HomeMy WebLinkAbout12-12-08DECEDENT'S ESTATE
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COURT OF COMMON PLEAS OF "~ o ' ~"'
CUMBERLAND COUNTY, PENNSYLVANIA ;~;? r'
ORPHANS' COURT DIVISION T ro ~'
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ESTATE OF George KaluQer ,DECEASED
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No. 21-07-0165
PETITION FOR ADJUDICATION /
STATEMENT OF PROPOSED DISTRIBUTION
PURSUANT TO Pa. O.C. Rule 6.9
This form may be used in all cases involving the Audit of the Account of a Decedent's Estate. If
space is insufficient, riders may be attached. Attach the spouse's election, if any; the papers
required under items 8-19 inclusive; and any instrument pertinent to the adjudication.
INCLUDE ATTACHMENTSAT THE BAC%OF THIS FORM.
Name of Counsel: Joel R. Zullinger, Esquire
Supreme Court I.D. No.: 17516
Name of Law Firm: Zullinger Davis, P.C.
Address: 14 North Main Street, Suite 200, Chambersburg, PA 17201
Telephone:~717)264-6029
Fax: (7171264-1884
Forn oc-or rev. !0.13.06 Page 1 of 10
Estate of George Kaluger ,Deceased
1. Name(s) and address(es) of Petitioner(s):
some. Orrstown Bank, Executor
Address: 77 East King Street, P.O. Box 250
Shippensburg,PA 17257
Identify any executors or administrators who have not joined in the Petition for
Adjudication and Statement of Proposed Distribution and state reason:
Is this the first accounting by this fiduciary? ..................... ®Yes ^ No
If not, identify prior accountings, the accounting periods covered, and the date of
adjudication of the prior accounting.
Decedent died on 2/8/2007
® Letters Testamentary or ^ Letters of Administration were granted to Petitioner(s) on
Date of Will (fapplicable): 1/7/2007
Date(s) of Codicil(s) (if applicable):
Date of probate (:f different from date Letters granted):
Was a bond required? ^Yes ®No If yes, state amount:
Are proofs of advertising of the grant of Letters attached? ......... m Yes ^ No
Dates of advertising of the grant of Letters: March 9, 16, 23, 2007
Form oc-oi rev. 10.13.06 Page 2 of 10
Estate of George Kaluger ,Deceased
3. Was decedent survived by a spouse? ............................. ^Yes ®No
If yes, name of the surviving spouse:
4. Has the surviving spouse filed to take an elective share? ............. ^Yes ^ No
(See Section 2201 et sue. of the Probate, Estates and Fiduciaries Code)
If yes, date of
5. In the case of an intestacy, state the names of the decedent's surviving children or
surviving issue of deceased children (if none, so state):
6. Did decedent marry after execution of Will or Codicil(s)? ........... ^Yes m No
Were any children born to decedent after execution of
Will or Codicil(s)? ........................................... ^Yes ®No
If yes, give names and dates of birth:
Name:
Date of Birth:
7. If required by the Medical Assistance Estate Recovery Act,
62 P.S. § 1412, was a request for a statement of claim sent to
the Department of Public Welfare? .............................. 0 Yes ^ No
Fore, oc-o/ rev. /0.13.06 Page 3 of 10
Estate of George Kaluger
Deceased
Written notice of the Audit as required by Pa. O.C. Rules 6.3, 6.7 and 6.8 has been or will be
given to all parties in interest listed in item 9 below, all unpaid creditors and all claimants
listed in item 10 below. In addition, notice of any questions requiring Adjudication as
discussed in item 14 below has been or will be given to all persons affected thereby.
A. If Notice has been given, attach a copy of the Notice as well as a list of the names
and addresses of the parties receiving such Notice.
B. If Notice is yet to be given, a copy of the Notice as well as a list of the names and
addresses of the parties receiving such Notice shall be submitted at the Audit
together with a statement executed by a Petitioner or counsel certifying that such
notice has been given.
C. If any person entitled to Notice is not sui juris (e.g., minors or incapacitated
persons), Notice of the Audit has been or will be given to the appropriate
representative on such party's behalf as required by Pa. O.C. Rule 5.2.
D. if any charitable interest is involved, Notice of the Audit has been or will also be
given to the Attorney General as required under Pa. O.C. Rule 5.5. In addition, the
Attomey General's clearance certificate (or proof of service of Notice and a copy
of such Notice) must be submitted herewith or at the Audit.
9. List all parties (charitable and non-charitable) of whom Petitioner(s) has/have notice or
knowledge, having or claiming any interest in the estate as beneficiaries under the Will or
Codicil(s) or as intestate heirs if there is a complete or partial intestacy:
A. State each party's relationship to the decedent and the nature of each party's
interest(s):
Shippensburg Civic Club, P.O. I charity 1%
593, Shippensburg,PA 17257
Shippensburg Rotary, P.O. Box I charity 11%
572, Shippensburg, PA 17257
Form oc-o~ rev. 10.!3.06 Page 4 of 10
Estate of George Kaluger, Deceased
Attachment to page 4 of Petition for Adjudication
9.A. (continuation)
Shippensburg University Foundation charity 36%
1871 Old Main Drive
Shippensbutg, PA 17257
Slippery Rock University charity 3%
1 Morrow Way, 100 Old Main
Slippery Rock, PA 16057
Sally Leith Beals collateral 2.5%
1651 Coral Terrace
North Lauderdale, FL 33068
Daniel Weitzel collateral 2.5%
653 Wyndham Court
Orange Patk, FL 32073
Jhan Mason collateral 3.5%
23 River Oaks Drive
Chico, CA 95973
John Roddick collateral 1.5%
601 Baltimore Road
Shippensburg, PA 17257
Valerie Roach collateral 17.5%
660 Nobel Drive #1C
Santa Cruz, CA 95060
Grace United Church of Christ charity 8%
121 E. Orange Stteet
Shippensburg, PA 17257
St. Elie Romanian Church charity 1%
426 Cherry Way
Ellwood City, PA 16117
Estate of George Kaluger ,Deceased
Shippensburg Historical Society charity 5%
52 West King Street
Shippesnburg, PA 17257
Carol Ann Drogus collateral 17.5%
14 Marvin Street
Clinton, NY 13323 (see sheet attached
for remainder of list)
B. Identify each party who is not sui juris (e.g., minors or incapacitated persons).
For each such party, give date of birth, the name of each Guardian and how each
Guardian was appointed. If no Guardian has been appointed, identify the next of
kin of such party, giving the name, address and relationship of each.
