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Home My WebLink About04-0538 PETITION FOR PROBATE and GRANT OF LETTERS Estate of HELEN L. SHANK No. /-- - - also known as To: Register of Wills for Cumberland County, , Deceased. Pennsylvania Social Security No. 161-32-7497 The Petition of the undersigned respectfully represents that: Your Petitioners, who are 18 years of age or older and the Executors named in the Last Will and Testament of the above decedent, dated December 12, 2003. Decedent was domiciled at death in Cumberland County, Pennsylvania, with her principal residence at 38 Strawberry Court, Carlisle Borough, Carlisle, Cumberland County, Pennsylvania. Decedent, then 81 years of age, died May 23, 2004, at Harrisburg Hospital, Harrisburg, Dauphin 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: N/A. Decedent at death owned property with estimated values as follows: $ (If domiciled in Pa.) All personal property $ 18,490.00 (If not domiciled in Pa.) Personal property in Pennsylvania $ (If not domiciled in Pa.) Personal property in County $ Value of real estate in Pennsylvania $ 126,810.00 situated as follows: 38 Strawberry Court, Carlisle, Pennsylvania Total $ 145,300.00 WHEREFORE, Petitioners respectfully req~S2~~e 9fthe Last Will and Testament presented herewitJ~nd the grant ofl, gttg. l;S TESTAMENTARY thereon..~' ~ /Je ffr~/l~'~ hank/ ' c- 1021 Enola Road ( _..,HIZ1, ;B~Sx 890 ! Carlisle, Pennsylvania 17013 ---Tannersville, Pennsylvania 18372 OATH OF PERSONAL REPRESENTATIVE COMMONWEALTH OF PENNSYLVANIA ) '5 : 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 bove we , and ,y dmin sterth tEb . Sworn to or affirmed and subscribed ~,~ ..be.~ore me this ~:7'7~/day of ~ ~ ~.~hank ./.--~ '-- ~'~ .~l~egist~r - '~-"-~ ~ /feffr~{/l~.Sha/~k Estate of Helen L. Shank, Deceased DECREE OF PROBATE AND GRANT OF LETTERS AND NOW ,J"t, kM E: ~ ., 2004, in consideration of~he petition on the reverse side hereof, satisfactory proof having been presented before me, IT IS DECREED that the instrument(s) dated November 1, 1993 described therein be admitted to probate and filed of record as the last will of HELEN L. SHANK; and Letters Testamentary are hereby granted to Gregory D. Shank and Jeffrey D. Shank. Probate, Letters, Etc ............ $ Short Certificate(s)_. ............ $ I g, 0 0 Sea'-"'fi M. Shultz, Esquir3 ( ~ ..~.2.~..~3..b... ...... $ Z~, 0 ~ Attorney I.D. No. 90946 ,~]'CIo $ i 0, 0 0 19 Brookwood Avenue, Suite 106 TOTAL $ 7__~'~.{)19 Carlisle, Pennsylvania 17103-9142 Filed ............................................................ (717) 249-5373 F:\User Folderhnirm Docs\Estates~3 618-1 pet Itrs. wpd ~ CC This is to certify that the information here given is correctly copied from an original certiFica[e Local Registrar. The original certificate will be forwarded to the State Vital Records Office for ~ WARNING: It is illegal to duplicate this copy by photostat or photo]raph. [~ Lo:al No. ~ Date H1~.14~ Rev. COMMONWEALTH OF PENNSYLVANIA · DEPARTMENT OF HEALTH · VITAL RECORDS ~ CERTIFICATE OF DEATH NA~E OF [~=cI~r~NT (Fi~k Ml~$e, LaM) IITATE ~ ~ ~Cm~K~K~ ,. Helen L. Shank ~-male I~ 161 -- 32 - 7497 · GE (LIs! ~mL~) I UN~R t Ha~sbu~ I ~isbu~ Hospital [~ ~-~,y...~ / ~"0 ~ I ~--~ , ~' ' D~C~ ' ~1~ ---~ ff~, S~. Zip ~) ~NtS J 14. ~{ ~ ',* ~ - ~// UI.~ ~=" ~ ~ I'* ~rlisle PA ~ ~ E~ ~E~:~ ~~ LICE~E ~MBER ~/ I /-WF~_ / /J~~ ~. OlO~3-L NAME~D~FACIUW Hoff~n-Ro~ ~eral ~m~)~ ,. ~ : ..................................... ~ ,,~ ~0 ~z, LAST WILL AND TESTAMENT OF HELEN L. SHANK I, HELEN L. SHANK, of 3 8 Strawberry Court, Carlisle, Cumberland County, Pennsylvania, being of sound and disposing mind, memory and understanding, do make, publish and declare this to be my Last Will and Testament, hereby revoking and making void all previous Wills and Codicils heretofore made by me. 1 I order and direct my personal representative hereinafter named to pay all of my just debts, funeral expenses and expenses involved or connected with the administration of my estate as soon after my death as is reasonably possible. However, my personal representative need not accelerate and pay those unmatured obligations which, in his, her or its opinion, it might be proper and more advantageous to retain or renew and pay as they become due and payable. IfI do not own a burial plot or a grave marker at the time of my death, I authorize my personal representative, in his, her or its sole discretion, to purchase a burial plot and to erect a suitable grave marker at my grave, and to expend sums from my estate for this purpose. 