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HomeMy WebLinkAbout04-0347 pennsyLvania DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX REV-1607 EX AFP (12-14) INHERITANCE TAX DIVISION PO BOX 280601 STATEMENT OF ACCOUNT HARRISBURG PA 17128-06XCO�R2-'J CUICE OF R E C I S-T— '--S DATE 06-01-2015 20jjr JUN Pn I p �6 ESTATE OF RIGGLEMAN DUANE E L u DATE OF DEATH 03-26-2004 FILE NUMBER 21 04-0347 CLE;- r COUNTY CUMBERLAND SCHERER Oj?pj,'MICHAEL A- ACN502 19 W SOU� ,Wj rl.S IT, Amount Remitted CARLISLE PA 17013-3445 MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS 1 COURTHOUSE SQUARE CARLISLE PA 17013 NOTE: To ensure proper credit to your account, submit the upper portion of this form with your tax payment. CUT ALONG THIS LINE RETAIN LOWER PORTION FOR YOUR RECORDS 4— -- - - -- -- - -- --- k6F--166f EX-AFP* -Cli-i745- - - - -iiNHH fffi�NE--TAX-STATEMENT OF idCONf ESTATE OF:RIGGLEMAN DUANE E FILE NO. : 21 04-0347 ACN: 502 DATE: 06-01-2015 THIS STATEMENT PROVIDES CURRENT STATUS OF THE STATED ACN IN THE NAMED ESTATE. BELOW IS A SUMMARY OF THE PRINCIPAL TAX DUE, APPLICATION OF ALL PAYMENTS, THE CURRENT BALANCE, AND, IF APPLICABLE, A PROJECTED INTEREST FIGURE. DATE OF LAST ASSESSMENT OR RECORD ADJUSTMENT: 05-04-2015 PRINCIPAL TAX DUE: 1,837.83_ PAYMENTS CTAX CREDITS): PAYMENT RECEIPT DISCOUNT AMOUNT PAID DATE NUMBER INTEREST/PEN PAID C-) 08-06-2013 CDO17986 .00 1,895.00 05-18-2015 REFUND .00 57.17- TOTAL TAX PAYMENT 1,837.83 BALANCE OF TAX DUE .00 INTEREST AND PEN. .00 TOTAL DUE .00 IF PAID AFTER THIS DATE, SEE REVERSE SIDE FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. �lp Estate of Duane E. Riqgleman also known as Deceased. Social Security No. 184 - 48 - 3 ~ 74 The petition of the undersigned respectfully represents that: Your petitioner(s), who is/are 18 years of age or older an the executor in the last will of the above decedent, dated November 1 4 and codicil(s) dated PETITION FOR PROBATE and GRANT OF LETTERS No. To: Register of Wills for the County of C__umberland Commonwealth of Pennsylvania in the named ,2002 (state relevant circmmstances, e.g. renunciation, death of executor, etc.) Decendent was domiciled at death in Cumberland County, Pennsylvania, with hiS last familyorprincipalresidenceat 240 North Baltimore Avenue, Mount Holly Springs, Pennsylvania 17065. (list street, number and muncipality) Decendent, then 44 years of age, died Frida_~z ~_r~_h_ 26 2004 at_~:he._~9..l~_._$~.~i~L~_Hosp_ital, East Pennsboro Township.' .................. 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: 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: WHEREFORE, petitioner(s) respectfully request(s) the probate of the last will and codicil(s) presented herewith and the grant of letters testamentary theron. (testamentary; administration c.t.a.; administration d.b.n.c.t.a.) OATH OF' PERSONAL REPRESENTATIVE ~ COMMONWEALTH OF PENNSYLVANIA ~ COUNTY OF CUMBERLAND ~ SS The petitioner(s) above-named swear(s) or affirm(s) that the statements in the foregoing petition are true and correct to the best of the knowledge and belief of petitioner(s) and that as personal represen- tative(s) of the above decedent petitioner(s) will well and truly administer the estate according to law. Sworn to or affirmed and subscribed r "~~J~~ before me this /~L7'il day of [ /' ~k~,e~ / -' ~ / ' No. Estate Of Duane E. Riggleman , Deceased DECREE OF PROBATE AND GRANT OF LETTERS AND NOW/A~.~)/C. J / /,~ the reverse side hereof, satisfactory proof having been presented before me, IT IS DECREED that the instrument(s) dated //- /'9/` ~ described therein be admi~ ~r~o probate and filed of record as the last will of and Letters ~%~ O~ ~, ~h& ~ are hereby granted t~--~ ~ ~ d g ~, ~ G [~ ~ ~ '3 ,:~7,e5~ "/, in consideration of the petition on FEES Probate, Letters, Etc .......... Short.Certificates( ) .......... l~nci~t, on ................ TOTAL ATTORNEY (Sup. CL I.D. No.) ADDRESS PHONE 1105.805 REX,' 0/86 This is to certify that the information here given is correctly copied from an original certificate of death duly 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. Fee for this certificate, $2.00 P q 9 No. Local Registrar HAR g 1 200 Date COMMONWEALTH OF PENNSYLVANIA · DEPARTMENT OF HEALTH · VITAL RECORDS CERTIFICATE OF DEATH DATE ~)F DEATH (M~r~. De,, Year) 10/22/1959 ,.Tyrone, PA ~"'~ ~"~[] ~[] [] Pennsboro ,. 44 ~'~. ,,.,~.F! o,. [] COUNTY OF DEATH FACE* AmeriCan I~aian. Black, White. Cumber£and / c/ ,~/~, ,7~/' /'TtO~Y/%,,tC,' /,.,.~n."°[] ¥,1'-I,,,,. ~t cu~.p~w~,~,..~. !(s~)'". White 240 N. Sa~t~ore Av~. ,~ ~ l~t. Hot~q Sprin~s, PA 17065 ~ 1~.~Cumber~and ~ ~z~.~ 1[ Thomas I. Rrggttman Sr. ~. ~ororny .gg~tman ~~'~*~st~%~'~Gardntrs, PA 17324 ~{~ .~,~. 3/30/2004 12~.Ho~tinqtr crematory [~. ho~y Sprinqs~ PA 1706 Im. 011589L l~ot~in~er F.H. ~CrematoryMt. Ho~ff Sprin~s ~ PA 17, l*~. I m. 1 ~. ~U,E(~m.~ i~ ' .... · -~ ~ ~ m m* ~} ~.~ ~ ~ ~ ............................ 5 .................................. ~ 1~ INM M my knewle~ge, death QCC~Te(I it ~e time, date, end place, mid due to (he cammMa) ami manner al itated ...................... EXAMINER/CORONER UCENS~ NI, ZMBE R .... I DATE SIGNED (M~, Day. Year) DATE FILED (MOnU1, Day. Year) OF DUANE E. RIGGLEMAN I, Duane E. Riggleman, of Cumberland County, Pennsylvania, being of sound mind, memory and understanding, do hereby make, publish and declare this as and for my Last Will and Testament, hereby revoking all other wills and codicils heretofore made by me. Item One: I direct the payment of my just debts and the expenses of my last illness and funeral from my estate as soon after my death as conveniently may be done. I have left a ;bcnemorandum with this Will directing the manner in which I would like my memorial services and the disposition of my body to be handled. Item Two: I direct that any and all inheritance, estate and transfer taxes imposed as a result of my death for property passing under my will or otherwise shall be paid out of the principal of my residuary estate. Item Three: Igive and bequeath such of my personal property as may be listed on a signed and dated memorandum kept with my Will to the persons named thereon, provided they survive my death. Should such a memorandum not be found with my Will, it shall be conclusively presumed that none was prepared, and all of my personal property sl~al,I .Pass~ccor~ to the remaining provisions of this Will. Item Four: follows: A. I give, devise and bequeath the rest, residue and remainder of my estate as The first One Million Five Hundred Thousand ($1,500,000.00) Dollars to my children, Nicholas D. Riggleman and Jennifer M. Riggleman, in equal shares, per stripes. The net sum of my estate which exceeds One Million Five Hundred Thousand ($1,500,000.00) Dollars shall be divided as follows: 1. One-half to my children, Nicholas D. Riggleman and Jennifer M. Riggleman, in equal shares, per stripes; and, 2. One-half to the following in such shares as are indicated: a. Five percent of such sum to the American Cancer Society; and, b. The remainder of such sum in equal shares to my mother, Dorothy Barninger, my father, Thomas I. Riggleman, and my brothers, Thomas I. Riggleman, Jr., Richard A. Riggleman, Kenneth W. Riggleman. In the event my mother, Dorothy, predeceases me, then her share shall go to her husband, Lawrence Barninger, if alive; otherwise, her share shall go to my brothers. In the event my father, Thomas predeceases me, then one-half of his share shall go to his wife, Rita Riggleman, if alive; and the remaining one-half share, or the entire share if Rita Riggleman is deceased, shall be divided equally between my brothers. In the event any of my brothers predecease me, their share(s) shall be distributed per stripes. Item Five: In the event either of my children are under the age of thirty-five (35) at the time they would receive a portion of my estate, then that portion of my estate passing to the heir who is under age thirty-five shall be placed with my brother, Richard A. Rigglernan, as Trustee, who shall exercise his duties according to the following conditions: A. My Trustee shall pay income and principal monthly to or for the benefit of the heir in the amount of at least $50,000.00 per year during his or her life, for the health, maintenance, support and complete education of such heir and the members of his or her immediate family. In addition, my Trustee in his sole discretion may advance principal to said heir against the fractional shares to be advanced hereunder for the costs of marriage, or the purchasing of a home or costs of entering a business or profession, or for any other bonafide necessity, if my said Trustee shall deem such expense reasonably prudent. B. Notwithstanding the foregoing provisions, after the first of my said children attains thirty-five (35) years of age, the principal of the trust shall be divided into two equal shares, and Nicholas may withdraw the full amount of his fractional share of the trust. Thereafter, the ,Trust shall continue for the benefit of Jennifer, until she shall reach thirty-five (35) years of age, at which time the remainder of any principal and any accumulated or undistributed income shall be distributed to her, and the trust shall terminate. C. In the event of the death of a trust beneficiary prior to age thirty-five (35), then my Trustee shall distribute any remaining principal and interest as such beneficiary shall appoint by specific reference to this power in his or her will, or if such power is not exercised in full, the unappointed principal shall be distributed to his or her issue, per stirpes, or in default of such issue, to my brothers, per stirpes. D. Should the principal of the Real Estate Trust be or become too small in my Trustee's discretion to make establishments or continuance of the trust advisable, my Trustee may distribute the remaining principal and any accumulated or undistributed income outright to the beneficiaries in the proportions to which they are then entitled. The receipts and releases of the distributees will terminate absolutely the rights of all persons who might otherwise have future interest in the trust, whether vested or contingent, without notice to them and without the necessity of filing an account with the court. E. In the event my brother, Richard, is unable to serve as Trustee, my sister-in-law, Lisa A. Rigglernan, shall be my alternate trustee. Item Six: I direct that no trustee, executor, guardian or other fiduciary named, nominated, or appointed by this my Last Will and Testament shall be required to post any bond ~r give any security of any type for any purpose whatsoever, any law or rule of the court of the Commonwealth of Pennsylvania or any other jurisdiction to the contrary notwithstanding. I direct that the law of the Commonwealth of Pennsylvania shall apply to any interpretation or application of the validity of this instrument. Item Seven: My executor and trustee and their successors shall have the following powers in addition to those given by law to be exercised by them in their absolute discretion, which powers shall be applicable to all property held by them, effective without the order of any court and until the actual distribution of all such property: A. To retain investments at discretion, and to invest and reinvest at discretion without restriction to so-called "legal investments," with specific right to invest in common and preferred stocks; B. To sell any real or personal property at private or public sale, for such prices, at such time, in such manner and upon such terms as they may think proper, and to execute and deliver good and sufficient conveyances, assignments and transfers thereof without liability o4 any purchaser to see the application of the purchase money; C. To borrow money and to secure its repayment by mortgage on real or personal property, pledge investments or otherwise, without liability on the part of the lenders to see the application thereof; D. To compromise claims by or against my estate or any trust created hereunder; E. To make distributions in cash or in kind, or partly in each; F. To manage, operate, repair, alter or improve real estate or other property, and to lease real estate and other such terms and for such property upon period as my executor and rustee deems advisable; G. To retain such accountants, custodians and investment advisors as is necessary to properly administer the estate or manage the trust, and to compensate such persons accordingly; and, H. To do all other acts and things necessary or appropriate in the management, administration and distribution of my estate and trusts. Item Ei,qht: Any and all payment or payments of any sum or sums, whether in cash or in kind and whether for principal or income, payable to an heir, or any of them, shall be made upon the sole receipt of the respective individual to whom the payment is made, and free from anticipation, alienation, assignment, attachment, and pledge, and free from control by the creditors of any such beneficiary. Item Nine: I appoint my brother, Richard A. Riggleman, Executor of this my Last Will and Testament. Should my said Executor fail to survive me or for any reason fail to qualify as Executor, then I appoint my sister-in-law, Lisa A. Riggleman, Executrix of this my Last Will and Testament. IN WITNESS WHEREOF, I have hereunto set my hand and seal to this, my Last Will and Testament, consisting of six (6) typewritten pages, the first five (5) of which bear my signature in the margin for the purpose of identification, this 14th day of November, 2002. (SEAL) Signed, sealed, published and declared by the above named testator, Duane E. Riggleman, as and for his Last Will and Testament, in the presence of us, who, at his request, in his sight and presence, and in the sight and presence of each other, have hereunto subscribed our names as witnesses· 17N.5 COMMONWEALTH OF PENNSYLVANIA COUNTY OF CUMBERLAND SS. We, Duane E, Riggleman, z~X¢~;~'/~! ~ and jCJ'/,~.~¢..~,4, ! ~. ,~c~¢-/"¢_--r- ,the testator and the witnesses, respectively, whose names are signed to the attached or foregoing instrument, being first duly sworn, do hereby declare to the undersigned authority that the testator signed and executed the instrument of his Last Will and Testament, and that he signed willingly and that he executed as his free and voluntary act for the purposes therein expressed, and that each of the Witnesses, in the presence and hearing of the testator, signed the Will as witnesses, and that to the best of their knowledge, the testator was at the time eighteen (18) years of age or older, of sound mind and under no constraint or undue influence. Sworn to and subscribed before me this 14th day of November, 2002. nmml~ L. ~, No~ Pubic Catlike Bom, Cumberland CouP/ My Com~ Expires Apr. 17,2006 To My Executor: In accordance with Item Three of my Last Will and Testament dated November 14, 2002, I give and bequeath the following items to the following people and I direct m.v executor to deliver the same to them: To my brother, Richard Riggleman, my motorcycle, all of my tools. My brother shall pay my estate $600 for the value of my tools. To m.v son, Nicholas Riggleman, the following items: my Ford track, 4 wheeler and trailer, and my snowmobile. To my daughter, Jennifer Riggleman, the following items: my Ford Mustang and my large screen TV. Let it be known that it is my wish to be cremated. It will be my son and daughter's decision as to what to do with my ashes. Duane E. Riggleman Date: March 24, 2004 To My Executor: In accordance with Item Three of my Last Will and Testament dated November 14, 2002, I give and bequeath the following items to the following people and I direct my executor to deliver the same to them: To my brother, Richard Riggleman, my motorcycle and all of my tools. My brother shall pay my estate $600.00 for the value of my tools. To my son, Nicholas, the automobile I own at my death. Duane E. Riggleman Date: November 14, 2002 : :L' 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 004065 SCHERER MICHAEL A 19 WEST SOUTH STREET CARLISLE, PA 17013 ........ fold ESTATE INFORMATION: SSN: 184-48-3474 FILE NUMBER: 2104-0347 DECEDENT NAME: RIGGLEMAN DUANE E DATE OF PAYMENT: 06/21/2004 POSTMARK DATE: 06/21/2004 COUNTY: CUMBERLAND DATE OF DEATH: 03/26/2004 ACN ASSESSMENT CONTROL NUMBER AMOUNT 101 $2,800.00 REMARKS: TOTAL AMOUNT PAID: $2,800.00 SEAL CHECK# 1006 INITIALS: JA RECEIVED BY: GLENDA FARNER STRASBAUGH REGISTER OF WILLS REGISTER OF WILLS CERTIFICATION OF NOTICE UNDER RULE 5.6 a Name of Decedent: Duane E. Riggleman Date of Death: March 26, 2004 To the Register: .Name_ Jennifer M. Riggleman Nicholas D. Riggleman American Cancer Society Lawrence Barninger Dorothy Barninger Thomas I. Riggleman Rita Riggleman Thomas I. Riggleman, Jr. Richard A. Riggleman Kenneth W. Riggleman 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 June 17, 2004. Address 227 Plaza Drive, Boiling Springs, PA 17007 1142 Teaberry Street, Tyrone, PA 16686 3211 North Front St., Suite 100, Harrisburg, PA 17110 240 North Baltimore Ave., Mt. Holly Springs, PA 17065 240 North Baltimore Ave., Mt. Holly Springs, PA 17065 3566 Big Dream Lane, Tyrone, PA 16686 3566 Big Dream Lane, Tyrone, PA 16686 310 Cactus Road, Carlisle, PA 17013 290C Peach Glen Idaville Road, Gardners, PA 17324 519 Good Hope Road, Mechanicsburg, PA 17050 Notice has now been given to all persons entitled thereto under Rule 5.6(a) except: NONE Date: June 17, 2004 icha~rer O'Brien, Baric & Scherer 19 West South Street Carlisle, Pennsylvania 17013 (717) 249-6873 Capacity: Personal Representative x Counsel for Personal Representative  COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE DEPT. 280601 HARRISBURG, PA 17128-0601 REV-1500 INHERITANCE TAX RETURN RESIDENT DECEDENT FILE NUMBER 21 _ 04 0347 DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL) SOCIAL SECURITY NUMBER I-- Riggleman, Duane E 184-48-3474 Z iii DATE OF DEATH (MM-DD-YEAR) DATE OF BIRTH {MM-DD-YEAR) THIS RETURN MUST BE FILED IN DUPLICATE WITH THE IJ.I 03/26/2004 10/22/1959 REGISTER OF WILLS III (IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL) SOCIAL SECURITY NUMBER uJ ~oo r-~l. Original Return r~4. Limited Estate [~6. Decedent Died Testate (A~ach copy of WdlI [~9. Litigation Proceeds Received [~2. Supplemental Return ---] 4a. Future Interest Compromise (da~e of death after 12-12~82) [~7. Decedent Maintained a Living Trus~ (A~ch copy of Trust) r~5, Federal Estate Tax Return Required __ 8. Total Number of Safe Deposit Boxes r~11. Eleclion to tax under Sec, 9113{A) (At=ch ach O) NAME Michael A. Scherer, Esquire FIRM NAME tlf Applkable) O'Brien, Baric &Scherer TELEPHONE NUMBER (717) 249-6873 COMPLETE MAILING ADDRESS 19 West South Street Carlisle, Pennsylvania 17013 1. Real Estate (Schedule A) (1) 2. Stocks and Bonds (Schedule B) (2) 3. Ctusety 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-V'lvos Transfers & Miscellaneous Non-Probate Property (7) (Schedule G or L) 8. Total Gross Assets (total Lines 1-7) 9. Funeral Expenses & Adminis~atlve Costa (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) 13. Chafltabta and Governmental Bequests/Sec 9113 Trusts for which an elecUon to tax has not been made (Schedule J) 14. Net Value Subject to Tax (Line 12 minus Line 13) 0.00 0.00 o.oo 0.00 53,439.90 0.00 9,949.52 (B) 10,578.27 5,735.07 (11) (12) (13) (14) 63,389.42 16,313.34 47,076.08 0.00 47,076.08 SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES 15. Amount of Line 14 taxable at me spousal tax rate, 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. Amounl of Line 14 taxable at collateral rate 19. Tax Due x .0_ (15) 36 696~)8 x .o 45 (16) 10,380.00 x .12 (17) x .15 (18) (19) 1,651.32 1,245.60 2,896.92 Decedent's Complete Address: STREET ADDRESS 240 North Baltimore Avenue cffYMt. Holly Springs J STATEpA I ZIP1706 Tax Payments and Credits: 1. Tax Due (Page 1 Line 19) (1) 2,896.92 2. Credits/Payments A. Spousal Poverty Credit 0.00 B. Prior Payments 2,800.00 C. Discount 140.00 Total Credits (A + B + C ) (2) 2,940.00 Interest/Penalty if applicable D. Interest E. Penalty 0.00 0.00 Total Intarest/Penalty ( D + E ) (3) If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT. Check box on Page I Line 20 to request a refund (4) 5. If Line 1 + Line 3 is greatar than Line 2, entar the differenco. 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 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 prope~ transferred or its income; ............................................ [] [] c. retain a reversionary interest; or .......................................................................................................................... [] [] d. receive the promise for life of either payments, benefits or care? ...................................................................... [] [] 2. If death occurred after December 12, 1982, did decedent transfer property within one year of death without receiving adequate consideration? .............................................................................................................. [] [] 3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death? .............. [] [] 4. Did decedent own an Individual Retirament Account, annuity, or other non-probate properly which contains a beneficiary designation? ........................................................................................................................ [] [] IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN. Under ps,allies of perjury, I declare Ihat I have examined fib return, including accompanying schedules and statements, and to the be~t of my knowledge and belief, it is true, correct and complete. Declaration of prngarer elher than the pemonal representative is ~snd on all info~malion of which preparer has any knowledge. SIGNATURE OF PERSON RESPONSIBLE FOR.FILING RETURN DATE ADORE ...................................................................... 290 C Peach Glen Idaville Road, Gardners, PA 17324 /Z. ~?' ADDRESS 19 West South Street, Carlisle, PA 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 ES. {}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 ES. §9116 (a) (1.1) (ii)]. The statute does not exemDt 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 s natural parent, an adoptive parent, or a stepparsnt of the child is 0% [72 RS. {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 RS. §9116(1.2) [72 RS. §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 RS. §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. REV-1508 EX<' (6-98) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Duane SCHBDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY Riggleman FILENUMBER 21-04-0347 Include ~e pmcee:is of li~alion and Ihe date ~e p~3ceeds were received by b~e estate. All prope~*y Jolnby-owned with right of survivorship must be disclosed on Schedule F. ITEM VALUE AT OATE NUMBER DESCRIPTION OF DEATH 2. 3. 4. 5. 6. 7. 8. 9. 10. 11 12 13 14 15 16 2001 Harley Davidson FXSTB Softtail Motorcycle 2000 Ford Mustang Coupe 1999 Ford Ranger Super Cab Philips 32FD9954 32" Flat Panel T.V. 2003 Polaris 700 Classic Snowmobile 1996 Kawasaki KLF 400 four wheeler ATV/Motorcycle Trailer Miscellaneous Personal Property PNC Checking Account ~ 50802~7888 M & T Checking Account ~ 9835404428 Auto Insurance Refund-Progressive A T & T Cell Phone refund Additional Auto Insurance Internal Revenue Service refund-Progressive (2003 refund) First National Bank Marine refund Keystone Insurance Group refund 10,380.00 6,065.00 5,640.00 2,409.00 3,500.00 1,955.00 400.00 1,000.00 20,311.07 68.00 640.00 292.26 41.00 461.00 55.57 222.00 TOTAL (Nso enter on line 5, Recapitulation) $ 53,439.90 (If m~re space is needed, insert additional sheets of the same size) RE: Estate of Duane E. Riggleman File No. 2104-0347 Date of Death: March 26, 2004 ADDENDUM TO SCHEDULE The decedent died from advanced mesothelioma. Prior to his death, the decedent engaged the firm of Weitz & Luxenberg, 100 Maiden Lane, New York, New York 10038-4925, to represent him in litigation against various asbestos manufacturers and distributors. The decedent was exposed to asbestos- containing products while working as a machinist at a company in Carlisle, Pennsylvania. The decedent, prior to his death, had received some litigation proceeds relative to his claims. No settlement proceeds have been received since the decedent's death. James S. Thompson, Esquire, associate attorney with Weitz & Luxenberg, has indicated that the settlement value of the decedent's remaining claim(s) is speculative and many factors affect its value. Additionally, the litigation may last for a period of up to eight years. A supplemental return will be filed annually in the event of nominal recoveries or immediately upon the receipt of a substantial recovery. mas~Estates~Riggleman~scheduleE.addendum REV-151e EX+ (~-98) COMMON'~ALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE G INTER-VIVOS TRANSFERS & MISC. NON-PROBATE PROPERTY ESTATE OF Duane E. Riggleman FILE NUMBER 21'04-0347 This scheduts must be completed and filed if the answer to any of questions 1 through 4 on the reverse side of the REV-1500 COVER SHEET is yes. DESCRIPTION OF PROPERTY ITEM INCLUDE THE NAME OF ~E TRANSFEREE, THEIR RELATIONSHIp TO DECEDF~T ^ND DATE OF DEATH % OF DECD'S EXCLUSION TAXABLE NUMBER T~E DATE OF TRANSFER. ATTACH A COpY OF THE DEED FOR REAL ESTATE VALUE OF ASSET INTEREST {IF AFf~-ICAB LEI VALUE t, American Funds 9.949.5~ 100 0 9.949.! Account No. 69117345 Individual Retirement Account TOTAL (Also enter on line 7 Recapitulation) $ 9.9 4 9.5 2 (If more space is needed, insert additional sheets of the same size) CHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS I FILE N~iiSER ESTATE OF Duane E. Riggleman 21-04-0347 Debit of d~t mum b~ ~po~d on Seh~du~ L ITEM NUMBER DESCRIPTION 1, 5. 6. 7. 8. 9. FUNERAL EXPENSES: Gibson Hollinger Funeral Home ADMINISTRATIVE COSTS: Pe~onal ReFasenta6~,'s C~ NameoiPemmalRep~eenta~(s) Richard A. Riggleman 184-48-3463 Social Secudty Number(s)/EIN Numbs' 0{ Personal Represent. live(s) S~d~29 90[Peach Glen Idaville Road C~ Gardners sram PA 2005 Yas~$) c0~m'_~_'_~q A~0meyFeas O'Brien, Baric & Scherer Farni~ Exemplion: (If deceden["s add~ is not the same as dai~anfs, attadl explana~on) Claimant Z~ 17324 Sl~eet Address C~. ~ ~ ~ R~ionsh~dCm'.~nant~Decede~t Proba~F~ Register Of Wills, Advertising /~mmnhF~ Boyer and Ritter T~Re~mPm~sFees Check printing fee Sollenberger's - title transfer Commonwealth of Pennsylvania - title transfers PennDot AMOUNT 2,788.02 3,150.00 3,500.00 485.00 350.00 28.25 t08.50 128.00 40.50 10,578.27 TOTAL (Nso enter on line 9, Recapitulation) (If more space is needed, insert additional sheets of the same size} SCHEDULE I DEBTS OF DECEDENT, MORTGAGE LIABLITIES AND LIENS ~STATE OF Duane E. Riggleman Please Print or Type FILE NUMBER 21-04-0347 ITEM NUMBER I. 2. 3. 4. 5. 6. '7. 9. 10. 11. 12. 13. 14. 15. 