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Home My WebLink About04-0300 PETITION FOR PROBATE and GRANT OF LETTERS Estate of Josephine M. Kalina No. also known as To: Register of Wills for the · Deceased. County of Cumberland in the Social Security No. 195-10-9213 Commonwealth of Pennsylvania The petition of the undersigned respectfully represents that: Your petitioner(~:), who is/a~ 18 years of age or older an the executrix named in the last wilt of the above decedent, dated February 21 ,19 92 and codicil(s) dated Nono_ (state relevant circumstances, e.g. renunciation, death of executor, etc.) Dece~dent was domiciled at death in Cta'nberland County, Pennsylvania, with h er last family or principal residence at 11 South Chestnut Strut, Borough of Mechanicsburg: Pennsylvani~ (list street, number and muncipality) Decendent, then 86 years of age, died March 21 .,--~= 2004, at Health South Rehab, 175 Lancaster Blvd, Mechanicsburq, PA Except as follows, decedent did not marry, was not divorced and did not have a child born or adopted after execution of the will offered for probate; was not the victim of a killing and was never adjudicated incompetent: None Dece~dent at death owned property with estimated values as follows: (If domiciled in Pa.) All personal property $ Undetermined (If not domiciled in Pa.) Personal property in Pennsylvania $ (If not domiciled in Pa.) Personal property in County $ Value of real estate in Pennsylvania $ Undetermined situated as follows: 11 South Chestnut Street, M~chanicsburq, PA 17055 WHEREFORE, petitioner(s) respectfully request(s) the probate of the last will and codicil(s) presented herewith and the grant of letters Testamentary theron. (testamentary; admini~ration c.t.a.; administration d.b.n.c.t.a.) .~ NOW: ,~--/4,4 fl/f= ~ ~ SteP~ie ~ie ~li~ ~ O ~:~ N~: Steph~ie ~ie ~li~-Metzg~ ~ 200 ~wis S~t ~ H~risb~. P~7110 OATH OF PERSONAL REPRESENTATIVE COMMONWEALTH OF PENNSYLVANIA ss ..... COUNTY OF ~_~r.~_~ :.:~ The petitioner(~ above-named swear(s) or affirm(s) that the statements in the foregoing petition are true and correct to the best of the knowledge and belief of petitioner(a) and that as personal represen- tative(.) of the above decedent petitioner(~ will well and tr~ly~inister ~e ~ta~, according to law. Sworn to or affirmed and subscribed c~w: bef~e me this ~ day of [ 8ko~h~n~ ~ria g~lJn~ --/Dr~ ~ ~ 2004 / Now:~Steph~ie ~ie ~!i~-~g~ No. ~/-~i ~/~ Estate of Josephine M. Kalina , Deceased DECREE OF PROBATE AND GRANT OF LETTERS AND NOW ~ (-/ ~ /)~6L~cd{ \ =~9 2004, in consideration of the petition on the reverse side hereof, satisfactory proof having been presented before me, IT IS DECREED that the instrument(~) dated F~o~ 2~ ~ ~ 992 described therein be admitted to probate and filed of record as the last will of 3oseph~ne ~li~ ; and Letters are herebygrantedto Step~ie ~ie ~a] i~, now Steph~ie ~ie Kali~-Metzq~ Register of-WillsCO'l~-'~ Probate, Letters, Etc .......... $ ~.~0 5-. Oz~ William L. S 06354 Short Certificates( ) $ [ ~'' OO ATTORNEY (Sup. Ct. I.D. No.) .......... 39 West Main Street ............... ~ O o Mechanicsburg, Pa 17055-6230 $ ADDRESS ' TOTAL__ $ '~'°° (717) 766-9622 Filed ... ~.~. J..7.~[./..0.7 ..................... PHONE REGISTER OF WILLS OF ct~m~ COUNTY OATH OF SUBSCRIBING WITNESS Charlyn Y. G'uerr3.ero and Wxlliam L. Sunday (each) a subscribing witness to the will presented herewith, (each) be, ng duly qualified according to law, depose(s) and say(s) that we were present and saw Josephxne M. Kal~na the testat, sign the same and that each of us signed as a witness at the request of testatr3-x in her presence and (in the presence of each other) (:m--~-I~ meSW°rn to or affirmed and subscribCdthis ~'~ ~ daybef°reof ~'~ Charl~J~y/ -(Name) G'uertlero March 4~2004 295 OreVl~3nk Road. Dlll$~)ur~. PA ~7019 .,.,,,,,,,o~.. /cd /~ ,~ .~- (/~ddress) M~nruch, Notanj Pubh¢ W3.111am L. - ~'.-Mecha~csburg Bom, Cumbeaand Cour~ I'-tM~'c~mnrssl°qExprcSDec9'200~ 39 West Mazn Street, Mechanicsbrrvq, PA 17055-6230 REGISTER OF WILLS OF ~O~UNI~ OATH OF NON-SUBSCRIBING WITNESS~ C) (each) a subscriber hereto, (each) being duly qualified according to law, depose(s) and say(s) that familiar with the signature of codicil testat.__ of (one of the subscribing witnesses to) the will presented herewith and codicil that believes the signature on thc will is in the handwriting of to the best of knowledge and belief Sworn to or affirmed and subscribed before mc this day of (Name) 19 (Address) Register (Name) (Address) his xs to certify that the informauon here given is correctly copied from an original ceruficate of death duly filed with me as Local Registrar The original certificate will be forwarded to the State %tal Records Office for permanent filing WARNING: It ~s illegal to duplicate this copy by photostat or photograph. Local Registrar P 10040004 No ' dat~ -- g.l~ o q-3oo CERTIFICATE OF DEATH ,~ephanle Kallna-Metzger L~ 200 lewis Street Harnsbur~ P~ 1711~ LAST WILL AN~ TESTAMENT I, JOSEPHINE M. KALINA, widow, of the Borough of Mechanlcsburg, County of Cumberland and State of Pennsylvania, being of sound mind, memory and understanding, do make, publish and declare this to be my Last Will and Testament, hereby revoking and making void all former w~lls, codicils and other testamentary dispositions by me at any time heretofore made. 1. I d~rect my executrix, hereinafter named, to pay as soon as practicable after my decease all my 3ust debts and the expenses of my last ~llness and bur~al. 2. I g~ve, devise and bequeath all the rest, residue and remainder of my estate, whatsoever and wheresoever situate, unto my granddaughters, Stephanle Marie Kallna and Jos~_~lne Dor~s Kal~na, equally, share and share alike, v ~ Should either of my sa~d granddaughters preaecease me~ w~thout leaving zssue to survzve me, then and an ~t e~ent,~ g~ve, devise and bequeath the share of my estate to which such deceased granddaughter would have been entitled had she survived me unto my surviving granddaughter. 4. I appoint my daughter-in-law, Doris Kal~na, guardian of any property which passes, e~ther under this Will or otherwise, to a minor and with respect to which I am authorized to appoint a guardian and have not otherwise specifically done so. Such guardian shall have the power to use principal as well as income from time to time for the minor's education, (including post high school education) support and welfare, or to make payment for these purposes, without further responsibility, to the minor, to the minor's parent or to any person taking care of the minor. 5. I nominate, constitute and appoint my granddaughter, Stephan~e Marie Kallna, executrix of this my Last W~ll and Testament. Should my said granddaughter fall to qualify or cease to act as executrix, I hereby appoint Mellon Bank, executor of this my Last Will. IN WITNESS WHEREOF, I, JOSEPHINE M. KALINA, the Testatrix, have hereunto set my hand and seal to this my Last Will and Testament this ~ ! ~ 7-day of .~x~.~.~.^~.~.~ , 1992. © .~ ~ Josephine M. Kal~na Signed, sealed, published and declared by the above named Josephine M. Kallna as and for her Last Will and Testament in the presence of us, who, at her request and in her presence and in the presence of each other, have hereunto subscribed our names as witnesses thereto. CERTIFICATION OF NOTICE UNDER RULE 5.6(a~ ~" .... ~ Name of Decedent: ,Ic~-~ph~ne M. Kal ina ~(~~~ Date of Death: M_~rch 21, 2004 Will No. 21-04-0300 ~ Admin. No. To the Register: I certify that notice of (beneficial interest) ~state administration required by Rule 5.6(a) of the Orphans' Court Rules was served on or mailed to tile following beneficiaries of tile above-captioned estate on April 15, 2004 : Name Address Stephanie Marie Kalina 200 Lewis Street Now: Stephanie Marie Kalina-Metzger Harrisburg, PA 17110 4850 Old Boston Road Josephine Doris Kalina Pittsbu~-qh, PA 15227 Doris Kalina 4850 Old Boston Road Now; Doris Ka] ina McGoniqle Pittsburgh, PA 15227 Paul Daniels, Esq. 2128 East Carson Street Attorney for Doris Kal ina McGonigle Pittsbux-qh, PA 15203 Notice has now been given to all persons entitled thereto under Rule 5.6(a) except None Date: April 15, 2004 Name William L. Sunday Address 39 West Main Street Mechanicsburg, PA 17055-6230 ." .... Telephone (713 766-9622 · -"~" 6~, [4~"J ~' Capacity: ti~r'-a~tmat:it~:~r~ut:i~ x Counsel for personal representative IMPORTANT NOTICE NOTICE OF ESTATE ADMINISTRATION THIS NOTICE DOES NOT MEAN THAT YOU WILL RECEIVE ANY MONEY OR PROPERTY FROM THIS ESTATE OR OTHERWISE. Whether you will receive any money or property will be deter- mined wholly or partly by the decedent's will. If the decedent died without a will, whether you will receive any money or prop- erty will be determined by the intestacy laws of Pennsylvania. BEFORE THE REGISTER OF WILLS, COUNTY OF CUMBERLAND, CARLISLE, PA In re Estate of Josephine M. Kalina , deceased, Estate No. (Name and Address~1-04-0300 2004-00300 TO: Stephanie Marie Kalina-Metzger 200 Lewis Street Harrisburg, Pa 17110 Please take notice of the death of decedent and the grant of letters to the personal representative(s) named below. The Decedent Josephine M. Kalina , died on the 21st day of March , 2004 , at ~land County, Pennsylvania. The Decedent died testate (with a Will); or The personal representative of the Decedent is (name, address and telephone number). Stephanie Marie Kalina (717) 233'-2426 now: Stephanie Marie Kalina-Metzger 200 Lewis Street Harrisburg, PA 1 711 0 If. the Decedent died testate, the will has been filed with the Office of the Register of Wills of Cumberland County, 1 Courthouse Square, Carlisle, Pa. 17013. Phone No. 717-240-6345 A copy of the Will .~Fg~'. '.~ ,~my ~:~yln~i~. ~:byL,~n~a~[~ .-p,,~gt~t~leW~a~~=~~a~; lS a~acn~ n~eEo. Date: ~ril 15, 2004 Signature: ~~ ~~/ Name (print) Willi~ L. S~ Address 39 West ~in S~t Mec~csb~g, PA 17055-6230 Telephone (717~ 766-9622 Capacity: Iz~, o ~..