C. State why a Petition for Guardian/Trustee Ad Litem has or has not been filed for
this Audit (see Pa. O.C. Rule 12.4).
D. If distribution is to be made to the personal representative of a deceased party,
state date of death, date and place of grant of Letters and type of Letters granted.
F°„° oc-o! rev. !0.!3.06 Page 5 of 10
Estate of George Kaluger ,Deceased
10. Other than the claim for the family exemption, list the names of all known claimants and
the amount of their claims and state whether each claim is admitted.
Name and Address of Eoch Claimant Amount of Claim Claim Wi17 Claim
Admitted? I Be Paid In
Full
^Yes ^Yes
^No ^No
^Yes ^Yes
^No ^ No
^Yes ^Yes
^No ^No
^Yes ^Yes
^No ^No
If the estate is insolvent, attach a schedule setting forth the order of preference under
20 Pa.C.S. § 3392 and the proposed payments.
11. Was family exemption claimed? ................................ ^Yes mNo
Was family exemption allowed? ................................ ^Yes ONo
Family exemption claimant's name and relationship:
Relatiorrship.~
Form oc-ol rev. 10.]3.06 Page 6 of 10
Estate of George Kaluger ,Deceased
12. The amount of Pennsylvania Transfer Inheritance Tax and additional Pennsylvania Estate
Tax paid, the date(s) of payment(s), and the interest(s) upon which paid, aze as follows:
Dafe Payment /nteres(
5/7/2007
37,601.81
13. On the date of death, was the decedent a fiduciary
(personal representative, trustee, guazdian, agent under power
of attorney) or surety on the bond of a fiduciary? ................... ~ Yes ®No
If yes, provide the name of the estate, indicate whether an account has been filed and
confirmed absolutely and all awazds performed, or, in the alternative, how the
decedent's estate will be discharged for the decedent's fiduciary administration of the
estate.
14. A. Describe in detail any questions requiring adjudication and state the position of the
Petitioner(s) as to each question:
B. Has notice of the question requiring adjudication been given
to the parties identified in Paragraph 9 above? .................. 0 Yes Q No
15. If Petitioner(s) has/have knowledge that a share has been assigned, renounced, disclaimed
or attached, provide a copy of the assignment, renunciation, disclaimer or attachment,
together with any relevant supporting documentation.
Form oc-o/ rev. /0.13.06 Page 7 of 10
Estate of George Kaluger ,Deceased
16. Had the decedent been adjudicated an incapacitated person? .......... ^Yes ®No
If yes, attach a copy of the Order if available; otherwise state the Court, term, number,
date, and name of Hearing Judge.
17. A. List or attach a separate list of additional receipts and disbursements since the closing
date of the Account.
B. Has notice of the additional receipts and disbursements been
given to the parties identified in Paragraph 9 above? ............. ^Yes ^ No
18. If a reserve is requested, state amount and purpose.
35,155.00
P"'OOSe Payment of the balance of executor's commission, payment of attorney fee,
and reservation for additional filing fees.
If a reserve is requested for counsel fees, has notice of the
amount of fees to be paid from the reserve been given to the
parties in interest? ........................................ ®Yes ^No
If so, attach a copy of the notice. Copy of accounting with notation of reserve
for payment of attorney fee and the balance of the executor's commission
is mailed to all beneficiaries and serves as notice of reserve.
19. Is the Court being asked to direct
the filing of a Schedule of Distribution? .......................... ^Yes mNo
As to real estate only? ........................................ ^Yes ^No
Form oc-o~ rev. 10.!3.06 Page 8 of 10
Estate of George Kaluger
Deceased
Wherefore, your Petitioner(s) ask(s) that distribution be awarded to the parties entitled
and suggest(s) that the distributive shares of income and principal (residuary shares being stated
in proportions, not amounts) are as follows:
A. Income:
Proposed Distributee(s) AmounUProportion
All income shown on accounting was distributed
with advance distribution prior to accounting.
B. Principal:
Proposed Distribulee(sJ AmaundProportion
Shippensburg Civic Club 1%
Shippensburg Rotary Club 1%
Shippensburg Historical Society 5%
see sheet attached £or remainder of listing)
Submitted By:
(All petitioners must sign.
Add additional lines if necessary):
~~
ame o etitioner. Orrstown Bank, Executor
Name of Petitioner:
Form oc-oi rev. 10.!3.06 Page 9 of 10
Estate of George Kalugex, Deceased
Attachment to page 9 of Petition for Adjudication
B. (continuation)
Shippensbutg University Foundation 36%
1871 Old Main Drive
Shippensbuxg, PA 17257
Slippery Rock University 3%
1 Morrow Way, 100 Old Main
Slippery Rock, PA 16057
Sally Leith Beals 2.5%
1651 Coral Terrace
North Lauderdale, FL 33068
Daniel Weitzel 2.5%
653 Wyndham Court
Orange Park, FL 32073
Jhan Mason 3.5%
23 River Oaks Drive
Chico, CA 95973
John Roddrek 1.5%
601 Baltimore Road
Shippensbuxg, PA 17257
Valerie Roach 17.5%
660 Nobel Drive #1C
Santa Cruz, CA 95060
Grace United Church of Christ 8%
121 E. Orange Street
Shippensburg, PA 17257
St. Elie Romanian Church 1%
426 Cherry Way
Ellwood Ciry, PA 16117
Estate of George Kaluger ,Deceased
Verification of Petitioner
(Verification must be by at least one petitioner.)
The undersigned hereby verifies * [that aeisne she
of the above-named name otcorooratlon OiTStown Bank
is rare Fiduciary Officer
and] that the facts set
forth in the foregoing Petition for Adjudication /Statement of Proposed Distribution which are
within the personal knowledge of the Petitioner are true, and as to facts based on the information
of others, the Petitioner, after diligent inquiry, believes them to be true; and that any false
statements herein are made subject to the penalties of 18 Pa. C.S. § 4904 (relating to unsworn
falsification to authorities).
i Petit oner
"Corporate petitioners must complele bracketed information.
Certification of Counsel
The undersigned counsel hereby certifies that the foregoing Petition for Adjudication/
Statement of Proposed Distribution is a true and accurate reproduction of the form Petition
authorized by the Supreme Court, and that no changes to the form have been made beyond the
responses herein.