16. DESCRIPTION Andrews & Patel, M.D. Holy Spirit Hospital Statewide Tax Recovery Holy Spirit Hospital Internal Revenue Service (tax due for 1999) Internal Revenue Service (tax due for 2001) Commonwealth Of Pennsylvania Department Of Revenue (tax due for 2001) Capital Area Tax Collection Bureau (tax due for Phillips & Cohen (sprint debt) Debt Recovery Systems (sprint) Capital Acquisition & Management Co. 2001 Capital Area Tax Collection (interest & penalty) Un,ted State~ Treasury (1999) PA Department Of Revenue (2002, penalty & interest) United States Treasury (2001, penalty & interest) Internal Revenue Service (2000, 2001 tax due) TOTAL (Also emer on line 10, Recapitulation) (If more space ;s needed, insert add;~ional shee;s of same size.) I I AMOUNT 500.00 50.00 30.50 100.00 1,301.86 733.00 216.00 147.00 209.00 98.10 650.00 24.87 12.42 68.13 818.19 776.00 5,735.07 CO MONW OF PE..SY,VA.,A BENEFICIARIES INHEPJTANCE TAX RETURN ~SIOENT ~O~NT ESTATE OF Dua~e ~. Eiggleman FILENUMBER 21-04-0347 NUMBER II. 1. NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY TAXABLE DISTRIBUTIONS (include outright spousal disldbutions) SEE ATTACHED RELATIONSHIP TO DECEDENT Do Not List Trustee(s) AMOUNT OR SHARE OF ESTATE ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 17, AS APPROPRIATE, ON REV 1500 COVER SHEET NON-TAXABLE DISTRIBUTIONS: A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE B CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS TOTAL OF PART II · ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV 1500 COVER SHEET $ (If more space is needed, insert additional sheets of the same size) OF DUANE E. RIGGLEMAN I, Duane E. Riggleman, of Cumberland County, Pennsylvania, being of sound mind, memory and understanding, do hereby make, publish and declare this as and for my Last Will and Testament, hereby revoking all other wills and codicils heretofore made by me. Item One: I direct the payment of my just debts and the expenses of my last illness and funeral from my estate as soon after my death as conveniently may be done. I have left a ;::¢'nemorandum with this Will directing the manner in which I would like my memorial services and · ~ the disposition of my body to be handled. Item Two: I direct that any and all inheritance, estate and transfer taxes imposed as a  result of my death for property passing under will otherwise shall be my or paid out of the principal (~of my residuary estate. Item Three: I give and bequeath such of my personal property as may be listed on a signed and dated memorandum kept with my Will to the persons named thereon, provided they survive my death. Should such a memorandum not be found with my Will, it shall be conclusively presumed that none was prepared, and all of my personal property shall pass according to the remaining provisions of this Will. Item Four: follows: A. I give, devise and bequeath the rest, residue and remainder of my estate as The first One Million Five Hundred Thousand ($1,500,000.00) Dollars to my children, Nicholas D. Riggleman and Jennifer M. Riggleman, in equal shares, per stdpes. The net sum of my estate which exceeds One Million Five Hundred Thousand ($1,500,000.00) Dollars shall be divided as follows: 1. One-half to my children, Nicholas D. Riggleman and Jennifer rvl. Riggleman, in equal shares, per stripes; and, 2. One-half to the following in such shares as are indicated: a. Five percent of such sum to the American Cancer Society; and, b. The remainder of such sum in equal shares to my mother, Dorothy Barninger, my father, Thomas I. Riggleman, and my brothers, Thomas I. Riggleman, Jr., Richard A. Riggleman, Kenneth W. Riggleman. In the event my mother, Dorothy, predeceases me, then her share shall go to her husband, Lawrence Barninger, if alive; otherwise, her share shall go to my brothers. In the event my father, Thomas predeceases me, then one-half of his share shall go to his wife, Rita Riggleman, if alive; and the remaining one-half share, or the entire share if Rita Riggleman is deceased, shall be divided equally between my brothers. In the event any of my brothers predecease me, their share(s) shall be distributed per stripes. Item Five: In the event either of my children are under the age of thirty-five (35) at the time they would receive a portion of my estate, then that portion of my estate passing to the heir who is under age thirty-five shall be placed with my brother, Richard A. Riggleman, as Trustee, who shall exercise his duties according to the following conditions: A. My Trustee shall pay income and principal monthly to or for the benefit of the heir in the amount of at least $50,000.00 per year during his or her life, for the health, , maintenance, support and complete education of such heir and the members of his or her immediate family. In addition, my Trustee in his sole discretion may advance principal to said heir against the fractional shares to be advanced hereunder for the costs of marriage, or the purchasing of a home or costs of entering a business or profession, or for any other bonafide necessity, if my said Trustee shall deem such expense reasonably prudent. B. Notwithstanding the foregoing provisions, after the first of my said children attains thirty-five (35) years of age, the principal of the trust shall be divided into two equal shares, ,N~. and Nicholas may withdraw the full amount of his fractional share of the trust. Thereafter, the Trust shall continue for the benefit of Jennifer, until she shall reach thirty-five (35) years of age, at which time the remainder of any principal and any accumulated or undistributed income shall be distributed to her, and the trust shall terminate. C. In the event of the death of a trust beneficiary prior to age thirty-five (35), then ! my Trustee shall distribute any remaining principal and interest as such beneficiary shall appoint ! by specific reference to this power in his or her will, or if such power is not exercised in full, the unappointed principal shall be distributed to his or her issue, per stirpes, or in default of such issue, to my brothers, per stirpes. D. Should the principal of the Real Estate Trust be or become too small in my Trustee's discretion to make establishments or continuance of the trust advisable, my Trustee may distribute the remaining principal and any accumulated or undistributed income outright to the beneficiaries in the proportions to which they are then entitled. The receipts and releases of the distributees will terminate absolutely the rights of all persons who might otherwise have future interest in the trust, whether vested or contingent, without notice to them and without the necessity of filing an account with the court. E. In the event my brother, Richard, is unable to serve as Trustee, my sister-in-law, Lisa A. Rigglernan, shall be my alternate trustee. Item Six: direct that no trustee, executor, guardian or other fiduciary named, nominated, or appointed by this my Last Will and Testament shall be required to post any bond ~r give any security of any type for any purpose whatsoever, any law or rule of the court of the Commonwealth of Pennsylvania or any other jurisdiction to the contrary notwithstanding. I direct that the law of the Commonwealth of Pennsylvania shall apply to any interpretation or application of the validity of this instrument. Item Seven: My executor and trustee and their successors shall have the following powers in addition to those given by law to be exercised by them in their absolute discretion, which powers shall be applicable to all property held by them, effective without the order of any court and until the actual distribution of all such property: A. To retain investments at discretion, and to invest and reinvest at discretion without restriction to so-called "legal investments," with specific right to invest in common and preferred stocks; B. To sell any real or personal property at private or public sale, for such prices, at such i, . time, in such manner and upon such terms as they may think proper, and to execute and deliver ,I good and sufficient conveyances, assignments and transfers thereof without liability of any purchaser to see the application of the purchase money; C. To borrow money and to secure its repayment by mortgage on real or personal property, pledge investments or otherwise, without liability on the part of the lenders to see the application thereof; D. To compromise claims by or against my estate or any trust created hereunder; E. To make distributions in cash or in kind, or partly in each; E To manage, operate, repair, alter or improve real estate or other property, and to lease real estate and other property upon such terms and for such period as my executor and ~rustee deems advisable; G. To retain such accountants, custodians and investment advisors as is necessary to properly administer the estate or manage the trust, and to compensate such persons accordingly; and, H. To do all other acts and things necessary or appropriate in the management, administration and distribution of my estate and trusts. Item Eight: Any and all payment or payments of any sum or sums, whether in cash or in kind and whether for principal or income, payable to an heir, or any of them, shall be made upon the sole receipt of the respective individual to whom the payment is made, and free from anticipation, alienation, assignment, attachment, and pledge, and free from control by the creditors of any such beneficiary. Item Nine: I appoint my brother, Richard A. Riggleman, Executor of this my Last Will and Testament. Should my said Executor fail to survive me or for any reason fail to qualify as Executor, then I appoint my sister-in-law, Lisa A. Riggleman, Executrix of this my Last Will and Testament. IN WITNESS WHEREOF, I have hereunto set my hand and seal to this, my Last Will and Testament, consisting of six (6) typewritten pages, the first five (5) of which bear my signature in the margin for the purpose of identification, this 14th day of November, 2002, -- ' Duane Ed~iggl'eman Signed, sealed, published and declared by the above named testator, Duane E. Riggleman, as and for his Last Will and Testament, in the presence of us, who, at his request, in his sight and presence, and in the sight and presence of each other, have hereunto subscribed our names as witnesses. A [ ~J?" ,U COMMONWEALTH OF PENNSYLVANIA COUNTY OF CUMBERLAND · SS. testator and the witnesses, respectively, whose names are signed to the attached or foregoing instrument, being first duly sworn, do hereby declare to the undersigned authority that the testator signed and executed the instrument of his Last Will and Testament, and that he signed willingly and that he executed as his free and voluntary act for the purposes therein expressed, and that each of the witnesses, in the presence and hearing of the testator, Signed the Will as witnesses, and that to the best of their knowledge, the testator was at the time eighteen (18) years of age or older, of sound mind and under no constraint or undue influence. Sworn to and subscribed before me this 14th day of November, 2002. To My Executor: In accordance with Item Three of my Last Will and Testament dated November 14, 2002, I give and bequeath the following items to the following people and I direct my executor to deliver the same to them: To my brother, Richard Riggleman, my mo~rcycle, all of my tools. My brother shall pay my estate $600 for the value of my tools. To my son, Nicholas Riggleman, the following items: my Ford truck, 4 wheeler and Irailer, and my snowmobile. To my daughter, Jennifer Riggleman, the following items: my Ford Mustang and my large screen TV. Let it be known that it is my wish to be cremated. It will be my son and daughter's decision as to what to do with my ashes. Duane E. Riggleman Date: March 24, 2004 Kelley Blue Book THE TRUSTED RESOURCE .............. ,kbbzem BLUE BOOK MOTORCYCLE TRADE-IN REPORT April 13, 2004 2-Cylinder 4-Stroke 1450cc -lfll-- Buy a Motorcycle _Sell Your Motorcycle Motorcycle APRs from 5.99% Motorcycle Sto~ Motorcycle Insurance Another Report Sell your Harley-Davidson on eBay Motors Trade-In Value (Good Condition) i The trade-in value represent~ what you might expect to receive from a dealer for this consumer-owned unit. Keep in mind that the dealer must then absorb the cost of making the unit ready for sale, advertising, sales commissions, arranging financing and insurance and standing behind the unit for any mechanical or safety problems. Trade-in values are based on clean units in good condition, with all original standard equipment. Mileage/condition and additional equipment may have a substantial impact on the value shown above. Optional Equipment: 'T' Models/Fuel Injected $455 Copyright O 2004 by Kelley Blue Book Co., All Rights Reserved. Jan-Apr 2004 Edition. The information in this report is intended for the personal use of the customer only and may not be sold or transmitted to another party. We assume no responsibility for errors or omissions, http://www.kbb.con~b/ki.dll/ke.kb.mr?kbb. PA;932699;PA041 & 17011 ;rc;t&29&2001 ;Ha... 4/13/2004 Kel!ey Blue Book THE TRUSTED RESOURCE BLUE BOOK T~DE.IN VALU~ Pennsylvania · Ap~l ~3, 2004 Engine: V6 3.8 Liter Trans: Automatic Drive: Rear Wheel Drive Mileage: 20,000 Equipment Air Conditioning Power Steering Power Windows Power Door Locks Tilt Wheel AM/FM Stereo See Local Listings of This Car List Your Car For Sale Online Buy a N~w Car Free Lemon Check Auto Loans from 3.49% APR_ Insurance Quote_ ~ent Calculator Single Compact Disc Dual Front Air Bags Alloy Wheels Consumer Rated Condition: Good "Good" condition means that the vehicle is free of any major defects. The paint, body and interior have only minor (if any) blemishes, and there are no major mechanical problems. In states where rust is a problem, this should be very minimal, and a deduction should be made to correct it. The tires match and have substantial tread wear left. A clean title histor~ is assumed. A "good" vehicle will need some reconditioning to be sold at retail; however major reconditioning should be deducted from the value. Most recent model cars owned by consumers fall into this category. Trade-In Value Trade-in value represents what you might expect to receive from a dealer for this consumer owned vehicle. Keep in mind that the dealer must then absorb the cost of making the vehicle ready for sale, advertising, sales commissions, arranging financing and insurance and standing behind the vehicle for any mechanical or safety problems. Get the latest Blue Book Get~a Priyat~e Party V~lu~e. G~et Invo. fc~e & M.SR__P on Ne~w Cars http://www.kbb.com/kb/ki.dll/kw.kc.ur?kbb. PA; 172840;PA041 & 17011 ;cpe+t&39;Ford;20... 4/13/2004 Kelley Blue Book THE TRUSTED RESOURCE .................. l{mb.~om BLUE BOOK TRADE-IN VALUE Pennsylvania · April 14, 2004 See Local Listings of This Car List Your Car For Sale Online _Buy a New CaE Free Lemon Check Auto Loans from 3.49% APR Insurance Quote Payment Calculator Engine: 4-Cyl. 2.5 Liter Trans: Automatic Drive: 4 Wheel Drive Mileage: 80,000 Equipment XL Air Conditioning Power Steering Power Windows Power Door Locks Dual Front Air Bags Tilt Wheel ABS (4-Wheel) AH/FM Stereo Bed Liner Single Compact Disc Snow Plow Consumer Rated Condition: Fair "Fair" condition means that the vehicle probably has some mechanical or cosmetic defects, but is still in safe running condition. The paint, body and/or interior need work to be performed by a professional in order to be sold. The tires need to be replaced. There may be some repairable rust damage. The value of cars in this category may vary widely. A clean title history is assumed. Even after significant reconditioning this vehicle may not qualify Blue Book Suggested Retail value. Trade-In Value Trade-in value represents what you might expect to receive dealer for this consumer owned vehicle. Keep in mind that the dealer must then absorb the cost of making the vehicle ready for sale, advertising, sales commissions, arranging financing and insurance and standing behind the vehicle for any mechanical or safety problems. ost the latest B ue Book http://www.kbb.com/kb/ki.dll/kw.kc.ur?kbb.PA;874322;PA041 & t 7011 ;pic+t&39;Ford; 19... 4/14/2004 Home Clothing Computers ~ Home&Garden Jewelry Kids&FamiJy More.., What are you shopping for? I in IFlat Panel Televisions ~ Back to: Electronics TV and Video Flat Panel Televisions Compare prices on the ."~"-'-;-7-? ?2Fnaa=A ~'~ =" ='°* Ds~n¢~l 'r=l,,,,i~jl3n A New Way to Look at Television.The 32FD9954 Flat TV offers advanced Plasma technology, HD Connectivity, and unique design form to compliment any room. This Flat TV offers a 32" a High Resolution Monitor and 30Watt Integrated Sound System for ou... > Read fall description... Price Range: $2649.99 - $4499.99 Compare prices from 29 stores See full specifications Compare Prices from 29 Stores Sort by: Sort by: Store Name Store Ratino 7FEVEReFrHiNG, Be the first to LINE review this store Depreciation Calculator Sorted by: + Approx Tax* Total Price Availability/Notes '~ Base Price & Shipping /~-~*-"~nter zip code in orange box In Stock [ $2649.99 ] to see the total price \ / including tax & shipping GFTFVF I~YTHIlU f~,t3 r,J Page 1 of 1 Depreciation Calculator ISearch (~ ¢ Site f" Web ¢' News ~ IFind A Vendor ~ ISite Map ~ ~? Blood Alcohol Analysis Calculator J Calendar Creator I Depreciation Calculator I Dimensional Lumber Calculator Skid/Speed Calculator I Speed Conversion Calculator I Square Footage Calculator I SSN Decoder Temperature Conversion Calculator I Value of Money Calculator Depreciation Calculator The Category is: APPLIANCES MAJOR The Item is: Television - BandW The Annual Depreciation Rate is: 9.09% 2649.99 Item Cost (RCV) Replacement Number of Years Old (Age) 11 Useful Years Recaluiate t OR Select Anotherltem Kelley Blue Book BLUE BOOK SNOWMOBILE TRADE-IN REPORT April 20, 2004 2-Cylinder 2-Stroke 700cc Sell Your Snowmobile Motorcycle Store Get Insurance Another Repo¢ Sell your snowmobile on eBay Motors Trade-In Value (Good Condition) $4235 The trade-in value represents what you might expect to receive from a dealer for this consumer-owned snowmobile. Keep in mind that the dealer must then absorb the cost of making the unit ready for sale, advertising, sales commissions, arranging financing and insurance and standing behind the unit for any mechanical or safety problems. Trade-in values are based on clean snowmobiles in good condition. Copyright © 2004 by Kelley Blue Book Co., All Rights Reserved. Jan-Apr 2004 Edition. The information in this report is intended for the personal use of the customer only and may not be sold or transmitted to another party. We assume no responsibility for errors or omissions. http://www.kbb.comJkb/ki.dll/ke.kb.mr?kbb. PA;427151 ;PA001 & 17324;sm;t&31 &2003;Polaris;700%20... 4/20/04 Kelley Blue Book THE TRUSTED RESOURCE ................. kbbxem BLUE BOOK MOTORCYCLE TRADE-II REPORT April '13, 2004 1-Cylinder 4-Stroke 400cc Buy a Motorcycle S_ell Your Motorcycle Motorcycle APRs from 5.99% Motorcycle Store Motorcycle Insurance Another Report Sell your Kawasaki on eBay Motors Trade-In Value (Good Condition) The t~ade-in value represents what you might expect to receive from a dealer for this consumer-owned unit. Keep in mind that the dealer must then absorb the cost of making the unit ready for sale, advertising, sales commissions, arranging financing and insurance and standing behind the unit for any mechanical or safety problems. Trade-in values are based on clean units in good condition, with all odginal standard equipment. Mi eaqe/condifion and additional equipment may have a substantial impact on the value shown above. Copyright © 2004 by Kelley Blue Book Co., All Rights Reserved. Jan-Apr 2004 Edition. The information in this report is intended for the personal use of the customer only and may not be sold or ffansrnitted to another party. We assume no responsibility for errors or omissions. http://www~kbb~c~m/kb/ki~d~~/k~~kb~mr?kbb.PA;4~859~;PA~4~&~7~~~;rc;t&29&~996;Ka~.~ 4/13/2004 · ~RY-06-2004 0~:40 PNC~RNK 4~2 ?68 ~458 P.0~×01 PNCBAN< May 6, 2004 OBfien, Barn & $cherer Machad A Scherer Attomeyat Law 19 West South Street Carlisle. PA 17013 scp Estate of Duane E Rigglernan (Deceased) SSN: 1 g4.48-3474 DOD: 03-26-2004 Dear Mr. Scherer: In responm to yom- request'for Date of Death balances for the customer noted abdve, our records show the following: Checking Accout Accotmt#5080277888 Estab!iah _,~1. 10-11-1994 DUANE E RIGGLEMAN DOD balance: $20.31 t .07 + ,~i0.22 ao~med ~etem~t Please note that this office only provides d~te of death bahuw.~ for deposit acconnt~ , 0RAs, CDs, Checking and Savings accounts). We do not process any financial transactions or provide statements. If you need assistance with any of these items, please call 1-888-PNC-BANK (1-888-762-2255) or stOl) bi' your local PNC Bank branch office. Sincerely, 1-800-762-1775 P7-PFSC-O~.F 50/) Firs~ Aw. 4~a PI CIF Pittsbursh PA 15219-3128 M~nb~r FDIC TOTRL P.01 m M rTBank May 17, 2004 O' Brien, Baric & Scherer 19 West South Street Carlisle, PA 17013 499 Mitchell Street, Millsbom, DE 19966 1~: Estate of Duane Edward Riggleman Date of Death: March 26, 2004 Social Security Number: 184-48-3474 Dear Mr. Scherer: 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. Account Type ........................... Checking Account Account Number. ...................... 9835404428 Ownership (Names o.0 ..............Duane Edward Riggleman Opening Date ........................... 08/18/03 (account closed 04/26/04) Balance on Date of Deatl~ .........$68.00 Accrued Interest $ 0.00 Total ....................................... $68.00 Sincerely, Charlene Warrington, Recoffis Management 1-888-502-4349 V1S1011- ACCOUnt value Dy IJate rage ~.~aJ2~i~[~l~ Mv Assets > Search Results > Account Details Wednesday, April7, 2004 Account Value by Date ~] .~aneriean Ftmds" Statements Transactions Exchanae Maintenance Auto Aareements Details Acct Overview Acct Value by Date Haintenance Histerv 2003 Tax Summary Riehts of Ac~umuietien Account #: 69117345 Tax [D/SSN: 184-48-3474 Registration: CB&T CUST IRNROLLOVER DUANE E RIGGLEMAN 240 N BALTIMORE AVE MT HOLLY SPGS PA 17065-1203 Phone #: Not On File AMERICAN FUNDS Mgmt Co: AMERICAN FUNDS Fund Name: 04 THE INVESTMENT COMPANY OF AMERICA-CLASS A View Fund Details Fund Code: 4 Ticker: AIVSX Total Shares: 346.9150 CUSZP: 461308108 Account Value: $10,279.09 Enter a price date to retrieve an account value from a previous day. Price Date: Io3/26/2oo4 [q~"~l Net Asset Value: $28.6800 Total Shares: 346.9150 Current Price Date: 04/06/2004 Current Net Asset Value: $29.6300 Current Total Shares: 346.9150 Current Value: $10,279.09 Contact Us I Disclaimer Copyright © 2004 DST Systems, Inc. All Rights Reserved. Financial Se~ice, inc, 6 West P0n~mt St_ RO. Box 700 Carlisle. PA 17013 https ://www3 .financiallzans.com/tf/Vision 4/7/04 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE '* BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION PO BOX Z80601 HARRISBURG PA 171Z8-0601 NOTICE OF INHERITANCE TAX APPRAISEMENT~ ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX REY-1547 EX AFP 112-1141 MICHAEL A SCHERER ESQ OBRIEN BARIC S SCHERER 19 If.,jSOUTH ST CAR~'1SLE PA 17013 DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY ACN 03-07-2005 RIGGLEMAN 03-26-2004 21 04-0347 CUMBERLAND 101 Allount Rellitted DUANE E (""') MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE cU CARLISLE~ PA 17013 CU:T-AJ..ONG :I"'Is~i:;..@ .... RETAIN LOWER PORTION FOR YOUR RECORDS ..... R,v:rft"'-lY-AFir-M~6J"-No"-icE-oF-lliHER-iTAilcf-Y'Ax-A-.r.sRA-isEirlNi'~--A[tOWANCE-OR----------------- , '., i" DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF ('RIGGLEMAN DUANE E FILE NO. 21 04-0347 ACN 101 DATE 03-07-2005 TAX RETURN WAS: ( ) ACCEPTED AS FILED ( X) CHANGED SEE ATTACHED NOTICE RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. Real Estate (Schedule A) 2. Stocks and Bonds (Schedule B) 3. Closely Held Stock/Partnership Interest (Schedule C) 4. Mortgages/Notes Receivable (Schedule D) 5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) 6. Jointly Owned Property (Schedule F) 7. Transfers (Schedule G) 8. Total Assets (1) (2) (3) (4) (5) (6) (7) .00 .00 .00 .00 53.439.90 .00 9~949.52 (8) NOTE: To insure proper credit to your account~ submit the upper portion of this forI! with your tax payment. 63~389.42 APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expenses/Adll. Costs/Misc. Expenses (Schedule H) 10. Debts/Mortgage Liabilities/Liens (Schedule I) 11. Total Deductions 12. Net Value of rax Return 13. Charitable/GovernllBntal Bequests; Non-elected 9113 Trusts 14. Net Value of Estate Subject to Tax (9) (10) 10~578.27 5.735.07 (11) (12) (13) (14) 16.313 34 47~076.08 .00 47,076.08 (Schedule J) NOTE: I~ an assessment was issued preViously, lines 14, 15 and/or 16, 17, 18 and 19 will re~lect ~igures that include the total o~ ~ returns assessed to date. ASSESSMENT OF TAX: 15. AIIount of Line 14 at Spousal rate (15) 16. Amount of Line 14 taxable at Lineal/Class A rate (16) 17. Anount of Line 14 at Sibling rate (17) 18. Amount of Line 14 taxable at Collateral/Class B rate (18) 19. Principal Tax Due T X E T: .00 X 36,696.08 X 10,380.00 X .00 X 00 = 045 = 12 = 15 = (19)= .00 1,651.32 1,245.60 .00 2,896.92 + AMOUNT PAID 2,800.00 47.93- DATE 06-21-2004 02-28-2005 NUI1BER CD004065 REFUND INTEREST/PEN PAID (-) 144.85 .00 ~ TOTAL TAX CREDIT BALANCE OF TAX DUE INTEREST AND PEN. TOTAL DUE 2~896.92 .00 .00 .00 . IF PAID AFTER DATE INDICArED~ SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. ( IF TOTAL DUE IS LESS THAN $l~ NO PAYMENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR)~ YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.) REV-1470 EX (6-88) INHERITANCE TAX EXPLANATION OF CHANGES COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES PO Box 280601 HARRISBURG PA 17128-0601 DECEDENTS NAME REVIEWED BY ITEM SCHEDULE NO. E 17 DUANE E RIGGLEMAN John Kealy FILE NUMBER ACN 2104-0347 101 EXPLANATION OF CHANGES The value of this item has been suspended from the appraisement of the return until the final value can be determined. A supplemental return must be filed when the value of the suspended item is determined. Assets reported as a result of court action must be reported at the full settlement value with the date of the final settlement. ROW Page 1 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 *' REY-U07 EX lFP nl-04) MICHAEL A SCHERER ESQ OBRIEN BARIC & SCHERER 19 W SOUTH ST CARLISLE PA 17013 DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY ACN 03-14-2005 RIGGLEMAN 03-26-2004 21 04-0347 CUMBERLAND 101 DUANE E Allount Relli Hed 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 ~ 1~:rg~~.!5r.i~~..ral~cr!'........;..:rA~I~elr~l1r.~'~~AInff.b~.l~1:60~..j(.ii..................... ESTATE OF RIGGLEMAN DUANE E FILE NO.21 04-0347 ACN 101 DATE 03-14-2005 THIS STATEMENT IS PROVIDED TO ADVISE OF THE CURRENT STATUS OF THE STATED ACN IN THE NAMED ESTATE. SHOWN BELOW IS A SUMMARY OF THE PRINCIPAL TAX DUE, APPLICATION OF ALL PAYMENTS, THE CURRENT BALANCE, AND, IF APPLICABLE, A PROJECTED INTEREST FIGURE. DATE OF LAST ASSESSMENT OR RECORD ADJUSTMENT: 03-07-2005 PRINCIPAL TAX DUE:, 2,896.92 PAYMENTS (TAX CREDITS): PAYMENT DATE 06-21-200 02-28-2005 RECEIPT NUMBER CD004065 REFUND DISCOUNT (+) INTEREST/PEN PAID (-) 144.85 .00 AMOUNT PAID 2,800.00 47.93- (i') cr"i TOTAL TAX CREDIT . IF PAID AFTER THIS DATE, SEE REVERSE SIDE FOR CALCULATION OF ADDITIONAL INTEREST. ( IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT"" (CR), YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. ) TOTAL DUE 2,896.92 .00 .00 .00 BALANCE OF TAX DUE INTEREST AND PEN. ~~" Cumberland County - Register Of Wills One Courthouse Square Carlisle, PA 17013 Phone: (717) 240-6345 Date: 2/17/2006 SCHERER MICHAEL A 19 WEST SOUTH STREET CARLISLE, PA 17013 RE: Estate of RIGGLEMAN DUANE E File Number: 2004-00347 Dear Sir/Madam: This notice is to serve as a reminder that the Status Report by Personal Representative under Rule 6.12 is due on the below listed date. As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES, NO. 103 SUPREME COURT RULES DOCKET NO. I, for decedents dying on or after July I, 1992, the personal representative or his counsel, within two (2) years of the decedent's death, shall file with the Register of Wills a Status Report of completed or uncompleted administration. This filing is due by: 3/26/2006 Please feel free to contact this office with any questions you may have. If you have already filed your Status Report, please disregard this notice. Sincerely, ~~~ Glenda Farner Strasbaugh Clerk of the Orphans' Court cc: File Personal Representative(s) ~{: Cumberland County - Register Of wills One Courthouse Square Carlisle, PA 17013 Phone: (717) 240-6345 Date: 3/06/2006 RIGGLEMAN RICHARD A 290C PEACH GLEN IDAVILLE ROAD GARDNERS, PA 17324 RE: Estate of RIGGLEMAN DUANE E File Number: 2004-00347 Dear Sir/Madam: This notice is to serve as a reminder that the Status Report by Personal Representative under Rule 6.12 is due on the below listed date. As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES, NO. 103 SUPREME COURT RULES DOCKET NO.1, for decedents dying on or after July 1, 1992, the personal representative or his counsel, within two (2) years of the decedent's death, shall file with the Register of wills a Status Report of completed or uncompleted administration. This filing is due by: 3/26/2006 please feel free to contact this office with any questions you may have. If you have already filed your Status Report, please disregard this notice. ~~cere l.y , . A:-: . L._~ ~~~ .....,.,..," Glenda Farner Strasbaugh Clerk of the Orphans' Court cc: File Counsel ~If( ~ ~ In Re: Estate of RIGGLEMAN DUANE E ORPHANS' COURT DIVISION COURT OF COMMON PLEAS OF CUMBERLAND COUNTY PENNSYLVANIA NO. 2004-00347 NOTICE OF FAILURE TO FILE STATUS REPORT Personal Representative: RIGGLEMAN RICHARD A Counsel for Personal Representative: SCHERER MICHAEL A Date of Decedent's Death: 3/26/2004 The Orphans' Court record indicates that neither the above named personal representative nor the above named counsel for the personal representative have filed with the Register of Wills or Clerk of the Orphans' Court his, her or its Status Report required by Rule 6.12, Supreme Court Orphans' Court Rule and that the requisite notice, pursuant to Rule 6.12, Supreme Court Orphans' Court Rules, is hereby given by that the you have ten (10) day to file the Status Report. If the required 6.12 form is not filed in accordance with Rule 6.12 the Court will be notified of such delinquency and the undersigned will requests that a Court conduct a hearing to determine whether sanctions should be imposed upon the delinquent personal representative or counsel for the delinquent personal representative. ~~~ Date: 4/3/2006 .. Glenda Farner Strasbaugh Clerk of the Orphans' Court Distribution: Personal Representative Counsel for Personal Representative Estate File ''''''' ~:."t; /~ In Re: Estate of RIGGLEMAN DUANE E , ORPHANS' COURT DIVISION COURT OF COMMON PLEAS OF CUMBERLAND COUNTY PENNSYLVANIA NO. 2004-00347 NOTICE OF FAILURE TO FILE STATUS REPORT Personal Representative: RIGGLEMAN RICHARD A Counsel for Personal Representative: SCHERER MICHAEL A Date of Decedent's Death: 3/26/2004 The Orphans' Court record indicates that neither the above named personal representative nor the above named counsel for the personal representative have filed with the Register of Wills or Clerk of the Orphans' Court his, her or its Status Report required by Rule 6.12, Supreme Court Orphans' Court Rule and that the requisite notice, pursuant to Rule 6.12, Supreme Court Orphans' Court Rules, is hereby given by that the you have ten (10) day to file the Status Report. If the required 6.12 form is not filed in accordance with Rule 6.12 the Court will be notified of such delinquency and the undersigned will requests that a Court conduct a hearing to determine whether sanctions should be imposed upon the delinquent personal representative or counsel for the delinquent personal representative. ~~~ Date: 4/3/2006 .. Glenda Farner Strasbaugh Clerk of the Orphans' Court Distribution: Personal Representative Counsel for Personal Representative Estate File - Register of Wills of Cumberland County STATUS REPORT UNDER RULE 6.12 N f 0 d t Duane E. Riggleman ame 0 ece en : Date of Death: March 26, 2004 Estate No.: 2004-00347 Pursuant to Rule 6.12 of the Supreme Court Orphans' Court Rules, I report the following with respect to completion of the administration of the above-captioned estate: I. State whether administration of the estate is complete: Yes D No 0 2. If the answer is No, state when the personal representative reasonably believes that the administration will be complete: Upon conclusion of litigation initiated by decedent. 