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HomeMy WebLinkAbout01-0592 LAWOFF'CES OF HAROLD S. IRWIN, III A TTORNEY-A T-LAW HAROLD S. IRWIN, I I I JOHN J. BARANSKI, JR. HITNER HOUSE, SUITES 201 and 202 35 EAST HIGH STREET CARLISLE, PENNSYLVANIA 17013 717 -243-6090 PHONE HEATHER A. BARBOUR RHONDA S. IRWIN PARALEGALS www.irwinlawoffice.com e-mail: irwinlaw@epix.net 717-243-9200 FACSIMILE 11 June;4: 2001 REGISTER OF WILLS CUMBERLAND COUNTY COURTHOUSE 1 COURTHOUSE SQ CARLISLE PA 17013 RE: Trout v. Bingaman Dear Sir or Madam: Enclosed for filing, please find an amended petition for filing in this matter. The original petition in this matter was filed in the Prothonotary's office. Judge Guido issued a Rule upon the respondents to show cause why they should not be required to file an accounting of their actions with petitioner's assets and make restitution to her of any amounts which they may inappropriately converted to their own use and benefit. The respondents then filed preliminary objections to that petition, alleging, inter alia, that the Court does not have jurisdiction to hear this matter. They contend that state law provides that the Orphans' Court Division alone has jurisdiction over matters having to do with the exercise of a general power of attorney, which is the subject of this action. Accordingly, I have amended the petition and now file it with the Orphans' Court Division. As mentioned, Judge Guido signed the order attached to the original petition. However, since this is an Orphans' Court matter, it may have to be assigned to Judge Hoffer or one of the other judges. Thank you for your consideration in this matter. Si~'1reIY,/ J ~ . lVl/Ill#4de /IJ~ Harold S. Irwin, II - ~ t., HAROLD S. IRWIN, III, ESQUIRE ATTORNEY ID NO. 29920 35 EAST HIGH STREET CARLISLE PA 17013 (717) 243-6090 ATTORNEY FOR PETITIONER BERTHA L. TROUT, also known: IN THE COURT OF COMMON PLEAS OF as BERTHA O. TROUT, : CUMBERLAND COUNTY, PENNSYLVANIA Petitioner : ORPHANS COURT DIVISION v. : NO. ~J - c:J1 - 5'1 ~ EILEEN C. BINGAMAN and LON : H. BINGAMAN, her husband, Respondents: ORDER OF COURT NOW, this li-~y of June, 2001, on petition of Bertha L. Trout, also known as Bertha O. Trout, and on motion of Harold S. Irwin, III, Esquire, attorney for petitioner, a rule is hereby issued upon defendants to show cause why they should not be required to file an accounting and pay restitution to the petitioner. Rule returnable ~ days after service upon respondents' attorney of record, Kent H. Patterson, Esquire, by certified mail. By the Court, . ,. ", BERTHA L. TROUT, also known: IN THE COURT OF COMMON PLEAS OF as BERTHA O. TROUT, : CUMBERLAND COUNTY, PENNSYLVANIA Petitioner : ORPHANS COURT DIVISION Y. EILEEN C. BINGAMAN and LON : NO. H. BINGAMAN, her husband, Respondents: AMENDED PETITION FOR RULE TO SHOW CAUSE NOW comes Bertha L. Trout, also known as Bertha O. Trout, by her attorney, Harold S. Irwin, III, and presents this amended petition for a rule to show cause, representing as follows: 1. Petitioner is Bertha L. Trout, also known as Bertha O. Trout, an adult individual residing at Outlook Pointe, 1100 Grandon Way, Mechanicsburg, Cumberland County, Pennsylvania 17055. 2. Respondents are Eileen C. Bingaman and her husband, Lon H. Bingaman, adult individuals residing at 270 Pleasant Hill Road, Lewisberry, York County, Pennsylvania 17339. 3. On or about July 18,1997, while living with respondents at their residence and at the suggestion of respondents, petitioner executed a document wherein she appointed respondent Eileen C. Bingaman as her attorney-in-fact. A copy of said power of attorney is incorporated herein by reference and attached hereto as Exhibit "A". 4. Subsequently, respondent Eileen C. Bingaman began acting as attorney- in-fact for petitioner pursuant to the general grant of powers contained therein and, it is believed and therefor averred, handling all financial and other related affairs for petitioner after that date. ", 5. At the time of the appointment of respondent Eileen C. Bingaman as attorney-in-fact for petitioner, petitioner was the owner of substantial stock investments, bank accounts and other assets, the exact extent of which is unknown at present, but which are known to have been valued in excess of $300,000.00. 6. By virtue of said investments, at that time petitioner was receiving substantial income in the form of stock dividends, interest, pension payments, social security and otherwise, which income, it is believed and therefor averred, was significantly more than the cost of her care and maintenance. 7. In 1999 and again in 2000, respondents delivered petitioner to an assisted care facility and, in fact, were successful in obtaining petitioner's agreement to move her residence to Outlook Pointe, a multi-level care assisted living facility located at 1100 Grandon Way, Mechanicsburg, Cumberland County, Pennsylvania 17050. 8. After petitioner's move to Outlook Pointe, respondents continued to act as her attorney-in-fact, managing all of the financial affairs of petitioner, including, but not limited to the preparation and filing of her income tax returns, managing her bank accounts, paying her bills, entering her safe deposit box, making deposits into and withdrawals from her bank accounts, etc. 9. However, petitioner believes and therefor avers that respondent also at this time began to liquidate petitioner's assets by selling petitioner's stock investments and converting the proceeds of said sales, along with the bulk of petitioner's remaining assets into new investments and / or assets in the name of respondents and / or in the joint names of petitioner and respondents. " '''., 1 O. Neither the liquidation of such assets, nor the conversion of the assets into the names of respondents, was done with the knowledge, permission or direction of petitioner. 11. Ultimately, respondent Eileen C. Bingaman failed to make payment of petitioner's monthly account at Outlook Pointe and due to the liquidation and conversion of her assets by respondent, petitioner no longer has sufficient income to meet her monthly expenses for nursing care or for other personal expenses. In fact, her only income appears to be from her retirement account and social security. 12. On February 9,2001, due to nonpayment of petitioner's nursing home account and the refusal of respondents to respond to the efforts of the petitioner and the staff from Outlook Pointe to communicate with them, petitioner executed document whereby she revoked the power of attorney previously granted to Eileen C. Bingaman. A copy of this revocation is incorporated herein by reference and attached hereto as Exhibit "B". 13. On March 19, 2001, petitioner executed another revocation of said power of attorney, a copy of which revocation is incorporated herein by reference and attached hereto as Exhibit "C". 14. Subsequent to the second revocation, a copy of the revocation and a letter notifying her of the revocation and requesting an accounting of all financial transactions undertaken by respondents for or on behalf of petitioner was sent by petitioner's attorney to respondent by U. S. mail. A copy of this letter is incorporated herein by reference and attached hereto as Exhibit "0". 15. On March 22, 2001, petitioner executed a new general power of attorney whereby she appointed Rhonda S. Irwin her agent. A copy of said document is incorporated herein by reference and attached hereto as Exhibit "E". . r > . , 16. Said power of attorney specifically grants to Rhonda S. Irwin the power and authority to bring and / or to participate in litigation on petitioner's behalf in that it provides that she may: "... take any other action with respect to, any property, real or personal, now or hereafter owned by me, on such terms and conditions as my agent may consider appropriate, .. .and file any tax returns, governmental reports and other instruments of whatever kind, and likewise to execute any and all writings, assurances, instruments or documents which may be requisite or proper to effectuate any matter or thing appertaining or belonging to me.... "GIVING AND GRANTING unto my agent full authority and power to do and perform any and all other acts necessary or incident to the performance and execution of the powers herein expressly granted, with power to do and perform all acts authorized hereby as fully to all intents and purposes and with the same validity as I might or could so if personally present, hereby ratifying and confirming whatsoever all that my agent shall lawfully do or cause to be done by virtue hereof." 17 . To date neither petitioner, nor her agent or attorney, have received any response whatsoever from respondents. 18. Petitioner believes and therefor avers that respondent's lack of response indicates that respondents have, in fact, unilaterally liquidated and / or converted petitioner's assets, contrary to the wishes of petitioner and in violation of respondent Eileen C. Bingaman's duties as attorney-in-fact for petitioner as well as specific state law. 19. Respondent's refusal to communicate has made it virtually impossible for petitioner or her agent to determine the exact nature and extent of her past or present investments and income. 20. Petitioner's status at the nursing facility is at jeopardy due to her inability to meet the monthly expenses which are accumulating, or to payoff the unpaid monthly charges that had been accruing prior to the appointment of her new power of attorney. 21. Respondent Lon H. Bingaman has been named as a respondent in this matter due to the fact that petitioner believes and therefor avers that he has benefited from the conversion of petitioner's assets and may, in fact, presently be a joint owner with Eileen C. Bingaman as such investments may now be titled. 22. Petitioner's belief regarding respondent Lon H. Bingaman is based, in part, on the following facts: A. Lon H. Bingaman is named as one of the co-lessees (with respondent Eileen C. Bingaman and petitioner) of petitioner's safe deposit box. B. Of 12 entries into the safe deposit box, ten bear his signature, as documented by the safe deposit log, a copy of which is incorporated herein by reference and attached hereto as Exhibit "F". C. Several payments to Outlook Pointe for petitioner's monthly charges were paid by checks drawn on an account owned by both Lon H. Bingaman and Eileen C. Bingaman, copies of which checks are incorporated herein by reference and attached hereto as Exhibit "G". D. At the request of respondents, petitioner made four "loans" of $5,000 each to respondents Lon H. Bingaman and Eileen C. Bingaman for repairs to their jointly owned dwelling. No part of these loans have been repaid by the respondents to the petitioner. E. Lon H. Bingaman prepared and filed all tax returns filed by the petitioner since 1997, on which returns he failed to disclose numerous stock liquidations resulting in capital gains to petitioner for which no tax has been declared or paid. " F, It is believed and therefor averred that some of petitioner's assets may have been converted into joint names with the respondents. Such conversions would have required the filing of gift tax returns, but Lon H. Bingaman neither prepared nor filed such returns. " G. Both respondents have failed and refused to respond to numerous inquiries regarding these matters. However, it is believed and therefor averred that during proceedings related to this action and during the discovery process, petitioner will have access to respondents financial records and other documentation and testimony and that such discovery will further evidence and document the involvement of both respondents in the liquidation and conversion of petitioners' assets. WHEREFORE, petitioner requests your Honorable Court to enter a rule upon the respondents to show cause why they should not be required to file an accounting and to make restitution for any and all assets liquidated and / or converted contrary to the fiduciary and other duties imposed upon them by law. June 22, 2001 HAROLD S. IRWIN, II Attorney for petitio er VERIFICATION ~ The foregoing petition is true and correct to the best of my knowledge, information and belief. I understand that false statements made herein are subject to the penalties of 18 Pa.C.S.A. Section 4094, relating to unsworn falsification to authorities. June 22, 2001 ~VlJ-;A- .&~~~X B RTHA L. TROUT, aka BE O. TROUT Petitioner : J:~/lI'~~~#.'" " , ~ ~~".:i'-l4'J";'1 ;"t;.,l'4:.:.i':,~~;"~P~ , " . ..," ..~,. ~ "'''t~. .;,~I , .....~k\ ;. :'~~'~", ~,. 'j: .'4 ,r.. ", _'t~' ~i;,~,'," .u...:.~. -;''1':' '( GENERAL POWER OF ATTORNEY FOR BERTHA --0: TROUT KNOW ALL MEN BY THESE PRESENTS, that I, BERTHA O. TROUT, of 270 Pleasant Hill Road, Lewisberry, York County, PA 17339, do hereby nominate, constitute and appoint EILEEN C. BINGAMAN, of 270 Pleasant Hill Road, Lewisberry, York County, PA 17339, to be my Attorney-in-Fact for the purpose of conducting all or an~ of my affairs on my beh~lf, and for the purpose of signing on my behalf all deeds, mortgages, leases, orders, contracts, documents of title, writings, assurances, and any and all other documents of any nature, and to have access to any and all safe deposit boxes registered in m~ name. This General Power of Attorney shall also include, but not be limited to, the power to draw, sign and endorse all checks, drafts and other instruments; to make deposits to and withdrawals from any and all bank accounts or other accounts; to buy, sell or transfer motor vehicles, stocks and any securities; to sell, buy, lease, mortgage, encumber and otherwise dispose of or take any action with regard to any real or personal property, now or hereafter owned by me; to execute and file any tax return or other government reports or forms; to receive social security benefits, pension benefits and all other monies and things owing to me; and to make and transact any and every kind of business of every nature; hereby ratifying and confirming all that my said attorneys shall lawfully do or Page One of Four A ,:. ;.... ).~.....~...,..J{'!~, ~~ ~ I~f .. ~-1J'~ ..;'..~;.,:.-."",.::-...-'.,'. ",' ,.;;~.'~., ..;: ~~~\~<.:." 'u :1~~::.t'!';~~.I)~~~" . -~,....~ ....... ....". ' " .:. ..r'r.~,';f". ,..