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Home My WebLink About04-0006 Estate of also known as Soctal Securay No 209-28-9107 The petttton of the understgned respectfully represents that Your petitioner(s), who Is/are 18 years of age or older and the executors m the last will of the above decedent, dated May 14, 2002 and codmll(s) dated N/A NOTE Josiah F Dum AKA Josiah F Dum, Jr, d~ed February 4, 2003 PETITION FOR PROBATE and GRANT OF LETTERS ~/.~.e.~..t9~~,~ Clara S. Dum Nu21-~3-~ To RegmterofWflls fo~ the County of Cumberland in the Commonwealth of Pennsylvania named (state relevenat circumstances, e g renunciation, death of executor, etc ) Decedent was domtcded at death ~n Cumberland County, Pennsylvama, wtth her last family or principal restdence at 427 Dogwood Court, South Mlddleton Townshtp (hst street, number and mumc~pahty) Decedent, then 69 years of age, died Dec. 26, 2003 at South Middleton Township, Cumberland County Except as follows, decedent dtd not marry, was not d~vorced and dtd not have a chtld bom or adopted after execution of the w~ll offered for probate; was not the vtcttm of a kdhng and was never adjudicated tncompetent No Exceptions Decedent at death owned prope-rty.',.w~th esttmated values as follows (If domlcded ~n Pa ) - - (If not dom~clled ~n Pa ) ~'". (If not domlcded tn Pa ) Value of real estfite ~n Pennsyl~nta situated as follows .-~ . :.. p All personal property Personal property ~n Pennsylvania Personal property in County $ $ $ $ unestimated Total: unestimated WHEREFORE, petttloner(s) respectfully request(s) the probate of the last wtll and codicil(s) presented herewtth and the grant of letters testamentary thereon (testamentary, administration c t a, admtmstratton d b n c t a ) Debra K. Cbpenhaver 79 E. York Street Biglerville PA 17307 ~43ie G. Miller 7 Pleasant Valley Road Elliottsburg PA 17024 I)ATH OF FER~/I.~BIAL REI'RISEIN'I'ATIVE COMMONWEATLH OF PENNSYLVANIA COUNTY OF CUMBERLAND The pettttonet(s) above-named swear(s) or affirm(s) that the statement m the foregotng pettlon are true and conect to the bestQ~f the~k~owledge and belief of petitioner(s) and that as r~ersonal rer~resen- tattve(s) of the above d, ec~dcn't-pet:t~6n~r(s) wtll well and truly adm~ntster the estat~ accordmg~to law Sworn to or affirmed-affd.subscnbed before me thc a.~/A~L' clay of December, 2003 Register Estate of Clara S. Dum , Deceased DECREE OF PROBATE AND GRANT OF LETTERS AND NO ~ 20t~9, , m cons~deratJon of the pet~tJon on the reverse s~d~/hereof, sa(sfactory proof hawng been presented' before me, IT IS DECREED that the instrument(s) dated__ May 14, 2002 described there~n be admitted to probate and filed of record as the last will of Clara S. Dura and Letters Testamentary are hereby granted to Debra K. Copenhaver and Jacie G. Miller FEES Probate, Letters, Etc $ Short Certlficates(l ) $ atlon Total_ Fd e~,~,.~ /' ---.~ Register ft6'~dtS / .~ z~ , Robert M. Frey #06274' ATTORNEY (Sup Ct I D No ) 5 South Hanover Street Carlisle, Pennsylvania 17013 ADDRESS (717) 243-5838 PHONE REGISTER OF WILLS OF ~__ COUNTY OATH OF SUBSCRIBING WITNESS ROBERT M. FREY AND TRISHA A. LIESS Sworn to or affirmed and subscribed before me this day of 19 (each) a subscnbtng witness to the (rill presented herewith, (each) being duly qualified according to law, depose(s) and say(s) that they were CLARA S. DUM pre~ent and saw the testat~tx , sign the same and that th~,y signed as a witness at the request of testatxlx in h~r presence and (in the presence of each other) (in t~e presence of the other subscribing wnness(es)). ROBERT M. FREY (Name) Regtxter REGISTER OF WILLS OF COUNTY OATH OF NON-SUBSCRIBING WITNESS (each) a subscriber hereto, (each) being duly qualified according to law, depose(s) and say(s) that famfimr with the signature of codicil testat_ of (one of the subscribing witnesses to) the will presented herewith and codicil that beheves the signature on the will ~s in the handwrmng of to the best of knowledge and behef Sworn to or affirmed and subscribed before me th~s day of 19 Regtster (Name) (Address) (Name) (Address) ~S~COP~o LAST WILL AND TESTAMENT OF CLARA S. DUM I, CLARA S. DUM, of South M~ddleton Township, (mmhng address. 427 Dogwood Court, Carhsle, PA 17013), Cumberland County, Pennsylvama, being of sound and d~spos~ng mind, memory and understanding, do hereby make, pubhsh and declare th~s as and for my Last Will and Testament hereby revoking and making void any and all Wills by me at any t~me heretofore made and which Will ~s being made m accordance with the agreement for reciprocal wills executed contemporaneously herewith by me with my husband, Josiah F Dum, I I dtrect my hereinafter named personal representative or representatives to pay all of my just debts and funeral expenses as soon after my death as may be found convenient to do so I dtrect that my funeral services be conducted by Lee Dugan Funeral Home at Benderswlle, Pennsylvama and that my body be ~nterred on my burial lot located ~n Oa!dawn Cemetery located near Gettysburg, Pennsylvama Ibnngtothe attentlon of my personal repmsentat~ve that my casket and vault have been paid for by me to Oaklawn Cemetery. 2 All of the mst, residue and remainder of my estate, real, personal and mined, and wheresoever the same may be situate, I g~ve, devise and bequeath to my husband, JOSIAH F DUM, h~s heirs and assigns, to the exclusion of my chddren, born and unborn, provided my said husband, JOSIAH F DUM, shall surwve me by a period of mnety (90) days 3 Should my smd husband, JOSIAH F DUM predecease me or fad to survive me by the aforesmd period of ninety (90) days, then ~n such event all of the mst, residue and remainder of my estate, real, personal and waxed, and wheresoever the same may be s~tuate, I g~ve, dewse and bequeath m equal shares to such of my two chddmn and such of my husband's four chddren as shall survive me by a period of mnety (90) days, thetr heirs and assigns, but should any of the hereinafter named s~x children fml to so survive me, then the share such deceased person would have received shall pass to such of h~s or her issue as shall survive me by a period of mnety (90) days, per stlrpes, and ff them be no such ~ssue the same shall lapse and be d~vlded equally among the shares of the remaining chddren, per stlrpes My two chddren are DEBRA K COPENHAVER and JANE L SMITH The four chddren of my husband, Josiah F Dum are GERALD A. DUM, JOHN LANNY DUKE, who was previously known as LANNY J DUM, KENNETH L DUM, and JACIE G MILLER 4 I hereby nominate, constitute and appoint my said husband, JOSIAH F. DUM as Executor of this my Last Wdl and Testament, but should he predecease me or frei to qualify or cease serving as such, then ~n such event I nonunate, consutute and appoint my daughter, DEBRA K COPENHAVER and my husband's daughter JACIE G MILLER as alternate or successor Co- Executors, and I further drrect that none of them shall be reqmred to post any bond to secure the fmthful performance of his or her duties m the Commonwealth of Pennsylvania or m any other jurisdiction I further drmct that the compensation as Co-Executors of my daughter, DEBRA K COPENHAVER and of my husband's daughter, JACIE G MILLER shall be $10,000 00 each IN WITNESS WHEREOF, I have hereunto set my hand and seal to th~s my Last Wall and Testament written on one (1) page, th~s 14th day of May, 2002 CLARA S DUM Signed, sealed, pubhshed, and declared by CLARA S DUM, the Testatrix above named, as and for her Last Will and Testament, in our presence, who, ~n her presence, at her request, and m the presence of each other, have hereunto subscribed our names as attesting w~tnesses CERTIFICATION OF NOTICE UNDER RULE 5.6(a) Name of Decedent: CLARA S. DUM Date of Death: DECEMBE 26, 2003 Will No. Admin. No. 21-04-00006 To the Register: I certify that notice of (beneficial Interest) estate administration required by Rule 5.6(a) of the Orphans' Court Rules was served on or mailed to the following beneficiaries of the above-captioned estate on: February 17, 2004 Name Address Gerald A. Dura John L. Duke Kenneth L. Dum Jac,e G. M~ller Jane L. Smith Debra K. Copenhaver 1155 Sh~ppensburg Road, Biglerwlle PA 17307 8400 Menaul Blvd N E.#215,Albuquerque NM 87112 3710 Falkstone, Mechamcsburg PA 17050 3437 Pleasant Valley Road, Elliottsburg PA 17024 540 Gablers Road, Gardners PA 17324 79 E. York Street, Biglerville PA 17307 Notice has now been given to all persons entitled thereto under Rule 5.6)a) except NO EXCEPTIONS Date: February 17, 2004 Name: ' Address: Signature Robert M. Frey 5 South Hanover Street Carlisle, Pennsylvania 17013 Capacity: Personal Representative X Counsel for Personal Representative COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT 280601 HARRISBURG PA 17128 O601 RE,.CEIVED FROM PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT REV-1162 EX(11 96) NO. CD 003720 FREY ROBERT M 5 S HANOVER STREET CARLISLE, PA 17013 ESTATE INFORMATION SSN 195-28-0123 i FILE NUMBER 2104-0006 ~DECEDENT NAME DUM CLARA S 'DATE OF PAYMENT 03/26/2004 'POSTMARK DATE 00/00/0000 COUNTY CUMBERLAND r'~ i ,DATE OF DEATH 12/26/2003 ACN ASSESSMENT CONTROL NUMBER AMOUNT 101 $13,000 O0 REMARKS' TOTAL AMOUNT PAID 3,000.00 SEAL CHECK//113 INITIALS: JA RECEIVED BY' REGISTER OF WILLS GLENDA FARNER STRASBAUGH REGISTER OF WILLS COMMONWEALTF OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU' OF INDIVIDUAL TAXES DEPT 280601 HARRISBURG PA 17128 0601 RECEIVED FROM: PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT REV 1162 EX(11 NO. CD 004428 COPENHAVER DEBRA K 79 E YORK STREET BIGLERVILLE, PA 17307 ESTATE INFORMATION: SSN: 195-280123 FILE NUMBER: 2104-0006 DECEDENT NAME: DUM CLARA S DATE OF PAYMENT: 09/27/2004 POSTMARK DATE: 09/27/2004 COUNTY: CUMBERLAND DATE OF DEATH: 12/26/2003 ACN ASSESSMENT CONTROL NUMBER AMOUNT 101 $33,000.00 REMARKS: D K COPENHAVER TOTAL AMOUNT PAID: $33,000.00 SEAL CHECK#147 INITIALS: VZ RECEIVED BY: GLENDA FARNER STRASBAUGH REGISTER OF WILLS REGISTER OF WILLS COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT 280601 HARRISBURG, PA 1712[3 O601 RECEIVED FROM: PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT NO. CD 004789 FREY ROBERT M 5 S HANOVER STREET CARLISLE, PA 17013 ESTATE INFORMATION: SSN: 195-28-0123 FILE NUMBER: 2104- 0006 DECEDENT NAME: DUM CLARA S DATE OF PAYMENT: 12/30/2004 POSTMARK DATE: 1 2/30/2004 COUNTY: CUMBERLAND DATE OF DEATH: 12/26/2003 ACN ASSESSMENT CONTROL NUMBER AMOUNT 101 $6,316.00 TOTAL AMOUNT PAID: $6,316.00 REMARKS: SEAL CHECK//001859 INITIALS: JA RECEIVED BY: GLENDA FARNER STRASBAUGH REGISTER OF WILLS REGISTER OF WlLLS Z coM.o.w ,, oF REV-1500 PENNSYLVANIA D AN ENTo , ,uE INHERITANCE TAX RETURN DEPT. 280601 RESIDENT DECEDENT lAME (LAST, FIRST, AND MIDDLE INIllAL) S Dura DATE OF BIRTH (IV~-DD-YE~R) 12/26/2003 9/9/1934 ~ SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL) OFFICIAL USE ONLY FILE NUMBER 21-04-00006 SOCIAL SECURITY NUMBER 195-28-0123 REGISTER OF Frey 5 South Hanover Street Carlisle, Pennsylvania 17013 1. Reel Es~to (schedule A) (1) 2. Stocks and Bonds (Schedule B) (2) 3. CleselY;'k~lCorporation, PartoershiporSole.plopdatorship (3) NONE 4. Iv~gages & Nole~ Reeeleable (Schedule D) (4) NONE 5- Ceph, Bank Depoeits & IV/4~3elleneeus pera3aal properly (Schedule E) (5) 6.r_~intly Ovwted Prope~y (Schedule F) (6) Lasedarato Billing Requested 7. late~-Vi~ Transfer & MIs~atleneeus Non-Probale Pmpedy (S~hedule G o~ L) (7) 8. TOTAL GROSS ASSETS (t~al Lines 1-7) 9- Funeral ~ & Adminlatlath/e Coats (Schedule H) (9) 10. Deb~ o~ Decedeet, M~ Liabilities. & Llea~ (Sefledule I) ~10) 11. TOTAL DEDUCTIONS (t~al Lines 9 & 10) 130~000 617,910 52,91.~ 0 (0) 57r247 11~519 (11) 1,244~976 681761 12. NET VALUE OF ESTATE (Line 8 minus Une 11) 14. N~ Velue Sub~ to Tax (Line 12 minus Li~e 13) SEE IN$'~RUC¥~JNS ON REVERSE SIDE FOR APPUCABLE RATES 15. Amount of Une 14 taxable et the spousal tax rate ,or transfers underSec~116 (a)(1.2) x .0 1,176,215 x .045 x ,12 18. Amount ~' Line 14 taxable at colleteml rate x .15 (12) (13) (14) 1~176;21,~ 0 1,176~215 (153 __ (1,~) (17) 52~930 0 (la) (1~)__ 0 2~? Clam S Dum 195-28-0123 Decedent's Complete Address: 427 Doowood Cou~ CIT~ Caflsle STATE PA Tax Payments and Credits: 1. T~x Due (PiCe 1Une 19) 2, Credlts~a,~e.