divided equitably among or between them as they may determine, or, if they are unable to agree, as my Executor shall determine, after considering the wishes of such children. I have complete confidence that my husband, my children or my Executor will honor any written instructions that I may leave with regard to said tangible personal property. Any such property not so distributed shall be sold, and the proceeds added to my residuary estate to pass as hereafter described. FOURTH: If my husband fails to survive me, I make the following specific bequests: (1) I give my son, David P. Martin, the sum of $15,000.00, if he has not purchased a house. (2) I give each of my then-living grandchildren who has not yet graduated from high school, the sum of $14,000.00, increased by the annual increases in the Consumer Price Index which will have occurred following the date of the execution of this Last Will and Testament. I request that my grandchildren use this bequest to pay their college tuition and expenses, or to purchase a home. (a) I intend, by this bequest, to continue my husband's and my practice of making a substantial gift to our grandchildren to enable them to attend college or purchase a home. If any of my grandchildren shall have graduated from high school at the time of my death, and my Executor determines that ,d-~ t ~.. -3- they had not been given a substantial gift for these purposes, then those grandchildren shall also be included in this bequest. (b) The Consumer Price Index referred to for this purpose shall be the Consumer Price Index for All Urban Consumers (CPI-U) published by the Bureau of Labor statistics of the United states Department of Labor for Philadelphia-Wilmington-Trenton. For all items, the year 1967 is equal to 100 on the Index. If the Consumer Price Index ceases to be published by the united states Department of Labor, Bureau of Labor statistics, then the calculation shall be based on the closest successor index as identified by the united states Department of Labor. If no such successor exists, the calculation shall be based on an index to be chosen by my Executor. (c) As used in the bequest, I intend that my then-living grandchildren include those grandchildren conceived but not yet born. A grandchild shall be considered as conceived if his birth occurs within ten months after the date of my death. (3) I give ten percent (10%) of the assets remaining in my estate after payment of the above specific bequests, or the sum of $25,000.00, whichever is less, to Messiah College, Mechanicsburg, Pennsylvania, without restrictions as to use. I give an equal amount to Messiah Village, Mechanicsburg, Pennsylvania, without restrictions as to use. FIFTH: I give, devise and bequeath the rest, residue and remainder of my estate, real and personal, to my husband, if he .d~ t. ~. -4- survives me. Should he not survive me, my Executor shall divide the rest, residue and remainder of my estate into as many equal shares as will allow my Executor to set apart one share for each child of mine who shall then be living and one share for the issue who shall then be living of each child of mine who predeceased me. Each share set apart for a child of mine shall be distributed to such child. Each share set apart for the issue then living of a deceased child of mine shall be distributed as follows: one-half (1/2) of such share to the surviving spouse of my deceased child, if any, if such surviving spouse has not remarried; and the balance of such share remaining after any distribution to a surviving spouse, to the issue of my deceased child in equal shares. SIXTH: If all the beneficiaries described in Article FIFTH above are deceased and no other disposition of the residue of my estate is directed by this will, then and in that event only, I give, devise and bequeath the rest, residue and remainder of my estate, real and personal, in equal shares to Messiah College of Grantham, pennsylvania, Messiah Village of Mechanicsburg, Pennsylvania, Grantham Church of Grantham, pennsylvania, and the Mennonite Central committee of Akron, Pennsylvania. SEVENTH: If any person under the age of twenty-one (21) years shall become entitled to any share hereunder, then such share shall immediately vest in such beneficiary, but notwithstanding the provisions herein, my Executor may distribute .d~t ~. -5- such beneficiary's share to any adult person standing in loco parentis, or to a legal guardian of such beneficiary, or to a custodian (to be selected by my Executor) under the applicable Uniform Gifts to Minors Act, without requiring bond of such adult person, guardian or custodian. The receipt of such adult person, guardian or custodian shall constitute a full release of my Executor for any property so distributed. EIGHTH: If any beneficiary and I should die under such circumstances as would render it doubtful whether the beneficiary or I died first, then it shall be conclusively presumed for the purposes of this my Will that said beneficiary predeceased me. NINTH: (1) I name J. ROBERT MARTIN as my Executor. If he is unable or unwilling to serve, I name The First Bank and Trust company of Mechanicsburg, Cumberland county, Pennsylvania, as my Executor. I direct that my Executors, and their successors, herein referred to as my Executor regardless of number or gender, serve without bond in any jurisdiction in which called upon to act. (2) Except as otherwise provided herein, if The First Bank ,and Trust Company should fail to qualify as my Executor hereunder, or for any reason should cease to act in such capacity, the successor or substitute Executor shall be some attorney or bank or trust company with trust powers, which successor or substitute Executor shall be designated in a written instrument filed with the court having jurisdiction over the .