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Home My WebLink About03-0663 PETITION FOR PROBATE and GRANT OF LETTERS Estate of 'Miriam B. Troup No. d~l-[])~3-- ~ '~ also known as To: Register of Wills for the Social Security No. 169,-44-515d Deceased. County of Cumberland in the Commonwealth of Pennsylvania The petition of the undersigned respectfully represents that: Your petitioner(s), who is/are 18 years of age or older an the execut or named in the last will of the above decedent, dated October 22, 1998 ,19q8 and codicil(s) dated (state relevant circumstances, e.g. renunciation, death of executor, etc.) Decendent was domiciled at death in Cumberl and County, Pennsylvania, with h-er. last family or prin, ci_~al residence at 14 William Ponn Drivo. C. amn Mill Pll 17011 (list street, number and muncipality) Decendent, then 87 years of age, died Au.qust 5, 2003 ,:11t 2003 , at Messiah Village, Upper Allen Twp., Cumbo_rland £~unty: PA Except as follows, decedent did not marry, was not divorced and did not have a child born or adoptec~ after execution of the will offered for probate; was not the victim of a killing and was never adjudicated incompetent: Decendent at death owned property with estimated values as follows: (If domiciled in Pa.) All personal property $ 300_, 000.00 (If not domiciled in Pa.) Personal property in Pennsylvania $ (If not domiciled in Pa.) Personal property in County $ Value of real estate in Pennsylvania $ 100,000.00 situated as follows: 14 William Penn Drive, Camp Hill, PA WHEREFORE, petitioner(s) respectfully request(s) the probate of the last will and codicil(s) presented herewith and the grant of letters testamonta~'y theron. (testamentary; administration c.t.a.; administration d.b.n.c.t.a.) OATH OF' PERSONAL REPRESENTATIVE COMMONWEALTH OF PENNSYLVANIA COUNTY OF CU_MBERLANDf ss The petitioner(s) above-named swear(s) or affirm(s) that the statements in the foregoing petition are true and correct to the best of the knowledge and belief of petitioner(s) and that as personal represen- tative(s) of the above decedent petitioner(s) will well and truly administer the estate according to law. Sworn to or affirmed and subscribed bef,ore me [,leis ra~-~'h day of ! '~x%~"'g ~' ~C_~. ~' o~' Register3 Estate Of Miriam B. Troup , Deceased DECREE oF PROBATE AND GRANT OF LETTERS AND NOW ~ C~&~---~ i 7.-. 1~2003 , in consideration of the petition on the reverse side hereof, satisfactory proof having been presented before me, IT IS DECREED that the instrument(s) dated October 22, 1998 described therein be admitted to probate and filed of record as the last will of Mi ri am B. Troup ; and Letters Testamentary are hereby granted to PNC Bank, N.A. Register of Wills FEES Probate, Letters, Etc .......... $ ~C)-.~.O0 William L. Grubb, Esq. 72661 Short Certificates(---~) .......... $ I ~, OC) ATTORNEY (Sup. Ct. I.D. No.) Renunciation ................ $ 3105 Gettysburg Road, Camp Hill, PA 17011 i C2~ ~)0 ADDKESS TOTAL __ $ ~ ,~,,~ ' , ~ ~ ~.2,.~.~ .9. u~ ~.O(3 717 763-5580 Filed , At~.¥~.~ ..................... PHONE 105.805 REV 9/86 This is to certi~ 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 rD 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 No. COMMONWEALTH OF PENNSYLVANIA · DEPARTMENT OF HEALTH · VITAL RECORDS CERTIFICATE OF DEATH NAME DE DECEDENT (F~(~ M~ddle. L,:~) $ TA~'E iC~LE NUMI~ER ~ou 87 .... ~ I ; L 11-9-1915 I H~r~b~ ~1,.~..,~ ~,,.~ ' .~o~o~, t Jc~.~ .... =-- /~. = q~. t"°m" ~"~ ,s~ 'L.2: ......... ~CTU~L ,..s,,,.. P~n~qlvania ~ ,,,.~ ~-.~, Low~ Allen 14 Willi~ Penn Drive .. C~p Hill, PA 1701 ~ ......... ~ ~.cou~ Cumberland ..... on ~ ss . uCENSE.u~.E. ' ,*u ..... g' PA 17109 .. _ _~ A ~~~ m ~U~L ~ogre~y o~ vennst 4vania ~.~,~,~ . , , ~ ......... , J: · J~,. 4100 Jonestown Road J,, ~ ~ ~ J .... J .............. TOMEDJ~ALE~INE~OR~ER? ~E~&TE CA~E F~ . , I____. ~ ,'~.~,~ .. C~ Col o~ ~ ...... ' OF ~H? Natut~ ~ Hom,c~ .................................................................... REGISTRAR'S SI~TURE AND NUMBER 32. ~" ...... ' . ~/4/f Last Will and Testament of Miriam B. Troup I, MIRIAM B. TROUP, of 14 William Penn Drive, Camp Hill, Cumberland County, Pennsylvania, being of sound and disposing mind, memory and understanding, do make, publish and declare this to be my Last Will and Testament, hereby revoking and making void all previous Wills and Codicils heretofore made by me. FIRST I order and direct my executor hereinafter named to pay all of my just debts, expenses of my last illness, funeral expenses, including my grave marker and perpetual eare, and expenses involved or connected with the administration of my estate, as soon after my death as is reasonably as possible. However, my personal representative need not accelerate and pay those matured obligations which, in his, her or its opinion, it might be proper and more advantageous to retain or renew and pay as they become due and payable. As of this time, I have a life insurance policy with Prudential Insurance Company in the amount of $1,000.00 which shall be applied to my funeral expenses. SECOND I give, devise, and bequeath to my daughter, Susan K. Troup, the tangible personal property in my house at 14 William Penn Drive, Camp Hill, PA, including such items of jewelry, furniture, collection of plates and photographs as she may select, and the balance of such property and the balance of such property and my said house and any other real property that I may own shall be sold and the proceeds from the sales become a part of the residue of my estate. THIRD I give, devise, and bequeath the automobile that I own and the sum of $2,500.00 to Peter E. Goldstrom, now of 2905 Glenwood Road, Camp Hill, Pennsylvania, in appreciation of the assistance he has given to me in the recent years. FOURTH I direct that my executor, with the Assistance of Peter E. Goldstrom, find good and suitable homes for any pets which I may own at the time of my death. FIFTH I forgive the payment of any balance remaining on an indebtedness owed to me by ~hy brother, Gerald T. Beamer, at the time of my death. SIXTH I give, devise, and bequeath all the rest, residue and remainder of my estate of whatever nature and wherever situate as follows: A. One-half of said residue shall be paid to my trustee hereinafter named, in trust, nevertheless, for the benefit of my daughter, Susan K. Troup. Out of the income and principle of the trust, the trustee shall pay all the necessary costs and expenses of the trust, including reasonable compensation of trustee. The trustee shall distribute to my daughter Susan K. Troup, from the income and principle of the trust, the sum of ~ $10,000.00 on an annual basis until all such amounts are paid out of the trust. Upon the death of my daughter, the trust shall terminate and the balance then remaining shall be ~aid to her issue per stirpes. Should she die without issue surviving her, said balance shall be distributed in accordance with Subparagraph B. immediately following. B. The other one-half of said residue shall be divided into three equal shares and distributed as follows: 2 1. One share shall be paid to the Shiremanstown United Methodist Church, Shiremanstown, Pennsylvania, in memory of my mother, Mrs. Meda Beamer. 2. One share shall be paid to St. Paul's United Methodist Church Wormleysburg, Pennsylvania, in memory of my husband, Roy E. Troup, and myself. 3. One share shall be paid to the South Central Pennsylvani~ Chapter of the American Heart Association. SEVENTH No interest of any beneficiary of my estate or of any trust created by this Last Will and Testament, either in income or in principal, shall be subject to anticipation or pledge, assignment, sale or transfer in any manner, nor shall any beneficiary have the power in~ :3tqy manner to charge or encumber his interest, either in income or principal, nor shall the any beneficiary or subject in any manner while in the possession of interest of be liable ~ny personal representative for the liability of such beneficiary. EIGHTH For the purposes of this will, any words such as "child", "children", "grandchild" "grandchildren", and "issue", describing a person or class of persons by relationship to another shall include any person whose relationship is derived by adoption, regardless of when the adoption takes place. NINTH I order and direct that any estate, inheritance or similar tax due as a result of my teath with respect to any property passing as a result of my death, shall be paid from the residue of my Estate before its division into shares and prior to distribution as an expense of administration and that no part of the taxes should be prorated or apportioned among the persons or beneficiaries receiving the taxable property. It is my express intention that all inheritance taxes imposed as a result of my death be paid from the residue of my estate whether or not the property passes under my Last Will and Testament. My personal representatives shall have full power and authority to pay, compromise or settle any such taxes at anytime whether with respect to present or future interests. TENTH My trustee herein named shall have the following powers and duties, in addition to those vested in it by law and other provisions of this Will: A. To retain any or all of the assets of this trust, real or personal, including its own stock, without regard to any principle of diversification or risk. B. To invest in all forms of property, including stock, common trust funds md mortgage investment funds whether operated by it or others, without restriction to investments authorized for Pennsylvania fiduciaries, as it deems proper, without regard to )any principle of diversification or 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 it deems proper. D. To allocate receipts and expenses to principal or income or partly to ?each as it from time to time thinks proper in its sole discretion. E. To make payment to the parents or guardians of any minor or incompetent beneficiary. F. To hold property in my name or in its name, or in a name of a nominee or unregistered. G. To lend to, or purchase from, my executor even though trustee may also be such executor. ELEVENTH 4 I nominate, constitute and appoint PNC Bank, N.A., as executor of this my Last Will and Testament and trustee of the trust hereinabove created. I direct that my personal representative shall not be required to give or post bond for the faithful performance of his, her or its duties in this or any other jurisdiction. IN WITNESS WHEREOF, I have hereunto set my hand to this my Last Will and Testament which consists of five (5) pages to each of which I have affixed my signature, this d:~:~ day of ~£ ~--~' , 1998. Miriam B. Troup Signed, sealed published and declared by the above-named MIRIAM B. TROUP as and for her Last Will and Testament, in the presence of us and each of us, who, at her request and in her presence and in the presence of each other, have hereunto subscribed our names as witnesses thereto the day and year last above written. ACKNOWLEDGMENT COMMONWEALTH OF PENNSYLVANIA : : SS COUNTY OF CUMBERLAND : I, MIRIAM ]3. TROUP, the testator whose name is signed to the attached or foregoing instrument, having been duly qualified according to law, do hereby acknowledge that I signed and executed the instrument as my Last Will and Testament; that I signed it willingly; and that I signed it as my free and voluntary act for the purposes therein expressed. Miriam B. Troup Sworn or affirmed and acknowledged before me by MIRIAM B. TROUP, the testator, this ~2.