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HomeMy WebLinkAbout01-0611In the Court of Common Pleas of Cumberland County, Pennsylvania Orphan's Court Division PETITION FOR GRANT OF LETTERS Estate of Dale Emerson Myers Sr No. ~ ~` 6 ~ ~ ~ ~~ also known as Deceased Social Security No.201160457 Dale Emerson Mvers Jr.and David Eugene Mvers Petitioner(s), who is/are t 8 years of age or older, apply)ies) for (COMPLETE "A" OR "B" BELOW:) A. Probate and Grant of Letters and aver that Petitioner(s) is/are the execut ors named in the Last Will of the Decedent, dated 8/6/92 and codicil(s) dated None The decedant's spouse named as Executrix predeceased him State relevant circumstances, e.g., renunciation, death of executor, etc Except as follows, Decedent did not marry, was not divorced and did not have a child born or adopted after execution of the documents offered for probate; was not the victim of a killing and was never adjudicated incapacitated: B. Grant of Letters of Administration (c.t.a., d.b.n.c.t.a.: pendente life, durante absentia; durante minoritate) Petitioner(s) after a proper search has/have ascertained the Decedent left no Will and was survived by the following spouse (if any) and heirs: Decedent was domiciled at death in Cumberland County, Pennsylvania, with his/her last family or principal residence at 107 South Queen Street (list street, number and municipality) Decedent, then 73 years of age, died June 7 , 2001 , at Shippensburg Borough, Cumberland County, Pa. (Location) Decedent at death owned property with estimated values as follows: (if domiciled in PA All personal property ......................................... $ 2,000.00 (if not domiciled in PA Personal property in Pennsylvania ................. (if not domiciled in PA Personal property in County .............................. $ Value of real estate in Pennsylvania ........................................................................................ $ 80,000.00 Total ..................................................................................................................... $ 82,000.00 Real Estate situated as follows: 107 South Queen Street Shippensburg, Pa and Mt. ground in Franklin County, Pa. Wherefore, Petitioner(s) respectfully request(s) the probate of the Last Will and Codicil(s) presented with this Petition and the grant of letters in the appropriate form to the undersigned: Signature Typed or printed name and residence Dale Emerson M ers Jr. 102 Marco Circle Shb Pa. 17257 tit, i David Eu ene M ers 2814A FCE Mc uire NJ. 08641 RW-1 ~fO ~' ~ S`Q'~ (COMPLETE IN ALL CASES:) Attach additional sheets if necessary. Oath of Personal Representative Commonwealth of Pennsylvania COUnty Of Cumberland 21-01-611 The Petitioner(s) above-named swear(s) and affirm(s) that the statements in the foregoing Petition are true and correct to the best of the knowledge and belief of Petitioner(s) and that, as personal representative(s) of the Decedent, Petitioner(s) will well and truly administ the estate according to law. Sworn to and affirmed and subscribed ~ ~~~~ N-"""'"'~ - d before me this ~ ~ day of June . O Reg~ter of Wills DECREE OF REGISTER Estate of Dale Emerson Myers Sr Deceased No. 21-01-611 also known as Social Security No: 201160457 Date of Death: 6/7/01 AND NOW, June 28, 2001 , in consideration of the Petition on the reverse side hereon, satisfactory proof having been presented before me, IT IS DECREED that Letters ~ Testamentary ^ of Administration ((c.t.a., d.b.n.c.t.; pendente life; durante absentia; durante minoriate) are hereby granted to Dale Emerson Myers Jr. and David Eugene Myers in the above estate and that the instrument(s), if any, dated August 6, 1992 described in the Petition be admitted to probate and filed of record as the Last Will of Decedent. FEES Letters ............................. Short Certificates(s) .....4. Renunciation ................... Extra Pages ( 4) ........ I.T. R....... JCP Fee Inventory Other ..... TOTAL $ 200.00 yYXI ~~/~ ,~Q1,dG4 ~ L~ Q ~..~~?~~ ~ ~~~~-.~~ Register of Wills $ i .nn $ 12.00 ...... $ .... $ 5.00 ..... $ ..... $ .._........$ 229.00 Signature Attorney: H. Anthony Adams I.D. No: 25502 Address: 128 East Kinq Street Shippensburq Pa 17257 Telephone: 717-532-3270 DATE FILED: JUNE 28. 2001 PUT IN ATTORNEYS FILE IN PROTONOTARY, JUNE 28, 2001 "NOWINJURV (%:(:UnItl.D COMRIIETgNOF CAUSE OF DEAPM Nelunl ~ ~ NeeulM ^ "' h, ~ ~ PbdlylmselgeEm ^ YYa Q No [~ AxWenM EI q, ^ No~ . ~~ ~ ~~~~ ^ 4YIbp IW~NIrm11,.4nn se. , etnel, NCloly,aMle gNlSlren. Cey ,Stele) 7Ea EEb. h. 7Ew ~~•~.r~O"n°i~a~N Rl reb nl « N q l q .a n tEO.,..ma.M..+l«r..ID..rtirrnDra.blbDmart.neaa+roMw+»nas) DEb w.,RI, DIUwbMR Mf•eeeYn..IMbnb owM~phllrwbbrNMML ................. •• •••• .•••••••.•••••.. •.•• ^ Coroner •PEb110Y41/0 AND CaTIR~E~YMCIwPhYFGen Doln PTS+no~M'Ar1 YKICbb/11Eboe1rM4eed l E DAZE D(MmM. Dev. veer) s rw.IwE.,.r...~~w.wwM.Mn.,ew..rrew.e.ra.a....y.~.r...r...+w.a ......................... C7 June 8 2001 " NA OF YY,I000MPLETEDCAUSE OF DEATH 'ryEDIeKIa~LffaNOVCaaela. DeM.wY.el.arnlnMlaeww!`rMlw~Nen, In Ryr gMnl~q,ww.bMrOb/pDE,W.rla fie., rl/!w (D E».wwN.~.ntl (Item 17) Type or Wbl i h qq ~3C5a~1 L Nor~is~ Cgu . LAST WILL A1iD TESTAI~NT OF DALE EI~E3ON IdYEH3 . 3R . 21-01-611 I, DALE EMERSON MYERS, SR., Social Security Number 201-16-0457, of the state of Pennsylvania, declare that this is my LAST WILL AND TESTAMENT and I revoke all other wills and codicils previously made by me. FIRST: I appoint my Wife, CLARA FRANCES MYERS, as my Personal Representative concerning this Will. If she is unable or fails to serve, I then appoint DALE EMERSON MYERS, JR. and DAVID EUQENE MYERS to serve as my Joint Personal Representatives. a. I request that my Personal Representative be permitted to serve without bond or surety thereon and without the intervention of any court, except as required by law. I direct that my Personal Representative act in unsupervised administration so as to administer my estate with a minimum of court supervision. If it becomes necessary to have ancillary administration of my estate in any jurisdiction where my Personal Representative is unable or does not desire to qualify as ancillary legal representative, I appoint as such ancillary legal representative such individual or corporation as my Personal Representative shall designate, in writing. b. I direct my Personal Representative to pay the expenses of my last illness, the expenses of a funeral appropriate to my station in life and custom of living (including a suitable monument or marker for my grave), and written charitable pledges which I have made. I grant my Personal Representative the power to extend or renew any debt for such time as my Personal Representative shall deem appropriate. c. All estate, inheritance, succession and other death taxes with respect to all property passing under this my Will shall be paid from and borne by the principal of my residuary estate, without regard to reimbursement, as if such taxes were administration expenses. My Personal Representative may pay such taxes at any time deemed advisable, whether or not then due and payable. d. My Personal Representative is requested to settle my estate as soon after my death as may be practicable, and to pay or deliver every legacy or bequest to my beneficiaries without waiting any time that may be believed to be customary in probate matters. F ACHE 1 ~,~~~__________~~Yr~ ~h- OF FOUR PAC1rES _ y~~- --- ------- e. I have served in the Armed Forces of the United States. Therefore, I direct my Fersonal Representative to consult with a Legal Assistance Attorney at the nearest military installation and with the Department of Veterans Affairs and the Social Security Administration to ascertain if there are any benefits to which my family members are entitled by virtue of my military service. f. I may leave a letter of intent with the executed copy of this Will for the purpose of giving guidance to my Personal Representative concerning the distribution or sale of certain items of my property. I request, but do not require, that my Personal Representative honor my wishes therein expressed. SECOND: I give, devise and bequeath, absolutely and forever, all of my estate and property of which I may be seized or possessed, or to which I may be entitled, at the time of my death, wherever situated or of whatever nature, be it real, personal, or mixed, to my Wife, CLARA FRANCES MYERS, as her sole and absolute property if she shall survive me . THIRD: In the event that my Wife, CLARA FRANCES MYERS shall not survive me, I give, devise and bequeath, absolutely and forever, all of my estate and property of which I may be seized ar possessed, or to which I may be entitled, at the time of my death, wherever situated or of whatever nature, be it real, personal, or mixed, to DALE EMERSON MYERS, JR.; DAVID EUGENE MYERS and to any child or children that may be born to or adopted by me, in shares of substantially equal value to be divided as they may agree. a. If any of my children shall not survive me, then the share of that deceased child shall go to the descendants of that child, who are to take per stirpes and not per capita. If any of my children shall not survive me and shall not be survived by any descendants, then the share of that deceased child shall be distributed to my surviving children and the descendants of any of my other children who fail to survive me, in the manner set forth above. b. If they are unable to agree, the division among my children and the descendants of any of my children who fail to survive me shall be made by my Personal Representative, in that person's sole and absolute discretion. I empower my Personal Representative to sell any or all of such property, if such property is not distributed in kind hereunder, and to distribute the proceeds among my said children in substantially equal shares. Any determination of my Personal Representative as to what should pass or be sold under this paragraph and to whom it should pass or be delivered or at what price it should be sold shall be conclusive. PACfE 2 .