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04-0026
PETITION FOR PROBATE and GRANT OF LETTERS Estate of also known as ROBBERTA D. GROVE Deceased Social Security No. I b 2--3 ~- '4 ~ No. To: Register of Wills for the County of Cumberland in the Commonwealth of Pennsylvania The petition of the undersigned respectfully represents that: Your petitioners are 18 years of age or older and the Executors named in the last will of the above decedent, dated October 14, 2003, and codicil(s) dated none. Decedent was domiciled at death in Cumberland County, Pennsylvania, with her last family or principal residence at 203 Frost Road, Gardners, South Middleton Township. Decedent, then 91 year,s of age, died January 7, 2004, at 203 Frost Road, Gardners, Cumberland County, Pennsylvania. 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 Pennsylvania (If not domiciled in Pa.) Personal property in County Value of real estate in Pennsylvania situated as follows: South Middleton Township, Cumberland County $ unestimated $ Sunestimated WHEREFORE, petitioners respectfully request the probate of the last will and codicil(s) presented herewith and the grant of letters testamentary thereon. I~. Russell ~rov~, ii ' P.O. Box 617 Boiling Springs, PA 17007 (717) 243-3266 William K. Grove 573 Mountain Road/ /°o Boiling Springs, PA 17007 (717) 258-6286 OATH OF PERSONAL REPRESENTATIVE COMMONWEALTH OF PENNSYLVANIA ) : SS. COUNTY OF CUMBERLAND ) The petitioners above-named swear or affirm that the statements in the foregoing petition are true and correct to the best of the knowledge and belief of petitioners and that as personal representatives of the above decedent, petitioners will well and truly administer the estate according to law. Sworn to or affirmed and subscribed (~jme this ~7~-~ dayof H. Russell Grove, II J" William K. Grove Estate of Robberta D. Grove, Deceased DECREE OF PROBATE AND GRANT OF LETTERS i AND NOWi~ ~. ~(~9/ , in consideration of the petition on the reverse side h ~ / ' ereof, satisfactory proof having been presented before me, IT IS DECREED that the instrument(s) dated October 14, 2003, described therein be admitted to probate and filed of record as the last will of Robberta D. Grove and Letters Testamentary are hereby granted to H. Russell Grove, II, and William K. Grove. Will Book # Page FEES Probate, Letters, Etc. Certificates( ) ~ ~. ~}t~ion TOTAL Filed~. ¢ Edward L. Scho~p (17495) ATTORNEY (Sup. Ct. I.D. No.) MARTSON DEARDORFF WILLIAMS & OTTO 10 East High Street Carlisle, PA 17013 (717) 243-3341 F:\FILES\DATAFILE\ESTATES\10634-I petition Itt 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, $2.00 ~{,.~, ~ ~1~ ' ~'~"~~~'~Local Registrar No. ~ Date JAN 9 200 Robberta UNDER 1 YEAR Cumberland 203 Frost Rd. Gardners, P~ COMMONWEALTH OF PENNSYLVANIA * DEPARTMENT OF HEALTH * VITAL RECORDS CERTIFICATE OF DEATH (Coroner) STATE FILE NUMBER SEX SOCIAL SECURITY NUMBER ] DATE OF DEATH (Moc~m Day Year) Grove 12. Female 3. 16f-$f-455~ I. January' 7', 2004 ~P~ ~H IFACILI~ NAME (If n~ ~t~, ~ve ~r~ and numar) :~ .............. I ~ ~CEDENT EVER IN OECEDENT'S EDUC~ ---- '---- 13, 612) 12+ ( ...... ) 14w~dow~~_ K. Grove Mary Get,ach la~.573 Mountain rd. Boi~_ing Sprin~s, PA 17007 DATE OF DISPOSITION (Momlh. Day, Year) PLACE OF DISPO~'ION. Name of Cemetery. Cremalory LOCATION. C~t~ fTown, ~ c,.~,~.E3 .~,ov.,...,s,.,.D rql,,B' 117012004 z,~unnysid¢ c~metery 2,~orh Springs, PA 17572 a~. 011589L ~g~.tingerF. g. ~Cr~matoryMt. Ho~ySprin~s~ PA 17065 · ~ 6b:O000 A M. ,s. January 7, 2004 {~ ~ · . e otic Cardiovascular Disease iCRIBE HOW INJURY OCCURRED. Coroner L~EN~ NUMBER [ DATE S~NED ~. Day Yeer) J2~. January 72 2004 NAME AND AD~E~ ~ PERSON WHO COMPLETED ~UDE (Item27)TyPeorPdnt Michael L. Norris, Coroner 6375 Basehore Road, Suite #1 ,2. Mechanicsburg, Pa. 17050 F:~FILES~DATAFILE\Estat¢ Planning\ 10634-w.wi]l.2. rrm LAST WILL AND TESTAMENT OF ROBBERTA D. GROVE I, Robberta D. Grove, a legal resident of South Middleton Township, Cumberland County, Pennsylvania, being of sound and disposing 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 that all my just debts and funeral expenses, including my grave marker, shall be paid from the assets of my estate as soon as practicable after my decease. SECOND: I direct that all taxes that may be assessed in consequence of my death, of whatever nature and by whatever jurisdiction imposed, shall be paid from my residuary estate as a part of the expense of the administration of my estate. THIRD: I make the following specific bequests: Ao To my son, H. Russell Grove, II, I devise and bequeath my grandfather clock. I request that my son, H. Russell Grove, II, make provision that the grandfather clock be devised to his son, H. Russell Grove, m, upon his death. To my son, William K. Grove, I devise and bequeath the Grove cradle and the old living room chair. Co To my grandson, H. Russell Grove, m, I devise and bequeath my Farmal Model A. tractor, all cultivators, my plow, my snow-blade, my shovel plow and any pickup truck which I may own at the time of my death. FOURTH: I devise and bequeath the sum of One Thousand ($1,000.00) Dollars to Mount Victory United Methodist Church to be applied to the principal balance of the building mortgage. If, at the time of my death, the mortgage principal is less than this amount, the balance of this bequest shall be placed in the church buildihg fund. FIFTH: I devise and bequeath the residue of my estate, of every nature and wherever situate, in the following shares: A. Two (2%) percent to each of my grandchildren who shall have survived me; B. One (1%) percent to A. Larry Bream; One-half of one (1/2%) percent to Mr. and Mrs. Donald Slaybaugh, or the survivor; initials The balance to my sons, equally, provided that the share of any son who predeceases me shall be distributed to his issue, per stirpes, and in default of any such then-living issue, such share shall be added to the share for my other son. SIXTH: I nominate, constitute and appoint my sons, H. Russell Grove, II, and William K. Grove, co-Executors, or the survivor as Executor, of this, my Last Will and Testament. I hereby relieve my Executors from the necessity of posting security in connection with their duties as such in any jurisdiction in which they may be called upon to act, insofar as I am able by law so to do. IN WITNESS WHEREOF, I have hereunto set my hand and seal to this, my Last Will and Testament, consisting of two typewritten pages, each of which bears my initials, this /,5/',t~ day Robberta D. Grove, Testatrix Signed, sealed, published, and declared by the above-named Testatrix, Robberta D. Grove, as and for her Last Will and Testament, in the presence of us, who, at her request, in her sight and presence, and in the sight and presence of each other, have hereunto subscribed our names as witnesses. COMMONWEALTH OF PENNSYLVANIA ) 'SS. COUNTY OF CUMBERLAND ) We, Robberta D. Grove, ,/4. l. De~ , and O ~ c-Ct:~L k/, ~g.