3. If the answer to No. I is Yes, state the following: a. Did the personal representative file a final account with the Court? Yes 0 No 0 b. The 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 0 No D Date: Apri/7, 2006 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. "fI/t/tf fft Signature Michael A. Scherer, Esquire Name 19 West South Street Carlisle, Pennsylvania 17013 Address (717) 249-6873 Telephone No. z S :~~: f -- Capacity: 0 Personal Representative 0. Counsel for personal representative ~ COMMOI,VVEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREA.U OF II'JDIVIDUAL TAXES DEPT 280601 HARRISBURG. PA 1712B-060 1 REV-1162 EX(11-96) RECEIVED FROM: PENNSYLV ANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT RIGGLEMAN RICHARD A 290C PEACH GLEN IDA VILLE ROAD GARDNERS, PA 17324 -------- fold ESTATE INFORMATION: SSN: 184-48-3474 FILE NUMBER: 2104-0347 DECEDENT NAME: RIGGLEMAN DUANE E DA TE OF PAYMENT: 07/10/2006 POSTMARK DATE: 07/10/2006 COUNTY: CUMBERLAND DATE OF DEATH: 03/26/2004 NO. CD 006945 ACN ASSESSMENT CONTROL NUMBER AMOUNT 101 I $ 1 75.00 I I I I I I I I TOTAL AMOUNT PAID: $175.00 REMARI<S: DUANE RIGGLEMAN ESTATE RICHARD RIGGLEMAN EXECUT AR CHECI<# 1038 SEAL INITIALS: AJW RECEIVED BY: REGISTER OF WILLS GLENDA FARNER STRASBAUGH REGISTER OF WILLS Cumberland County - Register Of Wills One Courthouse Square Carlisle, PA 17013 Phone: (717) 240-6345 Date: 3/14/2007 SCHERER MICHAEL ANDREW ESQUIRE OBRIEN BARIC & SCHERER 19 W SOUTH STREET CARLISLE, PA 17013-3444 RE: Estate of RIGGLEMAN DUANE E File Number: 2004-00347 Dear Sir/Madam: This notice is to serve as a reminder that the Status Report by Personal Representative under Rule 6.12 is due on the below listed date. As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES, NO. 103 SUPREME COURT RULES DOCKET NO.1, for decedents dying on or after July 1, 1992, the personal representative or his counsel, within two (2) years of the decedent's death, shall file with the Register of Wills a Status Report of completed or uncompleted administration. This filing is due by: 3/26/2007 Please feel free to contact this office with any questions you may have. If you have already filed your Status Report, please disregard this notice. Sincerely, G~~~t Clerk of the Orphans' Court cc: File Personal Representative(s) I Z :Z cumberland County - Register Of Wills One Courthouse Square Carlisle, PA 17013 Phone: (717) 240-6345 Date: 3/14/2007 RIGGLEMAN RICHARD A 290C PEACH GLEN IDAVILLE ROAD GARDNERS, PA 17324 RE: Estate of RIGGLEMAN DUANE E File Number: 2004-00347 Dear Sir/Madam: This notice is to serve as a reminder that the Status Report by Personal Representative under Rule 6.12 is due on the below listed date. As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES, NO. 103 SUPREME COURT RULES DOCKET NO. I, for decedents dying on or after July I, 1992, the personal representative or his counsel, within two (2) years of the decedent's death, shall file with the Register of Wills a Status Report of completed or uncompleted administration. This filing is due by: 3/26/2007 Please feel free to contact this office with any questions you may have. If you have already filed your Status Report, please disregard this notice. Sincerely, ~~~ I . Glenda Farner Strasbaugh Clerk of the Orphans' Court cc: File Counsel I -, -I (, :G . Register of Wills of Cumberland County STATUS REPORT UNDER RULE 6.12 N f D d t Duane E. Riggleman ame 0 ece en : Date of Death: March 26, 2004 Estate No.: 2004-00347 Pursuant to Rule 6.12 of the Supreme Court Orphans' Court Rules, I report the following with respect to completion of the administration of the above-captioned estate: 1. State whether administration of the estate is complete: Yes 0 No 0. 2. If the answer is No, state when the personal representative reasonably believes that the administration will be complete: Litigation is keeping the estate open. No time has been given as to when litigation will end. 3. lfthe answer to No.1 is Yes, state the following: a. Did the personal representative file a final account with the Court? Yes 0 No 0 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 0 No 0 D t March 26, 2007 a e: 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 thisreport. . 1ft, ~ t1 / Slgnatur~ V " - Michael A. Scherer, Esquire Name 19 West South Street Carlisle, Pennsylvania 17013 Address '-':::> "- ,- n ....- (717) 249-6873 Telephone No. co C'\,j """-- ~"".,- r-_ (~ C~.- c...~ u Capacity: 0 Personal Representative 0. Counsel for personal representative PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG. PA 17128-0601 RECEIVED FROM: RIGGLEMAN RICHARD A 290C PEACH GLEN IDA VILLE ROAD GARDNERS, PA 17324 -------- fold ESTATE INFORMATION: SSN: 184-48-3474 FILE NUMBER: 2104-0347 DECEDENT NAME: RIGGLEMAN DUANE E ". DATE OF PAYMENT: 09/04/2007 POSTMARK DATE: 09/04/2007 COUNTY: CUMBERLAND DATE OF DEATH: 03/26/2004 REV-1162 EX(11-96) NO. CD 008629 ACN ASSESSMENT CONTROL NUMBER AMOUNT 101 I $75.00 I I I I I I I I TOTAL AMOUNT PAID: $ 75.00 REMARKS: RECEIPT TO ATTORNEY CHECK# 1041 SEAL INITIALS: AJW RECEIVED BY: REGISTER OF WILLS GLENDA FARNER STRASBAUGH REGISTER OF WILLS . BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION PO BOX 2B0I501 HARRISBURG PA 17128-0601 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE :INHERITANCE TAX STATEMENT OF ACCOUNT * 2007 OCT I 2 PI'; 12: I 0 REV-1607 EX AFP (03-05) MICHAEL A SCHERER ESQ OBRIEN BARIC & SCHERER 19 W SOUTH ST CARLISLE "'IE"!,>" \....11,. ~rl,\ ~~, '" I"" 0, 'J\.J:,'" '. fl! : ;'.: :,) 0J j',.lr"l ., [,I ", v~...' DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY ACN 10-01-2007 RIGGLEMAN 03-26-2004 21 04-0347 CUMBERLAND 101 DUANE E Allount Remitted PA 17013 MAKE CHECK PAYABLE AND REMIT PAYMENT TO: CUT ALONG THIS LINE NOTE: To insure proper credit to your account, submit the upper portion of this form with your tax payment. REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 REV-1607 EX AFP (03-05) --------------------------------------------------------------------------- -+ RETAIN LOWER PORTION FOR YOUR RECORDS +- *** INHERITANCE TAX STATEMENT OF ACCOUNT .** THIS STATEMENT IS PROVIDED TO ADVISE OF THE CURRENT STATUS OF THE STATED ACN IN THE NAMED ESTATE. SHOWN BELOW IS A SUMMARY OF THE PRINCIPAL TAX DUE, APPLICATION OF ALL PAYMENTS, THE CURRENT BALANCE, AND, IF APPLICABLE, A PROJECTED INTEREST FIGURE. ESTATE OF RIGGLEMAN DUANE E FILE NO. 21 04-0347 ACN 101 DATE 10-01-2007 DATE OF LAST ASSESSMENT OR RECORD ADJUSTMENT: 02-28-2005 PAYMENTS (TAX CREDITS): PRINCIPAL TAX DUE: 2,896.92 PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID DATE NUMBER INTEREST/PEN PAID (-) 06-21-2004 CD004065 144.85 2,800.00 02-28-2005 REFUND .00 47.93- 07-10-2006 CD006945 .00 175.00 09-04-2007 CD008629 .00 75.00 TOTAL TAX CREDIT 3,146.92 BALANCE OF TAX DUE 250.00CR INTEREST AND PEN. .00 TOTAL DUE 250.00CR II IF PAID AFTER THIS DATE, SEE REVERSE IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. ) s SIDE FOR CALCULATION OF ADDITIONAL INTEREST. ( IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED. Cumberland County - Register Of Wills One Courthouse Square Carlisle, PA 17013 Phone: (717) 240-6345 , ., Date: 3/03/2008 SCHERER MICHAEL ANDREW ESQUIRE OBRIEN BARIC & SCHERER 19 W SOUTH STREET CARLISLE, PA 17013-3444 RE: Estate of RIGGLEMAN DUANE E File Number: 2004-00347 Dear Sir/Madam: Tllis I Lice is to serve JS a reminder that the Status Report by Pc:csonaL EepteE3entat lve under Eult, 6.12 is due on the b,low li~3ted date. AE3 per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES, NO. 103 SUPREME COURT RULES DOCKET NO.1, for decedents dying on or after July 1, 1992, the personal representative or his counsel, within two (2) years of the decedent's death, shall file with the Register of Wills a Status Report of completed or uncompleted administration. This filing lS due by: 3/26/2008 Please feel free to contact this office with any questions you may have. If you have already filed your Status Report, please disregard this notice. Sincerely, Glenda Farner Strasbaugh Clerk of the Orphans' Court cc: File Personal Representative(s) Cumberland County - Register Of Wills One Courthouse Square Carlisle, PA 17013 Phone: (717) 240-6345 Date: 3/03/2008 ~, RIGGLEMAN RICHARD A 290C PEACH GLEN IDAVILLE ROAD GARDNERS, PA 17324 RE: Estate of RIGGLEMAN DUANE E File Number: 2004-00347 Dear Sir/Madam: T1Lf:3 notice lC'; to serve as a remLnder that the Stal:us Report by Personal Representative under Rule 6.12 is due on the below listed date. As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES, NO. 103 SUPREME COURT RULES DOCKET NO.1, for decedents dying on or after July 1, 1992, the personal representative or his counsel, within two (:2) years of the decedent's death, shall file with the Register of Wills a Status Report of completed or uncompleted administration. This filing lS due by: 3/26/2008 Please feel free to contact this office with any questions you may have. If you have already filed your Status Report, please disregard this notice. Sincerely, i)lft,~=. /~ . ./) C'P,'.Y -'-'(;',1' ;,,~Ut:,,'R,/ " ,,,,;,.,,,""-:"""C'.,(,nr._\;>"M .,.1;;"1' ':;'.,,",," Glenda Farner Strasbadgh Clerk of the Orphans' Court cc: File Counsel Pa, O.C. Rule 6.12 STATUS REPORT REGISTER OF WILLS OF LvNtwl",,^ COUNTY, PEN'NSYL VANIA Name of Decedent: DUll..,,, E. 7<,'" /L;YfI.,. Date of Death: tnt',,,, U, 143 '1 File Number: Z Q:>'1- j'1"'" Pursuant to Pa. a.c. Rule 6.12, I report the follo'.ving with respect to completion of the administration of the above-captioned estate: 1. State whether administration of the estate is complete: . . . . . . . . . . . . . . . . . . .. 0 Yes ~ No 2. lfthe answecis No, state when the personal representative reasonably believes that the administration will be complete: 20 I, 3. If the answer to No.1 is YES, state the following: t: C> ,-;./f)ale ......1 ~.,l~ ESe! = -~.:'" l' ~-> .'. l"~.' ..... 1"- CjC:> C":" L.::::: lJ...J t .~,J E~' ~~2 ~i=';~ cr a. Did the personal representative file a final' account with the Comi? . . . . . .. DYes 0 No b. The separate Orphans' Court No. (if any) for the personal representative's account is: c. Did the personal representative state an account infcnulally to the parties in interest? ................................ DYes 0 No d. Copies of receipts, releases, joinders and approvals of fonnal or informal accounts may be filed with the Clerk of the Orphans' Court and may be attached to this repOlt. ,.... N M z: "- ('oJ I a::: 0- ct CIC> c:::J c:::J c--.l S;g""'"""JPU~,~/l 3.1i..Dg b:t a8 ?509. ~9?:5 ~~'.~. ulE.w ~.~ (.) Capacity: OPersonal Representative [<lCoul1sel !fIid,4e" A. Sd. q u- Name of Person Filing Ihis Form Ii W. J.~tI. Jfr~.f- {~r1"~lt PA- )70'3 (? , .,) Z '1 Cj ... ,S 7 3 Address Telephone Form!? W.} 0 reF. J O. 13. 06 '1 In Re: Estate of RIGGLEMAN DUANE E ORPHANS' COURT DIVISION COURT OF COMMON PLEAS OF CUMBERLAND COUNTY PENNSYLVANIA NO. 2004-00347 ~g ~~.p fJ;l~m ~r':;:O ........:..v"'A 08~ 8e ~:!I i! NOTICE OF FAILURE TO FILE STATUS REPORT Personal Representative: RIGGLEMAN RICHARD A Counsel for Personal Representative: SCHERER MICHAEL ANDREW ES Date of Decedent's Death: 3/26/2004 The Orphans' Court record indicates that neither the above named personal representative nor the above named counsel for the personal representative have filed with the Register of Wills or Clerk of the Orphans' Court his, her or its Status Report required by Rule 6.12, Supreme Court Orphans' Court Rule and that the requisite notice, pursuant to Rule 6.12, Supreme Court Orphans' Court Rules, is hereby given by that the you have ten (10) day to file the Status Report. If the required 6.12 form is not filed in accordance with Rule 6.12 the Court will be notified of such delinquency and the undersigned will requests that a Court conduct a hearing to determine whether sanctions should be imposed upon the delinquent personal representative or counsel for the delinquent personal representative. Date: 3/26/2008 ~.~~ Glenda Farner Strasbaugh Clerk of the Orphans' Court Distribution: Personal Representative Counsel for Personal Representative Estate File '" = c:::J c:6 :z:- -0 :;0 I ." :x r:-l --. _" J l-Ci ,,,--'",,, :~~~ '. , ,','I o ~~~~< ~ -r~~ ;;::. ~i ~ W In Re: Estate of RIGGLEMAN DUANE E ORPHANS' COURT DIVISION COURT OF COMMON PLEAS OF CUMBERLAND COUNTY PENNSYLVANIA NO. 2004-00347 NOTICE OF FAILURE TO FILE STATUS REPORT ("') f;,;o s.....,.., ,...,.., .JV Y-' -0 rIl;;;!:0 :.1,1~fn t;:-:o /..: (/) ^ 080 ('") ..,., oc ; :0 :o~ ~ Personal Representative: RIGGLEMAN RICHARD A Counsel for Personal Representative: SCHERER MICHAEL ANDREW ES Date of Decedent's Death: 3/26/2004 The Orphans' Court record indicates that neither the above named personal representative nor the above named counsel for the personal representative have filed with the Register of Wills or Clerk of the Orphans' Court his, her or its Status Report required by Rule 6.12, Supreme Court Orphans' Court Rule and that the requisite notice, pursuant to Rule 6.12, Supreme Comi Orphans' Court Rules, is hereby given by that the you have ten (10) day to file the Status Report. If the required 6.12 form is not filed in accordance with Rule 6.12 the Court will be notified of such delinquency and the undersigned will requests that a Court conduct a hearing to detem1ine whether sanctions should be imposed upon the delinquent personal representative or counsel for the delinquent personal representative. ~"'~.,u~~ Date: 3/26/2008 Glenda Farner Strasbaugh Clerk of the Orphans' Court Distribution: Personal Representative Counsel for Personal Representative Estate File ......, = = co :J> -0 ::::0 . "", ,.'J.":j A~~{::Ij Ci? S;J, c,. "'~ r::;i~1 ...............,~'f -_..~ .... ."--'" C) C) -r'~ --'rl _ ,- -n roT? ~ (/) c> .'f'l -0 X ~ .&:'" .w Cumberland County - Register Of Wills One Courthouse Square Carlisle, PA 17013 Phone: (717) 240-6345 Date: 3/03/2009 SCHERER MICHAEL ANDREW ESQUIRE OBRIEN BARIC & SCHERER 19 W SOUTH STREET CARLISLE, PA 17013-3444 RE: Estate of RIGGLEMAN DUANE E File Number: 2004-00347 Dear Sir/Madam: h G.~'} L.'} `~ a ~~ ~ ~ ~ ~' ~ ~-~> ~ ~ -~ _._j ~ _ -- ~.. N This notice is to serve as a reminder that the Status Report by Personal Representative under Rule 6.12 is due on the below listed date. As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES, N0. 103 SUPREME COURT RULES DOCKET N0. 1, for decedents dying on or after July 1, 1992, the personal representative or his counsel, within two (2) years of the decedent's death, shall file with the Register of Wills a Status Report of completed or uncompleted administration. This filing is due by: 3/26/2009 Please feel free to contact this office with any questions you may have. If you have already filed your Status Report, please disregard this notice. Sincerely, ' _..~ Glenda Farner Strasbaugh Clerk of the Orphans' Court cc: File Personal Representative(s) Cumberland County - Register Of Wills One Courthouse Square Carlisle, PA 17013 Phone:(717) 240-6345 Date: 3/03/2009 n O ~~ ~~ RIGGLEMAN RICHARD A " n ~ ~ ; ~ zn ~ ~- 290C PEACH GLEN IDAVILLE ROAD ~ ~!-''+ i GARDNERS , PA 173 2 4 > ~" -• ~:_: E;~ -i^1 _ _ ~ - ~ ... , .~' ~ _ ~~ RE: Estate of RIGGLEMAN DUANE E File Number: 2004-00347 Dear Sir/Madam: This notice is to serve as a reminder that the Status Report by Personal Representative under Rule 6.12 is due on tr'ie below listed date. As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES, N0. 103 SUPREME COURT RULES DOCKET N0. 1, for decedents dying on or after July 1, 1992, the personal representative or his counsel, within two (2) years of the decedent's death, shall file with the Register of Wills a Status Report of completed or uncompleted administration. This filing is due by: 3/26/2009 Please feel free to contact this office with any questions you may have. If you have already filed your Status Report, please disregard this notice. Sincerely, Glenda Farner Strasbaugh Clerk of the Orphans' Court cc: File Counsel ~~. ~.C. ~~a~e 6.1? ST ~, i ~T,~ P~~ REGISTE~oF wIIJ>/s of l.~~B~2~RND couNTY, P~>v~NSYI/v~Nl-~ 1viameofDecedent: ~~~~'`~~~ ~' ~~~~`~~~ Date of Death: 3 ' Z 6 ' Dy File Number: Z~-~~,--o3y~ n,,.• ..,f +,~ D., (l ~ D ] ,C 17 T , v,t `lie fn]l~lxrma ~zrith racnect to rmm~lPtinn (1f the adlTllrl7Stratl017 of 1 LLL Jll alll LV 1 u. V.~'• 1\l.lle V. ~, 11 ..p "o r--- r-- the above-captioned estate: State whether administration of the estate is complete: ................... . 0 Yes No 2. If the answe>^is No, state when the personal representative reasonably believes that the administration will be con7plete: 3. If the answer to No. 1 is YES, state the following: __ a. Did the personal representative file a f nal account with the Court? , ...... Yes No b. The separate Orphans' Court No. (if any) for the personal representative's account is: c. Did the personal representative state an account informally to the parties in interest? ............................... ~ ~'es ~ No d. Copies of receipts, releases, joinders and appro~.~als of ~l-tnal or infor~rzal accounts r~~ay be filed with the Cleric of the Orphans' Court and maybe attached to this report. 3~ ~ ~~ Dnte C~] _ N ~' _ _ - ~ C: _ _ : C~ ~~ ,. ..,,. . .. ~.~ ~ ~ _.... LtJ•._._ ~ ,- ,: f'-~ ~ - - c ~ ~,,,, - I r , , ~ti ~ ~._ c _ '~- - . , I _. „ CYO ~~' ^, ~; Form RbY-10 rev. IOJj.06 Signature of rson Firing this Form Capacity: [Personal Representative ounsel Name of Person Filing this Form /5 ...y~/ 6~~ Ste" Address ~z_ !, s ~ P~- ~ 7~ f 2 ~~~7) Z~ ~ - 6~~3 Teleplraie ~~ COMMONWEALTH OF PENNSYLVANIA DEPARTM ENI' OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG, PA 17128-0601 RECEIVED FROM: PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT NO. CD 01 1 103 RIGGLEMAN RICHARD A 290C PEACH GLEN IDAVILLE ROAD GARDNERS, PA 17324 -------- fold ESTATE INFORMATION: SSN: 784-48-3474 FILE NUMBER: 2104-0347 DECEDENT NAME: RIGGLEMAN DUANE E DATE OF PAYMENT: 04/13/2009 POSTMARK DATE: 04/13/2009 couNTY: CUMBERLAND DATE OF DEATH: 03/ 26/ 2004 ACN ASSESSMENT AMOUNT CONTROL NUMBER 101 ~ 5650.00 TOTAL AMOUNT PAID: REMARKS: RECEIPT TO ATTORNEY CHECK#1050 SEAL INITIALS: AJW REV-1162 EX111-961 5650.00 RECEIVED BY: GLENDA EARNER STRASBAUGH REGISTER OF WILLS REGISTER OF WILLS COMMM1jNW EALTH OF PENNSYLVANIA '~/DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG, PA 1 J128-0601 RECEIVED FROM: PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT N0. CD 01 1204 RIGGLEMAN RICHARD A 290C PEACH GLEN IDAVILLE ROAD GARDNERS,PA 17324 ACN ASSESSMENT AMOUNT CONTROL NUMBER ~a~d ESTATE INFORMATION: ssN: tea-as-3a7a FILE NUMBER: 2104-0347 DECEDENT NAME: RIGGLEMAN DUANE E DATE OF PAYMENT: 05/07/2009 POSTMARK DATE: 05/07/2009 COUNTY: CUMBERLAND DATE OF DEATH: 03/26/2004 REMARKS: RECEIPT TO ATTY SEAL CHECK#1052 101 ~ 512,000.00 TOTAL AMOUNT PAID: REV-1162 EX111-961 S 12,000.00 INITIALS: WZ RECEIVED BY: GLENDA EARNER STRASBAUGH REGISTER OF WILLS REGISTER OF WILLS Cumberland County - Register Of Wil.1s One Courthouse Square Carlisle, PA 17013 ~. ,-,:. Phone: (717) 240-6345 ~` -~_ ~, ,:=~r_ ~~ ~. eft ~~i - ~ r zoio ~E~ ~ ~ PM 2:25 Date: 2/16/2010 SCHERER MICHAEL ANDREW ESQUIRE OBRIEN BARK & SCHERER 19 W SOUTH STREET CARLISLE, PA 17013-3444 RE: Estate of RIGGLEMAN DUANE E File Number: 2004-00347 Dear Sir/Madam: c«~~ ~~ URPI-I,~i~~~,~ r~URT CU,~~fi ~~ ~ ,, ~ ~r) This notice is to serve as a reminder that the Status Report by Personal Representative under Rule 6.12 is due on the below listed date. As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES, NO. 103 SUPREME COURT RULES DOCKET NO. 1, for decedents dying on or after July 1, 1992, the personal representative or his counsel, within two (2) years of the decedent's death, shall file with the Register of Wills a Status Report of completed or uncompleted administration. This filing is due by: 3/26/2010 Please feel free to contact this office with any questions you may have. If you have already filed your Status Report, please disregard this notice. Sincerely, ~~'~~ Glenda Farne.r Strasbaugh Clerk of the Orphans' Court cc: File Personal Representative(s) Cumberland County - Register Of Wills One Courthouse Square _ Carlisle, PA 17013 .r, ~ ~~- ~~ r hi- Phone: (717) 240-6345 ~, ~ ~. ~ ~, ,':,~~ ~;~ ZO10 EEB 17 Phl 2~ 2S CLERK ~>r ORPHAN'S CJJPT CU1,~G~~~f.k~:~,~r,,nC~.. PA, Date: 2/16/2010 RIGGLEMAN RICHARD A 290C PEACH GLEN IDAVILLE ROAD GARDNERS, PA 17324 RE: Estate of RIGGLEMAN DUANE E File Number: 2004-00347 Dear Sir/Madam: This notice is to serve as a reminder that the Status Report by Personal Representative under Rule 6.12 is due on the below listed date. As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES, NO. 103 SUPREME COURT RULES DOCKET NO. 1, for decedents dying on or after July 1, 1992, the personal representative or his counsel, within two (2) years of the decedent's death, shall file with the Register of Wills a Status Report of completed or uncompleted administration. This filing is due by: 3/26/2010 Please feel free to contact this office with any questions you may have. If you have already filed your Status Report, please disregard this notice. Sincerely, ~Qy ~/ ~r ~t//rfN ~~~gg ~ ~ ~f ~ 'f ,a ~ Glenda Farner_ Strasbaugh Clerk of the Orphans' Court cc: File Counsel R FC iSTr is C F ~,`i iLLS Or - L `~ ~~~~~ COti.vTY, PL'_v?`aS Y"L V:`,Ni~-. Name of Decedent: IA/~ Z~~y- 3 `t ~ Date o: D=ath:__ I'v`~.r~~. ZL , Zao`1 File i`;u.:~ber. D,... „ r+„ D., ('- (~ D.,1~ ~ 17 T , ~y-t t',.e f~llnur~i-, or ~z,ith rPC-~a;;.t t,1 rf_mT~~~°.`1(`_l C!T r~li; aL1li;T115t13r10P. O1 1 LLLJll:111L w i c. v.`.. ~~~.L~ v• -, ~ .ep~ - " •.~ " r' r-~-- the above-captioned estate: Yes [~No 1. State whetizer adrziinistration of the estate is complete :................... 2. If the answe>^is No, state when the personal representative reasonably believes that the ad>rlinistrationwih be complete: ~. If the answer to No. 1 is YES, state the following: a. Did the personal representative file a f nal~account with the Court? ....... ^Yes (~ No b. The separate Orphans' Court No. (if any) for the personal representative's account is: c. Did the personal representative state an account informally to the parties in interest? ............................... CUYes ~No d. Copies of receipts, releases, joinders and approvals of foi?nal or informal accounts maybe frled with the Clerlc of the Orphans' Court and maybe attached to this report. Dnre (~ Si~nahrre of"?erson F:iir; ti~is Form ':t. ~~~-L Capacity: [Pe/rsonal Representati•~~e ~/~Couvsel -' ~ t~'mr:e of Persai Frlin; th.'s Form rv ~ ~ ~ y 1N, ..,b~ r ~ ... -- ~' `~ ~ 73 Teleplrare Ana co~xncy R~~~:se~~' One Courthouse Square Carlisle, PA 17013 Phone:(717) 240-6345 Date: 2/18/2011 SCHERER MICHAEL ANDREW ESQUIRE OBRIEN BARK & SCHERER 19 W SOUTH STREET CARLISLE, PA 17013-3444 RE: Estate of RIGGLEMAN DUANE E File Number: 2004-00347 Dear Sir/Madam: ~~~~ ~~ !',~' ,~ l~v~f`~ Lai ~~i~ ~ C Z! 1 FEB I ~ P~1 t ~ 43 CI,E K QF ORi~-1 'S COURT CUn~B~F~'_ ~~1~' ~~.. PA This notice is to serve as a reminder that the Status Re{~a,rt by Personal Representative under Rule 6.12 is due on the be1~i`a'w listed date. As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT R ES, NO. 103 SUPREME COURT RULES DOCKET NO. 1, for decedents dying on or after July 1, 1992, the personal representative or his counsel, within two (2) years of the decedent's death, shall file with the R g,ister~of Wills a Status Report of completed or uncompleted admini t'ration. This filing is due by: 3/26/2011 Please feel free to contact this office with any questio s you may have. If you have already filed your Status Report, ple s;e disregard this notice. ~, Sincerely, _~~ ,,/ ~~~ Glenda Farner Str s'bahclh Clerk of the Orph r~s' Court cc: File Personal Representative(s) Tld CO1:~~itY =~ Re~I9°~C~` One Courthouse Square Carlisle, PA 17013 Phone: (717) 240-6345 Date: 2/18/2011 RIGGLEMAN RICHARD A 290C PEACH GLEN IDAVILLE ROAD GARDNERS, PA 17324 RE: Estate of RIGGLEMAN DUANE E File Number: 2004-00347 Dear Sir/Madam: ~~ ~~~n`~ . ~t~~~Tr~ '.~i iYi}_~.~ Z~I I ~"~B ~ $ PM 4 ~ 43 C~~R~ 0~ pRPHAN'~ COURT This notice is to serve as a reminder that the Status Re~art by Personal Representative under Rule 6.12 is due on the be dw listed date. ~ '~ As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RU BS, NO. 103 SUPREME COURT RULES DOCKET NO. 1, for decedents dying on ar after July 1, 1992, the personal representative or his counsel, within two (2) years of the decedent's death, shall file with the R~gister of Wills a Status Report of completed or uncompleted adminilst,ration. This filing is due by: 3/26/2011 Please feel free to contact this office with any questio's you may have. If you have already filed your Status Report, ple~se disregard this notice. i Sincerely, ~~~~x Glenda Farner Str~a~bau Clerk of the OrpY~axis' Court cc: File Counsel Pa. O.C. Rule 6.12 STATUS REPOT REGISTER OF tiVILLS OF ~~M ~ ~ a^~ COUNTY, PENNSYLVANIA Name of Decedent: ~~~~ ~ 'C' ~'`,~, ~-'''~'~' Date of Death: ~ ~ 2 ~ l ~`1 File Number: 2~~'~y~ 3 W 7 Pursuant to Pa. O.C. Rule 6.12, F report the following with respect to completion of the administration of the above-captioned estate: 1. State whether administration of the estate is complete :.................... ^ Yes ~ No 2. If the answer is No, state when the personal representative reasonably believes that the administration will be complete: /~S '~" t Zo ~ t 3. If the answer to No. 1 is YES, state the following: a. Did the personal representative file a final account with the Court:? ....... Yes ~No b. The separate Orphans' Court No. (if any) for the personal representative's account is: c. Did the personal representative state an account informally to the parties in interest? ............................... Yes ~No d. Copies of receipts, releases, joinders and approvals of formal or informal accounts maybe filed with the Clerk of the Orphans' Court and maybe attached to this report. "~ r Drtte J ' (~ ' I ' Signature o Person 'ling This F .m ~ Capacity: QPersonal Representative ounse] ~~._ __. ~ .; _ , ~ _.. - Nnme of Person Filing this Fornt r 1 __ ~ ~r_ ~1; ._. A~~,~ess - ~_. ~= ' -- -. Telephone ~` ~~t. 5`~~~~'`( c7 IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA ORPHANS' COURT DIVISION NO. 21-04-0347 FIRST ACCOUNT OF ~ ,_, =- -,-;' RICHARD A. RIGGLEMAN EXECUTOR o :~ ns _ _a ~,~ t , FOR „ c~ -z, . ~ - _L~ ` ESTATE OF DUANE E. RIGGLEMAN R; n~ `~° ' ~ t ~c7~n p' ;.; LATE OF MOUNT HOLLY SPRINGS BOROUGH ~~ ~ ~' ~' , -i , ~ c.