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Home My WebLink About03-0219Register of Wills of Cumberland County, Pennsylvania PETITION FOR GRANT OF LETTERS Estate of Albert W. Weibley NO. a,~'~l~ also known as , Deceased Social Security No. 180-05-7523 Petitioner(s), who is/are 18 years of age or older, apply(les) for: (COMPLETE "A" OR "B" BELOW:) [ A. Probate and Grant of Letters and aver that Petitioner(s) is/are the execut or Decedent, dated 10/24/1906 and codicil(s) dated none named in the Last Will of the State relevant circumstances, e.g., renunciation, death of executor, etc Except as follows, Decedent did not marry, was not divorced and did not have a child bom or adopted after execution of the documents offered for probate; was not the victim of a killing and was never adjudicated incapacitated: B. Grant of Letters of Administration (c.t.a., d.b.n.c.t.a.: pendente lite, durante absentia; durante minoritate) Petitioner(s) after a proper search has/have ascertained the Decedent left no Will and was survived by the following spouse (if any) and heirs: Name Relationship Residence (COMPLETE IN ALL CASES:) Attach additional sheets if necessary. Decedent was domiciled at death in Cumberland County, Pennsylvania, with his/her last family or principal residence at 201 East Burd Street? Apt. 110~ Shippensburg? PA 17257 (list street, number and municipality) Decedent, then 94 years of age, died Februrar7 22 ,2003 , at Shippensburg Health Care Center (Location) Decedent at death owned property with estimated values as follows: (if domiciled in PA) All personal property ......................................... $ (if not domiciled in PA) Personal property in Pennsylvania .................... $ (If not domiciled in PA) Personal property in County .............................. $ Value of real estate in Pennsylvania ........................................................................................ $ Total ..................................................................................................................... $ Real Estate situated as follows: 250~000.00 250~000.00 Wherefore, Petitioner(s) respectfully request(s) the probate of the Last Will and Codicil(s) presented with this Petition and the grant of letters in the appropriate form to the undersigned: Typed or printed name and residence Manufacturers and Traders Trust Company~ Successor to Financial Trust Services Co. (John Schall~ Trust Officer) 14 North Main Street? Chambersburg~ PA 17201 RW-7 Oath of Personal Representative Commonwealth of Pennsylvania County of Cumberland The Petitioner(s) above-named swear(s) and affirm(s) that the statements in the foregoing Petition are true and correct to the best of the knowledge and belief of Petitioner(s) and that, as personal representative(s) of the Decedent, Petitioner(s) will well and truly administer the estate acc~la~_.. / //2'/,' Sworn to and affirmed and subscribed //~'/~'/~/J'~'~ ACC/FI' Manufafft~rers and Traders Trust Company, (John Schall, Trust Officer) before me this 7th day of MAR£H DECREE OF REGISTER Estate of Albert W. Weiblev also known as Deceased Social Security No: 180-05~7523 Date of Death: 2/22/2003 AND NOW, MARCH 11: 20(33 , , in consideration of the Petition on the reverse side hereon, satisfactory proof having been presented before me, IT IS DECREED that Letters I~ Testamentary ~ of Administration (c.t.a., d.b.n.c.t.; pendente lite; durante absentia; durante minodtate) are hereby granted to tVlanufacmrers and Traders Trust Company, (John Schall, Trust Officer) in the above estate and that the instrument(s), if any, dated 1 described in the Petition be admitted to probate and filed of record as the last Will of Decedent. FEES Letters .................................... $ Short Certificate(s) ............... $ Renunciation .......................... $ Affidavit ( ) ....................... $ Extra Pages ( ) .............. $ Codicil ................................. $ JCP Fee ................................. $ Inventory & Tax Forms ............. $ Other ...................................... $ 7713 O0 30,00 IO.6D RW-7A TOTAL ............................. $3~5o (.~ Register o~ Wills (J -t 0 I d Attorney: HAMILTON C. DAVIS I.D. No: 10264 Address: P.O. BOX 40 SHIPPENSBURG PA 17257 Telephone: 532-5713 DATE FILED: his is to certify that the information here given is correctly copied fi'om an original certificate of'~eath duly filed with me as Local Registrar. The original certificate will be forwarded to the State Vital Records Office for permanent filing.. WARNING: It is illegal to duplicate this copy by photostat or photograph. No. ~ [)ate COMMONWEALTH OF PENNSYLVANIA · DEPARTMENT OF HEALTH ', VITAL RECORDS CERTIFICATE OF DEATH Male '. 180 -- 05 --7523 *. 02-22-2003 ~. ~ ; leD4-07-1908 I~ ~. PA ~ ~ ~ ~,. ShiDDens~ur~ '~A 17257 ~ ,~.~ C~berland ~ ,~.~ ~ ~sh~noensbur~ ,e. William S. Weibley ,~. Nellie Weever ~ Richard Weiblev ~ 29 Wyrick Ave.~ Shippensburg~. PA 17257 . --., .........................................................._ ~ ~,,. ~_~~~- . F:\I,~51\CL~ENT\t~E~BLEYA\I~EIBLEY.~LL 10/11/~6 lO:SZ~m L~ST WILL ~ TESTamENT I, ALBERT W. WEIBLEY, of the Borough of Shippensburg, Cumberland County, Pennsylvania, declare this to be my Last Will and Testament and revoke any Will or Codicil previously made by me. ITEM I: I direct that all my just debts (except as may be barred by a Statute of Limitations) and my funeral expenses (including my gravemarker and expenses of my last illness) shall be paid from my residuary estate as soon as practicable after my decease as a part of the administration of my estate. ITEM II: I devise and bequeath the residue of my estate to the Trustee acting at the time of my death under the Trust created by me on October 2, 1996 and last amended on Oc~0~~ 1~9~ , of which FINANCIAL TRUST SERVICES COMPANY is Trustee, IN TRUST, for the uses and purposes and subject to the terms and provisions thereof. My residuary estate shall be added to such Trust and administered and distributed as a part thereof, including any alterations or amendments thereto made pursuant to its terms or to any other lifetime trust which I may hereafter substitute therefor. Should the Trust created by me on October 2, 1996 and last amended on Oo~~--q i(~ be entirely revoked without a substitute (or other provision made in the document of revocation) or should that Trust fail to exist or be or become unenforceable for any reason, then my residuary estate shall be held and administered and distributed by my Executor as a Trustee pursuant to the terms and provisions of that Trust as it existed on October 2, 1996 and last amended on ~. ~C,,~ 2~ (0~ , without such resultant Trust being considered a testamentary Trust. ITEM III: My Executor and/or Trustee herein appointed shall have, in addition to those powers vested in it by law and any other provisions of my Will, all powers granted by me to the Trustee in the above referenced Trust (and any amendment of or substitute for such) as fully and completely as if the same were set forth herein in their entirety and the same are hereby incorporated herein by reference. ITEM IV: consequence I direct that all taxes that may be assessed in of my death, of whatever nature and by whatever jurisdiction imposed, shall be paid from my residuary estate as part of the expenses of the administration of my estate. ITEM V: I appoint FINANCIAL TRUST SERVICES COMPANY, Executor of performance of their duties in any jurisdiction. ITEM VII: My corporate fiduciary shall this my Last Will. Should it fail to qualify or cease to act as Executor, I appoint my friend, GALEN J. KARPER, Alternate Executor of this my Last Will. ITEM VI: I direct that my Executor and Trustee or their successors shall not be required to give bond for the faithful be entitled to compensation based upon its regular schedule of fees for such services in effect from time to time during the period over which its services are performed. ITEM VIII: My individual fiduciary shall be entitled to reasonable compensation for his or her services rendered from time to time and/or to reimbursement of out of pocket expenses. IN WITNESS WHEREOF, I hereunto set my hand and seal to this my Last Will and Testament, written on four (4) sheets of paper, dated this ~ day of C~ ~-~ , 1996. ~/~y~~ (SEAL) Albert W. Weibl The preceding instrument, consisting of this and three (3) other typewritten pages, each identified by the signature or initials of the Testator, was on the day and date thereof signed, published and declared by the Testator therein named, as and for his Last Will, in the presence of us, who, at his request, in his presence, and in the presence of each other have subscribed our names as witnesses hereto. ~, _..~.~~/?-.~.~-.~ residing at ,~/W~?~'//~j ~, residing at COMMONWEALTH OF PENNSYLVANIA : . ss. COUNTY OF CUMBERLAND : I, Albert W. Weibley, the Testator whose name is signed to the attached or foregoing instrument, having been duly qualified according to law, do hereby acknowledge that I signed and executed the instrument as my Last Will; and that I signed it willingly and as my free and voluntary act for the purposes therein expressed. ~EAL) Albert W. Weibley F Sworn to or affirmed and acknowledged before me by ~r<~ ~. ~3~ , the Testator, this ~%~ day of ~ ~-~ Io~ , 1996. COMMONWEALTH OF PENNSYLVANIA : : SS. COUNTY OF CUMBERLAND : We, ~m~,~ c. iD~u;S and -F~ ~. ~60~S , the witnesses whose names are signed to the attached or foregoing instrument, being duly qualified according to law, do depose and say that we were present and saw the Testator sign and execute the instrument as his Last Will; that the Testator signed willingly and executed it as his free and voluntary act for the purposes therein expressed; that each subscribing witness in the hearing and sight of the Testator signed the Will as a witness; and that to the best of our knowledge the Testator was at the time eighteen (18) or more years of age and of sound mind and under no constraint or undue influence· Sworn to or affirmed and subscribed to before me by ~m~u~ ¢. ~4~ and ~,~ rtl. ~eu~, witnesses, this 1996 ~1~ day of ,~> c~ ~ , . Investment Group Trust Department/Private Client Services 14 North Main Street, Chambersburg P~4 17201 717 267-7627 or 717 267-7625 F.4X 717 267-7642 March 10, 2003 Cumberland County Courthouse Register of Wills - Attention: Jackie One Courthouse Square Carlisle, Pennsylvania 17013 REFERENCE: Estate of Albert W. Weibley a/ida Albert Weibley Dear Jackie: As a follow-up to our telephone conversation this morning regarding the signature on the Last Will and Testament dated October 24, 1996, for the Weibley Estate, please be advised that Albert W. Weibley (as printed on the Will) and Albert Weibley (as executed by the decedent) are the same individual. Please have all official probate documents issued by your office indicate "Albert W. Weibley a/k/a Albert Weibley" (or vice versa, whichever is appropriate). This should allow for a more problem-free administration of the estate. Additionally, and as noted on your records, all original probate documents should be sent directly to the bank: M&T Trust Co., Trust Department, 14 North Main Street, Chambersburg, Pa. 17201. Thanks very much for your attention and cooperation. Please give me a call at 267-7625 if you have any further questions. Sincerely, John Schall Assistant Vice President MAR-lB 83 B~:l~ FROM:M AND T BANK INV GAP 717-867-7648 MaT Group TO:SE407797 PAGE:Bi Trust Depar~ment/Prlpate Client Services 14 North Main Street. Chambersburg PA 17201 717 267-7617 or 717 267-7625 FAX 717 267- 7642 March 10, 2003 Cumberland County Courthouse Register or Wills - Attention: Jackie One Courthouse Square Carlisle, Penasyivania 17013 REFERENCNt: Estate of Albert W. Weibley a/ida Albert Weiblcy Dear Jackle: As a follow-up to our telephone coaversation this morning regarding the signature on the Last Will and Testament dated October 24, 1996, f'OF the Welbley Estate, please be advised that Albert W. Weibley (as printed on the Will) and Albert Weibley (as executed by the decedent) are the same individual. Please have all official probate documents issued by your office indicate "Albert W. Wcibley n/k/a Albert Welbiey' (or vice versa, whichever is appropriate). This should allow for a more problem-free administration of the estate. Additionally, and as noted on your rCM:OF(IS, all oriitinai probate documents should be sent directly to the bank: M&T Trust Co., Trust Department, 14 North Main Street, Chambersburg, Pa. 17201. Thanks very much for your attention and cooperation. Please give me a call at 267-762~ if you have any further questions. Sincerely, John Schall Assistant Vice Presldeflt In the Estate of: Estate .o. c~/--~-- ~//~ Date ~?