~ ~ , the Testatrix and the witnesses, respectively, whose names are signed to the foregoing instrument, being first duly sworn, do hereby declare to the undersigned authority that the Testatrix signed and executed the instrument as her last Will and that the Testatrix has signed willingly, and that the Testatrix executed it as her free and voluntary act tbr the purposes therein expressed, and that each of the witnesses, in the presence and hearing of the Testatrix, signed the Will as a witness and that to the best of his/her knowledge the Testatrix was at that time eighteen years of age or older, of sound mind and under no constraint or undue influence. Robberta D. Grove, Testatrix ,~itrd~i s ('/AtOm':ess: /o ~. /-/; q~ / ?c'o? Subscribed, sworn to and acknowledged before me by Robberta D. Grove, the Testatrix, and subscribed and sworn to before me by ~'--~.C&-t,~/t~e__ ~. ~&fc_a.t- and -Jr¥'h~tr'c.t.& "'/. ~b--,,,,t~-~ , the witnesses, thisDl~4'~day of Notary Public (~ NOTARIAL SEAL CORRINE L. MYERS, NOTARY PUBLIC CARLISLE BORO, COUNTY OF CUMBERLAND MY COMMISSION EXPIRES MAY 27, 2007 F:\FILES\DATAFILE\ESTATES\ 10634-1 .notice.cer Name of Decedent: Date of Death: File No. CERTIFICATION OF NOTICE UNDER RULE 5.6(a) Robberta D. Grove January 7, 2004 21-04-0026 To the Register: I certify that notice of estate administration required by Rule 5.6(a) of the Orphans' Court Rules was served on or mailed to the following beneficiaries of the above-captioned estate on or about February 25, 2004. Mr. H. Russell Grove II P.O. Box 617 Boiling Springs, PA 17007 Mrs. Susan Stuck 5349 St. Paul's Church Road Goochland, VA 23063 Mr. Adam L. Bream 877 Baltimore Pike Gardners, PA 17324 Mr. William K. Grove P.O. Box 324 Boiling Springs, PA 17007 Mr. David M. Grove 2295 Cartersville Road Goochland, VA 23063 Mr. & Mrs. Donald E. Slaybaugh 201 Frost Road Gardners, PA 17324 Mr. H. Russell Grove III 421 Old State Road Gardners, PA 17324 Mr. James E. Grove 12 Orion Road Boiling Springs, PA 17007 Mr. Jason R. Grove P.O. Box 324 Boiling Springs, PA 17007 Mount Victory United Methodist Church One Victory Church Road Gardners, PA 17324 Date: Notice has now been given to all persons entitled thereto under Rule 5.6(a) except: N/A February 25, 2004 Signature Name MARTSON DEARDORFF WILLIAMS & OTTO Ten East High Street Carlisle, PA 17013 (717) 243-3341 Attorneys for Personal Representative COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF ~NDIWDUAL TAXES DEPT. 280601 HARRISBURG, PA 17128-0601 REdEIVED FROM: PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT NO. REV-1162 EX(11-96) CD 003779 SCHORPP EDWARD L 10 EAST HIGH STREET CARLISLE, PA 17013 fold ~,~ ESTATE INFORMATION: SSN: 162-32-4539 FILE NUMBER: 2104-0026 DECEDENT NAME: GROVE ROBBERTA D DATE OF PAYMENT: 04/07/2004 POSTMARK DATE: 00/00/0000 COUNTY: CUMBERLAND DATE OF DEATH: 01/07/2004 ACN ASSESSMENT CONTROL NUMBER AMOUNT 101 (;4,500.00 REMARKS: CHECK# 104 SEAL TOTAL AMOUNT PAID' $4,500.00 INITIALS: JA RECEIVED BY: GLENDA FARNER STRASBAUGH REGISTER OF WILLS REGISTER OF WILLS STONE LAFAVER & SHEKLETSKI DATE : Apr 2/2004 CHE # : 40065 ACCOUNT: GENERAL - 1 PAID TO: REGISTER OF WILLLS CUMBER~iC.OUNTY 40065 'O4 ~PR -5 P 1:23 ADD'L FEE ON INH TAX RET FOR BUYE~2,~T. Ctlmb~, CLIENT: 625 - Charolotte W. Buyer Estate MATTER: 20624 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG, PA 17128-0601 RECEIVED FROM: PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT NO. REV-1162 EX(11-96) CD 004010 SCHORPP EDWARD L 10 EAST HIGH STREET CARLISLE, PA 17013 ........ fold ESTATE INFORMATION: SSN: 162-32-4539 FILE NUMBER: 2104-0026 DECEDENT NAME: GROVE ROBBERTA D DATE OF PAYMENT: 06/04/2004 POSTMARK DATE: 00/00/0000 COUNTY: CUMBERLAND DATE OF DEATH: 01/07/2004 ACN ASSESSMENT CONTROL NUMBER AMOUNT 101 $2,535.03 REMARKS: WK GROVE TOTAL AMOUNT PAID' $2,535.03 SEAL CHECK//114 INITIALS: VZ 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 I OF'FiCIAL USE ©NLY FILE NUMBER 21 04 00026 COUNTY CODE YEAR NUMBER z DEOEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL) GROVE, ROBBERTA D. DATE OF DEATH (MM-DD-YEAR) DATE OF BIRTH (MM-DD-YEAR) 01/07/2004 04/12/1912 SOCIAL SECURITY NUMBER 162-32-4539 THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS IF APPLICABLE) SURVIVING SPOUSE'S NAME ( LAST, FIRST AND MIDDLE INITIAL) SOCIAL SECURITY NUMBER [] 1. Original Return [] 2. Supplemental Retum [] 3. Remainder Return (date of death pdor to 12-13-82) ] [] 4a. Compromise (date of death after 4. Limited Estate Future Interest 12-12-82) [] 6. Decedent Died Testate (Attach copy [] 7. Decedent Maintained a Living Trust (Attach of Will) copy of Trust) [] 9. Litigation Proceeds Received [] 10. Spousal Poverty Credit (date of death between 12-31-91 and 1-1-95) [] 5. Federal Estate Tax Return Required 0 8. Total Number of Safe Deposit Boxes [] 11. Election to tax under Sec. 9113(A) (Attach Sch O) XIAME Edward L. Schorpp, Esquire --IRM NAME (If applicable) Martson Deardorff Williams & Otto FELEPHONENUMBER 717/243-3341 COMPLETE MAILING ADDRESS Ten East High Street Carlisle, PA 17013 1. Real Estate (Schedule A) (1) 2. Stocks and Bonds (Schedule B) (2) 3. Closely Held Corporation, Partnership or Sole-Proprietorship (3) 4. Mortgages & Notes Receivable (Schedule D) (4) 5. Cash, Bank Deposits & Miscellaneous Personal Property (5) (Schedule E) 6. Jointly Owned Property (Schedule F) (6) [] Separate Billing Requested 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (7) (Schedule G or L) 8. Total Gross Assets (total Lines 1-7) 9. Funeral Expenses & Administrative Costs (Schedule H) (9) 10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) (10) 11. Total Deductions (total Lines 9 & 10) 147,000 00 None None None 25,734.31 10,016.95 None 24,120.41 1,498.31 12. Net Value of Estate (Line 8 minus Line 11) 13. Charitable and Governmental Bequests/Sec 9113 Trusts for which an election to tax has not been made (Schedule J) 14. Net Value Subject to Tax (Line 12 minus Line 13) OFFiCiAL USE ONLY C7Z_3 (8) 182,751.26 25,618.72 157,132.54 1,000.00 156,132.54 (11) (12) (13) (14) SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES 15.Amount of Line 14 taxable at the spousal tax rate, or transfers under Sec. 9116(a)(1.2) x .00 (15) 16.Amount of Line 14 taxable at lineal rate 153,790.55 x .045 (16) 6,920.57 351.30 7,271.87 17. Amount of Line 14 taxable at sibling rate 18. Amount of Line 14 taxable at collateral rate 2,3 4 1.9 9 19. Tax Due 20. [] x .12 (17) x .15 (18) (19) Copyright 2000 form software only The Lackner Group, Inc. Form REV-1500 EX (Rev. 6-00) Decedent's Complete Address: STREET ADDRESS 203 Frost Road Gardners STATE PA ZIP Tax Payments and Credits: 1. Tax Due (Page 1 Line 19) 2. Credits/Payments