~^= j2~ti~1~ OF FOUR PAl~ES ~~~i~ ~ ___ - - FOURTH: Except as otherwise provided in this Will, I have intentionally failed to provide for any other relatives or other persons, whether claiming to be an heir of mine or not. Insofar as I have failed to provide in this Will for any of my issue now living or later born or adopted, such failure is intentional and not occasioned by accident or mistake. FIFTH: Any beneficiary who Pails to survive until one hundred twenty (120) hours after my death shall be deemed to have predeceased me, and the gift to that beneficiary shall be disposed of accordingly. SIXTH: Definitions: a. The term 'children" as used in this Will includes adopted and afterborn persons. The term "children" as used in this will shall also include step-children, the natural born or adopted children of a person's spouse. A relationship by or through legal adoption shall be treated the same as a relationship by or through blood for purpose of succession to property under this Will. b. The term 'descendants' as used in this Will means the immediate and remote lawful, lineal descendants by blood or adoption of the person referred to who are in being at the time they must be ascertained in order to give effect to the reference to them. c. The term 'issue' as used in this Will means all persons who are descended from the person referred to either by legitimate birth to or legal adoption by that person, or any of that descendant's legitimately born or legally adopted descendants. d. The term 'Personal Representative' as used in this Will means Executor, Executrix, Independent Executor, or any other title of like import which is used to describe such a fiduciary. e. The term 'per stirpes` as used in this Will means that whenever a distribution is to be made to the descendants of any person, the property to be distributed shall be divided into as many shares as there are (1) living children of the person, and (2) deceased children, who left descendants who are then living, of the person. Each living child (if any) shall take one share and the share of each deceased child shall be divided among his then living descendants in the same manner. ~~ PAGIE 3 ~, ~~ [,%L'/1~-~v'-'~ _ --~/~ OF FOUR PAGES , SEVENTH: In addition to any powers granted by the laws of the state in which this Will is probated, I hereby authorize and empower the fiduciaries named in this Will, to the extent of the discretion herein granted, to sell, exchange, convey, transfer, assign, mortgage, pledge, lease or rent the whole or any part of my real or personal estate, to invest, reinvest, or retain investments of my estate, to perform all acts and to execute all documents which my fiduciaries may deem necessary or proper in regard to my property. Ii any of my fiduciaries elect to receive compensation for services, such compensation will be that allowed by law. EIGHTH: If any part of this Will shall be invalid, illegal, or inoperative for any reason, it is my intention that the remaining parts, so far as possible and reasonable, shall be effective and fully operative. My Personal Representative may seek and obtain court instructions for the purpose of carrying out as nearly as may be possible the intention of this Will as shown by the terms hereof, including any terms held invalid, illegal, or inoperative. IN WITNESS WHEREOF, I have at Carlisle Barracks, Pennsylvania, this _~___ day of ____ __________, 19~a._, set my hand and seal to this my LAST WILL AND TESTAMENT, consisting of FOUR typewritten pages, each page bearing my handwritten signature. - ------ --- ~~ --------(SEAL) DALE EMERSON MYE~R The foregoing instrument was, at Carlisle Barracks, Pennsylvania, this (_¢ day of _ _________, 19 ~?-_, signed, sealed, published and declared by DALE E ARSON MYERS. SR., the testator, to be his LAST WILL AND TESTAMENT in the presence of all of us at one time, and at the same time we, at his request and in his presence and in the presence of each other, have hereunto subscribed our names as attesting witnesses, and we do so verily believe that the said testator is of sound and disposing mind and memory at the date hereof. OF ~~~ ~1~--- OF -32!`L e!~Z_~----- ~ `~, PAGE 4 ~- ~s~y~~y~_r~~r ~ OF FOUR PAGES ~ ~~,~~~ ~~ COMMONWEALTH OF PENNSYLVANIA COUNTY OF CUMBERLAND ACKNOWLEDGMENT I, DALE EMERSON MYERS, SR., 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. ~~"L`- - ----'s~Jr-`="--------SEAL) DALE EMERSON MYER AFFIDAVIT we , ~~~C`lC!!~_~~7%? ~Ea~l~, __-/~~ficr _ lae~i~LYt?~ ----- ~ and _~[~_v~,,~.,3 G~_~~a„vt,-?_-__, the witnesses, sign our names to this instrument, being duty qualified according to law, do depose and say that we were present and saw the testator sign and execute the instrument as his Last Will; that the testator signed willingly and executed it as his free and voluntary act for the purposes therein expressed; that each subscribing witness in the hearing and sight of the testator signed the will as a witness; and that to the best of our knowledge the testator was at that time 18 or more years of age, of sound mind and under no constraint or undue influence. Witness i Witness Subscribed, sworn to and acknowledged before me by DALE EMERSON ..MYERS , SR.jj''~~,~~~~ __the te~s//tator , and subscribed and sworn to before me by I1:L77Jl'.~~._/~!.l~. ~1P,/~~''' ~~~`! _~~'~.~.~ ---- ~ and -------- ~~,~g„S ~ `~,~,~, the witnesses, this ~P~ day of ----- --- ~ 19Q~_ ~~~G~ -- ~ ~oiar~d Sepal _. ___.,_._ . NO ARY PUBLIC My Co issih~,Ua~a~,t~aey,Pu~___ __ Ca+iis!e Boro, Cumberlarxi Cour>~ My Commission Expires Oet.18,1 hAesliber, P?nn: ~,ruriu F,ssc~aation of ~+c~ries ti r IN THE COURT' OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA NO. 21-00-0611 FIRST AND FINAL ACCOUNT AND PROPOSED DISTRIBUTION OF ELEANOR P. STANTON, DECEASED JON F. LaFAVER, EXECUTOR LATE OF THE BOROUGH OF NEW CUMBERLAND Social Security No.: 187-07-0664 Date of Death: June 21, 2000 Date of Executor's Appointment: July 26, 2000 Date of Advertising Letters Testamentary: Cumberland Law Journal - August 11, 18, & 25, 2000 The Patriot News Co. - August 1, 8, & 15, 2000 Accounting for the Period: June 21, 2000 to August 15, 2001 Purpose of Account: Jon F. LaFaver, Executor, offers this account to acquaint interested parties with the transactions which have occurred during his administration. The account also indicates the proposed distribution of the estate. It is important that the account be carefully examined. Requests for additional information or questions or objections can be discussed with: Jon F. LaFaver 120 Carol Street New Cumberland, PA 17070 David H. Stone, Esquire Stone LaFaver Shekletski P.O. Box E New Cumberland, PA 17070 4 ' SUAM~RY OFD ACCOUNT Estate of Eleanor P. Stanton For Period 06/21/00 Through 08/15/01 Proposed Distribution to Beneficiaries Principal Receipts Net Gain (or Loss) on Sales or Other Dispositions Other Receipts Less Disbursements: Administration Expenses (Prin) Fees and Commissions (Prin) Balance before Distributions Distributions to Beneficiaries Principal Balance on Hand Income Receipts Less Disbursements: Income Taxes Balance before Distributions Distributions to Beneficiaries Income Balance on Hand Combined Balance on Hand Page 34-35 1-7 8-11 12-14 14-15 $69,266.33 38,062.60 16 17 18-32 33 Fiduciary Acquisition Value $302,535.14 $402,628.57 5,882.03 0.00 $408,510.60 107,328.93 $301,181.67 12,380.00 $288,801.67 $ 13,899.69 202.78 $ 13,696.91 0.00 $ 13,696.91 $302,498.58 7 Assets Listed in Inventory (Valued as of date of death) Cash on Hand RECEIPT'S OF PRINCIPAL Estate of Eleanor P. Stanton As of 08/15/01 Cash on hand $ 1,009.20 Ohio State Life Insurance-cronthly insurance check for June and July 2000 1,026.22 Social Security checks 2,407.22 State Employees Retirement System monthly checks 1,194.42 Checking Accounts PNC Bank, N.A.-Checking Acct. #5140061342 $25.10 Accrued Interest Savings Accounts Harris Savings Bank-Savings Acct. #31-14-389286 (W.J. Stanton has predeceased the decedent) $ 7,758.20 $8.81 Accrued Interest PNC Bank, N.A.-Savings Acct. #5000820554 28,014.44 $88.96 Accrued Interest Money Market Accounts First Union Securities-Money Market $ 1,369.94 Hilliard Lyons-Black Rock Money Market Acct. 3.03 gage 1' Fiduciary Acquisition Value $ 5,637.06 65,786.79 35,772.64 1,372.97 Cormr~n Stocks First Union Sec.-10 shs. Kemper TE Ins PA #51M stock $ 9,698.90 10 Units Assets Listed in Inventory (Valued as of date of death) RECEIPwS OF PRINCIPAL Estate of Eleanor P. Stanton As of 08/15/01 First Union Sec.-113 shs. Nuveen Ins PA #51 stock $ 3,765.16 113 Units First Union Sec.-142 shs. Nuveen Tax Ex Unit stock 5,844.72 142 Units First Union Sec.-7 shs. PA Insd Munn Ser stock 6,388.76 7 Units First Union Sec.-19 shs. PA Insd Mun Inc Tr #190M stock 18,783.40 19 Units First Union Sec.-10 shs. PA Insd Mran Inc Tr #192M stock 9,838.10 10 Units First Union Sec.-50 shs. Nuveen PA Insd #189M 5,120.50 50 Units First Union Sec.-5 shs. PA Insd Mun Inc #79M stock 1,201.70 5 Units First Union Sec.-52 shs. Nuveen PA Insd #228M stock 4,701.32 52 Units First Union Sec.-1,378.808 shs. Van Karmen PA Tax Free A stock 22,750.33 1,378.808 Units Hilliard Lyons-3,591.357 shs. Black Rock PA Tax Free Mutual Fund stock 37,206.46 3,591.357 Units AT&T stock-12 shs. @ $35.25 per share 423.00 12 Units PP&L stock-10 shs. @ $22.813 per share 228.13 10 Units L~age 2 ' Fiduciary Acquisition Value RECEIP'~S OF PRINCIPAL Estate of Eleanor P. Stanton As of 08/15/01 Assets Listed in Inventory (Valued as of date of death) Susquehanna Valley Federal Credit Union share account $ 3,652.51 3,630.33 Units $22.18 Accrued Dividend Lucent Technologies stock-1 sh. @ $62.00 per share 62.00 1 Unit Preferred Stocks PP&L 4 1/2 Preferred stock-20 shs. @ $66.00 per share 20 Units Residences Property at 1833 Bridge St., New Cumberland, C1.unberland County, PA by deed dated January 20, 1956 and recorded in Cumberland County Deed Book Y, Vol. 16, Page 3, granted and conveyed unto Pauline Oeschger, widow, and Eleanor P. Stanton, her daughter. The said Pauline Oeschger died on November 1, 1967 vesting title in Eleanor P. Stanton, the decedent. The said property was sold to Kenneth L. Ehman and Alice J. Ehman, his wife, on December 18, 2000. Household Goods & Furnishings Net proceeds of household goods sold at public auction on September 30, 2000 by Claude C. Wolfe & Assoc. Misc. Personal Property Personal property to Rose Mullican as mentioned in Item II A to at appraised value (see attached) $ 700.00 Personal property to Steve Mullican as mentioned in Item II B at appraised value (see attached) 200.00 page 3' Fiduciary Acquisition Value $129,664.99 1,320.00 131,000.00 5,370.56 Assets Listed in Inventory (Valued as of date of death) RECEIPs'S OF PRINCIPAL Estate of Eleanor P. Stanton As of 08/15/01 Personal property to Theodore Fickert as mentioned in Item II C at appraised value (see attached) Personal property as mentioned in Item II D at appraised value (see attached) Painting of dog to New Cumberland Public Library as mentioned in Item II E Refunds Ohio Casualty Group-refund on premium The Patriot News Co.-refund on newspaper American Sentinel Insurance-refund on car insurance Comcast-refund on service Bell Atlantic-refund on service Musselman's Funeral Home-refund on services Keystone Insurance-premium refund AARP-premium refund Horreowners rebate from Comrionwealth of PA Com~ronwealth of PA-refund 'IYavelers Property Casualty-refund on homeowners insurance for residence American Fidelity & Liberty Ins.