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03-0526
BUREAU OF ZNDZVZDUAL TAXES INHERITANCE TAX DTVZSZON D£PT. 280601 HARRISBURG, PA 17128-0601 STEPHEN L BL00N 2100 LONGS GAP RD CARLISLE COHHONWEALTH OF PENNSYLVANIA DEPARTNENT OF REVENUE NOTICE OF INHERITANCE TAX APPRAISENENT, ALLO#ANCE OR DISALLO#ANCE OF DEDUCTIONS AND ASSESSNENT OF TAX Recor:',-" .... ,:: O~ATE I~¢ *. ': ESTATE OF DATE OF DEATH FILE NUNBER ACN 0~-05-2004 CUPER 06-12-2003 21 03-0526 CUNBERLAND 101 RE¥-1547 EX AFP CHARLES PA 17013' i' Aeount HAKE CHECK PAYABLE AND REHZT PAYNENT TO: REGISTER OF WILLS CUHBERLAND CO COURT HOUSE CARLISLE, PA 17013 CUT ALONG THIS LINE ---;: .................. ..... .... REV 1547 EX AFP (01 03) NOTZCE OF ~NHERZTANCE TAX APPRAZSENENT~~k~-~- ................. ESTATE OF DZSALLO~ANCE OF DEDUCTZONS AND ASSESSHENT OF TAX CUPER CHARLES FZLE NO. 21 03-0526 ACN 101 DATE 0~-05-200~ TAX RETURN HAS: (X) ACCEPTED AS FILED RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE ( ) CHANGED APPRAISED VALUE OF RETURN BASED ON: 0RIGZNAL RETURN 1. Real Estate (Schedule A) (1) 2. Stocks and Bonds (Schedule B) (2) S. Closely Held Stock/Partnership Interest (Schedule C) (S) ~. Hortgages/Notes Receivable (Schedule D) (1) 5. Cash/Bank Deposits/Nisc. Personal Property (Schedule E) (5) 6. Jointly O~ned Property (Schedule F) (6) 7. Transfers (Schedule G) " 8. Tote1 Assets (7) APPROVED DEDUCTIONS AND EXENPTZONS= 9. Funeral Expenses/Adm. Costs/Nisc. Expenses (Schedule H) (9) 10. Debts/Nortgage L1abilities/Liens (Schedule I) (10) 11. Total Deductions 12. Net Value of Tax Return 16~z900.00 28z609.21 .00 .00 Z27~558.98 20z719.20 .00 (8) 49,715.61 23.00 (11) NOTE: To insure proper credit to your account, submit the upper portion of this form ~ith your tax payment. 441,767.39 392,028.78 ZF PAID AFTER DATE INDICATED, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. (z$). .00 x O0 = .00 (16) 591,109.58 x 045= 17,599.9~ (17). .00 x 12 = .00 (18) 919.20 x 15 = 137.88 (19)= 17,737.81 ANOUNT ~ ---~3, ~s.~ TOTAL ~ BALANCE OF TAX DUEI INTEREST AND PEN. TOTAL DUE .00 .00 17,737.81 .00 .00 .00 ( ZF TOTAL DUE IS LESS THAN 91, NO PAYNENT IS RE~UIRED. IF TOTAL DUE ZS REFLECTED AS A "CREDIT" (CR)~ YOU HAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTIONS.} 15. Amount of Line lq a* Spousal rate 16. Amount of Line l~ taxable a~ Lineal/Class A ra~e 17. Amoun~ of Line lq at Sibling rate 18. Amount of Line lq taxable at Collateral/Class B rate 19. Principal Tax Due TAX C_REDZTS = uz-17-ZO0~ [ CDOO3591 INTEREST/PEN PAID (-) (12) 15. Charitable/Governmental Bequests; Non-elected 9115 Trusts (Schedule J) (15) O0 1~. Net Value of Estate Subject to Tax ' (l~) 392,028.78 NOTE= ~f an assessment ~as issued previously, lines 1~, 15 and/or 16, 17, 18 and 19 ~ill reflect figures that include the total of ALL returns assessed to date. ASSESSHENT OF TAX= PETITION FOR PROBATE and GRANT OF LETTERS Estate of CHARLES CUPER, also known as Deceased Social Security No. 210-01-7365 No. To: 21-03-,.520, Register of Wills for the County of Cumberland in the Commonwealth of Pennsylvania The petition of the undersigned respectfully represents that: Your petitioner is 18 years of age or older and the Executoe' named in the last will of the above decedent, dated March 29, 2001 and codicil(s) dated [none]. Decedent was domiciled at death in Cumberland County, Pennsylvania, with his last family or principal residence at 250 Dorwood Drive, North Middleton Township, Carlisle, Pennsylvania. Decedent, then 87 years of age, died June 12, 2003, 'at 250 Dorwood Drive, North Middleton Township, Pennsylvania. Except as follows, decedent did not marry, was not divorced and did not have a child born or adopted after execution of the will offered for probate; was not the victim of a killing and was never adjudicated incompetent: [none] Decedent at death owned property with estimated values as follows: (If domiciled in Pa.) Ail 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: 250 Dorwood Drive, Carlisle, PA 17013 $ 50,000.00 $ $ $125,000.00 WHEREFORE, petitioners respectfully request the probate of the last will and codicil(s) presented herewith and the grant of letters testamentary thereon. Ralph K. Hill 550 Basket Road Oley, PA 19547 OATH OF PERSONAL REPRESENTATIVE COMMONWEALTH OF PENNSYLVANIA ) : SS. COUNTY OF CUMBERLAND ) The petitioner above-named swears or affirms that the statements in the foregoing petition are true and correct to the best of the knowledge and belief of petitioner and that as personal representative of the above decedent, petitioner will well and truly administer the estate according to law. Sworn to or affirmed and subscribed before me this 2.(.~TI4 day of ~3~~ , ,29,03.. , Ralph K. hill Estate of CHARLES CUPER, Deceased DECREE OF PROBATE AND GRANT OF LETTERS AND NOW, k,~CLlkf F: k,~ , 2003, 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 March 29, 2001, and described therein be admitted to probate and filed of record as the last will of Charles Cuper and Letters Testamentary are hereby granted to Ralph K. Hill. Will Book # Page FEES Probate, Letters, Etc. $ ~ 3~-O0 Short Certificates (5) $ t &. (~ ,,3-'c,p $ l©. oo TOTAL $ ~ ~C~, tOO Stephen L. Bloom, Esquire Sup. Ct. I.D. No. 49811 2100 Longs Gap Road Carlisle, PA 17013 (717) 249-7717 C:~LAS~ESTATES\8554-2pet I LAST WILL AND TESTAMENT I, CHARLES CUPER, of 250 Dorwood Drive, Carlisle, North Middleton Township, Cumberland County, Pennsylvania, being of sound and disposing mind and memory, do hereby make, publish and declare this to be my Last Will and Testament, hereby revoking any and all former Wills or Codicils by me made. 1. I direct that I be buried with my wife, Anna, in Indiantown Gap National Cemetery (9A-362), Annville, Pennsylvania. No purchase of a marker shall be necessary, as same is provided for by the Federal government. 2. I direct that all my legally enforceable debts, funeral expenses, testamentary expenses and all inheritance taxes (whether such taxes may be payable by my estate or by any recipient of any property) shall be paid from my residuary estate as soon as practicable after my decease and as part of the administration of my estate. My personal representative shall have no duty or obligation to obtain reimbursement for any such tax so paid, even though on proceeds of insurance or other property not passing under this Will. 3. I give such items of personalty as are itemized in a certain list attached hereto to the persons named thereon, which list is signed and dated by me at the end thereof. 4. I give, devise and bequeath all the rest, residue and remainder of my estate, both real and personal property, in equal shares, unto my children, KAREN MORSE, now of Box 75, Wrangell, Alaska, 99929, and CHARLES JOHN CUPER, now of 125 Alabama Lane, Williamsburg, Virginia, 23185, absolutely. 5. In the event that either of my said children shall fail to survive me, but shall leave issue surviving, then such deceased child's share shall be held by my Trustee and the net income therefrom Page 1 of 4 Pages C.C. shall be used for the support, maintenance and education of the issue of such deceased child, per stirpes. My Trustee shall use as much of the principal as he shall deem desirable for said purposes. My Trustee shall distribute absolutely the principal of such share of such deceased child to the issue of such deceased child, per stirpes, as each shall attain the age of twenty-one (21) years. In the event that any of my children shall fail to survive me and not leave issue surviving, then such deceased child's share shall be added to the share of my other child as if originally a part thereof. 6. I nominate, constitute and appoint my brother-in-law, RALPH K. HILL, now of 550 Basket Road, Oley, Pennsylvania, 19547, as Executor of my estate. In the event the said RALPH K. HILL is unable or unwilling to so act, then I appoint STANLEY M. DEGLER, now of R.D. 3, Box 360, Fleetwood, Pennsylvania, 19502, as Executor of my estate. I direct that the Executor shall be entitled to a commission of five percent (5%) of my gross estate. 7. I nominate, constitute and appoint the said RALPH K. HILL as Trustee under the terms of this Last Will and Testament. In the event the said RALPH K. HILL is unable or unwilling to so act, then I appoint the said STANLEY M. DEGLER as Trustee under the terms of this Last Will and Testament. 8. I direct that neither my personal representative nor my Trustee shall be required to file a bond to secure the faithful performance of their duties in any jurisdiction. 9. I direct that any legal counsel engaged by my Executor in connection with the administration of my estate shall be compensated only for professional services actually rendered, at the then- prevailing hourly rate of such counsel and/or the staff thereof for such services, and that the total compensation of such counsel shall in no event exceed five percent (5%) of my gross estate. 