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HomeMy WebLinkAbout04-0149'R-lINKING AHEAD® ,'~.~I~ONN L. SNYI)ER Auorney At Law Phone: (717) 257-7552 Fa.x: (717) 257-7594 dsnyder~saul.com BALTIMORE Penn National Insurance Plaza · 2 North Second Street 7th Floor, Harrisburg, PA 17101 · www. saul.com CHESTERBROOK NEW YORK PHILADELPHIA PRINCETON A Oelaware LLP WILMINGTON CUMBERLAND COUNTY REGISTER OF WILLS AND CLERK OF THE OPHANS' COURT TO.p,. ~ FACSIMILE TRANSMITTAL SHEET VROM: COMPANY: DATE: FAX NUMBER: TOTAL NO. OF PAGES INCLUDING COVER: PHONE NUMBER: SENDER'S REFERENCE NLTMBER: RE: YOUR REFERENCE ~ER: [] URGENT [] FOR REVIEW [] PLEASE COMMENT [] PLEASE REPLY [] PLEASE RECYCLE NOTES/COMMENTS: The information in this message may be privileged and confidential and protected from disclosure. If the reader of this message is neither the intended recipient, nor an employee or agent responsible for delivering this message to the intended recipient, then you are hereby notified that any dissemination, distribution, unauthorized use, or copying of this communication is strictly prohibited. If you have received this communication in error, please notify us immediately by replying to this message and deleting it from your computer. Thank yOU. 1 COURTHOUSE SQUARE CARLISLE PA 17013 PHONE: 717-240-6345 FAX: 717-240-7797 ESTATE OF ETHEL M. HOLLER Deceased BEFORE THE REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYLVANIA NO. 21-04-149 ORDER OF REGISTER OF WILLS AND NOW, this 24TH day of February, 2004, upon consideration of the Petition for Probate of Lost Will, specifically including a photocopy of the proposed Will and Oaths of Subscribing Witnesses from Bruce Foreman, Esquire, dated February 18, 2004, and Milton Bernstein, Esquire, dated February 18, 2004, it is hereby ordered that the photocopy of the Last Will and Testament of ETHEL M. HOLLER, dated September 17, 1977, shall be admitted to probate upon the filing of a Petition for Letters Testamentary by the named Executor and the administration of the Oath of Personal Representative to said Executor, and that such Letters Testamentary shall thereupon be granted to said Executor. In light of the above-described Petition, together with the Oaths of Subscribing Witness, a hearing with respect to this matter is not required. February 24, 2004 Date · Glenda Farner Strasbaugh,'Register of ~ OATH OF SUBSCRIBING WITNESS Estate of' ETHEL M. HOLLER, deceased No.. 21-04-149 Bruce Foreman, Esquire,~a subscribing witness ~o the will presented herewith being duly qualified according to law deposes and says that he was present and saw the above Testatrix sign the same and that he signed as a witness at the request of the Testatrix in her presence and in the presence of other subscribing witnesses. Sworn to or Affirmed and Subscribed before me this /~ ~ day of ~"~_, ~, t'-O ~_.tJ~V ,2004 Bruce Foreman,)~squire My Commission Expires: NOTARIAL SEAL ¥11CHELE A RENEKER, Notary Public City of Harrisburg, Dauphin County ,~,n::-': ~s!on Expires March !7, 2007 OATH OF SUBSCRIBING WITNESS Estate of.' ETHEL M. HOLLER, Deceased No. 21-04-149 Milton Bernstein, Esquire, a subscribing witness to the will presented herewith, being duly qualified according to law deposes and says that he was present and saw the above Testatrix sign the same and that he signed as a witness at the request of the Testatrix in her presence and in the presence of other subscribing witnesses. Sworn to or Affirmed and Subscribed before me this /~t_ day of_ 2004 N o~ary F~blic ' - My Commission Expires: Milton Bemstein, Esquire (Address) Notarial Seal Angela M. Mil/er, Notary Public City of Harrisburg, Dauphin Count My Commission Expires Oct. 15, 2~6 Register of Wills of Cumberland County, Pennsylvania PETITION FOR GRANT OF LETTERS Estate of Ethel M. Holler Deceased Social Security No. 204-03-7708 Kermit W. Holler (COMPLETE "A" OR "B" BELOW:) A. Probate and Grant of Letters and aver that Petitioner is the Executor named in the Last Will of the Decedent, dated September 17, 1977. Stale relevanl circmuslanccs, cg, renunciation, death of cxccutor, etc. Fxccpt as l¥11ows, Dccedent did not marry, was not divorced, and did not have a child bom or adopted after execution of the documents offered for probate; was not the victim ora killing and was never adjudicated incompetent: NONE B. Grant of Letters of Administration (d b n.c.t.a.: pcndellte lite; dm-ante lbsentia; duralltc minoritat e) Petitioner(s) after a proper search has/have ascertained that Decedent left no Will and was survived by the following spouse (if any) and heirs: Name Relationship Residence Decedent was domiciled at death in Cumberland County, Pennsylvania, with her last family or principal residence at 2925 Maple Road, Camp Hill, Borough of Camp Hill, Cumberland County, Pennsylvania. (list streel, illllllbl~l' alld municipality} Decedent, then eighty-three (83) years of age, died November 22, 2003, in Harrisburg, Pennsylvania. (Location) Decedent at death owned property with estimated values as follows: (If domiciled in PA) All personal property ................................................................................................................................ $ 60,000.00 (If not domiciled in PA) Personal property m Pennsylvania ........................................................................................................... $ ................. (lfnot domiciled in PA) Personal property in County ..................................................................................................................... $ ................. Value of real estate in Pennsylvania .................................................................................................................................................................................... $ Total ..................................................................................................................................................................................................................... $ 60.000.0 0 Wheretbre, Petitioner respectfully requests the probate of the last Will presented with this Petition and the grant of letters in the appropriate tbrm to the undersigned: Signature Typed or printed name and residence ,.~ ~j/~ ~ J/ Kermit W. Holler, 2925 Maple Road, Camp Hill, Pennsylvania 17011 ~ P; ' o~2 [Cumberland Cou,lly, - Rev 9/92 Commonwealth of Pennsylvania County of Cumberland The Petitioner above-named swears and affirms that the statements in the foregoing Petition are tree and correct to the best of the knowledge and belief of Petitioner and that, as personal representative of the Decedent, Petitioner will well and truly admimster the estate according to law. Swom to and affirmed and subscribed before me this 04tlltay of March, 2004. GLENDA FARNER STRASBAUGH Register of Wills No. Estate of Ethel M. Holler, deceased Social Security No: 204-03-7708 Date of Death: November 22, 2003 AND NOW, March 04th2004, in consideration of the Petition on the reverse side hereon, satisfactory proof having been presented before me, IT IS DECREED that Letters Testamentary are hereby granted to Kermit W. Holler in the above estate and that the instrument dated September 17, 1977 described in the Petition be admitted to probate and filed of record as the last Will of Decedent. FEES Letters ........................... $115 o 00 Short Certificates..(~)~5 )$ 15.00 Renunciation ................ $ Affidavit ( ) .................$ Extra Pages (1) ............ $ 3.00 Codicil .......................... $ JCP Fee ........................ $10.00 Inventory ....................... $ Other ............................ $ TOTAL ................ $143o00 Letters are to mailed 3/10/04. 1033 ] 4 1 3/8/04 Attorney: Donn L. Snyder I.D. No: 06858 Address: Penn National Insurance Plaza Two North Second Street, 7~ Floor Harrisburg, PA 17101 Telephone: (717) 257-7552 to Attorney on his is to certify that the information here given is correctly copied from an original certificate of death duly filed with me as Local Registrar. The original certificate will be forwarded to the State Vital Records Office for permanent fiiing. WARNING: It is illegal to duplicate this copy by photostat or photograph. Fee for this certificate, $2.00 9G51008 No. Local Registrar U Date NAME OF OECEDENT (F.sL Mid41e L~I) AGE (las~ 8.1t~aay) ! UNDER 1 YE.A~ . 83 vt,. : I~uDhin DECEDENT'$ M~dLII~K~ ADORESS ~eM, C~y/Town, ~1®. Z~ 2925 ~ple Ro~ ~ Hill. PA 17011 COMMONWEALTH OF PENNSYLVANIA · DEPARTMENT OF HEALTH * VITAL RECORDS CERTIFICATE OF DEATH I J I 10-13-2n I w I ~ I~. J C~. ~. ~p OF DE~H IFACIL~ NAME (11 I. . , I I-~ ~,~. I,~, ............... I~[SD~q City ' JACTU~ ,.. Chester Weaver INFOI~IANT'S NAME (Typo/Pnnl} Kennit W. Holler ~,~--u ~.,~, ~ mi.,. 11-26-03 I,~:T.EU'S .AME,F.~. M,~.. U~ ~,~) Nellie Cle!and 2Qb ~ap±e Roao, uamp Hill, PA 17011 a,. Rolling Green Mem. Park [2,~3mp Hi I ], PA 17011 7(]11 J~- J2ic'. [] Couk~ n(x be determined menne~ la stated ............. ' ' , . ( ) [] PART I1: O~w I~itJcinl C(la(llioM ~ I0 die, ~ Petition to Admit to Probate a Photocopy of Will of Ethel M. Holler To The Register of Wills of Cumberland County: The Petition ofKermit W. Holler states that: 1. Petition is the surviving spouse of Ethel M. Holler ("Decedent") who died a resident of Cumberland County, Pennsylvania on November 22, 2003. Surviving Spouse: Children: Decedent is survived by the following: Kermit W. Holler Selinda Homsey, Nedra Marshall and Oneida Beigh 3. On September 17, 1977, Decedent executed a handwritten Will prepared by Attorney Earl J. Melman, a copy of which is attached as Exhibit "A". 4. The Will was prepared by Attorney Earl J. Melman of Melman, Gekas, Nicholas & Lieberman and was witnessed by Milton Bernstein, Bruce D. Foreman and Earl J. Melman, all attorneys of the firm. 5. A letter dated May 11, 1982 from Attorney Bruce D. Foremen to Mr. and Mrs. Holler enclosing a copy of the last Wills that his office has record is attached as Exhibit 6. On November 24, 2003 a voice message was left for Attorney Bruce D. Foreman by Attorney Donn L. Snyder's office requesting the original Will referred to in the May 11, 1982 letter. On November 26, 2003 a secretary from Mr. Foreman's office, Michele, called Mr. Snyder's secretary, Carmen, and stated that they have no record of a Will for Mr. or Mrs. Holler. WHEREFORE, Petitioner respectfully requests that a citation issue directed to: Kermit W. Holler, Surviving Spouse; Daughters: Selinda Homsey, Nedra Marshall and Oneida Beigh, to show cause why a photocopy of the Will dated September 17, 1977 of Ethel M. Holler, should not be admitted to probate as if it were the original.  ~eermit W. Holler, Petitioner 1016211 12/9/03 Decree - Issuance of Citation - Photocopied Will AND NOW, this ~:),/-h day of/~'~/~r/.w.r~...~ , 200~, upon consideration of the annexed Petition of Kermit W. Holler, it is herebsVordered and decreed that a citation issue directed to Kermit W. Holler, Selinda Homsey, Nedra Marshall and Oneida Beigh to show cause why a photocopy of the Will dated September 17, 1977 of Ethel M. Holler, should not be admitted to probate as if it were the original, together with the original. Regis2~te~o f Wills ks 101621.1 12/9/03 -2- EXHIBIT A : -.~ __ . . EXHIBIT B GEORGE W. GEKAS STEVE C. NICHOLAS ROBERT B. LIEBERMAN MILTON BERNSTEIN BRUCE D. FOREMAN JAMES L. WALSH CONSTANCE P. BRUNT LAW 01~FI CE S May 11, 1982 EARL J. MELMAN 1952-1979 3207 NORTH FRONT STREET P. O. BOX 902 HARRISBURG, PENNSYLVANIA 1710E3 (717) 236-9391 ;,-; .o: 77-809 Mr. and Mrs. Kermit Holler 2925 Maple Road Camp Hill, Pennsylvania 17011 In re: Wills Dear Mr. and Mrs. Holler: As per your request, I enclose a copy of the last Wills which we have record of in our office. These documents were written with the assistance of Attorney Earl Melman. After you have reviewed the Will, if you have any questions or if you wish to make any alterations, please feel free to contact me. BDF:bjh You will recall these Wills were signed on a Saturday and prepared as an emergency due to your trip. Perhaps it would be a good idea to execute more formal and typed Wills. RE!iq 500 EX COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE DEPT. 280601 HARRISBURG, PA 17128-0601 REV-1500 INHERITANCE TAX RETURN RESIDENT DECEDENT OFFICIAL USE ONLY FILE NUMBER 21 04 149 COUNTY CODE YEAR NUMBER I-' Z LU UJ LU LU =o~ Q. DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL) Holler, Ethel M. DATE OF DEATH (MM-DD-YEAR) I DATE OF BIRTH (MM-DD-YEAR) 11-22-2003 I 10-13-1920 (IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL) Kermit W. Holler SOCIAL SECURITY NUMBER 204-03-7708 THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF VVILLS SOCIAL SECURITY NUMBER [] 1. Original Return [] 4. Limited Estate [] 6. Decedent Died Testate (Attach copy of Will) [] 9. Litigation Proceeds Received [] 2. Supplemental Return ] 4a. Future Interest Compromise (date of death after 12-12-82) [] 7. Decedent Maintained a Living Trust (Aftach copy or Trust) [] 10. Spousal Poverty Credit (date of death between 12-31-91 and 1-1-95) ] 3. Remainder Return (date of death prior to 12-13-82) [] 5. Federal Estate Tax Return Required 0 8. Total Number of Safe Deposit Boxes [] 11. Election totax under Sec. 9113(A) (Attach ~ O) THIS SECTION MUST BE COMPEETED: ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO: NAME Donn L. Snyder, Esquire FIRM NAME (If Appli~ble) Saul Ewing LLP TELEPHONE NUMBER 717.257.7552 COMP~TE~ILINGADDRESS 2 North Second Street, 7th Floor Harrisburg, PA 17101 1. Real Estate (Schedule A) 2. Stocks and Bonds (Schedule B) 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) [] Separate Billing Requested 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Properly (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 Unes 9 & 10) 12. Net Valueof Estate(Line8 minus Line 11) 13. 14. (1) (2) (3) (4) (5) (6) (7) (9) (10) Charitable and Governmental Bequests/Sec 9113 Trusts for which an election to tax has not been made (Schedule J) Net Value Subject to Tax (Line 12 minus Line 13) 40,942.21 7,000.00 58,060.21 (8) 17,128.00 276.00 (11) (12) (13) (14) OFFICIAL USE ONLY 121, 118.10 17,404.00 103,714.10 103,714.10 SEE INSTRUCTIONS FOR APPLICABLE RATES 15. Amount of Line 14 taxable at the spousal tax rate, or transfers under Sec. 9116 (a)(1.2) 103,714.10 x.0 0 (15) 0.00 16. Amount of Line 14 taxable at lineal rate X .0__ (16) 17. Amount of Line 14 taxable at sibling rate X .12 (17) 18. Amount of Line 14 taxable at collateral rate x .15 (18) 19. Tax Due 20. [] [ CHECK HERE IF yOU ~E REQUESTING A REFUND OF AN OVERPAYMENTI (19) 0.00 > > BE SURE TO ANSWER ALL QUESTIONS ON REVERSE SIDE AND RECHECK MATH < < SmF PA42021F. 1 Decede~t's Complete Address: STREET ADDRESS 2925 Maple Road Cl~ Camp Hill STATE PA Tax Payments and Credits: 1. Tax Due (Page 1 Line 19) 2. Credits/Payments A. Spousal Poverty Credit B. Prior Payments C. Discount Total Credits (A + B + C) (2) 3. Interest/Penalty if applicable D. Interest E. Penalty Total Interest/Penalty (D + E) (3) 4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT. Check box on Page 1 Line 20 to request a refund (4) 5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5) IZIP17011 (1) 0. O0 0.00 0.00 A. Enter the interest on the tax due. (5A) B. Enter the total of Line 5 + 5A. This is the BALANCE DUE. (5B) O. O O Make Check Payable to: REGISTER OF WILLS, AGENT PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS 1. Did decedent make a transfer and: Yes No a. retain the use or income of the property transferred; ........................................ [] [] b. retain the right to designate who shall use the property transferred or its income; ................... [] [] c. retain a reversionary interest; or ....................................................... [] [] d. receive the promise for life of either payments, benefits or care? ............................... [] [] 2. If death occurred after December 12, 1982, did decedent transfer property within one year of death without receiving adequate consideration? .................................................. [] [] 3. Did decedent own an "in trust fo¢' 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. Under penalties of perjurT, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct and complete. Declaration of preparer other than the personal representative is based on all information of which pr?parer has any knowledge. SIGNATURE OF PERSON RESPONSIBLE FOR FILINGRETURN~~/~._.~'~-~'~ ' / /C"~.~ _~ DATEjune 2004 ADDRESS ~'~'--'-.~- -- -- 2925 Ma~le Road, q~p Hill, P~011 SIGNATURE~ ~REPARER)~,~'CJ'-IER ~'H/~N REPRI~6ENTATI~.~ DATE //~1~,/'/"~' ~("~Lll .,. June~_~ 2004 ADDRESS ~ v--'-V 4 ~'[:~-~__;~ "'"'-'~" - 2 North Second Street, 7th Floor, Harrisburg, PA 17101 For dates of death on or after July 1, 1994 and before January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 3% [72 P.S. §9116 (a)(1.1) (i)]. For dates of death on or after January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 0% [72 P.S. {}9116 (a) (1.1) (ii)]. The statute does not exempt a transfer to a surviving spouse from tax, and the statutory requirements for disclosure of assets and filing a tax return are still applicable even if the surviving spouse is the only beneficiary. For dates of death on or after July 1, 2000: The tax rate imposed on the net value of transfers from a deceased child twenty-one years of age or younger at death to or for the use of a natural parent, an adoptive parent, or a stepparent of the child is 0% [72 P.S. §9116(a)(1.2)]. The tax rate imposed on the net value of transfers to or for the use of the decedent's lineal beneficiaries is 4.5%, except as noted in 72 P.S. §9116(1.2) [72 P.S. §9116(a)(1)]. The tax rate im posed 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. STF PA42021F .2 ,REV-1503 EX + (1-97) (I) SCHEDULE B STOCKS & BONDS COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER Ethel M. Holler 21-04 149 All property jointly-owned with the dght of survivorship must be disclosed on Schedule F. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 2. 3. 4. U.S. Series EE Bond - #L865893533 MetLife - 29 Shares @ $31.27 American Express - #021537640555002 PNC - 145 Shares @ $50.79 89.58 906.83 32,581.25 7,364.55 TOTAL (Also enter on line 2, Recapitulation) $ 4 0, 9 4 2.2 '[ (If more space is needed, insert additional sheets of the same size) STF PA42021F.4 ,REV-1507 E,X + (1-97) (I) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Ethel M. Holler SCHEDULE D MORTGAGES & NOTES RECEIVABLE FILE NUMBER 21-04 149 All property jointly-owned with the right of survivorship must be disclosed on Schedule F. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1. Jason Beigh 7,000.00 TOTAL (Also enter on line ,'..,,[::' '";* ' *~ ~,.eca.,,u,a,,on/ '~, 7, 0 0 0.0 0 (If more space is needed, insert additional sheets of the same size) STF PA42021F.8 ,REV-1508 EX + (1-97)(I) SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER Ethel M. Holler 21-04 149 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 VALUE AT DATE NUMBER DESCRIPTION OF DEATH System 2. 3. 4. 5. 6. State Employee Retirment PNC Bank - #5140159147 Commerce Bank Credit MetLife PEBTF Commonwealth of Pennsylvania TOTAL (Also enter on line 5, Recapitulation (If more space is needed, insert additional sheets of the same size) STF PA42021F.9 13,756.69 20.00 6.67 881.12 451.20 $ 15,115.68 ,REV-1509 EX + (1~97) (I) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Ethel M. Holler SCHEDULE F JOINTLY-OWNED PROPERTY FILE NUMBER 21-04 149 If an asse~ was made joint within one year of the decedent's date of death, it must be reported on Schedule G. SURVIVING JOINT TENANT(S) NAME ADDRESS RELATIONSHIP TO DECEDENT A. Kermit W. Holler Surviving Spouse 2925 Maple Road Camp Hill, PA 17011 JOINTLY-OWNED PROPERTY: L~- ~ ~ ~-K DATE DESCRIPTION OF PROPERTY % OF DATE OF DEATH ITEM FOR JOINT MADE Include name of finandal institulion and ba~ accomt number or similar identifying number. DATE OF DEATH DECD'S VALUE OF NUMBER TENANT JOINT Attach deed for jointJy-beld real estate. VALUE OF ASSET INTEREST DECEDENTS INTEREST 1, ^. Personal Residence 2. 