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HomeMy WebLinkAbout02-0592IN RE: : IN THE COURT OF COMMON PLEAS OF CALVIN E. KILLINGER, :CUMBERLAND COUNTY, PENNSYLVANIA an alleged incompetent . NO. 02 - ORPHAN'S COURT DIVISION INCOMPETENCY PETITION REQUESTING A DETERMINATION OF INCOMPETENCY Petitioners, Fred E. Killinger and Bruce E. Killinger, by their attorneys Broujos & Gilroy, P.C., sets forth the following: 1 Petitioner Fred E. Killinger is an adult individual residing at 13 Mel-Ron Court, Carlisle, Pennsylvania 17013. 2 Petitioner Bruce E. Killinger is an adult individual residing at 17 Mel-Ron Court, Carlisle, Pennsylvania 17013. 3 The alleged incompetent is Calvin E. Killinger who currently resides at the Thornwald Nursing Home at 442 Walnut Bottom Road, Carlisle, Pennsylvania 17013. 4 The alleged incompetent is 86 years old having been born on September 7, 1916. 5 The alleged incompetent is a widower. 6 The alleged incompetent has five children, all of whom are adults whose names and addresses are as follows: Ruth A. Hess 49 Ashbury Drive, Suite 53 Mechanicsburg, PA 17055 Fred E. Killinger 13 Mel-Ron Court Carlisle, PA 17013 Bruce E. Killinger 17 Mel-Ron Court Carlisle, PA 17013 Bonnie Brents 2429 Tanglewood Street, Lot #2, Lakeland, FL 33801 7 Linda Bernheisel 1870 Aeronca Street Carlisle, PA 17013 The alleged incompetent is under the primary treatment of Dr. Donald J. Kovacs. 8 The alleged incompetent is unable to manage his property, or is liable to dissipate it or become the victim of designing persons and lacks sufficient capacity to make or communicate responsible decisions concerning his person. 9 The alleged incompetent was married to Grace E. Killinger who passed away on May 5, 2002. Prior to Grace's death, she was acting as Power of Attorney for the alleged incompetent and she, along with her daughter, handled all of the affairs of the alleged incompetent. 10 The alleged incompetent owns real estate with an approximate value of $65,000.00 which real estate is currently subject for sale. The alleged incompetent also has other assets including an annuity and some retirement and investment monies with a total value of approximately $110,000.00. The business dealings of the alleged incompetent will require an individuals to handle the sale of the real estate and to also require the monthly payment of bills to the Thornwald Nursing Home and for the payment of other bills as required. 11 Petitioner Bruce E. Killinger seeks to be guardian of the Estate of the alleged incompetent and Petitioner Fred E. Killinger seeks to be appointed Guardian of the person of the alleged incompetent. 12 The Petitioners have no interest adverse to the alleged incompetent person and seek this appointment personally in order to ensure that their father's affairs are taken care of without the costs that would be incurred with the appointment of a corporate guardian of the property. 13 The physical and mental condition of the Calvin E. Killinger is as follows: A. He suffers from advanced senile dementia. B. He has very little, if any, short-term memory. 14 Statements required by Cumberland County Rule of Orphan's Court 1.4.2-2 for each petitioner are attached hereto marked Exhibits "A" and "B". WHEREFORE, Petitioners request that the court issue a citation to Calvin E. Killinger, the alleged incompetent, to show cause why he should not be judged incompetent and a Guardian be appointed for his Estate and person. Respectfully submitted, ~~ Hubert X. Gilroy Esquire Attorney for Pe tioners Broujos & Gil oy, P.C. 4 North Hanover Street Carlisle, PA 17013 (717) 243-4574 Supreme Court ID No. 29943 IN RE: : IN THE COURT OF COMMON PLEAS OF CALVIN E. KILLINGER, :CUMBERLAND COUNTY, PF,NNSYLVANIA an alleged incompetent NO. 02 - ORPHAN'S COURT DIVISION INCOMPETENCY Petition Pursuant to Cumberland County OrQhan's Court Rule 14.2-2 and 12.5-2 I, Fred E. Killinger, of 13 Mel-Ron Court, Carlisle, Pennsylvania, hereby state the following: 1. I am a citizen of the United States and able to speak, read and write the English language. 2. I do not reside in the household of Calvin E. Killinger. 3. I am not a fiduciary or an officer or employee of a corporate fiduciary of an estate in which the alleged incompetent has an interest nor a surety or an officer or an employee of the corporate surety of such a fiduciary. 4. I have no interest adverse to Calvin E. Killinger. ~ a Date: b I a Fred E. Killinger EXHIBIT ~., IN RE: : IN THE COURT OF COMMON PLEAS OF CALVIN E. KILLINGER, :CUMBERLAND COUNTY, PENNSYLVANIA an alleged incompetent NO. 02 - ORPHAN'S COURT DIVISION INCOMPETENCY Petition Pursuant to Cumberland County Orphan's Court Rule 14.2-2 and 12.5-2 I, Bruce E. Killinger, of 17 Mel-Ron Court, Carlisle, Pennsylvania, hereby state the following: 1. I am a citizen of the United States and able to speak, read and write the English language. 2. I do not reside in the household of Calvin E. Killinger. 3. I am not a fiduciary or an officer or employee of a corporate fiduciary of an estate in which the alleged incompetent has an interest nor a surety or an officer or an employee of the corporate surety of such a fiduciary. 4. I have no interest adverse to Calvin E. Killinger. Date: ~' ;2f- 02 Bruce E. Killinger EXHIBIT ~ :~, ~ ,., I verify that the statements made in the foregoing document are true and correct. I understand that false statements herein are made subject to the penalties of 18 PA.C.S. Section 4904 relating to unsworn falsification to authorities. DATE: G ~?r U 2- DATE: C ~ a Jt.~ Bruce E. Killinger , ~~' - ^ .. C- ~ ~ ~~ i Fred E. Killinger r ~~' 2002 IN RE: : IN THE COURT OF COMMON PLEAS OF CALVIN E. KILLINGER, :CUMBERLAND COUNTY, PENNSYLVANIA an alleged incompetent 5 1~ NO. 02 - ORPHAN'S COURT DIVISION INCOMPETENCY PRELIMINARY DECREE AND NOW, this day of _ , 2002, upon consideration of the attached Petition, it is ordered an d re d that a citation be issued, directed to Calvin E. Killinger, to show cause as to wh hould not be judged incompetent and a Guardian be appointed of his Estate and person. A hearing is scheduled for Courtroom No. ~ of the Cumberland County Courthouse on the 1 Z ~' day of 2002, at f ~ 3~~sM• At least fifteen (15) days written notice of this hearing shall be given to Calvin E. Killinger, the alleged incompetent, by serving Calvin E. Killinger personally with the citation and a copy of the foregoing Petition and this Order of Court. Additionally, at least fifteen (1S) days written notice of the petition and hearing shall also be given to the five children of Calvin E. Killinger, either personally or by registered or certified mail. It is further requested that Dr. Donald J. Kovacs prepare a written report relating to his independent evaluation of Calvin E. Killinger, which report shall include an evaluation of Mr. Killinger's current medical and mental status, his evaluation of whether or not Mr. Killinger is able to manage his property and whether he lacks sufficient capacity to make or communicate responsible decisions concerning his person, and his evaluation as to whether or not Mr. Killinger's mental or physical condition would be harmed if he were required to personally attend the hearing scheduled in this case. BY THE COURT, B , J. cc: Hubert X. Gilroy, Esquire ._t„ IN RE: CALVIN E. KILLINGER, IN THE COURT OF COMMON PLEAS OF AN ALLEGED INCAPACITATED :CUMBERLAND COUNTY, PENNSYLVANIA PERSON :ORPHANS' COURT DIVISION N0.21-2002-0592 IMPORTANT NOTICE CITATION WITH NOTICE A petition has been filed with the Court to have you declared an Incapacitated Person. If the Court finds you to be an Incapacitated Person, your rights will be affected, including our right to manage money and property and to make decisions. A copy of the petition which has been filed by FRED E. KILLINGER AND BRUCE E. KILLINGER is attached. You are hereby ordered to appear at a hearing to beheld in Court Room No. 3, Cumberland County Courthouse, Carlisle, Pennsylvania, on AUGUST 12 , 2002, at 1:30 PM. to tell the Court why is should not find you to be an incapacitated Person and appoint a Guardian to act on your behalf. To be an