~ ~ •~ ~ n. Date of Death: March 26, 2004 Date of Executor's Appointment: April 13, 2004 Date of Advertisement of Letters: Cumberland County Law Journal: April 30, May 7 and May 14, 2004 Sentinel Newspaper: April 23, April 30 and May 7, 2004 Accounting for the Period: April 13, 2004 to March 31, 2011 Purpose of Account: Richard A. Riggleman, Executor, offers this account to acquaint interested parties with the transactions that have occurred during his administration. This account also indicates the distributions from the estate through March 31, 2011. This estate remains open because of asbestos related claims and litigation that are being pursued on behalf of the estate. Prior to his death, the decedent engaged the firm of Weitr &Luxenberg, New York City, to represent him in class action litigation against various asbestos manufacturers and distributors. The decedent had been paid for some claims prior to his death, the estate has received payment for some class action claims and at least one claim remains pending. A Final Account will be filed when Weitr &Luxenberg advises the Executor that no further payments are expected from the class action lawsuits. It is important that the account be carefully examined. Requests for additional information or questions or objections can be discussed with: Michael A. Scherer, Esquire BARK SCHERER LLC 19 West South Street Carlisle, PA, 17013 (717) 249-6873 1 SUMMARY OF ACCOUNT PRINCIPAL Receipts Asbestos Litigation Receipts Less Disbursements Debts of Decedent Funeral Expenses Admin Expenses PA Inheritance Tax Fees & Commissions Total Disbursements Balance Before Distributions Distributions to Beneficiaries Principal Balance on Hand RECEIPTS OF PRINCIPAL 1 2. 3. 4. 5. 6. 7. 8. 9. 10 11 12. 13 DESCRIPTION PNC Bank-Checking Account # 5080277888 Additional deposit recd final closing M&T Bank Account # 9835404428 2000 Ford Mustang Coupe Furnishings -Television 1999 Ford Ranger Super Cab 2001 Harley Davidson Motorcycle 1996 Kawasaki Four Wheeler ATV ATV/Motorcycle Trailer Miscellaneous Personal Property 2003 Polaris 700 Snowmobile American United Life Insurance Disability Payment Progressive Automobile Insurance Refund Progressive Automobile Insurance Refund Page 2 $ 54,880.14 3 $294.668.95 $349,549.09 3 $ 5,274.07 4 $ 2,788.02 4 $ 724.66 5 $15,652.07 5 $20,882.00 $ -45,320.82 $304,228.27 5 $297,715.56 VALUE $20,276.76 $ .22 $ 60.00 $ 6,065.00 $ 2,409.00 $ 5,640.00 $10,380.00 $ 1,955.00 $ 400.00 $ 1,000.00 $ 3,500.00 $ 1,060.02 $ 640.00 $ 41.00 2 $ 6,512.71 14. AT&T Cell Phone Contract Refund $ 292 26 15. First National Bank Marine . insurance policy refund $ 55 57 16. Keystone Insurance Group- . motorcycle insurance refund $ 222 00 17. IRS refund 1-11-2005 $ . 275 59 18. IRS refund 4-27-2005 $ . 559 00 19. FTC & Capital, Class Action $ . 31 26 20. FTC & Capital, Class Action $ . 17.46 TOTAL $54,880.14 RECEIPTS FROM ASBESTOS LITIGATION 1. Combustion Engineering Cat 4- 6/29/07 $ 1,582.85 2. Garlock, Inc. 11/8/05 $ 8,108.59 3. Combustion Engineering 6/5/06 $ 3,915.67 4. Pyrotek Inc.4/2/09 $266,593.36 5. Manville Trust 3/2/09 14 468.48 TOTAL $294,668.95 DEBTS OF DECEDENT 1. Andrews and Patel, M.D. $ 500 00 2. Holy Spirit Hospital $ . 50 00 3. Statewide Tax Recovery: . delinquent state tax $ 30 50 4. Holy Spirit Hospital $ . 100 00 5. Philips & Cohen: Sprint . phone service collection $ 209 00 6. CAMCO: bill collection agency $ . 650 00 7. Debt recovery systems: Sprint $ . 98 10 8. Internal Revenue Service: . 1999 balance due $ 840 86 9. PA Department of Revenue: . 2002 balance due $ 216 00 10. CATCB: 2002 local tax due $ . 147 00 11. CATCB: Interest and Penalties $ . 24 87 12. United States Treasury: . remaining 1999 liability $ 12 42 13. PA Department of Revenue: . 2002 penalty/interest $ 68.13 3 14. United States Treasury: 2001 Interest and penalty $ 818.1 15. Internal Revenue Service: 2000 & 2001 tax due $ 776.00 16. IRS Additional Tax due 2001 $ 733.00 TOTAL $ 5,274.07 FUNERAL EXPENSES 1. Hollinger Funeral Home: disposition of remains and service $ 2,398.02 2. Hollinger Funeral Home: urn $ 390.00 TOTAL $ 2,788.02 ADMINISTRATION EXPENSES 1. Register of Wills $ 116 00 2. The Sentinel $ . 153 41 3. Advertisement of Account $ . 75 00 4. Sollenbergers: courier service title transfer $ . 63 50 5. Commonwealth of PA: title transfer $ . 34 50 6. Commonwealth of PA: title transfer $ . 28 50 7. Commonwealth of PA: title transfer, . Ford Mustang $ 22 50 8. Commonwealth of PA: title transfer, . snowmobile $ 42 50 9. Bank fee- checks $ . 28 25 10. Commonwealth of PA: title transfer, Harley Davidson $ 40 50 11. Sollenbergers: courier service title transfer $ . 45 00 12. Sollenberger's notary fee for . Weitz Lux document $ 20 00 13. Sollenbergers Notary fee for WL $ . 40 00 14. Sollenbergers Notary fee for WL . $ 15.00 TOTAL $ 724.66 4 PA INHERITANCE TAX 1. Prepayment June 18, 2004 $ 2 800 00 2. Refund , . (47.93) 3. Payment for settlement funds received July 10, 2006 $ 175 00 4. Payment for settlement funds . received September 4, 2007 $ 75 00 5. Payment for settlement funds . received April 13, 2009 $ 650 00 6. Payment for settlement funds . received May 7, 2009 $ 12.000.00 TOTAL $ 15,652.07 FEES AND COMMIS SIONS 1. Baric & Scherer: attorney's fees paid $ 3 557.00 2. Executor Fee: Richard Riggleman , $ 16 900.00 3. Boyer and Ritter, CPA: tax preparation , $ 250 00 4. Boyer and Ritter, Tax Prep . $ 175.00 TOTAL $ 20,882.00 DISTRIBUTIONS OF PRINCIPAL TO BENEFICIARIES 1. Nicholas Riggleman $ 23,679.21 2. Jennifer Riggleman $ 24,020.71 3. Thomas Riggleman, Jr. $ 2,000.00 4. Jennifer Riggleman Trust Account $108,333.32 5. Nicholas Riggleman Trust Account $108.333.32 TOTAL $266, 366.56 5 ITEMIZATION OF AMOUNTS PAID TO OR FOR NICHOLAS RIGGLEMAN ~ JENNIFER RIGGLEMAN OR THEIR RESPECTIVE TRUST ACCOUNTS NICHOLAS D RIGGLEMAN DATE Check # Payable to: Amount 10/21/2004 1021 N Riggleman $ 250.00 12/5/2005 1030 N Riggleman $ 700.00 12/11/2005 1031 N Riggleman $ 375.00 1/9/2006 1033 N Riggleman $ 300.00 1/21/2006 1035 N Riggleman $ 100.00 1/23/2006 1035 N Riggleman $ 2,000.25 7/11/2006 1039 N Riggleman $ 2,536.88 8/27/2007 1042 N Riggleman $ 750.00 5/9/2009 1055 D&S Motors $ 4,814.70 5/5/2009 1056 N Riggleman $ 500.00 5/5/2009 1057 N Riggleman $ 4,000.00 5/21/2009 1061 Orrstown Bank Trust $ 93,333.32 5/21/2009 1063 N Riggleman $ 7,352.38 2/21/2011 1067 Orrstown Bank Trust $ 15,000.00 $ 132,012.53 JENNIFER M RIGGLEMAN DATE Check # Payable to: Amount 8 /23/2004 1013 J Riggleman $ 250.00 12/21/2005 1032 J F~iggleman $ 3,500.00 7/11/2007 1040 Dorothy Barninger $ 2,512.13 FBO J Riggleman 8/27/2007 1047 J Riggleman $ 750.00 5/8/2009 1053 Clerk of Crts York Co $ 323.50 5/8/2009 1054 Clerk of Crts Cumb Co $ 13,815.38 5/21/2009 1058 Money Order $ 500.00 5/21/2009 1062 Orrstown Bank Trust $ 93,333.32 6/4/2009 Refund Fines $ 360.00 6/12/2009 1064 Clerk of Crts Perry Co $ 1,674.07 6/12/2009 1065 Clerk of Crts York Co $ 1,055.63 2/21/2011 1068 Orrstown Bank Trust $ 15,000.00 $ 132,354.03 6 ITEMIZATION OF AMOUNTS PAID FROM TESTAMENTARY TRUST TO NICHOLAS RIGGLEMAN & JENNIFER RIGGLEMAN NICHOLAS 5/21/2009 Deposit $93,333.32 2009: 8 payments of $4,166.67 per month $33,333.36 2009: Interest $369.82 2010: 12 payments of $4,166.67 per month $50,000.04 2010: Interest $194.98 2/21/2011 Deposit $15,000.00 2011: 3 payments of $4,166.67 $12,500.01 2011: Interest $ 7.22 March 31, 2011 Close date for this Account: balance: $13,071.93 JENNIFER 5/21/2009 Deposit $93,333.32 June, 2009 check cost $13.75 2009: 3 payments of $4,166.67 Plus balance for 2009 $33,333.36 2009: Interest $402.84 2010: 12 payments of $4,166.67 $50,000.04 2010: Interest $ 194.17 2/21/2011 Deposit $15,000.00 2011: 3 payments of $4,166.67 $12,500.01 2011: Interest $7 17 March 31, 20 11 Close Date for this Account: balance: $13,090.34 7 DISTRIBUTIONS OF PERSONAL PROPERTY TO BENEFICIARIES Richard A. Riggleman: 2001 Harley Davidson Motorcycle $10,380.00 Nicholas Riggleman: 1999 Ford Ranger Super Cab $ 5,640.00 1996 Kawasaki Four Wheeler ATV $ 1,955.00 ATV/Motorcycle Trailer $ 400.00 2003 Polaris 700 Snowmobile $ 3,500.00 Jennifer Riggleman: 2000 Ford Mustang Coupe $ 6,065.00 Large Screen television $ 2,409.00 Nicholas Riggleman Misc Personal Property 1 000.00 And Jennifer Riggleman Misc Personal Property Total Distribution Personalty $31,349.00 The Executor/Accountant, Richard Riggleman, will use the balance on hand to pay the expenses associated with this Account and to file a Supplemental Pennsylvania Inheritance Tax Return. At least one future payment from the class action asbestos litigation is anticipated. Any such additional sums will be disbursed according to decedent's Will and a Final Account will be filed thereafter. Mi' hael A. Scherer, Esq. Richard A. Riggleman Executor of the Estate Of Duane E. Riggleman 8 VERIFICATION Richard A. Riggleman, Executor of the Estate of Duane E. Riggleman, deceased, hereby declares under oath that he has fully and faithfully discharged the duties of his office; that the foregoing First Account and Schedule of Distribution 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 his knowledge, there are no claims now outstanding against the Estate; and that all taxes presently due from the estate have been paid. Date: q --f -7.~~ Richard A. R' eman, Executor AUDIT NOTICE Please be advised that the First and Final Account and Proposed Distribution of Richard A. Riggleman, Executor under the Will dated November 14, 2002 and executed by Duane E. Riggleman, deceased, has been filed with the Clerk of the Orphans Court Division of the Court of Common Pleas of Cumberland County, Pennsylvania, and will be called for audit before the Honorable Judges of said Court on the 11th day of October, 2011, at 9:30 a.m. in Courtroom Number 1, of the Cumberland County Courthouse, Carlisle, Pennsylvania. Your interest in the Estate consists of: See attached Will and Schedule of Distribution. The Court will be asked to approve the account as stated and to make awards in accordance with the provision of the Will of Duane E. Riggleman, deceased. Copies of the Account and Will are enclosed. It is not necessary that you or your counsel appear at the audit. However, if you have any objection to any items in the Account (or if you disagree with the position the accountant has taken on any claim), it is necessary that you appear at the time and place stated above in person or by counsel; otherwise, the Court will assume you have no objection and may approve the account as stated. If you have any questions regarding the contents of this letter, the Account of the Executor of the Will of Duane E. Riggleman, please contact the undersigned. Michael A. Scherer, Esquire Baric Scherer LLC 19 West South Street Carlisle, PA 17013 (717) 249-6873 10 CERTIFICATION UNDER CCRP 6 3-1 I hereby certify that on September 9, 2011, I mailed the notice of the time and place of the presentation of the above account and proposed distribution, along with a copy of the account, proposed statement of distribution and a copy of the Will, by first class mail, postage prepaid, as follows: Jennifer M. Riggleman 317 North Baltimore Avenue, Apt. 1 Mt. Holly Springs, PA 17065 Nicholas D. Riggleman 240 North Baltimore Avenue Mt. Holly Springs, PA 17065 American Cancer Society 3211 North Front Street Harrisburg, PA 17110 Dorothy Barninger 1186 West Willow Street Carlisle, PA 17013 Thomas I. Riggleman, Jr. 310 Cactus Road Carlisle, PA 17013 Heather J. Vance-Rittman, Esquire Senior Deputy Attorney General Attorney General Office Charitable Trusts and Organizations 14~h Floor, Strawberry Square Harrisburg, PA 17120 Lawrence Barninger 1186 West Willow Street Carlisle, PA 17013 Rita Riggleman 22479 NW Goodwin Road Altha, FL 32421 Richard A. Riggleman 290C Peach Glen Idaville Road Gardners, PA 17324 Mi ael .Scherer, Esquire 11 ~~~ ~~~ OF DUANE E. RIGGLEMAN I, Duane E. Riggleman, of Cumberland County, Pennsylvania, being of sound mind, memory and understanding, do hereby make; publish and declare this as and for my Last Will and Testament, hereby revoking all other wills and codicils heretofore made by me. Item One: I direct the payment of myjust debts and the expenses of my last illness and funeral from my estate as soon after my death as conveniently may be done. I have left a with this Will directing the manner in which I would like my memorial services and the disposition of my body to be handled. Item Two: I direct that any and all inheritance, estate and transfer taxes imposed as a result of my death for property passing under my will or otherwise shall be paid out of the principal of my residuary estate. Item Three: I give and bequeath such of my personal property as may be ;fisted on a signed and dated memorandum kept with my Will to the persons named thereon, provided they survive my death. Should such a memorandum not be found with my Will; it shall be conclusively presumed that none was prepared, and all of my personal property shall pass=~ccordi~r to the w .,. ,:, remaining provisions of this Will. _:~ ...A .... `~ I l ~. ~.~~J . I' ~ Item Four: I give, devise and bequeath the rest, residue and remainder of my estate as follows: A. The first One Million Five Hundred Thousand ($1,500,000.00) Dollars to my children, Nicholas D. Riggleman and Jennifer M. Riggleman, in equal shares, per stripes. B. The net sum of my estate which exceeds One Million Five Hundred Thousand ($1,500,000.00) Dollars shall be divided as follows: 1. One-half to my children, Nicholas D. Riggleman and Jennifer M. Riggleman, in equal shares, per stripes; and, 2. One-half to the following in such shares as are indicated: a. Five percent of such sum to the American Cancer Society; and, b. The remainder of such sum in equal shares to my mother, Dorothy Barninger, my father, Thomas I. Riggleman, and my brothers, Thomas I. Riggleman, Jr., Richard A. Riggleman, Kenneth W. Riggleman. In the event my mother, Dorothy, predeceases me, then her share shall go to her husband, Lawrence Barninger, if alive; otherwise, her share shall go to my brothers . In the event my father, Thomas predeceases me, then one-half of his share shall go to his wife, Rita Riggleman, if alive; and the remaining one-half share, or the entire share if Rita Riggleman is deceased, shall be divided equally between my brothers. In the event any of my brothers predecease me, their share(s) shall be distributed per stripes. Item Five: In the event either of my children are under the age of thirty-five (35) at the time they would receive a portion of my estate, then that portion of my estate passing to the heir who is under age thirty-five shall be placed with my brother, Richard A. Riggleman, as Trustee, who shall exercise his duties according to the following conditions: A. My Trustee shall pay income and principal monthly to or for the benefit of the heir in the amount of at least $50,000.00 per year during his or her life, for the health, maintenance, support and complete education of such heir and the members of his or her immediate family. In addition, my Trustee in his sole discretion may advance principal to said heir against the fractional shares to be advanced hereunder for the costs of marriage, or the purchasing of a home or costs of entering a business or profession, or for any other bonafide necessity, if my said Trustee shall deem such expense reasonably prudent. B. Notwithstanding the foregoing provisions, after the first of my said children attains thirty-five (35) years of age, the principal of the trust shall be divided into two equal 'shares, and Nicholas may withdraw the full amount of his fractional share of the trust. Thereafter, the Trust shall continue for the benefit of Jennifer, until she shall reach thirty-five (35) years of age, at which time the remainder of any principal and any accumulated or undistributed income shall be distributed to her, and the trust shali terminate. C. In the event of the death of a trust beneficiary prior to age thirty-five (35), then my Trustee shall distribute any remaining principal and interest as such beneficiary shall appoint by specific reference to this power in his or her will, or if such power is not exercised in full, the unappointed principal shall be distributed to his or her issue, per stirpes, or in default of such issue, to my brothers, per stirpes. D. Should the principal of the Real Estate Trust be or become too small in my Trustee's discretion to make establishments or continuance of the trust advisable, my Trustee may distribute the remaining principal and any accumulated or undistributed income outright to the beneficiaries in the proportions to which they are then entitled. The receipts and releases of the distributees will terminate absolutely the rights of all persons who might otherwise have future interest in the trust, whether vested or contingent, without notice to them and without the necessity of filing an account with the court. E. In the event my brother, Richard, is unable to serve as Trustee, my sister-in-law, Lisa A. Riggleman, shall be my alternate trustee. Item Six: I direct that no trustee, executor, guardian or other fiduciary named, nominated, or appointed by this my Last Will and Testament shall be required to post any bond ~r give any security of any type for any purpose whatsoever, any law or rule of the court of the Commonwealth of Pennsylvania or any otherjurisdiction to the contrary notwithstanding. I direct that the law of the Commonwealth of Pennsylvania shall apply to any interpretation or application of the validity of this instrument. Item Seven: My executor and trustee and their successors shall have the following powers in additior, to those given by law to be exercised by them in their absclute discretion, which powers shall be applicable to all property held by them, effective without the order of any court and until the actual distribution of all such property: A. To retain investments at discretion, and to invest and reinvest at discretion without restriction to so-called "legal investments," with specific right to invest in common and preferred stocks; B. To sell any real or personal property at private or public sale, for such prices, at such time, in such manner and upon such terms as they may think proper, and to execute and deliver good and sufficient conveyances, assignments and transfers thereof without liability of any purchaser to see the application of the purchase money; C. To borrow money and to secure its repayment by mortgage on real or personal property, pledge investments or otherwise, without liability on the part of the lenders to see the application thereof; D. To compromise claims by or against my estate or any trust created hereunder; E. To make distributions in cash or in kind, or partly in each; F. To manage, operate, repair, alter or improve real estate or other property, and to lease real estate and other property upon such terms and for such period as my executor and stee deems advisable; G. To retain such accountants, custodians and investment advisors as is necessary to properly administer the estate or manage the trust, and to compensate such persons accordingly; and, H. To do alf other acts and things necessary or appropriate in the managemerit, administration and distribution of my estate and tn.~sts. Item Eight: Any and all payment or payments of any sum or sums, whether in cash or in kind and whether for principal or income, payable to an heir, or any of them, shall be made upon ~ i the sole receipt of the respective individual to whom the payment is made, and free from ~ i anticipation, alienation, assignment, attachment, and pledge, and free from control by the creditors of any such beneficiary. Item .Nine: I appoint my brother, Richard A. Riggleman, Executor of this my Last Will and Testament. Should my said Executor fail to survive me or for any reason fail to qualify as Executor, then I appoint my sister-in-law, Lisa A. Riggleman, Executrix of this my Last Will and Testament. IN WITNESS WHEREOF, I have hereunto set myhand and seal to this, my Last Will and Testament, consisting of six (6) typewritten pages, the firstfive (5) of which bear my signature in the margin for the purpose of identification, this 14th day of November, 2002. ~~ (SEAL) Duane iggleman Signed, sealed, published and declared by the above named testator, Duane E. Riggleman, as and for his Last Will and Testament,. in the presence of us, who, at his request, in his sight and presence, and in the sight and presence of each other, have hereunto subscribed our names as witnesses. °~ y ADDRESS ~~j ~p~~, ~~ C.~'J~'~-e~ (,~~t 6713 - J~~ ADDRESS ~~ ~l fo~~ ~''{• ~4rI,~sL. ~vA r7~~,~ COMMONWEALTH OF PENNSYLVANIA COUNTY OF CUMBERLAND SS. We, Duane E. Riggleman, _,., and _ ~lichu-t ! ~. 5~ u~ ,the testator and the witnesses, respectiv ly, whose names are signed to the attached or foregoing instrument, being first duly sworn,,do hereby declare to the undersigned authority that the testator signed and executed the instrument of his Last Will and Testament, and that he signed willingly and that he executed as his free and voluntary act for the purposes therein expressed, and that each of the witnesses, in the presence and hearing of the testator, signed the Will as witnesses, and that to the best of their knowledge, the testator was at the time eighteen (18) years of age or older, of sound mind and under no constraint or undue influence. Sworn to and subscribed before me this 14th day of November, 2002. No6anal ~~ Artemis L Fisher, Notary PubSc Carlisle Baro. Cumberland CourM,~ My Carrp~sion Expires Apr. 17.2006 R~rrdxrr, Permsylvaaia Assaaaron a Naleries To My Executor: In accordance with Item Three ofmy Last Will and Testament dated November 14, 2002, I give and bequeath the following items to the following people and I direct my executor to deliver the same to them: To my brother, Richard Riggleman, my motorcycle, all ofmy tools. My brother shall pay my estate 5600 for the value ofmy tools. To my son, Nicholas Riggleman, the following items: my Ford truck, 4 wheeler and trailer, and my snowmobile. To my daughter, Jennifer Riggleman, the following items: my Ford Mustang and my large screen TV. Let it be known that it is my wish to be cremated. It will be my son and daughter's decision as to what to do with my ashes. ~~ ~ Duane E. Riggleman Date: Mazch 24, 2004 To My Executor: In accordance with Item Three of my Last Will and Testament dated November 14, 2002, I give and bequeath the following items to the following people and I direct my executor to deliver the same to them: To my brother, Richard Riggleman, my motorcycle and all of my tools. My brother shall pay my estate. $600.00 for the value of my tools. To my son, Nicholas, the automobile I own at my death. Duane E. Riggleman Date: November 14, 2002 .., ,_, ..<~ _ i ~.'j •`-3 '~ _ +y ~. ti .~ i -r.. ~ . O DECEDENT'S ESTATE COURT OF COMMON PLEAS OF Cumberland COUNTY, PENNSYLVANIA ORPHANS' COURT DIVISION ESTATE OF Duane E. Riggleman ,DECEASED No. 2004-00347 PETITION FOR ADJUDICATION / STATEMENT OF PROPOSED DISTRIBUTION PURSUANT TO Pa. O.C. Rule 6.9 "~..:_ ~, .-., ~~ ~ `~?`n -~ ~ ~ t j~ ~ ~ , -' ~cn~ ~- ~"~ X7 N `FJ O --~ q `^ -ci n This form may be used in all cases irrvolving the Audit of the Account of a Decedent's Estate. If space is insufficient, 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 BACK OF THIS FORM. Name of Counsel: Michael A. Scherer, Esquire Supreme Court LD. No.: 61974 Name of Law Firm: Baric Scherer Address: 19 West South Street, Carlisle, PA 17013 Telephone: (717) 249-6873 Fax: _(7171249-5755 Form oc-oi rev. /0.13.06 Page 1 of 10 Estate of Duane E. Riggleman Deceased 3. Was decedent survived by a spouse? ............................. ^Yes m No If yes, name of the surviving spouse: 4. Has the surviving spouse filed to take an elective share? ............. ^Yes m No (See Section 2201 et sue. 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 (f none, so state): Not applicable. 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? .............................. mYes ®No For,„oaol rev. 10./3.06 Page 3 of 10 Estate of Duane E. Riggleman Deceased 8. 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): Form 0001 rev. 10.!3.06 Page 4 of 10 LIST OF ALL PARTIES Jennifer M. Riggleman 317 North Baltimore Avenue, Apt. 1 Mt. Holly Springs, PA 17065 Nicholas D. Riggleman 240 North Baltimore Avenue Mt. Holly Springs, PA 17065 American Cancer Society 3211 North Front Street Harrisburg, PA 17110 Dorothy Barninger 1186 West Willow Street Carlisle, PA 17013 Thomas I. Riggleman, Jr. 310 Cactus Road Carlisle, PA 17013 Heather J. Vance-Rittman, Esquire Senior Deputy Attorney General Attorney General Office Charitable Trusts and Organizations 14th Floor, Strawberry Square Harrisburg, PA 17120 Lawrence Barninger 1186 West Willow Street Carlisle, PA 17013 Rita Riggleman 22479 NW Goodwin Road Altha, FL 32421 Richard A. Riggleman 290C Peach Glen Idaville Road Gardners, PA 17324 Estate of Duane E. Riggleman Deceased None C. State why a Petition for Guardian/Trustee Ad Lrtem has or has not been filed for this Audit (see Pa. O.C. Rule 12.4). 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. Not Applicable Form OGO/ rev. 10.13.06 Page 5 of 10 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. Estate of Duane E. Riggleman 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. Name and Address ojEach Gaimant Amount ojClaim Claim Will Claim Admitted? Be Paid In Full? None. ^Yes ^Yes ^No ^No ^Yes ^Yes ^No ^No ^Yes ^Yes ^No ^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: Relatioruhip: Farm oaol rev. 10.13.06 Page 6 of 10 Estate of Duane E. Riggleman 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 Payment Interest See attached 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 m 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: None. 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. Formoc-ol rev. Io.13.06 Page 7 of 10 PENNSYLVANIA INHERITANCE TAX_PAYMENTS 1. Prepayment June 18, 2004 $ 2,800.00 2. Refund (47.93) 3. Payment for settlement funds received July 10, 2006 $ 175.00 4. Payment for settlement funds received September 4, 2007 $ 75.00 5. Payment for settlement funds received April 13, 2009 $ 650.00 6. Payment for settlement funds received May 7, 2009 $ 12.000.00 TOTAL $ 15,652.07 Estate of Duane E. Riggleman Deceased 16. Had the decedent been adjudicated an incapacitated person? .......... ^Yes m 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. None. B. Has notice of the additional receipts and disbursements been given to the parties identified in Paragraph 9 above? ............. ^Yes ^ No 18. If a reserve is requested, state amount and purpose. Amount: 0.00 Purpose: 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? ........................................ ^Yes ^No Form 0001 rev. !0.13.06 Page 8 of 10 Estate of Duane E. Riggleman ,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 DistrJbalee(sf See attached B. Principal: Proparcd D(sMbutee(s) AimiwdPrapordon Amoun4Pmportion Submitted By: (A![ petitioners must sign. Add additional lines if necessary): Richard A. Riggleman ~ ~~~~- Name of Petitioner: ~ ~'~-ZD I Name of Petitioner: Forst OC-Ol rcv. 10.l3.IM Page 9 of 10 B. Principal Nicholas Riggleman $132,012.53 Jennifer Riggleman $132,354.03 Thomas Riggleman $ 2,000.00 Richard Riggleman $ 10,380.00 Estate of Duane E. Riggleman ,Deceased Verification of Petitioner (Verification must be by at least oae petitioner.) The undersigned hereby verifies * [that tieishe he is nrre Executor of the above-named name ojcorporarivn Estate of Duane E. Ri~~leman 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). /~ /' l~ay`.