~ c. ~. -6- probate of my estate and signed by my husband or if he fails to act, signed by or on behalf of my oldest child, or if he fails to act, by the court having jurisdiction over the probate of my estate. (3) For services as Executor, my Executor and shall receive reasonable compensation. TENTH: (1) I give to any Executor named in this will or any codicil hereto or to any successor or substitute Executor all of the powers enumerated in this will and all of the powers applicable by law to fiduciaries in the Commonwealth of Pennsylvania and in particular through the Pennsylvania Probate, Estates and Fiduciaries Code, as effective and as in effect on the date hereof, during the administration and until the completion of the distribution of my estate. I direct that all such powers shall be construed in the broadest possible manner and shall be exercisable without court authorization. (2) My Executor is authorized and empowered to acquire and to retain, either permanently or for such period of time as my Executor may determine, any assets, including the capital stock of any closely held corporation, whether such assets are or are not of the character approved or authorized by law for investment by fiduciaries and whether such assets do or do not represent an overconcentration in one investment. (3) My Executor is authorized and empowered to disclaim any interest, in whole or in part, of which I, or my rzf~ ( ~ -7- '. Executor, may be the beneficiary, devisee, or legatee, by executing an appropriate instrument (in accordance with section 2518 of the Internal Revenue code of 1986, as amended, or such similar section as may then be in effect) . (4) My Executor is authorized and empowered to sell at public or private sale, or exchange, and to encumber or lease, for any period of time, any real or personal property and to give options to buY or lease any such property. AdditionallY, my Executor is authorized and empowered to compromise claims, to borrow from anyone (including a fiduciary hereunder) and to pledge property as security therefor, to make loans to and to buy property from anyone (including a fiduciary or beneficiary here~nder); provided that any such loans shall be adequatelY secured and at a fair interest rate. (5) My Executor is authorized and empowered to allocate property, charges on property, receipts and income among and between principal or income, or partlY to each, without regard to any law defining principal and income. ELEVENTH: All estate, inheritance, succession and other death taxes imposed or payable by reason of my death and interest and penalties thereon with respect to all property comprising my groSS estate for death tax purposes, whether or not such property passes under this Will, shall be paid out of the residue of my estate, as if such taxes were expenses of administration, without apportionment or right of reimbursement. I authorize my ExecUtor ~/IA~,e. ~~ -8- I I I j I I I I I ,I , I f. ~ t~:r~~~~. , . SELF-PROVING AFFIDAVIT COMMONWEALTH OF PENNSYLVANIA 55. COUNTY OF DAUPHIN WE, SHIRLEY E. MARTIN and HEATH L. ALLEN MARJORIE L. JOHNSON , and WILLIAM E. MILLER, JR., the Testatrix and the witnesses, respectively, whose names are signed to the attached or 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 she had signed willingly (willingly directed another to sign for her), and that she 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 witness and to the best of his or her knowledge the Testatrix was at that time eighteen (18) years of age or older, of sound mind, and under no constraint or undue influence. A-' e.~' sHIR~ MARTIN, Testatrix ~ L 4?<(~___. witness m~--(7 JCk~<1Y\. W~tness b\" Subscribed, sworn to, and acknowledged before me ~U\RTIN, the Testatrix, and subscribed and sworn to SHIRLEY E. before me by , and day HEATH T,. ALLEN WILLIAM E. MILLER. JR. of April , 1993. MARJORIE L. JOHNSON , witnesses, this 16th i a(t"-~ - t ~trt(~k ~~GV otary blic -10- IIOT ^'lIAL SEf,L 1<^TIUWrl (~ IIOllltmEIt, lJal:Uv Public 1!:III;',hH;t. (Jilt1it!linCflllll1V M CO"lIlll<;~"'..:!.!..~_.lJ;'l':~.!!'~y' 1:1. lro5 ~ERTIFICATION OF NOTICE UNDER RULE 5.6Ia) Name of Decedent: Shirley E. Martin Date of Death: January 17, 1996 Will No. 1996-0075B Admin. No. To the Register: I certify that notice of beneficial interest required by Rule 5.6(a) of the Orphans' Court R~IES was served on or mailed to the following beneficiaries of the above-captioned estate on Januarv 17, 1997 Name. Address J. R Foxfire Drive M chancisbur PA 170 John R. Martin. Jr.. 357 south Main St.. Wauconda. IL 600B4 D. scot~ David P Maartin. 