Loading...
HomeMy WebLinkAbout02-0616 REV-1500EX 16-O1l1- , . 1//' _/):'" - //' / r::......./ ......_J COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE DEPT. 280601 HARRISBURG, PA 17128-0601 REV-1500 OFFICIAllJSE ONLY w .., ~~<n u"'>< w,,-u ,,00 u"'-' "-'" "- " FILE NUMBER 2 1 0 2 00616 INHERITANCE TAX RETURN RESIDENT DECEDENT COUNTY CODE YEAR NUMBER I- Z W o W o W o DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL) Griffie, Jane R. 3627 SOCIAL SECURITY NUMBER 20B - 42 DATE OF DEATH (MM-DD-YEAR) 7-1-02 DATE OF BIRTH (MM-DD-YEAR) 12-6-48 THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS SOCIAL SECURITY NUMBER (IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL) N/A [!] 1. Original Return o 4. Limited Estate ~ 6. Decedent Died Testate (Attach copy alWIII) o 9. Litigation Proceeds Received o 2. Supplemental Return o 4a. Future Interest Compromise (date oldealh alter 12-12-82) o 7. Decedent Maintained a Living Trust (AtI.3ch copy 01 Trust) o 10. Spousal Poverty Credit (date 01 death belVlOOl1. 12-31-91 a~1-1-9'S) o 3. Remainder Return (date of death prior 10 12-13-82] o 5. Federal Estate Tax Return Required 1 8. Total Number of Safe Deposit Boxes o 11. Election to tax under Sec. 9113(A) (Attach Sch 0) ,.. z l!l z o "- "' w ~ o u NAME COMPLETE MAILING ADDRESS 126 East King Street Shippensburg, PA 17257 Richard L. Webber, Jr., Esquire FIRM NAME (If Applicable) ei e & As TELEPHONE NUMBER (717) 532-7388 1. Real Estate (Schedule A) 2. Stocks and Bonds (Schedule B) (1) (2) (3) (4) (5) 45,000.00 2.794.18 OFFICIAL USE ONLY 3. Closely Held Corporation, Partnership or Sole-Proprietorship z o g ;:) I- 0: <( o w ~ 4. Mortgages & Notes Receivable (Schedule Dj 5. Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E) 6. Jointly Owned Property (Schedule F) o Separate Billing Requested 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (Schedule G or LJ 8. Total Gross Assets (tolal Lines 1-7) 9. Funeral Expenses & AdministraUve Costs (Schedule H) (9) (10) 12,004.57 24,549.56 8,051.31 (6) (7) 7,343.65 (6) 63,189.14 10. Debts otDecedenl, Mortgage Liabilities, & Liens (Schedule I) 11. Total Deductions (total Unes 9 & 10) (11) 36.554.13 (12) 7fi,fi1'i 01 (13) 19,869.19 (14) 6.675.B2 12. Net Value of Estate (Line 8 minus Line 11) 13. Charitable and Governmental Bequests/See 9113 Trusts for which an election to lax has not been made (Schedule J) 14. Net Value Subject to Tax (Line 12 minus Line 13) SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES z o !;c I-' ;:) ll- :iE o o ~ 15. Amount of Line 14 taxable at the spousal tax rate, or transfers under Sec. 9116 (a)(1.2) x.o_ (15) x.O_ (16) x .12 (17) x .15 (16) 1,014.87 (19) 1,014.87 16. Amount of Line 14 taxable at lineal rate 17. Amount of Line 14 taxable at sibling rale 18. Amount of Line 14 taxable at collateral rate 6,765.82 19. Tax Due 20.0 CHECK HERE IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT Decedent's Complete Address: STREET ADDRESS 7 Railroad Avenue CITY Newville I STATE FA I ZIP 17241 Tax Payments and Credits: 1. Tax Due (Page 1 Line 19) 2. Credits/Payments A. Spousal Poverty Credit 8. Prior Payments C. Discount (1) 1,014.87 Total Credits (A+ 8 + C) (2) 3. InleresVPenal1y if applicable D. Interesl E. penaily TotallnleresVPenal1y ( D + E ) (3) 4. if Line 2 is greater lhan Line 1 + Line 3, enler the difference. This is the OVERPAYMENT. Check box on Page 1 Line 20 10 requesl a refund (4) 5. if Line 1 + Line 3 is greater than Line 2, enler the difference. This is the TAX DUE. 1,014.87 (5) (SA) (58) A. Enter the interest on the tax dUe. 8. Enter the total of Line 5 + SA. This is the BALANCE DUE. 1,014.87 Make Check Payable to: REGISTER OF WILLS, AGENT PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X"IN THE APPROPRIATE BLOCKS 1. Did decedent make a transfer and: a. retain the use or income oflhe property lransferred;......"."..."""""".................................. b. retain the right 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? ..................... ..RlCN 2. If death occurred after December 12, 1982, did decedent transfer property within n,e ifaifljat without receiving adequate consideration? ...................... ...................................... 3. Did decedent own an "in trusl for" or payable upon death bank account or security.~I!'i~ ,,!.he~ ~.... 4. Did decedent own an Individual Retirement Account, annuily, or other non.probate)!oriettY '?J( . : . : contains a beneficiary designation? ........ ............................... .............................w....... Yes ..................0 ..m 0 .....0 .............0 ...lQl] ..........0 ........0 No IKJ IKJ IKJ IKJ o ~ IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLE1E:~. Under penalties of pe~ury, I declare that I have ex.amined this return, including accompanying schedules and statements, and to the /:Jejt~'l'lf.k Declaration of preparer other than the personal representative is based on all information of which pre parer has any knowledge. ~ . G-AND FILE IT AS PART OF THE RETURN. 537 Springfield Road, Shippensburg, FA 17257 SIGNATURE OF P;lEPARER OTHER THA '~/-~L- ADDRESS 126 East King Street. Shiooensburg. FA 17257 193 Dr., Rocky Hill, CT 0606 , 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. S9116 (a) (1.1) (i)J. For dales of death on or after January 1, 1995, the tax rate imposed on the net value of transters to or for the use of the surviving spouse is 0% [72 P.S. S9116 (a) (1.1) (ii)]. The statute does not exemot a transfer to a surviving spouse from tax, and the statutoI)' 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 slepparent of the child is 0% [72 P.S. s9116(a)(1.2)]. The tax rale 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. S9116(1.2) [72 P.S. s9116(a)(I)]. The tax rate imposed on Ihe net value of transfers to or for the use of the decedent's siblings is 12% [72 P.S. s9116(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. REV-1502.EX+ (12-85) ~ij. COMMONWEALTH Of PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE A REAL EST ATE EST ATE OF Jane R. Griffie FILE NUMBER . 21-02-00616 (Property jointly-owned with Right of Survivorship must be disclosed on Schedule F) All reol estate should be reported at fair mcuket value which is defined as the pric:. at which property would b. exchanged between a wilting buy., a...d 0 willing s.lIe" neith., being compelled to buy or sell, both having reasonable knowledge of the relevant facts. ITEM NUMBER DESCRIPTION VALUE AT DATE OF DEATH 1. Real Estate, together with improvements thereon, situate at 7 Railroad Avenue, Newville Borough, Cumberland County, Pennsylvania $45,000.00 TOT A_L (Als?_ !n..!.!r. 011 line 1, Recapitulation) (If more space is needed, insert additional sheets of same size.) S'jr;;>V<JD , rP REV.1503 EX+ 14-1.16} .!li,.z\t-~. ~ SCHEDULE B STOCKS AND BONDS COMMONWEALTH OF PENNSYlVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER Jane R. Griffie 21-02-00616 (All property iointly-owned with Right of Survivorship mus1 b. disclosed on Schedule F.) ITEM NUMBER DESCRIPTION VALUE AT DATE OF DEATH 193.86 1. Sprint Corporation common stock - 18 shares @ $10.77per share 2. Verizon common stock - 68 shares @ $38.24per share 2600.32 TOTAL (Also enter on line 2, Recapitulation) (If more space is needed, insert additional sheets of same size.) $2,794.18 REV-i5Q8 EX+ {2-87) '*' SCHEDULE E CASH, BANK DEPOSITS AND MISCELLANEOUS PERSONAL PROPERTY Please Print or Type FILE NUMBER 21-02-00616 COMMONWEALTH OF PENNSYlVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Jane R. Griffie (All property jointly-owned with the Right of Survivc:Jrship must b. disclosed on Schedule F) ITEM NUMBER 1. DESCRIPTION VALUE AT DATE OF DEATH $ 800.00 1994 Saturn motor vehicle VIN #IG82G5596R2207079 2. Personal Property net proceeds of sale by Benny E. Rowe, Auctioneer 3,840.00 3. Personal Property as per appraisal by Benny E. Rowe, Auctioneer dated October 10,2002 1,772.00 4. Farmers National Bank Vacation Club account #5526329, including accrued interest. 584.25 5. Farmers National Bank Christmas Club account, including accrued interest. 105.70 6. Erie Insurance-refund of portion of premium 50.00 7. Comcast Cable - refund of portion of premium 17.08 8. Bates Pa. Volumes 125.00 9. Clothing 100.00 10. Genealogy records 25.00 11. Refund credit protection 8.99 12. The Hartford - Check un-cashed as of DaD 115.25 13. Sprint Corporation - Check uncashed as of DaD 1.50 14. Internal Revenue Service - refund of 2002 personal' income tax 506.54 I TOTAL (Also enter on line 5, Recapitulation) $ 8051. 31 (At~cch cciciit;onci 8':" x ~1" 5heet~ jf more sP:Jce is neec:iec.l REV-ISlaEX+ (2-07} .. 1 SCHEDULE G J _ COMMONWEALTH Of PENNSYlVANIA TRANSFERS INH::JrC'E~~Eo'E~DREEJ~RN PLEASE PRINT OR TYPE ESTATEOF~~~-~-~~~~~ALENUMBER ------- Jane R. Griffie 21-02-00616 THIS SCHEDULE MUST BE COMPLETED AND FILED IF THE ANSWER TO ANY OF THE QUESTIONS ON THE REVERSE SIDE OF THE COVER SHEET IS YES. --~._----- -- DECD. DOLLAR VALUE % Of DECEDENT'S INT. _ _ INTEREST ITEM DESCRIPTION OF PROPERTY EXClUSION TOTAL VALUE NUMBER Include name of the transferee, their relationship to decedent, date of transfer. OF ASSET - -~--------------~- 1. Farmers National Bank Savings Account # 5001010 Dallas Rife. II Brother of decedent Date of Transfer: 2-21-02 3000.00 4691.87 100 4691.87 Less Exclusion -3000.00 2. Farmers National Bank Checking Account #14-879-2 5651.78 100 5651. 78 Dallas Rife, II Brother of decedent Date of transfer: 2-21-02 ---------- TOTAL (Also enter on line 7, Recapitulationl ~) 343.65 _ (If more space is needed, insert additional sheets of same size.) A:EV.1511 Ex"+ (7_881 ESTATE OF ITEM NUMBER A. 2. 3. B. 2. 4. C. 1. 2. 3. 4. 5. 6. 7. 8. 9. PI.a.. Print or Typ. FIL~ NUMBER 21-02-00616 . SCHEDULE H FUNERAL EXPENSES, ADMINISTRATIVE COSTS AND MISCELLANEOUS EXPENSES COMMONWEALTH OF PENNSYlVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT Jane R. Griffie DESCRIPTION 1. Funeral Expenses: Flowers by Mountain Lakes Egger Funeral Home Dalles Rife II - Reimbursement for monument 1. Administrative Costs: (1) Helen Kanupka (2) Donna Weer Personal Representative Commissions Social Security Number of Personal Representative: Year Commissions paid 2003 )0)")(;6'107 1'1 q .. %,. - <377'1 3. Allorney Fees Weigle & Associates, P.C. Family Exemption Claimant Relationship Address of Claimant at decedent's death Street Address City Stale Zip Code Probate Fees Register of Wills Miscellaneous Expenses: Cumberland Law Journal The Sentinel Farmers National Bank - Fee for checks Boston Equiserve Limited - Transfer fee for Verizon stock UMB Bank, N.A. - Transfer fee for stock Postmaster - Postage Postmaster - certified mail AMOUNT $ 106.00 6210.85 450.00 746.28 746.28 3000.00 162.00 75.00 80.87 12.00 20.46 3.00 26.89 4.42 Postage - reimbursement to Helen Kanupka Helen Kanupka - reimbursement for notary fees and short certificate 25.00 35.02 (continued) TOTAL (Also enter on line 9, Recapitulation) (If more space is needed, insert additional sheets of same size.) S Continued ESTATE OF Jane R. Griffie ITEM NUMBER SCHEDULE H (Continued) FILE NUMBER 21-02-0616 AMOUNT 10. 85.00 11. 12. 13. DESCRIPTION South Central Home Settlements ~ preparation of Deed Overnight mail fee for mortgage payoff Register of Wills - filing fee for inventory and inheritance return Register of Wills ~ Reserve for filing fee for First and final Accounting and Schedule of proposed distribution TOTAL $ $ 15.50 $ 25.00 $ 175.00 $ 12,004.57 . ,,;-.,,. REV_1S12 fX+ P-93) '* SCHEDULE I DEBTS OF DECEDENT, MORTGAGE LIABILITIES AND LIENS Please P,int or Type FILE NUMBER 21-02-00616 COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Jane R. Griffie ITEM NUMBER DESCRIPTION AMOUNT $ 149.08 63.57 23.04 61.38 69.41 149.08 12.16 26.00 57.00 61. 38 18.48 65.00 2463.28 529.19 23.07 11. 83 20,184.15 66.57 450.00 53.51 6.54 5.84 1. Washington Mutual Finance 2. PP & L 3. Sprint 4. AT & T Wireless 5. Newville Water and Sewer Authority 6. Washington Mutual Finance 7. Sprint 8. PP& L 9. Erie Insurance Group 10. AT & T Wireless 11. Discover Platinum 12. Kough's ~il Service 13. Washington Mutual Finance 14. Bankcard Service 15. PP& L 16. Waste Management of Central PA 17. Farmers National Bank - Mortgage Account # 8700761 18. Net Real Estate taxes paid at settlement 19. PA Dept. of Revenue - Transfer tax on sale of real estate 20. Newville Water and Sewer Authority - Final bill 21. Capital Tax Collection Bureau - 2002 local income tax 22. PA Dept of Revenue - 2002 personal income tax TOTAL (Also enter on line 10, Recapitulation) S24,:iL-!<1.SG (If more space is needed, insert additional sheets of same size.) ,REV-1S13 EX'.. (2-87) . COMMONWEALTH Of PENN$.YW"NI" INHEIITANCI! TAX RIETURN RESIDENT DI!CI!DfNT SCHEDULE J BENEFICIARIES Jane R. Griffie FI LE NUMBER .21-02-0616 ESTATE OF ITEM NAME AND ADDRESS OF BENEFICIARY RELATIONSHIP AMOUNT OR NUMBER SHARE OF ESTATE A. Taxable Bequests: 1. SEE EXHIBIT A ITEM NUMBER NAME AND ADDRESS OF BENEFICIARY AMOUNT OR SHARE OF ESTATE B. Charitable and Governmental Bequests: 1. SEE EXHIBIT B TOTAL CHARITABLE AND GOVERNMENTAL BEQUESTS IAlso enter on line 13, Recopitulotion) S (,f more 'poce is needed. ins.rt additional she.ts of same size) ESTATE OF FILE NUMBER Jane R. Griffie SCHEDULE J 21-02-0616 ITEM NAME AND ADDRESS OF BENEFICIARY RELATIONSHIP AMOUNT OR NUMBER SHARE OF ESTATE I. Michael Clepper Nephew $ 200.00 204 Richland Road Carlisle, PA 170]3 2 Timothy Clepper Nephew $ 200.00 8] 5 Torrey Pine Drive Sumter, SC 29150 Nephew $ 200.00 3. Mark Clepper Nephew $ 200.00 210 Pondemsa Road Carlisle, PA 17013 4. Scott Calaman Nephew $ 200.00 1 Forest Breeze Court Fort Walton Beach, FL 32547 5. Keith Calaman Nephew $ 200.00 1841 Walnut Bottom Road Newville, PA 17241 6. Krista Rife Niece $ 193.86 437 Ohio A venue Chambersburg, PA \720\ 7. Darlene Rife Langley Niece $ 60.00 5525 Callander Drive Springfield, V A 22151 8. Leah Rife Niece $ 402.00 10814 Winchester Avenue Bunker Hill, West Virginia 25413 9. Jim Rife Nephew $ 1,055.00 9872 Winchester Avenue Bunker Hill, West Virginia 25413 10. Helen Kanupka Cousin $ 255.00 \ 93 North Condor Drive Rocky Hill, CT 06067 11. George Kanupka Cousin's Child $ 1,300.16 193 North Condor Drive Rocky Hill, CT 06067 12. Rebecca Kanupka Cousin's Child $ 1,300.16 193 North Condor Drive Rocky Hill, CT 06067 EXHIBIT A (Page I) ESTATE OF Jane R. Griffie ITEM NUMBER SCHEDULEJ NAME AND ADDRESS OF BENEFICIARY FILE NUMBER 2]-02-0616 RELATIONSHIP AMOUNT OR SHARE OF ESTATE 13. 2,000.00 14. Zelda Heller PO Box 546 Penn Valley, CA 95946-0546 Louise Ohrum PO Box 546 Penn Valley, CA 95946-0546 Aunt Cousin TOTAL EXHIBIT A (Page 2) $ $ 2,000.00 $ 9,766.18 '. ESTATE OF Jane R. Griffie ITEM NUMBER I. 2. 3. 4. 5. 6. 7. 8. 9. 10. II. SCHEDULE J NAME AND ADDRESS OF BENEFICIARY Newville Historical Society 69 South High Street Newville, PA 17241 Pikeville College 147 Sycramore Street Pikeville, Kentucky 4150 I Special Olympics ofNewington, Connecticut Newington Sr. Disability Center Newington, CT 06111 Special Olympics of the Capital Area 4076 Market Street Camp Hill, PA 17011 Humane Society of Harrisburg Area, Inc. Sinclair & Eppley Roads Mechanicsburg, PA 17055 PAWS, Inc. PO Box 855 Camp Hill, PA 17011 Marines Toys for Tots Attn: I" Sgt. Saullo 2991 North 2"' Street Harrisburg, P A 1711 0 Salvation Army 20 Easr Pomfret Street Carlisle, PA 17013 Kayenta Indian Missions c(o Kayenta Presbyterian Church PO Box 277 Kayenta, AZ 86033 Pine Ridge Indian Reservation c/o John Yellow Birde Steele, President of Oglala Sioux Tribe Pine Ridge, SD 57770 Newville Little League aka Newville Little League, Inc. Little League Avenue Newville, PA 17241 EXHIBIT B TOTAL FILE NUMBER 21-02-0616 RELATIONSHIP AMOUNT OR SHARE OF ESTATE $ 250.00 $ 2,000.00 $ 2,202.40 $ 2,202.40 $ 2,202.40 $ 2,202.40 $ 2,202.40 $ 2,202.40 $ 2,202.40 $ 2,202.40 $ 0.00 $ 19,869.19 , 'J v ~ v .~) -'J i'--- :~ j "i , , :51", " - JEnst lIlIill null Wtstnnuut OF JANE R GRIFFIE I, JANE R. GRIFFIE, of 7 Railroad Avenue, Newville, Cumberland County, Pennsylvania, being of sound and disposing mind, memory and understanding, do make, publish and declare this to be my Last Will and Testament, hereby revoking and making void all previous Wills and Codicils heretofore made by me, FIRST I order and direct my Executors hereinafter named to pay all of my just debts, funeral expenses and expenses involved or connected with the administration of my estate as soon after my death as is reasonably possible, However, my Executors need not accelerate and pay those unmatured obligations whic.1i;Uifiis, her 6r-itSopinion, it might , be proper and more advantageous to retain or renew and pay as they become due and payable, If I do not own a burial plot or a grave marker at the time of my death, I authorize my ExecutorlExecutrix, in his, her or its sole discretion, to purchase a burial piot and to erect a suitable grave marker at my grave, and to expend sums from my estate for this purpose, GRIFFIE & ASSOCIATES ATTORNEYS_(l.T .LAW 200 NORTH HANOVER sTREEf'age I of 10 CA8LlSLE. PENNSYLVANIA 17013 CHAM8ERS8URG PENNSYLVANIA 'J ..~ '~ .~. ~.., ,}~ ,<- . .n. """""~'" :,.~.."",: SECOND I give, devise and bequeath the following property, with all insurance proceeds thereon as follows: A. The sum of TWO HUNDRED AND XX/loo ($200,00) DOLLARS shall pass to each of my nephews, namely, MICHAEL CLEPPER, TIMOTHY CLEPPER, MARK CLEPPER, SCOTT CALAMAN and KEITH CALAMAN. B, All items of personal property in my home, including household furnishings, furniture, appliances, Home Interior items and all other personal property upon which I have placed a specific individual's or institution's name, it is my intention and desire that my Co-Executrices provide that item of personal property to that named individual or institution as their sole possession, c. I direct my Co-Executrices hereinafter named to divide my additional personal property as I have listed on the separate memorandum placed here with my Last Will & Testament, orwhich-memornndu-;;;--h;s"b~~pli\()ed with my hereinafter named legal counsel, such that the personal property items which I deemed to be from the "Rife" side of my family will pass to my nieces, KRISTA RIFE, DARLENE RIFE lind LEAH RIFE, and my nephew, JIM RIFE, to be divided equivalently among my three nieces and one nephew as they may agree with the assistance of my Co-Executrices. Similarly, all items GRIFFIE & ASSOCIATES Attorneys At Law :lOll N. lfilltOl'1'r Street n ..