HomeMy WebLinkAbout02-0712Register of Wills of Cumberland County, Pennsylvania
PETITION FOR GRANT OF LETTERS
Estate of Wilbur E. Getter No. 2 ~ " ~ 2' , ~ 2
also known as
,Deceased Social Security No. 159-10-1916
Petitioner(s), who islare 18 years of age or older, apply(ies) for
(COMPLETE "A" OR "B" BELOW:)
A. Probate and Grant of Letters and aver that Petitioner(s) islare the execut ors named in the Last Will of the
Decedent, dated 9/12/1990 and codicil(s) dated First Codicil dated October b, 1992 and Second
Codicil dated October 26 1999.
State relevant circumstances, e.g., renunciation, death of executor, etc
Except as follows, Decedent did not marry, was not divorced and did not have a child born or adopted after execution of the documents offered
for probate; was not the victim of a killing and was never adjudicated incapacitated:
B. Grant of Letters of Administration
(c.t.a., d.b.n.c.t.a.: pendente life, durante absentia; durance minoritate)
Petitioner(s) after a proper search has/have ascertained the Decedent left no Will and was survived by the following spouse
(if any) and heirs:
Decedent was domiciled at death in Cumberland County, Pennsylvania, with his/her last family or principal
residence at 210 Big Spring Road, Newville, PA 17241
(list street, number and municipality)
Decedent, then 87 years of age, died July 15 , 2002 , at Green Ridge Villa;;e, Newville, PA 17241
(Location)
Decedent at death owned property with estimated values as follows:
(if domiciled in PA) All personal property ......................................... $ 240,000.00
(if not domiciled in PA)
(If not domiciled in PA)
Personal property in Pennsylvania .................... $
Personal property in County .............................. $
Value of real estate in Pennsylvania ........................................................................................ $
Total ..................................................................................................................... $ 240,000.00
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:
Signature Typed or printed name and residence
Bruce Henneman, 16924 Raven Rock Rd.
MD 21719
PA 17244
RW-7 ~ ~ - ~, "'
(COMPLETE IN ALL CASES:) Attach additional sheets if necessary.
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 wel! and truly a.:minister the estate according to laur. ~
Sworn to and affirmed and suiJSCribe~l
2nd
before me this day of
AUGUST 2002
C LEWIS
~-
DECREE OF REGISTER
Estate of Wilbur E etter Deceased No. 2 ~" O 2' 1 ~ 2
also known as
Social Security No: 159-10-1916
Date of Death: 7/15/2002
AND NOW, AUGUST 9, 2002 , in consideration of the Petition
on the reverse side hereon, satisfactory proof having been presented before me,
IT IS DECREED that Letters ~ Testamentary ^ of Administration TESTAMENTARY TESTAMENTARY
(c.t.a., d.b.n.c.t.; pendente life; durante absentia; durante minoritate)
are hereby granted to Bruce Henneman and Gregory Hershey
in the above estate and that the instrument(s), if any, dated WILL: 9-12-1990 CODICIL° l : 10-6-1992 & CODICIL2: 10-2s
1999
described in the Petition be admitted to probate and filed of record as the last Will of Decedent.
FEES
Letters .....
Short Certificate(s)
Renunciation ........
Affidavit ( ) ......
Extra Pages
Codicil
JCP Fee
Inventory & Tax Forms.......
Other ..................................
$ ~ _nn
$ 30.00
$ 36.00
$ ~1_nn
TOTAL .............................$ 327.00
mailed to atty 8-9-2002
S - ~e~(~ter of Wills
Attorney: HAMILTON C. DAMS
I.D. No: 10264
Address: P.O. BOX 40
SHIPPENSBURG PA 17257
Telephone: 532-5713
DATE FILED: 8-9-2002
RW-7A
,~~s, is to certify that the information here given is correctly copied from an original certificate of death duly filed with me as
1 ~~ 1 R istrar The on Tinal certificate will be forwarded to the Stare Vita( Records Office for permanent tiling.
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WARNING: It is iltegat to duplicate this copy by photostat or photograph.
Fee for this certificate, $2.00
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CERTIFICATE OF DEATH
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NAME Of DECEDENT If uv. Middle. lael SEX SGDIAL SECURITY NUMRER DAT E
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~ ~ L ST iW LL AND TESTAMENT
I, WILBUR E. GETTER, of the Borough of Newville, Cumberland County,
Pennsylvania, declare this to be my Last Will and Testament and revoke any
will or codicil previously made by me.
ITEM I: I direct that all my just debts a.nd funeral expenses, including
my gravemarker and all expenses of my last illness, shall be paid from my
residuary estate as soon as practicable after my decease as a part of the
administration of my estate.
ITEM II: I bequeath those articles of my household furniture and
furnishings and those articles of my personal effects and personal property
as set forth in a separate memorandum, which I :shall place with my will or
deposit with my attorney, to the persons therein designated.
ITEM III: I give and bequeath part of my estate as follows:
1. To BRUCE HENNEMAN the sum of Two Thousand ($2,000.00)
Dollars.
2. To TAMMY HENNEMAN (wife of Bruce Henneman) the sum of Two
Thousand ($2,000.00) Dollars.
3. To JANNELL HENNEMAN (daughter of Bruce and Tammy Henneman)
the sum of Two Thousand ($2,000.00) Dollars.
4. To MICHELLE HENNEMAN (daughter of Bruce and Tammy Henneman)
the sum of Two Thousand ($2,000.00) Dollars.
5. To GREGORY HERSHEY the sum of Two Thousand ($2,000.00)
Dollars.
6. To CARLA HERSHEY (wife of Gregory Hershey) the sum of Two
Thousand ($2,000.00) Dollars.
f
3
7. To GREGORY HERSHEY, JR., (the son of Gregory and Carla
Hershey) the sum of Two Thousand ($2,000.00) Dollars.
8. To BRUCE HERSHEY (the son of Gregory and Carla Hershey) the
sum of Two Thousand ($2,000.00) Dollars.
9. To REVEREND ROBERT BENNER the sum of Two Thousand
($2,000.00) Dollars.
10. To MILDRED BENNER (wife of Reverend Robert Benner) the
sum of Two Thousand ($2,000.00) Dollars.
11. To ROBERT KREIDER (grandson of Reverend Robert Benner) the
sum of Two Thousand ($2,000.00) Dollars.
12. To MATHEW KREIDER (grandson of Reverend Robert Benner) the
sum of Two Thousand ($2,000.00) Dollars.
13. To MRS. LOTS JANSON the sum of Two Thousand ($2,000.00)
Dollars.
14. To MRS. NANETTE JOHNSON the sum of: Two Thousand ($2,000.00)
Dollars.
15. To LOTS HOREFTIS (daughter of Nanette Horeftis) the sum of
Two Thousand ($2,000.00) Dollars.
16. To MRS. CHRISTINE HIPPLE the sum of Two Thousand
($2,000.00) Dollars.
17. To MISS BETTY ANN HOFFMAN the sum of Two Thousand
($2,000.00) Dollars.
18. To MRS. JUNYO MYOSHITA the sum of Two Thousand ($2,000.00)
Dollars.
19. To MRS. MARTHA REID the sum of Two Thousand ($2,000.00)
2
Dollars.
20. To GERALD HENNEMAN the sum of One Thousand ($1,000.00)
~i
3
Dollars.
21. To MR5. DORIS JAMES the sum of Two Thousand ($2,000.00)
Dollars.
22. To CRYSTAL HENNEMAN (daughter of Gerald and Betty
Henneman) the sum of One Thousand ($1,000.00) Dollars.
23. To BRYON HENNEMAN (son of Gerald and Betty Henneman) the
sum of One Thousand ($1,000.00) Dollars.
Should the assets of my estate or this trust not be sufficient to pay
all the above legacies in full, they shall be reduced proportionately
and paid to the fullest proportional extent to which they can be out of
the distributable assets of my estate. It is my intention that this
provision be in lieu of and substitution for the normal rules of
abatement.
