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Home My WebLink About04-0452PETITION FOR PROBATE & GRANT OF LETTERS Estate of JOSEPH H. N. MOORE also known as !:i :,,. , deceased. Social Security No. 180-03-9594 No, 21-04- .~'~,,/ To: Register of Wills for the County of Cumberland Commonwealth of Pennsylvania The Petition of the undersigned respectfully'0~reCfA~ts]t~at:P 1 :~7 Your Petitioners, who is 18 years of age or older and the Executor named in the Last Will of the above decedent dated December 1,2000 , and codicils dated none . The Exec ~tor named none died RenunOJations for none are attached hereto. CUrt;L,..._ : Decedent was domiciled at death in Cumberland County, Pennsylvania, with his last family or principal residence at 5 Linden Court, Hampden Township, Camp Hill Decedent, then 92 years of age, died Borou,qh, Cumberland County March 11 ,2004, at Manor Care, Carlisle Except as 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: Decedent at death owned property with estimated values as follows: (If domiciled in PA) All personal property (If not domiciled in PA) Personal property in PA (If not domiciled in PA) Personal property in County Value of real estate in Pennsylvania, situated as follows: 5 Linden Court, Hampden Township, Camp Hill, Cumberland County $12,000.00 $ $90,000.00 WHEREFORE, Petitioners respectfully requests the probate of the Last Will and Codicil(s) presented herewith and the grant of letters testamentary thereon. Signature(s) and Residence(s) of Petitioner(s): Henry Moore 5 Linden Court Camp Hill, PA 17011 717-731-6047 OATH OF PERSONAL REPRESENTATIVE COMMONWEALTH OF PENNSYLVANIA COUNTY OF CUMBERLAND ss The Petitioner(s) above named swear(s) or affirm(s) that the statements in the foregoing petition are true and correct to the best of the knowledge and belief of Petitioner(s) and that as personal representative of the above decedent, petitioner(s) will well and truly administer the estate according to law. Sworn to or affirmed and subscribed before me this //~'/-/ day of May ,2004. Henry Moore No. 21-04- Estate of JOSEPH H.N. MOORE , deceased. DECREE OF PROBATE & GRANT OF LETTERS AND NOW, May // , 2004, in consideration of the Petition on the reverse side hereof, satisfactory proof having been presented before me, IT IS DECREED that the instrument(s) dated December 1, 2000 described therein be admitted to probate and filed of record as the Last Will of Joseph H.N. Moore ; and Letters Testamentary are hereby granted to Henry Moore FEES Probate, Letters, Etc ........ $ 235.00 Short Certificates(-3- ) .... $ 9.00 Renunciation(s) ........... $__ JCP .................... $. 10.00 Other Will PaRes (-2-) .... $ 6.00 TOTAL: .... $ 260.00 Filed ............................ SALZMANN HUGHES & FISHMAN PC Steven J. Fishman, Esq. (16269) ATTORNEY (Sup. Ct. I.D. No.) 95 Alexander Spring Road, Suite 3 Carlisle, PA 17013 ADDRESS 717-249-6333 PHONE his is to certify that the information here given is correctly copied from an original certificate of death duly filed with me as Local Registrar. The original certificate will be forwarded to the State Vital Records Office for permanent filing. WARNING: It is illegal to duplicate this copy by photostat or photograph. Fee for this certificate, $2.00 I b ','" HAR i 2.004 No. , - ~~ · Date Local Registrar ~ 143 RI~ 2/87 COMMONWEALTH OF PENNSYLVANIA * DEPARTMENT OF HEALTH ', VITAL RECORDS CERTIFICATE OF DEATH I , Cumberland I Carlisle I Manor Ca~ I=~ ~.-~. I,~, ' ' ,,~ Contractor I,,~ Construotion~. i,,. ,,. ("~" ,,Widowed ,,. [Tu ,,.. ~. ~ ,,,.~ ~~ Hampden 5 Linden Court ,~Camp Hill, PA 17011 ~'~ '~.~ Cumberland ~, ,,40 ~,-,~ 1,,. Ha~ry Moore ~ Henry N. Moore [~....~,'_:{,~,~o,,,,._.,=.,,-.~,.,,,E.,~ [DATE OF II~-,~. Day, Dig.arch 1 5, I,,.Mary Clark 1~.5 Linden Court, Camp Hill, PA 17011 I J~olling Green Mem. Park I,,* Camp Hill, 2004 PA 17011 L~.ENSEUUMBE. iNaME~OmESSO~,C..m, 1 7 7 I,.FO 012342 .L I~one&MurrayFH408 3rd St NewCumberlan~,¢A DUE TO(OR A~A CONSEOUENCE O~: DUE IO IOR AS A CONSEQUENCE O6): j%*-'~,,C AUTOPSY F~ ~ JMANNER OF DEATH J,~,~..