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HomeMy WebLinkAbout02-0790Register of Wills of Dauphin County, Pennsylvania PETITION FOR GRANT OF LETTERS Estate of ~( A7~i Yi/ ~Al ~~ /~ v~ vL,l._E`.d~Fl£'~.~~' No. ~I ~Vp~ "'~ also known as '- ATH/?Y>,l /~(, 501. ~ F,1/Rf /T - ~/? Deceased Social Security No.17~ '~!-U7S, Petitioner(s), who is/are 18 years of age or older, apply(ies) for (COMPLETE "A" OR "B" BELOW:) ® A. Probate and Grant of Letters and aver that Petitioner(s) is/are the execut d S named in the Last Will of the Decedent, dated S/~'1 ~9.~1 and codicil(s) dated Z~.Zy /9''7 State relevant circumstances, e.g., renunciation, death of executor, etc Except as follows, Decedent did not marry, was not divorced and did not have a child born or adopted after execution of the documents offered for probate; was not the victim of a killing and was never adjudicated incapacitated: (COMPLETE IN ALL CASES:) Attach additional sheets if necessary. Decedent was domiciled at death in 1~,~ ,otB~,21.-.4,,i County, Pennsylvania, with his/her last family or principal residence at _t1/Id__er'~it'_C/~/~.f~~ 1~'IA,e~,ET -~/a2.~F~ T ~,q.~~ ~ ffi~~ Pq /~Ol/ (list street, umber and muniapality) Decedent, then ~~ years of age, died oQ~~'oST ..:?l , ~, at (/~/Ul f ~~ i~ ~ . /Ji4 (Location) Decedent at death owned property with estimated values as follows: (if domiciled in PA) All personal property ..................................... Iif not domiciled in PA) Personal property in Pennsylvania .................. (If not domiciled in PA} Personal property in County ............................ Value of real estate in Pennsylvania ...................................................................................... Real Estate situated as follows: Total ................_ .._.......................................................................................... Wherefore, Petitioner(s) respectfully request(s) the probate of the Last Will and Codicil(s) presented with this Petition and the grant of letters in the appropriate form to the undersigned: Signature Typed or printed name and residence ~/~~~ ~,t~c s~ G~-,1 u~f.',ll~.~-~-.[7.3~~ .o RW-7 7-'~~ 1~ B. Grant of Letters of Administration (c.t.a., d.b.n.c.t.a.: pendente life, durante absentia; durante minoritate) Petitioner(s) after a proper search has/have ascertained the Decedent left no Will and was survived by the following spouse (if any) and heirs.. Oath of Personal Representative Commonwealth of Pennsylvania COUnty Of Dauphin The Petitioner(s) above-named swear(s) and 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 representative(s) of the Decedent, Petitioner(s) will well and truly administer the estate according to law. Sworn to and affirmed and subscribed before me this 30th t day of , ~ ~ 200?_ L~E:l~r.t~~'t~QC~' 2~~?~./I.~c'r~_; Donna M. Otto,lst DECREE OF REGISTER ~ Estate of g7/~,If~~rtl /~(~,~`f/~' vc, L L. ~~,d ,cgs ~ 21-2002-790 /~ -~~~ ~ Deceased No. also known as ~ /LfIT}~/F i/y ~ SOG - A/f i F~ F',F' Social Security No: / ~02 °C>/' f'~ ''~~~ Date of Death: ~ J -~ G ~C~_3~ AND NOW, August 30th 2002 in consideration of the Petition on the reverse side hereon, satisfactory proof having been presented before me, IT IS DECREED that Letters ®Testamentary ^ of Administration (c.t.a., d.b.n.c.t.; pendente life; duran/te~absentia; durante minoritate) are hereby granted to ~AME AR ~~ n/ ~ r E,2sN~t c(l ~nd~~,~E~T ~~ (~ r 1S ~L ~ in the above estate and that the instrument(s), if any, dated described in the Petition be admitted to probate and filed of record as the last Will of Decedent. FEES Letters ........................ COd1C11 Short Certificate(s) lQ Renunciation ............... Affidavit ( ) ............. Extra Pages ( 8 ).... Codicil ....................... JCP Fee ...................... Inventory & Tax Forms. Other ............ .. $ 270.00 10.50 $ 30.00 .. $ .. $ . $ 24.00 .. $ 5.00 ... $ .. $ TOTAL $ 339.50 f Donna M. Otto 1S'IR~~putyll~Q~~~ '-. J ~ Attorney: Barbara G. Graybill Esquire # 39857 I.D. No: 39857 Address: 4720 Old Gettysburg Road _ Mechanicsburg,PA 17055 Telephone: (717) 761-1880 DATE FILED August 30th, 2002 RW-7A MAILED LETTERS TO A'I'lORNEY ON 8/30/02 ,iis is to certify' that the information here given is correctl~~ copied frolu an original certificate of death duly filed with me as Local Registrar. The original certificate will be forwarded to the titate Viral Records Office for permanent filing. WARNING: It is illegal to duplicate this copy by photostat or photograph. FeT~ for this certifcate, 52.00 ~jH OF p~ ~ Illrr ' \ _.,.- oz! ~ ~z '"^"~ ~caf• Rc~isttil {- ~"-4-'t-e=~s~'-4~,.,;:_'.,._..... a,. ~.~' _P X38704$ ='9r E ToF~``P~'11 No. Uare 17 Rev. 2187 COMMONWEALTH OF PENNSVLYANIA • DEPARTMENT OF HEALTH • VITAL RECORDS CERTIFICATE OF DEATH NT,f STATE FILE NUMBER ~~ ~~ Kathryn M. Sollenberger SE% SIiCIAL SECURITY NUMBER DATE OF DEATH ,MCnm. Day, rear) ~ ~ AGE (Last eirtnoayl UNDER t YEAR UNDER 1 DAY DATE OF BIRTH 2. female ]. 172 - O1 - 0781 .. August 26, 2002 BIRTHPUCE :C•ry antl MwnM r Daye Hoe! . MirWlp~ 'Alnnln. Day rl ~talea fore gn l,ounlry) PIACE OF DEATH IC"xx n,v - -__ Y~u~e-,ee ~n~nur:lxwnnn irlYr ,del 96 yn June 23, HOSPITAL. OTNER: Baltimore, MD 5' e. 1906 , Irtpal,enl^ Ewowpsn.nl iJ DDA^ "°°'^~ an.r Hem. ~ RpWruw ~7 ^ . COUNTY OF DEATH CITY, BORO. iWP OF DEATH FACRfi\' NAME Ot nw,nv~luo°n give wes sp~,nl ~ t and n nb ur ar' WAS DECEDENT OF HISPANIC ORIGIN? RACE ~ Amerlpan IMian &e°k WtMe elc Cumberland Cam Hill w P ManorCa , , . . "b~1 Yea^dYp.ipeC,/yawn. (SCI ~ . k re DECEDENT'S USUAI OCCUPRION KIND OF BUSINESSlINDUSTRY WA M•.tian.PwneRaan,ap. white a. ,C S DECEDENT EVER IN (Give wnddwaa done sungrrwal of waking nle; do not use rNaed 1 U S. ARMED FORCES7 . DECEDENT'S EDUCATION MARITAL STATUS~Marr,ed SURVIVING SPOUSE S a,l n Rst. rade ccvn W N ~- Parts Manufacturing ~•^ ~'+°~ E"m • ,,. Secretar -. ever Manwd, WilfowM, gwnmaWen name) 111 wJe o-;2KOndary Conega Divorced (Spx,ly) e"' . „b DECEDENT'S MAILING ADDRESS IStreet. CUyrtown, Slate. Lp Cmel DECEDENT'S 12~ '2' ,„as,l I ,.. Widowed s. ACTUAL 17e. Slate_ PennsylVan _ la Ditl tTa^ Vp d.c.d li 1700 Market Street RESIDENCE , .nl vedm d.cedenl n•p ISee ~nslructvns ,.. Camp Hi 11, PA 17 O 11 °" '"°` y0aj c°°n Cumberla ,Tb bve,n a townanlpa No. aecedern lived nd fXl . FATHER'S NAME IFnsl. Mn,dle. Lass) ,Ta. wdna„cwllends°,_ Camp Hill ,.. Alfred W. Magaha MOTHER'S NAME IFnsl. Middle. Ma,tlen Sumamet - - oM~O1O INFORMANT'S NAME (Typa~Prng ++. Annie St00 :a. Pamela E. Petersheim INFORMANT'S MAILING ADDRESS ISlreel. CrlyROwn, Stale. Zip Cotlal METHOD OF DISPOSITION lob. 410 Oran a Street Wri htsville PA 17368 ~ DATE OF DISPOSITION BurNl ~ Cremation ^ Rartgval Irom $lale ^ IMOnm, DaY. Year) Dp ti ^ , PLACE OF DISPOSITION ~ Name of Cemetery, Cromalory LOCATION -CUyrtown, Slae. Zip GJde a Olney PMCe n. a, aner(soecay ^ August 30, 2002 • 21i. 21b Rolling Green Memorial Park Lower All Zi ' SIGNATURE OF FUN EE OR PERSON ACTING AS SUCH en a p. , PA 17011 21C' 21d LICENSE NUMBER • n` ~ 22b FS 012 849 L . NAME AND ADDRESS OF FACILITY Parthemore FH & CS, Inc. . Compl.t. il.me 23acn pnysiclan n rnl evadable bm of d,s'~~n~io lM Deal d my M wlrwge, tleam occurred al the nme. date antl place sla,ed. (SpnaWre T ~°) ~ ::°• m rland P 707 - 1 LICENSE NUMBER DAT candy reuse of deatn. 2L - '~'~9 ~l ~ ~~li ~ ~ l~ E SIGNED IMOmn. Day, ysarl ~ ~l . ~ (.C. name 2l- 2a moat w complsled ~ U ~ Y - L 2]D . TIME OFD H I y DATE PRONOUNCED DEAD M m, Da Yeaq 2k. • parson woo prorqunces wam WA , . S CASE REFERRED TOMEDICAL EXAMINER/CORONER7 21. . ~~~ 25. ~~ oC ~l n..Z. Yas ^ NO~ 27 PART 1 E h . : mw t e Inseaaea, iryurip a rAmpncatans wnicn caused Ilw Oeam Do rol let lee mode 1 ~• ° tlym , sucn as cardiac or respualory arrest Lul Dory one cause on eatll li shocM or ea l d ne. , se a we r Approaunale PART 11: Olney signilkanl cor10ltione coar,Dutirg to dealn, pre ' nlwvat wlwaan not ra ni IYYEDIATE CAUSE (Foal /" ~~77~~ aaeas. a condawn C{/j -C ~jt $S`dH1aY 1 rayrmng n deem) -+ a ~• ~ r ~L.~C r G su ng m me vrlaertyug cause giY•n n PART 1. I awl arW Metlt ~ ~ ~ / A' y D~UjE TOIOq AS A CONSEQUENCE OF): SpWMially lpl wrWKpna D ~• G T ~~/ ' ~ L~ ~ iy / ,66 ~ r~ ~ 0 -G ~ . , _ • /7J d ~ 1 any, leading b enmediale OUE lO (OR AS A CONSEQUENCE QFI: - ~ cause. Emer UNDERLYIHO • CAUSE IDwase a mlwY c. I ~ • mal iatiateo everas OUE TOIOR AS ACONSEOUENCE OFI: resueuq n deaml LAST I d ___ WAS AN AUTOPSY WERE AUTOPSY FINDINGS MANNER OF DEATH DATE OFINJURY TIME OF INJURY I PERFORMED? AVAILABLE PRIOR TO NJURY AT WORK7 DESCRIBE HOW INJURY OCCURRED. (MOnm. Day. Yearl COMPLETION OF CAUSE ~ OF DEATHI Natwsl Ibrn KiOe ^ ACCWenI ~~ PBrWing lnwlllgalwn ^ Yp ^ No^ ^ JOa Yea ^ No Yp ^ No ^ SuKa,e ^ CoWO notwd r l -- 70b.__ M. ~, ~ a e mned PLACE OF IN 2H. yap, 29. building, etc. __ . JURY - AI nome, farm, slreel, laclary, office LOCATION ISlrea. GryROwn Slate) iSpecavl CERTIFIER ICneCk mlv mel JOe. 7M. 'CERTIFYING PHYSICIAN IPnysc,an cerelyng reuse d seam wean unwner pnvsu:ian nas pronwrx:ed deem „rw:ompieled xnn t3l To tM wM of my anowNdge deem occurred dw , lM SIGNATURE AN E OF CERTIFIER , o uusgsl ane manner p slated. . '~ ' ]lb. PRONOUNCING AND CERTIFYING PNYSICIANIPnyx~an Mnl•. ~r;,n,r„x:,, :~ caste a,.d cerlay~ny In..avse of naaml '.. To Iw pea, of my knowledge, deatn occurred a, IM time. dale, and place, arM due to Ins uuaelal and manner ea al l d LICENSE MRER -"-' ? DATE SIGpNE IMavn y, year a /~ 3 ~~ vS '~ ~ a e .......... • 'MEDICAL EXAMINER/CORONER ............. 1< -- O t ~ 2 (~(~ Z Q~-L--- - 7,d. / NAME AND ADDRESS OF P RS~~ON YYyyMO COMPLETED CAUSE OF DEATN (It m 171 i On lee basis of elaminetlon and/or lnveslfgalion, in my opinion, deem occurred at the Ilme, date, and place, and due to manner a stated ............... ....... the cause a and 1 I e ypew Prmt~~~/`L~ AN /' /~' S t/LG ... ],e. ... ... ................. ... ....... ......................... RE -_- yATD iF}G : [J .... /~ ?~v ,~~1i0'~/d1'~Y ~(/e!w/ k t/ ~~ •, /~' '~ v...___. ( ' - ~~> r•~.. •• 9 ~ _ ~ / L DATE FI~ED,MOrah Day. tea„ ]J. ~/~ OF KATHRYN MAGAHA SOLLENBERGER 21-2002-780 I. KATHRYN MAGAHA SOLLENBERGER. being of sound and disposing mind, memory and understanding, do hereby declare this to be my Last Will and Testament. hereby revoking all other wills and codicils which I have previously made. FIRST: I direct the payment of my debts and the expenses of my last illness and funeral from my estate as soon after my death as conveniently may be done. I direct that any and all Inheritance, Estate and Transfer Taxes imposed upon my estate passing under my Will shall be paid out of the principal of my residuary estate. It shall not be necessary to file any claims for debts, taxes. or administration expenses nor to have them allowed by any court. SECOND: I hereby give and bequeath my tangible personal property, as set forth in a separate, unsigned letter of instruction which I shall place with my Will. to persons designated therein. If I have not left a letter of instruction, I direct that my clothing be donated to the Salvation Army and that all other personal property be sold, NOT by public auction, and the proceeds added to the estate. LAST WILL AND TESTAMENT OF KATHRYN NAGAHA SOLLENBERGER THIRD: I hereby give, devise, and bequeath to my nephew, ROBERT H. GEISEL, the proceeds from the sale of my residence, t:o be held IN TRUST by his son, ROBERT GEISEL III, for the following purpose. These funds are to be used by ROBERT H. GEISEL for the purchase of a residence for his own use, such funds to be released by ROBERT GEISEL III for this purpose, in accordance with usual and customary real estate practice. The residence which ROBERT H. GEISEL purchases is to be of a value consistent with the proceeds of the sale of my residence and this bequest is to be used so that ROBERT H. GEISEL will have a mortgage-free residence. Any funds remaining following the purchase of such residence shall be added to the funding set forth below to defray operating expenses of the residence. In the event that ROBERT H. GEISEL should predecease me or die before the purchase of a residence, these funds shall be distributed to his issue, per stirpes. I further give and bequeath the sum of THIRTY THOUSAND DOLLARS ($30,000.00) to ROBERT H. GEISEL, to be held in further trust by ROBERT GEISEL III for the upkeep, maintenance. repairs. taxes and utility costs of the home for ROBERT H. GEISEL. To this sum shall be added any remaining funds from the sale of my - 2 - LAST WILL AND TESTAMENT OF KATHRYN HAGAHA SOLLENBERGER residence as set forth in the paragraph directly above. In 'the: event that ROBERT H. Geisel should predecease me or die before these funds are fully expended, then and in such event these funds shall be distributed to his issue, per stirpes. FOURTH: I hereby give and bequeath the following amounts to the persons set forth below: a. To DEBORAH ROBINSON, my great niece, of Columbus, Ohio, the sum of THIRTY THOUSAND DOLLARS ($30,000.00), her issue per stirpes. b. To SANDRA GREEN, my great niece, currently residing in England, the sum of TWENTY THOUSAND DOLLARS ($20,000.00), her issue per stirpes. c. To CATHY RICHART, my great niece, the sum of TWENTY THOUSAND DOLLARS ($20,000.00), her issue per stirpes. d. To DWIGHT and JANET ASHBY, of the Harrisburg, Pennsylvania area. the sum of TWENTY THOUSAND DOLLARS ($20,000.0@), their issue per stirpes. e. To my nephew WAYNE SHORT the sum of FIVE THOUSAND DOLLARS ($5,000.00), his issue per stirpes. f. To my nephew KEN SHORT the sum of TWO THOUSAND DOLLARS ($2,000.00), his issue per stirpes. g. To my friend KELLY BURTNETT of New Cumberland, Pennsylvania, the sum of FIVE THOUSAND DOLLARS ($5,000.00), her issue per stirpes. h. To MELVIN PEFFER the sum of TEN THOUSAND DOLLARS ($10,000.00), his issue per stirpes. - 3 - LAST WILL AND TESTAMENT OF KATHRYN HAGAHA SOLLENBERGER i. To CHRIST LUTHERAN CHURCH, 13TH Street, Harrisburg, Pennsylvania, the sum of TWENTY THOUSAND DOLLARS ($20,000.00) on the condition that it is still in service at the same location. Should it no longer exist as Christ Lutheran Church or should it no longer be in service at the same location, then this bequest shall fail, and the proceeds shall be added to the residuary of my estate. j. To the SALVATION ARMY of Harrisburg, Pennsylvania, the sum of FIVE THOUSAND DOLLARS ($5,000.00). k. To BETHESDA MISSION of Harrisburg, Pennsylvania, the sum of FIVE THOUSAND DOLLARS ($5,000.00). 1. To the ZEMBO MOSQUE of Harrisburg for use by the SHRINER'S CRIPPLED CHILDREN'S HOSPITAL, the sum of TWENTY THOUSAND DOLLARS ($20,000.00). m. To the MASONIC HOME, Elizabethtown, Pennsylvania, the sum of TEN THOUSAND DOLLARS ($10,000.00). n. To ROBERT GEISEL III the sum of TEN THOUSAND DOLLARS ($10,000.00), his issue per stirpes. o. To DONALD GEISEL the sum of FIVE THOUSAND DOLLARS ($5,000.00), his issue per stirpes. p. To AVIS PULASKI the sum of FIVE THOUSAND DOLLARS ($5,000.@0), her issue per stirpes. q. To JOHN SOLLENBERGER, my late husband's nephew, the sum of TEN THOUSAND DOLLARS ($10,000.00), his issue per stirpes. In the event there are insufficient funds to cover these bequests as set forth in this SECTION THREE, then those funds which are available shall be shared on a pro-rata basis. - 4 - LAST WILL AND TESTAMENT OF KATHRYN NAGAHA SOLLENBERGER FIFTH: I hereby give, devise, and bequeath all the rest:, residue. and remainder of my estate to my nephew ROBERT H. GEISEL. SIXTH: I hereby nominate. constitute, and appoint DWIGHT ASHBY as Executor of this without bond or security. unable or unwilling to co in such event I nominate, Executrix of this my Last bond or security. my Last Will and Testament, to serve In the event that DWIGHT ASHBY is mplete his duties as Executor, then and constitute and appoint JANET ASHBY as Will and Testament, to serve without - 5 - LAST WILL AND TESTAMENT OF KATHRYN HAGAHA SOLLENBERGER IN WITNESS WHEREOF, I, KATHRYN MAGAHA SOLLENBERGER, the Testatrix, have to this Last Will and Testament consisting of 6 typewritten pages, set my hand and seal this ~~'' day of 1994. ~ll KATHR N MAG HA SOLLEN RGER, TESTATRIX Signed, sealed, published and declared by the above-named Testatrix, as and for her Last Will and Testament, in the presence of us, who have hereunto subscribed our names at her request, as witnesses hereto, in the presence of said Testatrix„ and of each other. '~ residing at residing at r'~(f ~(/~" ~ f 7~~Q - 6 - ~• w• ACKNOWLEDGEMENT AND AFFIDAVIT COMMONWEALTH OF PENNSYLVANIA ) SS.: COUNTY OF ) The Testatrix and witnesses who names are subscribed to the foregoing instrument, being first duly sworn and qualified according to law, do hereby acknowledge and declare to the undersigned authority, that Testatrix signed and executed the instrument as her Last Will and Testament in the presence of the witnesses, that she signed willingly, that she executed as her free and voluntary act for the purposes therein expressed, that each of the witnesses, in the presence and hearing of the Testatrix, signed the Will as witnesses, and that to the best of their knowledge Testatrix was at that time eighteen years of age or older, of sound mind and under no constraint or undue influence. ~~ ,~ //~> .~ .fob , }fi a irzJ/~lt' t/ ~ ~~A/fir t`,~a~(~ Testa rix Witness fitness Sworn to, subscribed, and acknowledged before me by the above-- named Testatrix and witnesses this ~ ~, day of 1994. ~~~'~/'~'-~'~`~-' ' u- SEAL Notary Public NOTARfAL SF~E SHEILA A. BROWN, tuvcaiy Public Hamsburg, Dauphin ~~ounty My Ccr~~z~:,s:;A;~ ~=xp~res Dec. 23, 1996 ,. _ ~' r ~ CODICIL TO THE LAST WILL AND TESTAMENT o21.a(x1~ ~~ OF KATHRYN MAGAHA SOLLENBERGER I, KATHRYN MAGAHA SOLLENBERGER, of 230 Bailey Street, New Cumberland, County of Cumberland and Commonwealth of Pennsylvania, being of lawful age and sound and disposing mind and memory, do hereby declare this to be the sole and singular Codicil to my Last Will and Testament dated May 27, 1994, and hereby revoke all prior codicils made by me. FIRST: I hereby nominate, constitute, and appoint PAMELA ELLEN PETERSHEIM and ROBERT H. GEISEL III, as Co-Executors of this my Last Will and Testament to serve without bond or security. I hereby authorize, empower, and direct them to carry out the terms of my Last Will and Testament as they, in their sole judgment, deem best for my estate; and to that end they shall exercise all authority granted by law and all authority necessary to carry out the intent of my Last Will and Testament. SECOND: I hereby revoke the request made in (d) of the FOURTH section of my Last Will and Testament dated May 27, 1994, in which I gave and bequeathed the sum of TWENTY THOUSAND DOLLARS to DWIGHT and JANET ASHBY, their issue per stirpes. While I recognize the friendship and affection we have shared through the years, it is my belief that such friendship and affection need not be supported by a bequest. This sum of TWENTY - 1 - ,ter ~" 1 THOUSAND DOLLARS should be added to the residuary of my estate. IN WITNESS WHEREOF, I, KATHRYN MAGAHA SOLLENBERGER, the Testatrix, have to this Codicil to my Last Will and Testament of May 27, 1994, set my hand and seal on this ~ day of February, 1997. This Codicil is typewritten on two consecutively numbered pages. 0 ` ~~~~l7i~GGc' v KATH N MAGAHA SOL NBERGER TESTATRIX Signed, sealed, published and declared by the above named Testatrix, as and for this Codicil to her Last Will and Testament, in the presence of us, who have hereunto subscribed our names at her request, as witnesses hereto, in the presence of the said Testatrix, and of each other. residing at /~ ~ ~~ ~~//~ residing at ~~~. , ~~ - 2 - ~ ~ s ACKNOWLEDGEMENT AND AFFIDAVIT COMMONWEALTH OF PENNSYLVANIA SS.: COUNTY OF '~~~~ ~ 111 ) ~` The Testatrix and the witnesses whose names are subscribed to the foregoing instrument, being first duly sworn and qualified according to law, do hereby acknowledge and declare to the undersigned authority that the Testatrix signed and executed the instrument as a codicil to her last Will and Testament in the presence of the witnesses; that she signed this document willingly for the express purpose of revoking a prior bequest and for nominating Co-Executors; that she executed it as her free and voluntary act for the purposes therein expressed; that the Testatrix verbally expressed her knowledge of the contents of her estate and those persons whom she would like to have receive her estate; that each of the witnesses, in the presence and hearing of the Testatrix, signed the Will as witnesses; and that to the best of their knowledge the Testatrix was at that time eighteen years of age or older, of sound mind and understanding, and under no constraint or undue influence. Sworn to, subscribed and acknowledged before me by the above named Testatrix and witnesses thisL ~t~. day of t~,r~~ ! , 1997. (SEAL) NOTARIAL SEAL _ 3 _ SUSAN LYNN JACOB, Notary PubllC Harrlsburp, Dauphin County Nly Commission Expires Aug.12,1999 ~) ~~~~ ~ ~~~ Witness ESTATE OF KATHRYN MAGAHA SOLLENBERGER, a/k/a KATHRYN M. SOLLENBERGER, Deceased IN THE COURT OF COMMON PLEAS CUMBERLAND COUNTY, PENNSYLVANIA NO. 2002 - 00790 PA NO. 21-02-0790 PRAECIPE TO ENTER APPEARANCE TO THE REGISTER OF WILLS: Please enter the appearance of the undersigned on behalf of the Estate of Kathryn Magaha Sollenberger, a/k/a Kathryn M. Sollenberger, Deceased. Respectfully submitted, SKARLATOS & ZONARICH LLP Dated: '~- d-!o ,2002 ,- / By ((,~~__~_ _ _.___. Shelly unkel, Esquire Identification No. 64485 204 State Street Harrisburg, PA 17101 (717)233-1000 ESTATE OF: KATHRYN MAGAHA SOLLENBERGER, a/k/a KATHRYN M. SOLLENBERGER, Deceased IN THE COURT OF COMMON PLEAS CUMBERLAND COUNTY, PENNSYLVANIA NO. 2002 - 00790 PA NO. 21-02-0790 CERTIFICATE OF SERVICE I, Shelly J. Kunkel, Esquire, attorney for The Estate of Kathryn Magaha Sollenberger, a/k/a Kathryn M. Sollenberger, Deceased, hereby certify that I this day served a copy of the foregoing document upon the person indicated below by depositing a copy of the same in the United States Mail, postage prepaid, at Harrisburg, Pennsylvania, and addressed as follows: Barbara Graybill, Esquire Latsha Davis & Yohe PC 4720 Old Gettysburg Road Mechanicsburg, PA 17055 Respectfully submitted, Dated: 7 ~~ ,2002 SKARLATOS & ZONARICH LLP By Shelly J: Kunkel, Esquire Identification No. 64485 204 State Street Harrisburg, PA 17101 (717)233-1000 c~` r CERTIFICATION OF NOTICE UNDER RULE 5 6 (a) Name of Decedent: KATHRYN MAGAHA SOLLENBERGER, a/k/a KATHRYN M. SOLLENBERGER, Deceased Date of Death: AUGUST 26, 2002 Will No. 21-02-0790 To the Register: I certify that Notice of Estate Administration required by Rule 5.6(a) of the Orphans' Court Rules was served on or mailed to the following beneficiaries of the above-captioned Estate or. November 14, 2002: Name Robert H. Geisel Robert H. Geisel, III John Sollenberger Avis Pulaski Donald Geisel Masonic Home Zembo Mosque Bethesda Mission Salvation Army Christ Lutheran Church Suzanne Douglas Address 1075 Chambers Street Oberlin, PA 17113 2229 Highland Street Harrisburg, PA 17110 23613 Northport Drive Clinton, MI 48036 8 Rutherford Road Harrisburg, PA 17109 2436 Kensington Street Harrisburg, PA 17104 1 Masonic Drive Elizabethtown, PA 3rd and Division Streets Harrisburg, PA 1500 North Second Street Harrisburg, PA 1122 Green Street Harrisburg, PA 124 S. 13th Street Harrisburg, PA 4 Irongate Court Mechanicsburg, PA 17050 i Kelly Burtnett 354 Furlong Lane Camp Hill, PA 17110 Ken Short 1914 Rollingwood Road Baltimore, MD 21228 Beverly Sims 38 Frances Green Road Baltimore, MD 21221 Cathy Richart 5222 F. Street Little Rock, Arkansas 72205 Deborah Robinson 5126 Doreen Drive Lansing, Michigan 48917 Sandra Greer. 2 Robir. Hill Brickhill Bedford Beds M.K. 417 QP England Notice has been given to all persons entitled thereto under Ru.1e 5. 6 (a) . Dated: Nov. 14, 2002 Signature Name: Shelly J. Kunkel, Esquire Skarlatos & Zonarich LLP Address: 204 State Street Harrisburg, FA 17101 Telephone: (717)233-1000 Capacity: Counsel for Personal Representative JOHN R. ZONARICH* ANNA MARIE SOSSONG JOHN B. ZONARICH GREGORY S. CHELAP SCOTT W. POHLMAN** SHELLY J. KUNKEL TODD F. TRUNTZ t DAVID H. Juov ANGELO SKARLATOS (1 966 - 198 I ) BOARD CERTIFIED IN CIVIL TRIAL ADVOCACY '* AL50 ADMITTED IN NEW YORK 'F AL50 ADMITTED IN NEW JERSEY Register of Wills Cumberland County Court House 1 Courthouse Square Carlisle, PA 17013 STEELTON OFFICE MECHANICS SAVINGS BUILDING, $TE. 201 5 I SOUTH FRONT STREET STEELTON PENfJSYLVANIA 17113 (717) 939.9358 MIDDI_ETOWN OFFICE (717) 944-5109 November 12, 2002 WRITER'S EMAIL: SfICeUSI(2fI2tOSZOf1811Ch.COfi1 RE: Estate of Kathryn Magaha Sollenberger, a/k/a Kathryn M. Sollenberger No. 2002-00908 Ladies/Gentlemen: Enclosed please find a check in the amount of $40,000.00 to be applied as a prepayment of inheritance taxes for the above-referenced estate. Sincerely, Enclosure ~~~ „{1 ~~ U o- ~ ~~, ,, ~~ , ~~ ~~~ ., y,~ ~~~ r ~~~~ -~ '~j,, ~ ti ~~ ~ c ~~~ ,~' ~~~~ ~~?` ~~ ~E~~~ ~& ~l~i~~ LLI~ ATTORNEYS AT LAW 204 STATE STREET HARRISBURG, PENNSYLVANIA 17101 (717)233-1000 TELEFAX (717) 233-6740 WWW.S KAR LATOSZO NARICH.COM Sharon K. Shaffer Estate Administrator ic~'~I~j y~ P',~,`k COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREPU OF INDIVIDUAL TAXES y DEPT. 280601 ~HARRISBUAG, PA 1 7 1 28-0601 RECEIVE?) FROM: PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT NO. CD 002638 SKARLATOS & ZONARICH LLP 204 STATE STREET HARRISBURG, PA 17101 fold DUPLICATE ACN ASSESSMENT CONTROL NUMBER REV-1162 E;K(11-96) AMOUNT 101 ~ S 40, 000.00 ESTATE INFORMATION: ssN: 172-of-o7si FILE NUMBER: 2102-0790 DECEDENT NAME: SOLLENBERGER KATHRYN MA DATE OF PAYMENT: 1 1 / 13/ 2002 POSTMARK DATE: 1 1 / 1 2/2002 COUNTY: CUMBERLAND DATE OF DEATH: 08/26/2002 TOTAL AMOUNT PAID: REMARKS: RECEIPT 1839 WAS APPLIED TO 2002-908 IN ERROR CHECK# L20194 SEAL INITIALS: SK RECEIVED BY: DONNA M. OTTO REGISTER OF WILLS $40,000.00 DEPUTY REGISTER OF WILLS COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT,280601 HARRISBURG, PA 17128-0601 RECEIVEv FROM: PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT REV-1162 E!X111-96) N0. CD 001839 C~ v ~~ ~~ 3 SKARLATOS & ZONARICH LLP 204 STATE STREET HARRISBURG, PA 17101 ACN ASSESSMENT AMOUNT CONTROL NUMBER fold ESTATE INFORMATION: ssN: oos-o5-sa4a FILE NUMBER: 2102-0908 DECEDENT NAME: SANBORN KATHRYN M DATE OF PAYMENT: 1 1 / 1 3/2002 POSTMARK DATE: 1 1 /1 2/2002 COUNTY: CUMBERLAND DATE OF DEATH: 09/05/2002 101 ~ 540,000.00 TOTAL AMOUNT PAID: REMARKS: SKARLATOS & ZONARICH LLP CHECK# L 20194 SEAL INITIALS: SK RECEIVED BY: MARY C. LEWIS 540,000.00 REGISTER OF WILLS REGISTER OF WILLS (~~~/ _. ~'~,,U"`', ~~~, ~ ,.9ar~o-r~~ ~-ems /~~~ ~~- ~c~e~2, .,lG'dz`~`°`J ~"~ ~j L'.d-~c-~~ .,fi-~-~-f~ ~ /LIZ-~G~u-OJ / G~~ ~ rye r~~" . ~ ~ ~~ 7~-r_ Sao, 6~~1o 3 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 H `RRISBURG, PA 1 7 1 28-0601 ECEIVED F`I~OM: PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT REV-1162 EX111-96) N0. CD 001839 SKARLATOS & ZONARICH LLP 204 STATE STREET HARRISBURG, PA 17101 °--- fold ' ESTATE INFORMATION: ssty: oos-o5-6344 I FILE NUMBER: 2102-0908 ' DECEDENT NAME: SANBORN KATHRYN M DATE OF PAYMENT: 1 1 / 13/2002 POSTMARK DATE: 1 1 /12/2002 COUNTY: CUMBERLAND DATE OF DEATH: 09/05/2002 AMOUNT ACN ASSESSMENT CONTROL NUMBER 101 ~ S 40, 000.00 .TOTAL AMOUNT PAID: REMARKS: SKARLATOS & ZONARICH LLP CHECK# L 20194 INITIALS: SK SEAL RECEIVED BY: MARY C. LEWIS REGISTER OF WILLS $40,000.00 REGISTER OF WILLS COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT~280601 HARRISBURG, PA 17128-0601 RECEIVED FROM: PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT REV-1162 E)((11-96) ~~` l .. NO. CD 001839 L;~ c~ r~ .~~ 3 SKARLATOS & ZONARICH LLP 204 STATE STREET HARRISBURG, PA 17101 ACN ASSESSMENT AMOUNT CONTROL NUMBER fold ESTATE INFORMATION: ssN: oos-o5-ss44 FILE NUMBER: 2102-0908 DECEDENT NAME: SANBORN KATHRYN M DATE OF PAYMENT: 1 1 / 1 3/2002 POSTMARK DATE: 1 1 /1 2/2002 couNTY: CUMBERLAND DATE OF DEATH: 09/05/2002 101 ~ $40,000.00 TOTAL AMOUNT PAID: REMARKS: SKARLATOS & ZONARICH LLP CHECK# L 20194 SEAL INITIALS: SK RECEIVED BY: MARY C. LEWIS $40,000.00 REGISTER OF WILLS REGISTER OF WILLS ~~~.~. ~_ Estate of Register of Wills of Cumberland County, Pennsylvania INVENTORY SOLLENBERGER, KATHRYN MAGAHA also known as No. 21 - 2002 - 00790 Date of Death 8/26/2002 ,Deceased Social Security No. 172-01-0781 Robert H. Geisel, III Pamela Ellen Petersheim 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. IMIe verify that the statements made in this Inventory are true and correct. I/We understand that false statements herein are made subject to the penalties of 18 Pa. C. S. Section 4104 relating to unsworn falsification to authorities. Attorney: I.D. No. Address Personal Representa Shelly J. Kunkel Signature: ~• ~~,G, _ __ - - - R eise III ~ 64485 Si nature: s~~' _ ~ yL ~-~.~(.,~~~,(,P:~~,Gc'' =~~~ --- _ - Pamela Ellen Petersheim Signature: 204 State Street Harrisburg, PA 17101 Telephone: 717/233-1000 Address: 2229 Highland Circle Harrisburg, PA 17110 Telephone: ~~ ~ " ~ 3 ,3 ~ fd Op ___ __ __ Dated: ~ . d r7~d Personal Property Allfirst Bank Checking Account No. 0057210578 (per verification letter attached hereto as 34,621.02 Schedule E) Allfirst Bank Checking Account No. 0057210578 (accrued interest to DOD per verification 0.95 letter attached hereto as Schedule E) Allfirst Bank Certificate of Deposit No. 80000002027918 (per verification letter attached 10,007.09 hereto as Schedule E) Allfirst Bank Certificate of Deposit No. 80000002027918 (accrued interest to DOD per 14.25 verification letter attached hereto as Schedule E) Allfirst Bank Certificate of Deposit No. 80000002027967 (per verification letter attached 10,009.60 hereto as Schedule E) Allfirst Bank Certificate of Deposit No. 80000002027967 (accrued interest to DOD per 27.31 verification letter attached hereto as Schedule E) (Attach additional sheets if necessary) Total Personal Property and Real Estate $302,747.22 -~ Register of Wills of Cumberland County, Pennsylvania INVENTORY continued Estate of SOLLENBERGER, KATHRYN MAGAHA No. 21 - 2002 - 00790 also known as Date of Death 8/26/2002 Deceased Social Security No. 172-O1-0781 Allfirst Bank Certificate of Deposit No. 87008100580804 (per verification letter attached 30,007.56 hereto as Schedule E) Allfirst Bank Certificate of Deposit No. 87008100580804 (accrued interest to DOD per 67.64 verification letter attached hereto as Schedule E) Allfirst Bank Certificate of Deposit No. 87008100796130 (per verification letter attached 17,147.58 hereto as Schedule E) Allfirst Bank Certificate of Deposit No. 87008100796130 (accrued interest to DOD per 34.16 verification letter attached hereto as Schedule E) PNC Bank Certificate of Deposit No. 21001030408 (per verification letter attached hereto as 25,000.00 Schedule E) PNC Bank Certificate of Deposit No. 21001030408 (accrued interest to DOD per verification 5.74 letter attached hereto as Schedule E) PNC Bank Certificate of Deposit No. 31600193751 (per verification letter attached hereto as 10,000.00 Schedule E) PNC Bank Certificate of Deposit No. 31600193751 (accrued interest to DOD per verification 1.34 letter attached hereto as Schedule E) PNC Bank Certificate of Deposit No. 31300194575 (per verification letter attached hereto as 10,000.00 Schedule E) PNC Bank Certificate of Deposit No. 31300194575 (accrued interest to DOD per verification 1.34 letter attached hereto as Schedule E) Waypoint Bank Certificate of Deposit No. 1000008921 (per verification letter attached hereto 101,689.61 as Schedule E) Waypoint Bank Certificate of Deposit No. 1000008921 (accrued interest to DOD per :?40.29 verification letter attached hereto as Schedule E) Waypoint Bank Certificate of Deposit No. 1056240666 (per verification letter attached hereto 40,1)00.00 as Schedule E) Waypoint Bank Certificate of Deposit No. 1056240666 (accrued interest to DOD per 146.17 verification letter attached hereto as Schedule E) Citizens Bank Ceryificate of Deposit No. 6140876605 (per verification letter attached hereto 12,000.00 as Schedule E) 2 • Register of Wills of Cumberland County, Pennsylvania INVENTORY continued Estate of SOLLENBERGER, KATHRYN MAGAHA No. 21 - 2002 - 00790 also known as Date of Death 8/26/2002 Deceased Social Security No. 172-01-0781 Citizens Bank Certificate of Deposit No. 6140876605 (accrued interest to DOD per verification letter attached hereto as Schedule E) US Treasury -Tax Refund Capital Blue Cross -Medicine Reimbursements Parthemore Funeral Home -Refund of overpayment Highmark -Refund of health insurance premium US Treasury -Tax Refund Total Personal Property 43.39 26.97 :?36.25 96.81 .501.15 821.00 $302,747.22 3 REV-1500 INHERITANCE TAX RETURN RESIDENT DECEDENT __H~~RISBl,JR~~712ll-0001 ___L____ _______ __.______ --TOE CEDENT'S NAfiE {LAST, P-IRST, MolD MIDDLE INITIAL)~---------- --- --- ~~:;':~~H~~~D:~A~ TI1It~ ~~~~~TH (MM-DDYEARj--- 08/26/2002 06/2311906 f ..----.-.---,---- -- ----------- -------------- I(IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST AND MIDDLE INITIAL) - r ~ 1. Original Return -- --- 0-2~ Supplemental Return I 0 4. Limited Estate 0 4a. Future Interest Compromise (date of death after 12-12-82) ~ 6. Decedent Died Testate (Attach copy 0 7. Decedent Maintained a Living Trust (Attach of Will) copy of Trusl) I 0 9. Li1igation Proceeds Received 0 10. Spousal Poverty Credit (dale of death between 0 11. Election to lax under Sec. 9113(A) (Attach SCh 0) .1THlalle-Cl]QliMti$TiileQMPi..E~;~il~:~~~br~~~~f1~T.oo-I!I'~TIO~S.i-IGULDB.! DIIlECT!;D TO: ~AME I COMPLETE MAILING ADDRESS I Shelly J. Kunkel_ _ __ I FIRM NAME (If applicable) ~E~~l:::SU~E:-?na~~~_~ ~LP _ .__. ____ _____ 717/233-1000 ~EV.lfQ01n'(1-401 w ~ :ll:::!;cn u~~ w~g ::t~..J u~~ ~ < *' COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE Of:PT,280601 ~ z w Q w U W Q .~ lilz ~w 1i~ U~ 1. Real Estate (Schedule A) z o ~ ~ ~ ~ < u w ~ 2. Stocks and Bonds (Schedule B) 3. Closely Held Corporation, Partnership or SoJe~Proprietorshjp 4. Mortgages & Notes Receivable (Schedule D) 5. Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E) 6. Jointly Owned Property (Schedule F) D Separate Billing Requested 7. InterNlvos Transfers & Miscellaneous Non~Probate Property (Schedule G or L) 8. Total Gross Assets (total Lines 1-7) 9. Funeral Expenses & Administrative Costs (Schedule H) 10. Debts of Decedent, Mortgage liabilities, & liens (Schedule t) ,_.., r 1- is 11. Total Deductions (total Lines 9 & 10) i 12. Net Value of Estate (line 8 minus line 11) I FILE NUMBER I 21 2002 ~_I,Lfi-T'f.S;.oQL YE_~g ------------- SOCIAL SECURITY NUMBER 00790 NUMBER 172-01-0781 THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS ----- ------- SOCIAL SECURITY NUMBER a o 3. Remalnaer Retum (date of death prior Ie 12-13-82) 5. Federal Estate Tax Return Required 8. Tolal Number of Safe Deposit Boxes I 204 State Street - Harrisburg, PA 17101 L (1) None (2) None (3) None. --------- (4) None (5) 302,747.22 (6) None ,- , (7) None (8) 302,747.22 (9) 29,680.27 (10) 86.00 (11) 29,766.27 (12) 272,980.95 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 (Une 12 minus line 13) (13) 33,319.51 (14) 239,661.44 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 .045 (16) 0 16.Amount of Line 14 taxable at lineal rate x ~ ;! ~ ~ I 17.Amount of Line 14 taxable at sibling rate x .12 (17) ~ 0 u E 18. Amount of line 14 taxable at collateral rate 239,661.44 x .15 (18) 35.949 21 19. Tax Due (19) 35.949.22 CHECK HERE IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT 20. JgI ~ __ ~= _~___,_____ >>Be l!lJRE T<? AtlSWl!RALl,. ~ i>KB~R$E1Illl!tAllllIlECliECK MAll1<<--'---:-- ~ - .. Copyright 2000 form software only The Lackner Group, Inc. Form REV-1500 EX (Rev. 6-00) Decedent's Complete Address: STREET ADDRESS 1700 Market Street - CITY Camp Hill I STATE PA 'ZIP 17011 Tax Payments and Credits: 1. Tax Due (Page 1 Line1g) 2. Credits/Payments A. Spousal Poverty Credit B. Prior Payments C. Discount (1) 40,000.00 -"-',-- 1,797.46 Tolal Credits (A + B + C) (2) 3. InterestIPenalty jf applicable D. Interest E. Penally TolallnlerestlPenally (D + E) (3) 4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT. (4) 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. (5) A. Enter the interest on the tax due. (5A) B. Enter Ihe lotal of Line 5 + 5A. This is the BALANCE DUE. (5B) Make Check Payable to: REGISTER OF WlL.L.S, AGENT 35,949.22 41,797.46 0.00 5,848.24 0.00 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;.. ............... ~ I 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 0 receiving adequate consideration?. o o 3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death?.. , 4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which contains a beneficiary designation?....... ..................... 181 181 181 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 pe~ury, I deClere that I have examined this retum, including accompanying schedules and stetements, and to the best of my knowledge and belief, it is true. correct and complete Declaration of .e.r~p~~~~her tha~_~he pe~onal re.e.resentati~is bas_e~~a_~J!1forma~i9_~.Q!_w~2ch p!:~p_arer ha~ any kn_~I~~ SIGNA T E OF PERSON E NSIB FOR FILING RETURN ADDRESS Ro t G el,I1 DATE " 2229 Highland Circle 1 ATUREOF 5 ESPONSI F6~'r?G~:'-".-------A-DDRESS-t1~~~~rg, ~~- 1?_UO__ :;~:~eeM,"--~Jj;wdfttv- ,(~i~ -4~"--_U~ifi~~i!fe~~XeI17368 S~GNA T~ oPt PREPARER OTHER THAN REPRESENTA liVE ADDRESS She!/!'. . uDkel 204 Stale Street '-- . JI..... Harrisburg, P A 1710 I /lAir .A~:f '<7 .atJC! '3 DAT~ ~7 -OATE/ e2ctJ .3 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 (aJ (1.1) (i)l. For dates of death on or after January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 0% (72 P.S. ~9116 (a) (1.1) (ii)l The statute does not exemDt 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 chUd 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. S9116 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% [72 P .S. S91 i6 (a) (1.3)). A sibling is defined, under Secflon 9102, as an individual who has at least one parent in common with the decedent, whether by blood or adoption. ESTATE OF *' SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY Include the proceeds of litigation and the date the proceeds were received by the estate. All property jointly-owned with the right of survivorshIp must be disclosed on schedule F. ITEM NUMBER 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 CO!IMONWEAL THQf PENNSYI.\JANIA INHERITANCE TAX RETURN RESIDENT DECEDENT L_ ___L - !FILENUMBER 21 - 2002 - 00790 VALUE AT DATE OF DEATH 34,621.02 0.95 10,007.09 14.25 10,009.60 27.31 30,007.56 67.64 17,147.58 34.