2 I give, devise and bequeath the rest, residue and remainder of my estate, together with all insurance proceeds thereon of whatever nature and wheresoever situate as follows: a. One Thousand ($1,000.00) Dollars to the CENTERVILLE LUTHERAN CHURCH, of 1874 Walnut Bottom Road, Newville, Cumberland County, Pennsylvania; Page 1 of 8 LAST WILL AND TESTAMENT OF HELEN L. SHANK b. I give, devise and bequeath the rest, residue and remainder of my estate together with all insurance proceeds thereon of whatsoever nature and wheresoever situate in equal shares to my sons, if they survive me by sixty (60) days. In the event that my son, JEFFREY D. SHANK, of HC 1, Box 890, Tannersville, Pennsylvania, does not survive me by sixty (60) days, the full share shall go to my son, GREGORY D. SHANK, of 1021 Enola Road, Carlisle, Pennsylvania. In the event that my son, GREGORY D. SHANK, does not survive me by sixty (60) days, his share shall go to his daughters KIMBERLY R. BECKERLEGG of 22 Orange Street, Carlisle, Pennsylvania, and JAMEY L. KELLEY of 2165 Newville Road, Carlisle, Pennsylvania. If both of my sons do not survive me by sixty (60) days, I give, devise and bequeath the rest, residue and remainder of my estate together with all insurance proceeds thereon of whatsoever nature and wheresoever situate in equal shares to the aforesaid KIMBERLY R. BECKERLEGG and JAMEY L. KELLEY, per stirpes, if they survive me by sixty (60) days. It is further my desire that my personal representative, after consultation with any heir or heirs of mine who survive me, and in his, her or its own discretion, choose such articles from my tangible personal property (exclusive of cash, stock certificates, bonds, and all other tangible evidences of intangible personal property) as he, she or it believes will be useful to such heir or heirs or desirable for him or her or them to have, either from a sentimental point of view or otherwise, and to deliver such articles to such heir or heirs or among such heirs in equal or unequal shares as determined by the further exercise of his, her or its discretion, provided no other heir objects to the distribution. All tangible personal property not so distributed is to be sold, either publicly or privately, by my personal representative, adding the proceeds of such sale or sales to my residuary estate and to be disposed of in equal shares among my residual beneficiaries after payment of my estate debts, taking into account the tangible personal property otherwise provided to them. 3 Page 2 of 8 LAST WILL AND TESTAMENT OF HELEN L. SHANK I grant my personal representative the following powers in addition to and not in limitation of such powers as my personal representative shall hold by law: (a) To retain all property received including the stock of any corporate fiduciary acting hereunder, provided such property remains productive. (b) To join in any corporation, partnership, recapitalization, merger, reorganization or voting trust plan; to delegate authority with respect thereto; to deposit investments under agreements and pay assessments; and generally to exercise all rights of investors, including but not limited to, the voting of shares. (c) To manage, operate, repair, improve, mortgage or lease on any terms any real estate held or owned by my estate. (d)To operate any business that I may own at my death. (e) To invest any funds of my estate in any stocks, bonds, notes or other securities or property, real or personal, without regard to the principle of diversification or any other statute or general rule of law in his, her or its absolute discretion, it being my intention to give my personal representative the broadest investment powers possible, providing such investments do not unnecessarily prevent the prompt settlement of my estate. (f) To sell or otherwise dispose of any property, real or personal, tangible or intangible, at any time forming a part of my estate in any manner and on such terms and conditions as my personal representative shall see fit in his, her, or its absolute discretion. (g) To borrow money for the payment of taxes or for any other proper purposes in the administration of my estate, and to mortgage or pledge estate assets as security. (h) To compromise claims without court approval including, but not limited to, any controversies with the United States of America or the Commonwealth of Page 3 of 8 LAST WILL AND TESTAMENT OF HELEN L. SHANK Pennsylvania concerning estate and inheritance taxes on any interests that may pass under this my Last Will and Testament. (i) To distribute in cash or in kind upon any division or distribution of my estate. (j) To undertake any and all acts deemed necessary and proper by my personal representative for the proper, advantageous and prompt management of the settlement of my estate. (k) In general, to exercise all powers in the management of my estate, which any individual could exercise in the management of similar property owned in his own right, upon such terms and conditions as to him, her or it may seem best and to execute and deliver all instruments and to do all acts which he, she or it deems necessary or proper to carry out the purposes of this, my Last Will and Testament. 4 No interest of any beneficiary of my estate, either in income or in principal, shall be subject to anticipation or pledge, assignment, sale or transfer in any manner, nor shall any beneficiary have the power in any manner to charge or encumber his interest either in income or principal, nor shall the interest of any beneficiary be liable or subject in any manner while in the possession of my personal representative for the liability of such beneficiary. 