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HomeMy WebLinkAbout03-0160 Register of Wills of Cumberland County, Pennsylvania PETITION FOR GRANT OF LETTERS Estate of Harry Scarmeas No. _~ ~ _~1]-' t~l~ also known as , Deceased Social Security No. 033-10-1919 Petitioner(s), who is/are 18 years of age or older, apply(ies) for: (COMPLETE "A" OR "B" BELOW:) E~ A. Probate and Grant of Letters and aver that is/are the executor named in the Last Will of the Petitioner(s) Decedent, dated July 24, 1991 and codicil(s) dated State relevant circumstances, e.~J., renunciation, death of executor, etc. Except as follows, Decedent did not marry, was not divomed, 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 incompetent: B. Grant of Letters of Administration (c.t.a., d.b.n.c.t.a.: pendente lite; durante absentia; durante minoritate) Petitioner(s) after a proper search has/have ascertained that Decedent left no Will and was survived by the following spouse (if inY) and heirs: Name Relationship Residence (COMPLETE IN ALL CASES:) Attach additional sheets if necessary. Decedent was domiciled at death in Cumberland Coun. ty, Pennsylvania, with his/her last family or principal residence at 35 High Ridge Trail, Mechanicsburq, PA 17050-1513 ~ (Iv'er' ~l~r~ (l~t street, number and municipality) Decedent, then 86 years of age, died December 22, 2002 at Bethany Villa,qe, Lower Allen Township, Cumberland County, PA (Location) Decedent at death owned property with estimated values as follows: (If domiciled in PA) All personal property ............................................... $ 7,000.00 (If not domiciled in PA) Personal property in Pennsylvania ............................. $ (If not domiciled in PA) Personal property in County .................................. $ Value of real estate in Pennsylvania ........................................................... $ Total ........................................................................... $ 7,000.00 Real Estate situated as follows: 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: [ , ,~i~lnat u~'.~ Typed or printed name and residence L~,, Carrie J. Pecht 35 Hi,Ih Ridge Trail, Mechanicsbur~, PA 17050-1513 / Oath of Personal Representative Commonwealth of Pennsylvania County of Cumberland 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. .. "i //~ Sworn to and affirmed and subscribed i'_. ~2'z,,t,,~'~-?' - before me this _~_1,~'~'~ day of ~'--.__V~,~, a_~ 2003 _ DECREE OF REGISTER Estate of Harry Scarmeas Deceased No.~ also known as Social Security No: 033-10-1919 Date of Death: December 22, 2002 AND NOW, ~..~,_~.~,.~_ ~, ,2003, in consideration of the Petition on the reverse side hereon, satisfactory proof havir~j been'presented before me, IT IS DECREED that Letters ~ Testamentary [] of Administration are hereby granted to Carrie J. Pecht in the above estate and that the instrument(s), if any, dated '?-,,~'-I - I described in the Petition be admitted to probate and filed of record as the last Will of Decedent. FEES Letters ........................... $ q~.~ "~'~'~rn~na.r~d:'~ d:. J~o~, I Register of Wil;s Short Certificate(s) .......... $ /~,(70 - Renunciation .................. $ Affidavit ( ) ................. $ Extra Pages ( ) ............ $ /~, Codicil .......................... $. JCP Fee ........................ $. JO. 0© Attorney: Wayne M. Pecht Inventory & Tax Forms... $ I.D. No: 38904 Other ............................ $. Address: 415 Fallowfield Road. Suite 301 Camp Hill, PA 17011-4906 TOTAL ................ $,,~-,~. ~ Telephone: 717-612-5802 DATE FILED: This is to certify that the information here given is correctly copied f'ronl ao original certificate of death dt Local R, egistrar. The original certificate will be forwarded to thc State Vital Rccc)rds Oi}icc forpcrmanent"hhng. WARNING: It is illegal to duplicate this copy by photostat or photograph. ~o$ ;*a .~, z,a7 COMMONWEALTH OF PENNSYLVANIA · DEPARTMENT OF HEALTH * VITAL RECORDS CERTIFICATE OF DEATH ,,,~ ...... I. H,~a,~y ...cc,~ma~,s I'. ~ ,. o35 - I~ ~, '- '"1 ~ I I &. ' I, ' ' I~ ~ ~ I - . I~ TO Ih4 ~1M my k~wl~l, ~a~ ~Mt~ l/~e time, hie, a~ place, i~ dui to ~e ceu~i) a~ manner ii ilal~ .......................... 0 ' ' MEOCAL EXAMME~CORONER ~O'~ LAST WILL AND .TESTAMENT OF HARRY SCARMEAS I, HARRY SCARMEAS, of Cumberland County, Pennsylvania, do hereby make this my Last Will and Testament, revoking any former Wills and Codicils made by me. FIRST: I have two children: Carrie J. Pecht (born Septem- ber 6, 1958) and John H. Scarmeas (born December 15, 1959). These persons and any children born to or adopted by me are described in this Will as "my issue." Provided, however, no adopted person shall benefit hereunder unless the order or decree of adoption is entered before such adopted person attains the age of twenty-one (21) years. SECOND: Any debts my children owe to me prior to my death are hereby forgiven, as if such debts were paid by them and the same amount of money was transfered to them under this Will. THIRD: I give my tangible personal property and all casualty insurance that I am carrying on said tangible personal property to such of my children who are living at my death to be divided equitably among or between them as they may determine, or, if they are unable to agree, as my Executor shall determine, after considering the wishes of such children. I have complete con- fidence that my children or my Executor will honor any written instructions that I may leave with regard to said tangible personal property. Any such property not so distributed shall be sold, and the proceeds added to my residuary estate to pass as hereafter described. FOURTH: I give, devise, and bequeath the rest, residue and remainder of my estate, real and personal, to my issue, in equal shares, per stirpes and not per capita. FIFTH: If any person under the age of twenty-one (21) years shall become entitled to any share hereunder, then such share shall immediately vest in such beneficiary, but notwithstanding the provisions herein, my Executor may distribute such beneficiary's share to any adult person standing in loco parentis, or to a legal guardian of such beneficiary, or to a custodian (to be selected by my Executor) under the