~ 461000 684 (1) TotalCredlts (A + B + C ) (2) I~'esuPe~,lty E apHi(~,Ue o. ~ 70 E. Pefmlty ToIal Int(mmd~m~Ky ( D + E ) (3) Make C~ ~b~ ~: ~GIS~R OF ~, AG~T PL~E ~S~R THE FOXING QUES~ONS BY P~CING AN "X" IN ~E ~PROPR~ BLOCKS 52t930 461684 70 0 6~316 6~316 3437 Pleasant Valley Road, Elliottsbur~l PA 17024 5 South Hanover Street Cadisle Penns Ivania 17013 DATE 12/30/2004 ESTATE OF Clara S. Dum SCHEDULE A REAL ESTATE FILE NUMBER 21-04-00006 ALL REAL P~.~rc~ i · OWNED SOLELY OR AS A TENANT IN CONIMON MUST BE REPORTED AT FAJR MARI~-T VALUE. Fair market value is defined as rite price at which prol~ ',~ou~d be ezchamged between a willing ~ and a willing satler, neither being compelled to buy er sell, both having reasonable knowledge of the relevant facts. RI ITEM NUMBER DESCRIPTION Real E~tatu, 540 Gablers Road, Menallen Twp, Adams County, Gardners Real Estate, 427 Dogwood Court, S. Middleton Twp., Cumberland County, Carlisle SEE ATTACHED VALUE AT DATE OF DEATH 30,000 100,000 TOTAL (Also enter on line 1, Recapitulation) 130,000 more space is needed, insert additional sheets of the same size) PRICE = PRICE May 3,2003 CLARA DUM ESTATE to SMITH 540 Gablers Road, Gardners, PA 17324 MENALLEN TWP, ADAMS COUNTY $30,000.00 ESTAT~ MenallenTwp 1/2% t~nsfer tax School Dist. 1/2% transfer tax Pa. 1% transfer tax Recording Deed Notary Public fee Insurance Tax pro-rated to 5.1.04: 2004 Assessment 22250.0 2004 Cty. & Twp tax: 223.56 net 245 days prepaid @ .6108 = 149.65 $150.00 $150.00 2003-04 school tax: 839.50 net 61 days prepaid @ 2.2937 = $139.92 Attorney's fees PRICE Less taxes pro-rated Total due Less above expenses Total to Estate $30,000.00 289.57 $30,289.57 300.00 $29,989,57 P~.O.C. $300.00 S_MITH $30,000.00 $ 300.00 $ 38.50 $ 149.65 $ 139.92 N.C. $30,628.07 ALL THAT CERTAIN tract of land situate in Menallen 'Township, Adams County, Pennsylvania, more particularly bounded and described as follows: BEGINNING at a stone on line of lands now or formerly of Albert Burch, formerly of Thomas Wright; thence along said last mentioned lands, North 58 degrees West, 13.5 perches to a stone; thence by same and also by lands now or formerly of Harry T. Baumgardner, North 27 degrees West 24.3 perches to an iron pin; thence by lands fo. rmerly a pa/t hereof, North 81-1/4 degrees East, 13.6 perches to an iron pin in and near the West side of State Highway Route No. 01006; thence running in and near the center of this course along the western side of, and thence into and across, said State Highway, along lands formerly of Parker G. Comp and Dora C. Comp, South 29-I/4 degrees East, 21.7 perches to a point on the eastern side of said State Highway; thence by lands now or formerly of Albert Burch, and running into and across said State Highway, South 18 degrees East, 13.5 perches to a stone on the western side of said State Highway; thence continuing by lands of same, South 63.1/2 degrees West, g.9 perches to the above described Place of BEGINNING. CONTAINING 3 acres and 28 perches, more or less, on which there is erected a two-story frame dwelling house with mailing address of 540 Gablers Road, Gardners, Pennsylvania 17324. THE ABOVE described tract of land is all of the property which Clara S. Smith who was by marriage, Clara S. Dura, and Josiah F. Dura, Jr., her husband, by deed dated 'March 31, 1987 and recorded April 8, 1987 in the office of the Recorder of Deeds in and for Adams County at Gettysburg, Pennsylvania, in Deed Book 0453, Page 0624, granted and conveyed to Josiah F. Dura, Jr., and Clara S. Dura, husband and wife. The said Josiah F. Dura, Jr. having died on February 4, 2003, title to the same remained vested by operation of law solely in his surviving spouse, Clara S. Dura, whose Executors are the Grantors herein. TOGETHER with all and singular ways, waters, water-courses, rights, liberties, privileges, hereditaments and appurtenances whatsoever thereunto belonging, or in anywise appertaining, and the reversions and remainders, rents, issues and profits thereof,, and also all the estate, right, title, interest, use, trust, property, possession, claim and demand whatsoever of the said Clara S. Dura at and immediately before the time of her death, in law, equity or otherwise howsoever, of, in, to or out of the same: TO HAVE AND TO HOLD, the said buildings, hereditaments and premises hereby granted and released, or mentioned and intended so to be, with the appurtenances, unto the said, Grantee, her heirs and assigns, to and for the only proper use and behoof of the said Grantee, her heirs and assigns, forever. AND the said Grantors do covenant, promise and agree, to and with the said Grantee her heirs and assigns, by these presents, that they the said Grantors, have not done, committed, or knowingly or willingly suffered to be done or committed, any act, matter or thing whatsoever Pa~ 2 nf :J THIS DEED MADE TEE F t~f n e~ty-f day of in the year of our Lord one thousand nine hundred our (1994). U15 BETWEEN ROBERT E. GOODLING and JUDY S. GOODLING, husband and wife, and PEIFERAND GROSS, INC., a Pennsylvania corporation, and JOSIAH F. DUM, JR and CLARA S. DUM, husband Grantors, and wife, Grantees, WITNESSETE, that in consideration of SEVENTY-EIGHT THOUSAND FIVE HUNDRED AHD NO/100 ............ ($78,500.00),~-~ ......... Dollars, in hand paid, the receipt whereof is hereby acknowledged, the said Grantors do hereby grant and convey to the said Grantees, the Grantees heirs and assigns, ALL THAT CERTAIN Unit, being Unit No. 15 (the '"Unit"), of Willow Crossing, A Condominium, located in South Middleton Township, Cumberland County, Pennsylvania, which Unit is designated in the Declaration of Condominium of Willow Crossing, A Condominium (the "Declaration of Condominium..) and Declaration Plats and Plans as recorded in the Recorder,s Office of Cumberland County in Miscella- neous Book ~86, Page 889 a~d Plan Book 61, Page 62 and First Amendment to Declaration of Condominium for Willow Crossing, A condominium (the First Amendment to Declaration of Condominium) and Declaration Plats and Plan as recorded in the Recorder of Deeds of Cumberland County in Miscellaneous Book 388, Page 412 and Plan Book 61, Page 97. TOGETHER with an undivided 2.50% interest in Common Elements as more particularly set forth in the aforesaid Declaration of Condominium and Declaration Plats and Plans. TOGETHER with the right to use the limited common elements applicable to the Unit being conveyed herein, pursuant to the Declaration of Condominium and Declaration Plats and Plans. Being known as 427 Dogwood Court. T ,t p oA Ye- 070- /3' INHERITANCE RETURN D~T. ~1 ~ 21-04-00006 19~2~123 o 9/9/1934 m REGISTER OF ~ = IF ~ SUING S~USE'S ~ ~T, ~i~T, ~D "DDLE 'N~) S~ SECUR~ N~ER D"CEDENT'S NAME (LAST, F~ I, AND MIDDLE INITIAL) Clam S Dura DATE OF DEATH (MM-DD-YEAR) IDATE OF BIRTH (NIV,-DD-YEAR) I 12226/2003 O 0 Fray NLIM~R 5 South Hanover Street Pennsylvania 17013 1. Real F-.~ate (Schedule A) (1) 2. stoe~ and Sa~s (Sdmdu~e B) (2) 4. ~ & ~ ~b~ (S~ule D) (4) NONE 11, TOT~ ~S ~1U~ 9 & 10) 130~000 617,910 12. NET VALUE OF ESTATE (Line 8 minus Line 11) 14. Net Value Subject to Tex (Line 12 minus Line 13) 52~913 0 444~153 57~247 11~519 (11) (12) (13) (14) SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES 16'Arm~nt°fline14taxableatlinealrato lrlT~r215 X .045 20'E~ (19)__ 1 ~244~976 681761 1~176t215 0 1~176~215 0 52~930 0 2~7 Clara S Dura 195-28-0123 Decedent's Complete Address: STREET ADDRESS 427 Dogwood Court CITY Carl s e STATE PA Tax Payments and Credits: 1. T~( Due (Page 1Une 19) A. Spousa~ Pom~ Cmdi~ B. ~' ~,r,~ C. Discount 46r000 684 (I) Te~d Credifs (A + B + C) (2) int~,suPe,~,y if D. ~.t~'e~ 70 E. Pemalty Tobal IntefeeM~me#y ( D + E ) Make C~ ~yab~ to: ~GIS~R OF ~L~, AGE~ IIII PL~E ~S~R THE FOLLO~NG QUESTIONS BY P~CING ~ "X" IN ~E ~PROPR~TE BL~KS b. ~ ~~ ~ ~~or ~i~; ........... ~ 3. ~ an ~t~ ~ ~ ~k~~h? .... ~ 52r930 70 0 6~316 6~316 12/30 04 3437 Pleasant Valle)' Road, Elliottsburg PA 17024 5 South Hanovar Str Carlisle Penns Ivania 17013 12/30/2004 SCHEDULE A REAL ESTATE ESTATE OF FILE NUMBER Clara S. Dum 21-04-00006 ALL REAL PROPERTY O~NNED SOLELY OR AS A TENANT IN COMMON MUST BE REPORTED AT FAIR MARKET VALUE. Fair mar~e~ value is defined as the price at ITEM NUMBER 1. VALUE AT DATE DESCRIPTION OF DEATH Real Estate, 540 Gablers Road, Menallen Twp, Adams County, Gardners Real Estate, 427 Dogwood Court, S. Middleton Twp., Cumberland County, Carlisle SEE AI-I'ACHED 30,000 100,000 TOTAL (Also enter on line 1~ Recapitulation) $ 130~000 (If more space is needed, insert additional sheets of the same size) PRICE = PR CE May 3,2003 CLARA DUM ESTATE to SMITH 540 Gablers Road, Gardners, PA 17324 MENALLEN TWP, ADAMS COUNTY $30,000.00 E~STATE MenallenTwp 1/2% t~nsfer tax School Dist. 1/2% transfer tax Pa. 1% transfer tax Recording Deed Notary Public fee Insurance Tax pm-rated to 5.1.04: 2004 Assessment 22250.0 2004 Cry. & Twp tax: 223.56 net 245 days prepaid @ .6106 = 149.65 $150.00 $150.00 2003-04 school tax: 839.50 net 61 days prepaid @ 2.2937 = $139.92 Attorney's fees PRICE Less taxes pro-rated Total due Less above expenses $30,000.00 289.57 $30,289.57 _ 300.00 P~.O.C. $300.00 S~MITH $30,000.00 $ 300.00 $ 38.50 $ 149.65 $ 139.92 N.C. $30,628.07 Total to Estate $29,989,57 ALL THAT CERTAIN tract of land situate in Menallen 'Township, Adams County, Pennsylvania, more particularly bounded and described as follows: BEGINNING at a stone on line of lands now or formerly of Albert Burch, formerly of Thomas Wright; thence along said last mentioned lands, North 58 degrees West, 13.5 perches to a stone; thence by same and also by lands now or formerly of Harry T. Baumgardner, North 27 degrees West 24.3 perches to an iron pin; thence by lands formerly a part hereof, North 81-1/4 degrees East, 13.6 pemhes to an iron pin in and near the West side of State Highway Route No. 01006; thence running in and near the center of this course along the western side of, and thence into and across, said State Highway, along lands formerly of Parker G. Comp and Dora C. Comp, South 29-1/4 degrees East, 21.7 perches to a point on the eastern side of said State Highway; thence by lands now or formerly of Albert Burch, and running into and across said State Highway, South 18 degrees East, 13.5 perches to a stone on the western side of said State Highway; thence continuing by lands of same, South 63.1/2 degrees West, ~.9 perches to the above described Place of BEGINNING. CONTAINING 3 acres and 28 perches, more or less, on which there is erected a two-story frame dwelling house with mailing address of 540 Gablers Road, Gardners, Pennsylvania 17324. THE ABOVE described tract of land is all of the property which Clara S. Smith who was by marriage, Clara S. Dura, and Josiah F. Dura, Jr., her husband, by deed dated 'March 31, 1987 and recorded April 8, 1987 in the office of the Recorder of Deeds in and for Adams County at Gettysburg, Pennsylvania, in Deed Book 0453, Page 0624, granted and conveyed to Josiah F. Dum, Jr., and Clara S. Dum, husband and wife. The said Josiah F. Dum, Jr. having died on February 4, 2003, title to the same remained vested by operation of law solely in his surviving spouse, Clara S. Dura, whose Executors are the Grantors herein. TOGETHER with all and singular ways, waters, water-courses, rights, liberties, privileges, hereditaments and appurtenances whatsoever thereunto belonging, or in anywise appertaining, and the reversions and remainders, rents, issues and profits thereof,, and also all the estate, right, tide, interest, use, trust, property, possession, claim and demand whatsoever of the said Clara S. Dum at and immediately before the time of her death, in law, equity or otherwise howsoever, of, in, to or out of the same: TO HAVE AND TO HOLD, the said buildings, hereditaments and premises hereby granted and released, or mentioned and intended so to be, with the appurtenances, unto the said, Grantee, her heirs and assigns, to and for the only proper use and behoof of the said Grantee, her heirs and assigns, forever. AND the said Grantors do covenant, promise and agree, to and with the said Grantee her heirs and assigns, by these presents, that they the said Grantors, have not done, committed, or knowingly or willingly suffered to be done or committed, any act, matter or thing whatsoever PARCEL NO.: 40-22-0485-070 U15 in the year of our (1994). day of Lord one thousand nine hundred THIS DEED BETWEEN ROBERT E. GOODLING and JUDY S. GOODLING, husband and wife, and PEIFERAND GROSS, INC., a Pennsylvania corporation, and JOSIAH F. DUM, JR and CLARA S. DUM, husband Grantors, and wife, Grantees, WITNESSETH, that in consideration of SEVENTY-EIGHT THOUSAND FIVE HUNDRED AND NO/100 ............ ($78,500.00)-~-m-~ ....... Dollars, in hand paid, the receipt whereof is hereby acknowledged, the said Grantors do hereby grant and convey to the said Grantees, the Grantees heirs and assigns, ALL T~AT CERTAIN Unit, being Unit No. 15 (the '"Unit"), of Willow Crossing, A Condominium, located in South Middleton Township, Cumberland County, Pennsylvania, which Unit is designated in the Declaration of Condominium of Willow Crossing, A Condominium (the "Declaration of Condominium..) and Declaration Plats and Plans as recorded in the Recorder's Office of Cumberland County in Miscella- neous Book 386, Page 889 and Plan Book 61, Page 62 and First Amendment to Declaration of Condominium for Willow Crossing, A condominium (the First /Lmendment to Declaration of Condominium) and Declaration Plats and Plan as recorded in the Recorder of Deeds of Cumberland County in Miscellaneous Book 388, Page 412 and Plan Book 61, Page 97. TOGETHER with an undivided 2.50% interest in Common Elements as more particularly set forth in the aforesaid Declaration of Condominium and Declaration Plats and Plans. TOGETHER with the right to use the limited common elements applicable to the Unit being conveyed herein, pursuant to the Declaration of Condominium and Declaration Plats and Plans. Being known as 427 Dogwood Court. %'I par /0o, 'fo- oY _C, eta-u/. 106 ^. Settlement Statement _ SETTLEMENT ~TATE :-dc t~,~: MT2004.~ 37 Ffg~J~L. 7 975.00 ~ ~ sE'r fI. GM~,.~T .T NRT ..................... .oo.i AY co~ 1~&o0 810 ACCp J2O0. GOVERNMENT RECORDING AND TRA~SFF. R I .--_...:..: .- ~ 1~03. stm T~ O~d S~ ~" ~ ; ....... t~. ~re Fee ~ ACCP, Inc. I~.~ 1:~8. . - ~0~, TOT, M. SETTLEMENT QiARGES ~w m ,,. t~ ,~a]~ J a~l.~. ~ k~ ~34~.~ 7,1~4.70 217 REV-1503 EX+ SCHEDULE B STOCKS & BONDS ESTATE OF Clara S Dura FILE NUMBER 21-03-00006 ITEM NUMBER 2. 2. 3. 4. 5. 6. 7. 8. 9. 20. 22. 23. 24. 25. 26. 27. 28. 29. 30. 32. 33. 34. 35. 36. 37. 38. All IXO peCoj jointly.own ed with right of survivorship must be disclosed on Seh,,d,,~ ~ DESCRIPTION Sedes EE Bonds AT&T (136 shares ~19.76) New York Securities Inc., Acct~55317570-9(Fund 43)(2087.749~6.2) PPG(1500sh~63.91) PPG(147 shares ~63.91 ) PutnamGeorge FDCL A(3,727.42sh~16.86) North Wales PA5.00%Due 2015(10,000sh) PhilaPA6.0Due2006(10,000sh~96.66 Royal Caribbean Cruises(10,000~113.0000) 91ackmck Muni Inc Tr 2(750 sh~13.76 V~.SS Inv Tr CL B(244.225sh~15.06) N. ShorePA 5.75%Due2015(5,000 sh) Delaware Tax Free(7,441.788sh~8.15) MASS Inv Tr CL A(1,914.536sh~15.42) Comcast,Acc'e/00028365496(97sh~32.03) Time Warner( 100sh~ 17.84) UPS(100SH{~74.86) United Techologies(100sh~94.66) MainStay:HiYId Corp:B(2087.749sh~6.20 Gartmore Funds, Acct #1312135200(259.029sh~18.47) Lucent Technologies, Inc. (64sh~2.84) PLM Equip Growth Fund(500sh~l.01) Berkshire Income Realty Inc.(114sh~27.2) 3LM Equip Growth Fund VI LP(1,000~1.5) :Commonwealth Inc Growth I LP(500sh~l.00) AIM Premium Equity FD CL A(2,432.988sh~9.25 CH Energy(12sh~17.55) Chartermac(1,416~ 17.55) Dana Corp(100sh~18.20) Eaton Vance Insured Muni Bond FD(667sh~13.80) General Electric(200sh~30.72) GlesosmithKline( 100sh~45.45 ) Evergreen Fixed Inc TR New High YId Bd Fd Cl C(3,339.724{~3.47) Hancock John Inv TR Regional Bank FD CL B(240.85~40.86) Intel Corp(100sh~31.36) NCR Corp Accb~000044578(12.5sh~38.85) ~PG(145sh~63.91 ) .ucent Technologies, Inc. (195{~2.84) doney Market VALUE At DATE Of DEATH 12,766 2,687 12,944 95,865 9,395 62,884 10,477 9,862 11,300 10,320 3,678 5,177 60,860 29,522 3,107 1,784 7,466 9,466 12,944 4,784 182 505 3,101 1,050 500 22,505 548 30,883 1,820 9,205 6,144 4,545 11,589 9,841 3,136 486 9,267 553 124,762 TOTAL (Also enter on line 2~ Recapitulation) $ 617~910 (If more space is needed, insert additional sheets of the same size) Savings Bond Calculator Page I of 4 , pdate ~ Savinc Series lEE Bo.ds E lffi ll. # Bonds Total Price 114 $5,125.00 Serial Number Issue Date Series k51836198 07/1985 EE k51836209 08/1985 EE k51230616 09/1985 EE k51230692 10/1985 EE k51247292 11/1985 EE k51247381 12/1985 EE k51247448 01/1986 EE k51247536 02/1986 EE k51247607 03/1986 EE k60827600 04/1986 EE k60827627 05/1986 EE k60827717 06/1986 EE k60827771 07/1986 EE k60827840 08/1986 EE k64765782 09/1986 EE k64765855 10/1986 EE k64765949 11/1986 EE k64766063 12/1986 EE k64766116 01/1987 EE k70995023~_. 02/1987 EE k70995103 03/1987 EE k70995190 04/1987 EE k70995282 05/1987 EE c136813371 06/1987 EE c146133547 07/1987 EE c146133719 08/1987 EE c146133902 09/1987 EE c146337704 10/1987 EE Denomination Serial Number Total Interest Total Value $7,640.72 $12,765.72 Issue Interest Dehorn Price Interest Value Rate $75 $37.50 $74.40 $111.90 4.00% 75 37.50 74.40 111.90 4.00% 75 37.50 72.21 109.71 4.00% 75 37.50 72.21 109.71 4.00% 75 37.50 72.21 109.71 4.00% 75 37.50 72.21 109.71 4.00% 75 37.50 72.21 109.71 4.00% 75 37.50 72.21 109.71 4.00% 75 37.50 70.05 107.55 4.00% 75 37.50 70.05 107.55 4.00% 75 37.50 70.05 107.55 4.00% 75 37.50 70.05 107.55 4.00% 75 37.50 70.05 107.55 4.00% 75 37.50 70.05 107.55 4.00% 75 37.50 67.95 105.45 4.00% 75 37.50 67.95 105.45 4.00% 75 37.50 57.30 94.80 4.00% 75 37.50 57.30 94.80 4.00% 75 37.50 57.30 94.80 4.00% 75 37.50 57.30 94.80 4.00% 75 37.50 55.59 93.09 4.00% 75 37.50 55.59 93.09 4.00% 75 37.50 55.44 92.94 4.00% 100 50.00 73.92 123.92 4.00% 100 50.00 73.92 123.92 4.00% 100 50.00 73.92 123.92 4.00% I00 50.00 71.48 121.48 4.00% 100 50.00 71.48 121.48 4.00% Issue Date YTD In' $331. Next Final Accrual Maturity 01/2005 07/2015 02/2005 08/2015 09/2004 09/2015 10/2004 10/2015 11/2004 11/2015 12/2004 12/2015 01/2005 01/2016 02/2005 02/2016 09/2004 03/2016 10/2004 04/2016 11/2004 05/2016 12/2004 06/2016 01/2005 07/2016 02/2005 08/2016 09/2004 09/2016 10/2004 10/2016 11/2004 11/2016 12/2004 12/2016 01/2005 01/2017 02/2005 02/2017 09/2004 03/2017 10/2004 04/2017 11/2004 05/2017 12/2004 06/2017 01/2005 07/2017 02/2005 08/2017 09/2004 09/2017 10/2004 10/2017 http://w~vws.publicdebt.treas.gov/BC/SBCPrice 8/12/2004 Savings Bond Calculator Page 2 of 4 c146307612 c146829938 c146830173 c172341294 c172341496 c172341706 c187481355 c187481577 c188318566 c188318794 c188562859 \ ~ c188563087 ~ c203869469 \ c203869715 c~ c216906158 c244727074 · .~ c216906394 ~ c216906645 ,,_,/ c216935201 c226158414 c226285257 c228411200 c230573270 c238522788 c239845720 c243106809 k51836199 k51836210 k51230632 ~ k51230706 '"2 k51247307 k51247393 ,2¢ k51247462 '~ k51247547 ~ k51247621 c46337973 11/1987 EE 100 50.00 71.48 121.48 4.00% 11/2004 11/2017 c146307210 12/1987 EE 100 50.00 71.48 121.48 4.00% 12/2004 1372017 c146307421' 01/1988 EE 100 50.00 71.48 121.48 4.00% 01/2005 01/2018 02/1988 EE 100 50.00 71.48 121.48 4.00% 02/2005 02/2018 03/1988 EE I00 50.00 69.12 119.12 4.00% 09/2004 03/2018 04/1988 EE 100 50.00 69.12 119.12 4.00% 10/2004 04/2018 05/1988 EE 100 50.00 69.12 119.12 4.00% 11/2004 05/2018 06/1988 EE 100 50.00 69.12 119.12 4.00% 12/2004 06/2018 07/1988 EE 100 50.00 69.12 119.12 4.00% 01/2005 07/2018 08/1988 EE 100 50.00 69.12 119.12 4.00% 02/2005 08/2018 09/1988 EE 100 50.00 66.76 116.76 4.00% 09/2004 09/2018 10/1988 EE 100 50.00 66.76 116.76 4.00% 10/2004 10/2018 11/1988 EE 100 50.00 66.76 116.76 4.00% 11/2004 11/2018 12/1988 EE I00 50.00 66.76 116.76 4.00% 12/2004 12/2018 01/1989 EE 100 50.00 66.76 116.76 4.00% 01/2005 01/2019 02/1989 EE I00 50.00 66.76 116.76 4.00% 02/2005 02/2019 03/1989 EE 100 50.00 64.48 114.48 4.00% 09/2004 03/2019 04/1989 EE 100 50.00 64.48 114.48 4.00% 10/2004 04/2019 03/1990 EE I00 50.00 60.04 110.04 4.00% 09/2004 03/2020 05/1989 EE 100 50.00 64.48 114.48 4.00% 11/2004 05/2019 06/1989 EE 100 50.00 64.48 114.48 4.00% 12/2004 06/2019 07/1989 EE 100 50.00 64.48 114.48 4.00% 01/2005 07/2019 08/1989 EE 100 50.00 64.48 114.48 4.00% 02/2005 08/2019 09/1989 EE 100 50.00 62.24 112.24 4.00% 09/2004 09/2019 10/1989 EE 100 50.00 62.24 112.24 4.00% 10/2004 10/2019 11/1989 EE 100 50.00 62.24 112.24 4.00% 11/2004 11/2019 12/1989 EE 100 50.00 62.24 112.24 4.00% 12/2004 12/2019 01/1990 EE 100 50.00 62.24 112.24 4.00% 01/2005 01/2020 02/1990 EE 100 50.00 62.24 112.24 4.00% 02/2005 02/2020 07/1985 EE 75 37.50 74.40 111.90 4.00% 01/2005 07/2015 08/1985 EE 75 37.50 74.40 111.90 4.00% 02/2005 08/2015 09/1985 EE 75 37.50 72.21 109.71 4.00% 09/2004 09/2015 10/1985 EE 75 37.50 72.21 109.71 4.00% 10/2004 10/2015 11/1985 EE 75 37.50 72.21 109.71 4.00% 11/2004 11/2015 12/1985 EE 75 37.50 72.21 109.71 4.00% 12/2004 12/2015 01/1986 EE 75 37.50 72.21 109.71 4.00% 01/2005 01/2016 02/1986 EE 75 37.50 72.21 109.71 4.00% 02/2005 02/2016 03/1986 EE 75 37.50 70.05 107.55 4.00% 09/2004 03/2016 http://wwws.publicdebt.treas.gov/B C/SBCPrice 8/12/2004 Sayings Bond Calculator Page 3 of 4 k60827.611 04/1986 EE 75 37.50 k60827640 05/1986 EE 75 37.50 k60827726 06/1986 EE 75 37.50 k60827785. 07/1986 EE 75 37.50 k60827851 08/1986 EE 75 37.50 k64765795 09/1986 EE 75 37.50 k6476~5865 10/1~386 EE 75 37.50 k64765962 I1/1986 EE 75 37.50 k64766073 12/1986 EE 75 37.50 k64766130 01/1987 EE 75 37.50 k70995033 02/1987 EE 75 37.50 k70995115 03/1987 EE 75 37.50 k70995201 04/1987 EE 75 37.50 k70995296 05/1987 EE 75 37.50 c136813393 06/1987 EE 100 50.00 c146133572 07/1987 EE 100 50.00 c146133742 08/1987 EE I00 50.00 c146133924 09/1987 EE 100 50.00 c146337727 10/1987 EE 100 50.00 c146337994 11/1987 EE I00 50.00 c146307235 12/1987 EE 100 50.00 c146307443 01/1988 EE 100 50.00 c146307635 02/1988 EE 100 50.00 c146829963 03/1988 EE 100 50.00 c146830197 04/1988 EE 100 50.00 c172341318 05/1988 EE 100 50.00 -~.~_c172341520 06/1988 EE I00 50.00 .) "~c226158441 08/1989 EE I00 50.00 c226285368 09/1989 EE 100 50.00 1321 10/1989 EE I00 50.00 c230573397 11/1989 EE 100 50.00 c238522892 12/1989 EE 100 50.00 c239845838 01/1990 EE 100 50.00 c243106905 02/1990 EE 100 50.00 c216935224 07/1989 EE 100 50.00 c216906666 06/1989 EE 100 50.00 c216906420 05/1989 EE 100 50.00 c216906182 04/1989 EE 100 50.00 70.05 107.55 4.00% 10/2004 04/2016 70.05 107.55 4.00% 11/2004 05,/2016 70.05 107.55 4.00% 12/2004 06~2016 70.05 107.55 4.00% 01/2005 07/2016 70.05 107.55 4.00% 02/2005 08/2016 67.95 105.45 4.00% 09/2004 09/2016 67.95 105.45 4.00% 10/2004 10/2016 57.30 94.80 4.00% 11/2004 11/2016 57.30 94.80 4.00% 12/2004 12/2016 57.30 94.80 4.00% 01/2005 01/2017 57.30 94.80 4.00% 02/2005 02/2017 55.59 93.09 4.00% 09/2004 03/2017 55.59 93.09 4.00% 10/2004 04/2017 55.44 92.94 4.00% 11/2004 05/2017 73.92 123.92 4.00% 12/2004 06/2017 73.92 123.92 4.00% 01/2005 07/2017 73.92 123.92 4.00% 02/2005 08/2017 71.48 121.48 4.00% 09/2004 09/2017 71.48 121.48 4.00% 10/2004 10/2017 71.48 121.48 4.00% 11/2004 11/2017 71.48 121.48 4.00% 12/2004 12/2017 71.48 121.48 4.00% 01/2005 01/2018 71.48 121.48 4.00% 02/2005 02/2018 69.12 119.12 4.00% 09/2004 03/2018 69.12 119.12 4.00% 10/200.4 04/2018 69.12 119.12 4.00% 11/2004 05/2018 69.12 119.12 4.00% 12/2004 06/2018 64.48 114.48 4.00% 02/2005 08/2019 62.24 112.24 4.00% 09/2004 09/2019 62.24 112.24 4.00% 10/2004 10/2019 62.24 112.24 4.00% 11/2004 11/2019 62.24 112.24 4.00% 12/2004 12/2019 62.24 112.24 4.00% 01/2005 01/2020 62.24 112.24 4.00% 02/2005 02/2020 64.48 114.48 4.00% 01/2005 07/2019 64.48 114.48 4.00% 12/2004 06/2019 64.48 114.48 4.00% 11/2004 05/2019 64.48 114.48 4.00% 10/2004 04/2019 http://wwws.publicdebt.treas.gov/BC/SBCPrice 8/12/2004 Savings Bond Calculator Page 4 o£4 c203869744 03/1989 EE 100 50.00 64.48 114.48 4.00% c203869491 02/1989 EE 100 50.00 66.76 116.76 4.00% c188563114 01/1989 EE 100 50.00 66.76 116.76 4.00% c188562882 12/1988 EE 100 50.00 66.76 116.76 4.00% c188318822 11/1988 EE 100 50.00 66.76 116.76 4.00% c188318592 10/1988 EE 100 50.00 66.76 116.76 4.00% c187481606 09/1~88 EE 100 50.00 . 