1997 Saturn 3. Bank Account - PNC TOTAL (Also enter on line 6, Recapitulation)$ (If more space ~s needed, insert additional sheets of the same size) STF PA42021F. 10 ,REV-1510 EX + (1-97) (I) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE G INTER-VIVOS TRANSFERS & MISC. NON-PROBATE PROPERTY ESTATE OF FILE NUMBER Ethel M. Holler 21-04 149 This schedule must be completed and filed if the answer to any of questions 1 through 4 on the reverse side of the RE5/-1500 COVER SHEET is yes. DESCRIPTION OF PROPERTY % OF ITEM INCLUDE THE NAME OF THE TRANSFEREE, THEIR RELATIONSHIP TO DECEDENT AND THE DATE DATE OF DEATH DECD'S EXCLUSION TAXABLE VALUE NUMBER OF TRANSFER. ATTACH A COPY OF TFE DEED FOR REAL ESTATE. VALUE OF ASSET INTEREST (IF AP~IC~LE 1. MetLife Annuity - #A2067003 58,060.21 100% 58,060.2] TOTAL (Also enter on line 7, Recapitulation) $ 5 8 f 0 6 0.2 ] (If more space ~s needed, insert additional sheets of the same size) STF PA42021 F.11 ,REV-1511 E,,X + (1-97) SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER Ethel M. Holler 21-04 149 Debts of decedent must be reported on Schedule I. ITEM NUMBER DESCRIPTION AMOUNT A. 1. 5. 6. 7. 8. 9. 10. FUNERAL EXPENSES: Myers Harner ADMINISTRATIVE COSTS: Personat Representative's Commissions Name of Personal Representative(s) Social Security Number(s) / EIN Number of Personal Representative(s) Street Address City State Year(s) Commission Paid: AttomeyFees - Saul Ewing LLP Family Exemption: (If decedent's address is not the same as c~aimant's, attach explanation) Claimant Kermit W. Holler Zip Street Address 2925 Maple Road City Camp Hi 11 State PA Relationship of Claimant to Oecedent Surviving Spouse Probate Fees Accountant's Fees Tax Return Preparer's Fees Cumberland Law Journal Sentinal File Petition to Admit Saul Ewing LLP Presentation Zip 17011 Copy of Will - Prepare and File Petition to Court to Court TOTAL (Also enter on line 9, Recapitulation) (If more space is needed, insert additional sheets of the same size) STF PA42021 F, 12 6,394.00 6,000.00 3,000.00 143.00 75.00 16.00 1,500.00 $ 17,128.00 ,REV-1512 EX + (1-97) (I) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Ethel M. Holler SCHEDULE I DEBTS OF DECEDENT, MORTGAGE LIABILITIES, & LIENS FILE NUMBER 21-04 149 Include unreimbursed medical expenses. ITEM NUMBER DESCRIPTION Care For People Lorie Ann Wynn - Nurses Aide TOTAL (Also enter on line 10, Recapitulation) $ AMOUNT 36.00 240.00 276.00 (If more space is needed, insed additional sheets of the same size) STF PA42021 F. 13 ,REV-1513 E,X + (9-00) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Ethel M. Holler SCHEDULE J BENEFICIARIES NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY I. I1. 1. T~ABLEDISTRIBUTIONS[includeoutdghtspousaldistdbutions, andtmns~ underS~.9116(a)(1.2)] Kermit W. Holler 2925 Maple Road Camp Hill, PA 17011 ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINEI FILE NUMBER 21-04 149 RELATIONSHIP TO DECEDENT AMOUNT OR SHARE Do Not List Trustee(s) OF ESTATE Surviving Spouse 100% of Residue 15 THROUGH 15, 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 1I - ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET $ (If more space is needed, insert additional sheets of the same size) STF PA42021 F.14 IU.S. Savings Bond Redemption Receipt Branch ID: BP174192 Redemption Date: 03/17/2004 The Estate of P.O. Box 1291 Harrisburg, PA Ethel M Holler 17108 20-6153313 Transaction Number: 3095019 Teller ID: sandernm Serial Number Denom Issue Interest Redemption Date Issue Price Earned Value IL86589353-EE EE $50 03/1983 $25.00 $64.58 $89.58I Total number of bonds redeemed: 1 Total Total Total Price Interest Value $25.00 $64.58 $89.58 Customer Signature Customer ID: 04004988 Harrisburg,, P HARRISBURG(CAMP HILL) 100 Senate Ave. 2004 Harrisburg,, PA 17011 717-972-2875 Page 1 Of 1 Benkovich & Associates A financial advisoP/branch Advanced Advisor Group March 22, 2004 Ms. Maronetta F. Miller Saul Ewing 2 North Second Street 7th Floor Harrisburg, PA 17101-1604 Re: Estate of Ethel M. Holler Jack Benkovich, CFP®, CFS Senior Financial Advisor CERTIRED FINANCIAL PLANNERTM practitioner American Express Financial Advisors Inc. IDS Life Insurance Company Westwood Center 4661 Trindle Road Camp Hill, PA 17011 Bus: 717.761.4208 Ext. 26 Fax: 717.761.6282 Toll Free: 800.962.8694 john.a.benkovich@aexp,com Account Information Mutual Funds Account Number O1153764055 6 002 02153764055 5 002 Ownership Kermit W. Holler and Ethel M. Holler Joint Tenancy Ethel M. Holler Mutual Funds Account Number Open Date Total Value 01153764055 6 002 12/29/86 $107,658.59 Scheduled monthly redemptions of $490.00 # of shares 24,084.696 Asset Value Per Share 4.470 02153764055 5 002 7/2/90 $ 32,581.25 7,288.870 4.470 The date of death values provided are for estate tax purposes and are not values to be paid. Accounts may be subject to market fluctuation. Beneficiary Information We have the following beneficiaries on record for the deceased's accounts. Account Number: 02153764055 5 002 Designation: Kermit W. Holler Sincerely, Laflre E. Kane Senior Planning Assistant HAR 2 ~ American Express Financial Advisors Inc. Member NASD. An AEFA associated financial advisor franchise. Insurance and annuities ara issued by IDS Life Insurance Company. an American Express company. American Express Company is separate Imm American Express Financial Advisors Inc. and is nat a broker-dealer. Lic: 