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02-0097
FOR PROBATE and GRANT OF ~$tatt Of Beulah B. Murphy =/so t"~o~ ~'. 172-01-8~2& ~ Of CUMBERLAND The petition of the tmd~iVaed ~y represents thsz: Yom' ~fion~s), who ~ I~ y~ of~e or old= ~ ~e ~t or · e ~ ~ of~e ~ve ~~ ~ SevCember 29 ~d ~) ~ (NONE] the 1999 D~c~nd~at ~ domkfled at d~ h Cumberland ~, her ~f~m~yorp~d~~ 872 Messiah UDDer Allen To~shio Mechanicsburg~ PA ~ ~ ~ ~ m~) ~d~t, ~ 89 y~ olde, ~ January 10 ~ Holy Snlrit Nm~pJt~. Eaot Pennsboro ~., Camm Hill, PA ~t ~ fo~owa, d~t ~d ~ ~. ~ not ~vo~ ~ ~d not have a ~ ~m or Mo~ ~ ~don of ~c ~ off~ for ~b~ ~ not ~c M~ of a ~n;,i ~d w~ n~= Mju~ h~m~cnt: Dec. cleat at dmzh owned property with cstimaicd walue= ~s fo~o~: ~f do~ ~ P~) ~ ~ pro~ $ ~f not do~ ~ P~) P~ pm~ ~ P~-~lv~ S ~f not do~ ~ ~) P~ pro~ ~ ~ $ V~ue of r~ ~c ~ P~-~Iv~ $ ~tuat~ ~ foEo~: 50t000. prc~entcd herewith and the grant of Ietm~ Testamentary thcron. (t=u=~==~. ,,tmi=im~o, Trust Company of Pennsylvania, NA, Alifirst formerly known as Allfirst Bank, formally known as Dauphin Deposit Bank and Trust Co. °l~omas E. Morkin~ Vice President OATH OF PERSONAL RF~PREMENTATIYE COM2~ON'W'EA. LTH OF PENNSYLVANIA COUNTY O17 CUMBERLAND The petitioner(s) above-named swear(s) or afftrm(s) that the statcmcnu ia thc foresoins l:~ition are true and c..orrect to the b~st of thc knowledge and belief of p~'titioacr(s) and that as persoaa.l rcpr~sc,a- taavc(~) of thc above decedent lx'!itioner(s) will wcJ:]-~d ~ _~b:~L,'~.~cr mc ~,~dh~ to law. 21-02-97 -- ~5~ Of Beulah B. MUr . D~Lqed DECREE OF PROBATE AND GRANT OF LErtz~ NOW _ JANUARY 31 a t ~ ~ h~f, ~f~ ~,_,~ Se~t~ber 29, 1999 ' Beulah B. Murphy and L~ncn Te ~__%~.~n~m~- Irehe~o~l~=~ltedto A fir · ' formallY known as Allfirst Bank, formallz known as Dau hin De osit Bank and Trust Company_ F~ 07083 1)robate, t~er~, E~- .... $ 8 . 00 Robert L. Knupp 3 9.00 ~ EX~EA.PC, S ..... ~ -- 407 North Front Street. P. O. Box JCP Fee _ ~ Harrisburg, pAADDR~. 17108-1848 TO~,A~, ~ (717) 238-7151 ...... , ~ .Z002 ......... ' pHONE ..b~u~..RY .~ . . 11848 CALLED BANK JANUARY 31, 2002 his is to certify that the information here given is correctly copied from an original certificate of death duly filed with me as Local Registrar. The original certificate will be forwarded to the State Vital Records Office for permanent filing. WARNING: It is illegal to duplicate this copy by photostat or photograph. Fee for this certificate, $2.00 P 80458,92 No. ~ocal Registr;r- Date Z, ez COMMONWEALTH OF PENNSYLVANIA * DEPARTMENT OF HEALTH · VITAL RECORDS CERTIFICATE OF DEATH ,. i ~ ~y 18, 12 j '" · ~ .... o,~,: - ..... C~rland ~ ~st Penns~ro T~I ./ .... J ~ .~~'~' I~'.~~ ..... ,,. ~okkee~r I,,. con ' . I ~N*'S ~ ~ ~,~, C~. ~. Z~ C~I ' · PA 872 ~ssiah Viliage ~ ,,..~ ,L mechanicsburg, PA 17055 ,,. Chester A. Beemer ,~.. Joanne Cuttman [] Jan. 14, 2002 014404-L ,,. Beulah. Bennett [~. 41)0 Megoules Blvd., ~is~rg, PA 17109 ~,,~Paxtang Cmetery [ ~rrisburg, PA L. · , ., walnut St., ~.PA ~0 ~0 pS rit ~ospital Hl£1, PA 21-02-97 LAST WILL AND TESTAMENT OF BEULAH B. MURPHY I, BEULAH B. MURPHY, of Messiah Village, Upper Allen Township, Cumberland County, Pennsylvania, being of sound and disposing mind, hereby make, publish and declare this my Last Will and Testament, hereby revoking and making void all prior Wills and other testamentary writings at any time heretofore made by me. FIRST: I direct my Executor, hereinafter named, to pay all of my just debts, funeral and testamentary expenses as soon as conveniently can be done after my demise. SECOND: I give, devise and bequeath to JOANN T. CUTMAN, and her daughters, KATHRYN DERK and KRISTEN HUFFER, their choice of all furnishings, dishes, jewelry, etc. THIRD: All the rest, residue and remainder of my estate, of whatsoever kind and wheresoever situate, shall be liquidated and distributed as follows: Seventy-five (75%) percent to JOANNE T. CUTMAN or her husband, DAVID J. CUTMAN, or their issue, per stirpes. Twenty-five (25%) percent to RICHARD B. BEEMER or his wife MARYLOU BEEMER, of Lombard, Illinois, or their issue, per stirpes. It is my intention that no persons other than the above-named individuals shall receive any share of my residuary estate. FOURTH: Should there be any property of whatsoever kind and wheresoever situate which I have the right to dispose of at the time of my death, including but not limited to any special or general power of appointment or both, I hereby appoint the same to my legatees set forth in Paragraph THIRD hereof. FIFTH: All federal, state and other death taxes, payable because of my death, with respect to the property forming my gross estate for tax purposes - whether or not it passes under this Will - shall be paid out of the principal of my general estate as if they were my debts, so that the full burden of such taxes shall fall upon my residuary estate passing under Paragraph FOURTH hereof, and no part of such taxes shall be charged against any beneficiary. All such taxes on present or future interests shall be paid at such time or times as my Executor or my Trustee may think proper, regardless of whether such taxes are then due. SIXTH: I nominate, constitute and appoint ALLFIRST BANK, formerly known as DAUPHIN DEPOSIT BANK AND TRUST COMPANY, Harrisburg, Pennsylvania, Guardian of the estate of any beneficiary physically or mentally unable to manage his own affairs. Such Guardian shall have the authorization to use principal and income for the benefit of any such person. SEVENTH: I request my Executor to consult with ROBERT L. KNUPP, ESQUIRE of KNUPP, KODAK & IMBLUM, P.C., of Harrisburg, Pennsylvania, as attorneys to assist in the administration and settlement of my affairs after death, they being acquainted with my affairs. EIGHTH: I nominate, constitute and appoint ALLFIRST BANK, formerly known as DAUPHIN DEPOSIT BANK AND TRUST, Harrisburg, Pennsylvania, as Executor of this my Last Will and Testament and direct that no bond shall be required. IN WITNESS WHEREOF, I have to this my Last Will and Testament, typewritten on three (3)pages of paper, set my hand an seal at the end thereof this--~__~day of ~ ! 1999. BEULAH B. MURPHY SIGNED, SEALED, PUBLISHED and DECLARED by the above-named Testatrix, BEULAH B. MURPHY, as and for her Last Will and Testament in the presence of us who, at her request, in her presence and in the presence of each other, all being pres3nt~~have hereunto set our hands as witnesses. (.SEAL.') COMMONWEALTH OF PENNSYLVANIA · :SS: COUNTY OF CUMBERLAND · I, BEULAH B. MURPHY, Testatrix 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 Testament; that I signed it willingly; and that I signed it as my free and voluntary act for the purposes therein expressed. BEULAH B. MURPHY Sworn to a.n.d subscr~ed before me this~~ day of~t'~2eO1999. Notary Public My Commission Expires: (SEAL) Notarial Seal Frances A. Thode, Notary Public Harrisburg, Dauphin County ..My Commission Expires Mar. 16, 2002 COMMONWEALTH OF PENNSYLVANIA · :SS: COUNTY OF CUMBERLAND · WE, [~O~ 1) - [~'0t) l~d¢ and 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 BEULAH B. MURPHY, Testatrix, sign and execute the instrument as her Last Will and Testament; that she signed willingly and that she executed it as her free and voluntary act for the purposes therein expressed; that each of us in the hearing and sight of the Testatrix signed the Will as witness, and that to the best of our knowledge, the Testatrix was~M~ time 18 or more years of age, of sound mind and under no constraint or undue i~~ ~~m~~ sS~b C~d'~~~--rv~_. . (SEAL) Notary Public My Commission Expires: Notarial Seal Frances A. Thode, Nota~ Public Harrisburg, Dauphin County My Commission Expires Mar. 16, 2002 Name of Decedent: Date of Death: January 10, 2002 CERTIFICATION OF NOTICE UNDER RULE 5.6(a) Beulah B. Murphy Will No. 00097 - 2002 Admin. No. To the Register: I certify that notice of beneficial interest required by Rule 5.6(a) of the Orphans' Court Rules was served on or mailed to the following beneficiaries of the above-captioned estate on February 11, 200.2: Name Address Joann T. Cutman Kathryn Derk Kristen Huffer Richard B. Beemer 4150 Megoulas Blvd., Harrisburg, PA 17109 29 N. Railroad Street, Hummelstown, PA 17036 418 Orrs Bridge Road, Camp Hill, PA 17011 117 South Charlotte St., Lombard, I1 60148-2607 Notice has now been given to all persons entitled thereto under Rule 5.6(a) except Allfirst Trust Company of Pennsylvania, N.A. Executor of~e Estate of Beulah B. Murphy A~i~e-l~r~'~dent &VT~u~t O~'ffc~r- ~ Name: Ruth Ann McMillen Telephone: (717) 255-2109 cc: Robert L. Knupp, Esquire COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HAFIRISBURG, PA 17128-0601 RECEIVED FROM: PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT NO. REV-1162 EX(11-96) CD 001033 ALLFIRST TRUST CO OF PA NA FKA 213 MARKET ST HARRISBURG, PA 17101 ........ fold ESTATE INFORMATION: SSN: 172-01-8724 FILE NUMBER: 2102-0097 DECEDENT NAME:' MURPHY BEULAH B DATF OF PAYMENT: 04/03/2002 POSTMARK DATE: 00/00/0000 COUNTY: CUMBERLAND DATF OF DEATH: 01 /10/2002 ACN ASSESSMENT CONTROL NUMBER AMOUNT 101 $20,900.00 TOTAL AMOUNT PAID: $20,900.00 REMARKS: ALLFIRST TRUST CO OF PA SEAL CHECK//2232073422 INITIALS' CW RECEIVED BY: MARY C. LEWIS REGISTER OF WILLS REGISTER OF WILLS COIVIMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG, PA 17128-0601 RECEIVED FROM: PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT NO. REV-1162 EX(11-96) CD 001586 ALLFIRST TRUST CO OF PA NA FKA 213 MARKET ST HARRISBURG, PA 17101 ........ fold ESTATE INFORMATION: SSN: 172-01-8724 FILE NUMBER: 2102-0097 DECEDENT NAME: MURPHY BEULAH B DATE OF PAYMENT: 09/03/2002 POSTMARK DATE: 00/00/0000 COUNTY: CUM BERLAND DATE OF DEATH: 01/10/2002 ACN ASSESSMENT CONTROL NUMBER AMOUNT 101 95,576.64 REMARKS: TOTAL AMOUNT PAID: ALLFIRST TRUST CO OF PA NA 95,576.64 SEAL CHECK# 20341385 INITIALS: SK RECEIVED BY: MARY C. LEWIS REGISTER OF WILLS REGISTER OF WILLS Register of Wills of Estate of Beulah B. also known as Murphy CUMBERLAND County, Pennsylvania INVENTORY , Deceased O~o,-00097-2002 DateofDeath 01/10/2002 $ocialSecuriV No. 172-01-8724 Allfirst Trust Company of PA, NA, Personal Representative(s) of the above Estate, deceased, verify that the items appearing in the following Inventory include all of the personal assets wherever situate and all of the real estate in the Commonwealth of Pennsylvania of said Decedent, that the valuation placed opposite each item of said Inventory represents its fair value as of the date of the Decedent's death, and that Decedent owned no real estate outside of the Commonwealth of Pennsylvania except that which appears in a memorandum at the end of this Inventory. I/We verify that the statements made in this Inventory are true and correct. I/We understand that false statements herein are made subject to the penalties of 18 Pa. C.S. Section 4904 relating to unsworn falsification to authorities. Name of Attorney: Robert L. Knupp, Esqu±re I.D. No.: 07083 Address: 407 N. Front Street Personal Representatj,~e/ Signature: Address: 213 Market Street Harrisburg, PA 17108-1848 Harrisburg, PA 17101 Telephone: 717/238-7151 Telephone: 717/255-2109 Dated: (See continuation page(s) ,:Attach additional sheets if necessary) Description attached) Value Total: 53 . 553 . 56 h.iOTE ihe iviemoranaum of reai es~a[e ou'~£1de d3e Commonweai[h of Pennsylvania may. at the eiec[~on of the personal representative, [pc!ude the vakle of ~.ach i,'.em but such figures should ntt be extended into the total of the !~ventory. Prepared by the Pennsylvania Bar Association Copyright (c) 1996 form software only CPSystems. Inc. Form #RW-7 (1992) Estate of: Date of Death: County: INVENTORY Beulah B. Murphy 01/10/2002 Cumberland CASH: $5,000 PNC Bank Certificate of Deposit #31400212963 Accrued Interest $5,000 PNC Bank Certificate of Deposit #31100212878 Accrued Interest AT&T Residence Service - Refund Bethlehem Steel Pension Cash found in apartment Messiah Village - Refund of Acquisition Fee on Apartment PNC Bank Checking Account #5070099184 - Date of Death Balance Accrued Interest Proceeds from Payoff of Personal Loan - Kathy Derk Proceeds from Payoff of Personal Loan - Joanne T. Cutman Reader's Digest Cancellation Refund of Travelers Remittance Center - Refund of Cancellation of Policy #033169672 Travelers Remittance Center - Refund of Cancellation of Policy #001084859 Verizon - Refund of Overpayment 5,000.00 8.01 5,000.00 8.01 8.98 552.31 82.25 22,375.00 8,013.51 1.45 600.00 2,500.00 2.33 14.66 129.00 0.55 44,296.06 Estate of: Date of Death: County: Beulah B. Murphy 01/10/2002 Cumberland PERSONAL PROPERTY: 1998 Chevy Lumina Sedan 4 Door - Sale Price Household Effects & Jewelry - Appraised Value 6,787.50 2,470.00 9,257.50 TOTAL RECEIPTS OF PRINCIPAL ............... 53,553.56 1~o EX + (6-oo) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE DEPT. 280601 HARRISBURG, pA 17128-0601 REV-1500 INHERITANCE TAX RETURN RESIDENT DECEDENT D I DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL) E i Murphy Beulah B. C ' E D E N T CAPB HpRL EpIO c=AC v~TK "-ES R E C A P I T U L A T I O N C O M P 1' U A T X A T I O N DATE Of DEATH (MM-DD-YEAR) DATE OF BIRTH (MM-DD-YEAR) 01/10/2002 05/18/1912 (IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL) 1. OriginaIReturn ~). SupplementaIReturn 4. Limited Estate 4a. Future lnterest Compromise (date of death after 1Z-12-87) 6. Decedent Died Testate 7. Decedent Maintained a Living Trust .(Attach copy of Will) (Attach copy of Trust) [~9. Litigation Proceeds Received I I SpousaIPoverty 10. Credit (date of death between 12-31-91 and 1-1-95) OFFiCiAL USE ONLY tY- FILE NUMBER 00097-2002 COUNTY CODE YEAR NUMBER SOCIAL SECURITY NUMBER 172-01-8724 THIS RETURN MUST BE FILED IN DUPUCATE VVITH THE REGISTER OF WILLS SOCIAL SECURITY NUMBER (d.ate .of ~ea.tb ~A, 3, Remainder Return prlor~o ~,'-/~-e~) 5. Federal Estate Tax Return Required i 8. Total Number of Safe Deposit Boxes I~ Election to tax under Sec. 9113(A) 1 1. (Attach Sch O) NAME Ruth Ann McMillen FIRM NAM E (If ~plicable) Allfirst Trust Company of PA, NA TELEPHONENUMBER 717/255-2109 COMPLETE MAILING ADDRESS 213 Market Street Harrisburg, PA 17101 1. Real Estate (Schedule A) (1) 2. Stocks and Bonds (Schedule B) (2) 3. Closely Held Corporation, Partnership or (3) Sole-Proprietorship 4. Mortgages & Notes Receivable (Schedule D) (4) 5. Cash, Bank Deposits & Miscellaneous Personal Property (5) (Schedule E) 6. Jointly Owned Property (Schedule F) (6) ~ Separate Billing Requested 7, Inter-Vivos Transfers & Miscellaneous Non-Probate Property (7) (Schedule G or L) 8, Total Gross Assets (total Lines 1-7) 9, Funeral Expenses & Administrative Costs/Schedule H/ (9) 10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I1 (10) 11, Total Deductions Itotal Lines 9 & 10/ 12, Net Value of Estate (Line 8 minus Line 111 13, 14. None Non_e NOne None 53,553.56 None 139,919.20 6,582.73 3,045.75 OFFICIAL USE ONLY (8) 193,472.76 (11) 9,628.48 (12) 183,844.28 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) 183,844.28 SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES 15. Amount of Line 14 taxable at the spousal tax rate, or transfers under Sec. 9116(a)il.2) 16. Amount of Line 14 taxable at lineal rate 17. Amount of Line 14 taxable at sibling rate 18. Amount of Line 14 taxable at collateral rate 19. Tax Due 0.00 X .0 0 (15) 0.00 X .0 45 (16) 0.00 X .12 (17) 183,844.28 x .15 (18). (19) O.00 0.00 0.00 27.576.64 27,576.64 Copyright (c) Z000 form software only The Lackner Group Inc. Form REV- 1500 EX (Rev, 6-00) f Decedenrs Complete Address: STREET ADDRESS 872 Messiah Village CITY Mechanicsbur5 Tax Payments and Credits: 1. Tax Due (Page 1 Line 19) Z. Credits/Payments A. Spousal Poverty Credit El. Prior Payments C. Discount 3. Interest/Penalty if applicable D. Interest E. Penalty STATE PA (1) 20,900.00 1,100.00 Total Credits ( A + B + C ) (2) Total Interest/Penalty ( D + E ) (3) ZIP 17055 27,576.64 4. if Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT. Check box on Page 1 Line Z0 to request a refund (4) 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. (SA) B. Enter the total of Line 5 + SA. This is the BALANCE DUE. (SB) Make Check Payable to: REGISTER OF WILLS, AGENT PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS 1. Did decedent make a transfer and: Yes No ~. retain the use or income of the property transferred; ......................... ~ ~ . retain the right to designate who shall use the property transferred or its income; ........... c. retain a reversionary interest; or .......................... d. receive the promise for life of either payments, benefits or care? ................... Z. If death occurred after December 12, 1982, did decedent transfer property within one year of death without receiving adequate consideration? ................................ I-'-] ~ 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 IT AS PART OF THE RETURN. 22,000.00 0.00 0.00 5,576.64 0.00 5,576.64 Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct and/c,~omplete. Declaration of preparer other than the personal representative is based on all information of which preparer has any knowledge. --SIGNATJd/RJ~OFPEF~'SO'NRESPONSIBLEFORFILINGRETURN. Allfirst Trust Com~an--~ j of PA, NA · J/. ~ ) //~/~/~./f/ '/zJ~ 213 Market Street f V ........................ SIGN~UREOF~REPAREROTHE~TH~R~PR~SENTATIVE ~[[~S~ ~S~ Com~ o~ ~, N~ DATE ~'F~ VICE PRESIDENT 213 Market Street - & TRUST OFFIC~I~ -- -~½~-fJt~-~ ]- -~,~- - -~ib-~ ........................ 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% r72 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 ~oted in 72 P.S. 9~, 16( ! 2) ?2 P.S. The tax rate imposed on the !'~et value of transfers to or for the use of the decedent's siblings is 12% ?2 P.S. 91 ~5{a!(~.3;~. A sibiin9 is Jefi~',ed, u~der Section 9102, as an individual who has at least one parent in common with the decedent, whether by blood or adoption. Copyright (c) 2000 form software only The Lackner Group, Inc. Form REV- 1~00 EX (Rev. 6-00) REV-1508 EX + (1-97) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Beulah B. Murphy SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY SS# 172-01-8724 01/10/2002 FILENUMBER 00097-2002 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 3 4 5 6 7 8 9 10 11 12 13 14 15 DESCRIPTION $5,000 PNC Bank Certificate of Deposit #31400212963 Accrued Interest $5,000 PNC Bank Certificate of Deposit #31100212878 Accrued Interest AT&T Residence Service - Refund Bethlehem Steel Pension Cash found in apartment Messiah Village - Refund of Acquisition Fee on Apartment PNC Bank Checking Account #5070099184 - Date of Death Balance Accrued Interest Proceeds from Payoff of Personal Loan Kathy Derk Proceeds from Payoff of Personal Loan Joanne T. Cutman Reader's Digest Refund of Cancellation Travelers Remittance Center - Refund of Cancellation of Policy #033169672 Travelers Remittance Center - Refund of Cancellation of Policy #001084859 Verizon - Refund of Overpayment 1998 Chevy Lumina Sedan 4 Door Sale Price Household Effects & Jewelry - Appraised Value TOTAL (Also enter on iine 5. Recapi~uiadon) (If more space is needed, insert additional sheets of the same size) VALUE AT DATE Of DEATH 5,000.00 8.01 5,000.00 8.01 8.98 552.31 82.25 22,375.00 8,013.51 1.45 600.00 2,500.00 2.33 14.66 129.00 0.55 6,787.50 2,470.00 $ 53,553.56 Copyright (c) 1996 form software only CPSystems, Inc. Form REV-1508 EX (Rev. 1-97) REV-1510 EX + (1-97) SCHEDULE G INTER-VIVOS TRANSFERS & MISC. NON-PROBATE PROPERTY COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Beulah $. Murphy SS# 172-01-8724 01/10/2002 This schedule must be completed and filed if the answer to any of questions 1 through 4 on page 2 is yes. ITEM NUMBER 1 4 DESCRIPTION OF PROPERTY INCLUDE THE NAME OF THE TRANSFEREE, THEIR RELATIONSHIP TO DECEDENT AND THE DATE OF TRANSFER ATTACH A COPY OF THE DEED FOR REAL ESTATE, Trust A§reement dated August 27, 1981 amended May 19, 2000 and June 20, 2000 between Allfirst Trust Company of PA, NA and Beulah B. Murphy, Settlor. 