~~~r~'Y" . . .. i. ~ - on the listing that have come from the "Peffer" side of my family as so noted on my memorandum shall pass to my cousin, HELEN KANUPKA, and her children as my Co-Executrices deem appropriate. D. I further direct my Co-Executrices hereinafter named to review all of my remaining personal property after the above distributions to determine what items, if any, would be of value or interest to the Newville Historical Society, including, but not limited to, items such as the Bates Pa. Volumes (four volumes) and the Chambersburg Newspaper of July 1863. Any such items that my Co-Executrices deem to be valuable or of interest, such as the items ~ E. .." ~~ }: referenced above, shall be provided to the Newville Historical Society. I direct my Co-Executrices to secure the stock certificates in my safe deposit box at Farmers National Bank in Newville and provide for the transfer of my Verizon stock to my cousin's children, namely, GEORGE KANUPKA, IV, and REBECCA KANUPKA, to be divided equally between them, and my remaining stock inY~_~tnJ~nts to my niece, KRISTA RIFE. .-._,~-_..-- THIRD I direct that my Co-Executrices sell my real estate located at 7 Railroad Avenue, Newville Borough, Cumberland County, Pennsylvania. The manner in which they sell the property shall be to their sole discretion, whether that be through their personal efforts, through the assistance of my legal counsel, through the use of a Realtor, or through the auctioning of the property. The net proceeds of the sale of my aforesaid real estate shall be divided as follows: ., till ,\..' f1 {l1l(Jt'cr Street GRIFFIE & ASSOCIATES Attorneys At Law Page 3 of 10 38 N. Main Street Cltllmbersburg, PA 17101 , , ,1.i"''',.,.,.d .....'......""ATI";"sun'iof TWO THOUSAND i\ND XX/IOO ($2,000.00) DOLLARS to 'j ~ , )- PIKEVILLE COLLEGE, Pikeville, Kentucky; B. The sum of TWO THOUSAND AND XX/loo ($2,000.00) DOLLARS to my aunt, ZELDA HELLER; C. The sum of TWO THOUSAND AND XX/loo ($2,000.00) DOLLARS to my cousin, LOUISE OHRUM; D. The entire remaining divided as follows: (1) TWENTY-FIVE (25%) PERCENT to be divided equally between the Special Olympics ofNewington, Connecticut, and the Special Olympics of the Capital Area; (2) TWENTY-FIVE (25%) PERCENT to be divided equally between the Humane Society Branch that serves Cumberland County, Pennsylvania, and PAWS; (3) TWENTY-FIVE (25%) PERCENT to be divided equally between the Marine's Toys for Tots effort and the Salvation Army for purposes of purchasing Christmas presents for children .attheir annual Christmas party; and (4) TWENTY-FIVE (25%) PERCENT to be divided equally between the Kayenta Indian Mission in Kayenta, Arizona, and the Pine Ridge Indian Reservation in South Dakota. FOURTH The rest, residue and remainder of my estate that exists after the payment of all of my just debts, funeral expenses, and expenses involved in the administration of my estate, GRIFFIE & ASSOCIATES Attorneys At Law Page 4 of 10 200 N. Hanover Street Carlisle, PA 17013 38 N. Main Street Chambersburg, PA 17201 J , -...- 'j .~ ~ } including any inheritance or estate taxes, as described in the First paragraph herein, and the distributions of personal property and proceeds as hereinbefore described, my Co- Executrices shall be entitled to receive compensation in the amount of FIVE (5%) PERCENT of my net estate to be divided equally between the two of them for their services as Co-Executrices of my estate. Otherwise, the rest, residue and remainder of my estate shall be liquidated in any fashion that my named Co-Executrices deem appropriate with any such proceeds secured therefrom being divided equally between the Newville Historical Society and the Newville Little League. However, my Co-Executrices each shall be afforded the opportunity to retain remaining items of personal property that they may wish to retain as their sole possession prior to the final liquidating of my personal property. FIFTH I direct that my Co-Executrices hereinafter named use the services of my brother, DALLAS RIFE, for purposes of appraising all of the personal property that is distributed as hereinbefore set forth for purposes of placing a present value on those items to assist in the preparation of any inheritance or estate tax returns. SIXTH I grant my ExecutorlExecutrix the following powers in addition to and not m limitation of such powers as my ExecutorlExecutrix shall hold by law: (a ) To retain all property received including the stock of any corporate fiduciary acting hereunder, provided such property remains productive. (b) To join in any corporation, partnership, recapitalization, merger, reorganization or voting trust plan; to delegate authority with respect thereto; GRIFFIE & ASSOCIATES Attorneys At Law Page 5 of ] 0 to deposit 200 N. Hanover Street Carlisle. PA 17IJ13 38 N. Main Street ChambersbufX, PA 172 investments under agreements and pay assessments; and generally to exercise all rights of investors, including but not limited to, the voting of shares. (c) To manage, operate, repair, improve, mortgage or lease on any terms any real estate held or owned by my estate. (d) To operate any business that I may own at my death. ( e) To invest any funds of my estate in any stocks, bonds, notes or other securities or property, real or personal, without regard to the principle of diversification or any other statute or general rule of law in his, her or its absolute discretion, '- it being my intention to give my Executor/Executrlx the broadest investment ""--- ~ .~. * ~ .~~ powers possible, providing such investments do not unnecessarily prevent the prompt settlement of my estate. (f) To sell or otherwise dispose of any property, real or personal, tangible or intangible, at any time fonning a part of my estate in any manner and on such terms and conditions as my Executor/Executrix shall see fit in his, her or its absolute discretion. ",..' (g) To borrow money for the payment of taxes or for any other proper purposes in the administration of my estate, and to mortgage or pledge estate assets as security. (h) To compromise claims without court approval including, but not limited to, any controversies with the United States of America or the Commonwealth of Pennsylvania concerning estate and inheritance taxes on any interests that may pass under this my Last Will and Testament. "/1n N Hanover Street GRIFFIE & ASSOCIATES Attorneys At Law Page 6 of 10 38 N. Main Street Chambershurg, PA 17201 (i) To distribute in cash or in kind upon'any division or distribution or my estate. G) To undertake any and all acts deemed necessary and proper by my Executor/Executrix for the proper, advantageous and prompt management of the settlement of my estate. (k) In general, to exercise all powers in the management of my estate which any individual could exercise in the management of similar property owned in his own right, upon such terms and conditions as to him, her or it may seem best and to execute and deliver all instruments and to do all acts which he, she or it y' ..J .~ ~ :~ '~ ~ deems necessazy or proper to carry out the purposes of this, my Last Will and Testament. SEVENTH No interest of any beneficiary of my estate, either in income or in principal, shall be subject to anticipation or pledge, assignment, sale or transfer in any manner, nor shall any beneficiary have the power in any manner to charge or encumber his interest either in income or principal, nor shall the interest of any beneficiary be liable or subject in any manner while in the possession of my Executor/Executrix for the liability of such beneficiary. EIGHTH I nominate, constitute and appoint cousin, HELEN KANUPKA, and my dear mend, DONNA WEIR, or their survivor, as Co-Executors of this my Last Will and Testament. I direct that my ExecutorlExecutrix shall not be required to give or post bond for the faithful performance of his, her or its duties in this or any other jurisdiction. "''''' ,r rr~U'11''''''' ,'~fr"{'t GRIFFIE & ASSOCIATES Attorneys At Law Page 7 of 1 0 38 N. Main Street {""',,,hf'~hurf!, P.l ]i20] ...1'.'\ I". .:) ,~t r"l:l. .:;....,'i\.,:}.,.. . . . ~~-NlNTIr.> ~. ...~ I hereby declare it to be my expressed desire that my ExecutorlExecutrix employ the law firm of Griffie & Associates, of Carlisle, Pennsylvania, for legal advice and assistance regarding this my last Will and Testament, they having considerable knowledge of my affairs, views and wishes respecting any matters that may arise at the probate of this instrument, the administration of my estate, and the execution of the powers herein mentioned. IN WITNESS WHEREOF, I have hereunto set my hand and seal to this, my Last Will and Testament, consisting often (10) typewritten pages, the first seven (7) of which bear my signature on the side margin, for purpose of identification, this ? l) day of /Jov-t !lV\ Io-v , 200 l. ~~~L~f~ ANE R. G L/ 200 N. HanOl'er Street GRIFFIE & ASSOCIATES Attorneys At Law Page 8 of 10 38 N. Main Street Chambersburg, PA 17201 .- "'-'''"1'' ",",,' ;:.~'-.:,,<!--~";' ,., ': ,... 'T:"'. :....".'~:''"'''-.~-..,.~-,.., ,,_.....,',p..-"~..~. .~ ,""'......;,._..,,~..., ~ '" .~. .,,,......- ~ '.~~'~.',' .~-~-- ACKNOWLEDGMENT COMMONWEALTIf OF PENNSYLVANIA: : SS. COUNTY OF CUMBERLAND I, JANE R. GRIFFIE, the Testatrix whose mime 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 and Testament; that I signed it willingly, and that I signed it as my free and voluntary act for the purposes therein expressed. ~'4!~&r JANE R. . .Y Sworn or affirmed and acknowledged before me by JANE R. GRIFFIE the Testatrix this 3 D day of f0Wf.. m 'P-u- ,2001. ~ f ~4f1J<1 Notarial Sear Karisa J. Lehman, Notary Public Ca~lsle Boro. Cumbe~and County My Commission Expires Aug. 25. 2003 200 N. Hanover Street Carlisle, PA 17013 GRIFFIE & ASSOCIATES Attorneys At Law Page 9 of 10 38 N. Main Street Chamber"burg, PA 1720] ~.T. '''': , AFFIDAVIT COMMONWEALTH OF PENNSYL VANIA: : SS. COUNTY OF CUMBERLAND {{.-hr;.,]', Gv,ha-I<- WE, and i3{"o.dle..~ f.- G.r~~<:: the witnesses whose names are attached to the foregoing document, being duly qualified according to law, do depose and say that we were present and saw the Testatrix sign and execute the instrument as her Last Will and Testament; that she signed willingly and that she executed it as her free and voluntary act for the purposes therein expressed; that each subscribing witness in the hearing and sight of the Testatrix signed the Last Will and Testament as witnesses and that to the best of our knowledge the Testatrix was at the time 18 or more years of age, of sound mind and under no constraint or undue influence. Sworn or affirmed and subscrib {2c 01 r1-J. frO) her JI1 this efore me by t) (((cUi 0 L f:r oj( c 10 day of !J;ftM!J-v , 2001. and (f~~~~ Notary Pub 'c Notarial Seal . . J Lehman Notary PublIC Kansa . , d County Carlisle Bora. cumberlaAn 25 2003 My Commission Expires ug, I GRIFFIE & ASSOCIATES Attorn"l'.' At l.ow U.S. DEPARTMENT OF HOUSING AND URBAN DEVELOPMENT File Number: OVERR SETTLEMENT STATEMENT p""p, FlNAL_ SETTLEMENT CHARGES lAID FROM PAID FROM I I TOTAL SALES/8ROKER'S COMMISSION based on orice $45,000.00 = 8~RROWER'S SELLER'S '. Division of comml.alcm flIne 700) 8S follows: . FUNDS AT FUNDS AT : . '0 SkTTLEMENT SETTLEMENT : $ to CommlSlllon aaid at Settlement l ). ITEMS PAYABLE IN CONNECTION WITH LOAN , lORn Orl91natlon Fee % I Loan Discount % Anoralsal Fee I I. CredIt Report ; Lender'" IMpaction Fee ~. Mortpaqe ADDllcation Fee , Assumption Fee I , I I. ) , 0 ITEMS REQUIRED BY LENDER TO 8E PAID IN ADVANCE I Interest From to @$ Iday 2 MortoagQ InI~UTanCa Premium for to ! HaZArd lnsu,anclt PremIum for to -- . ---j 5 lO RESERVES DEPOSITED WITH LENDER FOR ! 11 HR'llUd Insurance mo @S Iron I 12 Mortgage Insurance mo @!i Imo I )] City PropertY Tau. mo @$ Imo I )4. County Property TUGll mo @S 19.15 Imo )5 School Tax mo @S 50.20 Imn )9 AQ'Qreqate Analvsls Adhlslment 0.00 O.O(L 00 TITLE CHARGES I 111 Settle-mrmt or r.I0Rlnl;J (09 112 Abstract or title I.Aluch 1 03 Title axamlnatlon 04 TIUA Insurance binder OS Onr:ument Praparatlon to SOUTH CENTRAlJ HOME SETTlJEMENT 85.00 os .. NOTARY PUlllJIC 4.00 01 Attorney'" fees Onr:ludAS abov@ It.ms No' } 08. Title Insurance to Stewart Title Guaranty Company 528.75 (Inr.lud(!.!;. above Items No: 1 I 09 lendar's Polley I 10 Ownar'!il Polley 45,000.00 - 528.75 11. I 12. '3.. )0 GOVERNMENT RECORDING AND TRANSFER CHARGES 1. Recordlno Fe'Hi Del!d Ji 28 .50 ' Mortga(jle S . RAIAlIA8 S ! 28.50 2 CIt,y/Countv tax/stilmlJ& Deed $450.00 . Mort08{J9!1 I 450.00 , Stille Tax/stamp. Deed $450.00 . Mort.Q8ge S I 450.00 , ; o ADDITIONAL SETTLEMENT CHARGES Survey --- Pell.t Inspection - 02J03 SCHOOL TAXES 10 IlETTY lJ. HOCKENSMITH, TAX COlJlJECTOR 602.40 OVERNIGHT MAIL to Irwin, McKnight & Hughes 15.50 FINAL WATER BILL #836 '0 BOROUGH OF NEWVILlJE 53.51 -i I I TOTAL SETTLEMENT CHARGES {enter on IInas 103. Bilello" J and 602. Section KL Il,011.2S 1,206.41 HUD CERTIFICATION OF BUYER AND SELLER ! I . "."fu", ',,".."d Ih. HUD-' s,...%.nt and 10 fh, "" Of::& knowl.dg. .nd b.".f, " ,. ,Iro. ,"d "'"",,.. ,"'.m.nl of ," '''''pl. ,nd dlabu,..m.nta m,d. on m, ,,,aunt,,, b Is tral\&ac\lon.l further certify th.at' l'IilV9 ,eeel\! a copy of the HUO-1 58 lemBnt Statemllllt. \ ~-t:~ ~ .' ~ r S~"'PE OVER ~ 'EOF JANE RIFE GRJFFIE ;:~ )1!lAa~L ~_ '-t.\./bU.. ~ li~<4.. ii!N/J dJC~ NA WEER, CO-EXECUlRIX J HELEN KANUPKA, GO-EXECUTRIX ' By: (rue and acwrate account of <<lIs trarllr.acUo ordancfl' with thIs statement. '3: IT IS A CRIME TO KNOWiNGLY MAKE fAl.SE STATEMENTS TO lHE rr .AlES ON THIS Oft ANY SIMILAR fORM. PENAL nES UPON CONVICTION .UDE A FINE AND IMPRISONMENT, FOR DETAILS SEe TITLE 18: IE SECTION 1001 AND SECTION 1010. :<.press Settlement System Printed 09/19/2002 at 15:47 REV. ]JUD-I (31S6) U.S. DEPARTMENT OF HOUSING AND URBAN DEVELOPMENT SETTLEMENT STATEMENT L. SETTLEMENT CHARGES 700 TOTAL SALES/BROKER'S COMMISSION based on orice $45.000.00 = . Division of commlulon mOB 700' as fol!oWI" 701 Jl to 702 S to 103 COmml.!lBion aald at Setthunent 800. ITEMS PAYABLE IN CONNECTION WITH LOAN 801 1 Dan Orl9lnll.t1on Fee 802 Loan DIAcount 803 Aporalsal FAe 804. Credit Renort 805. LAnder's Inspection Fee % % 806. 807 BOB B09 810 811. 900 ITEMS REQUIRED BY LENDER TO BE PAID IN ADVANCE 901. Interest From to @S 902 MOrtDlI09 InJilllrance Premium for to MortaRq,e Appllc8tlon Fee A.!ummption Fee Iday gu3 Hazard Insurance PremIum for 904 905 1000 RESERVES DEPOSITED WITH LENDER FOR .....1001 Hsurd Insurance mo @ S 1002 Mortgage Insurance me @$ 1003. CIty Prooerw TaxA. mo @S 10Q4 CounW Prooerty Ta:ces mo @ $ to . Imn Imn Imo 19.15 Imn 50.20 Imo 1005 School Tax 1009 A90regate Analvsis Adluslment 1100 TITLE CHARGES roo rijlS 1101 SeHIAment or clcill.lng fee 1102 Abstract or title search 1103 Title examInation 1104 TItle Immranca binder 1105 Document PreparatIon 11m; Notary FeeB 1107 AttomeY'B fellS (Includes abnve Items No' 1108 Title Inllurance (Includes above Itams No' 1109 Lender's Policy 1110 Owner's Pnllcv 1111 1112 11'\3 to SOUTH CENTRAL HOME SETTLEMENT to NOTAll.Y PUBLIC to Stewart Title Guaranty Company 45,000.00 - 528.75 1200 GOVERNMENT RECORDING AND TRANSFER CHARGES 1201 Recordlno Fees Deed S 28.50 . MortQacA S -1202 Cltv/Cnuntv tax/stamos Deed S 4 5 0 . 00 1203 State Tax/stamos Deed $450.00 : Release S . Mortg~ge t . Mortgage $ 1204 1205 1300 ADDITIONAL SETTLEMENT CHARGES 1301 Survey 1302 Pest Inlloec:tlon 1303 02103 SCHOOL TAXES 1304 OVERNIGHT MAli 1305 FINAL WATER BILL #836 1308 ia07 1308 to BETTY L. HOCKENSMITH. TAX COLLECTOR to Irwin, M.cKnight &. Hughes w BOll.OUGR OF NEWVILLE 1400. TOTAL SETTLEMENT CHARGES lenteron lines 103. Section J and 502 Section KL File Number: OVERR PAGE 2 Fltlbl, rAID FROM B~RROWER'S FUNDS AT S TTLEMENT PAID FROM SELLER'S FUNDS AT SETTLEMENT 450.00 602.3JL 15.50 53.51 1,206.41 HUO CERTIFICATION OF BUYERANe SELLER I :d]1 have car;efully reviewed the HUD.1 settle,mzent Statement and to lM be.t a{ my kno'f4\l!dge and bl!llet, It Is a true and al:curate statement of all receipts ~nd disbursements made on my account or b thlB tTannetlan I further eertify that 1 have recelv a copy of the HUe-, Settlement Statement. I \ c{)- . -. ., T.