~ [] co... ..... follows: FIRST I direct the payment of my debts and the exl~enses of my last illness and funeral from my estate as soon after my death as conveniently may be done. SECOND I give, devise and bequeath my entire estate of whatever nature as a. Fifty (50%)per cent to my son Henry Moore of Dover, PA b. Fifty (50%) per cent to my son Donald Moore of York County, PA. THIRD I direct that no trustee, executor or other fiduciary named, nominated, or appointed by this my Last Will and Testament shall be required to post any bond or give any security of any type for any purpose whatsoever, any law or rule of the court of the Commonwealth of Pennsylvania or any other jurisdiction to the contrary notwithstanding. I direct that the law of the Commonwealth of Pennsylvania shall apply to any interpretation or application of the validity of this instrument. heretofore made by me. LAST WILL AND TESTAMENT i~'i[~'f 1 'l OF JOSEPH H. N. MOORE't'' I, JOSEPH H. N. MOORE, of Cumberland County, Pennsylvania, being of sound mind, memory and understanding, do hereby make, publish and declare this as and for my Last Will and Testament, hereby revoking all other wills and codicils FOURTH Any and all payment or payments of any sum or sums, whether in cash or in kind and whether for principal or income, payable to an heir, or any of them, shall be made upon the sole receipt of the respective individual to whom the payment is made, and free from anticipation, alienation, assignment, attachment, and pledge, and free from control by the creditors of any such beneficiary. FIFTH I appoint my son Henry Moore, Executor of this my Last Will and Testament. Should my said Executor fail to survive me or for any reason fail to qualify as Executrix, then I appoint my son Donald A. Moore Executor of this my Last Will and Testament. IN WITNESS WHEREOF, I have hereunto set my hand and seal to this, my Last Will and Testament, consisting of two (2) typewritten pages, the first of which bear my signature in the margin for the purpose of identification, this 1st day of December, 2000. (SEAL) Signed, sealed, published and declared by the above named testator, Joseph H. N. Moore, as and for his Last Will and Testament, in the presence of us, who, at his request, in his sight and presence, and in the sight and presence of each other, have hereunto subscribed our names as witnesses. ~ ADDRESS /~ _/'"~,~ - (/ "// ,, . _ COMMONWEALTH OF PENNSYLVANIA COUNTY OF CUMBERLAND We, Henry H. N. Moore, and ~_Jqrq kJ~ ~C~¢?- SS. , the testator and the witnesses, respectively, whose names are signed to the attached or foregoing instrument, being first duly sworn, do hereby declare to the undersigned authority that the testator signed and executed the instrument of his Last Will and Testament, and that he signed willingly and that he executed as his free and voluntary act for the purposes therein expressed, and that each of the witnesses, in the presence and hearing of the testator, signed the Will as witnesses, and that to the best of their knowledge, the testator was at the time eighteen (18) years of age or older, of sound mind and under no constraint or undue influence. Sworn to and subscribed before me this 1st day of December, 2000. ~m~ Twp., ~m~ ~., PA J ~y C~m~an ~ 4. 