24. All the rest, residue and remaindE~r shall be divided
equally among the following organizations:
a. Friendship Hose Company Auxillary, Newville,
Pennsylvania.
b. Friendship Hose Company Building Fund, Newville,
Pennsylvania.
c. Friendship Hose Company Engine FtYnd, Newville,
Pennsylvania.
d. Friendship Hose Company Ambulances Fund, Newville,
Pennsylvania.
3
e. Newville Community Chest.
f. St. Paul's Lutheren Church, Newville, Pennsylvania.
ITEM IV: I appoint his or her respective parent or guardian, guardian
3
of any property which passes outright either under this will or otherwise to
a minor and with respect to which I am authorized to appoint a guardian and
have not otherwise specifically done so, provided that this appointment of a
guardian shall not supersede the right of any fiduciary in its discretion to
distribute a share where possible to the minor or to another for the minor's
benef it. Such guardian shall have the power to use principal as well as
income from time to time for the minor's support and education (including
(secondary, college education, both graduate and undergraduate, professional
and other education) without regard to his or her parent's ability to provide
for such support and education, or to make payment for these purposes,
without further responsibility to the minor or to the minor's parent or to
any person taking care of the minor.
ITEM V: I direct that all taxes that may be assessed in consequence of
Imy death, of whatever nature and by whatever jurisdiction imposed, shall be
(paid from my residuary estate as part of the expenses of the administration of
Amy estate.
ITEM VI: My executor, trustee and guardian shall have the following
powers in addition to those vested in them by law and by other provisions of
my will applicable to all property, whether principal or income, including
property held for minors, exercisable without court approval, and effective
until actual distribution of all property:
A. To retain any or all of the assets of may estate, real or personal,
4
including stock of my corporate fiduciary, without regard to any principal
of diversification or risk.
B. To invest in all forms of property, including stock, common trust
funds, and mortgage investment funds whether operated by my corporate
fiduciary or others, without restriction to investments authorized for
Pennsylvania Fiduciaries, as they deem proper, without regard to any
principle of diversification or risk.
C. To sell at public or private sale, to ,exchange, or to lease for any
period of time, any real or personal property and to give options for
sales, exchanges or leases, for such prices and upon such terms or
conditions as they deem proper.
D. To allocate receipts and expenses to principal or income or partly
3
to each as they from time to time think proper in their sole discretion.
E. To borrow from or to sell to my trustee even though such trustee may
be my executor.
F. To pay from the principal of the trust created under ITEM III the
funeral and administrative expenses of my estate, the inheritance,
succesion and estate taxes imposed thereon or payable thereby, and the
debts thereof, including any mortgage indebtedness.
G. To cause the title to any property held hereunder to stand in the
name of a nominee or nominees.
H. To repair, alter or improve any real or personal property; to borrow
money, including the right to borrow money from any fiduciary hereunder,
and to pledge, mortgage, or create a security interest in any property held
by them as security therefor, and to make loans, secured or unsecured, for
5
such purposes and upon such terms and conditions as the trustee may deem
advisable, including loans to my estate, with or without interest, for any
purpose whatsoever, and to exercise options of any kind.
I. To subscribe for or to exercise options for stocks, bonds or other
investments; to join in any plan of lease, mortgage, merger, consolidation,
reorganization, foreclosure or voting trust and to deposit securities
thereunder; to vote securities in person or by proxy, in such connection to
delegate discretionary powers; and generally to exercise all the rights of
security holders or employees of any corporation.
J. To compromise, submit to arbitration oar release any claim of my
estate or any trust hereunder against others ,snd to pay, compromise, or
submit to arbitration any claim of others against my estate or any trust
hereunder.
K. To continue the operation of any business in which I may be
interested or engaged at the time of my death (regardless of the form or
organization of any such business), which business or an interest in which
shall be received by my fiduciary. This authorization shall include the
right to change the form of any such business by the reorganization or
incorporation thereof, or the formation of a general or limited partnership
with respect thereto, and shall also include t:he right to invest in any
such business including the right to invest iri any business the property of
any trust hereunder for such periods of time and upon such terms and
conditions as my fiduciary shall deem advisable. No fiduciary shall be
liable for any loss resulting from continuing any such business, but my
fiduciary may, in my fiduciary's discretion, sell, liquidate or otherwise
6
discontinue any such business at such time or upon such terms and
conditions as my fiduciary shall deem advisable.
L. To pay from the income of the trust created under ITEM III hereof,
monthly payments on any mortgage on real estate owned by me individually or
jointly with another person at the time of my death, if my trustee deems it
advisable not to prepay any such mortgage.
M. My trustee, generally, shall have full power and authority to
exercise all rights and privileges appurtenant to any property held by my
trustee, and to execute and deliver any and all instruments which may be
necessary or expedient in the exercise of the powers granted herein.
N. In making distribution of my estate, my executor (and in making
distribution of any trust, my trustee) is hereby granted the power to make
non-prorata distribution of assets in kind.
0. My trustee in addition to other powers granted shall have the
authority to purchase life insurance on the lives of any or all
beneficiaries of the trust. In addition, specific authority or power is
granted to pay premiums on existing policies as well as those purchased
after the creation of the trust even though said policies may not be owned
by or payable to the trustee as beneficiary. Premiums may be paid from the
income of the trust estate or, if necessary, f`.rom principal.
P. To exercise any law-given option to pay death taxes in installments,
the payment of interest due on such installments to be a charge against
principal.
Q. To exercise any law-given option to treat administrative expenses
either as income tax or as estate tax deductions, without regard to whether
7
the expenses were paid from principal or income.
R. Should the principal of any trust herein provided for be or become
too small in the Trustee's discretion so as to make establishment or
continuance of trust inadvisable, my Trustee or my personal representative
may make immediate distribution of the then remaining principal and any
accumulated or undistributed income outright to the person or persons and
in the proportions they are then entitled to. If any such person is then a
minor, distribution may be made to that person's guardian, or to a person
selected by the trustee to be custodian for such person until the age of
twenty-one (21) years under the Pennsylvania 1Jniform Gifts to Minors Act.
ITEM VII: I appoint BRUCE HENNEMAN and GREGORY HERSHEY, executors of
this my last will. Should both of my said executors fail to qualify or
cease to act as executors, I appoint CCNB BAND, N.A., executor of this my
last will.
ITEM VIII: My corporate fiduciary shall be entitled to compensation
based upon its regular schedule of fees for such services in effect from
time to time during the period over which its services are performed.
ITEM IX: My individual fiduciary shall be entitled to reasonable
compensation for his or her services rendered from time to time unless
different compensation has been provided for i.n a separate letter of
agreement.
ITEM X: I direct that my executor or guardian or their successors
shall not be required to give bond for the faithful performance of their
duties in any jurisdiction.
ITEM XI: The interests of the beneficiaries hereunder shall not be
8
subject to anticipation or to voluntary or involuntary alienation.
ITEM XII: If I have not otherwise made express funeral arrangements
with Frank Egger Funeral Home, I wish my funeral to be conducted by Frank
Egger Funeral Home.
IN WITNESS WHEREOF, I hereunto set my hand and seal to this my Last
Will``ppand Testament, written on eleven (11) sheets of paper, dated this
T`~
Z day of S ~l/~ 1990. ~ --~
~~w~C• ~~.SZ~^ (SEAL)
Wilbur E. Getter
The preceding instrument, consisting of this and ten (10) other
typewritten pages, each identified by the signature of the testator, was on
the day and date thereof signed, published and declared by the testator
therein named, as and for his Last Will, in the presence of us, who, at his
request, in his presence, and in the presence of_ each other have subscribed
our names as witnesses ereto.
~' residing at ~~(/1 ` ~, Y'~-~
residing at ®~~~
9
COMMONWEALTH OF PENNSYLVANIA
ss.
COUNTY OF CUMBERLAND
I, WILBUR E. GETTER, the testator whose name is signed to the attached
or foregoing instrument, having been duly qualified according to law, do
hereby acknowledge that I signed and executed the instrument as my Last Will;
and that I signed it willingly and as my free and voluntary act for the
purposes therein expressed.
