Loading...
HomeMy WebLinkAbout04-0425 PETITION FOR PROBATE and GRANT OF LETTERS Estate of Alvin G. Eekenrode No. ~-~ I - (~ ~ - L~.-~...~ also known as To: Register of Wills for the , Deceased. County of Cumberland in the Social Security No. 160-16-4513 Commonwealth of Pennsylvania The petition of the undersigned respectfully represents that: Your petitioner is 18 years of age or older and the executrix named in the last will of the above decedent, dated March 27, 1996 and codicil(s) dated None .. Decedent was domiciled at death in Cumberland County, Pennsylvania, with his last family or principal residence at 506 Linwood Street, New Cumberland Decedent, then 83 years of age, died April 11 ,2004, at Carlisle Hospital, Carlisle, Cumberland Coun _ty, Pennsylvania Except as follows, decedent did not marry, was not divorced and did not have a child bom or adopted aiter execution of the will offered for probate; was not the victim ora killing and was never adjudicated incompetent: None Decedent at death owned property with estimated values as follows: (IfdomiciJed in Pa.) All personal property $ 1,000 (If not domiciled in Pa.) Personal property in Pennsylvania $ N/A (If not domiciled in Pa.) Personal property in County $ N/A Value of real estate in Pennsylvania $100,000 situated as fbllows: 506 Linw0od Street, New Cumberland, Cumberland Coun _t3, WHEREFORE, petitioner respectfully requests the probate of the last will presented herewith and the grant of letters testamentary thereon. Doris J. Eck~fii'bde LentZ Abbottsown, ~ OATH OF PERSONAL REPRESENTATIVE COMMONWEALTH OF PENNSYLVANIA: :SS COUNTY OF CUMBERLAND : The petitioner above-named swears or affirms that the statements in the foregoing petition are true and correct to the best of the knowledge and belief of petitioner and that as personal representative of the above decedent petitioner will well and truly administer the estate according to law. Swom tooraffirmedandsubseribed : X ~;' (] ~ ~ - Forthe~~tl No. 2J-Ot~'- ~X.~ Estate of Alvin G. Eckenrode , Deceased DECREE OF PROBATE AND GRANT OF LETTERS AND NOW, ~ '%--~)1~3 ,20__(~r,in consideration of the petition on the reverse side hereof, satisfactory proof having been presented before me, IT IS DECREED that the instrument dated March 27, 1996, described therein be admitted to probate and filed of record as the last will of Alvin G. Eckenrode, and Letters Testamentary are hereby granted to Doris J. Eckenrode Lentz. Register of Wills'~ ~.~t~' C~j ~,k~'~ FEES Probate, Letters, Etc. $ ~2._~_~. ©c> William H. Andring, Eso_. Short Certificates $ .__~tD · ~ Attorney I.D. No. 26609 ~n x~,_~._~,~> $ \ D- - c>~ 234 North Street $ } ~ . <~ ~ Harrisburg, PA 17101 TOTAL $ C-~,<g--1. O~ (717) 234-4728 Filed L_~ _ ~ ID - c:,~,c~ c~ This is to certify that the information here given is correctly copied from an original certificate of death duly filed wi. th 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 ~ ~.~e ~- . 3~.~,~ r~ _~;~/~,,.--~' ~ Local Registrar No. ~ O O Date J Rev. ~a7 COMMONWEALTH OF PENNSYLVANIA · DEPARTMENT OF HEALTH · VITAL RECORDS CERTIFICATE OF DEATH Alvin G. Eckenrode ~a. maleJ~. 160 -- 16 -- 4513~l*-Aprtl 11, 2006 Cumberland ~. Carlisle ~.Carlisle Regional Medical Center I~.~.~ I,~ white Clerk ,~ Railroad ~t. I~a. 1~'~ j ~s Pennsylvania 506 Linwood Street ~ ~ NewCumberland, PA 17070 ~ ,~ Cumberland ~' ,~.~~ New Cumberland Alvin S. Eckenrode ~,,. Ethel N. Benner Doris Lentz ~ 7794 Camp Ernie Road, Abbottsto~, PA 17301 m~U ~ Ola,~. April 14, 2004 b,.~ast Harrisburg Cemetery I,,~usquehanna ~., PA 17109 ~':~~~=~'~;~'~" It~ ' I~~~ Parthe~ore FH & CS, Inc. ~(~ -~ I~- FD 012 848 L ~.O. Box 431~ New Cumherland~ PA 17070-0431 l~~- I' - ~' ~ ~ . / _t I~) r~) ~T ~ ~A~E~: i I~ ~ ~ I ~ i¢ . ~v. ~} I I I a al I I I I I~ ,~ ............... ~'~ I .......................................... u'. I --~ I ALVIN G. ECKENRODE I, ALVIN G. ECKENRODE, of New Cumberland Borough, Cumberland County, Pennsylvania, revoke my former Wills and Codicils and declare this to be my Last Will and Testament. ARTICLE I PAYMENT OF DEBTS AND EXPENSES A~ I direct that my just debts, funeral expenses and expenses of last illness be first paid from my estate. ARTICLE II DISPOSITION OF PROPERTY A. Residuary. I direct that my residuary estate be distributed in equal shares to my children: Barbara A. Jackle of Drexel Hill, PA; David G. Eckenrode of Mechanicsburg, PA; and Doris J. Lentz of Abbottstown, PA. If any of my children should predecease me, then his or her share shall be divided and distributed between his or her children in equal shares. ARTICLE III > NOMINATION OF EXECUTRIX ~ A. I nominate my daughter, Doris J. Eckenrode Lentz ofAbbottstown, P ~e,j~nsylvania, as the Executrix of my estate, to serve without bond. If such they dOes not s.c~.e for,any reason. I nominate David G. Eckenrode of Mechanicsburg, PA to serve as the Exe~3}ltor of my estate without bond. ARTICLE IV EXECUTRIX (OR) POWERS A. My Executrix(or), with respect to my estate, in addition to other powers and authority granted by law or necessary or appropriate for proper administration, shall have the following rights, powers, and authority without order of court and without notice to anyone. 1. Receive Assets. To receive, hold, maintain, administer, collect, invest and re-invest the estate and trust assets, and collect and apply the income, profits, and principal of the estate and trust in accordance with the terms of this instrument. Initials ~,__~, ;Date-~-'2__~ -C~ ~ 2. Receive Additional Assets. To receive additional assets from other sources, including assets received under the Wills of other persons. 3. Standard of Care. To acquire, invest, reinvest, exchange, retain, sell, and manage estate and trust assets, exercising the judgment and care, under the circumstances then prevailing, that persons of prudence, discretion and intelligence exercise in the management of their own affairs, not in regard to speculation but in regard to the permanent disposition of their funds, considering the probable income as well as the probable safety of their capital. Within the limitations of that standard, the Executrix(or) and Trustee are authorized to acquire and retain every kind of property, real, personal or mixed, and every kind of investment, specifically including, but not by a way of limitation, bonds, debentures and other corporate obligations, and stocks, preferred or common, that persons of prudence, discretion and intelligence acquire or retain for their o,~,,m account, even though not otherwise a legal investment for trust funds under the laws and statutes of the United States or the state under which this instrument is administered. 4. Retain Assets. To retain any asset, including uninvested cash or original investments, regardless of whether it is of the kind authorized by this instrument for investment and whether it leaves a disproportionately large part of the estate or trust invested in one type of property, for as long as the Executrix(or) or Trustee deems advisable. 5. Dispose of or Encumber Assets. To sell, option, mortgage, pledge, lease or convey real or personal property, publicly or privately, upon such terms and conditions as may appear to be proper, and to execute all instruments necessary to effect such authority. 6. Settle Claims. To compromise, settle, or abandon claims in favor of or against the estate or trust. 7. Manage Property. To manage real estate and personal property, borrow money, exercise options, buy insurance, and register securities as may appear to be proper. 8. Allocate Between Principal and Income. To make allocations of charges and credits as between principal and income as in the sole discretion of the Executrix(or) or Trustee may appear to be proper. 9. Employ Professional Assistance. To employ and compensate counsel and other persons deemed necessary for proper administration and to delegate authority when such delegation is advantageous to the estate or trust. 