//q'/o$ CLAIM AGAINST DECEDENT'S ESTATE The claimant certifies that there is due and owing by the decedent in accordance with the attached statement of account or other basis for the claim the sum of $ 1007.37 I solemnly affirm under the penalties of perjury that the contents of the foregoing claim are true to the best of my knowledge, information and belief. Pharmacare Name of Claimant SI ant or person authorized to make verifications on behalf of claimant Jeanne Zaladonis, Billing Clerk One James Day Drive Name and Title of Person Signing Claim Address Cumberland. MD 21502 (301) 777-1773 Telephone Number FILED: RECORDED: Claims Docket Liber Folio Instructions: 1. This form may be filed with the Register of Wills upon payment of the filing fee provided by law. A copy must also be sent to the personal representative by the claimant. 2. If a claim is not yet due, indicate the date when it will become due. If a claim is contingent, indicate the nature of the contingency. If a claim is secured, describe the security. RW 1128 PS-3584 PATIENT RECORD Pat Code.. WEIBALBEA Last Name.WEIBLEY First.ALBERT MI. Title. In Care...JOHN T.SCHALL-M AND T BANK PC. FullN.N Street .... 14 N. MAIN STREET City ...... CHAMBERSBURG St. PA Zip.17201- Home ...... 000-000-0000 Work...000-000-0000 DriverLic. SSN #.. - - Email ..... PrvB: 1,007.34 Chgs: .00 Pays: .00 CBal: 1,007.34 PyDt: 00/00/00 LtRx: 0000000 Med Rec #. BDate.. Allergy.> A-Acct %.> Sex .... Med Cond> Doctor...> Weight. Misc ..... Doc Visit.00/00/00 Preg...N Type ..... Group..GS Room#.. Level.. C-Acct.WEIBALBEA SLimit.5000.00 Frozen. Ded $...00 Ded %...00 Disc..>00 DMngt..Y RefRem. Bad Ck. Msg Codes> MES ....... Locat..00 AutoAR. Tax Cd>00 UDA .... N Adm Dte..00/00/00 YTD Rx$...00 Disp Typ> Delete...* CERTIFICATION OF NOTICE UNDER RULE 5.6(a) Name of Decedent: Albert W. Weibley Date of Death: February 22, 2003 Will No.: 2003-00219 PA No. 21-03-0219 To the Register: I certify that notice of (beneficial interest) estate administration required by Rule 5.6(a) of the Orphans' Court Rules was served on or mailed to the following beneficiaries of the above- captioned estate on May 6, 2003 · Name Address Christ United Methodist Church, 47 East King Street, Shippensburg, PA 17257 Manufacturers and Traders Trust Company, 14 North Main Street, Chambersburg, PA 17201 Notice has now been given to all persons entitled thereto under Rule 5.6(a) except None Date: 05/06/2003 '~/~ ~ ~ Signature Name: Hamilton C. Davis, Esq. Address: P.O. Box 40 Telephone: Capacity: __ Shippensburg, PA 17257 717-532-5713 X personal representative __ counsel for personal representative LAW OFFICES OF ZULLINGER- DAVIS PROFESSIONAL CORPORATION JOEL R. ZULLINGER 14 North Main Street Suite 200 Chambersburg, PA 17201 717-264-6029 Fax: 717-264-1884 zulngrlawCC_,supemet.com Dale F. Shughart, Jr. of counsel HAMILTON C. DAVIS 20 East Burd Street, Suite 6 P.O. Box 40 Shippensburg, PA 17257 717-532-5713 Fax: 717-530-5222 davislaw@supemet.com Register of Wills Cumberland County One Courthouse Square Carlisle, PA 17013 RE: Estate of Albert Weibley Est. No. 21-03-00219 ~ Dear Sir or Madam: Enclosed herewith please find an inheritance tax remm, filed in duplicate for the above estate. No tax payment is due. A check for filing fee in the amount of $15.00 is also enclosed If there are any questions or concems, please contact me at the Shippensburg office. Thank you. Sincerely, Hamilton C. Davis for Zullinger - Davis Professional Corporation HCD/njk Enclosure COMMONWEALTH OF PENNSYLVANia DEPARTMENT OF REVENUE DEPT. 280~0 ~ HARRISBURG PA 17!28-0601 REV-1500 INHERITANCE TAX RETURN RESIDENT DECEDENT i DECEDENTS NAME iLAST, FIRST, AND MIDDLE INITIAL) I Weibley. Albert ~ '~ DATE OF DEATH (MM.DD-YEAR) DATE OF BIRTH (MM-OD-YEAR) "q ~ 0TM ;~003 04/'07/'1908 ', (IF APPLICABLE) SURVIVING SPOUSE'S NAME ( LAST, FIRST AND MIDDLE INITIAL~ N/A, ~oo < [] 1. Original Return [] 2. Supplemental Return [] 4. Limited Estate [] 4a. Future Interest Compromise (date of death after 12-12-82) FILE NUMBER 21 03 00219 COUNTY CODE YEAR NUMBER SOCIAL SECURITY NUMBER 180-05-7523 THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS SOCIAL SECURITY NUMBER ] 3. Remainder Return (date of death pdor to 12-13-82) [] 5. Federal Estate Tax Return Required I [] 6. Decedent Died Testate (Attach copy of Will) ir'-] 9. Litigation Proceeds Received [] 7. Decedent Maintained a Living Trust (Attach copy of Trust) ] 10. Spousal Poverty Credit (date of death between 12-3%91 and 1-1-95) 0 8. Total Number of Safe Deposit Boxes [] 11.Election to tax under Sec. 9113(A) (Attach Sch O) iTHIS SEcTiON MUsT BE COMPLETED: ALL cORRESpONDENcE AND CONFIDENTIAL TAX INFORMATIoN SHOULD BE DIRECTED TO: ?amiltonC. Davis fIRM NAME (If applicable) Zullinger - Davis, PC tELEPHONE NUMBER 717/532-5713 COMPLETE MAILING ADDRESS 20 East Burd Street, Suite 6 P.O. Box 40 Shippensburg, PA 17257 1. Real Estate (Schedule A) (1) None. 2. Stocks and Bonds (Schedule B) (2) None 3. Closely Held Corporation, Partnership or Sole-Proprietorship (3) None 4. Mortgages & Notes Receivable (Schedule D) (4) None 5. Cash, Bank Deposits & Miscellaneous Personal Property (5) ! 1,74 8.01 (Schedule E) 6. Jointly Owned Property (Schedule F) (6) None [] Separat~ Billing Requested 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (7) 3 ! 5,490.6 ! (Schedule G or L) 8. Total Gross Assets (total Lines 1-7) 9. Funeral Expenses & Administrative Costs (Schedule H) (9) 33,857.09 10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) (10) 1,45 1.46 11. Total Deductions (total Lines 9 & 10) 12. Net Value of Estate (Line 8 minus Line 11 ) 13. 14. (8) (11) 327,238.62 35,308.55 291,930.07 291,930.07 0.00 (12) Charitable and Governmental Bequests/Sec 9113 Trusts for which an election to tax has not been (13) made (Schedule J) Net Value Subject to Tax (Line 12 minus Line 13) (14) SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES 15. Amount of Line 14 taxable at the spousal tax rate, x .00 (15) or transfers under Sec. 9116(a)(1.2) 16.Amount of Line 14 taxable at lineal rate x .045 (16) 17. Amount of Line 14 taxable at sibling rate x .12 (17) 18. Amount of Line 14 taxable at collateral rate x .15 (18) 19. Tax Due (19) Copyright 2000 form software only The Lackner Group, Inc. Form REV-IS00 EX (Rev. 6-00) Oecedent's Complete Address: STREET ADDRESS 201 East Burd Street. Apartment l l0 CITY Shippensburg ]STATE PA !ZW 17257 Tax Payments and Credits: 1. Tax Due (Page 1 Line 19) 2. Credits/Payments A. Spousal Poverty Credit B. Prior Payments C. Discount (~) Total Credits (A + B + C) (2) 3. Interest/Penalty if applicable D. Interest E. Penalty Total Interest/Penalty (D + E) (3) 4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT. (4) Check box on Page 1 Line 20 to request a refund 5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5) A. Enter the interest on the tax due. (5A) B. Enter the total of Line 5 + SA. This is the BALANCE DUE. (5B) Make Check Payable'to? REGISTER OF WILLS, AGENT 0.00 0.00 0.00 0.00 PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS 1. Did decedent make a transfer and: Yes No a. retain the use or income of the property transferred; .................................................................................. [] [] b. retain the dght to designate who shall use the pr6perty transferred or its income; .................................... c. {etain a reversionary interest or ......................... d. receive the promise for life of either payments, benefits or care? ............................................ 2. If death occurred after December 12, 1982, did decedent transfer property within one year of death without receiving adequate consideration? ....................................................................................................................... [] [] 3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death? ......... [] [] 4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which contains a beneficiary designation? ...................................................................................................................... [] [] IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE ITAS PART OF THE RETURN. Under penalties of pequry, I declare that t have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct and complete. Declaration of 13reparer other than the personal representative is based on all information of which preparer has any knowledge. SIGNATURE OF PERSON RESPONSIBLE FOR FILING RETURN ADDRESS Cb. - ' ~]~r~ 7~/t'/~''. ~//~ 55 South Main Street Chambersburg, PA 17201 / SIGNATURE OF PERSON RESPONglBLE FOR FILING RETURN ADDRESS DATE SIGNATUREOF PREPAdR OTHERTHAN REPRESENTATIVE ADDRESS 20 East Burd S~eet State 5 DATE llamilton C. DavJa/f ~} '3. ~ ~ · ..... , ' //// .--/'// / ~- --~ ~.u. ~ox ~u / ~~ ,/~ Shippensburg, PA 17257 /~/Z~/~ For dates of death on or after July 1, 1994 and before January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 3% [72 P.S. §9116 (a)(1.1) (i)]. For dates of death on or after January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 0% [72 P.S. §9116 (a) (1.1) (ii)]. The statute does not exempt a transfer to a surviving spouse from tax, and the statutory requirements for disclosure of assets and filing a tax return are still applicable even if the surviving spouse is the only beneficiary. For dates of death on or after July 1, 2000: The tax rate imposed on the net value of transfers from a deceased child twenty-one years of age or younger at death to or for the use of a natural parent, an adoptive parent, or a stepparent of the child is 0% [72 P.S. §9116 (a) (1.2)]. The tax rate imposed on the net value of transfers to or for the use of the decedent's lineal beneficiaries is 4.5%, except as noted in 72 P.S. §9116 1.2) [72 P.S. §9116 (a) (1)]. The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is 12% [72 P.S. §9116 (a) (1.3)]. A sibling is defined, under Section 9102, as an individual who has at least one parent in common with the decedent, whether by blood or adoption. COMMONWEALTH OF PENNSYLVANIA INHER~TANCE TAX RETURN RESIDENT DECEDENT SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY ESTATE OF 'FILE NUMBER Weibley, Albert I 21 -03 -00219 Include the proceeds of litigation and the date the proceeds were received by the estate. All property jointly.owned with the right of survivorship must be disclosed on schedule F. ITEM NUMBER DESCRIPTION M&T Checking Account Accrued Interest on 1 Cash from Apartment Pennsylvania Blue Shield Refund Entertainment Weekly Refund AARP Refund Allstate Insurance Refund Lebonan Mutual Insurance Company