4 Lute Court. M_rtin. 415 Woodhaven Newark. DE 19712 Court. Montoomerv. AL 36117 Notice has now been given to all persons entitled thereto under Rule 5.6(a) except Date: OJ!2 C) ;.:~ ~lr :.: , ~ "0 .Ii - ,) ,-, 1-'.. () ,,:; o Ol 0>0: 0: 1/21/97 ! L AJH.. L. A--u-.. ~ Signature - - " Heath L. Allen, Esquire Keefer, Wood, Allen & Rahal 210 Walnut Street P.O. Box 11963 Harrisburg, PA 1710B-1963 (717)255-BOOO ..- .- .11_ - 2. : ..., N ~ -, personal Representative Capacity: P' -" . " n ... .1!;:I Uu -X- Counsel for personal representative c:: ~OTICE OF BENEFICIAL INTEREST IN ESTATE BEFORE THE REGISTER OF WILLS COUNTY OF CUMBERLAND. PENNSYLVANIA In reo Estate of Shirley E. Martin, Deceased No. 00758 of 1996 TO: D. Scott Martin 4 Lute Court Newark, DE 17912 Please take notice of the death of decedent and letterS to the personal representative named below. a beneficial interest in the Estate as follows: the grant of You may have D. Scott Martin. is entitled to distribution of derman of decedent's real estate following the death ~lartin . a co-remain- of J. Robert Shirley E. Martin Name of decedent: Last known address of decedent: Date of Death: Place of Death: Count v of Grant of Original Letters: Decedent died Testate. A copy of the Will is attached. 2105 Foxfire Drive, Mechanicsburg, PA Januarv 17. 1996 Upper Allen Township, Mechanicsburg. PA Cumberland County, pennsylvania Name, address and telephone number of all personal representa- tives appointed: J. Robert l"artin 2105 Foxfire Drive Mechanicsburg, PA 17055 717/691-9681 Additional information may be obtained from the undersigned. Date: 1/21/97 J411#.- L, j~~ Heath L. Allen, Esquire KEEFER, WOOD, ALLEN & RAHAL 210 Walnut Street P.O. Bo:, 11963 Harr:sburg, PA 17108-1963 capacity: cou~sel for personal representative o E C E o E N T e- 16.... ItA J' - S FOR OATES OF DEATH AFtER III If I CHECK HERE INHERITANCE TAX RETURN ~~S~?~~~l '" C AI'" RESIDENT DECEDENT FILE NUMBER (TO BE FILED IN DUPLICATE 21 WITH REGISTER OF WILLS COUNfTCODE DEceDENT'S "lAMElLAS'. fiRST, AND MIDDLE INITIAll OECEO[NT'SCOMPtETE ADDRESS Martin Shirle E. 2105 Foxfire Drive SOCIALSECURIfYHUMBER OATEOFOEATH O""EOFomTH MechanicDburg, PA 17055 REV. 1S00E)( '(7.941 CO"'~Ft'.'~~fil!r8{.fl'JIi'J~l'N" H'RRIS8~~Q'Jl. ~1"'0601 1996 00758 '!'EA.n 338-18-4429 01/17/96 10/05/22 Counly CUMBERLAND IIF APPLlCAOLEISUAVIVING SPOUSE'S NAUE(lASr.FIRST A.NO MICDlE INITlAll SOCIAL SECURITY NUMBER J. Robert Martin 195-14-2251 X 1. Onglnal Relurn 2. Supplomental Return 4. lln'llled Estato .ca. Future Inferosl Compromise (lor dales 01 dealh .her 12-12-82) ~ 6. Decedent Died Testato 07. Decedent Maintained a Living Trust (Anach cop 01 Wilt) IAnach. cop 01 Trust! C P ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO: 2 ~ NAME COMPLETE MAILING ADDRESS R 0 Brid et M. Whitle Keefer, Wood, Allen and Rahal ~ ij TELEPHONENU....ER 210 Walnut St., P.O. Box 11963 - T 717 255-8027 Harrisburo PA 1. RealEslatelScheduleA) (1) 159.000.00 2. Slacks and Bonds (Schedule B) (2) 3. Closely Held StocklPartnersh,p Inleresl (Schedule C) (3) 4. Mortgages and NOles Receivable (Schedule D) (4) 5. Cash, Bank OepoSlts & Miscellaneous Personal Property (Sch E) (5) 6. Jointly Owned Property ISchedule FI (6) 7. Translers ISchedule G! ISchedule L) (7) 8. Total Gross Assels (Iotalllnes 1-7) 9. Funeral Expenses. Admmistralive COSIS. Miscellaneous Expenses (Schedule H) 10, Debls, Mortgage Liabilities. Liens (Schedule II 11. TOIaI Oeduct,ons Itolal Lines 9 & 10) 12. Nel Value of Eslate (line 8 minus line 11) 13. Charllable and GovernmenlalBequesls (Schedule J) 14. Net Value Sub'ect to Tax (line 12 minus line 13) 15. Spousal Translers liar dales 01 death aher 6-30-94) See Instructions for Applicable Percentage on pagEt 2. (Include values from Schedule K or SchedulEt M.l 16. Amount 0' line 14 taxable at 6-/_ rale (Include values from Scheduh, K or Schedule M.) 17. Amount of line 14 taxable at 15-/_ rate (Include values from Schedule K or Schedule M.l 18. Principal talC due (Add tax from Une 15. 16 and 17.) 19. Credits Spousal Poverty Credit Prior Payments Discount Inlerest 0.00 + 0.00 + 0,00 0,00 20. If Une 19 is realer than line 18. enler the dilference on Line 20. ThIS is the OVERPAYMENT. ~ 0 Check he", n au are re ueslln a ,elund 01 our ov.r e meot. 21. If Line 18 is greafer than line 19. enler the ditletence on Line 21. ThiS is the TAX DUE. A. Enler the Inlerest on Ihe balance due on Line 21A B. Ente, Iherola' 01 Line 21 and 21A on Line 218 This is Ihe BALANCE DUE. M.ke Check P. able to: Re iste, 01 Wills, A ent · · BE SURE TO ANSWER ALL QUESTIONS ON PAGE 2 AND TO RECHECK MATH <l <l AMOUNT RECEIVED ISEE INSTRUCTIONS) 86 258,26 CAB H P L E PO C R C K 0 K P 5 RemaInder Relurn Itor dates 01 death prior to 12-13.821 Federal Estale Tax Relum Required TOlal Number 0' Sa', Deposit Boxes OS. 8. R E C A P I T U L A T I o N 400.00 5.418.68 (8) 165,818.68 (9) 15,344.06 (10) 2,650.19 (11) (12) (13) (14) 17,994.25 147,824.43 0.00 147,824.43 (15) 56,258.26 XQ..Q..: 0.00 (16) 61.566.17 X .06: 3,693.97 T A X C o M P U T A T o N (17) 0.00 O,OOXI5: (18) 3,693.97 (19) (20) 0.00 0.00 (21) (21A) (21B) 3,693,97 177.92 3,871.89 Unci., pen'lUt, at perJury.' docllr. Itult I h.~. ....mlneo thIS ,.lurn. lncrudll''IlJ .ccomp'flylng SCnedl,;les.nd ""I.m.n!t,.nd to Ihe best 01 my tnowo.1t'dl]lt Ir'Id belle'. .11S 'rue cor'l!Ct,net complete.f decl,felh.l.J1 ,e,lesllle hIS be1tn repolled .11r"" milke'l vitIA. Oe-c:I,IfUlon 01 ~'e~f" 01"'" th.ln lhe person,. 