applicable Uniform Gifts to Minors Act, without requiring bond of such adult person, guardian or custodian. The receipt of such adult person, guardian or custodian shall constitute a full release of my Executor for any property so distributed. SIXTH: No person shall benefit hereunder unless such beneficiary shall survive me by thirty (30) days. SEVENTH: (1) I name Carrie J. Pecht as my Executrix. If she is unable or unwilling to serve, I name John H. Scarmeas as my Executor. I direct that my Executrix or Executor, herein referred to as my Executor regardless of number or gender, serve without bond in any jurisdiction in which called upon to act. (2) Except as otherwise provided herein, if all of the above persons should fail to qualify as my Executor hereunder, or for any reason should cease to act in such capacity, the successor or substitute Executor shall be some attorney or bank or trust company with trust powers, which successor or substitute Executor shall be designated in a written instrument filed with the court having jurisdiction over the probate of my estate. (3) My Executor shall receive reasonable compensation for services rendered. EIGHTH: (1) I give to any Executor named in this Will or any Codicil hereto or to any successor or substitute Executor all of the powers enumerated in this Will and all of the powers applicable by law to fiduciaries in the Commonwealth of Pennsyl- vania and in particular through the Pennsylvania Probate, Estates and Fiduciaries Code, as effective and as in effect on the date hereof, during the administration and until the completion of the distribution of my estate. I direct that all such powers shall be construed in the broadest possible manner and shall be exercisable without court authorization. (2) My Executor is authorized and empowered to acquire and to retain, either permanently or for such period of time as my Executor may determine, any assets, including the capital stock of any closely held corporation, whether such assets are or are not of the character approved or authorized by law for investment by fiduciaries and whether such assets do or do not represent an overconcentration in one investment. (3) My Executor is authorized and empowered to disclaim any interest, in whole or in part, of which I, or my Executor, may be the beneficiary, devisee, or legatee, by executing an appro- priate instrument (in accordance with section 2518 of the Internal Revenue Code of 1986, as amended, or such similar section as may then be in effect). (4) My Executor is authorized and empowered to sell at public or private sale, or exchange, and to encumber or lease, for any period of time, any real or personal property and to give options to buy or lease any such property. Additionally, my Executor is authorized and empowered to compromise claims, to borrow from anyone (including a fiduciary hereunder) and to pledge property as security therefor, to make loans to and to buy property from anyone (including a fiduciary or beneficiary hereunder); provided that any such loans shall be adequately secured and at a fair interest rate. (5) My Executor is authorized and empowered to allocate property, charges on property, receipts and income among and between principal or income, or partly to each, without regard to any law defining principal and income. NINTH: No interest of any beneficiary under this Will, any Codicil hereto, or any trust created herein, shall be subject to anticipation or to voluntary or involuntary alienation. TENTH: All estate, inheritance, succession and other death taxes imposed or payable by reason of my death and interest and penalties thereon with respect to all property comprising my gross estate for death tax purposes, whether or not such property passes under this Will, shall be paid out of the residue of my estate, as if such taxes were expenses of administration, without apportion- ment or right of reimbursement. I authorize my Executor to pay all such taxes at such time or times as deemed advisable. IN WITNESS WHEREOF, I have set my hand and seal on this my Last Will and Testament this ~~ay of/~~ 1991. fla~ g~meas ..... ~//~ (SEAL) SIGNED, SEALED, PUBLISHED, and DECLARED by Harry Scarmeas, ~~Y ~~C~ as and for his Last Will and 70 Testament, on the day and year last above written, in the presence of us, who, at his ~_j,~ .. request, in his presence, and ~~ Q. in the presence of each other, all being present at the same time, have hereunto subscribed ~~ ~ our names as witnesses: ~y~ -5- SELF-PROVING AFFIDAVIT COMMONWEALTH OF PENNSYLVANIA : : SS. COUNTY OF CUMBERLAND : WE, Harry Scarmeas and Rose M. Fulton , Theresa A. Love.~o¥ , and Cheryl L. Davison , the Testator and the witnesses, respectively, whose names are signed to the attached or foregoing instrument, being first duly sworn, do hereby declare to the undersigned authority that the Testator signed and executed the instrument as his Last Will and that he had signed willingly (willingly directed another to sign for him), and that he executed it as his free and voluntary act for the purposes therein expressed, and that each of the witnesses, in the presence and hearing of the Testator, signed the Will as a witness and to the best of his or her knowledge the Testator was at that time eighteen (18) years of age or older, of sound mind, and under no constraint or undue influence. ~~ ~r~eas, TestatOr Witness Witnes~ Subscribed, sworn to, and acknowledged before me by Harry Scarmeas, the Testator, and subscribed and sworn to before me by Rose M. Fulton , Theresa A. Love~oy , and Cheryl L. Davison , witnesses, this 25th day of July 1991. N~tary Public NOTARIAL SEAL - 6- Kimberly A M~ais, Notary Public Harrisburg, Dauphin County My Commission Expires Apr. 2, 1994 CERTIFICATION OF NOTICE UNDER RULE 5.6(a) Name of Decedent: Harry Scarmeas Date of Death: December 22, 2002 Will No.: 2003-00160 To the Register: I certify that notice of estate administration required by Rule 5.6 of the Orphans' Court Rules was served on or mailed to the following beneficiaries of the above-captioned estate on April 10, 2003: Carrie J. Pecht 35 High Ridge Trail, Mechanicsburg, PA 17050-1513 John H. Scarmeas 17 Sandalwood, Wichita, KS 67230 Notice has now been given to all persons entitl~~ Date: April 10, 2003 Wayne iVI. Pecht, Esquire Keefer Wood Allen & Rahal, LLP 415 Fallowfield Road, Suite 301 Camp Hill, PA 17011-4906 Capacity: Counsel for the Personal Representative COMMONWEALTH OF PENNSYLVANIA REV-1162 EX(11-96) DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG, PA 17128-0601 PENNSYLVANIA RECEIVED FROM: INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT NO. CD 003045 PECHT WAYNE M ESQUIRE C/O KEEFER WOOD ALLEN RAHAL 415 FALLOWFIELD RD CAMP HILL, PA 17011-4906 ACN ASSESSMENT AMOUNT CONTROL NUMBER ........ fold .......... - ....... 101 $10.25 ESTATE INFORMATION: SSN: 033-10-1919 FILE NUMBER: 2103-01 60 DECEDENT NAME: SCARMEAS HARRY DATE OF PAYMENT: 09/22/2003 POSTMARK DATE: 00/00/0000 COUNTY: CUMBERLAND DATE OF DEATH: 12/22/2002 TOTAL AMOUNT PAID: $10.25 REMARKS: CARRIE J PECHT C/O WAYNE M PECHT ESQUIRE INITIALS: VZ SEAL RECEIVED BY: DONNA M. OTTO DEPUTY REGISTER OF WILLS REGISTER OF WILLS DEPARTIVlENT OF REVENUE De 2 060 INHERITANCE TAX RETURN HARRISBURG,PA 17128-060 RESIDENT DECEDENT :z -- COU~ CODE Y~ NUMBER J DECEDENTS NAME (LAST. FIRST, AND MIDDLE INITIAL) SOCI~ SECURI~ NUMBER Sca~eas, Har~ 033 -10-1919 DA~ OF D~TH (MM-DD-YEAR) ~ DA~ Of BmR~ (MM-DD-YEAR T~ ~ MUST BE FILED IN DUPLICA~ WITH THE REGISTER OF WILLS (IF ~PLICABLE)SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL) SOCIAL SECURI~ NUMBER I Xl ~ J 2. Supplemental Return (~ 1. Odginal Return ~ 3. Remainder Return (date of 0eath prior to 12-1~2) ~OE~ ~ 4, LimA~ Es~te ~ 4a. Future Interest Compromise (Oate of death after 12-12-82) ~ 5. Federal Est~e T~ Return Required ~ 6. Decedent D~d T~t~e (Attach ~py of Will) ~ Z, Decedent M~in~ined a LMng Trust (Almch ~py of Trust) -- 8. Total Number of S~ Deposit Boxes THIS SECTION MUST BE COMPLETED. ALL CORReSPONDeNCE ~D CONYlD~L T~ INFORMATION ~HOUD BE DI~CTED TO: NAME CO~L~ MAILING ADDRESS Wa~e M. Pecht FIRM NAME (IfAppiicable) ~b High Ridge Trail Mechanicsburg, PA 17050 ~PH~E NUMBER 717-802-0617 1. R~I Es~e (Sch~ute A) (1) 0.0 0 2. Stoc~ and Bonds (Schedule B) (2) 0. O 0 3. Closely Held Co.option, PaRnemhip or Sol~mpdetomhip (3) 0. O 0 4. MoRgages & Not~ Receivable (Schedule D) (4) 0 . O 0 5, Cash, Bank DeposRs & Misc~ianeous Pemonal PmpeRy (S~eduie E) (5) ~, 6. Jointly O~ Pmpe~ (Schedule F) ~ Separ~e (6) 0.0 0 R~u~t~ 7. Inter-Vivos TransOm & Miscellan~us Non-Probae Pmpe~y (7) 0. O 0 (Sch~ule G or L) 8, To~l Gross ~e~ (total Lines 1-7) (8) ~, 1~. 81 9. Funeral ~enses & Administ~ive Costs (Schedule H) (9) 7 10. Debts of Deced~t, MoAgage Liab~ities, & Liens (S~edule I) (10) ~, ~ 11. To~I Deductions (total Lines 9 & 10) (11) 12. Net Value of Es~te (Line 8 minus Line 11) (12) 227.87 13. Charitable and Governmental Bequests/Sec 9113 Trusts ~r ~ich an eie~ion to t~ has not b~n made (Sch~ule J) (13) 0 . 00 14. Net Value Subject ~ Tax (Line 12 minus Line 13) (14) 227.87 SEE IN~RUCTI~S ~ ~VE~E SIDE FOR APPLIC~LE ~TES 15. Amount of Line 14 ~ble ~ the spousal tax rate, or transfem under Sec. 9116 (a)(1.2) 0 . 00 x .00__ (15) 0 . O0 16, Amount of Line 14 ta~ble at lin~l ~e 227.87 x.045 (16) '10.25 17. Amount of Line 14 t~ble at sibling rote 0.00 x.12 (17) 0.00 18. Amount of Line 14 taxable at c~late~ ~e 0. 00 x.~5 (~8) 0. O0 19. Tax Due (19) 10 > > ~[ SURE TO ANSWER ~L QUESTIONS ON REVERSE SlD[ ~D RECHECK MATH < < 2W4645 1.000 DeceCent's Complete Address: S'~t~:b ~ ADDRESS 35 High Ridge Trail CITY ISTATE~ IZIP Mechani¢'~burg' PA Tax Payments and Credits: 1. Tax Due (Page I Line 19) (1) 3.0,25 2. Credits/Payments A. SpouSal Poverty Credit 0,00 B. Prior Payments 0.0 0 C. Discount 0.00 Total Credits (A + B + C) (2) 0.0 0 3. Interest/Penalty if applicable D. Interest 0,00 E. Penalty 0.00 Total Interest/Penalty (D + E) (3) 0.0 0 4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT. Check box on Page 1 Line 20 to request a refund (4) 5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5) 3.0,2 5 A. Enter the interest on the tax due. (5A) 0. O 0 B. Enter the total of Line 5 + 5A. This is the BALANCE DUE. (5B) 3.0,2 5 Make Check Payable to: REGISTER OF WILLS, AGENT PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS 1. Did decedent make a transfer and: Yes No a. retain the use or income of the property transferred; ....................... b. retain the right to designate who shall use the property transferred or its income; ......... r-~ c. retain a reversionary interest; or ................................ ~ [-~ d. receive the promise for life of either payments, benefits or care? ................. [----] r-~ 2. If death occurred after December 12, 1982, did decedent transfer property within one year of death without receiving adequate consideration? .......................... .. · r-~ [] 3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death? E~ [] 4. Did decedent own an Individual Retirement Account, annuity, or other non-probate prcperty which contains a beneficiary designation? ................................ [~ [] IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE g AND FILE IT AS PART OF THE RETURN. Declaration of preparer other than the personal representative is based on all information of which preparer has any knowledge. SIGNATU~ON RESPOt~~LiNG RETURN DATE Mechanicsburg, PA 17050 ADDRESS {5 High Ridge Trail Mech~n~ csbur~, PA __17~050 .. For dates of death on or after July 1, 1 994 and before January 1, 1995, the tax rate imposed on the .et value of transfers to or for the use of the surviving spouse is 3% [72 P.S. § 9916 (a) (1.1)(i)]. For dates of death on or after January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 0% [72 P.S. § 9116 (a) (1.1) (ii)] The statute does not exempt a transfer to a surviving spouse from tax, and the statuto%, requirements for disclosure of assets and filing a tax return are still applicable even if the surviving spouse is the only beneficiary. For dates of death on or after July 1,2000: The tax rate imposed on the net value of transfers from a deceased child twenty-one years of age or younger at death to or for the use of a natural parent, an adoptive parent, or a stepparent of the child is 0% [72 P.S. § 9116(a)(1.2}]. The tax rate im posed o. the net value of transfers to or for the use of the decedent's ned beneficiaries is 4.5%, except as noted in 72 P.S. § 9116 ( 1.2) [72 P.S. § 9116(a)(1 )]. The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is 12% (72 P.S. § 9116(a)(1.3)]. A sibling is defined, under Section 9102, as an individual who has at least one parent in common with the decedent, whether by blood or adoption. ~/464§ 1.00o Estate of Harry Scarmeas 033-10-1919 carrie J. Pecht 35 High Ridge Trail Mechanicsburg, PA 17050 REV-1508 EX + (1-g7) SCHEDULE E COMMONWEALTH OF PENNSYLVANIA CASH, BANK DEPOSITS, & MISC. INHERITANCE TAX RETURN RESIDENT DECEDENT PERSONAL PROPERTY E$¥ATE OF FILE NUMBER Scarmeas, Harry 21-2003-0160 Include the proceeds of litigation and the date the proceeds were received by the estate. All property jointly-owned with the right of survivomhip must be disclosed on Schedule F. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1. PNC Bank Checking Account #51-4011-9073 2,904.36 2 CIGNA HealthCare -- refund of life 130.65 insurance premium 3 Camp Hill School District -- refund of 1,109.80 medical insurance premium TOTAL (Also enter on line 5, Recapitulation) 4,144.81 2W46AD 2.000 (If more space is needed, insert additional sheets of the same size) REV-1511 EX + (1-97) SCHEDULE H COMUONWEALTH Or PENNSYLVANIA FUNERAL EXPENSES & INHERITANCE TAX RETURN ADM IN ISTRATIVE COSTS RESIDENT DECEDENT ESTATE OF FILE NUMBER Scarmeas, Harry 21-2003-0160 Debts of decedent must be reported on Schedule I. ITEM N U MB ER DESCRIPTION AM O UNT A. FUNERAL EXPENSES: 1. Pealers Flowers -- funeral flowers 431.32 B. ADMINISTRATIVE COSTS: 1. Personal Representative's Commissions 0.0 0 Name of Personal Representative(s) Social Security Number(s) / EIN Number of Personal Representative(s) Street Address City State Zip Year(s) Commission Paid: 2. Attorney Fees 0.0 0 3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation) 0.0 0 Claimant Street Address City State__ Zip Relationship of Claimant to Decedent 4. Probate Fees 8 0.0 0 5. Accountant's Fees 0.0 0 6. Tax Retum Preparer's Fees 0.0 0 7. Cumberland County Bar Association -- legal 75.00 advert i sing 8 The Patriot News -- legal advertising 117.61 9 Register of Wills of C~mherland County -- filing fee 25.00 TOTAL (Also enter on line 9, Recapitulation) $ 72 8.9 3 2W46AG 2.00o (If more space is needed, insert additional sheets of same size) REV-1513 EX + (1-97) SCHEDULE I COMMONWEALTH OF PENNSYLVANIA DEBTS OF DECEDENT, INHERITANCE TAX RETURN RESIDENTDECEDENT MORTGAGE LIABILITIES, & LIENS ESTATE OF FILE NUMBER Scarmeas, Harr~ 21-2003-0160 include unreimbursed medical expenses. ITEM NUMBER DESCRIPTION AMOUNT 1 Alert Phy. -- balance due 83.86 2 Bethany Village -- balance due 2,857.99 3 H~CS -- 5/30/02 visit to Holy Spirit 96.00 Hospital 4 Mobile X-ray Imaging -- balance due 26.77 after insurance 5 Credit Plus Collection Service -- 84.?5 balance due for West Shore EMS 6 Silver Spring Ambulance -- balance 38.64 due TOTAL (Also enter on line 10, Recapitulation) $ 3,1 8 8.0 1 2W46AH 2.000 (If more space is needed, insert additional sheets of the same size) REV-15t3 EX+ (9-00) SCHEDULE J COMMONWEALTH OF PENNSYLVANIA BENEFICIARIES INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER Scarmeas, Harr~ 21-2003-0161 NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY RELATIONSHIP TO DECEDENT AMOUNT OR SHARE NUMBER Do Not List Trustee(s) OF ESTATE I. TAXABLE DISTRIBUTIONS [include outright spousal distributions, and transfers P echt, under Sec. 9116 (a) (1.2)] 1. Carrie J Daughter 113.93 35 High Ridge Trail Mechanicsburg, PA 17050 2 Scarmeas, John H Son 113.94 17 Sandalwood Wichita, KS 67230 ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18, AS APPROPRIATE, ON REV-1500 COVER SHEET II. NON-TAXABLE DISTRIBUTIONS: A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE 1. B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS 1. TOTAL OF PART II - ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET $ 0.0 0 2W46AI 1.000 (If more space is needed, insert additional sheets of the same size) Register of Wills of CUMBERLAND County, Pennsylvania Certificate of Grant of Letters No. 2003-00160 PA No. 21-03-0160 ESTATE OF SCARMEAS HARRY Late of SILVER SPRING TOWNSHIP Deceased Social Security No. 033-10-1919 WHEREAS, on the 25th day of February 2003 an instrument dated July 24th 1991 was admitted to probate as the last will of SCARMEAS HARRY (L~q~'f, ~'1~'1', late of SILVER SPRING TOWNSHIP , CUMBERLAND County, who died on the 22nd day of December 2002 and, WHEREAS, a true copy of the will as probated is annexed hereto. THEREFORE, I, DONNA M. OTTO , Register of Wills in and for the County of CUMBERLAND in the Commonwealth of Pennsylvania, hereby certify that I have this day granted Letters TESTAMENTARY to PECHT CARRIE J who has duly qualified as Executor(rix) and has agreed to administer the estate according to law, all of which fully appears of record in my Office at CUMBERLAND COUNTY COURT HOUSE, CARLISLE, PENNSYLVANIA. IN TESTIMONY WHEREOF, I have hereunto set my hand and affixed the seal of my Office the 25th day of February 2003. **NOTE** ALL NAM_ES A_BO~-E APPEAR (LAST, FIRST, MIDDLE) LAST WILL AND TESTAMENT OF HARRY SCARMEAS I, HARRY SCARMEAS, of Cumberland County, Pennsylvania, do hereby make this my Last Will and Testament, revoking any former Wills and Codicils made by me. FIRST: I have two children: Carrie j. Pecht (born Septem- ber 6, 1958) and John H. Scarmeas (born December 15, 1959). These persons and any children born to or adopted by me are described in this Will as "my issue." Provided, however, no adopted person shall benefit hereunder unless the order or decree of adoption is entered before such adopted person attains the age of twenty-one (21) years. SECOND: Any debts my children owe to me prior to my death are hereby forgiven, as if such de~ts were paid by them and the same amount of money was transfered to them under this Will. THIRD: I give my tangible personal property and all casualty insurance that I am carrying on said tangible personal property to such of my children who are living at my death to be divided equitably among or between them as they may determine, or, if they are unable to agree, as my Executor shall determine, after considering the wishes of such children. I