-premium refund $ 150.00 95.00 25.00 $ 94.85 9.80 2.30 11.93 11.56 334.61 36.70 28.00 100.00 418.05 450.00 316.23 gage 4 Fiduciary Acquisition Value $ 1,170.00 1,814.03 Assets Listed in Inventory (Valued as of date of death) ZC7TAL INVENTl7RY RECEIPTS OF PRINCIPAL Estate of Eleanor P. Stanton As of 08/15/01 gage 5 ' Fiduciary Acquisition Value $378,909.04 ' RECEIPTS OF PRINCIPAL Estate of Eleanor P . Stanton As of 08/15/01 Receipts Subsequent to Inventory (Valued when received) Miscellaneous deposit Prudential Insurance Company-Proceeds from policy contract #12-107-991 - face and paid up insurance $3,917.45 plus term. dividend $32.00 and postmortem div. $36.58 $45.71 Accrued Interest Prudential Insurance Company-Proceeds from policy #9010266100 $10.93 Accrued Interest Susquehanna Valley Federal Credit Union-proceeds of life insurance 1995 Buick Riviera was given to Rose Mullican within one year of death of decedent Internal Revenue Service-refund on decedent's 2000 1040 Income Tax PA State Education Association-refund on part of June 2000 payment PA State ~loyees' Retirement Sys.-refund on part of June 2000 retirement check American Fidelity & Liberty Ins.-premium refunds 08/15/01 Reimbursement from Rose Mullican on inheritance tax paid by estate on behalf of the 1995 Buick Riviera that was transferred within one year of death of decedent, a gift in contemplation of death (charged against residuary share) $ 23.00 4,031.74 1,010.93 1,618.30 11,210.00 1,606.00 364.00 1,038.11 2,070.52 1,169.93 gage 6' TOTAT, RECEIPTS SUBSEQUENT 'I17 II~IVEN'IC~RY $ 24,142.53 ' RECEIPTS OF i~RINCIPAL Estate of Eleanor P . Stanton As of 08/15/01 Adjustment to Carrying Values 08/13/01 Stock cert. was considered lost and decedent received new cert. and cashed it in before her death. We found the cert. that apparently was considered lost thinking it was still in effect and added it to the original inventory. There is no value. Adjusted Value $ 0.00 Value per Inventory 423.00 'TO'TAL AIaJUSTMENTS TD CARRYING VALUES SUMMARY Total Inventory Total Receipts Subsequent To Inventory Total Adjustments To Carrying Values TOTAL RECEIPTS OF PRINCIPAL Page 7~ $ -423.00 $ -423.00 $378,909.04 24,142.53 -423.00 $402,628.57 ' GAINS AND LOSSES ON~SALES'OR OTI~R DISPOSITIONS Page 8~ Estate of Eleanor P . Stanton For Period 06/21/00 Through 08/15/01 Gain Loss 01/16/01 Receipt of return of principal on First Union Sec. Nuveen Ins PA #51 M Net Proceeds $ 161.23 Fiduciary Acquisition Ualue 0.00 Net Gain 05/15/01 Receipt of return of principal on First Union Sec. Kerr~er TE Ins PA #51 M Net Proceeds $ 1,609.49 Fiduciary Acquisition Value 0.00 Net Gain 05/15/01 Receipt of return of principal on First Union Sec. Nuveen Ins PA #51 M Net Proceeds $ 27.47 Fiduciary Acquisition Ualue 0.00 Net Gain 05/15/01 Receipt of return of principal on First Union Sec. Nuveen Tax Ex Unit #52 M Net Proceeds $ 100.01 Fiduciary Acquisition Ualue 0.00 Net Gain 07/25/01 PP&L-10 shs. 10 Units Net Proceeds $ 430.40 Fiduciary Acquisition Value 228.13 Net Gain 07/25/01 PPL Electric Utilities Corp. Pfd-20 shs. 20 Units Net Proceeds $ 1,340.00 Fiduciary Acquisition Value 1,320.00 Net Gain $ 161.23 1,609.49 27.47 100.01 202.27 20.00 GAINS AND LOSSES ON~SALES'OR OTHII~ DISPOSITIONS Estate of Eleanor P. Stanton For Period 06/21/00 Through 08/15/01 Gain 07/25/01 PA Tnsd Mun Inc. #79 M-5 units 5 Units Net Proceeds $ 1,304.25 Fiduciary Acquisition Value 1,201.70 Net Gain 07/25/01 First Union Sec.-Nuveen Tax Ex Unit Tr #52 142 Units Net Proceeds $ 5,951.22 Fiduciary Acquisition Ualue 5,844.72 Net Gain 07/25/01 First Union Sec.-PA Insd Munn Ser #180 M 7 Units Net Proceeds $ 6,840.19 Fiduciary Acquisition Ualue 6,388.76 Net Gain 07/25/01 First Union Sec.-PA Insd Mun Inc Tr #190 M 19 Units Net Proceeds $ 20,059.63 Fiduciary Acquisition Value 18,783.40 Net Gain 07/25/01 First Union Sec.-PA Insd Mun Inc Tr #192 M 10 Units Net Proceeds $ 10,678.90 Fiduciary Acquisition Value 9,838.10 Net Gain 07/25/01 First Union Sec.-Nuveen PA Insd #189M 50 Units Net Proceeds $ 5,250.00 Fiduciary Acquisition Ualue 5,120.50 Net Gain $ 102.55 106.50 451.43 1,276.23 840.80 129.50 Page 9~ Loss GAINS AND LOSSES OI~F SALES OR OTHER DISPOSITIONS Estate of Eleanor P . Stanton For Period 06/21/00 Through 08/15/01 Page 10 Gain Ipss 07/25/01 First Union Sec.-Nuveen PA Insd #228M ---- ---- 52 Units Net Proceeds $ 5,129.28 Fiduciary Acquisition Ualue 4,701.32 Net Gain $ 427.96 07/25/01 Hilliard Lyons-Black Rock PA Tax Free Income Port 3,749.583 Units Net Proceeds $ 40,008.01 Fiduciary Acquisition Value 38,882.75 Net Gain 1,125.26 07/25/01 Lucent Technologies stock 1 Units Net Proceeds $ 7.56 Fiduciary Acquisition Value 62.00 Net Loss $ 54.44 07/25/01 First Union Sec.-Nuveen Ins PA #51 113 Units Net Proceeds $ 3,687.19 Fiduciary Acquisition Value 3,765.16 Net Loss 77.97 07/30/01 First Union Sec.-Van Kampen PA Tax Free Inc Fund Cl A 1,378.808 Units Net Proceeds $ 23,743.07 Fiduciary Acquisition Value 22,750.33 Net Gain 992.74 08/01/01 First Union Sec.-Kemoer TE Ins PA 10 Units GAINS AND LOSSES ON~SALES'OR OTHER DISPOSITIONS Estate of Eleanor P . Stanton For Period 06/21/00 Through 08/15/01 Gain Net Proceeds Fiduciary Acquisition Value Net Loss Total Gains and Losses Less Loss Net Gain $ 8,139.90 9,698.90 $7,573.44 (1,691.41) $ 5,882.03 Page 11 Loss $ 1,559.00 $1,691.41 ' ~ DISBURSEh'IQ~7TS OF PRINCIPAL Page 12 Estate of Eleanor P. Stanton For Period 06/21/00 Through 08/15/01 Ac~ninistration Expenses (Prin) 07/31/00 Checks written by decedent but not cleared until after death 08/24/00 PP&L-electric services at residence Check number 1 08/24/00 PAWL-water services at residence Check number 2 09/01/00 Robin Gasperetti, Tax Collector-real estate taxes on residence Check number 4 09/01/00 Bell Atlantic-service at residence and Messiah Village Check number 5 09/01/00 Messiah Village-services rendered Check number 6 09/08/00 Terminex-services rendered at residence Check number 7 09/15/00 PAWL-water services at residence Check number 8 09/15/00 Sally Stoner-cleaning house 09/15/00 Rick Lisse-grass cutting services at residence 09/15/00 Terminex-services at residence 09/15/00 Carlos Leffler-oil services at residence 09/15/00 AT&T-telephone service at residence 09/15/00 Rick Lisse-grass cutting at residence 09/15/00 Bell Atlantic-telephone service at residence 09/15/00 Pharamerica-medicine at Messiah Village 09/15/00 Rick Lisse-cutting grass and clean up at residence 09/15/00 Rick Lisse-cutting grass at residence $ 1,419.58 58.71 9.75 1,083.06 27.94 2,320.00 69.96 9.75 100.00 30.00 34.98 4.01 13.70 30.00 32.65 117.08 321.00 51.00 ' DISBURSEME~fS OF PRINCIPAL Estate of Eleanor P. Stanton For Period 06/21/00 Through 08/15/01 09/15/00 Pharamerica-medicine at Messiah Village $ 7.25 09/15/00 Rick Lisse-cutting grass at residence 90.00 09/20/00 Register of Wills, Agent-payment of inheritance tax w/5% discount Check number 9 45,000.00 09/22/00 Verizon-telephone service Check number 10 5.78 09/22/00 Ohio State Life Insurance Co.-refund on July and August payments Check number 11 1,026.22 09/22/00 Borough of New Ctin~nberland-sewer and trash at residence Check number 12 60.30 09/27/00 State Employees Retirement System-refund of June and July's paymlent Check number 13 1,194.42 10/11/00 PAWL-water service at residence Check rnunber 14 13.72 10/11/00 Carlos Liffler-oil service at residence Check number 15 130.31 11/02/00 Borough of New Cumberland-sewer and trash at residence Check number 16 57.43 11/08/00 PAWL-water services at residence Check number 17 9.81 11/09/00 Summit Locksmdth Security-services rendered Check rn~r~ber 18 61.00 11/16/00 Z`ravelers Insurance-homeowners insurance Check number 19 450.00 11/30/00 Rick Lisse-cutting grass at residence Check number 20 60.00 12/08/00 PAWC-water service at residence Check number 21 10.29 12/13/00 Gingrich's-services rendered at residence to repair for sale Check number 22 369.27 Page 13 ' ~ DISBURSE'~IENTS bF PRINCIPAL Page 14~ Estate of Eleanor P. Stanton For Period 06/21/00 Through 08/15/01 12/15/00 PP&L-electric service at residence Check number 23 $ 23.61 12/19/00 Settlement charges on sale of residence ($10,506.51) less reimb. on taxes ($609.69) 9,896.82 01/03/01 PP&L-electric service at residence (final) Check number 24 8.78 01/03/01 PAWL-water service at residence Check number 25 25.28 01/18/01 PNC Bank, N.A.-check printing fee 27.54 03/19/01 Register of Wills, Agent-balance due on inheritance tax Check number 1001 1,276.96 03/19/01 Register of Wills-filing Inheritance Tax Return and Inventory Check number 1002 29.00 04/16/01 PA Department of Revenue-payment of decedent's 2000 PA40 Income tax Check number 1004 12.00 06/08/01 Public School Employees' Ret. System-June and July 2000 reimbursement Check number 1005 2,407.22 07/24/01 Stone LaFaver & Shekletski-Reimb. on costs 574.15 08/15/01 Reserve for Register of Wills for filing First and Final Account ($206.00) and closing expenses ($500.00) 706.00 $ 69,266.33 Fees and Commissions (Prim) 09/01/00 Bridge Street Realty-appraisal fee on PmPe~Y Check number 3 $ 250.00 04/16/01 Jon F. LaFaver-payment on account of Executor's commission Check number 1003 10,000.00 07/25/01 First Union Sec.-fees and commission of sales of securities 140.60 ' DISBURSEMENTS OF PRINCIPAL Page 15 Estate of Eleanor P . Stanton For Period 06/21/00 'T'hrough 08/15/01 08/15/01 Reserve for Stone LaFaver & Shekletski-Attorney's fee $ 18,836.00 08/15/01 Reserve for Jon F. LaFaver-balance due on Executor's commission 8,836.00 $ 38,062.60 'IbTAL DISBURSEMENTS OF PRINCIPAL $107,'328.93 ' DISTRIBUTIONS OF~PRINCTPAL ~ BENEFICIARIES Estate of Eleanor P. Stanton For Period 06/21/00 Through 08/15/01 To: Rose Mullican Personal property to Rose Mullican as mentioned in Item IIA 08/15/00 Personal property to Rose Mullican To: Rose Mullican Personal property as mentioned in Item IID 08/15/00 Personal property as mentioned To: Rose Mullican 1995 Buick Riviera 06/22/00 1995 Buick Riviera Total for Rose Mullican To: Steve Mullican Personal property to Steve Mullican as mentioned in Item IIB 08/15/00 Personal property to Steve Mullican To: Theodore Fickert Personal property to Theodore Fickert as mentioned in Item IIC 08/15/00 Personal property to Theodore To: New Ctiunberland Public Library Painting of dog to New Cumberland Public Library in Item IIE 08/01/00 Painting of dog '1~TAL DISTRIBUTIONS OF PRINCIPAL TO BENEFICIARIES $ 700.00 95.00 11,210.00 Page 16 $ 12,005.00 200.00 150.00 25.00 $ 12,380.00 PRINCIPAL BALANCE ON HAND Estate of Eleanor P. Stanton As of 08/15/01 Checking Accounts PNC Bank, N.A.-Estate Checking Acct. #5001052868 Money Market Accounts PNC Bank, N.A.-Estate Money Market Acct. 5003537383 First Union Sec.-Estate MM Acct. OO1WY05 8010-1459 Common Stocks AT&T stock-12 shs. @ $35.25 per share 12 Units Less: Income balance on hand PRINCIPAL BALANCE ON HAND Page 17 Current Carrying Value Value ------- -------- $ 23,426.49 $ 23,426.49 182,292.34 182,292.34 96,779.75 96,779.75 0.00 0.00 ----------- ----------- $302,498.58 $302,498.58 13,696.91 13,696.91 ----------- ----------- $288,801.67 $288,801.67 ----------- ----------- ----------- ----------- ' RECEIPTS OF' INCOME Estate of Eleanor P. Stanton For Period 06/21/00 Through 08/15/01 Dividends First Union Securities-Money Market 07/15/00 First Union Securities-dividend on MM Acct. $ 6.28 08/15/00 First Union Securities-dividend on MM Acct. 6.13 09/15/00 First Union Securities-dividend on MM Acct. 7.01 10/13/00 First Union Securities-dividend on MM Acct. 5.95 11/15/00 First Union Securities-dividend on MM Acct. 6.61 12/29/00 First Union Securities-dividend on MM Acct. 10.07 01/12/01 First Union Securities-dividend on MM Acct. 2.78 02/14/01 First Union Securities-dividend on Nll~I Acct. 6.42 03/15/01 First Union Securities-dividend on MM Acct. 5.50 04/12/01 First Union Securities-dividend on MM Acct. 5.54 05/15/01 First Union Securities-dividend on MM Acct. 4.72 06/15/01 First Union Sec.