~--z2 day of (~)c"kae, q'L ,1998. Notary Notarial Seal William L. Grubb, Notary Public Lower Allen Twp., Cumberland County My Commission Expires Aug. 13, 2001 AFFIDAVIT COMMONWEALTH OF PENNSYLVANIA : :SS COUNTY OF CUMBERLAND : WE, ~¢'M,~-'-r- [..: ~{[:,,S&'O , and~.~r~"r4C i~)~C~,~,,~~r,- , the witnesses whose names are attached to the foregoing instrument, being duly qualified according to law, do depose and say that we were present and saw the testator sign and execute the instrument as 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 subscribing witness in the hearing and sight of the testator signed the Last Will an, Testament as witnesses; and that to the best of our knowledge the testator was at the time 18 or more years of age, of sound mind and under no constraint or undue influence. ~ oC~,~q'd (seal) ~/' _ (seal) Sworn or affirmed and subscribed before me by--~:"3'-- /--A~;,5o,~ , and ~. {~tr-re~d~< (~]~C_~ ,-~,~ , witnesses, this 22-~' day o/~ ,1998. Notary Notaflal Seal William L. Grubb, Notary Public Lower Alien Twp., Cumberland County ..~.:MY~ .... Commission Expires Aug. 13, 2001 CERTIFICATION OF NOTICE UNDER RULE 5.6(a) Name of Decedent: Miriam B. Troup Date of Death: August 5, 2003 Will No. 2003-00663 Admin. No. 21-03-0663 To the Register; I certify that notice of estate administration required by Rule 5.6(a) of the Orphans' Court Rules was served on or mailed to the following beneficiaries of the above captioned estate on August 26, 2003. Name and Address Susan K. Troup P.O. Box 157 St. Petersburg, PA ! 7054 Office of the Attorney General Charitable Trusts and Organizations Section 16th Floor, Strawberry Square Harrisburg, PA 17120 American Heart Assoc. Attn: Roxie Zullinger P.O. Box 8835 Camp Hill, PA 17011 Estate of Gerald T. Beamer c/o Ms. Judy Stahl 2 Dickens Drive Marysville, PA 17053 Peter E. Goldstrom 2095 Glenwood Road Camp Hill, PA 17011 St. Paul's U.M. Church Attn: Pastor Scott Hocker Front and Locust Streets P.O. Box 259 Lemoyne, PA 17043 Shiremanstown U.M. Church Attn: Kenneth Baer, Administrator 125 East Main Street Shiremanstown, PA 17011 Notice~ has now been given to all persons entitles thereto under 5..6(a}except NONE. William L. Grubb, Esquire 3105 Gettysburg Road Camp Hill, PA 17011 (717) 763-5580 Counsel for the personal representative COMMONWEALTH OF PENNSYLVANIA REV-1162 EX(11-96) DEPARTMENT OF REVENUE BUREAU OF INDIWDUAL TAXES DEPT. 280601 HARRISBURG, PA 17128-0601 PENNSYLVANIA RECEIVED FROM: INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT NO. CD OO32O4 PNC ADVISORS P O BOX 308 CAMP HILL, PA 17001 ACN ASSESSMENT AMOUNT CONTROL NUMBER ........ fold 101 ~;9,500.00 ESTATE INFORMATION: SSN: 169-44-5154 FILE NUMBER: 2103-0663 DECEDENT NAME: TROUP MIRIAM B DATE OF PAYMENT: 1 1/05/2003 POSTMARK DATE: 00/00/0000 COUNTY: CUMBERLAND DATE OF DEATH: 08/05/2003 TOTAL AMOUNT PAID: $9,500.00 REMARKS: PNC ADVISORS CHECK# 1158178 INITIALS: AC SEAL RECEIVED BY: DONNA M. OTTO DEPUTY REGISTER OF WILLS REGISTER OF WILLS PN C_ DVlSORS PO Box 308 Camp Hill Pa 17001-0308 (717) 730-2265 May 3, 2004 Register Of Wills Cumberland County Courthouse South Hanover St Carlisle, PA 17013 Re: Miriam B. Troup Estate Date of Death 8/5/03 File #: 21-03-0863 Dear Register Of Wills: On behalf of the Corporate Executor of the above-referenced Estate, I enclose a check in the amount of $1,164.25 balance due on account of Pennsylvania Inheritance Tax along with two original completed copies of the tax return. I have also enclosed the final inventory along with a check in the amount of $31.00 for filing fees. Please send us the usual customary receipt at your earliest convenience. Thank you for your assistance. Sii~ce[ely, Linda J. Lundberg Estate Administrator Assistant Vice President Enclosures: LJL/jmh A member of The PNC Financial Services Group 4242 Carlisle Pike Camp Hill Pennsylvania 17011 PNCBAN ESTATE OF MIRIAM B TROUP DECEASED (DIED 8/5/03) LATE OF THE TOWNSHIP OF LOWER ALLEN CUMBERLAND COUNTY PA WILL NO 21-05-0663 COMMONWEALTH OF PENNSYLVANIA : : SS COUNTY OF CUMBERLAND : LINDA J LUNDBERG ASSISTANT VICE PRESIDENT OF PNC BANK NATIONAL ASSOCIATION THE EXECUTOR OF THE ESTATE OF MIRIAM B TROUP DECEASED HAVING BEEN DULY AFFIRMED ACCORDING TO LAW DID DEPOSE AND SAY THAT THE ITEMS APPEARING IN THE FOLLOWING INVENTORY ARE PERSONAL ASSETS WHEREVER SITUATE AND REAL ESTATE IF ANY IN THE COMMONWEALTH OF PENNSYLVANIA OF SAID DECEDENT THAT THE VALUATION PLACED OPPOSITE EACH ITEM OF SAID INVENTORY REPRESENTS ITS FAIR VALUE AS OF THE DATE OF THE DECEDENTWS DEATH AND THAT THE DECEDENT OWNED NO REAL ESTATE OUTSIDE THE COMMONWEALTH OF PENNSYLVANIA EXCEPT THAT WHICH APPEARS IN A MEMORANDUM AT THE END OF THIS INVENTORY AFFIRMED AND SUBSCRIBED BEFORE ME DENIoE C. SU~LEN~,~:r~ER, No,a~ Pu.,~ ~, Hampden T,?p., Cumberland ~u~y ..c ^ovlso.s PNCBA'F,K MIRIAM B TROUP 27-27-00~-$g75157 REAL ESTATE 14 WILLIAM PENN DRIVE CAMP HILL PENNA 88,000.00 Z00Z BUICK CENTURY SEDAN 11,410.00 PERSONAL PROPERTY 6,112.00 PNC BANK NATIONAL ASSOCIATION TRUSTEE UNDER THE AGREEMENT · OF TRUST OF ROY E AND MIRIAM BOYD DATED 8/26/76 ASSETS HELD AS OF 8/5/05 (DATE OF DEATH) FUNDS 5,659.098 UTS AHERICAN CENTURY TAX HGD VALUE FUND INV ~ 5.4200 30,563.91 17,140.026 UTS BLACKROCK FUNDS PA TAX FREE INCOHE PORTFOLIO FUND 39 INSTITUTIONAL CLASS @ 10.6700 182,884.08 56q.81Z UTS CALAHOS GROWTH FUND CLASS A FD #606 g 37.6900 21,287.76 239.044 UTS FIDELITY ADVISOR SER I DIVIDEND GROWTH FD INSTL CL FUND #0717 @ 10.1~00 2,414.Sq 1,457.726 UTS PRICE T ROWE GROWTH FUND INC FD #40 @ 21.1000 30,758.02 CASH PRINCIPAL CASH 29,994.15 INCOME TO 8/05/03 27.57 CASH 297,929.85 PNC BANK NATIONAL ASSOCIATION SAVINGS ACCOUNT #5130072152 DATE OF DEATH BALANCE 17,891.90 THE PATRIOT NEWS REFUND SUBSCRIPTION CANCELLATION I86.65 -- 2 ~ TRSN02 (10102) ..c ^Dv,so.s PNCBAI MIRIAM B TROUP 27-27-00~-3973157 CONTINUED: CASH PNC BANK NATIONAL ASSOCIATION CHECKING ACCOUNT #51~0065079 DATE OF DEATH BALANCE 3,005.06 INTEREST TO 8/5/03 .53 3,005.59 ALLSTATE INSURANCE CO HOMEOWNERS POLICY REFUND CANCELLATION 23.00 READERS DIGEST REFUND SUBSCRIPTION CANCELLATION 18.7~ ALLSTATE INSURANCE COHPANY AUTOMOBILE INSURANCE POLICY REFUND CANCELLATION 191.70 HEARST CORPORATION REFUND GOOD HOUSEKEEPING SUBSCRIPTION CANCELLATION 7.~9 · PRUDENTIAL FINANCIAL DEATH CLAIM POLICY #MSZ89qgq3 FACE AMOUNT 1,000.00 ADDITIONAL INSURANCE ~,~72.69 OTHER BENEFITS 2~q.00 ~,706.69 HEARST CORPORATION REFUND REDBOOK SUBSCRIPTION CANCELLATION 7.33 MEREDITH PUBLICATIONS REFUND LADIES HOME JOURNAL SUBSCRIPTION CANCELLATION 28.65 GROSS PROCEEDS OF SALE OF PERSONAL PROPERTY ~,3~3.00 COMMONWEALTH OF PENNSYLVANIA SURVIVOR ANNUITY PAYMENT 180.8q CASH FOUND IN PURSE, WALLET & HOUSE 177.1q TOTAL INVENTORY q3~,220.55 -- 3 -- TRSNO2 (10102) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE REV-1162 EX(11-96) BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG, PA 17128-0601 PENNSYLVANIA RECEIVED FROM: INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT NO. CD 003890 ACN ASSESSMENT AMOUNT CONTROL NUMBER ........ fold 101 81,164.25 ESTATE INFORMATION: SSN: 169-44-5154 FILE NUMBER: 2103-0663 DECEDENT NAME: TROUP MIRIAM B DATE OF PAYMENT: 05/03/2004 POSTMARK DATE: 05/03/2004 COUNTY: CUMBERLAND DATE OF DEATH: 08/05/2003 TOTAL AMOUNT PAID: $1,164.25 REMARKS: PNCADVISORS CHECK# 434266 · INITIALS: MW SEAL RECEIVED BY: GLENDA FARNER STRASBAUGH REGISTER OF WILLS REGISTER OF WILLS REV-1500 EX (6-00) ~ OFFICIAL USE ONL'rY COMMC~ WEALTH OF PENh,~YLVANIA REV-1500 DEPARTMEN~- OF REVENUE DEPT. 280601 INHERITANCE TAX RETURN F LENUMBER HARRISBURG, PA 17128-0601 RESIDENT DECEDENT 23, -- 2003 0663 COUNTY CODE YEAR NUMBER DECEDENTS NAME (LAST, FIRST, AND MIDDLE INITIAL) I" SOCIAL SECURFI~ NUMBER Z 'Z'ROO'P. M3:R'rJ~t{ B 3,69-~,~,-53,5~, LIJ DATE OF DEATH (MM-DD-YEAR) ~ I DATE OF BIRTH (MM-DD-YEAR THIS I~-ruRN MUST BE FILED IN DUPLICATE WITH TIlE UJ 08/05/2003 I 3.3,/09/3,93,5 o REGISTER OF WILLS ,.,"' ('F P.C ,E)SURV,V, NG SPOUSE'S NAME (LAST. F,RST. AND M DDLE ,N,T,AL) SOCIAL SECUR, ' NUMBER iIXl 1. Ol~ginalRetum L~ 2. SupplementalRetum [,, I 3. RemainderReturn(dateofdeathpriorto12.13.82) ~.~ I 4. Limited Estate ~ 4a. Future Interest Compromise {date of ~eat~ aftsr 12-a2-82) [--'--] 5. Federal Estate Tax Return Required ~~ffi/tv'~ ~ ~ 6. Decedent Died Testate {^ttach ¢op¥ of Will) ~-~ 7. Decedent Maintained a Living Trust (Attach copy of Trust) O0 8. Total Number of Safe Deposit Boxes ~ ~ 9. Litigation Proceeds Received [-~ 10. Spousal Poverty Credit dale of death between12-31-91and1.1.95) [--'---] 11. Election to tax under Sec. 9113(A)(A. achSchO) Z NAME '" COMPLETE MAILING ADDRESS Z O a. FIRM NAME (IfApplicable) PO BOX 308 TELEPHONE NUMBER '73.7-?30-2265 1. Real Estate (Schedule A) (1) 88~ 000.00 - ~ ~,.'-~ OFFICIAL USE ONLY 2. Stocks and Bonds (Schedule B) (2) 0.00 ;' ! 3. Closely Held Corporation, Partnership or Sole-Proprietorship (3) 0 o 00 ' 4. Mortgages & Notes Receivable (Schedule D) (4) 0.0 0 5. Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E) (5) ~,3 · ~8~,. 03 ~ 6. J~ Owned Property (Schedule F) (6) 3,3, · 0 0 0.0 0 ,~ ~Separate Billing Requested 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (7) 2 ~'7 ~29 o 83 (Schedule G or L) · ! ~ I t~ 1-7) (8) ~0· 513 o 86 8. Total Gross Assets (total Lines tv'l'lJ 9. Funeral Expenses & Administrative Costs (Schedule H) (9) 3 6 · 3,5 0.5 ~ I 0, Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) (10) '~ · 3, 0 ~ ° ~ 9 11. Total Deductions (total Lines 9 & 10) (11 ) ~ 0 · 2 6 0.0 8 12. Net Value of Estate (Line 8 minus Line 11) (12) ~, 0 0 · 2 5 3. '7 8 13. Charitable and Governmental Bequests/Sec 9113 Trusts for which an election to tax has not been made (Schedule J) (13) I 8~, · 6 3, 5 o ~ 0 14. Net Value Subject to Tax (Line 12 minus Line 13) (14) 23.5 · 63'7.88 SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES 15. Amount of Line 14 taxable at the spousal tax OZ rate, or transfers under Sec. 9116 (a)(1.2) 0.0 0 x .00 (15) 0.00 < 16. Amount of Line 14 taxable at lineal rate 203., 727.88 x.04~ (16) 9,077.75 · a' 17. Amount of Line 14 taxable at sibling rate 0o00 x.12 (17) O (J 18. Amount of Line 14 taxable at collateral rate 3,3# 93.0.00 x.15 (la) 2·086.50 I-.. 9. Tax Due (19) >> BE $~RE TO ~SWER ~L QBES~iQN$ ~ REVERSE ~DE ~D RECNECK MATH < < 2W46451.000 Decedent's Complete Address: IS~-h~EE I ADDRESS ' ; 14 WILLIAM PmNN DRIVE C~TY CAMP HILL ISTATE ~f?011 PA Tax Payments and Credits: 1. Tax Due (Page 1 Line 19) 2. Credits/Payments (1) 11,164'. 