have complete con- fidence that my children or my Executor will honor any written instructions that I may leave with regard to said tangible personal property. Any such property not so distributed shall be sold, and the proceeds added to my residuary estate to pass as hereafter described. FOURTH: I give, devise, and bequeath the rest, residue and remainder of my estate, real and personal, to my issue, in equal shares, per stirpes and not per capita. FIFTH: If any person under the age of twenty-one (21) years shall become entitled to any share hereunder, then Such share shall immediately vest in such beneficiary, but notwithstanding the provisions herein, my Executor may distribute such beneficiary's share to any adult person standing in loco parentis, or to a legal guardian of such beneficiary, or to a custodian (to be selected by my Executor) under the applicable Uniform Gifts to Minors Act, without requiring bond of such adult person, guardian or custodian. The receipt of such adult person, guardian or custodian shall constitute a full release of my Executor for any property so distributed. SIXTH: No person shall benefit hereunder unless such beneficiary shall survive me by thirty (30) days. SEVENTH: (1) I name Carrie J. Pecht as my Executrix. If she is unable or unwilling to serve, I name John H. Scarmeas as my Executor. I direct that my Executrix or Executor, herein referred to as my Executor regardless of number or gender, serve without bond in any jurisdiction in which called upon to act. (2) Except as otherwise provided herein, if all of the above persons should fail to qualify as my Executor hereunder, or for any reason should cease to act in such capacity, the successor or substitute Executor shall be some attorney or bank or trust company with trust powers, which successor or substitute Executor shall be designated in a written instrument filed with the court having jurisdiction over the probate of my estate. (3) My Executor shall receive reasonable compensation for services rendered. EIGHTH: (1) I give to any Executor named in this Will or any Codicil hereto or to any successor or substitute Executor all of the powers enumerated in this Will and all of the powers applicable by law to fiduciaries in the Commonwealth of Pennsyl- vania and in particular through the Pennsylvania Probate, Estates and Fiduciaries Code, as effective and as in effect on the date hereof, during the administration and until the completion of the distribution of my estate. I direct that all such powers shall be construed in the broadest possible manner and shall be exercisable without court authorization. (2) My Executor is authorized and empowered to acquire and to retain, either permanently or for such period of time asmy Executor may determine, any assets, including the capital stock of any closely held corporation, whether such assets are or are not of the character approved or authorized by law for investment by fiduciaries and whether such assets do or do not represent an overconcentration in one investment. (3) My Executor is authorized and empowered to disclaim any interest, in whole or in part, of which I, or my Executor, may be the beneficiary, devisee, or legatee, by executing an appro- priate instrument (in accordance with section 2518 of the Internal Revenue Code of 1986, as amended, or such similar section as may then be in effect). (4) My Executor is authorized and empowered to sell at public or private sale, or exchange, and to encumber or lease, for any period of time, any real or personal property and to give options to buy or lease any such property. Additionally, my Executor is authorized and empowered to compromise claims, to borrow from anyone (including a fiduciary hereunder) and to pledge property as security therefor, to make loans to and to buy property from anyone (including a fiduciary or beneficiary hereunder); provided that any such loans shall be adequately secured and at a fair interest rate. (5) My Executor is authorized and empowered to allocate property, charges on property, receipts and income among and between principal or income, or partly to each, without regard to any law defining principal and income. NINTH: No interest of any beneficiary under this Will, any Codicil hereto, or any trust created herein, shall be subject to anticipation or to voluntary or involuntary alienation. TENTH: All estate, inheritance, succession and other death taxes imposed or payable by reason of my death and interest and penalties thereon with respect to all property comprising my gross estate for death tax purposes, whether or not such property passes under this Will, shall be paid out of the residue of my estate, as if such taxes were expenses of administration, without apportion- ment or right of reimbursement. I authorize my Executor to pay all such taxes at such time or times as deemed advisable. IN WITNESS WHEREOF, I have set my hand and seal on this my Last Will and Testament this ~/~ay o~~~ 1991. ~a~ ~meas .... ~J~ (SEAL) SIGNED, SEALED, PUBLISHED, and DECLARED by Harry Scarmeas, as and for his Last Will and ~~y~ ~j Testament, on the day and year ' last above written, in the presence of us, who, at his request, in his presence, and ~~ Q. /~ in the presence of each other, all being present at the same time, have hereunto subscribed our names as witnesses: ~~ ~~ -5- SELF-PROVING AFFIDAVIT COMMONWEALTH OF PENNSYLVANIA : : SS. COUNTY OF CUMBERLAND : WE, Harry Scarmeas and Rose M. Fulton Theresa A. Love.joy , and Cheryl L. Davison , the Testator and the witnesses, respectively, whose names are signed to the attached or foregoing instrument, being first duly sworn, do hereby declare to the undersigned authority that the Testator signed and executed the instrument as his Last Will and that he had signed willingly (willingly directed another to sign for him), and that he executed it as his free and voluntary act for the purposes therein expressed, and that each of the witnesses, in the presence and hearing of the Testator, signed the Will as a witness and to the best of his or her knowledge the Testator was at that time eighteen (18) years of age or older, of sound mind, and under no constraint or undue influence. -r~ (~rm'~as, TestatOr