-Dividend on MM Acct. 9.43 07/13/01 First Union Sec.-dividend on Money Market 7.52 07/25/01 First Union Sec.-dividend on Money Market 2.62 86.58 First Union Sec.-Estate MM 08/15/01 First Union Sec.-dividend on Estate MM $ 116.57 PP&L stock-10 shs. 08/01/00 PP&L-dividend 5.30 10/12/00 PP&L-dividend 5.30 01/04/01 PP&L-dividend 5.30 04/26/01 PP&L-dividend 5.30 07/05/01 PP&L-dividend 5.30 26.50 Page 18 ' ~ RECEIPTS OF INCOME Page 19 Estate of Eleanor P. Stanton For Period 06/21/00 Through 08/15/01 Susqueharu~a Valley Federal Credit 11/03/00 Susquehanna Ualley Federal Credit Union-dividend for 6-30-00 $ 2.44 11/03/00 Susquehanna Valley Federal Credit Union-dividend for 11-02-00 8.77 11/03/00 Susquehanna Valley Federal Credit Union-dividend for 9-30-00 25.06 36.27 PP&L 4 1/2 Preferred stock-20 shs. 08/01/00 PP&L Electric Utilities Preferred-dividend $ 22.50 10/12/00 PP&L Electric Utilities Preferred dividend 22.50 01/04/01 PP&L Electric Utilities Preferred dividend 22.50 04/26/01 PP&L Electric Utilities Preferred-dividend 22.50 07/05/01 PP&L Electric Utilities Preferred-dividend 22.50 112.50 Total Dividends $ 378.42 Interest PNC Bank, N.A.-Checking Acct. 07/31/00 PNC Bank, N.A.-Interest on Checking Acct. $ 28.47 08/01/00 PNC Bank, N.A.-Interest on Checking Acct. 43.34 71.81 PNC Bank, N.A.-Estate Checking Acct 08/25/00 PNC Bank, N.A.-Interest on Estate Checking $ 40.48 09/26/00 PNC Bank, N.A.-Interest on Estate Checking 48.94 10/26/00 PNC Banc, N.A.-Interest on Estate Checking 19.34 11/27/00 PNC Bank, N.A.-Interest on Estate Checking 12.45 12/26/00 PNC Bank, N.A.-Interest on Estate Checking 8.84 REC~TPTS OF' INCOME Estate of Eleanor P . Stanton For Period 06/21/00 Through 08/15/01 01/26/01 PNC Bank, N.A.-Interest on Estate Checking 02/23/01 PNC Bank, N.A.-Interest on Estate Checking 03/27/01 PNC Bank-Interest on Estate Checking Acct. 04/25/01 PNC Bank-Interest on Estate Checking Acct. 05/25/01 PNC Bank-Interest on Estate Checking Acct. 06/26/01 PNC Bank-Interest on Estate Checking Acct. 07/26/01 PNC Bank-Interest on Estate Checking Acct. Harris Savings Bank-Savings Acct. 06/30/00 Harris Savings Bank-Interest on Savings Acct. 07/31/00 Harris Savings Bank-Interest on Savings Acct. 08/31/00 Harris Savings Bank-Interest on Savings Acct. 09/29/00 Harris Savings Bank-Interest on Savings Acct. 10/31/00 Harris Savings Bank n/k/a Waypoint Bank-Interest on Savings Acct. 11/30/00 Waypoint Bank-Interest on Savings Acct. PNC Bank, N.A.-Savings Acct. 06/23/00 PNC Bank, N.A.-Interest on Savings Acct. 07/25/00 PNC Bank, N.A.-Interest on Savings Acct. 08/24/00 PNC Bank, N.A.-Interest on Savings Acct. 09/25/00 PNC Bank, N.A.-Interest on Savings Acct. 10/25/00 PNC Bank, N.A.-Interest on Savings Acct. 11/06/00 PNC Bank, N.A.-Interest on Savings Acct. $ 7.88 5.86 6.95 4.94 2.77 3.92 3.71 166.08 $ 4.40 13.67 13.70 13 .2 8 14.15 2.72 61.92 $ 6.38 104.68 99.32 107.86 103.16 37.96 459.36 Page 20 ' RECEIPTS OF INCOME Page 21 Estate of Eleanor P. Stanton For Period 06/21/00 Through 08/15/01 PNC Bank, N.A.-Estate Money Market 11/21/00 PNC Bank, N.A.-Interest on Estate MM $ 129.88 12/20/00 PNC Bank, N.A.-Interest on Estate MM 288.10 01/23/01 PNC Bank, N.A.-Interest on Estate MM 982.85 02/20/01 PNC Bank, N.A.-Interest on Estate ~ 774.98 03/21/01 PNC Bank, N.A.-Interest on Estate MM Acct. 753.97 04/20/01 PNC Bank, N.A.-Interest on Estate MM Acct. 723.39 04/27/01 PNC Bank, N.A.-Interest on Estate MM Acct. 11.72 05/22/01 PNC Bank, N.A.-Interest on Estate MM Acct. 713.06 06/21/01 PNC Bank, N.A.-Interest on Estate NIl~I Acct. 517.29 4,895.24 Total Interest $ 5,654.41 Tax Exempt Interest First Union Sec.-Kemper TE Ins PA 06/30/00 First Union Sec.-tax exempt interest on Kemper TE Ins PA #51 M $ 47.49 08/04/00 First Union Sec.-tax exempt interest on Kemper TE Ins PA #51 M 47.39 09/15/00 First Union Sec.-tax exempt interest on Kemper TE Ins PA #51 M 47.39 10/12/00 First Union Sec.-tax exempt interest on Kemper TE Ins PA #51 M 47.42 11/10/00 First Union Sec.-tax exempt interest on Kemper TE Ins PA #51 M 47.33 12/08/00 First Union Sec.-tax exempt interest on Kemper TE Ins PA #51 M 47.33 01/12/01 First Union Sec.-tax exempt interest on Kemper TE Ins PA #51 M 47.37 02/09/01 First Union Sec.-tax exempt interest on Kemper TE Ins PA #51 M 47.29 REC~`IPTS OF INCL~ME Estate of Eleanor P. Stanton For Period 06/21/00 Through 08/15/01 03/16/01 First Union Sec.-tax exempt interest on Kemper TE Ins PA #51 M 04/26/01 First Union Sec.-tax exempt interest on Kemper TE Ins PA #51 M 05/11/01 First Union Sec.-tax exempt interest on Kemper TE Ins PA #51 M 06/08/01 First Union Sec.-tax exempt interest on Kemper TE Ins PA #51 M 07/16/01 First Union Sec.-tax exempt interest on Kemper TE Ins PA 51 M 07/17/01 First Union Sec.-tax exempt interest on Kemper TE Ins PA #51 M First Union Sec.-Nuveen Ins PA #51 06/30/00 First Union Sec.-tax exempt interest on Nuveen Ins PA #51 M 08/04/00 First Union Sec.-tax exempt interest on Nuveen Ins PA #51 M 09/15/00 First Union Sec.-tax exempt interest on Nuveen Ins PA #51 M 10/12/00 First Union Sec.-tax exempt interest on Nuveen Ins PA #51 M 11/10/00 First Union Sec.-tax exempt interest on Nuveen Ins PA #51 M 12/08/00 First Union Sec.-tax exempt interest on Nuveen Ins PA #51 M 01/12/01 First Union Sec.-tax exempt interest on Nuveen Ins PA #51 M 02/09/01 First Union Sec.-tax exempt interest on Nuveen Ins PA #51 M 03/16/01 First Union Sec.-tax exempt interest on Nuveen Ins PA #51 M 04/26/01 First Union Sec.-tax exempt interest on Nuveen Ins PA #51 M $ 47.31 38.61 38.99 38.72 38.76 38.80 620.20 $ 18.35 18.45 18.37 18.49 18.50 18.37 18.34 17.39 17.35 17.40 Page 22 RECEIPTS OF INCOME Estate of Eleanor P . Stanton For Period 06/21/00 Through 08/15/01 05/11/01 First Union Sec.-tax exempt interest on Nuveen Ins PA #51 M 06/08/01 First Union Sec.-tax exempt interest on Nuveen Ins PA #51 M 07/16/01 First Union Sec.-tax exempt interest on Nuveen Ins PA #51 M 07/17/01 First Union Sec.-tax exempt interest on Nuveen Ins PA #51 M 07/25/01 First Union Sec.-tax exempt interest on Nuveen Ins PA #51 M First Union Sec.-Nuveen Tax Ex Unit 06/30/00 First Union Sec.-tax exempt interest on Nuveen Tax Ex Unit Tr #52 M 08/04/00 First Union Sec.-tax exempt interest on Nuveen Tax Ex Unit Tr #52 M 09/15/00 First Union Sec.-tax exempt interest on Nuveen Tax Ex Unit Tr #52 M 10/12/00 First Union Sec.-tax exempt interest on Nuveen Tax Ex Unit Tr #52 M 11/10/00 First Union Sec.-tax exempt interest on Nuveen Tax Ex Unit Tr #52 M 12/08/00 First Union Sec.-tax exempt interest on Nuveen Tax Ex Unit Tr #52 M 01/12/01 First Union Sec.-tax exempt interest on Nuveen Tax Ex Unit Tr #52 M 02/09/01 First Union Sec.-tax exempt interest on Nuveen Tax Ex Unit Tr #52 M 03/16/01 First Union Sec.-tax exempt interest on Nuveen Tax Ex Unit Tr #52 M 04/26/01 First Union Sec.-tax exempt interest on Nuveen Tax Ex Unit Tr #52 M 05/11/01 First Union Sec.-tax exempt interest on Nuveen Tax Ex Unit Tr #52 M $ 17.22 17.04 17.14 17.01 23.73 273.15 $ 29.04 29.18 29.42 29.04 29.10 29.10 29.11 28.51 28.16 28.13 27.86 Page 23 RECE'IPT'S OF INCOME Estate of Eleanor P. Stanton For Period 06/21/00 Trough 08/15/01 06/08/01 First Union Sec.-tax exempt interest on Nuveen Tax Ex Unit Tr #52 M $ 27.97 07/16/01 First Union Sec.-tax exempt interest on Nuveen Tax Ex Unit Tr 52 M 28.07 07/17/01 First Union Sec.-tax exempt interest on Nuveen Tax Ex Unit Tr #52 M 27.21 07/25/01 First Union Sec.-tax exempt interest on Nuveen Tax Ex Unit Tr #52 M 42.60 442.50 First Union Sec.-PA Insd Mures Ser 06/30/00 First Union Sec.-tax exempt interest on PA Insd Munn Ser #180 M $ 29.19 08/04/00 First Union Sec.-tax exempt interest on PA Insd Mures Ser #180 M 29.19 09/15/00 First Union Sec.-tax exempt interest on PA Insd Mures Ser #180 M 29.12 10/12/00 First Union Sec.-tax exempt interest on PA Insd Mures Ser #180 M 29.12 11/10/00 First Union Sec.-tax exempt interest on PA Insd Mures Ser #180 M 29.12 12/08/00 First Union Sec.-tax exempt interest on PA Insd Munn Ser #180 M 29.12 01/12/01 First Union Sec.-tax exempt interest on PA Insd Munn Ser #180 M 29.12 02/09/01 First Union Sec.-tax exempt interest on PA Insd Munn Ser #180 M 29.05 03/16/01 First Union Sec.-tax exempt interest on PA Insd Munn Ser #180 M 29.12 04/26/01 First Union Sec.-tax exempt interest on PA Insd Munc Ser 180 M 29.05 05/11/01 First Union Sec.-tax exempt interest on PA Insd Mures Ser #180 M 28.98 06/08/01 First Union Sec.-tax exempt interest on PA Insd Mures Ser #180 M 29.05 Page 24 RECErIPTS OF INCOME Estate of Eleanor P. Stanton For Period 06/21/00 Through 08/15/01 07/17/01 First Union Sec.-tax exempt interest on PA Insd Munn Ser #180 M $ 28.98 07/25/01 First Union Sec.-tax exempt interest on PA Insd Muns Ser #180 M 88.62 07/25/01 First Union Sec.-tax exempt interest on PA Insd Munn Ser 180 M 29.05 495.88 First Union Sec.-PA Insd Mun Inc 'IY' 06/30/00 First Union Sec.-tax exempt interest on PA Insd Mun Inc 'IY' #190 M $ 87.97 08/04/00 First Union Sec.-tax exempt interest on PA Insd Mun Inc 'IY' #190 M 88.16 09/15/00 First Union Sec.-tax exempt interest on PA Insd Mun Inc 'IY' #190 M 88.16 10/12/00 First Union Sec.-tax exempt interest on PA Insd Mun Inc Tr #190 M 87.97 11/10/00 First Union Sec.-tax exempt interest on PA Insd Mun Inc Tr #190 M 87.97 12/08/00 First Union Sec.-tax exempt interest on PA Insd Mun Inc 'I~' #190 M 87.97 01/12/01 First Union Sec.-tax exempt interest on PA Insd Mun Inc 'I`r' #190 M 88.16 02/09/01 First Union Sec.-tax exempt interest on PA Insd Mun Inc Tr #190 M 87.78 03/16/01 First Union Sec.-tax exempt interest on PA Insd Mun Inc 'I`r #190 M 87.78 04/26/01 First Union Sec.-tax exempt interest on PA Insd Mun Inc 'I`r #190 M 87.78 05/11/01 First Union Sec.-tax exempt interest on PA Insd Mun Inc 'IY' #190 M 88.16 06/08/01 First Union Sec.-tax exempt interest on PA Insd Mun Inc Tr #190 M 87.78 07/17/01 First Union Sec.-tax exempt interest on PA Insd Mun Inc 'IY' #190 M 87.59 Page 25 REC~TPTS OF INCOME Estate of Eleanor P. Stanton For Period 06/21/00 Through 08/15/01 07/25/01 First Union Sec.-tax exempt interest on PA Insd Mun Inc 'I`r #190 M $ 58.52 07/25/01 First Union Sec.-tax exempt interest on PA Insd Mun Inc 'I`r #190 M 87.59 1,289.34 First Union Sec.-PA Insd Mun Inc 'IY 06/30/00 First Union Sec.-tax exempt interest on PA Insd Mun Inc 'IY' #192 M $ 46.50 08/04/00 First Union Sec.-tax exempt interest on PA Insd Mun Inc Tr #192 M 46.10 09/15/00 First Union Sec.-tax exempt interest on PA Insd Mun Inc ~ #192 M 46.10 10/12/00 First Union Sec.-tax exempt interest on PA Insd Mun Inc 'IY~ #192 M 46.00 11/10/00 First Union Sec.-tax exempt interest on PA Insd Mun Inc Tr #192 M 46.00 12/08/00 First Union Sec.