A. Spousal Poverty Credit B. Prior Payments C. Discount InterestJPenalty if applicable D. Interest E. Penalty 4,500.00 236.84 (1) Total Credits (A + B + C) (2) Total Interest/Penalty (D + E) (3) If Line 2 is greater than Line I + Line 3, enter the difference. This is the OVERPAYMENT. (4) Check box on Page 1 Line 20 to request a refund If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5) A. Enter the interest on the tax due. (5A) B. Enter the total of Line 5 + 5A. This is the BALANCE DUE. (5B) Make Check Payable to: REGISTER OF WILLS, AGENT 17324 7,271.87 4,736.84 0.00 2,535.03 2,535.03 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 security at his or her death? ......... [] [] 4, Did decedent own an Individual Retirement Account, annuity, or other non-probate property which contains a beneficiary designation? ...................................................................................................................... [] [] IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN. preparer other than the personal representative is based on all information of which preparer has any knowledge. SIGNATURE OF PERSON RESPONSIBLE FOR FILING RETURN ADDRESS H. I I Grove Ii William K. P.O. Box 617 Boiling Springs, PA 17007 DATE · t DATE~ ADDRESS ADDRESS P.O. Box 324 Boiling Springs, PA 17007 Ten East High Street Carlisle, PA 17013 DATE For dates of death on or after July 1, 1994 and before January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 3% [72 P.S. {}9116 (a) (1.1) (i)]. For dates of death on or after January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 0% [72 P.S. {}9116 (a) (1.1) (ii)]. The statute does not exempt a transfer to a surviving spouse from tax, and the statutory requirements for disclosure of assets and filing a tax return are still applicable even if the surviving spouse is the only beneficiary. For dates of death on or after July 1, 2000: The tax rate imposed on the net value of transfers from a deceased child twenty-one years of age or younger at death to or for the use of a natural parent, an adoptive parent, or a stepparent of the child is 0% [72 P.S. {}9116 (a) (1.2)]. 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. §9116 (a) (1)]. The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is 12% [72 P.S. §9116 (a) (1.3)]. A sibling is defined, under Section 9102, as an individual who has at least one parent in common with the decedent, whether by blood or adoption. COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF GROVE, ROBBERTA D. SCHEDULE A REAL ESTATE FILE NUMBER 21 - 04 - 00026 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 propert~ 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 NUMBER DESCRIPTION One-story home and approximately 1.28 acres situate at 203 Frost Road, Gardners, South Middleton Township, Cumberland County, Pennsylvania, parcel no. 40-40-2652-012, conveyed to H. Russell Grove and decedent on June 13, 1977. H. Russell Grove died on 5/12/02 vesting property entirely in decedent herein. Value is actual sale price. TOTAL (Also enter on Line 1, Recapitulation) VALUE AT DATE OF DEATH 147,000.00 147,000.00 COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF GROVE, ROBBERTA D. SCHEDULE E CASH, BANK DEPOSITS,& MISC. PERSONAL PROPERTY FILE NUMBER 21-04-00026 Include the proceeds of litigation and the date the proceeds were received by the estate. All property jointly-owned with the right of survivorship must be disclosed on schedule F. ITEM NUMBER DESCRIPTION VALUE AT DATE OF DEATH PNC Bank, checking #5180106197 PNC Bank, savings #5 ! 70126215 Capital Blue Cross, premium refund Real estate tax proration Net proceeds of sale of household goods Grandfather clock, cradle, old living room chair, Farmall Model A tractor, cultivators, plow, snow blade, shovel plow and pickup truck mentioned in Item Third in Will were distributed more than one year prior to death TOTAL (Also enter on Line 5, Recapitulation) 5,615.95 5,920.72 374.13 300.46 13,523.05 0.00 25,734.31 COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE F JOINTLY-OWNED PROPERTY ESTATE OF GROVE, ROBBERTA D. FILE NUMBER 21 - 04 - 00026 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 H. Russell Grove II Son B William K. Grove P.O. Box 617 Boiling Springs, PA 17007 P.O. Box 324 Boiling Springs, PA 17007 Son JOINTLY OWNED PROPERTY' DESCRIPTION OF PROPERTY % Of DATE Of DEATH ITEM LE'I-I'ER DATE Include name of financial institution and bank account number DATE OF DEATH DECD'S VALUE OF NUMBER FORTENANTJOINT~ JOINTMADE estate.°r similar identifying number. Attach deed for jointly-held real VALUE OF ASSET INTEREST DECEDENT'S INTERESl 1 AB 5/6/2002 PNC Bank Certificate ofDeposit #21001037050 5,020.45 33.33~ 1,673.32 2 AB 5/6/2002 PNC Bank Certificate ofDeposit #31600072307 5,010.10 33.33% 1,669.87 3 AB 5/6/2002 PNC Bank Certificate of Deposit #31200118978 5,000.74 33.3~ 1,665.25 4 AB 5/6/2002 PNC Bank Certificate of Deposit #31200132328 5,000.00 33.33% 1,666.50 5 AB 5/6/2002 PNC Bank Certificate of Deposit#21001035967 5,025.57 33.33% 1,675.02 6 AB 5/6/2002 PNC Bank Certificate of Deposit #31100023533 5,001.47 33.33% 1,666.99 TOTAL (Also enter on line 6, Recapitulation) 10,016.95 COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE H FUNERAL EXPENSES & ADMINkS'IRATNE COSTS ESTATE OF GROVE, ROBBERTA D. FILE NUMBER 21 - 04 - 00026 Debt., of decedent must be reported on Schedule I. ITEM NUMBEI~ DESCRIPTION AMOUNT FUNERAL EXPENSES: Hollinger Funeral Home, Mt. Holly Springs, PA ADMINISTRATIVE COSTS: Personal Representative's Commissions Social Security Number(s) / EIN Number of Personal Representative(s): Street Address City State Zip Year(s) Commission paid Attorney's Fees Martson Deardorff Williams & Otto (estimated) Family Exemption: (If decedent's address is not the same as claimant's, attach explanation) Claimant Street Address City State Relationship of Claimant to Decedent Probate Fees Register of Wills of Cumberland County Zip Accountant's Fees Tax Return Preparer's Fees Other Administrative Costs Register of Wills, additional probate fee Cumberland Law Journal, advertising Letters Testamentary Total of Continuation Schedule(s) TOTAL (Also enter on line 9, Recapitulation) 7,269.00 9,000.00 228.00 35.00 75.00 7,513.41 24,120.41 COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF GROVE, ROBBERTA D. Schedub H Funeral Expenses & k~ni~ ~ caYdnued FILE NUMBER 21 - 04 - 00026 6 7 8 9 10 11 12 13 14 15 The Sentinel, advertising Letters Testamentary Certified mail, letter to DPW Register of Wills, filing fee, inheritance tax return Castles, replace door locks Sprint, phone service pending disposition of real estate Met-Ed, electric service pending disposition of real estate Ray's Auto Salvage, minor repairs/inspection Public sale preparation expense Roy Gottshall, commission