2 5 A. Spousal Poverty Credit 0.00 B. Prior Payments 9,500.00 C. Discount 500.00 3. Interest/Penalty if applicable Total Credits (A + B + C) (2) 10,000.00 D. Interest 0.00 E. Penalty 0.00 Total Interest/Penalty (D + E) (3) 0.00 4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT. Check box on Page 1 Line 20 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) 1,164,. 25 A. Enter the interest on the tax due. (5A) 0.00 B. Enter the total of Line 5 + 5A. This is the BALANCE DUE. (5B) 1,164,. 25 PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS 1. Did decedent make a transfer and: Yes No a. retain the use or income of the property transferred; ....................... ~] r--] b. 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? ................. ~ ['~ 2. If death occurred after December 12, 1982, did decedent transfer property within one year of death without receiving adequate consideration? 3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death? E~ 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. 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 complete. Declaration of preparer other than the personal representative is based on all information of which p~parer has any knowledge. SIGNA'I'[.J~ R~E PERSON R[SPOI~,~JLE FOR F.~,ING RETURN 1)~C Bank, N.A. DATE IYR"E~ ~ , Assistant Vice President 242 CAKLI~L~ ~ARK ~.~ . /~AMP. HILL, PA 17011 SIGNA'I'I.~E J~F P~ARER O]~IIER THAN REPR~-.'~k~t'f'A ~ A~R~1600 ~w~a~UST ~'r~_--m_.--'; '4'-'n'; FL P O BOX 42933 PHI~ELPHIA, PA 19103-724,0 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. § 9916 (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 retum are still applicable even if the surviving spouse is the only beneficiary. For dates of death on or after July 1, 2000: The tax rate imposed on the net value of transfers from a deceased child twenty-one years of age or younger at death to or for the use of a natural parent, an adoptive parent, or a stepparent of the child is 0% [72 P.S. § 9116(a)(1.2)]. The tax rate imposed on the net value of transfers to or fer the use of the decedent's lineal beneficiaries is 4.5%, except as noted in 72 P.S. § 9116(1.2) [72 P.S. § 9116(a)(1 )]. The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is 12% (72 P.S. § 9116(a)(1.3)]. A sibling is defined, under Section 9102, as an individual who has at least one parent in common with the decedent, whether by blood or adoption. 2w4646 1.000 REV-1502EX + (1-97) ~ SCHEDULE A COMMONWEALTH OF PENNSYLVANIA REAL ESTATE INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER TROOP, MIRIAM B 21-2003-0663 All real property owned solely or as a tenant in c~,,,,on must be reported at fair market value. Fair market value is defined as the price at which property would be exchanged between a willing buyer and a willing seller, neither being compelled to buy or sell, both having reasonable knowledge of the relevant facts. Real property which is jointly-owned with right of survivorehip must be disclosed on Schedule F. I DESCR, ON V^,UE AT DATE OF DEATH 1. JREAL PROPERTY LOCA'.'--~ AT 14 WILLIAM ~Eh-N DRIVE, CAMP ~Z~.L, PA 88,000.00 AS RECORDED IN DEED OF RECORDS ON 1ST NOVEMBER, 1951. SINGLE HOME IN NAME OF ROY E. TROUP(PREDECEASED), AND MIRIAM U. TROUP (DECEDEND), AS TENANTS BY THE ENTIRETIES. VALUED AT FMV OF DECEMBER 1, 2003 SALE DATE. TOTAL (Also enter on line 1, Recapitulation) $ 88,000.00 2w4695 2.000 (If more space is needed, insert additional sheets of the same size) REV-1508 EX + (1-97) SCHEDULE E ' ' COMMONWEALTH OF PENNSYLVANIA CASH, BANK DEPOSITS, & MISC. INHERITANCE TAX RETURN RESIDENT DECEDENT PERSONAL PROPERTY ESTATE OF TROOP, MIRIAM B FILE NUMBER 21-2003-0663 Include the proceeds of litigation and the date the proceeds were received by the estate. AJI property jointly-owned with the right of survivorship must be disclosed on Schedule F. NUM VALUE AT DATE DESCRIPTION OF DEATH 1. PNC C_-~-CKING ~_.t~D_ SAVING ACCOb-~-~S IN SOLE NAME OF DECEDEND. 20,897.49 DOD BALANCES: CRECKING: 3,005.06 ACCRUALS .53 SAVINGS :17,891.90 2 THE PATRIOT NEWS 186.65 ~EFUND OF SUBSCRIPTION DUE TO CANCELLATION 3 ALLSTATE INSURANCE CO 23.00 HOMEOWNERS POLICY REFUND DUE TO CANCELLATION ALLSTATE INSURANCE COMPANY AUTOMOBILE INSURANCE POLICY REFUND 191 . 70 DUE TO CANCELLATION 5 READERS DIGEST 18.74 REFUND OF SUBSCRIPTION DUE TO CANCELLATION 6 HEARST CORPORATION 14.82 REFUND OF GOOD HOUSEKEEPING SUBSCRIPTION DUE TO CANCELLATION 7.49 REFUND OF REDBOOK SUBSCRIPTION DUE TO CANCELLATION 7.33 7 MEREDITH PUBLICATIONS 28.65 REFUND OF LADIES HOME JOURNAL SUBSCRIPTION DUE TO CANCELLATION 8 CASH FOUND IN DECEDENT'S PURSE, WALLET AND IN HOUSE 177.14 9 COMMONWEALTH OF PENNSYLVANIA 180.84 SURVIVOR ANNUITY PAYMENT FOR PERIOD 8/1/03-8/5/03 10 CASH FROM SALE OF PERSONAL PROPERTY NOT DISTRIBUTED IN-KIND 4,343.00 11 CONTENTS OF 14 WILLIAM PENN DRIVE, CAMP HILL, PA 17011 AS 6,112.00 APPRAISED. (SEE ATTACHED APPRAISAL) 12 2002 BUICK CENTURY SEDAN 11,410.00 TOTAL (Also enter on line 43,584.03 2W46AD 2.000 (If more space is needed, insert additional sheets of the same size) REV-1509 EX + (1-97) ' ~ SCHEDULE F COMMONWEALTH OF PENNSYLVANIA JOINTLY-OWNED PROPERTY INHERITANCE TAX RETURN R~StDENT DECEDENT ESTATE OF FILE NUMBER TROUP, MZ1RZ3~ B 21-2003-0663 If an asset was made Joint within one year of the decedent's date of death, it must be reported on Schedule G. SURVIVING JOINT TENANT(S) NAME ADDRESS RELATIONSHIP TO DECEDENT A. TR0[~,, ~U~AN K 4912 VALLEY CREST DR. DAUGHTER APT. 206 MIDLOTHIAN, VA 23112 B. JOINTLY-OWNED PROPERTY: LErrE~ DATE DESCPJPTION OF PROPERTY %OF DATE OF DEATH ITEM FOR JOINT MADE Include name of financial institution and bank account number or DATE OF DEATH DECD'S VALUE OF NUMBER TENANT JOINT ;imilar identifyin~ number. Attach deed for iointl¥-held real estate. VALUE OF ASSET INTEREST DECEDEN'PS INTEREST 1. A 10/18/1986 SAVINGS BONDS SEI~ZES HI{ 22,000.00 50.00 11,000.00 IN THE FOLLOWING DEMONINATIONS 4-$5,000 = $20,000 2-$1,000 = $ 2,000 ALL ISSUED NOV 1986 TOTAL (Also enter on line 6, Recapitulation) $ 11,000. O0 2W46AE 2.000 (If more space is needed, insert additionaJ sheets of sarne size) REV-1510 EX + (1-97) · SCHEDULE G COMMONWEALTH OF PENNSYLVANIA INTER-VIVOS TRANSFERS & INHERITANCE TAX RETURN MJSC, NON-PROBATE PROPERTY RESIDENT DECEDENT ESTATE OF TROOP, MIRIAM B FILE NUMBER 21-2003-0663 This schedule must be completed and filed if the answer to any of questions 1 through 4 on the reverse side of the REV-1500 COVER DESCRIPTION OF PROPERTY % OF ITEM INCLUDE THE NAME OF THE TRANSFEREE, THEIR RELATIONSHIP TO DATE OF DEATH DECD'S EXCLUSION TAXABLE VALUE DECEDENTAND 'I~-IE DATE OF TRANSFER. ATTACH A COPY OF THE NUMBER DEED FOR REAL ESTATE. VALUE OF ASSET IN I El(EST (IF APPLICABLE) 1. Fus--~Oqa~'E '~ROST AG_~-~-~zsz~'-' 297,929.83 100.00 0.00 297,929.83 BETWEEN ROY E. TROUP AND MIRIAM B. TROOP (SETTLORS) AND PNC ADVISORS, (FORMALLY CUMBERLAND COUNTY NATIONAL BANK AND TRUST COMPANY), WITE DECEDEND BEING LAST TO DIE SETTLOR, DATED 26T1{ AUGUST 1976. .DOD VALUE .. 297902.26 PLUS ACCURALS : 27.57 DOD ASSETS AND VALUES ARE ATTACHED. TOTAL (AIsc enter on line 7. Recapitulation) $ 297,929.83 (If more space is needed, insert additional sheets of same size.) 2W46AF 2.000 fir D~e ~C ue~:h~ 0810slloo3 " , ~o~,s~ ~,, o8/o~/~oo3 · ~es ~ ~ ~ ~Lv ~ ~ ~!cY~.' S63~.0~0 ~ ~ ~ ~ ~ (02S0833~S) 0l/0S/2002 5.42000 S,420000 30,563. ~?~40.026 ~ ~ (09XS28~22) ~A~~ 08/0S/2002 20.S?0O0 .. ~0. ~70000 ~, BB4 . 0B 0B/05/2003 37.~S000 37,6~0000 22,287. ~ 4J 23S.044 ~ ~SOR S~ ~ (3Z580SS~8) 00/05/2003 2O. 20000 2L~ 0G/0S/2003 2L20000 2~. ~00000 30, ?58.02 i) 2OSO4.~S prA~i~X ~eb A~ed (~ooox) ~.57 00/0S/2002 REV-~. EX + (~-gT) I SCHEDULE H COMMONWEALTH OF PENNSYLVANIA FUNERAL EXPENSES & INHERITANCE TAX RETURN AD M INISTRATIVE COSTS RESIDENT DECEDENT ESTATE OF TROD'P, MIRIAM B FILE NUMBER 21-2003-0663 Debts of decedent must be reported on Schedule I. ITEM NUMBER DESCRIPTION A. FUNERAL EXPENSES: AMOUNT 1. ST JOHN' S CEMETERY BURIAL OPENING / CLOSING 200.00 2 SUSAN K TROUP REIMBURSEMENT FOR CREMATION COSTS 25.00 B. ADMINISTRATIVE COSTS: 1. Personal Representative's Commissions 1'7 · 36 8.0 0 Name of Personal Representative(s) PNC ADVISORS Social Security Number(s) / EIN Number of Personal Representative( Street Address 4242 CARLISLE PARK City CAMP HiLL State PA Zip 17011 Year(s) Commission Paid: 2004, 2. Attorney Fees Name: WILLIAM L. GRUBB, ESQUIRE 10,500.00 3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation) 0.00 Claimant Street Address City State Zip Relationship of Claimant to Decedent 4. Probate Fees 34,8.00 5. Accountant's Fees 0.0 0 6. Tax Return Preparer's Fees 0.0 0 7. RESERVE FOR FILING COSTS 500.00 8 WILLIAM L. GRUBB ESQUIRE 180.73 REIMBURSEMENT FOR LEGAL ADVERTISING 9 REGISTER OF WILLS FEE FOR SHORT CERTIFICATES 6.00 10 PPL ELECTRIC UTILITIES UTILITY SERVICE A/C #80570-73004, 86.38 9/25/03 34.55 cont.i,n~at.$0n ~ages .... 6,936.48 TOTAL (Also enter on line 9, Recapitulation) $ 36,150.59 2W46AG 2.000 (If more space is needed, insert additional sheets of same size) Page 2 Estate of= TROUP, MIRIAM B 21-2003-0663 Schedule H, Part E -- Administrative Costs Item No. DescriDtlon Amount 10 10/27/03 28.61 12/02/03 10.43 12/09/03 12.79 FINAL BILL 11 UGI UTILITIES INC 52.59 UTILITY SERVICES A/C #218720852600 9/30/03 27.71 10/27/03 6.49 12/09/03 18.39 12 LOWER ALLEN TOWNSHIP 129.59 SEWER/REFUSE SERVICE 14 WILLIAM PENN DR. ACCT #1063210-0 154.04 MINUS REFUND 24.45 13 PENNSYLVANIA AMERICANWATER 59.31 UTILITY SERVICES A/C #2406404794 10/15/03 10.68 11/12/03 39.18 12/09/03 9.45 14 LG CONNOR REAL ESTATE APPRAISERS 300.00 APPRAISAL FEE FOR 14 WILLIAM PENN DRIVE 15 S E S INSURANCE SERVICE INC 173.00 INSURANCE PREMIUM FOR 14 WILLIAM PENN DRIVE 236.00 MINUS REFUND 63.00 16 D & F LAWNCARE 265.00 LAWN MAINTENANCE PER INV DATED 09/1/03 63.60 LAWN MAINTENANCE PER INVDATED 10/1/03 84.80 LAWN MAINTANANCE PER INV DATED 11/1/03 116.60 17 GINGRICH'S PLUMBING & HEATING 236.04 PROFFESSIONSL SERVICES RENDERED FOR REPAIRS PER INV 99410258 DATED 10/27/03 18 CLAUDE C WOLFE & ASSOCIATES 4,840.95 FEE FORAPPRAISAL OF PERSONAL PROPERTY 250.00 TOTAL. (Carry forward to main schedule) ...... 6,056.48 ' Pag~ 3 Estate of= TROUP, MIRIAM B 21-2003-0663 Schedule H, Part E -- Adm/nistrative Costs Item No. Description Amount 18 CO~ISSION ON SALE OF HOUSE 2,640.00 CO~IISSION OF SALE OF PERSONAL PROPERTY 1,950.95 19 TRANSFER TAX 880.00 RE SALE OF 14 PENN DRIVE, CAMP HILL, PA TOTAL. (Carry forward to main schedule) ...... 880.00 REV-1512 EX + (~1-97) ' SCHEDULE I COMMONWEALTH OF PENNSYLVANIA DEBTS OF DECEDENT, INHERITANCE TAX RETURN RESIDENT DECEDENT MORTGAGE LIABILITIES, & LIENS ESTATE OF TROOP, MIRIAM B FILE NUMBER 21-2003-0663 Include unreimbursed medical expenses. ITEM NUMBER DESCRIPTION AMOUNT 2003-04, SCHOOL REAL ESTATE TAXES 404`.88 14, WILLIAM PENN DR, CAMP HILL PAID 1,031.76 MINUS 626.88 I~EFUMD 2 BONNIE K MILLER TAX COLLECTOR 2003-04` PER CAPITA TAX 9.80 3 PENNSYLVANIA AMERICAN WATER WATER SERVICE TO 14, WILLIAM PENN DR 11.20 ACCT #24`-064`04`79-4` 4, MESSIAH VILLAGE NURSING HOME CARE 3,4,4,3.51 3351.00 EMERGENCY TRANSPORT TO MESSIAH 77.31 PER INV DTD 7/31/03 DRY CLEANING 15 . 