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HomeMy WebLinkAbout04-0367Register of of Cm BERL: , TD County, Pennsylvania PETiTiON FOF GF;ANT OF LETTERS Estate of l~]~-.h ~- rpravar aisc known as Of Cumberland County. Pennsylvania .Debased Peaaoneqsl, wn-o is/are 18 ye%m ct age or c~aer, a,op~y(ies} ~ (COMPLETE 'A' OR 1~' BELOW:) No. Social Security No. 176-07-8606 A. Probate and Grant of Letters Testamentary and aver that Petitioner(s) is/az[the execut OX' named in the last Will of the Decedent, dated Feb. 21, 1 9 7 8 and cod~l(s) dated N/A ~ mlmm~ amurmtmlee~, e.g., mnun~a~t~l, dee,lit at aza~a[, el~ Except as follows, Decedent did not many, was no! divorced, and did nat have a child born or adopted after execution of the documents offered far probate; was not the victim of a killing and was never adjudicated incompetent: [] B. Grant of Letters of Administration Petitioner(s) a~r a pmpm seth ~a~ as~ ~at D~nt le~ no ~11 ~d was ~u~by the following spgU~ (if a~) ~d heir: i: I r,3Residence (DO ;; Name Reimianship (COMPLETE IN ALL CASES:) Al~actt a~l,~aonaJ shee~ if necessary. Decedent was domiciled at dealh in Cumberland orp,~ncip~lrssidencaat 100. Mt. Annen Dr., Mechanicsburqr PA 17055 (li~ m~'eeL numeer and mmidpal,~y) Decedent, then 85 years of age, died Eeb. tS,2004 .~x , aHeesiah Village. Upper (Loca~on) Decedent at death owned propertY, with estimated vaJuas as follows: (If domiciled in PA) All pessonal property $ $ 50, 000.00 (If not domiciled in PA) Pe~sona~ property in Pennsylvania $. (If not domiciled in PA) PersonaJ property in County $. Value of mad estate in Pennsylvania County, Pennsylvania, wi~er last family Allen' situated as follows: Wherefore. Petitioner(s) respectfully request(s) the probate of the last Will and Codicil(s) presented wiffi this Petition and the grant of letters in Ihe appropriate form to the undersigned: Sicjnatum I Ty~ampnntednameandms~n~ ~ay ~. UyK~ ~30 Hill N Dale Drive York Haven, PA 17370-9777 Form #RW-1 Page I cf 2 Prepared by ~e Pennsylvania Bar AssadatJon lggl Oath of Persona Representative Commonwealth of Pennsylvania Coun'iy of 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 representative(s) of the Decedent, Petitioner(s) will well and truly administer the estate according to law. Sworn to or affirmed and subscribed before me this day of 19 For the Register NO. Estate of Social Secudty No: Date of Death: AND NOW, , 19 , in consideration of the Petition on the reverse side hereon, satisfactory proof having been presented before me, IT IS DECREED that Letters O Testamentary I~ Of Administration OJ~l,' La.; ~e~e ./~; duram~ a~3~et~aa.; oul'a~qle mmonla,~e Deceased are hereby granted to in the above estate and that the instrument(s) dated described in the Petition be admitted to probate and filed of record as the last Will of Decedent. FEES Letters ..................... $ Short Certificate(s) ....$. Renunciation ............ Affidavits ( ) ............. $ Extra Pages ( ) ......... Codicil ...................... $ JCP Fee ................... $ Inventory .................. $ Other ........................ $. TOTAL .............$ Register of Wills Attorney: Marvin Beshore, Esquire I.D. No: PA ~31979 Address: 130 State St., P.O. Box 946 Harrisburg';. PA 17108-0946 Telephone: 717-236-0781 pax: 717-236-0791 Fon'n #RW-1 Page 2 of 2 Prepared by ~ Pennsylvania 8ar Aa.~da~ 1991 Register of Wills of Cumberland County, Pennsylvania RENUNCIATION Estate of Ruth B. Traver also known as late of Cumberland County_. Pennsylvania No. Deceased The undersigned, ~Tane Landis of York County ., hereby renounces the right to administer the estate and respectfully requests that Letters of Administration be issued to Ray E. Hykes Witness my hand this 19th day of March ,2004 Sworn to or affirmed and S,L~_bscribed before me this //~'~'~/ day of ~~--'-~ ,200 .,,~'. Public My_y Commission Expires: ~-;3 Patrlcia A. Gordon, Notary Public Fairview Twp. York County h.!ry Corem ssion Expires July 31, 2005 Member, Pennsylvama Association ct Notaries JAN'E LANDIS (Address) 105,112 REV, 8/88 (FEE FOR THIS CERTIFICATE $200) WARNING: IT IS ILLEGAL TO ALTER THIS COPY OR TO DUPLICATE BY PHOTOSTAT OR PHOTOGRAPH. COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF HEALTH VITAL RECORDS LOCAL REGISTRAR'S CERTIFICATION OF DEATH CERT. NO. T 5556;347 FEB 1 ? 200 . Date of Issue of This Certification Name of Decedent Ruth B. Traver First Middle Sex Female Social Security No. 176-07-8696 Date of Birth Oct. 14, 1918 Birthplace Table Rock, Place of Death Messiah Villa~e Cumberland PA Last Date of Death February 15, 2004 Upper Allen Twp. Pennsylvania White Race Marital Status Widowed Informant Gloria Tomm Name and Address of Funeral Establishment Beaver Faci~iy Name County Occupation Secretary (Mfg.) Decedent's Mailing Address 100 Mt o Number Armed Forces? Annen Drive/P. O. Street Funeral Director City. Borough or Township (Yes or No) No 2015, Mechanicsburg, City or Town State 1705: Louis C. Sibula Urich Funeral Home, Inc,, 305 W. Front St., Lewsiberry, PA Part I: Part I1: Immediate Cause (a) Advanced Alzheimer's (b) (c) (d) Other Significant Conditions I ~ Interval Between17339 ' Onset and Death ?i ' ..:'~ I Manner of Death Natural x~ Homicide [] Accident [] Pending Investigation [] Suicide [] Could not be Determined [] Describe how injury occurred: Name and Title of Certfier James A. Tyndal 1, M. D. (M.D., D.C., Coroner, M.E.) Address 108 Lowther St. Lemoyne, PA 17043 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 StateVitalRec°rdsOfficef°rpermanentfiling'~~r,~.o~5o February 17, 2004 1L~g'~f~i~°r~riV8, Dallasto~, PA 17313 Date Received by Loc~ Registrar Street Address City, Borough, Township LAST WILL AND TESTAMENT OF RUTH B. TRAVER I, RUTH B. TRAVER, of Lewisberry, York. County, Pennsylvan.ia, being of sound mind, memory and understanding, do make, utter and publish this my last will and testament, hereby revoking all former wills by me heretofore made. 1. I order and direct that my Executor, hereinafter named, pay all my just debts and funeral ~xpenses, including inheritance taxes, as soon as conveniently may be done after my decease. 2. I give, devise and bequeath all the rest, residue and remainder of my esta~e, real, personal and mixed, whatsoever and wheresoever situate, of which I shall die seized and possessed, or to which I shall be entitledl at the time of my decease, to my husband, William K. Traver, absolutely. 3. In'the event that my said husband, William K. Traver should predecease me, then I give, devise and bequeath all my furniture,'furnishings, books, silverware, jewelry, pictures, objects of art, automobiles, and all other domestic and household effects and personal goods and chattels, of every nature and wheresoever situate, to my nephew, George Beamer, of Pueblo, Colorado, my niece, Gloria Tomm, of Wellsville, New York, and my nephew, Galen Beamer, Wellsville, New York, in equal shares, In the event that any of the above should predecease me, then I direct that their share shall be added to the shares of the survivors.. 4. In the event that my said husband, William K. Traver should predecease me, then I give, devise and bequeath the sum of Five Thousand ($5,000.00) Dollars to the Masonic Homes, Elizabethtown, Pennsylvania. 5. In the event that my said husband, William K. Traver should predeceaee me, then I give, devise and bequeath the sum of Five Thousand ($5,000.00) Dollars to the United Methodist Home, Mechanicsburg, Pennsylvania. 6. In the event that my said husband, William K. Traver should predecease me, then I give, devise and bequeath all the rest, residue and remainder of my estate, of whatsoever nature and wheresoever situate, to the nieces and nephews of my husband and my nieces and nephews, in equal shares. In the event that any of the said nieces and nephews aforesaid should predecease me, I direct that their share be added to the shares of the surviving nieces and nephews. 7. I nominate, constitute and appoint my said husband, William K. Traver, Executor of this my last will and testament, to serve without bond of any type whatsoever. 8. In the event that my said husband, William K. Traver should predecease me, or be unable to serve for any reason whatsoever, I nominate, constitute and appoint Mrs. Jane Landis, R. D. #2, Lewisberry, York County, Pennsylvania, and my husband's brother-in- law, Ray E. Hykes, R. D. #1, York Have~ York County, Pennsylvania, as Executors of this my last will and testament, to serve without bond of any type whatsoever. 9. I direct that. my Executors serve as Guardians of the estata of any minor beneficiaries without bond of any tylmm whatsoever~ 10. I suggest to my Executors that they retain our attorney, John Ao Roe, Esquire, 101 North Front Street, Harrisburg, Pennsylvania, to represent them in settlement of this estate. IN WITNESS WHEREOF, I have to this my last will and testament set my hand and seal at the end hereof this~~day of Signed, sealed, published and declared by Ruth B. Travel, the Testatrix above name~, as and for her last will and testament, in our presence, who, in her presence, at her request, and in the presence of each other, have subscribed our names as attesting witnesses. Ruth B. TraverTM ~ (SEAL) REGISTER OF WILLS OF COUNTY OATH OF SUBSCRIBING WITNESS John A. Roe, Esquire (each) a subscribing witness to the ~H presented herewith, ~I1~) being duly qu~ified a~or~ng to law, d~ose(s) and say(s) that he was present md saw Ruth B. Traver the testat, sign the same and that he signed as a witness at the request of testat_~ in ~ presence and (in the~xese~ce of each o~er)fin the presence of the other subscribing Witness(es)). .~' Sworn to or affirmed and subscribed before A. Roe q me this ~ ~Ld[ __ day of Register (Address) REGISTER OF WILLS OF COUNTY OATH OF NON-SUBSCRIBING WITNESS (each) a subscriber hereto, (each) being duly qualified according to law, depose(s) and say(s) that familiar with the signature of codicil testat.__ of (one of the subscribing witnesses to) the will presented herewith and codicil that believes the signature on the will is in the handwriting of to the best of knowledge and belief. Sworn to or affirmed and subscribed before me this day of (Name) (Address) (Name) (Address) Register IN THE COURT OF COMMON PLEAS CUMBERLAND COUNTY, PENNSYLVANIA BEFORE THE REGISTER OF WILLS PETITION FOR PROBATE - LAST WILL AND TESTAMENT OF RUTH B. TRAVER ) ) ) ) No. ) PETITION FOR ADMISSION OF CONFORMED WlI,l, TO PROBATE 1. Ruth B. Traver ( S.S. NO. 176-07-8606), died on February 15, 2004, while residing at 100 Mt. Allen Drive, Mechanicsburg, Cumberland County, Pennsylvania 17055. 2. The Last Will and Testament of Ruth B. Traver (the "Will") was prepared by John A. Roe, Esquire, of 2520 Doehone Road, Harrisburg, Dauphin County, Pennsylvania, 17116, and was executed by Ruth B. Traver in his presence on February 21, 1978. 3. At the time of her death, Mrs. Traver had only a conformed copy of the Will (the "Conformed Will") (Exhibit A). 4. The Conformed Will has been authenticated by the scrivener, John A. Roe, Esquire, through his Subscribing Witness Attestation (Exhibit B). 5. No original executed copy of the Will has been found. 6. Mrs. Traver executed no other will or codicils to the Will. 7. The conformed Will is the subject of a Petition for Letters Testamentary (Exhibit C) filed by Ray E. Hykes, a named Co-executor. The other named Co-executor has renounced her office (Exhibit D). ESTATE OF RUTH B. TRAVER, Deceased · BEFORE THE REGISTER OF WILLS OF · CUMBERLAND COUNTY, PENNSYLVANIA · NO. 21-04-367 ORDER OF REGISTER OF WILLS AND NOW, this 27th day of April, 2004, upon consideration of the Petition For Admission of Conformed Will to Probate, specifically including a photocopy of the conformed Will to be probated together with the Oath of Subscribing Witness of John A. Roe, Esquire dated March 22, 2004, it is hereby ordered that the Conformed Copy of the Last Will and Testament of Ruth B. Traver, dated February 21, 1978, shall be admitted to probate upon filing of a Oath of Subscribing Witness of John A. Roe, Esquire· Letters Testamentary shall thereupon be granted to said Executor. In light of the above-described Petition, Oath and Renunciation attached, a hearing with respect to the Petition is waived. Glenda Famer Strasbaugh, Register of Wil~,) 8. Mrs. Traver had no children. Her heirs at law and the residuary legatees under her Will are 14 nieces and nephews. 9. The Conformed Will should be admitted to Probate. WHEREFORE, as counsel to the Estate of Ruth B. Traver, the undersigned petitions the Register of Wills of Cumberland County, Pennsylvania, to admit the Confirmed Will to Probate. Date: April I~, 2004 Respectfully Submitted, l{)la~n-~e~h&~e, l~squirev 130 State Street P. ©. Box 946 Harrisburg, PA 17108-0946 (717) 236-0781 MARVIN BESHORE Attorney at Law 130 STATE STREET, P.O. BOX 946 HARRISBURG, PA 17108-0946 Email: mbeshore ~mblawfmaz corn Telephone: (717) 236-0781 Fax: (717) 236-0791 April 27, 2004 Glenda Famer Strasbaugh Register of Wills, Cumberland County One Courthouse Square Carlisle, PA 17043 In Re: Estate of Ruth E. Traver: Dear Ms. Strasbaugh: I enclose the original Oath of Subscribing Witness for Mrs. Traver's will, provided to us by John A. Roe, Esquire. Thank you for your assistance with this matter. MB:mb Enclosure Very truly yours, Marvin Beshore cc: Mr. Ray Hykes (w/enclosure) Law Offices of Marvin Beshore PO Box 946, 130 State Street Harrisburg, PA 117108-0946 7000 0520 0023 0168 8893 2~~/ ~9~//9~ ~d~?-~/~ Glenda Famer Strasbaugh Register of Wills, Cumberland County One Courthouse Square Carlisle, PA 17043 REGISTER OF WILLS OF C-~.~,,f'~r/~/ COUNTY OATH OF SUBSCRIBING WITNESS John A. Roe, Esquire (each) a subscribing witness to the wiB presented herewith, ~a~) being duly qualified according to law, deposes) and say(s) that he was present and saw Ruth B. Traver the testa~ ~ x , sign the same and that he signed as a witness at the request of testat_g'_Lx_ in l~r presence and (in thej~.~lc~ presence of the other subscribing Witness(es)) .... · / Sworn to or affirmed and subscribed before me this ~ ~t LC~ . day of Register (Address) REGISTER OF WILLS OF ~c~e4~/d-~ ~ COUNTY OATH OF NON-SUBSCRIBING WITNESS (each) a subscriber hereto, (each) being duly qualified according to law, depose(s) and say(s) that familiar with the signature of codicil testat.~ of (one of the subscribing witnesses to) the will presented herewith and codicil that believes the signature on the will is in the handwriting of to the best of knoWledge and belief. Sworn to or affirmed and subscribed before me this day of (Name) Register (Address) (Name) (Address) Oath of Persona Representative Commonwealth of Pennsylvania County of 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 representative(s) of the Decedent, Petitioner(s) will well and truly administer the estate according to law. Sworn to or affirmed and subscribed before me this ~-[:~ . day of // Deceased , in consideration Estate o, Social Secudt~ No:["'"~L, -0'3 -~/.z~ O~ Date of Death: ~ - AND NOW, ~ ~ ~00~ , of the Petition on the reveme side hereon, satisfamo~ proof having been presented before me, ~ IS DECREED that Le~em ~ TeStamenta~ ~ ~ Administra~on are hereby granted to~~ ~ in the above estate and that the instrument(s) dated ;2._ -~ I - icl '-I ~7 described in the Petition be admitted to probate and filed of record as the last Will of Decedent. FEES Letters ..................... Short Certificate(s) ....$ Renunciation ............$ Affidavits ( ) ............. $. Extra Pages ( ) ......... Codicil ...................... JCP Fee ................... $ Inventory .................. Other ........................ $. TOTAL .............$ (~0. O0 12 ID.Co - _ Register of ~ -. -J ~,~- ' Attorney: Marvzn Be~bore, Esq~e I.D. No: PA ~31979 Address: 130 State St., P.O. Box 946 Harrisburg',. PA 17108-0946 Telephone: 717-236-0781 Fax: 717-236-0791 Form #RW-1 Page 2 of 2 Pregared by tt~e Pennsylvania Bm' Aasocia,don 1991 CERTIFICATION OF NOTICE UNDER RULE 5.6(a) Name of Decedent: Ruth B. Traver Date of Death: February 15, 2004 Will No. 21-04-0367 Admin. No. 2004-00367 To the Register: I certify that notice of estate administration 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 May 13, 2004 Name Address Ray E. Hykes, 130 Hill-n-Dale Drive, York Haven, PA 17370-9777 Galen Beamer, Box 64, Ten Sleep, WY 82442 George Beamer, 1317 South Progress Street, Vera Dale, WA 99037 Gloria Tomm, 1333 Snyder Road, Alfred Station, NY 14803 Masonic Homes, c/o Office of Gift Planning, 1 Mason Drive, Elizabethtown, PA 17022 United Methodist Home for Children, 5120 Simpson Ferry Road, Mechanicsburg, PA 17055 Brian Weller, 311 Lewisberry Road, New Cumberland, PA 17070-7339 Dennis Weller, 439 Huntington Drive, Mount Ville, PA 1755~. Ken Weller, P.O. Box 86, Fredrick, MD 21705-0086 Lori Brunner, 985 Stevens Road, York Haven, PA 17370 Debra Egresites, 356 Dividing Ridge Road, Halifax, PA 17032-974? Tamela M. Hanie, 10184 S. 186 Lane, Goodyear, AZ 85338 Dawn C. Leach, 11206-1 Boston Road, Andrews Air Force Base, MD 2076_~ Lisa A. Kinter, 44 Marian Street, Enmore N.S.W., Australia 204? Duane C. Kinter, 8562 Opal Road, Warrenton, VA 20186 Anna Mae Messimer, 1095 Pinetown Road, Lewisberry, PA 17339 Ronald Traver, 1100 Pinetown Road, Lewisberry, PA 17339 ..: ~ :~ Notice has now been given to all persons entitled thereto under Rule 5.6(a)~xcept NONE ~_~ Date: May 13, 2004 ur .:~ Name: Marvin Beshore, Esq. #319~ Address: 130 State Street, P.O. Box 946 Harrisburg, PA 17108-0946 Telephone (717) 236-0781 Capacity: ~ Personal Representative X Counsel for personal Representative LAST WILL AND TESTAMENT OF RUTH B. TRAVER I, RUTH B. TRAVER, of Lewisberry, York County, Pennsylvan.ia, being of sound mind, memory and understanding, do make, utter and publish this my last will and testament, hereby revoking all former wills by me heretofore made. 1. I order and direct that my Executor, hereinafter named, pay all my just debts and funeral ~xpenses, including inheritance taxes, as soon as conveniently may be done after my decease. 2. I give, devise and bequeath all the rest, residue and remainder of my estgte, real, personal and mixed, whatsoever and wheresoever situate, of which I shall die seized and possessed, or to which I shall be entitledl at the time of my decease, to my husband, William K. Traver, absolutely. 3. In'the event that my said husband, William K. Traver should predecease me, then I give, devise and bequeath all my furniture,~furnishings, books, silverware, jewelry, pictures, objects of art, automobiles, and all other domestic and household effects and personal goods and chattels, of every nature and wheresoever situate, to my nephew, George Beamer, of Pueblo, Colorado, my niece, Gloria Tomm, of Wellsville, New York, and my nephew, Galen Beamer, Wellsville, New York, in equal shares. In the event that any of the above should predecease me, then I direct that their share shall be added to the shares of the survivors.. 4. In the event that my said husband, William K. Traver should predecease me, then I give, devise and bequeath the sum of Five Thousand ($5,000.00) Dollars to the Masonic Homes, Elizabethtown, Pennsylvania. 