Loading...
The URL can be used to link to this page
Your browser does not support the video tag.
Home
My WebLink
About
04-0120
PETITION FOR PROBATE and GRANT OF LETTERS Estate of also known as ~cia ecunty o. Marjorie M. Kipps No. 21-04- /c~d '1'0: The petition of the undersigned respectfully represents that: Register of Wills for the County of Cumberland in the Commonwealth of Pennsylvania Your petitioner(s), who is/are 18 years of age or older and the executors named in the last will of the above decedent, dated January 13, 1998 and codicil(s) dated N/A (state relevenat circumstances, e.g. renunciation, death of executor, etc:) Decedent was domiciled at death in Cumberland County, Pennsylvania, with the Decedent's last family or principal residence at 106 June Drive (Camp Hill Borough) Camp Hill, Penns lvania (hst street, number and municipality) ' Decedent, then years of age, died _ Januar 19, 2004 at Except as follows, decedent did not marry, was not divorced and did not have a child born or adopted after execution of the will offered for probate; was not the victim of a killing and was never adjudicated incompetent: No Exceptions. Renunciation of Robert M. Fre filed contemporaneously herewith. Decedent at death owned property with estimated values as follows: ~ 3 ~'o opp, (If domiciled in Pa.) All personal property $ ~ p (If not domiciled in Pa.) Personal property in Pennsylvania $ ' (If not domiciled in Pa.) Personal property in County $ Value of real estate in Pennsylvania $ ~ p ~ a o ~ situated as follows: 106 June Drive, Camp Hill Borough, Cumberland Count ,Penns lvania WHEREFORE, petitioner(s) respectfully request(s) the probate of the last will and codicil(s) presented herewith and the grant of letters Testamentary (testamentary; administration c.t.a.; administration d.b.n.c.t.a.) thereon. ~. ..k~ Ro ert G. Fre 5 South Hanover Street Carlisle, Pennsylvania 17013 OATH OF PERSONAL REPRSENTATIVE COMMONWEATLH OF PENNSYLVANIA COUNTY OF CUMBERLAND The petitioner(s) above-named swear(s) or affirm(s) that the statement in the foregoing peition are true and correct to the rest of the knowledge and belief of petitioner(s) and that as personal represen- tative(s) of the above decedent petitioner(s) will well and truly administer the estate according to law. Sworn to or affirmed and su~b~s~~d. ~ , ,,,,,~ before me this<fT'4'day o~-y, 2004. Robert .Frey No. 02/ D~ ~~ Estate of Marjorie M. Kipps Deceased DECREE OF PROBATE AND GRANT OF LETTERS AND NOW ~~,~c~tze~ ~ , 2004 in consideration of the petition on the reverse side here- of a sfactory proof having been presented before me, IT IS DECREED that the instrument(s) dated January 13, 1998 described therein be admitted to probate and filed of record as the last will of Marjorie M. Kinns are hereby granted to FEES ~ Register of Wi ~'~ Probate, Letters, Etc. $ ~3.~Cj,~~~ Robert G. Frey, 46397 Sh}~~~ificates( ) $ ~,~(, ATTORNEY (Sup. Ct. LD. No`) .)`-' is ion $ ~~. ~~ 5 South Hanover Street $ ,„ ~ ~° Carlisle, Pennsylvania 17013 Total $ ADDRESS .1~~ ~ ~~~ Filed~.~.~Ur.~e~f..E~,...Q.~ ........ ~ (717) 243-5838 PHONE ~~~ ~'~,~ `~-9 ~~` RENUNCIATION In Re Estate of Marjorie M. Kipps, deceased. To the Register of Wills of Cumberland County, Pennsylvania. The undersigned Robert M. Frey, nominated to serve as Executor by paragraph 4 of the Last Will and Testament of the above decedent, hereby renounce(s) the right to administer the estate and respectfully ask(s) that Letters Testamentary be issued to Robert G. Frey. WITNESS my hand this 4th day of February, 2004. ~~~~~ Robert M. Frey ' 5 South Hanover Street Carlisle, Pennsylvania .17013 (717) 243-5838 - REGISTER OF WILLS OF CUMBERLAND COUNTY OATH OF SUBSCRIBING WITNESS Robert M. Frey, a subscribing witness to the will presented herewith, being duly qualified according to law, deposes and says that he was present and saw Marjorie M. Kipps, the testatrix, sign the same and that he signed as a witness at the request of the testatrix in her presence and in the presence of the other subscribing witness. ` Sworn to or affirmed and ;;ubscribed before J C~~~ ~' ~~ me this ~ ~'`~ ^_ day of Robert M. Frey February, 2004 5 South Hanover Street ~ ~ Carlisle, PA 17013 ~~~~~~~~,~,~~ Register ; REGISTER OF WILLS OF CUMBERLAND COUNTY OATH OF NONSUBSCRIBING WITNESS Stephen D. Tiley a subscriber hereto, being duly qualified according to law, depose(s) and say(s) that he is familiar with the signature of Marjorie M. Kipps, the testatrix of the will presented herewith and that he believes the signature on the will is in the handwriting of Marjorie M. Kipps to the best of his knowledge and belief. Sworn to or affirmed and subscribed before me this day of February, 2004 Stephen D. Tiley 5 South Hanover Street Carlisle, PA 17013 Register ~i-a y ~~ REGISTER OF WILLS OF CUMBERLAND COUNTY OATH OF NONSUBSCRIBING WITNESS Stephen D. Tiley a subscriber hereto, being duly qualified according to law, depose(s) and say(s) that he is familiar with the signature of Marjorie M. Kipps, the testatrix of the will presented herewith and that he believes the signature on the will is in the handwriting of Marjorie M. Kipps to the best of his knowledge and belief. Sworn to or affirmed and. subscribed before me this ~ T"` day of February, 2004 ,~ ~ i~~~~, ~~`~~ ~ J -eJ~,~'j '~,t,~~~~~gister _.- ` .. , ~~~ L St phen D. Tiley 5 South Hanover Street Carlisle, PA 17013 -['his is to certify that the information here given is correctly copied from an original certificate of death duly filed with me as Local Registrar. The original certificate will be forwarded to the State Vital Records Office for permanent ~iling. WARNING: It is illegal to duplicate this copy by photostat or photograph. Fee for this certificate, $2.00 P 9825648 No. H706.143 Rev. 2/87 TYPEIPRINT IN PERMANENT BLACK INK n Local R gistrar ~~~~~~ ~r~,~f Date COMMONWEALTH OF PENNSYLVANIA • DEPARTMENT OF HEALTH • VITAL RECORDS CERTIFICATE OF DEATH 6TATE FILE NUM6ER NAME OF DECEDENT (Firs4 Middb. Laat) SEX SOCIAL SECURITY NUMBER DATE OF DEATH (Month, Day, Year) Q Qp~p~ AGE (Last Bkmtlay) 1 AY ~ BIRTH BIRTHPLACE (City and T M ei g n C ou ntry) Manma Deys Hour Mhules (Monm, Day, Yaar) State a For IIOfiPITAt: pTNER: ` / ~ " i 8 I Yrs. W 1 ~ ~ ~ ~~~ '"P•uora ^ ERrovlp.u.M ^ DDA ^ Nurwq I~-y ^ olrer ^ R g VG(. 6. , 7. I O 8. a• !a. any er,ca (6paaN1 lal ' COUNTY OF DEATH CITY, BOR DEATH FACILIN NAME (If not institution, give sheet end nurtlber) WAS DECEDENT OF HISPANIC ORIGIN7 RACE - Amedcan Indian, Bbck, Whib, ~-L'1J ` ' ( No~ Yes I, It yes, speciy Cuban, (SPBCdY1 ' `~ M n P ` T 'Rl f ~ • ~ i p . ue r o can. e c. t0. u1./ t i eb. t e r r .a. -~.~ C td. f ~.~ r ~/ ~ \Q. ~/ DECEDENTS AL OCCUPATION KIND OF BUSINESS /INDUSTRY AS DECEDE VER IN D CEDENTS EDUCATION MARITAL STATUS - Monied, SURVIVING SPOUSE IGiva wn4 m wow eau aurirp mo.t U.S. ARMED FORCE57 (6F•all' ory eN sor!aNr•dl Never Manbd, Widowed, la wn•. qne m•asn ~•mel 1 1.vp iiis,mna uu rwr,W1 ~'.p A ^ ~ ElemeNary/Secon4ary CdMge 9 1 `Drvarced (BpeClly) Yes No (alx) U~ati.l i L ~ ' OL~ Q o ~OW\` ~ 17. , . a 1 ~ 11>. N L T1b. 12. Q(J.~ 76. 14.W\ DECEDENT?S MAILING ADDRESS (Stroet CiryRown, Sbl i, Zp Code) ~ ' " " DECEDENTS 17a State ~7 I~ f _ v `\\ ~ ~ 1Ta 1p Yes, decedent Gvetl n JCS.. `0., d ~ ~I.cl2 Rc , I 3 ~ R 2i s ecedent ES DENCE `' { ~ ~ S ' (See Irawctions j~ Wa M a No, decedem Yved ^ r ~ ~'''^~P7 17d i 16. ~ - 1~ U \~ ~ f ~7~ . on other a de) 17b. Count l ,,,(gtb awl units of cny/Wxo. FATHER'S NAME (Firal, MitlGe, Lest) MOTHER'S NAME (F' L MidAe, Maben Surname) ~ ,6. ~ ,g. ~~ .~ o..w\2 INFORMANTS E (TypelPdnt \ INFORMANTS LING ADDRESS (Street, City?own, State, z'D Code) ~ P 2Da. 3ev a.-bet- 2hb. \v\ ~r tces CB ~~D3 ou METHOD OF DISPOSITION F7--~~ ^ Burial ~ Cremalbn LJtemeval horn Stale ^ e D i DATE OF DISPOSITION (~^~• ^•r. vwl PLACE OF DISPOSITION- Name of Cemetery, Crematory a Omer Pl xe LOCATION - CNylTown, State, Code ` onat on ~'w I6 eGh ^ Z Z 1 /~ 1 C A /~ 11 /~ P ) e 11a. 21b. .. ~ 21c. t-\\ Q r\l d\^ 21d. SIGNATU OF FUNERAL SERVI LI ENSE OR P RS CTING AS SUCH LICENSE NUMBER ` N AND ADDRESS OF FACIL f'1_ ~ l ~ - . 22a. 22b. Z. ~ - {~ , (~ `TQ'I O ( ~t r~ 22c. / N ~ JL Compl I s 23ac only when certifyirtg o e t of my knowletlge, Oeam ocarnad et the time, tlate and pbce stated. LICENSE NUMBER DATE SIGNED physirlan is not avaibbb al tlme of tleam to ' cenity ro se of deem ( ^ ore @n/d Tge) \ /~9 1 ' (MOnm, Day, Year) u . _ G 23a. /Y~~ L -C~ ~~ 23b. 'Z 23c. .i ,~. Items 2426 must De oompleled by TIME OF D As?P `AJ~ DATE PRONOUNCED DEAD (Month, Day, Year) WAS CASE REFERRED TO A MEDICAL EXAMINER ICORONER7 person who Dronounces death. 24. ~ M. 25. \~1 Z-.CX~>L 28. Yes ^ No 27. PART 1: Enu. me meueu, kyurl.e or eempueeaeru when rw..d IM earn. Do rwt enw me moo el4Ylna, aueh u eeNlee or reePlntory ennL enoak or MM IYwe. APproxlmab PART S: Omer signifrsnt eandNians eonlddrtap to death, Dut ual omy ene uuee an eecn Ikre. : Mtervd between not resuhirq n me uMedying reuse given N PART I. IMMEDIATE CAUSE (Final : onael and deem disease or cwMdion ~ ~. i ~L - r a. t resulting in death)-~ ~ , Z ` '( DUE TO (O AS A CON6E NCE OFJ: • /{~ ~ ~ 1 SequenoaYY ast caMigana b. .1 (' ~ l , ~ L' t ~ ,'~ , ~ / / ! ( 1 r-<. if any, leading le kMladlate E W TO IOR AB A CON6 ENCE OFI: t- cause. nter UNDERLYING CAUSE (Disaase or hju c 5! e-L. (.l ._ /~C ! (G ~. :-c. ry ' Thal initialed events WET IoR A6 A CON6EOUENCE I: exulting on death) LAST d. WAS AN AUTOPSY WERE AUTOPSY FINDINGS MANNER OF DEATH DATE OF INJURY TIME OF INJURY INJURY AT WORK? DESCRIBE HOW INJURY OCCURRED. PERFORMED? AVAILABLE PRIOR TO COMPLETION OF CAUSE Natural Q/ Homicide ^ IMOnw, Day, veerl OF TM ^ Accident ^ Pending Investigation Ves ^ No ^ >OC Yes ^ No Yas ^ No Suicide ^ GOUW not be determined ^ PLACE OF INJURY - At home, hrm, street, laclory, office LOCATION (street GryRown, Slate) 28a. 23b. 2S. ealtinp, eta lswaM) 30e. ]Df. CERTIFIER (Check Dory one) SIGNATU A I OF CER IER 'CERTIFYING PHYSICIAN (Physician cerarying cause of death when another physician has ronounce0 tleath and rompleted item 23) To the bast of my knowledge, daaN occumd dw to tlla cwoa(s) and manner as ata~a ............................................................... ^ ~ 'r'~ 31 b. i ---~"`~ ' 'PRONOUNCING AND CERTIFYING PHYSICUIN (Physician both pronouncing deem antl cerutying to cause ul death) ' LI ~J/UMBE !~ LJJ`~~(i'y > S L DATE SIGNE (Hoorn, Day, Vear) , ~ To the beat of my knowledpa, death occumd at the time, data, and plan, and due to the cauaea(s) and manner as elated ...................... 31c. c / `l Std. 'MEDICAL E%AMINER/GORONER NAME AND ADDRESS OF PERSON WHO COMPLETED CAUSE OF DEAT_M Item 27 T Pdnty~ C~. ~! i !c~ ~ ] r~' ( 1 Y~ « 2 ' On the bests of uaminMion andlor Inveatlpatlon, In mY oplnlon, loam oceurrod et me Ilme, date, and lace, and dw tome cauwels d ~ r E C~ ~L ~ ~ Crr~r / > ' manner ae abtad ............................................................................................................................................................ _ , .- r ~ 31a. i / / i . 32. f _ ~' REGIST R'S SIGNATURE AND NUMBER / 1 (MOnm, Day, Year) DAT LE D E`FI 37. ' ( p _ • / 34.Vr/N UI~Q ~C-rrJ~ c~/-~~i~-~ao LAST WILL AND TESTAMENT OF MARJORIE M. KIPPS I, MARJORIE M. KIPPS, widow, of 106 June Drive in the Borough of Camp Hill, Cumberland County, Pennsylvania, being of sound and disposing mind, memory and understanding, do hereby make, publish and declare this as and for my Last Will and Testament hereby revoking and making void any and all Wills and Codicils by me at any time heretofore made. 1. I direct my hereinafter named Executor to pay all of my just debts and funeral expenses as soon after my death as may be found convenient to do so. I direct that my services be conducted by a funeral home selected by my Executor located in the Camp Hill area or Mechanicsburg area or Carlisle area and that my services be conducted in that funeral home and that my body be interred in Arlington National Cemetery at Arlington, Virginia, beside that of my husband, Harold R. Kipps. In making the funeral arrangements I request that a casket made of stainless steel or copper or bronze be selected and a vault to contain the casket shall be'of stainless steel or copper or bronze or such other material as is acceptable and approved by the authorities at Arlington National Cemetery. 2. I direct my hereinafter named Executor to divide all of my household goods and furnishings equally among my son, Ronald W. Kipps, my daughter, Beverly Raber, and my grandson, Howard Raymond Veigle Raber, in such manner and by such procedure as my Executor shall deem fair and reasonable. Should any of said three persons predecease me, then the share such deceased person would have received shall lapse and the division shall be made only among such of the three persons as shall survive me. 3. All of the rest, residue and remainder of my estate, real, personal and mixed, and wheresoever the same may be situate, I give, devise and bequeath to Financial Trust Services Company and its successors, One West High Street, Carlisle, Pennsylvania, in trust, to be added to the Trust maintained by it pursuant to Indenture of Trust into which I entered with it dated January /~,~ 1998, and the same shall be invested and distributed as set forth in said Indenture of Trust. 4. I hereby nominate, constitute and appoint my attorney, Robert M. Frey, 5 South Hanover Street, Carlisle, Pennsylvania, as Executor of this my Last Will and Testament, but should he predecease me or fail to qualify or cease serving as such, Cher. in such event I nominate, constitute and appoint his son, Robert G. Frey, Esquire, as alternate or successor Executor, but should both of them fail to qualify or cease serving as such, then in such event I nominate, constitute and appoint Farmers Trust Company and its successors, One West High Street, Carlisle, Pennsylvania, as alternate or successor Executor. I further direct that none of them shall be required to post any bond to secure the faithful performance of his or its duties in the Commonwealth of Pennsylvania or in any other jurisdiction. 5. In addition to the powers conferred by law, my hereinbefore named Trustee and my Executors and their respective successors are empowered: a. To invest any part of the trust corpus in such securities, investments, or other property as may be deemed advisable and proper, irrespective of whether the same are authorized for the investment of trust funds under the laws of any governing jurisdiction. b. With respect to any corporation, the stocks, bonds, or other securities of which may be held, to vote in person or by proxy on any shares of stock; to consent to the merger, consolidation or reorganization of such corporations; to consent to the leasing, mortgaging or sale of the property of any such corporations; to make any surrender, exchange or substitution of such stocks, bonds or other securities as an incident to the merger, consolidation or reorganization of such corporations; to pay all assessments, subscriptions and other sums of money which may be deemed wise and expedient for the protection and maintenance of the proportionate interest of the investment in such cornorations: to exercise anv ontion or privilege which may he conferred upon d. To sell at public or private sale for cash or upon credit, or partly for cash and partly on credit, and upon such terms and conditions as shall be deemed proper, any part or parts of the trust estate, and no purchaser at any such sale shall be bound to inquire into the expediency or propriety of any such sale or to see to the application of the purchase moneys arising therefrom. e. To keep on hand and uninvested such money as may be deemed proper and for such period as may be found expedient. f. To compromise, settle or arbitrate any claim or demand in favor of or against the trust estate. g. And authorized in the discharge of fiduciary duties, to employ counsel and to determine and to pay such counsel reasonable compensation which shall be charged against the principal or income of the trust fund, and shall further be entitled to charge against the principal or income such other reasonable expenses and charges as may be necessary and proper to incur for the proper discharge of fiduciary duties and for the proper management and administration of the trust estate. h. In making any division of property into shares for the purpose of any distribution thereof directed by the provisions of the trust, to make such division or distribution, either in cash or in kind, or partly in cash and partly in kind, as shall be deemed most expedient, and in making any division or distribution in kind may allot any specific security or property or any undivided interest therein to any one or more of such shares, and to that end may appraise any or all of the property so to be allotted and the judgment as to the propriety of such allotment and as to the relative value for purposes of distribution of the securities or property so allotted shall be final and conclusive upon all persons interested in the trust or in the division or distribution thereof. i. And authorized to register any shares of stock or other assets of any trust in their own names or in the name of a nominee. j . To retain any investments including mutual funds which I may own at the time of my death and in addition to invest any part of the Trust corpus in such mutual fund or mutual funds as may be deemed advisable or proper, irrespective of whether the same are authorized for the investment of trust funds under the laws of any governing jurisdiction. IN WITNESS HEREOF, I have hereunto set my hand and seal to this my Last Will and Testament written on two (2) pages, this C.~~~-- day of January, 1998. 