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HomeMy WebLinkAbout04-0311 PETITION FOR GRANT OF LETTERS Estate of Robert L. Benson No. ~1 - also known as -$11 Waneta I. Benson Petitioner(s), who is/are 18 years of age or older, apply)les) for: , Deceased Social Security No. 180-26-4937 (COMPLETE "A" OR "B" BELOW:) A. Probate and Grant of Letters and aver that Petitioner(s) is/are the execut rix E] Decedent, dated 10/28/1988 and codicil(s) dated named in the Last Will of the State relevant circumstances, e.g., renunciation, death of executor, etc Except as follows, Decedent did not marry, was not divorced and did not have a child born or adopted after execution of the documents offered for probate; was not the victim of a killing and was never adjudicated incapacitated: B. Grant of Letters of Administration (c.t.a., d.b.n.c.t.a.: pendente lite, durante absentia; durante minoritate) Petitioner(s) after a proper search has/have ascertained the Decedent left no Will and was survived by the following spouse (if any) and heirs: Name Relationship Residence (COMPLETE IN ALL CASES:) Attach additional sheets if necessary. Decedent was domiciled at death in Cumberland County, Pennsylvania, with his/t~' last famil~0r principal residence at 12 Mary Avenue, Mechanicsburq, Cumberland County, Pennsylvania 17055 (list street, number and municipality) Decedent, then 70 years of age, died January 4 ,2004 , at Monroe Township, Cumberland County, PA (Location) Decedent 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 ........................................................................................ $ Total ..................................................................................................................... $ Real Estate situated as follows: Parcel # 36-18-018, Sprin(,]hill TWP, Fayette Cty, PA Wherefore, Petitioner(s) respectfully request(s) the probate of the Last Will and Codicil(s) presented with this Petition and the grant of letters in the appropriate form to the undersigned: I Typed or printed name and residence Signature 190~000.00 1~000.00 191~000.00 Wanetal. Benson 12 Mary Avenue Mechanicsburq, PA 17055 RW-1 Oath of Personal Representative Commonwealth of Pennsylvania County of CUMBERLAND The Petitioner(s) above-named swear(s) and 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 representative(s) of the Decedent, Petitioner(s) will well and truly administer the estate according to law. Sworn to and affirmed and subscribed .~8.-~ ~ Waneta I. Benson before me this. ~;~O~'%¥'L day of ':.-? 0 DECREE OF REGISTER Estate of Robert L. Benson Deceased No. also known as Social Security No: 180-26-4937 Date of Death: 1/4/2004 AND NOW, .~'~_ ¢' 0 h ~"~1, o~00L/ , in consideration of the Petition on the reverse side hereon, satisfactory proof having been presented before me, IT IS DECREED that Letters I~Testamentary ~ of Administration ((c.t.a., d.b.n.c.t.; pendente lite; durante absentia; durante minoriate) are hereby granted to Waneta I. Benson in the above estate and that the instrument(s), if any, dated I0 ~-,~ - I~"' described in the Petition be admitted to probate and filed of record as the Last Will of Decedent. FEES Letters .................................... Short Certificates(s) ............... Renunciation .......................... Extra Pages ( ) ............... I.T.R ....................................... JCP Fee ................................. Inventory ................................ Other ...................................... TOTAL ............................. $ Signature Attorney: Susan E. Lederer I.D. No: 44861 Address: 4811 Jonestown Road, Suite 226 Harrisburg PA 17109 Telephone: 717-652-7323 DATE FILED: OATH OF SUBSCRIBING WITNESS Estate of Robert L .Benson also known as , Deceased No. 21-oq-311 Mary H. Holt A/K/A Mary H. Yates Eleanor G. Prowell (each) a subscribing witness to the I~1 codicil(s) I~ will(s) presented herewith, (each) duly qualified according to law depose(s) and say(s) that she/he/they was/were present and saw the above Testator(rix) sign the same and that she/he/they signed as a witness at the request of the Testator(rix) in her/his/their presence and~ in the presence of each other I~1 in the presence of the other subscribing witness(es). 17 Field~estICv; [¢Signature) Mechantcsbu~ i/ PA 17055 ~ V (Address) (Signature) 10 Greenspring Drive Mechanicsburq PA 17050 (Address) Sworn to or affirmed and subscribed before me this ')-'7 day of Note~ Public j My Commission Expires: //~/¢/O~ (Signature and seal of Notary or other official qualified to administer oaths. Show date of expiration of Notary's commission.) NOTE: To be taken by officer authorized to administer oaths. Please have present the original or copy of instrument(s) at time of notarization. RW-2 105.g05 R/~V 9/86 This is to certify that the information here given is correctly copied from an original certificate of death duly filed with me as Local Re,gistrar. 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 9825371 No. <2_ Local Registrar / L, ate mos ;,t3Rev z, a7 COMMONWEALTH OF PENNSYLVANIA · DEPARTMENT OF HEALTH · VITAL RECORDS CERTIFICATE OF DEATH '. Male ,* 180 -- 26 -- 4937 ,Jan,,a~ 4', ~004 I : I I --- [ ' ' I ......... i~: Io,~.: , 70~'I : I : L10/10/1933 I ~ PA I~--O .~.O ~O I~ ~ ~ m L ...... r~ ...... ~ ..... I~c~~'"' ~ ~--~ -~.--~. , ~,- · ~ ~la~ .~ ~p . 12 ~. A~nue ~.--.~*. ' I ' -- - -~ I'q- I~a' I / 1~4. ~rl~ I~tW~ ~ 12 Mary Avenue ~, ,7..m. Pennsylvania Mechanicsburg, PA 17055 F~HER'S NAME (F~. M~. ,,. Earl Benson ~. Waneta I. Benson ~,0 ,, .... Cumberland "~? ,,O ~*'~ Alice Marie Emery Avenue ~nicsb~g, PA 17055 ~csb'~g ~t~ I"m ~c~ni esht!rg, PA 17055 8 ~ plm ~i~, ~ 1~ 5, q 159 t LAST WILL ~uND TESTAB~NT OH- I, Robert L. Benson, of the Township of Hampden, County of Cumberland and State of Pennsylvania, being of sound mind, memory and understanding, do make, publish and declare this to be my last Will and Testament, hereby revoking and making void all former wills, codicils and other testamentary dispositions by me at any time heretofore made. I direct my executrix, hereinafter named, to pay as soon as practicable after my decease all my just debts and the expenses of my last illness and burial. e I give, devise and bequeath all the rest, residue and remainder of my estate, real, personal and mixed, whatsoever and wheresoever situate, unto my wife, Waneta I. Benson, providing she shall survive me by sixty days. o Should my said wife, Waneta I. Benson, predecease me or die on or before the sixtieth (60th) day following my death, then and in that event, I dispose of my estate as follows: (a) I give and bequeath a sum of money in an amount equal to the unpaid balances due at my death or thereafter in- curred as loans for tuition and room for the[~ .k~nal three (~3~ d ~ -' years of the college education of my aughte~r-,'~ Debra Kay Benson, unto my daughter Debra Kay Benson. (b) I give, der±se and bequeath all the rest, residue and remainder of my estate, whatsoever and whereso- ever situate, unto my children, Alan Robert Benson, Jodie Lynn Benson and Debra Kay Benson, equally, share and share alike. I hereby nominate, constitute and appoint my said wife, Waneta I. Benson, executrix of this my last Will. Should my wife, Waneta I. Benson, fail to qualify or cease to a~t as executrix, I appoint my son, Alan Robert Benson, executor of this my last Will and Testament. Should my said son, Alan Robert Benson,' likewise fail to qualify or cease to ~.as ~ecut~ I appoint The First Bank and Trust Company, of Mechan±csblUrg, Pa~ exec'~.