10. Distribute Property. To make division or distribution in money or kind, or partly in either, at values to be determined by the Executrix(or) or Trustee, and the judgment of either in such respect shall be binding upon all interested parties. 11. Enter Contracts. To bind the estate or trust by contracts or agreements without assuming individual liability for such contracts. Initials ~- ;Date'S' 2---'t. ~ C~ (C) 2 12. Exercise Stock Ownership Rights. To vote, execute proxies to vote, join in or oppose any plans for reorganization, and exercise any other rights incident to the ownership of any stocks, bonds or other properties of the estate or trust. 13. Duration of Powers. To continue to exercise the powers provided in this Article notwithstanding the termination of the trust until all the assets of the trust have been distributed. 14. Tax Retums. To file any income tax return for any year in which suchjoinder is permitted by law and to pay all or such ratable share of any taxes as is deemed proper, and to consent to any gifts made by my Spouse during my lifetime as having been made one-half by me for the purpose of any gift tax law, and the exercise of such authority shall be binding and conclusive on all persons. 15. Compensation. To receive reasonable compensation for their services under this Will. ARTICLE V MISCELLANEOUS PROVISIONS A. Paragraph Titles and Gender. The titles given to the paragraphs of this Will are inserted for reference purposes only and are not to be considered as forming a part of this Will in interpreting its provisions. All words used in this Will in any gender shall extend to and include all genders and in numbers when the context or facts so require, and any pronouns shall be taken to refer to the person or persons intended regardless of gender or number. B. Five Day Survival Requirement. For the purposes of determining the appropriate distributions under this Will, no person or organization shall be deemed to have survived me, unless such person or entity is also surviving on the fifth day after the date of my death. C. Beneficiary Disputes. If any bequest requires that the bequest be distributed between or among two or more beneficiaries, the specific items of property comprising the respective shares shall be determined by the such beneficiaries if they can agree, and if not, by my Executrix(or). D. I instruct my personal representative to pay all estate and inheritance taxes assessed against property in my estate or against my beneficiaries shall be paid out of my residuary estate as part of the expense of the administration of my estate. Initials O'~x~ .; Date~/2-~7 / ~(~ 3 IN~sWlTI~SS WHEREOF, I have subscribed my name below, this ,,7,(~ day of ,1996. Alvin G. Eckenrode We, the undersigned, hereby certify that the above instrument, which consists of five pages, including this page, was signed in our sight and presence by Alvin G. Eckenrode (the "Testator"), who declared this instrument to be his Last Will and Testament and we, at the Testator's request and in the Testator's sight and presence, and in the sight and presence of each other, d° hereby subscribe our names and addresses as witnesses on the date shown above. Witness Signature: ~~L~~x~~'~,~-~'----- Witness Name: Randall L. Hartman 905 Hawthorne Avenue Mechanicsburg, PA 17055 Witness Signature: ~~~ //~h~- Witness Name: Dd ,[,~,~~. Witness Address: t~t,l ~> ~) ~t~~ c(~) Initials ~ ;Date'S- 2_"-/- Cf ¢ 4 AFFIDAVIT STATE OF PENNSYLVANIA, COUNTY OF CUMBERLAND, ss: Before me, the undersigned, on this day personally appeared Alvin G. Eckenrode, Randall L. Hartman, and ~) ,~,\ ~o~v~ ~-. t00~ ,oo.~.~. , known to me to be the Testator and the witnesses, respectively, whose names are signed to the foregoing instrument. All of these persons were first duly sworn by me. Alvin G. Eckenrode, the Testator, declared to me and to the witnesses, in my presence, that the foregoing instrument is the Testator's Will and that the Testator willingly signed and executed such instrument (or expressly directed another person to sign the instrument for the Testator in the Testator's presence) in the presence of the witnesses, as the Testators free and voluntary act for the purposes expressed in the instrument. Each of the witnesses declared in the presence and hearing of the Testator that the foregoing instrument was executed and acknowledged by the Testator as the Testator's Will in their presence and that they, in the Testator's presence, hearing and sight and at the Testator's request, and in the presence of each other, did subscribe their names to the instrument as attesting witnesses on the date of the instrument. The Testator, at the time of the execution of such instrument, was of full age, of sound mind, and the witnesses were sixteen years of age or older and otherwise competent to be witnesses. Alvin G. Eckenrode, Testator Subscribed, swom to and acknowledged before me by Alvin G. Eckenrode, the Testator; and subscribed and sworn before me by Randall L. Hartman, .~and LID ,[[ ,o.~A. '-~. ]k)~ , witnesses, this~x~r--~day of ~~x..__ , 1996. Notary Public, or other officer authorized to take and certify acknowledgements and administer oaths { Notarial Seal I Jill A. Gillette, Notary Public I Lemoyne Bore, Cumberland County I My Commission Expires March 6, 2000 Member, Penns'vlvania A$$c~¢iati,'q of Cumberland County - Register Of wills Hanover and High Street Carlisle, PA 17013 Phone: (717)240-6345 Date: 08/02/2004 ANDRING WILLIAM H 234 NORTH STREET HARRISBURG, PA 17101 RE: Estate of ECKENRODE ALVIN G File Number: 2004-00425 Dear Sir/Madam: It has come to my attention that you have not filed the Certification of Notice Under Rule 5.7 (a) in the above captioned estate. As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES, NO. 103 SUPREME COURT RULES DOCKET NO. 1, for decedents dying on or after July 1, 1992, the personal representative or his counsel, within ten (10) days after giving proper notice to the beneficiaries and intestate heirs as required by subdivision (a) of Rule 5.7, shall file with the Register of wills or Clerk of the Orphans' Court his/her Certification of Notice. This filing will become delinquent on 08/09/2004 Your prompt attention to this matter will be appreciated. Thank You. Sincerely, GLENDA FARNER STP~ASBAUGH Clerk of the Orphans' Court cc: File Personal Representative(s) Judge Cumberland County - Register Of wills Hanover and High Street Carlisle, PA 17013 Phone: (717)240-6345 Date: 08/02/2004 LENTZ DORIS J ECKENRODE 7794 CAMP ERNIE RD ABBOTTSTOWN, PA 17301 RE: Estate of ECKENRODE ALVIN G File Number: 2004-00425 Dear Sir/Madam: It has come to my attention that you have not filed the Certification of Notice Under Rule 5.7 (a) in the above captioned estate. As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES, NO. 103 SUPREME COURT RULES DOCKET NO. 1, for decedents dying on or after July 1, 1992, the personal representative or his counsel, within ten (10) days after giving proper notice to the beneficiaries and intestate heirs as required by subdivision (a) of Rule 5.7, shall file with the Register of wills or Clerk of the orphans' Court his/her Certification of Notice. This filing will become delinquent on 08/09/2004 Your prompt attention to this matter will be appreciated. Thank You. Sincerely, GLENDA FARNER STRASBAUGH Clerk of the Orphans' Court cc: File Counsel Judge CERTIFICATION OF NOTICE UNDER RULE 5.6(~) Name of Decedent: ~ )¥~e~ ~. ~-~Cv3 ~c~ C Date of Death: ~- ~ O~ Will No. ~ -- ~ ~ ~ Admin. No. To ~e Register: I ce~fy ~at nofce of ~n~ei~ ~te~0 es~ ad~st~on required by Rule 5.6(a) of ~e O~h~s' Co~ Rules w~ se~ed on or m~led to *e following beneficiaries Of ~e above-captioned estate on ~ ~ ]~ ~ 6~ : N~e Ad.ess Notice has now been given to all persons entitled thereto under Rule 5.6(a) except Signature Name '"~6f'O~ ~-'-. L-~M'c"L.. } ~_~.