10. I authorize and empower my personal representative and Trustee, in their sole and absolute discretion, to purchase or otherwise acquire and retain any investments of which I die seized or any Page 2 of 4 Pages C.C. real or personal property of any nature; to sell, lease, pledge, mortgage, transfer, exchange, dispose of or grant options in regard to any or all property of any kind forming a part of my estate for such terms and such prices as they may deem advisable; to borrow money for any purposes connected with the protection and preservation of my estate; to mortgage or pledge any real or personal property forming a part of my estate or to join in or secure the partition of same; to compromise any claims or demands of my estate against others or of others against my estate; to make distribution in kind and to cause any share to be composed of cash, property or undivided fractional shares in property different in kind from any other share; to employ agents, attorneys and proxies and to delegate to them such power as my personal representative and Trustee consider desirable and to pay reasonable compensation for such services as may be rendered by such agents, attorneys and proxies; and to execute and deliver such instruments as may be necessary to carry out any of these powers. In addition, I direct that my personal representative shall have the power to conduct an inventory of any safe deposit box necessary to the administration of my estate. IN WITNESS WHEREOF I have hereunto set my hand and seal this ~q ~ay of March, 2001. ../~2~. (SEAL) Ch-~rlesCuper- -- ~' tt-~ SIGNED, SEALED, PUBLISHED AND DECLARED by the above-named Testator, as and for his Last Will and Testament, in the presence of us, who at his request, have hereunto subscribed our names as witnesses thereto, in the presence of the said Testator and of each other. Page 3 of 4 Pages COMMONWEALTH OF PENNSYLVANIA ) COUNTY OF CUMBERLAND ) SS. I, CHARLES CUPER, Testator, 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; that I signed it willingly; and that I signed it as my free and voluntary act for the purposes therein expressed. q., Sworn or affirmed to and acknowledged before me by CHARLES CUPER, the Testator, this Y(~ay of March, 2001. NlJtary Public COMMONWEALTH OF PENNSYLVANIA ) 'SS. COUNTY OF CUMBERLAND ) Notadal Seal Sharon E. Bloom, Notary Public North Middleton Twp., Cumberland County My Commission Expires Aug. 5, 2002 Member, Pennsylvania Association o! Notaries the witnesses whose n~es are signed to the attached or foregoing instrument, being duly qualified according to law, do depose ~d say that we were present and saw CHARLES CUPER, the Testator, sign and execute the instrument as his Last Will; that the Testator signed willingly and that the Testator executed it as his free and voluntaw act for the pu~oses therein expressed; that each of us, in the hearing and sight of the Testator, signed the Will as witnesses; ~d that to the best of o~ knowledge the Testator was at that time 18 or more ye~s of age, of sound mind and under no constraint or undue influence. Address ~oo ~i, Address Sworn or affirmed to and subscribed before ~e this ~c/'~l'a/y of March, 2001· Not/ary Publi~ ' C:\SLB\Estate Planning\8554.1 will.doc Page 4 of 4 Pages Notarial Seal "I Sharon E. Bloom, Notary Public North Middleton Twp., Cumberland County My Commission Expires Aug. 5, 2002 Member, Pennsylvania Association or Notaries CERTIFICATION OF NOTICE UNDER RULE 5.6(a) Name of Decedent: CHARLES CUPER Date of Death: June 12, 2003 File No. 21-03-0526 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 estate on July 9, 2003: Name Address Karen Morse Charles John Cuper Box 75, Wrangell, Alaska 99929 125 Alabama Lane, Williamsburg, VA 23188 Notice has now been given to all persons entitled thereto under Rule 5.6(a) except: N/A Date: July 21, 20O3 Stephen L. Bloom, Esquire 2100 Longs Gap Road Carlisle, PA 17013 (717) 249-7717 Capacity: Counsel for Personal Representative C:\LAS~Estates\8554-2cert.not 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 003492 BLOOM STEPHEN L 2100 LONGS GAP ROAD CARLISLE, PA 17013 --: ..... fold ESTATE INFORMATION: SSN: 210-01-7365 FILE NUMBER: 2103-0526 DECEDENT NAME: CUPER CHARLES DATE OF PAYMENT: 01/30/2004 POSTMARK DATE: 00/00/0000 COUNTY: CUMBERLAND DATE OF DEATH: 06/12/2003 ACN ASSESSMENT CONTROL NUMBER AMOUNT 101 $13,145.23 REMARKS: TOTAL AMOUNT PAID: $13,145.23 i SEAL CHECK//1020 INITIALS: JA RECEIVED BY: GLENDA FARNER STRASBAUGH REGISTER OF WILLS REGISTER OF WILLS COMMONWEALTH OF PENNSYLVANIA [~EPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG, PA 17128-0601 RECEIVED FROM: BLOOM STEPHEN L 2100 LONGS GAP ROAD CARLISLE, PA 17013 PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT NO. REV-1162 EX(11-96) CD OO3561 ........ fold ESTATE INFORMATION: SSN: 210-01-7365 FILE NUMBER: 2103- 0526 DECEDENT NAME: CUPER CHARLES DATE OF PAYMENT: 02/17/2004 POSTMARK DATE: 00/00/0000 COUNTY: CUM BERLAN D DATE OF DEATH: 06/12/2003 ACN ASSESSMENT CONTROL NUMBER AMOUNT 101 $4,592.58 REMARKS: SEAL CHECK//1026 TOTAL AMOUNT PAID' $4,592.58 INITIALS: JA RECEIVED BY: GLENDA FARNER STRASBAUGH REGISTER OF WILLS REGISTER OF WILLS · , OOMMON'~'"OFPE. NSVLV'~A INHERITANCE TAX RETURN 'LE"UMBER DEPARTMENT OF REVENUE DEFT. 2S0601 RESIDENT DECEDENT 21 03 00526 HARRISBURG, PA 17128-0601 DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL) SOCIAL. ~E~uRITY NUMBER Cuper, Charles / 210- 01 - 7 3 6 5 ~l D-A-~-E 0~DEATH (MM:DD-Y~ARi i D'~'rE Of BiRTH (MM-DD:Y~A~ ..... Cl THIS RETURN MUST BE FILED IN DUPLICATE WITH THE ,~ 06/12/2003 : 01/05/1916 '" REGISTER OF WILLS ° ~Z-*~PUCAB~) SVRV ~N~ APO%~'S NAMe( ~ST. F,&-:r Ahb G,66EE ~NmALi - ' SOC;IAI_'SEcuRIT"~ NUMBEFI / ~ ~ oiiginal Return - ~]- 2. Su-pCementai-~turn r-i :3. Remai.ae~Retu~ (d.t~ ofheath p;iorig f~:~3-~2)" ~ u~ [] 4. Limited Estate [] 4a. Future Interest Compromise (date of death after ,v ~.' 12-12-82) [] 5. Federal Estate Tax Return Required OD o ~ ~ [] 6. Decedent Died Testate (Attach copy [] 7. Decedent Maintained a Living Trust (Attach 0 8. Total Number of Safe Deposit Boxes of Will) copy of Trust) ~ r"'l 9. Litigation Proceeds Received [] 10. Spousal Poverty Credit (date of death between [] 11.Election to tax under Sec. 9113(A)(AttachSchO) 12-31-91 and 1-1-95) ]COMP.E~'E M^,Li"~ ~OOREss phen k Bloom i :IRM NAME (If applicable) O0 Stephen L. Bloom, Esquire -ELEPHONE NUMBER 717/249-7717 1. Real Estate (Schedule A) (1) 2. Stocks and Bonds (Schedule B) (2) 3. Closely Held Corporation, Partnership or Sole-Proprietorship (3) 4. Mortgages & Notes Receivable (Schedule D) (4) 5. Cash, Bank Deposits & Miscellaneous Personal Property (5) (Schedule E) 6. Jointly Owned Property (Schedule F) (6) [] Separate Billing Requested 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (7) (Schedule G or L) 8. Total Gross Assets (total Lines 1-7) 9. Funeral Expenses & Administrative Costs (Schedule H) (9) 10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) (10) 11. Total Deductions (total Lines 9 & 10) 12. Net Value of Estate (Line 8 minus Line 11 ) 2100' Longs Gap Road Carlisle, PA 17013 164,900.0~.._ 28,609.2t: Non~;~. 227,538.9~ 20,719.20 None 49,715.61 23.00 13. Charitable and Governmental Bequests/Sec 9113 Trusts for which an election to tax 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 15.Amount of Line 14 taxable at the spousal tax rate, x or transfers under Sec. 9116(a)(1.2) 16. Amount of Line 14 taxable at lineal rate 17.Amount of Line 14 taxable at sibling rate 18. Amount of Line 14 taxable at collateral rate 19. Tax Due 391,109.58 919.20 X X X .00 .045 .12 .15 (8) 441,767.39 (11) 49,738.61 (12) 392,028.78 (13) (14) 392,028.78 20. [] REVERSE S DE AND RECHECK MATH << Copyright 2000 form software only The Lackner Group, Inc. Form REV-1500 EX (Rev. 6-00} (15) (16) 17,599.93 (17) (~8) 137.88 H9) 17,737.81 Decedent's Complete Address: ST:LET ADDRESS 250 Dorwood Drive I~'Y Carlisle [STATE PA ZiP 17013 Tax Payments and Credits: 1. Tax Due (Page 1 Line 19) 2. Credits/Payments A. Spousal Poverty Credit B. Prior Payments C. Discount 13,145.23 (1) Total Credits (A + B + C) (2) 3. Interest/Penalty if applicable D. Interest E. Penalty Total Interest/Penalty (D + E) (3) 4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT. (4) Check box on Page 1 Line 20 to request a refund 5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5) A. Enter the interest on the tax due. (5A) B. Enter the total of Line 5 + 5A. This is the BALANCE DUE. (5B) Make Check Payable to: REGISTER OF WILLS, AGENT 17,737.81 13,145.23 0.00 4,592.58 4,592.58 PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS 1. Did decedent make a transfer and: Yes No a. retain the use or income of the property transferred; .................................................................................. [] [] b. retain the right to designate who shall use the property transferred or its income; .................................... c. retain a reversionary interest; or .................................. d. receive the promise for life of either payments, benefits or care? ..................................... 