5. In the event that my said husband, William K. Traver should predeceaee me, then I give, devise and bequeath the sum of Five Thousand ($5,000.00) Dollars to the United Methodist Home, Mechanicsburg, Pennsylvania. 6. In the event that my said husband, William K. Traver should predecease me, then I give, devise and bequeath all the rest, residue and remainder of my estate, of whatsoever nature and wheresoever situate, to the nieces and nephews of my husband and my nieces and nephews, in equal shares. In the event that any of the said nieces and nephews aforesgid should predecease me, I direct that their share be added to the shares of the surviving nieces and nephews. 7. I nominate, constitute and appoint my said husband, William K. Traver, Executor of this my last will and testament, to serve without bond of any type whatsoever. . 8. In the event that my said husband, William K. Traver should predecease me, or be unable to serve for any reason whatsoever, I nominate, constitute and appoint Mrs. Jane Landis, R. D. #2, Lewisberry, York County, Pennsylvania, and my husband's brother-in- law, Ray E. Hykes, R. D. #1, York Have~ York County, Pennsylvania, as Executors of this my last will and testament, to serve without bond of any type whatsoever. 9. I direct that. my Executors serve as Guardians of the estata of any minor beneficiaries without bond of any tylme whatsoever~ 10. I suggest to my Executors that they retain our attorney, John A. Roe, Esquire, 101 North Front Street, Harrisburg, Pennsylvania, to represent them in settlement of this estate. IN WITNESS WHEREOF, I have to this my last will and testament set my hand and seal at the end hereof this~t~~day of (J Signed, sealed, published and declared by Ruth B. Travec, the Testatrix above name.d, as and for her last will and testament, in our presence, who, in her presence, at her request, and in the presence of each other, have subscribed our names as attesting witnesses. (SEAL) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE DEPT. 280601 HARRISBURG, PA 17128-0601 REV-1500 INHERITANCE TAX RETURN RESIDENT DECEDENT FILE NUMBER 21 _ 04 0367 COUN~COOE YEAR NUUBER DECEDENT'S NAME {LAST, FIRST, AND MIDDLE INITIAL) Ruth B Traver DATE OF DEATH (MM-DD-YEAR) DATE OF BIRTH (MM-DD-YEAR) 02/15/2004 10/14/1918 (IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL) n/a SOCIAL SECURITY NUMBER 176-07-8606 THIS RETURN MUST DE FILED IN DUPLICATE WITH THE REGISTER OF WILLS SOCIAL SECURITY NUMBER [~1. Odginal Return r--1, Limited Estate r-~-i6. Decedent Died Testate (^t~ch copy of [~]9. Liitgat[on Proceeds Received Supplemental Return r-'-~ 4a, Future Interest Cornprnornise (de~, of d.th a~r 12-t2-82) Decedent Maintained a Living Trnst IAt~ch copy of Trust) O. Spousst Poverty Credit (date of death b~,n 12-31-91 and 1-1-95) ~]3, Remainder Return (date of death pdor t~ 12-13-82) r--~ 5. Federal Estate Tax Return Required '1 8. Total Nurnber of Safe Deposit Boxes ~111. Election to tax under Sec. 9t13(A) (A~ch Sch O) NAME Marvin Beshore, Esquire FIRM NAME t~ Applique) Law Offices of Marvin Beshore TELEPHONE NUMBER (717) 239-0781 COMPLETE MAILING ADDRESS 130 State Street, PO Box 946 Harrisburg, PA 17108-0946 1. Real Estate (Schedule A) (1) 2. Stccks 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 Prnpor[y (Schedule F) (6) [--~ Separate Billing Requested 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Prope~ (7) (Schedule G or L) g. Total Gross Assets {total Lines 1-7) 9. Funeral Expenses & Adrninistrstive Costs (Schedule H) (9) t0. 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. Chedtable 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 rninus Line 13) 0.00 60,930.62 0.00 0.00 64,863.79 0.00 16,905.98 (8) 19,573.56 29,618.17 (11) (12) (13) (14) '142,700.39 49,191.73 93,508.66 10~000.00 83,508.66 SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES 15. Amoun{ of Line 14 taxable at the sp~sal tax rate, or transfers under Sec. 9116 (a)(1.2) 16. Amount of Line 14 taxable at lineal ra~e 17. Amount of Line 14 taxable at sibling rate 18. Amount of Line 14 taxable at collatersl rste 19. Tax Due 0.00 x .0 0.00 x .0 0.00 x .12 83,508.66 x .15 (15) (t6) (17) (18) (t9) 0.00 0.00 0.00 12~526.30 12,526.30 REV-1503 EX+ (6-98) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Ruth B. Traver SCHEDULE B STOCKS & BONDS FILE NUMBER 21-04-0367 ITEM NUMBER All propmt7 jointly-owned with fight of survivorship must be diuclosed on Schedule F. DESCRIPTION PPL Corporation Common Stock CUSIP: 69351T-10-6 Account Number 3084953000; 204.274 shares PPL Corporation Common Stock CUSIP:69351T-10-6 Account Number 3097072513; 1146.136 shares TOTAL (Also enter on fine 2, Recapitulation) $ 12. VALUE AT DATE OF DEATH 9148.50 51782.42 60,930.62 (If more space is needed, insert additional sheets of the same size) Reserve for federal and state income taxes (IRA and fiduciary) TOTAL (Also enter on line 9, Recapitulation) 1,000.00 19,573.56 (If more space is needed, insert additional sheets of the same size) LAST WILL AND TESTAMENT OF RUTH B. TRAVER I, RUTH B. TRAVER, of Lewisberry, York County, Pennsylvania, being of sound mind, memory and understanding, do make, utter and publish this my last will and testament, hereby revoking all former wills by me heretofore made. 1. I order and direct that my Executor, hereinafter n~ned, pay all my just debts and funeral expenses, including inheritance taxes, as soon as conveniently may be done after my decease. 2. I give, devise and bequeath all the rest, residue and remainder of my estate, real, personal and mixed, whatsoever and wheresoever situate, of which I shall die seized and possessed, or to which I shall be entitledc at the time of my decease, to my husband, William K. Traver, absolutely. 3. In the event that my said husband, William K. Traver should predecease me, then I give, devise and bequeath all my furniture, furnishings, books, silverware, jewelry, pictures, objects of art, automobiles, and all other domestic and household effects and personal goods and chattels, of every nature and wheresoever situate, to my nephew, George Beamer, of Pueblo, Colorado, my niece, Gloria Tormn, of Wellsville, New York, and my nephew, Galen Beamer, Wellsville, New York, in equal shares, In the event that any of the above should predecease me, then I direct that their share shall be added to the shares of the survivoms. 4. In the event that my said husband, William K. Traver should predecease me, then I give, devise and bequeath the sum of Five Thousand ($5,000.00) Dollars to the Masonic Homes, Elizabethtown, Pennsylvania. 5. In the event that my said husband, William K. Traver should predeceaee me, then I give, devise and bequeath the sum of Five Thousand ($5,000.00) Dollars to the United Methodist Home, Mechanicsburg, Pennsylvania. 6. In the event that my said husband, William K. Traver should predecease me, then I give, devise and bequeath all the rest, residue and remainder of my estate, of whatsoever ma~ure and wheresoever situate, to the nieces and nephews of my husband and my nieces and nephews, in equal shares. In the event that any of the said nieces and nephews aforesmid should predecease me, I direct that their share be added to the shares of the surviving nieces and nephews. 7. I nominate, constitute and appoint my said husband, William K. Traver, Execuhor of this my last will and testament, to serve without bond of any type whatsoever. 8. In the event that my said husband, William K. Traver should predecease me, or be unable to serve for any reason whatsoever, I nominate, constitute and appoint Mrs. Jane Landis, R. D. #2, Lewisberry, York County, Pennsylvania, and my husband's brother-in- law, Ray E. Hykes, R. D. #1, York Have~ York County, Pennsylvania, as Executors of this my last will and testament, to serve without bond of any type whatsoever. 9. I direct that~my Executors serve as Guardians of the estate of any minor beneficiaries without bond of any ty~e whatsoever~ 10. I suggest to my Executors that they retain our attorney, John A. Roe, Esquire. 101 North Front Street, Harrisburg, Pennsylvania, to represent them in settlement of this estate. IN ~ITNESS WHEREOF, I have to this my last will and testament set my hand and seal at the end hereof this 2~1~ day of ,~,_~.~, 1978. Signed, sealed, published and declared by Ruth B. Traver, the Testatrix above name~, as and for her last will and testament, in our presence, who, in her presence, at her re~st, and in the presence of each other, have subscribed eur n~es a~a~testing witnesses. ×/ Traver (SEAL) IN THE COURT OF COMMON PLEAS OF YORK COUNTY, PENNSYLVANIA ORPHANS' COURT DIVISION No. 67-00-1064 RUTH B. TRAVER, an incapacitated person GUARDIAN OF THE ESTATE FINAL REPORT [20 Pa.C.S. § 5521 (c) ] For the period: August 15, 2003 to February 15, 2004 We were the Limited / imle one) Guardians of the Person an--~ of the Estate of our ward, named above. We were appointed Guardians by Order of the Court dated August 14, 2000, which ~ was not (circle one) modified by Court Order(s) dated October 4, 2000. Is the incapacitated person still living? Yes,(circle one) If no, answer the following: a. Date of death: February 15, 2004 b. Place of death: Messiah Village, Mechanicsburg, Cumberland County, PA c: Name of Administrator or Executor: Ray E. Hgkes d. Date Guardian of the Estate filed the last annual report: December 24, 2003 PLEASE ANSWER THE FOLLOWING QUESTIONS WHETHER THE INCAPACITATED PERSON IS LIVING OR DECEASED Our initial Inventory was filed on December 22, 2000, and listed a total estate value of $173,639.20. The Inventory listed a total monthly income of $ n/a , comprised of the following: At the beginning of this reporting period, our initial balance on hand was $157,736.15 SEE ATTACHED ACCOUNT- RECEIPTS OF PRINCIPAL ASSETS AUGUST 15, 2003 - FEBRUARY 15, 2004 REPORTING PERIOD FINAL ACCOUNT OF GLORIA TOMM AND RONALD E. TRAVER, CO-TRUSTEES OF THE ESTATE OF RUTH B. TRAVER, AN INCAPACITATED PERSON RECEIPTS OF PRINCIPAL ASSETS - AUGUST 15, 2003 Assets Listed in Inventory (Valued as of August 31, 2003) Cash on Hand, Bank Deposits and Miseellaneot~$ Personal Property; M&T Bank Checking Acct. 1920766 $19,918.15 insured Savings Trust, LeToumeau University #61125223356 (as of 6/30/02) 5,275.36 *1 Diamond Ring and Wedding Bands 100.00 *2 Morgan Stanley Dean Witter Total Account Balance 74,775.54 PPL Shares of stock- value TOTAL RECEIPTS OF PRINCIPAL 57,067.10 *3 $157,136.15 *1 *2 *3 The LeToumeau account is a charitable remainder annuity trust which paid $182.50 per year income for life. The principal remainder is the property of the Le Tourneau University upon Mrs. Traver's death. During the report year of August to August 2001 through 2002, two of the rings were lost at the nursing home residence. PPL stock certificates held in custodial accounts by PPL Corporation were inadvertently not reported in report years ending August 2002 and 2003. The custodian had an incorrect address for the Co-Guardians. FINAL ACCOUNT OF GLORIA TOMM AND RONALD E. TRAVER, CO-TRUSTEES OF THE ESTATE OF RUTH B. TRAVER, AN INCAPACITATED PERSON RECEIPTS OF INCOME AND MISCELLANEOUS RECEIPTS AUGUST 15, 2003 - FEBRUARY 15, 2004 08/22/03 02/15/04 09/01/03 - 02/15/04 09/01/03 - 02/15/04 7.82 6,608.00 930.65 M&T Bank Checking Acer Interest (No. 00019-2076-6) Social Security Income Fulton, monthly retirement income 02/01/04 Dividend from Insured Savings Trust - 91.25 *4 LeTourneau University 09/01/03- Morgan Stanley Dean Witter Accounts 02/15/04 Nos. 410 0184496 101 and 410 015011 101 231.72 08/15/01- PPL shares of stock- dividends $3823.26 *5 02/14/04 TOTAL RECEIPTS OF INCOME AND $11,692.70 MISCELLANEOUS RECEIPTS *4 One other dividend fi.om Le Toumeau was received after Mrs. Traver's death and returned to Longview Bank. *5 Dividend income not shown in previous reports is shown here. FINAL ACCOUNT OF GLORIA TOMM AND RONALD E. TRAVER, CO-TRUSTEES OF THE ESTATE OF RUTH B. TRAVER, AN INCAPACITATED PERSON DISBURSEMENTS - August 15. 2003 - February 15. 2004 08/29/2003 09/26/2003 10/30/2003 12/10/2003 01/05/2004 02/03/2004 08/28/2003 10/10/2003 11/04/2003 12/09/2003 01/06/2004 01/29/2004 02/24/2004 10/31/04 09/19/03 02/02/04 02/20/04 02/20/2004 09/22/2004 10/06/2003 02/20/04 02/20/04 Messiah Village - Monthly Charge Messiah Village - Monthly Charge Messiah Village - Monthly Charge Messiah Village - Monthly Charge Messiah Village - Monthly Charge Messiah Village - Monthly Charge Pharmerica- Medications Pharmerica- Medications Pharmerica - Medications Phannerica - Pharmerica - Pharmerica - Medications Medications Medications Pharmarica - Medications Mobile Optometry Foot Care Foot Care Foot Care Internists of Central PA Postmaster Postmaster Gloria Tomm Gloria Tomm TOTAL DISBURSEMENTS 5,853.30 5,844.45 5,634.30 5,766.00 5,632.15 5,799.35 460.59 306.71 441.68 400.31 400.69 362.10 199.00 211.00 49.10 40.00 40.00 33.75 9.75 3.85 150.27 149.09 $37,787.44 Fees and Commissions: 06/17/2004 Marvin Beshore: Attorney's fees 5,204.00 6* 06/17/2004 Guardians' commissions: Gloria Tomm Ronald E. Traver 7,500.00 7' 7,500.00 7* Total Fees and Commissions: $20,2O4.00 6* Attorney's fees 2001 - 2004: accrued. 7* Terminating and total commission paid to Co-Guardians in one payment post-death. FINAL ACCOUNT OF GLORIA TOMM AND RONALD E. TRAVER, CO-TRUSTEES OF THE ESTATE OF RUTH B. TRAVER, AN INCAPACITATED PERSON ASSETS HELD ON ACCOUNT END OF REPORT PERIOD AUGUST 15, 2003 TO FEBRUARY 14, 2004 Cash on Hand. Investment Accounts and Miscellaneous Personal Property: M&T Bank Checking Acct. 1920766 $10,802.43 Insured Savings Trust, LeToumeau University #61125223356 5,275.36 *8 Diamond Ring and Wedding Bands 100.00 *9 Morgan Stanley Dean WiRer IRA Account: 410 015011 101 Morgan Stanley Dean Witter Account: 410 018496 010 PPL shares of stock: value TOTAL RETAINED ASSETS 13,017.38 41,112.52 60,733.72 $131,041.41 *8 *9 The LeTourneau account was a charitable remainder annuity trust which paid $182.50 per year income for life. The principal remainder is now the property of the Le Tourneau University. During the report year of August to August 2001 through 2002, two of the rings were lost at the nursing home residence. MorganStanley 4th & Walnut Streets PO Box 12053 Harrisburg, PA 17108 toil-free 800 676 0673 tel 717255 6666 fax 717255 665i R. E. Traver, G. Tomm Co-Guardians Pers/Estate of Ruth B. Traver 410-015011-101 Account Valuation as of February 15, 2004 ** Valuation as of Friday, February 13, 2004 Security Shares Cash Balance Liquid Asset Fund MS US Government Securities Cl. B MS Utulities Fund Cl. B Total Account Value High Low Average Value -$40.00 0.000 1.000 1.000 1.000 $0.00 515.730 9,280 9.280 9.280 $4,785.97 696.246 11.720 11.720 11.720 $8,160.00 $12,905.98 ** Valuation as of Tuesday, February 17, 2004 Security Shares High Low Average Value Cash Balance -$40.00 Liquid Asset Fund 0.000 1.000 1.000 1.000 $0.00 MS US Government Securities Cl. B 515.730 9.280 9.280 9.280 $4,785.97 MS Utulities Fund Cl. B 696.246 11.880 11.880 11.880 $8,271.40 Total Account Value $13,017.38 Total interest earned January 1, 2004 - February 15, 2004 $18.04 ** Please note that February 14 - 16, 2004 were non-trading days, THE PURCHASE DATES, AMOUNTS AND PRICES PROVIDED ARE FROM SOURCES CONSID[;RED TO BE RELIABLE, BUT ARE NOT GU ',RANTEED AS iO ACCURACY. CHECK YOUR MONTHLY STATEMENT FOR VERIFICATION OF FIGURES MorganStanley 4th & Walnut Streets PO Box 12053 Harrisburg, PA 17108 toll-free 800 676 0673 tel 717 255 6666 fax 717 255 6651 R. E, Traver, G. Tomm Co-Guardians Pers/Estate of Ruth B. Traver 410-018496-101 Account Valuation as of February 15, 2004 ** Valuation as of Friday, February 13, 2004 Security Shares Liquid Asset Fund 41112.52 Total Account Value 02/13/04 High Low 1.000 1.000 Average 1.000 Value $41,112.52 $41,112.52 ** Valuation as of Tuesday, February 17, 2004 Security Shares Liquid Asset Fund 41112.52 Total Account Value 02/17/04 High Low 1.000 1.000 Average 1.000 Value $41,112.52 $41,112.52 Total interest earned January 1,2004 - February 15, 2004 $18.04 ** Please note that February 14 - 16, 2004 were non-trading days. THE PURCHASE DATES, AMOUNTS AND PRICES PROVIDED ARE FROM SOURCES CONSIDERED TO BE RELIABLE, BUT ARE NOT GI!/~R,~,!TEED AS TO ACCURACY. CHECK YOUR MONTHLY STATEMENT FOR VERIFICATION OF FIGURES M TBank Manufacturers and Traders Trust Company, 482 Fishing Creek Road, Etters, PA 17319 717 938 1829 ~^x717 938 3042 June 3,2004 Marvin Beshore Attorney at Law 130 State Street, P.O. Box 946 Harrisburg, Pa 17108-0946 As per your written request, the following information is being provided to you on the account Ruth B. Traver had with our bank. The balance in the account on February 15 was $11,174.46 and the interest earned in the account until February 15 was $2.57. I have enclosed statements from the account and written out the interest calculation for you. Ifyun have any questions, please contact me at 717-938-1829. Thank you Branch Sales Associate Fairview Office Date June 9, 2004 PPL Corporation Two North Ninth Street Allentown, PA 18101-1179 htt p://www.pplweb.core/ ppi Inve~tor Servlce~ Toll Free Number 800-345-3085 Re: Value of PPL Stock Account Type of Stock: PPL Corporation Common Stock CUSIP: 693§1T-10-6 Account Number: 3097072513 Social Security Number: 176-07-8606 Account Registration: Ruth Traver Date of Death: February 15, 2004 Number of Shares Currently Held: 468 In Certificate Form 688.232 In Dividend Reinvestment Plan 1,156. 232 TOTAL SHARES Number of Shares Held as of Date of Death: 468 In Certificate Form 678. 136 In Dividend Reinvestment Plan 1,146. 136 TOTAL SHARES $45.18 Closing market price of Common Stock on New York Stock Exchange on date of death or last business day prior to date of death. Other Comments The 1099 for 2003 will be mailed under separate cover from Wells Fargo Shareowner Services. PPL Corporation INVESTOR SERVICES I Cynthia A, Buchman Sr. investor Services Representative Date June 9, 2004 PPL Cmpemtlon Two North Ninth Street Allentown, PA 18101-1179 http://www.pplweb,com/ ppi..,.,..,,- Inve~tor Sewlce~ Toll Free Number 800-345-3085 Re: Value of PPL Stock Account Type of Stock: PPL Corporation Common Stock Account Number: 3084953000 Social Security Number: Account Registration: William K. Traver and Ruth Traver Jt Ten Date of Death: February 15, 2004 Number of Shares Currently Held: In Certificate Form 204.274 In Dividend Reinvestment Plan 204.274 TOTAL SHARES Number of Shares Held as of Date of Death: In Certificate Form In Dividend Reinvestment Plan TOTAL SHARES CUSIP: 69351T-10-6 176-07-8606 202.490 202.490 $45.18 of death or last business day prior to date of death. Closing market price of Common Stock on New York Stock Exchange on date Other Comments The 1099 for 2003 will be mailed under separate cover from Wells Fargo Shareowner Services. PPL Corporation INVESTOR SERVICES ~ CynthiaA. Buchman Sr. Investor Services Representative The W. O. Hickok Manufacturing Company Pension Plan Benefit Payment Form (For taxable amounts over $200) Part A - Recipient Inform~ion Ben~iciary Name EstateofRuthTraver Addmss Law OEE[~e~ of Marvin 9eahore PO BOX 946, Harrisburg, PA 17108 TiN Deceased Participant Ruth Traver Social Security # 176-07-8606 Part B- Benefit Payment Since the taxable amount of the payment is under $5,000, payment will be made in a single sum of $4,000.00 directly to the recipient as soon as administratively possible. Complete the attached Form W-4P. Unless you elect otherwise, the payor will make the payment less 1.0% Federal income tax withholding. To waive withholding, check box 1 on the Form W-4P; to request additional withholding complete line 3. Election Period. This form and the Form W-4P must be returned to the Plan Administrator within 90 days from the Date of Notice. If the Form W-4P is not received with this Applicatign within the election period, the payor will make the payment less 10% Federal income tax withholding. Date of Notice: February 27, 2004 Page I O. r6.E.A' aOO[ S ^.O SE.WC S S , CT D ~PE OF SERVICE ARRANGED Account ~ ~ Pre-Ne~ ~'Celebration of Life ~ Graveside Tribute Only Beaver Urich Funeral Home. A lle~i)rer Family Ow.ed Fu. eral Ilome 305 West Front Street, Box 322 Lewisberry, PA 17339 ~.