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HomeMy WebLinkAbout02-0604 -'~ PETITION FOR PROBATE and GRANT OF LETTERS AI-o~ -f.o'l Estate of Rosemary Co11anbine also known as No. To: Register of Wills for the Deceased. County of C:"~i>.,rl~..d in the Social Security No. 164-34-9454 Commonwealth of Pennsylvania The petition of the undersigned respectfully represents that: Your petitioner(s), who is/are 18 years of age or older an the executor in the last will of the above decedent, dated Apri 1 7fi and codicil(s) dated NONE named , 19....9..9.- (state relevant circumstances. e.g. renunciation, death of executor, etc.) Decendent was domiciled at death in ~"mhprl "nn County, Pennsylvania, with h er last family or principal residence at 1207 Indian Peg Road. Mechanicsburg. Monroe Township, Pennsylvania (list street, number and muncipality) Decendent, then 59 years of age, died June 17 ,lV9 2002 at Holy Spirit Hosnita1 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: NONE Decendent at death owned property with estimated values as follows: (If domiciled in Pa.) All personal property $ 4,000 (If not domiciled in Pa.) Personal property in Pennsylvania $ (If not domiciled in Pa.) Personal property in County $ Value of real estate in Pennsylvania $ 7<;,000 situated as follows: 1207 Indian Peg Rd., Mechanicsburg, PA WHEREFORE, petitioner(s) respectfully request(s) the probate of the last will and codicil(s) presented herewith and the grant of letters tp~t"mpnt"ry (testamentary; administration c.t.a.; administration d.b.D.c.t.a.) theron. . " u C " ~3 "" "," C -00 c':: cu'';: :E~ "~ BO ~ c " iii ~~ /lWI ~~ Di" ~h"r". FA 17019 OATH OF PERSONAL REPRESENTATIVE COMMONWEALTH OF PENNSYLVANIA } ss COUNTY OF r.lImhprl ann Sworn to or affirmed and before me this 1st ~ Jf1Y ~ ( ~,,~~ ~k, Mary Lew~s /7-73-1 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. subscribed ~ /lid ~~~ rJ!J, ~. Register / 1 Co> ,q' " " - '" ~ ~ ." No. 21-2002-604 Estate of Rosemarv Collanbine , Deceased DECREE OF PROBATE AND GRANT OF LETTERS AND NOW July 2nd W 2002, in consideration of the petition on the reverse side hereof, satisfactory proof having been presented before me, IT IS DECREED that the instrument(s) dated Aoril 26. 1999 described therein be admitted to probate and fIled of record as the last wiJI of Rosemary Collanbine and Letters res tamentarv are hereby granted to Michael Collanbine Lewis FEES Probate, Letters, Etc. ......... $ 60.00 Short Certificates( g) . . . . .... . .. $ 9.00 Renunciation ................ $ x-Pages (9) 27.00 JCP $ ~.OO TOTAL _ $ Filed .., J.uly. 2nd. 2.002. . . ..~. ~~~:~. \D..- It.""........ Debra K. Wallet (23989) ATTORNEY (Sup. Ct. 1.D. No.) 74 N 12nd St.. Camp Hill. FA 17011 ADDRESS (717) 737-1300 PHONE d ,'-...., t:~; r' I ~ '~} .-' IN MAILED LETI'ERS 1D ATl'ORNEY DEBRA K. WALLET ON 7-2-02 " ""'.~'" '<.C\ ".,(, This is to certify that the information here given is correctly cop i_cd from an original cc~tificate of death dull: filed with me as Local Registrar. The original certillcate will be forwarded to the State Vital Record, Ofltce for permanent IlllOg. WARNING: It is illegal to duplicate this copy by photostat or photograph. P 8313996 No. ll~il;,~~~~~# """"~~\.\" OF PEl""""" "",~~~4'J).., l~_V_ !I' - \~\ l:Fil- -~, ' \~% ~ 3.f~~- ,Ii:~ 1l. :- . .. ..., ~*~.. .-' "";*' ':>. a ,-- - ,~~ \.~ ,-<...~,l "'::. ~A> _/~'rl'\\ '""----'MEl'if.~' ~",',' '-;;"";.",#",,,,//111 ~i./~;;~ Fee for this certifIcate, $2.00 'dUM 19 2'/102 Date Hl0514JR....,V87 COMMONWEALTH OF PENNllYLVANIA. DePARTMENT OF HEALTH. VITAL RECORDS CERTIFICATE OF DEATH ON' '" '" 2, Female Sl,o;TEF'U:"lI"'BER SOCI"'LSECURITY~UMBEA 1. Rosemary Collanbine ",OE rL... B""""-Vl U~DEA 1 ~ U~OEA 1 O~ _. OlIya ,. 164 - 34 O...TE 0' 0E.0..'r1oi ,Me,"". D.,. ''N'I .. J... l7 JOC~ ~NT ., ~"'ME ~ OeCEDENT (~~._ M"""". ""1 59 _1M....... ,IRTHPv.CEIC..,."", SlItaor ~""'9nCour>lryJ OTIoiEA: ~~D A_O ~IO .. COO~TYOf'OEA"1-t Lewistown,PA , 21 Cumberland OEC OENT'SUSU...lOCCUI'AJ'ON (~..--;.....~~~"='.::~:~ A"'CE ......'_on Ir>dia~. 51",,~. WM.. Ol. (Spec",,) "'AAIT"'LSWUS.",,"tNcI M_\,,!....Ie<l.~. o.-c"'($P'COV! SURVlYINQSPOuSl1. In""'.,~"",___"""", . 11.. Laborer: tllt. Book. Distributi OECEDENT.S.....,UNG "'OOAesS /Sl,_.C~. sw.. ZoCoOeI OECEDENT'S ...CT\lM, AESIDENCI! (See""""""'" ""<Mh<l'''''&l 1207 Indian Peg Rd. Mechanicsburg,PA 17055 n..S"" 'Ph ". Widowed n..[j ..........-...I/YO<lI~ MonrOP- ~. ". fflI-tER.SN.....E(~it$!...__l.-:l 1. Dollan Marker IN'ORMNolT'SNA"E(T)'I)OiPrinll Mike COllanbine METHOO Of' lllSPOSITI~ O 1lurlIo1~ C,.m.,IonO ~ Ol.....lSl>oIcfV' ... "". ,~. ~ "'- l"'ln. Cumberland _n....lp1 'l~.o ::="'~cI MOTHEA'S ~"'''E IFit$!. M_. M~""Sur_) "'- ". Doroth Brannon \Ml'ORM"'I'fT'$lo\..\lUMQ"'OORESS(Sl,..c.~1'lOwn, SlaIe. lipCOdoIf , 199 Coffeetown Rd., Oi11sbur PA 17019 PL,.I.CE 01' DISPOSITION. N""", ot C'O'IOlery. c....,.lO<y lOC"'TIO~ > CiryJTown. 5'....Zip c...,. ._- 21.. Dillsburg Cemetery ,.. To.....l>HIQ/my~now~....ln""".."..,.,'~.,i.....""'.....,p1_.,...., ~'.........T....J 014819 [. N......EIINO'O"OOAfSSOf'l'IoCllITY n.. 219 N. Hanover UCENSE~Ut,lBEA Dillsburg, PA '1d. Ho fman-Roth Funera Horne St. Carlisle PA 17013 O.lTESIGNED (Mor1Ill.Dey._1 " lICE~SENUt,lBEA _. TI"E QF DEATH O"'TEPRONOU~CEOOEAO(M""'h.D.y,Yil"'1 ... [;": 0.. ". .:;;:...~ 17 Z-ooz. n...urt I' [n...1h.-..... illj",,,orC'''''pIic,,io,,"''I'tic~ cr.uHcll"-~"h, 00 "'" n,..,,,-,,,.,.,. olay;"",!llJCh "ClI'<Ii.co, "''Il>,..ory.''",. .I\OC~ ",,,-.011.i..,. L..onI\l'_ClI...."".oc:n_ 31t. 23C:. WAS CASe AE'ERAfO TO MeOlC"'L EX"'MINERtCOAO~EA1 YuD ".,,21 l: . WERE "'uTOPSY"~OINGS _,Ul8t.-EPRlOATO COtoIPl.ETlONOI'C"'USE OFOEIifH1 ,.. I Appow;.....,. !=-:== , J P.../lTII'OlM'.igrt___......ributlrlglO....",.bul OOI...Wll"'vin1h.~_O"""ninf'I&J(Tl .....NNI!ROI'OEAtM D...TEO"NJURY IMOfI"'.Dey.~ TIr.lEO~INJUF\Y DESCAlBEf.IOWlNJURYOCCUFlRfO INJUR...ATWQRK? ~."".. ~ o o Homiclde "'f>CIingln...ng.llon o o o PU.CEOf'INJUA.......,nom..to'm~'..'.lactory.omc. r.l. buikMv....,.ISpec,'.1 ,~. ..... 0 ~oD Ace"",'" _0 ~~ '""~ CooIdIlO'~d...rm,necl .PISOt<OONCIHG...NOCEATI,."NGPM...SICI...HIPh,.....~""'h"''''''''''''''''!Ia..'ha'''''c..,''y"'9'Oc.u..oIde.'~1 T01h._Ol...l~......~.<lOI.".""'c"'ra<I..."'."m..~.'., Indpl.c..lnddu.10'h.eau..(.f.....m1nn.,.....I..... ~3l.. 2-dJ.:2 2"'. 28... Cf:/lT1FIf.~IC"-""y~ .ctJITI,.,'NoG""YSlCI..."(pt,~<M~""'u~CII<lM1,.,_...,.,.,"'''''~,.,.h..prOflO<><lCed''''."....''''c".,,~redn..,,23l Tl>1P-._10I...yl_~.d<I.'hOCC..n-.ddW10!h......../I).""'m.M.....'0l..... " ....EDIC...lU...MINEAICORONER On Ih. ba.l. olu.m!n.llon .ndllH" In"utlg.Hon. In my oplnion,duthoec''''.d a\ I.... lIme. <1M". .nd place. .nd d..e 10 tho c......(.}.nd ...."ner..st.led.......,.................. ...................................... ..................... ......... 1'.. ~'" !Ph;>.; ~/,~/,OI ,.. d., 0 () :>- ~ o 21-20u2-604 LAST WILL AND TESTAMENT OF ROSEMARY COLLANBINE I, ROSEMARY COLLANBINE, of Mechanicsburg, Cumberland County, Pennsylvania, being of sound and disposing mind, memory, and understanding, do hereby make, publish, and declare this to be my Last Will and Testament and hereby revoke all other Wills and Codicils, if any, that I have made. FIRST: I give and bequeath all of my stuffed animals to my granddaughter, TIFFANY ANN BRESSLER, of Dillsburg, Pennsylvania, so long as she survives me by thirty (30) days. SECOND: With respect to the mobile home which I own at 1207 Indian Peg Road, Mechanicsburg, Cumberland County, Pennsylvania, my son, DAVID COLLANBINE, of Mechanicsburg, Pennsylvania, shall have the right to live in this property until his death or until he establishes a permanent residence at some other location, whichever shall first occur. J During the period of time that DAVID COLLANBINE exercises his right to this life estate in the property, DAVID COLLANBINE shall pay all expenses of living in this property, including property taxes and maintenance, together with the costs of any improvements to the property, whether necessary or cosmetic. Upon his death or the establishment of a permanent residence at some other location, the property is to be sold and the proceeds divided equally among my children then living. J j -.