2. If death occurred after December 12, 1982, did decedent transfer property within one year of death without receiving adequate cons derat on? ....................................................................................................................... [] [] 3. Did decedent own an "in trust for" or payable upon death bank account or secur ty at his or her death? ......... [] [] 4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which contains a benef c ary des gnat on? .................................................................................................................. [] [] IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN. Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief it is true cormci and compl;te Declaration of preparer other than the personal representative is based on all information of which preparer has any knowledge. SIGNATURE OF PERSON RESPONSIBLE FOR FILING RETURN ADDRESS DATE Ralph K. Hill 550 Basket Road .~'~,~/z..-~ '7< ~ I_E~;~,C. Oley, PA 19547 ~/~3/ot/t SIGNATURE OF I~RS~)N RESPONSIBLE FOr FILING RETURN ADDRESS DATE '-- SIGNATURE OF PREPARER OTHER THAN REPRESENTATIVE Stephen L. BIoo ADDRESS DATE 2100 LonAs Gap Road Carlisle, FA 17013 For dates of death on or after July 1, 1994 and before January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 3% [72 P.S. §9116 (a) (1.1) (i)]. For dates of death on or after January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 0% [72 P.S. §9116 (a) (1.1) (ii)]. The statute does not exempt a transfer to a surviving spouse from tax, and the statutory requirements for disclosure of assets and filing a tax return are still applicable even if the surviving spouse is the only beneficiary. For dates of death on or after July 1,2000: The tax rate imposed on the net value of transfers from a deceased child twenty-one years of age or younger at death to or for the use of a natural parent, an adoptive parent, or a stepparent of the child is 0% [72 P.S. §9116 (a) (1.2)]. The tax rate imposed on the net value of transfers to or for the use of the decedent's lineal beneficiaries is 4.5%, except as noted in 72 P.S. §9116 1.2) [72 P.S. §9116 (a) (1)]. The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is 12% [72 P.S. §9116 (a) (1.3)]. A sibling is defined, under Section 9102, as an individual who has at least one parent in common with the decedent, whether by blood or adoption. COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Cuper, Charles SCHEDULE A REAL ESTATE ~FILE NUMBER I 21 - 03- 00526 All real property owned solely or as a tenant in common must be reported at fair market value. Fair market value is def ned as the price at which property would be exchanged between a willing buyer and a willing seller, neither being compelled to buy or se, both having reasonable knowledge of the relevant facts. Real property which is jointly-owned with right of survivorship must be disclosed on schedule F. ITEM NUMBER 1 DESCRIPTION Single-family dwelling located at 250 Dorwood Drive, Carlisle, PA- Actual Third-party sai~-p~iC;(~py of HUD-I Settlement Statement Attached) TOTAL (Also enter on Line 1, Recapitulation) VALUE AT DATE OF DEATH i 6,~00.® 164,900.00 COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Cuper, Charles SCHEDULE B STOCKS & BONDS All property jointly-owned with right of survivorship must be disclosed on Schedule F. ITEM : DESCRIPTION NUMBER i 1 '; Pennsylvania Power & Light Company - Common Stock 2 U.S. Savings Bond - Series HH - #XI9459HH 3 U.S. Savings Bond - Series EE - #X885559EE j FILE NUMBER i 21 - 03 - 00526 UNIT VALUE 42.86 VALUE AT DATE OF DEATH 5,097.21 10,000.00 13,512.00 TOTAL (Also enter on line 2, Recapitulation) 28,609.21 COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Cuper, Charles SCHEDULE F JOINTLY-OWNED PROPERTY i FILE NUMBER 21 - 03 - 00526 If an asset was made joint within one year of the decedent's date of death, it must be reported on schedule G. ADDRESS RELATIONSHIP TO DECEDENT A Oley, PA ! Friend SURVIVING JOINT TENANT(S) NAME Ralph K. Hill B Elaine Miller C Charles J. Cuper Carlisle, PA Williamsburg, VA see continuation Friend Son JOINTLY OWNED PROPERTY: ITEM r ~.~E~T~'~,R~,T j ~ATnE~ Ilnclude name of financial institution and bank account number NUMBER J'~;'~',~': ';',L,'~,~ Ior similar identifying number. Attach deed for jointly-held real .... I '~_'~.'"__'~'_~_ "~ .... _./estate_· ..... I 7 A 1997 1, U.S. Savings Bond - ~eries ~E-: ;M70595~56~E 2 3 4 5 6 7 8 9 A 1997 B 03/18/2002 C 1998 D 1998 D 1998 E 1998 F 1994 F 1998 U.S. Savings Bond - Series EE - #M70595651EE U.S Savings Bond - Series EE - #M78936050EE U.S. Savings Bond - Series EE - #X5284827EE U.S. Savings Bond - Series EE - #X5284824EE U.S. Savings Bond - Series EE - #X5284825EE U.S. Savings Bond - Series EE - #X5284823EE U.S. Savings Bond - Series EE - #X5052799EE U.S. Savings Bond - Series EE - #X5284828EE DATE OF DEATH VALUE OF ASSET 659.20 659.20 520.00 6,408.00 6,408.00{ 6,408.00 6,408.001 7,560.00 6,408.00 TOTAL (Also enter on line 6, Recapitulation) % OF DATE OF DEATH DECD'S VALUE OF INTEREST DECEDENTS INTEREST 329.60 329.60 260.00 3,204.00 3,204.00 20,719.20 50% 50% 50% 50% 50% 50~ 50% 50% 50% 3,204.00 3,204.00 3,780.00 3,204.00 COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Cuper, Charles SURVIVING JOINT TENANT(S) NAME D Karen Morse E Chelsea A. Cleghon F Jonathan W. Cuper SCHEDULE F JOINT OWNERS ADDRESS Wrangell, AK Wrangell, AK Williamsburg, VA FILE NUMBER 21 - 03 - 00526 RELATIONSHIP TO DECEDENT Daughter Granddaughter Grandson COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Cuper, Charles ~FILE NUMBER 21 - 03 - 00526 Debts of decedent must be reported on Schedule I. ITEM NUMBER DESCRIPTION AMOUNT Ao 1 2 3 4 FUNERAL EXPENSES: Milkins Funeral Home, Inc. - Funeral Services Reimbursement for Travel Expenses of Decedent's Children (Charles J. Cuper and Karen Morse) Flowers Blue Mountain Family Restaurant - Funeral Luncheon ADMINISTRATIVE COSTS: Personal Representative's Commissions Ralph K. Hill Personal Representative(s): Street Address 550 Basket Road City Oley State PA Zip 19547 Year(s) Commission paid 2003 Attorney's Fees Stephen L. Bloom, Esquire Family Exemption: (If decedenrs address is not the same as claimant's, attach explanation) Claimant Street Address City State Relationship of Claimant to Decedent Probate Fees Register of Wills of Cumberland County Zip Accountant's Fees Tax Return Preparer's Fees Other Administrative Costs Roy D. Gottshall - Appraisal Fee Jarusewski Overhead Door Service, Inc. - Repair at House Total of Continuation Schedule(s) 5,449.00 3,204.59 47.70 172.81 16,985.50 8,500.00 269.00 60.00 53.00 14,974.01 49,715.61 TOTAL (Also enter on line 9, Recapitulation) COMMONWEALTH OF PENNSYLVANIA iNHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Cuper, Charles 3 4 5 ScheduleH FILE NUMBER 21 The Cumberland Law Journal - Publication of Legal Notice The Sentinel - Publication of Legal Notice Coldwell Banker Homesale Services/Brokers Realty. Corn - Commission and Transaction Fee on Sale of Real Estate Other Net Expenses of Sale of Real Estate (Per HUD-1 Settlement Statement Attached) 03-00526 75.00 85.01 10,089.00 4,725.00 Page 2 of Schedule H , . ~ SCHEDULE I DEBTS OF DECEDENT, MORTGAGE co..o.w~o.P~....w,A LIABILITIES, & LIENS INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Cuper, Charles FILE NUMBER 21 - 03 - 00526 Include unreimbursed medical expenses. ITEM NUMBER 1 'Family Home Health Care Products, Inc. DESCRIPTION TOTAL (Also enter on Line 10, Recapitulation) AMOUNT 23.0o 23.00 REV-IS13 EX+ (9-00) ,~ COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE J BENEFICIARIES ESTATE OF NUMBERI I, II. Cuper, Charles FILE NUMBER 21 - 03 - 00526 RELATIONSHIP TO NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY ; DECEDENT TAXABLE DISTRIBUTIONS (include outright spousal distributions) ~ Charles J. Cuper ! ~ Son 125 Alabama Lane Williamsburg, VA 23188 Karen Morse Box 75 Wrangell, AK 99929 Daughter Enter dollar amounts for distributions shown above on lines 15 through 18, as appropriate, on Rev 1500 cover sheet NON-TAXABLE DISTRIBUTIONS: A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS TOTAL OF PART II - ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET AMOUNT OR SHARE OF ESTATE 50% of Estate Residue 50% of Estate Residue LAST WILL AND TESTAMENT I, CHARLES CUPER, of 250 Dorwood Drive, Carlisle, North Middleton Township, Cumberland County, Pennsylvania, being of sound and disposing mind and memory, do hereby make, publish and declare this to be my I,ast Will and Testament, hereby revoking any and all former Wills or Codicils by me made. 1. I direct that I be buried with my wife, Anna~ in lndiantown Gap National Cemetery (9A-362), Annville, Pennsylvania. No purchase of a marker shall be necessary, as same is provided for by the Federal government. 