~?re-Need Fulfillment [] Burial Pack. ge [] Direct Disposition Burial [] Cremation Package [] Forwarding of Remains Cremation [] Funeral Tribute [] Receiving of Remains Phone (717) 938-6172 Fax (717) 938-5732 [] Anatomical Gift [] Memorial Tribute [] Affinity Plan John P. Katola, Supervisor FUNERAL SERVICES: With the exception of packages offered on the General Price List from which you may select, the charges are only for those items that are used If we are required by law te use any items, we will explain the reasons in writing below. The goods and services shown are those we provide lot our c~ients You may choose only th items you desire. Your director will adjust, cross out or note as not applicable (N/A) any items that you decline, se~ $ 4895 Traditional Funeral Tribute for Burial ...................... s -' $ ($325) *Memorial Tri-Fold Tributes first 1 O0 · $64 per 50 thereafter ~ $ ~ ($175) *Thank You Cards firs110D - $36 per 50 thereafter $ 6995 Classic Cremation Tribute ........................................ $ ~ $ ' ($225) *Memorial Bi-Fold Tributes first 100 - $48 per 50/bereat~er $ 5295 Contempora/y Cremation Tribute .......................... $. .~. $ ~ ($175) "Memo al Cards lirst 100 - ~36 per 50 Ihereafter $ 3695 Select Cremation Tribute ......................................... $. $ ~ ($125) *Prayer Cards first 100 - $24 per 50 thereafter $ 695 Memorial Tribute Compliment ................................. $ $ -- ($225) *Framed Portrait size 16 x 20 $1095 Graveside Service Burial of Ashes ........................ $ 'Custom Porlrait Cap Panel available for any casket Consuff fhe General Pdce List on the reverse side of this 45) Custom Printed Guest Register Contracfforadefaiteddescdpffonof( 85) Memedal Folders or Prayer Cards (per 100) BASIC SERVICES of Funeral •#actor & Staff ($1495) ......... J 15) Acknowledgement Cards as needed 45) Hairdresser we provide TRANSFER OF REMAINS TO FUNERAL HOME(S275) ......... Name Plate for exterior ct casket OTHER FREPARATION OF REMAINS $ tS 25) each Crucilix [] or Temporary Grave Marker [] EMBALMING $ ~ ($165) Embroidered Custom Cap Panel - Batesville only If you selected a funeral service which requires embalming, as funeral with a $ ~ ($125) Custom Engraving Batesville casket wi~h design, name & dates viewing, you may have to pay for embalming, You do not have to pay for embalming you did not approve if you selected arrangements such as direct cremation or $_ ---' ($ 95) Custom Engraving Batesville casket name and dates, no design immediate burial. If we charge for embalming we will explain why below, $ ~ ($ 45) Relrigeration per day, attar 24 hours in lieu of embalming EMBALMING IS REQUIRED IF YOU: $ ~ ($640) Cremation, processing and any applicable transfer []Selected a sec'Ice with a viewing •Arranged (or shipment by common carrier $. .($ 45) Caring Voices~" Grief Loss Counseling [] Selected arrangements that require us to hold the remains for more than 24 $_ -- .($ 55) Caring Organizer~ CD of pre-written lollers hours provided Fo refrigeration is available or a hermeUcally sealed container is not used aed $. ~ ($475) Fiaal dispositiqn of cremaled~remains by Cra ma, tory pmvidedthetembalmingpoesnctconflictwitereligioushetle~ormedicalexamina~n $ '~b~Cotb.g ~rtaJ hr~/g/M/~1~/~ ORAL PERMISSION TO EMBALM THE ABOVE NAMED DECEDENT I~Was Granted []Was Refused THUMBIESm ............................................................................ $ By: ~-'l~w Jo I'1~ "~4 ~ Model #___# of Thumbies __@ $.__ Each Relationship:~,J! ~a~'- Date:~ Model # # of Thumbies __@ $. Each Engrave USE OF FACILITIES, STAFF & EQUIPMENT "A' through "D" below includes visitation er viewing time for up to one hour Keepsake Jewelry .................................................................... $_ prior to service. See "E" Ca~ling Hours for additional time requested Describe A. $ 585 Funeral Ceremony conducted at our facility .................... $ B, $ 585 Memorial Service, Remembrance Ceremony or Gathering of Friends at our facility ................................ ....$t'~~t ~ $ 585 Funeral Ceremony at facility other then funeral home,{ ~-(.~*/~.-~ /..-- ~ Engrave D. $ 395 Memorial Service, Remembrance Ceremony or ~BUR Galheheg ol Fdends at location other than our lacility (~ ........................ ~"~ and utilizing limited staff and equipment .........................$. . / ~*-~-~'Casket E $ 180 Calling Hours ether than one hou pr o o service ../~'~,,~-" LifeSymbo ~ Dp on rate per additional 2 hours or ftactien thereof ' .................. .$~h '~' [~. Ol~/,, ~ ......... /~ '~, ~- $ 325 Graveside Ceremony ................................. ,'..~ , .v · HEARSE (Casket Coach) ($ 290) To Final Disposition .......... .(._~Z~ ~. ~C~ ,~O casket in ~e ~'a~,~ However, mar~, cemetede~ ask that you have such a conte~er so that SERVICE VEHICLE ($110) ...................................................... [.j~v,./- I/~ .[ '-"' . [ ~3 Flowers I--I Airport [] Anatomical ~ll. Cemetery [] Other I f°r gravesite cave-in °r sinking if n° °uter burial c°ntainer i~ used ADDITIONAL MILEAGE per General Price Dst ........................ $_ -.4~4~-'~ I ...... C~EMATION SELECTIONS ..................................................... $. -- Cremation Casket or Con a nar $. ~ Cremation Urn Vault $. ~ Cremation Urn //~a~,h Advance gems are not covered by our Sewice Guarantee. (L~,.~[~_._Cerfified/.¥V/~ ,.~ copies (# /~) )ol deat[~ cedgicate ~~$~,~.~?Local Newspapers Z~,~'~ TERMS OF PAYMENT & METHODS OF PAYMENT Purchase~(s), Purchaser(s) hereby authedze(s) and agree(s) to the subsequent cancel- Provisions Ior payment are due at lime of arrangements. In lhe event of default by lation of service by Seller end fudher agree(s) to pay a penally, cornrnencing Irem the first day after the date o[ any service rendered, at a rate el 18% par annum (1.5% par men h or radi on thereo0 on any balance not paid, /~.iPlease Initial payment option that is bast ~..~. nitia, Cash or Check # 5 ("--~..,~, ~ T/ ~2. Initial Credit Card (check below) or Debit Card ~Vtsa ~ MasterCard D Discover D Dlnem Club ~ Card Number Name on Card Expiration Cate Initial ACF Fee Insurance Assignment of a verifiable life insurance policy Initial Advance Payment by a forwarding or receiving funeral home. $. ~ Hairdresser of your request AUTHORIZATIONS: I or We aulhedze end rat~ prior consent to the funeral /""~,~Limousine(s)~..,c, ' (# ) Market price per livery service ! ~ director to take passess~on' of the body, give care to and cam/out Ihe arrange ~' ~-~L~.~i~vau# Company Cemeter~ Equ pment - ~ent gre~. owe~ng "~,, ce '~ I, I~ ments hereto spealfled and agreed to. I or We repent ourselves as the ~.z-[ ~ - ~,,~ ~ . . A/. ~- . .~ ...';'; ~" 7'_. J ~ ~'E~I ~' ~erson(s) having the responsibility to arrange for the final disposition of Ihe above -~" ' ~.~.:~ ' ' ! - ' .,_ - ~(~;~,.~/~-~qarned decedent, and do hereby gra,t authodty to the luneral director lo supply the $ ~ Clergy:.~'~.dl~/Ju ~-I /Zi)~-~'~-"Z"5/-~' or merchandise ordered or required after the time of this arrangement. IorWe Organis~: / ' ' guarantee paymenl of the coat el the se~,ices and or merchandise ordered and $ .... Sexton:. $ ~ Soloist:. $ Veterans Honor Guard - Gratuity Optional $_ ~ _Shipping: FLOWERS TO BE ORDERED ON BEHALF OF BUYER: Pe~atae-T~co/recledbyFo s ~uded npdce ; etS.rev F)o. _ ., . O~ the Card: ~/~ ~ ~ Ledge Piece ~ Hinge Spray On the Card: Satin Pillow with ~ (~ o~) Roses and ~pe el pillow ~ Cross On the Card ~ Square ~ D HeaH Other: On the Card: TOTAL CASH SALE PRICE OF ITEMS SELE LESS An Describe ~) ;~' PLUS Any Applicable A.C.F. provided pursuant to the above TERMS OF PAYMENT. I (WE), THE BUYER(S), HEREBY AGREE THAT IN CONSIDERATION OF THE GOODS AND/OR SERVICES TO BE DELIVERED, THAT BUYER(S) INDIVIDUALLY AND JOINTLY IS (ARE) HEREBY OBLIGATED TO PAY ALL AMOUNTS OWED AND SHOULD BUYER(S) DEFAULT IN THE AGREEMENT WITH SELLER, IN ACCOR- DANCE WITH THE TERMS OF THE CONTRACT BETWEEN BUYER(S) AND SELL- ER, BUYER(S) HEREBY AGREE(S) TO PAY ALL COLLECTION COSTS, REASON- ABLE A~FORNEY FEES AND COURT COSTS UPON COMMENCEMENT OR INITI- ATION OF ANY COLLECTION EFFORT OR LEGAL PROCEEDINGS. FINAL ACCEPTANCE: I or We accepl and approve the above selections and terms and acknowledge that the GENERAL PRICE LIST, CASKET PRICE LIST AND OUTER BURIAL CONTAINER PRICE LIST a.k.a, the MERCHANDISE PRICE LIST were made available prior to selection ol services and merchandise listed above. By signing this Statement ct Funeral Goods and Services Selected, I or We acknowledge having received a signed copy Ihereof. Date of Signature of Purchaser Relationship to Deceased Date It is understood thai the total charges shown above those agreed upon al the time ol this arrangement. Any and/or memhandise ordered or required alter the time of this arrangemenl shall be conaldemd pad of this agreement and the cost will be reflected on the final statement which we will provide to you no later than 5 days from the date of the service rendered. In the event that any cash advance item, such as newspaper notices, may be under the estimaled af~nt, the difference will be first applied to additional items ordered or if not applicable, the dilference shall be relundad to Purchaser. White Original - Funeral Home Yellow - Accounting White Copy - Purchaser © 2003 HFS. Inc APPRAISAL ORDER NUMBER MUST APPEAR ON ALL INVOICES, PACKING SUPS & PACKAGES. 'ALL PURCHASES AND APPRAISALS STRICTLY CONFIDENTIAL" ITEM DESCRIPTION QTY UNIT PRICE AMOUNT ... _ . William H. Crone, Owner 100 MOUNT ALLEN DRIVE, MECHANICSBURG, PA 17055 ///I CALL:(717) 69%4666 ~ ~-~/ ~ESIDENTNUMBER DATE ~~ RESIDENT(S) GLO~A TOM~ ~ Mrs. RUTH B. T~VER 1333 S~ER ROAD ~F~D STATION, NY 14803 TOTAL AMOUNT DUE $8,585.65 DATE DUE 06/30/2004 DATE DESCRIPTION UNIT CHARGES CREDITS BALANCE Balance Forward 8,585.6~- RESIDENT # CURRENT OVER 30 OVER 60 OVER 90 OVER 120 TOTAL AMOUNT DUE 60105 0.00 0.00 0.00 2,660.00 5,925.65 $8,585.65 Form PB-01 RESIDENT NAME Mrs. RUTH B. TRAVER A 1% finance charge may be assessed on accounts for which payment has not been received by the due date. Thank you! If you have any questions or concerns about your bill, please address them directly to Fiscal Services at 790-8220. Thank You! CUSTOMER: RUTH TR.AVER DATE: 03/31/04 FACILITY: MESSIAH VILLAGE ACCOUNT: 5711-01-01282 PAGE: 1 of 1 PO BOX 2015 MEC~L~a~S~U~a e^ t?055 PAYMENTS NEW $351.52 PREVIOUS $348.04 CREDITS: $3.48 BALANCE BALANCE: RECEIVED: CHARGES: DUE: DATE RX NUMBER DESCRIPTION QTY BILLED DUE FROM INSURANCE CHARGES/ AMT INSURANCE ADJUST CREDITS Balance Forward: 348.04 FINANCE CHARGE 3.48 351.52 BILLING QUESTIONS: 08:30 AM - 05:00 PM PHONE: 800-352-9161 M~DICATION QUESTIONS: 08:00 AM - 05:00 PM PHONE: 717-795-9606 PAYIV[ENT ADDRESS: P.O. BOX 6413 CAROL STREAM, Il 60197-6413 IIIH~lllllllllllllllllllll Hllll Illllllllll IIII I~llll PHARMERICA 940 MESSIAH VILLAGE COMMOMS PO BOX 2015 MECHANICSBURG, PA 17055 RETURN SERVICE REQUESTED CUSTOMER NAME: RUTH TRAVER LJ information has changed, and indicate change(s) on reverse side. RUTH TRAVER CIO GLORIA TOMM 1333 SNYDER ROAD ALFRED STATION, NY 14803-9739 '31111 -US 17 * 17COQXES 2004168 PHARMERICA cdll ql! CHECK CARD USING FOR PAYMENT DUE DATE PAY THIS AMOUNT 04/30/04 $351 . 52 5711-01-0128~ hlh,lh.,.,lll.h,h.i,lh,,h.h.lh,lh,,,Ih,lh h h,I PHARMERICA P.O. BOX 6413 CAROL STREAM, IL 60197-6413 5711010001020802000351527 PLEASE MAKE CHECK PAYABLE TO: of Certra. Pa. ~ 23-2146427 Peter M. Brier, M.D. Michael L. Cluck, M.D, Ira J. Packman, M.D. Richard Sdtreiber, M.D. EA,C.E Lawrence B. ZJrnraerman, M.D. Michael A. DeMichele, MD Carla J. Dente, M.D. Dominic Mirarchi, D.O. Wendy Sehaenen, M.D. Patrick Rntnasamy, M.D. V. Martha Kapoor, M.D. Vicloriya K. Abramova. M.D. TURN THIS PORTION WITH YOUR PAYMENT, PLACE IN ENVELOPE PROVIDED. WE WILL GLADLY BILL YOUR 04/22/04 17852 '.~?. ~ I ~ ?"-~'-~2 50.31 50.31 14803 CHARGES OR PAYMENTS MADE AFTER CLOSING DATE WILL APPEAR ON NEXT STATEMENT CREDIT CARD. SEE OTHER SIDE. [] PLEASE CHANGE ADDRESS IF INCORRECT DETACH THIS STUB AND RETURN W~TH PAYMENT DATE 31/28/04 DH# DESCRIPTION CHARGE ADJUSTMENT 7 NURSING HOME VISIT LEVEL 2 65.00 14.69 99312 401.1 RECEIPTS BALANCE .00 50.31 ** STATEMENT DUE UPON RECEIPT * TI{ANK YOU ** Insurance Pending CURRENT CLOSING DATE: OVER 30 DAYS OVER 60 DAYS OVER 90 DAYS INSURANCE ACCOUNTBALANCE PENDING ACCOUNT NUMBER 04/22/04 17852 INTERNISTS OF CENTRAL PA. ~ 108 LOWTHER ST. · SO. BOX 107 o LEMOYNE, PA 170¢3-0107 · (717) 774-1366 FAX (717) 774-4232 Gunn-Mowery Insurance PO Box 900 Camp Hill, PA 17001-0900 (7t 7)761-4600 Statement Gloria Tomm, Ronald E. Traver 8295 Gloria Tomm, Ronald E. 'rraver 1333 Snyder Road Alfred Station, NY 14803 Vonnie Roland 1of 1 ~~ 127.00 Payment for: 400SB2763 ll~anK you .~_ Pleaee detach and return wlth.E.ayment Client: Gloria Torero, Ronald E. Traver Policy #400582763 3.3./02/2003-02/3.:~/2004 St. Paul Fire & Marine Tns.Co. 1303.3.8 3_3./03/2003 Effective: 3.3./02/2003 Bonds - Guardian Bond 460.00 03/02/2004 3/E: From Invoice 0Z39752 -333.00 Znvo~ ce bal ante 127.00 ~ . SECU~TY TITLE J CUAR~TEE CORPORATION OF BALTIMORE ~1 ~ I Less than 0 0 - 15 Days 16 - 30 Days 31 - 45 Days ~er 45 Days Thank you 127.00 Gunn-Mowe~ Insurance (717)761 4600 o~/o~/~oo~ · ' STATEMENT MOBILE X-RAY IMAGING, INC 5120 LANCASTER STREET HARRISBURG, PA 17111 1-800-420-X-RAY (9729) WE ACCEPT MAJOR CREDIT CARDS PAYMENT IS DUE UPON RECEIPT OF THIS BILL. PLEASE INCLUDE PATIENT'S NAME AND/OR ACCOUNT # ON ALL CORRESPONDENCE. i- GLORIA TOMM 1333 SNYDER ROAD ALFRED STATION NY 14803 Account Number Billing Date ~ Office Use Only RP17075 04/22/04 I XACT1 Service Date 1/27/04 71010 1/27/04 Q0092 1/27/04 R0075 p,~ERFECT PLEASE DETACH HERE AND RETURN TOP STUB WITH YOUR PAYMENT ~ CARE Description Chest Xray Single View Patient: RUTH TRAVER - 110580 04/05/2004 Hgs Administrators Set Up Fee Patient: RUTH TRAVER - 110580 04/05/2004 Hgs Administrators Tram Xray Equip Multiple Patients Patient: RUTH TRAVER - 110580 04/05/2004 Hgs Administrators Applied towards deductible Prov. Units Mesg. Chame Ins, Paid Adiustment Patient Paid Balance Due TEGX 1.0 69.30 16.89 0.00 52.41 TEGX 1.0 28.60 11.39 0.00 17.21 TEGX 1.0 160.00 24~43 48.48 87.09 MESSAGE: SEE REVERSE SIDE IF AN INSURANCE MESSAGE APPEARS~ P L E ASl~e~a~YPay~.> GLOP, iA TOMM 52.71 RP17075 257.90 59.09 284.87 52.71 Mobile X Kay Imaging Inc · 5120 Lancaster Street Harrisburg PA 17I 11 647 RAY E. H~,K~S ~ TO THE ORDER OF_~ ~ ' 997 80-72381 2313 COMMONWEALTH OF PENNSYLVANIA DEPARTMENTOFREVENUE BUREAU OF~NDIVlDUAL TAXES DEPT 280601 HARRISBURG, PA 17128 0601 RECEIVED FROM: PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT REV-1162 EX(11 96) NO. CD 004752 BESHORE MARVIN ESQ 130 STATE ST P O BOX 946 HARRISBURG, PA 17108-0946 ESTATE INFORMATION: SSN: 176-07-8606 FILE NUMBER: 2104-0367 DECEDENT NAME: TRAVER RUTH B DATE OF PAYMENT: 12/20/2004 POSTMARK DATE: 12~20/2004 COUNTY: CUMBERLAND DATE OF DEATH: 02/15/2004 ACN ASSESSMENT CONTROL NUMBER AMOUNT 101 $12,569.01 TOTAL AMOUNT PAID: $12,569.01 REMARKS: SEAL CHECK//1006 INITIALS: JA RECEIVED BY: GLENDA FARNER STRASBAUGH REGISTER OF WILLS REGISTER OF WILLS MARVIN BESHORE Attorney at Law 130 STATE STREET, P.O. BOX 946 HARRISBURG, PA 17108-0946 Email: mbeshore ~mb lawfn-m, com Telephone: (717) 236-0781 Fax: (717) 236-0791 December 17, 2004 Ms. Glenda Famer Strasbaugh Register of Wills Cumberland County Courthouse One Courthouse Square Carlisle, PA 17013-3387 ge~ Estate of Ruth B. Traver File No. 21-04-0367 i~ Dear Ms. Strasbaugh, Enclosed for filing are the original and two (2) copies of the PA Department of Revenue Form 1500 Inheritance Tax Return for Resident Decedent. Please file the original and one for the State of Pennsylvania and return a date-stamped copy to me in the enclosed postage prepaid envelope. I also enclose a check from the Estate of Ruth Traver in the amount of tax and interest due - $12,569.01. Thank you for your assistance. Enclosures cc: Ray E. Hykes, Executor of the Estate of Ruth B. Traver COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION PO BOX 280601 HARRISBURG PA 17128-0601 NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX MARVIN BESHORE ESQ M BESHORE LAW OFFICES PO ';;~X 946 HBli~, PA 17108 1" .I DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY ACN 03-01-2005 TRAVER 02-15-2004 21 04-0367 CUMBERLAND 101 '* REY-1547 EX AFP 112-04) RUTH B Allount Rellitted MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 CQ! ,A:...ON$;:dHIS Li~, .... RETAIN LOWER PORTION FOR YOUR RECORDS ..... R1V'.:'f!4"f~..AFP~6J')..No'tYcE--d'F.iliHErtiTAirclrTAX.A.r"RA.iSEii€N'~.A[tOWANCE.tiR......_.........- l,J DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX RUTH B FILE NO. 21 04-0367 ACN 101 I~"";-.J ESTATE OF TRAVER TAX RETURN WAS: (X) ACCEPTED AS FILED ( ) CHANGED DATE 03-01-2005 I~ an assessment was issued previously, lines 14, IS and/or 16, 17, 18 and 19 will re~lect ~igures that include the total o~ ALL returns assessed to date. ASSESSMENT OF TAX: 15. Allount of Line 14 at Spousal rate (15) 16. Allount of Line 14 taxable at Lineal/Class A rate (16) 17. AlIOIJnt of Line 14 at Sibling rate (17) 18. Allount of Line 14 taxable at Collateral/Class B rate (18) 19. Principal Tax Due 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 ll) (2) (3) (4) (5) (6) (7) .00 60.930.62 .00 .00 64.863.79 .00 16.905.98 (8) APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expenses/Adll. Costs/Misc. Expenses (Schedule H) 10. Debts/Mortgage Liabilities/Liens (Schedule I) 11. Total Deductions 12. Net Value of Tax Return 13. Charitable/Governllental Bequests; Non-elected 9113 Trusts (Schedule J) 14. Net Value of Estate Subject to Tax (9) llO) 19,573.56 29.618.17 ll1) ll2) ll3) (14) NOTE: .00 X .00 X .00 X 83,508.66 X NOTE: To insure proper credit to your account, sublli t the upper portion of this forll with your tax paYllent. 