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HomeMy WebLinkAbout03-0849PETITION FOR PROBATE and GRANT OF LETTERS Esta/¢ of Pauline M. Harro No. also known as To: Social Security No. 703-10-5943 Deceased. Register of Wills for the County of Cumberland _ Commonwealth of Pennsylvania The petition of the undersigned respectfully represents that: Your petitioner(s), who is/are 18 years of age or older an the execmor in the last will of the above decedent, dated August 15, 2001 and codicil(s) dated None, in the named ,19.__ (state reJevanl circiirllSlallces, e.g. rentlRCialiOll, death of executor, etc.) Decendent was domiciled at death in Cumberland County, Pennsylvania, with h_9_r ......... last family or principal residence at 325 Wesley_ Dr±ye, Apt. 3311, Mechan4 csburg, PA 17055 (list su'cet, number and mtmcipality) Decendent, then 84 years of age, died October 9, x,~gg( 2003 , at Lower Alken Township, Cumberland County Except as Follo;vs, decedent did not marry, was not divorced and did not have a child born or adopted after execution oF the will offered for probate; was not the victim oF a killing and was never adjudicated incompetent: Decendent at death owned property with estimated values as follows: (If domiciled in Pa.) All personal property (If not domiciled in Pa.) Personal property in Pennsylvania (If not domiciled in Pa.) Personal property in County Value o1' real estate in Pennsylvania situated as follows: None $ 8,400.00 WHEREFORE, petitioner(s) respectfully requ&st(s,~ the probate of the last will and codicil(s) presented herewith and the grant of letters / _~_.. ¢<yt'~,l.h~.,,:at (leslamentar;'; administfj~tion c.t.a.; adminislration d.b.n.c.t.a.) theron. Richard R. Harro 2 Princeton Lane ~ew Fairfie!d~ CT 06812 OATH OF PERSONAL REPRESENTATIVE COMMONWEALTH OF PENNSYLVANIA ~ COUNTY OF eumberlar~ 3>- ss The petitioner(s) above-named swear(s) or affirm(s) that the statements in the foregoing petition are true and correct to the best of the knowledge and belief of petitioner(s) and that as personal represen- tative(s) of the above decedent petitioner(s) will well and truly administer the estate according to law. Sworn to or affirmed and subscribed before me this 16th __ __ day of /"1 ___ Oct~.. . ,q I'~ 2003 /7-/70--J3 ~ O. 21-2003-849 Estate of PAULINE M. HARRO , Deceased DECREE OF PROBATE AND GRANT OF LETTERS AND NOW October 17th :~2003 , in consideration of the petition on the reverse side hereof, satisfactory proof having been presented before me, IT IS DECREED that the instrument(s) dated August 15, 2001 described therein be admitted to probate and filed of record as the last will of Pauline M. Harro and Letters Testamentary are hereby granted to_ Richard R. l-larro FEES Probate, Letters, Etc .......... $ 40.00 Short Certificates(5) .......... $ 15.00 ~ .x~x...(.2 )..x.-.Pag.e.s $ 6.00 JCP Fee 10.00 $ TOTAL __ $ 71.00 Filed .Oc'cobe~' -t7th,.2003 .............. M&iled Letters to Attorney on 10/17/03 Donna M. Otto, 1st Deputy - Terrence J. Kerwin, Esquire 29922 ATTORNEY (Sup. Ct. I.D. No.) 27 Nnrrh Frnnt ,qtroot: ~rri,~burg, PA ADDRESS (717) 238-4765 PHONE Register of Wills of Cumberland County, Pennsylvania OATH OF SUBSCRIBING WITNESS Estate of PAULINE M. HARRO also known as , Deceased No. 21-2003-849 Terrence J. Kerwin and Holly M. Kerwin (each) a subscribing witness to the [] codicil(s) []will(s) presented herewith, (each) being duly qualified according to law depose(s) and say(s) that she/he/they was/were present and saw the above Testator(rix) sign the same and that she/he/they signed as a witness at the request of Testator(rix) in his/her/their presence and [] in the presence of each other [] in the presence of the other subscribing witness(es). v -~/, (Signature) Sworn to or affirmed and subscribed before me this 16th day of October , 20 03 Notary Public My Commission Expires: (Signature and seal of Notary or other officie~ qualified to administer oaths, Show date cf expiration of Notary's commission,) 4245 ROUTE 209, ELIZABETHVILLE, PA (Address) ~ /'~/~ ' ~(Signature~ 4245 ROUTE 209, ELIZABETHVILLE, PA (Address) Notarial Seal Nancy J. Ligon. Notary Public Washington Twp., Dauphin County My Commission Expires May 21, 2005 Member, Pen~5,tva~ia Association of Notaries NOTE: To be taken by officer authorized to administer oaths. Please have present the original or copy of Instrument(s) at time of notarization. his is to certify that the information here given is correctly copied from an original certificate of death duly filed with me as Local Registrar. The original certificate will be forwarded to the State Vital Records Office for permanent filing. WARNING: It is illegal to duplicate this copy by photostat or photograph. Fee for this certificate, $2.00 P 9648396 No. Local Registrar Date Rev ~87 NAME OF DECEDENT (P~s~ M*O(lle. Lam; l::~.~l"ir'E~ M. l"l!tl:rO COMMONWEALTH OF PENNSYLVANIA * DEPARTMENT OF HEALTH · VITAL RECORDS CERTIFICATE OF DEATH , · m. 12 (~,a / o *~s+, AC~U~ ... ~.,~e~sylv~ia ~ ,~..~ ~. ~ ~. ~r All~ .ES,~NDE ~ 325 Wesley Dr. ~ hpt. 3311 ,.. Mechanicsburg, PA 17055 Relsher Coble INFORMANT'S NAME ('}'ype/Prml) ,~. Richard R. Harro l,'M%%.%.~TM %~t. ~4, 2003 $ SUCH LICENSE NUMBER INAME OADONAME AND ADORE~i OF FACILITY ,---, .,,,,1.,.. ~..-::- ~.-0~ ,_,,.._.. ..... . !::~J[{~y~,(Z~ ~ ~ ~l ~lh. ~ ~ ¢ ¢~ ~ (M~ Day. ~r)~ ~S C~ ~Fc~ED ~ MED~& E~MINE~ER? . / ,~.~,~ .. C V~ , ~ den o c a, c,'~o.- i C ~ t~ , It'~JURy AT WORK? ,,.,. ,,. J.'t S/t,'~ 7='. ~ /t"r -v-//u., /.~.~) 3~. c_ ..~ ,t.~ .,¢ i/tot. ~,,1- 170Il 21-2003-849 GREGORY M. KeRWIN TERRENCE J. KErWIN JOSEPH D. KeRWIN HOllY MCCLURe KerwlN aTTORNEYS AT LAW LAST WILL AND TESTAMENT OF PAULINE M. HARRO I, PAULINE M. HARRO, of the Township of Lower Allen, County of Cumberland &nd Commonwealth of Pennsylvania, being of sound mind, memory and understanding, do make and publish this, my Last Will and Testament, hereby revoking and making void all former Wills by me at any time heretofore made. FIRST: I direct my hereinafter named Executor to pay all my legally enforceable debts, funeral expenses, administration expenses, and inheritance, estate, succession or excise taxes, which I owe or may become due on account of my death, as soon as may be convenient after my decease. SECOND: I give and bequeath my diamond engagement ring and wedding ring to my granddaughter, KEELY HARRO. THIRD: I give and granddaughter, DORIE HARRO. bequeath my ring with four diamonds to my I give and bequeath my diamond earrings to my granddaughter, FIFTH: I give and bequeath the sum of One Thousand Dollars ($1,000.00) to my grandson, DOUGLAS HARRO. to my grandson, JOHN HARRO. Page 1 of 3 Pages I give and bequeath the sum of One Thousand Dollars ($1,000.00) PAULINE M. HARRO (SEAL) GREGORY M, Ki:RWlN TERRENCe J. KERWIN JOSEPH D. KerwiN HOLLY MCCLURE KERWIN ATTORNEYS AT LAW SEVENTH: I give and bequeath the sum of One Thousand Dollars ($1,000.00) to my grandson, RYAN HARRO and my grandson, TROY HARRO. EIGHTH: HARRO. I give and bequeath my grandfather clock to my son, RONALD L. NINTH: HARR0. I give and bequeath my block front desk to my son, ROBERT E. TENTH: I give and bequeath my comer cupboard, my Chippendale armchair, my Queen Anne's wingback chair, and my silver chest and its contents including the twelve place settings to my son, RICHARD R. HARRO. ELEVENTH: I give and bequeath my tangible personal property not hereinbefore mentioned unto my three (3) sons, RONALD L. HARRO, ROBERT E. HARRO and RICHARD R. HARRO, to be divided among them in as equal shares as are possible and as they may agree among themselves. TWELFTH: I give, devise and bequeath all the rest, residue and remainder of my property, be it real, personal and mixed, whatsoever and wheresoever the same may be situate at the time of my death in equal shares as follows: Ao One-third (1/3) of the residue of my estate is to pass to my son, RONALD L. HARRO. In the event my son, RONALD L. HARRO, predeceases me, I direct that his share of my estate shall pass to his wife, HELEN Page 2 of 3 Pages One-third (1/3) of the residue of my estate is to pass to my son, ROBERT E. HARRO. In the event my son, ROBERT E. HARRO, PAULINE M. HARRO (SEAL) GREGORY M. KERWIN TERRENCE J. KERWIN JOSEPH D. KErWIN HOllY MCCLURE KeRwIN ATTORNEYS AT LAW predeceases me, I direct that his share of my estate shall pass to his daughters, DORIE HARRO, ADREA HARRO and KEELY HARRO, in equal shares. Co One-third (1/3) of the residue of my estate is to pass to my son, R/CHARD R. HARRO. In the event my son, R/CHARD R. HARRO, predeceases me, I direct that his share of my estate shall pass to his wife, CINDY HARRO. THIRTEENTH: I nominate, constitute and appoint my son, R/CHARD R. HARRO, as Executor of this, my Last Will and Testamem, authorizing and empowering him to sell and convey any and all real estate of which I may die seized and possessed. I further direct that my Executor or personal representative shall not be required to post bond to act in said capacity. IN WITNESS WHEREOF, I, PAULINE M. HARRO, have hereumo set my hand and seal to this, my Last Will and Testament, this ! 5'9~day of ~.X~/LsL~, 2001. SIGNED, SEALED, PUBLISHED and DECLARED by the above- named Testatrix, PAULINE M. HARRO, as and for her Last Will and Testament, in the presence of us, who at her request and in the presence of each other, have hereunto set our names as witnesses: Residing at: .~ , Resid~g at: Page 3 of 3 Pages ~ C:\MLB\WILL\HARRO.PMH PAULINE M. HARRO ~f PA~I~ H. NA~O KERWlN AND KERWIN ATTORNEYS AT LAW 4;~4,~ ROUTE :='09 ELIZABETHVILLE, PA 170~3 CERTIFICATION OF NOTICE UNDER RULE 5.6(a) Name of Decedent: Pauline M. Harro Date of Death: October 9, 2003 No. 2003-00849 To the Register: I certify that notice of estate administration required by Rule 5.7 of the Orphans' Court Rules was served on or mailed to the following beneficiaries of the above-captioned estate on October 28, 2003. Name: Ric]~:ard R. Harro Ronald Harro Robert Harro Douglas Harro John Harro Doria Foote Adrea Coughlin Kelly Faris Ryan Harro Troy Harro c. Address: 2 Princeton Lane, New Fairfield, CT 06812 14635 SW Bonanza Ct., Beaverton, OR 97005 16445 Cagan Grove//108, Clermont, FL 34711 614 E. Foster Ave., Coeur D'Alene, ID 83814 444 Hunter Court, Klamath Falls, OR 97603 62 Country Walk, Shelton, CT 06484 16108 Dorchester Blvd., Clermont, FL 34711 304 Fairview Drive, Hurricane, WV 25526 2 Princeton Lane, New Fairfield, CT 06812 2 Princeton Lane, New Fairfield, CT 06812 Notice has nOW been given to all persons entitled thereto under Rule 5.7 except: NONE Date: Octobei:~_}28, 2003 Signature: ~.v,ma/z~_/../ff') ~S;~.. ' Name: Teri'en~$ & Kerw/i~ Address: 4245 Route 209"' Elizabethville, PA 17023 Telephone: (717) 362-3215 Capacity: Personal Representative X Counsel for Personal Representative D:\MLB\EST\5-6.HAR KERWIN & KERWIN ATTORNEYS AT LAW 4245 ROUTE 2O9 ELIZABETHVILLE, PA 17023 (717) 362-3215 (717) 896-9089 FAX (717) 362-4459 E-maih kkl@epix.net GOVERNORS' ROW 27 NORTH FRONT STREET HARRISBURG, PA 17101 (717) 238-4765 FAX (717) 238-8455 Please Reply To: ~ ELIZABETHVILLE OFFICE ~ HARRISBURG OFFICE PATRICK E. KERWIN (1913-1987) GREGORY M. KERWIN - GMK~~.com TERRENCE J. KERWIN - KK@Kerwinlawfirm.com JOSEPH D. KERWIN - JDK@Kerwinlawfinn. com HOLLY McCLURE KERWIN - KK@Kerwinlawfirm.com January 5, 2004 Register of Wills Cumberland County Courthouse 1 Courthouse Square Carlisle, PA 17013 RE: Estate of Pauline M. Harro Estate No.: 2003-00849 Dear Register of Wills: Please find enclosed herewith a check payable to the Register of Wills, Agent for payment towards the inheritance tax due in the above Estate within the three month discount period. I have enclosed a self- addressed, stamped envelope for return of the receipt to me. Thank you for your kind attention. Very truly yours, TJK:lak Enclosures Please use postmark date if not TERRENCE J. KERWIN received by January 9, 2004. KERWIN & KERWIN ATTORNEYS AT LAW 4245 ROUTE 209 ELIZABETHV1LLE, PENNSYLVANIA 17023 REGISTER OF WILLS CUMBERLAND COUNTY COURTHOUSE 1 COURTHOUSE SQUARE CARLISLE, PA 17013 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 NO. REV-1162 EX(11-96) CD O03413 KERWlN TERRENCE J ESQ E. MAIN STREET RR01 BOX 566 ELIZABETHVILLE, PA 17023-9765 ........ fold ESTATE INFORMATION: SSN: 203-10-5943 FILE NUMBER: 21 03-0849 DECEDENT NAME: HARRO PAULINE M DATE OF PAYMENT: 01/06/2004 POSTMARK DATE: 01/05/2004 COUNTY: CUMBERLAND DATE OF DEATH: 1 0/09/2003 ACN ASSESSMENT CONTROL NUMBER AMOUNT 101 $10,000.00 REMARKS: TOTAL AMOUNT PAID: $10,000.00 SEAL CHECK# 1015 INITIALS: VZ RECEIVED BY' REGISTER OF WILLS GLENDA FARNER STRASBAUGH DEPUTY REGISTER OF WILLS KERWIN & KERWIN ATTORNEYS AT LAW 4245 ROUTE 209 ELIZABETHVILLE, PA 17023 (717) 362-3215 (717) 896-9089 FAX (717) 362-4459 E-mad: kkl@epix.net GOVERNORS' ROW 27 NORTH FRONT STREET HARRISBURG, PA 17101 (717) 238-4765 FAX (717) 238-8455 Please Reply To: ~ ELIZABETHVILLE OFFICE fi HARRISBURG OFFICE July 1, 2004 Cumberland County Register of Wills Hanover and High Street Carlisle, PA 17013 Re: Estate of Pauline M. Harro Estate No. 2003-00849 PATRICK E. KERWIN (1913-1987) GREGORY M. I~RWIN o GMK~Kerwhdawfirm.com TERRENCE J. KERWIN - KK@Kerwinlawfirm.com JOSEPH D. KERWIN - JDK@Kerwin]awfirm.com HOLLY McCLURE KERWIN - KK@Kerwinlawfirm.com Dear Register of Wills: Please find enclosed herewith for filing an original and two (2) copies of the Pennsylvania Inheritance Tax Return and the Cumberland County Inventory. Also enclosed is a check payable to the "Register of Wills, Agent" in the amount of $652.52 for payment of the inheritance tax due as well as a check in the amount of $10.00 for the filing of the Inventory. I have enclosed a self-addressed, stamped envelope for your convenience in returning the clocked- in copies and Receipt to me. Thank you for your kind assistance. Very truly yours, TJK:pjw Enclosures TERRENCE J. KERWIN D:\PJW\LET\REG~WL-C.EST Register of Wills of Cumberland County, INVENTORY Pennsylvania Estate of Pauline M. Harro also known as No. 2003-00849 Date of Death 10/09/2003 , Deceased Social Security No. 203-10-5943 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, lANe 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: ~ .~ ~., ~ Richard R. Harro I.D. No.: Terrence J. Kerwin, Esquire 29922 Address: 4245 Route 209 Dated Elizabethville, PA 17023 Telephone: (717) 362-3215 Description 1. Checking Account #5140296707, PNC Bank 2. Diamond engagement and wedding ring 3. 4-diamond ring 4. Diamond earrings 5. 8-Day English Tall Case Clock, 18'h Century 6. English Block Front Chippendale Desk 7. 12 pane walnut corner cupboard 8. Centennial arm chair 9. Louis XVth Wing Chair (Queen Anne) 10. Silver chest and 12-piece place setting 11. Various furniture and personal property items 12. 53 Shares MetLife Stock 13. Medical Reimbursements (Attach Additional Sheets if necessary) Value $8,404.~ $1,5oo:~ $1,500~00 $1,500~C~:) $4,000.1:)0 15,00d.~O $1,800.00 $500~00 $600,~)0 $4,200'3~0 $3,000.00 $1,929.00 $893.00 Total: $44,826.00 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. D:\PJW\EST\HARRO-P.INV 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 NO. REV-1162 EX(11-96) CD 004112 KERWlN TERRENCE J ESQ E. MAIN STREET RR01 BOX 566 ELIZABETHVILLE, PA 17023-9765 ........ fold ESTATE INFORMATION: SSN: 203-10-5943 FILE NUMBER: 2103-0849 DECEDENT NAME: HARRO PAULINE M DATE OF PAYMENT: 07/02/2004 POSTMARK DATE: 07/01/2004 COUNTY: CUMBERLAND DATE OF DEATH: 10/09/2003 ACN ASSESSMENT CONTROL NUMBER AMOUNT 101 $652.52 REMARKS: TOTAL AMOUNT PAID: $652.52 SEAL CHECK# 1021 INITIALS' JA RECEIVED BY: GLENDA FARNER STRASBAUGH REGISTER OF WILLS REGISTER OF WILLS KERWIN & KERWIN Attorneys at Law 4245 Route 209 Elizabethville, PA 17023 COl4BE~ COUNTY REGISTER OF I~ILLS HANOVER AND HIGH STREET CARLISLE, PA 17013 REV-1500 EX + (6-00) COMMONWEALTH OF PENNSYLVANIA DEPARTMENTOFREVENUE DEPT. 280601 HARRISBURG, PA17128-0601 D E ¢ E D E N T CAPB HpRL EpIO cRAC KOTK ES ¢ O R R E S C O M T I O REV-1500 INHERITANCE TAX RETURN RESIDENT DECEDENT OFFICIAL USE ONLY FILE NUMBER Z I 0,.3 COUNTY CODE YEAR NUMBER DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL) SOCIAL SECURITY NUMBER Harro Pauline M. 203-10-5943 DATE OF BIRTH (MM-DD-YEAR) o6/25/1919 DATE OF DEATH (MM-DP-YEAR) 1~97t~003 THIS RETURN MUST BE RI_ED IN DUPLICA REGISTER OF WILLS SOCIAL SECURITY NUMBER (IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL) Supplemental Return I J 3. t,~n~ ,~mfd ah ~'N{~r~§[§~,~ Compromise <date Of death after 12-12- 5. Beqed'edl Maintained a Living Trust 8. ,t,~oJ~opy of Trust) Spousal Povedy Credit ~ 1 1. ~f death between 12-31-91 and 1-1-95) Remainder Return (pdda Federal Estate Tax Return Total Number ot Sate Depo Election to tax under Sec. 9 (Attach Sch O)  1. Odginal Return ~ 2. 4. Limited Estate 48. 6. Decedent Died Testate 7. (Attach copy of Will) E~ 9. Litigation Proceeds Received[--'--~ 10. COMPLETE MAILING ADDRESS 4245 Route 209 Elizabethville, PA 17023 NAME Terrence J. Kerwin, Esquire FIRM NAME (If Applicable) Kerwin and Kerwin TELEPHONE NUMBER 717,//362 - 3215 None No~e None None 44,826.00 None 223,977.00 20,383.64 1Real Estate (Schedule A) (1) 2Stocks and Bonds (Schedule B) (2) 3Closely Held Corporation, Partnership or (3) Sole-Proprietorship 4Mortgages & Notes Receivable (Schedule D) (4) 5Cash, Bank Deposits & Miscellaneous Personal Property (5) (Schedule E) 6Jointly Owned Property (Schedule F) (6) [~Separate Billing Requested 7~nter-Vivos Transfers & Miscellaneous Non-Probate Property (7) (Schedule G or L) 8.Total Gross Assets (total Lines 1-7) 9Funeral Expenses & Administrative Costs (Schedule H) (9) 10Debts of Decedent, Mot[gage Liabilities, & Liens (Schedule l) (10) 1 frotal Deductions (total Lines 9 & 10) 1;;~let Value of Estate (Line 8 minus Line 11) None OFFICIAL USE ONLY (8) 268,803.00 (11) 20,383.64 (12) 248,419.36 (13) (14) 248,419.36 13~haritable and Governmental Bequests/Sec 9113 Trusts for which an election to tax has not been made (Schedule J) l~et Value Subject to Tax (Line 12 minus Line 13) SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES X .0 0 (15) 0.00 248,419.36 X .0 45 (16) 11,178.87 X .12 (17) O. O0 x .15 (18) 0.00 1,~,mount of Line 14 taxable at the spousal tax rate. or transfers under Sec. 9116(a)(1.2) 16~,mount of Line 14 taxable at lineal rate 17Amount of Line 14 taxable at sibling rate 18~mount of Line 14 taxable at collateral rate 19tax Due (19) 11,178.87 Copyright (c) 2000 form software only The Lackner Group, Inc. Form REV-1500 EX (Rev. 6-00) Decedent's Complete Address: STREET ADDRESS 325 Wesley Drive, Apt. 3311 CITY Mechanicsbur5 Tax Payments and Credits: 1.Tax Due (Page 1 Line 19) 2Credits/Payments A. Spousal Poverty Credit B. Prior Payments C. Discount 3~nteresVPenalty if applicable D. Interest E. Penalty STATE ZiP PA 17055 0.00 10,000.00 526.32 (~) 11,178.8~ Total Credits ( A + B + C ) (2) 10,526.32 Total Interest/Penalty ( D + E ) (3) 4Jr 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~f 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. (SA) B. Enter the total of Line 5 + 5A. This is the BALANCE DUE. (5B) 0.00 0.00 652.5f 0.00 Make Check Payable to: REGISTER OF WILLS, AGENT PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS 1Did decedent make a transfer and: Yes No a. retain the use or income of the property transferred' b. retain the right to designate who shall use the property transferred or its income; ........... c. retain a reversionary interest' or d. receive the promise for life of either payments, benefits or care? 2If death occurred after December 12, 1982, did decedent transfer property within one year of death without receiving adequate consideration? 3Did decedent own an "in trust for" or payable upon death bank account or security at his or her death? 