~.. -' j R BERT S ARPE OVER ESTATEOFJANERIFEGRIFFIE ~ ;-r:~~_ Utf-tMU.. aJ..li/v l~<4. atl'A a;;"'.d/ By: DONNA WEER, CO.eX.ECUTRIX f HELEN KAHUPKA., CQ-E.XEC\J1RIX ' WARNING: IT IS ACRIME TO I(NOwiNGL Y MAKE FALSE STATEMENTS TO lliE UNITED STATES ON THIS OR ANY SIMILAR FORM. PENAL TIES UPON CONVICTION CAN INCLUDE A FINE AND IMPRISONMENT, FOR DETAILS SEE TITLE 18: U.S. CODE SECTION 1001 AND SECTION 1010. ~- 28.50 450.00 i I I 1,011.25 The HUD-1 Settlement Statement which I have prepared III true and aCQJralR account of this transacllo I have caused orwlU causn the funds 10 be dlllburaed In ae ordance with this Iltatemenl BY'~ TitteExpress Settlement System Printed 09119/2002 at 15:47 REV. lIUD-1 (3/86) f(' ((); U' i~' 'U'" ~ ',~-,," THIS DEED 51- MADE THE d} day of September in the year of our Lord two thousand two (2002). BETWEEN HELEN KANUPKA and DONNA WEIR, a/k/a DONNA WEER, EXECUTORS of the Last Will and Testament of JANE R. GRIFFIE, a/kIa JANE P. GRIFFIE, late of the Borough of Newville, Cumberland County, Pennsylvania, hereinafter referred to as Grantors, AND ROBERT SHARPE OVER, of 100 Big Spring Avenue, Newville, Cumberland County, Pennsylvania, hereinafter referred to as Grantee, WHEREAS, the said Jane R. Griffie, aJk/a Jane P. Griffie, was vested in her lifetime with title to premises hereinafter described, situate in the Borough of Newville, County of Cumberland and Commomvealth of Pennsylvania; and, WHEREAS, the said Jane R. Griffie, aJk/a Jane P. Griffie died testate on July 1, 2002, and her Last Will and Testament was duly probated in the Register of Wills Office in the County of Cumberland; and WHEREAS, the said real estate hereinafter described were not specifically devised, and the said Helen Kanupka and Donna Weir, aJk/a Donna Weer, qualified as Executors of the Last Will and Testament. NOW THEREFORE, this Indenture Witnesseth that the said Helen Kanupka and Donna Weir, ak/a Donna Weer, as Executors aforesaid, for and in consideration of the sum of Forty Five Thousand Dollars ($45,000.00), lawful money of the United States of America to him/her in hand paid by the said Grantee(s), at and before the sealing and delivery hereof, the receipt whereof is hereby acknowledged, have granted, bargained, sold, aliened, released and confirmed, and by these presents, by virtue of the power and authority of Helen Kanupka and Donna Weir, aJk/a Donna Weer, vested by the Probate, Estates and Fiduciaries Code of the Commonwealth of Pennsylvania, does grant, bargain, sell, alien, release and confirm unto the said Grantee, his heirs and assigns, ALL that certain tract of land with. improvements thereon erected, situate in the Borough of Newville, Cumberland County, Pennsylvania, more particularly bounded and described as follows; ON the North by Walnut Street; on the West by lands now or formerly ofU-Wana-Wash Frocks, Inc.; on the East by lands now or formerly of David and Nancy Rife; on the South now or formerly by the Cumberland Valley Railroad right of way having a frontage of 30 feet 6 inches along the railroad right of way and extending an even width with 261 feet, more or less, in depth to Walnut Street, and being improved with a 2 Yz story brick dwelling house. WEIGLE & ASSOCIATES, P.c. - ATTORNEYS AT LAW - 126 EAST KING STREET - SHIPPENSBURG, PA 17257-1397 BEING that same real estate that Richard Griffie and Jane R. Griffie, husband and wife, by their deed dated December 27, 1991 and recorded in the Office of the Recorder of Deeds in and for Cumberland County, Pennsylvania, in Deed Book "L", Volume 35 at Page 756, conveyed to Jane R. Griffie. The said Jane R. Griffie, alk/a Jane P. Griffie, died July 1, 2002. The Last Will and Testament of Jane R. Griffie, a/k/a Jane P. Griffie, dated November 30, 2001, was entered for Probate in the Office of the Register of Wills in and for Cumberland County, Pennsylvania. On July 5, 2002, Letters Testamentary at Estate Number 2002-00616 were granted to Helen Kanupka and Donna Weir, a/k/a Donna Weer, Executors, Grantors herein. TO HAVE AND TO HOLD the said messuage or tenement and tract of land, hereditaments and premises hereby granted and released, or mentioned and intended so to be, with the appurtenances, unto the said Grantee(s), their heirs and assigns, to and for the only proper use and behoof of the Grantee, his heirs and assigns, forever. AND the said Grantors, Executors as aforesaid, their heirs, executors and administrators, do covenant, promise' and agree to and with the said Grantee, his heirs and assigns, by these presents, that . the Grantors have not done., committed any act, matter or thing whatsoever whereby the premises hereby granted, or any part thereof, is, are, shall or may be impeached, charged or encumbered entitle, or otherwise howsoever. IN WITNESS WHEREOF, the said Executors of the Last Will and Testament of Jane R. Griffie, a/k1a Jane P. Griffie, deceased, Grantors herein, have hereunto set their hands and seals the day and year first above written. Signed, Sealed and Delivered In the Presence of: ESTATE OF JANE R. GRIFFIE, AfK/A JANE P. GRIFFIE, DECEASED ~ /!./-;;/Lj \ v~~ Hele Kanupka Executor of the L st Will and Testament of Jane R. Griffie, a/k1a Jane P. Griffie ''1 Y /L_~Lj ~tL 11 L ~J Donna Weir Executor of the Last Will and Testament of Jane R. Griffie, alk/a Jane P. Griffie ilu.AUp. Y-LJjJ P^,.J Donna Weer Executor of the Last Will and Testament of Jane R. Griffie, a/k/a Jane P. Griffie ~Y~'-"t/l~ - /' WEIGLE & ASSOCIATES, Pc. - ATTORNEYS AT LAW - 126 EAST KING STREET - SHIPPENSBURG, PA 17257-1397 COMMONWEALTH OF PENNSYLVANIA SS. COUNTY OF CUMBERLAND On this, the 'dJ;+ day of September, 2002, before me, a Notary Public in and for said County and State, the undersigned officer, personally appeared Helen Kanupka, Executor of the Last Will and Testament of Jane R. Griffie, a/kJa Jane P. Griffie, known, known to me (or satisfactorily proven) to be, the person whose name is subscribed to the within instrument, and acknowledged that he/she executed the same for the purposes therein contained. IN WITNESS WHEREOF, I hereunto set my hand and official seal. NOTARIAL SEAL RICHARD L. WEBBER JR" NOTARY PUBLIC SHIPPENSBURG BORO, CUMBERLAND COUNTY MY COMMISSION EXPIRES JULY 15, 2006 ~ // /G-'-/~L4- Notary Public ' COMMONWEALTH OF PENNSYLVANIA SS. COUNTY OF CUMBERLAND On this, the :; i[1- day of September, 2002, before me, a Notary Public in and for said County and State, the undersigned officer, personally appeared Donna Weir, a/kJa Donna Weer, Executor of the Last Will and Testament of Jane R. Griffie, a/kJa Jane P. Griffie, known to me (or satisfactorily proven) to be, the person whose name is subscribed to the within instrument, and acknowledged that he/she executed the same for the purposes therein contained. IN WITNESS WHEREOF, I hereunto set my hand and official seal. NOTARIAL SEAL RICHARD L. WEBBER JR., NOTARY PUBLIC SHIPPENSBURG BORO, CUMBERLAND COUNTY MY COMMISSION EXPIRES JULY 15, 2006 .~~~ Notary Public . WEIGLE & ASSOCIATES, 'pc. - ATTORNEYS AT LAW - 126 EAST KING STREET - SHIPPENSBURG, PA,17257-1397 - --_._"-..- ----- ,. , I do hereby certify that the complete post office address of the within named Grantee is Date: Attorney for Grantee( s) COMMONWEALTH OF PENNSYL VANIA SS. COUNTY OF CUMBERLAND RECORDED on this day of Recorder's Office of said County, in Deed Book A.D. 2002, III the at Page Recorder WEIGLE & ASSOCIATES, RC. - ATTORNEYS AT LAW - 126 EAST KING STREET - - SHIPPENSBURG, PA 17257-1397 '==.. PHONE 249-5418 Me:. 1/1'1: ~ .",.. : ~' . ': Slotqment .511a~tl.f~ !Jrzc. P. O. Box 1/7 Carlisle, Pennsylvania 17013 H Not correct advise within ten (10) days. L/ik:)~ /0' /1f~~ 1% interm per month will be added after 30 day.. _..~-". tt/7"z7/ j{Jo tJ () LEGG MASON Legg Mason Wood Walker, Incorporated 419 Stonehedge Drive, Suite " Car/isle, PA 17013.9128 717.258.4363 O'flf:'C 1 o1llll2 ,~ECE1VE W<L: - Member New York Stock Exchange, tnc/Member SIPC December 17, 2002 Richard L. Webber, Jr. Weigle and Associates, P.C. 126 East King Street Shippensburg, PA 17257-1397 RE: Jane R. Griffie Estate Dear Richard: Pursuant to your recent inquiry regarding valuations for the above-mentioned estate please find the following: Verizon Communications common stock(VZ) Sprint Corporation common stock(FON) $ 3 8.24 per share $10.77 per share Both values are close of business prices as of July 1,2002. As indicated by my phone message, there is no cost for this service. If there is any other assistance I can provide, please feel free to call. Respectfully, Greg . McMullen . en Branch Manager ~--------.-------.----.- B~~ RO WE: 1~ ~~~~t DB . AU 2276L R. D. 4, Box 353 · Carlisle, P A 249-2677 249-1978 Auction Is Action Call "ROWE"For Satisfaction October 10, 2002 TO: Richard Webber Weigel & Associates 126 East King Street Shippensburg, FR: Benny E. Rowe Appraiser/Auctioneer 2505 Ritner Highway Carlisle, Pa 17013 REF: Jane Rife Griffie Personal Property Appraisal HELEN KANUPKA Victorian Walnut Dresser Porcelian top table $ 250.00 5.00 LEAH RIFE Doll House (Weathered) 6 Hotel Cups/Saucers Dome Top Trunk Cherry 6 Leg Drop Leaf Table 50.00 12.00 65.00 275.00 DARLENE RIFE LANGLEY Childs White tea set -No marks Betty Lamp Holder Mini Cast Iron Stove (No Plates) 30.00 25.00 5.00 JAMES DALLAS RIFE 2 Pes. Walnut Victorian Bedroom Suite Pine Drop Leaf Table Bench Table, Crafted Wood Hobby Horse Toy Barn- No Roof 750.00 140.00 125.00 20.00 20.00 ~. E. R-;;? _. -- Benny r,,.ti,,~_lti\ ", . ,. .';1<<- ROWE'S AUCTION SERVICE (RH79L) Bill Rowe (AU 1538L) Ben Rowe (AU 1092L) 2505 Ritner Highway . Carlisle, PA 249-2677 697.4794 249-1978 Bob Rowe (AU 2276L) Dave Rowe (AU 2295L) Auction Is Action Call "Rowe" For Satisfaction I J .., II DATE "" "r {) "1~~-' ~i..'.5!;- ;,/;g:/J l<C.> . .., '.' I ...., L. \.., c. ,J, , '"'''' ,(" d.."....i\~" PHONE ';7 rl/ -:hl :? ('....' \' ..>....~,.~.::, r... _..,~.~ i \ vr._ .~ t " . '.,t;., , . ..J.... "\; OTHER ~.'._,'i'.. r.,,' "I. i;?\<<o: '. d...le,< I ?..(, ",I....c;,:,:..';'.' ",l\AUCTIONEER o/.;;~,\/ AUCTION DATE/LOCA TION V'\,<:. \1\ i'\ . I' ,:. ,. 'G'r}~*k~.% \ (:) DESCRIPTION OF MERCHANDISE SELLERS NAME ...., Ill"" C' ~'~,.t._I. .(,..,~ C':" v1,. \. f~:-.,(.l...,,;o,J ADDRESS f ' "/,,(t . I (;;:L.t. ('! .. ('f'_,,_. .,,(") ~:;=\>' ;:~ ,,; ~.J'" ~;:, 1/ .....!' .1' 11 t I ~ r. ...,1 "i',""l .. ",' V,? .,. ~ -("....,..N*__ \,..,...", \,~ /, '.,.~ v' So;"~ \,\.AII:,li"";": /,1 c...., ",.. ,.", /1 " .J,.. /1 . /\,jk::.lJ",._tfJ ;;::'r~:."-\. '.f "'" '..' (., ' ( ..:,'~:' "~Ii I .vL ~:; -:..; ,I ..r' (. _,j <- I 'J{f.t.." ,:; I,,"."',...."'.. (:~bQ." .' '~,-- ,_ ,1 \, I c'( ~:~:; ..J~"'~-" '''"\:~ _"" '.k.. -'7.." O'li! ,,~ -<--,~.{l '....,'v ,,/,~-L-~'~-'\...:~f; C?_..i/(<;,.", t':::':.....;..!, .;,!,;,,,.. . I 0S'i \Ii') '::,: i./,~,;", ~'(:~~_ i I.f 'H,~fJ. <,~.'t ' " I.. ~,' -"'f.;;~::. "'>'" __" ,~'1...) .c.:~~ .J(. ;1.:1~,~..,-"''f'1 .......''''. ,11.'1 ~". .'t.?"_;::.,{.:.-_..... ,,,-,,' 1_..'-'''' <;' ~.\_..',n '\ { 50: '" ~', tl},,.uI,''\.11 ,.;... , AI"",",,";'. .w::"1 _~. ~:J >>..:........ {/ .~ 'il. ,L, If- ...,,~. i/ ~,~ . I!\, -., (",;')""fI/......... ~~~~, {" >'.:i' .,,!!:;: ...\ ....,. . !' . r\~~I,~'I/\"..'<,...,".... ('~:~2::r<;.'~/'"::-~ (, "..,:\,..:~.,;~.;:,. ~:;.s:, ,L}.,..O.t:'." :'t"-- \,I,z.!! \~:~(l1. ""J ..;::,_ <:"/1 ,...U.",,,,.,{; ....-1>" ,./I,t,..__" \)~ ~.., ~:'~ (liL, ,<",,:~::, a;!(..o.f' (,ll/,J"I)",,- " i,J,.,", "('d/"" I COIiimission the Auctioneers to sell the merchand~se t~ th~ highest bidder by Public Auction.. Merchandise to be sold as is & grouped as necessary to obtain bids, I certify that I am the owner or authorized represen- tative of the merchandise, goods and or property and have good title and the right to senand that they are free from all incumbrances, I agree to accept all responsibility for providing merchantable title and for delivery of title to the purchaser. I agree to hold harmless the Auctioneers against any claims of the nature referred to in this..agregment, ' ".' ") "''',..."",,......;..,) ',,/ \ /' \_,..::~ i:,''''^'';'':''::.~ ') C~:;) ""."i. . ,;,.,,,_..,:-~~~::<;::~~r\~~~~{~::~..,.,, \'.._."kUCTION SIGNATURE ,.. { '! (/ UI) " I i' 1~,,1(,,~/.' ;,.~,_ 'j c...-C, II .f1I( ~ SELLERS SIGNATURE Total Sales (Clerking Tickets Attached) $ ,~:-:D? 0 <,,5", /j!) Less Sale Expense: ? ~"..;/- f ;.'> ";' ' :-~~:~\ , % Commission Auctioneer % Commission Clerks $ $ (/J I' / c-- j')'-'-,f'~;l ...l'-'c,) ti";~ \t" c. (",,., OTHER: TOTAL SALE EXPENSE DEDUCTED $ SELLERS NET $ ,-::1, i,1 L.} {), {';\) , ~. SELLERS SIGNATURE , ~ FARMERSN~TioNM~ANK--- RECEIVED SEP 1 9 2002 OF NEWVILLE ADivi,iollojAtlam,CoulIl)'NmionalBank September 11, 2002 Richard 1. Webber Jr., Esquire Weigle & Associates, P.C. 126 East King Street Shippensburg, PA 17257 RE: Estate of Jane Griffie Dear Mr. Webber: Jane had the following accounts with this bank - Checking account 1/14-879-2 opened Sept. 14, 1987 in her name alone and made joint with Dallas W. Rife II February 21, 2002. It is not an interest- bearing account and the date of death balance was $5,651.78. Mortgage loan #8700761 opened January 11, 2002 with a balance as of July 1, 2002 of $21,156.22 .plus $51.86 accrued interest. She also had! a safe deposit box 1/340 in her name alone. Sincerely yours, ~p~f~ Carolyn H. Kough P.O. Box 156, Newville, PA 17241 . (717) 776-5312 THE FARMERS NATIONAL BANK OF NEWVILLE I W. Big Spring Avenue P.O. Box 156 Newville, Pennsylvania 17241-0156 717-776-5312 . 717-776-5452 Mervin J. Morrison, President Carolyn H. Kough. Exec. Vice President James E. Showvaker. Cashier Douglas R. Lindsay. Asst. Cashier October 2. 2002 Richard L. Webber, Jr., Esquire Weigle & Associates, P.C. 126 East King Street Shippensburg, PA 17257 RE: Estate of Jane R. Griffie Dear Mr. Webber: Jane also had a savings account #5001010 which was made joint with Dallas W. Rife Jr. February 21, 2002 which had a date of death balance of $4,691.87. There was no accrued interest as interest had been paid June 30. There was a Vacation Club #5526329 with a balance of $580.00 plus $4.25 accrued interest, and a Christmas Club with a balance of $105.00 plus.70~ accrued interest. Sorry I missed these earlier. Sincerely yours, ;;1d->.A-~~4 ~~ecutlve Vice~:s~ent BUREAU OF INDIV/DUAL TAXES INHERITANCE TAX DTVISTON DEPT, 280601 HARRTSBURG, PA 17128-0601 CONNONWEALTH OF PENNSYLVANIA DEPARTNENT OF REVENUE I~HERZTANCE TAX RECORD ADdUSTHENT REV-1593 EX AFP C01-03) RICHARD L WEIGLE & ASSOCS 126 E KING ST (~t! SHIPPENSBURG ~RA] 17257-1597 DATE 03-18-200q ESTATE OF GRIFFIE DATE OF DEATH 07-01-2002 FILE NUNBER 21 02-0616 COUNTY CUHBERLAND ACN 101 Amount Remitted JANE HAKE CHECK PAYABLE AND REHZT PAYHENT TO: REGISTER OF WILLS CUHBERLAND CO COURT HOUSE CARLISLE, PA 17015 NOTE: To insure proper credit to your account, submit the upper portion of this form with your tax payment. CUT ALONG THIS LTNE ~.~ RETAIN LOWER PORTION FOR YOUR RECORDS -~ REV-1593 EX AFP (01-03) ESTATE OF GRZFFIE ~ INHERITANCE TAX RECORD ADJUSTNENT #~ JANE R FILE NO. 21 02-0616 ACN 101 DATE 05-18-200q ADJUSTMENT BASED ON: PROTEST BOARD DECISION VALUE OF ESTATE: 1. Real Estate (Schedule A) (1) 2. Stocks end Bonds (Schedule B) (2) 3. Closely Held Stock/Partnership Interest (Schedule C) (3) ¢. Mortgages/Notes Receivable (Schedule D) (¢) 5. Cash/Bank Deposits/Hisc. Personal Property (Schedule E) (-~) 6. Jointly Owned Property (Schedule F) (6) 7. Transfers (Schedule G) (7) 8. Total Assets DEDUCTIONS AND EXENPTZONS: 9. Funeral Expenses/Adeinistretive Costs/ Miscellaneous Expenses (Schedule H) (9) 10. Debts/Mortgage Liabilities/Liens (Schedule Z) (10) 11. Tote1 Deductions 12. Net Value of Tax Return ~SzO00.O0 2;79~.18 .00 .00 8z051.$1 .00 7z$~$.65 (8) 65,189.1~ 12,00q.57 Zq,5q9.56 (11) (12) 36;554.13 26;655.01 15. TAX: Charitable/governmental Bequests; Non-elected 9115 Trusts (Schedule J) Net Value of Estate Subject to Tax (13) (1¢) 15z291.$6 11z3~3.65 1.6. Amount of Line 1¢ et Spousal rate 16. Amount of Line 1¢ taxable et Lineal/Class A rate 17. Amount of Line 1¢ et Sibling rate 18. Aeount of Line 1¢ taxable at Collateral/Class B rate 19. Principal Tax Due TAX CREDTTS: I'AYflt'N I J Kt'Cklf' I DATE J NUHBER 05-$1-2005 CD002575 (15) (16) (17) (18) UI~UUNI [*J INTEREST/PEN PAID (-) .00 .OOX O0 = .OOX OqS= 7;3q$.65x 12 : q~OOO.OOX 15 = (19) AMOUNT PAID 1,01q.87 .00 .00 881.2~ 600.00 lzq81.25 INTEREST IS CHARGED THROUGH Oq-OZ-ZOOq AT THE RATES APPLICABLE AS OUTLINED ON THE REVERSE SIDE OF THIS FORM TOTAL TAX CREDIT BALANCE OF TAX DUE INTEREST AND PEN. TOTAL DUE 1,01q.87 q66.36 22.28 q88.6q IF PAID AFTER DATE INDICATED, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. ( IF TOTAL DUE IS LESS THAN $1, NO PAYMENT 1S REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.) PAYHENT: Detach the top portion of this Notice and submit with your payment made payable to the name and address printed on the reverse side. -- Make check or money order payable to: REGTSTER OF NZLLS, AGENT. REFUND (CR): 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" (RE¥-1515). Applications are available at the Office of the Register of gills, any of the Z5 Revenue District Offices or frae the Depart~ent's Zq-hour answering service for forms ordering: 1-800-362-Z050; services for taxpayers with special hearing and / or speaking needs: 1-800-~q7-3020 CTT only). REPLY TO: Questions regarding errors contained on this notice should be addressed to: PA Department of Revenue, Bureau of Individual Taxesj ATTN: Post Assessment Review Unit, Dept. Z80601, Harrisburg, PA 171ZS-g601, Phone (717) 787-6SOS. DZSCOUNT: PENALTY: INTEREST: If any tax due is paid within three (5) calendar months after the decedent's death, a five percent (SZ) discount of the tax paid is aZlowed. The 15Z tax amnesty non-participation penalty is computed on the total of the tax and interest assessed, end not paid before January 18, 1996, the first day after the end of the tax amnesty period. interest is charged beginning with first day of delinquency or nine (9) months and one (1) day from the date of death to the date of payment. Taxes which became delinquent before January l, 198Z bear interest at the rate of six (6Z) percent par annum calculated at a daily rate of .000164. Ali taxes ehich became delinquent on and after January 1, 1982 will bear interest at a rate which will vary from calendar year to calendar year with that rate announced by the PA Department of Revenue. The applicable interest rates for 1982 through ZOOq are: Interest Daily Interest Daily Interest Daily Year Rate Factor Year Rate Factor Year Rate Factor 198Z 20Z .000548 1988-1991 llZ .OOO301 ZOO1 9Z .000Z47 1983 162 .000~8 199Z 9Z .O00Zq7 ZOOZ 62 .OOO16q 1984 112 .000501 1995-1994 72 .OOOlgZ 2003 5Z .000137 1985 152 .0003S6 1995-199B 92 .000247 ZOO4 4Z .000110 1986 lOZ .000274 1999 72 .OOOlgZ 1987 9Z .000247 ZOO0 8Z .O00Z19 --Interest is calculated as follows: INTEREST = BALANCE OF TAX UNPAID X NUNBER OF DAYS DELTNI~UENT X DATLy TNTEREST FACTOR --Any Notice issued after the tax becomes delinquent will reflect an interest 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. BOARD OF APPEALS DEPT. 281021 HARRISBURG, PA 17128-1021 COMfvl.CNWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE RICHARD L WEBBER JR ESQ WEIGLE & ASSOCS 126 E KING ST SHIPPENSBURG PA 17257-1397 IN RE ESTATE OF: GRIFFIE JANE R DOCKET NO.: TAX TYPE: APPEAL TYPE FILE NUMBER: ACN: APPRAISEMENT: PETITION FILED: EXAMINER: MAILING DATE: 0314707 Inheritance Protest 2102-0616 101 5/12/2003 7/14/2003 LISA GARLAND DIAZ Direct Dial: (717) 772-3736 