~r of this my last Will. I direct that my executrix and her successors, shall noC~t be required to give bond for the faithful performance of their duties in any jurisdiction. IN WITNESS WHEREOF, I, Robert L. Benson, the Testator, have here- unto set my hand and seal to this my last Will and Testament this Z~ day ~~/ '~'~ ~/' (SEAL) Signed, sealed, published and declared by the above named Robert L. Benson as and for his last Will and Testament in the presence of us, who, at his request, in his presence and in the presence of each other have hereunto subscribed our names as witnesses thereto. CERTIFICATION OF NOTICE UNDER RULE 5.6(a) Name of Decedent: Robert L. Benson Date of Death: 1/4/2004 Will No. 2004-00311 Admin. No. 21-04-0311 To the Register: I certify that notice of (beneficial interest) estate administration required by Rule 5.6(a) of the Orphan's Court Rules was served on or mailed to the following beneficiaries of the above-captioned estate on "? i ] ~ j ' Name Address Waneta I. Benson 12 Mary Avenue Mechanicsburq PA 171055 Notice has now been given to all persons entitled thereto under Rule 5.6(a) except: Date: ;~' ~L ~dv t~0. Capacity: Signature Name: Susan E. Lederer, Esquire Address: 4811 Jonestown Road, Suite 226 Harrisburg PA 17109 Telephone(717) 652- 7323 X Personal Representative Counsel for Personal Representative REV-1500 INHERITANCE TAX RETURN RESIDENT DECEDENT FILE NUMBER 21 04 0311 DECEDENTS NAME (LAST. FIRST. AND MIDDLE INITIAL) SCCIAL SECURITY NUMBER Benson, Robert L 180-26-4937 DATE OF DEATH (MM-DD-YEAR) DATE OF BIRTH (MM-OD-YEAR) THIS RETURN MUST BE FILED IN OUPUCATE WITH THE 01/04/2004 ]0/]0/]933 REGISTER OF WILLS APPLICABLE) SURVIVING SPOUSE'S NAME ( LAST, FIRST AND MIDDLE INITIAL) Benson, Waneta I. m [] 1. OdginalRetum [] 2. SupplementaIReturn ~ 4. Limited Estate [] 4a. FUturelnterestCompromise(dateofdeathaSer 6. Decedent Died Testate {Attach copy [] 7. Decedent Maintained a Living Trust (Attach o ~ ~ of Will) copy of Trust) < 9. Litigation Proceeds Received [] 10. Spousal Poverty Credit (date of death between SOCIAL SECURITY NUMBER 306-38-2626 ] 3. Remainder Return (date Gl death pdor to 12-13-82) [] 5. Federal Estate Tax Return Required 8. Total Number of Safe Deposit Boxes [] 11.Election to tax under Sec. 9113(A) (Attach Sch O) lAME Susan E. Lederer IRM NAME (If applicable) Law Offices of Susan E. Lederer ELEPHONE NUMBER 717/652-7323 COMPLETE MAILING ADDRESS 4811 Jonestown Rd. Suite 226 Harrisburg, PA 17109 1. Real Estate (Schedule A) (1) 2. Stocks and Bonds (Schedule B) (2) 3. Closely Held Corporation, Partnership or Sole-Proprietorship (3) 4. Mortgages & Notes Receivable (Schedule D) (4) 5. Cash, Bank Deposits & Miscellaneous Personal Property (5) (Schedule E) 6. Jointly Owned Property (Schedule F) (6) [] Separate Billing Requested 7. Inter-Vivos Transfers & Miscellaneous Non-Probata Property (7) (Schedule G or L) 8. Total Crush Assets (total Lines 1-7) 9. Funeral Expenses & Administrative Costs (Schedule H) (9) 10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) (10) 11. Total Deductions (total Lines 9 & 10) 1,260.00 [ None ,"lC', None~ r~,' None? 19,225.00 None 187,545.82 10,195.54 12. Net Value of Estate (Line 8 minus Line 11 ) 13. Charitable and Governmental Bequests/Sec 9113 Trusts for which an election to tax has not been made (Schedule J) 14. Net Value Subject to Tax (Line 12 minus Line 13) ~; ,, 208,030 82 (11) 10,195.54 (12) 197,835.28 (13) (14) 197,835.28 SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES 15.Amount of Line 14 taxable at the spousal tax rate, x .00 or transfers under Sec. 9116(a)(1.2) 16. Amount of Line 14 taxable at lineal rate x .045 17.Amount of Line 14 taxable at sibling rate x .12 18. Amount of Line 14 taxable at collateral rate x ,15 19. Tax Due 197,835.28 (15) 06) (17) (18) (tg) 0.00 0.00 Copyright 2000 form software only The Lackner Group, Inc. Form REV-1500 EX (Rev. 6-O0) Decedent's Complete Address: ScTiTyREET ADDRESS 12 Mary Avenue Mechanicsburg I STATE PA I ZIP Tax Payments and Credits: 1. Tax Due (Page 1 Line 19) 2. Credits/Payments A. Spousal Poverty Credit B, Pdor Payments C. Discount Total Credits (A + B + C) 17055 (t) 0.00 (2) 0.00 3. Interest/Penaityif applicable D. interest E. Penalty Total Interest/Penalty (D + E) (3) 0.00 4. if Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT. (4) Cheek box on Page 1 Line 90 to request a refund 5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5) 0.00 A. Enter the interest on the tax due. (SA) B. Enter the total of Line 5 + 5A. This is the BALANCE DUE. (5B) 0.0 0 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; ........................................................................... r'-] ~ b. retain the right to destgnata who shall use the properly transferred or its income; .................................... c. retain a reversionary interest; or .......................................................................................................... d. receive the promise for life of either payments benef ts 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 a able p y upon death bank account or secur ty at h s or her death? ......... [] 4. Did decedent own an Individual Retirement Account, annuity, or ether non-probate property which contains a beneficiary designation? ...................................................................................................................... [] [] IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN. Under penalties of perjury, I declare that ~ have examined this return, including ac~u,,,~r~ng schedules and statements, and to the best of my knowledge an0 belief, it Is true, correct and complete. Declaration of Wane I. Benson S~NATURE OF PERSON RESPONSIBLE FOR F~LING RETURN SIGNATURE OF PREPARER OTRER T?[AN REPRESENTATIVE Susan E. Lederer DATE 12 Avenue Mechanicsburg, PA 17055 O ADDRESS DATE ADDRESS 4811 Jonestown Rd. DATE Suite 226 Harrisburg, PA 17109 For dates of death on or after July 1, 1994 and before January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 3% [72 P.S. §9116 (a) (1.1) (i)]. For dates of death on or after January 1, 1995, the tax rate Imposed on the net value of transfers to or for the use of the surviving spouse is 0% [72 P.S. §9116 (a) (1.1) (ii)]. The statute does not exempt a transfer to a surviving spouse from tax, and the statutory requirements for disclosure of assets and filing a tax return are still applicable even if the surviving spouse is the only beneficiary. For dates of death on or after July 1,2000: The tax rate imposed on the net value of transfers from a deceased child twenty-one years of age or younger at death to or for the use of a natural parent, an adoptive parent, or a stepparent of the child is 0% [72 P.S. §9116 (a) (1.2)1. The tax rate imposed on the net value of transfers to or for the use of he decedent's lineal beneficiaries is 4.5%, except as noted in 72 P.S. §9116 1.2}[72P.S.§9116 a 1)]. The tax rate imposed on the net value of transfers ta or for the use of the decedent's siblings is 12% [72 P.S. §9116 (a) (1.3)I. A sibling is defined, under Section 9102, as an individual who has at least one parent in common with the decedent, whether by blood or adoption. SCHEDULE A REAL ESTATE ESTATE OF FILE NUMBER Benson, Robert L 21 - 04 - 0311 All real property owned solely or as a tenant in common must be reported at fair market value. Fair market value is defined as the price at which property would be exchanged between a willing buyer and a willing seller, neither being compelled to buy or sell, both having reasonable knowledge of the relevant facts. Real property which is jointly-owned with right of survivorship must be disclosed on schedule F. ITEM NUMBER DESCRIPTION Lot located in Springhill Township, Fayette County, LR26080-GANS, Parcel # 36-18-0108, titled to Robert L. Benson (assessed value $1,260.00 X common level ratio factor of 1.00) VALUE AT DATE OF DEATH 1,260.00 TOTAL (Also enter on Line 1, Recapitulation) 1,260.00 SCHEDULE E CASH, BANK DEPOSITS, & MISC. I~ERSONAL PROPERTY ESTATE OF FILE NUMBER Benson, Robert L 21 - 04 - 0311 Include the proceeds of litigation and the date the proceeds were received by the estate. All property jointly-owned with the right of survivorship must be disclosed on schedule F. ITEM VALUE AT DATE OF NUMBER DESCRIPTION DEATH 1 2 3 4 5 6 7 8 9 10 11 1989 Dodge Spirit Sedan 4D, titled to Robert L. Benson 1976 Ford 150 Supercab Truck, titled to Robert L. Benson (salvaged) 1996 Ford Fl50 Extend Cab, titled to Robert L. Benson 1958 17 Cabin Cruiser, Project No. 24, (without engine), owned by Robert L. Benson 1960s Sears Utility/Jon rowboat, owned by Robert L. Benson Mossberg 46B 22 LR (gun), owned by Robert L. Benson Springfield 1898 30/40 Kraig (gun), owned by Robert L. Benson Savage 99 (gun), owned by Robert L. Benson Winchest 37 12 Gauge (gun), owned by Robert L. Benson Stevens 5100 12 Gauge (gun), owned by Robert L. Benson 1930 Reo Antique Automobile, titled to Robert L. Benson (sold 8/26/2004) 250.00 0.00 7,000.00 3,500.00 200.00 60.00 325.00 275.00 '/5 4-0.00 7,500.00 TOTAL (Also enter on Line 5, Recapitulation) 19,225.00 SCHEDULE G INTER-VIVOS TRANSFERS & MISC. NON-PROBATE PROPERTY COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER Benson, Robert L 21 - 04 - 0311 This schedule must be completed and filed if the answer to any of questions 1 throm , 4 on page 2 m yes. ITEM DESCRIPTION OF PROPERTY % OF Include the name of the transferee, their relationship to decedent and the