~LJ",~'~'~L C• v~i~cu-.~ilr _ (SEAL )
Wilbur E. Getter
Sworn to or affirmed and acknowledged
before me by WILBUR E. GETTER,
th testator, this Is~i~h- day of
~~.rn..ln..o..r 1990.
Shi~;ensuu:r Coro, Cum~~esl~.e4 Co., °a.
A'ry Cammia~ion Ex;,~res Sat. 9, 1991
SS.
COUNTY OF C~U~M~B~ERL/AND
We, ~~~"';,~1 ~ ~• ~/~i/, F and (\.~ 0.riC~~ ~ • -' \e ~5 i C~ the
witnesses whose names are signed to the attached or foregoing instrument,
being duly qualified according to law, do depose and say that we were
present and saw the testator sign and execute the instrument as his Last
Will; that the testator signed willingly and executed it as his free and
voluntary act for the purposes therein expressed; that each subscribing
witness in the hearing and sight of the testator. signed the Will as a
witness; and that to Che best of our knowledge the testator was at that time
eighteen (18) or more years of age and of sound mind and under no constraint
or undue influence . `?~~/~~ ~ ~
_ r
Sworn to or affirmed and subscribed to
before me by rNR+r~t~~o~U C. ~a(~v~~ and
\~•~\`\Ca C. 1~E5S~G'N _, witnesses, this
IJ`~`^ day of ~~star~-bs.c` 1990.
r~n.c~ ~ c~- ~
Notar ublic ___a
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21-02-71 ?_ FIRBT AND 80LE CODICIL
TO
LAST WILL AND TESTAMENT
I, WILBUR E. GETTER of the Borough of Newville, Cumberland
County, Pennsylvania, declare this to be the Sole Codicil to my
Last Will and Testament dated September 12, 1990.
ITEM I: I do hereby amend my Last Will and Testament dated
September 12, 1990, by addin~x paragraph 24.g. to ITEM IIT
thereto which shall read as follows:
"24.g. Newville Area Community Center, Newville, PA."
ITEM II: In all other respects, I hereby ratify, confirm
and republish my Last Will dated September 12, 1990, together
with this Sole Codicil, as and for my Last Will.
IN WITNESS WHEREOF, I have hereunto set my hand and seal
this ~~" day of ~ ~ ~-t~ , 1992 .
1 ~/
~,V 9,.~.... ~ ,~.~~ ( SEAL )
WILBUR E. GETTER
Signed., p~?hlishPd, and declared on the date thereof by the
above named WILBUR E. GETTER as and for the Sole Codicil to his
last Will dated September 12, 1990, in the presence of us, who
at his request, in his presence, and in the presence of each
other, have subscribed our names as witnesses hereto.
/7 /
residing at /~!/t° ~ -
//`` (~
(/.(.~IC~R.- ~ ~ 1,GC~-e- residing a ~/~
COMMONWEALTH OF PENNSYLVANIA
. ss.
COUNTY OF CUMBERLAND
I, WILBUR E. GETTER, the Testator whose name is signed to
the attached or foregoing instrument, having been duly qualified
according to law, do hereby acknowledge that I signed and
executed the instrument as my First and Sole Codicil to my Last
Will dated September 12, 1990, and that I signed it willingly
and as my free and voluntary act for the purposes therein
expressed.
~~-``~~- (SEAL)
WILBUR E. GETTER
Sworn o or affirmed and acknowledged
before me, by WIL E. GETTER, the
Tesfi~* r is --~~~ day of
___ _ 1992
Noy __..... ,
/ ~, ~ JacxtueNne L. Drawt a , ~ ram
,/~ C 5hir~~nsburg Bor~u C 1 ~ ,.; ~ ~ ~
(~/` Afiy i:ommsssion E,~p~, ~s , -, ,
~ No ary Publ ' c -~._'
COMMONWEALTH OF PENNSYLVANIA
. ss.
COUNTY OF CUMBERLAND//,,
and ,
the witnesses whose names are signed to the a tached instrument,
being duly qualified according to law, do depose and say that we
were present and saw the Testator sign and execute the
instrument as his First and Sole Codicil; that the Testator
signed willingly and executed it as his free and voluntary act
for the purpose therein expressed; that each subscribing witness
in the hearing and sight of the Testator signed the First and
Sole Codicil as a witness; and that to the best of our knowledge
the Testator was at that time eighteen (18) or more years of age
and of sound mind and under no constraint or undue influence.
~~~~~
StJorn to or affirmed and subscribed
biz ' ~rJ me by ~Ctwii' I-{o /t C- T 7V's and
! ~' t~` witnesses, this
,~~-day Qf ,/ 1992.
C
2
Notarial Seal
JaoctueHne L. Drawbaugh, Notary Public
Shippensburg Boro, Cumberland County
My Commission Expires Aug. 14, 1995
21-02-712
SECOND CODICTL
TO
LAST WILL AND TESTAMENT
I, WILBUR E. GETTER, of the Borough of Newville,
Cumberland County, Pennsylvania, declare this to be the
Second Codicil to my last Will dated September 12, 1990.
ITEM I: I do hereby revoke the appointment of CCNB
BANK, NA, substitute Executor contained in ITEM VII of my
last Will (which is dated September 12, 1990) and I do
hereby nominate and appoint FARMERS & MERCHANTS TRUST
COMPANY OF CHAMBERSBURG, PENNSYLVANIA substitute Executor,
together with all of the powers and authorizations therein
given to my substitute Executor.
ITEM II: In all other respects, I hereby ratify,
confirm, and republish my 6Vi11 dated September 12, 1990,
together with this Second Codicil and any other Codicils
not specifically revoked herein, as and for my last Will.
IN WITNESS WHEREOF, I have hereunto set my hand and
seal this 26`x- day of QG~ . ^ 1999.
WILBUR E. GETTER
Signed, .published, and declared on the date above
specified by the above named WILBUR E. GETTER as and for
the Second Codicil to his last Will dated September 12,
1990, in the presence of us, who at his request, in his
presence, and in the presence of each other, have
subscribed our names as witnesses hereto.
residing at iU~~/'~, r ~/t l'A.
~~ residing at L~2/}L~i~rLJ~GGtq ~ ,
,~
COMMONWEALTH OF PENNSYLVANIA
. ss.
COUNTY OF CUMBERLAND
I, WILBUR E. GETTER, the Testator whose name is signed
to the attached or foregoing instrument, having been duly
qualified according to law, do hereby acknowledge that I
signed and executed the instrument as my Codicil to my last
Will dated and that I signed it willingly and as my free
and voluntary act for the purposes therein expressed.
' ` r,~n /~
""'~'~""~ ~ ~~~ ( SEAL )
WILBUR E. GETTER
Sworn to or affirmed and acknowledged
before me by In/ItBu.~2 E. GE77"E~ the
Testator, this 2(e7!~ day of
OC7D8 RZ_ 19 9 9 .
,tom
No Pub 1 i c .......~..
l~tOTARUt SEAL.
TR'?lA M BROC>KElVS, hbrory Pubic
.`,isippcrnsbur~t Born, Cumberland Co., PA
1Vyr Commission Fxpiros Mnr 8, X00
COMMONWEALTH OF PENNSYLVANIA
. ss.
COUNTY OF CUMBERLAND
We, /~~M/LYON ~. ~,4!/rS and ~,~?A ~ /fDcsTJq=~ ,
the witnesses whose names are signed to the attached
instrument, being duly qualified according to law, do depose
and say that we were present and saw the Testator sign and
execute the instrument as his Codicil; that the Testator
signed willingly and executed it as his free and voluntary
act for the purposes therein expressed; that each subscribing
witness in the hearing and sight of the Testator signed the
Codicil as a witness; and that to the best of our knowledge
the Testator was at the time eighteen (18) or more years of
age and of sound mind and under no constraint or undue
influence.
Sworn to or affirmed and subscribed to
before me by ~p/yjiL7Dit/ ~'. d Ay/S and
T,~,pp ,P. J~~~jg-y witnesses, this
day o f dCTD8Ei2 19 9 9 .