~" . Jils...... l ' ( __...._.4... . .. I . cause to be done by virtue of these presents. My Attorney-in-Fact shall also be empowered to do any of the following, as those acti vi ties are de fined in the Pennsylvania Probate, Estates and Fiduciaries Code, 20 Pa. C.S.A., Section 5603, et seq: to make gifts; to create a trust for my benefit; to claim an elective share of the estate of my deceased spouse; to make additions to an existing trust for my benefit; to disclaim any interest in property; to renounce fiduciary positions; to withdraw and receive income or corpus of a trust; to authorize my admission to a medical, nursing, residential or similar facility and to enter into agreements for my care; to authorize medical and surgical procedures; to engage in real property transactions; to engage in tangible persona.! property transactions; to engage in stock, bond and other securi ties transactions; to engage in commodity and option transactions; to engage in banking and financial transactions; to borrow money; to enter safe deposit boxes; to engage in insurance transactions; to engage in retirement plan transactions; to handle interests in estates and trusts; to pursue claims and litigation; to receive government benefits; to pursue tax matters; to request and obtain any and all information concerning any of my assets and any of my affairs. It is the intention of this document to fully and completely authorize Eileen C. Bingaman to conduct all affairs of the undersigned as completely and fully as she could do if she were present and acting in person. This is intended to be a General Page Two of Four \1. ( Power of Attorney and is completely unlimited with respect to acts authorized to be performed on behalf of the undersigned by them. This Power of Attorney shall not be affected by the disability of the principal, and the authority conferred herein shall be exercisable by the Attorney-in-Fact herein appointed, notwithstanding the disability, incapacity or incompetency of the principal or later uncertainty as to whether the princ~pal ~s dead or alive. It is the intention of the undersigned that under such circumstances this Power of Attorney shall remain valid and may be relied upon by all persons and corporations dealing with the Attorney-in-Fact hereby appointpd. I grant to_ my Attorney-in-Fact the power and authori ty to appoint successor or substitute Attorneys-in-Fact and to revoke any said appointments, granting to any such successors or substitutes full power and authority to act in the place of my attorney for me and on my behalf. IN WITNESS WHEREOF, and seal this i}f ~ the undersigned has hereunder set her hand day of ~ ' 1997. WITNESS: /::-1/$~ / I /~~..(f)~ BERTHA O. TROUT Page Three of Four "\. ( (' i.l,oCr..............r. .. .. .- -------_....~ COMMONWEALTH OF PENNSYLVANIA 55 COUNTY OF DAUPHIN On this, the / d-7J.- day of J~1y 1997, before me, the undersigned Notary Public, personally appeared Bertha O. Trout, known to me (or satisfactorily proven) to be the person whose name is subscribed to the within instrument, and acknowledged that she executed same for the purposes therein contained. IN WITNESS WHEREOF, I hereunto set my hand and official seal. My Commission Expires: ~d4(~ Notary Public Notarfal Seal Kathryn ,5, PaUerson, Nolary Public Ha~rg, Dauphin COO My Commission Expires May ~ 2000 Page Four of Four ~,:~:-:,..,., :....: '.'~""';:<" or ~~.~~~~.:"''':~it~....: <..' '."T".'~~~'" .....~~'" ..... " . :. 'V-"!' ,.... .~~ ~--:-..... . - -, . ...~ .' :'.t, ~AIC~...~~,;- ..~- u..~ \ . Commonwealth of Pennsylvania County of Cumberland On this, the q -nv day of FeBRUAQ.'/ 2001, before me, the undersigned notary public, personally appeared Bertha O. Trout, known to me ( or satisfactorily proven to be the person whose name is subscribed to the within instrument has chosen to revoke her current power of attomey,Eileen C. Bingaman, of 207 Pleasant Hill Road, Lewisberry, York County, PA 17339. This is done of my own free will. I will be signing all deeds, mortgages, leases, orders, contracts, documents of title, writings, assura~ces, and any and all other documents of any nature, and to have access to any and all safe deposit boxes registered in my name. This shall also include, but not be limited to, power to draw, sign and endorse all checks, drafts and other instruments, to make deposits and withdrawals from any and all bank accounts. In witness where or, I hereunto set my hand and official seal. tS~FVQ~~ !D~_.~~ 2-G-O\ Bertha O. Trout Date ,'". I ,....Sn.~ Sli~ar) M. Yo g Nqtafy Public " ., . . '. ...,' " " \ '1 . .' ~ 2-q - 0 I Date " \ I I \-; ..~)! ., \\ ; '. l, .', \, ..1, ' ! . "1., '.-, \. ". ' , Notarial Seal Susan Marie Young. Notary Public Hampden Twp. CllmMrland County My Commission EXP,'i'S JClIl~ II 2001 em r, Pennsylvania Association of Notaries .J:5 ., . REVOCATION OF POWER OF ATTORNEY r KNOW ALL MEN BY THESE PRESENTS, that I, BERTHA L. TROUT, of 1100 Grandon Way, Mechanicsburg, Cumberland County, Pennsylvania 17050, do by these presents revoke, cancel, rescind and otherwise withdraw the appointment of EILEEN BINGAMAN as my true and lawful agent under a power of attorney, for me and in my name and on my behalf gen~ such durable general power of attorney having been executed by me on ;ru L Y 18', l . IN WITNESS WHEREOF, I have hereunto set my hand and seal this 19TH day of March, 2001. WITNESSED BY: (i~-ty JlI?~d" ;; -'/L~,"~4. ~EAL) BERTHA L. TOUT COMMONWEALTH OF PENNSYLVANI.l\ :5S: COUNTY OF CUMBERLAND: / On this, the 19TH day of March, 2001, before me, the undersigned officer, personally appeared BERTHA L. TROUT known to me or satisfactorily proven to be the person whose name is subscribed to the within instrument, and acknowledged that she executed same for the purposes therein contained. / A ~--"'-"""' I 1/ ?"""! ~l A 1.... V~ u? Notary Public Nolanal Seal Harold S. Irwin III. Notary Public Carlisle Bora. Cumberland County My CommiSSion Expires Sept. 23. 2002 Member, Pennsyl\':J.~;,<.. is.Jci:lt.0n 01 NOtaries c ~~ ,-V " . LAW OFFICES OF HAROLD S. 'RW'N, '" ATTORNEY-AT-LAW I 100. . - HAROLD S. IRWIN, I I I JOHN J. BARANSKI, JR. HITNER HOUSE, SUITES 201 and 202 35 EAST HIGH STREET CARLISLE, PENNSYLVANIA 17013 HEATHER A. BARBOUR RHONDA S. IRWIN PARALEGALS www.irwinlawoffice.com e-mail: irwinlaW@epix.net 717 -243-6090 PHONE 717-243-9200 FACSIMILE March 20, 2001 EILEEN C. BINGAMAN 270 PLEASANT HILL RD LEWISBERRY PA 17339 RE: Bertha L. Trout Dear Ms. Bingaman: In my capacity as an attorney for the Cumberland County Office of Aging, I have been asked to meet with Bertha L. Trout. We did meet with her yesterday, having previously prepared the enclosed revocation of power of attorney at her request. Bertha signed the revocation and it is now in force. This means that you no longer have power of attorney for Mrs. Trout and may no longer act as her agent, effective immediately. In ~dc1ition, we are demanding, on Bertha's behalf and at her request. a full accounting for all of the funds she owned at the time the power of attorney was executed on July 18, 1997 to date. This accounting should contain a full report of income into such accounts, as well as all expenditures or other transfers. Also, we will need a full accounting of the disposition of any other property owned by Betha on July 18, 1997, including the delivery to me of all stock certificates or other incidents of ownership. '( ~u should take this request very seriously and work expeditiously to comply with it. If I have not received a satisfactory response to this letter by March 30, 2000, I will recommend to Bertha Trout that she take immediate and more aggressive action. Sincerely, Harold S. Irwin III ., . - .~. , .. .... . ~ I . . ~ ..' DURABLE GENERAL POWER OF ATTORNEY f NOTICE THE PURPOSE OF THIS POWER OF A TIORNEY IS TO GIVE THE PERSON YOU DESIGNATE (YOUR "AGENT") BROAD POWERS TO HANDLE YOUR PROPERTY, WHICH MAY INCLUDE POWERS TO SELL OR OTHERWISE DISPOSE OF ANY REAL OR PERSONAL PROPERTY WITHOUT ADVANCE NOTICE TO YOU OR APPROVAL BY YOU. THIS POWER OF ATTORNEY DOES NOT IMPOSE A DUTY ON YOUR AGENT TO EXERCISE GRANTED POWERS, BUT WHEN POWERS ARE EXERCISED, YOUR AGENT MUST USE DUE CARE TO ACT FOR YOUR BENEFIT AND IN ACCORDANCE WITH THIS POWER OF ATTORNEY. YOUR AGENT MAY EXERCISE THE POWERS GIVEN HERE THROUGHOUT YOUR LIFETIME, EVEN AFTER YOU BECOME INCAPACITATED, UNLESS YOU EXPRESSLY LIMIT THE DURATION OF THIS POWERS OR YOU REVOKE THESE POWERS OR A COURT ACTING ON YOUR BEHALF TERMINATES YOUR AGENT'S AUTHORITY. YOUR AGENT MUST KEEP YOUR FUNDS SEPARATE FROM YOUR AGENT'S FUNDS. A COURT CAN TAKE AWAY THE POWERS OF YOUR AGENT IF IT FINDS YOUR AGENT IS NOT ACTING PROPERLY. THE POWERS AND DUTIES OF AN AGENT UNDER A POWER OF ATTORNEY ARE EXPLAINED MORE FULLY IN 20 PA. C. S. CH. 56. IF THERE IS ANYTHING ABOUT THIS FORM THAT YOU DO NOT UNDERSTAND, YOU SHOULD ASK A LAWYER OF YOUR OWN CHOOSING TO EXPLAIN IT TO YOU. I HAVE READ OR HAD EXPLAINED TO ME THIS NOTICE AND I UNDERSTAND ITS CONTENTS. March 22, 2001 ~~'X.~ BERTHA L. TROUT c r .' . , .' " I DURABLE GENERAL POWER OF ATTORNEY KNOW ALL MEN BY THESE PRESENTS, that I, BERTHA L. TROUT, of 1100 Grandon Way. Mechanicsburg, Pennsylvania 17050, do by these presents make, constitute and appoint RHONDA S. IRWIN (hereinafter referred to as "my agent"), my true and lawful agent under a power of attorney, for me and in my name and on my behalf generally, to do and perform all matters and things, including, without limiting the generality of the foregoing, to transact all business, to make, execute, acknowledge, endorse and deliver all deeds of conveyance, certificates of stock, bonds, car titles, releases of lien or satisfaction of bonds and mortgages, contracts, orders, releases, checks, notes and endorsements, transfers and assignments of any such contracts, specifically including but in no way limited to the execution in my name of checks or orders of any nature for the withdrawal of funds standing to my credit in any type of account in any bank, building and loan association or other financial institution, and also to deposit in any accounts in my name in any such institutions any money, funds, checks or drafts, payable or belonging to me; to enter my safe deposit boxes in any and all banking institutions and to establish new safe deposit boxes and to add to and to remove any of the contents thereof; to borrow money and to mortgage, pledge or hypothecate any property, real or personal, now or hereafter owned by me as security therefore; to buy, sell possess, insure, manage, maintain, improve, lease, mortgage, pledge, encumber, convey and otherwise dispose of, or take any other action with respect to, any property, real or personal, now or hereafter owned by me, on such terms and conditions as my agent may consider appropriate, and in the event of sale of any of my real estate, to execute the sales agreement and the deed in my name and to make settlement and receive the proceeds; and to prepare, execute and file any tax returns, governmental reports and other instruments of whatever kind, and likewise to execute any and all writings, assurances, instruments or documents which may be requisite or proper to effectuate any matter or thing appertaining or belonging to me. I hereby authorize my agent to contract with and arrange for my entrance to any hospital, nursing home, health center, convalescent home, residential care facility or similar institution, to authorize medical, therapeutic and surgical procedures for me and to pay all bills in connection therewith. GIVING AND GRANTING unto my agent full authority and power to do and perform any and all other acts necessary or incident to the performance and execution of the powers herein expressly granted, with power to do and perform all acts authorized hereby as fully to all intents and purposes and with the same validity as I might or could so if personally present, hereby ratifying and confirming whatsoever all that my agent shall lawfully do or cause to be done by virtue hereof. AND, I hereby declare that any act or thing lawfully done hereunder by my agent shall be binding on myself and my heirs, legal and personal representatives and assigns. AND, if incapacity proceedings for my estate or person are hereafter commenced. I hereby nominate my agent to be appointed the guardian of my estate or person by any court .'" t . c '\ having jurisdiction in accordance with the provisions of Section 5604 (c ) (2) of the Probate, Estates and Fiduciaries Code. This Power of Attorney shall continue in force and may be accepted and relied upon by anyone or any entity to whom it is presented despite my purported revocation of it or my death, until actual written notice of any such event is received by such person or entity. In the event of my incapacity from whatever cause, this Power of Attorney shall not thereby be revoked but shall thereupon become irrevocable and may be accepted and relied upon by anyone or any entity to whom it is presented despite such incapacity, subject only to it becoming void and of no further effect only upon receipt by such person or entity either of (1) written evidence of the appointment of a guardian (or similar fiduciary) of my estate following adjudication of incapacity, or (2) written notice of my death. This Power of Attorney shall not be affected by my subsequent disability or incapacity. This power of attorney shall rescind and revoke any other powers of attorney previously made by me. 2001. IN WITNESS WHEREOF, I have hereunto set my hand and seal this 22nd day of March, WITNESSED BY: 4t//LWLLzf~ ~X- ~(SEAL) BERTHA L. TROUT COMMONWEALTH OF PENNSYLVANIA :SS: COUNTY OF CUMBERLAND On this, the 22nd day of March, 2001, before me, the undersigned officer, personally appeared BERTHA L. TROUT, known to me or satisfactorily proven to be the person whose name is subscribed to the within instrument, and acknowledged that she executed same for the purposes therein contained. NO~~Xr NOTARIAL lEAL BONNIE L COYLE, NOTARY PUBUC IIORO Otr CARlIIU, CUMBERLAND COUNTY MY COII.....ION lXPIRu OCTa... 11 2002 - ----- . .. . \ ., . "''\ .',' . , ACKNOWLEDGMENT BY AGENT I, RHONDA S. IRWIN, have read the attached Power of Attorney executed by BERTHA L. TROUT and am the person identified as the Agent for the PRINCIPAL. I hereby acknowledge that in the absence of a specific provision to the contrary in the Power of Attorney or in 20 PA. C. S. when I act as Agent: I shall exercise the powers for the benefit of the PRINCIPAL. I shall keep the assets of the PRINCIPAL separate from my assets. I shall exercise reasonable caution and prudence. I shall keep a full and accurate record of all actions, receipts and disbursements on behalf of the PRINCIPAL. ... R~int~~ March 22,2001 COMMONWEALTH OF PENNSYLVANIA COUNTY OF CUMBERLAND :SS: On this, the 22nd day of March, 2001, before me, the undersigned officer, personally appeared RHONDA S. IRWIN, known to me or satisfactorily proven to be the person whose name is subscribed to the within acknowledgment and acknowledged that she executed same for the purposes therein contained. WITNESS my hand and seal the day and year aforesaid. N~;tr ___ NOrMIAL8bL IIOftO 01' ~ ccwu, JlDTARY ~IIUC MY COMIIIIIIoN ~~II1Jn.AND COUNT\' ocm.p,., 2002 P 's~um SJJ~lU~\d 0\ re~U~ . d ",,11'\ d~~)\ 0\ ~.It\\~J ;S~U1~l ..",,+ 1n JO UOll'edn'J'JO p~\p'ell'e ~"". . ~qU1~j\ON. UO J " . ",.- -"'... -c' ~ :;COAO Of ACCESS TO SAfE DEPOSIT BOX NO_..~~...................... I ~A . ! . ................. LESSEf... . . --"-' ~...-- - . ?..................I1........ ,es~i~:;i, /> ---- 1.O:~........................... AG~.NT... . . _~._. ........ NUMBER Of SIGNA nJR~S ""EQU1REO FOA ENTRy............................... .................. ~ Ll!SR! 01'1 au1WOAIZ!D lleP\II'I' DIiSlAII ACCESS TO &elM! NUII8S6I SAfE 0EPQIII1' IClIL I.ICll!IlSIOIoSO, of A ~ ~ ,,*T 110 CGl..UI8i ~ A8IMf ItIlS ClEO. OA. IF ..... AGEJIlT. CfJn'I'lQ "*' C'" NON& 0(. ItIS 01'1 ~ ~ """""". ... ~ .. 'nlE 801: TO -*" 11CCU118.. I1AO AIf'( SUCH ~Im' MOW""". BIII8IO/IiD. ~ n4U ~ CIA H I' AC1'IIlIJ ~TO 1lI! ~TY GIVEN 10'" ell HEIlllY 1M5 CllM8. COIIIWCT CIA LISSa 0(. M WE llE'C*T 101I0Il) ntkT SUOt PlllIIC~Al. IS AI.M" (Q 1*T Ie QlIl...1WlES NIl! I'()II5GOlNQ STA1'QIEHT$1NlER""'I'I' r6 ~ CIA CIVil. ~ UNDli'UN"llI!lEVNCt $fATlilAllll. n . .. );. lAY 1 5 1997 .~! . lAY 2 4 t991 ft~ JUN () 9 199~, . ~~. J. t 3 or ;".... ff~' 1 1997 . " fAUG 0 6 '897 'IUC~'f1I1 .