4~.t,~~c. r'~1 /~a,~~-ft,/L~ (SEAL) Marjo ' M. Kipps Signed, sealed, published and declared by MARJORIE M. KIPPS, the Testatrix above named, 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 hereunto subscribed our names as attesting witnesses. ~~~ ~. ~~ r ~ '"3 N ~ O m ~ c D ~ '~ ~ Q t'' t" _ ~ i ~ ~tt~ ~_ ~ m ~ m i ~ O Z ~ v D o ~ "'~ [rJ w ° ~ ~ ~ b H ago m m ~ ~ Crop z a COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG, PA 17128-0601 RECEIVED FROM: FREY ROBERT G 5 S HANOVER STREET CARLISLE, PA 17013 REV-1162 EX111-96) PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT N0. CD 003845 ACN ASSESSMENT AMOUNT CONTROL NUMBER fold ESTATE INFORMATION: ssN: 234-2s-sass FILE NUMBER: 2104-0120 DECEDENT NAME: KIPPS MARJORIE M DATE OF PAYMENT: 04/19/2004 POSTMARK DATE: 00/00/0000 COUNTY: CUMBERLAND DATE OF DEATH: 01 / 1 9/2004 REMARKS: ROBERT G FREY, ESQ CHECK# 5062 SEAL 101 ~ $23,500.00 TOTAL AMOUNT PAID: INITIALS: AC RECEIVED BY: REGISTER OF WILLS 523,500.00 GLENDA EARNER STRASBAUGH REGISTER OF WILLS CERTIFICATION OF NOTICE UNDER RULE 5.6 (al Name of Decedent: Date of Death: Will No. To the Register: Marjorie M. Kipps January 19, 2004 21-04-0120 Admin. No. I Certify that notice of beneficial interest required by Rule 5.6 (a) of the Orphans' Court Rules was served on or mailed to the following beneficiaries of the above-captioned estate on February 24, 2004 Name Address Beverly Raber 231 Reisinger Rd, Isckesburg, PA 17207 Richard Gan, attorney for Ronald Kipps 50 East High Street, Carlisle, PA 17013 une Ronald Kipps R.R. 1, Box 80-K, Uniondale, PA 18470 M & T Investment Group 55 S. Main St., Chambersburg, PA 17201, attn.: John Schall J Notice has now been give~_to all persons entitled thereto under Rule 5.6 (a) except ~~ No Exceptions. C~.J ~ n Date: ~ May; 19, 2004 ~r o = ,.. ~-' ~ ti ~- :; };; Name Robert G. Frey Address out anover treet Carlisle, Pennsylvania 17013 e ep one Capacity: _ Personal Representative X Counsel for personal representative GAN LAW OFFICES 17 VJFST SOUTH STREET, CARLISLE, PA 17013 PHONE (717) 24111300 FAX (717) 2435178 Rkhard R. Gan, Fagdre Email: richgan~eanhlidcnet Alined W Michigm Bar Admined to New York By Admitted to Pennsylvania Bar October ~ 1, 2004 Cumberland County Court of Common Pleas Orphans Court Division One Courthouse Square Cazlisle, Pa 17013 Re: The Estate of Marjorie Kipps /File No 21-0400120 /Claim of Lien Deaz Clerk, Please consider this my formal claim of lien against the estate of Marjorie Kipps in the amount of $1514.68. This sum was incurred by beneficiary Ronaid Kipps for legal fees in regard to this proceeding. Mr. Kipps has. neglected, refused and or ignored our repeated requests for payment. To this extent, I am submitting the attached invoice for payment, hearing and or resolution prior to the disbursement of any funds to Mr. Kipps. Very truly yours, Richazd R. Gan, Esq. enclosure --; ~,: a c ~Ji i ~. TI'EMIZED STATEMENT OF SERVICES PERFORMED AND INVOICE RE: THE ESTATE OF MARJORIE HIPPS 1/29/04 Initial meeting with client ....................................1.0 hrs 2!14/04 Review extensive dots sent by client ........................3.5 hrs 2/15/ 04 Phone call to Rob Frey ..........................................5 2/24/04 Review letter from Rob Frey ....................................5 2/25/04 Letter to Rob Frey ................................................1.0 2/26/04 Letter to Beverly and Howard Raber ............................5 2/27/04 Meeting with Beverly and Howard Raber .....................1.5 3/2/04 Fax to John Schall ............................................. 5 3/3/04 Letter to John Schall ............................................. 1.0 3/22/04 Letter to John Schall ..............................................75 1-29 through 3-27 Phone calls to Rob Frey, Rabers and Schall...... 2.1 No charge for phone calls to and from Mr. Kipps :; ~ , A ~. O G~ lJl (7~ Research, Phone calls and letter regarding life insurance proceeds.......... 1.5 hrs Letter to Rob Frey regazding estate ............................................. 1.0 hrs Total billable hours ................................................................15.35 15.35 X $175.00 .....................................................................$2686.25 2686.25 x .75 ................:....................................................... $2014.68 Pre Paid legal Discount Retainer ............................................................................... $500.00 Balance due ......................................................................... $1514.68 ; :, • : c _ ~ ~: __ c 4J G`. U 1.. a .~ ~ ,~. ' l pppllllll 1 ~ ~~_ ~h ~ ~'~ .~ ~ ~ Lam. 4 _ I\ 1 ~\ V ~^ v.\y \ Qv _,~ °~ ~ N ~ ~ ~ ~ -~ 5° d~~ ~~ a~ NJ 7' ~r, ( a '. ~^ .,.~ ;::. .,, ,:.~ ~i;( (~.! ,.+ ~,.. ....~ r REV-1500 EX (6-0O) COMMONWEALTH OF REV-1500 OFFICIAL USE ONLY PENNSYLVANIA DEPARTMENT OF REVENUE INHERITANCE TAX RETURN DEPT. 280601 FILE NUMBER 21-04-0120 HARRISBURG, PA 17128-0601 RESIDENT DECEDENT ~ ~~,„~~, ,~ „VMeeR R DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL) SOCIAL SECURITY NUMBER = Ki s, Mar'orie M. 234-26-9888 tap DATE OF DEATH (MM-D0.VEAR) DATE OF BIRTH (MM-DD-YEAR) THIS RETURN MAST BE FILED IN DUPLIGTE WRH THE W 1/19/2004 11/6/1922 REGISTER OF WILLS p (IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL) SOCIAL SECURITY NUMBER ~II ~1. Original Return ~2. Supplemental Return ~3. RemsMerRSUm lase oraesnlniorbt8t3-etl Sm U $ u ~ 4. Limitetl Estate ~4a. Future Interest Compromise (date of death after i2-12-92) ~ 6. Federal Estate Tan Return Requlre0 u ~ m ~ 6 DEtetlenl Dietl Teslale (Attach wpy of Will) ~ 7 Decedent Maintainetl a Livin Trust (Attach co f T t 1 8 T t l N n a . 9. Litigation Proceetls Receivetl . g py o ) ms ~ 10. scours PovMy Crean (ass of assn belvrean i2-m-sl am 1-t-e5l . o a um er of Safe Deposit Boxes ~11. Election to tax under Sec. 9113(A) (Attach Sch O) ~ _. , ... _.. ....... __:.- .-. ~g~",•- . . .. 1RJ'~E DIRECTEd TO: W p NAME . COMPLETE MAILING ADDRESS Z Robert G.Fre o N FIRM NAME (If Applkable) 5 South Hanover Street rc Fre and Tile Carlisle, Pennsylvania 17013 p TELEPHONE NUMBER U 717-243-5838 OFFICIAL USE ONLY 1. Real Estate (Schedule A) (1) 149,500 2. Stocks and Bonds (Schedule e) (z) 20,000 r-..> 3. Closet Held Co oration, Partnershi or Sole-Pro rietorshi v m v D p (3) NONE _ ^ - ~ 4. Mortgages & Notes Receivable (Schedule D) (4) NONE ~ ~. y] ; ~ s. Cash, Bank DeposBS 8 Miscellaneous Personal Property - ~.~ I (schedule E) (s) 461,914- 4 -.~ ~ _,,,__ 6. Jointly Owned Property (Schedule F) (s) NONE . ~ `: G ^SeDalate Billing Requested _ ~ ~ n ` 7 7. Inter-VNOS Tmnsfar & Miscellaneous Non-Probate Property --i (SCheduleGOrL) (7) NONE ~•' a w tY 2 O f H a f O U X 8. TOTAL GROSS ASSETS (total Lines t-7) 9. Funeral Expenses & AOministrative Costs (Schedule H) (6) 631,414 10. Debts of Decedent, Mortgage Liabilities, 8 Liens (Schedule I) ;t 0) NONE 11. TOTAL DEDUCTIONS (total Lines 9 8 70) (11) 32,034 12. NET VALUE OF ESTATE (Line a minus Line 11) (12) 599,3$0 73. Charitable and Governmental Bequests/Sec 9113 Trusts for which an election to lax has not been made (Schedule J) 1131 (1<) 599,380 74. Net Value Subjec[ b Tax (Line 12 minus Line 73) SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES 15. Amount of Line 14 taxable at the spousal tax late .or transfers under Sec.9116 (a)(t2) x .0_ (15) 76. Amount of Line 74 taxable at lineal rate 599,380 x .0 45 (ts) 2g~g72 17. Amount of Line t4 taxable at sibling rate x .12 18. Amount of line 14 taxable at collateral rate x .15 (16) t9. Tax Due (t9) 26 972 20.~ 21] ~ Kipps, Marjorie M. 234-26-9888 ADDRESS Tax Payments and Credits: 1. Tax Due (Page 1 Line 19) 2. Credits/Payments A. Spousal Poverty Credit B. Pdor Payments 23.500 C. Discount 1 175 3. ImeresUPenalty if applicabk: D. Interest E. Penalty (,) 2ss72 Total Credits (A + B + C) (2) 24,675 Total InterestlPenalty (D + E) (3) 4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT. 5. Check llox on Page 1 Llne 20 to request a rehnd (q) enter the difference. This is the TAX DUE. (5) If line 1 + line 3 is greater than line 2 2.297 , A. Enter the interest on the lax due. (5A) B. Enter the total of Line 5 + 5A. This is the BALANCE DUE. (5B) 2,297 Make Check Payable to: REGISTER OFWILLS, AGENT r<, ` .. E . ~ , ~.~... ,. _ . PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS 1. Did decedent make a Vansfer and: f rt t d Yes X No erre y rens : a. retain the use or income of the prope b. retain the tight to designate who shalt use the property iransfertetl or its income; .. X n terest or i i i X ; n a revers ary n c. reta o fi ? ^ ^ . ts or care d. receive the promise for life of either payments, bene . If tleath orxurred after December 12,1982,ditl decedent transfer properly witMn one year of death 2 . iderefi n7 i d t X equa e wns o without receiv ng a 3. Did decedent own an "in trust for' or payable upon death bank account or security at his or her death? .. ^ ^ 4. Did decedent own an Individual Retirement Aaount, annuity or other non-probate property which contains a beneficiary designation? .. ^ ^X IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE n AS PART OF THE RETURN. Under penalties of perjury, I detlare that I have examined this (alum, inGUding acc«npanying sdtetlules antl statements. and to the best of my knowledge end belie(, it is True, y. l a ~ For tlales o(tlealh on or aaer July 1, 1990 antl before January 1, 1995, the tax rate imposed on the net value of Irensfers to pr for the use M the surviving spouse is 3% I]2 P.S. Section 8116 (a)(1.1 $i)I. F« tlales of tleaN on «after January 1, 1995, the lax rate imposed on the net vaWe of vansiers to «f« the use of the surviving spouse is 0%I]2 P.S. Section 9116 (a)(t.txii)I. The statute tloes not exempt a vansler to a surwving spouse from taz, antl Ne staWtory requirements for tlisdosure o(assets and fling a tax (alum are still applicable even g the surviving spouse is lho only aenellGary. For dates of death on or alter July 1, 2000: The taz rele imlxmatl on the net value of Irensfers from a tlepe85etl child twentyone years ofage or younger at death to or f« the use of a natural parent, an atloplive parent, or a stepparent of the child is 0%[]2 P.S. Section 9116(a)(1.2)I. The lax rate imposetl on the net value of Transfers to or fOr the use of th6 tlecetlent's lineal beneficiaries is 4.5%, except as nolBtl in ]2 P.S. Section 9116(1 2) []2 P.S. Section 9116(x)(1 )). The lax rate imposed on Ne nN value o/ bansfere to or for the use of 1h6 decetlent's siblings is 12%A2 P.S. Section 9118(a)(1.3)I A sibling is tlefned, under Section 9102, as an IndiNtlual who has at leas) one parent in common with the decedent, wheNer oy blood Or atlop8on. AT REV-1502 EX 1(7-97) p) SCHEDULE A COMMONWEALTH OF PENNSYLVANIA REAL ESTATE INHERITANCE TA% RETURN ESTATE OF nee numncn Kipps Marjorie M 21-04-0120 ALL REAL PROPERTY OWNED SOLELY OR AS A TENANT IN COMMON MUST BE REPORTED AT FAIR MARKET VALUE. Fair market value is defned as the price at which property would be exchanged between a willing buyer and a willing seller, neither being compelled to buy or sell, both having reasonable knowledge of the relevant tads. REAL ITEM VALUE AT DATE 1. 106 June Drive, see HUD-1 settlement statement attached hereto 124,500 2. Lot, Cloverleaf Acres, Middlesex Township, Cumberland County, Pennsylvania 25,000 2004 Assessment: $25,000.00 (If more space is needed, insert additional sheets of the same size) 217 REV-t SOJ EX+ (698) COMMONWEALTH OF PENNSYLVANIA INHERRANCE TA%RETURN SCHEDULE B STOCKS & BONDS ESTATE OF r~~~ numn~rt Kipps Marjorie M 21-04-0120 All property jointlyowned with right of survivorship must be disclosed on Schetlule F. ITEM 1. Area School District Bond, 6.2%, face value: $20,000.00 (If more space is needed, insert additional sheets of the same size) VALUE AT DATE 20,000 AT ' REV-1508 EX ~ (1-9]) (p SCHEDULE E p COMMONWEALTH OF PENNSYLVANIA CASH, BANK DEPOSITS, Hr MISC. INHERITANCE TAX RETURN ~ ~ _ _ _ _ _ _ _ _ Kipps, Marione M. 21-04-0120 I,xflge 0ro pmae05 of YiQTbn entl th Dale lM goceMS were recNVeJ b~tM Stele. PLL PROPERtt JDINTLKOWNED WITH THE RIGHT OF SURVIVORSHIP MUST SE DISCLOSED ON SCHEDULE F. ITEM VALUE AT DATE 1. Tressler Lutheran Services reimbursement for nursing care 1 547 2. M&T Bank Checking account, see statement attached 21,304 3. Trust account with M&T Investment Group, see statement attached 396,090 4. Penn Treaty, Long Term Care Insurance Benefit received 420 5. Continuing Care Rx refund 171 6. Alderwoods Group, refund of prepaid funeral expense 241 7. MONY Group, refund of insurance premium 382 8. Lincoln Financial Annuity 40,000 9. Miscellaneous Personal Property, see auctioneer statement attached 323 10. Prorations of Taxes and Sewer received on sale of real estate 436 11. Gross Sales price of 1987 Chrysler 5th Avenue 1,000 (If more space is needed, insert additional sheets of the same z17 REV-1517 EX+(12-99) SCHEDULE H COMMONWEALTH OF PENNSYLVANIA FUNERAL EXPENSESB INHERITANCE TAx RETURN ADMINISTRATIVE COST. RESIDENT DECEDENT ~ ESTATE OF FILE NUMBER Kipps, Marjorie M. 21-04-0120 Debts of decedent must be reported on Schedule I. A. 1. EXPENSES: B. 1. . 3. ADMINISTRATIVE COSTS: Personal Representative's Commissions Name of Personal Representative (s) Robert G. Frev Social Secudry Number(s) / EIN Number of Personal Representative(s) street Address 5 South Hanover Street city Carlisle state PA zip 17013 Year(s) Commission Paid: 2005 Attorney Fees Family Exemption: (If decedent's adtlress is not the same as claimanCs, attach explanation) Claimant 3,500 Street Address Ciry State Zip Relationship of Claimant to Decedent 4. Probate Fees 364 5. Accountant's Fees 6. Tax Return PrepareYS Fees 7. Expenses of real estate held for sale 16,805 8. Advertising 150 9. Short certificates from Register of Wills 24 10. Insurance 702 1t. Commission for sale of automobile 200 12. Filing fees for Inheritance tax and First and Final Account 160 13. Auctioneer fee 129 (If more space is needed, insert additional sheets of the same size) z1T REV-1513 EX+(gp0) SCHEDULE) COMMONWEALTH OF PENNSYLVANIA BENEFICIARIES INHERITANCE TA% RETURN ESTATE OF FILE NUMBER RELATIONSHIP TO DECEDENT I. 1. 2. 3. 4. TAXABLE DISTRIBUTIONS [include outright spousal distributions, and transfers under Sec. 9116 (a) (1.2)] Ronald Kipps (Lifetime beneficiary of Ma0'orie Kipps Trust) RR 1, Box 80-K Uniondale, PA 18470 Howard Raber (Lifetime beneficiary of Marjorie Kipps Trust) 421 Garriston Road York Haven, PA 17370 Beverly Raber (Lffetime beneficiary of Marjorie Kipps Trust) 231 Reisinger Rad Ickesburg, PA 17207 Grandchildren and descendants of Marjorie Kipps pursuant to Vust of Marjorie Kipps descendants )N-TAXABLE DISTRIBUTIONS: SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAXIS NOT BEING MADE 1. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS AMOUNT OR SHARE $10,000 8,113 of income $10,000 & 1/3 of income $10,000 8 1/3 of income 100°I°, less above (If mare space is needed, insert additional sheets of the same size) Closing expenses as shown on HUD-1 9884.48 Utility expenses 2323 Clean up costs and repais 1699 Real estate taxes paid 2899 Total expenses of real estate held for sale 16805.48 HUD - 1 UNIFORM SETTLEMENT STATEMENT OMB Approval No. 2502-0265 A. U.S. DEPARTMENT OF HOUSMG AND URBAN DEVELOPM ENT SETTLEMENT STATEMENT B. TYPE OF LOAN 6. Fi]e Number. 7. Loan Number. FHA 2 FmHA 1 2005-025 4503584BR . . 3. X Conv. Unins. 4. VA 5. Conv. (ns. 8. Mortgage Insurance Caze Number Not Available C. NOTE: This form is famished m give you a statement of actual settlemrnt costs. Amounts paid m and by the settlemrnt agent are shown Items marked "(p.o.c.)" were paid outside the closing; thry are shown here for informational purposes and are no[ included in the mtals. NOTE: TIN =Tax ers Idrntification Number D. Ne4ME AND ADDRESS OF BORROWER: E. NAME, ADDRESS AND TIN OF SELLER: F. NAME AND ADDRESS OF LENDER: Mahut Mesic and Mina Mesic Estate of Marjoie M. Kipps The Washington Savings Bank Unis Mesic ~ Robert G. Frey, Esquire 4201 Mitchelville Road 528 Lewisberry Road 5 South Hanover Street Howie, MD 20716 New Cumberland, PA 17070 Carlisle, PA 17013 G. PROPERTY LOCATION: H. SEILEMENT AGENT NAME, ADDRESS AND TIN 106 June Drive Richard P. Mislitsky, Esquire 25-1872066 PA 17011 Camp Hill 1 West Hi h St Suite 208 Carli le PA 17013 , PLACE OF SETTLEMENT L SETTLEMENT DATE Boro of Camp Hill/Cumberland 3425 Market Street 05/31/2005 Cam Hill PA 17011 J. S MARY OF BORROWER'S TRANSACTTON K. SUMbIARY OF SELLER'S TRANSACTION 100. GR AMOUNT DU FROM B RR WER: 400. GROSS AMO DUE TO S LLER: ' 10l. Contract sales ' e 124 500.00 40l. Contract sales ce 124 500.00 102. Personal 402. Personal ro 103. SeNemrnt c es to bonowa Line 1400 5 471.94 403. 104. 404. 105. 405. ' Ad~ustmmts for items 'd b seller in advance d b se0a in advarxe Ad'ustmrnts for items (06. Ci /mwn es 406. Ci /town taxes 107. Corer taxes OS 31 2005-12 31 2005 302.19 407. Co taxes OS 31 2005-12 31 2005 302.19 108. Assessaren 408. Assessments 109. Sewer Ad'ustme is 9.94 409. Sew r 'ustments 9.94 I10. School Tax OS 31 0 -06 30 OS 124.21 410. School Tax OS 31 OS-06 30 OS 124.21 t I L 4l 1. 112. 412. 120. GROSS AMOUNT DU FROM BORROWER 130 408.28 420. GROSS AMOUNT DUE TOS LLER 124 936.34 200. AMOUNT PAID BY OR IN BEHALF OF BORROWER: 500. REDUCTIONS IN AMOUNT DUE SELLER: 201. it or serenest mon 3 0 00 - 0 0 SOI. Excess sit 202. Princi 1 arnorm[ of new loans 118 200 .00 502. Srnl entc es to sell Line 1400 9 884 .44 203. Existin I s en subject ro 503. Existin loans mkrn sub'ea m 204 504. Pa off of t mort a e 1 205. 505. Pa off of second rrwn loan 206. 506. 207. 507. 208. 508. X09 509. Ad~ustments fo items un id seller Ad'ustments for items 'd seller 210. Ci /town taxes 510. Ci /mwn taxes 21 I. Coen taxes 511. Coen taxes 212. Assessments 512. Assessments 2I3. 513. ~ 214. Trash bill Ad'ustment 0.04 ustment Sl4. Trash bill Ad 0.04 215 S l5. 216. 516. 217. 517. ~ 18. 518. 219. 519. 220. TOTAL PAID B /EOR BORROWE 121 200 .04 520. TOTAL REDUCTION AMOUNT DUE SELLER 9 884.48 300. CASR AT SETTLEMENT FROM/I'O BORROWER 600. CASH AT SETTL MENT FROM/I'O SELLER 30 L Gros amotmt due from borrower Line 120 13 0 4 08 . 