~~ ~~~~~~
teary Public
MOTARUL SEAL
,~ eaoacENS, -~-y ~~
ShiPperrbw'q doro, Cumberland Co., AA
My C.omrn~ion EKpins Mar 8, 2000
CERTIFICATION OF NOTICE UNDER RULE 5.6(a)
Name of Decedent: Wilbur E. Getter
Date of Death: July 1 S, 2042
Will No.: 21-OZ-0712
To the Register:
I certify that notice of (beneficial interest) estate administration required by Rule 5.6(a)
of the Orphans' Court Rules was served on or mailed to the following beneficiaries of the above-
captioned estate on September 18, 2002
Name
Address
Bruce Henneman 16924 Raven Rock Road Cascade, MD 21719
Tammy Henneman 16924 Raven Rock Road Cascade, MD 21719
Jannell Henneman 16924 Raven Rock Road Cascade, MD 21719
Michelle Henneman 16924 Raven Rock Raod Cascade, MD 21719
Gregory Hershey 14385 McCalmont Road Orrstown, PA 17244
Carla Hershey 14385 McCalmont Road Orrstown, PA 17244
Gregory Hershey, Jr. 14385 McCalmant Road Orrstown, PA 17244
Bruce Hershey 14385 McCalmont Road Orrstown, PA 17244
Mildred Benner 990 Lilac Lane Lebanon, PA 17042-7449
Robert Kreider 110 Pine Ridge Pine Grove, PA 17963
Matthew P. Kreider 127 Werner Street Wernersville, PA 19565
Lois Janson 3351 West Celeste Avenue Fresno CA 93711-1507
Nanette Johnson 3351 West Celeste Avenue Fresno, CA 93711-1507
Lois Horeftis 3351 West Celeste Avenue Fresno, CA 93711-1507
Christine Hipple 29 West Hanover Gettysburg, PA 17375-7731
Betty Ann Hoffinan 29 West Hanover Gettysburg, PA 17375-7731
Gerald Henneman 111 Fairway Drive Carlisle, PA 17013
Doris James 22 West Big Spring Avenue, Apt 1 Newville, PA 17241
Crystal Henneman Jones 3775 115th Avenue Northeast Bellevue, WA 98004-7923
Bryan Henneman 2 Moxely Lane Avondale, PA 19320
Friendship Hose Company 15 East Big Spring Avenue Newville, PA 17241
St. Paul's Lutheran Church 7 Big Spring Avenue Newville, PA 17241
Newville Area Community Center 2 Chestnut Street Newville, PA 17241
Notice has now been given to all persons entitled thereto under Rule 5.6(a) except None
~.~~.~
Date: 9/18/02 ~
Signature
Name: Hamilton C. Davis, Esq.
Address: P.O. Box 40
Shippensburg, PA 17257
Telephone: _717-532-5713
Capacity: __ personal representative
X_ counsel for personal
representative
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. CD 002448
DAVIS HAMILTON C
P O BOX 040
SHIPPENSBURG, PA 17257-0040
fold
ESTATE INFORMATION: SSN: t59-to-t9t6
FILE NUMBER: 2102-0712
DECEDENT NAME: GETTER WILBUR E
DATE OF PAYMENT: 04/ 1 5/2003
POSTMARK DATE: 04/14/2003
couNTY: CUMBERLAND
DATE OF DEATH: 07/ 1 5f 2002
ACN
ASSESSMENT AMOUNT
CONTROL
NUMBER
101 ~ 55,850.00
TOTAL AMOUNT PAID:
REMARKS: GREGORY HERSHEY
C/O HAMILTON DAVIS ESQUIRE
SEAL
INITIALS: VZ
DONNA M. OTTO
RECEIVED BY:
REV-1162 EX(11-96)
55,850.00
DEPUTY REGISTER OF WILLS
REGISTER OF WILLS
^....-
, I,.
y,D \;\0
)7-':~~C
.J
~-,
.
*'
COMMONWEAL rn OF PENNSYLVANIA
DEPARTMENT Of REVENUE
DEPT. 260601
HARRISaURG PA 17128-0601
REV-1500
INHERITANCE TAX RETURN
RESIDENT DECEDENT
r~":'
,,- (::k,"
1
REY.1WOEX>I&-oo1
,
I' FILE NUMBER
21
COUNTY CODE
02
YEAR
00712
NUMBER
. .
DECEDENrs NAME (LAST, FIRST, AND MIDDLE INITIAL) I SOCIAL SECURITY NUMBER
Getter, Wilbur E. 159-10-1916
"
z DATE OF DEATH (MM-OD-YEAR) I DATE OF BIRTl-i(MM-DO-YEAR) THIS RETURN MUST BE FILED IN DUPUCA TE WITH THE
w
0
w 07/15/2002 04/19/1915
U REGISTER OF WILLS
w
0 I (IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST AND MIDDLE INITIAL) SOCIAL SECURITY NUMBER
N/A,
jgJ ,. Original Return 02. Supplemental Return ] 3. Remainder Return (dale of death prior to 12-13-82)
w
~ 0 4. limited Estate 0 4a. Future Interest Compromise (dale of death after 0 5. Federal Estate Tax Retum Required
~:!\1)
,,~~ 12-12-82)
w.u 0 0
~oo 6. Decedent Died Testate (Attach copy 7. Decedent Maintained a Living Trust (Attach 8. Total Number of Safe Deposit Boxes
,,~~
." of Will) copy of Trust) -
.
< 0 9. Litigation Proceeds Received 0 10. Spousal Poverty Credit (date of death between 0 11.Election to tax under Sec. 9113(A) (Attacl1 Sch 0)
12-31-91 and 1-1-95)
nus SECTION MUST liE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIALTAXINFORMAT i<:lN$HOULDBE DIRECTED TO: '. ',"
AME COMPLETE MA.llING ADDRESS
~ Hamilion C. Davis
w rRM NAME (If applicable) 20 East Burd Street, Suite 6
~
~ Zullinger - Davis, PC P.O. Box 40
"
rELEPHONE NUMBER Shippensburg, P A 17257
. 717/532-5713
1. Real Eslate (Schedule A) (1) None ()F'!""CIA:"USE ONt:!
2. Stocks and Bonds (Schedule B) (2) None
3. Closely Held Corporation, Partnership or Sole-Proprietorsh'lp (3) None
4. Mortgages & Notes Receivable (Schedule D) (4) None
5. Cash, Bank Deposits & Miscellaneous Personal Property (5) 16,832.58 ,
(Schedule E)
6. Joinlly Owned Properly (Schedule F) (6) None
o Separate Billing Requested
7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (7) 208,871.32
(Schedule G or L)
8. Total Gross Assets (total Lines 1-7) (8) 225,703.90
9. Funeral Expenses & Administrative Costs (Schedule H) (9) 27 ,006. 70
10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule \) (10) 2,449.02
11. Total Deductions (total Lines 9 & 10) (11) 29,455.72
12. Net Value of Estate (Line 8 minus Line 11) (12) 196,248.18
13. Charitable and Governmental Bequests/See 9113 Trusts for which an election to tax. has not been (13) 157,248.18
made (Schedule J)
14. Net Value Subject to Tax (Line 12 minus Line 13)
(14)
39,000.00
SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES
15.Amount of Line 14 taxable at the spousal tax rate, x ,00 (15)
or transfers under Sec. 9116(a}(1.2)
z .045 (16)
0 16.Amount of Line 14 taxable at lineal rate x
~
~
~ (17)
. 17.Amount of Line 14 taxable at sibling rate x .12
s
0
U
~ 18. Amount of Line 14 taxable at collateral rate 39,000.00 x .15 (18) 5,850.00
19. Tax Due (19) 5,850.00
20. 0
CHECK HERE IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT
:'.''':,>:,..:'B'~SURE,toANSVVEftALL;'QUI:SrtONS'6N REVERSE'SIDS'A,.,C'RECI-fECKI\4ATtf<<;"
Copyright 2000 form software only The Lackner Group, Inc.