142,700.39 49.191 73 93,508.66 10,000.00 83,508.66 00 = 045 = 12 = 15 = .00 .00 .00 12,526.30 12,526.30 ll9)= TAX CREDITS: l"'} AMOUNT PAID DATE NUttBER INTEREST/PEN PAID (-) 12-20-2004 CD004752 42.71- 12,569.01 BALANCE OF UNPAID INTEREST/PENALTY AS OF 12-21-2004 TOTAL TAX CREDIT 12,526.30 BALANCE OF TAX DUE .00 INTEREST AND PEN. 5.52 TOTAL DUE 5.52 ~ . IF PAID AFTER DATE INDICATED, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. ( IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.) ~~.~. ...;UOi.....~ . ."'<1 ._~n.:" .' ~~" -, ~A \ ',~ ~g'€l":.,i.. . uj u,,~ ': ,: ~\~~~..~~"!:~~~!J ,: -- - . ;;/<-;-.. . _'.,1' , " I ~" ,~' \ ! -~ ~- ~ \ \."'- U- .,' '<~~\, - -.,' . a~'" ClEP,\-( :jHPH!\~r\~~ / 'iJll,r:CCI, t ..) "-,C"C,',, " ~ ~ ~ ~ ~ .a ab ~ ~~ '" ,,~ r./);J;) ~ ~ ~ <r V~ en ~a-~'a ~~:e~ o ~if;'~ ~2~~ J' i (\ _L0 .; ~\"\\\: ?j ?g 5 u .0 sa - ~~O) ~ ~ 'ia -7Ar.& C<l '-' <'"' ""' "f./) <'t _ if; 0) 0 f./).p.r/l;-- ~.;; ~ -"' er,~~ <Oo~~ ?-<\,oo<l5' ~%,u':0 ~ 'bJl ~ ~ 6~ou - - ~ i ~ ~ - ..; .; ~ ~ i ~ - ~ - - :::: :::: - - - r) {",\ i":\ ,"'.1 \ f) .,' o \" ... MARVIN BESHORE Attorney at Law 130 STATE STREET, P.O. BOX 946 HARRISBURG, P A 17108-0946 Email: mbeshore@mblawfirm.com Telephone: (717) 236-0781 Fax: (717) 236-0791 March 22, 2005 Glenda Farner Strasbaugh Register of Wills, Cumberland County One Courthouse Square Carlisle, P A 17043 In Re: Estate of Ruth B. Traver File: 21 04-0367 Dear Ms. Strasbaugh: f" r',,) W W N I enclose my firm check in the amount of$5.59 for the additional interest on the amount of the Inheritance tax paid in December 2004 in the Estate of Ruth Traver. Also enclosed is the entire notice from the Department of Revenue for your convenient reference. Thank you for your assistance with this matter. MB:amb Enclosure cc: Ray E. Hykes, Executor Estate of Ruth B. Traver COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INOIVIDUAL TAXES INHERITANCE TAX DIVISION PO BOX 280601 HARRISBURG PA 17128-D601 NOTICE OF INHERITANCE TAX APPRAISENENT, ALLOWANCE,~III!.. DIS~~J,.OHANCE OF DEDUCTIONS AND ASSESSHERr'OF TAX ZD' ~ DATE I:;STI\TE OF DA1Ilirb~: DEATH FILE NUMBER ,cpoNTY /lqlf' ";~C , .i r 5',5 " 03-01-2005 TRAVER 02-15-2004 21 04-0367 CUMBERLAND 101 MARVIN BESHORE ESQ M BESHORE LAW OFFICES PO BOX 946 HBG PA 17108 *' Rn-15~7 EX AFP Cl2-0~) RUTH B Allount Rellitted MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS 4f REV :r!'1.""EX""AFi'-"rllr:tl'!l""rio'lTcE"OF"i:'NHElt"I"TAN"CE"YAX"i\"PPRi\"fsEii€Ni'~""Ar.towANcE"oR""""""--"""""" --- DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF TRAVER RUTH B FILE NO. 21 04-0367 ACN 101 DATE 03-01-2005 TAX RETURN HAS: I X I ACCEPTED AS FILED I CHANGED NOTE, %T an assessmen~ was issued previouslY, lines 14, IS and/or 16, 17, 18 and 19 will reflec~ figures ~ha~ include ~he ~o~al of ALL re~urns assessed ~o da~e. ASSESSMENT OF TAX: 15. A.aunt of line 14 at Spousal rat. (15) 16. Aaount of Line 14 taxable at Lineal/Class A rat. (16) 17. Allount of Line 14 at Sibling rate (17) 18. Allount of Line 14 taxable at Collateral/Class B rate (18) 19. Principal Tax Due .00 X 00 = .00 .00 X 045 = .00 .00 X 12 = .00 83,508.66 X 15 = 12,526.30 1191= 12,526.30 RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. Real Estate (Sch.dule A) 2. Stocks and Bonds (Schedule B) 3. Closely Held stock/Partnership Interest (Schedule Cl 4. Mortgages/Notes Receivable (Schedule Dl 5. Cash/Bank Deposits/Misc. Personal Property (Schedule El 6. Jointly Owned Property (Schedule Fl 7. Transfers (Schedule Gl 8. Tot.l Assets III (21 131 141 (51 (61 171 .00 60.930.62 .00 .00 64.863.79 .00 16.905.98 181 APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule Hl 10. Debts/Hortgage Liabilities/Liens (Schedule Il 11. Total Deductions 12. Net Value of Tax Return 13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule Jl 14. Net Value of Estate Subject to Tax (91 1101 19,573.56 29.618.17 1111 1121 1131 1141 NOTE: To insure proper credit to your account, submit the upper portion of this form with your tax payment. 142,700.39 49.191 7~ 93,508.66 10,000.00 83,508.66 TAX I'DEDITS: [+1 ANOUNT PAID DATE NUNBER INTEREST/PEN PAID I-I 12-20-2004 CD004752 42.71- 12,569.01 BALANCE OF UNPAID INTEREST/PENALTY AS OF 12-21-2004 TOTAL TAX CREDIT 12,526.30 BALANCE OF TAX DUE .00 INTEREST AND PEN. 5.52 TOTAL DUE 5.52 . IF PAID AFTER DATE INDICATED, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. I IF TOTAL DUE IS LESS THAN $1, NO PAYNENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CRI, YOU NAY 8E DUE A REFUNO. SEE REVERSE SIDE OF THIS FORN FOR INSTRUCTIONS. I RESERVATION: PURPOSE OF MOTICE: PAYMENT: REFUND (eR): OBJECTIONS: ADMIN- ISTRATIVE CORRECTIONS: DISCOUNT: PENALTV. INTEREST: Estates of decadents dying on or before December 12~ 1982 -- if any future interest in the estate is transferred in possession or enjoyment to Class B (collateral) beneficiaries of the decedent after the expiration of any estate for life or for years, the Com.onwealth hereby expressly reserves the right to appraise and assess transfer Inheritance Taxes at tha 18wful Class B (collateral) rate on any such future interest. To fulfIll the requirements of Section Zl40 of the Inheritance and Estate Tax Act, Act Z3 of 2000. (72 P.S. Section 9140). Detach the top portion of this Notice and sub.it wIth your pay.ent to the Register of Wills printed on the reverse side. --Hake check or 1IJ0ney order payabla to: REGISTER OF MILLS, AGENT A refund of a tax credit, which was not requested on the Tax Return, .ay be requested by co.pleting an "Application for Refund of Pennsylvania Inheritance and Estate Tax~ (REV-1313). Applications ere available online at www.revenue.state.Da us, any Registar of Wills or Revenue District Dfficel or fr~ the Depart.ent's 24-hour answering service for fo~s orders: 1-800-362-2050j services for taxpayers with special hearing and/or speaking needs: 1-800-447-3020 (TT only). Any party in interest not satisfied with the apprais.ent, allowance or disallowance of daductlons or aSSQssasnt of tax (inclUding discount or interest) as shown on this Notice .ay object within 60 days of the date of receipt of this notice by filing one of the following: A) Protest to the PA Depart.ent of Revenue, Board of Appeals. You .ay Object by filing a protest online at www.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 .ust receive a confir.ation number and processed date frog the Board of Appeals website. You gay also send a written protest to PA Depart.ent of Revenue, Board of Appeals P.O. Box 281021, Ha~risburg, PA 17128-1021. Petitions gay not be faxed. B) Election to have the _atter debJnnined at the audit of the accQunt of the personal repres8ntative. C) Appeal to the Orphans' Court. Factual errors discovered on this asses~ent should be addressed in writing to: PA Department of Revenue, Bureau of Individual Taxes, ATTN: Post Assess.ent Review Unit~ P.O. Box 280601, HarriSburg, PA 17128-0601 Phone (117) 787-6505. See page 5 of the booklet "Instructions for Inheritance Tax Return for e Resident Decedent" (REV-150!) for an explanation of adllinistratively correctable errors. If any tax due is ~aid within three (3) calendar months after the decedent's death, a five percent (5r.) discount of the tax paid is allowed. Tn. 15~ ~ -.n..~ non-participation penalty is CQ.puted on the tQtal 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~par~lcipatlon penalty is appealable in the sa.v Mannar and in the the same tIDe period as you would appeal the tax and interest that has been assessed as indicated on this notice. Interest is charged beginning with first day of delinquency, or nfne (9) months and one el) day frollJ the date of death, to the date of pay.ent. Taxes which became delinquent before January 1, 1982 bear interest at the rate of six e6~) percant per annu. calculated at a daily rate of .000164. All taxes Which baca~ delinquent on and after January 1, 1982 will bear interest at a rate Which will vary fro. calendar year to calendar year with that rate announced by the PA Department of Revenue. The aPPlicable interest rates for 1982 through 2005 arB: Interest Daily Interest Daily Interest Rate Factor Year Rate Factor Year Rate zrr--:oII1!m Iml-"', --rrr- ~ ~ -or- 16.% .000438 1992 9;( .aaDZ47 zaDZ 6.% 117. .000301 1993-199~ 7i:: .000192 2003 5.% 13.% .000356 1995-1998 91.: .00D247 Z004 4X lOX .000274 1999 7i:: .000192 2005 5X 107. .000214 2000 77. .000192 Veer mn 1983 1984 '98' 1986 1987 Daily Factor .mRr .000164 .000131 .OOOUO .000137 --Interest is calculated as follows: INTEREST = BALANCE OF TAX UNPAID X NUNBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR --Any Notice issued aftar the tax beco~es delinquent will reflect an interest calculation to fifteen (15) days beyond the date of the assessNent. If paYNent is made after the interest co.putation date shown on the Notice, additional interest must be calculated. COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG. PA 17128-0601 REV-1162 EX(11-96) RECEIVED FROM: PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT BESHORE MARVIN ESQ 1 30 STATE ST POBOX 946 HARRISBURG, PA 17108-0946 -------- fold ESTATE INFORMATION: SSN: 176-07-8606 FILE NUMBER: 2104-0367 DECEDENT NAME: TRA VER RUTH B DATE OF PAYMENT: 03/23/2005 POSTMARK DATE: 03/22/2005 COUNTY: CUMBERLAND DATE OF DEATH: 02/15/2004 NO. CD 005110 ACN ASSESSMENT CONTROL NUMBER AMOUNT 101 I $5.59 I I I I I I I I TOTAL AMOUNT PAID: REMARKS: CHECK# 018570 SEAL INITIALS: JA RECEIVED BY: REGISTER OF WILLS $5.59 GLENDA FARNER STRASBAUGH REGISTER OF WillS (Rev. 10/04) Before the Register of Wi. berland County, Pennsylvania I' I Estate of Ruth B. Traver deceased No. 21-04-0367 Inventory I, Ray E. Hykes, personal representative of the estate ofthe above named decedent, verify tb.~t the items appearing in the following inventory include all of the personal estate of the decedent wherever situate and all of the real estate of the decedent in the Commonwealth of Pennsylvania, that the valuation placed opposite each item of the 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 the inventory. I understand that false statements made in this inventory are subject to the penalties of 18 Pa.C.S. ~ 4904 relating to unsworn falsification to authorities. Date: March 28. 2005 Ii/@: -~ Si e of Atto~ey Typed Name: MARVIN BESHORE, Esq. Supreme Court LD. No.: PA 31979 Office Address: 130 State Street, Harrisburg, PA 17101 P.O. Box 946, Harrisburg, PA 17108-0946 Telephone Number: 717-236-0781 e Individual Personal Typed Name: RAY E. HYKES 1 0" In the Court of Common Pleas of Cumberland County, Pennsylvania Orphans' Court Division Estate of RUTH B. TRAVER, Deceased No. 2104-0367 - PETITION FOR ADJUDICATION This petition for adjudication is submitted in connection with the fitst and final account filed by Ray E. Hykes, Executor, in the estate of Ruth B. Traver, deceased: 1',<,; I. The decedent died on_February IS, 2004, residing at Messiah Village, 100 Mt. Allen Dr., Mechanicsburg, Upper Allen Township, P A 17055, domiciled in Cumberland County, Pennsylvania. 2. The decedent left a will dated February 21,1978, and codicil(s) NONE, which were admitted to probate as the last will of the decedent (the "will") on May 5, 2004. A copy of the will is attached to this petition. 3. Letters were granted as stated below. Letters Testamentary were granted to Ray E. Hykes on May 5, 2004. Jane Landis renounced her right to administer the estate by Renunciation filed March 19, 2004. 4. Notice of the original and any subsequent grant ofletters was published once a week for three successive weeks in a newspaper of general circulation in Cumberland County and in the Cumberland Law Journal as required by Section 3162 of the Probate, Estates and Fiduciaries Code, 20 Pa. C.S. 1l3162, the first complete advertisement of the original grant of letters having been made on May 18, 2004, more than four months before the filing of the account as required by Section 3501.1 of the Probate, Estates and Fiduciaries Code, 20 Pa. C.S. 1l3501.1, and Rule 6.4 ofthe Supreme Court Orphans' Court Rules. 5. The decedent at death was not maintained in an institution by the Commonwealth or by a political subdivision (and notice of the grant of letters was given to the Department of Revenue or to the proper officer of the political subdivision as required by Section 3393 of the Probate, Estates and Fiduciaries Code, 20 Pa. C.S. 1l3393.) 6. The decedent did not receive medical assistance after attaining fifty-five years of age and within five years of death (and notice was given to the Department of Public Welfare as required by Section 1412(b) of the Public Welfare Code, 62 P.S. 1l1412(b)). I .)- 7. Notice of estate administration was given to each person entitled to receive notice, and certification of notice was filed, as required by Rule 5.6 ofthe Supreme Court Orphans' Court Rules. 8. An inventory is filed herewith as required by Section 3301 ofthe Probate, Estates and Fiduciaries Code, 20 Pa. C.S. g3301. A copy of the inventory is attached to this petition. 9. No prior accounts have been filed except as stated below. NONE. 10. The estate is subject to the payment of Pennsylvania inheritance tax and the tax payable, including interest and penalties, if any, has been finally determined and paid in full. II. The estate is not subject to the payment of United States estate tax (and the tax payable, including interest and penalties, if any, has been finally determined and paid in full). 12. The estate is not subject to the payment of United States generation-skipping transfer tax on a direct skip (and the tax payable, including interest and penalties, if any, [has or has not] been finally determined and paid in full). 13. A family exemption under Section 3121 of the Probate, Estates and Fiduciaries Code, 20 Pa. C.S. g3121, has not been claimed by NONE APPLICABLE. 14. There are no unpaid claims against the estate of which the accountant(s) has (have) knowledge or notice except as stated below. NO EXCEPTIONS. 15. The dispositive provisions ofthe will are described below. 3. In the event that my said husband, William K. Traver should predecease me, then I give, devise and bequeath all my furniture, furnishings, books, silverware, jewelry, pictures, objects of art, automobiles, and all other domestic and household effects and personal goods and chattels, of every nature and wheresoever situate, to my nephew, George Beamer, of Pueblo, Colorado, my niece, Gloria Tomm, ofWellsville, New York, and my nephew, Galen Beamer, Wellsville, New York, in equal shares. In the event that any of the above should predecease me, then I direct that their share shall be added to the shares ofthe surviviors. 4. In the event that my said husband, William K. Traver should predecease me, then I give, devise and bequeath the sum of Five Thousand ($5,000.00) Dollars to the Masonic Homes, Elizabethtown, Pennsylvania. 2 5. In the event that my said husband, William K. Traver should predecease me, then I give, devise and bequeath the sum of Five Thousand ($5,000.00) Dollars to the United Methodist Home, Mechanicsburg, Pennsylvania. 6. In the event that my said husband, William K. Traver should predecease me, then I give, devise and bequeath all the rest, residue and remainder of my estate, of whatsoever nature and wheresoever situate, to the nieces and nephews of my husband and my nieces and nephews, in equal shares. In the event that any of the said nieces and nephews aforesaid should predecease me, I direct that their share be added to the shares of the surviving nieces and nephews. 16. The decedent was not survived by a spouse. 17. No beneficiary predeceased the decedent (or failed to survive the decedent by a survival period required by the will) except as stated below. NO EXCEPTIONS. 18. No beneficiary has disclaimed an interest in property except as stated below. NO EXCEPTIONS. 19. The decedent did not marry after the execution of the will. 20. The decedent was not divorced after the execution of the will. 21. There were no children born to or adopted by the decedent after the execution of the will except as stated below. NO EXCEPTIONS. 22. The decedent was not the victim of a willful and unlawful killing in which a person who would otherwise be entitled to receive property or other benefits participated as a principal or accessory before the fact. 23. No specific legacy or devise is adeemed except as stated below. The bequest of household personalty was distributed in cash in accordance with 20 Pa.C.S.A. S2514(l6.1), since all items had been liquidated by the Co- Guardians prior to Mrs. Traver's death. 24. No legacy or devise is subject to abatement except as stated below NO EXCEPTIONS. 3 25. The names and addresses of the beneficiaries of the estate, their relationship to the decedent, and the nature of their interests are stated below. All are nieces and nephews. Ms. Lisa A. Kinter 44 Marian St. Enmore N.S.W Australia 2042 Mr. Ron Traver 1100 Pinetown Road Lewisberry, P A 17339 Ms. Gloria Tomm 1333 Snyder Rd. Alfred Station, NY 14803 Mr. George Beamer 1317 South Progress Street Spokane Valley, WA 99037 Mr. Ken Weller P.O. Box 86 Fredrick, MD 21705-0086 Ms. Tamela M. Hanie 10184 S. 186 Lane Goodyear, AZ 85338 Mr. Galen Beamer Box 64 Ten Sleep, WY 82442 Ms. Anna Mae Messimer 1095 Pinetown Road Lewisberry, P A 17339 Mr. Duane C. Kinter 8562 Opal Road W arrenton, VA 20186 Mr. Brian Weller 311 Lewisberry Rd. New Cumberland, PA 17070-7339 Mr. Dennis Weller 439 Huntington Dr. Mount Ville, P A 17554 Ms. Lori Brunner 985 Stevens Rd. York Haven, PA 17370 Ms. Debra Egresites 356 Dividing Ridge Rd. Halifax, P A 17032-9742 Ms. Dawn C. Leach 540 Locust Point Road Dillsburg, P A 17019-9002 26. All interested persons are living and sui juris except as stated below. NO EXCEPTIONS. 27. Written notice of the filing of the account and the call of the account for audit has been given (or will have been given on the filing of this petition) to every unpaid claimant who has given written notice of a claim and to every other person known to have or claim an interest in the estate as creditor, beneficiary, heir, or next of kin as required by Section 3503 of the Probate, Estates and Fiduciaries Code, 20 Pa. C.S. ~3503, Rule 6.3 ofthe Supreme Court Orphans' Court Rules, and Rule 6.3.1 of the York County Orphans' Court Rules as set forth in the attached certificate. 28. Notice to interested persons who are not sui juris was given (or will have been given) as stated below. NOT APPLICABLE 4 29. This proceeding does not involve the interest of a minor, incapacitated person, absentee, presumed decedent, or unborn or unascertained persons not already represented by a guardian, trustee, or other fiduciary (and the court is not requested to appoint a guardian or trustee ad litem as provided by Section 751(6) of the Probate, Estates and Fiduciaries Code, 20 Pa. C.S. 9751(6), and Rule 12.4 of the Supreme Court Orphans' Court Rules). 30. This proceeding does not involve a charitable interest (other than a pecuniary legacy to a charity in the amount of $25,000 or less which has been or will be paid in full) (and written notice of the proceeding has been given (or will have been given on the filing of this petition) to the Attorney General as required by Ru1e 5.5 of the Supreme Court Orphans' Court Rules, a copy of which notice is attached to this petition, and proof of service of which notice by registered or certified mail or an acknowledgment of which notice is attached to this petition or will be filed prior to audit). 