The URL can be used to link to this page

Home My WebLink About96-00991 PETITION FOH PIW8ATE llnd GltANT OF LETTERS J,}. 9&- qq/ No, To: Eslate of John Gr i ner also known as RegiSlCr of WIlls for the . Dt'Cf!USl'cJ, County of ('llllltV."ti\ncl in the Social Security No, 174-0,>-0 t 'J1l Commonweallh of Pennsylvania The pelition of lhe under~lgncd re~pectfullY represcnl~ that: Your petilionerls). who is/arc lij year~ 01 a~e or older an lhe executOr in lhe last will of lhe above dccedcOl. dated ~\( I I. 2 '). 1'l<J/. and codicil(s) dated named .19_ (\late rtlt'vanl cm:nm\13nCC\. e.g. rcnuncllllon. death or ()l,cculor. etc.) County. Pennsylvania. with DecedeOl was domiciled at dealh in cumberland II is last family or principal residence at " 801 N. lIanover street Ilm 303 Carlisle I'^ 17013 ,.. , Ctl" iJ Deeedenl. thell __~_,_ l'ea.~ of age. died November 8 .19 96 at The Church of God. ,;:>me . ExeepI as follows. dccedcn, ~id nOl marry. was not divorced and did not have a child born or adopted after execution of lhe will cfferrd for probale; was not the viclim of a killing and was never adjudicated incompeteOl: 111...1 "\fl'l'L IlUIllIII'f, T.....p tlf Burnl Decedent at death owned rro~crtl' IItlh CQim3led 'alues.t> follows: (If domiciled III Pa,) All personal propcrty (If not domiciled in Pa,) Personal propcrty III I'enn~ylvnnia (If not domiciled in I'a,) Personal property in COUOlY Value of real estate in Pennsylvania situated as follows: 440,000. s s s s WHEREFORE. petitioner(s) rc,peclfully rcqucsllsl the prohole of lhe la~t will and eodicil(s) presenled herewith and lhe grnOl of lellers testamentary IlcstamCnlar)': admlnl\U8tlOn c.I.a.; admlnlSlralion d,b.n.c.t...) theron. ~ c u "'- U ,,&.g ~.- ~~ 11'_ ljO ! in Mellon Bank, N.^. 10 SmIth s~~(')nrl Str0("t b /. P {'\ llnv tn1n Harrisburg, PA .--. OATH OF PERSONAL REPRESENTATIVE COMMONWEALTH OF PENNSYLVANIA } ss COUNTY or ._~~berland The p~:ition~r(s) abo',,~,"'am~d swearls) or affirmls) lhal Ihe statements in the foregoing petition are lrue ani! C('lrCCI 10 Ihc ~es: of thc kno"lcd~c and belief of pClltionerls) and Ihat as personal represen- lative(s) 01' lhr, abc'~ dc.;c<lcnl p':lIt1oncr(s) will wcll and Iruly administer Ihe e~lale according 10 law. and~~t~~ { ~~~~;'~i'r.T,J~ "~ HeRlSler I tIl 00' ,. Q ~ r: ~ ~ ,{_ r4ti'-1 I"" 21-96-991 IWII' .~l\C'lll" lOlntl!) 'HI'IId IIHIIl .lll OlIH!lIl.d ll'lItIH..lt. III dC'.lIh duly lill.d wllh \~ III hi' 1111 \\ ,ll.ll d 'II till' "'I.llt \' n.d HI I 111.1" I Hilt t fIll 1'1" 111,11 ll'l II lillllg II1l',I't Thi" I" lllltllth dl,11 dll' illllllll1.1Il111l Lill.d Ht'fl'll,lI Tlll'llri!:IlI.d It'lllla.llt' WARNING: It Is lIIegol to dupllcale this copy by pholostat or photograph, "'n' 101 dll'U'llIlh,llt. S/ (Ill Th..,1.l f,\. '2~.}..l_&..t;.c~I:,,~~:.(~J-/ 1111 .t1lh'.~:I"If;lr 3959832 NOV. I 01 iSUb \l.\ll' Nil. "'O'l'&JII..ar17 CDMMONWEALTHOF PENNSYLVANIA _ DEPARTMENT OF HEALTH' VITAL REcones CERTiFICATE OF DEATH .., 1."'.........-111I \Ot'''' uc..."," loll"UiIl ..174 - 05 -0196 ~" ' 1'110 OafIOft'VlM_O...-1 . "1I1.,.,JU 1. '" .. ...""(;#OIClOI"'''''''_'-1 H' ..Hnle ::'::"'0 John Griner ~iIIIl(l,lIr O.TI()t"'"" _,_ ._0.._, 'VlC.I0l'0Il/G...r.-......___......-...__ """'.. ......0 I~G .. ~,.."....... ,~I""-"""'- 5\llllI'..c-" \.II'ItI.ftl'....... - .... Ifnrrisbllrg,PA """.--"'".-.- --.. 94 ,.. ~\ """ Cumberlnnd .. I" WIli tc .........""'.. ..-...-- CA.."""./t ,,-I G..../ /I D rn E. .....O((IDCNIVIIII.. 0l10l"',100JC,.lf00t UI.....IO'OJICU' ...iJ ...0 N.Mlddlelon Twp. ..UlIUol,.W-U...._ ---- IJlev~:;rted ".il...---~ ).UAA1,.tnn - '" . .,,:::::-_,,:::J,~ ...ou.'n . .. OIc.101...,I...u..I'lQ.I.OOl'IIU~M1~~,.../.GawI Olc.lOl"" Church or God Home ~~~ ..~h ~sl~~n~xebob ~.;:::;:" C. F. Rettling .....()lI.....,.,IN.l..llTfPIOo....... Sharon S. JAcoby Pol .. -- ... -' -- Ih_St... I"O~--==:" Cor lisle ... t,IQ!ttllll".Iot(,'..__s..._ I Lottie Griner -"""~1:'."""""""""" - - ,'-- ~ eanr Me.. rlechanicsDurg, PA 17055 "-"<< OIS1'OS1 O'I.,._.~...,,~ /GOt. M .0-'*_ '/G"'"'lUoUlf~"'-~"' M' JOI'l"'AlOIO"lt)oC.OlIU- _0 .,Jl{ ~1l/11t:.. "1- 1l'4.101OII",.C~HCI\YI 'A I ~(J/<_e. OU4IlOlOI'l.'.UlOo\l .:(001 ~ i?lt1'l)1UI~_.C.p.u .l\~l(ln ~ ..p/..s. W'lIlCAU1'OP,,'..oo>oll1 .....,...,..I'IOfUolfH ~.I'iIlCIJIIlD cowP\l11ONorc.ws.t! """..,,, 1--' -- !-....- i ,.".,., ()f\Io~....---.._'" ""'-........~_.......PIlII1l I: ,. ftJUJIv/GWOIIOIJ OlKI'tIIlHOWft,!UII'QC.CUflNO o.o.llO'll'l./IIIlV ~o..".l !....lOfNN"" o o o ~IClOfO.JVfl'....--,",....,~_. ... .........OOCcSc'c#w1 - -. E" o o ... ~ ~...rUN.""OI11~IO'Cl "a-~ ~ ucr..UNUU O""lt.IONIO~o..-' o . HI).,." 1"< 7 -J... ,II - ~ - ~ " ......ANCIAOOJOIU.O'...~l"oOOO(;()UJ"t.ITtOC<\Uu:O'OII1.!.. ._ITlT'I'fNI-7o'?f<. .j)I'}V'J..s /"-tI.o 0.. nrl,.L,,~'-'I .s/-'A-,.....:.~.~ /7",'1 1)oIl1l,..IO""'_~._' -- ... 0,..0 .......- c..............__ -- ..Ill'" ..Ill' _0 .... .. MI. till. CI'""lIi111~__ .cunln'lolQ""IlCI....-.........~u.M..___""""'.......~..,--,...cw-'....n. "..._....,-.....""-......_..._.1....-...'-... .-... " : 'l __,t,H(Ictilll''"..a''".IO........,..,.toII'o;lO~......-.--.........._1 ............,............_................-.-...............-......-,......._"".'.. 'UIOfCAL O:,IUINIMOIIOWIII OJI_........._.._...............n..._.toI""'....-....Il'l..,........""'I_..........,..U..........I. ""'....,.t.I.... ......-............................ ... .l",.~~...uUft("OOO""'IoHlI" , a:...... ~. ~ " \~,,{ ,.;l,I,d .,) 00 . ~:r.l C{f:'" '--0 ...Q ':1 0' T'; ,-l . c::J n I VJ ..~~ "-, :'.-~ ~~) t~; " ~~:::. ~ N N . ~.~ (, q ( , . . M I c..> 0 j' ~ \0) C ;.l :J tUC: l-" UU 0: ~ ~ f:3 ~ ~ H ~ ~ ~ g . . . . 01 o 0 ~ is t !: III B N ;$ ... S = ~ ~ Z III cli :>! Ll -< t = ~ ii: A "0 Iii cScij~=B 3~1!; ): '" ~ III P ,,0 ::l ~~ 3 ... ~\d_J~.~,l.l!~l!t I, JOHN GRINER, of the Borough of Carlisle. Cumberland County, Pennsylvania. declare this to be my last will and revoke all wills and codicils which I have previously made. I. I direct that my funeral and burial shall be conducted by the Hoffman-Roth Funeral Home. Inc., of Carlisle, Pennsylvania, according to pre-arrangements and guaranteed funding paid therefor. with interment at the Upper Bermudian Cemetery of Adams County, Pennsylvania, in my family burial lot as already marked between the graves of my mother and grandmother. II. I give and bequeath the following: A. The sum of One Thousand (S1,OOO) Dollars to my second cousin, Mrs. Maurice (Gloria) Harmon. of Gettysburg, 8, The sum of One Thousand (S1,OOO) Dollars to my t .,.