\6 25,000.00 5.74 10,000.00 1.34 10.000.00 155,802.98 302,747.22 SOLLENBERGER, KATHRYN MAGAHA DESCRIPTION Allfirst Bank Checking Account No. 0057210578 (per verification letter attached hereto as Schedule E) Allfirst Bank Checking Account No. 0057210578 (accrued interest to DaD per verification letter attached hereto as Schedule E) Allfirst Bank Certificate of Deposit No. 80000002027918 (per verification letter attached hereto as Schedule E) Allfirst Bank Certificate of Deposit No. 80000002027918 (accrued interest to DaD per verification letter attached hereto as Schedule E) Allfirst Bank Certificate of Deposit No. 80000002027967 (per verification letter attached hereto as Schedule E) Allfirst Bank Certificate of Deposit No. 80000002027967 (accrued interest to DaD per verification letter attached hereto as Schedule E) Allfirst Bank Certificate of Deposit No. 87008100580804 (per verification letter attached hereto as Schedule E) Allfirst Bank Certificate of Deposit No. 87008100580804 (accrued interest to DaD per verification letter attached hereto as Schedule E) Allfirst Bank Certificate of Deposit No. 87008100796130 (per verification letter attached hereto as Schedule E) Allfirst Bank Certificate of Deposit No. 87008100796130 (accrued interest to DaD per verification letter attached hereto as Schedule E) PNC Bank Certificate of Deposit No. 21001030408 (per verification letter attached hereto as Schedule E) PNC Bank Certificate of Deposit No. 21001030408 (accrued interest to DaD per verification letter attached hereto as Schedule E) PNC Bank Certificate of Deposit No. 31600193751 (per verification letter attached hereto as Schedule E) PNC Bank Certificate of Deposit No. 31600193751 (accrued interest to DaD per verification letter attached hereto as Schedule E) PNC Bank Certificate of Deposit No. 31300194575 (per verification letter attached hereto as Schedule E) Total of Continuation Schedule(s) TOTAL (Also enter on Line 5, Recapitulation) ESTATE OF '* SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY continued 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. COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX. RETURN RESIDENT DECEDENT I I _ __ _ ___ __ __J___ -- - -- --- -- 'ALE NUMBER -- - I 21 - 2002 - 00790 SOLLENBERGER, KATHRYN MAGAHA ITEM NUMBER I ----..-- 16 DESCRIPTION ! VALUE AT DATE OF DEATH 1.34 I PNC Bank Certificate of Deposit No. 31300194575 (accrued interest to DOD per verification letter attached hereto as Schedule E) I 17 Waypoint Bank Certificate of Deposit No. 1000008921 (per verification letter attached hereto as Schedule, E) 18 Waypoinl Bank Certificate of Deposit No. 1000008921 (accrued interest to DOD per verification letter attached hereto as Schedule E) 19 Waypoinl Bank Certificate of Deposit No. 1056240666 (per verification letter attached hereto as Schedule E) , 20 Waypoint Bank Certificate of Deposit No. 1056240666 (accrued interest to DOD per verification letter attached hereto as Schedule E) 21 Citizens Bank Ceryificate of Deposit No. 6140876605 (per verification letter attached hereto as Schedule! E) 22 Citizens Bank Certificate of Deposit No. 6140876605 (accrued interest to DOD per verification letter attached hereto as Schedule E) 23 I US Treasury - Tax Refund I Capital Blue Cross - Medicine Reimbursements I Parthemore Funeral Home - Refund of overpayment I Highmark - Refund of health insurance premium I \ US Treasury - Tax Refund 24 25 26 27 101,689.61 240.29 40,000.00 146.17 12,000.00 43.39 26.97 236.25 96.81 501.\5 821.00 Page 2 of Schedule E *' SCI-EDU..E H FlJIIERAL EXPENSES & ADI\IINS1RATIVE COSTS CQf.'MONWEAL TH OF PENNSYLVI\NlA INHERITANCE TAX ReTURN __~SIOENT~ECEDEN~_ __ J__ __.___ ___,_ _n_ ___ __'_ __ ____ _no. __n_,_______ n.______ __....__ __ ._____ ESTATE OF SOLLENBERGER, KATHRYN MAGAHA -TFlLE NUMBER 2 I - 2002 - 00790 Debts of decedent must be reported on Schedule r. ITEM . NUMBER I -'-- ~-- --- A. . FUNERAL EXPENSES: I Funeral - PREPAID ! Funeral - Additional Charges I Rolling Green Memorial Park - Monument DESCRIPTION 2 3 4 , I Funeral Luncheon I Burial Clothing 5 B. ADMINISTRATIVE COSTS: 1. Personal Representative's Commissions Robert H. Geisel, III Pamela Ellen Petersheim Social Security Number(s) I EIN Number of Personal Representative(s): Street Address 2229 Highland Circle City Harrisburg Year(s) Commission paid State ~ Zip 17110 2. Attorney's Fees Skarlatos & Zonarich LLP -- Shelly J. Kunkel 3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation) Claimant Street Address 4. City Relationship of Claimant to Decedent Probate Fees Register of Wills State Zip 5. Accountant's Fees Preparation of 2002 Federal, State and Local Tax Returns 6. Tax Return Preparer's Fees Preparation of First and FinalFiduciary Income Tax Returns 7. I Other Administrative Costs Information Network Associates, Inc. - Investigative Research ofbeneticiaries 2 The Sentinel - Advertise Letters Testamentary Total of Continuation Schedule(s) TOTAL (Also enter on line 9, Recapitulation) AMOUNT 204.50 1,925.00 266.48 46.79 10,000.00 15,108.00 339.50 263.00 900.00 200.00 I to.03 316.97 29,680.27 . SchedlEH I Funeral ExpelS ee & ~_ Adninilltrative~_lAIItlillued_ COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF SOLLENBERGER, KATHRYN MAGAHA ----1-------- ----------- 3 Cumberland Law Journal - Advertise Letters Testamentary 4 Register of Wills - Filing fee for Inheritance Tax Return & Inventory 5 Register of Wills - Filing fee for Receipt, Release and Indemnification Agreements 6 Close out shortage to estate account #990314411 7 Skarlatos & Zonarich LLP - Misc. costs --1-_ ____..__ __ .___.___ __,___._____._ ___.'___".____________ ___ ____ ____..._ I -'FILE N-U-"'BER I 21 - 2002 - 00790 I Page 2 of Schedule H 75.00 31.00 \54.00 16.50 40.47 *' COM-hONWEAL TH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT I I 1 SCHEDULE I DEBTS OF DECEDENT, MORTGAGE LIABILITIES, & LIENS ESTATE OF - --- ._-- ---- ---...------..-- _._....._____ ___._n_______ __...._..___,.__...____ SOLLENBERGER, KATHRYN MAGAHA Include unreimbursed medical expenses. ITEM NUMBER 1 2 Manor Care - Balance due DESCRIPTION PA Department of Revenue - Tax due on 2002 State Tax Return d ----...----- I FILE NUMBER 21 - 2002 - 00790 TOTAL (Also enter on Line 10, Recapitulation) AMOUNT 60.00 26.00 86.00 RE'II.1S13 EX+ (9-00) . SCHEDULE J BENEFICIARIES COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY I FILE NUMBER 21 - 2002 - 00790 RELATIONSHIP TO o. DECEDENT AMOUNT OR SHARE OF ESTATE ESTATE OF SOLLENBERGER, KATHRYN MAGAHA I. TAXABLE DISTRIBUTIONS (include outright spousal distributions) Robert H. Geisel 1075 Chambers Street Oberlin, PA 17113-1606 Nephew Cash 132,074.32 2 Deborah Robinson 5126 Dorene Lansing, Ml 48917 Great-Niece Cash/Income 16,659.77 3 Sandra Green 2 Robin Hill, Brickhill, Bedford, Beds. MK41 7QP I CashlIncome 11,106.50 Great Niece 4 Cathy Richart 5111 F Street Little Rock, AR 72205 Great Niece Cash/Income 11,106.50 See Continuation Schedule(5) attached i Enter dollar amounts for distributions shown above on lines 15 through 18, as appropriate, on Rev 1500 coveT sheet I II. NON-TAXABLE DISTRIBUTIONS: A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TM IS NOT BEING MADE B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS Christ Lutheran Church 1],106.50 2 Salvation Army of Harrisburg 2,776.63 3 Bethesda Mission of Harrisburg 2,776.63 4 , Shriners Hospitals for Children 11,106.50 5 Masonic Homes of the Grand Lodge of Pennsylvania 5,553.25 TOT At OF PART II .. ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET _..~._.__~..._~.._..~..--. .._____....___..._._.__..___.._..._..___....__.. _.. .L 33,319.51 . SCHEDULE J BENEFICIARIES continued COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT --- ...-----...-- ----- ESTATE OF SOLLENBERGER, KATHRYN MAGAHA NUMBER I NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY I. - ------- -----------vnc'ude outright spou.sal distribUtions, and transfers under ~AXABLE DISTRIBUTIONS Sec. 9116(8)(1.2)] 5 I Beverly Ann Simms 38 Francis Green Circle I Baltimore, Maryland 21221 6 I Ken Short , 1914 RolIingwood Road 'I Baltimore, MD 21228 7 1 Kelly Burtnett 418 Brown Briar Circle 1 Horsham, P A 19044 8 I Suzanne Douglass , 4 Iron gate Court ! Mechanicsburg, P A 17050 9 I Robert Geisel, 1II \2229 Highland Circle Harrisburg, P A 17110 10 I Donald Geisel 2436 Kensington Street I Harrisburg, P A 17104 II I Avis Pulaski 8 Rutherford Road Harrisburg, P A 17109 12 John Sollenberger 23613 Northport I Clinton Twp, MI 48036 ---- [ FILE NUMBER 21 - 2002 - 00790 , RELATIONSHIP TO j DECEDENT ____~ONotLlllt_!ru.teel!t I Great Niece \ Nephew I I Friend I Niece ! Great Nephew Nephew I Great Niece I Nephew ----------------______1- __ AMOUNT OR SHARE OF ESTATE i I Cash/Income 2,776,63 i [Cash/Income 1,] 10.65 \ !cash/lncome 2,776.63 Cash/Income 5,553.25 I I , Cash/Income 5.553,25 I ,Cash/Income 2,776,63 I i ,Cash/Income 2,77663 , , I I Cash 5,553.25 Page 2 of Schedule J ESTATE OF KATHRYN MAGAHA SOLLENBERGER FILE NO. 21 - 2002 - 00790 INHERITANCE TAX RETURN - SCHEDULE E !l allflrst \IJiic,>, rin;J!Hi.ll LenIn '.....'. \. i'i l;" '("i December 16, 2002 Skarlatos & Zonarich LLP Attn: Shelly J. Kunkel 204 State Street Harrisburg, PA 17101 \lil,."bl>I'_'_ I ,II: :;NIl{' RE: Estate of Kathryn M. Sollenberger Date of Death: August 26, 2002 Sodal Security Number: 172-01-0781 Dear Mr. Kunkel: In response to your request, please be advised of the following accounts the above-named decedent had with this bank and the balances on the date of death. 1. Account Type........................... Relationship w/lnt. Checking Account Account Number....................... 00S721 0578 Ownership (Names 01)................ Kathryn M. Sollenberger Opening Date........................... 08128/64 Balance on Date of Death...........$ 34,621.02 0.95 34,621.97 Accrued Interest....................... Total...................................... $ 2. Account Type........................... CD Income Pro.!20 MOS/4.330000 Account Number....................... 80000002027918 Ownership (Names 01)................ Kathryn M. Sollenberger or George Sollenberger Opening Date. .... 03/15/00 Closed 9/9/02 Balance on Date of Death........... $ 10,007.09 14.25 Accrued Interest....................... Total...................................... $ 10,021.34 . Page 2 December 16, 2002 3. Account Type........................... CD Income Pro./20 MOS/4.330000 Account Number....................... 80??oo02027967 Ownership (Names 01)................ Kathryn M. Sollenberger Balance on Date of Death...........$ Opening Date........................... 04/04/00 Closed 9/9/02 Accrued Interest....................... Total...................................... $ 10,009.60 27.31 10,036.91 4. Account Type........................... CD /24 MOS/4.330000 Account Number....................... 87008100580804 Ownership (Names 01)................ Kathryn M. Sollenberger Balance on Date of Death...........$ Opening Date........................... 02108/95 Closed 9/9/02 Accrued Interest....................... T ota!...................................... $ 30,007.56 67.64 30,075.20 5. Account Type........................... CD Income Pro./20 MOS/4.040000 Account Number....................... 87008100796130 Ownership (Names 01)................ Kathryn M. Sollenberger Balance on Date of Death........... $ Opening Date........................... 05/09/95 Closed 9/9/02 Accrued Interest....................... Tala!....... ...... ......... ............ ....$ 17,147.58 34.16 17,181.74 This response does not apply to any assets held with Allfirst Brokerage, where Allfirst Bank is serving as a trustee, nor to any credit cards owned by Bank of America bearing AI/first Bank's name. . Page 3 December 16, 2002 For further account information, closures and/or reimbursement of funds refer to below branch. 1200 Market Street, Lemoyne, PA 17043, telephone 717-255.2271. Sincerely, -?1~,,:::f :7lt6td-"/dfc1 Mary Anne Macielag Associate I/ClS (302) 934.2240 JAN-23-2003 11:34 PNCBANK CIF DEPARTMENT 412 705 0057 P.Ol/0l 0PNCBAN< January 23, 2003 Shelly J. KUDkeI 204 State Street Harrisburg, PA 17101 RE: Estate of Kathryn M. Sollenberger, deceased SSN: 172-01-0781 DOD: 8/26/2002 Dear Ms. KlllIkel: In response to your request for Date of Death balances for the customer noted above, our records show the following: Certificates of Depotit Account #21001030408 Established 05/24/1993 KATHRYN M SOLLENBERGER DOD balance: $25,000.00 + $5.74 accrued interest Account #31600193751 KATHRYN M SOLLENBERGER DOD balance: $10,000.00 + $1.34 accrned interest Established 07/25/2000 Account #31300194575 KATIIRYN M SOLLENBERGER DOD balance: $10,000.00 + $1.34 aCCl'lled interest Established 07/2512000 Please note that this office OIlly provides date of death balances for deposit accounts (mAs, CDs, Checking and Savings accounts). We do not procesl .ny fbwlclaI transactions or prOYide statemenu. If you need auistaw:e with any of these items, please call1-888-PNC-BANK (1-888-762-2265) or stop by your local PNC Bank branch office. Sincerely, Gf~ uJ11b Rachelle Wells 1-800.762-1775 P7-PFSC-Q4-F 500 first A vc. PiltSbwllh PA 152/9 Member FDIC TOTAL P.Ol 1211 0/2002 SKARLATOS & ZONARJCH 204 STATE ST HARRlSBURGPA 17101 ..., WaYRrqi!lt LOOK FOR US WE'LL GET YOU THERE The information which you requested on the account(s) of KATHRYN SOLLENBERGER (Social Security Number 172-01-0781) is/are as follows: Account Number Class of Account Date Opened Principal Balance Accrued Interest 1000008921 CERTIFICATE 10/06/98 101689.61 240.29 101929.90 Balance at Date of Death Account Ownership SOLE Name of Joint Owner, if any Date Ownership Was Established Account Number Class of Account Date Opened Principal Balance Accrued Interest Balance at Date of Death Account Ownership Name of Joint Owner, if any Date Ownership Was Established Additional Infonnation Requested 1056240666 CERTIFICATE 09/17/93 40000.00 146.17 40146.17 SOLE S~~erely, 0,W/i i:t SENIOR SERVICES REP. PO. Box 1711. HARRISBURG, PENNSYLVANIA 17105-1711 Toll FrEe 1-866-WAYPOINT (1-866-929-7646) .IN YORK AREA 717/815-4500 ' www.waypointbank.com vL"OvE$ GaG OllS<ll<llUI GlA 6E"EvOZ1$ GOGJo su <l:mulug lUnO;);)V 6CEv$ GaG Ol '3uqsod lSU'1 uuoJ lS<ll<llUI OO"OOOZI$ GOGJo su <l;)UUlug Iud!;)U!ld spsod<lG <lUl!l <lcL(llunO;);)V 0661/1 ElZl p<lu<ldO <llUG 1<l'31<lqU<lIIOS W ubqW)l <lIl!llunO;);)V S099L80v19 l<lqUlnN lUnO;);)V }lNVg SNtlZI.L13 ~t ESTATE OF KATHRYN MAGAHA SOLLENBERGER FILE NO. 21 - 2002 - 00790 INHERITANCE TAX RETURN LAST WILL AND TESTAMENT CODICIL TO THE LAST WILL AND TESTAMENT OF 21-2002-790 KATHRYN MAGAHA SOLLENBERGER I, KATHRYN MAGAHA SOLLENBERGER, of 230 Bailey Street, New Cumberland, County of Cumberland and Commonwealth of Pennsylvania, being of lawful age and sound and disposing mind and memory, do hereby declare this to be the sole and singular Codicil to my Last Will and Testament dated May 27, 1994, and hereby revoke all prior codicils made by me. FIRST: I hereby nominate, constitute, and appoint PAMELA ELLEN PETERSHEIM and ROBERT H. GEISEL III, as Co-Executors of this my Last Will and Testament to serve without bond or security. I hereby authorize, empower, and direct them to carry out the terms of my Last Will and Testament as they, in their sole judgment, deem best for my estate; and to that end they shall exercise all authority granted by law and all authority necessary to carry out the intent of my Last Will and Testament. SECOND: I hereby revoke the request made in (d) of the FOURTH section of my Last Will and Testament dated May 27, 1994, in which I gave and bequeathed the sum of TWENTY THOUSAND DOLLARS to DWIGHT and JANET ASHBY, their issue per stirpes. While I recognize the friendship and affection we have shared through the years, it is my belief that such friendship and affection need not be supported by a bequest. This sum of TWENTY - 1 - -~ ~----.- "'-0:'" ,",~_____-'....,..,-.~"'--,-~-"---- ,"'h''''",(~'' ;'~""1n:"'l!;o:--""- THOUSAND DOLLARS should be added to the residuary of my estate. IN WITNESS WHEREOF, I, KATHRYN MAGAHA SOLLENBERGER, the Testatrix, have to this Codicil to my Last Will and Testament of May 27, 1994, set my hand and seal on this ;;Z 1rt1v day of February, 1997. This Codicil is typewritten on two consecutively numbered pages. ~ k :h~ StIc ~ KA~N MAGAHA SOL BERGER TESTATRIX Signed, sealed, published and declared by the above named Testatrix, as and for this Codicil to her Last Will and Testament, in the presence of us, who have hereunto subscribed our names at her request, as witnesses hereto, in the presence of the said Testatrix, and of each other. /:1tuh~,M~ residing at4~~A'cI;& (!tVu/ A ~ residing at cJ4!RJ/~) IA - 2 - ~_.~ OF KATHRYN HAG AHA SOLLENBERGER 21-2002-790 I, KATHRYN MAGAHA SOLLENBERGER, being of sound and disposing mind, memory and understanding, do hereby declare this to be my Last Will and Testament, hereby revoking all other wills and codicils which I have previously made. FIRST, I direct the payment of my debts and the expenses of my last illness and funeral from my estate as soon after my death as conveniently may be done. I direct that any and all Inheritance, Estate and Transfer Taxes imposed upon my estate passing under my Will shall be paid out of the principal of my residuary estate. It shall not be necessary to file any claims for debts, taxes, or administration expenses nor to have them allowed by any court. SECOND. I hereby give and bequeath my tangible personal property, as set forth in a separate, unsigned letter of ~nstruc~l0c wbl~h I shall place with my Will, to persons designated therein. If I have not left a letter-of instruction, I direct that my clothing be donated to the Salvation Army and that all other personal property be sold, NOT by public auction, and the proceeds added to the estate. LAST WILL AND TESTAMENT OF KATHRYN MAGAHA SOLLENBERGER THIRD: I hereby give, devise, and bequeath to my nephew, ROBERT H. GEISEL, the proceeds from the sale of my residence, to be held IN TRUST by his son. ROBERT GEISEL III, for the following purpose. These funds are to be used by ROBERT H. GEISEL for the purchase of a residence for his own use, such funds td be released by ROBERT GEISEL III for this purpose. in accordance with usual and customary real estate practice. The residence which ROBERT H. GEISEL purchases is to be of a value consistent with the proceeds of the sale of my residence and this bequest is to be used so that ROBERT H. GEISEL will have a mortgage-free residence. Any funds remaining following the purchase of such residence shall be added to the funding set forth below to defray operating expenses of the residence. In the event that ROBERT H. GEISEL should predecease me or die before the purchase of a residence. these funds shall be distributed to his issue, per stirpes. I further give and bequeath the sum of THIRTY THOUSAND DC~~A~S l$30.000.00) to ROB~RT H. GEISEL, to be helt in further trust by ROBERT GEISEL III for the upkeep, maintenance, repairs, taxes and utility costs of the home for ROBERT H. GEISEL. To this sum shall be added any remaining funds from the sale of my - 2 - LAST WILL AND TESTAMENT OF KATHRYN KAGAHA SOLLENBERGER residence as set forth in the paragraph directly above. In the event that ROBERT H. Geisel should predecease me or die before these funds are fully expended, then and in such event these funds shall be distributed to his issue. per stirpes. FOURTH. I hereby give and bequeath the following amounts to-the persons set forth below. a. To DEBORAH ROBINSON. my great niece, of Columbus. Ohio, the sum of THIRTY THOUSAND DOLLARS ($30.000.00), her issue per stirpes. b. To SANDRA GREEN. my great niece, currently residing in England, the sum of TWENTY THOUSAND DOLLARS ($20.000.00). her issue per stirpes. c. To CATHY RICHART, my great niece, the sum of TWENTY THOUSAND DOLLARS ($20,000.00), her issue per stirpes. d. To DWIGHT and JANET ASHBY, of the Harrisburg. Pennsylvania area, the sum of TWENTY THOUSAND DOLLARS ($20,000.00), their issue per stirpes. e. To my nephew WAYNE SHORT the sum of FIVE THOUSAND DOLLARS ($5,000.00). his issue per stirpes. f. To my nephew KEN SHORT the sum of TWO THOUSAND DOLLARS ($2,000.00). his issue per stirpes. g. To my friend KELLY BURTNETT of New CUmQerland, Pennsylvania, the sum of FIVE THOUSAND DOLLARS ($5,000.00). her issue per stirpes. h. To MELVIN PEFFER the sum of TEN THOUSAND DOLLARS ($10.000.00), his issue per stirpes. - 3 - LAST WILL AND TESTAMENT OF KATHRYN MAGAHA SOLLENBERGER i. To CHRIST LUTHERAN CHURCH, 13TH Street, Harrisburg, Pennsylvania, the sum of TWENTY THOUSAND DOLLARS ($20,000.00) on the condition that it is still in service at the same location. Should it no longer exist as Christ Lutheran Church or should it no longer be in service at the same location, then this bequest shall fail, and the proceeds shall be added to the residuary of my estate. j. To the SALVATION ARMY of Harrisburg, Pennsylvania, the sum of FIVE THOUSAND DOLLARS ($5,000.00). k. To BETHESDA MISSION of Harrisburg, Pennsylvania, the sum of FIVE THOUSAND DOLLARS ($5,000.00). 1. To the ZEMBO MOSQUE of Harrisburg for use by the SHRINER'S CRIPPLED CHILDREN'S HOSPITAL, the sum of TWENTY THOUSAND DOLLARS ($20,000.00). m. To the MASONIC HOME, Elizabethtown, Pennsylvania, the sum of TEN THOUSAND DOLLARS ($10,000.00). n. To ROBERT GEISEL III the sum of TEN THOUSAND DOLLARS ($10,000.00), his issue per stirpes. o. To DONALD GEISEL the sum of FIVE THOUSAND DOLLARS ($5,000.00), his issue per stirpes. p. To AVIS PULASKI the sum of FIVE THOUSAND DOLLARS ($5,000.00), her issue per stirpes. q. To JOHN SOLLENBERGER, my late husband's nephew, the sum of TEN THOUSAND DOLLARS ($10,000.00), his issue per stirpes. In the event there are insufficient funds to cover these bequests as set forth in this SECTION THREE, then those funds which are available shall be shared on a pro-rata basis. - 4 - LAST WILL AND TESTAMENT OF KATHRYN HAGAHA SOLLENBERGER FIFTH, I hereby give, devise, and bequeath all the rest, residue, and remainder of my estate to my nephew ROBERT H. GEISEL. SIXTH. I hereby nominate, constitute, and aapoint DWIGHT ASHBY as Executor of this my Last Will and Testament, to serve without bond or security. In the event that DWIGHT ASHBY is unable or unwilling to complete his duties as Executor, then and in such event I nominate, constitute and appoint JANET ASHBY as Executrix of this my Last Will and Testament, to serve without bond or security. - 5 - LAST WILL AND TESTAMENT OF KATHRYN MAG AHA SOLLENBERGER IN WITNESS WHEREOF, I, KATHRYN MAGAHA SOLLENBERGER, the Testatrix, have to this Last Will and Testament consisting of 6 typewritten pages, set my hand and seal this q?~day of ~ 1994. ff~J'mr~l-, 1-fthfftt"') KATHR N HAG HA SOLLEN RGER, TESTATRIX Signed. sealed, published and declared by the above-named Testatrix. as and for her Last Will and Testament, in the presence of us, who have hereunto subscribed our names at her request, as witnesses hereto, in the presence of said Testatrix, and of each other. residing at ~df1,AYh,-&d/ i1~/'1i)r;{) at I-!CdrriJi(J!j; fIJ !7//() residing - 6 - ACKNOWLEDGEMENT AND AFFIDAVIT COMMONWEALTH OF PENNSYLVANIA SS. , COUNTY OF The Testatrix and witnesses who names are subscribed to the foregoing instrument, being first duly sworn and qualified according to law, do hereby acknowledge and declare to the undersigned authority, that Testatrix signed and executed the instrument as her Last Will and Testament in the presence of the witnesses, that she signed willingly, that she executed as her free and voluntary act for the purposes therein expressed, that each of the witnesses, in the presence and hearing of the Testatrix, signed the Will as witnesses, and that to the best of their knowledge Testatrix was at that time eightee~ years of age or older, of sound mind and under no constraint or undue influence. .,.,.,---" J( u/I'''( .lritt'L J vl--//i".!r/J/ Testa rJ.X &"A1A'A ,/; 00r~ J' Witness /. ~ .0pJ Sworn named 1994. to, subscribed, and acknowledged before me by the Testatrix and witnesses this ~'1*' day of 7'J}~ above- ~ A lx1wW7t Notary Public (SEAL) NOTARIAL SEAl SHEILA A. BROWN. N<',aty Public Harrisburg, Dauphirl County My Comh',s:>>('.~'~){pires Dec. 23.1996 STATUS REPORT UNDER RULE 6.12 Name of Decedent: KATHRYN MAGAHA SOLLENBERGER Date of Death: AUGUST 26, 2002 Will No.: 0790-2002 Admin. No.: Pursuant to Rule 6.12 of the Supreme Court Orphans' Court Rules, I report that following with respect to completion of the administration of the above-captioned estate: 1. State whether administration of the estate is complete: Yes X No 2. If the answer is No, state when the personal representative reasonably believes that the administration will be complete: 3. If the answer to No. 1 is Yes, state the following: a. Did the personal representative file a final account with the Court? Yes No X b. The separate Orphans' Court No. (if any) for the personal representative's account is: c. Did the personal representative state an account informally to the parties in interest? Yes X No d. Copies of receipts, releases, joinders and approvals of formal or informal accounts may be filed with the Clerk of the Orphans' Court and may be attached to this report. Date: June 18, 2004 Signatur~3 Shelly J. Kunkel Name (Please type or print Skarlatos & Zonarich LLP £~. ~ [Z ~'~ "¥) 204 State Street ..... "' ~' ~'~' Harrisburg, PA 17101 Address (717)233-1000 Tel. No. Capacity: Counsel for Personal Representative IN RE: Estate of Kathryn Magaha Sollenberger a/k/a Kathryn M. Sollenberger IN THE COURT OF COMMON PLEAS CUMBERLAND COUNTY PENNSYLVANIA ORPHANS' COURT DIVISION ESTATE NO. 21 - 02- 790 ORDER OF COURT AND NOW, October 22, 2003, the within account is confirmed and distribution directed in accordance with the schedule. BY THE COURT OCT-22-2003 WED 09;38 AM SKARLATOS & ZONARICH LLP FAX N0, 7172336740 CONNOEPpR7NERT OPPREVRNU~ANIA BUREAU OP xNDIVIBUAI TAXES INI~itTTiMCC rAx QxVISION QFpT, ?bf6GJ HuaelseuRS, PA l9Y~R-06ea Nt3T1CE OF 7GNNRRITANCJi TAR APpRAISENENi, ALLawANtE OR aISALLCIIANCE 4F pF.aUCTIONS A1+id AS9E55NENT OF TAX P, 02 av.1S,7 QX AM iM~PS~ +~p~ IO~Z7-ZOOS EsTAr~ o~ sol.I.ENBElR6ra KATHRYN M RATE of a(EA7H 09-z6~20o1 1~ILE NUfo3El~ 21 02.07SD ROUN7Y CUNBERLANA ACN 1, D1 Il~outtt Rya^ittei~ MAKE CHECK pAYA$L,E AND RCMIT PAYMENT Tq: REGISTER qF WILLS CUMBERLAND CQ COURT HOUSE CARLISLE, PA 17023 SHELLY J KUNKEL SKARLA'~D5 a 20NAttTCli Zn4 STAIR ST HgG PA x7!01 CUT I-t,gNG THYS LINE -- N LOYIBR PORTION POIt RCV-iSt~4/ R~ Arr {YJ-Y~7) n~ul~~+~ Vr +nmc,n+~,,...... , .. - - 1NCE~ OR " ,.w-~-..---~--- n . r ...~-~~. ~... r b~$AI,I.OwANCE of bEbU~T'~ONS At10 AssESSMENT 4F TAX E$TATE a1= SoI.~.ENEER6ER KATNRYN M FILE No. 23, 02-079D ACN 101. aATE 10-27-ZOOS .. TAX Ri;[IJRN MA.r: [ X) ACCEPTEn AS fTLED [ ) eHANGID --~~..._.... ._.--~. ~-..~~~.._-._ _..~..rr rsww~s~ _ -rte wr. b~@ pTSEa vALtfR of RIITtJW1 a/1sEa t#N: ORIGINAL RETURN 7,. Real Ea'tat^ t5oheiJUle A) 2. StacKs ahd Boltdt [Sehodu),~a ^) 1f. GtosnJ,y kpld Stoek/part~+erah.lp 3ntarast lSchedulo E) 4. Mortyuyiti.•./Nb~es Receivable [Sclwduio b) 75, Cs-:h/Ben1c bapo::it /Mi:-c. PAttolwl Pr~rty t5aftaduie E:) 6, Jp~ntiy ONned PropbrtY [5cltndiaia F) 7. ~'ri~nsfnrs tSa[tedule G) o, TQt~». Aasats [1) . DO NOTE: Te 7-nsiira Proper ~ C2) .00 -- credit to your ~iecauht, [ti),_„ .04_ shit the upper- port3~blt [41 __ .00 o~F thls fora with your [5) ciOZ, 747_.22 tax pey^ant. (6) . QO C7) _ .00 _ . [e) _ Paz, 747 , zz APpROYRb aEnuCTtaNS ANA RXRnpTTdNS: 2g,6eD.27 9, Funerai ExpensosfAd^. Cosla/NJ,sc, Expanses tssJtedule N) (9) 1A. DebtslNort~ga LiraeSili43Aa/Liens (Schadu7.a I) [>,O] B6.OD i1, Totex psductiona tii) --... xg •T~-`2`Z- x7i~,~aD.95 12. tlet Veiua of Tax Return tiZD ~~,~~'~•51 1B. Charitable/teverrtwentaY eaquostaj Non•uloc#ed 91713 Trusts IScM~du].e J) (13D ZS 9 , Li ~ Y . 4 4 ),g . Nnt VulUe of E StdtA Sub feet ~ Tmc t l4) NOT2: Ifi an ass®ssmat[~ was issued prev3ot1s1~-r X~nee 14, 15 and~ar 16, '~7s 1$ and i9 Niii refiert 'figures thOt a.na~[Jde the natal 0'1' 14~ r~tJrns essessOd tit data. A66E6SMiE1~IT Op 7AX: . DO 7K 00 . d0 1.5. dwount of Lute I4 at Spovisal ratty [15) •OD X 045 _~~ ~ r OD 16, Amount of Line 14 taXUlfle ~~ Lxneallr.Yaas A rate l16) D D l x ~,,..,, D O [ 17) t ~ t . X . e 17. Arount o f line 14 ,a SiibX.leB rw 239~b61.44 x 1r a $5,949.22 3a. A^ount of Line l4 texrtbie x1t Lbxxataral/Class B ro4e tl$) f eJ p- 7' 29 i t14)~ 55,949,22 ,p nc . ax ra . Pr ... DATE __ _,.~,_,..-._ NUMRiER ~ '-"" >TITEREST/FEN FAIp (-) A110UNT PAID lx-lx-20p2 -~"~"CD~02ti 0 I.~D02. ~ 40,DDD.DD R iF PAxn AFTER BATE YNbICATCQ, S~.E REVERSE FOR cAL~uuitioN OF ADDIT=ANAL Ji7tTE~lJ::~T', TOTAL TAX CREDIT ~ 58,97.74 SALANcE OP TAX ttUE ~,D48.52CR INTEREST ANa P'RN: .DO TOTAL OUR 3,048,52CR [ ZF TOTAL 11UE ][S LESS THAN 01, !Iq PAY!'~NT IS REAUTitED. IF TOTAL BVE is k~FLECTLO A5 A ^FRRlfT"' (CR), YOU 11AY t•[: DuE A REFIA[D. SEE REVERSE STAE qF TNIS Ft~R}I fOR INSTRUCTxI1NS. ) OCT-22-2003 WED 09;38 AM SKARLATOS & ZONARICH LLP FAX N0. 7172336740 ~ ~~~ ~ ~ ~r~ .JLY J l~l4A>t~ `lJi.) 4M ~71C~L1A>~II-I AT•YDRNFY5 AT LAW 204 STATE sTR~ET {IARRISBURG, ptNNSYLYANIA 17101 JOHN R. ZONARICH ANNA MARtk SOSSONO l71'Y) 295-1000 JO}IN H. ZONARICH FAx (7 l7) 239.57ab CR~GORY S. CHE=LA1' WWW.:~kdf1~COS2011l rj CI1.COM SC9TT W. FOREMAN pnvlo H. Jur)Y pNC.EI O SKAVtLAT05 l 10Ed - I A81) FACSYMILE 7'12ANSMTSSION 'TO: DONNA PAX NO: 240-779'1 FROM: S~IFT.T~Y J. KUNKLL, TSQUIIZT I3ATT; Wednesday, October 22, 2003 SUI3JPGT': KATIIRYK SOI~Ll:NI31Jl~GI;R ES'i ATT; PAGES: (ittcludinb this cover page) MIObGETOWrI OFFICE 1711) f)44-510 TIC YOU rA1C, TO RHCEIVIs ANY PART OF TT~I15 TR.ANSMISSJON, PLEASC CONTACT Doris AT THIS UHI~TCL~ TMMT:I)IA'1'ELY (717) 233-1000. ** CQNFIUFNTIAI,ITY N(YI'F ** 'S'he doculnc-nts accompanying this facsimile transmission contain information firm thc 18w film of Skatluos & Zonarich y.I.P which is confidLTlliul and/or Icgnlly privilcgcci. '19~c infom~ation is inll:ndcd only fnr thc ttsc of the individual or entity named on this transmission sheet. if you arc not thc intended recipient, you arc ltcrcby notifiai that any disclbr;ure, copying dl.Stl•ibutian or theta&ingof anyacliun inrelianc(:ontllecantt:ntsofthisfaesimile lranalnission infornmtion is sb'ictly prohibitcJ, antl that thc doeuntents should be rctllmcYl to this firmtmlttediatcly. In this regnl'd, if you hnVe received this facsimile lranslltission in error, please notify us by telephone imlttediatuly >;o that we may arrange for the rehlm of the original documents to tts at no cost to you. F'. O 1 S9~ELTON OFFICE MF.CNANICt: SAV~NG6 OUILnRIO, 67E.201 160UTH' FRONY 57RGBT STEI;ETON, pCNNSYEVnN1A 17119 (7)'!) 950.39tsb FAX ('717) 9B5•D7H0 OCT-22-2003 WED 09;38 AM SKARLRTOS & ZONARICH LLP FAX N0. 7172336740 CONMONI~1>~AL7H OR pENlISYi"VANIA ayREA(1 aP xppiVlpuAL TAXES nBPARTNENT OF ~iEVENUE FNI~RiTiNCC YAx piVxsION DEPT. ?A169x Nf)TXCE OF 1NNERiTANCR YAK MuetiseuRS, PA 17)Eb-0693 APPRAISEMENi, AL~.OwANt:E oR oISALLOwA-+cE OR fiF.oUCTiONS Alln A54E55NENT OF TAX SN>rLLY J KUNKEL SKARLAT05 sl 20NAItTCI! zn4 STATR sT N$C PA 17101 P. 02 sv.u+~ ax ~m en~•as, bpi 10-272005 ESTATE 0{F SOLLENBKR6I:R KATHRYN M RATE OF DEATH 09-262001 FILE NU10>iER 21 02-0750 COUNTY CUMBERLANp AcN lal ~It Rasittei~ ..r~....~:... - MAKE CHECK PAYA$L~E AND RCMIT PAYMENT T0: REGISTER pF WILLS CUMSFRLANA CO COURT !!OUSE CARLISLE, PA 17013 l>CNE 0` REMAIN L~R__ PORTIO>r FOR J _ MICE, OR " ......-_..---,--- rc9:v-s:+~, F* ~~~ .~+-~~~bYSALl.OwANCE of nE'alJ~~'tONS IINIA AssESSMBNT AF TAX ESTl17E 01= SOI.I.ENEERGER KATHRYN M FILE NO. 2a 02^075D ACN 101. DATE 1D-27-2005 .. TAX R[;TIIRN NAS; [ X) AiCC[:PTm AO fILRD ( ) cHAN1;E0 _~ ......- -- ------------- ---_...... ~..~.,..~~ _ ~~~ „r. sae 1xSE:D YALt1R OF RETI)RN )iASED ON: ORYfiZNAt, RETURN ),. Rani Ea~Eete 15ohsciul• A) 8. Statics attd BoAdm [Sahodu),a~ H) tS. Gtosniy Ih41d Stoek/Partn<+rah.tp Interest (Schedule c) 4. Mortyu~,ges/News RMeeivatila [schudulo b) 6, Cs-;Jv/Bank bapot:ft^,/![i.iC. P~arson+~i Property [sdhedulq R) 6, Jointly ONned Property [Schadu]~a F) 7. 1'r~~nsfnrs [5ahedula S3 o. Total Agee;s ~'~ AMOUNT PAID f A~ I-) ,Opz~"~= 40,D0 APpRUYEl1 nEDUGTIONS AND tZXFcNpT1dNS: 2q,680,27 9. Funeral ExpenseslAdo. Costa/Mi;c, Expenses (schedule H) t9) lA. Drbts/Hortgego Limo91ft3as/Lies [Schedu].g I) [10) 86.DD 4.766.27 ~,)., TotxA Osductionat (igt ~ x 2,S11ID,45 12. clot V~lua of Tax Return SS X19.91 ' 1S. Charitabl9dEewr~entai 9aquestaj Non-oloetad 9113 7ruste (schedu].(- J) 115) -- ~ z~9 E~6Y.4~4 lg, Mot Value o•f Eslab Subject to Tex [14) NG'TE: I~F an ass®abalet[t: was xss[,led pr•ev3oils~'Y, X~naa 14, ~ and~ar 16, :~'7, 18 and 14 Iriii refiest figures ghat a.na1:[de the total ~ ~ rel~urns a~ssesssd t(- dRta. AssECSNENT Op TAX: . 00 x 00 . d0 ~ 1.5. owaunt of Linn 14 at Spousal ro't'e (15) -00 X 045 - ~ - ~Oa 16. Amount of Line 14 {~c(ib~lo rt l„ir~eal/Glees A rate tl6) . 40 K 12 ~ _--- : ~ , 00 17. Arount of tine 14 ,fit Sib~.i1+0 rwte [17) , 239661.44 k Ya . -- $5+949.22 la. Asount of Lino 14 ta~pla x1t Gal),atarellciess B 1'~4e [1>A) 949 22 55 19. PrincS,pnl. 1'ax due (lq)~ . , ...~- R 1F PAID AFTER BATE INbIOATeD~ SIE.t3 INVERSE FOR GALwU-T>D11 DF ADDiTIINiAL 111YE1t>c~T• L1)~ .00 NlDT[?: Te inure proper [Z)~ • 00 credit to your weFaurut, [,1),_„ ,OQ_ shit the upper perti~C~h [4I~,,,.,.,^~-00 e~f this fora Mx~ your [5) 502, 747-. 22 tax Peyeent. [s) . OD Cy). - . 0 D [a) ~502,747',z2 TOTAL TAX CREDIT 38,957.74 BALANCE OF TAX 11U~ 3, 048.52Cl~ INTEREST AMID PEN: . 0 D TOTAL D11E 3, O+iB , 52CR [ IF TOTAL 1MJE IS HESS TNAN 31, N4 PAY!'~N'f IS REpUTFYP. IF TOTAL AuE rs ~wEFLECt4D As A ^cRl:axrw (CR), roe fu-Y gE DuE A REFIbID. SEE REVERSE SIDE dF TNIS Ft~R}I FOR Il15TRUCT7[dls. ) In the Orphans' Court Division of the Court of Common Pleas of Cumberland County COMMONWEALTH OF PENNSYLVANIA No. 21-02-0790 Estate of KATHRYN MAGAHA SOLLENBERGER a/k/a KATHRYN M. SOLLENBERGER, Deceased Late of Camp Hill Borough, Cumberland County, Pennsylvania FIRST AND FINAL ACCOUNT of PAMELA ELLEN PETERSHEIM and ROBERT H. GEISEL III, CO-EXECUTORS Date of Death: Letters Granted: First Complete Advertisement of Grant of Letters: Account Stated to: PRINCIPAL Receipts Net Gain or (Loss) on Conversions Adjusted Balance Less Disbursements Balance before Distributions Distributions to Beneficiaries Principal Balance Remaining INCOME Receipts Less Disbursements Balance before Distributions Less Distributions to Beneficiaries Income Balance Remaining COMBINED BALANCE REMAINING INVESTMENTS CAPITAL CHANGES AFFIDAVIT OF ACCOUNTING PARTY SCHEDULE OF PROPOSED FINAL DISTRIBUTIONS August 26, 2002 August 30, 2002 November 8, 2002 August 15, 2003 SUMMARY 8~ INDEX Pages 2 $ 302,359.96 3-4 - $ 302,359.96 6 (71,497.27) $ 230,862.69 6 - 7 $ 2,280.86 8 - $ 2,280.86 8 - 5 5 9 Exhibit A (at Page 10) $ 230,862.69 2,280.86 $ 233,143.55 COMPOSITION OF NET BALANCES Total Principal and Income Combined Cash Commerce Bank Estate Escrow Direct Account Market Value Aupust15,2003 253,118.55 Account Value 253,118.55 TOTAL PRINCIPAL AND INCOME COMBINED PRINCIPAL RECEIPTS 253,118.55 253,118.55 Per Inventory Filed Per Copy of Inventory attached to the Petition for Distribution as Exhibit "C" Adjustments to Account Values Checks 1957,1958, 1959 cleared after DOD Receipt of CD Interest checks after date of death into Allfirst Estate Checking Interest from above deposit included in attached detail TOTAL PRINCIPAL RECEIPTS 302,747.22 (648.80) 636.09 (374.55) 302,359.96 Page 2 CONVERSIONS INTO CASH 09/09/02 Waypoint Bank CD # 1000008921 Proceeds 101,987.57 Inventoried at 101,987.57 09/09/02 Waypoint Bank CD # 1000008921 ,Accrued Interest Proceeds 86.75 Inventoried at 86.75 09/09/02 Waypoint Bank CD # 1056240666 Proceeds 40,000.00 Inventoried at 40,000.00 09/09/02 Waypoint Bank CD # 1056240666 ,Accrued Interest Proceeds 56.21 Inventoried at 56.21 09/09/02 Citizens Bank CD #6140876605 Proceeds 12,000.00 Inventoried at 12,000.00 09/09!02 Citizens Bank CD #6140876605 , Accured Interest Proceeds - Inventoried at - 09!09/02 PNC Bank CD # 21001030408 Proceeds 25,000.00 Inventoried at 25,000.00 09/09/02 PNC Bank CD # 21001030408 ,Accrued Interest Proceeds 43.04 Inventoried at 43.04 09/09/02 PNC Bank CD # 31600193751 Proceeds 10,000.00 Inventoried at 10,000.00 09/09/02 PNC Bank CD # 31600193751 ,Accrued Interest Proceeds 18.72 Inventoried at 18.72 09/09!02 PNC Bank CD # 31300194575 Proceeds 10,000.00 Inventoried at 10,000.00 Gain Loss Page 3 09/09/02 PNC Bank CD # 31300194575 ,Accrued Interest Proceeds 18.72 Inventoried at 18.72 09!09/02 Allfirst Bank CD # 87008100796130 Proceeds 17,147.58 Inventoried at 17,147.58 09/09/02 Allfirst Bank CD # 87008100796130 ,Accrued Interest Proceeds 34.16 Inventoried at 34.16 09/09/02 Allfirst Bank CD # 87008100580804 Proceeds 30,007.56 Inventoried at 30,007.56 09/09/02 Allfirst Bank CD # 87008100580804 ,Accrued Interest Proceeds 3.56 Inventoried at 3.56 09/09/02 Allfirst Bank CD # 80000002027967 Proceeds 10,009.60 Inventoried at 10,009.60 09/09/02 Allfirst Bank CD # 80000002027967 ,Accrued Interest Proceeds 5.94 Inventoried at 5.94 09/09/02 Allfirst Bank CD # 80000002027918 Proceeds 10,007.09 Inventoried at 10,007.09 09/09/02 Allfirst Bank CD # 80000002027918 ,Accrued Interest Proceeds 29.68 Inventoried at 29.68 09/09/02 Allfirst Bank Checking # 0057210578 Proceeds 33,972.22 Inventoried at 33,972.22 09/09/02 Allfirst Bank Checking # 0057210578 ,Accrued interest Proceeds 3.98 Inventoried at 3.98 TOTAL TRANSFERRED TO SUMMARY Page 4 PRINCIPAL INVESTMENTS 11/06/02 Initial Cash deposit, Legacy Bank, Estate Checking Account 300,262.81 12/31/02 Cash deposit, Commerce Bank, Escrow Direct Account 253,839.54 Close Legacy Bank Estate Checking and transfer funds to Commerce Bank PRINCIPAL CAPITAL CHANGES Legacy Bank, Estate Savings Account 09/25/02 Deposit -from Allfirst Bank original estate checking 300,262.81 11/06/02 Withdrawal -transfer funds to Legacy estate savings 200,000.00 Commerce Bank, Estate Distribution/Checking Account 12/31 /02 Deposit -Transfer all funds from Legacy Bank to Commerce Bank 253,839.54 Page 5 PRINCIPAL DISBURSEMENTS 09/09/02 Clarke American -Estate check fees 32.00 09/09/02 Barbara Graybill, Esquire -attorneys fees 339.50 09/09/02 Pennsylvania Department of Revenue - 2002 3d Quarter estimated tax 100.00 09/09/02 United States Treasury - 2002 3d Quarter estimated tax 300.00 09/30/02 Reimburse Allfirst Bank -account closeout shortage 16.50 10/07/02 Rolling Green Memorial Park -monument fee 'I ,925.00 10/08/02 Parthemore Funeral Home -Additional charges for funeral services 204.50 10/08/02 Robert H. Geisel, III -Reimbursement for funeral luncheon 266.48 10/08/02 Pamela Ellen Petersheim -Reimbursement for funeral clothing 46.79 10/16/02 Cumberland Law Journal -Estate advertisement 75.00 11/04/02 HCR Manor Care -Balance due on account 60.00 11 /05/02 The Sentinel -Estate advertisement 110.03 11 /05/02 Information Network Associates -private intestigation and heir search 200.00 11/12/02 Register of Wills, inheritance tax payment 40,000.00 12/12/02 Skarlatos &Zonarich, LLP, retainer 3,000.00 12/23/02 Skarlatos &Zonarich, LLP, retainer 2,017.00 12/23/02 Skarlatos &Zonarich, LLP, costs reimbursed 32.95 04/11 /03 PA Department of Revenue - 2002 income taxes on PA40 26.00 04/15/03 H&R Block Premium -Preparation of 2002 income taxes 208.00 04/29/03 Skarlatos &Zonarich, LLP, retainer 1,000.00 06/04/03 H&R Block Premium -Preparation of 2002 income taxes -balance due 55.00 08/06/03 Skarlatos &Zonarich, LLP, retainer '1,500.00 08/06/03 Skarlatos &Zonarich, LLP, costs reimbursed 7.52 08/15/03 Skarlatos &Zonarich, LLP, attorney fees 7,591.00 08/15/03 Pamela Ellen Petersheim -Executor's Commission 5,000.00 08/15/03 Robert H. Geisel, III -Executor's Commission 5,000.00 08/15/03 Register of Wills, filing fee for First and Final Account 150.00 08/15/03 Register of Wills, filing fee for Receipts and Releases 234.00 08/15/03 Reserve for H&R Block Premium -First Fiduciary and Final Fiduciary Returns 1,000.00 RESERVE FOR FINAL EXPENSES '1,000.00 TOTAL PRINCIPAL DISBURSEMENTS 71,497.27 PRINCIPAL DISTRIBUTIONS TO BENEFICIARIES NONE Page 6 Leoacv Bank Estate Account INCOME RECEIPTS 11 /02/02 Interest 260.65 12/02/02 Interest 229.23 Commerce Bank Estate Account 01 /31 /03 Interest 109.92 02/28/03 Interest 209.85 03/31 /03 Interest 194.96 04/30/03 Interest 215.96 05/31 /03 Interest 208.57 06/30/03 Interest 216.00 07/25/03 Interest 209.19 Waypoint Bank CD # 1000008921 09/09/02 Interest from DOD to Close 144.42 Waypoint Bank CD # 1056240666 09/09/02 Interest from DOD to Close 84.31 Citizens Bank CD # 6140876605 09/09/02 Interest from DOD to Close 20.89 PNC Bank CD # 21001030408 09/09/02 Interest from DOD to Close 37.30 PNC Bank CD # 31600193751 09/09/02 Interest from DOD to Close 17.38 PNC Bank CD # 31300194575 09/09/02 Interest from DOD to Close 17.38 Allfirst Bank CD # 87008100796130 09/09/02 Interest from DOD to Close 24.68 Allfirst Bank CD # 87008100580804 09/09/02 Interest from DOD to Close 46.27 Allfirst Bank CD # 80000002027967 09/09/02 Interest from DOD to Close 15.44 Allfirst Bank CD # 80000002027918 09/09/02 Interest from DOD to Close 15.43 Allfirst Bank Checking # 0057210578 09/09/02 Interest from DOD to Close 3.03 TOTAL INCOME RECEIPTS 2,280.86 Page 7 INCOME DISBURSEMENTS NONE INCOME DISTRIBUTIONS TO BENEFICIARIES NONE `J.