} .&llC , LJ991-. lUG 2 8 1991 _05 ,.- FF? . ? Bt ".'.' \',.tf,L ':lh"I,~d ,'\."'.J;'lti,'CI PNCBANK F , ., ~ ( . . "".. LON H. OR EILEEN C. BINGAMAN PH. 717-938-3189 270 PLEASANT HILL RD. LEWISBERRY. PA 17339 -.A.....~~_~~lI\l>., 1753 ". flG.811112313 fAn PENNSYLV: I EMPLOYEES Harrisburg, I: 2 3 ~ 38 ~ ~ ~ 1;1: ~? 5 3 -~~ III 0 ... 5 0 q 5 ~ q ? 5 1/. t. t. FOR \.7' LON H. OR EILEEN C. BINGAMAN PH.7H-8S8-31. -:. 270 PLEASANT HIU. RD. LEWISBERRY. PA 17339 ,f .: /: , ........ y ~::.... I ;;,: _ .;,:- ~..~.. "'_'/.~ , ",.;:' -/l ..~'... .. .. ..:~. ..... -__ b')b"NHF.. ..._l~_ ~ :..~ ~.'. ./ -~~ ~ ' "0": J"?1Ji~ '~~_ -,'_',:: <-7 -.... '..:r' I $ :',-::- _, '~'-':.~'-. ; .. .' to' --- ---: ~ -. : ,-- -.. ~ ~. ./ \.-!.i.~__~.:...r:.-:. ' - .. .. . o.J u :. .- _ ...',. - /.~ ,',: ,~ .: -.' .. ." .... - .. ..:' 1iiI' wu., f ---::.':''--:.....~... " r_! ~",...... ~..~ ":~ --::~.".._4: ~,; _'_' ..,...... '" '" - DOLl.ARS L!J ..:...... ..hI'.. - - i ~ ".. :' ~ -' - ...---. I fAn PENNSYLVANIASTATE I EMPlOYEES CREDIT UNION U " . HarrIsburg. PA 17110-2990 .... :.1 ! ..!.....!..-: .-' 'J ! ') ~r:': DATE ..'.. -, ......,..",.,11> - ... 2072 e().811112313 : . "I - .... ... -- .. .... .. - ... ... -..-..-.......-. tit' fOR .' I: 2 3 ~ 3 8 ~ ~ ~ I; I: 20? 2 III 0 t. 50 q 5 ~ q ? 5 II. t. t. , . . -..... 17'511 LON H. OR EILEEN C. BINGAMAN. ~! ~111/2313 ~:. PH. 717-938-3189 ~ ~ 1-~ 270 PLEASANT HILL RD. LEWISBERRY. PA 17339 DATE ! br~) ~ &uk~ /~ /6b':d:-.. ~ _ - /R? OOLLARSUJo........_. . PENNSYLVANIA STATE I EMPLOYEES CREDIT UNION Harrisburg. PA 17110-2990 fOR _: 23 1. 38 1. 1. 1. 1;1: #JJ~~ 1. ? 5 I. 1110... SO q 5 1. q ? 511. t.... ' G . -...c> .. v'~ IN THE COURT OF COOMON PLEAS OF CUMBERIAND COUNTY, PENNSYLVANIA ORPHANS' COURT DIVISIOO NO. 21-01-592 BERTHA L. TROUT, also knCMl as BERTHA O. TROUT, PETITIONER EILEEN C. BINGAMAN and LON H. BINGAMAN, her husband , Respondents RULE WE COMMAND, you that laying aside all business and excuses whatsoever, you be and appear in your proper person before the Honorable Judges of the Common Pleas Court, Orphans' Court Division at a session of the said Court there to be held, for the County of Cumberland to ShCM cause why they should not be required to file an accounting and pay restitution to the petitioner. Rule returnable 20 days after service upon respondents' attorney of record, Kent H. Patterson, Esquire, by certified mail. witness ~ hand and official seal of office at Carlisle, pennsylvania this 2nd day of July, 2001. '1Y}(\)u.j t ~.;,> a.." .ft1r,l. Mary C.~is I , Clerk of Orphans' Court Division Cumberland County Carlisle,pa. " BERTHA L. TROUT, also known as BERTHA O. TROUT, Petitioner IN THE COURT OF COMMON PLEAS CUMBERLAND COUNTY, PENNSYLVANIA IN ORPHANS' COURT DIVISION v. NO. 21-01-592 EILEEN C. BINGAMAN and LON H. BINGAMAN, her husband, Respondents RESPONDENTS' ANSWER TO PETITIONER'S AMENDED PETITION FOR RULE TO SHOW CAUSE AND NOW come respondents, Eileen C. Bingaman and Lon H. Bingaman, by their attorney, Kent H. Patterson, and file this answer to petitioner's amended petition for rule to show cause: 1. Admitted. 2. Admitted. 3. Admitted in part and denied in part. It is admitted that petitioner executed the power of attorney appointing respondent Eileen C. Bingaman as her attorney-in-fact but it is denied that it was done at the suggestion of the respondents. 1 4. Admitted in part and denied in part. It is admitted that respondent Eileen C. Bingaman began acting as attorney-in-fact for petitioner but it is denied that she handled all financial and other related affairs for petitioner after execution of the power of attorney. s. Admitted in part and denied in part. It is admitted that petitioner had stock investments, bank accounts and other assets but respondents are without knowledge or information sufficient to form a belief as to the truth of the averment that they were valued in excess of $300,000.00 and proof thereof is demanded. It is denied that petitioner was the sole owner of these assets. 6. Admitted in part and denied in part. It is admitted that petitioner received income from her investments, pension and social security at the time alleged and that this income was sufficient to meet the cost of her care and maintenance. It is denied that petitioner had the sole right to receive the income from investments. The characterization of the income being substantial or significant pleads a conclusion to which no answer is necessary and proof thereof is demanded. 2 7. Admitted in part and denied in part. It is admitted that respondents assisted petitioner in moving her residence to Outlook Pointe in the year 2000. It is denied that petitioner moved to an assisted care facility or Outlook Pointe in 1999. It is denied that respondent's "delivered" petitioner to an assisted care facility. 8. Admitted in part and denied in part. It is admitted that respondent Eileen C. Bingaman continued to act as attorney-in-fact for petitioner but it is denied that respondent Eileen C. Bingaman managed all the financial affairs of petitioner as alleged in paragraph 8. It is denied that respondent Lon H. Bingaman acted as attorney-in-fact for petitioner. 9. Admitted in part and denied in part. It is admitted that respondent Eileen C. Bingaman liquidated assets in which petitioner had in interest and made other investments at that time but it is denied that respondent liquidated any sole assets of petitioner. 10. It is denied that liquidation of any assets of petitioner, whether sole assets or joint assets, were liquidated, converted or otherwise transferred without the knowledge, permission or direction of petitioner. 3 11. It is denied that respondent Eileen C. Bingaman failed to make payment of petitioner's monthly account at Outlook Pointe due to liquidation or conversion of any assets. On the contrary, respondent Eileen C. Bingaman refused to make payment because she disputed the charges by Outlook Point. 12. Respondents are without knowledge or information sufficient to form a belief to the truth of the averments of paragraph 12 and proof thereof is demanded. 13. Respondents are without knowledge or information sufficient to form a belief to the truth or the averments of paragraph 13 and proof thereof is demanded. 14. Respondents are without knowledge or information sufficient to form a belief to the truth or the averments of paragraph 14 and proof thereof is demanded. It is denied that respondents received the letter sent by petitioner's attorney. 15. Respondents are without knowledge or information sufficient to form a belief to the truth of the averments of paragraph 15 and proof thereof is demanded. 16. It is denied that the power of attorney specifically grants to Rhonda S. Irwin the power to participate in litigation. 4 17. It is denied that petitioner has not received any response from respondents. 18. Petitioner's averment concerning alleged lack of response by respondents pleads a conclusion to which no answer is required. It is denied that respondents have unilaterally liquidated and/or converted petitioner's assets contrary to the wishes of petitioner or in violation of respondent Eileen C. Bingaman's duties as power of attorney or specific state law or otherwise. 19. It is denied that respondents refused to communicate. It is denied that petitioner is unable to determine the nature of her past or present investments. 20. Respondents are without knowledge or information sufficient to form a belief as to the truth of the averments of paragraph 20 and proof thereof is demanded. 21. It is denied that respondent Lon H. Bingaman has benefitted from conversion of petitioner's assets. It is denied that respondents have converted petitioner's assets. It is admitted that Eileen C. Bingaman and Lon H. Bingaman are joint owners of investments but it is denied that their ownership is a result of conversion of petitioner's assets or transfer of any interest in petitioner's assets without consent of petitioner. 5 22. A. It is denied that respondents are co-lessees of petitioner's safe deposit box. B. It is admitted that Exhibit F indicates entries into the safe deposit box but it denied that it is the safe deposit box of petitioner. c. Admitted. D. It is denied that petitioner made any loans to respondents for repairs to their jointly owned dwelling. E. It is admitted that Lon H. Bingaman prepared tax returns for petitioner but it is denied that he has prepared all tax returns since 1997. Respondents are without knowledge or information sufficient to form a belief as to the truth of the averment that stock liquidations and capital gains were not reported on the tax returns and proof thereof is demanded. F. Sub-paragraph F pleads the legal conclusion to which no answer is required and proof thereof is demanded. G. It is denied that respondents have refused to respond to inquiries. The remainder of the averments of sub-paragraph G concerning the discovery process and information that it 6 will allegedly reveal pleads legal conclusions to which no response is required and proof thereof is demanded. WHEREFORE, respondents requests your honorable court to dismiss petitioner's amended petition. NEW MATTER 23. Allor most of the assets in which petitioner Bertha Trout had an interest were owned jointly with respondent Eileen C. Bingaman and were not the sole assets of petitioner. 24. Any expenditures made by respondents from any accounts or other assets in which petitioner had an interest were made with the knowledge and/or permission of petitioner. 25. Respondent Eileen C. Bingaman is the niece of petitioner Bertha Trout and respondents have had a long relationship with petitioner during which time petitioner made gifts to respondents and payments on their behalf. j:--r 11f~ Kent H. Patterson Attorney for respondents 221 Pine Street Harrisburg, PA 17101 (717) 238-4100 7 VERIFICATION I, Lon H. Bingaman, verify that the statements in the foregoing answer with new matter to amended petition are true and correct to the best of my knowledge, information and belief. I understand that false statements herein are made subject to penalties of 18 Pa. C.S. 4904 relating to unsworn falsification to authorities. Date: July 20, 2001 . . BERTHA L. TROUT, also known as BERTHA O. TROUT, petitioner IN THE COURT OF COMMON PLEAS CUMBERLAND COUNTY, PENNSYLVANIA IN ORPHANS' COURT DIVISION v. NO. 21-01-592 EILEEN C. BINGAMAN and LON H. BINGAMAN, her husband, Respondents CERTIFICATE OF SERVICE AND NOW, this '"2-)~ day of July, 2001, I, Kent H. Patterson, attorney for respondents, hereby certify that I this day served the within respondents' answer to petitioner's amended petition by depositing a copy of same in the United States mail, postage prepaid, at Harrisburg, Pennsylvania, addressed to counsel of record for Petitioner as follows: Harold S. Irwin, III Attorney at Law 35 East High Street Carlisle, PA 17013 ;t~//~/t-~ I Kent H. Patterson Attorney for respondents 221 Pine Street Harrisburg, PA 17101 (717) 238-4100 PETITION FOR PROBATE and GRANT OF LETTERS Estate of BERTHA L. TROUT No. 2.. \ - f) \ - ,,&::)q ;}. also known as To: Register of Wills for the , Deceased. County of CUMBERLAND in the Social Security No. 161103780 Commonwealth of Pennsylvania The petition of the undersigned respectfully represents that: Your petitioner( s), who is/are 18 years of age or older and the execut or named in the last will of the above decedent, dated AUGUST 26. 2004 and codicil(s) dated (state relevant circumstances, e.g. renunciation, death of executor, etc.) Decedent was domiciled at death in CUMBERLAND County, Pennsylvania, with h er last family or principal residence at 1100 GRANDON WAY. MECHANICSBURG. EAST PENNSBORO TOWNSHIP. CUMBERLAND COUNTY. PENNSYLVANIA 17050. (list street, number and municipality) Decedent, then 1 01 years of age, died 12/11/2004 at HOLY SPIRIT HOSPITAL. CAMP HilL. PENNSYLVANIA Except as follows, decedent did not marry, was not divorced and did not have a child born or adopted after execution of the will offered for probate; was not the victim of a killing and was never adjudicated incompetent: Decedent at death owned property with estimated values as follows: (If domiciled in Pa.) All personal property (If not domiciled in Pa.) Personal property in Pennsylvania (If not domiciled in Pa.) Personal property in County Value of real estate in Pennsylvania situated as follows: $ $ $ $ 2.200.00 WHEREFORE, petitioner(s) respectfully request(s) the probate of the last will and codicil(s) presented herewith and the grant ofletters testamentary thereon. 1 (testamentary; administration c.t.a.; administration d.b.n.c.t.a.) ~ X (j/t17Jtv JJ fJlj}(/Yl ) ~~R~I~~:~~~~1~VENUE ]' RHONDA S. IRWIN '" :9 "'~ ~~ '" "C:l <= <= 0 "'.- ~.- 'tr~ 2t) '" <= OIl ti5 C) ~O S-;S l,U .'n C) '2~Fn -~ >~ en ;<;; .~)OO :') 0 -., :.~.....r-- .-1'- . ::0 -p-t .~' OATH OF PERSONAL REPRESENTATIVE COMMONWEAL TH OF PENNSYL VANIA } ss COUNTY OF CUMBERLAND The petitioner(s) above-named swear(s) or affirm(s) that the statements in the foregoing petition are true and correct to the best of the knowledge and belief of petitioner( s) and that as personal represen- tative(s) of the above decedent petitioner(s) will well and~m~ter td~or~ng to law. Sworn to or a ffrrme. sl.'t~ubscribed { X a0 ~Yl ..J before me this 2. 1: day of \~: ~~~t'~':~b'L ~ - / . Register ~ 4 V:l ilQ' :::s l:l ;: ~ ~ ~ c;:::) ~ o I"""TI n N :::J ~ ffi0 00 D5 :J;J .-..~ CJ [TlrTl ::T.:) CJ ('-'0 c' ,-", :::j:i ~~~ U>~ -0 ::x .r:- , > No.2.\-()1-")S2_ Estate of'~'\ t.:YI.w. "". Trb~-\- , Deceased DECREE OF PROBATE AND GRANT OF LETTERS, AND NOW ~Qx...m \:>1> "- {}" 8 200~, in consideration of the petition on the reverse side he~f, "ti,f"to", pmof,having been p""nt,d befo" me, IT IS DECREED that th, in,trum,nt('J, datod ,- ;2lo - ~oo.t , described therein be admitted to ~ate filed ofre~rd as~ last >yill of P-, ^-~,G. 1<. \n:::>v..::J:- ; and Letters are hereby granted to ~D~ 2:l, cl'\.1..}..Y\. V""\ FEES Probate, Letters, Etc. ............. Will .J2.'t-~.. .po:..~i'.~...... Renunciation..... . . . . . . . .. ... ... . . . " ><ll.Q ~ ~o. .cvu^' , C:-s?uo ()~A ~'---' Register ofWill~':tI, ~ ,(~* kllo~ $ $ $ Short Certificates (5) ............ $ J CP . . . . . . . .. . .. .. .. . . .. . .. . . .. .. .. .. . $ Automation Fee................... $ $ $ 20 -cl ,9.500 /0 .l'j() S C\() 15CC) \ () , t~) Attorney (Sup. Ct. I.D. No.) Address Bond.. . . .. .. . .. . .. . .. . . .. . . . .. .. ..... Total Filed \d. . ,').. <;<: t Q \ . ('f:'J Phone o Cell!t'. tklt lh,: Information here ~ive!l is correctly copied rrom an original certificate of death duly filed with me as " il:i!istrar. Till' orii!inal clTtificatl~ will he for\varded to the Stale Vital Records Office for permanent filing. WARNING: It is illegal to duplicate this copy by photostat or photograph. I-t.'l' IpI 1ili, celtillClle, S2.00 /__'ltili;;Hi;;;;-'7;;,.~ \....'~~\,\IiOEP fl--.-. i~ '-'''''*.;;;;--.,. !~~/ -~\~" I~ ~,' OY!r' y ~ (~""", ... '~~ ~ c::., ::&.; _ "- ~ (,...); -'~ ,\ ~'):::.. ~ \, '^~. .-....~ '.'". ~/_.: l - <-<i'o. ........- I' --"'~A'. ...... .~/ .",- 1'-9- .. u..\. '<- I' ---.. ItJiENl \\\ ""lY' --;..r-"""///lU/lJJI111JJ ./ ~~.~~~~ Lncal Registrar -~ !') DEe 1 3 2004 '!u. Date (") Co -:.~".:o ,~~~O ,;) 'p:.- 293 c.n;;>;; no ::'-;O-n ~.:~) ;; -1 f"'-,) c::::l c::::> ..r- o ~ n N -.J :u :::o~ I'.'