incapacitated Person means that you are not able to receive and effectively evaluate information and communicate decisions and that you are unable to manage your money and/or other property, or to make necessary decisions about where you will live, what medical care you will get, or how your money will be spent. At the hearing, you have the right to appear, to be represented by an attorney, and to request a jury trial. If you do not have an attorney, you have the right to request the Court to appoint an attorney to represent you and to have the attorney's fees paid for you if you cannot afford to pay them yourself. You also have the right to request that the Court order that an independent evaluation as to your alleged incapacity. If the Court decides that you are an Incapacitated person, the Court may appoint a Guardian for you, based on the nature of any condition or disability and your capacity to make and communicate decisions. The Guardian will be of your person and/or your money and other property and will have either limited of full powers to act for you. If the court finds you are totally incapacitated, your legal rights will be affected and you will not be able to make a contract or gift of your money to other property. If the court finds that you are partially incapacitated, your legal rights will also be limited as directed by the Court. If you do not appear at the hearing (either in person or by an attorney representing you) the court will still hold the hearing in your absence and may appoint the Guardian requested. Clerk, rphans' Court Division '` ' Cumberland County, Carlisle, PA My Commission Expires ls` Monday, January, 2006 '~ IN RE: : IN THE COURT OF COMMON PLEAS OF CALVIN E. KILLII~TGER, :CUMBERLAND COUNTY, PENNSYLVANIA an alleged incompetent . N0.02 - 592 ORPHAN'S COURT DIVISION INCOMPETENCY COURT ORDER ANU NOW, this 12~h day of August, 2002, after a hearing in the above case and after review of the evidence presented at said hearing, the court determines as follows: 1 Calvin E. Killinger and all of his five children were properf y served with notice of the hearing of August 12, 2002 and Calvin E. Killinger was properly served with a Citation issued to him by the Cumberland County register of Wills. 2 Because of his physical condition, Calvin E. Killinger is unable to manage his property and liable to dissipate it or become a victim of designing persons and Mr. Killinger lacks sufficient capacity to communicate or make responsible decisions concerning his person and property. 3 Calvin E. Killinger is of such a poor physical condition that it was in his best interest for him to not attend the hearing in this case. 4 Based upon the above, this Court finds that Calvin E. Killinger is an incompetent person and that the appointment of a guardian of his person and property is appropriate. Bruce E. Killinger is appointed guardian of the Estate of Calvin E. Killinger, and Fred E. Killinger is appointed guardian of the person of Calvin E. Killinger. 5 Both Bruce E. Killinger and Fred E. Killinger are directed to keep all of their brothers and sisters advised with respect to all matters relating to their handling of the Estate and personal affairs of their father, Calvin E. Killinger. Additionally, Bruce E. Killinger is directed to annually file an accounting with the Cumberland County Register of Wills concerning the Estate of Calvin E. Killinger, with copies of such accounting also served upon all of the children of Calvin E. Killinger. 6 Pursuant to his appointment as guardian of the property of Calvin E. Killinger, Bruce E. Killinger may execute all appropriate instruments and deeds in connection with the sale of any real estate of Calvin E. Killinger and take such other action as is appropriate to handle the financial affairs of Calvin E. Killinger. cc: Hubert X. Gilroy, Esquire BY THE COURT, IN RE: : IN THE COURT OF COMMON PLEAS OF CALVIN E. KILLINGER, :CUMBERLAND COUNTY, PENNSYLVANIA an alleged incompetent N0.02 - 592 ORPHAN'S COURT DIVISION INCOMPETENCY AFFIDAVIT OF SERVICE I, Hubert X. Gilroy, Esquire, being duly sworn according to law do depose and state that a copy of the Preliminary Decree along with the Petition Requesting a Determination of Incompetency was personally served on the five children of Calvin E. Killinger by certified mail, return receipt requested. Copies of the returned receipts are attached hereto and marked Exhibit "A", and a list of the five children along with their addresses who were serviced pursuant to this Court's Order of July 8, 2002 are as follows: Ruth A. Hess 49 Ashbury Drive, Suite 53 Mechanicsburg, PA 17055 Bruce E. Killinger 17 Mel-Ron Court Carlisle, PA 17013 Fred E. Killinger 13 Mel-Ron Court Carlisle, PA ] 7013 Linda Bernheisel 1870 Aeronca Street Carlisle, PA 17013 Bonnie Brents 2429 Tanglewood Street, Lot #2 Lakeland, FL 33801 Date: ~ ~1 ~ v a ~l ~o.~~ Hubert X. Gilroy squire Broujos & Gil y, P.C. 4 North Hanover Street Carlisle, PA 17013 EXHIBIT COMMONWEALTH OF PENNSYLVANIA COUNTY OF CUMBERLAND ss On this, the ~ a' ~ day of ~ c, ~a ~, s'~' , 2002, before me a Notary Public, the undersigned officer, personally appeared Hubert X. Gilroy, Esquire, known to me (or satisfactorily proven) to be the person whose name is subscribed to the within instrument, and acknowledged that he executed the same for the purpose therein contained. IN WITNESS WHEREOF, I have hereunto set my hand and notarial seal. • ~b~t.w ~~G2.f c~-~n.~ Notary Pu lic Notarial Seal Bridget Ann Corcoran, Notary Public Carlisle Boro, Cumberland County My Commission Expires June 10, 2006 Member. Pennsywania Association Of Notaries ,r .C ^ ;" -z- --- -- - - -- - -- __~_ .:: ,:,,- ~~- t _. ^ Complete items 1, 2, and 3. Also complete item 4 if Restricted Delivery is desired. ^ Print your name and address on the reverse so that we can return the card to you. ^ Attach this card to the back of the mailpiece, or on the front if space permits. 1. Article Addressed to: Bruce E. Killinger 17 Mel-Ron Drive Carlisle, PA 17013 f • • • ^ M1 by (Please Print Clearly) B. Date Deli ery i ~ ^ gent ~~ addressee D. Is delivery address different from it 1? ^ Yes If YES, enter delivery address below: ^ No 3. Service Type ' ~7 Certified Mail ^ Express Mail ^ Registered Return Receipt for Merchandise i ^ Insured Mail ~ C.O.D. 4. Restricted Delivery? (Extra Fee) ^ Yes ~. Article Number (Copy from service label) 7099 3400 0018 5046 3267 "orm 3811, July 1999 Domestic Return Receipt 102595-00-M-0952 ^ Complete items 1, 2, and 3. Also complete item 4 if Restricted Delivery is desired. ^ Print your name and address on the reverse so that we can return the card to you. ^ Attach this card to the back of the mailpiece, or on the front if space permits. 1. Article Addressed to: Fred E. Killinger 13 MelLRon Court Carlisle, PA 17013 • • • ~ A. Received by (Please Print Clearly) B Date of eliv ry ; n~ g C. Signature ^ Agent X Addressee D. Is delivery address diffe t from item ? ^ Yes If YES, enter delivery address below: ^ No 3. Service Type l~l Certified Mail ^ Express Mail ^ Registered ~ Return Receipt for Merchandise ^ Insured Mail ^ C.O.D. 4. Restricted Delivery? (Extra Fee) ^ Yes 2. Article Number (Copy from service label) 7099 3400 0018 5046 3281 PS Form 381 1, July 1999 Domestic Return Receipt 102595-00-M-0952 EXHIBIT i• ^ Complete items 1, 2, and 3. Also complete 't, item 4 if Restricted Delivery is desired. ^ Print your name and address on the reverse so that we can return the card to you. S~ Attach this card to the back of the mailpiece, or on the front if space permits. 1. Article Addressed to: Ruth A. Hess 49 Ashbury Dr., Suite 53 Mechanicsburg, PA 17055 A. Received by (Please Print Clearly) lT' C. Si ure ~ ^ Agent X ~~ ^ Addressee D. Is delivery ddres s different from item t? ^ Yes If YES, e ter deli very address below: ^ No . 3. Service Type )~ Certified Mail ^ Express Mail ^ Registered ~ Return Receipt for Merchandise ^ Insured Mail ^ C.O.D. 4. Restricted Delivery? (Extra Fee) ^ Yes 2. Article Number (Copy from service label) 7099 3400 0018 3250 PS Form 381 1 ,July 1999 Domestic Return Receipt 102595-00-M-0952 ^ Complete items 1, 2, and 3. Also complete item 4 if Restricted Delivery is desired. ^ Print your name and address on the reverse so that we can return the card to you. ^ Attach this card to the back of the mailpiece, or on the front if space permits. 