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Home My WebLink About04-0034PETITION FOR PROBATE and GRANT OF LETTERS Also known as To , Deceased Soctal Securtty No ~ 3 5"- z '{ - 70 ~ o Register of WdJs.fu~ County of 6~ ~"*"fff the Commonwealth of Pennsylvania The petition of the undersigned respectfully represents that Your petitioner(s), who is/are 18 years of age or older and the exect t~ v" named ~n the last Will of the above decedent, dated and cod~cd(s) dated Decedent was dormcded at death in c u County, Pennsylvania, with h ~ ~ last farmly or pnncipal residence at / 3-1 ~ / -- , n /~ (hst street, number and mumclpallty) Decedent, then g/ yearsofage,&edlZ'lJq/,a~t Except as follows, decedent did not marry, was not divorced and did not have a child bom or adopted after execution of the will o[fered for probate, was not the victim ora killing and was never adjudicated incompetent _qF,,.~s e_ Decedent at death owned property with estimated values as follows (If domiciled In PA) AIl personal property $ "2~ et °v° (If not dormcded in PA) Personal property ~n Pennsylvama $ __ (If not donmcded tn PA) Personal property in County $ Value of real estate ~n Pennsylvania $ ~c~/Wo ~th_) Sltuatedasfollows, Irlf 5~'~P'l~-~t-z-.5 WHEREFORE, petmoner(s) respectfully request(s) the probate of the last Will and codicil(s) presented herewith and the grant of letters (testamentary, ad~mmstratmn c t a, admm~stratton d b n c t a ) thereon OATH OF PERSONAL REPRESENTATIVE COMMONWEALTH OF PENNSYLVANIA } } ss COUNTY OF C%~nber land } The petitioner(s) above-named swear(s) or affirm(s) that the statements in the foregoing petition are tree and correct to the best of the knowledge and belief of petmoner(s) and that as personal representative(s) of the above decedent petmoner(s) will well and truly adnumster the estate accordtng to law Sworn to or affirmed and subscribed before { ~ -- me thls 13th day of January , { ~,'' ,fi'-') /-/~,1 2004 --) ~_~ , ~,1 (~ / Glenda Farner Strasbaugh Reglste )'/(', .4.. 1~ ~,\ ,, , ,X4~r~'~'- / ~- I, JAMES NEIGHBERS, of the BOROUGH of NEW CUMBERLAND, COUNTY of CUMB'ERL-AND, CO~fivIoNWEALTH of PENNSYLVANIA, being in good bodily health and of 'sound and disposing mind and memory, and not acting under duress, menace, fraud, or undue influence of any person whomsoever, merely calling to mind the frailty of human life, and being desirous of disposing my worldly goods while I have the strength and capacity so to do, I do make, publish and declare this my LAST WILL AND TESTAMENT. I hereby revoke, cancel and annul all my former Wills and Testaments, including lco&cds thereto, by me at any time made, and declare this alone to be my LAST WILE AND TESTAMENT. AS TO SUCH ESTATE AS IT HAS PLEASED GOD TO ENTRUST ME WITH IN THIS LIFETIME, I DISPOSE OF THE SAME AS FOLLOWS, VIZ: ITEM 1. I direct that my Executor hereinafter named, pay and discharge all of my just debts, funeral and testamentary expenses. ITEM 2. Because of her affluent lifestyle and the substantial sums of money I have g~ven to her during my lifetime, I give, devise, and bequeath five hundred dollars ($500.00) free from tax to my daughter, MRS. LINDA J. GRIFFITH of Hilton Head, South Carolina In addition, I give, dev,se, and bequeath those items in my residence at 1818 Bran& Avenue, New Cumberland, Pennsylvania 17070 which may have her name written upon them, I will see that she receives these ~tems prior to my death, if possible. ITEM 3. All the rest, residue and remainder of my enure estate, wheresoever situate, and whatsoever it may consist of, I give, devise, and bequeath, absolutely, and in fee, to my dearly beloved son, BRUCE J. NEIGHBERS, per surpes., ITEM4. I order and direct that my personal representative(s) hereinafter named, use JAMES M BACH, ESQUIRE, as the Attorney for my Estate. I nominate and appoint BRUCE J. NEIGHBORS as Executor of this my JAMES NEIGH~'I'~5 Page 1 of 3 [%* LAST WILL and TESTAMENT ITEM& I d~rect that my personal representatives, as well as thexr successors, shall not be reqmred to give bond for the faithful performance of their duties in any junsd~cuon. ITEM 7. I d~rect that all estate, succession, legacy, ~nhentance or other transfer taxes, however designated that shall become payable by reason of my death ~n respect of all property comprising my gross estate for tax purposes, whether or not such property passes under th,s Last Will, shall be paxd by Executor out of my residuary estate ITEM 8. I grant to my personal representatives herein named, ~n add,non to, but not ~n hmxtataon of those powers vested by law, to be exercised w~thout prior apphcauon to or approval of any court, the power and authority to retmn indefinitely any property, to xnvest and reinvest any assets or the proceeds derived from the sale of assets, although sa,d ~nvestments may not be of the character prescribed by law, to sell, convey, assign, transfer and encumber any property, to pay, settle or compromise all clmms, to make distribuuon or d~vls~ons in cash or ~n k~nd, and in general to exercxse all powers ~n the management of any property hereunder which any ,ndiwdual could exercise ~n the management of similar property owned ~n fus own right, and to execute and dehver any and all ~nstruments and to do all acts wh,ch may be deemed necessary and proper. ELIZABETH BOLTON Page 2 of 3 ACKNOWLEDGMENT COMMONWEALTH OF PENNSYLVANIA ) ) COUNTY OF CUMBERLAND ) SS I, JAMES NEIGHBERS, the TESTATOR, whose name ~s s~gned to the attached or foregoing instrument, having been duly quahf, ed accor&ng to law, do hereby acknowledge that I stgned and executed the ,nstrument as my LAST WILL; that I signed ~t wdhngly, and that I s~gned it as my free and voluntary act for the purpose therein expressed. Sworn tb or affirmed and~_.cknowledged before me, by JAMES NEIGHBERS, the TESTAT~)R'~th~s ,..~45 'rdayof ~.,~.~.1998 JAMES NEIGHBERS Mechanicsburg, PA 17055 My Commission Expires: 05/13/99 COMMONWEALTH OF PENNSYLVANIA ) ) COUNTY OF CUMBERLAND ) SS We, JASON J, MAZZEI and ~tLO_I..T_Q~, the w~tnesses whose names are s~gned to the attached or foregoing ~nstrument, being duly qualified accord,ng to law, do depose and say that we were present and saw the TESTATOR s,gn and execute the instrument as Ins LAST WILL; that the TESTATOR signed w,lhngly and that he executed ,t as h,s free and voluntary act for the purpose there~n expressed, that each w~tness m the hearing and s~ght of the TESTATOR s~gned the WILL as witnesses; and that, to the best of our knowledge, the TESTATOR was, at the nme, 18 or more years of age, of sound m,nd and under no constraint or undue Influence Sworn to or affirmed and acknowledged befo.~me, by: JASO~ J. MAZZEI and ELIZABET~/B)OLTON, witnesses, thts ~ {lay of _ _~, 1998 - y~7.~SON J/MA ~.~ ELIZABETH BOLTb~N' ~ ~ ~[0~MES M. CH, ESQUIRE /// NOTARY PUBLIC · Mechanicsburg, PA 17055 My Commission Expires: 05/13/99 Page 3 of 3 CERTIFICATION OF NOTICE UNDER RULE 5 6(a) Name of Decedent James Neighbers Date of Death December 29~ 2003 Will No 2004-00034 Admm. No 21-04-0034 To the Register' I certify that notice of beneficial interest reqmred by Rule 5 6(a) of the Orphans' Court Rules was served on or marled to the following benefictarles of the above- captioned estate on Febrnary 10~ 2004 Name Address Brnee J. Neighbers 17 William Penn Drive, Chambersburg, PA 17201 Linda J. Griffith 8028 Warwick Gardens Lane, University Park, FL 34201 Not~ce has now been g~ven to all persons entitled thereto under Rule 5 6(a) except (None) Date February 10, 2004 Name James M. Bach, Attorney-at-Law ¥cJ "00 IPLreJJoqEll~O ZZ. ZM Zt [133 ~. Address: 352 S Sporting Hill Road Mechamcsburg, PA 17050 Telephone 717-737-2033 Capamty [] Personal Representative SlI!P¢~ to jo~stfiebl Io eo!ICC .oeoJo~oE [] Counsel for Personal Representative ~,~ COMMONWEALTH OF PENNSYLVANIA ~ DEPARTMENT OF REVENUE ~'' ~ BUREAU OF INDIVIDUAL TAXES ~ DEPT 280601 RECEIVED FROM PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT REV-1162 EX(11-96} NO. CD 003717 NEIGHBERS BRUCE J 17 WILLIAM PENN DRIVE CHAMBERSBURG, PA 17201 "~,STAT E INFORMATION SSN 335-24-7620 '~,ILE NUMBER 21 04- 0034 DECEDENT NAME NEIGHBERS JAMES ~ATE OF PAYMENT 03/25/2004 POSTMARK DATE 03/24/2004 COUNTY CUMBERLAND DATE OF DEATH 12/29/2003 ~REMARKS: CHECK# 8448 ~-- SEAL TOTAL AMOUNT PAID: INITIALS JA RECEIVED BY' REGISTER OF WILLS ACN ASSESSMENT CONTROL NUMBER AMOUNT 101 $9,720 00 $9,720 O0 GLENDA FARNER STRASBAUGH REGISTER OF WILLS REV-1500 EX (6-00) 1.1.1 z u~ z 0 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE DEPT. 280601 HARRISBURG, PA 17128-0601 DECEDENTS NAME (LAST, FIRST, AND MIDDLE INITIAL) ~, James --------~ATEOFBIRTH(MM'DD-YEAR) DATE OF DEATH (MM-[~D-YEAR) 12.29.03 I 03.04.1922 (IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INiTIAL) REV-1500 OFFICIAL USE ONLY HERITANCE TAX RETURN F ' o IN o c/ RESIDENT DECEDE S~ SECUR~ NUMBER 335.2~ .