4Did decedent own an Individual Retirement Account, annuity, or other non-probate property which contains a beneficiary designation9 IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN. Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct and complete. Declaration of preparer other than the personal representative is based on all information of which preparer has any knowledge~ SIGNATURE OF PERSON RESPONSIBLE FOR FILING RETURN R ± chard R. Harro 2 Princeton Lane A ,Z- .................... T SIGNATURE OF PREPARER OTHER THAN REPRESENTATIVE Eerw:i_n and Kerwin e ~ ¢ ~ ~'~ ¢ 4245 Route 209 / . A ..................... ~/ For dates of deat~r after July 1, 1994 and before Janua~ 1, 1995, the tax rate imposed on the 'ne~ ~al~e' of ~sfers t ......................................... su~lwng spouse is 3% [72 P.S. 9116 (a) (1.1) (i)]. o or for the use of the For dates of death on or after Janua~ 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the su~iving spouse is 0% [72 P.S. 9116 (a) (1.1) (ii)]. The statute does not exempt a transfer to a su~iving spouse from tax, and the statutow requirements for disclosure of assets and filing a tax return are still applicable even if the suwiving spouse is the only beneficiaw. For dates of death on or after July 1,2000: The tax rate imposed on the net value of transfers from a deceased child ~en~-one years of age or younger at death to or for the use of a natural parent, an adoptive parent, or a stepparent of the child is 0% [72 P.S. 9116 (a) (1.2)]. The tax rate imposed on the net value of transfers to or for the use of the decedent's lineal beneficiaries is 4.5%, except as noted in 72 P.S. 9116(1.2) [72 P.S. 9116(a)(1)]. The tax rate 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 s defined, under Section 9102, as an individual who has at least one parent in common with the decedent, whether by blood or adoption. Copyright (c) 2000 form software only The Lackner Group, Inc. Fn~ REV-1500 EX tn=,, ~.nm REV-150~ EX + (1-97) SCHEDULE E COMMONWEALTH OFPENNS¥,VAN,A CASH, BANK DEPOSITS, & MISC. INHERITANCE TAX RETURN RES,OENTDECEOE~T PERSONAL PROPERTY ESTATE OF FILE NUMBER Pauline M. Harro SS# 203-10-5943 10/09/2003 Include the proceeds of litigation and the date the roceeds were survivorship must be disclosed on Schedule ~. received by the estate. All property jointly-owned with the ri~lht of ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1 2 3 4 5 6 7 8 9 10 11 12 13 Checking Account #5140296707, PNC Bank Diamond engagement and wedding ring 4 diamond ring Diamond earrings 8 Day English Tall Case Clock, 18th Century English Block Front Chippendale Desk 12 pane walnut corner cupboard Centennial Arm Chair Louis XVth Wing Chair (Queen Anne) Silver chest and 12 piece place setting Various furniture and personal property items 53 Shares MetLife Stock Medical Reimbursements TOTAL (Aisc enter on line 5, Recapitulation) 8,404.00 1,500.00 1,500.00 1,500.00 4,OO0.OO 15,000.00 1,800.00 500.00 600.00 4,200.00 3,000.00 1,929.00 893.00 $ 44,826.00 (If more space is needed, insert additional sheets of the same size) Copyright (c) 1996 form software only CPSystems, Inc, Form REV-1508 EX (Rev. 1-97) Advisqrs Complete Account Statement For 24-hour customer serv ce information sign-on to Account Link ® b ' y Web on pncbank.com or call 1-888-762-2323 Advisors Complete Interest Checking Account Summary Account number: 51-4029-6707 Account Link ® number: 0203105943 For the period O9/12/2003 to 110/10/2003 · PAULINE M HARRO Primary account number: 51-4029-6707 Page 2 of 2 Pauline M Harro Balance Summary Beginning Deposits and Checks and other balance other additions deductions 8,886.72 1,085.67 1,568.57 Average monthly balance 8,254.66 Ending balance 8,403.82 Charges and fees Transaction Summary Checks paid/ Check Card POS Check Card/Bankcard withdrawals signed transactions POS PIN transactions 't 0 0 Total ATM PNC Bank Other Bank transactions ATM transactions ATM transactions 0 0 0 Interest Summary Annual Percentage Number of days Average collected Interest Earned Yield Earned (APYE) in interest period balance for APYE this period 0.207. 29 8,254.66 ] .31 Please see the Activity Detail section for additional inforrnation. As of 10/10, a total of $8.$2 in interest was earned this year. Activity Detail Deposits and Other Additions Date Amount Description 09'23 20.36 Direct Deposit - Fedvainsur Vain Treas 220 203105943360003 10/02 200.00 Direct Deposit-PbScrCen PNC Bank Trust 1627027311-1808 l I):113 86.1.00 Direct Deposit - Soc Sec [rS TrcasmT 303 160071994D I() 'ltl 1.31 Inlcrcst Paymenl There were 4 Deposits and Other Additions totaling $1,085.67. Checks Chech Dat~ Reference number Amount paid number ?,O92 51G. 7O 09,/12 022000396 3093 1,000.00 09./29 02,1870978 * Gap in check sequence Check number 309.t 3095 Amount paid number 20.08 09/23 02715r~fi23 31.79 10/09 025655927 There were 4 cl~ecks listed totaling $1,568.57. Daily Balance Detail Date Balance Date (19/12 ,, ~ o .... 8, o 10.0. 0q / o q 09/23 - ' o ' ,"J,.'3/0.o(} ] 0/,'()2 Balance 7,370.30 7,570.30 Date ] 0/03 10/09 Balance 8,-t .~-I. oO 8,4 o2.51 Date Balance MetLife Policyholder RETAIN FOR YOUR RECORDS Trust Statement AUUNEM.*RRO Investor ID 18066 5215 7817 Account Market Value Stock Price as of Total Market 11/07/2003 Value $30.900 $1,637.70 he aggregate amount paid to ail rust Beneficiaries in this distribution 2003 Dividend Summary Record Date Total Trust Dividend per Current Interests e Trust Interest Distribution 11/07/2003 53.0000 $0.23 $12.19 Payable Date Tax Withheld Net Distribution Prior Year Distribution 12/1..5/2003 $0.00 $12.19 $11.13 'ust Beneficiary Information ~u may purchase or sell shares of MetLife, Inc. common stock through the 'ust, free of any commissions or other fees, under the MetLife Purchase and ale Program, as amended. A copy of the brochure describing the program is ~ailable on the Internet at www.metlife.com by selecting Investor Relations ~d then the Shareholder Services Information page, or by calling the number ;ted below. You are permitted to transfer your Trust interests only in the rcumstances described in the brochure. You may also instruct that all (but :it less than all) of your shares of MetLife, Inc. common stock held by the 'ust be withdrawn from the Trust. Information regarding your withdrawal ~hts may be found in the Purchase and Sale Brochure or by calling the Jmber listed below. An annual shareholders' meeting to elect members of the Board of Directors of MetLife, Inc. and for transaction of