Fax: (717) 787-7270 Emaih Idiaz@state.pa.us March 5, 2004 DECISION AND ORDER On May 12, 2003, the Department issued an appraisement and assessment of the original inheritance tax return that reduced the charitable bequest exclusion from $19,869.19 to $9,525.18. The Department reasoned the transfers reported on Schedule G and the cash and personal property bequests provided for under Paragraph Second of decedent's Will had priority of distribution "before determining Residue." Petitioner argues that Paragraph Third of decedent's Will is not a residuary paragraph, but constitutes a specific legacy, which does not abate. For Pennsylvania inheritance tax purposes, a charitable bequest is an exclusion and not a deduction, so that in order for the Department to exclude a portion of the estate from tax, we must look to the assets in the Pennsylvania estate. Furthermore, at death, a decedent's interest in nonprobate property such as survivorship and "in trust for" accounts pass outside the estate by operation of law directly to the surviving joint owner or beneficiary, unless the joint owner or beneficiary disclaims their survivorship or beneficial rights as GRIFFIE JANE R BOARD DOCKET NO. 0314707 Page 2 of 3 provided under 61 Pa. Code § 94.1. Absent a disclaimer, nonprobate assets cannot be used to fund bequests under a will. As reported on the inheritance tax return, this decedent's assets consisted of real estate, stock and cash, bank deposits and miscellaneous personal property valued at $55,845.49 and Schedule G transfers valued at $7,343.65. As the estate reported administrative costs and debts in the amount of $36,554.13, and absent evidence that decedent's brother disclaimed the Schedule G transfers, there remains $19,291.36 to fund decedent's bequests. Paragraph Third of the Will provides for the distribution of funds derived from the sale of decedent's residence. Except for two (2) $2,000.00 bequests to decedent's aunt and cousin, the remainder of those proceeds pass to charity. In the opinion of this Board, the estate is entitled to a charitable bequest exclusion of $15,291.36 ($19,291.36 minus $4,000.00). Accordingly, it is hereby, Ordered that the protest is sustained-in-part. The Department is directed to increase the charitable bequest exclusion to $15,291.36 and reduce the amount taxable at the 15% collateral rate to $4,000.00. The amount taxable at the 12% sibling rate shall remain at $7,343.65. FOR THE BOARD OF APPEALS JOSEPH R. SLEEK, MEMBER A STATEMENT OF ACCOUNT WILL BE MAILED TO YOU BY THE BUREAU OF INDIVIDUAL TAXES. ANY APPEAL FROM THIS DECISION MUST BE FILED WITH THE ORPHANS' COURT WITHIN SIXTY (60) DAYS OF RECEIPT OF THIS DECISION. GRIFFIE JANE R ' BOARD DOCKET NO. 0314707 Page 3 of 3 IF YOU REQUIRE THIS INFORMATION IN AN ALTERNATE FORMAT UNDER THE PROVISIONS OF AMERICANS WITH DISABILITIES ACT OF 1990, PLEASE CALL (717) 783-3664, OR FOR SERVICES FOR TAXPAYERS WITH SPECIAL HEARING AND SPEAKING NEEDS: 1-800-447-3020 (TT ONLY) Name of Decedent: STATUS REPORT UNDER RULE 6.12. Jane R. Griffie Date of Death: July 1, 2002 WiLl No.: 2002-00616 Admin. No.: Pursuant to Rule 6.12 of the Supreme Court Orphans' Court Rules, I report the following with respect to completion of the admirdstrafion of the above-captioned estate: 1. State whether adrnin'_~ration of the estate is complete: 2. If the answer is No, state when the personal representative reasonably believes that the administration will be complete: 12/31/04 Date: 3. If the answer tO No. 1 is Yes, state the foLlowing: Did the personal representative file a final account with the Court? Yes No [~] b. The separate Orphans' Court No. (if any) for the personal representat~ e s account is: ~ c. Did the personal representative state an account informally to the parties in interest? Yes [--I No c. Copies of receipts, releases, joinders and approval of formal or informal accounts may be filed with the Clerk of the. Orphans' Court and may be attached to th/s report. Signature Capacity: Richard L. Webber, Jr. Esquire Name 126 East King Street Shippensburg, PA 17257 Address (717) 532-7388 Telephone No. corunSOnal Representative scl for personal representative COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG, PA 17128-0601 RECEIVED FROM: PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT NO. REV-1162 EX(11-96) CD 004067 WEIR DONNA A.K.A. 537 SPRINGFIELD RD SHIPPENSBURG, PA 17257 ........ fold ESTATE INFORMATION: SSN: 208-42-3627 FILE NUMBER: 2102-061 6 DECEDENT NAME: GRIFFIE JANE R DATE OF PAYMENT: 06/21/2004 POSTMARK DATE: 06/21/2004 COUNTY: CUMBERLAND DATE OF DEATH: 07/01/2002 ACN ASSESSMENT CONTROL NUMBER AMOUNT 101 $492.74 REMARKS' DONNA C WEER TOTAL AMOUNT PAID' ~492.74 SEAL CHECK# 129&455 INITIALS: VZ RECEIVED BY: GLENDA FARNER STRASBAUGH REGISTER OF WILLS TAXPAYER BUREAU OF INDIVIDUAL TAXES /NHERITANCE TAX DTVTSTON DEPT. 280601 HARR/SBURg, PA 171Z8-0601 COMMONWEALTH OF PENNSYLVANI'A DEPARTMENT OF REVENUE 'rNHERTTANCE TAX STATEMENT OF ACCOUNT REV-i&07 EX AFP (61-g3) RICHARD L WEBBER JR ESQ WEIGLE & ASSOCS 1Z6 E KING ST SHIPPENSBURG PA 17257-1397 DATE 07-26-200q ESTATE OF GRIFFIE DATE OF DEATH 07-01-2002 FILE NUMBER 21 02-0616 COUNTY CUMBERLAND ACN 101 Amount Remitted JANE R MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 NOTE: To insure proper credit to your account, submit ~he upper portion of ~his fore with your ~ax payment. CUT ALONG TH'rS L'rNE ~ RETA'rN LOWER PORT'rON FOR YOUR RECORDS *~ REV-1607 EX AFP (01-03) ##~ ZNHER'rTANCE TAX STATEMENT OF ACCOUNT #az ESTATE OF GRIFFIE JANE R F'rLE NO. 21 02-0616 ACN 101 DATE 07-26-200q THTS STATEMENT TS PROV/DED TO ADVTSE OF THE CURRENT STATUS OF THE STATED ACN TN THE NAMED ESTATE. SHO#N BELO# TS A SUMMARY OF THE PR/NC/PAL TAX DUE, APPLZCAT/ON OF ALL PAYMENTS, THE CURRENT BALANCE, AND, ZF APPLICABLE, A PROJECTED TNTEREST FTGURE. DATE OF LAST ASSESSMENT OR RECORD ADJUSTMENT: 03-17-ZOOq PRINCIPAL TAX DUE: ........................................................................................................................................................................................................................... PAYMENTS (TAX CREDITS): 1,q81.23 PAYMENT RECEIPT DISCOUNT (+) DATE NUMBER INTEREST/PEN PAID (-) AMOUNT PAID 03-31-2003 06-21-200q CD002375 CDOOq067 .00 Z6.38- ZF PAID AFTER THIS DATE, SEE REVERSE SIDE FOR CALCULATION OF ADDITIONAL INTEREST. ( ZF TOTAL DUE ZS LESS THAN NO PAYMENT ZS REQUIRED. ZF TOTAL DUE ZS REFLECTED AS A 'CREDIT' (CA), TOTAL TAX CREDIT 1,q81.23 BALANCE OF TAX DUE .00 INTEREST AND PEN. .00 TOTAL DUE .00 YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR TNSTRUCTZONS. ) PETITION FOR PROBATE and GRANT OF LETTERS ~!s~tZn':!wn ~\t~,~ Q tbc,;~\.:- ~~; 2\- 0)..- i.b/~ Register of ~r the L. County of '" Oh \().J(\ In the Commonwealth of Pennsylvania Deceased. Social Security No. ~ C:l R - '{.} - " \, d.. 1 The petition of the undersigned respectfully represents that: Your petitioner(s), who is/are 18 years of age or older an the execut""...", in the last will of the above decedent, dated ---.:iLl ?o I c\ and codicil(s) dated named ~ -, c (state relevant circumstances, e.g. renunciation. death of executor, etc,) Decendent was domiciled at death in ~,,-\,\,\r, f'" \c, ,,~ County, Pennsylvania, with h~T' last family or principal residence at "JR",\\..~c,~ \\," Ne,,,>{\\\.., \'6 t ~c"'~\'\) . (ltst street, number and munclpahty) Decendent, then ') '" at \... \ . Except as follow, decedent did not marry, was not divorced an ld 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: Decendent at death owned property with estimated values as follows: (If domiciled in Pa.) All personal property (If not domiciled in Pa.) Personal property in Pennsylvania (If not domiciled in Pa.) Personal property in County Value of real estate in Pennsylvania situated as follows: 1$ \1.,,,',\ 'U\ ~ 1\ 'I" ,~ (\~ Ne II.. 'I", \ \<L- I $ l.,C:lDO.Clt'l $ $ $ ~[, . .'\ ,:>, <:;,(";(\ . <">D WHEREFORE, petitioner(s) respectfully request(s) the probate of the last will and codicil(s) presented herewith and the grant of letter~ theron. (testamentary; administration c.La.; administration d.h.D.c.t.a.) '2)tO:P " . u " . ~3 . ~ "'~ -g.g <'t'O Vi'~ -.r~ :0 .. " ., Vi ~' 'f \\r\N...\... ~~l\ ~\t)\ ~:~~ ~~~~\ ~~~~-7 'J u~ W-i-vAX4 L ~~ I/. )t?t? 1t.J lr~~',dpJ"ioZ1 OATH OF PERSONAL REPRESENTATIVE COMMONWEALTH OF PENNSYLVANIA } S8 COUNTY OF ~~O^~ 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 helief of petitioner(s) and that as personal represen- tative(s) of the above decedent petitioner(s) will well and truly, ister the estate according to law. '0 < '" 00' ::s " ;; OJ ~ Sworn to or a.ffirmed and subscribed { before me this . 5th day of '~m(jt1.2~ -/;;v f"J~O~,:di...,nr7~ DMARY C IS I Registe x ~ui~:Y</I , 1- /3 - ) 3 No. ,;)1- D;J.- (f)J~ Estate of JANE R GRIFFIE F.R.A. JANE P GRIFFI~Deceased DECREE OF PROBATE AND GRANT OF LETTERS AND NOW JULY 5, 2002 ~_, in consideration of the petition on the reverse side hereof, satisfactory proof having been presented before me, IT IS DECREED that the instrument(s) dated 11-30-2001 described therein be admitted to probate and filed of record as the last will of JANE R GRIFFIE F. K .A. JANE P GRIFFIE and Letters TESTAMENTARY are hereby granted to HELEN KANUPKA AND DONNA WEIR ~"X~f1U.(J.a'~UJ n'fJuJ; Y C LEWI&egister of Wills ,/ FEES Probate, Letters, Etc. ......... $ Short Certificates( ).......... $ -......_= xtra pages $ jcp $ TOTAL _ $ Filed gl v:~ .~. .~~Z~s' . . 7~5':02' . . . . . . . . . 115.00 15.00 ATIORNEY (Sup. Ct. l.D. No.) n no 5.00 162.00 ADDRESS PHONE i; ,..) ,-; . '. .:1- /0. HIO'i.llO'i RFV 9iH(, This is w certify that the information here given is correctly copied from an original certificate of death dul~ filed with me as Local Registrar. The original certificate will be forwarded to the State Vital Records OffICe for permanent filing. WARNING: It is illegal to duplicate this copy by photostat or photograph. No. IIrrl"ff""N"~~",,~ "",~ ",W Of PE;;...... "'~"'~'("'O \.,~ ..'- - ~~ /~_.~. . ~\. i~,: ,.' .: '. ~~ ~ Q, rr';. I.;::-~ :::(,..)\ _.-"T -~ \*\~.., ....'..;j...*} ';,. a - . ,~..... \~ ';,.~ ". /~-.\\ '\. ~ --_.<\..~\\\ <4r"'EN1~\ ~ """ iii""""~fN##I1J/IIIIII 'R;._ t:\. ~~.. ~t""U'~,,~ Local Reglstrar Fee for this certificate, $2.00 P 8481800 JUL 2 Date ?nn7 H105.1'I3"",2111 COMMONWEALTH OF PENNSYLVANIA. DEPARTMENT OF HEALtH. VlTAL RECOROS CERTIFICATE OF DEATH ,~, 53 I./tfCEfI;l'/'EAR - '"" Jane P. Griffie IMTHI'I.ACI1c.tyw SWoorFlHI9'eaw.u Carlisle pA ." ,.Female ,WI"ll~11II $OCIIol SECURITY NUM8ER .. 208 _ 42 _ 3627 DIlfEOfDEAl1'l~.CltoIo.'_1 4.Jul 1, 2002 '" .. NAlEOfOEaOEHTtf...._.l~ ,. ,~ ::"0 AOEC~BotlI><Myj COUNTY OF OERH ~. auphin Harrisburg ... edical "' 11 ~DEMl"S\WUNOADDI'Il!SSlSlrM.Oryfbon.s...ZipCoOol DE EOENT'SU UIol MIOM ~':=:~o::=:r ....co"""'" """" (I-.~-~ 7 Railroad Ave. ,~ewville PA 17241 FR'HEA.SNAMECFra.~lMII . lfWCAMAHT'SNAME(f~ OE~(OENT'S ..",.. AESlCENCe: - -- ,..... P.\ =- -.. r.nmhprl and -....,1 TNlX::"'-=-=oI Newville MOTHER'SNAMl!IF;r..~.""f'l'-'~ 'I. Georgla Peffer OR/lWfT'SMQJHQ \SI'...~,..,..~CodIt 841 Walnut Bottom Rd. Newville PA 17241 .__GtC-~c:....-,- . IIy(bort,StlM.ZIllC- .,. n.. -- Dallas W. Rife Dallas W. ,...,..".."""'....0 """""""""""" ,~wville PA 17241 Home Inc 15 Big Spring Ave. . ......._oI4ylng._..elI_o.-lftPQl""'..'....-o.-M8III........ RN '51 1 ), ""<!, CD..V1C~. r a I=:=- 1-_...... , i I'ARtN: OIIwrIigrlillelllll_--..angIO...".tIUI _....-...............".....___...I'll,A1I. DUElO1C1RMACONSEOUEHCEOf):- tllAlOlOAASACONSE NCEOf):- IoMHNEAOfOERH _0 ~O - - -- [3" o o 0ATt0l'\tUU$\'t .......""- lllllEOFlM,IUfl't lNJUA'tIflW0Ak7 OESCAl8EHOW\NJUA1'ClCCuRAEO. -- o o o Pl.ACEOFIK/Vl'IV."._.-._.,-_ .... .......-.~ _. ..... 0 ItDD -- 'MfOfClJ.IXAM'IHIM:QAONE" On eM.... or..amlNlforl.ndIor.......at\p1loII. III rnyoplfl....,ch_OC4l........ MltIIllme.4111..nd pllC<I. _d".'D t/lee.uM(.).nd _..ltllld.................................................................................................. 11.. l'IEGISTAAII:SSIO..o\TUA '~.~~ l:l.,IIo<l,\KlI u. CooId""'__ .... .... ~o-....._ .~PHYaICt...~C8IIIl'rofI9_...___~_.....__....~...."r.l1 ,...._.....,.--...,___.....c~II__.._....... ... ,re. t C.oI\MDQJnIP'TING~I"-'tluI'Ill'...........""lI__~..._""_1 ,....-"'...,.--....Dnlh_ItIM_._._IDC:..___....UUM(I).""...................... ; .....; v ~ " ~ ~ --' "01 ,,) " ":, " 3Ectst lUill ctttb QrtstctttWut {).) -oJ. - 1.o/~ OF JANE R. GRIFFIE I, JANE R. GRIFFIE, of 7 Railroad Avenue, Newville, Cumberland County, Pennsylvania, being of sound and disposing mind, memory and understanding, do make, publish and declare this to be my Last Will and Testament, hereby revoking and making void all previous Wills and Codicils heretofore made by me. FIRST I order and direct my Executors hereinafter named to pay all of my just debts, funeral expenses and expenses involved or connected with the administration of my estate as soon after my death as is reasonably possible. However, my Executors need not accelerate and pay those unmatured obligations which, in his, her or its opinion, it might be proper and more advantageous to retain or renew and pay as they become due and payable. If I do not own a burial plot or a grave marker at the time of my death, I authorize my Executor/Executrix, in his, her or its sole discretion, to purchase a burial piot and to erect a suitable grave marker at my grave, and to expend sums from my estate for this purpose. GRIFFIE & ASSOCIATES WORN~YStI'kAW 200 NORTH HANOVER STREErage J 0 U CARLISLE. PENNSYLVANIA 17013 CHAMBERSBURG PENNSYLVANIA SECOND I give, devise and bequeath the following property, with all insurance proceeds thereon as follows: A. The sum of TWO HUNDRED AND XX1100 ($200.00) DOLLARS shall pass to each of my nephews, namely, MICHAEL CLEPPER. TIMOTHY CLEPPER. MARK CLEPPER. SCOTT CALAMAN and KEITH CALAMAN. B. All items of personal property in my home, including household furnishings, furniture, appliances, Home Interior items and all other personal property upon 'J .~ .J~ ~ ~ j which I have placed a specific individual's or institution's name, it is my intention and desire that my Co-Executrices provide that item of personal property to that named individual or institution as their sole possession. C. I direct my Co-Exeeutrices hereinafter named to divide my additional personal property as I have listed on the separate memorandum placed here with my Last Will & Testament, or which memorandum has been placed with my hereinafter named legal counsel, such that the personal property items which I deemed to be from the "Rife" side of my family will pass to my nieces, KRISTA RIFE, DARLENE RIFE snd LEAH P.IFE, and my nephew, JIM RIFE, to be divided equivalently among my three nieces and one nephew as they may agree with the assistance of my Co-Executrices. Similarly, all items 200 N. Hanover Street Carlisle, PA 17013 GRIFFIE & ASSOCIATES Attorneys At Law Page 2 of 10 38 N. Main Street Chambersburg, PA 17201 on the listing that have come from the "Peffer" side of my family as so noted on my memorandum shall pass to my cousin, HELEN KANUPKA, and her children as my Co-Executrices deem appropriate. D. I further direct my Co-Exe.-"'1ltrices hereinafter named to review all of my remaining personal property after the above distributions to determine what items, if any, would be of value or interest to the Newville Historical Society, including, but not limited to, items such as the Bates Pa. Volumes (four volumes) and the Chambersburg Newspaper of July 1863. Any such items that my Co-Executrices deem to be valuable or of interest, such as the items .~ h ...; ~ } referenced above, shall be provided to the Newville Historical Society. E. I direct my Co-Executrices to secure the stock certificates in my safe deposit box at Farmers National Bank in Newville and provide for the transfer of my Verizon stock to my cousin's children, namely, GEORGE KANUPKA, IV, and REBECCA KANUPKA, to be divided equally between them, and my remaining stock investments to my niece, KRISTA RIFE. THIRD I direct that my Co-Executrices sell my real estate located at 7 Railroad Avenue, Newville Borough, Cumberland County, Pennsylvania. The manner in which they sell the property shall be to their sole discretion, whether that be through their personal efforts, through the assistance of my legal counsel, through the use of a Realtor, or through the auctioning of the property. The net proceeds of the sale of my aforesaid real estate shall be divided as follows: 100 N. Hanover Street Carlisle, PA 17013 GRIFFIE & ASSOCIATES Attorneys At Law Page 3 of 10 38 N. Main Street Chambersburg, PA 17101 A. The sum of TWO THOUSAND AND XX/IOO ($2,000.00) DOLLARS to PIKEVILLE COLLEGE, Pikeville, Kentucky; B. The sum of TWO THOUSAND AND XX/loo ($2,000.00) DOLLARS to my aunt, ZELDA HELLER; C. The sum of TWO THOUSAND AND XX/loo ($2,000.00) DOLLARS to my cousin, LOUISE OHRUM; D. The entire remaining divided as follows: (1) TWENTY-FIVE (25%) PERCENT to be divided equally between the 'j .,J ~ ~. ~ )- Special Olympics of Newington, Connecticut, and the Special Olympics of the Capital Area; (2) TWENTY-FIVE (25%) PERCENT to be divided equally between the Humane Society Branch that serves Cumberland County, Pennsylvania, and PAWS; (3) TWENTY-FIVE (25%) PERCENT to be divided equally between the Marine's Toys for Tots effort and the Salvation Army for purposes of purchasing Christmas presents for children at their annual Christmas party; and (4) TWENTY-FIVE (25%) PERCENT to be divided equally between the Kayenta Indian Mission in Kayenta, Arizona, and the Pine Ridge Indian Reservation in South Dakota. FOURTH The rest, residue and remainder of my estate that exists after the payment of all of my just debts, funeral expenses, and expenses involved in the administration of my estate, GRIFFIE & ASSOCIATES Attorneys At Law Page 4 of 10 200 N. Hanover Street Carlisle, PA 17013 38 N. Main Street Chambersburg, PA 17201 ':1 .