597.253 shares ARK Fds Blue Chip Equity Portfolio 3,690.715 shares ARK Fds Intermediate Fixed Income Portfolio Accrued Interest ARK Money Market Portfolio Principal Cash as of Date of Death Accrued Interest ARK Money Market Portfolio Income Cash as of Date of Death 3,637.54 shares ARK Fds Short Term Bond Portfolio Accrued Interest 3,786.434 shares ARK Fds US Government Bond Portfolio Accrued Interest 1,214.783 shares ARK Fds Value Equity Portfolio DATE OF DEATH VALUE OF ASSET 10,750.55 36,944.06 49.80 4,828.54 3.40 1,859.23 36,157.15 39.30 37,258.51 50.90 11,977.76 % OF DECD'S INTEREST 7 FILE NUMBER 00097-2002 TOTAL (Also enter on line 7, Recapitulation) $ EXCLUSION TAXABLE VALUE (I F APPLICAB 10,750.55 36,944.06 49.80 4,828.54 3.40 1,859.23 36,157.15 39.30 37,258.51 50.90 11,977.76 (If more space is needed, insert additional sheets of the same raze) 139,919.20 Copyright (c) 1996 form software only CPSystems, Inc. Form REV-1510 EX (Rev. 1-97) EV-lS1~ EX, 0-97) SCHEDULE H COMMONWEALTH OF PENNSYLVANIA FUNERAL EXPENSES & INHERITANCE TAX RETURN ADMINISTRATIVE COSTS RESIDENT DECEDENT ESTATE OF Beulah B. Murphy SS# 172-01-8724 01/10/2002 FILE NUMBER 00097-2002 Debts of decedent must be reported on Schedule I. ITEM NUMBER 1 2 3 3 4 5 DESCRIPTION FUNERAL EXPENSES: Hetrick Funeral Home, Inc. Funeral Expense - Balance Hetrick Funeral Home, Inc. Marker Engraving Joanne T. Cutman - Reimbursement for Funeral Meal due ADMINISTRATIVE COSTS: Personal Representative's Commissions Name of Personal Representative(s) Allfirst Trust Company of PA, NA Social Security Number(s) /EIN Number of Personal Representative(s) 52 - 2206238 Street Address 213 Market Street City Harrisbur~ State PA Zip 17101 Year(s) Commission Paid: Attorney's Fees Robert L. Knupp, Esquire Family Exemption: (If decedent's address is not the same as claimant's, attach explanation) Claimant Street Address City Relationship of Claimant to Decedent Probate Fees Register of Wills Accountant's Fees Tax Return Preparer's Fees Other Administrative Costs AT&T - Utility Expense Cumberland Law Journal Publ ication Hobbie Auctioneers Pennsylvania Power The Patriot News Publication State Zip Cost of Advertising and Proof of Appraisal Fee and Light Company - Utility Expense Company - Cost of Advertising and Proof of Total ~¢ c .... ~n~,=~n Scheduie(=~ TOTAL (Also enter on line 9, Recapitulation) (If more space is needed, insert additional sheets of the same size) AMOUNT 472.50 98.00 146.40 2,500.00 2,500.00 109.00 8.98 75.00 150.00 34.54 223.06 6,582.73 Copyright (c) 1996 form software only CPSystems, Inc. Form REV-1511 EX (Rev. 1-97) Estate of: Beulah B. Murphy Soc Sec #: 172-01-8724 Date of Death: 01/10/2002 Item Description Continuation of Schedule H-B7 (Other Administrative Costs) Amount 6 7 8 Travelers Remittance Center - Insurance Policy #033169672 Travelers Remittance Center - Insurance Policy #001084859 Verizon Telephone Expense 15.66 228.00 21.59 265.25 REV- 1512 EX + (1-97) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Beulah B. Murphy SCHEDULEI DEBTS OF DECEDENT, MORTGAGE LIABILITIES, AND LIENS SS# 172-01-8724 01/10/2002 FILE NUMBER 00097-2002 Includ, ITEM NUMBER 1 2 3 4 5 6 7 unreimbursed medical expenses. DESCRIPTION Allfirst Trust Company of Pennsylvania, N.A. - Trustee's Fee to Date of Death AT&T - Utility Expense Internal Revenue Service - 2001 Personal Income Tax - Balance due Messiah Village - Nursing Home Expense PA Department of Revenue - 2001 Personal Income Tax - Balance du~ Pennsylvania Power and Light Company - Utility Expense PNC Bank Checking Account #5070099184 - Check #2430 $22.46 with .33 Interest withholding (paid after Date of Death) Susquehanna Internal Medicine - Medical Expense Verizon - Telephone Expense TOTAL(Alscenteroniine~O, Recapitulation) $ (If more space is needed, insert additional sheets of the same size) AMOUNT 19.70 8.98 34.00 2,683.95 94.00 38.33 22.79 100.00 44.00 3,045 ~= Copyright (c) 1996 form software only CPSystems, Inc. Form REV-1512 EX (Rev. 1-97) REV-1513 EX + (9-00) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Beulah B. Murphy SS~/ 172-01-8724 NUMBER 2 SCHEDULE J BENEFICIARIES 01/10/2002 NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY TAXABLE DISTRIBUTIONS [include outright spousal distributions, and transfers under Sec. 9116~)(1.Z)] Richard B. Deemer 117 South Charlotte St. Lombard, IL 60148-2607 Joanne T. Cutman 4150 Megoulas Blvd. Harrisburg, PA 17109 Kathryn Derk 29 N. Railroad Street Hummelstown, PA 17036 RELATIONSHIP TO DECEDENT Do Not List Trustee(s) Nephew Niece Grand Niece FILENUMBER 00097-2002 AMOUNT OR SHARE OF ESTATE 25% share of Residue 75% share of Residue Household Effects, Jewelry, Etc. 1,935.00 Household Effects, Jewelry, Etc. 245.00 ENTER DOLLAR AMTS. FOR DISTRIBUTIONS SHOWN ABOVE ON LN. 15 THRU 18, AS APPROPRIATE, ON REV 1500 COVER SHEET NON-TAXABLE DISTRIBUTIONS: A. SPOUSAL DISTRIBUTIONS UNDER SEC. 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS TOTAL OF PART H - EHTER TOTAL hION-TAXABLE DISTRIBUTIONS ON L¢'~E 13 OF REV i500 COVER SHEET [$ 0.00 (If more space is needed, insert additional sheets of the same size) Copyright (c) £000 form software only The Lackner Group, Inc. Form REV-1,~13 EX (Rev. 9-00) Estate of: Beulah B. Murphy Soc Sec #: 172-01-8724 Date of Death: 01/10/2002 Continuation of Schedule J, Part I (Taxable Bequests) Item # Name and Address of Beneficiary Relationship Amount or Share of Estate 4 Kristen Huffer, now by marriage Kristen Gold 418 Orrs Bridge Road Camp Hill, PA 17011 Grand Niece Household Effects, Jewelry, Etc. 290.00 BEULAH B. MURI'HY I, BEULAH B. MURPHY, of Messiah Village, Upper Allen Township, Cumberland County, Pennsylvania, being of sound and disposing mind, hereby make, publish and declare this my Last Will and Testament, hereby revoking and making void all prior Wills and othei' testamentary writings at any time heretofore made by me. FIRST: I direct my Executor, hereinafter named, to pay all of my just debts, funeral and testamentmDr ex'penses as soon as conveniently can be done after my demise. SECOND: I ~ve, devise and bequeath to JOANN T. CUTMAN, and her daughters, YO. THRYN DERK and K.RISTEN HUFFER, their choice of all furnishings, dishes, jewelry, etc. Ail the rest, residue and remainder of my esraze, ~ ' ' or wnmsoever kind and wheresoever situate, shall be liqu/dated and disU-ibuted as follows: Co ,: M~N or me~r issue, cer ~'_;~es. Twen,.~;-iSw ..... ~'~ :'%'~--... serceni ro RiCHi_R_D,w R~. BE.EJv~R or Ns'w2~e'-~ _~vLAZ<"' .~LtvO""' ' no persons other than the ab~;g~gd individual~'shkll ~{'~ any residuary estate. FOURTH: Should there be any property of whatsoever 'k/nd and wheresoever situate which I have the right to dispose of at the time of my death, including but not limited to any special or general power of appointment or both, I hereby appoint the same to my legatees set forth in Paragraph THIRD hereof. FIF ~'D-h All federal, state and other death taxes, payable because of my death, with respect to the property forming my gross estate for tax purposes - wh_ether or not it passes under th.is Will - shall be paid out of the principal of my general estate as if they were my debts, so that the fall burden of such taxes shall fall upon my residuary, estate passing under Para~aph FOU-RTH hereof, and no part of such taxes shall be c~harged agaimq ~y beneficiary. ,M1 such taxes on present or future interests shall be paid at such time or times as my Executor or my Tx-as'tee may think proper, regardie~s of whether such taxes are then due. SEY[TH: i nominate, constk~e and appoint ALLFIRST BANX. formeriy known DAUP~-~ DEPOSIT BANK 'A_ND TRUST COM3AN~, HanSsb~g, Penn~tvania; Guardian of Guardian frmlt have ~e a~daor:~on to use principal md ~come ~%r ~e benet~ of an;; such person.. K_N-UPP, KODAK & IMBLUM, P.C., of Harrisburg, Pennsylvania, as attorneys to assist in administration and settlement of my affairs after death, they being acquainted with my affairs. EIGHTH: I nominate, constitute and appoint ALLFIRST B.~NK, fonmerly known as DAUPHIN DEPOSIT BANK AND TRUST, Harrisburg, Pennsylvania, as Executor of this my Last Will and Testament and direct that no bond shall be required. IN WITNESS WHEREOF, I have to this my Last Wilt and Testament, typewritten on three (3) pages of paper, set my hand an seal at the end thereof this .-j.?fday of ~ 1999. BEULAH B. MURPHY SIGNED, SEALED, PU'BLIS~D and DECLARED by the above-named Testatrix, BEULAH B. Nfi.IRPHY, :,s and for her Last Will and Testament in the presence of ms who, at her request, . being pres e same time, have hereunto set our hands as witnesses. (SEAL) COMMONWEALTH OF PENNSYLVANIA : :SS: COUNTY OF CU1VIBERLAND : I, BEUL.