Refund Comcast Cable Refund TOTAL (Also enter on Line 5, Recapitulation) VALUE AT DATE OF DEATH 11,274.07 1.55 46.18 276.52 39.75 26.26 45.32 20.00 18.36 11,748.01 COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Weibley, Albert SCHEDULE G INTER-VIVOS TRANSFERS & MISC. NON-PROBATE PROPERTY FILE NUMBER 21 - 03 - 00219 This schedule must be completed and filed if the answer to any of questions 1 through 4 on page 2 is yes. ITEM NUMBER DESCRIPTION OF PROPERTY Include the name of the tra,~sferee, their relationship to decedent and the date of transfer. Attach a copy of the deed for real estate. Manufacturers and Traders Trust Company Revocable Trust - Account No. 419283601 (See attached vaulation and cop~, of Trust Agreement) DATE OF DEATH % OF VALUE OF ASSET DECD'S INTEREST 315,490.61J 100% I TOTAL (Also enter on line 7, Recapitulation) EXCLUSION (IF APPLICABLE) TAXABLE VALUE 315,490.61 315,490.61 COMMCNWEALTH OF' PENNSYLVANIA INHERITANCE *AX RETURN RESIDENT DECEDENT SCHEDULE H FUNERAL EXPENSES & ADMINISTRATNE COSTS ESTATE OF ~FILE NUMBER Weibley, Albert : 21 - 03 - 00219 Debts of decedent must be reported on Schedule I. ITEM NUMBER DESCRIPTION AMOUNT FUNERAL EXPENSES: Fogelsanger-Bricker Funeral Home ADMINISTRATIVE COSTS: Personal Representative's Commissions M&T Trust Co., Successor to Financial Trust Services, Co Social Security Number(s) / EIN Number of Personal Representative(s): Street Address 55 South Main Street City Chambersburg State PA Zip 17201 Year(s) Commission paid Attorney's Fees Hamilton C. Davis, Esquire Family Exemption: (If decedent's address is not the same as claimant's, attach explanation) Claimant Street Address City State Relationship of Claimant to Decedent Probate Fees Cumberland County Register of Wills Zip Accountant's Fees Tax Return Preparer's Fees Jack E. Nace Other Administrative Costs Legal Advertising - Cumberland County Legal Journal Legal Advertising - The News Chronicle Total of Continuation Schedule(s) TOTAL (Also enter on line 9, Recapitulation) 8,327.74 13,453.35 10,375.00 325.00 200.00 75.00 101.00 1,000.00 33,857.09 COMMCNWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT Schedule H Funer'aJ Expenses & Admin~ Costs continued ESTATE OF !FILE NUMBER Weib!ey, Albe~ 2 ! - 0.7, - 002 ! 9 Reserve for Contingencies and Closing Costs 1,000.00 Page 2 of Schedule H COMMONWEALTH OF PENNSYLVANIA INHERIT-~NC E TAX RESICENT DECEDENT SCHEDULE I DEBTS OF DECEDENT, MORTGAGE LIABILITIES, & LIENS [FILE NUMBER ESTATE OF Weibley, Albert [ 21 - 03 - 00219 Include unreimbursed medical expenses. DESCRIPTION ITEM NUMBER 1 2 3 4 Episcopal Square Apartments Penelec Sprint Pharmacare TOTAL (Also enter on Line 10, Recapitulation) AMOUNT 355.00 59.36 29.76 1,007.34 1,451.46 ~E?-~ ~ Ex. (.9-oo) ~ COMMONWEALTH OF PENN$YLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE J BENEFICIARIES ESTATE OF ~FILE NUMBER Weibley, Albert 21 - 03 - 00219 NUMBER II. NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY TAXABLE DISTRIBUTIONS (include outright spousal distributions) RELATIONSHIP TO DECEDENT Do No/List Trustee(s) I · cover sheet Enter dollar amounts for distributions shown above on lines 15 through 18, as appropriate, on Rev 1500 NON-TAXABLE DISTRIBUTIONS: A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS Christ United Methodist Church 47 East King Street, Shippensburg, PA 17257 TOTAL OF PART II - ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET AMOUNT OR SHARE OF ESTATE 291,930.07 291,930.07 SELECTE:O HOLD INCS REPORT /,..-' L," L' fOR ACCOUNT ~1~281601 -~E'B ............. / '~'~ ' TYPE: RESCALE TRUST' ~ LET, ~U~H[ ~ TUA IN PRJNCIP~ ~D INVESTED INCOHE PORTF ' ~ 5 'REP~EO AT 08:3~ AH ON 2/26/03 ~ ~P~lTY: 'RUSTEE * INVESTHE~ ~ - ~,~ ?~=~==~====~.e_=____ . BATC~ATE 2/26/03 ~ITH ASSET PRI~S AS OF ~THORITY. SOLE AU ..... = == ..... =====.== __ 2t 7/0] ADNINISTR ~ 7 · BOOK VALUE TAX / OEPARTI~NT FEOERAL COST STATE COST REFEREIICE LAST ANORT ACQUISITION DATES REC LOC FEO PREM STT PREM R/H NUMBER V CVPXX 92830F6U.6 P 2/q/03 2/b/03 ~6 ~6 ~9.89 ~9.89 P i/6/03 I/6/03 ~6 ~6 786.73 786.73 P 1/10/03 1/10/03 ~6 q6 9,957.5b 9,957.5~ P 2/4/03 2/4/03 q6 ~6 360.0b 360.O~ P 2/4/03 2/q/03 ~6 ~6 599.23 599.23 11,753.b3~ 11.753.q3· 11,753.~3 11o7§3.43 IqARKET VALUE SHARES/ PV /UNITS BEG AMORT HONEY MARKET FUNDS VISION INST PRIHE HONEY MARKET 81L~ .... - ' ~9.8900 786.7300 9,957.~b00 360.0#00 599.2300 11,753.~3e 11,753.h3e 11,753.q300# 1~6,354.4~ F T eA65~65 B F T eb14~079 I B F T e~837 I B F T e~6514~6 I B 73,763.32 9,905.00 83,688.3~ ~1,796.19 230,092.62 73,783.32 9,905.00 £QIJITY NUTUAL FUNDS -"'""'-""-"'"~ LEDERATEO MAX-CAP INDEX rO-I ~39 ~ISPX 31q20E1 ' ~ 8,576.2930 lb5,88~.7~ ~ .... ~:35~.~F 2/~E/03 ~ ~2 q7 fiXED IN~ME ~TU~ FUN~ VISION I~ER ~RM B~O FO ~123~ OVl~ 9283 F , ~o UU~ATI~ BO FD 1 ......... -A J120 GVLDX ~ 9~830F~ ~ ,~u.uuuu 9,910.00 9,905.00P CASH ON H~O -11,703.5q -1~,703.~b ~ ~ · ' ' ' F T *~7330 B F · #q7336 B F T e12370q B (^) Sc]-~ic¢~, includin§ rn¢~h~Ltdise ....... Cash Advam"-~,t. W~ have advaflcud thc following funds I~{~ con vu~{{ul{~.c ....................... ((') ^ddLqio.a{ Jiums, ~rdcmd later ....... {'Ya, lc No. Fu~c~al of Pebrua~y 27, 2003 Alhe~-t N. "Ab" Wefbley Mr. Richard Weibley 29 ~tyrick Avenue Shippensburg, PA 17257 Penoaal. Slaff and I ' Pm£¢ssional Scntices Funeral Heine $ 3,8 0 0. O0 f~ili[~ and ~ Au~mobile ~uip~m Ca~ $1 , 995.00 I~um Rc~c $1,308. OO Mon~en t Engr aving $ 100.00 Tetai 'A' Foundation for ~arker $ 50.00 Opening Grave $ 425.00 Clergy Honorarium $ 50.00 Certified copies $ 24.00 Flowers $ 159.00 Orqanfst $ 100.00 Soloists $ IO0.O0 Chu£ch Reception $ ~!~2~,~y4 7bul 27' Ct~nplulc Tolal Amounl Paid $7,195.00 $1 , 132.74 $8,327.74 $8,327.74 - 0- I, ALBERT W. WEIBLEY, of the Borough of Shippensburg, Cumberland County, Pennsylvania, declare this to be my Last Will and Testament and revoke any Will or Codicil previously made by me. ITEM I: I direct that all my just debts (except as may be barred by a Statute of Limitations) and my funeral expenses (including my gravemarker and expenses of my last illness) shall be paid from my residuary estate as soon as practicable after my decease as a part of the administration of my estate. ITEM'II: I devise and bequeath the residue of my estate to the Trustee acting at the time of my death under the Trust created by me o1% October 2, 1996 and last amended on Oc'~c~-%~) 1~9~ , o~ which FINANCIAL TRUST SERVICES COMPANY is Trustee, IN TRUST, for the uses and purposes and subject to the terms and provisions thereof. My residuary estate shall be added to such Trust and administered and distributed as a part thereof, including any alterations or amendments thereto made pursuant to its terms or any other lifetime trust which I may hereafter s~bstitute therefor. Should the Trust created by me on Octobe¥ 2, 1996 and last amended on _Oo~-~-~ ![%96 be entirely revoked without a substitute (or other provision made in the document of revocation) or should that Trust fail to exist or be or become unenforceable for any reason, then my residuary estate shall be held and administered and distributed by my Executor as a Trustee pursuant to the terms and provisions of that Trust as it existed on october such resultant Trust being considered a testamentary Trust, ITEM III: My Executor and/or Trustee herein appointed shall have, in addition to those powers vested in it by ].aw and any other provisions of my Will, all powers granted by me to the Trustee in the above referenced Trust (and any amendment of or substitute for such) as fully and completely as if the same were set forth herein in their entirety and the same are hereby incorporated herein by r.:ference. ITEM IV: I direct that all taxes that may be assessed in consequence o4 my death, of whatever nature and by whatever jurisdiction imposed, shall be paid from my residuary estate as part of the expenses of the administration of my estate. ITEM V: I appoint FINANCIAL TRUST SERVICES COMPANY, Executor of this my Last Will. Should it fail to qualify or cease to act as E~ecutor, I appoint my friend, GALEN J. KARPER, Alternate Executor _ of thls my Last Will. ITEM VI: I direct that my Executor and Trustee or their snccessors shall not be required to give bond for the faithful performance of their duties in any jurisdiction. ITEM VII: My corporate fiduciary shall be entitled to compensation based upon its regular schedule of fees for such services in effect from time to time during the period over which its sea-vices are performed. ITEM VIII: My individual fiduciary shall be entitled to' reasonable compensation for his or her services rendered from time to time and/or to reimbursement of out of pocket expenses. IN WITNESS WHEREOF, I hereunto set my hand and seal to this my Last Will and Testament, written on four (4) sheets of paper, dated this ~- day of <~~-% ., 1996. ~/~y~ (SEAL) Albert W. Weibl The preceding instrument, consisting of this and three (3) other typewritten pages, each identified by the signature or initials of the Testator, was on the day and date thereof signed, published and declared by the Testator therein named, as and for his Last Will, in the presence of us, who, at his request, in his presence, and in the pre{cate of each other have subscribed our names as witnesses hereto. residing at COMMONWEALTH OF PENNSYLVANIA : COUNTY OF CUMBERLAND : I, Albert W. Weibley, the Testator whose name is signed to the attached or foregoing instrument, having been duly qualified according to law, do hereby acknowledge that I ~igned and executed the instrument as my Last Will: and that I signed it willingly and as my free and voluntary act for the purposes therein expressed. Albert W. Weibley - ~ !EAL) Sworn to or affirmed and acknowledged be fore me by RL~¢~r ~3. UJ~r~L~¥ , the Testator, this n%~ day of __~C ~ ~ , ~996. Ndtary Publi~ COMMONWEALTH OF PENNSYLVANIA · COUNTY OF CUMBERLAND : tt~e witnesses whose names are signed to the attached or foregoing instrument, being duly qualified according to law, do depose and 'ay that we were present and saw the Testator sign and execute the instrument as his ~st Will; that the Testator signed willingly and executed it as his free and voluntary act for the purposes therein expressed; that each subscribing witness in the hearing and sight of the Testator signed the Will as a witness; and that to the best of our knowledge the Testator was at the time eighteen (18) or more yaars of age and of ~ound mind and under no constraint or undue Sworn t.o or affirmed and subscribed to ~ - ) N6tary Publ AMEN'~I~.D ~ I{I~HTATED A(~It.13EI,(131q~I' O? TRUST THIS AMENDED AGREEMENT OF TRUST executed in multiple counterparts this ~day of O~~_ , 1996, between ALBERT W. WEIBLEY, of 101 North Prince Street (110 Stevenson Building) Shippensburg, Cumberland county, Penns¥1uania (hereinafter called "SETTLOR") and FINANCIAL TRUST SERVICES COMPANY (hereinafter called "TRUSTEE"~. , ................... WHEREAS, SETTLOR and TRUSTEE entered into an Agreement of Trust dated October 2, 1996; and WHEREAS, SETTLOR reserved the right and power to amend the original Trust (and any subsequent amendments) and he desires hereby to do so; and WHEREAS, TRUSTEE is agreeable that such amendments be made and become effective immediately upon the execution hereof. WITN ES SETH : FIRST: The Agreement of Trust dated October 2, 1996, is hereby amended by revoking all provisions thereof and replacing them with the following, which shall be in full substitution therefor. .