S' nature of Coun or Petitione
Formoc-o/ rev. /o.r3.06 Page 10 of 10
FIRST AND FINAL ACCOUNT OF
Orrsotwn Bank, Executor of the
Estate of George Kaluger, Deceased
Date of Death: February 8, 2007
Date of Executor's Appointment: February 21, 2007
Date Letters Advertised: March 9, 16, 23, 2007
Accounting for the Period: February 8, 2007 thru December 2008
Purpose of Account: The executor offers this account to acquaint
interested parties with the transactions that have occurred during
the executor's administration.
The account also indicates the proposed distribution of the estate.
It is important that the account be carefully examined. Requests
for additional information or questions or objections can be
discussed with:
Orrstown Bank
P.O. BOX 250
Shippensburg, PA 17257
Executor
Joel R. Zullinger, Esq.
14 North Main Street, Suite 200
Chambersburg, PA 17201
Attorney
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SUMMARY OF ACCOUNT
PAGE FIDUCIARY ACQUISITION
VALUE
PRINCIPAL
Receipts
Less Disbursements
Net Gain/Loss on Sales or Other
Dispositions
Principal Balance on Hand
Reserves/Pending
Principal Balance on Hand Minus
Reserves
1 $746,416.62
1-2 -$639.595.97
$106,820.65
2 3 328.22
2 $110,148.87
3 -$35,155.00
3 $74,993.87
INCOME
Receipts
Less Disbursements
Income Balance on Hand
2-3 $37,867.44
3 - 0.00
3 $37,867.44
Combined Balance on Hand for
Distribution
Schedule of Proposed Distribution
3 $112,861.31
4-5 $112,861.31
veorge Kaluger Estate #1260
PRINCIPAL RECEIPTS
t 2/t 0/2008
02/20/2007 TRANSFER MONEY MARKET CASH BALANCE FROM GEORGE 8 MERIEM KALUGER ACCT # 0178 $48,918.40
02/28/2007 CONTRIBUTION RECEIVED-CHECK FROM FOGELSANGER-BRICKER FUNERAL HOME $226.71
03/02/2007 CONTRIBUTION RECEIVED-HIGHMARK BLUE SHIELD $14.39
03/02/2007 CONTRIBUTION RECEIVED-HIGHMARK BLUE SHIELD $5,278.23
03/02/2007 CONTRIBUTION RECEIVED-HIGHMARK BLUE SHIELD $4,121.17
03/08/2007 REFUND RECEIVED FROM READERS DIGEST $27.98
03/15/2007 CONTRIBUTION RECEIVED-TRANSFER CASH FROM TRUST ACCOUNT#0178 $138.38
03/19/2007 CONTRIBUTION RECEIVED-CHECK FROM HIGHMARK BLUESHIELD $24.80
03/23/2007 CONTRIBUTION RECEIVED- CHECK FROM TIME INC. SHARED SERVICES $14.44
03!28/2007 CONTRIBUTION RECEIVED- PRO-RATED FINAL PAYMENT FOR SHIPPENSBURG UNIVERSITY FOUNDATION $811.12
03/26/2007 REFUND RECEIVED FROM ATBT $2.65
04/02/2007 CONTRIBUTION RECEIVED-ANTIETAM HEALTH SERVICES $75.00
04/08/2007 CONTRIBUTION RECEIVED-PSECU CD PROCEEDS $54,501.25
04/23/2007 CONTRIBUTION RECEIVED-CHECK FROM BANK OF AMERICA FOR CD PROCEEDS $27,626.24
05/01/2007 CONTRIBUTION RECEIVED-PA ANNUITANT PA TREASURY $2,724.48
05/10/2007 CONTRIBUTION RECEIVED-NAT'L GEOGRAPHIC SOCIETY $19.00
05/10/2007 CONTRIBUTION RECEIVED-TRANSFER FROM ORRSTOWN ACCOUNT#502448 $7,234.59
05/25/2007 CONTRIBUTION RECEIVED- CUMBERLAND COUNTY FROM VETERANS AFFAIRS OFFICE TOWARD BURIAL $100.00
06/04/2007 REFUND RECEIVED FROM READERS DIGEST $61.94
08/12/2007 REFUND RECEIVED FROM COMCAST CABLE $28.52
06/18/2007 CONTRIBUTION RECEIVED-US TREASURY TAX REFUND $8,255.31
08/25/2007 CONTRIBUTION RECEIVED-PROCEEDS FROM DAN HERSHEY AUCTION $17,928.48
07/24/2007 CONTRIBUTION RECEIVED- GOVERNMENT LIFE INSURANCE POLICY V 3372084 PROCEEDS $5,200.94
07/24/2007 CONTRIBUTION RECEIVED- GOVERNMENT LIFE INSURANCE POLICY J 81025516 PROCEEDS $5,152.86
09!10/2007 DEATH BENEFIT RECEIVED FROM NATIONWIDE LIFE INSURANCE COMPANY $12,308.98
10/09/2D07 CONTRIBUTION RECEIVED- CHECK FROM ING LIFE INSURANCE AND ANNUITY COMPANY $4,929.26
04/18/2008 CONTRIBUTION RECEIVED-CHECK FROM COMMONWEALTH OF PA $3,217.76
08!1112008 CONTRIBUTION RECEIVED US TREASURY TAX REFUND $758.00
06/19/2008 CONTRIBUTION RECEIVED ECONOMIC STIMULUS FOR 2007 TAX YEAR $300.00
10/28/2008 CONTRIBUTION RECEIVED PA TAX REFUND $7,724.99
SUBSEQUENT P IR NCIPAL RECEIPTS
02/21/2007 DEPOSIT 25000 PAR VALUE MBNA CD 3.86% 08/18/2007 $25,000.00