5 I nominate, constitute and appoint my sons, JEFFREY D. SHANK and GREGORY D. SHANK, as Co-Executors of this my Last Will and Testament. I direct that my personal representative shall not be required to give or post bond for the faithful performance of his, her or its duties in this or any other jurisdiction. Page 4 of 8 LAST WILL AND TESTAMENT OF HELEN L. SHANK I hereby declare it to be my express desire that my personal representative employ Michael J. Hanft, Esquire, of the law firm of Hanft & Knight, P.C., of Cumberland County, Pennsylvania, for legal advice and assistance regarding this my Last Will and Testament, they having considerable knowledge of my affairs, views and wishes respecting any matters that may arise at the probate of this instrument, the administration of my estate, and the execution of the powers herein mentioned. Any mention ofHanfl & Knight, P.C. in this my Last Will and Testament, is my free and voluntary act and through no influence by any person. Page 5 of 8 LAST WILL AND TESTAMENT OF HELEN L. SHANK IN WITNESS WHEREOF, I have hereunto set my hand to this my Last Will and Testament this I~-~ dayofDecember, 2003. WITNESS: Helen L. Shank Page 6 of 8 LAST WILL AND TESTAMENT OF HELEN L. SHANK ACKNOWLEDGMENT COMMONWEALTH OF PENNSYLVANIA · · SS. COUNTY OF CUMBERLAND · I, Helen L. Shank, the Testatrix whose name is signed to the attached or foregoing instrument, having been duly qualified according to law, do hereby acknowledge that I signed and executed the instrument as my Last Will and Testament; that I signed it willingly, and that I signed it as my free and voluntary act for the purposes therein expressed. Helen L. Shank Sworn or affirmed and acknowledged before me by Helen L. Shank, the Testatrix, this day of December, 2003. ,SOUfll Middleton Twp., Cumberlend Cou~ Msmber P8nn~';~V~l~;~ .~..q$o(-.~8,1 (*.~r N~I'~$ Page 7 of 8 LAST WILL AND TESTAMENT OF HELEN L. SHANK AFFIDAVIT COMMONWEALTH OF PENNSYLVANIA : : SS. COUNTY OF CUMBERLAND : WE, ~ va J4. ,-~ O {~-Z- and ~r~_~/~~ L./t~ff~,ff~ ,the witnesses whose names are attached to the foregoing document, being duly qualified according to law, do depose and say that we were present and saw Helen L. Shank sign and execute the instrument as her Last Will and Testament; that she signed willingly and that she executed it as her free and voluntary act for the purposes therein expressed; that each subscribing witness in the hearing and sight of the Testatrix signed the Last Will and Testament as witnesses and that to the best of our knowledge the Testatrix was at the time 18 or more years of age, of sound mind and under no constraint or undue influence. Sworn or affirmed and subscribed before me by ~_..~ fi/~. ~O t~/-, and r~'-~,~ L. t~'~f~ this}~--4fiC~dayofDecember, 2003. South Middleton Twp., Cumbedand County Member ~,r,r~.,~ni-~ A.~.~r'x'.'~tion Qf No~ades F:\User Folder\Firm Docs\Wills~3383-1 his.will wpd Page 8 of 8 F:\User Folder~Firm DocskEstates~3 618- I certification.wpd CERTIFICATION OF NOTICE UNDER RULE 5.6(a) Name of Decedent: HELEN L. SHANK Date of Death: May 23, 2004 Will No. 2004-0538 To the Register: I certify that notice of beneficial interest 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 June 2004. --., Name Address Centerville Lutheran Church 1874 Walnut Bottom Road, Newville, Pennsylvania 17241 Gregory D. Shank 1021 Enola Road, Carlisle, Pennsylvania 17013 Jeffrey D. Shank HC 1, Box 890, Tannersville, Pennsylvania 18372 Notice has not been given to all persons entitled thereto under Rule 5.6(a) except: N/A HANFT & KNIGHT, P.C/ Date: June 19/ , 2004 Q an M. Shultz, Esquire Attorney I.D. No. 90946 19 Brookwood Avenue, Suite~l-0~ Carlisle, Pennsylvania 17013-9142 Telephone (717) 249-5373 Capacity: Counsel forpersonal representatives COMMONWEALTH OF PENNSYLVANIA REV 1162 EX(11 96) DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT 280601 HARRISBURG, PA 17128 0601 PENNSYLVANIA RECEIVED FROM~ INHERITANCE AND F~TATE TAX OFFICIAL RECEIPT NO. CD 0O4298 SHANK GREGORY D 1021 ENOLA ROAD CARLISLE, PA 17013 ACN ASSESSMENT AMOUNT CONTROL NUMBER fold 101 $6,200.00 ESTATE INFORMATION: SSN: 161327497 FILE NUMBER: 2104 0538 DECEDENT NAME: SHANK HELEN L DATE OF PAYMENT: 08/23/2004 POSTMARK DATE: 08/23/2004 COUNTY: CUM BERLAN D )ATE OF DEATH: 05/23/2004 TOTAL AMOUNT PAID: $6,200.00 REMARKS: G D SHANK CHECK// 116 INITIALS: VZ SEAL RECEIVED BY: GLENDA FARNER STRASBAUGH REGISTER OF WILLS REGISTER OF WILLS " ,., ,., """Ill , , , <b'pS~~ .... '!;" i ~~ -"'~",' , ;0 .(U; ",,',___&ZV ~ ~ _ .... _'1'llItt"(BOW~,$ '. . g;O~~40_;C, ~J~~:~~4.~ . MAiLED FRO)ll Z,~ COLE, l' ,; 27 P~~~) ClC;::;( !'F ,-,..\ v OROH':':''-: ,'r,rrnT . Ii ir\,"j '..' IJ'._.,'."JII C'!"'P" ",-, , F' " ',1".,.._,.." ",',""" ,1 , ''''''First Class Mail ~ Rt~jSft( o~ Wn~Sl e~}cuvI e~ f,{,tt,~ t ~ D uti- ~o lA-Sl Sq "lye., C(vrl~le~ ~~ )"1013 lr..... . ' '.'., . ,.. '. .' . . . .' '. .. '.' .,. . . .... ,', .. ,.~' II.Fi.'5OCIU.IHlOl '* REV -1500 INHERITANCE TAX RETURN RESIDENT DECEDENT FILE NUMBER 21 COUNTY CODE 04 YEAR 0538 NUMBER COMMONWEAL1'}I OF PENNSYLVANIA DEPARTMENT OF REVENUE OEPT.280601 HARRISBURG. PA 17128-0601 O;:"C',A.L USE U,<_v 161-32-7497 ~ Z W o w u w o I DECEDENTS NAME (LAST, FIRST, AND MIDDLE INITIAL) ! Shank, Helen L. I DATE OF DEATH (MM-DD-YEAR) DATE OF BIRTH (MM-DO-YEAR) If' OS/23/2004 10/07/1923 (IF APPLICABLE) SURVIVING SPOUSE'S NAME ( LAST, FIRST AND MIDDLE INITIAL) I ~ ,. 