Form REV-1500 EX (Rev. 6-00)
Decedent's Complete Address:
STREET ADDRESS
210 Big Spring Road
CITY
! STATE PA
ilIP 17241
Newville
Tax Payments and Credits:
1. Tax Due (Page 1 Line 19)
2. Credits/Payments
A. Spousal Poverty Credit
B. Prior Payments
C. Discount
Total Credits (A + B + C)
3. InteresUPenaJty if applicable
O. Interest
E. Penalty
ToIallnteresVPenalty (D + E)
4. If Line 2 is greater than Line 1 + Line 3. enter the difference. This is the OVERPAYMENT.
Check box on Page 1 line 20 to request a refund
5. If Line 1 + Line 3 is greater than Une 2, enter the difference. This is the TAX DUE.
A. Enter the interest on the tax due.
8. Enter the total of Line 5 + 5A. This is the BALANCE DUE.
Make Check
to: REGISTER OF WILLS, AGENT
(1)
5,850.00
(2)
0.00
(3) 0.00
(4)
(5) 5,850.00
(SA)
(5B) 5,850.00
PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS
1. Did decedent make a transfer and:
a. retain the use or income of the property transferred;..................................................................................
b. retain the right to designate who shall use the property transferred of its income;.......................
c. retain a reversionary interest; or.... ....... .... ..... .... ...............,........ .............. .....,. .... ....... ..... ... ........... .... ...........
d. receive the promise for life of either payments, benefits or care?.............................................................
2. If death occurred after December 12, 1982, did decedent transfer property within one year of death without
receiving adequate consideration? ....... ................... ..... ..................... ............. ..... ......... ...................... ..................
3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death? .........
4. Did decedent own an Individual Retirement Account, annuity, or other non~probate property which
contains a beneficiary designation?....... .................. .. .......................... ............. ................... .............. ......... "......
'~ i
D 181
D 181
D 181
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN.
16924 Raven Rock Road
Cascade,MD 21719
ADDRESS
ESENTATIVE
14385 McCalmont Road
Orrstown PA 17244
20 East Burd Street, Suite 6
P.O. Box 40
Shippensburg, P A 17257
ADDRESS
DATE
q-II. C"
DATE
'i, 'f tJ3
DATE
't /1'1;03
For dates of death on or after July 1, 1994 and before January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the
surviving spouse is 3% [72 P.S. ~9116 (a) (1.1) (i)].
For dates of death on or after January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 0%
[72 P.S. ~9116 (a) (1.1) (ii)J. The statute does not exemot a transfer to a surviving spouse from tax, and the statutory requirements for disclosure
of assets and filing a tax return are still applicable even if the sUNiving 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
pan~nt, an adoptive parent, or a stepparent of the child is 0% [72 P.S. ~9116 (a) (1.2)J.
The tax rate imposed on the net value of transfers to or for the use of the decedent's linear beneficiaries is 4.5%, except as noted in 72 P.S. ~9116
1.2) [72 P.S. ~9116 (a) (1)J.
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. 99116 (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.
Wilbur E. Getter Estate
Explanation of Charitable Residuary
,
c-c-~..-~-~---~-I--~-+~-~-
Gross Estate $225,703.90
I=---~-~--~-~---~ I-----:d-- ---
Decedent's Schedule H and I , $29,455.72
-~----'~---;---'.-r---'-"-
Bequests (Special) I $39,00000
~--~-~-~~- '-1 - I-~--
~'----'-'-'---"-"'--'~.._-_.-.,----.__.
Life Insur~ce Proceeds and Miscellaneous Income~+$5,850..QQl.____
Less Inheritance Tax on Special Bequests___+ -$5,850 0f4-.
--~-'------'-'-----..T ~--I--~
. $68,455.72
f------------.----.,~. .'
Residue of Estate to Charitable Beneficiaries I I $157,248.18
,
*'
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
I
I
i
I
I
I FILE NUMBER
I 21-02-00712
COMMONWEALTH OF PENNSYlVANIA
INHERITANCE TAX RE1l.JRN
RESIDENT DECEDENT
ESTATE OF
Getter, Wilbur E.
Include the proceeds of litigation and the date the proceeds were received by the estate. All property jointly-owned with the right of
survivorshIp must be disclosed on schedule F.
ITEM
NUMBER
1
DESCRIPTION
VALUE AT DATE OF
DEATH
7,997.56
Adams County National Bank, Farmer National Bank of Newville Certificate of Deposit, Certificate No.
3998795
2
F&M Trust Checking Account No. 33-05090, See attached confmnation
6,152.91
3
Refund from Presbyterian Homes, Inc.
2,682.11
TOTAL (Also enter on Line 5, Recapitulation)
16,832.58
.w
SCHEDULE G
INTER-VIVOS TRANSFERS &
MISC. NON-PROBATE PROPERTY
l;:OMMONWEAL TH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
ITEM
NUMBER
1 FILE NUMBER
I 21 - 02 - 00712
i
This schedule must be completed and filed if the answer to an of questions 1 through 4 on pa e 2 is es.
I DESCRIPTION OF PROPERTY I DATE OF DEATH % OF
)' Include the nama of Ihe\ransferee, th.:t'lr relationship to decedent and the date of transfer. VALUE OF ASSET' DECO'S EXCLUSION TAXABLE VALUE
Atlacn a copy of the deed for real estate. I I INTEREST (IF APPLICABLE)
I F&M Revocable Trust, account no. 30307900, see list of I 206,087.561
assets attached. Payable to estate on death and revocable
with income reserved to Decedent. I
I
2,783.76'
Getter, Wilbur E.
206,087.56
2
MetLife Annunity, Contract No. 073-317-590AB, see
attached calculation, payable to Estate.
2,783.76
I
I
TOTAL (Also enter on line 7, Recapitulation)
208,871.32
..
SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
,
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Getter, Wilbur E.
I FILE NUMBER
I 21-02-00712
Debts of decedent must be reported on Schedule I.
ITEM I
NUMBER! DESCRIPTION
A. I FUNERAL EXPENSES:
Egger Funeral Home, Inc.
I
AMOUNT
7,232.80
B.
ADMINISTRATIVE COSTS:
1.
Personal Representative's Commissions
Bruce Henneman Gregory Hershey
Social Security Number(s) I EIN Number of Pe~~9{lal Representative(s):
16924 Raven Rock Road
10,000.00
Street Address
City Cascade
Year(s) Commission paid 2003
Attorney's Fees Hamilton C. Davis, Esquire
State
MD
Zip 21719
2.
7,500.00
3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation)
Claimant
Street Address
Slate
Zip
City
Relationship of Claimant to Decedent
Probate Fees Cumberland County Register of Wills
4.
327.00
5. Accountant's Fees
6.
Tax Return Preparer's Fees Myers Tax Service, LLC
150.00
7.
I
Other Administrative Costs
Legal Advertising - Cumberland County Legal Journal
75.00
2
Legal Advertising - The News Chronicle
71.30
Total of Continuation Schedule(s)
1,650.60
TOTAL (Also enter on line 9, Recapitulation)
27,006.70
*'
Schedule H
Funeral Expenses &
Adminis1ralNeCos1s continued
ESTATE OF
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
Getter, Wilbur E.
4
5
6
7
I FILE NUMBER
I 21-02-00712
7.60
3
Estate Valuations & Pricing Systems, Inc., pricing information for assets
Doris James - Cleaning out decedant's residence
F&M Bank and Investment and Trust Services - Date of Death Valuations
Vital Statisics - Additional Death Certificates
Reserve for Contingencies and Accounting
100.00
25.00
18.00
1,500.00
Page 2 of Schedule H
*'
SCHEDULEr
DEBTS OF DECEDENT, MORTGAGE
LIABILITIES, & LIENS
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESlQENT OECEDENT
ESTATE OF
Getter, Wilbur E.
I FILE NUMBER
21- 02 - 00712
Include unreimbursed medical expenses.
ITEM
NUMBER
I Capital Blue Cross and Blue Shield
DESCRIPTION
AMOUNT
196.80
2
Continuing Care
1,415.22
3
Carlisle Medical Center
812.00
4
Richard Rundle, Medical Claims Service
25.00
5
The above Medical Services are related to decedent's last illness.