~ ~ } including any inheritance or estate taxes, as described in the First paragraph herein, and the distributions of personal property and proceeds as hereinbefore described, my Co- Executrices shall be entitled to receive compensation in the amount of FIVE (5%) PERCENT of my net estate to be divided equally between the two of them for their services as Co-Executrices of my estate. Otherwise, the rest, residue and remainder of my estate shall be liquidated in any fashion that my named Co-Executrices deem appropriate with any such proceeds secured therefrom being divided equally between the Newville Historical Society and the Newville Little League. However, my Co-Executrices each shall be afforded the opportunity to retain remaining items of personal property that they may wish to retain as their sole possession prior to the final liquidating of my personal property. FIFTH I direct that my Co-Executrices hereinafter named use the services of my brother, DALLAS RIFE, for purposes of appraising all of the personal property that is distributed as hereinbefore set forth for purposes of placing a present value on those items to assist in the preparation of any inheritance or estate tax returns. SIXTH I grant my Executor/Executrix the following powers in addition to and not in limitation of such powers as my Executor/Executrix shall hold by law: (a) To retain all property received including the stock of any corporate fiduciary acting hereunder, provided such property remains productive. (b) To join in any corporation, partnership, recapitalization, merger, reorganization or voting trust plan; to delegate authority with respect thereto; to deposit GRIFFIE & ASSOCIATES Attorneys At Law Page 5 of! 0 200 N. Hanover Street Carlisle, PA 17013 38 N. Main Street Chambersburg, PA 17201 , -J ..,l .~ f ~ ~ investments under agreements and pay assessments; and generally to exercise all rights of investors, including but not limited to, the voting of shares. (c) To manage, operate, repair, improve, mortgage or lease on any terms any real estate held or owned by my estate. (d) To operate any business that I may own at my death. ( e) To invest any funds of my estate in any stocks, bonds, notes or other securities or property, real or personal, without regard to the principle of diversification or any other statute or general rule oflaw in his, her or its absolute discretion, it being my intention to give my Executor/Executrix the broadest investment powers possible, providing such investments do not unnecessarily prevent the prompt settlement of my estate. (f) To sell or otherwise dispose of any property, real or personal, tangible or intangible, at any time forming a part of my estate in any manner and on such terms and conditions as my Executor/Executrix shall see fit in his, her or its absolute discretion. (g) To borrow money for the payment of taxes or for any other proper purposes in the administration of my estate, and to mortgage or pledge estate assets as security. (h) To compromise claims without court approval including, but not limited to, any controversies with the United States of America or the Commonwealth of Pennsylvania concerning estate and inheritance taxes on any interests that may pass under this my Last Will and Testament. 200 N. Hanover Street Carlisle, PA 17013 GRIFFIE & ASSOCIATES Attorneys At Law Page 6 of 10 38 N. Main Street Chambersburg, PA 17201 .-< ..J ~ ~ } ~ (i) To distribute in cash or in kind upon any division or distribution of my estate. G) To undertake any and all acts deemed necessary and proper by my Executor/Executrix for the proper, advantageous and prompt management of the settlement of my estate. (k) In general, to exercise all powers in the management of my estate which any individual could exercise in the management of similar property owned in his own right, upon such terms and conditions as to him, her or it may seem best and to execute and deliver all instruments and to do all acts which he, she or it deems necessary or proper to carry out the purposes of this, my Last Will and Testament. SEVENTH No interest of any beneficiary of my estate, either in income or in principal, shall be subject to anticipation or pledge, assignment, sale or transfer in any manner, nor shall any beneficiary have the power in any manner to charge or encumber his interest either in income or principal, nor shall the interest of any beneficiary be liable or subject in any manner while in the possession of my Executor/Executrix for the liability of such beneficiary. EIGHTH I nominate, constitute and appoint cousin, HELEN KANUPKA, and my dear friend, DONNA WEIR, or their survivor, as Co-Executors of this my Last Will and Testament. I direct that my Executor/Executrix shall not be required to give or post bond for the faithful performance of his, her or its duties in this or any other jurisdiction. 200 N. Hanover Street Carlisle, PA 17013 GRIFFIE & ASSOCIATES Attorneys At Law Page 7 of 10 38 N. Main Street Chambersburg, PA 17201 NINTH I hereby declare it to be my expressed desire that my ExecutorlExecutrix employ the law firm of Griffie & Associates, of Carlisle, Pennsylvania, for legal advice and assistance regarding this my last Will and Testament, they having considerable knowledge of my affairs, views and wishes respecting any matters that may arise at the probate of this instrument, the administration of my estate, and the execution of the powers herein mentioned. IN WITNESS WHEREOF, I have hereunto set my hand and seal to this, my Last Will and Testament, consisting often (10) typewritten pages, the first seven (7) of which bear my signature on the side margin, for purpose of identification, this '3 D day of NOv-t \tv,104-- ,2001. WITNESS: ~~;? kj.,1L j Irt& J \ fi 3i .~ ~~. d -L--- ~ANE R. GRIFfIE L L 100 N. Hanover Street Carlisle, PA 17013 GRIFFIE & ASSOCIATES Attorneys At Law Page 8 of 10 38 N. Main Street Chambersburg, PA 17101 ACKNOWLEDGMENT COMMONWEALTH OF PENNSYLVANIA: : SS. COUNTY OF CUMBERLAND I, JANE R. GRIFFIE, the Testatrix whose name is signed to the attached or foregoing instrument, having been duly qualified according to law, do hereby acknowledge that I signed and executed the instrument as my Last Will and Testament; that I signed it willingly, and that I signed it as my free and voluntary act for the purposes therein expressed. ff'!AN'1.~ Sworn or affirmed and acknowledged before me by JANE R. GRIFFIE the Testatrix this 3D day of k)Wf,VWP-.v- ,2001. -({tWYj J ~<1 Notarial Seal Karisa J. Lehman, Notary Public Carllsla Bora, Cumberland County My Commission Expires Aug. 25, 2003 200 N. Hanover Street Carlisle, PA 17013 GRIFFIE & ASSOCIATES Attorneys At Law Page 9 of 10 38 N. Main Street Chambersburg, PA 17201 AFFIDAVIT COMMONWEALTH OF PENNSYLVANIA: : SS. COUNTY OF CUMBERLAND WE, ~~,./]', Gv,h.on._ and 6f'odk'( f o. GJ'~~<: the witnesses whose names are attached to the foregoing document, being duly qualified according to law, do depose and say that we were present and saw the Testatrix sign and execute the instrument as her Last Will and Testament; that she signed willingly and that she executed it as her free and voluntary act for the purposes therein expressed; that each subscribing witness in the hearing and sight of the Testatrix signed the Last Will and Testament as witnesses and that to the best of our knowledge the Testatrix was at the time 18 or more years of age, of sound mind and under no constraint or undue influence. <,0 Sworn or affirmed and subscrib and /2.c bl r1 J. 605 heYV/ this efore me by _D(czc(U J L. 0rlf/{e -::j{) day of !Jf{.f;1!Jv . 2001. Jl.tuY/iJ ~~ otary Pubr Notarial Seal . Karisa J. Lehman, Notary Public Cartisle Boro, CUlT!berl~dg ~5u~~03 My Commission Expires . I 200 N. Hanover Street Carlisle, PA 17013 GRIFFIE & ASSOCIATES Attorneys At Law Page 10 of 10 38 N. Main Street Chambersburg, PA 17201 cI IN RE: ESTATE OF JANE R. GRIFFIE aka JANE P. GRIFFIE, late of the Borough of Newville, Cumberland County, Pennsylvania, deceased IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA ORPHANS' COURT DIVISION ESTATE NUMBER 2002-00616 CERTIFICATION OF NOTICE UNDER RULE 5.6 (a) ..."..' Name of Decedent: Jane R. Griffie aka Jane P. Griffie Date of Death: July 1,2002 Will No. 2002-00616 To the Register: I certify that notice of beneficial interest required by Rule 5.6(a) of the Orphans' Court Rules was served on or mailed to the following beneficiaries of the above- captioned estate on October 1,2002: Helen Kanupka 193 North Condor Drive Rocky Hill, CT 06067 Office of the Attorney General of the Commonwealth of Pennsylvania Charitable Trusts and Organizations Divisions 14th Floor, Strawberry Square Harrisburg, PA 17120 Michael T. Clepper 204 Richland Road Carlisle, PA 17013 Timothy Clepper 815 Torrey Pine Drive Sumter, SC 29150 Mark Clepper 210 Ponderosa Road Carlisle, P A 17013 Scott Calaman Keith Calaman 1 Forest Breeze Court 1841 Walnut Bottom Road Fort Walton Beach, FI32547 Newville, PA 17241 Zelda Heller P.O. Box 546 Penn Valley, CA 95946-0546 Pikeville College 147 Sycramore Street Pikeville, Kentucky 41501 Louise Ohrum P.O. Box 546 Penn Valley, CA 95946-0546 Krista Rife 437 Ohio Avenue Chambersburg, PAl 720 1 Newville Historical Society 69 South High Street Newville, P A 17241 Newville Little League, Inc. North Corporation Street Newville, PA 17241 Special Olympics ofNewington, Ct. Newington Sf. Disability Center Newington, CT 06111 Special Olympics of the Capital Area 4076 Market Street Camp Hill, PA 17011 Humane Society of Harrisburg Area, Inc. Sinclair and Eppley Roads Mechaniscburg, PA 17055 PAWS P.O. Box 344 Federal Square Station Harrisburg, PA 17108 Marine's Toys for Tots Attn: I st S~t. Saullo 2991 N. 2" Street Harrisburg, PA 17110 Salvation Army 20 East Pomfret Street Carlisle, P A 17013 Darlene Rife Langley c/o Cindy Culler P.O. Box 2123 Winchester, VA 22601 Leah Rife c/o Cindy Culler P.O. Box 2123 Winchester, VA 22601 Jim Rife c/o Cindy Culler P.O. Box 2123 Winchester, VA 2260 I George Kanupka, IV 193 N. Condor Drive Rocky Hill, CT 06067 Rebecca Kanupka 193 N. Condor Drive Rocky Hill, CT 06067 Notice has now been given to all persons entitled thereto under Rule 5.6(a) except Kayenta Indian Missions and Pine Ridge Indian Reservation. The undersigned is attempting to locate addresses for those beneficiaries. I ",I, ( ()J- Signature ~_.~ '/.-.- _--(~ Name: Richard L. Webber, Jr., Esquire Address: Weigle & Associates, P.C. 126 East King Street Shippensburg, P A 17257 Telephone: (717) 532-7388 Capacity: Personal Representative X Counsel for Personal Representative \. //}. ?;J- M JUREAU'OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION DEPT. 280601 HARRISBURG, PA 17128-0601 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX Recorl^,~2C: " Aeq;~.~~p' of DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY ACN RICHARD L WEBBER WEIGLE & ASSOCS 126 EKING ST SHIPPENSBURG '03 MAY 16 JR ESQ AJO :47 05-12-2003 GRIFFIE 07-01-2002 21 02-0616 CUMBERLAND 101 *' REV-1S47 EX AFl' (Ol-03l JANE R Ce' PA 1 f2.!l'f\bC;ilJ;U ) '''\ Amount Remitted MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE. PA 17013 CUT ALONG THIS LINE ~ RETAIN LOWER PDRTION FOR YOUR RECORDS ~ iiE-y:is4Y-EY-AFp--("o"i-:oiY-NoYfcE--lirytiiiERTrAN-crl:AX-A"PPRA"fsEifE"N'T-.--ALi-oWAN-CE-iri----------------- DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF GRIFFIE JANE R FILE NO. 21 02-0616 ACN 101 DATE 05-12-2003 TAX RETURN WAS: ) ACCEPTED AS FILED SEE ATTACHED NOTICE ( X> 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 CJ 4. Mortgages/Notes Receivable (Schedule DJ 5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) 6. Jointly Owned Property (Schedule F) 7. Transfers (Schedule G) 8. Total Assets (ll (2) (3) (4) (5) (6) (7) APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) 10. Dabts/Mortgage Liabilities/Liens (Schadule I) 11. Total Daductlons 12. Net Value of Tax Return (9) (10) 12,004.57 If an assessment was issued previously, lines 14, 15 and/or 16, 17, 18 and 19 will reflect figures that include the total of All returns assessed to date. ASSESSMENT OF TAX: 15. Amount of Line 14 at Spousal rate 16. Amount of Line 14 taxable at Lineal/Class A rate 17. Amount of Line 14 at Sibling rate 18. Amount of Line 14 taxable at Collataral/Class B rata 19. Principal Tax Due TAX CREDITS' 13. 14. Charitable/Govarnmental Bequests; Non-elected 9113 Trusts (Schadule J) Net Value of Estate Subject to Tax NOTE: 45.000.00 2.794.18 .00 .00 8.051.31 .00 7.343.65 (8J 24.549.56 (11) (2) NOTE: To insure proper cradit to your account, submit the upper portion of this form with your tax payment. 63.189.14 (13) (14) 36. ~!:i4 1::\ 26.635.01 9.525.18 17.109.83 (15) (16) (17) (18) .00 X 00 .00 .00 X 045 = .00 7.343.65 X 12 881 .23 9.766.18 X 15 1.464.92 (19)= 2.346.15 . PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID DATE NUMBER INTEREST/PEN PAID (-) 03-31-2003 CD002375 .00 1.014.87 INTEREST IS CHARGED THRDUGH 05-27-2003 TOTAL TAX CREDIT 1.014.87 AT THE RATES APPLICABLE AS OUTLINED DN THE BALANCE OF TAX DUE 1,331.28 REVERSE SIDE OF THIS FORM INTEREST AND PEN. 10.21 TOTAL DUE 1.341.49 / I * 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.) ~ RESERVATION: Estates of decedents dying on or before Dece~ber 12. 1982 -- if any future interest in the estate is transferred in possession or enjoy.ent to Class B (collateral) beneficiaries of the decedent after the expiration of any estate for life or for years, the Commonwealth hereby expressly reserves the right to appraise and assess transfer Inheritance Taxes at the lawful Class B (collateral) rate on any such future interest. PURPOSE OF NOTICE: To fulfill the require.ents of Section 2140 of the Inheritance and Estate Tax Act, Act 23 of 2000. e7l P.S. Section 9140). PAYMENT; Detach the top portion of this Notice and submit with your payMent to the Register of Wills printed on the reverse side. --Make check or Iloney order payable to: REGISTER OF MILLS} AGENT REFUND (CR): A refund of a tax credit, which was not requested on the Tax Return, lIay be requested by cOlllpleting an "Application for Refund of Pennsylvania Inheritance and Estate Tax" (REV-1313). Applications are available at the Office of the Register of Wills, any of the 23 Revenue District Offices, or by calling the special 24-hour answering service for forms ordering: 1-800-362-2050; services for taxpayers with special hearing and / or speaking needs: 1-800-447-3020 (Tr only). OBJECTIONS: Any party in interest not satisfied with the appraisement, allowance, or disallowance of deductions, or assessment of tax (including discount or interest) as shown on this Notice must object within sixty (60) days of receipt of this Notice by: --written protest to the PA Departllent of Revenue, Board of Appeals, Dept. 281021, Harrisburg, PA 11128-1021, OR --election to have the lIIatter deterlllined at audit of the account of the personal representative, OR --appeal to the Orphans' Court. ADMIN- ISTRATIVE CORRECTIONS: Factual errors discovered on this asses silent should be addressed in writing to: PA Department of Revenue, Bureau of Individual Taxes, ATTN: Post Assessment Review Unit, Dept. 280601, Harrisburg, PA 17128-0601 Phone (117) 787-6505. See page 5 of the booklet "Instructions for Inheritance Tax Return for a Resident Decedent" (REV-lS01) for an explanation of adMinistratively correctable errors. DISCOUNT: If any tax due is paid within three (3) calendar months after the decedent's death. a five percent (5X) discount of the tax paid is allowed. PENAL TV: The lSX tax allnesty 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 allnesty period. This non-participation penalty is appealable in the sallie 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: Interest is charged beginning with first day of delinquencY. or nine (9) months and one (1) day from the date of death, to the date of payllent. Taxes which became delinquent before January 1. 1982 bear interest at the rate of six (6X) percent per annum calculated at a daily rate of .000164. All taxes which becallle delinquent on and after January I, 1982 will bear interest at a rate which will vary froll calendar year to calendar year with that rate announced by the PA Depart.ent of Revenue. The applicable interest rates for 1982 through 2003 are: Interest Daily Interest Daily Interest Rate Factor Year Rate Factor Year Rate - - Daily Factor Year 1982 20X .000548 1987 OX .000247 1999 7r. .000192 1983 16r. .000438 1988-1991 11r. .000301 2000 8r. .000219 1984 11r. .000301 1992 .r. .000247 2001 .r. .000247 1985 13X .000356 1993-1994 7r. .000192 2002 OX .000164 1986 lOr. .000274 1995-1998 .r. .000247 2003 5r. .000137 --Interest is calculated as follows: INTEREST = BALANCE OF TAX UNPAID X NUMBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR --Any Notice issued after the tax becomes delinquent will reflect an interest calculation to fifteen (IS) days beyond the date of the assessment. If paYllent is made after the interest computation date shown on the Notice, additional interest must be calculated. REV_1470 EX (6-86) '* INHERITANCE TAX EXPLANATION COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE OF CHANGES BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG PA 17128-0601 DECEDENTS NAME FILE NUMBER GRIFFIE,JANE R 2102-0616 REVIEWED BY ACN Kathryn Harbilas 101 ITEM SCHEDULE NO. EXPLANATION OF CHANGES G Transfer and specific bequests are taxable outright to the beneficiaries before determining Residue. ROW Page 1 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT, 280601 HARRISBURG, PA 17128-0601 REV-1162 EX{11-961 RECEIVED FROM: PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT WEBBER RICHARD L JR ESQUIRE 126 EAST KING STREET SHIPPENSBURG, PA 17257 nn____ fold ESTATE INFORMATION: SSN: 208-42-3627 FILE NUMBER: 2102-0616 DECEDENT NAME: GRIFFIE JANE R DATE OF PAYMENT: 04/02/2003 POSTMARK DATE: 03/31/2003 COUNTY: CUMBERLAND DATE OF DEATH: 07/01/2002 NO. CD 002375 ACN ASSESSMENT CONTROL NUMBER AMOUNT 101 I $1,014.87 I I I I I I [ I TOTAL AMOUNT PAID: $1,014.87 REMARKS: RICHARD L WEBBER JR ESQUIRE CHECK# 121 SEAL INITIALS: AC RECEIVED BY: REGISTER OF WILLS DONNA M. OTTO DEPUTY REGISTER OF WILLS ~""n H8~ CI)~t:j t""'tiJ~ .!"oe: ~&=;t:1 ll>t'ln """,0 ".c~ 8~::3 Wi'" "'i'" '" t;) H '" H '" i'" o >,j "" H t""' t""' '" '" ~ ~ ~ 5 /1I->r- ZIll-ffTI 1Il0l-f ~ ~ g ~ ;u ::j Z )0 .Cl;:s/1ltn z-<tn }GllllO -!!l ~ 0 "";0... ~ III '" )> :; ~~=:fTI (;j ~cn 1O ..., :a n ~ I~ ~:'i t....) ;> z LC -< U"I " I " ~g~ =i4 ~ ;:;R):n::::i~-\J~ ~_v)J\J:JJ'D [..lOO~"..n=~....""