.... .. (7'10 ~]j~ C)O .''-':'', .......~"1 .cc;: :::EJ .,.: - .-::J rrn r--- (./)0 -n -0 ::Ii: .r- ;2' -0 1-5q d- w H105.143 Rev. 2187 COMMONWEALTH OF PENNSYLVANIA' DEPARTMENT OF HEALTH. VITAL RECORDS CERTIFICATE OF DEATH TYPEIPRINT IN PERMANENT BLACK INK STATE FILE NUMBER fil Ul => ~ iI NAME OF DECEDENT (First, Middle, Lasl) 1. AGE (lo.._) Bertha L. Trout sli'emale 2. BIRTHPLACE (City and Slate or Foreign CoLl'ltry) HOSPITAl..: ;:.-9( RlIIldenceD ~fy)D RACE - Am8l'ican Indian, Black, V\otllta, at (Specify) White 10. .,Q\ 0 8.. DECEDENT'S USUAL OCCUPA nON (~:.=:.~~~~ SURVIVING SPOUSE (lfwlr.,gIoItmtldlnn8me) MARITAL STATUS - Married. NeW=~S=ed, ". 17e. [J Yes, decedent lived In twp. 17b. Count.., CUmberland 17d. D ~~N~e;::n~~ of city/boro MOTHER'S NAME (First. Mldcle, Malden Surname) 18. INFORMANrs MAILING ADDRESS (Street, CityfTown, State. Zip Code) 2Gb. 64 S. Pitt St., Carlisle, PA 17013 PLACE OF DISPOSITION. Name of Cemetery, Crematory LOCATION - CltylTown, State. Zip Code or Other Place 21c. Yorktowne Crematory NAME AND ADDRESS OF FACILITY 22c.!l19 N. Hanover Mary (unknown) York. PA St~~fCa~i~~~~ ~r76i3Home 21d. LICENSE NUMBER DATE SIGNED (Month. Day. Year) -:c:t -.:t:. DATE PRONOUNCED DEAD (Monlh. Day. Yaar) 28. ,p...- 41....~ II, 1.."" 23b. WAS CASE REFERRE,9 TO A ME 28. /111(}+I'vos , Approximate PART 11: other significant conditions contributing 10 death. but : Interval betwee not resulting in the undertying cause given in PART I. : onset and death XI. PART I: En_" 61M_.......rin or c.omp...lofI. which caJSed tltt dHth. Do l'Ot lOt.rth. mode of dying, suc:h .. etlrdlac or r..pif8lory Inwll:, .hock or heart "Ilura. list only _ C&I.. on..c:h Ilnl. j..-. , 0\ J J? V". II ',", AS A CONSEQUENC 0 c:.. J..:i ):" q '}'" ,I .L: a. OUETO( l~ Sequentially list conditions b. . If any. lelldlng to ltnn"l8dlete . . cause. Enter UNDERLYING { c. CAUSE (Disease or Injury . . thai Initiated events reSulting on deattl) LAST d. WAS AN AUTOPSY 'v\E.RE AUTOPSY FINDINGS PERFORMED? AVAILABLE PRIOR TO COMPLETION OF CAUSE DEATH? o o Pending Investigatton (Y" -J DUE TO (OR AS CONS QUE,NCE 0 : O(ORASAC u c r ~, o ('Y \- I- Z W o w " w o u. o w ::; <( Z MANNER OF DEA T DATE OF INJURY (Month, OIy. Ye.r) TIME OF INJURY INJURY AT \i\oORK? DESCRIBE HOW INJURY OCCURRED o o vo.O NOO 30.. 30b. M. 30e. 3Od. Could not bedetarmlned 0 PlACE OF INJURY -At home. farm. street, factory, office LOCATION (Street. CitylTown, Slatal bulldog.ltc.(Speclfy) ~ ~ ~ ~ CERTIFIER (Check only one) SIGNATURE AND TITLE OF CERTIFIER ''f~~F.r:\GJ'~rl:n~Jr.'l.':,~:Il. ~~~J:,'i: ll,":~o=:r.~ nItln"i:-.~0~~~~.d~t~.~.~.~~I~.I~~~2~)..............~ 31.. k LICENSE NUMBER eP:oO~~:I~,G~N~;:~g~:::t:~~~~c,:: 1~~=.~C:~~~.~::rd~t=~U~=):~~ =~r.. et8ted..........".......... 31e. tv-.? 0 "714 ') 3 -- L 31d. V f' \..G -&-,A- )) L :'-40 ,., NAME AND ADORESS OF PERSON WiQ COMPLETED CAUSE OF DEATH (Item 27) Type or Prtnl T 1-4 "-'I-J' .~, -...r.to V"" - J ........ ,..... D ~ f'1.Q. ,,,,,D_..a......'~_ r--t...."._ve... A". 32. " "- DATE FILED (Monlh~V"~ .=,(V"\'( 34. ~<<-, \,6 <..><,\JV\ Natural HomIcide Accident Yes 0 No v.. 0 NOO Suickle .A,1 "MEDICAL EXAMINERlCORONER On the buls of Ullmlnatlon and/or fnvestJglltion, In my opinion, de.th occurred .t the ttme, date, and place, and due to the, causes(s) and manner.. st.ted............. ................................. ................................."......... 31a. REGISTRAR'S SIGNATURE AND NU ~.~~~ I~I i 1d.1 tllll , LAST WILL AND TESTAMENT I, BERTHA L. TROUT, of 1100 Grandon Way, Mechanicsburg, Cumberland County, Pennsylvania 17050, do hereby make, publish and declare this to be my last will and testament, hereby revoking all wills heretofore made by me. 1. I direct my personal representative to pay all of my debts, funeral and administrative expenses as soon as convenient after my decease. I direct that all inheritance taxes imposed or payable by reason of my death and interest and penalties~ thereon with respect to all property, whether or not such property passes un~~is Wi~2 .~~ :D a . . ....J ~ f'T1 shall be paid by my personal representative out of my estate. .j~~P n "'''In N .::; :.~ :-g -.I ._'-..,).............. Joe.> -0 2. I authorize and empower my personal representative to sell any '~1l9 ::i: - :-0 .c- andlor personalty owned by me at my death and not specifically devised or b~~lThathed":':" herein, at public or private sale or sales and to give good and sufficient deeds andlor W bills of sale therefore, in fee simple, as I could do if living. My representative is authorized and empowered to engage in any business in which I may be engaged at my death, for such period of time after my death as seems expedient to said representative. 3. I give, devise and bequeath all of my estate of whatever nature and wherever situate to my nephew, George A. Offenberger, and my niece, Thelma Gariano, share and share alike, the child or children of any deceased beneficiary taking the share their parent would have taken if living. 4. I nominate and appoint Harold S. Irwin, III to be the personal representative of my estate, to serve without bond. If he cannot or does not serve, then I appoint Rhonda S. Irwin to be the substitute personal representative, also without bond. ::0 =0 fTl r:1I0 ~;JO ~:(~ e~ r'll C::J c. -: .:-) ':j ~-Fl ::~ ~~ ;-:::: rn ~j)O -on . 5. I suggest that my personal representative retain the services of the Law Offices of Harold S. Irwin, III, Carlisle, Pennsylvania in the settlement of my estate. IN WITNESS WHEREOF, I have hereunto set my hand and seal this 26th day of August, 2004. ~ l4~vt (SEAL) B . ROUT ' Signed, sealed, published and declared by the above-named person as and for a last will and testament, in our presence, who at said person's request, in said person's presence and in the presence of each other have hereunto set our names as subscribing witnesses. ~4NXJ~~ #/f}~~ ACKNOWLEDGMENT AND AFFIDA VIT WE, BERTHA L. TROUT, CONSTANCE T. HESS, and ROBERT D. STAMBAUGH, the testatrix and witnesses respectively, whose names are signed to the foregoing instrument, being first duly sworn, do hereby declare to the undersigned authority that the testatrix signed and executed the instrument as her last will and that she had signed willingly, and that she executed it as her free and voluntary act for the purpose herein expressed, and that each of the witnesses, in the presence and hearing of the testatrix, signed the will as a witness and that to the best of their knowledge the testatrix was, at that time, eighteen years of age or older, of sound mind and under no constraint or undue influence. r ~U5t U. Zoz,4- Date / (:fl~ ~.lh~~ BERTHA L. TROUT .... ~uw- Z{,J ~ Date CONSTANCE T. HESS t~~~ ~~ ~. Zot:?4-- Date / COMMONWEALTH OF PENNSYLVANIA :55: COUNTY OF CUMBERLAND Subscribed, sworn to and acknowledged before me by BERTHA L. TROUT, the testatrix herein, and subscribed and sworn to before me by {'q"slA/l<1l-~ and ;&;I;,~ D S;-/I/V;I..Aa-1'^' , witnesses, this 26th day of August, 2004. '-.. NOTARIAL SEAL 1 HAROLD S. IRWIN, Ill, NOTARY PUBLIC . CARUSLEBOROUGH, COUNTY OF CUMBERLAND MY COMMISSION EXPIRES OCTOBEH 22. 2006 tJ. "" REGISTER OF WILLS CUMBERLAND COUNTY, PENNSYLVANIA RENUNCIATION Estate of BERETHA L. TROUT No. c9J -01 - 5q a.. also known as , Deceased The undersigned, HAROLD S. IRWIN, III, ATTORNEY (Relationship) of (Capacity) the above Decedent, hereby renounce(s) the right to administer the estate and respectfully request(s) that Letters TESTAMENTARY be issued to RHONDA S. IRWIN Witness my C"') U- O,(f) 2~~! Lo_ a El~~ Uj ~tD OC} tG5:: 0:: (Signature) .. ..::r x: 0- I- 0::: ~O uo{- ~~;:, OI,: CL'::-;" o:~.: o~ o (Address) r- N U L.I.J o _T = c::::> ~ (Signature) (Address) Sworn to or affirmed and subscribed before me this day of Notary Public My Commission Expires: (Signature and seal of Notary or other official qualified to administer oaths. Show date of expiration of Notary's commission.) NOTE: Renunciations executed outside the Office of Register of Wills are required in some counties to be notarized. RW-3 Cumberland County - Register Of wills One Courthouse Square Carlisle, PA 17013 Phone: (717)240-6345 Date: 03/17/2005 IRWIN HAROLD S III 64 SOUTH PITT STREET CARLISLE, PA 17013 RE: Estate of TROUT BERTHA L File Number: 2001-00592 Dear Sir/Madam: It has come to my attention that you have not filed the Certification of Notice Under Rule 5.6 (a) in the above captioned estate. As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES, NO. 103 SUPREME COURT RULES DOCKET NO. I, for decedents dying on or after July I, 1992, the personal representative or his counsel, within ten (10) days after giving proper notice to the beneficiaries and intestate heirs as required by subdivision (a) of Rule 5.7, shall file with the Register of wills or Clerk of the Orphans I Court his/her Certification of Notice. This filing is due by: 04/07/2005 Your prompt attention to this matter will be appreciated. Thank You. Sincerely, 1::-=~~L Clerk of the Orphans' Court cc: File Personal Representative(s) Judge "-~.."f":'_.. -~'..~_.':'l.~r.~c, Cumberland County - Register Of Wills One Courthouse Square Carlisle, PA 17013 Phone: (717)240-6345 Date: 03/17/2005 IRWIN RHONDA S 606 MOORE LAND AVE CARLISLE, PA 17013 RE: Estate of TROUT BERTHA L File Number: 2001-00592 Dear Sir/Madam: It has come to my attention that you have not filed the Certification of Notice Under Rule 5.6 (a) 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 ten (10) days after giving proper notice to the beneficiaries and intestate heirs as required by subdivision (a) of Rule 5.7, shall file with the Register of Wills or Clerk of the Orphans' Court his/her Certification of Notice. This filing is due by: 04/07/2005 Your prompt attention to this matter will be appreciated. Thank You. Sincerely, ~~~ Clerk of the Orphans' Court cc: File Counsel Judge REGISTER OF WILLS CUMBERLAND COUNTY, PENNSYLVANIA CERTIFICATION OF NOTICE UNDER RULE 5.6(a) Name of Decedent: BERTHA L. TROUT Date of Death: 12/11/2004 Will No. 2101-00592 Admin. No. 21 - 01 - 0592 To the Register: I certify that notice of (beneficial interest) estate administration required by Rule 5.6(a) of the Orphan's Court Rules was served on or mailed to the following beneficiaries of the above-captioned estate on 3/22/2005 Name Address PO BOX 137 WOODBINE NJ 08270 9250 EL CENTRO LAS CRUCES NM 88012 PO BOX 243 ORGAN NM 88052 PO BOX 37 ORGAN NM 88052 GEORGE W. OFFENBERGER, JR. LOUIS S. GARIANO JEFF M. GARIANO KATHLEEN G. GARIANO LINDLEY Notice has now been given to all persons entitled thereto under Rule 5.6(a) except: NONE Date: 3/22/2005 Name: HAROLD S. IRWIN. ';.;i~ Address: 64 SOUTH PITT STREET CARLISLE PA 17013 c') Telephone(717) - 2436090 <(\.,,1 Capacity: x Personal Representative Counsel for Personal Representative v- Cumberland County - Register Of Wills One Courthouse Square Carlisler PA 17013 Phone: (717) 240-6345 Date: 11/30/2006 IRWIN HAROLD SIll 64 SOUTH PITT STREET CARLISLEr PA 17013 RE: Estate of TROUT BERTHA L File Number: 2001-00592 Dear Sir/Madam: This notice is to serve as a reminder that the Status Report by Personal Representative under Rule 6.12 is due on the below listed date. As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULESr NO. 103 SUPREME COURT RULES DOCKET NO. 1r for decedents dying on or after July 1r 1992r the personal representative or his counselr within two (2) years of the decedent's deathr shall file with the Register of Wills a Status Report of completed or uncompleted administration. This filing is due by: 12/11/2006 Please feel free to contact this office with any questions you may have. If you have already filed your Status Reportr please disregard this notice. SincerelYr ~~.~ . ,// Glenda Farner Strasbaugh Clerk of the Orphans' Court cc: File Personal Representative(s) ~ Cumberland County - Register Of wills One Courthouse Square Carlisle, PA 17013 phone: (717) 240-6345 Date: 11/30/2006 IRWIN RHONDA S 606 MOORE LAND AVE CARLISLE, PA 17013 RE: Estate of TROUT BERTHA L File Number: 2001-00592 Dear Sir/Madam: This notice is to serve as a reminder that the Status Report by Personal Representative under Rule 6.12 is due on the below listed date. 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 is due by: 12/11/2006 Please feel free to contact this office with any questions you may have. If you have already filed your Status Report, please disregard this notice. Sincerely, ~~~~ ! Glenda Farner Strasbaugh Clerk of the Orphans' Court cc: File Counsel ~ Pa. O.C. Rule 6.12 STATUS REPORT REGISTER OF WILLS OF 'tV COUNTY, PENNSYL VANIA Name ofDecedent: 3a<. "'~-.l,. \\:?OltT Date of Death: \ 'l.. - H--20d1 File Number: loo 1- 0059? Pursuant to Pa. O.C. Rule 6.12, 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: . . . . . . . . . . . . . . . . . . .. 0 Yes )('No 2. If the answer is No, state when the personal representative reasonably believes that the administration will be complete: (NO{" \KPo~\BtF" ~Re.ct)STlu~L FELnNS f;lW\&\,,\ ~Q)Ca ~TfTLlTlarJ) 3. If the answer to No.1 is YES, state the following: a. Did the personal representative file a final account with the Court? . . . . . " 0 Yes 0 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? ............................... 0 Yes 0 No d. Copies of receipts, releases, joinders and approvals of formal or informal accounts may be filed with the Clerk of the Orphans' Court and may be attached to this report. 1~-~-2Do~ &..iil~ci~}"J !f/WJf~) Date co \f') &...-r. Capacity: }lfersonal Representative 0 Counsel h>\-lDlV\DJ1 S. \\<u.::n\\) Name o{ Person Filing this Form C-/D \~lO\Q) WiLD OFF \ Q.E Address ~ SOU '"" . \ T,t~~) 2.~ i- bo_ 5T 0lRbJ5 L~ fA , , r 1 OQ. :lC 0... el- l-- .~- =~.) ~(-) C)(~} , . '- .. - 1..0 I W W C) ..r::> = = c--l ::.:: (1) ~~~. U~: 0::: " 0"-'-; U Form RW-I0 rev. 10.13.06 ~ Cumberland County - Register Of Wills One Courthouse Square Carlisle, PA 17013 Phone: (717) 240-6345 Date: 11/14/2007 (") ~O -""":0 ~.-u ("") :~n:E r L.--Zrn C> -:0 ZU:>;>:;;: ~~~ p~ -0 ~ IRWIN RHONDA S 606 MOORE LAND AVE CARLISLE, PA 17013 RE: Estate of TROUT BERTHA L File Number: 2001-00592 Dear Sir/Madam: I"-.) = c:t -...I :z o < _~o -I J r"-I [.q ~3 :~.~;d frt o <;,-_:~ ,;);~ ~..~ .1 ~:-~) r".:-':"I f - </) "~_l c'rl U1 :Po :x '!? o N This notice is to serve as a reminder that the Status Report by Personal Representative under Rule 6.12 is due on the below listed date. 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 lS due by: 12/11/2007 Please feel free to contact this office with any questions you may have. If you have already filed your Status Reportr please disregard this notice. SinCerel~r il., .. _ ."to- L,P ,~<?<ttL !, ._"lbzM_j~A"'~'t/ Glenda Farner Strasbaugh Clerk of the Orphans' Court cc: File Counsel Cumberland County - Register Of Wills One Courthouse Square Carlislel PA 17013 Phone: (717) 240-6345 f"..) 8 ~ Date: 11/14/2007 C:;) ;:LJ ~g ....., r "1-1 Z t.~ co-o 0 \......j IRWIN HAROLD S III m;;:r:C":> -= :::D ::o~r- C:J ~u5gj U1 n', .t:::. ^ C-:J 64 SOUTH PITT STREET 0 C~ CARLISLEI PA 17013 "go > 'n S.5 "Tl ::J: .'-'- :! "; '. C c-) ; :0 'e "o-i ,r'1 )> 0 ) (.:) N '-..'