- SECOND: The principal and any accumulated income presently held by TRUSTEE shall continue to be so held, which sum, together with all other property, real or personal, that may be added to the trust (such cash and additions being hereinafter called "principal,,), shall hereafter be held by TRUSTEE, IN TRUST, upon the following terms and conditions. THIRD: TRUSTEE shall manage all property comprising the principal of this Trust and shall collect the income therefrom and accretions thereto and shall pay the net income and hold and distribute the principal of said Tr~st as follows: A. TRUSTEE shall pay from the net income therefrom to SETTLOR for and during his lifetime such Periodic installments in such amounts as SETTLOR shall request, provided that if, in the opinion of TRUSTEE, SETTLOR should by reason of age, illness, or for any ot~er cause become incapable of appropriately receiving and disbursing income TRUSTEE may then apply the net income of this Trust for the health and medical care and maintenance and support of SETTLOR to maintain him in the station of life to which he is accustomed at the creation of this Trust. Any income not disbursed hereunder or as directed by SETTLOR under ITEM EIGMTH shall be accumulated and (from time to time) added to the principal. B. As much of the accumulated income and principal of this Trust as TRUSTEE in its sole discretion may from time to time think advisable for the heal=h, support and maintenance in reasonable comfort of SETTLOR (to maintain him in the station of life to which he is accustomed at the creation of this Trust) shall be either paid to him or else applied directly for his benefit by Trustee. C. Upon SETTLOR's death, TRUSTEE shall hold or distribute the residue and remainder of the principal and any accumulated and undistributed income hereof and herefrom and any additions received under SETTLOR's Will or the Will of any other person or otherwise, after payment of SETTLOR's debts, taxes and administration expenses as hereinafter provided, in PERPE~JAL TRUST, for the benefit .of the Christ United Methodist Church of Shippensburg, Pennsylvania for the following uses and purposes and under.the following terms and conditions, a~ an endowment, as follows: 1) From the income (but not exceeding $250 per year) there shall be distributed the-following: a) The cost of having placed upon SETTLOR's grave and SETTLOR's late wife's grave (being Pearle B. Weibley), upon SETTLOR's wife's mother's and father's graves (being Charles B. Baker, Jr. and Dorothy V. Baker), and upon SETTLOR's wife's brother's grave (being Chalmer D. Baker) in Spring Hill Cemetery, Shippensburg, Pennsylvania, on Memorial Day of each year, an arrangement of natural or fresh flowers, the selec%ion of such flowers to be in the sole discretion of the said Trustees of Christ United Methodist Church of Shippensburg. b) The cost of having placed upon SETTLOR's grave and SETTLOR's late wife's grave, upon SETTLOR's wife's mother's and father's graves (being Charles B. Baker, Jr. and Dorothy V. Baker) and upon SETTLOR's wife's brother's grave (being Chalmer D. Baker) in Spring Hill Cemetery, Shtppensburg, Pennsylvania on Christmas Day of each year, an arrangement of. artificial flowers, the selection of such flowers to be in the sole discretion of the Trustees of Christ United Methodist Church of Shippensburg. 2} The balance of the income therefrom, annually, shall be payable to the Trustees of Christ United Methodist Church, to be utilized by it, in its discretion, for appropriate .uses in the following specified order: a) For the maintenance, repair and replacement of the sound system in the church sanctuary (which was Dreviously a gift in SETTLOR's lifetime by SETTLOR). b) For the use in.~onnection with the music department of Christ United Methodist Church. c) Any residue not applied in the discretion of the Trustee to the uses specified in subparagraphs (a) and (b) shall be disbursed by the Board of Trustees as it in its discretion 4 determines necessary and desirable for the general purposes of Christ United Methodist Church of Shippensburg, Pennsylvania. FOURTH: The principal and income of this Tr~st shall be free from anticipation, assignment, pledge or obligation of SETTLOR or of any beneficiary and shall not be subject to any execution or attachment or to voluntary or involuntary alienation. FIFTH: TRUSTEE shall have the power, but not the duty, to make such expenditures out of this Trust as it, in its uncontrolled discretion, may consider desirable in .order to facilitate the settlement of SETTLOR's estate. In exercising such power, TRUSTEE may pay, in whole or in part, any or all of the following items: the expenses of SETTLOR's last illness and burial, including cost of gravemarker: his debts: his income taxes: the death taxes on any and all property included in his gross estate for tax purposes; and all other items in connection with the settlement of his estate. Any such items may be paid directly by TRUSTEE or the funds for their payment may be transferred by TRUSTEE to SETTLOR's executor or administrator; and neither such execut~ or administrator or any beneficiary of SETTLOR's estate shall be required to reimburse TRUSTEE for any funds so paid or transferred. TRUSTEE may rely on certification executor. SIXTH: as to any such costs and taxes from SETTLOR'$ TRUSTEE and any other fiduciary shall have the following powers in addition to those vested in it by law and by other provisions of this tim/st, applicable to all property, whether principal or income, including property held for minors, exercisable without court approval, and effective until actual distribution of all property: A. To retain any or all of the assets of this Trust, real or personal, including stock of a Trustee, without regard to any principle of diYersification or risk. B. To invest in all for%ms of property, including Gtock, . common trust funds, mutual funds and mortgage investment funds whether operated restriction to fiduciaries, as by a TRUSTEE or by others, without investments authorized ~or Pennsylvania it deems proper,, without regard to any principle of diversification or risk, in the form of stock, checking accounts, savings accounts, certificates of deposit or:other investments without limitation as to Federal Deposit Insurance Corporation (or other similar agency) insurance limits for such investments. C. To sell at public or pri~te sale, to exchange, or to lease for any period of time, any real or personal property and to give options for sales, exchanges or leases, for much prices and upon such terms or conditions as it deems proper. D. To allocate receipts and expenses to principal or income or partly to each as TRUSTEE, from time to time, think~ proper in its sole discretion, but in no event shall the income of the marital deduction trust De reduced by the exercise of this power. E. To compromise any claim or controversy. F. To distribute in.cash or kind or partly each. G. To purchase assets from SETTLOR's estate and to lend money to SETTLOR's estate. H. To hold property in.its name without designation of any fiduciary capacity, or in the name of a nominee or unregistered. I. To repair, alter or improve any real or personal property: to borrow money including the right to borrow money from any fiduciary hereunder, and to pledge, mortgage~ or create a security interest in any property held by them as security therefor, and to mske loans, secured or unsecured, for such purposes and upon such terms and conditions as the TRUSTEE may deem advisable, including loans to SETTLOR's estate, with or without interest, for any purpose whatsoever, and to exercise options of any kig~. J. To subscribe for or to exercise options for stocks, bonds, or other investments; to join in any plan of lease, mortgage, merger, consolidation, reorganization, foreclosure or voting trust and to deposit securities thereunder; to vote securities in person or by proxy, in such connection to 7 delegate discretionary powers: and generally to exercise all the rights of security holders or employees of any corporation. K. To pay from the income of the trust created herein, monthly payments on any mortgage on real estate owned by SETTLOR individually or Jointly with another person at the time of SETTLOR's death, if TRUSTEE deems it advisable not to prepay any such mortgage. L. Trustee, generally, shall have full power, and authority to exercise all rights and privileges appurtenant to any property held by it, and to execute and deliver any and all instruments which may be necessary or expedient in the exercise of the powers granted herein. M. To exercise any law-given option to pay death taxes in installments, the payment · of interest due on such installments to be charged against principal. N. To exercise any law-given option to treat administrative expenses either as income tax or as estate tax deductions, without regard to whether the expenses were paid from principal or income. O. Should the principal of any Trust herein provided for be or become too small in TRUSTEE'$ discretion so as to make establishment or continuance of trust inadvisable, TRUSTEE or SETTLOR's personal representative may make immediate distribution of the then remaining principal and any accumulated or undistributed income outright to the person or per~ons and in the proportions they are entitled to. p. Any individual TRUSTEE may from time to time delegate his or her powers and duties, both administerial and discretionary, to one or more other trustee with full power to revoke such discretion and renew the same at pleasure. p. To receive other property of any type acceptable to the TRUSTEE, including, but not in way of limitation, life insurance proceeds, which may be devised, bequeathed, assigned, granted, conveyed or made payable to TRUSTEE by any other person, to be added to and administered in accordance with the then applicable provisions of the Trust or Trusts hereunder; provided, however, if more than one Trust is then being administered hereunder, such other person may specify, · in the instr~ment of transfer, among which Trusts, and in what proportions ~uch property shall be allocated. Q. To treat the entire Trust estate as a common fund for the purpose of investment, notwithstanding any provision herein for division thereof into shares or separate trusts. SEVENTH: Subject to approval of TRUSTEE, anyone may add property, real or personal, to the principal of this Trust by Dee~, Will or otherwise, sETTLOR specifically reserves the right to add property to the principal of this Trust by Deed, Will or otherwise. EIGHTH: SETTLOR reserves the right by an instrument in 9 writing intended to take effect during SETTLOR's lifetime signed by SETTLOR and delivered to TRUSTEE to withdraw s~ms of principal, to direct payments of accumulated income or to revoke or amend this Agreement in whole or in part, provided that the duties, powers and liabilities of TRUSTEE shall not be substantially changed without its written consent. NINTH: TRUSTEE shall receive compensation for the performance of its functions hereunder in accordance with its standard schedule of fees in effect from time to time during the period over which its servicem are performed. TENTH: The situs of this Trust accounting purposes shall be in the for administrative and County of Cumberland, Commonwealth of Pennsylvania, and all questions pertaining to the construction or validity of the provisions of this instrument shall be governed by the laws of that Commonwealth (except its conflicts of laws rules shall not be operable). Despite the foregoing, the TRUSTEE may, at any time and from time to time, change the situs of any TRUST created hereunder as the TRUSTEE in his sole discretion deems deeirable for the benefit oF security of this TRUST. The TRUSTEE may elect (or decline to elect) the law of a different jurisdiction or a