~c..~ Address ~ ~ Capacity: ~Personal Representative Counsel for personal representative COMMONWEALTH O SA 7 28-060 REV' 1 500 ~~ PENNSYLVANIA I I ~j~ DEP~ 280601 jINHERITANCE TAX RETURN RESIDENT DECEDENT _ 04 0425 DECEDENTS N~E (~ST. FIRS~ AND MIDDLE INiTf~) S~IAL SECURI~ NUMBER Alvin G. Eckenrode 160-16-4513 DATE OF DEA~ (MM-DD-Y~R) DA~ OF GIRTH (MM-DD-Y~R) THIS RETURN MUST BE FILED IN DUPLICATE WITH THE 04/11/2004 04/16/1920 REGISTER OF WILLS [~F APPLIC~LE SUR~IVrNG SPOUSE'S ~ME (~sT ~IRST ~D M~DDLE ~NmAL) S~IAL SECUR~ NUMBER . ~ 10riginalRetum ~ 2. Supplemen~lRetum ~ ~ Umi~d Estate ~ 4~ F~re r~te~e~ Compmmi~ <d~=~ o~,h ~ ~2-~ ~> ~ 5 Federal Es~te Tax Return Required ~ 6 Decedent Di~ Testate (A~c~ ropy of W,H~ ~ 7 De~ent Ma~ntain~ a Uving Trust (A~c~ m~y c~T~) 0 8 Total Numar of Safe Deposit Boxes ~ 9 LdigaUon Pr~eeds R~iv~ ~ 10 Spousal Pove~ Cr~it ~,a~e ~f death ~ ~-3~-9~ a~ ~-~-95) NAME COMPLETE MAILING ADDRE~ William H. Andring, Esq. FIRM N~ME (~f~p~i~e) 234 Nodh Street Harrisburg, PA 17101 T~LEPHO~E NUMBER (717) 2~728 1 Real Estate (Schedule A) (1) 117,000.00 2 Stocks and Bonds (Schedule B) (2) 31,421.80 3 C~osely Held Co,craYon. Pa~emhip or Sole-Propdetomhip 4 Uo~ages & Notes Receivab~ (Schedule D) (4) 5 Cash. Bank De~si~ & Mis~llaneous Pemonal Pro~ (5) J 6,268.13 (Sch~ute E) 6 Jointly O~ed Prope~ (S~ute F) (6) 19,108.07 ~ Separate Billing Request~ 7 Inter-~vos TransCem & M~scellaneous NomProbate Prope~ (7) 0.00 (Schedule G or L) 8 To~l Gr~s Assets (total Lines I~7) {~) 183,798.00 9 Funeral Expenses & Administrative Cos~ (ScheduJe H) (9) 18,282.77 10 Debts of Decedent, MoAgage Ua~Jities, & Liens (Sch~ule I) (¢0) 2,~6.65 11 Total Deductions (total Lines 9 & 10) (11) 20,329.42 12 Net Value of Estate (Line 8 minus Line 1~) (12) 163,468.58 13 Charitable and ~vemmental Bequest/Sec 91~3 Trusts for which a~ electio~ to tax has not been (13) made (Schedule J) -, 0.00 14 Net Value Subject to Tax (Line 12 minus Line 13) (~4) 163,468.58 SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE ~TES 5. Amount Ct L~ne 14 ~xable at the s~usal ~x rate. or transfers under S~ 9116 (a)(12) x .0 (15) 16 Amounto~Line 14~xableatlinealrate 163,468.68 x o 45 ~6) 7,356.09 7~ ~ount of Line 14 taxable at sibt~ng rate x !2 (~7) 18 Amount of Line 14 taxable at collateral rate x 15 7,356.09 , ~ ~ SE SU~ TO ~S~E ~ ~E~ ONCE :SIDE ~ RECHECK ~TH < < Decedent's Complete Address: STREET ADDRESS 506 Linwood Street J Cl~YNew Cumberland I STATEpA I ZIP17070 Tax Payments and Credits: 1. Tax Due (Page 1 Line 19) 2. Credits/Payments (1} 7,356.09 A. Spousal Poverty Credit B Prior Payments C Discount 3. Interest/Penalty if applicable Total Credits ( A + B + C ) (2) 0.00 D. Interest E. Penalty Total InterestJPenalty ( 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 I Line 20 to request a refund 5. If Line 1 + Line 3 is greater than Line 2, enter the difference This is the TAX DUE. (5) 7,356.09 A. Enter the interest on the tax due. (SA) 0.00 B. Enter he otal of Une 5 + SA. This is the BALANCE DUE. (SD) 7,356.09 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 a. retain the use or income of the property transferred; [] [] b. retain the right to designate who shall use the properly transferred or its income; ......................................... [] [] c. retain a eve s onary interest', or . .......... [] [] d. receive the promise for life of either payments, benefits or care? ................................................... [] [] 2 If death occurred after December 12, 1982, did decedent transfer property within one year of death without receiving adequate consideration? ........................... . ............ [] [] 3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death? [] [] 4. Did decedent own an individual Retirement Account, annuity, or other non-probate property which contains s beneficary desgna on? IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN, SIGNATURE ~F"'PERSON RE§PONS~BLE FOR FILING RETURN DATE .5..] ~.-x~' ~' ' ~f-~,.-.,-''~ ' 10/22/04 ADDRESS ,:~'~ (; 7794 Camp Ernie Road, Abbottstown, PA .ADDRES~(_~C/~.SIGNATURE F PREPARER O/~_.._~NTATIVE_/' DATE 10/22/04 234 North Street, Harrisburg, PA 1/'~01 For dates of death on or after July 1, 1994 and before January 1, 1995, he tax rate imposed on he ne va ue 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 exemot a transfer to a surviwng spouse from tax, and the statutory requirements for disclosure of assets and filing a tax return are still applicable even if the surviving spouse is the only beneficiary. For dates of death on or after July 1, 2000: The tax rate imposed on the net value of transfers from a deceased child twenty-one years of age or younger at death to or for the use of a natural parent, an adoptive parent, or a stepparent of the child is 0% [72 P.S. §9116(a)(1 2)]. The tax rate imposed on the net value of transfers to er for the use of the decedent's lineal beneficiaries is 4.5%~ except as noted in 72 PS §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 f2% [72 PS §9116(a)(13)] A sibling is defined, under Section 9102, as an individual who has at least one parent in common with the decedent, whether by biood or adoption. REV-1502 EX+ (6-! SCHEDULE A OOMMONWE^LTH OE ENNSYL¥^N*^ REAL ESTATE INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER Alvin G. Eckenrode 21-04-0425 All real property owned solely or as a tenant in common must be reported at fair market value. Fair market value is defined as the price at which property would be exchanged between a wilJing buyer and a willing seller, neither being compelJed to buy or sell both having reasonable knowredge of the relevant facts Real property which is jointly.owned with right of survivorship must be disclosed on Schedule F ITEM NUMBER DESCR~PTION VALUE AT DATE OF DEATH f 506 Linwood Street, New Cumberland, Cumberland County, Pennsylvania. 117,000.00 Single family dwelling purchased by decedent and his wife in 1957 Property sold on 6/24/04 for fair market value of $117,000.00. Copy of Agreement attached. TOTAL (AIso enter on line 1, Recapitulation) $ 117,000.00 (If more space s needed, insert additional sheets of the same size) REV-1503 EX+ (6-~ '~ SCHEDULE B OO~'~ONWEALTH OF,~ENNaYL\,AN,^ STOCKS & BONDS INHERITANCE TAX RETURN RESIDENT OECEDENT ESTATE OF Alvin G. Eckenrode FILE NUMBER 21-04-0425 All p~,~,iy jointly-owned with right of survivorship must be disclosed on Schedule F ITEM NUMBER DESCRIPTION VALUE AT DATE OF DEATH 1 Met Life, Inc. Mutual Fund, 33 Shares, #59156R10 1,106.72 2. Columbia FDS TR V PA Inter Mun Bd Fd CI B, 951.05 Shares, #19764L380 3. Primerica #203946962 - Smith Barney Managed Muni A, 511.236 Shares 8,051.97 4. Primerica #203946962- Smith Barney Capital Preservation A, 1110.443 Shares 12,714.57 TOTAL (Also enter on ~ine 2, Recapitulatior $ 31,421.80 (Il more space is needed, insert additional sheets of the same size) REV-1508 EX+ (6~98 COMMONWEALTH OF PENNSYLVANIA I CASH, BANK DEPOSITS, & MISC. ' N 'R~RS~ ~NNCTE ~T~E%~UT" U J PERSONAL PROPER~ 'ESTATE OF Alvin g. Eckenmde FILE NUMBER 21-04-0425 Include the proceeds of litigation and the date lhe proceeds were received by the estate All pmpe~ jointly~wned with right of su~ivo~hip must be disclosed on Schedule F. ITEM NUMBER DESCRIPTION VALUE AT DATE OF DEATH 1. PNC Bank Account ~5130158765 8,372.88 2. Commerce BankAc~unt~513206052 4,89525 3. Misc. Household Furnishings 3,000.00 TOTAL (Also enter on line 5, Recapitulation) $ 16,26813 (If more space is needed, insert additional sheets of the same size) REV-1509 EX+ (6-9 SCHEDULE F COMMONWEALTH OF PENNSYLVANIA JOINTLY-OWNED PROPERTY INHERITANCE 'TAX RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER Alvin G. Eckenrode 21-04-0425 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 Doris J. Lentz 7794 Camp Emie Road, Abbottstown, PA 17301 Daughter JOINTLY-OWNED PROPERT' I LETTER DATE DESCRIPTION OF PROPEF~TY !6 OF DATE OF DEATH 06/01/1997 Commerce Bank Account ~16160619 38,216.14 50 19,108.07 TOTAL (Also enter on line 6, Recapitulation) I $ 19,108.07 REV-1510 EX+ (6-9 SCHEDULE G COMMONWEALTH OF PENNSYLVANIA INTER-VIVOS TRANSFERS & INNERITANCE TAX RETURN MISC. NON-PROBATE PROPERTY RESIDENT DECEDENT ESTATE OF Alvin G. Eckenrode FILE NUMBER 21-04-0425 This schedule mus~ be completed and flied if the answer ~o any of questions 1 through 4 on the reverse sid DESCRIPTION OF PROPERTY ITEM INC2UD~ T~ NAME O~' TP, E TRANSFEREE, mBR RELATiONS~Ip TO DECEDENTANO DATE Of DEATH % OF DECD'S EXCLUSION TAXABLE NUMBEF THE ~)ATE OF TRANSFER ATT^CH A CO~Y O¢ THE D~£D FOR REAL ESTATb VALUE OF ASSET INTEREST i~¢ ^P~uc~.