~ RE: Estate of TROUT BERTHA L File Number: 2001-00592 Dear Sir/Madam: This notice is to serve as a reminder that the Status Report by Personal Representative under Rule 6.12 is due on the below listed date. As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES I NO. 103 SUPREME COURT RULES DOCKET NO. 11 for decedents dying on or after July 11 19921 the personal representative or his counsell within two (2) years of the decedent's deathl shall file with the Register of Wills a Status Report of completed or uncompleted administration. This filing lS due by: 12/11/2007 Please feel free to contact this office with any questions you may have. If you have already filed your Status Report I please disregard this notice. SincerelYI t;-. ' V' .. i ~~. IJ .fJ ,tl%)(..(,t'$i.. ~.?t!VtI?&"i:j.k.!.C#Lt^~~/ Glenda Farner Strasbaugh Clerk of the Orphans' Court cc: File Personal Representative(s) f~" ' l ,.. Pa. a.c. Rule 6.12 STATUS REPORT REGISTER OF WILLS OF cUMa\iR~rvo COUNTY, PENNSYL V Al'-/1A Date of Death File Number: \1 200 \ - 005 q 2.... Name of Decedent Pursuant to Pa. 0 C Rule 6.12, I report the fo Bowing with respect to completion of the administration of the above-captioned estate 1. State whether administration of the estate is complete: . . . . . . . . . , . , . . . . . . .. 0 Yes ~o 2 Ifthe answer is No, state when the personal representative reasonably believes that the administration will be complete: 3. If the answer to No.1 is YES, state the following: a. Did the personal representative file a fmal account with the Court? . . . . . ., DYes DNo b. The sqarate 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? .......... .."." DYes DNo d. Copies of receipts, releases, joinders and approvals of fom1al or informal accounts may be flied with the Clerk of the Orphans' Couli and may be attached to this report. ~:~~. (~:-; Dale ~ /. ~ -ilL C~) ~~--~' -7 ,!::= G:: ~'. -.,- -:--':, ,- s'~, - a:: C~~. ,,--::-,','..7. I.... ._.' (,.,) , _ ~ ,~ . ,- C," c::~~. r-,..- C'. Ci~: c- r--- = = C"-.J C5 Capacity: ~personal Representative 0 Counsel _~~ s~m) :l'ieopeJS~;~'s FOa,,=> SfRU\J6 t\ ~ Address ~ ~~V\ u...~ ffi \'112-'4 ~"'O TelepholJe ..::T , u w a ~ Cumberland County - Register Of Wills One Courthouse Square Carlisle, PA 17013 Phone: (717) 240-6345 " , . Date: 11/14/2007 , IRWIN HAROLD SIll 64 SOUTH PITT STREET CARLISLE, PA 17013 RE: Estate of TROUT BERTHA L File Number: 2001-00592 Dear Sir/Madam: This notice is to serve as a reminder that the Status Report by Personal Representative under Rule 6.12 is due on the below listed date. As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES, NO. 103 SUPREME COURT RULES DOCKET NO. I, for decedents dying on or after July I, 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 lS due by: 12/11/2007 Please feel free to contact this office with any questions you may have. If you have already filed your Status Report, please disregard this notice. Sincerely, '~'l~~ Glenda Farner Strasbaugh Clerk of the Orphans' Court cc: File Personal Representative(s) Cumberland County - Register Of Wills One Courthouse Square Carlisle, PA 17013 Phone:(717) 240-6345 r~ r _~ ~ _ _ 7 _, ,. ~ Ci. ~~ _ - - ~~ Date: 11/18/2008 ``~~ +~ -, IRWIN HAROLD S III 64 SOUTH PITT STREET -~~ c~ ~ 1 CARLISLE, PA 17013 '~ RE: Estate of TROUT BERTHA L File Number: 2001-00592 Dear Sir/Madam: This notice is to serve as a reminder that the Status Report by Personal Representative under Rule 6.12 is due on the below listed date. As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES, N0. 103 SUPREME COURT RULES DOCKET NO. 1, for decedents dying on or after July 1, 1992, the personal representative or his counsel, within t°s~o (2 years of the decedent's death, shall file with the Register_ of Wi_7.7_s a Statu;~ Keport of completed or uncompleted adrni_nistrat~ on. This filing is due by: 12/11/2008 Please feel free to contact this office with any questions you may have. If you have already filed your Status Report, please disregard this notice. Sincerely, Glenda Farner Strasbaugh Clerk of the Orphans' Court. cc: File Personal Representative(s) Cumberland County - Register Of Wills One Courthouse Square Carlisle, PA 17013 Phone: (717) 240-6345 Date: 11/18/2008 ~~ - _-~ a O ca _ I RW I N RHONDA S ; --~ ~'~ ~' 110 WEST BIG SPRING AVENUE - - = ~,:~ NEGIVILLE, PA 17241 - -. ~ '~ - ; _'~ ~ , . _, --~ ,` r..~ - .: RE: Estate of TROUT BERTHA L File Number: 2001-00592 Dear Sir/Madam: This notice is to serve as a reminder that the Status Report by Personal Representative under Rule 6.12 is due on the below listed date. 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 V~~i_~-ls a Status Deport of completed or uncompleted administr_a_t.ion. This filing is due by: 12/11/2008 Please feel free to contact this office with any questions you ma,r have. If you have already filed your Status Report, please disregard this notice. Sincerely, Glenda Farner Strasbaugh Clerk of the Orphans' Court cc: File Counsel Cumberland County - RE~gister Of Wills One Courthouse Square Carlisle, PA 17013 Phone:(717) 240-6345 Date: 11/18/2008 IRWIN HAROLD S III 64 SOUTH PITT STREET CARLISLE, PA 17013 C~ ,. C? C7 ?7-EJ/'~ -.~..,t ~-~,~s~ L l _ .. i :'> < -~ - -;~ _~i ~) --I ra 0 c;~ e~ d~ as 0 _.3~ T ~• ~ ,-_~ RE: Estate of TROUT BERTHA L File Number: 2001-00592 Dear Sir/Madam: This notice is to serve as a reminder ~_hat the Status Report by Personal Representative under Rule 6.1~ is due on the below listed date. As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES, NO. 103 SUPREME COURT RULES DOCKET N0. 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, shad file with the Register of Wills a Status Report of completed or t:ncompleted administration. This filing is due by: 12/11/2008 . ~._ _.~ i :_'~ -. __ ~_.. _ r r-i Please feel free to contact this office with any questions you may have. If you have already filed your Status Report, please disregard this notice. Sincerely, /~~~ Glenda Farner Strasbaugh ~,lerk of the Orphans' Court cc: File Personal Representative(s) Cumberland County - Register Of Wills One Courthouse Square Carlisle, PA 17013 Phone: (717) 2~~0-6345 Date: 11/18/2008 RWIN RHONDA S ~ ~ -, ~ o ~ -~.~ 110 WEST BIG SPRING AVENUE _ ~ ,~ r._ ~,. ~' t NEWVILLE, PA 17241 = -; ~_i `° - ~ _ - . . }~ _ _ Q ~) ,C" RE: Estate of TROUT BERTHA L File Number: 2001-00592 Dear Sir/Madam: This notice is to serve as a reminder that the Status Report by Personal Representative under Rule 6.1~ is due on the below listed date. As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES, N0. 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 is due by: 12/11/2008 Please feel free to contact this office with any questions you may have. If you have already filed your S*=atus Report, please disregard this notice. E~incerely, i/~~fL~ l~z~~~~ Glenda Farner Strasbaugh Clerk of the Orphans' Court cc: File Counsel ~~. ®.~. ~~~e 6.~2 S'I'~lIJS P~~~ REGISTER OF WILLS OF ~~Q~l'CLN COL~~fTY, PEN-NSYLV~NI_~ Name cf Decedent: Date of Death: ~2~~~~'~DO~} o. - ++,. D., rl r' D 1 ~ I` T -o„O~ L the fn1101znr,a ~zrith racnPr.t to r.nmt~~PttC17~ of T~~e 3d7117711>tl-at1011 Of 1 ui.iuaii~ w 1 u, v.~,-. l~uie v. , i i..N 'b Y`-- r-=--- the above-captioned estate: 1 . .~Jtat.; e~'"iietiier 3dii:ii;istratl^vll of tii.". eStw to '.5 Complete : . . . . . . . . . . . . . . . . ~ Yes ~ ?~7n 2. If the answe>"is No, state when the personal representative reasonably believes that the administration will be complete: 3. If the answer to No. 1 is YES, state the following: a. Did the personal representative file a final account with the Court? ....... Yes ^ No 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? ............................... ~] ~'es [] No d. Copies of receipts, releases, joinders and approvals of foiznal or informal accounts maybe filed with the Clerk ofti~e Orp hans' Court acid may be attached to this repoT-~. i l1- 2~-2008 ' Dnte Signatur of Person ding this torn: Capacity: Personal Representative QCounsel -_~ - ~ ~ Rl-~01~6Jfl ~ ~ t~ c ~- . _ } - C Name of Person Filing this Form : ~ tto l~ d3~~ ~PRi~l~ h ~~E ., 9 ' _ -- ~ ; Address ~~~ c~.c ~~ I`~ 241 ~ , L_.. --., , ~ ~~ Telephor:e :: c~.t Form R61%l0 rev. l0-l3.0G A ~„} File Number:_ ~~' d©~? Cumberland County - Register Of Wills One Courthouse Square Carlisle, PA 17013 Phone:(717) 240-6345 Date: 11/17/2009 n ~~ ~~ x o~~ 0 Q t V z < < '' r~•r ; r ~~ r , -, c: ~ ~> ;`_ ~:°:°~ ., IRWIN HAROLD S III 64 SOUTH PITT STREET CARLISLE, PA 17013 RE: Estate of TROUT BERTHA L File Number: 2001-00592 Dear Sir/Madam: This notice is to serve as a reminder that the Status Report by Personal Representative under 'Rule 6.12 is due on the below listed date. As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES, N0. 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 is due by: 12/11/2009 Please feel free to contact this office with any questions you may have. If you have already filed your Status Report, please disregard this notice. Sincerely, Glenda Farner Strasbaugh Clerk of the Orphans' Court cc: File Personal Representative(s) Cumberland County - Register Of Wills One Courthouse Square Carlisle, PA 17013 Phone:(717) 240-6345 Date: 11/17/2009 IRWIN RHONDA S N C ~ ~- ~' 110 WEST BIG SPRING AVENUE o ~~~ NEWVILLE, PA 17241 ~ ~ ~cn -.~ ~; ~~.a ~ ~~~ p n = ' ~ c:~.~::': c;~ - i ~ fi C ) _ - =- t~ t ,-~ ' n'i _ CO .. RE: Estate of TROUT BERTHA L File Number: 2001-00592 Dear Sir/Madam: This notice is to serve as a reminder that the Status Report by Personal Representative under Rule 6.12 is due on the below listed date. As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES, NO. 103 SUPREME COURT RULES DOCKET N0. 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 is due by: 12/11/2009 Please feel free to contact this office with any questions you may have. If you have already filed your Status Report, please disregard this notice. Sincer L~.~a2~G Glenda Farner Strasbaugh Clerk of the Orphans' Court cc: File Counsel IRW/N LAW OFFICE 64 SO~~TN PITT STREET HAROLD S. IRWIN, III CARLI8LE, PENNSYLVANIA 17013 717-243-6090 PHONE ________-___~_ www. irwinlawoffice. com 717-243-9200 TAMI L. sTUM a-mail: irwinlawo~ce@gmail.com FACSIMILE November 20, 2009 REGISTER OF WILLS CUMBERLAND COUNTY COURTHOUSE 1 COURTHOUSE SQ CARLISLE PA 170135 RE: Estate of Bertha L. Trout 2001 - 00592 Dear Sir or Madam: Thank you for your letter of November 17, 2009.. Please be advised that I no IongOr represent this estate. All future contact should be directed to the executrix, Rhonda S. Mechnrly, at 110 West Big Spring Avenue, Newville, PA 17241. In the meantime, I have forwarded your letter and the status report form to her to complete and file. Thank you for your cooperation in this matter. yours, Harold S. Irwin, I RHONDA S. MECH 110 W BIG SPRING AVE NEWVILLE PA 17241 • ~ _ :u ~, ~ z ~ ~ ~" ~ t...,._; .~,_~ o ~r 3 .:^7 ~ C ~.-~ r-'~ ... ~ ~ ---1 ~..} l...f..~ C"7 Cy -r, ~ ~ ~ ...T "t c~ c- ~C7 _'_- _: -'s ~V -+ N r... W K'"~ `"-j .. © , ~ w ii~.C. Rule 6. ~ ~ ~GISTER OF 1- ST,~'~'LT~ P®R~' OF NatneofDecedent: ~ COL~VTy pENNSYLVgNI,q Date nF'r\__.. ii, ~. 1 ., ~ ~ ~ ll.~i.,..~i" ~....,. --'~.. File Num 20p ~«~uant tc a ber: - ~. the bo ; u. O.C. Rule 6.I2, rr 92 a ve-captione d estate: `Port th`°• fplh~~,tno ~ ,it i o .~..1. respect to c~ -mpletinu of the administration of i l State whether administration ofthe estate is complete:. , , 2. If the auswe - t !s No, state ' reasonably believes that when the personal re ~ . ~ Yes Uze administratio Presentative No n will be complete: 3 Ifthe answer to No. 1 is YES state the fol]o a. Did the personal re wing: The se Presentative file a fnal acc with t b• ount re Pazate Orphans' Court No. ( he Court? . . presentative's acco if any) for the QYes ~No unt is; personal c. Dtd ~e personal representative state an account infdrmallY to the parties in interest? d' Copiesofrec ............. filed with the ejPts, releases, Joinders and a ....... .. 'Yes Cleric of t]re p PProva]s of ~No rphans' Court and ma formal or info ~n1e ' ~ ry Y be attached to this rel accounts may be J `i port. Siyr„~ture z r A'AM olPerrort FiLS,~ ` IVi /1 /~ ,t uForm '~ ]] Capacity; ~., N 9N6~ ~\ n1~rsonalRepresentative ~"] ~ Counsel t, g~ T 'V !-~ u. Nnme ofPzrson ~ ~ TI v ~, ~IV 7~RLV ~ ~~ ~ ~ Filirt ` ` . I 1 ~, ~ . Z th(r F J 7 2 Ls., ,µ. a~m ~R W I IV h C/a v p U ~~~ _ / a ~- -4 ruePnane ~\ v~ i a. ~.C. Fcuie 6.1~ S'T~TJS P.EP®R'I' REGISTER OF WILLS OF COU~~fTY, PENiVSYLVANIA Name of Decedent: n 1701 qff L- l / ` ~ R(!~1 1 Date of Death: IBC I«' ~~4 File Number: GAO I" 0~'~ ~~ Pursuant to Pa. O.C. D^'° 6.12, : report tl:e ,~llo,,,ing `riit]7 r~ecpect to r•nmp]etlnn of the administration of ,.~,.,, the above-captioned estate: 1. State whether administration of the estate is complete :.................... D Yes No Z. If the atisweris No, state when the personal representative reasonably believes that the administration will be complete: 3. If the answer to No. 1 is YES, state the following: a. Did the personal representative file a final account with the Court? .....:. flYes ~No b. The separate Orphans' Court No. (if any) for the personal representative's account is: c. Did the personal representative state an account infom~ally to the parties in interest? ............................... ~l'es O No d. Copies of receipts, releases, joinders and approvals of formal or informal accounts maybe filed with the Cleric of the Orphans' Court and may be attached to this report. Dnre I ~'~,~~ Nc1T~ DAME C1t~1~6~ N _ - _ ~ . u-.~ =f- N =~ cn :°- ~ W U~u i__t .. C 0 ts:. a N Fo-m R~1'-/0 rev. 10.13.06 Signnlure ofPerzar Filing (rs Form Capacity: ~, Personal Representative OCounsel ~~1rR~y ~~ ~ S'r ~ ~LJ ~"1Rw~N^ ~~ ~+~ ~~ M cN Nnme a~Persan Filirr This Farm ~~ ~~~ ~~~ ,1 ~~G ~~~~ A dress ,~ I 1 Telephone (\\ v N soLVEN 1505607121 REV-1500 EX (06-05) OFFICIAL USE ONLY PA Department of Revenue Bureau of Individual Taxes INHERITANCE TAX RETURN County Code Year File Number PO BOX 280601 Harrisbun~, PA 17128-0601 RESIDENT DECEDENT 2 I ~ I ~~~ ENTER DECEDENT INFORMATION BELOW Social Security Number Date of Death Date of Birth I(~1- id-3'~SO ~z-11-24- os ,2~~ ~qo~ Deced nt's Last Name Suffix Decedent's First Name MI ~ ©u`r ~~R~'H~ L (If Applicable) Enter Surviving Spouse's Information Below Spouse's Last Name Suffix Spouse's First Name MI Spouse's Social Security Number FILL INAPPROPRIATE OVALS BELOW 1. Original Return 4. Limited Estate ® 6. Decedent Died Testate (Attach Copy of Will) 9. Litigation Proceeds Received THIS RETURN MUST BE FILED IN DUPLICATE 11V~ITH THE REGISTER OF WILLS 2. Supplemental Return ~ 3. Remainder Rletum (date of death prior to 12-1-82) 4a. Future Interest Compromise (date of ~ 5. Federal Estate Tax Return Required death after 12-12-82) 7. Decedent Maintained a Living Trust 8. Total Numbef of Safe Deposit Boxes (Attach Copy of Trust) 10. Spousal Poverty Credit (date of death ~ 11. Election to tax under Sec. 9113(A) between 12-31-91 and 1-1-95) (Attach Sch. i0) CORRESPONDENT -THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED T0: Name Daytime Telephonel, Number R N©t~ t~ s . 