-n~ ~[~1~ m-~ Counsel for personal representative cc: Paul Daniels, Esq. 2128 East Carson Street Pittsburgh, PA 15203 ,. IMPORTANT NOTICE NOTICE OF ESTATE ADMINISTRATION THIS NOTICE DOES NOT MEAN THAT YOU WILL RECEIVE ANY MONEY OR PROPERTY FROM THIS ESTATE OR OTHERWISE. Whether you will receive any money or property will be deter- mined wholly or partly by the decedent's will. If the decedent died without a will, whether you will receive any money or prop- erty will be determined by the intestacy laws of Pennsylvania. BEFORE THE REGISTER OF WILLS, COUNTY OF CUMBERLAND, CARLISLE, PA In re Estate of Josephine M. Kalina , deceased, Estate No. (Name and Address~'1'~ 2004-00300 TO: Josephine Doris Kalina 4850 Old Boston Road Pittsburgh, PA 15227 Please take notice of the death of decedent and the grant of letters to the personal representative(s) named below. The Decedent Josephine M. Kalina , died on the 21 st day of March 2004 , at Cumberland , County, Pennsylvania. The Decedent died testate (with a Will); or The personal representative of the Decedent is (name, address and telephone number). Stephanie Marie Kalina (717) 233-2426 now: Stephanie Marie Kalina-Metzger 200 Lewis Street Harrisburg, PA 17110 If the Decedent died testate, the will has been filed with the Office of the Register of Wills of Cumberland County,'l · Courth~ouse Square, Carligle, Pa. 17013. Phone No. 717-240-6345 A copy of the Will is attached hereto. Date: April 15, 2004 Signature: Name (print) William L. Sunda/ Address 39 West Main Street Mechanicsburg, PA 17055-6230 Telephone (71 7) 766-9622 Capacity: l~?J~ o ~..-n~xt~ ~te~ mg~ Counsel for personal representative cc: Paul Daniels, Esq. 2128 East Carson Street Pittsburgh, PA 15203 IMPORTANT NOTICE .-- NOTICE OF ESTATE ADMINISTRATION THIS NOTICE DOES NOT MEAN THAT YOU WILL RECEIVE ANY MONEY OR PROPERTY FROM THIS ESTATE OR OTHERWISE. Whether you will receive any money or property will be deter- mined wholly or partly by the decedent's will. If the decedent died without a will, whether you will receive any money or prop- erty will be determined by the intestacy laws of Pennsylvania. BEFORE THE REGISTER OF WILLS, COUNTY OF CUMBERLAND, CARLISLE, PA In re Estate of Josephine M. Kalina , deceased, Estate No. (Name and Address~1'~ 2O04-003O0 TO: Doris Kalina McGonigle 4850 Old Boston Road Pittsburgh, PA 15227 Please take notice of the death of decedent and the grant of letters to the personal representative(s) named below. The Decedent Josephine M. Kalina , died on the 21 st day of March 2004 , at Cumberland , County, Pennsylvania. The Decedent died testate (with a Will); or The personal representative of the Decedent is (name, address and telephone number). Stephanie Marie Kalina (717) 233-2426 now: Stephanie Marie Kalina-Metzger 200 Lewis Street Harrisburg, PA 17110 lf,0~e Decedent died testate, the will has been filed with the Office of the Register of Wills of Cumberland County, 1 ~ourt'house Square, Carlisle, Pa. 17013. Phone No. 717-240-6345 lsacEacneo nereEo-- April 15, 2004 Signature: ~~ ~.~lln~v~~ Date: Name (print) William ~. S Address 39 West Main Street Mechanicsburg, PA 17055-6230 Telephone (71 7) 766-9622 Capacity: Counsel for personal representative cc: Paul Daniels, Esq. 2128 East Carson Street Pittsburgh, PA 15203 ' '- IMPORTANT NOTICE NOTICE OF ESTATE ADMINISTRATION THIS NOTICE DOES NOT MEAN THAT YOU WILL RECEIVE ANY MONEY OR PROPERTY FROM THIS ESTATE OR OTHERWISE. Whether you will receive any money or property will be deter- mined wholly or partly by the decedent's will. If the decedent died without a will, whether you will receive any money or prop- erty will be determined by the intestacy laws of Pennsylvania. BEFORE THE REGISTER OF WILLS, COUNTY OF CUMBERLAND, CARLISLE, PA In re Estate of Josephine M. Kalina , deceased, Estate No. (Name and Address~1'~ 2004-00300 TO: Paul Daniels, Esquire 21 28 East Carson Street Pittsburg, PA 15203 Please take notice of the death of decedent and the grant of letters to the personal representative(s) named below. The Decedent Josephine M. Kalina , died on the 21 st day of March 2004 , at Cumberland , County, Pennsylvania. The Decedent died testate (with a Will); or The personal representative of the Decedent is (name, address and telephone number). Stephanie Marie Kalina (717) 233-2426 now: Stephanie Marie Kalina-Metzger 200 Lewis Street Harrisburg, PA 1711 0 If tile Decedent died testate, the will has been filed with the Office of the Register of Wills of Cumberland County, 1 Courthouse Square, Carlisle, Pa. 17013. Phone No. 717-240-6345 A copy of the Will is attached hereto. Date: April 15, 2004 Signature: Name (print) William L.. Sunday' Address 39 West Main Street Mechanicsburg, PA 17055-6230 Telephone (717) 766-9622 Capacity: Counsel for personal representative cc: Paul Daniels, Esq. 2128 East Carson Street Pittsburgh, PA 15203 COMMONWEALTH OF PENNSYLVANIA REV-1162 EX(11-96) DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG, PA 17128-0601 PENNSYLVANIA RECEIVED FROM: INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT NO. CD 004054 KALINA STEPHANIE MARIE NKA 200 LEWIS STREET HARRISBURG, PA 17110 ACN ASSESSMENT AMOUNT CONTROL NUMBER ........ fold .................. 101 $13,124.25 ESTATE INFORMATION: SSN: 195-10-9213 FILE NUMBER: 2104-0300 DECEDENT NAME: KALINA JOSEPHINE M DATE OF PAYMENT: 06/1 6/2004 POSTMARK DATE: 06/1 6/2004 COUNTY: CUMBERLAND DATE OF DEATH: 03/21/2004 TOTAL AMOUNT PAID: $13,124.25 REMARKS: STEPHANIE M KALINA METZGER CHECK# 108 INITIALS: VZ SEAL RECEIVED BY: GLENDA FARNER STRASBAUGH REGISTER OF WILLS REGISTER OF WILLS REV-1500 COMMONWEALTH OF REV'1500 PENNSYLVANIA DEPARTMENT OF REVENUE DEPT. 280601 INHERITANCE TAX RETURN HARRISBURG, PA 17128-0601 RESIDENT DECEDENT cou. oooE DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL) SOCIAL SECURITY NUMBER Z Kal. loB, Josephine Fl. 1 95 - 1 0 - 9213 U.I DATE OF DEATH (MM-Db-YEAR) DATE OF BIRTH (MM-Db-YEAR) ~ THIS RETURN MUST BE FILED IN DUPLICATE WITH THE U.I Nat-ch 21 2004 Nay 19, 1917 REGISTER OF WILLS iii (IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL) SOCIAL SECURITY NUMBER ,,, [~]1. Original Retum [~ 2. Supplemental Return [] 3. Remainder Return (date of death prior to U-13-~2) ~~'~ -~ ~] 4. Limited Estate [] 4a. Future Interest Compromise (date o~eath a~ter ~2-~2-82) [~ 6. Federal Estate lax Return Required ~ ~ ~ ~ 6. Decedent Died Testate (Attach copy of Wi,,) [--'] 7. Decedent Maintained a Living Trust (Attach copy of Trust) ~ 8. Total Number of Safe Deposit Boxes < [~ 9. Litigation Proceeds Received E~ 10. Spousal Poverty Credit Ida,e of death between 12-3~-9~ and ~-~-95) Z "' NAME COMPLETE MAILING ADDRESS z William L, Sunday o ~ FIRM NAME(IfA~pli~ble) 39 West Main Street uJ ~ Mechanicsburg, PA 17055-6230 ~ TELEPHONE NUMBER o u (717) 766-9622 1. Real Estate (Schedule A) (1) $95000.00 OFFICIAJ~.~rlSE ONLY 2. Stocks and Bonds (Schedule B) (2) 132054.62 3. Closely Held Corporation, Partnership or Sole-Proprietorship (3) 4. Mortgages & Notes Receivable (Schedule D) (4) 5. Cash, Bank Deposits & Miscellaneous Personal Property (5) 107644.24 (Schedule E) 6. Jointly Owned Property (Schedule F) (6) --.t ~ ~:'.~ rtl E~ Separate Billing Requested ~ 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (7) I== (Schedule G or L) ~ 8. Total Gross Assets (total Lines 1-7) (8) 334698.86 LU 9. Funeral Expenses & Administrative Costs (Schedule H) (9) 32058.47 10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) (10) 977.80 11. Total Deductions (total Lines 9 & 10) (11) 33036.27 12. Net Value of Estate (Line 8 minus Line 11) (12) 301662.59 13. Charitable and Governmental Bequests/Sec 9113 Trusts for which an election to tax has not been (13) 0 made (Schedule J) 14. Net Value Subject to Tax (Line 12 minus Line 13) (14) 301 662.59 SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES 15. Amount of Line 14 taxable at the spousal tax rate. or transfers under Sec. 9116 (a)(1.2) x .0 (15) 16. Amount of 301 662.59 4~ 1 3574 ~2 Line 14 taxable at linea~ rate X (16) 17. Amount of Line 14 taxable at x .12 sibling rate (17) g 18. Amount of Line 14 taxable at collateral rate __ __ x .15 (18) X 19 Tax Due (19 13574.82 Decedent's Complete Address: STREET ADDRESS 11 South Chestnut Street CITY STATE ZIP Mecha~icsburq I :PA I 17055 Tax Payments and Credits: 1. Tax Due (Page 1 Line 19) (1) 1 3574.82 2. Credits/Payments A. Spousal Poverty Credit B. Prior Payments 1 31 24.25 C. Discount 690 · 7,5 Total Credits (A + B + C ) (2) 1 381 5.00 3. Interest/Penalty if applicable D. Interest 0 E. Penalty 0 Total Interest/Penalty ( D + E ) (3) 0 4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT. Check box on Page 1 Line 20 to request a refund (4) 240,1 8 5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5) A. Enter the interest on the tax due. (5A) B. Enter the total of Line 5 + SA. This is the BALANCE DUE. (SB) Make Check Payable to: REGISTER OF WILLS, AGENT ~ .... _,;z~f,/~., - -- · ~ ~ PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS 1. Did decedent make a transfer and: Yes No a. retain the use or income of the property transferred; .......................................................................................... [] [] b. retain the dght to designate who shall use the property transferred or its income; ............................................ [] [] c. retain a reversionary interest; or .......................................................................................................................... [] [] d. receive the promise for life of either payments, benefits or care? ...................................................................... [] [] 2. If death occurred after December 12, 1982, did decedent transfer property within one year of death without receiving adequate consideration? .............................................................................................................. [] [] 3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death? .............. [] [] 4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which contains a beneficiary designation? ........................................................................................................................ [] [] IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN. Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct and complete. Declaration of preparer other than the personal representative is based on all informatio~of which preparer has any knowledge. SIGNATURE OF PERSON RESPONSIBLE FOR FLUNG RETURN~ /[...---~.. 2,).~1.. ~) ~,~.