0';9;nol Relum I 0 4. Limited Estate : ~ 6 D 9. SOCIAL SECURITY NUMBER 4a. Future Interest Compromise (date of death after 12-12-82) 7. Decedent Maintained a Living Trust (Attach copy of Trusl) 10. Spousal Poverty Credit (date of death between 12-31-91aa,d1-1-951- THIS SECTION MUST BE COMPLETED.ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO: NAME COMPLETE MAILING ADDRESS I Sean M. Shultz, Esquire IRM NAME (If applicable) Knight & Associates, P.C. ~ELEPHONE NUMBER I 717/249-5373 -r-'-;~:~-I"~~~~:~~chedule A) I I I o 2. Supplemental Return D D D w ~ :.:::~I/l u"'~ w"g ::C~.J U..W .. C Decedent Died Testate (AlIach copy of Will) Litigation Proceeds Received .~ 0Z Ww "'0 "'z 00 u.. 2. Stocks and Bonds (Schedule B) z o 3 " ~ ~ c u w '" 3. Closely Held Corporation, Partnership or Sole-Proprietorship 4. Mortgages & Notes Receivable (Schedule D) 5. Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E) 6. Jointly Owned Property (Schedule F) D Separate Billing Requested 7. Inter.vivos Transfers & Miscellaneous Non-Probate Property (Schedule G or L) 8. Total Gross Assets (total Lines 1.7) 9. Funeral Expenses & Administrative Costs (Schedule H) 10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) 11. Total Deductions (total Lines 9 & 10) 12. Net Value of Estate (Line 8 minus Line 11) THIS RETURN MUST BE FilED IN DUPLICATE WITH THE REGISTER OF WILLS SOCIAL SECURITY NUMBER o 3. Remainder Return (dale of death prlor to 12-13-82) o 5. Federal Estate Tax Retum Required 8. Total Number of Safe Deposit Boxes o 11.Election to tax under$ec. 9113{A) (AlIach Sch 0) 11 Roadway Drive, Suite B Carlisle, PA 17013 (1) OFFiCIAL. USito,JLr I;"'., , , 147,582.67 '? (2) None (3) (4) (5) (6) (7) None None 23,448.44 None None (8) 171,031.11 (9) (10) 10,330.41 4,010.00 (11) 14,340.41 (12) 156,690.70 1,000.00 155,690.70 13. Charitable and Governmental Bequests/See 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) (13) (14) SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES 15.Amount of Line 14 taxable at the spousal tax rate, x .00 (15) or transfers under Sec. 9116(a)(1.2) z 155,690.70 .045 (16) 0 16.Amount of Line 14 taxable at lineal rate x ~ ~_..- ~ " .. 17. Amount of Line 14 taxable at sibling rate x .12 (17) ~ 0 u ~ 18. Amount of Line 14 taxable at collateral rate x .15 (18) 19. Tax Due (19) 7,006.08 7,006.08 20. D CHECK HERE IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT. ,,,,,",,> >>BE SURE TO ANSWER ALL. QUESTIONS 'ON.REVERSE SIDE ANoRECHE"CK MATH<< Copyright 2000 form software only The Lackner Group, Inc. ()>-. Form REV-1500 EX (Rev. 6-00) Dece,dent's Complete Address: STREET ADDRESS 38 Strawberry Court CITY Carlisle iSTATE PA I ZIP 17013 Tax Payments and Credits: 1. Tax Due (Page 1 Line 19) 2. Credits/Payments A. Spousal Poverty Credit B. Prior Payments C. Discount (1) 7,006.08 6,200.00 326.32 Total Credits (A + B + C) (2) 6,526.32 3. InteresUPenalty if applicable D. Interest E. Penalty TotallnteresUPenalty (D + E) 4. If Line 2 is greater than Line 1 + Une 3, enter the difference. This is theOVERPAYMENT. Check box on Page 1 Lil1e 20 to request a refund 5. If line 1 + Line 3 is greater than Une 2, enter the difference. This is theTAX DUE. A. Enter the interest on the tax due. B. Enter the total of Line 5 + 5A. This Is theBALANCE DUE (3) 0.00 (4) (5) 479.76 (5A) (5B) 479.76 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;............................................................................. ~ ~ ~: ~:::~ ~h~e~~~:i~~~~s:~~;:s~~~.~~~~~.~.~~.~~~.:.~~:.~~~..t.~~.~.~~~~.~~.~..~.~.i~. i.~.~.~.~~~..............................~~:::: :::::::~~..... ~ d. receive the promise for life of either payments, benefits or care?........................................................... [8J 2. If death occurred after December 12, 1982, did decedent transfer property within one year of death without receiving adequate consideration?................................................................................................................ 0 ~ 3. Did decedent own an Min trust for" or payable upon death bank account or security at his or her death?......... 0 [8J 4. Did decedent own an Individual Retirement Account, annuity, or other non.probate property which contains a beneficiary designation?. ..... .... ... ..... ... .... ......... ... ...... .... ... ..... ... ... .... ..... ... ... .... .... ........ ... .......... ...... 0 ~ IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN. 1021 Enola Road Carlisle, P A 17013 ~~ I i:>: OJ I'ATE / I/Z5-/o';- DATE '!'t-'S""/bS" ADDRESS HC I, Box 890 Tannersville, PA 18372 ADDRESS II Roadway Drive. Suite B Carlisle, PA 170b .,:lR1 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)l. The statutedoes not exemota 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)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. A. Settlement Statement U.S. Oepa1'\rTlen\ of Housing and Urban Development D T..__" ^,," .,_ "M.. ""0.' "'DO. I, g~"A 2. ~~mHA 3. OConv. Unins. T 6. File ~~r:.~ ') I l' Ulan Number T8.. Mal't\1.ar.e Il\S.\IrAoce Case Number 4 V' ~ I' on KARO -04 C. Note: hls form 's ~ iS~ed to give.,..,.. a 11alemlln\ 01 Ktual Selllemenl eOSI1. Amounts p.!Ild 101M by lhl sem.....enl agent ilia S~QWI1 I TiUeEJtprll" Setllement System n",".m"ked.lPoc}"_.P.'dOUISI<lelhedol"'9.1t>ey_I~he...for"'onnlll'onPU...