1. Article Addressed to: Linda Bernheisal 1870 Aeronce..St. Carlisle, PA 17013 • • • ~ A. Received by (Please Print Clearly) B. Date of Delivery ; C. Sig~ri~M~/~~ ,ri ~r - X ^ Agent t ^ Addressee D. Is deliver address different from item 1? ^ Yes If YES, enter delivery address below: ^ No 3. Service Type Certified Mail ^ Express Mail ^ Registered ~ Return Receipt for Merchandise ^ Insured Mail ^ C.O.D. 4. Restricted Delivery? (Extra Fee) ^ Yes 2. Article Number (Copy from service label) 7099 3400 0018 5046 3298 PS Form 381 1, July 1999 r --- ^ Complete items 1, 2, and 3. Also complete item 4 if Restricted Delivery is desired. ^ Print your name and address on the reverse so that we can return the card to you. ^ Attach this card to the back of the mailpiece, or on the front if space permits. 1. Article Addressed to: .~ r1 ~ I c. ~ r~-rr~S 3~ (~o ~,ol~ Vt~l~a~t L~~~, N~ ~ Lam. k~ l ~.,r,~ , FL 33-09 102595-00-M-0952 A. Received by (Please Print Clearly) B. Date of Delivery ~- 2• Z,lw C. Signat ^ Agent ~ ^ Addressee D. Is delivery address different from item 1? ^ Yes If YES, enter delivery address below: ^ No 3. Service Type Certified Mail ^ Express Mail ^ Registered ®Return Receipt for Merchandise ^ Insured Mail ^ C.O.D. 4. Restricted Delivery? (Extra Fee) ^ Yes 2 Article Number (Copy from service label) ~~~~~ o~ ~~~~~ ~ ~ ~ ~ ~ ~~~ ~ ~~ PS Form 381 1 ,July 1999 Domestic Return Receipt Domestic Return Receipt 102595-]0-M-0952 IN RE: : IN THE COURT OF COMMON PLEAS OF CALVIN E. KILLINGER, :CUMBERLAND COUNTY, PENNSYLVANIA an alleged incompetent N0.02 - 592 ORPHAN'S COURT DIVISION INCOMPETENCY AFFIDAVIT OF SERVICE [, Hubert X. Gilroy, Esquire, being duly sworn according to law do depose and state that a copy of the Citation issued by the Clerk of the Orphan's Court and a copy of the Preliminary Decree along with the Petition Requesting a Determination of Incompetency was personally served on Calvin E. Killinger at the Thornwald Nursing Home, Carlisle, Pennsylvania, on Monday, July 22, 2002 at 4:00 p.m. Date: ~ t/~ ( ~ a d~ (~' x Hubert X. Gilroy, Esquire Broujos & Gilroy, P.C. 4 North Hanover Street Carlisle, PA 17013 COMMONWEALTH OF PENNSYLVANIA COUNTY OF CUMBERLAND ss k On this, the (a ° day of ~'~.~ t,p~ , 2002, before me a Notary Public, the undersigned officer, personally appeared Hubert X. Gilroy, Esquire, known to me (or satisfactorily proven) to be the person whose name is subscribed to the within instrument, and acknowledged that he executed the same for the purpose therein contained. IN WITNESS WHEREOF, I have hereunto set my hand and notarial seal. w ~ ~Ge1C~ Notary Publ' EXHIBIT Notarial Seal P Bridget Ann Corcoran, Notary Public Carlisle Boro, Cumberland County My Commission Expires June 10, 2006 Me~M-9r. PemsiAver~n.4soclatanotMotarles YEI:~LD~3 BRBECHB.~~ FAt1ILX L'I?A.CTICL' Dorial~ J. 1'.OVaC5, 1i.D. Braclfo~d J. lric~c~, P'I.D. 135c3 Lut:LtaVan Rd. ~"_IUrit~ B~liliiiy Spriric~s, FA 17LJ~ ,, _ ,_ =- f - LSE: .. :;~".v~C' ,.. ... .. '. .T .,,r,. .... r'e n.. r .,-, i ~7 a~.• hr~i ~': tv w. t r ~r ~-t'i t \ rrr l . r t ~ 1 ~ '. 1 1. ~ r ' .~..: _ !i:J ~.; .-. it - ~ t. ,: •t 1.-~.l zi, ~ .:~a. 1.1 t:t:: ~..L .!V',.:1 i.r.. r_ X1:1 J_'.. IC... it1- : - , t 1 .. ~ -. 1 .. _ ~ L ~ _ .. r: .. _ ~' rr~ ,. ,_ . ~. ,:~ _ . :1. ".: a` t', CJ 111 ~1 •~E: i t,: ors ui i.?,~ ~ vc:.` _ ~. _ ~ }, .~~i. . - ._ .,. i- ~ . ~ _ ~ _. 1 ~ .. _.. ~_ _ L. .L i. , L l .- 1 ~ _. _ r ~ .. -~ .,. _. _... - .. , r- ~ _... _. L . ~ -. ._ Vii.: S.! _ ,_ .. L 1 -i _ ~. . , ~ -" i. _ - - ~ L .... .. i .. s. _ .. -. .. _ _ ~ ~ Y. t EXHIBIT ~ p„ %{.F ' _ - a~ PETITION FOR PROBATE and GRANT OF LETTERS ADMINISTRATION C.T.A_ Ertate of alvin Killin er rr~.~ also known as r ,a- . • ~` ~ .. (~ ~ ,~. tk Deceased. Social Security No. ) R9-09-4687 The petition of [he undersigned respectfully represents that: the Your petitioner(s), who is/are 18 years cif age or older an the executors in the last will of the above decedent, datet.~ October 20 2000 named and codicil(s) dated , 19 (state relevant circttmstanccs, e.g. renunciation, death of executor, etc.) Decendent was domiciled at death in Cumberland h iG last fart~tl o rinci ~~__rr idence at 442 Walnut Bottom Road ty, Pennsylvania, with Carlisle ~ ~Nl~ (list street, number and muncipality) Decendent, then 87 years of age, died on October 29 lg 2003 at Ca l;s1e ennsylvania Except as follows, decedent dtd 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 as follows: (If domiciled in Pa.) All personal property $ 100.000 00 (If not domiciled in Pa.) Personal property in Pennsylvania $ (If not domiciled in Pa.) Personal property in County $ Value of real estate in Pennsylvania $ situated as follows: WHEREFORE, petitioner(s) respectfully request(s) the probate of the last will and codicil(s) presented herewith and the grant of letters testamentar CTA (testamentary; administration e.t.a.; administration d.b.n_c.t.a.) theron. :, ~~ ~ ~ ~ruce~F~{" K; 1 1 i~ng~"r ~ ~ WW_FRt YP ~- ewvi e,yPA 17~-+ r. d ~a u ... ~ O A C N COMMONWEALTH OF PENNSYLVANIA COUNTY OF Ctanberland ss The petitioner(s) above-named swear(s) or affirm(s) that the statements in the foregoing petition are true and correct to the best of the knowledge and belief of petitioner(s) and that as personal represen- tative(s) of the above decedent petitioner(s) will well and truly administer the estate according to law. Sworn to or affirmed and subscribed before me this 21st day„Qf ,~- - ---- ?l ~-1tr~ Y ~IL!/i ~ _ fC~ o'o' a 0 ~o To: _ -~ Mel-Ron Court Carlisle PA 17013 OATH OF PERSONAL REPRESENTATIVE Register of Wills for the County of Cumberland in Commonwealth of Pennsylvania No. 2i-2oo2=11592 Estate of CALVIN KILLINGER ,Deceased DECREE OF PROBATE AND GRANT' OF LETTERS ADMINISTRATIUN C.T.A. AND NOW January 22nd, ~ 2004 {n consideration of the petition on the reverse side hereof, satisfactory proof having been presented before me, IT [S DECREED that the instrument(s) dated October 20th, 20u0 described therein be admitted to probate and filed of record as the l~.st will of Calvin Killinger, and Let[ers AT~MINISTRATIUN C.T.A. aze hereby granted to FEES Probate, Letters, Etc.......... $ Short Certificates( ........ , , $ Renunciation ..~ ~~_ . , , _ , , , , _ , $ " v, ~17j ,J~ t~ ~~ $ I v.UZ~ .'C />c~`~z° t a~ TOTAL $ ~~=~+~~ Filed ..January 22nd, 2004 . ~.~~? Call Attorney 243-4574 on 1/27_/04 t J Register of Wil~ Glenda Farner Strasbaugh `~"~~~~~~ZU ,f' _Hubert X. Gilro Esquire, 29943 ATTORNEY (Sup. Ct. I.D. No.) 4 North Hanover Street ADDRESS Carlisle, PA 17913 PHONE (717) 243-4574 IO~B(l5 REl'718p This is to certify that the information here given is correctly copied from an original certificate o4 death dole filed wid7 rrie as Local Registrar. The original certificate will be forwarded to the State Vital Records Office for permanent tiling, WARNING: It is illegal to duplicate this copy by photostat or photograph. Fee for this certificate, $2.00 1_ucai Registrar No. ~)~~,~ cc~u< x. X11 ~EA3S3~\f~ ~1 t~Cw C.~ ft-3-f 3 ~z~~'. N 0 V 3 2003 )ate ---- H105., 43 Rev. 2/87 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF HEALTH • VITAL RECORDS :/PRINT CERTIFICATE OF DEATH ,ANENT NAME OF DECEDENT (First, Midtlle, Last) STATE FlLE NuMeER :K INK SEX SOCIAL SECURITY NUMBER DATE OF DEATH (Month, Day, Vear) ,. Ca vin E. Killinger Male 189 09 _ 4687 f AGE (Last Birthday) ND , Y AR N , qy 2. 3. - L C2 DATE OF BIRTH BIRTHPLACE (City and PLACE OF ATH he k nl n - se in Wdi ns on that i a F~ (~ 87 Months Days Hours Minutes (Month, Da(y.,~Year) State w Foreign Country) HOSPITAL; Yra. SeptemlJCr 7 Inoatient OTHER: • ° B. ,Upper Mifflin P ^ ERIDvIp°tb^' ^ DDA ^ Nur• ' COUNTY OF DEATH °• Homo Q Ra•kanu ^ Omer ^ C1TV, BORO, TVYP OF DEATH FACILITY NAME (If not institution, give street antl number lsox+ry, Cumberland ) WAS DECEDENT OF HISPANIC ORIGIN? RACE -American Intlian, Black, White, el ° ,b, Carlisle . II ~(I I No~ Ves ~ If yes, specihy Cuban, (Speciry) 8c, gd• I ~1C~7i"~ (.