0850227 MetLife Investors USA Insurance Company P.o..ox 295 MILl?lt"e--"e'nves-ors Des Moines, IA 50301-0295 KERMIT W HOLLER 2925 MAPLE ROAD CAMP HILL, PA 17011 Date: 12-05-2003 Check No: 004057819 Partial Withdrawal Gross Payment Federal Withholding Net Payment 58,060.21 806.02 57,254.19 Contract No: A2067003 Benkovich & Associates A financial adviso~, branch March 22, 2004 Ms. Maronetta F. Miller Saul Ewing 2 North Second Street 7~h Floor Harrisburg, PA 17101-1604 Re: Eslalc of EIh(,! M. llollcr Advanced Advisor Group Jack Benkovich, CFP®. CFS Senior Financial Advisor CERTIFIED FINANCIAL PLANNERTM practitioner American Express Financial Adviaor~ Inc. IDS Ufa Insurance Company Westwood Center 4661 Trindle Road Camp Hill, PA 17011 Bus: 717.76t4208 Ext. 26 Fax: 717.761.6282 Toll Free: 800.962.8694 john.a.benkovich@aexp.com The PNC Financial Services Group Computershare Trust Co., Inc. 2 North LaSalle Street Chicago Illinois 60602 Within the US, Canada ~ Puerto Rico: 800 982 7652 Outside the US, Canada ~ Puerto Rico: 312 360 5235 Facsimile: 312 601 4335 PNC ETHEL M HOLLER 2925 MAPLE ROAD CAMP HILL PA 17011-2825 h,,llh,,llh,,,,,ll,,,Ih,hlh,h,,hhhh,,hhhh,lh,I For a change of address please call the above number. Holder Account Number C 0000385263 IND SSN/TIN Certified Uncertifled accounts are subject to wlthhetding taxes on dividend payments and sales pmcseds. The PNC Financial Services Group, Inc.. Dividend Reinvestment Plan Statement Dear Shareholder, Your Holder Account Number appears above and should be used whenever you communicate with Computershare. If you have questions regarding your account, contact Computershare shareholder services at 1-800-982-7652 or by mail al Computershare Investor Services, Post Off'me Box 3504, Chicago, IL 60690-3504. Dividend Information Record Date: 10 Oct 2003 Holder Account Number:C 0000385263 Payment Date I Class Description I Shares/Units Participating in Dividend Rainvesment I Dividend Rate ($) I Gross Dividend ($) I Deduction Amount ($) I Deduction Type I Net Dividend 24 Oct 2003 Co~,,,~ 143.688094 0.500000 71.84 Transaction History From: 01 Jan 2003 To: 24 Oct 2003 71.84 Date Transaction Description I Transaction Deduction Deduction Amount ($) J ($) Amount I TypeJ Net Price Per Total Amount ($) Share/Unit ($) Shares/Units 24 Jan 2003 Dividend Reinvestmen! 66.85 24 Apr 2003 Dividend Reinvestment 67.57 66.85 44.505000 1.502078 24 Jul 2003 Dividend Reioveslmunl 68.30 67.57 44.345000 1.523734 24 Oct 2003 Dividend Reioveslment 71.84 68.30 48.755000 1.400882 71.84 50.870000 1.412227 Summa~ of Holdings Date: 24 Oct 2003 Certificated Shares/Units Direct Registration/ Dividend Held By You Book Shams/Units I Reinveetment Shares/Units I Total Shares/Units I Closing Price Per Share/Unit ($) I Value ($) 95.000000 50.100321 145.100321 7,369.65 Optional Cash Purchase If you wish Io make an optional cash purchase at this time, please make your check payable to Computerehare. No third party checke will be accepted. Please write your Holder Account Number and the Company Name on your check. This form should ONLY be used for The PNC Financial Se~ces Group, Inc. The enclosed conlributi~ will ONLY be applied to the account referenced to the right. Attached Is a check for iS The plan allows for a minimum amounl of $50 with a maximum amount of $5,000 per month PNC im, ests optional .cas.h pay~.ents_mo?thly on the 1st. I! the Invsslment dale is a non*Ired' da funds wi O.~l.ness oay. uunn9 monlhs in which divldonds m rmid IM.~.-.-..m?. lay, _ II be invested on the next raY. ends. a._ ~ .......... u,,~ ma oe maon concurr~lly with the investment of Please note: NoUflcatlon of race p~ et' funds will not be mailed to you. No Interest will be peld on Ibe funds held pendld9 purchase, Funds received mere than ~0 day~ prior to an Inveslment Mil be returned. Holder Name: ETHEL M HOLLER Holder Account Number C OO0O385263 IND I IIIIIIllllllllllllllillllll llllllllllllllllllllllllllll Please detach this portion and mail to: Computershare P.O. Box 6006 Carol Stream IL 60197-6006 ODO000000PNC SPP1 C 0000385263 Register of Wills of Cumberland County, INVENTORY Pennsylvania Estate of Ethel M. ~oller also known as , Deceased No. 21-04-149 Date of Death November 22, 2003 Social Security No. 2 0 4 - 0 3 - 7 7 0 8 Personal Representative(s) of the above Estate, deceased, verify that the items appearing in the following inventory include all of the personal assets wherever situate and all of the real estate in the Commonwealth of Pennsylvania of said Decedent, that the valuation placed opposite each item of said ]:nventory represents its fair value as of the date of the Decedent's death, and that Decedent owned no real estate outside of the Commonwealth of Pennsylvania except that which appears in a memorandum at the end of this inventory, l/We verify that the statements made in this Inventory are true and correct. ]:/We understand that false statements herein are made subject to the penalties of 18. Pa. C.S. Section 4904 relating to unsworn falsification to authorities. Name of Dorm L. Snyder PersoJ~a~esentati.v~ Attorney: I.D. No.: 06858 Address: 2 North Second Street, 7th Floor 17101 Telephone: Harrisburg, PA (717) 257-7524 REAL ESTATE PERSONAL ESTATE See Schedules B, Description (Attach Additional Sheets if necessary) D, E and G attached Value NONE $63,057.89 Total: $63, 057.89 Note: The Memorandum of real estate outside the Commonwealth of Pennsylvania may, at the election of the personal representative, include the value of each item, but such figures should not be extended into the total of the Inventory. 