~iyYt.E~ C.~'L%:/~ ~..E'..~.EGtJ'i'?~'.C• Z'b..i ~f~ %P.~S~K,,G, PAM A ELLEN P HEIM, CO-EXECUTOR ~D -~ ,c" OBERT H. GEI ,III, CO- XECUTOR Page 8 In the Orphans' Court Division of the Court of Common Pleas of Cumberland County COMMONWEALTH OF PENNSYLVANIA No. 21-02-0790 Estate of KATHRYN MAGAHA SOLLENBERGER a/k/a KATHRYN M. SOLLENBERGER, Deceased Late of Camp Hill Borough, Cumberland County, Pennsylvania AFFIDAVIT OF ACCOUNTING PARTY COMMONWEALTH OF PENNSYLVANIA ) ss. DAUPHIN COUNTY ) PAMELA ELLEN PETERSHEIM AND ROBERT H. GEISEL, III ,being duly sworn according to law, depose and say that they are the Accountants in the Estate above named, and that the FIRST AND FINAL ACCOUNT stated to August 15, 2003 contains according to the best of their knowledge and belief a true statement of all our receipts and disbursements on account of the Estate and of all moneys or other property belonging to the Estate which have come into our hands or been received by any other person by our order or authority for our use and that we do not know of any error or ommission in the account to the prejudice of any creditor of, or person interested in, the Estate; and that the Grant of Letters Testamentary and the first complete advertisement therof occurred more than four (4) months before filing the First and Final Account. ~.~~~~ ~ ~ ~~~v~ ~~~x~ P A ELLEN RSHEIM, CO-EXECITOR / .- ROBERT EISEL, II , CO-EXECUTOR Sworn to and Subscribed before me this a7 n day of a~~.s /[~~ Notary Public Notarial Seal Sharon K. Shaffer, Notary Public City of Harrisburg, Dauphin County My Commission Expires Sept. 6, 2004 M6rt~8r, P9tN18ylVaniaAssoCiatlpnp}Notaries Page 9 EXHIBIT "A" SCHEDULE OF PROPOSED DISTRIBUTION Page 70 In the Orphans' Court Division of the Court of Common Pleas of Cumberland County COMMONWEALTH OF PENNSYLVANIA No. 21-02-0790 Estate of KATHRYN MAGAHA SOLLENBERGER a/k/a KATHRYN M. SOLLENBERGER, Deceased Late of Camp Hill Borough, Cumberland County, Pennsylvania SCHEDULE OF PROPOSED DISTRIBUTION Balance for distribution as per FIRST AND FINAL ACCOUNT Dated August 15, 2003 $ 233,143.55 Distribution Market Value August 15. 2003 Cost Basis Robert H. Geisel Principal Cash (pre-residue) $ 132,074.32 $ 132,074.32 Deborah Robinson Principal Cash (residue) $ 16,283.80 $ 16,283.80 Income Cash (residue) 375.97 375.97 Sandra Green Principal Cash (residue) $ 10,855.86 $ 10,855.86 Income Cash (residue) 250.64 250.64 Cathy Richart Principal Cash (residue) $ 10,855.86 $ 10,855.86 Income Cash (residue) 250.64 250.64 Beverly Sims, issue of Wayne Short, deceased Principal Cash (residue) $ 2,713.97 $ 2,713.97 Income Cash (residue) 62.66 62.66 Ken Short Principal Cash (residue) $ 1,085.59 $ 1,085.59 Income Cash (residue) 25.06 25.06 Kelly Burtnett Principal Cash (residue) $ 2,713.97 $ 2,713.97 Income Cash (residue) 62.66 62.66 Proposed Distribution Page 7 of 4 SCHEDULE OF PROPOSED DISTRIBUTION CONTINUED Balance for distribution as per FIRST AND FINAL ACCOUNT Dated August 15, 2003 $ 233,143.55 Distribution Market Value August 15. 2003 Cost Basis Suzanne Douglas, issues of Melvin Peffer, deceased Principal Cash (residue) $ 5,427.93 $ 5,427.93 Income Cash (residue) 125.32 125.32 Christ Lutheran Church Principal Cash (residue) $ 10,855.86 $ 10,855.86 Income Cash (residue) 250.64 250.64 Salvation Army of Harrisburg Principal Cash (residue) $ 2,713.97 $ 2,713.97 Income Cash (residue) 62.66 62.66 Bethesda Mission of Harrisburg Principal Cash (residue) $ 2,713.97 $ 2,713.97 Income Cash (residue) 62.66 62.66 Shriners Hospitals for Children Principal Cash (residue) $ 10,855.86 $ 10,855.86 Income Cash (residue) 250.64 250.64 Masonic Homes of the Grand Lodge of Pennsylvania Principal Cash (residue) $ 5,427.93 $ 5,427.93 Income Cash (residue) 125.32 125.32 Robert Geisel III Principal Cash (residue) $ 5,427.93 $ 5,427.93 Income Cash (residue) 125.32 125.32 Donald Geisel Principal Cash (residue) $ 2,713.97 $ 2,713.97 Income Cash (residue) 62.66 125.32 Avis Pulaski Principal Cash (residue) $ 2,713.97 $ 2,713.97 Income Cash (residue) g2 ~~ ~~ ~~ Proposed Distribution Page 2 of 4 SCHEDULE OF PROPOSED DISTRIBUTION CONTINUED Balance for distribution as per Dated August 15, 2003 Distribution FIRST AND FINAL ACCOUNT $ 233,143.55 Market Value Au4ust15.2003 John Sollenberger Principal Cash (residue) Income Cash (residue) TOTAL OF ALL PROPOSED DISTRIBUTIONS 5,427.93 $ 125.32 Cost Basis 5,427.93 125.32 233,143.55 Proposed Distribution Page 3 of 4 STATEMENT OF THE REASONS FOR THE PROPOSED DISTRIBUTION The above distribution is proposed in accordance with the Last Will and Testament of Kathryn Magaha Sollenberger dated May 27, 1994 and Codicil dated February 24, 1997. PAMELA ELLEN PETERSHEIM, Co-Executor (;p - ROBERT . G IS L, III, Co-Executor COMMONWEALTH OF PENNSYLVANIA ) ss. COUNTY OF DAUPHIN ) PAMELA ELLEN PETERSHEIM and ROBERT H. GEISEL III, being duly sworn according to law, depose and say that they are the Co-Executors and the Accountants in the Estate above named, and that the facts set forth in the Statement of the Reasons for the Proposed Distribution are true and correct. +V~~IyL2~G0'~.- ~.~i~-~~P.G~2%L~ ~-~.~ aJ'- ~e~ti PAM ELLEN PETE M, Co-Executor ~~~ ERT H. GE EL, III, Co-Executor Sworn to and Subscribed b fore me this ~ day of r)7/~l[,~ p~0~3 Notary Public Notarial Seal Sharon K. Shaffer, Notary Public City of Harrisburg, Dauphin County 1Hy Commission Expires Sept. 6, 2004 Member, PennsylvaniaASeoclaUon of Notaries Proposed Distribution Page 4 of 4 In the Orphans' Court Division of the Court of Common Pleas of Cumberland County COMMONWEALTH OF PENNSYLVANIA No. 21-02-0790 Estate of KATHRYN MAGAHA SOLLENBERGER a/k/a KATHRYN M. SOLLENBERGER, Deceased Late of Camp Hill Borough, Cumberland County, Pennsylvania SCHEDULE OF DISTRIBUTION Schedule of Distribution in accordance with Adjudication dated of Geisel, III, Co- Executors. Balance for distribution as per Dated August 15, 2003 J., upon the First and Final Account of Pamela Ellen Petersheim and Robert H. FIRST AND FINAL ACCOUNT Distributions to Beneficiaries per Account CERTIFICATION OF SCHEDULE OF DISTRIBUTION $ 233,143.55 hereby certify that the foregoing Schedule of Distribution is correct and in conformity with the Last Will and Testament dated May 27, 1994 and Codicil dated February 24, 1997 of Kathryn Magaha Sollenberger. Attorney Accountant IN THE MATTER OF IN THE COURT OF COMMON PLEAS THE ESTATE OF CUMBERLAND COUNTY, PENNSYLVANIA ORPHANS' COURT DIVISION KATHRYN MAGAHA SOLLEN- BERGER, a/k/a KATHRYN M. SOLLENBERGER, Deceased ESTATE N0. 21-02-0790 CERTIFICATE OF NOTICE I, Shelly J. Kunkel, Esquire, attorney for Petitioners, hereby certify that I this day served a copy of the foregoing First and Final Account of Pamela Ellen Petersheim and Robert H. Geisel, III, Co-Executors of the Estate of Kathryn Magaha Sollenberger a!k/a Kathryn M. Sollenberger on the persons indicated below by depositing a copy of the same in the United States Mail, postage prepaid, at Harrisburg, Pennsylvania, addressed as follows: Office of Attorney General 14`h Floor -Strawberry Square C T & O Department Harrisburg, PA 17120 Robert H. Geisel 1075 Chambers Street Oberlin, PA 17113-1606 Deborah Robinson 5126 Dorene Lansing, MI 48917 Sandra Green 2 Robin Hill, Brickhill, Bedford, Beds. MK41 7QP Cathy Richart 5111 F Street Little Rock, AR 72205 Beverly Ann Sims 38 Francis Green Circle Baltimore, Maryland 21221 Ken Short 1914 Rollingwood Road Baltimore, MD 21228 Kelly Burtnett 418 Brown Briar Circle Horsham, PA 19044 Suzanne Douglass 4 Irongate Court Mechanicsburg, PA 17050 Robert Geisel, III 2229 Highland Circle Harrisburg, PA 17110 Donald Geisel 2436 Kensington Street Harrisburg, PA 17104 Avis Pulaski 8 Rutherford Road Harrisburg, PA 17109 John Sollenberger 23613 Northport Clinton Twp., MI 48036 Pamela E. Petersheim 410 Orange Street Wrightsville, PA 17368 Christ Evangelical Lutheran Church 124 S. 13th Street Harrisburg, PA 17104 The Salvation Army c/o Richard D. Allen 440 West Nyack Road West Nyack, NY 10994-1739 Shriners Hospitals for Children Post Office Box 31356 Tampa, FL 33631-3356 Masonic Homes of the Grand Lodge of Pennsylvania 1 Masonic Drive Elizabethtown, PA 17022-2199 Bethesda Mission P. O. Box 3041 1500 North Second Street Harrisburg, PA 17105 Dated: September 0 , 2003 - Shelly J. K ,Esquire Identification No. 64485 John R. Zonarich, Esquire Identification No. 19632 S][~All~l[.A'I'®S & Z®I~A1E~Cl=I[ 1L1LlP 204 State Street Harrisburg, Pennsylvania 17101 (717) 233-1000 Telephone (717) 233-6740 Facsimile Attorneys for Petitioners Pamela Ellen Petersheim and Robert H. Geisel, III, Co-Executors of the Estate of Kathryn Magaha Sollen- berger a/k/a Kathryn M. Sollenberger IN THE MATTER OF THE ESTATE OF . KATHRYN MAGAHA SOLLEN- BERGER, a/k/a KATHRYN M. SOLLENBERGER, Deceased IN THE COURT OF COMMON PLEAS CUMBERLAND COUNTY, PENNSYLVANIA ORPHANS' COURT DIVISION ESTATE NO. 21-02-0790 AFFIDAVIT OF NOTIFICATION TO BENEFICIARIES I• I, Shelly J. Kunkel, Esquire, attorney for Petitioners, hereby certify that I have undertaken the following means to notify the beneficiaries of the above referenced estate of their rights and obligations: On November 13, 2002, Notice of Estate Administration pursuant to Orphans' ~• Court Rule 5.6 was sent to each beneficiary by standard First Class U.S. Mail, along with an accompanying cover letter setting forth the administrative requirements to be satisfied prior to distribution of the estate. A copy of each letter and 5.6 Notice is attached hereto as Exhibit "A". On September 5, 2003, I served each beneficiary and the Commonwealth of Pennsylvania, Office of Attorney General, with the following documents by Certified U.S. Mail, Return Receipt Requested: 1. A copy of the First and Final Account of Pamela Ellen Petersheim and Robert H. Geisel, III; 2. A copy of the Petition to Interpret Will Provisions and Reform Testamentary Trust Investment and Administrative Restrictions in Accordance With 20 Pa. C.S.A. §§ 711(a), 711 (b), and 7202 (b), a copy of the First and Final Account; 3. An Audit Notice informing each beneficiary of the audit date and time and setting forth the deadline for filing objections thereto; 4. A cover letter stating the reasons for the Petition and the Proposed Schedule of Distribution and restating the beneficiaries' right to file objections. A copy of each cover letter, Audit Notice, and return receipt is attached hereto as Exhibit «B„ Page 1 of 3 On September 17, 2003, I received written confirmation from John L. Downing, Deputy Attorney General, indicating acceptance of the First and Final Account of Pamela Ellen Petersheim and Robert H. Geisel, III on behalf of the charitable beneficiaries of the Estate of Kathryn Magaha Solenberger, a/k/a Kathryn M. Sollenberger, Deceased. A copy of Deputy Attorney General Downing's letter is attached hereto as Exhibit "C." The Cumberland County Orphans' Court deadline for filing First and Final Accounts for Audit in the month of October 2003 was September 12, 2003. The First and Final Account of Pamela Ellen Petersheim and Robert H. Geisel, III I• and the Petition to Interpret Will Provisions and Reform Testamentary Trust Investment and Administrative Restrictions in Accordance with 20 PS C.S.A. §§ 711(a), 711(b), and 7202 (b) were filed on September 9, 2003 with the Cumberland County Register of Wills. The deadline for objections to the First and Final Account was 9:30 a.m. on October 14, 2003. No objections to the Petition or First and Final Account have been received by this office. Dated: October 23, 2003 Shelly J. el, Esquire Identification No. 64485 SICAIII.AT®5 $z ~®1@I~lEI3[ I,LP 204 State Street Harrisburg, Pennsylvania 17101 (717) 233-1000 Telephone (717) 233=6740 Facsimile ~• Attorneys for Petitioners Pamela Ellen Petersheim and Robert H. Geisel, III, Co-Executors of the Estate of Kathryn Magaha Sollen- berger a/k/a Kathryn M. Sollenberger Page 2 of 3 COMMONWEALTH OF PENNSYLVANIA I• COUNTY OF DAUPHIN ss: BEFORE ME, the undersigned authority, duly authorized to administer oaths and take acknowledgments, personally appeared Shelley J. Kunkel, Esquire, who deposes and says that the statements contained within the foregoing AFFIDAVIT OF NOTIFICATION TO BENEFICIARIES are true and correct to the best of her knowledge. SWORN TO and SUBSCRIBED before me in the State and County aforesaid this 23rd day of October, 2003. ~ ,~. Notary Public My commission expires: Notarial Seal Sharon K. Shaffer, Nota~; Public City of Harrisburg, Dauphin County My Commission Expires Sept. 6, 2004 Member, Pennsylvania Associatlonof Notaries 1~ • Page 3 of 3 ~~`~~ $z ~l~t~~ lC$IP ATTORNEYS AT LAW 204 STATE STREET HARRISBURG, PENNSYLVANIA 17101 JOHN R. ZONARIC H' ANNA MARIE SOSSO NG JOHN B. ZONARICH GREGORY S. CHELAP $HELLV J. KUNKEL TooD F. TRUNTZ t DAVID H. Juov (717) 233-1000 TELEFAX (717) 233-6740 WWW.SKARLATO SZONARICH.COM ANGELO SKARLATOS (1 966 - 1 981 ) I• * BOARD CERTIFIED IN CIVIL TRIAL ADVOCACY t AL50 ADMITTED IN NEW .IERS EV Sandra Green 2 Robin Hill, Brickhill Bedford, Beds M.K. 417 QP England -- November 13, 2002 RE: Estate of Kathryn M. Sollenberger Dear Ms. Green: STEELTON OFFICE MECHANICS SAVINGS BUILDING, STE. 201 S I SOUTH FRONT STREET STEELTON PENNSYLVANIA 17113 (717) 939-9358 MIDDLETOWN OFFICE (717) 944-5109 WRITER'S EMAIL: SJk@SkerlelOSZOnanch.com I am writing to inform you that this office has been retained to represent the Estate of Kathryn Magaha Sollenberger a/k/a Kathryn M. Sollenberger, and you have been named as a beneficiary under her Last Will and Testament. Pursuant to Cumberland County Orphans' Court Rule 5.6, it is a requirement that each beneficiary under a will be provided with notice of the estate administration. Accordingly, please find enclosed a Notice of Estate Administration for the Estate of Kathryn Magaha Sollenberger for your records. Although the notice recites a specific bequest set forth in the language of Mrs. Sollenberger's will, please be advised that her estate assets are insufficient to satisfy each bequest completely. In such situations, the Estate must prepare a First and Final Account to the Cumberland County Orphans' Court which seeks a court order to distribute the estate assets to all beneficiaries, but which reduces each individual's share in proportion to the assets available for distribution. The filing of such an account cannot occur until all estate debts and taxes have been paid, and the Pennsylvania inheritance tax return and miscellaneous income tax returns have been filed on behalf of the estate. Realistically speaking, this entire administrative process could last approximately one year. 1• I am pleased to provide you with information about your beneficial interest in this estate, however I want to also provide you with realistic expectations regarding the administration of and ultimate distribution of estate assets. From this point forward, our office will not be contacting you until a First and Final Account is filed with the court, approximately six to nine months from this date. In the meantime, I look forward to administering Mrs. Sollenberger's estate, and would be happy to speak with you should you have additional questions or concerns in this regard. Thank you for your cooperation and patience in this matter. Sincerely, ---~ -.: Shelly J. Kunkel SJK:sks Enclosure IMPORTANT NOTICE NOTICE OF ESTATE ADMINISTRATION Whether you will receive any money or property will be determined wholly or partly by the decedent's Will. If the decedent died without a Will, whether you will receive any money or property will be determined by the intestacy laws of Pennsylvania. ~~ BEFORE THE REGISTER OF WILLS, COUNTY OF CUMBERLAND, PENNSYLVANIA In Re: Estate of KATHRYN MAGAHA SOLLENBERGER, a/k/a KATHRYN M. SOLLENBERGER, Deceased T0: SANDRA GREEN 2 Robin Hill Brickhill Bedford Beds M.K. 417 QP England No. 21-02-0790 Please take notice of the death of decedent and the grant of letters to the personal representatives named below. In accordance with Item FOURTH (b) of decedent's Will you have a beneficial interest in the estate as follows: "To SANDRA GREEN, my great niece, currently residing in England, the sum of TWENTY THOUSAND DOLLARS ($20,000.00), her issue per stirpes." The Decedent, Kathryn Magaha Sollenberger, a/k/a Kathryn M. Sollenberger, died on the 26th day of August, 2002, at Manor Care, Camp Hill, Cumberland County, Pennsylvania. The Decedent died testate (with a Will and Codicil). ~~ The personal representatives of the Decedent are Pamela Ellen Petersheim, 410 Orange Street, Wrightsville, Pennsylvania and Robert H. Geisel, III, 2229 Highland Circle, Harrisburg, Pennsylvania. The Will and Codicil have been filed with the Office of the Register of Wills of Cumberland County, Cumberland County Court House, 1 Courthouse Square, Carlisle, Pennsylvania, 17013. c` 1 ~ '- ' % Date: Nov. 13, 2002 Signature: ~- Name: Shelly J. Kunkel, Esquire SKARLATOS & ZONARICH LLP 204 State Street Harrisburg, PA 17101 Telephone: (717)233-1000 Capacity: Counsel for Personal Representative ~~ ~~~ & ~l~l~~ II.IP ATTORNEYS AT LAW 204 STATE STREET HARRISBURG, PENNSYLVANIA 17101 JOHN R. ZO NARICH" ANNA MARIE SOSSO NG JOHN B. ZO NARICH GREGORY S. CHELAP SH ELLY J. KUNKEL TODD F. TRUNTZ t DAVID H. JUDY (7 171 233- f 000 TELEFAX (717) 233-6740 WW W.S KAR LATOSZONARICH.COM ANGELO SKARLATOS (1966- 1961) ' BOARD CERTIFIED IN CIVIL TRIAL ADVOCACY f AL50 ADMITTED IN NEW JERSEY November 13, 2002 n Beverly Sims 38 Frances Green Road Baltimore, MD 21221 RE: Estate of Kathryn M. Sollenberger Dear Ms. Sims: STEELTON OFFICE M EO HANKS SAVINGS BUILDING. $TE. ZO1 S 1 $OVTM FRONT STREET $TEELTDN PENNSYLVANIA 17113 (717) 939-9356 MIDDLETOWN OFFICE (717)944-5109 WRITER'S EMAIL: SJk@Sk8~8tOS20f18~C~1.COf11 I am writing to inform you that this office has been retained to represent the Estate of Kathryn Magaha Sollenberger a/k/a Kathryn M. Sollenberger, and you have been named as a beneficiary under her Last Will and Testament. Pursuant to Cumberland County Orphans' Court Rule 5.6, it is a requirement that each beneficiary under a will be provided with notice of the estate administration. Accordingly, please find enclosed a Notice of Estate Administration for the Estate of Kathryn Magaha Sollenberger for your records. Although the notice recites a specific bequest set forth in the language of Mrs. Sollenberger's will, please be advised that her estate assets are insufficient to satisfy each bequest completely. In such situations, the Estate must prepare a First and Final Account to the Cumberland County Orphans' Court which seeks a court order to distribute the estate assets to all beneficiaries, but which reduces each individual's share in proportion to the assets available for distribution. The filing of such an account cannot occur until all estate debts and taxes have been paid, and the Pennsylvania inheritance tax return and miscellaneous income tax returns have been filed on behalf of the estate. Realistically speaking, this entire administrative process could last approximately one year. ~~ I am pleased to provide you with information about your beneficial interest in this estate, however I want to also provide you with realistic expectations regarding the administration of and ultimate distribution of estate assets. From this point forward, our office will not be contacting you until a First and Final Account is filed with the court, approximately six to nine months from this date. In the meantime, I look forward to administering Mrs. Sollenberger's estate, and would be happy to speak with you should you have additional questions or concerns in this regard. Thank you for your cooperation and patience in this matter. Sincerely, ~_ .., - -':~ ~., Shelly J. Kunkel SJK:sks Enclosure IMPORTANT NOTICE NOTICE OF ESTATE ADMINISTRATION Whether you will receive any money or property will be determined wholly or partly by the decedent's Will. If the decedent died without a Will, whether you will receive any money or property will be determined by the intestacy laws of Pennsylvania. BEFORE THE REGISTER OF WILLS, COUNTY OF CUMBERLAND, PENNSYLVANIA In Re: Estate of KATHRYN MAGAHA SOLLENBERGER, a/k/a KATHRYN M. SOLLENBERGER, Deceased No. 21-02-0790 TO: BEVERLY SIMS 38 Frances Green Road Baltimore, MD 21221 Please take notice of the death of decedent and the grant of letters to the personal representatives named below. In accordance with Item FOURTH (e) of decedent's Will you have a beneficial interest in the estate as follows: "To my nephew, WAYNE SHORT the sum of FIVE THOUSAND DOLLARS ($5,000.00), his issue per stirpes." The Decedent, Kathryn Magaha Sollenberger, a/k/a Kathryn M. Sollenberger, died on the 26th day of August, 2002, at Manor Care, Camp Hill, Cumberland County, Pennsylvania. The Decedent died testate (with a Will and Codicil). ~~ The personal representatives of the Decedent are Pamela Ellen Petersheim, 410 Orange Street, Wrightsville, Pennsylvania and Robert H. Geisel, III, 2229 Highland Circle, Harrisburg, Pennsylvania. The Will and Codicil have been filed with the Office of the Register of Wills of Cumberland County, Cumberland County Court House, 1 Courthouse Square, Carlisle, Pennsylvania, 170~1~3. JfN._..~ 1~ ~ . if\~.i \~... \~.~ Date: Nov. 13, 2002 Signature: Name: Shelly J. Kunkel, Esquire SKARLATOS & ZONARICH LLP 204 State Street Harrisburg, PA 17101 Telephone: (717)233-1000 Capacity: Counsel for Personal Representative ~~ ~~~~ ~ ~I~~~ 1J~ ATTORNEYS AT LAW 204 STATE STREET HARRISBURG, PENNSYLVANIA 17101 JOHN R. ZO NARICH• ANNA MARIE SOSSONG JOHN B. ZO NARICH GREGORY S. CHELAP SHELLY J. KUNKEL TODD F. TRUNTZ 1• DAVID H. JUDY (717) 233-1000 TELEFAX (717)233-6740 WWW.$KARLATO$ZONARICH.COM ANGELO SKARLATOS (1966 - 1 98 1 ) ' BOARD CERTIFIED IN CIVIL TRIAL ADVOCACY } AL50 ADMITTED IN NEW JERSEY November 13, 2002 Cathy Richart 511 I F. Street Little Rock, Arkansas 72205 RE: Estate of Kathryn M. Sollenberger Dear Ms. Richart: STEELTON OFFICE MECHANICS SAVINGS BUILDING, STE. ZO1 S I SOUTH FRONT STREET $TEELTON PENNSYLVANIA 17113 (717) 939-9358 MIDDLETOWN OFFICE (717)944-5109 WRITER'S EMAIL: SJIC~IQSICB(IBtOSZOf18tN~1.COR1 I am writing to inform you that this office has been retained to represent the Estate of Kathryn Magaha Sollenberger a/k/a Kathryn M. Sollenberger, and you have been named as a beneficiary under her Last Wil( and Testament. Pursuant to Cumberland County Orphans' Court Rule 5.6, it is a requirement that each beneficiary under a will be provided with notice of the estate administration. Accordingly, please find enclosed a Notice of Estate Administration for the Estate of Kathryn Magaha Sollenberger for your records. Although the notice recites a specific bequest set forth in the language of Mrs. Sollenberger's will, please be advised that her estate assets are insufficient to satisfy each bequest completely. In such situations, the Estate must prepare a First and Final Account to the Cumberland County Orphans' Court which seeks a court order to distribute the estate assets to all beneficiaries, but which reduces each individual's share in proportion to the assets available for distribution. The filing of such an account cannot occur until all estate debts and taxes have been paid, and the Pennsylvania inheritance tax return and miscellaneous income tax returns have been filed on behalf of the estate. Realistically speaking, this entire administrative process could last approximately one year. 1• I am pleased to provide you with information about your beneficial interest in this estate, however I want to also provide you with realistic expectations regarding the administration of and ultimate distribution of estate assets. From this point forward, our office will not be contacting you until a First and Final Account is filed with the court, approximately six to nine months from this date. In the meantime, I look forward to administering Mrs. Sollenberger's estate, and would be happy to speak with you should you have additional questions or concerns in this regard. Thank you for your cooperation and patience in this matter. Sincerely, .----. ~~ __ Shelly J. Kunkel SJK:sks Enclosure IMPORTANT NOTICE NOTICE OF ESTATE ADMINISTRATION Whether you will receive any money or property will be determined wholly or partly by the decedent's Will. If the decedent died without a Will, whether you will receive any money or property will be determined by the intestacy laws of Pennsylvania. ~, BEFORE THE REGISTER OF WILLS, COUNTY OF CUMBERLAND, PENNSYLVANIA In Re: Estate of KATHRYN MAGAHA SOLLENBERGER, a/k/a KATHRYN M. SOLLENBERGER, Deceased No. 21-02-0790 TO: CATHY RICHART `- 5111 F. Street Little Rock, Arkansas 72205 Please take notice of the death of decedent and the grant of letters to the personal representatives named below. In accordance with Item FOURTH (c) of decedent's Will you have a beneficial interest in the estate as follows: ~~To CATHY RICHART, my great niece, the sum of TWENTY THOUSAND DOLLARS ($20,000.00), her issue per stirpes." The Decedent, Kathryn Magaha Sollenberger, a/k/a Kathryn M. Sollenberger, died on the 26th day of August, 2002, at Manor Care, Camp Hill, Cumberland County, Pennsylvania. The Decedent died testate (with a Will and Codicil). ~~ The personal representatives of the Decedent are Pamela Ellen Petersheim, 410 Orange Street, Wrightsville, Pennsylvania and Robert H. Geisel, III, 2229 Highland Circle, Harrisburg, Pennsylvania. The Will and Codicil have been filed with the Office of the Register of Wills of Cumberland County, Cumberland County Court House, 1 Courthouse Square, Carlisle, Pennsylvania, 17013. Date: Nov. 13, 2002 Signature: Name: Shelly J. Kunkel, Esquire SKARLATOS & ZONARICH LLP 204 State Street Harrisburg, PA 17101 Telephone: (717)233-1000 Capacity: Counsel for Personal Representative ~~ ATTORN EV$ AT LAW 204 STATE STfiEET HARRISBURG, PENN$V LVANIA 17101 JOHN R. ZO NARICH' ANNA MARIE SO$SONG JOHN B. ZO NARIGH GREGORY S. CHELAP SHELLY J. KUNKEL TODD F. TRUNTZ t DAVID H. JUDY ANGELO SKARLATOS (1 966 - 1981 ) * BOARD CERTIFIED IN CIVIL TRIAL ADVOCACY Y AL50 ADMITTED IN NEW JERSEY Deborah Robinson 5126 Doreen Drive ~ Lansing, Michigan 48917 (717) 233-1000 TELEFAX (717) 233-6740 WWW.SKAR LATOSZONARICH.COM November 13, 2002 RE: Estate of Kathryn M. Sollenberger 1• Dear Ms. Robinson: STEELTON OFFICE MECHANICS SAVINGS BUILDING, $TE. 201 51 SOUTH FRONT STREET $TEELTDN PENNSYLVANIA 17113 (717) 939.9358 MIDDLETOWN OFFICE (717) 944-5109 WRITER'S EMAIL: SJk@SI(af18tOSZOt18riCI1.COff1 I am writing to inform you that this office has been retained to represent the Estate of Kathryn Magaha Sollenberger a/k/a Kathryn M. Sollenberger, and you have been named as a beneficiary under her Last Will and Testament. Pursuant to Cumberland County Orphans' Court Rule 5.6, it is a requirement that each beneficiary under a will be provided with notice of the estate administration. Accordingly, please find enclosed a Notice of Estate Administration for the Estate of Kathryn Magaha Sollenberger for your records. Although the notice recites a specific bequest set forth in the language of Mrs. Sollenberger's will, please be advised that her estate assets are insufficient to satisfy each bequest completely. In such situations, the Estate must prepare a First and Final Account to the Cumberland County Orphans' Court which seeks a court order to distribute the estate assets to all beneficiaries, but which reduces each individual's share in proportion to the assets available for distribution. The filing of such an account cannot occur until all estate debts and taxes have been paid, and the Pennsylvania inheritance tax return and miscellaneous income tax returns have been filed on behalf of the estate. Realistically speaking, this entire administrative process could last approximately one year. I am pleased to provide you with information about your beneficial interest in this estate, however I want to also provide you with realistic expectations regarding the administration of and ultimate distribution of estate assets. From this point forward, our office will not be contacting you until a First and Final Account is filed with the court, approximately six to nine months from this date. In the meantime, I look forward to administering Mrs. Sollenberger's estate, and would be happy to speak with you should you have additional questions or concerns in this regard. Thank you for your cooperation and patience in this matter. Sincerely,- , Shelly J. Kunkel SJK:sks Enclosure IMPORTANT NOTICE NOTICE OF ESTATE ADMINISTRATION Whether you will receive any money or property will be determined wholly or partly by the decedent's Will. If the decedent died without a Will, whether you will receive any money or property will be determined by the intestacy laws of Pennsylvania. BEFORE THE REGISTER OF WILLS, COUNTY OF CUMBERLAND, PENNSYLVANIA In Re: Estate of KATHRYN MAGAHA SOLLENBERGER, a/k/a KATHRYN M. SOLLENBERGER, Deceased No. 21-02-0790 T0: DEBORAH ROBINS0~1 5126 Doreen Drive Lansing, Michigan 48917 Please take notice of the death of decedent and the grant of letters to the personal representatives named below. In accordance with Item FOURTH (a) of decedent's Will you have a beneficial interest in the estate as follows: "To DEBORAH ROBINSON, my great niece, of Columbus, Ohio, the sum of THIRTY THOUSAND DOLLARS ($30,000.00), her issue per stirpes." The Decedent, Kathryn Magaha Sollenberger, a/k/a Kathryn M. Sollenberger, died on the 26th day of August, 2002, at Manor Care, Camp Hill, Cumberland County, Pennsylvania. The Decedent died testate (with a Will and Codicil). ~~ The personal representatives of the Decedent are Pamela Ellen Petersheim, 410 Orange Street, Wrightsville, Pennsylvania and Robert H. Geisel, III, 2229 Highland Circle, Harrisburg, Pennsylvania. The Will and Codicil have been filed with the Office of the Register of Wills of Cumberland County, Cumberland County Court House, 1 Courthouse Square, Carlisle, Pennsylvania, 17013. --~ ~.-~1 f tJ~ \~/f Date: Nov. 13, 2002 Signature: ~ Name:, Shelly J. Kunkel, Esquire SKARLATOS & ZONARICH LLP 204 State Street Harrisburg, PA 17101 Telephone: (717)233-1000 Capacity: Counsel for Personal Representative ~~ ~~'~6 & ~~~~ L1JP ATTORNEYS AT LAW 204 STATE STREET HARRISBURG, PENNSYLVANIA 17101 JOHN R. ZONARICH• ANNA MARIE SOSSO NG JOHN B. ZONARICH GREGORY S. CHELAP SHELLY J. KUNKEL TooD F. TRUNTZ t DAVID H. JUDY (717) 233-1000 TELEFAX (717) 233-6740 WWW.SKAR LATOSZONARICH.COM STEELTON OFFICE MEG HANKS SAVINGS BUILDING, STE. 201 51 SOUTH FRONT STREET $TEELTGN PENNSYLVANIA 17113 (717) 939-9358 MIDDLETOWN OFFICE (717) 944-5109 11 ANGELO SKAR LATOS (1 966 - 1961 ) ' BOARD CERTIFIED IN CIVIL TRIAL ADVOCACY t AL50 ADMITTED IN NEW JERSEY Suzanne Douglas 4 Irongate Court Mechanicsburg, PA 17050 November 13, 2002 RE: Estate of Kathryn M. Sollenberger Dear Ms. Douglas: WRITER'S EMAIL: SJk@SI(81~210SZ0112~I.COrt1 I am writing to inform you that this office has been retained to represent the Estate of Kathryn Magaha Sollenberger a/k/a Kathryn M. Sollenberger, and you have been named as a beneficiary under her Last Will and Testament. Pursuant to Cumberland County Orphans' Court Rule 5.6, it is a requirement that each beneficiary under a will be provided with notice of the estate administration. Accordingly, please find enclosed a Notice of Estate Administration for the Estate of Kathryn Magaha Sollenberger for your records. Although the notice recites a specific bequest set forth in the language of Mrs. Sollenberger's will, please be advised that her estate assets are insufficient to satisfy each bequest completely. In such situations, the Estate must prepare a First and Final Account to the Cumberland County Orphans' Court which seeks a court order to distribute the estate assets to all beneficiaries, but which reduces each individual's share in proportion to the assets available for distribution. The filing of such an account cannot occur until all estate debts and taxes have been paid, and the Pennsylvania inheritance tax return and miscellaneous income tax returns have been filed on behalf of the estate. Realistically speaking, this entire administrative process could last approximately one year. ~~ I am pleased to provide you with information about your beneficial interest in this estate, however I want to also provide you with realistic expectations regarding the administration of and ultimate distribution of estate assets. From this point forward, our office will not be contacting you until a First and Final Account is filed with the court, approximately six to nine months from this date. In the meantime,' I look forward to administering Mrs. Sollenberger's estate, and would be happy to speak with you should you have additional questions or concerns in this regard. Thank you for your cooperation and patience in this matter. SJK:sks Enclosure Shelly J. Kunkel IMPORTANT NOTICE NOTICE OF ESTATE ADMINISTRATION Whether you will receive any money or property will be determined wholly or partly by the decedent's Will. If the decedent died without a Will, whether you will receive any money or property will be determined by the intestacy laws of Pennsylvania. ~~ BEFORE THE REGISTER OF WILLS, COUNTY OF CUMBERLAND, PENNSYLVANIA In Re: Estate of KATHRYN MAGAHA SOLLENBERGER, a/k/a KATHRYN M. SOLLENBERGER, Deceased No. 21-02-0790 TO: SUZANNE DOUGLAS' 4 Irongate Court Mechanicsburg, PA 17050 Please take notice of the death of decedent and the grant of letters to the personal representatives named below. In accordance with Item FOURTH (h) of decedent's Will you have a beneficial interest in the estate as follows: "To MELVIN PEFFER the sum of TEN THOUSAND DOLLARS ($10,000.00), his issue per stirpes." The Decedent, Kathryn Magaha Sollenberger, a/k/a Kathryn M. Sollenberger, died on the 26th day of August, 2002, at Manor Care, Camp Hill, Cumberland County, Pennsylvania. The Decedent died testate (with a Will and Codicil). ~~ The personal representatives of the Decedent are Pamela Ellen Petersheim, 410 Orange Street, Wrightsville, Pennsylvania and Robert H. Geisel, III, 2229 Highland Circle, Harrisburg, Pennsylvania. The Will and Codicil have been filed with the Office of the Register of Wills of Cumberland County, Cumberland County Court House, 1 Courthouse Square, Carlisle, Pennsylvania, 17013. (~ ~ ~ ~' Date: Nov. 13, 2002 Signature: ``=~ Name: Shelly J. Kunkel, Esquire SKARLATOS & ZONARICH LLP 204 State Street Harrisburg, PA 17101 Telephone: (717)233-1000 Capacity: Counsel for Personal Representative ~~ ATTORNEYS AT LAW 204 STATE STREET HARRISBURG, PENNSYLVANIA 17101 JOHN R. ZONARIC H' ANNA MARIE SOSSONG JOHN B. ZO NARICH GREGORY S. CHELAP SHELLY J. KUNKEL TODD F. TRUNT2 t DAVID H. JUDY ANGELO SKARLATOS 1 1966 - 1 981 ) ' BOARD CERTIFIED IN CIVIL TRIAL ADVOCACY 1 AL50 ADMITTED IN NEW JERSEY (717) 233-1000 TELEFAX (717)233-6740 WW W.SKAR LATOSZONARICH.COM STEELTON OFFICE MECHANICS SAVINGS BUILDING, STE. 201 S 1 SOUTH FRONT STREET STEELTON PENNSYLVANIA 17113 (717) 939-9358 MIDDLETOWN OFFICE (717) 944-5109 WRITER'S EMAIL: SJk@SI(8f~8lOSZ0t181K~1.COrt1 November 13, 2002 Kelly Burtnett 354 Furlong Lane Camp Hill, PA 17110 RE: Estate of Kathryn M. Sollenberger Dear Ms. Burtnett: I am writing to inform you that this office has been retained to represent the Estate of Kathryn Magaha Sollenberger a/k/a Kathryn M. Sollenberger, and you have been named as a beneficiary under her Last Will and Testament. Pursuant to Cumberland County Orphans' Court Rule 5.6, it is a requirement that each beneficiary under a will be provided with notice of the estate administration. Accordingly, please find enclosed a Notice of Estate Administration for the Estate of Kathryn Magaha Sollenberger for your records. Although the notice recites a specific bequest set forth in the language of Mrs. Sollenberger's will, please be advised that her estate assets are insufficient to satisfy each bequest completely. In such situations, the Estate must prepare a First and Final Account to the Cumberland County Orphans' Court which seeks a court order to distribute the estate assets to all beneficiaries, but which reduces each individual's share in proportion to the assets available for distribution. The filing of such an account cannot occur until all estate debts and taxes have been paid, and the Pennsylvania inheritance tax return and miscellaneous income tax returns have been filed on behalf of the estate. Realistically speaking, this entire administrative process could last approximately one year. 1• I am pleased to provide you with information about your beneficial interest in this estate, however I want to also provide you with realistic expectations regarding the administration of and ultimate distribution of estate assets. From this point forward, our office will not be contacting you until a First and Final Account is filed with the court, approximately six to nine months from this date. In the meantime, I look forward to administering Mrs. Sollenberger's estate, and would be happy to speak with you should you have additional questions or concerns in this regard. Thank you for your cooperation and patience in this matter. Sincerely, ~\ ;~ •-- Shelly J. Kunkel SJK:sks Enclosure f IMPORTANT NOTICE NOTICE OF ESTATE ADMINISTRATION Whether you will receive any money or property will be determined wholly or partly by the decedent's Will. If the decedent died without a Will, whether you will receive any money or property will be determined by the intestacy laws of Pennsylvania. ~~ BEFORE THE REGISTER OF WILLS, COUNTY OF CUMBERLAND, PENNSYLVANIA In Re: Estate of KATHRYN MAGAHA SOLLENBERGER, a/k/a KATHRYN M. SOLLENBERGER, Deceased No. 21-02-0790 T0: KELLY BURTNETT __ 354 Furlong Lane Camp Hill, PA 17110 Please take notice of the death of decedent and the grant of letters to the personal representatives named below. In accordance with Item FOURTH (g) of decedent's Will you have a beneficial interest in the estate as follows: "To my friend, KELLY BURTNETT of New Cumberland, Pennsylvania, the sum of FIVE THOUSAND DOLLARS ($5,000.00), her issue per stirpes." The Decedent, Kathryn Magaha Sollenberger, a/k/a Kathryn M. Sollenberger, died on the 26th day of August, 2002, at Manor Care, Camp Hill, Cumberland County, Pennsylvania. The Decedent died testate (with a Will and Codicil). ~~ The personal representatives of the Decedent are Pamela Ellen Petersheim, 410 Orange Street, Wrightsville, Pennsylvania and Robert H. Geisel, III, 2229 Highland Circle, Harrisburg, Pennsylvania. The Will and Codicil have been filed with the Office of the Register of Wills of Cumberland County, Cumberland County Court. House, 1 Courthouse Square, Carlisle, Pennsylvania, 17013. i( ~~ .