- d ; ~ THIRD: I give, devise, and bequeath all the rest, residue, and remainder of my Estate, of whatever nature and wherever situate, in equal shares, to those of my children who survive me by thirty (30) days: my son, MICHAEL COLLANBINE, of Dillsburg, Pennsylvania; my daughter, JUDI BRESSLER, of Dillsburg, Pennsylvania; my daughter, JODI CASSATT, of Carlisle, Pennsylvania; and my son, DAVID COLLANBINE. Should any of my children fail to survive me by thirty (30) days, but be represented by children then living, these children shall take, per stiroes, the share to which my child would have been entitled if then living. FOURTH: If any portion of my Estate shall be payable to DAVID COLLANBlNE, I direct that such portion be given to my Trustee, hereinafter named, in Trust for the following uses and purposes and upon the following terms: A. The net income of the Trust shall be paid to and be applied for my son's care, maintenance, education or support, taking into consideration that it is anticipated that he will have special needs for the balance of his natural life, at such times as my Trustee shall determine in his absolute discretion. I specifically direct that the Trustee consider available public resources, such as Social Security, medical assistance, public assistance, and the like when making distributions to the beneficiary. Only those sums necessary to supplement these resources are to be distributed. Should the income from this Trust be insufficient to provide adequate maintenance, education, or support, my Trustee, in his sole discretion, may invade the principal for this purpose. B. Should the Trust, in the sole opinion of my Trustee, be or become too small to warrant continuing such fund in trust, or should its administration be or become impractical for any other reason, or should my Trustee be of the opinion that my son's '1 1 J r J ~ condition has improved to the extent that it is no longer necessary to hold this sum in Trust, then my Trustee, in his sole discretion, may deposit the trust monies in a savings account in a savings institution of the Trustee's choosing, payable to my son. C. This Trust shall terminate upon the death of my son, DAVID COLLANBINE, and the Trustee shall pay the accumulated and undistributed principal and income then remaining in his hands at termination to those individuals listed in Paragraph THIRD herein who are alive on the thirtieth day after my son's death. Should any of the named individuals fail to survive my son by thirty (30) days, but be represented by children then living, these children shall take, per stimes, the share to which the named individual would have been entitled if then living. D. In the administration of the Trust, the Trustee shall have the following powers, deemed to be supplementary to and not exclusive of, the general powers of trustees pursuant to law and including all powers necessary to carry the same into effect, all of which shall be exercised in a fiduciary capacity: 1. To hold any or all of the Trust Estate in the form received. 2. To sell at public or private sale, to mortgage, pledge, or hypothecate or to exchange or lease (including lease for a period extending beyond the term of this Trust), any stocks, notes, securities, real estate, minerals, and other trust property, upon such terms, cash or credit, or both, as he may deem advisable. 3. To invest and reinvest the Trust Estate in investments limited to real or personal property, minerals, royalties, and leaseholds. 4. To construct, add to, repair, or demolish (in whole or in part) any improvements upon any Trust property. J ~ ~ J ~ 5. To participate in any reorganization, consolidation, merger, or dissolution of any corporation, the stocks, bonds, or other securities of which may be held at any time as part of the Trust Estate and to receive and continue to hold any property which may be allocated or distributed to it by reason of participation in any such reorganization, merger, or dissolution. 6. To make or hold investments or any part of the Trust Estate in common or undivided interests with other persons, corporations, or trusts. 7. To demand, receive, receipt for, sue for, and collect any and all rights, money, properties, or claims, to which this Trust may be entitled, and to compromise, settle, arbitrate, or abandon any claim or demand in favor of or against this Trust. 8. To borrow funds for this Trust in such amounts and for such purposes as he shall deem for the best interest of this Trust and the beneficiary thereof, and to purchase property on the credit of this Trust, and, in connection with such borrowing or such purchase, to execute and deliver promissory notes or other evidences of indebtedness of this Trust and to mortgage or pledge all or any part of the Trust Estate to secure payment of such indebtedness, and to repay such indebtedness out of the Trust Estate. 9. To employ agents, legal counsel, brokers, and assistants, and to pay their fees and expenses as he may deem necessary or advisable to carry out the provisions of this Trust. 10. To vote in person or by proxy any shares of stock which may form part of this Trust. 11. To lend money to any person or persons upon such terms, but with adequate interest and security, as he may deem advisable for the best interests of this Trust. ] ~ r- 12. To elect, appoint, and remove directors of any corporation, the stock of which shall constitute Trust property, and to act as a director and officer of any such corporation. 13. Generally, and without limitation by any specific enumeration herein, to manage, control, operate, reconvert, invest, reinvest, sell, exchange, lease, mortgage, pledge, pool, or otherwise encumber and deal with the property of this Trust, for and in behalf of this Trust and the beneficiary thereof, to the same extent and with the same powers that any individual would have in respect to his own property and funds. 14. To act freely under all or any of the powers by this agreement given to the Trustee in all matters concerning this Trust, after forming his judgment based upon all the circumstances of any particular situation as to the interest of this Trust and the beneficiary hereunder, without the necessity of obtaining the consent or permission of any person interested therein, or the consent or approval of any court, and notwithstanding that he may also be acting individually, or as trustee of other trusts, or as agent for other persons or corporations interested in the same matters, or may be interested in connection with the same matters as stockholder, director, or otherwise, provided, however, that he shall exercise such powers at all times in a fiduciary capacity primarily in the interest of the beneficiary hereunder. 15. To invest trust funds in interests in any common trust fund or funds now or hereafter established and being administered by the Trustee solely for the investment of trust funds. ~ ~ ~ ~ .~ 1 J , FIFTH: All interests of any beneficiary in the income or principal of this Estate, while undistributed and in the possession of my Executor and Trustee, even though vested and distributable, shall not be subject to attachment, execution or sequestration for any debt, contract, obligation or liability of any beneficiary and, furthermore, shall not be subject to pledge, assignment, conveyance, or anticipation. SIXTH: All inheritance, estate, and succession taxes (including interest and any penalties thereon) payable by reason of my death shall be paid out of and be charged generally against the principal of my residuary estate without reimbursement from any person. SEVENTH: In addition to all rights and powers conferred by law, I authorize and empower my Executor and Trustee and their successors, in their absolute discretion and without necessity of obtaining court approval: A. To retain any of the investments composing the principal of this trust in the form in which the same shall have been delivered to the Trustee whether or not the same be in the nature and type legal for the investment of trust funds under the laws of the Commonwealth of Pennsylvania, including the stock of any corporate fiduciary acting hereunder. B. To invest in all forms of property (including, but not by way of limitation, real estate, all types of stocks and bonds, and participations in