~. /~•-f (-~ ~ I'Cirn ~ Mexican, Pue o Rican, etc. DECEDENTS USUAL OCCUPATION KIND OF BUSINESS /INDUSTRY A ,0. ' (Dive x~,w on.on aon• sun I DECEDENTS EDUCATION S DECEDENT EVER IN MARITAL STATUS - Manied, ot.-a¢vp Ina: no not cw nn~remaj U.S. ARMED FORCES? IsPeary omy ngnep recta comple,ea) Never Married, Widowetl. SURVIVING SPOUSE Mechanic Ca t (ujf Yes^ No~] Elameniaryl5ecorgery Caade Divorced (Speciry) I"w'~.a~ms~a•e Hamel „a. „b ~ 9• ,3.unf£i'IbWn (,•~a., DECEDENTS MAILING ADDRESS (Street, Ciry?own, State, Zip Cotle) DECEDENTS 12 t<. W1dOWed ,7a. State PA ,s' 442 Walnut Bottom Road ACTUAL Did ,7c. ^Yes, decedent lived in RESIDENCE decedent ~ Carlisle PA 17013 (See inatruwiona rive in a 13. on other side) rib. county C, TiTf-yPYI h townshl ? No, decedem lived e3 [3 D ,7d. ~ wigdn actual limits of Carlisle FATHER'S NAME (First Midtlle, Lasl) nJty/boro ,e. Roy Killinger MOTHER'S NpgM7E r7~irst Middle Maiden Surname) INFORMANTS NAME T ,9. ~r`-•e++a Heckman ( YPe/Prinl) zoa. Bruce Killin er INFORMANTS MAILING ADDRESS SVeet Cl Rown, Slate Zpi Cafe METHOD OF DISPOSITION 20b. 101 W. BUt1eY ~t. y ~t. HoYly Spring PA 17065 ff--~~~ DATE OF DISPOSITION PLACE OF DISPOSITION- Name of Cemetery, Crematory LOCATION - Cityrtown, State, Zip Code Donation ^ Burial ^ Cremation LRengvel Irom State ^ ^ (MOnln, Dey, veer or Other Place z,a. od,er(sPeary> z,b.N vember 3 2003 2,c. Pros ct Hill Cemete 2,d.W. Pennsboro ' SIG TU OF ERSON ACTING AS SUCH LICENSE NUMBER . r PA z2 NAME AND ADDRESS OF FACILITY O maR- O Hera Ome :2b. 014819-L zzn.219 N. Hanover St., Carlisle PA 17013 plate items 23at only when certiying To the Dest of my knowledge, death occurred at the time, date end place stated. .. phyaidan is not available et tkna of death to (Signature end Title) / LICENSE NUMBER DATE SIGNED - cerOfy ceuae o/death. (Month, Day~eyr) 23a. a-- . .~ 2_ , rL "~'J ~N (~' i~ 31 ~ Ll~tt ~' Items 2a-26 moat be completed Dy TIME OF DEATH 276. 20c. ~„ ~C.p person who pronounces death. DATE RONOUNCED DEAD (Month, Day, Year) WAS CASE REFERRED TO A MEDICAL EXAMINER /CORON ? -V ' za. a•?G'05~ M. zs. ~)c i-. '+ y <) .-" /G3 Yeses 27. PART I: Em•. m• alwa•n, in)ad.• er c°mpuesuon•.mcn eau••a m• sum. oo not 'rif't m• moa• or a m ~ 23' No u•t only on• cau•• en •.en nn•, v d. •ucn •• melee or n•Po-nory arr.n •nxk o. n•,n,•nur•. ~ Approximate PART 11: Othw si nifieant • interval between 9 txx,ditbna txmtributirp to death, but IMMEDIATE CAUSE (Final ~ ~ not resulting in the untledying cause given in PART I. tliaease w candRion t-„i ~ .onset and death .. resulting in death)-- e. ' DUE TO (Oq ASAOONSEp~ NCE OF)~ ~~ r) l! Sequendapy fist conditions b. F~\S S C~~//I I( arty, kidding to immediate DUE TO (OR AS A GONSEOUENCE OF,: Huse. Enter UNDERLYING CAUSE (Disease w injury c• • that kUKeted events DUE TO (OR AS A CONSEQUENCE OF): resuRing on death) LAST d, • WAS AN AUTOPSY WERE AUTOPSY FINDINGS MANNER OF DEATH , PERFORMED? AVAILABLE PRIOR TO DATE OF INJURY TIME OF INJURY INJURY AT WORK? DESCRIBE HOW INJURY OCCURRED. COMPLETION OF CAUSE Natural ~ ^ (MOnm, osy, veer) OF DEATH? Homicide Accident ^ Pending Investigation ^ Yas ^ No ^ Yes ^ No Yes ^ No ^ Suicitle ^ Could not be tletertnined JOT' OOb. M. Jgc, 30tl. ^ PLACE OF INJURY - AI home, farm, street, factory, office LOCATION 23e. 2eb, 29. swlama, em. Ispecay, (Street. Cirylfown, State) CERTIFIER (Check ony one) 30e. 30! 'CER71F1'ING PHYSICIAN (PMakian certifying cause o! deaM when another physician has pronounced tleath and completed Item 23) IGNATURE ANO TIT E OF CERTJFIER To the bast of my knowledge, dnth occumd due to the ausas(s) and manner as stated ................................................................. ' ~ ~ 01b. r 'PRONOUNCING AND CERTIFYING PHYSICIAN (Physidan boN pronouncing death and certifying to cause of death) LICENSE N BER J To tM beet of my knowledpe, death occurred at the time, data, and plate, and dos to the eausea(a) and manner as abled ...................... ^ 3,c O ! • "L lj l /\ DATE SIGNED (Monts, Day, Year) ' l '1 J~LG J,d. 3t~ 1od 3 'MEDICAL EXAMINEWCORONER NAME 'ND ADDRESS OF PERSON WHO COMPLETED CAU5E OF DEATH ' On fhe Daela of uaminatlon md/w Invettigation, In my oplnlon, deatA occurred at tM time, dab, and place, antl due to the causes s and Otam 27 Type w Print mmmr as ebbd ................................. () DONALD J. KOVACS, MD Jta. ............................ ................ ..................... . ... .................•...~•..........•............ ^ Yelbw Breathes Family Pradke Canter REGISTRAR'S SIGNATURE AND N J2• 1358 lmnown Rd., Bosh Spr , PA 17007. a[~~ .~•~' \ DATE FILED (Month, Day, Vear) 73. _ Tl. ~f'\\t; ~\wa~Y.v_... 17111 ry111/lI T LAST WILL AND TESTAMENT OF CALVIN E. KILLINGER ~~''-~ -~~``~.~, I, CALVIN E. KILLINGER, of Carlisle, Penns;.rlvaria, declare this to be my last v~~i11 and revoke any will previously made by me. ITEM ONE: I direct that all my debts and funeral expenses, including my gravemarker shall be paid from my residuary estate as soon as practicable after my decease as a part of the expense of the administration of my estate. ITEM TWO: I give, devise and bequeath my automobile which I may own at the time of my death to my wife, Grace E. Killinger, provided she shall survive me by a period of ninety (90) days. ITEM THREE: I give and bequeath my three (3) fire arms, the same being a .22 Calibre Rifle, a 20 gauge Ithaca pump action Shot Gun, and a 30-30 Winchester Lever action Rifle, as follows: each son shall receive one of said fire arms, the selection to be made by drawing lots, with each son to draw in the order of age beginning with the oldest. ITEM FOUR: I give, devise and bequeath to my wife, Grace E. Killinger, for and during the term of her natural life, provided she shall survive me by a period of Ninety (90) days, my house and lot of ground situate in South Middleton Township, Cumberland County, Pennsylvania, known as 13 Otto Avenue together with the use of any furnishings and maintenance equipment located in or about the premises which belong to me, (most of the household goods and furnishings are the sole and separate property of Grace E. Killinger), and upon the death of Grace E. Killinger the same shall be disposed of in accordance with Paragraph No. 5 hereinafter set forth. The said life tenant shall be responsible for paying all real estate taxes and municipal assessments thereon, carrying adequate fire and liability insurance and keeping said premises and the improvements thereon erected in good repair. Upon written request of the life tenant to my Executors for sale of said house and lot of ground at 13 Otto Avenue, the same shall be sold in accordance with her instructions and the net proceeds of sale shall be held in Trust by my hereinafter named Executors and the income arising therefrom shall be paid in regular intervals to the life tenant so long as she shall live, and at her death the principal thereof shall be distributed pursuant to Paragraph 5 below. ITEM FIVE: All the rest, residue and remainder of my estate shall be distributed equally between my five (5) children, share and share alike, per capita, such that the share of any child of mine that predeceases me shall be distributed equally to all of my children alive at the time of my death. At the present time I am the father of the following Five children: Fred Killinger, Ruth Hess, Bruce Killinger, Linda Sue Bernheisel, and Bonnie K. Gsell. . i C L E I PAGE ONE OF THREE PAGES ITEM SIX: I appoint Fanners Trust Company, Executor, of this my last will. ITEM SEVEN: In addition to the rights and powers given to the fiduciaries by law or elsewhere in this will, I give to my Executor during the full time necessary and for the administration of my estate the following rights and powers to be exercised in his sole discretion. A. To retain any real or personal property which may at any time form a part of my estate so long as he or she deems it advisable. B. To invest in any real or personal property without restrictions to legal investments. C. to repair, alter, improve or lease for any period of time any real or personal property and to give options for leases. D. To sell at public or private sale, for cash or credit, with or without security, to exchange or to partition real or personal property, and to give options for leases. E. To make distribution in kind. F. To compromise claims. b IN WIT~ESS WHEREOF, I have hereunto set my hand this ~d ~ day of c,'~ , 2000. SIGNED LV ~t cA n .I L The preceding instrument, consisting of this and two other typewritten pages each identified by the signature of the Testator was on the day and date thereof signed, published and declared by the Testator therein named as and for his last will, in the presence of us, who at his request, in his presence and in the presence of each other have subscribed our names. PAGE TWO OF THREE PAGES COMMONWEALTH OF PENNSYLVANIA ss COUNTY OF CUMBERLAND We (- ~' /~ LK Gam' ~~i/~.o- and ..