~620 - ~S ~ M~ ~ R~ IN ~PU~ ~ ~ REGISTER OF ~LLS [] 1. Odginal Re{urn [~ 2. Supplemental Re{um SOCIAL SECURII Y NUMBER [] 3. Remainder Re{urn (~e of deam p,~ to 12-13-82) [] 4. Umited Estate [] 6. Decedent Died Testate (Attach copy of Will) [] 9. Litigation Proceeds Received [] 4a. Future Merest Compromise (dateof deathafta' 12-12-82) [] 7. Deosden{Ma~n{a~nedaLJv~ngTrust{NtachcopyofTrust) [] 10. Spousal Povaly Credit (date of death beiwee~ 12-31-91 ard 1-1-95) II1C · 'rank H. Kelly~_ EA nancial Services, tELEPHONE NU~ 717. 774. 7536_~___ 1. Real Estate (Schedule A) (1) (2) 2. Stocks and Bonds (Schedule B) 3. Closely Held Corporation, Partnership or Sole. Proprie{orship (3) 4. Mortgages & No~es Receivable (Schedule D) (4) 5. Cash, Bank Deposits & MIscellaneous Personal Propaty (5) (Schedule E) 6. JdnUy Owned Prope~ (Schedule F) (6) [] Seperate Billing Requested 7. in{er-Vivos Transfem & Misceilaneeus Non-Probate Propedy (7) (Schedule G or L) 8. Tot~ C~-oss Ass~,s (total Lines 1 - 7) 9. Funeral Expenses & MmiristraUve Costs (Schedule H) (9) 10. Debts of Deceden{, Mortgage Liabilities, & Liens (Schedule I) (10) 11. Total Beductions (total Unes 9 & 10) 12. Net Value of Estate (Une 8 minus Une 11) 13. Charitable and Govemmen{al Bequests/Sec 9113 Trusts for which an dection to tax has not been made (Schedule J) 14. Net Value Subject to Tax(Une 12 minus Une 13) [] 5. Federal Estate Tax Return Required 8. Total Number d Safe Deposit Boxes [] 11. Elec6on to tax under Sec. 9113(A)(^t~£hSchO) ;O~LETE~LINGADDRE~ Kelly Financial Services, Inc. 400 Bridge Street, suite ~4 New Cumberland, PA 17070 17.5, 7,220 54,2~ ~4,. ,OFFICIAL~SE ONLY (6) 236,504 9,133 9,133 (11) ~ (12) 227,371 (13) ~ 227,371 (i4) SEE INSTRUCTIONS FOR APPUCABLE RATES 15. Amount of I ine 14 taxable at the sp°usal tax rate, or transf~s under Sec. 9116 (a)(1.2) 16. Amount of Une 14 taxable at lineal rate 17. Amoun{ of Une 14 taxable at sibling rate 18. Amount of Une 14 taxable at cdlateral rate x .o~ (15) 227,371 x .o 45 (16) _ x .12 (17) X .15 Tax 19. 20. [] 10,232 (18)~ ~ (19) 10,232 STF PA42021F.1 Decedent's Complete Address: STREET ADDRESS 1818 Brandt Ave New Cumberland I STATEpA 17070 Tax Payments and Credits: 1. Tax Due (Page 1 Line 19) 2. Credits/Payments A. Spousal Poverty Credit B. Pdor Payments C. Discount 512 3. Interest/Penalty if applicable D. Interest E. Penalty 4. If Line 2 is greater than Une 1 + Line 3, enter the difference. This is tho OVERPAYMENT. Check box on Page I Line 20 to request a refund 5. If Une I + Line 3 is greater then Une 2, enter the difference. This is tho TAX DUE. A. Enter the interest on the tax due. (1) Total Credits (A + B + C) (2) Total Interest/Penalty (D + E) (3) (4) (5) (5A) (5B) 10,232 512 0 9,720 B. Enter tho total of Une 5 + SA. This is tho BALANCE DUF_ Make Check Payable to: REGISTER OF I/FILLS, AGENT PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS 1. Did decedent make a transfer and: yes No a. retain the use or income of the property transfened; ........................................ [] [] b. retain the dght to designate who shall use tho property transferred or its income; ................... [] [] c. retain a reversionary interest; or ....................................................... [] [] d. receive the promise for life of either payments, benefits or care? ............................... [] [] 2. If death occurred after December 12, 1982, did decedent transfer property within one year of death without receiving adequate consideration? .................................................. [] [] 3. Did decedent own en "in trust for" or payable upon death bank account or secudty at his or her death? ..... [] [] 4. Did decedent own en Individual Retirement Account, ennuity, or other non-probate properly which contains a beneficiary designation? ....................................................... [] [] IF THE ANS',"~R TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND RLE IT AS PART OF THE RETURN. DedaralJon a prepare~ uu ~ lnan me pemona~ repre~,L~w .................. 9,720' / DATE SIC,,NCrTUI:~L'--GP PERSON RE.gCDNSIBLE FOR FILING RETURN ADDRESS / ' ~- /'~' 17 W.i~liam Penn D~ve, Chambersburq, PA S~(f U/~~~N REPREsENTATIVE 40f~r~dge Street, Suite #4, New DATE Cumberland, PA 17070 For dates d dean on or after July 1, 1994 end before Jenuary 1, 1995, the tax rate imposed on tho net value of transfers to or for the use of the survMng spouse is 3% [72 P.S. §9116 (a) (1.1) (i)]. For dates of death on or after January 1, 1995, the tax rate imposed on the net value of trensfers to or for the use of the surviving spouse is 0% [72 P.S. §9116 (a) (1.1) (ii)]. The statute does not exempt a trensfer to a surviving spouse from tax, and the statutory requiCements for disclosure of assets and filing a tax retum are still applicable even if the surviving spouse is the only beneficiary. For dates of death on or after July 1, 2000: The tax rate imposed on the net value of transfers from a deceased child twenty-one years of age or younger at death to or for the use of a natural parent, an adoptive parent, or a stepparent of the child is 0% [72 P.S. §9116(a){1.2)]. The tax rate imposed on the net value of transfers to or for the use of the decedent's lineal beneficiaries is 4.5%, except as noted in 72 P.S. §9116{1.2) [72 P.S. §9116(a)(1)]. · The tax rate imposed on the net value of transfers to or for the use of the decedenrs siblings is 12% [72 P.S. §9116(a)(1.3)]. A sibling is defined, under Section 9102, as an individual who has at least one parent in common with the decedent, whether by blood or adoption. STF PA42021F,2 REV-1502 EX + (1-97)(I) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF SCHEDULE A REAL ESTATE :ILE NUMBER Neighbors, James 21.04.0034 NI real propaty owned solely or as a tenant in common must be reposed at fair rna~k~ value. Fair market value is delined as the price at whid~ property would be exdar~ed belween a · · · · · with rigt~ o~suwivorship willing buyer and a willing setle~, neither being compelled to buy a' sell, bolh hav~ng reasonable knowledge of the relevant facts. Real proper~ which is lo~ntly-owned must be disct__n~-~t n Sc~L.e~te E VALUE AT DATE ITEM NUMBER None DESCRIPTION TOTAL (Also enter on line 1, Recapitulation) OF DEATH (If more space is needed, insert additional sheets of the same size) STF PA42021F.3 REV-1503 EX + (1-97) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT D~-FDENT ESTATE OF Neighbors, James SCHEDULE B STOCKS & BONDS FILE NUMBER 21.04. 0034 NI p~o~aTy jointly-o~.-~cd~ with the right of survivorship must be disct__n~l__ on Schedule E ITEM NUMBER DESCRIPTION Rite Aid Stock U. S. Savings Bonds TOTAL (Also enter on line 2, Recapitulation) VALUE AT DATE OF DEATH 93,930 81,150 $ 175,080 (If more space is needed, insert additional sheets of the same size) STF PA42021F,4 REV-1504 EX + (1-97) (I) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Neighbors, James SCHEDULE C CLOSELY-HELD CORPORATION, PARTNERSHIP or SOLE.PROPRIETORSHIP FILE NUMBER 21.04. 