1 R ~ -(~ CM EGHT LY7 "1 I'~ - "1'1 lb -'18' 4~ Firm Name (If Applicable) First line of address ~ t 0 1~~5T' Second line of address City Or POSt Office N ~u~ U I ~L~ Correspondent's e-mail address: StaJt~e Z( I~`P{Codeu N REGISTE F WILLS US NLY '~ ra "?, ) -"' ~' G~ ~ f'f t ~ti. ,-, ~ ~ r-- ~- ~_ , . ~~ - ~~~ ~ C) ~ -~' --t ~ .. BIDE FILED ~,~ w -*7 ,-~ i .';) i^. _ i i~ ':":7 r. '? -rj `__, ~-t (=~> -,~ Under penalties of perjury, I declare that I have examined this retud, including accompanying schedules and statements, and to the hest of my knowledge and belief, it is true, oorect and complete. Dedaretion of preparer other than the personal representative is based on all information of which preparer has any knowledge. SIGNATI~RE~OF PERSAW RESPONS LE FILII~(.a RETtjRN /~ Q~ f _ DATE ~. ADDRESS ~~~~ ~ATE~O SAMC ~ - PLEASE USE ORIGINAL FORM ONLY Side 1 1505607121 150560711 J B~~ sp~~rot~ q~~, ~~ r 'C22L09SOS'[ 'C22L09SOS'[ Z ePlS 1N3WAVd213A0 Nb' d0 ONfld321 ~/ JNI1S3f1D321321V f1OA dl lVAO 3Hl NI llid 'OZ 66 ................................................ anQ Xel'66 • '86 56' X ales le~alepoo le algexel b6 aul~;o lunowy •86 • 'L6 Z6' X ales 6u!Igls le algexel b6 aul~ to lunowy •L ~ 'g6 -~• X elegy lesull le algexelb6aul~;o lunowy •96 • 'S ~ p' X (Z' 6)(e) g ~ L6 •oa$ ~apun sac;sued ~o `ales xel lesnods ayl le algexel b6 aul~;o lunowy •5L S31V21318tr~IlddV 2104 SNOIl~f1211SN1 33S - NOI1tIlfidWO~ XHl 'b6 .................. (£l aul~ snulw Z6 aul~) xel 03 3oa~gnS anleA 3aN 'b6 9h'1~~S~GZ 1 G'9E8 s+~ •£~ • • • • • • • • • • • • • • • • • • (~ alnpayog) spew uaaq lou sey xel of uopoala ue 4olynn ~o; slsnal £ L 66 oaS/slsanbag leluawwanoO pue algell~e4O •g 6 •Z6 ......................... (L 6 aul~ snulw g au!l) a;e;s3;o anleA aaN 'Z6 6 L ........................... (0 6 '8 6 saul~ lelol) suoganPad lelol ' l l 'OL ' ' ' ' ' • • ' ' ' ' ' (I alnpayog) suall ~ 'saglllgel~ a6e6}~o(nl 'luapaoaa;o s;qap •06 •6 ' ' ' ' ' ' ' ' ' ' ' ' ' ' ' ' (f.l alnpayog) slsoO anpe~}slulwpy ~ sasuadx3 le~aun~ •g `~o • s$o '9 00 • pDD '~. ~O • ~b0 ,~ .8 ........................... (L_ 6 scull lelol) slassy ssaO 1e3o1 '8 •L • • • • • • • palsanbaa 6u!IIl9 ale~edag~ (O alnPa4oS) iq~adad alega - snoauellaoslW ~ SJa;sued sonln-~alul 'L •g ....... palsanba21 6u!IIlB ale~edag ~ (~ alnpayog) ~(laadad paunnO ~llulof •g --•g • • • • •• • • (( a npla~ryoS)~dl~a1a euo~a sn auellaosl~~g Aso®a ~luy e~e~ •5 ~Q ~Tl, J ~' (~O~ ~ ' p, ' • 1 ~'' ,•~ aIS) al~geniJaoUab~s~aloNN+g~sUaBe'6;~ow •b .£ ..... (O alnpayog) dlys~olal~dad-slog ~o dlys~au}~ed 'uolleJOCLoO PIeH ~(IasolO 'E ,Z .................................. (8 alnPa4oS) spuog pue sWoo3S 'Z 6 ........................................ (y alnPa4oS) alelsa lean • 6 NOIlVlf111dV~321 u~ .ewary 08G~ - O(-1 ~J 1. ~. ''t ~agwnN ~unoag ler~og s,luapaoaa X3 0056-n32i 'C22LD9SOS'C REV-1500 EX Page 3 n__~~1....~~.. r..w...le4s Arlrlre~~• File Number ^ i ~ ~ ~/ti~~~ ...........,...... ~~...r•--- - -------- DECEDENTS NAME ~~~~~ ~ ~ 1 ~ ~ ~T STREET ADDRESS ~ 1 00 ~ ~ ~1. 1 I 1 ~~ . CITY ~ ~ n ~ I ~ ~ STATE ~ ZIP Tax Payments and Credits: 1. Tax Due (Page 2 Line 19) 2. CreditslPayments A. Spousal Poverty Credit B Prior Payments (1) C. Discount Total Credits (A + B + C) (2) 3. Interest/Penalty if applicable D. Interest E. Penalty Total Interest/Penalty (D + E) (3) 4. If Line 2 is greater than Line 1 + Une 3, enter the difference. This is the OVERPAYMENT. Fill in oval on Page 2, Line 2tt to request a refund. (4) 5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. l5) A. Enter the interesl on the tax due. (5A) B. Enter the total of Line 5 + 5A. This is the BALANCE DUE. (5B) Make Check Payable fo: 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 : ................................................................... ... ^ b. retain the right to designate who shah use the property transferred or its income; ............................ ... ^ c, retain a reversionary interest; or ............................................................................................. ... ^ d. receive the promise for life of either payments, benefits or care? .................................................... ... 2. If death occurred after December 12,1982, did decedent transfer property within one year of death without receiving adequate consideration? .................................................................................... ... ^ or her death? t hi it k ' ' ^ ...... s y a account or secur or payable upon death ban in trust for 3. Did decedent own an ... 4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which ~ ^ contains a beneficiary designation? .............................................................................................. .... IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN. 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 three (3) percent p2 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 zero (0) percent [72 P.S. §9116 (a) (1.1) (ii)]. 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 childtwenty-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 zero (0) percent [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 four and one-half (4.5) percent, except as noted in 72 P.S. §9116(1.2) p2 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 twelve (12) percent [72 P.S. §9116(a)(1.3)]. Asibling isdefined, under Section 9102, as an individual who has at least one parent in common with the decedent, whether by blood or adoption. REV-1508 EX + (6-98) SCHEDULE E COMMONWEALTH OF PENNSYLVANIA CASH, BANK DEPOSITS, & MISC. IN RESIDENT DECEDENT PERSONAL PROPERTY ESTATE OF ~~~~~ ~• ~~ ` FILE NUMBER Z~ 1 oI .. ~~ InGude the proceeds of IitigaGon and the date the proceeds were received by the estate. 1 All property ' intly-owned with right of survivorship must be disclosed on Schedule F. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH . v ~R ~ z©N CR~~1 i t3~~}~C~ R~~v- ~+O 23 d7 ale.: ~i-7-7b1-2'14S 2 ~ CN~CKS Q~Posi~-Q ~la,5'05 N~~ 3~8~ 2. ORRS'~bt!~N Q~NIt P~1U1~„ f~CCCx.n'NT 2312, OS RICA : los-oo~ll$ I ~IX~Si~E.I~ 12-2s-04 It~Tfo ~t~R1J~1' ~s~R~] 3 ~ V~R~zoN CFpR M~:R ~N f~~ER~ P~;~Sior~ ~pos~ i ~1J I-11-b~ ~Tia `I~0 t~ Esc-~©w 7 Z "I ~ 9'0 ~ ~ ~N , 1 ~i. ~~Sc~ ~~ t `; : CL~`C~ ~~N6, s icy ~ ~~~ i~ ~ N A ~ 250 0~ O~.D ~ ~ I.~V is to c~ sus~~~vo~~ ~ SSA(" ~sil-ru~-ot~: ~ ~Ig I~W.O~ PER (bllRT ORD~ OF 12.- 2- 2oC)3 03 - 0322 CRIMINflI~ -~Rh1 CUM(3~~N~ CouN-tY CD~AR i of cr~MKOtU Pl~s ~, U,ES~.`~ otFR,JR. TOTAL (Also enter on line 5, Recapitulation) ~~ I S 3 r ~ 0 0 . ©Z~ (If more space is needed, insert additional sheets of the same size) ~ '~ ~ ~- ~~ _ r! :1~ C'~os~ ~,~ /T~ 7DJeaurour~ ate ~ ~'f` Account Number ,/~~~ ~,('~ Cad ,~/ ~ustomer Name__~~ ;~,~b ~. i .~, ~} C a \ vm ~i 53) Misc. Debit (58} .Regular w/d (51) Closing Acct. 66) MMA Debit (50) Closing Acct. _ 77} Correction ,~ " ~ '' 50) Closing Acct._.~"~ Customer Signatur ~ `' l 52) Hometown Investment Withdrawal r,n ~ ~.~r~..=; ;f; 7~ : - ' ~ ` ,,,~i, ~ u ~~i ~~~.,tti~r~,,~~/~~ s' ~#~.~'I~tt#f:~ :ill 'repared ~y ~ h.f ~ ~~.~~ :ri~~:~, ~'~:~.f . , VYRB072 ~ Verizon's Benefits Center 100 Half Day Road Lincolnshire, IL 60069 BERTHA 0 TROUT C 0 RHONDA IRWIN AGENT 64 S PITT ST CARLISLE PA 17013 ~Z~n 0094875 0212218771 Page 1 of 1 FOR INFORMATION CA~LL VERIZON BENEFITS CENTER 1-877-275-8947 PAY ON; 01/01/2005 NOTIFICATION OF ELECTRONIC F NDS TRANSFER ASSOCIATE MED B VERIZON BERTHA 0 TRDUT DESCRIPTION THIS PAY YEAR TO DATE 028823800AM ASSOCIATE MED B 3780 01 MED 8 $29 9 EFFECTIVE ON YOUR 1/1/05 CHECK, CHANGES IN FEDERAL AND/OR STATE TAX TABLES MAY CAUSE A CHANGE IN YOUR DEDUCTION AMOUNT. Advice Number: 0212218771 Pay Date: 01/01/2005 ASSOCIATE REG PENSION PLN MONTHLY PENSION GROSS BENEFIT MEDICAL INSURANCE NET PAYMENT AMOUNT ~Z~~ . O $29.90 $700.00 $700.00 $729.90 $729.90 $2.00 $2.00 $727.90 $727.90 Deposited to the Account of: Bank R/T Number Account Number Amount BERTHA 0 TROUT 03131503 108006118 $727.90 DEPOSIT ADVICE NON -NEGOTII~BLE REV-1510 EX + (6-98) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN SCHEDULE G INTER-VIVOS TRANSFERS 8~ MISC. NON-PROBATE PROPERTY ESTATE OF ~~~, ,,, ~ 1 ~~ i FILE NUMBER ~ I O I ~~ 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 NAMEaFTHETRANSFEREE,TNEIRRELATICNSHIPTODECEDENTAND THE DATE OF TRANSFER ATTACIiACOPY OF THE DEED FDR aEAL ESTATE. DATE OF DEATH VALUE OF ASSET %OFDECD'S INTEREST EXCLUSION IFaPPUCAeLE) TAXABLE VALUE G~ M,~~~U ©F _ (~ ~~,' iC~ . .~ 3t o00 • 106 ,~ 3 tao~ . ~ C~Rou P Qo~, t t! ~ ~~.~~~ R~vp ~UhI~~R.,: I3~ 3~ v~ -xn lu , K F5 '~ o~ $E~Z`~NA L ~ l ROtJ I -l eNEc~ 326 ~31~1 t~~pos~ _ ~v 2-Z4 -05 tt~o lIbR1~~ ~~=~d~] TOTAL (Also enter on line 7 Recapitulation) I ~' 3~ Q~ o d~ (If more space is needed, insert additional sheets of the same size) 1'rgdent~al c~ r'inancial nuuGnum ui~uiance w~npany of i+menca ~_ If you have any GROUP LIFE CLAIM DIVISION questions about P.O. BOX 8517 this claim, please contact PHILADELPHIA PA 19101 800-524-0542 RHONDA S. IRWIN 64 SOUTH PITT STREET CARLISE INSURED: BERTHA L TROUT PA 17013 ~,.N~a~~a~~~~~ ~~ ~~„~~~~ U t 1 ur~ 1 J Date FEB 18, 2005 CNTRL# 13935 cLAIM# 10589218 CHECK# 3260063141 PAY TO: RHnNDA S_ TRWTN ~T1MTAiTCmvamnn nt~ mun+ DESCRIPTION AMOUNT FROM TO DEATH BENEFIT 3,000.00 BENEFIT AMOUNT 3, 0 0 0. O PLUS ADJUSTMENTS O . O O 3,000.00 LESS DEDUCTIONS 0.00 CHECK AMOU NT 3, 0 0 0. 0 0 c~ ROXANNE KISTENMACHER GROUP LIFE RECORDKEEPING PO BOX 13676 PHILADELPHIA PA 19101 c: ATTACHED IS OUR PAYMENT OF THIS CLAIM. uder~ti~al <, Date ~'EB ~1 4'- AND~~0~0 ~~ N ~ ~~ ~,~ ~3.,~ ~,., ~~»~ , ..,o,,,.n iuo89218 .;. Insured: (BERTHA L TROUT Amount :Date RHONDA'S..IRWIN., ADMINISTRATOR OF THE C ESTATE OF BERTHA L I~ order TROUT ~~=.~.wn=n-: s~~' ~~ ~` w ' ~" N r, ~ ! t ~# r , ~ , ... t ~' ,r> ..~ ,w.,,F.,,..,~w.e II'3260063L4111' ~:03Li00225~: 20799500674L011' REV-1511 EX + (10-06) SCHEDULE H COMMONWEALTH OF PENNSYLVANIA FUNERAL EXPENSES ~ INHERITANCE TAX RETURN ADMINISTRATIVE COSTS RESIDENT DECEDENT ESTATE OF FILE NUMBER ~ ~~ ~~~ ~R'~~~ ~., `TRot~T Debts of decedent must be reported on Schedule I. ITEM NUMBER DESCRIPTION AMOUNT A. FUNERAL EXPENSES: Np~-F1~IR~U-~~-1 ~ U ~~RS~~.. HDM!~ ,11~~.. 14'~t 5. ae B, 1. ADMINISTRATIVE COSTS: Personal Representative's Commissions ~~ S ` ~~~'n ~ ~~,E~L1~~~ v Name of Personal Representati e (s) ~~1 ~1 2~ ~~1 S6 l ^ ~ ~ ~ L S~ ~ . dre Street Ad ss - hh ^^ ~~ ,, 11,, -- City - IV RIJ~JV I l.1 _~ State Zip 2. Year(s) Commissi~onnlPai~d: ~' Attorney Fees ~ RRt~ ~-4.~-~S . ~ ~ L~ 1N~..k~l-- ~ ~ R F. N ~~ ~ 1~ ~+ 1~..+ ~rV4 ~u 1 fl. ~ ~ S ~ 1\ G I lana~n) ~ ch ex imanCs d t h $ l Z- ~ r; tV p , a e same as t Family Exemption: (If decedents address is no Claimant Street Address Cry State Zip Relationship of Claimant to Decedent 4. ,,n~rr pp Probate Fees e(Q}t ~Rl„~lV~ C~C~ j? 3 ~ ~ © O oi' /~' Aarountants Fees ~ 7 Tax Return Preparer's Fees E(~ ~QL~ ~1.ONS ~~ Ala ~ S~1UT11~ ~~.._ ~ oN ~t ~' ~~ ~ ~ g~'~9 ' . . i ~ eou~U~' ~R ftss ' u~ M a~Rl~~ 1~. ao ~F ~IS~.R ©~ ~~~ ~ sNoR`t' c~R-tl F ~ C~~`S, 3~. QO Csf l-1 t~ ~ E~ S TOTAL (Also enter on line 9, Recapitulation) ', S {~~ ~cJ~,~. (If more space is needed, insert additional sheets of the same size) Hoffman-Roth Funeral Home, Inc. 219 North Hanover Street Carlisle, PA 17013 (717)243-4511 April 6, 2005 Harold S. Irwin III 64 South Pitt St. Carlisle, PA 17013- The Funeral Service for Bertha L. Trout 14425-235 We sincerely appreciate the confidence you have placed in us and will continue to assist you in every way we can. Please feel free to contact us if you have any questions in regard to this statement. THE FOLLOWING IS AN ITEMIZED STATEMENT OF THE SERVICES, FACILITIES, AUTOMOTIVE EQUIPMIENT, AND MERCHANDISE THAT YOU SELECTED WHEN MAKING THE FUNERAL ARRANGEMENTS. (A) OUR SERVICE: CREMATION PACKAGE #5 , $1450.00 FUNERAL HOME SERVICE CHARGES $1450.00 THE COST OF OUR SERVICES, EQUIPMENT, AND MERCHANDISE THAT YOU HAVE SELECTED $1450.00 Cash Advances Certified Copies of Death Certificates , $20.00 Coroner Authorization Cremation Fee, _ $25.00 TOTAL CASH ADVANCES AND SPECIAL CHARGES . $45.00 Total Total Cost , _ _ _ _ _ _ _ _ _ _ _ $1495.00 TOTAL AMOUNT DUE $1495.00 This statement is net and payable in full within 30 days of receipt. Please return this portion with your Remittance $ Amount Enclosed Service ID # 14425-235 Bertha L. Trout REV-1512 EX + (12-03) SCHEDULE I COMMONWEALTH OF PENNSYLVANIA DEBTS OF DECEDENT, INHERITANCE TAX RETURN MORTGAGE LIABILITIES ~ LIENS RESIDENT DECEDENT ~ ESTATE OF ~~'H) ~Rrl l..• 11~~-R.~ __ FILE NUMBER n ~ O) Q~~ Report debts incurred by the decedent prior to death which remained unpaid as of the date of death, including unreimbu~sed medical expenses. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH ,. I3Roc.K~~ {~ RMFl'C~C~ ?132 ,43 Zoq I~R'~- ~ ~~ E~ 5~.~~ `T ~'oRk , PR~ I'14o 3 f~ccoutlJ t ; ~Ro~ j3 2, o~tr~~~P.~ PH~RKE~~~~s o~ PR ~s~", LAC ~~4~~1, ~~. ~,D, # 6 ,Box 15 ~ N~~-P~~~~~ ~~ttU~~s ~~- ~~~s~~6 ~ ISM ~ ~ ccor,~~ : 3 Ito - 000 7 ~ 3 • 6MtUl ~R~ ~RRis~3u~~ 3q'~,59 su, i ~ ~o~ ZO so ~.~tvC~~ ~ lot~ro ~~~ H~RR153U R~, ~F~ I'll I ~ C~ou~ : ~ ~3q - 4 ~. ~+. ou~~.ook ~~Nr r-~ ~R~~~tv~eu~ 20,39.60 -~oo C~RAnA~~ ~~ H~C.IIRNI~,SStl~(~, PR I'10s0 RaoctN~i: ~~x-1 B CR~EKViEUJ j,YHRoUl~H 5~2DO3 U~I51L UAt~tE ~H(~iUC9E~ S. I,O~S~~.`Cbl~ ~ CR~~KV IEUU ~ ~ ~ oo ~l~A'IU~©N c~ v 3, quo 9~ M~c~~~t~t~S~RC~ LP 17055" P~c~c~1~.~Z ; ul~~ ~ Zo3 t ~RoM 5 ~2do 3 ~IRotlbl~ aR~ ~F ~1~}Ii -] TOTAL (Also enter on line 10, Recapitulation)'' S ~, l 1 ~~~ I W (If more space is needed, insert additional sheets of the same size) HROCtiIE PHARMAT'ECH E@S NORTH HEADER STREET YORK, PA 17403 PHONE : 717--E~:54°-3G~?8 STATEMENT OF ACCOUNT STATEMENT DATE: j•~'-~~~• /E49Q~ta• A FINANCE CHARGE OF 1. SG % PER MONTH (AIV ANNUAL PERCENTAGE RATE OF 18eO~ X) WTLL HE ~HARGED ON ALL AMOUNTS 3~1 DAYS OR MORE PAST DUE TROUT, HEFtTHA # TROUT RHOIVI)A I RW t.N GRP--Oh1' 64 SOUTN PITT-STREET PAGE 1 CARLTSL'E. PA 17th1:3 P _ EASE_DETACH HERE AND RETURN T P PO :1,_ N , ITH'YOUR PAYMENT BROCKIE RtiARMATECH '~0'3 •NOR.'CM. HEAVER STRFE`T YCIRK, P~1 1.7403 AMOUNT PAID T T TEAR OFF !PON: RECEIFT________ (OYer For Credit Ca;trd Payments -Check here TOP PORTION WfTH PAYMENfi T T OMNx~Aftl~ V`Cl~k:~ __ ~~- T~' F'AYMI- ' T" HE MAiI , ~ .r~ 1 ' 05/15/04 ': ~~'~&''10 } ~ r{ f<2 # ~ Dui„ - x:4v _ ~-~~ - ~, ~~ ` ~• ~ €~~, x 0 ~ } ~ C Yi kl. i io', ~;'~~ , : p k~:F. 6 ,. C i~t S I.. 1 fa:. ~ 5 Q 06/0.1!04 ~~~~~; ~° 50 ~T~~;l~ r~~~ " . 16.15 0. 06/04/04 ~'%Efc'J.~Ef,1 EO 1'YfrE ; ~1~ ~~~X f k~` 4 .a h~~ z ~~ ~ ~~ yy ~( p ~?n !~ //ryry V I ob/o9/04 ~ra~ao' ~ _ .~a Vl:~rt~IxN.,~H ~xzu . , M 1.73 r~~; , ; OCy/07/04 c'-/tNF-5c'~ fs0 C~Q~:RgI: 1~(XfMfa~.;~..; ti ~ .~ ' ~ , l7 , " Cj- 06!08/04 ?~p7~~35' 4H0 (~~ i'lA. . ~tH`:~11 ~; ~., ~ : ~ s ~.: , .; ; ~ 44.91 <; hl ; 06/f 0/04 i:!`%O~f+:{0 `' , G ;i0 7 FiE kA( .;F.'~1 o { } 7'ai~l ~ 7', ~ N a~, ' ' ~ ..49 , 0 TQLR~1~ IJ " r y } 11 n / q~, / ` ~ I~1., - 40w 54 'ryl ~ ~TiY ` ~ ~= _ •?: p~ .; .t.: 1~~'i~~ .'.00 ,' { t~Ukk1~:N'1' C:i•iR~tC~:;:c ~ ' . ~ R~;:O~; . IhIC;. F'M I''ali:.F~E I>l'l l'!:i ARIV.[171Ja 13AI..Ahi[`.H: `~ :y~, 002 37 CODE: C-COPAY _ N-NON COVERED ITEM O-OTC D~iUO t - , _C~REQtT: o ~ ~~~~ ONNICARE HARRISBURG w r 2080 LINGLESTOWN ROAD, SUITE 104 ~ HARRISBURG, PA 17110 u, ru r o RETURN SERVICE REQUESTED 30905-U847 0 0 nJ ,.I 0 o PHONE: 800-422-0633 r ADDRESSEE: i~~~lll~~~lll~r~~~~ll~~llr~rll~~~l~l~~l~lil~~~rll~~rl~~l~~~lll RHONDA IRWIN 64 S PITT ST CARLISLE, PA 17013-3220 STATEMENT OF ACCOUNT PAGE: 1 of 1 ACCOUNT NO: 1039-42 INVOICE NO: PH27599 DX NO: ~OP_E_D~. INVOICE DATE: 12~ /1~0~/ FACILITY: ~I'03TCOYALTON OF CREEK W PATIENT NO: 42 PATIENT NAME: TROUT, BERTHA (B) AMOUNT DUE: 397.59 TAX: 0.00 J DUE DATE: 01/13/2005 AMOUNT DUE: I 3 9 7. 