other business is expected to be held on April 27, 2004. The deadline for submitting shareholder proposals for consideration at this meeting was November 28, 2003. A copy of MetLife, Inc.'s annual report and proxy statement will be available free of charge on or before March 31, 2004, along with other MetLife, Inc. and Policyholder Trust filings under federal securities laws, (ii on the Internet at www.metlife.com on the Investor Relations portion of the website, (ii) by writing to MetLife, Inc. at the address listed below or (iii) by calling the number listed below. These and other securities filings by MetLife and the Policyholder Trust are also available on the Intarnet at www.sec.gov. 3r inquiries about your account, the status of your Trust Interests, or discrepancies on this statement, contact information is listed below: Internet: E-mail: Phc=e: www.melloninvestor.com/isd Metlife~)melloninvestor .corn 1-800-649-3593 General Mail: MetLife, Inc. c/o Mellon Investor Services P,O, Box 4412 )082693 South Hackensack, NJ 07606-2012 Please Note: Important 2003 Tax Information MetUt,. FORM 1099-DIV. DIVIDENDS/DISTRIBUTIONS U.S. TAX INFORMATION FOR 2003 OMB NO. 1545-0110 TOTAL ORDINARY I DIVIDENDS QUAUFIEB DIVIDENDS RECIPIENT'S IDENTIFICATION NUMBER COPY B FOR RECIPIENT FEDERAL INCOME TAX WITHHELD PAYER'S NAME PAYER'S FEDERAL iDENTIFICATION NUMBER MELLON INVESTOR SERVICES AS CUSTODIAN OF THE METLIFE POLICYHOLDER TRUST 51-6516987 SECURITY DESCRIPTIOI~I '" TRUST INTERESTS REPORTED BY MELLON INVESTOR SERVICES 85 CHALLENGER ROAD RIDGEFIELD PARK NJ 07680 IMPORTANT 2003 TAX INFORMATION TO WHOM PAIDw PAULINE M HARRO 325 WESLEY DR APT 3311 MECHANICSBURG PA 17055-3505 FOR INFORMATION REGARDING THE ABOVE, CALL 1-800-6349-3593 'his is important tax information and is being furnished to the Internal Revenue Service. If gu are required to file a return, a negligence penalty or other sanction may be imposed on gu if this income is taxable and the IRS determines fhat it has not been reported. ~ox lA.- Shows ordinary dividends that are taxable. Include this amount on line 9a of Form 1040 r 1040A. Also, report it on Schedule B (Form 1040) or Schedule 1 (Form 1040A), if required. The rnoont shown may be a distribution Irorn an employee slock ownership plan (ESOP). Roped it as dividend on your income tax return, bul treal il as a plan distribution, riel as investment income )r any other purpose. ;ox 18.- Shews Ihe portion of the amount h'~ box la that may be eligible Ior the new 15% or 5% capi- d gains rates. See the Form 1040/1040A inslruclions tot how I0 delermine Ibis amount. Report ligible amounl on line 9b, Form 1040 or 1040A. Box 4 - Shews backup wilhholding. For exampte, a payor must backup wilhhold on cedain payments at the applicable rate it you did not give your taxpayer identification number to Ihe payee, See Iorrn W-9, Request for Taxpayer Identification Number and Certification, for informalion on backup withholding Include Ibis amoun[ on your income lax return as tax withheld. Nominees. If Ilris form includes amounls belonging Io anolher persmr, you are considered a nonrinee recipienl. Yeti olest lile Form 1099-DIV witlr tile IRS for each of Ihe other owners to show their share el the inco~Tle, and you musl furnish a Form 1099-DIV to each. A husband or wife is not required to file a nominee retnrn to show amounts owned by the giber. See the 2003 General Instructions for Forms 1099, 1098, 5498. and W-2G *Please Deposit the Enclosed Check Immediately* [ · REV-1510 EX + (1-97) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEOENT ESTATE OF Pauline M. Harro SCHEDULE G INTER-VIVOS TRANSFERS & MISC. NON-PROBATE PROPERTY 203-10-5943 10/09/2003 FILE NUMBER This schedule must be completed and filed if the answer to an of questions 1 through 4 on page 2 ~s 'es. DESCRIPTION OF PROPERTY % OF ITEM iNCLUDE THE NAME OF THE TRANSFEREE, THEIR DATE OF DEATH DECD'S EXCLUSION TAXABLE VALUE NUMBER RELATIONSHIP TO DECEDENT AND THE DATE OF TRANSFER. ATTACH A COPY OF THE DEED FOR REAL ESTATE, VALUE OF ASSET INTEREST CF APPLICABLE) 1 Pauline M. Harro Revocable 223,977.00 100.00% 223,977.00 Trust PNC Bank Account ¢/16-27-027- 3114808 TOTAL (Also enter on line 7, RecapitL~ation) 223,977.00 (If more space is needed, insert additional sheets of the same size Copyright (c) 1996 form software only CPSystems, Inc. Form REV-I,~10 EX (Rev. 1-97) PNCADV~ S OR,S I~sues sorted by security. PORTFOLIO VALUATION PAGE NO. 1 ACCOUNT: 3114808 Portfolio Name: PAULINE M.HARRO VALUATION DATE: Thursday, October 9 2003 ITEt4 CUSIP NO/ SHARES/ DESCRIPTION PRICE HI~H/A~K LOW/BID ~ SECURITY ACCRUED COP~4ENTS TICKER PA/~ IFALUE DATE PRTCE PRICE PRICE %-ALUE DIV/I~T 1) 091927566 4,008.0630 BLACKROCK FDS 10/09 11.2200 11.22000 44,970.47 MUT FU~D LR CP VL EQ INC 2) 091927624 2,943.5630 BLACKI~OCK FD~ 10/09 8.5500 8.55000 25,167.46 ~ FUND LRG GRW EQ 3) 091928283 673.4530 BLACKCOCK FDS 10/09 10.2000 10.20000 6,869.22 MUT F%~ND LOW DURATN INS 4) 091928606 13,156.3300 BLACKCOCK FDS 10/09 10.6700 10.67000 140,378.04 MUT FUND MANAGED INSTL 5) 993099100 3,748.5300 BLACKR0CK MONEY MAPJKET 10/09 1.0000 1.00000 3,748.53 User/Man PRINCIPAL CASH 6) 999099104 2,843.4500 BLACKROCK MONEY MA/~KET 10/09 1.0000 1.00000 2,843.45 User/Man INCOME CASH Grand Totals Total Principal plus Accrued interest and dividend~ 223,977.17 0 . 00 223,977.17 This report was prepared using APPRAISE.ASp Ver. 1.0.2 soft,rare, an EVALUATION SERVICES, INC. product. Visit our web site at WWW.APPRAXSENJ.CO~. REV-~S'~ E× +(~-97) SCHEDULE H COMMONWEALTH OF PENNSYLVANIA FUNERAL EXPENSES & INHERITANCE TAX RETURN ADMINISTRATIVE COSTS RESIDENT DECEDENT ESTATE OF Pauline M. Harro SS# 203-10-5943 10/09/2003 FILE NUMBER Debts of decedent must be reported on Schedule h ITEM NUMBER 8 9 10 11 12 13 14 15 DESCRIPTION :UNERAL EXPENSES: Funeral Home Bethany Village Food Services - funeral reception ,DMINISTRATIVE COSTS: Personal Representative's Commissions Nameof Personal Representative(s) Richard R. Harro Social Security Number(s) / EIN Number of Personal Representative(s) Street Address 2 Princeton Lane City New Fairfield State 191-46-1620 CT Zip06812 Year(s) Commission Paid: 2004 Attorney's Fees Kerwin and Kerwin Family Exemption: (If decedent's address is not the same as claimant's, attach explanation) Claimant Street Address City State Zip Relationship of Claimant to Decedent Probate Fees Register of Wills Accountant's Fees Tax Return Preparer's Fees OtherAdministrativeCosts The Sentinel estate notice Cumberland Law Journal - estate notice Bethany Village - rent and skilled