on sale of real estate County of Cumberland, 1% realty transfer tax Members 1st, appraisal fee Recorder of Deeds, copies Reserved for additional probate and filing fees and maintenance expenses 122.63 4.42 15.00 158.94 93.49 136.95 72.72 1,902.76 2,960.OO 1,470.00 75.00 1.50 500.00 Page 2 of Schedule H COMMONWEALTH OF PENNSYLVANIA INHERiTANCE TAX RETURN RESIDENT DECEDENT ESTATE OF GROVE, ROBBERTA D. SCHEDULE I DEBTS OF DECEDENT, MORTGAGE LIABILITIES, & LIENS FILE NUMBER 21 - 04 - 00026 Include unreimbursed medical expenses. ITEM NUMBER 1 2 3 4 5 6 7 8 DESCRIPTION PNC Checking, outstanding checks Met-Ed, account payable Sprint, account payable Waste Management, account payable U.S. Treasury, 2003 income tax PA Dept. of Revenue, 2003 income tax Judy A. Campbell, tax collector, 2004 personal tax Judy A. Campbell, tax collector, 2004 county/township real estate taxes AMOUNT 282.82 141.19 29.34 37.43 358.00 351.00 9.80 288.73 TOTAL (Also enter on Line 10, Recapitulation) 1,498.31 REV-IS13 EX+ (9-00) ~ SCHEDULE J COMMONWEALTH OF PENNSYLVANIA BENEFICIARIES INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER GROVE, ROBBERTA D. 21 - 04 - 00026 RELATIONSHIP TO AMOUNT OR SHARE NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY DECEDENT OF ESTATE I. TAXABLE DISTRIBUTIONS (include outright spousal distributions) 1 H. Russell Grove III Grandson 2% estate residue 421 Old State Road, Gardners, PA 17324 2 James Grove Grandson 2% estate residue 12 Orion Road, Boiling Springs, PA 17007 3 Susan Grove Stuck Granddaughter 2% estate residue 5349 St. Paul's Church Road Goochland, VA 23063 4 David Grove Grandson 2% estate residue 2295 Cartersville Road Goochland, VA 23063 5 Jason R. Grove Grandson 2% estate residue P.O. Box 324, Boiling Springs, PA 17007 See Continuation Schedule(s) attached 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 DISTRIBUTIONS 1 Mount Victory United Methodist Church, Gardners, PA 1,000.00 TOTAL OF PART II - ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET 1,000.00 SCHEDULE J. BENEFICIARIES continued COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF GROVE, ROBBERTAD. FILE NUMBER 21 - 04 - 00026 RELATIONSHIP TO NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY DECEDENT AMOUNT OR SHARE DO Not List Trustee(s) OF ESTATE [include outdght spousal distributions, and transfers under I. FAY, ABLE DISTRIBUTIONS Sec. 9116(a)(1.2)] 6 A. Larry Bream Friend 1% estate residue 877 Baltimore Pike, Gardners, PA 17324 7 Mr. and Mrs. Donald Slaybaugh Friends .5% estate residue 201 Frost Road, Gardners, PA 17324 8 H. Russell Grove II Son 44.25% estate residue P.O. Box 617, Boiling Springs, PA 17007 9 William K. Grove Son 44.25% estate residue P.O. Box 324, Boiling Springs, PA 17007 Page 2 of Schedule J OMB NO. 2502-0265 ~ 'A. B. TYPE OF LOAN: ................. II U.S. DEPARTMENT OF HOUSING & URBAN DEVELOPMENT I.F]FHA 2.[]]FmHA 3. r~]CONV. UNINS. 4. Ii]VA 5. F]CONV. INS. 6. FILE NUMBER: I 7. LOAN NUMBER: 11128-2.GELLING SETTLEMENT STATEMENT 8. MORTGAGE INS CASE NUMBER: I 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 "[POC]" were paid outside the closing; they are shown here for informational purposes and are not included in the totals. 1.0 3/98 (11128-2.GEILrNG.PFDI1112S-2GEILINGle) D. NAME AND ADDRESS OF BORROWER: E. NAME AND ADDRESS OF SELLER: F. NAME AND ADDRESS OF LENDER: John W. Gelling and Estate of Robberta Grove Members 1st Federal Credit Renee D. Gelling 203 Frost Road P.O. Box 40 309 Chestnut Street Gardners, PA 17324 Mechanicsburg, PA 17055 Mount Holly Springs, PA 17065 G. PROPERTY LOCATION: H. SETTLEMENT AGENT: I. SETTLEMENT DATE: 203 Frost Road Martson Deardorff Williams & Otto Gardners, PA 17324 May 26, 2004 Cumberland County, Pennsylvania PLACE OF SETTLEMENT 10 East High Street Carlisle, PA 17013 J. SUMMARY OF BORROWER'S TRANSACTION K. SUMMARY OF SELLER'S TRANSACTION 100. GROSS AMOUNT DUE FROM BORROWER: 400. GROSS AMOUNT DUE TO SELLER: 101. Contract Sales Price 147,000.00 401. Contract Sales Price 147,000.00 102. Personal Property 402. Personal Property 103. Settlement Charges to Borrower (Line 1400) 4,937.24 ~ 403. 104. 404. 105. 405. Adiustments For Items Paid Bv Seller in advance Adiustments For Items Paid Bv Seller in a(Iv~ng~ 106. County/Twp. Taxes 05/27/04 to 01/01/05 172.76 406. County/Twp. Taxes 05/27/04 to 01/01/05 172.76 107. School Taxes 05/27/04 to 07/01/04 127.70 407. School Taxes 05/27/04 to 07/01/04 127.70 108. Assessments to 408. Assessments to 109. 409. 110. 410. 111. 411. 112. 412. 120. GROSS AMOUNT DUE FROM BORROWER 152,237.70 420. GROSS AMOUNT DUE TO SELLER 147,300.46 200. AMOUNTS PAID BY OR IN BEHALF OF BORROWER: 500, REDUCTIONS IN AMOUNT DUE TO SELLER: 201. Deposit or earnest money 14,700.00 501. Excess Deposit (See Instructions) 202. Principal Amount of New Loan(s) 117,600.00 502. Settlement Char~es to Seller (Line 1400) 4,793.73 203. Existing loan(s) taken subject to 503. Existing loan(s) taken subject to 204. 504. Payoff of first Mortgage 205. 505. Payoff of second Mortgage 206. 506. 207. 507. (Deposit disb. as proceeds) 208. 508. 209. 509. Adiustments For Items Unpaid By Seller Adjustments For Items Unpaid By Seller 210. County/Twp. Taxes to 510. County/Twp. Taxes to 211. School Taxes to 511. School Taxes to 212. Assessments to 512. Assessments to 213. 513. 214. 514. 215. 515. 216. 516. 217. 517. 218. 518. 219. 519. 220. TOTAL PAID BY/FOR BORROWER 132,300.00 520. TOTAL REDUCTION AMOUNT DUE SELLER 4,793.73 300. CASH AT SETTLEMENT FROM/TO BORROWER: 600. CASH AT SETTLEMENT TO/FROM SELLER: 301. Gross Amount Due From Borrower (Line 120) 152,237.70 601. Gross Amount Due To Seller (Line 420) 147,300.46' 302. Less Amount Paid By/For Borrower (Line 220) ( 132,300.00] 602. Less Reductions Due Seller (Line 520) 4,793.73 303. CASH( X FROM)( TO)BORROWER 19,937.70 603. CASH( X TO)( FROM)SELLER 142,506.73 igned Fowledge rece~ of a .completed copy of pages 1&2 of this statement & any attachments referred to herein. Borrower ~,~,¢' :,'/¥/ ~,L~.. .',...¢¢ .~,... -~;' Seller Estate of Rot;~rta Grove . ,.]:'dl'i~ W. Geiling :;/ , , ~. .k~- '~ BY: Ren~e D. Gelling . L. SI= I I LEMENT CHARGES ~a,~e z '~00. TOTAL COMMISSION Based on Price $ ~ % PAID FROM PAID FROM Division of Commission (line 700) as Follows: BORROWER'S SELLER'S 701. $ to FUNDS AT FUNDS AT 702. $ to SETTLEMENT SETTLEMENT 703. Commission Paid at Settlement 704. Auctioneer Commission 2% to Roy D. Gottshall 2,960.00 800. ITEMS PAYABLE IN (~ONNECTION WITH LOAN 801. Loan Origination Fee % to 802. Loan Discount % to 803. Application Fee to Members 1st Federal Credit $50.00 POC 275.00 804. UndenNriting Fee to Members 1st Federal Credit 75.00 805. Document Prep Fee to Members 1st Federal Credit 275.00 806. Appraisel Fee to Members 1st Federal Credit missed appt. 75.00 807. Assumption Fee to 808. 809. 810. 811. 