66.76 116.76 4.00% c187481385 08/1988 EE 100 50.00 69.12 119.12 4.00% c187481190 07/1988 EE 100 50.00 69.12 119.12 4.00% c244727170 03/1990 EE 100 50.00 60.04 110.04 4.00% .o 1V,ew,ng Bo.d. 1-i 14 Note Description NI Not Issued NE Not Eligible for Payment ':~'~ P5 Includes 3-month interest penalty ,~ ME Matured (Exchangeable for HH) ? ~'~ MN Matured (Not Exchangeable for HH) Please rate this service. (Please print and/or save this page before submitting your survey) Service Excellent Good Fair Poor Savings Bond Calculator ~' C' C' ~' Submit S~rv~y, I Reset, 09/2004 03/2019 02/2005 0~2019 01/2005 0U2019 12/2004 12/2018 11/2004 11/2018 10/2004 10/2018 09/2004 09/2018 02/2005 08/2018 01/2005 07/2018 09/2004 03/2020 http://wwws.publicdebt.treas.gov/BC/SBCPrice 8/12/2004 ESTATE OF Clara S. Dum SCHEDULE E CASH, BANK DEPOSITS,& MISC. J PERSONAL PROPERTY FILE NUMBER 21-04-00006 ITEM NUMBER 2. 3. 4. 5. 6. 7. 8. 9. 13. DESCRIPTION PNC Bank, Acct #51-4039-9634 Adams County National Bank, Acct #610380 Automobile, 2002 Cadillac Sedan Coins from Safe Deposit Box Proceeds from Auction of Household Goods Cash from Home =urchase of Household Goods to Debra Copenhaver ~efund, 2003 School Tax 540 Gablers Road, Gardners PA ~lote from Debra Copenhaver Refund, Sprint Refund, The Sentinel Refund, Comcast Purchase of Household Goods to Kenneth Dura Dividend of Mainstay Fund Refund, Erie Ins. Co., Automobile Insurance Policy Note from Joey Copenhaver Rent due from Jane L Smith Refund, U.S. Treasury 2003 Taxes VALUE AT DATE OF DEATH 11,391 1,454 24,000 3O0 6,834 251 440 140 3,100 20 73 7 20 74 320 1,000 2,500 989 TOTAL (Also enter on line 5~ Recapitulatior $ 52r913 (If more space is needed, inser~ additional sheets of the same size) ADAMS COUNI~ NATIONAL BANK & FARMERS NATIONAL BANK OF NEWVILLE CHECKING STATEMENT Statement Date: 02/02/04 Account #: 610380 Enclosures: I 613 CLARA S DUM OR JOSIAH F DUM 427 DOGWOOD CT CARLISLE PA 17013-2570 Page i Banking that fits your schedule... 24 hours a day, 7 days a week, 365 days a year! Internet Banking at www.acnb.com. check account balances and transactions, transfer funds, and pay bills. stop by one of our offices for a personal demonstration! NOW ACCOUNT Account Summary Account# 610380 Previous Statement Balance + Deposits and Other Credits - Checks Paid or Other Debits - Service Charges + Interest Paid Ending Balance Days in Statement Pedod Account De~il ol/05/o4 1 28 Beginning Balance $1,454.16 Activity Ending Balance .00 1,454.37- .00- .21 $.00 Date 01-16 01-16 02-02 Activity Description BEGINNING BALANCE INTEREST PAYMENT CLOSING TRANSACTION ENDING BALANCE Interest Summary from 01/05104 to 02/02/04 Days in Pedod Interest Earned Annual Percentage Yield Earned Interest Paid This Year Interest Withheld This Year END OF STATEMENT DepositslCmdits Checks/Debits .21 1,454.37 28 .50% $.86 $.00 Balance 1,454.16 1,454.37 .00 .00 P.O. Box 3129, Gettysburg, PA 17325 · 888/334-ACNB (2262) www. acnb.com Inte 'est' Checking Account Statement ~ For 24-hour customer service information, sign-on to Account Link ® ' by Web on pncbank.com or call 1-888-PNC-BANK At'count nulnl)er: .~ 1-4039-9634 - continued For the period 12/20/2003 to 01122/2004 CLARA SMITH DUM DECD Primary account number: 51-4039-g634 Page 2 of 2 Checks Check Date Reference number Amount paid number ]192 14.30 12/26 0~455~gw Gap in check sequence Online and Electronic Date Amount ]2'23 61.95 01 '02 ] J) 16.00 01/09 202.67 01.'o9 138.40 Banking Deductions Oescriptio~ Di~ cot Pn)~nent -Elec Bill Pp 2502085B03Ws Di~ecl Payment - Reversal US Trcasmy 303 ]95280123A Dirccl Paymcnl - Rcdaim Equitable Life 17187180302220A Direcf Paymcnl- Reclaim Equitable Life 17187180327600A Other Deductione 01/0g .00 (tl,/0g 11,390.67 01,,'13 7.91 Description Debit Memo Refelence No. H303568720 Trnsfi' Fr Interest Checking There were 2 checks listed totaling $22.21, There were 4 Online om Electronic Banking Deductions totaling $1,419.02. There were 3 Other Deductions totaling $11,382.76. Daily Balance Detail Date Balance Date Balance Date Balance 12/20 11,465.98 12/26 l 1,389.73 01/09 7.01 - 12/23 11,10.t.03 01/02 l 1,730.80 01/' 13 .00 O.line Bill Payment Just Got Better - Now It's FREE If yon're still paying your bills tile hid fashioned way - writing checks, buying stamps, rttsbing re, tire post-rffficc - you're missing out on a quick and easy way to save bod~ dine and money. If )'ou've been paying a montldy fee tkn' Online Bill Pavu~en~ Se~qce, eid~er by rising Quicken ~ Online Bill Paymenl m' Ibrough our Account IJuk,~ sile, )'ou won't pa)' a fee anymDre. 6nline Bill Payment services are now free to all PNC personal checking account customers. To get sbu led wilb Accounl 15nk Web Bill PavDlenl, jusl sial-on Io Accoonl Link a~ www,lmcbank.com, and click on "Pay a Bill" fi~r iuslluclions tm bow Io get slatted. Free Web Bill Paymet~l -just one more way PNCis meedngthe needs of our cuslomers. Thank you t~r banking ~dlh us. Interest Checking'Account Statement PNCBAN PNC Batik For the period 12/2012003 to 01122/2004 CLARA SMITH DUM DECD 79 E YORKST BIGLERVILLE PA 17507-949! Interest Checking Aocount Summary ~,ccount number: 51-4039-9634 Account Link ® number: 0814985913 Balance Summary Beginning Deposits and balance other additions 11,165.98 ],358.0[ Checks and other deductions 12,823.otJ Average monthly balance 6,778.05 Ending balance .00 Charges .00 I'ranaactlon Summary Checks paid/ Check Card POS Check Card/Banhcard withdrawals signed transactions POS PiN transactions 2 0 Tota~ ATM PNC Bank Other Bank transactions ATM transactions ATM transactions ( ) 0 0 Interest Summary Annual Percentage Number of days Average collected Intarest Earned Yield Earned {APYE) in interest period balance for APYE this period o.ooz 0 .00 .00 PripnaP/accotmt number: 51-4039-9634 Page 1 of 2 ~_ For 24-hour banking, ctlstomer service and interest rate information, sign-on to Account Link ® by Web on pncbank.com or call 1-a88-PNC-BANK Moving? Please contact us at 1-888-PNC-BANK Write to: Customer Service PO Box 609 Pittsbnrgh PA 15230-9738 ....~_~ Visit us at pncbank.com TDD terminal: 1-800-531-1648 Clara Smith Dura Decd Please see the Activity Detail section for additional information. As of 01/22, a total of $.04 in interest was earned this year. A total of $.94 in interest was earned this statement period. ~lctivity Detail Deposits and Other Additions )ate Amount Description )1,'02 1,OIG.OO ])il'ecl Deposil -Soc Sec [ IS Tl'eastll3' 303 195280123A )1/02 202.67 Direct Deposit- AclTI8PyOl Equi~ able Life ] 7187180302220F )1/02 138:10 Di~ettDeposit-Acl718Py01 Equitable Life 17187180327600A )1/13 7 91- TI nsfi To Intercst Checking )1/13 791 RcfcrToMaker Effeclive 01-09-0 I Tbere were 6 Deposits and Other Additions totaling $1,358.01. FORM953R 217 SCHEDULE G INTER-VIVOS TRANSFERS & MISC. NON-PROBATE PROPERTY ESTATE Of: FILE NUMBER Clam S Dum 21-04-00006 DESCRIPTION OF PROPERTY ITEM '"CU~e'n'~O~-~'n-~*..e.~'no.aep~OD~C~aa~..~E~O~ DATE OF DEATH % OF DECD'S EXCLUSION TAXABLE NUMBER ~ A~a~ ^ co~ o~ ~ ~a ~o~ ~s~. ~s'r^~ VALUE OF ASSET INTEREST i,~m~c.a~l VALUE 1. PNC Investments, Aocb/2848-9979-1(IRA) 9,203 100.00% 9,203 2. Scudder, Acct #916174326(IRA) 7,350 100.00% 7,35C 3. Janney Montgome~ Scott LLL, Acct f~lB32-2916-7854 Type: 1 Aim High Yield FD CL B(3,414.516sh~4.42) $15,089.88 15,090 100.00% 15,09(] John Hancock PFD IMC FD(700sh~}25.87) $18,109.00 18,109: 100.00% 18,109 MasslnvsGrowthStockFDIncCLB(2738.85sh~10.03)$28,210.~ 28,21(~ 100.00% 28,210 MasslnvsTrShBenlntClB(2,180.61~}15.06) $32,839.98 32,84C 100.00% 32,840 PPG(4,495sh¢~63.91) $287,275.45 287,275 100.00% 287,275 SeligmanComm&lnfoFDIncClB(287.138~19.87) $5,705.43 5,705 100.00% 5,705 Selig man HiYIdBdFdB(2,263.603~}3.55) $8,035.79 8,03~ 100.00% 8,036 CNL American Properties, Inc. 7,097 100.00% 7,097 Money Market Fund 25,238 100.00% 25,238 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 TOTAL (Also enter on line 7 Recapitulation) $ 444r153 (If mom space ~s needed, insert additional sheets of the same size) SCUDDER I'NVESTMENTS Scudder Distributors, Inc. 222 So. Riverside Plaza Chicago, IL 60606-5808 Phone: 1-800-621-1048 www,scudder,com Apfil19,2004 Frey & Tiley Attorneys At Law Attn: Robert M. Frey 5 South Hanover Street Carlisle, PA 17013-3307 Dear Mr. Frey: Thank you for your inquiry regarding Scudder U.S. Government Securities Fund-A account 916174326. Scudder Investments would like to express its condolences for the passing of Clara Dum. With regard to the December 26, 2003 account value, there were 847.782 shares in this account at a net asset value of $8.67 per share. Thus, the account value was $7,350.27. Please be advised that I was unable to locate any other open accounts under Clara Dum's Social Security number in our records. Please advise the primary beneficiary of this account, Josiah F. Dura, that he has the following options for filing a claim on Clara Dum's Scudder IRA, since the required minimum distributions have not begun on the account: · Keep the assets in account registered to deceased shareholder for his benefit as the beneficiary. The entire aeeount must be distributed by December 31 of the fifth year following Clara Dum's death. · Complete the enclosed Inherited IRA Registration amt Beneficiary Designation form. This form must be "Signature Guaranteed." Please note that a signature guarantee may be obtained at a local bank or brokerage firm. A Notary Public is not an acceptable guarantor. OR · Mr. Dum may take distributions from an account registered in the name of Clara Dum for his benefit as the beneficiary, based on the his life expectancy. Distributions MUST begin no later than December 31 of the year following Clara Dum's death. '- The assets can be redeemed and purchased at NAV (price without the sales charge) into a non-IRA with Scudder Investments. If Mr. Dura selects this option, pleas advise him to complete the enclosed Scudder New Account Application. PNC1NVESTMENTS Member NASD and SIPC TRADE CONFIRMATION HILLIARD LYONS CUST FOR CLARA S DUM IRA 427 DOGWOOD CT CARLISLE PA 17013-2570 I,,,111 .,III,,,,,,II,,II,,,I.L 1,1,1..,111,.,I,.11 SETTLEMENT DATE: 02/17/04 FINANCIAL CONSULTANT: J20V HAROLD BESHAW PNC INVESTMENTS TWO PNC PLAZA 620 LIBERTY AVENUE PITTSBURGH PA 15222 (717) 730-2289 As your agent, PNC Investments is pleased to confirm the following sale transaction. Thank you for the trust and confidence you have placed in us. TRADE DATE SECURITY DESCRIPTION SYMBOL SOLD PRICE PRINCIPAL 02/11/04 PUTNAM FD FOR GROWTH & PGRWX 358.6460 18.4700 $6,624.19 INCOME CL A SHS I TRANSACTION AMOUNT $6,624.19 ACCOUNT NUMBER: 28489979 ACCOUNT TYPE: CASH ACCOUNT CUSiP/SECURITY NUMBER: 746761105 Hilliard Lyons capacity: AS AGENT FOR YOU ON THE OVER-THE-COUNTER MARKET. WE WILL FURNISH THE NAME OF THE OTHER PARTYAND THE TIME OF EXECUTION ON REQUEST. Special remarks for this transaction: UNSOLICITED Your Account is carried with J.J.B. Hilliard, W.L. Lyons, Inc. Member New York, American, and Midwest Stock Exchanges; CBOE; NASD; and SIPC. PNCI rvES'rMENTS Member NASD and SIPC TRADE CONFIRMATION HILLIARD LYONS CUST FOR C~RAS DUM IRA 427 DOGWOOD CT CARLISLE PA 17013-2570 h,,llh,,llh,,,,,Ih,lh,,hhl,hh,,llh,,,I,,ll SETrLEMENT DATE: 02/17/04 FINANCIAL CONSULTANT: J20V HAROLD BESHAW PNC INVESTMENTS TWO PNC PLAZA 620 LIBERTY AVENUE PITTSBURGH PA 15222 (717) 730-2289 As your agent, PNC Investments is pleased to confirm the following sale transaction. Thank you for the trust and confidence you have placed in us. TRADE DATE SECURITY DESCRIPTION SYMBOL SOLD PRICE PRINCIPAL 02/11/04 PUTNAM VOYAGER FD CL A PVOYX 217.7800 16.5200 $3,597.73 I TRANSACTION AMOUNT $3,597.73 UNT NUMBER: 28489979 ACCOUNT TYPE: CASH ACCOUNT CUSIP / SECURITY NUMBER: 747012102 Hilliard Lyons capacity: AS AGENT FOR YOU ON THE OVER-THE-COUNTER MARKET. WE WILL FURNrSH THE NAME OF THE OTHER PARTY AND THE TIME OF EXECUTION ON REQUEST. Special remarks for this transaction: UNSOLICITED Your Account s carr ed with J J rt. Hilliard, W.L. Lyons, Inc. Member New York, American, and Midwest Stock Exchanges; CBOE; NASD; and SIPC. 217 REV-1511 EX + (12-99) SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS ESTATE OF Clara S Dum FILE NUMBER 21-04-00006 Debts of decedent mum be reported on Schedule I. ITEM NUMBER DESCRIPTION 1. 