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Home My WebLink About02-0109 PETITION FOR PROBATE and GtlANT OF F-~tate of Benjamin F. Gilbert, Jr. No. ~ also known a~ Regi~m. of Wills for the Deceaxed. Couar~ of Cumberland in the Social Security No. 208-38-7215 Commonwealth of Pennsylvania The petition of the undersigned respectfully represents that: Your petitioner(s), who is~an~ 18 years of age or older an the executrix named in the last will of the above decedent, dated Auqust 22, 2000 and codicil(s) dated (state relevant circmmstanc~, e.g. remm~iation, death of exem~or, crc.} Decendent was domiciled at death in Cuml~rland County-PennsYlvania, with his , _last family 9r principal residence at 319 Mt. Allen Dr., Upper Allen ~klS., cumr~rland County, PA (list street, number and mum:ipality} Decendent, then 53 'fears o..fagc,.died January 22, 2002 at Camp Hill Care Center~ E. ~ennsDoro Twp., Cumberland County, PA ' Except aa follows, decedent did not marry, was not divorced and did not have a child born or adopted 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 aa follows: (If domiciled in Pa.) All personal property $ 75,000.00 (If not domiciled in'Pa,) Personal property in Pennsylvania $ (If not domiciled in Pa.) Personal property in County $ Value of real es[ate in Pennsylvania_ $ 75,000.00 situa[ed az follows: 319 Mt. Allen Dr., Upper Allen Twp., - C~mber]and County, PA WHEREFORE, petitioner(s) respectfully request(s).tile probate of the l~t will and codicil(s) presented herewith and the grant of letters testamentarY_ thcron. , (tmt~memary; administration c.t.a.; administration d.b.n.c.t.a.) Trema C. ~enOer =_ ~ 313 Glenn Road ~ Camp Hillt PA 17011 OATH OF PERSONAL REPRESENTATIVE COMMONWEALTH OF PENNSYLVANIA COUNTY OF cu~~ f an Thc pemioner(s) above-~amed swear(s) or affirm(s) that the statements in the foregoing petition are true and correct to thc best cf the knowledge and belief of petitioner(s) and that as personal represen- tative(s) of the above dec:oen: petitioner(s) will well and truly admfiliater the estate according to law. Sworn to or affirmed and subscribed r ~ ~--" ~ before me this ~flTH . __ day of [ Trema C. Bender ~ I'n - 3?r-9 Estate of Benjamin F. Gilbert, Jr. , Deceased DECREE OF PROBATE AND GRANT OF LETTERS AND NOW JANUARY 3 1 , ~ ~ ~ 2 ~ in consideration of £he petition on the reverse side hereof, satisfactory proof having been presented before me, IT IS DECREED that the instrument(s) dated Auqust 22f 2000 described therein be admitted £o probate and filed of record as the last will of Benjamin P. Gilbert, Jr. and Letters Testamentary are hereby granted to Trema C. Bender Pro,ate, Letter~. Etc .......... ~35. O0 David ~. Stone .- ~39785 Short Ce~ifimte~(6 ~ffi~ EXTRA PAGESS. 9 00 ~'X ............... ~. * 414 Bridge St., New ~rland, PA 17070 ~ $5.00 ..... - - - ~DR~S TOTAL ~ 5 7.0 0 (7~7) 774-7435 Filed J~U~R~.~ ~0.. 2~0 2 ................ - This is to certify that the information here given is correctly copied from an original certificate of death duly filed with me as Local Registrar. The original certificate will be forwarded to the State Vital Records Office for permanent filing. WARNING: It is illegal to duplicate this copy by photostat or photograph. Fee for this certificate, $2.00 Local Registrar /"' P 8028733 No. JAb) 2 8 2002 Date Rev 2/87 COMMONWEALTH OF PENNSYLVANIA · DEPARTMENT OF HEALTH · VITAL RECORDS CERTIFICATE OF DEATH ~EX 1: O~lAk SECURITY NUM,ER Olde-ATE OF OE~TH iMC.. Oa¥, ,~) ,. Benjamin F. Gilbert, Jr. ,.Male · 208 --38 -- 7215 .January 22, 2002 ~. 53 '". j ~ug25,194 ~arrisburg,PA~ 3 19 Mt. Allen Drive ~,u~ ,~..~. PA ,t Mechanicsburg, pA 17055 ,,.Ben3amin F. Gilbert, Sr. ,~.s~~ ,,.Mary L. Wriqht m. Tr ems C. ~ms~Bender ~.313 Glenn Road, Camp Hill, PA 17011 ~ ~ ~[,~.anuary25, 2002 ,,~addletown Cemetery ],~.ewberrytown, PA 17319 . - ~. FD 012342-L ~tone&MurrayFH408 3rd St New Cumberl~0d7,~A ~ ~ (~ ~ A C~EQUE~E ~t~lilOfex~lnltionand/o~lnvestigat~n. inmyopinion, deathoccurredatthetmeldate andpace anddue 0 ~cause(~ 21-02-109 ep\wills\gilbert.ben\8-O0 ¢ 21-02-109 LAST WILL AND TESTAMENT OF BENJAMIN F. GILBERT, JR. I, BENJAMIN F. GILBERT, JR., of Upper Allen Township, Cumberland County, Pennsylvania, declare this to be my last will and revoke any will previously made by me. ITEM I: I direct that my Executrix hereinafter named shall pay all my just debts and funeral expenses as soon as conveniently may be done after my decease from the residue of my estate. ITEM II: I bequeath any truck that I may own at the time of my demise to my nephew, CHRISTOPHER W. EARLY, if he survives me. ITEM III: I bequeath any automobile that I may own at the time of my demise to my mother, MARY L. KLINGLER, if she