date of transfer. DATE OF DEATH NUMBER EXCLUSION TAXABLE VALUE AI1ach a copy of the deed for mai estate, VALUE OF ASSET DECD'S (IF APPLICABLE) INTEREST 1 IRA Account # 75100009338, held at PNC Bank, titled to 2,753.22 100% 2,753.22 Robert L. Benson, Waneta I. Benson, beneficiary (accrued ~nterest $5.78) 2 IRA Account # 75300016339, held at PNC Bank, titled to 64,108.5~ 100% 64,108.59 Robert L. Benson, Waneta I. Benson, beneficary (accrued interest $113.28) 3 IRA Account # 75100019536, held at PNC Bank, titled to 2,349.7£ 100% 2,349.70 Robert L. Benson, Waneta I. Benson, beneficary (accrued interest $1.06) 4 IRA Account # 756000002260, held at PNC Bank, titled to 2,207.82 100% 2,207.82 Robert L. Benson, Waneta I. Benson, beneficary (accrued interest $9.73) 5 IRA Account # 9600009019, held at Waypoint Bank, titled 3,612.79 100% 3,612.79 to Robert L. Benson, Waneta I. Benson, beneficary (accrued interest $1.23) 6 IRA Account # 035004201815022, held at M&T Bank, 64,093.37 100% 64,093.37 titled to Robert L. Benson, Waneta I. Benson, beneficary accrued interest $944.63) 7 1,903.635 shares of MFS Bond Fund A, held in 401(k) at 24,842.44 100% 24,842.44 Robert G. Hartman Associates Plan ID: 110515050, through MFS Investment Management, titled to Robert L. Benson, Waneta I. Benson, beneficiary ($13.05/sh) 8 2,430.71 shares of MFS Government Securities Fund A, 23,577.89 100% 23,577.89 held in 401(k) from Robert G. Hartman Associates Plan ID: 110515050, through MFS Investment Management, titled to Robert L. Benson, Waneta I. Benson, beneficiary ($9.70/sh) TOTAL (Also enter on line 7, Recapitulation) 187,545.82 SCt'EHJLE H FUI~EFI/~ E~ENSES & N:~W~-~'rRATIVE C0STS ESTATE OF FILE NUMBER Benson, Robert L 21 - 04 - 0311 Debts of decedent must be reported on Schedule I. ITEM NUMBER DESCRIPTION AMOUNT FUNERAL EXPENSES: Malpezzi Funeral Home Carlisle Memorial Service, Inc. (Headstone) ADMINISTRATIVE COSTS: Personal Representative's Commissions Social Security Number(s) / EIN Number of Personal Representative(s): Street Address City State ~ Zip Year(s) Commission paid Attorney's Fees Law Offices of Susan E. Lederer Family Exemption: (If decedent's address is not the same as claimant's, attach explanation) Claimant Street Address City Relationship of Claimant to Decedent Probate Fees Cumberland County State __ Zip Accountant's Fees Tax Return Preparer's Fees Other Administrative Costs additional death certificates Robert P. Stefanowicz (appraisal of boats) Total of Continuation Schedule(s) TOTAL (Also enter on line 9, Recapitulation) 7,339.54 1,398.00 1,000.00 254.00 79.00 100.00 25.00 10,195.54 COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT Schedule H ESTATE OF FILE NUMBER Benson, Robert L 21 - 04 - 0311 3 Inheritance Tax Return/Inventory Filing Fee 25.00 Page 2 of Schedule H REV-1513 EX+ (g..~O) ~ COMMONWEALTH OF PENNSYLVANIA iNHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE J BENEFICIARIES RELATIONSHIP TO AMOUNT OR SHARE NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY DECEDENT OF ESTATE Io TAXABLE DISTRIBUTIONS (Include outright spousal distributions) 1 Waneta I. Benson Wife 100% of estate 12 Mary Avenue Mechanicsburg, PA 17055 Enter dollar amounts for distributions shown above on lines 15 through 18, as appropriate, on Rev 1500 cover shoel II. 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 ESTATE OF FILE NUMBER B enson, Robert L 21 - 04 - 0311 ESTATE OF .... _AiL_ICE MARIE BENSON No ........... lf9 ............ of I)ECRE£ AND NOB,', to wi::__ff~Off__"_~_,_e_~._/_?_, 19_&~:_, the account in this case having bee~ flied and confirmed nJsi and having been examined and audited by the Court, upon consideration thereof it is decreed that the acconnt be confirmed absolutely, and that the assets in the hands of the accotmmnt, to wit:$~_~9~be paicl and distributed in accordance with the schedule of distribution hereto attach- ed and made part hereof, unless exceptions are filed within ten days. Attest: ('] fl) O"\t-' O 0 , ....... Judge Rc;d Estate J~'t~r~d [Or ilqSlr b.t ,) ~--$- - - ........ ($ubjec: to Liens of Record, if any) TO: Robert L. Benson (FullandCompleteDescriptionofRealEstateandAddress°fDisu'ibutecs) ALL that certain parcel of land situate in Springhill Township, Fayette County, pennsylvania, bounded and described as follows: B~GINNING gt southeast corner of land of Fairmont, - Railway Co. and intersection of same with ].ands Morgantown and Pzttsbu~gh_ . . ~ ~- ~-~o ~ latter and bv "Sand ~ormerly of Jacob Conns heirs, nnenc~ ~y.l~V~o ~ ~=~ = ~ ~i ....... ~ pring Road" approximately one hundred and zz~teen t~ zee~-~o ~=~ ~ said lands; thence by same approximately two hundred and forty-four (244) feet to intersection with line of land now or formerly of James Davis, being center of a private alley; thence by said land and alley approximately three hundred (300) feet to point in line of land Of Fairmont, Morgantown and Pittsburg Railway Co., aforesaid, being center of public road and distant from center line of main track of said railway, seventy-five (75) feet as measured at right angles with center line of same; thence with said public road and parallel with said railroad to place of beginning, CONTAINING eight tenths (.8) of an acre, more or less. BEING Parcel SECOND in a deed from James W. Emery et al. to Earl Benson and Marie Benson, his wife, dated the 2nd day of NOvember, ~9h5, and to be recorded. The said Earl Benson died on May q3, q9~9, leaving Marie Benson, as the surviving tenant by the entireties. The said Marie Benson died on the 2~st day of February, testate, and by her Will duly probated on the 25t~ day of February, ~9~5, Robert L. Benson and James E. Benson, were named and qualified as Executors of her Will. ALL that certain lot of land lying on the Easterly side of Grassy Run and bounded on the Southerly and Easterly sides of either the public road or lands now and formerly of Charles F. Conn and H. M. Burchinal, containing one-quarter of an acre, more or less. BEING the Same parcel of ground conveyed to J. E. Benson and Marie Benson, his wife, by deed of H. M. Gans, dated the 26th day of May ~938, and recorded in the Recorder of Deeds Office of Fayette County, Pennsylvania, ~n Deed Book Vol. 548, Page 30~. The said J. E. Benson died on the q3th day o May q9h9, leaving Marie Benson, as the surviving tenant by the entireties. The said Marie Benson died on the 2qst day of February, q985, testate, and by her Will duly probated on the 25th day of February q985, Robert L. Benson and James E. Benson were named and qualified as Executors of her Will. I, JOHN V. SCHROYER, Clerk of the Orphans' Court Division of Fayette County, Pennsylvania, do hereby certify the foregoing to be a true and correct copy of the Decree of said Court, insofar as it relates to the awarding of the real estate of said decedent, and that no exceptions to said Decree have been filed. IN TESTIMONY WHEREOF, I have hereunto set my hand and affixed ,/.~,,-~da~ A.D. 19 88. said Court, this CLERK wlthi~ named zi:e ~ ...... " of the / 70,5-,5- STATI~ OF' PENNSYLVANIA OOUNTY Of FAYETTE Recorded on_ February 19~ A,D. !9. 88 in 1he Recorders Office in_ Record Book 3g7 -Page. 227 , Given Und--~- my hand and the seal of said office this day written. ._OM/~Z~4~.~.,,/.4,¢,¢,./ Recorclerof Deeds Attest:t ~ /q r-, ~'xr'- o, /x ....... ....... Clerk '--' Judge ******AUTO**MIXED AADC 150T401 PI BENSON ROBERT L 12 MARY AVE MECHANICSBURG PA 17055-9717 Mailing Date: July 1. 2002 Fayette County Board of Assessment 61 East Main Street Uniontown PA 15401-3514 Office Hours Monday - Friday 8:00 AM -4:30 PM Phone: 724-434-5030 Location: LR26080-GANS Land Data: 1.05 AC Land Use: RESIDENTIAL Parcel N umber: 36-18-0108 Municipality: SPRINGHILL TWP Notice of Assessment This is not a tax bill The assessed value listed below is computed at 100% of Market Value for Tax Year 2003. This is computed using a Base Valuation Date of September 1,2001. Old $290 New $1,260 Pennsylvania Assessment Law requires that ail real estate be assessed for local tax purposes. This valuation is the first step in the process. The second step is taken by your local taxing authority when budgets are set and millage rates determined. If you feel the valuation stated above is not correct as shown, you may file an appeal with the Board in accordance with Purdon's Pennsylvania Statutes, Title 72, Section 5453.701 © (2). The deadline to file such an appeal is July 31st. You may obtain appeal forms and copies of the Rules & Regulations governing appeals from the Fayette County Assessment Office or by visiting the website www.favetteprope~v.org All appeals must be filed with the Board of Assessmcnt on or before the above listed date. This revaluation program is intended to correct any prior inequities and to assure that each property owner be obligated to pay only his/her fair share of real estate taxes. No action is necessary if you agree with the new valuation listed above. However, if you can substantiate a claim that your property has been appraised at a rate higher or lower than its Fair Market Value, you may request an appeal form as stated above. If you choose to file such an appeal, you will be notified by certified mail of a hearing date. To request an appeal form, please call 7~-4-4.