~ Signature of Petition ' * 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 ounsel for Petitioner Form OC-01 rev. 10.13.06 Page 10 of 10 PROOF OF PUBLICATION OF NOTICE IN CUMBERLAND LAW JOURNAL (Under Act No. 587, approved May 16, 1929), P. L.1784 STATE OF PENNSYLVANIA COUNTY OF CUMBERLAND ss. Lisa Marie Coyne, 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 Cazlisle 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 regulaz editions and issues of the said Cumberland Law Journal on the following dates, viz: APRIL 30, MAY 7, 14, 2004 Affiant further deposes that he is authorized to verify this statement by the Cumberland Law Journal, a legal periodical of general circulation, and that he is not interested in the subject matter of the aforesaid notice or advertisement, and that all allegations in the foregoing statements as to time, place and character of publication are true. Ri~lemaa, Duane E., decd. Late of Cumberland County. Executor: Richard E. Riggleman. 2900 Peach Glenn Idaville Road, Gardners, PA 17324. Attorneys: Michael A. Scherer, Es- quire, O'Brien. Banc & Scherer, 19 West South Street. Carlisle, PA 17013, (717) 249-6873. TO AND SUBSCRIBED before me this 14 day of MAY 2004 LOIS E. SNYDER, Notary Public Carlisle Boro, Cumberland Coimty My Commission Expires March 5, 2005 PROOF OF PUBLICATION State of Pennsylvania, County of Cumberland Tammy Shoemaker, Customer Care Sales 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 13,1881, 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 date(s): r'1nri123, 30 & Mav 07, 2004 C£.`PY OF 1VOT:CE OF nL,'gT..iC 1T?`JhT Affiant further deposes that he/she 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. Sworn to and subscribed before me this 12th da of May, 2004 Notary Public u My commission expires: NOTARIAL SEAL DARCIE A. NEIL, Notary Public Carlisle, Cumberland County My Cnmmiseion ~~rca~ Nev. 24 2005 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OE INDIVIDUAL TAXES DEPT. 280601 HARRISBURG, PA 17128-0601 RECEIVED FROM: PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT NO. CD 014997 RIGGLEMAN RICHARD A 290C PEACH GLEN IDAVILLE ROAD GARDNERS, PA 17324 -------- fold ESTATE INFORMATION: SSN: 784-4s-3474 FILE NUMBER: 2104-0347 DECEDENT NAME: RIGGLEMAN DUANE E DATE OF PAYMENT: 09/23/201 1 POSTMARK DATE: 09/23/201 1 couNTY: CUMBERLAND DATE OF DEATH: 03/26/2004 REMARKS: RECIEPT TO ATT CHECK#1072 SEAL ACN ASSESSMENT AMOUNT CONTROL NUMBER 101 ~ 53,150.00 REV-1162 EX(11-96) TOTAL AMOUNT PAID: INITIALS: HEA RECEIVED BY: 53,150.00 GLENDA EARNER STRASBAUGH REGISTER OF WILLS REGISTER OF WILLS COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNYYLVANIA ORPHANS' COURT DIVISION Docket No: 21-2004-0347 IN RE: FIItST AND PARTIAL ACCOUNT OF RICHARD A. RIGGLEMAN, EXECUTOR FOR THE ESTATE OF DUANE E. RIGGLEMAN, LATE OF MT. HOLLY SPRINGS BOROUGH, CUMBERLAND COUNTY, PENNSYLVANIA, DECEASED. AND PETTTION FOR ADJUDICATION/STATEMENT OF PROPOSED DISTRIBUTION ORDER OF COURT AND NOW, this 11th day of October, 2011, the herein account is confurned absolutely. ,.:> n 'W ~ -~--i M J ~ ..~. ~ ~ 1 ~ ~ ~ ... ,. '1'! ~:,~.-- D ~ ITi ~ ~ C.J ~' ~`~ BY THE CnTTRT_ BUREAU OF INDIVIDUAL TAXES C'~t ~.'. ITANCE TAX INHERITANCE 7AX DIVISION PO BOX 280601 r,-; ~STAT~!F~NT OF ACCOUNT HARRISBURG PA 17128-0601 ` r ur c~K C, MICHAEL A SCHERER ~~i~ '' ;.'~ ~~ `''~; ) PA, OBRIEN BARK & SCHERER 19 W SOUTH ST CARLISLE PA 17013 DATE ESTATE OF DATE OF DEA FILE NUMBER COUNTY ACN Pennsylvania ~ DEPARTMENT OF REVENUE REV-1607 EX AFP (12-10) 10-17-2011 RIGGLEMAN DUANE E TH 03-26-2004 21 04-0347 (:UMBERLAND 101 Amount Remitted MAKE CHECK PAYABLE AND REMIT PAYMENT T0: REGISTER OF WILLS 1 COURTHOUSE SgUARE CARLISLE PA 17013 NOTE: To ensure proper credit to your account, submit the upper portion of this form with your tax payment. CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ........ ... ... .......r. .................. ... ... ....... .... .... . .... .....:~ ..................... REV-160}7 E~C A~~ C12-I0~ *~* INHERf~'AN~E ~~-X STA~EMEIfT OFr ~-LCOUFIT *** ESTATE OF:RIGGLEMAN DUANE E FILE NO.: 21 04-0347 ACN: 101 THIS STATEMENT PROVIDES CURRENT STATUS OF THE STATED ACN IN THE NAMED ESTATE. BELOW IS A SUMMARAYTOF THE PRINCIPAL TAX DUE, APPLICATION OF ALL PAYMENTS, THE CURRENT BALANCE, AND, IF APPLICABLE, A, PROJECTED INTEREST FIGURE. DATE OF LAST ASSESSMENT OR RECORD ADJUSTMENT: 02-28-2005 PRINCIPAL TAX DUE: 2,896.92 PAYMENTS CTAX CREDITS): PAYMENT RECEIPT DISCOUNT (+) DATE NUMBER INTEREST/PEN PAID C-) *** SUMMARY OF ALL 007 PAYMENTS *** 09-23-2011 144.85 AMOUNT PAID 18,802.07 TOTAL TAX PAYMENT I 18,946.92 BALANCE OF TAX DUE 16,050.0008 INTEREST AND PEN. .00 TOTAL DUE 16,050 OOCR * IF PAID AFTER THIS DATE, SEE REVERSE SIDE FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. 1505610105 REV-1500 EX (oz-u) (fI) , ta- OFFICIAL USE ONLY PA Department of Revenue Pennsylvania Coun Code Year File Number Bureau of Individual Taxes 'E~.....E„. ~`°`"°` ~' Po Box zso6o> ~ INHERITANCE TAX RETURN n 1 ~,1 ~ ^~~ Harrisburg, PA i~i28-0601 RESIDENT DECEDENT pr y ~-C.J ENTER DECEDENT INFORMATION BELOW Social Security Number Date of Death MMDDYYYY Date of Birth MMDDYYW 184-48-3474 03/26/2004 10/22/1959 Decedent's Last Name Suffix Decedent's First Name MI Riggleman Duane E (If Applicable) Enter Surviving Spouse's Information Below Spouse's Last Name Suffix Spouse's First Name MI Spouse's Social Security Number THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS FILL IN APPROPRIATE OVALS BELOW O 1. Original Return OD 2. Supplemental Return O 3. Remainder Return (Date of Death Prior to 12-13-82) O 4. Limited Estate O 4a. Future Interest Compromise (date of O 5. Federal Estate Tax Return Required death after 12-12-82) O 6. Decedent Died Testate O 7. Decedent Maintained a Living Trust 8. Total Number of Safe Deposit Boxes (Attach Copy of WiII) (Attach Copy of Trust.) O 9. Litigation Proceeds Received O 10. Spousal Poverty Credit (Date of Death O 11. Election to Tax under Sec. 9113(A) Between 12-31-91 and 1-1-95) (Attach Schedule O) CORRESPONDENT - THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO: Name Daytime Telephone Number Michael A. Scherer, Esq (717) 249-6873 First Line of Address Baric Scherer LLC Second Line of Address 19 West South Street City or Post Office Carlisle State ZIP Code PA 17013 _, , ?- -: ,= ~.• ~ ''~7 =-; , Correspondent's a-mail address: mscherer@baricscherer.com REGISTER OF WILLS USE ONLY __ ~~ ..._ ~:a - - .., 1. ',- ~~ r~-~ = -- DAT i l.. J ~1 ^ :~ :. , v , unaer penaines of perjury, I declare that I have examined [his return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct and complete. Declaration of preparer other than the personal representative is based on all information of which preparer has any knowledge. SI URE F PE~ ONSIBL~ILING RETURN DATE to s i- ADDRESS 290C Peach G_ Len Idaville Road, Gardners, PA 17324 SIGNATU~ I~.RFft OTHER THAN REPRESENTATIVE DATE i AUU12E5 Y 'L - ~ V -- 19 We t South Street, Carlisle, PA 17013 PLEASE USE ORIGINAL FORM ONLY Side 1 1505610105 1505610105 REV-1500 EX (FI) Decedent's Name: 1505610205 Decedent's Social Security Number 184-48-3474 RECAPITULATION 1. Real Estate (Schedule A) .......................................... ... 1. 2. Stocks and Bonds (Schedule B) .................................... ... 2. 3. Closely Held Corporation, Partnership or Sole-Proprietorship (Schedule C) .. ... 3. 4. Mortgages and Notes Receivable (Schedule D) ........................ ... 4. 5. Cash, Bank Deposits and Miscellaneous Personal Property (Schedule E).... ... 5. 364,650.80 6. Jointly Owned Property (Schedule F) O Separate Billing Requested .... ... 6. 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (Schedule G) O Separate Billing Requested..... ... 7. 8. Total Gross Assets (total Lines 1 through 7) ........................... .. 8. 364,650.80 9. Funeral Expenses and Administrative Costs (Schedule H) ................. .. 9. 19,484.00 10. Debts of Decedent, Mortgage Liabilities and Liens (Schedule I) ............. .. 10. 11. Total Deductions (total Lines 9 and 10) ............................... .. 11. 19,484.00 12. Net Value of Estate (Line 8 minus Line 11) ............................ .. 12. 345,166.80 13. Charitable and Governmental Bequests/Sec 9113 Trusts for which an election to tax has not been made (Schedule J) ...................... .. 13. 14. Net Value Subject to Tax (Line 12 minus Line 13) ...................... .. 14. 345,166.80 TAX CALCULATION -SEE INSTRUCTIONS FOR APPLICABLE RATES 15. Amount of Line 14 taxable at the spousal tax rate, or transfers under Sec. 9116 (a)(1.2) X .0_ 15. 16. Amount of Line 14 taxable at lineal rate X .0_ 345,166.80 16. 15,532.51 17. Amount of Line 14 taxable at sibling rate X .12 17. 18. Amount of Line 14 taxable at collateral rate X .15 18. 19. TAX DUE ....................................................... ..19. 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT ~ Side 2 1505610205 1505610205 J REV-1500 EX (FI) Page 3 Decedent's Complete Address: File Number Tax Payments and Credits: 1. Tax Due (Page 2, Line 19) 2. Credits/Payments A. Prior Payments _ 16,500.00 l3. Discount 0.00 3. Interest (1) 15,532.51 Total Credits (A+ g) (2) 16,050.00 4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT. (3) Fill in oval on Page 2, Line 20 to request a refund. (4) 517.49 5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5) 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: 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 .............................................................................................................................. ^ ~ d. receive the promise for life of either payments, benefits or care? ...................................................................... ^ 2. If death occurred after Dec. 12, 1982, did decedent transfer property within one year of death without receiving adequate consideration? .............................................................................................................. ^ 3. Did decedent own an "intrust for" orpayable-upon-death bank account or security ai his or her death? .............. ^ 4. Did decedent own an individual retirement account, annuity or other non-probate property, which contains a beneficiary designation? ........................................................................................................................ n ~ IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN For dates of death on or after July 1, 1994, and before Jan. 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 3 percent [72 P.S. §9116 (a) (1.1) (i)]. For dates of death on or after Jan. 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 0 percent [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 21 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 percent [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 percent, except as noted in [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 percent [72 P.S. §9116(a)(1.3)]. Asibling 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-1508 EX+ (ii-io) ~ i~~ Pennsylvania L'~' DEPARTMENT OF REVENUE INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE E CASH, BANK DEPOSITS & MISC. PERSONAL PROPERTY ESTATE OF: FILE NUMBER: Duane E. Riggleman 21-04-0347 Include the proceeds of litigation and the date the proceeds were received by the estate. All property jointly owned with right of survivorship must be disclosed on Schedule F. It more space is needed, use additional sheets of paper of the same size. ' REV-IS] 1 EX+ (10-09) Pennsylvania DEPARTMENT OF REVENUE INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE H FUNERAL EXPENSES AND ADMINISTRATIVE COSTS ESTATE OF FILE NUMBER Duane E. Riggleman 21-04-0347 Decedent's debts must be reported on Schedule I. ITEM NUMBER DESCRIPTION AMOUNT A• FUNERAL EXPENSES: 1. B. ADMINISTRATIVE COSTS: I. Personal Representative Commissions: 13,750.00 Name(s) of Personal Representative(s) RlChard A. Riq~leman Street Address 290C Peach Glenn Idaville Road _ city Gardners state PA zIP 17324 Year(s) Commission Paid; Z Attorney Fees; 5,405.00 3. family Exemption: (If decedent's address is not the same as claimant's, attach explanation.) Claimant Street Address City __ _ State ZIP Relationship of Claimant to Decedent .. __ __ 4, Probate Fees; 329.00 S• Accountant Fees: 6. Tax Return Preparer Fees: 7. TOTAL (Also enter on Line 9, Recapitulation) I $ 19,484.00 If more space is needed, use additional sheets of paper of the same size. REV-1513 EX+ (01-10) i Pennsylvania DEPARTMENT OF REVENUE INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE ~ BENEFICIARIES ESTATE OF: FILE NUMBER: Duane E. Riggleman 21-04-0347 RELATIONSHIP TO DECEDENT AMOUNT OR SHARE NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY Do Not List Trustee(s) OF ESTATE I TAXABLE DISTRIBUTIONS [Include outright spousal distributions and transfers under Sec. 9116 (a) (1.2).] 1~ SEE ATTACHED ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18 OF REV-1500 COVER SHEET, AS APPROPRIATE. II NON-TAXABLE DISTRIBUTIONS A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT TAKEN: 1 B, CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS: 1. TOTAL OF PART II -ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET. I $ If more space is needed, use additional sheets of paper of the same size. ~ ~ ~ ~ . 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O ~, cn N ~ ~ Q- ~ Q- 7 Q_ ~ y S O ~ S X ~ ~ ~ X ~ ? ~ ~, -_, Q N ~.Q~ (D CAD N . 7 (O fD O~ Cn ~ w N .r '~"'~ N `~ ~ ~ ~ O ~ p fI "n ~ t ~ ~'1 O ~ ' C ~, ~ ~ ~ Q. ~ ~ ~ ~ ~ y ~.~ `J " ~ ~ ~ ~ ~ ~ ~. d O y ~'~ z o ° o ° o ~ ~ o ~ ~ ~ N N N ~ N N ~ N y 0 0 ~ 0 ~ 0 o 0 ~ o o C ~] ~ ~ O ~ ~ om y t '' w 01 ~p ~ 01 N bR ~ ~ w ~ ~ ~ ~ O~ 0~0 O~ cn ~ ~ N ~O tli ~'' 000 -~ d y 0 0~ ~ CrJ t~ y ~z y y =J C ° h ~ ~ t~.~ v; o c i, 0 v ~, O ~ '-" z yx o ° o 0 0 o ~~ ~y ~~ dz o O o o ~ ~ ~ z o d N N O N ~ N O N O ~ y O O ~ O ~ O ~ O ~ ~ y Y d m y H r~ ~~ z~ d C/~ ~ O x ~ ~ ~ m V~ nr r~ ~ y b~ az N 0 .A 0 w J a OO lei r m 3 T PERRY V4ERZ ARTHUR M. LUXENBERG ROBERT J. GORDON Tt DANIEL P. BEDUIN EDWARD S. 80SEK AMBRE J. BRANDIS EDWARD BRANIFF 1T JOHN M. BROADDUS E DANIEL C. BURKE PATTI BURSHTYN 11 LISA NATHANSON BUSCH DAVID A. CHANDLER THOMAS COMERFORD ~'} § ADAM R. COOPER TERESA A. CURTIN Qn BENJAMIN DARCHE April 28, 2011 ,, ~ fi . .W E,I fi' Z ,;< ~&, ~. .$ _~ L U X; f E :5 B , ' E °R;; ~ G - ~ ; • , ; < ~_ ~ A P R 0 FE $ S f 0 Na"MA L C O R P O R A T I O N aK t L „P ~ ''O F F I C E .. S °r '.~ ~ ~ ~ ~,>a ~.s i y. 700,Brgadway v • NEW Y(~R'K, NY 1Ob03". TEL. 212-558.$500 ' ;," -:- EAX 212-344,546E - _~ :;~. CHARLES M. FERGUSON. CURT D. MARSHALL; JESSICA~B: RUSSELL LORI A. GARBER ¶ HA,pLEYL..MAT,ARAZZQ 1.1 -, SHELDON SILVER' ALANI GOLANSKI 1 RICHARD S. Mc GOWAN' # 2 FRANKLIN P. SOLOMON q LAWRENCE GOLDHIRSCH • • KEITH M. O'CbNNOR LEMUEL M. SROLOVIC ROBIN L GREENWALD • §§ FRANK M. ORTIZ TT PETER TAMBINI 11 EDWARD J. HAHN • MICHAEL E. PEDERSON JAMES S. THOMPSON TY MARIE L. IANNIELLO 1 ° PAUL J. PENNOCK; DOUGLAS D. wn OISTE; ERIK JACOBS STUART S. PERRY • WILLIAM A. WALSH lY GARY R. KLEIN 1T ELLEN RELKIN •• f£ JOSEPH PATRICK WILLIAMS DANNY R. KRAFT, JR. STEPHEN J. RIEGEL 1T NICHOLAS WISE JERRY KRISTAL ••Y MICHAEL P. ROBERTS ALLAN ZELIKOVIC DEBBI LANDAU CHRIS ROMANELLI }~} GLENN ZUCKERMAN JAMES C. LONG, JR. •• 1 DAVID ROSENBAND Michael Scherer 19 West South Street Carlisle, PA 17013 Dear Mr. Scherer: • Of Counsel ; Also admalatl in CT • Also admitted in FL # Also edmnted in MA 11 Also admitted in NJ § Also admitted In DC T Also atlmilled In NJ and CT •• Also admitted in NJ end PA • Also admitted in NJ erM DC $ Admitted onty in NJ end PA pq Also etlmitted in NJ 6 ME •• Also admitted in CO f Also admitted in DC, MD, PA end VA e Also atlmilted in DC end VA §§ Atlmilted only in IL EE CeNfied Atty. NJ Supreme Coud Re: Asbestos lawsuit for Duane E. Riggleman # 200071 Pursuant to your request, enclosed please find a copy of a Client Settlement Report with detailed listing of settlement amounts that have been paid out. Also Attached is a note regarding our address change. Should you require further information regarding the above referenced matter, please feel free to contact me at 212-558-5643. Very truly yours, Weitz & Luxenberg -, __ - ~ n ~ 210 LAKE DRNE EAST, SUITE lOl • CHERRY HILL, NJ 08002 • TEL 856-755.1 I IS • FAX 856-755-1995 2l5 MONARCH STREET, SUITE 202 • ASPEN, CO 81611 • TEL 970-925-6101 • FAX 970-925-6035 ~, .~ 'm n o " N V N O 0 W V D 0 0 m m . , a ; a~ ~ ~ m 4 f`"D a S ;~- o> V ~. N C11 H 01 O 01 O, Q M 1 y a ,~~, 0 0 0 ;i _~ -~ ~ . i i 1 °< 0 ~~ C y c °o a 3 ~ x ~ z - o- ~ c < ~ ~ ~ m r ~ Z Z -m m G7 ~ n ~' Z O fO m d ~ ~, A Z ~ ~ ~ z o ~ Q b d 3 m N U W iC A ~ N Cn V (O ~ ~ ~ m rn ° W A O O O 0 0 p O ~ V w O A O~ W C/1 .A ~.. Ch (O W NO m ~ rn IQ W` Ip j d ~ v c n~ 3 ID N 'n O O ~p O Z V C m r o ~_ w ~ w ~ w w ~' ~ r C tp 1 m O ~ m ~ i f y 'O I ~ ~. 3 ~' m ~ z ~ D ~ ~ • W E I T Z L U X E N B E R G A P R O F E S S I O N A L C O R P O R A T I O N • L A W O F F I C E S 700 BROADWAY • NEW YORK, NY 10003-9536 TEL. 212-558-5500 FAX 212-344-5461 W W W.WE[TZLUX.COM PERRY WEITZ Of Counsel ARTHUR M. LUXENBERG $ ROBERT J. GORDON tt Also atlmittetl in FL ## Also atlmiMed in MA EDWARD S. BOSEK STUART R. FRIEDMAN HANNAH LIM tt HANNAH LIM tt it Also atlmittetl in NJ EDWARD BRANIFF tt STEVEN J. GERMAN tt§ JAMES C. LONG, JR. •• JILLIAN ROSEN § Also atlmided in DC JOHN M. BROADDUS E LAWRENCE GOLOHIRSCH ° • VICTORIA MANIATIS tt DAVID ROSENBAND t Also admitted in NJ and CT DANIEL C. BURKE ROBIN L. GREENWALD • CURT D. MARSHALL JIM ROSS f •• Also admmad in NJ and PA PATTI BURSHTVN tt EDWARD J. HAHN • RICHARD S. Mc GOWAN • ## # SHELDON SILVER' Also atlmittetl in NJ and DC LISA NATHANSON BUSCH CATHERINE HEACOX it C. SANDERS McNEW'a FRANKLIN P. SOLOMON ~ Admitted only In NJ and PA BRIAN BUTCHER f RENEE L. HENDERSON •• NALLIAM J. NUGENT SHERI L. TARR • Y Also atlmittetl in VA and NJ DAVID A. CHANDLER MARIE L. IANNIELLO t ANGELA PACHECO f JAMES S. THOMPSON N °° Also atlmittetl in DC antl TX VINCENT CHENG ERIK JACOBS MICHAEL E. PEDERSON JOSHUA VITOW f Also atlmided in DC, MD, PA and VA EILEEN CLARKE GARY R. KLEIN it PAUL J. PENNOCK # DOUGLAS D. von OISTE # a Also admidetl in DC antl VA THOMAS COMERFORD tt JERRY KRISTAL ••# STUART S. PERRY' JOSEPH PATRICK WILLIAMS g Admittatl only in CO ADAM R. COOPER DEBBI LANDAU ELLEN RELKIN'= NICHOLAS WISE f AdmMletl only in TX BENJAMIN DARCHE ROBERTO LARACUENTE • STEPHEN J. RIEGEL ALLAN ZELIKOVIC CHARLES M. FERGUSON DIANNE LE VERRIER MICHAEL P. ROBERTS GLENN ZUCKERMAN Michael A Scherer 19 West South Street CARLISLE, PA 17013 Dear Sir: RE: Duane E Riggleman #200071 09/ 1 ~/2011 Enclosed please find a settlement check in the sum of $69,981.85 which represents the above- referenced client's net share from defendant, PFIZER, INC.. Please refer to the enclosed balance sheet for details concerning this settlement payment. Please note that this Estate has either full Letters of Administration or full Letters Testamentary. In as much as your firm is the attorney for the estate of this client, it is your responsibility to ensure that these funds are properly distributed. If all necessary filings have been completed for this estate and you wish to have future checks made payable to the estate representative, please notify us in writing of such request. Should you have any questions concerning the above, please feel free to contact the undersigned at your convenience. Very Truly Yours, WEITZ &LUXENBERG, P.C. ,:I - ~ ~- I T~' o~ =~ 210 LAKE DRIVE EAST, SUITE 101 • CHERRY HILL, NJ 08002 • TEL 856-755-1115 • FAX 856-755-1995 N U ~ ~ '~~ ~ m ~ o w ~ __- c ~ - ~.. n G N SOU rt7y, ' Q° a 'O 'Y ; r _ ~ ~ °" ~ ,c ~` ~ x ~ o 6 QI N N ~ ~ ~ • , ~ N ~ .=: ~ p ': N ~ 7 A a ~ a ~ ~!~' -o ~ ~„~ a 4 G ~ $ C ~ ~ ,, N „ ,~ ~ 3 ~ ~ ~ SD 1 9 ~ ~ ~ 91 ~ O ' ~1 (0 D X (Xq ~ r d i fA ~ 7 ~ ~ tD 3 s N F ~ W ~ ,~ ~, ' ~ '0 ; . ~ ' O: ~ ;O ; n O; ~: ' O ~ O O ; •~ ; O ; ~ ~ C: ~; .~ O ; 3 ~ A m ~ m ~ °~ v ' T t ~ O c :N y m '. ~ csA m rn ~ ~ ~ w ~ ; ~ 3 ~ M N (D N O_ ~ ~ ~ Q ~ , ? C a '' z ~, ~ a ^ ' ~ ' O d N n , '' z ~: J ~ ~ ~; O ~ v ~ ~ y ~' o O ~ ' ~ ~_ ~' . iti ~ rf+ ~ ~ c O p ~ ^~ ~ ~;p a. ~ J 7 'p ~ ~ W t ~ -~1 7 O ~_ a 3 a o ~ ~ 3 °o cis N O O W 'O 3 O O w O r ru ~n O :. O ti .r O O O O .~ :. .o w O m w °o A o= ~ -o m t~ ~ a ~ ~ ~ m O m ~~Z T D ~ ~ ^ ~D ~ ~ Z mom. ? x Om - ~N ~ Z m mN y cn ~ D ~ ~ o~Q° w ~ ~ N 0 ~ O~~ ~ { °~ Z N ~ a. o C Dprn m _Z c o ~ c O '~ ~ w ~_ ~ ~ c ~ ' On ~ 0 a D _' ~ N ~ ~ rn m ~~ ~ ~ v ~ ~ O o ~ ~ ~ n~i a cn m cn ~ . ~ o ~ c~ O M 3 O ~ £H ~~ ~, ~ N ~~ ~- z ~q . o o ~ W T Z ti N 2 m 0 I B o a D N n ~ ~ ~ ~ ~ ~ ~ ~ ~' a o N Z n C ~ O ~ ~~ ~, ~. N~ m m C7~ co y z' Cm ? ~ D n p Cn ~ fD m ~ A n ~ x' ~ ~ n ~ .~ rn Z -~ ro D~ n y ? ~N o p ~ ~ ~r ~ ~ _ n X w" ~ m o ~ m c nZ v, a O rn ~' ~ -~ o Z_ c ~ ~ ~ m ~ ~ `< = p n o ~ ~~ D ~ a ? m m n m rn m co' ~ q m ~ ~ ~ o' ~ ~ ~ p ~ o tD , . . m °D ~ o ~ o `O ~ o O ~ v ~ y C1 T Z 0 m W W ~ ( O N ~ ~ 0o N y N N ~ ~ O OF DUANE E. RIGGLEMAN I, Duane E. Riggteman, of Cumberland County, Pennsylvania, being of sound mind, memory and understanding, do hereby make, publish and declare this as and for my Last Will and j Testament, hereby revoking all other wills and codicils heretofore made by me. Item One: i direct the payment of myjust debts and the expenses of my last illness and funeral from my estate as soon after my death as conveniently may be done. I have left a emorandum with this Will directing the manner in which I would like my memorial services and the disposition of my body to be handled. (,~ j', Item Two: 1 direct that any and all inheritance, estate and transfer taxes imposed as a result of my death for property passing under my will or otherwise shall be paid out of the principal of my residuary estate. Item Three: I give and bequeath such of my personal property as may be listed on a signed and dated memorandum kept with my Will to the persons named thereon, provided they l survive my death. Should such a memorandum not be found with my Will, it shall be conclusively ~i presumed that none was prepared, and all of my personal property shall pass according to the remaining provisions of this Will. ~; ~! Item Four: I give, devise and bequeath the rest, residue and remainder of my estate as i follows: A. The first One Million Five Hundred Thousand ($1,500,000.00) Dollars to my children, Nicholas D. Riggleman and Jennifer M. Riggleman, in equal ~ shares, per stripes. ~~ B. The net sum of m estate which exceeds One Million Five Hundred Thousand Y i ~` ($1,500,000.00) Dollars shalt be divided as follows: ~~ 1. One-half to my children, Nicholas D. Riggleman and Jennifer M. ij '~ Riggleman, in equal shares, per stripes; and, 2. One-half to the following in such shares as are indicated: a. Five percent of such sum to the American Cancer Society; and, b. The remainder of such sum in equal shares to my mother, Dorothy Barninger, my father, Thomas I. Riggleman, and my brothers, ~~ C,~ j! Thomas I. Riggleman, Jr., Richard A. Riggleman, Kenneth W. Riggleman. In the event my mother, Dorothy, predeceases me, then her share shall go to her husband, Lawrence Barninger, if alive; otherwise, her share shall o to m brothers . In the event m father, g Y Y ~~ Thomas predeceases me, then one-half of his share shall go to his ~~ wife, Rita Riggleman, if alive; and the remaining one-half share, or i ,~ the entire share if Rita Riggleman is deceased, shall be divided i! ~ equally between my brothers. In the event any of my brothers predecease me, their share(s) shall be distributed per stripes. Item Five: In the event either of my children are under the age of thirty-five (35) at the time they would receive a portion of my estate, then that portion of my estate passing to the heir who is under age thirty-five shall be placed with my brother, Richard A. Riggleman, as Trustee, who shall exercise his duties according to the following conditions: A. My Trustee shall pay income and principal monthly to or for the benefit of the '~ heir in the amount of at least $50,000.00 per year during his or her life, for the health, I~ maintenance, support and complete education of such heir and the members of his or her immediate family. in addition, my Trustee in his sole dis;;retion may advance principal to said heir against the fractional shares to be advanced hereunder for the costs of marriage, or the ' purchasing of a home or costs of entering a business or profession, or for any other bonafide necessity, if my said Trustee shall deem such expense reasonably prudent. B. Notwithstanding the foregoing provisions, after the first of my said children i attains thirty-five (35) years of age, the principal of the trust shall be divided into two equal shares, ' and Nicholas may withdraw the full amount of his fractional share of the trust. Thereafter, the Trust shall continue for the benefit of Jennifer, until she shall reach thirty-five (35) years of age, 'i at which time the remainder of any principal and any accumulated or undistributed income shall '~ be distributed to her, and the trust shall terminate. C. In the event of the death of a trust beneficiary prior to age thirty-five (35}, then my Trustee shall distribute any remaining principal and interest as such beneficiary shall appoint by specific reference to this power in his or her will, or if such power is not exercised in full, the unappointed principal shall be distributed to his or her issue, per stirpes, or in default of such '; issue, to my brothers, per stirpes. D. Should the principal of the Real Estate Trust be or become too small in my Trustee's discretion to make establishments or continuance of the trust advisable, my Trustee may distribute the remaining principal and any accumulated or undistributed income outright to the beneficiaries in the proportions to which they are then entitled. The receipts and releases of the distributees will terminate absolutely the rights of all persons who might otherwise have future ,j interest in the trust, whether vested or contingent, without notice to them and without the necessity " of filing an account with the court. E. In the event my brother, Richard, is unable to serve as Trustee, my sister-in-law, Lisa A. Riggleman, shall be my alternate trustee. i Item Six: I direct that no trustee, executor, guardian or other fiduciary named, ;~ nominated, or appointed by this my Last Will and Testament shall be required to post any bond r give any security of any type for any purpose whatsoever, any law or rule of the court of the ~'~ Commonwealth of Pennsylvania or any other jurisdiction to the contrary notwithstanding. I direct ~j' that the law of the Commonwealth of Pennsylvania shall apply to any interpretation or application of the validity of this instrument. Item Seven: My executor and trustee and their successors shall have the following powers C~ in addition to those given by lawto be exercised by them in their absolute discretion, which powers shall be applicable to all property held by them, effective without the order of any court and until the actual distribution of all such property: A. To retain investments at discretion, and to invest and reinvest at discretion without restriction to so-called "legal investments," with specific right to invest in common and preferred ~i stocks; ~~ ~~ '''i 4i Il _ - _ - B. To sel4 any real or personal property at private or public sale, for such prices, at such time, in such manner and upon such terms as they may think proper, and to execute and deliver ', good and sufficient conveyances, assignments and transfers thereof without liability of any purchaser to see the application of the purchase money; C. To borrow money and to secure its repayment by mortgage on real or personal ',' property, pledge investments or otherwise, without liability on the part of the lenders to see the j application thereof; ' D. To compromise claims by or against my estate or any trust created hereunder; E. To make distributions in cash or in kind, or partly in each; F. To manage, operate, repair, alter or improve real estate or other property; and to lease real estate and other property upon such terms and for such period as my executor and ' rustee deems advisable; '~ t di n and investment advisors as is necessar to G. To retain such accountants, cus o a s y ~` 'V,, properly administer the estate or manage the trust, and to compensate such persons accordingly; and, H. To do all other acts and things necessary or appropriate in the management, administration and distribution of my estate and trusts. Item Eight: Any and all payment or payments of any sum or sums, whether in cash or in kind and whether for principal or income, payable to an heir, or any of them, shall be made upon the so-e receipt of the respective individual to whom the payment is made, and free from anticipation, alienation, assignment, attachment, and pledge, and free from control by the creditors i " of any such beneficiary. I Item Nine: I appoint my brother, Richard A. Riggleman, Executor of this my Last Will and Testament. Should my said Executor fail to survive me or for any reason fail to qualify as ' Executor, then I appoint my sister-in-faw, Lisa A. Riggleman, Executrix of this my Last Will and Testament. 