02/21/2007 DEPOSIT 69490.93 PAR VALUE PFCU CD 4.9% 10/04/2008 $89,490.93
02/21/2007 DEPOSIT 27317.31 SHARES PSECU CD 4.5%O6/17/2008 $27,317.31
02/21/2007 DEPOSIT 1000 PAR VALUE PSECU CD 4.25%09/28/2007 $1,000.00
02/21/2007 DEPOSIT 10000 PAR VALUE PSECU CD 4.15% 10/05/2007 $10,000.00
02/21/2007 DEPOSIT 10000 PAR VALUE FEDERAL HOME LOAN BKS DEB 4 % 06/29/2007 $9,900.00
02/21/2007 DEPOSIT 15000 PAR VALUE FEDERAL HOME LOAN BKS DEB 5% 09/22/2010 $14,725.80
02/21/2007 DEPOSIT 30000 PAR VALUE FEDERAL HOME LOAN BKS 5.5% 09/12/2013 $29,475.00
02/21/2007 DEPOSIT 25000 PAR VALUE FEDERAL HOME LOAN BKS 4% 10/27/2008 $24,367.25
02/21/2007 DEPOSIT 15000 PAR VALUE FEDERAL HOME LOAN BKS 5% 05/10/2011 $14,883.85
02/21/2007 DEPOSIT 20000 PAR VALUE FEDERAL HOME LOAN BKS 3.565% 04/30/2008 $19,471.90
02/21/2007 DEPOSIT 10000 PAR VALUE FEDERAL FARM CR BKS 5.05% 12/27/2012 $9,721.90
02/21/2007 DEPOSIT 15000 PAR VALUE FEDERAL FARM CR BKS 3.06% 0 5/1 112 0 0 7 $14,788.47
02/21/2007 DEPOSIT 25000 PAR VALUE PENNSYLVANIA ST SECOND SER 5%O5/01/202D $26,379.88
02/21/2007 DEPOSIT 15000 PAR VALUE WEST BRANCH S/D PA 4.8% 03/15/2020 $15,336.68
02/21/2007 DEP 1 SHS 625 BRENTON ST SHeG PA $217,000.00
03/23/2007 DEP 100 SHS PERSONAL PROPERTY/CONTENTS $1.00
TOTAL PRINCIPAL RECEIPTS 5746.416.62
DISBURSEMENTS OF PRINCIPAL
02/20/2007 REGISTER OF WILLS, CUMBERLAND COUNTY PROBATE FEE -$545.00
03/05/2007 LEFLER ENERGY MONTHLY BALANCE DUE FOR GEORGE KALUGER -$173.00
03/08!2007 MAGISTERIAL DISTRICT NO. 09-03-Ot FAILURE TO REMOVE SNOW AND ICE ON -$86.00
03/13/2007 NANCY'S LOCK & KEY SERVICE BALANCE DUE FOR CHANGING LOCKS AT THE -$84.98
03/22/2007 PENELEC BALANCE DUE FOR THE KALUGER ESTATE -$207.25
04/08/2007 LEFLER ENERGY MONTHLY BALANCE DUE FOR THE KALUGER ESTATE -$173.00
04/18/2007 PENNSYLVANIA DEPARTMENT OF REVENUE PAYMENT ENCLOSED -$183.00
04/19/2007 HAWKIN'S CONSTRUCTION COMPANY SNOW REMOVAL FOR FEBRUARY AND MARCH 2007 -$315.00
04/24/2007 COLLEGE TOWN, INC. VALLEY HEATING AND COOLING, LLC -$665.58
04/24/2007 CUMBERLAND LAW JOURNAL ADVERTISEMENT MARCH 9, 16, & 23, 2007 $75.00
04/2fi/2007 TRACY MCMICHAEL AMOUNT OWED TO TRACY FOR 14 HOURS OF -$198.00
04/26/2007 AMY YEAGY AMOUNT OWED TO AMY FOR 2 DAYS OF -$250.00
0 510 4/2 0 0 7 GLENN NAVE FOR MOWING GRASS -$25.00
0 510 4/2 0 0 7 S. W. BARRETT REAL ESTATE & APPRAISAL APPRAISAL FEE FOR 625 BRENTON STREET $325.00
05/07/2007 REGISTER OF WILLS, CUMBERLAND COUNTY GEORGE KALUGER ESTATE -$37,801.81
05/09/2007 EQUIPPED FOR LIFE BALANCE DUE FOR GEORGE KALUGER -$35.00
05/08/2007 SHIPPEN CLEANERS BALANCE DUE FOR GEORGE KALUGER $14.10
05/10/2007 COMCAST CABLE OUTSTANDING BALANCE DUE FOR THE -$28.52
05/16/2007 EMBARQ GEORGE KALUGER 717-532-5430-804 -$42.98
05/16/2007 FAYETTEVILLE VOLUNTEER FIRE DEPT. GEORGE KALUGER /RUN #06-71307 -$470.00
George Kaluger Estate #1260
05/17/2007 ATBT
05/17/2007 COMCAST CABLE
05/17/2007 BOROUGH OF SHIPPENSBURG
05/17/2007 GLENN NAVE
05/18/2007 PENELEC
05/29!2007 COMMONWEALTH OF PENNSYLVANIA
05/29/2007 GLENN NAVE
05/31/2007 ORRSTOWN BANK
08/14/2007 FRANKLIN COUNTY MEDICAL ASSOC.
06/19/2007 PENELEC
06/20/2007 THE NEWS-CHRONICLE CO.
D6/21/2007 GLENN NAVE
08/25/2007 WSEMS-CHAMBERSBURG ALS/BLS
08/25!2007 WSEMS-CHAMBERSBURG ALSlBLS
07/18/2007 REVERSE SOCIAL SECURITY BENEFITS RECEIVED
07!18/2007 PENELEC
07/20/2007 U.S. DEPARTMENT OF THE TREASURY
0720/2007 DEL 100 REAL ESTATE, 625 BRENTON ST SHBG PA
07/24/2007 BOROUGH OF SHIPPENSBURG
07/28/2007 VOID CHECK #30237 DATED 07/27/07 TO BOROUGH
07/26/2007 LEFFLER ENERGY
08/07/2007 PENELEC
08/10!2007 DAN HERSHEY AUCTIONEERING5ERVICE
08!20/2007 DEL 25000 BHS, MBNA CD 3.86% 08/18/2007
08/20/2007 DEL 1000 SHS, PSECU CD 4.25% 09/28/2007
08/20/2007 DEL 10000 SHS, PSECU CD 4.15% 10/05/07
10/04/2007 CAPITAL RECOVERY
11/08/2007 REGISTER OF WILLS, CUMBERLAND COUNTY
11/14/2007 AR RESOURCES, INC.
