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HomeMy WebLinkAbout10-20-08 (3)DECEDENT'S ESTATE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA ORPHANS' COURT DIVISION ESTATE OF RUTH L. ANDERSON ,DECEASED No. 21-06-0620 PETITION FOR ADJUDICATION / STATEMENT OF PROPOSED DISTRIBUTION PURSUANT TO Pa. O.C. Rule 6.9 This form may be used in all cases involving the Audit of the Account of a Decedent's Estate. If space is insufficient, riders may be attached. Attach the spouse's election, if any; the papers required under items 8-19 inclusive; and any instrument pertinent to the adjudication. INCL UDE ATTACHMENTS AT THE BACK OF THIS FORM. r,a c-> r-' r_ c ~ . _ i c=w+ `~ (~ .. _` ~ C'7 ~ = -a Name of Counsel: David H. Stone, Esquire _-~~ ,,~, Supreme Court LD. No.: 39785 ~-~~ ~, _ - Name of Law Firm: Stone LaFaver & Shekletski _ ` ~~_'~ ;~,~ Address: 414 Bridge Street ~ ~ Telephone: 717-774-743 5 Fax: 717-774-3869 Form OC-01 rev. 10.13.06 Page 1 of 10 ~J Estate of RUTH L. ANDERSON 1. Name(s) and address(es) of Petitioner(s): Name: David H Stone, Executor Address: 414 Bridge Street New Cumberland, PA 17070 Deceased Identify any executors or administrators who have not joined in the Petition for Adjudication and Statement of Proposed Distribution and state reason: N/A Is this the first accounting by this fiduciary? ..................... ®Yes ^ No If not, identify prior accountings, the accounting periods covered, and the date of adjudication of the prior accounting. 2. Decedent died on June 28, 2006 ® Letters Testamentary or ^ Letters of Administration were granted to Petitioner(s) on Date of Will (if applicable): October 30, 2001 Date(s) of Codicil(s) (if applicable): January 31 _ ~~(l~ Date of probate (if different from date Letters granted): .Yalu 1 ~. ~nn~ Was a bond required? ^Yes 0 No If yes, state amount: Are proofs of advertising of the grant of Letters attached? ......... ®Yes ^ No Dates of advertising of the grant of Letters: (-,,r„harla„rl r a.x, Tnnrn~l r„i~, ~Q n,,,. 4 & 11, 2006 and The Patriot News Co-July 19, 26, & Aug 2, 2006 Form oc-ol rev. 10.13.06 Page 2 of 10 Estate of RUTH L. ANDERSON Deceased 3. Was decedent survived by a spouse? ............................. ^Yes ®No If yes, name of the surviving spouse: 4. Has the surviving spouse filed to take an elective share? ............. ®Yes ~ No (See Section 2201 et sue. of the Probate, Estates and Fiduciaries Code) If yes, date of election: 5. In the case of an intestacy, state the names of the decedent's surviving children or surviving issue of deceased children (f none, so state): N/A 6. Did decedent marry after execution of Will or Codicil(s)? ........... ~ Yes ©No Were any children born to decedent after execution of -Will or Codicil(s)? ........................................... ®Yes ~ No If yes, give names and dates of birth: Name: Date of Birth: 7. If required by the Medical Assistance Estate Recovery Act, 62 P.S. § 1412, was a request for a statement of claim sent to the Department of Public Welfare? .............................. ®Yes ®No Form OC-01 rev. 10.13.06 Page 3 of 10 Estate of RUTH L. ANDERSON Deceased 8. Written notice of the Audit as required by Pa. O.C. Rules 6.3, 6.7 and 6.8 has been or will be given to all parties in interest listed in item 9 below, all unpaid creditors and all claimants listed in item 10 below. In addition, notice of any questions requiring Adjudication as discussed in item 14 below has been or will be given to all persons affected thereby. A. If Notice has been given, attach a copy of the Notice as well as a list of the names and addresses of the parties receiving such Notice. B. If Notice is yet to be given, a copy of the Notice as well as a list of the names and addresses of the parties receiving such Notice shall be submitted at the Audit together with a statement executed by a Petitioner or counsel certifying that such notice has been given. C. If any person entitled to Notice is not sui juris (e.g., minors or incapacitated persons), Notice of the Audit has been or will be given to the appropriate representative on such party's behalf as required by Pa. O.C. Rule 5.2. D. If any charitable interest is involved, Notice of the Audit has been or will also be given to the Attorney General as required under Pa. O.C. Rule 5.5. In addition, the Attorney General's clearance certificate (or proof of service of Notice and a copy of such Notice) must be submitted herewith or at the Audit. 