900. ITEMS REQUIRED BY LENDER T(~ BE PAID IN ADVANCE 901. Interest From 05/26/04 to 06/01/04 @ $ 19.600000/day ( 6 days %) 117.60 902. Mortgage Insurance Premiumfor months to 903. Hazard Insurance Premium for 1.0 years to 904. 905. 1000. RESERVES DEPOSITED WITH LENDER 1001. Hazard lnsurance 3.000 months (~ $ 31.92 per month 95.76 =1002. Mortga~le Insurance months (~ $ per month 1003. CounyTwp. Taxes 4.000 months ~ $ 23.58 per month 94.32 1004. SchoolTaxes 12.000 months (~ $ 111.28 per month 1,335.36 1005. Assessments months @ $ per month 1006. months (~ $ per month 1007. months ~,, $ per month 1008. Aggregate Adjustment months ~ $ per month -190.05 1100. TITLE CHARGES 1101. Settlement or Closing Fee to 1102. Abstract or Title Search to 1103. Title Examination to 1 104. Title Insurance Binder to 1 105. Document Preparation to 1 106. Notar~ Fees to 1107. Attorney's Fees to (includes above item numbers: ) 1106. Title Insurance to Lawyers Title Insurance Company 1,093.75 (includes above item numbers: ) 1109. Lender's Coverage $ 1110. Owner's Coverage $ 1111. Endorsements 100/300/900 to Lawyers Title Insurance Company 150.00 1112. 1113. 1200. GOVERNMENT RECORDING AND TRANSFER CHARGES 1201. Recording Fees: Deed $ 39.00; Mortgage $ 64.50; Releases $ 103.50 1202. City/County Tax/Stamps: Deed 1,470.00; Mortgage 1,470.00 1203. State Tax/Stamps: Revenue Stamps 1,470.00; Mortgage 1,470.00 1204. Assignment of Mortgage to Cumberland County Recorder of Deeds 27.00 1205. 1300. ADDITIONAL S~- I I LEMENT CHARGES 1301. Survey to 1302. Pest Inspection to 1303. County/Township Tax to Judy A. Campbell, Tax Collector 288.73 1304. Overnight Mail Fee to Martson Deardorff Williams & Otto 15.00 1305. 1400. TOTAL S~"~ ~ LEMENT CHARGES (Enter on Lines 103, Section J and 502, Section K) 4,937.24 4,793.73 By signing page 1 of this statement, the signatories acknowledge receipt of a completed copy (~f page 2 o~f..this two page statement. Certified to be a true copy. Martson Deardorff Williams & Otto Settlement Agent ( 11128-2.GELLING / 11128-2GELLING / 8 ) FEB-24-2004 21:21 PNCB~NK 412 ?68 3458 P.01 I PNCBAN( .. February 25, 2004 Corrine L. Myers Ten East High Street Carlisle, PA 17013 Estate of Robbetta D, Grove, deceased SSN: 162-32-4539 DOD: 1/7/2004 Dear Ms. Myers: In response to your reques~ for Date of Death balances for the customer noted above, our records show the following: Certificates of Deposit Account #21001037050 ROSSER?A D GROVE H RUSSELL GROVE H WILLIAM K GROVE DOD balanee: $5,000.00 + $20.45 accrued interest Established 05/06/2002 Account #31600072307 ROBBERTA D GROVE H RUSSELL GROVE H WILLIAM K GROVE DOD balance: $5,000.00 + $10,10 accrued interest Established 05/06/2002 Account #31200118978 ROBBERTA D GROVE H RUSSELL GROVE H WILLIAM K GROVE DOD balance: $5,000.00 + $,74 accrued Established 05/06/2002 Account #31200132328 ROBBERTA D GROVE H RUSSELL GROVE II WILLIAM K GROVE DOD balance: $5,000.00 + $0.00 accrued interest Established 05/06/2002 Page 1 of 2 21:21 PNCBANK 412 968 3458 Account #21001035967 ROBBERTA D (}ROVE H RUSSELL GROVE II WILLIAM K GROVE DOD balmace: $5,000.00 + $25,57 accrued iflterest Account//31100023533 ROBBERTA D GROVE H RUSSELL OROVE II WILLIAM K GROVE DOD balance: $5,000.00 + $1.47 accrued interest Established 05/06/2002 Established 05/06/2002 Checking Account Account #5180106197 ROBBERTA D GROVE DOD balance: $5,615.67 + $.28 accrued interest Established 01/05/1991 Savings Account Account #5170126215 ROBBERTA D GROVE DOD balance: $5,920.26 + $.46 accrued interest Established 02/15/1980 Please note that this office only provides date of death balances for deposit accounts (IRAs, CE)s, Checking and Savings accounts). We do not process any financial transactions or provide statements. If you need assistance with any of these items, please call 1-888-PNC-BANK (1-888-762-2265) or stop by your local PNC Bank branch OffiCe, Siacerely, 1-800-762-1775 P7-PFSC-04-F 500 first Ave, Pittsburgh PA 15219 P. 02 Page 2 of 2 Member FDIC TOTAL P.02 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG, PA 17128-0601 RECEIVED FROM: PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT NO. REV-1162 EX(11-96) CD 003779 SCHORPP EDWARD L 10 EAST HIGH STREET CARLISLE, PA 17013 ........ fold ESTATE INFORMATION: SSN: 162-32-4539 FILE NUMBER: 2104-0026 DECEDENT NAME: GROVE ROBBERTA D DATE OF PAYMENT: 04/07/2004 POSTMARK DATE: 00/00/0000 COUNTY: CUMBERLAND DATE OF DEATH: 01/07/2004 ACN ASSESSMENT CONTROL NUMBER AMOUNT 101 $4,500.00 REMARKS: SEAL CHECK//104 TOTAL AMOUNT PAID: $4,500.00 INITIALS: JA RECEIVED BY: GLENDA FARNER STRASBAUGH REGISTER OF WILLS TAXPAYER F:\FILES\DATAFILE\Estate Planning\ 10634-w.will.2 rrm LAST WILL AND TESTAMENT OF ROBBERTA D. GROVE I, Robberta D. Grove, a legal resident of South Middleton Township, Cumberland County, Pennsylvania, being of sound and disposing 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 that all my just debts and funeral expenses, including my grave marker, shall be paid from the assets of my estate as soon as practicable after my decease. SECOND: I direct that all taxes that may be assessed in consequence of my death, of whatever nature and by whatever jurisdiction imposed, shall be paid from my residuary estate as a part of the expense of the administration of my estate. THIRD: I make the following specific bequests: To my son, H. Russell Grove, II, I devise and bequeath my grandfather clock. I request that my son, H. Russell Grove, II, make provision that the grandfather clock be devised to his son, H. Russell Grove, III, upon his death. To my son, William K. Grove, I devise and bequeath the Grove cradle and the old living room chair. To my grandson, H. Russell Grove, III, I devise and bequeath my Farmal Model A. tractor, all cultivators, my plow, my snow-blade, my shovel plow and any pickup truck which I may own at the time of my death° FOURTH: I devise and bequeath the sum of One Thousand ($1,000.00) Dollars to Mount Victory United Methodist Church to be applied to the principal balance of the building mortgage. If, at the time of my death, the mortgage principal is less than this amount, the balance of this bequest shall be placed in the church building fund. FIFTH: I devise and bequeath the residue of my estate, of every nature and wherever situate, in the following shares: A. Two (2%) percent to each of my grandchildren who shall have survived me; B. One (1%) percent to A. Larry Bream; One-half of one (1/2%) percent to Mr. and Mrs. Donald Slaybaugh, or the survivor; initials BUREAU OF ZNDTVZDUAL TAXES TNHERXTANCE TAX DXVXSTON DEPT. 280601 HARR[SBURg, PA 17128-060! COHHONNEALTH OF PENNSYLVANIA DEPARTHENT OF REVENUE NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLO#ANCE OR DZSALLO#ANCE OF DEDUCTIONS AND ASSESSMENT OF TAX EDNARD L SCHORPP ESQ HARTSON ETAL 10 E HIGH ST