2. 3. 2_ 3. 4. 5. 6. 7. 8. 9. 10. 11. FUNERAL EXPENSES: Dugan Funeral Home, Inc., Funeral Service Funeral Luncheon Vlusselman Florist, Flowers for Casket ~.DMINISTRATIVE COSTS: Pemonel Re~iae's Commissions Name of Pemonel RelXeaentative (s) See Attached social Security Number(s) I EIN Numbe~ =4' Pemonal Representative(s) Slmel Address State Year(s) Commission Pai~: 2004 Atlomey Fees T;~ Return Preperm's Fees ;umberland Law Journal, Advertising the Sentinel, Advertising Register of Wills, (12)Short Certificates Register of Wills, Filing Fee for Pennsylvania Inheritance Tax Return Register of Wills, Filing Fee for Final Accounting AMOUNT 4,540 262 201 20,000 31,467 397 75 99 36 15 150 TOTAL (Also enter on Fine 9~ Rece~nitu!ation) $ 57,24/ (If more space is needed, insert additional sheets of the same size) REV-t51'2 EX+ (6'96) AT ESTATE OF Clara S Dui SCHEDULE I DEBTS OF DECEDENT, MORTGAGE LIABILITIES, & LIENS FILE NUMBER 21-04-00006 ITEM NUMBER 2. 3. 4. 5. 6. 7. 8. 9. 12. 14. 15. 16. 20. Include unrelmburesd medical expenses. DESCRIPTION ¥ingling's Auction Service, Commission and expenses Judy A. Campbell, T/C, 2004 County & Township Taxes Judy A. Campbell, T/C, 2004 School Taxes ;-21 Coon & Associates, Commission on Sale of Real Estate Willow Crossing Condo Assn, Resale Certificate L.S. Joseph Plumbing, Repairs Recording Deed Saidis, Shuff, Flower & Lindsay, Notary Fee Debra K. Copechaver, Reimbursed for U-Haul Orrstown Bank, Bank-Servica Fee Erie Insurance Co., Homeowner's Policy Yingling's Auction Gallery, Appraisal of Real Estate Willow Crossing Condo Association, Dues PNC Investments, Annual Fee/Closing Recorder of Deeds, Adams County ~.T&T, Telephone IDT, Telephone Sprint, Telephone PP&L, Electricity S. Middleton Municipl Authority, Water and Sewer VALUE AT DATE Of DEATH 1,984 209 172 6,000 50 73 1,000 4 246 40 26 210 605 60 300 3 0 34 138 365 TOTAL (Also enter on line 10, Recapitulation) $ 11~519 (If mom space is ,,,..,~1, Insert .dd~onal sheets of the same size) ESTATE OF SCHEDULE J BENEFICIARIES FILE NUMBER Clara S Dum NUMBER I. 1, 2. 3. 4. 5. 6. II. 1. NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY TAXABLE DISTRIBUTIONS [include oubtght spousal distributions, and tmnsfem under Sec. 9116 (a) (1.2)] 3erald A. Dum P.O. Box 125 Fayetteville PA 17222 Kenneth L Dura 3710 Falkstone Mechanicsburg PA 17050 John L Duke B400 Menaul Blvd, N,E. #r215 Nbuquerque NM 87112-2260 Jacie G. Miller ~437 Pleasant Valley Road --Iliottsburg PA 17024 Debra K~ Copenhaver 79 E. York Street Bigle~ille PA 17307 Jane L Smith 540 Gabtars Road Gardners PA 17324 21-04-00006 RB. ATIONSHIP TO DECEDENT DO Not USt Step Son Step Son Step Son Step Daughter Daughter 3aughter AMOUNT OR SHARE OF ESTATE 1/6 residue of estate 1/6 residue of estate 1/6 residue of estate 1/6 residue of estate 1/6 residue of estate 1/6 residue of estate TOTAL OF PART II - ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET 0 (If more space is needed, insert additional sheats of the same size) LAST WILL AND TESTAMENT OF CLARA S. DUM I, CLARA S. DUM, of South Middleton Township, (mailing address: 427 Dogwood Court, Carlisle, PA 17013), Cumberland County, Pennsylvania, being of sound and disposing mind, memory and understanding, do hereby make, publish and declare this as and for my Last Will and Testament hereby revoking and making void any and all Wills by me at any time heretofore made and which Will is being made in accordance with the agreement for reciprocal wills executed contemporaneously herewith by me with my husband, Josiah F. Dura; 1. I direct my hereinafter named personal representative or representatives to pay all of my just debts and fuoeml expenses as soon after my death as may be found convenient to do so. I direct that my funeral services be conducted by Lee Dugan Funeral Home at Bcndersvill¢, Pennsylvania and that my body be interred on my burial lot located in Oaldawn Cemetery located near Gettysburg, Pennsylvania. I bring to the attention of my personal representative that my casket and vault have been paid for by me to Oaldawn Cemetery. 2. A]J. of the rest, residue and remainder of my estate, real, personal and mixed, and wheresoever the same may be situate:, I give, devise and bequeath to my husband, JOSIAH F. DUM, his heirs and 'assigns, to the exclusion of my children, born and unborn, provided my said husband, JOSIAH.,F.DUM, shall survive me by a per od of ninety (90) days. 3. Should my said husband, JOSIAH P. DUM predecease me or fall to survive me by the aforesaid period of ninety (90) days, then in such event all of the rest, residue and remainder of my estate, real, personal and mixed, and wheresoever the same may be situate, I give, devise and bequeath in equal shares to such of my two children and such of my husband's four children as shall survive me by a period of ninety (90) days, their hefts and assigns, but should any of the hereinafter named six children fail to so survive n~, then the share such deceased person would have received shall pass to such of his or her issue as shall survive me by a period of ninety (90) days, per stirpes, and if them be no such issue the same shall lapse and be divided equally among the shares of the remaining childran, per stirpes. My two children are DEBRA K. COPENHAVER and JANE L. SMITH. The four children of my husband, Josiah F. Dura are GERALD A. DUM, JOHN LANNY DUKE, who was previously known as LANNY J. DUM, KENNETH L. DUM, and JACIE G. MILLER. 4. I hereby nominate, constitute and appoint my said husband, JOSIAH F. DUM as Executor of this my Last Will and Testament, but should he predecease me or fail to qualify or cease serving as such, then in such event I nominate, constitute and appoint my daughter, DEBRA K. COPENHAVER and my husband's daughter JACIE G. MILLER as alternate or successor Co- Executors, and I further direct that none of them shall be required to post any bond to secure the faithful performance of his or her duties in the Commonwealth of Pennsylvania or in any other jurisdiction. I further direct that the compensation as Co-Executors of my daughter, DEBRA K. COPENHAVER and of my husband's daughter, JACIE Ca. MILLER shall be $ I0,000.00 each. IN WITNESS WHEREOF, I have hereunto set my hand and seal to this my Last Will and Testament written on one (1) page, this 14th day 0f May, 2002. (sE,u.) CLARA S. DUM Signed, sealed, published, and declared by CLARA S. DUM, the Testatrix above named, as and for her Last Will and Testament, in our presence, who, in her presence, at her request, and in the presence of each other, have hereunto subscribed our names as attesting witnesses. 2 I'd ~ . - ~VOIC.-E:... Glenda Farner Strasbaugh Register of Wills and Clerk of Orphans' Court Marjorie A. Wevodau First Deputy Kirk S. Sohonage, Esq Solicitor Register of Wills and Clerk of the Orphans' Court County of Cumberland One Courthouse Square Carlisle. PA 17013 (717) 240-6345 FAX (717)240-7797 INVOICE Bill To: InvoiceNo: Invoice Date: Estate of: Estate No: 147 1/5/2005 ClARA S. DUM 21-2004-0006 ROBERT M FREY ESQ 5 SOUIHHANOVERST JA CARLISLE, PA 17013 Qty 1 Fee Description Additional Probate Fee Total 105.00 $105.00 Total: $105.00 Olecks should be made payable to the Register of Wills. Terms: Net 30. Please return one copy of this invoice with your payment. Thank you. Jan 25 05 03:04p FREY and TILEY 7172436441 FREy & TILEY ATroRNEYS-AT-LAW s SOU1H HANOVER STREET CARUSLE, PENNS\"LVANIA 17013-3385 ROBERTM. FREY Of' COUNSEL grf.pHEN D. TILEY ROBERTO. FREY FACSIMiLE TRANSMITTAL MEMORANDUM TO: FAX: FROM: DATE: RE: Register of Wills 240-7797 Carol Wert January 25,2005 Estate of Clara S. Dum(21-04-0006) ./ Estate of Jeptha B. Woolums(21-04-0235) We are transmitting a total of 3 pages to you, including this cover page. PHONE (717) 243.5838 FAX (717) 243-6441 Please advise if the copy quality is not adequate. ____________________________________Message--------------------------------------- I am faxing you information that you will need to put into the above files so that you will know what has happened to each of the estate PA Inheritance Tax Return. If you have any questions let me know! >- C2 C) ~ -:'") - --'0 '~)C) :'~ '1 ~~~-l '" c..::! C','.., en ( :.,:;: ~';l 'J) N Ul /", -ry -.,- C~) (.., <::> p.1 :J:J r-n C:J CO) i'~~~'; 1',"1 r'_:J ~,'.2 - ~Tl ~ (. "~) ITl o -n Jan 25 05 OS,05p FREY and TILEY 7172436441 ROBERT M. FREY OF COUNSEL STEPHEN D. TILEY ROBERT G. FREY Register of Wills One Courthouse Square Carlisle PA 17013 Re: Estate of Qara S. Dum 21-04-0006 Dear Sir or Madam: FREY & TILEY AlTORNEYS-AT.LAW 5 SOUTH HANOWR STRSET CAAUSLE. PENNSYL.VANIA. 17013 p.2 TELEPHONE (117) 243-5838 FACSIMILE (117) 243-6441 January 25, 2005 I have notified the Pennsylvania Inheritance Tax Division of the errors I had made on Schedule B and Schedule G right after I had filed the return for the above estate. Charlotte was very helpful and asked that I simply fax the corrected schedules to her attention as this return had not been appointed to anyone and would take of care of my errors. I have faxed a copy of the front page of the return so that you may see if there are any monies due. Thanks for your patience! ~ C) (- ='-6 -'0 :1:("") ",.r-' "'i""n (./~; ;;:2 Carol Wert r-...) '-::::. .::;;;.> CJ~ S:-- "'-"" :~ N Ul c) __ --'it 1,J c., (-" o ?~ CJ (:.) ~D ,.... ! ,"1 ';.~""") , '-,; :--T3 - c.-:) rn n --h Jan 25 05 03:05p FREY and TILEY 7172438441 p.3 217 REV~'5Oll EX (541) OFFIClI\l USE ONLY COMI/ONWEALlll OF PENNSYLVANIA DEPARTIENT OF REVENUE DEPT._Dl HARRISBURG. PA 1712U801 REV-1500 INHERITANCE TAX RETURN RESIDENT DECEDENT . FIl.EIIUMIlIR 21-()4-<lOOO6 ~ ~ a DECEDEN1'S NAME (lAST. FllUIT,"" MIODl.E 1N1'IIAL) Clara S Dum DAlE Of' DEA'IH (l!MoOO-YEAR) DATE OF SIR1H (....oOD-YEAR) 12I26l2OO3 9/9/1934 (IF APPUCA8LE) SUR\II\IING SPOUSE'B ......E (lAST, FIRST, ..., l!DDLE INll1Al) REGISTER OF WILLS At SECURITY NUMBefl 'IMIIMrUlIWIIIUST.l"LIO 1N0000000000Tl.WlTH THE' ~ "iJ il~ Os [g],. ~"ReUn 02. Su~R.tum 03.A8nIIiI*......_~......_1D1a.tMZJ 0... UrnhdEsCale D4a.Fut\,lr&~\CornpromiN(D8l.ct.....1ftar12-12-82) 05. F....EstateTaxIWlmReQuireCI [!] 8. ~ Dlod T....tAI\Id'I ~ dM) 0 7. Decedtnl Mlllnlaln.:t I U'1ng Trull (AlCKh copy r:JI Trust) 8. TlDI ~d s.te0lp0d eo.. o 8. LIIIgIIon~Rece/Wcl 010. __fIIll'<IMWCIIiII\...ct........1N...'Ihl'''''... O,.EJec:tionIOIaaWJderSec.811'WlAtttchSchO) 'I1t1S SI!CTION MUST BE COIIPU!TED. ALL CORRESPONllEHCI! AND CONfID1!NTIAI. TAX INFOAIIAnON lIHOUUl BE DIRECTED TO: NAME . COMPlETE MAILING ADORI:8S Robert M. F 5 South Hanover Street FlfWNAMEn'...._) Carlisle, Pennsylvania 17013 Fre & Tile T9-EPH0Ne. NUMBER ~ ili Q Z 2 m ~ o " 1 4J..5838 '.R..........<_..A) (1) 2. Stoc:kl and 8Mdt (sa.dt.IIa B) (2) 3. CIaIeIy Held Corpgraton, ParL_.al40- or ~op./lIbnhfp (3) NONE ...._&......_I_D) (') NONE s. Coth. .....Dopoo..&M___ I_E) (.) S. .....~ Owned _ (......... F) (S) NONE z o_s"",,_ 5 7. InIBr-V..... Transfer & MIIoeII8n8ouI NaI...Probete Property ~ (.........0 orL) (7) i s. lOTAl GROSS A98ETS (_ U100 '.n ..F""",,,,_&__~(_uIoK) (O) OFFICIAL U$Ii:OM. Y = l;;,~~ on c_ ~::: 130,000 484,541 SJ '=0 :):; -\7 -~;~ -u n"' C) (-,.