9. List all parties (charitable and non-charitable) of whom Petitioner(s) has/have notice or knowledge, having or claiming any interest in the estate as beneficiaries under the Will or Codicil(s) or as intestate heirs if there is a complete or partial intestacy: A. State each party's relationship to the decedent and the nature of each party's interest(s): Name and Address of Each Party in Interest Richard C. Anderson Baughman Memorial United Methodist Church Son 3rd & Bridge St New Cumberland, PA 17070 Interest Life interest per Trust provisions 1/3 of remainder of trust upon death of Richard C. Anderson Form OG01 rev. 10.13.06 Page 4 of 10 Estate of RUTH L. ANDERSON Name and Address of Each Party in Interest ~ Relationship and United Church of Christ Sherwood Lane Norwood, OH Methodist Church of Geneva Geneva, IL Deceased 1/3 of remainder of trust upon death of Richard C. Anderson 1/3 of remainder of trust upon death of Richard C. Anderson B. Identify each party who is not sui juris (e.g., minors or incapacitated persons). For each such party, give date of birth, the name of each Guardian and how each Guardian was appointed. If no Guardian has been appointed, identify the next of kin of such party, giving the name, address and relationship of each. N/A C. State why a Petition for Guardian/Trustee Ad Litem has or has not been filed for this Audit (see Pa. O.C. Rule 12.4). N/A D. If distribution is to be made to the personal representative of a deceased party, state date of death, date and place of grant of Letters and type of Letters granted. N/A Form OC-01 rev. 10.13.06 Page 5 of 10 Estate of RUTH L. ANDERSON ,Deceased 10. Other than the claim for the family exemption, list the names of all known claimants and the amount of their claims and state whether each claim is admitted. Name and Address of Each Claimant Amount of Claim Claim Will Claim Admitted? Be Paid In Full? N/A ^Yes ^Yes ^No ^ No ^Yes ®Yes ^No ^ No ^Yes ^Yes ^No ^ No ^Yes ^Yes ~No ^ No If the estate is insolvent, attach a schedule setting forth the order of preference under 20 Pa.C.S. § 3392 and the proposed payments. 11. Was family exemption claimed? ................................ DYes ONo Was family exemption allowed? ................................ ®Yes ~No Family exemption claimant's name and relationship: Relationship: Form OC-Ol rev. 10.13.06 Page 6 of 10 Estate of RUTH L. ANDERSON Deceased 12. The amount of Pennsylvania Transfer Inheritance Tax and additional Pennsylvania Estate Tax paid, the date(s) of payment(s), and the interest(s) upon which paid, are as follows: Date Payment 09/28/06 03/23/07 07/26/07 Interest 147,368.42 4,784.28 16,089.13 422.82 13. On the date of death, was the decedent a fiduciary (personal representative, trustee, guardian, agent under power of attorney) or surety on the bond of a fiduciary? ................... ®Yes ®No If yes, provide the name of the estate, indicate whether an account has been filed and confirmed absolutely and all awards performed, or, in the alternative, how the decedent's estate will be discharged for the decedent's fiduciary administration of the estate. 