93141 1 6/22/04 ~EV-1503 EX + (1.97) (I) COMMOI~,/VEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Ethel M. Holler SCHEDULE B STOCKS & BONDS FILE NUMBER 21-04 149 All property jointly-owned with the right of su~ivorship must be disclosed on Schedule F. ITEM NUMBER DESCRIPTION 2. 3. 4. U.S. Series EE Bond - #L865893533 Metlife 29 Shares @ $31.27 American Express - #021537640555002 PNC - 145 Shares @ $50.79 TOTAL (Also enter on line 2, Recapitulation) VALUE AT DATE OF DEATH 89.58 906.83 32,581.25 7,364.55 40,942.21 (If more space is needed, insert additional sheets of the same size) STF PA42021F.4 REV-1507 "EX ~- (1-97) (I) SCHEDULE D MORTGAGES & NOTES RECEIVABLE COMMON~r_ALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER Ethel M. Holler 21-04 149 All property jointly-owned with the right of survivocship must be disclosed o~ Schedule F. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1. 7,000.00 Jason Beigh TOTAL (Also enter on line 4, Recapitulation) $ '7, 000.00 (If more space is need~, insert additional sheets of the same size) STF PA42021F.8 REV- 150~' EX' + (1-97) (I) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY ESTATE OF FILE NUMBER Ethel M. H:oller 23.-04 149 Include the proceeds of litigation and the date the proceeds were received by the estate. All properb/jointly-owned with the right of survivomhip must be disclosed on Schedule F. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH System 2. 3. 4. 5. 6. State Employee Retirment PNC Bank - #5140159147 Commerce Bank Credit MetLife PEBTF Commonwealth of Pennsylvania 13,756.69 20.00 6.67 881.12 451.20 TOTAL (Also enter on line 5, Recapitulation) $ 15, 115.68 If more space is needed, insert additional sheets of the same size) STF PA42021F,9 REV.1,510 ~X..+ (1-97) (I) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE G INTER-VIVOS TRANSFERS & MISC. NON-PROBATE PROPERTY ESTATE OF FILE NUMBER Ethel M. Holler 21-04 149 This schedule must be completed and filed if the answer to any of questions 1 through 4 on the reverse side of the REV-1500 COVER SHEET is yes. DESCRIPTION Of PROPERTY % OF ITEM INCLUDE THE r~E OF TIE TRANSFEREE, TIEIR RELATIONSHIP TO DECEDENT AND THE DATE DATE OF DEATH DECD'S EXCLUSION TAXABLE VALUE NUMBER OF TRANSFER. Al'TACH A COPY OF TIE DEED FOR REAL ESTATE. VALUE OF ASSET INTEREST (IF APPLICABLE) 1. MetLife Annuity - #A2067003 58,060.21 100% 58,060.2.~ IOIAL (Also enter on line 7, Recapitulation) $ 5 8 t 0 6 0.2 1 (If more space is needed, insert additional sheets of the same size) STF PA42021F.11 JRD/June 30, 1992/17858 In Re: Estate of ETHEL M HOLLER Late of CAMP HILL BOROUGH Estate No.: 21-04-149 ORPHANS' COURT DIVISION COURT OF COMMON PLEAS OF CUMBERLAND COUNTY PENNSYLVANIA NO. 21-2004-149 NOTICE OF FAILURE TO FILE CERTIFICATION AND REQUEST TO CONDUCT A HEARING PURSUANT TO RULE 5.6(e), SUPREME COURT ORPHANS' COURT RULE Personal Representative: KERMIT W HOLLER Counsel for Personal Representative: DONN L SNYDER, ESQ Date of Grant of Original Letters: 03-10-2004 Date of Delinquency Notice: 06-20-2004 The undersigned, Glenda Farner-Strasbaugh, Clerk of the Orphans' Court, in accordance with Rule 5.6, Supreme Court Orphans' Court Rules, hereby notifies the Orphans' Court Division, Court of Common Pleas of Cumberland County, that neither the above named personal representative nor the above named counsel for the personal representative have filed with the Register of Wills or Clerk of the Orphans' Court his, her or its certification required by Rule 5.6(e), Supreme Court Orphans' Court Rule and that the requisite notice, pursuant to Rule 5.6(e), Supreme Court Orphans' Court Rules, was given by the Clerk of the Orphans' Court on JUNE 20, 2004, and that the ten (10) day notice to file the certification has expired. Accordingly, in accordance with Rule 5.6(e) the Court is hereby notified of such delinquency and the undersigned requests that a Court conduct a hearing to determine whether sanctions should be imposed upon the delinquent personal representative or counsel for the delinquent personal representative. Distribution: Date: Glenda Famer Strasb,augh ~ x,(~ ~ ~ Clerk of the Orphans Cou - (3'~ ~ Personal Representative Counsel for Personal Representative Estate File A hearing is scheduled for~ at q.,~13 in Courtroom No.,3_.~,~i~aati~fN°tlce is ~eorge-F.~c ffe:, P.J. ' ' ' filed pri°r t° the hearing date' the hearing will aut°maticallT/~?