different County and thereafter the court of such other jurisdiction or County shall have the power to effectuate the purposes of this instrument to such extent. The TRUSTEE may change the situs of any TRUST created hereunder, and may change the situs of one TRUST without changing the situs of other TRUSTS created l0 ~ereunder. This is a continuing power which will not be exhausted Dy its use. The determination of the TRUSTEE as to the change of situs shall be conclusive and binding on all persons interested or claiming to be interested in any TRUST hereunder. ELEVENTH: In the event FINANCIAL TRUST SERVICES COMPANY for any reason desires to resign or otherwise not continue as TRUSTEE, SETTLOR grants onto his attorney, Hamilton C. Davis, Esquire (or should he be unable or unwilling to act, Joel R. .Zullinger, Esquire) as the case may be, in his sole discretion, the right and authority to appoint a successor corporate Trustee, which successor Trustee shall have all the powers given to the TRUSTEE under this Agreement, but shall not be liable for any acts or omissions of the prior TRUSTEE. The term TRUSTEE shall mean the TRUSTEE serving at the time In question. IN WITNESS WHEREOF, SETTLOR has hereunto set his hand the day and year first above written .and TRUSTEE has executed this instrument and caused its corporate seal to be affixed hereto. ' (SEAL) Albert J. Wei~le~R FINANCIAL TRUST SERVICES COMPANY 11 ' STATE OF FENNSYLVANIA : : ~$. COUNTY OF CUMBERLAND : the undersigned officer, personally appeared Alber~ W. Weibley, known to me (or satisfactory proven) to be the person wh~se name is s~scribed to the within inst~ent, and ac~owledged that he executed same for the purposes ~erein contained. IN WITNESS ~E~OF, I hereunto set my hand and ~fficial seal. i" NOTARIAL SEAL - HAMILTON C. DAVIS. Notary Publl; MY ~ommjeslon E=pim. SepI. 22,20~ - 12 I I I ' REVOCABL~ LIVII~G TRUST I, Albert I-~. Weibley ("Settlor"), 101 North Pr~nce Street, ShJppensburg, PA 17257 , hereby transfer to Financial Trust Services Company ("Trustee"), the property described in the .attached Schedule, to be held in Trust upon the following terms: FIRST. Dispositi¥.e. Provision- I_.'or. ,My Benefit. During my lifetime: A. All of the net income shall be paid to me at least quarterly or shall be paid or accumulated and added to principal, as I may direct in writing. B. As much of the principal as I may from time to time request in writing shall be paid to me or as I may otherwise direct. c. If, in the' Trustee's opinion, I am at any time unable to act ~r to apply the payments to my ow:a best interest and advantage, the Trustee may apply directly for my benefit a~ much of the income and/or principal as the Trustee may, from time to time, deem appropriate for my welfare, comfort, support or emergency needs, and may add to principal as much of the ~'ncome as the Trustee deems advisable. D. Trustee shall keep 'true and correct books of account, which books of account shall at all reasonable ' times be open to the inspection of me or my duly appointed representative. Trustee also shall render quarterly to me a detailed statement showing all receipts and disbursements om account of the trust estate and the manner and form in which the trust estate is invested at the time of the rendition of such statement. BECOND. Pi~positive Provisions ~fte~ ~/ ~ Upon my death, this Trust shall terminate and the Trustee shall pay the then remaining principal and income to the Executor or Administrator of'my estate for distribution as part of my estate. THIRD. Right T~Ro ~ A~n~ Amend. I reserve the right to revoke or amend this Trust, in whole or in part at any time and from time to time by an instrument in writing, delivered to the Trustee and intended to take effect during my lifetime, except that the duties, powers, and liabilities of the Trustee shall not be changed without its written consent. The Trustee reserves the right, at any time upon thirty (30) days advance written notice to Settlor, to resign the Trust and deliver the Trust Estate to me, after deducting therefrom its fees and any expenses then due and payable. FOURTH. ~ T__9 Th___pe T__rust. Subject to the approval of the Trustee, I may add property, real and personal, to the principal of the Trus~, Dy deed, will or otherwise. FIFTH. Trustee,s Powers. In addition to the powers granted by law and such powers as may have been granted .elsewhere in this Trust, the Trustee shall have the following discretionary powers, applicable to principal and income, which shall be exercisable without leave of court and shall be effective until distribution is actually made: A. To accept and retain amy property and to inYest and reinvest, without being confined to "legal investments,,, and without responsibility for diversification, in any form of property, including by way of illustration and not of limitation: real estate; common stock; bonds; options; common trust funds maintained by or securities issued by the Trustee or securities issued by any corporation controlling or otherwise affiliated with the Trustee; investment trusts; mutual funds; and securities issued outside the United States. B. To subscribe for stocks, bends, or other investments; to join in any plan of lease, mortgage, merger, consolidation, reorganization, foreclosure, or voting trust and deposit securities thereunder; to exercise options to purchase stock and other property; and generally to exercise all the rights of security holders in any corporation. C. To buy investments at a premium or discount; D. To register securities i'~{ street name or in the name of a nominee or in such manner that title shall pass by delivery and to vote, in person or by proxy, securities held hereunder and in such connection to delegate discretionary powers. E. To retain reasonable amounts of cash uninvested, for such periods of time as are deemed reasonable for the efficient administration of the Trust. F. In dividing or distributing any property, real or personal, included herein, to divide or distribute in cash, in kind, or partly in cash and partly in kind. G. To compromise claims. H. To determine whether any receipt or expenditure or any portion thereof should be charged or credited to income, to principal, or partly to both, without being obliged to apply the statutory and/or usual trust accounting rules. I. To employ and compensate from income or principal in Trustee's discretion investment and legal counsel, accountants, brokers, and other specialists, and to delegate to investment counsel discretion with respect to the investment and reinvestment of any or all of the assets held hereunder. SIXT}~. Compensation. The Trustee shall be compensated in accordance with its standard schedule of charges in effect from time to time during the period of"its service, and'this compensation shall be paid from principal or income or partly from each in the sole discretion of the Trustee. SEVENTH. NonTAs~ignment. The principal and income of this trust shall be free from anticipation, assignment, pledge or obligation of Settlor and shall not be subject to any execution or attachment or to ¥oluntary or involuntary alienation. EIGHTI{. Governing ~aw~ This Trust is created and accepted in the Commonwealth of Pennsylvania and shall in all respects be governed by its laws and shall have its situs at Cumberland County, Pennsylvania. IN WITN~Bg W}[EREOF, Settlor has hereunto set his hand this ~ day of. _~/~z~ , 1996, and Trustee has executed this instrument and caused its corporate seal to be affixed hereto. WITNESS WITNESS '.FINANCIAL TRUST SERVICES COMPANY / COMMONWEALTH OF PENNSYLVANIA COUNTY OF FRANKLIN me, a notary public in and for the said State and County, personally appeared ~/~...W~./~,~___, known (or satisfactorily proven) to be the person whose name is subscribed to the foregoing Revocable Living Trust and acknowledged that she executed the same for the purposes therein contained. WITNESS my hand and notarial seal. __ (SEAL) ~ounty United Way board of iire,~tors. The ,aim.of~ the Chamber Breakfast Club is to provide a forum for business, govern- meat and community leaders to obtain information and share ideas to support and strengthen the business and community activities {n the Shippensburg area. This program will be an oppor- tunity to hear the lieutenant governor speak on issues af- fecting the Pennsylvania business climate. Reservations can be made by calling the Shippensburg Area Chamber of Commerce at 532-5509. interested S]ioe~ker~ but said tins is likely due t~ the few ~ple who ~ up the fo~ot~n c~ ~aini. ~maker l~ ~ ~u~ ~r,~ C~sle ~ have ~ for ~ ti're ai well,"/ said while -dropP~g Albert "Ab" Weibley has been singing most of his life. In fact, he spent the morning of his 88th birthday singing before his church --just as he has done for the past 73 years. Weibley, who sings bass in the choir at Christ United NeighbOrs do not want. park in backyard',· By TODD NOVACK bors are concerned about discussing, would be to turn pensburg, turned 88 on Easter Sunday. With the exception of a year, during which he was in California, he has been singing in the choir since he was 15. "I got interested in music in grade school," commented Weibley, who resides in Episcopal Square. "Mrs. wing, and I started to do some scales .... I couldn't read a nots of music when I started singing in the choir. I sat between two basses, and that's how I'started to read Mrs. "Caddie" Martin was the choir director and organist at Christ United time, WeSley recalled. Through the years, Weib- lay has remained an active member of the church. He was choir director for "nine or 10 years as a service to the church," said Weibley. He also has been a song leader, has served on various com- mittees, and has been in- volved with the adopt-a-stu- dent program at Shippens- burg University. Currently, Weibley is a member of the church's administrative The Shippensburg Borough Authority will consider set- ting aside state-owned prop- arty on Lindsey Lot Road for a new recreational park. But Lindsay Lot Road residents do not want a park in their backyard. Signs posted "No Trespass- lng" on the land are ignored by area hunters, Lindsey Lot Road resident Kenneth Crouse said; The gate blocking the property was left open and the lock broken last week. Crouse said if the land is developed, the park will become a hangout for teen- agers. The borough authority wants to develop the acreage surrounding a creek blocked by Stony Point Dam. This watershed was previously used by the borough for tap- water. These potential park neigh- traffic and unruliness that might increase on the prop- erty if the land is turned into a park. "The borough will not maintain another park five miles outside of town. The borough already has two parks (The Memorial Park and Dykeman Springs Wet- land Park) near the heart of town," Crouse contended. "The third park will need po- lice protection and will be a cost to borough taxpayers." The borough authority has three options to choose from when dealing with the un- wanted property. They could simply abandon the land. The second option would be for the borough to spend $90,000 to dismantle the dam that sits on the land and sell the property for commercial or private devel- opment; The third option, and the one the borough is the property over to an organization willing to make the woodland into a park. "~ · ~ ~ Borough Attorney Forest Myers said the intention of the borough authority will be to acquire the land from the state and then turn over the land to the Boy 'Scouts .or Shippensburg Recreation and Parks Department for devel- opment. Myers, stated that it is his understanding that the Boy Scouts