CARLISLE PA 17015 REV-15~7 EX AFP c0'l-03J DATE 07-26-200q ESTATE OF GROVE ROBBERTA D DATE OF DEATH 01-07-200q FILE NUHBER 21 0~-0026 COUNTY CUMBERLAND ACN 101 Amount Remitted HAKE CHECK PAYABLE AND REHIT PAYHENT TO: REGISTER OF MILLS CUHBERLAND CO COURT HOUSE CARLISLE, PA 17013 CUT ALONG THIS LINE ~ RETAIN LONER PORTION FOR YOUR RECORDS ~ REV-1547 EX AFP (01-03) NOTICE OF INHERITANCE TAX APPRAISEHENT, ALLONANCE OR DISALLONANCE OF DEDUCTIONS AND ASSESSHENT OF TAX ESTATE OF GROVE ROBBERTA D FILE NO. 21 0~-0026 ACN 101 DATE 07-26-200~ TAX RETURN HAS: (X) ACCEPTED AS F/LED ( ) CHANGED RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. Rea! Estate (Schedule A) (1) 2. Stocks and Bonds (Schedule B) (2) $. Closely Held Stock/Partnership Interest (Schedule C) ($) q. Mortgages/Notes Receivable (Schedule D) (q) 5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 6. Jointly Owned Property (Schedule F) (6) 7. Transfers (Schedule G) (7) 8. Total Assets APPROVED DEDUCTIONS AND EXEHPTZONS: 9. Funeral Expenses/Adm. Costs/Misc. Expanses (Schedule H) (9) 10. Dabts/Hortgage Liabilities/Liens (Schedule Z) (10) 11. To,al Deductions lq7;O00.O0 .00 .00 .00 25~75q.$1 10z016.95 .00 (8) 2~,120.~1 NOTE: To insure proper credi* to your account, subm/t the upper port/on of this form with your ~ax payment. 12. Nat Value of Tax Return 15. CharitabXe/Govarnmenta! Bequests; Non-elected 9115 Trusts (Schedule J) ~i ~:15) ~ .;:~O00. O0 NOTE: X~ an assessment was issued previously, lines 1~, 15 and/ov:~'q16, 1~ 18 a~d:~!9 will reflect figures that lnclude the total of ALL returns asse~ to date . .... ASSESSHENT OF TAX: ~r,: . O0 =. ~' ~ .00 (~6) 15~,790 5~x:~ 0~5~ 6,920.57' DATE 0~-07-200q 06-0~-200~ 15. Amoun* of Line 1~ at Spousal rata 16. Amount of Line 1~ taxable at Lineal/Class A rata 17. Amount of Line lfi at Sibling rate 18. Amount of Line lq taxable at Collateral/Class B rata 19. Principal Tax Due TAX CREDITS: PAYMENT RECEZP1 DISCOUNT NUMBER INTEREST/PEN PAID (-) CD00~779 2~6.8~ CDOOq010 .00 ZF PA/D AFTER DATE INDICATED, SEE REVERSE FOR CALCULAT/ON OF ADDZT/ONAL INTEREST. (~7) .00 x 12 = .00 (~S) 2,$ql.99 X 15 = 351.30 (19}= 7,271.87 AMOUNT PAID q,500.O0 2,535.03 TOTAL TAX CREDIT BALANCE OF TAX DUE INTEREST AND PEN. TOTAL DUE 7,271.87 .00 .00 ( IF TOTAL DUE ZS LESS THAN $1, NO PAYMENT IS REQUIRED. ZF TOTAL DUE ZS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.) 182,751.26 RESERVATION: Estates of decedents dying on or before December 1Z, 198Z -- if any future interest in the estate is transferred in possession or enjoyment to Class 8 (collateral) beneficiaries of the decedent after the expiration of any estate for life or for years, the Commonwealth hereby expressly reserves the right to appraise and assess transfer Inheritance Taxes at the lawful Class B (collateral) rate on any such futura interest. PURPOSE OF NOTICE: PAYNENT: REFUND (CR): OBJECTIONS: ADMIN- ISTRATIVE CORRECTIONS: DISCOUNT: PENALTY: INTEREST: To fulfill the requirements of Section 2160 of the Inheritance and Estate Tax Act, Act 23 of 2000. (TZ P.S. Section 9140). Detach the top portion of this Notice and submit with your payment to the Register of Nills printed on the reverse side. --Hake check or money order payable to: REGISTER OF HILLS, AGENT A refund of a tax credit, which was not requested on the Tax Return, may be requested by completing an "Application for Refund of Pennsylvania Inheritance and Estate Tax" (REV-1315). Applications ara available at the Office of the Register of Nills, any of the Z3 Revenue District Offices, or by calling the special Z4-hour answering service for forms ordering: 1-800-36Z-Z050~ services for taxpayers with special hearing and / or speaking needs: 1-BOO-447-30ZO (TT only}. Any party in interest not satisfied with the appraisement, allowance, or disallowance of deductions, or assessment of tax (including discount or interest) as shown on this Notice must object within sixty (60) days of receipt of this Notice by: --written protest to the PA Department of Revenue, Board of Appeals, Dept. ZBIOZ1, Harrisburg, PA 171ZB-1021, OR --election to have the matter determined at audit of tho account of the personal representative, OR --appeal to tho Orphans' Court. Factual errors discovered on this assessment should be addressed in writing to: PA Department of Revenue, Bureau of Individual Taxes, ATTN: Post Assessment Review Unit, Dept. Z80601, Harrisburg, PA 17128-0601 Phone (717} 787-6505. Sea page 5 of the booklet "Instructions for Inheritance Tax Return for a Resident Decedent" [REV-ISOi) for an explanation of administratively correctable errors. If any tax due is paid within three (5) calendar months after the decadent's death, a five percent (5Z) discount of the tax paid is allowed. The 15Z tax amnesty non-participation penalty is computed on the total of the tax and interest assessed, and not paid before January lB, 1996, the first day after the end of the tax amnesty period. This non-participation penalty is appealable in the same manner and in the the same time period as you would appeal the tax and interest that has been assessed as indicated on this notice. Interest is charged beginning with first day of delinquency, or nine (9) months and one fi) day from the date of death, to the date of payment. Taxes which became delinquent before January l, 1982 bear interest at the rate of six feZ) percent par annum calculated at a daily rata of .000164. All taxes which became delinquent an and after January l, 198Z will bear interest at a rate which will vary from calendar year to calendar year with that rate announced by the PA Department of Revenue. The applicable interest rates for 1982 through ZOO4 are: Interest Daily Interest Daily Interest Year Rate Factor Year Rate Factor ~ ZOX .00054B ~"~"~-1991 llZ .000301 1983 16Z .000438 1992 9Z .O00Z47 1984 llZ .000301 1993-1994 7Z .O0019Z 1985 I3Z .000356 1995-1998 92 .000Z47 1966 102 .000274 1999 7Z .O00192 1987 lOZ .000Z74 ZOO0 7Z .O00lgZ --Interest is calculated as follows: Daily Year Rate Factor ~-~ 9Z .O00Z47 ZOOZ 6Z .000164 2003 5Z .000137 2004 4Z .000110 TNTEREST = BALANCE OF TAX UNPA'rD X NUHBER OF DAYS DELTNQUENT X DATLY 'rNTEREST FACTOR --Any Notice issued after the tax becomes delinquent will reflect an interest calculation to fifteen (lS) days beyond the date of the assessment. If payment is made after the interest computation date shown on the Notice, additional ~nterest must be calculated. Do The balance to my sons, equally, provided that the share of any son who predeceases me shall be distributed to his issue, per stirpes, and in default of any such then-living issue, such share shall be added to the share for my other son. SIXTH: I nominate, constitute and appoint my sons, H. Russell Grove, II, and William K. Grove, co-Executors, or the survivor as Executor, of this, my Last Will and Testament. I hereby relieve my Executors from the necessity of posting security in connection with their duties as such in any jurisdiction in which they may be called upon to act, insofar as I am able by law so to do. IN WITNESS WHEREOF, I have hereunto set my hand and seal to this, my Last Will and Testament, consisting of two typewritten pages, each of which bears my initials, this /.qCA~ day of , -o03 . ~ ~, ~.,, ~,_,~.., <....