survives me. ITEM IV: I devise and bequeath all the rest, residue and remainder of my estate of every nature and wherever situate to my sister, TREMA C. BENDER, if she survives me. ITEM V: Should my sister, TREMA C. BENDER, fail to survive me, I devise and bequeath all the rest, residue and remainder of my estate, of every nature and wherever situate, to my mother, MARY L. KLINGLER. Page 1 of 4 ITEM VI: I appoint my sister, TREMA C. BENDER, Executrix of this my last will. ITEM VII: No fiduciary acting hereunder shall be required to post bond or enter security for the faithful performance of her duties in any jurisdiction. IN WITNESS WHEREOF, I, BENJAMIN F. GILBERT, JR., have hereunto set my hand and seal this ~ day of 2000. BENJAMIN F. . SIGNED, SEALED, PUBLISHED and DECLARED by BENJAMIN F. GILBERT, JR., the Testator above named, as and for his Last Will and Testament, and in the presence of us, who at his request, in his presence and in the presence of each other, have subscribed our names as witnesses. Witness Address Address Page 2 of 4 COMMONWEALTH OF PENNSYLVANIA: : SS: COUNTY OF CUMBERLAND : I, BENJAMIN F. GILBERT, JR., 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 this instrument as my last will; that I signed it willingly and that I signed it as my free and voluntary act for the purposes therein con- tained. BENJAMIN F. GILBERT, JR. Sworn to or affirmed to and acknowledged before me by BENJAMIN F. GILBERT, JR., the Testator, this ~-~ day of 2000. Notary Public NOTARIAL S~!~ PATRICHIA L. YOTER, COMMONWEALTH OF PENNSYLVANIA : N~v Cumb~md B0r0. Curn~,,~am~ C0. : SS: I~Commis~i~l Expires Nov. J8,2002 COUNTY OF CO]~BERLAND : the witnesses whose names are signed to the attached or foregoing instrument, being duly qualified according to law, depose and say that Page 3 of 4 we were present and saw Testator sign and execute the instrument as his last will; that Testator signed willingly and that he executed it as his free and voluntary act for the purposes therein expressed; that each of us in the hearing and sight of the Testator signed the will as witnesses; that to the best of our knowledge, the Testator was at that time eighteen or more years of age, of sound mind and under no con- s traint or undue influence. ~. ,~~' ~_~L/ Witness Sworn to or affirmed to and acknowledged before me by ~,~ t~.~~ and L~ ~ ./7~ ~t///O'~ , witnesses, this ~ day of /L~(/~ , 2000. NOTARIAL SEAL P,~ItlCHIA L. YOTER, Notary Public CImtberland Boro. Cumberland Co. MyCommlsflon Expires Nov. 18,2002 Page 4 of 4 STONE, LAFAVER & SHEKLETSKI A PROFESSIONAL CORPORATION ATtOrNEYS aT !~AW 414 BRIDGE STREET NEW CUMBERLAND, PA 17070 CERTIFICATION OF NOTICE UNDER RULE 5.6(a) Name of Decedent: Benjamin F. Gilbert, Jr. Date of Death: January 22, 2002 Will Ne. 2002-00109 To the Register: I certify that notice of beneficial interest required by Rule 5.6{a) of the Orphans' Court rules was served en or mailed ~o the following beneficiaries of the above captioned estate on February 6, 2002: Trema c. Bender Benjamin F. Gilbert, III 313 Glenn Road 6320 Chesterfield Lane Camp Hill, PA 17011 Hechanicsburg, PA 17055 Christopher W. Early 2003 North Second Street harrisburg, PA 11102 Notice has now been given to all persons entitled thereto under Da vi"d-.~k~ ....... {tone, Esquire 414 Bridge Street New Cumberland, PA 17010 717-774-7435 ~il I ~'2' Capacity: Personal Representative X Counsel for Personal ~ Representative CLAIM FORM FOR CORPoP, ATIoN CUMBERLAND COUNTy, PENNSYLVANZ^ ESTATE OF BENJAMIN GILBERT F/LE #21-02-109 The Undersigned hereby presents alleges: for filing against the above estate this statement of claim and ~BEVERL y ENTERPRISES/DBA CAMP HILL CARE CENTER ~ PO Box 180970 Fort Smith, AR. 72918-0970 The basis of claim is: SEE ATTACHED The an~ount of the claim is $2,551.22 Which amoant is now due and Owing. Under penalties of er' to the best of ..... P 'Jury, I declare l".r ~nOWledge and belifle~a,t I have read the foregoing, and the facts alleged are true Signed on__MARCH 14, 2002 I SWEAR THIS STATEMENT IS CORRECT SANDRA BURNETT Subscribed and SWorn to before me My con~lniSsion e res BEVERLY ENTERPRISES/DBA CAMP HILL CARE CENTER P. O. BOX 180970 FORT SMITH, AR. 72918-0970 ITEMIZED RESIDENT STATEMENT RESIDENT NAME RESIDENT NUMBER i BENJAMIN GILBERT 03959-91473.42735 i ,I DATE PREPARED STATEMENT TYPE: J'~ INTERIM DISCHARGE ~ ITEMIZED 3/13/02 DATE/PERIOD COVERED PRIVATE DESCRIPTION UNITS CHARGES PAYMENTS 114-1/21102 PAY ROOM CHARGE 18 $2,538.00 1/15/02 02 MASK MC ELONG 1 $1.22 1/21/02 PRIMEAIR MATTRESS 1 $12.00 BALANCE FORWARD CHARGES CREDITS AMOUNT DUE $0.00 $2,551.22 $0.00 $2,551.22 COMMONWEALTH OF PENNSYLVANIA OEPARTMENT OF REVENUE REV-1162 EX(11-96) BUREAU OF INDrVlDUAL TAXES DEPT, 280601 HARRISBURG, PA 17128-0601 PENNSYLVANIA RECEIVED FROM: INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT NO. CD 001097 STONE DAVID HEAN 414 BRIDGE STREET NEW CUMBERLAND, PA 17070 ACN ASSESSMENT AMOUNT CONTROL NUMBER ........ fold 101 $10,000.00 ESTATE INFORMATION: SSN: 208-38-7215 FILE NUMBER: 2102-01 09 DECEDENT NAME: GILBERT BENJAMIN F JR DATE OF PAYMENT: 04/22/2002 POSTMARK DATE: 00/00/0000 COUNTY: CUMBERLAND DATE OF DEATH: 01/22/2002 TOTAL AMOUNT PAID: $10,000.00 REMARKS: TREMA BENDER C/O DAVID H STONE ESQUIRE CHECK#21 INITIALS: VZ SEAL RECEIVED BY: MARY C. LEWIS REGISTER OF WILLS REGISTER OF WILLS 600 + (6-00) [ OFF,C,A, USE ONLY COMMONWEALTHOF PENNSYLVANIA REV-lB00 / DEPARTMENT OF REVENUE / "'"7 - ~ ~'~ DEPT. 280601 INHERITANCE TAX RETURN F LENUMeER HARRISBURG, PA 17128-0601 RESIDENT DECEDENT 121 2002 0109 lc OUNTY CODE YEAR NUMBER DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL) SOCIAL SECURITY NUMBER Gilbert, Jr., Benjamin F 208-38-7215 DECE- DENT DATE OF DEATH (MM-DD-YEAR) I DATE OF BIRTH (MM-DD-YEAR) THIS RETURN MUST BE FILED IN DUPLICATE 01/22/2002 I 08/25/1948 WITH THE REGISTER OF WILLS (IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL) SOCIAL SECURITY NUMBER ~ ~ 3. Remainder Return CHECK 1. Original Return 2. Supplemental Return J~ (date of death prior to 12-13-82) APPRO- 4. Limited Estate 4a. Future Interest Compromise (date of death after 12-12-82) j 5. Federal Estate Tax Return Required PRIATE 6. Decedent Died Testate 7. Decedent Maintained a Living Trust (Attach copy of Will) (Attach a copy of Trust) 8. Total Number of Safe Deposit Boxes BLOCKS 9. Litigation Proceeds Received 10. SpousalPovertyCredit(dateofdeath between ~ 11. ElectiontotaxunderSec. 9113(A) 12-31-91 and 1-1-95) (Attach Sch O) THIS SECTION MUST BE COMPLETED, ALL CORRESPONDENCE & CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO: NAME COMPLETE MAILING ADDRESS CDR- David H. Stone RE- 414 Bridge Street SPON FIRM NAME (If Applicable) New C,~m~erland, PA 17070 DENT Stone LaFaver & Shekletski TELEPHONE NUMBER 717-?74-7435 OFFICIAL USE ONLY 1. Real Estate (Schedule A) (1) 85 ¢ 000.00 2. Stocks and Bonds (Schedule B) (2) 421.40 3, Closely Held Corporation, Partnership or Sole-Proprietorship (3) 0.00 4. Mortgages & Notes Receivable (Schedule D) (4) 0.00 5. Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E) (5) 13 r 910.80 6. Jointly Owned Propert7 (Schedule F) E~ Separate Billing Requested (6) 14,374.79 RECA- PITULA- 7. Inter-Vivos Transfers & Miscellaneous TION Non-Probate Property (Schedule G or L) (7) 23,313.32 8. Total Gross Assets (total Lines 1-7) (8) 137,020.31 9. Funeral Expenses & Administrative Costs (Schedule H)(9) 24,116.01 10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) (10) 3,450.52 11. Total Deductions (total Lines 9 & 10) (11) 2 ?, 566.53 '12. Net Value of Estate (Line 8 minus Line 11) (12) 109,453.78 13. Charitable and Governmental Bequests/Sec 9113 Trusts for which an election to tax (13) 0.00 has not been made (Schedule J) 14. Net Value Subject to Tax (Line 12 minus Line 13) (14) 109,453.78 SEE INSTRUCTIONS ON PAGE 2 FOR APPLICABLE RATES 15. Amount of Line 14 taxable at the spousal tax rate, or transfers under Sec. 9116 (a)(1.2) 0. 00 X .00 (15) 0.0 0 TAX 16. Amount of Line 14 taxable atlinealrate 0 · 00 X .045 (16) 0 · 00 COMPU- 17. Amount of Line 14taxable at sibling rate 109, 453. 78 X .12 (17) 13,134. 45 TATION 18. Amountof Line 14 taxable at collateral rate 0. 00 X .15 (18) 0. 00 19. Tax Due (19) 13,134.45 20. [-] 1 CHECK HERE IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT I >> BE SURE TO ANSWER ALL QUESTIONS ON PAGE 2 AND RECHECK MATH<< 0 PA15001 NTF 29755 Copyright 2000 Greatland/Nelco LP- Forms Software Only PA REV-1500EX(6-00) Decedent's Complete Address: Page2 STREET ADDRESS 319 Mt. Allen Drive oTY J STATE J z,P Mechanicsburg PA 17055 Tax Payments and Credits: 1. Tax Due (Page I line 19) (1) 13,134.45 2. Credits/Payments A. Spousal Poverty Credit 0.00 B. Prior Payments 10 ~ 000.00 C. Discount 526.31 Total Credits (A + B + C) (2} 10,52 6.3 1 3. Interest/Penalty if applicable 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) 2,608.14 A. Enter the interest on the tax due. (5A) 0.00 B. Enter the total of Line 5 + 5A. This is the BALANCE DUE. (SB) 2,608.14 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 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 secudty at his or her death? 4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which contains a beneficiary designation? ........................................................ IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN. Under penalties of perjury, I declare that I have examined this return, including accompany ng schedules and statements and to the best of m kn, o.w. ledge and ,belief, it js tru .e, c. orrect and complete. Declaration of preparer other than the personal representative is wmcn preparer nas an), Knowleo~le. - ....................... ~TUR~E OF PERSON RESPONSI~)E FOR FILIN(~ RETURN DATE ADDRESS 313 Glenn -Road ' / ~"~ Camp ~J~ll, PA 17011 ~ E,~'F' ~'J.,~.,I,,OTHER THAN REPRESENTATIVE DATE New C,~mherland, PA 17070 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. m 9118 (a) (1.1) (i)]. For dates of death on or after January 1, 1995, the tax rate is imposed on th · net value of transfers to or for t h e use of th e surviving spo use is 0% [72 P.S. § 9116 (a) (1.1) (ii)]. The statute do~tt~ ot exempt a transfer to a surviving spouse from tax, and the statutory requirements for disclosure of assets and filing a tax return are still applicable even if the surviving spouse is the only beneficiary. For dates of death on or after July 1, 2000: The tax rate imposed on the net value of transfers from a deceased child twenty-one years of age or younger at death to or for the use of a natural parent, an adoptive parent, or a stepparent of th e ch lid is 0% [72 P.S. §9116(aX1.2)]. The tax rate imposed on the net value of transfers to or for the use of the decedent's lineal beneficiaries is 4.5%, except as noted in 72.P.S. § 9116(1.2) [72 P.S. § 9110(aX1)]. The tax rate imposed on the net value of transfers to or for the use of the dscedent's siblings is 12% [72 P.S. § 9116(aX1.3)]. 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. 0 PA15002 NTF 29756 Copyright 2000 Grsatland/Nelco LP- Forms Software Only REV-1502 EX + (1-97) COMMONWEALTH OF PENNSYLVANIA SCHEDULE A INHERITANCE TAX RETURN REAL ESTATE RESIDENT DECEDENT ESTATE OF FILE NUMBER Gilbert, Jr., Benjamin F 21-2002-0109 All real property owned solely or as a tenant lo common 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 survivorship must be disclosed on Schedule F. ITEM VALUE AT DATE NO. DESCRIPTION OF DEATH 1. Property located at 319 Mt. Allen Drive, 85,000.00 Mechanicsburg, C~mherland County sold to Russell Brown on July 24, 2002 TOTAL (Also enter on line 1, Recapitulation) $ 85,000.00 (If more space is needed, insert additionaJ sheets of the same size) 0 PA15021 NTF 33299 Copyright 2000 Greatiand/Nelco LP- Forms Software Only ' REV-1503 EX + (1-97) COMMONWEALTH OF PENNSYLVANIA SCHEDULE B INHERITANCE TAX RETURN STOCKS & BONDS RESIDENT DECEDENT ESTATE OF FILE NUMBER Gilbert, Jr., Benjamin F 21-2002-0109 All property jointly-owned with right of survivorship must be disclosed on Schedule F. ITEM VALUE AT DATE NO. DESCRIPTION OF DEATH 1. Met-Life stock 421.40 TOTAL (Also enter on line 2, Recapitulation: $ 421.40 (If more space is needed, insert additional sheets of the same size) '~.,~ 150.31 ~ '; ~c', r~gnt 2000 Greatland/Nelco LP - Forms Software Only ' REV-1508 EX + (1-97) SCHEDULE E COMMONWEALTH OF PENNSYLVANIA CASH, BANK DEPOSITS, & MISC. INHERITANCE TAX RETURN RESIDENT DECEDENT PERSONAL PROPERTY ESTATE OF FILE NUMBER Gilbert, Jr., Benjamin F 21-2002-0109 Include proceeds of litigation & date proceeds were received by the estate. All prop. jointly-owned with right of survivorship must be disclosed on Sch. F. ITEM VALUE AT NO. DESCRIPTION DATE OF DEATH 1, Pension checks received 838.29 2 1995 Ford Truck at appraised value 7,750.00 3 1996 Toyota Corolla at appraised value 4,000.00 4 Blue Cross/Blue Shield refunds 477.75 5 Comcast-cable refund 11.73 6 Montour Oil-refund 178.46 7 Net proceeds on household goods sold at 583.37 auction 8 Homeowners insurance refund 71.20 TOTAL (Also enter on Pine 5, Recapitulation) $ 13,910.8 0 (If more space is needed, insert additional sheets of the same size) 0 PA15081 NTF 33305 Copyright 2000 Greatland/Nelco LP- Forms Software Only REV-1509 EX ~- (1-97) SCHEDULE F COMMONWEALTH OF PENNSYLVANIA / JOINTLY-OWNED PROPERTY INHERITANCE TAX RETURN | RESIDENT DECEDENT ESTATE OF FILE NUMBER Gilbert, Jr., Benjamin F 21-2002-0109 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. Bender, Trema C 313 Glenn Rd. sister Camp Hill, PA 17011 JOINTLY-OWNED PROPERTY: LETTER DATE DESCRIPTION OF PROPERTY ITEM FOR MADE Include name of financial institution and bank % OF DATE OF DEATH JOINT account number or similar identifying number. DATE OF DEATH DECD'S VALUE OF NO. TENANT JOINT Attach deed for jointly-held real estate. VALUE OF ASSET INTEREST DECEDENT'S INTERES' 1. A 11/16/1996 ~aypoint Bank-Checking Acct 28,749.58 50.00 14,374.79 #3000002060 made joint with i Trema Bender on 11-16-96, Princ. $28,748.28, Int. $1.30 TOTAL (Aisc enter on line 6, Recapitulation) $ 14,374.7 9 (If more space is needed, insert additional sheets of the same size) 0 PA15091 