14. A. Describe in detail any questions requiring adjudication and state the position of the Petitioner(s) as to each question: N/A B. Has notice of the question requiring adjudication been given to the parties identified in Paragraph 9 above? .................. ®Yes ®No 15. If Petitioner(s) has/have knowledge that a share has been assigned, renounced, disclaimed or attached, provide a copy of the assignment, renunciation, disclaimer or attachment, together with any relevant supporting documentation. Form OC-01 rev. 10.13.06 Page 7 of 10 Estate of RUTH L. ANDERSON Deceased 16. Had the decedent been adjudicated an incapacitated person? .......... ®Yes ^ No If yes, attach a copy of the Order if available; otherwise state the Court, term, number, date, and name of Hearing Judge. 17. A. List or attach a separate list of additional receipts and disbursements since the closing date of the Account. N/A B. Has notice of the additional receipts and disbursements been given to the parties identified in Paragraph 9 above? ............. ^Yes ^ No 18. If a reserve is requested, state amount and purpose. Amount: 22,630.00 Purpose: Filing First and Final Acct ($2630), income taxes ($10,000), and closing expenses ($10,000). If a reserve is requested for counsel fees, has notice of the amount of fees to be paid from the reserve been given to the parties in interest? ........................................ ®Yes ®No If so, attach a copy of the notice. 19. Is the Court being asked to direct the filing of a Schedule of Distribution? .......................... ®Yes ®No As to real estate only? ........................................ ^Yes ®No Form oc-ol rev. 10./3.06 Page 8 of 10 Estate of RUTH L. ANDERSON Deceased Wherefore, your Petitioner(s) ask(s) that distribution be awarded to the parties entitled and suggest(s) that the distributive shares of income and principal (residuary shares being stated in proportions, not amounts) are as follows: A. Income: Proposed Distributee(s) Amount/Proportion Richard C. Anderson has appointed SEI Private 100% of residue Trust substitute Trustee to Financial Trust Serv Co pursuant to Item XI of will B. Principal: Proposed Distributee(s) Amount/Proportion Richard C. Anderson has appointed SEI Private 100% of residue Trust substitute Trustee to Financial Trust Serv Co pursuant to Item XI of will Submitted By: (All petitioners must sign. Add additional lines if necessary): N6f Petitioner: David H Stone, Executor Name of Petitioner: Form OC-01 rev. 10.13.06 Page 9 of 10 Estate of RUTH L. ANDERSON Verification of Petitioner (Verification must be by at least one petitioner.) Deceased The undersigned hereby verifies * [that heishe is rare of the above-named name of corporation and] that the facts set forth in the foregoing Petition for Adjudication /Statement of Proposed Distribution which are within the personal knowledge of the Petitioner are true, and as to facts based on the information of others, the Petitioner, after diligent inquiry, believes them to be true; and that any false statements herein are made subject to the penalties of 18 Pa. C.S. § 4904 (relating to unsworn falsification to authorities). * Corporate petitioners must complete bracketed information. Certification of Counsel The undersigned counsel hereby certifies that the foregoing Petition for Adjudication/ Statement of Proposed Distribution is a true and accurate reproduction of the form Petition authorized by the Supreme Court, and that no changes to the form have been made beyond the responses herein. I Petitioner Form OC-01 rev. 10.13.06 Page 10 of 10 ~Tn\E, L.1t':1~'F:R bie Sl1EK1.ETSKI ATTORNEYS AT LAW 41d BRIDGE STREET XF:N' Gt ?IN F.IZL.i\h. PA 1707n LAST WILL AND TESTAMENT OF RUTH L. ANDERSON I R-,,,,. _ S „ , .. 1:: L. A~tiDER CN, cf :;pper haler. ~~wnsr:ip, C•.:TM,berl_ :~ _~u..t Fenrsy.~'_-Dania, declare this to be m,~ last will and re-,rcr:~ - previously made by me. ITEM I: I direct that rr; Executor hereinafter named s:.al p~jr all mgr ~ ust debts and funeral expenses as soon as cor.~~-erycr_tly rra~,, bC done after my decease. ITEM II: I bequeath my automobiles, household an~ ~:erscnal effects and other tangible personalty cf like nature (rot inciudin3 cash or securities? together with any existing insurance therein to ~-,~- son, RICHARD C, ANDERSON. ITEM III: I make the follcwing specific bequests tc tl-.e fcllc.