~ , Date: Nov. 13, 2002 Signature: Name: Shelly J. Kunkel, Esquire SKARLATOS & ZONARICH LLP 204 State Street Harrisburg, PA 17101 Telephone: (717)233-1000 Capacity: Counsel for Personal Representative ~r ATTORNEYS AT LAW 204 STATE STREET HARRISBURG, PENNSYLVANIA 17101 JOHN R. ZON ARICH* ANNA MARIE SOSSONG JOHN E{. ZO NARICH GREGORY S. CHELAP SHELLY J. KUNKEL TODD F. TRU NTZ } DAVID H. Juov (717) 233-1000 TELEFAX (717) 233-6740 WWW.SKAR LATOSZONARICH.COM ANGELO SKARLATOS l 1 966 - 1 981 ) * BOARD CERTIFIED IN GIVIL TRIAL ADVOCACY } AL50 ADMITTED IN NEW JERSEY November 13, 2002 Ken Short 1914 Rollingwood Road Baltimore, MD 21228 RE: Estate of Kathryn M. Sollenberger Dear Mr. Short: STEELTON OFFICE MECHANICS SAVINGS BUILDING, STE. 201 S I SOUTH FRONT STREET STEELTON PENNSYLVANIA 171 13 (717) 939-9358 MIDDLETOWN OFFICE (717) 944-5109 WRITER'S EMAIL: SJkeQSI(afIBIOSZOnBlICf1.COR1 I am writing to inform you that this office has been retained to represent the Estate of Kathryn Magaha Sollenberger a/k/a Kathryn M. Sollenberger, and you have been named as a beneficiary under her Last Will and Testament. Pursuant to Cumberland County Orphans' Court Rule 5.6, it is a requirement that each beneficiary under a will be provided with notice of the estate administration. Accordingly, please find enclosed a Notice of Estate Administration for the Estate of Kathryn Magaha Sollenberger for your records. Although the notice recites a specific bequest set forth in the language of Mrs. Sollenberger's will, please be advised that her estate assets are insufficient to satisfy each bequest completely. In such situations, the Estate must prepare a First and Final Account to the Cumberland County Orphans' Court which seeks a court order to distribute the estate assets to all beneficiaries, but which reduces each individual's share in proportion to the assets available for distribution. The filing of such an account cannot occur until all estate debts and taxes have been paid, and the Pennsylvania inheritance tax return and miscellaneous income tax returns have been filed on behalf of the estate. Realistically speaking, this entire administrative process could last approximately one year. 1• I am pleased to provide you with information about your beneficial interest in this estate, however I want to also provide you with realistic expectations regarding the administration of and ultimate distribution of estate assets. From this point forward, our office will not be contacting you until a First and Final Account is filed with the court, approximately six to nine months from this date. In the meantime, I look forward to administering Mrs. Sollenberger's estate, and would be happy to speak with you should you have additional questions or concerns in this regard. Thank you for your cooperation and patience in this matter. Sincerely,,_ ---~ Shelly J. Kunkel SJK:sks Enclosure IMPORTANT NOTICE NOTICE OF ESTATE ADMINISTRATION Whether you will receive any money or property will be determined wholly or partly by the decedent's Will. If the decedent died without a Will, whether you will receive any money or property will be determined by the intestacy laws of Pennsylvania. ~~ BEFORE THE REGISTER OF WILLS, COUNTY OF CUMBERLAND, PENNSYLVANIA In Re: Estate of KATHRYN MAGAHA SOLLENBERGER, a/k/a KATHRYN M. SOLLENBERGER, Deceased No. 21-02-0790 TO: KEN SHORT 1914 Rollingwood Road Baltimore, MD 21228 Please take notice of the death of decedent and the grant of letters to the personal representatives named below. In accordance with Item FOURTH (f) of decedent's Will you have a beneficial interest in the estate as follows: "To my nephew, KEN SHORT the sum of TWO THOUSAND DOLLARS ($2,000.00), his issue per stirpes." The Decedent, Kathryn Magaha Sollenberger, a/k/a Kathryn M. Sollenberger, died on the 26th day of August, 2002, at Manor Care, Camp Hill, Cumberland County, Pennsylvania. The Decedent died testate (with a Will and Codicil). ~~ The personal representatives of the Decedent are Pamela Ellen Petersheim, 410 Orange Street, Wrightsville, Pennsylvania and Robert H. Geisel, III, 2229 Highland Circle, Harrisburg, Pennsylvania. The Will and Codicil have been filed with the Office of the Register of Wills of Cumberland County, Cumberland County Court House, 1 Courthouse Square, Carlisle, Pennsylvania, 17013. ,.-~ Date: Nov. 13, 2002 Signature: Name: Shelly J. Kunkel, Esquire SKARLATOS & ZONARICH LLP 204 State Street Harrisburg, PA 17101 Telephone: (717)233-1000 Capacity: Counsel for Personal Representative ATTORNEYS AT LAW 204 STATE STREET HARRISBURG, PENNSYLVANIA 17101 JOHN R. ZONARIC H' ANNA MARIE SOSSONG JOHN B. ZONARICH GREGORY S. CHELAP SHELLY J. KUNKEL TODD F. TRUNTZ t DAVID H. JUDY ANGELO SKARLATOS (I 966 - 1 981 ) I• * BOARD CERTIFIED IN CIVIL TRIAL ADVOCACY f AL50 ADMITTED IN NEW JERSEY (717) 233-1000 TELEFAx (717) 233-6740 WWW.S KAR LATOSZO NARICH.COM November 13, 2002 Bethesda Mission 1500 North Second Street Harrisburg, PA RE: Estate of Kathryn M. Sollenberger Dear Sir or Madam: STE ELTON OFFICE MECHANICS SAVINGS BUILDING, STE. 201 $ I SOVTH FRONT STREET STEELTON PENNSYLVANIA 17113 (717)939-9358 MIDDLETOWN OFFICE (717) 944-5109 WRITER'S EMAIL: SJk~Sk2t12tOS7Af1811Ch.COR1 I am writing to inform you that this office has been retained to represent the Estate of Kathryn Magaha Sollenberger a/k/a Kathryn M. Sollenberger, and you have been named as a beneficiary under her Last Will and Testament. Pursuant to Cumberland County Orphans' Court Rule 5.6, it is a requirement that each beneficiary under a will be provided with notice of the estate administration. Accordingly, please find enclosed a Notice of Estate Administration for the Estate of Kathryn Magaha Sollenberger for your records. Although the notice recites a specific bequest set forth in the language of Mrs. Sollenberger's will, please be advised that her estate assets are insufficient to satisfy each bequest completely. In such situations, the Estate must prepare a First and Final Account to the Cumberland County Orphans' Court which seeks a court order to distribute the estate assets to all beneficiaries, but which reduces each individual's share in proportion to the assets available for distribution. The filing of such an account cannot occur until all estate debts and taxes have been paid, and the Pennsylvania inheritance tax return and miscellaneous income tax returns have been filed on behalf of the estate. Realistically speaking, this entire administrative process could last approximately one year. ~• I am pleased to provide you with information about your beneficial interest in this estate, however I want to also provide you with realistic expectations regarding the administration of and ultimate distribution of estate assets. From this point forward, our office will not be contacting you until a First and Final Account is filed with the court, approximately six to nine months from this date. In the meantime, I look forward to administering Mrs. Sollenberger's estate, and would be happy to speak with you should you have additional questions or concerns in this regard. Thank you for your cooperation and patience in this matter. Sincerely,_ --~ '-~. ; .--~ _ ~ - Shelly J. Kunkel SJK:sks Enclosure IMPORTANT NOTICE NOTICE OF ESTATE ADMINISTRATION Whether you will receive any money or property will be determined wholly or partly by the decedent's Will. If the decedent died without a Will, whether you will receive any money or property will be determined by the intestacy laws_of Pennsylvania. ~~ BEFORE THE REGISTER OF WILLS, COUNTY OF CUMBERLAND, PENNSYLVANIA In Re: Estate of KATHRYN MAGAHA SOLLENBERGER, a/k/a KATHRYN M. SOLLENBERGER, Deceased No. 21-02-0790 TO: BETHESDA MISSION 1500 North Second Street Harrisburg, PA Please take notice of the death of decedent and the grant of letters to the personal representatives named below. In accordance with Item FOURTH (k) of decedent's Will you have a beneficial interest in the estate as follows: "To BETHESDA MISSION of Harrisburg, Pennsylvania, the sum of FIVE THOUSAND DOLLARS ($5,000.00)." The Decedent, Kathryn Magaha Sollenberger, a/k/a Kathryn M. Sollenberger, died on the 26th day of August, 2002, at Manor Care, Camp Hill, Cumberland County, Pennsylvania. The Decedent died testate (with a Will and Codicil). ~~ The personal representatives of the Decedent are Pamela Ellen Petersheim, 410 Orange Street, Wrightsville, Pennsylvania and Robert H. Geisel, III, 2229 Highland Circle, Harrisburg, Pennsylvania. The Will and Codicil have been filed with the Office of the Register of Wills of Cumberland County, Cumberland County Court House, 1 Courthouse Square, Carlisle, Pennsylvania, 17013. Date: Nov. 13, 2002 Signature: ~A ~---~ r ~~ ~: /(~=~ ~•~ - Name: Shelly J. Kunkel, Esquire SKARLATOS & ZONARICH LLP 204 State Street Harrisburg, PA 17101 Telephone: (717)233-1000 Capacity: Counsel for Personal Representative ~~ ATTORNEYS AT LAW 204 STATE STREET HARRISBURG, PENNSYLVANIA 17101 ~* JOHN R. ZONARICH* ANNA MARIE SOSSO NG JOHN B. ZONARICH GREGORY S. CHELAP SH ELLY J. KUNKEL TODD F. TRU NTZ } DAVID H. JUDY ANGELO SKARLATOS (1 966 - 1981 ) • BOARD CERTIFIED IN CIVIL TRIAL ADVOCACY } AL50 ADMITTED IN NEW JERSEY Salvation Army 1122 Green Street Harrisburg, PA (717)233-1000 TELEFAX (717) 233-6740 WWW.$KARLATOSZONARICH.COM November 13, 2002 RE: Estate of Kathryn M. Sollenberger Dear Sir or Madam: STEELTON OFFICE MECHANICS SAVINGS BUILDING, STE. 201 51 $OUTM FRONT STREET $TEELTGN PENNSYLVANIA 17113 (717) 939-9358 MIDDLETOWN OFFICE (717)944-5109 WRITER'S EMAIL: SJkeQSk8f18tOSZOf12fICh.COR1 I am writing to inform you that this office has been retained to represent the Estate of Kathryn Magaha Sollenberger a/k/a Kathryn M. Sollenberger, and you have been named as a beneficiary under her Last Will and Testament. Pursuant to Cumberland County Orphans' Court Rule 5.6, it is a requirement that each beneficiary under a will be provided with notice of the estate administration. Accordingly, please find enclosed a Notice of Estate Administration for the Estate of Kathryn Magaha Sollenberger for your records. Although the notice recites a specific bequest set forth in the language of Mrs. Sollenberger's will, please be advised that her estate assets are insufficient to satisfy each bequest completely. In such situations, the Estate must prepare a First and Final Account to the Cumberland County Orphans' Court which seeks a court order to distribute the estate assets to all beneficiaries, but which reduces each individual's share in proportion to the assets available for distribution. The filing of such an account cannot occur until all estate debts and taxes have been paid, and the Pennsylvania inheritance tax return and miscellaneous income tax returns have been filed on behalf of the estate. Realistically speaking, this entire administrative process could last approximately one year. ~~ I am pleased to provide you with information about your beneficial interest in this estate, however I want to also provide you with realistic expectations regarding the administration of and ultimate distribution of estate assets. From this point forward, our office will not be contacting you until a First and Final Account is filed with the court, approximately six to nine months from this date. In the meantime, I look forward to administering Mrs. Sollenberger's estate, and would be happy to speak with you should you have additional questions or concerns in this regard. Thank you for your cooperation and patience in this matter. Sincerely,. ,--~ --~ SJK:sks Enclosure Shelly J. Kunkel IMPORTANT NOTICE NOTICE OF ESTATE ADMINISTRATION Whether you will receive any money or property will be determined wholly or partly by the decedent's Will. If the decedent died without a Will, whether you will receive any money or property will be determined by the intestacy laws of Pennsylvania. ~~ BEFORE THE REGISTER OF WILLS, COUNTY OF CUMBERLAND, PENNSYLVANIA In Re: Estate of KATHRYN MAGAHA SOLLENBERGER, a/k/a KATHRYN M. SOLLENBERGER, Deceased No. 21-02-0790 T0: SALVATION ARMY 1122 Green Street Harrisburg, PA Please take notice of the death of decedent and the grant of letters to the personal representatives named below. In accordance with Item FOURTH (j) of decedent's Will you have a beneficial interest in the estate as follows: "To the SALVATION ARMY of Harrisburg, Pennsylvania, the sum of FIVE THOUSAND DOLLARS ($5,000.00)." The Decedent, Kathryn Magaha Sollenberger, a/k/a Kathryn M. Sollenberger, died on the 26th day of August, 2002, at Manor Care, Camp Hill, Cumberland County, Pennsylvania. The Decedent died testate (with a Will and Codicil). ~~ The personal representatives of the Decedent are Pamela Ellen Petersheim, 410 Orange Street, Wrightsville, Pennsylvania and Robert H. Geisel, III, 2229 Highland Circle, Harrisburg, Pennsylvania. The Will and Codicil have been filed with the Office of the Register of Wills of Cumberland County, Cumberland County Court House, 1 Courthouse Square, Carlisle, Pennsylvania, 17013. ;~, %, Date: Nov. 13, 2002 Signature: Name: Shelly J. Kunkel, Esquire SKARLATOS & ZONARICH LLP 204 State Street Harrisburg, PA 17101 Telephone: (717)233-1000 Capacity: Counsel for Personal Representative ATTORNEYS AT LAW 204 STATE STREET HARRISBURG, PENNSYLVANIA 17101 JOHN R. ZONARICH* ANNA MARIE SOSSO NG JOHN B. ZONARICH G REGORV S. CHELAP SHELLY J. KUNKEL TODD F. TRUNTZ t DAVID H. JUDY (717) 233-1000 TELEFAX (717) 233-6740 WWW.S KAR LATOSZO NARICH.COM STEELTON OFFICE MEG HA NIGS SAVINGS BUILDING, STE. 201 51 SOUTH FRONT STREET STEELTGN PENNSYLVANIA 17113 (717) 939-9358 MIDDLETOWN OFFICE (717)944-5109 Christ Lutheran Church 124 S. 13`h Street Harrisburg, PA November 13, 2002 RE: Estate of Kathryn M. Sollenberger Dear Sir or Madam: WRITER'S EMAIL: SJI(UeSI(21~8t0S20112(ICI1.COf17 I am writing to inform you that this office has been retained to represent the Estate of Kathryn Magaha Sollenberger a/k/a Kathryn M. Sollenberger, and you have been named as a beneficiary under her Last Will and Testament. Pursuant to Cumberland County Orphans' Court Rule 5.6, it is a requirement that each beneficiary under a will be provided with notice of the estate administration. Accordingly, please find enclosed a Notice of Estate Administration for the Estate of Kathryn Magaha Sollenberger for your records. Although the notice recites a specific bequest set forth in the language of Mrs. Sollenberger's will, please be advised that her estate assets are insufficient to satisfy each bequest completely. In such situations, the Estate must prepare a First and Final Account to the Cumberland County Orphans' Court which seeks a court order to distribute the estate assets to all beneficiaries, but which reduces each individual's share in proportion to the assets available for distribution. The filing of such an account cannot occur until all estate debts and taxes have been paid, and the Pennsylvania inheritance tax return and miscellaneous income tax returns have been filed on behalf of the estate. Realistically speaking, this entire administrative process could last approximately one year. ~~ ANGELO SKARLATOS (1 966 - 1 981 ) * BOARD CERTIFIED IN CIVIL TRIAL ADVOCACY } AL50 ADMITTED IN NEW JERSEY I am pleased to provide you with information about your beneficial interest in this estate, however I want to also provide you with realistic expectations regarding the administration of and ultimate distribution of estate assets. From this point forward, our office will not be contacting you until a First and Final Account is filed with the court, approximately six to nine months from this date. In the meantime, I look forward to administering Mrs. Sollenberger's estate, and would be happy to speak with you should you have additional questions or concerns in this regard. Thank you for your cooperation and patience in this matter. Sincerely, ~ _ t SJK:sks Enclosure Shelly J. Kunkel IMPORTANT NOTICE NOTICE OF ESTATE ADMINISTRATION Whether you will receive any money or property will be determined wholly or partly by the decedent's Will. If the decedent died without a Will, whether you will receive any money or property will be determined by the intestacy laws of Pennsylvania. ~~ BEFORE THE REGISTER OF WILLS, COUNTY OF CUMBERLAND, PENNSYLVANIA In Re: Estate of KATHRYN MAGAHA SOLLENBERGER, a/k/a KATHRYN M. SOLLENBERGER, Deceased No. 21-02-0790 T0: CHRIST LUTHERAN CHURCH 124 S . 13th Street Harrisburg, PA Please take notice of the death of decedent and the grant of letters to the personal representatives named below. In accordance with Item FOURTH (i) of decedent's Will you have a beneficial interest in the estate as follows: ~~To CHRIST LUTHERAN CHURCH, 13th Street, Harrisburg, Pennsylvania, the sum of TWENTY THOUSAND DOLLARS ($20,000.00) on the condition that it is still in service at the same location. Should it no longer exist as Christ Lutheran Church or should it no longer be in service at the .same location, then this bequest shall fail, and the proceeds shall be added to the residuary of my estate." The Decedent, Kathryn Magaha Sollenberger, a/k/a Kathryn M. Sollenberger, died on the 26th day of August, 2002, at Manor Care, Camp Hill, Cumberland County, Pennsylvania. The Decedent died testate (with a Will and Codicil). ~~ The personal representatives of the Decedent are Pamela Ellen Petersheim, 410 Orange Street, Wrightsville, Pennsylvania and Robert H. Geisel, III, 2229 Highland Circle, Harrisburg, Pennsylvania. The Will and Codicil have been filed with the Office of the Register of Wills of Cumberland County, Cumberland County Court House, 1 Courthouse Square, Carlisle, Pennsylvania, 17013. Date: Nov. 13, 2002 Signature: .Name: Shelly J. Kunkel, Esquire SKARLATOS & ZONARICH LLP 204 State Street Harrisburg, PA 17101 Telephone: (717)233-1000 Capacity: Counsel for Personal Representative ~][~~E~`~~ $~ ~~~~ Ldp ATTORNEYS AT LAW 204 STATE STREET HARRISBURG, PENNSYLVANIA 17101 JOHN R. ZONARIC H; ANNA MARIE SOSSONG JOHN B. ZONARICH GREGORY S. CHELAP SHELLY J. KUNKEL TODD F. TRUNTZ t DAVID H. JUDY ANGELO SKARLATOS 11966 - 19811 ~~ ~ BOARD CERTIFIED IN CIVIL TRIAL ADVOCACY t AL50 ADMITTED IN NEW JERSEY 1717) 233-1000 TELEFAX (717) 233-6740 WWW.SKARLATOSZONARICH.COM STEELTON OFFICE MECHANICS SAVINGS BUILDING. STE. ZOI 51 SOUTH FRONT STREET $'iEELTON PENNSYLVANIA 17113 (717) 939-9358 MIDDLETOWN OFFICE (717) 944-5109 WRITER'S EMAIL: SJI(@SI(2fI8tOSZOt18fICi1•COfil November 13, 2002 Donald Geisel 2436 Kensington Street Harrisburg, PA 17104 RE: Estate of Kathryn M. Sollenberger Dear Mr. Geisel: I am writing to inform you that this office has been retained to represent the Estate of Kathryn Magaha Sollenberger a/k/a Kathryn M. Sollenberger, and you have been named as a beneficiary under her Last Will and Testament. Pursuant to Cumberland County Orphans' Court Rule 5.6, it is a requirement that each beneficiary under a will be provided with notice of the estate administration. Accordingly, please find enclosed a Notice of Estate Administration for the Estate of Kathryn Magaha Sollenberger for your records. Although the notice recites a specific bequest set forth in the language of Mrs. Sollenberger's will, please be advised that her estate assets are insufficient to satisfy each bequest completely. In such situations, the Estate must prepare a First and Final Account to the Cumberland County Orphans' Court which seeks a court order to distribute the estate assets to all beneficiaries, but which reduces each individual's share in proportion to the assets available for distribution. The filing of such an account cannot occur until all estate debts and taxes have been paid, and the Pennsylvania inheritance tax return and miscellaneous income tax returns have been filed on behalf of the estate. Realistically speaking, this entire administrative process could last approximately one year. ~~ I am pleased to provide you with information about your beneficial interest in this estate, however I want to also provide you with realistic expectations regarding the administration of and ultimate distribution of estate assets. From this point forward, our office will not be contacting you until a First and Final Account is filed with the court, approximately six to nine months from this date. In the meantime, I look forward to administering Mrs. Sollenberger's estate, and would be happy to speak with you should you have additional questions or concerns in this regard. Thank you for your cooperation and patience in this matter. Sincerely, ~;, \ _ ~~~ ~ ~( _~ Shelly J. Kunkel SJK:sks Enclosure IMPORTANT NOTICE NOTICE OF ESTATE ADMINISTRATION Whether you will receive any money or property will be determined wholly or partly by the decedent's Will. If the decedent died without a Will, whether you will receive any money or property will be determined by the intestacy laws of Pennsylvania. ~~ BEFORE THE REGISTER OF WILLS, COUNTY OF CUMBERLAND, PENNSYLVANIA In Re: Estate of KATHRYN MAGAHA SOLLENBERGER, a/k/a KATHRYN M. SOLLENBERGER, Deceased No. 21-02-0790 T0: DONALD GEISEL 2436 Kensington Street Harrisburg, PA 17104 Please take notice of the death of decedent and the grant of letters to the personal representatives named below. In accordance with Item FOURTH (o) of decedent's Will you have a beneficial interest in the estate as follows: ~~To DONALD GEISEL the sum of FIVE THOUSAND DOLLARS ($5,000.00), his issue per stirpes." The Decedent, Kathryn Magaha Sollenberger, a/k/a Kathryn M. Sollenberger, died on the 26th day of August, 2002, at Manor Care, Camp Hill, Cumberland County, Pennsylvania. The Decedent died testate (with a Will and Codicil). ~~ The personal representatives of the Decedent are Pamela Ellen Petersheim, 410 Orange Street, Wrightsville, Pennsylvania and Robert H. Geisel, III, 2229 Highland Circle, Harrisburg, Pennsylvania. The Will and Codicil have been filed with the Office of the Register of Wills of Cumberland County, Cumberland County Court House, 1 Courthouse Square, Carlisle, Pennsylvania, 17013. Date: Nov. 13, 2002 Signature: --' ~' 1 \\~' ' Name: Shelly J. Kunkel, Esquire SKARLATOS & ZONARICH LLP 204 State Street Harrisburg, PA 17101 Telephone: (717)233-1000 Capacity: Counsel for Personal Representative ~~E~Jf~7L~ c& ~~~ I~ P ATTORNEYS AT LAW 204 STATE STREET HARRISBURG, PENNSYLVANIA 17101 JOHN R. ZONARIC H' ANNA MARIE SOSSO NG JOHN B. ZONARICH G REGORV 5. CHELAP SHELLY J. KUNKEL TODD F. TRU NTZ t DAVID H. JUDY ANGELO SKAR LATOS 1 1 966 - 1 98 i ) ~~ ' BOARD CERTIFIED IN CIVIL TRIAL ADVOCACY } AL50 ADMITTED IN NEW JERSEY (717)233-1000 TELEFA% (717)233-6740 WWW.SKAR LATOSZONARICH.COM November 13, 2002 Masonic Home 1 Masonic Drive Elizabethtown, PA RE: Estate of Kathryn M. Sollenberger Dear Sir or Madam: WRITER'S EMAIL: SJk@SkarlatOSZOnanch.com I am writing to inform you that this office has been retained to represent the Estate of Kathryn Magaha Sollenberger a/k/a Kathryn M. Sollenberger, and you have been named as a beneficiary under her Last Will and Testament. Pursuant to Cumberland County Orphans' Court Rule 5.6, it is a requirement that each beneficiary under a will be provided with notice of the estate administration. Accordingly, please find enclosed a Notice of Estate Administration for the Estate of Kathryn Magaha Sollenberger for your records. Although the notice recites a specific bequest set forth in the language of Mrs. Sollenberger's will, please be advised that her estate assets are insufficient to satisfy each bequest completely. In such situations, the Estate must prepare a First and Final Account to the Cumberland County Orphans' Court which seeks a court order to distribute the estate assets to all beneficiaries, but which reduces each individual's share in proportion to the assets available for distribution. The filing of such an account cannot occur until all estate debts and taxes have been paid, and the Pennsylvania inheritance tax return and miscellaneous income tax returns have been filed on behalf of the estate. Realistically speaking, this entire administrative process could last approximately one year. 1• I am pleased to provide you with information about your beneficial interest in this estate, however I want to also provide you with realistic expectations regarding the administration of and ultimate distribution of estate assets. From this point forward, our office will not be contacting you until a First and Final Account is filed with the court, approximately six to nine months from this date. In the meantime, I look forward to administering Mrs. Sollenberger's estate, and would be happy to speak with you should you have additional questions or concerns in this regard. Thank you for your cooperation and patience in this matter. Sincerely, ~~ ~ I ~_ { ~ ~j L- SJK:sks Enclosure STEELTON OFFICE MECHANICS SAVINGS BUILDING, STE. 201 51 SOUTH FRONT STREET STEELTON PENNSYLVANIA 17113 1717) 939-9358 MIDDLETOWN OFFICE (717) 944-5109 Shelly J. Kunkel IMPORTANT NOTICE NOTICE OF ESTATE ADMINISTRATION Whether you will receive any money or property will be determined wholly or partly by the decedent's Will. If the decedent died without a Will, whether you will receive any money or property will be determined by the intestacy laws of Pennsylvania. ~~ BEFORE THE REGISTER OF WILLS, COUNTY OF CUMBERLAND, PENNSYLVANIA In Re: Estate of KATHRYN MAGAHA SOLLENBERGER, a/k/a KATHRYN M. SOLLENBERGER, Deceased No. 21-02-0790 TO: MASONIC HOME 1 Masonic Drive Elizabethtown, PA Please take notice of the death of decedent and the grant of letters to the personal representatives named below. In accordance with Item FOURTH (m) of decedent's Will you have a beneficial interest in the estate as follows: ~~To the MASONIC HOME, Elizabethtown, Pennsylvania, the sum of TEN THOUSAND DOLLARS ($10,000.00)." The Decedent, Kathryn Magaha Sollenberger, a/k/a Kathryn M. Sollenberger, died on the 26th day of August, 2002, at Manor Care, Camp Hill, Cumberland County, Pennsylvania. The Decedent died testate (with a Will and Codicil). ~ • Date: Nov. 13, 2002 Signature: ~`, ;' \~.- L ._ Name: Shelly J. Kunkel, Esquire SKARLATOS & ZONARICH LLP 204 State Street Harrisburg, PA 17101 Telephone: (717)233-1000 Capacity: Counsel for Personal Representative The personal representatives of the Decedent are Pamela Ellen Petersheim, 410 Orange Street, Wrightsville, Pennsylvania and Robert H. Geisel, III, 2229 Highland Circle, Harrisburg, Pennsylvania. The Will and Codicil have been filed with the Office of the Register of Wills of Cumberland County, Cumberland County Court House, 1 Courthouse Square, Carlisle; Pennsylvania, 17013. ATTORNEYS AT LAW 204 STATE STREET HARRISBURG, PENNSYLVANIA 17101 JOHN R. ZONARIC H' ANNA MARIE SOSSO NG JOHN B. ZONARICH G REGORV S. CHELAP SH ELLY J. KUNKEL TODD F. TRUNT2 t DAVID H. JUDY (717) 233-1000 TELEFAX (717)233-6740 WWW.SKAR LATOSZONARICH.COM STEELTON OFFICE MEO HA NIGS SAVINGS BUILDING, STE. 201 51 SOUTH FRONT STREET STEELTON PENNSYLVANIA 17113 (717) 939-9358 MIDDLETOWN OFFICE (717) 944-5109 ~~ ANGELO SKAR LATOS (1 966 - 1 981 ) * BOARD CERTIFIED IN CIVIL TRIAL ADVOCACY - t AL50 ADMITTED IN NEW JERSEY Zembo Mosque 3`d and Division Streets Harrisburg, PA November 13, 2002 RE: Estate of Kathryn M. Sollenberger Dear Sir or Madam: WRITER'S EMAIL: S)ICQeSk2fl8~f)SZOtIBfNK~1.COf11 I am writing to inform you that this office has been retained to represent the Estate of Kathryn Magaha Sollenberger a/k/a Kathryn M. Sollenberger, and you have been named as a beneficiary under her Last Will and Testament. Pursuant to Cumberland County Orphans' Court Rule 5.6, it is a requirement that each beneficiary under a will be provided with notice of the estate administration. Accordingly, please find enclosed a Notice of Estate Administration for the Estate of Kathryn Magaha Sollenberger for your records. Although the notice recites a specific bequest set forth in the language of Mrs. Sollenberger's will, please be advised that her estate assets are insufficient to satisfy each bequest completely. In such situations, the Estate must prepare a First and Final Account to the Cumberland County Orphans' Court which seeks a court order to distribute the estate assets to all beneficiaries, but which reduces each individual's share in proportion to the assets available for distribution. The filing of such an account cannot occur until all estate debts and taxes have been paid, and the Pennsylvania inheritance tax return and miscellaneous income tax returns have been filed on behalf of the estate. Realistically speaking, this entire administrative process could last approximately one year. 1• I am pleased to provide you with information about your beneficial interest in this estate, however I want to also provide you with realistic expectations regarding the administration of and ultimate distribution of estate assets. From this point forward, our office will not be contacting you until a First and Final Account is filed with the court, approximately six to nine months from this date. In the meantime, I look forward to administering Mrs. Sollenberger's estate, and would be happy to speak with you should you have additional questions or concerns in this regard. Thank you for your cooperation and patience in this matter. Sincerely, ~• T ~/1 iI ~ SJK:sks Enclosure Shelly J. Kunkel IMPORTANT NOTICE NOTICE OF ESTATE ADMINISTRATION Whether you will receive any money or property will be determined wholly or partly by the decedent's Will. If the decedent died without a Will, whether you will receive any money or property will be determined by the intestacy laws of Pennsylvania. ~~ BEFORE THE REGISTER OF WILLS, COUNTY OF CUMBERLAND, PENNSYLVANIA In Re: Estate of KATHRYN MAGAHA SOLLENBERGER, a/k/a KATHRYN M. SOLLENBERGER, Deceased No. 21-02-0790 TO: ZEMBO MOSQUE 3rd and Division-Streets Harrisburg, PA Please take notice of the death of decedent and the grant of letters to the personal representatives named below. In accordance with Item FOURTH (1) of decedent's Will you have a beneficial interest in the estate as follows: "To the ZEMBO MOSQUE of Harrisburg for use by the SHRINER'S CRIPPLED CHILDREN'S HOSPITAL, the sum of TWENTY THOUSAND DOLLARS ($20,000.00)." The Decedent, Kathryn Magaha Sollenberger, a/k/a Kathryn M. Sollenberger, died on the 26th day of August, 2002, at Manor Care, Camp Hill, Cumberland County, Pennsylvania. The Decedent died testate (with a Will and Codicil). ~ • The personal representatives of the Decedent are Pamela Ellen Petersheim, 410 Orange Street, Wrightsville, Pennsylvania and Robert H. Geisel, III, 2229 Highland Circle, Harrisburg, Pennsylvania. The Will and Codicil have been filed with the Office of the Register of Wills of Cumberland County, Cumberland County Court House, 1 Courthouse Square, Carlisle, Pennsylvania, 17013. Date: Nov. 13, 2002 Signature: ~~ ~~~'' ~ ~ ~ Name: Shelly J. Kunkel, Esquire SKARLATOS & ZONARICH LLP 204 State Street Harrisburg, PA 17101 Telephone: (717)233-1000 Capacity: Counsel for Personal Representative ATTORNEYS AT LAW 204 STATE STREET HARRISBURG, PENNSYLVANIA 17101 JOHN R. ZO NARIGH~ ANNA MARIE SOSSO NG JOHN B. ZO NARICH GREGORY S. CHELAP SHELLY J. KUNKEL TODD F. TRU NTZ 'Y DAVID H. JUDY ANGELO SKARLATOS l 1966 - 1981 ) I• ~ BOARD CERTIFIED IN CIVIL TRIAL ADV OCAGV Y AL50 ADMITTED IN NEW JERSEY (717) 233-1000 TELEFAX (717) 233-6740 WWW.SKAR LATOSZONARICH.COM STEELTON OFFICE MECHANICS SAVINGS BUILDING, STE. ZO1 51 SOUTH FRONT STREET STEELTON PENNSYLVANIA 17113 (717) 939-9358 MIDDLETOWN OFFICE (717)944-5109 WRITER'S EMAIL: SjI(UeSI(8fI2tOSZOf)2t1(~I.COfII November 13, 2002 Robert H. Geisel, III 2229 Highland Street Harrisburg, PA 17110 RE: Estate of Kathryn M. Sollenberger Dear Mr. Geisel: I am writing to inform you that this office has been retained to represent the Estate of Kathryn Magaha Sollenberger a/k/a Kathryn M. Sollenberger, and you have been named as a beneficiary under her Last Will and Testament. Pursuant to Cumberland County Orphans' Court Rule 5.6, it is a requirement that each beneficiary under a will be provided with notice of the estate administration. Accordingly, please find enclosed a Notice of Estate Administration for the Estate of Kathryn Magaha Sollenberger for your records. Although the notice recites a specific bequest set forth in the language of Mrs. Sollenberger's will, please be advised that her estate assets are insufficient to satisfy each bequest completely. In such situations, the Estate must prepare a First and Final Account to the Cumberland County Orphans' Court which seeks a court order to distribute the estate assets to all beneficiaries, but which reduces each individual's share in proportion to the assets available for distribution. The filing of such an account cannot occur until all estate debts and taxes have been paid, and the Pennsylvania inheritance tax return and miscellaneous income tax returns have been filed on behalf of the estate. Realistically speaking, this entire administrative process could last approximately one year. ~~ I am pleased to provide you with information about your beneficial interest in this estate, however I want to also provide you with realistic expectations regarding the administration of and ultimate distribution of estate assets. From this point forward, our office will not be contacting you until a First and Final Account is filed with the court, approximately six to nine months from this date. In the meantime, I look forward to administering Mrs. Sollenberger's estate, and would be happy to speak with you should you have additional questions or concerns in this regard. Thank you for your cooperation and patience in this matter. Sincerely, ,-~~ ~ ~~ 1 1 Lr -' L ~~- SJK:sks Enclosure Shelly J. Kunkel r IMPORTANT NOTICE NOTICE OF ESTATE ADMINISTRATION Whether you will receive any money or property will be determined wholly or partly by the decedent's Will. If the decedent died without a Will, whether you will receive any money or property will be determined by the intestacy laws of Pennsylvania. ~~ BEFORE THE REGISTER OF WILLS, COUNTY OF CUMBERLAND, PENNSYLVANIA In Re: Estate of KATHRYN MAGAHA SOLLENBERGER, a/k/a KATHRYN M. SOLLENBERGER, Deceased No. 21-02-0790 TO: ROBERT H. GEISEI;, III 2229 Highland Street Harrisburg, PA 17110 Please take notice of the death of decedent and the grant of letters to the personal representatives named below. In accordance with Item FOURTH (n) of decedent's Will you have a beneficial interest in the estate as follows: ~~To ROBERT GEISEL III the sum of TEN THOUSAND DOLLARS ($10,000.00), his issue per stirpes." The Decedent, Kathryn Magaha Sollenberger, a/k/a Kathryn M. Sollenberger, died on the 26th day of August, 2002, at Manor Care, Camp Hill, Cumberland County, Pennsylvania. The Decedent died testate (with a Will and Codicil). ~~ The personal representatives of the Decedent are Pamela Ellen Petersheim, 410 Orange Street, Wrightsville, Pennsylvania and Robert H. Geisel, III, 2229 Highland Circle, Harrisburg, Pennsylvania. The Will and Codicil have been filed with the Office of the Register of Wills of Cumberland County, Cumberland County Court House, 1 Courthouse Square, Carlisle, Pennsylvania, 17013. ~~ (\J1 i~ J `L~~ Date: Nov. 13, 2002 Signature: Name: Shelly J. Kunkel, Esquire SKARLATOS & ZONARICH LLP 204 State Street Harrisburg, PA 17101 Telephone: (717)233-1000 Capacity: Counsel for Personal Representative ~~ ~~~$~~`~~ Rt ~~~~ ~~,P ATTORNEYS AT LAW 204 STATE STREET FiARRI$BORG, PENNSYLVANIA 17101 ~~ JOHN R. ZONARICH• ANNA MARIE SOSSO NG JOHN B. ZO NARICH GREGORY S. CHELAP SHELLY J. KUNKEL TooD F. TRUNTZ t DAVID H. Juov ANGELO SKARLATOS (1 966 - 1981 ) BOARD CERTIFIED IN CIVIL TRIAL ADVOCACY t AL50 ADMITTED IN NEW JERSEY John Sollenberger 23613 Northport Drive Clinton, MI 48036 1717)233-1000 TELEFAX (717) 233-6740 W WW.SKAR LATOSZO NARICH.COM November 13, 2002 RE: Estate of Kathryn M. Sollenberger Dear Mr. Sollenberger: WRITER'S EMAIL: SJI(@Sk2t18tOSZOf18f1Ch.C01n I am writing to inform you that this office has been retained to represent the Estate of Kathryn Magaha Sollenberger a/k/a Kathryn M. Sollenberger, and you have been named as a beneficiary under her Last Will and Testament. Pursuant to Cumberland County Orphans' Court Rule 5.6, it is a requirement that each beneficiary under a will be provided with notice of the estate administration. Accordingly, please find enclosed a Notice of Estate Administration for the Estate of Kathryn Magaha Sollenberger for your records. Although the notice recites a specific bequest set forth in the language of Mrs. Sollenberger's will, please be advised that her estate assets are insufficient to satisfy each bequest completely. In such situations, the Estate must prepare a First and Final Account to the Cumberland County Orphans' Court which seeks a court order to distribute the estate assets to all beneficiaries, but which reduces each individual's share in proportion to the assets available for distribution. The filing of such an account cannot occur until all estate debts and taxes have been paid, and the Pennsylvania inheritance tax return and miscellaneous income tax returns have been filed on behalf of the estate. Realistically speaking, this entire administrative process could last approximately one year. ~~ I am pleased to provide you with information about your beneficial interest in this estate, however I want to also provide you with realistic expectations regarding the administration of and ultimate distribution of estate assets. From this point forward, our office will not be contacting you until a First and Final Account is filed with the court, approximately