~ DATE Stephanie Marie Kalina-Metzge~r ~'' ~' ~'~'- December 11, 2004 ADDRESS 200 Lewis Street, H~l-risburq, PA 17110 SIGNATURE OF PREPARER OT./~R THAN REPRESENTATIVE DATE ~"~ ,-~"~ December 11, 2004 ADDRESS .,/ 39 West Main Streett Mechanicsburq, PA ,1,7055-6230 For dates of death on or after July 1, 1994 and before January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 3% [72 P.S. {}9116 (a) (1.1) (i)]. For dates of death on or after January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 0% [72 P.S. §9116 (a) (1.1) (ii)]. The statute does not exemot a transfer to a surviving spouse from tax, and the statutory requirements for disclosure of assets and filing a tax return are still applicable even if the surviving spouse is the only beneficiary. For dates of death on or after July 1, 2000: The tax rate imposed on the net value of transfers from a deceased child twenty-one years of age or younger at death to or for the use of a natural parent, an adoptive parent, or a stepparent of the child is 0% [72 P.S. §9116(a)(1.2)]. The tax rate imposed on the net value of transfers to or for the use of the decedent's lineal beneficiaries is 4.5%, except as noted in 72 P.S. §9116(1.2) [72 P.S. §9116(a)(1)]. The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is 12% [72 P.S. §9116(a)(1.3)]. 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. ~ SCHEDULE A COM~ONWE^'TH OF ,ENNSYLVAN,^ REAL ESTATE RESIDENT DECEDENT ESTATE OF FILE NUMBER Josephine M. Kalina 21-04-0300 (Property jointly-owned with Right of Survivorship must be disclosed on Schedule F) All real estate should be reported at fair market value which is defined as the price at which property would be exchanged between a willing buyer and a willing seller, neither being compelled to buy or sell, both having reasonable knowledge of the relevant facts. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1. Ail that certain house and lot of ground situate in the Borough of Mechanicsburg, County of Cumberland and State of Pennsylvania known and numbered as 11 South Chestnut Street, bounded and described, as follows: BEGINNING at a point on the eastern curb line of South Chestnut Street at the intersection of the southern line of a 1 5-foot alley; thence in an easterly direction along the southern line of said fifteen-foot alley one hundred forty-two (142) feet, more or less, to a point at the intersection of the western line of another 1 5-foot alley; thence in a southerly direction along the western line of the last mentioned 15-foot alley, fifty-eight (58) feet, more or less, to a point at lands now or late of Adam Miller; thence in a westerly direction along lands now or late of Adam Miller one hundred forty-two (142) feet, more or less, to a point on the eastern curb line of South Chestnut Street; thence in a northerly direction by said curb line sixty and eight-tenths (60.8) feet to a point, the place of BEGINNING. Tax Parcel No. 17-23-0565-270 Appraised Value $57000.00 Assessed Value for 2004 $61700.00 Re-assessedValue as of 5/10/04 for 2005 $79700.00 Value @ Sale Price 10/14/04 $95000.00 TOTAL (Also enter on line 1, Recapitulation) S 95000.00 (If more space is needed, insert additional sheets of same size.) REV-154)3EX*(I-9~} · ~. · . ' SCHEDULE B COMMONWEALTH OF PENNSYLVANIA STOCKS & BONDS INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER Josephine M. Kalina 21-04-0300 All property jointly-owned wiffi right of survivorship must be disclosed on Schedule F. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1. 1. 1044 shs The Allstate Corporation, common, @ $ 44.535 $ 46494.54 Dividend paid 4/1/04 to Holders of Record on 2/27/04 292.32 2. 564 shs Sears, Roebuck and Co., common, ~ $ 44.405 24480.42 Dividend paid 4/1/04 to Holders of Record on 2/27/04 129.72 3. 880 shs Morgan Stanley Dean Witter & Co., common, ~ $ 58.985 51906.80 Dividend paid 4/30/04 to Holders of Record 4/9/04 Not Taxable 4. (36) $50 Series E U. S. Savings Bonds Date ,Number of Issued Bonds Number 06/1977 1 L2084211860E 243.22 09/1977 1 L2093919827E 243.18 01/1978 1 L1065555321E 219.26 02/1978 1 L2118860905E 219.26 03/1978 1 L2118863552E 189.88 07/1978 1 L2127792489E 179.02 09/1978 1 L2134473523E 179.02 10/1978 1 L2134478326E 175.50 12/1978 2 L2150863709E 177.64 L2150874149E 177.64 01/1979 1 L2152178268E 177.66 02/1979 2 L215219494E 177.66 L2152187072E 177.66 03/1979 1 L2163586081E 177.66 04/1979 2 L2163600785E 174.18 L2163593750E 174.18 05/1979 1 L2167934557E 175.86 06/1979 2 L2167950634E 176.28 L2167943640E 176.28 07/1979 1 L2175705549E 176.28 08/1979 2 L2127794929E 176.28 L2185304025E 176.28 09/1979 2 L2181466666E 176.28 L2175693676E 176.28 10/1979 1 L2175709415E 172.82 Carried Forward 25 Carried Forward TOTAL (Also enter on line 2, Recapitulation) $ 127949.06 (If more space is needed, insert additional sheets of the same size) · ' SCHEDULE B COMMONW LT. OF PE.NSYLV^NI^ STOC KS & BON DS INHERITANCE 1AX RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER Josephine M. Kalina 21-04-0.300 All property jointly.owned with right of survivorship must be disclosed on Schedule F. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1. Brought Forward 127949.06 4. (36) $50 Series E U.S. Savings Bonds (continued) (cont.) Date Number of Issued Bonds Numbers Brought Forward 25 11/1979 2 L2181473294E 174.44 L2185299521E 174.44 12/1979 1 L2190988664E 174.44 01/1980 2 L2201743020E 174.44 L2201739401E 174.44 02/1980 1 L2204575684E 174.44 03/1980 2 L2205699491E 174.44 L2204583970E 174.44 04/1980. 1 L2205948989E 171.02 05/1980 2 L2205954382E 172.76 L220595856 IE- 172.76 Total E Bonds 36 5. (18) $50 Series EE Bonds 06/1980 2 L8205227EE 129.40 L8192998EE 129.40 07/1980 2 L8203023EE 129.40 L8215542EE 129.40 08/1980 2 L8219752EE 129.40 L26900157EE 129.40 09/1980 2 L26905494EE 129.40 L26895568EE 129.40 10/1980 2 L26917152EE 126.88 L26910968EE 126.88 11/1980 3 L41431249EE 116.28 L41418338EE 116.28 L30270639EE 116.28 Camed Forward 13 Carried Forward 131498.92 TOTAL (Also enter on line 2, Recapitulation) $ (If mom space is needed, insert additional sheets of the same size) REV-ff~3 EX* (1-97) ~.~b..~. ,' SCHEDULE B COMMO"WEALTH OF PENNSYLVANIA STOC KS & BONDS INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER Josephine M. Kalina 21-04-0300 All property jointly-owned with right of suwivorship must be disclosed on Schedule F. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1. Brought Forward 131498.92 5. (18) $50 Series EE Bonds (continued) (cont.) Date Number of Issued Bonds Number Brought Forward 13 12/1980 2 L41421986EE 116.28 L41426368EE 116.28 08/1981 1 L40104225EE 109.14 10/1981 1 L63788833EE 107.00 01/1982 1 L75385121EE 107.00 · Total EE Bonds 18 TOTAL (Also enter on line 2, Recapitulation) $ 132054.62 (If more space is needed, insert additional sheets of the same size) REV.1508 ~ * (1-97~- , ~ ~1~ ..~ . SCHEDULE E COMMONWEALTH OFPENNSYLVANIA CASH, BANK DEPOSITS, & MISC. INHERITANCE TAX RETURN RESIDENT DECEDENT PERSONAL PROPERTY ESTATE OF FIlE NUMBER Josephine M. Kalina 21-04-0300 Indude the proceeds of litigation and the date bhe proceeds were received by the estate. All property jointly-owned with the right of su~ivorship must be disclosed on Schedule F. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1. Checking Account No. 6100698637 in Citizens Bank Principal Balance as of DOD $59019.40 Accrued Interest to DOD 50.63 2. Time Deposit No. 6140883717 in Citizens Bank Principal Balance as of DOD 10000.00 Accrued Interest to DOD .41 3. Time Deposit No. 6140883733 in Citizens Bank Principal Balance as of DOD 10000.00 Accrued Interest to DOD 3.08 4. Savings Account No. 100034248 in Waypoint Bank Principal Balance 10924.48 Accrued Interest .11 5. Checking Account No. 1800035345 in Waypoint Bank Principal Balance 1640.74 Accrued Interest .06 6. Certificate of Deposit No. 21001010735 issued by PNC Bank, N.A. Principal Balance 10000.00 Accrued Interest 15.66 7. Cash on Deposit at Health South Rehab 143.00 8. Cash Found in Wallet and in Home 516.15 9. Uncashed/Undeposited Checks Found in Home 1/22/04 Citizens Bank -Interest C/D 6140883733 6.37 2/7/04 Citizens Bank - Interest C/D 6140883717 6.35 2/20/04 Citizens Bank - Interest C/D 6140883735 5.96 3/1/04 U.S. Treasury- CSF Annuity 320.89 3/7/04 Citizens Bank- Interest C/D 6140883717 5.94 3/8/04 Kilmore Eye Associates - Refund 14.00 3/20/04 Citizens Bank- Interest C/D 6140883733 5.94 Carded Forward $ 102679.17 (If more space is needed, insert additional sheets of the same size) · ' SCHEDULE E COMMCNW~'TN OF~ENNSYLV^"'^ CASH, BANK DEPOSITS, & MISC. INHERITANCE TAX RETURN PERSONAL PROPERTY RESIDENT DECEDENT ' ESTATE OF FILE NUMBER Josepb_,_'_~_e ~ ~alina 21-04-0300 Include the proceeds of lilicjation and the data ~e proceeds were received 137 the estata. All prope~'y jointly-owned with the right of survivorship roust be disclosed on Schedule F. ITEM YAI. UE AT DATE NUMBER DESCRIPTION OF DEATH Brought Forward ! 02679.17 10 U.S. Treasury - Social Security £or February 853.00 l 1. Patriot-News Refund 19.22 12. U.S. Treasury - 2003 Income Tax Refund 120.00 13. Comcast Refund 28.63 14. ATT Consumer Lease Services - Refund (phone lease) 1.42 15. Haar's Inc. - Gross Proceeds (sale of household goods and furniture) 584.75 16. Haar's Inc. - Gross Proceeds (sale of household goods, etc.) 296.00 17. 1997 Chevrolet Cavalier ~ Appraised Value 3000.00 18. 2004 County, Boro and Library Real Estate Taxes Recovered at Settlement 62.05 19. (2) Watches and (2) Necklaces ~ Appraised Value No Value Total (also enter on line 5, Recapitulation) $ 107644.24 (if more space is needed, insert additional sheets of the same size) SCHEDULE H COMMONWEALTH OF PENNSYLVANIA FUNERAL EXPENSES & INHERITANCE TAX RETURN ADMINISTRATIVE COSTS RESIDENT DECEDENT ESTATE OF FILE NUMBER Josephine M. Kalina 21-04-0300 Debts of decedent must be reported on Schedule I. ITEM NUMBER DESCRIPTION AMOUNT A. FUNERAL EXPENSES: 1. Myers Funeral Home - Funeral Expense $ 7892.50 Giant - Food for Wake 59.49 James R. Gingrich Memorials - Inscription 145.00 B. ADMINISTRATIVE COSTS: 1. Personal Representative's Commissions 9700.00 Name of Personal Representative (s): Stephanie M. Kalina-Metzger Social Security No.