11/28/2007 REGISTER OF WILLS, CUMBERLAND COUNTY
04/24/2008 DEL 1 SHS, PERSONAL PROPERTY/CONTENTS
05/23/2008 ORRSTOWN BANK
05/27!2008 UNITED STATES TREASURY
05/27!2008 PA DEPARTMENT OF REVENUE/TAX DUE
7/23/2008 INTERNAL REVENUE SERVICE
08/19/2008 DISTRIBUTION TO BENEFICIARY
08/19!2008 DISTRIBUTION TO BENEFICIARY
08/20/2008 DISTRIBUTION TO BENEFICIARY
08/20/2008 DISTRIBUTION TO BENEFICIARY
08/20/2008 DISTRIBUTION TO BENEFICIARY
08/20/2008 DISTRIBUTION TO BENEFICIARY
08/21/2008 DISTRIBUTION TO BENEFICIARY
08/21!2008 DISTRIBUTION TO BENEFICIARY
08/27/2008 DISTRIBUTION TO BENEFICIARY
08/27/2008 DISTRIBUTION TO BENEFICIARY
08/27/2008 DISTRIBUTION TO BENEFICIARY
08/27/2008 DISTRIBUTION TO BENEFICIARY
08/28/2008 DISTRIBUTION TO BENEFICIARY
08/28/2008 PARTIAL EXECUTOR FEE
10/24/2008 REGISTER OF WILLS, CUMBERLAND COUNTY
TOTAL DISBURSEMENTS OF PRINCIPAL
GEORGE KALUGER
GEORGE KALUGER
GEORGE KALUGER
FOR MOWING THE LAWN
GEORGE KALUGER
STATE EMPLOYEES' RETIREMENT SYSTEM
FOR MOWING GRASS
2006 TAX PREP FEE
GEORGE KALUGER
GEORGE KALUGER
KALUGER ESTATE ADVERTISEMENT
FOR GRASS MOWING
GEORGE KALUGER/28083
GEORGE KALUGER/26083
AFTER DATE OF DEATH
ESTATE OF GEORGE KALUGER
FINANCIAL MANAGEMENT SERVICE
BEQUEATHED TO SU FOUNDATION, PER LAST WILL
ESTATE OF GEORGE KALUGER
OF SHIPPENSBURG /PAID IN ERROR
FINAL BALANCE DUE FOR THE KALUGER ESTATE
GEORGE KALUGER/ACCT #1000 t1 5177 t9 FINAL BILL
FEE FOR APPRAISAL OF TRAVEL MEMORABILIA
PROCEEDS RECEIVED 04/23/2007
PROCEEDS RECEIVED 04/06!2007
PROCEEDS RECEIVED 04/06/2007
BALANCE DUE FOR GEORGE KALUGER
CHECK NUMBER 31299
GEORGE KALUGER/ACCT #0671307lRE: 829772
ADDITIONAL PROBATE FEE FOR THE
PROCEEDS DELIVERED TO SU PER REQUEST
2007 TAX PREP FEE
INTERNAL REVENUE SERVICE CENTER
BUREAU OF IMAGING 8 DOCUMENT MGMT
ADDITIONAL TAX DUE 2001 FORM 1041
SHIPPENSBURG HISTORICAL SOCIETY
SHIPPENSBURG UNIVERSITY FOUNDATION
SHIPPENSBURG CIVIC CLUB
SALLY LEITH BEALS
CAROL ANN DROGUS
DANIEL WEITZEL
GRACE UNITED CHURCH OF CHRIST
ST. ELIE ROMANIAN ORTHODOX CHURCH
JHAN MASON
SLIPPERY ROCK UNIVERSITY
VALERIE M. ROACH
JOHN RODDICK
ROTARY CLUB OF SHIPPENSBURG
ORRSTOWN BANK
FILING FIRST 8 FINAL ACCOUNTING
PRINCIPAL PROCEED
03/28!2007 SOLD 30000 ($ 88.375 FED HOME LOAN BKS 5.5% 09/12/2013 $29,512.50/$29,475.00
03/28/2007 SOLD 15000 @ 98.0625 FED HOME LOAN BKS 5% 05/10/2011 $14,709.38/$14,683.85
03/26/2007 SOLD 25000 (tIJ 97.31 FED HOME LOAN BKS 4% 10!27/2008 $24,327.50/$24,367.25
03/26/2007 SOLD 15000 L3$ 97.40 FED HOME LOAN BKS DEB 5% 0 9 /2 212 01 $14,610.00/$14,725.80
03/26/2007 SOLD 10000 (a] 97 FED FARM CR BKS 5.05% 12/27/2012 $9,700D0/$9,721.90
03/27/2007 SOLD 20000 @ 87.20 FED HOME LOAN BKS 3.585% 04/30l200E $19,440.00/$19,471.80
03!27/2007 SOLD 15000 ~ 99.05 FED FARM CR BKS 3.08% 05/11/2007 $14,857.50/$14,796.47
03/27/2007 SOLD 10000 (bj 98.80 FED HOME LOAN BKS DEB 4% 0 6/2 812 0 0 $9,880.00/$8/900.00
03/28/2007 SOLD 25000 (20 105.188 PA ST SECOND SER 5% 05/01/2020 $26,296.50/$26,379.88
03/28/2007 SOLD 15000 C~$ 101.504 WEST BRANCH S/D PA 4.8% 03/15/202 $15,225.60/$15,328.07
07/12/2007 SOLD 89490.93 SHRS PFCU CD 4.9% 10/04/2008 $73,112.09/$89,490.93
TOTAL GAIN
PRINCIPAL BALANCE ON HAND
INCOME RECEIPTS
VALUE
12/10/2008
-$6.11
-$28.52
-$94.65
-$25.00
-$65.71
-$7,358.10
-$25.00
-$250.00
-$67.94
-$29.05
-$17.00
-$25.00
-$150.39
-$135.63
-$761.00
-$44.08
-$1,562.00
-$z17,oo0.00
-$132.27
$132.27
-$1,020.47
-$81.03
5150.00
-$25,000.00
-$1,000.00
-$10,OD0.00
-$3,210.64
-$15.00
-$470.00
-$150.00
-$1.00
-$250.00
-$195.00
-$1oz.oo
-$10.32
-$15,266.60
-$110,063.49
-$3,057.32
-$7,643.30
553,503.09
-$7,643.30
-$24,458.55
-$3,057.32
-$10,700.62
-$9,171.96
-$53,503.09
-$4,565.96
-$3,057.32
-$22,575.00
-$480.00
3538 585.97
GAINILOSS
$37.50
$25.73
-$39.75
-$115.80
-$21.90
-$31.90
$59.03
-$20.00
-$83.38
-$1az.a7
$3,621.16
3 72 .22
$110.148.87
03/02/2007-12/01/2008 DIVIDENDS RECEIVED FEDERATED MONEY MARKET FUND $25,702.76
02/26/2007 ANNUITY PAYMENT ING $244.50
03/01/2007 CONTRIBUTION RECEIVED AMERIPRISE FINANCIAL $163.55
' George Kaluger Estate#7260 12/10/2008
03/01/2007 CONTRIBUTION RECEIVED ANNUITANT PA TREASURY $2,72q.gg
03/12/2007 INTEREST ON 30000 PAR VALUE FED HOME LOAN BKS 5.5% 09/12/2013 $825.00
03/15/2007 INTEREST ON 15000 PAR VALUE WEST BRANCH S/D PA 4.8% 03/15/2020 $351.39
03/22/2007 INTEREST ON 15000 PAR VALUE FED HOME LOAN BKS DEB 5% 09/22/2010 $375.00
03/26/2007 INTEREST ON 30000 PAR VALUE FED HOME LOAN BKS 5.5% 08/12/2013 $64.17
03/28/2007 INTEREST ON 25000 PAR VALUE FED HOME LOAN BKS 4 % 10/27/2006 $413.89
03/28/2007 INTEREST ON 15000 PAR VALUE FED HOME LOAN BKS 5% 05/10/2011 $283.33
03/28/2007 INTEREST ON 10000 PAR VALUE FED FARM CR BKS 5.05% 12/27/2012 $124.85
03/26/2007 INTEREST ON 15000 PAR VALUE FED HOME LOAN BKS DEB 5 % 09/22/2010 $8.33
03/26/2007 ANNUITY PAYMENT ING $244.50
03/27/2007 INTEREST ON 20000 PAR VALUE FED HOME LOAN BKS 3.565% 04!30/2008 $291.14
03/27!2007 INTEREST ON 10000 PAR VALUE FED HOME LOAN BKS DEB 5% 08/29/2007 $197.78
03/27/2007 INTEREST ON 15000 PAR VALUE FED FARM CR BKS 3.06% 05/112007 $173.40
0328/2007 INTEREST ON 25000 PAR VALUE PA ST SECOND SER 5 % 05/10/2020 $510.42
03/28/2007 INTEREST ON 15000 PAR VALUE WEST BRANCH S/D PA 4.8 % 03/15/2020 $26.00
04/02/2007 CONTRIBUTION RECEIVED AMERIPRISE FINANCIAL $103.55