~~~a.,~c. .H Pt~.z.~~ts/~ witnesses whose naives are si ed the attached or for ~ ~ egomg instrument being duly qualified according to law, do depose and say that we were present and saw the Testator sign and execute the instrument as his last will; that he signed willingly and executed it 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; and that to the best of our knowledge, the Testator was at the time 18 or more years of age, of sound mind and under no constraint or undue influence. r, ~ Sworn and subscribed to a before me thi ~ day Notarial Seal 3ridget Ann Corcoran, Notary Public =:;arl!sle Boro, Cumberland County Of ©~ ~ 2000 ~ `'~'J *~,ommission Expires June 10, 20n2 ~ ~ ~~ ~ ~~ ~ ~~ Notary Public COMMONWEALTH OF PENNSYLVANIA COUNTY OF CUMBERLAND ss 1, Calvi^ i. Rillinger, =.~;hc"e nwm~e is si~?ed _o ±hP attached i tstna~'r~ent. having been duly qualified according to law, do hereby acknowledge that I signed and executed the instrument as my last will; that I signed it as my free and voluntary act for the purposes therein expressed. ~ L CALViN E. Sworn and affirmed to and acknowledged before me this ~ ~` day of o , 2000 ~~~ ti'~t~'' ~'! ~°~i PAGE THREE OF THREE PAGES Bridg~# ,~ n~~ ;;;;,rt. ~ , 4~taryy Public Cor':;ls r :: >;iand County My CG !; ~;,;• _ _,~ ,:J18 lfl, 2002 , RENUNCIATION 21-2002-592 In Re Estate of Calvin E. Killinger deceased. To the Register of Wills of Cumberland County, Pennsylvania. The undersigned Linda Bernheisal, daughter of the above decedent, hereby renounce(s) the right to administer the estate and respectfully ask(s) that Letters Administration CTA be issued to Bruce E. Killinger and Fred E. Killinger, Co-Administrators CTA WITNESS mY hand this _ day of December ~ 2003, f) ~~~ ~~r ~'~~ i ii (Signature) 1870 Aeronca Street Carlisle, PA 17013 (Address) (Signature) (Address) (Signature) (Address) RENUNCIATION 21-2002-592 In Re Estate of Calvin E. Killinger To the Register of Wills of Cumberland deceased. County, Pennsylvania. The undersigned _ Ruth A. Hess, daughter of the above decedent, hereby renounce(s) the right to administer the estate and respectfully ask(s) that Letters Administration- CTA be issued to Bruce E. Killinger and Fred E. Killinger; Co-Administrators CTA WITNESS e ~' hand this ~_ day of December ~ 2003. ~ ,i s ~~, i)rf (Signature) 49 Ashbury Drive, Suite 53 Mechanicsburg, PA 17055 (Address) (Signature) (Address) (Signature) (Address) RENUNCIATION 21-2002-592 In Re Estate of Calvin E. Killinger deceased To the Register of Wills of Cumberland County, Pennsylvania. The undersigned _ Bonnie Brents, daughter of the above decedent, hereby renounce(s) the right to administer the estate and respectfully ask(s) that Letters Administration CTA be issued to Bruce _E. Killinger and::Fred E. Killinger, Co-Administrators CTA WITNESS my hand this ~ ~ day of December ~ >~ 2003. i `~~'tc.~-~ ~ L~i~ (Signature) .l RlL~rLR-•J~~ J~C.. 3~c~U3 r , ~--i~~A~--4~- (Address) (~1~3~~~3-c~zP~ (Signature) (Address) (Signature) (Address) RENUNCIATION 21-2002-592 In Re Estate of Calvin E. Killinger To the Register of Wills of Cumberland The undersigned Executor deceased. County, Pennsylvania. of the above decedent, hereby renounce(s) the right to administer the estate and respectfully ask(s) that Letters Administration CTA be issued to Bruce E. Killinger and Fred E. Killinger, Co-Administrators CTA WITNESS my hand this 24th day of November 211 03 Manufacturers & Traders Trust Co. Succ sor to Farmers Trust Company Signa re) One West High Street Carlisle, PA 17013 717-240-4505 (Address) (Signature) (Address) (Signature) (Address) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG, PA 17128-0601 RECEIVED FROM: KILLINGER BRUCE 47 COUNTRY VIEW ESTATE NEWVILLE, PA 17241 PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT ACN ASSESSMENT AMOUNT CONTROL NUMBER fold ~;,- ESTATE INFORMATION: ssrv: is9-o9-4s87 FILE NUMBER: 2102-0592 DECEDENT NAME: KILLINGER CALVIN DATE OF PAYMENT: 01 /27/2004 POSTMARK DATE: 00/00/0000 COUNTY: CUMBERLAND DATE OF DEATH: 10/29/2003 ;_ 'REMARKS: SEAL CHECK#1251 NO. CD 003484 101 ~ 54, 275.00 REV-1162 EX~11-96) TOTAL AMOUNT PAID: INITIALS: JA RECEIVED BY: 54,275.00 GLENDA EARNER STRASBAUGH REGISTER OF WILLS REGISTER OF WILLS REV-1 $~JO EX + (6-00) Z COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE DEPT. 280601 HARRISBURG, PA 17128-0601 REV-1500 INHERITANCE TAX RETURN RESIDENT DECEDENT DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL) ESTATE OF CALVIN E. KILLINGER · :~:~ ,,- J~[] 1. Original Return U 4. Limited Estate ~0 '-'"mt~ ,,.~o I J'--J 6. Decedent Died Testate (Attach copy of Will) DATE OF DEATH (MM-DD-Year) J DATE OF BIRTH (MM-DD-Year) 10/29/2003 J 09/07/1916 (IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL) OFFICIAL USE ONLY FILE NUMBER 2 1 -0 2 0 5 9 2 COUNTY CODE YEAR NUMBER SOCIAL SECURITY NUMBER 1 8 9-0 9-4 6 8 7 THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS SOCIALSECURITYNUMBER I-- Z MJ O MJ ~Y O Z Z -']9. Litigation Proceeds Received El2. Supplemental Retum E]4a. Future Interest Compromise (date of death after 12-12-82) El7. Decedent Maintained a Living Trust (Attach copy of Trust) E~] 10. Spousal Poverty Credit (dae of dea~ between 12-31-91 a~d 1-1-95) E~3. Remainder Return (date of death prior to 12-13-82) r~5. Federal Estate Tax Return Required m 8. Total Number of Safe Deposit Boxes [] 11. Election to tax under Sec. 9113(A) (Attach Sch O) THIS SECTION MUST BE COMPL~'¥1=D. ALL CORRESPONDENCE ANI CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO: NAME HUBERT X. GILROY~ ESQUIRE FiRM NAME (If Applicable) BROUJOS & GILROY~ P.C. TELEPHONE NUMBER 717-243-4574 COMPLETE MAILING ADDRESS 4 NORTH HANOVER 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) E] 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) 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 (8) (11) (12) (13) 104~187.19 5,105.00 1~946.16 7~051.16 97~ 136.03 (14) 97~136.03 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) 16. Amount of Line 14 taxable at lineal rate 17. Amount of Line 14 taxable at sibling rate 18. Amount of Line 14 taxable at collateral rate 19. Tax Due 20. X ~ (15) 97,136.03 X .045 (16) X .12 (17) X .15 (18) (19) 4~371.12 4~371.12 > > BE SURE TO ANSWER ALL QUESTIONS ON REVERSE SIDE AND RECHECK MATH < < Decedent's Complete Address: STREET ADDRESS 442 Walnut Bottom Road CITY Carlisle I STATE PA I Z~P 17013 Tax Payments and Credits: 1. Tax Due(Page 1 Line 19) 2. Credits/Payments A. Spousal Poverty Credit B. Prior Payments C. Discount 4,275.00 225.00 Total Credits ( A + B + C ) (1) (2) 4~371.12 3. Interest/Penalty if applicable D. Interest E. Penalty Total Interest/Penalty ( B + E ) (3) 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 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. (SA) B. Enter the total of Line 5 + EA. This is the BALANCE DUE. (ED) 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 dght 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 payments, benefits or care? ............................................................. [] [] 2. If death oc~;urred 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. i~aP~tlenna~f~a~U~l~rdtehelanr~h2~l hr~a~ re~a emisen~nta~Se r~etu~r~n~,~u..~.,~a(~:~ P,.