common trust funds), without being confmed to investments prescribed by statute. C. To buy investments at a premium or discount. D. To hold property umegistered or in the name of a nominee. E. To give proxies, both ministerial and discretionary. F. To compromise claims. :1 ~ ~ d G. To join any merger,.consolidation, reorganization, voting trust plan, or any other concerted action of security holders and to delegate discretionary duties with respect thereto. H. To lend to, and buy from, my estate. I. To borrow and to pledge real and personal property as security therefor. J. To sell at public or private sale for cash or credit or partly for each, to exchange, or to lease for any period oftime, any real or personal property, and to give options for sales, exchanges, or leases. K. To allocate any property received or charge incurred to principal or income or partly to each, without being obliged to apply the usual rules of trust accounting. L. To exercise any option permitted by law which they believe to be advantageous from the viewpoint of overall tax reductions, including, without limitation of the foregoing, power and authority to claim administration or other expenses either as income tax deductions or inheritance or estate tax deductions, without regard to whether they were paid from principal or income and without requiring adjustments between principal and income for any resulting effect on income or estate taxes, and a deduction of such expenses for income tax purposes shall be given effect in computing the respective shares of all persons interested in my estate or the trusts set forth herein, even though the effect is to increase the share of one beneficiary or class of beneficiaries hereunder at the expense of another; and to make such adjustments, if any, between beneficiaries with respect thereto as they deem appropriate in view of the nature of the transaction and the amounts involved. M. To distribute in cash or in kind or partly in each. 'j j ~ r- ~ The powers granted hereunder shall be exercisable with respect to all real and personal property, including, but not limited to, income and principal held for minors or disabled beneficiaries at any time held by the Trustee and shall continue in full force, even after the termination of any trust hereunder, until the actual distribution of all property. All powers, authorities and discretion granted here shall be in addition to those granted by law and shall be exercisable without leave of court. However, nothing herein shall be interpreted or construed to encourage, authorize, empower, or permit the Trustee or Executor to act or cause anyone to act in a manner contrary to or inconsistent with accepted standards of portfolio diversification and risk management as set forth in the "Third Restatement of the Law of Trusts" as approved by The American Law Institute (1992), or the "Uniform Prudent Investor Act" as approved by the National Conference of Connnissioners on Uniform State Laws (1994). EIGHTH: I nominate, constitute, and appoint the following persons: A. My son, MICHAEL COLLANBINE, as Executor of this, my Last Will and Testament. In the event of the renunciation, death, resignation, or inability of my son to act for whatever reason in this capacity, then I nominate, constitute, and appoint my daughter, JODI CASSATT, as Executrix of this, my Last Will and Testament. B. My son, MICHAEL COLLANBINE, as Trustee of the Trust described herein. In the event of the renunciation, death, resignation or inability of my son, to act for whatever reason in this capacity, then I nominate, constitute, and appoint my daughter, JODI CASSATT, as Trustee. I direct that no representative named above shall be required to post security for the faithful performance of his/her duties in any jurisdiction insofar as I am able by law to relieve himlher of such obligation. Any of my representatives shall be entitled to reasonable compensation for the performance of the duties set forth here. IN WITNESS WHEREOF, I have hereunto set my hand and seal this Jf.'^- day of ~~Y\\ , 1999, on this, the ninth of nine typewritten pages. I have also signed the left-hand margin of the fIrst eight of these pages for purposes of identifIcation only. \11~ "--m (Jd~ ROSEMARY CO~BINE SIGNED, PUBLISHED, and DECLARED by the Testatrix, ROSEMARY COLLANBINE, as her Last Will and Testament, in the presence of us, who at her request, in her presence, and in the presence of each other, have hereunto subscribed our names as witnesses. \..OW\<.. ~.~.......,.. ~ If A lIu., ,,; "'" Vc. , f\'\U............<:..s:to~1 1>+ 1.10.).(" /i 1 rl,;yu i 1 Y! c/Stn'l , ,:;<30 FOUJ(\K\d~,- IJor~'" !-lCitrl::O b\Ar~,TA ) II i (j ACKNOWLEDGMENT Commonwealth of Pennsylvania County of Cumberland I, ROSEMARY COLLANBINE, Testatrix, 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 and Testament; that I signed it willingly; and that I signed it as my free and voluntary act for the purposes therein expressed. 'i: ~'rJ1 1$ e.1/ nJ~ R EMARY COLL NBINE Sworn or affirmed to and subscribed before me by ROSEMARY COLLANBINE, the '~I _ 'i-.l\ Testatrix, this ~day of o.fn' ) ,1999. <&~Nt)l r:Hww ry PU I Notarial Seal Jennifer L. Garner. Notary Public Camp Hill Boro. Cumberland County ,~~~,~~~i_~_~~~~,.,~xolres Aug. 27 2001 AFFIDA VIT Commonwealth of Pennsylvania County of Cumberland We, Debra K. Wallet and m(H~ ('(I, h.r'lwr ,the witnesses whose names are signed to the attached instrument, being duly qualified according to law, depose and say that we were present and saw the Testatrix sign and execute the instrument as her Last Will and Testament; that she executed it as her free and voluntary act for the purposes therein expressed; that each of us in the hearing and sight of the Testatrix signed the Will as witnesses; and that, to the best of our knowledge, the Testatrix was at that time 18 years of age or older, of sound mind, and under no constraint or undue influence. ~w..... 1L. \.J.............. It)07J d 177 ,~rl,c>l Sworn or affIrmed to and subscribed to before me by llP'cX{1- y" I llOJltt and mo,c"1 {'(\, \-o~ ,witnesses, this g,LD ~ day of ll.pr" \ , 1999. ~jj~AJ,tY~ ot ry Publ Notarial Seal Jennifer L_ Garner, Notary Public Camp Hill Boro, Cumberland County My Commission Expires Aug. 27 2001 BEFORE THE REGISTER OF WILLS, CUMBERLAND COUNTY, PENNSYLVANIA Name of Decedent Date of Death VViil No To the Register: CERTIFICATION OF NOTICE UNDER RULE 5.6 Rosemary Collanbine June 17, 2002 2002-00604 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 September 20, 2002. Name Address Michael Collanbine 199 Coffeetown Road Dillsburg, PA 17019 David Collanbine 1207 Indian Peg Road Mechanicsburg, PA 17055 Judi Bressler 1245 South York Road Dillsburg, PA 17019 Jodi Cassatt 3198 Enola Road Carlisle, PA 17013 Tiffany Ann Bressler 1245 South York Road Dillsburg, PA 17019 Notice has now been given to all persons entitled thereto under Rule 5.6(a) except: None Date: September 20, 2002 i~i.4~~'lGtti~u.t.~t- _ Debra K. Wallet, Esquire 24 N. 32nd Street Camp Hill, PA 17011 (717) 737-1300 Counsel for personal representative '~ - 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 NO. CD 002296 DUPLICATE WALETT DEBRA K ESQUIRE 24 N 32ND STREET CAMP HILL, PA 17011 ---n-nlold ESTATE INFORMATION: SSN: 164-34-9454 FILE NUMBER: 2102-0604 DECEDENT NAME: COLLANBINE ROSEMARY DATE OF PAYMENT: 03/17/2003 POSTMARK DATE: 03/14/2003 COUNTY: CUMBERLAND DATE OF DEATH: 06/17/2002 ACN ASSESSMENT CONTROL NUMBER AMOUNT 101 I $1,131.70 I I I I I I I I TOTAL AMOUNT PAID: REMARKS: MICHAEL G COLLANBINE C/O DEBRA K WALETT ESQUIRE CHECK# 2998 SEAL INITIALS: CW RECEIVED BY: REGISTER OF WILLS $1,131. 70 DONNA M. OTTO DEPUTY REGISTER OF WILLS REV.'500EX'.';<lGJ *' (7-77)-1 REV -1500 INHERITANCE TAX RETURN RESIDENT DECEDENT 00604 _ NUMBER I 1- COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE DEPT,2B0601 HARRIS~I!~~A_ 17126..:0601_ NUMBER 21 02 y~ SOCIAL SECURITY NUMBER ~ z w o w u w o '~~I~::~l~~~~~~::::~ST ANDMIDDLE INITlALI I ~:/E1 ~;~~T; (MM.DD. YEAR) --I ~A;;::;~; (MM'OD. YEAR) ! APPLICABLE) SURVIVING SPOUSE'S NAME ( LAST F~ST AND MID:L~'NITlALI ~ Ongmal Return 0 2. Supplemental Return o 4 Limited Estate 0 4a. Future Interest Compromise (date of death after 12.12.82) ~ 6. Decedent Died Testate {Attach copy 0 7. Decedent Maintained a Living Trust (Attach of Will) copyofTrust) o 9. Litigation Proceeds Received 0 10. Spousal Poverty Credit (date of death between 0 11.Election to tax under Sec. 9113(A) {Attach Sch O} --TTHI~.