\ ',\ '..,) Pennsylvania; cousin, Mrs. steve (Patricia) Bussey, of Gettysburg, C. The sum of One Thousand (Sl,OOO) Dollars to my . t :-[: X:: '. Pennsylvania; cousin, Alan Jones, of Clarks Summit, Pennsylvania; D. The sum of One Thousand (S1.000) Dollars to my cousin, Sharon Jacoby. of Mechanicsburg, Pennsylvania; E. The sum of One Thousand (S1,OOO) Dollars to ~y '. friend. Eleanor M. white. o[ the Borough of Carlisle, Pennsylvania; F. The sum of Two Thousand ($2.000) Dollars to the Upper Bermudian Church of Adams County. Pennsylvania; G. The sum of Two Thousand ($2.000) Dollars to the Upper Bermudian Cemetery Association; and H. The sum of One Thousand ($1,000) Dollars to the Cumberland County Historical Society. of Carlisle, Pennsylvania. should any of the above named beneficiaries predecease me. I direct that their said legacies shall lapse and become a part of my residuary estate. III. I give and bequeath the residue of my estate of every nature and wherever situate to the Mellon Bank, N.A. or its successor. IN PERPETUAL TRUST, in memory of me. for the following uses and purposes: A. To pay the net income therefrom directly to the Carlisle (Pennsylvania) Unit of the Salvation Army or its successor, to be used by said charity solely toward their local B. Should the principal of this trust be or ~ ~ ( ~' ,) I ~ ,~t-- "-. ) I expenses and activities. become too small, in the Trustee's discretion. so as to make establishment or continuance of the trust inadvisable, the Trustee or my Executor may make immediate distribution of the then remaining principal and any accumulated or undistributed income to the beneficiary as hereinabove provided. IV. I direct that all taxes that may be assessed in COMMONWEhLTH OF PENNSYLVANIh COUNTY OF CUMBERLhND I, JOHN GRINER, t...ntalor whose name in 1,igne<1 t lJ t.h,~ attached or foregoing instrumenl, having been duly qualified according to law, do hereby acknowledge that I signed and executed the instrwnent as my Last Will: that I signed it willingly; and that I signed it as my free and voluntary act for the purposes therein expressed. \, ./ I ~.1 ,-r ' f" I . \.:~I ,'? I J f . ~ > J JOHN GRINER Sworn or affirmed to and acknowledged before me, by JOHN GRINER, the testator, this ~;J.~} J day of April, 1994. . i , >;/;/:=;~. /'~~~"~/'-'-<(' Notary Public COMMONWEALTH OF PENNSYLVANIh COUNTY OF CUMBERLAND NotzIIaI Sell Wi&am S. Darleb. NoWf PLIllo Cal1:sIe Bartl, Cu1'Illlllard ec.nv My <;ommissIon Elljli'BI OclIS,IIlIlll and SA ,'rler 8)1J..(..,1./ , the witnesB~S whose names are signed to the attached or foregoing instrument. being duly qualified according to law, do depose and say that we were present and saw testator JOHN GRINER sign and execute the instrument as his Last Will; that he signed willingly and that he executed it as his free and voluntary act for the purposes therein expressed: that each of us in the hearing and sight of the testator signed the will as witnesses; and that to the best of our knowledge the testator was at that time eighteen or more years of age, of sound mind and under no constraint or undue influence. We, jl-\f.J!:.T ,J".( K.. ~n ,\:J ') h....u..,~' 4' ~;t h1lJ t" A.. Sworn or affirmed to and subscribed to before me by ....?;f/l/C/ //Cr'scl( and J/,/.r-''!'(-r ,:-Ie;yk:', I wi tnesses, this ') 1./ day of v'~r\ /-- hpril,.. 199Z':..' /.{' /", /t .. /._ .', <'....~." / -__r."':;! . Notary'P'ubll'C - -,~ ........(, Ncla'al SaaI Wo1Iam s, 0erleIs. NoIlUy PLIllo CatIsIG Bartl. QJrIlec1lr<l ec.nv My Corrrrlsslon E1jlit1lS OclIS, IIl1lll ..- ... .--..--,.-...--.. .'.'"- ~ @ Mellon Bank 1'1) 110' ";"~~I!l 1'llIlalklphlil. P,\ 1:lIl1l.jS!r.1 January 26, 1997 Estate of John Griner Died 11/8/96 Will No. 21-96-0991 Register of Wills cumberland County Courthouse Carlisle. PA 17013 Dear Sir: Enclosed please find a check in the amount of $713 ~Ihich represents payment on account of the Pennsylvania Inheritance Tax within three months of the decedent's death. The tax is calculated on $5,000 @ 15% and $401,400 @ 2%, less 5% discount. Please send us your official receipt. ve~~~J,t~~lY yours, o~ . '6KUbOWSka - l'a ff:;'cer 00 c:- ..,Co) ..., .... C;" ., , \Ci .,.,::0 --J ... t:> r-~ '. .:.G.' '- .. :=> :z: " '.. '-'" ~ " a . " ..., .' Fi- N g, \0 Encl. Cc: William S. Daniels, S. G. Covahey Esq. OJ Ij s .,., . p;:' " U. '0 ~ - 0. ~ .... 0 ~ a: ~ r: Q; UJ ~ '0 U 0 ~ ~ , ~ ~ ~ '" '0 ~ERTlFICATION OF N.PTLCEJ)NPERJ~JIU; S,6(~) (' Name of Decedenl: John Griner Dale of Death: November 8,1996 Will No, 1996-00991 Admin, No.: 2196-099\ To the Register: 1 certify that notice of beneficial interesl required by Rule 5,6(a) oflhe Orphans' Court Rules was served on or mailed 10 the following beneficiaries of the above-captioned estate on January 28, 1997, Cumberland County Hislorical Society Alln: Linda Witmer. Executive Director Salvation Anny - Carlisle Unit Allen: Capt James Cocker Notice has now been given to all persons entitled therelo under Rule 5,6(a) except N/A Address 119 Chambersburg Streel, Gettysburg, P A 17325 512 York Street, Gellysburg, PA 17325 15 L Laurel Drive, Scranton, P A 18505 2 Cedar Avenue, Mechanicsburg, PA 17055 415 Northeast Street, Carlisle. P A 170 \3 clo Reverend Kennelh G, Swick, 450 Willow Lane, York Springs, PA \7372 clo Reverend Kennelh G, Swick, 450 Willow Lane, York Springs, PA 17372 21 N, Pill Street, Carlisle, P A 17013 Name Mrs, Maurice (Gloria) Hannon Mrs, Steve {Patricia} Bussy Mr, Alan Jones Sharon Jacoby Mrs, Eleanor M, White Upper Bennudian Church Upper Bennudian Cemelery Association 20 E, Pomfrel Streel, Box 309. Carlisle, PA 17013 Date January 28, \997 .) '.) '"-' ~,a: C!: Ln ~?t N ">1 (L .~ , \0 I en Ld r- 'U 5 P- t.)t.) Name Mellon Bank, N,A, Allen: Stephanie Covahey Address lOS, Second Streel P,O, Box 1010 Harrisburg. P A 17108-1010 Telephone (7\7) 780-3113 n ~1 Capacily: ~ Personal Representative Counsel for Personal Representative 2PIOl/jdf @ Mellon Bank III to Uo\ "'",~rl 1'I1IIil1kll'Ilia, 1'.\ 1!lllIl-';~~~1 August 5, 1997 Estate of John Griner Died November 8, 1996 File #21-1996-0991 Register of Wills Cumberland County Courthouse Carlisle, PA 17013 Dear Sir: Encl08ed in duplicate is the Pennsylvania Inheritance Tax return for the above estate, together with the following: 1. Copy of will 2. Bank confirmation A refund is due of one dollar ($1.00). ()c:' t: -- -., Please send us your official receipt. ::i Very truly yours, i~'f~', ,/----- 01 VJakubowska T Officer I I ~;nc 1. Cc: William 9. Daniels, Esq. , i ,- OJ/js . SUMMARY OF ACCOUNT FIDUCIARY ACQUISITION PAGES VALUE PRINCIPAL Receipts 3 $ 469,896.59 Net Loss on Sales or Disposition 4-5 -31.94 $ 469,864.65 Less Disbursements: Debts of Decedent 6-8 $ 3,415.04 Administration - Misc. Exp. 8-9 1,170.00 Fees and Commissions 9 36.120.00 -40.705.04 Balance before Distributions $ 429,159.61 Distributions to Beneficiaries 10 -10.000.00 Principal Balance on Hand 11 $ 419,159.61 INCOME Receipts Less Disbursements Balance before Distributions Income Balance on Hand 12-17 18 $ 30,448.63 -1.435.32 29.013.31 29,013.31 19 $ $ COMBINED BALANCE ON HAND $ 448,172.92 ================ 307-8BN PLS - 2 - , . PRINCIPAL RECEIPTS INVENTORY FILED Assets listed in INVENTORY per copy attached $ 469,896.59 TOTAL PRINCIPAL RECEIPTS $ 469,896.59 =============== 307-8BN PLS - 3 - DISBURSEMENTS OF PRINCIPAL DEBTS OF DECEDENT Internal Revenue service. oersonal income tax 04/09/97 $ 2,419.00 Penna. Deot. of Revenue, personal income tax 04/09/97 346.00 Media Mobile X-Rav. medical services 12/03/96 26.09 Three Sorinas Familv Practice. medical services 12/18/96 01/03/97 02/20/97 $ 59.24 107.93 6.12 173.29 Church of God Home. Inc.. medical services 12/19/96 8.83 FORWARD $ 2,973.21 307-8BN PLS - 6 - -r-< DISBURSEMENTS OF PRINCIPAL (cont'dl FORWARD $ 2,973.21 DEBTS OF DECEDENT (cont'dl Universitv Phvsicians. medical services 12/19/96 5.22 Orthoeedic Suraerv of Carlisle. medical services 12/19/96 267.72 Belvedere Medical Core., medical services 01/06/97 28.34 Carlisle Patholoav Associates, medical services 01/03/97 02/26/97 $ 11. 06 32.06 43.12 RWC Emeraencv Phvsicians. medical services 5.90 01/23/97 FORWARD $ 3,323.51 307-8BN PLS - 7 - DISBURSEMENTS OF PRINCIPAL (cont'dl FORWARD $ 3,323.51 DEBTS OF DECEDENT (cont'dl Brockie Medical Suoolv, medical services 02/20/97 05/13/97 06/10/97 07/11/97 01/13/98 $ 30.32 4.46 3.72 1.71 1. 