8 601. mss amount due m sell L' 420 12 936 .34 302. Less amo t aid b /for borrower Line 220 121 2 00.04 602. Less reduction in amount due seller C e 520 9 8 84 .48 303. CASH FROM BORROWER 9 208 .24 603. CASH TO SEL ER 11 051.06 SELLER'S STATEMENT The inforrnadon contained in Blocks E, G, H, and [and online 40 L (or, if line 40l is asterisked, line 403 and 404) is important tax information and is being tumisbed m the Internal Revenue Service (see Sella Certification). [f you are requved m File a rerun, a negligrnce penalty or other sanction will be imposed on you if this item is requbed to be reported and the (RS determines [haz it Eras not been reported You are required m provide the Settlanrnt Agent with your correct tazpaya identifuation numbs. If you do rwt provide dte Settlement Agent with your correct taxpayer identification number, you may be subject to civil or criminal penalties imposed by law. Under penalties of perjury, I certify that the number shown on this statement is my correct tazpaya idrntiFicadon numbs. (Sellers Signature) Estate of Marjoie M. Kipps (Seller's Signature) $ Robert G. Frey, Esquire ® EASY SOFT, Inc. 2001 Previous editions are obsolete Page 1 form HUU-I (3/86) rei Hantlbook 4}05.2 L. SETTLEMENT CHARGES J-TOTAL SALESIBROKER`s C01vIhI755ION based on rice $ 124 500 .00 @ PAID FROM PAID FROM Division of Commission Tine 700 as follows: BORROWER'S SELLER'S tOl. S 3 760 .00 to BR A ens FUNDS AT FUNDS AT 702.53 710.00 to RE MAX Realt Associates SEITLEMENT SETTLEMENT 703. Commission id at Settlement 7 470.00 704. Tr nsaction Fee to RE MAX Realt ssociates 25. 0 800. ITEMS PAYABLE DV CONNECTION WITH LOAN 80 L Loan Ori ~ tion Fee 802. Loan Discount 803.A isalFce to Premier A raisals 250 POC 804. Cred't r rt [o MCR 17 POC 805. Lender's N 'on Fce 806. Underwritin fee to TWSB 75.00 807. Tax Service Fee to Citi Mort a e 85.00 803. Flood Cert to Geo Tract 22.00 809. Document Pre oration Fee o TWSB 295.00 810. Fed Ex 30.00 3l I.A lication Fee to TWSB 350.00 812. 813. 900. ITEbIS R USED BY LENDER TO BE PAID iN ADVANCE 901. interest fiom OS 31 2005-OS 31 2005 ® 18.620 er da 18.62 902. Mort a Insurance Premium for 903. Hazard insurance Premirun forl ear s to Nationwide Ins 385 POC 904. 905. 1000. RE ERVES DEPOSITED WITH LENDER 1001. Hazant insurance 3 months ® 31.92 er month 95.76 1002. Mort a insurance 2 mon h s ~ 76.83 er month 153.66 1003. Ci Pro Tales 1004. Coon Pro Taxes 4 m nth s ~ 42.95 a month 171.80 1005. ual essmrnts 1006. School Taxes 2 m nth s @ 128.50 r month 1 542.00 1007. 1008. A to Accountin Ad'ustment -267.51 1100. TITLE CHAR E I101.Srnlemrnt or closin fee to 1102. Abstract or title seamh to Premier Abstr ct 115.00 1103. Titl Examinazio¢ to 1104. Title ins a binder to 1105. Documrnt 'o¢ W ! 106. N fees to D . Swi ert 10.00 1107. Attom 's fees m _ ~~ ~ ~ ~ includes line numbers: 1108. Ti[I e2 Securit Title KML RPM 983.75 includes linen : 11 3 1 04 1109. Lender's covem $ 118200.00 - - -5 II10. Owner's covers e S 124500.00 Illl. Endorsements 00 300 8.1 150.00 1112. Securit Title 35.00 1113. 1?00. GOVERNMENT RE ORDINC AND TRANSFER CHARGES 1201. Recordin fees: Deeds 39.00 Mo ae$ 0.50 Releases 99.50 1202. Ci /rn tax/sfam Deed S Mo e S 1 245.00 1203. State tax/sm Deed S Mort e $ 1 24 . 00 1204. ~'0` 1300. ADDITIONAL SETTLEMENT CHARGES 130E Surve w 1302. Pes[ ins Lion Bowers Pes Control Treatment 35.00 948.70 1303. Trash Bill to Penn Waste Inc. 4 .74 1304. Courtier Fee o F d Ex RPM 15.00 1305. Domestic elations Lien U. Mesic 87.36 1306. MOw1R to Izn sca a Contractors inc. 180.00 1400 TOTAL SETTLEMENT CHARGES enter on lines 103 Section J and 502 SeMion 5 471.94 9 884 .44 CERTIFICATION: I have carefully reviewed the HUD-t Settlement Smternettt and [o the best of my Imowledge and belief, it is a true and accurate sm[errtrn[ of all receipts and disbursemrnts made on my account or by me in tltis transaction. I Curtha certify that [ received a co ~ f tjre HLJD-} S ~y/;Sent. Seller Es to Marj ' e M, ipps Borrower /Mahut Mesic and Mina Mesic ~ ~<~ v~~~ Seller `t Robert G. Frey Borrower Unis Mesic The HUD-t Settlement Stato6tmt w1yFh I crave prepaz~is orate account of the funds disbursed or to be disbursed by the undersigned as part of the settlemrnt of this transaction. ~ ~/ /~ // / J 05/31/2005 Settlement Agent ( Ricnaro P. M1311LSxy, CsqulRe 1 uale WAILyfNG: It is a crime to knowingly make false statements to the Uni tes on this or any other similar forth. Penalties upo¢ conviction can include a fine and imprisorrmrnt. For details set. Title I S U.S. Code Secdon 1001 and Section 1010. ® EASY SOFT, Inc 2001 Previous editions arc obsolete Page 2 forth HU0.l f3/R61 ref Ha~at.,,,.o- ain< ~ THIS IS NOTA TAX BILL MAILING DATB:. July 1, 2004. District: 21 - MIDDLESEX TOfrNBHIP School..: CUDIBERLAND VALL&Y 3D Location: FAIRVIEfP DANE cLOVEar.aan AcRES.. LOT 4-A 3EC F PB a PG 43 TAXABLE UNIT/LOT ID..: 5-0004A Land 8iza. ...: .19 acres Property Type: L1 Vacant Land Parcel Identifier: 21-18-1363-023. Old Assessed Valua 2004 New Assessed Value (2000 Market x 100y, Market Value (2004 Market x 100%) Land 20,000 25,000 25,000 Buildings 0 0 0 TOTAL 20,000 25,000 25,000 2004 Clean and Green Values Land NOT NOT NOT Buildings APPLICABLE APPLICABLE APPLICABLE TOTAL Clean and Green values apply to some farm and forest land. Such values become effective only upon application and approval. All applications must be received by the Assessment Office by 4:30 p.m. on October 15, 2004. Those prev/ously approved for Clean and Green do not need to reapply. Pennsylvania law requin;s that all real estate be valued as of the most recent county-wide reassessment. The last reassessment, or tax base year, was 2000. Since the Iasi reassessment in 2000, properties have been assessed at 100% of Year 2000 value (the Pro-Determined Ratio ). The new tax base year will be the Year 2004, with the new assessed values becoming effective for the 2005 tax year. The Pre-Determined Ratio n:mains of 100•x. Your new assessed value equals your Year 2004 market value. When the new 2004 tax base is determined after this reassessment, a/I taxing districts are required by law to lower the mlllage rate by the same proportion that the fax base went up. The taw provides that in the first year after neassessment (2005), the county and all townships and boroughs may not increase overall revenue on their existng taxbase by mom than five percent (5%) and school districts may not increase overall revenue on their existing taxbase by more than ten percent (10%). The county and the other taxing bodies will make these decisions next year, and may choose not to increase overall revenue. Of crourse, some individual's taxes will go up or down by more than those pementages. The esserrtial point is that an increase in market values does not necessarily mean a corresponding increase in taxes. Individual changes in taxes will depend upon a specific property's change as compared to the overall change for the taxing district. The ESTIMATED impact statement printed below is our best estimate of change, based on 2004 COUNTY tax figures. THIS ESTIMATE DOES N07 INCLUDE ANY BOROUGH, TOWNSHIP, OR SCHOOL DISTRICT IMPACT. ESTIMATED COUNTY TAX IMPACT: Current 2004 County mills = 2.352 Adjusted 2004 County mills = 2.138 $ 47 2004 County Tax BEFORE Reassessment. $ 53 2004 County Tax AFTER Reassessment. M&T - Trust date of death values Dale of Death: 01/19/2009 Valuation Dare: 01/19/2009 Processing Date; 01/21/2009 Shares Security ox Par Description 1) 57169.63 MTB GROUP FDS (553767891) PRZME MMKT INS 69 758.31 NASDAQ ~ No oricing information 2) 1^x93.68 MT9 GAOUP FDS (553767841) PRSME MMKT INS NASDAQ No oricing information 31 1910.612 GOLDMAN SACHS TR 538141W679) HI YLD INSTL - NASDAQ 01/16/2009 9) 15607,102 MTB GROUP FDS (553767817) INTRM BD I ? NASDAQ 01/16/2009 51 7928.931 MTB GROUP FDS (553767221) SKR DUA GV I i NASDAQ 01/16/2004 6) 5760.625 M?B GROUP EDS (553767189) STRM CORP BD I I NASDAQ 01/16/2005 7) 2079.071 NORTHEAST INVS TR (664210101) SH BEN SNT NASDAQ O1{16!2004 Tot dl V21ue: Total Accrual: Total: High/Ask Low/Bid 5.7,164.63-Princ 23.46 , 12,593.68-Incam~ Estate of: Marjorie Kipps Estate Report Type: Date of Death Number of Securities: i File ID: Mean and/or Oiv and Int Security Adjustments Accruals value 8.12000 Hid 8.120000 10.32000 Bid 10.320000 9.75000 Bid 9.750000 9.96000 eid 9.960000 7.56000 Bitl '.560000 15,838.97 161,065.29 76,332.08 57,377.82 15,717.78 23.46 396,090.25 Page 1 This report was produced with EstateVal, a product of Estate Valuations & Pricing Systems, Inc. If you have questions, please contact EvP Systems at 18181 313-6300 or www.evpsys.com. (Revision 7.0.01 iett'_emt~ni~ feller^s 'h14 I't L'? t-Inna~ ^ ruCTln>u MA~SORIG I:IF'F'S ESTAT4= ~~~~ / r `~` S H~NdVr.R~~~ ~ac,C De SCT'1 I]"t l Ori Chi .d'=_ chair r l i V W c1 T' (.~ jh Ot y.l71 =Tian.=.' i. 0't '~ a x f 1. a"t iaa'i' e I?Gliirig []i?t lct Dishes } T!c~~'~u'~otili=$?'r' Camp >t~vc Tin train Lights; Ir'or, Crata lot Cat~inet b;:tse Washer f~,~r"riuerat;or Refriger~rtor n... , 4-d i F' F7 P T' Trunk Cabin'a't, b_se Commissi.un at 'rk~.~OG"l F'rSCe^t~ i 1 l i L 1 s 1 1 i i i 1 1 1. i 1 l 1 i F-'aCj c'_ a Total ce c~T 1~~a K1~ '~. ~i:~'.'~t~1 C}, 'l L~ k . ~S3t~1 4?I. GS~~ ,c .~J. 'v.'~t~ G:G. i~~ i. ~;~ ~. ~;~ 43. ;l1Gl 4t. C t?~1'tt k~. r54~~Z~ ?. ~0 ~Zt. GSr'10 54'I.:?IC~ sir, a7N ~i. v'~~ i.:~~ ,-~ l . v„r Itemse c.'.': Rmat.{nt: ~C2.C~ - 1'c9. 4'tl Ursa a?d,j~.tstaient~. -:.=`:.474 17--4?,c--Ec4E 1 .vy. r.!~.n n .~. '~ LAST WILL ANA TESTAMENT OF MARJORIE M. KIPPS I, MARJORIE M. KIPPS, widow, of 106 Lune Drive in the Bocough of Camp Hill, Cumberland County, Pennsylvania, being of sound and disposing mind, memory and understanding, do hereby make, publish and declare this as and for my Last Will and Testament hereby revoking and making void any and all Wills and Codicils by me at any time heretofore made. 1. I direct my hereinafter named Executor to pay all of my just debts and funeral expenses as soon after my death as may be found convenient to do so. I direct that my services be conducted by a funeral home selected by my Executor located in the Camp Hill area or Mechanicsburg area or Carlisle area and [hat my services be conducted in that funeral home and [hat my body be interred in ArlingtonNafional Cemetery a[ Arlington, Virginia, beside;that of my husband, Harold R. Kipps. In making the funeral arrangements I request that a casket made of stainless steel or copper or bronze be selected and a vault to contain the casket shall be'of stainless steel or copper or bronze or such other material as is acceptable and approved by the authorities at Arlington National Cemetery. . . 2. I direct my hereinafter named Executor to divide all of my householdgoods and furnishings equally among my son, Ronald W Kipps, my daughter, Beverly Raber, and my grandson, Howard Raymond Veigle Raber, in such manner and by such procedure as my Executor shall deem fair and reasonable. Should any of said three persons predecease me, then the shaze such deceased person would have received shall lapse and the division shall be made only among such of dre three persons as shall survive me. 3. All of the rest, residue and remainder of my estate, real, personal and mixed, and wheresoever the same may be situate, I give, devise and bequeath to Financial Trust Services Company and its successors, One Wes[ High Street, Carlisle, Pennsylvania, in tmst, to be added to the Trost maintained by it pursuant to Indenture of Trost into which I entered with it dated January /! , 1998, and the same shall be invested and distributed as set forth in said Indenture of Trost. 4. I hereby nominate, constitute and appoint my attorney, Robert M. Frey, 5 South Hanover Street, Carlisle, Pennsylvania, as Executor of this my Las[ Witl and Testament, but should he predecease me or fail to qualify or cease serving as such, then in such even[ I nominate, constitute and appoint his son, Robert G. Frey, Esquire, as altemate or successor Executor, but should both of them fait to qualify or cease serving as such, then in such event I nominate, consfitute and appoint Fanners Tms[ Company and its successors, One West High Street, Carlisle, Pennsylvania, as alternate or successor Executor. I further direct that none of [hem shall be required to post any bond to secure the faithful performance of his or its duties in the Commonwealth of Pennsylvania or in any other jurisdiction. 5. In addition to [he powers conferred by law, my hereinbefore named Trustee and my Executors and their respective successors are empowered: a. To invest any part of the [ms[ corpus in such securities, investments, or other property as may be deemed advisable and proper, irrespective of whether the same are authorized for the investment of tmst funds under the laws of any governing jurisdiction, b. With respect [o any corporation, the stocks, bonds, or other securities of which may be held, to vote in person or by proxy on any shares of stock; to consent to the merger, consolidation or reorganization of such corporations; to consent to the leasing, mortgaging or sale of the property of any such corporations; to make any surrender, exchange or substitution of such stocks, bonds ur other securities as an incident to the merger, consolidation or reorganization of such corporations; [o pay all assessments, subscriptions and other sums of money which may be deemed wise and expedient for the protection and maintenance of the proportionate interest of the inves[tnent in such corporations; [o exercise any option or privilege which maybe conferred upon the holders of such stocks, bonds, or other securities of such corporations either for the conveision of the same into other securities or for the purchase of additional securities, and to make any and all necessazy payments which may be required in connection therewith; and generally to have and exercise as to all such stocks, bonds and other securities, the powers of an individual owner who is under tmst obligation. . c. To hold the [mst corpus in one or more consolidated funds in which separate shares shall have undivided interests. Page 1 of 2 Pages d . To sel I at public or private sale for cash or upon credit, or partly for cash and partly on credit, and upon such terms and conditions as shall be deemed proper, any paz[ or parts of the trust estate, and no purchaser a[ any such sale shall be bound to inquire into the expediency or propriety of any such sale or to see to the application of [he purchase moneys arising therefrom. e. To keep on hand and uninvested such money as maybe deemed proper and for such period as may be found expedient. f. To compromise, settle or arbitrate any claim or demand in favor of or against the trust estate. g. And authorized in the discharge of fiduciary duties, to employ counsel and to detemtine and to pay such counsel reasonable compensation which shall be charged against the principal or income of the [rust fund, and shall further be entitled to charge against the principal or income such other reasonable expenses and charges as may be necessary and proper to incur for the proper discharge of Fiduciary duties and for the proper management aad administration of the trust estate. h. In making any division of property into shares for [he purpose of any distribution thereof directed by the provisions of the tins[, to make such division or distcilwtion, either in cash or in kind, or paNy in cash and partly in kind, as shall be deemed most expedient, and in making any division or distribution in kind may allot any specific security or property of any undivided interest therein to any one or more of such shares, and to that end may appraise any or all of the property so to be allotted and the judgment as to the propriety of such allotment and as to the relative value for purposes of distribution of the securities or property so allotted shall be final and conclusive upon al] persons interested in the tmst or in the division or distribution thereof. i. And authorized to register any shares of stock or other assets of any trust in their own names or in the name of a nominee. j. To retain any investments including mutual funds which I may own at the time of my death and in addition to invest any pazt of the Trust corpus in such mutual fund or mutual funds as maybe deemed advisable or proper, irrespective of whether the same are authorized for the investment of trust funds under [he laws of any governing jurisdiction. IN WITNESS HEREOF, I have hereunto set my hand and seal to this my Last Will and Testament written on two (2) pages, this f3't.- day of January, 1998. ' !/l2 %M~! ry9 /S'' .QJ (SEAL) Marjori M. Kipps Signed, sealed, published and declared by MARJORIE M. KIPPS, the Testatrix above named, 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 hereunto subscribed our names as attesting witnesses. ~'ra-~.i ln. ~~..,~,~ Page 2 of 2 Pages .w cv u'r mw, +r•vz na, Nal nr LV UUCnr VliVU+ 1'nA +r V. l11LUJ1 UJU b THIS 1NDENTUR'R OP '1'i~ PST, otWe tllle ~ ~h daY o[lanusry, 1996, by sad between MAIiJOR1B M. ICfPPS, widow, of 106 June Drive, in the Borough of Gmp Hill. Cumberland County, Psnnsylvanio, (hercinaRer whaher singptar or plan! nfnesd to u ANn PINAN(:IALTAUSTSER.'ICFSCOMPANY,OneWettNighStreetinrheBorough of Carlisle, Cuutbalsnd County, R "tsylvania (fiereina[terwhether singular or plow! «farW a ar'TRUSTEE"): WITNSiiBb;TH1 WHEREAS, SeUlor daairca to tnnafe[ and deliver to the Twstee cortaio property and a,u:aritiu, hereirutter deatrlbed, /or the purpose of erealing a voluntary n:vocsble Tnwr, and WHEREAS, the Tntatee hnp agreW to accept the said property and aacuriGoc and any property end aecmiliec which ouy her2after be assigned to it by Settlor or othore and to hold drc Hama cad the precede and income thereof upwr the Tnut hereby axared. NUW, TIIRgEPORR, 1s oanldxWon of tM eevanasts Mnia oengined and the aun+ of t)m (f 1.0~ Dollar by the 7rwtee in band paid ro the Sativr al and before Cite enaealirg and delivery of rheas prnm4, the receila wberaof fa hanby ackaowlodgad, the Settler hac greased, conveyed. aliljned, act over and delivaaad, and by theca presatu don grant, convey, auiga, act oval and rleliveruaro the Tnutee, Hl Uu right, tflk aW httaeuof the Satlor in and ro the property sod aceuritite ekeaibed io Sdudde •A", whiolt, signed by (hs SetOor, is ttlached hereto and mark a pm hereof, togedler with the appurtewnca end all the ntne and riglae of the Settbr thereto. TO HAVE AND TO HOLD all and singuler the shove grsmed deeoribW propnty and atwlrbfa troro the asW Trusee and an.