six to nine months from this date. In the meantime, I look forward to administering Mrs. Sollenberger's estate, and would be happy to speak with you should you have additional questions or concerns in this regard. Thank you for your cooperation and patience in this matter. Sincerely, ~~ ~, SJK:sks Enclosure STEELTON OFFICE M EO HAN KS $AVINGS BUILDING, STE. 201 51 SOUTH FRONT STREET STEELTON PENNSYLVANIA 17113 (717) 939-9358 MIDDLETOWN OFFICE (717) 944-5109 Shelly J. Kunkel IMPORTANT NOTICE NOTICE OF ESTATE ADMINISTRATION Whether you will receive any money or property will be determined wholly or partly by the decedent's Will. If the decedent died without a Will, whether you will receive any money or property will be determined by the intestacy laws of Pennsylvania. ~~ BEFORE THE REGISTER OF WILLS, COUNTY OF CUMBERLAND, PENNSYLVANIA In Re: Estate of KATHRYN MAGAHA SOLLENBERGER, a/k/a KATHRYN M. SOLLENBERGER, Deceased No. 21-02-0790 TO: JOHN SOLLENBERGER 23613 Northport-'Drive Clinton, MI 48036 Please take notice of the death of decedent and the grant of letters to the personal representatives named below. In accordance with Item FOURTH (q) of decedent's Will you have a beneficial interest in the estate as follows: ~~To JOHN SOLLENBERGER, my late husband's nephew, the sum of TEN THOUSAND DOLLARS ($10,000.00), his issue per stirpes." The Decedent, Kathryn Magaha Sollenberger, a/k/a Kathryn M. Sollenberger, died on the 26th day of August, 2002, at Manor Care, Camp Hill, Cumberland County, Pennsylvania. The Decedent died testate (with a Will and Codicil). ~~ The personal representatives of the Decedent are Pamela Ellen Petersheim, 410 Orange Street, Wrightsville, Pennsylvania and Robert H. Geisel, III, 2229 Highland Circle, Harrisburg, Pennsylvania. The Will and Codicil have been filed with the Office of the Register of Wills of Cumberland County, Cumberland County Court House, 1 Courthouse Square, Carlisle, Pennsylvania, 17013. r~~ ~ i C~~ ' ,~; ; Date: Nov. 13, 2002 Signature: ~~._~ `--~J L(` Name: Shelly J. Kunkel, Esquire SKARLATOS & ZONARICH LLP 204 State Street Harrisburg, PA 17101 Telephone: (717)233-1000 Capacity: Counsel for Personal Representative ATTORNEYS AT LAW 204 STATE STREET HARRISBURG, PENNSYLVANIA 17101 ~~ JOHN R. ZONARICH* ANNA MARIE SOSSONG JOHN B. ZO NARICH GREGORY S. CHELAP SHELLY J. KUNKEL TODD F. TRUNTZ t DAVID H. JUDY ANGELO SKARLATOS (1966- 1981) ' BOARD CERTIFIED IN CIVIL TRIAL ADVOCAGV Y ALSO ADMITTED IN NEW JERSEY Avis Pulaski 8 Rutherford Road Harrisburg, PA 17109 (717) 233-1000 TELEFAX (717) 233-6740 W WW.SKAR LATOSZONARICH.COM November 13, 2002 RE: Estate of Kathryn M. Sollenberger Dear Ms. Pulaski: WRITER'S EMAIL: Sjk@SkarlatosZO~anch.com I am writing to inform you that this office has been retained to represent the Estate of Kathryn Magaha Sollenberger a/k/a Kathryn M. Sollenberger, and you have been named as a beneficiary under her Last Will and Testament. Pursuant to Cumberland County Orphans' Court Rule 5.6, it is a requirement that each beneficiary under a will be provided with notice of the estate administration. Accordingly, please find enclosed a Notice of Estate Administration for the Estate of Kathryn Magaha Sollenberger for your records. Although the notice recites a specific bequest set forth in the language of Mrs. Sollenberger's will, please be advised that her estate assets are insufficient to satisfy each bequest completely. In such situations, the Estate must prepare a First and Final Account to the Cumberland County Orphans' Court which seeks a court order to distribute the estate assets to all beneficiaries, but which reduces each individual's share in proportion to the assets available for distribution. The filing of such an account cannot occur until all estate debts and taxes have been paid, and the Pennsylvania inheritance tax return and miscellaneous income tax returns have been filed on behalf of the estate. Realistically speaking, this entire administrative process could last approximately one year. I• I am pleased to provide you with information about your beneficial interest in this estate, however I want to also provide you with realistic expectations regarding the administration of and ultimate distribution of estate assets. From this point forward, our office will not be contacting you until a First and Final Account is filed with the court, approximately six to nine months from this date. In the meantime, I look forward to administering Mrs. Sollenberger's estate, and would be happy to speak with you should you have additional questions or concerns in this regard. Thank you for your cooperation and patience in this matter. ~"~ t~ ~ I I SJK:sks Enclosure STEELTON OFFICE MECHANICS SAVINGS BUILDING, $TE. ZOI 51 SOUTH FRONT STREET $TEELTGN PENNSVLVANIA 17113 (717) 939-9358 MIDDLETOWN OFFICE (717)944-5109 Shelly J. Kunkel IMPORTANT NOTICE NOTICE OF ESTATE ADMINISTRATION Whether you will receive any money or property will be determined wholly or partly by the decedent's Will. If the decedent died without a Will, whether you will receive any money or property will be determined by the intestacy laws of Pennsylvania. ~~ BEFORE THE REGISTER OF WILLS, COUNTY OF CUMBERLAND, PENNSYLVANIA In Re: Estate of KATHRYN MAGAHA SOLLENBERGER, a/k/a KATHRYN M. SOLLENBERGER, Deceased No. 21-02-0790 TO: AVIS PULASKI 8 Rutherford Road Harrisburg, PA 17109 Please take notice of the death of decedent and the grant of letters to the personal representatives named below. In accordance with Item FOURTH (p) of decedent's Will you have a beneficial interest in the estate as follows: ~~To AVIS PULASKI the sum of FIVE THOUSAND DOLLARS ($5,000.00), her issue per stirpes." The Decedent, Kathryn Magaha Sollenberger, a/k/a Kathryn M. Sollenberger, died on the 26th day of August, 2002, at Manor Care, Camp Hill, Cumberland County, Pennsylvania. The Decedent died testate (with a Will and Codicil). 1~ The personal representatives of the Decedent are Pamela Ellen Petersheim, 410 Orange Street, Wrightsville, Pennsylvania and Robert H. Geisel, III, 2229 Highland Circle, Harrisburg, Pennsylvania. The Will and Codicil have been filed with the Office of the Register of Wills of Cumberland County, Cumberland County Court House, 1 Courthouse Square, Carlisle, Pennsylvania, 17013. ;j 4~~ ~ ~~, Date: Nov. 13, 2002 Signature: ~~~__ ~ , L~-~ Name: Shelly J. Kunkel, Esquire SKARLATOS & ZONARICH LLP 204 State Street Harrisburg, PA 17101 Telephone: (717)233-1000 Capacity: Counsel for Personal Representative ~~~J~~~ ~ ~~~ ~ ATTORNEYS AT LAW 204 STATE STREET HARRISBURG, PENNSYLVANIA 17101 JOHN R. ZONARIC H' ANNA MARIE SOSSO NG JOHN B. ZONARICH GREGORY S. CHELAP SH ELLY J. KUNKEL TODD F. TRUNTZ t DAVID H. Juov (717) 233-1000 TELEFAX (717)233-6740 WWW.SKAR LATOSZONARICH.COM STEELTON OFFICE MECHANICS $AVINGS BUILDING. STE. 201 5 1 SOUTH FRONT STREET $TEELTDN PENNSYLVANIA 17113 (717) 939-9358 MIDDLETOWN OFFICE (717) 944-5109 I• ANGELO SKARLATOS 11966 - 1981 ) • BOARD CERTIFIED IN CIVIL TRIAL ADVOCACY } AL50 ADMITTED IN NEW JERSEY Robert H. Geisel 1075 Chambers Street Oberlin, PA 17113 November 13, 2002 RE: Estate of Kathryn M. Sollenberger Dear Mr. Geisel: WRITER'S EMAIL: SJk@SI(8fI8l0.SZOf12rICf1.COf17 I am writing to inform you that this office has been retained to represent the Estate of Kathryn Magaha Sollenberger a/k/a Kathryn M. Sollenberger, and you have been named as a beneficiary under her Last Will and Testament. Pursuant to Cumberland County Orphans' Court Rule 5.6, it is a requirement that each beneficiary under a will be provided with notice of the estate administration. Accordingly, please find enclosed a Notice of Estate Administration for the Estate of Kathryn Magaha Sollenberger for your records. Although the notice recites a specific bequest set forth in the language of Mrs. Sollenberger's will, please be advised that her estate assets are insufficient to satisfy each bequest completely. In such situations, the Estate must prepare a First and Final Account to the Cumberland County Orphans' Court which seeks a court order to distribute the estate assets to all beneficiaries, but which reduces each individual's share in proportion to the assets available for distribution. The filing of such an account cannot occur until all estate debts and taxes have been paid, and the Pennsylvania inheritance tax return and miscellaneous income tax returns have been filed on behalf of the estate. Realistically speaking, this entire administrative process could last approximately one year. ~• I am pleased to provide you with information about your beneficial interest in this estate, however I want to also provide you with realistic expectations regarding the administration of and ultimate distribution of estate assets. From this point forward, our office will not be contacting you until a First and Final Account is filed with the court, approximately six to nine months from this date. In the meantime, I look forward to administering Mrs. Sollenberger's estate, and would be happy to speak with you should you have additional questions or concerns in this regard. Thank you for your cooperation and patience in this matter. Sincerely, ~J~~( Shelly J. Kunkel SJK:sks Enclosure IMPORTANT NOTICE NOTICE OF ESTATE ADMINISTRATION Whether you will receive any money or property will be determined wholly or partly by the decedent's Will. If the decedent died without a Will, whether you will receive any money or property will be determined by the intestacy laws of Pennsylvania. ~~ ~• "I hereby give,- devise, and bequeath to my nephew, ROBERT H. GEISEL, the proceeds from the sale of my residence, to be held IN TRUST by his son, ROBERT H. GEISEL III, for the following purpose. These funds are to be used by ROBERT H. GEISEL for the purchase of a residence for his own use, such funds to be released by ROBERT GEISEL III for this purpose, in accordance with usual and customary real estate practice. The residence which ROBERT H. GEISEL purchases is to be of a value consistent with the proceeds of the sale of my residence and this bequest is to be used so that ROBERT H. GEISEL will have a mortgage-free residence. Any funds remaining following the purchase of such residence shall be added to the funding set forth below to defray operating expenses of the residence. In the event that ROBERT H. GEISEL should predecease me or die before the purchase of a residence, these funds shall be distributed to his issue, per stirpes. I further give and bequeath the sum of THIRTY THOUSAND DOLLARS ($30,000.00) to ROBERT H. GEISEL, to be held in further trust by ROBERT GEISEL III for the upkeep, maintenance, repairs, taxes and utility costs of the home for ROBERT H. GEISEL. To this sum shall be added any remaining funds from the sale of my residence as set forth in the paragraph directly above. In the BEFORE THE REGISTER OF WILLS, COUNTY OF CUMBERLAND, PENNSYLVANIA In Re: Estate of KATHRYN MAGAHA SOLLENBERGER, a/k/a KATHRYN M. SOLLENBERGER, Deceased No. 21-02-0790 -~ - I ` , T0: ROBERT H. GEISEL " ~'~ ~, _ 1075 Chambers Street `~ Oberlin, PA 17113 Please take notice of the death of decedent and the grant of letters to the personal representatives named below. In accordance with Item THIRD of decedent's Will you have a beneficial interest in the estate as follows: • i event that ROBERT H. GEISEL should predecease me or die before these funds are fully expended, then and in such event these funds shall be distributed to his issue, per stirpes." In accordance with Item FIFTH of decedent's Will you have a beneficial interest in the estate as follows: "I hereby give, devise, and bequeath all the rest, residue, and remainder of my estate to my nephew, ROBERT H. GEISEL." ~~ The Decedent, Kathryn Magaha Sollenberger, a/k/a Kathryn M. Sollenberger, died on the 26th day of August, 2002, at Manor Care, Camp Hill, Cumberland County, Pennsylvania. The Decedent dio~l testate (with a Will and Codicil). The personal representatives of the Decedent are Pamela Ellen Petersheim, 410 Orange Street, Wrightsville, Pennsylvania and Robert H. Geisel, III, 2229 Highland Circle, Harrisburg, Pennsylvania. The Will and Codicil have been filed with the Office of the Register of Wills of Cumberland County, Cumberland County Court House, 1 Courthouse Square, Carlisle, Pennsylvania, 17013. Date: Nov. 13, 2002 Signature: Name: Shelly J. Kunkel, Esquire SKARLATOS & ZONARICH LLP 204 State Street Harrisburg, PA 17101 Telephone: (717)233-1000 ~• Capacity: Counsel for Personal Representative • n T JOHN R. ZONARICH' ANNA MARIE SOSSONG JOHN B. ZONARICH G REGORV S. CHELAP SHELLY J. KUNKEL TODD F. TRUNTZ t DAVID H. JUDY ANGELO SKARLATOS (1 966 - 1 981 ) `' BOARD CERTIFIED IN CIVIL TRIAL ADVOCACY f AL50 ADMITTED IN NEW JERSEY Beverly Ann Simms 38 Francis Green Circle Baltimore, MD 21221 Dear Ms. Simms: ~rll~6 & ~1~©H ~ ATTORNEYS AT LAW 204 STATE STREET HARRISBURG, PENNSYLVANIA 17101 (717) 233-1000 TELEFAX (717)233-6740 WWW.SKARLATOSZONARICH.COM September 5, 2003 STEELTON OFFICE MEOHANICS SAVINGS BUILDING, STE. 201 51 SOUTH FRONT STREET STEELTGN PENNSYLVANIA 17113 (717) 939-9358 MIDDLETOWN OFFICE (717) 944-5109 WRITER'S EMAIL: S)k~Sl(2l~3~OSZ0(12fICh.COR1 Please recall that this office has been retained to represent the Estate of Kathryn Magaha Sollenberger, a/k/a Kathryn M. Sollenberger as outlined in my original correspondence to you dated November 13, 2002. This office recently undertook the preparation and filing of inheritance tax returns and presently has drafted a First and Final Account to finalize the administration of Mrs. Sollenberger's estate. From the outset of this administration it was evident that Mrs. Sollenberger's estate did not contain sufficient assets to satisfy all of her testamentary bequests in full. To that end I have enclosed for your review a copy of the First and Final Account of the Co-Executors and a copy of the Petition filed with the Cumberland County Orphans' Court requesting distribution of Mrs. Sollenberger's estate in accordance with the proposed Account. As an estate beneficiary, it is your right to receive this information. Please note that the Schedule of Distribution attached as Exhibit A of the Account identifies a proposed distribution amount, consisting of both cash and income, to which you are entitled. In other words, each beneficiary will receive a cash distribution and an income distribution which totals are set forth on the Schedule. Additionally, as a result of our Inheritance Tax filing I anticipate that the estate will receive a potential inheritance tax refund of several thousand dollars. Upon acceptance and approval of our return and receipt of the refund the beneficiaries would be entitled to a proportionate interest of those funds as well. I do not expect resolution on this matter for approximately eight to ten weeks. Finally, please review the enclosed Audit Notice. It is your formal notification of the adjudication of this accounting. In the event that no objections are filed to the accounting we would anticipate estate distribution to occur upon receipt of the Judge's Order some time in late October or early November, 2003. I thank you for your patience during the administration of this estate and would be happy to discuss any questions or concerns you may have. ~ ti Shelly J. Kunkel SJKaks Enclosures f Y i In the Orphans' Court Division of the Court of Common Pleas of Cumberland County CONIMONWEALTH OF PENNSYLVANIA No. 21-02-0790 Estate of KATHRYN MAGAHA SOLLENBERGER, a/k/a KATHRYN M. SOLLENBERGER, Deceased AUDIT NOTICE TO: Beverly Ann Simms 38 Francis Green Circle Baltimore, MD 21221 Please be advised that the First and Final Account, Schedule of Proposed Distribution and Petition for Distribution of Pamela Ellen Petersheim and Robert H. Geisel, III, Co-Executors of the Estate of Kathryn Magaha Sollenberger, a/k/a Kathryn M. Sollenberger, Deceased, have been filed with the Clerk of the Orphans' Court Division of the Court of Common Pleas of Cumberland County and will be presented for audit, confirmation and distribution before George E. Hoffer, P.J., Court Room 3, Cumberland County Court House at 9:30 a.m. (prevailing time) on October 14, 2003. At the audit, the Clerk will present a Petition for Distribution asking that the Court approve the accounting of the Co-Executors and distribute the balance in accordance with the Proposed Schedule of Distribution. Attached is a copy of the Petition for Distribution, First and Final Account and Schedule of Proposed Distribution filed. It is not necessary that you or your counsel appear at the audit. However, if you have any objection to any items in the account or the proposed distribution, it is necessary that you file your objections in writing with the Clerk not later than 9:30 a.m. (prevailing time) on October 14, 2003. Otherwise, any objections will be deemed waived and the Co-Executors will request that the account and petition be approved as stated above. l`~ l J l~ -1 ~.~/ Shelly J. Kunkel, Attorney for the Estate of Kathryn Magaha Sollenberger, a/k/a Kathryn M. Sollenberger, Deceased I~ ~• .~ ~ 1 + ~ ^ 0 ~ Postage $ ft1 Certified Fee O ~ Retum Reaept Fee Postmark l7 (Endorsement Required) ~ ~~ ' O Restricted Delivery Fee 9 ~,--(-// O _ ~ (Endorsement Required) c '~ Total Postage 8 Fees o ~~k d ~~ m 0 sent To _ APO ~X>~o.--= ~~---'~~-~- ~~----c~R~-[.-,~ Ciry, Slate, ZlP+4 ~~y~ ~ ~,p - ------------------ :rr rr • • • • rr ^ Complete items 1, 2, and 3: Also complete A. Signature item 4 'rf Restricted Delivery is desired. /} ~ ~ ~ ^ Agent ^ .Print your name and address on the reverse X ^ Addressee so that we can return the card to you. g, peceivedPrinted ~~) C. Date of Delivery ^ Attach this card to the back of the mailpiecs, ~Y ~ ~ . _ ~/,D3 or on the front 'rf space permits. D. Is delivery address different from item 1 ? ^ Yes 1. Article Addressed to: H YES, enter delivery address bebw: ^ No 3evw~ir ~ 5~~;.k..~ ,3~ ~"vas G~;~.C~~ 3. Service Type ~e~, ~^,~ ~~aa t ,~ Mail ^ Express Mail ^ Registered ~Retum Receipt for Merchandise ^ Insured Mail ^ C.O.D. Sal~~a.~ 4. Restricted Delivery'1(Fxtra Fee) ^ Yes 2. Article Number ~ra~•>~,,, 7~~3 101 ~~02 8159 036 PS Form 3$1 ~, Atigtist 2001` ~on,estic<RetUrn Receipt ~ ' io2ss5-02--~-tsao •. ATTORNEYS AT LAW 204 STATE STREET HARRISBURG, PENNSYLVANIA 171 OI ~: JOHN R. ZONARICH• ANNA MARIE SOSSONG JOHN B. ZONARIGH GREGORY S. CHELAP SHELLY J. KUNKEL TODD F. TRUNTZ t DAVID H. JUDY (717)233-1000 TELEFAX (717)233-6740 WWW.$KARLATOSZONARICH.COM a~ STEE LTON OFFICE MECHANICS SAVINGS BUILDING, STE. 201 51 SOUTH FRONT STREET $TEELTGN PENNSYLVANIA 17113 (71 71 939-9356 M IDDLETOWN OFFICE (717) 944-5109 ANGELO SKARLATOS (1966 - 1981 ) BOARD CERTIFIED IN CIVIL TRIAL ADVOCACY t AL50 ADMITTED IN NEW JERSEY September 5, 2003 WRITER'S EMAIL: SJk~Sk8fI8tOSZOf1211Ch.COR1 Robert H. Geisel 1075 Chambers Street Oberlin, PA 17113 Dear Mr. Geisel: Please recall that this office has been retained to represent the Estate of Kathryn Magaha Sollenberger, a/k/a Kathryn M. Sollenberger as outlined in my original correspondence to you dated November 13, 2002. This office recently undertook the preparation and filing of inheritance tax returns and presently has drafted a First and Final Account to finalize the administration of Mrs. Sollenberger's estate. From the outset of this administration it was evident that Mrs. Sollenberger's estate did not contain sufficient assets to satisfy all of her testamentary bequests in full. To that end I have enclosed for your review a copy of the First and Final Account of the Co-Executors and a copy of the Petition filed with the Cumberland County Orphans' Court requesting distribution of Mrs. Sollenberger's estate in accordance with the proposed Account. As an estate beneficiary, it is your right to receive this information. Please note that the Schedule of Distribution attached as Exhibit A of the Account identifies a proposed distribution amount, consisting of both cash and income, to which you are entitled. [n other words, each beneficiary will receive a cash distribution and an income distribution which totals are set forth on the Schedule. Additionally, as a result of our Inheritance Tax filing I anticipate that the estate will receive a potential inheritance tax refund of several thousand dollars. Upon acceptance and approval of our return and receipt of the refund the beneficiaries would be entitled to a proportionate interest of those funds as well. I do not expect resolution on this matter for approximately eight to ten weeks. 1~ Finally, please review the enclosed Audit Notice. It is your formal notification of the adjudication of this accounting. In the event that no objections are filed to the accounting we would anticipate estate distribution to occur upon receipt of the Judge's Order some time in late October or early November, 2003. I thank you for your patience during the administration of this estate and would be happy to discuss any questions or concerns you may have. Since~l , - \~-': ' Shelly J. Kunkel SJK:sks Enclosures r s' In the Orphans' Court Division of the Court of Common Pleas of Cumberland County COMMONWEALTH OF PENNSYLVANIA No. 21-02-0790 Estate of KATHRYN MAGAHA SOLLENBERGER, a/k/a KATHRYN M. SOLLENBERGER, Deceased AUDIT NOTICE C7 ~• TO: Robert H. Geisel 1075 Chambers Street Oberlin, PA 17113 Please be advised that the First and Final Account, Schedule of Proposed Distribution and Petition for Distribution of Pamela Ellen Petersheim and Robert H. Geisel, III, Co-Executors of the Estate of Kathryn Magaha Sollenberger, a/k/a Kathryn M. Sollenberger, Deceased, have been filed with the Clerk of the Orphans' Court Division of the Court of Common Pleas of Cumberland County and will be presented for audit, confirmation and distribution before George E. Hoffer, P.J., Court Room 3, Cumberland County Court House at 9:30 a.m. (prevailing time) on October 14, 2003. At the audit, the Clerk will present a Petition for Distribution asking that the Court approve the accounting of the Co-Executors and distribute the balance in accordance with the Proposed Schedule of Distribution. Attached is a copy of the Petition for Distribution, First and Final Account and Schedule of Proposed Distribution filed. It is not necessary that you or your counsel appear at the audit. However, if you have any objection to any items in the account or the proposed distribution, it is necessary that you file your objections in writing with the Clerk not later than 9:30 a.m. (prevailing time) on October 14, 2003. Otherwise, any objections will be deemed waived and the Co-Executors will request that the account and petition be approved as stated above. Shelly J. Kunkel, Attorney for the Estate of Kathryn Magaha Sollenberger, a/k/a Kathryn M. Sollenberger, Deceased • ~, ~~ ^ Complete items 1, 2, and & Also complete item 4 if Restricted -Y is desired. ^ Prirrt your name and address on the reverse so that vve can return the card to you. ^ Attach this card. fo tht3 t>~k of the mailpiece, or on the front if space permits. 1. Article Addressed to. _ io ~.~G,~ ~ bps ~~ a s~gr~tire , ^ addressee e eceived by ( rted naarrte) e b. is deiiveFy address dtflerent from item 1? ^ Yes K YF~, enter delivery address below: ^ No 3. Servloe Type ~t..ertitied MaG ^ Express Mail ^ Registered ~Retum Receipt for Merchandise ^ Insured Mail ^ C.O.D. 4. Restricted Delivery? (Exha Fee) ^ Yes 2' N"~'~ 7003 1010 2002 8159 2061 (Transfer from servk:e ~ PS Form 381,1, Augtst:'2()01 Domestic Ream Receipt: tozsss-0zaui-~sao .~ ~ ~ ~ ..~ ~ ~ • ~ i. • O . •. ~ ~ (` Postage $ ru ~ Certified Fee ~ Return Reciept Fee Post (Endorsement Required) Here O Restricted Delivery Fee ~/~/a rl (Endorsement Required) O ~ Total Postage $ Fees O Sent o e ~.! m /~~ ~,,~ ~ -------- - ' e " it Street. Ati iv :_'----x--.-------°-l^'!5-- ~l[~~$~,~`~ & ~l~lf~][~ LLB ATTORNEYS AT LAW 204 STATE STREET HARRISBURG, FENN$YLVANIA 17101 ~~ JOHN R. ZONARICH* ANNA MARIE SOSSO NG JOHN B. ZONARICH GREGORY S. CHELAP SHELLY J. KUNKEL TODD F. TRUNTZ'F DAVID H. JUDY ANGELO SKARLATOS (1 966 - 1981 ) ' BOARD CERTIFIED IN CIVIL TRIAL ADVOCACY } ALSO ADMITTED IN NEW JERSEY Deborah Robinson 5126 Dorene Lansing, MI 48917 Dear Ms. Robinson: (717) 233-1000 TELEFAX (7I7) 233-6740 WW W.SKARLATOSZONARICH.COM September 5, 2003 STEELTON OFFICE MECHANICS SAVINGS BUILDING, $TE. 201 51 SOUTH FRONT STREET $TEELTGN PENNSYLVANIA 17113 (717) 939-9358 MIDDLETOWN OFFICE 1717) 944-5109 WRITER'S EMAIL: SJk~SI(a-I2tOSZOnBfICFI.COf11 Please recall that this office has been retained to represent the Estate of Kathryn Magaha Sollenberger, a/k/a Kathryn M. Sollenberger as outlined in my original correspondence to you dated November 13, 2002. This office recently undertook the preparation and filing of inheritance tax returns and presently has drafted a First and Final Account to finalize the administration of Mrs. Sollenberger's estate. From the outset of this administration it was evident that Mrs. Sollenberger's estate did not contain sufficient assets to satisfy all of her testamentary bequests in full. To that end I have enclosed for your review a copy of the First and Final Account of the Co-Executors and a copy of the Petition filed with the Cumberland County Orphans' Court requesting distribution of Mrs. Sollenberger's estate in accordance with the proposed Account. As an estate beneficiary, it is your right to receive this information. Please note that the Schedule of Distribution attached as Exhibit A of the Account identifies a proposed distribution amount, consisting of both cash and income, to which you are entitled. In other words, each beneficiary will receive a cash distribution and an income distribution which totals are set forth on the Schedule. Additionally, as a result of our Inheritance Tax filing I anticipate that the estate will receive a potential inheritance tax refund of several thousand dollars. Upon acceptance and approval of our return and receipt of the refund the beneficiaries would be entitled to a proportionate interest of those funds as well. I do not expect resolution on this matter for approximately eight to ten weeks. 1~ Finally, please review the enclosed Audit Notice. It is your formal notification of the adjudication of this accounting. In the event that no objections are filed to the accounting we would anticipate estate distribution to occur upon receipt of the Judge's Order some time in late October or early November, 2003. I thank you for your patience during the administration of this estate and would be happy to discuss any questions or concerns you may have. Sincerely, ~~~~~T Shelly J. Kunkel SJK:sks Enclosures In the Orphans' Court Division of the Court of Common Pleas of Cumberland County COMMONWEALTH OF PENNSYLVANIA No. 21-02-0790 Estate of KATHRYN MAGAHA SOLLENBERGER, a/k/a KATHRYN M. SOLLENBERGER, Deceased I• ~• AUDIT NOTICE TO: Deborah Robinson 5126 Dorene Lansing, MI 48917 ~-: -~' Please be advised that the First and Final Account, Schedule of Proposed Distribution and Petition for Distribution of Pamela Ellen Petersheim and Robert H. Geisel, III, Co-Executors of the Estate of Kathryn Magaha Sollenberger, a/k/a Kathryn M. Sollenberger, Deceased, have been filed with the Clerk of the Orphans' Court Division of the Court of Common Pleas of Cumberland County and will be presented for audit, confirmation and distribution before George E. Hoffer, P.J., Court Room 3, Cumberland County Court House at 9:30 a.m. (prevailing time) on October 14, 2003. At the audit, the Clerk will present a Petition for Distribution asking that the Court approve the accounting of the Co-Executors and distribute the balance in accordance with the Proposed Schedule of Distribution. Attached is a copy of the Petition for Distribution, First and Final Account and Schedule of Proposed Distribution filed. It is not necessary that you or your counsel appear at the audit. However, if you have any objection to any items in the account or the proposed distribution, it is necessary that you file your objections in writing with the Clerk not later than 9:30 a.m. (prevailing time) on October 14, 2003. Otherwise, any objections will be deemed waived and the Co-Executors will request that the account and petition be approved as stated above. Shelly J. Kunkel, Attorney for the Estate of Kathryn Magaha Sollenberger, a/kla Kathryn M. Sollenberger, Deceased • I~ ~• ~ ~ ~ r ~1 r` o .. 0 o- _ ._ u-- a ~ Postage $ f1J Certified Fee O ~ Return Reciept Fee ~ (Endorsement Required) O Restricted Delivery Fee ~ (Endorsement Required) '.; O '~ Total Postage & Fees m --..i ~ Sent O f~ St - ---- f N ^ Complete Rems 1, 2, and 3. Also complete item 4 if Restricted Delivery is desired. ^ Print your name and address on the reverse so that we can return the card to you. ^ Attach this card to the back of the mailpiece, or on the front 'rf space permits. 1. Article Addressed to: ,,,, ~/a L~ Postmark 9~s/a`3 ~~ B. Received by (Printed Name) C. // rvery l~ D. Is delivery address differerrt from item t? Yes ~' tf YES, enter delivery address bebw: ^ No ~~~~x/Q/~/ / i / ~ 3Certiffed Mail ^ F_xpress Mail CCC/// V i /~/~ ~ /^_R~ ~Retum Receipt for Merchandise :. ~ f 7~ ^ Insured Mail ^ C.O.D. - 4. Restricted Deliver~/t (E~ctra Fee) ^ Yes i. Arc~le Number 7 0 3 1010 0 0 0 2 815 9 0 0 7 8 (Transfer from service laben PS Form 381:1, August 2001 Domestic Return Receipt 102595-02-M-t 540 . ~''.~` .~,. .. , ,. .. - - X 2 `~. ~ _ _ ~~~.~'~ & ~-I~~~ IMP ATTORNEYS AT LAW 204 STATE STREET HARRISBURG, PENNSYLVANIA 17101 JOHN R. ZONARICH* ANNA MARIE SOSSONG JOHN B. ZONARICH GREGORY S. CHELAP SHELLY J. KUNKEL TODD F. TRUNTZ j' DAVID H. JUDY (717)233-1000 TELEFAX (717) 233-6740 WWW.SKAR LATOSZO NARICH.COM ANGELO SKARLATOS (1966- 1981) • BOARD CERTIFIED IN CIVIL TRIAL ADVOCACY t ALSO ADMITTED IN NEW JERSEY September 5, 2003 ,. STE ELTON OFFICE M EGHANIOS SAVINGS BUILDING, $TE. 201 S 1 SOUTH FRONT STREET $TEELTON PENNSYLVANIA 17113 1717)939-9350 MIDDLETOWN OFFICE 1717) 944-5109 WRITER'S EMAIL: S)k~Sk211atOSZOnallCfl•CO(II Cathy Richart 5111 F Street Little Rock, AR 72205 Dear Ms. Richart: Please recall that this office has been retained to represent the Estate of Kathryn Magaha Sollenberger, a/k/a Kathryn M. Sollenberger as outlined in my original correspondence to you dated November 13, 2002. This office recently undertook the preparation and filing of inheritance tax returns and presently has drafted a First and Final Account to finalize the administration of Mrs. Sollenberger's estate. From the outset of this administration it was evident that Mrs. Sollenberger's estate did not contain sufficient assets to satisfy all of her testamentary bequests in full. To that end I have enclosed for your review a copy of the First and Final Account of the Co-Executors and a copy of the Petition filed with the Cumberland County Orphans' Court requesting distribution of Mrs. Sollenberger's estate in accordance with the proposed Account. As an estate beneficiary, it is your right to receive this information. Please note that the Schedule of Distribution attached as Exhibit A of the Account identifies a proposed distribution amount, consisting of both cash and income, to which you are entitled. In other words, each beneficiary will receive a cash distribution and an income distribution which totals are set forth on the Schedule. Additionally, as a result of our Inheritance Tax filing I anticipate that the estate will receive a potential inheritance tax refund of several thousand dollars. Upon acceptance and approval of our return and receipt of the refund the beneficiaries would be entitled to a proportionate interest of those funds as well. 1 do not expect resolution on this matter for approximately eight to ten weeks. Finally, please review the enclosed Audit Notice. It is your formal notification of the adjudication of this accounting. In the event that no objections are filed to the accounting we would anticipate estate distribution to occur upon receipt of the Judge's Order some time in late October or early November, 2003. I thank you for your patience during the administration of this estate and would be happy to discuss any questions or concerns you may have. Sincerely, ~~ ~ShO J. `Kunkel SJK:sks Enclosures .~ In the Orphans' Court Division of the Court of Common Pleas of Cumberland County COMMONWEALTH OF PENNSYLVANIA No. 21-02-0790 Estate of KATHRYN MAGAHA SOLLENBERGER, a/k/a KATHRYN M. SOLLENBERGER, Deceased I• ~• AUDIT NOTICE TO: Cathy Richart 5111 F Street Little Rock, AR 72205 Please be advised that the First and Final Account, Schedule of Proposed Distribution and Petition for Distribution of Pamela Ellen Petersheim and Robert H. Geisel, III, Co-Executors of the Estate of Kathryn Magaha Sollenberger, a/k/a Kathryn M. Sollenberger, Deceased, have been filed with the Clerk of the Orphans' Court Division of the Court of Common Pleas of Cumberland County and will be presented for audit, confirmation and distribution before George E. Hoffer, P.J., Court Room 3, Cumberland County Court House at 9:30 a.m. (prevailing time) on October 14, 2003. At the audit, the Clerk will present a Petition for Distribution asking that the Court approve the accounting of the Co-Executors and distribute the balance in accordance with the Proposed Schedule of Distribution. Attached is a copy of the Petition for Distribution, First and Final Account and Schedule of Proposed Distribution filed. It is not necessary that you or your counsel appear at the audit. However, if you have any objection to any items in the account or the proposed distribution, it is necessary that you file your objections in writing with the Clerk not later than 9:30 a.m. (prevailing time) on October 14, 2003. Otherwise, any objections will be deemed waived and the Co-Executors will request that the account and petition be approved as stated above. ~~~~/J ~._; ~ ; ~ r ~,- Shelly J. Kunkel, Attorney for the Estate of Kathryn Magaha Sollenberger, a/k/a Kathryn M. Sollenberger, Deceased • • I • ~,~r `` ~ ~ ~ . ~. o '' • 0 o- ut .a ~ Postage $ ~ Certified Fee O ~ Retum Reciept Fee Postmark ~ (Endorsement Required) Here O Restricted Delivery Fee ~/~ /iC ~ (Endorsement Required) l/ O '~ Total Postage & Fees $ ~:7~~~ ~ Sent T O ----- ---- ------- f`- Street, as . ----~;;~---°--- -y;--- -------------------------------- ~~~~ & ~1~~~ II_IP ATTORNEYS A7 LAW 204 STATE STREET HARRISBURG, PENNSYLVANIA 17101 JOHN R. ZONARICH~ ANNA MARIE SOSSO NG JOHN B. ZONARICH GREGORY S. CHELAP SHELLY J. KUNKEL To DD F. TRU NTZ t DAVID H. Juov (717) 233-1000 TELEFAX (717)233-6740 W WW.S KAR LATOSZONARICH.COM ANGELO SKARLATOS (1 966 - 1981 ) ~~ • BOARD CERTIFIED IN CIVIL TRIAL ADVOCACY t ALSO ADMITTED IN NEW JERSEY Ken Short 1914 Rollingwood Road Baltimore, MD 21228 Dear Mr. Short: September 5, 2003 STEELTON OFFICE M ECH ANIGS SAVINGS~L.l:1LDING, STE. 201 S I SOUTH FRONT STREET STEELTON PENNSYLVANIA 17113 1717)939-9358 MIDDLETOWN OFFICE 1717)944-5109 WRITER'S EMAIL: SJk@Skarlatp$ZOnanch.com Please recall that this office has been retained to represent the Estate of Kathryn Magaha Sollenberger, a/k/a Kathryn M. Sollenberger as outlined in my original correspondence to you dated November 13, 2002. This office recently undertook the preparation and filing of inheritance tax returns and presently has drafted a First and Final Account to finalize the administration of Mrs. Sollenberger's estate. From the outset of this administration it was evident that Mrs. Sollenberger's estate did not contain sufficient assets to satisfy all of her testamentary bequests in full. To that end I have enclosed for your review a copy of the First and Final Account of the Co-Executors and a copy of the Petition filed with the Cumberland County Orphans' Court requesting distribution of Mrs. Sollenberger's estate in accordance with the proposed Account. As an estate beneficiary, it is your right to receive this information. Please note that the Schedule of Distribution attached as Exhibit A of the Account identifies a proposed distribution amount, consisting of both cash and income, to which you are entitled. In other words, each benefciary will receive a cash distribution and an income distribution which totals are set forth on the Schedule. Additionally, as a result of our Inheritance Tax filing I anticipate that the estate will receive a potential inheritance tax refund of several thousand dollars. Upon acceptance and approval of our return and receipt of the refund the beneficiazies would be entitled to a proportionate interest of those funds as well. I do not expect resolution on this matter for approximately eight to ten weeks. ~r Finally, please review the enclosed Audit Notice. It is your formal notification of the adjudication of this accounting. In the event that no objections are filed to the accounting we would anticipate estate distribution to occur upon receipt of the Judge's Order some time in late October or eazly November, 2003. I thank you for your patience during the administration of this estate and would be happy to discuss any questions or concerns you may have. Sincerely, ~o~~ Shelly J. Kunkel SJK:sks Enclosures i In the Orphans' Court Division of the Court of Common Pleas of Cumberland County COMMONWEALTH OF PENNSYLVANIA No. 21-02-0790 Estate of KATHRYN MAGAHA SOLLENBERGER, a/k/a KATHRYN M. SOLLENBERGER, Deceased I• I• AUDIT NOTICE TO: Ken Short 1914 Rollingwood Road Baltimore, MD 21228 Please be advised that the First and Final Account, Schedule of Proposed Distribution and Petition for Distribution of Pamela Ellen Petersheim and Robert H. Geisel, III, Co-Executors of the Estate of Kathryn Magaha Sollenberger, a/k/a Kathryn M. Sollenberger, Deceased, have been filed with the Clerk of the Orphans' Court Division of the Court of Common Pleas of Cumberland County and will be presented for audit, confirmation and distribution before George E. Hoffer, P.J., Court Room 3, Cumberland County Court House at 9:30 a.m. (prevailing time) on October 14, 2003. At the audit, the Clerk will present a Petition for Distribution asking that the Court approve the accounting of the Co-Executors and distribute the balance in accordance with the Proposed Schedule of Distribution. Attached is a copy of the Petition for Distribution, First and Final Account and Schedule of Proposed Distribution filed. It is not necessary that you or your counsel appear at the audit. However, if you have any objection to any items in the account or the proposed distribution, it is necessary that you file your objections in writing with the Clerk not later than 9:30 a.m. (prevailing time) on October 14, 2003. Otherwise, any objections will be deemed waived and the Co-Executors will request that the account and petition be approved as stated above. 0 ~/ ~~ l ; O TJ Shelly J. Kunkel, Attorney for the Estate of Kathryn Magaha Sollenberger, a/k/a Kathryn M. Sollenberger, Deceased • I~ .