'j 1N WITNESS WHEREOF, I have hereunto set my hand and seal to this, my Last Will and Testament, consisting of six (6) typewritten pages, the first five (5) of which bear my signature ~, in the margin for the purpose of identification, this 14th day of November, 2002. ~. (SEAL) Duane iggleman ~, ~i '~ Signed, sealed, published and declared by the above named testator, Duane E. '~I Riggleman, as and for his Last Will and Testament, in the presence of us, who, at his request, in '; his sight and presence, and in the sight and presence of each other, have hereunto subscribed 'I~ our names as witnesses. ADDRESS y`~ r' ~Q/?,~1~ .,U'.Z~Q.uQ- . ~~ r1!.w.a-r-~ ~ (./~ l 7113 ADDRESS ~~ ~ ~o-'~ s~• C4rh'sL. P~ ~7yc3 r !I it i COMMONWEALTH OF PENNSYLVANIA COUNTY OF CUMBERLAND SS. We, Duane E. Riggleman, and _ /~?~~hc~-t ~ /.~. ~cfiu'u- ,the testator and the witnesses, respectiv ly, whose names are signed to the attached or foregoing ,~ instrument, being first duly sworn, do hereby declare to the undersigned authority that the testator signed and executed the instrument of his Last Will and Testament, and that he signed willingly and that he executed as his free and voluntary act for the purposes therein expressed, and that each of the witnesses, in the presence and hearing of the testator, signed the Will as witnesses, and that to the best of their knowledge, the testator was at the time eighteen (18) years of age or '' older, of sound mind and under no constraint or undue influence. Sworn to and subscribed before me this 14th day of November, 2002. ~~ ~ta~u~ ~1 ~( C% ~,~..1 Notarial Seal Amnda 1. Fisher, Notary Pubic Cariisie t3oro. Cumberiand Counlj tviy Corrmisegn E~Ires Apr. 17, 2006 A4erriber, Perr~syMaaia Assaaaeon O< IVoha~ies To My Executor: In accordance with Item Three of my Last Will and Testament dated November 14, 2002, I give and bequeath the following items to the following people and I direct my executor to deliver the same to them: To my brother, Richard Riggleman, my motorcycle, all of my tools. My brother shall pay my estate 5600 for the value of my tools. To my son, Nicholas Riggleman, the following items: my Ford truck, 4 whceler and trailer, and my snowmobile. To my daughter, Jennifer Riggleman, the following items: my Ford Mustang and my large screen TV Let it be known that it is my wish to be cremated. It will be my son and daughter's decision as to what to do with my ashes. . ~ . Duane E. Riggleman Date: March 24, 2004 Cumberland County - Register Of Wills One Courthouse Square Carlisle, PA 17013 Phone:(717) 240-6345 Date: 3/01/2012 SCHERER MICHAEL ANDREW ESQUIRE OBRIEN BARIC & SCHERER 19 W SOUTH STREET CARLISLE, PA 17013-3444 RE: Estate of RIGGLEMAN DUANE E File Number: 2004-00347 Dear Sir/Madam: ~ ~=~' ~ --r~ ~ *~' ~, T ~ ~ ~~ "'w _~, ~ `~~ y ~;:. ! -- `~l ,;, -. ~ c~ 7 ~ -n - ~ ~i ._: ~ __;' ~ ~- _1~ -, a ~ . rn ~n ~- This notice is to serve as a reminder that the Status Report by Personal Representative under Rule 6.12 is due on the below listed date. Rs per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES, N0. 103 SUPREME COURT RULES DOCKET N0. 1, for decedents dying on or after July 1, 1992, the personal representative or his counsel, within two (2) years of the decedent's death, shall file with the Register of Wills a Status Report of completed or uncompleted administration. This filing is due by: 3/26/2012 Please feel free to contact this office with any questions you may have. If you have already filed your Status Report, please disregard this notice. Sincerely, Glenda Farner Strasbaugh Clerk of the Orphans' Court cc: File Personal Representative(s) Cumberland County - Register Of Wills One Courthouse Square Carlisle, PA 17013 Phone:(717) 240-6345 Date: 3/01/2012 RIGGLEMAN RICHARD A 290C PEACH GLEN IDAVILLE ROAD GARDNERS, PA 17324 RE: Estate of RIGGLEMAN DUANE E File Number: 2004-00347 Dear Sir/Madam: n l.,a ~~? ~ ?' ~ :.',, a~ ~~ : Y, s;n '; i n ~ ~ ~, f -;C ~ r - r~ {~; = r_.; r--- l :~~: - -r-~ y t.~a~'` 'l - This notice is to serve as a reminder that the Status Report by Personal Representative under Rule 6.12 is due on the below listed date. As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES, N0. 103 SUPREME COURT RULES DOCKET N0. 1, for decedents dying on or after July 1, 1992, the personal representative or his counsel, within two (2) years of the decedent's death, shall file with the Register of Wills a Status Report of completed or uncompleted administration. This filing is due by: 3/26/2012 Please feel free to contact this office with any questions you may have. If you have already filed your Status Report, please disregard this notice. Sincerely, ;~ j' ~;~, Glenda Farner Strasbaugh Clerk of the Orphans' Court cc: File Counsel Pa. O.C. R/~ule 16.12 STATUS REPORT REGISTER OF WILLS OF G~M.hU l~„~1 COUNTY, PENNSYLVANIA Name of Decedent: ~uc~~ ~ t ~ ~~~ el t G.~~ .-, Date ofDeath: /~~rGL, ~ , Z ° °~1 File Number: 2 Oa y ~~- %i-{ "~ Pursuant to Pa. O.C. Rule 6.12, I report the following with respect to completion of the administration of the above-captioned estate: 1. State whether administration of the estate is complete :..................... ^ Yes ©No 2. If the answer is No, state when the personal representative reasonably believes that the administration will be complete: ~7 / Cas 7 ~Z ~ 3 ~ ~ ~ Z . ~.7>~~~~ ~'~rf~')l~~f o~~~ ~~ ~~77 f 2 1~~~.,+ ~~~~.sfGf. 3. If the answer to No. 1 is YES, state the following: a. Did the personal representative file a final account with the Court? ....... Yes ^ No b. The separate Orphans' Court No. (if any) for the personal representative's account is: c. Did the personal representative state an account informally to the parties in interest? ............................... ^Yes ^ No d. Copies of receipts, releases, joinders and approvals of formal or informal accounts tnay be filed with the Clerk of the Orphans' Court and may be attached to this report. Dnte ~ ~ ~ ~ Z C2~ V Srgnnture o Pe on Filin this Form ,.-.,. ~ ~ ~ ~ ,~ - ~_ ~ g Capacity: ^Personal Representative ©Counsel -- ~~ ~r Name of Person Filing this Form ~c ~- - ~' G~ sus t~ -~ _ t3 ~ ~ ~ v -~ Address Lam l~ `s /~ i~~ / ~~ i 3 ~ , GEC _ G.> - (~,~) Z~~ -657..3 Telephone Form RW-10 ren. 10.13.06 ~ _. '~ ~~~~~ BUREAU OF INDIVIDUAL TAXES (~;j~.~,~-`__r~_, y,$I~ }~j~1~Q ANCE TAX INHERITANCE TAX DIVISION i'SL}~;~,;;5?~`/i~T~~l~.{~T OF ACCOUNT PO BOX 280601 HARRISBURG PA 17128-0601 ?~i42 SAP -7 PM 12~ 33 ORPHAN'S ~OUh ~_ MICHAEL A SCHERER ~~~~ C'~" PA BARK SCHERER LLC 19 W SOUTH ST CARLISLE PA 17013-3445 Pennsylvania ~ DEPARTMENT OF REVENUE REV-1607 EX AFP (12-11) DATE 09-04-2012 ESTATE OF RIGGLEMAN DUANE E DATE OF DEATH 03-26-2004 FILE NUMBER 21 04-0347 COUNTY CUMBERLAND ACN 501 Amount Remitted MAKE CHECK PAYABLE AND REMIT PAYMENT T0: REGISTER OF WILLS 1 COURTHOUSE SQUARE CARLISLE PA 17013 NOTE: To ensure proper credit to your account, submit the upper portion of this form with your tax payment. CUT ALONG THIS LINE _ ~_ _ _ RETAIN LOWER P_ORTI_ON FOR YOUR RECORDS _ ~ _ _ _ _ _ _ _ REV-1607 EX AFP C12-11) *~~ INHERITANCE TAX STATEMENT OF ACCOUNT *** ESTATE OF:RIGGLEMAN DUANE E FILE NO.: 21 04-0347 ACN: 501 DATE: 09-04-2012 THIS STATEMENT PROVIDES CURRENT STATUS OF THE STATED ACN IN THE NAMED ESTATE. BELOW IS A SUMMARY OF THE PRINCIPAL TAX DUE, APPLICATION OF ALL PAYMENTS, THE CURRENT BALANCE, AND, IF APPLICABLE, A PROJECTED INTEREST FIGURE. DATE OF LAST ASSESSMENT OR RECORD ADJUSTMENT: 07-09-2012 PRINCIPAL TAX DUE: 15,532.51 PAYMENTS CTAX CREDITS): PAYMENT RECEIPT DISCOUNT C+) AMOUNT PAID DATE NUMBER INTEREST/PEN PAID C-) *** SUMMARY OF ALL 006 PAYMENTS *** 08-15-2012 .00 15,532.51 TOTAL TAX PAYMENT ( 15,532.51 BALANCE OF TAX DUET .00 INTEREST AND PEN. ~ .00 TOTAL DUE .00 * IF PAID AFTER THIS DATE, SEE REVERSE SIDE FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. ~'p~fB NyO^T~I~{C(~E[ OF INHERITANCE TAX BUREAU OF INDIVIDUAL TAXES ~-VIIL7~'[W'TAf[QF-OWANCE OR DISALLOWANCE Pennsylvania ~ INHERITANCE TAX DIVISION ~~~-qt r~, ~` PD BOX 2806x1 p~'D~„AM~TAL~ AND AS$ESSMENT OF TAX DEPARTMENT OF RE VENUE HARRISBURG PA 1]128-0601 Il )i~7 ~ [. ~. ~„I o.Y ~~J REV-1547 EX AFP (12-ill MICHAEL A SCHERE BARK SCHERER LL 19 W SOUTH ST CARLISLE 2fl12 AUG 24 AM I1~ 32 DarE o7-is-zolz ES7ATE OF RIGGLEMAN DUA NE E DATE OF DEATH 03-26-2004 OHPF~d'b wUhT FILE NUMBER 21 04-0347 E~UMBEF~AND CO., PA COUNTY CUMBERLAND ACN 501 P APPEAL DATE: 09-14-2012 (See reverse side u d A 17013-3445 n er Objections) Aaount Renitted MAKE CHECK PAYABLE AND REMIT PAYMENT T0: REGISTER OF WILLS 1 COURTHOUSE SQUARE R C CARLISLE CUT ALONG THIS LINE PA 17013 -----" '---- ~"1 RETAIN LOWER PO R_TION_ FOR YOUR RECORDS F REV-1547 EX AFP C12-111 NOTICE OF INHERITANCE TAX APPRAISEMEN T, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF: RIGGLEMAN DUANE EFILE N0.:21 04-0347 TAX RETURN WAS: (X) ACCEPTED AS FILED ( ) CHANG60 501 DATE: 07-16-2012 APPRAISED VALUE OF RETURN BASED ON: LITIGATION RETUgN 1. Real Estate (SChetl ule A) 2. Skocks antl Bonds CSChetlule B) 3. Closely Held Stock/Partnership Interest (SChatlule C) 4. Mortgages/Notes Receivable (Schetlula D) 5. Cash/Bank Deposf is/Misc. Personal Property CSChetlule E) 6. Jointly Owned Property (Schedule F) 7. Transfers (Sehetlule G) 8. Total Assets APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expenses/Atlm. Costs/Misc. Expenses CSChetlule H) 30. Debts/Mortgage Liabilities/Liens CSChetlule ri 11 12 13 14 c1) -0U (2) - .U_0 (3) -0U (4) -OU (5) - 3636 ~50.8U C6) - UO cn -0U NOTE: To ensure proper cretlit to your account. submit the upper portion of this form with your tax payment. (e) - 36-80 (9)- 79 C8 00 Total Datluctions (107- Net Value of Tax Return Charitable/Governmental Bequests; Non-eleetetl 9113 Trusts (Schedule J) Nat Value of Estate Subject tq Tax NOTE: If an assessnent was issued previously, reflect figures that include the total 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 lines 14, 15 and/or 16 of ALL returns assesse (15)-=0 X c16) ;c~ IAA nn X (17)_ n x 18. Amount of Line 14 Yaxabla at Collateral/Class B rate 19. Principal Tax Due TAX CREDITS: DATE ~ DISCOUNT (+) NUMBER INTEREST/PEN PAID (-) *** SUMMARY O 09-23-2011 ALL OS PAYMFNTc 00 * IF PAID AFTER DATE INDICATED, SEE REVERSE FOR CALCULATION OF gDDITIDNAL INTEREST. AMOUNT PAID ul) 19,484.00 (121 345, 166.80 u3) .00 (14) 345 166.80 . 17, 18 and 19 will d to date. 00 _ ~- 045 = 1-32 51 12 _ - UO 15 ~ - 0 c19)= 1-2 51 16,050.00 70 TAL TAX PAYMENT BALANCE OF TAX DUE 16,050.00 INTEREST AND pEN, 517.49CR .00 TOTAL DUE 517.49CR IF TOTAL DUE IS REFLECTED qS q "CREDIT" (CR), y0U MAV BE -\ A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. (18)~-~0~ X Cumberland County - Register One Courthouse Square Carlisle, PA 17013 Phone:(717) 240-6345 Of Wills R~'CO~CEr C;=DICE OF' :'~:~3 ~~fl~ Z F'(1 ~2 z1 -. ;i ~1,- CU~;,`RL~`.,=~ u~., ~,~ Date: 3/01/2013 SCHERER MICHAEL ANDREW BRIEN BARIC & SCHERER 19 W SOUTH STREET CARLISLE, PA 17013-3444 RE: Estate of RIGGLEMAN DUANE E File Number: 2004-00347 Dear Sir/Madam: This notice is to serve as a reminder that the Status Report by Personal Representative under Rule 6.12 is due on the below Listed date. As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES, N0. 103 SUPREME COURT RULES DOCKET NO. 1, for decedents dying on or after July 1, 1992, the personal representative or his counsel, within two (2) years of the decedent's death, shall file with the Register of Wills a Status Report of completed or uncompleted administration. This filing is due by: 3/26/2013 Please feel free to contact this office with any questions you may have. If you have already filed your Status Report, please disregard this notice. Sincerely, Glenda Farner Strasbaugh Clerk of the Orphans' Court cc: File Personal Representative(s) ECaRaE~' ~ ~~ Cumberland County - Register Of Wil i~i~~CE QF One Courthouse Square '~~' ~'r~~ air ': t_LS Carlisle, PA 17013 Phone: (717) 240-6345 .~;!3 !'I~fl ~ ~;~ 12 21 Ci FF~rK ~~;° f7,~P~~s'avS` C~.3R i CUfi~BERL~~;' ~~., PA Date: 3/01/2013 RIGGLEMAN RICHARD A 290C PEACH GLEN IDAVILLE ROAD GARDNERS, PA 17324 RE: Estate of RIGGLEMAN DUANE E File Number: 2004-00347 Dear Sir/Madam: This notice is to serve as a reminder that the Status Report by Personal Representative under Rule 6.12 is due on the below :listed date. As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES, NO. 103 SUPREME COURT RULES DOCKET NO. 1, for decedents dying on or after July 1, 1992, the personal representative or his counsel, within two (2) years of the decedent's death, shall file with the Register of Wills a Status Report of completed or uncompleted administration. This filing is due by: 3/26/2013 Please feel free to contact this office with any questions you may have. If you have already filed your Status Report, please disregard this notice. Sincerely, Glenda Farner Strasbaugh Clerk of the Orphans' Court cc: File Counsel Pa. O.C. Rule 6.12 STATUS REPORT REGISTER OF WILLS OF ~/M?f/~2~-[,~ COUNTY, PENNSYLVANIA Name of Decedent: ~~ ~'+z ~ ' ~~ ~s~~~ -~ Date of Death: /~ ra/'G ~ Z6, Z~y File Number: Z ~~y ~ 3 ~' 7 Pursuant to Pa. O.C. Rule 6.12, I report the following with respect to completion of the administration of the above-captioned estate: 1. State whether administration of the estate is complete :.................... ^ Yes L~No 2. If the answer is No, state when the personal representative reasonably believes that the administration will be complete: ~!C lS~t~t /'t.M2i'nf ~~tr, ~ P~~tuC ~/~~i5 a1~b~ Z'~- ~J 3. If the answer to No. 1 is YES, state the following: a. Did the personal representative file a final account with the Court? ....... DYes ^ No b. The separate Orphans' Court No. (if any) for the personal representative's account is: c. Did the personal representative state an account informally to the parties in interest? ............................... ^Yes ^No d. Copies of receipts, releases, joinders and approvals of formal or informal accounts maybe filed with the Clerk of the Orphans' Court and may be attached to this report. Date / ~ t ~~ ~ r/C!'~ Signature ojP s i th s Form Capacity: ^Personal Representative Counsel - -! R~a.t }._. ~ Name ojPerson Filing this Form . ~~ ~ ~ ~ ~". ', / /^ /~ ~• J O// ~ C ~~ l.e.. lx_ ~ ~ ~: ~ ~~ C_'1 Address ~ /' Cam 1t~SI L ~~ / 713 ~ i ~~ ~ z ~ , ~ ~, ,~~.,. __., Q ~ ~ W ~ ~ ~ ~ Telephone ~ ~ ~ ~ ~-.~ V w Farn: RW-!0 rev. 10.!3.06 COMMONWEALTH OF PENNSYLVANIA REV-1162 EX(11-96) DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT.280601 HARRISBURG,PA 17128-0601 PENNSYLVANIA RECEIVED FROM: INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT NO. CD 017986 RIGGLEMAN RICHARD A 290C PEACH GLEN IDAVILLE ROAD GARDNERS, PA 17324 ACN ASSESSMENT AMOUNT CONTROL NUMBER -------- fold 101 � $1 ,895.00 ESTATE INFORMATION: SSN: � FILE NUMBER: 2104-0347 ( DECEDENT NAME: RIGGLEMAN DUANE E � DATE OF PAYMENT: 08/06/2013 � POSTMARK DATE: 08/06/2013 � COUNTY: CUMBERLAND � DATE OF DEATH: 03/26/2004 � � TOTAL AMOUNT PAID: $1 ,895.00 REMARKS: RECEIPT TO ATTY CHECK# 1085 INITIALS: HMW SEAL RECEIVED BY: GLENDA FARNER STRASBAUGH REGISTER OF WILLS REGISTER OF WILLS Cumberland County - Register Of Wills One Courthouse Square Carlisle, PA 17013 Phone : (717) 240-6345 Date : 3/03/2014 9::Z W`E7 SCHERER MICHAEL ANDREW °2 � r-r BRIEN BARIC & SCHERER cri' rev 19 W SOUTH STREET CARLISLE, PA 17013-3444 O -� C;6 a' RE: Estate of RIGGLEMAN DUANE E File Number: 2004-00347 Dear Sir/Madam: This notice is to serve as a reminder that the Status Report by Personal Representative under Rule 6 . 12 is due on the below listed date . As per the AMENDMENTS TO SUPREME COURT ORPHANS ' COURT RULES, NO. 103 SUPREME COURT RULES DOCKET NO. 1, for decedents dying on or after July 1, 1992 , the personal representative or his counsel , within two (2) years of the decedent' s death, shall file with the Register of Wills a Status Report of completed or uncompleted administration. This filing is due by: 3/26/2014 Please feel free to contact this office with any questions you may have. If you have already filed your Status Report, please disregard this notice . Sincerely, Lisa M. Grayson, . Clerk of the Orphans ' Court Pa. O.C. Rule /6.12 STATUS REPORT REGISTER OF WILLS OF (JJ4M,71/IXYA COUNTY, PENNSYLVANIA � 1 � n Name of Decedent: rJ)�•✓I L_ F, u Date of Death: I �b �� File Number: 2 L� — 3 H 7 Pursuant to Pa. O.C. Rule 6.12, I report the following with respect to completion of the administration of the above-captioned estate: / 1. State whether administration of the estate is complete: . . . . . . . . . . . . . . . . . . . . ❑Yes D<o 2. If the answer is No, state when the personal representative reasonably believes that the/administration will be complete: /°/c�✓G"1 � Z OI7 3. If the answer to No. 1 is YES, state the following: a. Did the personal representative file a final account with the Court? . . . . . . . []Yes ❑No b. The separate Orphans' Court No. (if any) for the personal representative's account is: c. Did the personal representative state an account informally to the parties in interest? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . ❑Yes ❑No d. Copies of receipts, releases,joinders and approvals of formal or informal accounts may be filed with the Clerk of the Orphans' Court and mmaayybe attached to this report. Dote 3 , I /��/�/✓ W Signalur,fft M4, Fi ong this Forin �- M� �. - Capacity: Personal Representa<'; tive Counsel . .. rD^o°v /✓1'� -o , S�ltUt/ C None of Person Filing this Form CaQ 1 co 7 Address �'? ? o G�rI� sG ��� ) 013 L-C. — Telephone Form Rif-10 rev. 10.13.06 r J �Ji pennsytvania 1505614105 �i' OEPARTMENTOFREVENUE EX(03-14)(FI) REV-1500 OFFICIAL USE ONLY Bureau of Individual Taxes County Code Year File Number PO BOX 280601 INHERITANCE TAX RETURN FO-41 Harrisburg, PA 17128-0601 RESIDENT DECEDENT o` 3LO ENTER DECEDENT INFORMATION BELOW Social Security Number_ Date of Death MMDDYYW Date of Birth MMDDYYYY 03262004 10221959 Decedent's Last Name Suffix Decedent's First Name MI ERiggleman Duane I E❑ (If Applicable) Enter Surviving Spouse's Information Below Spouse's Last Name Suffix Spouse's First Name _ MI F1 THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS FILL IN APPROPRIATE OVALS BELOW p 1. Original Return C@D 2.Supplemental Return p 3. Remainder Return(date of death prior to 12-13-82) C=:) 4.Agriculture Exemption(date of O 5. Future Interest Compromise(date of O 6. Federal Estate Tax Return Required death on or after 7-1-2012) death after 12-12-82) C=:) 7. Decedent Died Testate p 8. Decedent Maintained a Living Trust 9. Total Number of Safe Deposit Boxes (Attach copy of will.) (Attach copy of trust.) C=) 10. Litigation Proceeds Received p 11. Non-Probate Transferee Return p 12. Deferral/Election of Spousal Trusts (Schedule F and G Assets Only) O 13. Business Assets O 14.Spouse is Sole Beneficiary (No trust involved) CORRESPONDENT- THIS SECTION MUST BE COMPLETED.ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO: Name Daytime Telephone Number Michael A. Scherer (717) 249-6873 First Line of Address [Baric Scherer LLC Second Line of Address 19 West South Street City or Post Office State ZIP Code [Carlisle PA 17013 k ; rn c� r> Correspondent's email address: mscherer@baricscherer.comPri (t> 7 r' ►-+ —i REGISTE OMINILLS US&ZNLY C7 L_� REGISTER OF WILLS USE ONLY ATE FILED MMDDYYYY -ry r CJJ M DATE FILED STAMP PLEASE USE ORIGINAL FORM ONLY Side 1 L i 111111 11111 11111 iiia dill 11111 11111 iiii�iiiii 11111 ilii ilii 1 561410 1505614105 1505614205 REV-1500 EX(FI) Decedent's Social Security Number Decedent's Name: Duane E. Riggleman RECAPITULATION 1. Real Estate(Schedule A). ............................................ 1, i 2. Stocks and Bonds(Schedule B) ....................................... 2. 3. Closely Held Corporation,Partnership or Sale-Proprietorship(Schedule C) ..... 3. 4. Mortgages and Notes Receivable(Schedule D)........................... 4. 5. Cash,Bank Deposits and Miscellaneous Personal Property(Schedule E)....... 5. 42,055,54 6. Jointly Owned Property(Schedule F) C7 Separate Billing Requested ....... 6, 7. Inter-Vivos Transfers&Miscellaneous Non-Probate Property (Schedule G) O Separate Billing Requested....,... 7. 8. Total Gross Assets(total Lines 1 through 7)............................. 8. 42,055.51 9. Funeral Expenses and Administrative Costs(Schedule H)................... 9. 1,215.00 10, Debts of Decedent,Mortgage Liabilities and Liens(Schedule 1)............... 10. i 11. Total Deductions(total Lines 9 and 10)........ .......... 11. 1,215.00 12. Net Value of Estate(Line 8 minus Line 11).............................. 12. 40,840.51 13. Charitable and Governmental Bequests/Sec.9113 Trusts for which an election to tax has not been made(Schedule J) 13. 14. Net Value Subject to Tax(Line 12 minus Line 13) ........................ 14, 40,840.51 TAX CALCULATION-SEE INSTRUCTIONS FOR APPLICABLE RATES r 15. Amount of Line 14 taxable at the spousal tax rate,or transfers under Sec.9116 `- (a)(1.2)X.0.,,,_ 15. ; 16. Amount of Line 14 taxable at lineal rate X.0 40,840.51 16, 1,837.$3 17. Amount of Line 14 taxable at sibling rate X.12 17. i 18. Amount of Line 14 taxable at collateral rate X.t 5 18. 19. TAX DUE......................................................... 19, i 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT (OD i Under penalties of penury,I declare I have examined this return,including accompanying schedules and statements,and to the best of my knowledge and belief, it is true,correct and complete..Declaration of preparer other than the person responsible for filing the return is based on all Information of which preparer has any knowledge. SIG�U4Ti�lRE qF P SON P N FOR FILIN RETURN DATE ADDRESS 0010F, g,. t. . 290C Peach Glen Idaville R6ad, Gardners, PA 17324 r.. SIGNAT E R RE OTHER THAN PERSON RESPONSIBLE,FOR FILING THE RETURN DATE 1 iz z�Is'" ADDREJSF 19 Wost South Street, Carlisle, PA 17043 a I loll IIIN VIIIqR[ly1111111111 R11i11ei side 2 15056 ,4205 J `. f' REV-1500 EX (FI) Page 3 File Number Decedent's Complete Address: DECEDENT'S NAME Duane E. Riggleman STREET ADDRESS 240 North Baltimore Avenue CITY STATE 717065 Mt. Holly Springs PA Tax Payments and Credits: 1. Tax Due(Page 2,Line 19) (1) 1,837.83 2. Credits/Payments A.Prior Payments 1,895.00 B. Discount (See instructions.) Total Credits(A+B) (2) 1,895.00 3. Interest (3) 4. If Line 2 is greater than Line 1 +Line 3,enter the difference. This is the OVERPAYMENT. Fill in oval on Page 2,Line 20 to request a refund. (4) 57.17 5. If Line 1 +Line 3 is greater than Line 2,enter the difference.This is the TAX DUE. (5) 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: Yes No a. retain the use or income of the property transferred .......................................................................................... ❑ E b. retain the right to designate who shall use the property transferred or its income ............................................ ❑ N c. retain a reversionary interest .............................................................................................................................. ❑ d. receive the promise for life of either payments,benefits or care?...................................................................... ❑ 2. If death occurred after Dec. 12,1982,did decedent transfer property within one year of death without receiving adequate consideration?.............................................................................................................. ❑ 3. Did decedent own an"in trust for"or payable-upon-death bank account or security at his or her death?.............. ❑ N 4. Did decedent own an individual retirement account,annuity or other non-probate property,which contains a beneficiary designation? ........................................................................................................................ ❑ 0 IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES,YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN. For dates of death on or after July 1, 1994,and before Jan. 1, 1995,the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 3 percent[72 P.S.§9116(a)(1.1)(i)]. For dates of death on or after Jan. 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 0 percent [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 21 years of age or younger at death to or for the use of a natural parent, an adoptive parent or a step-parent of the child is 0 percent[72 RS.§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 percent,except as noted in[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 percent[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. REV45o8 EX+(08-12) 10 pennsylvania SCHEDULE E DEPARTMENT OF REVENUE CASH, BANK DEPOSITS & MISC. INHERITANCE TAX RETURN PERSONAL PROPERTY RESIDENT DECEDENT ESTATE OF: FILE NUMBER: Duane E. Riggleman 21-04-0347 Include the proceeds of litigation and the date the proceeds were received by the estate. All property jointly owned with right of survivorship must be disclosed on Schedule F. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1. Net personal injury proceeds received by estate on July 26,2013 42,055.51 from asbestos litigation against Pfizer . i , I i TOTAL(Also enter on Line 5, Recapitulation) $ 42,055.51 If more space is needed, use additional sheets of paper of the same size. REV-17511 EX+ (08-13) igpennsytvania SCHEDULE H DEPARTMENT OF REVENUE FUNERAL EXPENSES AND INHERITANCE TAX RETURN ADMINISTRATIVE COSTS RESIDENT DECEDENT ESTATE OF FILE NUMBER Duane E. Riggleman 21-04-0347 Decedent's debts must be reported on Schedule I. ITEM NUMBER DESCRIPTION AMOUNT A. FUNERAL EXPENSES: 1. B. ADMINISTRATIVE COSTS: 1. Personal Representative Commissions: Name(s)of Personal Representative(s) Richard E. Riggleman Street Address 290C Peach Glen Idaville Road city Gardners state PA ZIP 17324 Year(s)Commission Paid: 2. Attorney Fees: Baric Scherer LLC 1,200.00 3. Family Exemption: (If decedent's address is not the same as claimant's,attach explanation.) Claimant Street Address City State ZIP Relationship of Claimant to Decedent 4. Probate Fees 15.00 5. Accountant Fees: 6. Tax Return Preparer Fees: 7. TOTAL(Also enter on Line 9, Recapitulation) $ 1,215.00 If more space is needed,use additional sheets of paper of the same size. REV-1737-7 EX+(6-08) "REVERSE . pennsylvania SCHEDULE J DEPARTMENT OF REVENUE BENEFICIARIES INHERITANCE TAX RETURN NONRESIDENT DECEDENT ESTATE OF FILE NUMBER Duane E. Riggleman 21-04-0437 When flat rate method is elected, list the beneficiaries of the Pennsylvania property. When proportionate method is elected, list all beneficiaries. ITEM RELATIONSHIP TO DECEDENT AMOUNT OR SHARE NUMBER NAME AND ADDRESS OF PERSON(S)RECEIVING PROPERTY Do Not List Trustee(s) OF ESTATE I. TAXABLE DISTRIBUTIONS(include outright spousal distributions and transfers under Sec.2116(a)(1.2)] 1. SEE ATTACHED SHEET I 71 I Y ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON REV-1737 COVER SHEET OR THE PROPORTIONATE METHOD WORKSHEET ON THE REVERSE SIDE OF REV-1737 COVER SHEET,AS APPROPRIATE. II. NON-TAXABLE DISTRIBUTIONS: A. SPOUSAL DISTRIBUTIONS UNDER SECTION 2113 FOR WHICH AN ELECTION TO TAXIS NOT BEING MADE 1. I B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS 1. TOTAL OF PART II (Enter total non-taxable distributions on Line 13 of REV-1737 cover sheet.) $0.00 (If more space is needed, use additional sheets of paper of the same size) � N0 2WD --I � z WNL 0 Z Cn -n m 0 � O C -n , O � 0Fj v : � 3 CD CD _� O _ v cD O �� co `< � oo c 0 � -02) -ave � y CD N O �n _ � Deo o D .,° sv CD �. 