32 41.53 Emerald Drua Billina Deot.. balance due on account 50.00 01/03/97 $ 3,415.04 ADMINISTRATION - MISC. EXPENSES Reaister of wills. Penna. Inheritance discount oavrnent 713.00 01/28/97 FORWARD $ 713.00 $ 3,415.04 307-8BN PLS - 8 - . . DISBURSEMENTS OF PRINCIPAL (cont'dl FORWARD $ 713.00 $ 3,415.04 ADMINISTRATION - MISC. EXPENSES (cont'dl william S. Daldels. Esa.. leaal services 01/02/97 369.00 Reaister of Wills. short certificates. death certificates. vital statistics. etc. 01/06/97 03/19/97 $ 30.00 30.00 60.00 Reaister of wills. fee for filinq inheritance tax return and inventorv 2B.00 OB/21/97 1,170.00 FEES AND COMMISSIONS Reserves for the followinq: Closinq costs 500.00 Attornev's fee 15.000.00 Executor's fee 20.620.00 TOTAL DISBURSEMENTS OF PRINCIPAL 36,120.00 40,705.04 $ ============== 307-BBN PLS - 9 - . . DISTRIBUTIONS OF PRINCIPAL TO BENEFICIARIES TO: Cumberland Count v Historical 02/12/97 Cash bequest under II (H) of Will $ 1,000.00 TO: Eleanor M. White 02/12/97 Cash bequest under II (E) of Will 1,000.00 TO: Alan Jones 1,000.00 02/12/97 Cash bequest under II (C) of Will TO: Gloria Harmon 1,000.00 02/25/97 Cash bequest under II (A) of Will TO: UDDer Bermudian Cemeterv 2,000.00 02/25/97 Cash bequest under II (G) of Will TO: patricia BusseY 1,000.00 02/25/97 Cash bequest under II (B) of Will TO: Sharon JacobY 04/09/97 Cash bequest under II (D) of Will 1,000.00 TO: UDDer Bermudian Church 2.000.00 03/11/97 Cash bequest under II (F) of Will TOTAL DISTRIBUTIONS OF PRINCIPAL TO BENEFICIARIES $ 10,000.00 ============== 307-BBN PLS - 10 - . . RECEIPTS OF INCOME Bonds US Treas. Notes 6.50 due Aua. 2001 02/10/97 Interest $50,000 $ 1,436.46 Certificates of Deoosit Dauohin Deoosit Bank & Trust Co. SVqs. Ctf. 4.75 due Nov. 1998 02/21/97 Interest $20,000 $ 51. 98 03/18/97 Interest $20,000 72.88 04/22/97 Interest $20,000 80.68 OS/20/97 Interest $20,000 79.17 06/19/97 Interest $20,000 80.68 07/22/97 Interest $20,000 78.08 08/21/97 Interest $20,000 80.69 09/22/97 Interest $20,000 80.68 10/17/97 Interest $20,000 80.13 684.97 Dauohin Deoosit Bank Ctf. 4.75 due Jan. 1999 03/07/97 Interest $20,000 $ 20.74 03/26/97 Interest $20,000 72.88 FORWARD $ 93.62 $ 2,121.43 307-8BN PLS - 12 - . . RECEIPTS OF INCOME (cont'dl FORWARD $ 93.62 $ 2,121.43 Certificates of Deposit (cont'dl Dauphin Deposit Bank Ctf. 4.75 due Jan. 1999 - (cont'dl 04/29/97 Interest $20,000 80.69 OS/22/97 Interest $20,000 78.08 06/23/97 Interest $20,000 80.68 07/22/97 Interest $20,000 78.08 08/22/97 Interest $20,000 80.69 09/24/97 Interest $20,000 80.68 10/22/97 Interest $20,000 78.09 650.61 Dauphin Deposit Bank Ctf. 6.50 due Jan. 1998 03/03/97 Interest $20,000 $ 58.36 04/02/97 Interest $20,000 60.55 05/01/97 Interest $20,000 110.41 05/31/97 Interest $20,000 106.85 07/01/97 Interest $20,000 110.41 07/31/97 Interest $20,000 106.85 09/02/97 Interest $20,000 110.41 09/30/97 Interest $20,000 110.50 FORWARD $ 774.34 $ 2,772.04 307-8BN PLS - 13 - t I I . . . Dauphin Deposit Bank Ctf. 6.50 due Jan. 1998 (cont'd) 10/22/97 Interest $20,000 Mellon Bank N.A. Inc. Deo. 3.97 due April 1997 02/10/97 Interest $40,000 02/20/97 Interest $40,000 03/10/97 Interest $40,000 04/08/97 Interest $40,000 05/08/97 Interest $10,000 Mellon Bank N.A. Income Ctf. Dep. 3.97 due Feb. 1997 02/19/97 Interest $10,000 RECEIPTS OF INCOME (cont'd) FORWARD $ 774.34 $ certificates of Deposit (cont'd) Miscellaneous Interest on Income cash balances and other various Short Term Demand Investments 02/05/97 03/05/97 307-8BN PLS FORWARD - 14 - $ $ $ 106.85 7.63 72.02 74.37 82.54 31.40 0.02 4.09 4.11 $ 2,772.04 881.19 267.96 29.42 3,950.61 f . . . . . . . RECEIPTS OF INCOME (cont'dl FORWARD $ 4.11 $ 3,950.61 Miscellaneous (cont'dl I~tere:t on Income cash Short Term blanc s and other various Demand Investments (cont'dl 04/03/97 12.26 05/05/97 19.25 06/04/97 32.38 07/03/97 47.47 08/05/97 60.26 09/04/97 70.91 10/03/97 79.00 11/05/97 92.03 12/03/97 99.65 01/06/98 114.50 02/04/98 123.21 03/04/98 120.49 875.52 Interest on princioal cash balances and other various Short Term Demand Investments 01/06/97 $ 4.20 02/05/97 51. 57 FORWARD $ 55.77 $ 4,826.13 307-8BN PLS - 15 - . I . . . t . . RECEIPTS OF INCOME (cont'dl FORWARD $ 55.77 $ 4,826.13 Miscellaneous (cont'dl Interest on Princioal cash balances and other various Short Term Demand Investments (cont'dl 03/05/97 04/03/97 05/05/97 06/04/97 07/03/97 08/05/97 09/04/97 10/03/97 11/05/97 12/03/97 01/06/98 01/06/98 03/04/98 886.01 1,335.65 1,368.12 1,698.30 1,812.45 1,917.90 1,912.88 1,848.52 2,003.15 2,147.77 2,228.81 2,209.91 1. 977 . 92 $ 28,229.29 23,403.16 FORWARD 307-8BN PLS - 16 - . . . , , I . , RECEIPTS OF INCOME (cont'd) FORWARD $ 28,229.29 Other Cash From Dauohin Deoosit checkina acct. #0038775123 interest after DOD 04/17/97 47.15 From Mellon Bank N.A.. Custodian under Aareement of John Griner. Settlor. dated 12/27/88. Acct. #1l8-3BN 05/19/97 Cash 07/08/97 Cash $ 1,660.90 222.17 1,883.07 From Penn. Svas. Bank Income Ctf. 5.10 due Oct. 1998 interest after DOD 09/02/97 64.97 Interest after DOD re Farmers Trust Co. Svas. Ctf. 4.94 due Feb. 1997 02/24/97 78.51 Mellon Bank Savinas Acct. #180-070-0047 interest after 000 03/07/97 145.64 30,448.63 TOTAL RECEIPTS OF INCOME $ =============== 307-8BN PLS - 17 - . I. . . I . . DISBURSEMENTS OF INCOME FEES AND COMMISSIONS . Mellon Bank. N.A.. comoensation 02/11/97 $ 76.30 03/11/97 70.08 04/09/97 85.94 05/09/97 89.59 06/10/97 99.74 07/09/97 106.58 08/11/97 112.06 09/09/97 116.03 10/08/97 109.97 11/10/97 117.91 12/08/97 112.37 01/09/98 117.17 02/10/98 116.66 03/10/98 104.92 TOTAL DISBURSEMENTS OF INCOME $ 1,435.32 $ 1,435.32 ============== 307-8BN PLS - 18 - . . . .-- .. "'-- . , Inv.nt.'y .f th. ,..1 ond p.'lOn.1 01'.'. .1 Inhn (jrin~r d.c....d. 1. 400 shares Consolidated Natural Gas S21,825.00 Dividend on Item #1 @ .485 to H/OIR 10/15/96 194.00 2. 140 shares Niagra Mohawk Power Company P.FD 3.60% 5,159.58 Dividend on Item #3 @ .90 to H/OIR 11/12196 126.00 5. 30 shares Pennsylvania Power & Light Co. P[p 4.40% 1,897.50 6. 410 shares Pennsylvania Power & Light Co PFD 4.50% 24,292.50 7. S50,OOO USA Treasury Notes Dtd 9/3/96 49,734.50 " 8. Mellon Bank checking account # 182-412-6179 1,346.79 9. Mellon Bank money market savings account #180-070-0047 10,048.17 Accrued interest on item #9 6.47 10. Dauphin Deposit checking account #0038775123 11,463.64 Accll\ed interest on item # I 0 .94 Dauphin Deoosit Bank Ccertificates ofDeoosit: II. $20,000 Ctf. #8000082330 dtd7/9/87 20,000.00 Accrued interest on item # II 28.60 12. $20,000 Ctf. #8100032162 dtd 5/16/94 20,000.00 " Accrued interest on item #12 59.86 13-. $20,000 Ctf#8100303177 dtd 7/19/94 20,000.00 ' Accrued interest on item #13 \ 52.05 14. $20,000 Ctf#8100444323 dtd 10/28/94 20,000.00 Accrued interest on item #14 39.18 - Financial Trust Certificate of Deoosit: IS. $20,000 Ctf. #78643 20,000.00 Accrued interest on item # I 5 48.59 16. $10,000 Ctf. #78644 10,OOO.QO Accrued interest on item # 16 8.10 17. $30,000 Ctf#94478 30,000.00 Accrued interest on item # 17 120.04 18. $40,000 Ctf#78646 40,000.00 Accrued interest on item # 18 12.02 19. $20,000 Ctf#102972 20,000.00 Accrued interest on item # 19 29.69 , . . . , John Griner Inventory. Page Two Mellon Bank. N.A. Certificates of Deposit: 20. $10,000 Ctf. #0-B23201.C 10,000.00 Accrued interest on item #20 26.14 21. $10,000 Ctf. #0-B23203-C 10,000.00 Accrued interest on item #21 27.23 22. $10,000 Ctf. #0-B23208-C 10,000.00 Accrued interest on item #22 23.96 23. $10,000 Ctf. #0-B23209-C 10,000.00 Accrued interest on item #23 23.67 24. $20,000 Ctf#90-062757-C 20,000.00 Accrued interest on item #24 52.57 25. $10,000 Ctf#90-062748-C 10,000.00 Accrued interest on item #25 . 2.18 Meridian Bank Certificates ofDeoosit: 26. $30,000 Ctf. #064063864 30,000.00 Accrued interest on item #26 23.32 27. $10,000 Ctf. #064071701 10,000.00 Accrued interest on item #27 22.85 .