nursing care Telephone bill and postage Shipping expenses for furniture Telephone bill 2003 Income Tax (PA & Fed.) U.S. Postmaster - express mail Closing costs, e.g. copies, postage, etc. TOTAL (Also enter on line 9, Recapitulation) (If more space is needed, insert additional sheets of the same size) AMOUNT 4,757.25 280.00 3,000.00 3,000.00 71.00 105.53 75.00 1,567.25 41.74 7,367.19 23.03 32.00 13.65 50.00 $ 20,383.64 Copydgi3t (c) 1996 form software only CPSystems, Inc. Form R E V-1511 EX (Rev. 1-97) REV-1513 EX + (1-97) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Pauline M. Harro SS¢~ NUMBER 4 II. SCHEDULE J BENEFICIARIES 203-10-5943 10/09/2003 NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY FAXABLE DISTRIBUTIONS (include outright spousal distributions): Kelly (Harro) Faris 304 Fairview Drive Hurricane, WV 25526 Doria (Harro) Foote 62 Country Walk Shelton, CT 06484 Adrea (Harro) Coughlin 16108 Dorchester Blvd. Clermont, FL 34711 Douglas Harro 614 E. Foster Avenue Coeur D'Atene, ID 83814 John Harro 444 Hunter Court Klamath Falls, OR 97603 RELATIONSHIP TO DECEDENT Do Not List Trustee(s) granddaughter granddaughter granddaughter grandson gr ands on FILE NUMBER AMOUNT OR SHARE OF ESTATE diamond engagement ring & wedding ring ring with four diamonds diamond earrings 1,000.00 bequest 1,000.00 bequest ENTER DOLLAR AMTS. FOR DISTRIBUTIONS SHOWN ABOVE ON LN. 15 THRU 17, AS APPROPRIATE, ON REV 1500 COVER SHEET NON-TAXABLE DISTRIBUTIONS: A. SPOUSAL DISTRIBUTIONS UNDER SEC. 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS TOTAL OF PART II - ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV 1500 COVER SHEET $ 0.00 (If more space is needed, insert additional sheets of the same size) Copyright (c) 1996 form software only CPSystems, Inc, Form REV-1513 EX (Rev. 1-97) Estate of: Pauline M. Harro Soc Sec #: 203-10-5943 Date of Death: 10/09/2003 Continuation of Schedule J, Part I (Taxable Bequests) Item Name and Address of Beneficiary Relationship Amount or Share of Estate 10 Ryan Harro 2 Princeton Lane New Fairfield, CT 06812 Troy Harro 2 Princeton Lane New Fairfield, CT 06812 Ronald L. Harro 14635 SW Bonanza Court Beaverton, OR 97005 Robert E. Harro 16445 Cagan Grove #108 Clermont, FL 34711 Richard R. Harro 2 Princeton Lane New Fairfield, CT 06812 grandson gr ands on S on S on son 1,000.00 bequest 1,000.00 bequest grandfather clock + 1/3 residue block front desk + 1/3 residue corner cup- board, Chippendale armchair, Queen Anne's wingback chair silver chest & silverware + 1/3 residue COMMONWEALTH OE PENNSYLVANIA DEPARYMENq' OF REVENUE BUREAU' OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG, PA 17128-0601 RECEIVED FROM: PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT NO. CD REV-1162 EX(11-96) OO3413 KERWIN TERRENCE J ESQ E. MAIN STREET RR01 BOX 566 ELIZABETHVILLE, PA 17023-9765 ESTATE INFORMATION: SSN: 203-10-5943 FILE NUMBER: 2103-0849 DECEDENT NAME: HARRO PAULINE IVI DATE OF PAYMENT: 01/06/2004 POSTMARK DATE: 01/05/2004 COUNTY: CUMBERLAND DATE OF DEATH: 10/09/2003 ACN ASSESSMENT CONTROL NUMBER AMOUNT 101 I $10,000.00 REMARKS: TOTAL AMOUNT PAID' $10,000.00 CHECK# 1015 INITIALS: VZ SEAL RECEIVED BY' GLENDA FARNER STRASBAUGH DEPUTY REGISTER OF WILLS TAXPAYER LAST WILL AND TESTAMENT OF PAULINE M. HARRO I, PAULINE M. HARP, O, of the Township of Lower Allen, County of Cumberland ~nd Commonwealth of Pennsylvania, being of sound mind, memory and understanding, do make and publish this, my Last Will and Testament, hereby revoking and making void ail former Wills by me at any th-ne heretofore made. FIRST: I direct my hereinafter named Executor to pay all my legally enforceable debts, funeral expenses, administration expenses, and inheritance, estate, succession or excise taxes, which I owe or may become due on account of my death, as soon as may be convenient after my decease. SECOND: I give and bequeath my diamond engagement ring and wedding ring to my granddaughter, KEELY HARRO. THIRD: I give and bequeath my ring with four diamonds to my granddaughter, DORIE HARRO. FOURTH: I give and bequeath my diamond earrings to my granddaughter, ADREA HAILRO. FIFTH: I give and bequeath the sum of One Thousand Dollars ($1,000.00) to my grandson, DOUGLAS HARRO. SIXTH: I give and bequeath the sum of One Thousand Dollars ($1,000.00) to my grandson, JOHN HARRO. PAULINE M. HARRO SEVENTH: I give and bequeath the sum of One Thousand Dollars ($1,000.00) to my grandson, RYAN HARRO and my grandson, TROY HAtLRO. EIGHTH: HAR_RO. I give and bequeath my grandfather clock to my son, RONALD L. NINTH: HARRO. I give and bequeath my block front desk to my son, ROBERT E. TENTH: I give and bequeath my corner cupboard, my Chippendale armchair, my Queen Anne's wingback chair, and my silver chest and its contents including the twelve place settings to my son, RICHAILD R. HAR_RO. ELEVENTH: I give and. bequeath my tangible personal property not hereinbefore mentioned unto my tlm'ee (3) sons, RONALD L. HARRO, ROBERT E. HARRO and RICHARD R. HARRO, to be divided among them in as equal shares as are possible and as they may agree among themselves. TV~LFTH: I give, devise and bequeath all the rest, residue and remainder of my property, be it real, personal and mixed, whatsoever and wheresoever the same may be situate at the tLme of my death in equal shares as follows: One-third (1/3) of the residue of my estate is to pass to my son, RONALD L. HAiRRO. In the event my son, RONALD L. HAICRO, predeceases me, I direct that his share of my estate shall pass to his wife, I-[ELEN HARRO. B. One-third (1/3) of the residue of my estate is to pass to my son, ROBERT E. HARRO. In the event my son, ROBERT E. HARRO, Page 2 of 3 Pages t...__~ O ..... /~;~_~--)7~. ~ .