31. The decedent was not an inmate of a mental hospital owned by the Commonwealth or maintained by the Commonwealth in a home, asylum, or other institution (and a copy of the account has been filed (or will have been filed on the filing of this petition) with the Department of Revenue as required by Rule 6.7 of the Supreme Court Orphans' Court Rules). 32. The decedent was not a veteran of any war to whom compensation, insurance, or other benefits were payable by the United States Department of Veterans Affairs (and a copy of the account has been filed (or will have been filed on the filing of this petition) with the Department of Veterans Affairs as required by Rule 6.8 of the Supreme Court Orphans' Court Ru1es). 33. The decedent was not adjudged incapacitated except as stated below. In the Court of Common Pleas of York County, Pennsylvania, Orphans' Court Division, Docket Number 67-00-1064, decrees dated August 14,2000, and October 4, 2000. 34. below. The decedent was not at death a fiduciary of another estate except as stated NO EXCEPTIONS. 35. below. No distributive share of the estate has been assigned or attached except as stated NO EXCEPTIONS. 36. All personal representatives are joined in the account and in this petition except as stated below. NO EXCEPTIONS. 5 6 LAST WILL AND TESTAMENT OF RUTH B. TRAVER I, RUTH B. TRAVER, of Lewisberry, York County, Pennsylvania, being of sound mind, memory and understanding, do make, utter and publish this my last will and testament, hereby revoking all former wills by me heretofore made. 1. I order and direct that my Executor, hereinafter nsmed, pay all my just debts and funeral expenses, including inheritance taxes, as soon as conveniently may be done after my decease. 2. I give, devise and bequeath all the rest, residue and remainder of my estate, real, personal and mixed, whatsoever and wheresoever situate, of which I shall die seized and possessed, or to which I shall be entitled at the time of my decease, to my husband, William K. Traver, absolutely. 3. In the event that my said husband, William K. Traver should predecease me, then I give, devise and bequeath all my furniture, furnishings, books, silverware, jewelry, pictures, objects of art, automobiles, and all other domestic and household effects and personal goods and chattels, of every nature and wheresoever situate, to my nephew, George Beamer, of Pueblo, Colorado, my niece, Gloria Tomm, of Wellsville, New York, and my nephew, Galen Beamer, Wellsville, New York, in equal shares. In the event that any of the above should predecease me, then I direct that their share shall be added to the shares of the survivons. 4. In the event that my said husband, William K. Traver should predecease me, then I give, devise and bequeath the sum of Five Thousand ($5,000.00) Dollars to the Masonic Homes, Elizabethtown, Pennsylvania. 5. In the event that my said husband, William K. Traver should predeceaee me, then I give, devise and bequeath the sum of Five Thousand ($5,000.00) Dollars to the United Methodist Home, Mechanicsburg, Pennsylvania. 6. In the event that my said husband, William K. Traver should predecease me, then I give, devise and bequeath all the rest, residue and remainder of my estate, of whatsoever nature and wheresoever situate, to the nieces and nephews of my husband and my nieces and nephews, in equal shares. In the event that any of the said nieces and nephews aforesaid should predecease me, I direct that their share be added to the shares of the surviving nieces and nephews. 7. I nominate, constitute and appoint my said husband, William K. Traver, Executor of this my last will and testament, to serve without bond of any type whatsoever. 8. In the event that my said husband, William K. Traver should predecease me, or be unable to serve for any reason whatsoever, I nominate, constitute and appoint Mrs. Jane Landis, R. D. #2, Lewisberry, York County, Pennsylvania, and my husband's brother-in- law, Ray E. Hykes, R. D. #1, York Have~ York County, Pennsylvania, as Executors of this my last will and teseament, to serve without bond of any type whatsoever. 9. I direct that. my Executors serve as Guardians of the estate of any minor beneficiaries without bond of any typE whatsoever 10. I suggest to my Executors that they retain our attorney, John A. Roe, Esquire, 101 North Front Street, Harrisburg, Pennsylvania, to represent them in settlement of this estate. IN WITNESS WHEREOF, I have to this my last will and test_ament set my hand and seal at the end hereof this >- i _' t day of--:;J,_~ ~~'~'-'("' "-lo} , 1978. Signed, sealed, published and declared by Ruth B. Traver~ the Testatrix above nameg, as and for her last will and testament, in our presence, who, in her presence, at her request, and in the presence of each other, have subscribed our names a testing witnesses. ci1i'l '- ~-'- /~ , d('__ZIC-' ~ ~ ~ ) I ~ ) ~<~ /3 ~~~- uth . Traver . (SEAL) IN THE COURT OF COMMON PLEAS CUMBERLAND COUNTY, PENNSYLVANIA ORPHANS' COURT DIVISION ESTATE OF NO. 2104-0367 RUTH B. TRAVER ATTORNEY'S CERTIFICATION I hereby certify that the requirements of Supreme Court Rule 6.3 and Cumberland County Orphans' Court Local Rule 6.3-1 with respect to notice to parties in interest of the filing of a First and Final Account and call for audit have been met. This --1t!!:day of It~- ,2005. Jt{a; ~ Marvm Beshore. Esquire, ID #31979 130 State Street, P.O. Box 946 Harrisburg, P A 17108-0946 (717) 236-0781 Attorney for Estate of Ruth B. Traver THE PATRIOT NEWS THE SUNDAY PATRIOT NEWS Proof of Publication Under Act No. 587, Approved May 16,1929 Commonwealth of Pennsylvania, County of Dauphin} ss Joseph A. Dennison, being duly sworn according to law, deposes and says: That he is the Ass!. Controller of The Patriot News Co., a corporation organized and existing under the laws of the Commonwealth of Pennsylvania, with its principal office and place of business at 812 to 818 Market Street, in the City of Harrisburg, County of Dauphin, State of Pennsylvania, owner and publisher of The Patriot-News and..IIN... Sunday Patriot-News newspapers of general circulation, printed and published at 812 to 818 Market Street, in the City, County and State aforesaid; that The Patriot-News and The Sunday Patriot-News were established March 4th, 1854, and September 18th, 1949, respectively, and all have been continuously published ever since; That the printed notice or publication which is securely attached hereto is exactly as printed and published in their regular daily andlor Sundayl Metro editions which appeared on the 18th and 25th day(s) of May and the 1st day(s} of June 2004. That neither he nor said Company is interested in the subject matter of said printed notice or advertising, and that all of the allegations of this statement as to the time, place and character of publication are true; and That he has personal knowledge of the facts aforesaid and is duly authorized and empowered to verify this statement on behalf of The Patriot-News Co. aforesaid by virtue and pursuant to a resolution unanimously passed and adopted severally by the stockholders and board of directors of the said Company and subsequently duly recorded in the office for the Recording of Deeds in and for said County of Dauphin in Miscellaneous Book "M", Volume 14, Page 317. PUBLICATION COpy A.D. NOTICE IS HEREBY GIVEN that Letters Testamentary In the Estate or Ruth B Trover, Deceased, late 01 Upper Allen Town: ship, Cumberland County, PA, hove been granted to the undersigned. All persons knowing themselves to be Indebted, and those havIng claims will present them tor settlement to: Ray E. HYkes, Executor. c/o MarvIn Beshore, Esq., 130 stote Street Har- risburg, PA 11101. ' MARVIN BESHORE ATTORNEY AT LAW 130 STATE STREET, P.O. BOX 946 HARRISBURG, PA. 17108-0946 Statement of Advertising Costs To THE PATRIOT-NEWS CO., Dr. For publishing the notice or publication attached hereto on the above stated dates Total $ 63.25 Publisher's Receipt for Advertising Cost The Patriot News Co., publisher of The Patriot-News and The Sundav Patriot-News, newspapers of general circulation, hereby acknowledge receipt of the aforesaid notice and publication costs and certifies that the same have been duly paid. By.................................................................... 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 ofthe Cumberland Law Journal, ofthe County and State aforesaid, being duly sworn, according to law, deposes and says that the Cumberland Law Journal, a legal periodical published in the Borough of Carlisle in the County and State aforesaid, was established January 2, 1952, and designated by the local courts as the official legal periodical for the publication of all legal notices, and has, since January 2, 1952, been regularly issued weekly in the said County, and that the printed notice or publication attached hereto is exactly the same as was printed in the regular editions and issues of the said Cumberland Law Journal on the following dates, V1Z: MAY 21, 28, JUNE 4,2004 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 ofthe aforesaid notice or advertisement, and that all allegations in the foregoing statements as to time, place and character of publication are true. JL ~ , L sa Marie Coyne, Ed tor swolfo AND SUBSCRIBED before me this 4 day of JUNE 2004 Traver, Ruth B.. dec'd. Late of Upper Allen Township. Executor: Ray E. Hykes. c/o Mar- vin Beshore, Esquire, 130 State Street, Harrisburg. PA 17101. Attomey: Marvin Beshore, Es- quire. 130 State Street. Harris- burg. PA 17101. N A SEAL LOIS E. SNYDER, Notary Public Carlisle Bora, Cumberland County My Commission Expires March 5, 2005 , IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYL VANIA ORPHANS' COURT DIVISION ESTATE OF No. 2104-0367 RUTH B. TRAVER FIRST AND FINAL ACCOUNT OF RAY E. HYKES. EXECUTOR C,J Date of Death: Date of Executor's Appointment: Date of First Advertisement of Letters in Patriot News: Date of First Advertisement of Letters in Cumberland Law Journal: Accounting for the Period: February 15, 2004 May 5, 2004 May 18, 2004 May 21,2004 February 15, 2004 March 28, 2005 to Purpose of Account: RAY E. HYKES, Executor, offers this account to acquaint interested parties with the transactions that have occurred during his administration. The account also indicates the proposed final distribution ofthe Estate. It is important that the account be carefully examined. Requests for additional information or questions or objections can be discussed with: Ray E. Hykes, Executor 130 Hill-N-Dale Drive York Haven, PA 17370-9777 or with Marvin Beshore, Esquire, LD. #31979 LAW OFFICES OF MARVIN BESHORE 130 State Street, P.O. Box 946 Harrisburg, PAl 71 08-0946 (717) 266-3866 Executor ofthe Estate (717) 236-0781 Attorney for the Estate -1- FIRST AND FINAL ACCOUNT OF RAY E. HYKES, EXECUTOR OF THE ESTATE OF RUTH B. TRAVER SUMMARY OF ACCOUNT Receipts of Principal Receipts of Income and Miscellaneous Receipts Gain or Loss on Sales or Other Disposition $137,862.04 $5,558.87 $4,758.50 Total Receipts Disbursements Debts of Decedent $29,459.79 $11,768.76 $14,574.70 $7,000.00 $1,337.62 $16,845.80 Funeral Expenses Taxes Fees and Commissions Administrative Expenses Gifts/Specific Bequests Total Disbursements Combined Totals Receipts Disbursements Net Balance -2- $148,179.41 $80,986.67 $148,179.41 $80,986.67 $67,192.74 , FIRST AND FINAL ACCOUNT OF RAY E. HYKES, EXECUTOR OF THE ESTATE OFRUTHB. TRAVER RECEIPTS OF PRINCIPAL Assets Listed in Inventory (Valued as of Date of Death or per Guardians' Final Account') Cash on Hand. Bank Deoosits. Common Stocks and Miscellaneous Personal Prooerty: Guardianship Checking Acct. - M&T - 1920766 $10,529.092 PPL Corporation Shares of Common Stock - Account 3084953000 $9,115.63 PPL Corporation Shares of Common Stock - Account 3097072513 $51,618.09 Morgan Stanley Dean Witter Account - 410-018496-010 $41,112.52 Morgan Stanley Dean Witter Account - 410-15011-101 $13,017.38 Appraised value of coins in safety deposit box Pre-need Account with Beaver-Uhrich Funeral Home $1,329.33 $11,140.00 TOTAL RECEIPTS OF PRINCIPAL $137,862.04 ] The Guardians' Accounts ofthe Estate of Ruth B. Traver, An Incapacitated Person, are attached as Exhibits hereto, in accordance with 20 Pa. C. s. 93501.2. The receipts of principal are in accordance with that account, except as noted. 2 Adjusted from amount on Guardians' account for checks in transit. -3- FIRST AND FINAL ACCOUNT OF RAY E. HYKES, EXECUTOR OF THE ESTATE OF RUTH B. TRAVER RECEIPTS OF INCOME AND MISCELLANEOUS RECEIPTS 05/13/04 05/13/04 - 03/11/05 02/15/04 - 06/10/04 Hickock Co. Retirement account death benefit Interest accrued - Waypoint/Sovereign Estate Checking Account Dividends/interest earned- Morgan Stanley Account - 410 018496101 Total Receipts of Income and Miscellaneous Receipts -4- $4,186.13 $1,305.60 $67.14 { $5,558.87 FIRST AND FINAL ACCOUNT OF RAY E. HYKES, EXECUTOR OF THE ESTATE OF RUTH B. TRAVER GAINS AND LOSSES ON SALES OR OTHER DISPOSAL Asset: PPL shares 2/15/2004 Acquisition value $60,733.72 09/07/2004 Received on disposition $66,073.71 Gain or loss on sale $5,339.99 MSDW IRA account 02/15/2004 Acquisition value $13,017.38 06/1 0/2004 Received on sale/disposition $12,603.42 Gain or loss on sale/disposition ($413.96) Coins in safe deoosit box 02/15/2004 Acquisition value $1,329.33 02/18/2005 Received on sale/disposition $1,161.80 Gain or loss on sale/disposition ($167.53) Total Gains and Losses on Sales $4,758.50 -5- FIRST AND FINAL ACCOUNT OF RAY E. HYKES, EXECUTOR OF THE ESTATE OF RUTH B. TRAVER DISBURSEMENTS Debts of Decedent: OS/24/04 OS/25/04 OS/25/04 OS/25/04 OS/25/04 06/09/04 06/17/04 06/17/04 06/17/04 06/17/04 08/25/04 Mobile X-Ray Imaging Pharmerica - Medications Internists of Central P A - Medical Care Gunn Mowery Insurance - Bond Premium for Guardians Gloria Tomm: Postage M&T Bank - Safety Deposit Box Gloria Tomm - Guardian of An Incapacitated Person - Commission for Services August 2000 - February 2004 Ronald E. Traver - Guardian of An Incapacitated Person - Commission for Services August 2000 - February 2004 Marvin Beshore, Esquire - Attorney's Fees and Costs from August 2001 - February 2004 in Guardianship of An Incapacitated Person Messiah Village Nursing Home Pharmerica - Medications Total Debts of Decedent: -6- $52.71 $351.52 $50.31 $127.00 $2.22 $79.17 $7,500.00 $7,500.00 $5,204.00 $8,585.65 $7.21 $29,459.79 Funeral Expenses: 02/20/04 08/25/04 OS/25/04 Taxes: 12/20/04 03/22/05 03/24/05 Beaver-Urich Funeral Home Silbaugh Memorials - Engraving Gloria Tomm: Reimbursed for additional expenses related to funeral Total Funeral Expenses: Register of Wills, Agent; Inheritance Tax Register of Wills, Agent; Inheritance Tax Reserve for payment to: Internal Revenue Service and Pennsylvania Department of Revenue: Fiduciary Income Taxes Total Taxes: Fees and Commissions: Ray E. Hykes, Executor's Commission Marvin Beshore, Esquire - Attorney's Fees - Estate Administration Total Fees and Commissions: $11,140.00 $180.00 $448.76 $11,768.76 $12,569.01 $5.69 $2,000.003 $14,574.70 Waived $7,000.00 $7,000.00 3 Reserve retained for payment of fiduciary income taxes, for the 2004-05 fiscal years of the estate to Internal Revenue Service and Commonwealth of Pennsylvania. The tax is primarily related to the IRA distribution to the Estate, which is fully taxable at the fiduciary rates, as well as tax on the other income during administration. -7- Administrative Expenses: Paid bv Executor from Estate Account: 06/22/04 Coin Appraisal- Crone's Coins $50.00 OS/25/04 Bank charges (checks) $17.75 03/28/05 Ray E. Hykes: Executor's out of pocket $179.59 expenses (mileage) Invoice of Reimbursement to Law Offices of Marvin 03/28/05 Beshore for costs advanced: 03/22/04 Register of Wills: Oath of Subscribing $15.00 Witness 03/25/04 Register of Wills: Petition for Probate, $113.00 Renunciation of Co-executor, extra pages, Short Certificate, JCP fee (estate valued at $80,000) 04/15/04 Register of Wills: Petition for Admission $13.00 of Conformed Will 05/11104 Cumberland Law Journal- Publication of $75.00 Estate Administration 06/04/04 Vital Records- William K. Traver's Death $45.00 Certificates 06/09/04 Patriot News- Publication of Estate $63.25 Administration 08/26/04 Register of Wills: Short Certificates $12.00 12/20/04 Register of Wills: Additional Probate $175.00 12/20/04 Register of Wills: Inheritance Tax Return $15.00 03/28/05 Register of Wills: File Account, Petition $210.00 and Inventory 03/28/05 Law Offices of Marvin Beshore: $354.03 photocopy, fax, long distance telephone and postage expense: February 2004 - March 2005 Total Administrative Expenses: $1,337.62 -8- Soecific Beauests: 12/17/04 In Accordance with Paragraph 4 of Last $5,000.00 Will and Testament: Masonic Homes, Elizahethtown, P A 12/17/04 In Accordance with Paragraph 5 of Last $5,000.00 Will and Testament: United Methodist Home for Children, Mechanicshurg, P A 12/17/04 In Accordance with Paragraph 3 of Last $1,894.66 Will and Testament: Galen Beamer (1/3 share of net proceeds from sale of household personalty) 12/17/04 In Accordance with Paragraph 3 of Last $1,894.66 Will and Testament: George Beamer (1/3 share of net proceeds from sale of household personalty) 12/17/04 In Accordance with Paragraph 3 of Last $1,894.67 Will and Testament: Gloria Tomm (1/3 share of net proceeds from sale of household personalty) 03/08/05 Gloria Tomm - 1/3 share of net proceeds $387.27 from sale of coins 03/08/05 Galen Beamer - 1/3 share of net proceeds $387.27 from sale of coins 03/08/05 George Beamer - 1/3 share of net proceeds $387.27 from sale of coins Total Bequests: $16,845.80 -9- FIRST AND FINAL ACCOUNT OF RAY E. HYKES, EXECUTOR OF THE EST ATE OF RUTH B. TRAVER SCHEDULE OF PROPOSED FINAL DISTRIBUTION TO BENEFICIARIES Net balance held for distribution: 67,192.74 TOTAL AMOUNT SUBJECT TO DISTRIBUTION:4 $67,192.74 PROPOSED DISTRIBUTION: To each residuary heir, 1/14 share of residue in Accordance with Paragraph 6 of Last Will and Testament Galen Beamer Box 64 Ten Sleep, WY 82442 $4,799.48 George Beamer 1317 South Progress Road Spokane Valley, WA 99037 $4,799.48 Lori Brunner 985 Stevens Road York Haven, P A 17370 $4,799.48 Debra Egresites 356 Dividing Ridge Road Halifax, PA 17032-9742 Tame1a M. Hanie 10184 S. 186 Lane Goodyear, AZ 85338 $4,799.48 $4,799.48 Duane C. Kinter 8562 Opal Road Warrenton, VA 20186 $4,799.48 4 To the extent funds remain from the income tax reserve (see note 3 above), and with respect to any additional interest accrued prior to final distribution, such funds will be distributed pro rata to the residuary heirs. -10- PROPOSED DISTRIBUTION - continued Lisa A. Kinter 44 Marian Street Enmore N.S.W. Australia 2042 Dawn C. Leach 540 Locust Point Road Dillsburg, P A 17019-9002 Anna Mae Messimer 1095 Pinetown Road Lewisberry, P A 17339 Gloria Tomm 1333 Snyder Road Alfred Station, NY 14803 Ronald Traver 1100 Pinetown Road Lewisberry, P A 17339 Brian Weller 311 Lewisberry Road New Cumberland, P A 17070-7339 Dennis Weller 439 Huntingdon Drive Mount Ville, PA 17554 Ken Weller PO Box 86 Frederick, MD 21705-0086 Total Amount Distributed: $4,799.48 $4,799.48 $4,799.48 $4,799.48 $4,799.48 $4,799.48 $4,799.49 $4,799.49 $67,192.74 -11- EXHIBIT A Guardian of the Estate Final Report For the period: August 15,2003 to February 15,2004 IN THE COURT OF COMMON PLEAS OF YORK COUNTY, PENNSYLVANIA ORPHANS' COURT DIVISION INRE: No. 67-00-1064 RUTH B. TRAVER, an incapacitated person GUARDIAN OF THE ESTATE FINAL REPORT [20 Pa.C.S. ~ 5521 (c) ] For the period: Aug;ust 15.2003 to February 15. 