>4-~030, or you may download an appeal form from the intemet site, www.favettepropertv.orv ','No. 3690371 I ICE~TONU~ ' ' 'DAY- , "Y~R , ISSOINGAGENT{P~NTNAME~ "-'' AG~NTNO~ . - NOTE. If ~-co-purcha~ser othe¢than'~r spouse'is listed and you wa~t the title to be listed as "Joint Ten-ants W th . . Survivorship, (On.de~th of 'owner, titlegoes.tosu-rv~ngowner.) CHECKH~RE Othe~wse t~title wd~ ~e.,ssued as Tenantsln Oommon" (On death of one owner, interest of deceased owner ~sto h s/he'r he rs or 3400 Har~zdale Or. CAIvlP HILL, FA. ~7011 Phone: (717) 761-0600 STOCK NO PLEASE ENTER MY ORDER FOR THE FOLLOWING YR MAKE MODEL TYPE COLOR NAME TRIM I MILEAGE MODEL TYPE IPHONE PRICE OF VEHICLE EL¢, .o EX . MILEAG.c LIENHOLDER ONE ADDRESS ISPOKE WITH DATE - TIME Cash Price of Vehicle & Accessories PAY OFF AMT TIL ACCT. ~ Sales Tax TITLE TRANSFER AGENT j ADDRESS DEDUCIBLE Documentary Fee Pa Trans. Assr. T a×F DLR I PA Online Comments [~ FACTORY WARRANTY - The factory warranty ¢onrtrtute$ a of [ne warran es wit 'espec o he sele of this temhtems The seller 3ereby expressly disclaims a warrant es. either expressed er Total Price ImP#ed Including any ~mpl~eo warranty of merchantabi ty or fitness far a partiCUlar DUrDOSe and the that may occur in the vshlcla. Verrf,cau¢. Net Trade-In Aflowan SIGNATURE X CR# USED CAR CONTRACTUAL DISCLOSURE STATEMENT -- THE INFORMATION YOU SEE ON THE WINDOW FORM FOR THIS VEHICLE IS Cash on Delivery PART OF THIS CONTRAC% INFORMATION ON THE WINDOW FORM Tr.~ + ~'"°'~' + "o~,~,~ = Total clown Paymen OVERRIDES ANY CONTRARY PROVISIONS IN THE CONTRACT OF SALE. Unpaid Balance of Total and as of the date hereof comprises the complete and exclusive s a ement of the erms of agreement relating to the subject malters covered hereby Thts orde sh of this order 8~cknowtedges thst he has read its terms and conditions 8.nd has rl~Urcrla~ceive¢ a'~'~e copy of this order 3690374 ~ ~ .. , i~ . ' ~ o : -puroh~,~eF other than your spouse is'listeU a-nd you wanf the ti ~Q R~ght o~ Survivorsh p On death of one owner *;*,- ~z- . - . . ~ ~ ~wdlbe[ssuedas Tenants mOommon,, Ondeathof . ...... jng~n~r.)CHEC~HERE~.Otherw~se, thette re I~ 1 MESSENGER NUMBER: 3. APPUCANT'S COPY/TEMPORARY REGISTRATION [VALID FOR 90 DAYS) Memo To; Attorney Susan Lederer Wanet~ Ben.son 4/16/2004 Title to 1976 Ford 150 Supercab Truck have received the truck VIN F158KC33629. The title, #28049509402 was signed over to me in exchange for removing it from the premises. No money was given for the truck. Name Date Wanted; Junk cars, wuck.~, m ,~.m.~ cam. pers. J_u~t call cma I w,I haul away for ~fre~. 582.'4049, 226-2739. 4/7p LEGAL INV DATE YOUR E-MAIL ADDRESS NAME EVROLET INC 3400 Hartzdale Dr. CAMP HILL, PA. 17011 C~TY STATE ZIP Phone: (717) 761-0600 PHONE [ PHONE [ STOCK NO J SALESMAN . I DEL. DATE RES , ' BUS I I 20 ~tCE OF VEHICLE PLEASE ENTER MY ORDER FOR THE FOLLOWING D NEW or [~ USED [] DEMO ~ CAR ~TRUCK []OTHER USE DATE- TIME Cash Price of Vehicle & Accessorie~ REGISTRATION TITLE TRANS,ER ENO AGENT I PHONE - - . Pa Trans. Asst. Tax ADDRESS ! DEDUCTIBLE . r ,- PA Online DLR ~"~'FACTORY WARRANTY- The factory ...... ty cons/ ..... he wa ant,es with respect to tho ]-"~' '~(.~ -~ [~ASIS-T~l,smotorveh,cl ..... Id"ASIS' wlthoutany ...... ye her expressed or im lil~l~,~ctT~ ( '~ 'Le~ Payof~<~. ~.~.-., that may ....... the ~,n,~,~ ~42; ¢' ,~ ..... Net Trade-In Allowance I USED CAR CONTRACTUAL DISCLOSURE STATEMENT Cash onDelivery:re '' THE INFORMATION YOU SEE ON THE WINDOW FORM FOR THIS VEHICLE IS CERTIFICATE OF AWARD OF 1NUlqlBER TO AN UNDOCUlqlI{NTI~D VESSI~L NO.(S) AWARDEO [tober% I,. [Jenson T~ox Gm~s~ ennsylvania Gas ~creW P.teas~'e 10-29-59 gr. Louis, Missouri J.W. ve $ Zn SUSQUEHANNA 1VLSdtINE SURVEYS HARRISBURG, PA. 17112 Tel: (717) 652-4144 Robert P. Stefanowicz, AMS SOCIETY OF ACCREDITED MARINE SURVEYORS, ACCREOITED 3/L,!RJNE SURVEYOR U.S. SURVEYOR ASSOCIATION, CERTIFIED MASTER lvlAPdNE SURVEYOR SCOPE OF ESTATE APPRAISAL SURVEY The purpose of this survey inspection is to determine, as much as possible within limitations of physical and visual accessibility, without the use of evasive or destructive means or methods, the condition of the subject vessel's structure, systems, cosmetics, levels of compliance with currently applicable mandatory and voluntary standards, and other industry standards and common practices. The survey of the marine vessel is based solely on a careful visual inspection of all accessible portions of it's structure and available equipment. Only the external condition of the electrical wiring, connections and systems installations will be inspected. Attention to compliance with electrical standards is critical to avoiding conditions which will lead to fires, explosions and personal injury or death. Estate appraisal surveys are performed to gather just enough information to justify a fair value of a marine vessel. The Federal Rules and Regulations for Recreational Boats, published and promoted by the United States Coast Guard, the Standards and Recommended Practices For Small Craft, published and promoted by the American Boat and Yacht Council (ABYC), and the recommendations of the National Fire Protection Association (NFPA), Section 302, provide some of the reference bases for the surveyor's recommendations where applicable. The forgoing commentary on the scope of the survey process and it's limitations is designed to give the purchaser of this service some insight about what can or cannot be expected fi.om the estate appraisal survey inspection ora marine vessel Further qualification remarks may be found in the body of this survey report as may be required with reference to a specific part of the marine vessel or it's equipment. ~TRODUCT10~ The estate appraisal survey inspection of the marine vessels as listed in the body &this report were made as they were hauled and laid in their trailers for inspection of the vessels. The estate appraisaI survey inspections were made at the estate property on April 15, 2004. No reference or information should be construed to indicate any of the following: 1..Evaluation of the internal condition of the single engines 2..Electronic compliance with manufacturer*s published specifications. 3. Actual seaworthiness due to no seatriaI or machinery survey This survey represents the unbiased opinion of the undersigned, but it is not to be considered a warranty either specified or ~mplied. This marine vessel was inspected for basic compliance with the American Boat and Yacht Council and National Fire Protection Association standards and for the Certified Federal Requirements of the U.S. Coast Guard The use of the word "appears" is intended to indicate that a close or complete inspection was not possible or it was not deemed appropriate at the time of this survey. The deficiencies and values reported herein reflect the conditions observed at the time and date that this survey was conducted. SUSQUEHANNA MARINE SURVEYS HARRISBURG, PA. 17112 Tel: (717) 652-4144 ROBERT P. STEFANOWtCZ SOCIETY OF ACCREDITED MARINE SURVEYORS, Accre&ted Marine Surveyor U.S. SURVEYORS ASSOCIATION. Master Marine Surveyor PURCHASER: ADDRESS: PHONE NO.: SHORT FORM APPRAISAL Waneta Benson 12 Matw Avenue Mechanicsburg, PA 17055 7 t 7-766-4286 VESSEL VESSEL'S BUILDER: Bob Benson 12 Mary Ave. Mechanicsburg, PA 17055 MODEL NAME: 17 Cabin Cruiser, Project NO. 24 USE: Recreational L.O.A. 16' 10" BEAM 6' 0" DRAFT Approx. 18" WOT N/A FUEL CAPACITY: Approx. 