~_ ~gk~ules a~ stateo~, nts,.and to the best of my knowledge and helief, t s true correct and complete ,. ,- ~ ~. ~..o,,.~ ,o ~,~.,., ,.,. o,, ,.,u,..u~J, u. w,.c. preparer nas any Knowledge ' ' SIGNATURE OF PERSON RESPONSIBLE FOR FILING RETI~RN ~/..~" -- - J --' - A 4,500.00 128.88 0.00 0.00 SIGNA~REP~i~'~HAN REPRESENTATIVE ADDRESS / , For dates of deati~dn 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% F2 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% F2 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. RE¥-15~8 EX + (1-97) ~ COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY FILE NUMBER ESTATE OF CALVIN E. KILLINGER 21 02 0592 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 2 Cornerstone Federal Credit Union Acct # 75756-01 Cornerstone Federal Credit Union Acct # 75756-07 Cornerstone Federal Credit Union Acct # 75756~10 Cornerstone Federal Credit Union Acct # 75756-18 Miscellaneous personal property VALUE AT DATE DESCRIPTION OF DEATH 29.58 TOTAL (Also enter on line 5, Recapitulation) 2,314.31 83,741.26 18,002.04 100. O0 (If more space is needed, insert additional sheets of the same size) 104,187.10 REV 15;~EX + (1-97) ,~~ COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS FILE NUMBER ESTATE OF CALVIN E. KILLINGER Debts of decedent must be reported on Schedule I. 21 02 0592 ITEM NUMBER 8 9 10 DESCRIPTION FUNERAL EXPENSES: Carlisle Memorial Service ADMINISTRATIVE COSTS: Personal Representative's Commissions Name of Personal Representative (s) Social Secudty Number(s) / EIN Number of Personal Representative(s) Street Address City State Year(s) Commission Paid: Attorney Fees Broujos & Gilroy, P,C, Family Exemption: (If decedenfs address is not the same as claimant's, attach explanation) Claimant Zip Street Address City Relationship of Claimant to Decedent Probate Fees Accountant's Fees Tax Return Preparer's Fees Register of Wills filing Final Inheritance Tax Return Family Settlement Agreement Boyer & Ritter - Final Tax Return State Zip TOTAL (Also enter on line 9, Recapitulation) $ AMOUNT 125.00 4,500.00 248.00 15.00 17.00 200.00 (If more space is needed, insert additional sheets of the same size) 5~ 105.00 REV-1512 EX * (1-97) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF SCHEDULEI DEBTS OF DECEDENT, MORTGAGE LIABILITIES,& LIENS FILE NUMBER ESTATE OF CALVIN E. KILLINGER Include unreimbursed medical expenses. 21 02 0592 ITEM NUMBER 6 DESCRIPTION Thornwald Home Pharmerico Tax Return 2003 - Boyer & Ritter Social Security Refund Pension Refund Tax Return 2002 - Ronald Kolodzi TOTAL (Also enter on line 10, Recapitulation) (If more space is needed, insert additional sheets of the same size) AMOUNT 94.50 44.32 100.00 1,327.00 165.34 215.00 REVd~13 EX +(1-97) ~ COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT NUMBER SCHEDULE J BENEFICIARIES ESTATE OF ESTATE OF CALVIN E. KILLINGER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY TAXABLE DISTRIBUTIONS (include outright spousal distributions) 1. Bruce E. Killinger 47 Country View Estate Newville, PA 17241 2 Fred E. Killinger 13 MeI-Ron Court Carlisle, PA 17013 3 Bonnie Brents 900 Central Parke Circle, Apt. 307 Lakeland, FL 33805 4 Ruth A. Hess 49 Ashbury Drive, Suite 53 Mechanicsburg, PA 17055 5 Linda Bernheisel 1870 Aeronca Street Carlisle, PA 17013 FILE NUMBER 21 02 RELATIONSHIP TO DECEBENT Do Not List Trustee(s) Son Son Daughter Daughter Daughter 0592 AMOUNT ORSHARE OF ESTATE 20% 20% 20% 20% 20% ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 17, AS APPROPRIATE ON REV 1500 COVER SHEET 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 ]! - ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV 1500 COVER SHEET r (If more space is needed, insert additional sheets of the same size) LAST WILL AND TESTAMENT OF CALVIN E. KILLINGER I, CALVIN E. KILLINGER, of Carlisle, Pennsylvania, declare this to be my last will and revoke any will previously made by me. ITEM ONE: I direct that all my debts and funeral expenses, including my gravemarker shall be paid fi.om my residuary estate as soon as practicable after my decease as a part of the expense of the administration of my estate. ITEM TWO: I give, devise and bequeath my automobile which I may own at the time of my death to my wife, Grace E. Killinger, provided she shall survive me by a period of ninety (90) days. ITEM THREE: I give and bequeath my three (3) fire arms, the same being a ~:~2 Calibre Rifle, a 20 gauge Ithaca pump action Shot Gun, and a 30-30 Winchester Lever action Rifle, as follows: each son shall receive one of said fire arms, the selection to be made by drawing lots, with each son to draw in the order of age beginning with the oldest. ITEM FOUR: I give, devise and bequeath to my wife, Grace E. Killinger, for and during the term of her natural life, provided she shall survive me by a period of Ninety (90) days, my house and lot of ground situate in South Middleton Township, Cumberland County, Pennsylvania, known as 13 Otto Avenue together with the use of any furnishings and maintenance equipment located in or about the premises which belong to me, (most of the household goods and furnishings are the sole and separate property of Grace E. Killinger), and upon the death of Grace E. Killinger the same shall be disposed of in accordance with Paragraph No. 5 hereinafter set forth. The said life tenant shall be responsible for paying all real estate taxes and municipal assessments thereon, carrying adequate fire and liability insurance and keeping said premises and the improvements thereon erected in good repair. Upon written request of the life tenant to my Executors for sale of said house and lot of ground at 13 Otto Avenue, the same shall be sold in accordance with her instructions and the net proceeds of sale shall be held in Trust by my hereinafter named Executors and the income arising therefi.om shall be paid in regular intervals to the life tenant so long as she shall live, and at her death the principal thereof shall be distributed pursuant to Paragraph 5 below. ITEM FIVE: All the rest, residue and remainder of my estate shall be distributed equally between my five (5) children, share and share alike, per capita, such that the share of any child of mine that predeceases me shall be distributed equally to all of my children alive at the time of my death. At the present time I am the father of the following Five children: Fred Killinger, Ruth Hess, Bruce Killinger, Linda Sue Bemheisel, and Bonnie K. Gsell. PAGE ONE OF THREE PAGES ITEM SIX: I appoint Farmers Trust Company, Executor, of this my last will. ITEM SEVEN: In addition to the fights and powers given to the fiduciaries by law or elsewhere in this will, I give to my Executor during the full time necessary and for the administration of my estate the following fights and powers to be exercised in his sole discretion. A. To retain any real or personal property which may at any time form a part of my estate so long as he or she deems it advisable. B. To invest in any real or personal property without restrictions to legal investments. C. to repair, alter, improve or lease for any period of time any real or personal property and to give options for leases. D. To sell at public or private sale, for cash or credit, with or without security, to exchange or to partition real or personal property, and to give options for leases. E. To make distribution in kind. F. To compromise claims. IN ~I~S WHEREOF, I have hereunto set my hand this ~ day of ,2000. The preceding instrtunent, consisting of this and two other typewritten pages each identified by the signature of the Testator was on the day and date thereof signed, published and declared by the Testator therein named as and for his last will, in the presence of us, who at his request, in his presence and in the presence of each other have subscribed our names. /Q PAGE TWO OF THREE PAGES COMMONWEALTH OF PENNSYLVANIA - · SS COUNTY OF CUMBERLAND · wim~.se~ .wh,'ose naines are signed .