-- 28. Mellon Bank. N.A. Custodv Account #1183BN: Principal Cash Balance 19,208.35 Income Cash Balance 7,892.53 Refunds Received for Decedent from: 29. Patriot News , I 33.20 30. Church of God Home 1,646.89 , , 31. Cash found in wallet orDecedent 17.79. . 32. PNC Bank, N.A., Pre-Need Burial Irrevocable Trust Fund 2,058.00 33. Mellon Bank, N.A., Burial Reserve Account #81089005 2.344.69 TOTAL $469,896.59 COMMONWEALTH OF PENNSYLVANIA OFFICE OF ATTORNEY GENERAL June 15, 1998 (c~rPlf MIKE FISHER ATTORNEY GENERAL Charilable Trusls & Organizations Section 15'h Floor, Strawberry Square Harrisburg, Pennsylvania 17120 Telephone: (717) 783.2853 Facsimile: (717) 787.1190 BY FACSIMILE & US MAIL William S. Daniels, Esquire Humer & Daniels 205 Farmers Trust Building One West High Street Carlisle, Pennsylvania 17013 Re: Estate of John Griner, Lale of Cumberland County Orphans' Court Division No. 2196-0991 Dear Mr. Daniels: Receipl is acknowledged of your recenlleller concerning the charitable gifts in the above maller. I reviewed the Account and other materials submitted. On behalf of the Attorney General, as parens patriae for charities, I advise you that this office is without objection to confirmation of the Account as stated. to - ~ o~ 0 c:.<: \D ~ LJ"Yc/!1'lg ~ i3 <J oJ ~ me: e: C",:"( ~a.: Very truly yours, 1:d", W;II',m: ~~ Deputy Allorney General , ~ ~j:.: olI- u8 COMMONWEALTH OF PENNSYLVANIA OFFICE OF ATTORNEY GENERAL June 15, 1998 MIKE FISHER ATTORNEY GENERAL Charitable Trusts and Organizations Section 15'h Floor, Strawberry Square Harrisburg, PA 17120 Telephone: (717) 783-2853 Facsimile: (717) 787-1190 BY FACSIMILE & US MAIL Mary C. Lewis, Register of Wills Cumberland County Court of Common Pleas Orphans' Court Division One Courthouse Squre Carlisle, PA 17013-3387 Re: Estate of John Griner, Late of Cumberland County Orphans' Court Division No. 2196-0991 Dear Ms. Lewis: William S. Daniels, Esquire, attorney for the Estate of John Griner, asked that we fax a copy of the allached leller to you, concerning our review of the Account and other materials submilled in this maller. This letter will confirm that we, on behalf of the Attorney General as parens patriae for charities, advise you that this office is without objection to confirmation of the Account as stated. to -.: '1: Very truly yours, - :q ofl '.: t::..: 0 .' (;!J. ~;;liim' ,,)~, CZ , . ., \D ~ ,:oj (-~ ~ " ut'l " Deputy Attorney General ~. . - " " J. .0 (,)(1) ~ ~~ LRmlg <IJ- _::J U<.:l Enclosure CO......O...W[...L TH or JI("'J.j'S'tLIJ"'~I" O(P...nl"'(~'OJ ~(v[~u[ O[l'f1l0101 .iARRI50UIH1. PA Hll1-010t A(V-1\OO ("-1'-"1 , ,; I' /.; . I I INHERITANCE TAX RETURN RESIDENT DECEDENT (TO BE FILED IN DUPLICATE WITH REGISTER OF WILLS) C-- 1, Ouglnal Rolurn FOR OATES OF OEATH AFTER I2J3MI1 CHECK HERE IF A SPOUSAL POVERTY CREOIT IS CLAIMEO FILE HUMBER 21 1996 COUNTY CODE YEAR DECEDENT'S COMPLETE AODRESS 801 N. lWY.JVER SrnEET C/lRLISlE, PA 17013 C.U<1BERlJIND AMOUNT RECEIVED (SEE INSTRUCTIONS) 0991 NUMBER DECEDENT'S NAME (LAST. FIRST. AND MIDDLE INITIAL) GRINER JOlIN SOCIAL SECURITY NUMBER DATE OF DEATH OECEOENT 174-05-0198 11/08/96 I' Afl L' A L I' URIJIVIN ~p u~l'~ ,.AV[ IlA~ . fiRST AND "'IODl[ Il'IIlflAll ... ... BE SURE TO ANSWER AlL QUESTIONS ON PAGE 2 ANO TO RECHECK MATH" .. n or ponaltios 0 porJury, doclaro thai I havo mCarTllnod thiS roturn, Includmg accompanymg schodulos and slBlomonts, and 10 thO bast 0 my know1odge and boliof, It Is true. cortect and comploto. I declare that all roal oslato has boon roportod at truo markot valuo. Declaratlon of propalor olhof Ihan tho porsonal represontative Is based on alllnlormaUon 01 which proparor has an knowlod o. .{.;rATUREOF PERSON Rl$P<?NSIBl,E ~OR FILING '}[TURN ADDRESS ,; /0 II ('( / / I I \ '. 'I II See Schedule attached SIGNATURE OF PR(PARER OTHER THAN REP~tsENTATlVE ADDRESS P,O. BOX 7899 193-0224 PHlLADELPH~, PA 19101-7899 CHECK APPRO- PRIATE BLOCKS CORRES- POHDENT RECAPIT- ULA TIOH TAX COMPUTA- TIOH PAISOOI DATE OF BIRTH 05/08/1902 SOCIAL SECURITY NUMBER supplomonlal Rolurn :l Romamdor Roturn (tord.luofdulhpI1orlotl-1l.UI o 5. Fadoral Estalo Tax Rolurn Roqulrod o 4. Ul11ltod Estalo o 48. Futuro Inloro!]1 Comp10fT\l50 (lor dalos 01 doalh ahor 12-12-82) ~ 8. Doeodonl Dlod Toslato 0 7. Doeodonl Ma,nlainod a Uvlng Trusl 0 8. Tolal Numbor 01 Solo Doposll eo,os (Anach copy 01 Will) (Anach copy 01 Trusl) AlL CORRESPOHOENCE AHD CONFIDENTIAL TAX IHFORMATION SHOULD BE OIRECTEO TO: NAME OLGA JAKl]I3CWSKA TELEPHONE NUMBER 215-553-2526 I. Real Estale (Schedulo A) ( I ) 2. Slocks and eond. (SchOdulo B) ( 2 ) 3. Closely Held Stock/Partnorship Inlerosl (Sch. C) ( 3 ) 4. Mortgages and Halo. Roeoivable (Schodule 0) ( 4 ) 5. ClISh. Bank Deposits & Miscollanoous Porsonal ( 5 ) Proporty (Schedule E) 8. Jointly Owned Property (Schedulo FJ ( 8 ) 7. Translers (Schedule G) (Schedule L) (7) 8. Tolal Gross Assels (Iotal Unes 1-7) 9. Funeral Expenses, Administrativo Costs, (9) Miscollanoous Exponsos (Schodule H) 10. Debls. Mortgage Uabrlitios. Uons (Schodulo I) (10) II. Tolal Deductions (10101 Unes 8 & 10) 12. Nel Value 01 ESlato (Uno 8111lnus Uno 11) 13. Charitable and Govornmonlal Ooquesls (Schodule J) COMPLETE MAILING ADDRESS MELILN BANK, N. A., EXEOJIDR P.O. BOX 7899 193-0224 PHlLADELPH~, PA 19101-7899 None 103,229,08 None None 366,667.51 None None 469,896.59 (8) 40,771.00 3,413.72 44,184.72 425,711.87 420,711.87 (II) (12) (13) 14. Hel Valuo Sub oello Tax (Uno 12 minus Une 13) 15. Spolls.ITt.nsf.,s(IO' dltlS at duth all., 11-30-94). 5.. Instructlonsta' ApphUbIIPI,clnt.gaonP.ga2.llnctudl v.hlu 110m SChldul. K or SchldLjI. M.) 18. AmounlOI Une 141axablo 016""- 'alo (Include values Irom Schedule K or Schedulo M.) 17. Amount 01 Une14taxablo at 15% rate (Include values Irom Schodule K or Schedule M.l 18. Principal I.. due (Add I.. Irom Unos 15, 16 and 17.) 19. Credits Spou..1 Povlrt., Credit Prior Paymonls Discount Inlorost + 713.00+ 38.00 - 0.00 20. II Une 191s reater Ihan Uno 18. onler Iho d,lIoronce on Uno 20. This is Iho OVERPAYMENT. A. Clte.k he.. II ou Ite re ue.~n a ,ofund 01 our ove a em. 21. It Uno 181s groator than Uno 19, ontor tho difforonco on Uno 21. This Is tho TAX DUE. A. Entor tho Intoros1 on tho balanco duo on Uno 2tA. B. Enler Ihe 10101 01 Une 21 and 21A on Uno 21 B. This I. Iho BALANCE OUE. M.ke Check Po .ble 10: Re I.ter ot Will., A enl (14) 5,000.00 (15) x. . (16) o . 00 x .06 . 0.00 (17) S,OOO.OOX .15 : 750.00 (18) 750.00 (19) (20) 751. 00 1.00 (21) (2IA) (2IB) orAUG r. ~9"7 .' I '1 DATE Cop.,tlght Forms SoH.....II anI.,. In. Nltco.l,..c. N94PAOOl NTFU71 PI. REV-,eoo EX (7'84) Pago 2 Act H48 011994 provldel lor the reduction 01 the tax ratel Impaled on the net value 01 translers to or lor the use 01 the lpause. The rat.. II pr..crlbed by the Itatute will be: . 3% (.03) will be applicable lor ..tate I 01 decedents dying on or alter 7/1/94 and belore 1/1/96 . 2% (.02) will be applicable lor estates 01 decedenta dytng on or alter 1/1/96 and belore 1/1/97 . 