~ VALUE ~ Primerica SBI Appreciation portfofio ~916416 9,624,72 100 9,624.72 0C 2. Primerica SBI Aggressive Growth Portfolio #9916416 11,218.81 100 11,218.81 0.0 3. Primerica SBI Fundamental Value Portfolio #9916416 10,434.92 100 10,434.92 0.0, All three accounts are individual retirement annuities payable at the decedent's death in equal shares to his three children, listed in Schedule J. 100 100 100 TOTAL (Also enter on line 7 RecapituJation) $ 0.0~) /r~ ~,. ~pace is needed, insert adddional sheets of the same size) SCHEDULE H COMMONWEALTH OF PENNSYLVANIA FUNERAL EXPENSES & INHERITANCE TAX RETURN ADMINISTRATIVE COSTS RESIDENT DECEDENT ESTATE OF FILE NUMBER Alvin G. Eckenrode 21-04-0425 Debts of decedent must be reported on Schedule [. ITEM NUMBEF DESCRIPTION A. FUNERAL EXPENSES: AMOUNT 1 Parthemore Funeral Home 6,863.52 B. ADMINISTRATIVE COSTS: 1. Personal Representative's Commissions Name of Personal Representa~ive(s) Doris J. Lentz 6,000.00 Social Secudty Number(s)/EIN Number of Personal Representative(s) 178-38-2595 StreetAddress 7794 Camp Ernie Road city Abbottswone State PA Zip 17301 Year(s) Commission Paid: 2004 2. Attorney Fees 4,000.00 3 Family Exemption: (If decedent's address is not the same as c~aimant's, attach explanation) Qaimant Street Address City State Zip Relationship of Claimant to Decedent 4 Probate Fees 287.00 5. Accountant's Fees 6. Tax Return Preparer's Fees ?. Hetrick Construction - Radon Test 1,080.00 8. Cumberland County Recorder of Deeds 40.50 9 Commerce Bank - check fees 11.75 TOTAL (Also enter on line 9, Recapitulation) $ 18,282.77 (Jr more space is needed, inser( additional sheets of the same size) REV-1512 EX+ (12~3/ "~ r SCHEDULE I [ COMMONWEALTH OF PENNSYLVANIA DEBTS OF DECEDENT, 'NHER(TANCETAXRETUF~N MORTGAGE UABIUTIES, & UENS RESIDENT DECEDENT ESTATE OF FILE NUMBER Alvin G. Eckenrode 21-04-0425 ~. Misc. utility bills 350.74 2. West Shore Emergency Medical Services 147.91 3. Church of God Retirement Community, Carlisle, PA 1,548.00 TOTAL (Also enter on line 10, Recapitulation) $ 2,046.65 more space is needed, insed a(Jddional sheets of the same size) REV-1513 EX+ SCHEDULE J COMMONWEALTH OF PENNSYLVANIA BENEFICIARIES INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Alvin G. Eckenrode FILE NUMBER 2'1 ~04-0425 RELATIONSHIP 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 distribulions, and transfers under Sec 9116 (a) (1 2)] 1. Barbara A. Jackle, 4205 Berry Avenue, Drexel Hill, PA 19026 Daughter 0.33 2. David G. Eckenrode, 611 Wayne Drive, Mechanicsburg, PA 17050 Son 0.33 3. Doris J. Lentz, 7794 Camp Ernie Read, Abbottstown, PA 17301 Daughter 0.33 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 B, CHARITABLE AND GOVERNMENTAL D~STRIBUTIONS TOTAL OF PART II - ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET 0.O0 (If more space is needed, insert additional sheets of the same size) ALVIN G. ECKENRODE I, ALVIN G. ECKENRODE, of New Cumberland Borough, Cumberland County, Pennsylvania, revoke my former Wills and Codicils and declare this to be my Last Will and Testament. ARTICLE I PAYMENT OF DEBTS AND EXPENSES A. I direct that my just debts, funeral expenses and expenses of last illness be first paid from my estate. ARTICLE II DISPOSITION OF PROPERTY A. Residuary. I direct that my residuary estate be distributed in equal shares to my children: Barbara A. Jackle of Drexel Hill, PA; David G. Eckenrode of Mechanicsburg, pA; and Doris J. Lentz of Abbottstown, PA. It'any of my children should predecease me, then his or her share shall be divided and distributed between his or her children in equal shares. ARTICLE lm NOMINATION OF EXECUTRIX .4. I nominate my daughter, Doris J. Eckenrode Lentz of Abbottstown, Pennsylvania, as the Executrix of my estate, to serve without bond. If such they does not serve for any reason, I nominate David G. Eckenrode of Mechanicsburg, PA to serve as the Executor of my estate without bond. ARTICLE IV EXECUTPaX (OR) POWERS A. My Executrix(or), with respect to my estate, in addition to other powers and authority granted by law or necessary or appropriate for proper administration, shall have the following rights, powers, and authority without order of court and without notice to anyone. 1. Receive Assets. To receive, hold, maintain, administer, collect, invest and re-invest the estate and trust assets, and collect and apply the income, profits, and principal of the estate and trust in accordance with the terms of this instrument. Initials ~ ;Date' -Z 'q ~ 2. Receive Additional Assets. To receive additional assets fi.om other sources, including assets received under the Wills of other persons. 3. Standard of Care. To acquire, invest, reinvest, exchange, retain, sell, and manage estate and l~ust assets, exercising the judgment and care, under the circumstances then prevailing, that persons of prudence, discretion and intelligence exercise in the management of their own affairs, not in regard to speculation but in regerd to the permanent disposition of their funds, considering the probable income as well as the probable safety of their capital. Within the limitations of that standard, the Executrix(or) and Trustee are authorized to acquire and retain every kind of property, real, personal or mixed, and every kind of investment, specifically including, but not by a w~y of limitation, bonds, debentures and other corporate obligations, and stocks, preferred or common, that persons of prudence, discretion and intelligence acquire or retain for their own account, even though not otherwise a legal investment for trust fiands under the laws and statutes of the United States or the state under which this instrument is administered. 4. Retain Assets. To retain any asset, including uninvested cash or original investments, regardless of whether it is of the kind authorized by this instrument for !nvestment and whether it leaves a disproportionately large part of the estate or trust invested m one type of property, for as long as the Executrix(or) or Trustee deems advisable. 5. Dispose of or Encumber Assets. To sell, option, mortgage, pledge, lease or convey real or personal property, publicly or privately, upon such terms and conditions as may appear to be proper, and to execute all instruments necessary to effect such authority. 6. Settle Claims. To compromise, settle, or abandon claims in favor of or against the estate or trust. 7. Manage Property. To manage real estate and personal property, borrow money, exercise options, buy insurance, and register securities as may appear to be proper. 8. Allocate Between Principal and Income. To make allocations of charges and credits as between principal and income as in the sole discretion of the Executrix(or) or Trustee may appear to be proper. 9. Employ Professional Assistance. To employ and compensate counsel and other persons deemed necessary for proper administration and to delegate authority when such delegation is advantageous to the estate or trust. 