NTF 33306 Copyright 2000 Greatland/Nelco LP- Forms Software Only REV-1510 EX + (1-97) SCHEDULE G COMMONWEALTH OF PENNSYLVANIA INTER-VIVOS TRANSFERS & INHERITANCE TAX RETURNMISC. NON-PROBATE PROPERTY RESIDENT DECEDENT ESTATE OF FILE NUMBER Gilbert, Jr. , Benjamin F 21-2002-0109 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 SHEET is yes. DESCRIPTION OF PROPERTY % OF INCLUDE NAME OF THE TRANSFEREE, THEIR ITEM RELATIONSHIP TO DECD & DATE OF TRANSFER. DATE OF DEATH DECD'S EXCLUSION TAXABLE VALUE NO. ATI'ACH COPY OF THE DEED FOR REAL ESTATE. VALUE OF ASSET INTEREST (IF APPLICABLE 1. Waypoint Bank-Savings Acct. 26,313.32 100.00 3,000.00 23,313.32 #3060000436 made joint w/ Trema Bender on 4-10-01, Princ. $26,294.56, Int. $18.76 IOIAL (Also enter on line 7. Recapitulation) $ 23,313.32 (If more space is needed, insert additional sheet~ of tho same size) 0 PA15101 NTF 33307 Co pyrig ht 2000 Greatland/Nelco LP- Forms Software Only · REV-1511EX + (1-97) SCHEDULE H COMMONWEALTH OF PENNSYLVANIA FUNERAL EXPENSES& INHERITANCE TAX RETURN ADMINISTRATIVE COSTS RESIDENT DECEDENT ESTATE OF FILE NUMBER Gilbert, Jr. , Benjamin F 21-2002-0109 Debts of decedent must be reported on Schedule I. ITEM NO. DESCRIPTION AMOUNT A. FUNERAL EXPENSES: 1. Stone & Murray Funeral 6,354.00 Home-funeral expenses 2 James Gingrich 80.00 Memorials -engraving B. ADMINISTRATIVE COSTS: 1. Personal Representative's Commissions 0.00 Name of Personal Representative(s) Social Secudty Number(s)/EIN No. of Personal Representative(s) Street Address City State Zip Year(s) Commission Paid: 2. A~0rney Fees Name: David H. Stone, Esquire 6,851.00 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 267.00 5. Accountant's Fees 0.00 6. Tax Return Preparer's Fees 0.00 7. The Patriot News Co.-advertising grant of letters 200.08 9 C-mherland Law Journal-advertising grant of letters 75.00 10 Verizon-telephone services at property 42.23 11 Comcast-television services at property 68.04 12 Waste Management-trash services at property 34.14 13 PPL-electric services at property 49.15 14 United Water-water services at property 17.43 15 C,~mherland County Tax Office-taxes for 2001 for proper 1,223.66 ty 16 AT&T-telephone services at property 12.46 17 PPL-electric services at property 28.69 Total from continuation pages .... 8,813.13 TOTAL (Also enter on line 9, Recapitulation) $ 24,116.01 (If more space is needed, insert additional sheets of the same size) 0 PA15111 NTF 33308 Copyright 2000 Greatland/Nelco LP- Forms Software Only Page 2 · Estate of: Gilbert, Jr., Benjamin F 21-2002-0109 Schedule H, Part B -- Administrative Costs Item No. Description Amount 18 Verizon-telephone services at property 18.31 19 PPL-electric services at property 20.67 20 United Water Co.-water services at property 10.85 21 Upper Allen Twp.-sewer services at property 100.00 22 Motorists Insurance-insurance on property 124.00 23 PNC Bank-check printing fee 27.60 24 PPL-electric services at property 16.10 25 Montour Oil-oil services at property 115.13 26 Waste Management-sewer services at property 34.14 27 PPL-electric services at property 18.13 28 Waste Management-trash services at property 39.14 29 United Water-water services at property 13.37 30 Jim Shughart-lawn mowing at property 120.00 31 PPL-electric services at property 12.50 32 United Water-water services at property 11.85 33 Checks written by decedent 1,281.37 but not cleared by bank until after death 34 Settlement costs on sale of 6,621.97 property ($6,736.51) less reimb, on taxes ($114.54) 35 Register of Wills-one short cert. 3.00 36 Register of Wills-filing Inheritance Tax Return and 25.00 Inventory 37 Reserve for filing Releases and closing costs 200.00 TOTAL. (Carry forward to main schedule) ...... 8,813.13 REV-1512 EX + (1-97) SCHEDULE I COMMONWEALTH OF PENNSYLVANIA DEBTS OF u=~u=.~.~~*'~, INHERITANCE TAX RETURN RESIDENT DECEDENT MORTGAGE LIABILITIES, & LIENS ESTATE OF FILE NUMBER Gilbert, Jr., Benjamin F 21-2002-0109 Include unreimbursed medical expenses. ITEM NO. DESCRIPTION AMOUNT 1. Pharmerica-perscriptions 154.00 2 Cumberland Co. 94.77 C ommuni ca ti on s - a t tendan t care services 3 West Shore 87.15 EMS-transportation services 4 Beverly Enterprises-nursing 2,551.22 home services 5 US Treasury-payment of 503.87 decedent' s 1997 Federal Income tax 6 Susquehanna 59.51 Internal-physician, s services prior to death TOTAL (Also enter on line 10, Recapitulation) $ 3,450.52 (If more space is needed, insert additional sheets of the same size) 0 PA15121 '~TF :73309 Copyright 2000 Greatland/Nelco LP- Forms Software Only · REV-1513 EX+ (9-00) COMMONWEALTH OF PENNSYLVANIA SCHEDULE J INHERITANCE TAX RETURN BENEFICIARIES RESIDENT DECEDENT ESTATE OF FILE NUMBER Gilbert, Jr., Benjamin F 21-2002-0109 RELATIONSHIP TO DECEDENT AMOUNT OR SHARE NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY Do Not Ust Trustee(s) OF ESTATE I TAXABLE DISTRIBUTIONS [include outright spousal distributions, and transfers under Sec. 9116 (a) (.1.2)] 1. , Trema C sister 109,453.78 Glenn Rd. Camp Hill, PA 17011 --NTER DOLLAR AMTS. FOR DISTRIBS. SHOWN ABOVE ON LINES 15 THROUGH 18~ AS APPROPRIATE~ ON REV-1500 COVER SHEET II NON-TAXABLE DISTRIBUTIONS: A. SPOUSAL DISTRIBUTIONS UNDER SEC. 