~ (SEAL) PAULINE M. HARRO predeceases me, I direct that his share of my estate shall pass to his daughters, DORIE HARRO, ADREA HARRO and KEELY HARRO, in equal shares. One-third (1/3) of the residue of my estate is to pass to my son, RICE[AP, I) R. HARRO. In the event my son, RICHARD R. HARRO, predeceases me, I direct that his share of my estate shall pass to his wife, CINDY HARRO. THIRTEENTH: I nominate, constitute and appoint my son, RICHARD R. ELARRO, as Executor of tlfis, my Last Will and Testament, authorizing and empowering him to sell and convey any and all real estate of which I may die seized and possessed. I further direct that my Executor or personal representative shall not be required to post bond to act in said capacity. IN WITNESS WHEREOF, I, PAULI2N"E M. HAIG{O, have hereunto set my hand and seal to this, my Last Will and Testament, this / ~"~day of ~, 2001. SIGNED, SEALED, PUBLISHED and DECLARED by the above- named Testatrix, PAULINE M. HARRO, as and for her Last Will and Testament, in the presence of us, who at her request and in the presence of each other, have hereunto set our names as xvitnesses: Residing at: Page 3 of 3 Pages C:\MLB\WILL\HARRO.PM H PAULINE M. HARRO (SEAL) STATUS REPORT UNDER RULE 6.12 Name of Decedent: Richard R. Harro Date of Death: October 9, 2003 Estate No.' 2003-00849 Pursuant to Rule 6.12 of the Supreme Court Orphans' Court Rules, I report_~e 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 bo The separate Orphans' Court No. ( if any) for the personal representatives' account is · interest? Yes X Did the personal representative state an account informally to the parties in 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: September 16, 2004 TERRENCE J. KERWIN, ESQUIRE 4245 ROUTE 209 ELIZABETHVILLE, PA 17023 (717) 362-3215 Capacity: Personal Representative X Counsel for Personal Representative D:~CL~ RELEASE Estate No. 2003-00849 KNOW ALL MEN BY THESE PRESENTS, that I, R~ALI~. H~O of 14635 SW Bonanza Court, Beaverton, Oregon, do herel~ ackno~,ledge~at I received an advanced distribution from Richard R. Harro, E~utor of~ae Estateof Pauline M. Harro, the sum of FIFTY-SIX THOUSAND DOLLARSt~$56,000,00) and, in kind, distribution of personal property, and upon the signing of this Release, I will receive from Richard R. Harro, Executor of the Estate~f Pauliffe M. Harro, late of Lower Allen Township, Cumberland County anal Com~nwealth' of Pennsylvania, the additional sum of NINE THOUSAND EIGHT HUNDRED FIFTEEN DOLLARS AND SIXTY-ONE CENTS ($9,815.61) plus one-third (1/3) of any balance of the reserve hem in the Estate Account pending the audit of the Pennsylvania Inheritance Tax Return, said sum representing the full settlement of any claim or claims that I may have by, under and because of the Will of the late Pauline M. Harro. AND, THEREFORE, I, RONALD L. HARRO, intending to be legally bound hereby, do, upon receipt of said sum, by these presents, release, quit-claim and discharge Richard R. Harro, Executor of the Estate of Pauline M. Harro, deceased, and, his heirs and assigns, of and from all actions, claims and demands whatsoever, related to the administration of this Estate. I, RONALD L. HARRO, have been duly advised of my right to have Richard R. Harro, Executor of the Estate of Pauline M. Harro, fde with the Orphans' Court Division of the Court of Common Pleas of Cumberland County an Accounting of the services he has rendered, and I do hereby specifically waive my right to have such an Accounting prepared and presented to the Court. of IN WITNESS WHEREOF, I have hereunto set my hand and seal, this,.:~q~ay ~a0 ~t ,2004. WITNESS: RONALD L. HXRRO ESTATE\HARRO.REL OFFICIAL SEAL REBECCA D L NOTARY PUBLIC-OREGON COMMISSION NO. A374769 ~'OMMiSSION NO. A374769 N Eye. S NO~ "~ NOVEMBER 17, 2007 GREGORY M. KERWIN TERRENCE J. KERW]N JOSEPH D. KERWIN HOLLY MCCLURE KERWIN ATTORNEYS AT LAW RELEASE Estate No. 2003-00849 KNOW ALL MEN BY THESE PRESENTS, that I, ROBERT E. HARRO of 16445 Cagan Grove #108, Cler.m. ont, Florida, do hereby ackn?~'~ dge ~at I receded an advanced distribution from Richard R. Harro, Executor ~ ~ Est~e of P;~ine M. Harro, the sum of FIFTY-SIX THOUSAND DOLLARg {$S6,0~.00) andi in kind, distribution of personal property and upon the signingi':of this l~lease, I will receive from Richard R. Harro, Executor of the Estate of Pauline M.~arro, late of Lower Allen Township, Cumberland County and Commonwealth of Pe ~n~sylvania, the additional sum of NINE THOUSAND EIGHT HUNDRED F~IFTEEN~ DOLLARS AND SIXTY-ONE CENTS ($9,815.61) plus one-third (1/3):Of any ~lance of ~he reserve held in the Estate Account pending the audit of the Pennsylvania Inheritance Tax Return, said sum representing the full settlement of any claim or claims that I may have by, under and because of the Will of the late Pauline M. Harro. AND, THEREFORE, I, ROBERT E. HARRO, intending to be legally bound hereby, do, upon receipt of said sum, by these presents, release, quit-claim and discharge Richard R. Harro, Executor of the Estate of Pauline M. Harro, deceased, and, his heirs and assigns, of and from all actions, claims and demands whatsoever, related to the administration of this Estate. I, ROBERT E. HARRO, have been duly advised of my right to have Richard R. Harro, Executor of the Estate of Pauline M. Harro, file with the Orphans' Court Division of the Court of Common Pleas of Cumberland County an Accounting of the services he has rendered, and I do hereby specifically waive my right to have such an Accounting prepared and presented to the Court. IN~,WITNESS WHEREOF, I have hereunto set my hand and seal, this 3 { day of ~7~o ..fy~ , 2004. WITNESS: ROBERT E. HARRO (SEAL) D:\CL~ !STATE\HARRO.REL GREGORY M. KERWIN Te~rencE J KERWJN JOSEPH D KERWIN Estate No. 2003-00849 RELEASE KNOW ALL MEN BY THESE PRESENTS, that I, RICHARD R. HARRO of 2 Princeton Lane, New Fairfield, Connecticut, do hereby acknowledge that I received an advanced distribution from Richard R. Harro, Executor of the Estate of Pauline M. Harro, the sum of FIFTY-SIX THOUSAND D.OJ~. ARS.($56,000~00) and, in kind, distribution of personal property and upon the s~g otS~is Re~ I will receive from Richard R, Harro, Executor of the Estat~bf Pauline M. ://Krro, late of Lower Allen Township, Cumberland County aM Comg]onwealth: of Pennsylvania, the additional sum of NINE THOUSAND-EIGE~oHUND~D FIFTEEN DOLLARS AND SIXTY-ONE CENTS ($9,815.6!) plus one-third (1/3) of any balance of the reserve held in the Estate Account pending tl~ auditoof,the Pennsylvania Inheritance Tax Return, said sum representing ~6 full sefl~ement of any claim or claims that I may have by, under and because of the Will of thC~late Pauline M. Harro. AND, THEREFORE, I, RICHARD R. HARRO, intending to be legally bound hereby, do, upon receipt of said sum, by these presents, release, quit-claim and discharge Richard R. Harro, Executor of the Estate of Pauline M. Harro, deceased, and, his heirs and assigns, of and from all actions, claims and demands whatsoever, related to the administration of this Estate. I, RICHARD R. HARRO, have been duly advised of my right to have Richard R. Harro, Executor of the Estate of Pauline M. Harro, file with the Orphans' Court Division of the Court of Common Pleas of Cumberland County an Accounting of the services he has rendered, and I do hereby specifically waive my right to have such an Accounting prepared and presented to the Court. IN WITNESS WHEREOF, I have hereunto set my hand and seal, this(.