TOTAL (Also enter on Line 10, Recapitulation)
2,449.02
I
I
I
I FILE NUMBER
I 21-02-00712
REV-1513 EX+ (g.OO)
.
SCHEDULE J
BENEFICIARIES
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Getter, Wilbur E.
NUMBER
RELATIONSHIP TO
DECEDENT
NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY
I TAXABLE DISTRIBUTIONS (include outright spousal distributions)
.
1 . Bruce Henneman
16924 Raven Rock Road
Cascade, MD 21719
Friend
I
2 I Tammy Henneman
16924 Raven Rock Road
Cascade, MD 21719
Friend
3 Jannell Henneman
16924 Raven Rock Road
Cascade, MD 21719
Friend
4
Michelle Henneman
16924 Raven Rock Road
Cascade, MD 21719
Friend
II.
I NON-TAXABLE DISTRIBUTIONS:
A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT
BEING MADE
2
1
IrB. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
. Friendship Hose Company Auxillary
15 East Big Spring Avenue, Newville, P A 17241
St. Paul's Luthern Church
7 Big Spring Avenue, Newville, P A 17241
Newville Area Community Center
12 Chestnut Street, Newville, P A 17241
Friendship Hose Company Building Fund
15 East Big Spring Avenue, Newville, P A 17241
See two additional charities attached
3
4
1
I
I
I
TOTAL OF PART 11- ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEETI
5
AMOUNT OR SHARE
OF ESTATE
$2,000.00
I
1$2,000.00
$2,000.00
26,208.02
26,208.02
26,208.02
26,208.02
52,416.04
157,Z48.1Z
I
1$2,000.00
I
i
I
See Continuation Schedule(s) attached I
Enter dollar amounts for distributions shown above on Jines 15 through 18, as appropriate, on Rev 1500 cover sheet~
I
!
Schedule J
Continuation of Charitable/Governmental Bequests
Friendship Hose Company Engine Fund
15 East Big Spring Avenue
N ewvilIe, P A 17241
$26,208.02
Friendship Hose Company Ambulance Fund
15 East Big Spring Avenue
Newville, PA 17241
$26.208.02
Total
$52.41QJM
*'
SCHEDULE J
BENEFICIARIES continued
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESlOENT DECEDENT
ESTATE OF
Getter, Wilbur E.
\
NUMBER I NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY
I ~AXA8LE DISTRIBUTIONS [include outright spousal distributions, and transfers under
, Sec. 9116('X1.2))
5 Gregory Hershey
14385 McCalmont Road
Orrstown, P A 17244
6 Carla Hershey
14385 McCalmont Road
Orrstown, P A 17244
7 Gregory Hershey, Jr.
14385 McCalmont Road
. Orrstown, P A 17244
I
8 Bruce Hershey
14385 McCalmont Road
Orrs;own, P A 17244
9 Mildred Benner
990 Lilac Lane
Lebanon, PA 17042-7449
10 Robert Kreider
110 Pine Ridge
Pine Grove, P A 17963
II Matthew P. Kreider
127 Werner Street
Wemersville, PA 19565
12 I Lois Janson
3351 West Cleste Avenue
Fresno, CA 93711-1507
13 Nanette Johnson
3351 West Celeste Avenue
Fresno, CA 9371[-1507
14 Lois Horeftis
3351 West Celeste Avenue
Fresno, CA 93711-1507
15 Christine Hipple
29 West Hanover Street
npttV<;;:hllf'cr PA 1717"_7711
I FILE NUMBER
I 21 - 02 - 00712
RELATIONSHIP TO
DECEDENT
00 Not Ust Trustee(s)
I
I
]
I Friend
Friend
Friend
Friend
Friend
Friend
Friend
Friend
Friend
Friend
Friend
$2,000.00
1$2,000.00
$2,000.00
1$2'000.00
$2,000.00
$2,000.00
1$2,000,00
$2,000.00
Page 2 of Schedule J
'*
SCHEDULE J
BENEFICIARIES continued
ESTATE OF
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESICENT DECEDENT
Getter, Wilbur E.
I' FILE NUMBER
21-02-00712
NUMBER
I.
NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY
(include outright spousal distributions, and transfers under
Sec. 9116(0)(1.2)1
16
AXABLE DISTRIBUTIONS
Betty Ann Hoffman
29 West Hanover Street
Gettysburg, P A 17375-7731
RELATIONSHIP TO
DECEDENT
00 Not LIst Trustee(s)
Friend
Friend
I Friend
Friend
Friend
Friend
I
1 AMOUNT OR SHARE
OF ESTATE
1
1$2,000.00
I
I
I
\$1,000.00
I
1$2,000.00
I
$1,000.00
$1,000.00
$2,000.00
17
Gerald Henneman
III Fairway Drive
Carlisle, PAl 70 1 3
18
Doris James
22 West Big Spring Avenue
Newville, PA 17241
19
Crystal Henneman Jones
3775 115th Avenue Northeast
~ellevue, W A 98004-7923
20
Bryan Henneman
2 Moxley Lane
Avondale, PA 19320
21
Carolyn N. Miyashita
2831-A Telegraph Avenue
Oakland, CA 94609
Page 3 of Schedule J
~ FARMERS NATIONAL BANK
OF NEWVILLE,i.! hl'/.'% ;"" ii, I ;),'0"/1 ,.' " ',..,,.,.'! /i,,"li
APR 1 1 2003
Apri 1 9, Z003
Hamilton C. Davis, Esquire
ZO East Burd Street, Suite 6
P. O. Box 40
Shippensburg, PA 17Z57
RE: Wilbur E. Getter Estate
Dear Mr. Davis:
Mr. Getter had an irrevocable burial fund #3998795 in this bank. The
date of death, July 15, 200Z, principal was $7,953.82 with $43.74 accrued
interest.
Sincerely yours,
/~:~~:t:~~
Executive Vice President
E(>,B(Ixll)(I.Nnn'iJk.PA !72.:il e 01"""):'7(,-5312
CHAMBERSBURG
FSM BOILING SPRINGS 0022 0015 12 Y
MARION
MONT ALTO
NEWVILLE
TRUST SHIPPENSBURG STATEMENT OF ACCOUNTS
WAYNESBORO 33-05090
CARLISLE
STATEMENT PERXOD
FROM THROUGH
7-15-02 8-13-02 0
PAGE 1 OF 1
WXLBUR E GETTER
TRUST DEPT
0 ENCLOSURES
1
FREEDOM PLUS
PREVXOUS DEPOSXTS/ CHECKS/
STATEMENT 8ALANCE CREDITS 2 DEBITS
6,152.91 35.30
ACCOUNT: 33-05090
SERVICE
FEES
.00
ENDING
BALANCE
6,1B8.21
o
.00
INTEREST PAID THIS YEAR
ACCOUNT/XNTEREST INFORMATION
6.42
* INDICATES SKIP IN CHECK NUMBERS
DEPOSITS/ CHECKS/
DATE ACTIVITY DESCRXPTION REFERENCE CREDITS DE8ITS
07-15 BEGINNING BALANCE
08-01 MASS MUTUAL
PENSION CK 020B01
S159101916
08-13 INTEREST CREDIT
08-13 ENDING BALANCE
8ALANCE
DATE
07-15
08-01
08-13
00077900000
34.13
6,152.91
6,187.04
6,188.21
1.17
6,188.21
08-13
***
ANNUAL PERCENTAGE YIELD EARNED DXSCLOSURE FROM
ANNUAL PERCENTAGE YXELD EARNED
AVERAGE DAXLY COLLECTED BALANCE
INTEREST EARNED
7-15-02 THROUGH 8-13-02 ***
.23%
6,167.70
1.17
SERVICE FEE BALANCE XNFORMATION
AVERAGE LEDGER BALANCE
MINIMUM LEDGER BALANCE
FROM 7-15-02 THROUGH 8-13-02
6,167.~9 AVERAGE COLLECTED BALANCE
6,152.91 MXNXMUM COLLECTED BALANCE
6,167.69
6,152.91
F&M TRUST'S FREEDOM CARD MAKES SHOPPING EASIER.