20 5 VERIZON PHONE FINAL BILL A/C #7177374,634,984,93Y 6.09 8.56 #717691687007005Y 2.4`7 6 ACCIDENTAL DEATH INSURANCE PREMIUM 9.00 CHARGED IN PNC BANK CHECKING ACCT #514,0065079 7 PPL EXECTRIC SERVICE 31.81 8 UGI INC SERVICE 100 9 PENNSYLVANIA AMERICAN WATER UTILITY SERVICES 22.39 10 US TREASURY 68.00 BALANCE DUE 2003 FEDERAL INCOME TAX TOTAL (Also enter on line 4,, 109.4`9 2W46AH 2.000 (If more space is needed, insert additional sheets of the same size) REV-1513 EX~- (9-00) j SCHEDULE J COMMONWEALTH OF PENNSYLVANIA BENEFICIARIES INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF TROOP, MIRZ~ E FILE NUMBER 21-2003-066: RELA'I]ONSHIP TO DECEDENT AMOUNT OR SHARE NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY Do Not List Trustee(s) OF ESTATE I, TAXABLE DISTRIBUTIONS [include outright spousal distributions, and transfer under Sec. 9116 (a) (1.2)] 1. TROOP, SUSAN K DAUGHTER 17,112.00 4912 VALLEY CREST DR. APT. 206 MIDLOTRIAN, VA 23112 2 GOLDSTROM, PETER E FRIEND 13,910.00 290 $ GLENWOOD ROAD CAMP RILL, PA 17011 3 PNC ADVISORS TRUSTEE FEO SUSAN TRUSTEE 184`,615.88 1600 MARKET STREET 4`TH FLOOR PHILADELPHIA, PA 19103 ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18, AS APPROPRIATE, ON REV-1500 COVER SHEET II. NON-TAXABLE DISTRIBUTIONS: A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE 1. B. CHARITABLEANDGOVERNMENTALDiSTRiBUTiONS 1. SHZREMANSTOWNUNITED METHODIST CHURCH 125 EAST MAIN STREET 61,538.63 CAMP HILL, PA 17001-0308 2 ST. PAUL'S UNITED METHODIST CHURCH PO BOX 259 61,538.63 LEMOYNE, PA 1704`3 3 AMeRICAN HEART ASSOCIATION 61,$38.64` TOTAL OF PART II - ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET $ 18 4,, 6 1 5.9 0 2W46AI 1.000 (If more space is needed, insert additional sheets of the same size) Estate of: TROUP, MIRIAM B Page 2 21-2003-0663 Schedule J Part 2 -- Charitable and ~overnmental Distributions Item Amount or No. Description Share of Estate 3 SOUTH CENTRAL PA CHAPTER PO BOX 8835 CAMP HILL, PA 17001-8835 TOTAL. (Carry forward to main schedule) ...... 0.00 Last Will and Testament of Miriam B. Troup I, MIRIAM B. TROUP, of 14 William Penn Drive, Camp Hill, Cumberland County, Pennsylvania, being of sound and disposing mind, memory and understanding, do make, publish and declare this to be my Last Will and Testament, hereby revoking and making void all previous Wills and Codicils heretofore made by me. FIRST ex I order and direc.t my executor hereinafter named to pay all of my just ,debts. penses of my last illness, funeral expenses, including my grave marker and l eare, and expenses involved or connected with the administration of my estate, as soon Jafter my death as is reasonably as possible. However, my personal representative need not accelerate and pay those unmatured obligations which, in his, her or its opinion, ~t might be proper and more advantageous to retain or renew and pay as they become due ~ and payable. As of this time, I have a life insurance policy with Prudential Insurance Company in the amount of$1,000.00 which shall be applied to my funeral expenses. SECOND I give, devise, and bequeath to my daughter, Susan K. Troup, the tangible personal property in my house at 14 William Penn Drive, Camp Hill, PA, including such items jewelry, furniture, collection of plates and photographs as she may select, and the balance of such property and the balance of such property and my said house and any other real property that I may own shall be sold and the proceeds from the sales become a part the residue of my estate. THIRD 'I give, devise, and bequeath the automobile that I own and the sum of $2,500.00 to Peter E. Goldstrom, now of 2905 GlenWood Road, Camp Hill, Pennsylvania, m appreciation of the assistance he has given to me in the recent years. FOURTH I direct that my executor, with the Assistance of Peter E. Goldstrom, find good and suitable homes for any pets which I may own at the time of my death. FIFTH I forgive the payment of any balance remaining on an indebtedness owed to me by ~hy brother, Gerald T. Beamer, at the time of my death. SIXTH , I give, devise, and bequeath all the rest, residue and remainder of my estate ~'f whatever nature and wherever situate as follows: A. One-haft of said residue shall be paid to my trustee hereinafter named,: lin trust, nevertheless, for the benefit of my daughter, Susan K. Troup. Out of the income and principle of the trust, the trustee shah pay all the necessary costs and expenses of the m~st, including reasonable compensation of trustee. The trustee shall distribute to my daughter Susan IC Troup, from the income and principle of the trust, the sum x'X~ $10,000.00 on an annual basis until all such amounts are paid out of the trust. Upon the death of my daughter, the trust shall terminate and the balance then remaining shall be paid to her issue per stirpes. Should she die without issue surviving her, said balance shall be distributed iri.accordance with Subparagraph B. immediately following. B. The other one-haft of said residue shall be divided into three equal shares and distributed as follows: 1. One share shall be paid to the Shiremanstown United Methodist Church, Shiremanstown, Pennsylvania, in memory of my mother, Mrs. Meda Beamer. 2. One share shall be paid to St. Paul's United Methodist Church, Wormleysburg, Pennsylvania, in memory of my husband, Roy E. Troup, and myself. 3. One share shall be paid to the South Central Pennsylvania Chapter of the American Heart Association. SEVENTH No interest of any beneficiary of my estate or of any trust created by this Last Will and Testament, either in income or in principal, shall be subject to anticipation or pledge, assignment, sale or transfer in any manner, nor shall any beneficiary have the power ~n t~ay manner to charge or encumber his interest, either in income or principal, nor shall the interest of any beneficiary be liable or subject in any manner while in the possession ~ny personal representative for the liability of such beneficiary. EIGHTH For the purposes of this will, any words such as "child", "children", "grandchild" ~'grandchildren", and "issue", describing a person or class of persons by relationship tc another shall include any person whose relationship is derived by adoption, regardless of when the adoption takes place. NINTH I order and direct that any estate, inheritance or similar tax due as a result of my death with respect to any property passing as a result of my death, shall be paid from residue' of my Estate before its division into shares and prior to distribution as an of administration and that no part of the taxes should be prorated or apportioned among Ithe persons or receiving the taxable property. It is my express intention that beneficiaries all inheritance taxes imposed as a result of my death be paid from the residue of my estate whether or not the proPerty passes under my Last Will and Testament. My personal representatives shall have full power and authority to pay, compromise or settle any such taxes at anytime whether with respect to present or future interests. My trustee herein named shall have the following powers and duties, in addition :o those vested in it by law and other provisions of this Will: A. To retain any or all of the assets of this trust, real or personal, including without regard to any principle of diversification or risk. B. To invest in all forms of property, including stock, common trust funds investment fimds whether operated by it or others, without restriction to investments authorized for Penn~lvania fiduciaries, as it deems proper, withom regard t,o, lany principle of diversification or 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 it deems proper. D. To allocate receipts and expenses to principal or income or partly to eaCh as it from time to time think.q proper in its sole discretion. E. To make payment to the parents or guardians of any minor or incompetent beneficiary. F. To hold property in my name or in its name, or in a name of a nominee or unregistered. G. T0'lend to, or purchase from, my executor even though trustee may also be such executor. ELEVENTH I nominate, constitute and appoint PNC Bank, N.A., as executor of this my Last Will and Testament and trustee of the trust hereinabove created. I direct that my personal representative shall not be required to give or post bond for the faithful performance his, her or its duties in this or any other jurisdiction. IN WITNESS WHEREOF, I have hereunto set my hand to this my Last Will Testament which consists of five (5) pages to each of which I have affixed my signature, this day of , 998. Miriam B. Troup , Signed, sealed published and declared by the above-named MIRIAM B. TROUP and for her Last Will and Testament, in the presence of us and each of us, who, at her request and in her presence and in the presence of each other, have hereunto subscribed our names as witnesses thereto the day and year last above written. ACKNOWLEDGMENT COMMONWEALTH OF PENNSYLVANIA : · SS COUNTY OF CUMBERLAND : I, MIRIAM B. TROUP, the testator whose name is signed to the attached or foregoing insmmaent, 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· .. Miriam B. Troup Sworn or afl'tuned and acknowledged before me by MIRIAM B. TROUP, the this 22~'~t~ day of (~¢~ , 1998. Notarial Seal William L. Grubb, Notary Public Lower Allen Twp., Cumberland County My Commission Expires Aug. 13, 2001 .AFFIDAVIT COMMO~ALTH OF PENNSYLVANIA : : SS COUNTY OF CUMBERLAND : wimesses whose names are attached to the foregoing instrument, being duly qualified according to law, do depose and say that we were present and saw the testator sign and execute the instrument as 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 subscribing witness in the hearing and sight of the testator signed the Last Will and Testament as witnesses; and that to the best of our knowledge the testator was at the time. 18 or more years of age, of sound mind and under no constraint or undue influence. Sworn or a/Ymned and subscribed before me by ~-~ /.. '~q;,bo,~., and Notarial Se~l William k. Grubb, Notary Public c', ;' ~*,- ~Ow_~r Alle. n Twp._, Cumberland County *_~.~ ~1¥ ~gmmlssion uxpires Aug. 13. 2001 UMU NO. A. I~. TYPE OF LOAN: U.8. DEPARTMENT OF HOUSING & URBAN DEVELOPMENT 1.[-1FHA 2.[~FmHA 3~ [-lcoNv. UNINS. 4. E]VA 5. ~-~CONV. INS. 6. FILE NUl~iE~r-r~: J 7. LOAN NUMBER: SETTLEMENT STATEMENT 2003110073 8. K'iOR¥~GE INS CASE NUkiur.~: C. HO¥1=: '/'his t'o,,, ts ;~,~;~5~1 to give you a st;~-,~; oC eofuel ~Eiement mats. Amounts paid to end by ~he se#lament agent ere shovm. I~ems marked '[POC]' were paid outside the ~ostng; they em ~hown hem for Informefkmal purposes and am not included in the totsts. D. NAME AND ADDRESS OF BORROWER: E.."'