~.- ir.g beneficiaries why sir-, i-; e r:e A . 7 , ~ ..., .., ~ t ~~ m.- ~ _ . R I ~ ir~F.~ .-L ~_ .._ ~ , ~E::a1C?, I:., E,_~~~. E. al,~^~,,.,,,, t~ h.ISS D~ti'NA rE:zFS~?, 3514 .~-:'r~~z-.- ,_.. .... Y ~ , Sf~amcre, IL 6C17S. F. $2, Cu^O. GC to MRS. S1SAN A. HL'~iGnRrCRD, ~,15 .'.enf^.rus Dri•re, Lewisvilye, NC 27023. G. $1, OOO. C0 to MRS. EMILY fiADER, 8209 Sar. Aua;:~ ti:_ , L~,-:~==~ Germantown, TN 38138. H. $1,000.00 to MRS. CATHY SCHAD, 6766 Chestnut Street, ' Cincinnati, CH 45227. I. $1,000.GO to MRS. CHERYL McCLAIN, 2390 Cclor:i~i Ridge Court, Cincinnati, OH 45236. J. $5, 000.00 to PdR. BERNARD W. LINDEMA_'~', 4951 Kucrler Mill Road, Cincinnati, OH 45236. K. $5, OCO. GC to MR. WILLIA,ti1 A. LINDEMAN, 2~9C Coci:; al Rid~~e Court, Cin~irna~i, OH 45212. - -~~ ~e nc?':3, ~~ ~~~''~. '~~ ~ ~ ~ t'~ E~ Lr~F. '.". =L- -~~ - --~ y , V ~ . r t ~~ . ._...~l1:~. i1~~ u rt. ~~.~...V, .~~~Z _._ _ ~._.ur 1 _ l -amore, T _ 1L E~~~ ~'c. ~:;. ~i, ~~~~ . ,,,, tC N'~_ . _~ 1i~,~R~ rEAR.S;;.T1, _lc ~ .rd= :~- _ .. __,. Syca~;^re, ZL E~Z7c. . ZTE'~' I~' Z devise and bequeath all cf the res~ -: ; u~ ~L estat r ., , _ of every natu re and w~:ere•~er situate, to the Trustee t:er_ir.after named, IN TRUST, for the foll owing uses and purposes: A. To pay the net income therefrom to my son, RZC?-?ARL C. A1tiDERSCN, for and during his lifetime in such periodic irstallmer.ts ~s Trustee shall find convenient , but at least as often as quarter- annually. B. As much of the principal of this Trust as Trustee, i:i its sole discretion, may fr~~m. time tc time think ad~.•isable for the support of my son to maintain him in the station of life to which e is a~~customed at my death, shall be either paid to h~*~ cr else app=;ed direr*_I1 fcr his benefit h-. 'Trustee after takin3 _r.tc ~ n` .._~ ... ../ J wither re a'~1,. a i~ailabye dJ~~.,S ~~rL ,~ S'.. ,.r~.es ...1 i. ri ... ... il.? . .... Tr.i:-`_ee i';31 3fiLT....1~ Cv.e ":et _:. ..,_Z?'e .~f ~._1J T_ _. _. _ _..Y _._~ ~+.. T j, ter., t'__ _!':ti2`_... _ 1'1.'.....~'~'..._~, G =~...~~ r~ L -F" _'_ _. _ .... 1C ~ _ x;7° ~ .~ ~_=::ess ~r a~.~ ~`_her _,:...~~, --- r ~- =~_..-=-. _` ;r::s_~~~=, c_ ~._~a_ ~.._ _ -~ ..is~ursin3 i 'TEM V• Upcn the deatr, cf rr:y scn, F.IC~-:ARD C. A:•~~E__5.._-, .r ~c~__ ~. death should ,~~ scr. predecease ne, the ~'rus*_ee shall dis_rir~__ _.__ halarce cf the principal and any accur.;ulated and urdistrih~.~tea ir._1~._ as follcws: A. One-third thereof to the EAUCHMAN MEMORIAL ~:~TE: METHODIST CHURCH, Third and Bridge Streets, New Cur,~erlar.d, FA. B. Cne-third thereof to the UNITED CHURCH CF CHRIc~r~ Sherwood Lane, Norwood, CH. C. One-third thereof to the METHODIST CHURCH ^F 3ENE~JA, Gene•,ra , I L . ITEM VI: The interests of the beneficiaries rereun3er shall nc*_ be subject to anticipation cr to vcluntary or involuntary aliena~ior.. ITEM VII: Trustee stall have the fcllowirg pcwers iri additic^ t- '-hose ~•estea ir. it b-,~ law and hl ether prc-rys~crs cf *_his _.-.- _, aFcl~ca~_e t~c all prcFert,~, principal ~r.d ir.ccr:;e, ~..._1~.:::-r3 ~ r~c_r`, hE_'. Fir T:'.~I'.r~, eXer__Sa~lc 'N~~.:~',,it _='a~-±' .3ppr.:'Iai, a`--` --~----'_ ai:t~l act~.~al d~s`r,but___. ~f a;l trypert.-. cr pers~ral, _r.^1u3~.::~ stc_i: c_` =crp~ra*e Trustee ,~r -c~ ___- r ar- hol3i::a ~~~-,par,y wit~.~ut reg~.r~ _~ any principle of ai•. _~-~ F- ,.~, . _~.:. _~_ b. To ir.~rest ~r. aly forms of pr~pert,~, _r_~_..~,_^~ ~ _~_.- ., c~%:Mcn trust funds and mcrt3age ir.,rest:~ent funds wretr~er _~r`ra:ed t.~ Trustee or by o*_hers, without restriction to investments _~uth~-rized for Pennsylvania fiduciaries, as they deem proper without r~.gard tc any principle of diversification. C. To sell at public or private sale, to exchange cr to lease for any period of time, any real or personal property, and to give options for sales, exchanges or leases, for such prise and upon such terms and conditions as it deems proper. D. To allocate receipts and expenses to principal cry ir.ccme or partly to each as Trustee from time to time thinks proper ir. its sole discretion. E. To compromise ar.1r cla_r~: or c~rtrovers1~. F. To distribute ~._ cash ~r kin3 cr par*_.' ~' e.-_-~. _, ~. Tc rcla proper`; ~_. i~_s :a~;,e w~`_~~-.:t ~~~~ -a~~_._ ..: _---_' =_a-.:.~iary _~p~oi`_ .._ ~r. `-__ _._~::-.e _f a r_o.,._-:ee ~r ~a. ~a~- -___~. 1 _. Z~ ~.i~.p~': J,.lt 1.... ~.ri *..- per_~z T.~i.__ _f ~. C'~r -yrl~_~....~ r'_~r'._._.,~i~~ -.. a: r,~.a:.ce w~tr: tre_r s=.~: ~ :i.~ sche3u~e ~~= fees it et.C_ _ -_ ~.. __ .._ _ _ tiTe durir_g the period _:er ~;hich its sEr:ices are perfcr:~~.~. I~'~'M I:{. i app~ir~t rl~:r~~CIA:~ 'IR~~ST SEF~'i:ES C~~..~r.~"_ __~_=e~ _` ar.,• trust created under th_e rr: Last 6v_,1 and '='esta.~.en*_ . ITEM X: I appoint DAViD H. STOKE, Executer of t h._ -~, Iast .. ..~._. ITEM XI: Upon the writter. request of RICHARD C. A.tiCE~tS~N, the Trustee shall promptly resign; provided that RICHARD ~. AP~~ERS~1~ ras appcir.ted a corporation as a successor Trustee that is ergxr:ized under the laws of the United States or any state thereof, and is possessed of Trust powers. ITEM XII: I direct that my Executor and Trustee cr their succes- sors shall not be required to give bond for the faithful perfcrmarice of their duties in an~r jurisdiction. IN WITNESS WHEREOF, I, rUTH L. AT~IDEr.SO.1, have hereu:i*_o s~_ r,-:.• hand a.-_3 seai tris 's .l. da: ~f ~• -\~ `- ~,~ ~ ~ _ _ . ._ ~ ..+_ _- - ~ __ SIGNED, SEALED, PUBLISHED ,~:,d DECLARED b;.' ic~i3 ~. :_,'___ ~__-~ -.__ ~eStd~r1X a:,c'.'e nar~.ed, aS ,~na f~~ r:Er iaS`_ 'fiii dn~~ 7es __„__ _ , --•'-~---~ a::~ ~-- the Presence cf us, why at her request, ir. her presence a~ in pr'e~s'e`nce of each ether, 1-aa:'e s~.:hscrihed cur ra^~es as ~,:irr_ESS~s. /~ } ~_i i .Witne~ ~ Address __ _ ~ ' i" __ - ~~_ ..--` i ~. .~ '~ ~~ .-- ;' , Witness Address '~~ .::~ `~ JTONE, LAFAVER & SHEKLETSKI ATTORNEYS AT LAW •`~~ 414 B.'lfOOE'~'1'REET N'EN CL-dHERLATTD, PA 17070 CODICIL TO THE LAST WILL AND TESTAMENT OF RUTH L. ANDERSON I, R_uTH I.. AN~ER.SOtd, of Upper Allen Tewr.ship, C~am~erland ..~ ~:, _;~, ar.d Ccm-nonwealth of Fenr.sylvania, dec'_are this to be the Sole Cod.~cil tc my Last Will and Testament dated October 30, 2001. ITEM I: I hereby revoke Item III.K. of my Last Will and Testa- ment and in its place there shall be a new Item III.K.. which shall provide as follows: "$S,000.OC to EVALYP~ LIrIDEMAN, 2890 Colonial Ridge Ccurt, Cincinnati, GH 45212." ITEP~^ II: In all other respects I hereby ratify, ccnfirm and republish my Last Will and Testament dated October 30, 2001, together witri this my sole codicil. IN WITNESS WHEREOF, I have hereunto set T,y hand and seal this _ ' da of 2003. ~' , ,: . SIGNED, SEALED, PUBLISHED and DECLARED c,• ~.~_;' ~. r~~~~'r;~:.;, ?'estat_~x abc~-e named, as ar.d fcr a Ucye ~cd~ci~ t~ h_r ~~s~ .,__i ana Testament, and i.^. the presence of us, wn^ at her req;:est, in her presence and in the presence cf each ether, have subscribed cur names G.~1. iti'1. ~.. ries ses. .I ~~ ~i Wlt-P.2S~.-~ 1 I I~ - ---- I' ~~ ,~ ~ 'r . 1~ < ~~ Wlt2'1~~SS ~: i ~ ~~ / ~~ `~' rs ~c ~-i.:idreSS Address Faa~ ~ cr PROOF OF PUBLICATION OF NOTICE IN CUMBERLAND LAW JOURNAL (Under Act No. 587, approved May 16, 1929), P. L.1784 COMMONWEALTH OF PENNSYLVANIA COUNTY OF CUMBERLAND ss. Lisa Marie Coyne, Esquire, Editor of the Cumberland Law Journal, of the County and State aforesaid, being duly sworn, according to law, deposes and says that the Cumberland Law Journal, a legal periodical published in the Borough of Carlisle in the County and State aforesaid, was established January 2, 1952, and designated by the local courts as the official legal periodical for the publication of all legal notices, and has, since January 2, 1952, been regularly issued weekly in the said County, and that the printed notice or publication attached hereto is exactly the same as was printed in the regular editions and issues of the said Cumberland Law Journal on the following dates, viz: July 28, August 4, and August 11, 2006 Affiant