1% (.01) will be eppllcable lor estates 01 decedents dyIng on or alter 1/1/97 and belore 1/1/98 . spausaltranslers occurring on or alter 1/1/98 will be exemptlrom Inheritance tax. PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING A CHECK MARK (oJ) IN THE APPROPRIATE BLOCKS. YES NO 1. Old docodont mallo I trlnsfor and: L rolaln lhe use ar Income of Iha proporty translorrod,. . ., .. .. . .. . .. . . . . . .,. . . . . . . . . . . .. . .. . . , . .. . . .. . . . .. .. .. . . . .. ,. . X b. rolaln lhe rlghllo doslgnalo who shall use the proporty trlnsforrod or lis Income,.. . . .. .. . . . . . . . . . . . . . , . .. . . . .. .. .. . . . .. .. . X c. rolaln aroyorslonl/Y Intorosl; ar. . ... . .. .. .. .. .., ... . .., ... . .. ... . . .. . ... . . . . . . . . . . . . . . . . . . .. . . . .. .. .. .. . .. . . ... X d. rocolYolho prorrise for Ino 01 ollher plyments, bononts or caro? .. .. . . . .. .. . .. . . . . .. . . . .. . . . . . . . . . . . .. .. .. .. .. . .. .. .. . X 2. II dOlth occurred on or boforo Oocembor 12, 1982, did docodonl within two yoars procedlng doath transfor proporty without roceiYIng Idoqulto conslclereUOn? II doalh occurrod anor Oocombor 12, 1982, did docodonl translor proporty within ono yoar of doath wllhout recolvlng adoquela consldoraUOn?.. .. . .. . . . , .. . . . .. .. .. . . . . . .. . . . . . .. .. .. . . . . . . . . . . . .. . . .. . . . .. .. .. . . .. .. . . . .. .. . X 3. Old docedontown an 'In trust lo( bank accounlll his or her doalh? .. .. . .. .. .. .. . . . . . . . . . .. . . . . . ... . .. .. .. . . . . .. . .. . ... . X IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES. YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN. PA1SOO2 NTF 8110 Copyrlglll Forml SoU.," Only, H194 Naleo, InCo NgaPA002 'T~ ... . .,.. c .,.'.,:- t . - .' I .f..."" ,'" ~ ~.. ...~ "~'N .:\.1"'.,,',..'.'""....i...,... . .." . "f1"",' ,.., ~J" .. ,... . . ..", . r" ,':l~'" :1' t., '~..,.,..-'i..~..:.;.'ttJ,....,.,.i -.~ ~f,'~;'~'l:'-".."; ~ ,;., ,:~~. "li ' '. ,. _i_,_" ..\.,'1 ~"~. .tt".",,: :,;... .~1l~ 'ii ~,."~ :" , ~'/ 1r..~-r',...1..... . ,J'.;.~ \~.". g~:~'.;l~,....,,;, ~-t.. ~.' ""'~' ... ~tJ' '..'.1 ..r~'1"PI....lfl.. ;~:1.tt': . "'.-It." - .1' . . .'I'~ ";'. . I< ;;st,/I< .~~ ..' ~/t{,., ',I',' \." ". ". ~ . ,. . G Ii , Register of Wills of CUMBERLAND county, pennsylvan! certificate of Grant of Letters Testamentary I' ~ I !I No. 1996-00991 PA No. 2196-0991 ESTATE OF GRINER JOHN (LA::"!', r J.K::"!', MJ.UUI..J:;) Late of CARLISLE BOROUGH l,;UMlll:.KI..ANU l,;UUN'!'Y, Deceased social Security No. 174-05-0198 day of December 1996 an instrume .' WHEREAS, dated April was admitted on the 4th 22nd 1994 to probate as the last will of GRINER JOHN (LA::i'!', r !K::i'!', M!UUI..J:;) 1\ 11 I late of CARLISLE BOROUGH CUMBERLAND County, who died on the 8th day of November 1996 and, WHEREAS, a true copy of the will as probated is annexed hereto. THEREFORE, I, MARY C. LEWIS , Register of Wills in and fo the county of CUMBERLAND in the Commonwealth of Pennsylvania, hereby certify that I have this day granted Letters TESTAMENTARY to MELLON BANK N.A, who ~ duly qualified as Executor(rixl and ~ agreed to administer the estate according to law, all of which fully appears of record in my Office at CUMBERLAND COUNTY COURT HOUSE, CARLISLE, PENNSYLVANIA, IN TESTIMONY WHEREOF, I have hereunto set my hand and affixed the seal of my office the -1!h day of December 1996. .. , I t I f I i '--fYY11 .,i' ,{w0:>~ (J.(I :~ LL U ist-er II **NOTE** ALL NAMES ABOVE APPEAR (LAST, FIRST, MIDDLr.) ~-.~~ I, JOHN GRINER, of the Borough of Carlisle, Cumberland County, PennsYlvania, declare this to be my last will and revoke all wills and codicils which I have previously made, I. I direct that my funeral and burial shall be conducted by the Hoffman-Roth Funeral Home, Inc" of Carlisle, Pennsylvania, according to pre-arrangements and guaranteed funding paid therefor, with interment at the Upper Bermudian Cemetery of Adams County, Pennsylvania, in my family burial lot as already marked between the graves of my mother and grandmother. II, I give and bequeath the following: A, The sum of One Thousand ($1,000) Dollars to my second cousin, Mrs. Maurice (Gloria) Harmon, of Gettysburg, PennSYlvania; B. The sum of One Thousand ($1,000) Dollars to my cousin, Mrs. Steve (Patricia) Bussey, of Gettysburg, PennSYlvania; C. The sum of One Thousand ($1,000) Dollars to my cousin, Alan Jones, of Clarks Summit, PennSYlvania; D. The sum of One Thousand ($1,000) Dollars to my cousin, Sharon Jacoby, of Mechanicsburg, PennSYlvania; E. The sum of One Thousand ($1,000) Dollars to my , friend, Eleanor M. white, of the Borough of Carlisle, Pennsylvania: F. The sum of Two Thousand ($2,000) Dollars to the Upper Bermudian Church of Adams County, Pennsylvania; G. The sum of Two Thousand ($2,000) Dollars to the Upper Bermudian Cemetery Association: and \ H, The sum of One Thousand ($1,000) Dollars to the Cumberland County Historical Society, of Carlisle, Pennsylvania. Should any of the above named beneficiaries predecease me. I direct that their said legacies shall lapse and become a part of my residuary estate. Ill, I give and bequeath the residue of my estate of every nature and wherever situate to the Mellon Bank, N.A. or Its successor, IN PERPETUAL TRUST, in memory of me, for the following uses and purposes: A. To pay the net income therefrom directly to the Carlisle (Pennsylvania) Unit of the Salvation Army or its successor. to be used by said charity solely toward their local expenses and activities. B. Should the principal of this trust be or \ I become too small, in the Trustee's discretion, so as to make " establishment or continuance of the trust inadvisable, the Trustee or my Executor may make immediate distribution of the then remaining principal and any accumulated or undistributed income to the beneficiary as hereinabove provided. IV. I direct that all taxes that may be assessed In consequence of my death, of whatever nature and by whatever jurisdiction imposed, shall be paid from my residuary estate as a part of the expense of the administration of my estate, V. I appoint Mellon Bank N,A. of Carlisle, Pennsylvania. or its successor in business Executor of this my last Will. I \ I , i VI. I direct that my Executor and Trustee or their successors shall not be required to give bond for the faithful performance of their duties in any jurisdiction, IN WITNESS WHEREOF. 1 have hereunto set my hand and "- seal this ;J.}., day of April 1994, ~,J~. JOHN GRINER The preceding instrument, consisting of this and two other typewritten pages identified by the signature of the testator, JOHN GRINER, was on the day and date thereof signed, published and declared by JOHN GRINER, the testator therein named, as and for his last will, in the presence of us, who, at his request. in his presence, and in the presence of each other have subscribed our names a~ witnesses hereto. -frH'.i.:t.:pJ.~/.l-"'''''' iL+86d. (SEAL) r~ If }"c1cwo'v Dr. Or.If(,Je... Pit nod - t~&;;:1~::17tll< I COMMONWEALTH OF PENNSYLVANIA COIJNTY OF CUMBERLAND I, JOHN ORINER, testator whose name is signed to the attached or foregoing instrument, having been duly qualified according to law, do hereby acknowledge that I signed and executed the instrument as my Last Will; that I signed it willingly; and that I signed it as my free and voluntary act for the purposes therein expressed. tf-~v 0~~_, JOHN ORINER Sworn or affirmed to and acknowledged before me, by JOHN ORINER, the testator, this :::<2. <Lday of April, 19224.., /-.J~ / . (;' ~~_;;;>-~l" 4 ~:"-;r-I-_.'- Notary Public NoIIrtlISeII Wbn S. Drills, N*y NlIo CatsIo Ilc:rtl. CUltlor'ard Cani My Cu,,,....... E>;nI Oct 19. 109ll COMMONWEALTH OF PENNSYLVANIA COUNTY OF CUMBERLAND and 51, Ir/t!1 8)(1.(.,1< , the witnesses whose names are signed to the attached or foregoing instrument, being duly qualified according to law, do depose and say that we were present and saw testator JOHN ORINER sign and execute the instrument as his Last Will; that he signed willingly and that he executed it as his free and voluntary act for the purposes therein expressed; that each of us in the hearing and sight of the testator signed the will as witnesses; and that to the best of our knowledge the testator was at that time eighteen or more years of age, of sound mind and under no constraint or undue influence. We, ..jl\,,-,e, lJI.s.t:~ ~~i~ 4j;A~ 8dt"A. Sworn or affirmed to and subscribed to before me by ":'7--1/J/c/ //6'I'SC~ and .J'#/r.u,e:( ~cl'eK. J __, wi tnesses, this ?), .L.