10. Distribute Property. To make division or distribution in money or kind, or partly in either, at values to be determined by the Executrix(or) or Trustee, and the judgment of either in such respect shall be binding upon all interested parties. l 1. Enter Contracts. To bind the estate or trust by contracts or agreements without assuming individual liability for such contracts. Initials ~ ~ Date'S- ~---/-. ~ C~/O 2 12. Exercise Stock Ownership Rights. To vote, execute proxies to vote, join in or oppose any plans for reorganization, and exercise any other fights incident to the ownership of any stocks, bonds or other properties of the estate or trust. 13. Duration of Powers. To continue to exercise the powers provided in this Article notwithstanding the termination of the trust until all the assets of the trust have been distributed. !4. Tax Returns. To file any income tax return for any year in which such joinder is permitted by law and to pay all or such ratable share of any taxes as is deemed proper, and to consent to any gifts made by my Spouse during my lifetime as having been made one-half by me for the purpose of any gi_R tax law, and the exercise of such authority shall be binding and conclusive on all persons. 15. Compensation. To receive reasonable compensation for their services under this Will. ARTICLE V MISCELLANEOUS PROVISIONS A. Paragraph Titles and Gender. The titles given to the paragraphs of this Will are inserted for reference purposes only and are not to be considered as forming a part of this Will in interpreting its provisions. All words used in this Will in any gender shall extend to and include all genders and in numbers when the context or facts so require, and any pronouns shall be taken to refer to the person or persons intended regardless of gender or number. B. Five Day Survival Requirement. For the purposes of determining the appropriate distributions under this Will, no person or organization shall be deemed to have survived me, unless such person or entity is also surviving on the fitch day after the date of my death. C. Beneficiary Disputes. If any bequest requires that the bequest be distributed between or among two or more beneficiaries, the specific items of property comprising the respective shares shall be determined by the such beneficiaries if they can agree, and if not, by my Executrix(or). D I instruct my personal representative to pay all estate and inheritance taxes assessed against property in my estate or against my beneficiaries shah be paid out of my residuary estate as part of the expense of the administration of my estate. Initials O'~$~"x~ ; Date~/~"~/? ~ 3 , 1996. Alvin G. Eckenrode We, the undersigned, hereby certif3, that the above instrument, which consists of five pages, including this page, was signed in our sight and presence by Alvin G. Eckenrode (the "Testator"), who declared this -instrument to be his Last Will and Testament and we, at the Testator's request and in the Testator's sight and presence, and in the sight and presence of each other, d° hereby subscribe our names and addresses as wimesses on the date shown above. Witness Signature: ~.~-----'- Wimess Name: Randall L. Hartman 905 Hawthorne Avenue Mechanicsburg, PA 17055 Witness Signature: ~~~ Witness Name: Witness Address: ~13 O ~e~,~0.~ ~) Initials C~C.; Date3- 2..-'~ - ~ ¢ 4 STATE OF PENNSYLVANIA, COUNTY OF CUMBERLAND, ss: Before me, the undersigned, on this day personally appeared Alvin G. Eckenrode, Randall L. Hartman, and 90,~\~o,,~--_ IQO%eao,v~_ , known to me to be the Testator and the witnesses, respectively, whose names are signed to the foregoing instrument. All of these persons were first duly sworn by me. Alvin G. Eckenrode, the Testator, declared to me and to the witnesses, in my presence, that the foregoing instrument is the Testator's Will and that the Testator willingly signed and executed such instrument (or expressly directed another pe~on to sign the insuument for the Testator in the Testatotas presence) in the presence of the witnesses, as the Testatmas flee and volun~pj act for the purposes expressed in the instrument. .Each oft, he witnesses declared in the presence and hearing of the Testator that the foregoing Instrument was executed and acknowledged by the Testator as the Testator's Will in their presence and that they, in the Testator's presence, hearing and sight and at the Testatotas request, and in the presence of each other, did subscribe their names to the instrument as attesting witnesses on the date of the instrument. The Testator, at the time of the execution of such instrument, was of full age, of sound mind, and the witnesses were sixteen years of age or older and otherwise competent to be witnesses. Alvin G Eckenrode, Testator Subscribed, swom to and acknowledged before me by Alvin G. Eckenrode, the Testator; and subscribed and sworn before me by Randall L. I-Iartman, _ ,,and LA) .[[ u:xa~ "-~-". Jk)~ , witnesses, this~ -~-day of vl~x~-_~,.._ ,1996. Notary Public, or other officer authorized to take and certify acknowledgements and administer oaths Nola~ial Seal dill A. ~liolie, Notary Publio Lemoyne Bore, Cumberland I My Commission Expires March fl, 2000 AGREEMENT FOR SALE OF REAL ESTATE THIS AGREEMKNT, made the 24tn day of June, 2004, between Doris J. Eckenrode Lentz, Executrix of the Estate of Alvin G. Eckenrode, of the first part~ and Barbara A. Jackle and Donald F. Jackle, husband and wife, of Drexel Hill, Pennsylvania, of the second part, as follows, to wit: The said party of the first part agrees to sell and convey to the said parties of the second part, who agree to purchase, ALL THAT CERTAIN lot or piece of ground with the improvements thereon erected, known as 506 Linwood Street, New Cumberland, Cumberland County, Pennsylvania, on the terms and conditions following, to wit: The parties agree that the value of the said property is $117,000.00. The said parties of the second part agree to pay for the said property the sum of $78,000.00 at the signing of this Agreement, representing the amount of the value of the interests in the property of Doris Eckenrode and David Eckenrode pursuant to the Will of Alvin G. Eckenrode, and hereby acknowledge and agree that remaining value of the property in the amount of $39,000.00 represents the interest of Barbara A. Jackle in the property pursuant to the will of Alvin G. Eckenrode, and that this transfer shall constitute a payment or distribution of a part of the distributive share of Barbara Jackle in the Estate of Alvin G. Eckenrode in the amount of $39,000.00. The premises are to be conveyed free and clear of liens, encumbrances and easements. Possession is to be given at the time of settlement. IN WITNESS WHEREOF, the said parties have hereunto set their hand and seals the day and year first above written. SIGNED, SEALED AND DELIVERED IN THE PRESENCE OF : (SEAL) : ~----~~ (SEAL) PENNSYLVANIA RECEIVED FROM: INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT NO. CD 004690 LENTZ DORIS J ECKENRODE 7794 CAMP ERNIE RD ABBOTTSTOWN, PA 17301 ACN ASSESSMENT AMOUNT CONTROL NUMBER 101 $7,356.09 ESTATE INFORMATION: SSN: 160 16 4513 FILE NUMBER: 2104 0425 DECEDENT NAME: ECKENRODE ALVIN G DATE OF PAYMENT: 12/03/2004 POSTMARK DATE: 12/03/2004- COUNTY: CUMBERLAND DATE OF DEATH: 04/11/2004 TOTAL AMOUNT PAID: $7,356.09 REMARKS: LENTZ DORIS J CHECK# 107 INITIALS: SK SEAL RECEIVED BY: GLENDA FARNER STRASBAUGH REGISTER OF WILLS REGISTER OF WILLS COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE CF NOTICE OF INHERITANCE TAX 'APpRAISEHENT, ALLOWANCE OR DISALLDWANCE , -OF DEDUCTIDNS AND ASSESSHENT DF TAX *' r.--"nr"f',>-:"" BUREAU OF INDIVIDUAL TAXri.-:I..jl..)1 ':L..::.:) INHERITANCE TAX DIVISION PO BOX 280601 HARRISBURG PA 17128-0601 REV-1541 Ell AFP (l2-0~l "" "1..1'. 