12, ~ J CERTIFICATION OF NOTICE UNDER RULE 5.6(a) JOSEPH H.N. MOORE Name of Decedent: Date of Death: Estate No.: MARCH 11, 2004 21-04-0452 To the Register: I certify that notice of the beneficial interest required by Rule 5.6(a) of the Orphan's Court Rules was served on or mailed to the following beneficiaries of the above-captioned estate on May 25, 2004 . Name Address Henry N. Moore Donald A. Moore 5 Linden Court, Camp Hill, PA 17011 P.O. Box 143, Etters, PA 17319 Notice has now been given to all persons entitled thereto under Rule 5.6(a) except none . Date: 05/25/04 ~ Signature SALZMANN HUGHES & FISHMAN PC Name Steven J. Fishman Esquire Address 95 Alexander Spring Road, Suite 3 Capacity: Carlisle, PA 17013 Telephone (717) 249-2353 X __ Personal Representative __ Counsel for Personal Representative COMMONWEALTH O~ PENNSYLVANIA OEPARTMENTOFREVENUE BUREAU OFINDIVIDUAL TAXES DEPT280601 HARRISBURG, PA 17128-0601 RECEIVED FROM: PENNSYLVANIA INHERITANCE ANDESTATETAX OFFICIALRECEIPT REV-1162 EX(11 96) NO. CD OO4539 ........ fold FISHMAN STEVEN J 95 ALEXANDER SPRING RD SUITE 3 CARLISLE, PA 17013 ESTATE INFORMATION: SSN: 180-03-9594 FILE NUMBER: 2104-0452 DECEDENT NAME: MOORE JOSEPH H.N, DATE OF PAYMENT: 10/22/2004 POSTMARK DATE: 1 0/22/2004 COUNTY: CUMBERLAND DATE OF DEATH: 03/1 1/2004 ACN ASSESSMENT CONTROL NUMBER AMOUNT 101 I $8,810.00 TOTAL AMOUNT PAID: $8,810.00 REMARKS: SEAL CHECK# 107 INITIALS: JA RECEIVED BY: GLENDA FARNER STRASBAUGH REGISTER OF WILLS REGISTER OF WILLS COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE DEPT. 280601 HARRISBURG, PA 17128-0601 REV-1500 INHERITANCE TAX RETURN RESIDENT DECEDENT OFF~[AL USE ONLY FiLE NUMBER 21 -- 04 -0452 NUMBER U~L.~ENTE NAME (LAST, FIRST. AND MIDDLE iNITIAL) SOCIAL SEC URI'P~' NUMBER Moore Joseph H 180-03-9594 DA'~ OF DEATH (MM-OD-YEAR) DAT~ OF BIRTH (MM-DD-YEAR) THIS RETURN MUST BE FILED IN DUPLICATE WITH THE 3/11/2004 1/5/1912 REGISTER OF WILLS F APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST. AND MIDDLE INITIAL) SOCIAL SECURITY NUMBER xL~J 10dginal Return ~ 2. Supplemental Return ~-~ 6. Decedent Died Testate (AttachcopyofWl~l) ~ 7. OecedentUaintainedaLivingTmSt(AttacncopyofTtust) -- 8. TotaINumbe~of Safe Deposit Boxes ~] 9. Litigation Proceeds Received [] 10 Speusal Poverty Credit (dateOtdealhbetween12~3191ar~l.l.g$) [] 11 Election totaXunderSec. 9113(A)tAtta~scho) z THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO: NAME COMPLE1E MAILING ADDRESS Steven J. Fishman, Esquire 95 Alexander Spring Road, Suite 3 FIRM NAME (If Applicable) SALZMANN, HUGHES & FISh, AN PC Carlisle, PA 17013 ~LEPHONE NUMBER 717-249-6333 I. Real Estate (Schedule A) (1) 129,900 2 Stocks and Bonds (Schedule B) (2) 0 3 Closely Held C~-poration, Partnership or Sole-Proprietorship(3) I~' 4. Mortgages & Notes Receivable (Schedule O) (4} ~- 5.(ScheduleCaSh' BalkE)Deposds & Mlece~leneous Personal P~operb/ (5) 13,10~. 6 JoinByOvaled Predefty(ScheduleF) (6) 0 [~ Separate Billing Reduested 7. Inter-Vivos Transfem & Miscellaneous Non-Probate Property (7) ~3, 632 (Schedule G or L) . ~ 8 Total Gross Assets (total Lines 1-7) (8) 9 Funeral Expenses & Administrative Costs (Schedule H} (9) 29,418 10 Debts of DecedenL Mortgage Liabilities, & Liens (Scheduler) (10} I, 452 11. Total Deductions (total Lines 9 & 10) (11 ) 12. Net Value of Estate (Line 8 minus Line 11 ) (12) 13. CharitabteandG~vemrnenta~Eequests~Sec9113Trustsf~rwhichanelecfi~nt~taxhasn~tbeen made (Schedule J) ( 13 ) 14. Net Value Subject to Tax (Line 12 minus Line 13) ~4~ OFFICIAL USE ONLY ' 226,640 30,870 195,770 0 195,770 SEE INSTRUCTIONS (3N REVERSE SIDE FOR APPLICABLE RATES 0 x.0 0 195,770 0 x 15 (18 0 8,810 0 0 8,830 > > SE SURE TO ANSWER ALL QUESTIONS ON REVERSE SIDE AND RECHECK MATH < < Decedent's Complete Address: our~ Tax Payments and Credits: 1. Tax Due (Page 1 Line 19) 2. Credits/Payments A. Spousal Poverty Credit 0 B. Prior Payments 0 C, Discount 0 3. Interest/Penalty if applicable D. Interest 0 E. Penalty 0 Total Credits (A + B + C) (2) Total Interest/Penalty (D + E) (3) (1) 8,810 0 0 0 8~810 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 (4) 5. If Line I + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5) -- A. Enter the interest on the tax due. (5A) B. Enter the total of Line 5 + 5A. This is the BALANCE DUE. Make ,AGENT (5B) 8,810 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 reversionary interest; or ................................ [~ d. receive the promise for life of either peyments, baneflts 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 Individuar 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. 5 Linden Court / ~ 9§ Alexander Spring Road, Ste. 3 Camp Hill, PA 17011 Carlisle, PA 17013 DATE ~72 P.S.§ 9916 (a) (I.1) (i)]. SCHEDULE COMMONWEALTH OF PENNSYLVANIA REAL ESTATE INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER Joseph H. Moore 21-04-0452 Real prope~y which is Jointly-owned with right of survivorship must be disclosed on Schedule F ITEM NUMBER ~~ VALUE AT DATE 1. OF DEATH DESCRIP~ON --~en Court, Ca_tap H~i~-, Hampden Township, Cumberland County (settlement sheet attached) TOTAL (Also enter on line 1, Recapitulation) 129,900 $__ 129,900 3W4695 1 000 (if more space Ps needed, inse~ additional sh~ts of the same size) ~ REV-1508 E~( + (6-98) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN ~ESIDENT DECEDENT ESTATE OF Joseph H. Moore ITEM SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY____.___.._L__- FILE NUMBER Aii,;~ th~olPnr~v~.~: of ,,t~gat,~l a~d the date the proceeds .re rece wd by the estate, 21--04-0452 All property jointly ed with the right of survivorship must be disclosed on Schedule F. NUMBER 1 DESCRIPTION Citizens Bank, checking account VALUE AT DATE-- OF DEATH 13,108 TOTAL Also enter on line 5, Reca itulation 13,108 3W46AD ~ 000 (II more space is needed, insert additional sheets of the same size) ~EV 1510 COM~IONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Joseph H. Moore SCHEDULE G INTER-VIVOS TRANSFERS & MISC. NON-PROBATE PROPERTY 21-04-0452 NUMBEr This schedule must be completed and filed if the answer to any of questions I through 4 on the reverse side of the REV-1500 COVER SHEET is yes. INQLO~T~-EN':~CEOFT~=TRANSFEREE'T~EIRR~b~T*Ot~'}'IPTODECEDENTi~tD DATE OF DEATH % OF DECD'S EXCLUSION T~ DATE OF T~FE~ ATT~ A COPY OF Tk~ DEED FOR REAL ESTATE VALUE OF ASSET INTEREST ~ Morgan Stanley Active Assets Account Donald A. Moore Trustee, Joseph H.N. Moore Trust Beneficiaries: 25% - Henry Moore, son 25% - Donald Moore, son 12 1/2% each grandchild~ Monte Moore, Jeffrey Moore, Donna Stockli & Pamela Parnell 83,632 100.000 TOTAL (Also enter on line 7, Recapitulation $ TAXABLE VALUE 0 83,632 83,632 (If more space is needed, insed additioaa~ shsets of the same size) 3W46AF 1 000 COMMONWE. AL~ OF PENNSYLVANIA INHERITANCE TAX RETURN RE,~0ENT DECEDENT SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS ESTATE OF FILE NUMBER Joseph H. Moore 21-04-0452 Debts of decedent must be reported on Schedule I. ITEM NUMBER DESCRIPTION AMOUNT 2 5. 6. 7. 1 2 3 4 FUNERAL EXPENSES: Flowers Stone & Murray Funeral Home ADMINISTRATIVE COSTS: Personal Representative's Commissions Name of Personal Representative(s) Social Security Number(s) / EIN Number of Personal Representative(s) Street Address City State __ Zip Year(s) Commission Paid: Attorney Fees Family Exemption: (If decedent*s address is not the same as claimant's, attach explanation) Claimant ,qen=¥ Moore Street Address 5 Linden Court city ~ Hill Relationship of Claimant to Decedent SON Probate Fees Accountant's Fees Tax Return Preparer's Fees Sta~ PA Zip 17011 C,~m~erland Law Journal Register of Wills Settlement charges The Sentinel - Legal TOTAL (Also enter on line 9, Recapitulation) $ 161 6,576 4,000 3,500 260 75 25 16,712 109 29,418 3W40AG 1000 (If more space is needed, insed additional sh~ts of me same size) ,qEV-1512 EX'+ COMMONWEALTH Of PENNSYLVANIA INFERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Joseph H. Moore SCHEDULE I ~ DEBTS OF DECEDENT, MORTGAGE LIABILITIES, & LIENS FILE NUMBER 21-04-0452 ITEM NUMBER 2 3 4 5 UGI 3W46AH 1000 Include unreirnbumed medical expenses. DESCRIPTION American Water Hampden Township, trash PP&L Sprint Telephone TOTAL (Also enter on line 10, Recapitulation) (If more space is needed, insert additional sheets of the same size) VALUE AT DATE OF DEATH 174 195 240 210 633 1,452 REV-1513 EX+ (9-00) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF SCHEDULE J BENEFICIARIES Joseph H. Moore NUMBER 1 II FILE NUII~ER 21-04-0452 RELATIONSHIP TO DECEDENT Do Not List Trustee(s) NAME AND ADDR~S OF PERSON(~ RECEI~NG PROPERTY TAXABLE DISTRIBUTIONS [in~ude outdght s~usa[ distd~tions, and transfers under Sec. 9116(a) (1 Donald A. Moore P.O. Box 143 Etters, PA 17319 Son Henry N. Moore P.O. Box 143 Etters, PA 17319 Son 50% AMOUNT OR SNARE OF ESTATE 50% NON-TAXABLE DISTRIBUTIONS: A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS TOTAL OF PART II - ENTER TOTAL NON-TAXABLE DIS~q~IBUTIONS ON LINE 13 OF REV-1500 COVER SHEET 3W46AI 1 oo0 (If more space is needed, insert additional sheets of the same size) ENTER DOLLAR AMOUNTS FOR DIS3~IBUT[ONS SHOWN ABOVE ON LINES 15 THROUGH 18, AS APPROPRIATE, ON REV-1500 COVER SHEET LAST WILL AND TESTAMENT Of JOSEPH h. N. MOORE I, JOSEPH H. N. MOORE, of Cumberland County, Pennsylvania, being of sound mind, memory and understanding, do hereby make, publish and declare this as and for my Last Will and Testament, hereby revoking all other wills and codicils heretofore made by me. FIRST I direct the payment of my debts and the exl~enses of my last illness and funeral from my estate as soon after my death as conveniently may be done. SECOND I give, devise and bequeath my entire estate of whatever nature as follows: a. Fifty (50%)per cent to my son Henry Moore of Dover, PA b. Fifty (50%) per cent to my son Donald Moore of York County, PA. THIRD I direct that no trustee, executor or other fiduciary named, nominated, or appointed by this my Last Will and Testament shall be required to post any bond or give any security of any type for any purpose whatsoever, any law or rule of the court of the Commonwealth of Pennsylvania or any other jurisdiction to the contrary notwithstanding. I direct that the law of the Commonwealth of Pennsylvania shall apply to any interpretation or application of the validity of this instrument. FOURTH Any and all payment or payments of any sum or sums, whether in cash or in kind and whether for principal or income, payable to an heir, or any of them, shall be made upon the sole receipt of the respective individual to whom the payment is made, and free from anticipation, alienation, assignment, attachment, and pledge, and free from control by the creditors of any such beneficiary. FIFTH I appoint my son Henry Moore, Executor of this my Last Will and Testament. Should my said Executor fail to survive me or for any reason fail to qualify as Executrix, then I appoint my son Donald A. Moore Executor of this my Last Will and Testament. IN WITNESS WHEREOF, I have hereunto set my hand and seal to this, my Last Will and Testament, consisting of two (2) typewritten pages, the first of which bear my signature in the margin for the purpose of identification, this 1st day of December, 2000. · '¼. (~ JOSEPH H. N. MOORE Signed, sealed, published and declared by the above named testator, Joseph H. N. Moore, as and for his Last Will and Testament, in the presence of us, who, at his request, in his sight and presence, and in the sight and presence of each other, have hereunto subscribed our names as witnesses. COMMONWEALTH OF PENNSYLVANIA COUNTY OF CUMBERLAND We, Henry H. N. Moore, and : SS. : , the testator and the witnesses, respectively, whose names are signed to the attached or foregoing instrument, being first duly sworn, do hereby declare to the undersigned authority that the testator signed and executed the instrument of his Last Will and Testament, and that he signed willingly and that he executed as his free and voluntary act for the purposes therein expressed, and that each of the witnesses, in the presence and hearing of the testator, signed the Will as witnesses, and that to the best of their knowledge, the testator was at the time eighteen (18) years of age or older, of sound mind and under no constraint or undue