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE 1. B, CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS 1. TOTAL OF PART II -- ENTER TOTAL NON-TAXABLE DISTRIBS. ON LINE 13 OF REV-1500 COVER SHEET $ 0.00 (If more space is needed, insert additional sheets of the same size) 0 PA15131 NTF 33293 Copyright 2000 Greatland/Nelco LP- Forms Software Only LAST WILL AND TESTAMENT OF BENJAMIN F. GILBERT, JR. I, BENJAMIN F. GILBERT, JR., of Upper Allen Township, Cumberland County, Pennsylvania, declare this to be my last will and revoke any will previously made by me. ITEM I: I direct that my Executrix hereinafter named shall pay a~l my just debts and funeral expenses as soon as conveniently may be done after my decease from the residue of my estate. ITEM II: I bequeath any truck that I may own at the time of my demise to my nephew, CHRISTOPHER W. EARLY, if he survives me. ITEM III: I bequeath any automobile that I may own at the time of my demise to my mother, MARY L. KLINGLER, if she survives me. ITEM IV: I devise and bequeath all the rest, residue and remainder of my estate of every nature and wherever situate to my sister, TREMA C. BENDER, if she survives me. ITEM V: Should my sister, TREMA C. BENDER, fail to survive me, I devise and bequeath all the rest, residue and remainder of my estate, of every nature and wherever situate, to my mother, MARY L. KLINGLER. Page 1 of 4 ITEM VI: I appoint my sister, TREMA C. BENDER, Executrix of this my last will. ITEM VII: No fiduciary acting hereunder shall be required to post bond or enter security for the faithful performance of her duties in any jurisdiction. IN WITNESS W-HEREOF, I, BENJAMIN F. GILBERT, JR., have hereunto set my hand and seal this ~ day of 2000. BENJAMIN F. GILBERT,/-JR. SIGNED, SEALED, PUBLISHED and DECLARED by BENJAMIN F. GILBERT, JR., the Testator above named, as and for his Last Will and Testament, and in the presence of us, who at his request, in his presence and in the presence of each other, have subscribed our names as witnesses. Page 2 of 4 COMMONWEALTH OF PENNSYLVANIA: : SS: COUNTY OF CUMBERLAND : I, BENJAMIN F. GILBERT, JR., 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 this instrument as my last will; that I signed it willingly and that I signed it as my free and voluntary act for the purposes therein con- tained. B~NJAMI~ F. GILBERT, 'JR. Sworn to or affirmed to and acknowledged before me by BENJAMIN F. GILBERT, JR., the Testator, this ~-~ day of~,~'[[~'~;-'i._...~~ , 2C~00. Notary Public.. NOTARIAL SE~'~! PATRICttlA l. Y01-ER, C'OHIV]ONWF;,AI,'I'tl r~l,' I'I'iNN~'.YI,VANIA : ~"~'('.lmll.~L'll/d',,,~, ':'1~, the witnesses whose names are signed to the attached or foregoing instrument, being duly qualified according to law, depose and say that Page 3 of 4 .~ .,~,~ ~,,, ,-~? .~,1 ::,,w Testator sign and execute the instrument as ~ ],,::l wLll; that Testator signed willingly and that he executed it as his free and voluntary act for the purposes therein expressed; that each of us in the hearing and sight of the Testator signed the will as witnesses; that to the best of our knowledge, the Testator was at that time eighteen or more years of age, of sound mind and under no con- straint or undue influence. ~~./~~/ Witness Sworn to or affirmed to and acknowledged before me by Notary Public I~~, ~ IAI (IAI ~,1 PATRICHIA L. YOIEIL HaW Cuml:)~rland Boro. Cum~dand ~ ~m~ Exp~ Nov. 18, ~2 Page 4 of 4 met Chart: hwestor- MSN Monev Page 1 of 2 MSN Home I My MSN [ Hotmail ] Search I Shopping I Money I People &Chat I Sign In :, Search the W Get $50 w~th a new nterest Amazing rate on Try Credit Watch, jj~'; ' Nd!B~nk aCc~o-ht Refin_ahce _N_o_w! baiAr~d tr~h~f_ers! F_REE_.foT~0 d~a_y§! ~;,:.....