04/02/2007 CONTRIBUTION RECEIVED ANNUITANT PA TREASURY $2,724.48
04242007 RECEIVED INTEREST PSECU DC 4.5 % 08/17/2009 $1,535.92
01/03/2008 POLICY DIVIDEND RECEIVED PRUDENTIAL FINANCIAL $82.47
10/03/2008- iZ01/2008 INTEREST RECEIVED ORRSTOWN BANK DAILY DEPOSIT FDIC ACCOUNT $59fi.53
TOTAL INCOME RECEIPTS $37 867 64
INCOME BALANCE ON HAND $37 86744
COMBINED BALANCE ON HAND $148.016.31
FEDERATED MONEY MARKET FUND $614.40
ORRSTOWN BANK DAILT DEPOSIT FDIC ACCOUNT $147,401.81
RESERVED:
ORRSTOWN BANK, REMAINING EXECUTOR FEE -$7,525.00
JOEL R. ZULLINGER, ATTORNEY FEE -$27,500.00
FILING FEES -$130.00
COMBINED BALANCE DN HAND FOR DISTRIBUTION
F.NCU\IBERED ASSET NOT AVAILABLE FOR DISTRIBUTION
At the time of the decedent's death he was the owner of Oxxstown Bank Certificate of Deposit
#400011466, with a date of death valuation of $16,370.65. This certificate of deposit is not
included as an asset in the above accounting. The certificate was pledged as collateral security
fox a personal loan in the name of Brian Yeagy, Amy Yeagy and George Kaluger to Orxstown
Bank. Payments on the loan are being made by Brian and Amy Yeagy. The loan is due to be
paid in full in August of 2011. The certificate of deposit will not be released until the loan is
paid in full, at which time an informal accounting will be made to the beneficiaries to distribute
the proceeds from liquidation of the certificate of deposit. Value of the certificate as of
12/1/2008 is $17,536.72.
George Kaluger Estate #1260
PROPOSED SCHEDULE OF DISTRIBUTION
Shippensburg University Foundation $40,630.07
Old Main Road
Shippensburg, PA 172
Slippery Rock University $3,385.84
1 Morrow Way, 100 Old Main
Slippery Rock, PA 16057
Grace United Church of Christ $9,028.90
121 E. Orange Street
Shippensburg, PA 17257
St. Elie Romanian Orthodox Church $1,128.61
425 Cherry Way
Ellwood City, PA 16117
Shippensburg Historical Society $5,643.06
52 West King Street
Shippensburg, PA 17257
Shippensburg Civic Club $1,128.61
P.O. Box 593
Shippensburg, PA 17257
Shippensburg Rotary Club $1,128.61
P.O. Box 572
Shippensburg, PA 17257
Carol Ann Drogus $19,750.73
14 Marvin Street
Clinton, NY 13323
Sally Leith Beals $2,821.53
1651 Coral Terrace
North Lauderdale, FL 33068
Daniel Weitrel $2,821.53
653 Wyndham Court
Orange Park, FL 32073
Jhan Mason $3,950.17
23 River Oaks Drive
Chico, CA 95973
George Kaluger Estate #1260
PROPOSED SCHEDULE OF DISTRIBUTION
John Roddick
601 Baltimore Road
Shippensburg, PA 17257
$ 1,692.92
Valerie M. Roach
660 Nobel Drive #1 C
Santa Cruz, CA 95060
$ 19,750.73
Total Proposed Distributions $112.861.31
COMMONWEALTH OF PENNSYLVANIA:
~~ II,,~~~ S S
COUNTY OF C11 - ~G~-~~
Orrstown Bank, Executor under the last will and testament of
George Kaluger, deceased, hereby declares under oath that they
have fully and faithfully discharged the duties of office; that
the foregoing first and final account is true and correct and
fully discloses all significant transactions occurring during the
accounting period; that all known claims against the estate have
been paid in full; that, to their knowledge there are no claims
now outstanding against the estate; and that all t
due from the estate have been paid; that the indivi
the within schedule of distribution are the only on
participate in said fund for distribution to the
knowledge, and that the amounts awarded to each of
the correct amount payable to
Sworn ptyor~ and subscribed before me
this -~-- day of ~~rCcnc.ber 2 p0
~K ~,~ h L~ n~,Q.C_Q__
('` Not ry /Publi
COMMONWEALTH OF PENNSYLVANIA
NMariai Seal
Robin Lvn~ 3urrnisel, Notary Public
Shipponsbupr 600, Cumberland County
My Commisv~~~on Expires May 8, 2012
Member Pennsylvania Association of Notaries
axes presently
duals named in
es entitled to
best of their
them herein is
AFFIDAVIT
STATE OF PENNSYLVANIA:
:SS
COUNTY OF FRANKLIN
Joel R. Zullinger, being duly sworn according to law, deposes
and says that he did on December 11, 2008, mail notice of the
filing of the above First and Final Account and Proposed Schedule
of Distribution by certified mail, return receipt requested, to
the following parties:
Valerie Roach
660 Nobel Drive 1-C
Santa Cruz, CA 95060
Carol Ann Drogus
14 Marvin Street
Clinton, NY 13323
Jhan Mason
23 River Oaks Drive
Chico, CA 95973
Daniel Weitzel
653 Wyndham Court
Orange Park, FL 32073
Sally Leith Beals
1651 Coral Terrace
North Ft. Lauderdale, FL 33068
John Roddick
601 Baltimore Road
Shippensburg, PA 17257
Shippensburg University Foundation
1871 Old Main Drive
Shippensburg, PA 17257
Slippery Rock University Foundation
1 Morrow Way, 100 Old Main
Slippery Rock, PA 16057
Grace United Church of Christ
121 East Orange Street
Shippensburg, PA 17257
St. Elie Romanian Orthodox Church
425 Cherry Way
Ellwood City, PA
Shippensburg Historical Society
52 West King Street
Shippensburg, PA 17257
Shippensburg Civic Club
P.O. Box 593
Shippensburg, PA 17257
Shippensburg Rotary Club
P.O. BOX 572
Shippensburg, PA 17257
Joanne Book Coles, Esquire
Deputy Attorney General
Charitable Trusts and Organization Section
Pennsylvania Office of Attorney General
14th Floor, Strawberry Square
Harrisburg, PA 17120
Joel R. Zullinger, Esquire
Attorney for the Estate of
George Kaluger
By
Sworn and subscribe to before me
this day of s%~, 200~J" .