influence. Sworn to and subscribed before me this 1st day of December, 2000. ~ml~ Tv,p. ~ ~, P~ ~ IRREVOCABLE TRUST THIS AGREEMENT OF TRUST executed in duplicate this '~o'+ day of ~ ,1999, between Joseph H. N.. Moore of Camp Hill, Cumberland County, Pennsylvania (hereinafter called Settlor), and Donald A. Moore of Camp Hill, Cumberland County, Pennsylvania (hereinafter called Trustee), VVlTNESSETH: 1. Settlor hereby establishes with Trustee a trust to consist of the property described in Schedule A annexed hereto together with the investments, reinvestments and proceeds thereof, and such additions as may from time to time be made, to be held by Trustee, IN TRUST, for the following uses and purposes and subject to the terms and conditions of this agreement. 2. Trustee shall accumulate and reinvest the net income from each trust until my death at which time the trust shall be distributed as follows: A. 25% to my son Henry Moore. In the event my said son predeceases me, I give such share to such of his children as survive him in equal shares. B. 25% to my son Donald Moore. In the event my said son predeceases me, I give such share to such of his children as survive him in equal shares. C. 12 % % to each of my grandchildren: Monte Moore, Jeffrey Moore, Donna Stockli and Pamela Parnell. 3. The interests of the beneficiaries hereunder shall not be subject to anticipation or to voluntary .or involuntary alienation. 4. Trustee shall have the following powers in addition to those vested in it by law and by other provisions hereof applicable to all property, principal and income, exercisable without court approval, and effective until actual distribution of all property: A. To retain the property hereby transferred to this trust as well as any or all property that may be added to this trust hereafter by Settlor or others, real or personal, without regard to any principle of risk, diversification of productivity. B. To invest in all forms of property including, but not by way of limitation to all types of stocks and bonds, shares of investment companies, participation in common trust funds and mortgage investment funds without being confined to Ulegal" investments and without regard to any principle of risk, diversification or productivity. C. To compromise claims. D. To distribute in cash or kind or partly each. E. To allocate receipts and expenses to principal or income or partly to each~as Trustee from time to time thinks proper in its sole discretion. F. To hold property in its name without designation of any fiduciary capacity or in the name of a nominee or unregistered. 5. Subject to the approval of Trustee anyone may add property, real or personal, to the principal of these trusts by deed, will or otherwise. 6. Trustee shall not receive compensation for the performance of his functions hereunder. 7. Settlor has had explained to him the consequences of an Irrevocable Trust and hereby declares that he intends this trust to be irrevocable, 8. The situs of this trust for administrative and accounting purposes shall be in the County of Cumberland and Commonwealth of Pennsylvania, and all questions pertaining to the construction or validity of the provisions of this instrument shall be governed by the laws of that Commonwealth. IN WITNESS WHEREOF, Settlor has hereunto set his hand the day and year above written and trustee has executed this instrument and caused its corporate seal to be affixed hereto. Sefflor: " X ~PHH - "~' · N. M~ORE Truste~T~ _ DON^LD ^. MOORF: COMMONWEALTH OF PENNSYLVANIA COUNTY OF CUMBERLAND ) :SS. ) . . ,,..And now, the ~"~-- day of ~ ,1999, personally appeared before me, the unaers]gnea omcer, JOSEPH H. N. MOORE'who, being known to me, acknowledged himself to be the person whose name is subscribed to the within instrument and that he executed same for the purposes therein contained. IN WITNESS WHEREOF, I hereunto set my hand and official seal. Notary Public '" NOTARIAL SEAL I [ RTEVEN.J~FI~HMA~- N(~t~l~ublic I ~ ~arllnln ~Om, Cumberland Coun~,.