2. I direct that ali my legally entbrceable debts, funeral expenses, testamentary expenses and ali inheritance taxes (whether such taxes may be payable by my estate or by any recipient of any property) shall be paid fi'om my residuary estate as soon as practicable after my decease and as part of thc administration of my estate. My personal representative shall have no duty or obligation to obtain reimbursement for any such tax so paid, even though on proceeds of insurance or other property not passing under this Will. I givc such items of personalty ;.ts are itemized in a certain list attached hereto to the persons named thereon, which list is signed and dated by rne at the end thereof. 4. I give, devise and bequeath all the rest, residue and remainder of my estate, both real and personal property, in equal shares, unto my children, KAREN MORSE, now ot' Box 75, Wrangell, Alaska, 99929, and CltARLES JOHN CUPER, now of125 Alabama Lane, Williamsburg, Virginia, 23185, absolutely. 5. In thc event that either of my said children shall t"ail to survive me, but shall leave issue surviving, then such deceased child's share shall be held by my Trustee and the net income therefrom Page 1 of 4 Pages (,2. C.C. shall be used for the support, maintenance and education of the issue of such deceased child, per stirpes. My Trustee shall use as much of the principal as he shall deem desirable for said purposes. My Trustee shall distribute absolutely the principal of such share of such deceased child to the issue of such deceased child, per stirpes, as each shall attain the age of twenty-one (21 ) years. In the event that any of my children shall fhil to survive me and not leave issue surviving, then such deceased child's share shall be added to the share of my other child as if originally a part thereof. 6. I nominate, constitute and appoint my brother-in-law, RALPH K. HILL, now of 550 Basket Road, Oley, Pennsylvania, 19547, as Executor of my estate. In the event the said RALPH K. HILL is unable or unwilling to so act, then I appoint STANLEY M. DEGLER, now of R.D. 3, Box 360, Fleetwood, Pennsylvania, 19502, as t~xecutor of my estate. I direct that the Executor shall be entitled to a commission of five percent (5%) ol' my gross estate. 7. I nominate, constitute and appoint the said RALPH K. HILL as Trustee under the terms of this Last Will and Testament. In the event the said RALPH K. HILL is unable or unwilling to so act, then I appoint the said STANLEY M. DEGLER as Trustee under the terms of this Last Will and Testament. 8. I direct that neither my personal representative nor my Trustee shall be required to file a bond to secure the faithfi~l performance of their duties in any jurisdiction. 9. I direct that any legal counsel engaged by my Executor in connection with the administration of my estate shall be compensated only ~br professional services actually rendered, at the then- prevailing hourly rate ot' such counsel and/or the staff thereof for such services, and that the total compensation of such counsel shall in no event exceed five percent (5%) of my gross estate. 10. I authorize and empower my personal representative and Trustee, in their sole and absolute discretion, to purchase or otherwise acquire and retain any investments of which I die seized or any Page 2 of 4 Pages C.C. real or personal property of any nature; to sell, lease, pledge, mortgage, transikr, exchange, dispose of or grant options in regard to any or all property of any kind forming a part of my estate for such terms and such prices as they may deem advisable; to borrow money for any purposes connected with the protection and preservation of my estate; to mortgage or pledge any real or personal property tbrming a part of my estate or to join in or secure the partition of same; to compromise any claims or demands of my estate against others or of others against my estate; to make distribution in kind and to cause any share to be composed of cash, property or undivided fi'actional shares in property different in kind tkom any other share; to employ agents, attorneys and proxies and to delegate to them such power as my personal representative and Trustee consider desirable and to pay reasonable compensation for such services as may be rendered by such agents, attorneys and proxies; and to execute and deliver such instruments as may be necessary to carry out any of these powers. In addition, I direct that my personal representative shall have the power to conduct an inventory of any safe deposit box necessary to the administration of my estate. 2001. IN WITNESS WHEREOF I have hereunto set my hand and seal this ~q ~/dhay of March, _ _/~ ,_~,~-~_/_~ (SEAL) cga)l~s Cuper x /~ SIGNED, SEALED, PUBLISItED AND DECLARED by the above-named Testator, as and for his Last Will and Testament. in the presence ofus, who at his request, have bereunto subscribed our names as witnesses thereto, in the presence of the said Testator and of each other. Page 3 ot'4 Pages COMMONWEAl,TH OF PENNSYI,VANIA ) COUNTY OF CUMBERLAND ) SS. I, CHARI,ES CUPER, Testator, whose name is signed to the attached or /bregoing instrument, having been duly qualified according to law, do hereby acknowledge that I signed and executed the instrument as my Last Will: that I signed it willingly; and that I signed it as my free and voluntary act for the purposes therein expressed· '-ffg' Sworn or al'firmed to and acknowledged betbre me by CHARLES CUPER, the Testatot:3his ¥c~ay of March, 2001. N~tary Public Notanal Seal Sharon E. Bloom, Notary Public COMMON WEAI~TH OF PENNS YLVAN IA ) Nonh Middleton Twp., Cumberland CounW · ~ S. My Commission Expiros Aug. 5, 2002 COUNTY OF CUMBERLAND ) Member, Pennsylvania Association ot Notanes We, c_~~/,3/Oo the witnesses whose names are signed to the attached or fcJreb, oing instrument, being duly qualified according to law, do depose and say that we were present and saw CHARLES CUPER, the Testator, sign and execute the instrument as his Last Will: that the Testator signed willingly and that the Testator executed it as his free and voluntary act tbr the purposes therein expressed; that each of us, in the hearing and sight of the Testator, signed the Will as witnesses; and that to the best of our knowledge the Testator was at that time 18 or more years of age, of sound mind and under no constraint or undue influence. Sworn or affirmed to and subscribed befo 2001. Notfiry Public (.':\Sl.ll\l!stalc I)hmnmg\855,1 I will doc Page 4 of 4 Pages Sharon E. Bloom, Notary Public / North Middleton Twp., Cumbertand CounW ~ My Commission Expires Aug. 5, 2002 ~ .... v,~. Dc~nnc:ulv~nifl Association n' Notaries Settlement Statement u.s. Depmmmt o~ limlshS Smd Urbsm nevetwplmmt , ONe: No. B. Type mf 1.4)nn IE3 FHA 2.[3 FmHA 3. f'lConv. Unins~ 6. Fil~ Nmnber 412 VA 5.[2 Conv. Ins. 33147SMITH [7' L°sn Number I 8' Mcmsase lnmt~mce Case NundN~. E,. NAM~ OF 9~.Lt ~.~ G. PROI~RTY 250 Dorwood Drive , LOCATION: Cra'lisle, PA 17013 L SETTLEME~ DATE: J. SUMM&R, ¥ ,(W BO~Owzat~S TRAN~CTIO~ 100.G~OSS .~OUm' DUE FROM RORROWml lOI.Cnnh~'t snle~ p~iee 103.Se~Jnnent eha~es_ tn hnn~werOi~ 1400) 4~. 105 106.Ci _ty/town tnxes 107.C. mm_iytnxm 9/23/03 to 17./31/03 tOS.Ammsments 109. School Taxes 9/23/03 to 6/30/9 110 111. 112. 120.GRO6,q AMOUNT DUE FROM BORROWEik 200.AMOUNT8 PAID BY OR IN ~HALF OF 201 .~it or ~'-r, ,~ 202.~ ~ ~ 203.Exi~ ~s~ ~ 2~. 205. 206.~f, ',ack, il n~unt/r mll~ tnn~,,! 207. 20R_.~RT.I.i~R PAY~q~ RII~l~ ~ i 209. 20~o ~ ! O. Ci _ty/iuwu ~=~ m 21 l.C~t~ tm~a ~O 212.A ..~..h, tn 213. to 214. to 215. tn 216. m 217. to 218. to. 219. ~ 2~O.TOTAZ AMOUNTS PAn) 164.~00_00 104_17 i.12&79 BY OR IN BEHALF OF BORROW-lilt tOO. CASH AT a.~! I'.t. EMENT. PROM/I'O BORIu..~w~q. ~--' - ' °'--1 303.CASH [] From ~qTo BORROWER 407.~tvtav~ 9~3/03 to 1~1~ 41& 420.~ ~ D~ Sm~ 151S_ 104.17 1.12R.79 PAGE 1 ~ mkp~ s~, i,~ #dS~ ~-SSSS. ~ ~,w~d EUD-I ~) RHSPA, ~ 4~S.2 7~. " gl2. ~ · 1~. :. ...._ . ~ ~ .... :._. :., _ 1112. ~:- _- ~ .. - ~,. .... :~___ - _ . . -_ Historical Prices Page 1 of 1 FINA N C E Sear~;h -Fi.r!a.R.q~.Home - Yahoo! - He p Historical Prices - PPL (PP&L CP) As of Jun-12-03 More Info: Quote I Chart I News I Profile I Research ] SEC I Messages I Insider Start:[ .......... Jun End: C~ Daily C' Weekly C' Monthly C' Dividends Ticker Symbol: [p_p_l ADVERTISEMENT Aaj. Date Open High Low Close Volume Close* :Jun-12-03 43.05 43.16 42.55 43.16 1,127,400 42.75 Down!.oad S_pr~ads~h~eet.. Fo_rm~_t * adjusted for dividends and splits p!