• progeny sod aemnillea which may heteefrerbe usignsd, ' devlaW and bequeathed, IN TRU~'~', NEVERTHELESS, for the followingpurpasat cad ' rues, end srrb/ea ro the !erne. ~onditi..+a, powers end agreetmma hereia^her ter fonlr. ARTfCLE f PUWERS AND DUTIES OF TRUSTEE 6ectlen r: The 7tW tee shill hold snd mawge Ole property and saasritiet, together with such arse proRUY u troy ba acgalred, during the exisronce of the Tnret, all of whleh esht property~will herolnafler be roPonad u~ o the "Trust &Itte", upon the terms snd cond'uions, and for the rues aril purpoau, snd with the Juries snd powan, IMt is ro say: 7b hold and manage the asld Trm.t State snd every part thereof with full power to inreu and cUnvat the tarns lu such leant, stacks, bonds, eeewitiu sad net spate u edall be decr»adby tlr. Tngteslo be witable snd proper for C-" invesnromof Twtt feeds end without being resricuA a a clue of htveumenu which s Trustee is of may hatasfterbe pettnitted by laq !e make. to so doing, the Trustee b speeifka0y ewhoritad, in the Tcuaea'a aok discretion and as the T.~cstee~ deems fitting std proper, to rxtsin, sell, mougage, partition, exchsoge or otharwiu disl+oaeaf any or all of rho progeny of the Trust Esate, barb red snd personal, including apecificaiiy I}re audurisatien to rotsin, buy or sail any shares of !hs creak of the Twctee; to vote, exch:.rge aW othetwlse exerrJU dl rlghar, prlvllega or options In any way pcnsining to the stocks, bends, sxuritles and otheraeieu N anytime txbnging to the Trust Estate, provided, howevu, that with respect b coy aharoa of pock of the Trustee, the bermficlada may daewrine We manner ir. which asld sharos shall be voted std may actually direct how such shorn ahsll be voted; to borrow money, to execute and ronew promiwory note end to pledge the e5sets of the Trust &c;:te v tecurily therefor; to nuke abentlons of, repaicx upon, additibna to and sea, Improvenxata epon real ettsu, snd to make leans thero[or for such rum even though in excess of doe (5)1':ars, u the Twta may deem advisable; to make Jiatr:bution of the principal and undisWbated lntame of the Trost fsteleto snd among those enGtled,thgrao et the tsrminalioa of the Twu in khtJ.or !n cub, or panty in kind and partly in cash, sa a the Twuee saama proper, juu and agll;teble;to .h-LO-U4 mule II.7~ run mar ueraormenr unwr ran la V. II/LVJIWV ,. J rkfrnelne the rnannel of astxMimtssnt of income anU pnnelpal and the appotUOnnrcm ot. teceipu nrW glpeniw by the lenauls amt mmaindermen of the Trust Estate; to make, oxecutc am a .knowledge and deliver all iastrvments dermal tteeetaary or required in the exercise of th Is ,ciebeforc meotiorred powers; utd otherwise in the rtwnagement and conduct of said TnrstEmtc v ~ do any and dl rbioga which an o^~ner could do in his a Irer owo right. ~gtt~ j: Ttra'Cruaue, if .t.,f whafevu it may be deermd advissble, or mom mnvaniem to thr ao, uuy saute any shoes of sock, securities or oNer property of whauoever chmacur constituting pan of Ids Trust 13rea.~ le be ukao or stead in the name of the Teuatee a nominee. with fuitpowrandaorherltylnsrxhm~ndrjwtoreadvnandreedptloraUimnmstheryfrom. AUtwa and govtaumotnalCharges, of wh~tsoeverclwactar, bvied or aswsaed upon or payable by Ure TruNce with raper to the corpus or incomc of tht Trust Eatau, and all oxpenwa of Uts admidatntion of rite Trust and NI,~~•+eros payable on sccourl of soy indebterlnwc or liabilitiu eonsaeted, inrwredor tuWroed by ~ ~,dTrosue, shall be paid out of the ineorne of the Trost 6e[ete, unlw the Trwloc, is the Tnutee's Jieereliun,ahall deemtlut under pu circwncuurcesall or some pan Idercof should equitably be paid oW of the corpus Of the Taut Esau. SCgIW.~: In the care in which Uw Trustee is inquiredto dividethe principal of rhaTrust Estau in pans or shares, anJ w dutribuu the seine, the Trustee is outhorized and empOVnnd in the TruNU'a cola discteUat to tttake dlvlslen ar efettibutioa in kind, or puny in kind end panty in cash. The judpnem of the Trustee tonoertting,tbe valnw for the purpwn of such Jivicioa w dinrilrurioe of the properly or recurites shall be binding and conclusive on all panics inhtesud at such dlvirion or d'uttibuUrm. $ggtMn ~; No tlde, !n the Trost [altos hamby oroued, or io tM incomc aamiag Uurcfroai, or in ib accumulation, shHl vast io any berwUciuy and no beoefwiary shall have the right or powu to wrufcy uaign, mlieipBte Of Melllllber his Of hat' jltletesl in 6aid Taut Fsule, Or the incotoe Uwrehom, prior to Uce actual dl:Wbnlloa thereof 6y the Trustee to said botreflelary. Posher. neither the iatome nor the principal of said Trull &tate shall be liabk iu any manna, in . tl,e pptsesaim of Ure Trustee, for the debtb rgmnaa or engagemenu of say of the beneficiuies. agyg`d: ThY Trull Agtrxmen shall oeatirrru is force sad cauinw to be adndn:aurtd 1. ~ any auceeawr ro the Trustee a~ hash rosutta from a merger, consolidation or reorganizuiwt of Tnutce. - SRTCCI.6II UISTRiBUTION TAe Se111ordireels the Tmpee to dlrbutse the inrnme and principd of the Trust Esucs in the wanner herehu(rasat fosA in devil in Schedule "6` which, signed by SGdor, is nnacheJ~lterclo ~~ and made • pas hereof. ARTIC[.E [lI GI3NBRAL PROVI510Ng sttt;ei~.i: The $CltlOf may grant and conveyor auign oc devise or beguatn 4dditiortal propacty, securities ar cash to the Trosla to be held ender the terms beta[, and the Tfuuee b authorized and empowered to receive the same for the ww rind upon the Tsar se[ forth herein. SltYOR_2: The Trustee byjolning imthe exewrion of Ibis intarorrrentsignifiw acccpuutce of rite Trust and acknowledges Uwt theTrun hes reaeivad this day from the SelUor all sad singular the property std aecuritiw described in Schedule 'A"attached hereto sad made a pan hereof and agrees to hoW the acne and rue sad dispose of the proceeds thereof upoo and subject to all tad singular the trusu, terms and provisions set forth in this Indenlurc, , Seclioa 3; The liras of this Trust shell be for a1I purposes at One West High Street, Carlide, Pennsylvania, or at such other place is Cumberland County, Penmylvania, ac Trosta ,. ~u uz ...ten „•uu nor mu. un turmcn, unuVl Ptlh IY V. f11LOJ103U Y. l7 mry mainrainan officq and in ao eventeholl the rites or mridence of the Tnm be noes nr of aay future rime IoGtod ovtaidu Cumberland County, I4nnaylvenia. yac(F°n ~: Ir is agreed that the Settlor may by ittatturrrenr in writing, delivered to the TNrld:, (a) modify or altar this Agteetrtent, in. whole Or In patt, provided that the duties, powarr and liability o[ the Tmgee, that{ not be clanged without Us written consent; or tb) revoke this Apeeuam in whole err in put. Upar the deatU o! Settlor, shier Trvat Agreement u then ezis[ing shalt become Irrevocable. i NfNANCtAL TRUST 8&RV~IC@5 COMPANY does hemby coaetltutesnd 4~polnt Jane F. ffurte to be iu attorney for it and in its name and u and for ite cvrporete aet and dxd [o acknowledge thin instrument before any ~pcrson having authority by [Ire lawn oF, the Commooweahhof Paanaylvania, w take cool[ acknowladgmant, to the infant thu the name way bs ' duly recorded. ~ ,. .. IN W/TNBBS WHBRBON, MARf(M[E M. KIPPS, the SeWor, bas buaaw sU her haml and seal, and FINANCIAL9;;UST.SERVICPS COINPANY, the Trvetee, has nuxd dreae prcwrdt to Ds eigned in its eaprxm.. mrtc by ita Senior Vice president and Ttw[ Office, and iu cwpararc acaf robe hereto affixed, .•ueated hY ita Auiaent Secreury, the day and year fires above written. W I'1'N~SRt Mar}orie IGpps ft-+~r7- PINANCIALTRUST' SERV[CNS COMPAAR' r (58AL) ~faneF. rake ?reside CEO ATl'f.ST: Assicurttt Si uerary ACHSDVLB "A" PROPBRTY AN1~,~RJORIL~ M. KIPPBNSFERRBD DV 'f0 FINANCIAL TRUST 9BRVIC68 COMPANY UNDBR INDENTURE O TRUST DATL"D JANUARY ~~; 1998 ,/~L0 V4 man u•Ur nm mar uxrco,ua,., ~..~... .... .. . 8C'HEDULB "H" KLAN OF DISTRIBU'f1UN OF TRUST ESTATE OF MANJORU3 M. KIPP& UNDER INDENTURE Q~TRUSf DATED JANUARY ~3 , f9Yg ARTICLE II ' RISTRIBUTION /i]KfIIBIT "B" 71re Settles dimcu the Tmpee to duburm the income ud pdra:ipal of the Treat Reuter In the trrttncr heminafkr set fonb in dstail ia'the following Scheduler B, which signal by Sadw; u as followc: ' FIRST; Truates is dlredti+Irro dbberse dte nn itteome of ma Trval Saute al kmt aenwllYor N mole b:xlwrd iaterva4 to w fat the use or bettefil of the 9eRlay Marjode)vl. ICtppa, widow, of 106 Jura Drive, Gmp Hill, Penarylvaoia, ro long u she shall live. In adduioa, Testes is directed to disburse so ttweh.of the principal of the Trvrt Estate u in iu opinion fa naeeatuy or deairabin to be eapettrkd fw the proper nWatanatxee and support of SetOw, wtkh aapandhmwef prkeipd shall De rtwde to of fw the uu ur beuafstof Sanlw. SAouIJ Settlor dheet that ku tlrri lire net inconaeof the 7'rvst Estate be diauibwed to hcF the iaonrc not so diatrrowed cltall be added to the peincipal of lhe'I'rust Bsute. Trustee is d'trsnW to Jisbnns income and principal from tittle to rime in wl•,atever maoeer and ro whomever Settto~ may in wcitieg diroet, m long ea abe remains mea:dly canporout. If Merjede M. Eipps ahaJi bt~ane incompemnt, in such case the Trvtua is diroctW to disburse income and ptineipel for the coo and benefit of Marjorie M. Kipps. ~ ~~ S1P.CQ.~[ll: Upon the death o! ~ he said Sadler, Merjork M. Klpps, the Trust Esnte ss then eomtinrta4 shall be rouined by saitl 7:.utee end in the event the PrWate &tate of Settlor shall Ne wu(fnient to pri specilk begtresu contained iu Sealor'a Lot Will and Talament utd the just debts of Scales plus [tre maaonable rdminisL-aline expenses and funeral expewes of Sadw I ioehrdipginheritattee,iranaferartdsttccussiontueswhiohrnaybopayableonatxoumofSenlor's dalh anciudieg inteteee nml paultira Ih;;rsoe. to the catcm tbetScttlor's Probsh Estate is unabk m i pay the was such expuuea shag be paid from_th: Trust Ferule amt the baLrux of the Trust 8state aIWI be tlktdbutod as f~liuwa: e) Tla: sum o[ S10,G•.:dd0 w Sutlw'a son, Ronald W. Kipps, his heirs and auigas, provided he shall wrvive Seui•rr; b) The sum of gl0,Ula1.0U to Sdtbry daughter, Beverly Reber, her heirs and wigns, provided she shall wrvive Se!~Iw; , e) TDe sum of SlQuoo.on to Set0orY gnodaon, Howud Raymond Y.igk 1; Reber. his heirs sad assigtu, provided Iw shall survive Setdw; and d) All of the rear, rosiJue uW ramainderof the Trust Hsteteshall ba retainedby ' Financial Trust Services Company and its sueceuoro, Ona West High Street, Culisk, Penwylvania, io trvsy and the ineom. wising ihanfrom shall be paid at leaf amuatly in equal j •nrounU to 3ettlw'a son, Ronald W. ICipps; Settkr'a daughter, Hevctly Reber; and S%tdw's grandson, Howard Raymond Veigle ir.abec When any of s:id three incemn beneficiaries is Mcseaed before rho unninationot rWa': iwt, tlieo dre iarnmewhkh would have been paid t0 such I decaaed beneficiary aheil be paid ro the legitirwte issoe of said beneficiary, as herdnafter defined, I per nlrpu, and if them be ao such Iegitiroate issue the same shall be inked equdlyto the share or I shares of the other named income henefieiaries until the termination of the Trust u hutulaEter provided. i Tire Tust ehdl tuminero twenty (20) yeas after the last to die of SetUor'a son, Rareld i W, Kipper, end Settkr'a tkughtu, Heverly Reber, and Settlor'a gnndaon, Howard Rsyi'twrtd Viigle Reber, end theprineijal therao[ shall tx divldedegtally per capinamong such of Senltu't grandthildnn W shill be Rviag u II+; date of such tmnlnstion, but should .ny gntrdchlld of Senior 6e thur dxawed and have lc.. fegithrate iww living st the time of such termination, Ihm the anrorerl which ettc6 deceued gmdchild would have received shall be puiJ to Ua Igldmue issue of wch grandchild, at hareitaRer defined. per etirpes. The meaning of '7egidrmte Issue" as uwd above tlrall be limited to a child or children bom or s timakdeseeodent of Senior whether legitvrwe or not, and shell be 1urvted to a child or ehilhea beru m s male desesndont of tS. enlor where ilia father of such chiid or childen it rtrsrrkd b Ure mothereitlar before or after dtabirth of thessid clvld or childree. In any nse the naaaing of "Cldld" or "children"or "kgttittuaeiuud' caused si»ve shall NOT include My Wopted chiid or children. T1i1$R: Tnatee sMR be p'~Id Its wnual eotnlxnsadon for its cervlew In accordance wiN iv seheduk o[ Jew w from time re tune wtsblitrhed. This cotttpetustlon shall he paid Gvrn income and stall be dte wk eonrperaadon of Tmuee who shall receive no further compcnsetioo on tho terminationof dre Trust 8ata~c, except ouch competuavon to which it my be cetidcd u part of the expenses of dminlstrauon r~- :Glint s Ectaa. FOOR'! J;: Iris to be notul ! Irat Sertlorrceogniressnd ituentlt the[ her grandson, Howam R.ymwd veigk Reber, may receive s greawr dutrihruioq of income than other graadchildreu sins he is directly named u w itraotw betafieiary and may alw b amitkd to racsive, if he atuvivea Iva -- mWhcr, Beverly IZ.bcr, all or some of stn: ahnre of income whkh wu being psl0 to tar. IN WITNE88 WHBRBOI~', Senior and TruNee have azecutadthls Schedule "B" this 1'~ihisy of lahuary, 1998. A1J1'lIEN77CA'rHb $Y S$TILOP.: AUTHBNTICATBA HY TRUSTBE: PWANClAL TRUST SBRV ICPS COMPANY ficwd,.;.~,M t;.:.z.a~y By:. (ssAL) ' M. l~Gt'ppppes ' Ja F. Burke Social SecurityNo.: 234.26.2988 PmsidenUCEO COMMONWEALTH OP PENNS 1'4VANYl COUNTY OPCUMBPRLAND ss: On this, the ~Jd day of January, 1998, baforo ms, the subscriber, s Naary Public in and fnr acrd C.nmraretwnelthsnd Cmmtp, tame the sboveroamedMarjorieM. Iiippa. widow. the perwn whow neroa is subscribed to the within 4a-rnment, and wkttowledged the above ladentare i of Tnrt ro 6e hm set and deed, aril desired tlu same might be recorded as such. W ITNBSS my land and trotarisl teal the day and year aforesaid. lI.-••.~ ~ c~.u-e ~~~ ~N ~ soar rtw,y vwwc car c~'e,m"r~0i~c,e,a.a.w ra.E arsvar ataa aa, a~ot Glenda Farner Strasbaugh Register of Wills and Clerk of Orphans' Court Marjorie A. Wevodau First Deputy Kirk S. Sohonage, Esq Solicitor Register of Wills and Clerk of the Orphans' Court County of Cumberland One Courthouse Square Carlisle, PA 17013 (717) 240-6345 FAX (717)240-7797 INVOICE Bill To: ROBERT G FREY, ESQ 5 SOUTH HANOVER ST InvoiceNo: 422 Invoice Date: 6/24/2005 Estate of: MARTORIE M KIPPS Estate No: 21-04-0120 JA CARLISLE, PA 17013 Qty Fee Description Fee Total 1 Additional Probate 70.00 $70.00 Total: $70.00 Checks should be made payable to the Register of Wills. Terms: Net 30. Please return one copy of this invoice with your payment. Thank you. COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG, PA 1 7 1 26-0601 RECEIVED FROM: PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT NO. CD 005415 FREY ROBERT G 5 S HANOVER STREET CARLISLE, PA 17013 fold ESTATE INFORMATION: ssN: 234-26-9ss8 FILE NUMBER: 2104-0120 DECEDENT NAME: KIPPS MARJORIE M DATE OF PAYMENT: 06/09/2005 POSTMARK DATE: 06/09/2005 couNTY: CUMBERLAND DATE OF DEATH: 01 / 1 9/2004 REMARKS: CHECK#162 SEAL ACN ASSESSMENT AMOUNT CONTROL NUMBER 101 ~ $2,297.00 TOTAL AMOUNT PAID: INITIALS: JA REV-1162 EX111-961 52,297.00 RECEIVED BY: GLENDA EARNER STRASBAUGH REGISTER OF WILLS REGISTER OF WILLS COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE Cr..~!rC r~ NOTICE OF INHERITANCE TAX BUREAU OF INDIVIDU®C!~~ ,4` ,;! APPRAISEMENT, ALLONANCE OR DISALLONANCE iNVERIUN[E TAX OIVISI~ANN-rJ ~,.,~,. _, ,, ~,<~ OF DEDUCTIONS AND ASSESSMENT OF TAX PO EO% 280601 < (''~- ~ _ RARRI580R6 Pp 1712E-0601 ~~"~-- -" _ ^~ eEs^ R P' ~,. 24 (('~ r"_~=~~ ~_ RDBERT GrF12EY FREY ETAC 5 S HANOVER ST CARLISLE PA 17013 REY-1547 EX AFP (06-051 DATE 08-22-2005 ESTATE OF KIPPS MARJORIE M DATE OF DEATH 01-19-2004 FILE NUMBER 21 04-0120 COUNTY CUMBERLAND ACN 101 APPEAL DATE: 10-21-2005 (See reverse side under Objections) Amount Remitted MAKE CHECK PAYABLE AND REMIT PAYMENT T0: REGISTER OF WILLS CUMBERLAND CO CDURT HOUSE CARLISLE, PA 17013 CUT ALONG THIS LINE -i __RETAIN_LONER_PORTION-FOR_YOUR RECORDS (--~ REV-1547 EX AFP [03-051 NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF KIPPS MARJORIE M FILE N0. 21 04-0120 ACN 101 DATE OB-22-2005 TAX RETURN WAS: (X) ACCEPTED AS FILED ( )CHANGED 4ISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. Rsnl Estate (SCMdule A) 2. Stocks and Bonds (Schedule B) 3. Closely Held Stook/Partnership Interest [Schedule C) 4. Mortgeges/Notss Receivable [Schedule D) 5. Cash/Bank Depoaits/Mise. Personal Property (Schedule E) 6. Jointly ORrwd Property [Schedule F) 7. Transfers (Schedule W B. Total Assets (1) 149,500.00 NOTE: To insuro proper (2) 20,000.00 credit to your account, 00 subeit tM upper portion (3) of 4his Porn with your (4) .00 4ax paynen4. (5) 461.914.00 (E) .00 (7) .00 (g) 631,414.00 APPROVED DEDUCTIONS AND EXEMPTIONS: 32,034 .00 9. Funeral Expanses/Ado. Goats/[lisc. Expanses (Sehadule H) (9) 10. Dabts/Mortgage Liabilities/Lisns (ScheduL D (30) .00 11. Total Deductions (11) 32.034.00 12. Ne4 Valw of Tex Return (12) 599,380.00 13. Charitable/Govern•sntal Bequests; Non-elected 9113 Trusts [Sd(edula J) [13) •DO Tax t t t S bi E t (14) 599,380.00 14. ec o s a e u Net Value of NOTE: If an assessnerrt was issued previously, Sines 14, 15 andior 16, 17, 18 and 19 rill refloat figures that include the total of ALL returns assessed to date. ASSESSMENT OF TAX: 00 00 .00 15. Aaount of Line 14 a4 Spousal rate 115) • = X 16. Mount of Lina 14 taxable at Lineal/Class A rate [16) 599,380.00 X 045 . 26,972.00 17. Mount of Lins 14 at Sibling reb [17) • 00 g 12 • 00 18. Moun4 of Lino 14 4axabla st Collateral/Class B rate (18) •00 X 15 = .00 19 l T x Dw P i i (19)= 26,972.00 . r nc pa a DATE NUMBER INTEREST/PEN PAID (-) ~~( PAID 04-19-2004 CD003845 1,236.84 23,500.00 06-09-2005 CD005415 61.84- 2,297.00 BALANCE OF UNPAID INTEREST/PENALTY AS OF 06-10-2005 TOTAL TAX CREDIT 26,972.00 BALANCE OF TAX DUE .00 INTEREST AND PEN. 5.10 TOTAL DUE 5.10 ^ IF PAID AFTER DATE INDICATED, SEE REVERSE ( IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REWIRED. FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A ^CREDIT^ (CR), YOU MAY BE WE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.) Cumberland County - Register Of Wills One Courthouse Square , Carlisle, PA 17013 Phone:(717) 240-6345 Date: 12/16/2005 FREY ROBERT G 5 S HANOVER STREET CARLISLE, PA 17013-3385 RE: Estate of KIPPS MARJORIE M File Number: 2004-00120 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. NO. As per the AMENDMENTS TO SUPREME forRdeOcedentsldyingTonUorsafter 103 SUPREME COURT RULES DOCKET NO. 1, within two July 1, 1992, the personal representative or his counsel, (2) years of the decedent's deeted orauncompletedhadministratonaf Wills a Status Report of compl This filing is due by: 1/19/2006 Your prompt attention to this matter will be appreciated. Thank You. cc: File t-~i~vnal RepreScii Judge Sincerely, GLENDA EARNER STRASBAUGH REGISTER OF WILLS J~ ~. 