~ the attached or foregoing insmahent being duly qualified accoraing to law, do depose and say that we were present and saw the Testator sign and execute the instrument as his last will; that he signed willingly and executed it 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; and that to the best of our knowledge, the Testator was at the time 18 or more years of age, of sound mind and under no constraint or undue_influence. ~ ~q Sworn and subscribed to before me this~° day of ,20oo Notarial Seal Bridget Ann Corcoran, Notary Public Carlisle Borg, CumbedandCounty My Commission Expires June 10. 2002 Notary Public COMMONWEALTH OF PENNSYLVANIA · · SS COUNTY OF CUMBERLAND · I, Calvin E. Killinger, whose name is signed to the attached instrument, having been duly qualified according to law, do hereby acknowledge that I signed and executed the instrument as my last will; that I signed it as my free and voluntary act for the purposes therein expressed. CALVIN E. Swom and affirmed to and acknowledged before me this r~ it day of 0 7, o"> ,2ooo - - r_ ' Notary-p~blic - Bridget Ann~°ot~cr~rlaSny~lotary Public { PAGE THREE OF THREE PAGES .. C~arlisle Boro. CumberlandOounty my L;ommiss . :, Expires June 10, 2002 I BUREAU OF ZNDZVZDUAL TAXES INHERITANCE TAX DIYTSTON DEPT. Z80601 HARRISBURG, PA 17128-0601 HUBERT X GILROY ESQ BROUJOS & GILROY 4 N HANOVER ST CARLISLE CUT ALONG THIS LINE COHHONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE NOTICE OF INHERITANCE TAX APPRAZSEHENT, ALLO#ANCE OR DISALLO#ANCE OF DEDUCTIONS AND ASSESSHENT OF TAX U/.~ ddL ,=. PA 1701~:~ , DATE ESTATE OF DATE OF DEATH FILE NUMBER ;~0UNTY ACN RE¥-IS~? EX AFP (01-03) 07-05-2004 KILLINGER 10-29-2:005 21 02-0"592 CUMBERLAND 101 Amoun~ Rem~ed CALVIN E HAKE CHECK PAYABLE AND REMIT PAYHENT TO: REGISTER OF WILLS CUHBERLAND CO COURT HOUSE CARLISLE, PA 17015 RETAZN LOWER PORTION FOR YOUR RECORDS ~ REV-1547 EX AFP (01-03) NOTICE OF INHERITANCE TAX APPRAZSEHENT, ALLON~[-~-~ ................. DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF KILLINGER CALVIN E FILE NO. 21 02-0592 ACN 101 DATE 07-05-200~ TAX RETURN HAS: (X) ACCEPTED AS FILED RESERVATION CONCERNING FUTURE INTEREST - SEE REVERS; ( ) CHANGED APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. Real Es~a~e (Schedule A) (1) .OiO 2. S~ocks and Bonds (Schedule B) (2) .OjO 3. Closely Held S~ock/Par~nership In~eres~ (Schedule C) (3) .0~ q. Nor~gages/No~es Receivable (Schedule D) (q) .0~ E. Cash/Bank Deposits/Misc. Personal Proper~y (Schedule E) ($) 1041187.I9 6. Jointly Owned Proper~y (Schedule F} (6) .00 7. Transfers (Schedule G) (7) .00 8. To~a! Asse~s (8) APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expenses/Adm. Costs/Misc. Expanses (Schedule H) (9} 5,105.00 10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 1~946.15 11. Tote1 Deductions (111 7.fl51.1~ 12. Ne* Value of Tax Re*urn (121 97,136.03 IS. Chari~able/8overneen~al Bequests; Non-elected 9115 Trusts (Schedule J) (~3) .00 1~. Ne* Value of Es*e*e Subjec~ ~o Tax (Iff) 97,156.05 NOTE: If'an assess;ant ,as issued previously, lines 14, 15 and/or 16, 17, 18 and 19 #ill reflect figures that lnclude the total of ALL returns assessed to date. .00 4,$71.12 ASSESSHENT OF TAX: 15. Amoun'l: of L/ne 1~ a~ Spousal ra~e 16. Amount of L/ne lq ~axable a~ Lineal/Class A ra*a 17. Amoun~ of L/ne lfi a~ Sibling re~e 18. Amoun~ of L/ne 1~ *axable a* Collateral/Class B ra*a 19. Prlncipal Tax Due TAX CREDITS: ~ PAYMENT / RECEI'pT DATE NUHBER 01-27-2004 CD005484 DISCOUNT INTEREST/PEN PAID (-) 218.56 (15) .00 X O0 = (16) 97,136.0:3 x 045= (17) . O0 x 12 = (~8) .00 x 15 = (19)= NOTE: To insure proper credi~ ~o your account, submi~ ~he upper por~ion of ~his form wi~h your ~ax payment. ANOUNT PAID 4,275.00 ZF PAID AFTER DATE INDICATED, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. TOTAL TAX CREDIT BALANCE OF TAX DUE INTEREST AND PEN. 10~,187.19 TOTAL DUE ( ZF TOTAL DUE IS LESS THAN $1, NO PAYMENT ZS REQUZRED. ZF TOTAL DUE ZS REFLECTED AS A "CREDZT" (CR), YOU NAY BE DUE~ A REFUND. SEE REVERSE SIDE OF TNZS FORM FOR ZNSTRUCTZONS.) .56 122.44CR oo 12Z.44CR .00 .00 4, :371.12 Cumberland County - Register Of Wills One Courthouse Square Carlisle, PA 17013 Phone: (717) 240-6345 Date: 9/15/2005 GILROY HUBERT X 4 N HANOVER STREET CARLISLE, PA 17013 RE: Estate of KILLINGER CALVIN File Number: 2002-00592 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 is due by: 10/29/2005 Your prompt attention to this matter will be appreciated. Thank You. Sincerely, ~~~ GLENDA FARNER STP~SBAUGH REGISTER OF WILLS cc: File Personal Representative(s) Judge l- \r' , of CA- ( V ,-'A- ____ ~:~ rJ L' A.. 7- ~~__.~__~_... 10- ~ ~- 0 '"3> .__.~~.^~'^W^,.'~_"""_>"_',_,~~__""""^"^...,..~m^_~,,,,,,,,,,,,,,__""".,~ I - D;J -6 S-f;Z Estate l~o>~ Pursuant to Rule 6.12 the the Court 1 Court to estate: J. ~~:~er estate is ! answer is No, state \\'hen the personal will be that 3. If answ-er to No. J IS state (4.. ace-oun: with the b. The account the c. P-'-O""~,"jl", ,"";;,"'l't"f'l'\'j' rt"'t'" a.' '1 a""','u"t v.t,>.,l."-l<'-,,,-,,' y.1V....""..,+Ui.. \"-,;J,,..(J. ."",. - ... .""'......-\), ><i.>.c i No rn 10 the c. Date: I fJ-l-os-- r- V? c- , ,- c"-. \ ;-:-- c::, , ,. L..~ , ~(Q)~W ESTATE OF CALVIN E. KILLINGER ESTATE SETTLEMENT AGREEMENT This Agreement made this -<1ft day of Od&~ , 2004, between Bruce E. Killinger and Fred E. Killinger, Executors of the Estate of Calvin E. Killinger, and Bruce E. Killinger, Fred E. Killinger, Bonnie Brents, Ruth A. Hess and Linda Bernheisel, all in their individual capacities (and all individuals herein after collectively referred to as the "Beneficiaries"). WITNESSETH WHEREAS, Calvin E. Killinger (Decedent) died on October 29,2003; and WHEREAS, pursuant to the Will of the Decedent dated October 20, 2000, Fred E. Killinger and Bruce E. Killinger were appointed as Executors of the Decedent's Estate by the Cumberland County Register of Wills by appropriate action of the Register of Wills on January 22,2004 and docketed at No. 21-02-0592; and WHEREAS, the Executors have truly and appropriately administered the Estate of the Decedent; and WHEREAS, the Executors have filed a Pennsylvania Inheritance Tax Return with the Pennsylvania Department of Revenue, said Return being attached hereto and marked Exhibit "A", said Return including as attached to it a copy of the above mentioned Will of the Decedent; and WHEREAS, the Executors have accomplished the payment of all inheritance taxes owing on the Estate of the Decedent and have accomplished the payment of all obligations owing on the Decedent's Estate except for miscellaneous obligations as set forth below; and WHEREAS, excluding miscellaneous personal property, the Executors received $104,087.19 as assets of the Decedent which were available to distribute and pay bills; and WHEREAS, the Executors have paid various bills on behalf of the Estate including the bills listed on schedule 1 of the Inheritance Tax Return, and an additional $125.00 to Carlisle Memorial Service and $4,275.00 to the Cumberland County Register of Wills as payment on Inheritance Tax; and WHEREAS, the Executors have made an advancement in the total amount of $50,000 which represented a $10,000 advancement of distribution to each Beneficiary; and l..