-tax exempt interest on PA Insd Mun Inc 'IY' #192 M 45.90 01/12/01 First Union Sec.-tax exempt interest on PA Insd Mun Inc 'IY' #192 M 45.90 02/09/01 First Union Sec.-tax exempt interest on PA Insd Mun Inc 'IY' #192 M 45.70 03/16/01 First Union Sec.-tax exempt interest on PA Insd Mun Inc 'IY' #192 M 45.80 04/26/01 First Union Sec.-tax exempt interest on PA Insd Mun Inc Tr #192 M 45.90 05/11/01 First Union Sec.-tax exempt interest on PA Insd Mun Inc Z`r #192 M 45.90 06/08/01 First Union Sec.-tax exempt interest on PA Insd Mun Inc Tr #192 M 45.80 07/17/01 First Union Sec.-tax exempt interest on PA Insd Mun Inc 'IY' #192 M 45.70 07/25/01 First Union Sec.-tax exempt interest on PA Insd Mun Inc Tr #192 M 30.60 Page 26 REC~TPTS OF INQ~ME Estate of Eleanor P. Stanton For Period 06/21/00 Through 08/15/01 07/25/01 First Union Sec.-tax exempt interest on PA Insd Mun Inc 'I`r' #192 M First Union Sec.-Nuveen PA Insd 06/30/00 First Union Sec.-tax exempt interest on Nuveen PA Insd #189 M 08/04/00 First Union Sec.-tax exempt interest on Nuveen PA Insd #189 M 09/15/00 First Union Sec.-tax exempt interest on Nuveen PA Insd #189 M 10/12/00 First Union Sec.-tax exempt interest on Nuveen PA Insd #189 M 11/10/00 First Union Sec.-tax exempt interest on Nuveen PA Insd #189 M 12/08/00 First Union Sec.-tax exempt interest on Nuveen PA Insd #189 M 01/12/01 First Union Sec.-tax exempt interest on Nuveen PA Insd #189 M 02/09/01 First Union Sec.-tax exempt interest on Nuveen PA Insd #189 M 03/16/01 First Union Sec.-tax exempt interest on Nuveen PA Insd #189 M 04/26/01 First Union Sec.-tax exempt interest on Nuveen PA Insd #189 M 05/11/01 First Union Sec.-tax exempt interest on Nuveen PA Insd #189 M 06/08/01 First Union Sec.-tax exempt interest on Nuveen PA Insd #189 M 07/16/01 First Union Sec.-tax exempt interest on Nuveen PA Insd #189 M 07/17/01 First Union Sec.-tax exempt interest on Nuveen PA Insd #189 M 07/25/01 First Union Sec.-tax exempt interest on Nuveen PA Insd #189 M $ 45.70 673.60 $ 24.19 24.23 24.23 24.23 24.22 24.18 24.11 24.16 24.20 24.19 24.11 24.03 24.03 24.03 25.50 363.64 Page 27 RECEIPTS OF INCOME Estate of Eleanor P . Stanton For Period 06/21/00 Through 08/15/01 First Union Sec.-PA Insd Mun Inc 06/30/00 First Union Sec.-tax exempt interest on PA Insd Mun Inc #79 M 08/04/00 First Union Sec.-tax exempt interest on PA Insd Mun Inc #79 M 09/15/00 First Union Sec.-tax exempt interest on PA Insd Mun Inc #79 M 10/12/00 First Union Sec.-tax exempt interest on PA Insd Mun Inc #79 M 11/10/00 First Union Sec.-tax exempt interest on PA Insd Mun Inc #79 M 12/08/00 First Union Sec.-tax exempt interest on PA Insd Mun Inc #79 M 01/12/01 First Union Sec.-tax exempt interest on PA Insd Mun Inc #79 M 02/09/01 First Union Sec.-tax exempt interest on PA Insd Mun Inc #79 M 03/16/01 First Union Sec.-tax exempt interest on PA Insd Mun Inc #79 M 04/26/01 First Union Sec.-tax exempt interest on PA Insd Mun Inc #79 M 05/11/01 First Union Sec.-tax exempt interest on PA Insd Mun Inc #79 M 06/08/01 First Union Sec.-tax exempt interest on PA Insd Mun Inc #79 M 07/17/01 First Union Sec.-tax exempt interest on PA Insd Mun Inc #79 M 07/25/01 First Union Sec.-tax exempt interest on PA Insd Mun Inc #79 M 07/25/01 First Union Sec.-tax exempt interest on PA Insd Mun Inc #79 M $ 5.95 5.90 5.90 5.90 5.90 5.90 5.95 6.00 5.95 5.90 5.90 5.95 5.95 18.75 5.90 101.70 Page 28 RECEIPTS OF INCOME Estate of Eleanor P. Stanton For Period 06/21/00 Through 08/15/01 First Union Sec.-Nuveen PA Insd 06/30/00 First Union Sec.-tax exempt interest on Nuveen PA Insd #228 M 08/04/00 First Union Sec.-tax exempt interest on Nuveen PA Insd #228 M 09/15/00 First Union Sec.-tax exempt interest on Nuveen PA Insd #228 M 10/12/00 First Union Sec.-tax exempt interest on Nuveen PA Insd #228 M 11/10/00 First Union Sec.-tax exempt interest on Nuveen PA Insd #228 M 12/08/00 First Union Sec.-tax exempt interest on Nuveen PA Insd #228 M 01/12/01 First Union Sec.-tax exempt interest on Nuveen PA Insd #228 M 02/09/01 First Union Sec.-tax exempt interest on Nuveen PA Insd #228 M 03/16/01 First Union Sec.-tax exempt interest on Nuveen PA Insd #228 M 04/26/01 First Union Sec.-tax exempt interest on Nuveen PA Insd #228 M 05/11/01 First Union Sec.-tax exempt interest on Nuveen PA Insd #228 M 06/08/01 First Union Sec.-tax exempt interest on Nuveen PA Insd #228 M 07/16/01 First Union Sec.-tax exempt interest on Nuveen PA Insd #228 M 07/17/01 First Union Sec.-tax exempt interest on Nuveen PA Insd #228 M 07/25/01 First Union Sec.-tax exempt interest on Nuveen PA Insd #228 M $ 21.39 21.39 21.40 21.47 21.42 21.42 21.42 21.20 21.21 21.26 21.47 21.47 21.15 21.29 20.80 319.76 Page 29 RECEIPTS OF INCOME Estate of Eleanor P. Stanton For Period 06/21/00 Through 08/15/01 First Union Sec.-Uan Kampen PA Tax 06/30/00 First Union Sec.-tax exempt dividend on Van Kan~,n PA Tax Free Inc 08/04/00 First Union Sec.-tax exempt dividend on Uan Karmen PA Tax Free Inc 09/15/00 First Union Sec.-tax exempt dividend on Van Kampen PA Tax Free Inc 10/12/00 First Union Sec.-tax exempt dividend on Uan Kampen PA Tax Free Inc 11/10/00 First Union Sec.-tax exempt dividend on Van Kampen PA Tax Free Inc 12/08/00 First Union Sec.-tax exempt dividend on Van Karmen PA Tax Free Inc 01/12/01 First Union Sec.-tax exempt dividend on Van Kamen PA Tax Free Inc 02/09/01 First Union Sec.-tax exempt dividend on Van Kampen PA Tax Free Inc 03/16/01 First Union Sec.-tax exempt dividend on Van Kampen PA Tax Free Inc 04/26/01 First Union Sec.-tax exempt dividend on Uan Kampen PA Tax Free Inc 05/11/01 First Union Sec.-tax exempt dividend on Van Kar~exi PA Tax Free Inc 06/08/01 First Union Sec.-tax exempt dividend on Van Kai~az PA Tax Free Inc 07/03/01 First Union Sec.-tax exempt interest on Van Kampen PA Tax Free Inc 07/17/01 First Union Sec.-tax exempt dividend on Van Kampen PA Tax Free Inc 08/02/01 First Union Sec.-tax exempt dividend on Van Kampen PA Tax Free Inc 08/02/01 First Union Sec.-tax exempt dividend on Van Karry~en PA Tax Free Inc $ 94.51 94.46 94.50 94.51 94.46 89.59 89.65 89.59 89.59 89.60 89.59 89.65 95.10 89.59 95.17 98.25 1,477.81 Page 30 RECEIPTS OF INCOME Page 31 Estate of Eleanor P. Stanton For Period 06/21/00 Through 08/15/01 Hilliard Lyons-Black Rock PA Tax 07/03/00 Receipt of 11.27 shs. Hillian3 Lyons Black Rock PA Tax Free Income @ $10.36 per sh. pursuant to dividend reinvestment 08/01/00 Receipt of 11.25 shs. Hilliard Lyons Black Rock PA Tax Income @ $10.46 per sh. pursuant to dividend reinvestment 09/01/00 Receipt of 11.073 shs. Hilliard Lyons Black Rock PA Tax Income @ $10.57 per sh. pursuant to dividend reinvestment 10/02/00 Receipt of 22.87 shs. Hilliard Lyons Black Rock PA Tax Income @ $10.48 per sh. pursuant to dividend reinvestment 11/Ol/00 Receipt of 12.001 shs. Hilliard Lyons Black Rock PA Tax Income @ $10.52 per sh. pursuant to dividend reinvestment 12/01/00 Receipt of 12.081 shs. Hilliard Lyons Black Rock PA Tax Income @ $10.50 per sh. pursuant to dividend reinvestrr~nt 01/02/01 Receipt of 12.588 shs. Hilliard Lyons Black Rock PA Tax Income @ $10.68 per sh. pursuant to dividend reinvestment 02/02/01 Receipt of 12.576 shs. Hilliard Lyons Black Rock PA Tax Income @ $10.73 per sh. pursuant to dividend reinvestment 03/01/01 Receipt of 12.559 shs. Hilliard Lyons Black Rock PA Tax Income @ $10.73 per sh. pursuant to dividend reinvestment 04/02/01 Receipt of 12.535 shs. Hilliard Lyons Black Rock PA Tax Income @ $10.77 per sh. pursuant to dividend reinvestmnt 05/01/01 Receipt of 12.805 shs. Hilliard Lyons Black Rock PA Tax Income @ $10.57 per sh. pursuant to dividend reinvestment 06/01/01 Hilliard Lyons-tax exempt interest 07/02/01 Receipt of 12.857 shs. Hilliard Lyons tax exempt dividend pursuant to reinvestment of dividend $ 116.75 117.67 117.04 124.40 126.25 126.85 134.44 134.94 134.76 135.00 135.35 135.78 137.06 RECE''IPTS OF INCOME Estate of Eleanor P. Stanton For Period 06/21/00 Through 08/15/01 07/31/01 Hilliard Lyons-tax exempt dividend on Black Rock PA Tax Free Income Port Total Tax Exempt Interest TOTAL RECEIPTS OF INCOME $ 132.99 1,809.28 Page 32 $ 7,866.86 $ 13,899.69 DISBURS~]'I'S OF INCOME Page 33 Estate of Eleanor P. Stanton For Period 06/21/00 Through 08/15/01 Income Taxes 08/15/01 Reserve for PA Department of Revenue-paymexit of 2000-01 PA41 Fiduciary Incotre Tax $ 202.78 TOTAL DISBURSEMENTS OF INCOME $ 202.78 PROPOSID DISTRIBUTI~TS 'Ili BENEFICIARIES Page 34 Estate of Eleanor P. Stanton For Period 06/21/00 Through 08/15/01 To: Rose Mullican Residue of estate 08/15/01 The beneficiary will receive a 25% interest in the estate's residue, representing a portion of the following assets: Cash $ 75,633.86 (The deduction for Inheritance Tax on gift of 1995 Buick Riviera will be deducted out of this residue. The amount is $1,169.93) Total $ 75,633.86 To: Theodore Fickert Residue of estate 08/15/01 The beneficiary will receive a 25% interest in the estate's residue, representing a portion of the following assets: Cash 75,633.77 Total $ 75,633.77 To: Shirley Fickert Residue of estate 08/15/01 The beneficiary will receive a 25% interest in the estate's residue, representing a portion of the following assets: Cash 75,633.77 Total $ 75,633.77 ' PROPOSID DISTREBUTI~7S TO BII~IEFICIARIES Page 3~ Estate of Eleanor P. Stanton For Period 06/21/00 TYurough 08/15/01 To : IAUiS S . Fdwarr].s Residue of estate 08/15/01 The beneficiary will receive a 7.5% interest in the estate's residue, representing a portion of the following assets: Cash $ 22,690.12 Total $ 22,690.12 To: Lucille Edwar~3s Residue of estate 08/15/01 The beneficiary will receive a 7.5% interest in the estate's residue, representing a portion of the following assets: Cash 22,690.12 Total $ 22,690.12 To: Sally Stoner Residue of estate 08/15/01 The beneficiary will receive a 10% interest in the estate's residue, representing a portion of the following assets: ~}1 30, 253.50 Total $ 30,253.50 'TOTAL PROPOSED DISTRIBUTIONS 'PO BE[~FICIARIES $302,535.14 COMMONWEALTH OF PENNSYLVANIA: SS. COUNTY OF CUMBERLAND Jon F. LaFaver, Executor under the Last Will and Testament of Eleanor P. Stanton, deceased, hereby declares under oath (penalties of perjury) that he has fully and faithfully discharged the duties of his office; that the foregoing First and Final Account is true and correct and fully discloses all significant transactions occurring during the accounting period; that all known claims against the estate have been paid in full; that, to his knowledge, there are no claims now outstanding against the estate; and that all taxes presently due from the estate have been paid. J LaFaver, Executor Sworn to and subscribed before me this ~ day of 2001. ti~ ~~~ ~ ~~ Notary Public NC7TARIAL SEAL y TINA M. BURKEY, Notary Pu7?c New Cumberland Boro, Cumi,;.i ~=a~u; f;c. My Commission {xpires April ~~, 2~aa inventory of the real and personal estate of .__ ~ Eleanor P. Stanton deceased Inventory Estate of Eleanor P. Stanton From 06/21/00 To 03/16/01 Description Accrued Interest Value otal Cash on Hand Cash on hand 1,009.20 Ohio State Life Insurance-rronthly 1,026.22 ~ Social Security check 2,407.22 II I State F~nployees Retirement System 1,194.42 . I ,5,637.06 Checking Accounts I PNC Bank, N.A.