$BmONr.lV$'~dMI>'~AGWd~~b~6~~:%~I).j)QN~j~NTIAW~dRMAT~dowoli~~dTEl)tPTI.....____7 rA. M. E . I COMPLETE MAILING ADDRESS Debra K. Wallet ___.__u ._.____ ___ IRM NAME (If applicable) Law Offices of Debra K. Wallet 24 North 32nd Street r CampHill,PA 17011 ELI~PHONE NUMBER - 717/737-1300 ---- 1 R;;Estat~(schedUleA)--- (1) 30,000.00 2. Stocks and Bonds (Schedule B) (2) None __+ 164-34-9454 --I ~OCIAL SECURITY NUMBER ---0 3. Remainder Return (date of death prior to 12.13.82) o o THIS RETURN MUST BE FILED IN OUPUCATEWITH THE REGISTER OF WILLS w ~ :ll:$Ul u"~ W~U ~oo u"~ ~m ~ < 5. Federal Estate Tax Return Required 8. Total Number of Safe Deposit Boxes .~ ~z Ww "0 "z 00 u~ (i'i-i(if. U,lY 3. Closely Held Corporation, Partnership or Sole-Proprietorship (3) (4) (5) (6) (7) None 4. Mortgages & Notes Receivable (Schedule D) None z o ~ ~ ~ ~ < u w " 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) 9,200.95 17.55 4,367.41 None None (8) 34,367.41 (9) (10) 10. Debts of Decedent, Mortgage liabilities, & liens (Schedule I) 11. Total Deductions (total Lines 9 & 10) (11) 9,218.50 12. Net Value of Estate (Line 8 minus Line 11) (12) 25,148.91 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) 25,148.91 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 25,148.91 .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) 1,131.70 1,131.70 20. 0 CHECK HERE IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT. >>BE SUl\E TO AHSWJ::A ALL QU~lloNs ON.AJ::VEiRse sloe ANO REOHEOK MATH << Copyright 2000 form software only The Lackner Group, Inc. Form REV.1500 EX (Rev. 6.00) . Decedent's C<?mplete Address: STREET ADDRESS 1207 Indian Peg Road CITY Mechanicsburg -I----r STATE PA 'ZIP 17055 - Tax Payments and Credits: 1. Tax Due (Page 1 Line 19) 2. Credits/Payments A. Spousal Poverty Credit B. Prior Payments C. Discount (1) 1,131.70 Total Credits (A + B + C) (2) 0.00 3. InteresUPenalty if applicable D. Interest E. Penalty B. Enter the total of Line 5 + 5A. This is the BALANCE DUE. (3) 0.00 (4) ---- (5) 1,131.70 ------ (5A) (5B) 1,131.70 ---- Totallnterest/PenaJty (0 + E) 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 5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. A. Enter the interest on the tax due. 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 ~: ~:::~ ~~: ~~~t~~i~~~~~a~~ t:~~~:~~~s~at~:f~:::~;t'~ ~;~.~~f~~;~~'~~.;~~';~~~~'~'; ............................................ ..................~ ~181 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?................................................................................................................... D ~ 3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death?.. .. D ~ 4. ~~~t~~nc:~e~~~~~i:~I~~~~~:tli:,~t.i~~~~~~ ~.~~~~~~:. ~~~.~.i.t.~~. ~~. .~~~~~..~~.~~:.~.~.~~t.~. :.~~:.~~.~. ~~.i.~~.......... .......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. Under penalties of perjury, 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 prep~er gther than t~_e p~rsonal re'p're.~~nlative is ~as"~_cJ. on all information of whi~~ pre,pi:lrer h_~iI.~y knowledge. _ _ _ SIGNATURE OF PERSON~E 51 E FOR FILING RETURN ADDRESS Michael co!.!.?~ 199 Coffeetown Road //J1~ Dills!,urg, P~~019 SI-GNATURE OF-P1)€i5N RESPONSIBLE FOR FILING RETLJRN" ---- ADDRESS DATE j_/J-t>1 DATE SIGNATURE OF PREPARER OTHER THAN REPRESENTATIVE Debra K. Wallet ADDRESS DATE ~ 24 North 32nd Street Camp Hill, PA 17011 3(IO/'J 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. 99116 (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) Oi)]. The statute does not exemOE 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. 99116 (a) (1)). The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is 12% 172 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. *' SCHEDULE A REAL ESTATE COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT .~. - I ifill: NUMBER 21 - 02 - 00604 ESTATE OF Collanbine, Rosemary All real property owned solely or as a tenant in common must be re.ported 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. ITEM NUMBER 1 DESCRIPTION VALUE AT DATE OF DEATH ---- 30,000.00 1207 Indian Peg Rd., Mechanicsburg, PA (based on attached appraisal) TOTAL (Also enter on Line 1, Recapitulation) 30,000.00 'JACK . GAUGHEN ... REALTORE RA' FEB 1 9 2003 Di/lsburg Office 19 NoTth Battimore Street DiIIsburg. PA 17D19 1717) 432-0029 (717) 766-0055 (717) 432-0042 FAX Mr. Mike Collanbine, According !o the public tax file the property at 1207 Indian Peg Road has 0.5 acres. Using this information plus the fact the mobile home bas very little if any valve and the land is located back a right of way r feel the priee i3 approximately $30,000. 'fhc improvements to tile land are the well and possibly the septic, The septic system is older and sometimes when they are inspected they may have a problem, therefore, r did not add in the full price of the septic in my calculations. Any questions please feel free to call me at 432-1634. Thank you, ~~ Betty Harlan IndAOendently 0Wft.ed hid Ope~ By NRT Incorpor.tlel'l www.ier.com JACK . GAUGHEN -EilR-A REALTOR . D,u..5IlU~G Owe. 1 9 Norlh Balltmore Street Dill.burg. PA 17019 717432-0029 717766.0055 7 i 7 132-0042 FAX DEAR HOMEOWNER. "THIS ANALYSIS HAS NOT BEEN PERFOMED IN ACCORDANCE WITH THE UNIFORM STANDARDS OF PROFESSIONAL APPRAISAL PRACTICE (USPAP) WHICH REQUIRES VALUERS TO ACT AS UNBIASED, DISINTERESTED THIRD PARTIES WITH IMPARTIALITY, OBJECTIVITY AND INDEPENDENCE AND WITHOUT ACCOMMODATION OF PERSONAL INTEREST. IT IS NOT TO BE CONSTRUED AS AN APPRAISAL AND MAY NOT BE USED AS SUCH FOR ANY PURPOSE." Il'IdependcI'ILIy ()wYled And OrI:n1k:d By NR'T Inc. *' SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Collanbine, Rosemary I FILE NUMBER 21 - 02 - 00604 Include the proceeds of litigation and the dale the proceeds were received by Ihe estate. All property jointly-owned with the right of survivorshIp must be disclosed on schedule F. ITEM NUMBER I DESCRIPTION VALUE AT DATE OF DEATH 2,990.09 PNC Bank Account #5070033943 4242 Carlisle Pike, Camp Hill, P A 170 II 2 The Hartford disability payment 320.32 3 1990 Oldsmobile Calais Sedan (based on Blue Book value) 470.00 4 Personal Property (old kitchen table & 4 chairs, bed, and miscellaneous personal property) 50.00 5 Stuffed animals 15.00 6 2002 Federal Income Tax refund 522.00 TOTAL (Also enter on Line 5, Recapitulation) 4,367.41 . SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF . Collanbme, Rosemary riLE NUMBER- . 21 - 02 - 00604 Debts of decedent must be reported on Schedule I. ITEM NUMBERl' ______.. - 0--- ....___ _____ _____ A. FUNERAL EXPENSES: I Hoffman Roth Funeral Home 219 N. Hanover St., Carlisle, PA 17013 Romberger Memorials 2395 State St., Penbrook, PA 17103 Luncheon after funeral - contribution toward food prepared by relative AMOUNT DESCRIPTION 2 3 B. ADMINISTRATIVE COSTS: Personal Representative's Commissions 1. Social Security Number(s) I EIN Number of Personal Representative(s): 2. Street Address City Year(s) Commission paid Allorney's Fees Debra K. Wallet, Esq. Zip State 3. Family Exemption: (If decedent's address (s not the same as claimant's, attach explanation) Claimant Street Address City Relationship of Claimant to Decedent Slate Zip 4. Probate Fees 5. Accountant's Fees 6. Tax Return Preparer's Fees H & R Block - preparation of 2002 income taxes 7. I Other Administrative Costs PNC Bank Service Charge 2 Dillsburg Septic Excavating & Paving (septic tank cleaning) Total of Continuation Schedule(s) L TOTAL (Also enter on line 9, Recapitulation) 7,041.90 218.00 100.00 1,000.00 146.00 46.00 8.00 150.00 491.05 9,200.95 .. Schedule H Funeral Expenses & Administrative Costs continued COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ____ _u ESTATE OF . Collanbme, Rosemary 3 -j Mary A. Murray, Tax Collector (property taxes) 4 Cumberland County General Fund (tax assessment appeal fee) 5 Mail Boxes, Etc. (fax fee) 6 Photocopies, postage, mileage, etc. \ FILE NUMBER 21 - 02 - 00604 --1-- Page 2 of Schedule H 440.05 10.00 6.00 35.00 '* SCHEDULE I DEBTS OF DECEDENT, MORTGAGE LIABILITIES, & LIENS COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ~- ESTATE OF Collanbine, Rosemary I FILE NUMBER 21 - 02 - 00604 Include unreimbursed medical expenses. ITEM NUMBER 1 The Patriot-News DESCRIPTION AMOUNT 17.55 TOTAL (Also enter on Line 10, Recapitulation) 17.55 REV.1513 EX+ (9-00) . SCHEDULE J BENEFICIARIES COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Collanbine, Rosemary I I FILE NUMBER 21 - 02 - 00604 NUMBER , NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY I ---1-- TAAABC~--DISTRIB~TIONS (include outright spousal distributions) . 