~,,',',-~ AND ADDRESS OF SELLER: F. NAME AND ADDRESS OF LENDER: 8herhe Shlndel, single woman PNC Bank, N.A., Executor of the Estate of Richard W. Trautman 2604 Warren Way Miriam B. Tmup Mechenlceburg, PA 17050 2325 North Point Drive ' Yod(, PA 17402 G. PRC;~'~.;;~¥LOCATION: H. ~E~LEMENTAGENT: 14 William Penn Drive I. SETTLEMENT DATE: Camp Hill, PA 17011 Chelsea Seitlement Services CumbeHand County, Penr~yNanl~ PLACE OF SETTLEMENT Deosmber 1, 2003 3800 Mad(et Street ~ Camp Hill, PA 17011 J. SUMMARY OF BORROWER'S TRANSACTION K. SUMMARY OF SELLER'S TRANSACTION 100. GR D F · 101. ConlractSaleaPflce · AMOUNTD ETO : 102. Personal P 88 000.00 4._01_._Contract Sales Price 88 nnn n~ 103. SeltlernentChe ee to Borrower Une1408 2006.75 403~ 105. , 405. A ustments For Items PaldB Seller In advance ustments For Items Paid B Seller In advance ~axee~12/01/03 to 01_ J01/04 8.68 ~axee 12/01/03 to 0._~1/01/O4 ~Taxes 12/01/03 to 01/01/04 ~17.75 ~Taxes__ 12/01/03___.__.__to 01/01/04 17.75 108. School taxes 12/01/03 to 07/01/04 __ 600.----~' 408. School taxes 12/01/03 to 07/01/04 600.45 109. Sewer 12/01/03to01/01/04 __ 8.'~'-"~'409. Sewer 12/01/03to01/01/04 - 8.00 110. Trash 12/01/03to01/01/04 16.----~' 410. Trash 12/01/03to01/01/O4 411. 120. GROSS AMOUNT DUE FROM BORROWER 90,658.08 ~ 420. GROSS AMOUNT DUE TO Sl=t [ER 88,651.33 200. AMOUNTS PAID BY OR IN BEHALF OF BORR ,OW~,,R: ~00. REDUCTIONS IN M4OUNT DUE TO ~;; J FR: 201. Deposit oreemest money 501. Excess Deposit (Bee Instruc~ions) 202. Principal Amount of New Loan(s) 90,633.63 502. Settlement Charges to Seller (Line 1400) 203. F_.x~;~i~g loan(s) taken $.h,Le~__ to 880.00 204. 503. Existing loan(s) taken subject to 205. 504. Payoff of first Mortgage 505. Payoff of ~c~h~; Mortgage 206. Deposit paid $8800.00 506. Deposit retained by Seller 8,800.00 207. 507. 208. 209. 508., 509. Ad/ustments For Items Unpaid By Seller Adjustments For Items Unpaid By Seller 210. Twp. Taxes to : 510. Twp. Taxes to 211. County Taxes to 511. County Taxes to 212. Sc,'~oo; taxes to 512. School taxes to 213. 513. 214. 514. 215. 515. 216. 516. 217. 517. 218. 518. 219. 519. 220. TOTAL PAID BY/FOR BORROWER 90,633.63 520. TOTAL REDUCTION AMOUNT DUE SELLER I 9,680.00 300. CASH AT St-; i LBMI=NT FROM/TO BORROWER: 600. CASH AT S~.i ILI;;MI=NT TO/FROM _~m ~ FR: 301. Gross Amount Due From Borrower (Line 120) 90,658.08 601. Gross Amount Due To Seller (Line 420) 88,651.33 302. Less Amount Paid B)'/For Borrower (Line 2201 90;633.63] 602. Less Reductions Due Seller (Line 520) 9~680.0q! 303. CASH( X FROM)( TO)BORROWER 24.45 ,603. CASH( X TO)( FROM)SELLER 78,971.33 T*, .... '~ersigned hereby acknowledge receipt of a completed copy of pages 1 &2 of this statement & any attachments referred to herein. Sherrie Shindel, ''~ Psge 2 · ~'" ~':' L. SE I I LENIENT CHARGES *~:)1. $ to ec~eRovvEa's 7'02, $ . to FUND~ AT FUNDS AT r0T. Core--Ion Paid a~----'~ettlement SEnLEI~.~r sErn. EMENI' r04. to 100. rrEM~ PAYABLE IN CONNECTION WITH LOAN 101. Loan~~ % to Rich,rd W. Treutman -"--""-"-----' 102. Loan Dl~ceunt % to Richard W. Tmutman 103.. to IO4.. to 105.. to $O6.. to B07.. to 100. $09. 810. 811. g00. ITE~ ~QUlRED BY MENOER TO lie PAll) IN ADVANCE 001. Intom-,t From 12/01/0a ~ $ ~o2. ~umn--'~-~'~tha to /de 31 de 903. Haza~ Insurance Premium for 1.0 ara to 904. go5. to00. RE~ERVE~ DEPOSITED WITH LENDER a ur, elllce urance ~n~----~..~.L~L~~nth 1003..._.~. Taxea ~ ~ s-----~--~.~_.~,_.~__~ I:)e r month 1004. C;oun~es ~~_.Eer __month 1005. School taxes months~ $ month 1006. per 1007. m°nth--m°nths'm°n~s'~~ 13er month months L$ per month 1008. A ataAd ustment months r month 1100. TITLE GHARGES 1101. Transportation Fee to ChelseaSettlemontservicea 1102. Service Rendered Fee to Chelsea Settlement Services After 6:00 1103.~ to 1104. Title Insurance Binder to 1105. Document Pre ara0on to Ghelsea Settlement Services 1 lo6. No~..~.~_~_~ees to Ghelsea SetUemont Services ~ 200.00 1107. Attorney's Fees to ~12.0~ ~mbe~: __~mbers: 110g. Lender's Covera_.~ $ 90,633.63 1110. Owner's Coverage $ 90,633.63 Poli~ 1111. ALTA Endorsements 1112. 1113~ ~t Fee Chelsea Settlement Services 1115. Tax Certification Fee to Chelsea Settlement Services -- 1110. 5.00 1117. 1118. t200. GOVERNMENT RECORDING AND TRANSFER CHARGES "' 1201. Recerdin~q Fees: Deed $ 38.50~ 46.50; Releases $ 1202. Ci~Deed 1203. State Tax/St~, s: Revenue Stem $ ~ 1204. Ass' nment Recerdi Fee 1205. Recon;ling Fee to Chelsea Settlement Services 1500. ADDITIONAL SETTLEMENT CHARGES ~ctlon to 1303. 1304. !305. I~____ HARGE~ Enter on Unee 103 Section d and 602 Section K) 880.00 ~ ~_~lsea $.e.ttlement Services Certified to be a true copy. ~.-~ettle~en~ A§ei~t · .,,~ Erica L Schl~gel To: Linda J Lundberg/PNCAdvisors/SCP/PNC@PNC. 08113/2003 03:26 PM Subject: Date of death balance request My leadership shows confidence and the willingness to help others. Forwarded by Erice L Schlegel/Consumer/PGH/PNC on 08113/2003 03:26 PM f~ ~. 0E:/;;/2L:07:;.g; To: Judith MHafll/PNCAdvisors/SCP/PNC~iPNC ~ AM c~: ' Subject: Date of death balance request Estate of Miriam B Troup (Deceased) SS# 169-44-5154 DOD 08-05-2003 ACCOUNT NUMBER *DATE OF DEATH BALANCE + ACCRUED INTEREST DDA #5140065079 $3,005.06 + $0.53 SVG #5130072152 $17,891.90 + $0.00 Upon receipt of this letter please fax me a copy of the death certificate at 412-768-3458. I need a copy for my file. If you selected the balances to be sent to the "Branch" they will only be sent to the requestor by Lotus Notes. Have a great day!!! :-) My leadership shows confidence and the willingness to help others. CLAUDE C. WOLFE & ASSOCIATES · AUCTIONEERS& ^PPR^IS~.RS ~EGENED FAMILY OWNED SINCE 1912 pNG ADX/I$OB$ 2009 LINCOLN STREET- CAMP HILL, PA 17011 717-761-2763 ~0~ 0 ? ZOg'~ September 11, 2003 Appraisal for the Estate of Miriam B. Troup 14 William Penn ])rive, Camp ltill, PA 17011 ?""l'~q'°c)¼ -~Clt'l 3 1.5'7 MISCELLANEOUS ITEMS Server Chest of drawers 65.00 Dry sink - reproduction 60.00 Hutch 150.00 Goose-neck rocking chair 250.00 60.00 Dining table and 4 chairs Jewelry 165.00 3-Piece bedroom suite - queen size 850.00 Lingerie chest 395.00 Lady's writing desk and chair 85.00 225.00 W~veth print 4-Piece bedroom suite - double 20.00 Little Girl picture 195.00 Painted green wardrobe 12.00 225.00 Hardware - tool cabinet - contents 125.00 2-Shelf pie crust table Bench 70.00 Music (sheet & books) 45.00 1991 Lowry MX-2 organ & bench 25.00 German pigs/outhouse figurine 100.00 30.00 2-Door bookcase Ridgeway grandfather's dock 125.00 Wurlitzer spinet piano & bench 350.00 Baby cupboard 375.00 Green 4-drawer file cabinet 25.00 10.00 CLAUDE C. WOLFE & ASSOCIATES AUCTIONEERS & APPRAISERS FAMILY OWNED SINCE 1912 2009 LINCOLN STREET · CAMP HILL, PA 17011 717-761-2763 Troup appraisal Page 2 of 4 MISCELLANEOUS ITEMS - continue~ Ail paper products All books 20.00 20.00 Dog grooming table & top (painted Sellers kitchen cabinet) 250.00 Toys and board games Dolls and doll clothing 400.00 100.00 Radio (on refrigerator) White dog set figurines 45.00 Fox neck wrap. 2.00 Flatware 15.00 Lionel 2201WS train & accessories 45.00 250.00 Assorted Plasticville 65.00 PLATES 12-Piece set Imperial J'mgdezhen porcelain - 8 ½" 75.00 7-Piece set Imperial Jingdezhen porcelain - 8 ½" 50.00 10 Kevin Daniel - Birds - Knowles 30.00 Norman Rockwell - 13 gold serpentine trimmed - 8 ½" 39.00 Norman Rockwell - 11 Heritage Series - 8 ½" 33.00 Norman Rockwell - Mother's Love Series - 6 ½,, 3.00 Norman Rockwell - 10 pieces Mother's Day Series(81 thru 90) 8 ½" 50.00 Norman Rockwell - 7 pieces Christmas Series - 74,82,83,84,85 & 90 35.00 Norman Rockwell - 7 American Dream Series - 8 ½" 21.00 Norman Rockwell- 8 The One's We Love Series- 8 ½" 24.00 Norman Rockwell - 13 Rediscovered Women Series - 8 ½" Norman Rockwell - 6 Bells 39.00 4-Pieces Rogers & Hammerstein- 8 ½" 6.00 6-Pieces Yin-Rei- 8 ½" 12.00 7-Pieces Reco - 8 ½" 18.00 21.00 CLAUDE C. WOLFE & ASSOCIATES AUCTIONEERS & APPRAISERS FAMILY OWNED SINCE 1912 2009 LINCOLN STREET · CAMP HILL, PA 17011 717-761-2763 Troup appraisal Page 3 of 4 PLATES - continued 3-Pieces Reeo - 9 ½" Misc. Oriental plates (3) 9.00 Faux Ivory (3) 15.00 Kobenhavn- 81 8: 84- 7 ¼' 15.00 2.00 9-Pieces D'Areeau-Limoges (Geo. Washington, Lafayette, Cathedrals, ete) 45.00 "The Kiss" Madonna 20.00 Misc. other decorator plates 20.00 20.00 ITEMS LOCATED AT PNC BANK WHITMAN BLUE COIN BOOKS Indian Head Cents - 1857-1909 - (19) Lincoln Head Cents - 1909 - 1940 (57) 38.00 Lincoln Head Cents - 1941 - (63) 3.00 Jefferson Nickel- 1938- 1961 (27) 1.00 Jefferson Nickel - 1962- (13) 2.00 1.00 Buffalo Nickel - 1913 - 1938 (20) Liberty Head Dime "Morgan" - 1892 - 1916 (21) 5.00 Mercury Head Dime- 1916- 1945 (22) 40.00 Roosevelt Dime - 1946 - (42) 11.00 Mint Wheat Penny 1944 -4546 4.00 2.00 h~mt 2002 Silver Dollar 15.00 l~ant 1964 penny - Nickel - Dime - Quarter- Half Dollar 20.00 * . CLAUDE C. WOLFE & ASSOCIATES AUCTIONEERS & APPRAISERS FAMILY OWNED SIIVCE 1912 . . 2009 LINCOLN STREET · CAMP HILL, PA 17011 717-761-2763 Troup appraisal . Page 4 of 4 MISCELLANEOus ITEMS Photo 1940 New York World's Fair- tin frame 5.00 Jade pendant w/10K gold setting and chain 10.00 Waltham 175 lady's wrist watch w/2 tiny diamond chips 10.00 Marcel Boucher 175 wrist watch 10.00 14K yellow gold setting without stone 15.00 14K gold filled ting with three small chips 5.00 10K yellow gold wedding band 20.00 Sterling silver ting 7.00 Misc. family portrait and personal papers in frames 25.00 Misc. costume jewelry 12.00 APPRAISAL TOTAL $ 6,112.00 This Fair Market Value appraisal is true and correct to the best of my ability as an auctioneer and appraiser with 35 years experience. Member: Certified Appraisers Guild of America CLAUDE C. WOLFE & ASSOCIATES W. K. Dusty Chapman, CAGA ISSUE DATE '~ PlZRZAPI Bo TROU~'~ Hl1003 ~ - z.-~.=, i-]Z- ...... ~===~ v 472 250 '. ' . ... ' . . . "~ .... .. 6. TR9 UP HX ..,c. ~ HZR ZA ~r 1003 : ~' tq WZLLZJH PENN ORZVC ~OCXC ; C~ H~LLt PA 17011 '.,*" 'FRB I ~ ........ ~~~~--'~ · ~ .... '" ~ .._ SUSAN Ke ~OUP ".... ...... -. '~'=="~'~=-'~ .... _= .....,~.. ~~_ . . oD'\ FUNDED REVOCABLE TRUST AGREEMENT THIS AGREEMENT OF TRUST executed in duplicate this _2 ~ ~ day of_~ t. ~ .,,'g'-- , I~L, between ROY E. TROUP AND MIRIAM B. TROUP Pennsylvania, (hereinafter called Settlors), and CUMBERLAND COUNTY NATIONAL BANK AND TRUST COMPANY, of New Cumberland, Cumberland County, Pennsylvania, (hereinafter called Trustee), W I T N E S S E T H FIRS____~T: Settlors grant, assign and set over to Trustee and its successors all of the property described in Schedule A, annexed hereto and said property, together with all other property, real or personal, that may be ad'ed to the trust (such property and additions being hereinafter called principai) shall be held by Trustee, IN TRUST, upon the following terms. ~ECON~: Trustee shall manage all property com- prising the principal of this trust and shall collect the income therefrom and accretions thereto and shall pay the net income and hold and distribute the principal of said trust as follows: A. Trustee shall pay the net income therefrom to Settlors and the survivor of them for and during their lives and the lifetime of the survivor of them, subject to the provis- ions of Item FIFT~, in such periodic installments as Trustee shall find convenient but at least as often as quarter-annually. B. Upon the death of the survivor of Settlors, Trustee shall distribute the then&remaining Principal and any accumulated or undistributed income to the executor or adminis- trator of the estate of the survivor of Settlors for distribution as a part of his or her estate. Page I THIRDs The principal and income of this trust shall be free from anticipation, assignment, pledge or obligation of Settlor and shall not be subject to any execution or attach- ment or to voluntary alienation. FOURTH: Trustee shall have the following powers in a~dition to those vested in it by law and by other provisions of this trust, applicable to all property, whether principal or income, exercisable without court approval, and effective until actual distribution of all property~ A. To retain any or all of the assets of this trust, real or personal, including stock of Trustee, or of its parents holding company, without regard to any principle of diversification or risk. B. To invest in all forms of property, including sto~k, common trust funds and mortgage investment funds whether operated by Trustee, or its parent holding company, with- out restriction to investments authorized for Pennsylvania Fi- duciaries, as it deems proper, without regard to any principle of. diversification or 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 it deems proper. D. To allocate receipts and expenses to " princi~al or inoome or partly to each as Trustee from time to time thinks proper in its sole discretion. Page 2 E. To hold property in the name of Settlors or either of them, or in its name without designation of any fiduci- ary capacity, or in the name of a nominee or unregistered. FIFTH: Trustee may apply the net income of this trust for the support of Settlors and the survivor of them, should he, she or they by reason of age, illness or any other cause in the opinion of Trustee be incapable of disbursing it; and Trustee is further authorized to expend or apply from the principal of this trust such sums as it, in its sole discretion, may from t/me to time think advisable for the support of Settlors or the sur- vivor of them, to maintain them and the survivor of them in the station of life to which they are accustomed at the creation of this trust, or during illness or emergency. ~IXTH: Subject to the approval of Trustee, any- one may add p~operty, real or personal to the principal of this trust by deed, will or otherwise. SEVENTH= Trustee shall receive compensation for the performance of its function hereunderin accordance with its standard schedule of fees in effect from time to time during the period over which its services are performed. EIGHTHs Settlors reserve to themselves, and to the survivor of them, the right by an.instrument in writing in- tended to take effect during their lifetime or during the life. time of the survivor signed by them or by the survivor and de- livered to Trustee to revoke or amend this'agreement in whole or" in pert provided that the duties, powers and liabilities of Trustee shall not be substantially changedwithout its written Page 3 consent. Both Settlors must execute any such amendment or re- vocation if both of them are living. NINTH= The situs of this trust for administra- tive and accounting purposes shall be in the County of Cumberland and Commonwealth of ~ennsylvania, and all questions pertaining to the construction or validity of the provisions of this instru- ment shall be governed by the laws of that Commonwealth. IN WITNESS WHEREOF, Settlors have hereunto set their hands the day and year first above written and Trustee has executed this instrument and caused its corporate seal to be affixed hereto. ATTEST: CUMBERLAND COUNTY NATIONAL BANK AND TRUST COMPANY Page 4 COMMONWEALTH OF PENNSYLVANIA SS: COUNTY OF CUMBERLAND On this, the_~u~_~ day of_~~ 19~$, before me a Notary .~ublic, the undersigned officer, per- known to me (or satisfactorily proven) to be the persons whose names are subscribed to the within instrument, and acknowledged that they executed the same for the purpose themin contained. IN WITNESS WHEREOF, I have hereto set my hand and notarial seal. YI-LI$1:~J~oss, Notary Public Camp Hill, Cumberland Co., p~. My Commission Expire~ July 5, 197~ COMMONWEALTH OF PENNSYLVANIA .. COUNTY OF CUMBERLAND On this, the 5[, ~-%- day of_ ~ 197~ before me a Notary Public, the undersigned officer, ~rson- ally appeared~, ~,~Cl~ ~.~ , who ackn~ledged himself to be the~/c6 ~l~ of C~ER~ND CO~ NATIO~L BANK AND' ' ~UST CO~A~, a CorporatiOn,. and that he as such~,~ being authorized to do so, executed the foregoing inst~ment for the pu~ose therein contained by signing the name of the Corpora- IN WI~ESS ~E~OF, I hereunto set my hand and 0fficial seal. Camp Hill, Cumberland ~., p~. PN CBAb, K COURT OF COMMON PLEAS OF CUMBERLAND COUNTY PA ORPHANS' COURT DIVISION ESTATE OF MIRIAM B TROUP DECEASED LATE OF THE TOWNSHIP OF LOWER ALLEN FIRST AND FINAL ACCOUNT OF PNC BANK, NATIONAL ASSOCIATION EXECUTOR AND PROPOSED SCHEDULE OF DISTRIBUTION DATE OF DEATH AUGUST 5 2003 WILL NO. 21-0S-0663 LETTERS GRANTED AUGUST 12 2005 FIRST COMPLETE ADVERTISEMENT OF GRANT OF LETTERS SEPTEMBER 9 2005 ACCOUNTING AUGUST i2 2005 TO JULY Ia PURPOSE OF ACCOUNT: THE EXECUTOR OFFERS THIS ACCOUNT TO ACQUAINT INTERESTED PARTIES WITH THE TRANSACTIONS THAT HAVE OCCURRED DURING ITS ADMINISTRATION OF THE ESTATE. IT IS IMPORTANT THAT THE ACCOUNT BE CAREFULLY EXAMINED. REQUESTS FOR ADDITIONAL INFORMATION OR QUESTIONS OR OBJECTIONS CAN BE DISCUSSED WITH: PNC BANK, NATIONAL ASSOCIATION C/0 LINDA J LUNDBERG ASSISTANT VICE PRESIDENT P.O. BOX 308 CAMP HILL, PA 17001 TELEPHONE (717) 730-2265 WILLIAM L GRUBB ESQUIRE ~80~ GETTYSBURG ROAD CAMP HILL, PA 17011 TELEPHONE (717) 763-5580 6[:[d ZZ lnr PNCBAKK MIRIAM B TROUP 27-27-00q-$973157 SUMMARY AND INDE~ PRINCIPAL ~AGES RECEIPTS 3 - 5 4Sq,565.55 NET GAIN/LOSS ON CONVERSIONS q - q 2,298.17 ADJUSTED BALANCE ~36,86~.72 LESS DISBURSEMENTS DEBTS OF DECEDENT 5 - 5 q,O87.10- FUNERAL EXPENSES 5 - 5 225.00- ADMINISTRATIVE EXPENSES 5 - 7 8,100.55- FEDERAL AND STATE TAXES 7 - 7 1D,66q.25- FEES AND COMMISSIONS 7 - 7 27,882.00- FAMILY EXEMPTION TOTAL PRINCIPAL DISBURSEMENTS 5 - 7 50,958.90- BALANCE BEFORE DISTRIBUTIONS 585,9Dq.82 DISTRIBUTIONS TO BENEFICIARIES 8 - 9 520,022.00- PRINCIPAL BALANCE ON HAND 10 - 10 65,882.82 INVESTMENTS MADE CHANGES IN INVESTMENT HOLDINGS INCOME RECEIPTS I1 - 11 2,188.25 LESS DISBURSEMENTS 12 - 12 122.69- BALANCE BEFORE DISTRIBUTIONS 2,065.56 DISTRIBUTIONS TO BENEFICIARIES 15 - iS 1,800.00- INCOME BALANCE ON HAND lq - lq 265.56 COMBINED BALANCES REMAINING 66,1q8.S8 - 2 - ..c ADvmo.s (~ PNCBAN< MIRIAM B TROUP ~ECEIPTS OF PRINCIPAl 27-27-00q-5973157 INVENTORY FILED ON 5/03/04 PER COPY ATTACHED q3q,220.55 OTHER RECEIPTS 5/2~/0q SILVER SPRING AMBULANCE REFUND 545.00 TOTAL PRINCIPAL RECEIPTS q3~,565.55 .NC ADWSO.S PNCBAI",K MIRIAM S TROUP GAINS AND LOSSES ON SALES AND OTHER DISPOSITIONS 27-27-00q-3973157 pAIN LOSS 8/12/D5 5,659.098 UTS AMERICAN CENTURY TAX MGD VALUE FUND INV PROCEEDS: 51,18q.21 ACQUISITION VALUE: 30t565.91 620.50 8/12/03 I7,140.026 UTS BLACKROCK FUNDS PA TAX FREE INCOME PORTFOLIO FUND 59 INSTITUTIONAL CLASS PROCEEDS: 18q,083.88 ACQUISITION VALUE: 182~884.08 1,199.80 8/12/03 564.812 UTS CALAMOS GROWTH FUND CLASS A FD #606 PROCEEDS: 21,205.04 ACQUISITION VALUE: 21,287.76 84.72- 8/12/03 239.044 UTS FIDELITY ADVISOR SER I DIVIDEND GROWTH FD INSTL CL FOND #0717 PROCEEDS: 2,466.93 ACQUISITIDN VALUE: 2t414.54 52.59 8/12/05 1,4S7.726 UTS PRICE T ROWE GROWTH FUND INC FD #40 PROCEEDS: 31,268.22 ACQUISITION VALUE: 30~758.02 510.20 12/02/03 14 WILLIAM PENN DRIVE CAMP HILL PENNA PROCEEDS: 88,000.00 ACQUISITION VALUE: _88~000.00 .00 TOTAL GAINS AND LOSSES 2,582.89 84.72- LESS LOSS 84.72- NET GAIN 2,298.17 ..c ^Dv so.s PN£BAN< MIRIAM B TROUP DISBURSEMENTS OF PRINCIPAl 27-27-00q-5975157 DEBTS OF DECEDENT 8/11/05 BONNIE K MILLER TAX COLLECTOR 2005-200q PER CAPITA TAX 9.80- 8/11/05 PENNA AMERICAN WATER CO WATER SERVICE 11.20- 8/11/05 BONNIE K MILLER TAX COLLECTOR 2005-200q SCHOOL REAL ESTATE TAXES 1,051.76 LESS REFUND AT SALE 626.88 qOq.88- 8/26/05 PPL ELECTRIC UTILITIES SERVICE 51.81- 8/26/05 MESSIAH VILLAGE NURSING HOME CARE 5,551.00 EMS TRANSPORT 77.31 DRY CLEANING 15.20 5,fiq5.51- 8/28/05 UGI UTILITIES INC SERVICE 100.5q- 9/02/05 VERIZON PHONE SERVICE 8,56- 9/08/03 PNC BANK NATIONAL ASSOCIATION CHECKING ACCOUNT #51q0065079 ACCIDENTAL DEATH INSURANCE PREMIUM CHARGED IN CHECKING ACCOUNT 9.00- q/1S/Oq INTERNAL REVENUE SERVICE BALANCE 2003 LIFE PERIOD INCOME TAX 68.00- TOTAL DEBTS OF DECEDENT q,O87.1O- FUNERAL EXPENSES 10/27/05 ST JOHNS CEMETERY BURIAL SERVICES 200.00- 10/28/05 SUSAN K TROUP REIMBURSEMENT FOR CREMATION SOCIETY COSTS 25.00- TOTAL FUNERAL EXPENSES 225.00- ADMINISTRATIVE EXPENSES 8/19/05 WILLIAM L GRUBB REIMBURSEMENT FOR PROBATE COSTS 5q8,00- 9/16/05 REGISTER OF WILLS SHORT CERTIFICATES 6.00- .Nc ^ov,so.s PNCBAN( MIRIAM B TROUP pISBURSEMENTS OF PRINCIPAl 27-27-00q-$975157 9/25/05 L G CONNOR REAL ESTATE APPRAISERS APPRAISAL FEE RE REAL ESTATE $00.00- 9150105 S E S INSURANCE SERVICES INC INSURANCE PREMIUM 256.00 LESS REFUND 1/08/0~ 65.00 175.00- 10/29/0S GINGRICHS PLUMBING & HEATING REPAIRS RE LEAKING VALVES AND FAUCETS 256.0q- 11/05/05 CLAUDE C WOLFE & ASSOCIATES AUCTIONEER COMMISSION & EXPENSES - PERSONAL PROPERTY 1,950.95- II/iS/05 CLAUDE C WOLFE & ASSOCIATES APPRAISAL FEE RE PERSONAL PROPERTY 250.00- 12/02/05 EXPENSES RE SALE OF REAL ESTATE TRANSFER TAX 880.00- 12/02/05 LOWER ALLEN TOWNSHIP SEWER/TRASH SERVICE 1Gq. DA LESS REFUND 2~.fi5 129.59- 12/10/05 CLAUDE C WOLFE & ASSOCIATES AUCTIONEERS COMMISSION RE SALE OF REAL ESTATE 2,6q0.00- q/15/Oq WILLIAM L GRUBB INC REIMBURSEMENT FOR LEGAL ADVERTISING 180.75- q/29/0~ REGISTER OF WILLS FILING FEE RE PA INHERITANCE TAX RETURN 15.00- q/29/Oq REGISTER OF WILLS FILING FEE RE INVENTORY 16.00- PPL ELECTRIC UTILITIES SERVICE 9/25/05 $~.55- 10/27/05 28.61- 12/09/03 12.79- UGI UTILITIES INC 75.95- SERVICE 9/$0/03 27.71- 10/27/05 6.q9- 12/09/03 18.59- 52.59- ..c Aov so.s PNCBANK MIRIAM B TROUP DISBURSEMENTS OF PRINCIPAl 27-27-00q-$973157 PENNA AMERICAN WATER CO SERVICE 8/25/03 22.39- 10/15/03 10.68- 11/12/05 S9.18- 12/09/03 9.qS- D & F LAWNCARE 81.70- LAWN MAINTENANCE 9/03/03 65.60- 10/03/03 8~.80- 11/05/05 116.60- 7/12/0q RESERVE FOR COSTS OF 265.00- FILING ACCOUNT 500.O0- TOTAL ADMINISTRATIVE EXPENSES 8,100.55- FEDERAL AND STATE TAXES 11/0q/03 REGISTER OF WILLS PENNA INHERITANCE TAX ON ACCOUNT 10,000.00 LESS 5Z DISCOUNT 500.00 9,S00.00- ~/29/0q REGISTER OF WILLS BALANCE PENNA INHERITANCE TAX 1,16q.25- TOTAL FEDERAL AND STATE TAXES lO,66q.25- FEES AND COMMISSIONS 7/12/0~ WILLIAM L GRUBB ESQUIRE COUNSEL FEE ON ACCOUNT S/19/0q BALANCE 10,500.00- ?