1. { off' ~~' "TT 1 /1__ n !; ~a~;` ~l~A~~~.~,~.!1" ~tl~!L ~YN 1:LuJ' tiJ+A ~i,.~i,l!lihilui/~ li Ac:itiicu~I. ~s.~~iv¢::~!~~L,j~ ~~~~ ~- ASnTAgTUS REPORT Ui~1DER RULE }6,12 Name of Decedent: V v , W~ ~ a f ~ ~ ~ . T1 , ~f0 S Date of Death: ---~~~ -~ G./' 1 Z ~ Estate No.: `' ~ _ `' ~ ~ 1 z- rJ 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 tha the administration will be complete: ~ ~ ~,,,.1~ ~ 3 ~ 2 ° ~ ~ 3. Ii the answer to No. 1 is Yes, state the following: a. Did the personal representative file a final account with the Court? Yes f ] No II 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 pa:-ties in interest? Yes n No c. Copies of receipts, releases, joinders and approval of formal or informal accounts may be filed with the Clerlc of the Orphans' Court and maybe attached to this report. _ Date: !~e~~--~ e.~ 3o Z.oQs- ,-=J, Signature Name Address C v.~- ~ . S ('~ ~ rl r ! ~ a J 'z-Y3 ^ s 8"~~' ~'Ples~2~nnP RTn r--`---~ n, j ~; ~ ` ~~. v4fiavily: ~ i~~+iJVrlai e'tireSGiit2,.i'd~ "~_~^sel r~_ e-sc-al .epresentative ~~ COURT OF CQMMOSL._~'ZEAS_S~F _CUN,~IB~~L_AND ~ COUNTY, PENNSYLVANIA ORPHANS' COURT DIVISION NO . c~ I - C:~4 - (? ! ~ C~ MARJORIE H. KIPPS TRUST FIRST AND PARTIAL ACCOUNT OF Manufacturers and Traders Trust Co., Trustee { Successor by Merger to Financial Trust Services Company ) Date of Death: January 19, 2004 Date of Trust: January 13, 1998 Accounting for the Period: January 14, 1998 to January 31, 2004 Purpose of Account: Manufacturers and Traders Trust Co., Trustee, offers this account to acquaint interested parties with the transactions that have occurred during this administration. It is important that the account be carefully examined. Requests for additional information or questions or objections can be discussed with: John Sch~l 1, Yi ce Pepsi dent and Trust Officer Manufacturers and Traders Trust Co. 55 S. Main Street Chambersburg, PA 17201 717/261-2813 ~~ j ~ ~~ ,.: a ~ ~..~ ~i , . ~ ~, .. ' s r e ~ SUMMARY OF ACCOUNT i Marjorie H. Kipps Trust For Period of 01/14/1998 through 01/31 /2004 Fiduciary Current Acquisition Page ------ Value ------- Value ----------- Proposed Distributions 0.00 0.00 t o Beneficiaries --__----_----- -_ --= - --- PRINCIPAL Receipts: Fer Inventory Filed 1-4 308,689.32 Subseq Frn Receipts 178,761.52 Net Gain (or Loss) on Sales 5-6 (891.54) or Other Disposition - -------------- 486,559.30 Less Disbursements: General Disbursements 7 26,923.00 Fees and Commissions 7 2,820.69 29,743.69 Balance before Distributions --------------- - -------------- 456,815.61 Distributions to Beneficiaries 8-9 60,719.36 Principal Balance on Hand 10 - -------------- 396,096.25 For Information Investments Made 11-12 Changes in Investment Holdings 13-17 INCOME Receipts: This Account 18-26 175,486.91 Net Gain (or Loss) on Sales 0.00 or Other Disposition - -------------- 175,486.91 Less Disbursements 27-33 175,486.91 Balance Before Distribution 0.00 Distributions to Beneficiaries 0.00 Income Balance on Hand - -------------- 0.00 For Information Investments Made Changes in Investment Holdings COMBINED BALANCE ON HAND 396,096.25 SCHEDULE OF PROPOSED DISTRIBUTION 34 SCHEDULE A RECEIPTS OF PRINCIPAL CASH: 01/28/98 CoreStates Cert. of Dep. 48,151.49 ~~43153576218 3.20y due 3/13/98 01/28/98 Financial Trust Cert. of Dep. 66,084.39 ~~97999 5% due 5/26/98 01/14/98 Marjorie H. Kipps - Creation 45,000.00 of account 01/16/98 Marjorie H. Kipps - FTC 30,000.00 certificate of deposit redemption 01/22/98 Miscellaneous Receipt - 109,449.44 Proceeds from sale of 5,505.505 shs Van Kampen American Capital Funds Ins. Tax Free Cl A PERSONAL PROPERTY: 01/22/98 ----------------- Connecticut General Annuity Contract ~~CGA005650 01/22/98 Jackson National Life Annuity Contract ~~0058947960 01/22/98 Jackson National Life Annuity Contract ~~0059004380 01/22/98 Kemper Life Annuity Contract ~~S005475828 Fiduciary Acquisition Value -------------- 298,685.32 1.00 1.00 1.00 1.00 4.00 -1- STOCKS/LISTED: 01/21/98 1,904.423 units Franklin PA Tax Free Income Fund 10,000.00 -------------- 10,000.00 SUBSEQUENT PRINCIPAL RECEIPTS: --- - 10/07/98 - ------------------------ Amer Sent. Ins Co. Pol. 1.00 ~~T362576, T334296, T362575, T334297 01/22/04 Goldman Sachs High Yield Fund 1,209.38 - To reflect date of death value 02/09/98 Marjorie H. Kipps - Final 8,339.77 balance from CoreStates Bank checking acct. ~~32309747 03/24/98 Marjorie H. Kipps - Proceeds 48,925.93 of CoreStates certificate of deposit maturity 02/25/03 Marjorie H. Kipps - Addition 10.35 of dividend on 23 shs MONY Group, Inc. 03/19/03 Marjorie H. Kipps - Addition 463.03 from sale of proceeds of 23 shs of MONY Group , Inc . 12/22/98 Miscellaneous Receipt - Long 1,898.18 term capital gains distribution on KeyPremier Intermediate Terrn Income Fund 12/22/98 Miscellaneous Receipt - Short 1,157.29 term capital gains distribution on KeyPremier iiLteriicdiate T~raia 7nn~me Find -2- 01/05/99 Miscellaneous Receipt - Long 26.19 term capital gains distribution on franklin PA Tax Free Income Fund 07/17/02 Miscellaneous Receipt - 20,897.23 Proceeds of M&T savings acct. ~~15004198332296 10/11/02 Miscellaneous Receipt - 20,000.00 Transfer from checking ~~8892392708 per request of Beverly Raber 06/04/03 Miscellaneous Receipt - 15,000.00 Addition from checking ~~8892392708 per Beverly Raber 11/21/03 Miscellaneous Receipt - Long 1,711.73 term capital gains distribution on MTB Intermediate Term Bond Fund 11/21/03 Miscellaneous Receipt - Short 190.02 term capital gains distribution on MTB Intermediate Term Bond Fund 10/07/98 Monumental Life Insurance Co. 1.00 Pol. ~~5085502, 5462198 01/22/04 MTB Short Term Corporate Bond 172.83 Fd . - To reflect date of death value 01/22/04 Northeast Investors Trust - To 1,101.91 reflect date of death value 10/07/98 Penn Treaty Life Insurance 1.00 Policy ~~P233786 12/26/01 Rowe's Auction Service - 5,061.00 Addition of household sale proceeds 03/26/99 Transfer Cash - From income to 20,000.00 yL ~~~..lpa~ -3- S t 08/01/00 Transfer Cash - From income to 20,000.00 principal 01/30/04 Transfer Cash - From income to 12,593.68 principal -------------- 178,761.52 TOTAL RECEIPTS OF PRINCIPAL ............... 487,450.84 -4- SCHEDULE B GAINS AND LOSSES ON SALES OR OTHER DISPOSITIONS - PRINCIPAL Gain Loss 06/03/98 Financial Trust Cert. of Dep. ~~97999 59o due 5/26/98 Net Proceeds 66,084.39 Fid. Acq. Value 66,084.39 0.00 03/29/99 1,911.800 units Franklin PA Tax Free Income Fund Net Proceeds 20,188.61 Fid. Acq. Value 10,081.51 10,107.10 08/28/03 13,636.442 units MTB Intermediate Term Bond Fund Net Proceeds 139,909.89 Fid. Acq. Value 150,714.12 ~ 10,804.23 09/26/03 14.344 units Goldman Sachs High Yield Fund Net Proceeds 110.16 Fid. Acq. Value 107.58 2.58 09/26/03 67.237 units MTB Intermediate Term Bond Fund Net Proceeds 700.61 Fid. Acq. Value 744.35 43.74 11/04/03 102.303 units Goldman Sachs High Yield Fund Net Proceeds 798.99 Fid. Acq. Value 767.27 31.72 11/04/03 351.059 units MTB Intermediate Term Bond Fund Net Proceeds 3,626.44 r.. ~ ~-- ~~-~--- ~ ~ n~ r1u. ric:ci. vdluC ~,85~.~~ ~~n i.n LG7.~-}7 -5- 11/04/03 207.475 units MTB Short Duration Gov't Bond Fund Net Proceeds 2,016.66 Fid. Acq. Value 2,014.58 2.08 11/04/03 126.397 units Northeast Investors Trust Net Proceeds 930.28 Fid. Acq. Value 888.57 41.71 11/26/03 52.976 units MTB Intermediate Term Bond Fund Net Proceeds 543.53 Fid. Acq. Value 581.87 38.34 11/26/03 1,953.572 units MTB Short Duration Gov't Bond Fund Net Proceeds 19,008.26 Fid. Acq. Value 18,969.19 39.07 - TOTAL GAINS -- AND LOSSES/PRINCIPAL........... -------------------------- 10,224.26 11,115.80 LESS LO SS ............................. 11,115.80 NET GAIN OR LOSS ........................... (891.54) -6- r ~ ~ ~ SCHEDULE C DISBURSEMENTS OF PRINCIPAL SCHEDULE C-1 GENERAL DISBURSEMENTS 01/12/99 AAA School of Trucking - 1,575.00 Tuition for CDL schooling for Howard Raber per Marjorie Kipps 04/08/99 Transfer Cash - From 5,348.00 principal to income 04/30/03 Transfer Cash - From 10,000.00 principal to income 10/07/03 Transfer Cash - From 10,000.00 principal to income -------------- TOTAL GENERAL DISBURSEMENTS ....................... ... 26,923.00 SCHEDULE C-2 FEES AND COMMISSIONS 12j14/99 -------------------- Market Value Fee - 2,820.69 Manufacturers & Traders Trust Co. - 2/13/98-12/14/99 TOTAL FEES AND COMMISSIONS ............ -------------- ......... ... 2,820.69 TOTAL DISBURSEMENTS OF PRINCIPAL ...... -------------- .............. 29,743.69 -7- r SCHEDULE D DISTRIBUTIONS OF PRINCIPAL TO BENEFICIARIES Amer Sent. Ins Co. Pol. ~~T362576, T334296, T362575, T334297 --------------------------------- Ol/31/02 Amer Sent. Ins Co. Pol. ~~T362576, T334296, T362575, T334297 CoreStates Cert. of Dep. ~~43153576218 3.20% due 3/13/98 ------------------------------------- 03/12/98 CoreStates Cert. of Dep. ~~43153576218 3.20y due 3/13/98 - To Marjorie Kipps Marjorie H. Kipps ----------------- 02/17/98 Marjorie H. Kipps - Transfer to FTC acct. ~~2677022150 per request MTB Intermediate Term Bond Fund ------------------------------- Ol/22/04 MTB Intermediate Term Bond Fund - To reflect date of death value MTB Short Duration Gov't Bond Fund ---------------------------------- V1 LG~ V'+ 111 11tJt 4 Luiat,loil Vvv 1, iavliu Fund - To reflect date of death value 1.00 48,151.49 2,000.00 10,208.28 358.59 -8- TOTAL DISTRIBUTIONS TO BENEFICIARIES...... 60,719.36 -9- PRINCIPAL BALANCE ON HAND Current Value Fiduciary Acquisition ~~ Units Description or as Noted Value MTB Prime Money Market 69,758.31 69,758.31 Connecticut General Annuity Contract 1.00 1.00 ~~CGA005650 1,950.612 Goldman Sachs High Yield Fund 15,760.94 15,838.97 Jackson National Life Annuity 1.00 1.00 Contract ~~0058947960 Jackson National Life Annuity 1.00 1.00 Contract ~~0059004380 Kemper Life Annuity Contract 1.00 1.00 ~~S005475828 Monumental Life Insurance Co. Pol. 1.00 1.00 ~~5085502, 5462198 15,607.102 MTB Intermediate Term Bond Fund 160,128.87 161,065.29 7,828.931 MTB Short Duration Gov't Bond Fund 76,097.21 76,332.08 5,760.825 MTB Short Term Corporate Bond Fd. 57,262.60 57,377.82 2,079.071 Northeast Investors Trust 15,696.99 15,717.78 Penn Treaty Life Insurance Policy 1.00 1.00 • ~~P233786 ---- - ----- - -------------- - - - - 394,710.92 - 396,096.25 -10- SCHEDULE E INVESTMENTS MADE - PRINCIPAL ~~ Units Cost 02/06/98 7.377 units Franklin PA Tax Free 81.51 Income Fund - units purchased 03/25/98 4,955.401 units KeyPremier Intermediate 50,000.00 Term Income Fund - units purchased 05/28/98 4,950.495 units KeyPremier Intermediate 50,000.00 Term Income Fund - units purchased 06/23/98 17,292.490 units KeyPremier Intermediate 175,000.00 Term Income Fund - units purchased 03/26/99 5,076.142 units Governor Intermediate 50,000.00 Term Income Fund - units purchased 08/02/00 3,089.59$ units Governor Ltd Duration 30,000.00 Gov't Securities Fund - units purchased 07/11/03 5,291.159 units Vision Ltd Duration 52,065.00 Bond Fund - units purchased 08/28/03 2,205.468 units Northeast Investors 15,504.44 Trust - units purchased 08/28/03 1,609.221 units MTB Short Duration 15,609.44 Gov't Bond Fund - units purchased 08/28/03 2,067.259 units Goldman Sachs High 15,504.44 Yield Fund - units purchased . 11/21/03 185.175 units MTB Intermediate Term 1,901.75 Bond Fund - units purchased 11/26/03 5,760.825 units MTB Short Term 57,204.99 Corp(~Jrate uoltd Fd• - lLll'1ts purchased -11- 12/29/03 26.079 units MTB Intermediate Term 268.09 Bond Fund - units purchased -12- SCHEDULE F CHANGES IN INVESTMENT HOLDINGS - PRINCIPAL Cost Amer Sent. Ins Co. Pol. ~~T362576, T334296, T362575, T334297 --------------------------------- 10/07/98 inventoried 01/31/02 distributed Connecticut General Annuity Contract ~~CGA005650 ------------------------------------ Ol/22/98 inventoried CoreStates Cert. of Dep. ~~43153576218 3.20X due 3/13/98 ------------------------------ Ol/28/98 inventoried 03/12/98 distributed Financial Trust Cert. of Dep. ~~97999 5Y due 5/26/98 ------------------------------------ 01/28/98 inventoried 06/03/98 sold ,,,,.~ Fr caiu~.i in PA TaX ire inc Ou e F.a....~. -------------------------------- Ol/21/98 1,904.423 units inventoried 1.00 (1.00) -------------- 0.00 1.00 -------------- 1.00 48,151.49 (48,151.49) -------------- 0.00 66,084.39 (66,084.39) -------------- 0.00 10,000.00 -13- 02/06/98 7.377 units purchased 81.51 03/29/99 (1,911.800)units sold (10,081.51) o.ooo o.oo Goldman S achs High Yield Fund --------- 08/28/03 -------------------- 2,067.259 units purchased 15,504.44 09f26f03 (14.344)units sold (107.58) 11/04/03 (102.303)units sold (767.27) 01/22/04 inventoried 1,209.38 1,950.612 15,838.97 Governor Intermediate Term Income Fund 02/01/99 27,198.386 units Name changed from 275,000.00 KeyPremier Intermediate Terrn Income Fd 03/26/99 5,076.142 units purchased 50,000.00 01/05/01 (32,274.528)units Merger with Vision (325,000.00) Intermediate Term Income Fund o.ooo o.oo Governor Ltd Duration Gov't Securities Fund 08f02/00 3,089.598 units purchased 30,000.00 Ol/05/Ol (3,089.598)units Merger with Vision Ltd (30,000.00) Duration US Gov't Fund 0.000 0.00 Jackson National Life Annuity Contract ~~0058947960 U1f22/98 inventoried 1.00 1.00 -14- Jackson National L i f e Annuity Contract ~~0059004380 ----------------------------- Ol/22/98 inventoried 1.00 1.00 Kemper Life Annuity Contract ~~S005475828 ---------------------------- O1/22/98 inventoried 1.00 -------------- 1.00 KeyPremier Intermediate Term Income Fund 03/25/98 4,955.401 units purchased 50,000.00 05/28/98 4,950.495 units purchased 50,000.00 06/23/98 17,292.490 units purchased 175,000.00 02/01/99 27,198.386) units Name changed to (275,000.00) Governor Intermediate Term Income Fund -------------- 0.000 -------------- 0.00 Monumental Life Insurance Co. Pol. ~~5085502, 5462198 ---------------------------------- 10/07/98 inventoried 1.00 -------------- 1.00 MTB Intermediate Term Bond Fund 08j15/03 29,503.562 units Merger with Vision 325,000.00 Intermediate Term Bond Fund 08/28/03 (i3,63b.442)units sold (150,714.12) 09/26/03 (67.237)units sold (744.35) 11/04/03 (351.059)units sold (3,855.93) -15- 11/21/03 185.175 units purchased 1,901.75 11/26/03 (52.976)units sold (581.87) 12/29/03 26.079 units purchased 268.09 01/22/04 distributed (10,208.28) 15,607.102 161,065.29 MTB Short Duration Gov't Bond Fund 08/15/03 8,380.757 units Name changed from 82,065.00 Vision Ltd Duration Gov't Bond Fd. 08/28/03 1,609.221 units purchased 15,609.44 11/04/03 (207.475)units sold (2,014.58) 11/26/03 (1,953.572)units sold (18,969.19) 01/22/04 distributed - (358.59) -------------- ------------- 7,828.931 76,332.08 MTB Short Term Corporate Bond Fd. ---------- 11/26/03 ----------------------- 5,760.825 units purchased 57,204.99 01/22/04 inventoried 172.83 -------------- -------------- 5,760.825 57,377.82 Northeast Investors Trust 08/28/03 2,205.468 units purchased 15,504.44 11/04/03 (126.397)units sold ~ (888.57) 01/22/04 inventoried --- 1,101.91 -------------- --- -------- 2,079.071 15,717.78 Penn Treaty Life Insurance Policy ~~P233786 ----------------- 10/07/98 ---------------- inventoried 1.00 l.oo -16- Vision Intermediate Term Bond Fund Ol/05/01 32,274.528 units Merger with Governor 325,000.00 Intermediate Term Income Fund 08/15/03 (32,274.528)units Merger with MTB (325,000.00) Intermediate Terrn Bond Fund -------------- -------------- 0.000 0.00 Vision Ltd Duration Bond Fund O1/05/Ol 3,089.598 units Merger with Governor 30,000.00 Ltd Duration Gov't Fund 07/11/03 5,291.159 units purchased 52,065.00 08/15/03 (8,380.757)units Name changed to MTB (82,065.00) Short Duraton Gov't Bond Fd. -------------- 0.000 -------------- 0.00 -17- SCHEDULE G RECEIPTS OF INCOME SCHEDULE G-1 DIVIDENDS Franklin PA Tax Free Income Fund 02/06/98 81.51 02/10/98 2.73 03/02/98 81.83 03/26/98 79.91 04/29/98 80.49 05/28/98 80.49 07/27/98 80.30 07/27/98 80.49 09/28/98 78.38 10/26/98 78.57 11/24/98 78.57 01/05/99 76.66 02/01/99 76.66 02/22/99 76.66 03/22/99 74.37 04/07/99 Dividend adjustment 17.96 -------------- Goldman Sachs High Yield Fund ----------------------------- 09/29/03 14.52 10/08/03 112.35 11/10/03 117.18 12/05/03 111.65 01/07/04 111.29 -------------- Governor Intermediate Term Income Fund -------------------------------------- 03/O1/99 1,201.35 04/01/99 1,777.36 05/03/99 1,549.18 06/01/99 1,437.18 07/01/99 1,631.15 08/02/99 1,511.74 09/01/99 1,549.18 10/01/99 1;4$9 ~ 79 11/01/99 1,525.62 12/01/99 1,661.82 1,125.58 466.99 -18- 01/03/00 02/01/00 03/01/00 04/03/00 05/01/00 06/01/00 07/03/00 08/01/00 09/01/00 10/02/00 11/Ol/00 12/01/00 01/02/01 Governor Ltd Duration Gov't Securities Fund -------------------------------------- 09/Ol/00 10/02/00 11/Ol/00 12/01/00 01/02/01 KeyPremier Intermediate Term Income Fund ----------------------------------- 04/Ol/98 05/01/98 06/01/98 07/01/98 08/03/98 09/01/98 10/01/98 11/02/98 12/01/98 01/04/99 02/01/99 MTB Intermediate Term Bond Fund ------------------------------- 09/04/03 10/01/03 11/05/03 ~ ~ in ~ in ~ 1L~ V1~ V.J 01/02/04 1,774.45 1,546.92 1,539.49 1,729.27 1,521.10 1,817.70 1,624.05 1,602.11 1,778.00 1,562.09 1,747.67 1,558.86 1,633.74 -------------- 165.39 144.69 161.56 150.00 158.43 -------------- 253.22 252.28 483.90 1,447.50 1,407.79 1,407.24 1,398.00 1,368.08 1,349.86 1,337.b2 1,254.66 475.79 563.71 572.77 572.91 617.79 -------------- 36,769.82 780.07 11,960.15 2,802.97 -19- MTB Short Duration Gov't Bond Fund 09/02/03 10/01/03 11/03/03 12/01/03 01/02/04 MTB Short Term Corporate Bond Fd. --------------------------------- 12/Ol/03 01/02/04 Northeast Investors Trust ------------------------- 11/25/03 01/08/04 Vision Intermediate Terrn Bond Fund ---------------------------------- Ol/31/Ol 02/28/01 04/02/01 05/01/01 06/01/01 07/02/01 08/01/01 09/04/01 10/05/01 11/06/01 12/04/01 12/14/01 01/02/02 02/04/02 03/01/02 04/01/02 05/01/02 06/03/02 07/01/02 08/01/02 09/03/02 10/01/02 11/01/02 12/02/02 01/02/03 02/03/03 -20- 87.60 207.18 212.94 185.85 143.53 -------------- 16.36 95.34 -------------- 374.23 41.58 -------------- 1,452.35 1,484.63 1,554.02 1,503.33 1,504.75 1,452.48 1,504.73 1,492.86 1,481.66 1,471.06 1,447.79 49..04 1,419.75 1,413.17 1,384.65 1,378.75 1,382.95 1,401.40 1,396.06 1,384.78 1,374.90 1,349.52 1,330.25 1,291.87 1,291.12 1,306.94 837.10 111.70 415.81 03/03/03 1,302.01 04/01/03 1,301.04 05/01/03 1,256.31 06/02/03 1,258.25 07/02/03 1,320.77 08/01/03 1,271.64 08/15/03 721.94 -------------- 43,936.77 Vision Ltd Duration Bond Fund ----------------------------- Ol/31/O1 135.94 02/28/01 142.12 04/02/01 162.27 05/01/01 157.01 06/01/01 160.16 07/02/01 158.02 08/01/01 154.74 09/04/01 157.71 10/05/01 154.87 11/06/01 154.78 12/03/01 146.46 01/02/02 143.74 02/04/02 138.78 03/01/02 134.99 04/01/02 137.40 05/01/02 132.09 06/03/02 123.01 07/01/02 114.66 08/01/02 115.17 09/03/02 115.84 10/01/02 118.77 11/01/02 117.17 12/02/02 115.62 01/02/03 112.23 02/03/03 109.05 03/03/03 105.90 04/01/03 105.23 05/01/03 98.94 06/02/03 95.57 07/02/03 76.58 08/01/03 165.28 09/02/03 114.21 -------------- 4,174.31 -------------- `T'D~~I. nT~~Tn~rm T~Trnwr~ .......... ....... 