(s) o f Personal Representative: t Street Address: 200 Lewis Street City: Harrisburg State: PA Zip: 17110 Year(s) Commission Paid: Year of Confirmation of Account 2. Attorney Fees 9700.00 3. Family Exemption (if decedent's address is not the same as claimant's, attach explanation) Claimant: Street Address: City: State: Zip: Relationship of Claimant to Decedent: 4. Probate Fees 321.00 5. Accountant's Fees 6. Tax Return Preparer's Fees 7. William L. Sunday - Reimbursement For: (5) Short Certificates 15.00 Cumberland Law Journal - Notice 75.00 90.00 8. Stephanie Marie Kalina-Metzger - Reimbursement for 3/26/04 Mechanicsburg Insurance Service Ltd - 3 mos. Auto Insurance 114.00 9. William L. Sunday - Reimburse: Notice in the Sentinel 102.11 Certified Mail - Notice under Rule 5.7 9.30 111.41 10. Central Penn Appraisals, Inc. - Appraisal (Real Estate) 275.00 11. PPL - Electric (3/24/04 - 4/28/04) 21.61 Carded Forward $ 28430.01 (If more space is needed, insert additional sheets of the same size) R~Vo15t 1F_X * (1-97~ ' SCHEDULE H FUNERAL EXPENSES & COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN ADMINISTRATIVE COSTS RESIDENT DECEDENT ESTATE OF FILE NUMBER Josephine M. Kalina 21-04-0300 Debts of decedent must be reported on Schedule I. ITEM NUMBER DESCRIPTION AMOUNT Funeral Expenses & Administrative Costs (Continued) Brought Forward $28430.01 12. Register of Wills - Three Short Certificates 9.00 13. PPL - Electric (4/23/04 - 5/24/04) 19.10 14. Penn National Ins. Co. - Auto Insurance (3 mo.) 112.00 15. United Water PA - (5/6/04 - 6/7/04) 2.45 16. Penn National Insurance Co.- Homeowners (3mo.) 60.00 ! 7. Timothy Sharp - Lawn Mowing (4/30/04 - 6/4/04) 210.00 18. PPL - Electric (5/24/04 - 6/23/04) 20.32 19. United Water PA - (6/7/04 - 7/7/04) 6.76 20. Borough of Mcchanicsburg - Sewer and Refuse 189.04 21. Equiserve- Commission (Sears, Roebuck) 82.68 22. Equiserve - Commission (Allstate) 140.28 23. Morgan Stanley - Commission (Morgan Stanley) 5.00 24. UGI - (7/7/04 - 8/4/04) 6.98 25. United Water PA - (7/7/04 - 8/5/04) 6.76 26. Timothy Sharp - Lawn Mowing (6/11/04 - 7/30/04) 240.00 27. Haar's Inc. - Auctioneer (Public Sale 9/3/04) 233.90 28. United Water PA - (8/5/04 - 9/7/04) 6.76 29. PPL - Electric (6/23/04 - 8/24/04) 49.24 30. UGI- (8/4/04 - 9/3/04) 37.14 31. Tim Sharp - Lawn Mowing (8/6/06 - 8/27/04) 120.00 32. Advance Auto Parts - Replace Dead Battery in Auto 58.23 33. Independent Handyman Service -Disposal of No Value Items in Residence 350.00 34. Clarke American - Bank Checks 27.42 35. Haar's Inc. - Auctioneer (Public Sale - 9/10/04) 118.40 36. Barry L. Heckard, Tax Collector - 2004 School Taxes 07/27/04 Taxes Paid $810.85 Less: 10/14/04 Taxes Recovered ~ Settlement 577.59 233.26 37. Borough of Mechanicsburg - Sewer and Refuse (10/01/04 - 10/14/04 The Date of the Settlement) 13.72 38. Commonwealth of Pennsylvania - Realty Transfer Tax 950.00 Carried Forward $ 31738.45 (If more space is needed, insert additional sheets of the same size) SCHEDULE H FUNERAL EXPENSES & COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN ADMINISTRATIVE COSTS RESIDENT DECEDENT ESTATE OF FILE NUMBER Josephine M. Kalina 21-04-0300 Debts of decedent must be reported on Schedule I. ITEM NUMBER DESCRIPTION AMOUNT Funeral Expenses & Administrative Costs (Continued) Brought Forward 31738.45 39. UGI- Final Bill to Date of Settlement 37.49 40. PPL - Electric Utilities - Final Bill to Settlement 16.30 41. United Water PA - Final Bill to Settlement 9.23 42. Tim Sharp - Lawn Mowing (Final) 60.00 43. Register of Wills - Filing Fee (PA Inh Tax Return) 15.00 44. Register of Wills - Filing Fee (Inventory) 22.00 45. Dawn S. Sunday - Notary Fees 10.00 36. Reserved for Filing Account, Recording Releases, etc. 150.00 TOTAL (Also enter on line 9, Recapitulation $ 32058.47 (If more space is needed, insert additional sheets of the same size) ,~,.,,,,~-,,.9,, r~ SCHEDULE I COM,~O.,WEA'TH O" ~',NNSY~¥AN~A DEBTS OF DECEDENT, INHERITANCE TAX RETURN MORTGAGE LIABILITIES, & LIENS ESTATE OF FILE NUMBER Josephine M. Kalina 21-04-0300 Include unreimhumed medical expensee. ITEM NUMBER DESCRIFTION AMOUNT United Water PA - Account Payable (2/5/04 - 3/5/04) $ 11.07 2 UGI - Account Payable (2/5/04 - 3/8/04) 171.11 3. Discover Platinum Card - Account Payable 18.44 4. Community Life Team EMS - Account Payable 40.00 5. PPL- Account Payable (2/27/04) 31.55 ' 6. Verizon - Account Payable (2/19/04 ~ 3/18/04) 17.03 7. United Water PA - Account Payable (3/5/04 - 4/7/04) 17.82 8. AT&T - Account Payable (1/14/04 - 4/13/04) 18.27 '~ 9. Penn National Insurance - Account Payable - Renewal Home Owners 3/19/04 (3 mos.) 60.00 10. UGI - Account Payable Budget Plan (3/8/04 - 4/6/04) 169.00 11. UGI - Account Payable Budget Plan Balance 423.51 ' TOTAL (AIso enter on line 10, Recapitulation) $ 977.80 (If more space is needed, inse~ additional sheets of the same size) ~.,~,3~.,,.9~..~ SCHEDULE J coMMo.w~.T, or ~.~..S¥.V^N,^ B E N E F lC IARI E S ,..ER.T^NCE m .E'ruR. RESIDENT DECEDENT · ESTATE OF "ILE NUMBER 21-04-0300 Josephine M. Kalina RELATIONSHIP TO DECEDENT AMOUNT OR SHARE NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY Do Not List Trustee(s) OF ESTATE [. TAXABLE DISTRIBUTIONS (include outdght spousal distributions) 1. Stephanie Marie Kalina Granddaughter One-half (1/2) Now Stephanie Marie Kalina-Metzger 200 Lewis Street Harrisburg, PA 17110 2. Josephine Dohs Kalina Granddaughter One-half (1/2) 4850 Old Boston Road Pittsburgh, PA 15227 ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 17, AS APPROPRIATE ON REV 1500 COVER SHEET II. NON-TAXABLE DISTRIBUTIONS: A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE None 1. B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS None 1. TOTAL OF PART II. ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV 1500 COVER SHEET $ None (If more space is needed, insert additional sheets of the same size) Inventory of the real and personal estate of Josephine M. Kalina deceased Summary Real Estate $ 95000.00 Personal Property 239698.86 Total Inventory $ 334698.86 Inventory of the real and personal estate of Josephine M. Kalina deceased Brought Forward 211128 14 Cash, Bank Deposits & Miscellaneous Personal Property (Continued) Savings Account No. 100034248 in Waypoint Bank Principal Balance Accrued Interest 10924 48 11 Checking Account No. 1800035345 In Waypoint Bank Principal Balance Accrued Interest 1640 74 06 Certificate of Deposit No. 21001010735 issued by PNC Bank, N.A. Principal Balance Accrued Interest 10000 00 15 66 Cash on Deposit at Health South Rehab 14 00 Cash Found in Wallet and in Home 51~ 15 Uncashed/Undeposited Checks Found in Home 1/22/04 Citizens Bank- Interest C/D 6140883733 6 37 2/7/04 Citizens Bank-Interest C/D 6140883717 6 35 2/20/04 Citizens Bank - Interest C/D 6140883735 5 '96 3/1/04 U.S. Treasury- CSF Annuity 320 89 3/7/04 Citizens Bank- Interest C/D 6140883717 5 94 3/8/04 Kilmore Eye Associates - Refund 14 00 3/20/04 Citizens Bank - Interest C/D 6140883733 5 94 3/3/04 U.S. Treasury- Social Security for Feb. 2004 853 00 Patriot-News Refund 19 22 12. U.S. Treasury - 2003 Income Tax Refund 120 00 13. Comcast Refund 28 63 14. ATT Consumer Lease Services - Refund (phone lease) 1 15. Haar's Inc. - Gross Proceeds (sale of household goods and furniture) 584 16. Haar's Inc. - Gross Proceeds (sale of household goods, etc.) 296 00 17. 1997 Chevrolet Cavalier ~ Appraised Value 3000 DO 18. 2004 County, Boro and Library Real Estate Taxes Recovered at Settlement 62 19. (2) Watches and (2) Necklaces ~ Appraised Value No Total Personal Property $ 239698 86 Inventory of the real and personal estate of · Josephine M. Kalina deceased Personal Pro e,p_~g_y (Continued) U.S. Government Bonds (Continued) Brought Forward 129861 2 (18) $50 Series EE Bonds Date Number of Issued Bonds Number 06/1980 2 L8205227EE 129 L8192998EE 129 40 07/1980 2 L8203023EE 129 40 L8215542EE 129 40 08/1980 2 L8219752EE 129 40 L26900157EE 129 40 09/1980 2 L26905494EE 129 40 L26895568EE 129 40 10/1980 2 L26917152EE 126 88 L26910968EE 126 88 11/1980 3 L41431249EE 116 28 L41418338EE 116 28 L30270639EE 116 28 12/1980 2 L41421986EE 116 28 L41426368EE 116 28 08/1981 1 L40104225EE 109 14 10/1981 1 L63788833EE 107 00 01/1982 1 L75385121EE 10' 00 Total EE Bonds 18 Total Stocks and Bonds 62 Cash, Bank Deposits & Miscellaneous Personal Property Checking Account No. 6100698637 in Citizens Bank Principal Balance as of DOD $ 59019 Accrued Interest to DOD 50 Time Deposit No. 6140883717 in Citizens Bank Principal Balance as of DOD 10000 Accrued Interest to DOD Time Deposit No. 6140883733 in Citizens Bank Principal Balance as of DOD 10000 Accrued Interest to DOD 3 Carried Forward 211128 14 Inventory of the real and personal estate of Josephine M. Kalina deceased Personal Property (Continued) Brought Forward 80 U.S. Government Bonds (36) $50 Series E U. S. Savings Bonds Date Number of Issued Bonds Number 06/1977 1 L2084211860E 243 Z2 09/1977 1 L2093919827E 243 18 01/1978 1 L1065555321E 219.26 02/1978 1 L2118860905E 219 26 03/1978 1 L2118863552E 189 88 07/1978 1 L2127792489E 179 02 09/1978 1 L2134473523E 179 02 10/1978 1 L2134478326E 175 50 12/1978 2 L2150863709E 177 64 L2150874149E 177 64 01/1979 1 L2152178268E 17766 02/1979 2 L215219494E 177 66 L2152187072E 177 66 03/1979 1 L2163586081E 177 66 04/1979 2 L2163600785E 174 18 L2163593750E 174 18 05/1979 1 L2167934557E 175 86 06/1979 2 L2167950634E 176 28 L2167943640E 176 28 07/1979 1 L2175705549E 176 28 08/1979 2 L2127794929E 176 28 L2185304025E 176 28 09/1979 2 L2181466666E 17, 28 L2175693676E 17~ 28 10/1979 1 L2175709415E 1T 82 11/1979 2 L2181473294E 174 44 L2185299521E 174 44 12/1979 1 L2190988664E 174 44 01/1980 2 L2201743020E 174 44 L2201739401E 174 44 02/1980 1 L2204575684E !7~ 44 03/1980 2 L2205699491E 17, 44 L2204583970E 17, 44 04/1980 1 L2205948989E 17i 02 05/1980 2 L2205954382E 175 76 L2205958561~ 172 76 Total E Bonds ~ Carried Forward 12986 12 Inventory of the real and personal estate of Josephine M. Kalina deceased Real Estate All that certain house and lot of ground situate in the Borough of Mechanicsburg, County of Cumberland and State of Pennsylvania, known and numbered as 11 South Chestnut Street, bounded and described as follows: BEGINNING at a point on the eastern curb line of South Chestnut Street at the intersection of the southern line of a 15-foot alley; thence in an easterly direction along the southern line of said fifteen-foot alley one hundred forty-two (142) feet, more or less, to a point at the intersection of the western line of another 15-foot alley; thence in a southerly direction along the western line of the last mentioned 15-foot alley, fifty-eight (58) feet, more or less, to a point at lands now or late of Adam Miller; thence in a westerly direction along lands now or late of Adam Miller one hundred forty-two (142) feet, more or less, to a point on the eastern curb line of South Chestnut Street; thence in a northerly direction by said curb line sixty and eight-tenths (60.8) feet to a point, the place of BEGINNING. Tax ParcelNo. 