20 US Gals. WATER CAPACITY N/A VESSEL TYPE Cabin cruiser/runabout YEAR BUILT 1958 HULL SERIAL NUMBER N/A HULL CONSTRUCTION Wood, (ext. Fir plywood sides/mahogany t}ames COLOR wh/te ENGINE(S) MAKE Ford MODEL Flat-head V-8 HP 60 ENGINE SERIAL NUMBER(S) N/A NO. OF ENGINES 1 FUEL TYPE Gas NO. OF TANKS 1 ENGINES OR VESSEL REBUILT? N/A DATE TRAILER MAKE N/A MODEL TRAILER VIN NO. CONDITION VESSEL IS LOCATED AT Owner's above address SELLER / BROKER N/A THRU HULLS SEA COCKS SHUT OFF VALVES HOSES...FUEL WATER WIRING BATTERY(IES) BATTERY SWITCH(S) GALLEY CONTENTS HULL DECK ENGINE(S) ENGINE CONTROLS TYPE AND CONDITION OF: Bronze, requires new that meet USCG requirements Bronze, requires unit that meets USCG requirements N/A Non Installed Non installed Requires update to meet USCG requirements Non installed Non installed N/A Good condition Good Condition Not installed, may need to be rebuilt Not installed PAGE 1 OF 2 TYPE AND CONDITION OF; (cont'd.) FIRE EXTINGUISHER(S) N/A SAFETY EQUIPMENT N/A HELM Not installed DRIVE(S) UPHOLSTERY TRIM TABS N/A ELECTRONICS N/A Not installed, may need rebuild Not installed GENERAL CONDITION OF VESSEl, This vessel is in a stored condition, Hull and frames show in aood condition, engine is not installed and running condition is not known RECOMMENDATIONS AND DEFICIENCIES It is recommended that if this vessel is to be placed back into service, that it be restored and ali systems updated to meet the requirements for recreational boats by the United States Coast Guard, the standards and recommendations of the American Boat and Yacht Council and the requirements for fire protection by both USCG and National Fire Protection Association. The engine should be reconditioned and reinstalled as per the manufacturer and as per the requirements of the above mentioned organizations and institutions CURRENT APPRAISED VALUE $ 3500.00 DATE 04-17-2004 This appraisal is valid for only 10 days of this report and does not present as a warranty guarantee either expressed or implied on the condition of this vessel. This short form is used for iudiciaL estate, financial and insurance institutions for appraisal information only. I hereby state that the above information is made available to the best of my knowledge and without prejudice to any parties involved with this vessel. Signe~,~' Robcf-t P. S(efanow~-icz,~r~S, MMS. Susquehanna Marine ~,~eys Society of Accredited Marine Surveyors United States Surveyors Association PAGE 2 OF 2 SUSQUEHANNA MARINE SURVEYS HARRISBURG, PA. 17112 Tel: (717) 652-4144 ROBERT P. STEFANOWlCZ SOCIETY OF ACCREDITED MARINE SURVEYORS. Accredited Marine Surveyor U.S. SURVEYORS ASSOCIATION, Master Marine Surveyor PURCHASER: ADDRESS: PHONE NO.: SHORT FORM APPRAISAL Waneta Benson 12 Mary Avenue Mechanicsburg, PA 17055 717-766-4286 VESSEL'S BUILDER: Sears VESSEL MODEL NAME: 61816 L.O.A. 13' 11" BEAM 55.5" FUEL CAPACITY: N/A VESSEL TYPE Utility / Jon HULL SERIAL NUMBER MA24J-000236 HULL CONSTRUCTION Aluminum ENGINE(S) MAKE N/A MODEL N/A ENGINE SERIAL NUMBER(S). N/A NO. OF ENGINES N/A FUEL TYPE ENGINES OR VESSEL REBUILT? N/A TRAILER MAKE N/A TRAILER VIN NO. VESSEL IS LOCATED AT USE: Recreational DRAFT Approx. 03" WGT 132 WATER CAPACITY N/A YEAR BUILT 196? (Actual N/A) COLOR green HP N/A N/A NO. OF TANKS N/A DATE MODEL Owner's aboveaddress CONDITION SELLER / BROKER N/A THRU HULLS SEA COCKS SHUT OFF VALVES HOSES...FUEL WATER WIRING BATTERY(IES) BATTERY SWITCH(S) GALLEY CONTENTS HULL DECK ENGINE(S) ENGINE CONTROLS TYPE AND CONDITION OF: N/A N/A Non Installed Non installed N/A Non installed Non installed N/A Good condition Good Condition Not installed. Not/nstalled PAGE 1 OF 2 TYPE AND CONDITION OF; (com'd.) FIRE EXTINGUISHER(S) N/A SAFETY EQUIPMENT N/A HELM Not instailed DRIVE(S) Not installed, UPHOLSTERY Not installed TRIM TABS N/A ELECTRONICS N/A GENERAL CONDITION OF VESSEL This vessel is in good condition, RECOMMENDATIONS AND DEFICIENCIES No recommendations required CURRENT APPRAISED VALUE $ 200.00 DATE 04-17-2004 This appraisal is valid for only 10 days of this report and does not present as a warranty or guarantee either expressed or implied on the condition of this vessel. This short form is used for judicial, estate, financial and insurance institutions for appraisal information only. I hereby state that the above information is made available to the best of my knowledge and without prejudice to any parties involved with this vessel. Sign~~ Society of Accredited Marine Smweyors United States Surveyors Association PAGE 2 OF 2 Phone # M 114E SPOI~SML:lfS C'0N~Cll0N 711 Harrisburg Pike Dillsburg, PA 1701g Date 432-2147 Address City State Dr. Lic. QUAN. DESCRIPTION PRICE AMOUNT ~ ~ / 2 ¢. - ~GOOD BFAIR - DPOOR r~DS-IN_ .. .: . . ~j / 2.~t~Fee )RIGINALP~ ~ C~O~' ;~ ~NSmROFPR~mOOSLYI~6E*~ mTALmD 9. 10. ~ ~ BE I~ED BY ~ TRANS~R & RENE~ OF PLA~ · {~ 1thru 8) ~OM ~. ,S 'BE,NG' ~S- - ~ .ELATIONSH,P TD APPUCANT VEH,C~ ~RCH~ED .~iGHT ,NFO. ' FGV~ _ IUN~DEN WEIG~ I REQ REG GROSS WT NOTE:?a Do-purchaser otherthah yours¢ouse isfisted and you want thet fie to be sted ~s"Jo' ' ' R ht ' r ......... - I.tTe~ants With .~_ ~Su wvorsh~p (On death ofoqe owner, title goes-to survrv~n owner CHECK HERE ' .' WIll De issued ss "Tenants in Common' (On dea, h of one owner, interest of d~cessed owner ~;~¢~%',;/~:; ~h~r~itlo~ estate). APPUCAN~S COPY/TEMPORARY REGIS~TION (VALID FOR 90 DAYS) °~"^"~°' 6017 717-263-8518 OOqOO ?qltO PNCBANK January 21, 2004 Ms. Waneta Benson 12 Mary Ave. Mechanicsburg, PA 17055 scp RE: Estate of Robert L Benson (Deceased) SSN: 180-26-4937 DOD: 01-04-2004 Dear Ms. Benson: In response to your request for Date of Death balances for the customer noted above, our records show the following: Checking Account Account#5070077532 Est~lish~ 01-01-1979 WANETAIBENSON ROBERTLBENSON DODbalance:$1,038.28+$0.00accmedimerest Savings Account Account#5002043031 Est~lish~ 12-06-1999 ROBERT LBENSON WANETAIBENSON DOD balance: $40,447.17+$10.97a~medinterest IRA Account Account#75100009338 Established 02-20-1998 ROBERT L BENSON DOD balance: $2,747.44 + $5.78 accrued interest Aceounff475300016339 Established 03 -24-2000 ROBERT L BENSON DOD balance: $63,995.31 + $113.28 accrued interest Page I of 2 Account#75100019536 Established 02-02-2001 ROBERT L BENSON DOD balance: $2,348.64 + $1.06 accmed interest Account#75600022260 Established 03-06-2002 ROBERT L BENSON DOD balance: $2,198.09 + $9.73 accrued interest For beneficiary information please call 1-888-PNC-IRAS Safe deposit box The decedent maintained safe deposit box #712. It was in two names. ROBERT L BENSON WANETA I BENSON It is located at: MECHANICSBURG 2 EAST MAIN STREET MECHANICSBURG PA 17055 717-691-4035 Please note that this office only provides date of death balances for deposit accounts (IRAs, 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 (1-888-762-2265) or stop by your local PNC Bank branch office. Erica L Schlegel PNC Decedent Reporting Firstside Center 500 First Ave, 4th F1 CIF Pittsburgh PA 15219-3128 1-800-762-1775 Member FDIC Page 2 of 2 LOOK ~OR US. WE'LL GET YOU THERE. 1/15/2004 WANETA I BENSON 12 MARY AVE MECHANICSBURG PA 17055 The information which you requested on the account(s) of ROBERT L BENSON (Social Security Number 180-26-4937) is/are as follows: Account Number Class of Account Date Opened Principal Balance Accrued Interest Balance at Date of Death Account Ownership Name of Joint Owner, if any Date Ownership Was Established Account Number Class of Account Date Opened Principal Balance Accrued Interest Balance at Date of Death Account Ownership Name of Joint Owner, if any Date Ownership Was Established 100362326 9600009019 CHECKING RETIREMENT 050802 032903 5305.37 3611.56 .08 1.23 5305.45 3612.79 JTO SOLE WANETA BENSON 050802 032903 Additional Information Requested SENIOR SERVICES 1LEP. ~0. Box 171t, HARRI~BUR6, PENNSYLVANIA J710~-i71J M&TBank 499 Mitche Road, M sboro, DE 19966 Mail Code DE-MB-I2 Susan E. Lederer Attorney At Law 4811 Jonestown Road Suite 226 Harrisburg, PA 17109 Phone (888) 502-4349 Fax (302) 934-2955 April 12. 