19 [.;(j 201" I~~' 0' U: J ,i',,:; L'I 01-25-2005 ECKENRODE 04-11-2004 21 04-0425 CUMBERLAND 101 DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY ACN ALVIN G C\_E~:::< C';:- 0",. "',.: !,,\'" ,I '",'" AND1~~GESQ ST WILLIAM H 234 NORTH HBG Allount Re..itted PA 17101 MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~ ~W :rAW"IY-,"'P-"CB1"."6!')""NO't"I"CE"OF"'i:'N'HErt"I"flil'CE"TA'X-A'I5'j5~AYSEM€NT~""Ai:LoWANCE"oii"------"-"""""""" DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF ECKENRODE ALVIN G FILE NO. 21 04-0425 ACN 101 DATE 01-25-2005 ( X) CHANGED SEE ATTACHED NOTICE TAX RETURN WAS, ) ACCEPTED AS FILED RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. Real Estate (Schedule AJ 2. Stocks and Bonds [Schedule B) 3. Closely Held stock/Partnership Interest (Schedule C) 4. Mortgages/Notes Receivable (Schedule DJ 5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) 6. Jointly Owned Property (Schedule F) 1. Transfers (Schedule G) 8. Total Assets 117.000.00 31.421.80 .00 .00 16.268.13 19.108.07 31.278.45 (8) NOTE: To insure proper credit to your account} submit the upper portion of this form with your tax PRyment. ll) (2) (3) (4) (5) (6) (71 215,076.45 APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expenses/Adm. Costs/Hisc. Expenses (Schedule H) 10. Debts/Hortgage Liabilities/Liens (Schedule I) 11. Total Deductions 12. Net Value of Tax Return 13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) 14. Net Value of Estate Subject to Tax 18,282.77 (9) llO) 2.046.65 lll) ll2) ll3) ll4) ?D.3?9 4? 194,747.03 .00 194,747.03 NOTE: I~ an assessment was issued previously, lines 14, 15 and/or 16, 17, 18 and 19 will re~lect ~igures that include the total o~ ALL returns assessed to date. ASSESSMENT OF TAX: 15. Amount of Line 14 at Spousal rate (15) 16. Amount of Line 14 taxable at Lineal/Class A rate (16) 11. Amount of Line 14 at Sibling rate (11) 18. Amount of Line 14 taxable at Collateral/Class B rate (18) 19. Principal Tax Due TAX CREDITS: ,00 X 00 = .00 194,747.03 X 045 = 8,763.62 .00 X 12 = .00 .00 X 15 = .00 ll9)= 8,763.62 rft.".", .. '+J AHDUNT PAID DATE NUHBER INTEREST/PEN PAID 1-) 12-03-2004 CD004690 .00 7,356.09 INTEREST IS CHARGED THROUGH 02-09-2005 TOTAL TAX CREDIT 7,356.09 AT THE RATES APPLICABLE AS OUTLINED ON THE BALANCE OF TAX DUE 1,407.53 REVERSE SIDE OF THIS FORM INTEREST AND PEN. 10.08 TOTAL DUE 1,417.61 . IF PAID AFTER DATE INDICATED, SEE REVERSE FDR CALCULATIDN OF ADDITIONAL INTEREST. IF TDTAL DUE IS LESS THAN $1, NO PAYHENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR)} YOU HAY BE DUE A REFUND. SEE REVERSE SIDE DF THIS FORH FDR INSTRUCTIONS.) 5,~ q..; REV.1410EX (6-8~) . INHERITANCE TAX EXPLANATION OF CHANGES COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES PO Box 280601 HARRISBURG PA 17128-0601 DECEDENTS NAME FILE NUMBER REVIEWED BY ACN 2104-0425 101 Eckenrode, Alvin G. Daniel Heck ITEM SCHEDULE NO. G All EXPLANATION OF CHANGES The Department cannot directly bill the beneficiaries of these accounts as the decedent's Will article V item D states, I instruct my personal representative to pay all estate and inheritance taxes assessed against property in my estate or against my beneficiaries shall be paid out of my residuary estate as part of the administration of my estate. ROW Page 1 ~~g~~ l:"O~....G) ~~~1i tUg~o~ ~ID "l"l l-'ttJ8~i':: -JID ....2 olOOl:"ttJ l-' ol:"::<l Vol ';aID ~ ID ttJ ;Il""dOlOD ~o~,g% u,' ~ ~ ~ S O";<"so ~ NO ",;:l tfQOO~~~ ""dg;:lOI>' ';P-09-:I""''r"l'';:: _-$.";'01:>' ;:. ~~~ N e.U""d "" ~ " b ,...j~S ~ ~ ~ .-' (/'J -;: ~ ~. 0> % ~ Z'J ;:: ~. . !::1 "' '" c::> c: ( " p '" ~ -, 3 0 .:::- '" <..0 ~ '" ~ .. m ...,..**.....** ..- f" ~ ~r ."'JfSr~ ':~~ ". 1 ~ Jo.) ^_ r ~r - d' ~ C' iOP", ,l" . If", ( 0 ~ ' .;::' - ~ , "d' -.J ~ ~ ~ ' ~ ! i\ -' -- = " ! 70 . II I~~ d)~ ',,11';;;' i~i R.'J -- - -- ,j" ! ~~ :"1 I \. '.~, - v '.J , -., ...~ ..~,'~'", r'''''1; .. .fi"...., "';1': l f1:, . I "~'.t . " 'd , ; , ,r '~ ;..........~.,"...~- ~: ~ " o ?- " o ~ o ~ 'i " .- .. ~ ~ "'- "0 "'a % \. t:. .. -:E J; ~ ,. ".. ~ .. '::. - ,;, "J.. "6 -SO~ .--"0 ~ ~ s 0 o ID '1i:.... ?' ~o.. c. "a- 8) III % " ~ ~ 0 a ~ ul -%O~ 0- 0 'l' -;;;~ ~ ..:;,;,;....~ ~o... .. ~ ~ -613 -0 ~ , 0 ~~. - .;; ~ 0- z,~ ""' s '6 .. . ':tu,. ~ ~.... .& 0.- i ~o - ""' e>- ... ... 0... 0 "J.. "" "0 s.~ ""' ':).0 ~ CD: ' ~~ G) 0,... ~ci' ,... 4~ 1ii ?"-o "'-0 ~ ~~ ''6> ~ E ~"~ a ~~t. ~ '&'~!f ~ -0" ~o o .:..c. go o G) uJl- o 0 '&. ~ ... ~ ? ~ ~ '0 % '" ~ a ~ e>- n -;; % 1 -0 ~ ~ 'if, -6 ~ o - '6 ".. "s ""i .- :&,0,... u~g .13;0 ?-... . -a.s~ ... 'S at--- -i ~ ~~ ... c:.".,.... S J'.0~t:::.- " - en -"'l ~ -6 13 " a: !>;. ~ ~ " ... ::J:"CI-ltl' C .0% C -I ~tIlIf'i ::::a IooIOlOm >> l;:lX~ >- r- CN. C 0 :t: N :E ~:i!i 0 Z "''''... Gl ... '" .... ..,= Gl ... ... >"";! .... -I ... ~ X Z ... 0 :t: Z .... ~ =.... ... 0 >> N ~< = ~~ '" '" "" , -< = ~ ~c: r- :t: :t: 0,.. ... ~ z... Z VI ]> .... '" -< Z ,.. t:I X '" m .... '" Z Gl , "'ll ]> ITl VI .... .c> ..... .... ., eo '" .... -I ,.. >> .. ... 0.. n Z ..... ,.. 0 r- 0.... "" 0 men t:l"" OmZ "'0 :E ~zo '" m.... "'Z ., ....Z.... >>:E ........n .,'" 0_ m -I>> ." Z 0 ",,..0 ""r- ., ...... "'-I ,..... Z::I: -I U!;;! ... -I 0 "" tn ,,"'.... t:l ,..:c 0 ~..F!i: 0" Z >> 10'" J:io.(I) )>>0 " :0< zcr-~ -I en..".... ." " '" m .... 0 ZITI -, '" tlli~ .,'" ., nn '" n ....' "'Z ]>c ITl -<z 0 1'1 z n <Z < "''''' Gl ::I: C" mom "'''' '" Z.... 0 ...... .... "" 0 ...."'.... Z< c: ....1Tl VI n att:l " ,..,.. Cr- :a VI'" -< :0< "'''' 0'" X "'< ... ... ITl .,>> ...... >> 0 ., 1Tl]>'" ." -I ....'" Z '" z >> ::I: ,..,.. ... n t:l0 < ,.. XZ >> "'ll "T1 lii s n 0 ]> n 0 ....nN eo lTleo m :a c eoC.... ... n.... to 0 :E r- , ...."" .... '" .. , :0< , III .... n ... ... eo .... ITlN ..... 0 ... >> <I'. .. ITl ... .... Z'" eo C VI Z . '" , , '" , t:l '- s r- eo N ON .... '" ~. .. '" -< .. ]> ... eo t:leo ., .. Z Neo ITl eo '" . t:I "'... '" :t: D- O "" c:: ... VI -I ITl ." >> ]> ~ < "" ... '" < Z .... . -I Z . -I 0 ; .. Gl . . ~ I/. . .... ~ . ~,i .... ~ Ill.... i ~ j.. 't5~ ...... .0 . " 11- . . . .O'I'~ i .5e~ .'- " ... . . . o 0 . . ~!~ 0." ~o' " ~'; ~ . ,- ." . ~i9: .51 'Ii o g 0 ."" ao" 11-5 a ,- . 71~ 1..... 00 . III ",1J.f. l+-d1i:ldl ,...... +' . . 0 I III <11-- I.... , o . 0 N.... 1Ill.. 1ItI>+- Ill:! "'10 " .... .11- o ,. ~~~-a l..~ t a H~~ 0.... Ill'" ,.. C ,,~iO <\I~ j.. Gl . ." :1lOz:.~ !~~~ .....~ j..... (OGS o U 1II 1,. ~$ \i Ii8'% .. .... "'~!:lIllo 1Il''''~ ,,0 . ~. .. . . . ..... &0<<,0 ~e~"" ,,0 0 .....1..... ~~2~ . .... . . . ~~O! ,o.,tP l/I c....... u.\.... ~ at ~ ... , , \ \ - COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIOUAL TAXES DEPT. 280601 HARRISBURG, PA 17128-0601 AEV-1162 EX(11-96) RECEIVED FROM: PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT ANDRING WilLIAM H 234 NORTH STREET HARRISBURG, PA 17101 nnnn fold ESTATE INFORMATION: SSN: 160-16-4513 FILE NUMBER: 2104-0425 DECEDENT NAME: ECKENRODE ALVIN G DATE OF PAYMENT: 03/07/2005 POSTMARK DATE: 02/1 5/2005 COUNTY: CUMBERLAND DATE OF DEATH: 04/11/2004 NO. CD 005032 ACN ASSESSMENT CONTROL NUMBER AMOUNT 101 I $1,417.61 I I I I I I I I TOTAL AMOUNT PAID: REMARKS: CHECK# 110 SEAL INITIALS: JA RECEIVED BY: REGISTER OF WILLS $1,417.61 GLENDA FARNER STRASBAUGH REGISTER OF WillS BUREAU OF INDIVIDUAlTAXts INHERITANCE TAX DIVISION PO BOX Z80601 HARRISBURG PA 171Z8-0601 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE INHERITANCE TAX STATEMENT OF ACCOUNT '* REV-1607 EX AFP (03-05) : ~J Li' DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY ACN 04-04-2005 ECKENRODE 04-11-2004 21 04-0425 CUMBERLAND 101 Allount Rellitted ALVIN G WILLIAM1t ANDRING ESQ 234 NORTH ST HBG PA 17101 MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 NOTE: To insure proper credit to your account, subllit the upper portion of this forll with your tax paYllent. CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~ .......................................~........................................................................ REV-1607 EX AFP (03-05) ~~~ INHERITANCE TAX STATEMENT OF ACCOUNT KKK ESTATE OF ECKENRODE ALVIN G FILE NO. 21 04-0425 ACN 101 DATE 04-04-2005 THIS STATE"ENT IS PROVIDED TO ADVISE OF THE CURRENT STATUS OF THE STATED ACN IN THE NA"ED ESTATE. SHOWN BELOW IS A SUMMARY OF THE PRINCIPAL TAX DUE, APPLICATION OF ALL PAY"ENTS, THE CURRENT BALANCE, AND, IF APPLICABLE, A PROJECTED INTEREST FIGURE. DATE OF LAST ASSESSMENT OR RECORD ADJUSTMENT: 01-25-2005 PRINCIPAL TAX DUE: 8,763.62 PAYMENTS (TAX CREDITS): PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID DATE NUMBER INTEREST/PEN PAID (-) 12-03-2004 CD004690 .00 7,356.09 02-15-2005 CD005032 6.75- 1,417.61 TOTAL TAX CREDIT 8,766.95 BALANCE OF TAX DUE 3.33CR INTEREST AND PEN. .00 IF PAID AFTER THIS DATE, SEE REVERSE TOTAL DUE 3.33CR III SIDE FOR CALCULATION OF ADDITIONAL INTEREST. ( IF TOTAL DUE IS LESS THAN $1, NO PAY"ENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CRl, YOU "AY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FOR" FOR INSTRUCTIONS. l nS,L STATUS REPORT UNDER RULE 6.12 Name of Decedent: f\\VI'" G. ~ae.-"n.~lL Date of Death: L\- \ l \ \ ~4 Will No.: C lk ~ 5"3 ~::t Admin. No.: ~'I e.. ~ ;2.~y - O(J4)...~- PP\ h" < ~ "). \ - I,) 4- -l) I..\)..,f' Pursuant to Rule 6.12 of the Supreme Court Orphans' Court Rules, I report the following with respect to completion of the administration of the above-captioned estate: 1. State whether administration of the estate is complete: Yes ~ No 0 2. lfthe answer is No, state when the personal representative reasonably believes that the administration will be complete: 3. lfthe answer to No.1 is Yes, state the following: a. Did the personal representative file a fmal account with the Court? Yes No 0 b. The separate Orphans' Court No. (if any) for the personal representative's account is: c. Did the personal representative state an account informally to the parties in interest? Y es ~ NoD c. Copies of receipts, releases, joinders and approval of formal or informal accounts may be filed with the Clerk of the Orphans' Court and may be attached to this report. Date: ~I (J.,{ Signa9h~ J ~ ?o.1.; s -y- L~. 2- Name {l't~ ~GI\.l'e ~ZJ Address .L\b\o","*~ (l'a..- (1 s~, , i ;v "( ,"\ - \.c;'33 - 9.:u. y Telephone No. ~I __ oJ -'-~' . -~-.;-'\........., . .v '_~apaclty: 129- Personal ReDresentative o Counsel for-personal representative & \1 tU U: : \..J "~I"~ \ \'Y: (flu'V 1 (LJV'" '" j~y!j~C; 't FIRST ACCOUNT OF DORIS J. ECKENRODE LENTZ, EXECUTRIX For EST A TE OF ALVIN G. ECKENRODE, Deceased Date of Death: Date of Executrix's Appointment: Accounting for the Period: April 11, 2004 April 30, 2004 April 30, 2004 to November 15,2004 Purpose of Account: Doris J. Eckenrode Lentz, Executrix, offers this account to acquaint interested parties with the transactions that have occurred during her administration. The account includes a proposed distribution of the estate. The account is further being offered for the purpose of facilitating a partial distribution of the assets of the estate at the present time, with a final distribution of the remaining assets to be made in accordance with the proposed distribution contained herein subsequent to the payment of all remaining estate taxes, federal and state estate income taxes, the personal income taxes of the decedent, and any other amounts which may be properly due and owing as debts of the decedent or of the estate. It is important that the account be carefully examined. Requests for additional information or questions or objections can be discussed with: William H. Andring, Esq. 234 North Street Harrisburg, PAl 71 0 1 (717) 234-4728 ,. r SUMMARY OF ACCOUNT Receipts: $180,798.00 Less Disbursements: $ 22.239.50 Balance to be Distributed to Beneficiaries: $158,558.50 Less Distribution to Beneficiaries: 39.000.00 Balance: $119,558.50 RECEIPTS OF PRINCIPAL Realty: 506 Linwood Street, New Cumberland, PA* $117,000.00 Stocks & Bonds: Met Life, Mutual Fund, 33 Shares Columbia Inter Mun Bd Fnd, 951.05 Shares Smith Barney Muni A, 511.236 Shares** Smith Barney Cap Pres A, 1110.443 Shares** $ 1,106.72 9,548.54 8,051.97 12.714.57 $ 31,421.80 Cash & Bank Deposits: PNC Bank Account Commerce Bank Account Commerce Bank Account*** $ 8,372.88 4,895.25 19.1 08.07 $ 32.376.20 TOTAL RECEIPTS OF PRINCIPAL $180,798.00 *The amount of $78,000.00 was received at closing, with the remaining amount of $39,000.00 constituting a partial distribution of her share of the estate to Barbara A. JackIe. **These amounts represent accounts managed by Primerica. The amounts are due and owing to the estate, but have not yet been received by the estate. ***This amount is the estate's share ofan account held jointly in the names of the decedent and Doris J. Lentz at the time of the decedent's death. . DISBURSEMENTS OF PRINCIPAL Debts of Decedent: Utility Bills West Shore Emergency Med. Services Church of God Retirement Community $ 350.74 147.91 1.548.00 $ 2,046.65 Administrative Expenses: Probate Fees Hetrick Construction, Radon Test Cumberland County Recorder of Deeds Commerce Bank, Check Fees $ 287.00 1,080.00 40.50 11.75 $ 1,419.25 Federal and State Taxes: Register of Wills, Estate Tax $ 8,773.70 Fees and Commissions: Doris J. Eckenrode, Executrix Fee William H. Andring, Esq., Attorney's Fee $ 6,000.00 4.000.00 $ 10.000.00 TOTAL DISBURSEMENTS OF PRINCIPAL $ 22,239.50 DISTRIBUTION OF PRINCIPAL TO BENEFICIARIES Barbara A. JackIe $ 39,000.00 PROPOSED DISTRIBUTION TO BENEFICIARIES Pursuant to Article II of the Will of Alvin G. Eckenrode, the estate is to be distributed in equal shares to his children: Barbara A. JackIe, David G. Eckenrode, and Doris J. Lentz. The amount of$39,000.00 has been distributed to Barabara A. JackIe. At the present time, the amount of $90,000.00 will be distributed as follows: Barbara A. JackIe David G. Eckenrode Doris J. Lentz $ 4,000.00 43,000.00 43,000.00 A final distribution of the remaining assets will be made in accordance with the proposed distribution contained herein subsequent to the payment of all remaining estate taxes, federal and state estate income taxes, the personal income taxes of the decedent, and any other amounts which may be properly due and owing as debts of the decedent or of the estate. ., DORIS J. ECKENRODE LENTZ, Executrix under the Last Will and Testament of ALVIN G. ECKENRODE, deceased, hereby declares that she has faithfully discharged the duties of her office, and that the foregoing First Account is true and correct and fully discloses all significant transactions occurring during the accounting period. Q~-,~ WILLIAM H. ANDRING, ESQUIRE ATTORNEY AT LAW 234 NORTH STREET HARRISBURG, PENNSYLVANIA 17101 TELEPHONE: (717) 234-4728 FAX: (717) 234-4739 February 15, 2005 Doris J. Lentz Re: Estate of Alvin G. Eckenrode Dear Doris: Enclosed are copies of a Receipt, Refunding and Indemnification Agreement and a First Account for the Estate of Alvin G. Eckenrode. Also enclosed are packets to be sent to Dave and Barbara. Please review the First Account carefully, to see if there are any errors. If not, please sign the copies in the packets for Dave & Barbara, and mail the packets out to them. Also, please sign one copy and mail it to me. The forms call for a distribution of $90,000.00 at this time, with $43,000.00 each going to you and to Dave, and $4,000.00 going to Barbara (which, including the $39,000.00 from the house, brings her total distribution to $43,000.00). I believe that there is enough money in the account to cover this. Ifnot, let me know. I have also received a letter from Primerica. If you have any questions about any of these matters, please feel free to contact me. Very truly yours, f ,/ I .. I i i/i.r--~'. .- WILLIAM H. ANDRING Ca\.l(--+ 6~ ~1'\M.~'\' \') \Xs'-S ~)~Ao...~ ~~ \ ~Jt'..~Y~',j<U,-\,-",- Ke.... " C:;\c&e..- of o\~"""-""\. ~ C'--.x--\ 'D~'i , S-".,,- ri\'-'\...... G-. (~'-\('U\"'<C.c~Q..) d~_c_t:.- "_ '; L.A Cl '4, -, \.. -. ,.:L..) ~ '* c... \ c '> ",,-v,,-- C;. +- \=. ':s-\ <':':"~'L \-\ L \.. <0'-""'\ s ;.....