~ B. MURPHY, Testatrix whose name is signed to the at*ached 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 Testament; that I signed it willingly; and that 'I signed it a~ my free and voluntary act for the purposes therein expressed. BEULAH B. MURPHY SwOrn to _and subscribed before = Notary Public My Commission Expires: | F.mn. cas.A, rh~_ ~, No~_ ~.~i¢ I marrisour9, Dauphin C~ur~ COMMONWEALTH OF PENNSYLVANIA : :SS: COUNTY OF CUMBERL~ · the witnesses whose names are signed to the attached or foregoing instn~ent, being duly qualified according to law, do depose and say that we were present and saw BEULAH B. MURPHy_, Testat/x, sign and execute the immJ. ment as her Last Will md Testament; th2t she signed willi~gty and ~tie, at she executed ~.t as her flee and voiunr2~-y act for the pm-poses therein expressed; that each of ~ in the hem-Lng and si~t of t~e Testatrix signed the'Will as w~mess, and that to the best of our knowledge, the Testatrix w~...~? time 18 or more years of a~e, of sound mind . . and under no constraint or undue ~uefi' .ce.r'/.-2 - before me this~qfl'day 0~999./ Notary Public - -;: ~. ~ '" "- '- "' :' ...... · .% ......~%EAS, .B~H B. 5KIR3_=-f, en_=ered i~to a Revocable Living Trust Agreement with DAUPHIN DEPC$iT BA~N-K A/~D TRUST COM3-.~Y_, on August 27, 198!; and W~.R~-~, ~iRST, has acq-aired the said DAUPHIN DEPOSIT BA~rK ~=ND _.~RUST CO~3.%~Vf and is acting an succesxor T.~stee; znd W~EREAS, the Settlor desires =o amend the previous Revocable Living Trust Agreemen= ~nd to place her D=mendment in writing and to. have this docume.n~ executed by her as a~en~ment to.the ~evccable Living T~ast A~reement~ ~'0W ~I~FOP~, ~ke said Agreemen= is amended as fciicws: (3) cf Zhe original document be daieted. SECOND: Upon the death of the Settlor the then remaining principal and all unexpended income she!! be divided among the following named individuals in the following amounts: Seventy-Five (75%) percent to M-rs. David J. (Joanne T.) Cutman or her husband of Earrisburg, Pennsylvania, and Twenty-five (25%i percent to Mr. Richard B. Beemer or his wife of Lombard, Illinois. In the event that one of these individuals should predecease the Settlor, the deceased individual's share shall be divided among their issue per stirPes. In the event t~a~ both named individuals, or their issue predeceases the Settlor, then the disposition made pursuant .to. ~his .pa~_a._graph shall cease a_nd determine ar_d the unexmanded sums ~{ =~- shall be Cu-~ed over by the Trustee, to ~-he authorized Executor appointed under the Last Will -and Testament cf the Settlor. iN WITIYESS WFIEP~EOF, Settlor has set her h~nd ~nd==-~a!, the day a~.d ~-ate first written above, ~ud =he Trustee has executed ~his D~endment ~ud caused its corporate.Sea! ~c be affixed hereto. Wig?ESS: ATTEST: COMMONWEALTH OF PENNSYLVANIA COUNTY OF~_~~~___~ thL~, the c~ -day of ~r..~-' ~ 2000, before me a Notary Public, the undersigned Officer, personally appeared BEULAH B. MURPHY, known t~ me {or satisfactorily proven) to be the person whose name is subscribed m the within instrument, and actcnowledged that she executed the same for the purposes therein contained. In witness whereof, I hereunto set my hand and official seat. Nora ~j' Public W~%S, B~u-LA~- B. ~_u'y_, en=ered i~-=o a .~evccab!e Livinc T~ast Agreemen= with DAUPEiN DEPOSIT B/~%IK Au~s~ 27, !981; W~---T. ED~S, ~LFi_RST, k== ac~airad the said DAL.-~EiSI DE-~CSiT B~YK .~2~-D %.?.UST CDMPD2?v ~-~.d is acting as successcr Trus~.ee; ~nd ~, =he Set=!cr desires ~o amend zhe urev:cus Revcc-able L_v_ng T-~.lst Acr=-emen= ~= ~o place her ~=endmenu in ' ~-: ~= and have ~als dccumen~ ~=~u~=~ by her ~s ~ ~=~endmen~ ~c ~'~: ~3) cf =he orzg~n=! accumen~ ~e de!e=ed. SECOND: Upon ~he death of the Settlor the then remaining principal and all unexpended income shall be divided e.c~al!y among tke following named individuals: Mrs. David (Joan_ne T.) Cutman of Harrisburg, Pe~sy!vania, and Mm. Richard B. Beemer of Lombard, Illinois. I~ the event that one of these individuals should predecease the Se==!or, the o=her individuals shall receive the entire share. In the event =ha~ bc=h named individuals predecease the Set=ior, then =he dispcsi=ion made p~suan~ to this paragr, aph shall cease and determine a_nd the u_ne.~rpended sums, if any, shall be turned over by the T-~as=ee, the authorized Execu=or appointed under the Last Will and Tes~amen= of =he Set'.!or. r~ Wi%~SS ~KEOF, Set~lor has set her h~nd mud sea! the da~- and ~_c_ fir-t written ~ova, ~d ,:~e T~stee has =hJ.s 2~endmen~ and caused i=s co.orate seal .=o be hereto. Wi'~-~.-ES S: SAME FOR ~ I~LPO~ ~ CORT_~NED. REVOCABLE LIVING TRUST AGREEMENT AGREEMENT, made this ~'~day of ~~ , 1981, THiS by and between BEULAH B. MURPHY of Susquehanna Township, Dauphin County, Pennsylvan.ia (hereinafter called the "Settlor") , and DAUPHIN DEPOSIT BANK AND TRUST COMPANY of Harrisburg, Dauphin County, Pennsylvania (hereinafter called the "Trustee"), WITNESSETH : WHEREAS, the Settlor desires to create a trust of the property hereinafater specified for the purposes hereinafter set forth; and WHEREAS, Settlor has contemporaneously with the signing this Agreement transfsrred to the Tru~etee all of the property d~=cribed ..... in Schedule "~", attached hereto and made a part 'ne~=o~-~ and incorporated herein by reference as if set forth fui!y~ completely, verbatim and at length; and W~EREAS~ the Settlor, in consideration of the sum of One Dollar ~$i~00l to her in hand paid~ the receipt of which is hereby acknowledged? h~s sold, transferred? assigned an~ ~at over unto the Trustee all of her right~ ti~!e and 'interest in the said property referred in Schedule "A~, attached hereto and made a part hereof~ ~ ...... ~-~--~ ~ consideration cz uno premises ant or the r..u~ua! rcvensnn~ hsreir ccntaine.!~ the Set~lc~ hereby establishes in the aforesa~~ Schedule ~'~ tocether with al~ other proDertv~ reai~ uersona'~ ~,~ mixed~ which may :.e added to the Trust~ with the life insurance in which the Trustee is named as policies of beneficiary (said property, additions an8 proceeds hereinafter being referred to as the Trust res) to be held by the Trustee IN TRUST, NEVERTHELESS, for the following uses and purposes: DISPOSITIVEPROViSIONS DURING LIFE FIRST: During the lifetime of the Settlor: A. The Trustee shall hold, manage, invest and reinvest the Trust estate (res), collect the income and pay over the net income to the Settlor in such periodic installments as the Trustee shall find convenient, but at least as often as quarter-annually. B. The Trustee may apply the ne= income cf :his Trust for the support of the Settlor should she, by reason of age, illness or any other cause, in the opinion of the Trustee~ be incapable of disbursing said income and the Trustee is further authorized to exmend cr to apply from the principal of this time, ~hink advisazls +e maintain accustomed ab the ~ime cf the creation of this Trust and tc nave suc~ au~hor2~y, fur:nar. Jur2ng any ri!ness or emergency wh2ch may hereinafter occur. C~ Fur~hermcre~ :he Trus=ee snail pay sc much sf :he princimal of the Trust~ up ts the entire amount of the writing, PROVISIONS AT DEATH SECOND: U.Don the death of the Settlor the then-remaining : .;::qi. principal and all unexpended income shall be divided equally among '' the following class of named individuals, or the members of the class who survive the Settlor: .Mrs. William (Dorothy M.) Shull of Hazleton, Pennsylvania; Mrs. John W. (Betty S.) Unger of New Port Richey, Florida; Mr. William R. Shull of R.D. 92, Drums, Pennsylvania; Mrs. David J. (Joanna T.) Cutman of Harrisburg, Pennsylvania; Mr. Chester A. Boomer, Jr. of Harrisburg, Pennsylvania; Mrs. Arthur (Doris B.) - Guelcher of York Haven, Pennsylvania; Mr. Chester A. Boomer, 3rd of Muncie, Indiana; and Mr. Richard B. Boomer of Lombard, Illinois. It is the intention of the Settlor that no persons other than the above-named individuals shall receive any share of the remaining Trust principal and THIRD: During the time that the Trustee has any active role with respect to the preservation of the Trust res, the principal and Income thereof shall be preserved from any attachment, anticipation, assignment, pledge or obligation of the Settlor or of ~ny beneficiary an~ further~ shall not be ~ubject ~o any execution; garnishment voluntary ~r involuntary alienation or c~her legal process. may DaY, in whole or 4~ oa~ any or all of the fci!owin~ items: ccs~ cf an appropriate ~rs';emar~er? Se~!