/12/Oq PNC BANK, NATIONAL ASSOCIATION EXECUTORS COMPENSATION 17,382.00- TOTAL FEES AND COMMISSIONS 27,882.00- TOTAL PRINCIPAL DISBURSEMENTS 50,958.90- ^owso.s PNCBAN MIRIAM B TROUP DISTRIBUTIONS OF PRINCIPAL TO BENEFICIARIES 27-27-00q-$975157 SUSAN K TROUP BEQUEST PER ITEM SECOND 12/05/03 PERSONAL PROPERTY 6,112.00- PETER E GOLDSTROM BEQUEST PER ITEM THIRD 9/15/03 CASH DISTRIBUTED 2,500.00- 9/17/05 2002 BUICK CENTURY SEDAN Ii,q10.00- 13,910.00- PNC BANK, NATIONAL ASSOCIATION TRUSTEE UNDER THE WILL OF MIRIAM B TROUP DECEASED TRUST FOR SUSAN K TROUP BEQUEST PER ITEM SIXTH 6/03/0~ CASH DISTRIBUTED 150,000.00- 150,000.00- SHIREMANSTOWN UNITED METHODIST CHURCH BEQUEST PER ITEM SIXTH (B) (I) 6/03/0q CASH DISTRIBUTED 50,000.00- 50,000.00- ST PAULS UNITED METHODIST CHURCH BEOUEST PER ITEM SIXTH (B) (2) 6/03/0q CASH DISTRIBUTED 50,000.00- 50,000.00- ..c ,Dwso.s (~ PN CBAF, K MIRIAM B TROUP DISTRIBUTIONS OF PRINCIPAL TO BENEFICIARIFS 27-27-OOq-3975157 AMERICAN HEART ASSOCIATION INC BEQUEST PER ITEM SIXTH (B) (5) 6/03/0q CASH DISTRIBUTED 50,000.00- 50,ODO.OO- TOTAL PRINCIPAL DISTRIBUTIONS 520,022.00- ~,.c aov~so.s (~ PNCBAIXK MIRIAM B TROUP PRINCIPAL BALANCE ON HANn 27-27-00q-3973157 VALUE ACQUISITION 7/12/0q VALUE INVESTED CASH 65,882.82 65,882.82 TOTAL PRINCIPAL 65,882.82 65,882.82 ..c ADV,SORS PNCBAN( MIRIAM B TROUP RECEIPTS OF INCOMF 27-27-004-$975157 INTEREST 8/11/05 PNC BANK NATIONAL ASSOCIATION SAVINGS ACCOUNT #5130072152 CLOSING INTEREST 9/08/03 PNC BANK NATIONAL ASSOCIATION CHECKING ACCOUNT #5140065079 CLOSING INTEREST 10/08/05 PRUDENTIAL FINANCIAL DEATH CLAIM POLICY #M52894945 CLOSING INTEREST 18.19 OTHER INCOME BLACKROCK FUNDS PA TAX FREE INCOME PORTFOLIO FUND 39 INSTITUTIONAL CLASS 9/02/03 143.38 9/02/03 94.55 BLACKROCK US TREASURY MM 237.71 INSTITUTIONAL CLASS FD #02 9/02/05 109.41 10/01/03 .16 10/01/05 165.82 11/05/03 .27 11/03/03 171.65 12/01/05 12/01/05 169.14 1/02/04 1/02/04 211.27 2/02/04 2/02/04 209.91 5/02/04 .62 5/02/04 202.08 4/01/04 .77 4101104 218.76 5/05/04 5/03/04 205.21 6/01/04 .91 6/01/04 199.44 7/01/04 .16 7/01/04 45.55 BLACKROCK LIQUIDITY FUNDS 1,913.28 TREASURY TRUST FUND ADMINISTRATION SHARES #N6 7/01/04 7/01/04 17.89 TOTAL INCOME 17.93 2,188.25 PNC ADVISORS PNCBAN< MIRIAM B TROUP DISBURSEMENTS OF INCOMF 27-27-00q-3973157 PNC BANK NATIONAL ASSOCIATION INCOME COMPENSATION 9/10/03 12.29- 10/10/03 11.05- ll/lO/03 10.32- 12/I0/03 10.17- 1/09/Oq 12.70- 2/10/0~ 12.65- 3/10/0~ 12.16- q/og/oq 13,17- 5/10/0~ 12.36- 6/10/0q 12.02- 7/09/0q 3.82- TOTAL INCOME DISBURSEMENTS 122.69- 122.69- ..c ^Dwso.s PNCBA1XK MIRIAM B TROUP DISTRIBUTIONS OF INCOME TO BENEFICIARIES 27-27-00q-$975157 ST PAULS UNITED METHODIST CHURCH 6/03/0~ CASH DISTRIBUTED 300.00- ~O0.O0- SHIREMANSTOWN UNITED METHODIST 6/03/0q CASH DISTRIBUTED 500.00- 300.00- AMERICAN HEART ASSOCIATION INC 6/03/06 CASH DISTRIBUTED 300.00- 300.00- PNC BANK, NATIONAL ASSOCIATION TRUSTEE UNDER THE WILL OF MIRIAM B TROUP DECEASED TRUST FOR SUSAN K TROUP 6/03/0q CASH DISTRIBUTED 900.00- 900.O0- TOTAL INCOME DISTRIBUTIONS 1,800.00- PNC ADVISORS O PNCBANK MIRIAM B TROUP BALANCE OF INCOME ON HAND 27-27-00q-3973157 VALUE ACQUISITION 7/12/0q VALUE INVESTED CASH 265.56 265.56 TOTAL INCOME 265.56 265.56 ..c ,ov~so.s~! PNCBAlXK 27-27-001-$975157 ESTATE OF MIRIAM B TROUP DECEASED (DIED 8/5/03) PNC ~BANK, NATIONAL ASSOCIATION : : EXECUTOR .NC ADWSO.S PNCBAN<, COMMONWEALTH OF PENNSYLVANIA : : SS COUNTY OF CUMBERLAND : LINDA J LUNDBERG BEING DULY AFFIRMED ACCORDING TO LAW DEPOSES AND SAYS THAT SHE IS AN ASSISTANT VICE PRESIDENT OF PNC BANK, NATIONAL ASSOCIATION, THE ACCOUNTANT NAMED IN THE FOREGOING ACCOUNT AND THAT THE SAID ACCOUNT IS JUST AND TRUE TO THE BEST OF HER KNOWLEDGE AND BELIEF AND THE GRANT OF LETTERS AND THE FIRST COMPLETE ADVERTISEMENT THEREOF OCCURRED MORE THAN FOUR MONTHS BEFORE FILING OF THE ACCOUNT AND THE DECEDENT WAS NOT ADJUDICATED INCOMPETENT AFFIRMED AND SUBSCRIBED TO BEFORE ME THIS /~'/~--DAY OF ~ ,<, ~, 200~ I' E~EBY C~RTIFY THAT I AM ~OT A DIRECTOR OR OFFICER OF PNC BANK, NATIONAL ASSOCIATION rJ PNCBAN< ESTATE OF HIRIAH B TROUP DECEASED (DIED 8/5/03) LATE OF TffE TOWNSHIP OF LOWER ALLEN CUMBERLAND COUNTY PA WILL Na 21-03-0663 COMMONWEALTH OF PENNSYLVANIA : SS COUNTY OF CUMBERLAND : LINDA J LUNDBERG ASSISTANT VICE PRESIDENT OF PNC BANK NATIONAL ASSOCIATION THE EXECUTOR OF THE ESTATE OF MIRIAM B TROUP DECEASED HAVING BEEN DULY AFFIRMED ACCORDING TO LAW DID DEPOSE AND SAY THAT THE ITEMS APPEARING IN THE FOLLOWING INVENTORY ARE PERSONAL ASSETS WHEREVER SITUATE AND REAL ESTATE IF ANY IN THE COMMONWEALTH OF PENNSYLVANIA OF SAID OECEDENT THAT THE VALUATION PLACED OPPOSITE EACH ITEM OF SAID INVENTORY REPRESENTS ITS FAIR VALUE AS OF THE OATE OF THE DECEDENTtS OEATH AND THAT THE DECEDENT OWNED NO REAL ESTATE OUTSIDE THE COMMONWEALTH OF PENNSYLVANIA EXCEPT THAT WHICH APPEARS IN A MEMORANDUM AT THE END OF THIS INVENTORY AFFIRMED AND SUBSCRIBED BEFORE ME : THIS /,~ // DAY OF ~/ 200q : PNC ADVISORS ~ PNCBAI~ MIRIAM B TROUP 27-27-004-397315 REAL ESTATE 14 WILLIAM PENN DRIVE CAMP HILL PENNA 88,000.0 MISCELLANEOUS 2002 BUICK CENTURY SEDAN ll,~lO.O PERSONAL PROPERTY 6,112.0 PNC BANK NATIONAL ASSOCIATION TRUSTEE UNDER THE AGREEMENT OF TRUST OF ROY E AND MIRIAM BOYD DATED 8/26/76 ASSETS HELD AS OF 8/S/05 (DATE OF DEATH) FUNDS 5,639.098 UTS AMERICAN CENTURY TAX MGD VALUE FUND INV @ 5.q200 30,563.91 17,1q0.026 UTS BLACKROCK FUNDS PA TAX FREE INCOME PORTFOLIO FUND $9 INSTITUTIONAL CLASS @ 10.6700 182,88q.08 564.812 UTS CALAMOS GROWTH FUND CLASS A FD #606 @ 57.6900 21,287.76 239.044 UTS FIDELITY ADVISOR SER I DIVIDEND GROWTH FD INSTL CL FUND #0717 @ lO.lO00 1,q57.726 UTS PRICE T ROWE GROWTH FUND INC FD @ 21.1000 S0,758.02 CASH PRINCIPAL CASH 29,99q.15 INCOME TO 8/05/03 27.57 CASH 297,929.82 PNC BANK NATIONAL ASSOCIATION SAVINGS ACCOUNT #5130072152 DATE OF DEATH BALANCE 17,891.9[ THE PATRIOT NEWS REFUND SUBSCRIPTION CANCELLATION 186.6f .NC ^DWSO.S PNCBANK MIRIAM B TROUP 27-27-004-397315 CONTINUED: CASH PNC BANK NATIONAL ASSOCIATION CHECKING ACCOUNT #5140065079 DATE OF DEATH BALANCE 3,005.06 INTEREST TO 8/5/05 .53 3,005.5 ALLSTATE INSURANCE CO HOMEOWNERS POLICY REFUND CANCELLATION 23.0 READERS DIGEST REFUND SUBSCRIPTION CANCELLATION 18.7, ALLSTATE INSURANCE COMPANY AUTOMOBILE INSURANCE POLICY REFUND CANCELLATION 191.71 HEARST CORPORATION REFUND GOOD HOUSEKEEPING SUBSCRIPTION CANCELLATION 7.q~ PRUDENTIAL FINANCIAL DEATH CLAIM POLICY #M52894943 FACE AMOUNT 1,000.00 ADDITIONAL INSURANCE 3,472.69 OTHER BENEFITS 234.00 q,706.6! HEARST CORPORATION REFUND REDBOOK SUBSCRIPTION CANCELLATION 7.3! MEREDITH PUBLICATIONS REFUND LADIES HOME JOURNAL SUBSCRIPTION CANCELLATION 28.6~ GROSS PROCEEDS OF SALE OF PERSONAL PROPERTY q,343.0[ COMMONWEALTH OF PENNSYLVANIA SURVIVOR ANNUITY PAYMENT 180.8~ CASH FOUND IN PURSE, WALLET 8 HOUSE 177.1~ TOTAL INVENTORY 434,220.5~ PROPOSED SCHEDULE OF DISTRIBUTION MIRIAM B. TROUP ESTATE Balance Remaining per First and Final Account $66,148 38_ The Administrator proposes to distribute the balance according to decedcnt's Last Will and Testament in thc lbllowing manner: In Satisfaction of Item Sixth(A): 1'o: PNC Bank, Trustee under will for benefit of Susan K. Troup One-half residue Cash $33.074.19 In Satisfaction of Item Sixth(B)(1): To: Shire~nanstown United Methodist Church One-third of One-half residue Cash $11.024.73 In Satisfaction of Item Sixth(B)(2): To: St. Paul's United Methodist Church One-third of One-half residue Cash $11.024.73 In Satisfaction of Item Sixth(B)(3): To: American Heart Association, South Central PA Chapter One-third of One-half residue Cash $11,024.73 Total $66,148.3~ IN RE: IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA ESTATE OF MIRIAM B. TROUP ORPHANS COURT DIVISION DECEASED WILL NO. 21-03-0663 PROOF OF PUBLICATION I hereby certify' that the Estate Notice of the granting of Letters Testamentary in the above captioned estate have been published for three (3) consecutive weeks in two (2) different publications of general distribution. The Proof of Publication of each publication is attached as Exhibit "A" and Exhibit "B". I verit~; that the statements made in this docnmcnt are true and correct. 1 understand that false statements herein are made subject to penalties of 18 Pa. C.S. § 4904, relating to unsworn falsification to attthorities. Date: - William L. Grubb, Esqui~' I.D. 72661 3803 Gettysburg Road Camp Hill, PA 17011 (717) 763-5580 PROOF OF PUBLICATION OF NOTICE IN CUMBERLAND LAW JOURNAL (Under Act No. 587, approved May 16, 1929), P, L. 1784 STATE OF PENNSYLVANIA .' .' SS. COUNTY OF CUMBERLAND : 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 atbrcsaid, was established January 2, 1952, and designated by the local courts as the official legal periodical for thc 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, viz: SEPTEMBER 5, 12, 19, 2003 Affiant further deposes that he is authorized to verify this stateincnt by the Cumberland Law Journal, a legal periodical of general circulation, and that hc is not interestcd in thc subject matter of the aforesaid notice or advcrtisement, and that all allegations in the foregoing statements as to time, place and charactcr of publication are true. Troup, Miriam B., dec'd. SWORN TO AND SUBSCRIBED before me this Late of New Cumberland. 19 day of SEPTEMBER. 2003 Executor: PNC Bank. N.A., Attn.: -- Linda Lundberg, P.O. Box 308, Camp Hill, PA 17001. ~ ~ Attorney: William L. Gmibb, Es quire. 3105 Old Gettysburg Road, / ' Camp Hill, PA 17011. I NOT~I~~q'2~EAL Y [ LOIS E. SNYDER, Notary Public [ [ Carlisle Boro, Cumberland County / My Commission Expires March 5, 2005 1 THE PATRIOT NEWS THESUNDAY PATRIOT NEWS Proof of Publication UnderAct No. 587, Approved May 16, 1929 Commonwealth of Pennsylvania, County of Dauphin} ss Joseph A. Dennison, being duly sworn according to law, deposes and says: That he is the Asst. Controller of The Patriot News Co., a corporation organized and existing under the laws of the Commonwealth of Pennsylvania, with its principal office and place of business at 812 to 818 Market Street, in the City of Harrisburg, County of Dauphin, State of Pennsylvania, owner and publisher of The Patriot-New~ and The Sunday Patriot-News newspapers of general circulation, printed and published at 812 to 818 Market Street, in the City, County and State aforesaid; that The Patriot-News and The Sunday Patriot-News were established March 4th, 1854, and September 18th, 1949, respectively, and all have been continuously published ever since; That the printed notice or publication which is securely attached hereto is exactly as printed and published in their regular daily and/or Sunday/ Metro editions which appeared on the 9th, 16th and 23rd day(s) of September 2003. That neither he nor said Company is interesied in the subject matter of said printed notice or advertising, and that all of the allegations of this statement as to the time, place and character of publication are true; and That he has personal knowledge of the facts aforesaid and is duly authorized and empowered to verify this statement on behalf of The Patriot-News Co. aforesaid by virtue and pursuant to a resolution unanimously passed and adopted severally by the stockholders and board of directors of the said Company and subsequently duly recorded in the office for the Recording of Deeds in and for said County of Dauphin in Miscellaneous Book "M", Volume 14, Page 317. COPY Sworn to~a,..