~ ?(-'~'''_\ ~..:';, \;)'-'..{ '> "-~"--~ o~ k~ '..... ~::-..\')'(\J,.'--y ~ \ ,::>'0~.;- \ ~~ ",,\:) --\-T-,,3";,',~,-,",\:',,;; .\r:. -\.-~\.'- "'\."-L..... woe..<"~ -\~\\"\ ().)..._~ ~(\.'\('"'~~ cf ---\\....~ 0.2.0(:;,'-\ \\f\.Lt.>\"<'--L. --\.'t~_.,~...lLS (.),....0 e.s~~ --\....~u\ \he v..s,\<\t,.,<(""':)\' C~Il...sl.... G:-LL~~ ~ '.:::."-~.::..s:;,:... ~ '\':::.l \. '--\'\5. c", '5 l-D --\\-.Q...Z" e..,.tJ'.........:..--\ s,~'-"-ve... ",,-. -v..""\'"L '<~~"""-'~.......''''''~) ~"",<.:::"..,-~ \,.....~....... \~..s\<.:::.~ ().. L L. c '..>->......-lr-- . -\\"-~ '-'>......h-'t..X"" '::.\'<.~"'~\ ~~(,. G-.'Y\i:.~<::. -\\..~ ~\ \...."......s \"'l\C<:'''-. ~","~ ~ Co", \> \-0;-e..... e-\ c -~ "'-V'~ (j,\. 4A-,; '> e...sk....\- ~ \ ", &- -\~:"'.r ~(;..,...,... ~.- o-..<r-..~ ~-.c..:...-\- .-1-\....\') -: 'S <L-- \e. "JG.....\ ) \J ~''"'~'-,-() ~u-"".......<u.~, c. ~. ,:B~~Q L.. O~ "::>'oC':f' {'- ,,,,--\{<i:-.., .- ~ 'Dc~ "Ij91~o ,~. - ;,". , ,C (\" ) ~tt '-'~ ~ N,\\"",,- \ \e.~ C'~~S''-\>~'>''\\''-''0 ~v->~\,:,) \ '?C."'0';)\VC'-"''''- . K'C' ~~-\o..~,- a-\- (j'4 \>C"",,-,,' ':" ~....A- "s) ~" ,.) ,'"" f\ \ -.: :. \... Cs... ~ c....V.;,;:" ",\. ,y).. 'L- ) de.S..C:_i_'). Q.~'X (Y-\ -" '\. _ ,'}.Q",\ :::: Lc) 'iJ.... ('t.E 0;:0- Ie) m~ I\Cc 0 \..\. tJ'\ Sh'-c <:.... \,c-'C"~,~_\ "-.\ ~ \>'-'-'l'Sc,"",,-,~ c:..Jf.;.~""";::'.5 ,,,,- ~h.- v--.<>..v:') \ .A.'0 C.=:.- \ ---1\,,'L 0~\0--\--.-u-",,-)o"'-.:\'~'...s -+, ~ ?\o-.c..~ \UQX;,!, ~,\ <.,~ l)...-.6 f<>-'Q"'-"'<" ~ .-\\,\..... .~o,--\- 'Y'v<","'''I.e..- -\..-'f>:.."- Q'~ <2- >-h.~-\c...'1-Q.s . ,\\i-'-~~~-r:'>\'<)"e.s. ()..LL"-1,b-\-\'\ C S\k.\'" (lA.. ~ \ I.) \ L\'I'> .. ("1 S- fIJ ~"'_I.'(" <:...; ,,'-,,~ s.\\..i.,,-,,Q., L--\ \-\\,~ '-r'C"'<:l..\,,-':"', O-~"\.';:"'-"-:T ,,'- --'0'0.... ~>+<...~ c....<"u;....''';- \ \) u ",,~, \~~~'.J(.s~()\'--"--~ Q \<'>0 I,;P"''',::/",;J -\-\~ 0...,,, \''-(\''~ ")'~'2.."- d0\'-"- .....~ ~\'i\9\~"\'<.... (:_.\~'J..-\j"- '-.:..\ ~...;) <.~.s-\d'Q~ '" fA .\.:..,..,.. IYv"-""'"."... c..,,,.,~..'l .--T\........~ .--\\,,:.> .. \~.. \ \...",>-..~'-,~'\.. ~'->-..,,'''-''...:\ , \..,. a.... .,-"~v..>-,..,,, 'J c:x~v:.\:-"I(~ " "\)~ " ~~ ,JJ. r~~1L .~--_._~-"---~-~._-"'.._._.- .._._-._.._~.-..,"---_._.__.- f5 !c9?..) 0; , / -~_.~ ~,->-A (0 \- c..u~''''''\'''' ~~~\ ,--.-\,--~ V \ ~L..$ ~'->-'''-\~) , \> ,::......""'.; '0' \.i '-'-"'-' '- ~-"" I K~' G:. 'j ~o_\e.. ...,-f ('~ \ '- --.;, r '. C-''- .> c....~ ~D ..: ... \-) '........ (1 \ \. , ,"- c- \- ~\., '^>.,.' \L (,j e..Le-,'-. \ ......d 0"-\ -"- \ - .;L<;j~,\- c,.\. '.. S "'...... "- "--\- t:.. '> \--..:;.. ~"""'- \-~ '~L"'-.)-~ C :;'~L<- y 6-Y-~ '-' ,1., '.> 't",--v)" ~~......k.",....-\- .n' kN\~ \" --- 're..\:'",,-v..(\...' ') \ ;;\..."''.3;; --\\' Ii:- Q,~ ':j \< .~" ') (...L '"\'-."',,) -\u .+ ,'-\{.C \' \.:....c ~ u.) ':......c.. ~:",,~ ') {....,,-~ -~h,-\ ,...'_ ,,",, \ \ "G.:" \. "'. '- .\;.~ "'- -\ u.. 'I- ...5> . 0~ + \ ~ .;).;.:".:;","\ "...~ L...., i"''''- .. '\.~')I...) ~ ~ -~ .~ '\"L \....,- )...'<'..:' :, \ ,~\......~ L<.. L~"-v\~ -\\'.t... >.....,....... ~ ~ \.'>:3 '-\ 'I .') , <\ u.. c-S \. -\ ,,~'" ~ t;\.~\ S \"\.:..'<' L- <J+ -+\...,-- V€. \-"'0.."-' ,...;) ,_............-.,y.....,........ "..... ~\~ ~':i. \.<;...~ c:....\- <-'-~-- ,......~ .. '-T\\.,,"- \....,~'r":>\'J....~.A u..\SG n..'J't--.e..~ -\-\-,C~ 0-..\\ \-,,,-....::> \)~...,.... ~"':''to...'- .-\t:. L<o\""~''''-\<!" C\'::I~v..~ C~ ~\,.S e...~W'~ ", c....... +",.:..... \"c"",:...- ~,,~ --\\t,--"\ ~V - \') ~..A-. \~~C_\) \J~....~q...~~.~'-...,....,."-,...~_ C:v)',"\cw,,-, -~ ..~},.;[~---._. '\) CI... '-\- ~ \3' \.?- J- , ~~;- IN THE COURT OF COMMON PLEAS CUMBERLAND COUNTY, PENNSYLVANIA IN RE: ESTATE OF ALVIN G. ECKENRODE, DECEASED ORPHANS' COURT DIVISION No. 2004-00425 RECEIPT, REFUNDING AND INDEMNIFICATION AGREEMENT The undersigned, legatee under the will of Alvin G. Eckenrode, deceased, does hereby: 1. Acknowledge that he/she has examined and approved the attached First Account and Schedule of Distribution of Doris J. Eckenrode Lentz, Executrix, copies of which are attached hereto. 2. Waives the filing ofthe Account and Schedule. 3. Acknowledges the receipt of the sum of $43,000.00. 4. Releases Doris J. Eckenrode Lentz, Executrix, of the Estate of Alvin G. Eckenrode, deceased, and her heirs and personal representatives, from all liabilities, whether due to the Executrix's negligence or otherwise, which she may have reason of by her administration of the Estate, provided that she shall complete the administration of the Estate as provided in the First Account. 5. Agrees to refund the Executrix any portion of the distribution to which he/she is not properly entitled, and, to the extent of said distribution, to indemnifY her for claims made against her as executrix, and to reimburse to her all expenses and costs incurred in connection with any such claims; and 6. Declares that this instrument shall be legally binding upon himlher, hislher personal representatives, successors and assigns. , ", I . ~ 'K \ I'u "'7'~-;'fI\-,""",- t "-.~' -:'- ~ (SEAL) IN THE COURT OF COMMON PLEAS CUMBERLAND COUNTY, PENNSYLVANIA IN RE: ESTATE OF ALVIN G. ECKENRODE, DECEASED ORPHANS' COURT DIVISION No. 2004-00425 RECEIPT, REFUNDING AND INDEMNIFICATION AGREEMENT The undersigned, legatee under the will of Alvin G. Eckenrode, deceased, does hereby: 1. Acknowledge that he/she has examined and approved the attached First Account and Schedule of Distribution of Doris J. Eckenrode Lentz, Executrix, copies of which are attached hereto. 2. Waives the filing of the Account and Schedule. 3. Acknowledges the receipt of the sum of $43,000.00. 4. Releases Doris J. Eckenrode Lentz, Executrix, of the Estate of Alvin G. Eckenrode, deceased, and her heirs and personal representatives, from all liabilities, whether due to the Executrix's negligence or otherwise, which she may have reason of by her administration of the Estate, provided that she shall complete the administration of the Estate as provided in the First Account. 5. Agrees to refund the Executrix any portion ofthe distribution to which he/she is not properly entitled, and, to the extent of said distribution, to indemnify her for claims made against her as executrix, and to reimburse to her all expenses and costs incurred in connection with any such claims; and 6. Declares that this instrument shall be legally binding upon him/her, hislher personal representatives, successors and assigns. .') I,.. , I "j . , (SEAL) IN THE COURT OF COMMON PLEAS CUMBERLAND COUNTY, PENNSYLVANIA IN RE: ESTATE OF ALVIN G. ECKENRODE, DECEASED ORPHANS' COURT DIVISION No. 2004-00425 RECEIPT, REFUNDING AND INDEMNIFICA nON AGREEMENT The undersigned, legatee under the will of Alvin G. Eckenrode, deceased, does hereby: 1. Acknowledge that he/she has examined and approved the attached First Account and Schedule of Distribution of Doris J. Eckenrode Lentz, Executrix, copies of which are attached hereto. 2. Waives the filing of the Account and Schedule. 3. Acknowledges the receipt of the sum of$43,000.00. 4. Releases Doris J. Eckenrode Lentz, Executrix, of the Estate of Alvin G. Eckenrode, deceased, and her heirs and personal representatives, from all liabilities, whether due to the Executrix's negligence or otherwise, which she may have reason of by her administration of the Estate, provided that she shall complete the administration of the Estate as provided in the First Account. 5. Agrees to refund the Executrix any portion of the distribution to which he/she is not properly entitled, and, to the extent of said distribution, to indemnify her for claims made against her as executrix, and to reimburse to her all expenses and costs incurred in connection with any such claims; and 6. Declares that this instrument shall be legally binding upon himlher, hislher personal representatives, successors and assigns. Q~ IJ. ,;l c~! (,. CcJIUZ-I'-'t{,y!..L d~~EAL) ~ j