0 C5 c- - CD �. v � -o -n a) -A � cM c° CD Q- Oo o v � � � c� = � Don rn`z � �' � m . con v3 co � 0 � � � cn °' uCD D � 0 co m c(D � DD � CD ° � v CD v CD CD c� Cn CD cn cc �(D v CD 0 0 CD v cn a 0 co o c CD =r CD cQ - -� CD =' CD -� o 0 CD n CD C CD =rCDCO =rCD (0 o n -=*r' Ov30v3D O C7 � n ° CD ° CD = N ° CD Q = N CD 0 CD 0 O = Q = O CD cn cn O CP 0- O' O < 0 0- O' O < cn p ::ro Q 3 o a O Q :3 - CD a :3CD Q O : c O :3 c c Cp =r c CD ::' c cn c CD sv � CD v < v < cn C v < N C v ::r CL CL CD C- x CL o Q- o m < mCL � ° � O o ° m o o c CCDD CD (n CL X c CD a CSD COCDO CD N Q 0 C2 0 0 CD C 2 CD n -A� -� rn o � � t0 CDC) 0 0 mCO � o ZCD � CD CO� nv C) CD m - 0 c-1 CD cD c -1 (0 �' D _ DCD� cn 3 -0 W0 cro D = D �cQ rnsv 5 � � � �c� X00 rn � � CD CC � Qo 0w � CD CD o CD 3 w 3 m CD CD D D 4 CD �' C) M CD o w Q cr zs CD CD 0 0 0 3 v CD CD m 0 r* � =r CD CD -O O CD -O 3 0 CO =r CD CO =r CD CO CD (D CD CQ' O 0 o CD O D o � 0 � 0 o n o ((DD O N y :3 O Q" VOi O Q' ton O Q' ai O (� 0 � � CD cn cn -, CD N � CD 3 3 CD mW CD Q- O CD Q- 0 (D Q- O CD Q Q- — cn - — Cn r-t- � cn r-r 04 cn (n N :30 � 2) O NCD W r- CD W c (D W O 2.� O _ O _ _ ::r CL 0- CL cn CD < cCD 0 0 0 0 X � X Q CD w Q 0 CD CD Q c Q cn CD (D CD O CD 7- OF DUANE E. RIGGLEMAN 1, Duane E.Riggleman, of Cumberland County, Pennsylvania, being of sound mind, memory and understanding, do hereby make, publish and declare this as and for my Last Will and Testament, hereby revoking all other wills and codicils heretofore made by me. Item One: I direct the payment of my just debts and the expenses of my last illness and funeral from my estate as soon after my death as conveniently may be done. I have left a emorandurn with this Will directing the manner in which I would like my memorial services and the disposition of my body to be handled. Item Two: I direct that any and all inheritance, estate and transfer taxes imposed as a result of my death for property passing under my will or otherwise shall be paid out of the principal of my residuary estate. Item Three- I give and bequeath such of my personal property as may be listed on a signed and dated memorandum kept with my Will to the persons named thereon, provided they ;i survive my death. Should such a memorandum not be found with my Will, it shall be conclusively presumed that none was prepared, and all of my personal property shall pass according to the remaining provisions of this Will. I (i Item Four: I give, devise and bequeath the rest, residue and remainder of my estate as follows: A. The first One Million Five Hundred Thousand ($1,500,000.00) Dollars to my children, Nicholas D. Riggleman and Jennifer M. Riggleman, in equal shares, per stripes. B. The net sum of my estate which exceeds One Million Five Hundred Thousand i ($1,500,000.00) Dollars shall be divided as follows: i 1. One-half to my children, Nicholas D. Riggleman and Jennifer M. ij i+ Riggleman, in equal shares, per stripes; and, fl. 2. One-half to the following in such shares as are indicated: a. Five percent of such sum to the American Cancer Society, and, b. The remainder of such sum in equal shares to my mother, Dorothy i Barninger, my father, Thomas I. Riggleman, and my brothers, Thomas I. Riggleman, Jr., Richard A. Riggleman, Kenneth W. Riggleman. In the event my mother, Dorothy, predeceases me, then her share shall go to her husband, Lawrence Barninger, if alive; otherwise, her share shall go to my brothers . In the event my father, Thomas predeceases me, then one-half of his share shall go to his wife, Rita Riggleman, if alive; and the remaining one-half share, or i 'i the entire share if Rita Riggleman is deceased, shall be divided 'i equally between my brothers. In the event any of my brothers i' predecease me, their share(s) shall be distributed per stripes. i Item Five: In the event either of my children are under the age of thirty-five (35) at the time they would receive a portion of my estate, then that portion of my estate passing to the heir who is under age thirty-five shall be placed with my brother, Richard A. Riggleman, as Trustee, who shall exercise his duties according to the following conditions: A. My Trustee shall pay income and principal monthly to or for the benefit of the 'i heir in the amount of at least $50,000.00 per year during his or her life, for the health, maintenance, support and complete education of such heir and the members of his or her immediate family. In addition, my Trustee in his sole dis-cretion may advance principal to said heir against the fractional shares to be advanced hereunder for the costs of marriage, or the purchasing of a home or costs of entering a business or profession, or for any other bonafide necessity, if my said Trustee shall deem such expense reasonably prudent. B. Notwithstanding the foregoing provisions, after the first of my said children attains thirty-five (35) years of age, the principal of the trust shall be divided into two equal shares, and Nicholas may withdraw the full amount of his fractional share of the trust. Thereafter, the Trust shall continue for the benefit of Jennifer, until she shall reach thirty-five (35) years of age, OI at which time the remainder of any principal and any accumulated or undistributed income shall be distributed to her, and the trust shall terminate. C. In the event of the death of a trust beneficiary prior to age thirty-five (35), then my Trustee shall distribute any remaining principal and interest as such beneficiary shall appoint by specific reference to this power in his or her will, or if such power is not exercised in full, the unappointed principal shall be distributed to his or her issue, per stirpes, or in default of such i issue, to my brothers, per stirpes. D. Should the principal of the Real Estate Trust be or become too small in my Trustee's discretion to make establishments or continuance of the trust advisable, my Trustee may distribute the remaining principal and any accumulated or undistributed income outright to the beneficiaries in the proportions to which they are then entitled. The receipts and releases of the distributees will terminate absolutely the rights of all persons who might otherwise have future interest in the trust,whether vested or contingent, without notice to them and without the necessity of filing an account with the court. E. In the event my brother, Richard, is unable to serve as Trustee, my sister-in-law, Lisa A. Riggleman, shall be my alternate trustee. Item Six: I direct that no trustee, executor, guardian or other fiduciary named, nominated, or appointed by this my Last Will and Testament shall be required to post any bond r give any security of any type for any purpose whatsoever, any law or rule of the court of the Q� Commonwealth :1 ommonwealth of Pennsylvania or any other jurisdiction to the contrary notwithstanding. Idirect that the law of the Commonwealth of Pennsylvania shall apply to any interpretation or application of the validity of this instrument. Item Seven: My executor and trustee and their successors shall have the following powers in addition to those given by law to be exercised by them in their absolute discretion, which powers shall be applicable to all property held by them, effective without the order of any court and until the actual distribution of all such property.- A. To retain investments at discretion, and to invest and reinvest at discretion without restriction to so-called "legal investments," with specific right to invest in common and preferred stocks; ii �I B. To sell any real or personal property at private or public sale, for such prices, at such time, in such manner and upon such terms as they may think proper, and to execute and deliver good and sufficient conveyances, assignments and transfers thereof without liability of any purchaser to see the application of the purchase money; C. To borrow money and to secure its repayment by mortgage on real or personal property, pledge investments or otherwise, without liability on the part of the lenders to see the application thereof; D. To compromise claims by or against my estate or any trust created hereunder; E. To make distributions in cash or in kind, or partly in each; F. To manage, operate, repair, alter or improve real estate or other property: and to lease real estate and other property upon such terms and for such period as my executor and rustee deems advisable, G. To retain such accountants, custodians and investment advisors as is necessary to properly administer the estate or manage the trust, and to compensate such persons accordingly; and, H. To do all other acts and things necessary or appropriate in the management, administration and distribution of my estate and trusts. Item Eight. Any and all payment or payments of any sum or sums, whether in cash or in kind and whether for principal or income, payable to an heir, or any of them, shall be made upon the sole receipt of the respective individual to whom the payment is made, and free from anticipation, alienation, assignment, attachment, and pledge,and free from control by the creditors of any such beneficiary. H i� II Item Nine-. I appoint my brother, Richard A. Riggleman, Executor of this my Last Will and Testament. Should my said Executor fail to survive me or for any reason fail to qualify as Executor, then I appoint my sister-in-law, Lisa A. Rigglernan, Executrix of this my Last Will and Testament. IN WITNESS WHEREOF, I have hereunto set my hand and seal to this, my Last Will and Testament, consisting of six(6)typewritten pages, the first five (5) of which bear my signature in the margin for the purpose of identification, this 14th day of November, 2002. (SEAL) Duane E5'15,iggleman Signed, sealed, published and declared by the above named testator, Duane E. Rigglernan, as and for his Last Will and Testament, in the presence of us, who, at his request, in his sight and presence, and in the sight and presence of each other, have hereunto subscribed our names as witnesses. h 1-7 ADDRESS .4ju4k a 013 0 ADDRESS -A SY- r l,',y L PIA7oc3 ) U V it ii v li r. 'I COMMONWEALTH OF PENNSYLVANIA SS. COUNTY OF CUMBERLAND i We, Duane E. Rigglernan, and �1��hc�K Sc�i�*-+� the :3 testator and the witnesses, respectiv ly, whose names are signed to the attached or foregoing instrument, being first duly sworn, do hereby declare to the undersigned authority that the testator signed and executed the instrument of his Last Will and Testament, and that he signed willingly pj and that he executed as his free and voluntary act for the purposes therein expressed, and that each of the witnesses, in the presence and hearing of the testator, signed the Will as witnesses, and that to the best of their knowledge, the testator was at the time eighteen (18) years of age or older, of sound mind and under no constraint or undue influence. Sworn to and subscribed before me this 14th day of November, 2002. Notarial Seal Arrranda L.Fisher,Notary Pubic C;arMe Boo Ctxnbe4and owv My Cammiss Expires Apr.17.2006 &4 nbw.Parmytnaia Assaoabon Or Notaws I I D To My Executor: In accordance with Item Three of my Last Will and Testament dated November 14,2002, I give and bequeath the following items to the following people and I direct my executor to deliver the same to.them: To my brother,Richard Riggleman,my motorcycle,all of my tools. My brother shall pay my estate$600 for the value of my tools. To my son,Nicholas Riggleman,the following items: my Ford truck,4 wheeler and trailer,and my snowmobile. To my daughter,Jennifer Riggleman,the following items: my Ford Mustang and my large screen TV. Let it be known that it is my wish to be cremated. It will be my son and daughter's decision as to what to do with my ashes. Duane E.Riggleman Date: March 24,2004 W E I T Z L U X E N B E R G A P R O F F. S S I O N A 1, C O R P O R A T I O N - I. A W O F 1' 1 C li S - 700 BROADWAY • NEW YORK,NY 10003-9536 PERRY WEITZ TEL.212-558-5500 FAX 212-344-5461 ARTHUR M.LUXENBERG W W W.W EITZLUX.COM ROBERT J.GORDON YY PHAN T.ALVARADO CHARLES M.FERGUSON SAMUEL M.MEIROWITZ LEONARD SANDOVAL n •ol counsN BENNO ASHRAFI t SARAH J.FETHERSTON JAMES A.MORRIS JR.00tx CINDY YOUNG SAXEY i $Aisoodmitted in CT DAVID J.BARRY ARI FRIEDMAN i KEVIN MULDERIG I JONATHAN M.SEDGH •Also admill.d in FL JAMES J.BILSBORROW MARY GRABISH GAFFNEY¶ DANA M.NORTHCRAFT tt KYLE A.SHAMBERG gg §5 Admitted only in IL DANIEL P.BLOUIN ALANI GOLANSKI t TODD OMMEN SHELDON SILVER' tt Also admitted In NJ AMBRE J.BRANDIS LAWRENCE GOLDHIRSCH°• FRANK M.ORTIZ tt ROBERT M.SILVERMAN¶ §Also admitted in DC EDWARD BRANIFF tt ROBIN L.GREENWALD'§§ JOSIAH W.PARKER i KSENIA L.SNYLYK J •Also admitted In OH JOHN M.BROADDUS£ ERIKA HEYDER MICHAEL E.PEDERSON DONALD SOUTAR¶ tAlsO admitted In NJ and CT VENUS BURNS i ASHLEY J.HINTZ tt PAUL J.PENNOCK PETER TAMBINI tt Also admitted in NJ and PA PATFI BURSHTYN tt DANIEL HORNER STUART S.PERRY' JAMES S.THOMPSON tt -Also admined i t N and E LISA NATHANSON BUSCH MARIE L.IANNIELLO t° CAITLIN PRZENICZNY c WILLIAM A.WALSH tt a Afto ddrmed i M C and V e Aho admitted in DC and VA DAVID A.CHANDLER ERIK JACOBS SHAREEF RABAA• DANIEL WASSERBERG t -quo admitted in CO THOMAS COMERFORD tt§ DAVID M.KAUFMAN tt ADAM C.RAFFO ROBERT S.WEISBERG tt r Also admitted in TX ADAM R.COOPER _ WESLEY 0.KING; SUZANNE M.RATCLIFFE lY NEIDRA S.WILSON•• IAdmlded oniyin CA TERESA A.CURTIN¶¶ GARY R.KLEIN tt ELLEN RELKIN EE NICHOLAS WISE°° 9Admdted only N Wand PA BENJAMIN DARCHE DANNY R.KRAFT,JR JOHN E.RICHMOND tt TIFFANY C.WOODS t +nomilled only in NJ ADAM S.DREKSLER JERRY KRISTAL••§ MICHAEL P.ROBERTS DENA YOUNG¶ E Admitted only in DC.MD.PA and VA F.ALEXANDER EIDEN« DEBBI LANDAU CHRIS ROMANELLI tt BRENT ZADOROZNY i EE Coditled Atty.NJ Supreme Court MICHAEL FANELLI tt MATTHEW MACINTYRE DAVID ROSENBAND ALLAN ZELIKOVIC r Alsoudmdtad In PA LEONARD F.FELDMAN¶ CURT D.MARSHALL$ PETER SAMBERG tt GLENN ZUCKERMAN 07/16/2013 Michael A Scherer 19 West South Street CARLISLE, PA 17013 C M71-3- RE: Duane E Riggleman #200071 Dear Sir/Madame: Enclosed,please find a check(s) in the amount of$42,055.51,which represents settlement proceeds Weitz& Luxenberg, P.C. has received from defendant(s) PFIZER,INC.,PFIZER,INC. - Interest,PFIZER, INC. -Interest 2. Please refer to the enclosed balance sheet for the details concerning this settlement payment. Please note that this estate has full letter status, therefore, in as much as your firm is the attorney for the estate of this client, it is your responsibility to ensure that these funds are properly distributed. If all necessary filings have been completed for this estate and you wish to have future checks made payable to the estate representative, please notify us in writing of such request. Should you have any questions, please contact our Estates Attorney, David Kaufman at (212) 558 - 5687. Sincerely, WEITZ& LUXENBERG, P.C. Accounting Department 200 LAKE DRIVE EAST,SUITE 205•CHERRY HILL,NJ 08002•TEL 856-755-1115 1 RRO C ENT1 TRY PARK FAST.SUITE 700 •LOS ANGELES.CA 90067 •TEL 310-247-0921 � � 12�ppp. a� . � r�.7 � �' � � rn � a r-n � .a: �,.� � G.'' � t � ", �".� �r r n C'��7 ...,, '_��.._ ...{ . , . fi__ GJ t f"1 O r c:':� �. . . . . r._� , � DECEDENT'S ESTATE � � ry ��� ._ , , --�, ; , ..,, - .,- __ :: [5 �.� _. �, �_ ; , � COURT OF COMMON PLEAS OF � � Cumberland COLJNTY, PENNSYLVANIA ORPHANS' COURT DIVISION ESTATE OF Duane E. Riggleman , DECEASED Na, 2004-00347 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 insufficient, 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. INCL UDE ATTACHMENTS AT THE BACK OF THIS FORM. Name of Counsel: Michael A. Scherer, Esquire Supreme Court I.D.No.: 61974 Name of Law Firm: Baric Scherer LLC Address: 19 West South Street, Carlisle, PA 17013 Telephone: (�17) 249-6873 Fax:�717) 249-5755 FormOC-01 rev. io.i3.o6 Page 1 of 10 Estate of Duane E. Riggleman , Deceased 1. Name(s) and address(es) of Petitioner(s): Name: �chard A.Riggleman Address: 290C Peach Glen Idaville Road Gardners,PA 17324 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 March 26, 2004 � Letters Testamentary or �Letters of Administration were granted to Petitioner(s) on Anril 13. 2004 Date of Will (if applicable): November 14, 2002 Date(s) of Codicil(s) (if applicable): None Date of probate (if different from date Letters granted): April 13, 2004 Was a bond required?�Yes �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: Apri123 30 &May 7 2004 Cumberland Law Journal: April 30 May 7 & 14 2004 FormOC-0/ rev.10.13.06 Page 2 of 10 Estate of Duane E. Riggleman , Deceased 3. Was decedent survived by a spouse? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . �Yes 0 No If yes, name of the surviving spouse: 4. Has the surviving spouse filed to take an elective share? . . . . . . . . . . . . . �Yes 0 No (See Section 2201 et s�. 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): Not applicable. 6. Did decedent marry after execution of Will or Codicil(s)? . . . . . . . . . . . �Yes m 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 Form OC-Ol rev. l0.13.06 Page 3 of 10 Estate of Duane E. Riggleman Deceased , 8. 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): Name and Address ofEach Parry in Interest I Relationship and Comments,ifany I Interest See attached list of all parties Form OC-01 rev. ]0.13.06 Page 4 of 10 LIST OF ALL PARTIES Jennifer M. Riggleman Nicholas D. Riggleman 317 North Baltimore Avenue, Apt. 1 815 Tipton Road Mt. Holly Springs, PA 17065 Tyrone, PA 16686 American Cancer Society Lawrence Barninger 3211 North Front Street 118B West Willow Street Harrisburg, PA 17110 Carlisle, PA 17013 Dorothy Barninger Rita Riggleman 118B West Willow Street 22479 NW Goodwin Road Carlisle, PA 17013 Altha, FL 32421 Thomas I. Riggleman, Jr. Richard A. Riggleman 310 Cactus Road 290C Peach Glen Idaville Road Carlisle, PA 17013 Gardners, PA 17324 Estate of Duane E. Riggleman , Deceased Name and Address orEach Party in Interest I Relationship and Comments,irany I Interesr 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. 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). 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. Form OC-01 rev. 10.13.06 Page 5 of 10 Estate of Duane E. Riggleman , 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. Name and Address of Each Claimant Amount of Claim Claim Will Clarm Admitted? Be Paid In Full? None. �Yes �Yes �No �No �Yes �Yes �No ONo �Yes �Yes �No �No DYes ❑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: Relationship: Form OC-01 rev. 10.13.06 Page 6 of 10 Estate of Duane E. Riggleman 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 Payment Interest See attached. 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 m 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: None. 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. Form OC-01 rev. 10./3.06 Page 7 of 10 PENNSYLVANIA INHERITANCE TAX PAYMENTS 1. Prepayment June 18, 2004 $ 2,800.00 2. Refund (47.93) 3. Payment for settlement funds received July 10, 2006 $ 175.00 4. Payment for settlement funds received September 4, 2007 $ 75.00 5. Payment for settlement funds received April 13, 2009 $ 650.00 6. Payment for settlement funds received May 7, 2009 $12,000.00 7. Payment for settlement funds $ 3,150.00 September 15, 2011 8. Payment for settlement funds $ 1,895.00 July 16, 2013 TOTAL: $20,697.07 Estate of Duane E. Riggleman , Deceased 16. Had the decedent been adjudicated an incapacitated person? . . . . . . . . . . 0 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. None. B. Has notice of the additional receipts and disbursements been given to the parties identified in Paragraph 9 above? . . . . . . . . . . . . . �Yes ❑No 18. If a reserve is requested, state amount and purpose. Amount: �.�� Purpose: 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? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . �Yes �No Form OC-01 rev. ]0.13.06 Page 8 of 10 Estate of Duane E. Riggleman ,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 Distrrburee(s) AmoundProporlion B. Principal: Proposed Distributee(sJ AmoundProportion Jennifer Ric�gleman $ 1 , 270.40 Nichola Riggleman $1 , 270.�0 Submitted By: (A[l petitioners must sign. Add additional lines if necessary): .-� � . -���,� � -� Name of Petitioner:Rich A.Riggleman Name of Petitioner: Form OGOJ rev.IOJ3.06 Page 9 of 10 Estate of Duane E.Riggleman Deceased Verificallon of Petitioner (Verification must be by at teast one petitioner.) The undersigned hereby verifies * [tlt�t he%she he is rrrie Executar of the above-named,�orco�rar+on Estate of Duane E.Rig�leman 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 ditigent inquiry,believes them to be true;and that any false staxements herein are made subject to the penalties of 18 Pa. C.S. § 4904(relating to unsworn falsification to authorities). . � ` C=�'' Signature of Petitioner *Corpo�ate petitioners must conrplete bracketed information. Certifieation 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. f,, � , Signatu o C nsel for Petitioner F�oc-oi rev./0.13.Ob Page 10 af 10 � � , COMMONWEALTH OF PENNSYLVANIA OFFICE OF ATTORNEY GENERAL LINDA L. KELLY ATTORNEY GENERAL September 21, 2011 Charitable Trusts and Organizations Section 14th Floor, Strawberry Square Harrisburg, PA 17120 Telephone: (717) 705-1611 Facsimile: 717-787-1190 hvancerittman@attorneygeneral.gov Michael A. Scherer, Esquire BARIC SHERER, LLC 19 West South Street Carlisle, PA 17013 Re: Estate of Duane E. Riggleman; No. 2004-00347; Cumberland County. Dear Mr. Scherer: This will acknowledge receipt of your letter and enclosures regarding the above- captioned matter. I have reviewed the First and Final Account and have no objections. We acknowledge that the charitable bequests are remote, contingent and will not be paid. We have closed our file regarding this matter. Please be advised that the above review was conducted pursuant to the parens patriae role of the office and has no bearing on any matter unrelated to that function. Thank you for your time and attention to this matter. Sincerely, ,: ��_� ��_� . Heather J. Vance-Rittman Senior Deputy Attorney General ._�;� t � 112,�;�` � �, � � � � , � r o r`ri n , ` . � C.._ �-> � �..������ �"a =.�..�� _�. � ' ___ �-�, C.,") r".7 . :.:f_ ..,..p ��_'7 �_ C.�� IN THE COURT OF COMMON PLEAS OF � � � ' ' � �� � � CUMBERLAND COUNTY, PENNSYLVANIA ' � ' ' ' ..., � ; ..,.� �� � . �`�, _� m _ _ ORPHANS' COURT DIVISION <<.� � �-:; ; _._ - ��, c 7 N0. 21-04-0347 `� j' SECOND AND FINAL ACCOUNT OF RICHARD A. RIGGLEMAN, EXECUTOR FOR ESTATE OF DUANE E. RIGGLEMAN LATE OF MOUNT HOLLY SPRINGS BOROUGH Date of Death: March 26, 2004 Date of Executor's Appointment: April 13, 2004 Date of Advertisement of Letters: Cumberland County Law Journal: April 30, May 7 and May 14, 2004 Sentinel Newspaper: April 23, April 30 and May 7, 2004 Accounting for the Period: December 15, 2010 to December 31, 2014 Purpose of Account: Richard A. Riggleman, Executor, offers this account to acquaint interested parties with the transactions that have occurred during his administration. This account also indicates the distributions from the estate. This estate remained open for many years because of asbestos related claims and litigation that were being pursued on behalf of the estate. Prior to his death, the decedent engaged the firm of Weitz & Luxenberg, New York City, to represent him in litigation against various asbestos manufacturers and distributors. The decedent had been paid for some claims prior to his death and the estate had received payment for some claims. A First Account was filed on September 9, 2011 to acquaint interested parties with the transactions in the estate to December 15, 2010. Subsequent to the filing of the First Account, additional funds were received by the estate from the asbestos litigation, however, at this time it has been confirmed that the asbestos litigation has concluded and no further payments will be received by the estate. It is important that the account be carefully examined. Requests for additional information or questions or objections can be discussed with: Michael A. Scherer, Esquire BARIC SCHERER LLC 19 West South Street Carlisle, PA 17013 (717) 249-6873 1 i SUMMARY OF ACCOUNT Page PRINCIPAL Receipts 2 $ 55,397.63 Asbestos Litigation Receipts 3 $406,706.31 $462,103.94 Less Disbursements Debts of Decedent 3 $ 5,274.07 Funeral Expenses 4 $ 2,788.02 Admin Expenses 4 $ 724.66 PA Inheritance Tax 5 $20,697.07 Fees & Commissions 5 $31,350.75 Total Disbursements $ -60,834.57 Balance Before Distributions $401,269.37 Distributions to Beneficiaries 6-9 $396,776.07 Principal Balance on Hand $ 4,493.30 RECEIPTS OF PRINCIPAL DESCRIPTION VALUE 1. PNC Bank-Checking Account # 5080277888 $20,276.76 Additional deposit rec'd final closing $ .22 2. M&T Bank Account# 9835404428 $ 60.00 3. 2000 Ford Mustang Coupe $ 6,065.00 4. Furnishings - Television $ 2,409.00 5. 1999 Ford Ranger Super Cab $ 5,640.00 6. 2001 Harley Davidson Motorcycle $10,380.00 7. 1996 Kawasaki Four Wheeler ATV $ 1,955.00 8. ATV/Motorcycle Trailer $ 400.00 9. Miscellaneous Personal Property $ 1,000.00 10. 