Witness Witnes~ Subscribed, sworn to, and acknowledged before me by Harry Scarmeas, the Testator, and subscribed and sworn to before me by Rose M. Fulton , Theresa A. Love joy , and Cheryl L. Davison , witnesses, this 25th day of 3uly 1991. NOTAR1N.. SEAL - 6 - Kimberly A M~als, Notary Public Harrisburg, Dauphin County My Commission Expires Apr. 2, 1994 Register of Wills of Cumberland County, Pennsylvania INVENTORY Estate of Harry Scarmeas No. 2003-0160 also known as Date of Death December 22, 2002 , Deceased Social Security No. 033-10-1919 Carrie J. Pecht Personal Representative(s) of the above Estate, deceased, verify that the items appearing in the following inventory include all of the personal assets wherever situate and all of the real estate in the Commonwealth of Pennsylvania of said Decedent, that the valuation placed opposite each item of said Inventory represents its fair value as of the date of the Decedent's death, and that Decedent owned no real estate outside of the Commonwealth of Pennsylvania except that which appears in a memorandum at the end of this inventory. 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. ^ Personal Representative: Name of ~,~ ~ Attorney: Wayne M. Pecht , I.D. No.: 38904 Address: Keefer Wood Allen & Rahal, LLP Dated ~" ~ ~ 415 Fallowfield Road, SUite 301 Camp Hill, PA 17011-4906 Telephone: 717-612-5802 Description Value PNC Bank Checking Account#51-4011-9073 $2,904.36 CIGNA HealthCare - refund of life insurance premium 130.65 Camp Hill School District - refund of medical insurance premium 1,109.80 (Attach Additional Sheets if necessary) Total $4,144.81 NOTE: The Memorandum of real estate outside the Commonwealth of Pennsylvania may, at the election of the personal representative, include the value of each item, but such figures should not be extended into the total of the Inventory. COHHONWEALTH OF PENNSYLVANIA BUREAU OF INDIVIDUAL TAXES DEPARTHENT OF REVENUE INHERITANCE TAX DIVISION DEPT. Z8060! HARRISBURG, PA 17118-0601 NOTICE OF INHERITANCE TAX APPRAZSEHENT, ALLO#ANCE OR DZSALLOHANCE OF DEDUCTIONS AND ASSESSNENT OF TAX RE¥-I$~TEXAFP(Oi-g$) DATE 11-10-2005 ESTATE OF SCARHEAS HARRY DATE OF DEATH 12-22-2002 ~,~, FILE NUHBER 21 05-0160 '- ~-* COUNTY CUHBERLAND WAYNE H PECHT ACN 101 55 HIGH RIDGE TRL Amount Rem/tied HECHANICSBURG PA 17050 HAKE CHECK PAYABLE AND REHZT PAYHENT TO: REGISTER OF WILLS CUHI}ERLAND CO COURT HOUSE CARLISLE, PA 17015 CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS DZSALLOWANCE OF DEDUCTIONS AND ASSESSHENT OF TAX ESTATE OF SCARHEAS HARRY FILE NO. 21 05-0160 ACH 101 DATE 11-10-2005 TAX RETURN NAS: (X) ACCEPTED AS FILED ( ) CHANGED RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN I Real Estate (Schedule A) (1) . O0 NOTE: To insure proper 2 Stocks end Bonds (Schedule B) (2) . O0 cred/t to your account, $ Closely Held Stock/Pertnersh/p Znterest (Schedule C) ($) . O0 subm/t the upper portion q Hortgages/Notes Rece/veble (Schedule D) (q) . O0 of this form w/th your 5 Cash/Bank Depos/ts/H/sc. Personal Property (Schedule E) ($) 4; 144.81 tax payment. 6 Jo/ntly Owned Property (Schedule F) (6) . O0 7. Transfers (Schedule G} (7) .00 8. Total Assets (8) 4,144.81 APPROVE]) DEDUCTIONS AND EXEHPTZONS: 728.9:5 9. Funeral Expenses/Adm. Costs/Nisc. Expenses (Schedule H) (9) 10. Debts/Hortgage Liabilities/Liens (Schedule Z) (10) 3,188.01 11. Tote1 Deductions (11) 3. 916. 12. Net Value of Tax Return (12) 227.87 15. Char/table/Governmental Bequests; Non-elected 9115 Trusts (Schedule J) (15) . O0 lq. Net Value of Estate Subjec~ to Tax (Iq) 227.87 NOTE: Zf an assessment ~as issued previously, lines 1~, 15 and/or 16, 17, 18 and 19 reflect flgures that lnclude the total of ALL returns assessed to date. ASSESSHENT OF TAX: 1S. Amount of L/nm lq at Spouse1 rate (15). . O0 X O0 = . 16. Amount of L/nm lq taxable mt Lineal~Class A rate (16) 227.87 x 045 = 10.25 17. Amount of L/ne lq mt S/bl/ng rate (17) . O0 X 12 = . O0 18. Amount of L/ne lq taxebZe a~ Collateral/Class B re~e (18) . O0 X 15 = . O0 19. Principal Tax Due (19)= 10.25 TAX CREDITS: I PAYMENT RECEZ~'T DISCOUNT (+~ AHOUNT PAID DATE NUNBER INTEREST/PEN PA/D (-) 09-22-2005 CD005045 . O0 10.25 TOTAL TAX CREDIT 10.25 BALANCE OF TAX DUEI .00 INTEREST AND PEN. .00 TOTAL DUE .00 IF PAID AFTER DATE INDICATED, SEE REVERSE ( ZF TOTAL DUE IS LESS THAN $1, NO PAYNENT ZS RE~U~RED. FOR CALCULATION OF ADDITIONAL INTEREST. ZF TOTAL DUE ZS REFLECTED AS A "CREDIT' (CR), YOU NAY BE DUE A REFUND. SEE REVERSE S[DE OF THIS FORN FOR INSTRUCTIONS.) RESERVATION: Estates of decadents dying on or before December 11, 1981 -- if any futura interest in the estate is transferred in possession or enjoyment to Class B (callataral) beneficiaries of tho decedent after the expiration of any estate for life or for years, the Commonwealth hereby axprassly rmserves the right to appraise and assess transfer Inheritance Taxes at the lawful Class 8 (collateral) rate on any such future interest. PURPOSE OF NOTICE: To fulfill the requirements of Section 1140 of the Inharitanca and Estate Tax Act, Act 13 of ZOO0. (72 P.S. Section 91~0). PAYHENT: Detach the top partion of this Notice and submit with your payment to the Register of Nills printed on the reverse side. --Hake check or money order payable to: REGISTER OF HILLS, AGENT REFUND (CR): A refund of a tax credit, which mas nat requested on the Tax Return, may ba requested by completing an "Application for Refund of Pennsylvania Inheritance and Estate Tax" (REV-1515). Applications ara available at the Office of the Register of Hills, any of tha Z5 Revenue District Offices, or by calling the special Z4-hour answering service for forms ordering: 1-800-56Z-Z050; services for taxpayers with special hearing and / or speaking needs: 1-800-447-50Z0 (TT only). OBJECTIONS: Any party in interest not satisfied with the appraisement, allowance, or disallowance of deductions, ar assessment of tax (including discount or interest) as sheen on this Notice must object within sixty (60) days of receipt of this Notice by: --written protest to the PA Department of Revenue, Board of Appeals, Dept. 281021, Harrisburg, PA 17128-1021, OR --election to have the matter determined at audit of the account of the personal representative, OR --appeal to the Orphans' Court. ADMIN- ISTRATIVE CORRECTIONS: Factual errors discovered on this assessment should be addressed in writing to: PA Department of Revenue, Bureau of Individual Taxes, ATTN: Post Assessment Revise Unit, Dept. Z80601, Harrisburg, PA 171Z8-0601 Phone (717) 787-6505. See page 5 of the booklet "Instructions for Inheritance Tax Return for a Resident Decedent" (REV-1501) for an explanation of administratively correctable errors. DISCOUNT: If any tax due is paid within three (5) calendar months after the dscadent's death, a five percent (SI) discount of the tax paid is allowed, PENALTY: The 15Z tax amnesty non-participation penalty is computed on the total of the tax and interest assessed, and not paid before January 18, 1996, the first day after the and of the tax amnesty period. This non-participation penalty is appealable in the same manner and in the the same tiaa period as you would appeal the tax and interest that has been assessed as indicated on this notice. INTEREST: Intarast is charged beginning with first day of delinquency, or nine (9) months and one (1) day from the date of death, to the date of payment. Taxes which became delinquent before January 1, 198Z bear interest at the rate of six (6X) percent per annum calculated at a daily rate of .000166. Ail taxes ehich became delinquent on and after January 1, 198Z will bear interest at a rate which eJll vary from calendar year to calendar year with that rate announced by the PA Department of Revenue. Tha applicable interest rates for 198Z through ZOO5 are: Interest Daily Interest Daily Interest Daily Year Rate Factor Year Rate Factor Year Rate Factor 1982 ZOZ .000548 1987 9Z .0002~7 1999 7Z .000192 1985 161 .000~58 1988-1991 111 .000501 ZOO0 8Z .000119 1984 IZZ .00050! 1992 91 .OOOZ~7 200Z 91 .000Z47 1985 152 .000556 1995-1994 72 .000192 2002 62 .000166 1986 101 .000274 1995-1998 91 .000247 2005 51 .000157 --Interest is calculated as follows: TNTEREST = BALANCE OF TAX UNPAID X NUHBER OF DAYS DBLTNQUENT X DAILY TNTEREST FACTOR --Any Notice issued after the tax becomes delinquant will reflect an interest calculation to fifteen (15) days beyond the date of the assessment. If payment is made after tha intarest computation date shown on the Notica, additional interest must be calculated. REIDENBACH, HENDERSON & PECHT Suite 200 1205 Manor Drive Mechanicsburg, PA 17055 Kenneth G. Reidenbach, II* Herbert P. Henderson, II Telephone 717-691-9810 Fax 717-766-3361 Wayne M. Pecht*+ e-mail wmpecht@law-for-you.com * Member of California Bar + CPA/LLM in Taxation June 21, 2004 Glenda Farner Strasbaugh Register of Wills Cumberland County Courthouse One Courthouse Square Carlisle, PA 17013-3387 RE: Estate of Harry Scarmeas, Deceased Dear Ms. Strasbaugh: Enclosed is an Estate Settlement Agreement and Final Accounting for the Estate of Harry Scarmeas, deceased. We are also enclosing a check in the amount of $17.00, representing the filing fee of the Agreement. A copy has been included for you to date-stamp and return to me in the enclosed, self-addressed, stamped envelope. Thank you for your continuing cooperation. Very truly yours, REIDENBACH, HENDERSON & PECHT By: ~ Wayne M. Pecht WMP/ble Enclosure Lancaster .0~ lice The Cipher ~uilding 36 East Kine Street Telepkone: 717-295-9159 Lancaster, ~A 17602 [~'ax: 717-295-1225 IN THE MATTER OF THE ' IN THE COURT OF COMMON PLEAS OF ESTATE OF HARRY SCARMEAS, · CUMBERLAND COUNTY, PENNSYLVANIA DECEASED ' ORPHANS' COURT DIVISION · NO. 2003-00160 ESTATE SETTLEMENT AGREEMENT THIS AGREEMENT, made this day of June 2004, WITNESSETH. THE CIRCUMSTANCES leading up to the execution of this Agreement are as follows: 1. Harry Scarmeas (the "Decedent"), an adult individual, died testate on December 22, 2002, and Carrie J. Pecht duly qualified with the Register of Wills of Cumberland County, Pennsylvania, as Executrix (the "Executrix") of his probate Estate (the "Estate"). 2. Article IV of the Will provides as follows: "I give, devise, and bequeath the rest, residue and remainder of my estate, real and personal, to my issue, in equal shares, per stirpes and not per capita." 3. Decedent's son died on November 14, 2003, during the administration of Decedent's estate. 4. Carrie J. Pecht and the Estate of John H. Scarmeas, deceased, (the Beneficiaries") desire the Executrix to settle the Estate informally in order to avoid the expense and delay involved with the formal adjudication of a First and Final Account by the Orphans' Court Division of the Court of Common Pleas of Cumberland County, Pennsylvania (the "Court"). 5. The Beneficiaries desire to forever settle and compromise any and all claims and rights which they may possess, now or hereafter, in the Estate and to confirm their acceptance of the Informal Account (the "Account") and the Schedule of Distribution (the "Schedule") which are attached hereto as Exhibits "A" and "B", respectively, and incorporated herein by this reference. The Beneficiaries desire that the terms of the Schedule be in full satisfaction of their rights in the Estate. 6. The Beneficiaries wish to release the Executrix and to indemnify her against any and all claims that may be asserted against the Estate or the Executrix after the date hereof. 7. The Executrix is willing to settle the Estate informally in consideration of the indemnifications hereinafter provided by the Beneficiaries. NOW, THEREFORE, in consideration of the foregoing and intending to be legally bound, jointly and severally, the Beneficiaries, for themselves, their heirs, personal representatives, successors and assigns: 1. Represent and warrant that they have read and understand this Agreement and confirm that the facts set forth above are true and correct, to the best of their knowledge, information, and belief. 2. Acknowledge receipt of a copy of the Account and a copy of the Schedule. 3. Declare that they have had the opportunity to review the Account and based upon an examination (or on their decision not to make such an examination), they are satisfied that they have sufficient information to make an informed waiver of their right to a formal accounting with the Court, and do hereby waive the filing and auditing of the same. 4. Accept the Account, examined or not, as if the same had been duly filed with and audited, adjudicated, and confirmed absolutely by the Court. 