1 .2 1 L1 ZLLl\L 1t vVt1L. . . . 03 , 3v1 7 -21- SCHEDULE G-2 INTEREST Financial Trust Cert. of Dep. ~~97999 5% due 5/26/98 --------------------------------------- 04/03/98 1,095.37 04/28/98 271.58 05/28/98 280.63 -------------- Governor Prime Money Market --------------------------- 03/O1/99 103.68 03/01/99 64.74 04/01/99 107.32 04/01/99 68.73 05/03/99 60.22 05/03/99 6.93 06/01/99 56.01 06/01/99 13.34 07/01/99 54.08 07/01/99 15.31 08/02/99 57.46 08/02/99 20.98 09/01/99 25.65 09/01/99 58.80 10/01/99 57.97 10/01/99 27.84 11/01/99 62.21 11/01/99 35.20 12/01/99 62.31 12/01/99 42.00 01/03/00 65.67 01/03/00 50.87 02/01/00 65.11 02/01/00 51.85 03/01/00 60.97 03/01/00 54.18 04/03/00 64.63 04/03/00 66.32 OS/O1/00 65.39 OS/O1/00 68.55 06/01/00 69.70 06/01/00 80.36 07 ins inn V J~ V V 71' . 1 (1 07/03/00 90.14 08/01/00 74.10 1,647.58 -22- 08/01/00 101.56 09/01/00 22.80 09/01/00 9.82 10/02/00 21.50 10/02/00 13.67 11/01/00 22.03 11/Ol/00 21.73 12/01/00 20.78 12/01/00 29.17 01/02/01 21.09 01/02/01 36.98 02/01/01 9.46 02/01/01 4.55 -------------- KeyPremier Prime Money Market ----------------------------- 02/02/98 302.36 03/02/98 750.56 03/02/98 1.28 04/01/98 846.69 04/01/98 4.87 05/01/98 790.71 05/01/98 13.16 06/01/98 19.96 06/01/98 795.14 07/01/98 630.06 07/01/98 25.93 08/03/98 35.39 08/03/98 128.54 09/01/98 128.68 09/01/98 42.31 10/01/98 124.97 10/01/98 48.04 11/02/98 124.24 11/02/98 54.64 12/01/98 115.67 12/01/98 57.01 01/04/99 121.16 01/04/99 64.55 02/01/99 122.70 02/01/99 68.42 -------------- MTB Prime Money Market ---------------------- v9/v2/03 ~ o0 ~.oo 09/02/03 8.55 10/01/03 5.55 2,334.86 5,417.04 -23- 10/01/03 55.57 11/03/03 7.99 11/03/03 50.11 12/01/03 7.88 12/01/03 47.34 01/02/04 6.23 01/02/04 31.08 -------------- Vision Institutional Prime Money Market --------------------------------------- 02/Ol/O1 15.14 02/01/01 32.01 03/01/01 16.67 03/01/01 41.24 04/03/01 17.70 04/03/01 46.04 05/01/01 16.13 05/01/01 44.91 06/01/01 15.39 06/01/01 46.80 07/02/01 13.49 07/02/01 44.45 08/01/01 47.25 08/01/01 13.03 09/04/01 48.11 09/04/01 12.15 10/02/01 10.80 10/02/01 44.20 11/O1/Ol 9.80 11/O1/Ol 42.92 12/03/01 7.48 12/03/01 35.72 01/02/02 7.96 01/02/02 29.16 02/01/02 21.01 02/01/02 13.22 03/01/02 11.20 03/01/02 17.82 04/01/02 20.71 04/01/02 11.91 05/01/02 21.29 05/01/02 11.32 06/03/02 11.62 06/03/02 23.35 07/01/02 23.49 n~ n~ ins V //V1~ VG 11.19 08/01/02 25.92 08/01/02 23.58 224.18 -24- 09/03/02 28.33 09/03/02 35.88 10/01/02 23.73 10/01/02 34.23 11/01/02 20.59 11/01/02 50.77 12/02/02 48.63 12/02/02 16.80 01/02/03 13.32 01/02/03 43.57 02/03/03 10.57 02/03/03 41.38 03/03/03 8.49 03/03/03 36.32 04/01/03 38.47 04/01/03 7.37 05/01/03 5.75 05/01/03 36.27 06/02/03 10.48 06/02/03 27.71 07/01/03 33.01 07/01/03 8.71 08/01/03 7.39 08/01/03 10.98 09/02/03 3.10 09/02/03 0.95 -------------- 1,508.98 -------------- TOTAL INTEREST INCOME ..................... 11,132.64 SCHEDULE G-3 OTHER INCOME JFC Career Development Center 06/19/03 Refund of tuition paid for 1,425.00 Howard Raber Penn Treaty Nursing Horne Insurance ---------------------------------- 07/25/02 Medical reimbursement 1,800.00 08/28/02 Medical reimbursement 1,860.00 09/24/02 Medical rein burse:^Ent ? , 860 , 00 10/23/02 Medical reimbursement 1,800.00 11/20/02 Medical reimbursement 1,860.00 -25- 12/20/02 Medical reimbursement 01/21/03 Medical reimbursement 02/19/03 Medical reimbursement 03/17/03 Medical reimbursement 04/21/03 Medical reimbursement 05/27/03 Medical reimbursement 06/25/03 Medical reimbursement 07/16/03 Medical reimbursement 08/13/03 Medical reimbursement 09/12/03 Medical reimbursement 10/17/03 Medical reimbursement 11/14/03 Medical reimbursement 12/15/03 Medical reimbursement 01/15/04 Medical reimbursement Transfer Cash 04/08/99 From principal to income 04/30/03 From pr incipal to income 10/07/03 From pr incipal to income United States Treasury ---------------------- 05/13/02 Income tax refund 1,800.00 1,860.00 1,860.00 1,680.00 1,860.00 1,800.00 1,860.00 1,800.00 1,860.00 1,860.00 1,800.00 1,860.00 1,500.00 1,320.00 -------------- 33,900.00 5,348.00 10,000.00 10,000.00 -------------- 25,348.00 300.00 -------------- TOTAL OTHER INCOME ........................ 60,973.00 TOTAL RECEIPTS OF INCOME .................. 175,486.91 -26- SCHEDULE I DISBURSEMENTS OF INCOME 03/11/99 Howard Raber - CDL permits & 93.00 fee reimbursement 03/26/99 Transfer Cash - From income 20,000.00 to principal 03/29/99 Miscellaneous Disbursement - 197.74 Sales charge on redemption of class C shs Franklin PA Tex Fee Income Fund 04/08/99 Frey & Tiley - Tax 200.00 preparation fee for Marjorie Kipps 04/08/99 Internal Revenue Service - 3,532.00 Balance due 1040-U 04/08/99 Internal Revenue Service - 1,200.00 Estimated income tax 04/08/99 Pennsylvania Department of 326.00 Revenue - Balance due PA-40 04/08/99 Pennsylvania Department of 90.00 Revenue - Estimated personal income tax 06/09/99 Pennsylvania Department of 90.00 Revenue - 2nd quarter 1999 estimated income tax 06/09/99 United States Treasury - 2nd 1,200.00 quarter 1999 estimated income tax 07/27/99 United States Treasury - 563.24 Additional income tax for 1999 form 1040 09/03/99 Pennsylvania Department of 90.00 Revenue - 3rd quarter 1999 estimated personal inco:::e tax -27- 09/03/99 United States Treasury - 3rd 1,200.00 quarter 1999 estimated personal income tax 01/03/00 Pennsylvania Department of 90.00 Revenue - 4th quarter 1999 estimated personal income tax 01/03/00 United States Treasury - 4th 1,200.00 quarter 1999 estimated personal income tax 03/23/00 Pennsylvania Department of 140.00 Revenue - 1st quarter 2000 estimated income tax 03/23/00 Pennsylvania Department of 196.00 Revenue - Balance 1999 personal income tax 03/29/00 Frey & Tiley - 1999 income 200.00 tax returns 06/01/00 Pennsylvania Department of 140.00 Revenue - 2nd quarter 2000 estimated income tax 08/01/00 Transfer Cash - From income 20,000.00 to principal 08/03/00 Heritage Med Grp Lab - 54.00 Medical expense 08/04/00 Comcast Cable - Television 28.37 cable expense 08/04/00 UGI Corp. - Gas utility 49.00 service 08/21/00 Pennsylvania Department of 140.00 Revenue - 3rd quarter 2000 estimated income tax 11/Ol/00 Frey & Tiley - Response to 25.00 PA Dept. of Revenue 1999 erroneous claim -28- 12/19/00 Pennsylvania Department of Revenue - 4th quarter 2000 estimated income tax 03/14/01 Frey & Tiley - Preparation of 2000 income tax returns 03/14/01 Pennsylvania Department of Revenue - 1st quarter 2001 estimated inc orne tax 03/14/O1 United States Treasury - Balance 2000 income tax form 1040 03/14/01 United States Treasury - 1st quarter 2001 estimated income tax OS/16/O1 Pennsylvania Department of Revenue - 2nd quarter 2001 estimated income tax 05/16/01 United States Treasury - 2nd quarter 2001 estimated income tax 08/24/01 Pennsylvania Department of Revenue - 3rd quarter 2001 estimated income tax 08/24/01 United States Treasury - 3rd quarter 2001 estimated income tax 12/14/01 Pennsylvania Department of Revenue - 4th quarter 2001 estimated income tax 12/14/01 United States Treasury - 4th quarter 2001 estimated income tax 12/18/01 JFC Career Development Center - Education expense for Howard Raber 140.00 200.00 53.00 587.00 750.00 140.00 750.00 140.00 750.00 140.00 750.00 5,000.00 -29- r • r ~ 1 01/09/02 Circuit City - Purchase 3,004.99 computer & accessories for Howard Raber 01/23/02 JFC Career Development Center 700.00 - Balance of education expenses for Howard Raber 03/27/02 Beverly Raber - 157.94 Reimbursement for mattress purchased for Marjorie 05/21/02 Pennsylvania Department of 140.00 Revenue - 2nd quarter estimated income tax 05/21/02 United States Treasury - 2nd 700.00 quarter estimated income tax 08/16/02 Pennsylvania Department of 140.00 Revenue - 3rd quarter estimated income tax 08/16/02 United States Treasury - 3rd 700.00 quarter estimated income tax 09/11/02 Continuing Care RX - 83.79 Prescription drug expense 09/11/02 Perry Village - Nursing home 8,533.61 expense 10/07/02 Perry Village - Nursing home 4,429.00 expense 10/08/02 Continuing Care RX - 70.25 Prescription drug expense 11/12/02 Continuing Care RX - 74.15 Prescription drug expense 11/12/02 Perry Village - Nursing home 4,290.88 expense 12/12/02 Continuing Care RX - 56.15 Prescription drug expense -30- .- ~ ~ 12/12/02 Pennsylvania Department of 140.00 Revenue - 4th quarter estimated income tax 12/12/02 Perry Village - Nursing home 4,476.25 expense 12/12/02 United States Treasury - 4th 700.00 quarter estimated income tax 01/09/03 Perry Village - Nursing home 4,745.20 expense 01/10/03 Continuing Care RX - 66.75 Prescription drug expense 02/10/03 Perry Village - Nursing home 4,254.25 expense 02/11/03 Continuing Care RX - 74.70 Prescription drug expense 03/07/03 Perry Village - Nursing home 4,712.50 expense 03/13/03 Continuing Care RX - 60.75 Prescription drug expense 04/07/03 Continuing Care RX - 118.43 Prescription drug expense 04/07/03 Perry Village - Nursing home 4,653.50 expense 04/10/03 Pennsylvania Department of 102.00 Revenue - 1st quarter 2003 estimated income tax 05/07/03 Continuing Care RX - 84.89 Prescription drug expense 05/08/03 Perry Village - Nursing home 4,861.00 expense 05/28/03 Pennsylvania Department of 140.00 Revenue - 2nd quarter 2003 eCtimater~ inc^T~° t~v -31- ,~ ~ ~ 1 i 06/09/03 Perry Village - Nursing home 4,b54.80 expense 06/11/03 Continuing Care RX - 130.50 Prescription drug expense 07/09/03 Perry Village - Nursing home 4,861.00 expense 07/11/03 Continuing Care RX - 85.75 Prescription drug expense 08/06/03 Continuing Care RX - 83.45 Prescription drug expense 08/07/03 Perry Village - Nursing home 5,029.58 expense 08/15/03 Pennsylvania Department of 140.00 Revenue - 3rd quarter 2003 estimated income tax 08/15/03 United States Treasury - 3rd 30.00 quarter 2003 estimated income tax 09/09/03 Perry Village - Nursing home 5,099.46 expense 09/11/03 Continuing Care RX - 74.05 Prescription drug expense 10/07/03 Perry Village - Nursing home 5,200.32 expense 10/08/03 Continuing Care RX - 123.40 Prescription drug expense 11/10/03 Continuing Care RX - 101.45 Prescription drug expense 11/10/03 Perry Village - Nursing home 4,596.63 expense 12/03/03 Pennsylvania Department of 140.00 arter 2003 Revenue - 4th qu ~. } ~ es tiles ated In c~il/e 1. all -32- t .. 12/03/03 United States Treasury - 4th 250.00 quarter 2003 estimated income tax 12/08/03 Perry Village - Nursing home 4,888.52 expense 12/11/03 Continuing Care RX - 111.29 Prescription drug expense 12/16/03 West Shore EMS-Perry County - 515.31 Paramedic services 01/13/04 Continuing Care RX - 205.87 Prescription drug expense 01/15/04 Management Fee - 61.46 Manufacturers & Traders Trust Co. - 11/17/04-1/15/04 01/15/04 Market Value Fee - 13,795.06 Manufacturers & Traders Trust Co. - 2/13/98-1/15/04 01/30/04 Transfer Cash - From income 12,593.68 to principal TOTAL DISBURSEMENTS OF INCOME -------------- .................. 175,48b.91 -33- ,~ 4 1 1 SCHEDULE OF PROPOSED DISTRIBUTION MARJORIE H. KIPPS, TRUST AS OF JANUARY 31, 2004 Current value or as Noted Combined Principal and Income Balance On Hand, to be retained in further Trust, and to be distributed per Schedule B, "Plan of Distribution of Trust Estate", Item SECOND $ 394,710.92 Fiduciary Acquisition Value $ 396,096.25 MANUFACTURERS AND TRADERS TRUST CO. TRUSTEE (Successor by Merger to Financial Trust Services Company) By: John Schall Vice President and Trust Officer -34- ~ s r • AFFIDAVIT John Schall, Vice President and Trust Officer of Manufacturers and Traders Trust Company, successor by merger to Financial Trust Services Company, Trustee under Indenture of Trust dated January 13, 1998, by Marjorie H. Kipps, deceased January 19, 2004, hereby declares under oath that the Trustee has fully and faithfully discharged the duties of its office; that the foregoing First and Partial Account is true and correct and fully discloses all significant transactions occurring during the account period; that all known claims against the Trust have been paid in full during the account period; that, to its knowledge, there are no claims now outstanding against the Trust during the account period; and that all fiduciary taxes have been paid during the account period. Manufacturers and Traders Trust Company ( Successor by merger to Financial Trust Services Company ) /~ By: 6 (Seal) John Schall Vice President and Trust Officer Subscribed and sworn to before me this l~ day of fl, ~' ~ m~ ~l' , 2005. • ~ ,. Notary Public ~~,, .....~ COMMONWEALTH OF PENNSYLVANIA Notarial Seal Vickie L. Bonitz, Notary Public Chambersburg Bono, Franklin County My Commission F~cpires Uct. 29, 2.909 Member, Pennsylvania Association of Notaries 4 ° ~~' ~~~~~~ ~~~~~~~ s~ ~~ g~a~~ ~a~B~ g .^~ hr Q~fi~~~ First and 1 Account of Robert G. Frey, Executor of the Last Will and Testament of Marjorie M. Kipps Late of the Borough of Camp Hill, Cumberland County, Pennsylvania DATE OF DEATH: ~..~~ ~ ~ ~ ~~ ``~'~ ~~ 52 ""'`~'~ January 19, 2004 \ ~ ~ (_ ,~,,,~ So ~ ~~,Q ;~~Y i~ ~~ i~~ zGC> ACCOUNTANT IS CHARGED WITH THE AMOUNTS OF PRINCIPAL AND INTEREST RECEIVED AND CLAIMS CREDIT FOR THE DISBURSEMENTS MADE AS STATED BELOW: PRINCIPAL RECEIVED February 10, 2004 M & T B ank checking account 21, 304.00 February 10, 2004 Wyomissing School District Bond 20,000.00 February 10, 2004 Tressler Lutheran Services, Refund for Nursing Home care paid 1,546.95 February 12, 2004 \Penn Treaty Long Term Care Insurance Benefit received 420.00 February 12, 2004 1 Lot of land, Middlesex Township, Cumberland County 25,000.00 (valuation based on assessed value) Apri126, 2004 Loan from Marjorie Kipps Trust for payment of taxes 23,500.00 May 4, 2004 Continuing Care Rx, refund 170.55 May 20, 2004 Monumental Life Insurance death benefit 500.00 May 26, 2004 Alderwoods Group, refund for funeral expense 240.70 June 8, 2004 Lincoln Financial, death proceeds from annuity 40,000.00 June 16, 2004 Jackson National Life Insurance, death claim 94,721.07 June 16, 2004 Jackson National Life Insurance, death claim 65,125.04 June 30, 2004 MONY Group, death proceeds from annuity ~ 11,241.00 _; June 30, 2004 MONY Group, premium return - -- 382.08 -. ~; , i ~ ._ .. -~! I ~ November 30, 2004 Net proceeds from sale of automobile April 1, 2005 Insurance refund April 1, 2005 Net proceeds from sale of personal property at auction May 31, 2005 Net proceeds from sale of 106 June Drive October 28, 2005 UGI refund TOTAL PRINCIPAL RECEIVED 1,000.00 187.00 193.50 115,051.86 25.31 420,609.06 INCOME RECEIVED May 20, 2004 Monumental Life Insurance, accrued income paid with death benefit 36.00 June 8, 2004 Lincoln Financial, accrued income paid with death benefit 32,994.22 June 30, 2004 MONY Group, accrued interest paid with death benefit 133.98 December 31, 2004 Interest paid on Estate money market account, year to date, 2004 2,022.00 December 31, 2005 Interest paid on Estate money market account, year to date, 2005 4,151.27 February 10, 2006 Interest paid on Estate money market account, year to date, 2006 746.70 TOTAL INCOME RECEIVED 40,084.17 DISBURSEMENTS March 4, 2004 UGI, service to 106 June Drive 223.49 March 4, 2004 Penn National Insurance -Automobile insurance 142.00 Apri126, 2004 Inheritnace taxes paid on account 23,500.00 Apri126, 2004 UGI, service to 106 June Drive 120.49 April 28, 2004 Penny G. Davis, Tax Collector, Middlesex Township real estate tax 65.50 April 28, 2004 Janet L. Miller, Tax Collector, Camp Hill real estate tax 530.12 May 4, 2004 M & T B ank, refund for Pension Benefits received 1,416.00 May 11, 2004 Register of Wills, short certificates 6.00 May 19, 2004 Penn National Insurance -Automobile insurance 140.00 May 19, 2004 UGI, service to 106 June Drive 239.49 June 9, 2004 Register of Wills, short certificates 6.00 June 10, 2004 Register of Wills, short certificates 3.00 June 16, 2004 Marjorie Kipps Trust, repayment of funds advanced for taxes 23,500.00 July 8, 2004 UGI, service to 106 June Drive 100.51 July 19, 2004 Steven Barrett, Appraisals 500.00 July 28, 2004 Register of Wills 3.00 August 24, 2004 Penny Davis, Middlesex Township Tax Collector 199.96 August 24, 2004 Janet L. Miller, Camp Hill Tax Collector 1,511.21 August 24, 2004 UGI, service to 106 June Drive 102.00 September 13, 2004 Purchase of Dehumidifer, 106 June Drive 151.54 September 13, 2004 UGI, service to 106 June Drive 208.55 September 13, 2004 Register of Wills, Short Certificate 3.00 November 10, 2004 Penn National Insurance 92.00 November 10, 2004 Lawrence & Richard, Automobile Insurance 47.00 November 10, 2004 UGI, service to 106 June Drive 162.38 November 10, 2004 Penn Waste, service to 106 June Drive 50.22 November 10, 2004 Borough of Camp Hill, service to 106 June Drive 134.88 December 10, 2004 Register of Wills, short certificate 3.00 December 23, 2004 PPL, service to 106 June Drive 101.69 December 23, 2004 Penn National Insurance 281.00 December 23, 2004 Pennsylvania American Water Co., service to 106 June Drive 12.17 December 23, 2004 UGI, service to 106 June Drive 133.65 January 17, 2005 Pennsylvania