(J o.'-.!:J:lCJO LO . ~ (J'J Ie, . --l oW -0 :D '" D" m DECEDENT'S ESTATE COURT OF COMMON PLEAS OF ~ o ~ -,-- ;' CUMBERLAND COUNTY PENNSYLVANIA `? ~ ~ , ~? , n ORPHANS' COURT DIVISION '~ n ~ ~ - ~.~=„ - ~~ ESTATE OF JANE R. GRIFFIE DECEASEh}' .- -~ ~ ~' - z , N . ~ No. 2002-00616 PETITION FOR ADJUDICATION / STATEMENT OF PROPOSED DISTRIBUTION PURSUANT TO Pa. O.C. Rule 6.9 This form may be used in all cases involving the Audit of the Account of a Decedent's Estate. If space is insuj~cient, riders may be attached. Attach the spouse's election, if any; the papers required under items 8-19 inclusive; and any instrument pertinent to the adjudication. INCLUDE ATTACHMENTS AT THE BAC% OF THIS FORM. Name of Counsel: Richard L. Webber, Jr., Esq Supreme Court I.D. No.: 49634 Name of Law Firm: WEIGLE & ASSOCIATES, P.C. Address: 126 East King Street, Shippensburg, PA 17257 Telephone: (717) 532-7388 Fax:_ (7171 532-5289 Fa-»~ OC-Ol rev. 10. /3.06 Page 1 of 10 n Estate of JANE R. GRIFFIE 1. Name(s) and address(es) of Petitioner(s): ,vane: Helen Kanupka Address: 193 North Condor Drive Rocky Hill, CT 06067 Identify any executors or administrators who have not joined in the Petition for Adjudication and Statement of Proposed Distribution and state reason: None Is this the first accounting by this fiduciary? ..................... ~ Yes ®No If not, identify prior accountings, the accounting periods covered, and the date of adjudication of the prior accounting. 2. Decedent died on 7-1-02 Letters Testamentary or ®Letters of Administration were granted to Petitioner(s) on 7-5-02 Date of Will (if applicable): 11-30-01 Date(s) of Codicil(s) (if applicable): Date of probate (if different from date Letters granted): Was a bond required? ~'es ®No If yes, state amount: Are proofs of advertising of the grant of Letters attached? ......... ~ Yes ~ No Dates of advertising of the grant of Letters: The Sentinel -July 12, 19 &26, 2002 Donna Weer 537 Springfield Road Deceased Shippensburg, PA 17257 Cumberland Law Journal -July 19, 26 & August 2, 2002 Forn:OC-Ol r•ev. 10.13.06 Page 2 of 10 Estate of JANE R. GRIFFIE Deceased 3. Was decedent survived by a spouse? ............................. DYes ~ No If yes, name of the surviving spouse: 4. Has the surviving spouse filed to take an elective share? ............. DYes ~ No (See Section 2201 et s_q. of the Probate, Estates and Fiduciaries Code) If yes, date of election: 5. In the case of an intestacy, state the names of the decedent's surviving children or surviving issue of deceased children (if none, so state): 6. Did decedent marry after execution of Will or Codicil(s)? ........... ~ Yes ~ No Were any children born to decedent after execution of Will or Codicil(s)? ........................................... ~ Yes ~ No If yes, give names and dates of birth: Name: Date of Birth: 7. If required by the Medical Assistance Estate Recovery Act, 62 P.S. § 1412, was a request for a statement of claim sent to ' the Department of Public Welfare? .............................. Yes ~ No Forn:OC-Ol rev. /0.13.06 Page 3 of 10 Estate of JANE R. GRIFFIE Deceased Written notice of the Audit as required by Pa. O.C. Rules 6.3, 6.7 and 6.8 has been or will be given to all parties in interest listed in item 9 below, all unpaid creditors and all claimants listed in item 10 below. In addition, notice of any questions requiring Adjudication as discussed in item 14 below has been or will be given to all persons affected thereby. A. If Notice has been given, attach a copy of the Notice as well as a list of the names and addresses of the parties receiving such Notice. B. If Notice is yet to be given, a copy of the Notice as well as a list of the names and addresses of the parties receiving such Notice shall be submitted at the Audit together with a statement executed by a Petitioner or counsel certifying that such notice has been given. C. If any person entitled to Notice is not sui juris (e.g., minors or incapacitated persons), Notice of the Audit has been or will be given to the appropriate representative on such party's behalf as required by Pa. O.C. Rule 5.2. D. If any charitable interest is involved, Notice of the Audit has been or will also be given to the Attorney General as required under Pa. O.C. Rule 5.5. In addition, the Attorney General's clearance certificate (or proof of service of Notice and a copy of such Notice) must be submitted herewith or at the Audit. 9. List all parties (charitable and non-charitable) of whom Petitioner(s) has/have notice or knowledge, having or claiming any interest in the estate as beneficiaries under the Will or Codicil(s) or as intestate heirs if there is a complete or partial intestacy: A. State each party's relationship to the decedent and the nature of each party's interest(s): FormOG01 rev. rn.i3.n~ pa.gego f 10 Estate of JANE R. GRIFFIE ,Deceased B. Identify each party who is not sui juris (e.g., minors or incapacitated persons). For each such party, give date of birth, the name of each Guardian and how each Guardian was appointed. If no Guardian has been appointed, identify the next of kin of such party, giving the name, address and relationship of each. N/A C. State why a Petition for Guardian/Trustee Ad Litem has or has not been filed for this Audit (see Pa. O. C. Rule 12.4). N/A D. If distribution is to be made to the personal representative of a deceased party, state date of death, date and place of grant of Letters and type of Letters granted. N/A Form OC-01 rev. !0.13.06 Page 5 of 10 Estate of JANE R. GRIFFIE ,Deceased 10. Other than the claim for the family exemption, list the names of all known claimants and the amount of their claims and state whether each claim is admitted. Nanre and Address of Each Claimant Amount ofGaim Clainr mill Claim Admilted? Be Paid In Full? None Yes ~ Yes ~No ~No Yes ©Yes ~No ~ No ^Yes ~ Yes ~No 0 No Yes ~ Yes ~No ~No If the estate is insolvent, attach a schedule setting forth the order of preference under 20 Pa.C.S. § 3392 and the proposed payments. 11. Was family exemption claimed? ................................ Yes ~No Was family exemption allowed? ................................ Yes /®No Family exemption claimant's name and relationship: Name: N~`~ Relationship: Fa•m OC-Ol rev. !0.13.06 Page 6 of 10 Estate of JANE R. GRIFFIE Deceased 12. The amount of Pennsylvania Transfer Inheritance Tax and additional Pennsylvania Estate Tax paid, the date(s) of payment(s), and the interest(s) upon which paid, are as follows: Date 3-31-03 6-21-04 Payment Interest 1,014.87 466.36 22.28 13. On the date of death, was the decedent a fiduciary (personal representative, trustee, guardian, agent under power of attorney) or surety on the bond of a fiduciary? ................... Yes ~ No If yes, provide the name of the estate, indicate whether an account has been filed and confirmed absolutely and all awards performed, or, in the alternative, how the decedent's estate will be discharged for the decedent's fiduciary administration of the estate. 14. A. Describe in detail any questions requiring adjudication and state the position of the Petitioner(s) as to each question: N/A B. Has notice of the question requiring adjudication been given to the parties identified in Paragraph 9 above? .................. ~ Yes ~ No 15. If Petitioner(s) has/have knowledge that a share has been assigned, renounced, disclaimed or attached, provide a copy of the assignment, renunciation, disclaimer or attachment, together with any relevant supporting documentation. Fa•m OC-OI rev. lt7J3.06 Page 7 of 10 Estate of JANE R. GRIFFIE Deceased 16. Had the decedent been adjudicated an incapacitated person? .......... ~ Yes ®No If yes, attach a copy of the Order if available; otherwise state the Court, term, number, date, and name of Hearing Judge. 17. A. List or attach a separate list of additional receipts and disbursements since the closing date of the Account. B. Has notice of the additional receipts and disbursements been given to the parties identified in Pazagraph 9 above? ............. ®Yes ®No 18. If a reserve is requested, state amount and purpose. Amoum: 1 692.56 F"~°s'e: Executor Commissions - 1,492.56 Weigle & Associates, P.C., costs - 200.00 If a reserve is requested for counsel fees, has notice of the amount of fees to be paid from the reserve been given to the parties in interest? ........................................ Yes ®No If so, attach a copy of the notice. 19. Is the Court being asked to direct the filing of a Schedule of Distribution? .......................... Yes ~No As to real estate only? ........................................ ~I'es ~ No Form OC-01 rev. 10.13.06 Page $ Of 1 O Estate of JANE R. GRIFFIE Deceased Wherefore, your Petitioner(s) ask(s) that distribution be awarded to the parties entitled and suggest(s) that the distributive shares of income and principal (residuary shares being stated in proportions, not amounts) are as follows: A. Income: Proposed Dtstributee(s) See attached Exhibit B B. Principal: Proposed Distributee(s) Amount/Proportion Amount/Proportion Submitted By: (All petitioners must sign. Add additional lines if necessary): ~tAl itf A ~ o~ Name of Petitioner: Nam Petiti er: Form OC-01 rev. 10.13.06 Page 9 of 10 Estate of JANE R. GRIFFIE Deceased Verification of Petitioner (Verification must be by at least one petitioner.) The undersigned hereby verifies * [that heishe f ~~1 ~ rate ~ ~~ of the above-named name of corporation L ~ S and] that the facts set forth in the foregoing Petition for Adjudication /Statement of Proposed Distribution which are within the personal .knowledge of the Petitioner are true, and as to facts based on the information of others, the Petitioner, after diligent inquiry, believes them to be true; and that any false statements herein are made subject to the penalties of 18 Pa. C.S. § 4904 (relating to unsworn falsification to authorities). ~~ a~L Signature of Petitioner * Corporate petitioners must complete bracketed information. Certification of Counsel The undersigned counsel hereby certifies that the foregoing Petition for Adjudication/ Statement of Proposed Distribution is a true and accurate reproduction of the form Petition ` authorized by the Supreme Court, and that no changes to the form have been made beyond the responses herein. !~ ~ ~ Signature of Counsel for Petitioner Form OC-01 rev. 10.13.06 Page 10 of 10 Scott Calaman Nephew $ 173.92 (Principal $167.13 1 Forest Breeze Court Interest $6.79) Fort Walton Beach, FL 32547 Mark Clepper Nephew $ 173.92 (Principal $167.13 210 Ponderosa Road Interest $6.79) Carlisle, PA 17013 Timothy Clepper Nephew $ 173.92 (Principal $167 13 815 Torrey Pine Drive . Interest $6.79) Sumter, SC 29150 Newville Historical Society Charity $ 0.00 69 South High Street Newville, PA 17241 Pikeville College Charity $1739.20 ~ (Principal $1685 58 147 Sycrarnore Street . Interest $53.62) Pikeville, KY 41501 Special Olympics Charity $1952.88 (Principal $1892 69 of Newington c/o Peter J. Boorman, Esquire . Interest $60.19) 365 Willard Avenue, Unit 2E Newington, CT 06111 Special Olympics of PA, Inc. Charity $1952.88 (Principal $1892 69 124 Washington Square . Interest $60.19) 2570 Blvd. of the Generals Norristown, PA 19403-3697 Humane Society of Charity $1952.88 (Principal $1892 69 Harrisburg Area, Inc. . Interest $60.19) Sinclair & Eppley Roads Mechanicsburg, PA 17055 PAWS, Inc. Charity $1952.88 (Principal $1892.69 P.O. Box 855 Interest $60.19) Camp Hill, PA 17011 Marines Toys for Tots Charity $1952.88 (Principal $1892.69 Attn: 1St Sgt. Saullo Interest $60.19) 2991 North 2nd Street Harrisburg, PA 17110 EXHIBIT Name and Address of Each Party in Interest Keith Calaman 1841 Walnut Bottom Road Newville, PA 17241 Krista Rife 437 Ohio Avenue Chambersburg, PA 17201 Darlene Rife Langley 5525 Callander Drive Springfield, VA 22151 Leah Rife 10814 Winchester Avenue Bunker Hill, WV 25413 Jim Rife 9872 Winchester Avenue Bunker Hill, WV 25413 Helen Kanupka 193 North Condor Drive Rocky Hill, CT 06067 George Kanupka 193 North Condor Drive Rocky Hill, CT 06067 Rebecca Kanupka 193 North Condor Drive Rocky Hill, CT 06067 Zelda Heller P.O. Box 546 Penn Valley, CA 95946 Louise Ohrum P.O. Box 546 Penn Valley, CA 95946 Michael Clepper 204 Richland Road Carlisle, PA 17013 Relationship Totallnheritance Nephew $ 173.92 Niece $ 193.86 Niece $ 60.00 Niece $ 402.00 Nephew $1055.00 Cousin $ 255.00 Cousin's $1300.16 Child Cousin's $1300.16 Child Principal & Interest Aunt $1739.20 (Principal $1685.58 Interest $53.62) Cousin $1739.20 (Principal $1685.58 Interest $53.62) Nephew $ 173.92 (Principal $167.13 Interest $6.79) Salvation Army Charity Territorial Headquarters Legal Dept. 440 West Nyack Road P.O.Box C-635 West Nyack, NJ 10994-1739 Kayenta Indian Missions Charity c/o Kayenta Presbyterian Church P.O. Box 277 Kayenta, AZ 86033 Pine Ridge Indian Reservation Charity c/o John Yellow Birde Steele, Pres. of Oglala Sioux Tribe Pine Ridge, SD 57770 Newville Little League a/k/a Charity Newville Little League, Inc. c/o Denise Miller, President 723 Green Spring Road Newville, PA 17241 $1952.88 (Principal $1892.69 Interest $60.19) $1952.88 (Principal $1892.69 Interest $60.19) $1952.88 (Principal $1892.69 Interest $60.19) $ 0.00 (Principal $0.00 Interest $0.00) TOTAL: $26,275.71 (Principal $25,606.16 Interest $ 669.54) PROPOSED DISTRIBUTIONS TO BENEFICIARIES Current Value Fiduciary 04/15/2008 Acquisition or as noted Value TO: Humane Society of Harrisburg Area 1,952.88 Michael Clepper 173.92 Kayenta Indian Mission -Pursuant to Paragraph THIRD(D)(4) 1,952.68 of Will Keith Calaman -Pursuant to Paragraph SECOND(A) 173.92 Louise Ohrum -Pursuant to Paragraph THIRD(C) of Will 1,739.20 Marine's Toys For Tots -Pursuant to Paragraph THIRD(D)(3) 1,952.88 of Will Mark Clepper -Pursuant to Paragraph SECOND(A) 173.92 Newville Historical Society -Pursuant to Paragraph FOURTH 0.00 of Will Newville Little League -Pursuant to Paragraph FOURTH of 0.00 Will PAWS -Pursuant to Paragraph THIRD(D)(2) of Will 1,952.88 Pikeville College -Pursuant to Paragraph THIRD(A) of Will 1,739.20 Pine Ridge Indian Reservation -Pursuant to Paragraph 1.952.88 THIRD(D)(4) of Will Salvation Army -Pursuant to Paragraph THIRD(D)(4) of Wiil 1,952.88 Scott Calaman -Pursuant to Paragraph SECOND(A) 173.92 Special Olympics of Capital Area -Pursuant to Paragraph 1,952.88 THIRD(D)(1) of Will Special Olympics of Newington, CN -Pursuant to Paragraph 1,952.88 THIRD(D)(1) of Will Timothy Clepper -Pursuant to Paragraph SECOND(A) 173.92 Zelda Heller -Pursuant to Paragraph THIRD(B) of Will 1,739.21 21,710.25 Total 21,710.25 EXHIBIT 0' In the Court of Common Pleas of County, Pennsylvania Orphans' Court Division File No. 21-02-0616 ~'Ca5,155.~~ Estate of Jane R. Griffie, Deceased _ _ a.k.a. Jane P. Griffie FIRST AND FINAL ACCOUNT AND SCHEDULE OF PROPOSED DISTRIBUTION Helen Kanupka and Donna C. Weer, Date of Death: Date of Incapacity, if any: Date of Appointment: Date of First Complete Advertisement: Accounting for the period: 07/01/2002 None 07/05/2002 07/29/2002 C_.. -~`L7 .-7 G-- _T. ~ r_ rn t`•J __..,., „r _.'- _~.. ~ J "T1 ,.._~ it <_J ` .~ ~ .