~r's 5a~ts, inscme ~axes- ,-;?.. death taxes on any and all property included in Settlor's gross estate for tax purposes; and all other items in connection with the settlement of her estate. Such items as have been referred to may be paid directly by the Trustee, or the funds for their payment may be transferred by the Trustee to the Settlor's Executor or Administrator upon request; neither such Executor nor Administrator nor any beneficiary of Settlor's estate shall be required to reimburse Trustee for any funds so paid or transferred under this clause. All death taxes on present or future interests shall be paid at such time or times as the Trustee may find advan=ageous and feel proper, regardless of whether the taxes ~re then due, provided that any postponed taxes on future interests shall be charged against any particular share with respect to which the taxes are imposed, if the same is applicable hereto. FIFTH: During the adminstration and continuance of the foregoing Trust the TruStee shall Possess, among ot~r things, the following powers in addition to those given by law, exercisable in all events for the best interests of the Settlor and applicable to all propertv~ whether held == principal or income~ exercisable in all cases --~ ~=~.o-t Couch approval and effective until the actual To retain any propert-£ cr inveztments which SeUtior has herein transferred and conveyed in Trust~ including its own stock Qr sic. ch cf its regard to any principal of czvers~rccauion Ts fis=rib~,~= the rsmaznfer cf the corpus · 'Trustee's discretion, the size of the account has become too small to be practical or economical to continue with administration hereunder. To ~ary investments when deemed desirable by the Trustee, and to invest in such boDds, stocks, notes, real estate, mortgages or other securities, or in such other property, real or personal, as it may deem wise, 'without being restricted to so-called "legal investments", and without being limited by any statute or rule of law regarding investments by fiduciar- 1eeo To sell at public or private sale, and upon such terms and conditions as the Trustee may deem advantageous, any or all real or personal estate or interest therein owned by the Trust, severally or in connec=ion with other persons~ to consummate such sale or sales by sufficient deeds or other instruments to the purchaser or purchasers, conv~ying a fee simple title, free and clear of all Trusts and without or liability of the purchaser or purchasers to see the application of the purchase monel3 er to maka inquiry into the vaiiditv of said sale or options or o'ther writings which may be neces- sary or de=~bi= in car~v~nc cut any; cf the powers conferred upon the Trustee in this para- graph or elsewhere in this instrument. In the discretion of the Trustee to unite with other owners of similar p~operty in carrying out any plans for the reorganization of any corporation or company ~hose securities form a part of the Trust assets. To allocate receipts, and expenses to principal or income or partly to each as it, the Trustee, from time to time, thinks proper in its sole discretion. To place and carry any asset of the Trust in the name of a nominee. To assign and to hold in the Trust an undivided portion of any asset. To lend or purchase from Settlor'$ Executor7 evsn though Trustee is aisc said Executor~ and to borrow mone? from any source, including the commercial banking deD=~m=nt to pay interest on any loan and to D~c= Trust assets as collateral Tc hcl~ property in the name cf :he Seat!er cr --- ~= name fiduciary capacity or in the name of a nominee. To make any division of ~the principal of the Trust assets or any distribution, of the assets partly or wholly in kind. If such division or distribution is made in kind, said assets' are required to be divided and'distributed at their respective values on the date or dates of their respective division or distribution. Le To pay all costs, taxes, expenses, compensa- tion and charges in connection with the admini- stration and termination of the Trust. To do all other acts in its judgment deemed necessary or desirable for the proper and advantageous management, investment and ~i.3- tribution of the Trust assets. To mortgage real estate, and to make leases of real estate~ extending beyond the terms of the Trust hereunder. ~. Tc compromise any claim or controversy. -~ its services performed hereunder ~m acco~=m~= ..- ~ schedu~= in e==ec~ when the services are rendered. FiXT5: As regaris any insurance policies which may be a pornicn of the res of this Trust, the Settlor shall have the ras~c~slhili~i cf paying all Premiums on the policies ef insurance ~Us~ec~ =c =h:s Trust Agreement. The Trustee is not obligated ts :~`:~-%.>~-*.~:;~.;;<::~;.:.k~:;,~`~...:;z;~-<;~.~;~;.;``.~.~:~;`~ ;:.::':;,'.':l.~.*:::.;.:;-;;.'z? ~ '._. '1-1* ::. 7_:-: '-:' ' . ' "'2'.. '."- ".:2 ::'" ".;'.':; :'"'-:" ' ::'~;:'*': :- :-"?::<;-l: ::'>::7; :1. c:.. ..: t,.'. :;;f-Z::'k:$::;.'.;::':c::::';St:%'.:";d-:-:';':</:-?-:;;;';:>'S:-':k:"': -L '-;; - '?'"' ' "' ' ¢'-" ..... '"-'":' ':--": .... (:':' . '::' ;:.!i~.'!:: %~ . ,.,¢, . '-:':~i:';:;' ':;ii;;?i!¢¢?:".:'i} P y any premium or assessment upon any policies of insurance held ' · :..'.,c':;~[!'.;:. by it. or to keep itself informed respecting the payment of premiums. The Trustee's responsibility with respect to any policies of insurance held by it during the lifetime of the Settlor, unless otherwise agreed to in writing between Trustee and Settlor, shall be limited to safekeeping of the policies of insurance. Ail rights of ownership of insurance policies held by the Trustee in safekeeping for the Settlor, including the right to borrow, pledge or encumber, shall remain exclusively with the Settlor unless otherwise provided for in writing. SEVENTH: Trustee may at any time, and from time to time, receive from Settlor or any other person money, investments or other property as additions to the principal of this Trust¢ and all such additions shall be held on the same terms of trust and subject tc all the provisions of this Zndenture as though they had originally constituted a part of the said Trust. EIGHT: The situs of this Trust for administration and accounting purposes shall be the County cf Dauphin and the Commonwealth ........ z~'= .... and andy ~uestions Pertainin~ to the =o~scruc:iDn ~nd the -7aiidi:v of the provisions of this instrument Shell be governed Dy uhe laws of the Commonwealth of Pennsylvania. :ne ~a? and vest first ebc7~ ...... ==cae has e~ecuted this. instrument and caused its corporate seal to be affixed hereto. WITNESS: B~uL~ B. MUSHY, S~T~ DAUPHIN DEPOSIT BANK AND T~.T~UST COY~PANY A~isfc:ni V~c.~ Presldenf and Trust Ofhc~ · """~ ~--.~'~-'.~7¢ ~i?"'.';? ...'=-%,: .-""'"-"~'-~ %,- ~'~'; ~":':~% '_.-'~'L %~ :'" '--"-'-":-':' "~.-"_'-.-'~'-"-'.:'-'"-_ '-~: ~':':"."-::~?'-'"~.'::-':'?>"'~"-': .'-?~.---~ :,:-;:-,:.'----:.-:--:-'-.-:-.'.-_-' :::,-'_?;a:_: ~~¢_.'F,~., ,~. ~... ..... - ?~.. '- ~-z ,:7. -:. . ' . --. .' - ~-'-':',-~ ~ ' ' ' ~Of.~' OF DAUPhiN ...... said State and County, the undersigned officer, personally appeared BEULAH B. MURPHY, known to me, or satisfactorily proven, to be the person whose name is subscribed to the within instrument, and acknowledged that she executed the same leu the put_pose therein contained. seal. IN WITNESS WHEREOF, I have hereunto set my hand and notarial Notary Public in and for said Stye and County, the undersigned -: ~istant Vlc~ ~s~dent a.d Tr~ Offic~ acknowledged himself ~o be the of DAUPHIN DEPOSIT .:- BANK AND TRUST COMPANY, a corporation, and that he as such :" A~cn~V;ceP~e~;d~n~cndT~O~ , being authorized to do so, executed the foregoing instrument for the purpose therein contained by signing the A~istont V~c~ Pre~dent and T~st Of[~s~ IN WITNESS WHEREOF, I have 'hereunto set my hand and notarial seal. (SEAL) ,' REV-41L~ EX+ ii.92) ~ COMMONWEALTH OF pENNSYLVANIA DEPARTMENT OF REVENUE INHERITANCE TAX DIVISION DEPT. 2~0601 HARRISBURG, PA 1712EI.0601 SAFE DEPOSIT BOX INVENTORY Please Print or Type MUST BE COMPLETED BY REPRESENTATIVE OF FINANCIAL INSTITUTION WHERE SAFE DEPOSIT BOX IS LOCATED AND RETURNED TO ABOVE ADDRESS ADDRESS OF DECED~ENT (~TREET) , (CITY) jNAME AND ADDRESS OF PERSON REQUESTING THE OPENING OF THE ~AFE DEPOSIT BOX (NAME) ~ ~ (STREET ADDRESS) (CITY) NAME, ADDRESS AND RELATIONSHIP (IF ANY) TO DECEDENT, OF PERSON(S) PRESENT AT THE BOX OPENING SECURITY OR DEATH CErTiFICATE NUMBER DATE OF' DEATH (TE) (ZiP CODE) (STATE) (ZIP CODE) a. (NA~E) (STREET ADDRESSJ (RELATIONSHIP) (CITY) (STATE) (ZIP CODE) b. (NAME) JRELATIONSHIP} (STREET ADDRESS) '{CITY) (STATE) (ZiP CODE) c. (NAME) (RELATIONSHIP) (STREET ADDRESS) (CITY) (STATE) (ZIP CODE) ~'~ NAME AND ADDRESS OF FINANCIAL INSTITUTION WHERE THE SAFE DEPOSIT BOX IS LOCATED (NAME) ~ (CITY) (ZIP CODE) [] NAME OF PEP~,~ON MAKING LAST ENTRY ~ DATE AND TIME OF LAST ENTRY ~ NAME AND ADDRESS OF P~RSONIS} HAVING ACCESS TO BOX (ST,~ ..ET ADDRESS) (CITY) (STATE) CODE) !STATE) (ZIP CODEI iSTREET ADDRESS} (CITY) (STATE1 (ZiP Page __ of __ SAFE DEPOSIT BOX INVENIORY h' iSTRUCTIONS (1) Cash: Report total only. (2) Stocks: List in detail every common or preferred certificate, warrant or other rights found in box. Stocks are to be designated by name of company, certificate number, date of certificate, name in which stock is registered, and number of shares and class of stock. (3) Obligations of U. S. Government: Number of items, date of issue, face value, names in which registered and type of ownership, i.e., jointly held, payable on death, etc. (4) Bonds: Designate by name, amount, serial number, or other designation. (Bearer Bonds) (5) Bank and Savings and Loan Passbooks: State name of depositor, number of book, last date appearing in book, name of bank and branch, and balance. (6) Jewelry, Coins, Stamps, Manuscripts, etc: List and describe as fully as possible. (7) Deeds, Mortgages, Current Insurance Policies or other evidences of indebtedness: List and describe as fully as possible. (8) All other contents. ITEM ITEM DI~SCRIPTION NO. ~ C':RT!~Y UNDE~ PENALTY OF PERJgRY THAT TH--' ABOV~ ~ECORg 15 J ~5ON R~CEJViNG COPY OF CORRECT AND CO~PL~T~ TO TH~ B~ST O~ MY KNOWL~DG~ AND B~L]~F.