~."",.r.I\OI,ncluded",hetollll.. W~ANING" is. C""'e to kl''''''''''91Y mike ,aI'l SlllemtIfIlS lei ~"lJ!W.ed $lw.s on \l\IS 01 ... Q\I'N s,"",,,, term. ?"'~In won ,m D NAMI: OF nORRowER: JOHN P. KAROLY, III and JOSHUA E. KAROLY , E, NAME OF SELLER: THE ESTATE OF HELEN L. SHANK F. N^M~OF LENDER: N/A G. PROrERTY ADDRESS: 38 STRAWBERRY DRIVE, Carlisle, PA 17013 t'oulh Mjddlnt~n T"wnshi" : II. SETTLEMENT AGEtH: Salzmann, Hughes & Fishman, P.c., Telephone: 717-249-6333 Fax: 717-249-7334 _. ."., . .. 9( Ab;and;" c-~i'n'n DoaA rarlisl'" PA '7011 ,~ -=., :;:: =-=- 12/14/2004 , , =-==::-:.=': ,^^ "Mrr ...~".,. ""r M _r..rn. '.. 150 000.00 ". 150 000.00 .M ~, ~ ~... . woo 2 2BB.50 H' :-1"A . .r' H' , ~ ~ .:u'" I.M r...... .^. , 107 Cnunh'1"..... 12/14 '04 12-131/04 14.40 .^, 12 '14 '04 12 31'04 14.40 "M r.' IM4J04 .-06130105 B05.77 ""' lVi4lO4 ..06/30 105 805.71 ~-- ..- ..- .." -oo. ... ... 0<0 ...- 'rM.. 153 lOB. 67 OOn "^ .... '0. 150 820.17 ~ =-=- -;;"~- ~ M. .. '. ,_. -.:: ..._.... .n. 1 907.50 M' ~oo~ 'M ..~ 'M .", -- 'M .^, r_. r<o orn 1 330.00 .". rr"" 1 330.00 ~'M .... '00 OM -'" .." ..n .," -C- roo _.. .or ~... m .. .., '... m _.. .o. ~... ... ... --- --:;:;;; TMD;-;;;;;;;- 1 330 00 ,on , ..~"... 0". 'e" eo 3 237.50 .JM -... '"~.:.. --- <on CD." .-. 153 10B.67 .M 150 820.1.1 ~ 1 330,00 . 'M 3 237.50 'M 151 778,67 OM """.~ or..__ 14' 582,67 SUBSTITUTE fORM 1099 SELLER STMEMENl: 1M \n!Qftl\a\ierlecr.lam81l h_n \I iml>>l'lan\ 1.1. ',nlo""al;on Ind i. be;ng rl.,rlished to lhe ln1e<n.z Revenu.. ServiCll. If )'CI!are required 10 file. relum, :':~~I:'~'=:'~':,:"~~1,':;,.r:~I~fSllem..reqU"edIObe~Ot1edlncllheIRScletem""e.Ih.tllhasno1beel'lflllOMd. The Conttaet Sales Procedesenbed on ~.';'~~~~~,",lh;~~:le~I~(~;';::~~I~~ Uncle(penajhesorpe~j~~Fc:t~~~":~=~~~~~::.i~~.'%;~::;';%'::~~~~~u~:'~Clltion TIN._"_"_I_"_"_SEllERlS)SIQNATURE{S) SEllER(S) I<lEW MAilING AOOf'IESS' SEllER(S) PHQI<lE NUI,48ERS; '"I {WI '''''''''''''''''.tv'>I\UL.I)''<_ PAGE 2 O"TT'- ...-. Rev'" D-' "/86) "" 'n', .n..."n. .n. .."._ :..n.~.._.:. PAID FROM PAID FROM 'M MU. >'O~ 150 000.00 ... 80R.ROWER'S SELLER'S ... FUNDS AT FUNDS AT ... . .. SETTLEMENT SEiT\.EMENT '00 . .. m' OM ~ >W>T~>mM .. .00 .n" .,. 0 M. on" M' ... M' 'M ... nM M' .. ~. M' U. .. M' 'M-:: >eM 'M' . ~. .. _n ~. '.n 'M. -. .- --. ,- M' .. -. ., I'Mn 0.00 0.00 OOM ..~,~ "M ... H,' "", .n. ..... .... ,,-'.., Kni ht " Associah s 250 00 .. T.. .". .... 150 000.00 . HH .... Salzmann Huohes . Fi_hman P.C. 750.00 ".. H" 'Mn 'M' ............'" 38.50 . .... .. 38.50 "M .--.., 500.00 ...- .. , 500.00 .." ..... ~..., 500.00 . u......... .. 1 500.00 'M. .-. ooM .... ...... .m....... .. SOUTH MIDDLETON TOWNSHIP MUNICIPAL MJ'r'. 82.50 StrawbQrrv Court. Assoeiat.ion 75.00 ..M'M 2 288.50 , 907.50 HUD CERTIFICATION OF BUYER AND SELLER ~:~": ~:;,~~r~.I;:~:;~~~I~I~~I,,:~~=::~n~~~~~; ~'::::;~~~~n\~eljef. ills <I trul and 3C(;ural' $lalemtnl 0'.' recelQIS anddl$b~meI\l$ mLWeQII my ~1l\lN Qfby me (/J ooKU.t!r"'........ JOSHUA E. KAROLV / ,,-;' ~-~ /~~/t ......-. . . ~ "_r ore,_,.., P. S'h......k I c. -~,K.LC.oJ"'6Y - ....................,. TH TA 0 HEL HI... 1"1( :r~~..'1 D. .sh....,k, Co.~~""'''r WARNING: IT 15 A CR~ TO I(lIIQWINGLV MAKE FALSE STATEMENTS TO THE UNITED STATtS ON THIS OR ANV SIMIlAR FORM. PENALTIES UPON CON'/ICTlON C)>.N lNCUmE", FlNE AND IMPRISONMENT. FOR OlOTAILS SeE TITLE 1& U.S. CODE SECTION 1001 AND SECTION 1010. ~ug~~::~,r~~~lemi~n-:;cn ~:~":~'~~~~~::wi~~t:=.ollt-Q\f"M"t~on. I SL I,) l'4/C,,\ . SCHEDULE A REAL ESTATE COMMONWEALTH OF PENN$Y\.VANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF I FILE NUMBER 21 - 04 - 0538 All real property owned solely or as a tenant in common must be reported at fair market value. Fair market value is defined as the price at which property would be exchanged between a willing buyer and a willing seller, neither being compelled to buy or sell, both having reasonable knowledge of the relevant facts. Real property which Is Jointly-owned with right of survivorship must be disclosed on schedule F. Shank, Helen L. ITEM DESCRIPTION VALUE AT DATE OF NUMBER DEATH I Real Estate situate at 38 Strawberry Drive, South Middleton Township, Carlisle, Pennsylvania 147,582.67 TOTAL (Also enter on Line 1, Recapitulation) 147,582.67 . SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY COMMONWEALTH OF PENNSYlVANIA INMERtTANCE TAX RETURN RE$IOENT DECEDENT ESTATE OF Sh nk 1 a ,HeenL. I FILE NUMBER 21-04-0538 Include the proceeds of litigation and the date the proceeds were received by the estate. All property jointly-owned with the right of survlvorshop must be disclosed on schedule F. ITEM DESCRIPTION VALUE AT DATE OF NUMBER DEATH 1 Waypoint Checking Account No. 1700007967 9,114.15 2 Waypoint Retirement Account No. 1723014568 2,345.55 3 Waypoint Certificate of Deposit No. 1754220514 10,016.39 4 1997 Escort Sedan 1,500.00 5 Refund from Sentinel 50.22 6 Refund from Highmark BlueShield 48.81 7 Property Tax Rebate 246.82 8 Condo Fee Refund 53.50 9 Condo Insurance Refund 73.00 TOTAL (Also enter on Line 5, Recapitulation) 23,448.44 . SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Shank, Helen L. I FILE NUMBER 21 - 04 - 0538 Debts of decedent must be reported on Schedule I. ITEM I DESCRIPTION AMOUNT NUMBER A. FUNERAL EXPENSES: I Hoffman-Roth Funeral Home 6,774.00 2 Westminster Cemetery 995.00 I I I B. ADMINISTRATIVE COSTS: 1. Personal Representative's Commissions Social Security Number(s) I EIN Number of Personal Representative(s): Street Address City State Zip - Year(s) Commission paid 2. Attorney's Fees to Hanft & Knight, P.C./Knight & Associates, P.e. 1,300.00 3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation) Claimant Street Address City State Zip Relationship of Claimant to Decedent 4. Probate Fees to Register of Wills 299.00 5. Accountant's Fees 6. Tax Return Preparer's Fees 7. I Other Administrative Costs The Sentinel - advertise letters 149.99 2 Cumberland Law Journal- advertise letters 60.00 _L Total of Continuation Schedule(s) TOTAL (Also enter on line 9, Recapitulation) 752.42 10,330.41 *' ScheckJIe H Funeral Expenses & Mninislralive Costs cootinuecl COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Shank, Helen L. I FILE NUMBER 21-04-0538 3 Income Tax Preparation - estimate 100.00 4 Travel Expenses for Co-Executor (6 trips of288 miles each round trip. Federal mileage reimbursement rate ($0.375) from Tannersville, PA to Carlisle, PA 5 Postage 648.00 4.42 Page 2 of Schedule H . SCHEDULE I DEBTS OF DECEDENT, MORTGAGE LIABILITIES, & LIENS COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEoeNT ESTATE OF Shank, Helen L. I FILE NUMBER 21 - 04 - 0538 Include unreimbursed medical expenses. ITEM DESCRIPTION AMOUNT NUMBER 1 Condo Fee 856.00 2 Bon-Ton 21.73 3 Bank Card Services - Visa 117.50 4 PP&L 310.53 5 Comcast Cable 10.93 6 Water/Septic 198.00 7 Sprint 32.84 8 Real Estate Taxes 1,477.93 9 Lawn Service 200.00 10 West Shore Ambulance Service 585.54 11 Electric 100.00 12 Trash 99.00 TOTAL (Also enter on Line 10, Recapitulation) 4,010.00 REV-1513 EX+ (9-QO) *' SCHEDULE J BENEFICIARIES COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY I FILE NUMBER 21-04-0538 RELATIONSHIP TO I AMOUNT OR SHARE DECEDENT , OF ESTATE 01J.Jat..Irultae(_\ I son 50% resIdue ESTATE OF Shank, Helen L. I. I TAXABLE DISTRIBUTIONS (include outright spousal distributions) Gregory D. Shank 1021 Enola Road Carlisle, PA 17013 2 Jeffrey D. Shank HC I, Box 890 Tannersville, PA 18372 son 50% residue I I I Enter dollar amounts for distributions shown above on lines 15 through 18, as appropriate, on Rev 1500 cover she t II. !NON-TAXABLE DISTRIBUTiONS: A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE i B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS Centerville Lutheran Church 1,000.00 I TOTAL OF PART 11- ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET 1,000.00 LAST WILL AND TESTAMENT OF HELEN L. SHANK I, HELEN L. SHANK, on 8 Strawberry Court, Carlisle, Cumberland County, Pennsylvania, being of sound and disposing mind, memory and understanding, do make, publish and declare this to be my Last Will and Testament, hereby revoking and making void all previous Wills and Codicils heretofore made by me. I I order and direct my personal representative hereinafter named to pay all of my just debts, funeral expenses and expenses involved or connected with the administration of my estate as soon after my death as is reasonably possible. However, my personal representative need not accelerate and pay those unmatured obligations which, in his, her or its opinion, it might be proper and more advantageous to retain or renew and pay as they become due and payable. If I do not own a burial plot or a grave marker at the time of my death, I authorize my personal representative, in his, her or its sole discretion, to purchase a burial plot and to erect a suitable grave marker at my grave, and to expend sums from my estate for this purpose. 2 I give, devise and bequeath the rest, residue and remainder of my estate, together with all insurance proceeds thereon of whatever nature and wheresoever situate as follows: a. One Thousand ($1,000.00) Dollars to the CENTERVILLE LUTHERAN CHURCH, of 1874 Walnut Bottom Road, Newville, Cumberland County, Pennsylvania; Page 1 of 8 LAST WILL AND TEST AMENT OF HELEN 1. SHANK b. I give, devise and bequeath the rest, residue and remainder of my estate together with all insurance proceeds thereon of whatsoever nature and wheresoever situate in equal shares to my sons, if they survive me by sixty (60) days. In the event that my son, JEFFREY D. SHANK, ofHC I, Box 890, Tannersville, Pennsylvania, does not survive me by sixty (60) days, the full share shall go to my son, GREGORY D. SHANK, of 1 021 Enola Road, Carlisle, Pennsylvania. In the event that my son, GREGORY D. SHANK, does not survive me by sixty (60) days, his share shall go to his daughters KIMBERLY R. BECKERLEGG of 22 Orange Street, Carlisle, Pennsylvania, and JAMEY L. KELLEY of2165 Newville Road, Carlisle, Pennsylvania. Ifboth of my sons do not survive me by sixty (60) days, I give, devise and bequeath the rest, residue and remainder of my estate together with all insurance proceeds thereon of whatsoever nature and wheresoever situate in equal shares to the aforesaid KIMBERLY R. BECKERLEGG andJAMEY L. KELLEY, per