-day of Apri l~: :9~\/'. (/ ./ _ /' h~-~9 ,/,~ 7'~~~ Notary Publfe NcU'aI Seal wa.m s. Dor1eb, NolaIy NlIe CWls B= QIrboI1Drd Co.nf My COo.., bA.. ,E>pinls Oct 19. 1998 AlY. nOI U'I'.'" SCHEDULE E CASH, BANK DEPOSITS AND MISCELLANEOUS PERSONAL PROPERTY Pkl890 Print or T 0 . COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIOENT OECEOENT ESTATE OF JOON GRINER All , e olnU -owned wllh the RI ht al Survlvo'lhl ITEM NO, FILE NUMBER 21-1996-0991 mUlt be dllcloud an Schedule F OESCRIPTION VALUE AT OA TE OF DEATH CASH: 1 ~ BANK, N.A. PE:R9:tU>.L ama<m:; Ale 11182 -412 -6179 1,346.79 2 ~ BANK, N.A. M:M:'{ MI\RKEI' SAvm:;s Ale II 180-070-0047 INrn<ESI' ACCRUED 'IO 11/08/96 10,048.17 6.47 3 DAlJFHIN DEroSIT BANK ama<m:; Ale 110038775123 INrn<ESI' ACCRUED 'IO 11/08/96 11,463.64 0.94 CERTIFlCA'IES : 4 IlAl.IffiIN DEroSIT BANK CD 118000082330 INrn<ESI' ACCRUED 'IO 11/08/96 5 DAlJFHIN DEroSIT BANK & 1RUST co CD 118100302162 INrn<ESI' ACCRUED 'IO 11/08/96 6 DAlJFHIN DEroSIT BANK CD 118100303177 INrn<ESI' ACCRUED 'IO 11/08/96 7 DAlJFHIN DEroSIT BANK CD 118100444323 INrn<ESI' ACCRUED 'IO 11/08/96 8 FINANCIAL 1RUST CD 1178643 INrn<ESI' ACCRUED 'IO 11/08/96 9 FINANCIAL 1RUST CD 1178644 20,000,00 28,60 20,000.00 59.86 20,000.00 52,05 20,000,00 39.18 20,000.00 48,59 10,000,00 Tbtal from continuation e(s) PA,SO., NTF ".. TOTAL Also enter on line 5. Roee itulahon (Attach additional 8 HZ' x 1'- shoots" mora spaca i. noodod.) s 233,573,22 366,667.51 Copyright Fo,,", SOftwAf' Only, Iii" N.lCO,'nt. N,..PAOI' MELLON, HBG TRUST DEP 17 231 6509 TO 9-12155530637 P.04~04 AUC-01-97 FRI 09:05 AM REPORTlN:i SERVICES FAX Ill. 610 m 1105 P.02 C...sllltl ~^ll, N A. RepclI1I s.Mut Fe .~7J6 POllolll102 Rta<IhI PJll~~1 1'0 1!5 3361 AU&UJlI. 1997 I eorestat.. Bank Mellon Privall: AsH1 Mal\I&=1II1 10 South S6CODd Street POBox 1010 IWrisbura. PA 17101.1010 Re: Eswe of; John Grillar Da1e of Death: NovtlDw I, 1996 ~ Janet C. Whisner: In respollSfl to yoar letter, please be edvi$Cd 1ha1 the doced~t helel the followilll I<<iOIIIlI (s) cd balanus wi1h CoreS_ 8111k . .f die dllIe of dead!: ACCOUNT DATE DATE PJUNCIPAL ACC'D jYPFJNUMBER ACCOUNT TITI.E OPENED CLOSED BALANCB WI. CD 064063164 Arb<< IIld Co., TMtee 01,03.87 OZ.o6-97 30,000.00 23,]1 320-4064170 10hn Gtillor. Jkaeficiuy Interest paid from OHl1-96 to 11.08-96 $1,343.91 CD 064071701 Albee IIId Co., Trustee 11-22-8$ 11-22,96 10,000.00 22.8S 310-04072007 John GriDer, BonoficWy IDtelWl paid frolll 01.01-96 to 11.08-96 $387.46 1 truIt thlt ~ bavI bten of I.$$istance to YOII in Ibis nutlar. Sincetdy, CORESTATBS BANX, N.A. d./fL/~ Carol M. Smith IN REPLY ReRlllO: REPOR't1NtI8BRVICI!S FC~ PO BOX 11ClQ READINQ, p~ 1lMlO3 111().66&.335S RUG I '97 9:57 6106SS It0S PAGE.00Z ** TOTRL PAGE.004 ** 17 231 6509 TO 9-12155530637 FR MELLON, HBG TRUST DEP P.10/11 D Dauphin ~ Bank em lust C6nlxrrt ~IH O"ICI. '" """'u n~IIT, ""RRISlu~O. ~[HHSYWAHIA 17IOl 117 f>>.N1 Decedent Confirmation NlIIlle: John Griner Social Security No.: 174-05-0198 Date of Death (000): 11/08/9& ~tPb. Typo Oate ~ or 1!lliUed :: 80000a2330 8100302152 8100303177 Certificate of Deposit - -- ---------- ------------- Certificate of D6p0sit Certificate of Deposit 07/09/87 05/115/94 07/19/94 Date Closed or Hstured 01/1&/97 (Closed) --------- --- ----- -- ------ 11/16/98 (Maturity) Date of Death Be 1 ance $20.000.00 Ptl.S Date of Death Accrued Int. $28.150 ---- Joint Owlers (if any) None ---- Date of Joint Owlership ---- ------- ----- -------- ------ 01/19/99 (Maturity) $20.000.00 ----- ------ ------------- $20.000,00 $59.88 $52.05 - ------- - ---- eSEE &lCM t-t:lne ---~--- -- ---- Special CoaIDents: N/A ----- ----------- - 'This acct, W8$ titled: Arbee & Co, OJstOllian For: John Griner -- ----- ---- DIlte Prepared: JlIIY.Jary 27. 1997 Prepared by: Carol)'1'1 A. Berkebile _It 1....1 Inf......tt"" '''liable Al 120.00 per hour. Cne.....r .t~I_. '01"1I 00-02l1-211 (AI!V 7/"> Customer ~t Intol1ll4ticn OePt, (0lI) Pago 1 of 2 Telephone No. (717) 255-2054 p, \1/11 0."..."" Ofl'O", 8.... ""D rOllll cn..,..... H......".c, "'...",."'''''''' P".lI Nu 2 ot 2 Tn Hellon PrIvata As5et H4n4gOO)ont ''''' Ho.e: Jotr1 Griner SSN: 17~198 lXX): l1/OBIllG Acxxx.lt /C). 8100444.:l23 00Ja775123 - - ---- tYPe Certificate of Deposit Checking - - - Dat. ~ or l&sued 10/28/94 10/24/22 ------ - --------- Date ClO6ad or Natured 01/28/98 (MaturIty) - Date of Osath Bal~ t20,OOQ,OO $11 ,4&3,64 ---- -- - PlI..8 Date of Death ~Int. t39.18 '.94 - --- -- Joint Owlera Of My) tSEE BeLeW ~ -- - -- Date of Joint Q!nership - - ----- --- .This ~ct. titled: ------ Arbee & Co. Trustee In AQreetllBnt for John GrIner ---~ -- ----- - ---- P8Ci_l r.. ents: N/A AOclltl...., Int_ti"" ."110111. .t 120.00 tier........ Qow hour .10,_. Dat. Prepared: J4MUNy 27. 1997 Prepared by: Carolyn A, Berkebi Ie QJstOlller ~t Infol1llatlon Oept, (Of1) Tel~ ~, (717) 255-2054 ** TOTAL PAGE.BII ** JU~ 30'97 8130 FR ME~~OH. HOG TRUST DEP 17 231 6509 TO 9-12155530637 P.02107 FlNANOALD ThUST- 1u1y 25, 1997 MeIIOII Private Asset Management P.O. Box 1010 Harrisburg. PA 17108-1010 Ann: Janet C. Whisner This letter is in response to your faxed request for information on the following cet1ificates of deposit The value as of 11/8/96 was: W 178643 I 78644 '94478 ; 78646 ; 102972 YaW $20,048.59 $10,008.10 $30,120.04 $40,012.02 $20,029.69 ~y All of the c;ertificates are registered to Arbee & Co. Sincerely, ~~ Doris Goodhart CDIIM dept. 100 Frtderidc $l . Hano~ PA 17331 · (l17) 632-1700 .. (OO'3'Jlld ~!Ol .. dl~h .. s .. s WI .. on on 0 .. 0 on . . . . . . . .. 0 on .. .. ... .. .. .. .. .. .. .. .. .. .. PI PI ... PI .. .. r .. II!! ~ ... .. .. ~ .. .. .. :. . .. .. .. .. .. .. 1I'~~ . . . . . . . . .. ... .. .. .. ... .. to ... ... .. ... .. .. .. .. 0 on · ~ 3 .. 0 .. 0 0 .. 0 .. .. r. ..1 . . . . ,; ,; . . .. .. .. .. .. .. .. ... .. .. .. ... .. .. to =~1Jr gal ...... ".1 ). ~lu 1IIIi ~ -: "~1 lj~s .. .. .. ... .. .. t.c a" ... .. .. .. .. .. if: & , . . . . ... 0 .. .. .. ... .. .. .. .. .. on . I I I 19 :l laal II:;; ,....... """"'--" '-.... .. .. 8 .. 8 .. g 0 .. .. .. 0 0 . . . . . , , , .. .. 0 g 0 0 0 0 ... .. .. .. .. .. 0 " 0 ... .. .. 0 .. 0 ~ ~.. . . . . . . . . . i" e 0 .. 0 0 0 .. 0 0 .. .. ... ... .. ... .. u u:s 16 ...... ...~"'II ........... i ..... .. .. ' ~ u u u U U U ..... ... ... ... ... ... .. ullU ~!11! ... .. 2~1I..~ .. .. .. .. & 0 010"'0.. .. .. eo eo ... .,. .. II I I . , , I I I I I , I ... ... ... '" .. .. .. '" .. .. ~ .. .. .. 0 .. .. , I I I I I I gllOU" .. .. .. .. .. '" ... .. -.0104.&0 ... ... 0 0 0 .. 0 0 .. 0 ... " " a a " ~ ~. .t.. . - . :r I . .. .. !!Jt! 8= . 0 to au I .. ... .,.. ..... ~ fi " 'I !J~iS I I I I ~! I " ... .. 0 Ji &..... ~ .. .cO) .. . .. .,.c .. .. ... ...0&11 ... .. U u I 0..".... 8 .. "( ~ "( U I I .~"Il2! ... .. I .. .. I I I .. .. ... .. '" 6..... 0 .. 0 .. .. 0 .. .. .. ... ... .. .. .. .. .. ; .. ,. ... PI ... .. .. ... I I I , I , .. .. .. .. 0 .. 0 ... .. .. .. II I I .. . .. .. I I I I 0 0 a~~l.'!li! .. ... 0 0 0 0 .. ... C0/t0'd G0S9ICZ~I~16 01 ~1L9 (SS SIZ SdO '1~13~ ~'IHd ~~ ~0:11 Lb.SZ 1nr rebrJ~ry 15, 1994 Mr. John Griner c/o Church of Cod Home 801 North Hanover street Carlisle, PA 17013 Re: Pennsvlvdnia Funeral TrJst Individual TrJst Instrmnent Rre~~oed ~_-ust Aqreeaont - , , Dear Mr. Criner: PNC Bank, N.A. has received and accepted the Individual Trust Instrument under the Pro-Need Trust AgreBlllent for John Griner, Account 17548. This Irrevocable Trust funded with $2,059.00, is a participant in the Kaster Pre-Need Trust of Hoffman-Roth Funeral Ho~e. Enclosed please find. a copy of the executed Individual Trust Instrument for your records, You'vil~'r.ceive an annual statement for the twelve :aontb:.pedod"endil\9' o.cember 31st. .:..;........ :.. 7~'. ("\.' Xf'you:blilVe any questions, please consult loIith your funeral director. Very truly yours, ~~e>+ K. Xer.neth Baylor Pennsylvania Funeral Trust Administrator Enclosure ce: Hr. .Willie Hottman.. Hotfman~Roth runeral Home ':If ,:219 ,If.' ~Banov.r Street'. t:a1:1illle, ':PA',1701:J. .,'. ':. ... ....,. ,'.. " . . . '" .... , . '. , Mw#d by Pl:NNSYIYANlA fl!SERAL OIRa'rollS ASSOCIATION 7H1 A1IcnlooIn BoulMtd, Harrllbwg. PA 17112 'ilqlIlooe 8001692-6068 . . A[V-Ull(ltl'-UI CO"''-'O~W[AL'H Of r(~~S"LVANIA 1~lllAI'ANCt ,..... Al 'URN RUIDl~' DlClCEN' SCHEDULE H FUNERAL EXPENSES, ADMINISTRATIVE COSTS AND MISCELLANEOUS EXPENSES Pl.... Prlnl ar Tvp. FILE NUMBER 21-1996-0991 ESTATE OF JaW mINER ITEM NO. A. Fun...1 Expen..., OESCRIPTION AMOUNT 1 HJFFMAN-ROffi FUNERAL HeME - FUNERAL SERVICES $4,897. lESS: VA BENEFITS $ 100.00 FRA'lERNAL ORDER OF roLICE 250.00 4,547.00 B. AdmlnlslraUy. Coala: 1. Po<sonal Ropr..enlatiyo Camrr/sslon. 20,620.00 Social Security Numbor 01 Porsonal RoproSllnlaliya: 25-0659306 You Camrr/ssions paid Name: ME:I.lm BANK, N .A. 2. Anornoy Fees 15,000.00 Name: HU>1ER & DANIELS 3. Farrily exemption 0.00 Oalmanl Rolationshlp Addr... 01 Oalman' .1 docodent's doalh Stroot Addross City Slalo Zip Cado 4, Probata Fees 0.00 C. Mlscellan.ous Exp.nses: 1 REl3ISIER OF WILlS, cu.lBERI1\ND (0" PA 399,00 PROBA'IE OF WILL AND GRANI'IN3 IErrERS TE'Sl'lIMENTARy $ 340.00 SHJRT CERI'IFIC1ITES 54.00 JUDICIAL Cl:'MPUl'E:R PR03RAM 5.00 2 ADVERl'ISIN3 lEI'IERS TE'SI7\MENI7\Ry 135.07 aM3EmAND LAW JaJRNAL $ 60.00 . '!HE SENI'INEL IB3AL 75.07 3 VITAL smTIsrrCS - DFATH CERI'IFIC1ITES 15,00 4 BROKERAGE o::M>1ISSICNS RE-SALE OF FSm'IE SEOJRITIFS 54.93 TOTAL (Also enlor on line 9. Rocap'tulation) S (If more space Is needed, Insert addlUonal sheets of same sire.) 40,771.00 PA15111 NTF "" COPyrtght Form. SoU....." Only, UIU N.h:o, Ine. N94PAl11 , "lV.""U.lII1J) CO"''''ONW[AL Ttt OJ' P[NNSVLVANIA INH[RUANCl ToU n(TuRN R[!1I0[NT OlClO[NT SCHEDULE I DEBTS OF DECEDENT, MORTGAGE LIABILITIES AND LIENS Pl.... Prfnt Of IFILE NUMBER 21-1996-0991 ESTATE OF JOON mINER ITEM NO. OESCRIPTION AMOUNT 1 MEDIQ-M:lBILE X-RAY - IWANCE IlJE 2 'rnREE SPRIN:;S FAMILY PRACl'ICE 26.09 173.29 3 'IllE OlUROI OF OOD H:ME, me: - rooIA'IRIsr SERVICES 8.83 4 UNIVERSI'lY RNSICIAN - SERVICES 5 OR'IH)PEDIC SURGERY OF CARLISlE 6 EMERAI.D mu; BILLOO DEFT 7 CARLISlE PA'IH:)LOJ'i AS9XIATICN 8 BELVEDERE MEDIC7lL CORP 9 ~ EMERGENCY PHYSICIANS 10 BRCCKIE MEDICAL SUPPLY 11 CARLISlE IalPI'l1IL SERVICES 5,22 267,72 50,00 11. 06 28,34 5,90 40,21 32.06 12 INIERNAL RE\IENUE SERVICE - IWANCE 1996 LIFE PERIOD INO.:ME TI\X 2,419,00 13 PA DEFT OF RE\IENUE - IWANCE 1996 LIFE PERIOD l:NCO>1E TI\X 346.00 PA15121 NTF211a TOTAL Also onlor an Uno 10. Roc ltulallon (II moro apace Is neodod, InSOf1 addllloneJ shools 01 sarno size,) s 3,413,72 CopyrIght Fotms Softw.,. 0."",1111. N.leo,'nc. NlI4PAt21 -- .--- . ". .. lnyenlO'Y althe real and plllOnal utate af Inhn (jrin~r decea ud. '.)f. \\ \ 1. 400 sharcs Consolidatcd Natural Gas S21,825.oo , Dividend on Item #1 @ .485 to H10/R 10/15/96 194.00 2. 140 sharcs Niagra Mohawk power Company PfD 3.60% 5,159,58 Dividend on Item #3 @ .90 to H101R 11112/96 126.00 5. 30 shares Pcnnsylvania power & Light Co, pFp 4.40% 1,897.50 ,. . 6. 410 sharcs Pcnnsylvania power & Light Co PFD 4.50% 24,292.50 7. S50,OOO USA Trcasury Notes Dtd 9/3/96 49.734.50 " 8. Mellon Bank checking account # 182-412.6179 1,346.79 9. Mellon Bank money market savings account #180-070-0047 10,048.17 Accrucd interest on item #9 6.47 I 10. Dauphin Deposit chccking account #0038775123 11,463.64 Accrued intercst on item # I 0 .94 1 Dauohin Deposit Bank Ccertificates ofDeoosit: I Ii " II. S20,OOO Ctf. #8000082330 dtd 7/9/87 20,000.00 i i Accrucd interest on item # II 28.60 'i 12. S20,OOO Ctf. #8100032162 dtd 5/16/94 20,000.00 1 i Accrued intercst on item # 12 59.86 \ 13. S20,OOO Ctf#8100303177 dtd 7/19/94 20,000.00 Accrued intercst on itcm # 13 52.05 i: 14. S20,OOO Ctf#8100444323 dtd 10/28/94 20,000.00 Accrucd interest on item #14 39.18 , " - Financial Trust Certificate of Deoosit: 15. S20,OOO Ctf. #78643 20,000.00 Accrued interest on item # I 5 48.59 16. SIO,OOO Ctf. #78644 10,000.00 Accrued interest on item # 16 8.10 17. S30,OOO Ctf#94478 30,000.00 Accrued intercst on item # 17 120.D4 18. S40,OOO Ctf#78646 40,000.00 Accrued interest on item # 18 12.02 19. $20,000 Ctf#102972 20,000.00 Accrued interest on item # 19 29.69 r - COMMONWEALTH OF PENNSYLVANIA , COUNTY OF CUMBERLAND i 8 hnf?'l~ 00, ~A-R(\"fl I A,qr,r. V,'re. Pf"""'J-&w:t) ~Ul:1 rJ.A. being duly ~IJjllrt1 according to I.w, depolol and I.Y' thaI ha all,0 Fy<"'t'-Il,-ro-lZ... 01 tho E.lele 01 0o+-lk) c,R,"l\leR.. 10 Ie 01 ~1\r' I's/~ f?IDral~~t.,.... . Cumb.,land Counly, Po., decea.ed and Ihat the within is on in..nto,y modo by .....fr:kJ lr1J 8A~K I I\l. i\ . , the .aid t: lCl!?(l.....~ 01 tho entira a.lata 01 ..id decodent, con listing 01 .11 the persanal p,operly and ,e. I ellate, excepl real estale outside the Commonweallh 01 Penn.ylvania, and th.t Ihe figural oppo.ito each ilem 01 the Inyenlary rep,e.ent it'. f.ir yalue a. 01 tho dala 01 decedent'. dealh, II: Ie !J~I (j 19 qo:{ MelloN ~tl'-ll< I N. f'I . ~ ~h7~' 1, M , IS I~O~'''OO' ' ...'dm;nhtro'o. P.o. &rv fOIf'! 4.JI.,.p. s.., 0 Ihl ~ulrr - YJ{Z1ltlf .nd sub.cribed before me, -Hac fl:<'~ I P.4 1':(10(3-/0/0 Addr... Dole of Death '&~ Oey i\flllre_f\.\~r Month Lqqft, Yu, INSTRUCTIONS I. An inyenlory must be filed within three months .Iler appointment 01 personal ,ep,e..nhtive, 2. A supplement inventory must ba filed within thirty days of discovery 01 addition.1 a..ets, 3. Additional sheets may be attached a. to personalty or realty 4. See ArticlalV, Fiduciaries Act of 1949. cs ~ ~ .,; w .. ~ I ~ S .. w .. ... u 0 III '2 .. .. 0 w w C '" >0 J: << - .. .. I- ... L1. .; 0.. C Z I- ..J <lC ~ L1. ..J < 0 0.. 0 W 0 < w c.9 ,;. = > Z << - < Z 0 c C " - III Z 2 0 0 << U Z w < J: .... ... "U h c ~ .. -;: 0 .. .., oX .. e "U - ..! 0 .. " 0 ..J U u: co " " John Grincr Invcntory - Pagc Two Mcllon Bank. N.A. Ccrtificatcs ofD~1!QSil.; 20. SIO,OOO Ctf. #0-B23201-C 10,000.00 Accrued intcrest on item #20 26.14 21. SIO,OOO Ctf. 110-B23203-C 10,000.00 Accrued intercst on item #21 27.23 22, SIO,OOO Ctf. #0-B23208-C 10,000.00 Accrued intcrest on itcm #22 23.96 23. SIO,OOO Ctf. #0-B23209-C 10,000.00 Accrued intcrcst on item #23 23.67 24. S20,OOO Ctf#90-062757-C 20,000,00 Accrued interest on item #24 52.57 25. SIO,OOO Ctf#90-062748-C 10,000.00 Accrued interest on item #25 2.18 Meridian Bank Certificates of Deposit: 26. S30,OOO Ctf. #064063864 30,000,00 Accrued interest on item #26 23.32 27, SlO,OOOCtf, #064071701 10,000,00 Accrued interest on item #27 22.85 28. Mellon Bank, N,A. Custodv Account #1183BN: Principal Cash Balance 19,208.35 Income Cash Balance 7,892.53 Refunds Received for Decedent from: 29. Patriot News 33.20 30, Church of God Home 1,646,89 31. Cash found in wallet of Decedent 17.79 32. PNC Bank, N.A., Pre-Need Burial Irrevocable Trust Fund 2,058.00 33. Mellon Bank, N.A., Burial Reserve Account #81089005 2.344.69 TOTAL $469,896.59 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE / ~f~ /C/S -/ BUREAU OF INDIVIDUAL TAXES IHltUHIAHCl lAIt DiviSION DIP'. ;'IIObOI IIAUJlISI\IlIlG. "" 111;8 OhOI NOTICE DF INIlERlTANCE TAX APPRAISlH[NT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX DATE ESTATE OF DATE OF DEATM FILE NUMBER COUNTY ACN 12-0t-97 GR illER 11-08-96 21 96-0991 CUMBERlAtm 101 OLGA JAKUBOWSKA MEllON 8ANK NA PO BOX 7899 PHILA PA 19101 t=...c:o~_=----~"O~~_t R.",l t hd I '- . , ..