& , WHEREAS, the named Beneficiaries are all the surviving children of the Decedent and are the Beneficiaries of the Decedent's Estate pursuant to the mentioned Will; and WHEREAS, the Executors have also made arrangements for the filing of a 2003 Income Tax Return on behalf of the Decedent and are prepared as set forth below to make arrangements for the filing of a 2004 and final tax return on the Decedent's Estate; and WHEREAS, subject to minor adjustment for interest that may have accrued, there is a balance in the Decedent's Estate of $48,985.88; and WHEREAS, the Executors have provided an opportunity to all Beneficiaries to examine all records of the Decedent in the possession of the Executors and to examine all records of the Estate; and WHEREAS, the Executors are prepared to achieve the final distribution of the Decedent's Estate subject to the reserve as set forth below; and WHEREAS, the Executors and all Beneficiaries desire that the administration of the Estate of Calvin E. Killinger be terminated without the expense and delay of a court accounting and the parties are willing to enter into this Estate Settlement Agreement in order to expedite the conclusion of the Estate; and WHEREAS, the parties agree that an adjustment needs to be made on any final distribution to Bonnie Brents whereby Bruce E. Killinger will receive $510.00 and Linda Bernheisel shall receive $1,079.00 of the final distribution going to Bonnie Brents; and WHEREAS, the Law Firm of Broujos & Gilroy, P.C. has advanced $313.00 on behalf of the Estate which represents $248.00 filing fee with the Register of Wills, $15.00 filing fee for the Inheritance Tax Return, $35.00 to the Register of Wills for an additional probate fee and an additional $15.00 for the filing of this Estate Settlement Agreement; and WHEREAS, attorneys fees are owing to the firm of Broujos & Gilroy, P.C. for the handling of the administration of the Decedent's Estate in the amount of $3,000 (said fee being a reduction from the $4,500 fee as set forth in the Inheritance Tax Return); and WHEREAS, the parties desire to proceed with concluding the Estate of Calvin E. Killinger as set forth herein. , NOW THEREFORE, the parties in consideration of their mutual covenants herein expressed and intending to be legally bound hereby, agree as follows: 1 The above named Beneficiaries hereby waive the filing of a Formal Accounting and Schedule of Distribution in the Estate of Calvin E. Killinger. 2 Upon receipt by the Beneficiaries of any payment from the Estate of the Decedent, all beneficiaries agree to refund to the Estate of Calving E. Killinger any portion of any distribution made to them and to which they are not properly entitled and to the extent of said distribution to indemnify the Estate of Calvin E. Killinger from any claims and to reimburse the Estate for any expenses and cost in connection with such claims. 3 The Beneficiaries acknowledge that they have been provided with an opportunity to examine all paper work and accounting of all expenses and revenues with the ---- - __________u, ..__~___.___,__. ~__ respect to the Estate of Calvin E. Killinger. 4 With the Agreement of all parties to this Estate Settlement Agreement, the parties acknowledge that the Executors shall proceed with making rmal payment to the firm of Broujos & Gilroy, P.C. in connection with their handling of the legal matters pertaining to the Estate of Decedent, said payment to be fees owing in the amount of $3,000 and costs advanced owing in the amount of $313.00. 5 The parties acknowledge that a Final Income Tax Return for the Estate of the Decedent will need to be filed and it is the intention of the Executors to reserve the sum of approximately $1,672.88 from any estate distribution at this time for the payment of income taxes owing and costs associated with the necessary preparation of a Federal and State Income Tax Return and additional costs that may be owing on the Estate, if any. 6 With the reserve for additional costs as set forth in paragraphs 4 and 5 above, the parties acknowledge that there is $44,000 to be distributed at this time. , 7 The parties agree that an equal distribution of $44,000 to all beneficiaries at this time would result in a payment to all beneficiaries in the amount of $8,800. It is noted, however, that deductions must be made from any distribution to Bonnie in accordance with the terms set forth above whereby Bruce will receive $510.00 of Bonnie's distribution and Linda will receive $1,079 of Bonnie's distribution. Accordingly, the parties agree with the signing of this agreement that the Executor shall distribute the following sums to the following named Beneficiaries: Fred E. Killinger Bruce E. Killinger Ruth A. Hess Linda Bernheisel Bonnie Brents $ 8,800.00 $ 9,310.00 $ 8,800.00 $ 9,879.00 $ 7,211.00 8 The parties agree that the Executors shall hold the remaining monies in the Estate of the Decedent for payment of income tax as set forth above. Upon the final payment of all income tax owing and all accounting bills owing in connection with the filing of income tax returns, the parties agree that the Executors shall distribute all remaining assets in 5 equal shares among the Beneficiaries. 9 The parties forever release, compromise, settle and discharge any and all claims, demands, actions or causes of action, legal or equitable, absolute or contingent, which any of them may have against any other party hereto or against any other party hereto or against the Estate of Calvin E. Killinger or against the Executors, by reason of any matter, cause or thing growing out of or relating to any property or assets of said Estate, or growing out of or relating to any act of the Executors in their administration of the Estate. This Release shall release the Executors from all liabilities, whether due to their negligence or otherwise, which they may have by reason of their administration of the Estate. This Release shall not release the Executors from any claims relating to fraud or claims relating to any willful action on behalf of the Executors in failing to disclose or account for assets of the Estate which the Executors may have received. Furthermore, this Release shall not be binding until signing of this Agreement by the Executors and all named Beneficiaries. 10 The parties acknowledge that they may present this Agreement to their own private counsel for legal advice if such parties desire such individual legal advice. -:. 11 The parties agree that this instrument shall be binding upon themselves, their successors, assigns and personal representatives. IN WITNESS WHEREOF, the parties have hereunto set their hand and seal the date and year first above written. ESTATE OF CALVIN E. KILLINGER By: ~q ~ ~~/;;~pJ Fred E. Killinger '" I ~~~~~ Bonnie Brents ~ t(. W~ Rut A. Hess JOHN H. BROUJOS HUBERT X. GILROY BROUJOS & GILROY, P.c. ATTORNEYS AT LAW 4 NORTH HANOVER STREET CARLISLE, PENNSYLVANIA 17013 TELEPHONE: (717) 243-4574 FACSIMILE: (717) 243-8227 jbroujos@broujosgilroy.com hgilroy@broujosgilroy.com October 5, 2005 NON-ToLL FOR HARRISBURG AREA 717-766-1690 Ms. Glenda Farner Strasbaugh Cumberland County Register of Wills One Courthouse Square Carlisle, P A 17013 Re: Estate of Calvin E. Killinger No. 21-02-0592 Dear Glenda: Enclosed is a Status Report in the above referenced matter, along with a ~ of the Estate's Settlement Agreement. This Estate is now closed. Sincerely yours, h\. )( ~ Hub~ X. Gilro~ Pn Enclosures ~c('''r,f",-r. C,CCW': BUREAU OF INDIVI.,um)SAMW _!~\ .I,~:~ (' INHERITANCE TAX DIYISIIJth~\~"-;- ~l . ' ',','. PO BOX 280601 ,'...... : I' . HARRISBURG PA 17128-0601 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE INHERITANCE TAX STATEMENT OF ACCOUNT *' REY-1607 EX AFP (03-05) ZOJS 28 Pi'l 3: 01 DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY ACN 10-31-2005 KILLINGER 10-29-2003 21 02-0592 CUMBERLAND 101 CALVIN E HUBERT ~1.GtLROY ESQ BROUJOS & GILROY 4 N HANOVER ST CARLISLE PA 17013 Allount Rellitted MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE. PA 17013 NOTE: To insure proper credit to your account. subllit the upper portion of this forll with your tax paYllent. CUT ALONG THIS LINE -+ RETAIN LOWER PORTION FOR YOUR RECORDS +- REV-1607 EX AFP (03-05) ~~~ INHERITANCE TAX STATEMENT OF ACCOUNT ... ESTATE OF KILLINGER CALVIN E FILE NO.21 02-0592 ACN 101 DATE 10-31-2005 THIS STATEHENT IS PROVIDED TO ADVISE OF THE CURRENT STATUS OF THE STATED ACN IN THE NAHED ESTATE. SHOWN BELOW IS A SUHHARY OF THE PRINCIPAL TAX DUE. APPLICATION OF ALL PAYHENTS. THE CURRENT BALANCE. AND. IF APPLICABLE. A PROJECTED INTEREST FIGURE. DATE OF LAST ASSESSMENT OR RECORD ADJUSTMENT: 06-28-2004 PRINCIPAL TAX DUE: 4.371.12 PAYMENTS (TAX CREDITS): PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID DATE NUMBER INTEREST/PEN PAID (-) 01-27-2004 CD003484 218.56 4.275.00 10-14-2005 REFUND .00 122.44- TOTAL TAX CREDIT 4.371.12 BALANCE OF TAX DUE .00 INTEREST AND PEN. .00 . IF PAID AFTER THIS DATE. SEE REVERSE TOTAL DUE .00 SIDE FOR CALCULATION OF ADDITIONAL INTEREST. ( IF TOTAL DUE IS LESS THAN $1. NO PAYMENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CRJ. YOU HAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTIONS. J CV'f\'