~... rv 07/01/2002 to 04/15/2008 Purpose of Account: Helen Kanupka and Donna C. Weer, ,offer this Account to acquaint interested parties with the transactions that have occurred during the Administration. It is important that the Account be carefully examined. Requests for additional information or questions or objections can be discussed with: Richard L. Webber, Jr. Esquire Weigle ~ Associates, P.C. 126 East King Street Shippensburg, PA 17257 717-532-7388 Supreme Court I.D. No. 49634 ~,, F f ~~~ _ ~3 f" ~7 {. ~, ,--, - __~~ `-i'I :l --,-, SUMMARY OF ACCOUNT Estate of Jane R. Griffie, Deceased For the period of July 1, 2002 through April 15 2008 Proposed Distributions to Beneficiaries Current Paae Value 16 PRINCIPAL Receipts: This Account Net Gain (or Loss) on Sales or Other Dispositions Less Disbursements: Debts of Decedent Funeral Expenses Administration Expenses Federal, State 8 Local Taxes Commissions Fees Family Exemption Balance Before Distributions Transfer to (from) Principal Distributions to Beneficiaries Principal Balance on Hand For Information: Investments Made Changes in Holdings INCOME Receipts This Account Net Gain (or Loss) on Sales or Other Dispositions Less Disbursements Balance Before Distributions Transfer to (from) Income Distributions to Beneficiaries Income Balance on Hand For Information: Investments Made Changes in Holdings COMBINED BALANCE ON HAND Fiduciary Acquisition Value 21,710.25 3 - 4 64,297.19 0.00 64,297.19 5 24,525.35 5 6,766.85 5 - 6 866.15 6 1,822.12 6 1,492.56 6 - 7 3,156.25 0.00 38,629.28 25,667.91 0.00 8 4,816.18 9 20,851.73 10-12 13 - 14 858.52 0.00 858.52 0.00 858.52 0.00 0.00 15 858.52 21,710.25 - 2 - SCHEDULE A RECEIPTS OF PRINCIPAL Cash 07/01/2002 Farmers National Bank #5526329 -Vacation Cluh including accrued interest 07/01/2002 Farmers National Bank Christmas Club - Including accrued interest Total Cash Personal Property 07/01/2002 1994 Saturn Motor Vehicle VIN 1G82G5596R2207079 -Proceeds of sale 07/01/2002 Personal Property -Net proceeds of sale by Benny E. Rowe, Auctioneer 07/01/2002 Personal Property Total Personal Property Stocks /Listed 07/01/2002 18.0000 Sprint Corporation -Common Stock (18) shares ~ $10.77/Share 07/01/2002 68.0000 Verizon -Common Stock (68) shares 38.24/Share Total Stocks /Listed Real Estate 07/01/2002 Real Estate -together with improvements thereon, situate at 7 Railroad Avenue, Newville Borough, Cumberland County, Pennsylvania Total Real Estate Total Receipts Subsequent Principal Receipts 09/26/2002 Comcast Cable -Refund of portion of premium 07/09/2002 Dallas Rife -Gift to Estate (proceeds of jointly owned checking account) Fiduciary Acquisition Value 485.60 105.73 800.00 3,840.00 1,772.00 193.86 2,600.32 591.33 6,412.00 2,794.18 45.000.00 45,000.00 54,797.51 17.08 4,500.00 -3- SCHEDULE A RECEIPTS OF PRINCIPAL Continued 08/2612002 Deposit 0210412003 Discover Card Credit Protection -Refund 09/04/2002 Erie Insurance -Refund of portion of premium 06/18/2003 Internal Revenue Service -Refund of 2002 personal income tax 11/18/2002 J.C. Penney -Refund 07!01/2002 Miscellaneous Deposit 09/17/2002 Miscellaneous Deposit 09/17/2002 Miscellaneous Deposit 10/03/2002 Miscellaneous Deposit 10/04/2002 Miscellaneous Deposit 11/08/2002 Sprint Corporation -Check un-cashed as of DOD 07/01/2002 The Hartford -Check un-cashed as of DOD 08/26/2002 The Hartford -Policy Proceeds 07/01/2002 Verizon -Refund Total Subsequent Principal Receipts 485.11 8.99 50.00 506.54 30.05 38.00 100.00 100.00 61.38 90.00 1.50 115.25 3,369.60 26.18 Total Adjustments and Subsequent Receipts Fiduciary Acquisition Value 9,499.68 9,499.68 Total Receipts of Principal x4,297.19 -4- SCHEDULE C DISBURSEMENTS OF PRINCIPAL Debts of Decedent 07/2112002 Washington Mutual Finance 149.08 08/05/2002 AT&T Wireless 61.38 08/05/2002 Newville Water and Sewer Authority 69.41 08/05/2002 PP8~ L -Light bill 63.57 08/05/2002 Sprint -Telephone bill 23.04 08/17/2002 Washington Mutual Finance 149.08 08/20/2002 Sprint -Telephone Bill 12.16 08/26/2002 PPSzL -Light Bill 26.00 08/27/2002 Erie Insurance Group 57.00 08/28/2002 ATS<T Wireless 61.38 09/03/2002 Discover Platinum 18.48 09/11/2002 Kough's Oil Service -Fuel 65.00 09/17/2002 Washington Mutual Finance 2,463.28 09/19/2002 Farmers National Bank Checking Acc #14-879-2 20,184.15 - Mortgage Account #8700761 0 9/1 912 0 0 2 Net Real Estate Taxes -Paid at settlement 66.57 09/19/2002 Newville Water and Sewer Authority -Final Bill 53.51 09/19/2002 PA Dept of Revenue - -Realty Transfer Tax 450.00 09/21/2002 Bankcard Service 529.19 10/09/2002 PP8~L -Light Bill 23.07 Total Debts of Decedent 24.525.35 Funeral Expenses 08/17/2002 Flowers by Mountain Lakes 106.00 09/21!2002 Egger Funeral Home 6,210.85 11/05/2002 Dalles Rife II -Reimbursement for monument 450.00 Total Funeral Expenses 6,766.85 - 5 - SCHEDULE C DISBURSEMENTS OF PRINCIPAL Continued Administration Expenses 07/0112002 Overnight Mail -Fee for mortgage payoff 15.50 07/01/2002 Postage -Reimbursement to Helen Kanupka 35.02 07/01/2002 Postmaster -Postage 26.89 07/01!2002 Postmaster -Certified Mail 4.42 07/01/2002 Register of Wills -Filing fee for inventory and 25.00 inheritance return 07/05/2002 Register of Wills-Probate Fee 162.00 07/09/2002 Cumberland Law Journal-legal advertisement 75.00 07/11/2002 The Sentinel-legal advertisement 80.87 08/20/2002 Farmers National Bank -Fee for checks 12.00 08/22/2002 Boston Equiserve Limited -Transfer fee for 20.46 Verizon Stock 08/22/2002 Helen Kanupka -Reimbursement for notary. fees 25.00 and short cert~cate 08/22/2002 UMB Bank N.A. -Transfer fee for stock 3.00 09/19/2002 Credit to Purchaser of Real Estate -Septic 75.00 inspection 09/22/2002 South Central Home Settlements -preparation 85.00 of Deed 02/25/2003 Cumberland County Register of Wills -Short 3.00 Certificate 04/09/2003 Postage -Overnight Mail 10.41 04/10/2003 Postage -Overnight Mail 7.58 10/07/2007 Reserve for filing fee for Accounting 200.00 Total Miscellaneous Administrative Expenses Federal, State, and Local Taxes 03/13/2003 Capital Tax Collection Bureau - 2002 Local 6.54 Income Tax 866.15 - 6 - SCHEDULE C DISBURSEMENTS OF PRINCIPAL Continued 03/13/2003 Pennsylvania Department of Revenue - 2002 5.84 Personal Income Tax 03/13/2003 U.S. Treasury - 2002 Personal Income Tax 137.82 Return 03/13/2003 U.S. Treasury - 2002 Fiduciary Income Tax 137.82 03/31/2003 Register of Wills, Agent - PA Inheritance Tax 1,014.87 10/30/2003 Waste Management of Central Pennsylvania 11.83 04/15/2004 Pennsylvania Department of Revenue - 2003 8.26 Fiduciary Income Tax 06/21/2004 Register of Wills, Agent - PA Inheritance Tax 488.64 04/15/2005 Pennsylvania Department of Revenue - 2006 3.93 Fiduciary income taxes 04/1512006 Pennsylvania Department of Revenue - 2007 3.57 Fiduciary Income Tax 03/04/2008 Pennsylvania Department of Revenue - 2007 3.00 Fiduciary Income Tax Total Taxes Commissions 10/07/2004 Donna Weer, Co-Executor -Reserve for 746.28 Commission 10/07/2004 Helen Kanupka, Co-Executor -Reserve for 746.28 Commission Total Commissions Fees 10/08/2002 Weigle 8~ Associates, P.C. 11/20/2002 Weigle 8~ Associates, P.C. 03/24/2003 Weigle ~ Associates, P.C. 08/26/2003 Weigle 8~ Associates, P.C. Total Fees 968.75 750.00 1,000.00 437.50 1,822.12 1,492.56 3,156.25 - 7 - SCHEDULE C DISBURSEMENTS OF PRINCIPAL Continued TOTAL DISBURSEMENTS OF PRINCIPAL 38,629.28 - 8 - SCHEDULE D DISTRIBUTIONS OF PRINCIPAL 07/0112002 Newville Historical Society 07/18/2002 Darlene Langley 07/18/2002 James Rife 07/18/2002 Leah Rife -Personal Property George Kanupka 07/18/2002 Verizon 250.00 60.00 1,055.00 402.00 1,300.16 1,767.00 1,300.16 Helen Kanupka 07/18/2002 Personal Property 255.00 255.00 Krista Rife 07/18/2002 Sprint Corporation 193.86 193.86 Rebecca Kanupka 07/18/2002 Verizon 1,300.16 1,300.16 TOTAL DISTRIBUTIONS TO BENEFICIARIES 4,816.18 - 9 - SCHEDULE G RECEIPTS OF INCOME Interest/Bank Adams Countv National Bank Estate Checking Account 2087634 07/18/2002 1.41 08/19/2002 4.76 09/18/2002 7,75 10/17/2002 28,22 11/18/2002 31.76 12/18/2002 31.37 01/20/2003 34.29 02/20/2003 29.13 03/19/2003 31.26 04/20/2003 31.68 05/18/2003 26.75 06/18/2003 28,43 07/21/2003 24.35 08/18/2003 20.10 09/18/2003 20.57 10/19/2003 1 g,gg 11/19/2003 16.52 12/20/2003 13.97 01 /20/2004 15.88 02/18/2004 13.95 03/21/2004 11.07 04/20/2004 9.63 05/19/2004 9.31 06/20/2004 10.28 07/20/2004 9.46 08/19/2004 g,q,4 09/20/2004 10.07 10/20/2004 9.45 11 /21!2004 10.08 12/21/2004 10.43 01/23/2005 7.91 02/17/2005 9.81 03/20/2005 g,82 04/20/2005 g,1 g 05/19/2005 10.14 - 10 - SCHEDULE G RECEIPTS OF INCOME Continued 06/2012005 9.51 07/20/2005 10.15 08/2112005 9.52 09/20/2005 9.52 10/20/2005 9.84 11/20/2005 9.53 12/20/2005 9.53 01/19/2006 9.53 02/20/2006 g,54 03/22/2006 8.91 04/20/2006 10.18 05/21/2006 10.18 06120/2006 9.55 07/20/2006 9.55 08120/2006 g,gg 09/20/2006 g,gg 10/20/2006 10.20 11/20/2006 9.25 12/20/2006 9.58 01 /20/2007 10.54 02/19/2007 8,62 03/20/2007 g,34 04/2012007 8.63 05/20/2007 g,92 06/20/2007 7.96 07/19/2007 6.50 08/21/2007 7.39 09/19/2007 6.50 1012212007 6.76 11 /19/2007 5.38 12119/2007 5.51 01/17/2008 4,64 02120/2008 3.10 03/19/2008 1.79 858.52 TOTAL BANK INTEREST 858.52 TOTAL RECEIPTS OF INCOME 858.52 - 11 - PROPOSED DISTRIBUTIONS TO BENEFICIARIES Current Value Fiduciary 04/15/2008 Acquisition or as noted Value TO: Humane Society of Harrisburg Area 1,952.88 Michael Clepper 173.92 Kayenta Indian Mission -Pursuant to Paragraph THIRD(D)(4) 1,952.88 of Will Keith Calaman -Pursuant to Paragraph SECOND(A) 173.92 Louise Ohrum -Pursuant to Paragraph THIRD(C) of Will 1,739.20 Marine's Toys For Tots -Pursuant to Paragraph THIRD(D)(3) 1,952.88 of Will Mark Clepper -Pursuant to Paragraph SECOND(A) 173.92 Newville Historical Society -Pursuant to Paragraph FOURTH 0.00 of Wiil Newville Little League -Pursuant to Paragraph FOURTH of 0.00 Will PAWS -Pursuant to Paragraph THIRD(D)(2) of Wiil 1,952.88 Pikeville College -Pursuant to Paragraph THIRD(A) of Will 1,739.20 Pine Ridge Indian Reservation -Pursuant to Paragraph 1.952.88 THIRD(D)(4) of Will Salvation Army -Pursuant to Paragraph THIRD(D)(4) of Will 1,952.88 Scott Calaman -Pursuant to Paragraph SECOND(A) 173.92 Special Olympics of Capital Area -Pursuant to Paragraph 1,952.88 THIRD(D)(1) of Will Special Olympics of Newington, CN -Pursuant to Paragraph 1,952.88 THIRD(D)(1) of Will Timothy Clepper -Pursuant to Paragraph SECOND(A) 173.92 Zelda Heller -Pursuant to Paragraph THIRD(B) of Will 1,739.21 21,710.25 Tofal 21,710.25 - 12 - In the Court of Common Pleas of County, Pennsylvania Orphans' Court Division File No. 21-02-0616 Estate of Jane R. Griffie, Deceased Verification Helen Kanupka ,under the Last Will and Testament of Estate of Jane R. Griffie, Deceased, hereby declares under oath that she has fully and faithfully discharged the duties of her ofFce; that the foregoing Account is true and correct and fully discloses all significant transactions occurring during the accounting period; that all known claims against the estate have been paid in full; that, to her knowledge, there are not claims now outstanding against the estate; that all taxes presently due from the estate have been paid; and that more than four months have elapsed since the first complete advertisement of the granting of letters in this estate. 1 He n / a/nupka /~ ~ A l Dated: r,~~ l~~ c~0©g ~O~.c,rc--~-. C.... ~/._e.~¢.~t.~ Don na C. Weer -18- ~t~x mill ~t ~ 1 n ~~~t~~n~ OF JANE R GRIFFIE I, JANE R GRIFFIE, of 7 Railroad Avenue, Nevwille, Cumberland County, ~.., ~~ :~ ~~ . ~~_ Pennsylvania, being of sound and disposing mind, memory and understanding, do make, publish and declare this to be my Last Will and Testament, hereby revoking and malting void all previous Wills and Codicils heretofore made by me. FIRST I order and direct my Executors hereinafter named to pay all of my just debts, funeral expenses and expenses involved or connected with the administration of my estate as soon after my death as is reasonably possible. However, my Executors need not accelerate and pay those unmatured obligations whic~~~his, her or il:s opinion, it might be~~proper and more advantageous to retain or renew and pay as they become due and payable. If I do not own a burial plot or a gravy marker at the -irne of my death, I authorize my Executor/Executrix, in his, her or its sole discretion, to purchase a burial plot and to erect a suitable grave marker at my grave, and to expend sums from my estate for this purpose. EXHIBIT GRIFFIE & ASSOCIATES ApTTORNEYS-PT-LAW 200 NORTH HANOVER STREEt ale ! Ot l ~ CARLISLE. PENNSYLVANIA 17013 CHAMBERSBUR PENNSYLVANIa I give, devise and bequeath the following property, with all insurance proceeds thereon as follows: A. The sum of TWO HUNDRED AND XX/100 ($200 00) DOLLARS shall pass to each of my nephews, namely, MICHAEL CLEPPER, TIlVIOTHY CLEPPER, MARK CLEPPER, SCOTT CA-LAMAN and KEI'rg CA.I.AMAN. `, ,~ B. All items of personal property in my home, including household furnishings, furniture, appliances, Home Interior items and all other personal property upon which I have placed a specific individual's or institution's name, it is my intention and desire that my Co-Executrices provide that item of personal property to that named individual or institution as their sole possession. C. I direct my Co-Executrices hereinafter named to divide my additional personal property as I have listed on the separate memorandum placed here with my Last Will & Testament; or which memorandum has been placed with my hereinafter named legal counsel, such that the personal property items .which I deemed to be from the "Rife" side of my family will pass to my nieces, KRISTA RIFE, DARLENE ~L snd LE~.H P.I~'E, and my nephew, ,TIM RIFE, to be divided equivalently among my three nieces and one nephew as they may agree with the assistance of my Co-Executrices. Similarly, all items 'UO ~'~'. Hano-~~~r.S'treet GRIFFIE & ASSOCIATES Attorneys At Law T n n .. -.•""=~£;.i1"~...'."^:s:;.~\;•Xltr'~ it "^'^'^ -"izy:.~ k . ~ <`Peffer" side of my family as so noted - .•...:.,R that have Mme om t e ~._....--•- on the ll~~,,.b gEI,EN iCAr:UTP~-As and her memorandum shall pis to my cousin, on mY children as my Co-Executrices deem aPPrOpriate. -Executrices hereinafter named to re"~eW all of my D I further direct my CO to determine what ersonal property after the above distributi°~ remainin8 P le Historical Society, would be of value or interest to the Newer ur items, if anY~ ~/olumes (fo but not limited to, items such as the Bates Pa. including, 1863. Any such items that volumes) and the Chambersburg Newspaper of July eem to be valuable or of interest, such as the items my C°-Executrices d ve shall be provided to the Newville ITistorical Society. referenced ~° ~ safe deposit ecutrices to secure the stock ~~ificates in my E. I direct my Co Ex J nal Bank in Newville and provide for the transfer of my box at Farmers Natio ~,~ namely, GEORGE KANUPKA~ rv+ ~ ' \ stock to my cousin's children, Venzon uall between them, and' mY and REBECCA KANUPICA, to be divided eq y °~ gRISTA gLFE. remaiNng stock inyes>ments to my niece, _ THIRD -Executrices sell my real estate located at 7 Railroad Avenue, I direct that my Co County, Pennsylvsn~a• The manner in which they sell the NeN,ville Borough, Cumberland discretion, whether that be through their personal efforts, property shall be to their sole or through the • Lance of my legal counsel, through the use of a Realtor, throu~ the asses aforesaid real estate shall 'n of the property. The net proceeds of the sale of my auctions g be divided as follows: GRIFFIE & ASSaCIATES Attorneys At Law Page 3 of l0 inn •\:' 11rt11!)1•~:r Street i 381V. Main Street Chambersbur~~, P.4 17201 " '"""'`"'''A: "The,_ `of TWO THOUSAND AND XX/100 ($2,000.00) DOLLARS to PII~VII..LE COLLEGE, Pikeville, Kentucky; B. The sum of TWO THOUSAND AND .XX/100 ($2,000.00} DOLLARS to my aunt, ZELDA HEELER; C. The sum of TWO THOUSAND AND XX/100 ($2,000.00) DOLLARS to my cousin, LOUISE OHRUM; D. The entire remaining divided as follows: (1) TWENTY-FIVE (25%) PERCENT to be divided equally between the t~ J ~~~ Special Olympics of Newington, Connecticut, and the Special Olympics of the Capital Area; (2) TWENTY-FIVE (25%) PERCENT to be divided equally between the Humane Society Branch that serves Cumberland County, Pennsylvania, and PAWS; (3) TWENTY-FIVE (25%) PERCENT to be divided equally between the Marine's Toys for Tots effort and the Salvation Army for purposes of purchasing Christmas presents for children.at-.their annual Christmas party; and (4) TWENTY-FIVE (25%) PERCENT to be divided equally between the Kayenta Indian Mission in Kayenta, Arizona, and the Pine Ridge Indian Reservation in South Dakota. FOURTH The rest, residue and remainder of my estate that exists after the payment of all of my just debts, funeral expenses, and expenses involved in the administration of my estate, CRIFFIE & ASSOCIATES Attorneys At Law ?00 N. Hanover Street Page 4 of 10 38 N. Main Street Carlisle, PA 17013 Chambersburg, PA 17201 t .~._---_....-_.,~,-.. __~---.--- _ ---- --..._ _. _._. __. _..--- .... ~ m the First paragraph herein, and ~ or estate taxes, as descnb inheritance hereinbefore described, my Co- including anY and proceeds as the distributions of personai prope;t; receive compensation in the amount of FIVE (5%) Executrices shall be entitled to be divided egia~Y between the two of them for their PERCENT of mY net estate to estate. pthenMSe~ the rest, residue and remainder of my services as Co-Executrices of my ~~ Co-Executrices deem appropriate estate shall be liquidated in any fashion that my red therefrom being divided equally between the Newville with any such proceeds secu e~vville Littte League. However, my Co-$Xecutrices each Sistorical Society and the N ni to retain remaining items of personah Property that they shall be afforded the oppo~ tY uidating of my personal to retain as their sole possession prior to the final hq ~y w,sh .~ property- ~' FIFTH C\~ reinafter named use the services of my brother, I direct that my Co-Executrices he raising all of the personal property that is distributed DALLAS RIFE, for purposes of app u ores of placing a present value on those items to assist in as hereinbefore set forth for p rP the preparation of any inheritance or estate tax returns. SIXTH r/ExecuCrix the following powers in addition to and not in I grant my Executo of such powers as my Executor/Executrix shall hold by law: linutat~on ~ orate fiduciary To retain ahl prope~Y received including the stock of any rP (a) remains productive. wing hereunder, provided such proPert7' co oration, partnership, recapitalization' merger, rcergan1zation (b) To join u- any ~ osit to delegate authority with respect thereto; to dep or voting trust plan; GIZIFFIE & ASSOCIATES Attorneys At Lmv 38 N, MQin Stree page 5 of 10 Cha~nbersbur~, 1'A 1 200 N. Hanover Street Carlisle. P.4 17013 pay assessments; and generally to exercise all rights of investors, including but not limited to, the voting of shares. c To manage, operate, repair, improve, mortgage or lease on any terms any real O estate held or owned by my estate. (d) To operate any business that I may own ~ mY de~• ~~ (e) To invest any funds of my estate in any stocks, bonds, notes or other securities or property, real or personal, without regard to the principle of diversification or any other statute or general rule of law in his, her or its absolute discretion, it being my intention to give my Executor/Executrix the broadest investment powers possible, providing such investments do not unnecessarily Prevent the prompt settlement of my estate. (f) To sell or otherwise dispose of any property, real or personal, tangible or intangible, at any time forming a Part of my estate in any manner and on such terms and conditions as my Executor/Executrix shall see fit in his, her or its --_...._ - ~ .. absolute discretion. _ _.-- . __ _... _ _._.. __._ . . (g) To borrow money for the payment of taxes or for any other proper purposes in the administration of my estate, and to mortgage or pledge estate assets as security. (h) To compromise claims without court approval including, but not limited to, any controversies with the United States of America or the Commonwealth of Pennsylvania concerning estate and inheritance taxes on any interests that may pass under this my Last Will and Testament. GRIFFIE & ASSOCIATES Attorneys At Law Page 6 of 10 38 N. Main Street inn N F~anoti~er Street (-'hamhershur~, P,4 17201 ,. -~ - ~•~~:. vision or distribution of my estate. or in icing u~i, ~'ig h) ~ ~ .,.~~...