5 9 30905-U847'1F309V96K000033 1 F30MEB7P:1.1 i~e~~®~.s~lwdl~~~l~r~u TROUT, BERTHA (B) 1039 LOYALTON OF CREEKVIE 1039-42 12/14/04 DATE RX N0. TRANS DESCRIPTION PHYSICIAN NDC N0. QUANT AMOUNT TYPE 11/29/04 89043264 CHARGE VITAMIN E SOfTGEL,W/DL-ALPHA 400 UNIT CAPSULE BINDER .00182-0082-10 30 3.61 OTC 12/0104- R10898T9 `CHARGE REFRESH U-D,P/F,30X.4ML 1.4-0.6%,DROPERETTE BINDER 00023-0506-01 60 21.66 OTC -- 12/06~04 81043268 CHARGE THERAPEUTIC TABLET BINDER 00182-4518-10 30 3.61 OTC 12~06~04 81043265 CHARGE 6ENAPAP CAPLET GEL COATED 500MG BINDER 00182-2154-01 60 4.96 OTC Messages For BiNirg Inquries please call 1-800-242-1273 Ext 200 or 199 FINANCE CHARGES are calculated at a MONTHLY PERIODIC RATE OF Monday through Friday 8:00 - 4:30 Thank You 1.50°~ (ANNUAL RATE OF 18.00%) based upon an unpaid balance outstanding 30 days or more. rc~vavua oA~hn~~ tnNrcuca 363.75 33.84 .t l.l'7AKbt I V 1 AL CFIAKlitS 0.00 397.59 ~- To Insure proper crodit, DETACH and RETURPI this portion in the enclosed envelope. ^ Please check if above address is incorrect and indicate change on reverse side. ACCOUNT NO: INVOICE NO: DX NO: INVOICE DATE: FACILITY: PATIENT NO: PATIENT NAME AMOUNT DUE: 1039-42 PH27599 OPEDX 12/14/04 1039 LOYALTON OF CREEKVIEW 42 TROUT, BERTHA (B) 397.59 AMOUNT ENCLOSED $ PAYMENTS & CREgITS AMOUNT DUE 0.00 397.59 30905-US47'1F309V98K000033 520234A 0000001039-427000PH2759920000PEDX20000397594 I~I~~Irl~l~r~l~llnrl~lnllin~nll~l~l~~n~lll~l~~~nll~l~lrl OMNICARE PHARMACY SERVICES OF HARRISBURG P.O. BOX 740391 CINCINNATI, OH 45274-0391 Outlook Pointe At Creekview 1100 Crandon Way Mechanicsburg, PA 17050 (-Rhonda Irwin 64 S. Pitt Street Carlisle, PA 17013-3220 Bertha Tront DESCRIPTION Private BALANCE FORWARD 07/28/00 STATEMENT OF ACCOUNT 12/ 17/2004 DATE QUANTITY CHARGES / (CREDITS) BALANCE 05/31/02 .. ~.. 2p,319.60 20,319.60 - Please ay this amount -Thank You! 20 319.60 PLEASE DETACH HERE AND RETURN THIS PORTION WITH YOUR PAYMENT Bertha Trout TROU B Rhonda Irwin Creekview 64 S. Pitt Street Carlisle, PA 17013-3220 Please Send I~,ayment To: BCC Dev. & Mgt. Co. (1043) 1215 Manor Drive Mechanicsburg, PA 17055 ~~_.' F Loyalton of Creekview R 1100 Crandon Way p Mechanicsburg, PA 17055 M November 22, 2004 Invoice: 5041 T Bertha Trout 0 c/o Rhonda Irwin Irwin Law Office 64 S. Pitt Street Carlisle, PA 17013 UNIT 203 Payments due by l t of month. Billing for: 12/41/2004. to 12/31/2004 Charges Current Prior Charges Total ~~ AL-Companion 0.00 272.42 272.42 AL-Single Resident 1500.00 3000.00 4500.00 Beauty Shoe 0.00 27.50 27.50 ~~ Late Fee 0.00 300.00 300.00~"""~` Total IIue and Payable 5099.92 ~C~~ ~~ ~~~~ a~' f J 3~ You may either;mail your payment to the address below or drop it off at the office. Thank you for making Loyalton of Creekview pour home. MAKE CHECK TO R Loyalton of Creekview E 1100 Crandon Way M Mechanicsburg, PA 17055 I T FACT001 (5/0p) BR160S, Dee Moines. IA 50308 (B00) 247.2343 vw~o w u.s.~. - - - REV-1513 EX + (9-0pl SCHEDULE J COMMONWEALTH OF PENNSYLVANIA BENEFICIARIES INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF ~~ ~` ~ _ _ i FILE NUMBER r~ ~ ©~ ~~pn NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY RELATIONSHIP TO DECEDENT Do Not List Trustee(s) AMOUNT OR SHARE OF ESTATE I TAXABLE DISTRIBUTIONS [indude outri~ ~ spousal distributions, and transfers under S ec .9 116 a) 1. 1. ~M ~- r~~ /~~. . ~O~t01: ~. ~~V~~~ Iv~E: l.~ ~ ~D ~, a, aox ~ luoop t3~ tom, tom" 4g2 ~l0 2. I,o~~s s. R~~R~O also ~~ o ~R~ `~ - N~~I ~uu I(~ ~ 6~ ~o NEVI t~~~ co g~ol2 ~s cR~ c~.s, 3 , TES F M~ C~t1R~~t~O p.o, ~ x z~~, 2 N~ N~ teo $ gas ~_ ~~~ ~~ I b, bb ~o c~ ro W• K~N~E~.N ~. (~1~'NO ~.11~I.~J pp, 0. ~ ~~ $gd5 bR6Nt~, N~t~ M~~JC(CO 2 ~~-~I ~ C~ ~~O • ~o to ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 T HROUGH 18, AS APPROPRIATE, ON REV-1500 COVER SHEET II. NON-TAXABLE DISTRIBUTIONS: A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAXIS NOT BEING MADE 1. B, CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS 1. TOTAL OF PART II -ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET i (If more space is needed, insert additional sheets of the same size) ~Cl'C I IrllrM I C vt- UCr1I n - l~Cl IIIICU U IVICIJIGtiI 11IVCA-U UIVf L.J - ® DONA ANA LAS CRUCES . id • i ifi Ph i C d b e, trauma, or (NOTE: If death is due to accident, homic .~ e ys an ert y c U L ° oca ort j unknown causes, refer case to Medical Investigator) Coun of Death City, Town, -F ra"°"'~ Middle Last Fi rst DECEDENT -NAME SEX DATE OF DEATH (mo, day, yr) rR ~ fl~~ ,, Jlaaa+l~+cJLS Q• 3. DATE OF 81RTH (mo; day, ys) AGE -last bidhday UNDER 1 YEAR UNDER 1 DAY RACE • 3pedfy White,. 81ack, Native IF NA11VE AMERICnN, 9perJfy Tribe sl N t li American, etc. avep, e car a, c.) Arnlietion (eg. Tja, MAR. 21 1929 sa. a MOS. DAYS 5. HOURS MINS. ~ 6a. 6b. - '---'-'- . DECEDENT HISPANIC? EDUCATION OF DECEDENT.- kndicate highest grads Spanish Mexican Cuban PuertoRican Other 6c, ~ NO ^ Yes Specify: ^ ^ ^ ^ ^ Specify completed 7. 0 1 2 3~ 4 6 6 7 $' 8 10 l t t 2 19 14 15 g6 17 + -- PLACE OF DEATH -Name of hospital or other facility ('rf neither, give street and number or location) Q MOUNTAINVIEW REGIONAL MEDICAL CENTER ~ ~ ---- Q LLJ HOSPITAL OTHER ^ Inpatient ~ER/Outpatient ^ DOA ^ Nursing Home ^ Residence ^ Other (Specify) U LD eb. STATE OR COUNTRY OF BIRTH CITIZEN OF WHAT MARRIED, NEVER MARRIED, SURVIVING SPOUSE (If wife, give birth name) WAS DECEDENT EV ARMED FORC S U ~ ~ . : COUNTRY WIDOWED, DIVORCED -Specify ^YES ~oNo .a i---- NEW JERSEY ,o. USA 11. ED az. q ,., ~ . SOCIAL SECURITY NUMBER USUAL OCCUPATION (Kind of work done during most of working life, even if refired) KIND OF BUSINESS OR INDUSTR TREASURER 56.MOONGATE WATE - tom 143-22-3687. . . 14. RESIDENCE -State County City, Tawn or location INS{DE CITY LIMITS? ~ ~ ORGAN , . ^YES ~7No DONA ANA NEW MEXICO ,6c. , ,~, ~ STf2EET AND NUMBER OR LOCATION 21P CODE 8012 18f t . FATHER -NAME Frst Middle Lest MOTHER -BIRTH NAME First Middle Last ~ o „ GEORGE OFFENBURGER~ ,. ANNA ~ xi INFORMANT -NAME (type or print) MAILING ADDRESS S1reeVRFD No. CityJTown State ZiP • , LOUIS A. GARIANO b P.O. BOX 2 METHOD OF DISPOSITION CEMETERYlCREMATORY • Name .SQ Z Q ^ Burial ISCremation ^ Rainoval from State ^ Donatron ^ Entombment. ^ Other (Specfy) SILLA ~]ALLEiX _ C~~~ 2 LOCATION Ciry/Town State SERVI o SON A UCHt Signature ~ LICENSE Nl1MBER O NM `~~'~ LAS CRUCES t : FSP 7, , r 2 ~ ~ FACILITY -NAME FD N Cityliown State ~ ~ a -' ~ ~BO LAS CTtUCES . NM GETZ FUNERAL HOME ~ ,,, 2t . ; ~ CERTIFIFJYS SIGNATURE - On the basis of examination end/or r DATE SIGNED (mo, day, yr) HOUR OF DEATH .v Z inveatigetton, in my opinwn deatA erred at the time, date r , h - 22 2002 OCT 1:35 AM _ ~ " ~ e cause( (4} ~ ,~J t and place and tlue to ha " ~ ` '' ~ . , 2. . r) PRONOUNCED DEAD (hour) PRONOUNCED DEAD ( c d .. F-- , , ~y T ~ ° ` mo ay, y ~ ¢ V ~~ ` ~ ~~i f"tz° s' ` , f i e r rr;~ m • ' ~` {'^a_r`r~ r'y~ a _ _ 2 v 4~ ~ ~ r V i ~ Oct . 13 200 2 1: _ _ ~ __ __ , 8. 2 ---" ------------------- --- ° ---~ °~~,~ x~ SIERRA MD '~~°-'~ E SILVIA M Y~ Y MANNER OF DEATH ~NATURAI. ~ACCNENT: ~ e TYPE/PRINTNAM ~ ~ 0 ^HOMICIDE ^UNDEfERMINF~7 7 IISUICI y ~ I L 22 . ADDRE 2 , ~`i--"- DATE FlLED AT NMVRHS (mo, day, Yr) STATE R'S SIGNA7U , ~ U ~- ~ ~ nO a ro ~ f e Q , a t v ~ r o . ,,. ~ WAS AN AUTOPSY PERFORMED? If yea, ware gr~dxgs comidered in dsrerminirg caun of daeth? LOCATION WHERE AttTOPSY WAS PERFORMED (CITY, STATE) V ^ YES ~ NO ^ YES ^ NO ~.r 4a. 24 2 1~ WAS RECENT SURGICAL IF YES, SPECIFY TYPE OF PROCEDURE DATE OF PROCEDURE It FemaM: H yea, e8timaU RMED? ^ Pregnant at rhos of geeui length of preg RF PROCEDURE PE O ^ Nol.prepnent, but pregnant vdtldtr 42 says of death ^ YES ,~ NO q root P~eM wltnm year tl W ~ wrm s wi r~ ub 5 tM ~ DESCRIBE HOW INJURY OCCURRED- (COMPLETE FOR ACCIDENT, SUICIDE, fOMICIDE; UNDETERMINED) HOUR OF IWURY - DATE OF INJURY - (mo, days. ~_ _ ~ 7a. b. 27. ~'- - F=- INJURY AT WORK PLACE OF INJURY - Speaiiyhome, term, street, etc. LOCATION SUeeURFD No: CNytiown State. ~ + .+ ~ ^ YES ^ NO ~ , Q 26. PART I.Enter the diseases, ity~ria~ or complications which caused the death. Do not enter the mode of dying, wcfi as Approximate iMerve J1~ ~ behveen onset and dt cardiac or reaptratory erresq shock, or heart failure. List only one cause per each line. V ~ !JJ }j' IMMEDIATE CAUSE (Final f~/i Yt~,b ~~- ~•i~.~ •' (~,L.fr~ ~ ~ ? disease orcondition l..u - reaurnng in death) ~~' a. DUE TO (O AS A CONSEQUENCE F): ~ Q U Sequentially list condidona, b. DUE TO (OR A9 A CONSEOUENCE OF): if any, laedmg to immediate cause. Enter UNDERLYING CAUSE(D'tseaee or injury c, which initrated events DUE TO (OR AS A'CONSEOUENCEO~: resetting in death} CAST d. PART II. Other atgnJficant twndldons contributing to death but not resulting in the underlying cause given in Part L ~/Yl- ~I7•LQJ 5HA D AREAS FOR MEDICAL INVESTIGATOR -LEGAL OFFICER IJSE 0 514253 _ 1 A 6 4 ~ 21 CERTIFIED COPY QF VITAL RECORD ~e-~~5~~~~df~ i'~F This is a true and> exact reproduction of all or part of the docutneat v 1 , 1 1 officially registered and filed with the New Mexico Vital State Re stray Records and Health Statistics, Public Health Division, ~ ~ 2 ~~~ ~ , I I ' ' 1 ~ r 1 ° Department of Health. DATE ISSUED LAST WILL AND TESTAMENT I, BERTHA L. TROUT, of 1100 Crandon Way, Mechanicsburg, Cumberland County, Pennsylvania 17050, do hereby make, publish and declare this to be my last will and testament, hereby revoking all wills heretofore made by me. I direct my personal representative to pay all of my debts, funeral and administrative expenses as soon as convenient after my decease. I direct that all inheritance taxes imposed or payable by reason of my death and interest and penalties thereon with respect to all property, whether or not such property passes under this Will, shall be paid by my personal representative out of my estate. 2. I authorize and empower my personal representative to sell any realty and/or personalty owned by me at my death a not specifically devised or bequeathed herein, at public or private sale or sales and to give good and sufficient deeds and/or bills of sale therefore, in fee simple, as I could do if living. My representative is authorized and empowered to engage in any business in which I may be engaged at my death, for such period of time after my death as seems expedient to said representative. 3. I give, devise and bequeath all of my estate of whatever nature and wherever situate to my nephew, George A. Offenberger, and my niece, Thelma Gariano, share and share alike, the child or children of any deceased beneficidry taking the share their parent would have taken if living. 4. I nominate and appoint Harold S. Irwin, III to be the personal representative of my estate, to serve without bond. If he cannot or does not serve, then I appoint Rhonda S. Irwin to be the substitute personal representative, also without bond. 5. I suggest that my personal representative retain the services of the Law Offices of Harold S. Irwin, III, Carlisle, Pennsylvania in the settlement of my estate. IN WITNESS WHEREOF, I have hereunto set my hand and seal this 26th day of August, 2004. i ,~~~~(SEAL) B ROUT ` Signed, sealed, published and declared by the above-named person as and for a last will and testament, in our presence, who at said person's request, in said person's presence and in the presence of each other have hereunto set our names as subscribing witnesses. ., ACKHOWLEDGMENT AND AFF/DA1~/T WE, BERTHA L. TROUT, CONSTANCE T. HESS, and ROBERT D. STAMBAUGH, the testatrix and witnesses respectively, whose names are signed to the foregoing instrument, being first duly sworn, do hereby declare to the undersigned authority that the testatrix signed and executed the instrument as her last will and that she had signed willingly, and that she executed it as her free and voluntary act for the purpose herein expressed, and that each of the witnesses, in the presence and hearing of the testatrix, signed the will as a witness and that to the best of their knowledge the testatrix was, at that time, eighteen years of age or older, of sound mind and under no constraint or undue influence. r ~.{ Date BERTHA L. TROUT /~r~ ~. ~¢ Date /~ u-sa- ~ . Z~1~4- Date CONSTANCE T. HESS ROBERT D. AMBAUG COMMONWEALTH OF PENNSYLVANIA COUNTY OF CUMBERLAND :ss: Subscribed, sworn to and acknowledged before me by BERTHA L. TROUT, the testatrix herein, and subsc ibed and sworn to before me by Co~sf„naLS and /~,~-,U S~/~~-~~occ~, witnesses, this 26th day of August, 2004. ro7~w~~sr=a~. ARL~St.4:BOR0UG COUN~O CUMBERLAND Notary Public MY COMMISSION EXPIRES OCT08ER 22.2806 No . 2001- 00592 PA No . 21- 01- 0592 Estate Of : BERTHA L TROUT /First, Middle, Lastl Late Of : HAMPDEN TOWNSHIP CUMBERLAND COUNTY Deceased Social Security No : 161-10-3780 WHEREAS, on the 28th day of December 2004 an instrument dated August 26th 2004 was admitted to probate as the last will of BERTHA L TROUT !First, Middle, Castl Late of HAMPDEN TOWNSHIP, CUMBERLAND County, who died on the 11th day of December 2004 and WHEREAS, a true copy of the will as probated is annexed hereto. THEREFORE, I, GLENDA EARNER STRASBAUGH , Register of Wi1Is in and for CUMBERLAND County, in the Commonwealth of Pennsylvania, hereby certify that I have this day granted Letters TESTAMENTARY to: RHONDA S IRWIN who has duly qualified as EXECUTOR(R/Xl and has agreed to administer the estate according to law, alI of which fully appears of record in my office at CUMBERLAND COUNTY COURT HOUSE, CARLISLE, PENNSYL VANIA. IN TESTIMONY WHEREOF, I have hereunto set my hand and affixed the seal of my affice on the 28th day of December 2004. ~~~ ~~ moister o t s ~ ~ C~~~ fi eputy REGISTER OF WILLS CUMBERLAND County, Pennsylvania **NOTE** ALL NAMES ABOVE APPEAR (FIRST, MIDDLE, LAST} INVENTORY REGISTER OF WILLS OF ~ COUNTY, COMMONWEALTH OF PENNSYLVANIA 1 SS COUNTY OF 21- VANI~ > o :;:-:~ ~ c_ y, ~ J 7.~ ~~~~2;~~ Personal Representative(s) of the Estate of ~ L, ~ R - -'' deceased, depose(s) and say(s) that the items appearing in the following inventory include all of the pei~n~l assets CO ereyei ate and all of the real estate in the Commonwealth of Pennsylvania of said Decedent, that the valuation placed gpposite~ch item ofsaid inventory represents its fair value as of the date of the decedent's death, and that Decedent owned no real estate outside of the Commonwealth of Pennsylvania except that which appears in a memorandum at the end of this inventory. I verify that the statements made in this Inven- tory are true and correct. I understand that false state- ments herein are made subject to the penalties of 18 Pa.C.S. § 4904 relating to unsworn falsification to authorities. Attorney -- (Name) (Supreme Court I.D. No.) (Address) (Telephone) DATE OF DEATH LAST RESIDENCE ~~ DECEDENTS SOC. SEC. N 12 - I I - 200} ~ loo ~~rot~v w~1~, hCCt~R~U ~~uR.C~ l 6 I - I~ - 3~18~ FIGURES MUST BE TOTALED C. v t=R tzc~ty cR~~iT B~~N~ R~~ '1t'1-'ibl - 2'145 2, oRRsTocsoN P~so~A ~ Q~ ~ ~1~~'IUT l08 -o0 Ca 118 3. V~tz©1N pt~stoN C~~n~L7 ~t~oRH~R ~~`~~~~ ~. p~,sc~vAL~~; C1.~iHtN~,, S1U+~ ~»iMI~LS OI,p ~~ L~ V -S f o~1 (Attach additional sheets as needed) TOTAL Z3,0'~ 2~i2.os n2'~ .90 X5'.00 b8~. NOTE: The Memorandum of real estate outside the Commonwealth of Pennsylvania may, at the election of the personal representative include the value of each item, but such figures should not be extended into the total of the Inventory. (See 20 Pa. C.S. ,¢ 3301(b)) Form RW-09 rev. 10.13.06 J ~w 1505610101 ~~~i~Vo E1Ct~-10) ~ Departrnerrt d Revenue P~ylvarda OFFlCIAL 118E ONLY BureauaFlrrdiWdualTaxes °°'"'"`"°"°"'• CouNyCode Year FNeNueber Po Boot a8osos INHERITANCE TAX RETURN .. _ _ .. :.... _..