1 Michael Collanbine 199 Coffeetown Rd. Dillsburg, P A 17019 I RELATIONSHIP TO DECEDENT 1----""-"<>1 L;'U"''''''''I.j Son AMOUNT OR SHARE I OF ESTATIO -- ---- 1/4 of residuary estate 2 David Collaubine 1207 Indian Peg Rd. Mechanicsburg, PA 17055 Son 1/4 ofresiduary estate 3 J udi Bressler 1245 South York Rd. Dillsburg, P A 17019 Daughter 1/4 of residuary estate I 11/4 of residuary estate 4 Jodi Cassatt 3198 Enola Rd. Carlisle, PA 17013 Daughter I See Continuation Schedule(s) attached I I Enter dollar amounts for distributions shown above on lines 15 through 18, as appropriate, on Rev 1500 cover sheet , II. I NON-TAXABLE DISTRIBUTIONS: A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE lB. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS I , TOTAL OF PART II-ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET I __L_ *' COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Coll.nbine, Rosemary NUMBER SCHEDULE J BENEFICIARIES continued I. NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY [include outright spousal distributions, and transfers under Sec. 9116(a)(1 .2)] 5 ~ , jrAXABLE DISTRIBUTIONS I Tiffany Ann Bressler , 1245 South York Rd. Dillsburg, P A 17019 I FILE NUMBER 21 - 02 - 00604 ~- - RELATIONSHIP TO DECEDENT ~Not,ListTrust~e(s) IGrandChild ~ I A~~U~T OR SHARE OF ESTATE -r- - stuffed ammals Page 2 of Schedule J :1 LAST WILL AND TESTAMENT OF ROSEMARY COLLANBINE I, ROSEMARY COLLANBINE, of Mechanicsburg, Cumberland County, Pennsylvania, being of sound and disposing mind, memory, and understanding, do hereby make, publish, and declare this to be my Last Will and Testament and hereby revoke all other Wills and Codicils, if any, that I have made. FIRST: I give and bequeath all of my stuffed animals to my granddaughter, TIFFANY ANN BRESSLER, of Dillsburg, Pennsylvania, so long as she survives me by thirty (30) days. SECOND: With respect to the mobile home which I own at 1207 Indian Peg Road, Mechanicsburg, Cumberland County, Pennsylvania, my son, DAVID COLLANBINE, of Mechanicsburg, Pennsylvania, shall have the right to live in this property until his death or until he establishes a permanent residence at some other location, whichever shall first occur. d During the period of time that DAVID COLLANBINE exercises his right to this life estate in the property, DAVID COLLANBINE shall pay all expenses of living in this property, including property taxes and maintenance, together with the costs of any improvements to the property, whether necessary or cosmetic. Upon his death or the establishment of a permanent residence at some other location, the property is to be sold and the proceeds divided equally among my children then living. i J f' THIRD: I give, devise, and bequeath all the rest, residue, and remainder of my Estate, of whatever nature and wherever situate, in equal shares, to those of my children who survive me by thirty (30) days: my son, MICHAEL COLLANBINE, of Dillsburg, Pennsylvania; my daughter, IUDI BRESSLER, of Dillsburg, Pennsylvania; my daughter, JODI CASSATT, of Carlisle, Pennsylvania; and my son, DAVID COLLANBINE. Should any of my children fail to survive me by thirty (30) days, but be represented by children then living, these children shall take, per stimes, the share to which my child would have been entitled if then living. FOURTH: If any portion of my Estate shall be payable to DAVID COLLANBINE, I direct that such portion be given to my Trustee, hereinafter named, in Trust for the following uses and purposes and upon the following terms: A. The net income of the Trust shall be paid to and be applied for my son's care, maintenance, education or support, taking into consideration that it is anticipated that he will have special needs for the balance of his natural life, at such times as my Trustee shall determine in his absolute discretion. I specifically direct that the Trustee consider available public resources, such as Social Security, medical assistance, public assistance, and the like when making distributions to the beneficiary. Only those sums necessary to supplement these resources are to be distributed. Should the income from this Trust be insufficient to provide adequate maintenance, education, or support, my Trustee, in his sole discretion, may invade the principal for this purpose. B. Should the Trust, in the sole opinion of my Trustee, be or become too small to warrant continuing such fund in trust, or should its administration be or become impractical for any other reason, or should my Trustee be of the opinion that my son's '1 1 J r- J ~ condition has improved to the extent that it is no longer necessary to hold this sum in Trust, then my Trustee, in his sole discretion, may deposit the trust monies in a savings account in a savings institution of the Trustee's choosing, payable to my son. C. This Trust shall terminate upon the death of my son, DAVID COLLANBINE, and the Trustee shall pay the accumulated and undistributed principal and income then remaining in his hands at termination to those individuals listed in Paragraph THIRD herein who are alive on the thirtieth day after my son's death. Should any of the named individuals fail to survive my son by thirty (30) days, but be represented by children then living, these children shall take, per stimes, the share to which the named individual would have been entitled if then living. D. In the administration of the Trust, the Trustee shall have the following powers, deemed to be supplementary to and not exclusive of, the general powers of trustees pursuant to law and including all powers necessary to carry the same into effect, all of which shall be exercised in a fiduciary capacity: 1. To hold any or all of the Trust Estate in the form received. 2. To sell at public or private sale, to mortgage, pledge, or hypothecate or to exchange or lease (including lease for a period extending beyond the term of this Trust), any stocks, notes, securities, real estate, minerals, and other trust property, upon such terms, cash or credit, or both, as he may deem advisable. 3. To invest and reinvest the Trust Estate in investments limited to real or personal property, minerals, royalties, and leaseholds. 4. To construct, add to, repair, or demolish (in whole or in part) any improvements upon any Trust property. J r- 5 ~ 5. To participate in any reorganization, consolidation, merger, or dissolution of any corporation, the stocks, bonds, or other securities of which may be held at any time as part of the Trust Estate and to receive and continue to hold any property which may be allocated or distributed to it by reason of participation in any such reorganization, merger, or dissolution. 6. To make or hold investments or any part of the Trust Estate in common or undivided interests with other persons, corporations, or trusts. 7. To demand, receive, receipt for, sue for, and collect any and all rights, money, properties, or claims, to which this Trust may be entitled, and to compromise, settle, arbitrate, or abandon any claim or demand in favor of or against this Trust. 8. To borrow funds for this Trust in such amounts and for such purposes as he shall deem for the best interest of this Trust and the beneficiary thereof, and to purchase property on the credit of this Trust, and, in conoection with such bon:owing or such purchase, to execute and deliver promissory notes or other evidences of indebtedness of this Trust and to mortgage or pledge all or any part of the Trust Estate to secure payment of such indebtedness, and to repay such indebtedness out of the Trust Estate. 