~ ~ - ~ ~ . p ,-a p tr r-9 _ _ ~ ~ Postage $ . # + ~ O Certified Fee p ~ Retum R eciept Fee Postmark (Endorsement Required) Here p Restricted Delivery Fee ~/s/(1~ r ~ (Endorsement Required) p ~ Total Posta & Fees $ ~J~ ~~ ~ /JA n'1 C/. ~~ J[~/~ _ p Sent T p M1 -------- -- ---- -- Street, -- - ---'-------------------------- ---- - or PO _ Ci - to ------ -- ---`-------- ----- --------- ------- - -- - -- /~-~ ---- .t _.... _....__. _ . _...._.. ..~.....~ .. - - _ ,..~~~.~. ~l[~$I~~ & ~1~~~ LIP ATTORNEYS AT LAW 204 STATE STREET HARRISBURG, PENNSYLVANIA 17101 ~~ JOHN R. ZONARICH• ANNA MARIE SOSSONG JOHN B. ZONARICH GREGORY S. CHELAP SHELLY J. KUNKEL TODD F. TRUNTZ t DAVID H. JUDY ANGELO SKARLATOS 1 1966 - 1 961 ) • BOARD CERTIFIED IN CIVIL TRIAL ADVOCACY t AL50 ADMITTED IN NEW JERSEY Kelly Burtnett 418 Brown Briar Circle Horsham, PA 19044 Dear Ms. Burtnett: (717) 233-1000 TELEFAX (717)233-6740 WWW.$KARLATOSZONARICH.COM September 5, 2003 STEELTON OFFICE M EC HANIOS $AVINGS BUILDING, $TE. ZO1 $ 1 SOUTH FRONT STREET $TEELTON PENNSYLVANIA 17113 (7171939-9358 MIDDLETOWN OFFICE (717)944-5109 WRITER'S EMAIL: SJk~Sk2118tOSZOf1811Ch.COR1 Please recall that this office has been retained to represent the Estate of Kathryn Magaha Sollenberger, a/k/a Kathryn M. Sollenberger as outlined in my original correspondence to you dated November 13, 2002. This office recently undertook the preparation and filing of inheritance tax returns and presently has drafted a First and Final Account to finalize the administration of Mrs. Sollenberger's estate. From the outset of this administration it was evident that Mrs. Sollenberger's estate did not contain sufficient assets to satisfy all of her testamentary bequests in full. To that end I have enclosed for your review a copy of the First and Final Account of the Co-Executors and a copy of the Petition filed with the Cumberland County Orphans' Court requesting distribution of Mrs. Sollenberger's estate in accordance with the proposed Account. As an estate beneficiary, it is your right to receive this information. Please note that the Schedule of Distribution attached as Exhibit A of the Account identifies a proposed distribution amount, consisting of both cash and income, to which you are entitled. In other words, each beneficiary will receive a cash distribution and an income distribution which totals are set forth on the Schedule. Additionally, as a result of our Inheritance Tax filing I anticipate that the estate will receive a potential inheritance tax refund of several thousand dollars. Upon acceptance and approval of our return and receipt of the refund the beneficiaries would be entitled to a proportionate interest of those funds as well. I do not expect resolution on this matter for approximately eight to ten weeks. ~~ Finally, please review the enclosed Audit Notice. It is your formal notification of the adjudication of this accounting. In the event that no objections are filed to the accounting we would anticipate estate distribution to occur upon receipt of the Judge's Order some time in late October or early November, 2003. I thank you for your patience during the administration of this estate and would be happy to discuss any questions or concerns you may have. Sincerely, i ~ ~~l ~-Shelly J. Kunkel SJK:sks Enclosures J In the Orphans' Court Division of the Court of Common Pleas of Cumberland County COMMONWEALTH OF PENNSYLVANIA No. 21-02-0790 Estate of KATHRYN MAGAHA SOLLENBERGER, a/k/a KATHRYN M. SOLLENBERGER, Deceased AUDIT NOTICE I• ~• TO: Kelly Burtnett 418 Brown Briar Circle Horsham, PA 19044 Please be advised that the First and Final Account, Schedule of Proposed Distribution and Petition for Distribution of Pamela Ellen Petersheim and Robert H. Geisel, III, Co-Executors of the Estate of Kathryn Magaha Sollenberger, a/k/a Kathryn M. Sollenberger, Deceased, have been filed with the Clerk of the Orphans' Court Division of the Court of Common Pleas of Cumberland County and will be presented for audit, confirmation and distribution before George E. Hoffer, P.J., Court Room 3, Cumberland County Court House at 9:30 a.m. (prevailing time) on October 14, 2003. At the audit, the Clerk will present a Petition for Distribution asking that the Court approve the accounting of the Co-Executors and distribute the balance in accordance with the Proposed Schedule of Distribution. Attached is a copy of the Petition for Distribution, First and Final Account and Schedule of Proposed Distribution filed. It is not necessary that you or your counsel appear at the audit. However, if you have any objection to any items in the account or the proposed distribution, it is necessary that you file your objections in writing with the Clerk not later than 9:30 a.m. (prevailing time) on October 14, 2003. Otherwise, any objections will be deemed waived and the Co-Executors will request that the account and petition be approved as stated above. i Shelly J. Kunkel, Attorney for the Estate of Kathryn Magaha Sollenberger, a/k/a Kathryn M. Sollenberger, Deceased • ~°~~~ ATTORNEYS AT LAW 204 STATE STREET HARRISBURG, PENNSYLVANIA 17101 ~~ JOHN R. ZONARICH* ANNA MARIE SOSSONG JOHN B. ZONARICH GREGORY S. CHELAP SHELLY J. KUNKEL TODD F. TRUNTZ t DAVID H. JUDY A NGELO SKARLATOS (1 966 - 1 981 ) * BOARD CERTIFIED IN CIVIL TRIAL ADVOCACY } ALSO ADMITTED IN NEW JERSEY Suzanne Douglass 4 Irongate Court Mechanicsburg, PA 17050 Dear Ms. Douglass: (717) 233-1000 TELEFAx (717)233-6740 WWW.SKARLATOSZONARICH.COM September 5, 2003 STEELTON OFFICE M EGHA NICS SAVINGS BUILDING, STE. PO1 $ 1 SOVTH Ffl ONT STREET STEELTON PENNSYLVANIA 17113 (7171 939.93$8 M IDDLETOWN OFFICE (717) 944-$109 WRITER'S EMAIL: SJI(~SI(2fI7tOSZ0f18fK;FI.COR1 Please recall that this office has been retained to represent the Estate of Kathryn Magaha Sollenberger, a/k/a Kathryn M. Sollenberger as outlined in my original correspondence to you dated November i3, 2002. This office recently undertook the preparation and filing of inheritance tax returns and presently has drafted a First and Final Account to finalize the administration of Mrs. Sollenberger's estate. From the outset of this administration it was evident that Mrs. Sollenberger's estate did not contain sufficient assets to satisfy all of her testamentary bequests in full. To that end I have enclosed for your review a copy of the First and Final Account of the Co-Executors and a copy of the Petition filed with the Cumberland County Orphans' Court requesting distribution of Mrs. Sollenberger's estate in accordance with. the proposed Account. As an estate beneficiary, it is your right to receive this information. Please note that the Schedule of Distribution attached as Exhibit A of the Account identifies a proposed distribution amount, consisting of both cash and income, to which you are entitled. In other words, each beneficiary will receive a cash distribution and an income distribution which totals are set forth on the Schedule. Additionally, as a result of our Inheritance Tax filing I anticipate that the estate will receive a potential inheritance tax refund of several thousand dollars. Upon acceptance and approval of our return and receipt of the refund the beneficiaries would be entitled to a proportionate interesf' of those funds as well. I do not expect resolution on this matter for approximately eight to ten weeks. 1` Finally, please review the enclosed Audit Notice. It is your formal notification of the adjudication of this accounting. In the event that no objections are filed to the accounting we would anticipate estate distribution to occur upon receipt of the Judge's Order some time in late October or early November, 2003. I thank you for your patience during the administration of this estate and would be happy to discuss any questions or concerns you may have. Sincerel ~~~~`~r Shelly J. Kunkel SJK:sks Enclosures n u In the Orphans' Court Division of the Court of Common Pleas of Cumberland County COMMONWEALTH OF PENNSYLVANIA No. 21-02-0790 Estate of KATHRYN MAGAHA SOLLENBERGER, a/k/a KATHRYN M. SOLLENBERGER, Deceased AUDIT NOTICE I• ~• TO: Suzanne Douglass 4 Irongate Court Mechanicsburg, PA 17050 Please be advised that the First and Final Account, Schedule of Proposed Distribution and Petition for Distribution of Pamela Ellen Petersheim and Robert H. Geisel, III, Co-Executors of the Estate of Kathryn Magaha Sollenberger, a/k/a Kathryn M. Sollenberger, Deceased, have been filed with the Clerk of the Orphans' Court Division of the Court of Common Pleas of Cumberland County and will be presented for audit, confirmation and distribution before George E. Hoffer, P.J., Court Room 3, Cumberland County Court House at 9:30 a.m. (prevailing time) on October 14, 2003. At the audit, the Clerk will present a Petition for Distribution asking that the Court approve the accounting of the Co-Executors and distribute the balance in accordance with the Proposed Schedule of Distribution. ' Attached is a copy of the Petition for Distribution, First and Final Account and Schedule of Proposed Distribution filed. It is not necessary that you or your counsel appear at the audit. However, if you have any objection to any items in the account or the proposed distribution, it is necessary that you file your objections in writing with the Clerk not later than 9:30 a.m. (prevailing time) on October 14, 2003. Otherwise, any objections will be deemed waived and the Co-Executors will request that the account and petition be approved as stated above. Cc's ` `'`f~ Shelly J. Kunkel, Attorney for the Estate of Kathryn Magaha Sollenberger, a/k/a Kathryn M. Sollenberger, Deceased ~~ ~~ ~~ :t ;~ i .~ ~ ~ a .. . - .- 0 ~ gg . I ~ Postage $ n_I Certified Fee O k P t ~ mar os 0 Return Reciept Fee (Endorsement Reqwred) Here O Restricted Delivery Fee ~/~~~ ~ (Endorsement Regwred) 0 m 0 0 ^ Complete rtems 1, ,2, and 3. Also complete Il `' item 4 if Restricted Delivery is desired. ~ A9e"t ^ Print your name-and address on the reverse Addressee ;`: so that we can return the card to you. B. ' by (Printed Name) of Delivery ^ Attach this card to the back of the mailpiece, ~ /~ ~~ tx on the front if space permits. D. Is delivery address different from item 11 ^ Yes 1. Article Addressed to: ff YES, enter delivery address below: ^ No 2. ArtlGeNumber - ,__ __ ~rra~ter rom service ~ 7 0 0 3 1010 0 ~ ~ 2 815 9 012 2 s;; PS Form(38,11, August20Q1 Dvr4testic Return F;eceip ~ ttnssso2-M-tsao ~?' 3. y Type _ ~ ~~ ~C~~jCertified Mail ^ Expresg Maii / ~~ ^ Registered ~Retum Receipt for Merchandise O Insured Mail ^ C.O.D. D ~ 4. Restricted Delivery? (Extra Fee) O Yes ~~ ~~i~ ~~ ~~~~ ~ ~l~~~I III AT~7R NEY5 AT LAW 204 STATE STREET HARRISBURG, PENNSYLVANIA 17101 ~~ JOHN R. ZO NARICH* ANNA MARIE SOSSONG JOHN B. ZONARICH GREGORY S. CHELAP SHELLY J. KUNKEL TODD F. TRUNTZ Y DAVID H. JUDY ANGELO SKARLATOS 11 966 - t 981 ) * BOARD CERTIFIED IN CIVIL TRIAL ADVOCAOV t ALSO ADMITTED IN NEW JERSEY Robert Geisel, III 2229 Highland Circle Harrisburg, PA 17110 Dear Mr. Geisel: 1717) 233-1000 TELEFA% (717)233-6740 W W W .S KAR LATOSZO NAR ICH.COM September 5, 2003 STEELTON OFFICE MEO HAN KS SAVINGS BVILDING~ STE. 201 $ I SOUTH FRONT STREET STEELTON PENNSYLVANIA 17113 f7 t7) 939-9358 MIDDLETOWN OFFICE (7171 944-5 109 WRITER'S EMAIL: SJk@SkBfIatOSZ1)f1811Ch.C01T1 Please recall that this office has been retained to represent the Estate of Kathryn Magaha Sollenberger, a/k/a Kathryn M. Sollenberger as outlined in my original correspondence to you dated November 13, 2002. This office recently undertook the preparation and filing of inheritance tax returns and presently has drafted a First and Final Account to finalize the administration of Mrs. Sollenberger's estate. From the outset of this administration it was evident that Mrs. Sollenberger's estate did not contain sufficient assets to satisfy all of her testamentary bequests in full. To that end I have enclosed for your review a copy of the First and Final Account of the Co-Executors and a copy of the Petition filed with the Cumberland County Orphans' Court requesting distribution of Mrs. Sollenberger's estate in accordance with the proposed Account. As an estate beneficiary, it is your right to receive this information. Please note that the Schedule of Distribution attached as Exhibit A of the Account identifies a proposed distribution amount, consisting of both cash and income, to which you are entitled. In other words, each beneficiary will receive a cash distribution and an income distribution which totals are set forth on the Schedule. Additionally, as a result of our Inheritance Tax filing I anticipate that the estate will receive a potential inheritance tax refund of several thousand dollars. Upon acceptance and approval df our return and receipt of the refund the beneficiaries would be entitled to a proportionate interest of those funds as well. I do not expect resolution on this matter for approximately eight to ten weeks. 1~ Finally, please review the enclosed Audit Notice. It is your formal notification of the adjudication of this accounting. In the event that no objections are filed to the accounting we would anticipate estate distribution to occur upon receipt of the Judge's Order some time in late October or early November, 2003. I thank you for your patience during the administration of this estate and would be happy to discuss any questions or concerns you may have. Sincerely, _ ~~~~ Shelly J. Kunkel SJK:sks Enclosures >. In the Orphans' Court Division of the Court of Common Pleas of Cumberland County COMMONWEALTH OF PENNSYLVANIA No. 21-02-0790 Estate of KATHRYN MAGAHA SOLLENBERGER, a/k/a KATHRYN M. SOLLENBERGER, Deceased I• ~• AUDIT NOTICE TO: Robert Geisel, III 2229 Highland Circle Harrisburg, PA 17110 Please be advised that the First and Final Account, Schedule of Proposed Distribution and Petition for Distribution of Pamela Ellen Petersheim and Robert H. Geisel, III, Co-Executors of the Estate of Kathryn Magaha Sollenberger, a/k/a Kathryn M. Sollenberger, Deceased, have been filed with the Clerk of the Orphans' Court Division of the Court of Common Pleas of Cumberland County and will be presented for audit, confirmation and distribution before George E. Hoffer, P.J., Court Room 3, Cumberland County Court House at 9:30 a.m. (prevailing time) on October 14, 2003. At the audit, the Clerk will present a Petition for Distribution asking that the Court approve the accounting of the Co-Executors and distribute the balance in accordance with the Proposed Schedule of Distribution. Attached is a copy of the Petition for Distribution, First and Final Account and Schedule of Proposed Distribution filed. It is not necessary that you or your counsel appear at the audit. However, if you have any objection to any items in the account or the proposed distribution, it is necessary that you file your objections in writing with the Clerk not later than 9:30 a.m. (prevailing time) on October 14, 2003. Otherwise, any objections will be deemed waived and the Co-Executors will request that the account and petition be approved as stated above. Shelly J. Kunkel, Attorney for the Estate of Kathryn Magaha Sollenberger, a/k/a Kathryn M. Sollenberger, Deceased • I~ ~~ 1r :~ .~ it ~ m a ,, ..- -• p -- tT u i ~ efl Postage $ fU p Certified Fee Postmark p Fee Return Reciept Here p , (Endorsement Regwred) ~/„ .~ ! "S p Restrkted t7elivery.Fee (Endorsement Required) ~~ ~ J ~ O r~ Total Postage & Fees $ ~-{O n ~ /S _ 1 ~/ ~`"~~ m p senr ro S ' - ------------ -- -------- -------- - ---- - ------- - __ _ _. i, A GampCete items 1, 2, and 3. Also complete item 4 'rf Restricted t~elivery is desired. ^ Print your name and. address on the reverse so that we can return the card to you. ^ Attach this card to the,back of the mailpiece, or on the -front 'rf space- permits. t. Article Addressed to: :~~~'~ l ~aa9 ~~ I!I ASr'tgn X ~ Agent ^ Addressee ~~ ~ ) ~° `C. Date'of Delivery ... a ~-,.di - T/ D. Is delivery address different from item 1? ^ Yes ff YES, enter delivery address bebw: ^ No }~ -r' ;- 3. Type ~ ~ ~ ~ ~~~ered s~ ~~/~~ Receipt forfNerchandise ^ Insured Mail ^ C.O.D. ~~ 4. Restricted Delivery? (Ex6a Fee) ^ Yes 2. Argde Nurrrber _ _ _ _ _ 7003 1010 0002 8159 0139 PS Forma&11,~Attg't,sk;2~o1 ~ . . , . Ir~®rnestic f#ett,m~t'eceipt # ? ~ < to2sss-oz-t„t-tsao ~~ J~~,~~~ $z ~~~~~ ~ -ATTORNEYS AT LAW 204 STATE STREET HARRISBURG, PENNSYLVANIA 17101 JOHN R. ZON ARICH• ANNA MARIE SOSSONG JOHN B. ZO NARICH GREGORY 5. CHELAP SHELLY J. KUNKEL TODD F. TRUNTZ'F DAVID H. JUDY (717) 233-1000 TELEFAX (717) 233-6740 WWW.$KAR LATO$ZONARICH.COM ANGELO SKARLATOS (1 966 - 198 1 ) ~~ • BOARD CERTIFIED IN CIVIL TRIAL ADVOCACY t AL50 ADMITTED IN NEW JERSEY Donald Geisel 2436 Kensington Street Harrisburg, PA 17104 Dear Mr. Geisel: September 5, 2003 S~"EELTON OFFICE MECHANICS SAVINGS BUILDING. STE. 201 S I SOUTH FRONT STREET $TE ELTON PENNSYLVANIA 17113 1717) 939-9358 MIDD LETOWN OFFICE 17171 944-5109 WRITER'S EMAIL: SJk~S~2f~8tOS20n2fK:h.CO(1) Please recall that this office has been retained to represent the Estate of Kathryn Magaha Sollenberger, a/k/a Kathryn M. Sollenberger as outlined in my original correspondence to you dated November 13, 2002. "this office recently undertook the preparation and filing of inheritance tax returns and presently has drafted a First and Final Account to finalize the administration of Mrs. Sollenberger's estate. From the outset of this administration it was evident that Mrs. Sollenberger's estate did not contain sufficient assets to satisfy all of her testamentary bequests in full. To that end I have enclosed for your review a copy of the First and Final Account of the Co-Executors and a copy of the Petition filed with the Cumberland County Orphans' Court requesting distribution of Mrs. Sollenberger's estate in accordance with the proposed Account. As an estate beneficiary, it is your right to receive this information. Please note that the Schedule of Distribution attached as Exhibit A of the Account identifies a proposed distribution amount, consisting of both cash and income, to which you are entitled. In other words, each beneficiary will receive a cash distribution and an income distribution which totals are set forth on the Schedule. Additionally, as a result of our Inheritance Tax filing I anticipate that the estate will receive a potential inheritance tax refund of several thousand dollars. Upon acceptance and approval of our return and receipt of'the refund the beneficiaries would be entitled to a proportionate interest of those funds as well. 1 do not expect resolution on this matter for approximately eight to ten weeks. ~~ Finally, please review the enclosed Audit Notice. It is your formal notification of the adjudication of this accounting. In the event that no objections are filed to the accounting we would anticipate estate distribution to occur upon receipt of the Judge's Order some time in late October or early November, 2003. I thank you for your patience during the administration of this estate and would be happy to discuss any questions or concerns you may have. Sincerely, /~ ~, i~ 'S~i~lt 'J, Kunkel SJK:sks Enclosures In the Orphans' Court Division of the Court of Common Pleas of Cumberland County COMMONWEALTH OF PENNSYLVANIA No. 21-02-0790 Estate of KATHRYN MAGAHA SOLLENBERGER, a/k/a KATHRYN M. SOLLENBERGER, Deceased Ir 1• AUDIT NOTICE TO: Donald Geisel 2436 Kensington Street Harrisburg, PA 17104 Please be advised that the First and Final Account, Schedule of Proposed Distribution and Petition for Distribution of Pamela Ellen Petersheim and Robert H. Geisel, III, Co-Executors of the Estate of Kathryn Magaha Sollenberger, a/k/a Kathryn M. Sollenberger, Deceased, have been filed with the Clerk of the Orphans' Court Division of the Court of Common Pleas of Cumberland County and will be presented for audit, confirmation and distribution before George E. Hoffer, P.J., Court Room 3, Cumberland County Court House at 9:30 a.m. (prevailing time) on October 14, 2003. At the audit, the Clerk will present a Petition for Distribution asking that the Court approve the accounting of the Co-Executors and distribute the balance in accordance with the Proposed Schedule of Distribution. Attached is a copy of the Petition for Distribution, First and Final Account and Schedule of Proposed Distribution filed. It is not necessary that you or your counsel appear at the audit. However, if you have any objection to any items in the account or the proposed distribution, it is necessary that you file your objections in writing with the Clerk not later than 9:30 a.m. (prevailing time) on October 14, 2003. Otherwise, any objections will be deemed waived and the Co-Executors will request that the account and petition be approved as stated above. Shelly J. Kunkel, Attorney for the Estate of Kathryn Magaha Sollenberger, a/k/a Kathryn M. Sollenberger, Deceased ~~ I~ .~ - ~ ~ ~ ~• • O ~~'! ~ Postage $ ~ Certified Fee O ~ Retum Redept Fee Postmark ~ (Endorsement Required) ~f Here O Restricted Delivery Fee ~/~/~~ ~ (Endorserrrent Required) O ~ Total Postage 8 Fees $ (~' ' ,' fti'1 Sera ~'~-~cQ~L~C~ _ O ---- -- - ~~ ---~~n.~ ~; - - - P~------ ------ -~-~~- -- - -- - --- t rr7a ~r~ ---- ~7%a ~------------- ^ (`complete dQrris 1, 2, and 3. Also-complete 'A. Signat r+e ~ , item 4 if ~?esirictecl Delivery is desired. ~ ^ Print your name and address on the retferse X ~ ^ Addressee so that we can return the card to you. g, by ( fitted ) C. of Delivery ^ Attach this card tb the l~k of the mailpiece, o~ ~ ~Q or on the'front''tf space permits. D. 4S deNvery address efferent from item 1? ^ Yes t. Article Addressed to: H YES, enter delivery address below: ^ No a~ . f ~ ~~ ~~~ 3: Marl ^ Mail e ~J ~ ^ Reyiytered ~Rehxn Receipt for Me~handise `~ ^ Insured Mail ^ C.O.D. 4. Restricted Delivery? (Fxba Fee) ^ Yes _ _ - 2''4r""~'~` 7~~3 1~1~ 0002 8159 0146 (fiar>Sfer frurrr sert~ii:e labeQ -- PS Form 3811, August 2001 Domestic Return Receipt ioi'ss~-a?-M-isao ~~ ATTOR NEVS AT LAW 204 STATE STREET HARRISBURG, PENNSYLVANIA 17101 JOHN R. ZONARIC H' ANNA MARIE 50550 NG JOHN B. ZONARICH GREGORY S. CHELAP SHELLY J. KUNKEL TODD F. TRUNTZ t DAVID H. JUDY (717)233-1000 TELEFAX (717)233-6740 W WW.$KAR LATOSZO NARICH.COM ANGELO SKARLATOS (1966- 19811 ~ BOARD CERTIFIED IN CIVIL TRIAL ADVOCACY t AL50 ADMITTED IN NEW JERSEY Avis Pulaski 8 Rutherford Road Harrisburg, PA 17109 Dear Ms. Pulaski: September 5, 2003 :iTEELTON OFFICE M EGHANIGS SAVINGS BVILDING, STE. 201 51 SOUTH FRONT STREET $TEELTDN PENNSYLVANIA 17113 (717) 939-9358 MIDDLETOWN OFFICE 17171 944-5109 WRITER'S EMAIL: SJk~SI(81t8tOSZOr18rICf1.CDln Please recall that this office has been retained to represent the Estate of Kathryn Magaha Sollenberger, a/k/a Kathryn M. Sollenberger as outlined in my original correspondence to you dated November 13, 2002. This office recently undertook the preparation and filing of inheritance tax returns and presently has drafted a First and Final Account to finalize the administration of Mrs. Sollenberger's estate. From the outset of this administration it was evident that Mrs. Sollenberger's estate did not contain sufficient assets to satisfy all of her testamentary bequests in full. To that end I have enclosed for your review a copy of the First and Final Account of the Co-Executors and a copy of the Petition filed with the Cumberland County Orphans' Court requesting distribution of Mrs. Sollenberger's estate in accordance with the proposed Account. As an estate beneficiary, it is your right to receive this information. Please note that the Schedule of Distribution attached as Exhibit A of the Account identifies a proposed distribution amount, consisting of both cash and income, to which you are entitled. In other words, each beneficiary will receive a cash distribution and an income distribution which totals are set forth on the Schedule. Additionally, as a result of our Inheritance Tax filing I anticipate that the estate will receive a potential inheritance tax refund of several thousand dollars. Upon acceptance and approval of our return and receipt of the refund the beneficiaries would be entitled to a proportionate interest of those funds as well. 1 do not expect resolution on this matter for approximately eight to ten weeks. ~~ Finally, please review the enclosed Audit Notice. It is your formal notification of the adjudication of this accounting. In the event that no objections are filed to the accounting we would anticipate estate distribution to occur upon receipt of the Judge's Order some time in late October or early November, 2003. I thank you for your patience during the administration of this estate and would be happy to discuss any questions or concerns you may have. Sincerely, ~~~J yi~ Shelly J. Kunkel SJK:sks Enclosures In the Orphans' Court Division of the Court of Common Pleas of Cumberland County COMMONWEALTH OF PENNSYLVANIA No. 21-02-0790 Estate of KATHRYN MAGAHA SOLLENBERGER, a/k/a KATHRYN M. SOLLENBERGER, Deceased AUDIT NOTICE 1• ~• TO: Avis Pulaski 8 Rutherford Road Harrisburg, PA 17109 Please be advised that the First and Final Account, Schedule of Proposed Distribution and Petition for Distribution of Pamela Ellen Petersheim and Robert H. Geisel, III, Co-Executors of the Estate of Kathryn Magaha Sollenberger, a/k/a Kathryn M. Sollenberger, Deceased, have been filed with the Clerk of the Orphans' Court Division of the Court of Common Pleas of Cumberland County and will be presented for audit, confirmation and distribution before George E. Hoffer, P.J., Court Room 3, Cumberland County Court House at 9:30 a.m. (prevailing time) on October 14, 2003. At the audit, the Clerk will present a Petition for Distribution asking that the Court approve the accounting of the Co-Executors and distribute the balance in accordance with the Proposed Schedule of Distribution. Attached is a copy of the Petition for Distribution, First and Final Account and Schedule of Proposed Distribution filed. It is not necessary that you or your counsel appear at the audit. However, if you have any objection to any items in the account or the proposed distribution, it is necessary that you file your objections in writing with the Clerk not later than 9:30 a.m. (prevailing time) on October 14, 2003. Otherwise, any objections will be deemed waived and the Co-Executors will request that the account and petition be approved as stated above. `C^? ~; Shelly J. Kunkel, Attorney for the Estate of Kathryn Magaha Sollenberger, a/k/a Kathryn M. Sollenberger, Deceased ~~ I• ri m 0 0 r m _ ~ ~ . ~ ~~ ~ O _ _ • • ~ ~ ~ l1l ~ Postage S f1J Certified Fee O p ~ Retum Reciept Fee Here ~ (Endorsement Required) _ Fee -p Restricted Delivery 9/~ ~~ . ~ (Endorsement Required) O ~ Total Postage 8~ tees I ~ ~ `~ -- - -- -- - - - - -- - - - - -- - ~' ~} ~~ Q 9 :rr rterns 1, 2, and & Also complete ~-fstrieted Delivery is desired. , A ~~ X ~, ~ ~ ^ "name. aril address on the reverse . -~ t+tre can return the card fo you.... ^ A t~iis card to the back of the mailpiece, B. Received by (Pr(nGed Name). G. Date of Delivery o~ on. tti~ frort~ 'rf space permits. D. Is delivery item i? ^ Yes . 1. Artlele Ad~essed o: ff YES, er ^ No r ° tt 4 j ~' °' ~~ \~. ~ d~S ~~~~ ` ~ ~ ~~ ~ .Service Type ~-~ 9 ~ Mai ^ Mai ~ 7r~ , Registered ~(ietum Receipt for Mer+drarxlisa .; .. -::- __ ..O.Inseired Mail ^ C.O.D. ~~k~011r 4. Restricted Deliver~/l (Extra Fee) ^ Yes 2. {article Numt~er _ _. _ . ~,~,~,~ 7203 110 002 _ 8159 0153 PS Form 3 1. , /~gus$: 1 '• i ` t~orrte's}ic faefuFri Fi~ipt '• l i _, . { .. ' € ,o2ssso2-nn-tsao - _ _ :<~ - ~~ ~~ ~~~~~~ $t ~~ ~ ATTORNEYS AT LAW 204 STATE STREET HARRISBURG, PENNSYLVANIA 17101 JOHN R. ZONARICH* ANNA MARIE SOSSONG JOHN B. ZONARICH GREGORY S. CHELAP SHELLY J. KUNKEL TODD F. TRUNTZ t DAVID H. JUDY ANGELO SKARLATOS (1966-1981) * BOARD CERTIFIED IN CIVIL TRIAL ADVOCACY 1• ALSO ADMITTED IN NEW JERSEY (717) 233-1000 TELEFAX (717) 233-6740 WWW.SKAR LATOSZONARICH.COM September 5, 2003 Christ Evangelical Lutheran Church 124 S. 13~' Street Harrisburg, PA 17104 - Dear Sir or Madam: _~ * STEELTON OFFICE MECHANICS SAVING.'. BUILDING, STE. 201 $ 1 SOUTH FRONT STREET STEELTON PENNSYLVANIA 17113 1717) 939.93$8 MIDDLETOWN OFFICE (717) 944•$109 WRITER'S EMAIL: SfI(~SI(alI2tOSZOf18fICIl.COn1 Please recall that this office has been retained to represent the Estate of Kathryn Magaha Sollenberger, a/k/a Kathryn M. Sollenberger as outlined in my original correspondence to you dated November 13, 2002. This office recently undertook the preparation and filing of inheritance tax returns and presently has drafted a First and Final Account to finalize the administration of Mrs. Sollenberger's estate. From the outset of this administration it was evident that Mrs. Sollenberger's estate did not cc-ntain sufficient assets to satisfy all of her testamentary bequests in full. To that end [have enclosed for your review a copy of the First and Final Account of the Co-Executors and a copy of the Petition filed with the Cumberland County Orphans' Court requesting distribution of Mrs. Sollenberger's estate in accordance with the proposed Account. As an estate beneficiary, it is your right to receive this information. Please note that the Schedule of Distribution attached as Exhibit A of the Account identifies a proposed distribution amount, consisting of both cash and income, to which you aze entitled. In other words, each beneficiary will receive a cash distribution and an income distribution which totals aze set forth on the Schedule. Additionally, as a result of our Inheritance Tax filing I anticipate that the estate will receive a potential inheritance tax refund of several thousand dollars. Upon acceptance and approval of our return and receipt of the refund the beneficiazies would be entitled to a proportionate interest of those funds as well. I do not expect resolution on this matter for approximately eight to ten weeks. 1~ Finally, please review the enclosed Audit Notice. It is your formal notification of the adjudication of this accounting. In the event that no objections aze filed to the accounting we would anticipate estate distribution to occur upon receipt of the Judge's Order some time in late October or early November, 2003. I thank you for your patience during the administration of this estate and would be happy to discuss any questions or concerns you may have. Sincerely, /~ n ~, _ ~ ` L't Shelly J. `Kunkel SJK:sks Enclosures In the Orphans' Court Division of the Court of Common Pleas of Cumberland County COMMONWEALTH OF PENNSYLVANIA No. 21-02-0790 Estate of KATHRYN MAGAHA SOLLENBERGER, a/k/a KATHRYN M. SOLLENBERGER, Deceased AUDIT NOTICE ~• TO: Christ Evangelical Lutheran Church 124 S. 13~' Street Harrisburg, PA 17104 Please be advised that the First and Final Account, Schedule of Proposed Distribution and Petition for Distribution of Pamela Ellen Petersheim and Robert H. Geisel, III, Co-Executors of the Estate of Kathryn Magaha Sollenberger, a/k/a Kathryn M. Sollenberger, Deceased, have been filed with the Clerk of the Orphans' Court Division of the Court of Common Pleas of Cumberland County and will be presented for audit, confirmation and distribution before George E. Hoffer, P.J., Court Room 3, Cumberland County Court House at 9:30 a.m. (prevailing time) on October 14, 2003. At the audit, the Clerk will present a Petition for Distribution asking that the Court approve the accounting of the Co-Executors and distribute the balance in accordance with the Proposed Schedule of Distribution. Attached is a copy of the Petition for Distribution, First and Final Account and Schedule of Proposed Distribution filed. I• It is not necessary that you or your counsel appear of the audit. However, if you have any objection to any items in the account or the proposed distribution, it is necessary that you file your objections in writing with the Clerk not later than 9:30 a.m. (prevailing time) on October 14, 2003. Otherwise, any objections will be deemed waived and the Co-Executors will request that the account and petition be approved as stated above. /~0~~ Shelly J. Kunkel, Attorney for the Estate of Kathryn Magaha Sollenberger, a/k/a Kathryn M. Sollenberger, Deceased • J `J ~~ .~ ~ ~ rl ~ ' ~ ~ - . . - . O ~t7 r-~ ~O Postage $ ~ Certified Fee O ~ Retum Reaept Fee Postmark ~ (Endorsement Require[!) Here p Restricted Delivery Fee ~/s/~3 ~ (Endorsement Required) O '~ Total Postage & Fees m LSD (,G Koaoa v o _ __ _ / 7~/ :~ .. lplete ices i 2,'arxi 3. Also complete ~, n 4 'rf fiestricfed Delivery is desired. ,nt your narr-e and address oh the reverse ', that we can r!etum the card to you. attach this,card to the back of the mailpiece, or on the front 'rf space permits. Art3de Addressed to: ~' '~~Y 5. nted ame C. Dat .Qf Delivery -q~~~_ o D. Is delivery address different from item 11 ^ Yes H YES, enter delivery address bebw: ~ No ' .:3. ~S(ervice Type ~ ~~ ~~,~ Jul ~~ MaN ^ Egress Mail '^ Registered Receipt for Merchandise ^ Irtsixed Mail ^ C.O.D. a LSQ 4. Restricted Delivery'1(Extra Feel ^ Yes 2. Article Number - _ _ _ _- (rra~riro--,~rvfc~~1 7003 1010 0002 8159 0177 PS Form ~ j ~ i ~~ ~~101 ., .Domesti~RQtum`f~ecr3ipt ' ; t ~ - to25s5-o~-M-tS~w ~~~~'~ 8z ~~~~ ~ ATTORNEYS AT LAW 204 STATE STREET HARRISBURG, PENN'RYLVANIA 17101 JOHN R. ZONARICH' ANNA MARIE SOSSONG JOHN B. ZONARICH GREGORY S. CHELAP SHELLY J. KUNKEL TODD F. TRUNTZ t DAVID H. Juov (717) 233-1000 TELEFAX (717) 233-6740 WWW.$KAR LATO$ZONARICH.COM ANGELO SKARLATOS (1966- 1981) ' BOARD CERTIFIED IN CIVIL TRIAL ADVOCACY Y AL50 ADMITTED IN NEW JERSEY September 5, 2003 ~~ The Salvation Army c./o Richard D. Allen 440 West Nyack Road West Nyack, NY 10994-1'739 Dear Mr. Allen: - ~ S7"EEL 7FFICE MECHANICS SAVINGS BJILDINO ^, 201 S 1 SOUTH FRONT STREET STEELTON PENNSYLVANIA 17113 (717) 939-9358 MIDDLETOWN OFFICE (717) 94,4-5109 WRITER'S EMAIL: SJI(~SI(81~t0S20fk'ifICI1.COI11 Please recall that this office has been retained to represent the Estate of Kathryn Magaha Sollenberger, a/k/a Kathryn M. Sollenberger as outlined in my original correspondence to you dated November 13, 2002. This office recently undertook the preparation and filing of inheritance tax returns and presently has drafted a First and Final Account to finalize the administration of Mrs. Sollenberger's estate. From the outset of this administration it was evident that Mrs. Sollenberger's estate did not contain sufficient assets to satisfy all of her testamentary bequests in full. To that end I have enclosed for your review a copy of the First and Final Account of the Co-Executors and a copy of the Petition filed with the Cumberland County Orphans' Court requesting distribution of Mrs. Sollenberger's estate in accordance with the proposed Account. As an estate beneficiary, it is your right to receive this information. Please note that the Schedule of Distribution attached as Exhibit A of the Account identifies a proposed distribution amount, consisting of both cash and income, to which you are entitled. In other words, each beneficiary will receive a cash distribution and an income distribution which totals are set forth on the Schedule. Additionally, as a result of our Inheritance Tax filing I anticipate that the estate will receive a potential inheritance tax refund of several thousand dollars. Upon acceptance and approval of our return and receipt of the refund the beneficiaries would be entitled to a proportionate interest of those funds as well. I do not expect resolution on this matter for approximately eight to ten weeks. Finally, please review the enclosed Audit Notice. It is your formal notification of the adjudication of this accounting. In the event that no objections are filed to the accounting we would anticipate estate distribution to occur upon receipt of the Judge's Order some time in late October or early November, 2003. I thank you for your patience during the administration of this estate and would be happy to discuss arry questions or concerns you may have. ~re~ o (~~ Shelly J. Kunkel SJK:sks Enclosures In the Orphans' Court Division of the Court of CommonrPleas of Cumberland County COMMONWEALTH OF PENNSYLVANIA No. 21-02-0790 Estate of KATHRYN MAGAHA SOLLENBERGER, a/k/a KATHRYN M. SOLLENBERGER, Deceased AUDIT NOTICE [~ ~• TO: The Salvation Army c/o Richard D. Allen 440 West Nyack Road West Nyack, NY 10994-1739 Please be advised that the First and Final Account, Schedule of Proposed Distribution and Petition for Distribution of Pamela Ellen Petersheim and Robert H. Geisel, III, Co-Executors of the Estate of Kathryn Magaha Sollenberger, a/k/a Kathryn M. Sollenberger, Deceased, have been filed with the Clerk of the Orphans' Court Division of the Court of Common Pleas of Cumberland County and will be presented for audit, confirmation and distribution before George E. Hoffer, P.J., Court Room 3, Cumberland County Court House at 9:30 a.m. (prevailing time) on October 14, 2003. At the audit, the Clerk will present a Petition for Distribution asking that the Court approve the accounting of the Co-Executors and distribute the balance in accordance with the Proposed Schedule of Distribution. Attached is a copy of the Petition for Distribution, First and Final Account and Schedule of Proposed Distribution filed. It is not necessary that you or your counsel appear at the audit. However, if you have any objection to any items in the account or the proposed distribution, it is necessary that you file your objections in writing with the Clerk not later than 9:30 a.m. (prevailing time) on October 14, 2003. Otherwise, any objections will be deemed waived and the Co-Executors will request that the account and petition be approved as stated above. Shelly J. Kunkel, Attorney for the Estate of Kathryn Magaha Sollenberger, a/k/a Kathryn M. Sollenberger, Deceased • J .