~4 t,~;2~~ Home Investing Banking Planning Taxe~ ~oney Plus [ Help ,?. ~ - Investia~ Home Portfolio Markets Stock~ Funds Insight 8rokers C~BCW Quote, Chart, News Snapshot Name or Symbol: Jmet ~ Find Sy_m_bol Print R~eport Quotes Charts Historical Metlife Inc Real-Time Intraday Date High Low Close Volume Key Developments 1/31/2002 30.480 29.270 30.380 1,557,000 Recent News 1/30/2002 29.690 28.800 29.400 2,544,700 Research Company Report 1/29/2002 30.300 28.740 28.820 2,185,600 SEC Filings 1/28/2002 30.350 29.550 30.000 1,008,700 Advisor FYI Stock Rating 1/25/2002 30.400 29.880 30.270 950,700 Earnings Estimates 1/24/2002 30.350 29.900 29.950 1,628,200 Analyst Ratings Financial Results 1/23/2002 30.200 29.780 29.990 1,413,600 ~nsider Trading 1/22/2002 30.300 29.800 30.100 1,090,400 Ownership 1/18/2002 30.330 30.000 30.060 1,147,600 Communi~ 1/17/2002 30.350 30.050 30.230 1,043,200 Guided Research Research Wizard 1/16/2002 30.700 30.150 30.150 876,200 Find Stocks 1/15/2002 30.720 30.400 30.700 1,640,600 Stock Screener 1/14/2002 30.490 30.200 30.430 1,521,900 Power Searches Top Rated Stocks 1/11/2002 30.450 30.060 30.350 2,936,600 1/10/2002 30.710 30.100 30.610 1,143,100 Related Links 1/9/2002 31.000 30.270 30.350 946,000 E-mail & Alerts 1/8/2002 30.550 30.100 30.260 1,153,900 IPO Center Stock Competition 1/7/2002 31.000 30.050 30.350 1,372,800 Message ~oards 1/4/2002 31.090 30.700 30.940 1,607,400 1/3/2002 31.300 30.530 31.160 1,670,700 1/2/2002 31.620 30.800 31.030 1,509,900 '~'"' :~: . ':::;'::~i.msn.com. investor/charts,'chartdl.asp?S,,, bo / ?,~ , ....... ' 'm l=met&DateRangeForm=... 9 1_/_00. ~)9-20-08 12:51 WAYPOINT BANK LOOK FOR US. W~'LL GET YOU TH6R~. 02/06/2002 STONE LAFAVER & SHEKLETSK.I 414 BRIDGE ST NEW CUMBERLAND PA 17070 The information which you reque,,aed on the account(s) of BENJAMIN GILBERT JR. DECEASED (Social Security Number 208-38-7215) is/are as follows: Account Number 3000002060 3060000436 Class of Account CHECKING Sy~VINGS Date Opened 'l I il 6/96 05/) 0/99 Principal Balance 2874&28 26294.56 Accrued Interest 1.30 18.76 Balance at Date of 28749.58 26313.32 Death Account Ownership JTO JT3 Name of Joint TREMA TII£MA Owner, if any BENDER BENDER Date Ownership 11/16/96 0.'~ ~,~\b~ Was Established Account Number Class of Account Date Opened Principal Balance Accrued Interest Balance at Date of Death Accoulll Ownership Name of Joint Owner. if.any Date Ownership Was Established Addit/ona/ PLEASE COMPLETE Requested SENIOR SERVICES REP. R O. Box 1711. HARRISIIURGL PENN~'YLVANIA 17105-1711 -- Toll Fr~ I-~66-WAYPOINT (I-1)66-9E~9-76;46) · IN YORK ARF_.A 717/8L~-4~00 . vvw~v, waUPOintbank.com ,'. Form Rev DATE .,'~ 8/0O APPRAISED. VIN CYUNDERS AUDIO ITEMS WHEEL ITEMS . . ~-'. ff33DR []4DR r'IPOWERDR · ' ;'":" POP UP ' POWER '~'" I-ISUNROOF [~SUNROOF. ENGINE/TRANS TIRES QUESTIONS ANY EQUIPMENT NOT INCLUDED? ANY RECENT ACV: A. Settlc..,~eht Statement u s. Department ol Housing and Urban Developmenl ~ "ir' O~B No, 2502-02~5 B. lype o[ Loan 1' F-~FHA 2' r-~FmHA 3' F]C°nv'UninslFileNumber24669 IL°anNumber1000128477 Mortgage lnsurance Case Number 4. [] VA 5. [] Conv. Ins. C. NOTE:This form is furnished to give you a statement of actual settlement costs. Amounts paid to and by the settlement agent are shown. Items marked "po.c" were paid outside of closing; they are shown here for informational purposes and are not included in the totals. D. NAME AND ADDRESS OF BORROWER: RUSSELL L. BROWN , PA E. NAME AND ADDRESS OF SELLER: THE ESTATE OF BENJAMIN F. GILBERT, JR. ,PA F. NAME AND ADDRESS OF LENDER: $1B MORTGAGE CORPORATION 1250 RT 28, BRANCHBURG, NJ 00876 G. PROPERTY 319 MOUNT ALLEN DRIVE LOCATION: MECHANICSBURG, PA 17055 H. SETTLEMENT AGENT: Cedar Cliff Abstract Agency, Inc. PLACE OF SETTLEMENT: 414 Bridge Street, New Cumberland, PA 17070 TIN: 23-2133165 I. SETTLEMENT DATE: 07/19/2002 RESCISSION DATE: J. SUMMARY OF BORROWER'S TRANSACTION K. SUMMARY OF SELLER'S TRANSACTION 100. GROSS AMOUNT DUE FROM BORROWER: 400. GROSS AMOUNT DUE TO SELLER: lol. Contract Sales Price ~85,000. O0 401. Contract Sales Price $85,000. O0 lO2. Personal Property 402. Personal property lo3 Settlements charges to borrower: 403 (from line 1400) $5,718.33 104 404 105. 405. ADJUSTMENTS FOR ITEMS PAID BY SELLER IN ADVANCE: ADJUSTMENTS FOR ITEMS PAID BY SELLER IN ADVANCE: 106 City/town laxes to 406 City/town Taxes to 107 County Taxes 07/19/2002 to 12/31/2002 $114.54 407 County Taxes 07/19/2002 to 12/31/2002 $114.54 108 Assessments to 408 Assessments to 109 409. 111. 411 112 412 120. GROSS AMOUNT DUE FROM BORROWER: $90,832.87 420. GROSS AMOUNT DUE TO SELLER: $85,314.5.J 200. AMOUNTS PAID BY OR IN BEHALF OF BORROWER: 500. REDUCTIONS IN AMOUNT DUE TO SELLER: 201 Deposit or earnest money $I, 000. O0 501. Excess deposit (see instructions) 202. Principal amount of new loan(s) $76,500. O0 502. Settlement charges to seller (line 1400) $6,652.91 203. Existing loan(s) taken subject to 503. Existing loan(s) taken subject to 204 504. Payoff of first modgage loan 205. 505 Payoff of second modgage loan 206. 506 207 507. 208 508 209. 509. ADJUSTMENTS FOR ITEMS UNPAID BY SELLER: ADJUSTMENTS FOR ITEMS UNPAID BY SELLER: 210. City/town taxes to 5 lQ City/town taxes to 211. County taxes to 511. County taxes to 212. Assessments 07/01/2002 to 07/19/2002 $62.51 512. Assessments 07/01/2002 to 07/19/2002 $62.51 213. 