~/ day of ~.a u ~ , 2004. ~ d WITNESS: JANIICi~ ZACKEO NO~'ARY PUBLIC MY COMMISSION EXPIRES OCT. $1,2005 '~~2>~--- ~ .(SEAL) RICHARD R. HARRO D:\CL~ :~STATE\HARRO.REL BUREAU OF INDIVTDUAL TAXES INHERITANCE TAX DIVISION DEPT. 260601 HARRISBURG, PA 171Z8-0601 CONHONNEALTH OF PENNSYLVANIA DEPARTNENT OF REVENUE NOTTCE OF TNNERTTANCE TAX APPRATSENENT, ALLONANCE OR DZSALLONANCE OF DEDUCTTONS AND ASSESSHENT OF TAX TERRENCE J KERWIN ESQ KERWIN & KERWIN 42q5 RT 209 ELIZASETHVILLE PA 170Z$ DATE ESTATE OF DATE OF DEATH FILE NUNBER COUNTY ACN REV-15¢7 EX AFP (0],-03) 08-$0-Z004 HARRO PAULINE H 10-09-2005 0849 CU~I~RLAN~:~ ~.~ HAKE CHECK PAYABLE AND R~ZT PAYMENT TO: REGISTER OF ~tLLS *'~ CUMBERLAND C~,~OURT HOUSE ~'~::.~ CARLZSLE, PA2!:~;:i7015° .... CUT ALONG THIS LINE ~ RETAIN LONER PORTION FOR YOUR RECORDS ~ REV-1547 EX AFP (01-03) NOTICE OF INHERITANCE TAX APPRAZSENENT, ALLONANCE OR DZSALLONANCE OF DEDUCTIONS AND ASSESSNENT OF TAX ESTATE OF HARRO PAULINE HFZLE NO. 21 05-0849 ACN 101 DATE 08-$0-Z004 TAX RETURN NAS: (X) ACCEPTED AS FTLED ( ) CHANGED RESERVATZON CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ON.' ORIGINAL RETURN 1. Real Estate (Schedule A) (1) 2. S*ocks and Bonds (Schedule B) (2) $. Closely Held Stock/Partnership Tnterest (Schedule C) (5) ~. Nortgages/Notes Receivable (Schedule D) (~) .6. Cash/Bank Deposits/Hisc. Personal Property (Schedule E) ($) 6. Jointly O~nad Property (Schedule F) (6) 7. Transfers (Schedule G) (7) 8. Total Assets APPROVED DEDUCTIONS AND EXENPTZONS: 9. Funeral Expenses/Ada. Costs/Hisc. Expanses (Schedule H) (9) 10. Dabts/Hortgage Liabilltles/Liens (Schedule 1) (10) 11. Total Deduct ions 12. Net Value of Tax Return O0 O0 O0 O0 44/826 O0 O0 Z25/977 O0 20,383.64 .00 NOTE: To insure proper credit to your account, subalt the upper port/on of this form ~ith your tax payaen~. 15. 1~. NOTE: 268,805. O0 (11) 20 (12) 248,419 Charitable/Governmental Bequests; Non-elected 9115 Trusts (Schedule J) (15) . O0 Net Value of Estate SubSect to Tax (1~) 248,~19.$6 Zf an assessment ~as issued previously, lines 14, 15 and/or 16, 17, 18 and 19 ~111 re~lect ~igures that include the total of ALL returns assessed to date. ASSESSMENT OF TAX: 15. Amount of L/ne 1~ at Spousal rata (15) 16. Amount of L/ne 1~ taxable e~ Lineal~Class A rate (16) 17. Aaount of Line 1~ et Sibling rate (17) 18. Amount of Line 1~ taxable at Collateral/Class B rate (18) 19. Principal Tax Due . O0 x O0 = . O0 Z48,419.$6 x 045= 11,178.87 · O0 x 1Z = . O0 · O0 x 15 = . O0 (19)= 11,178.87 RECEIPT' NUHBER CD005415 CD004112 DISCOUNT TNTEREST/PEN PATD (-) 526.~2 .00 TAX CREDITS: PAYHENT DATE 01-05-2004 ANOUNT PAZD 10,000.00 652.52 TOTAL TAX CREDIT BALANCE OF TAX DUE ZNTEREST AND PEN. TOTAL DUE 11,178.84 .05 .00 .03 ( TF TOTAL DUE TS LESS THAN $1, NO PAYHENT TS REI~UTRED. TF TOTAL DUE TS REFLECTED AS A "CREDTT' (CR), YOU NAY BE DUE A REFUND· SEE REVERSE STDE OF THTS FORN FOR TNSTRUCTTONS.) 07-01-2004 TF PATD AFTER DATE INDTCATED, SEE REVERSE FOR CALCULATTON OF ADDTTTONAL TNTEREST. RESERVATION: PURPOSE OF NOTICE: PAYNENT: REFUND (CR): OBJECTIONS: ADH/N- ISTRATIVE CORRECTIONS: DISCOUNT: PENALTY: INTEREST: Estates of decedents dying on or before December 11, 1982 -- if any future interest in the estate is transferred in possession or enjoyment to Class B (collateral) beneficiaries of the decedent after the expiration of any estate for life or for years, the Commonwealth hereby expressly reserves the right to appraise and assess transfer Inheritance Taxes at the lawful Class B (collateral) rate on any such future interest. To fulfill the requirements of Section 2140 of the Inheritance and Estate Tax Act) Act 15 of ZOO0. (71 P.S. Section 9140). Detach the top portion of this Notice and submit with your payment to the Register of Hills printed on the reverse side. --Hake check or money order payable to: REGISTER OF HILLS, AGENT A refund of a tax credit, which was not requested on the Tax Return, may be requested by completing an "Application for Refund of Pennsylvania Inheritance and Estate Tax" (REV-1515). Applications are available at the Office of the Register of gills, any of the 13 Revenue District Offices) or by calling the special Z4-hour ansaering service for forms ordering: 1-800-562-Z050~ services for taxpayers mith special hearing and ! or speaking needs: 1-B00-447-S010 (TT only). Any party in interest not satisfied with the appraisement) alloaance) er disallowance of deductions~ or assessment of tax (includlng discount or interest) as shown 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. ZBiOZ1, Harrisburg, PA 17118-1011, OR --election to have the matter determined at audit of the account of the personal representative, OR --appeal to the Orphans' Court. 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 Inheritmnce Tax Return for a Resident Decedent" (REV-1501) for an explanation of administratively correctable errors. If any tax due is paid within three (5) calendar months after the decedent's death, a five percent (SI) discount of the tax paid is allowed. The 151 tax amnesty non-participation penalty is computed on the total of the tax and interest assessed) and not paid before January 15, 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 time period as you would appeal the tax and interest that has been assessed as indicated on this notice. Interest is charged beginning eith 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, 1981 bear interest at the rate of six (SI) percent per annum calculated at a daily rate of .000164. A11 taxes which became delinquent on and after January 1, 1982 will bear interest at a rate which will vary from calendar year ta calendar year with that rate announced by the PA Department of Revenue. The applicable interest rates far 1982 through 2004 ara: Interest Daily Interest Daily Interest Daily Year Rata Factor Year Rate Factor Year Rate Factor 1982 ~ .00054B ~)"~'8-1991 11Z ,000301 ~ 91 .000247 1983 161 .000438 1991 91 .000247 ZOOZ 61 .000164 1984 llZ .000301 1993-1994 71 .000192 Z005 52 .000137 1985 132 .000356 1995-1998 92 .000147 2004 42 .000110 1986 IOZ .000174 1999 71 .000192 1987 lex .000174 ZOO0 7X .OooIgz --Interest ls calculated as follows: ZNTEREST= BALANCE OF TAX UNPAID X NUIIBER OF DAYS DELINQUENT X DALLY ZNTEREST FACTOR --Any Notice issued after the tax becomes delinquent will reflect an interest calculation to fifteen (15) days beyond the date of the assessment. If payment is made after the interest computation date shown on the Notice, additional interest must ba calculated.