___ -- and proper by mY ~) To undertake any and all acts deemed necessary xecutor/Executrix for the proper, advantageous and prompt management of E the settlement of my estate. (k) In general, to exercise all powers in the management of my estate which any individual could exercise in the management of similar property owned m his own right, upon such terms and conditions as to him, her or it may seem best and to execute and deliver all instruments and to do all acts which he, she or it s necessary or proper to carry out the purposes of this, my Last Will and deem Testament. SEVENTH No interest of any beneficiary of my estate, either in income or in principal, shall be subject to anticipation or pledge, assignment, sale or transfer in any manner, nor shall any J beneficiary have the power in any manner to charge or encumber his interest either in income or principal, nor shall the interest of any beneficiary be liable or subject in any manner while in the possession of my Executor/Executrix for the liability of such beneficiary. EIGHTH I nominate, constitute and appoint cousin, HELEN KANUPKA, and my dear fi-iend, DONNA WEB, or their survivor, as Co-Executors of this my Last Will and Testament. I direct that my Executor/Executrix shall not be required to give or post bond for the faithful performance of his, her or its duties in this or any other jurisdiction. GRIFFIE & ASSOCIATES Attorneys At Law 7 of 10 38 N. l~fain Street .. ,. ,r ii_..,..~..r Grvi~t Page l'i.,,...1,n.churv p.~ ~%~~~1 .~---- - hereb declare it to be my expressed desire that my Executor/Executrix employ I y firm of Griffie & Ass~tates, of Carlisle, Pennsylvania, for legal advice and the law • tance regarding this my last Will and Testament, they having considerable knowledge asses affairs, views and wishes respecting any matters that may arse at the probate of this of my strument, the administration of my estate, and the execution of the powers herein m mentioned. IN WITNESS WHEREOF, I have hereunto set my hand and seal to this, my Last of which Will and Testament, consisting of ten (10) typewritten pages, the first seven (7) for u ose of identification, this ~ I7 bear my signature on the side margin, P rP day of 1~-OJ~ ~~ b~ , 2001. ~j G~~ `-~ . L ANE R G ~; 200 N. Hanover Street GItIFFIE & ASSOCIATES Attorneys At Law Page 8 of 10 38 N. Main Street Chambersburg, PA 17201 WITNESS: COMMONWEAI-TH OF PENNSYLVANIA: COUNTY OF CUMBERLAND SS. I, JANE R GRIFFIE, the Testatrix whose name is signed to the attached or foregoing.instrument, having been duly qualified according to law, do hereby acknowledge that I signed and executed the instrument as my Last Will and Testament; that I signed it willingly, and that I signed it as my free and voluntary act for the purposes therein expressed. ~- 1C., L JANE R Sworn or affirmed and acknowledged before me by JANE R GRIFFIE the Testatrix this ~ ~ day of N~ ~;~-~ , 2001. A ~~~ 200 N. Hanover Street Carlisle, PA 17013 Notarial Seal Karisa J. Lehman, Notary Public Carlisle Boro, Cumberland County My Commission Expires Aug. 25, 2003 GRIFFIE & ASSOCIA TES Attorneys At Law Page 9 of 10 38 N. Main Street Cha»tbersbur~, PA 17,', 01 AFFIDAVIT COMMONWEALTH OF PENNSYLVANIA: SS COUNTY OF CUMBERLAND wE, ~,,-~o~K,~; ~51t,a~'~ ana ~~v~le, ( G.r~~•e the witnesses whose names are attached to the foregoing document, being duly qualified according to law, do depose and say that we were present and saw the Testatrix sign and execute the instrument as her Last Will and Testament; that she signed willingly and that she executed it as her free and voluntary act for the purposes therein expressed; that each subscribing witness in the hearing and sight of the Testatrix signed the Last Will and Testament as witnesses and that to the best of our knowledge the Testatrix was at the time 18 or more years of age, of sound mind and under no constraint or undue influence. l` Sworn or affirmed and subscrib efore me by ~ rCCc((,Q ~ L. ~l r~~ e and ~ c hl /i -J . ~"j!i ~ ~l CY Y- this () day of /l,t/l~~fYl~ , 2001. C~~~ 2 otary Pub 'c Notarial SNoltary Public Karisa J. Lehman, Carlisle eoro, Cumbes Au 26u 2003 lvly Commission Exp' 9• CRIFFIE & ASSOCL4 TES At>nrninrs s!1 l mu r ,, .. ~°' ., ~. PROOF OF PUBLICATION OF NOTICE IN CUMBERLAND LAW JOURNAL (Under Act No. 587, approved May 16, 1929), P. L.1784 STATE OF PENNSYLVANIA . ss. COUNTY OF CUMBERLAND Roger M. Morgenthal, Esquire, Editor of the Cumberland Law Journal, of the County and State aforesaid, being duly sworn, according to law, deposes and says that the Cumberland Law Journal, a legal periodical published in the Borough of Carlisle in the County and State aforesaid, was established January 2, 1952, and designated by the local courts as the official legal periodical for the publication of all legal notices, and has, since January 2, 1952, been regularly issued weekly in the said County, and that the printed notice or publication attached hereto is exactly the same as was printed in the regular editions and issues of the said Cumberland Law Journal on the following dates, viz: JULY19, 26, AUGUST 2, 2002 Affi~ult further deposes that he is authorized to verify this statement by the Culiiberland Law Journal, a legal periodical of general circulation, and that he is not interested in the subject matter of tht; aforesaid notice or advertisement, and that all allegations in the foregoing statements as to time, place and character of publication are true. Rog r M. Morgenthal, Editor Griffie, Jane R., decd. I etc oC the Ilorough of Newville. Cxeeutrices: I-ielen K~utupka and Donna Weer. 537 Sprin~Cield Rd.. Shiphensburg, PA 17157. Attorney: None. SWORN TO AND SUBSCRIBED before me this 2 day of AUGUST. 2002 Qai3T'l+ill~41. $EAi. 1.49a E. ~Si1fDEl3, ~~- PUl~IIC ~ ~, ~lnrl~;~rt~ttd Coucity _ _ r ~,~~ ~~ 5, 20Q5 EXHIBIT PROOF OF PUBLICATION State of Pennsylvania, County of Cumberland. Lori Saylor, Classified Advertising Manager of THE SENTINEL, of the County and+ State aforesaid, being duly sworn, deposes and says that THE SENTINEL, a newspaper of general circulation in the Borough of Carlisle, County and State aforesaid, was established December 13th, 1881, since which date THE SENTINEL has been regularly issued in said County, and that the printed notice or publication attached hereto is exactly the same as was printed and published in the regular editions and issues of THE SENTINEL on the following dates, viz Copy of Notice of Publication EXECUTOR NOTICE Cellars of Testamentary on the Estate of JANE R. GRIFFIE, late of the Borough of Newville, Cumberland County, Penna., deceased, have been granted to the undersigned. All persons knowing them- selves to be indebted to said Estate will make payment immediately, and those having claims will present item for set- tlement to: Helen Kanupka 193 N. Condor Drive Rocky Hill. CT 06067 or Donna Weer 537 Springfield Road Shippensburg, PA 17257 July 12, 19 & 26, 2002 Affiant further deposes that he is not interested in the subject matter of the aforesaid notice or advertisement, and that all allegations in the foregoing statement as to time, place and character of publication are true. July 31, 2002 Sworn to and subscribed before me this 31st day of July , 2002. M~7tary Public My commission expires: NOTARIAL SEAL SffIRIEY 0. DURNIN, Notary Public Canr~le Boro., Cumberland Countyry NY Co~tnrtl~slon Expires AuA. 9, 20b3 EXHIBIT IN RE: ESTATE OF JANE R. GRIFFIE, :IN THE COURT OF COMMON PLEAS OF Aka JANE P. GRIFFIE OF THE :CUMBERLAND COUNTY, PENNSYLVANIA BOROUGH OF NEWVILLE, :ORPHANS' COURT DIVISION CUMBERLAND COUNTY, :NO.2002-0616 PENNSYLVANIA, DECEASED :PA N0.21-06-00642 NOTICE This is to advise you that Helen Kanupka and Donna Weer, Co-Executors under the Will of Jane R. Griffie, aka Jane P. Griffie, deceased, have filed the First and Final Account of the administration of the said decedent's estate in the Office of the Register of Wills of Cumberland County, Pennsylvania. The said Account and Proposed Schedule of Distribution will be presented to the Court of Common Pleas of Cumberland County, Pennsylvania, Orphan's Court Division, of Cazlisle, Pennsylvania, in the assigned Courtroom of the Cumberland County Courthouse, One Courthouse Squaze, Carlisle, Pennsylvania, on Tuesday, October 14, 2008 at 9:30 A.M., for confirmation. Copies of the said Account and Proposed Schedule of Distribution aze enclosed herewith. This Notice is sent to you as an interested party, in accordance with the Rules of Court. Any exceptions or objections to the said Account or Proposed Schedule of Distribution may be filed prior to, or at that time and date, by any Party of Interest. You aze not required to appeaz at the audit. However, if you do not appeaz in person or by counsel, the Court will assume that you agree with the accounting and the distribution proposed by the accountants. Very truly yours, WEIGLE & ASSOCIATES, P.C. Date: July 28, 2008 ~ /l ~~ By: Richard L. Webber, Jr., Esquire Attorney for Executor 126 East King Street Shippensburg, PA 17257 (717) 532-7388 E~CHIBIT IN RE:ESTATE OF JANE R GRIFFIE, IN THE COURT OF COMMON PLEAS OF aka JANE P. GRIFFIE OF THE :CUMBERLAND COUNTY, PENNSYLVANIA BOROUGH OF NEVWILLE, :ORPHANS' COURT DIVISION CUMBERLAND COUNTY, ESTATE NUMBER 2002-0616 PENNSYLVANIA, DECEASED PA N0.21-02-0616 CERTIFICATE OF SERVICE I do hereby certify that on July 28, 2008, I served the Notice, First and Final Accounting, and Schedule of Proposed Distribution to each of the persons Iisted below by mailing a copy of the same by U.S. (Certified) First Class Mail, Return Receipt Requested: Keith Calaman Rebecca Kanupka Special Olympics of PA, Inc. 1841 Walnut Bottom Road 193 North Condor Drive .124 Washington Square Newville, PA 17241 Rocky Hill, CT 06067 2570 Blvd of the Generals Norristown, PA 19403-3697 Krista Rife Zelda Heller Salvation Army 437 Ohio Avenue P.O. Box 546 Territorial Headquarters Chambersburg, PA 17201 Penn Valley, CA 95946 Legal Dept. 440 West Nyack Road PO Box C-635 West Nyack, NY 10994-1739 Darlene Rife Langley Louise Ohrum Marines Toys for Tots 5525 Callander Drive P.O. Box 546 Attn: 1~` Sgt. Saullo Springfield, VA 22151 Penn Valley, CA 95946 2991 North 2°a Street Harrisburg, PA 17110 Leah Rife Newville Historical Society Kayenta Indian Missions 10814 Winchester Avenue 69 South High Street c./o Kayenta Presbyterian Church Bunker Hill, WV 25413 Newville, PA 17241 P.O. Box 277 Kayenta, AZ 86033 Jim Rife 9872 Winchester Avenue Bunker Hill, WV 25413 Pikeville College 147 Sycramore Street Pikeville, KY 41501 Pine Ridge Indian Reservation c/o John Yellow Birde Steele Ogala Sioux Tribe Pine Ridge, SD 57770 Helen Kanupka 193 North Condor Drive Rocky Hill, CT 06067 George Kanupka 193 North Condor Drive Rocky Hill, CT 06067 Newville Little League, Inc. c/o Denise Miller, President 723 Green Spring Road Newville, PA 17241 PAWS, Inc P.O. Box 855 Camp Hill, PA 17011 CERTIFICATE OF SERVICE Special Olympics of Newington, CT c/o Peter J. Boorman, Esquire 365 Willard Avenue, Unit 2E Newington, CT 06111 Date: July 28, 2008 Humane Society of Harrisburg Area, Inc Sinclair & Eppley Roads Mechanicsburg, PA 17055 WEIGLE & ASSOCIATES, P.C. gy: Richard L. ebber, Jr. Attorney for Co-Executors 126 East King Street Shippensburg, PA 17257 (717) 532-7388 IN RE:ESTATE OF JANE R. GRIFFIE, IN THE COURT OF COMMON PLEAS OF aka JANE P. GRIFFIE OF THE :CUMBERLAND COUNTY, PENNSYLVANIA BOROUGH OF NEWVILLE, :ORPHANS' COURT DIVISION CUMBERLAND COUNTY, ESTATE NUMBER 2002-Oblb PENNSYLVANIA, DECEASED PA N0.21-02-Oblb AFFIDAVIT OF SERVICE I, Roxanna J. Gettel, the undersigned adult individual, having been duly sworn according to law, deposes and says that on July 28, 2008, I served the Notice of Charitable Gift upon the Office of the Attorney General -Charitable Trust and Organization Section, by mailing the same postage paid, certified mail, and return receipt requested, at Shippensburg, Pennsylvania, addressed as follows: Office of the Attorney General Charitable Trust and Organization Section 14~' Floor, Strawberry Square Harrisburg, PA 17120 The signed return receipt is evidence of delivery to it and is attached hereto as Exhibit A. _;~ Dated: `~ ,~' ,~~ c%` %~ ~ ~~,~t:J-~~. ~. .~- '';`^-1f xanna J. Gettel Subscribed and sworn to before me the undersigned Notary Public on the (~ day of Cd ~~v~-~~ , 2008. - : Notary Public .~ r ? _;, ' - ''~'~t ~ Notarial Seal - "' ^ .~- Linda K. Klein, Notary Public ~: -, ` - ~ =-~=t ~ ~ ~ '~ ~ Shippensburg, PA Cumberland County _.~ -~ '' t _ Commission Expires Au ust i 5, 2008 cn WEfGLE Cx ASSOCIATES, P.C. -ATTORNEYS AT LAW - 126 EAST KfNG STREET - SHIPPENSBURG, PA 17257-1397 IN RE:ESTATE OF JANE R. GRIFFIE, IN THE COURT OF COMMON PLEAS OF aka JANE P. GRIFFIE OF THE :CUMBERLAND COUNTY, PENNSYLVANIA BOROUGH OF NEWVILLE, :ORPHANS' COURT DIVISION CUMBERLAND COUNTY, ESTATE NUMBER 2002-0616 PENNSYLVANIA, DECEASED PA N0.21-02-0616 PROOF OF SERVICE CERTIFIED MAIL~~., RECEIPT (Domestic Mail Only; No Insurance Coverage Prc c m LL `° Postage $ ~, , / 9 0 Certified Fee `S ~_ ~ r ~•~ l~ ~~ Postrnatk'~\` ~ Retum Receipt Fee ~., , , ~\ (Endorsement Required) ~ p~~ Here ~ O Restricted Delivery Fee ,, -I fLl (Endorsement Required) -> ~ r, ` ~ ~ Total Postage 8 Fees ~ ~~ U f <<~ "'--°~~/~ / ~ ~ ~_[ t _ O ent To a Office of__Attorne__y General __ t` orPO~to°14th Floor, Strawberry Square cm% sure: zi~e -----------------------g-------------------------------------------- Harrisbur PA 17120 •. ^ Complete items 1, 2, and 3. Also complete item 4 if Restricted Delivery is desired. ^ Print your name and address on the reverse so that we can return the card to you. ^ Attach this card to the back of the mailpiec~ or on the front if space permits. 1. Article Addressed to: Office of the Attorney General Charitable Trust and Org. Sec. 14th Floor, Strawberry Square Harrisburg, PA 17120 Signature ~ ' ~~a, Received by (Printed Name) ~~ F. f Deli t'} ^1s delivery address different from item 11~ ~] • ~ If YES, enter delivery address below: I~`tdo --~` 3. Service Type ~ Certified Mail ^ F~cpress Mail ^ Registered f7 Retum Receipt for Merchandise ^ Insured Mail ^ C.O.D. 4. Restricted Delivery? (Extra Fee) ^ y~ 2. Article Number 7DD5 1820 DDDS 633$ 4682 (Transfer from service label PS Form 3811, February 2004 Domestic Return Receipt iozsss-o2-M-isao WEIGLE & ASSOCIATES, PC. -ATTORNEYS AT LAW - 726 EAST KING STREET - SHIPPENSBURG, PA 77257-7397 IN RE:ESTATE OF JANE R. GRIFFIE, IN THE COURT OF COMMON PLEAS OF aka JANE P. GRIFFIE OF THE :CUMBERLAND COUNTY, PENNSYLVANIA BOROUGH OF NEWVILLE, :ORPHANS' COURT DIVISION CUMBERLAND COUNTY, ESTATE NUMBER 2002-0616 PENNSYLVANIA, DECEASED PA N0.21-02-0616 SUPPLEMENTAL CERTIFICATE OF SERVICE I do hereby certify that on July 31, 2008, I served the Notice, First and Final Accounting, and Schedule of Proposed Distribution to each of the persons listed below by mailing a copy of the same by U.S. (Certified) First Class Mail, Return Receipt Requested: Krista Rife 6539 Molly Pitcher Highway Shippensburg, PA 17257 Scott Calaman 126 South Shore Drive Miramar Beach, FL 32550 Date: July 31, 2008 ~Ur r a~~J , ~l r ;;..1 T'~> > > ~; ~~0 ~~~~7~1 WEIGLE & ASSOCIATES, P.C. BY~ U ` L `-'~ Richard L. Webber, Jr. c~- Attorney for Co-Executors 126 East King Street Shippensburg, PA 17257 (717) 532-7388 't0 ~ ~ ~?d ~_ ~(l~ ~'~?OZ' IN RE:ESTATE OF JANE R. GRIFFIE, IN THE COURT OF COMMON PLEAS OF aka JANE P. GRIFFIE OF THE :CUMBERLAND COUNTY, PENNSYLVANIA BOROUGH OF NEWVILLE, :ORPHANS' COURT DIVISION CUMBERLAND COUNTY, ESTATE NUMBER 2002-0616 PENNSYLVANIA, DECEASED PA N0.21-02.-0616 PRAECIPE TO FILE RESPONSE OF ATTORNEY GENERAL TO THE REGISTER OF WILLS: Please docket the attached copy of a letter from the OfFice of the Attorney General - Charitable Trusts and Organizations Section, dated August 4, 2008 indicating no objection to the First and Final Accounting. i y. Date: `. ' WEIGLE & ASSOCIATES, P.C. Richard L. Webber, Jr. Attorney for Co-Executors 126 East King Street Shippensburg, PA 17257 (717) 532-7388 --, u: (..;' ~+ ~~ WEIGLE: & ASSOCIATES. P. C. - ATTORNEYS AT LAW - 1Z6 EAST KING STREET - SHIPf-~ENSE3U RG, PA 17257-1397 . ~-,t ~~v COMMONWEALTH OF PENNSYLVANIA OFFICE OF ATTORNEY GENERAL September 27, 2007 TOM CORBETT ATTORNEY GENERF~L Richard L. Webber, Jr., Esquire WEIGLE & ASSOCIATES, P.C. 126 East King Street Shippensburg, PA 17257-1397 Re: Estate of Jane R. Griffie/ No. 36-2002-00616 Dear Mr. Webber: Charitable Trusts and Organizations Section 14th Flr., Strawberry Sq. Harrisburg, PA 17120 Phone: (717) 783-2853 Facsimile: (717) 787-1190 This will acknowledge receipt of your notice under Supreme Court Orphans' Court Rule 5.5 regarding the above-captioned matter. I have reviewed the First and Final Accounting of iHelen Kanupka and Donna C. Weer, as Co-Executrices for the Estate of Jane R. Griffie, Deceased and have no objections. At your earliest convenience, kindly forward exE~cuted copies of the receipt and releases signed on behalf of the charities. Please be advised that the above review was made pursuant to the ap rens ap trice function of this office and has no bearing on any matter unrelated thereto. Be fiirtfl@r ciC7V+58U tiidi ii-~ij (iU uujCC,tiuni i~ ba~cu C~ ti i~ i^f~^rr1"ir'i. tlJn S!..'h!''•';;t±o~l {~ the (lffirP of Attorney General and therefore is conditioned upon its accuracy submissions or omissions. Very truly yours, ,/~ r old ~-~ .`..._- ohn L. Downing Deputy Attorney General JLD/srh COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNYSLVANIA ORPHANS' COURT DIVISION Docket No: 2l -2002-0616 IN RE: FIRST AND FINAL ACCOUNT OF HELEN KANIJPKA AND DONNA C. WEER, CO-EXECUTRIXES FOR THE ESTATE OF JANE R. GRIFFIE a/k/a JANE P. GRIFFIE, LATE OF NEWVILLE BOROUGH, CUMBERLAND COUNTY, PENNSYLVANIA, DECEASED. AND PETITION FOR ADJUDICATION/STATEMENT OF PROPOSED DISTRIBUTION ORDER OF COURT AN NOW, this 14th day of October, 2008, the herein account is confirmed absolutely and distribution is decreed in accordance with the proposed schedule of distribution herewith. BY THE COURT, J. W~sley Oler, Jr., c-~ r ~; `o ~-; _ -; a - ,- ,_ _ ~- - ~ -_~~ . ~ -- =' w - cn