2004 Re: Estate of: Robert L. Benson Social Securitv: ]80-26-4937 Date of Death: January 4, 2004 Dear Ms. Lederer: Per your inquiry dated April 5, 2004, please be advised that at the time of death, the above-named decedent had on deposit with this bank the following: 1. Type of Account Account Number Ownership (Names Opening Date Balance on Date of Death Accrued Interest (prior) Total Balance on Date of Death AccruedInterest (aJ~er) Total IRA 035004201815022 formerly 87006167102627 Robert £ Bermon duunita Benson, Benqficiary 01/13/95 $63,148.74 $ 944.63 Please be advised there was no safe deposit box found for the above decedent. For further account information, closures and/or reimbursement of funds, etc. please call the Inner Harbor Office # 410-783-0084. Sincerely, Nancy Clagett Records Management ROBERT G HARTMAN &ASSOCIATES A"J~N: DANIEL HARTMAN PERSONAL & CO NPIDENTIAL ROBERT BENSON 12 MARY AVENUE MECHANICSBURB PA 17055-9717 ROBERT G ItARTMAN & ASSOCIATES INC R Plan ID: 456456456-I 10515050 DateofHire: 06/17/91 PlanEntry: D1/0~/99 Your Account Overview for January 2, 2004 -January $48,434.09 5, 2004 Forths Peffod Fer~be Year Beginnin§ Balance $4~,612.74 $4~,612.74 Con~'ibu~ons Employee: EieclJve Deferral 0.00 0.00 Employer: Matching 0.OD O.OD Total Contributions $~.00 $0.00 Wl/~drawals and Fees 0.00 0.OD Exchange/Ot~er 0.00 0.g0 Change in Value 178.65- 178.65- Ending Balance ~1~,434.09 $4~,434.09 ROW DOES YOUR PORTFOLIO GROW? DIVERSIFICATION IS ONE OF THE KEY INVESTING PRINCIPLES DISCUSSED IN THE LATEST EDITION OF SAVING TODAY. FIND OUT WHY A COMMITMENT TO ASSET ALLOCATION, DIVERSIFICATION, AND REBALANClNG MAY LEAD YOU TOWARD YOUR RETIREMENT GOALS. YOU ARE ALREADY PLANTING THE SEEDS FOR RETIREMENT BY INVESTING IN YOUR RETIREMENT PLAN. NOW GIVE YOUR PORTFOLIO THE POTENTIAL TO GROW. May We Help You ? Please have your p~an ID, Social Securit~ Number, and your Personal Identification Number (PIN) available. [] Retirement information Line Cell us at (800) B54-0647 forautomated Visit us at www.mfs.com ~ FinancielConsultent ERJC D PETTIS phone services 24 hours e day, 7 days e week. Participant Service Representatives are available betvveen the hours of 8:00 am and 6:00 pm eastern time during business days. for interactive retirement planning tools. lNG FINANCIAL PARTNERS, ROBERT G HARTMAN & ASSOCIATES lng R Pla~ ID 110515050 ROBERT BENSON Page 3 of 3 January 2, 2gD4 -,Januar~ 5,2004 Investment Pe TCormance Sumnzary as of March 31, 2004 Visit mfs/:om for the most recent month-end performance results. Market volatilit,/can significantly affect short-term perfurmance, and current performance mat' be Iowar or higher than the perfonnance data quoted. The performance data quoted represents past performance, which is rte guarantee of iatttre results. Investment return and principal value wifl fluctuate, and shares, when redeemed, may he wo~h more or less than their original cost. · Performance results shown for periods prior to the inception of the share class include the performance of the oldest share class of the fund (blended class performance). Performance has not been adjusted to take into account differences in class-specific operating expenses (such as Rule 1 Zb-1 fees). Compared to performance these share classes would have experienced had they been offered for the entire period, the use of blended performance generally results in higher performance for share classes with higher operating expenses than the inhJal share class, and fuwer performance for share classes w~ lower operating expenses than the in,at share class. · Performance results reflect any applicable expense subsidies and waivers in effect during the periods shown. Wi~out such subsidies and waivers the fund's performance resu~ would be less favorable. Please see the prospectus and financial statements for complete detaiis. results are historicaf and assume the reinvesawent of dividends and capital gains. · MFS Funds are dis'~'ibuted through MFS Fund DistTibutor~, inc., 500 Boylston St., Boston, MA 02116. RUN DATE 04/15/2004 MFS Products and Performance Mutual Funds _~c.~l~2_d tJ'{.t.:. 6 ) ~--~ ~,o u Page 1 of infs.¢om logic / regiuter ! home I about mia [ order literature I help M.u.t. ua[F_qn_~s iS.eparat_eAcco, qr~t~ Anr!.ut.eR yVo. iLkD_aq~.R..~Lrem.9~J[ Mutual Funds Prospectuses, Fact Sheet~, Reports Fund Overview Specific Fund Information Performance At A Glance Order Reports or Prospectus Morninqstar Hiqhliqhts Dividend and Capita_LG_ai_n ScheduLe Sales Charges and Pricing MFS® Bond Fund Quotron: MFBFX Newspaper Abbreviation: BondA Daily NAV: ~ USS 12.90 (as of 8/3/04 ) PRODUCT LINK5 · F u_n_d _Pspf [~ · Pedormance · Price History · P_o~rtf_o Lo_Ma~na~qe_me~n_t · Dividends and Caoital Gah!,~ Historical NAV Lookup BacktP Price History SPOTLIGHT --- Fund Number: 11 NAV at close Net Asset Value $ of Trading on: (NAV) 1/2/04 13.05 Enter date for which you wish to obtain a historical NAV for this fund Historical NAV may not be available for all dates, This site is intended for use by .U.~S~..r_e_s d.e. c3ts. if you are not a U.S. resident, please see the t~.,~..s_iLe or _N_oD_-_U.._S~./.~_O.B-U._ K~._~ tff These links br ng you to the respective site for the region indicated and/or tog you out of your personal account, A pr_o..sp_ect_u~ for any MFS product can be obtained from your investment professional. You should read the prospectus carefully before investing as it contains complete information on the fund's investment objective (s), the risks associated with an investment in the fund, the fees, charges, and expenses involved. These elements, as well as other information contained in the prospectus, should be considered carefully before investing. These products are available for sale only within the United States. Priv~ I Prospectuses I Site Map I Site Comments © 2004 MFS investment Management®, MFS® registered investment products are offered through MFS Fund Distributors. Inc., 500 Boylston Street, Boston, MA 02116. 40-4750 http://www.mfs.com/products/funds/info/historicalNAV.j html ?month=01 &day=2&year=2004&portld=209... 8/4/200, MFS Products and Performance Mutual Funds ~C.~-e__~l. ~{-e-~ ~'-~"~ ~3 % Page 1 of Iogin I register] home [ about mt~ I order literature I help j contact ur } ['~&i;c~_~,~ Mutual Funds J Se~0arate Accounts Annuities I Wor~p ace Ret rement RAs C osed End Funds Mutual Funds Proseectuses, Fact Sheets, Reports Fund Overview Specific Fund Information Pedormance At A Glance Order Reports or Prospectus Morninqstar Hiqhliqhts Dividend an¢..._C_a, pital G_a.i_n. S_qhe. cJ.~l.e_ .S aJ.¢.s. ¢~h a rge_~., a, .n.d._ Pr c SPOTLIGHI --, Select Another Fund ~ MFS® Government Securities Fund IA._Shares ....... Quotron: MFGSX Newspaper Abbreviation: GvScA Daily NAY: ~ USS 9.63 (as of 8/3/04 ) PRODUCT LINKS ...""' - Fund_P_ro~f .e · Performan¢_e · Price History · P_ .o_ ~/_o ~o M_a_ o_a ge_ m_ e~n t · Dividends and Caoital Gains Historical NAV Lookup 9ack!o Price Histo~ NAY at close Net Asset Value $ of Trading on: (NAV) 1/2/04 9.70 Fund Number: 26 Enter date for which you wish to obtain a historical NAV for this fund Historical NAV may not be available for all dates. This site is intended for use by U._S.~_r~.s.id~ en_t_s.. If you are not a U.S. resident, please see the .._U,_K.~s..i.t.~ or ~N.o_D:I.I.~/...N_~n~_.U..~_K..,..Aite These links bring you to the respective site for the region indicated and/or log you out of your personal account. A RLQ~e~c_tJ, tS for any MFS product can be obtained from your investment professional. You should read the prospectus carefully before investing as it contains complete information on the fund's investment objective (s), the risks associated with an investment in the fund, the fees, charges, and expenses involved. These elements, as well as other information contained in the prospectus, should be considered carefully before investing. These products are available for sale only within the United States. Privacy Policy I Prospectuses I site Map I Site Comments © 2004 MFS investment Management®. MFS® registered investment products are offered through MFS Fund Distributors. inc., 500 Boylston Street, Boston, MA 02116, 40-4750 http://www.mfs.com/products/funds/info/historicalNAV..jhtml ?month=01 &day=2&year=2004&portld=210... 8/4/200 LAST WII.L AND TESTA~NT I, Robert L. Benson, of the Township of Hampden, County of Cumberland and State of Pennsylvania, being of sound mind, memory and tmderstanding, do make, publish and declare this to be my last Will and Testament, hereby revoking and making void all former wills, codicils and other testamentary dispositions by me at any time heretofore made. t direct my executrix, hereinafter named, to pay as soon as practicable after my decease all my just debts and the expenses of my last illness and burial. I give, devise and bequeath all the rest, residue and remainder of my estate, real, personal and mixed, whatsoever and wheresoever situate, unto my wife, Waneta I. Benson, providing She shall survive me by sixty days. Should my said wife, Waneta I. Benson, predecease me or die on or before the sixtieth [60th) day following my death, then.and in that ~vent, I dispose of my estate as follows: (a) I give and bequeath a sum of money in an amount equal to the unpaid balances due at my death or thereafter in- curred as loans for tuition and room for the final three years of the college education of my daughter, Debra Kay Benson~ unto my daughter Debra Kay Benson. (b) I give, devise and bequeath all the rest, residue and remainder of mM estate, whatsoever and whereso- ever situate, unto my children, Alan Robert Benson, Jodie Lynn Benson and Debra Kay Benson, equally, share and share alike. I hereby nominate, consti%ute and appoint my said wife, Waneta I. Benson, executrix of this my last Will. Should mM wife, Waneta I. Benson, fail to qualify or cease to a~t as executrix, I appoint my son, Alan Robert Benson, executor of this my last Will and Testament. Should my said son, Alan Robert Benson,' likewise fail to qualify or cease to act as executor, I appoint The First Bank and Trust Company, of Mechanicsburg, Pa., executor of this my last Will. I direct that my executrix and her successors, shall not be required to give bond for the faithful performance of their duties in any jurisdiction. IN WITNESS WHEREOF, I, Robert L; Benson, the Testator, have here- unto set my hand and seal to this my last Will and Testament this ~,~ day of ~:,?,~:: ~ , 1988. ' ~/%~'~ "?"