~as_e_see FAQ. Questions qr Comments? Copyright © 2003 Yahoo! Inc. All fights mserved.~dy_.a_~, p~,!Lcy -]~_..o_f..Se~i~ Historical chart data and daily updates provided by~g_.m_._m.~_dity~_tems, J_n_c_,_(_CSl_~. Data and infom~atlon is provided for informational purposes only, and is notintended for trading purposes. Neither Yahoo nor any of its data or content providers (suchas CSl) shall be liable for any errors or delays in the content, or for any actions taken in reliance thereon. ,02 45 · I 6+ 42'55+ 85-71. 85-7t~ 42-855* h2-86x 118-927= 5,097-21122, Manufacturers and Traders Trust Company, 499 Mitchell Road, Mail-Code 501-120. Millsboro. DE 19966 July 25, 2003 Steven L. Bloom, Esq. Attn: Lori A. Sullivan 2100 Longs Gap Road Carlisle, PA 17013 Dear Ms. Sullivan: Re: Estate of Charles Cuper Social Security No.' 210-01- 7365 Date of Death: dune 12, 2003 In response to your request, please be advised that at the time of death, the above-named decedent had on deposit with this bank the following accounts. I. Type of Account Account Nttmber Ownership (Names o.19 Opening Date Balance As of Date of Death Interest Total Type of Account Account Number Ownership (Names oJ) Opening Date Balance As of Date of Death Interest Total M& T Select w/Interest Checking 1272381 Charles Cuper 11/30/95 (closed 07/09/03) $24,481.38 $ 0.30 .............................. Savings Account 15004202072316 Charles Cuper 09/09/01 (closed 07/09/03) $63,468.47 $ 45.50 .............................. This letter does not include any accounts in which the deceased may have been listed as Power qf Attorney, Custodian of Uniform Transfers, Representative Payee, or Trustee under a Written Agreement. Sincerely .... ~ Natasha Waters (302) 934-2916 MEMBERS 1st FEDERAL CREDIT UNION REGULAR SAVINGS ACCOUNT: Account Number/Suffix Date Account Established Principal Balance at Date of Death Accrued Interest to Date of Death Total Principal and Accrued Interest Name of Joint Owner INVESTMENT SAVINGS ACCOUNT: Account NumbedSuffix Date Account Established Principal Balance at Date of Death Accrued Interest to Date of Death Total Principal and Accrued Interest Name of Joint Owner 115061 -00 06/13/199O $55.88 $.03 $55.91 None 115061 -05 06/13/1990 $102,057.46 $48.99 $1 O2,1 O6.45 None I~.MBERS ls'r~FEDERAL CREDIT UNION e 'se A. Wolfe j, Insurance Supervisor August 19, 2003 Estate of: CHARLES CUPER Date of Death: 06/12/2003 Social Security Number: 210-01-7365 5000 Louise Drive, P.O. Box 40, Mechanicsburg, PA 17055 www.memberslst.org AUG-19-2005 18:3~ PNCBANK ~12 ?~8 3~58 P.O1 PNCBAT August20,2003 Stephen L Bloom Attn: Loft A Sullivan 2100 Longs Gap Rd, Carlisle, PA 17013 /scp RE: Estate of Charles Cuper (Deceased) SSN: 210-01-7365 DOD: 06-12-2003 Dear Ms. Sullivan: In response to your request for Date of Death balances for the custom~ noted above, our records show the following: Checking Account Accountg5004220505 Established 05-23-2003 CHARLES CUPER DOD balance: $25.00 + $0.00 accrued inter~t Savinl~ Account Account#5004086991 Estabhshed 05-23-2003 CHARLES CUPER DOD balance: $30,018.36 + $2.46 accrued interest Thc decedent did not maintain any safe deposit box, loans or mortgages at PNC Bank. Page 1 of 2 Please note that this of[icc only provides date of death balances for deposit accounts (IR,As, CDs, Checking and Savings accounts). Wc do not process any financial transactions or provide statements. If you need assistance with any of these items, please call 1-888-PNC-BANK (1-888-762-2265) or stop by your local PNC Bank branch office. Sincerely, Erica L Sehlegel PNC Decedent Reporting Firstside Center 500 First Ave, 4m F! CIF Pittsburgh PA 15219-3128 1-800-762-1775 Member FDIC Page 2 of 2 TOTAL P.02 MILKINS FUNERAL HOME. INC. 4914 Kutztown Rd., Temple, PA 19560 Telephone (61 O) 92 I-3121 Jeffrey S. Milkins Superv~or Mr. Ralph [. Hill S$O Baster Road Oley PA 19547 Funeral Services For CHARLES Forward reuains to $ 1165.00 $ 450.00 (Funeral Hose) $ 245.00 Receiving remains from $ IB60,00 A. CRAROg FOR SERVICES SELRCTED: 1. Professional services Funeral Director/Staff hbahing Other Preparation of Body 375,00 KIRKHOFF FUNERAL HOME 206 N. Main .St., Bemvillc. PA 19506 ' Telephone (610) 488-1611 2. Facilities and equipment Viewing (Visitation/Make) $ Fumeral Ceremony $ Other Use of Facilities $ ', ~:'/,; , , 3, Automotive equipment Transfer of Remains (loci $ 200.00 Nearse (local) $ 150,00 Fauily Sedan (local) $ Hover/Clergy Car (local} $ Out of Town Transp. $ $ TOTAL OF SERVICES SELECTED .................. $ 2585.00 CHARGE FOg NERCBANDISE SELECTED: Casket or other receptacle $ 2362,00 ¥[NSS-TRIBUNE-STAINLESS S Outer burial container $ Harry A. Milkins Supervhor Cremation: Urn $ 'Acknowledgement Cards Meaorial Folders/Prayer Cards Guest Register Book Temporary Grave Marker Casket Crucifix., Burial Clothing (Funeral Hose) Immediate Burial Direct Cremation · !.~,.::-; .:.~. ;.. · ',~,~*: , '-.' , rD A ROES .................... D. dASH ADVANCES: 315.00 C~aetery Charges ~Ceaetery Equipment $ Vault'Service Charge $ t Lot Purchase S Newspaper Notice (local} $ 74,00 NeWspaper (out of town} $ ClergY/Church Offering $ lO0.00 Copie's:'0f?~'hth Cert. $ 20.00 ~Nemorial"~scription ' ~iirtare $ Telephone/Telegraas $ 350.00 Flowers $ 238.00 $ $ $ 5.00 35.00 .... . 30,00 Date: 6/18/2003 SUMMARY OF CHARGES A. Services ................. $ 2585.00 B. Merchandise .............. $ 2432.00 C. Special Charge ........... $ D, Cash Advances ............ i 432.00 TOTAL OF ALL SELECTIONS ............... $ 5449.00 CREDITS (IF AMY) ...................... $ BALANCE DUE ........................... S 5449.00 TOTAL MERCHANDISE SELECTED .................. $ 2432.00 TOTAL CASH ADVANCES ................... $ 432.00 Tyee Travel, Inc. www.tyeetravel.com · infoOtyeetravel.com P.O. Box 738, Wrangell, AK 99929 · (907) 874-3383 · Fax: (907) 874-2111 · Nationwide: 800-942-9741 SAI...IES I:'IEF(SON: BC CUSTOMER NBR: ~19255 TO: KAREN HORSE FOR: MORSE/KAREN I '¥ if. I',l E R A R Y / I N V 0 1C E N 0 . ~t;~ 5 136~ FPTWAO DATE .'1 13 JUN 03 P AGBll~OI:E 14. J'UN 03 .... SATIJRDAY AIR AL. ASKA AIRLINES L.V WRANGEL. L AIR .1.5 JUN .~.6 JUN A IR 23 JUN A IR 24 ,HJN AIR Al-"( ANCHORAGE MOP, SIE/KAREN · V IA I::'ETERSBLIRG ALASKA AIRLINI-"iS LV ANCI"IORAGE FI,.. T :65 ECONOMY 1035A 831F' AS"'O534. P, 551 Al_AS-.- JUNEAU A I< FLT: 136 ECONOMY 838F' L. UNC;H EQP: BOlE lNG 73'2 MULTI MEALS EOF': BOEING 737""70~ 05HR 55M IN 03 .... SUNDAY ,~ AR CHICAGO OHARE 533A HORSE/KAF(EN SI.:.'".AT- ?F' A,S"'0534.855.1. NON-STOP REF: IYECEX IJN :['fEI} A IRI.. INIES CH ICAGG OHARE-..HARR~.~U~G INTI_ OI::'ERA~B~ LV CHICAGO OHARE DEPART: 'TERMINAL. - ..~ - , 1V,¢l:, AR 1'4AI~KIoB[JI~b INTI2 ...... . UN TE.D A HARklSBIJRG INTL'-CI~ L..V HARRISBURG INT AR CI-IICAGO OHARE · -- TUESDAY ALASKA AIRL..INES i...u CHICAGO OHARE AR ANCHORAGE 1236P ,, ~,, . CONTINUED ON PAGE 8 'MOST DISCOUNTED FARES ARE NON-REFUNDABLE WITH CHANGE FEES.' UNITED EXPRESS/ATLANTIC EQP: CANADAIR REG ,.lET 01HR 54MIN NON-STOP REF: TGRSCM [JN ITED EXPP, ESS/ATLANTIC EOF': CANADAIR REG JET 08HR O4, MIN NON-STOP REF: TGRSCM MUL. TI MEALS EQP: BOEING 06HR 4 1MIN NON-STOP REF: IYECEX 737-700 Tyee Travel, Inc. www.tyeetravel.com · Info@tyeetravel.com P.O. Box 738, Wrangell, AK 99929 ,, (907) 874-3383 · Fax: (907) 874-2111 ,, Nationwide: 800-942-9741 ,:~ALI:.S PIERSON BC CtJSTOMER NBR: 0 KARF:iN MOF(SIE IT INERARY/INVOICE NO. 0051364 FF'TWAO F'OR: MORSE/KAREN 24 JUN 03 "- '¥tJI£SDAY AIR ALASKA A IRI.. INES LV ANCHORAGE (]TI-IEI;~ MORSE./i<AF,:EN V IA JUNEAU WRANGELL ~,~,nn~eo '~,,', FEE F'ROCESSING FEE AIR TICKET ELECT KT A IR TICKET ELECT I<T AS?',.]49329833 U A '73 ~.~ 9 ',329834. FLT:64 AI<..-F'ETERSBURG ECONOMY 620F' AS--.05342551 ALAS EQP: BOEING ?37 03FIR 51MIN P_-STOF'S REF: IYECEX B~F(I) B II_LED TO CC BILLED CARD BILl-ED TO CC '~ HOI.1SE KAI;;IEN BII..I..EiD TO V I4.88860317054.8838 788.53' MORSE KAREN ~, ~ ' , 6¢31.90548838 360. SUB' I'OTAI.." ' NET CC B IL.I. ING~,,,, CONTINUED ON F'A~E 3 "MOST DISCOUNTED FARES ARE NON-REFUNDABLE WITH CHANGE FEES." .......... ~ r"~, c."~m V¢'~l I1~ Tyee Travel, Inc. www.tyeetravel.com ,. info@tyeetravel.com P.O. Box 738, Wrangell, AK 99929 · (907) 874-3383 · Fax: (907) 874-2111 · Nationwide: 800-942-9741 SAI..ES I::'ERS(3N: BC CUSTOMI"::R NBR: O'.l.O~>~='~::,.J,J 'f'O: KAF(EN FOR: MORSE/I<AREN IT INERAI;~Y/INVO ICE N(]. ~51364. FPTI4AO DATE: ].3 JUN 0,3 F' A GI~/~/O~ 3'HE ABOVE ITINERARY IS CORRECT, I HAVE BEEN ADVISED OF SUPPLIER FEES FOR CHANGE OF( CANCIEL AND 'I'YEE TRAVELS 25.