-Checking Acct. 25.10 5,786.79 Savings Accounts I~ Harris Savings Bank-Savings Acct. 8.81 7,758.20 1 PNC Bank, N.A.-Savings Acct. 88.96 28,014.44 ` 5 ,''72.64 Money Market Accounts First Union Securities-Money Market 1,369.94 Hilliard Lyons-Black Rock MM 3.03 1,372.97 Cotnron Stocks j First Union Sec.-Ket~er TE Ins PA 9,698.90 First Union Sec.-Nuveen Ins PA #51 3,765.16 ` First Union Sec.-Nuveen Tax Ex Unit 5,844.72 I First Union Sec.-PA Insd Muss Ser 6,388.76 First Union Sec.-PA Insd Mun Inc Tr 18,783.40 First Union Sec.-PA Insd Mun Inc Tr 9,838.10 First Union Sec.-Nuveen PA Insd 5,120.50 First Union Sec.-PA Insd Mun Inc 1,201.70 COMMONWEALTH OF PENNSYLVANIA ~i ' COUNTY OF CUMBERLAND ~ ~~ Jon F. LaFaver being duly ~~•,~.•„ according to law, deposes and says that he ls~-be ;~aEeee~ter of the Estate of Eleanor P. Stanton late of - .New. Cumberland _ ____________ ,Cumberland County, Pa., deceased and thet the j ' .ter ., the said Executor within is an inventory made by .Ion F.--~;z-a _- - of the entire estate of said decedent, consisting of all the personal proparty and real estate, except real estate outside the Commonwealth of Pennsylvania, and that the figures opposite each item of the Inventory represent it's fair value as of the date of decedent's death. ~-~ /~ i~ and subscribed before me, on F. LaFaver Exaeutor - edlpj~y}~}gr 19 120 Carol Street New Cumberland, PA 17070 Address Date of Death 21 06 2000 Day lAon+h Yaar INSTRUCTIONS I. An inventory must be filed within three months after appointment of personal representative. 2. A supplement inventory must be filed within thirty days of discovery of additional assets. 3. Additional sheets may be attached as to personalty or realty 4. $ee Article IV, Fiduciaries Act of 1949. it .I } ~ F -~ W ~ ~O ~j O O I i ~ ~ ' ~ ~ ~ O W = 1- W a O Q. d ~ H N W J ,L N~ i ~ ~ W > Z O Q Z O ~ o O o Z ~ ~ ~ Z Q ~ ~ i I I a O L+ ~ I o d ~ ~ ~.' ! V O R1 I O 0• r C I ~ n. ~ , a. o a ~ ~ ~ I w 3 i o ~ ' z ~~ U ~ c ctt ~ ~ ~ -~ ~ ..~ w o ~, ~ d ~ ~ ~ ~ U ~ ii ° m •, Irn,~ntory Estate of Eleanor P. Stanton From 06/21/00 To 03/16/01 Description Accrued Interest Ualue Total First Union Sec.-Nuveen PA Insd 4,701.32 First Union Sec.-Van Karmen PA Tax 22,750.33 Hilliard Lyons-Black Rock PA Tax 37,206.46 AT&T Stock-12 shs. 423.00 PP&L comrron stock-10 shs. 228.13 Susquehanna Valley Federal Credit 22.18 3,652.51 Lucent Technologies stock-? sh. 62.00 129,664.99 Preferred Stocks PP&L 4 1/2 Preferred stock-20 shs. 1,320.00 Residences Property at 1833 Bridge St, 131,000.00 Household Goods & Furnis.'~ings Net proceeds of household goods 5,370.56 Misc. Personal Property Personal property to Rose Mullican 700.00 Personal property to Steve Mullican 200.00 Personal property to 'Theodore 150.00 Personal property as mentioned 95.00 Painting of dog 25.00 1,170.00 Refunds Ohio Casualty Group-refund on prem 94.85 The Patriot News Co.-refund 9.80 American Sentinel Insurance-refund 2.30 2 r Inv~.ntory Estate of Eleanor P. Stanton From 06/21/00 To 03/16/01 Description Accrued Interest Value Total Comcast-refund on service 11.93 Bell Atlantic-refund on service 11.56 Musselman's Funeral Home-refund 334.61 Keystone Insurance-premium refund 36.70 AARP-premium refund 28.00 Homeowners rebate from Corrnnnwealth 100.00 Comrrbnwealth of PA-refund 418.05 Travelers Property Casualty-refund 450.00 American Fidelity & Liberty Ins. 316.23 1,814.03 378,909.04 3 • ~ .- ~t.~,'~. ~ -. t NEN,~QQ1®SRLAND. PA 1'IO TO-._ ~ ~~` . r.. _ ..+_... ..~~ ...a~..W ...a. r.1va....~.~l.~.iJ'w.n .7r.p.: l) F Y - Y ...... .. ~~e A. `~~.'RS/' ~i...im~~R:uu...~.. ...s~44.raJaW..Ll...~_~l..r LAST WILL AND TESTAMENT OF ELEANOR P. STANTON I, ELEANOR P. STANTON, of the Borough-of New Cumberland, Cumberland County, Pennsylvania, being of sound mind, memory and understanding, do hereby make, publish and declare this as and for my Last Will and Testament, hereby revoking and making void any and all Wills by me at any time heretofore made. I. I direct that my Executor shall pay all my just debts and funeral expenses. II. I hereby make the following specific bequests: A. Unto my niece, Rose Mullican: the framed award in German which was given to my mother, now hanging in ,~ the front bedroom; all of my clocks; the marble top table in my living room and one framed watch in my southeast bedroom (so marked on the back). B. Unto Steve Mullican: the framed awards and memorabilia formerly belonging to my late husband, W.J. Stanton. C. Unto my nephew, Theodore Fickert: one framed watch in my southeast bedroom (so marked on the back). D. Unto Rose Mullican, Theodore Fickert and Shirley Fickert: such of my artworks, books, paintings and pottery which they may desire - Rose Mullican to Qi have first choice, and any disagreement shall be resolved by my executor, whose decision shall be final . ~` E. Unto the New Cumberland Public Library: the painting of my dog Patti, to be hung in the Library, and also ~ any of my artworks, books, paintings and pottery not selected in "D" above, which it may select. "V 1 III, All the rest, residue and remainder of my estate, whether real personal or mixed, and wheresoever situate=I hereby give, devise and bequeath as follows: A. Twenty-five percent (25~) unto my nephew, THEODORE FICKERT B. Twenty-five percent (25~) unto SHIRLEY FICKERT C. Twenty-five percent (25~) unto my niece, ROSE MULLIGAN D. Fifteen percent (15$) unto my friends LOUIS S. EDWARDS and LUCILLE EDWARDS, his wife. E. Ten percent (10$) unto my friend SALLY STONER. IV. I hereby nominate, constitute and appoint my attorney and friend, JON F. LaFAVER as executor of this my Last Will and Testament. V. No fiduciary serving under this Will shall be required to post bond in this jurisdiction or in any jurisdiction in which he may act. IN WITNESS WHEREOF, I, ELEANOR P. STANTON, the above named Testatrix, have unto this, my Last Will and Testament, set my hand and seal this f ,Q,~ day of June 2000. E~az P, ~'o~zt~n , , 2 V ~ • ~ . ~ ~ ~ SIGNED, SEALED, PUBLISHED AND DECLARED by ELEANOR P. STANTON, the above named Testatrix, as and for her Last Will and Testament, in the presence of us, who have hereunto subscribed our names as witnesses at her request, in the presence of the said Testatrix and of each other . J LaFaver aneen S. aFaver 3 THE PATRIOT NEWS THE SUNDAY PATRIOT NEWS Proof of Publication Under Rct No. 587. Rooroued May 16.1929 Commonwealth of Pennsylvania, County of Dauphin} ss Michael Morrow being duly sworn according to law, deposes and says: That he is the Assistant Controller of THE PATRIOT-NEWS CO., a corporation organized and existing under the laws of the Commonwealth of Pennsylvania, with its principal office and place of business at 812 to 818 Market Street, in the City of Harrisburg, County of Dauphin, State of Pennsylvania, owner and publisher of THE PATRIOT-NEWS and THE SUNDAY PATRIOT-NEWS newspapers of general circulation, printed and published at 812 to 818 Market Street, in the City, County and State aforesaid; that THE PATRIOT-NEWS and THE SUNDAY PATRIOT-NEWS were established March 4th, 1854, and September 18th, 1949, respectively, and all have been continuously published ever since; That the printed notice or publication which is securely attached hereto is exactly as printed and published in their regular daily and/or Sunday and Metro editions/issues which appeared on the 1st, 8th and 15th day(s) of August 2000. That neither he nor said Company is interested in the subject matter of said printed notice or advertising, and that all of the allegations of this statement as to the time, place and character of publication are true; and That he has personal knowledge of the facts aforesaid and is duly authorized and empowered to verify this statement on behalf of The Patriot-News Co. aforesaid by virtue and pursuant to a resolution unanimously passed and adopted severally by the stockholders and board of directors of the said Company and subsequently duly recorded in the office for the Recording of Deeds in and for said County f Daup n in Miscellaneous Book "M", Volume 14, Page 317. I PUBLICATION COPY 17th d~i of Atlgest 2000 A.D. Notarial Seal Terry L. Russell, Notary Pub'c Harrisburg, Dauphin County My Commission Expires June 6, 2002 TARY PUBLIC Member, Pennsylvania Association of Notate commission expires June 6, 2002 STONE, LAFAVER & SHEKLETSKI ATTN: DAVID H. STONE 414 BRIDGE STREET NEW CUMBERLAND, PA. 17070 Statement of Advertisina Costs To THE PATRIOT-NEWS CO., Dr. For publishing the notice or publication attached hereto on the above stated dates $ 88.65 Probating same Notary Fee(s) $ 1.50 Total $ 90.15 Publisher's Receipt for Advertising Cost THE PATRIOT-NEWS CO., publisher of THE PATRIOT-NEWS and THE SUNDAY PATRIOT-NEWS, newspapers of general circulation, hereby acknowledge receipt of the aforesaid notice and publication costs and certifies that the same have been duly paid. THE PATRIOT-NEWS CO. By .................................................................... PROOF OF PUBLICATION OF NOTICE IN CUMBERLAND LAW JOURNAL (Under Act No. 587, approved May 16, 1929), P. L.1784 STATE OF PENNSYLVANIA COUNTY OF CUMBERLAND ss. Roger M. Morgenthal, Esquire, Editor of the Cumberland Law Journal, of the County and State aforesaid, being duly sworn, according to law, deposes and says that the Cumberland Law Journal, a legal periodical published in the Borough of Carlisle in the County and State aforesaid, was established January 2, 1952, and designated by the local courts as the official legal periodical for the publication of all legal notices, and has, since January 2, 1952, been regularly issued weekly in the said County, and that the printed notice or publication attached hereto is exactly the same as was printed in the regular editions and issues of the said Cumberland Law Journal on the following dates, viz: AUGUST 11, 18, 25, 2000 Affiant further deposes that he is authorized to verify this statement by the Cumberland Law Journal, a legal periodical of general circulation, and that he is not interested in the subject matter of the aforesaid notice or advertisement, and that all allegations in the foregoing statements as to time, place and character of publication are true. Roger .Morgenthal, Editor 3taatoa, Eleaaor P., decd. Late of the Borough of New Cum- berland. Executor: Jon F. LaFaver, 120 Carol Street, New Cumberland, PA 17070. Attorneys: David H. Stone, Esquire, Stone LaFaver & Shekletski, P.O. Box E, New Cumberland, PA 17070. SWORN TO AND SUBSCRIBED before me this 25 day of AUGUST, 2000_ NOTAR1Al SEi-L ~ LOTS E. SIdYDER, hbtary PubKc Corti~l~ boro, CumbKlond Coumy, PA My Coenmi~won EapitN Morch 3, 2001 E CERTIFICATION OF NOTICE UNDER RULE 5.6 (a) Name of Decedent: Dale Emerson Myers, Sr. Date of Death: June 7, 2001 Will No: 2001-00611 To the Register: I certify that notice of beneficial interest required by Rule 5.6(a) of the Orphan's Court Rules were served on or mailed to the