~ '~I , I :-:::J '" en C) -q ..." C..J ("" o c.nc.' ~-t 1.092,240 10."""'<IID_~LloIlI_&Uont(_I) :'0) 11. TOTAl. DEDUCTIONS (toI8I Unu 9 & 'to) 12. NE" VAlUE OF ESTATE (Une 8 minuI Lh 11) 13. ~ and GovernrnwrtaI BeQ~ 8113 Trusts forWhich 8n.1edIon to bIX his not been m8de (SChedule J) 14. NetV8fue Sub;IBcI to T8I( (Une 12 nWIus Une 13) 68.761 1 ,023.479 1 ,023,479 SEE Itl8TRUCTIONlI ON REVERSE SIDE FOR APPLICAIIU! RATES 1&. Amount of line 14l:all8t11e at..Ipo&JIIII''' Z I'8le .ortransfers 161d8rSec.9115(aX1.2) . .0 - (I.) ~ 18. Atnol.nlofline 14tax1lb1e.....,.,. 1.023,479 . .O~ (1~) I 17. Amount dUM 14 ___ et 8fbllr1ll"* . .12 (17) S 18. AmountdLQ1 14 taxable8lcolllllllral'nJIe . .15 ('0) 19. To: ~ (10, 46.057 46.057 2O.[RJ '1l';I'l,.i'l,5~,t".;r,"'~ "'i~'<?"- ""I~ 1 f",l~"' ";rnt""'.Uo ~\ :':-.' .,.1..-f <.1 - L.....-~~.....~' _ j:J...-_~ ,.,1 1 ';' :@ltJBj .., . > > BE SURE TO ANSWER ALL QUESTIONS ON REVERSE SIDE AND RECHECK MATH < < Jan 25 05 03:05p FREY and TILEY 7172436441 p.4 217 Deced Clara S Dum 195-28-0123 ent's Comolate Address: S'TREET ADDRESS 427 Courl CITY I~TATE I~'P ICarllsla PA 17013 Tax Payments and Credits: ,. ToxDue{Pllgo'Lno'"l 2. CredltI/F'aymof A. SpouooI ""'""Y c_ B.PrIor_ c.~ I') 46.057 46.000 684 Tol8lCledllo(A.B+C} (2) 46.684 3. Ir.we.wenalylf~ D._ E. PenoIIy TOIBII~(D+E) (3) 4. IfL.no2..__Unel . Uno.._Iho_ _.....OVERPAVMENT. ChecIl box on'" 1 U... 21 to ......t. refund (4) 5. 1f1no'........__.........""'__.....TAXDUE. (5) A. e.w tho....... on...... _ (SA) B. Enler tho _ dUne 5. SA. _..... BALANCE DUE. (511) Make Check Payable to: REGISTER OFwtLLS, AGENT 627 PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN OX" IN THE APPROPRIATe BLOCK~ ,. Dkl_'-.__ q,.~ NO~ e. rNfntheuseorfncomeottwpopertytrW1el'8mtd; . , . . . . .. ............,..- -" ~ b. _nthollghl..___....Ih8__orllO_ . . . . . . . . . . ... " 0 0':= 'f 1 TVJI"U c. relIin.~_i""Ol' . . . . . , . . . . . . . .. ................ . =:J t2S.JcJl "/& do NOINe"pranileforIlleOfeilh<<~ benefiborcn? . . . . . . . . . . . . . . . '. ..'_) ~~i n 1f___o-.-,,,,98..did d___""'*' one y.-ddeefl ~ :=:.=_~U~~~~~~81~or...._ . . :8 [R[, a Old dececIent CMn an 1nc:htdu8l RetQmenl; Account. annuty or o01er nort-pn:Itlral8 property wtich cont8Insabellelk:*~.det'~I? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. IKJ 0 If 1ltE _TO NIY OF lIIE _ QUES'IIatS IS YIiS, 10U IIU8T COII'l.ETE SCHEDULE G AND mE IT AS PARr OF TIE RE1URII. ::J;:) rl"j C) ~I~3 ',"-) i-O''! ;.'") ; L::_-r~~ -r1 cC::S n, c-:> -n .. .. 4. Under C**'-Gf PIltlr!. I dedlreN 1"-.........I1IIum.IncIucIng.............,ii1a~n~ 1Ind101''beMdm!t'~Pdbellef.llllw.. ... CIIIRltIIII. o.dItaIan tJllllI8dWI!f'cI'IIr I'IWlItw a.NGMI.__w...... '-.d ClI'l"~ rLW'It:tl...... 11M .ww1lnclMlclDL SIGNATURE OF PERSON RESPONSIBLE FOR FLING RETURN DATE 1213012004 ADDRESS 3437 pr-untVallev Road. E1llo11bum PA 17024 SIGNATURE OF PREP_ OYlER THAN REPRESENTATIVE DATE 12130/2004 ADDRESS 5 South Hanover Street Carlisle PA 17013 For*"" 01.-. onOl"Ifter~ 1. 1", _~Jand8ry1. 1_. __.nltetmpoled OflthenetnlWar"..".,.lO",tcrlhe usedNeurYMngllpCKMJl3'Mo [72P.s.SeI,:lion811Sc.X1.1)(J)1. Fordldes r.A deIth an or" J8nuary 1. 1985. hl_.... mpo.ed 0fI1he net"" of lmIln's 10 orfOr Itle.. ortheSLlr\fNlng IpOUM II: "" rn P.8. s.ctlor\ 9116 (8)(1.1){li)1. The ..Ill'" CWI not ~.l*"'-1ca ~spouse Irorn tax. Md tht lIa.IIItayreqWe/l'lentl fordllCkmn or... and '""'II_lax return... ~ ilMr\ If ". tuMWlO SpClUSe II '" only MneftdIIy. Fw~oIdultlonor8IW~ 1.2ODO: TJw ta fW impcIMd on 'dlenet YIlIuo (llra.-.. tom_.... chid IWenI)'-tJnt ~ d. Ol")'OUI'DIl'eldeattlto error the UM or. nIIunlI ~....aclciOlhI8' PlI*Il. or.~d""'chldl&""'f72P.8.SetlIon911ec.)(1.2)J. 1hIl *...,.Iqaed on ltIe net... ortJw"""lO~fol'ltle a.- r:it!he dIcDd.n1Nat 0eMlkia..._ 4.8'4. ucepl:_ ncted In 72 p.s. 8ecIon 8111(1.2) (72 P.I. Seation 8118(.)(1)). ThI tM m.1rnpcse(I on II'Ie Ml"'~~ 1001' b 0..... of... ftcelfertl tIbIIngI II 125 (72 p.8. 8eeIIOn 9118(IX1.3)] A sIlIng Is deIhelI. t.nIer Sedan 9102. as en IrlcIIwIIUIwno _atIUltOl'e.....tn (lI:lImIYlOI'Ildh ttle-...nt. whehr WbtOocl (J( adopIJon. Jen 25 05 03,OSp FREV and TILEY 7172438441 217 NN-1!S03 ex. (148) COtM)t"RM.1HOF~V""'" NEN1NtCETNl: RI'n.lRN SCHEDULE B STOCKS & BONDS p.5 ESTATE OF Clara S D\J11 FlLENIIMIlER 21.04-00008 AI ~ joInIIy__lfglll ofoulYlYcnltlp mllOtbe ~ on _.... F. ITEM NUM R 1. Series EE BondS 2. 3. 4. 5. 6. 7. 8. 9. 10. 11. 12. 13. 14. 15. 16. 17. 16. 19. 20. 21. 22. 23. 24. 25. 26. 27. 28. 29. 30. 31. 32. 33. 34. 35. PrION AIM PremIum EquIty Fd CI A(2,432.9sh@9.25) AT&T{136sh019.76) Berkshft Income RMIly(114@27.20) ~13.76) CH Energy(12ahCll45.89) Chertennac(1,418sh@21.81) Comcaa1(97sh032.03) CoITlll'lOl1WGllIIh too GrowII1 (5l108h@1.oo) Oana Corp(100sh@18.20) Delaware Tax Free{7,441.8sh@8.15) Ealon Vance Insured Munl Bd(6678h@13.8) Evelgl8ell Axed Inc TR(3,339.7sh@3.47) GarlmoAl Funds #1312135200(259.03sh@18.47) General EIeelric(200ah@30.72) GlaxosmIlhKllne(l00shCll45A5J Hancock John Inc TR Rag FD CL 8(240.85sh@40.86) 1n\e1(100sh@31.36) Lucent Technclogla8(259sh02-84) Mass Inv TR CI A{1,914.5ah015.42) Mass 1m TR CI 8(244.225015.06) NCR Corp #OOOOO44578(12.5sh@38.85) North Wales PA 5.00% Due 2015(10,0008h@102.592) PPG{I,192sh@63.91) Phila PA 8.0 Due 2006{10,OOOsh@91.oo) PLM Equip Growth Fund(5OO8h@1.01) . PlM Equip Growth Fund VI LP(l,OOOsh@l.05) Putman George FD CI A(3.727.42sh@28.88) Royal Cattbbean(10,OOOshOl13) me Wemer-AOL(1008h@17.84) Un"ad Tachologles (100eh@94.66) Ups(100sh@74.86) W. ShoAl Pe 5.75% Due 201S(5,OOOsh@102) New Vorl< Securities Fund #43(3.087.749@6.2) Inf~ Paper Cap TR DI(2OOsh@25.21) T T enter on Une 2 R_ (If more space is naadad, lnsert eddllfonal ~ of \he same size) VALUE AT DATE OF :TH 12.766 ~~ ...., = C:;'l <.n ~,,::;: ..'''' 22.505 2,867 3,101 10,320 548 30,883 3,107 500 1,820 80.651 9,205 11,589 4,784 6,144 4,545 9,841 3,136 736 29,522 3,618 486 10.259 114,527 9,700 505 ~50 ~;:~ -':-, ,tt84 ~,466 lAse 5',iOO <:1~ .... :5~2 .f, r~,) U1 " G) L) D 484 541 Jan 25 05 03:06p FREY and TILEY 7172436441 p.6 211 N!V-1StO~{I.I8) (Xlh'"t'Q'I\\EAI.:rn OF PIHIIYLvNM ItIHERn'NlCETAXAE'n..1ftN _TDl!CSlEI<r SCHSDUlE G INTER-VIVOS TRANSFERS & MISC. NON-PROBATE PROPERTY ESTAlE OF CI8I8 S Dum FU_ 21.0+00006 --_.."""""'*"'_...,w.._..etryrl_,_...... __rl", REV.'OOOCOYERSHel!Tloyoe. DESCRlI' IlVN OF PROPERTY ITEM I'iCUQ! 1111.... CP....~ _"....,,~'rOIlICII8n'#lG1l1I!l>>I,.QI " OF DECO'S EXClUSION TAXABlE ,......JrmCMo\oc.t'crnemmPOtMAL....ATI. ..- V 1. In.&dll....a..... "'Il118tl879-1(1RA) 100.00% 9.203 2. Sc:udder. Ac:cltl916174328(1RA) 100.00% 7.sea 3. Janney Monlgomllly Scoll LU,Aa:l#I-IB32-2916-7854 Type:l AIm High YIeld FD Cl B(3,414.516sh@4A2) 15.092 100.00% 15,092 John Hancock PFO IMe FO(7'llOah@25.67) 18.109 100.00% 18.109 Mass I..... Growth Stock Fd 100 CL B(2.738.85sh@10.03) 27,470 100.00% 27,470 Mass I..... TR SH Ban In! CL B(2, 180.618h@15.06) 32,840 100.00% 32,840 PPG(4,495sh@83.91) 287.27 100.00% 287,275 Seligman Comm & Info FL IncCLB(287.138sh@19.87) 5,705 100.00% 5,705 Seligman HI YId VD FD B(2,263.803ah@3,55) 8.036 100.00% 8,038 CNL American Propat1les. 1nc(500 unlIs@13,32) 6,860 100.00% 8,860 Money Merkel FU'Id 7,048 100.00% 7,048 c> c=o .----=:8 ~.,-po !?;r~; ,~~~~ c!(-) C) '-:'1 "" c:.':Io C? <:;;';"'1 ,- :,;;t<. ",;l>- :-D P'l C"") (~ ?~ ;,"'1 --", ,'V Ul --0 ::r. c::.:) w w o -,-{ '(~ Jrl C0Cl -"1, l' enter on Hne 7 n (If more apaoa Is needed, Insert additional sheel8 of \ha same slza) 424 788 217 REV-1503 EX. (6-96) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT OECEDENT SCHEDULE B STOCKS & BONDS ESTATE OF Clara S Dum FILE NUMBER 21-04-00006 All properly Jolntly-ownod with right of survivorship must be dlsclosod on Schedulo F. ITEM NUMBER 1. Series EE Bonds 2. 3. 4. 5. 6. 7. 8. 9. 10. 11. 12. 13. 14. 15. 16. 17. 18. 19. 20. 21. 22. 23. 24. 25. 26. 27. 28. 29. 30. 31. 32. 33. 34. 35. DESCRIPTION AIM Premium Equity Fd CI A(2,432.9sh@9.25) AT&T(136sh@19.76) Berkshire Income Realty(114@27.20) Blackrock(750sh@13.76) CH Energy(12sh@45.69) Chartermac(1,416sh@21.81) Comcast(97sh@32.03) Commonwealth Inc Growth (500sh@1.00) Dana Corp(100sh@18.20) Delaware Tax Free(7,441.8sh@8.15) Eaton Vance Insured Muni Bd(667sh@13.8) Evergreen Fixed Inc TR(3,339.7sh@3.47) Gartmore Funds #1312135200(259.03sh@18.47) General Electric(200sh@30.72) GlaxosmlthKline( 1 00sh@45.45) Hancock John Inc TR Reg FD CL B(240.85sh@40.86) Intel(100sh@31.36) Lucent Technologies(259sh@2.84) Mass Inv TR CI A(1,914.5sh@15.42) Mass Inv TR CI B(244.225@15.06) NCR Corp #0000044578(12.5sh@38.85) North Wales PA5.00% Due 2015(10,000sh@102.592) PPG(1 ,792sh@63.91) Phila PA 6.0 Due 2006(10,000sh@97.00) PLM Equip Growth Fund(500sh@1.01) PLM Equip Growth Fund VI LP(1,OOOsh@1.05) Putman George FD CI A(3,727.42sh@26.86) Royal Cartbbean(10,000sh@113) Time Wamer-AOL(100sh@17.84) United Techologies (100sh@94.66) UPS(100sh@74.66) W. Shore Pa 5.75% Due 2015(5,OOOsh@102) New York Securtties Fund #43(3,087.749@6.2) Int'n Paper Cap TR 1II(200sh@25.21) TOTAL Also enter on line 2 Reca itulalion (If more space is needed, insert additional sheets of the same size) o -""'1 ~~ :'J VALUE AT DATE OF DEATH 12,766 f',) 01 -u i.:.J w o '" <:::;:) c:::;>> en <-... :r:;:,~ --,~'" 22,505 2,687 3,101 10,320 548 30,883 3,107 500 1,820 60,651 9,205 11,589 4,784 6,144 4,545 9,841 3,136 736 29,522 3,678 fR 486 C)10,259 914,527 -,; 9,700 -', 505 'i'; 1050 -",'.', . c"'S 62 ,844 rn 11,300 ~ 1,784 9,466 7,466 5,100 12,944 5.042 484 541 217 REV-151Q EX-!- (609B) SCHEDULE G INTER-VIVOS TRANSFERS & MISC. NON-PROBATE PROPERTY COMMONWEALTH OF PENNSYLVANiA INHERITANCE TAX RETURN RESIDENT OECEDENT ESTATE OF Clara S Dum FILE NUMBER 21-04-00006 This schedule must be completacl and filed if the answer to any of Questions 1 through 4 on the reverse side of the REV~1500 COVER SHEET is yes. DESCRIPTION OF PROPERTY EXCLUSION /IfAPl'\.JCAllt.E) ITEM INCLUDE TrIE NAME OF THE TRANSFEREE, THEIR REt.A TIONSHlP TO DEceDENT .AND Ttf.E DATE OF NUMBER TRANSFER. ATTACH A COPY OF THE DEED FOR REAL f;STATE. 1. PNC Investments. Accl#2848-9979-1(IRA) 2. Scudder. Accl#916174326(1RA) DATE OF DEATH % OF DECO'S VALUE OF ASSET INTEREST 9,203 100.00% 7,350 100.00% 3. Janney Montgomery Scott LLL,Accl#HB32-2916-7854 Type: 1 Aim High Yield FD CL B(3,414.516sh@4.42) John Hancock PFO IMC FO(700sh@25.87) Mass Invs Growth Stock Fd Inc CL B(2,738.85sh@10.03) Mass Invs TR SH Ben Int CL B(2,180.61sh@15.06) PPG(4,495sh@63.91) Seligman Comm & Info FL Inc CL B(287.138sh@19.87) Seligman Hi Yld VO FD B(2,263.603sh@3.55) CNL Amencan Properties, Inc(500 units@13.32) Money Market Fund 15,092 18,109 27,470 32,840 287,275 5,705 8,036 6,660 7,046 100.00% 100.00% 100.00% 100.00% 100.00% 100.00% 100.00% 100.00% 100.00% ;;-y -.-j TOTAL Also enter on line 7 Reca itulation (If more space is needed, insert additional sheels of the same size) TAXABLE VALUE 9,203 7,350 15,092 18,109 27,470 32,840 287,275 5,705 8,Q36 6,660 7,046 '"" 0::::::> <7;::;:;:' G"l c_ --,b. ~,;"'- f".) U1 v GJ ~..., o r, :-1'1 424 786 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE '*' r- .-.. -'- BUREA:J OF INDIVIDlI~"': TAXES INHERITANCE TAX DIVISION PO BOX Z80601 HARRISBURG PA 171Z8-0601 NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX REY-1S41 EX 'FP (12-114) ; : i0 DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY ACN 03-14-2005 DUM 12-26-2003 21 04-0006 CUMBERLAND 101 Anount R_i Hed CLARA S ROBERT r-M FREY FREY & TILEY 5 S HANOVER ST CARLISLE PA 17013 MAKE CHECK PAYABLE AND REMIT PAYMENT TO: . REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~ R1V :1'!