'epresenl.lrwe IS bned on.lI infOrrTWllon 01 .....nlCh prep.tI, hlS'")I knowledge SIG~AfURE 01= PERSON RESPONSIBLE FOR FILING RETURN ACORESS ~ f.q~. !.~~~ .i.l:~ _ P.~; ye. . . . . " .... ... .. . . . . _.. .. . ..... Nechanic3C:.:r:J, P;" ~7~5~ AODRESS ~...<~,. !l.~"..1.~~?.3..__.__.......... ...... '.__.'" ..... Harrisbur , PA 17108 CATE tf(21J(q7 DiTE . ~/~7 Form 1500 ,Rlt'l 7-g41 NUa..BER LAST WILL AND TESTAMENT OF SHIRLEY E. MARTIN I, SHIRLEY E. MARTIN, of Cumberland County, Pennsylvania, do hereby make this my Last Will and Testament, revoking any former wills and Codicils made by me. FIRST: I am married to J. Robert Martin, and all references to my husband in this will are to him. I have three children: John R. Martin, Jr. (born January 10, 1948); D. Scott Martin (born September 13, 1951); and David P. Martin (born January 4, 1963). These and any other children born to or adopted by my husband and me are described in this will as "my children," or as "a child of mine." Any person born to or adopted by a child of mine is described in this will as "my issue." Provided, however, no adopted person shall benefit hereunder unless the order or decree of adoption is entered before such adopted person attains the age of twenty-one (21) years. SECOND: I give and devise my real property, wherever situated, and all rights that I have under any related insurance policies to my husband, if he survives me, for his life use and possession without any bond or other security. My husband shall keep the property in good condition and repair, pay all taxes and other carrying charges, and keep the property insured against loss, theft or damage at its fair value, but shall not be liable for waste and shall not have to account ~~ e. ~ -1- to the remaindermen. My husband may rent and alter or improve the property as he deems appropriate. The cost of such improvements and other expenses, and receipts from the property, shall be allocated between my husband's life estate and the remainderman as provided by law for trusts, and my husband may encumber the property to provide funds chargeable to the remaindermen. My husband shall have with respect to the property all powers granted to a trustee, including the power to sell and to reinvest without the consent of the remaindermen. My husband may relinquish the life estate in whole or in part by an acknowledged instrument of release which shall be recorded where conveyances are recorded. Any purchaser of property disposed of by this Article shall deal with my spouse as the sole owner and shall have no responsibility to inquire into the application of the sale proceeds or into any other matter involving the interests of the remainderman. Upon my husband's death, or upon an instrument of release, I give and devise the property disposed of by this Article to my children, per stirpes. THIRD: I give my tangible personal property and all casualty insurance that I am carrying on said tangible personal property to my husband, or, if he does not survive me, I give said property to such of my children who are living at my death A-~ r. ~. -2- . '. to be divided equitably among or between them as they may determine, or, if they are unable to agree, as my Executor shall determine, after considering the wishes of such children. I have complete confidence that my husband, my children or my Executor will honor any written instructions that I may leave with regard to said tangible personal property. Any such property not so distributed shall be sold, and the proceeds added to my residuary estate to pass as hereafter described. FOURTH: If my husband fails to survive me, I make the following specific bequests: (1) I give my son, David P. Martin, the sum of $15,000.00, if he has not purchased a house. (2) I give each of my then-living grandchildren who has not yet graduated from high school, the sum of $14,000.00, increased by the annual increases in the Consumer Price Index which will have occurred fOllowing the date of the execution of this Last will and Testament. I request that my grandchildren use this bequest to pay their college tuition and expenses, or to purchase a home. (a) I intend, by this bequest, to continue my husband's and my practice of making a substantial gift to our grandchildren to enable them to attend college or purchase a home. If any of my grandchildren shall have graduated from high school at the time of my death, and my Executor determines that .!-~ f. Yl1.,~" -3- they had not been given a substantial gift for these purposes, then those grandchildren shall also be included in this bequest. (b) The Consumer price Index referred to for this purpose shall be the Consumer price Index for All Urban Consumers (CPI-U) published by the Bureau of Labor statistics of the united states Department of Labor for Philadelphia-Wilmington-Trenton. For all items, the year 1967 is equal to 100 on the Index. If the Consumer price Index ceases to be published by the United states Department of Labor, Bureau of Labor statistics, then the calculation shall be based on the closest successor index as identified by the United states Department of Labor. If no such successor exists, the calculation shall be based on an index to be chosen by my Executor. (c) As used in the bequest, I intend that my then-living grandchildren include