~ 5A~ DEPOSIT B~ JNV~TO~Y: SIGNATURE February 13, 2002 /SCP Allfirst Trust 213 Market Street Harrisburg PA 17101-2127 'RE: Estate of Beulah B Muprhy, Deceased SSN: 172-01-8724 DOD: 01/10/2002 Dear: Sir or Madam: In response to your request ~br Date of Death balances for the customer noted above, our records show the following. CERTIFICATE OF DEPOSIT #31400212963 BEULAH B MURPHY DOD Balance:S5.000.00 + $8.01 accrued interest Established 07/27/t 995 ~,t100.128/o BEULAH B MUP, PH'f DOD Balance: $5,000.00 + $8.01 accrued interest Established 07/27,,"! 995 CHEC}CING ACCOX.TNT #5070099184 Established 02/i ?'1990 (!K~s, CDs, Checking and SaYh~gs accounts). We do not process any f'mancial transactions or provide statements, if you need assistance with any of ~hese items. ple-~se call t-888-PNC-BANK (1-§88-762-2265) or stop by your ~oe~l PNC Bank 7 Sincerely, Marian Donnelly 1-800-762-1775 P7-PFSC-04-F 500 First Avenue Pittsburgh, PA 15219 APPRAISAL--REPORT HOBBLE AUCTIONEERS' William W: Hobble AU 2591L Reply to: 901 N. 2nd Street Harrisburg, PA 17102 (717) 233-0115 8 N. Market Street Duncar~non, PA 17020 (717) 834.5655 2/5/2 Ruth Ann McMillen Asst. Vice President Trust Officer Allfirst Bank P.O. Box 2961 Harrisburg, PA 17105 - 9968 Dear Ms. McMiilen: As per your request, on January 29, 2002, i did inspect items of the estate cf Beulah B. Murphy located at 872 Messiah Village, Mechanicsburg, P_A ................. Having been an auctioneer for over 14 years and an antique dealer for over 20 years, it is my opinion that the value for estate evaluation purposes of the aforementioned items is as follows: Kitchen - Top shelves: Lunch set, service for 8 with teapot and sugar & creamer ...... $75.00 Two ,,i*,~-~ white case giass ' ..$40.00 Roseviiie candi.esticks ............................ ~. .......................................... $50.00 Roseville small vase .......................................................................... $,~0.0u Balance of items incJuding damaged carnivai 9tass, newer china fincomptete), deartuncheon ~' , . =~o~ age and books...~.~",~ ~, Bottom sheives: Usuai pots and pa~s a~d storage .................................... $30.00 Counter: Samsung microwave ..................................................................... $20.00 Kitchenaid blender ............................................................................ $I0.00 White table, ~/o chairs, and con~en~s .......................................................... $1500 4 Japanese "Gorham" bird taus ~ statues ................................................. $40.00 Baiance of items in room ................................................................ , ...... $5.00 "*~ ~*=~ Food, cushions, shoes, stora~= ~ ~. ~r,x=, $_~_ Ha!i - Den - Needlepoint footstool ........................................................ i ......................... $10.00 China closet ................................................................................................ $90.00 Contents: Hamilton open face watch ............. . ............................................. $50.00 Silver type buckle ...................... ~ ........................................................ $10.00 Teapot, statue, blown glass, otc ........................................................ $10.00 Anniversary clock .............................................................................. $75.00 5 misc. pieces china .......................................................................... $20.00 Souvenir box and bear, 8 misc. statues, 4 "collectable" bird figures .$25.00 Older Westclock ................................................................................. $20.00 Iron lion bank ...................................................................................... $25.00 Collector plate, flowers in dome, cardinal music box (Japan) ............. $30.00 Newer plate, box, glass, misc ............................................................. $10.00 Brass floor lamp ...... : ..................................................................................... $15.00 Set books ...................................................................................................... $10.00 "Carpenter's art" table .................................................................................... $75.00 Three stuffed animals .................................................................................... $10.00 Pair end tables ............................................................................................... $50.00 Glass and brass table .................................................................................... $25.00 5 misc. decorative items ................................................................................. $25.00 Pair crystal lamps ........................................................................................... $80.00 Books, misc .................................................................................................... $5.00 Kneehole desk, teather top ............................................................................. $75.00 Contents: Personal, stationew, usual storage ................................................ $-0- Top: Lamp, desk accessories ......................................................................... $25.00 Queen Anne style chair .................................................................................. $20.00 Balance of items in room ................................................................................ $5.00 Needlepoint picture, ~ small silhouette needlepoints .................................. $20.00 Closet: Clothes ................................................................................................ $-0- RCA 'Pr .............................................................. ; ............................................. $50.00 ~/table ............................................................ .' ............................................... $40.00 Contents: tapes and misc ................................................................................. $i5.00 Sewing machine ................................ : .............................................................. $10.00 Sony radio and disk piayer ............................................................................... $10.0C 2 upholstered chairs .......................................................................................... Dresser ............................................................................................................. $20.00 Top: Lamp, books, clock, stuffed bunnies ........................................................ $20.00 Smaii chest ....................................................................................................... $20.00 Contents personal storage ................................................................................ S-O- Walking aid with basket .................................................................... Brass is, mD. *'~ ' u,oset; Books: incomplete pro~ec~s ................................................................... $500 Needieaoint ecuisment. 3 boxes oersonal storage file case ......$2000 4 flames, (one lace work) .............................................................................. $20.00 Balance of items in room ............................................................................... $10.00 Bedroom #1 -3 piece faux wood bed set with mirror ........................................................... $50.00 Clothes, storage and personal ..................................................................... i.$-0- Re,seville flower container .............................................................................. $60.00 Misc. jewelry ................................................................................................... $50.00 Diamond ring .................................................................................................. $250..00 Pale amethyst ring .......................................................................................... $50.00 Seven small boxes costume jewelry, Sorority pin & Heshe necklace ............. $70.00 Silver and turquoise necklace and misc. jewelry ........................................... $10.00 Box with 4 cameo pieces, opal ring, amethyst pendant, 4 diamond ring, walrus scrimshaw .................................................................................. $150.00 Box costume jewelry ........................................................................................ $10.00 Top of dresser: lamp, personal, clocks, misc .................................................... $10.00 Folding chair .................................................................................................... $10.00 'West Branch" cedar chest .............................................................................. $75.00 Contents: Lace, linen, personal storage, blankets ........................................... $30.00 Closet: wicker chaidhamper with storage ......................................................... $20.00 Clothes ................................................................................................... $-0- Upholstered chair ................................................................................... $5.00 Two needlepoint pictures ............................................ ~ .......................... $40.00 Balance of items in room ................................................................................... $5.00 Bath - Toitet paper stand .............................................................................................. $10.00 Linens and towels .............................................................................................. $5.00 Balance perscnat and supplies .......................................................................... $-0- TOTAL $2470.00 Hopin9 thst this appraisal wi]i be of use to you; i ask that you phone my off'ice if you have any questions. 1 thank you for ie~in~ me,be of se~'ice ~n th~ ma~er. Sincerely.., :' ~ . ,:, /? :,/, ,.~ ,.~ 0 © C} CD CiD 0 CD CD CD CO CD co 0 ~.o > cc r~ 0 ~J 4~ 0 CZ:) co O~ · .~ 0 ~ :> ,3 ALLFIRST TRUST COMt'ANY OF PENNSYVANIA, NA TRUSTEE UNDER AGREEMENT BEULAH B. MURPHY DATE OF DEATH 01/10/02 PRINCIPAL: Cash ARK Money Market Portfolio Accrued Interest 3,690.7150 Units ARK Funds Intermediate Fixed Income Portfolio Accrued Interest 37/37.5400 'U~ts ARK Funds Short Term Pert folio Accrued Interest 3,786.4340 Units ARK Funds U.S. Government Bond Portfolio Accrued Interest 597.2530 Un/ts Ark Funds Blue Ch/p Equity, Ponfol/o 1 ,~. 1-,., $.~ 0 Un/ts A_?Z-I Fvmds ¥'a2u~ Equ~ Portfolio $ 4,828.54 3.40 36,944.06 49.80 36,157.15 39.30 37,258.51 50.90 10,750.55 ,977.76 INCOME: Less: Trustee's fee to Date of Dea~ (19.70'~ $!39.899,50 BUREAU OF ZNDZVTDUAL TAXES /NHERXTAHCE TAX D/VXS/ON DEPT. 180601 HARRISBURG; PA 17118-0601 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX REV-1S47 EX &FP (01-02) RUTH ANN MCMILLEN ALLFIRST TR CO OF PA 215 MARKET ST HBG ~A 17101 DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY ACN lO-lq-ZOOZ MURPHY 01-10-2002 21 02-0097 CUMBERLAND 101 Amoun+ Rom i'l:tod BEULAH B MAKE CHECK PAYABLE AND REMZT PAYMENT TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17015 CUT ALONG THIS LTNE ~ RETAZN LOWER PORTTON FOR YOUR RECORDS ~ REV-1547 EX AFP [01-02) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCT/ONS AND ASSESSMENT OF TAX ESTATE OF MURPHY BEULAH B FILE NO. 21 02-0097 ACN 101 DATE 10-1q-2002 TAX RETURN WAS: (X) ACCEPTED AS FILED ( ) CHANGED RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. Real Estate (Schedule A) (1) 2. Stocks and Bonds (Schedule B) (2) $. Closely Hold Stock/Partnership Interest (Schedule C) (3) q. Mortgages/Notes Receivable (Schedule D) (q) $. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 6. Jointly Owned Property (Schedule F) (6) 7. Transfers (Schedule g) (7) 8. Total Assets APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Exponsos/Adm. Costs/Misc. Expenses (Schedule H) (9) 10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 11. Total Deductions 12. Not Value of Tax Return 53/553.56 .00 .00 NOTE: To insure proper .00 credit to your account, .00 submit tho upper portion .00 of this form with your tax payment. 6,582.75 SaOqS.75 (11) 9,fi28-48 (12) 185,8qq.28 15. 14. NOTE: reflect figures that include the total of ALL returns assessed to date. ASSESSMENT OF TAX: 15. Amount of Line lq at Spousal rate (15) .00 X O0 = 16. Amount of Line 14 taxable at Lineal/Class A rate (16) .00 X Oq5 = 17. Amount of Line 14 at Sibling rate (17) .00 X 12 = 18. Amount of Line lq taxable at Collateral/Class B rate (18) 185,8qq.28 X 15 = 19. Principal Tax Duo (19)= TAX CREDITS: PAYMENT RECEIPT D/SCOUNT DATE NUMBER INTEREST/PEN PAID (-) 0q-05-2002 CD001055 1,100.00 09-0~-2002 CD001586 .00 AMOUNT PAID 20,900.00 5,576.6q Charitable/governmental Bequests; Non-elected 9115 Trusts (Schedule J) (13) Not Value of Estate Sub3oct to Tax (14) 18~,8i~.28 If an assessment uas issued previously, lines 14, 15 and/or 16, 17, 18 and 19 ui11 .00 .00 .00 .00 27,576.6q 27,576.6q IF PAID AFTER DATE INDICATED~ SEE REVERSE FOR CALCULATION OF ADDZT/ONAL INTEREST. TOTAL TAX CREDIT ] 27,576.6q BALANCE OF TAX DUEI .00 INTEREST AND PEN. I .00 TOTAL DUE { · O0 ( ZF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED. ZF TOTAL DUE TS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.) 159a919.20 (8) 195,q72.76 RESERVATION: PURPOSE OF NOTICE: PAYHENT: REFUND (CR): OBJECTIONS: ADNZN- ISTRATIVE CORRECTIONS: DISCOUNT: PENALTY: INTEREST: Estates of decedents dying on or before December 1Z, 1982 -- if any future interest in the estate is transferred in possession or enjoyment to Class S (collateral) beneficiaries of the decedent after the expiration of any estate for life or for years, the Commonwealth hereby expressly reserves the right to appraise and assess transfer Inheritance Taxes at the lawful Class B (collateral) rate on any such futura interest. To fulfill the requirements of Section 2160 of the Inheritance and Estate Tax Act, Act ZS of ZOO0. (72 P.S. Section 9160). Detach the tap portion of this Notice and submit aith your payment to the Register of Nills printed on the reverse side. --Make check or monay order payable to: REGISTER OF #ILLS, AGENT A refund of a tax credit, which was not requested on the Tax Return, may be requested by completing an "Application for Refund of Pennsylvania Inheritance and Estate Tax" (REV-iSIS). Applications ara available at the Office of the Register of Hills, any of the 23 Revenue District Offices, or by calling the special Z~-hour answering service for fores ordering: 1-80D-362-2050; services for taxpayers with special hearing and / or speaking needs: 1-BO0-~7-SOZO (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 shown on this Notice must object within sixty (60) days of receipt of this Notice by: --written protest to the PA Department of Revenue, Board of Appeals, Dept. 2BIOZ1, Harrisburg, PA 17128-1021, --election to have the matter determined at audit of the account of the personal representative, OR --appeal to the Orphans' Court. OR Factual errors discovered on this assessment should ba addressed in writing to: PA Department of Revenue, Bureau of Individual Taxes, ATTN: Post Assessment Review Unit, Dept. 280601, Harrisburg, PA 171lB-0601 Phone (717) 787-6505. See page 5 of the booklet "Instructions far Inheritance Tax Return for a Resident Decedent" (REV-1501) for an explanation of administratively correctable errors. If any tax due is paid within three {S) calendar months after the dacadant's death, a five percent (52) discount of the tax paid is allowed. The 152 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 tiaa 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 (9) months and one (1) day from the date of death, to the date of payment. Taxes ahich became delinquent before January 1, 1952 bear interest at the rate of six (62) percent per annum calculated at a daily rate of .00016~. All taxes which became delinquent on and after January 1, 1982 .111 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 ZOOT are: Year Interest Rate Daily Interest Factor Year Interest Rate Daily Interest Factor 1982 207. · 000568 1992 92 . 0002~7 1982 162 .000~$8 1993-199~i* 72 .000192 198~ 112 . 000301 1995-1998 97. . 0002~7 1985 1SI .000356 1999 72 .000192 1986 lOT · 000Z7~ ZOO0 82 . 000219 1987 97. · 000267 ZOO1 92 . 000267 1988-1991 112 .OOOS01 2002 6Z .000164 --Interest is calculated as follows: INTEREST = BALANCE OF TAX UNPAID X NUHBER OF DAYS DBLIN{~UENT X DALLY INTEREST FACTOR --Any Notice issued after the tax becomes delinquent will reflect an lntarast calculation to fifteen (15) days beyond the date of the assessment. If payment ls made after the interest computation date shown an the Notice, additional interest must be calculated. RELEASE AND REFUNDING BOND WHEREAS, Allfirst Trust Company of Pennsylvania, N.A., formerly known as Allfirst Bank, formerly known as FMB Bank, Successor by merger to Dauphin Deposit Bank and Trust Company, is the duly appointed Trustee under Agreement with Beulah B. Murphy of Cumberland County, Pennsylvania; and WHEREAS, the said Beulah B. Murphy, late of Cumberland County, died January 10, 2002; and WHEREAS, in accordance with the Second Amendment to Revocable Living Trust Agreement dated June 20, 2000, Paragraph Second, states: "the remaining principal and income to be divided among the following named individuals: 75% to Mrs. David J. (Joanne) T. Cutman 25% to Mr. Richard B. Beemer WHEREAS, the said Trustee has submitted to the said Joanne T. Cutman an account of its Trusteeship, which has been examined and approved by the said Joanne T. Cutman; and WHEREAS, in order to save the expense and delay incident to filing said account in the Orphans' Court Division of the Court of Common Pleas of Cumberland County and having the same confirmed, the said Joanne T. Cutman has requested the Trustee to make settlement with her at once. AND THEREFORE KNOW ALL MEN BY THESE PRESENTS that I, the said Joanne T. Cutman, have this day had and received of and from Allfirst Trust Company of Pennsylvania, N.A., formerly Allfirst Bank, formerly known as FMB Bank, Successor by merger to Dauphin Deposit Bank and Trust Company, Trustee as aforesaid, the sum of eighty three thousand seventy one hundred dollars and eighty six cents ($83,071.86) consisting of cash and in full settlement and satisfaction of all such sum or sums of money as are due me by reason of said Trusteeship, and THEREFORE ! DO BY THESE PRESENTS remise, release, quit-claim and forever discharge the said Allfirst Trust Company of Pennsylvania, N.A., formerly Allfirst Bank, formerly known as FMB Bank, Successor by merger to Dauphin Deposit Bank and Trust Company, its successors and assigns, and of and from all actions, suits, payments, accounts, reckonings, claims and demands whatsoever for or by reason thereof, or of and from all other acts, matters, and things whatsoever including gross negligence, to the day of the date hereof. 