0034 Schedule C-1 or C-2 (Including all supporting information) must be attached for each closely-held corporation/partnership interest of the decedent, other than a sole-proprietorship. See ins~ons for the supporting information to be submitted for sole-proprietorships. VALUE AT DATE ITEM NUMBER DESCRIPTION OF DEATH 1. None TOTAL (Also enter on line 3, Recapitulation) (If more space is needed, insert additional sheets of the same size) STF PA42021F.5 REV-1505 EX + (1-97) (I) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Neighbors, James SCHEDULE C-I CLOSELY-HELD CORPORATE STOCK INFORMATION REPORT FILE NUMBER 21.04. 0034 Name of CoGx)ration None Address City 2. Federal Employer I.D. Number 3. Type of Business State Zip Code Product/Service State of Incorporation Date of Incorporation Total Number d Shareholders Business Reporting Year TYPE TOTAL NUMBER OF NUMBER OF SHARES VALUE OF THE STOCK V~ng / Non-Vo~ng SHARES OUTSTANDING PAR VALUE OWNED BY THE DECEDENT DECEDENTS STOCK Common $ F,uf~-ed $ 5. Was the decedent employed by the Corporation? If yes, Position 6. Was the Corporation indebted to the decedent? If yes, provide amount of indebtedness $ Provide all dghts and restrictions pertaining to each class of stock. r--~Yes E]No Annual Salary $ Time Devoted to Business E]Yes E]Uo 7. Was there life insurence payable to the corporation upon the death d the decedent? []Yes [] No If yes, Cash Surrender Value $ Net proceeds payable $ Owner of the policy 8. Did the decedent sell or transfer stock of this company within one year prior to death or within two years if the date of death was prior to 12-31-827 E-]Yes [--~No If yes, [-~Transfer []Sate Number of Shares Transferee or Purchaser. Consideration $ Date Attach a separate sheet for additional transfers and/or sales. 9. Was there a wdtten shareholder's agreement in effect at the time of the decedent's death? []Yes [] No If yes, provide a copy of the agreement. 10. Was the decedent's stock sold? [] Yes [] No If yes, provide a copy of the agreement of sale, etc. 11. Was the corporation dissolved or liquidated after the decedent's death? [] Yes [] No If yes, provide a breakdown of distributions received by the estate, including dates and amounts received. 12. Did the corporation have an interest in other corporations or partnerships? [] Yes [] No If yes, report the necessary information on a separate sheet, including a Schedule C-1 or C-2 for each interest. A. Detailed calculations used in the valuation of the decedent's stock. B. Complete copies of financial statements or Federal Corporate Income Tax returns (Form 1120) for the year of death and 4 preceding years. C. If the corporation owned real estate, submit a list showing the complete address/es and estimated fair market values. If real estate appraisals have been secured, attach copies. D. List of principal stockholders at the date of death, number of shares held and their relationship to the decedent. E. List of officers, their salaries, bonuses and any other benefits received from the corporation. F. Statement of dividends paid each year. List those declared and unpaid. G. Any other information relating to the valuation of the decedent's stock. STF PA42021F.6 REV-1506 EX + (1-97) (I) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Neighbors, James SCHEDULE C-2 PARTNERSHIP INFORMATION REPORT FILE NUMBER 21.04. 0034 Name of Partnership None Address Oty 2. Federal Employer I.D. Number 3. Type of Business 4. Decedent was a []General State Zip Code Date Business Commenced Business Reporting Year Product/Savice [] Limited partner. If decedent was a limited partner, provide initial investment $ PERCENT OF PERCENT OF BALANCE OF PARTNER NAME INCOME OWNERSHIP CAPITAL ACCOUNT A. B. C. D. 6. Value of the decedent's interest $ 7. Was the Partnership indebted to the decedent? []Yes [] No If yes, provide amount of indebtedness $ 8. Was there life insurance payable to the partnership upon the death of the decedent? [] Yes If yes, Cash Surrender Value $ Net proceeds payable $ Owner of the policy 9. Did the decedent sdl or transfer an interest in this partnership within one year prior to death or within two years if the date of death was prior to 12-31-827. []Yes E]No If yes, r-]Transfer []Sale Percentage t ransferred/sold Transferee or Purchaser Consideration $ Date Attach a separate sheet for additional transfers and/or sales. 10. Was there a wdttee padnership agreement in effect at the time of the decedent's death? [] Yes [] No If yes, provide a copy of the agreement. 11. Was the decedent's partnership interest sold? []Yes [] No If yes, provide a copy of the agreement of sale, etc. 12. Was the partnership dissolved or liquidated after the decedent's death? [] Yes [] No If yes, provide a breakdown of distributions received by the estate, including dates and amounts received. 13. Was the decedent related to any of the partners? [] yes [] No If yes, explain 14. Did the partnership have an interest in other corporations or partnerships?[] Yes [] No If yes, report the necessary information on a separate sheet, including a Schedule C-1 or C-2 for each interest. A. Detailed calculations used in the valuation of the decedent's partnership interest. B. Complete copies of financial statements or Federal Partnership Income Tax returns (Form 1065) for the year of death and 4 preceding years. C. If the padnership owned real estate, submit a list showing the complete address/es and estimated fair market value/s. If real estate appraisals have been secured, attach copies. D. Any other information relating to the valuation of the decedent's partnership interest. STF PA42021F.7 REV-1507 EX + (1-97)(I) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Neighbors, James SCHEDULE D MORTGAGES & NOTES RECEIVABLE :ILE NUMBER 21.04. 0034 NI property jointly-owned with the dght of survivorship must he disclosed o~ Schedule E ITEM NUMBER None DESCRIPTION TOTAL (Also enter on line 4, Recapitulation) (If more space is needed, insert additional sheets of the same size) STF PA42021F,8 VALUE AT DATE OF DEATH I REV-1508 EX + (1-97)(I) ~ SCHEDULE E COUMONWE^LT' OF"E""S~V^N'^ CASH, BANK DEPOSITS, & MISC. INHERITANCE TAX RETURN PERSONAL PROPERTY RESIDENT DECEDENT ESTATE OF FILE NUMBER Nei.qhbors, James 21.04.0034 Include the proceeds of litigation and the date the proceeds were received by the estate. Ail prol~ed7 jointly-owned with the right o~ survivorship must be disclosed on Schedule F. VALUE AT DATE ITEM NUMBER DESCRIPTION 1991 Buick Park Ave Household items - furniture, dishes, clothing etc. TOTAL (Also enter on line 5, Recapitulation) (If more space is needed, insert additional sheets of the same size) STF PA42021F.9 OF DEATH 2,220 5,000 $ 7,220 I REV-1509 EX + (1-97)(I) I · SCHEDULE F OFPEN"S VAN'^ JOINTLY'OWNED PROPERTY I.,E IT "CE RETU.N RESIDENT DECEDENT ESTATE OF FILE NUMBER N m nD--e-g----ors, James 21.04.0034 If an ass~ was made joint w~thin one year of the decedenrs date of death, it must be reported on Schedule ~ SURVIVING JOINT TENANT(S) NAME ADDRESS RELATIONSHIP TO DECEDENT A. Bruce Neighbors Son 17 William Penn Drive Chambersburg, PA ~]TLY-OW NED PROPER'rY: LETTER DATE DESCRIPTION OF PROffERI Y % OF DATE OF DEATH ITEM FOR JOINT MADE Include name of financial inslitulion and bank acr~ mmber or similar identifying ~ DATE OF DEATH DECD'S VALUE OF NUMBER TENANT JOINT Attach deed for joinlly-held real estate. VALUE OF ASSET INTEREST DECEDENTS INTEREST 1. A. 1998 M&T Bank account 98207008 7,836 50 3,918 2. A. 1998 Commerce Bank account 0512039512 1,681 50 841 3. A. 1998 House and Land - New Cumberland 98,890 50 49,445 TOTAL (Also enter on line 6, Recapitulation) $ 5 4,2 0 4 (If more space Is needed, insert additional sheets of the same s~ze) STF PA42021 F.10 REV-1510 EX + (1-97)(~) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Neighbors, James SCHEDULE G INTER.VIVOS TRANSFERS & MISC. NON-PROBATE PROPERTY l FILE NUMBER 21.04. 