5. Acknowledge that the distributive share or amount received shall be in full satisfaction of their respective entitlements under the Will, and ac- knowledge that they have each received their respective shares. 6. Release, remise, quitclaim and forever discharge the Executrix, her heirs, personal representatives, successors and assigns, from and against all claims that they, as residuary legatees and heirs had, now have, or may in the future have, in connection with the Estate. 7. Agree to refund on demand, all or any part of any aforesaid distribution, which has been determined by the Executrix, or by the Court, or by any court of competent jurisdiction to have been improperly made. 8. Agree to indemnify and hold harmless the Executrix, her heirs, personal representatives, successors and assigns, from and against any and all claims, loss, liability or damage (whether or not related to the negligence of the Executrix) that may hereafter be asserted against the Estate or against the Executrix. 9. Consent to the Court exercising personal jurisdiction over them in any suit or action arising out of the enforcement of this Agreement. IN WITNESS WHEREOF, and intending to be legally bound, the Beneficiaries have placed their hands and seals on the attached Consents to this Estate Settlement Agreement. CONSENT TO ESTATE SETTLEMENT AGREEMENT I, Carrie J. Pecht, hereby consent to and join in the Estate Settlement Agreement relating to the Estate of Harry Scarmeas, deceased, a copy of which Estate Settlement Agreement has been provided to me. COMMONWEALTH OF PENNSYLVANIA - · SS. COUNTY OF CUMBERLAND On this, the ~,M day of June 2004, before me, the undersigned officer, personally appeared CARRIE J. PECHT, known to me (or satisfactorily proven) to be the person whose name is subscribed to the within instrument, and acknowledged that she executed the same in the capacities and for the purposes therein contained. IN WITNESS WHEREOF, I hereunder set my hand and official seal. Notary Public 4 CONSENT TO ESTATE SETTLEMENT AGREEMENT I, Mary Scarmeas, Administratrix for the Estate of John H. Scarmeas, deceased, hereby consent to and join in the Estate Settlement Agreement relating to the Estate of Harry Scarmeas, deceased, a copy of which Estate Settlement Agreement has been provided to me. Administratrix ofth~) Estate of John H. Scarmeas STATE OF KANSAS · · SS. COUNTY OF SEDGB/ICK · On this, the i[ Hq day of May 2004, before me, the undersigned officer, personally appeared % Mary Scarmeas, Administratrix of the Estate of John H. Scarmeas, deceased, known to me (or satisfactorily proven) to be the person whose name is subscribed to the within instrument, and acknowledged that he executed the same in the capacities and for the purposes therein contained. 15,,~ WITb,~ESS WHEREOF, I hereunder set my hand and official seal. Uy ~t~j4~ ,~?~, ~, {o [ Notar~ Public L EXHIBIT "A" ESTATE OF HARRY SCARMEAS CIGNA HealthCare - refund of life insurance premium $ 130.65 PNC Bank Checking Account #51-4001-9073 $2,904.36 Camp Hill School District - refund of medical insurance premium .$1,109.80 TOTAL $4,144.81 Expenses: Classification and order of payments per PEF Code {3392 1. Cost of Administration Probate Costs $ 80.00 Legal Advertising $192.61 Attorneys Fees $ 0.00 Register of Wills Filing Fees (Cumberland County) $ 25.00 TOTAL $297.61 2 Costs of the decedent's funeral and burial; costs of medicines furnished within 6 months of death; cost of medical and nursing services performed within 6 months of death; cost of hospital services including maintenance provided within 6 months of death; Pealers $ 431.32 Alert Phy. at Bethany Village $ 83.86 Bethany Village $ 2,857.99 HBCS- Holy Spirit Hospital $ 96.00 Mobile X-ray Imaging $ 26.77 Credit Plus Collection Service (balance due For West Shore EMS) $ 84.75 Silver Spring Ambulance $ 38.64 TOTAL $ 3,619.33 NET AMOUNT AVAILABLE FOR DISTRIBUTION $ 227.87 EXHIBIT "B" SCHEDULE OF DISTRIBUTION 1. Carrie J. Pecht Cash $ 96.93 2. Estate of John H. Scarmeas, deceased Cash $130.94 TOTAL AMOUNT DISTRIBUTED $227.87 Cumberland County - Register Of Wills Hanover and High Street Carlisle, PA 17013 Phone: (717) 240-6345 Date: 11/10/2004 PECHT WAYNE M ESQUIRE 1205 MANOR DRIVE SUITE 200 CAMP HILL, PA 17011-4906 RE: Estate of SCARMEAS HARRY File Number: 2003-00160 Dear Sir/Madam: St has come to my attention that you have not filed the Status Report by Personal Representative (Rule 6 12) in the above captioned estate. · As per the AMENDMENTS TO SUPREME COURT ORPHANS, COURT RULES, NO. 103 SUPREME COURT RULES DOCKET NO. !, for decedents dying on or after July 1, 1992, the personal representative or his counsel, within two (2) years of the decedent,s death, shall file with the Register of Wills a Status Report of completed or uncompleted administration. This filing will become delinquent on: 12/22/2004 Your prompt attention to this matter will be appreciated. Thank You. S~ncerely, GLENDA PARNER STRASBAUGH REGISTER OF WILLS cc: File Personal Representative(s) Judge STATUS REPORT UNDER RULE 6.12 Name of Decedent: Harry Scarmeas Date of Death: December 22, 2002 Will No.: 2003-00160 Admin. No.' ~ Pursuant to Rule 6.12 of the Supreme Court Orphans' Com-t Rules, I report the following with respect to completion of the administration of the above-captioned estate: 1. State whether administration of the estate is complete: Yes [] No i~] 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 ~7] b. The separate Orphans' Com't No. (if any) for the personal representative's account is: c. Did the personal representative state an account informally to the parties in interest? Yes [] No ['-] c. Copies of receipts, releases, joinders and approval of formal or informal accounts may be filed with the Clerk of the Orph~s' Court and may be attached to this report. Date: 11- ).--o~ /A//~ ,~ Signature Wayne M. Pecht, Esquire :- Pecht & Associates, PC ~-- 1205 Manor Drive, Suite 200 ~ Mechanicsburg, PA 17055-4917 ': :: Address ~: 717-691-9808 ~ ~U Telephone No. C%¢acity: [--] Personal P..epresep2ative [] Counsel for personal representative