- \b-'m~." fl ~f)':~ ~~ '.(~'\! .t. _'4 .'~r' . '"..hll1''' l,t.,,, JOliN MAKE CHECK PAYABLE AND REHIT PAYHENT TO: REGISTER OF WIllS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~ iiiv: iS4"i" EiCA j: p- niif:9'ri - Nor-ic E--OF- i"NH Eiii;: AiicE-"-A' iC"APPRiiis EMENT',--A [LOW AN'CE -iili'- - -. --- -. - - - - - - -- DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF GRINER JOHN FILE NO. 21 96-0991 ACN 101 DATE 12-01-97 TAX RETURN WAS: I X I ACCEPTED AS FILED RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN 8ASED ON: ORIGINAL RETURN 1. R..I Est.t. (Schadula A) 2. Stacks and Bonds (Schedule 8J 3. Closely Held stock/Partnership Interest (Schedule C) 4. Hortg.ges/Note. Receivable (Schedule OJ S. Cash/Sank Deposits/Hisc. Personal Property (Schedule E) 6. Jointly Owned Property (Schedule F) 7. Transfers (Schedule G) 8. Totel Assets CHANGED III (21 131 (41 ISI 1&1 171 ,00 103,229.08 .00 .00 366.667.51 .00 ,00 181 APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funeral E~penle./Ada. Costs/Hisc. E~penses (Schedule H) 10. Debts/Hortgage Liabilities/Liens (Schedule IJ 11. Total Deductions 12. Het Value of Tax Return 13. Charltable/Governasntal aequests; Non.elected ql13 Trusts (Schedule J) 14. H.t V.lue of E.t.t. Subject to Tax If an assessment was issued previously, lines 14, 15 and/or 16, 17 and 18 will reflect figures that include the total of ALL returns assessed to date, ASSESSMENT OF TAX: IS. Anount of LIne 14 16. AMount of Line 14 17. Anount of LIn. 14 18. PrIncipal Tax Due NOTE: at Spousal rat. taxable .t Lineal/Class A rate taxable .t Collateral/Class a rate TAX CREDITS: PAYMENT DATE 01-29-97 RECEIPT NUHBER AA185128 DISCOUNT I-I INTEREST/PEN PAID I-I 37.50 40,771.00 3,413.72 1111 1121 1151 1141 191 1101 llSI 11&1 1171 ,00 X' 00= .00 X .06= 5,000.00 X .15= 1181 NOTE: To insure proper credit to your account, subnit the upper portion of this fora with your tax payment. 469,896.59 44 .184 n 425,711.87 420,711.87 5,000.00 ,00 .00 750.00 750.00 750.50 .50CR .00 .50CR . IF PAID AFTER DATE INDICATED, SEE REVERSE FDR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS LESS TNAN $1, NO PAYMENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CRI, YOU MAY BE DUE A REFUND. SEE REVERSE SlOE OF THIS FORM FDR INSTRUCTIDNS,I AMOUNT PAID 713.00 TOTAL TAX CREDIT BALANCE OF TAX DUE INTEREST AND PEN, TOTAL DUE RESERVATION: E.t.ta. of dec.d.nt. dylnO an or b.far. o.c..ber 12. 19a1 ~. If any future Int.ra.t In the ..t.ta I. tran.f.rr.d In pa.....lan ar .nJay..nt to Cia.' B Icoll.t.ral) b.n.flclarl.. of the d.c.dlnt after tha .~plratlon of any .,tat. far llf. or for y..r., the Co.aonw..lth her.by .xpra.slY re..rv.' the right to apprals. and a,.a.. tran.f.r Inharltanc. T..e. at the l.wful Cia.. a (coll.t.ral) rata on any .uch futurl Int.ra.t. PURPOSE Of NOTICE! To fulfill the r.qulr...nt. of Section 2140 of the Inh.rltancl and E.tat. lax Act, Act 21 of 1995. (71 P.S. s.ctlon 9140). ,; I PAV"ENT: Detach thl top portion of thl. Not Ie. and 'ub.lt with Vour pav.ent to the Rlgl.tlr of Will. prlnt.d on thl rlver.1 ,Id.. ..H..... chuk or .on.y order payable to: REGISTER OF' MILLS, AGENT REFUND ICR)1 A r.fund of a tax cr.dlt, which wa. not raqu..ted on the Ta. A.turn, .ay b. r.qu..t.d by coaplltlng an MAppllcatlon for Alfund of Plnn.ylvanla Inhlrltance and [.tate 'ax" IAEV~UU). Application, arl avall.bll at the Office of tha Aeglst.r of wlIh, any of the 21 AavenuI District Off Ie... or by calling thl .peclal 24.hour an.warlng .arvlca nu.bar. for for.. ardarlngl In Pann,Ylvanla l.eOO.!62~Z050, out.ld. Pann.ylvanla and within local Harrl.burg area (111) 781.8094, lLo' (117) 172~2252 IH..rlno I.palrad OnlY). OIJECTIDNSt Any party In Inter..t not .atl.fl.d with tha appral,a..nt, allowanc. or dl.allowanc. of d.ductlon.. or a..a....nt of tax (Including dl.count or Int.r..t) a. .hown on thl. Notice au.t obj.ct within .I.ty (60) day' of r.calpt of thls Notlea bYI ..wrltt.n prot..t to the PA o.part..nt of A.v.nu., Bo.rd of App.al., napt. ZaIDZI, Harrl.burg, PA 1112a.1021, OR ...Iectlon to ha". the aattar dat.ralnad at audit of tha account of tha par.onal npra..nt.Uv.. OR ~.app..1 to the Orphan.' Court. ADMIN ISTAATlVE CQAAECTlOHSt F.ctu.l .rror. dl.cov.r.d on thl' ........nt .hould b. .ddr....d In writing tal Pi C.part..nt of AIV.nul, aurlau of Indlvldu.l TaXI', Al1NI Pa.t A.......nt A.vl.w Unit. C.pt. za060l, Harrl.burg, PA 11118.0601 Phon. (117) 787.6505. 5.. pag. 5 of the boo"'l.t "In.tructlon. for Inh.rlt.ncl Tax A.turn for. A..ld.nt C.ced.ntM (AEV.1501) for .n ..plan.Uon of .delnlstr.tlv.lY corr.ctabl. .rrors. DISCOUNT t If any tex due I. p.ld within thr.. (}) cal.ndar .onth. aft.r the d.c.dant'. d.ath, a flv. p.rc.nt (S~J dl.count of the t.x paid I. allow.d. PENAL TV l Th. 15~ ta. a~..ty non.partlclpatlon p.nalty I. cOMPut.d on the total of the tax and Int.r..t a..e...d, and not paid b.for. Janu.ry 18, 1"6. the flrst day afhr the .nd of the tu ..nllty p.rlod. This non.partlclpatlon p.nalty Is .ppealabl. In the .a.. a.nn.r and In the the .... tl.. p.rlod a. you would app.el the t.x and Inter..t that ha. b..n .......d a. Indlcatad on thl. notic.. INTEAESTt Int.ra.t I. ch.rg.d b.glnnlng with flr.t dBY of delinquency, or nln. (9) .onth. and on. (1) day fro. the data of d..th, to the data of pav..nt. 'axa. which b.ca.. d.llnqu.nt bafor. J.nu.ry I, 1982 b..r Int.r..t at the rat. of .1_ (6~J perc.nt p.r annu. calcul.t.d at . dailY rat. of .00016~. All tax.. whlch b.ca.. d.llnqu.nt an and aft.r Janulry 1. 1982 will b.ar Int.r..t It a rate which will v.ry froe cal.nd.r Ylar to calendar y..r with that rat. announc.d by the PA C.p.rte.nt of Rav.nue. Th. app1lcabl. Int.re.t rat.. for 1982 through 1997 ar.1 '!!.!!r In..r..t Aa" Dallv lntarllt Fftctor !!!! Int.r..t Aat. Dally lnt.r..t Fftctor 19a2 zax .0005~8 1987 'X .000247 1,e! lOX .0004S8 1'88.19'1 lIX .000301 1'84 IU .000501 1'92 'X .Oa02~7 IUS U~ .000156 1991.199~ 'X .0001'2 1986 lOX .OOOZ7~ 19'5.1997 .X .000Z47 "Inter..t Is ulculat.d .. follow, I INTEREST . BALANCE DF TAX UNPAID X NUNBER DF DAYS DELINQUENT X DAILY INTEREST FACTDR ..Any Notlc. I,.u.d aft.r the taM b.co... d.1Inqu.nt wlll r.fl.ct an Int.r..t c.lculatlon to flft..n (IS) day. b.yond the d.t. of the ........nt. If pay..nt l. .ad. .ft.r the Int.r..t co.put.tlon data shown on thl Notlc., additional Int.r..t au.t b. calcul.tad. STATUS REPORT UNDER RULE 6,12 ..-. G~,~ Name of Decedent: \.lolll.l Date of Death: IJ-~-%~ Will No. /'tqc. -ooqqJ Admin. No, Pursuant to Rule 6.12 of the Supreme Court Orphans' Court Rules, I report the following with respect to completion of the administration of the above-captioned estate: 1, State w~her administration of the estate is complete: Yes v'-- -No 2, I f 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 perso~ representative file a final account with the Court? Yes ~-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 d. Copies of receipts, releases, joinders and approvals of formal or informal accounts may be filed with the Cerk of the Orphans' Court and may b att hed~'i If.~:t, Date: &ct 13 } 119'1 VJ1.. A1/f9 5H-A1{ON f\\. G~I;' ~ Name (Please type or pri~t) p. t) (b,V./IJID, ~~/Id. Address ' -U/7108 flit) 7?O ---;3 Olio Tel. No. / Capacity: ~ Personal Representative Counsel for personal representative (MAH: rmf/ AM3)