THE FREEDOM CARD CAN 8E USED INSTEAD OF WRITING
A CHECK ANYWHERE MASTERCARD IS ACCEPTED. YOUR
PURCHASES ARE DEDUCTED FROM YOUR CHECKXNG ACCOUNT
AS YOU MAKE THEM. THERE'S NO CHECKS TO WRITE AND
NO WAXTING FOR CHECK APPROVAL. F&M TRUST'S FREEDOM
CARD GIVES YOU MORE FREEDOM
DXRECT FARMERS & MERCHANTS TRUST CO
INQUIRIES TO: NEWVILLE OFFXCE 9 W BXG SPRXNG AVE
NEWVXLLE PA 17241-1301
TELEPHONE: 717-776-2242
PRESBYTERIAN HOMES
9/20/2002
INVOICE DATE! REFID .. DESCRIPTION ." .' TOTAL AMOUNT OISCOUNT AMOUNT APPLIED
8/31/2002 REfUND < None > 2682.11 0.00 2682.11
I
CHECK AMOUNT $2,682.11 TOTALS $2,682.11 $0.00 $2,682.11
ESTATE OF WILBUR GETTER No. 428257
u__.O._____M__u_.'.".._____.
PRESBYTERIAN HOMES
! 2! 7 SLA TE HILL ROAD
CAMP HILL PA 17011
Summit Bank
Fort Washington PA 19034
No. 428257
PAY
Two Thousand Six Hundred
. CHECK NO,
428257
60-405
313
'AMOUNT
$2,682,11
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I.
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TO THE
ORDER
OF
-.,............:.'-.:..'.' :.:....:'..:.',
ESTATE OF WILBUR GETTER
% HAMILTON DAVIS
PO BOX 40
SHIPPENSBURG PA 17257
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TDDMAIN
Time Deposit Display Main
0022
07/16/0('
Acct 001-2969316
A~pha key FARMEMT.08 Product T187
-----------Balances------------
Face amount 32,261.58 Branch
Compound value 33,647.26 Officer
Available bal
Initial deposit
33,647.26
32,261.58
ACTIVE
-------------Dates--------------
00001 Issued 04/26/2001
00001 Maturity 10/26/2002
Opened 04/26/2001
Last int payment 04/26/2002
Next int payment 10/26/2002
Last activity 11/01/2001
Last principal change 00/00/0000
Recalc effective date 04/26/2002
-----Interest
Rate
Accrued int
Int adjustment
Last int paid
Total penalty
Information------
4.2500%
321.26
0.00
698.25
0.00
Account Type
TIME ACCOUNT
TDDINT
TDDMISC
TDDHIST
TDDHISTMONEY
COMMAND ===>
F2=Retrieve F3=Exit
F4=CRFwindow
F6=Toggle
/
Yrl t ljo
7/15/t :A
J ,3/731
((}ChlUd
,~
Estate Valuation
of wilbur E. Getter
Dace of !:leath:
\,aluation Date:
Processing Date:
07/15/2002
07/15/2002
07/17/2002
Shares
or Par
Security
Description
High/Ask
Low/Bid
1)
150DO WARNER LAMBERT CO (934488AHO)
OTC
DTD, 09/15/1992 Mat, 09/15/2002 6.625%
07/15/2002
100.74720 Bid
Int, 03/15/2002 to 07/15/2002
21
1960.853 ALLIANCE ED FD (0185288851
CORP PTF B
NASDAQ
07/15/2002
10.62000 Bid
3)
4778.761 FEDERATED HIGH INCOME BD FD (314195207)
CL B
NASDAQ
07/15/2002
7.15000 Bid
4)
10244.34 FEDERATED FIXED INCOME SEeS (31417P601l
STRATG INCM B
NASDAQ
07/15/2002
7.65000 Bid
Total Val'Je:
Total Accrual:
Total: $148,804.93
Page 1
Estate of: Wilbur E. Getter
Account: Wilbur E. Getter
Report Type: Date of Death
Number of Securities: 4
File ID: GetterWilbur
Mean and/or Div and int Security
Adjustments Accruals Value
100.747200
1D.620000
7.150000
7.650000
15,112.08
331.25
20,824.26
34,168,14
78,369.20
$148,473.68
$331. 25
This report was produced with EstateVal, a product of Estate valuations & pricing Systems, Inc, If you have questions,
please contact EVP Systems at (818) 313-6300. (Revision 6.4.0)
ACCOUNT STATEMENT
PleiJse retain this sfilremen/
for your records
PREFERENCE PLUS@ Account
A Variable Annuity
Please "send all cO/respondence to the below address or your
Financial Service Represenfil/ive: STENGLE ROBERT C
MetJife Telephone 1 (71 7) 691.5900
P.O. Box 22030
Tulsa, OK 74121-2030
Telephone: 1 (800) 638-7732
ST An^"ENT~ERI?D 07/01/02- 09/30/02..
pt }i}*~/i%t}liAf~W;~
-
WILBUR E GETTER
C/O F&M TRUST CO-ATTN CHARLES R PORTER
PO BOX 6010 06H316
CHAMBERSBURG, PA 17201-6010
/",111",1,.1,11'",".11,1',.11"""111I"",.111'"",,III
INDIVIDUAL
YOUR ACCOUNT SUMMARY INFORMATION SINn ISStH
]
I
I
2,522.59.1$
I
TOTAL
TOTAL EARL Y I
WITHDRAWAL Ctil\llGES I
NET TOTAL G\IN OR
LOSS OR
INTEREST EARNINGS (1)
1
I
I
231.47 1$
1
--,
[~DING GALNKE (2) !
09/30/02 I
TOTAL CONTRIBUTIONS
WITHDRAWALS
I
0.00 II
I
I
0.00 !$
I
2,754.06
ACCOUNT!
YOUR ACCOUNT BALANCE AS OF nlls SlAflMlNT ptRIOD
I
I
!
I
Ph"
07/01/02
I -+-CONTRIBUTIONS! I! - WITHDRAWALS! I 1
I 'TRANSFERS . WITtlDRAWAl 'I
DOLLARS ,TRANSfERS TO I fROM J CHARGES
2,467.46 i 0.00 !, .17.03 ! 0.00 I
316.30,' 17.031 0.001 o.oo!
$ 2,783.761. 17.03 i -17.031 0.00 i
TOTAL
OPENING BALANCE
I
ACe. UNITS I
NA,(
10681
\il
NET GAIN OR
lm.SOR
INT. EARNINGS
ENDING BALANCE
I '
09/301021AS'ET I
DOlLARS %
2,478.421 9O.0i
275.641 10.01
12,7S4.06Iii
i{}::::-:-:;;
27.991
-57.691
I,.
-29.70 it
ACe. UNITS i
NAI
11.30 I
I
DIVISION
F1XDINT
STKrND
YOUR CURRENT ALLOCATIONS FOR FUTURE CONTRIBUTION
100% FIXED INTEREST
YOUR ASSET ALLOCATION BASED ON ACCOUNT BALANCE
(Please See Asset % Above)
10.0%
90.0%
See last page for footnotes.
6943A111.Q67-1316
Pag~ 1
1111111111111111111111111111111111
lXOfKl212693 (0899) Printed in U.S.A.
81/18/2803 10:01
71 77764589
FRANKe EGGER
Egger Funeral Home, Inc.
15 Big Spring Ave.
Newville, PA 17241-
(717)776-3414
PAGE ell
January 10, 2003
Getter
The Funeral Service for Mr. Wilbur E Getter
We sincerely appreciate the confidence you have placed in us and will continue to assist you in e\'ery way we can.
feel free to contact us if you have any questions in regard to this statement.
THE FOl..t.QW1NG IS AN ITEMIZED STATEMENT OF THE SERVICES, fACILITIES, AUrOMOUVE EQUIPMENT,
AND MERCKANOIS~: THAT YOU SeLECTED WHEN MAKfNG THE FUNERAl.. ARRANGEMENTS,
1- Professional Serviu.!