stirpes, if they survive me by sixty (60) days. It is further my desire that my personal representative, after consultation with any heir or heirs of mine who survive me, and in his, her or its own discretion, choose such articles from my tangible personal property (exclusive of cash, stock certificates, bonds, and all other tangible evidences of intangible personal property) as he, she or it believes will be useful to such heir or heirs or desirable for him or her or them to have, either from a sentimental point of view or otherwise, and to deliver such articles to such heir or heirs or among such heirs in equal or unequal shares as determined by the further exercise of his, her or its discretion, provided no other heir objects to the distribution. All tangible personal property not so distributed is to be sold, either publicly or privately, by my personal representative, adding the proceeds of such sale or sales to my residuary estate and to be disposed of in equal shares among my residual beneficiaries after payment of my estate debts, taking into account the tangible personal property otherwise provided to them. 3 Page 2 of 8 LAST WILL AND TESTAMENT OF HELEN L. SHANK I grant my personal representative the following powers in addition to and not in limitation of such powers as my personal representative shall hold by law: (a) To retain all property received including the stock of any corporate fiduciary acting hereunder, provided such property remains productive. (b) To join in any corporation, partnership, recapitalization, merger, reorganization or voting trust plan; to delegate authority with respect thereto; to deposit investments under agreements and pay assessments; and generally to exercise all rights of investors, including but not limited to, the voting of shares. (c) To manage, operate, repair, improve, mortgage or lease on any terms any real estate held or owned by my estate. (d) To operate any business that I may own at my death. (e) To invest any funds of my estate in any stocks, bonds, notes or other securities or property, real or personal, without regard to the principle of diversification or any other statute or general rule of law in his, her or its absolute discretion, it being my intention to give mypersonal representative the broadest investment powers possible, providing such investments do not unnecessarily prevent the prompt settlement of my estate. (f) To sell or otherwise dispose of any property, real or personal, tangible or intangible, at any time forming a part of my estate in any manner and on such terms and conditions as my personal representative shall see fit in his, her, or its absolute discretion. (g) To borrow money for the payment of taxes or for any other proper purposes in the administration of my estate, and to mortgage or pledge estate assets as security. (h) To compromise claims without court approval including, but not limited to, any controversies with the United States of America or the Commonwealth of Page 3 of 8 LAST WILL AND TESTAMENT OF HELEN 1. SHANK Pennsylvania concerning estate and inheritance taxes on any interests that may pass under this my Last Will and Testament. (i) To distribute in cash or in kind upon any division or distribution of my estate. U) To undertake any and all acts deemed necessary and proper by my personal representative for the proper, advantageous and prompt management of the settlement of my estate. (k) In general, to exercise all powers in the management of my estate, which any individual could exercise in the management of similar property owned in his own right, upon such terms and conditions as to him, her or it may seem best and to execute and deliver all instruments and to do all acts which he, she or it deems necessary or proper to carry out the purposes of this, my Last Will and Testament. 4 No interest of any beneficiary of my estate, either in income or in principal, shall be subject to anticipation or pledge, assignment, sale or transfer in any manner, nor shall any beneficiary have the power in any manner to charge or encumber his interest either in income or principal, nor shall the interest of any beneficiary be liable or subject in any manner while in the possession of my personal representative for the liability of such beneficiary. 5 I nominate, constitute and appoint my sons, JEFFREY D. SHANK and GREGORY D. SHANK, as Co-Executors of this my Last Will and Testament. I direct that my personal representative shall not be required to give or post bond for the faithful performance of his, her or its duties in this or any other jurisdiction. 6 Page 4 of 8 LAST WILL AND TESTAMENT OF HELEN L. SHANK I hereby declare it to be my express desire that my personal representative employ Michael J. Hanft, Esquire, of the law firm of Hanft & Knight, P.C, of Cumberland County, Pennsylvania, for legal advice and assistance regarding this my Last Will and Testament, they having considerable knowledge of my affairs, views and wishes respecting any matters that may arise at the probate of this instrument, the administration of my estate, and the execution of the powers herein mentioned. Any mention of Hanft & Knight, P.C. in this my Last Will and Testament, is my free and voluntary act and through no influence by any person. Page 5 of 8 LAST WILL AND TESTAMENT OF HELEN 1. SHANK IN WITNESS WHEREOF, I have hereunto set my hand to this my Last Will and Testament this I'Z.