17-23-0565-270 Appraised Value $57000.00 Assessed Value for 2004 $61700.00 Re-assessed Value as of 5/10/04 for 2005 $79700.00 Valued ~ Sale Price 10/14/04 $95000 00 Total Real Estate $95000 00 Personal Property Stocks and Dividends Payable to Holder of Record/Date Prior to Death 1044 shs The Allstate Corporation, common, ~ $ 44.535 $46494 54 Dividend paid 4/1/04 to Holder of Record on 2/27/04 29; 32 564 shs Sears, Roebuck and Co., common, ~ $ 44.405 $2448( 42 Dividend paid 4/1/04 to Holders of Record on 2/27/04 129 72 880 shs Morgan Stanley Dean Witter & Co., common ~ $ 58.985 $51906 80 Dividend paid 4/30/04 to Holders of Record 4/9/04 0 Carried Forward $123303 80 COMMONWEALTH OF PENNSYLVANIA ~ ss: COUNTY OF CUMBERLAND J Stephanie Marie Kalina-Metzger being duly sworn according to law, deposes and says that she is Executrix of the Estate of Josephine M. Kalina late of the Borough p~f__Mec_~hanicsburg , Cumberland County, Pa., deceased and that the within is an inventory made by her , the said Executrix of the entire estate of said decedent, consisting of all the personal property and real estate, except real estate oufslde the Commonwealth of Pennsylvania, and that the figures opposite each item of the Inventory represent it's fair value as of the date of decedent's death. ) Sworn to and subscrlbed before me, ~I~~~__A~ /6_. / ' Executor - Admlnlstretor ~ecuT.~lXq // 3~ 2004 - ~-~S 200 Lewis Street - YLVANIA Harrisburg, PA 1711 0 Ndtarial Seal Address Dawn S. Sunday, Notary Public Mechanicsburg Boro, Cumberland County My Commission Expires Oct. 1,2008 Member. Pennsylvani~.~,ssociation Of Notaries Mc~rch 2004 Date of Death Day Month Year INSTRUCTIONS I. An |nvenfory must be filed within three months after appointment of personal represenfatlve. 2. A supplement inventory must be filed wifhln thirty days of discovery of addiflonal assets. 3. Additional sheets may be attached as to personalty or realty 4. See Article IV, Fiduciaries Act of 1949. COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE *' ',:r'(-:~.- BUREAU OF INDIVIDUAl:,,[~l<~s, INHERITANCE TAX DIVISION- . PO BOX 280601 HARRISBURG PA 17128-0601 NOTICE OF INHERITANCE TAX APPRAISEMENT. ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX REY-1547 EX AFP 112-041 DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY ACN 02-21-2005 KALINA 03-21-2004 21 04-0300 CUMBERLAND 101 JOSEPHINE M WILLIAM '(SUNDAY 39 W MAIN ST MECHANICSBURG Allount Rellitted PA 17055 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 ~ REV :r!W-lic--AFP--C&T:6J'rNO,.-:f'cl-oF-i'klilR'x'Tlil'cl-TAx-'A-PPRAisiir€N'~.ALLd'WANCE-OR------._----- - -_. DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF KALINA JOSEPHINE M FILE NO. 21 04-0300 ACN 101 DATE 02-21-2005 TAX RETURN WAS: (X) ACCEPTED AS FILED ) CHANGED RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. Real Estate (Schedule A) 2. Stocks and Bonds (Schedule B) 3. Closely Held Stock/Partnership Interest (Schedule C) 4. Mortgages/Notes Receivable (Schedule D) 5. Cash/Bank D8PQsits/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) 95.000.00 132.054.62 .00 .00 107.644.24 .00 .00 (8) NOTE: To insure proper credit to your account. subllit the upper portion of this forll with your tax paYllent. 334.698.86 APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expenses/Adll. Costs/Misc. Expenses (Schedule H) 10. Debts/Mortgage Liabilities/Liens (Schedule I) 11. Total Deductions 12. Net Value of Tax Return 13. Charitable/Governllental Bequests; Non-elected 9113 Trusts 14. Net Value of Estate Subject to Tax (9) (10) 32.058.47 977.80 (11) (12) (13) (14) 33.036.27 301.662.59 .00 301.662.59 (Schedule J) I~ an assessment was issued previously, lines 14, 15 and/or 16, 17, 18 and 19 will r~lect ~igures that include the total o~ ~ returns assessed to date. ASSESSMENT OF TAX: 15. Allount of Line 14 at Spousal rate (15) 16. Allount of Line 14 taxable at Lineal/Class A rate (16) 17. AlIOunt of Line 14 at Sibling rate (17) 18. Allount of Line 14 taxable at Collateral/Class B rate (18) 19. Principal Tax Due NOTE: .00 X 301.662.59 X .00 X .00 X 00 = 045 = 12 = 15 = (19)= .00 13.574.82 .00 .00 13.574.82 ~ "'AX CREDITS: 1+) AMOUNT PAID DATE NUMBER INTEREST/PEN PAID (-) 06-16-2004 CD004054 678.74 13.124.25 TOTAL TAX CREDIT 13.802.99 BALANCE OF TAX DUE 228.17CR INTEREST AND PEN. .00 TOTAL DUE 228.17CR . IF PAID AFTER DATE INDICATED. 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 MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.) BUREAU OF INDIVIDUA"l'A,X~ . INHERITANCE TAX DIVISION . PO BOX Z80601 HARRISBURG PA 171Z8-0601 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE INHERITANCE TAX STATEMENT OF ACCOUNT '* REY-ln7 EX AFP 112-D~l i L} DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY ACN 03-07-2005 KALINA 03-21-2004 21 04-0300 CUMBERLAND 101 JOSEPHINE M WILLIAM t SUNDAY 39 W MAIN ST MECHANICS BURG Allount Rellitted PA 17055 MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS CUMBERLAND CD COURT HOUSE CARLISLE. PA 17013 NOTE: To insure proper credit to your account. subllit the upper portion of this forll with your tax paYll8nt. CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~ 1W':l'~fI.,.!rAI!,r.rllr-.6'!"......i;..'"fARIM!fA~er."Ar.~tlYI!Am.b'V.l~cc70W....................... ... ESTATE OF KALINA JOSEPHINE M FILE NO.21 04-0300 ACN 101 DATE 03-07-2005 THIS STATEHENT IS PROVIDED TO ADVISE OF THE CURRENT STATUS OF THE STATED ACN IN THE NAHED ESTATE. SHOWN BELOW IS A SUHHARY OF THE PRINCIPAL TAX DUE. APPLICATION OF ALL PAYMENTS. THE CURRENT BALANCE. AND. IF APPLICABLE. A PROJECTED INTEREST FIGURE. DATE OF LAST ASSESSMENT DR RECORD ADJUSTMENT: 02-14-2005 PRINCIPAL TAX DUE:. 13.574.82 PAYMENTS (TAX CREDITS): ~ PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID DATE NUMBER INTEREST/PEN PAID (-) 06-16-2004 CD004054 678.74 13.124.25 02-17-2005 REFUND .00 228.17- TOTAL TAX CREDIT 13.574.82 BALANCE OF TAX DUE .00 INTEREST AND PEN. .00 IF PAID AFTER THIS DATE. SEE REVERSE TOTAL DUE .00 . SIDE FOR CALCULATION OF ADDITIONAL INTEREST. ( IF TOTAL DUE IS LESS THAN $1. NO PAYHENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT'" (CR). YOU HAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTIONS. ) [~la~~ ..... - - ~ ~ ~oer~ 2. 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CD :,; '" a. _ (1) I III ::l CliO. -'-:J g,:;,-o::r91 ~o O~CD~-""d:g' '~(!)~gi~~(i) gQ-< ~< 8 So ~ ~ ~og. ~ i ~ ~ S:!. 3 !ll ~ (1) o} :!! l>>lll'O:l:EO - -< ~ CD _ ::>. s; .5 - ~~O::l:- /I' CD 0 o::J - ::l H N Z 00 8 ::0 0"0 o:r: :r: "ltTJ "" I ~ ()() o~"OC::O o .tTJ:S:C:: w ZtJj::o 0()ZtTJ8 oO~~O I~t"'~"l 18~@() N Z 0 .....~H():;;: I<:~O:S: oH C::O ""(J) ZZ I 8 OH >-<"0 wO t"' oZ t'l o ~ (J) IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA ORPHANS' COURT DIVISION 20 04-00300 -- (21-04-0300) FIRST AND FINAL ACCOUNT Stephanie Marie Kalina KNA Stephanie Marie Kalina-Metzger, Executrix for ESTATE OF JOSEPHINE M. KALINA, Deceased Date of Death: Date of Executor's Appointment: Date of First Advertisement of Letters: Accounting for the Period: March 21, 2004 March 29, 2004 See Page 2 March 21,2004 to July 13, 2005 Purpose of Account: Stephanie Marie Kalina now known as Stephanie Marie Kalina-Metzger, Executrix, offers this account to acquaint interested parties with the transactions that have occurred during this administration. The account also indicates the proposed distribution of the Estate. It is important that the account be carefully examined. Requests for additional information or questions or objections can be discussed with: Stephanie Marie Kalina-Metzger 200 Lewis Street Harrisburg, P A 17110 (717) 233-2426 o '-:0 <'TJ . ~1 =0 ~,~.,.o : '::",';.- ':'~~qj . cn :?' 00 C~2 -'II 4s -1 r"',' C:::-::l C;~l <J1 L. C r-' c::> :-,1 -, 1'-n , (".") , ..~) - "-.I I_~') . ,'" '-;0 (-) . j --Tl .'C'j .. (:.;:,-,;,) ,:'''1"1 " or !'J rv w William 1. Sunday Sunday & Sunday 39 West Main Street, Suite 1 Mechanicsburg, P A 17055-6230 (717) 766-9622 1 THE FIRST AND FINAL ACCOUNT OF STEPHANIE MARIE KALINA-METZGER, EXECUTRIX UNDER THE LAST WILL AND TESTAMENT OF JOSEPHINE M. KALINA, LATE OF THE BOROUGH OF MECHANICSBURG, COUNTY OF CUMBERLAND, AND STATE OF PENNSYLVANIA, DECEASED. Date of Death: March 21,2004 Dates Letters Advertised: Cumberland Law Joumal- April 9, 16 and 23,2004 The Sentinel- April 15, 22 and 29, 2004 PERSONALTY PRINCIP AL ACCOUNT DEBITS Accountant charges herself with the Personal Property set forth in the Inventory filed in the Office of Register of Wills in and for Cumberland County in the amount of: $239698.86 Accountant also charges herself with the following: 2004 July 14 Gain on sale of 1044 shares of Allstate Corporation common stock Gross Receipts Less: Costs of Sale Service Fee Commission Net Receipts Less: Date of Death Value Gain on Sale $49135.86 $15.00 125.28 140.28 $48995.58 46494.54 $2501.04 2501.04 2005 March 3 I Commonwealth of Pennsylvania - PA Inheritance Tax Refund 228.17 Total Personalty Principal Accounts Debits $242428.07 2 PERSONALTY PRINCIPAL ACCOUNT CREDITS Josephine M. Kalina Accountant asks credit for the following: 2004 March 2,3 Myers Funeral Home - Deposit for Funeral Expense $5000.00 April 3 United Water P A - Account Payable (2/5/04-3/5/04) 11.07 3 UOl - Account Payable (2/5/04-3/8/04) 171.11 3 Discover Platinum Card - Account Payable 18.44 3 Community Life Team EMS - Account Payable (Wheelchair Transport 3/4/04) 40.00 3 Myers Funeral Home, Inc. - Balance of Funeral Expense 2892.50 3 17 19 19 24 24 May 22 22 William L. Sunday - Reimbursement for: Probate (5) Short Certificates Executrix Notice (CU) $321.00 15.00 75.00 411.00 3 PPL - Account Payable 31.55 3 Verizon - Account Payable (2/19/04-3/18/04) 17.03 United Water PA - Account Payable (3/5/04-4/7/04) 17.82 Stephanie Kalina-Metzger - Reimbursement for: (3 Months AutoIinsurance) - 3/26/04 114.00 Giant - Wake Expense Paid From Cash Found in House 59.49 AT &T - Account Payable (1/14/04-4/13/04) 