~ [ 3 a.O,~ ,eememenL Statement u.s. Department of Housing and Urban Development B. Type of Loan OMB No. 2502.0265 RE 4. gVA S. Dc~.v. ~.. 04-0112 1742062043 D. NAME OF BORROWER: Dale Greenholt E. NAME OF SELLER: Estate of Joseph H.N. Moore ADDRESS: F. NAME OF LENDER: Chase Manhatten Mortgage Corporation ADDRESS: 10151 Dcerwood Park Blvd. Buildin~ 400 Suite 401. Jacksonville. FL 32256 G. PROPERTY ADDRF~S: $ Linden Court, Camp Hill, PA 17011 Hamoden Township H: SEI'TLI/MENT AGENT: Supreme Settlement Services, LLC, Telephone: 717-737-8315 Fax: 717-737-9361 PLACE OF S~TTLEMR~IT: 161 South 32nd Street. Camo Hill. PA 1701 I. SEI'I LEMI;NT DATE: 08/31/2004 J. SUMMARY OF BORROWER'S TRANSACTION: K. SUMMARY OF SELLER'S TRANSACTION: 100. GROS~ AMOUNT DUE FROM BORROVVER 400. GROSS AMOUNT DUE TO SF[ 10t. Contract sale! mice 129, g00.00 401. Conlract aalea ~l~(;a 129,900.00 1o4. 404. 105. 40~, Adlustments for Items oald bv seUer i a advance Ad_lustments for items 9aid bv selie n advan~.~ 107 CoHnfv tax~. 08/31/04t~12/31/04 76.69 407. Counlv t~es 08/31/04 to 12/31/04 76.69 t08 Sehanlta~nn 08/31/04t~06/30/05 773.22 408. Schoolta~.. 08/31/04m06/30/05 773.22, t0g. Snw~rrrrash 37.50 4c~. ~,~,r/Trash 37.50 11o. 410. 111, 411, 112. 412, 120. GROSS AMOUNT DUE FROM BORROWER 135,493.43 420. GROSS AMOUNT DUE TO SELLER; 130,787.41 200. AMOUNTS PAID S¥ OR ON BEHALF OF BORF OWEN 500. REDUCTIONS IN AMOUNT DUE TO 205, ~0~, 208. 506, 207. 2~. Adlustments for Items unoald by ~rl~ r Ad_lustments for Items unoald bv sell ~r 214. 014, ~1~ ~1~. ~t~ ~10, 21a, 219. filS. 220. TOTAL PAID BY/FOR SORROWER 136,020.50 520. TOTAL REDUCTION AMOUNT DUE SELLER 16f712.38 300. CASH AT SETTLEMENT FROM OR TO BORNe ~WER 600. CASH AT SETTLEMENT TO OR FROM SELLER SELLER(S) PtHONE NUMBERS: (H) (W) U.S. DEPARTMENT OF HOUSING AND URBAN DEVELOPMENT File Numl~r: 04-0112 PAGE 2 L BETTL~=MENT CHARGES PAID FROM PAiD FROM 700. TOTAL SALES/BROKER'S COMMISSION based on ~dce $129,900 · 00 -- 7,380.00 BORROWER'S SELLER'S Division of cnmmJ~sinn (line ?flO~ as follaw~ FUNDS AT FUNDS AT 701. $ 3,715.00 ID Centur~ 21 Pisctonert Realty, Inc. SETTLEMENT SETTLEMENT 70~ ~ 3,665.00 I;~ Straub & Associates Real Estate Croup, Inc 704 Se~l~Faa to Centu~ 21 Piscioneri Realty, Inc. 195.00 800. ITEMS PAYABLE IN CONNECTION VV~TH LOAN 901. Interest From 08/31/2004 to 09/01/2004 RS 22.2431 Idev I Days LR 22.24 1tt0 (~ner'*Pol[~v 1294900.00 - 1,008.75 CITIZENS BANK 525 William Penn Place Suite 153-2510 Pittsburgh, PA 15219 June 28, 2004 STEVEN J FISHMAN SALZMANN HUGHES & FISHMAN PC 95 ALEXANDER SPRING RD SUITE 3 CARLISLE, PA 17013 Estate of JOSEPH H N MOORE Date of Death: March 11, 2004 SSN: 180-03-9594 Dear Sir: In accordance with your request, the attached information sheet has been provided in the above decedent's name as of his date of death. The decedent had 1 active account at the time of his death and he had no Safe Deposit Box. For IL or LC accounts, contact our Loan Department at 1-800-708-6680. For all other inquiries, please call 1-888-999-6884. Sincerely, Philip Lynch Operations Services CITIZENS BANK Account Number Account Title 6100716805 JOSEPH H N MOORE Date Opened 6/6/1966 Account Type Checking Principal Balance as o f DOD $13,107.81 Interest from Last Posting to DOD $ .00 Account Balance as of DOD ' $13,107.81 YTD Interest to DOD $5.09 COMMONWEALTH OF PENNSYLVANIA '~ ss: COUNTY OF CUMBERLAND ~ Henry Moore being duly sworn according to law, deposes and says that he is the Executor of the Estate of Joseph H.N..~oore late of -- fi~L~--.n-~T~waship , Cumberland County, Pa., deceased and that the wJfhln is an inventory made by him , the said Executor of the entire estate of said decedent, consisting of all the personal property and real estate, except real estate outside the Commonwealth of Pennsylvania, and that the figures opposlfe each item of the Inventory represent it's fair value as of the date of decedent's death. end subscribed before me, 2004 P.O. BOX 143 Etters, PA 17319 Address MemlM Date of Death March 2004 2. 