0034 This schedule must be completed and filed if the answer to any of queslions 1 through 4 on the reverse side of the REV-1500 COVER SHEET is yes. DESCRIPTION OF PROPERTY % OF R'EM iNCLUOE T'i.E NAME OF THE TRANSFEREE, THEIR RELATIONSHIP TO DECEDENT ^ND THE DATE DATE OF DEATH DECD'S EXCLUSION TAXABLE VN_UE NUMBER OF TRANSFER, ATTACH ^ COPY OF TFE DEED FOR REAL ESTATE VALUE OF ASSET INTEREST (iF N:'PLICN~.E) 1. None TOTAL (Also enter on line 7, Recapitulation) $ STF PA42021 F,I 1 (If more space is needed, insert additional sheets of the same size) REV-1511 EX + (1-97) (I) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Neighbors, James SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS FILE NUMBER 21.04. 0034 ~ of decedent must be reported on Schedule I. ITEM NUMBER DESCRIPTION A. 1. 5. 6. 7. FUNERAL EXPENSES: Murray Stone Funerla Home, New Ciumberland PA ADMINISTRATIVE COSTS: Personal Representative's Commissiom Name of Personal Representative(s) Social Security Number(s) / EIN Number of Personal Representa~ve(s) S~'eet Ad dress Oty State Year(s) Commission Paid: A~ Fees Family Exemption: (ff decedent's address is not the same es claimant's, attach explanation) Claimant Tip Street Address Oty Relationship of Claimant to Decedent Probate Fees Accountant's Fees Tax Return Preparer's Fees Advert ising - ~P death notices TOTAL (Also enter on line 9, Recapitulation) AMOUNT 3,990 1,000 310 3,462 199 172 9 , 133 (If more space is needed, insert additional sheets of the same size) STF PA42021 F.12 REV-1512 EX + (1-97) (I) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Neighbors, James SCHEDULE I DEBTS OF DECEDENT, MORTGAGE LIABILITIES, & LIENS FILE NUMBER 21.04. 0034 Include umeimb~f,~ medical exp~-~ses. ITEM NUMBER None DESCRIPTION TOTAL (Also enter on line 10, Recapitulation) AMOUNT STF PA42021F.13 (If more space is needed, insert additional sheets of the same size) REV:~513 EX + (9-00) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Neighbors, James SCHEDULE J BENEFICIARIES FILE NUMBER 21.04. 0034 NUMBER o NAME AND ADDRESS OF PERSON(S)RECEIVING PROPERTY TAXABLEDiSTRIBUTIONS[includeoutdg~s~u~di~dbut~s,~dtr~sf~s und~S~.9116(a)(1.2~ Bruce Neighbors 17 William Penn Drive Chambersburg, PA Linda Jo Griffith Sarasota, FL RELATIONSHIP TO DECEDENT Do Not List Trustee(s) Son AMOUNT OR SHARE OF ESTATE Daughter 217,151 5OO ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES-15 THROUGH 18, AS APPROPRIATE, ON REV-1500 COVER SHEET NON-TAXABLE DISTRIBUTIONS: A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS TOTAL OF PART II - ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET $ (If more space is needed, insert additional sheets of the same size) STF PA42021F. 14 REV-1514 EX + (1-97) (I) COMMOI'SNEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF SCHEDULE K LIFE ESTATE, ANNUITY & TERM CERTAIN (Check Box 4 on Rev-1500 Cover Sheet) FILE NUMBER Ne-igh.bors, O-ames 2't. 04. 0034 This schedule is to be used for all single life, joint or successive life estate and .term certain calculations. For dates of death prior to 5-1-89, actuarial factors for single life calculations can be obtained from the Department of Revenue, Specialty Tax Unit. Actuarial factors can be found in IRS Publication 1457, Actuarial Values, Alpha Volume for dates of death on or after 5-1-89. Indicate the type of instrument which created the future interest below and attach a copy to the tax return. ~]Will [-]lntervivos Deed of Trust [--[Other ' NEAREST AGE AT TERM OF YEARS L FE ESTATE IS NAME(S) OF LIFE TENANT(S) DATE OF BIRTH DATE OF DEATH PAYABLE [-~ Life or E~ Term of Years__ None r-[Life or [~Term of Years__ ~JUfe or []]Te~m of Years__ [-~ Life or [~ Tefrn of Years__ 1. Value of fund from which life estate is payable $ 2. Actuarial factor per appropriate table Interest table rate - [] 3 1/2% [] 6% [] 10% [] Vadable Rate % 3, Value of life estate (Line 1 multiplied by Line 2) $ NAME(S) OF NEAREST AGE AT TERM OF YEARS ANNUITANT(S) DATE OF BIRTH DATE OF DEATH ANNUITY IS PAYABLE ~--]Life or []Term of Years__ []Ufe o¢ []Tam of Years__ [-~Life or []Tam of Years__ []Life or E~Tecm of Years__ 1. Value of fund from which annuity is payable 2. Check appropriate block below and enter corresponding (number) Frequency of payout - [] Weekly (52) [] Bi-weekly (26) [-'-]Quarterly (4) [] Semi-annually (2) I-]Annually (1) 3. Amount of payout per period 4. Aggregate annual payment, Line 2 multiplied by Line 3 5. Annuity Factor (see instructions) Interest table rate [~3 1/2% []6% F-[ 10% $ [] Monthly (12) []Other() []Variable Rate % Adjustment Factor (see instructions) Value of annuity - If using 3 1/2%, 6%, 10%, or if variable rate and period payout is at end of period, calculation is: Line 4 × Line 5 × Line 6 $ If using variable rate and period payout is at beginning of period, calculation is: (Line4 × Line5 × Line 6) + Line3 $ NOTE: The values of the funds which create the above future interests must be reported as part of the estate assets on Schedules A through G of this tax return. The resulting life or annuity interest(s) should be reported at the appropriate tax rate on Lines 13, 15, 16 and 17. STF PA42021 F. 15 (If more space is needed, insert additional sheets of the same size) REV-1647 EX + (9-00) CCMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF SCHEDULE M FUTURE INTEREST COMPROMISE (Check Box 4a on Rev-1500 Cover Sheet) Neighbors, James FILENUMBER 21.04.0034 This schedule is appropriate only for estates of decedents dying after Deca~ber 12, 1982. This schedule is to be used for all future interests where the rate of tax which will be applicable when the future interest vests in possession and enjoyment cannot be established with certainty. Indicate below the type of instrument which created the future interest and attach a copy to lhe tax return. []Will [--ITrust l-]Other I. Beneficiaries AGE TO NAME OF BENEFICIARY RELATIONSHIP DATE OF BIRTH NEAREST BIRTHDAY Z 3. 4. 5. IL For decedents dying on or after July 1, 1994, if a surviving spouse exercised or intends to exerdse a dght of withdrawal within 9 mor~ths of the decedent's death, check the appropriate block and attach a copy of the document in which the surviving spouse exerdses such withdrawal dght. [] Unlimited right of~thdrawal [] Limited right of withdrawal m. Explanation of C_,ompror~se Offer:. Summary of Compron~se Offer: 1. Amount of Future Interest .................................................................... $ 2. Value of Une 1 exempt from tax as amount passing to charities, etc. (also include as part of total shown on Line 13 of Cover Sheet) ........... $ 3. Value of Line 1 passing to spouse at appropriate tax rate CheckOne [--]6%, [-~3%, []0% .......................... $ (also include as part of total shown on Line 15 of Cover Sheet) 4. Value of Line 1 taxable at lineal rate Check One [~6%, r-~4.5% ................................. $ (also include as part of total shown on Line 16 of Cover Sheet) 5. Value of Line 1 Taxable at sibling rate (12%) (also include as part of total shown on Line 17 of Cover Sheet) ........... $ 6. Value of Line 1 Taxable at collateral rate (15%) (also include as part of total shown on Line 18 of Cover Sheet) ........... $ 7. Total value of Future Interest (sum of Lines 2 thru 6 must equal Line 1) ................................ $ (If more space is needed, insert additional sheets of the same size) STF PA42021 F,I 6 REV-1649 EX + (1-97) (I) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF SCHEDULE O ELECTION UNDER SEC. 9113(A) (SPOUSAL DISTRIBUTIONS) [ FILE NUMBER Neighbors, James 21.04.0034 Do not complete this schedule unless the estate is making the election to tax assets under Section 9113 (A) of the Inhe, iimice & Esia[~ Tax Act. If the election applies to more than one trust or similar arrangement, a separate form must be filed for each trust. This election applies to the Trust (marital, residual A, B, By-pass, Unified Credit, etc.). If a trust or similar arrangement meets the requirements of Section 9113 (A), and: a. The trust or similar arrangement is listed on Schedule O, and b. The value of the trust or similar arrangement is entered in whole or in pad as an asset on Schedule O, then the transferCs personal representative may specifically identify the trust (all or a fractional portion or percentage) to be included in the dection to have such trust or similar property treated as a taxable transfer in this estate. If less than the entire value of the trust or similar property is included as a taxable transfer on Schedule O, the personal representative shall be considered to have made the election only as to a fraction of the trust or similar arrangement. The numerator of this fraction is equal to the amount of the trust or similar arrangement included as a taxable asset on Schedule O. The denominator is equal to the total value of the trust or similar arrangement. PART A: Enter the description and value of all interests, both taxable and non-taxable, regardless of location, which pass to the decedent's surviving spouse under a Section 9113 (A) trust or similar arrangement. None DESCRIPTION VN. UE DESCRIPTION Part B Total $ (If more space is needed, insert additional sheets of the same size) STF PA42021F,17 VALUE Part A Total $ PART B: Enter the description and value of all interests included in Part A for which the Section 9113 (A) election to tax is being made. Register of Wills of CUMBERLAND County, Pennsylvania Certificate of Grant of Letters No. 2004-00034 PA No. 21-04-0034 ESTATE OF NEIGHBERS JAMES (]~A~'l', ~'l~S'i', ~l~) Late of NEW CUMBERLAND BOROUGH , ~UM~I_~LN~ COUWl'~, Deceased Social' Security No. 335-24-7620 WHEREAS, on the 13th day of January dated March 26th 1998 2004 an instrument was admitted to probate as the last will of NEIGHBERS JAMES (~a~'i', ~'l~'r, ~i~) late of NEW CUMBERLAND BOROUGH , CUMBERLAND County, who died on the 29th day of December 2003 and, WHEREAS, a true copy of the will as probated is annexed hereto. THEREFORE, I, GLENDA FARNER STRASBAUGH , Register of Wills in and for the County of CUMBERLAND in the Commonwealth of Pennsylvania, hereby certify that I have this day granted Letters TESTAMENTARY to NEIGHBERS BRUCE J who has duly qualified as Executor(rix) and has agreed to administer the estate according to law, all of which fully appears of record in my Office at CUMBERLAND COUNTY COURT HOUSE, CARLISLE, PENNSYLVANIA. IN TESTIMONY WHEREOF, I have hereunto set my hand and affixed the seal of my Office the 13th day. of January 2004. ~ ~egisce~ **NOTE** ALL NAMES ABOVE APPEAR (LAST, FIRST, MIDDLE) / T~X PARCELNo. MADE the 1Ts day of March , in the year of our Lord, One Thousand Nine Hundred and Ninety-Eight (1998). JAMES NEIGHBORS: GRANTOR AND BRUCE J. NEIGHBORS and JAMES NEIGHBORS, for ltis Lifetime: GRANTEES WITNESSETH THAT the said GR-ANTOR~~i'~r and in consideration of the sum of ONE DOLLAR: Lawful money of the United States, unto the GRANTOR, well and truly paid by the said GRANTEES, the receipt whereof is hereby acknowledged, does hereby grant, bargain, sell, alien, enfeoff, release, convey and confirm unto the said GRANTEES, their heirs and assigns: ALL THAT CERTAIN lot of land situate in the Borough of New Cumberland, County ~f Cumberland and State of Pennsylvania, bounded and described as follows, to wit: BEGINNING at a point, the southeast corner of Brandt Avenue and Sherwood Road; thence southeastwardly along the southerly line of Brandt Avenue one hundred and sixty- eight one-hundredths (100.68) feet to a point at line of Lot No. 6, Block "D" on the hereinafter mentioned Plan of Lots; thence along the latter lot soutwestwardly one hundred seven and eighty-three one-hundredths (107.83) feet to a point; thence along line of Lot No. 21, Block "D' northwestwardly thirty and ninety-three one-hundredths (30.93) :1.73 ~,~cE 856 feet to a point at line of Lot No. 4, Block "D"; thence northwardly along the latter lot one hundred twenty-seven and thirty-five one-hundredths (127.35) feet to the place of BEGINNING. BEING Lot No. 5, Block "D" on the Plan of Lots of Highland Park Extension, said Plan being recorded in the Office of the Recorder of Deeds in and for Cumberland County in Plan Book 5, Page 59. HAVING thereon erected a single dwelling house No. 1818 Brandt Avenue, New Cumberland, Pennsylvania. BEING the same premises which N.P. Ninneman, Inc., by their deed dated November 9, 1953 and recorded in the Office of the Recorder of Deeds in and for Cumberland County in Deed Book "N", Volume 15, Page 18, granted and conveyed unto James Neighbors and Mary L. Neighbors. WHEREAS Mary L. Neighbors departed this lifetime on or about December 10, 1995, thereby investing title in full in surviving tenant by the entirety, James Neighbors. James Neighbors is the lawful GRANTOR herein. THIS TRANSFER IS EXEMPT AS A TRANSFER BETWEEN PARENT AND CHILD. UNDER AND SUBJECT, NEVERTHELESS, to the conditions, restrictions, agreements, easements, rights of way, encumbrances, and all other matters of record. TOGETHER with all and singular hereditaments and appurtenances thereunto belonging or in anywise appertaining and the reversions and remainders, rents, issues and profits thereof; and all the estate, right, title, interest, property claim and demand whatsoever of the said GRANTOR, in law, equity or otherwise of, in and to the same and every part thereof. TO }lAVE AND TO HOLD the above-described premises with the appurtenances unto the GRANTEES, their heirs and assigns, forever. AND THE GRANTOR does hereby covenant and agree with the GRANTEES, that the GRANTOR, his Executors and Administrators, Shall and Will Warrant and Forever Defend the herein above-described premises with the hereditaments and appurtenances, unto the GRANTEES, their heirs and assigns, against the GRANTOR, and against every other person lawfully claiming, or who shall hereafter claim, the same or any part thereofi [~o-'"~ 17~ PAC[ 8~7 IN' WITNESS THEREOF, the GRANTOR has hereunto set his hand and seal the day and year first above written. SIGNED, SEALED and DELIVERED in the presence of: ITNESS poo~ 17~ ~AcE 858 COMMONWEALTH O~ PE,I~NSY,~VANIA: On this, the 17~ day of March , 1998, before me, the undersigned officer, personally appeared: JAMES NEIGHBORS known to me (or satisfactorily proven) to be the person whose name is subscribed to the withi..n instrument, and acknowledge that he executed the: same for the purposes therein y Notar~ Phblic I bereb.~.cm'tif.