those grandchildren conceived but not yet born. A grandchild shall be considered as conceived if his birth occurs within ten months after the date of my death. (3) I give ten percent (10%) of the assets remaining in my estate after payment of the above specific bequests, or the sum of $25,000.00, whichever is less, to Messiah College, Mechanicsburg, pennsylvania, without restrictions as to use. I give an equal amount to Messiah village, Mechanicsburg, Pennsylvania, without restrictions as to use. FIFTH: I give, devise and bequeath the rest, residue and remainder of my estate, real and personal, to my husband, if he .d-~ t f/k,tu/~' -4- survives me. Should he not survive me, my Executor shall divide the rest, residue and remainder of my estate into as many equal shares as will allow my Executor to set apart one share for each child of mine who shall then be living and one share for the issue who shall then be living of each child of mine who predeceased me. Each share set apart for a child of mine shall be distributed to such child. Each share set apart for the issue then living of a deceased child of mine shall be distributed as follows: one-half (1{2) of such share to the surviving spouse of my deceased child, if any, if such surviving spouse has not remarried; and the balance of such share remaining after any distribution to a surviving spouse, to the issue of my deceased child in equal shares. SIXTH: If all the beneficiaries described in Article FIFTH above are deceased and no other disposition of the residue of my estate is directed by this Will, then and in that event only, I give, devise and bequeath the rest, residue and remainder of my estate, real and personal, in equal shares to Messiah college of Grantham, Pennsylvania, Messiah Village of Mechanicsburg, pennsylvania, Grantham Church of Grantham, Pennsylvania, and the Mennonite Central committee of Akron, Pennsylvania. SEVENTH: If any person under the age of twenty-one (21) years shall become entitled to any share hereunder, then such share shall immediately vest in such beneficiary, but notwithstanding the provisions herein, my Executor may distribute d~ f. /7~ -5- " probate of my estate and signed by my husband or if he fails to act, signed by or on behalf of my oldest child, or if he fails to act, by the court having jurisdiction over the probate of my estate. (3) For services as Executor, my Executor and shall receive reasonable compensation. TENTH: (1) I give to any Executor named in this Will or any Codicil hereto or to any successor or substitute Executor all of the powers enumerated in this Will and all of the powers applicable by law to fiduciaries in the Commonwealth of Pennsylvania and in particular through the Pennsylvania Probate, Estates and Fiduciaries Code, as effective and as in effect on the date hereof, during the administration and until the completion of the distribution of my estate. I direct that all such powers shall be construed in the broadest possible manner and shall be exercisable without court authorization. (2) My Executor is authorized and empowered to acquire and to retain, either permanently or for such period of time as my Executor may determine, any assets, including the capital stock of any closely held corporation, whether such assets are or are not of the character approved or authorized by law for investment by fiduciaries and whether such assets do or do not represent an overconcentration in one investment. (3) My Executor is authorized and empowered to disclaim any interest, in whole or in part, of which I, or my >Zf~ ( ~- -7- Executor, may be the beneficiary, devisee, or legatee, by executing an appropriate instrument (in accordance with section 2518 of the Internal Revenue Code of 1986, as amended, or such similar section as may then be in effect). (4) My Executor is authorized and empowered to sell at public or private sale, or exchange, and to encumber or lease, for any period of time, any real or personal property and to give options to buy or lease any such property. Additionally, my Executor is authorized and empowered to compromise claims, to borrow from anyone (including a fiduciary hereunder) and to pledge property as security therefor, to make loans to and to buy property from anyone (including a fiduciary or beneficiary here~nder); provided that any such loans shall be adequately secured and at a fair interest rate. (5) My Executor is authorized and empowered to allocate property, charges on property, receipts and income among and between principal or income, or partly to each, without regard to any law defining principal and income. ELEVENTH: All estate, inheritance, succession and other death taxes imposed or payable by reason of my death and interest and penalties thereon with respect to all property comprising my gross estate for death tax purposes, whether or not such property passes under this will, shall be paid out of the residue of my estate, as if such taxes were expenses of administration, without apportionment cr right of reimbursement. I authorize my Executor ~e. ~-: -8- ,', ..' .nd T'U.t.. t. p'Y .11 ,ueb t...' .t ,ueb tl'. ., ti.., ., d....d advisable. IN WITNESS WHEREOF, I have set my hand and seal on this my Last Will and Testament this /{-(~ day of SIGNED, SEALED, PUBLISHED, and) DECLARED by SHIRLEY E. MARTIN,) as and for her Last Will and ) Testament, on the day and year) last above written, in the ) presence of us, who, at her ) request, in her presence, and ) in the presence of each other,) all being present at the same ) time, have hereunto subscribed) our names as witneSses: ) ) ) ) ) ) ) ) ) ) ) ) ) , 1993. ~ ~}~ c. ~. SHIRLEY E. MARTIN (SEAL) . , /~f.'