American Water Co., service to 106 June Drive 24.52 January 17, 2005 UGI, service to 106 June Drive 92.00 January 17, 2005 PPL, service to 106 June Drive 10.45 January 28, 2005 Penn Waste, service to 106 June Drive 10.00 January 28, 2005 UGI, service to 106 June Drive 92.00 March 3, 2005 Pennsylvania American Water Co., service to 106 June Drive 12.86 March 3, 2005 Penn Waste, service to 106 June Drive 40.74 March 3, 2005 PPL, service to 106 June Drive 22.20 April 1, 2005 UGI, service to 106 June Drive 185.15 April 1, 2005 Pennsylvania American Water Co., service to 106 June Drive 13.97 April 1, 2005 PPL, service to 106 June Drive 20.98 April 1, 2005 David Sheibley, refuse removal at 106 June Drive 600.00 April 1, 2005 Harry Cupp, Sales commission on sale of automobile 200.00 April 6, 2005 David Sheibley, refuse removal at 106 June Drive 750.00 April 12, 2005 U.S. Department of Treasury, 2004 income taxes 26,238.00 April 12, 2005 Pa. Department of Revenue, 2004 income taxes 66.00 May 3, 2005 Penn Waste, service to 106 June Drive 10.00 May 3, 2005 PPL, service to 106 June Drive 11.26 May 3, 2005 Pennsylvania American Water Co., service to 106 June Drive 16.36 May 3, 2005 UGI, service to 106 June Drive 25.00 May 3, 2005 Penn Waste, service to 106 June Drive 50.70 May 18, 2005 Hilton's Lock Service, change locks, 106 June Drive May 18, 2005 PPL, service to 106 June Drive May 18, 2005 Janet Miller, Camp Hill Tax Collector, May 18, 2005 Pennsylvania American Water Co., service to 106 June Drive May 18, 2005 Borough of Camp Hill, service to 106 June Drive May 18, 2005 Penny G. Davis, Middlesex Township Tax Collector June 9, 2005 Register of Wills, Pennsylvania Inheritance taxes June 9, 2005 Register of Wills, filing fees July 8, 2005 Register of Wills, short certificate August 2, 2005 UGI, final gas bill August 2, 2005 Register of Wills, additional probate fees August 2, 2005 Pennsylvania American Water August 2, 2005 Penny Davis, Tax Collector, Middlesex school taxes August 2, 2005 PPL, final electric bill August 29, 2005 The Sentinel, advertising June 20, 2005 Frey & Tiley, attorney's fees The following items are reserved for final account: Lot of land reserved for sale (Middlesex Township) (valuation based on assessed value) Cash reserve for settlement of estate, TOTAL DISBURSEMENTS 197.62 12.74 515.41 16.36 66.00 76.40 2,297.00 15.00 4.00 25.31 70.00 13.43 234.07 9.51 155.72 13,500.00 2s,ooo.oo 5,000.00 129,390.61 RECAPITULATION TOTAL PRINCIPAL RECEIVED TOTAL INCOME RECEIVED TOTAL DISBURSEMENTS BALANCE FOR DISTRIBUTION 420,609.06 40,084.17 129,390.61 331,302.62 PROPOSED SCHEDULE OF DISTRIBUTION Manufacturers and Traders Trust Co., Trustee for Marjorie M. Kipps under Agreement dated January 13, 1998 Wyomissing School District Bond, to be distributed in kind 331,302.62 20,000.00 Balance for distribution 311,302.62 COMMONWEALTH OF PENNSYLVANIA COUNTY OF CUMBERALND SS.: Before me, the undersigned officer, personally appeared riM,s ,~° r• ~ Executor of the Last Will and Testament of ~ S who, being duly sworn according to law, desposes and says that the foregoing First and Final Account and Proposed Schedule are true and correct o the best of his knowledge, information and belief. Sworn to and subscribed before me t~. this ~`~ day of Vv\c- '1._0~ G Utilities Insurance repairs 223.49 142.00 120.49 Probate Real estate tax 65.50 530.12 0 o ~, ~~~~~ ~ nrxn~rn~v ~ ~~~r obz r~ -~ (7 0 ~ -n ~ ~' ~_ ~ ~ ~ '~ ~ ~ ~ ~ ~ z ~ Crj O ~ ~ d ~ Z ~ ~ ~ ~ C~ ~ ~ 3 ~ ~ ~ Z ~ ~ ~ ~ ~ O ~ ~ ~ ~ ~ D ~ ~ w ~ r ~ ~ c d ~ ~ r•~ zo g D ~ r c o~y o ~o~ ~m w ~ Zpn~~dd~n '~t~n 1 ~ W c~ ~ .~ ~ yC~v'~Cr1~ z. r n C~O ~~~ w ~ ~ ~ ~x~~~~ ado ° ~ z O rod ~z ~ ~~ ~ p ~~~o ~ow~~ -:~ ~~~n~~ca ~ ~ ~ w• ~ ~ ~ m ~ ~ ~. ~, ~ ~~ s ~ ~~ -~ ~ ~~ a~ ~ ~ ~ ~ ~~am a ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ € ~ ~S ~ ~~y ~ ~~ '~ ® '.~M ~. ~ "' - ~ r~ ~ . ~. ~ ~~~~' ~: ~ ~ ~ ~ 1 _ __ __ __ r _ ,, ~~ ,. ~' ~ a (D~-. 7 < CT~?~ 3 ~ ~ ~ ~ Q ~ ~ _ 7 ~ C o ~~~o ~~~ ~~ g ~ ~~ ~ ~~a' ~~~n ~~b~~~m ~'. ~ ~ ~~~~~G~ ~ga~~'~o ~. ,_ A fi CQMMONWEALTH OF PENNSYLVANIA - .- ~.~`~';~ DEPARTMENT OF REVENUE " i~ - _ BUREAU OF INDIVIDUAL raxes ~ - INHERITANCE TAX 1NHERITAHCE TAx a1VIS1oN STATEMENT O F AC C O U N T PO 80X 280601 HARRISBURG PA 17128-06D1 + .. `", ', I REV-16D7 EX AFP C03-OS) , ~~' DATE 07-10-2006 __,, -_ ESTATE OF KIPPS MARJORIE M - DATE OF DEATH 01-19-2004 _ - FILE NUMBER 21 04-0120 COUNTY CUMBERLAND ROBERT G FREY - pCN 101 FREY ETAL Amount Remitted 5 S HANOVER ST CARLISLE PA 17013 MAKE CHECK PAY ABLE AND REMIT PAYMENT T0: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 NOTE: To insure proper credit to your account, submit the upper portion of this form with your tax payment. CUT ALONG THIS LINE -~ RETAIN LOWER PORTION FOR YOUR RECORDS F- --------------------------------------------------------------------------- REV-1607 EX AFP (03-05) *** INHERITANCE TAX STATEMENT OF ACCOUNT ~** ESTATE OF KIPPS MARJORIE M FILE N0. 21 04-0120 ACN 101 DATE 07-10-2006 THIS STATEMENT IS PROVIDED TO ADVISE OF THE CURRENT STATUS OF THE STATED ACN IN THE NAMED ESTATE. SHOWN BELOW IS A SUMMARY OF THE PRINCIPAL TAX DUE, APPLICATION OF ALL PAYMENTS, THE CURRENT BALANCE, AND, IF APPLICABLE, A PROJECTED INTEREST FIGURE. DATE OF LAST ASSESSMENT OR RECORD ADJUSTMENT: 08-22-2005 PRINCIPAL TAX DUE: PAYMENTS CTAX CREDITS): PAYMENT DATE RECEIPT NUMBER DISCOUNT (+) INTEREST/PEN PAID C-) AMOUNT PAID 04-19-2004 CD003845 1,236.84 23,500.00 06-09-2005 CD005415 61.84- 2,297.00 06-21-2006 CD006861 5.10- 5.10 TOTAL TAX CREDIT BALANCE OF TAX DUE INTEREST AND PEN. * IF PAID AFTER THIS DATE, SEE REVERSE I TOTAL DUE SIDE FOR CALCULATION OF ADDITIONAL INTEREST. ( IF TOTAL DUE IS LESS THAN 51, 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. ) 26,472.00 26,972.00 .00 .00 .00 COMMOPJWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE 6UREAU OF INDIVIDUAL TAXES DEPT. 280661 HARRISBURG, PA 17128-0601 RECEIVED FROM: FREY ROBERT G 5 S HANOVER STREET CARLISLE, PA 17013-3385 PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT ACN ASSESSMENT CONTROL NUMBER -- -- Ford ESTATE INFORMATION: ssN: zsa-zs-gees FILE NUMBER: 2104-01 20 DECEDENT NAME: I<IPPS MARJORIE M DATE OF PAYMENT: 06/ 21 / 2006 POSTMARK DATE: 06/21 /2006 COUNTY: CUMBERLAND DATE OF DEATH: 01 / 1 9/ 2004 AMOUNT 101 ~ $5.10 TOTAL AMOUNT PAID: REMARKS: SEAL CHECI<# 6820 55.10 INITIALS: JA RECEIVED BY: GLENDA EARNER STRASBAUGH REGISTER OF WILLS REV-1162 EX(11-961 NO. CD 006861 REGISTER OF WILLS a It rr 2 ~ ~ '~~ s~ IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA ORPHANS' COURT DIVISION ESTATE OF MARJORIE M. KIPPS Deceased NO. 21-04-120 ORDER OF COURT AND NOW, this day of July, 2006, upon consideration of the withdrawal of this account from the June 20, 2006 Confirmation of Accounts by the Register of Wills for lack of proof of payment of inheritance taxes and the subsequent verification that no taxes are due to the Pennsylvania Department of Revenue by the Register of Wills, the within account is confirmed and distribution directed in accordance with the schedule. wsz By the (~'~urt_ Cumberland County - Register Of Wills One Courthouse Square Carlisle, PA 17013 Phone:(717) 240-6345 Date: 1/16/2007 FREY ROBERT G 5 S HANOVER STREET CARLISLE, PA 17013-3385 RE: Estate of KIPPS MARJORIE M File Number: 2004-00120 Dear Sir/Madam: This notice is to serve as a reminder that the Status Report by Personal Representative under Rule 6.12 is due on the below listed date. As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES, NO. 103 SUPREME COURT RULES DOCKET NO. 1, for decedents dying on or after July 1, 1992, the personal representative or his counsel, within two (2) years of the decedent's death, .shall file with the Register of Wills a Status Report of completed or uncompleted administration. This filing is due by: 1/19/2007 Please feel free to contact this office with any questions you may have. If you have already filed your Status Report, please disregard this notice. Sincerely, a ~ ,~ , ~? y~~`' ~ Glenda Farner Strasbaugh Clerk of the Orphans' Court cc: File Personal Representative(s) Pa. O. C. Rule 6.12 STATUS REPORT REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYLVANIA Name of Decedent: Marjorie M. Kipps Date of Death: JanuarX 19. 2004 File Number: 21-04-120 Pursuant to Pa. O.C. Rule 6.12, 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 ,X_No 2. If the answer is NO, state when the personal representative reasonably believes that the adminsitration will be complete: December 31 2007 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 Orphan's 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 accounts may be filed with the Clerk of the Orphan's Court and may be attached to this report. Date: January I8, 2007 Signature of Person Filing this For Capacity: Personal Represe ve _X_Cousel Robert G. Frey, Esquire Name of Person Filing this Form ,' . t ~` i,y} ~~i a,,~~ t ;:~r~ _~'_~ . ~,_~_t.,1 L2 ~~ d 81 ~~`~~'t't~E~c Form RW-10 rev. 10.13.~b ~:' i'~ ~. ~,_ -~ ~~ , ~ `,; 5 South Hanover Street Address Carlisle, Pennsylvania 17013 (7171243-5838 Telephone I Cumberland County - Register Of Wills One Courthouse Square Carlisle, PA 17013 Phone:(717) 240-6345 Date: 12/27/2007 ~-7 ~ - r- ~ __~ ~' FREY ROBERT G _ ,~, ~ 5 S HANOVER STREET =- r~ ,-...~ CARLISLE, PA 17013-3385 '~~~`~~~ -~ _. , ,r'> _.. ,rn r : --i ;,.-- -, __ ..; i ;'...,, N RF?: Estate of KIPPS MARJORIE M File Number: 2004-00120 Dear Sir/Madam: This notice is to serve as a reminder that the Status Report by Personal Representative under Rule 6.12 is due on the below listed date. As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES, N0. 103 SUPREME COURT RULES DOCKET N0. 1, for decedents dying on or after July 1, 1992, the personal representative or his counsel, within two (:?) years of the decedent's death, shall file with the Register of Walls a Status Report of completed or uncompleted administration. This filing is due by: 1/19/2008 Please feel free to contact this office with any questions you may have. If you have already filed your Status Report, please disregard this notice. Sincerely, ~,,, Glenda Farner Strasbaugh Clerk of the Orphans' Court cc: File Personal Representative(s) Cumberland County - Register Of Wills One Courthouse Square Carlisle, PA 17013 Phone:(717) 240-6345 Date: 12/27/2007 ;._, "~ ~ - F]~EY ROBERT G ~; '-> 5 SOUTH HANOVER STREET ~~- ce:, CARLISLE, PA 17013 ~.' `~ `- ~;~~ t~ - ~.~ - N RE: Estate of KIPPS MARJORIE M File Number: 2004-00120 DE=_ar Sir/Madam: This notice is to serve as a reminder that the Status Report by Personal Representative under Rule 6.12 is due on the below listed date. A:~ per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES, N0. 103 SiJPREME COURT RULES DOCKET NO. 1, for decedents dying on or after July 1, 1992, the personal representative or his counsel, within two (:?) years of the decedent's death, shall file with the Register of Wills a Status Report of completed or uncompleted administration. This filing is due by: 1/19/2008 Please feel free to contact this office with any questions you may have. If you have already filed your Status Report, please disregard this notice. Sincerely, ..~ Glenda Farner Strasbaugh Clerk of the Orphans' Court cc: File Counsel Pa. O. C. Rule 6.12 STATUS REPORT REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYLVANIA Name of Decedent: Mariorie M. Kipps Date of Death: January S. 2004 File Number: 21-04-120 Pursuant to Pa. O.C. Rule 6.12, I report the following with respect to completion of the administration of the above-captioned estate: 1. State whether administration of the estate is complete ................. Yes _X_No 2. If the answer is NO, state when the personal representative reasonably believes that the administration will be complete: December 31, 2008 3. If the answer to No., 1 is YES, state the following: a. Did the personal representative file a final account with the Court? ................................................................... b. The separate Orphan's Court No. (if any) for the personal representative's account is: Yes No 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 accounts may be filed with the Clerk of the Orphan's Court and may be attached to this report. Date: January 3, 2008 Signature of Person Filing this orm Capacity: Personal Represen ativ _X_Cousel Robert G. Frey, Esquire Name of Person Filing this Form „-~ ~ J ,~ I .~ _`.~.~J ,'~'~'_~~ ~ ~il ~! d ~- ~~~'(' fl7Q? Form W-10 rev. 1013.06 ~~ ,,_ , .,.~+ ~w.~-.,,~ ~-'_ a4~~.., 5 South Hanover Street Address Carlisle. Pennsylvania 17013 (717) 243-5838 Telephone ~^' Cumberland County - Register Of Wills One Courthouse Square Carlisle, PA 17013 Fhone:(717) 240-6345 Date: 1/06/2009 FRET' ROBERT G 5 S HANOVER STREET CARLISLE, PA 17013-3385 RE: Estate of KIPPS MARJORIE M File Number: 2004-00120 Dear Sir/Madam: ~~ ra p Q t,Ci ~ , ~ ~~~~ ~ ; , , - _~ ~ ~ N n~ This notice is to serve as a reminder that the Status Report by Personal Representative under Rule 6.12 is due on the below listed date. As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES, 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 co171pleted or uncompleted adrlinistration. This filing is due by: 1/19/2009 Please feel free to contact this office with any questions you may have. If you have already filed your Status Report, please disregard this notice. Sinces ely, ~ > _ t'' i s ~ ~, f `, , ~ ~ r...__ .i~~v'~u'4~ ~bt a ~Zi~~ ~ ~;~ . ~Gy ~~ ,. , C ~~, Glenda Farner Strasbaugh Clerk of the Orphans' Court cc: File Personal Representative(s) Pa. O. C. Rule 6.12 STATUS REPORT REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYLVANIA Name of Decedent: Marjorie M. Kipps Date of Death: January 19. 2004 File Number: 21-04-120 Pursuant to Pa. O.C. Rule 6.12, 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 _X_No 2. If the answer is NO, state when the personal representative reasonably believes that the adminsitration will be complete: une 30, 2009 3. If the answer to No., 1 is YES, state the following: a. Did the personal representative file a final account with the Court? ................................................................... b. The separate Orphan's Court No. (if any) for the personal representative's account is: c ~ -. ~~: :. _. c. Did the personal representative state an account informally to the parties in interest ......................................... Yes No Yes No d. Copies of receipts, releases, joinders and approvals of formal accounts may be filed with the Clerk of the Orphan's Court and may be attached to this report. '~ 7 2009 ~~\~~ f (V Date: .~LI~IClI'y , C~ Signature of Person Filing this Form ~ ~~q Capacity: Personal Represents ' _X_Cousel .d Qv cp ~ Sn i -~ U ~ O~ C7 d r.- Form RW-10 rev. 10.13.06 Robert G. Frey, Esquire Name of Person Filing this Form 5 South Hanover Street Address Carlisle Pennsylvania 17013 (7171243-5838 Telephone a DECEDENT'S ESTATE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA r,,,,, ORPHAN'S COURT DIVISION ~ ~,~ _~. ~ -r.~ ~ - ,. ~ _ _ ,. ESTATE OF MARJORIE M. KIPPS, DECEASED roc ~ :: ~' ' r ' N `..:::~ NO. 21-04-120 N ~'-s 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 insuffzcient, riders may be attached. Attach spouse's election, if any; the papers required under items 8-19 inclusive; and any instrument pertinent to the adjudication. INCLUDE ATTACHMENTS AT THE BACK OF THIS FORM. Name of Counsel: Supreme Court I.D. No Name of Law Firm Address: Telephone: Fax: Robert G. Frey, Esquire 46397 Frey and Tiley 5 South Hanover Street, Carlisle, PA 17013 (717) 243-5838 (717) 243-6441 V ~ t 2/2/09 Real estate taxes $ 693.92 12/2/09 Register of Wills, Filing fee $ 160.00 Total Expenses Paid $ 21,289.13 RECAPITULATION Total Principal Less, Loss on Sale of Real Estate Less, Expenses paid Balance for Distribution PROPOSED SCHEDULE OF DISTRIBUTION Manufacturers and Traders Trust Company, Trustee for the Irrevocable Trust of Marjorie M. Kipps, dated January 13, 1998 $ 50,565.97 $ (14,416.82) $ (21,289.13) $ 14,860.02 $ 14,860.02 DECEDENT'S ESTATE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA ORPHAN'S COURT DIVISION ESTATE OF MARJORIE M. KIPPS, DECEASED NO. 21-04-120 PETITION FOR ADJUDICATION/ STATEMENT OF PROPOSED DISTRIBUTION PURSUANT TO Pa. O.C. Rule 6.9 ~ ~ ~ ~., ~~ ~ _ .., , .-_~. c~a ~, ~t~ , . ' ~ , . :77 ::., i N ,~ ~~ CI> ;,s.; ... ~ . !~^y 4.J "b~t ,...~ ~ ~ ... ~_ ~ r...::'.. -.. .~ --1 . r ' N .. r . ,_ Q ~"~ This form may be used in all cases involving the Audit of the Account of a Decedent's Estate. If space is insuffzcient, riders may be attached. Attach spouse's election, if any; the papers required under items 8-19 inclusive; and any instrument pertinent to the adjudication. INCLUDE ATTACHMENTS AT THE BACK OF THIS FORM. Name of Counsel: Supreme Court I.D. No: Name of Law Firm Address: Telephone: Fax: Robert G. Frey, Esquire 46397 Frey and Tiley 5 South Hanover Street, Carlisle, PA 17013 (717) 243-5838 (717) 243-6441 Estate of Marjorie M. Kipps, Deceased 1. Name(s) and address(es) of Petitioner(s): Name: Robert G. Frey Andress: 5 South Hanover Street Carlisle, PA 17013 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? ............................................. X Yes No If not, identify prior accountings, the accounting periods covered, and the date of adjudication of the prior accounting. 2. Decedent died on January 19.2004. X Letters Testamentary or Letters of Administration were granted to Petitioner(s) on February 4. 2004 Date of Will (if applicable) January 13. 