18.27 UOl - Account Payable - Budget Plan 169.00 PPL - (3/24/04-4/23/04) 21.61 UGI - Balance Due 423.51 CARRIED FORWARD 9416.40 3 June 10 12 12 12 12 26 26 July 17 17 17 27 Aug 28 PERSONALTY PRINCIPAL ACCOUNT CREDITS (Continued) Josephine M. Kalina BROUGHT FORWARD 9416.40 William L. Sunday - Reimbursement for: Executrix Notice - The Sentinel Certified Mail- Rule 5.6 $102.11 9.30 111.41 Register of Wills, Agent - P A Inheritance Tax Tax $13815.00 Less: Discount 690.75 13124.25 Register of Wills - (3) Short Certificates 9.00 PPL - 4/23/04-5/24/04 19.10 Penn National Insurance - 3 Months Auto Insurance 112.00 United Water P A - 5/6/04-6/7/04 2.45 Timothy Sharp - Lawn Mowing (4/30/04-6/4/04) 210.00 PPL - (5/24/04-6/23/04) 20.32 United Water PA - (6/7/04-7/7/04) 6.76 Borough of Mechanicsburg - Sewer and Refuse 2nd Quarter $99.02 3rd Quarter 90.02 189.04 Penn National Insurance - 3 Months Auto Insurance 112.00 UGI - (7/7/04-8/4/04) 6.98 28 United Water PA - 7/7/04-8/5/04) 6.76 28 James R Gingrich Memorials - Inscription on Stone 145.00 28 Timothy Sharp - Lawn Mowing (6/11/04-7/30/04) 240.00 CARRIED FORWARD 23731.47 4 PERSONALTY PRINCIPAL ACCOUNT CREDITS (Continued) Josephine M. Kalina BROUGHT FORWARD 23731.47 Sept 9 Clarke American - Checks 27.42 18 United Water P A - (8/5/04-9/7/04) 6.76 18 PPL - (6/23/04-8/24/04) 49.24 18 UGI - (8/4/04-9/3/04) 37.14 18 Timothy Sharp - Lawn Mowing (8/6/04-8/27/04) 120.00 18 Stephanie Kalina-Metzger - Reimburse Battery 58.23 18 Stephanie Kalina-Metzger - Reimburse for Cost of Hauling to Clean Out House 350.00 28 Penn National Insurance - 3 Months Auto Insurance 114.00 Oct 30 UGI - Final (9/3/04-10/15/04) 37.49 30 PPL - Final (8/24/04-10/15/04) 16.30 30 United Water P A ~ Final (9/8/04-10/18/04) 9.23 30 Tim Sharp - Final Lawn Mowing 60.00 Dec 1 Penn National Insurance - 3 Months Auto Insurance. 98.00 11 Register of Wills ~ Filing Fee (P A Inheritance Tax Return) 15.00 11 Register of Wills - Filing Fee (Inventory) 22.00 11 Dawn S. Sunday - Notary Fees 10.00 11 William L. Sunday - Partial Attorney's Fee 4850.00 2005 Feb 2 Penn National Insurance - 3 Months Auto Insurance 98.00 CARRIED FORWARD 29710.28 5 PERSONALTY PRINCIPAL ACCOUNT CREDITS (Continued) Josephine M. Kalina BROUGHT FORWARD 29710.28 June 13 William L. Sunday - Balance of Attorney's Fee 4850.00 June 13 Stephanie Marie Kalina-Metzger - Executrix's Commission 9700.00 Reserved for Filing Account, Certified Mail, Recording Releases, etc. 400.00 Accountant also asks credit for the following: WM July 14 Loss on Sale of 564 Shares of Sears, Roebuck, & Co. Common Stock Date of Death Value $24480.42 Less: Gross Receipts $19536.96 Less: Costs of Sale Service Fee $15.00 Commission 67.68 82.68 Net Receipts $19454.28 19454.28 Loss on Sale 5026.14 $'5026.14 July 19 Loss on Sale of 880 Shares of Morgan Stanley Date of Death Value $51906.80 Less: Gross Receipts 41718.94 Less: Service Fee 5.00 Net Receipts 41713.94 41713.94 Loss on Sale $10192.86 10192.86 Sept 3 Loss on Sale of Household Goods and Furniture Date of Death Value $584.75 Less: Gross Receipts 584.75 Less: Costs of Sale 233.90 Net Receipts $350.85 350.85 Loss on Sale $233.90 233.90 CARRIED FORWARD 60113.18 6 PERSONALTY PRINCIPAL ACCOUNT CREDITS (Continued) Josephine M. Kalina BROUGHT FORWARD 60113.18 Sept 10 Loss on Sale of Household Goods, etc. Date of Death Value Less: Gross Receipts Less: Costs of Sale Net Receipts Loss on Sale $296.00 $296.00 118.40 177.60 177.60 $118.40 118.40 Total Personalty Principal Account Credits $6Q21L2S 7 2004 April 3 30 30 May 6 20 22 28 June 6 20 30 July 1 1 6 20 30 30 Aug 6 20 31 Sept 3 20 30 Oct 5 20 29 PERSONALTY INCOME ACCOUNT RECEIPTS Josephine M. Kalina Accountant charges herself with the following: 6 20 24 Citizens Bank - Interest (Account # 61 00698637 March 21,2004 - April3, 2004 Citizens Bank - Interest (C/D 6140883733) 3/21/04-4/6/04 Citizens Bank - Interest (C/D 6140883717) 3/21/04-4/20/04 Waypoint Bank - Interest (3/21/04-4/24/04) to Closing AlC # 10-0034248 Waypoint Bank - Interest (3/21/04-4/24/04) to Closing Focus Fifty AlC # 180003534 Citizens Bank - Interest (Estate Account) Morgan Stanley - Dividend Citizens Bank - Interest (C/D # 6140883733) Citizens Bank - Interest (C/D # 6140883717) PNC Bank - Interest (C/D # 21001010735) 3/21/04-5/22/04 The Date of Redemption Citizens Bank - Interest (Estate Account) Citizens Bank - Interest (C/D 6140883733) Citizens Bank - Interest (C/D 6140883717) Citizens Bank - Interest (Estate Account) Sears, Roebuck and Co. - Dividend The Allstate Corporation - Dividend Citizens Bank - Interest (C/D 6140883733) Citizens Bank - Interest (C/D 61408833717) Citizens Bank - Interest (Estate Account) Morgan Stanley - Dividend Citizens Bank - Interest (C/D 6140883733) Citizens Bank - Interest (C/D 6140883717) Citizens Bank - Interest (Estate Account) Citizens Bank - Interest (C/D 6140883733) Citizens Bank - Interest (C/D 6140883717) Citizens Bank - Interest (Estate Account) Citizens Bank - Interest (C/D 6140883733) Citizens Bank - Interest (C/D 6140883717) Citizens Bank - Interest (Estate Account) 8.30 22.74 6.37 6.36 22.88 129.72 292.32 6.16 6.14 24.79 220.00 6.37 6.36 58.03 6.37 6.37 56.98 5.96 6.16 76.85 $22.19 3.07 5.95 3.29 24 .30 15.45 220.00 6.17 6.14 Carried Forward $1257.79 8 PERSONALTY INCOME ACCOUNT RECEIPTS (Continued) Josephine M. Kalina Brought Forward $1257.79 2004 Nov 5 Citizens Bank - Interest (C/D 6140883733) 6.37 19 Citizens Bank - Interest (C/D 6140883717) 6.37 30 Citizens Bank - Interest (Estate Account) 88.75 Dec 3 Citizens Bank - Interest (C/D 6140883733) 6.16 20 Citizens Bank - Interest (C/D 6140883717) 6.16 31 Citizens Bank - Interest (Estate Account) 90.78 Subtotal $1462.38 2005 Jan 5 Citizens Bank - Interest (C/D 6140883733) 6.37 20 Citizens Bank - Interest (C/D 6140883717) 6.37 31 Citizens Bank - Interest (Estate Account) 90.29 Feb 4 Citizens Bank - Interest (C/D 6140883733) 6.37 18 Citizens Bank - Interest (C/D 6140883717) 5.96 28 Citizens Bank - Interest (Estate Account) 81.62 Mar 4 Citizens Bank - Interest (CID 6140883733) 5.76 18 Citizens Bank - Interest (C/D 6140883717) 17.11 31 Citizens Bank - Interest (Estate Account) 90.68 Apr 5 Citizens Bank - Interest (C/D 6140883733) 6.37 18 Citizens Bank - Interest (C/D 6140883717) 18.94 29 Citizens Bank - Interest (Estate Account) 87.81 May 5 Citizens Bank - Interest (CID 6140883733) 18.33 18 Citizens Bank - Interest (C/D 6140883717) 18.33 31 Citizens Bank - Interest (Estate Account) 90.77 June 3 Citizens Bank - Interest (C/D 6140883723) 18.94 16 Citizens Bank - Interest to Redemption (C/D 6140883717) 17.72 16 Citizens Bank - Interest to Redemption (C/D 6140883739) 6.72 16 Treasurer of United States - Interest Received on Series E and Series EE Bonds from Date of Death to Redemption 398.78 30 Citizens Bank - Interest (Estate Account) 92.72 July 13 Citizens BanklU.S. Treasury - Interest Receivable on Series E and Series EE Bonds Presented for Redemption on 6/16/05 but Omitted on Bond Redemption Inquiry Statement Prepared by Citizens Bank 36.60 Total Personalty Income Account Receipts $2584.94 9 PERSONALTY INCOME ACCOUNT EXPENDITURES Josephine M. Kalina Accountant asks credit for the following: 2005 Total Personalty Income Account Expenditures $60.23 $60.23 April 9 P A Department of Revenue - 2004 Fiduciary lncome Tax 10 REAL ESTATE PRINCIPAL ACCOUNT DEBITS Josephine M. Kalina Accountant charges herself with the proceeds from the sale ofthe real estate described in the Inventory filed in the Register of Wills Office aforesaid in the amount of $95000.00 Accountant also charges herself with the following: 2004 Oct 14 Salzmann, Hughes & Fishman, P.c. - Real Estate Taxes Recovered at Settlement: 2004-05 School Taxes 577 .59 Nov 12 Penn National Insurance - Premium Refund 8.00 Total Real Estate Principal Account Debits $95585.59 11 REAL ESTATE PRINCIPAL ACCOUNTS CREDITS Josephine M. Kalina Accountant asks credit for the following: 2004 April June June July Oct 24 Penn National Insurance - Renewal Homeowner's Policy 10 Central Penn Appraisals, Inc. - Appraisal 26 Penn National Insurance - Renewal Homeowner's Policy 24 Barry L. Heckard, Tax Collector - 2004-05 School Real Estate Taxes 14 Salzmann, Hughes & Fishman, P.C. - Settlement Charges Realty Transfer Taxes $950.00 Sewer & Refuse (10/1/04-10/14/04) 13.72 $60.00 275.00 60.00 810.85 963.72 Total Real Estate Principal Account Credits $2169.57 12 ADVANCEMENTS To: Stephanie Marie Kalina, now Stephanie Marie Kalina-Metzger - Granddaughter 1997 Chevrolet Cavalier - Specific Bequest Total Advancements $3000.00 3000.00 RECAPITULA nON PERSONALTY: Principal Account Debits Credits Balance 242428.07 60231.58 182196.49 Income Account Receipts Expenditures Balance $2584.94 60.23 2524.71 2524.71 REAL EST ATE: Principal Account Debits Credits Balance $95585.59 2169.57 93416.02 93416.02 Income Account Less: Receipts Expenditures Balance Total Distributable Estate Advancements $ 0 ~ o 0.00 278137.22 Balance in hands of Accountants for Distribution The aforesaid Balance consists of the following: Cash 3000.00 $275137.22 $274654.06 Interest Receivable ($36.60) and Principal Receivable ($446.56) from Citizens Bank!U.S. Treasury for Series E and Series EE Bonds Presented to Bank for Redemption on 6/16/05 but omitted on Bond Redemption Inquiry Statement Prepared by Bank 483.16 Total $275137.22 13 PROPOSED SCHEDULE OF DISTRIBUTION The balance for distribution in the hands of Stephanie Marie Kalina-Metzger, Executrix under the Last Will and Testament of Josephine M. Kalina, deceased, as appears by the First and Final Account is: $275137.22 DISTRIBUTION AND AWARD To: Doris Kalina McGonigle, Testamentary Guardian of the property of Josephine Doris Kalina, a minor, granddaughter of Josephine M. Kalina, the decedent - One Half of Balance for Distribution Cash $137568.61 To: Stephanie Marie Kalina, now Stephanie Marie Kalina-Metzger, granddaughter - One Half of Balance for Distribution Cash 137085.45 lnterest Receivable ($36.60) and Principal Receivable ($446.56) from Citizens Bank/U.S. Treasury for Series E and Series EE Bonds Presented to Bank for Redemption on 6/16/05 but omitted on Bond Redemption Inquiry Statement Prepared by Bank 483.16 137568.61 137568.61 Total Distribution and Award $275137.22 14 STATEMENT OF THE NATURE AND REASONS FOR THE PROPOSED AWARD Josephine