~-~0~lthe precise residence of the GRANTEES is: COMMONWF~LTH OF PENNSYLVANIA: coo~rrv or \% ~'~ ~ : Recorded in the Office of'the Recorder of Deeds, for said County, on the ~ day of .... ~, ~, in~a~ook I~ Vo~m~~a~% ~c~ t~ ~~AND AND SEAL OF SAID OFFICE, the day ~d year aforesaid. C Jmberland County Assessment Office Old Courthouse, First Floor One Courthouse Square Carlisle, PA 17013 (717) 240-6350 (717) 240-6354 (fax) Board of Assessment Appeals Lloyd W. Bucher R. Fred Hefelfinger. Sarah Hughes BONNIE M. MAHONEY Chief Assessor STEPHEN D. TILE¥ Assistant Solicitor NEIGHBERS, BRUCE J & KATHLEEN M 17 WILLIAM PENN DRIVE CHAMBERSBURG PA 17201 CHANGE OF ASSESSMENT NOTICE - THIS IS NOT A TAX BILL MAILING DATE: March 8, 2004 District: 26 - NEW CUMBEPJ~AND 2ND WD School..: WEST SHORE SD Location: 1818 BRANDT AVENUE & SHERWOOD ROAD LOT 5 BLK D PB 5 PG 59 UNIT/LOT ID..: L-0005 Land Size .... : .18 acres Property Type: R Residential Building REASON FOR CHANGE: Parcel Identifier: 26-23-0543-278. New Assessed Value indicated below will take effect for 2005 County/Library/Municipal 2004-2005 School / Old ~' New .... Total Assessed Value Assessed Value Change of Assessment Land 19,380 17,640 -1,740 Buildings 7 9,510 7 9,510 0 TOTAL 98,89.0 97,150 -1,740 Clean and Green Values Land NOT NOT NOT Buildings APPLICABLE APPLICABLE APPLICABLE TOTAL C~ and Greenva~~ only ~:aPP~ ~d ~ppmvaL Ali aP~tiO,s must ~ ~ by~e A:sse~t Office ~ 4;~P ~ ~ JUne 1 Oreen : ~ not n~ ~ CHANGED LAND ASSESSMENT PER DEED RIGHT TO FORMAL APPEAL: If you feel that the appraised'value of your. p~perty is more or less than~ Fair Market Vatue, you may file a formal appeal With the Board of: AsSesSment Appeals. The appeal mUst be filed in writing within ~ days from the: mailing date. of th~ notice. Thenotice of rules and regulations may be found at the web site listed below or at the Cumberland County Assessment Office, Old Courthouse, First Floor, One Courthouse'Square, Carlisle, PA 17013. Internet Access/Review: If you would like to review this property's assessment records, you may do so at no cost by accessing ccpa.net. QUESTIONS? Property owners may call an assessor at (717) 240-6350, or (717) 532-7286, or (717) 697-0371. Calls will be taken from 8:00 a.m. to 4:00 p.m. Kelley .Blue Book Used Car Values Page 1 of 2 TH£ 1RUSTED R£SOURC£ Blue Book Private Party R:eport Pennsylvania · February 29. 2004 1991 Buick Park Avenue Sedan 4D Engine: V6 3.8 Liter Trans: Automatic Drive: Front Wheel Drive Mileage: 160,000 Tilt Wheel Cruise Control AM/FM Stereo Cassette Equipment Air Conditioning Power Steering Power Windows Power Door Locks See ~! Listings of This.Car_ List Your Car For Sale Online _Buy a New Car Free Lemon Check Auto Loans from 3.65% APR Insurance Ouote Print "For Sale" Sign Payment Calculator ABS (4-Wheel) Leather Dual Power Seats Alloy Wheels Consumer Rated Condition: Good "Good" condition means that the vehicle is free of any major defects. The paint, body and interior have only minor (if any) blemishes, and there are no major mechanical problems. In states where rust is a problem, this should be very minimal, and a deduction should be made to correct it. The tires match and have substantial tread wear left. A clean Utte history is assumed. A "good" vehicle will need some reconditioning to be sold at retail; however major reconditioning should be deducted from the value. Host recent model cars owned by consumers fall into this category. Private Party Value $2,220 Private Party value represents what you might expect to pay for a used car when purchasing from a private party. It may also represent the value you might expect to receive when selling your own used car to another private party. Get a ~ Car_Tra_de-[n Va~ue ~ Invoice a HSRP of~ i~ew Cars Get a Person to Person Auto Loan JAMI::~ M. I~/~M ATTORNEY AND COUNSELOR AT LAW 352 SOUTH SPORTING HILL ROAD MECHANICSBURG, PA 17055 TELEPHONE (717) 737-2033 I, ]2~I~F.~12LIiLC.~, of the BOROUGH of NEW CUMBERLAND, COUNTY of CUMBERLAND, COMMONWEALTH of PENNSYLVANIA, being in good bodily health and of sound and disposing mind and memory, and not acting under duress, menace, fraud, or undue influence of any person whomsoever, merely calling to mind the frailty of human life, and being desirous of disposing my worldly goods while I have the strength and capacity so to do, I do make, publish and declare this my LAST WILL AND TESTAMENT. I hereby revoke, cancel and annul all my former Wills and Testaments, including codicils thereto, by me at any time made, and declare this alone to be my LAST WILL AND TESTAMENT- AS TO SUCH ESTATE AS IT HAS PLEASED GOD TO ENTRUST ME WITH IN THIS LIFETIME, I DISPOSE. OF THE SAME AS FOLLOWS, VIZi ~ I direct that my Executor hereinafter named, pay and discharge all of my just debts, funeral and testamentary expenses. ~ Because of her affluent lifestyle and the substantial sums of money I have given to her during my lifetime, I give, devise, and bequeath five hundred dollars ($500.00) free from tax to my daughter, MRS. LINDA J. GRIFFITH of Hilton Head, South Carolina. In addition, I give, devise, and bequeath those items in my residence at 1818 Bran& Avenue, New Cumberland, Pennsylvania 17070 which may have her name written upon them, I will see that she receives these items prior to my death, if possible. ~ All the rest, residue and remainder of my entire estate, wheresoever situate, and whatsoever it may consist of, I give, devise, and bequeath, absolutely, and in fee, to my dearly beloved son, BRUCE J. NEIGHBERS, per stirpes. ~ I order and direct that my personal representative(s) hereinafter named, use JAMES M. BACH, ESQUIRE, as the Attorney for my Estate. I nominate and appoint BRUCE J. NEIGHBORS as Executor of this my JAMES Page 1 of 3 LAST WILL and TESTAMENT' ~ I direct that my personal representatives, as well as their successors, shall not be required to give bond for the faithful performance o~ their duties in any jurisdiction. ~ I direct that all estate, succession, legacy, inheritance or other transfer taxes, however designated that shall become payable by reason of my death in respect of all property comprising my gross estate for tax purposes, whether or not such property passes under this Last Will, shall be paid by Executor out of my residuary estate· ~ I grant to my personal representatives herein named, in addition to, but not in limitation of those powers vested by law, to be exercised without prior application to or approval of any court, the power and authority to retain indefinitely any property, to invest and reinvest any assets or the proceeds derived from the sale of assets, although said investments may not be of the character prescribed by law, to sell, convey, assign, transfer and encumber any property, to pay, setde or compromise ali claims, to make distribution or divisions in cash or in kind, and in general to exercise all powers in the management of any property hereunder which any individual could exercise in the management of similar property owned in his own right, and to execute and deliver any and all instruments and to do all acts which may be deemed necessary and proper· Page 2 of 3 cOMMONWEALTH OF PENNSYLVANIA ) ) ss couNTY OF CUMBERLAND ) I, JAMES NEIGHBERS, the TESTATOR, whos~ name is signed to the attached or foregoing instrument, having been duly qualified according to law, do hereby acknowledge that I signed and executed the instrument as my LAST WILL; that I signed it willingly; and that I signed it as my free and voluntary act for the purpose therein expressed. Sworn to or affirmed andacknowledged before me, by: JAMES NEIGHBERS, the J'-'~ ~r-v NOTARY PUBLIC Mechanicsburg, PA 17055 My Commission Expires: 05/13/99 cOMMONWEALTH OF PENNSYLVANIA ) cOUNTY OF CUMBERLAND ) ..... .nt:~4 I~ZLT-Q~, the witnesses whose names are We, lfiS_O_N I,_~ aha ~ . . ~..