¢0 AIR CHNG/REFUND FrEE AND 15.0~ FERRY CHNG/F(EF FEE I::'UI~CHASE F'RICE: MAY REIZLECT THE AGENCY F'IEE. FEE SHOWS ON CREDIT CARD STATEMENI' AS SEF'ARATE Il'EH. FLIGHTS TIMES CHANGE FREQUENTLY. WHILIE WE TRY TO ADVISE WE HAVE NOTICED CHANGE,~ THAT DO NOT SHOW IN OUR COMPUTER. PLEASE CHECK DIRECTI..Y WITH AII~I..INE A FEW DAYS BEFORE YOUR TRAVEl... F'OR SCHEDULE CHANGES. MOST DISCOUNT FARES ARE NON REI::'UNDABI..E W/CHANGE I=EES. MOST AIRLINES NOW REQUIRE CHANGES TO BE MADE: E E. FORE~" ' '" ORIGINAL DEF'AIr(TURE DATE (]R TICKET HAS NO VALUE. MOST A IRL. INES REOUIRE BAGS BE CHECKED 3~-"4.5 M IN ~ IN ADVANCE OF DEPARTURE ON DOMESTIC FLIGHTS AND LONGER FOR INTERNATIONAL FLIGHTS. Tyee Travel, Inc. www.tyeetravel.com · info@tyeetravel.com P.O. Box 738, Wrangell, AK 99929 * (907) 874-3383 · Fax: (907) 874-2111 · Nationwide: 800-942-9741 ,:~AI...E.,a F'ERSON: BC bt.lol(]~ER NBR: 0 TO: Al)AM I..-OF(: MORSE/ADAM ]:I'INERARY/INVOICE' NO. W~5:].362 HXI-IXKX :1.4. J'IJN 93 .... SATURDAY AIR ALASKA A IRl.. INES l..V B A RI'~ 0 k'J AR ANCHORA(']E VIA FAIRBANKS INTl.. AIR 'AL, ASKA AIRLINES L.V ANC, I'~[)I:(AGE F'l..l': 14.4 E[;ONOHY 1~0 ].A 1251P FI..T: .1.36 ECONOMY 838F' 15 JUN ~3 '- SUNDAY AR CHICAGO OHARE 533A ,~ SNACK EQP: BOEING ?37 EQF':: BOEING 73'7-700 05HR 55M IN NON-STOF' REF: HXHYMR .1.6 JUN ~3 .... MONDAY AIR UNITED AIRLINES 23 JUN f~3 -" MONDAY AIR UNITED AIRI...INES " HARRISBURG INTL-CI~ L.V HARRISBURG INTI.~ AR CI-IICA60 OHARE ARRIVE: TERMINAL 24 JUN ~L'.3 .... TUI'."':SDAY AIR AI..AS KA AIRLINES LV CI-IICAGO (]HARE 'Air( ANCHORAGE UNITEI) EXPRESS/ATLANTIC EQP: CANAl)AIR REG JET 81HR 54MIN NON-STOP REF: TG~KV4 BY.~ [JN]:TED EXPRESS/~TL. ANTIC ~ EOF': CANADAIR REG ,lET' "' 08HR 84M IN NON-STOP REF: TG~KV4. MULTI MEAI_S EQP: BOEING 737,-'780 06HR 4 1MIN NON-STOP REF: HXHYMR CONTINUED ON PAGE ~ "MOST DISCOUNTED FARES ARE NON-REFUNDABLE WITH CHANGE FEES." Tyee Travel, Inc. www.tyeetravel.com ,, info@tyeetravel.com P.O. Box 738, Wrangell, AK 99929 · (907) 874-3383 · Fax: (907) 874-2111 · Nationwide: 800-942-9741 SALES F'ERSON: BC CUSTOMER NBR: 010255 TO: ADAH FOR: MORSE/ADAM ITINERARY/INVGICE NO. 8051362 HXHXKX DATE: 13 JUN 03 P A O~VOECE JUN ~3 .... TLJESDAY AIR ALASKA AIRLINES LV ANCHORAGE AR BARROW VIA FAIRBANKS INTL OTHER'WRANGELL. F ROCE.,.~S]'.NG FEE FLT: .1.45 ECONOMY 405P 702P BILL. ED CARD BII_LED TO CC REFRESHMENT E(liP "- BOEING 73'7 08HR 5'THIN 1--STOP REF: HXHYMR 26.'75* AIR T ICI<ET EI...E C TKT A:I:R TICKET ['!: L.E C TKI' AS734932983 1 UA'7349329832 MORSE ADAM BILL. ED TO AX,3?F.~700'.1.84098086 HORSE ADAM B ILI...ED 'TO AX3'TF2.700184098.08.6 S U B "F 0 T A L. : ';,. ,?;:~::'-' TOTAL.. THE ~BOUE :[T~NER~F~Y :I:S CGRI~:E'G:~ I HAUIE B EEN~-~A'~:E4~H~) OF' SUF'F'L. IER F'EES FOR CHANGE C)F~C,,ANCI::L ANI) TYEE c.~.8¢ AIR CHNG/REFUND FlEE ~ND~.%O'O-'F' I=IEE PURCHASE F'RICE HAY REFLECT FEE SHOWS ON CREDIT CARD,:<"' T F:'I_IGHTS TIMES CHANGE F'REOLJI. ISE ., WE HAVE NOTICED CI-IANGES TI'-I~ COHF'UTER. PLEASE CHECK DAYo BEFORE YGUR TRAVEl_ FOI HOST DISCOUNT FARES ARE: NOt . HOST AIRLINES NOW RE(;iUIRE ORIGINAL DEPARTURE DATE HOST AIREINES RE[~UIRE BAGS IN ADVANCE OF DEF'ARTURE ON AND LONGER FGR INTERNATIONAL FLIGHTS. SIGNATURE ................................................. .1.~088.53. 360.0~* 1 ~ 4.75 · 28 1,4.'75.28. 0.00 "MOST DISCOUNTED FARES ARE NON-REFUNDABLE WITH CHANGE FEES." RENTAL AGREE~[ENT NO $'~' RETURNED +* KAREN NORSE wRANGELL ~ ~99P. 9-007~ UNITED STATES I mm m CREDIT iN THE ANOUNT OF 179.33 WILL APPEAR O~ ~OUR CAEOIF CA~ STATEMENT FOk ~ERICIN Ei?RESS? iCC-NUmBER 1 SHOWN BELOWs. ~ECAUSE 199.33 IS CHA~GED TO YOU~ VISA(CC - NU~uE~ 2 SHOWN 8~LOWi.- ..... __ ALL CURRENCIES SHOWN ARE IN U.S. OOLLARS COUNTY TAXES OF 2.00~ ARE INCLUDED IN TAX CHARGE + APPLICABLE.TAXES ARE 6.00~ ON ALL CHARGES HARKED 'T'. 'AIRPFEE' IS THE kO.O0% AIRPORT FEE PENNSYLVANIA IMPOSES A ~.00 PER DAY RENTAL TAX Old ALL R£NlALS (kNTLi'AX~ LJcense IF [ DO NOT COMPLY WITH ALL THE PROVISIONS OF THIS RENTAL A6REEMENT AND THE :S'~PARAFE CUNMER[CAL AUCOUNF AUHEENENI, iF ~L[C~ULE~ ALL L1AHLITY AND CDW 8ENEFIIS, IF ANY, ARE WITHDRAW~. ALAHO WELCOMES YOUR COMMENT~, CALL 1-800-4,5-566, CUSTOMER RELATIONS. /~--~ IT HAS BEEN A PLEASURE TO SERVE YOU) - b1978 RES: 17386~+ RA: 3364-40C)?03-5 ~ 8~ (P) -C* CD?$ t /v You agree lhat sales on Ibis Io~m are ~~ subj~l lo Ihe re~il C~e (re~l ina~il- m ~,, ~ · ~ ~unt nu~r P.O. BOX 103144 If y~ u~ an A~I ROSWELL, GA 30076 your payment ~. To~ indudmm tee/or ~bil + ~ TEL 1-877-959.1875 ~C:C:T,"CRRD ~: )<)<XEXXXXXXXX4870 487 INUOICE ~: PPR2261 86/'18/85 87:46PM NOBLE BLU M08L CARLISLE, PR DEALER: 9655580 AUTH ~: 057608~ ITEM QTV PRI CE RMOUNT SPECIAL 10. ~66 gal 1. 579 17. :t , Se~ t~nt CHECK NUMBER SERVER TA~E I GUESTS I 45036 ,.j -~- ~..., ::3' 11 . ~.~. ~ ~ 12 ~ ~ 0~0 BAR TOTAL ~ o TOTAL ~ ~ ~ __. ~ ~O~ Blue Mountain Family Res~urant o ~ (.. JARUSEWSKI Overhead Door Service Inc~. P.O. Box 652 · Carlisle PA 17013 Phone: 243-0712 Date · ~uanlity Description Each Pdce r NET: 30 DAYS: A finance charge of 1 1/2% per month Sub-Total ~ ~ will be charg~ on all accounts over 30 days. Pa, Sales Tax ~ ~ ~is is an annual percentage rate of 18%. STEPHEN L. B LOOM ATT()RNEY AND COUNSELI,OR AT LAW 2100 LONGS GAP ROAD CARLISLE, PENNSYLVANIA 17013 TELEPIIONE 717-249-7717 FACSIMII.E 717-249-7757 TOLL };'REE 877-548-9602 SBLOOM~PRACTICAI. COUNSEL.COM Invoice submitted to: Cuper, Charles Estate c/o 550 Basket Road Oley, PA 19547 Ralph K. Hill, Executor July 18, 2003 \'('~V\V. I~ R A C T I (: A I.C () U N S E I. C (') M I, EGAL ASSISTANTS: SIIARON l'.'. BI,OOM REAl. [:,STA'I'F. TRANSAC'rI('}NS ].()RI /~, SUI. I, IV,,\N 1).' S T A T IL ,,~, 1) f',l I N 1S '1 R ,.'~ 'r I o N AND J'}S'I'A'I'E Pl,.4NNIN(; In Reference To: Estate Administration - Initial Interim Statement of Fees and Costs Advanced Invoice # 1258 Federal E.I.N. for Form 1099 Reporting: 25-1851818 Professional Services 6/23/03 PL 6/24/03 PL 6/26/03 PL 6/30/O3 SLB Preliminary assessment and preparations for estate administration Preparation of Petition for Grant of Letters Testamentary, Estate Information Document and Federal Form SS-4 Appearance at Register of Wills Office with Executor to present Petition for Grant of Letters Testamentary; Administrative matters re Estate Telephone conferer,ce with Deputy Register of Wills; Obtain Letters Testamentary and Short Certificates from Register of Wills Office 7/2/O3 PL 7/9/03 PL Review documents from Register of Wills; Estate administrative matters; Correspondence with Executor Preparation of required Notice to Beneficiaries and Certification re same; Preparation of Federal Forms W-9; Draft correspondence to beneficiaries; Draft correspondence to Executor; Preparation of required Legal Notices for publication; Draft correspondence to Cumberland Law Journal and The Sentinel arranging for publication of Legal Notices Hrs/Rate 1.17 105.00/h r 1.33 105.00/hr 1.00 105.00/hr 0.50 185.00/hr 0.50 105.00/hr 3.17 105.00/hr Amount 122.50 140.00 105.00 92.50' 52.50 332.50 PRACTICAL COUNSEL ~ CHRISTIAN PERSPECTIVE Charles Estate 7/15/03 PL 7/17/03 PL 7/18/03 PL Office consultation with Executor; Miscellaneous estate administration matters Review correspondence from Department of Public Welfare, Estate Recovery Division; Telephone conference with Executor re status of personal property appraisal Administrative matters; Review documentation and file same; Correspondence with Executor; Correspondence with M&T Bank, PNC Bank and Members 1st Federal Credit Union re required date of death valuation and account information; Initial preparations for Inheritance Tax Return SLB Administrative matters; Review documents and estate status For professional services rendered Additional Charges · 6~26/03 Probate Fee - Register of Wills of Cumberland County 719103 Publishing Fee - Legal Notice - Cumberland Law Journal Total costs Total amount of this bill Balance due Hrs/Rate 1.00 105.00/hr 0.17 105.00/hr 2.67 105.00/hr Page 2 Amount 105.00 17.50 280.00 0.33 185.00/hr 11.84 61.67 $1,309.17 269.00 75.00 $344.00 $1,653.17 $1,653.17 PAYABLE UPON RECEIPT - TFIANK YOU PRACTICAL COUNSEL ~ CHRISTIAN PERSPECTIVE STEPHEN L. B LOOM ,'\ TT()RNI,iy ,\ N I) (7()I~NSi.iI,i,~)R .\T ],,\\V WWW P R A CT I (' A I.('O U N S EI..COM 2 100 l,t)N(;S (~ \I' [;,~ \1) (~,,:RI. ISI.I.:. PI!NNNYI V.\NI ,\ 170 I 3 Invoice submitted to: Cuper, Charles Estate cio 550 Basket Road Oley, PA 19547 Ralph K. Hill, Executor December 03, 2003 In Reference To: Estate Administration - Interim Statement of Fees and Costs Advanced Invoice # 1340 'l'Fil.r~l'll(~Ni,: 717-249-77 I".