9. To employ agents, legal counsel, brokers, and assistants, and to pay their fees and expenses as he may deem necessary or advisable to carry out the provisions of this Trust. 10. To vote in person or by proxy any shares of stock which may form part of this Trust. 11. To lend money to any person or persons upon such terms, but with adequate interest and security, as he may deem advisable for the best interests of this Trust. J ~ t- 12. To elect, appoint, and remove directors of any corporation, the stock of which shall constitute Trust property, and to act as a director and officer of any such corporation. 13. Generally, and without limitation by any specific enumeration herein, to manage, control, operate, reconvert, invest, reinvest, sell, exchange, lease, mortgage, pledge, pool, or otherwise encumber and deal with the property of this Trust, for and in behalf of this Trust and the beneficiary thereof, to the same extent and with the same powers that any individual would have in respect to his own property and funds. 14. To act freely under all or any of the powers by this agreement given to the Trustee in all matters concerning this Trust, after forming his judgment based upon all the circumstances of any particular situation as to the interest of this Trust and the beneficiary hereunder, without the necessity of obtaining the consent or permission of any person interested therein, or the consent or approval of any court, and notwithstanding that he may also be acting individually, or as trustee of other trusts, or as agent for other persons or corporations interested in the same matters, or may be interested in connection with the same matters as stockholder, director, or otherwise, provided, however, that he shall exercise such powers at all times in a fiduciary capacity primarily in the interest of the beneficiary hereunder. 15. To invest trust funds in interests in any common trust fund or funds now or hereafter established and being administered by the Trustee solely for the investment of trust funds. J ~ " ~ ~ .1" 1 ~ FIFTH: All interests of any beneficiary in the income or principal of this Estate, while undistributed and in the possession of my Executor and Trustee, even though vested and distributable, shall not be subject to attachment, execution or sequestration for any debt, contract, obligation or liability of any beneficiary and, furthermore, shall not be subject to pledge, assigmnent, conveyance, or anticipation. SIXTH: AIl inheritance, estate, and succession taxes (including interest and any penalties thereon) payable by reason of my death shall be paid out of and be charged generally against the principal of my residuary estate without reimbursement from any person. SEVENTH: In addition to all rights and powers conferred by law, I authorize and empower my Executor and Trustee and their successors, in their absolute discretion and without necessity of obtaining court approval: A. To retain any of the investments composing the principal of this trust in the form in which the same shall have been delivered to the Trustee whether o~ not the same be in the nature and type legal for the investment of trust funds under the laws of the Commonwealth of Pennsylvania, including the stock of any corporate fiduciary acting hereunder. B. To invest in all forms of property (including, but not by way of limitation, real estate, all types of stocks and bonds, and participations in common trust funds), without being confined to investments prescribed by statute. C. To buy investments at a premium or discount. D. To hold property unregistered or in the name of a nominee. E. To give proxies, both ministerial and discretionary. F. To compromise claims. ~ ~ r;] d G. To join any merger, .consolidation, reorganization, voting trust plan, or any other concerted action of security holders and to delegate discretionary duties with respect thereto. H. To lend to, and buy from, my estate. I. To borrow and to pledge real and personal property as security therefor. J. To sell at public or private sale for cash or credit or partly for each, to exchange, or to lease for any period of time, any real or personal property, and to give options for sales, exchanges, or leases. K. To allocate any property received or charge incurred to principal or income or partly to each, without being obliged to apply the usual rules of trust accounting. L. To exercise any option permitted by law which they believe to be advantageous from the viewpoint of overall tax reductions, including, without limitation of the foregoing, power and authority to claim administration or other expenses either as income tax deductions or inheritance or estate tax deductions, without regard to whether they were paid from principal or income and without requiring adjustments between principal and income for any resulting effect on income or estate taxes, and a deduction of such expenses for income tax purposes shall be given effect in computing the respective shares of all persons interested in my estate or the trusts set forth herein, even though the effect is to increase the share of one beneficiary or class of beneficiaries hereunder at the expense of another; and to make such adjustments, if any, between beneficiaries with respect thereto as they deem appropriate in view of the nature of the transaction and the amounts involved. M. To distribute in cash or in kind or partly in each. 'J r- J 1 The powers granted hereunder shall be exercisable with respect to all real and personal property, including, but not limited to, income and principal held for minors or disabled beneficiaries at any time held by the Trustee and shall continue in full force, even after the termination of any trust hereunder, until the actual distribution of all property. All powers, authorities and discretion granted here shall be in addition to those granted by law and shall be exercisable without leave of court. However, nothing herein shall be interpreted or construed to encourage, authorize, empower, or permit the Trustee or Executor to act or cause anyone to act in a manner contrary to or inconsistent with accepted standards of portfolio diversification and risk management as set forth in the "Third Restatement of the Law of Trusts" as approved by The American Law Institute (1992), or the "Uniform Prudent Investor Act" as approved by the National Conference of Commissioners on Uniform State Laws (1994). EIGHTH: I nominate, constitute, and appoint the following persons: A. My son, MICHAEL COLLANBINE, as Executor of this, my Last Will and Testament. In the event of the renunciation, death, resignation, or inability of my son to act for whatever reason in this capacity, then I nominate, constitute, and appoint my daughter, JODI CASSATT, as Executrix of this, my Last Will and Testament. B. My son, MICHAEL COLLANBINE, as Trustee of the Trust described herein. In the event of the renunciation, death, resignation or inability of my son, to act for whatever reason in this capacity, then I nominate, constitute, and appoint my daughter, JODI CASSATT, as Trustee. I direct that no representative named above shall be required to post security for the faithful performance of his/her duties in any jurisdiction insofar as I am able by law to relieve him/her of such obligation. Any of my representatives shall be entitled to reasonable compensation for the performance of the duties set forth here. IN WITNESS WHEREOF, I have hereunto set my hand and seal this ~(,"'- day of A~~l , 1999, on this, the ninth of nine typewritten pages. I have also signed the left-hand margin of the fIrst eight of these pages for purposes of identifIcation only. \;t~ 'm (Jd~ ROSEMARY CO~BINE SIGNED, PUBLISHED, and DECLARED by the Testatrix, ROSEMARY COLLANBINE, as her Last Will and Testament, in the presence of us, who at her request, in her presence, and in the presence of each other, have hereunto subscribed our names as witnesses. \.Ow.... ~....,)~ 61'1 AII...".l;~ Ot. ~~.",.cb~I?'" i.1l>.1-J"" -mOtu 117') cIolJ}_1 I ~30 FOlA)(\Kid~}_ North ~C\rrl::" b'1f~,PA ) ;11 () ACKNOWLEDGMENT Commonwealth of Pennsylvania County of Cumberland I, ROSEMARY COLLANBINE, Testatrix, 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 and Testament; that I signed it willingly; and that I signed it as my free and voluntary act for the purposes therein expressed. ~frI~!:!,J~ Sworn or affirmed to and subscribed before me by ROSEMARY COLLANBINE, the .')