of ry Public
Notarial Seal
Carin L. Walter, Nota p
Chambersburg Boro, Franklin County
My Commission Expires May 73, 2009
PROOF OF PUBLICATION OF NOTICE
IN CUMBERLAND LAW JOURNAL
(Under Act No. 587; approved May 16, 1929), P. L.1784
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF CUMBERLAND
ss.
Lisa Marie Coyne, Esquire, Editor of the Cumberland Law Journal, of the County and
State aforesaid, being duly sworn, according to law, deposes and says that the Cumberland Law
Journal, a legal periodical published in the Borough of Carlisle in the County and State aforesaid,
was established January 2, 1952, and designated by the local courts as the official legal
periodical for the publication of all legal notices, and has, since January 2, 1952, been regularly
issued weekly in the said County, and that the printed notice or publication attached hereto is
exactly the same as was printed in the regular editions and issues of the said Cumberland Law
Journal on the following dates,
March 9, March 16 and March 23, 2007
Affiant further deposes that he is authorized to verify this statement by the Cumberland
Law Journal, a legal periodical of general circulation, and that he is not interested in the subject
matter of the aforesaid notice or advertisement, and that all allegations in the foregoing
statements as to time, place and character of publication are true.
~~^ ~,~
L' a Marie Coyne Editor
xaluger, gorge, aec'd. SWORN TO AND SUBSCRIBED before me this
Late o£ the Borough of ship- 23 day of _Mazch, 2007
pensburg.
Executor: Orrstown Bank, P.O.
Box 250, Shippensburg. PA -
17257.
Attorney: Joel R. Zullinger, Es-
quire, 14 North Mafn Street. - ,r^^~~++•-
Room 200. Chambersburg. PA i '„ ,i.,A!_
17201. ~ _.,, •.•n 1R: Pi Y ~ C ;':'
!': 1 ~;t of ty
~ :{r;` i
JRZ - 5.1 kaluger.l January 23, 2004
LAST WILL AND TESTAMENT
I, George Kaluger, of 625 Brenton Street, Shippensburg,
Pennsylvania, being of sound and disposing mind, memory and
understanding, do hereby declare this to be my will, hereby
revoking any and all former wills and codicils thereto by me
heretofore made.
FIRST
I direct that all my just debts and funeral expenses,
including all expenses of my last illness, shall be paid from ~y
n -.~ ~;
--~r,
estate as soon as practicable after my decease as a par~;gf t}e "_;ii
expense of the administration of my estate. -`=!? o ==''~
~- :~
~ ~ , _~
~- -., n
-- _ ;
SECOND =~ c - '--
~ -:,
I give, devise and bequeath the residue of my estate of every
nature and wherever situate to my wife, Meriem F. Kaluger,
providing she shall survive me by thirty days.
THIRD
Should my wife, Meriem F. Kaluger, predecease me or die on or
before the thirtieth day following my death I give, devise and
bequeath the residue of my estate of every nature and wherever
situate as follows:
A. I give my home situate at 625 Brenton Street,
Shippensburg, Pennsylvania, my travel artifacts, various
collections of objects, paintings, pictures and slides
and series of books to -.the Shippensburg University
Foundation, Shippensburg, Pennsylvania. In the event the
Shippensburg University Foundation does not want same or
all of the aforementioned artifacts, then the same shall
next be offered to the Shippensburg Historical Society,
Shippensburg, Pennsylvania. Finally, in the event all of
the aforementioned items have not been retained by either
the Shippensburg University Foundation or the
Shippensburg Historical Society, the Shippensburg Public
Library of Shippensburg, Pennsylvania, shall have the
option to receive the remaining articles.