\CslMii.i.: 7 I 7-249 V75- '['()1,1, ["RI,;I. 8V'~ 548-961) 2 Professional Services 8/5/2003 SLB Telephone conference with Realtor 8/22/2003 SLB Telephone conferences with Realtor re property sale matters 7/22/2003 PL 7/23/2003 PL Finalize and File Certification of Notice with Register of Wills Office Administrative and estate accounting matters 7/29/20O3 PL 7/3O/20O3 PL 8/1/2003 PL Telephone conference with Mr. John Cuper re savings bonds; Review correspondence from Social Security Administration Review Appraisal of Personal Property from Roy Gottshall; Correspondence with Executor Review date of death bank account information from M&T Bank 8/5/20O3 PL 8/15/2003 PL Telephone conference with Realtor re pricing matters for residence; Telephone conference with Diversified Appraisal Services re same Telephone conference with Roy Gottshall re sale of automobile and title transfer matters; Document file Hrs/Rate Amount 0.13 24.67 185.00/hr 0.27 49.33 185.00/hr 0.42 43.75 105.00/hr 0.25 26.25 105.00/h r 0.3O 31.50 105.00/hr 0.32 33.25 105.00/hr 0.17 17.50 105.00/hr 0.30 31.50 105.00/h r 0.20 21.00 105.00/hr l) P''Xf:'l'l(;,\l. (:()I~:NSI,:I. aa (JItRISTI,.\N I)I,:RSPi.:CTiVb; Cuper, Charles Estate 9/2/2003 PL 9/16/2003 PL 9/17/2003 PL Preliminary preparations for real estate conveyance Telephone conference with Attorney for real estate purchaser re Inheritance Tax payment status and conveyance documents; Preparations for same; Preliminary preparation of Inheritance Tax Return Preliminary preparation of Inheritance Tax Return 9/18/2003 SLB 9/19/2003 SLB 9~20~2003 SLB 9/22/20O3 SLB Prepare for Real Estate Closing; Preparation of Fiduciary Deed; Correspondence and telephone conferences with Attorney for real estate purchaser, Realtor and Executor Prepare for Real Estate Closing; Telephone conferences with various parties Prepare for Real Estate Closing; Assemble Required Documentation for same; Finalize Fiduciary Deed and Legal Description; Prepare Inheritance Tax PaymentJlndemnification Letter re Real Estate Title Requirements; Correspondence with purchaser's counsel Telephone conference with Realtor 9~23/2003 SLB 9/24/2003 PL Telephone conference with realtor; Final preparation for settlement; Travel to and attend settlement; Review and file documents Research re bonds 9/29/2003 PL 10/9/2003 SLB 10/10/2003 SLB 11/3/2003 SLB Research re Bonds; Telephone conference with Department of Treasury re same Review correspondence from Executor and Beneficiary; Research M&T Bank deposits during May 2003; Research re status and purpose of Regions Mortgage payment (March 1999); Correspondence with Executor Finalize correspondence with Executor; Administrative matters Administrative and estate accounting matters; Research re Bond records and valuation data; Telephone Conference and Correspondence with Bureau of Public Debt; Preparation of Pennsylvania Inheritance Tax Return and Schedules; Correspondence with Executor Hrs/Rate 0.25 105.00/hr 2.67 105.00/hr 2.10 105.00/hr 1.83 185.00/hr 1.33 185.00/hr 2.75 185.00/h r 0.10 185.00/hr 3.64 185.00/hr 0.50 105.00/hr 0.58 105.00Ih r 1.75 185.00/hr 0.40 185.00/hr 5.59 185.00/hr Page 2 Amount 26.28 280.00 220.50 337.88 246.67 509.06 18.50 672.68 52.50 61.25 323.34 74.15 1,034.30 DP, A(;'I'I¢;,,\i. (:()('N.~I,;I. ,t, ('.IIP, IS'FI,,\N ])I':RSI'I:.f:'I'I\,'i.,: Cuper, Charles Estate 11/6/2003 SLB Review Bank Account Statements 11/7/2003 SLB 11/26/2003 SLB Review correspondence and documents; Correspondence with Bureau of Public Debt Telephone conference with Executor; Document file 12/2/2003 SLB Review correspondence 12/3/2003 SLB Evaluation and analysis of information from Department of the Public Debt; Finalize Inheritance Tax Return, Schedules and Exhibits; Preparation of Inventory for execution and filing with Register of Wills; Correspondence; Administrative matters SLB Reserve (estimated) for Final Administrative and Estate Accounting matters including: Assembly and Filing of Inheritance Tax Return, Schedules and Exhibits at Register of Wills Office; Filing of Inventory at Register of Wills Office; Review and Preparation of various correspondence re stocks, bonds, tax returns, etc.; Fiduciary Income Tax matters; Preparation and Execution of informal Accounting and Release, Receipt and Refunding Agreements; Preparation and Filing with Register of Wills Office of required Notices re Estate Status; Issuance of Form(s) 1099; Miscellaneous Administrative Matters For professional services rendered Additional Charges 8/8/2003 Publishing Fee - Legal Notice - The Sentinel Total costs Total amount of this bill Previous balance 7/24/2003 Payment - thank you Total payments and adjustments Balance due Hrs/Rate Page 3 Amount 0.04 7.25 185.00/hr 0.18 34.07 185.00/hr 0.09 16.65 185.00/hr 0.06 11.36 185.00/h r 4.92 910.25 185.00/hr 11.22 2,075.39 185.00/hr 42.36 $7,190.83 85.01 $85.01 $7,275.84 $1,653.17 ($1,653.17) ($1,653.17) $7,275.84 07/22/2003 14:50 FAX 717 249 7757 Stephen L. Bloom, Esq. 113 Forge Rd., ]~ili~g Sprlng~, PA 1700~~_~_/~. ~ A~u~t W~th ROY D. GOTTSHALL, AUCTIONEER -~ Lorl Sulllvan ~001 JUL ~ Z 200~] ~ FROM 717 249 7757 TO Lori A. Sullivan 7/22/03 2:53 PM Page 1 RECEIPT FOR PAYMENT Cumberland.County - Register Of Wills Hanover and Hiqh Street Carlisle, PA I7013 Receipt Date Receipt Time Receipt No. 6/30/2003 08:51:44 1033264 CUPER CHARLES File Number Remarks 2003-00526 STEPHEN L. BLOOM, ESQ. VZ Transaction Description PETITION FOR PROBA EXTRA PAGES SHORT CERTIFICATE JCP FEE Check# 002674 Total Received ......... Distribution Of Receipt ........................ Payment Amount Payee Name 235.00 9.00 15.00 10.00 CUMBERLAND COUNTY GENERAL FUN CUMBERLAND COUNTY GENERAL FUN CUMBERLAND COUNTY GENERAL FUN BUREAU OF RECEIPTS & CNTR M.D 69.00 69 O0 CUMBERLAND LAW JOURNAL 32 SOUTH BEDFORD STREET CARLISLE, PA 17013 AUGUST 1,2003 Cumberland Law Joumal is published every Friday by the Cumberland County Bar Association and is designated by the Court of Common Pleas as the official legal publication for Cumberland County and the legal newspaper for publication of legal notices. TO: Stephen L. Bloom, ESQUIRE RE: Charles Cuper, ESTATE Legal advertisements must be received by Friday Noon. All legal advertising must be paid in advance. Make all checks payable to: Cumberland Law Journal. Advertisement inserted on following dates: JULY 18, 25, AUGUST 1, 2003 Advertising Cost Proof of Publication Second Proof Request Payment Received Total Amount Due Payment received JULY 16, 2003 by Becky H. Morgenthal/Executive Director $ 75.00 $ 0.00 $ 0.00 $ 75.00 $ 0.00 I(1:: I/4,1N IHI~ I REMITTANCE ADDRESS ......... , , ~,v rvl~ I IVl] "l["JJJ~ SRJ~J~T~JJ~J. -- [,J~.~l~ BILL TO P.O. BOX 130~ CARLISLE, PA 17013 STEPHEN L BLOOM, ATTORNEY AD NUMBER I CLASS SALESPERSO5 BILLING DATE LINES , '247546 10 PUBLIC NOTICES c31 07/31/03 23 AD DESCRIPIION START DATE STOP DATE NOTICE LETTERS TESTAMENTARY ON THE 07/15/03 07/29/03 "PUBLICATION INSERTIONS RATE NET AMOUNT GROSS AMOUN~ 3 THE SENTINEL - LEGAL 3 LGL 78.66 TOTAL AD CHARGE 78 . 66 3 PROOF OF PUBLICATION 01PRF 6.35 DAYS RUN PURCHASE ORDER Charles Cuper PAY THIS AMOUNT lO2. oz* ~ * AFTER 08/30/03 Thank you for advertising with The Sentinel. ~ ,~?0 Deadlines for in-column legal advertisements: Monday is Friday at 11 a.m.; Tuesday is Friday at 4 p.m.; Wednesday is Monday at 12 Noon; Thursday is Tuesday at 12 Noon; Friday is Wednesday at 12 Noon; Sunday is Thursday at 12 Noon. If you have any questions regarding your Legal bill please call Lori Saylor 243-2611 ext. 201 Fax your legals to 243-3754, attention Lori Saylor You can also EMAIL your legal to Classified ads: ads@cumberlink.com. Please send a cover letter including your name and address as an attachment Family Home Health Care Products, Inc 7 N. Baltimore Avenue Mt. Holly Springs, PA 17065 1-717-486.5201 (Local) 1-866-486-5201 (Toll Free) BILL TO Charles Cuper 250 Dorwood Drive Carlisle, PA 17013 Invoice QUANTITY 1 P.O. NO. DESCRIPrlON Copay/Deductible for walker supplied to you 1/21/03 .... Net 30 . RATE Tricare has denied payment. Payment of this invoice your responsibility. is 23.00 PROJECT AMOUNT 23.00 Total $23.0o Register of Wills of Cumberland County, INVENTORY Estate of Cuper, Charles also known as , Deceased Pennsylvania No. 21-03-00526 Date of Death 6/12/2003 Social Security No. 210-01-7365 Ralph K. Hill The Personal Representative{s) of the above Estate, deceased, verify that the items appearing in the following Inventory include all of the personal assets wherever situate and all of the real estate located in the Commonwealth of Pennsylvania of said Decedent, that the valuation placed opposite each item of said Inventory represents its fair value as of the date of the Decedent's death, and that the Decedent owned no real estate outside of the Commonwealth of Pennsylvania except that which appears in a memorandum at the end of this Inventory. I/We verify that the statements made in this Inventory are true and correct. I/We understand that false statements herein are made subject to the penalties of 18 Pa. C. S. Section 4904 relating to unsworn falsification to authorities. Attorney: Stephen L. Bloom I.D. No.: 49811 Address: 2100 Longs Gap