~ .... ~l;C, ed according to law, do - foregoing instrument, t~emg umy s~gne~-to the attached or present and saw the TESTATOR sign and execute the depose and say that we were instrument as his LAST WILL; that the TESTATOR signed willingly and that he executed it as his free and voluntary act for the purpose therein expressed; that each witness in the hearing and sight of the TESTATOR signed the WILL as witnesses; and that, to the best of our knowledge, the TESTATOR was, at the time, 18 or more years of age, of sound mind and under no constraint or undue influence. acknowledged before_me, by: JASO~J. MAZZEI and Sworn to or affirmed and .. -./'~5~ ~{ "'-~~_ 1998. ELIZABETH/.B~OLTON, witnesses, tms~ ~I wrrNESS t~ WrrNESS ~ESQUIRE // NOTARY pUBLIC P' Mechanicsburg, PA 17055 My Commission Expires: 05/13/99 Page 3 of 3 Savings. Bond Calculator Page 1 of 2 Denomination Serial Number Issue Date # Bonds Total Price 26 $16,250.00 Serial Number Issue Date Series Denom m77729649ee 12/I984 EE m77729648ee 12/1984 EE m21366053e 12/1978 E- m21366052e 12/1978 E m21366051e 12/1978 E m213660050e 01/1978 E m213660049e 01/1978 E m213660048e 01/1978 E m213660047e 01/1978 E m213660046e 01/1978' E m213660045e 09/1977 E m213660044e 08/1977 E m213660tM3e 07/1977 E m213660042e 06/1977 E m213660041e 06/1977 E m77729638ee 03/1981 lee m77729637ee 03/1981 EE m77729639 03/1981 EE m77729640ee 03/1981 EE m77729641ee 05/1981 EE m77729642ee 05/I982 EE m77729643ee 03/1983 lee m77729644ee 03/1983 Ele m77729645ee 03/1983 lEE m77729646ee 03/1983 lee m77729647ee 12/1984 EE ~::i~!! [Viewing Bonds 1-26 I~ne Price $1,000 $500.00 1,000 500.00 1,000 750.00 1,000 750.00 1,000 750.00 1,000 750.00 1,000 750.00 1,000 750.00 1,000 750.00 1,000 750.00 1,000 750.00 1,000 750.00 1,000 750.00 1,000 750.00 1,000 750.00 1,000 500.00 1,000 500.00 1,000 500.00 1,000 500.00 1,000 500.00 1,000 500.00 1,000 500.00 1,000 500.00 1,000 500.00 1,000 500.00 1,000 500.00 Total Interest Total Value YTD Interest $64,892.00 $81,142.00 $3,306.00 Interest Next Final Interest Value Rate Accrual Maturity Note $992.00 $1,492.00 4.00% 06/2004 12/2014 992.00 1,492.00 4.00% 06/2004 12/2014 2,802.80 3,552.80 4.00% 06/2004 12/2008 2,802.80 3,552.80 4.00% 06/2004 12/2008 2,802.80 3,552.80 4.00% 06/2004 12/2008 3,549.20 4,299.20 4.00% 01/2004 01/2008 3,549.20 4,299.20 4.00% 01/2004 01/2008 3,549.20 4,299.20 4.00% 01/2004 01/2008 3,549.20 4,299.20 4.00% 01/2004 01/2008 3,549.20 4,299.20 4.00% 01/2004 01/2008 4,018.40 4,768.40 4.00% 03/2004 09/2007 4,018.40 4,768.40 4.00% 02/2004 08/2007 4,018.40 4,768.40 4.00% 01/2004 07/2007 4,114.40 4,864.40 4.00% 06/2004 06/2007 4,114.40 4,864.40 4.00% 06/2004 06/2007 1,780.00 2,280.00 4.00% 03/2004 03/2011 1,780.00 2,280.00 4.00% 03/2004 03/2011 1,780.00 2,280.00 4.00% 03/2004 03/2011 1,780.00 2,280.00 4.00% 03/2004 03/2011 1,682.80 2,182.80 4.00% 05/2004 05/2011 1,598.00 2,098.00 4.00% 05/2004 05/2012 1,269.20 1,769.20 2.51% 03/2004 03/2013 1,269.20 1,769.20 2.51% 03/2004 03/2013 1,269.20 1,769.20 2.51% 03/2004 03/2013 1,269.20 1,769.20 2.51% 03/2004 03/2013 992.00 1,492.00 4.00% 06/2004 12/2014 Commerce ' Bank JAMES NEIGHBERS BRUCE J NEIGHBERS 1818 BRANDT AVENUE PO BOX 393 NEW CUMBERLAND PA Commerce Bank/Harrisburg N.A 100 Senate Avenue Camp Hill Pa 17011 888-937-0004 17070 Page 1 of 1 STATEMENT DATE 12/26/03 CYCLE-007 *** CHECKING *** 50 PLUS CLUB _ ACCOUNT NUMBER 0512039512 PREVIOUS STATEMENT BALANCE AS OF 11/24/03 ........................ PLUS i DEPOSITS AND OTHER CREDITS ................... LESS 5 CHECKS AND OTHER DEBITS ...................... CUP~D, ENT STATEMENT BALANCE AS OF 12/26/03 ......................... NUMBER OF DAYS IN THIS STATEMENT PERIOD 32 1,900.24 .23 219.43 1,681.04 *** CHECKING ACCOUNT TRANSACTIONS *** DATE DESCRIPTION 11/25 AC-PAWC -PAYMENT 11/25 AC-PP -ELEC BILL 12/11 AC-UGI UTILITIES -UGI BILL 12/24 AC-PAWC -PAYMENT 12/26 INTEREST PAYMENT 12/26 AC-PP -ELEC BILL DEBITS 21.43 29.45 127.62 10.69 30.24 CRED I TS .23 *** BALANCE BY DATE *** 1,900.24 11/25 1,681.04 PAYER FEDERAL ID NUMBER INTEREST PAID YEAR TO DATE 1,849.36 12/11 1,721.74 12/24 23-2324730 6.28 *** INTEREST EARNED THIS STATEMENT PERIOD *** DAYS IN PERIOD ......................... 32 INTEREST EARNED ......................... 23 ANNUAL PERCENTAGE YIELD EARNED (APY) .... 0.15% NOTE: SEE REVERSE SIDE FOR IMPORTANT INFORMATION Member FDIC JAMES NEIGHBERS BRUCE J NEIGHBERS 17 WILLIAM PENN DRIVE PO BOX 393 CHAMBERSBURG PA 17201 01/26/04 0512039512 CYCLE-007 *** CHECKING *** 50 PLUS CLUB BEGINNING RATE 0.15000 ACCOUNT NUMBER 0512039512 PREVIOUS STATEMENT BALANCE AS OF 12/26/03 ........................ 1,681.04 PLUS 3 DEPOSITS AND OTHER CREDITS ................... 72.02 LESS 0 CHECKS AND OTHER DEBITS ....................... 00 CURRENT STATEMENT BALANCE AS OF 01/26/04 ......................... 1,753.06 NUMBER OF DAYS IN THIS STATEMENT PERIOD 31 *** CHECKING ACCOUNT TRANSACTIONS *** DATE DESCRIPTION DEBITS CREDITS 01/12 DEPOSIT 63.00 01/20 DEPOSIT 8.80 01/26 INTEREST PAYMENT .22 *** BALANCE BY DATE *** 12/26 1,681.04 01/12 1,744.04 01/20 1,752.84 01/26 1,753.06 PAYER FEDEP. AL ID NUMBER 23-2324730 INTEREST PAID YEAR TO DATE .22 *** INTEREST EARNED THIS STATEMENT PERIOD *** DAYS IN PERIOD. ........................ 31 INTEREST EAR. NED ......................... 22 ANNUAL PERCENTAGE YIELD EARNED (APY) .... 0.15% I MaTBank 98207008 ~ M&T pREMIUM INTEI~EST 00 3 06113M M 021 JAMES NEIGHBERS OR BRUCE J NEIGHBERS 17 WILLIAM PENN DR CHAMBERSBI/RG PA 17201 INTEREST PAID YEAR TO DAT~ 3.03 HIGHLAND PA~K 3.03 'IVITY i!ii~i~i~ ......................... i:~:i:i:!::~:i:i:i:~!:~:i:i~:~:i:i:~!~!~iii~!~i~iiii~!iiii~i!i~ii~:f:~::~::::~ii::::!::~i~i~::~ii::~:~::~::::i:::::::::~:~::ii::i::~:!:~i:::::::::!::::::::i::i!:::::~::::::::::~:: ~.~!~,~:.~,2~ iiiif~*~.'j~_~i~f:~!~:: ~iii~!i~ii~~:~:.~ ~:.~:,~:~::~ :::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::: ::~~ ~::~::~:~::~~ ~::~::~:~::~:.~:~::~:~::~~ $3,272.36 12-06 -03 B~I~ING ~CE 2,500.00 772.36 12-16-03 ~CK ~ 0286 14,563.20 15,335.56 12-18-03 ~V SAV~ ~ S~S BD ~ 4'000'00 ~ 12-23-03 ~ ~ 0288 3,500.00 12-23-03~CK ~ER 0287 ~ _ 01-02-04 US ~Y 310 S~ SEC~ 1,123.00 01-02-04 ~S ~ P~SION CK~ 600.36 9,558.92 3.03 01-05-04 ~ST PA~ 1.00 01-05-04 ~ ~R CHECK ~ O~ION 10.00 9,550.95 01-05-04 S~VICE C~GE $9,550.95 ~G ~ ~: :~:::: :::~:~:~:~:~:~::~:~::~:~:~:~:~:::::~:~: :~:~:~:~:~:~:~:~ ~:.~ ~ ~ ~ ~ ~:: ~ ~::~ :::: :::-~ ::::::::::::::::::::::::::::::: :::::::::::::::::::::: ::~:: :::: ::~:. :: :: 286 12-16-03 2,500.00 287 12-23-03 3,500.00 288 12-23-03 4,000.00 ANNUAL PERCENTAGE YIELD EARI~ED = 0.48 % DO YOUR TAXES ONLINE WITH TURBOTAX(R) FOR THE WEB(SM), BROUGHT TO YOU BY M&T! IT'S EASY AND YOU CAN GET YOUR REFUND FASTER. TH~i~E IS NO RISK BECAUSE YOU CAN TRY IT BEFORE YOU BUY IT! VISIT WWW.MANDTBANK.COM/TURBOTAXg. AT M&T, WE'RE CO~4I'i-i'~D TO UNDERSTANDING WHAT'S IMPORTANT TO YOU. ONE OF THE WAYS WE DO THIS IS THROUGH MAIL, TELEPHONE OR INT~i~N~T SURIq~YS REGARDING YOUR SATISFACTION. YOUR INPUT IS CRITICAL AND WE'D APPP~ECIATH YOUR FEEDBACK. IF YOU EVER QUESTION THE L~GITIMACY OF AN M&T SURVEY PLEASE CALL US AT 1-800-724-2440. ~ SGUOO3U U~OA UOd NOZIUOd U;H01 NZV£;U --~ ;NZ1 SZHI 9NOIV NOV OG/NSS ~LNROO H£V3G dO (SO-TO) d-IV X3 O~gT-AqO XVL 33NVLZH3HN! 30 3OI&ON VZNVAIXSNN;d dO HIIV;NNOHNO0 TO~O-~ZTZT Vd '~JflBSIUUYH T09092 'ld30 NOI$IAI(I XVI 33NVlI~JSHNI ""'-'Iv~MONWEALTH OF PENNSYLVANIA · ," DEPAP.TMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG, PA 17128-0601 RECEIVED FROM: HORNBERGER LORETTA 393 SHEELY LANE MECHANICSBURG, PA 17055 PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT NO. REV-1162 EXIt 1-96} CD 003754 ........ fold ESTATE INFORMATION: FILE NUMBER: DECEDENT NAME: DATE OF PAYMENT: POSTMARK DATE: COUNTY: DATE OF DEATH: REMARKs: .... SEAL CHECK//9477 ACN ASSESSMENT CONTROL NUMBER AMOUNT SSN: 184-20-5465 2104-0117 KRAMER BEATRICE 04/02/2004 03/13/2004 CUMBERLAND 01/10/2003 TOTAL AMOUNT PAID: 108071 I $12O. ll I I / I I I I / $120.11 INITIALS: JA RECEIVED BY: GLENDA FARNER STRASBAUGH REGISTER OF WILLS REGISTER OF WILLS 7001 1940 0002 5069 7771 '04 H~R 2t BUREAU OF ZNDZV.rDUAL TAXES ZNHERZTANCE TAX DIVZiZON DEPT. 280601 HARRXSBURG, PA 17128-0601 COHHONWEALTH OF PENNSYLVANIA DEPARTHENT OF REVENUE NOT.rCE OF .rNHER.rTANCE TAX APPRA.rSENENT, ALLOHANCE OR D.rSALLONANCE OF DEDUCT.tONS AND ASSESSHENT OF TAX REV-1547 EX AFP ¢01-o5) FRANK H KELLY KELLY FINANCIAL SVCS ~00 BRIDGE ST STE ~ ~. 