513. 214. SEWER 7-1 TO 7-19 $21.09 514. SF. WER 7-1 TO 7-19 $21.09 215. 515. 216. 516. 217. 517. 218. 518. 219. 519. 220 TOTAL PAID RY/FtqR 520 TOTAL RI:::DIIC. TIC)NR OMB NO. 2502-0265 HUD-1 {Rev. 3/86) ' SETTLEMENT CHARGES L 700.' I'OTAL SALES/BROKER'S COMMISSION PAID FROM PAID FROM BASED ON PRICE $85,000. O0 ~ 6 % = $5,100. O0 BORROWER'S SELLER'S FUNDS FUNDS DIVISION OF COMMISSION (LINE 700) AS FOLLOWS: AT AT 7Ol. to SETTLEMENT SETTLEMENT 702. $5~100. O0 1o HO[eT.~ ~ D~,~'~..T,T~ 703. $0. O0 to 704. $0.00 to ~5, ~00. O0 705. Co~.[ssion paid at ~ttlement 706. 800. ITEMS PAYABLE IN CONNECTIONWITH LOAN: 801. L~n ~;~ir~U~ f~ % to SIB ~R~ CO~O~TZON 802. t~n di~unt % tO SIB ~R~ 803. A~i~l fee to: ~ ~P~Z~S $3 75.00 8~. Credit re~ to: SZB ~OR~ CO, OPTION 805. L~d~s ins~ f~ ~T~ ~~ CO. OPTION ~6. ' PRO~SSZNG ~ ~ S~s~ ~. $950. O0 ~7. ~DS F~CTLZTZ~S & ~V. ~ S~SET P~ 765. O0 ~8. ~ ~N ~ ~ SZB ~. $295.00 809. ~p. ~ ~ S~S~ ~. C~ $450.00 810. ~D ~T ~ gib ~. $12. O0 8H. T~x S~ ~ ~ SZ~ ~. ~59.00 900. ITEMS REQUIRED BY LENDER TO BE PAID IN ADVANCE: ~I. Inter~t fr~ 07/19/2002 to 08/01/2002 ~2. MoAgage insurance premium for mos. to ~3. Ha~rd insurance premium for yrs. to ~4. FI~ Insu~n~ premium for ~. to ~5. 1000. RESERVES DEPOSITED WITH LENDER: 1001. Ha~rd insurance months ~ per month '1002. Mo~gage insurance months ~ per month 1003. Cily property taxes months ~ per monlh 1004. County properly ~xes months ~ per month 1005. Annual assessments months ~ per month 1006. FI~ insurance months ~ per month 1007. months ~ per month 1008. months ~ per month 1009. Aggregate Accounting Escrow Adjustment 1100. TITLE CHARGES: 1101.~ttlemenlorclosingfeeto Ceder Cliff ~stract Agency, Inc. 1102. Abstract ~ title sear~ to 1103. Title examination to 1104. Title insurance binder to 1105. D~ument preparation to 1106. No~q fees Io ~SH $15. O0 $4. O0 1107. Att~nefs fees to (includes above items Numbers: ) 1108. Titleinsurance 1o ~ ~D~ CLI~ ~S~CT AG~CY, INC. $768.75 (includes above items Numbers: TIT~ INS~ ONLY ) 1109. Lenders coverage ( $76,500. O0 1110. Ownefs coverage ( $85,000. O0 ) 1111. INS~D CLOSING ~T~ $35. O0 1112. ~, 100, 300, 8.1 $150.00 1113. 1200. GOVERNMENT RECORDING AND T~NSFER CHARGES: 1201. R~ding fees: Deed $30.50 ; Mo~gage $66.50 ; Releases $97. O0 1202. Cityl~nty ~Ws~mps: Deed $1,700. O0; MoP,ge $850. O0~ $850. O0 1203. S~le ~s~mps: De~ ; MoAgage 1204. ~205. ~N A. ~0~ SR. T~ ~T $4.0U 1300. ADDITIONAL SETTLEMENT CHARGES: 1~1. ~ey to 1~2. Pest Ins~on ~ BO~g PEST $35. O0 $196.10 1~3. HO~ ~ ~Z~ PR~SSING ~ $125. O0 $125. O0 1~. ~p~ ~ ~ ~S~ 4-1 to 6-30 $100.00 1~5. SAS ~ EX $20.00 1~. ~N A. ~0~ ~. 02 CO/~ $273. ~7. ~IN A. ~0~ ~. 02 S~L $1,185.27 Cumberland County - Register Of Wills One Courthouse Square Carlisle, PA 17013 Phone: (717) 240-6345 Date: 12/01/2004 STONE DAVID HEAN 414 BRIDGE STREET NEW CUMBERLAND, PA 17070 RE: Estate of GILBERT BENJAMIN F JR File Number: 2002-00109 Dear Sir/Madam: It has come to my attention that you have not filed the Status Report by Personal Representative (Rule 6.12) in the above captioned estate. As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES, NO. 103 SUPREME COURT RULES DOCKET NO. 1, for decedents dying on or after July 1, 1992, the personal representative or his counsel, within two (2) years of the decedent's death, shall file with the Register of Wills a Status Report of completed or uncompleted administration. This filing will become delinquent on: 1/22/2005 Your prompt attention to this matter will be appreciated. Thank You. Sincerely, GLENDA FARNER STP~ASBAUGH REGISTER OF WILLS cc: File Personal Representative(s) Judge STATUS REPORT UNDER RULE 6.12 Name of Decedent: Benjamin F. Gilbert, Jr. Date of Death: January 22, 2002 Hill No. 21-02-0109 To the Register: 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 2. If the answer is No, state when the personal representative reasonably believes that the administration will be complete: 3. If the answer to No. 1 is Yes, state the following' (a) Did the personal representative file a final account with the Court? Yes No X (b) The separate Orphans' Court No. (if any) for the personal representative's account is: N/A (c) Did the personal representative sta2e an account informally to the parties in interest? Yes X No (d) Copies of receipts, releases, joinders and approvals of formal or informal accounts may be filed with the Clerk of the Orphans' Court and may be pached to this report. Date: /f'{j-'0% .ne~i-, Esquire 414 Bridge Street New Cumberland, PA 17070 ~ 717-224-7435 ~ ~0 Personal Representative ~ ~ ~0~ Capacity: O c~ X Counsel for Personal ~ ~ Representative