Road Carlisle, PA 17013 Telephone: 717/249-7717 Personal Representative Signature: ~ Ralph K. Hill Signature; Signature: Address: 550 Basket Road Oley, PA 19547 Telephone: 610-987-3118 Dated: Personal Property Pennsylvania Power & Light Company - Common Stock U.S. Savings Bond - Series HH - #X19459HH U.S. Savings Bond - Series EE - #X885559EE M&T Bank, Interest Checking Account # 1272381 M&T Bank, Savings Account # 15004202072316 Members 1 st, Regular Savings Account # 115061-00 PNC Bank, Checking Account #5004220505 PNC Bank, Savings Account #5004086991 State Farm Mutual Automobile Insurance Company, Refund _Persona! property and ho.use.hg[d.effects 5,097.21 10,000.00 13,512.00 24,481.68 63,513.97 55.91 25.00 30,020.82 37.14 7,247.00 (Attach additional sheets if necessary) Total Personal Property and Real Estate $421,048.19 COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY ESTATE OF I FILE NUMBER Cuper, Charles I 21 - 03 - 00526 Include the proceeds of litigation and the date the proceeds were received by the estate. All property jointly-owned with the right of survivorship must be disclosed on schedule F. ITEM NUMBER 2 3 4 5 6 7 8 9 DESCRIPTION M&T Bank, Interest Checking Account # 127238 l M&T Bank, Savings Account # 15004202072316 Members 1 st, Regular Savings Account # 115061-00 PNC Bank, Checking Account #5004220505 PNC Bank, Savings Account #5004086991 State Farm Mutual Automobile Insurance Company, Refund Personal Property, Appraised Value (Appraisal Report Attached) Cumberland County Burial Voucher Members 1 st, Investment Savings Account #115061-05 TOTAL (Also enter on Line 5, Recapitulation) VALUE AT DATE OF DEATH 24,481.68 63,513.97 55.91 25.00 30,020.82 37.14 7,247.00 100.00 102,057.46 227,538.98 Register of Wills of Cumberland County, Pennsylvania Estate of Cuper, Charles also known as INVENTORY continued , Deceased No. 21-03-00526 Date of Death 6/12/2003 Social Security No. 210-01-7365 Cumberland County Burial Voucher Members 1 st, Investment Savings Account # 115061-05 Total Personal Property 100.00 102,057.46 $256,148.19 2 Pennsylvania Register of Wills of Cumberland County, INVENTORY Estate of Cuper, Charles also known as continued , Deceased No. 21-03-00526 Date of Death 6/12/2003 Social Security No. 210-01-7365 Real Estate Single-£amil¥ dwelling located at 250 Dorwood Drive, Carlisle, PA - Actual Third-party Sale Price Total Real Estate 164,900.00 $164,900.00 3 RESERVATION: Estates oF decadents dying on or before December IZj 198Z -- if any futura interest in the estate is transferred in possession or enjoyment to Class 8 (collateral} beneficiaries of the decadent after the expiration of any estate for life or for years, the Coaaon#malth hereby expressly reserves tho right to appraise and assess transfer Inheritance Taxes at the lawful Class 8 (collateral} rate on any such futura interest. Tax Actj Act 25 of 2000. (72 P.S. PURPOSE OF NOTICE: To ~ulfill the requirements of Section 2140 of the Inheritance and Estate Section 9140). PAYNENT: Detach the top portion of this Notice and submit with your payment to the Register of Nills printed on the reverse side. --Hake check or money order payable to: REG[STER OF NILES, 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" (REV-ISIS). Applications ara available at the Office of the Register of Nills, any of the Z3 Revenue District Offices~ or by calling the special Z4-hour answering service for forlS ordering: 1-800-S6Z-Z050} services for taxpayers with special hearing and speaking needs: 1-800-447-30Z0 (TT onlY). oBJECTIONS: Any party in interest not satisfied with the appraiseamnt~ allowance, or disallowance of deductions, or assessment of tax (including discount or interest) as shown on this Notice must object within sixty (60) days this Notice by: --written protest to the PA Oepartment of Revmnum~ Board of Appeals~ Dept. ZBIOZ1, Harrisburg, PA l?lZB-lOZl, --election to have the matter determined at audit of the account of the personal representativa~ --appeal to the Orphans' Court. ADHIN- writing to: PA Oapartaant of Ravenue~ ISTRATIVE CORRECTIONS: Factual errors discovered on this assessment should be addressed in Bureau of Individual Taxes, ATTN: Post Assessment Review Unit~ Dept. Z80601~ Harrisburgj PA 17128-0601 Phone (717) 787-6505. Sea page S of the booklet -Instructions for Inheritance Tax Return for a Resident Decadent" (REV-1SO1) for an explanation of administratively correctable errors. DISCOUNT: If any tax due is paid within three (5) calendar months after the decedant's death, a five percent the tax paid is allowed. PENALTY: Tho ISZ tax amnesty non-participation penalty is computed on the total of the tax and interest assessed, and not paid before January 18~ 1996, the first day after the and of the tax amnesty period. This non-participation penalty is appealable in the same manner and in the the same tiaa period as you would appall tho 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 (l) day e January l, 1982 bear interest at the rate of death, to tho data of payment. ~a~a~ which became dalinqu~ ~for,,, taxes which became delinquent on a?d a~tar six (6Z) percent per annum calcula~eu at a daily rata of .uuul,-. "~' ~ ...... to calendar year with that ra~a January I, IgBZ will bear interest at a rate which will vary from ca~enu=- =--- ZOO4 are: announced by the PA Department of Revenue. The applicable interest rates for 1982 through Interest Daily Daily Interest Daily Factor Factor Year Rate Interest Year Rate Factor Year Rate -- ~ z0x ~ W~-19~1 ~ 198~ 16Z .000438 199Z 9Z .000247 ZOOZ 6Z .000164 1984 III .000~0! 1993-1994 72 .000192 2003 5X .000137 19ES 15Z .000356 1995-1998 9Z .000247 2004 ~Z .000110 1986 lax .000274 1999 72 .000192 1987 lax .000274 2000 7X .000192 --Interest is calculated as follows: lrNTEREST = BALANCE OF TAX UNFATD X NUIIBER OF DAYS DEL~N{~UENT X DATLY INTEREST 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 lust bm calculated. BUREAU OF INDIVIDUAL ..TAXES INHERITANCE TAX DIVISION PO BOX 280601 HARRISBURG PA 17128-0601 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE INHERITANCE TAX STATEMENT OF ACCOUNT '* Xev-16D7 EX AFP U2-D41 " :"'-. ~ iJ DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY ACN 02-22-2005 MARSLAND 06-18-2003 21 03-0525 CUMBERLAND 101 CARETA E THOMAS J"AHRENS AHRENS LAW OFFICES 5521 CARLISLE PIKE MECHANICS BURG PA Allount Relli Heel 17055 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, subllit the upper portion of this forll with your tax paYllent. CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ... IW-.r~tJ.,.!r.AI!J..rGr-.cf!'......j(...'"fARWfmer"flr.~'1t"l'lAl'N'f.b1!'.lt1:c!OFrr....................... ... ESTATE OF MARSLAND CARETA E FILE NO. 21 03-0525 ACN 101 DATE 02-22-2005 THIS STATEHENT IS PROVIDED TO ADVISE OF THE CURRENT STATUS OF THE STATED ACN IN THE NAHED ESTATE. SHOWN BELOW IS A SUHHARY OF THE PRINCIPAL TAX DUE, APPLICATION OF ALL PAYHENTS, THE CURRENT BALANCE, AND, IF APPLICABLE, A PROJECTED INTEREST FIGURE. DATE OF LAST ASSESSMENT OR RECORD ADJUSTMENT: 01-10-2005 PRINCIPAL TAX DUE:. __.....HII..IIIIII..IHI...--..~.......I_ 16,601.11 PAYMENTS (TAX CREDITS): ~ PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID DATE NUMBER INTEREST/PEN PAID (-) 03-18-2004 CD003699 .00 17,000.00 01-31-2005 REFUND .00 398.89- TOTAL TAX CREDIT 16,601.11 BALANCE OF TAX DUE .00 INTEREST AND PEN. .00 IF PAID AFTER THIS DATE, SEE REVERSE TOTAL DUE .00 .. SIDE FOR CALCULATION OF ADDITIONAL INTEREST. ( IF TOTAL DUE IS LESS THAN $1, NO PAYHENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A '"CREDIT'" (CRl, YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FOR" FOR INSTRUCTIONS. 1 - Register of Wills of Cumberland County STATUS REPORT UNDER RULE 6.12 N f D d t Charles Cuper ame 0 ece en : Date of Death: 6/12/2003 Estate No.: 21-03-0526 Pursuant to Rule 6.12 of the Supreme Court Orphans' Court Rules, 1 report the following with respect to completion of the administration of the above-captioned estate: I. State whether administration of the estate is complete: Yes [8] No 0 2. If the answer is No, state when the personal representative reasonably believes that the administration will be complete: 3. If the answer to No. I is Yes, state the following: a. Did the personal representative file a final account with the Court? Yes 0 No I8l b. The separate Orphans' Court No. (if any) for the personal representative's account is: c. Did the personal representative state an account informally to the parties in interest? Yes ~ No D 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 this report. ~ -Signature Date: April 7, 2005 !~,_n Stephen L. Bloom, Esquire Name 2100 Longs Gap Road Carlisle, PA 17013 Address 717-249-7717 Telephone No. Capacity: 0 Personal Representative Qg Counsel for personal representative )