~ <~.j..< r.e, .... ' ..... (SEAL) Robbe~a D. Grove, Testat~x Signed, sealed, published, and declared by the above-named Testatrix, Robberta D. Grove, as and for her Last Will and Testament, in the presence of us, who, at her request, in her sight and presence, and in the sight and presence of each other, have hereunto subscribed our names as witnesses. COMMONWEALTH OF PENNSYLVANIA ) 'SS. COUNTY OF CUMBERLAND ) We, Robberta D. Grove, '--)~-eO-~Jt~_. ,/4. l~e~ , and ¥, ~/O-/Da.. , the Testatrix and the witnesses, respectively, whose names are signed to the foregoing instrument, being first duly sworn, do hereby declare to the undersigned authority that the Testatrix signed and executed the instrument as her last Will and that the Testatrix has signed willingly, and that the Testatrix executed it as her free and voluntary act fbr the purposes therein expressed, and that each of the witnesses, in the presence and hearing of the Testatrix, signed the Will as a witness and that to the best of his/her knowledge the Testatrix was at that time eighteen years of age or older, of sound mind and under no constraint or undue influence. Robberta D. Grove, Testatrix .WitneSs ~ Add~ess: Witness Address: Subscribed, sworn to and acknowledged before me by Robberta D. Grove, the Testatrix, and subscribed and sworn to before me by ~'-~.¢&-v~/t',qe_ 14. ~~ and '"~'~.mC~.'&. "'/, ~a-...t~ , the witnesses, thisO~'4'~day of Notary Public ~J IC NOTARIAL SEAL CORRINE L MYERS, NOTARY PUBLIC ARLISLE BORO, COUNTY OF CUMBERLAND MY COMMISSION EXP!RES MAY 27, 2007 LNRE: ESTATE OF ROBBERTA D. GROVE, DECEASED IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA ORPHANS' COURT DIVISION : NO. 2004-00026 FIRST AND FINAL ACCOUNT OF H. RUSSELL GROVE, II, AND WILLIAM K. GROVE, EXECUTORS OF THE ESTATE OF ROBBERTA D. GROVE, LATE OF SOUTH MIDDLETON TOWNSHIP, CUMBERLAND COUNTY, PENNSYLVANIA Date of Death: Letters Testamentary Granted: Letters Advertised: Sentinel - Cumberland Law Journal Account Stated as Final January 7, 2004 January 9, 2004 January 16, 23 & 30, 2004 January 23, 30 & February 6, 2004 [The account also includes a schedule of proposed distribution.] PRINCIPAL Receipts Less Disbursements Distributions Principal Balance Remaining SUMMARY $172,757.51 -28,383.04 $144,374.47 -110,000.00 34,374.47 INCOME Receipts Less Disbursements Income Balance Remaining COMBINED BALANCE REMAINING 17.68 0.00 17.68 $ 34,392.15 PRINCIPAL RECEIPTS Real estate located at 203 Frost Road, Gardners, PA PNC checking account # 5180106197 PNC savings account # 5170126215 Capital Blue Cross, refund of premium Proceeds of public sale Real Estate tax proration Waste Management, refund TOTAL PRINCIPAL DISBURSEMENTS $ 147,000.00 5,615.95 5,920.72 374.13 13,523.05 300.46 23.20 $172,757.51 various 05/26/04 05/26/04 05/26/04 05/26/04 various various 01/26/04 02/12/04 03/26/04 03/26/04 various 04/07/04 04/12/04 04/12/04 04/20/04 PNC checking account, outstanding checks on date of death Roy Gottshall, commission on sale of real estate Member 1st Bank, appraisal fee County of Cumberland, 1% of realty transfer tax Judy Campbell, Tax Collector, 2004 real estate taxes Met Ed, electric service through 5/13/04 Sprint, service through 5/13/04 Hollinger Funeral Home, Mt. Holly Springs, PA Castles Hardware, change locks at 203 Frost Road Waste Management, trash service Ray's Auto Salvage Expenses of public sale Register of Wills, Agent, Inheritance Tax payment US Treasury, 2003 individual income tax PA Department of Revenue, 2003 individual income tax Judy A. Campbell, 2003 personal tax 282.82 2,960.00 75.00 1,470.00 288.73 249.84 132.96 7,269.00 158.94 37.43 72.72 1,902.76 4,500.00 358.00 351.00 9.80 -2- 06/03/04 06/03/04 06/03/04 06/03/04 06/21/04 07/14/04 reserved reserved TOTAL 06/28/04 06/28/04 06/28/04 06/28/04 06/28/04 06/28/04 06/28/04 06/28/04 06/28/04 TOTAL Register of Will, Agent, balance of Inheritance tax Register of Wills, filing fee, Inheritance tax return Martson Deardorff Williams & Otto, partial attorneys' fees Martson Deardorff Williams & Otto, disbursements to date Recorder of Deeds, copies 1.50 Register of Wills, probate fee 228.00 Cumberland Law Journal, advertising letters 75.00 The Sentinel, advertising letters 122.63 Postage, certified delivery 4.42 Adams-Cumberland Medical Center PA Dept. of Revenue, 2003 estimated tax penalty Martson Deardorff Williams & Otto, balance of attorneys' fees Martson Deardorff Williams & Otto, miscellaneous expenses and filing fees PRINCIPAL DISTRIBUTIONS H. Russell Grove, 1II, per Item Fifth, A, cash, 2% estate residue James R. Grove, per Item Fifth, A, cash, 2% estate residue Susan Stuck, per Item Fifth, A, cash, 2% estate residue David M. Grove, per Item Fifth, A, cash, 2% estate residue Jason R. Grove, per Item Fifth, A, cash, 2% estate residue A. Larry Bream, per Item Fifth, B, cash, 1% estate residue Mr. and Mrs. Donald Slaybangh, per Item Fifth, C, cash, .5% estate residue William K. Grove, partial distribution, per Item Fifth, D, cash H. Russell Grove II, partial distribution per Item Fifth, D, Cash 2,535.03 15.00 3,544.00 431.55 78.97 9.49 1,500.00 150.00 $ 28,383.04 $ 2,867.84 2,867.84 2,867.84 2,867.84 2,867.84 1,433.92 716.96 46,754.96 46,754.96 $ 110,000.00 -3- INCOME RECEIPTS PNC checking account #5180106197, interest through closing $ 0.18 PNC savings account # 5180106197, interest through closing 0.26 M&T Bank, interest on estate checking account through 7/16/04 17.24 TOTAL $ 17.68 INCOME DISBURSEMENTS None $ 0.00 TOTAL $ 0.00 H. Russell Grove, II, Executor William K. Grove, Executor COMMONWEALTH OF PENNSYLVANIA COUNTY OF CUMBERLAND H. Russell Grove, II, and William K. Grove, being duly sworn according to law, depose and say: That they are the Executors of the Estate ofRobberta D. Grove, deceased; that they have fully and faithfully discharged the duties of their office; that the foregoing First and Final Account is true and correct and fully discloses all significant transactions occurring during the accounting period; that all known claims against the estate have been paid in full; that to their knowledge, there are no claims now outstanding against the Estate; that all taxes presently due from the estate have been paid; and that the Grant of Letters Testamentary and the first complete advertisement thereof occurred more than four (4) months before the filing of the Account. H. Russell Grove, II, Executor William K. Grove, Executor Sworn and subscribed to before me this ,~/6'-F day of -- Nol~'y Public NOTARIAL SEAL CORRINE L. MYERS, NOTARY PUBLIC CARLISLE BORO, COUNTY OF CUMBERLAND MY COMMISSION EXPIRES MAY 27, 2007 SCHEDULE OF PROPOSED DISTRIBUTION H. Russell Grove, II, and William K. Grove, Executors of the Last Will and Testament of Robberta D. Grove, deceased, proposes to distribute the balance in their hands, to wit: $34,392.15, in accordance with the said Last Will and Testament as heretofore filed in the Office of the Register of Wills of Cumberland County, Pennsylvania, as follows: TO: Central Pennsylvania Conference of United Methodist Church for Mount Victory United Methodist Church mortgage, Loan I.D.