2004 1. We were 'the Limited l(fiena~ircle one) Guardians of the Person and of the Estate of our ward, named above. We were appointed Guardians by Order of the Court dated August 14,2000, which ~ was not (circle one) modified by Court Order(s) dated October 4. 2000. 2. Is the incapacitated person still living? Yes,@(circle one) Ifno, answer the following: a. Date of death: February 15, 2004 b. Place of death: Messiah Village. Mechanicsburg, Cumberland County, P A c: Name of Administrator or Executor: Rav E. Hvkes d. Date Guardian of the Estate filed the last annual report: December 24, 2003 PLEASE ANSWER THE FOLLOWING QUESTIONS WHETHER THE INCAPACITATED PERSON IS LIVING OR DECEASED 3. Our initial Inventory was filed on December 22,2000, and listed a total estate value of$173,639.20. The Inventory listed a total monthly income of$ n/a , comprised of the following: 4. At the beginning of this reporting period, our initial balance on hand was $157.736.15 SEE ATTACHED ACCOUNT- RECEIPTS OF PRINCIPAL ASSETS AUGUST 15, 2003 - FEBRUARY 15,2004 REPORTING PERIOD RUTHB. TRAVER 67-00-1064 5. During this reporting period, the following reflects all sources of income received by us for our ward: SEE ATTACHED ACCOUNT- RECElPTS OF INCOME AND MISCELLANEOUS RECElPTS AUGUST 15,2003 - FEBRUARY 15, 2004 REPORTING PERIOD TOTAL $11,692.70 6. During this reporting period, the following reflects all payments we have made for our ward: SEE ATTACHED ACCOUNT- DISBURSEMENTS AUGUST 15,2003 - FEBRUARY 15, 2004 REPORTING PERIOD TOTAL $37,787.44 7. The principal assets of our ward before her death were: SEE ATTACHED ACCOUNT- ASSETS HELD ON ACCOUNT AUGUST 15,2003 - FEBRUARY 15, 2004 REPORTING PERIOD TOTAL $131,041.41 8. The former amounts and sources of income for our ward were: Sources of Income Amount of Income (Indicate whether monthly, quarterly or annually) 1. Social Security $1 ,096.00/month (2003) $1,112.00/month (2004) $186.13/month 2. Fulton Retirement 3. Various interest $1.20/month (approx.) 2 RUTH B. TRAVER 67-00-1064 9. The regular monthly expenses of our ward that we paid were: To Whom Paid Amount 1. 2. 3. Messiah Village Pharamerica Medical professional bills $3,805.00/month (average) $351.00/month (average) $47.45/month ( average) 10. We have 9 (circle one) petitioned the Court for permission to invade principal to meet the needs of our ward. (If applicable )The following expenses of our ward have been paid from principal: Expenses of maintenance as needed. 11. W ~~ have not (circle one) paid ourselves compensation for services we ren ered as guardians. The amount we paid ourselves totaled $15.000.00 and was calculated at the following rate: * per week / month (circle one). SEE ATTACHED ACCOUNT- FEES AND COMMISSIONS * Paid from the Estate post-death: A single commission of less than 5% principal and interest over the course of the guardianship. N/A 12. Circle the correct response and complete, if applicable: a. There will not be a need for extraordinary expenditures on behalf of our ward in the next twelve (12) months. b. There will be a need for extraordinary expenditures on behalf of our ward in the next twelve (12) months because: 3 RUTHB. TRAVER 67-00-1064 onse and complete, if a ro riate: Our ward received monthl benefits directl Weare the designated payees to receive our ward's social security benefits. The designated payee of our ward's social security benefits is: whose address is: 13. c. The payee is / is not (circle one) related to our ward as: N/A 14. Please note any concerns about the incapacitated person's physical or mental well being or the finances that the Court should know. 15. We were the guardians ofthe incapacitated person's person. If we were, our report is attached. Please note: One of the Co-Guardians, Mrs. Gloria Tomm, has already provided a Report of the Guardian of the Person to the Court. This office does not have a copy. 4 RUTH TRAVER 67-00-1064 1 certify under the penalties of 18 Pa.C.S. 9 4904 (relating to unsworn falsification to authorities) that the information contained in this report is true and correct to the best of my knowledge, information and belief. DATE: lo/t/ .;1001- I I Co-Guardians of the Person and ofthe Estate of Ruth B. Traver, An Incapacitated Person who died on February 15, 2004: Name: Address: Gloria Tomm 1333 Snyder Road Alfred Station, NY 14803 Phone: (home) 607-587-8479 (work) 585-335-4252 Name: Address: Ronald E. Traver 11 Pinetown Road Lewisberry, P A 17339 Phone: (home) 938-2986 (work) N/A 5 FINAL ACCOUNT OF GLORIA TOMM AND RONALD E. TRAVER, CO-TRUSTEES OF THE ESTATE OF RUTH B. TRAVER, AN INCAPACITATED PERSON RECEIPTS OF PRINCIPAL ASSETS- AUGUST 15. 2003 Assets Listed in Inventory (Valned as of Angust 31, 2003) Cash on Hand. Bank Deposits and Miscellaneous Personal Propertv: M&T Bank Checking Acct. 1920766 $19,918.15 Insured Savings Trust, LeTourneau University #61125223356 (as of 6/30/02) 5,275.36 *1 Diamond Ring and Wedding Bands 100.00 *2 Morgan Stanley Dean Witter Total Account Balance 74,775.54 PPL Shares of stock- value 57,067.10 *3 TOTAL RECEIPTS OF PRINCIPAL $157,136.15 * I The LeTourneau account is a charitable remainder annuity trust which paid $182.50 per year income for life. The principal remainder is the property of the Le Tourneau University upon Mrs. Traver's death. *2 During the report year of August to August 2001 through 2002, two of the rings were lost at the nursing home residence. *3 PPL stock certificates beld in custodial accounts by PPL Corporation were inadvertently not reported in report years ending August 2002 and 2003. The custodian had an incorrect address for tbe Co-Guardians. 08/22/03 - 02/l5/04 09/01/03 - 02/15/04 09/01/03 - 02/15/04 02/01/04 09/01/03- 02/15/04 08/15/01- 02/14/04 FINAL ACCOUNT OF GLORIA TOMM AND RONALD E. TRAVER, CO-TRUSTEES OF THE ESTATE OF RUTH B. TRAVER, AN INCAPACITATED PERSON RECEIPTS OF INCOME AND MISCELLANEOUS RECEIPTS AUGUST 15.2003 - FEBRUARY 15. 2004 M&T Bank Checking Acct Interest (No. 00019-2076-6) Social Security Income 7.82 6,608.00 Fulton, monthly retirement income 930.65 Dividend from Insured Savings Trust - LeTourneau University 91.25 *4 Morgan Stanley Dean Witter Accounts Nos. 410 0184496101 and 410 015011 101 231. 72 PPL shares of stock- dividends $3823.26 * 5 TOTAL RECEIPTS OF INCOME AND MISCELLANEOUS RECEIPTS $11,692,70 *4 One other dividend from Le Toumeau was received after Mrs. Traver's death and returned to Longview Banle *5 Dividend income not shown in previous reports is shown here. FINAL ACCOUNT OF GLORIA TOMM AND RONALD E. TRAVER, CO-TRUSTEES OF THE ESTATE OF RUTH B. TRAVER, AN INCAPACITATED PERSON DISBURSEMENTS - AUI!Ust 15. 2003 - Februarv 15. 2004 08/29/2003 Messiah Village - Monthly Charge 5,853.30 09/26/2003 Messiah Village - Monthly Charge 5,844.45 10/30/2003 Messiah Village - Monthly Charge 5,634.30 12/10/2003 Messiah Village - Monthly Charge 5,766.00 01/05/2004 Messiah Village - Monthly Charge 5,632.15 02/03/2004 Messiah Village - Monthly Charge 5,799.35 08/28/2003 Pharrnerica - Medications 460.59 10/10/2003 Pharmerica - Medications 306.71 11/04/2003 Pharrnerica - Medications 441.68 12/09/2003 Pharrnerica - Medications 400.31 01/06/2004 Pharrnerica - Medications 400.69 01/29/2004 Pharmerica - Medications 362.1 0 02/24/2004 Pharrnerica - Medications 199.00 10/31/04 Mobile Optometry 211.00 09/19/03 Foot Care 49.10 02/02/04 Foot Care 40.00 02/20/04 Foot Care 40.00 02/20/2004 Internists of Central P A 33.75 09/22/2004 Postmaster 9.75 10/06/2003 Postmaster 3.85 02/20/04 Gloria Tomm 150.27 02/20/04 Gloria Tomm 149.09 TOTAL DISBURSEMENTS $37,787.44 Fees and Commissions: 06/17/2004 06/17/2004 Marvin Beshore: Attorney's fees Guardians' conunissions: Gloria Tomm Ronald E. Traver Total Fees and Commissions: 5,204.00 6* 7,500.00 7* 7,500.00 7* 6* Attorney's rees 2001 - 2004: accrued. 7* Tenninating and total connnission paid to Co-Guardians in one payment post-death. $20,204.00 FINAL ACCOUNT OF GLORIA TOMM AND RONALD E. TRAVER, CO-TRUSTEES OF THE EST A TE OF RUTH B. TRAVER, AN INCAP ACIT ATED PERSON ASSETS HELD ON ACCOUNT - END OF REPORT PERIOD AUGUST 15.2003 TO FEBRUARY 14. 2004 Cash on Hand. Investment Accounts and Miscellaneous Personal Propertv: M&T Bank Checking Accl. 1920766 $10,802.43 Insured Savings Trust, LeTourneau University #61125223356 5,275.36 *8 Diamond Ring and Wedding Bands 100.00 *9 Morgan Stanley Dean Witter IRA Account: 410 015011 101 13,017.38 Morgan Stanley Dean Witter Account: 410 018496 010 41,112.52 PPL shares of stock: value 60,733.72 TOTAL RETAINED ASSETS $131,041.41 *8 The LeTourneau account was a charitable remainder aunuity trust which paid $182.50 per year income for life. The principal remainder is now the property of the Le Tourneau University. *9 During the report year of August to August 2001 through 2002, two of the rings were lost at the nursing home residence. EXHIBIT B Guardian of the Estate Annual Report F or the period: August 15,2002 to August 14,2003 ~'(Q) ~ '\1 IN THE COURT OF COMMON PLEAS OF YORK COUNTY, PENNSYLVANIA ORPHANS' COURT DIVISION INRE: No. 67-00-1064 RUTH B. TRAVER, an incapacitated person GUARDIAN OF THE ESTATE ANNUAL REPORT (20 Pa.C.s. ~ 5521 (c) ) For the period: AUl!Ust 15. 2002 to AUl!Ust 14. 2003 1. We are the Limited l(!lena~ircle one) Guardians of the Person and of the Estate of our ward, named a ove. We were appointed Guardians by Order of the Court dated August 14, 2000, whic~was not (circle one) modified by Court Order(s) dated October 4. 2000. 2. Is the incapacitated person still living? .@'No (circle one) Ifno, answer the following: a. Date of death: b. Place of death: c: Name of Administrator or Executor: d. Date Guardian of the Estate filed the last annual report: PLEASE ANSWER THE FOLLOWING QUESTIONS WHETHER THE INCAPACITATED PERSON IS LIVING OR DECEASED 3. Our initial Inventory was filed on December 22,2000, and listed a total estate value ofSI73,639.20. The Inventory listed a total monthly income of $ nla ,comprised of the following: 4. At the beginning of this reporting period, our initial balance on hand was $146.993.53. SEE ATTACHED ACCOUNT- RECEIPTS OF PRINCIPAL ASSETS BEGINNING OF 2002-2003 REPORTING PERIOD RUTHB. TRAVER 67-00-1064 5. During this reporting period, the following reflects all sources of income received by us for our ward: SEE ATIACHED ACCOUNT- RECEIPTS OF INCOME AND MISCELLANEOUS RECEIPTS FOR 2002-2003 REPORTNG PERIOD TOTAL $16,587.89 6. During this reporting period, the following reflects all payments we have made for our ward : SEE ATIACHED ACCOUNT- DISBURSEMENTS TOTAL $62,912.37 7. The present principal assets of our ward are: SEE ATTACHED ACCOUNT- RECAPITULATION TOTAL $100,669.05 8. The present amount and sources of income for our ward are: Sources of Income Amount of Income (Indicate whether monthly, quarterly or annually) 1. 2. 3. Social Security Fulton Retirement Various interest and dividend $1096.00/month (currently) $186. 13/month $104.69/month (approx.) 9. The regular monthly expenses of our ward that we pay are: To Whom Paid Amount I. 2. 3. Messiah Village Pharamerica Medical professional bills $5,304.87/month (average) $417.31/month (average) $36.72/month (average) 2 RUTH B. TRAVER 67-00-1064 10. We have~circle one) petitioned the Court for permission to invade principal to meet the needs of our ward. (If applicable )The following expenses of our ward have been paid from principal: Expenses of maintenance as needed. II. We have /Gve '!i/)( circle one) paid ourselves compensation for services we rendered as guardians. The amount we paid ourselves totaled $ and was calculated at the following rate: per week/month (circle one). 12. Circle the correct response and complete, if applicable: a. The~be a need for extraordinary expenditures on behalf of our ward iii1Iieile'xt twelve (12) months. b. There will be a need for extraordinary expenditures on behalf of our ward in the next twelve (12) months because: 13. Circle the correct res onse and com lete, if a ro riate: a. Our ward receives monthly social securi benefits direct! . b. We are the designated payees to receive our ward's social security benefits. c. The designated payee of our ward's social security benefits is: whose address is: The payee is lis not (circle one) related to our ward as: insert relationship). 14. Please note any concerns about the incapacitated person's physical or mental well being or the finances that the Court should know. 15. W@are not (circle one) the guardians ofthe incapacitated person's person. If we are, our report is attached. 3 ANNUAL ACCOUNT OF GLORIA TOMM AND RONALD E. TRAVER, CO-TRUSTEES OF THE ESTATE OF RUTH B. TRAVER RECEIPTS OF PRINCIPAL ASSETS - BEGINNING OF 2002-2003 REPORTING PERIOD Assets Listed in Inventory (Valued as of August 31, 2002) Cash on Hand. Bank Deoosits and Miscellaneous Personal ProDertv: Allfirst [now M & T] Bank Checking Acet. 1920766 $47,005.43 Insured Savings Trust, LeTourneau University #61125223356 (as of 6/30/02) 5,275.36 Diamond Ring and Wedding Bands 700.00 Morgan Stanley Dean Witter Total Account Balance 94,012.74 TOTAL RECEIPTS OF PRINCIPAL 5146,993.53 ANNUAL ACCOUNT OF GLORIA TOMM AND RONALD E. TRAVER, CO-TRUSTEES OF THE EST ATE OF RUTH B. TRAVER RECEIPTS OF INCOME AND MISCELLANEOUS RECEIPTS FOR 2002-2003 REPORTING PERIOD 08/22/02 - M&T Bank (Formerly AlIfirst) 56.62 08/22/03 Checking Acct Interest (No. 00019-2076-6) 09/01/02 - Social Security Income 13,108.00 08/31/03 09/01/02 - Fulton, monthly retirement income 2,223.56 08/31/03 01/01/03 Dividend from Insured Savings Trust - 182.50 LeTourneau University 09/01/02- Morgan Stanley Dean Witter Account 681.24 08/31/03 No. 4100184496 101 09/01/02- Morgan Stanley Dean Witter Account 335.97 08/31/03 No. 410015011 101 TOTAL RECEIPTS OF INCOME AND MISCELLANEOUS RECEIPTS $16,587.89 ANNUAL ACCOUNT OF GLORIA TOMM AND RONALD E. TRAVER, CO-TRUSTEES OF THE ESTATE OF RUTH B. TRAVER DISBURSEMENTS - 2002-2003 09/15/02 Messiah Villge - Monthly Charge 5,223.59 10/17/02 Messiah Village - Monthly Charge 5,395.15 11/20/02 Messiah Village - Monthly Charge 5,223.59 12/12/02 Messiah Village - Monthly Charge 5,264.04 01/15/03 Messiah Village - Monthly Charge 5,336.65 02/15/03 Messiah Village - Monthly Charge 5,376.65 03/13/03 Messiah Village - Monthly Charge 4,840.10 OS/20/03 Messiah Village - Monthly Charge 5,333.25 06/13/03 Messiah Village - Monthly Charge 5,351.65 08/07/03 Messiah Village - Monthly Charge 5,164.50 09/15/03 Messiah Village - Monthly Charge 5,844.45 09/15/02 Phannerica - Medications 389.25 10/17/02 Phannerica - Medications 505.81 11/20/02 Phannerica - Medications 500.99 12/16/02 Phannerica - Medications 380.25 01/15/03 Phannerica - Medications 207.99 02/13/03 Phannerica - Medications 416.94 04/20/03 Phannerica - Medications 747.39 OS/20/03 Pharmerica - Medications 334.75 06/08/03 Phannerica - Medications 384.04 08/07/03 Phannerica - Medications 305.72 cf $ 62,526.75 00/00/03 Internists of Central P A 31.96 03/15/03 Internists of Central PA 29.10 00/00/03 Internists of Central P A 48.85 00/00/03 Internists of Central PA 23.55 10/17/02 Foot Care - Medical 37.00 01/15/03 Foot Care - Medical 40.00 04/10/03 Foot Care - Medical 40.00 06/08/03 Foot Care - Medical 40.00 08/07/03 Foot Care - Medical 40.00 03113/03 Post Master 6.06 09/16/03 Walrnart Supplies 49.10 TOTAL DISBURSEMENTS 562,912.37 Fees and Commissions: 00/00/00 Marvin Beshore - Attorney's fees 0.00 00/00/00 Guardians' commissions Total Fees and Commissions: 0.00 50.00 " ANNUAL ACCOUNT OF GLORIA TOMM AND RONALD E. TRAVER, CO-TRUSTEES OF THE ESTATE OF RUTH B. TRAVER ASSETS HELD ON ACCOUNT - END OF 2002-2003 REPORTING PERIOD Assets Listed in Inventory (Valued as of August 31, 2003) Cash on Hand. Bank Deoosits and Miscellaneous Personal ProDertv: Allfirst [now M & T] Bank Checking Acct. 1920766 19,918.15 Insured Savings Trust, LeTourneau University #61125223356 (as of 6/30/02) 5,275.36 *1 Diamond Ring and Wedding Bands 100.00 *2 Morgan Stanley Dean Witter Total Account Balance $74,775.54 TOTAL RECEIPTS OF PRINCIPAL $100,069.05 *1 The LeTourneau account is a charitable remainder annuity trust which pays $182.50 per year income for life. The principal remainder is the property of the Le Tourneau University upon the death of Mrs. Traver. '2 During the report year, two of the rings were lost at the nursing home residence. RUTH TRAVER 67-00-1064 I certify under the penalties of 18 Pa.C.S. 9 4904 (relating to unsworn falsification to authorities) that the information contained in this report is true and correct to the best of my knowledge, information and belief. DATE: Signature of Co-Guardian of the Person Name: Address: Gloria Tomm 1333 Snyder Road Alfred Station, NY 14803 Phone: (home) 607-587-8479 (work) 585-335-4252 DATE: I:) ~- 0-3 (i? tSY77-(1JcI C~~vT.1~4 Signature of Co-Guardian of the Person Name: Address: Ronald E. Traver 11 Pinetown Road Lewisberry, P A 17339 Phone: (home) 938-2986 (work) N/A 4 RUTH TRAVER 67-00-1064 I certifY under the penalties of 18 Pa.C.S. 94904 (relating to unsworn falsification to authorities) that the information contained in this report is true and correct to the best of my knowledge, information and belief. DATE: . I t!.:i. /J ,,: , ~f;(7~ Signature of Co-Guardian ofthe Person Name: Address: Gloria Tomm 1333 Snyder Road Alfred Station, NY 14803 Phone: (home) 607-587-8479 (work) 585-335-4252 DATE: Signature of Co-Guardian of the Person Name: Address: Ronald E. Traver II Pinetown Road Lewisberry, P A 17339 Phone: (home) 938-2986 (work) N/A 4 EXHIBIT C Guardian of the Estate Annual Report For the Period: August 15,2001 to August 14,2002 IN THE COURT OF COMMON PLEAS OF YORK COUNT}:~, PENNSYLVANIA ORPHANS' COURT DIVISION N ;; f~: co (j1 s:: jT1 - 1. I am the Limited ~( circle one) Guardian of the Estate of my ward, R named above. I was appointed Guardian by Order of the Court dated Auqust 14, 29000 pgc_ . whkl:! wa,~ I was not (circle one) modified by Court Order(s) dated October 4,~. 2000 Y_. INRE: No. 67-00-1064 RUTH TRAVER an incapacitated person GUARDIAN OF THE ESTATE ANNUAL REPORT (20 Pa.C.S. ~ 5521(c)J For the period: August 15 2001 ,ill_lOAuqust'14, 20PD-2. 2. Is the incapacitated person stillliving?