have visited the site and appear to be interested in restoring the grounds. The borough would acquire the land in trade for part of Gunter Valley that the bor- ough owns, Borough Author- ity member Mervin Folgel- sanger said. "People want to enjoy the woodland view that the park would provide." The park would make a nice place for someone to have a picnic, he said. board. In honor of his 85th birth- day,'the church choir hosted a party at the' home of Blaine Shover, who now directs the group and also serves as SU choir director. Among the gifts he received was an hon- orary membership in the SU choir. (Continued oa P~e 21 Albert Weibley By DEBBIE CHESTNUT 'Ab' Weibley sings a sweet tune at 88 Methodist Church in Ship- Clever'it~;k'me under her Methodist Church at that Robert Hilgen, director of the Pennsylvania District of 9465, I-nstalln~ent Ag-~em~nt ~- w- ~ep. Request~ legh eny, Singing sweet tunes · a great voice. At 8'8, he's in excellent health. He eats bet- ter than I do..He still drives, and he walks every day if it's fit; he goes about two miles a day." "He's a great man," remarked Shover. "First of all, he still sings. He's strong musically as well. He reads music extremely well. "When I first came to Christ UM Church, he would sing anthems and sing them well. I just figured that he had sung them before. But then I brought some new anthems. I knew he had never seen them before, but he sang them just as well. "He's very pleasant," add- ed Shover. "He goes in and does his job, and he never complains." Said Weibley, as he re- flected on the past 88 years, "We've got a great group, but we can always use new peo- ple. The time went fast. I've always liked music. It's al- ways brought me o]easure." (Continued From Page 1) "I had always wondered if I would have been good enough to make the college choir," said Weibley. "Blaine said I would have." Later, Weibley was called to the front of the church dur- lng a concert there by the SU choir. He was then invited to sing with the group as it pre- sented "Amazing Grace," Weibley's favorite hymn. "That was a surprise, I can tell you that," laughed Weibley. Weibley retired at the age of 65 from The Beistle Co., Shippensburg. He now enjoys high school and college sports, reading about them in the newspaper. "The girls at the college had a great year," he said, referring to the SU women's basketball team that was No. 2 in the nation. He also watches profes- sional baseball on television. Weibley said, "I've always been a Yankees fan--.from when I was a young fellow ~RL L ~R~ER and they had great teams. I [INSURANCE AG£NCY also like the Phillies." Galen and Mavis Karper ERIE ' of Shippensburg also are [ ', 7~,~'1 INSURANCE members of Christ United I ~,"~ GROUP Methodist Church, and they [ · ~,, · are good friends with Weib- [Extraordinary insurance leY.commented Galen 'Karper, [ ' ' For I AUTO · BUSINESS "He's a very energetic, fun- to-be-with person. He likes I 'HOME.UFE sports, and he's an avid reader. He reads novels like [ 4 East Main St.. Newburg you wouldn't believe. He has [ '423-5902 L.F. Traini Shoe Repair & Sales Shoe Repair'Equipment .~.._~oxbury Road · 532-7587 contributed his raise to community groups he had helped with legislative grants --so-called "walking around money" or WAMs -- before they were done away Balancing Si (ConLinued like this is never easy, b~ Landis said. Once the administration a tentative budget it will b. board for approval. A~ter ~ budget, board members can fit before it is f'malized. In other school board new; · Board members have na architect to three firms inc Harrisburg; Crabtree Ro Harrisburg; and The Ray G members will visit schools d for~ making a final decisioz · In a 5-4 vote, board men allowing the James Burd P Game of Chance License fro~ 9 North Fayette Street, 532-5 USDA AP] G~;~ John Dee In( BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION DEPT. 280601 HARRISBURG, PA 17128-0601 COMMONNEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLONANCE OR DISALLONANCE OF DEDUCTIONS AND ASSESSMENT OF TAX HAHILTON C DAVIS ZULLINGER DAVIS PO BOX 40 SHIPPENSBURG DATE 12-22-2005 ESTATE OF WEIBLEY DATE OF DEATH 02-22-2005 FILE NUNBER 21 05-0219 COUNTY CUNBERLAND ACN 101 Amount Remitted ALBERT MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF MILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17015 CUT ALONG THIS LINE ~ RETAIN LONER PORTION FOR YOUR RECORDS ~ DISALLONANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF NEIBLEY ALBERT N FILE NO. 21 05-0219 ACN 101 DATE 12-22-2005 TAX RETURN NAS: C X} ACCEPTED AS FILED C } CHANGED RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN Real Estate CSchedule A} 2 Stocks and Bonds (Schedule B} $ Closely Held Stock/Partnership Interest CSchedule C} Mortgages/Notes Receivable CSchedule D} 5 Cash/Bank Deposits/Misc. Personal Property (Schedule E} 6 Jointly Owned Property CSchedule F) 7 Transfers CSchedule G) 8 Total Assets APPROVED DEDUCTIONS AND EXEMPTIONS: 9 Funeral Expenses/Adm. Costs/Misc. Expenses CSchedule H) 10 Debts/Mortgage Liabilities/Liens CSchedule I) 11 Total Deductions 12 Net Value of Tax Return .00 C2} . O0 .00 .00 748.01 .00 NOTE: To insure proper credit to your account, submit the upper port/on of this form with your tax payment. 527,258.62 33,857.09 291,950.07 14 NOTE: ASSESSMENT OF TAX: 15. Amount of Line 14 at Spousal rate C15} 16. Amount of Line 14 taxable at LlneaZ/Class A rate C16) 17. Amount of L/ne 14 at Sibling rate C17} 18. Amount of Line 14 taxable at Collateral/Class B rate C18> 19. Principal Tax Due TAX CREDITS: cio} 291,950.07 Charitable/Governmental Bequests; Non-elected 9115 Trusts CSchedule J} C15} Net Value of Estate Subject to Tax C14) .00 If an assessment was issued previously, lines 14, 15 and/or 16, 17, 18 and 19 w111 .O0 reflect figures that include the total of ALL returns assessed to date. .00 x O0 = .00 x 045 = .00 x 12 = .00 x 15 c19}= .00 .00 .00 .00 PAYMENT RECEIPT DISCOUNT AMOUNT PAID DATE NUMBER INTEREST/PEN PAID C-) IF PAID AFTER DATE INDICATED, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. TOTAL TAX CREDIT BALANCE OF TAX DUE INTEREST AND PEN. TOTAL DUE .00 .00 .00 .OD C IF TOTAL DUE IS LESS THAN 41, NO PAYMENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR>, YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.} RESERVATION= PURPOSE OF NOTICE= PAYMENT= REFUND OBJECTIONS= ADMIN- ISTRATIVE CORRECTIONS= DISCOUNT= PENALTY= INTEREST= Estates of decedents dying on or before December 12, 1982 -- if are/ future interest in the estate is transferred in possession or enjoyment to Class B (collateral) beneficiaries of the decedent after the expiration of any estate for life or for years, the Commor~ealth hereby expressly reserves the right to appraise and assess transfer Inheritance Taxes at the lawful Class 8 (collateral) rate on any such future interest. To fulfill the requirements of Section 2140 of the Inheritance and Estate Tax Act, Act 25 of 2000. C72 P.S. Section 9140). Detach the top portion of this Notice and submit with your payment to the Register of Nills printed on the reverse side. --Make check or money order payable to= REGXSTER OF #XLLS) AGENT A refund of a tax credit, which was not requested on the Tax Return, may be requested by completing an "Application for Refund of Pennsylvania Inheritance and Estate Tax*' CREV-]313). Applications are available at the Office of the Register of Nills, any of the 25 Revenue District Offices, or by calling the special 24-hour answering service for forms ordering~ 1-800-$62-2050; services for taxpayers with special hearing and / or speaking needs= 1-800-447-$020 (TT only). Any party in interest not satisfied with the appraisement, allowance, or disallowance of deductions, or assessment of tax (including discount or interest) as sho~n on this Notice must object within sixty (&O) days of receipt of this Notice by= --written protest to the PA Department of Revenue, Board of Appeals, Dept. 281021, Harrisburg, PA 17128-1021, OR --election to have the matter determined at audit of the account of the personal representative, OR --appeal to the Orphans' Court. Factual errors discovered on this assessment should be addressed in writing to= PA Department of Revenue, Bureau of Individual Taxes, ATTN= Post Assessment Review Unit, Dept. 280601, Harrisburg, PA 17128-0601 Phone (717) 787-6505. See page 5 of the booklet "Instructions for Inheritance Tax Return for a Resident Decedent" (REV-1501) for an explanation of administratively correctable errors. If any tax due is paid within three (3) calendar months after the decedent's death, a five percent (SX) discount of the tax paid is allowed. The 15X tax amnesty non-participation penalty is computed on the total of the tax and interest assessed, and not paid before January 18, 1996, the first day after the end of the tax amnesty period. This non-participation penalty is appealable in the same manner and in the the same time period as you would appeal the tax and interest that has been assessed as indicated on this notice. Interest is charged beginning with first day of delinquency, or nine C9) months and one C1) day from the date of death, to the date of payment. Taxes which became delinquent before January 1, 1982 bear interest at the rate of six (&X) percent per annum calculated at a daily rate of .000164. All taxes which became delinquent on and after January 1, 1982 will bear interest at a rate which will vary from calendar year to calendar year with that rate announced by the PA Department of Revenue. The applicable interest rates for 1982 through 2005 are= Interest Daily Interest Daily Interest Daily Year Rate Factor Year Rate Factor Year Rate Factor 1982 20X .000548 1987 9X .000247 1999 7X .000192 1983 lex .000438 1988-1991 IIX .000301 2000 8~ .000219 1984 IIX .000301 1992 9X .000247 2001 9X .000247 1985 I~X .00035& 1993-1994 7X .000192 2002 g~ .000164 1986 10X .000274 1995-1998 9~ .000247 2003 5~ .000137 --Interest is calculated as follows= INTEREST = BALANCE OF TAX UNPAXD X NUNBER OF DAYS DELINQUENT X DALLY INTEREST FACTOR --Any Notice issued after the tax becomes delinquent will reflect an interest calculation to fifteen C15) days beyond the date of the assessment. If payment is made after the interest computation date shown on the Notice, additional interest must be calculated. COMMONWEALTH OF PENNSYLVANIA OFFICE OF ATTORNEY GENERAL Gerald J. Pappert Attorney General April 15, 2004 Charitable Trusts and Organizations Section 21 S. 12th St., 3rd Floor Philadelphia, PA 19107 Telephone: (215) 560-2402 Hamilton C. Davis, Esquire Zullinger - Davis, P.C. 20 East Burd Street Suite 6 P. O. Box 40 Shippensburg, PA 17257 Re: Deed of Trust of Albert W. Weibley, Settlor Dear Mr. Davis: Receipt is acknowledged of your letter regarding the charitable gifts in the above matter. I have reviewed the Account and other materials submitted and, on behalf of the Attorney General as parens patriae, would advise you that this Office is without objection to confirmation of the Account as stated. PSF:jak Very truly yours, Pamela S. Fingerhut Deputy Attorney Gener~lC; COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA ORPHANS' COURT DIVISION ALBERT W. WEIBLEY TRUST FIRST AND FINAL ACCOUNT of Manufacturers and Traders Trust Co., Trustee, with annexed account of Manufacturers and Traders Trust Co., Executor of the estate of Albert W. Weibley, estate No. 21-03-0219 Date of Trust: Date of Death: Accounting for the period: October 2, 1996 Febmary 22, 2003 February 22, 2003 to January 31, 2004 Purpose of account: Manufacturers and Traders Trust Co., Trustee and Executor, offers this account, with the account of the executor annexed as provided in