~- ~ ~ ~ .. p ra "a Postage $ ~ Certified Fee - ..a p ar p Rehrm Redept Fee p Postm k Here (Endorsement Required) p Restricted t~livery Fee n //~/L //f Z ~ (ErWorsement Required) '7 / V p / r"~ Tntal Pnefann R Face .Q. m p p tti X30 -~ ~• ^ Cotitplete iter~pis 1, 2, ~ 3 Also complete A. item 4rf Restricted Delivery is desired. ^ A9erft X ^ Print your name and address on the reverse Addressee M SO that we sari return the card to you. B. by (Pritrted ame C. i cry ^ Attach this txrd to the back Of the mailpiece, f Il/~V or on the friorit rt space permits. ':F 1. Article to: ( yy ~A~w~~ 1 a . , ~-O ~C..J D. Is delivery address different from item 1? ~ ff YES, enter delivery address below: ^ No ~,CS l-~ A ' 4. ~~.CerHfled Mail ^ Ex ress Maa7 3 T~ ~ b - ~ / V ~D ~ ~/_ ~ ~ z~9 T p ^ Registered Returtt Receipt for Marcttandise :` ~ ~ Insured Mail .O.D. ~ou~/~~ 4. Restricted Delivery'i' (Exba Fee) ^ Yes (Transfer fiorrr service ~ 7 0 3 1 U 1 U U U U r' f5 L S 7 u J, G 't PS Form38i c~ust~001 ' '' ` " ` Retum`Recefpt' ` , , , t f ' `to25s5-o2-be-t54Q 2. Atticle Ntunber ~~ ~~~ & ~1~~~[ I Imo' ATTORNEYS AT LAW 204 STATE STREET HARRISBURG, PEN NSVLVANIA 17101 ~~ JOHN R. ZONARIGH* ANNA MARIE SOSSO NG JOHN B. ZONARICH GREGORY S. CHELAP SHELLY J. KUNKEL TODD F. TRUNTZ t DAVID H. Juov ANGELO SKARLATOS (1966 - 1981 ) * BOARD CERTIFIED IN CIVIL TRIAL ADVOCACY f ALSO ADMITTED IN NEW JERSEY Masonic Homes of the Grand Lodge of Pennsylvania 1 Masonic Drive Elizabethtown, PA 17022-2199 Dear Sir or Madam: (717) 233-1000 TELEFAX (717)233-6740 W W W.SKAR LATOSZO NAR ICH.COM September 5, 2003 STEELTON OFFICE M EC HA NIGS SAVINGS BUILDING, STE. 201 51 SOU'LH FRONT STREET STEELTON PENNSYLVANIA 17113 1717) 939-9358 MIDDI_ETOWN OFFICE (7171 944-5 109 WRITER'S EMAIL: SJI(~SI(8II8tOSZOnBfICI1.C0(Il Please recall that this office has been retained to represent the Estate of Kathryn Magaha Sollenberger, a/k/a Kathryn M. Sollenberger as outlined in my original correspondence to you dated November 13, 2002. This office recently undertook the preparation and filing of inheritance tax returns and presently has drafted a First and Final Account to finalize the administration of Mrs. Sollenberger's estate. From the outset of this administration it was evident that Mrs. Sollenberger's estate did not contain sufficient assets to satisfy all of her testamentary bequests in full. To that end I have enclosed for your review a copy of the First and Final Account of the Co-Executors and a copy of the Petition filed with the Cumberland County Orphans' Court requesting distribution of Mrs. Sollenberger's estate in accordance with the proposed Account. As an estate beneficiary, it is your right to receive this information. Please note that the Schedule of Distribution attached as Exhibit A of the Account identifies a proposed distribution amount, consisting of both cash and income, to which you are entitled. In other words, each beneficiary will receive a cash distribution and an income distribution which totals are set forth on the Schedule. Additionally, as a result of our Inheritance Tax filing I anticipate that the estate will receive a potential inheritance tax refund of several thousand dollars. Upon acceptance and approval of our return and receipt of the refund the beneficiaries would be entitled to a proportionate interest of those funds as well. I do not expect resolution on this matter for approximately eight to ten weeks. ~~ Finally, please review the enclosed Audit Notice. It is your formal notification of the adjudication of this accounting. In the event that no objections are filed to the accounting we would anticipate estate distribution to occur upon receipt of the Judge's Order some time in late October or early November, 2003. I thank you for your patience during the administration of this estate and would be happy to discuss any questions or concerns you may have. Sincerely, ~ ~ ~_~ _ , ~-. i Shelly J. Kunkel SJK:sks Enclosures In the Orphans' Court Division of the Court of Common Pleas of Cumberland County COMMONWEALTH OF PENNSYLVANIA No. 21-02-0790 Estate of KATHRYN MAGAHA SOLLENBERGER, a/k/a KATHRYN M. SOLLENBERGER, Deceased AUDIT NOTICE I• ~• TO: Masonic Homes of the Grand Lodge of Pennsylvania 1 Masonic Drive Elizabethtown, PA 17022-2199 Please be advised that the First and Final Account, Schedule of Proposed Distribution and Petition for Distribution of Pamela Ellen Petersheim and Robert H. Geisel, III, Co-Executors of the Estate of Kathryn Magaha Sollenberger, a/k/a Kathryn M. Sollenberger, Deceased, have been filed with the Clerk of the Orphans' Court Division of the Court of Common Pleas of Cumberland County and will be presented for audit, confirmation and distribution before George E. Hoffer, P.J., Court Room 3, Cumberland County Court House at 9:30 a.m. (prevailing time) on October 14, 2003. At the audit, the Clerk will present a Petition for Distribution asking that the Court approve the accounting of the Co-Executors and distribute the balance in accordance with the Proposed Schedule of Distribution. Attached is a copy of the Petition for Distribution, First and Final Account and Schedule of Proposed Distribution filed. It is not necessary that you or your counsel appear at the audit. However, if you have any objection to any items in the account or the proposed distribution, it is necessary that you file your objections in writing with the Clerk not later than 9:30 a.m. (prevailing time) on October 14, 2003. Otherwise, any objections will be deemed waived and the Co-Executors will request that the account and petition be approved as stated above. ~~- ~ i = .~ Shelly J. Kunkel, Attorney for the Estate of Kathryn Magaha Sollenberger, a/k/a Kathryn M. Sollenberger, Deceased • '~ • m 0 0 ~.. - .,. - ,. 0 ~ postage $ ~ Certifred Fee O O Retum Reciept.Fee ~ Postrnark Here (Endorsement Regwre~ O Restricted Delivery Fee ///]]] rt ~/~/~ ~ (Endorsement Required) O rl ~---~ ^-•--- ° °--- ~ U ^ CorYiplete items 1, 2, and-3. Also corriplete item 4 'rf Restricted Delivery is desired. ^ Print your name. and address on the ret;erse so,that yve can'retum the card to you. '. ^ Attach thiscard to the. back of the mailpiece, or on the trout 'rf space permits. y 4. q~ addressed to - V .~ ~ ~I` 2. Article Number - ([ra-uter fiom servke :label) PS Form ~~ ~ j ~1t~jus~ 2Q01 ~a~a i99 7223 ~ortQsbc F a sis~an,re ^ AyeM ~- ^ Addressee B. Received by (Printed Name) C. of livery I~k.~ ~ q~i a a 3 D. Is delivery address different from item 1? ~ ff YES, enter delivery address below: 3: - Type Grtified Mail ^ Express Map ^ Registered ~ Retturt Receipt for Merchandise ^ Insured Mail C.O.D. 4. Restricted Delivery? (Extra Fee) ^ Yes ___ 1210 2022 8159 0227 J etGrit Receipt yo25s5-o2-M-t5ao ~~ ATl*ORNEY~AT LAW 204 STATE STREET HARRISBURG, PENNSYLVANIA 17101 JOHN R. ZO NARIGH~ ANNA MARIE SOSSONG JOHN B. ZONARICH GREGORY S. CHELAP SHELLY J. KUNKEL TODD F. TRUNTZ'F DAVID H. JUDY (717) 233-1000 TELEFAX (717)233-6740 WWW.S KAR LATO SZONARICH.COM STEELTON OFFICE MECHANICS SAVINGS E)UILDING, STE. 201 51 SOUTH FRONT STREET STEELTON PENNSYLVANIA 17113 (7171939-9358 MIDDLETOWN OFFICE (717)944-5109 ~~ ANGELO SKARLATOS (1 966 - 1 961 ) • BOARD CERTIFIED IN CIVIL TRIAL ADVOCACY } AL50 ADMITTED IN NEW JERSEY September 5, 2003 WRITER'S EMAIL: S)k@Sk2datosZOnanch.COm Shriners Hospitals for Children Post Office Box 31356 Tampa, FL 33631-3356 Dear Sir or Madam: Please recall that this office has been retained to represent the Estate of Kathryn Magaha Sollenberger, a/k/a Kathryn M. Sollenberger as outlined in my original correspondence to you dated November 13, 2002. 't'his office recently undertook the preparation and filing of inheritance tax returns and presently has drafted a First and Final Account to finalize the administration of Mrs. Sollenberger's estate. From the outset of this administration it was evident that Mrs. Sollenberger's estate did not contain sufficient assets to satisfy all of her testamentary bequests in full. To that end I have enclosed for your review a copy of the First and Final Account of the Co-Executors and a copy of the Petition filed with the Cumberland County Orphans' Court requesting distribution of Mrs. Sollenberger's estate in accordance with the proposed Account. As an estate beneficiary, it is your right to receive this information. Please note that the Schedule of Distribution attached as Exhibit A of the Account identifies a proposed distribution amount, consisting of both cash and income, to which you are entitled. In other words, each beneficiary will receive a cash distribution an(i an income distribution which totals are set forth on the Schedule. Additionally, as a result of our Inheritance Tax filing I anticipate that the estate will receive a potential inheritance tax refund of several thousand dollars. Upon acceptance and approval of our return and receipt of the refund the beneficiaries would be entitled to a proportionate interest of those funds as well. 1 do not expect resolution on this matter for approximately eight to ten weeks. 1~ Finally, please review the enclosed Audit Notice. It is your formal notification of the adjudication of this accounting. In the event that no objections aze filed to the accounting we. would anticipate estate distribution to occur upon receipt of the Judge's Order some time in late October or early November, 2003. I thank you for your patience during the administration of this estate and would be happy to discuss any questions or concerns you may have. ,1 ~' ; Shelly J. Kunkel SJK:sks Enclosures In the Orphans' Court Division of the Court of Common Pleas of Cumberland County COMMONWEALTH OF PENNSYLVANIA No. 21-02-0790 Estate of KATHRYN MAGAHA SOLLENBERGER, a/k/a KATHRYN M. SOLLENBERGER, Deceased AUDIT NOTICE I• ~• TO: Shriners Hospitals for Children Post Office Box 31356 Tampa, FL 33631-3356 Please be advised that the First and Final Account, Schedule of Proposed Distribution and Petition for Distribution of Pamela Ellen Petersheim and Robert H. Geisel, III, Co-Executors of the Estate of Kathryn Magaha Sollenberger, a/k/a Kathryn M. Sollenberger, Deceased, have been filed with the Clerk of the Orphans' Court Division of the Court of Common Pleas of Cumberland County and will be presented for audit, confirmation and distribution before George E. Hoffer, P.J., Court Room 3, Cumberland County Court House at 9:30 a.m. (prevailing time) on October 14, 2003. At the audit, the Clerk will present a Petition for Distribution asking that the Court approve the accounting of the Co-Executors and distribute the balance in accordance with the Proposed Schedule of Distribution. Attached is a copy of the Petition for Distribution, First and Final Account and Schedule of Proposed Distribution filed. It is not necessary that you or your counsel appear a~ the audit. However, if you have any objection to any items in the account or the proposed distribution, it is necessary that you file your objections in writing with the Clerk not later than 9:30 a.m. (prevailing time) on October 14, 2003. Otherwise, any objections will be deemed waived and the Co-Executors will request that the account and petition be approved as stated above. ,~ ~~ I ~ C%; Shelly J. Kunkel, Attorney for the Estate of Kathryn Magaha Sollenberger, a/k/a Kathryn M. Sollenberger, Deceased • ra ^ ~ o' ra ,, , •- 0 ra ~ Postage $ ~ Certified Fee ~ Postmark l7 Relum Reciept Fee F1ere ~ (Endorsement Required) ~ r d R~ 9/s ~°3 e , t , o ~. m 0 N Total Postage tr tees ~ y I ~~,~ ., „ r ~ - (~/[~ ~' ~~___~_~___ ~,3~t351o------------------------------------------- c'',; . ~ .tom lE'L, / - 3~~0 .. t - ---- - _ ..__ ___ ~• ^ CorrPlete ~~n§ 1, 2, and 3; Also complete iterFi 4 "rf Rest[icted Delivery is desired. , ^ Agent ^ Print yotu name and address on the reverse ^ Addressee so that We Can rettxn the card to you. B. Received by (Printed Name) G: Date of DeUvery ! ^ Attach tfus~t~i'd to the bacKof the mailpiece, ~ 2 ~~ or on the: fruit 'rf space permits. 1. Artlde Addressed to: D. Is delivery address drfierent from item 1? ^ Yes if YES, enter delivery address bebw: ^ Mo a~IP~~~ ~ / ~ ~`~~rt~G~~ ~i ll~C, ~/3S(o ... ~GL/1C~?Gt ; IeG. 3t31o3/- 33SG ~- ^ EMalt .,... d ^ lrtstt-ed ,rte ~ c.oai. ~~ 4. Restricted Delivery? (F_itOra Fee) _ ^ Yes 2. Amide Number _ _ _ _. - - , . ~,~,~,,,~,,,;~~ 70Q3 1Q1Q 0002 8159 0191 ~~ PS Form 381.1, August 2001 Domestic Retum Receipt tn2.KSS~o2-M-tsao- ~r ~~lf~~~ ~ ~1~~ I I~~P rITTORN EVS AT LAW 204 STATE STREET HARRISBURG, PENNSYLVANIA 17101 ~~ JOHN R. ZONARICH* ANNA MARIE SOSSONG JOHN B. ZONARICH GREGORY S. CHELAP SHELLY J. KUNKEL TODD F. TRUNTZ 'F DAVID H. JUDY ANGELO SKARLATOS (1 966 - 1981 ) ' BOARD CERTIFIED IN CIVIL TRIAL ADVOCACY '1 AL50 ADM ITTEO IN NEW JERSEY Bethesda Mission P. O. Box 3041 1500 North Second Street Harrisburg, PA 17105 Dear Sir or Madam: (717) 233-1000 TELEFA)C (717) 233-6740 W W W.SKAR LATOSZONAR ICH.COM September 5, 2003 ~iTEELTON OFFICE MECHANICS SAVINGS BUILDING, STE. 201 51 SOUTH FRONT STREET STEELTDN PENNSYLVANIA 17113 (717)939-9358 MIDOLETOWN OFFICE (717) 944-5109 WRITER'S EMAIL: $fI(eQSI(afIBtOSZOn8f1(~1.COfT1 Please recall that this office has been retained to represent the Estate of Kathryn Magaha Sollenberger, a/k/a Kathryn M. Sollenberger as outlined in my original correspondence to you dated November 13, 2002. This office recently undertook the preparation and filing of inheritance tax returns and presently has drafted a First and Final Account to finalize the administration of Mrs. Sollenberger's estate. From the outset of this administration it was evident that Mrs. Sollenberger's estate did not contain sufficient assets to satisfy all of her testamentary bequests in full. To that end I have enclosed for your review a copy of the First and Final Account of the Co-Executors and a copy of the Petition filed with the Cumberland County Orphans' Court requesting distribution of Mrs. Sollenberger's estate in accordance with the proposed Account. As an estate beneficiary, it is your right to receive this information. Please note that the Schedule of Distribution attached as Exhibit A of the Account identifies a proposed distribution amount, consisting of both cash and income, to which you are entitled. In other words, each beneficiary will receive a cash distribution and an income distribution which totals are set forth on the Schedule. Additionally, as a result of our Inheritance Tax filing I anticipate that the estate will receive a potential inheritance tax refund of several thousand dollars. Upon acceptance and approval of our return and receipt of'the refund the beneficiaries would be entitled to a proportionate interest of those funds as well. I do not expect resolution on this matter for approximately eight to ten weeks. ~~ Finally, please review the enclosed Audit Notice. It is your formal~otification of the adjudication of this accounting. In the event that no objections are filed to the accounting we would anticipate estate distribution to occur upon receipt of the Judge's Order some time in late October or early November, 2003. I thank you for your patience during the administration of this estate and would be happy to discuss any questions or concerns you may have. Sincerely, --\ 1~ Shelly J. Kunkel SJK:sks Enclosures J In the Orphans' Court Division of the Court of Common Pleas of Cumberland County COMMONWEALTH OF PENNSYLVANIA No. 21-02-0790 Estate of KATHRYN MAGAHA SOLLENBERGER, a/k/a KATHRYN M. SOLLENBERGER, Deceased 11 It AUDIT NOTICE TO: Bethesda Mission P. O. Box 3041 1500 North Second Street Harrisburg, PA 17105 Please be advised that the First and Final Account, Schedule of Proposed Distribution and Petition for Distribution of Pamela Ellen Petersheim and Robert H. Geisel, III, Co-Executors of the Estate of Kathryn Magaha Sollenberger, a/k/a Kathryn M. Sollenberger, Deceased, have been filed with the Clerk of the Orphans' Court Division of the Court of Common Pleas of Cumberland County and will be presented for audit, confirmation and distribution before George E. Hoffer, P.J., Court Room 3, Cumberland County Court House at 9:30 a.m. (prevailing time) on October 14, 2003. At the audit, the Clerk will present a Petition for Distribution asking that the Court approve the accounting of the Co-Executors and distribute the balance in accordance with the Proposed Schedule of Distribution. Attached is a copy of the Petition for Distribution, First and Final Account and Schedule of Proposed Distribution filed. It is not necessary that you or your counsel appear at the audit. However, if you have any objection to any items in the account or the proposed distribution, it is necessary that you file your objections in writing with the Clerk not later than 9:30 a.m. (prevailing time) on October 14, 2003. Otherwise, any objections will be deemed waived and the Co-Executors will request that the account and petition be approved as stated above. s--~ ~-~, , , - ~. - ~;;' w - _ _, Shelly J. Kunkel, Attorney for the Estate of Kathryn Magaha Sollenberger, a/k/a Kathryn M. Sollenberger, Deceased • ~• I• ~- - ^ ~ - - ~ .. . - -. p °' ~ Postage $ fU Certified Fee O p Return Reaept Fee p Postmark (Endorsemerrt Required) p Restricted Delivery Fee 9/ s/ ~ f%~ _ ~ (Endorsement Required) . p ~ Total Postage & Fees $ ' ` m O~~ ~J e p ~ 7~~~ :rr rr A sign. X ,. ^ Addre B. Rec y (Printed Name) C e d,Deli ~tw D. Is delivery address different from item 1? ^ Yes ff YF~, enter delivery address bebw: ^ No f ~r1`7 ~7~~ 3 ~~,~ertifiTed irtall ^ E~q~r~ess NAail ^ Registered l~ ctearn Receipt far Merchandise ', ^ Instued Mail ^ C.O.D. comple#e~ifems i , 2. and 3 Also complete item 4 't# wed Delivery is desired. ^ Print yrwr Warne and address on the reverse so that we can return the card to y«,. ^ Attach this card to the bads of the mailpiece, a on the front 'rf space permits. 4. Artkde Addressed tot eel_ __ ~J /.tea ~. ~~x.~ ,~• 2. Artlcle Number '`Form 3811, August 2001 V ~~ 4. Restricted Delivery? (Extra Feel ^ Yes 7003 1010 0002 8159 0214 Domestic Return Receipt tt~25s5-o2-M-tsao ~~ ATTORNEYS AT LAW 204 STATE STREET HARRISBURG, PENNSYLVANIA 17101 JOHN R. ZONARICH" ANNA MARIE SOSSONG JOHN B. ZO NARICH GREGORY 5. GHELAP SHELLY J• KUNKEL TooD F. TRUNTZ t DAVID H. JUDY (7 17) 233-1000 TELEFAX (717)233-6740 WWW.S KARLATOSZONARICH.COM ANG ELO SKAR LATOS (1966 - 1981 ) BOARD CERTIFIED IN CIVIL TRIAL ADVOCACY t AL50 ADMITTED IN NEW JERSEY John Sollenberger 23613 Northport Clinton Twp., MI 48036 Dear Mr. Sollenberger: September 5, 2003 STE ELTON OFFICE MECHANICS SAVINGS BUILDING, STE. 201 $ 1 SOUTH FRONT STREET STEELTDN PENNSYLVANIA 17113 (717) 939-93$8 M IUDLETOWN OFFICE (717) 944•$109 WRITER'S EMAIL: SJI((O~SI(8l1atOSZ0I18(N:YI.COR1 Please recall that this office has been retained to represent the Estate of Kathryn Magaha Sollenberger, a/k/a Kathryn M. Sollenberger as outlined in my original correspondence to you dated November 13, 2002. This office recently undertook the preparation and filing of inheritance tax returns and presently has drafted a First and Final Account to finalize the administration of Mrs. Sollenberger's estate. From the outset of this administration it was evident that Mrs. Sollenberger's estate did not contain sufficient assets to satisfy all of her testamentary bequests in full. To that end I have enclosed for your review a copy of the First and Final Account of the Co-Executors and a copy of the Petition filed with the Cumberland County Orphans' Court requesting distribution of Mrs. Sollenberger's estate in accordance with the proposed Account. As an estate beneficiary, it is your right to receive this information. Please note that the Schedule of Distribution attached as Exhibit A of the Account identifies a proposed distribution amount, consisting of both cash and income, to which you are entitled. In other words, each beneficiary will receive a cash distribution and an income distribution which totals are set forth on the Schedule. Additionally, as a result of our Inheritance Tax filing I anticipate that the estate will receive a potential inheritance tax refund of several thousand dollars. Upon acceptance and approval of our return and receipt of the refund the beneficiaries would be entitled to a proportionate interest of those funds as well. I do not expect resolution on this matter for approximately eight to ten weeks. Finally, please review the enclosed Audit Notice. It is your formal notification of the adjudication of this accounting. In the event that no objections are filed to the accounting we would anticipate estate distribution to occur upon receipt of the Judge's Order some time in late October or early November, 2003. I thank you for your patience during the administration of this estate and would be happy to discuss any questions or concerns you may have. ' cere o Shelly J. Kunkel SJK:sks Enclosures .. In the Orphans' Court Division of the Court of Common Pleas of Cumberland County COMMONWEALTH OF PENNSYLVANIA No. 21-02-0790 Estate of KATHRYN MAGAHA SOLLENBERGER, a/k/a KATHRYN M. SOLLENBERGER, Deceased AUDIT NOTICE I• I• TO: John Sollenberger 23613 Northport Clinton Twp., MI 48036 Please be advised that the First and Final Account, Schedule of Proposed Distribution and Petition for Distribution of Pamela Ellen Petersheim and Robert H. Geisel, III, Co-Executors of the Estate of Kathryn Magaha Sollenberger, a/k/a Kathryn M. Sollenberger, Deceased, have been filed with the Clerk of the Orphans' Court Division of the Court of Common Pleas of Cumberland County and will be presented for audit, confirmation and distribution before George E. Hoffer, P.J., Court Room 3, Cumberland County Court House at 9:30 a.m. (prevailing time) on October 14, 2003. At the audit, the Clerk will present a Petition for Distribution asking that the Court approve the accounting of the Co-Executors and distribute the balance in accordance with the Proposed Schedule of Distribution. Attached is a copy of the Petition for Distribution, First and Final Account and Schedule of Proposed Distribution filed. It is not necessary that you or your counsel appear at the audit. However, if you have any objection to any items in the account or the proposed distribution, it is necessary that you file your objections in writing with the Clerk not later than 9:30 a.m. (prevailing time) on October 14, 2003. Otherwise, any objections will be deemed waived and the Co-Executors will request that the account and petition be approved as stated above. ~ ,I ~ \\\ ~/'' Shelly J. Kunkel, Attorney for the Estate of Kathryn Magaha Sollenberger, a/k/a Kathryn M. Sollenberger, Deceased • `` ^ Paint-yoar r`i so tf tat we' ~ Attachnfi or octi'the °~` y z AWde s ~- _ A '~ ','~ "~/ y r ~c.~c.~ 2. Article FJtxr>~ (Transfer from servi l PS Form , p ,~ .. p ~ . ra ~o Postage ~ certified Fee p p Retum Redept Fee p (Endorsement Required) p Restricted Delivery Fee ~ (EndorsementRequked) p '~ Total e & Fees m p SeM o p Postmark Here q/~~~ n-ita,enteftleliveryaddressbebw; tJo ~~~~ b~~~ 31v 3. Type...- Certified Mail ^ Express Mall ^ Registered Fiettxn Receipt for Merchandise ^ Ihsured Matz ^ .O.D. 703 1010 0002 8159 016C to2sss-tie-r~i-tsaa~ ~~ JOHN R. ZON ARICH' ANNA MARIE SOSSONG JOHN B. ZONARICH GREGORY S. CHELAP SHELLY J. KUNKEL TODD F. TRUNTZ Y DAVID H. JUDY ANGELO SKARLATOS (1966 - 1981 ) BOARD CERTt FIED IN CIVIL TRIAL ADVOCACY t AL50 ADMITTED IN NEW JERSEY Sandra Green 2 Robin Hill, Brickhill, Bedford Beds MK41 7QP Dear Ms. Green: ~~D6 & ~I~EI II P ATTORNEYS AT LAW 204 STATE STREET HARRISBURG, PENNSYLVANIA 17101 (717)233-1000 TELEFAX (717)233-6740 WWW.S KAR LATOSZO NARICH.COM STEELTON M EG HANIGS $AVINGS BUILDING. STE. S I SOUTH FRONT STREE $TEELTON PENNSYLVANIA 17113 (7 i7) 939-9358 M IDDLETOWN OFFICE 1717) 944-5109 September 5, 2003 WRITER'S EMAIL: S)I(@SI(8fI210S20f18fICI1.COf11 Please recall that this office has been retained to represent the Estate of Kathryn Magaha Sollenberger, a/k/a Kathryn M. Sollenberger as outlined in my original correspondence to you dated November 13, 2002. This office recently undertook the preparation and filing of inheritance tax returns and presently has drafted a First and Final Account to finalize the administration of Mrs. Sollenberger's estate. From the outset of this administration it was evident that Mrs. Sollenberger's estate did not contain sufficient assets to satisfy all of her testamentary bequests in full. To that end I have enclosed for your review a copy of the First and Final Account of the Co-Executors and a copy of the Petition filed with the Cumberland County Orphans' Court requesting distribution of Mrs. Sollenberger's estate in accordance with the proposed Account. As an estate beneficiary, it is your right to receive this information. Please note that the Schedule of Distribution attached as Exhibit A of the Account identifies a proposed distribution amount, consisting of both cash and income, to which you are entitled. In other words, each beneficiary will receive a cash distribution and an income distribution which totals are set forth on the Schedule. ~~ Additionally, as a result of our Inheritance Tax filing I anticipate that the estate will receive a potential inheritance tax refund of several thousand dollars. Upon acceptance and approval of our return and receipt of the refund the beneficiaries would be entitled to a proportionate interest of those funds as well. I do not expect resolution on this matter for approximately eight to ten weeks. Finally, please review the enclosed Audit Notice. It is your formal notification of the adjudication of this accounting. In the event that no objections are filed to the accounting we would anticipate estate distribution to occur upon receipt of the Judge's Order some time in late October or early November, 2003. I thank you for your patience during the administration of this estate and would be happy to discuss any questions or concerns you may have. Sincerely, ~~~nC~~ -l ~~, Shelly J. Kunkel SJK:sks Enclosures C In the Orphans' Court Division of the Court of Common Pleas of Cumberland County COMMONWEALTH OF PENNSYLVANIA No. 21-02-0790 Estate of KATHRYN MAGAHA SOLLENBERGER, a/k/a KATHRYN M. SOLLENBERGER, Deceased ~• 1• AUDIT NOTICE TO: Sandra Green 2 Robin Hill, Brickhill, Bedford Beds. MK41 7QP e Please be advised that the First and Final Account, Schedule of Proposed Distribution and Petition for Distribution of Pamela Ellen Petersheim and Robert H. Geisel, III, Co-Executors of the Estate of Kathryn Magaha Sollenberger, a/k/a Kathryn M. Sollenberger, Deceased, have been filed with the Clerk of the Orphans' Court Division of the Court of Common Pleas of Cumberland County and will be presented for audit, confirmation and distribution before George E. Hoffer, P.J., Court Room 3, Cumberland County Court House at 9:30 a.m. (prevailing time) on October 14, 2003. At the audit, the Clerk will present a Petition for Distribution asking that the Court approve the accounting of the Co-Executors and distribute the balance in accordance with the Proposed Schedule of Distribution. Attached is a copy of the Petition for Distribution, First and Final Account and Schedule of Proposed Distribution filed. It is not necessary that you or your counsel appear of the audit. However, if you have any objection to any items in the account or the proposed distribution, it is necessary that you file your objections in writing with the Clerk not later than 9:30 a.m. (prevailing time) on October 14, 2003. Otherwise, any objections will be deemed waived and the Co-Executors will request that the account and petition be approved as stated above. ~~~~~ _, Shelly J. Kunkel, Attorney for the Estate of Kathryn Magaha Sollenberger, a/k/a Kathryn M. Sollenberger, Deceased • ~~ • ;. S HARRISBURG. Pennsylvania F 171089998 09/10/2003 (717)238-2202 03:33:19 PM a es ece~pt Product Sale Unit F1na1 Description Qty Price Price Great Britain and $7.55 Northern Ireland - Letter-Post -Air Return Receipt $1.75 Registered $7.50 Insured Value 0.00 Article Value 0,00 Label Serial #: RB029581655US Issue FVI: $16 80 Total: $16.80 Paid by: Cash $2G.00 Change Due: -$3.20 Bill#: 1000600854920 Clark: 10 Refunds only per DMM P014 Thank you for your business Customer Copy u7 t/i~:i~l~l~~ c17 o '• • 0 a ~ postage S ~ 0 Certified Fee O o , -~ Retu^ m ~Reciept Fee ~ oe..,.~, O Restricted Delivery Fee ~ (ErMorsement Required) ~ Total Postage & F m ~ To O _ N i_ -Registered No. ~Si Sdeg. Fee $ eo n~ Handling $ c ~ Charge v• ° Postage $ m° a T F m Received b f C ~ Customer Must Declare Full V al u e $ 'pm a i ~ V~ ' ~~ C ~ J ~ Y ~ r' Sr 7 U .tea au Q ~ ~ pnm LL ~ p y O C el + a ~ ~ ao En n ~ Uy~ m ~ • _ t- W o cr1 AL'U Retum $ Receipt Restricted $. With Postal Insurance Without Postal Insurance Postrnark Here /~~ N l 11115 ` ~~~ .., , ,`. , O ~, 1 .; ;\Q~C+ ,~~~pto 525,(100 tii hrchWeil in the tee. International Indemnity is Ilmited. (Sec Reverse). Q ~ F/ / ~ ~ Ps Form 3806, Receipt for Registered Mail Copy i -Customer June 2002 (See Information on Reverse) For delivery information, visit our website at www.usps.com ~~ r-~ u ~• ~~06 ~ ~I~~~~ I IJfIP ATTORNEYS AT LAW 204 STATE STREET HARRISBURG, PENNSYLVANIA 17101 JOHN R. ZO NARIGH* ANNA MARIE SOSSONG JOHN B. ZONARICH GREGORY S. CHELAP SHELLY J. KUNKEL TODD F. TRUNTZ Y DAVID H. JUDY (7I7) 233-1000 TELEFAx (717) 233-6740 WWW.SKARLATOSZONARICH.COM ANGELO SKARLATOS l 1966 - 1981 ) * $OARD CERTIFIED IN CIVIL TRIAL ADVOGAGY } ALSO ADMITTED IN NEW JERSEY September 5, 2003 Office of Attorney General 14~' Floor -Strawberry Square- C T & O Department Harrisburg, PA 17120 RE: Estate of Kathryn Magaha Sollenberger, a/k/a Kathryn M. Sollenberger Cumberland County Orphans' Court Division Estate No. 21-02-0790 Dear Sir or Madam: >. STEE LTON OFFICE MECHANICS SAVINGS BUILDING, STE. 201 51 $OU'(H FRONT STREET STEELTON PENNSYLVANIA 17113 (717) 939-9350 MIDDI_ETOWN OFFICE (7 171 944-5 109 WRITER'S EMAIL: SfI(~SI(81'I210SZ0(IafICI1.COff1 Enclosed please find the following relating to the above-referenced estate: (1) Notice to Attorney General Pursuant to Pennsylvania Orphans' Court Rule 5.5. (2) Copy of Decedent's Will and Codicil. ~• (3) Copy of Petition. (4) Copy of First and Final Account. When reviewing our files for your mailing address it became apparent that we only had a draft version of the 5.5 Notice. I apologize for any inconvenience this may have caused. Thank you for your review and input of the above materials. I look forward to speaking with you regarding any questions or concerns you may have with this estate. Sincerely, oooG°p~~ ~o Shelly J. Kunkel SJK:sks Enclosures ~~ In the Orphans' Court Division of the Court of Common Pleas of Cumberland County COMMONWEALTH OF PENNSYLVANIA No. 21-02-0790 Estate of KATHRYN MAGAHA SOLLENBERGER, a/k/a KATHRYN M. SOLLENBERGER, Deceased I• ~~ AUDIT NOTICE TO: Office of Attorney General 14~` Floor -Strawberry Square C T & O Department Harrisburg, PA 17120 Please be advised that the First and Final Account, Schedule of Proposed Distribution and Petition for Distribution of Pamela Ellen Petersheim and Robert H. Geisel, III, Co-Executors of the Estate of Kathryn Magaha Sollenberger, a/k/a Kathryn M. Sollenberger, Deceased, have been filed with the Clerk of the Orphans' Court Division of the Court of Common Pleas of Cumberland County and will be presented for audit, confirmation and distribution before George E. Hoffer, P.J., Court Room 3, Cumberland County Court House at 9:30 a.m. (prevailing time) on October 14, 2003. At the audit, the Clerk will present a Petition for Distribution asking that the Court approve the accounting of the Co-Executors and distribute the balance in accordance with the Proposed Schedule of Distribution. Attached is a copy of the Petition for Distribution, First and Final Account and Schedule of Proposed Distribution filed. It is not necessary that you or your counsel appear at the audit. However, if you have any objection to any items in the account or the proposed distribution, it is necessary that you file your objections in writing with the Clerk not later than 9:30 a.m. (prevailing time) on October 14, 2003. Otherwise, any objections will be deemed waived and the Co-Executors will request that the account and petition be approved as stated above. n ~, ~~ _, Shelly J. Kunkel, Attorney for the Estate of Kathryn Magaha Sollenberger, a/k/a Kathryn M. Sollenberger, Deceased • •~~~ ~• 1~ ~~ .- ESTATE OF KATHRYN MAGAHA IN THE COURT OF COMMON PLEAS SOLLENBERGER, a/k/a KATHRYN DAUPHIN COUNTY, PENNSYLVANIA M.SOLLENBERGER, Deceased ORPHANS' COURT DNISION ESTATE N0.21 02-0790 NOTICE TO ATTORNEY GENERAI, (~~, P ORPHANSTCOURT RULE 5 5 A v~ ~) 1. Notice is hereby given to the Attorney General pursuant to Pennsylvania Orphans' Court Rule 5.5 with regard to the probating of the Estate of Kathryn Magaha Sollenberger, a/k/a Kathryn M. Sollenberger, as follows: 2. Name of Decedent: Kathryn Magaha Sollenberger, a/k/a Kathryn M. Sollenberger Date of death: August 26, 2002 Decedent died testate - a copy of the Will and Codicil is attached. 3. Charitable beneficiaries of the Estate are as follows: A. Christ Evangelical Lutheran Church 124 South 13"' Street Harrisburg, PA 17104 B. The Salvation Army c/o Richard D. Allen 440 West Nyack Road _ West Nyack, NY 10994-1739 C. Bethesda Mission P. O. Box 3041 1500 North Second Street Harrisburg, PA 17105 D. Shriners Hospitals for Children Post Office Box 31356 Tampa, FL 33631-3356 E. Masonic Homes of the Grand Lodge of Pennsylvania One Masonic Drive Elizabethtown, PA 17022-2199 4. Names, addresses and telephone numbers of personal representatives appointed: ti ~~ 5. 6. A. Robert H. Geisel, III 2229 Highland Circle Harrisburg, PA 17110 (717)545-8281 B. Pamela E. Petersheim 410 Orange Street Wrightsville, PA 17368 (717)252-0402 Name, address and telephone number of counsel for the Estate: Shelly J. Kunkel, Esquire SKARLATOS & ZONARICH LLP 204 State Street Harrisburg, PA 17101 (717)233-1000 Currently the First and Final Account and Petition for Distribution are pending before the Court. 7. Additional information may be obtained from the undersigned. ~• Date: September 5, 2003 Shelly J. Kunkel, Esquire Attorney I.D. No. 78004 SKARLATOS & ZONARICH LLP ~ 204 State Street Harrisburg, PA 17101 (717)233-1000 ^• .~ ~ ~ ~ ~, , - ru p -. ~' _ a $ 4] Postage fU Certified Fee p Postmark p Retum ReGept.Fee Here p (Endorsement Requued) „ / .~. ~~ .~ I~ • p Restricted Delivery Fee %/v / " v ~ (Endorsement Required) p r~ _ Total Postage 8 Fees pp ~O C ,,~~ p, ~~ ~~ i7~ - --_"_ -- _ __ w' ~ " _' `1; 2 anti 3. Also complete A. item 4 ' . ecl L~Ijyery IS desraCl. ^ Pnnt ~, name and ads on Otte reverse so,tt)a`t w~ eari return th~card to Y~• B. Received by ( C. Dat i Delivery ;-. ^ Attach.ttt~ r,.jrc} to ttte back of the mailpiece, GP or oh tfiaiio+it rf space permits. D. Is deliviery 1? ^ Yes s ~ ,. t« It.~s, ertl o < _ > (n• : P /~JC-+G-~ ~G~~~ f'f~7 ~~`LL/ tt~ 3• T ..Mail ~~ ^ Express Mail ' Rettun Receipt for Merchandise D Insured Mail C.O.D. ~~`~"'`ol 4. Restricted Deliver)R (Extra Fee) ^ Yes __ _ 2' ~~""~'~` 7003 _ _ __ 1010 0002 8 159 0221 (Transfer from service - t ~ ; . PS Form 8~ {h , ~1u~ust 2p01 ~ [~©mestic R~turrt Fieaeipt ~ , ,o2sss-o2-na-,5ao ~, ~~ COMMONWEALTH OF PENNSYLVANIA OFFICE OF ATTORNEY GENERAL September 17, 2003 1 • MIKE FISHER ATTORNEY GENERAL Charitable Trusts and Organizations Section 14th Flr., Strawberry Square Harrisburg, PA 17120 Telephone: (717) 787-1317 Facsimile: (717) 787-1190 Shelly ). Kunkel, Esquire SKARLATOS & ZONARICH LLP 204 State Street Harrisburg, PA 17101 Re: Estate of Kathryn M Sollenberger/ Estate No. 21-02-0790 Dear Ms. Kunkel: This will acknowledge receipt of your notice pursuant to Supreme Court Orphans' Court Rule 5.5 regarding the above-captioned matter. I have reviewed the First and Final Accounf of Pamela Ellen Petersheim and Robert H. Geisel, Ill, Co-Executors, of the Estate of Kafhryn Magaha Sollenberger, a/k/a Kathryn M. Sollenberger, Deceased, and have no objection. At your earliest convenience, kindly forward an executed copy of the decree. ~ Please be advised that the above review was made pursuant to the ap rens ap triae function of this office and, has no bearing on any matter unrelated thereto. Very truly yours, ohn L. Downing Deputy Attorney General LD/srh f ~ IN THE MATTER OF IN THE COURT OF COMMON PLEAS THE ESTATE OF CUMBERLAND COUNTY, PENNSYLVANIA KATHRYN MAGAHA SOLLEN- ; ORPHANS' COURT DIVISION BERGER, a/k/a KATHRYN M. SOLLENBERGER, Deceased ESTATE N0.21-02-0790 DECREE AND NOW, this ~ day o • 2003, on consideration of the; petition of Pamela Ellen Petersheim and Robert H. Geisel, III, the following is hereby ORDERED and DECREED that: (1) The requirement in Item Third of Decedent's Will to purchase real estate in trust for Robert H. Geisel be set aside, and outright distribution of the funds established from the sale of Decedent's residence totaling $102,074.32 be made. (2) The additional direction contained in Item Third of Decedent's Will to distribute $30,000 in trust for Robert H. Geisel be set aside, and, in view of the attached Consent of Mr. Geisel's issue, outright distribution of $30,000 be made to Robert H. Geisel. (3) The specific bequests directed in Item Third of Decedent's Will be satisfied first; thereafter, all general cash bequests set forth in Item Fourth of Decedent's Will shall be reduced and shared by the beneficiaries on a pro-rata basis in accordance with the terms of Item Fourth of the Will. By the Court: IN THE MATTER OF THE ESTATE OF KATHRYN MAGAHA SOLLEN- : BERGER, a/k/a KATHRYN M. SOLLENBERGER, Deceased IN THE COURT OF COMMON PLEAS CUMBERLAND COUNTY, PENNSYLVANIA ORPHANS' COURT DIVISION ESTATE N0.21-02-0790 PETITION TO INTERPRET WILL PROVISIONS AND REFORM TESTAMENTARY TRUST INVESTMENT AND ADMINISTRATIVE RESTRICTIONS IN ACCORDANCE WITH 20 PA C.S.A. &~ 711(a), 711(b), 7202 (b) AND NOW come Pamela Ellen Petersheim and Robert H. Geisel, III, Co-Executors of the Estate of Kathryn Magaha Sollenberger, by and through their counsel, Skarlatos & Zonarich LLP, to petition this Honorable Court to interpret provisions of the decedent's Last Will and Testament and to reform the testamentary trust investment and administrative restrictions, and in support thereof, represent the following: Kathryn Magaha Sollenberger died on August 26, 2002, a resident of Camp Hill Borough, Cumberland County, Pennsylvania, leaving a Will dated May 27, 1994, anal a Codicil dated February 24, 1997 which were duly probated in the Office of the Register of Wills of Cumberland County on August 30, 2002, copies of which are attached hereto as Exhibits "1"and " 2", respectively. 2. Pamela Ellen Petersheim and Robert H. Geisel, III were appointed Cc--Executors by said Codicil to the Last Will and Testament of the Decedent, and on August 30, 2002, received Letters Testamentary from the Office of the Register of Wills of Cumberland County. A copy of the Letters Testamentary are attached hereto as Exhibit " 3". 3. An inventory of the estate of the Decedent is being filed herewith acid attached hereto as Exhibit "4". r 4. The estate of the Decedent is subject to the payment of Pennsylvania Inheritance Tax. 5. An account of the estate of the Decedent has been filed contemporaneously. COUNTI Petition to Reform Testamentary Trust Provisions 6. Paragraphs 1-5 are hereby incorporated as if fully set forth herein. 7. The Trust arises under Item Third of the Decedent's Will, which provides, in part, as follows: "I hereby give, devise, and bequeath to my nephew, ROBERT H. GEISEL, the proceeds from the sale of my residence, to be held IN TRUST by his son, ROBERT GEISEL III, for the following purpose. These funds are to be used by Robert H. GEISEL for the purchase of a residence for his own use, such funds to be released by ROBERT GEISEL III for this purpose, in accordance with usual and customary real estate practice. The residence which ROBERT H. GEISEL purchases is to be of a value consistent with the proceeds of the sale of my residence and this bequest is to be used so that ROBERT H. GEISEL will have a mortgage-free residence. Any funds remaining following the purchase of such residence shall be added to the funding set foth below to defray operating expenses of the residence. In the event that ROBERT H GEISEL should predecease me or die before the purchase of a residence, these funds shall be distributed to his issue, per stirpes." 