M. Kalina, a widow, died testate on March 21, 2004, leaving a Last Will and Testament dated February 21, 1992 wherein and whereby she appointed her granddaughter, Stephanie Marie Kalina, now Stephanie Marie Kalina-Metzger, Executrix, and wherein and whereby she gave, devised and bequeathed all the rest, residue and remainder of her Estate unto her granddaughters, Stephanie Marie Kalina, now Stephanie Marie Kalina-Metzger, and Josephine Doris Kalina, equally, share and share alike, and she appointed her daughter-in-law, Doris Kalina, now Doris Kalina McGonigle, Guardian of any property which passes to a minor. Letters Testamentary were issued to the said Stephanie Marie Kalina, now Stephanie Marie Kalina-Metzger, on March 29,2004. The said Stephanie Marie Kalina, now Stephanie Marie Kalina-Metzger, survived the decedent, is still living and is sui juris. The said Josephine Doris Kalina survived the decedent, is still living and is a minor. Therefore, her share is awarded to Doris Kalina, now Doris Kalina McGonigle, as Guardian of the property of Josephine Doris Kalina, a minor. Following the issuance of Letters Testamentary the Executrix, Stephanie Marie Kalina- Metzger, referred to a note from the decedent addressed to her wherein the decedent set forth certain instructions and advised her on the existence and location of certain items and assets and concluded with "Steffie the car will be yours. Love". By letter dated April 15, 2005, William 1. Sunday, Attorney for the Estate, mailed a copy of said note to Doris Kalina McGonigle, Testamentary Guardian of Josephine Doris Kalina, a minor, and to Josephine Doris Kalina, a minor, and to Paul Daniels, Esquire, and advised them "In view of the fact that Josephine M. Kalina wrote the attached letter to Stephanie it is her intention to accept the 1997 Chevrolet Cavalier as a specific bequest to her to carry out her grandmother's wishes and instructions." The letter of April 15, 2005 further provided, "If you have any objections to the transfer of the said vehicle to Stephanie please advise in writing no later than April 25, 2005." No objections have been received and title has been transferred and the same is shown as a specific bequest under Advancements in said Account. No claims have been presented to the Accountant except those indicated in the Account as filed. ei:;;rix STATE OF PENNSYLVANIA ss: COUNTY OF CUMBERLAND On the 1& 't1-.day of July, 2005, before me, the subscriber, a Notary Public in and for said State and County, personally appeared Stephanie Marie Kalina-Metzger, Executrix under the Last Will and Testament of Josephine M. Kalina, decease, who, being duly sworn according to law, deposes and say that the facts set forth herein are true correct to thkest of her ow dge and. belief. \ ' ~ - h,~ Stephanie Marie Kalina-Metzger, Executrix/~;:r- Sworn to and subscribed before me this 16. YL-day of July, 2005. ~ Notary Public - COMMONWEALTH OF PENNSYLVANIA Notarial Seal Dawn S. Sunday. Notary Public Mechanicsburg Born. Cumberland County My Commission Expires Oct 1. 2008 Member Pennsylvania Association Of Notaries 15 - [:ZJalld~ Q5 ::;~:= ::> ~ Q g ...' ~," ... :::: l'I " ",::l !Ot &...... ~ ~ ~ ~~~. ).:l ~ ~ I . . ~'?l ~ ::>_wljJl ~~~S S :::igg-~O' S;.... ":l ~ !J< ~ i i 1 \~ " %"-~'S \110, ~~' "" Q :l )! ~ ~ o.S2. ",,-, ~\ W ~.~. .~~..;.l , ~ i ~ 2- ~ ,;. '~,' ~ i \i.,,-< \\ Sf;-; ",~ ~?' ~ ~ ';'1' $' I l!l. ~ ~ d~ ,; t t ! N'~~:~: ~. r~, ~ ,\~ 1"=,~":;1.;;"~~ ,~ '. ~,,"", ~ .~-:' ;i 0 e. ,,_ ",j,,,~J,~:l; ,8 k.o (IJ l!, $- ,-- -- C ;-3-5~:::r~::;'o ,~o. 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"-7 )n _.' :0 ? ~ . \::, ",'" " IE 1';' " oj. 0- ':5' ~".."- i: ? i ~ F.: 8, !? ro~:S~oa-.~ r'I:' ~ ~y b _ til' ;j ~. :7.:,?~c:S-"'2(1lg ~ 25c.-?-~*~:l ~::ro::r~~~6 0~~~.......~g' :(t1~gi~i(J) ~~-<!-<'5 So ~~%tOi5'~~g ~ _' .., _.;l 1 (J) ~.3..~(J)O :! ~lI1~::l~O 5 . ::>~","::l.~(J)lO ~"'ii 0 :l::> - H IV Z 00 t-3 ~ o::t: o';g "it':l "" I>' 00 o~"OdO o .t':I;3:d w ztd~ 00Ztr:l8 OO~~O I~t"~"i I t-3~80 IV Z 0 ....gHO;3: I <:P'O;3: oH dO ttll ~Z OH ><:"0 wO t" oZ t':I o :P' tIl (Executor - Administrator-Guardian) c2l-oLJ-,361J RELEASE KNOW ALL MEN BY THESE PRESENTS, that I, Stephanie Marie Kalina, now Stephanie Marie Kalina-Metzger, do hereby acknowledge that I have this day had and received of and . from Stephanie Marie Kalina-Metzger, Executrix of the Estate of Josephine M. Kalina the sum of One Hundred Thirty-Seven Thousand Seven Hundred Twenty and 19/100 ($137,720.19) Dollars in full satisfaction and payment of all such sum or sums of money as bequeathed to me under tht Last Will and Testament of Josephine M. Kalina. AND THEREFORE, the said Stephanie Marie Kalina, now Stephanie Marie Kalina- Metzger, does as by these presents remise, release, quitclaim and forever discharge the said Stephanie Marie Kalina-Metzger, Executrix of the Estate of Josephine M. Kalina, her heirs, executors and administrators, of and from the said bequest, and of and from all actions, suits, payments, accounts, reckonings, claims and demands whatsoever, for or by reason thereof, o~ of any other act, matter, cause or thing whatsoever. ?r-t:f....., C IN WITNESS WHEREOF, I have hereunto set my hand and seal this 'J day of -J~h1 pf:l.- ,2005. Signed, sealed and delivered in the presence of: ~'" ~ 4 STATE OF PENNSYLVANIA ) ) ss: COUNTY OF CUMBERLAND ) Before me, the subscriber, a Notary Public in and for said State and County, personalty appeared Stephanie Marie Kalina, now Stephanie Marie Kalina-Metzger, and in due form oHaw acknowledged the foregoing Release to be her act and deed, and desired that the same might be recorded as such. WITNESS my hand and official seal this 3 ('01- day of ~ knt~-<Y"" ' 2005. o t-,j (-- , ~~ COMMONWEALTH OF PENNSYLVANIA Notarial Seal Dawn S. Sunday, Notary Public Mechanicsburg Boro, Cumberland County My Commission Expires Oct. 1, 2008 Member. Pennsylvania Association Of Notaries I.LJ C _' I I C) C - c-, I:. i 11 JOSEPHINE M. KALINA ESTATE - ADDITIONAL FUNDS FOR DISTRIBUTION Funds Reserved in Account Expenditures 6/18/05 6/18/05 8/23/05 8/23/05 Register of Wills - Filing Account Postal Service - Certified Mail Register of Wills - Filing Releases William L. Sunday - Reimburse for Shipment Remaining Balance of Reserved Fund $400.00 $280.00 16.71 10.00 28.83 3351.54 $64L46 Additional Receipts Received after Preparation of First and Final Account and Proposed Schedule of Distribution 7/29/05 8/08/05 8/31/05 Citizens Bank - Interest (Estate Account) Citizens Bank - Principal and Interest Receivable for Series E and Series EE Bonds Presented to Citizens Bank for Redemption on 6/16/05 but not credited to Estate Account on 6/16/05 Credited on 8/8/05 Less: Principal and Interest Receivable Included in Balance for Distribution in First and Final Account and Awarded to Stephanie Marie Kalina-Metzger Excess Credit Citizens Bank - Final Interest US Treasury - 2004 U.S. Income Tax Refund Receivable Additional Funds for Distribution EXHIBIT A I Od.l 0 $493.48 483.16 10.32 1~.32 9$.28 3~.00 I 30f.16 FINAL DISTRIBUTION IN ESTATE OF JOSEPHINE M. KALINA To: Doris Kalina McGonigle, Testamentary Guardian of the property of Josephine Doris Kalina, now known as Josephine D. Kalina McGonigle, a minor, granddaughter of Josephine M. Kalina Cash per Award of Court One-half (1/2) of Additional Funds for Distribution (1/20f$303.16) Total To: Stephanie Marie Kalina, now Stephanie Marie Kalina-Metzger, granddaughter Cash per Award of Court One-half (1/2) of Additional Funds for Distribution Total EXHIBIT A 137568.61 151.58 137720.19 II $1375681.61 1511.58 $137720.19 13772q~ $27544Q~ II ~ ~ ~ (Executor - Administrator-Guardian) d.l-{)LJ - 3(n) RELEASE KNOW ALL MEN BY THESE PRESENTS, that I, Doris Kalina McGonigle, Testamentary Guardian of the property of Josephine Doris Kalina, now known as Josephine D. Kalina McGonigle, a minor, granddaughter of Josephine M. Kalina, do hereby acknowledge that I have this day had and received of and from Stephanie Marie Kalina-Metzger, Executrix of the Estate of Josephine M. Kalina the sum of One Hundred Thirty-Seven Thousand Seven Hundred Twenty and 19/100 ($137,720.19) Dollars in full satisfaction and payment of all such sum or sums of money as bequeathed to Josephine Doris Kalina, a minor, under the Last Will and Testament of Josephine M. Kalina. Signed, sealed and delivered in the presence of: ~_:2-~~~. /I ,/' ~ ~aw~ · ST-:lFPENNSY:VANIA ) ) ss: COUNTY OF ~ ) Before me, the subscriber, a Notary Public in and for said State and County, personally appeared Doris Kalina McGonigle, Testamentary Guardian of the property of Josephine Doris Kalina, now known as Josephine D. Kalina McGonigle, a minor, granddaughter of Josephin~ M. Kalina, and in due form of law acknowledged the foregoing Release to be her act and deed, and desired that the same might be recorded as such. AND THEREFORE, the said Doris Kalina McGonigle, Testamentary Guardian of the property of Josephine Doris Kalina, now known as Josephine D. Kalina McGonigle, a minor, granddaughter of Josephine M. Kalina, does as by these presents remise, release, quitclaim and forever discharge the said Stephanie Marie Kalina-Metzger, Executrix of the Estate of JosepHine M. Kalina, her heirs, executors and administrators, of and from the said bequest, and of and from all actions, suits, payments, accounts, reckonings, claims and demands whatsoever, for or by reason thereof, or of any other act, matter, cause or thing whatsoever. "fl- '\:: ~ll'!~ WJ~SS WHEREOF, I have hereunto set my hand and seal this /:3 day Of.' ~,2005. . jJ~~~JJr~~ , Doris Kalina McGonigle, Testamentary j ) I ~ Guardian of the property of Josep,hine Dons Kalina, now known as Josephine D. KaHn~ McGonigle, a minor, granddaughter of ) Josephine M. Kalina j 1 ) --) -1 ) .J ) · J ) ; J'l -) . ) i'.' o WITNESS my hand and official seal this /3 ~ day Oj~#bv , 2005. CUiVit',';();,l,)',.,f::...., '..\.(.0.'" l'U;;';SYL\/.AN'f' \ /N~' '" ~l:: ~ ~.' t';:J~"ib!Se31 ~ . SUZ3i1 /J':'i0 Eo::~>j",(!, Notary Public City Of PltlSb,.,rgl~: AHeghany '?:Uflt'y I My Cormnissjoo Explres Oct. 5. 2007 \ ",~Amhe!" PAl1n~yh!anin A!':,S()ci?ltinn Of f\!~Rr;p.