following beneficiaries of the above captioned estate on: September 10, 2001 Name Address Dale Emerson Myers 102 Marco Circle Shippensburg, Pa. 17257 David Eugene Myers 2814A FCE Mcguire, NJ 08641 Notice has now been given to all persons entitled thereto under Rule 5.6 (a) except: None. ~~\ 1 Date: 9/10/01 H. Anthony ams, Esquire 128 E. King Street Shippensburg, PA 17257 Telephone: (717)-532-3270 Counsel for Personal Representatives COMMONWEALTH OF R~V_1500 OFFICIAL USEONLV PENNSYLVANIA DEPARTMENT / / _ ~ , /© ~~ I (p `r OF REVENUE INHERITANCE TAX RETURN FILE NUMBER DEPT. 280601 HARRISBURG, PA ?7128-0601 RESIDENT DECEDENT ~~L---DEAR-~- -~- ~ N~ ER~ DECEDENT'S NAME (LAST. FIRST, AND MIDDLE INITIAL ) SOCIAL SECURITY NUMBER F- Z LJJ Dale Emerson M ers Sr 2 0 1- 1 6- 0 4 5 7 DATE OF DEATH (MM-DD-Year) DATE OF BIRTH (MM-DD-Year) THIS RETURN MUST BE FILED IN DUPLICATE WITH THE V 06/07/2001 11/04/1927 REGISTER OF WILLS lJJ 0 (IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL) SOCIAL SECURITY NUMBER a Q ?. Original Return ~ 2. Supplemental Return ~ 3 Remainder Return (date of d th l2 13 ~ a Y U ~ 4. Limited Estate ~ 4a. Future Interest Compromise (dace ofdeatb arter tz-l2-az> . ea pnorto - -82) ~ 5. Federal Estate Tax Return Required c=i i m X~ 6. Decedent Died Testate (Attacb copy of wIII) ~ 7. Decedent Maintained a Living Trust (Attacn copy orTrust) 8. Total Number of Safe Deposit Boxes a ~ 9. Litigation Proceeds Received ~ 10. SpOUSaI POVerty Credlt (date of death between 12-31-91 and 1-i-95) _ ~ 11. Election to tax under Sec. 9113(A) (Attacb sob of F THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AN D CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO: w NAME COMPLETE MAILING ADDRESS °z H. Anthon Adams 128 East King Stree t N FIRM NAME pt Applicable) w p TELEPHONE NUMBER 717-532-3270 Shi ensbur Pa 17257 Z O H Q J a Q U w 1. Real Estate (Schedule A) (1) _ 7~ .00 p ~ OFFICI,gquSE ONLY' ~ 2. Stocks and Bonds (Schedule B) {2) z ~" ' r, _ 3. Closely Held Corporation, Partnership orSole-Proprietorship (3) C. A ~ 4. Mortgages & Notes Receivable (Schedule D) (4) ~ 5. Cash, Bank Deposits & Miscellaneous Personal Property (5) X;607.90 ;~ (Schedule E) p0 u~:. 6. Jointly Owned Property (Schedule F) (6) 3~~952.89 ~ Uo -"~ Separate Billing Requested 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (7) (Schedule G orL) 8. Total Gross Assets (total Lines 1-7) (g) 115,560.79 9. Funeral Expenses & Administrative Costs (Schedule H) (9) 10,590.85 10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) (10) 11. Total Deductions (total Lines 9 & 10) (11) 10,590.85 12. Net Value of Estate (Line 8 minus Line 11) (12) 104,969.94 13. Charitable and Governmental Bequests/Sec 9113 Trusts for which an election to tax has not been (13) made (Schedule J) 14. Net Value Subject to Tax (Line 12 minus Line 13) (14) 104,969.94 SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES Z ~ 15. Amount of Line 14 taxable at the spousal tax rate, or transfers under Sec. 9116 (a)(1.2) X (15) F- ~ 16. Amount of Line 14 taxable at lineal rate 104,969.94 X .045 (16) 4,723.65 d 17. Amount of Line 14 taxable at sibling rate X .12 (17) ~ 18. Amount of Line 14 taxable at collateral rate X .15 (18) X a 19. Tax Due (19) 4,723.65 > > BE SURE TO ANSWER ALL QUESTIONS ON REVERSE SIDE AND RECHECK MATH < < ~ ~,. ~eceaeni s ~ompiete Address: STREET ADDRESS 107 South Queen Street clrv Shippensburg srATE Pa ZIP 17257 Tax Payments and Credits: 1. Tax Due (Page 1 Line 19) (1) 4,723.65 2. Credits/Payments A. Spousal Poverty Credit B. Prior Payments C. Discount Total Credits (A + B +C) (2) 3. InteresUPenalty if applicable D. Interest E. Penalty Total InteresUPenalty (D + E) (3) 4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT. Check box on Page 1 Line 20 to request a refund (4) 5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5) 4, 723.65 A. Enter the interest on the tax due. (5A) B. Enter the total of Line 5 +5A. This is the BALANCE DUE. (5B) 4,723.65 Make Check Payable to: REGISTER OF WILLS, AGENT PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS 1. Did decedent make a transfer and: Yes No a. retain the use or income of the property transferred : ................................................................... ........ ^ X^ b. retain the right to designate who shall use the property transferred or its income : ................................ ........ ^ ^X c. retain a reversionary interest; or .............................................................................................. ........ ^ d. receive the promise for life of either payments, benefits or care? ..................................................... ........ ^ X^ 2. If death occurred after December 12, 1982, did decedent transfer property within one year of death without receiving adequate consideration? ....................................................................................... ........ ^ X^ 3. Did decedent own an "intrust for" or payable upon death bank account or security at his or her death? ......... ........ ^ ^X 4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which contains a beneficiary designation? ..........................................................................:.................... ........ ^ ^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. Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct and complete, Declaration of preparer her than the personal representative is based on all information of which preparer has any knowle~ e. SI TURE OF P RSON RESPONSIBLE FOR FILING RETURN DATE j :. .~C,vw- ADDRESS SIGNAFllf4E OF ATIVE DATE ~' ~ f~Ci For dates of death on or after July 1, 1994 and before January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 3% [72 P.S. §9116 (a) (1.1) (i)]. For dates of death on or after January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 0% [72 P.S. §9116 (a) (1.1) (ii)j. The statute does not exempt a transfer to a surviving spouse from tax, and the statutory requirements for disclosure of assets and filing a tax return are still applicable even if the surviving spouse is the only beneficiary. For dates of death on or after July 1, 2000: The tax rate imposed on the net value of transfers from a deceased child twenty-one years of age or younger at death to or for the use of a natural parent, an adoptive parent, or a stepparent of the child is 0% (72 P.S. §9116(a)(1.2)]. The tax rate imposed on the net value of transfers to or for the use of the decedent's lineal beneficiaries is 4.5%, except as noted in 72 P.S. §9116(1.2) [72 P.S. §9116(a)(1)]. The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is 12% [72 P.S. §9116(a)(1.3)]. Asibling is defined, under Section 9102, as an individual who has at least one parent in common with the decedent, whether by blood or adoption. REV-15C?Ex ~ (t~97) SCHEDULE A COMMONWEALTH OF PENNSYLVANIA REAL ESTATE INHERITANCE TAX RETURN RE (DENT D EDENT ESTATE OF FILE NUMBER Dale Emerson Mvers Sr All real property owned solely or as a tenant in common must be reported at fair market value. Fair market value is defined as the price at which property would be exchanged between a willing buyer and a willing seller, neither being compelled to buy or sell, both having reasonable knowledge of the relevant facts. Real property which is jointly-owned wkh right of survivorshi must be disclosed on Schedule F. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1. 1. Lot of land together with dwelling house thereon erected located at 107 South Queen 60,000.00 Street, Shippensburg, Cumberland County,Pa. 17257 2 Lot of unimproved land lying and being situate in Lurgan Township, Franklin County, Pa. 15,000.00 TOTAL (Also enter on line 1, Recapitulation) I 3 75 (If more space is needed, insert additional sheets of the same size) REV iS.:B E% - (i ~97~ SCHEDULE E ~+ COMMONWEALTH OF PENNSYLVANIA CASH, BANK DEPOSITS, & MISC. INHERITANCE TAX RETURN PERSONAL PROPERTY RESIDENT DECEDENT ESTATE OF FILE NUMBER Dale Emerson Mvers Sr Include the proceeds of litigation and the date the proceeds were received by the estate. All property jointly-owned with the right of survivorship must be disclosed on Schedule F. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1. 1. Checking account at Mellon Bank Acct # 412-527-5208 1,107.90 2. 1990 Oldsmobile Cutlass 500.00 TOTAL (Also enter on line 5, Recapitulation) I $ 1 607 9 (If more space is needed, insert additional sheets of the same size) REV-1509 Ex • (t-9T) SCHEDULE F COMMONWEALTH OF PENNSYLVANIA JOINTLY-OWNED PROPERTY INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER Dale Emerson Myers Sr If an asset was made joint within one year of the decedent's date of death, it must be reported on Schedule G. SURVIVING JOINT TENANT(S) NAME ADDRESS RELATIONSHIP TO DECEDENT A. Dale E. Myers Jr. e David E. Myers c JOINTLY-OWNED PROPERTY: 102 Marco Circle Shippensburg, Pa. 17257 2814 AFCE Mcguire, NJ 08641 son son ITEM NUMBER LETTER FOR JOINT TENANT DATE MADE JOINT DESCRIPTION OF PROPERTY Include name of financial institution and bank account number or similar identifying number. Attach deed for jointly-held real estate. DATE OF DEATH VALUE OF ASSET °/ OF DECD'S INTEREST DATE OF DEATH VALUE OF DECEDENT'S INTERESI 1. A.i3 1995 Allfirst Account #00974-1840-4 110,417.22 33. 36,437.68 1. A.B 1995 Allfirst Account # 00161-6056-8 7,621.86 33. 2,515.21 TOTAL (Also enter on line 6, Recapitulation) I $ 38 952 89 (If more space is needed, insert additional sheets of the same size) RPM- =': Ex - ' AT) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE G INTER-VIVOS TRANSFERS & MISC. NON-PROBATE PROPERTY ESTATE OF FILE NUMBER Dale Emerson Mvers Sr This schedule must be completed and filed if the answer to any of questions 1 through 4 on the reverse side of the REV-1500 COVER SHEET is yes. ITEM NUMBER DESCRIPTION OF PROPERTY INCLUDE THE NAME OF THE TRANSFEREE. THEIR RELATIONSHIP TO DECEDENT ANO THE DATE OF TRANSFER. ATTACH ACOPY OF THE DEED FOR REAL ESTATE DATE OF DEATH VALUE OF ASSET % OF DECD'S INTEREST EXCLUSION (IF APPLICABLE) TAXABLE VALUE 1. None 1. TOTAL (Also enter on line 7, Recapitulation) I S (If more space is needed, insert additional sheets of the same size) REV-'S'tEx ~;tA7I SCHEDULE H COMMONWEALTH OF PENNSYLVANIA FUNERAL EXPENSES & INHERITANCE TAX RETURN ADMINISTRATIVE COSTS RESIDENT DECEDENT ESTATE OF FILE NUMBER Dale Emerson Mvers Sr Debts of decedent must be reported on Schedule I. ITEM NUMBER DESCRIPTION AMOUNT A. FUNERAL EXPENSES: 1. Fogelsanger Bricker Funeral Home Inc. 5,956.00 B. 1 2. 3. 4. 5. 6. 7. 8. 9. 