__.- ..... ~~~ RESIDENT' DECEDENT 21 ~ 1 1 / ~. ~~~~/ tO~ r>Fr•e~;o....es.. - .......... .... THIS RETURN MUST BE BLED IN DUPLJC/1TE Y~IiH THE ..................................................................... REGISTER OF WILLS FILL M APPROPRIAifi 0191L.S BELt)YU 0 1.Oripirrel Rehan r a. ~ Reharr ?005 O 4. Limited Estate O 8. Deoedelk Dbd Teemm (Attach Copy d W4} O 9. LNigetlon Procesde Received ... O' 4a. Future Interest Comprorryse (dam of death alley 12.122) O 7. Decederk 1lfatnmhred a Cluing Tnist (Attach Copy of Trust) O 10.9porral Poverty Credk (dam of death hehvaen 1231-81 and 1-1-96) O 3. Rernehrdsr Rehm (date o1 deaa- pdortc 12 13-82) O 5. Federal Famte Tax Rehan Itequlred ._ 8. Toml Nunlpsr of Safe Deposit Bcores O 11. Elec9on to mx older Sec. 9113(Aj G-ttsdl SdL O) --.......wnro. ~ - r me aecrloN NY6f BE Name ............................................... - - - s. Atp ~BIi19L TAX MIFORMATgN AI01!<D BF Dw6CTED 1G: _ ............................... ~Y~eTabphorle.Nrmher ~~ ~A,f N.EAfE UiE ORIOMIAL POIW ONLY 3505610101 Side 1 35056101D1 J~ t~soo oc aage a Decedent's Complete Address; Tax Payments and Credits: 1. Tax l.ite 1~ 2. A. Pdor ~ B. Discorart 3. Irrbrest ~~ ~~ ` O I r Y ~~ (1) Total Credits (A + g) (2) 4. M Line 2 e greater ihan Lure 1 + ~ 3, enter the digererrce. This ie the OYEItNAVNB~IT. (3) - liN bowl en PaN Z. Lhre 2! is rrgrrest a refund, 5. N Llne 1 + Line 3 ie greeter tlrarr Line 2, mbar the dr8erence. This is the TAX DIlE. ~) (5) ~~,,,A !;.- e,~~N„~; .; _,... aka d~edc payable to: REGISTER OF WILL ~~~~ S AGENT. .. . F J~Sra'ds3~2~+riiri:?3:iuosxr.»...... i .:'- __......._...,....'..r..nr.:er.+.::~:[:.'?„.:.:.'f.~i1*rcruar.~.-,,:,,." :~+lsif'~'rn... PLEASE ANSYYER THE F ~'~, ....:. -,~,,,„,,,~ OLLO11YNrG QUESTIONS BY PLACING AN '7(" IN THE APPROPRIATE ~p frKg 1. Did decedent make a trar>afer and: e. feYkl Lhe Yee b. re~irr Ure u9e ~ ircerrre of the property Iransfened :........................................ right to deeigrrab who strati use the .................................................. t~perly transtened or its income : ............................................ c. retch a re~rersiorragr lrrbsreat; or ................................................................................_........................................ d. reoeire the prenrfee for life of eitlrer peymer~, Heneflts or care7 ............................................................. 2. tf deetlr ocasred eibx Dec.12,1952, did deoederrt trerrefer properly wfyrn ane year d dealtr ......... ^ witlrout recexkr8 aorreideratlon7 ......_ ............................ ......... ................... ^ 3. Did deoederrt Own .... ..._ .................. an'1n trust for' or ................... 4. Did decedent own an individual retsem~ benlc awoum or aeprrily a< his a her destlr? .............. conmirrs a eooormt, a or atlrer non~robete properly, which berreticiery dear8rrebion7 .................................... r ~y~{~. .................................................................................... K~I iF T~ PMNRCR 1>D ~lilY AR TWC AQM/C N ttCS7~iu~w ~w Far dates d death on ar ef6Br July f , 3 tit [72 P.S. §9116 {a) {1.1) {i)). YOU MUST COMPLETE SCHEDULE G AMD FlLE IT AS la~'r ru Tue oe*r rnrv 1995, th@ tax rage ~ ~H"":r ...zn<, k5: xnposed on the net value of harrsiers to or for the use of the sunrAVirtg sPo~e is For dates of death on or attar Jan. 1, 1995, the tax rate imPaeed on tits net y~ ~ traders ~ or tier >fte use of tire [72 P.S. 39118 {a) (1.1) {naPpli~e even N ~ ~ ~~ a transfer b a swvivirg spouse from tax, and the stahrtay raqukemen>g disdosrrre of asset filing a tax reAlm are still 9 ~ ~ ~ For dates of death on or after July 1, ZOOD: • The fax nb6e IrrrPoaed on the net value of adoplMe parent or a stepparent of the dtild Is Opercosrrt~[72 PS. §5116(a )) ~ of ape ar yrourrger at dead to ar for the use of a rraksel parent, an • The tax rate Imposed on the net value of lrariSferg to or for the use of fhe deaedard'a Ilrreai 72 P.S. §911~1.2j I72 P.S. §8118(ax1)), ~ is d.5 percent, except as >~ ~ • Tha tax rats imposed on the net value of transfers b a for the use of the decedenPs ~ byp ~ « t'~pS.~116(aK1.3)). A sitting is defined, under Section 9102, as an individual who has at least one parmtt in commor- ~ the decedentn r ss~ 15D56101D5 REW-1500 EX Decedaa's None: B ~~ ~. ~ ~$ ~~ Sac~alty Number RECAPnULATpN 1 ~ 1 ~ ...~-d...._ 3 ~~Q 1. Real Eafete .- ............._..................................._..............._..._........... (Schedule A) ..................................... ' :......................................................................................: 2. 3kxdce and Bonds (sd~adule B) .......................... . ............ a. 3. Ckuely Held C.apaaYon. PsrYniahlp ar Sal-~P~aNP (Sdhed~ C) - 3. ...,....._..~.........._ ...:..:............................._._:.:.:...... 4. and Nokas Receivable (Schedule D) .J . ~O. ~ fq~l w~6 :.................................................................................. w..,,.,, 5. Cash. Bank uDap~oaibsNarpENi~~os ar~i~~• ~~~....... 4 ,::.,..:,:,..:...:..:..::.».,,.,..:..:...,. 5.` :.............................. 3 5 ~ ~~. B..ioinny owned Properly (schedule F7 C7 se rate BBl _ f.. ....---._....... 7. Ink~r•Vlvoe Tiansteta 3 P° ~9 Requseted ....... g. (schedule G) ABec°Mar'°°us N°""P'°baEe Pn~ti .:.....k.,...,..:. :....:...........:.::.:.:,...,.:.:_:::,:::..::..:.,.::., :. ::. «.: C SeParala Bl9ing Requested........ ~. s. roW B+vaeAeaeb :........................................3 ODO . op (total hies 1 thnxylh 7) ............................. 8. i....1~...~.~.................. 9. Funeral t3xpensee and gdmtnyy~~ Costa (Sd~edule H) ...... . 10. Debts d Decedent, bt°'~ape UebRWes, and Lima (schedule I) ............. . 11. Tofal Deduglpis (bfal Lines 9 and 10) ................................ . 12 Nat 1Mw of Esteb (LNie 8 rrdrais Llne 11) .............. . 13. Cherihrble and Govermnerdai .............. . ~ election ~ ~ hsa ~ ~ Bequeets/sec 9113 Trusb tar which made (sd~eduie J) ....................... . 14. Nat Value du6Jset to Tax (L1ne 12 minus iJne 18 T~V w ) .......... .... ....... ... --_ -•+••......w~ww. ~ as:E Ni7RlIC•t10N6 FOR ApP~ABt~E RA7F$ 15. AnpYatt of Lire 141sxable at the apO~mel taz rab, or translere under Sec. 8716 (axi•~ X .0._... 16. Aoatnt afi Line 14 ta~mble .:.•:........, :^,...w^...^.:........,r,....... ..............:w..:.~::.,.:,.::N,: ....-. . at Intel rate X .0 _ 17. Amc~ad of Line 1a b~ ................................................--- - 15. 18. 20. FiLL 1N THE OVAL IF YOU ARE REgJEtiTNO A REFUND OF AN ~RPAYMENT L~ 15056101D5 Sills 2 150561D105 REY id08 EX+(&9B1 SCHEDULE E CASH, BANK DEPb311'S, & MISC. ~...,a~. 8i-1~ L N ~* a ~ anal erber rwei.aw.e~~rie.aw, --- ar~ ..~ca+weie.~uo~aa~.F. Nl)N~ER p63~pT~ VAI.~AT~1TE ,. vry»»nERiz~N C /~~ ~^f3 t3UCE ~unfC3 OFDEIITH 12 a~~c~s as,~ ~hs1o5 Rao ~1s,~ 2. atRS"~ QR1~k Pa~~„ ~~~ 2342, cis Ak.~: ~o~_a©~us 3, V~R~z-o1V ~~~~~ ~kP~oYER~ P~si~r~ ~ ~t~s~3~, I-11-as II~Ca ~~oRN~' c~1 7 Z h . 9'~ .~~ P~Scx~aA~~: Gt,~'T~1 s~'c~~~~`p AC~tNAt ~ 2.~ ©a ~ ~1.~~1tSICat~ SU~~~U~~, ~ SS~'j' ~s~~-r~~~c~~ ~ ~I 2~~. 7, 5~ P~ R`C ~ of ~2.~ 2- 2~3 d3 ~ U 3 Z2 CRIK1iVfl1~ l1 Cu~~~~u~ ~©ut~7~~ C~t.lt~`~" o~ CrJNKc~N Pt~S ~, psi TG 7laN l'.. ~ Z©Ds 86 q.'~ ~ ~ ~ ~ : ~ ~': r~ ~ .~ _ m : n x m. ;~ sy „r. y~ w g ~. m m. z ~m ~~o:m ~ .~' ~ ~ ~ m ~ ~~ o ~ -~ ~;~~.~~: ~..~. '.., ~. h +.. D~ :A ~ ~, -~ ~: ~-~ m ~~ ~~ :u.~~. Wit), ~. 3a~ ~ `~~ ~ ~ m m ~~ ~ .~ ~ .~~ ~ s 3' 5: ~ _~ ~ ~ ~ ~ rn ~i ° w •' t~"1 !-+ °~ N ~ ._.p p ~ ~~ 6~ CrJ ~ o ~;~ ~ a o a a .~ m ~ :~ m ~ z 3 Q ~: ~ ~ .: .~ ,. ~~ ~` m` m ~: ~~ ~•.~~~ o ~~ ~. ~ ~~ :~ :~: ~ ~. f i ~a +a z © Q-• z ~4 ::. ~Cty oa'O ~~. C3Cd oa.y „~ ~~:~f ~ ~ ~ m o a~: m A ~ 4~` '~ :_. o ~ ~ m 'q~~ "~. m . ~. a "~: ~: BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION PO BOX 280b01 HARRISBURG PA 17128-0601 NOTICE OF INHERITANCE TAX A,Qp~p,I,S~M~N,~ -~AL.LOWANCE OR DISALLOWANCE _ ' DF' -DEDU~'T`~0~1~'S AND ASSESSMENT OF TAX . ,~. :~ _. .._ F - 1 ,.. _ i~_. .. r ~~~~ ~~~ ~LV ~~ ~{~~-~ j °v~~~T RHONDA IRWIN ~U~~3r~~~s~~~ ~4`~,~ ~,, 110 W BIG SPRING A NEWVILLE PA 17241 pennsylvania ~ DEPARTMENT OF REVENUE REV-1547 EX AFP C12-09) DATE 05-24-2010 ESTATE OF TROUT BERTHA L DATE OF DEATH 12-11-2004 FILE NUMBER 21 01-0592 COUNTY CUMBERLAND ACN 101 APPEAL DATE: 07-23-2010 (See reverse side under Objections) Amount Remitted MAKE CHECK PAYABLE AND REMIT PAYMENT T0: REGISTER OF WILLS 1 COURTHOUSE SQUARE CARLISLE PA 17013 CUT ALONG THIS LINE ~ --RETAIN-LOWER-PORTION-FOR-YOUR-RECORDS- ~ -_-__ ------------------------ -------------- REV-1547 EX AFP C12-09~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF: TROUT BERTHA LFILE N0.:21 01-0592 ACN: 101 DATE: 05-24-2010 TAX RETURN WAS: CX) ACCEPTED AS FILED ( ) CHANGED APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN hedule A) (S t t l E (1) .0 0 NOTE: To ensure proper c a e s 1. Rea (Schedule B) d d B C2) .0 0 credit to your account, on s 2. Stocks an 3. Closely Held Stock/Partnership Interest (Schedule C) (3) .0 0 submit the upper portion of this form with your 4. Mortgages/Notes Receivable (Schedule D) (4) .0 D tax payment. 5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) C5) 3,0 8 $.0 2 6. Jointly Owned Property (Schedule F) (6) .0 0 7. Transfers (Schedule G) (7) 3, 000.00 (8) 6 , 088.02 8. Total Assets APPROV ED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expenses/Adm. CostslMisc. Expenses (Schedule H) C9) 4 5.8 3 6.71 10. DebtslMortgage Liabilities/Liens (Schedule I) t10) 27,537.46 C11) 73, 374.17 11 . Total Deductions 67,286.15- 12. Net Value of Tax Return C12) 13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) .0 0 T x t t S b t (14) 67,286.15- 14. a o jec e u Net Value of Esta NOTE: If an assessment was issued previously, lines 14, 15 and/or 16, 17, 18 and 19 will reflect figures that include the total of ALL returns assessed to d ate. ASSESSMENT OF TAX: 15. Amount of Line 14 at Spousal rate (15) .0 0 X 0 0 - .0 0 16. Amount of Line 14 taxable at Lineal/Class A rate C16) .0 ~ x 0 4 5 = .0 0 17. Amount of Line 14 at Sibling rate (17) . ~~ X 12 . 00 18. Amount of Line 14 taxable at Collateral/Class B rate C18) .0 0 X 15 - .0 0 19. Principal Tax Due (19)= .0 0 TAY ~`DCi1TTC. PAYMENT DATE RECEIPT NUMBER DISCOUNT C+) INTEREST/PEN PAID t-) AMOUNT PAID TOTAL TAX PAYMENT .00 BALANCE OF TAX DUE .00 INTEREST AND PEN. .00 TOTAL DUE .00 * IF PAID AFTER DATE INDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE DUE FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.u \?~ Cumberland County - Register Of Wills One Courthouse Square Carlisle, PA 17013 Phone : (717 ) 2 4 0 - 6 3 4 ~~r; ~(~[~~t,0-~ n,~F-Fn~ Off; I 2014 NOV 17 AM 9~ p f CLERK aF ~iPHAN`S CC?UR~' Date : 11 / 16 / 2 010 C~~A~ER~AN~ C~•~ !` ^! IRWIN HAROLD S III 64 SOUTH PITT STREET CARLISLE, PA 17013 I! RE: Estate of TROUT BERTHA L File Number: 2001-00592 Dear Sir/Madam: This notice is to serve as a reminder that the Status Report by Personal Representative under Rule 6.12 is due on the b~ll,ow listed date. As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT R$TLIES, NO. 103 SUPREME COURT RULES DOCKET NO. 1, for decedents dying oa~'lor after July 1, 1992, the personal representative or his counse~.,',within two (2) years of the decedent's death, shall file with the ate aster of Wills a Status Report of completed or uncompleted administration. This filing is due by: 12/11/2010 Please feel free to contact this office with any questimn~ you may have. If you have already filed your Status Report, pl~a~e disregard this notice. Sincerely, t~~z~ .Glenda Farner St a b h Clerk of the OrpHa~s' urt cc: File Personal Representative(s) Cumberland County - Register Of Wills One Courthouse Square Carlisle, PA 17013 Phone : (717 ) 24 0 - 634~~'!~?}~; )F~a ,'~~ir~~ ~~- i`{~~.rv ~ CIS v4 ~ Y,i~i ~ 2Q I0 NOY I "I AM 9~ a I Date: 11/16/2010 MECHTLY RHONDA S 110 WEST BIG SPRING AVENUE NEWVILLE, PA 17241 RE: Estate of TROUT BERTHA L File Number: 2001-00592 Dear Sir/Madam: CLERK OF ORPHAN'S COURT CUMBER!. AN~7 CO.. ~± This notice is to serve as a reminder that the Status R'~port by Personal Representative under Rule 6.12 is due on the below listed date. As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULjES, NO. 103 SUPREME COURT RULES DOCKET NO. 1, for decedents dying ot~'~ar after July 1, 1992, the personal representative or his counse~,~' within two (2) years of the decedent's death, shall file with the ~tegister of Wills a Status Report of completed or uncompleted admin~s'~tration. This filing is due by: 12/11/2010 Please feel free to contact this office with any questipn~ you may have. If you have already filed your Status Report, pl~a~e disregard this notice. cc: File Counsel Sincerely, 1~~~ Glenda Farner St~a~bau Clerk of the OrpYla~s' Court i~.EC;ISTER OF ~^i?,LS Gr ~I3~~1'NL7 CGL~vTY, P;_:~~1SYL~4~:~.\?. 1V3171e OI D2Cedellt:_,_~L~ \~l~_ L, ~'~"~ ~ 1~ ~~~~ ~__ I~,=~~-~-~-~•~- Op 20O f '- ~ ~.. Date o: D°ath: , - ~ ~^,_,__ File i`iu:t^be~° L i~u ~~i:a «• D., r', /' P.,le r: 1 ~ T ~~-. ,,~ r :~ it a t;; iti7 rye;~ ,,, t _;2.iin_7 Qf T.1 .' ° "r ? : t ` t i7, tv i ¢. v.~..~...~.. ~. i , ~ ,~,.va {~~~ •~Z:nr.a ~ - ?"`, n flQTt:" ~. ~l:Sl':i.l j l'3 101. 01 ti7e above-ca;~tioned estate: . ~ ~~I 1. State ~,vhether adnunlstratlo:l of the estate ;s can7plete: .................... es ~ ~~ 2. i:f the answer is 1~'0, state when the personal representative reasonably believes that the adlrinistration w°ill be complete: 3. If the ailswer to No..l is YES, state the followinj: . a. Did the personal representative ~ !e a fnal~accotlnt with the Court? ....... ~Y~s [~ No b. The separate Orphans' Court No. (if any} for the personal representative's account is: c. Did the personal representative slate an account ~, iuforn7ahy to the. parties in interest? .:.................:........... ~ (~ ~'~s [] Ito d. Copies of receipts, rele~ ses, joinders and filed with the Clerlc OL t17e Orphans' Cou Dnrc_ ~ ~ ~ Q' ~_ ~~- N d O G' ~ a-- S ,,:-.; CV C C ~,_^ ~ OQ C ~~_ ~~_ a. ova -~ - is ~ `. LJ v ` ~ , : --a ~!z ~ Q ~_ ; ~.~ -~ Z o ~ i"~i: O N approvals of folTrizl or informal acco!e~itsl may be t a17d may be a~ ached to this re.poit. I $:~noturt of P[ron Fiiu:g ri,it Form I i, Capacity: ~ersa:lal Representative [~ ~o~ m5e.1 I~HnNti~ S ~ M~ GY1 l L- h'rr.:e cJPe+•sa+ Fil''ir,; r^^h,s rurm ! ~~ ~ b W ~ ~~ i ~ L 'V__„__ h~~t~V l~L~l= ~~ `~ ~~ ... _r. -_.. _ ~I ~2/~ ESTATE OF IN THE COURT OF COMMON PLEAS BERTHA L. TROUT :CUMBERLAND COUNTY, PENNSYLVANIA ORPHANS' COURT DIVISION NO. 21-01-00592 PRAECIPE TO ENTER APPEARANCE To the Prothonotary: Please enter my appearance on behalf of the above captioned estate. Respectfully Submitted, ,. Date: August r Z , 2011 «_ ~ ~~ ~, ~.~ _~ , . _ - - ; c , r - _ _> c ; La. ;. .~t. _ ..._ c_; c ;.~ ~'.;: c` _~. -_ _..._ J~_ _ _ C. ? C 1- .. 1 ~_ -. .. ~_I_ ~_ I ~ `~ C> IRWIN & McKNIGHT, P.C. Roger B.~rwin, Esquire Supreme Court I.D. No. 6282 West Pomfret Professional Building 60 West Pomfret Street Carlisle, Pennsylvania 17013-3222 (717) 249-2353 '~'_ 4~~