3. 4. Day Month Year INSTRUCTIONS An inventory must be filed within three months after appo'ntment of personal represenfahve. A supplement inventory must be filed within thirty days of discovery of additional assets. Additional sheets may be attached as fo personalty or realty See Article IV, FJduc;arles Act of 1949. 0 Z O ~ Inventory of the real and personal estate of Joseph H.N. Moore deceased 5 Linden Court, Camp Hill, Hampden Township, Cumberland County, PA Citizens Bank, checking account' $129,901 13,101 I.O0 ~.00 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE NOT/CE OF INHERITANCE TAX APPRAISEMENT, ALLO#ANCE OR DZSALLO#ANCE OF DEDUCTIONS AND ASSESSMENT OF TAX 20Ot DEC 29 9:08 DATE ESTATE OF DATE OF DEATH FILE NUHBER COUNTY ACN 12-27-2004 MOORE 05-11-2004 21 04-0452 CUMBERLAND 101 Amount Remitted RE¥-15~7 EX AFP (09-0~) dOSEPH H MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17015 CUT ALONG THZS LINE ~ RETAZN LOWER PORTZON FOR YOUR RECORDS ~ REV-1547 EX AFP (01-03) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTZONS AND ASSESSMENT OF TAX ESTATE OF MOORE dOSEPH H FILE NO. 21 04-0452 ACM 101 DATE 11-27-2004 TAX RETURN #AS: (X) ACCEPTED AS F/LED ( ) CHANGED RESERVATION CONCERNING FUTURE INTEREST - SEE REVERS;. APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. Real Estate (Schedule A) (1) 2. Stocks and Bonds (Schedule B) (2) 3. Closely Held Stock/Partnership Interest (Schedule C) (3) 4. Mortgages/Notes RecaivabZa (Schedule D) (4) 5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) 6. Jointly Owned Property {Schedule F) (6) 7. Transfers (Schedule G) (7) 8. Total Assets APPROVED DEDUCTZONS AND EXENPTZONS: 9. Funeral Expansas/Adm. Costs/Misc. Expanses (Schedule H) (9) 10. Debts/Mortgage Liabilities/Liens (Schedule l) (10) 11. Total Deductions Nat Value of Tax Return 129~900.00 .00 .00 .00 13/108.00 .00 NOTE: To insure proper credit to your account, submit the upper portion of this form with your tax payment. 83~632.00 (8) 226,640.00 29,418.00 1~452.00 (11) 30.870.00 (12) 195,770.00 13. 14. NOTE: Char/table/Governmental Bequests; Non-elected 911:5 Trusts (Schedule J) (13) . O0 Net Value of Estate Sub,~act to Tax (14) 195,770.00 :;f an assessBent was issued previously, lines 14, 15 and/or 16, 17, 18 and 19 will reflect figures that /nclude the total of ALL returns assessed to date. ASSESSMENT OF TAX: 15. Amount of Line 14 at Spousal rate 16. Amount of Lin,,. 14 taxable at Lineal/Class A ra~a 17. Amount of Line 14 at Sibling rate 18. Amount of Line 14 taxable at Collateral/Class B rate 19. Principal Tax Due TAX CREDITS: PAYMENT RECEIPT DISCOUNT DATE NUMBER TNTEREST/PEN PAID (-) 10-22-2004 CDOOqS:~9 . O0 (15) .00 x O0 = .00 (16) 195,770.00 x 045= 8,810.00 (17) .00 X 12 : .00 (18) . O0 x 15 = . O0 (19)= 8,810. O0 AHOUNT PAID 8,810.00 ZF PA/D AFTER DATE /NDZCATED, SEE REVERSE FOR CALCULATZON OF ADDZTIONAL ZNTEREST. TOTAL TAX CREDIT BALANCE OF TAX DUE INTEREST AND PEN. TOTAL DUE 8,810.00.00.00.00 I ( ZF TOTAL DUE IS LESS THAN $1, NO PAYMENT 1S REQUIRED. IF TOTAL DUE ZS REFLECTED AS A 'CREDZT" (CR), YOU NAY BE DUE A REFUND. SEE REVERSE SZDE OF THZS FORM FOR /NSTRUCTZONS.) STATUS REPORT UNDER RULE 6.12 Name of Decedent: JOSEPH H.N. MOORE Date of Death: March 11. 2004 No. 21-04-0452 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. 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 final account with the Court? Yes X No 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? X Yes No d. Copies of receipts, releases, joinders and pprovals of formal or informal accounts may be filed with the CI of Orphan's Court and may be attached to this report. Date: 10/27/05 Capacity: (' I ..f"\ f f -, '," '." (\ -v;, j G - / ~,.'/ W X Personal Representative Counsel for Personal Representative If l/i