7 NEW CUHBERLAND PA I ~ O~- DATE ESTATE OF DATE OF DEATH FILE NUHBER COUNTY ACN 05-17-Z00~ NEIGHBERS 12-ID-ZOOS 21 0~-005~ CUHBERLAND 101 Amoun~ RemA~ad JAHES HAKE CHECK PAYABLE AND REHZT PAYHENT TO: REGISTER OF WILLS CUHBERLAND CO COURT HOUSE CARLISLE, PA 17015 CUT ALONG TH'rS L'rNE ~ RETA'rN LOWER PORT'rON FOR YOUR RECORDS ~ REV-1547 EX AFP (01-03) NOTICE OF INHERITANCE TAX APPRAZSEHENT, ALLOWANCE OR D'rSALLOWANCE OF DEDUCT'tONS AND ASSESSHENT OF TAX ESTATE OF NETGHBERS JAHES F'rLE NO. 21 0~-005~ ACN 101 DATE 05-17-200~ TAX RETURN NAS: (X) ACCEPTED AS FILED ( ) CHANGED RESERVATTON CONCERNING FUTURE INTEREST - SEE REVERSE APPRA/SED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. Real Es*a~a (Schedule A) (1) 2. S*ocks and Bonds (Schedule B) (2) 3. Closely Held S~ock/Par~nershAp In,eras* (Schedule C) ($) ~. Not,gages/No,es RaceAvable (Schedule D) (~) 5. Cash/Bank DeposA~s/MAsc. Personal Proper~y (Schedule E) (S) 6. JoAn~ly Owned Propar~y (Schedule F) (6) 7. Transfers (Schedule G) (7) 8. To,al Assa~s APPROVED DEDUCTIONS AND EXEHPTZONS: 9. Funeral Expanses/Ada. Cos~s/HAsc. Expanses (Schedule H) (9) 10. Deb~s/Hor~gage LAabAIA~Aas/LAens (Schedule .r) (10) 11. To,al Deduc~Aons 12. Ne* Value of Tax Re~urn 15. 1~. CharA~abla/Governeen~al Bequests; Non-elected 9115 Trusts (Schedule J) Na~ Value of Es~a~e Subjac~ ~o Tax 175~080.00 .00 7~2Z0.00 5~ZOq. O0 .00 .00 NOTE: To Ansure proper credA~ ~o your account, submA~ ~he upper por~Aon .00 of ~hAs fore wASh your ~ax payean*. (8) 9,15~.00 .0O NOTE: 256,50~.00 (11) 9.1~. oo (12) 227,571. O0 (15) . O0 (1~) 227 ,:571. O0 Zf an assessment was issued previously, lines 14, 15 and/or 16, 17, reflect figures that include the total of ALL returns assessed to date. ASSESSHENT OF TAX: 15. Aeoun~c of LAne lq a~ Spousal ra~e 16. Aeoun~ of Line lfi ~axable a~ LAneal/Class A ra~e 17. Aeoun* of LAne 1~ a~ SAblAng ra~a 18. Aeoun~ of LAne 1~ ~axabla a~ Colla:~aral/Cless B ra~a 19. PrAncA.}al Tax Due TAX CRED/TS ~PAYHENT RECEIPT DISCOUNT (+) DATE NUHBER .rNTEREST/PEN PA/D (-) 0:5-2~-200~ CD00:5717 511 · 58 18 and 19 ~ill .rF PA.rD AFTER DATE .rND.rCATED, SEE REVERSE FOR CALCULAT.rON OF ADD.rT.rONAL .rNTEREST. (15), .00 X O0 = .00 (16) 227,:571.00 X Oq. 5= 10,2:52.00 (17). .00 X 12 = .00 (18) . O0 x 15 = .00 (1~)= 10,2:52.00 AHOUNT PAZD 9,720.00 TOTAL TAX CREDIT BALANCE OF TAX DUE ZNTEREST AND PEN. TOTAL DUE 10,2:51.58 .~Z .00 .42 ( XF TOTAL DUE 'rs LESS THAN $1, NO PAYHENT TS REI)UXRED. XF TOTAL DUE 'rs REFLECTED AS A "CRED.rT" (CR)., YOU HAY BE DUE A REFUND. SEE REVERSE SXDE OF THXS FORH FOR 'rNSTRUCTXONS. ) RESERVATION: PURPOSE OF NOTICE: PAYHENT: REFUND (CA): OBJECTIONS: ADNIN- ISTRATIVE CORRECTIONS: DISCOUNT: PENALTY: INTEREST: Estates of decedents dying on or before December 12, 19BI -- if any future interest in the estate is transferred in possession or enjoyment to Class B (collateral) beneficiaries of the decedent after the expiration of any estate far life or for years, the CoeeoneeaZth hereby expressly reserves the right to appraise and assess transfer Inheritance Taxes at the lawful Class 8 (collateral) rate an any such future interest. To fulfill the requirements of Section Zl~O of the Inheritance and Estate Tax Act) Act Z5 of ZOO0. (7Z P.S. Section 91~0). Detach the top portion of this Notice and submit aith your payment to the Register of Hills printed on the reverse side. --Make check or money order payable to: REGISTER OF HILLS; AGENT A refund of a tax credit, which was not requested on the Tax Return, may be requested by completing an "Application for Refund of Pennsylvania Inheritance and Estate Tax" (REV-131$). Applications are available at the Office of the Register of Hills) any of the Z5 Revenue District Offices) or by calling the special Z~-hour answering service for forms ordering: 1-800-362-2050; services for taxpayers with special hearing and / or speaking needs: 1-800-qqT-3OgO (TT only). Any party in interest not satisfied with the appraisement, alloaance, or disalloaanca of deductions, or assessment of tax (including discount or interest) as shown on this Notice suet object within sixty (60) days of receipt of this Notice by: --written protest to the PA Department of Revenue, Board of Appeals, Dept. Z81021) Harrisburg, PA 17IlS-lOll, OR --election to have the matter determined at audit of the account of the personal representative, OR --appeal to the Orphans' Court. Factual errors discovered on this assessment should be addressed in writing to: PA Department of Revenue) Bureau of Individual Taxes, ATTN: Post Assessment Review Unit, Dept. Z80601) Harrisburg, PA 171Z8-0601 Phone (717) 787-630S. Sea page S of the booklet "Instructions for Inheritance Tax Return for a Resident Decedent" (REV-1SOl) for an explanation of administratively correctable errors. If any tax due is paid within three (3) calendar months after the decedant's death) a five percent (5X) discount of the tax paid is allowed. The 1SI tax amnesty non-participation penalty is computed on the total of the tax and interest assessed, and not paid before January 18, 1996, the first day after the end of the tax amnesty period. This non-participation penalty is appealable in the same manner and in the the same time period as you would appeal the tax and interest that has been assessed as indicated on this notice. Interest is charged beginning with first day of delinquency, or nine (9) months and one (l) day from the date of death, to the data of payment. Taxes mhich became delinquent before January l) 19BI bear interest at the rate of six (6Z) percent par annum calculated at a daily rate of .00016~. AIl taxes which bacaaa delinquent on and after January l, 198Z will bear interest at a rate which will vary from calendar year to calendar year aith that rate announced by the PA Department of Revenue. The applicable interest rates for 198Z through ZOOq are: Interest Daily Interest Daily Year Rate Factor Year Rate Factor Year ~ lOX .O005qB 1988-1991 llX .000S01 ~ 1983 16Z .000~38 1992 9Z .0002q7 ZOOZ 198¢ llZ .000301 1993-199~ 77. .000192 2003 198S 13Z .000356 1995-1998 9Z .O00Z~7 ZOOq 1986 IOZ . O00Z7q 1999 7Z . OOD19Z 1987 IOZ .OOOZ7~ ZOO0 7Z .00019Z --Interest is calculated as folloas: INTEREST = BALANCE OF TAX UNPATD X NUNBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR Interest Daily Rate Factor 9Z .OOOZq7 6Z .O0016q SZ .000137 qZ .000110 --Any Notice issued after the tax becomas delinquent will reflect an lnterest calculation to fifteen (15) days beyond the date of the assessment. If payment is made after the interest computation date shown on the Notice, additional interest must be calculated. Cumberland County - Register Of Wills One Courthouse Square Carlisle, PA 17013 Phone: (717) 240-6345 Date: 11/15/2005 NEIGHBERS BRUCE J 17 WILLIAM PENN DRIVE CHAMBERSBURG, PA 17201 RE: Estate of NEIGHBERS JAMES File Number: 2004-00034 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. 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 is due by: 12/29/2005 Your prompt attention to this matter will be appreciated. Thank You. Sincerely, 6~~ REGISTER OF WILLS cc: File Counsel Judge Register of Wills of Cumberland County STATUS REPORT UNDER RULE 6.12 Name of Decedent: ::;;;.~) N'& i 1 ~y -$ Date of Death: I ~ /2 CJ } ~ 5 Estate No.: 2-d'O<-l',.--- D()l) ~ '-I 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. Statel~ether administration of the estate is complete: Yes r- No 0 2. If the answer is No, state when the personal representative reasonably believes that the administration will be complete: 3. If the answer to No. I is Yes, state the following: a. Did the personal representative file a final account with the Court? Yes 0 No 0 b. The sep~rate Orph~ns' c]Lrt No. (if any) for the personal representative's account IS: AJ L_ . c. Did the perso~epresentative state an account informally to the parties in interest? Yes ~ No 0 c. Copies of receipts, releases, joinders and approval of fOffi1al or informal accounts may be filed with the Clerk of the Orphans' Court and may be attached to this report. Date:~ \.:,.J . I ;". ,.. /.<....:'<"1.)1\ 'IJ;' \.__'\"'} '~!\'J 1""""_,,,...1,/", Iv I' d,r .', r f' 'L, \ JUO J.d11U0 ::i, 'rvnOCi ::lD >~8T18 5 S : 11 WV 8 I AON SDOl Capacity: ~~M~~' Dr - J3 r~c ~ ...~ ~ N.aA~Cf.lJ.e....J Name Li (lLIl'~ ~~~r;(rC ~~~ bu..r,' f=i? 112.0 / III - '2-",~ - () 0 ~2,...~ Telephone No. ~:presentative o Counsel for personal representative v:t: