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Home My WebLink About03-0424PETITION FOR PROBATE and GRANT OF LETTERS Estate of Anna R. McCoy al~o /cnown as · Deceaxed. Social Security No. 178-16-4553 The petition of the undersigned respectfully represents that: Your petitioner(s), who is/are 18 years of age or older an the execut or in the last will of the above decedent, dated April 19 and codicil(s) dated -'-' No. To: Register of Wills for the County of Cumberland in the Commonwealth of Pe--~ylvania ,19 na~ed (state relevant circumstances, e.g. renunciation, death of executor, etc.) Decendent was domiciled at death in Cumberland _ Co.u.ntX, Pen~ylvguj~ 2~tith er last family or principal residence at 1 Longsdorf Way~ uar±~s~e, (list street, number and rnuncipality) Decendent. then 97 years_of eyre, died April 18~ at Carlisle RegionaI Medica~ Center, Car±±s±e, ~A 2003, Except as follows, decedent did not marry, was not divorced and did not have a ckild born or adopt~xi after execution of the will offered for probate; was not the victim of a killing and wa~ never adjudicated incompetent: Decendent at death owned property with estimated values as follows: (If domiciled in Pa.) All personal property (If not domiciled in Pa.) Personal property in Pennsylvania (If not domiciled in Pa.) Personal property in County Value of real estate in Pennsylvania situated as follows: none 103,000.00 WHEREFORE, petitioner(s) respectfully request(s) the probate of the last will and codicil(s) presented herewith and the grant of letters testamentary theron. (testamentary; admirfistration c.t.a.; administration d.b.n.¢.t.a.) Manufacturers & Traders Trust Company 1415 Ritner Highway Car~is]a. PA rt7013 / - ~ tMa~ia A ~pkins, Trust Officer OATH OF PERSONAL REPRESENTATIVE COMMONWEALTH OF PENNSYLVANIA COUNTY OFf ss The petitione':(s) above-named swear(s) or affirm(s) that the statements in the foregoing petition are true and correct to the best of the knowledge and belief of petitioner(s) and that as personal represen- tative(s) of the .above decedent petitioner(s) will well a.~d truly administer the estate according to law. /) Sworn to or affirmed and subscribed r- ,.~.4/~,x~[~ before me this ..7,~2-.,/ dav of l ~ ~ ~Igegtster L /'?-/5"/- /~ No. ~,27- ~..~-/-/~/ Estate of Anna r. McCoy , Deceased DECREE OF PROBATE AND GRANT OF LETTERS AND NOW the reverse side hereof, satisfactory proof having been prezented before me, IT IS DECREED that the instrument(s) dated April 18, 1984 described therein be admitted to probate and filed of record as the last will of Anna R. McCoy and Letters Testamentary are hereby granted to Maunfacturer~ And Trado_rs Tnmt Company .~.Z~3, in comiderafion of the petition on FEES Probate, Letters, Etc .......... .S]~or3 Certificates( )'. ......... $ ~tenuncmnon ................ $ '~'~'~' TOTAL Filea . ~.~~ .............. Edward L. Schorpp~ E.sq. · ATTORNEY (Sup. CL I.D. Martson Deardorff Williams &')Otto Ten East High St., Carlisle, PA 17013 ADDRESS 243-3341 PHONE REGISTER OF WILLS OF COUNTY OATH OF SUBSCRIBING WITNESS codicil (each) a subscribing witness to the~lT)presented herewith, (each) being duly qualified according to law, depose(s) and say(s) that t~ ~ ~/e ce. present and saw the testat r'l 0t , sign the same and that '~6 signed as a witness at the request of testat ~-~ × in hE ~- presence and (in the presence of each other) (in the presence of the other subscribing witness(es)). Sworn to or affirmed and subscribed before me this a,?J'A~.~ day of /'(Name) (Address) (Name) (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 19 Register (Name) (Address) (Name) (Address) OV: LL~/ OZ: ,L~/14 ('0. LAST ~IlLL AND TESTA[~NT /~, ANNA R. McCOY, of Pine Road, Mount Holly Springs, Cumberland Count57, Pennsylvania, being of sound mind, memory and understanding, do make, publish and declare this as and for my last will and testament, hereby revoking and making void all former wills by me at any time heretofore made. FIRST. I direct all my just debts including all inheritance taxes be fully Paid and satisfied out of my estate by my personal representative hereinafter named as soon as conveniently may be done after my decease. SECOND. I give, devise and beGueath all my property whatsoever and wherever situate unto my husband, W. Grant McCoy, to be his absolutely. THIRD. In the event my said husband predeceases me, then I give, devise and bequeath all of my property, whatsoever and wherever situate, as follows: 1. Two-third (2/3rd) thereof to the Farmers Trust Company, of Carlisle, Pennsylvania, in trust, for the Barnitz Methodist Church, Barnitz, Pennsylvania, of which I am a member, the income from which shall be used each year for such purposes as the Board of Directors shall think best in their discretion and, if the said Church fails to exist, then the cor9us thereof and any accrued interest shall be ~aid to the Carlisle Hospital, Carlisle, Pennsylvania. 2. One-third (1/3rd) thereof to the Farmers Trust Company, of Carlisle, Pennsylvania, in trust, for the Salvation Army of Carlisle, Pennsylvania, ~e income of which to be used for the benefit of the poor people of the Carlisle area. LASTLY, I nominate, constitute and appoint my said husband, W. Grant ~cCoy, Executor of this my last will and testament, and in the event he should predecease me or is unable to serve, I nominate, constitute and appoint the Farmers Trust Company, of Carlisle, as successor Executor, and I order and direct that Henry L. Stuart be employed as attorney in the settlement of my estate due to his familiarity and knowledge of ml~ affairs and business. "-'-..'--'~'-"~ ........ '~, I have hereunto set my hand and seal this _ day of .. , 1984. Signed, sealed, published and declared by the above named Testatrix, Anna R. McCoy, as and for her last will and testament, in the presence of us, who, at her request and in her presence and in the presence of each other, have hereunto subscribed our names as witnesses thereto. LAST WILL AND TESTAMENT OF ANNA R. McCOY WILL HENRY L. STUART, P.C. ATTORNEY AT LAW 1-3 S. HANOVER STREET CARLISLE, PA. 17013 Register of Wills Cumberland County Court House One Courthouse Square Carlisle, PA 17013 CERTIFICATION OF NOTICE UNDER RULE 5.6 (a) Name of Decedent: ANNA R. MCCOY Date of Death: APRIL 18, 2003 Will No. To the Register: 21-03-0424 Admin. No. 2003-00424 I certify that notice of (beneficial interest) 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 27,2003 Name Address Barnitz United Methodist Church Rev. John Kratz 23 Church Lane Carlisle, PA 17013 Salvation Army of Carlisle Major Colin D. DeVault 20 East Pomfret Street P. O. Box 309 Carlisle, PA 17013 Notice has now been given to all persons entitled thereto under Rule 5.6(a) except ~ Date: May 27, 2003 Signature ~t~/.~}(~ ~ ~ ame: Mar~art. ~ompkins, Trust Officer Address Manufacturers and Traders Trust Company One West High Street Carlisle, PA 17013 Telephone (717) 240-4560 cc: Capacity: Martson Deardorff Williams & Otto Edward L. Schorpp, Esq. Ten East High Street Carlisle, PA 17013 Personal Representative F:\FILES\DATAFILE\ESTATES\10872.I.notice.cert CERTIFICATION OF NOTICE UNDER RULE 5.6(a) Name of Decedent: Anna R. McCoy Date of Death: April 18, 2003 File No. 21-03-0424 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 or about July 15, 2003. Office of the Attomey General Commonwealth of Pennsylvania Charitable Trusts and Organizations Section Strawberry Square, 14th Floor Harrisburg, PA 17120 Notice has now been given to all persons entitled thereto under Rule 5.6(a) except: N/A Date: July 15, 2003 Signature Name Edward L. Schorpp, Esquire MARTSON DEARDORFF WILLIAMS & OTTO Ten East High Street Carlisle, PA 17013 (717) 243-3341 Attorneys for Personal Representative CC.' Mrs. Maria A. Tompkins 95:rd 9t q,q? g0. OFFICIAL U~E ONLY FILE NUMBER 2 i _.0 '3 0 0"4 2 4 I=- · DECEDEN'r's ~ (lAST, RR~, AND MIDDLE iNmAL) Z McCoy, Anna R. g3 DATE OF DEATH ,..%V. FDB-Y~R) J D,~TE OF BII~rH (MM-DD-YEAR) I.U ' 04;18-2003 I' 02-24-1906 ~1 (IF APPMCAB! m BURVMNG SPOUSES NAME (LAST. FIRST, AND MIDDLE INmAL) ['--J 4. Umited E. sta~ . c~ ~ 6. Decedent Died Testete !A~mc~ m~/~f wi) < ~ 9. Litlga~o~ ProceedsRecetved .. [-- Z ILl r~ 0 L_J 2. Supptemantal'Retum . [~ 4a. Future Interest ComPromise [-'] 7. Decedent Maintained', .Living Trust F-] lO. spousal Poverty Crec~ {~ ~,~ SOCL~...-SECUREY NUMBER · ·. 1.78 - 16 -- 4553 THIS RETURN MUsT BE FILED IN DUPUGATE ~ THE REGISTER 'OF WILLS SOCIAL SECURITY NUMBER [~]' 3. Remainder Return [-'1 5. Federal Estate Tax Rebam Required F'"~ 11. Etection to tax under Se~. 91!3(A) NAME Maria A. Tompkins, Trust Offlcel FIRM NAME pfC) ' & Traders Trust Co. TELEPHONE NUMBER· .. .- C~PLETE~UUU~D~'.. One West High Street Carlisle, PA 17013 Z 10. 11. 12. 13. 14, 1. Real Estate (Schedule A) ' "' . . (1) 2. S~s and &~nd~ (Schedu~ B) ' (2) -- 3. Closely Held Corporation, Palnemhip or Sote-Proprietmshlp (3) 4. Mo~gages & ~ Receivable,( .Sch~m~,. le D) (4) -- s. Ca~, Bank Depos~ & ~ Pesona Property (~ (Schedae E) .... I I Separate Bi~ing R~qnested 7. Inte~.V'fvos Transfem & Misc~eeas Non-Probate Prapaly (7) (SChed~. G~rL) 8. Tom C,m..A.~. (uar Un~ ~.D 9. Fune~d Expenses &.aa~a-aNe CoSts (SaSndule H)" ' (9). Debte °f Decedent, M°rlgage Liabllllies, & Liens (SchedUle I) (10) Total Dep'uclions (total Unes g & 10) Net VMue ofF. state (IJne 8 minu- Line 11) Charitable and ('.overemaptal Bequests/Sec 9113 Trusts for which an election to lax has not been made (SchedLde J) Net Valu~ Subject to Tax (Line 12 reinuS Line 13) Amount of Une 14 taxable atthe sp°uaaJ tax rate, or tmnsfem under Se~ 9~16 (a)(! ~.) . .. Amount 0f Line 14 laxaNe at litmal rate. ... Amount of Line 14 taxable at sibling rate Amou~ of Line 14 taxable at Cellatem] rate. 16. 17. 18. 19. Tax Due 20. $10'5,433.38. - ' (8) .$8,840.53 " 2,956.57 (11) (1.2). (~3) _ (14) x.O., . (16) x ,~2 (17) $105";433.38 11,797.10 93,6:36'. 2.8 '93,636.28 (19) Decedent's Complete Address: One ~Lo~gsdorf Way -~ I. STREET ADDRESS Carlisle 1 7ni3.' Tax Payments and Credits: 1. T~X Due (Page 1 Uhe lg) Z Credlts/Paymente S. P~r Payments. C. Discount Interest/Penalty if .applicable D. Interest E Penalty . . ff Line'2 i"s greater than Une t + Line 3, enter the ditfemfice. This is the OVERPAYIIENT... Check bo~ on, Page'1 Line 20 to request a refund ' ff Une 1 + Une 3 is greater than Line 2, enter the difference. This is'the TAX DUE. A. Enter the interest on the tax due. B. Enter the total of Line 5 +' SA. This is the BALANCE DUE. " (1) 0 Total Credits ( A + B ~. C ) (2) TOtal Interes~Penal~ ( D + E ) (3) (4) · (5) (SB) · PLEASE ANswER'THE FOLLOWING'QUEsTIONS BY PLACING AN .X 'IN THE APPROpRIATE'BLOCKS · Yes No · 1. 'Did decedent make a Imnsfer and: . " · · a. mtein the use'or income of the pmpe~ transferred; ....................... :....:..:......~ ........... :.: ...................... ; .............. [] [] b. mtainthe, dght fo designate who shall use ~he property tmnsferred or its income;'. .............................. : ....... : .... [] [] c. m~n a reversionary intereat; or .................................... : .................................... ;. .................... ;";.';'": .......... ; ....... [] [] d. reCeive the promise for life of either payments, beneas or cam? ......... ; ....... ; .................... ~ ................. ; ............. [] [] 2. If death occurred a~r December 1'2, 1982, did decedent transfer pmpe~' within one year of death without receiving adequate.consideration? ................. , ............................................ , ............. : ....... :'"':.':~' ........ : ..... [] [] 3. Did decedent own an "in'tmst'fOf' or paYable upon death bank account or security at his or net Beam ............... [] [] 4.Did decedent own an individuaIRetimment Account, annuity or ether non-pmba~ property which COntains a beneficiaff dasignat~on? ....................................................................................................................... IF THE ANSWER TO ANY OF ~E ABOvE QUESTIONS IS YES, YOU BUST COBPLETE SCHEDULE G AND RLE'ff AS PART OF THE RErUP, N, SIGNATURE OF PERSON RESPONSIBLE FOR'FILING RETURN By: ~&T ~:D~ Rxecuto:~. . . B~: Maria'A. Tompkins, Trust Officer ' ' ~IGNATURE 0"P']~.ARER OTHF.~ REPRESE' ' .... DATE " QDe West H~gh ~-r~=t. ~J3DRES$ For'datea'of death ~)n. or after Jdy 1 '1994! and before January 1', 1995,'the tax rate imposed on. the net value' of ~nsfe~s to or for the use'of .the s .urvMng 'spouse is [72 P.S. §9116 (a) (1.1) ti)], tax e m on the net value of tranSfers to or for the Use of the sun,lying spouse is 0% [72 P.S. §9116 {a) (1.1) (ii)]. Fo~ dates'of death on o~ alter Janua~ .!, 199S, the . rat posed. _ " ' um Of assets and fling a tax return are still applicable e~en if use from tax, and the statutory requirements for d~sdos The statute does not exemot a tmns~ m a surviving spo .... ' . the sun, wing spouse is the 0nly bena~ian/. For dates Of death 0ri or alta-July 1, 2000: The tax rate imposed 'on the net value Of transfers from a deceased'child twenty-one years of age or younge~ at death to or for the use of a natural parent an adoplive parent, or a steppamnt of the child is 0% [72 P.S. §9116(aX1.2)]~ · The tax. rate imPosed' on the net value of transfers to or for the use of the dacedeat's lineal bene~cia~m is 4.5%, except as noted in 72 P.S. §9116(1.2) [72 P.S. §9116(a)(1 )]. · The tax rate imposed o~ the net value of ~ to or for the use of the decedent% siblings is 12% [72 P.S. ~118(a)(1.3)]. A. sibllng'is d~ned, under Section 9102, as an individual who has at least one paint in common With lhe decedent, whether by blood or adoption. COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF McCoy Anna R. SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY FILE NUMBER 21-03-00424 NUMBER Include f~e proceeds of litigation and the date the proceeds were received by the estate. All property jointly-owned with the dght of survivorship must be ,~_cf~_~_ on -_e~_-h_,,d_uie F. ITEM VALUE AT DATE DESCRIPTION OF DEATH' 1. M&T Bank - checking account no. 427314 3,045.51 2. Scudder Investments - Money Market 101,879.23 Account no. 97-133326716-6 3. Interest to Date of Death on Item 2 35.54 4. The Sentinel- newspaper subscription refund 30.00 5. Cumberland Crossings - refund of patient fund accoun- 64.82 6. caPital Blue Cross - Premium Refund 378.28 TOTAL (Also enter on line 5, Recapitulation) $105,433.38 REV-1511 EX+ (12-99) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF McCoy, Anna R. SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS FILE NUMBER 21-03-00424 ITEM NUMBER 5. 6. 7. Debts of decedent must be reported on Schedule [. DESCRIPTION FUNERAL EXPENSES: Prepaid After Funeral Service Luncheon ADMINISTRATIVE COSTS: PersonaIRepresentative's Commissions M&T Bank, Executor Name of Personal Representative(s) Social Secudty Number(s)/EIN Number of Personal Representative(s) Street Address City State ~ Zip Year(s) Commission Paid: AttorneyFees Edward L. Schorpp, Esq. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation) Claimant Street Address city Relationship of Claimant to Decedent Probate Fees Accountant's Fees Tax Return Preparer's Fees Legal Advertising Cumberland Law Journal The Sentinel Miscellaneous Administrative State ~ Zip and Closing Costs TOTAL (Also enter on line 9, Recapitulation) (If more space s needed1 insert additional sheets of the same size) AMOUNT 100.00 5,202.00 2,601.00 257~'00 75.00 105.53 500.00 $ 8,840.53 SCHEDULE I COMMONWEALTH OF PENNSYLVANIA J DEBTS OF DECEDENT, J RESIDENT DECEDENT ESTATE OF McCoy, A~ ~. FILENUMBER 2[-03-00424 Includ ITEM NUMBER 2. 3. 4. unreimbursed medical expenses. DESCRIPTION DeLene Beauty Shop - professional services Personal Taxes Alert Pharmacy Services, Inc. Cumberland-Goodwill Fire Rescue - Ambulance Service on 4-9-03 Cumberland Crossings - Nursing Home Services rendered Personal Tax AMOUNT 65.00 9.80 39.28 36.69 2,796.00 9.80 TOTAL (Also enter on line 10. Recapitulation) 1 $ 2,956.57 (If more space is needed, insert additional sheets of the same size) COMMONWF. N.TH OF PENNSYLVANIA INHERffANCE TAX RETURN RESIDENT DECEDENT ESTATE OF NUMBER McCoy, Anna R. SCHEDULE J BENEFICIARIES F1LE NUM~ 21-03-1 NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY TAXABLE DISTRIBUTIONS (inctude outright spousal dis~butions) RELATIONSHIP TO DECEDENT Do I~t List 0424 AMOUNT OR SHARE OF ESTATE ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 17, AS APPROPRIATE, ON REV 1500 COVER SHEET NON-TAXABLE DISTRIBUTIONS: A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS Manufacturers & Traders Trust Co. Trustee for Barnitz $62,424.19 Methodist Church - Two-Third (2/3rd) of residue Manufacturers & Traders Trust Co. Trustee for the 31,212.09 Salvation:Army - One-Third (1/3rd) of residue TOTAL OF PART TI'. ENTER TOTAL NON.TAXABLE DiSTRIBUTiONS ON LiNE 13 OF REV 1500 COVER SHEET $93,636.28' (If [~,~m space is needed, insert ~diflona~sneets of the same size) COMMONWEALTH OF PENNSYLVANIA COUNTY OF CUMBERLAND Manufacturers and Traders Tru~ C~nmpan~ beincj duly nwn~n accord;ncj to law, deposes and says that thqf are Executor of the Estate of Anna R. McCoy late of Carlisle Borough ., CumberJand Count, Pa., deceased and that the withJn Js an inventory made by Manufacturers and Traders Trlln~ CO~ the said Executor of the entire estate of said decedent, cons~sflncj of all the personal property and real estate, except real estate outside the Commonwealth of Pennsylvania, and that fha ficjures opposite each item of the Inventory represent it's fair value as of the date of decedenf's death. and subscribed before me, 2603 By: ,Ma/~factur~s, / . , ^and Traders Trust Co. By: .. .____ ~ ~ -: -' · T6mpkins/Trust Offi. One West High Street Coyle. Nora5, u ' ~oro, CumDefland Cornel Address ,ssion Expires July 3, 2006 Date of Death 18th April 2003 Day Month Year INSTRUCTIONS I. An inventory must be filed within three months after appointment of personal representative. 2. A supplement .inventory must be filed w;fhin thirty days of discovery of additional assets. 3. Additional sheets may be attached as fo personalty or realty 4. See Article IV, Fiduci~rles Act of 1949. I cD I ;1 8 = inventory of the real and personal estate of McCOY~ ANNA R. deceased 2. 3. 4. 5. 6. M&T Bank -.Checking Account No. 427314 Scudder Investments - Money Market Acct. #97-133326716-6 Interest to Date of Death on Item 2 The Sentinel - Newspaper subscription Refund Cumberland Crossings - Refund of patient fund account Capital Blue Cross - Premium Refund TOTAL INVENTORY-- 3,045 ~01,879 35 30 64 378 $ 05,433 51 23 54 0O 82 28 38 BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DTVTSTON DEPT. Z80601 HARR/$BURG, PA 171:~8-060! COMMONNEALTH OF PENNSYLVANZA DEPARTMENT OF REVENUE NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLO#ANCE OR DISALLO#ANCE OF DEDUCTIONS AND ASSESSHENT OF TAX HARIA A TOMPKINS M & T TRUST CO I W HIGH ST ~ CARLISLE PA'17015 REV-15¢7 EX AFP (D1-05) DATE 12-01-2005 ESTATE OF MCCOY ANNA R DATE OF DEATH 0q-18-2005 FZLE NUMBER 21 COUNTY CUMBERLAND ACN 101 Amoun~ Rem/tied MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 1701:5 CUT ALONG THZS LINE ~ RETAIN LONER PORTION FOR YOUR RECORDS ~ REV'1547 EX AFP (01-03) NOTICE OF XNHERZTANCE TAX APPRAISEMENT, ALLO#ANCE OR DXSALLONANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF MCCOY ANNA R FILE NO. 21 0:5-0~24 ACN 101 DATE 12-01-200:5 TAX RETURN WAS: (X) ACCEPTED AS FILED ( ) CHANGED RESERVATZON CONCERNING FUTURE INTEREST ' SEE REVERSR APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. Real Estate (Schedule A) (1) 2. Stocks and Bonds (Schedule B) (2) $. Closely Held S*ock/Per~nership In~eros~ (Schedule C) ($) 4. Hot,gages/No,es Receivable (Schedule D) (4) 5. Cash/Bank Doposi~s/Hisc. Personal Propor~y (Schedule E) (5) 6. Jointly Owned Propor~y (Schedule F) (6) 7. Transfers (Schedule G) (7) 8. To,al Asse*s APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expensos/Adm. Cos*s/Hisc. Expenses (Schedule H) (9) 10. Debts/Mortgage LiabiZi~ios/Liens (Schedule Z) (10) 11. To,al Dmduc*ions 12. Net Valuo of Tax Re*urn .00 .00 NOTE: To insure proper .00 credi~ ~o your account, .00 submi~ ~ha upper portion .00 of ~his form with your *ax payment. .O0 (8) 8,840.5:5 15. 14. NOTE: ASSESSMENT OF TAX: 15. Amoun~ of Line 14 at Spouse1 re~a 16. Amoun~ of Line 14 ~exebla a~ Lineal/Class A ra~m 17. Amoun~ of Line 14 a* Sibling ra~m 18. Amoun* of Line 14 ~axmble at Collateral/Class B ra~e 19. Principal Tax Due tAX CREDXTS: PAYHENT RECETpT DTSCOUNT (+J DATE NUHBER INTEREST/PEN PAID 105,433.38 AHOUNT PAID (lS) .00 X O0 = .00 (16) .00 X 0~5 = .00 (17) · .00 X 12 = .00 (18), .00 x 15 : .00 (19)= . O0 ZF PAID AFTER DATE INDICATED, SEE REVERSE FOR CALCULATION OF ADDZTZONAL ZNTEREST. TOTAL TAX CREDIT BALANCE OF TAX DUE INTEREST AND PEN. TOTAL DUE .00 .00 .00 .00 ( ZF TOTAL DUE ZS LESS THAN $1, NO PAYNENT ZS REOUZRED. ZF TOTAL DUE ZS REFLECTED AS A "CREDIT" (CR), YOU HAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTIONS.) Charitable/Governmental Bequests; Non-elec~:md 9115 Trusts (Schedule J) (13) 9:5,656.78 Net VaXuo of Es~a~:m Subjec~ ~:o Tax (14) . O0 ]:f an assessment ~as issued previously, lines 1~, 15 and/or 16, 17, 18 and 19 reflect flgures that lnclude the total of ALL returns assessed to date. 2~956.57 (11) 11.797.10 (12) 93,6:56.28 RESERVATION: Estates of decedents dying on or before December 1Z, 1982 -- if any future interest in the estate is transferred in possession or enjoyment to Ciasa B (collateral) beneficiaries of the decedent after the expiration of any estate for life or for years, the Commonwealth hereby expressly reserves the right to appraise and assess transfer Inheritance Taxes at the lawfu! Class B (collateral) rate on any such future interest. PURPOSE OF NOTICE: PAYNENT: REFUND (CR): OBJECT[OHS: ADMIN- ISTRATIVE CORRECTIONS: DISCOUNT: PENALTY: INTEREST: To fulfill the requirements of Section 2160 of the Inheritance and Estate Tax Act, Act 25 of ZOO0. (72 P.S. Section 91~0). Detach the top portion of this Notice and submit with your payment to the Register of Wills printed on the reverse side. --Hake check or money order payable to: REGISTER OF N/LES, AGENT A refund of a tax credit, which was not requested on the Tax Return, may be requested by completing an "Application for Refund of Pennsylvania Inheritance and Estate Tax" (REV-IS15). Applications ara available at the Office of the Register of #ills, any of the 25 Revenue District Offices, or by calling the special Z~-hour answering service for forms ordering: 1-800-362-2050; services for taxpayers with special hearing and / or speaking needs: 1-800-~7-3020 (TT only). Any party in interest not satisfied with the appraisement, allowance, or disallowance of deductions, ar assessment of tax (including discount or interest) as shown on this Notice must object within sixty (60) days of receipt of this Notice by: --written protest to the PA Department of Revenue, Board of Appeals, Dept. ZBIOZ1, Harrisburg, PA iT1ZB-IOZI, OR --election to have the matter determined at audit of the account of the personal representative, OR --appeal to the Orphans' Court. Factual errors discovered on this assessment should be addressed in writing to: PA Department of Revenue, Bureau of Individual Taxes, ATTN: Post Assessment Review Unit, Dept. 280601, Harrisburg, PA 17128-0601 Phone (717) 787-6505. See page 5 of the boaklet "Instructions for Inheritance Tax Return for a Resident Decedent" (REV-1501) for an explanation of administratively correctable errors. If any tax due is paid within three ($) calendar months after the decedent's death, a five percent (5Z) discount of the tax paid is allowed. The 15Z tax amnesty non-participation penalty is computed on the total of the tax and interest assessed, and not paid before January 18, 1996, the first day after the end of the tax amnesty period. This non-participation penalty is appealable in the sams manner and in the the same time 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, er nine (9) months and Dna (1) day from the date of death, to the date of payment. Taxes which became delinquent before January 1, 1982 bear interest at the rate of six (6Z) percent per annum calculated at a daily rate of .00016~. All taxes which became delinquent on and after January l, 1982 wil! bear interest et a rate which will very fram calendar year to calendar year with that rate announced by the PA Department of Revenue. The applicable interest rates for 1982 through 2003 are: Interest Daily Interest Daily Interest Daily Year Rate Factor Year Rate Factor Year Rate Factor 1982 ZOZ .0005~8 1987 92 .0002~7 1999 72 .000192 1983 162 .000~38 1988-1991 llZ .000301 ZOO0 8Z .000219 198~ llZ .000501 1992 92 .0002~7 ZOO1 92 .0002~7 1985 132 .000556 199~-1996 72 .000192 ZOOZ 62 .00016~ 1986 102 .00027~ 1995-1998 92 .0002~7 Z003 52 .000137 --Interest is calculated as follows: ZNTEREST= BALANCE OF TAX UNPATD X NUHBER OF DAYS DELI~NQUENT X DAZLY /NTEREST FACTOR --Any Notice issued after the tax becomes delinquent will reflect an interest calculation to fifteen (15) days beyond the date of the assessment. If payment is made after the interest computation date shown on the Notice, additional interest must be calculated. F:\FILES\DATAFtLE\ESTATES\ 10872_ i .cyprespet Created: 12/31/03 1:50PM Revised: 3/31/04 10:56AM IN RE: ESTATE OF ANNA R. MCCOY, Deceased · IN THE ORPHANS' COURT OF · CUMBERLAND COUNTY, PENNSYLVANIA · NO. 2003-00424 PETITION FOR OUTRIGHT DISTRIBUTION OF CHARITABLE BEQUESTs UNDER CY PRES DOCTRINE PURSUANT TO PA C.S. § 6110 AND NOW, comes Manufacturers & Traders Trust Company, Executor and Trustee under the Last Will and Testament in the above decedent's estate, by and through its attorneys, Martson DeardorffWilliams & Otto, and requests permission to make outright distribution of charitable trust bequests upon the following: 1. Anna R. McCoy (herein, "Decedent") died on the 18th day of April, 2003. 2. Decedent's Last Will and Testament (herein, "Will") was duly probated by the Register of Wills in and for Cumberland County on May 22, 2003, at Estate No. 2003-00424; a copy is attached hereto and marked Exhibit "A." 3. Paragraph Third of the Will provides as follows: THIRD. In the event my said husband predeceases me, then I give, devise and bequeath all of my property, whatsoever and wherever situate, as follows: 1. Two-third (2/3rd) [sic] thereof to the Farmers Trust Comparr~ of Carlisle, Pennsylvania, in trust, for the Barnitz Methodist Chur~ Barnitz, Pennsylvania, of which I am a member, the income froh-/ ' which shall be used each year for such purposes as the Board ,~ Directors shall think best in their discretion and, if the said Churc~h fails to exist, then the corpus thereof and any accrued interest shall be paid to the Carlisle Hospital, Carlisle, Pennsylvania. .. ;,~ ..... 2. One-third (1/3rd) thereof to the Farmers Trust Company, of Carlisle, Pennsylvania, in trust, for the Salvation Army of Carlisle, Pennsylvania, the income of which to be used for the benefit of the poor people of the Carlisle area. o 5. 6. Company. 7. Decedent's husband predeceased her on October 3, 1999. Under the terms of the Will, Farmers Trust Company was named as Executor. By various mergers, Farmers Trust Company is now Manufacturers & Traders Trust After payment of the Pennsylvania Inheritance Tax liability and administrative expenses, it is anticipated that the residue of decedent's estate will be approximately $92,000.00. 8. Approximately $61,000.00 will be available to fund the Barnitz Methodist Church testamentary trust; approximately $31,000.00 will be available to fund the Salvation Army testamentary trust. 9. Your petitioner believes that the annual income to be derived from each trust will be insufficient to pay its usual and customary trustee fees and other annual expenses of trust administration, thus precluding the effective administration of the trusts and precluding meaningful enjoyment of income or principal by the beneficiaries. 10. Your petitioner believes that it is impracticable to fund the trusts in strict conformity with the testamentary charitable bequests. 11. Your petitioner believes that the cypres doctrine warrants outright distribution of residue in the testamentary share percentages. 12. There is attached hereto and marked Exhibit "B," correspondence from the Office of the Attorney General of the Commonwealth of Pennsylvania communicating its lack of objection to the outright distribution of residue under the conditions therein enumerated. 13. There is attached hereto and marked Exhibit "C," the release of the contingent interest of Carlisle Area Health and Wellness Foundation, successor in interest to Carlisle Hospital for purposes of this petition (see proceedings in the Orphans' Court of Cumberland County, Pennsylvania, at No. 2001- 0518), to allow the outright distribution of the testamentary share to Barnitz Methodist Church upon the payment to the Foundation of the sum of $5,000.00 from the share of Bamitz Methodist Church. 14. There is attached hereto and marked Exhibits "D" & "E," the approvals of Barnitz Methodist Church and the Salvation Army for the outright distribution of the residuary shares of each. WHEREFORE, your Petitioner respectfully requests the entry of a Decree, under the authority of 20 Pa. C.S. § 6110, directing the payment of $5,000.00 to Carlisle Area Health and Wellness Foundation from the share of Barnitz Methodist Church and further directing the outright distribution of the residuary shares of the estate to the respective beneficiaries. Respectfully submitted, MARTSON DEARDORFF WILLIAMS & OTTO Edward L. Schorpp, Esqmre Ten East High Street Carlisle, PA 17013-3093 (717) 243-3341 yERIFICATION I verify that the statements contained herein are true and correct. I understand that false statements herein are made subject to the penalties of 18 Pa.C.S.A. §4904, relating to unsworn falsification to authorities. Manufacturers and Traders Trust Company Mafia A. Tompkins~ ~mst Officer Dated: April ,:;~ , 2004 LAST WILL AND TESTAmeNT "'I, A~[NA R. McCOY, of Pine Road, I.iount I{olly Springs, Cumberland County, Pennsylvania, being of sound mind, memory and understanding, do make, publish and declare this as and for my last will and testament, hereby revoking and making void all former wills by me at any time heretofore made. FIRST. I direct all my just debts including all inheritance taxes be fully paid and satisfied out of my estate by my personal representative hereinafter named as soon as conveniently may be done after my decease. SECOND. I give~ devise and bequeath all my property whatsoever and wherever situate unto my husband, ;$. Grant ~cCoy, to be his absolutely. THIRD. In the event my said husband predeceases me, then I give, devise and bequeath all of my property, whatsoever and wherever situate, as follows: 1. Two-third (2/3rd) thereof to the Farmers Trust Company, of Carlisle, Pennsylvania, in trust, for the Barnitz Methodist Church, Barnitz, Pennsylvania, of which I am a member, the income from which shall be used each year for such purposes as the Board of Directors shall think best in their discretion and, if the said Church fails to exist, then the corpus thereof and any accrued interest shall be paid to the Carlisle Hospital, Carlisle, Pennsylvania. 2. One-third (1/3rd) thereof to the Farmers Trust Company, of Carlisle, Pennsylvania, in trust, for the Salvation Army of Carlisle, Pennsylvania, ~e income of which to be used for the benefit of the poor people of the Carlisle area. LASTLY, I nominate, constitute and appoint my said husband, W. Grant ~icCoy, Executor of this my last will and testament, and in the event he should predecease me or is unable to serve, I nominate, constitute and appoint the Farmers Trust Company, of Carlisle, as successor Executor, and I order and direct that Henry L. Stuart be employed as attorney in the settlement of my estate due to his familiarity and knowledge of ~I· affairs and business. Exhibit "A" ,,I~-{noS [.~THEREOF, I have hereunto set my hand and seal t~ ~ (SEAl,) Signed, sealed, published and declared by the above n.amed Testatrix, Anna R. McCoy, as and for her last will and testament, in the presence of us, who, at her request and in her p~esence and in the presence of each other, have hereunto subscribed our names as witnesses thereto. COMMONWEALTH OF PENNSYLVANIA OFFICE OF ATTORNEY GENERAL Gerald J. Pappert Attorney General Edward L. Schorpp, Esq. MARTSON DEARDORFF WILLIAMS & OTTO Ten East High Street Carlisle, PA 1 7013 February 4, 2004 Public Protection Division Charitable Trusts & Organizations Section 14th Floor, Strawberry Square Harrisburg, PA 17120 Telephone: (71 7) 783-2853 Fax: (717) 787-1190 RE: ESTATE OF ANNA R. MCCOY - YOUR FILE NO. 10872.1 Dear Mr. Schorpp: I have reviewed your letter of January 19, 2004 and the enclosed Petition for Outright Distribution under Cy Pres, the First and Final Accounting of M&T Trust Company and the relevant portions of the decedent's Last Will and Testament. Please be advised that at this time the Attorney General's Office has no objection to the First and Final Accounting of M&T Bank. In addition, we have no objection to relief sought in your Petition for Outright Distribution of Charitable Bequests to Barnitz Methodist Church and the Salvation Army of Carlisle. Our no objection though is predicated on the release of Carlisle Hospital of its contingent interest. This no objection letter is pursuant to the Attorney G ' · eneral s parens patrtae power with respect to charitable interests and relates to no other function of his office. Be further advised that this no objection letter does not constitute an informal or formal opinion of the Attorney General and consequently has no value as precedent. Very truly yours, Thomas M. Devlin Senior Deputy Attorney General Exhibit "B" F:\FILES\DATAFILE\ESTATES\ 10872_ i cahw fi'elease Created: ¼/04 7:16AM Revised: 3/31/04 I 1:04AM ESTATE OF ANNA R. MCCOY, Deceased · IN THE ORPHANS' COURT OF · CUMBERLAND COUNTY, PENNSYLVANIA · NO. 2003-00424 RELEASE OF CONTINGENT REMAINDER INTEREST IN TESTAMENTARY RESIDUARY BE UEST KNOW ALL MEN BY THESE PRESENTS that Carlisle Area Health and Wellness Foundation, successor in interest to Carlisle Hospital, a legatee of a contingent remainder interest in a share of residue under the Last Will and Testament of Anna R. McCoy, late of the Borough of Carlisle, Cumberland County, Pennsylvania, intending to be legally bound hereby, in exchange for payment of the sum of Five Thousand Dollars ($5,000.00) from the testamentary share of Barnitz United Methodist Church, does by these presents remise, release, quit-claim, and forever discharge Manufacturers and Traders Trust Company, Executor, its successors and assigns, of and from the aforesaid legacy, and of and from all actions, suits, payments, accounts, reckonings, claims and demands whatever relating solely to the above estate, from the beginning of the world to the day of the date of these presents· /~ IN WITNESS WHEREOF, it has caused this Release to be executed this 2~'t> day of P~lc. ,2004· -- -- ATTEST: CARLISLE AREA HEALTH AND WELLNESS FOUNDATION Exhibit "C" ESTATE OF ANNA R. MCCOY, Deceased · IN THE ORPHANS' COURT OF · CUMBERLAND COUNTY, PENNSYLVANIA 'NO. 2003-00424 _.CONSENT Bamitz United Methodist Church ("Bamitz Methodist Church") hereby consents to the payment to Carlisle Area Health and Wellness Foundation of the sum of $5,000.00 from its share of the residue of the within estate and further consents to the outright distribution of its share as stated in the within Petition. BARNITZ UNITED METHODIST CHURCH Dated: Exhibit "D" ESTATE OF ANNA R. MCCOY, Deceased · IN THE ORPHANS' COURT OF · CUMBERLAND COUNTY, PENNSYLVANIA · NO. 2003-00424 _CONSENT The Salvation Army hereby consents to the outright distribution of its share as stated in the within Petition. Dated: THE SA~ Exhibit "E" STATUS REPORT UNDER RULE 6.12 Name of Decedent: Date of Death: 0~-/~- Pursuant to Rule 6.12 of the Supreme Court Orphans, -- Court Rules, I report the following with respect to completion of the administration of the above-captioned estate: 1. State whether administration of the estate is complete: Yes_ No_ 2. If the answer is No, state when the personal representative reasonably believes that the administration will be 3. If the answer to No. 1 is Yes, state the following: a. Did the personal representative file a final account with the Court? Yes No b. The separate Orphans' Court No. (if any) for the personal representative,s account is: c. Did the personal representative state an account informally to the parties in interest? Yes No d. Copies of receipts, releases, joinders and approvals of formal or informal accounts ma Cerk of the Orphans, . y be filed wit Court a~d.may be attached to tu:- h the nas report. Tel. No. (MAH:rmf/AM3) Personal Representative _Counsel for personal representative IN RE: : IN THE ORPHANS' COURT OF ESTATE OF ANNA R. MCCOY, : CUMBERLAND COUNTY, PENNSYLVANIA Deceased : NO. 2003-00424 AND NOW, this day of ~~, ,2004, upon consideration of the within Petition and Exhibits, it appearing that thee adm~ration of the testamentary trusts is impracticable, Manufacturers & Traders Trust Company, Executor, is hereby directed to make outright distribution of the residuary shares to Bamitz Methodist Church, after deduction of the sum of $5,000.00 from its share for payment to Carlisle Area Health and Wellness Foundation, and to the Salvation Army in the respective percentages set forth in Paragraph Third of decedent's Last Will and Testament. IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA ORPHANS' COURT DIVISION No. 21-03-00424 ESTATE OF ANNA R. MCCOY, DECEASED LATE OF SOUTH MIDDLETON TOWNSHIP, CUMBERLAND COUNTY, PENNSYLVANIA FIRST AND FINAL ACCOUNT OF MANUFACTURERS AND TRADERS TRUST COMPANY SUCCESSORININTEREST TO FARMERS TRUST COMPANY, CARLISLE EXECUTOR Date of Death: Date Letters Testamentary Issued: Date of First Complete Advertisement of Grant of Letters: Account Stated to: April18,2003 May 22, 2003 June 5,2003 April21,2004 PRINCIPAL Receipts Net Gains or (Losses) on Conversions Less Disbursements Principal Balance Remaining INCOME Receipts Less Disbursements Income Balance Remaining COMBINED BALANCE REMAINING SUMMARY & INDEX Pages 2 2 $ $ 105,438.38 105,438.38 14,349.10 636.68 30.61 $ 91,089.28 606.07 $ 91,695.35 PRINCIPAL RECEIPTS Inventory Filed Per Copy of Inventory filed Subsequent Receipts/Adjustments: Refund on Filing Fee for PA InheritanceTax Return Total Principal Receipts PRINCIPAL DISBURSEMENTS 05/29/03 05/30/03 06/11/03 07/01/03 07/10/03 07/15/03 07/29/03 10/09/03 03/04/04 04/21/04 Beauty Shop Personal Taxes Cumberland Law Journal - Legal Advertising Law Firm of Martson Deardorff Williams Otto-Reimburse for payment of probate fee Mrs. Kathryn Smith - Reimburse for Luncheon held after funeral service Alert Pharmacy Services - prescription expense The Sentinel - Legal Advertising Cumberland-Goodwill Fire Rescue-Ambulance service less medicare adjustments Cumberland Crossing - final bill for services rendered Personal Taxes Register of Wills-File Inventory and PA Inheritance Tax Return Register of Wills - One (1) Short Certificate Martson Deardorff Williams & Otto - Reimburse for filing fee for petition for outright distribution of Charitable Bequests under CY Pres Doctrine Reserved: M&T Bank - Executor's commission Edward L. Schorpp, Esq. - Attorney Fees Miscellaneous Closing and Filing Costs Total Principal Disbursements INCOME RECEIPTS 6/03-4/04 06/27/03 Interest on MTB Prime Money Market Fund Scudder Investments - Interest from date of death on Acct. #97-133326716-6 T~tal Income Receipts INCOME DISBURSEMENTS 6/03-4/04 Monthly Fee Total Income Disbursements $ 105,433.38 5.00 $ 105,438.38 $ 65.00 9.80 75.00 257.00 100.00 39.28 105.53 36.69 2,796.00 9.80 25.00 3.00 24.00 5,202.00 2,601.00 3,000.00 $ 14,349.10 $ 510.29 126.39 $ 636.68 $ 30.61 $ 30.61 MANUF A C TU RF_.~AN E~TRAD E R S Ua'~/~. A. Tompkins Tr~t offi~.er TRUST COMPANY -2- COMMONWEALTH OF PENNSYLVANIA · COUNTY OF CUMBERLAND Maria A. Tompkins, Trust Officer, Manufacturers and Traders Trust Company, being duly sworn, depose and says that the foregoing Account, both as to the items of charge and discharge, are just and true to the best of her knowledge and belief. M AI~ACTURERS~ T(R~ADERS Ma~ompkins, Trust ~jl~l;ice'r TRUST COMPANY Sworn to and Subscribed before me this~,~,, day of .~ 0,. 3 , 20 (3~. -3- F:~FILES~DATAFILE~ESTATES~10872-1 .spd.1 IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA ORPHANS' COURT DIVISION NO. 21-03-00424 ESTATE OF ANNA R. McCOY, DECEASED LATE OF SOUTH MIDDLETON TOWNSHIP, CUMBERLAND COUNTY, PENNSYLVANIA SCHEDULE OF PROPOSED DISTRIBUTION MANUFACTURERS AND TRADERS TRUST COMPANY, Successor in interest to Farmers Trust Company, Carlisle, Executor of the Last Will and Testament of Anna R. McCoy, deceased, proposes to distribute the balance in its hands, to wit: $91,695.35, in accordance with the said Last Will and Testament as heretofore filed in the Office of the Register of Wills of Cumberland County, Pennsylvania, and in accordance with the Petition for Outright Distribution of Charitable Bequests under Cy Pres Doctrine Pursuant to Pa C.S. §6110, granted by Decree of the Honorable George E. Hoffer dated May 3, 2004, as follows: TO: TO: Carlisle Area Health and Wellness Foundation Principal, Cash Barnitz United Methodist Church, Barnitz, Pennsylvania Principal, Cash Income, Cash TOTAL (2/3 estate residue) $ 5,000.00 $55,726.19 404.04 56,130.23 $61,130.23 TO: The Salvation Army of Carlisle, Pennsylvania Principal, Cash Income, Cash TOTAL (1/3 estate residue) 30,363.09 202.03 30,565.12 TOTAL BALANCE FOR DISTRIBUTION $91,695.35 STATEMENT OF THE REASONS FOR THE PROPOSED DISTRIBUTION The above distribution is proposed in accordance with the Last Will and Testament of Anna R. McCoy and as agreed between the parties and ordered by the Decree of the Orphans' Court. MANUFACTURERS AND TRADERS TRUST CO M P//~Y, Execut~o~r/~ ' ~.~.. o p ins, Trust (D.,~cer COMMONWEALTH OF PENNSYLVANIA ) :SS. COUNTY OF CUMBERLAND ) Maria A. Tompkins, being duly sworn according to law, deposes and says that she is a Trust Officer of Manufacturers and Traders Trust Company, the Accountant in the Estate above named and that the facts set forth in the Statement of Reasons for the Proposed Distri~ti~n are tru~ ~rect. Ma~i~ Tompkins Sworn to. and subscribed before me this J ~day of May, 2004. Nota~ Public ~ Notarial Seal Gwendoiyn E. Killian, Nota~ Public ] Carlisle Boro, Cumberland County ~ My Commission Expires Nov. 22, Mernbeh Pennr~ylvar~a Association ~nventory of the real and personal estate of McCOY, ANNA R. deceased 2. 3. 4. 5. 6. M&T Bank -.Checking Account No. 427314 Scudder Investments - Money Market Acct. #97-133326716-6 Interest to Date of Death on Item 2 The Sentinel - Newspaper subscription Refund Cumberland .Crossings - Refund of patient fund account Capital ~iue Cross - Premium Refund 3,045 01,879 35 30 64 378 51 54 00 82 28 TOTAL INVENTORY-- $ 05,433 38 LAST WILL AND TESTAmeNT /~i, ANNA R. McCOY, of Pine Road, Mount Holly Springs, Cumberland County, Pennsylvania, being of sound mind, memory and understanding, do make, publish and declare this as and for my last will and testament, hereby revoking and making void all former wills by me at any time heretofore made. FIRST. I direct all my just debts including all inheritance taxes be fully paid and satisfied out of my estate by my personal representative hereinafter named as soon as conveniently may be done after my decease. SECOND. I give~ devise and bequeath all my property whatsoever ~ ~ to be his and wherever situate unto my husband, ~. Grant ~4cCo¥, absolutely. THIRD. In the event my said husband ~redeceases me, then I give, devise and bequeath all of my property, whatsoever and wherever situate, as follows: 1. Two-third (2/3rd) thereof to the Farmers Trust Company, of Carlisle, Pennsylvania, in trust, for the Barnitz ~thodist Church, Barnitz, Pennsylvania, of which Ii am a member, the income from which shall be used each year for such purposes as the Board of Directors shall think best in their discretion and, if the said Church fails to exist, then the corpus thereof and any accrued interest shall be ~aid to the Carlisle Hospital, Carlisle, Pennsylvania.. 2. One-third (1/3rd) thereof to the Farmers Trust Company, of Carlisle, Pennsylvania, in trust, for the Salvation Army of Carlisle, Pennsylvania, ~e income of which to be used for the benefit of the poor people of the Carlisle area. LASTLY, I nominate, constitute and appoint my said husband, W. Grant ~4cCoy, Executor of this m~~ last will and testament, and in the event he should predecease me or is unable to serve, I nominate, constitute and appoint the Farmers Trust Company, of Carlisle, as successor Executor, and I order and direct that }tenry L. Stuart be employed as attorney in the settlement of my estate due to his familiarity and knowledge of my affairs and business. IN ~f~ITNESS [,'~{E~OF, I have hereunto set my hand and seal · day of ~~ Signed, sealed~ published and declared by the above named Testatrix, Anna R. McCoy, as and for her last will and testament, in the presence of us, who, at her request and in her presence and in the presence of each other, have hereunto subscribed our names as witnesses thereto. CUMBERLAND COUNTY, PENNSYLVANIA ORPHANS" COURT DIVISION NO. Pl-03-0n~P4 IN RE: ESTATE OF ANNA R. MCCOY, Deceased FIRST AND FINAL ACCOUNT OF MANUFACTURERS AND TRADERS TRUST COMPANY, EXECUTOR, AND SCHEDULE OF PROPOSED DISTRIBUTION ~D~~R F~OTTO ATTORNEYS ~ COUNSEt. LORS AT LAW TEN EAST HIGH STREET CARLISLE, PENNSYLVANIA 1701.3 TELEPHONE (717) 243-3341 '04 ?i/i¥' 21 STATUS REPORT UNDER RULE 6.12 Name of Decedent: Date of Death: o~- /o° - ,7oo ~ Will No. ~oo $ - ooqxy Admin. No. Pursuant to Rule 6.12 of the Supreme Court Orphans' Court Rules, I report the following with respect to completion of the administration of the above-captioned estate: State.whether administration of the estate is complete- Yes ~ No ' 2. If the answer is No, state when the personal representative reasonably believes that the administration will be complete: 3. If the answer to No. 1 is Yes, state the following: a. Did the personal representative file a final account with the Court? Yes No b. The separate Orphans' Court No. (if any) for the personal representative's account is: c. Did the personal representative state an account informally to the parties in interest? Yes No d. Copies of receipts, releases, joinders and approvals of formal or informal accounts may be filed with the Cerk of the Orphans' Court and may be attached to this report. ~ate: ?-/-o~' /Name '(Please ty~ or print (MAH:rmf/AM3) Address Tel. No Capacity: X Personal Representative __Counsel for personal representative