//1-02400, per Item Fourth of Will: Cash $ 1,000.00 TO: H. Russell Grove, II, per Item Fifth, D, of said Will: Items purchased at public sale 1,196.00 Cash 15,500.07 16,696.07 TO: William K. Grove, per Item Fifth D of said Will: Items purchased at public sale 947.00 Cash 15,749.08 16,696.08 TOTAL BALANCE FOR DISTRIBUTION $34,392.15 STATEMENT OF THE REASONS FOR THE PROPOSED DISTRIBUTION The above distribution is proposed in accordance with the Last Will and Testament of Robberta D. Grove. H. Russell Grove, II, Execulo~' William K. Grove, Executor Sworn and subscribed to before me this dayof (~% , ~ Notary Public NOTARIAL SEAL I CORRINE L. MYERS, NOTARY PUBLIC I CARLISLE BORO, COUNTY OF CUMBERLANDI MY COMMISSION EXPIRES MAY 27, 2007 I -5- LAST WILL AND TESTAMENT OF ROBBERTA D. GROVE I, Robberta D. Grove, a legal resident of South Middleton Township, Cumberland County, Pennsylvania, being of sound and disposing 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 that all my just debts and funeral expenses, including my grave ruarker, shall be paid from the assets of my estate as soon as practicable after my decease. SECOND: I direct that all taxes that may be assessed in consequence of my death, of whatever nature and by whatever jurisdiction imposed, shall be paid from my residuary estate as a part of the expense of the administration of my estate. THIRD: I make the following specific bequests: To my son, H. Russell Grove, II, I devise and bequeath my grandfather clock. I request that my son, H. Russell Grove, II, make provision that the grandfather clock be devised to his son, H. Russell Grove, III, upon his death. To my son, William K. Grove, I devise and bequeath the Grove cradle and the old living room chair. To my grandson, H. Russell Grove, III, I devise and bequeath my Farmal Model A. tractor, all cultivators, my plow, my snow-blade, my shovel plow and any pickup truck which I may own at the time of my death. FOURTH: I devise and bequeath the sum of One Thousand ($1,000.00) Dollars to Mount Victory United Methodist Church to be applied to the principal balance of the building mortgage. If, at the time of my death, the mortgage principal is less than this amount, the balance of this bequest shall be placed in the church building fund. FIFTH: I devise and bequeath the residue of my estate, of every nature and wherever situate, in the following shares: A. Two (2%) percent to each of my grandchildren who shall have survived me; B. One (1%) percent to A. Larry Bream; One-half of one (1/2%) percent to Mr. and Mrs. Donald Slaybaugh, or the survivor; The balance to my sons, equally, provided that the share of any son who predeceases me shall be distributed to his issue, per stirpes, and in default of any such then-living issue, such share shall be added to the share for my other son. SIXTH: I nominate, constitute and appoint my sons, H. Russell Grove, II, and William K. Grove, co-Executors, or the survivor as Executor, of this, my Last Will and Testament. I hereby relieve my Executors from the necessity of posting security in connection with their duties as such in any jurisdiction in which they may be called upon to act, insofar as I am able by law so to do. iN WITNESS WHEREOF, I have hereunto set my hand and seal to this, my Last Will and Testament, consisting of two typewritten pages, each of which bears my initials, this /6/oK- day .~' i ..<; 77. fi:,.. (SEAL) Robberta D. Grove, Testatrix Signed, sealed, published, and declared by the above-named Testatrix, Robberta D. Grove, as and for her Last Will and Testament, in the presence of us, who, at her request, in her sight and presence, and in the sight and presence of each other, have hereunto subscribed our names as witnesses. COMMONWEALTH OF PENNSYLVANIA ) :SS. COUNTY OF CUMBERLAND ) We, Robberta D. Grove, ...)a4Le,x~.[t~.e~ :~. ~-~C~-- , and , the Testatrix and the witnesses, respectively, whose names are signed to the foregoing instrument, being first duly sworn, do hereby declare to the undersigned authority that the Testatrix signed and executed the instrument as her last Will and that the Testatrix has signed willingly, and that the Testatrix executed it as her free and voluntary act fbr the purposes therein expressed, and that each of the witnesses, in the presence and hearing of the Testatrix, signed the Will as a witness and that to the best of his/her knowledge the Testatrix was at that time eighteen years of age or older, of sound mind and under no constraint or undue influence. Robberta D. Grove, Testatrix ~itne~s tAdd~ess: ~ '. ' '" Witness Address: Subscribed, sworn to and acknowledged before me by Robberta D. Grove, the Testatrix, and subscribed and sworn to before me by J'~T&C,r~.,/tMr' ,z~. ~ddf¢_~4- and ~/~'~tr'c~_kf"/. Cz-~t~'~ , the witnesses, thiUP4'~day of ~C'~5~1.~ Notary Public CORRINE L. MYERS, ,N, OTARY PUBLIC CARLISLE BORO, COUNpT'~ OF CUMBERLAND~ MY COMMISSION EX !RES MAY 27, 2007 and Io ev~Y oe~ pemon known Io the accountaot to arid lo ever~ olfler peliotl kllOWfl lo the acco,~r~nt to REGISTER OF WILLS OF CUMBERLAND COUNTY STATUS REPORT UNDER RULE 6.12 (For Resident Decedents Dying After July 1, 1992) Name of Decedent: ROBBERTAD. GROVE Date of Death: January 7, 2004 File No. : 21-04-00026 Social Security No. : 162-32-4539 C) Pursuant to Rule 6.12 ofthe Supreme Court Orphans' Court Rules, I report the fol1QWiJ1'giwit~-respect. to completion of the administration of the above-captioned estate: - .. 1. State whether administration of the estate is complete: Yes x No C.') q. .....'. 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 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? Yes No x d. Copies of receipts, releases, joinders and approvals of formal or informal accounts may be filed with the Clerk of the Orphans' Court and may be attached to this report. Date: February17,2005 Signature~~~~ Name: Edward L. Schorpp, Esqmr Address: MARTSON DEARDORFF WILLIAMS & OTTO Ten East High Street Carlisle, P A 17013 (717) 243-3341 Counsel for personal representative F:\FILES\DA T AFILE\EST A TES\] 0634.1. SREP }