¥ "'~'~/~ (SEAL) Si~ed, sealed, published and declered by the above n~ed Robert L. Benson as and for his last Will ~d Testament in the presence of'us, who, at his request, in his presence ~d in the presence of each ozher have here~to subscribed our names as witnesses thereto. ~,~ ! ~ r' ,-~ Register of Wills of Cumberland County, Pennsylvania INVENTORY Estate of Benson, Robert L also known as , Deceased Waneta I. Benson No. 21-04-0311 Date of Death 1/4/2004 Social Security No. 180-26-4937 The Personal Representative(s) of the above Estate, deceased, verify that the items appearing in the following Inventory include all of the personal assets wherever situate and all of the real estate located in the Commonwealth of Pennsylvania of said Decedent, that the valuation placed opposite each item of said Inventory represents its fair value as of the date of the Decedent's death, and that the Decedent owned no real estate outside of the Commonwealth of Pennsylvania except that which appears in a memorandum at the end of this Inventory. k/We verify that the statements made in this Inventory are true and correct, i/We understand that false statements herein are made subject to the penalties of 18 Pa. C. S. Section 4904 relating to unsworn falsification to authorities. Attorney: Susan E. Lederer I.D. No.: 44861 Address: 4811 Jonestown Rd. Suite 226 Harrisburg, PA 17109 Telephono: 717/652-7323 Personal Property Personal Representative Signature: ~ & ~ Waneta I. Benson Signature: Signature: Address: 12 Mary Avenue Mechanicsburg, PA 17055 Telephone: 717-766-4286 Dated: 1989 Dodge Spirit Sedan 4D, titled to Robert L. Benson 1976 Ford 150 Supercab Truck, titled to Robert L. Benson (salvaged) 1996 Ford Fl50 Extend Cab, titled to Robert L. Benson 1958 17 Cabin Cruiser, Project No. 24, (without engine), owned by Robert L. Benson 1960s Sears Utility/Jori rowboat, owned by Robert L. Benson Mossberg 46B 22 LR (gun), owned by Robert L. Benson Springfield 1898 30/40 Kraig (gun), owned by Robert L. Benson Savage 99 (gun), owned by Robert L. Benson Winchest 37 12 Gauge (gun), owned by Robert L. Benson Stevens 5100 12 Gauge (gun), owned by Robert L. Benson 250.00 0.00 7,000.00 3,500.00 200.00 60.00 325.00 275.00 75.00 40.00 (Attach additional sheets if necessary) Total Personal Property and Real Estate $20,485.00 Register of Wills of Cumberland County, Pennsylvania Estate of Benson, Robert L also known as INVENTORY continued , Deceased No. 21-04-0311 Date of Death 1/4/2004 Social SecurityNo. 180-26-4937 1930 Reo Antique Automobile, titled to Robert L. Benson (sold 8/26/2004) 7,500.00 Total Personal Property $19,225.00 2 Estate of also known as Register of Wills of Cumberland County, Pennsylvania INVENTORY oontinued Benson, Robert L No. 21 - 04 - 0311 , Deceased Date of Death 1/4/2004 Social Security No. 180-26-4937 Real Estate Lot located in Springhill Township, Fayette County, LR26080-GANS, Parcel # 36-18-0108, titled to Robert L. Benson (assessed value $1,260.00 X common level ratio factor of 1.00) 1,260.00 Total Real Estate $1,260.00 3 BUREAU OF ZNDZVZDUAL TAXES ZHHERZTANCE TAX DTVTSTON PO BOX 180601 HARRTSBURG, PA 17118-0601 COMMONNEALTH OF PENNSYLVANZA DEPARTMENT OF REVENUE NOT/CE OF /NHERZTANCE TAX APPRA/SEHENT, ALLO#ANCE OR DZSALLO#ANCE OF DEDUCTIONS AND ASSESSMENT OF TAX RE¥-1S¢7 EX &FP (09-0¢) SUSAN E LEDERER S E LEDERER LAN OFCS q811JONESTONN RD 226 HaS PA 17109 DATE 11-15-200~ ESTATE OF BENSON DATE OF DEATH 01-0~-200~ FZLE NUMBER 21 0~,-0511 COUNTY CUMBERLAND ACN 101 I Aaoun~ Reai~c~ad ROBERT L MAKE CHECK PAYABLE AND REMZT PAYMENT TO: REGZSTER OF NZLLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17015 CUT ALONG THZS LZNE ~- RETAZN LONER PORTZON FOR YOUR RECORDS ~ DZSALLONAHCE OF DEDUCTZONS AND ASSESSMENT OF TAX ESTATE OF BENSON ROBERT L FZLE NO. 21 0~-0511 ACN 101 DATE 11-15-200~ TAX RETURN ~/AS: (X) ACCEPTED AS FZLED ( ) CHANGED RESERVATZON CONCERNZNG FUTURE ZNTEREST - SEE REVERSE APPRAZSED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. Real Es~a~a (Schedule A) (1) 2. S~ocks and Bonds (Schedule B) (2) $. Closely Held S~ock/Par~nership Zn~aras~ (Schedule C) ($) 4. Mortgages/No,as Receivable (Schedule D) (4) $. Cash/Bank Daposi~s/Hisc. Personal Propar~y (Schedule E) (5) 6. Jointly Owned Propar~y (Schedule F) (6) 7. Transfers (Schedule G) (7) 8. To,al Asse~s APPROVED DEDUCTZONS AND EXEMPTZONS: 9. Funeral Expenses/Ada. Cos~s/Hisc. Expenses (Schedule H) (9) 10. Dab,s/Mortgage Liabili~ies/L/ans (Schedule I) (10) 11. To,al Deductions 12. Ne~ Value of Tax Re~urn 15. 14. NOTE: 1~Z60.00 .00 .00 .00 191225.00 .00 18715~5.82 (B) 10,195.5R Char/~abla/Govarnman~al Bequests; Non-alack:ed 9115 Trus~cs (Schedule J) Ne~ Value of Es~a~ca Subjec~ ~o Tax Zf an assessment was issued previously, 11nes 1~, 15 and/or .00 NOTE: To insure proper crad/~ ~o your account, subm/~ ~ha upper portion of ~his form ff/~h your ~ax payment. Z08,050.82 (11) 10.105.5~ (12) 197,855.28 (15) . O0 (~4) 197,855.28 16, 17, 18 and 19 will reflect figures that include the total of ALL returns assessed to date. (15) 197,855.28 x O0 = .00 (16) .00 x 0~5= .00 (17) .00 x 12 : .00 (18) .00 x 15 : .00 (19)= . O0 ASSESSMENT OF TAX: 15. Aaoun~ of L/ne 14 a~ Spousal ra~e 16. Aaoun~ of L/ne 14 ~axabla a~ L/neal/Class A ra~e 17. Aaoun~ of Line 14 a~ Sibl/ng ra~a 18. Aaoun~ of Line 14 ~axable a~ Collateral/Class B ra~a 19. Principal Tax Du~ TAX CREDZTS: ' PAYHENT ; R[C[ZPT I DATE NUNBER ZF PAZD AFTER DATE [NDZCATED, SEE REVERSE FOR CALCULATZON OF ADDZT/ONAL ZNTEREST. AMOUNT PAZD OISCOUNT ZNTEREST/PEN PAZD (-) TOTAL TAX CREDZT .00 BALANCE OF TAX DUEI .00 ZNTEREST AND PEN. . O0 TOTAL DUE . §0 ( ZF TOTAL DUE IS LESS THAN $1~ NO PAYHENT TS REI;)UZRED. TF TOTAL DUE TS REFLECTED AS A 'CREDZT' (CR)~ YOU NAY BE DUE A REFUND. SEE REVERSE STDE OF TH/S FORH FOR INSTRUCTIONS.) RESERVATION: Estates af decedents dying on or before December 1Z, 19BI -- if any future interest in the estate is transferred in possession or enjoyment to Class B (collateral) beneficiaries of the decadent after the expiration of any estate for life or for years, the Comaanaealth hereby expressly reserves the right to appraise and assess transfer Inheritance Taxes at the lawful Class 8 (collateral) rate an any such futura interest. PURPOSE OF NOTICE: PAYNENT: REFUND (CR): OBJECTIONS: ADNIN- ISTRATIVE CORRECTIONS: DXSCOUNT: PENALTY: INTEREST: To fulfill the requirements of Section ZlqO of the Inheritance and Estate Tax Act, Act ZS of ZOOB. (TI P.S. Section 9lqO). Detach the top portion of this Notice and submit with your payment to the Register of Hills printed on the reverse side. --Hake check or money order payable to: REGISTER OF NILLS, AGENT A refund of a tax credit, which was not requested on the Tax Return, may be requested by completing an "Application for Refund of Pennsylvania Inheritance and Estate Tax" (REV-IS15). Applications ara available online at www.ravenua.state.pa.us, any Register of Hills or Revenue District Office, or from the Department's Z~-hour ansaering service for forms orders= 1-800-56Z-lOS0; services for taxpayers with special hearing and/or speaking needs= 1-800-~?