~ I I r-- . I.: ; ,) , /':!r.-f i ~~.. D\~W ,Z c~J\/LI~\"'. -9- SELF-PROVING AFFIDAVIT COMMONWEALTH OF PENNSYLVANIA SS. COUNTY OF DAUPHIN WE, SHIRLEY E. MARTIN and IIE)\,rll I.. I\LLEN MARJORIE L. JOHNSON and \'lILLIAN E. NILLER , JR. I the Testatrix and the witnesses, respectively, whose names are signed to the attached or 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 she had signed willingly (willingly directed another to sign for her), and that she 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 witness and to the best of his or her knowledge the Testatrix was at that time eighteen (18) years of age or older, of sound mind, and under no constraint or undue influence. A-~ e.~' SHIRLEY E. HARTIN, Testatrix . .t--' \;..J:...,---, '""'- Witness 1 ~ >" ,t' .. 'Y ." ,..,-. - l;y({tKj[lI1'~) JakY\;;){'Y\ ' Witness \ ~ Witness --- Subscribed, sworn to, and acknowledged before me MARTIN, the Testatrix, and subscribed and sworn SHIRLEY E. to before me by HE)l.TH T,. 1\ T.T,F.N WILLIAM E. MILLER. JR. of April , 1993. ~IARJORIE L. JOf!~ISON , witnesses, this 16th , and day -10- ,) '-1 / (I 'C' . '((H \\'.\h ' ,,,,~( lk...-t\.:' Notary ~ublic I) L '::)1 ".'T"'L 3~",L IO:....~I~t'!. ': " ~',;:..L..;S!:'l :: ""f',' P.:l\'ic j ",0' . :.....;: ;':' .~'._: ::11": ,,',', "" c,~~.." :::.'..:'.!3_:.::.'.':~!:..:~/ ~1 ~f'l'Jj REV. tSl0EX ,(2.87) COUll.%11~f.~*,~:W~jhY'N" ESTATE OF Shirley E. Martin SCHEDULE G TRANSFERS PI EASE PRItH OR TYPE FILE NUMBER 21- 9(,.00150 THIS SCHEDULE MUST BE COMPLETED AND FILED IF THE ANSWER TO ANY OF THE QUESTIONS ON PAGE Z IS YES, ITEM DESCRIPTION OF PROPERTY EXCLUSION TOTAL VALUE OECO DOLL An VALUE OF NUMBER Includ. ,.,meot th. II'M'.r... th.lr OF ASSET '/,ltH OECEOrNTS I!HEREST f.l,UOMhi;io deced.nt dll' of tflntt.,. 1 16.3220 Shares Fidelity Magellan IRA Account No. 021/03S16924B8 Decedent's surviving spouse, J. Robert Martin, is the beneficiary of this accounc. 0.00 6.UO,60 100 6,410,68 -. -......---. TOTAL AI\O .nl.' Oil II,." -, n.e .1ptlul,IMf'l ' S 6.418,68 \ II more SpiC' I' n..d.d Inur1 .lddthon.1 \h..'I 01 Ill"W \11' ' Copyright \el t"" form SOtlwlf' anl1 CPSYII.ms,lnc: form 1500 Scned"iI. G\R.v.Z.S11 SCHEDULE II FUNERAL EXPENSES (continued) i'lL" llUMII~:1l1 H-96-00758 ESTATE OF: Shirley E. Martin AMOUNT ITEM NO DESCRIPTION 5 Honoraria to ministers and organist 185.00 6 Motel accomodations for out-of-town guests 477.00 1,576.00 7 Gravemarker Total. (Carry forward to main schedule) . . . $ 2.238.00 REV - '51l EX. (1.9ll COMUONWEAL TH OF PENNS'fL VANIA INHER't.NCE t""onURN RESIDENT DECEDENT ESTATE OF Shirley E. Martin SCHEDULE I DEBTS OF DECEDENT, MORTGAGE LIABILITIES AND LIENS Pl.... P,'nt 0' T . FILE NUMBER 21- 96 -00758 "1 11 . I : I [I , 10 11 12 13 ITEM NUMBER 1 Boscov's DESCRIPTION AMOUNT 2 63.~0 Upper Allen Township Sewer payment 3 68.75 General Water Works ~ 68.87 John Wanamaker's 5 77.97 Marcy's Beauty Shop 6 19.00 Pinnacle Health Systems 7 119.55 R. M. Kennedy B 9~.82 Erie Insurance Co. 9 168.00 West Shore EMS CVS Pharmacy ~5.00 Commonwealth of Pennsylvania 1995 Pa. Personal Income tax 239.83 Internal Revenue Service 1995 Federal Income tax 176.00 Internal Revenue Service 1996 Federal Income tax 1,442.00 67.00 TOTAL (Also en!er on line 10. Recapl1ularionl or more space IS needed. Insert additional sheets of same Size.) Copyright {cI199. form softwlr. only CPSySlems.lrc. $ 2.650.19 .... ,....."<.~...,.~..:;, ",." .....-.... Form 1500 SChedul1 IIRh'. 1-9ll OJ " - ";'! 'l " ,:~~ ',,0 ~? r"'l c.. 0 M 0: " . (;l.. "" 0 .~} '.., 1'- C ID(C P' -J) :J c: Uti "iT --- - - t.~ COMMONWEAlTlt OF I'(NNSYlVAWA (}(PAnTMUH OF nlVEUu[ DUREAU DF 'NDIVIDUAL TAXES PEPT 280tiOI HAnmSnUnG. PA 11128-0601 PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT W~' ~ "' ' NO, AA211240 m:V.IHi2 EX 111.961 I I I 'I I f I I 1 I I I I RECEIVED FROM: r ^CN ^SSESSMENT CONTROL NUMBER AMOUNT 101 $3.871.89 BRlOOET M WHITLEY 210 WlUN1I' til'Kt;J:;l' P.o. BJX 19963 HARRISBURG. pJ\ 17108 FOlD HERE - 1--- FOlDH[Rl , , ESTATE INFORMATION: FILE NUMBER 21-1996-0758 SSN 338-18-4429 NAME OF DECEDENT IlJIST) MlIRTIN SHIRLEY E DATE OF PAYMENT 04/30/97 POSTMARK DATE 00100100 IF'RSTI IMII / COUfal CUoIBERLAND DATE Of DEATH 01/17/96 REMARKS TOT^L AMOUNT PAID $3,871.89 SK J R:>BERI' MARTIN OlEa( II 1005 RECElVEO BY MARY C. LEWIS RroISTER OF WILLS 'f.Hor \.';n L(, J - , . /.' /- SE^L . -_.- --....-..+----.----- . ,~ i , --- . -.......,...... . -+------- ---~J4. _ Q(U,? -,~., . , /5- /:{f-~ COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE ty" \b;~<'~.~'~'"Il. ~~r:J~'''1/1- ,~ '~r.\.~t" '10 ih,lI ". 