2003 Polaris 700 Snowmobile $ 3,500.00 11. American United Life Insurance Disability Payment $ 1,060.02 12. Progressive Automobile Insurance Refund $ 640.00 13. Progressive Automobile Insurance Refund $ 41.00 2 14. AT&T Cell Phone Contract Refund $ 292.26 15. First National Bank Marine insurance policy refund $ 55.57 16. Keystone Insurance Group- motorcycle insurance refund $ 222.00 17. IRS refund 1-11-2005 $ 275.59 18. IRS refund 4-27-2005 $ 559.00 19. FTC & Capital, Class Action $ 31.26 20. FTC & Capital, Class Action 17.46 TOTAL $54,880.14 RECEIPTS FROM ASBESTOS LITIGATION 1. Combustion Engineering Cat 4- 06/29/07 $ 1,582.85 2. Garlock, Inc. 11/08/05 $ 8,108.59 3. Combustion Engineering 06/05/06 $ 3,915.67 4. Pyrotek Inc. 04/02/09 $266,593.36 5. Manville Trust 03/02/09 $ 14,468.48 TOTAL $294,668.95 SUBSEQUENT RECEIPTS FROM ASBESTOS LITIGATION 1. Pfizer 09/15/2011 $ 69,981.85 2. Pfizer, Inc. 07/16/2013 $ 42,055.51 TOTAL SUBSEQUENT RECEIPTS $112,037.36 SUBSEQUENT REFUNDS 1. Pennsylvania lnheritance Tax refund $ 517.49 TOTAL SUBSEQUENT REFUNDS $ 517.49 DEBTS OF DECEDENT 1. Andrews and Patel, M.D. $ 500.00 2. Holy Spirit Hospital $ 50.00 3. Statewide Tax Recovery: delinquent state tax $ 30.50 4. Holy Spirit Hospital $ 100.00 5. Philips & Cohen: Sprint phone service collection $ 209.00 6. CAMCO: bill collection agency $ 650.00 7. Debt recovery systems: Sprint $ 98.10 3 8. Internal Revenue Service: 1999 balance due $ 840.86 9. PA Department of Revenue: 2002 balance due $ 216.00 10. CATCB: 2002 local tax due $ 147.00 11. CATCB: Interest and Penalties $ 24.87 12. United States Treasury: remaining 1999 liability $ 12.42 13. PA Department of Revenue: 2002 penalty/interest $ 68.13 14. United States Treasury: 2001 Interest and penalty $ 818.19 15. Internal Revenue Service: 2000 & 2001 tax due $ 776.00 16. IRS Additional Tax due 2001 $ 733.00 TOTAL $ 5,274.07 FUNERAL EXPENSES 1. Hollinger Funeral Home: disposition of remains and service $ 2,398.02 2. Hollinger Funeral Home: urn $ 390.00 TOTAL $ 2,788.02 ADMINISTRATION EXPENSES 1. Register of Wills $ 116.00 2. The Sentinel $ 153.41 3. Advertisement of Account $ 75.00 4. Sollenberger's: courier service title transfer $ 63.50 5. Commonwealth of PA: title transfer $ 34.50 6. Commonwealth of PA: title transfer $ 28.50 7. Commonwealth of PA: title transfer, Ford Mustang $ 22.50 8. Commonwealth of PA: title transfer, snowmobile $ 42.50 9. Bank fee- checks $ 28.25 10. Commonwealth of PA: title transfer, Harley Davidson $ 40.50 11. Sollenberger's: courier service title transfer $ 45.00 12. Sollenberger's notary fee for Weitz Lux document $ 20.00 13. Sollenbergers Notary fee for WL $ 40.00 4 14. Sollenbergers Notary fee for WL $ 15.00 TOTAL $ 724.66 PA INHERITANCE TAX 1. Prepayment June 18, 2004 $ 2,800.00 2. Refund (47.93) 3. Payment for settlement funds received July 10, 2006 $ 175.00 4. Payment for settlement funds received September 4, 2007 $ 75.00 5. Payment for settlement funds received April 13, 2009 $ 650.00 6. Payment for settlement funds received May 7, 2009 $ 12,000.00 TOTAL $ 15,652.07 SUBSEQUENT PA INHERITANCE TAX PAYMENTS 1. Payment for settlement funds Received September 15, 2011 $ 3,150.00 2. Payment for settlement funds Received July 16, 2013 $ 1,895.00 TOTAL SUBSEQUENT PAYMENTS $ 5,045.00 FEES AND COMMISSIONS 1. Baric & Scherer: attorney's fees paid $ 3,557.00 2. Executor Fee: Richard Riggleman $ 16,900.00 3. Boyer and Ritter, CPA: tax preparation $ 250.00 4. Boyer and Ritter, Tax Prep $ 175.00 TOTAL $ 20,882.00 SUBSEQUENT FEES AND COMMISSIONS 1. Baric Scherer 10/01/2011 to 11/11/2013 $ 5,218.75 2. Richard Riggleman, Executor $ 5,250.00 i. TOTAL SUBSEQUENT FEES $ 10,468.75 5 DISTRIBUTIONS OF PRINCIPAL TO BENEFICIARIES 1. Nicholas Riggleman $ 23,679.21 2. Jennifer Riggleman $ 24,020.71 3. Thomas Riggleman, Jr. $ 2,000.00 4. Jennifer Riggleman Trust Account $108,333.32 5. Nicholas Riggleman Trust Account $108,333.32 TOTAL $266,366.56 SUBSEQUENT DISTRIBUTIONS OF PRINCIPAL TO BENEFICIARIES 1. Jennifer Riggleman Trust Account $ 500.00 2. Nicholas Riggleman Trust Account $ 500.00 3. Jennifer Riggleman $ 49,030.25 4. Nicholas Riggleman $ 49,030.25 TOTAL $ 99,060.51 ITEMIZATION OF AMOUNTS PAID TO OR FOR NICHOLAS RIGGLEMAN & JENNIFER RIGGLEMAN OR THEIR RESPECTIVE TRUST ACCOUNTS NICHOLAS D RIGGLEMAN DATE Check # Payable to: Amount 10/21/2004 1021 N Riggleman $ 250.00 12/05/2005 1030 N Riggleman $ 700.00 12/11/2005 1031 N Riggleman $ 375.00 01/09/2006 1033 N Riggleman $ 300.00 01/21/2006 1035 N Riggleman $ 100.00 01/23/2006 1035 N Riggteman $ 2,000.25 07/11/2006 1039 N Riggleman $ 2,536.88 08/27/2007 1042 N Riggleman $ 750.00 050/9/2009 1055 D&S Motors $ 4,814.70 05/05/2009 1056 N Riggleman $ 500.00 05/05/2009 1057 N Riggleman $ 4,000.00 05/21/2009 1061 Orrstown Bank Trust $ 93,333.32 05/21/2009 1063 N Riggleman $ 7,352.38 02/21/2011 1067 Orrstown Bank Trust $ 15,000.00 $132,012.53 6 SUBSEQUENT PAYMENTS TO NICHOLAS RIGGLEMAN 08/18/2011 1069 Orrstown Bank Trust $ 500.00 10/12/2011 1073 Nicholas Riggleman $ 30,000.00 08/2/2013 1087 Nicholas Riggleman $ 19,030.26 TOTAL SUBSEQUENT PAYMENTS $ 49,530.26 JENNIFER M RIGGLEMAN DATE Check # Payable to: Amount 08/23/2004 1013 J Riggleman $ 250.00 12/21/2005 1032 J Riggleman $ 3,500.00 07/11/2007 1040 Dorothy Barninger $ 2,512.13 FBO J Riggleman 08/27/2007 1047 J Riggleman $ 750.00 05/08/2009 1053 Clerk of Crts York Co $ 323.50 05/08/2009 1054 Clerk of Crts Cumb Co $ 13,815.38 05/21/2009 1058 Money Order $ 500.00 05/21/2009 1062 Orrstown Bank Trust $ 93,333.32 06/04/2009 Refund Fines $ 360.00 06/12/2009 1064 Clerk of Crts Perry Co $ 1,674.07 06/12/2009 1065 Clerk of Crts York Co $ 1,055.63 02/21/2011 1068 Orrstown Bank Trust $ 15,000.00 $ 133,074.03 SUBSEQUENT PAYMENTS TO OR FOR JENNIFER M. RIGGLEMAN 08/18/2011 1071 Orrstown Bank Trust $ 500.00 10/21/2011 1074 Jennifer Riggleman $ 30,000.00 08/02/2013 1088 Bayley and Mangan $ 1,509.87 08/02/2013 1089 Jennifer Riggleman $ 17,520.38 TOTAL SUBSEQUENT PAYMENTS $ 49,530.25 7 ITEMIZATION OF AMOUNTS PAID FROM TESTAMENTARY TRUST TO NICHOLAS RIGGLEMAN & JENNIFER RIGGLEMAN NICHOLAS 05/21/2009 Deposit $93,333.32 2009: 8 payments of $4,166.67 per month $33,333.36 2009: Interest $ 369.82 2010: 12 payments of$4,166.67 per month $50,000.04 2010: Interest $ 194.98 02/21/2011 Deposit $15,000.00 2011: 3 payments of$4,166.67 $12,500.01 2011: Interest $ 7.22 March 31, 2011 Close date for this Account: balance: $13,071.93 SUBESQUENT TRUST ACTIVITY - NICHOLAS April, 2011 Payment $ 4,166.67 May, 2011 Payment $ 4,166.67 June, 2011 Payment $ 4,166.67 07/01/2011 Payment $ 569.35 2011 Account fee ($ 20.00) 08/18/2011 Trust deposit $ 500.00 2011 Interest $ 2.43 2012 No Account Activity 08/27/2013 Account Closed $ 485.00 JENNIFER 05/21/2009 Deposit $93,333.32 June, 2009 check cost $ 13.75 2009: 3 payments of$4,166.67 Plus balance for 2009 $33,333.36 2009: Interest $ 402.84 2010: 12 payments of$4,166.67 $50,000.04 2010: Interest $ 194.17 8 02/21/2011 Deposit $15,000.00 2011: 3 payments of $4,166.67 $12,500.01 2011: Interest $ 7.17 March 31, 2011 Close Date for this Account: balance: $13,090.34 SUBESQUENT TRUST ACTIVITY - JENNIFER April, 2011 Payment $ 4,166.67 May, 2011 Payment $ 4,166.67 June, 2011 Payment $ 4,166.67 07/26/2011 Payment $ 587.70 2011 Account fee ($ 20.00) 08/18/2011 Trust deposit $ 500.00 2011 Interest $ 2.37 2012 No Account Activity 08/27/2013 Account Closed $ 485.00 DISTRIBUTIONS OF PERSONAL PROPERTY TO BENEFICIARIES Richard A. Riggleman: 2001 Harley Davidson Motorcycle $10,380.00 Nicholas Riggleman: 1999 Ford Ranger Super Cab $ 5,640.00 1996 Kawasaki Four Wheeler ATV $ 1,955.00 ATV/Motorcycle Trailer $ 400.00 2003 Polaris 700 Snowmobile $ 3,500.00 Jennifer Riggleman: 2000 Ford Mustang Coupe $ 6,065.00 Large Screen television $ 2,409.00 Nicholas Riggleman Misc Personal Property $ 1,000.00 And Jennifer Riggleman Misc Personal Property Total Distribution Personalty $31,349.00 9 STATEMENT OF PROPOSED DISTRIBUTION Register of Wills: Filing Fee; Supplemental Inheritance Tax return $ 15.00 Register of Wills: Additional Probate Fee $ 70.00 Register of Wills: Filing Fee: Second & Final Account $ 415.00 Baric Scherer: Attorneys Fees $1,452.50 Jennifer Riggleman $1,270.40 Nicholas Riggleman $1,270.40 Balance on Hand $4,493.30 Mi e A. Scherer, Esq. Richard A. Riggleman Executor of the Estate Of Duane E. Riggleman 10 VERIFICATION Richard A. Riggleman, Executor of the Estate of Duane E. Riggleman, deceased, hereby declares under oath that he has fully and faithfully discharged the duties of his office; that the foregoing First Account and Schedule of Distribution 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 his knowledge, there are no claims now outstanding against the Estate; and that all taxes presently due from the estate have been paid. Date: �"ZZ ZG�S �( � ` Richard A. Rigglem , Executor 11 AUDIT NOTICE Please be advised that the Second and Final Account and Proposed Distribution of Richard A. Riggleman, Executor under the Will dated November 14, 2002 and executed by Duane E. Riggleman, deceased, has been filed with the Clerk of the Orphans Court Division of the Court of Common Pleas of Cumberland County, Pennsylvania, and will be called for audit before the Honorable Judges of said Court on the 3�d day of March 2015, at 9:30 a.m. in Courtroom Number 1, of the Cumberland County Courthouse, Carlisle, Pennsylvania. Your interest in the Estate consists of: See attached Will and Schedule of Distribution. The Court will be asked to approve the account as stated and to make awards in accordance with the provision of the Will of Duane E. Riggleman, deceased. Copies of the Account and Will are enclosed. It is not necessary that you or your counsel appear at the audit. However, if you have any objection to any items in the Account (or if you disagree with the position the accountant has taken on any claim), it is necessary that you appear at the time and place stated above in person or by counsel; otherwise, the Court will assume you have no objection and may approve the account as stated. If you have any questions regarding the contents of this letter, the Account of the Executor of the Will of Duane E. Riggleman, please contact the undersigned. Michael A. Scherer, Esquire Baric Scherer LLC 19 West South Street Carlisle, PA 17013 (717) 249-6873 12 CERTIFICATION UNDER CCRP 6.3-1 I hereby certify that on January Jb , 2015, I mailed the notice of the time and place of the presentation of the above account and proposed distribution, along with a copy of the account, proposed statement of distribution and a copy of the Will, by first class mail, postage prepaid, as follows: Jennifer M. Riggleman Nicholas D. Riggleman 317 North Baltimore Avenue, Apt. 1 815 Tipton Road Mt. Holly Springs, PA 17065 Tyrone, PA 16686 American Cancer Society Lawrence Barninger 3211 North Front Street 118B West Willow Street Harrisburg, PA 17110 Carlisle, PA 17013 Dorothy Barninger Rita Riggleman 118B West Willow Street 22479 NW Goodwin Road Carlisle, PA 17013 Altha, FL 32421 Thomas I. Riggleman, Jr. Richard A. Riggleman 310 Cactus Road 290C Peach Glen Idaville Road Carlisle, PA 17013 Gardners, PA 17324 ic ael A. Scherer, Esquire 13 't � 1 COMMONWEALTH OF PENNSYI.VANIA OFFICE OF ATTORNEY GENERAL LINDA L. KELLY ATTORNEY GENERAL September 21, 2011 Charitable Trusts and Organizations Section 14th Floor, Strawberry Square Harrisburg, PA 17120 Telephone: (717) 705-1611 Facsimile: 717-787-1190 hvancerittman@attorneygeneral.gov Michael A. Scherer, Esquire BARIC SHERER, LLC 19 West South Street Carlisle, PA 17013 Re:Estate of Duane E. Riggleman; No. 2004-00347; Cumberland County. Dear Mr. Scherer: This will acknowledge receipt of your letter and enclosures regarding the above- captioned matter. I have reviewed the First and Final Account and have no objections. We acknowledge that the charitable bequests are remote, contingent and will not be paid. We have closed our file regarding this matter. Please be advised that the above review was conducted pursuant to the parens patriae role of the office and has no bearing on any matter unrelated to that function. Thank you for your time and attention to this matter. Sincerely, ,:; ,,�� 7��_,,� . Heather J. Vance-Rittman Senior Deputy Attorney General i c��iC�%J� C%���Z�� tZ'/.�Zf� �./� OF DUANE E. RIGGLEMAN I, Duane E.Riggleman, of Cumberland County, Pz�nsylvania, being oi sound mind, memory and understanding, do hereby make, publish and declare this as and for my Last Will and Testament, hereby revoking all other wills and codicils heretofore made by me. Item One: I direct the payment of myjust debts and the expenses of my last iliness and funeral from my estate as soon after my death as conveniently may be done. I have left a memorandum with this Will directing the manner in which I would like my memorial services and the disposition of my body to be handled. Item Two: 1 direct that any and all inheritance, estate and transfer taxes imposed as a result of my death for property passing under my will or otherwise shall be paid out of the principal of my residuary estate. ltem Three: I y;vp ��d b�yueath suc" �` my per�ona! prCNErty as may be ,isted on a signed and dated memorandum kept with my Will to the persons named thereon, provided they survive my death. Should such a memorandum not be found with my Will, it shall be conclusively � presumed that none was prepared, and all of my personal property shall,pass�ccordia g to the � • _, i _ _.. � remaining provisions of this Will. ?�, �� �_:�; ' .�,, � I`..7 ,�i ".., :ii � i r� ._� � I - ' � I i ' 9 t � , Item Four: I give, devise and bequeath the rest, residue and remainder of my estate as follows: A. The first One Million Five Hundred Thousand ($1,500,000.00) Dollars to my children, Nicholas D. Riggleman and Jennifer M. Riggleman, in equal shares, per stripes. B. The net sum of my estate which exceeds One Million Five Hundred Thousand ($1,500,000.00) Dollars shall be divided as follows: � 1. One-half to my children, Nicholas D. Riggleman and Jennifer M. Riggleman, in equal shares, per stripes; and, 2. One-half to the following in such shares as are indicated: a. Five percent of such sum to the American Cancer Socuety; and, b. The remainder of such sum in equal shares to my mother, Dorothy � Barninger, my father, Thomas I. Riggleman, and my brothers, � � Thomas I. Riggleman, Jr., Richard A. Riggleman, Kenneth W. Riggleman. In the event my mother, Dorothy, predeceases me, then her share shall go to her husband, Lawrence Barninger, if alive; otherwise, her share shall go to my brothers . In the event my father, � � Thomas predeceases me, then one-half of his share shall go to his wife, Rita Riggleman, if alive; and the remaining one-half share, or the entire share if Rita Riggleman is deceased, shall be divided i � � equally between my brothers. In the event any of my brothers � � predecease me, their share(s) shall be distributed per stripes. I � � � i Item Five: In the event either of my children are under the age of thirty-five (35) at the time they would receive a portion of my estate, then that portion of my estate passing to the heir who is under age thirty-five shall be placed with my brother, Richard A. Riggleman, as Trustee, who shall exercise his duties according to the following conditions: A. My Trustee shall pay income and principal monthly to or for the benefit of the heir in the amount of at least $50,000.00 per year during his or her life, for the health, maintenance, support and complete education of such heir and the members of his or her immediate family. In addition, my Trustee in his sole discretion may advance principal to said heir against the fractional shares to be advanced hereunder for the costs of marriage, or the purchasing of a home or costs of entering a business or profession, or for any other bonafide necessity, if my said Trustee shall deem such expense reasonably prudent. B. Notwithstanding the foregoing provisions, after the first of my said children � attains thirty-five (35) years of age, the principal of the trust shall be divided into two equal shares, and Nicholas may withdraw the full amount of his fractional share of the trust. Thereafter, the Trust shall continue for the benefit of Jennifer, until she shall reach thirty-five (35) years of age, at which time the remainder of any principal and any accumulated or undistributed income shall � be distributed to hzr, a�d �he trust shalf termirate. � t C. In the event of the death of a trust beneficiary prior to age thirty-five (35), then �I my Trustee shall distribute any remaining principal and interest as such beneficiary shall appoint by specific reference to this power in his or her will, or if such power is not exercised in full, the � � I unappointed principal shall be distributed to his or her issue, per stirpes, or in default of such j � issue, to my brothers, per stirpes. � I I i � I � � D. Should the principal of the Real Estate Trust be or become too small in my Trustee's discretion to make establishments or continuance of the trust advisable, my Trustee may distribute the remaining principal and any accumulated or undistributed income outright to the beneficiaries in the proportions to which they are then entitled. The receipts and releases of the distributees will terminate absolutely the rights of all persons who might otherwise have future interest in the trust,whether vested or contingent, without notice to them and without the necessity of filing an account with the court. E. In the event my brother, Richard, is unable to serve as Trustee, my sister-in-law, Lisa A. Riggleman, shall be my alternate trustee. Item Six: I direct that no trustee, executor, guardian or other fiduciary named, nominated, or appointed by this my Last Will and Testament shall be required to post any bond r give any security of any type for any purpose whatsoever, any law or rule of the court of the Commonwealth of Pennsylvania or any otherjurisdiction to the contrary notwithstanding. I direct �j that the law of the Commonwealth of Pennsylvania shall apply to any interpretation or application of the validity of this instrument. Item Seven: My executor and trustee and their successors shall have the following powers in additior to#hose given by la�v tc be exercised by them in their absclute discretion, which powers � shall be applicable to all property held by them, effective without the order of any court and until � � the actual distribution of all such property: ; I A. To retain investments at discretion, and to invest and reinvest at discretion without j ; restriction to so-called "legal investments," with specific right to invest in common and preferred ; I � i I StOCI(S; I I � i I i B. To sell any real or personal property at private or public sale, for such prices, at such time, in such manner and upon such terms as they may think proper, and to execute and deliver good and sufficient conveyances, assignments and transfers thereof without liability of any purchaser to see the application of the purchase money; C. To borrow money and to secure its repayment by mortgage on real or personal property, pledge investments or otherwise, without liability on the part of the lenders to see the application thereof; D. To compromise claims by or against my estate or any trust created hereunder; E. To make distributions in cash or in kind, or partly in each; F. To manage, operate, repair, alter or improve real estate or other property, and to lease real estate and other property upon such terms and for such period as my executor and ' rustee deems advisable; � G. To retain such accountants, custodians and investment advisors as is necessary to � properly administer the estate or manage the trust, and to compensate such persons accordingly; and, H. To do all other acts and things necessary or appropriate in the management, administration and distribution of my e�tate and tr�_�sts. , Item Ei ht: Any and all paymer�t or payments of any sum or sums, whether in cash or in I kind and whether for principal or income, payable to an heir, or any of them, shall be made upon � the sole receipt of the respective individual to whom the payment is made, and free from I anticipation, alienation, assignment, attachment, and pledge, and free from control by the creditors � � i of any such beneficiary. i � I � � Item Nine: I appoint my brother, Richard A. Riggleman, Executor of this my Last Will and Testament. Should my said Executor fail to survive me or for any reason fail to qualify as Executor, then I appoint my sister-in-law, Lisa A. Riggleman, Executrix of this my Last Will and Testament. IN WITNESS WHEREOF, I have hereunto set myhand and seal to this, my Last Will and Testament., consisting of six(6)typewritten pages, the first five (5) of which bear my signature in the margin for the purpose of identification, this 14th day of November, 2002. ,�� �� (SEAL) Duane . iggleman Signed, sealed, published and declared by the above named testator, Duane E. I Riggleman, as and for his Last Will and Testament, in the presence of us, who, at his request, in his sight and presence, and in the sight and presence of each other, have hereunto subscribed our names as witnesses. � � `� .` ��l��.�a� � D,.�.. L���, C.� «v�� _ ADDRESS � I ADDRESS �7 1/t� fa-�+ <S�• �url,�sL, 0�1 i7o�3 . � � � i � � � I � � i � � i , i i . l � � � . . . � . . COMMONWEALTH OF PENNSYLVANIA : : SS. COUNTY OF CUMBERLAND : We, Duane E. Riggleman, 1 - and /�I�c��� ,�'• s��'*� , the testator and the witnesses, respectively, whose names are signed to the attached or foregoing instrument, being first duly sworn,,do hereby declare to the undersigned authority that the testator signed and executed the instrument of his Last Wiil and Testament, and that he signed willingly and that he executed as his free and voluntary act for the purposes therein expressed, and that each of the witnesses, in the presence and hearing of the testator, signed the Will as witnesses, and that to the best of their knowledge, the testator was at the time eighteen (18) years of age or older, of sound mind and under no constraint or undue influence. Sworn to and subscribed before me this 14th day of November, 2002. �� ,,� c� � �,�: �,�" �;: ,s ���.,f' :'�,,�:i;.0 �.� l° ; "c \ .f: � Notarial Sea1 Nnanda L.Flsher,Nofary PubGc Cadisle Boro,Cumbedand Coant;� My Cammission Expires Apr.17,200& A�ember,Pennsylvaaia Associa@on Of Notacies I I I � � � � � � � , ; � i To My Executor: In accordance with Item Three of my Last Will and Testament dated November 14,2002, I give and bequeath the following items to the following people and I direct my executor to deliver the same to them: To my brother,Richazd Riggleman,my motorcycie,all of my tools. My brother shall pay my estate$600 for the value of my tools. To my son,Nicholas Riggleman,the following items: my Ford truck,4 wheeler and trailer,and my snowmobile. To my daughter,Jennifer Riggleman,the following items: my Ford Mustang and my large screen TV. Let it be l�own that it is my wish to be cremated. It will be my son and daughter's decision as to what to do with my ashes. � . � �r� Duane E.Riggleman Date: March 24,2004 To My Executor: In accordance with Item Three of my Last Will and Testament dated November 14, 2002, I give and bequeath the following items to the following people and I direct my executor to deliver the same to them: To my brother, Richard Riggleman, my motorcycle and all of my tools. My brother shall pay my estate $600.00 for the value of my tools. To my son, Nicholas, the automobile I own at my death. � . Duane E. Riggleman Date: November 14, 2002 .--. �d i� � '_' �.:� � ....��;T�3 ' , . ) '� _ � _' ' � _ �a r•.� _ � - .� _ I ., . � �. I j � � i I i � I � I � , . A 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 : Lisa Marie Coyne, 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 regulax editions and issues of the said Cumberland Law Journal on the following dates, viz: APRIL 30, MAY 7, 14, 2004 Affiant further deposes that he is authorized to verify this statement by the Cumberland Law Journal, a legal periodical of general circulation, and that he is not interested in the subject matter of the aforesaid notice or advertisement, and that all allegations in the foregoing statements as to time, place and character of publication are true. �. ; , r �; , � L7 sa 1Vlarie Coyne, ditor i Riggleman, Duane E., ae�a. SW(7RN TO AND SUBSCRIBED before me this Late of Cumberland County 14 day of MAY 2004 Executor: Richazd E. Riggleman. 290C Peach Glenn Idaville Road, Gardners, PA 17324. • Aitorneys:Michael A.Scherer,Es- quise, O'Brien, Baric & Scherer, 19 West South Street, Carlisle. PA 17013, (�i�) z49-6s�3. NOTARIA SEAL LOIS E.SNYDER,Notary Public Carlisle Boro,Cumbe�iand Counry My Commission Expires March 5,2005 � , . PROOF OF PUBLICATION State of Pennsylvania, County of Cumberland Tan�uny Shoemal:er, Customer C��re Sales n1��lager, 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 aforesa.id,was established December 13�,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 date(s): r�pril�3,30 C�. _�Iav 07,2004 r,f1,DV l�ir 1�Tl�'f'T�'L' {�L'DT TDT T('A TTi1Rr t.tl� L VL L V 1 L L L i.JLL1l..aaLiVa� ..._.__'_._ NOTIGE`.OF.GRANT OF ,;�LETTERS 3'-,r�'d w a Notice is hereby giVen that the��de�s�9�ea,r;as - Affiant Eurther deposes that he/she is not been granted letters tea- tamentary by the` jntereSted jn�Le SUb�eCt IYta1t2T Of�le Registe�oPWillsofCum> � berland'County : aforesaid notice or advertisement, and that Commonwealth:of � , Pennsyl"vama as'Execu- � all allegations in the foregoing statement tor of the Estate of DUANE:� RIGG4EMAN '• dS t0 L1ITt2,place and character of late of tlie above named :; oo���ReGuesf�s here ; publication are true. � by make fhat all persons ', having'claims against � i //// the Estate of�the�.,� ,; � �,.��re-1Lc.C'L/`_�� � � ���;.�z�..�._ dee�etle�,Nmake.such �- cair�,,s;known to the,per,., �- ��m�. s�n�r�e,pr�esTe�ntatroe or ; to such<person�,attorney ; wdhou�e�l y�R�,equest .i �,��.�. , is al�so�h�er�eby ma`ke�t,hat { all p�e,r so�ns�nde�b'ted to ::� the decedent make pay �; SWOTTl t0 ariCl SUI7SCT1�72C�.b2fOY'e IYIe�lLS me'�n�'f��the�"p�sonal� + t�dela sentat�ve,,v�{r�t,h+o�ut i 12th.da Of�'13�'. 20U=� ` ��y ���b�", Dated�April�21{2�,004�� j • Richa�d E�Riggleman '' Executor��,��''"� r � 290C'Peach Glenn _._. Id�ville`�Ro�d ':. -- Gardners Pennsylvania ' NOt1Ty PUbI1C 3 17324: � ,�?�, r :1 ���,� � � t::, Michael AaScherer -, Esquire '' '� O Brien Banc&Scherer � 19,W@st,Sp`�th Street,_,,, Carlisle,Pennsy�uaiiia 17013(717)249 6873 Mj/COITLLTl1SS1011 E'Xp1T2S: NOTARIAL SEAL DARCIE A. N�lL, Notary Public Carlisle, Cumberland County My C�mm�saicu, Expir� yo� 24 2005 COURT OF COMMON PLEAS OF CUMBERLAND COUNTY,PENNYSLVANIA ORPHANS' COURT DIVISION Docket No: 21-2004-0347 IN RE: SECOND AND FINAL ACCOUNT OF RICHARD A. RIGGLEMAN, EXECUTOR FOR THE ESTATE OF DUANE E. RLGGL.EMAN, LATE OF MT. HOLLY SPRINGS BOROUGH, CUMBERLAND COUNTY, PENNSYLVANIA, DECEASED. AND PETITION FOR ADJUDICATION/STATEMENT OF PROPOSED DISTRIBUTION ORDER OF COURT AND NOW, this 3rd day of March,2015,the herein account is confirmed absolutely and distribution is decreed in accordance with the proposed schedule of distribution herewith. BY THE COURT, Judge C> Cumberland County - Register Of Wills One Courthouse Square Carlisle, PA 17013 Phone : (717) 240-6345 RECORC C n FiCE OF RECiSTC ; C* ViIU-S Date : 3/02/2015 HIS MR 3 RM 10 00 SCHERER MICHAEL ANDREW CI E,-', SF BRIEN BARIC & SCHERERCRPN�iP S' CC�.% t 19 W SOUTH STREET CARLISLE, PA 17013-3444 CUfA,F-i L RE: Estate of RIGGLEMAN DUANE E File Number: 2004-00347 Dear Sir/Madam: This notice is to serve as a reminder that the Status Report by Personal Representative under Rule 6 . 12 is due on the below listed date. As per the AMENDMENTS TO SUPREME COURT ORPHANS ' COURT RULES, NO. 103 SUPREME COURT RULES DOCKET NO. 1, for decedents dying on or after July 1, 1992 , the personal representative or his counsel, within two (2) years of the decedent ' s death, shall file with the Register of Wills a Status Report of completed or uncompleted administration. This filing is due by: 3/26/2015 Please feel free to contact this office with any questions you may have . If you have already filed your Status Report, please disregard this notice . Sincerel , Lisa M. Grayson, Es . Clerk of the Orphans ' Court Pa. O.C. Rule 6.12 STATUS REPORT REGISTER OF WILLS OF Cumberland COUNTY, PENNSYLVANIA Name of Decedent: Duane E . Riggleman Date of Death: March 26 , 2004 File Number: 2004-347 Pursuant to Pa. O.C. Rule 6.12, I report the following with respect to completion of the administration of the above-captioned estate: 1. State whether administration of the estate is complete: . . . . . . . . . . . . . . . . . . . . es ❑No 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. 1 is YES, state the following: a. Did the personal representative file a final account with the Court? . . . . . . . [; es ❑No b. The separate Orphans' Court No. (if any) for the personal representative's account is: c. Did the personal representative state an account informally to the parties in interest? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . ❑Yes ❑No d. Copies of receipts, releases,joinders and approvals of formal or informal accounts may be filed with fie Clerk of the Orphans' Court and may be attached to this report. c March 10 , 2015 Date 144 Wt Signature fP soy -iling this Foam T-4 Capacity:� ❑Personal Representative FX- Counsel ut ­J cy Michael A. Scherer , Esquire c,' 4- C_"7 c Name of Person Filing this Form 19 west South Street Address Carlisle , PA 17013 ( 717 ) 249-6873 { Telephone C FormR14-10 rev. 10.13.06 NOTICE OF INHERITANCE TAX IV pennsylvania APPRAISEMENT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXESr OF DEDUCTIONS AND ASSESSMENT OF TAX INHERITANCE T/�-PIV�i$IBNL OFFICE a r REV-1547 EX AFP (11-14) PO BOX 28060 HARRISBURG PA 17 28 Ito I E R CF WILLS t(Cl f� DATE 05-11-2015 ?g15 FIBY 20 Phi lO 59 ESTATE OF RIGGLEMAN DUANE E DATE OF DEATH 03-26-2004 CLUE% OF FILE NUMBER 21 04-0347 SCHERU MICHAEL A COUNTY CUMBERLAND 502 19 QuWuTH""ST1 ACN APPEAL DATE: 07-10-2015 CARLISLE PA 17013-3445 (See reverse side under Objections) Amount Remitted MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS 1 COURTHOUSE SQUARE CARLISLE PA 17013 CUT ALONG THIS LINE -♦ RETAIN LOWER-PORTION-FOR YOURRECORDS -- -------------- -------- -------------------------------- - - --- - ----------------- REV 1547 EX AFP (11-14) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF: RIGGLEMAN DUANE EFILE NO. :21 04-0347 ACN: 502 DATE: 05-11-2015 TAX RETURN WAS: ( X) ACCEPTED AS FILED ( ) CHANGED APPRAISED VALUE OF RETURN BASED ON: LITIGATION RETURN 1. Real Estate (Schedule A) (1) •00 NOTE: To ensure proper 2. Stocks and Bonds (Schedule B) (2) .00 credit to your account, 00 submit the upper portion 3. Closely Held Stock/Partnership Interest (Schedule C) (3) of this form with your 4. Mortgages/Notes Receivable (Schedule D) (4) .00 tax payment. 5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 4 2,05 5.51 6. Jointly Owned Property (Schedule F) (6) .00 7. Transfers (Schedule G) C7) .00 S. Total Assets (8) 42,055.51 APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 1 ,215. 00 10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 00 11. Total Deductions (11) 1 ,215.00 12. Net Value of Tax Return C12) 40,840.51 13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00 14. Net Value of Estate Subject to Tax (14) 40,840.51 NOTE: If an assessment was issued previously, Lines 14, 15, 16, 17, 18 and/or 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 (15) .00 X 00 = .00 16. Amount of Line 14 taxable at lineal rate C16) 4n .84n-9;1 X 045 = 1,837.83 17. Amount of Line 14 at sibling rate (17) oo X 12 = . 00 18. Amount of Line 14 taxable at collateral rate C18) .00 X 15 = .00 19. Principal Tax Due (19)= 1,837.83 TAX CREDITS: PAYMENT RECEIPT DISCOUNT C+) AMOUNT PAID DATE NUMBER INTEREST/PEN PAID (-) 08-06-2013 CDO17986 .00 11895.00 TOTAL TAX PAYMENT 1,895.00 BALANCE OF TAX DUE 57.17CR INTEREST AND PEN. .00 TOTAL DUE 57. 17CR * IF PAID AFTER DATE INDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTED AS A CREDIT CCR), YOU MAY BE DUE \ FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE FOR INSTRUCTIONS. �b