-P\ day of December, 2003. WITNESS: ~4 ~lniJll #;bfii ~~ C(; .AI,.{~ Helen 1. Shank Page 6 of 8 I I LAST WILL AND TEST AMENT OF HELEN 1. SHANK ACKNOWLEDGMENT COMMONWEALTH OF PENNSYLVANIA COUNTY OF CUMBERLAND SS. I, Helen 1. Shank, the Testatrix whose name is signed to the attached or foregoing instrument, having been duly qualified according to law, do hereby acknowledge that I signed and executed the instrument as my Last Will and Testament; that I signed it willingly, and that I signed it as my free and voluntary act for the purposes therein expressed. ~t-.'/.;;(: d 1i.e,J.J Helen 1. Shank Sworn or affirmed and acknowledged before me by Helen 1. Shank, the Testatrix, this J 2ib day of December, 2003. "JIiltJ -nit ~1(:}W .J NotaJIaI Seal Dolly M. Housel, Nolary Public South Mi_ Twp., Cumbe~and County My Conmssion EJepires Sept. 24, 2006 _ Pen""""""'" A."5IJdation Of Notaries Page 7 of 8 LAST WILL AND TESTAMENT OF HELEN 1. SHANK AFFIDAVIT COMMONWEALTH OF PENNSYLVANIA COUNTY OF CUMBERLAND SS. WE, c~Vl)l/. Shu/t-t- and rr;;; MJu/P L fJpj..ppS , ,the witnesses whose names are attached to the foregoing document, being duly qualified according to law, do depose and say that we were present and saw Helen 1. Shank sign and execute the instrument as her Last Will and Testament; that she signed willingly and that she executed it as her free and voluntary act for the purposes therein expressed; that each subscribing witness in the hearing and sight of the Testatrix signed the Last Will and Testament as witnesses and that to the best of our knowledge the Testatrix was at the time 18 or more years of age, of sound mind and under no constraint or undue influence. (~;tf9Jr ~J.r..{/,f,/ iJl<f,{:: Sworn or affirmed and subscribed before me by Se.<l"\ 11. Sf-,/J tl--z- and rJOf1ilUi.,f ( jJef.ffiS thisJ.2.~ dayofDecember, 2003. , Notarial Seal Dolly M. Housel. Notary Public South Middleton Twp., Cumbar1and County My Corrmission Expires Sept 24, 2006 lJ~j j *-1111 4JJ nbl-( / . a \ I Membc'!r O"',,""'.....~ni.. I\s~~tinn ()f Notaries F;\User Folder\Finn DocsIWills\3383-1hls.wiILwpd Page 8 of 8 KNIGHT & ASSOCIATES P.C. Attorneys at Law January 26,2005 c') Register of Wills 1 Courthouse Square Carlisle, Pennsylvania 17013 ;' ) RE: Estate of Helen L. Shank Estate No. 21-04-0538 My File No. 3618.1 Dear Register of Wills: Enclosed for filing please find an original and two copies of the Inheritance Tax Return in the above-referenced estate. Please return a time-stamped copy to my office in the enclosed self- addressed, stamped envelope. I have also enclosed a check in the amount of$15.00 representing the filing fee for the return and a check in the amount of$479.76 representing the inheritance tax that is due. Should you have any questions or wish to discuss this matter further, please do not hesitate to contact me. Very truly yours, KNIG , '- SMS/dmh Enclosures F:\User FolderlFirm Docs\Estates\3618-Jreg.wills.wpd 11 Roadway Drive Suite B Carlisle, PA 17013~8806 . 717.249.5373 717.249.0457 fax \>- COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT,280601 HARRISBURG, PA 17128.0601 REV-1162 EX(11-96) RECEIVED FROM: PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT SHULTZ SEAN M 19 BROOKWOOD AVENUE SUITE 106 CARLISLE, PA 17013 nn_n_ fold EST A TE INFORMATION: SSN: 161-32-7497 FILE NUMBER: 2104-0538 DECEDENT NAME: SHANK HELEN L DATE OF PAYMENT: 01/27/2005 POSTMARK DATE: 01/26/2005 COUNTY: CUMBERLAND DATE OF DEATH: OS/23/2004 NO. CD 004886 ACN ASSESSMENT CONTROL NUMBER AMOUNT 101 I $479.76 I I I I I I I I TOTAL AMOUNT PAID: REMARKS: CHECK#1024 SEAL INITIALS: JA RECEIVED BY: REGISTER OF WILLS $479.76 GLENDA FARNER STRASBAUGH REGISTER OF WILLS ORPHANS' COURT DIVISION OF THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA STATUS REPORT UNDER RULE 6.12 Name of Decedent: HELEN L. SHANK Date of Death: May 23,2004 Admin. No. 21-04-0538 Pursuant to Rule 6.12 of the Supreme Court Orphans' Court Rules, I report the following with respect to completion of the administration of the above-captioned estate: 1. State whether administration of the estate is complete: Yes -1L- No 2. If the answer is No, state when the personal representative reasonably believes that the administration will be complete: 3. If the answer to No.1 is Yes, state the following: a. Did the personal representative file a final account with the Court? Yes No -.X b. The separate Orphans' Court No. (if any) for the personal representative's account IS: c. Did the personal representative state an account informally to the parties in interest? Yes -1L- No d. Copies of receipts, releases, joinders and approvals of formal or informal accounts may be filed with the Clerk of the Orphans' Court and may be attached to this report. Date: 5}Z) 05 Respectfully submitted, L~~ Sean M. Shultz, Esquire Attorney ill No. 90946 11 Roadway Drive, Suite B Carlisle, Pennsylvania 17013 (717) 249-5373 Counsel for personal representative F:\User Folder\Firm Docs\Estates\3618-lstatus.report.wpd () cf