111."1 BUREAU OF INDIVIDUAL lAXES 1HIl[lll tAHet UlI DiViSIoN DIP" :.01001 llAIUIlSftUNC, II'" 1I1a-OhOI NDIlCE or INllEHITANCE lAX APPRAISEMENT, AllOWANC[ OR DISAlLOWANC[ or DEDUCTIONS AND ASS[SSM[NT or TAX HEATH L ALLEN 210 WALNUT ST HBG DATE ESTATE OF DATE OF DEATM FILE NUMBER COUNTY ACN 08-11-97 MAR T III 01-17-96 21 96-0758 CUMBERLAND 101 Sill RLEY E PA 17101 r---"-A"-ci"~nt R.",itted \ 1"=:O.::c=-~~-""--:C~'C"",~'-- ,,-,,===,-=-=--=-,,'-"=--' , I - MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS CUMBERLAND CO COURT HDUSE CARLISLE, PA 17013 CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~ iiE"V:iS47-EX-"FP-iil3':97Y"NOYiCE--oi=--itiHEiiii'ANCn'-"iCAPPiiiiisEHENT-,--"i.l-owiiticE-OR----------------- DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF MARTIN SHIRLEY E FILE NO. 21 96-0758 ACN 101 DATE 08-11-97 TAX RETURN WAS: ) ACCEPTED AS FILED I Xl CHANGED SEE ATTACHED NOTICE RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. Re.l Est.t. (Schedule A) U) 2. stocks and Bonds (Schedule OJ (2) 3. Closely Held stock/Partnership Interest (Schedule C) (3) 4. Hartgages/Note. Receivable (Schedule OJ (4) 5. CashlBank Deposits/Hise. Personal Prop.rty (Schedule E) (5) 6. Jointly Owned Property (Schedule F) (6) 7. Transfers (Schedule G) (7) 8. Total Assets HOTE: To insure proper credit to your account, subnit the upper portion of this form with your tax pay",ent. 159,000.00 .00 .00 .00 400.00 .00 6,418.68 18l 165,818.68 APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expenses/Ad",. Costs/Hisc. Expenses (Schedule H) (9) 10. D.bh/Ho,tg.g. Ll.bU1Ues/Ll.ns ISch.dulo II (10) 11. Total Deductions 12. Net Value of Tax Return 13. Charitable/Govern",ental Bequests (Schedule J) 14. Net Value of Estate Subject to Tax 14.406.56 2,650,19 Ill) (12) (13) (14) 17,n~6 7~ 148.761. 93 .00 148,761.93 If an assessment was issued previously, lines 14. IS and/or 16. 17 and 18 will reflect figures that include the total of ALL returns assessed to date. ASSESSMENT OF TAX: 15. A",ount of Line 14 at Spousal rete (15) 16. Anount of Line 14 taxable at Lineal/Clasl A rate (16) 17. Anount of Line 14 taxable at Collateral/Clall B rate (17) 18. Principal Tax Due NOTE: 87,195.76 X .00= 61 .566 . 17 X . 06= .00 X .15= l1e] .00 3,693.97 .CO 3,693.97 TAX CREDITS: PAYHENT DATE 04-30-97 DISCOUNT I') INTEREST/PEN PAID (-] 171.92- AHDUNT PAID 3,871.89 RECEIPT NUHBER AA211240 TOTAL TAX CREDIT BALANCE OF TAX DUEl INTEREST AND PEN. TOTAL DUE 3,693.97 .00 .00 .00 . IF PAID AFTER DATE INDICATED. SEE REVERSE fOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS LESS THAN '1. NO PAYHENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" ICR), YOU HAY BE DUE A REfUND. SEE REVERSE SIDE OF THIS fDRH FOR INSTRUCTIONS.) , RUERVAIIOHI [stat.. of decedents dying on or bll'or. OIlCIUlbll" IZ, 198Z .4 If rmy futurll In'lIrlllt In the ..Iale is {rB"sfernad In POI'II..lon or .nJoy..nt to Clasl a (collatllral) benellclarl.s of the decedenl afte,. Ihe ..plrfttlon of any ..Iat. for Ilf. or for YII.r., the Co..onwllalth hereby lI.prllssly rll..tv.. the rluht to apprals. Rnd al.... transfer Inheritance f..1I1 at the lawful Cla'l a (coll.teral) rat. on Any such future Inter..t. PURPOSE OF HOrrCE I fa fulfill Ihe requlr...ntl of Section 2140 of Ihe InherltanclI and [slat, la. Act, Act ZI of 1995. (11 P,s. Section 9140). PAYMENT I O.tach thll top portion of Ihl. HollclI and sub.it with your pay..nt to the Rllglstllr of Wills printed on thll tever,. .Id.. "Hak. chIck or lIIon.v orde,. paynbl. tal REGISTER or lULLS, ACENT REfUND (CR>>: A rufund 01 a talC cr.dlt, which was not r.qu.stod on th. TalC Aeturn, ~ay b. roquest.d by co_pl.tlng an "Application far A.fund of P.nnSYlvanla Inh.rltanc. and [stot. talC" (A[Y-UUJ. Applications ar. available at th. Office of tha A.gl.ter of Will., any of th. 23 R.v.nu. District Olflces, 0,. by calling Ihe sp.clal 24-hour answ.rlng s.rvlc. nUMb.,.. fa,. for.. orde,.lng: In Pennsylvania l-aOO-3b2-20S0, outsld. Pennsylvania nnd within local Uarrhbu,.g a,..a (17) 787-8094, TOOl el111 112-Z~r.,Z eu....,.!ng IlIpair.d Onlyl. OBJECTIONS: Any party In Int.,...t not ..tlsfl.d with th. nppra!solll.nt, allowance or dlsallowanc. 01 deduction., or a.......nt 01 talC (Including discount or Intar..tI al shawn an thl. Hotlce IIIUSt obJ.ct within shih (60) day. of rac.lpt of this NoUu bYI ADKIN ISTRATIY[ CORAECTIONS: "written prot..t to th. Pi Oepart.ent of Ae....nue, Board of Appeals, Dopt. 281021, Itarrhburg, Pi 11128-1021, OR ".I.ctlon to have th. ..att.r d.t.r.ln.d at audit of Ihe account of tha parsonal repr..antatlv., OR --appaal to th. Orphans' Cou,.t. factual .rror. dl.cov.r.d on this ass.ss.ent should ba addrassed In writing tal PA Dapart..nt of R....anu., Bur.au of Individual Taus, iTTN: Post Au.....nt Aavlaw Unit, O.pt. 280601, Harrisburg, PA 17128-0601 Phon. (717) 787'6S05. S.. paga 5 01 th. bookl.t "In.tructlon. fa,. Inh.rltanc. TalC A.turn far. Ae.ld.nt Oecad.nt" (REY-15011 lor an ._pl.n.tlon of adalnl.tratl...aly corr.ctabla .rror.. DISCOUNT I If .ny t.lC dua Is paid within thr.. (]) c.l.ndar .onth. allar Ih. dac.d.nt'. d.ath, a fl...a p.rc.nt 15~) dl.count 01 tha tax paid I. allowad. PENALTYI Th. 15~ t.. a.n..ty non-pa,.tlclpatlon p.nalty I. co.pul.d on th. total 01 th. ta. and Int.r..t a....s.d, and not paid b.for. January 18, 1'96, the 1I,..t day aft.r th. and of th. tax a.n..ty period. Thlt non-participation panalty I. app.alabl. In the .a.. lIIann.r and In th. th. .... tl.a p.,.lod .s you would app.al the tax and Int.,...t that ha. ba.n .......d .. Indlcat.d on thl. notlc.. INTEAESTt Int.r..t I. charged baalnnlng with Ilr.t day 01 dallnquancy, or nln. (9) .onths and on. (I) day Ira. Iha data of daath, to th. data 01 pay..nt. Taxa. which b.c... dallnquant balor. January 1, 1982 b.a,. Int.r..t at the rat. of .1. C6~J p.rc.nt p.r annu. calculat.d at a dally rat. of .000164. All t.... which blca.a dlllnqu.nt on and aft.r January 1, 1982 will baar Inter..t at a rala which wJll vary fro. calanda,. y.ar to cal.nda,. Ylar with that rat. announc.d by tha Pi Depart.ant of A.venu.. Thl appllcabl. Intere.t rat.. for 1982 through 1991 ara: '!!!! Intera.t Rat. Dalh Intar..t FIlcto,. !!!!' Intar..t Ratl Dally lnt.re.t FIlcto,. 