8. The names of all persons or entities having any interest in the Trust fund are as follows: Names Relationship to Interest Of Age (Yes or No) Decedent ROBERT H. GEISEL Nephew Life interest Yes ROBERT GEISEL III Grand-Nephew 33.33% Contingent Trust Yes Remainderman DONALD GEISEL Grand-Nephew 33.33% Contingent Trust Yes Remaindennan AVIS PULASKI Grand-Niece 33.33% Contingent Trust Yes Remainderman 9. The decedent sold her home prior to her death for $83,000.00 on September 23, 1998. A copy of the HUD-1 settlement sheet is attached hereto as Exhibit "5." 10. The decedent, by her Powers of Attorney, Pamela Ellen Petersheim and Robert H. Geisel, Jr., purchased a Waypoint Bank Certificate of Deposit # 1000008921 in the amount of $83,000.00, to segregate the house sale proceeds. 11. At the time of the decedent's death, Waypoint Bank Certificate of Deposit # 1000008921 had increased in value to $102,074.32. 12. Robert H. Geisel, lifetime beneficiary of the trust, is currently 78 years of age, does not wish to purchase a home, and expects to require nursing home care in the near future. 13. Adherence to Item Third of the Decedent's Will is unduly restrictive, as such restriction by the Trustee would compel Mr. Geisel to purchase real estate at a time and age when he anticipates the need for nursing home residency. 14. Petitioners propose that the Trustee be released from the unduly restrictive requirement of purchasing a home for Robert H. Geisel, and be permitted to make outright distribution of a $102,074.32 specific bequest to Robert H. Geisel. 15. Robert H. Geisel, Robert Geisel III, Donald Geisel, and Avis Pulaski, the parties- in-interest of the Trust created under Item Third of the Will of the Decedent, concur with the outright distribution of the trust funds to Robert H. Geisel and join in the prayer hereof. A copy of the Certificate of Consent is attached hereto as Exhibit "6". WHEREFORE, the Petitioners, Robert Geisel III and Pamela Ellen Petersheim, Co- Executors of the Estate of Kathryn Magaha Sollenberger a/k/a Kathryn M. Sollenberger, respectfully request that an order be entered setting aside the requirement to purchase; real estate { t and permitting outright distribution by the Trustee of the funds established from the sale of the Decedent's residence to Robert H. Geisel. COUNT II Petition to Interpret Item Third of Decedent's Will 16. Paragraphs 1-15 are hereby incorporated as if fully set forth herein 17. Item Third of Decedent's Will also provides in part, as follows: "I further give and bequeath the sum of THIRTY THOUSAND DOLLARS ($30,000) to ROBERT H. GEISEL, to be held in further trust by ROBERT GEISEL III for the upkeep, maintenance, repairs, taxes and utility costs of the home for ROBERT H. GEISEL. To this sum shall be added any remaining funds from the sale of my residence as set forth in the paragraph directly above. In the event that ROBERT H. Geisel (sic) should predecease me or die before these funds are fully expended, then and in such event these funds shall be distributed to his issue, per stirpes." 18. Paragraphs 7-15 set forth the requirement of Decedent's Will to purchase real estate on behalf of Robert H. Geisel. 19. The specific bequest of an additional $30,000 to Robert H. Geisel demonstrates an intent on the part of the Testatrix to provide for the residential security, welfare and well being of her nephew. 20. The Co-Executor's outright distribution of these funds to Robert H. Geisel will continue to ensure his ability to maintain residency either privately or in a nursing facility. 21. The provision under Item Third for the addition of any excess funds from the purchase of real estate to the specific bequest of $30,000.00 indicates the additional intent on the part of the Testatrix to secure the welfare of Robert H. Geisel, her nephew and closest living relative. r 22. The issue of Robert H. Geisel are Robert Geisel III, Donald Geisel, and Avis Pulaski. 23. Robert Geisel III, Donald Geisel, and Avis Pulaski are contingent beneficiaries of the specific $30,000 bequest, and as such, concur with the outright distribution of this bequest to Robert H. Geisel and join in the prayer hereof. A copy of the Certificate of Consent is attached hereto as Exhibit "6". WHEREFORE, the Petitioners, Robert Geisel III and Pamela Ellen Petersheim, Co- Executors of the Estate of Kathryn Magaha Sollenberger a/k/a Kathryn M. Sollenberger, respectfully request that an order be entered permitting outright distribution by the Trustee of the $30,000.00 specific bequest to Robert H. Geisel. COUNT III Petition to Interpret Item Fourth of Decedent's Will 24. Paragraphs 1-23 are hereby incorporated as if fully set forth herein. 25. Item Fourth of Decedent's will provides for seventeen (17) general cash bequests as follows: a. "To DEBORAH ROBINSON, my great niece, of Columbus, Ohio, he sum of THIRTY THOUSAND DOLLARS ($30,000), her issue, per stirpes. b. To SANDRA GREEN, my great niece, currently residing in England, the sum of TWENTY THOUSAND DOLLARS ($20,000), her issue, per stirpes. c. To CATHY RICHART, my great niece, the sum of TWENTY THOUSAND DOLLARS ($20,000), her issue per stirpes. d. Omitted by codicil. e. To my nephew WAYNE SHORT the sum of FNE THOUSAND DOLLARS ($5,000), his issue, per stirpes. f. To my nephew KEN SHORT the sum of TWO THOUSAND DOLLARS ($2,000), his issue, per stirpes. g. To my friend KELLY BURTNETT of New Cumberland, Peruisylvania, the sum of FNE THOUSAND DOLLARS ($5,000), her issue per• stirpes. h. To MELVIN PEFFER the sum of TEN THOUSAND DOLLARS ($10,000), his issue per stirpes. i. To CHRIST LUTHERAN CHURCH, 13th Street, Harrisburg, Pennsylvania, the sum of TWENTY THOUSAND DOLLARS ($20,000) on the condition that it is still in service at the same location. Should it no longer exist as Christ Lutheran Church or should it no longer be in service at the same location, then this bequest shall fail, and the proceeds shall be added to the residuary of my estate. j. To the SALVATION ARMY of Harrisburg, Pennsylvania, the sum of FIVE THOUSAND DOLLARS ($5,000). k. To BETHESDA MISSION of Harrisburg, Pennsylvania, the sum of FIVE THOUSAND DOLLARS ($5,000). 1. To the ZEMBO MOSQUE of Harrisburg for use by the SHRINER'S CRIPPLED CHILDREN'S HOSPITAL, the sum of TWENTY THOUSAND DOLLARS ($20,000). m. To the MASONIC HOME, Elizabethtown, Pennsylvania, the sum of TEN THOUSAND DOLLARS ($10,000). n. To ROBERT GEISEL III the sum of TEN THOUSAND DOLLARS ($10,000), his issue per stirpes. o. To DONALD GEISEL the sum of FNE THOUSAND DOLARS ($5,000), his issue per stirpes. p. To AVIS PULASKI the sum of FNE THOUSAND DOLLARS ($5,000), her issue per stirpes. q. To JOHN SOLLENBERGER, my late husband's nephew, the sum of THE THOUSAND DOLLARS ($10,000), his issue per stirpes." 26. Item Fourth of Decedent's will additionally provides: "In the event there are insufficient funds to cover these bequests as set forth in this SECTION THREE (sic), then those funds which are available shall be shared on a pro-rata basis." 26. The Decedent's estate does not contain sufficient funds to satisfy the general cash bequests in their entirety. 27. The provision in Item Fourth of Decedent's Will setting forth pro-rata distribution of bequests in the event of insufficient funds was intended to address the general cash bequests contained therein, and not to the specific bequests made in Section Third of Decedent's Will. e . 28. The order of abatement set forth at 20 PA C.S.A. §3541 (3) and (4) establishes that general bequests of cash shall abate before property specifically devised or bequeathed to or for the benefit of other distributees. WHEREFORE, the Petitioners, Pamela Ellen Petersheim and Robert Geisel III, Co- Executors of the Estate of Kathryn Magaha Sollenberger a!k/a Kathryn M. Sollenberger, respectfully request that an order be entered permitting pro-rata distribution of estate funds, after satisfaction of the specific bequests set forth in Item Third of Decedent's will, to the general legatees enumerated in Item Fourth of Decedent's will. Respectfully Submitted, Dated: ~'~7' 0..3 by: Shelly J. Kunkel, Esquire Identification No. 64485 John R. Zonarich, Esquire Identification No. 19632 SIE~~]fII.,A'1['®S ~ ~®I~~~II u.~.o-3 204 State Street Harrisburg, Pennsylvania 17101 (717) 233-1000 Telephone (717) 233-6740 Facsimile Attorneys for Petitioners Pamela Ellen Petersheim and Robert H. Geisel, III, Co-Executors of the Estate of Kathryn Magaha Sollen- berger a/k/a Kathryn M. Sollenberger VERIFICATION We, Pamela Ellen Petersheim and Robert H. Geisel III, hereby certify that the facts set forth in the following Petition are based upon information which we have furnished to counsel, as well as upon information which has been gathered by counsel and/or others acting on our behalf in this matter. The language in the Petition is that of counsel and not our own. We have read the Petition, and to the extent it is based upon information that we have given to counsel, it is true and correct to the best of our knowledge, information and belief. To the extent that the content of the Petition is that of counsel, we have relied upon counsel in making this Verification. We hereby acknowledge that the facts set forth in the aforesaid Petition are made subject to the penalties of 18 Pa.C.S.A. X4904 relating to unsworn falsification to authorities. Dated: ~ '~ 7 D ~~ ./ Pamela Ellen Petersheim, as Co- Executor of the Estate of Kathryn Magaha Sollenberger afk/a Kathryn M. Sollenberger ~~ Robert H. Geise ,III, as Co-Executor of the Estate of Kathryn M:agaha Sollenberger a/k/a Kathryn M. Sollenberger OF KATHRYN HAGAHA SOLLENBERGER 21-2002-790 I, KATHRYN MAGAHA SOLLENBERGER. being of sound and disposing mind, memory and understanding, do hereby declare this to be my Last Will and Testament, hereby revoking all other wills and codicils which I have previously made. FIRST: I direct the payment of my debts and the expenses of my last illness and funeral from my estate as soon after my death as conveniently may be done. I direct that any and all Inheritance, Estate and Transfer Taxes imposed upon my estate passing under my Will shall be paid out of the principal of my residuary estate. It shall not be necessary to file any claims for debts, taxes, or administration expenses nor to have them allowed by any court. SECOND: I hereby give and bequeath my tangible personal property, as set forth in ir.str»c-.:.,:,.. w:: ..oi? I shall designated therein. If I I direct that my clothing that all other personal p and the proceeds added to a separate, unsigned letter of place with my Will. to persons have not left a letter of instruction, be donated to the Salvation Army and roperty be sold, NOT by public auction, the estate. LAST WILL AND TESTAMENT OF KATHRYN HAGAHA SOLLENBERGER THIRD: I hereby give, devise, and bequeath to my nephew, ROBERT H. GEISEL, the proceeds from the sale of my residence, to be held IN TRUST by his son, ROBERT GEISEL III, for the following purpose. These funds are to be used by ROBERT H. GEISEL for the purchase of a residence for his own use, such funds to be released by ROBERT GEISEL III for this purpose, in accordance with usual and customary real estate practice. The residence which ROBERT H. GEISEL purchases is to be of a value consistent with the proceeds of the sale of my residence and this bequest is to be used so that ROBERT H. GEISEL will have a mortgage-free residence. Any funds remaining following the purchase of such residence shall be added to the funding set forth below to defray operating expenses of the residence. In the event that ROBERT H~ GEISEL should predecease me or die before the purchase of a residence, these funds shall be distributed to his issue, per stirpes. I further give and bequeath the sum of THIRTY THOUSAND ~+OLL~.F: ~$;3~,,00~,.0r3) to 1kOfiERT H. GEISEL, to be heir: it; furtYie~~ trust by ROBERT GEISEL III for the upkeep. maintenance, repairs, taxes and utility costs of the home for ROBERT H. GEISEL. To this sum shall be added any remaining funds from the sale of my - 2 - LAST WILL AND TESTAMENT OF KATHRYN HAGAHA SOLLENBERGER residence as set forth in the paragraph directly above. In the event that ROBERT H. Geisel should predecease me or die before these funds are fully expended, then and in such event these funds shall be distributed to his issue, per stirpes. FOURTH: I hereby give and bequeath the following amounts to the persons set forth below: a. To DEBORAH ROBINSON, my great niece, of Columbus, Ohio, the sum of THIRTY THOUSAND DOLLARS ($30,000.00), her issue per stirpes. b. To SANDRA GREEN, my great niece, currently residing in England, the sum of TWENTY THOUSAND DOLLARS ($20,000.00}, her issue per stirpes. c. To CATHY RICHART, my great niece, the sum of TWENTY THOUSAND DOLLARS ($20,000.00), her issue per stirpes, d. To DWIGHT and JANET ASHBY, of the Harrisburg, Pennsylvania area, the sum of TWENTY THOUSAND DOLLARS ($20,000.00), their issue per stirpes. e. To my nephew WAYNE SHORT the sum of FIVE THOUSAND DOLLARS ($5,000.00), his issue per stirpes. f. To my nephew KEN SHORT the sum of TWO THOUSAND DOLLARS ($2,000.00}, his issue per stirpes. g. To my friend KELLY BURTNETT of New Cumberland, Pennsylvania, the sum of FIVE THOUSAND DOLLARS ($5,000.00}, her issue per stirpes. h. To MELVIN PEFFER the sum of TEN THOUSAND DOLLARS ($10,000.00), his issue per stirpes. - 3 - LAST WILL AND TESTAMENT OF KATHRYN MAGAHA SOLLENBERGER i. To CHRIST LUTHERAN CHURCH, 13TH Street, Harrisburg, Pennsylvania, the sum of TWENTY THOUSAND DOLLARS ($20,000.00) on the condition that it is still in service at the same location. Should it no longer exist as Christ Lutheran Church or should it no longer be in service at the same location, then this bequest shall fail, and the proceeds shall be added to the residuary of my estate. j. To the SALVATION ARMY of Harrisburg, Pennsylvania, the sum of FIVE THOUSAND DOLLARS ($5,000.00). k. To BETHESDA MISSION of Harrisburg, Pennsylvania, the sum of FIVE THOUSAND DOLLARS ($5,000.00). 1. To the ZEMBO MOSQUE of Harrisburg for use by the SHRINER'S CRIPPLED CHILDREN'S HOSPITAL, the sum of TWENTY THOUSAND DOLLARS ($20,000.00). m. To the MASONIC HOME, Elizabethtown, Pennsylvania, the sum of TEN THOUSAND DOLLARS ($10,000.00). n. To ROBERT GEISEL III the sum of TEN THOUSAND DOLLARS ($10,000.00}, his issue per stirpes. o. To DONALD GEISEL the sum of FIVE THOUSAND DOLI~ARS ($5,000.00), his issue per stirpes. p. To AVIS PULASKI the sum of FIVE THOUSAND DOLLARS ($5,000.00), her issue per stirpes. q. To JOHN SOLLENBERGER, my late husband's nephew, the sum of TEN THOUSAND DOLLARS ($10,000.00), his issue per stirpes. In the event there are insufficient funds to cover these bequests as set forth in this SECTION THREE, then those funds which are available shall be shared on a pro-rata basis. - 4 - LAST WILL AND TESTAMENT OF KATHRYN HAGAHA SOLLENBERGER FIFTH: I hereby give, devise, and bequeath all the rest., residue, and remainder of my estate to my nephew ROBERT H. GEISEL. SIXTH: I hereby nominate, constitute, and appoint DWIGHT ASHBY as Executor of this my Last Will and Testament, to serve without bond or security. In the event that DWIGHT ASHBY is unable or unwilling to complete his duties as Executor, then and in such event I nominate, constitute and appoint JANE4' ASHBY as Executrix of this my Last Will and Testament, to serve without bond or security. - 5 - LAST WILL AND TESTAMENT OF KATHRYN HAGAHA SOLLENBERGER IN WITNESS WHEREOF, I, KATHRYN MAGAHA SOLLENBERGER., the Testatrix, have to this Last Will and Testament consisting of 6 typewritten pages, set my hand and seal this ~~day of'. 19 9 4 . %~~ l/ .._ <~ -~ ~ KATHR N MAG HA SOLLEN RGER, TESTATRIX Signed, sealed, published and declared by the above-named Testatrix, as and for her Last Will and Testament, in the presence of us, who have hereunto subscribed our names at her request, as witnesses hereto, in the presence of said Testatrix, and of each other. residing a t ,~u1~s~'~~~~ /~ /~d ~(~ residing at !i(r~(/ ~ f7I~0 - 6 - ""'-'r,uvp'MENT AND AFFIDAVIT COMMONWEALTH OF PENNSYLVANIA COUNTY OF ~ ~ SS., The Testatrix foregoin and witnesses according tostrument, bein who names law, g first are subscribed undersigned dO hereby acknowledY sworn and tO the instrument authority, that ge and qualified as Testatrix declare to the witnesses, her Last Will signed that she and Testament and executed free and voluntar signed willin In the the each Y act for gly. that she presence of the of the witnesses, in the purposes executed her Testatrix the therein ex as their ~ signed the Will presence and hearingpofssed that knowledge Test as witnesses they or older, of atrix was at ~ and that influence, sound mind that time to the best of and under no constraintteen!years or undue of age esta rix "~ Witness ~ itness _~ Sworn to, subscribed. and named Testatrix and witnessesnOwled 1994• this ged before me by the above- o? ~' day of ~~ Notary public SNAL NOTARIAL SERE SHEILA A, gROyyN Ncirary Public Harrisburg, Dauphin s:;oun My Ca~r??~s<u;-r ~x Tres Dec. ry ` ~ 23, 1996 THE LAST WILL AND TESTAMENT OF 21-2002-790 KATHRYN MAGAHA SOLLENBERGER I, KATHRYN MAGAHA SOLLENBERGER, of 230 Bailey Street, New Cumberland, County of Cumberland and Commonwealth of Pennsylvania, being of lawful age and sound and disposing mind and memory, do hereby declare this to be the sole and singular Codicil to my Last Will and Testament dated May 27, 1994, and hereby revoke all prior codicils made by me. FIRST: I hereby nominate, constitute, and appoint PAMELA ELLEN PETERSHEIM and ROBERT H. GEISEL III, as Co-Executors of this my Last Will and Testament to serve without bond or security. I hereby authorize, empower, and direct them to carry out the terms of my Last Will and Testament as they, in their sole judgment, deem best for my estate; and to that end they shall exercise all authority granted by law and all authority necessary to carry out the intent of my Last Will and Testament. SECOND: I hereby revoke the request made in (d) of the FOURTH section of my Last Will and Testament dated May 27, 1994, in which I gave and bequeathed the ss.m of TWENTY THOUSAND DOLLARS to DWIGHT and JANET ASHBY, their issue per stirpes. While I recognize the friendship and affection we have shared through the years, it is my belief that such friendship and affection need not be supported by a bequest. This sum of TWENTY - 1 - THOUSAND DOLLARS shouici be added to the residuary of my estate. IN WITNESS WHEREOF, I, KATHRYN MAGAHA SOLLENBERGER, the Testatrix, have to this Codicil to my Last Will and Testament of May 27, 1994, set my hand and seal on this ~ day of February, 1997. This Codicil is typewritten on two consecutively numbered pages. KATH N MAGAHA SOL BERGER TESTATRIX Signed, sealed, published and declared by the above named Testatrix, as and for this Codicil to her Last Will and Testament, in the presence of us, who have hereunto subscribed our names at her request, as witnesses hereto, in the presence of the said Testatrix, and of each other. residing at C.~~~z~~~,~,~/~ ~~~ ,~ r esidmg at - 2 - STATE OF PENNSYLVANIA SHORT CERTIFICATE COUNTY OF CUMBERLAND I, MARY C. LEWIS Register for the Probate of Wills and Granting Letters of Administration &c. in and for said County of CUMBERLAND do hereby certify that on the 30th day of August -- A.D. , Two Thousand and Two, Letters TESTAMENTARY in common form were granted by the Register of said County, on the estate of SOLLENBERGER KATHRYN MAGAHA late of CAMP HILL BOROUGH a/k/a SOLLENBERGER KATHRYN M in said county, deceased, to PETERSHEIM PAMELA ELLEN and GEISEL ROBERT H III and that same has not since been revoked. IN TESTIMONY WHEREOF, I have hereunto set my hand and affi;~ed the seal of said office at CARLISLE, PENNSYLVANIA, this 30th day of August; A.D., Two Thousand and Two. File No. 2002-00790 PA File No. 21-02-0790 Date of Death 8/26/2002 /l)~ ~~.~ '~~~ ~~~~ ~ O ~ ~J Register S.S. # 172-01-0781 - y ~~- z~i ~ ~'~ .~~ NOT VALID WITHOUT ORIGINAL SIGNATURE AND IMPRESSED SEAL ' Register of Wills of Cumberland County, Pennsylvania INVENTORY Estate of SOLLENBERGER, KATHRYN MAGAHA No. 2] - 2002 - 00790 - -_ also known as Date of Death 8/26/2002 __ ,Deceased Social Security No. 172-01-0781 Robert H. Geisel, III Pamela Ellen Petersheim 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. I/We verify that the statements made in this Inventory are true and correct. I/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. Attorney: Shelly J. Kunkel I.D. No.: 64485 Address: 204 State Street Harrisburg, PA 17101 Personal Representative Signature: -- _ __ __ ___-- Robert H. Geisel, III Signature: Pamela Ellen Petersheim Signature: Address: 2229 Highland Circle Harrisburg, PA 17110 Telephone: 717/233-1000 Telephone: Dated: Personal Property Allfirst Bank Checking Account No. 0057210578 (per verification letter attached hereto as 34,621.02 Schedule E) Allfirst Bank Checking Account No. 0057210578 (accrued interest to DOD per verification 0.95 letter attached hereto as Schedule E) Allfirst Bank Certificate of Deposit No. 80000002027918 (per verification letter attached 10,007.09 hereto as Schedule E) Allfirst Bank Certificate of Deposit No. 80000002027918 (accrued interest to DOD per 14.25 verification letter attached hereto as Schedule E) Allfirst Bank Certificate of Deposit No. 80000002027967 (per verification letter attached 10,009.60 hereto as Schedule E) Allfirst Bank Certificate of Deposit No. 80000002027967 (accrued interest to DOD per 27.3 I verification letter attached hereto as Schedule E) (Attach additional sheets if necessary) Total Personal Property and Real Estate $302,747.22 1 Register of Wills of Cumberland County, Pennsylvania INVENTORY continued Estate of SOLLENBERGER, KATHRYN MAGAHA No. 21 - 2002 - 00790 also known as Date of Death 8/26/2002 -- - __ Deceased Social Security No. 172-01-0781 Allfirst Bank Certificate of Deposit No. 87008100580804 (per verification letter attached 30 007 56 hereto as Schedule E) , . Allfirst Bank Certificate of Deposit No. 87008100580804 (accrued interest to DOD per 67 64 verification letter attached hereto as Schedule E) . Allfirst Bank Certificate of Deposit No. 87008100796130 (per verification letter attached 17 147 58 hereto as Schedule E) , . Allfirst Bank Certificate of Deposit No. 87008100796130 (accrued interest to DOD per 34 16 verification letter attached hereto as Schedule E) . PNC Bank Certificate of Deposit No. 21001030408 (per verification letter attached hereto as 25 000 00 Schedule E) , . PNC Bank Certificate of Deposit No. 21001030408 (accrued interest to DOD per verification 5 74 letter attached hereto as Schedule E) . PNC Bank Certificate of Deposit No. 31600193751 (per verification letter attached hereto as 10 000 00 Schedule E) , . PNC Bank Certificate of Deposit No. 31600193751 (accrued interest to DOD per verification 1 34 letter attached hereto as Schedule E) . PNC Bank Certificate of Deposit No. 3 1 3 00 1 945 75 (per verification letter attached hereto as 10 000 00 Schedule E) , . PNC Bank Certificate of Deposit No. 31300194575 (accrued interest to DOD per verification 1 34 letter attached hereto as Schedule E) . Waypoint Bank Certificate of Deposit No. 1000008921 (per verification letter attached hereto 101 689 61 as Schedule E) , . Waypoint Bank Certificate of Deposit No. 1000008921 (accrued interest to DOD per 240.29 verification letter attached hereto as Schedule E) Waypoint Bank Certificate of Deposit No. 1056240666 (per verification letter attached hereto 40,000.00 as Schedule E) Waypoint Bank Certificate of Deposit No. 1056240666 (accrued interest to DOD per 146.17 verification letter attached hereto as Schedule E) Citizens Bank Ceryificate of Deposit No. 6140876605 (per verification letter attached hereto 12,000.00 as Schedule E) 2 Register of Wills of Cumberland County, Pennsylvania INVENTORY continued Estate of SOLLENBERGER, KATHRYN MAGAHA No. 21 - 2002 - 00790 also known as Date of Death 8/26/2002 Deceased Social Security No. 172-0 ]-(1781 Citizens Bank Certificate of Deposit No. 6140876605 (accrued interest to DOD per verification letter attached hereto as Schedule E) US Treasury -Tax Refund Capital Blue Cross -Medicine Reimbursements Parthemore Funeral Home -Refund of overpayment Highmark -Refund of health insurance premium US Treasury -Tax Refund Total Personal Property 43.39 26.97 236.25 96.81 SO1.15 821.00 $302,747.22 3 11. ~F.TTLF.Mf:N`f iT1~TEMT:NT U.S. DEPAR'fTi F.NT 1)F HOIItiINr: ANU UHHAN UFV' . h.Lnl Mh.NI uMH N_U. 2h0"2 0265 H. 'I'Y I'h: OF LI IAN .___._.: _-__ -- _ I~ I I I'lls' ~ I Iulln f. I ['nnv. Unto. 6. F'lLE Nl1MBEA ~-- /. LOAN N1R4IIF:R R, MORTGAGE TNS CASE NIIMHER 4. ~ ~ vn ~. ~r ~ I i ~. Inli. --------911E1OO r. NC71'F:'Pllis lurm is turnlahed io glue you a statemant of actual aettlemunt. costcl. AIINJIIII -------------- __. tJ paid to and by the eettlelmnt ngent ale shown. ltema (narked "(POC]" were paid outside the closing; they are shown b ete for Snformatlonel purposes and are not Sncluduci 1n the totals. S.O 10-98 (10/98OO1867,SS/98E1OO) D. NAPi F: AND AUDRF:55 Oh' HURROWER E. NAME AND ADDRESS OF SELLER h'. NAME AND ADDRESS OP LENDER lir i~ui K. 5hnmper and Kathryn M, Sollenber9er Widow Celulnbla National [nc nmy >~h~anlau hi:I wl to 270 Rnl ley Street ZO Ertord Road I I 1 I'yl,l e.. i. I+I I~,.~ Nnw ('I llnh[+I Inlril, I•A I /11/e I.nllwiynl I'A I /n4 f n.l~q~l~I.., rn Irelu C. PRUPF: H'I'Y LOl'A'I'IUN H. SETTLEMENT AGENT lOh-411 8 661 f. SETI'LEME NT DATE ---- ?70 Haney Street. Robert G. Radebach, Attorney ar. l.aw New l`umbeerlend, PA 7707n -- CurnhorJancl r'ounl y, PA __.-. _ _._---.-- -_- PLACE OF SETPLEMENT -. -- September 23, 1998 107 Locust Street 7'ax ParcelN'h 'i 0h41 0Rl Harrisburg, PA 17101 J. ;;11 F1MARY UF' ROHItOWEIi'S TItAN SACPTON I^[1-Glt[1S:i_AMC)lIN'1'-1111 h._.Ylif)hi_H[llf l[[]Wh~H -.___ _ 101_CnnLl:acLSalua_PLlt:c~_-.-- _ 1112__Pt:run nal_Prnperl-_y____-__ _-.__._. _ ________.___ 10~ _ -SCt. L 1[anetl t _ L:h~IrUus__t.n_13nrinWLr__ __line19OO u1a__ _ _ 105. _ -. -..- --- --- _ ._--- ----- _______ Adjlrsi.menis_ tot_ilrlln.~iraid_hy_Sttl.lar_in_a 1.06__.Ci.t.yltnuu_'1'axna _.__[M.2~-9H_Lcr_0LO1...99_ l nz _s[:nnn 1__Taxect - - -_-_- n2_zl-9x_tt~_11zn 1-9 lOfl_-~Innea afnfl[I La_ __-_._-.___-- -____Ln __-_. --- L00~.'1'r nerL_P.n l_luJ_tcrn _Chanl _09_2_1-9fl _tr>__1[1_-0 Le9H. 1111----- - ----------- LLL.__ -- -- _. ---- --_ _... ___.._.. _. --.. _.----- - 112. K. Sl1MMAitY [)F' St?(.LEN'S 9'RANSA(T TON aOLL_liH[Lti5_AMCll1N'C_I]Ilt_'I'[1 SF:LLEH. ________-. _ - Afll._LnaLraci~alrs~rlce_ --- _ _---- _ .1100_00_ an2.~_PnrnnnaLL~tnjwr-i.y. _ __----___ ..-- _ 40L__ - --_ _----- - _ _ ---- --- - ana_ __ _- -- ----- 4n5.-- _ ------- - -etijuatmnnrs tnr___ltuus_Iaicf by sc,llw r•a -- 4O6__[:ltylt.omr~'I'axnu ..__ D9:lS_9tl_L2IlL-111=yg__ 1pfi.56 aOZ.~Sc6nn 1__JI'axeli___-.__(15_.21_9fLlli_.II-L-f1L- H6g_7h 911H~_Aaanamm~ntn_---.--_- - ____L~ _ 1 ~9~'I'raah_['cll ]rr_11 cu1_Chary (19_2.1_9B_trZ.117zIl1=9H _3_Lfl 412. _ --- I._ll. [, R(L... AFN dINI Un h. hR(44 IIUIIRUWh.N B6r6H7 _9O 410. CRr)-;; AMOl1 N'P nUE lU ~1:LLFat H3r 97 B. 91 _ _____ - _-- 2I10_~FY)IINT.i..PAIIi_ F1Y_IIR_1 FLAEhi A].F__nF'_.ROR 50O,__HEIIIiC'I' If]NS-I N.~1ClllN'C._ IIlIF~7'Ci_;1BI.I.EH__ 2011]uponiL_nr_ElarnrjaLmnney----. _ f1fL0fL 5111__Exceea_1le _.--.. pnniL(~aelttnLructlnnal _ 2.C32L-['r:. Lrrc l.pa l_~urrnnLr~t~lml_Lnan jb) _ nn_nn 5n? satilttm~al-Cba u~rrr;~ri_Sarlltr~ I~natenn aeF_nrl_ 20]__h:xlating~.nan(sJ_7'aken~ub)acL[n---- 5Ill_ Exfr,trnr, lnan:+'I~akytl~u>ZJect_Ln _ :OA_ -. _-_-_ ___....-____ _._...-_--.-.- ---_-___-- -- 5Oa~Payntt_nt_f.Lra1__Irrnct.gage_lnan__-------__-. -- 205. _ . - -- _-__ _ -- - __-_ __.-------_-.- 505saynft~t~ecor]d._lllnctgage_.1nar>_ ---- _ 7[Ifi_---- -- .-- ---- -_- - __ ~;n6_ nej]nsiY .retalae:d_t,y_s[1Llet_ _ ~~nnn M-- ~ul. - -- S~Z~_ _. _ _- - - 2U8-- _ ___ -_ __ --- 5UH`--- - -- -__ - 209.- -------- - - - _ _-- _ -- 509- ------ ---_.__ ..---.. _--------- Ad )untuu my tnI i1rIUU( unluricl ly :;[:11n[ ._-- _ -- Ad Juyr uuantn_tnr tl, wla_unjur lri_hy Sa l_JEU -__--- 10 LityLt.nwn lnxnu-- ---.-- -__tu__ _ ._ _ 51R LiLylLrndn_1'nxea__-_ _.__-- to___-1-- -. _,_ _. it Sr.htuil 'Csrrt(_ _ t_n _. __ _-_.__ _ X11 _ 5t_hna L_.laYea__ - .tr>_- __ I _ ~1.~. Aaacnamen L+. -. Lu _. -- _ _-- 512._AaneaainellLa_ _. _.. _ _... -._L[r__ _jl 1. :u^.rur .v•I .11[:r. f`111 tna 0! 111 VH !n u9 ?f-9tL _- __29~SII_ '.t.1S_ ~nwer. Snf-ftlce .lit I t ley ^L n1-9ti_In ^] ;_J_gf1_ _ _. _ __Z Y_5.] L l9. __ - _ __ .___-_______ 519. t 1.'- - --___. _._ _.. __ __ _. _. _.____ _.__.. _-____--___.-_- 515.`__--_-_-_____. _._ _. __.___.__.-_-__-_. -.- ~lh_ _ _ _ ___ __._-- 516__- _ __ __ _--_ - _ _----_-- _- - - _ --. __ - --_- _._._.--__ 5.1L._--__.._---__-_ _'lfi._ _ __ _ _ __ _ _ ____- - S 1 H' __ -__- __-_._-. L19. 519. :10. T[YPAI, PATD HY/h'OR HOHHOW6H 79L729.54 520. '1'OTAI H6Ul1CtTON AMOUNT' Dl1E SELLER X875.54 100 CA:;II AT SETTLF'MF.N'I FROM/'I'O BORHUWER 600. CASH AT SE'PPI,EMEM1' '1'u/FHCN~1 SELLER ------ JOT. Crow Amt Due from Horrcmer (line 120) 86,687.90 601. Groan Amount Due to Sellet (line 420) 8],978.91 foJ e.A~H AutxPatRUM-~.fo( Ho11C/OWe[11UWtUylh,ne 220 ~._79t729.54~ 602. Lase HacLletions Dn~ Sellnr -_ - ----(line 5201 ; SL875_54~ Y - - -- -- __ __ _ _ '.. ___. _ ~ 1_ __ ~ f -._ H___- - _ 6t95e_36 60_3 <AJH (X_'lU -~,-J hHOM SELLER 7b 103 J/ 'I'liu tItI~I.~I nI<]Ileci n[<r.+hy .IC•kn.lw l++.Il.Jn Iec~e ll>t. crf .[ completetl copy of pa<)na 161 e~f ILIS el_el[:IUUI~(t/ a c+ny aLtdehmbrl Ce t(HfeCred Lo he[di n. fit, . -.. ', j' (''L.. ~ Jr 1 -.• .• ! Eli'../ I1(IRI1CriJCR - ~~~ -_ _.._. _ .-. -_. .___.________..._-_ ti I:1 J,F:R Cr .Ll __r E _-. ___. ~.-.v tli tan h. sheml'Q1 Kattu yu M. :;ollenberyer ,. r l3nNRflt/gH ~ - - - - .. ~~. ~ - __- __-_- n,ny.Shomll[~fs >_---_ SF;LLER - w _ _ _ "•~_.gr,f~__ -~'~`__ HUU ! (3-86! NESPA, HH 4307.' :i L9"t'LEMEN'L' S'1'A'I'F11EN'1' PACE ~ L. tiF:'I"I'I,EMEN'I' ['1IA12Gr'ti Y(10. 'I'ntel S.,l[:alllluk[:riv Cnmmlaaiunt Hd:uJt_nu_P[Icc~#- -__--. _ _ ___ Ilivl;llun 111 I'Imnul:r.linu (liar. lU(1) en lulllwu:._.___-__-. _. 111 1 . S 11. -. _. - -----~-- 7(1.1_ rnmmi uulnn Paid of :Snt.l.lunuu\t. _...- _-__ - 704. _ ._-- dQQ.__L'1'L:M:;~'AYAHLL:..1N_(1]NNEC'l1tJN..W1'.L'll..LC1AN- -__._ -_---_--_.--- _ _ fl(11~J.cul1L frr.igi nat_inn__Fe_e___-._.-...__b _. -~n~'n ]11mh1~~Iat, neat lnc-_._.. . -.-___L'[lL__$-ill ]_(I(!h_ d[11~Lnan_Iliscount_________-- .-----h_--tn _-_---_-.--- _- _. _-- 11111. AIgv.11 n.lI Ih ~u In _.. ___. -. .-_-__._.. ^114. L! ud t 1. Ilu1LL,1 L Lo ____.-__- _.____ -______ Nl1'[_-_.1.1\n dll['!1 111.\Ill LL:1.11111 I'lLi .._111_ ____ If ll1,. 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Ha<Irt li., ~.'h, ~Ar (cl ney eL LaN .x:t t luwronl F~.;.~n~ CERTIFICATE OF CONSENT We, the undersigned, do hereby certify that we have reviewed the attached PETITION TO INTERPRET WILL PROVISIONS AND REFORM TESTAMENTARY TRUST INVESTMENT AND ADMINISTRATIVE RESTRICTIONS IN ACCORDANCE WITH 20 PA C.S.A. §§ 711(a), 711(b), 7202 (b), concur therewith, join in the petition and join in the prayers thereof. Dated: ~ ~5 ~~- ~~~~~ Dated: o?OD.~ Dated: ~~~1z~'%G7O~ Dated: ~~~u-~~/, 07~!~ n. ~eisei, iii /~ ./` " Do//nald Gei/s~el Avis Pulaski IN THE MATTER OF THE ESTATE OF KATHRYN MAGAHA SOLLEN- BERGER, a/Wa KATHRYN M. . SOLLENBERGER, Deceased IN THE COURT OF COMMON PLEAS CUMBERLAND COUNTY, PENNSYLVANIA ORPHANS' COURT DIVISION ESTATE N0.21-02-0790 CERTIFICATE OF NOTICE I, Shelly J. Kunkel, Esquire, attorney for Petitioners, hereby certify that I this day served a copy of the foregoing Petition to Interpret Will Provisions and Reform Testamentary Trust Investment and Administrative Restrictions in Accordance with 20 PA C.S.A. §§ 711(a), 711(b), 7202(b), upon the persons indicated below by depositing a copy of the same in the iJnited States Mail, postage prepaid, at Harrisburg, Pennsylvania, addressed as follows: Office of Attorney General 14~h Floor -Strawberry Square C T & O Department Harrisburg, PA 17120 Robert H. Geisel 1075 Chambers Street Oberlin, PA 17113-1606 Deborah Robinson 5126 Dorene Lansing, MI 48917 Sandra Green 2 Robin Hill, Brickhill, Bedford, Beds. MK41 7QP Cathy Richart 5111 F Street Little Rock, AR 72205 Beverly Ann Sims 38 Francis Green Circle Baltimore, Maryland 21221 Ken Short 1914 Rollingwood Road Baltimore, MD 21228 Kelly Burtnett 418 Brown Briar Circle Horsham, PA 19044 Suzanne Douglass 4 Irongate Court Mechanicsburg, PA 17050 Robert Geisel, III 2229 Highland Circle Harrisburg, PA 17110 Donald Geisel 2436 Kensington Street Harrisburg, PA 17104 Avis Pulaski 8 Rutherford Road Harrisburg, PA 17109 John Sollenberger 23613 Northport Clinton Twp., MI 48036 Pamela E. Petersheim 410 Orange Street Wrightsville, PA 17368 Christ Evangelical Lutheran Church 124 S. 13`h Street Harrisburg, PA 17104 The Salvation Army c/o Richard D. Allen 440 West Nyack Road West Nyack, NY 10994-1739 Shriners Hospitals for Children Post Office Box 31356 Tampa, FL 33631-3356 Masonic Homes of the Grand Lodge of Pennsylvania 1 Masonic Drive Elizabethtown, PA 17022-2199 ~ , r Dated: September O , 2003 Bethesda Mission P. O. Box 3041 1500 North Second Street Harrisburg, PA 17105 Shelly J. K ,Esquire Identification No. 64485 John R. Zonarich, Esquire Identification No. 19632 S][~]RI,A'J['®S c~ Z®l~~~lEl[ I,Fll~ 204 State Street Harrisburg, Pennsylvania 17101 (717) 233-1000 Telephone (717) 233-6740 Facsimile Attorneys for Petitioners Pamela Ellen Petersheim and Robert H. Geisel, III, Co-Executors of the Estate of Kathryn Magaha Sollen- berger a/k/a Kathryn M. Sollenberger ~ ~ _.... , " BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION DEPT. 280601 HARRISBURG, PA 17128-0601 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLppANCE OF DEDUCTIONS AND ASSESSMENT OF TAX REV-1547 E% AFP (O1 0 SHELLY J KUNKEL SKARLATOS 8 ZONARICH 204 STATE ST HBG PA 17101 DATE 10-27-2003 -s' ESTATE OF SOLLENBERGER KATHRYN M DATE OF DEATH 08-26-2001 FILE NUMBER 21 02-0790 COUNTY CUMBERLAND ACN 101 Amount Remitted MAKE CHECK PAYABLE AND REMIT PAYMENT T0: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CUT ALONG THIS LINE ~ CARLISLE, PA 17013 REV-1547 - -------------------- ------------ - RETA_ IN LOWER PORTION FOR YOUR RECORDS EX AFP (01-03) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANC ------------- _______ ESTATE OF SOLLENBERGER DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX KATHRYN E OR -°'--------- M FILE NO. 21 02-0790 ..... ""'~~'~Kr111VG FUTURE INTEREST APPRAISED VALUE OF RETURN BASED ON: SEE REVERSE 1 • Real Estate (schedule A) ORIGINAL RETURN 2. Stocks and Bonds (Schedule B) 3. Closely Held Stock/Partnership Interest (Schedule C) 4. Mortgages/Notes Receivable (Schedule D) 5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) G. Jointly Owned property (Schedule F) 7. Transfers (Schedule G) B• Total Assets •,••~. iul DATE 10-27-2003 ( ) CHANGED (1) (2) •00 NOTE: To insure proper (3) •0 0 credit to Your account (4) .0 0 , submit the upper portion (5) •00 302 747 22 of this fora with your (6) . tax payment. .00 (~) 0 . 0 APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expen ($) 302,747.22 ses/Adm, Costs/Misc. Expenses (Schedule Hl 10. Debts/Mortgage Liabilities/Lie 29,680.27 (9) ns (Schedule I) 11. Total Deductions (10) 12. Net Value of Tax Return 86.00 13. Charitable/Governmental Bequests• (11) (12) Non-elected 9113 Trust 14. Net Value of Est ( t ~q 76F ~~ 272' 980.95 a e Subject to Tax NOTE: s Schedule J) (13) 33,319.51 reflectsfigurestthat incl previously, lines (14) 14 239,661.44 ude the total o ASSESSMENT OF TAX: f ALL 1 , 15 andior 16, 17, 18 returns ass and 19 Will 5. Amount of Line 14 at Spousal rat essed to date. e 16. Amount of Line 14 taxable at Lineal/Class A rate (15) 17. Amount of Lin ( '00 00 X - 00 16) e 14 at Sibling rate 1B• Amount of Line 14 t (17) . 00 x 045 = . •00 axable at Collateral/Class B rate 19. Principal Tax Due (1B) ~A • 0 0 X 12 = 239, 661 44 • 0 0 X-~EnITS: . X 15 _ - 35 949 DAT _7~_ PAID (-) AMOUNT PAID ,002.26- 40,00 FORPCALCULATIONAOF ADDIT ONAL INTERESTRSE TAX RETURN WAS: (X) ACCEPTED A TOTAL TAX CREDIT BALANCE OF TAX DUE INTEREST AND PEN. TOTAL DUE .22 li9)= 35, 949.22 38,997.74 3,048.52CR .00 ( IF TOTAL DUE IS LESS THAN S1, NO PAYMENT IS REQUIRED•52 CR AFREFUND.DSEEIREVERSECSIDEAOFATHISEFORM FOR)INSTRUCTIOBE DUE NS.) BUREAU F INDI IV DUAL raxes COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX DIVISION DEPARTMENT OF REVENUE DEPT. 280601 HARRISBURG, pp 17128_0601 INHERITANCE TAX STATEMENT OF ACCOUNT REV-1f 07 EX ~FP (01-33) DATE 11-17-2003 ESTATE OF SOLLENBERGER KATHRYN M DATE OF DEATH 08-26-2002 SHELLY J KUNKEL FILE NUMBER 21 02-0790 SKARLATOS & ZONARICH COUNTY CUMBERLAND 204 STATE ST ACN 101 HBG PA 17101 Amount Remitted MAKE CHECK PAypgLE AND REMIT PAYMENT T0: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE NOTE: To insure proper credit to your account CARLISLE, pq ,submit the u 17013 CUT ALONG THIS LINE Peer Portion of this form with ------ - REV-1607 EX AFP --'-' RETAIN LOWER PORTION FOR your tax payment (01-03) ----------------- -------------------- YOUR RECORDS _------ *** INHERITANCE TAX STATEMENT OF ACCOUNT ' --------------------- ESTATE OF SOLLENBERGER _ THIS STATEMENT IS PROVIDED TO AD ISEHOFYNHE CURRENT STATUS OF THE IS A SUMMARY OF THE PRINCIPAL TAX DUE, AppLICATI N LE N0. 21 02-0790 ACN 101 A PROJECTED INTEREST FIGURE. STATED ACN IN THE NAMED ESTATETESHOWN gELOw003 OF ALL PAYMENTS, THE CURRENT BALANCE AND, IF APPLICABLE, DATE OF LAST ASSESSMENT OR RECORD ADJUSTMENT: 10-Zp-2003 PRINCIPAL TAX DUE: PAYMENTS CTAX CREDITS): PAYMENT RECEIPT DATE NUMBER 11-12-2002 10-21-2003 CD002638 10-31-2003 REFUND REFUND INTEREST/PENT PAID (-) 1,797.46 .00 .00 35,949.22 AMOUNT PAID 40,000.00 3,048.52- 2,799.72- TOTAL TAX CREDIT BALANCE OF TAX DUE IF PAIp AFTER THIS DATE, SEE REVERSE INTEREST AND PEN. SIDE FOR CALCULATION OF ADDITIONAL INTEREST. TOTAL DUE ( IF TOTAL DUE IS LESS THAN Sl, NO PAYMENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. ) 35,949.22 _ 00 00 '~- .00 STATUS REPORT UNDER RULE 6.12 Name of Decedent: KATHRYN MAGAHA SOLLENBERGER Date of Death: -~_ AUGUST 26, 2002 Will No.: 0790-2002 ---~--- Admin. No.. Pursuant to Rule 6.12 Court Rules, I report that °f the Supreme Court of the administration of following with res Orphans' the above-captioned Pect to completion estate: 1. State whether complete: administration of the e;;tate is Yes X No 2 . I f ---- representative reasonabinswer is N°' state when be complete: Y believes that the administrat.ronswill 3' If the answer to No. --- following; 1 ~~ ~__ account with a' Did the personal representative file the Court? yeS a final -~--_ No X b• The separate Orphans' Cou the personal representative's account is: No. (if any) for account informal) Did the personal - y to the parties in interest~entative state an Yes X No_ d• Copies of receipts approvals of formal or informal accounts releases Clerk of the Or ~ joinders and hans ma be may be filed with the P Court and y attached to this report. ~_ Date: June 18 ~ } 2004 l ~, <_._ _ Signatur` ---___ Shell J. Kunkel Name (Please type or - print) Skarlatos & Zonarich LLP 204 State Street Harrisbur PA 17101 Address (717)233-1000 Tel. No. Capacity: Counsel for Personal Representative