~; .' JOSEPHINE M. KALINA ESTATE - ADDITIONAL FUNDS FOR DISTRIBUTION Funds Reserved in Account Expenditures 6/18/05 6/18/05 8/23/05 8/23/05 Register of Wills - Filing Account Postal Service - Certified Mail Register of Wills - Filing Releases William L. Sunday - Reimburse for Shipment Remaining Balance of Reserved Fund $400.00 $280.00 16.71 10.00 28.83 33p.54 $64.46 Additional Receipts Received after Preparation of First and Final Account and Proposed Schedule of Distribution 7/29/05 8/08/05 8/31/05 Citizens Bank - Interest (Estate Account) Citizens Bank - Principal and Interest Receivable for Series E and Series EE Bonds Presented to Citizens Bank for Redemption on 6/16/05 but not credited to Estate Account on 6/16/05 Credited on 8/8/05 Less: Principal and Interest Receivable Included in Balance for Distribution in First and Final Account and Awarded to Stephanie Marie Kalina-Metzger Excess Credit Citizens Bank - Final Interest US Treasury - 2004 U.S. Income Tax Refund Receivable Additional Funds for Distribution EXHIBIT A 100.10 $493.48 483.16 10.32 ~0.32 i 98.28 ~O.OO 303.16 FINAL DISTRIBUTION IN ESTATE OF JOSEPHINE M. KALINA To: Doris Kalina McGonigle, Testamentary Guardian of the property of Josephine Doris Kalina, now known as Josephine D. Kalina McGonigle, a minor, granddaughter of Josephine M. Kalina Cash per Award of Court One-half (1/2) of Additional Funds for Distribution (1/20f$303.16) Total To: Stephanie Marie Kalina, now Stephanie Marie Kalina- Metzger, granddaughter Cash per Award of Court One-half (1/2) of Additional Funds for Distribution Total EXHIBIT A 137568.61 151.58 137720.19 II $13756$.61 15~.58 $137720.19 1377210.19 $2754~0.38 WilLIAM L. SUNDAY DAWN S. SUNDAY Afforneys - at - Law 39 West Main Street Ste. 1 Mechanlcsburg, PA 17055-6230 Phone (717) 766-9622 Phone (717) 766-9698 Fax (717) 795-7280 February 21,2006 '-' -, Cumberland County Court House Register of Wills Office One Courthouse Square Carlisle, P A 17013 RE: Status Report Under Rule 6.12 - Josephine M. Kalina Estate- Will No. 21-04-0300 Enclosed is Status Report Under Rule 6.12 for the Estate of Josephine M. Kalina. I am also enclosing an additional copy. Please time-stamp the copy and return it to me in the enclosed self- addressed, stamped envelope. Thank you, wuJA.~ct L~j\O William L. Sunday ( ..uJ WLSlbb Enc: 3 ....- .. STATUS REPORT UNDER RULE 6.12 Name of Decedent: Josephine M. Kal i nr. Date of Death: March 21, 2004 Will No.: 21-04-0300 Admin. No.: Pursuant to Rule 6.12 of the Supreme Court Orphans' Court Rules, I report the following with respect to completion of the administration of the above-captioned estate: 1. State whether administration of the estate is complete: Yes lKl 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 t6 No.1 is Yes, state the following: a. Did the personal representative file a final account with the Court? Yes X No 0 b. The separate Orphans' Court No. (if any) for the personal representative's account is: 21 - 2 0 0 4 - 0 3 0 0 c. Did the personal representative state an account informally to the parties in interest? Yes 0 No 0 c. Copies of remcipt~ releases, ~5Cand approval of formal EX w~ accounts lI1X)1Ckocfiled with the Clerk of the. Orphans' Court are ::mdcna~~. attached to tbis report. Date: February 18, 2006 .;:tJi'-+v ~~ Signature William L. Sunday Name 39 West Main st~eet Mechanicsburg, PA 17055 Address . -) (717) 766-9622 Telephone No. Capacity: 0 Personal Representative lliJ Counsel for personal representative , (~.' ,-..1 V& (Ex ec u tor-Adnlinistrato r-Guardian) RELE~A.SE KNO\V A_LL MEN B\~ THESE PRESENTS, that L Doris Kalina McGonigle, Testan1entary Cuardian of the :r:roperty of Josephine Doris Kalina~ no v; known as Josephine D. Kalina ~Ic(J(Jnigle, a minor~ granddaughter of Josephine ivL Kalina, do hereby acknowledge that I have this d-lY had and received of and fronl Stephanie MarieKalina-Nletz~>=r, Executrix of the Estate of Josephine M. Kalina the sum of One Hundred Thirty-Seven Thousand Seven Hundred T\venty anJ 1 \)/1 Cd) ($137, 72(!.19) DoUars in full satisfaction and payment of all su:h sum or SUlTIS of money as b~qucalhed to Jo~ephine Doris Kalina. a minor, under the Last \Vill and T~stament of Jos-:phine i\1. K aljn:l. AND THEREFC>RE, the said Doris Kalina T\1cGoniglc, T (~stan1entary Guardian 0 f the propert~{ of Josep"1ine Doris Kalina, no\v known as Josephine D. K.abna NlcGonigle~ a mi1l0L granddaughter of Josepbine N1. Kalina, does as by these presents remise, release~ quitclJ.iIn and f(reve:- disch~rge the said Stephanie :\I[arie Kalina-~letzger, Exec: utrix of the Estate of Josephine \1. KalinJ., her heirs~ executors and administrators, of and froIn the said bequest and 0:- and t:.om all actions~ suits, payments, accounts, reckonings, claims and denlands \vhatsOe\'eL for or by reason then:of or of any other act, matter, cause or thing \vhatsoever. 71- '\:: ~~ W)~p.;ESS WHEREOF, I have hereunto set my hand and seal tins /3 day of ~/ ,20C)5. Signed, sealed aJ:~eliVered tJ~ ~?T.!- m.~~ in the presence of I Doris Kalina NlcGonigle, Testamentary __---------=-~} Guardian of the property of Josephine Doris ,/~ ~ /.c/~~_c:::~~_. c< -Kalina, no\v knovvn as Josephine D. Kafil~a ,/' YlcGonigle, a minor, granddaughter of ,.-; Josephine Nt Kalina ,,'- ~ _~~';U/ /<~k:'fU~:--- .,~ / /1 /, (.. // STA tE OF PENi'fSYL \/A~IA r-' I C<)lNl"Y OF CL.tt~~~r t~1 Vi Before me~ the subscriber, a Notary Public in and for said State and County, personally appeared Doris KeJina McGonigle, Testamentary Guardian of the property of Josephine Doris !(Llina, novv knovJn as Josephine D. Kalina McGonIgle, a minor, granddaughter of Josephine N1. K.zJina~ and in due form of law ackno\vledged the foregoing Release to be her act and deed, and de~)ir=d that the saIne nlight be recorded as such. ) 5S: " ) C) ."I'. . 1-_.. "." 1.1" ~ Cr1 , .} ,,,--r ' '-' day o:~;?,!!zi) , :W05. J 1 /' )<l-[LI1/!--r1 ~<.- /~'~ _ /Notartkublic fJ \VITNESS my hand and official seal this ....... ,..... ; "- ,';"': .. ." <-' 2;.'::':'7"".~ ,-.:: ~.:. ....- .:~:'::.~,,' -: _.:':".~ \~~t :~~~;:~~~,~~~-..;:;~:~i~~ .;,.:~~~}, :;.-:.r:r,~,.,.h!:l"~"" ":'':"r.~~:'~.''r''''' -,..; . -..~...\t',..:'), . ~,~~<~~~ --_._----_.=:~- ~ L ;: : ',- , ., :"' ." -,. . ..... . . .. .' '. '.' '" " . " "l\i' . i " ! ~ ~;: r, ,;,'\7\; ~'~nt' ,~ , . .' ",: ". ',." . j . ...}.; ~. · . ~ . .': . : ~; ,<,; i. <l (Executor- Administrator-Guardian) RELEASE KNOW ALL MEN BY THESE PRESENTS, that I, Stephanie Marie Kalina, novr Stephanie Marie Kalina-Metzger, do hereby acknowledge that I have this day had and received of and from Stephanie Marie Kalina-Metzger, Executrix of the Estate of Josephine M. Kalina tr.e sum 0 f One Hundred Thirty-Seven Thousand Seven Hundred Twenty and 19/100 ($137,720.19) Dollars 10 full satisfaction and payment of all such sum or sums of money as bequeathed to me under the La.st Will and Testament of Josephine M. Kalina. AND THEREFORE, the said Stephanie Marie Kalina, now Stephanie Marie Kalina- Metzger, does as by these presents remise, release, quitclaim and forever discharge the said Stephanie Marie Kalina-Metzger, Executrix of the Estate of Josephine M. Kalina, her heirs, executors and administrators, of and from the said bequest, and of and from all actions, suits, payments, accounts, reckonings, claims and demands whatsoever, for or by reason thereof, or of an> other act, matter, cause or thing whatsoever. 3r~ C', IN WITNESS WHEREOF, I have hereunto set my hand and seal this · day of .J~h1 ~ tr:1- , 2005. (SE.:-\ L ) Signed, sealed and delivered in the presence of: ~~ ~ -L~ now '^-~ t Stepharue Marie Kalina-Metzge -=--(SEl\ L ) ~ STATE OF PENNSYLVANIA ) ) ss: COUNTY OF CUMBERLAND ) Before me, the subscriber, a Notary Public in and for said State and County, personally appeared Stephanie Marie Kalina, now Stephanie Marie Kalina-Metzger, and in due form of lavi acknowledged the foregoing Release to be her act and deed, and desired that the same might be recorded as such. WITNESS my hand and official seal this 3.. r,:;L day of ~ krn. ~ "V", 2005. '-' I ;;~~/ Notary Public 0 COMMONWEALTH OF PENNSYLVANIA Notarial Seal Dawn S. Sunday, Notary Pubtic Mechanicsburg Boro. Cumberland County My Commission Expires Oct. 1, 2008 Member. Pennsylvania Association Of Notaries - -~-; _ ,_ J } ,. ._. - '~. "'t ,--;' . 'l ",,' V . t : t _.~ ._~....,/ (. _ '.J -,;,.."'; v I' I" ,_ , : '..J :,);:-...-\../ '......~ ._,,-,',-,"-' .-'.- - ........ , COMMON\VEAL TI I OF PENNS\TL V:\NIA COUNTY OF CUMBERLAND SS: AUGUST 23. 2005 1. Glenda Farner Strasbaugh. Register for probate of Wills and granting Letters of Administration for the County of Cumberland, in the Commonwealth of Pennsylvania, do hereby certify the foregoing to be true and accurate copies of the FIRST A.ND FIKA.L ACCOUNT OF STEPHANIE MARIE KALINA N.K.A. STEPHANIE MARIE KALINA-METZGER. EXECUTRIX FOR THE EST ATE OF JOSEPHINE M. KALINA. LATE OF MECHANICSBL-RG BOROUGH, CUMBERL.A.ND COlJNTY, PENNSYLVANIA, DECEASED. : eII- r - . " -" , .. -'. .: as the same were passed and advertised and remain on file and of record in this office. IN TESTIM01\TY WHEREOF, I have hereunto set mYh~t?i and /Offic~al.on~h~ )~ ~J):t/~ / ~ -' , Glenda Farner Strasbaugh, Register of-Wills ....... f II ;. ("., ~'. - ) , , ./ , t" ~ ~ r ,.:.::-:~ . : ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ NO\V TO \VIT, AUGUST 23, 2005 came into Court STEPHANIE MARIE Ki\LINA N.K.A. STEPHANIE MARIE KALINA-METZGER, EXECUTRIX and presented an account and statement of proposed distribution, which \vere examined, pass<;d, approved. and confirmed with a balance in his hands of$ 275,137.22 and the accountant was directed to distribute said balance in accordance with the statement of distribution filed. ~~~ '/ Glenda Farner Strasbaugh, Clerk of the Orphans' Court ( , ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ \, \ ." r-- \ . .' COt\1l\10N\VE~A.L TH OF PENNSYL'VA..NIA SS: COu~TY OF CUMBERLAND 1. Glenda Farner Strasbaugh, Clerk of the Orphans' Court, in and for said County, do hereby certify the foregoing to be a true copy of the account and statement of proposed distribution of STEPHANIE MARIE KALINA N.K.A. STEPHANIE MARIE KALINA-METZGER, EXECUTRIX. ) ,) ",. . \ as full and entire as the same remain on file and record in this office. IN TESTIMONY WHEREOF, I have hereunto set my hand and official seal at Carlisle, this 23rd day of August, 2005. ~~~ 1..-.' Docket No: 21-2004-0300 Glenda Farner Strasbaugh, Clerk of the Orphans' Court