further deposes that he is authorized to verify this statement by the Cumberland Law Journal, a legal periodical of general circulation, and that he is not interested in the subject matter of the aforesaid notice or advertisement, and that all allegations in the foregoing statements as to time, place and character of publication are true. Marie Coyne, Anderson, Ruth L., decd. Late of the Upper Allen Town- ship. Executor: David H. Stone, Es- quire, Stone LaFaver & Shek- letski, 414 Bridge Street, New Cumberland, PA 17070. Attorneys: David H. Stone, Es- quire, Stone LaFaver & Shek- letski, 414 Bridge Street, New Cumberland, PA 17070. WZTRi~TO AND SUBSCRIBED before me this 11 day of August, 2006 NOTARIAL SEAL ~ LOIS E. SNYDER, Notary Public Carpsle Boro, Cumberland County My Commission Expires March 5, 2009 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 Assistant 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 The 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 T'he Sunday Patriot-News were established lvlzrch 4th, 1854, and September 18th, 1449, 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 and/or Sunday/ Metro editions which appeared in the 19th, 26th day(s) of July and the 2nd day(s) of August 2006. 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 ...................... ...:. s :..... .,, ,~...:.:.........r....................... . Sworn to and s r' a 4T8E~IId(~ •D• Nptarial Seal Tarty L. Russell, Notary PubFc Of H 'burg, Dauphi~COOU~ o My _ __...._... .necrtion W Notaries NOT. STONE, LAFAVER & SHEKLETSKI 414 BRIDGE STREET P.O. BOX E NEW CUMBERLAND, PA. 17070 REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYLVANIA INVENTORY Estate of Ruth L Anderson No. 21 06 0620 also known as Deceased Date of Death 6/28/2006 Social Security No.270-03-1287 David H. Stone Personal Representative(s) of the above Estate, deceased, verify that the items appearing in the following inventory include all of the personal assets wherever situate and all of the real estate in the Commonwealth of Pennsylvania of said Decedent, that the valuation placed opposite each item of said inventory represents its fair value as of the date of the Decedent's death, and that Decedent owned no real estate outside the Commonwealth of Pennsylvania except that which appears in a memorandum at the end of this inventory. I/We verify that the statements made in this inventory are true and correct. UWe understand that false statements herein made are subject to the penalties of 18 Pa. C.S. Section 4904 relating to unsworn falsification to authorities. Perso pr en Name of Attorney: David H. Stone, Esquire David H Stone Ex utor I.D. No.: 39785 Address: 414 Bridge Street New Cumberland PA 17070- Telephone: (717) 774-7435 414 Bridge St~2Newr7Cumberland PA Dated ,Y 2 .1ro~ AARP-insurance refund Description Bankers Life-home healthcare reimb. Cash on hand 20000 shares Citigroup/Smith Barney-Allegheny Cnty PA Res 3.5% @ $0.98 each Due 11/01/13 25000 shares Citigroup/Smith Barney-Allegheny CO PA 5.25% @ $1.02 each Due 01/01/16 100 shares Citigroup/Smith Barney-Alltel Corp Delaware @ $61.22 each (Attach Additional Sheets if necessary) Total 25,449.50 6,122.00 3,471,305.73 NOTE: The t,lemorandum of real estate outside the Commonwealth of Pennsylvania may, at the election of the personal representative, include the value of each item, but such figures should not be extended into the total of the Inventory. Value t ~-- ~~ - ~ 236.00 `'J - ~ :~ ~~. __ Lti; - 271918.14 - =, '_ =~ ~,~ ~~ 2;32.54 19,645.80 RW-4 Continuation of Inventory Ruth L Anderson 21 06 0620 Page 1 Description of Inventory Description 800 shares Citigroup/Smith Barney-Apple Computer Inc @ $56.36 each 2500 shares Citigroup/Smith Barney-Bellsouth Corp @ $35.48 each 336 shares Citigroup/Smith Barney-Boeing Co @ $81.76 each 1200 shares Citigroup/Smith Barney-Campbell Soup Co @ $37.00 each 25000 shares CitigrouplSmith Barney-Carlisle PA SD 3.8% @ $0.97 each Due 09/01/14 Citigroup/Smith Barney-Cash 25000 shares Citigroup/Smith Barney-Cecil Twp PA 3.75% @ $0.99 each Due 11/01/13 1000 shares Citigroup/Smith Barney-Citigroup Capital XI 6% @ $22.12 ea 1093 shares Citigroup/Smith Barney-Columbia Federal Sec @ $10.10 15000 shares Citigroup/Smith Barney-Conewago SD PA 3% @ $0.95 Due 09/01/11 1600 shares Citigroup/Smith Barney-Cooper Inds Ltd CIA @ $87.87 E 800 shares Citigroup/Smith Barney-Corn Products Intl @ $28.41 each 51681.06 shares Citigroup/Smith Barney-Delaware Tax Free PA @ $7.92 each 484 shares CitigrouplSmith Barney-Dominion Resources Inc @ $73.44 each Value 45,084.00 88,687.50 27,471.36 44,394.00 24,299.50 39,632.20 24,675.75 22,120.00 11,039.30 14,256.30 140,584.00 22,724.00 409,313.99 35,544.96 Subtotal I E 949,826.86 Continuation of Inventory Ruth L Anderson 21 06 0620 Page 2 Description of Inventory Description 1200 shares Citigroup/Smith Barney-Eaton Corp @ $73.15 each 40 shares Citigroup/Smith Barney-Embarq Corp @ $40.57 each 10000 shares Citigroup/Smith Barney-Erie Cnty PA Hosp 3.8% @ $0.98 e Due 11 /01 /11 30000 shares Citigroup/Smith Barney-Hempfield PA SD 3.45% @ $0.95 Due 10/15/14 200 shares Citigroup/Smith Barney-Idacorp Inc @ $33.59 each 1400 shares Citigroup/Smith Barney-Ing Groep Nv 6.2% Pfd @ $23.13 1000 shares Citigroup/Smith Barney-JP Morgan Chase Cap 7.0% @ $24.82 each 3108.251 shares Citigroup/Smith Barney-LMP Core Plus Bd A @ $11.84 each 1472 shares Citigroup/Smith Barney-Meadwestvaco Corp @ $27.04 each 1000 shares Citigroup/Smith Barney-Metlife Inc 6.5% Pfd @ $24.33 each 107 shares Citigroup/Smith Barney-Newmont Mining Corp @ $49.24 25000 shares Citigroup/Smith Barney-PA Hsg Fin Agency 4.0% @ $0.98 each Due 10/01/12 25000 shares Citigroup/Smith Barney-Pittsburgh PA SD 5.5% @ $1.00 each Due 09/01 /06 1200 shares Citigroup/Smith Barney-PPL Corp @ $31.53 each Value 87,780.00 1,622.60 9,843.20 28,491.60 6,717.00 32,375.00 24,815.00 36,801.69 39,795.52 24,330.00 5,268.15 24,431.00 25,071.25 37,830.00 Subtotal I S 385,172.01 Continuation of Inventory Ruth L Anderson 21 06 0620 Page 3 Description of Inventory Description 12800 shares Citigroup/Smith Barney-Procter 8~ Gamble Co @ $55.76 1000 shares Citigroup/Smith Barney-Public Service Ent Grp @ $65.81 2120.457 shares Citigroup/Smith Barney-Putnam Tax Free High Inc @ $12.86 each 777.605 shares Citigroup/Smith Barney-Putnam Tax Free Inc Tr @ $12.81; each 128 shares Citigroup/Smith Barney-Smucker J M Co New @ $44.98 each 800 shares Citigroup/Smith Barney-Sprint Nextel Corp @ $19.64 each 3960 shares Citigroup/Smith Barney-US Bancorp Del New @ $30.80 798 shares Citigroup/Smith Barney-Van Kampen Govmt Secs @ $9.89 e. 2100 shares Citigroup/Smith Barney-Verizon Communications @ $32.68 each Citizens Bank-Cert of Deposit #6140704146 Princ. $13,431.10, Int. $13.07 Citizens Bank-Cert of Deposit #6140705762 Princ. $11,631.53, Int. $22.35 Citizens Bank-Cert of Deposit #6140705770 Princ. $10,000.00, Int. $20.45 Citizens Bank-Cert of Deposit #6140731860 Princ. $15,000.00, Int. $21.90 Citizens Bank-Cert of Deposit #6140731879 Princ. $5,000.00, Int. $10.29 Value 713,728.00 65,805.00 27,269.08 10,015.55 5,756.80 15,708.00 121,948.20 7,892.22 68,628.00 13,444.17 11,653.88 10,020.45 15,021.90 5,010.29 Subtotal 15 1,091,901.54 Continuation of Inventory Ruth L Anderson 21 06 0620 Page 4 Description of Inventory Description Citizens Bank-Checking Acct. #6100769658 Princ. $47,657.10 Citizens Bank-Savings Acct. #6140231663 Princ. $22,288.97, Int. $4.28 $5000 Legacy Treasury Direct Bill dt 11-15-04 @ $99.744019 Matures 11-15-07 $15,000 Legacy Treasury Direct Bill dt 1-31-06 @ $99.901410 Matures 1-31-08 $20,000 Legacy Treasury Direct Bill dt 2-9-06 @ $97.725 Matures 8-10-06 $10,000 Legacy Treasury Direct Bill dt 3-31-06 @ $99.801852 Matures 3-31-08 $20,000 Legacy Treasury Direct Bill dt 4-20-06 @ $97.598611 Matures 10-19-06 $60,000 Legacy Treasury Direct Bill dt 4-6-06 @ $97.639056 Matures 10-5-06 $115,000 Legacy Treasury Direct Bill dt 5-18-06 @ $97.563222 