4 IN WITNESS WHEREOF, I have hereunto set my hand and seal this ,~) ¥~::t?day of ~' '/,!~'~ t~(/~ , 2002. WITI~E/8 S: ._, J T. Cutman ~ ~SEAL) COMMONWEALTH OF PENNSYLVANIA ) ) SS: COUNTY OF ~ ) On this, the ~ ~¢? day of (-//l~)/?~'"i V [9 F/(~.. ,2002, before me, a Notary Public in and for said State and County, personally appeared Joanne T. Cutman, known to me (or satisfactorily proven) to be the person whose name is subscribed to the foregoing Release and Refunding Bond and acknowledged that she executed the same for the purposes therein contained and desires that the same be recorded as such. WITNESS my hand and Notarial Seal. Notary Public My Commission Expires: NOTARIAL SEAL Commissio~ F_.xpi~ O~ ~;~ 200EI I Member, Pennsylvania Association of i IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY PENNSYLVANIA, ORPHANS' COURT DIVISION IN THE ESTATE OF BEULAH B. MURPHY, LATE OF CUMBERLAND COUNTY, PENNSYLVANIA, DECEASED RELEASE AND REFUNDING BOND KNOW ALL MEN BY THESE PRESENTS, That I, Joanne T. Cutman, do hereby acknowledge that I have received of and from Allfirst Trust Company of Pennsylvania, N.A., formerly known as Allfirst Bank, formerly known as FMB Bank, Successor by merger to Dauphin Deposit Bank and Trust Company, Executor under the Last Will and Testament of Beulah B. Murphy, late of Cumberland County, Pennsylvania, deceased, eleven thousand two hundred eighty dollars and forty-three cents ($11,280.43), being the sum distributable to me under Item Third (1) of the Will and in the said Estate of Beulah B. Murphy in consideration of which payment I do hereby remise, release, exonerate and discharge the said Allfirst Trust Company of Pennsylvania, N.A., formerly known as Allfirst Bank, formerly known as FMB Bank, Successor by merger to Dauphin Deposit Bank and Trust Company, Executor as aforesaid, of and from said payment and of and from any further liability of any nature to me arising out of the administration of said Estate. AND the undersigned, in consideration of said payment and transfer, does hereby agree, upon written request of the Executor, to refund to the said Estate pro-rata whatever assets, in kind or in cash, that may be necessary in the future to discharge any liabilities of the Estate. IN WITNESS WHEREOF, I have hereunto set my hand and seal this ~-"×/~',~';'~ ~d~7~_ 2002. WITI~iS: day of ".-t.~o ~ I ~"/a~ a_.44_.., (SEAL) Jo~e T. Cutman COMMONWEALTH OF PENNSYLVANIA ) ) COUNTY OF (-ff~ ) SS: On this, the ,~ 5~q/5'~/ day of c~6OF(~'{ ~¢7¢~ ,2002, before me, a Notary Public in and for said State and County, personally appeared Joanne T. Cutman, known to me (or satisfactorily proven) to be the person whose name is subscribed to the foregoing Release and Refunding Bond and acknowledged that she executed the same for the purposes therein contained and desires that the same be recorded as such. WITNESS my hand and Notarial Seal. Notary Public My Commission Expires: I OONNA M. LON~NAK'c~, Nola~ Put,el ~m~r, Pennsylvania Association of Notar~ RELEASE AND REFUNDING BOND WHEREAS, Allfirst Trust Company of Pennsylvania, N.A., formerly known as Allfirst Bank, formerly known as FMB Bank, Successor by merger to Dauphin Deposit Bank and Trust Company, is the duly appointed Trustee under Agreement with Beulah B. Murphy of Cumberland County, Pennsylvania; and and WHEREAS, the said Beulah B. Murphy, late of Cumberland County, died January 10, 2002; WHEREAS, in accordance with the Second Amendment to Revocable Living Trust Agreement dated June 20, 2000, Paragraph Second, states: "the remaining principal and income to be divided among the following named individuals: 75% to Mrs. David J. (Joanne) T. Cutman 25% to Mr. Richard B. Beemer WHEREAS, the said Trustee has submitted to the said Richard B. Beemer an account of its Trusteeship, which has been examined and approved by the said Richard B. Beemer; and WHEREAS, in order to save the expense and delay incident to filing said account in the Orphans' Court Division of the Court of Common Pleas of Cumberland County and having the same confirmed, the said Richard B. Beemer has' requested the Trustee to make settlement with him at once. AND THEREFORE KNOW ALL MEN BY THESE PRESENTS that I, the said Richard B. Beemer, have this day had and received of and from Allfirst Trust Company of Pennsylvania, N.A., formerly Allfirst Bank, formerly known as FMB Bank, Successor by merger to Dauphin Deposit Bank and Trust Company, Trustee as aforesaid, the sum of twenty-seven thousand six hundred ninety dollars and sixty-two cents ($27,690.62) consisting of cash and in full settlement and satisfaction of all such sum or sums of money as are due me by reason of said Trusteeship, and THEREFORE I DO BY THESE PRESENTS remise, release, quit-claim and forever discharge the said Allfirst Trust Company of Pennsylvania, N.A., formerly Allfirst Bank, formerly known as FMB Bank, Successor by merger to Dauphin Deposit Bank and Trust Company, its successors and assigns, and of and from all actions, suits, payments, accounts, reckonings, claims and demands whatsoever for or by reason thereof, or of and from all other acts, matters, and things whatsoever including gross negligence, to the day of the date hereof. .r IN WITNESS WHEREOF, I have hereunto set my hand and seal this cxgD~'¢~! day of ('-J/~C~,1-t,~ ~,'~./t~ , 2002. (SEAL) STATE OF iLLff4OIS ) ) SS: COUNTY OF [[./4~12~,,~ ) On this, the,~)9/'¥ n day of 'J///d;t3;(~'[/~ ~ £d___~ ,2002, before me, a Notary Public in and for said State and County, personally appeared Richard B. Beemer, known to me (or satisfactorily proven) to be the person whose name is subscribed to the foregoing Release and Refunding Bond and acknowledged that he executed the same for the purposes therein contained and desires that the same be recorded as such. WITNESS my hand and Notarial Seal. Notary Public My Commission Expires: Member, PennsyNania Association of Notaries IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY PENNSYLVANIA, ORPHANS' COURT DIVISION IN THE ESTATE OF BEULAH B. MURPHY, LATE OF CUMBERLAND COUNTY, PENNSYLVANIA, DECEASED RELEASE AND REFUNDING BOND KNOW ALL MEN BY THESE PRESENTS, That I, Richard B. Beemer, do hereby acknowledge that I have received of and from Allfirst Trust Company of Pennsylvania, N.A., formerly known as Allfirst Bank, formerly known as FMB Bank, Successor by merger to Dauphin Deposit Bank and Trust Company, Executor under the Last Will and Testament of Beulah B. Murphy, late of Cumberland County, Pennsylvania, deceased, three thousand seven hundred sixty dollars and fifteen cents ($3,760.15) being the sum distributable to me under Item Third (2) of the Will and in the said Estate of Beulah B. Murphy in consideration of which payment I do hereby remise, release, exonerate and discharge the said Allfirst Trust Company of Pennsylvania, N.A., formerly known as Allfirst Bank, formerly known as FMB Bank, Successor by merger to Dauphin Deposit Bank and Trust Company, Executor as aforesaid, of and from said payment and of and from any further liability of any nature to me arising out of the administration of said Estate. AND the undersigned, in consideration of said payment and transfer, does hereby agree, upon written request of the Executor, to refund to the said Estate pro-rata whatever assets, in kind or in cash, that may be necessary in the future to discharge any liabilities of the Estate. WITNESS WHEREOF, I have hereunto set my hand and seal this ,~ ~/"/¥/ day of (~'~"[ t/~~ ~'l~ ,2002. ~ ~ ~ (SEAL) Richard B. Beemer COUNTY OF ) Onthis, the d.~;~dayof <"~)~}d'"'"-i'~J:'c~,~. ,2002, beforeme, a Notary Public in and for said State and County, personally appeared Richard B. Beemer, known to me (or satisfactorily proven) to be the person whose name is subscribed to the foregoing Release and Refunding Bond and acknowledged that he executed the same for the purposes therein contained and desires that the same be recorded as such. WITNESS my hand and Notarial Seal. Notary Public My Commission Expires: -a~:,urcd, oau~n cot~ Commission Expires Oct. ~,{ember, Penn.~anla Association of Nolades PLEASE FILE THIS REPORT WITHIN TWO YEARS OF DATE OF DEATH REGARDLESS OF THE STATUS OF THE ESTATE. IF ESTATE IS NOT COMPLETED, FILE a 6.12 FORM YEARLY UNTIL COMPLETION STATUS REPORT UNDER RULE 6.12 Name of Decedent: Date of Death: Beulah B. Murphy 1/10/2002 Estate No.: 20.02-00097 Pursuant to Rule 6.12 of the Supreme Court Orphans' Court Rules, I report the following with respect to completion of the administration of the above-captioned estate: State whether administration of the estate is complete: Yes x No Date: If the answer is No, state when the personal representative reasonably believes that the admihistration will be complete: (date) If the answer to No. 1 is yes, state the following: A. Did the personal representative file a final account with the court? Yes No x B. The separate Orphans' Court No. (if any) for the personal representative's '..~ account is: (Not Applicable in Dauphin County) C. Did the personal representative state an account informally to the parties in interest? Yes x 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. · ~ Allfir~ Tru~Company of Pe. nnsylvania, NA Execp~/q~ o~f/%h~ Es~MD~ ~B~ul~a~ffB. Murphy · ~t.~.~-- . · - .r ..... .- S,gn~ Vzce Pre~ident/Tr&st Offxcer Ruth Ann McMillen Name(Pleasetypeorprint) P 0 Box 2961 Harrisburg~ PA Address 17105 (MAH:rmt/AM3) (717) 255-2109 Telephone No. Capacity: X Personal Representative Counsel for Personal Representative