1998 Date(s) of Codicil(s) (if applicable) N/A Date of Probate (if different from date Letters granted): - N/A Was a bond required? Yes X No If yes, state amount: Are proofs of advertising of the grant of Letters attached?....... Yes X No Dates of advertising of the grant of Letters: Julv 1.8, and 15.2005 Form OC-01 rev. 10.13.06 Page 2 of 10 Estate of Marjorie M. Kipps, Deceased 3. Was decedent survived by a spouse? ........................... Yes X No If yes, name of surviving spouse: 4. Has the surviving spouse filed to take an elective share?.......... Yes No (See Section 2201 eta of the Probate, Estates and Fiduciaries Code) If yes, date of election: 5. In the case of an intestacy, state the names of the decedent's surviving children or surviving issue of deceased children (If none, so state): N/A 6. Did decedent marry after execution of Will or Codicil(s)?........... Yes X No Were any children born to decedent after execution of Will or Codicil(s)? ......................................................................... Yes X No If yes, gives 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? ............................................... X Yes No Form OC-Ol rev. 10.13.06 Page 3 of 10 Estate of Marjorie M. Kipps, Deceased Name and Address of Each Party in Interest Relation hip and Comments. if anv Interest Howard Raber Grandson Trust Beneficiary 421 Gariston Road York Haven, PA 17370 Manufacturers and Traders Trust Company Trustee P. O. Box 459 Chambersburg, PA 17201-0459 Attn.: John Schall, Vice President & Trust Officer 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. None. 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-O1 rev. 10.13.06 Page S of 10 Estate of Marjorie M. Kipps, 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. Claim Will Claim be Name and Address of Each Claimant Amount of Claim Admitted? paid in full? None Yes Yes No No Yes Yes No No Yes Yes No No Yes Yes No No If the estate is insolvent, attach a schedule setting forth the order of preference under 20 Pa. C.S. § 3392 and the proposed payments. N/A 11. Was family exemption claimed? ........................................ Yes X No Was family exemption allowed? ........................................ Yes X No Family exemption claimant's name and relationship: Name: Relationship: Form OC-Ol rev. 10.13.06 Page 6 of 10 Estate of Marjorie M. Kipps, Deceased 12. The amount of Pennsylvania Transfer Inheritance Tax and additional Pennsylvania Estate Tax paid, the date(s) of payment(s), and the interest(s) upon which paid, are as follows: Date Payment Interest 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 X 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 discharges for the decedent's fiduciary administration of the estate. 14. A. Describe in detail any questions requiring adjudication and state the position of the Petitioner(s) as to each question: None. B. Has notice of the question requiring adjudication been given to the parties identified in Paragraph 9 above? ............................... Yes No 15. If Petitioner(s) has/have knowledge that a share has been assigned, renounced, disclaimed or attached, provide a copy of the assignment, renunciation, disclaimer or attachment, together with any relevant supporting documentation. N/A Form OC-01 rev. 10.13.06 Page 7 of 10 Estate of Marjorie M. Kipps, Deceased 16. Had the decedent been adjudicated an incapacitated person?.......... Yes X No If yes, attach a copy of the Order if available; otherwise state the Court, term, number, date, and name of Hearing Judge. 17. A. List or attach a separate list of additional receipts and disbursements since the closing date of the Account. None. B. Has notice of the additional receipts and disbursements been given to the parties identified in Paragraph 9 above? ................ Yes No 18. If a reserve is requested, state amount and purpose. N/A Amount: Purpose: If a reserve is requested for counsel fees, has notice of the amount of fees to be paid from the reserve been given to the parties in interest? ............................................................................ Yes No If so, attach a copy of the notice. 19. Is the Court being asked to direct the filing of a Schedule of Distribution? ......................................... X Yes No As to real estate only? ..................................................................... Yes X No Form OC-Ol rev. 10.13.06 Page 8 of IO Estate of Marjorie M. Kipps, 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) None B. Principal: Proposed Distributee(s) Manufactuers & Traders Trust Co. Trustee Amount/Proportion Amount/Proportion 10O°Io Submitted By: (All Petitioners must sign. Add additional lines if necessary): 7~ Name of Petitioner: Robert G. Frey Name of Petitioner: Form OC-01 rev. 10.13.06 Page 9 of 10 Estate of Marjorie M. Kipps, Deceased 1. Name(s) and address(es) of Petitioner(s): Name: Robert G. Frey Address: 5 South Hanover Street Carlisle, PA 17013 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? ............................................. X Yes No If not, identify prior accountings, the accounting periods covered, and the date of adjudication of the prior accounting. 2. Decedent died on January 19.2004. X Letters Testamentary or Letters of Administration were granted to Petitioner(s) on February 4, 2004 Date of Will (if applicable) January 13. 1998 Date(s) of Codicil(s) (if applicable) N/A Date of Probate (if different from date Letters granted): - N/A Was a bond required? Yes X No If yes, state amount: Are proofs of advertising of the grant of Letters attached?....... Yes X No Dates of advertising of the grant of Letters: July 1.8. and 15.2005 Form OC-01 rev. 10.13.06 Page 2 of 10 Estate of Marjorie M. Kipps, Deceased 3. Was decedent survived by a spouse? ........................... Yes X No If yes, name of surviving spouse: 4. Has the surviving spouse filed to take an elective share?.......... Yes No (See Section 2201 eta of the Probate, Estates and Fiduciaries Code) If yes, date of election: 5. In the case of an intestacy, state the names of the decedent's surviving children or surviving issue of deceased children (If none, so state): N/A 6. Did decedent marry after execution of Will or Codicil(s)?........... Yes X No Were any children born to decedent after execution of Will or Codicil(s)? ......................................................................... Yes X No If yes, gives 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? ............................................... X Yes No Form OC-Ol rev. 10.13.06 Page 3 of 10 Estate of Marjorie M. Kipps, Dee~aset~ 8. Written notice of the Audit as required by P~.. 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 Relationship and Comments if anv Interest Beverly Raber Daughter Trust Beneficiary 231 Reisinger Road Ickesburg, PA 17207 Ronald Kipps RRI, Box 80K Uniondale, PA 18470 Son Trust Beneficiary Form OC-01 rev. 10.13.06 Page 4 of 10 Estate of Marjorie M. Kipps, Deceased Name and Address of Each Party in Interest Relationship and Comments. if any Interest Howard Raber Grandson Trust Beneficiary 421 Gariston Road York Haven, PA 17370 Manufacturers and Traders Trust Company Trustee P. O. Box 459 Chambersburg, PA 17201-0459 Attn.: John Schall, Vice President & Trust Officer 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. None. 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-O1 rev. 10.13.06 Page S of 10 Estate of Marjorie M. Kipps, 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. Claim Will Claim be Name and Address of Each Claimant Amount of Claim Admitted? paid in full? None Yes Yes No No Yes Yes No No Yes Yes No No Yes Yes No No 11. If the estate is insolvent, attach a schedule setting forth the order of preference under 20 Pa. C.S. § 3392 and the proposed payments. N/A Was family exemption claimed? ........................................ Yes X No Was family exemption allowed? ........................................ Yes X No Family exemption claimant's name and relationship: Name: Relationship: Form OC-Ol rev. 10.13.06 Page 6 of 10 Estate of Marjorie M. Kipps, Deceased 12. The amount of Pennsylvania Transfer Inheritance TaY and additional Pennsylvania Estate TaY paid, the date(s) of payment(s), and the interest(s) upon which paid, are as follows: Date Payment Interest 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 X 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 discharges for the decedent's fiduciary administration of the estate. 14. A. Describe in detail any questions requiring adjudication and state the position of the Petitioner(s) as to each question: None. B. Has notice of the question requiring adjudication been given to the parties identified in Paragraph 9 above? ............................... Yes No 15. If Petitioner(s) has/have knowledge that a share has been assigned, renounced, disclaimed or attached, provide a copy of the assignment, renunciation, disclaimer or attachment, together with any relevant supporting documentation. N/A Form OC-O1 rev. 10.13.06 Page 7 of 10 Estate of Marjorie M. Kipps, Deceased 16. Had the decedent been adjudicated an incapacitated person?.......... Yes X No If yes, attach a copy of the Order if available; otherwise state the Court, term, number, date, and name of Hearing Judge. 17. A. List or attach a separate list of additional receipts and disbursements since the closing date of the Account. None. B. Has notice of the additional receipts and disbursements been given to the parties identified in Paragraph 9 above? ................ Yes No 18. If a reserve is requested, state amount and purpose. N/A Amount: Purpose: If a reserve is requested for counsel fees, has notice of the amount of fees to be paid from the reserve been given to the parties in interest? ............................................................................ Yes No If so, attach a copy of the notice. 19. Is the Court being asked to direct the filing of a Schedule of Distribution? ......................................... X Yes No As to real estate only? ..................................................................... Yes X No Form OC-Ol rev. 10.13.06 Page 8 of 10 Estate of Marjorie M. Kipps, 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) None B. Principal: Proposed Distributee(s) Manufactuers & Traders Trust Co. Trustee Amount/Proportion Amount/Proportion 100070 Submitted By: (All Petitioners must sign. Add additional lines if necessary): Name of Petitioner: Robert G. Frey Name of Petitioner: Form OC-Ol rev. 10.13.06 Page 9 of 10 Estate of Marjorie M. Kipps, Deceased Verification of Petitioner (Verification must be by at least one petitioner.) The undersigned hereby verifies * [that heishe is rime 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). Signature of Petitioner * Corporate petitioners must complete bracketed information. Certificate 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. ~..". Robert G. Frey, Counsel for Petitio Form OC-Ol rev. 10.13.06 Page 10 of 10 Cumberland County - Register Of Wills One Courthouse Square Carlisle, PA 17013 Phone:(717) 240-6345 Date: 12/09/2009 FREY ROBERT G r-0 N_ `~° ;n 5 S HANOVER STREET r'a' ~ m :,z'r ~ ~ p n c~ r ~~ , CARLISLE, PA 17013-3385 ~ C>~~ ~ n~~! j~T _ ~. '_il SiJ ^-3 TI 4:7 O ~1 ~ RE: Estate of KIPPS MARJORIE M File Number: 2004-00120 Dear Sir/Madam: This notice is to serve as a reminder that the Status Report by Personal Representative under Rule 6.12 is due on the below listed date. As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES, N0. 103 SUPREME COURT RULES DOCKET NO. 1, for decedents dying on or after July 1, 1992, the personal representative or his counsel, within two (2) years of the decedent's death, shall file with the Register of Wills a Status Report of completed or uncompleted administration. This filing is due by: 1/19/2010 Please feel free to contact this office with any questions you may have. If you have already filed your Status Report, please disregard this notice. Sincerely, /~1ZG7lRKi~t'~~iL1l.6V Glenda Farner Strasbaugh Clerk of the Orphans' Court cc: File Personal Representative(s) Cumberland County - Register Of Wills One Courthouse Square Carlisle, PA 17013 Phone: (717) 240-6345 Date: 12/09/2009 ~~ .T7 -~ ~~~ l 'tip ~~T b N O ~O j{;J.. ~ C~ ~~ t,~ ,~ ' [~J Pi'T ~ .1J i_J _ - • r =i"~ _. 'T'I f j O c,~i_7 ~ ~,~ FREY ROBERT G 5 SOUTH HANOVER STREET CARLISLE, PA 17013 RE: Estate of KIPPS MARJORIE M File Number: 2004-00120 Dear Sir/Madam: This notice is to serve as a reminder that the Status Report by Personal Representative under Rule 6.12 is due on the below listed date. As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES, N0. 103 SUPREME COURT RULES DOCKET N0. 1, for decedents dying on or after July 1, 1992, the personal representative or his counsel, within two (2) years of the decedent's death, shall file with the Register of Wills a Status Report of completed or uncompleted administration. This filing is due by: 1/19/2010 Please feel free to contact this office with any questions you may have. If you have already filed your Status Report, please disregard this notice. Sincerely, Glenda Farner Strasbaugh Clerk of the Orphans' Court cc: File Counsel Pa. O. C. Rule 6.12 STATUS REPORT REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYLVANIA Name of Decedent: Marjorie M. Kipps Date of Death:January 5, 2004 File Number: 21-040120 Pursuant to Pa. O.C. Rule 6.12, 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 _X_No 2. If the answer is NO, state when the personal representative reasonably believes that the administration will be complete: January 31, 2010 3. If the answer to No., 1 is YES, state the following: a. Did the personal representative file a final account with the Court? ..................................................................... b. The separate Orphan's Court No. (if any) for the personal representative's account is: Yes No 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 accounts may be filed with the Clerk of the Orphan's Court and may be attached to this report. Date: December 22, 2009 , Signature of Person Filing this Form Capacity: Personal Represen a _X_Counsel L3~ ~ ~ - r C.~. °` ~,_,_ tL. tV a: f,~_..} _ ~'7 Q. ~ Q ~V` .~~a N ~cn, F ~ Fo~RW-~~;:,10.13.06 _. ° U c Robert G. Fre~Esquire Name of Person Filing this Form 5_ South Hanover Street Address Carlisle. Pennsylvania 17013 (717) 243-5838 Telephone COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNYSLVANIA ORPHANS' COURT DIVISION Docket No: 21-2004-0120 IN RE: SECOND AND FINAL ACCOUNT OF ROBERT G. FREY, EXECUTOR FOR THE ESTATE OF MARJORIE M. KIPPS, LATE OF CAMP HILL BOROUGH, CUMBERLAND COUNTY, PENNSYLVANIA, DECEASED. AND PETITION FOR ADJUDICATION/STATEMENT OF PROPOSED DISTRIBUTION ORDER OF COURT AND NOW, this 12th day of January, 2010, the herein account is confirmed absolutely and distribution is decreed in accordance with the proposed schedule of distribution herewith. BY THE COURT, J. esley Oler, Jr., ~n :T1~~ ~ G ~ ~ J~r (~ ;~ f „i ~U~.T ~ t,.-, ~~'d ~ - ,'1l ;.. _. ~-, Cumberland ~o~rit~ = ~~~~"s~er~ Of Wills One Courthouse Square Carlisle, PA 17013 Phone: (717) 240-6345 Date: 12/13/2010 FREY ROBERT G 5 S HANOVER STREET CARLISLE, PA 17013-3385 RE: Estate of KIPPS MARJORIE M File Number: 2004-00120 Dear Sir/Madam: f 1~L7~11 ~ CI 1 Vi~ Q~~~i' ~ , 1Q19 C~. i':3 4AM 11 ~ 08 CLERK OF pRPHAN'S COURT CUMBER!_ANC CC , PA This notice is to serve as a reminder that the Status Report b Personal Representative under Rule 6.12 is due on the be~aw listed date. i As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RU$~EIS, N0. 103 SUPREME COURT RULES DOCKET NO. 1, for decedents dying onlor after July 1, 1992, the personal representative or his counsel within two (2) years of the decedent's death, shall file with the R gster of Wills a Status Report of completed or uncompleted admini t'ration. This filing is due by: 1/19/2011 Please feel free to contact this office with any questiorhs you may have. If you have already filed your Status Report, ple~s~ disregard this notice. Sincerely, ,G' ~,. iJ i Glenda Farner Str~s~augh Clerk of the Orpha~n~' Court cc: File Personal Representative(s) Cumberland ~~~~ ~_"lF~i~"~er~'~3~ WIC ~ ~-- __ _._ One Courthouse Square Carlisle, PA 17013 Phone : (717 ) 2 4 0 - 6 3 4 5 ~.r{~;~}~! ~ (~~~(;~ ~= ~~}^^,, ~+ ZO I Q DEC 13 AM I ! ~ 08 (;,ERK OF ORI'H~N`S COURT Date : 12 / 13 / 2 010 CUMf.'F~~_AND C~., PA FREY ROBERT G 5 SOUTH HANOVER STREET CARLISLE, PA 17013 RE: Estate of KIPPS r'iARJORIE M File Number: 2004-00120 Dear Sir/Madam: This notice is to serve as a reminder that the Status Re ort by Personal Representative under Rule 6.12 is due on the be~ou~ listed date. As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RUI;,E5, NO. 103 SUPREME COURT RULES DOCKET NO. 1, for decedents dying on',o~ after July 1, 1992, the personal representative or his counsel, within two (2) years of the decedent's death, shall file with the Register of Wills a Status Report of completed or uncompleted admini~t$ation. This filing is due by: 1/19/2011 Please feel free to contact this office with any questions you may have. If you have already filed your Status Report, pleals~ disregard this notice. Sincerely, L~~rtifCt~G/~ Glenda Farner Stra~sbau Clerk of the Orphans' Court cc: File Counsel i :'i JZ iii C7,.,5~.~,/~ 'n ~ ~ :tL.~. ~. irF~1~Ti:i: t:~' ~^i~LS Gr ~m1.~J~-~ I~.i ~[3 COt~:vT`1', P;=.^;'`~SYL~~' ~.~'~?. L .. ^br~~~ ~-I S 1`i3111e CI D2Cedei:a.~~ ~-~~~~-- Day o: nth: J ~ ~ .~ File i`iut::b~T.• aQ~~ - fj~ (o~tC .~ -,_~ p.. ._.. •.. D.. r1 f'` p.,'.~ ti 11 T •o.•':i:~: t'1e f.,11.~s/ir.O u; itn .•~e;~a;:. to r.rrr.!;~P.`iQh Qf?l~P. ?.~71?ia'.~a a ur~u:atia w a c. v.~.~• a~~.. v.aa., . i v -• ••a - tile above-captionzd estate: . ~~~s 1. State wh?the; adall:ustratlon of the estate is complete: ................... 2. if the anstiver is ;~~~, State wllell the personal rZ^vl'CS~ntatlVZ reasonably L-elieves t; at the adlrinistrationvill be con;ple~s: 3. If the ails•wer to ?~'o. l s YES, state tie io'ao~c•in~: . ~~~es a. Did the personal representative ille a f.11al~acceltnt with the Court? ..... . b ThP sep~r3te 0-phans' Court :~o. (if anv) for the personal oc cf D N~~ ©>\o .. ,~., ,. • tepresentaiive's account is: • __._ ~_~ c. Did the personal repl•esentati~e state an account in`olr/ally to the parties in illter?st? .:............................. • ~~ ~~es ', ~ Vo d. Copies of receipts, re;eases, joie:ders and approvals of folmzl or infonnzl acco~.:nys nfia~y be filed with the Clerlc of tl:e Orp'::ans' l;ou:t and may be a~ ached ce this report. '~ /~j ~. Onm I /~ ~ _ ::,nrr.:re aj Pa:On F:f:r:; ri,iJ arrn CO}i~cjCV: ~~Z:'SO^.21 }?C,'J:CSCni3l1'JC OU: S~1 ...vim ~ ~ ~:::,•:e c'Fusm, r"ilu; rh,:J i•D:•n, ', F"' /1- ~-~ ~~~ C~r~y~sl~ ~Pa l~~l r ~5 G ~~ rek;::ont C~c c v ca