~".EX..AFl>>..rol"".6!"NaTYCE.OF.i:NHErtITAilci.YAX.AP.sRA.isEMiNf~.ALtowlNCE.OR................. DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF DUM CLARA S FILE NO. 21 04-0006 ACN 101 DATE 03-14-2005 TAX RETURN WAS: ( ) ACCEPTED AS FILED ( X) CHANGED SEE ATTACHED NOTICE RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. Real Estate (Schedule A) 2. Stocks and Bonds (Schedule B) 3. Closely Held Stock/Partnership Interest (Schedule C) 4. Mortgages/Notes Receivable (Schedule D) 5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) 6. Jointly Owned Property (Schedule F) 7. Transfers (Schedule G) 8. Total Assets (1) (2) (3) (4) (5) (6) (7) 130,000.00 484.541.00 .00 .00 52.913.00 .00 424.786.00 NOTE: To insure proper credit to your account, s~it the upper portion of this for. with your tax pa~nt. (8) 1.092,240.00 APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expenses/Ad.. Costs/Misc. Expenses (Schedule H) 10. Debts/Mortgage Liabilities/Liens (Schedule I) 11. Total Deductions 12. Net Value of Tax Return 13. Charitable/Govern.ental Bequests; Non-elected 9113 Trusts 14. Net Value of Estate Subject to Tax (9) (10) 57,242.00 11.519.00 (11) (12) (13) (14) 68.761 00 1.023,479.00 .00 1.023,419.00 (Schedule J) I~ an assessment was issued previously, lines 14, 15 and/or 16, 17, 18 and 19 will re~lect ~igures that include the total o~ ALL returns assessed to date. ASSESSMENT OF TAX: 15. A.ount of Line 14 at Spousal rate (15) 16. A.ount of Line 14 taxable at Lineal/Class A rate (16) 17. A.ount of Line 14 at Sibling rate (17) 18. Anount of Line 14 taxable at Collateral/Class Brat. (18) 19. Principal Tax Due ITS: NOTE: .00 X 1,023,479.00 X .00 X .00 X 00 = 045 = 12 = 15 = (19)= .00 46,056.56 .00 .00 46,056.56 TA DATE 03-26-2004 09-27-2004 12-30-2004 NUMBER CD003720 CD004428 CD004789 + INTEREST/PEN PAID (-) 684.21 3.56- .00 AMOUNT PAID 13,000.00 33,000.00 6,316.00 ~ TOTAL TAX CREDIT BALANCE OF TAX DUE INTEREST AND PEN. TOTAL DUE 52,996.65 6,940.09CR .00 6,940.09CR . IF PAID AFTER DATE INDICATED, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. ( IF TOTAL DUE IS LESS THAN $I, NO PAYMENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.) REV-1470 EX (6-88) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES PO Box 280601 HARRISBURG PA 17128-0601 DECEDENT'S NAME CLARA S. DUM REVIEWED BY CHARLES WRIGHT ITEM SCHEDULE NO. INHERITANCE TAX EXPLANATION OF CHANGES FILE NUMBER ACN EXPLANATION OF CHANGES Changes made according to correspondence sent into the Department. ROW 2104-0006 101 Page 1 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE '* <", i"" r~ _,.'\ .--, ,~.... .,,,_.:-..,~ NOTICE OF INHERITANCE TAX APPRAISEKENT~ ALLONANCE OR DISALLONANCE OF DEDUCTION~, AND ASSESSKENT OF TAX ON JOINTLY HELD OR TRUST ASSETS REY-1541 EX AFP 112-04) BUREAU OF INDIVIDlW..itiAXts- INHERITANCE TAX DIVISIQM PO BOX Z8060 1 ,-, HARRISBURG PA 171Z8-0601 ZOG5 18 M'lll: 44 (J()LJRT f'iJ '\ 'f:nrr>i. i\,';\.Ir\ r:() SARENAv,,MiSMI TH,J.f.f, 427 DOGWOOD CT CARLISLE PA 17013 Ci: rr,i/ , Let\!"\.. DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY SSNI'DC ACN 03-21-2005 DUM 12-26-2003 21 04-0006 CUMBERLAND 195-28-0123 04111748 Allount Rellitted CLARA S MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~ Rifv:is~i-EX--AFFi-(Oi-:03i------------------------------------------------------------------------------------ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS, AND ASSESSMENT OF TAX ON JOINTLY HELD OR TRUST ASSETS DATE 03-21-2005 ESTATE OF DUM CLARA S DATE OF DEATH 12-26-2003 COUNTY CUMBERLAND FILE NO. 21 04-0006 TAX RETURN WAS: S.S/D.C. NO. 195-28-0123 (X) ACCEPTED AS FILED () CHANGED JOINT OR TRUST ASSET INFORMATION ACN 04111748 FINANCIAL INSTITUTION: PNC BANK ACCOUNT NO. 5000971301 TYPE OF ACCOUNT: ()() SAVINGS ( ) CHECKING ( ) TRUST ( ) TIME CERTIFICATE DATE ESTABLISHED 01-21-1997 X 768.46 0.500 384.23 .00 384.23 .15 57.63 NOTE: TO INSURE PROPER CREDIT TO YOUR ACCOUNT, SUBMIT THE UPPER PORTION OF THIS NOTICE WITH YOUR TAX PAYMENT TO THE REGISTER OF WILLS AT THE ABOVE ADDRESS. MAKE CHECK OR MONEY ORDER PAYABLE TO: "REGISTER OF WILLS, AGENT." Account Balance Percent Taxable Amount Subject to Tax Debts and Deductions Taxable Amount Tax Rate Tax Due x TAX CREDITS: PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID DATE NUMBER INTEREST/PEN PAID (-) INTEREST IS CHARGED THROUGH 03-29-2005 TOTAL TAX CREDIT .00 AT THE RATES APPLICABLE AS OUTLINED ON THE BALANCE OF TAX DUE 57.63 REVERSE SIDE OF THIS FORM INTEREST AND PEN. 1.30 TOTAL DUE 58.93 . IF PAID AFTER THIS DATE, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. · ( IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" ( CR), YOU HAY BE DUE A REFUND. ~~~ D~U~D~~ ~Tn~ O~ THYS ~ORM FOR INSTRUCTIONS. ) ~<-"'- Cumberland County - Register Of Wills One Courthouse Square Carlisle, PA 17013 Phone: (717) 240-6345 Date: 11/15/2005 FREY ROBERT M 5 S HANOVER STREET CARLISLE, PA 17013 RE: Estate of DUM CLARA S File Number: 2004-00006 Dear Sir/Madam: It has come to my attention that you have not filed the Status Report by Personal Representative (Rule 6.12) in the above captioned estate. As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES, NO. 103 SUPREME COURT RULES DOCKET NO.1, for decedents dying on or after July 1, 1992, the personal representative or his counsel, within two (2) years of the decedent's death, shall file with the Register of Wills a Status Report of completed or uncompleted administration. This filing is due by: 12/26/2005 Your prompt attention to this matter will be appreciated. Thank You. SrY~~ GLENDA FARNER STRASBAUGH REGISTER OF WILLS cc: File Personal Representative(s) Judge STATUS REPORT UNDER RULE 6.12 Name of Decedent: CLARA S. DUM Date of Death: December 26,2003 Will No. Admin. No. 21-04-0006 Pursuant to Rule 6.12 of the Supreme Court Orphans' Court Rules, I report the following with respect to completion of the administration of the above-captioned estate: 1. State whether administration of the estate is complete: Yes () No (X ) 2. If the answer is No, state when the personal representative reasonably believes that the administration will be complete: January 2006 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? Yes () 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. Date: November 16, 2005 ~ ;,~~~ Signature - ) ,.-- Robert M. Frey Name (Please type or print) o (".-'1 5 South Hanover Street Carlisle. Pa 17013 Address i '~.' (717) 243-5838 Telephone No. Capacity: ( ) Personal Representative ( X ) Counsel for personal representative ~~- Cumberland County - Register or Wl~~S One Courthouse Square Carlisle, PA 17013 Phone: (717) 240-6345 Date: 12/13/2006 FREY ROBERT M 5 S HANOVER STREET CARLISLE, PA 17013 RE: Estate of DUM CLARA S File Number: 2004-00006 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: 12/26/2006 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, /; iV,. Lt-. tJ ,~L~uf/jJ~J Glenda Farner Strasbaugh Clerk of the Orphans' Court cc: File Personal Representative(s) cd Cumberland County - Register Of Wills One Courthouse Square Carlisle, PA 17013 Phone: (717) 240-6345 Date: 12/13/2006 COPENHAVER DEBRA K 79 E YORK STREET BIGLERVILLE, PA 17307 RE: Estate of DUM CLARA S File Number: 2004-00006 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: 12/26/2006 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, ~~~ ( J Glenda Farner Strasbaugh Clerk of the Orphans' Court cc: File Counsel c) Cumberland County - Register Of Wills One Courthouse Square Carlisle, PA 17013 Phone: (717) 240-6345 Date: 12/13/2006 MILLER JACIE G 3437 PLEASANT VALLEY ROAD ELLIOTTSBURG, PA 17024 RE: Estate of DUM CLARA S File Number: 2004-00006 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 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 is due by: 12/26/2006 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, ~~AJ~ '~j Glenda Farner Strasbaugh Clerk of the Orphans' Court cc: File Counsel C-) Pat D.C. Rule 6.12 STATUS REPORT REGISTER OF WILLS OF C1JMBERLAND COUNTY, PENNSYLVANIA Name of Decedent: C]Rra S. Dum Date of Death: December 26, 2003 File Number: 21-04-0006 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: .June 2007 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. M ~ f-.- ~cemb~21. 2006 0... (~~ ,- o \'.J W U-J a ( - .'i4~ ~. '1-~ Signature of Person Filing this Form '-0 t-'7=::t c~ """ Name oiPerson Filing this Form 5 S. Hanover St., Carlisle PA 17013 Capacity: 0 Personal Representative ~ Counsel Robert M. Frey Address (717) 243-5838 Telephone Form RW-IO rev. 10.13.06 BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION PO BOX 2B0601 HARRISBURG PA 17128-0601 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE pl="ORnFD~QiTANCE TAX \~~B',~\J~~!e~,~,~! OF ACCOUNT . REV-1607 EX AFP (03-05) ROBERT M FREY FREY & TILEY 5 S HANOVER ST CARLISLE ZOGe DEe 15 AM \\: 3:bATE U ESTATE OF ~ DATE OF DEATH CLERK uF T FILE NUMBER H^' I'"'' Ni\ IIi I ORP ,",I 'I ')'r\'I'~: -J.... P.i\. COUNTY Cl\l..r)" '11 , ACN 12-04-2006 DUM 12-26-2003 21 04-0006 CUMBERLAND 101 CLARA S Amount Remitted PA 17013 MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 NOTE: To insure proper credit to your account, submit the upper portion of this form with your tax payment. CUT ALONG THIS LINE -+ RETAIN LOWER PORTION FOR YOUR RECORDS +- REV-1607 EX AFP (03-05) --------------------------------------------------------------------------- *** INHERITANCE TAX STATEMENT OF ACCOUNT ... ESTATE OF DUM CLARA S FILE NO.21 04-0006 ACN 101 DATE 12-04-2006 THIS STATEMENT IS PROVIDED TO ADVISE OF THE CURRENT STATUS OF THE STATED ACN IN THE NAMED ESTATE. SHOWN BELOW IS A SUMMARY OF THE PRINCIPAL TAX DUE, APPLICATION OF ALL PAYMENTS, THE CURRENT BALANCE, AND, IF APPLICABLE, A PROJECTED INTEREST FIGURE. DATE OF LAST ASSESSMENT OR RECORD ADJUSTMENT: 03-14-2005 PRINCIPAL TAX DUE: 46,056.56 PAYMENTS (TAX CREDITS): PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID DATE NUMBER INTEREST/PEN PAID (-) 03-26-2004 CD003720 684.21 13,000.00 09-27-2004 CD004428 3.56- 33,000.00 12-30-2004 CD004789 .00 6,316.00 11-13-2006 REFUND .00 6,940.09- TOTAL TAX CREDIT 46,056.56 BALANCE OF TAX DUE .00 INTEREST AND PEN. .00 IF PAID AFTER THIS DATE, SEE REVERSE TOTAL DUE .00 II SIDE FOR CALCULATION OF ADDITIONAL INTEREST. { IF TOTAL DUE IS LESS THAN *1, NO PAYMENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" {CR}, YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. } ~ BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION PO BOX 2B0601 HARRISBURG PA 1712B-0601 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE ('-\:'-C\N'or~C,E ,OF DETERMINATION AND ...... .i, A$SE$:$MENT OF PENNSYLVANIA '.' "ESTAtE .-TAX BASED ON FEDERAL ESTATE TAX RETURN '* REV-483 EX AFP (06-05) ROBERT M FREY FREY & TILEY 5 S HANOVER ST CARLISLE (~! r:~:< OR"L'-:;';"i!'; I'nl T1T J~ r ";"!'.: '-', ",'~; './.,)',..;- :""i, j CU\ -. DATE 05-21-2007 ESTATE OF DUM CLARA S DATE OF DEATH 12-26-2003 FILE NUMBER 21 04-0006 COUNTY CUMBERLAND ACN 201 APPEAL DATE: 07-20-2007 (See reverse side under Objections) A.ount Re.ltted I MAKE CHECK PAYABLE AND REMIT PAYMENT TO: 'inn7 M"'Y '8 PH I: 07 (.~,~u ng I PA 17013 REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 NOTE: To insure proper credit to your account, submit the upper portion of this form with your tax payment. ~~~ - ~~~~~ - ~~~~ - ~ ~~~ - - -- - - --~__ !<_E!!-}!t _L.!l~_E!<_ !.!l!<!}.!l~_ !.!l_R_ Y.!lJl!<_ !