/ _ 'f.h Testatrix, this ~day of Ufn'l ,1999. ~)j oIvurw ry PIi i Notanal Seal Jennifer L. Garner, Notary Public Camp Hill Bora. Cumberland County i Mv Commissior'l ExpIres Aug. 27 2001 ---~--~- AFFIDA VIT Commonwealth of Pennsylvania County of Cumberland We, Debra K. Wallet and ml1f~ m. h.r~wr ,the witnesses whose names are signed to the attached instrument, being duly qualified according to law, depose and say that we were present and saw the Testatrix sign and execute the instrument as her Last Will and Testament; that she executed it as her free and voluntary act for the purposes therein expressed; that each of us in the hearing and sight of the Testatrix signed the Will as witnesses; and that, to the best of our knowledge, the Testatrix was at that time 18 years of age or older, of sound mind, and under no constraint or undue influence. ~o\An.c..1LW~ {f)(]/U J m '-~afl'i Sworn or affirmed to and subscribed to before me by 'hf'bcn Ill, I ,::oJle.t and mOJ\,,\, fYI, \-o~ ,witnesses, this ~19'l-h day of C'lfr.' \ ,1999. ~ J1~ I?Ncww o ry Publ Notarial Seal Jenni1er L. Garner. Notary Public Camp Hill Bora. Cumberland County My Commission Expires Aug. 27 2001 Register of Wills of Cumberland County, Pennsylvania INVENTORY Estate of Collanbine, Rosemary also known as , Deceased No. 21 - 02 - 00604 Date of Death 6/17/2002 Social Security No. 164-34-9454 Michael Collanbine The 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 located in the Commonwealth of Pennsylvania of said Decedent, that the valuation placed opposite each item of said Inventory represents its fair value as of the date of the Decedent's death, and that the Decedent owned no real estate outside of the Commonwealth of Pennsylvania except that which appears in a memorandum at the end of this Inventory. IflNe verify that the statements made in this Inventory are true and correct. IflNe understand that false statements herein are made subject to the penalties of 18 Pa. C. S. Section 4904 relating to unsworn falsification to authorities. Attorney: Debra K. Wallet Personal Representative Signature: 1.0. No.: 23989 Signature: Michael Collanbine JYUjdL- :]-1"3-0 ~ Signature: Address: 24 North 32nd Street Camp Hill, PA 17011 Address: 199 Coffeetown Road Dillsburg, P A 17019 Telephone: 717/737-1300 Telephone: (717) 432-7652 Dated: :J -11-0 J Personal Property PNC Bank Account #5070033943 4242 Carlisle Pike, Camp Hill, P A 170 II 2,990.09 The Hartford disability payment 320.32 1990 Oldsmobile Calais Sedan (based on Blue Book value) 470.00 Personal Property (old kitchen table & 4 chairs, bed, and miscellaneous personal property) 50.00 Stuffed animals 15.00 2002 Federal Income Tax refund 522.00 Total Personal Property $4,367.41 (Attach additional sheets if necessary) Total Personal Property and Real Estate $34,367.41 Register of Wills of Cumberland County, Pennsylvania INVENTORY continued , Deceased No. 21 - 02 - 00604 Date of Death 6/17/2002 Social Security No. 164-34-9454 Estate of Collanbine, Rosemary also known as Real Estate 1207 Indian Peg Rd., Mechanicsburg, PA (based on attached appraisal) 30,000.00 Total Real Estate $30,000.00 2 Y- BEFORE THE REGISTER OF WILLS, CUMBERLAND COUNTY, PENNSYLVANIA CERTIFICATION OF NOTICE UNDER RULE 5.6(a) Name of Decedent: Rosemary Collanbine Date of Death: June 17, 2002 Will No. 2002-00604 To the Register: 1 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 September 20, 2002. Name Address Michael Collanbine 199 Coffeetown Road Dillsburg, PA 17019 David Collanbine 1207 Indian Peg Road Mechanicsburg, PA 17055 Judi Bressler 1245 South York Road Dillsburg, PA 17019 Jodi Cassatt 3198 Enola Road Carlisle, PA 17013 Tiffany Ann Bressler .,' 1245 South York Road Dillsburg, PA 17019 Notice has now been given to all persons entitled thereto under Rule 5.6(a) except: None Date: September 20, 2002 ..oINt..- {(.IA .\w...r Debra K. Wallet, Esquire 24 N. 32nd Street Camp Hill, PA l70ll (717) 737-1300 Counsel for personal representative S7A~US 2S?CR~ UNDER RULE 6.11 Name of Decedent: Rosemary Collanbine Date of Death: June 17, 2002 Will No. 2002-00604 .'-.dmin. No. Pursuant t:J Cc~r~ Rules, I =2Fc=~ the 2Cmlnistraticn c: Ru2.e 'C~e the 6.12 of the Supreme Court f.'Jllr:-.......inq ~,,'i 1::-: respect to cbcv~-c2ptic~ed estate: Orphans' c'J!!1.pl.~"':.i.'Jn 'Jf 1. State ~hetjer 2drni~ist=at~on of the esta~e is ccrn~let~: y~s No X 2. Ir t~e 2ns~er is Nc, re=resentati72 reascna~ly believes cemele':e: 9/30/04 sta'Ce when the oersona: t~at t~e 2~minist~ati~n ~ill be If the a:ls......e= t~ No. _ 2..5 ~e5, s...~....~ '---'-- ....:-c l.-.J._ i:; 2. 2.::...;:.::,; : 2. Ci~ ~~e ~e=3c~al =9;=2ssn~a'C~7g f~le a ~i~a2. a~~c~::~ ~~~~ ~~~ C::~~~7 ~I .es ;lC c. ':':-.e 5e~a=2..te C=;:r.2~S' C::1":'=~ Nc. (1.: 2.:1Y) ,...-- the pe=scnal ==9r2sen~a~i7e's acc=un~ is: accour:1: c. infcr:r12.11y Cie the ge=so~a~ =e9==se~ta~ive sta~~ an to the p2=~ies in in~2~est? Yes Nc ~ C-~iQS o~ ~~reipt:s -~l-as-s ].~i~~o-- ~~c' ~. '_.=-__ J.. "'-__ _... , .;.,__'= '=, -'_~~~_';"'~ co... acorovals of formal c= informal accounts may be filed with ~he C~~k of t~e Orphans' Ccu=t and ma}" be attached to this =e9c=~. De te: 6/16/04 I. Ow.... 1'. J-...r- Signature Debra K. Wallet, Esq. Name (Please type or print) 24 N. 32nd St., Cam~ Rill, FA 17011 Address 'n f:r!' VJ. (717) 737-1300 Tel. No. C,-pac i ty: Personal Representative X Counsel for personal representative t-, "'" ,;If (l-'_'\.H: rmf I A113) ,j) ~ a:. ~'~ ~ 0.., . \;f I- '(l'l ',::)M 'bO~~::'(n_ o.-~_oS~ ~~~ 'O-jfl-~'::l tfl, :J.,:.o ? - Cl ....... C'~ %N ~~ '" lI~~~ g ~ t.; ~ CJ " . . . \~ -- -: -- =: .::; 1 ::: '; :::; ; - ('/) <;; I:.. \jJ >d -;:j ',.;. d.. U . . $ .~'" .;I., \l1 -.;:. <:.t.. P3. O.C. Rule 6.12 STATUS REPORT REGISTER OF V/!LLS OF CUMBERLAND COlJ~TY, PENNSYL V.-\NT.-\ Name of Decedent: RosE:llTlary Collanbine Dare of Death: June 17, 2002 File Number: 2002-00604 Pursuant to Pa. O.c. Rule 6.12, I repon the following with respect to completion of the administration of the above-captioned estate: 1. State vvhether administration of the estate is complete: . . . . . . . . . . . . . . . . . . " 0 Yes ~)io 7 If the answer is No, state when the personal representative reasonably believes that the administration will be complete: unknown 3. If the answer to )io. 1 is 'YES. state the following: a. Did the personal representative file a final account with the Coun? . . . . . .. 0 Yes 0 No b. The separate Orphans' Court No. (if any) for the personal representative's account is: . C. Did the personal representative state an account informally to the parties in interest? ............................... 0 Yes 0 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 anached to this report. Signature a/Person Filing this Fonn \I1.M.~~ Dare 5/29/07 Capacity: 0 Personal Representative ~ Counsel Debra K. Wallet, Esq. Name a/Person Filing thIS Fonn 24 N. 32nd St. Address ..... I! ~ I : I I ,-. i '.1 i (" i\ . ,.j Camp Hill, PA 17011 (717) 737-1300 Telephone ....' ',- \. Fonn RW-IO rev. 10.13.06 ~ Pa. O.C. Rule 6.1? ST~TLS REPORT EZ=CISTi=R OF ~~iLLS Or CUN>BERLAND CQC,~T~", PE:~`~;SYL~".a~T.a Varnz or Deczdeat: Rosemary Collanbine June 17, 2002 2002-00604 Dat~° or DeatS: Fiiz ~umbzr: Pursuant Co Pa. O.C. R'aiz o.1?. I repot :`:z i'ollowins with resoeCC i0 C^vlTipi°.t10n Oi t.`le adn"i1rilSr~CiOn Ji the ::cove-cactionzd zst~tz: 1. Statz wnzt.",zr ad~l,inist.ation of t:e estatz is comcietz: .................... ~ ~ ~s y~ ~+o _. I; the answer is Rio, state when the personal represer~t~tive reasonably believes t hat the adr..:r:isration will be compiete: un}mown ~. I= .::e ans~.vzr to ~~o. i is ~S_ sta:_ .-;e ollctivin?. a_ Did the ,ersorai r orese:aative tiiz a iina! account ~,vith :bz Coin.' ....... ~ Yes ~ vo b. i ae secar:~tz Or,~nans' Ccurt Rio. (if amp) for the personal renresentztive's account is: c. Did the personal re~resentstive state an account irfornally to t!`te parties in interest? ............................... '~ Yzs ~ ~+o d. Copies of receipts, relerses, joinders and approvals of formal or infon~.al accounts may be filed with the Cler:t of the Orphans' Court and may be at-, ached to this repot. Y ~ mare 6/4/08 • _ ,iignarure of Peron Fiiing rnzs Norm Csnacirr ~ P°rsonal ~zpreseatative ~ Counsel 'Debra K. Wallet, Esq. :Name of Person Filing :hu r^orn ~~ `~~-~ ~; .'::'~d~,!!