Matures 11-16-06 $10,000 Legacy Treasury Direct Bill dt 6-30-05 @ $99.952201 Matures 6-30-07 $120,000 Legacy Treasury Direct Bill dt 6-8-06 @ $97.565750 Matures 12-7-06 M&T Bank-Cert of Deposit #031003913919197 Princ. $15,000.57, Int. $16.40 M&T Bank-Cert of Deposit #031003914520737 Princ. $21,424.37, Int. $62.21 MST Bank-Checking Acct. #10965424 Princ. $82,170.90, Int. $4.29 Value 47,657.10 22,293.25 4,987.20 14,985.22 19,545.00 9,980.19 19,519.72 58,583.43 112,197.71 9,995.22 117,078.90 15,016.97 21,486.58 82,175.19 Subtotal 3 555,501.68 Continuation of Inventory Ruth L Anderson 21 06 0620 Page 5 Description of Inventory Description Messiah Village-729 Oak Oval apartment refund 33 shares Met-Life Inc. stock @ $49.24 each Navistar Internal Payroll check Personal property appraised by Smart Move Makers PNC Bank-Cert of Deposit #31500192509 Princ. $12,454.99, Int. $19.24 PNC Bank-Cert of Deposit #31500211605 Princ. $10,000.00, Int. $2.95 PNC Bank-Cert of Deposit #31700042501 Princ. $10,000.00, Int. $11.99 PNC Bank-Cert of Deposit #3180042684 Princ. $10,000.00, Int. $14.74 PNC Bank-Checking Acct. #5140001294 Princ. $95,506.70, Int. $25.84 PNC Bank-Savings Acct. #5030125499 Princ. $75,614.39, Int. $130.93 PNC Bank-uncashed interest check for CD ...2836 Union Central-monthly check received US Bank-Money Market Acct. #000008019818 7165.66 shares Wachovia Securities-Evergreen PA Tax Free Fd CIA @ $11.09 each Value 24,187.00 1,624.92 227.22 1,706.00 12,474.23 10,002.95 10, 011.99 10,014.74 95, 532.54 75,745.32 30.52 31.55 15,996.36 79,467.27 subtotal I S 337,052.61 Continuation of Inventory Ruth L Anderson 21 06 0620 Paae 6 Description of Inventory Description Wachovia Securities-Sweep Acct. #1149-7609 Princ. $15,329.13, Int. $14.66 1994 Chrysler New Yorker-Kelley Bluebook value Proceeds from MetLife life insurance Policy No. 23-183-000-A Owner is Ruth L. Anderson and insured is Richard Anderson It is considered an asset of Ruth's not a life ins. policy on the dec. Proceeds from New York life insurance Policy No. 62-089-380 Owner is Ruth L. Anderson and insured is Richard Anderson It is considered an asset of Ruth's not a life ins. policy on the dec. Value 15, 343.79 2,550.00 4,523.10 47,130.16 Subtotal S 69,547.05 Grand Total S 3,471,305.73 BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION PO BOX 280601 HARRISBURG PA 17128-0601 DAVID H STONE ESQ STONE ETAL 414 BRIDGE ST NEW CUMBERLAND PA 17070 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE INHERITANCE TAX STATEMENT OF ACCOUNT REV-1607 EX AFP C03-05) DATE 10-09-2007 ESTATE OF ANDERSON RUTH l DATE OF DEATH 06-28-2006 FILE NUMBER 21 06-0620 COUNTY CUMBERLAND ACN 101 Amount Remitted MAKE CHECK PAYABLE AND RENIT PAYMENT T0: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 _ ~_..~._.^_ _ _ _ _ - - .. __~- ,.,4~_+*e~..€ x.~-s.. !orm Frith Your tax Payment. NOTE""._ ...- CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~ --------------------------------------------------------------------------- REV-1607 EX AFP C03-05) *** INHERITANCE TAX STATEMENT OF ACCOUNT *** ESTATE OF ANDERSON RUTH L FILE N0. 21 06-0620 ACN 101 DATE 10-09-2007 THIS STATEMENT IS PROVIDED TO ADVISE OF THE CURRENT STATUS OF THE STATED ACN IN THE NAMED ESTATE. SHOWN HELOW IS A SUMMARY OF THE PRINCIPAL TAX DUE, APPLICATION OF ALL PAYMENTS, THE CURRENT BALANCE, AND, IF APPLICABLE, A PROJECTED INTEREST FIGURE. DATE OF LAST ASSESSMENT OR RECORD ADJUSTMENT: 07-11-2007 PRINCIPAL TAX DUE: PAYMENTS CTAX CREDITS): 168,241.83 PAYMENT DATE RECEIPT NUMBER DISCOUNT C+) INTEREST/PEN PAID C-) AMOUNT PAID 09-28-2006 CD007266 7,368.42 140,000.00 03-23-2007 CD007939 .00 4,784.28 07-26-2007 CD008464 422.82- 16,515.48 09-24-2007 REFUND .00 3.53- TOTAL TAX CREDIT BALANCE OF TAX DUE INTEREST AND PEN. TOTAL DUE ^ IF PAID AFTER THIS DATE, SEE REVERSE SID E FOR CALCULATION OF ADDITIONAL INTEREST. C IF TOTAL DUE IS LESS THAN tl, NO PAYMENT IS REgUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. ) 168,241.83 .00 .00 .00