-~OZO (TT only). Any party in interest not satisfied with the appraismant, allowance or disallowance of deductions or assessment of tax (including discount or interest) as shown on this Notice may object within 60 days of the date of receipt of this notice by filing one of the following: A) Protest to the PA Department of Revenue, Board of Appeals. You may object by filing a protest online at waw.boardofappeals.state.pa.us on or before the expiration of the sixty-day appeal period. In order for an electronic protest to be valid, you must receive a confirmation number and processed date from the Board of Appeals website. You may also send a written protest to PA Department of Revenue, Board of Appeals P.O. Box Z810Z1, Harrisburg, PA 171ZB-10Z1. Petitions may not be foxed. B) Election to have the matter determined at the audit of the account of the personal representative. C) Appeal to the Orphans' Court. Factual errors discovered on this assessment should be addressed in writing to: PA Department of Revenue, Bureau of Individual Taxes, ATTN: Post Assessment Review Unit, P.O. Box Z80601, Harrisburg, PA 171Z8-0601 Phone (717) 787-6505. See page 5 of the booklet "Instructions for Inheritance Tax Return for a Resident Decedent" (REV-150I) far an explanation of administratively correctable errors. If any tax due is paid within three (5) calendar months after the decedent's death, a five percent (SX) discount of the tax paid is alloaad. The leg tax amnesty non-participation penalty is computed on the total of the tax and interest assessed, and not paid before January 18, 1996, the first day after the end of the tax amnesty period. This non-participation penalty is appealable in the same manner and in the the same tiao period as you would appeal the tax and interest that has been assessed as indicated on this notice. lntersst is charged beginning ~ith first day of delinquency, or nine (9) months and one (1) day from the date of death, to the date of payment. Taxes which became delinquent before January l, 198Z bear interest at the rate of six (BI) percent per annum calculated at a daily rate of .O0016q. A11 taxes ahich became delinquent on and after January l, 1982 will bear interest at a rate ahich will vary from calendar year to calendar year with that rate announced by the PA Department of Revenue. The applicable interest rates for 198Z through ZOOq are: Interest Daily Interest Daily Interest Daily Year Rate Factor Year Rate Factor Year Rate Factor ['~ lOX .0005q8 ~'~-1991 Ill .000501 ~ 9X .OOOZq7 1985 162 .000~$8 199Z 9Z .OOOZq7 ZOOZ 6Z .O0016q 198q 112 .000301 1993-199q 72 .00019Z ZO0~ 5X .000137 1985 13Z .000556 1995-1998 92 .O00Zq7 ZOOq qZ .000110 1986 102 .O00Z7~ 1999 7X .00019Z 1987 IOZ .O00Z7q ZOO0 7Z .00019Z --Interest is calculated as follows: INTEREST = BALANCE OF TAX UNPAID X NUHBER OF DAYS DELINgUENT X DALLY INTEREST FACTOR --Any Notice issued after the tax becomes delinquent alii reflect an interest calculation to fifteen (IS) days beyond the date of the assessment. If payment is made after the interest computation date shown on the Notice, additional interest must be calculated. Cumberland County - Register Of Wills One Courthouse Sq~are Carlisle, PA 17013 Phone: (717) 240-6345 Date: 12/16/2005 BENSON WANETA I 12 MARY AVENUE MECHANICSBURG, PA 17055 RE: Estate of BENSON ROBERT L File Number: 2004-00311 Dear Sir/Madam: It has come to my attention that you have not filed the Status Report by Personal Representative (Rule 6.12) in the above captioned estate. As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES, NO. 103 SUPREME COURT RULES DOCKET NO.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: 1/04/2006 Your prompt attention to this matter will be appreciated. Thank You. ';;:;:~~ GLENDA FARNER STRASBAUGH REGISTER OF WILLS cc: File Counsel Judge \(:v December 22, 2005 Register of Wills Cumberland County Courthouse 1 Courthouse Square . Carlisle, P A 17013 RE: Estate of Robert L. Benson Date of Death: 01104/2004 File Number: 00311~Cf\ Dear Register of Wills: Enclosed please find one (1) original and one (1) photocopy of the Status Report Under Rule 6.12 for the Estate of Robert L. Benson, File No.00311-2005. Upon filing the original, please time/date stamp the photocopy and return it to my office using the envelope provided. Thank you for your assistance. If you need further information in this matter, please contact me. Very truly yours, ~~ Susan E. Lederer Enclosures 4811 Jonestown Road. Suite 226 . Harrisburg, PA 17109 . Phone 717.652.7323 . Fax 717.652.7340 . susan@ledererlaw.com www.ledererlaw.com STATUS REPORT UNDER RULE 6.12 Name of Decedent: ROBERT L. BENSON Date of Death: 1/4/2004 Will No. 2004-00311 Admin. No. Pursuant to Rule 6. 12 of the Supreme Court Orphans I 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 No X 2. If the answer is No, state when the personal representative reasonably believes that the administration will be complete: \...0 \~ hIli 0, --s;:-~ \..'0 ~ 0 t1+h I", 3 . If the answer to No. I is Yes, state the following: a. account with the Court? Did the personal representative file a final Yes No X b. The separate Orphans I 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 may be attached to this report. Date: 12/22/2005 ..,~ ~___1~ Signature Susan E. Lederer. ESQ. Name (Please type or print) 4811 Jonestown Road Harrisburg PA 17109 Address ( 717 ) 652- 7323 Tel. No . Capacity : Personal Representative X Counsel for personal representative ~-t Cumberland County - Register Of Wills One Courthouse Square Carlisle, PA 17013 Phone: (717) 240 - 6345 Date: 12/06/2005 LEDERER SUSAN E 4811 JONESTOWN ROAD SUITE 226 HARRISBURG, PA 17109 RE: Estate of BENSON ROBERT L File Number: 2004-00311 Dear Sir/Madam: It has come to my attention that you have not filed the Status Report by Personal Representative (Rule 6.12) in the above captioned estate. As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES, NO. 103 SUPREME COURT RULES DOCKET NO.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: 1/04/2006 Your prompt attention to this matter will be appreciated. Thank You. Sincerely, ~_L~MJ~ GLENDA FARNER STRASBAUGH REGISTER OF WILLS cc: File Personal Representative(s) Judge ~1/ STATUS REPORT UNDER RULE 6.12 Name of Decedent: ROBERT L. BENSON Date of Death: 1/4/2004 Will No. 2004-00311 Admin. No. Pursuant to Rule 6.12 of the Supreme Court Orphans' Court Rules, I report the following with respect to completion of the administration of the above-captioned estate: 1 . State whether administration of the estate IS complete: Yes No X 2 . If the answer is No, state when the personal representative reasonably believes that the administration will be complete: unknown 3. If the answer to No. 1 is Yes, state the following: a. account with the Court? Did the personal representative file a final Yes No X 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 may be attached to this report. Date: 12/22/2005 ~(. ~l~ Signature Susan E. Lederer, Esa. Name (Please type or print) 4811 Jonestown Road Harrisburg PA 17109 Address ( 717 ) 652- 7323 Tel. No. Capacity: Personal Representative X Counsel for personal representative \ t\ :2\ ild 92 J3G quul QfJ'- I .iJL.-/ Susan E. Lederer December 21, 2006 Register of Wills Cumberland County Courthouse 1 Courthouse Square Carlisle, P A 17013 RE: Estate of Robert L. Benson Date of Death: 01104/2004 File Number: 00311-2005 Dear Register of Wills: Enclosed please find one (l) original and one (1) photocopy of the Status Report Under Rule 6.12 for the Estate of Robert L. Benson, File No.00311-2005. Upon filing the original, please time/date stamp the photocopy and return it to my office using the envelope provided. Thank you for your assistance. If you need further information in this matter, please contact me. Very truly yours, ~~ Susan E. Lederer Enclosures I L. ."1 'i :Cl q;> ....." G~-" oo'q;", :.JI ( ";!!J.( V_IV hUi. "-"......:'-) 4811 Jonestown Road. Suite 226 . Harrisburg. PA 17109 . Phone 717.652.7323 . Fax 717.652.7340 . sllsan((/1lcdercrlaw.com www.ledererlaw.com STATUS REPORT UNDER RULE 6.12 Name of Decedent: ROBERT L. BENSON Date of Death: 1/4/2004 Will No. 2004-00311 Admin. No. Pursuant to Rule 6.12 of the Supreme Court Orphans' Court Rules, I report the following with respect to completion of the administration of the above-captioned estate: 1 . State whether administration of the estate is complete: Yes X 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. account with the Court? Did the personal representative file a final Yes No X 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 may be attached to this report. Date: 10/24/2007 ~~f,'~ Signature Susan E. Lederer. Esa. Name (Please type or print) 4811 Jonestown Road Harrisbura PA 17109 Address ( 717 ) 652- 7323 Tel. No. Capacity: Personal Representative X Counsel for personal representative " '--~ - \.~' Q i . .., \ J l_~~_ -,....~ .:... " L' v .e". $1,.- " 'c. ~