1982 2O:C .000548 1981 .~ .000247 1983 16;( .000418 1981-)991 IU .000301 1914 11;( .000101 1992 .~ .000Z41 1985 U~ .000356 199]-1994 7~ .000192 1986 In .000274 1995-1991 .~ .000Z41 -.Intar..t Is calculat.d o. fotlow.: INTEREST = BALANCE OF TAX UNPAID X NUKBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR .-Any Hotlca ISluad alt.,. th. tax beco.al dallnquent will rellect an Int.r..t calculation to Ilft..n (IS>> day. bayond the data 01 the a.......nt. If pay.ant I. _ad. aftlr tha lntar.st CO.putatlon data shown on th. Notln, additional Int.r..t lIU.t b. calculated. . ., , .. -. ....~.... . . .~ . , _ ~k*:!l\ "COMMONWEAlTH OF PENNSYlVANIA DEPARTMENT OF REVENUE BURlAU 0' INDIVIDUAL TAXIS DEPT, 2B0601 HARRI58URO, PA 1712~,06OI DECEDENT'5 NAME ,:- , ,,<~ \ III. I... , \ INHERITANCE TAX EXPLANATION OF CHANGES Lj' I' , I~~__l_" filE NUMBER ;1/- ACN c,. (r' ( /S )/ 101 SCHEDULE ITEM NO, EXPLANATION OF CHANGES ..../lc... c.lt;.c1uc.I'ol'1 (~K -/ ~ I II l.-C.. ,_ 'I /..-' I\~'.:J t.. I, , I S / J ( '. 'Ik~ C ~c.c.L,lt~, (I.. l.d,,^,I;"'!I, "Ie 1'- (llJ...l .1..:,,,//11_ I!. f/l ( ,....1 J /)<. ':'.(11)' l I , I I . J. t. Cc".JLI....~I,/......) ~, tll, Ikl ~I", ,0'} 11,(.:, <:. C "f /..( ......~," ~ 1....1 d(I,;"~!I!>I.I'JI-I<J^) "f IlL c~/,dc ! , J . . " TAX EXAMINER,..~~L(~;J'':='.J~:-c._~.-,-J~.t._... ...._..._.....__.. PAGE 6 Register of Wills of Cumborland County, Pennsylvania INVENTORY EstJle of Shlrloy F.. Martin No. 1996.00758 also known as Date 01 Death 01/17/9~ . Deceased Social Secunty No. 338.18.",.29 J. Robart Martin Personal Representatlve(s) 01 the above Estate. deceased, ....erlfy thallhe Items appearing in the following Inventory include all altha personal assels whersver situate and all of the real estate in the Commonweatth 01 Pennsylvania 01 said Docedent. that tho valuation placed opposrte each item 01 said Inventory represents its fair value as of the date 01 the Decedent's death. and that Decedent owned no feal 8slale outside 01 the COrM'lClnwealth of Pennsylvania .Jeept that which appears in a memorandum at the end of thiS Invenlory. I Nle verIfy that the stalements made in this Inventory ar. true and correcr. INle understand that false statements herein are made subject to the penalties of 18 Pa. C.S. Section 4904 relating to unsworn falSIfication 10 authorities. Personal Representative Name 01 Bridl\et M. lIhitley Attorney: ID.No: 33580 ~ddress' P.O. 80x 11963 Harrlsburl\ , PA 17108 Telephone: 717/255.8027 Signature: ~ (,7AJ-C1J )'1 ~"A^t-: :J. Robel.t Mart in Signature; Address 2105 Foxflre Drive Mechanicsburl\. PA 17055 Telephone: " cl f - 'i J., 'Ii' I ~~:3/) J9 '1"'1 . ..) Dated: Description value See Supporting Schedule Attached ~ Attach additional sheets If necessary) Tot.l1 159,1.00.00 NOTE. The MCn'lCrandum 01 real estate outside the COl'M"Onwea1th cl ?ennsylvanl.l may at Ihe election 01 the person.ll repte5enlatl~e Include the value 01 each Item. but such figures should not be ex1ended into the total of the Inventory Pr~~"'ed by tne Pennsylv,n4' 8,r AssocIAUon COO/f,;nt ,el 1996 tOfm~ott","e omy CPS,.Slllms, lnc FOfm NRW" 7 ; 199Z1 Page 1 Estate Inventory Valued as of Date of Death Tanqible Personal Property Tangible personal property $ Total Tangible Personal Property Real Property Residence located at 2105 Foxfire Drive, Mechanicsburg $ Total Real Property Total Inventory 400.00 $ 159,000.00 $ $ 400,00 159,000.00 159,400.00 =============== on s ~ \l5 ~q;R -' . . .... -- :I~.' lA. 0 -.., _.-. w .... -, ... ~~ r: ..:.. -' STATUS REPo~r UNDER RULE 6.12 Name of Decedent: Shir1ev F" Martin Date of Death: __Januarv 17, 1996 Will No. 1996-00758 Admin, No. pursuant to Rule 6,12 of the Supreme Court Orphans' Court Rules, I report the following with respect to completion of the administra- tion of the above-captioned estate: 1. State whether administration of the estate is complete: Yes xx No 2, If the answer is No, state when the personal representative reasonably believes that the administration will be complete: 3. If the answer to No.1 is Yes, state the following: a, Did the personal representative file a final account with the court? Yes No xx b. The separate Orphans' Court No, (if any) for the person- al representative's account is: c. Did the personal representative state an account infor- mally to the parties in interest? Yes No xx 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: F.;JJ, AS" l'If f ~ )11. ~ Signa ure l1"I Bridoet M. Whitlev. Eso. Name (Please type or print) Keefer, Wood, Allen & Rahal LLP 210 Walnut St., P.O. Box 11963 Harrisburo. PA 17108-1963 Address ~ N (7171 255-8027 Tel. No. '" :..1:1 ....... Personal Representative Counsel for personal Capacity: xx I C.: . ~~J ;--0' , - _'I :; C;ju r""_'~'__"'__"'''''"''''''''"''_\'-''~_"''~