@ No (circle one) If no, answer the following, a. Date of Death: b. Place of Death: c. Name of Administrator or Executor: ef a ... o ,...., -< c: ,...., 0;;,: ;AJ -. -J 7:':'" _.." d. Date Guardian of the Estate filed the last annual report: PLEASE ANSWER THE FOLLOWING QUESTIONS WHETHER THE INCAPACITATED PERSON IS LIVING OR DECEASED 3. My initialInventory was filed on December 22 , .aoo~ and listed a.total estate value of$ 173,639.20 The Inventory listed a total monthly income of$ n/a comprised of the following: <::> ;0 __:2:t' -~'" ::':!:o -'''-rn (.f)(fl- - <: c.")Om x~o ;:0 -i RUTH TRAVER 67-0~-l064 4. At the beginning date of this reporting period, my initial balance on hand was $ 236,861.90 s. During this reporting period, the following reflects all sources of income received by me for my ward (add additional pages if needed): Date Received Source of Income SEE ATTACHED ACCOUNT._ Amount I. 2. 3 4. 5. 6. RECEfPTS OF INCOME AND MISCELLANEOUS RECEIPTS TOTAL 6. During this reporting period, the following reflects all payments I have made for my ward (add additional pages ifneeded): Date To Whom Paid Reason For Pavrnent SEE ATTACHED ACCOUNT Amount 1. 2 3. 4. 5 6. DISBURSEMENTS TOTAL 7. The present principal assets of my ward are: Descrintion of Asset Present Value 1. 2. 3. 4. 5 6. SEE ATTACHED ACCOUNT RECAPITULATION" 2 RUTH TRAVER 67-00-1064 I. 2. 3. 4. 5. 6. 8. The present amount and sources of income for my ward are: Sources of Income Amount of Income (Indicate whether monthly, quarterly or annually) l060/month in 2001 lUtl:>/mOnt;n ill 2002 1An.l::l/ month Social Security Fultog RotirgmQRt Penn Treaty-long term care insurance coverage/reimbursement-based upon R11 ri' iRg 1':1Qm9 <:'''7 ~i)'~1i ::lOOO.OO/month approx 9. The regular monthly expenses of my ward that I pay are: To Whom Paid Amount I. Messiah Village lSO.OO/day average Pharamerica 699. 53/u,ullLl, average 2. Interni9t~ of ~an~r~l ~M ,q.?n/month average 3. 4. 5. 6. 10. I have ,(j,ave nQa:circle one) petitioned the Court for permission to invade principal to meet the needs of my ward. (If applicable) The following expenses of my ward have been paidfromprincipa/: To Whom Paid Puroose Amount I. 2. 3. 4. 5. 6. TOTAL II. I have ~ circle one) paid myself compensation for services I rendered as guardian. The amount I paid myself totaled $ and was calculated at the following rate: per week I month (circle one). 3 ! RUTH TRAVER b7-~OO-1064 12. Circle the correct response and complete, if applicable our a. Ther~e a need for extraordinary expenditures on behalf of J4Ryward in the next twelve (12) months. our b. There will be a need for extraordinary expenditures on behalf of IIIlf ward in the next twelve (12) months because: 13. Circle the correct response and complete, if appropriate @ourMyward receives monthly social security benefits directly. b. I am the designated payee to receive my ward's social security benefits. c. The designated payee of my ward's SOCial security benefits is whose address is: The payee is/is not (circle one) related to my ward as : (insert relationship). 14. Please note any concerns about the incapacitated person's physical or mental lib' th fin thatth Curt h uldkn Ruth has physically and mentally we emgor e ances e 0 so ow. declined in her condition. She has lived at Messiah Village since June 2001. IS. We I@am not (circle one) the guardian of the incapacitated person's person. If I am, ~eport is attached. our ~ ! RUTH TRAVER I certify under the penalties of 18 Pa.C.S. ~ 4904 (relating to unsworn falsification to authorities) that the information contained in this report is true and correct to the best of my knowledge, information and belief K~'7.a.L./ L -;t:A~.A_ ,Co:'Guatdl:an Signature of the Guardian of the Person Name: Ronald E. Traver Phone: (home) 9~ 'ir-.2 911-((, Address: 1100 pinetown Road (work) DATE: 1/- J../-oz... . T,,,wiRhF!rry. PI!. 17339 Gloria Tomm 1333 Snyder "RoAD Alfred Station, NY 14803 , Co-Guardian Signature Date Phone: (home) 607-587-8479 (work) 716-335-6001 5 ANNUAL ACCOUNT OF GLORIA TOMM AND RONALD E. TRAVER, CO-TRUSTEES OF THE ESTATE OF RUTH B. TRAVER RECEIPTS OF PRINCIPAL Cash on Hand. Bank DeDosits and Miscellaneous Personal ProDertv: 1. Allfirst Bank, Checking Acct. #01920766 $146,834.74 2. Federated High Income Bond Fund (proceeds deposited but not shown on last bank statement for this accounting period) 1,268.56 3. Insured Savings Trust, Le i'ounieau University, 5,275.36 Acct. #61125223356 (as of 06/30/02) 4. Morgan Stanley Dean Witter Accounts 15,549.39 5. PP& L: Common stock 67,233.85 5. Diamond Ring and Wedding Bands 700.00 TOTAL HELD OR INVESTED $236,861.90 MORGAN STANLEY DEAN WITTER ACTIVITY FOR ACCOUNTING PERIOD AUGUST 15,2001 TO AUGUST 14,2002 Account Number: 410-018496 Balance as of August 14,2002 (Proceeds from sale of PP&L stock were deposited to this account) Account Number: 410-015011 Balance as of August 14,2002 $80,300.00 $ 13,712.74 (This account handles Utilities Fund B and US Government Treasury Bonds.) BALANCES $94,012.74 IN RE RUTH B. TRAVER, AN INCAPACITATED PERSON DISBURSEMENTS Not included in prior report: 08/07/01 Internists of Central PA- Medical 10.36 08/07/0 I Ortho Institute ofPA- Medical 14.90 08/07/01 Symphony Mobilex- Transport 31.13 Start new report year: 08/20/01 Pharamerica- Meds 448.81 08/20/01 Eastern Star- Dues 20.00 08/20/01 Messiah Village- Partial bill 41.00 08/24/0 I Holy Spirit Hospital- Medical 13.70 08/24/01 Foot Care- Medical 35.00 08/24/01 WalMart-Clothes 118.92 09/21101 Chase VISA- Supplies/ Clothes 103.75 09/21101 Internists of Central PA 15.24 09/21101 Postmaster 6.80 09/21101 Pharamerica- Medications 554.40 10/09/0 I Messiah Village- Monthly charge 4902.00 Holy Spirit Hospital- Medical 16.31 Gunn Mowery- Bond 460.00 Pharamerica- Medications 691.17 Messiah Village- Monthly charge 5111.79 Foot Care- Medical 35.00 12,630.28 cf 12630.28 Internists of Central PA- Medical 15.24 Postmaster 6.80 Pharamerica- Medications 754.26 Holy Spirit Hospital- Medical 128.57 Holy Spirit Hospital- Medical 1038.46 Dr. Cox- Medical 148.16 Holy Spirit Hospital- Medical 13.70 Messiah Village- Monthly charge 4887.60 Pharamerica- Medications 733.40 Messiah Village- Monthly charge 5069.00 01/31/02 Internists of Central PA- Medical 19.17 Pharamerica- Medications 688.24 K-Mart- Clothes 41.25 Foot Care- Medical 37.00 Internists of Central PA- Medical 41.15 Messiah Village- Monthly charge 5064.40 Pharamerica- Medications 919.65 Internists of Central PA- Medical 19.17 Messiah Village- Monthly charge 4597.80 03/12/02 Pharamerica- Medications 1023.80 Mobile X- Ray 28.45 Metropolitan Medical 61.00 37,966.55 cf 37,966.55 Postmaster 8.52 First United Methodist Church- Dues 6.00 Pharamerica- Medications 763.91 04/15/02 Messiah Village- Monthly charge 4993.00 Quantum Imaging 18.91 Mr. Beshore- Transfer to Morgan Stanley Account Number 410-015011 80,000.00 Gloria Tomm- Expenses 20.00 PreNeed Associates- Pre Pay Funeral 9834.00 05/15/02 Pinnacle Health-Medical 73.72 Messiah Village- Monthly charges 4845.50 05/15/02 Pharamerica- Medications 673.21 Internists of Central PA- Medical 19.71 Foot Care- Medical 8.62 Foot Care-Medical 37.00 Messiah Village- Monthly charge 5024.00 Pharamerica- Medications 521.36 Dr. Cox- Medical 17.00 07/09/02 Internists of Central PA 14.05 07/09/02 Mobile X- Tay 15.99 07/09/02 Messiah Village- Monthly charge 4926.55 Pharamerica- Medications 622.20 Quantum Imaging 3.09 Total Disbursements 150,412.89 ANNUAL ACCOUNT OF GLORIA TOMM AND RONALD E. TRAVER, CO-TRUSTEES OF THE ESTATE OF RUTH B. TRAVER RECAPITULATION 1. Allfirst Bank, checking account: balance start ofreport year 146,834.74 Deposits, ACH and Interest earned in Report Year 55,845.09 Disbursements in Report Year (do not include $80,000 transfer to Morgan Stanley) (70,412.89) 2. Insured Savings Trust, LeTourneau University, Acct. #61125223356 5,275.36 3. Morgan Stanley Dean Witter: Total Account Balances 94,012.74 4. Diamond Ring and wedding Bands 700.00 TOTAL HELD OR INVESTED $232,255.04 EXHIBIT D Guardian of the Estate Annual Report For the Period: August 15,2000 to August 14,2001 ~-... IN THE COURT'OF COlVIMON PLEAS OF YORK COUNTY, PENNSYLVANIA ORPHANS' COURT DIVISION 'fRE: N8.7-00-1064 RU'l'H TRAVER D incapacitated person 'if ... o __ t~ r..P -:.. :.- GUARDIAN OF THE ESTATE ANNUAL REPORT (20 Pa.C.S. ~ 5521(c)l 0",' ", /. f':l ". ;<.< ~ -_jt:'::~ --:"! ~".- . ~ .t' "'" \" c;'l -- o ~::o :::;:-::.f1" ::.~":~~ . u.~<ffi -:2:.. c;cf1" ".0"" ~. c. ." ...... or the period: I'.ugust 14, 2000 ,~_ to I'.ugust 14, 2001.$_ \'eare ~ . 1. +am. the Limited A 'Plena (circle one) Guardian of the Estate of my ward, amed above. I was appointed Guardian by Order of the Court dated August 14, 2qoo 9:~, which~/was not (circle one) modified by Court Order(s) dated Octooer 4, ~OOO 9c.L. 2. Is the incapacitated person stillliving?~/ No (circle one) If no, answer the following, a. Date of Death: b. Place of Death: c. Name of Administrator or Executor: d. Date Guardian of the Estate filed the last annual report: PLEASE ANSWER THE FOLLOWING QUESTIONS WHETHER THE INCAPACITATED PERSON IS LIVING OR DECEASED 3. My initial Inventory was filed on December 22; 20Q~----, and listed a total :state value of $ 173,639.20 The Inventory listed a total monthly income of $ n/a :omprised of the following: TOTAL 7. The present principal assets of my ward are: Description of Asset I. SEE A'T'I'ACHED ACCOUNT - RECAPITULATION 2. 3. 4. 5. 6. 4. At the beginning date of this reporting period, my initial balance on hand was $ 173,639.20 5. During this reporting period., the following reflects all sources of income received by me for my ward (add additional pages if needed): Date Received Source of Income Amount I. SEE A'T'I'ACHED ACCOUNT _ 2. RECEIPTS OF INCOME AND MISCELLANEOUS RECEIPTS 3. 4. 5. 6. TOTAL 6. During this reporting period., the following reflects all payments I have made for my ward (add additional pages ifneeded): Date To Whom Paid SEE A'T'I'ACHED ACCOUNT l. 2. 3. 4. 5. 6. Reason For Payment DISBURSEMENTS Amount Present Value 2 1. 2 3. 4. 5. 6. 1. 2. 3. 4. 5 6 8. The present amount and sources of income for my ward are: Sources of Income Amount of Income (Indicate whether monthly, quarterly or annually) 1060/montn (currently) 186. 13/month approx. 150{month Social security Fulton Retirment various interest & dividends Penn Treaty - +o!lg term care insur-ance .. ~~''''rt..s 1:aEi;rl m llo/ rnrsing approx. 3000/month 9. The regular monthly expenses of my ward that I pay are: To Whom Paid Amount Cormnonwealth Telephone PP&L - electric Brochie Pharmatech Messiah Village approx. 22.55/month average 38. 16/month averaqe 617.05/month approx. 163/day 10. I have /~tive n~ circle one) petitioned the Court for permission to invade principal to meet the needs of my ward. (Ifapplicable) The following expenses of my ward have been paidfrompr;ncipal: To Whom Paid Pumose Amount 1. 2. 3 4. 5 6. TOTAL 11. I have I~circle one) paid myself compensation for services I rendered as guardian. The amount I paid myself totaled $ and was calculated at the following rate: per week / month (circle one). 3 Circle the corr;;'1r~onse and complete, if applicable. a. There 11 no be a need for extraordinary expenditures on behalf of my ward in the next twelve (12) months. 12. b. There will be a need for extraordinary expenditures on behalf of my ward in the next twelve (12) months because: 13. Circle the correct response and complete, if appropriate. Ci:J My ward receives monthly social security benefits directly. b. I am the designated payee to receive my ward's social security benefits. c. The designated payee of my ward's social security benefits IS whose address is: The payee is I is not (circle one) related to my ward as : (insert relationship). 14. Please note any concerns about the incapacitated person's physical or menta! well being or the finances that the Court should know. Ruth has physically and mentally declined in her condition. She now requires a higher level of care. She was moved to Messiah Village in June 2001. 15. I ~ 11m not ( circle one) the guardian of the incapacitated person's person. If I am, my report is attached. 1Il.re3dy filed ~ I certify under the penalties of 18 Pa.C.S. 94904 (relating to unsworn falsification to authorities) that the information contained in this report is true and correct to the best of my knowledge, information and belief DATE: /O~,;; / , l8I~o-m..-- Signature of the Guardian of the Person Phone: (home) Qq,~S J..vv"",, 607S.P7-.P'f'79 (work)7f(, ..n$"" - bOD ( Name: Gloria 'Itmn, Cb-Gwrdbn Address: 1333 frJyOOr tb3d I\lfre:l Statim, NY 14003 lb1alo E. 'l'raver, Cb-U.ardian 11m F'i.rEtn;n R:ad I.ewistErry, PA 173'3;) Signature 5 I certifY under the penalties of 18 Pa. C.S. ~ 4904 (relating to unsworn falsification to authorities) that the information contained in this report is true and correct to the best of my knowledge, information and belief DATE: R:na1d E. Traver, Cb-G.mtlian 11m Piretam I<<Jad tOOsterry, HI 17.339 Signature of the Guardian of the Person Phone: (home) (work) /1 , 1 /"~ . C ( I '~-\."".:c.-{,,~/'" /:;--IL;:'1 /C' - I - C> . Sigrature Name: Gloria 'I\:mn, Cb-GBrdbn Address: IB a-.yder 1.<<:Bd AlfJ:e3 Statim, NY 14003 5 ANNUAL ACCOUNT OF GLORIA TOMM AND RONALD E. TRAVER, CO-TRUSTEES OF THE ESTATE OF RUTH B. TRAVER RECEIPTS OF PRINCIPAL Assets Listed in Inventory (Valued as of Date of Acquisition) Cash on Hand. Bank Deposits and Miscellaneous Personal Prooertv: L Allfirst Bank, Checking Acct. #01920766 $ 1,000.00 2. Pennsylvania Grange Federal Credit Union, Acct. #01591 (as of 09/30/00) 315.00 3. Federated High Income Bond Fund A, 157 shares Acct. #2564111 (as of 10/10/00) 1,464.81 4. Insured Savings Trust, LeTourneau University, Acct. #61125223356 (as of 09/30/00) 5,033.15 5. IRA, Morgan Stanley Dean Witter, Acct. #410-040366-053 (as of 08/31/00) 29,388.58 6. Nationwide Advisory Services, Acct. #221310649200 (as of 09/29/00) 12,485.31 7. Prudential Securities, Acct. #02G-095839-38 (as of 09/30/00) 3,325.75 8. PP&L, 1198.954 shares of common stock @ $22.375 per share (as of 06/09/00) 26,826.60 9. 1988 Buick LaSabre 750.00 10. 1973 Chevrolet Pick-up Truck 200.00 II. Diamond Ring and Wedding Bands 700.00 12. Mink Coat (old) 250.00 13. Grandfather Clock 300.00 cf 82,039.20 14. Dining Room Suit 200.00 15. Bedroom Suit 100.00 16. Bedroom Suit 200.00 17. Living Room Furniture 200.00 18. Den Furniture 100.00 19. Computer 300.00 20. Kitchen Dinette Set, Small Appliances, etc. 100.00 21. Dishes, Silverware, Pots and Pans, etc. 200.00 22. Miscellaneous Furniture and Knick Knacks 200.00 $ 83,639.20 . Real PrODertv: Property situate in Fairview Township, York County, Pennsylvania, known as 518 Pleasant View Road $ 90.000.00 $ 90,000.00 TOTAL REAL AND PERSONAL PROPERTY $173,639.20 07/03/00 - 07/02/01 08/21100 - 08/2110 I 08/31100 - 06/22/0 I 09/11100- 07/31101 09/30/00 - 10/04/00 09/30/00 - 02/17/01 09/01100- 08/03/0 I 09/18/00- 07120/0 I 10/11100- 07/02/0 I 08/16/00 08/24/00 09/21100 09/21100 09/21100 09/26/00 10/19/00 10/19/00 I 1110/00 11110/00 11115/00 ANNUAL ACCOUNT OF GLORIA TOMM AND RONALD E. TRAVER. CO-TRUSTEES OF THE ESTATE OF RUTH B. TRAVER RECEIPTS OF INCOME AND MISCELLANEOUS RECEIPTS PP & L - dividends AlIfirst Bank - checking account #00019-2076-6, interest Morgan Stanley Dean Witter Funds, dividends Utilities Fund B US Government Securities B Liquid Asset Fund 167.03 436.10 26.54 . Federated High Income Bond J:und - account #317/2564111: dividends Prudential Securities, dividend P A Grange Federal Credit Union checking acct., interest Social Security, monthly income Fulton, monthly retirement income Penn Treaty -long term care, nursing home payments Miscellaneous refund checks Harris Bank, beneficiary of Bill's IRA Prudential Securities, Interest LeTourneau University, Dividend Hughes Payment Evans insurance, refund of premium Banker's Life, refund Refund health insurance Banker's Life, refund of premium Penn Treaty, refund Prudential Securities, interest 964.88 106.45 629.67 149.47 .41 5.80 12,608.00 2,047.43 31,500.00 86.28 1,721.06 75.09 91.25 50.00 261.00 1.83 75.74 444.18 22.86 75.09 I 1/30/00 12/11/00 12/18/00 12/18/00 12121100 01/24/01 01131/01 02/17/01 03/08/0 I 03/26/01 07/31101 cf 50,9 I 6.49 Nationwide, death benefit - Bill's life insurance Sale of Table Nationwide Advisory Series, dividend Mass Mutual, death benefit - Bills' life insurance PP&L, dividend Penn Treaty, refund Penn Treaty, refund PA Grange Federal Credit Union, interest on savings Evans Insurance, refund of premium LeTourneau University, dividend The Woods at Cedar Run, refund of deposit 4,000.00 75.00 25.65 1,459.87 28.68 621.84 234.09 .83 7.00 91.25 3.973.30 61,434.00 Principal Transactions: 09/01/00 0911 1/00 09111100 1011 0/00 10/10/00 Mistatement of Allfirst Account on Inventory Inventory Value - 1,000.00 Balance as 00/20/00- 1,338.33 Less checks written prior Jo acquisition (2,025,98) Plus deposits made prior to acquisition 1.026.00 338.35 ( 661.65) New Asset: savings account #01591, Pennsylvania Grange Credit Union - not included on Inventory: Amount of asset 5,433.81 Less - transfer from MSDW, IRA 315.00 5,118.81 Capital gain on sale of 8.170 shares of Morgan Stanley Dean Witter Utilities Fund B Total Basis l70.59 (See Exhibit A) Net Proceeds of Sale 175.00 4.41 Capital loss on sale of20.115 shares of Morgan Stanley Dean Witter US Government Securities Fund Total Basis l75.20 (See Exhibit A) Net proceeds of Sale 175.00 ( .20) Capital loss on sale of 8.454 shares of Morgan Stanley Dean Witter Utilities Fund B Total Basis 176.51 (See Exhibit A) Net Proceeds of Sale 175.00 ( 1.51) Capital gain on sale of 20.069 shares of Morgan Stanley Dean Witter US Government Securities Fund Total Basis 174.80 (See Exhibit A) Net Proceeds of Sale 175.00 .20 11/10/00 11/10/00 12/08/00 cf 4,460.06 Capital loss on sale of 8.728 shares of Morgan Stanley Dean Witter Utilities Fund B Total Basis 182.28 (See Exhibit A) Net Proceeds of Sale 175.00 ( 7.28) Capital gain on sale of 20 shares of Morgan Stanley Dean Witter US Government Securities Fund Total Basis 174.21 (See Exhibit A) Net Proceeds of Sale 175.00 .79 Closed account #02G-095839-38, Prudential Securities, Tailsman Energy 8.9% Pfd. Secs, capital loss on 135 shares Fiduciary Acquisition Value 3,307.50 (See Exhibit 0) Net Proceeds 3.109.15 ( 198.35) Money Market Fund Fiduciary Acquisition Value 18.00 Net Proceeds 18.00 ( 0.00) 12/15/00 Morgan Stanley Dean Witter Utilities Fund, STG 39.89 12/15/00 Morgan Stanley Dean Witter, LTG 910.66 12/18/00 Nationwide Advisory Series, capital gain 3,381.54 02/16/01 Capital loss on sale of 327.332 shares Morgan Stanley Dean Witter Utilities Fund B Total Basis 6,795.77 (See Exhibit A) Net Proceeds of Sale 6.000.00 ( 795.77) 02/16/01 03/21/01 OS/21/01 06/22/0 I Capital gain on sale of 670.391 shares Morgan Stanley Dean Witter US Government Securities Fund Total Basis 5,841.38 (See Exhibit A) Net Proceeds of Sale 6.000.00 158.62 Closed account #022-1210649200, capital loss on 568.791 Shares of Nationwide Advisory Series Fiduciary Acquisition Value 15,892.50 (See Exhibit C) Net Proceeds 10.033.47 (5,859.03) Gain on sale of personal property listed on Inventory as Nos. 9, 10, and 12-22 (see pages I &2 hereof) Fiduciary Acquisition Value 3,100.00 Net proceeds 5.684.00 2,584.00 Morgan Stanley Dean Witter Utilities Fund B, STG 22.28 06/22/0 I 07/25/01 08/06/01 cf 5,012.41 Morgan Stanley Dean Witter Utilities Fund B, LTG 186.13 Capital