~t~V~ ~ IN RE: ESATE OF ETHEL M. HOLLER IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA ORPHANS' COURT DiVISION No. 21-04-0149 CERTIFICATION OF NOTICE UNDER RULE 5.6(a) Name of Decedent: ETHEL M. HOLLER Date of Death: NOVEMBER 22, 2003 To the Register: I certify that notice of estate administration required by Rule 5.6(a) of the Orphans' Court Rules was served on or mailed to the beneficiary of the above-captioned estate on July 26, 2004: Name Ad&ess Kermit W. Holler 2925 Maple Road, Camp Hill, PA 17011 Notice has been given to all persons known to the undersigned to be entitled thereto under Rule 5.6(a) ire Saul Ewing LLP Post Office Box 1291 Harrisburg, PA 17108-1291 Attorney for Estate 621761 7/26/04 FORM 93 - O. C. DIVISION IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA ORPHANS' COURT DIVISION IN RE: ESTATE } : : No. ~- 149 6f ~3 ETHEL M HOLLER } (Deceased) CLAIM To the Clerk of Orphans court Division: Index and make proper entry in your official records of the claim of OMNIUM WORLDWIDE, INC. for HOUSEHOLD RETAIL SERVICES (Claimant), account # 0176401104702392, in the amount of $9,579.33 against the estate of the above named decedent. This claim is filed under Section 732 (b) (2) of the Fiduciaries Act of 1949 as amended. The said decedent, who resided at 2300 FOX FIRE CIRCLE, MECHANICSBURG, PA 17055, died on November 22, 2003. Written notice of this claim was given to KERMIT HOLLER, 2925 MAPLE RD, CAMP HILL, PA 17011 (Personal representative, if any, or counsel). July 29 , 2004 ''~- ~C~nffnt)- OMNIUM WORLDWIDE, INC. 7171 MERCY RD, SUITE 400 PO BOX 6618 OMAHA, NE 68106 800-99%3778 (Claimant's Address) A~S-A~J~C 25 RECDSP 9:04:18 7/29/2004 CLIENT: HOUSEHOLD RETAIL SERVICES STATUS: ACTIVE STATUS CLI REF#: 0176401104702392 ~SOM: 42-CLAIM FILED comcT I~OmnOM] [ ~D=SS ~OmTYONI I ADDP, ESS TYPE: PRMHOM STREET: 2300 FOX FIRE CIRCLS ~AIL CODE: D~C~R CONTACT TYPE: PRMCON LANGUAGE: ~GLSH PREFIX: ~SP: P]{~REP FIRST NLME: ETHEL · DD~ I%%~E: M CITY: MECHANICSBURG LAST ~: ~5[~ STATE: PA ~XT~n: ZIP CODE: 17055 SIIFFIX: SSN: 204037708 COUNTRY: US PAWS] [ ACCOUNT: 91530099 PACI~ET: More.,, PMOI~ TYPE: no~P~ ~ CODS: 717 PREFIX: 737 EXT~;EION: -- A~S~R CODE: -- ~LL ~DE: ~L ACCOUNT STATISTICS ] PROMISED PAI~ENTS: 9579.33000 AD~STED BALAMCE: 0.00000 0.00000 PRHClPAL PAIg~ENTS: 0.00000 LISTINOBALANCE: LOCAL LISTI~ BAL: ACTIVITY: RTNRECRETURNTORECOVERY S42 CLAIM FILED CLM REPRES-FILE CLAIM WI~ PROBATE:PRO~TE CLAIM FORM 9579.33000 0.00000 More... FOLLOW UP ACTI-vlTY: REVIEW FOLLOW UP DATE: 7/30/2004 FOLLOW ~m F2,CONTIFOESEARCH FS=EXIT Fi=PRO~T F$,ADDCONTACT FT=PREVIOUS CONTACT FS=NEXTCONTACT Do Not ~ail Co:ditio~ E~ists For Co~mct Address 102749 07/29/2004 09:04:17 102749 07/29/2004 09:04:15 102749 07/29/2004 09:03:33 More,.. [ ACCO~ Am~E~rESl Fg=MISTORY F2i=MORE KEYS (DO IN RE: ESTATE OF ETHEL M. HOLLER (Deceased) IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYL VANIA ORPHANS' COURT DIVISION NO. 21-04-149 SATISFACTION OF CLAIM To the Clerk of Orphans' Court Division: Make proper entry in your official records of the claim of Omnium Worldwide, Inc. in the amount of$9,579.33 against the estate ofthe above named decedent has been settled and satisfied in full. '1:1 February ~, 2005 en ('J r,.-.... '. J I ! A - ( Claiman OMNIUM WORLDWIDE, INC. 7171 MERCY ROAD, SUITE 400 P.O. BOX 6618 OMAHA, NE 68106 800-999-3778 (Claimant's Address) , C,.M......'. GENEh~~,I.!;,ln~-,.'tR';...:-:~:"?t~ ':~a-' ':' :'; . ,_ ,. ,,: I : ""'~^".J ,I, :1\.".: .,....'\ ;!;i' SUZANNE M. TIPPiN -..:~ J..\,.~ .. r r, . ~; ...::;;;,7-;:.~::;,~ ly:Y jjiTl:T:. r:X::J.., t',U~ "11 c...._ -".- " . r -,,) <--C.. .,.\,[~.NC. I '1 . 1'''' '\ \\{, IN RE: THE EST ATE OF IN THE COURT OF COMMON PLEAS ETHEL M. HOLLER, DECEASED CUMBERLAND COUNTY, PENNSYLVANIA ORPHANS' COURT DIVISION FILE NO. 21-04-0149 SATISFACTION AND AWARD The undersigned, hereby acknowledge that Kermit W. Holler, Executor of the Estate of Ethel M. Holler, deceased, has distributed to the undersigned cash, note and securities valued at One Hundred Three Thousand Seven Hundred Fourteen and 101100 Dollars ($103,714.10) as full payment of all sums due pursuant to the Estate of Ethel M. Holler, directs and authorizes the Clerk of the Orphan's Court Division to mark satisfied of record the award which may be made in his individual favor. I L),IN WIT~~S ~EREOF, the undersigned has caused these presents to be executed this ~dayof~2005. ~~~ <.:-~/'/ ---~~//~ 6C ,- STATUS REPORT UNDER RULE 6.12 Name of Decedent: Ethel M. Holler Date of Death: November 22, 2003 Register File No. 21-04-0149 Pursuant to Rule 6.12 of the Supreme Court Orphans' Court Rules, I report the following with respect to completion ofthe administration ofthe above-captioned estate: 1. State whether administration of the estate is complete: Yes ~ No 2. If the answer to #1 is No, state when the personal representative reasonably believes that the administration will be complete: 3. If the answer to #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 -X- No_ d. Copies of receipts, releases, joinders and approvals of formal or information accounts may be filed with the Clerk ofthe Orphans' Court and may be attached to this report. (attached) Date: Marcht!t, 2005 !J ')4 0 () ~ SAUL EWING LLP POST OFFICE Box 1291 Harrisburg, P A 17108-1291 717.257.7552 ;:-,~-~ L- ',_'- - 54463.11 3/8/05