B. The balance of the residue of my estate of every nature
and wherever situate shall be distributed as follows:
1. Twenty-four percent to the Shippensburg University
Foundation, Shippensburg, Pennsylvania, to be added
to fund the George and Meriem F. Kaluger Academic
Enrichment Fund;
2. Eight percent to the Shippensburg University
Foundation, Shippensburg, Pennsylvania, to be added
to the George and Meriem Kaluger Human Heritage
Fund;
Page 2
s
3. Three percent to Shippensburg University
Foundation, Inc., Shippensburg, Pennsylvania, to be
added to the Kaluger and Sweely Scholarship Fund;
4. One percent to the Shippensburg University
Foundation, Inc., Shippensburg, Pennsylvania, to be
added to the. Fashion Archives Fund;
5. Three percent to the Slippery Rock University
Foundation, Slippery Rock, Pennsylvania, to be
added to the George and Meriem Kaluger Academic
Award Fund;
6. Eight percent to the Grace United Church of Christ,
Shippensburg, Pennsylvania, to be used for general
church purposes;
7. One percent to the St. Elie Romanian Orthodox
Church, Ellwood City, Pennsylvania, to be used for
general church purposes;
8. Five percent to the Shippensburg Historical
.Society, Shippensburg, Pennsylvania, to be used for
general society purposes;
9. One percent thereof to Shippensburg Civic Club,
Shippensburg, Pennsylvania, to be used for general
club purposes;
10. One percent thereof to the Shippensburg Rotary
Club, Shippensburg, Pennsylvania, to be used for
the establishment of a Rotary Foundation Paul
Harris Fellow award in memory of George Kaluger;
Page 3
11. Seventeen percent thereof: to Valerie Drogus, if she
survives me;
12. Seventeen percent thereof to Carol Ann Drogus, if
she survives me;
13. Three percent thereof to Shan Mason, if she
survives me;
14. Three percent thereof to Cornell Kaluger, if he
survives me;
15. Two percent thereof to Daniel Weitzel, if he
survives me;
16. Two percent thereof to Sally Leath Beals, if she
survives me;
17. One percent thereof to Jack Roddick, if he survives
me;
18. In the event any of the aforementioned
beneficiaries named in subparagraphs 11 through 17
~ should predecease me or die on or before the
sixtieth day following my death, his or her -share
shall be distributed equally among my remaining
beneficiaries named in subparagraphs 11 through 17.
FOURTH
In the event that my wife and I should die in a common
disaster, which for purposes of this will shall be defined as dying
within sixty days of each other, in order to distribute the entire
Page 4
bulk of our estate, including jointly held assets and individually
held assets, in a manner that conforms to the above distribution
set forth in paragraph Third, it is my desire that all assets held
jointly and individually by me and my wife shall be combined and
after the payment of all expenses of both estates, and the
distribution of any specific bequest, the residue shall be divided
equally between the two estates and my one-half share shall be
distributed in accordance with paragraph Third above. Specifically
as to the amounts bequeathed to an institution or organization, the
maximum amount shall be considered the maximum to be received from
both of the estates of myself and my wife, Meriem F. Kaluger. The
total amount received from both estates shall not exceed the
maximum set forth in each of our wills. It is my intent that these
bequests not be doubled by considering each will separately, but
rather that the maximum be considered the maximum for both wills.
FIFTH
Any fiduciary under this will shall have the following powers
in addition to those vested in them by law and by other provisions
of my will 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 and all of the assets of my estate, real or
personal, without regard to any principle of
diversification of risk.
Page 5
B. To invest in all forms of property including stock,
common trust funds and mortgage investment funds without
restriction to investments authorized for Pennsylvania
fiduciaries as they deem proper, without regard to any
principle of diversification of risk.
C. To sell at public or private 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 such prices and upon such terms or conditions
as they deem proper.
D. To allocate receipts and expenses to principal or income
or partly to each as they from time to time think proper.
E. To compromise any claim or controversy.
F. To distribute in cash or in kind or partly in each.
~" G. To hold property in their names without designation of
any fiduciary capacity or in the name of a nominee or
unregistered.
SIXTH
I direct that all taxes that may be assessed in consequence of
my death of whatever nature and by whatever jurisdiction imposed,
shall be paid from my residuary estate as apart of the expense of
the administration of my estate.
Page 6
SEVENTH
I appoint my wife, Meriem F. Kaluger, as executrix of this my
will. Should my wife predecease me, fail to qualify or cease to
act, I appoint Dr. Francis Norton and Orrstown Bank, with principal
offices in Shippensburg, Pennsylvania, as co-executors of this my
will.
EIGHTH
No bond shall be required of any fiduciary hereunder in any
jurisdiction.
IN WITNESS WHEREOF, I hereunto set my hand and seal to this my
last will and testament, consisting of eight typewritten pages, the
first six of which bear my~~g9signature in~the margin for the purpose
of identification this ~~~lay of t---Q. ~,~.f.e~~l~~~/+ ~ 29~~•
V
/ ~ec,~~ow~ p„' ( SEAL)
Signed, sealed, published and declared by the above-named
testator as and for his last will and testament in our presence,
who in his presence, at his request and in the presence of each
other have hereunto set our hands ,ars aCt7testing/~wi~tnesses.
~~ r / ~n'T ( G.c~ G+~~ /`~L~C+ PSI. _ ~ ~/J.
Page 7
~,
We, George Kaluger, ~ ~„-~%~ ~//,j~ and
the testator and the witnesses respectively,
whose names are signed to the attached or foregoing instrument,
being first duly sworn, do hereby declare to the undersigned
authority that the testator signed and executed the instrument as
his last will and testament and that he executed it as his free and
voluntary act for the purposes therein expressed and that each of
the witnesses, in the presence and hearing of the said testator
signed the will as witnesses and to the best of their knowledge
said signer was at that time eighteen years of age or older, of
sound mind and under no constraint or undue influence.
'Testa r
~/Witness
/ ~~
` Witness
Subscribed, sworn to and acknowledged
before me by the above-named signer and
subscribed and sworn to befor me by the
above-named ya'tne~~is day of
2
Notary Public
~A~»`c~r3aG ~a~d
r , E ,Fay zy @°~~;sa ~'u~Ff
r ~.$ 5;4rn- _~~~ti CA~ePE:v FS~£W i,=' i.~~i",I
Page 8
CODICIL
I,George 'Kaluger of 62.5 Brenton Street, Shippensburg,
Pennsyylvania being of sound and disposing mind, memory and
understanding, do hereby declare this to be a codicil to my will
dated February 2, 2004.
I.
N
r` "
C'
I hereby revoke paragraph Seventh of my said will.-= G'
~~~ n rn
m N
,~,~ J O
`,'
~~
Q
IN LIEU TB'SRSOF, I direct that the following be substituted
I appoint Orrstown Bank with principal offices in
Shippensburg, Pennsylvania Executor of this my
will.
II.
In all other respects I hereby ratify, confirm and republish
my will dated February 2, 2004 together with this codicil as and
for my will.
-.n
=~~
-2 _3
--
~_
_'
C'~
_ ;'rl
~, ;_-)
IN WI1'NE55 WHEREOF, I have hereunto set my hand and seal this
~~ day of ~ 2 ?9C
h~~
~ea.~U' L'.Gr' (SEAL)
~.~.~ k
Signed, sealed, published and declared by the above-named testator
as and for his codicil in our presence, who in his presence, at his
request and in the presence of each other hereunto set our hands as
attesting witnesses.
Page 2