loss on sale of 157 shares of Federated Fiduciary Acquisition Value 1,464.81 Net Proceeds of Sale 1.268.56 ( 196.25) Gain on sale of518 Pleasant View Road, Fairview Township, York County, PA on July 30, 2001 to Randall E. and Andrea A. Everetts Gross Sales Price - 135,000.00 Less costs relating to sale: Prepaid county tax ( 216.95) Prepaid assessment (1,219.03) Realtor commission 8.100.00 Trans. mngmt.fee /00.00 Notary Fee 4.00 Attorney Fee 2,219.63 Slale Tax 1,350.00 Tax cert.fee 5.00 School Tax 1.328.21) 11.670.85 Net Sales Price 123,329.15 Fiduciary Acquisition Value 90.000.00 33.329.15 38,016.44 Adiustment due to fluctuation in the stock market LeTourneau University lnsured Savings Trust Fiduciary Acquisition Value Change in Investment 5,033.15 5.275.36 242.21 Morgan Stanley Dean Witter Utilities Fund B Total Basis Change in Investment 12,155.81 (See Exhibit A) 9.795.26 ( 2,360.55) Morgan Stanley Dean Witter Government Securities Fund Total Basis 5,303.64 (See Exhibit A) Change in lnvestment 5.407. II 103.47 PP&L Total Basis Change in lnvestment 27,791.48 (See Exhibit B) 67.233.85 39.442.37 37,427.50 IN RE RUTH B. TRAVER, AN INCAPACITATED PERSON DISBURSEMENTS 08/28/00 - 01/03/01 Penn Treaty - monthly premiums, long term care 1,391.54 08/28/00 - 06/01/01 The Woods - monthly nursing home payments 34,444.21 08/28/01 - 12/18/00 AT&T - monthly phone service 147.86 09/07/00 - 06/01/01 Commonwealth Telephone - monthly phone service 225.54 10/12/00 - 03/21/01 Verizon - monthly phone service in nursing home 128.81 08/29/00 - 08/07/01 PP&L - monthly utilities 453.04 09/15/00 - 01/22/01 Fairview Township - monthly sewer 96.00 09/07/00 - 07/20/01 Brochie Pharmatech - medications 6,787.60 10/31/00 - 06/01/0 I Postmaster - postage 76.44 11/02/00 - 12/18/00 Beaver Urich - funeral expenses 8,966.34 01/03/01 - 02/21/01 Nursefinders - medical 3,691.79 01/03/01 - 05/16/01 Dolan Oil Service - oil fill-up 700.34 01/27/01 - 07/20/04 Sue Tobias - hair 157.00 08/17/00 Direct Flowers - funeral flowers 132.50 08/17/00 Ron Traver - Ruth personal 60.00 08/28/00 Metropolitan - medical transport 29.00 cf 57,488.0 I 08/28/00 Comcast - monthly cable 7.34 08/29/00 Jean Rietmulder - expenses & meals for Ruth's care 300.00 08/29/00 Dr. Cox - fee for testimony 110.00 08/29/00 Patricia Gordon - taxes 1,408.46 09/07/00 Bankers - medical insurance 406.02 09/15/00 MSDW retirement fund - federal withholding 35.00 09/20/00 Allfirst - check order 12.99 10/03/00 Prudential Securities - investment account fee 50.00 10/0410 I Capital One - credit card bill for expenses for Ruth's personal 60.00 10/13/00 MSDW retirement fund - federal withholding 35.00 10/16/01 Holy Spirit - medical bill 12.72 10/16/00 Allstate - homeowner's insurance 100.00 10/23/00 Gunn Mowery Insurance Company - bond premium 460.00 10/23/00 George Kain - legal fee 442.00 10/23/00 Beaver Urich - cemetery stone 280.00 10/23/00 Teminix International- pesticide 34.98 11/08/00 Jones Memorial hospital - medical bill 10.90 11108100 Internist of Central P A - medica] bill 62.74 11108/00 Emily Matten, MD - medical bill 53.26 III] 0100 AlIfirst - NSF charge 31.00 11/21/00 Allstate - homeowners insurance 190.50 11/28100 Department of Vital Records - death certificates 30.00 12/06/00 Andrea Macica - legal fees 198.00 12/18/00 P A Open MRI - medical bill 201.97 cf 62,020.89 12/18/00 Discover - pay credit card for Ruth's personal needs 21.39 12118/00 Gloria Tomm - reimburse for Ruth's personal needs 180.82 12/19/00 Fred Hosler - check oil heat 49.00 12/28/00 AlIfirst - safe deposit box fee 55.00 12/29/00 MSDW - custody fee on Ruth's account 30.00 01/09/0 I Wal-Mart - Ruth's personal needs 15.62 01/22/01 Marvin Beshore - attorney costs and fees 600.00 01/22/01 Westshore Emergency Medical - medical bill 47.85 02/09/0 I Levee Allen Emergency Medical Service - medical bill 34.19 02/09/0 I 1st National Bank -withdraw for Ruth's personal needs 90.00 02/21/0 I Marvin Beshore -legal expenses and fee 5,081.98 02/21/0 I Banker Life - medical insurance 15.00 03/06/0 I Patricia Gordon - taxes 514.21 03/21/0 I Holy Spirit Hospital - medical bill 21.65 03/21/01 Dr. cox - medical bill 10.00 04/17/01 K-Mart - Ruth's personal needs 16.39 04/24/01 AlIfirst - debit memo 10.83 05/07/0 I Holy Spirit Hospital - medical bill 8.80 05/16/01 Terminix - pest control 36.04 OS/22/0 I Jane Landis - care for house 300.00 OS/22/0 I 1 st United Methodist Church - care for Ruth 500.00 06/0 I/O 1 GM Card - pay credit card, Ruth's personal needs 84.00 06/20/0 I Messiah Village - deposit on nursing facility 500.00 07/20101 Messiah Village - monthly payment, nursing facility 3,012.50 cf 73,256.16 07/20/0 I Sherilyn Karlyuch - hair 65.00 07/20/0 I Gloria Tomm - reimburse expenses, Ruth's personal 154.00 07120/01 Metropolitan Medical - ambulance fee 58.00 07/26/01 Internist of Central PA - medical bill 122.08 73,655.24 ANNUAL ACCOUNT OF GLORIA TOMM AND RONALD E. TRAVER, CO-TRUSTEES OF THE ESTATE OF RUTH B. TRAVER RECAPITULATION 1. All first Bank, checking account 2. Federated High Income Bond Fund(proceeds deposited but not shown on last bank statement for this accounting period) 3. Insured Savings Trust, LeTourneau University, Acc!. #61125223356 4. Morgan Stanley Dean Witter: Utilities Fund B - Government Securities Fund Liquid Asset 5. PP&L, 1,226.802 shares of common stock 6. Diamond Ring and wedding Bands 9,795.26 5,407.11 347.02 ? ~, TOTAL HELD O\: INVESTED Starting Balance as shown on Inventory Income Receipts Principal transactions Adjustments due to fluctuation in stock market Disbursements TOTAL ~~ ~C\ 146,834.74 1,268.56 5,275.36 15,549.39 67,233.85 700.00 236,861.90 173,639.20 61,434.00 38,016.44 37,427.50 ( 73.655.24) 236,861.90 EXHIBIT A MORGAN STANLEY DEAN WITTER Sales Basis Total Total Date # Shares Cost Price Reductions Shares Basis UTILITIES FUND B 08/31/00 869.491 18,154.97 869.491 18,154.97 09/11/00 ( 8.170) 175.00 17059) 861.321 17,984.38 09/22/00 2537 51.68DR 863.858 18,036.06 10/10/00 ( 8.454) 175.00 ( 17651) 855.404 17,85955 11/10/00 ( 8.728) 175.00 ( 182.28) 846.676 17,67727 12/15/00 2.113 39.89STG 848.789 17,717.16 12/15/00 2.467 4657DR 851.256 17,763.73 12/15/00 48.234 910.66LTG 899.49 18,674.39 RUTH 02/16/01 (327.332) 6,000.00 (6,795.77) 572.158 11,878.62 03/23/0 I 1.88 31.47DR 574.038 11,910.09 06/22/0 I 1.358 22.28STG 575.396 11,932.37 06/22/0 I 2.274 37.3IDR 577.67 11,969.68 06/22/0 I I 1.342 186.I3LTG 589.012 12,155.81 US GOVERNMENT SECURITIES B 08/31/00 1,289.683 11,233.13 1,289.683 11,233.13 09111/00 ( 20.115) 175.00 ( 175.20) 1,269568 11,057.93 09/22/00 6572 57.3IDR 1,276.140 11,115.24 10/10/00 ( 20.069) 175.00 ( 174.80) 1,256.071 10,940.44 10/27/00 6.154 57.59DR 1,262.645 10,998.03 11/10/00 ( 20.000 ) 175.00 174.21) 1,242.645 10,823.82 11/28/00 7.043 62.05DR 1,249.688 10,885.87 12/29/00 6.469 57.90DR 1,256.157 10,943.77 RUTH 01/29/01 6.299 56.50DR 1,262.456 11,000.27 02/16/01 (670.391) 6,000.00 (5,841.38) 592.065 5,158.89 02/26/0 I 4.798 43.18DR 596.863 5,202.07 03/28/01 2.851 25.69DR 599.714 5,227.76 04/26/01 2.750 24.64DR 602.464 5,252.40 OS/29/0 I 3.079 27.22DR 605543 5,279.62 06/27/01 2.681 24.02DR 608.224 5,303.64 LIQUID ASSET FUND 08/31/00 .48 - starting balance 09/29/00 .05 - Dividend 53 11/14/00 350.00 - proceeds of sale 35053 I 1/30/00 .85 - Dividend 351.38 12/29/01 1.54 - Dividend 352.92 12/29/00 (30.00) - custody fee 322.92 01/17/01 1.02 - Dividend 323.94 01/31/01 .45 - Dividend 324.39 02/20/0 I 12,000.00 - proceeds of sale 12,324.39 02/28/0 I 16.09 - Dividend 12,340.48 03/01/01 12,000.00 - withdraw (deposit in checking) 340.48 03/30/0 I 3.01 - Dividend 343.49 04/30/0 I 1.30 - Dividend 344.79 05131/01 1.24 - Dividend 346.03 06/29/0 I .99 - Dividend 347.02 SCHEDULE B PP&L Sales Basis Total Total Date # Shares Cost Price Reduction Shares Cost ACCT. 33097072513 - HELD BY RUTH 07/01/00 468 10,471.50 468 10,471.50 HELD BY FUND 07/03/00 550.937 12,327.22 550.937 12,327.22 6.377 557.314 01/02/01 6.166 271.71 563.480 12,598.93 04/02/01 6.105 273.34 569.585 12,872.27 07/02/01 5.018 274.96 574.603 13,147.23 01/02/01 04/02/01 07/0210 ] ACCT. #3084953000 - HELD BY RUTH & WILLIAM 07/03/00 180.017 4,027.88 1.127 1.089 1.079 .887 4,027.88 48.00 48.29 . 48.58 . 180.0]7 181.144 182.233 183.312 184.199 4,075.88 4,124.17 4,172.75 EXHIBIT C NATIONWIDE ADVISORY SERIES Sales Basis Total Total Date # Shares Cost Price Reduction Shares Basis 09/26/00 403.794 12,485.31 403.794 12,48531 12118/00 1.242 25.65DR 405.036 12,510.96 ]2118/00 163.755 3,381.54CG 568.791 15,892.50 03121101 (568.791) 10,033.47 ( 15,892.50) 0 0 FEDERATED 10113/00 07125/01 157.0 (157) 1,464.81 1,268.56 ( 1,464.81) 157.0 o 1,464.81 o . EXHIBIT D PRUDENTIAL SECURITIES Sales Basis Cumulative Cumulative Date # Shares Cost Price Reduction # Shares Basis TALISMAN ENERGY 8.9% PFD. SECS 09/30/00 135 3,307.50 135 3,307.50 11/28/00 (135) 3,109.15 (3,307.50) 0 0 MONEY MARKET FUND 09/30/00 18 18.00 18 18.00 10/03/00 (18) 18.00 ( 18.00) 0 0 CASH 09/30/00 10/02/00 10/03/00 10/04/00 .25 - dividend (50.00) - Securities Account Fee 18.00 - proceeds from Money Market Fund .41- dividend (31.34) - negative cash shown on'disbursement schedule . . AFFIDAVIT Ray E. Hykes, Executor under the Last Will and Testament of RUTH B. TRAVER, deceased, hereby declares under oath that he has fully and faithfully discharged the duties of his office; that the foregoing Account is true and correct and fully discloses all significant transactions occurring during the accounting period; that all known claims against the estate have been paid in full; that, to his knowledge, there are no claims now outstanding against the Estate; that all taxes presently due from the estate have been paid; and that more than four months have elapsed since the first complete advertisement of the granting ofletters in this estate. ~c;:.1/!; ~ Subscribed and sworn to 1^- before me this~.r day of !1l<LY('1 ,2005. auL ~~/~ Notary Public OMMONW :rH f EN VANIA Notarial Seal Anne MarIe Besho<e, Notary Public City of Harrisburg, Dauphin County My Ccmmlsslon expires Apr. 5, 2008 Member, Pennsylvania Association of Notaries , 'l6fGby cenffy the:t _ notice of the mlng of tills Statement of Proposed Dlslrlbutlon, and of the dale, time and place when the same will be preeenIed 10 the Court lor oonllrmetion and of the lest dlI\f Ie file written objeclicns 10 seId Statement of Propoeed Dl&lr!bulioo, has been given Ie every unpaid claimant and to every olt1er person known to !he accounlBnt to have or claJm an interest in the _ 8l!l oredilor, banalicial'l, heil or next of kin. 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"Ill 10 OO!lOU UGIIIJM IRI1l Am-ieo AqwB1l1 Mar.29. 2005 12:38PM Mi Ispaw -- Beshore No.4844 P.2 IN THE COURT OF COMMON PIJEAS CUMBERLAND COUNTY, PRNNSYLV ANIA ORPHANS' COURT DIVISION ESTATE OF : NO. 2104-0367 RUTH B. TRAVER DECREE NISI AND NOW, TO WIT, thiS~ day Of~, 2005, IT IS HEREBY ORDERED, ADJUDGED AND DECREED that the First and Final Account of Ray E. Hykcs, Executor of the Estate of RUTH B. TRAVER, deceased. late of Cumberland County, Pennsylvania, is confirmed. IT IS FURTHER ORDERED, ADJUDGED AND DECREED that said Accountant pay the expenses for which the estate has roods as set forth therein pursuant to the Probate, Estates, and Fiduciaries Codc, 20 P. S. 3392. IT IS FURTHER ORDERED, ADJUDGED AND DECREED that the said Accountant shall pay the distributions as set forth therein. This Decree is entered nisi and, in the absence of Exceptions filed thereto within ten (10) days from the date hereof, the same shall become final, as of course. ,...:l" (,"-1 BY THE COURT: · 1. .. -,......~ tI/~ r.',_ , c.,..~ c 4/11105- ~D J/WI{~W TO ~ TW([) f:)Q RJR fY\ARViN 8~REESQ)' MJtlU2J) coPY 10 VV\1\RVI~ ~~Ho~c Vlft usPS. V"b-~ .!''''' .;-'''' \ nereDY cer\II't \lIBt Wf\tlBO 00- ol \I>B Il\ilI9 ol UI\S ~ ol ~ Q\ll\fillU\\O". and otlheQal8. time and pI9liS wlt8I\l\'l8 Setllll >/11II be ~ \0 Il\8 COUlt1<l< ccr6..~'and al \h8 -.. \0 fI\G VIi\\\lI"~\OseId'~all'ToPoeed ~\l8S~~\OIN#fIJOP8i<l~ end \0 eN'Ifl'f t:fll'o8' ~ IUIlYfilI \0 \lIB aocounwr't to lIaveatcleiltlan~\l\\h8~8S~' ~.\'VIItOfn@oll<\l\'- . A e$l al $lIIO ~ ..lIS \OGludSd witI\ \lIfl no\IC8. "~.-~ ~."-.. ~ '-~ ~ ~ ~O() ~ ",,0 ~g~ :r i-'\ Z 9i \~ \ ~~ ~ '" e Q; 9 ~~ '1l '" . t-> 9\9 :s: Bl w)>)> "'- .... 0 c -< ::c :r. %~OiZ ~~O~<~, 0 ~ ~ z -t ~~ " . 0 IJ) ~ - ~ t-> ~""f::. " iltp~~~ q> ~~ ~ e l::iQ; d()~ ~ z 0 t'\ -<. g 0'> ~ ':;l,0"d '" z " '" '" 8 -.J '" ~ \0 ~ ~ (j') V1. ~ 'ii\~'t"" '" ~~~~6 o.-\~ 0 S z-.<'" " ! -<"::c ~ " '" " 6 III 'Of.\ jO ",eU 10 )\&\1 '~'lO\~109lI~~\IIoi; U'llIll\ey.l)O Ql\'llI\ C\ ~ ~,..,.e \lotlad 101.1lOFvQl\&0\ ~~~~ 0\ IJ/&r#> uee<l9lI'\ ""~.- ~ l'l"" ':.:... 0ItU0lI A uaIW'" 8\\1 C\ I/fJll \'!lI\ ~ jO po8 ~ 1J9I\/to, ))1100 ~O\ pell)96&1<l aq 11I""........... ~ pU1Il eW\\'e\llP sl{I jO pU9 '\urdP'I ~ ~o t.ll~ ElI{I ~o eo\\Oll ue\1\JIl' \'S\.ll, ~ f,l:\EIl9\\\ ~ BUREAU OF INIIIVIlIlOOlrr4J!El$Y:" 0Cq0r 0[ INIERITANCE TAX DIVISloN".J-',..f' ,),J) \,_,: ; /....1\_ 'J- PO IDX 280611 HARRISIIIR; PA 17128-0601 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE :J:NHER:J:TANCE TAX STATEMENT OF ACCOUNT *' REV-1607 EX AFP {a3-D5l DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY ACN 04-25-2005 TRAVER 02-15-2004 21 04-0367 CUMBERLAND 101 _t R_lttecl RUTH B ('--"' MARVIN ~SHORE ESQ M BESHORE LAW OFFICES PO BOX 946 HBG PA 17108 I: PAYMENT TO: MAKE CHECK PAYABLE AND REMIT REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 tlJTE: To insure proper creel! t to your account, subIIl t the up~r portion of this fa,.. ...1 th your tmc ...~t. CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS'" . ................................................................................................................ REV-1607 EX AFP (03-05) ... INHERITANCE TAX STATEMENT OF ACCOUNT ... ESTATE OF TRAVER RUTH B FILE NO. 21 04-0367 ACN 101 DATE 04-25-2005 THIS STATEHENT IS PROVIDED TO ADVISE OF THE CURREHT STATUS OF THE STATED ACH IN THE IW1ED ESTATE. S_ BELDII IS A SUHKlRY OF THE PRINCIPAL TAX DUE, APPLICATION OF ALL PAYHEHTS, THE CURRENT BALANCE, AND, IF AP~ICABLE, A PROJECTED IHTEREST FIGURE. DATE OF LAST ASSESSMENT DR RECORD ADJUSTMENT: 03-01-2005 PRINCIPAL TAX DUE: 112,526.30 PAYMENTS (TAX CREDITS): ~ PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID DATE NUMBER INTEREST/PEN PAID (-) 12-20-2004 CD004752 42.71- 12,569.01 I 03-22-2005 CD005110 5.52- 5.59 I i TOTAL TAX CREDIT 1~,526.37 BALANCE OF TAX DUE ! .07CR INTEREST AND PEN. i .00 TOTAL DUE i .07CR . IF PAID AFTER THIS DATE, SEE REVERSE SIDE FOR CALCULATION OF AIIIIITIDNAL IHTEREST. ( IF TOTAL IJ!lE IS LESS THAN tl, NO PAYHENT IS RElIUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT"" (CR), YOU HAY BE DUE A REF.... SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. ) Cumberland County - Register Of Wills One Courthouse Square Carlisle, PA 17013 phone: (717) 240-6345 Date: 1/04/2006 BESHORE MARVIN 130 STATE ST PO BOX 946 HARRISBURG, PA 17108-0946 RE: Estate of TRAVER RUTH B File Number: 2004-00367 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: 2/15/2006 Your prompt attention to this matter will be appreciated. Thank You. Sincerely, ~~~ GLENDA FARNER STRASBAUGH REGISTER OF WILLS cc: File Personal Representative(s) Judge -ft ~ ~ ~tii ~ , ..~ , . 1 !~i~ : :~ ,. ''-. i~ ~ \.). 11' ~l~i~ !~i I I ~: i~i~ 0 Y} '~' Q) Q) C/l I I t Q)- Q)- :~:~ Ol ~ Q)'C Q)'C Q) S u.~ u.~ ~ : C'() : C/l '0 0.:5 ~;5 0 Q) '~g Q)CT all :....... :~ Q.. r;::: >Q) Q) :-:- :+ :e Q)a: =a: Q) a: 1: Q).... Ol :~~ :~ 0 Qc: S E(I) ~~ C/l ~a ~ :.!" ~ ::IE 0 -(I) :g~ Q.. :'" ~ :S Q)C/l a:o ~.g 10 :Qf 0 :tf) '0 ;2 :0 Cl :~ ~' c: a:~ :~ Cs :(3 1II ~ : 1'1: "I ; II: ::: . i i111l1~ II E2eh ~t9h 2000 D29~ ~ODL ('\ ~....." -- ,- " - . \ 1-: '"" MAR 1 1.\ l ' r I, .~". ~ I 1 L- U I I." Estate of TRAVER WUTH B Late of UPPER ALLEN TOWNSHIP ORPHANS' COURT DIVISION COURT OF COMMON PLEAS OF CUMBERLAND COUNTY PENNSYLVANIA Estate No.: 21-04-00367 Date: 3/14/2006 NO.: 21-04-00367 BESHORE MARVIN 130 STATE ST PO BOX 946 HARRISBURG PA 17108 0946 NOTICE OF FAILURE TO FILE STATUS REPORT AND REQUEST TO CONDUCT A HEARING PURSUANT TO RULE 6. 12, SUPREME COURT ORPHANS I COURT RULE Personal Representative: HYKES RAY E Personal Representative Counsel: BESHORE MARVIN Date of Decedent's Death: 2/15/2004 Date of Delinquency Notice: 2/15/2006 The undersigned, Glenda Farner Strasbaugh, Clerk of Orphans' Court, in accordance with rule 6.12, Supreme Court Orphans' Court Rules, hereby notifies the Orphans' Court Division, Court of Common Pleas of Cumberland County, that neither the above named personal representative nor their counsel, have filed with the Register of Wills or Clerk of Orphans' Court, his/her 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, was given by the Clerk of Orphans' Court on 1/05/2006 and that the ten (10) day notice to file the status report has expired. Accordin9ly, in accordance with Rule 6.12 the Court is hereby notified of such delinquency and the undersigned requests that a Court conduct a hearing to determine whether sanctions should be imposed upon the delinquent personal representative or their counsel. cc: File Personal Representative Counsel G~a~~ Clerk of Orphans' Court A hearing is scheduled for May 01, 2006 at 11:00 AM in Courtroom No.2. If the Status Report is filed prior to the hearing date, the hearing will automatCQ:.~~~ Edgar B Bayley PJ \ . Register of Wills of Cumberland County STATUS REPORT UNDER RULE 6.12 N f D d t Traver, Ruth B. ame 0 ece en : Date of Death: 02/15/2004 Estate No.: 2004-00367 Pursuant to Rule 6.12 of the Supreme Court Orphans' Court Rules, I report the following with respect to completion of the administration ofthe above-captioned estate: 1. State whether administration of the estate is complete: Yes 1RI No 0 2. Ifthe answer is No, state when the personal representative reasonably believes that the administration wi11 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? Yes lID 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 c. Copies of receipts, releases, joinders and approval of formal or informal accounts may be filed with the Clerk ofthe Orphans' urt and may be attached to this report. Date: 4/13/2006 Marvin Beshore, Esquire Name PO Box 946, 130 State Street Harrisburg, PA 17108-0946 Address 717-236-0781 Telephone No. Capacity: 0 Personal Representative !Xl Counsel for personal representative /~' 1/ \t\l: I ~' ~ !'V ~ ~ ~ 3 ~ CD U>..,z ~ ~ 3 ~3g 'Tl &.., ~ ~ 2 CD ~ ar -< i f\:) '== o o ~ -\.l CJ CJ In o o 3 CD ~ cr JJ $. ~ :::::l JJ CD g CJ -g: CJ I~ I . ..c IT' I::-' In I::-' (J:I ru CJ ..c (J:I ru w ~ 01 <0 01 ~ * ~ o ~ ;T; r-J ~_l l-....,~ ' ~Ov)LTj ~ om ::alJJ ~ !- -! 0 (f) ,-) (1) :x H ;;C tJj ~p; tIj C:\Dt-3 ~~tI:13: Gl m ~ (()~ I-cJ ~< ::c-- H Z :-" . . . ?i ~ ~~ ~ftg ~ g~st3.33 )> :y~a~ ~~ 2: CD:!.~~;;at Ci3 acn~::;]CD;:+ gj ::;]g~~!e.CD ~ - ~ ::;] 3 ::t. 3 _,:::t; :: (jJ CD ~ ~ ~Q,,!~ 0 i: ~ a.. " ~st3a.o~ CDCD_~~~ -g g i ~ ~. ~ 3~gm-<~ s=aa~ (jr~ . sto~g.~ CD '< ;;r~. () 30CD(jJo ~. ~ (jJ p..g "5" < - ro. ~ m. ~ ~ CD :_ .J ....J f-i o OJ I o \.D ~ <J'\ ~ ~ f DD8I~ :::::l. ~ ~ ~-. n c cc ~ 0 CD tit~3i~ a. a. 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