10 11 12 13 14 15 ADMINISTRATIVE COSTS: Personal Representative's Commissions Name of Personal Representative (s) Social Security Number(s) / EIN Number of Personal Representative(s) _ Street Address City State _ Year(s) Commission Paid: Attorney Fees H. Anthony Adams Family Exemption: (If decedent's address is not the same as claimant's, attach explanation) Claimant Street Address City State Relationship of Claimant to Decedent Probate Fees Register of Wills Accountant's Fees Tax Retum Preparers Fees Comcast Cable Zullinger-Brenize Lawn service GPU Electric Sprint Leffler, Inc. Borough of Shippensburg (utilities) Real Estate Taxes Lititz Mutual Insurance (property insurance) Ausherman Real Estate (appraisals) 1,950.00 244.00 49.34 190.80 99.41 194.83 264.61 585.96 352.90 303.00 400.00 TOTAL (Also enter on line 9, Recapitulation) I $ 10.590.85 Zip Zip (If more space is needed, insert additional sheets of the same size) REV-i5~3 Ex -jt-97~ c ~ SCHEDULE) COMMONWEALTH OF PENNSYLVANIA BENEFICIARIES INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER uale me rson Ivl er ar RELATIONSHIP TO DECEDENT AMOUNT OR SHARE NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY Do Not List Trustee(s) OF ESTATE [ 1. TAXABLE DISTRIBUTIONS (include outright spousal distributions} 1. Dale Emerson Myers, Jr son 50% 102 Marco Circle Shippensburg, Pa. 17257 2. David Eugene Myers son 50% 2814 AFCE Mcquire, NJ 08641 ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 17, AS APPROPRIATE , ON REV 1500 COVER SHEET [[ NON-TAXABLE DISTRIBUTIONS: _ 1. A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE 1. 1. B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS 1. TOTAL OF PART II -ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV 1500 COVER SHEET ~ (If more space is needed, insert additional sheets of the same size) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG, PA 17128-0601 PENNSYLVANIA RECEIVED FROM: INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT INITIALS: SK RECEIVED BY: MARY C. LEWIS N0. CD 000709 ADAMS H ANTHONY 128 E KING ST SHIPPENSBURG, PA 17257 fold ESTATE INFORMATION: ssrv: 2o1-1s-o457 FILE NUMBER: 21-2001- 061 1 DECEDENT NAME: MYERS DALE EMERSON SR DATE OF PAYMENT: 01 /02/2002 POSTMARK DATE: 00/00/0000 couNTY: CUMBERLAND DATE OF DEATH: 06/07/2001 ACN ASSESSMENT CONTROL NUMBER REV-1162 EX~11-96) AMOUNT 101 ~ 54,723.65 TOTAL AMOUNT PAID: REMARKS: DALE EMERSON MYERS JR C/O H ANTHONY ADAMS CHECK# 2977 SEAL 54, 723.65 REGISTER OF WILLS REGISTER OF WILLS ~ ~~ " ~~~ ~-3 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION NOTICE OF INHERITANCE TAX DEPT. 280601 APPRAISEMENT, ALLONANCE OR DISALLOWANCE HARRISBURG, PA 17128-oboe OF DEDUCTIONS AND ASSESSMENT OF TAX REY-15f7 EX AFF t1Y-00) R(:~`~' ~~ATE 02-11-2002 RE=; ;:_~ ESTATE OF MYERS DALE E DATE OF DEATH 06-07-2001 FILE NUMBER 21 01-0611 'O2 FE8 ~ ~ ~ ~ :,~BUNTY CUMBERLAND ADAMS H ANTHONY ACN 101 128 E KING ST Amount Remitted SHIPPENSBURG PA 17257~;~it MAKE CHECK PAYABLE AND REMIT PAYMENT T0: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 CUT ALONG THIS LINE - RETAIN LOWER PORTION FOR YOUR RECORDS ~ ---------------------------------------------------------------------------------------------------------------- REV-1547 EX AFP (12-00) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF MYERS DALE E FILE N0. 21 01-0611 ACN 101 DATE 02-11-2002 TAX RETURN WAS: (X) ACCEPTED AS FILED ( ) CHANGED RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. Real Estate (Schedule A) (1) 75,000.00 NOTE: To insure proper 2. Stocks and Bonds (Schedule B) (2) .00 credit to your account, 3. Closely Held Stock/Partnership Interest (Schedule C) (3) .00 submit the upper portion 4. Mortgages/Notes Receivable (Schedule D) (4) .00 of this fore with your 5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5l 1,6 07.9 0 tax payment. 6. Jointly Owned Property (Schedule F) (6) 38,952.89 7. Transfers (Schedule G) (7) .00 8. Total Assets (g) 115,560.79 APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) 10,590.85 [9) 10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) .00 11. Total Deductions (li) 1 D . X90 "8q 12. Net Value of Tax Return (12) 104,969.94 13. Charitable/Governmental Bequests; Non-elected 9113 Trus ts (Schedule J) (13) .00 14. Net Value of Estate Subject to Tax (14) 104, 969.94 NOTE: if an assessment was issued previously, lines 14, 15 andior 16, 17, 18 and 19 will reflect figures that include the total of ALL returns assessed to date. ASSESSMENT OF TAX: 15. Amount of Line 14 at Spousal rate (15) .00 X 00 _ .00 16. Amount of Line 14 taxable at Lineal/Class A rate (16) 104,969.94 X 045. 4,723.65 17. Amount of Lina 14 at Sibling rate (17) .00 X 12 - .00 18. Amount of Lins 14 taxable at Collateral/Class B rate (18) .00 X 1 5 - .00 19. Principal Tax Due (lq)= 4,723.65 TAY f`DC1fTTC. M DATE P NUMBER D SCOUN [+) INTEREST/PEN PAID (-) p~~ pAID 01-02-2002 CD000709 .00 4,723.65 TOTAL TAX CREDIT 4,723.65 BALANCE OF TAX DUE .00 INTEREST AND PEN. .00 TOTAL DUE .00 * IF PAID AFTER DATE INDICATED, SEE REVERSE ( IF TOTAL DUE IS LESS THAN S1, NO PAYMENT IS REQUIRED. FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A ''CREDIT'' (CR), YOU NAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.) RESERVATIDN: Estates of decedents dying on or before Decewber 12, 1982 -- if any future interest in the estate is transferred in possession or enjoywent to Class B [collateral) beneficiaries of the decedent after the expiration of any estate for life or for years, the Coawonwealth hereby expressly reserves the right to appraise and assess transfer Inheritance Taxes at the lawful Class B (collateral] rate on any such future interest. PURPOSE OF NOTICE: To fulfill the requirewents of Section 2140 of the Inheritance and Estate Tax Act, Act 23 of 2000. (72 P.S. Section 9140). PAYMENT: Detach the top portion of this Notice and subwit with your pageant to the Register of Wills printed on the reverse side. --Make check or woney order payable to: REGISTER OF HILLS, AGENT REFUND (CR): A refund of a tax credit, which was net requested on the Tax Return, way be requested by cowpleting an ^Application for Refund of Pennsylvania Inheritance and Estate Tax^ (REV-1313). Applications are available at the Office of the Register of Mills, any of the 23 Revenue District Offices, or by calling the special 24-hour answering service for forws ordering: 1-800-362-2050; services for taxpayers with special hearing and / or speaking needs: 1-800-447-3020 (TT only). OBJECTIONS: Any party in interest not satisfied with the appraisewent, allowance, or disallowance of deductions, or assesswent of tax [including discount or interest) as shown on this Notice roust object within sixty (6D) days of receipt of this Notice by: --written protest to the PA Departwent of Revenue, Board of Appeals, Dept. 281021, Harrisburg, PA 17128-1021, OR --election to have the wetter deterwined at audit of the account of the personal representative, OR --appeal to the Orphans' Court. ADMIN- ISTRATIVE CORRECTIONS: Factual errors discovered on this assesswent should be addressed in writing to: PA Oepartwent of Revenue, Bureau of Individual Taxes, ATTN: Post Assesswent Review Unit, Dept. 280601, Harrisburg, PA 17128-0601 Phone [717) 787-6505. See page 5 of the booklet ^Instructions far Inheritance Tax Return for a Resident Decedent^ (REV-1501) for an explanation of adwinistratively correctable errors. DISCOUNT: If any tax due is paid within three C3) calendar wonths after the decedent's death, a five percent CS%) discount of the tax paid is allowed. PENALTY: The 15% tax awnesty non-participation penalty is cowputed on tfie total of the tax and interest assessed, and not paid before January 18, 1996, the first day after the end of the tax awnesty period. This nan-participation penalty is appealable in the sane wanner and in the the sane tine period as you would appeal the tax and interest that has bean assessed as indicated on this notice. INTEREST: Interest is charged beginning with first day of delinquency, or nine [9) wonths and one fl) day frow the date of death, to the date of paywant. Taxes which becaae delinquent before January 1, 1982 bear interest at the rate of six (6%) percent per annuw calculated at a daily rate of .000164. All taxes which becaae delinquent on and after January 1, 1982 will bear interest at a rate which will vary frow calendar year to calendar year with that rate announced by the PA Departwent of Revenue. The applicable interest rates for 1982 through 2002 are: Year Interest Rate Daily Interest Factor Year Interest Rate Daily Interest Factor 1982 20% .000548 1992 9% .000247 1983 16% .000438 1993-1994 7% .000192 1984 11% .000301 1995-1998 9% .000247 1985 13% .000356 1999 7% .000192 1986 10% .000274 2000 8% .000219 1987 9% .000247 2001 9% .000247 1988-1991 11% .000301 2002 6% .000164 --Interest is calculated as follows: INTEREST = BALANCE OF TAX UNPAID X NUMBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR --Any Notice issued after the tax becowes delinquent will reflect an interest calculation to fifteen (15) days beyond the date of the assesswent. If paywant is wade after the interest cowputation date shown on the Notice, additional interest roust be calculated. ,; ":,, ~x . ~ ., . ~ ~ ~ ~ , :~~r ,` f,~ ~ m O a .+ tit "' ~ o oca z a '' Zv ~ i m ~ a t ~ t ~ m i -~z +~ Q z ^~ t- m+n 7~ w tQ 'a4 t Wh xM ~ ma~i~'~ ~ ` "" ~:~E Q u~wat-a z =- n Q~ ~ ~ -n ~ W C9 :.. ~. ~ to F22m tY s ~ "~ cn maza~ ... w rua~t-oW ._~ ~~ ~ (A F- -+¢z a ~3~3a _ ~ w ¢aC H _ . _ ~ ~ _ go7a~ as~.••s,n .v. ,~~ - CL , ra 7 r^ O Z ~3,' i ~•~ = w ' ~~a c~.t - N = '~t~i ~ r - 2 ~- (A ? ~c+~ ~`~ _ D ,.~ ~.~~ p .. N {~~ I ~ ~~ s~ G., .' ~ ~ •~, . i] Li.. ./ ~- 1.. Q V NN JZ ~ Q Wo ~2 Nr ;`~ p~ =a W W o~C ~ F- = p ~LL VQ W~ U Q Y W J V ofj f s STATUS REPORT UNDER RULE 6.12 Name of Decedent: ~ a'~ t~ VV~~id' So ~ ~ ~-1 f' ~`~ Date of Death: ~ ~~ Will No.: Admin. No.: ~` G~(o ~ 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 whether administration of the estate is complete: Yes ~ 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 re resentative 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 e resentative state an account informally to the parties in interest? Yes No i] c. Copies of receipts, releases, joinders and approval of formal or informal accounts maybe filed with the Clerk of the Orphans' Court and maybe attached to this re ort. Date: ~;~~ i r lI Signature ~~ to ~„ ~? ' ~~ Name 1 ~ ~4 ~ . t~('cmc~ e m _, ~ P~ l7~-~~ ~ ~;~ Address :,a ~ o ,~~ =: ;;;~ ~; Telephone No. Capacity: Q Personal Representative Counsel for personal representative Cumberland County - Register Of Wills Hanover and High Street f ~ Carlisle, PA 17013 Phone:(717) 240-6345 Date: 5/07/2003 MYERS DALE EMERSON JR 102 MARCO CIRCLE SHIPPENSBURG, PA 17257 RE: Estate of MYERS DALE EMERSON SR File Number: 2001-00611 Dear Sir/Madam: It has come to my attention that you have not filed the Status Report by Personal Representative (Rule 6.12) in the above captioned estate. As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES, NO. 103 SUPREME COURT RULES DOCKET NO. 1, for decedents dying on or after July 1, 1992, the personal representative or his counsel, within two (2) years of the decedent's death, shall file with the Register of Wills a Status Report of completed or uncompleted administration. This filing will become delinquent on: 6/07/2003 Your prompt attention to this matter will be appreciated. Thank You. Sincerely, DONNA M. OTTO DEPUTY REGISTER OF WILLS cc: File Counsel Judge