}_L_E~_ _ ~_ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ ___ REV-483 EX AFP (03-05) .. NOTICE OF DETERMINATION AND ASSESSMENT OF PENNSYLVANIA ESTATE TAX BASED ON FEDERAL ESTATE TAX RETURN .. ESTATE OF DUM CLARA S FILE NO.21 04-0006 ACN 201 DATE 05-21-2007 ESTATE TAX DETERMINATION 1. Credit For State Death Taxes as Verified 17,644.00 2. Pennsylvania Inheritance Tax Assessed (Excluding Discount and/or Interest) 45,429.98 3. Inheritance Tax Assessed by Other States or Territories of the United States (Excluding Discount and/or Interest) .00 4. Total Inheritance Tax Assessed 45,429.98 5. Pennsylvania Estate Tax Due .00 TAX CREDITS: PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID DATE NUMBER INTEREST/PEN PAID (-) TOTAL TAX CREDIT .00 BALANCE OF TAX DUE .00 INTEREST AND PEN. .00 TOTAL DUE .00 *IF PAID AFTER THIS DATE, SEE REVERSE SIDE (IF TOTAL DUE IS LESS THAN *1, NO PAYMENT IS REQUIRED ~ FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CRJ, YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.) to. v 29 tho l NOTICE OF DETERMINATION AND ASSESSMENT OF PENNSYLVANIA ESTATE TAX BASED ON FEDERAL CLOSING LETTER \: (: I DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY ACN . COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX OIVISION PO BOX 280601 HARRISBURG PA 17128-0601 REV.7U EX AFP (".05) ROBERT M FREY FREY & TILEY 5 S HANOVER ST CARLISLE 05-28-2007 DUM 12-26-2003 21 04-0006 CUMBERLAND 202 APPEAL DATE: 07-27-2007 (See reverse side under Objections) A.ount Re.1tted I MAKE CHECK PAYABLE AND REMIT PAYMENT TO: CLARA S PA 17013 REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 NOTE: To insure proper credit to your account. submit the upper portion of this form with your tax payment. CUT ALONG THIS LINE -+ RETAIN LOWER PORTION FOR YOUR FILES +- iE-v:j3'--Ei-~FP--(oi:-025-----.-;-NoiFicir-oF-j)ETE1lMiN~fiO-N-AN-O-AS-SESS-MENT----------------------------- OF PENNSYLVANIA ESTATE TAX BASED ON FEDERAL CLOSING LETTER .. ESTATE OF DUM CLARA S FILE NO.21 04-0006 ACN 202 DATE 05-28-2007 ESTATE TAX DETERMINATION 1. Credit For State Death Taxes as Verified 17,644.00 2. Pennsylvania Inheritance Tax Assessed (Excluding Discount and/or Interest) 45,429.98 3. Inheritance Tax Assessed by Other States or Territories of the United States (Excluding Discount and/or Interest) .00 4. Total Inheritance Tax Assessed 45,429.98 5. Pennsylvania Estate Tax Due .00 6. Amount of Pennsylvania Estate Tax Previously Assessed Based on Federal Estate Tax Return .00 7. Additional Pennsylvania Estate Tax Due .00 TAX CREDITS: PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID DATE NUMBER INTEREST/PEN PAID (-) TOTAL TAX CREDIT .00 BALANCE OF TAX DUE .00 INTEREST AND PEN. ' . DO TOTAL DUE .00 *IF PAID AFTER THIS DATE. SEE REVERSE SIDE (IF TOTAL DUE IS LESS THAN .1. NO PAYMENT IS REQUIRED ~ FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR). YOU MAY BE · DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.) Cumberland County - Register Of Wills One Courthouse Square Carlisle, PA 17013 Phone: (717) 240 - 6345 Date: 11/28/2007 FREY ROBERT M 5 S HANOVER STREET (") c:;O . :::0 "1 ~1 ~'~~J C'l '1 r--.> <::::) <::::> -...I 2 CJ ~ r~',~ ~_ "J (-) :~1 ! .) " 1 <-::.; C:) -7] - -', (~-5 ,'M ITl , ,,~; (::) , , CARLISLE, PA 17013 N co -0 ::JC ~ .c- en RE: Estate of DUM CLARA S File Number: 2004-00006 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: 12/26/2007 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, r-~ it, " ;/ -~'~: ,'t':.,. '" .1./ ,.1;:t(_.,/b:t"aE~'U.':jt"t_i / I 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: 11/28/2007 Q --,;0 . ....~:n c~=p :jj ~~ COPENHAVER DEBRA K 79 E YORK STREET BIGLERVILLE, PA 17307 RE: Estate of DUM CLARA S File Number: 2004-00006 Dear Sir/Madam: C) " r--v <:::) e:.> --.J -- ;:s ~c f~'}~ C) r") ::;:J '-:.:; ,.., C:J c::> . '1 ,-, ('--) fT] C, "j <..-=) . r-. N co -0 :Jc ~ .e- m 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: 12/26/2007 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, t:g~. 1"1 0'" 1'.; .. 'u:.. " !'A .'. fi . ,./'t_1 J/ .k'~-:.f~{,,'7.;r~J\;i'j../ Glenda Farner Strasbaugh Clerk of the Orphans' Court cc: File Counsel e;..) Cumberland County - Register Of Wills One Courthouse Square Carlisle, PA 17013 Phone: (717) 240-6345 Date: 11/28/2007 C2 MILLER JACIE G 3437 PLEASANT VALLEY ROAD ELLIOTTSBURG, PA 17024 D ~rj ;0 ::, ~)r) :d-n ;~2 ~~ RE: Estate of DUM CLARA S File Number: 2004-00006 Dear Sir/Madam: t-..:> = <= -..I ....".. C:5 .......:: N co \j ::J1: W .. r"- '_./ ~..; '1 . , ("5 ("-1 .c- 0"\ , ~j 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: 12/26/2007 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, tt~~ / . Cr."''!'' ,~jj. . ~-.l /)' ,'- '!'f _1'..'h~.~.:I{.:<i ..i'....""7/r.1;y.t",~ J 8..1/.... .7.^ -.#' ).....~ #~,"'iV ".."'~." .y,J<.~.~.~ .~,. ,.v..;-a<-\. .~., /':':""".//:~~JWL' Glenda Farner Strasbaugh Clerk of the Orphans' Court cc: File Counsel r:.~ T Pa. O. C. Rule 6.12 STATUS REPORT REG ISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYLVANIA Name of Decedent: Clara S. Dum Date of Death: December 26. 2003 File Number: 21-04-00006 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................. _ Yes X No 2. If the answer is NO, state when the personal representative reasonably believes that the administration will be complete: JANUARY 2008 3. If the answer to No., 1 is YES, state the following: a. Did the personal representative file a final account with the Court?.................................................................... No Yes b. The separate Orphan's Court No. (if any) for the personal representative's account is: c. Did the personal representative state an account informally to the parties in interest........................................... _ Yes _ No d. Copies of receipts, releases, joinders and approvals of formal accounts may be filed with the Clerk of the Orphan's Court and may be attached to this report. Date: December 10,2007 ~ -h, ~ Signature of Person Filing this FO-::? Capacity: _Personal Representative ~Counsel C"') C"') N x: 0- Robert M. Frey. Esquire Name of Person Filing this Form l-C[ a:: , Q X?=) Ou;~j ::x:::: 'c: ' o 0::: S/.) ~:- . LuZ"-. 1<( " R u:r: C~ ....... a..~' o a: Ltj ~ 0'::; ~orm RW-HP rev. 10.13.06 5 South Hanover Street Address Carlisle. Pennsylvania 17013 (717) 243-5838 Telephone Cumberland County - Register Of Wills One Courthouse Square Carlisle, PA 17013 Phone:(717) 240-6345 ;".J Date: 12/15/2008 Fi~EY ROBERT M ~ ~~~~ 5 S HANOVER STREET '' c_= i CARLISLE, PA 17013 , __._ ; ti~ RE: Estate of DUM CLARA S File Number: 2004-00006 Dear Sir/Madam: This notice is to serve as a reminder that the Status Report b,~. Personal Representative under Rule 6.12 is due on the below listed date. As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES, NO. ,~03 SUPREME COURT RULES DOCKET NO. 1, for decedents dying on or after July 1, 1992, the personal representative or his counsel, within t~~~o (2) years of the decedent's death, shall file with the Register of Will_~ a Status Report of completed or uncomplE~ted administ-ration. This filing is due by: 12/26/2008 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:: 12/15/2008 COPL,NHAVER DEBRA K 79 E YORK STREET BIGLERVILLE, PA 17307 RiE : Estate of DUM CLARA S File Number: 2004-00006 Dear Sir/Madam: ~`.~ =: , c.•; _. __ ; 61.", Tr~is notice is to serve as a reminder that the Status Report by Personal Representative under Rule 6.12 is due on the below listed daUe. As p?r the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES, NO. 1.03 StJPRE;~'.E COURT RTJLES DOCKET N0. 1, for decedents dying cn or after July 1, 1992, the personal representative or his counsel, with-}n t~.~~o (2. years of the decedent's death, shall file with the Register of r~ti,~ ~ 1;~; ~i Status Report of completed or uncornpleted ad~:7irz~ _~t.r_«~_ ~_~.~. This filing is due by: 12/26/2008 Please feel free to contact this office with any questions you mad, have. If you have already filed your Status Report, please disregard t~:.is notice. Sinc~~~ely, i ' ~ r~'~ f r; ~' 1,~ ar ~I.%' 6 %~s~-'/~i,%rlyr+..J,'~~•.Y~;`..~•®=i~`'+i~:<r: _.,l'w..... Glenda Farner Strasbaugh Clerk of the Orphans' Court cc: File Counsel Cumberland County - Register Of Wills One Courthouse Square Carlisle, PA i70i3 Phone:(717) 240-6345 Date: 12/15/2008 MILLER JACTE G 3 4 3 7 PLEP_SAi`7T VALLEY ROAD E:~LIOTTSBURG, PA 17024 RE: Estate of DUM CLARA S File Number: 2004-00006 Dear Sir/Madam: Th~s r_otice is to serve as a reminder that the Status Report by Personal Representative under Rule 6.12 is due on the below listed dG.te . As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES, NO. 1G3 St'PR_EM:T COURT RULES DOCKET N0. 1, for decedents dying on or after July 1, 1992, the personal representative or his counsel, wit'nin t~s~._> (2) years of the decedent's death, shall file with the Register of Wi ~1 ~ ~~ ,tzlttzs Report of completed or uncompleted ~idn~in_ Crat ~ ~~ii. This filing is due by: 12/26j2008 Please feel free to contact this office with any questions you may ha~~e. If you have already filed your Status Report, please disregard this notice. Sincerely, ~; ~~~ Glenda Farner Strasbaugh Clerk of the Orphans' Court cc: File Counsel STATUS REPORT UNDER RULE 6.12 Name of Decedent: CLARA S. DUM Date of Death: December 26, 2003 Will No. Admin. No. 21-04-0006 Pursuant to Rule 6.12 of the Supreme Court Orphans' Court Rules, I report the following with respect to completion of the administration of the above- captioned estate: 1. State whether administration of the estate is complete: Yes () No (X ) 2. If the answer is No, state when the personal representative reasonably believes that the administration will be complete: June 2009 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? Yes () 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. Date: January 5, 2009 Addresss `'` (~; }~ j ~ ~ ~ Robert G. Frey ~` 5 South Hanover Street `. ` ;~:_y'r~~`l~ Carlisle Pa 17013 ~ ~ ~,-~~~ ~ ,,~;-!-~d0 _ J __ (717) 243-5838 ~ ' ;' -` ~' ' Capacity: ( )Personal Representative ~~ ;~ ~.~ ~_ - ~~~'~' 6 jlJ (X) Counsel for Personal Representative L. ~ -i Cumberland County - Register Of Wills One Courthouse Square Carlisle, PA 17013 Phone:(717) 240-6345 Date: 11/17/2009 FREY ROBERT M 5 S HANOVER STREET CARLISLE, PA 17013 RE: Estate of DUM CLARA S File Number: 2004-00006 Dear Sir/Madam: ev O b ~:,; ~ Q '; ~ c ~ -' O~~ J ~! ~~ ~ .~ c _ a ~ -~ r ~ s _ r:i - ;_) m i 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: 12/26/2009' 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, /~~1~,~ Glenda Farner Strasbaugh V 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 ra 0 e Date: 11/17/2009 0 COPENHAVER DEBRA K ~~ ~ - ~ , i l v r ~ ~ ~ :~~ c~~, , _ _ 79 E YORK STREET _~i Q~ = ~ c;' ;., BIGLERVILLE, PA 17307 ~ `~ ~ -a r .. _ -l , t3~ RE: Estate of DUM CLARA S File Number: 2004-00006 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 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: 12/26/2009 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 Counsel Cumberland County - Register Of Wills One Courthouse Square Carlisle, PA 17013 Phone: (717) 240-6345 Date: 11/17/2009 ^' °o MILLER JACIE G a ~`'``-' 3437 PLEASANT VALLEY ROAD ''" " ELLIOTTSBURG, PA 17024 vc'~ ~ , ~':!~~~ ~~ v 3 _ -,,-.~ ~ r '-_ OO '' RE: Estate of DUM CLARA S File Number: 2004-00006 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 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: 12/26/2009' 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 Counsel STATUS REPORT UNDER RULE 6.12 Name of Decedent: CLARA S. DUM Date of Death: December 26, 2003 Will No. Pursuant to Rule 6.12 of the Supreme Court Orphans' Court Rules, 1 report the following with respect to completion of the administration of the above- captloned estate: 1. State whether administration of the estate is complete: Yes (X) No ( ) 2. If the answer Is No, state when the personal representative reasonably believes that the administretlon will be complete: 3. If the answer to No. 1 is Yes, state the following: (a) Dld the personal representative file a final account with the Court? Yes ( ) No (X ) Admin. No. 21-20046 ~.; , ,., ° ~b) The separate Orphans' Court no. (H any) for the personal ~~ ~ Vin- representative's account Is: `-' ~' -? _ °" ~a c'~~c) Did the personal representative state an account Informally to ``' ~~ c°~i wz `' the parties In Interest? Yes (X) No ( ) ~.'. ~-= Q, gad) Copies of receipts, releases, joinders and approvals of formal or N c~.~ Informal accounts may be filed with the Clerk of the Orphans' Court and may be attached to this report. Date: November 20, 2009 Address Robert G. Frey 5 South Hanover Street Carlisle. Pa 17013 L171243-5838 Capacity: ( )Personal Representative (X) Counsel for Personal Representative