Section 7188, 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: GROSS TRUST ESTATE TOTAL John Schall, Asst. Vice President and Trust Officer Manufacturers and Traders Trust Co. 55 South Main Street Chambersburg PA 17201 (717) 261-2813 $268,256.55 75.39 $268,331.94 ~SUMMARY OF ACCOUNT Albert W. Weibley Trust For Period of 02/22/2003 through 01/31/2004 Proposed Distributions to Beneficiaries PRINCIPAL Receipts: Per Inventory Filed 142 Subseq Prn Receipts Net Gain (or Loss) on Sales or Other Disposition Page Less Disbursements: General Disbursements Fees and Commissions Balance before Distributions Distributions to Beneficiaries Principal Balance on Hand For Information: Investments Made Changes in Investment Holdings INCOME 3-5 7 8 9-10 11-14 Current Value 0.00 Fiduciary Acquisition Value 0.00 230,092.65 20,133.71 31,611.87 281,838.23 0.00 1,664.57 1,664.57 280,173.66 19,782.06 260,391.60 Receipts: This Account Net Gain (or Loss) on Sales or Other Disposition Less Disbursements Balance Before Distribution Distributions to Beneficiaries Income Balance on Hand For Information: Investments Made Changes in Investment Holdings COMBINED BALANCE ON HAND 15-18 19 20 18,030.19 0.00 18,030.19 17,665.08 365.11 0.00 365.11 260,756.71 + 75.39 260,832.10 02/22/03 02/22/03 02/22/03 02/22/03 SCHEDULE A RECEIPTS OF PRINCIPAL CASH: Vision Institutional Prime Money Market - Balance forward STOCKS/LISTED: 8,576.293 shares Federated Max-Cap Index Fund - Balance forward 7,555.896 units Vision Intermediate Term Bond Fund - Balance forward 1,000.000 units Vision Ltd Duration Bond Fund - Balance forward 49.89 146,354.44 73,783.32 9,905.00 Fiduciary Acquisition Value 49.89 230,042.76 11/21/03 11/21/03 SUBSEQUENT PRINCIPAL RECEIPTS: Miscellaneous Receipt - Long term capital gains distribution on MTB Intermediate Term Income Fund Miscellaneous Receipt Short term capital gains distribution on MTB Intermediate Term Income Fund 458.50 50.90 -1- 11/24/03 11/24/03 12/05/03 12/16/03 12/16/03 10/17/03 04/02/03 05/19/03 01/12/0~ Miscellaneous Receipt - Long term capital gains distribution on MTB Small Cap Stock Fund Miscellaneous Receipt - Short term capital gains distribution on MTB Small Cap Stock Fund Miscellaneous Receipt - Fee reversal credited - 11/17/03 fee Miscellaneous Receipt - Long term capital gains distribution on American Century Equity Income Fund Miscellaneous Receipt - Short term capital gains distribution on American Century Equity Income Fund 15.864 shares MTB Large Cap Stock Fund - Adjust shares Transfer Cash - From income to principal for distribution Transfer Cash - From income to principal for distribution Transfer Cash - From income to principal for distribution 2,030.47 1,250.06 24.61 26.90 98.69 10,000.00 3,193.58 3,000.00 o2/o~/o4 Transfer of balance from estate, see annexed account of executor TOTAL RECEIPTS OF PRINCIPAL ............... 20,133.71 75.39 250,301.75 -2- SCHEDULE B GAINS AND LOSSES ON SALES OR OTHER DISPOSITIONS PRINCIPAL 09/10/03 09/26/03 09/26/03 09/26/03 09/26/03 09/26/03 09/26/03 8,576.293 shares Federated Max-Cap Index Fund Net Proceeds 178,043.84 Fid. Acq. Value 146,354.44 189.082 units American Century Equity Income Fund Net Proceeds Fid. Acq. Value 1,353.83 1,380.30 808.372 units MTB International Equity Fund Net Proceeds Fid. Acq. Value 6,960.08 6,952.00 3,537.987 units MTB Intermediate Term Bond Fund Net Proceeds Fid. Acq. Value 36,865.82 37,793.22 289.197 units MTB Large Cap Value Fund Net Proceeds Fid. Acq. Value 2,666.40 2,756.05 852.209 units MTB Small Cap Stock Fund Net Proceeds Fid. Acq. Value 7,601.70 7,848.85 47.176 units Thompson Plumb Growth Fund Net Proceeds Fid. Acq. Value 1,916.27 1,963.94 Gain 31,689.40 8.08 Loss 26.47 927.40 89.65 247.15 47.67 -3- 09/26/03 10/29/03 11/04/03 11/26/03 11/26/03 12/29/03 01/29/04 01/29/04 01/29/04 26.338 units Vanguard Institutional Index Fund Net Proceeds Fid. Acq. Value 2,428.59 2,475.25 1.223 units American Century Equity Income Fund - Adjust shares Net Proceeds 0.00 Fid. Acq. Value 0.00 4,485.147 units MTB Large Cap Stock Fund Net Proceeds Fid. Acq. Value 38,572.26 37,764.94 1.421 units MTB Intermediate Term Bond Fund Net Proceeds 14.58 Fid. Acq. Value 15.18 1,934.839 units MTB Short Duration Gov't Bond Fund Net Proceeds Fid. Acq. Value 18,825.98 19,029.03 47.800 units MTB Large Cap Stock Fund Net Proceeds Fid. Acq. Value 429.72 402.48 126.401 units MTB International EquitY Fund Net Proceeds Fid. Acq. Value 1,258.95 1,087.05 301.445 units MTB Large Cap Stock Fund Net Proceeds Fid. Acq. Value 2,791.38 2,538.16 363.233 units MTB Small Cap Stock Fund Net Proceeds Fid. Acq. Value 3,588.74 3,345.38 0.00 807.32 27.24 171.90 253.22 243.36 46.66 0.60 203.05 -4- TOTAL GAINS AND LOSSES/PRINCIPAL ........... LESS LOSS ............................. NET GAIN OR LOSS ........................... 33,200.52 1,588.65 1,588.65 31,611.87 SCHEDULE C DISBURSEMENTS OF PRINCIPAL Ol/15/o4 SCHEDULE C-2 FEES AND C0~MISSIONS Market Value Fee Manufacturers & Traders Trust Co. 4/15/03-1/15/04 1,664.57 TOTAL FEES AND COMMISSIONS .......................... 1,664.57 TOTAL DISBURSEMENTS OF PRINCIPAL .................... 1,664.57 -6- SCHEDULE D DISTRIBUTIONS OF PRINCIPAL TO BENEFICIARIES Albert W. Weibley Estate 01/12/04 Albert W. Weibley Estate Transfer for bank & attorney fees & reserve 10,357.94 Christ United Methodist Church 05/27/03 Christ United Methodist Church Annual distribution 05/27/03 Christ United Methodist Church - Cemetery floral arrangements 9,174.12 250.00 9,424.12 TOTAL DISTRIBUTIONS TO BENEFICIARIES ...... 19,782.06 -7- PRINCIPAL BALANCE ON HAND Units 1,105.931 856.780 4,050.222 4,186.241 5,027.798 1,629.448 4,126.496 1,916.229 1,343.938 912.338 258.033 138.993 Description MTB Prime Money Market American Century Equity Income Fund Goldman Sachs High Yield Fund MTB International Equity Fund MTB Intermediate Term Bond Fund MTB Large Cap Stock Fund MTB Large Cap Value Fund MTB Small Cap Stock FUnd MTB Short Duration Gov't Bond Fund MTB Shot= Term Corporate Bond Fund Northeast Investors Trust Thompson Plumb Growth Fund Vanguard Institutional Index Fund Plus distribution of balance from estate Current Value or as Noted Fiduciary Acquisition Value 8.432.32 8 626.26 6 922.78 39.489.66 42 950.83 46,758.52 17.712.10 40 852.31 18625.75 13,358.74 6,888.15 11,977.89 14,405.23 8,432.32 8.110.79 6 599.15 35012.81 44.426.77 41 436.39 15 628.56 38.274.25 18 673.55 13 345.30 6 562.49 10 750.99 13 138.23 277,000.54 260,391.60 75.39 75.39 277,075.93 260,466.99 -8- ' SCHEDULE E INVESTMENTS MADE - PRINCIPAL 09/10/03 09/10/03 O9/lO/O3 09/10/03 O9/lO/O3 09/10/03 09/10/03 09/26/03 09/26/03 09/26/03 09/26/03 11/o4/o3 11/04/03 11/o4/o3 # Units 141.019 units Vanguard Institutional Index Fund - units purchased 4,316.938 units MTB Small Cap Stock Fund - units purchased 5,351.663 units MTB Large Cap Stock Fund - units purchased 4,315.000 units MTB International Equity Fund - units purchased 254.696 units Thompson Plumb Growth Fund - units purchased 1,668.835 units MTB Large Cap Value Fund - units purchased 1,089.315 units American Century Equity Income Fund - units purchased 710.036 units Goldman Sachs High Yield Fund - units purchased 4,494.663 units MTB Large Cap Stock Fund - units purchased 761.603 units Northeast Investors Trust - units purchased 2,129.843 units MTB Short Duration Cov'~ Bond Fund - units purchased 150.735 units Northeast Investors Trust - units purchased 24.312 units Vanguard Institutional Index Fund - units purchased 651.363 units MTB Small Cap Stock Fund - units purchased Cost 13,253.00 39,759.00 45,061.00 37,109.00 10 603.00 15,904.00 7,952.00 5,453.08 37 080.97 5,453.08 20,787.27 1,109.41 2,360.48 6,428.95 -9- il/O4/O3 11/04/03 11/04/03 11/04/03 11/04/03 ll/04/03 il/04/03 il/21/03 11/24/03 11/26/03 12/16/03 768.872 units MTB Intermediate Term Bond Fund - units purchased 50.513 units Thompson Plumb Growth Fund - units purchased 721.225 units MTB Short Duration Gov't Bond Fund - units purchased 190.242 units American Century Equity Income Fund - units purchased 669.995 units MTB International Equity Fund - units purchased 146.744 units Goldman Sachs High Yield Fund - units purchased 249.810 units MTB Large Cap Value Fund - units purchased 49.601 units MTB Intermediate Term Bond Fund - units purchased 373.637 units MTB Small Cap Stock Fund - units purchased 1,343.938 units MTB Short Term Corporate Bond Fund - units purchased 16.679 units American Century Equity Income Fund - units purchased 7,942.45 2,111.93 7,010.31 1,413.50 5,942.86 1,146.07 2,480.61 509.40 3,280.53 13,345.30 125.59 -10- SCHEDULE F CHANGES IN INVESTMENT HOLDINGS PRINCIPAL American Century Equity Income Fund 09/10/03 1,089.315 units 09/26/03 (189.082)units 10/29/03 (1.223)units 11/04/03 190.242 units 12/16/03 16.679 units 1,105.931 purchased sold sold purchased purchased Cost 7,952.00 (1,380.30) 0.00 1,413.50 125.59 8,110.79 Federated Max-Cap Index Fund 02/22/03 8,576.293 shares 09/10/03 (8,576.293)shares 0.000 inventoried sold 146,354.44 (146,354.44) 0.00 Goldman Sachs High Yield Fund 09/26/03 710.036 units 11/04/03 146.744 units 856.780 purchased purchased 5,453.08 1,146.07 6,599.15 MTB International Equity Fund O9/lO/O3 09/26/03 11/o4/o3 Ol/29/o4 4,315.000 units (808.372)units 669.995 units (126.401)units 4,050.222 purchased sold purchased sold 37,109.00 (6,952.00) 5,942.86 (1,087.05) 35,012.81 -11- MTB Intermediate Term Bond Fund 08/15/03 6,907.176 units 09/26/03 11/04/03 11/21/03 11/26/03 Merger with Vision Intermediate Term Bond Fund (3,537.987)units sold 768.872 units purchased 49.601 units purchased (1.421)units sold 4,186.241 73,783.32 (37,793.22) 7,942.45 509.40 (15.18) 44,426.77 MTB Large Cap Stock Fund 09/10/03 09/26/03 10/17/03 11/04/03 12/29/03 01/29/04 5,351.663 units purchased 4,494.663 units purchased 15.864 shares inventoried (4,485.147)units sold (47.800)units sold (301.445)units sold 5,027.798 45,061.00 37,080.97 0.00 (37,764.94) (402.48) (2,538.16) 41,436.39 MTB Large Cap Value Fund 09/10/03 09/26/03 11/04/03 1,668.835 units (289.197)units 249.810 units 1,629.448 purchased sold purchased 15,904.00 (2,756.05) 2,480.61 15,628.56 MTB Small Cap Stock Fund 09/10/03 09/26/03 11/04/03 11/24/03 01/29/04 4,316.938 units (852.209)units 651.363 units 373.637 units (363.233)units 4,126.496 purchased sold purchased purchased sold 39,759.00 (7,848.85) 6,428.95 3,280.53 (3,345.38) 38,274.25 -12- MTB Short Duration Gov't Bond Fund 08/15/03 1,000. 