`l~i 24 N. 32nd St. ~~i~~v W r! V~'`V t~~~0 address ~~ ?d~~`i~ camp x111, Pa 17011 :~f Nd ~_ ~(~~ $Q(~~ (717) 737-1300 i ale~none `~ r~ ~ ~n , ~ ~ ir`, 1' i r FornrRW-!0 rev. lO.i:.06 Pa. O.C. Rule 6.12 STATUS REPORT REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYLVANIA Name of Decedent: Rosemary Collanbine Date of Death: June 17, 2002 File Number: 2002-00604 Pursuant to Pa. O.C. Rule 6.12, 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 :.................... Q Yes /®No 2. If the answer is No, state when the personal representative reasonably believes that the administration will be complete: unknown 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 b. The separate Orphans' Court No. (if any) for the personal representative's account is: c. Did the personal representative state an account informally to the parties in interest? ............................... ^ Yes ^ No d. Copies of receipts, releases, joinders and approvals of formal or informal accounts may be filed with the Clerk ofthe Orphans' Court and may be attached to this report. to 6/30/09 ~~ x• ~"~#" Signature of Person Filing this Farm Capacity: QPersonal Representative /QCounsel Debra K. Wallet, Esq. Name of Person Filing this Form 24 North 32nd Street ~Yfl~ ~°!,i ' ,~- ,~ ~ ~, ~ { j~~ ~ Address Camp Hill, PA 17011 ... 1.1 t' l~l i ~~' \..:~.J~~I ~ = I ~ J -~~~ ''` ~ (717) 737-1300 ``~ -y -y Telephone - -, Form RW-1.0 reu ,IO.f3:~b Pa. O.C. Rule 6.12 STATUS REPORT REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYLVANIA Name of Decedent: Collanbine Rosemary Date of Death: 06/17/2002 Pursuant to Pa. O.C. Rule 6.12, I report the following with respect to completion of the administration of the above-captioned estate: 1. State whether administration of the estate is complete: ^ Yes ,~ No 2. If the answer is No, state when the personal representative reasonably believes that the administration will be complete: 3. it the answer to No. 1 is YES, state the following: a. Did the personal representative file a final account with the Court? ^ Yes ^ No b. The separate Orphans' Court No. (if any) for the personal representative's account is: c. Did the personal representative state an account informally to the parties in interest? ^ Yes ^ No d. Copies of receipts, releases, joinders and approvals of formal or informal accounts may be filed with the Clerk of Orphans' Court and may be attached to this report. oats 06/10/2011 C...- G' [1 ~ ~ .. ~ ~ LLQ~ i.~_ ~.+_ > Q Q~~ ~ 4...., C,,... n ~c ~, ~"= ~ . ~~ ~~ i ~ ~i ~.~~ ~ ~ ~~~. ~~~ U Form Rw 10 Rev13-2006 File Number: 21 - 02 - oosoa u0,,~,, x w1~,~,~- Signature of Person Filing this Form Capacity: ^ Personal Representative ^ Counsel Debra K Wallet Name of Person Filing this Form 24 North 32nd Street Address Camp Hill, PA 17011 City, State, Zip 717/737-1300 e-epnone Copyright (c) 2006 form software only The Lackner Group, Inc. Pa. O.C. Rule 6.12 STATUS REPORT REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYLVANIA Name of Decedent: Rosemary Collanbine Date of Death: 06/17/2002 File Number: 21 - 02 - 00604 Pursuant to Pa. O.C. Rule 6.12, 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: 2. If the answer is No, state when the personal representative reasonably believes that the administration will be complete: unknown 3. If the answer to No. 1 is YES, state the following: a. Did the personal representative file a final account with the Court? b. The separate Orphans' Court No. (if any) for the personal representative's account is: ^ Yes ~ No ^ Yes ^ No c. Did the personal representative state an account informally to the parties in interest? ^ Yes ^ No d. Copies of receipts, releases, joinders and approvals of formal or informal accounts may be filed with the Clerk of Orphans' Court and may be attached to this report. Date 05/31/2012 tc~~ ~7 'a J1 t ~ v ~a ~ ~ ~_ J ~ , ~ u... _ ~ ~'.~~.. ~ rlZ ~ .. ~~ .. ,, r~ ci >"~ ~ ' ~ O GV Form RW-'lO Rev. 10-13- 2006 t~,~.. Y. ,~.,~,.,t, Signature of Person Filing this Form Capacity: ^ Personal Representative ~ Counsel Debra K Wallet Name of Person Filing this Form 24 North 32nd Street Addn=ss Camp Hill, PA 17011 Cdy, State, Zip 7171737-1300 ~ e~epnone Copyright (c) 2006 form software only The Lackner Group, Inc. al E~ Pa. O.C. Rule 6.12 STATUS REPORT REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYLVANIA Name of Decedent: Rosemary Collanbine Date of Death: 06/1712002 File Number: 21 -02 -00604 Pursuant to Pa. O.C. Rule 6.12, 1 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 [91 No 2. If the answer is No, state when the personal representative reasonably believes that the administration will be complete: unknown 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 b. The separate Orphans' Court No. (if any) for the personal representative's account is: c. Did the personal representative state an account informally to the parties in interest? ❑ Yes ❑ No d. Copies of receipts, releases,joinders and approvals of formal or informal accounts may be filed with the Clerk of Orphans' Court and may be attached to this report. oat. 05/10/2013 Signature of Person Filing this Form Capacity: ❑ Personal Representative ❑ Counsel � r G W -1 Debra K Wallet U zz ta- CJ Name of Person Filing this Fonn CT_ U �� ° z 24 North 32nd Street U dal .-1 J Q CC Address n `' Q m Camp Hill, PA 17011 O <g O M City,State,Zip w 717/737-1300 cx� G Telephone Form RW-10 Rev 1043-2006 Copyright(c)2006 form software only The Leaner Group,Inc. CJ Pa. O.C. Rule 6.12 STATUS REPORT REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYLVANIA Name of Decedent: Rosemary Collanbine Date of Death: 06/17/2002 File Number: 21 -02 -00604 Pursuant to Pa. O.C. Rule 6.12, 1 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 [91 No 2. If the answer is No, state when the personal representative reasonably believes that the administration will be complete: unknown 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 b. The separate Orphans' Court No. (if any)for the personal representative's account is: c. Did the personal representative state an account informally to the parties in interest? ❑ Yes ❑ No d. Copies of receipts, releases,joinders and approvals of formal or informal accounts may be filed with the Clerk of Orphans' Court and may be attached to this report. Dale 05/0912014 VAb w.%Ic,tJ.i&.41- Sgnatom of Person Filing this Form O Cn O LL _j CV 2 Capacity: ❑ Personal Representative Counsel CY CS 6 o cr n- ° o o Debra K Wallet uj [4 ,,.. z Name of Person Filing this Form w u_f ry z -a oH. �_! � -cc _j C3 `� � " a w 24 North 32nd Street U W !_ � CQ Add.. � _ Camp Hill, PA 17011 V Qty,Stat,Zic 717/737-1300 Telephone Form RW-10 Rev.10-13-2006 Copyright(c)2006 form software only The Lackner Group,Inc. O / Pa. O.C. Rule 6.12 STATUS REPORT REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYLVANIA Name of Decedent: Rosemary Collanbine Date of Death: 06/17/2002 File Number: 21 -02 -00604 Pursuant to Pa. O.C. Rule 6.12, 1 report the following with respect to completion of the administration of the above-captioned estate: 1. State whether administration of the estate is complete: ❑ Yes ® No 2. If the answer is No, state when the personal representative reasonably believes that the administration will be complete: unknown 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 b. The separate Orphans' Court No. (if any)for the personal representative's account is: c. Did the personal representative state an account informally to the parties in interest? ❑ Yes ❑ No d. Copies of receipts, releases,joinders and approvals of formal or informal accounts may be filed with the Clerk of Orphans' Court and may be attached to this report. Date 05/22/2015„ Signature of Person Filing this Form Capacity: ❑ Personal Representative R Counsel Debra K Wallet U) U-3 Name of Person Filing this Form Ua N C.. 24 North 32nd Street Address Camp Hill, PA 17011 U City,State,Zip ; 717/737-1300 c i a— � Telephone Form RW-1 C6v.,,�-13-20F.-- © copyright(c)2006 form software only The Lackner Group,Inc. W Lfl> CJ cam,,