~r~ subscribed before /methis 29th day. of Sep~mber 2003 A.D. Tern/L, Russe4L Notary Public .. ~/_ ' ~ Qty Of Hamsburg, 0auphin County I NO IARY PUBLIC SSYAT~NOI'~CE MyCommissionExpiresJune6,2006 ~ My commission expires June 6, 2006 Notice is hereby given that Letters Testa- ty, Pennsylvania, deceased, have been grant- WILLIAM LEWIS GRU BB ed fo said Estate are requested to make ATTORNEY-AT-LAW claims fo ~resent the same without delay to: 3105 OLD G ET1-YSBU RG ROAD Altn: Linde Lundberg CAMP HILL, PA. 17011 "0~W"""'"L'~ub"'~'"¢"O'dOe.,,bu.0.o.d Statement of Advertising Costs To THE PATRIOT-NEWS CO., Dr. For publishing the notice or publication attached hereto on the above stated dates $ 1 03.98 Probating same Notary Fee(s) $ 1.75 Total $ 105.73 Publisher's Receipt for Advertising Cost The Patriot News Co., publisher of The Patriot-News and The Sundav Patriot-News, newspapers of general circulation, hereby acknowledge receipt of the aforesaid notice and publication costs and certifies that the same have been duly paid. : IN THE COURT OF COMMON PLEAS OF IN RE: : CUMBERLAND COUNTY, PENNSYLVANIA ESTATE OF : MIRIAM B. TROUP : ORPHANS COURT DIVISION DECEASED 0663 WILL NO. : 21-03- PROOF OF SERVICE BY MAIL I hereby certify that a true and correct copy of the FIRST AND FINAL ACCOUNT OF PNC BANK, NATIONAL ASSOCIATION EXECUTOR and PROPOSED SCHEDULE OF DISTRIBUTION filed in the above matter, was served on John J. Dowling, Esquire, Deputy Attorney General, by prepaid, first class, certified mail, return receipt requested, at 14th Flr., Strawberry Square, Harrisburg, PA, 17120, on July 22, 2004. Addressee acknowledged receipt of the same on July 23, 2004, as shown by the return receipt card attached hereto as Exhibit "A". I verify that the statements made in this document are true and correct. I understand that false statements herein are made subject to penalties of 18 Pa. C.S. § 4904, relating to unsworn falsification to authorities. William L. Grubb, Esquire I.D. 72661 3803 Gettysburg Road Camp Hill, PA 17011 (717) 763-5580 ~ .... -- ~ 7003 2260 0002 1614 Exhibit "A" CONMONNEALTH OF PENNSYLVANIA BUREAU OF INDIVIDUAL TAXES DEPARTMENT OF REVENUE INHERITA~E T~ DIVISION DEPT. 280601 NOTICE OF INHERITANCE TAX ~RRISBURG, PA 17128-060] APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX DATE 06-21-200q ESTATE OF TROUP MIRIAM DATE OF DEATH 08-05-2005 FILE NUMBER 21 COUNTY CUMSERLAND LINDA J LUNDBERG ACM 101 PNC ADVISORS / Amount Remitted PO BOX $08 CAN? HILL PA 17001 MAKE CHECK PAYABLE AHD REMIT PAYMENT 1 REGISTER OF MILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17015 CUT ALONG THIS LINE ~ RETAIN LONER PORTION FOR YOUR RECORDS REV-1547 EX AFP COl-OS) NOT~CE OF INHERITANCE TAX APPRAISEMENT~ ALLONANCE OR '' DISALLONANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF TROUP MIRIAM B FILE NO. 21 05-0665 ACN 101 DATE 06-21- TAX RETURN NAS: ¢ X ~ ACCEPTED AS FILED ¢ ) CHANGED RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ON= ORIGINAL RETURN l. Real Estate (Schedule A) CI> 881000.00 NOTE= To lnsur~ 2. StocKs and Bonds CSchedule B) C2) .00 credit to your S. Closely Held Stock/Partnership Interest CSchedule C) (3) .00 submit the upp~ 4. Mortgages/Notes Receivable CSchadule D) C4) .00 of this form 5. Cash/Ban~ Deposits/Misc. Personal Property CSchedule E) C5) ~I~84.0~. tax payment. 6. Jointly O~ned Property CSchedula F) C6) ~1~000.00. 7. Transfers (Schedule G) C7) 297; 929 8. Total Assets (8) APPROVED DEDUCTZONS AND EXEMPTIONS; ~6,150,59 9. Funeral Expenses/Adm. Costs/Misc. Expenses CSchedule H) C9) LO. Debts/Mortgage Liabilities/Liens CSchedule I) CIO) ~09.~9 ~ il. Total Deductions (11) 12. Net Value of Tax Return 18~,61! ~ 1S. Charitable/Governmental Bequests; Non-elected 9115 Trusts (Schedule J) (13) (1~) 215,65~ 14. Net Value of Estate Sub,act to Tax NOTE: If an assessment was issued prevtouslv, lines 14, 15 and/or lg, 17, 18 and 19 ~:::': reflect figures that lnclude the total of ALL returns assessed to date. ~SSESSMENT OF TAX: O0 X O0 15. Amount of Line l~ at Spousal rate (15) ' = 16. Amount of L/ne Lq taxable at Lineal/Class A rate C16) 201,727~-x 045 = 9,07: 17. Amount of Line 1~ at Sibling rate C17) ..~0 X [~l~.~, = ' 18. Amount of L/ne L4 taxable at Collateral/Class B rate C18) 15'910.~00' X tg. Principal Tax Due C~?)= ll,l&J TAX CREDITS= PAYMENT RECEIPT DISCOUNT C+~ AMOUNT PAID DATE NUMBER INTEREST/PEN PAID (-) 11-05-2005 CD003204 500.00 9,500.00 05-0.$-200~ C000~890 .00 1,1&~.25 TOTAL TAX CREDIT I 11,1~q. BALANCE OF TAX DUE : INTEREST AHD PEN. TOTAL DUE * ~F PAID AFTER DATE INDICATED, SEE REVERSE C IF TOTAL DUE IS LESS THAN ti, HO PAYHENT IS REQUIRED :~ FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT'* CCR), YOU MA A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCT RESERVATION: Estates of decedents dying on or before December 12, 19az -- if any futura interest in the estate is transferred in possession or enjoyment to Class 8 (collateral) beneficiaries of the decadent after the expiration of any estate for life ar for years, the Commonaealth hereby expressly reserves the right to appraise and assess transfer Inheritance Taxes at the lawful Class B (collateral) rate on any such future interest. PURPOSE OF NOTICE: To fulfill the requirements of Section Il40 of the Xnheritanca and Estate Tax Act, Act Lr5 of ZOO0. (TZ P.S. Section 9140). PAYNENT: Detach the top portion of this Notice and submit with your payment to the Register of Nills printed on the reverse side. --Make check or money order payable to: REGISTER OF NZLLS, AGENT REFUND (CR): A refund of a tax credit, ahich was not requested on the Tax Return, may be requested by completing an "Application for Refund of Pennsylvania Inheritance and Estate Tax" (REV-1313). Applications ara available at the Office of the Register of Rills, any of the ~3 Revenue District Offices, or by calling the special Z4-hour ansaaring service for fores ordering: 1-800-36Z-Z050; services for taxpayers with special hearing and / or speaking needs: 1-800-447-3020 (TT only). OBJECTIONS: Any party in interest not satisfied aith the appraisement, a11owance, or disallowance of deductions, or assessment of tax (including discount or interest} as sheen on this Notice must abject within sixty (60) days of receipt of this Notice by: --written protest to the PA Department of Revenue, Board of Appeals, Dept. Z810Z1, Harrisburg, PA 171ZB-lOZ1, OR --election to have the matter determined at audit of the account of the personal representative, OR --appeal to the Orphans' Court. ADMIN- XSTRATIVE CORRECTIONS: FactuaI errors discovered on this assessment should be addressed in writing to: PA Department of Revenue, Bureau of Individual Taxes, ATTN: Post Assessment Review Unit, Dept. Z80601, Harrisburg, PA 17128-0601 Phone (717) 787-6505. See page 5 of the booklet "Instructions for Inheritance Tax Return for a Resident Decedent" (REV-1501) for an explanation of administratively correctable errors. DISCOUNT: If any tax due is paid aithin three (3) calendar months after the decadant's death, a five percent (SI) discount of the tax paid is allowed. PENALTY: The 15Z tax amnesty non-participation penalty is coeputad on the total of the tax and interest assessed, and not paid before January 18, 1996, the first day after the and 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: Interest is charged beginning with first day of delinquency, or nine (9) months and Dna (1) day from the date of death, to the date of payment. Taxes which became delinquent before January 1, 198Z bear interest at the rate of six (SI) percent per annum calculated at a daily rate of .000164. All taxes which became delinquent on and after January 1, 198Z ail1 bear interest at a rate which wiII vary from calendar year to calendar year aith that rate announced by the PA Department of Revenue. The applicable interest rates for 198Z through ZOO3 are: Interest Daily Interest Daily Interest Daily Year Rate Factor Yaa.~.r Rate Factor Year Rate Factor 198Z ZOZ .000548 1987 9Z .000Z47 1999 7Z .OO019Z 1983 16Z .000438 1988-1991 llZ .000301 ZOOO 8Z .O00Z19 1984 llZ .000301 1992 9Z .000247 ZOO1 9Z .OOOZ47 1985 132 .000356 1993-1994 7Z .00019Z ZOOZ 6Z .000164 1986 ZOZ .000Z74 1995-1998 9Z .000247 ZOO3 5Z .000137 --Interest is calculatad as follows: XNTEREST = BALANCE OF TAX UNPAXD X NUIfBER OF DAYS DELXNI~UENT X DALLY XNTEREST FACTOR --Any Notice issued after the tax becomes delinquent mill reflect an interest calculation to fifteen (15) days beyond the date of the assessment. If payment is made after the interest computation date shown on the Notice, additional interest must be calculatad. COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA ORPHANS' COURT DIVISION NO. ESTATE OF MIRIAM B. TROUP, DECEASED LATE OF THE TOWNSHIP OF LOWER ALLEN FIRST AND FINAL ACCOUNT OF PNC BANK, NATIONAl. ASSOCIATION EXECUTOR AND PROPOSED SCHEDULE OF DISTRIBUTION "- , DATE OF DEATH AUGUST 5, 2003 WILL NO. 21-03-0663 LETTERS GRANTED AUGUST 12, 2003 FIRST COMPLETED ADVERTISEMENT OF GRANT OF LETTERS SEPTEMBER 9, 2003 XVilliam L. Grubb, Esquire 3803 Gettysburg Road Camp Hill, PA 17011 I he~eb~ ce~l~ thatofWffit~ntt~ ~,no~v~a~tht~tja~fiiin~ this ~uM, and ~l~ ~ ~ Coo~ I.D. 72661 w~ t~ ~n~ wi~ ~ ' f~ c~~ ~ ~ ~ ~ ~y to rite o~offi~s to ~M ~t, h~ ~n gtv~ to ~ ~ ~ ~ evmY o~er person e~ ~ m t~ ~ c~im an known ~ ~ ~ inter~t ~ [~ o~am ~ heir or ~t ~ klm 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: tntRxJu.~ ~ ?eom, Date of Death: nuGus? 5 o 2003 Estate No.: 21-2003-0663 Pursuant to Rule 6.12 of the Supreme Court Orphans' Court Rules, I report the following with respect to completion of the administration of the above-captioned estate: 1. State whether administration of the estate is complete: Yes xx No 2. If the answer is No, state when the personal representative reasonably believes that the admifiistration will be complete: (date) 3. If the answer to No. 1 is yes, state the following: A. Did the personal representative file a final accou~?~Tith the court? Yes xx No . -- B. The separate Orphans' Court No. (if any) for the Personal c.~, .. ~. resentat~ve's account is: (Not Applicable in Dau_~hin County) C. Did the personal representative state an account informally? the parties in interest? Yes No :'"~' D. Copies of receipts, releases, joinders and approvals of form~-21 or informal accounts may be filed with the Clerk of the Orphans' Court and may be attached to this report. .PNC BANK, N.A. Date: September 27, 2004 By~_~~ Signat~gst. Vice Pres.'~ Trust Office~- Linda J. Lundberg, AVP Name (Please type or print) PO Box 308 Camp Hill PA 17001-0308 Address 717-730-2265 (MAH:rmt/AM3) Telephone No. Capacity: xx Personal Representative e.w.- so Counsel for Personal Representative