000 units 09/26/03 11/04/03 11/26/03 Name changed Vision Ltd Duration Fund 2,129.843 units purchased 721.225 units purchased (1,934.839)units sold 1,916.229 fr om Gov't Bond 9,905.00 20,787.27 7,010.31 (19,029.03) 18,673.55 MTB Short Term Corporate Bond Fund 11/26/03 1,343.938 units purchased 1,343.938 13 , 345.30 13,345.30 Northeast Investors Trust 09/26/03 761.603 units 11/04/03 150.735 units 912.338 purchased purchased 5,453.08 1,109.41 6,562.49 Thompson Plumb Growth Fund 09/10/03 254.696 units purchased 09/26/03 (47.176)units sold 11/04/03 50.513 units purchased 258.033 10,603.00 (1,963.94) 2,111.93 10,750.99 Vanguard Institutional Index Fund 09/10/03 141.019 units purchased 09/26/03 (26.338)units sold 11/04/03 24.312 units purchased 138.993 13,253.00 (2,475.25) 2,360.48 13,138.23 -13- Vision Intermediate Term Bond Fund 02/22/03 7,555.896 units inventoried 08/15/03 (7,555.896)units Merger with MTB Intermediate Term Bond Fund O.0OO 73,783.32 (73,783.32) 0.00 Vision Ltd Duration Bond Fund 02/22/03 1,000.000 units inventoried 08/15/03 (1,000.000)units Name changed to MTB Short Duration Gov~t Bond Fund 0.000 9,905.00 (9,905.00) 0.00 -14- SCHEDULE G RECEIPTS OF INCOME SCHEDULE G-1 DIVIDENDS American Century Equity Income Fund 09/24/03 01/09/04 Federated Max-Cap Index Fund 03/27/03 06/27/03 Goldman Sachs High Yield Fund lO/O8/O3 11/lO/O3 12/05/03 01/07/04 MTB International Equity Fund 12/31/03 46.84 83.72 574.61 557.46 6.45 40.61 48.06 48.98 130.56 1,132.07 144.10 522.08 MrrB Intermediate Term Bond Fund 09/04/03 lO/Ol/O3 11/o5/o3 12/01/03 01/02/04 MTB Large Cap Stock Fund 09/30/03 12/31/03 127.32 224.77 122.16 150.47 165.94 21.41 26.89 790.66 48.30 -15- MTB Large Cap Value Fund 09/30/03 12/31/03 MTB Short Duration Gov't Bond Fund 09/02/03 lO/01/o3 11/03/03 12/01/03 01/02/04 MTB Short Term Corporate Bond Fund 12/01/03 01/02/04 Northeast Investors Trust 11/25/03 Ol/O8/O4 Thompson Plumb Growth Fund 12/18/03 36.71 35.85 9.97 27.89 66.70 67.71 35.14 3.82 22.24 164.22 18.25 72.56 207.41 26.06 182.47 35.61 Vanguard Institutional Index Fund 10/06/03 12/26/03 Vision Intermediate Term Bond Fund 03/03/03 04/01/03 05/01/03 06/02/03 07/02/03 08/01/o3 08/15/03 43.58 66.72 304.83 304.60 294.12 294.60 309.19 297.68 169.02 110.30 1,974.04 -16- Vision Ltd Duration Bond Fund 03/03/03 o5/ol/o3 06/02/03 07/02/03 o8/ol/o3 Vision Institutional Ltd Duration US Gov't Fund 04/01/03 09/02/03 8.54 32.02 30.94 24.78 24.62 34.09 13.64 TOTAL DIVIDEND INCOME ..................... MTB Prime Money Market 09/02/03 09/02/03 10/01/03 lO/Ol/O3 11/03/03 11/03/03 12/01/03 12/01/03 01/02/04 01/02/04 SCHEDULE G-2 INTEREST Vision Institutional Prime Money Market 03/03/03 03/03/03 04/01/03 04/01/03 o5/ol/o3 05/01/03 06/02/03 06/02/03 07/01/03 0.48 1.00 0.91 4.06 0.98 1.25 1.93 1.15 1.26 4.35 8.83 0.54 0.28 9.23 2.46 6.95 1.26 6.57 0.14 120.90 47.73 5,544.85 17.37 -17- 07/01/03 08/01/03 08/01/03 09/02/03 09/02/03 2.04 0.61 1.64 0.39 0.81 TOTAL INTEREST INCOME ..................... SCHEDULE G-3 OTHER INCOME Albert W. Weibley Estate 03/18/03 Reimbursement for March apartment rent 41.75 59.12 355.00 Miscellaneous Receipt 12/05/03 Fee reversal credited - 11/17/03 fee 12.68 Vision Institutional Prime Money Market 02/22/03 Balance forward 12,058.54 TOTAL OTHER INCOME ........................ TOTAL RECEIPTS OF INCOME .................. 12,426.22 18,030.19 -18- SCHEDULE I DISBURSEMENTS OF INCOME 02/25/03 04/02/03 05/19/03 01/12/04 01/15/04 Episcopal Square Apartments - Rent 355.00 Transfer Cash - From income to principal for distribution 10,000.00 Transfer Cash - From income to principal for distribution 3,193.58 Transfer Cash - From income to principal for distribution 3,000.00 Market Value Fee - Manufacturers & Traders Trust Co. 3/17/03-1/15/04 1,116.50 TOTAL DISBURSEMENTS OF INCOME .................. 17,665.08 -19- INCOME BALANCE ON ~IAND Units Description MTB Prime Money Market Current Value or as Noted Fiduciary Acquisition Value 365.11 365.11 365.11 365.11 -20- SCHEDULE OF PROPOSED DISTRIBUTION ALBERT W. WEIBLEY TRUST UNDER AGREEMENT AS OF JANUARY 31, 2004 Units Current Value or as Noted Per Item THIRD C. of Amended and Restated Agreement of Trust Dated October 24, 1996 -- Combined Principal and Income Balance On Hand as of January 31, 2004, to be retained in perpetual trust for the benefit of Christ United Methodist Church of Shippensburg, Pensylvania, Manufacturers and Traders Trust Company, Trustee Fiduciary Acquisition Value Combined Balance On Hand, Available For Distribution $ 277,365.65 $ 260,756.71 75.39 75.39 $ 277,441.04 $ 260,832.10 MANUFACTURERS AND TRADERS TRUST CO. TRUSTEE By: ~ J~hn '~hafl Assistant Vice President and Trust Officer COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA ORPHANS' COURT DIVISION NO. 21-03-0219 ESTATE OF ALBERT W. WEIBLEY, DECEASED FIRST AND FINAL ACCOUNT of Manufacturers and Traders Trust Co., Executor This account is annexed to trustee's account as permitted by Section 7188 of the Pa. PEF Code Date of Death: Date of Executor's Appointment Accounting for the period: February 22, 2003 March 11, 2003 March 18, 2003, to January 31, 2004 Purpose of account: Manufacturers and Traders Trust Co., Trustee and Executor, offers this account to acquaint interested parties with the transactions that have occurred during the administration of this estate. The balance of this Estate is payable to the Trustee. It is important that the account be carefully examined. Requests for additional information or questions or objections can be discussed with: John Schall, Asst. Vice President and Trust Officer Manufacturers and Traders Trust Co. 55 South Main Street Chambersburg PA 17201 (717) 261-2813 GROSS ESTATE $27,454.65 SU~RY OF ACCOUNT Estate of Albert W. Weibley, Deceased For Period of 03/18/2003 through 01/31/2004 Page Proposed Distributions to Beneficiaries PRINCIPAL Receipts: Per Inventory Filed 1-2 Subseq Prn Receipts Net Gain (or Loss) on Sales or Other Disposition Less Disbursements: Debts of Decedent 3 Funeral Expenses Ac~ninistration Expenses 3 Federal and State Taxes Fees and Commissions 4 Family Exemption Balance before Distributions Distributions to Beneficiaries Principal Balance on Hand For Information: Investments Made Changes in Investment Holdings INCOME Current Value 75.39 Fiduciary Acquisition Value 75.39 17,016.58 10,357.94 0.00 27,374.52 1,451.46 0.00 1,894.71 0.00 24,028.35 0.00 27,374.52 0.00 0.00 0.00 Receipts: This Account Net Gain (or Loss) on Sales or Other Disposition Less Disbursements Balance Before Distribution Distributions to Beneficiaries Income Balance on Hand Investments Made Changes in Investment Holdings 6 80.13 0.00 80.13 4.74 75.39 0.00 75.39 COMBINED BALANCE ON HAND 75.39 04/18/03 03/24/03 05/05/03 03/18/03 03/24/03 05/08/03 03/21/03 04/18/03 04/18/03 05/05/03 SCHEDULE A RECEIPTS OF PRINCIPAL CASH: 1994 Oldsmobile Automobile Proceeds of sale by Dan Hershey Auctioneering Service - $4,100 gross proceeds less $100 auctioneer's fee AAA of Southern PA - Membership refund AllState - Premium refund for auto insurance Cash Found in Apartment Cash Found in Apartment - Additional found Comcast - TV cable service refund Entertainment Weekly Magazine Subscription refund Episcopal Square Apartments - Refund of security deposit Household Items Proceeds of sale by Dan Hershey Auctioneering Service - $1,758.95 gross proceeds, less $175 auctioneer's fee & advertising, $580.15 labor, hauling & building costs Lebanon Mutual Insurance Co. Renter's insurance premium refund 4,000.00 26.25 45.32 45.43 0.75 18.36 39.75 69.83 1,003.80 20.00 Fiduciary Acquisition Value -1- 03/18/03 03/18/03 03/18/03 04/14/03 04/14/03 M&T Bank Checking Acct. #1319175 - Proceeds M&T Bank Checking Acct. #1319175 - Accrued interest to date of death Pennsylvania Blue Shield - Premium refund for health insurance Pennsylvania Department of Revenue Personal income tax refund Sprint - Telephone service refund 11,274.07 0.18 276.52 161.00 35.32 17,016.58 01/12/04 SUBSEQUENT PRINCIPAL RECEIPTS: Albert Weibley Trust #419283601 Transfer of bank fees, attorney fees & reserve 10,357.94 TOTAL RECEIPTS OF PRINCIPAL ............... 10,357.94 27,374.52 -2- SCHEDULE C DISBURSEMENTS OF PRINCIPAL o3/18/o3 03/18/03 03/18/03 03/19/03 SCHEDULE C-1 DEBTS OF DECEDENT Albert Weibley Trust ~419283601 - Reimbursement for March apartment rent paid to Episcopal Square Apartments Penelec - Electric expense Sprint - Telephone expense Pharmacare - Pharmacy expense 355.00 59.36 29.76 1,007.34 TOTAL DEBTS OF DECEDENT ............................. 1,451.46 04/01/03 04/02/03 04/04/03 05/02/03 10/07/03 10/30/03 SCHEDULE C-3 ADMINISTRATION EXPENSES Cindy Tosten - Cleaning apartment Bill Grove - Personal services for Mr. Weibley & assisting with apartment cleaning & vacating Penelec - Electric expense Hamilton C. Davis, Esq. - Reimbursement of probate & legal advertising costs News-Chronicle Co. advertising expense Estate Cumberland County Register of Wills - Fee to file PA inheritance tax return 35.OO 282.06 66.65 400.00 101.00 10.00 -3- 01/31/04 RESERVE - For tax, court & miscellaneous expenses 1,000.00 TOTAL ADMINISTRATION EXPENSES ....................... 1,894.71 03/18/03 01/31/04 01/31/04 SCHEDULE C-5 FEES AND COMMISSIONS Jack E. Nace - Preparation of 2002 personal income tax returns Hamilton C. Davis, Esq. Attorney's fee - TO BE PAID Manufacturers & Traders Trust Co. - Executor's fee - TO BE PAID 200.00 10,375.00 13,453.35 TOTAL FEES AND COMMISSIONS .......................... 24,028.35 TOTAL DISBURSEMENTS OF PRINCIPAL .................... 27,374.52 SCHEDULE G RECEIPTS OF INCOME SCHEDULE G- 2 INTEREST M&T Bank Checking Acct. #1319175 03/18/03 Accrued interest from date of death 1.37 MTB Prime Money Market 09/02/03 lO/Ol/O3 11/03/03 12/01/03 01/02/04 Vision Institutional Prime Money Market 04/01/03 o5/ol/o3 06/02/03 07/01/03 o8/ol/o3 09/02/03 4.81 8.39 8.11 7.78 7.83 3.13 .8.24 9.99 8.92 7.75 3.81 TOTAL INTEREST INCOME ..................... TOTAL RECEIPTS OF INCOME .................. 36.92 41.84 80.13 80.13 -5- SCHEDULE I DISBURSEMENTS OF INCOME 01/15/04 Income Commission Manufacturers & Traders Trust Co. 04/i5/03-i/i5/04 4.74 TOTAL DISBURSEMENTS OF INCOME .................. 4.74 -6- INCOME BALANCE ON HAND # Units Description MTB Prime Money Market Current Value or as Noted Fiduciary Acquisition Value 75.39 75.39 75.39 75.39 -7- SCHEDULE OF PROPOSED DISTRIBUTION ESTATE OF ALBERT W. WEIBLE¥, DECEASED NO. 21-03-0219 AS OF JANUARY 31, 2004 Units Per Item II of Last Will and Testament dated October 24, 1996 -- Combined Principal and Income Balance On Hand as of January 31, 2004 to be distributed to the Albert W. Weibley Trust Under Agreement dated October 2, 1996, Amended October 24, 1996, Manufacturers and Traders Trust Company, Trustee Current Value or as Noted Fiduciary Acquisition Value 75.a9 75.~9 Combined Balance On Hand, Available For Distribution $ 75.39 $ 75.39 MANUFACTURERS AND TRADERS TRUST CO. EXECUTOR By: ~/ John Schall Assistant Vice President and Trust Officer Cumberland County - Register Of Wills One Courthouse Square Carlisle, PA 17013 Phone: (717) 240-6345 Date: 1/10/2005 DAVIS HAMILTON C P O BOX 040 SHIPPENSBURG, PA 17257-0040 RE: Estate of WEIBLEY ALBERT File Number: 2003-00219 Dear Sir/Madam: It has come to my attention that you have not filed the Status Report by Personal Representative (Rule 6.12) in the above captioned estate. As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES, NO. 103 SUPREME COURT RULES DOCKET NO. 1, for decedents dying on or after July 1, 1992, the personal representative or his counsel, within two (2) years of the decedent's death, shall file with the Register of Wills a Status Report of completed or uncompleted administration. This filing will become delinquent on: 2/22/2005 Your prompt attention to this matter will be appreciated. Thank You. Sincerely, GLENDA FARNER STRASBAUGH REGISTER OF WILLS cc: File Personal Representative(s) Judge STATUS REPORT UNDER RULE 6.12 Name of Decedent: Albert W. Weibley Date of Death: 02/22/2003 Estate No. 2003-00219 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 ofthe estate is complete: Yes..x No_ 2. If the answer is No, state when the personal representative reasonably believes that the administration will be complete: 3. If the answer to NO.1 is Yes, state the following: a. Did the personal representative file a final account with the Court? Yes .....L. No_. b. The separate Orphans' Court No. (if any) for the personal representative's account is: None c. Did the personal representative state an account informally to the parties in interest? Yes--1L- No_ d. Copies of receipts, releases, joinders and approvals of formal or informal accounts may be filed with the Clerk of the Orphans' court and may be attached to this report. d.., ./L (1 J. -...... Date: J- /4 ) O~ I I ..._'-- Hamilton C. Davis, Esquire P.O. Box 40 Shippensburg, P A 17257 (717) 532-5713 \,,0 Capacity: _ Personal Representative XX Counsel for Personal Representative vA