Fune,,) Director & Staff
FUNERAL HOME SERVICE CHARGES
SELECTED MERCHANDISE:
hewthside Oak
#5 Reg
THE COST OF OUR SERVICES,. EQUIPl\UNT, AND MERCHANDISE TJV.r YOU H,\VE SELECTED
AT THE TIME FUNERAl, ARRANGEMENTS WERE MADE. WE ADVANCED CERTAfN PAYMENTS TO OTHERS AS AN
.\CCOMMOOATION TflE FaLl.OWING IS AN ACCOUNTfNG FOR THOSE CHARGES.
CASt{ ADVANCES
Cemetery Charg.s
NewSpBper Notice
Cenified Copies
Clergy Honorarium
Flowers
TOTAL CASH AOV ANCtS AND SPECIAL CHARGES
SUB-rOT AL
INITtA!. PAYMENT I DISCOUNT I CREDITS
Tor AI, AMOUNT DUE
Please
53345.00
53345.00
$241000
584300
56598.00
$400,00
$64.80
520,0(}
55000
5100,0(}
5634.80
57232,&0
--..------.--...---.
S7~32.80
The slatemen' is nel nod payable in full on or before Seplember 13. 2002.
f. \\.
~of) 'r"'" .
Page 1
Ii
LAST WILL AND TEST1U~ENT
.)-1 - 0,,"-- 11 J-
I, WILBUR E. GETTER, of the Borough of Newville, Cumberland County,
Pennsylvania, declare this to be my Last Will and Testament and revoke any
will or codicil previously made by me.
ITEM I: I direct that all my just debts and funeral expenses, including
my gravemarker and all expenses of my last illness, shall be paid from my
residuary estate as soon as practicable after my decease as a part of the
administration of my estate.
ITEM II: I bequeath those articles of my household furniture and
furnishings and those articles of my personal effects and personal property
as set forth in a separate memorandum, which I shall place with my will or
deposit with my attorney, to the persons therein designated.
ITEM III: I give and bequeath part of my estate as follows:
1. To BRUCE HENNEMAN the sum of Two Thousand ($2,000.00)
Dollars.
I
,
~
2. To T~IT HENNEMAN (wife of Bruce Henneman) the sum of Two
Thousand ($2,000.00) Dollars.
3. To JANNELL HENNEMAN (daughter of Bruce and Tammy Henneman)
)
~
3
the sum of Two Thousand ($2,000.00) Dollars.
4. To MICHELLE HENNEMAN (daughter of Bruce and Tammy Hanneman)
the sum of Two Thousand ($2,000.00) Dollars.
5. To GREGORY HERSHEY the sum of Two Thousand ($2,000.00)
Dollars.
6. To CARLA HERSHEY (wife of Gregory Hershey) the sum of Two
Thousand ($2,000.00) Dollars.
7. To GREGORY HERSHEY, JR., (the son of Gregory and Carla
Hershey) the sum of Two Thousand ($2,000.00) Dollars.
8. To BRUCE HERSHEY (the son of Gregory and Carla Hershey) the
sum of Two Thousand ($2,000.00) Dollars.
9. To REVEREND ROBERT BENNER the sum of Two Thousand
($2,000.00) Dollars.
10. To MILDRED BENNER (wife of Reverend Robert Benner) the
sum of Two Thousand ($2,000.00) Dollars.
11. To ROBERT KREIDER (grandson of Reverend Robert Benner) the
sum of Two Thousand ($2,000.00) Dollars.
12. To MATHEW KREIDER (grandson of Reverend Robert Benner) the
sum of Two Thousand ($2,000.00) Dollars.
~
13. To MRS. LOIS JANSON the sum of Two Thousand ($2,000.00)
Dollars.
14. To MRS. Nfu~ETTE JOHNSON the sum of Two Thousand ($2,000.00)
~
4
3
Dollars.
15. To LOIS HOREFTIS (daughter of Nanette Horeftis) the sum of
Two Thousand ($2,000.00) Dollars.
16. To MRS. CHRISTINE HIPPLE the sum of Two Thousand
($2,000.00) Dollars.
17. To MISS BETTY ANN HOFFMAN the sum of Two Thousand
($2,000.00) Dollars.
18. To MRS. JL~YO MYOSHITA the sum of Two Thousand ($2,000.00)
Dollars.
19. To MRS. MARTHA REID the sum of Two Thousand ($2,000.00)
2
~
~
.~
'3
"
II
I
I
i
,I
il Dollars.
,
20. To GERALD HENNE~1AN the sum of One Thocsand ($1,000.00)
Dollars.
21. To HRS. DORIS JAHES the sum of Two Thousand ($2,000.00)
Dollars.
22. To CRYSTAL HENNE~~ (daughter of Gerald and Betty
Henneman) the sum of One Thousand ($1,000.00) Dollars.
23. To BRYON HENNE~ (son of Gerald and Betty Henneman) the
sum of One Thousand ($1,000.00) Dollars.
Should the assets of my estate or this trust not be sufficient to pay
all the above legacies in full, they shall be reduced proportionately
and paid to the fullest proportional extent to which they can be out of
the distributable assets of my estate. It is my intention that this
provision be in lieu of and substitution for the normal rules of
abatement.
24. All the rest, residue and remainder shall be divided
equally among the following organizations:
a. Friendship Hose Company AuxilIary, Newville,
Pennsylvania.
b. Friendship Hose Company Building Fund, Newville,
Pennsylvania.
c. Friendship Hose Company Engine Fund, Newville,
Pennsylvania.
d. Friendship Hose Company Ambulance Fund, Newville,
Pennsylvania.
3
'I
Ii
II
I,
I!
II
,I
II
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II
II
Ilof
e. Newville Community Chest.
f. St. Paul's Lutheren Church, Ne~ville. Pennsylvania.
ITEM IV: I appoint his or her respective parent or guardian, guardian
any property which passes outright either under this will or otherwise to
a minor and with respect to which I am authorized to appoint a guardian and
have not otherwise specifically done so, provided that this appointment of a
guardian shall not supersede the right of any fiduciary in its discretion to
distribute a share where possible to the minor or to another for the minor's
benefit. Such guardian shall have the power to use principal as well as
income from time to time for the minor's support and education (including
secondary, college education, both graduate and undergraduate, professional
~
and other education) without regard to his or her parent's ability to provide
for such support and education, or to
Iwithout further responsibility to the
make payment for these purposes,
minor or to the minor1s parent or to
<0
~
J
any person taking care of the minor.
ITEM V: I direct that all taxes that may be assessed in consequence of
my death, of whatever nature and by whatever jurisdiction imposed, shall be
paid from my residuary estate as part of the expenses of the administration of
my estate.
ITEM VI: My executor, trustee and guardian shall have the following
powers in addition to those vested in them by law end by other provisions of
my will applicable to all property, whether principal or income, including
property held for minors, exercisable without court approval, and effective
until actual distribution of all property:
A. To retain any or all of the assets of my estate, real or personal,
4
~
~
3
II
I
II
'1
Ii
I'
'I
II
II
I
I
I
I
including stock of my corporate fiduciary, without regard to any principal
of diversification or risk.
B. To invest in all forms of property, including stock, common trust
funds, and mortgage investment funds whether operated by my corporate
fiduciary or others, without restriction to investments authorized for
Pennsylvania Fiduciaries, as they deem proper, without regard to any
principle of diversification or risk.
C. To sell at public or private sale, to exchange, or to lease for any
period of time, any real or personal property and to give options for
sales, exchanges or leases, for such prices and upon such terms or
conditions as they deem proper.
D. To allocate receipts and expenses to principal or income or partly
to each as they from time to time think propor in their sole discretion.
E. To borrow from or to sell to my trustee even though such trustee may
be my executor.
F. To pay from the principal of the trust created under ITEM III the
funeral and administrative expenses of my estate, the inheritance,
succesion and estate taxes imposed thereon or payable thereby, and the
debts thereof, including any mortgage indebtedness.
G. To cause the title to any property held hereunder to stand in the
name of a nominee or nominees.
H. To repair, alter or improve any real or personal property; to borrow
money, including the right to borrow money from any fiduciary hereunder,
and to pledge, mortgage, or create a security interest in any property held
by them as security therefor, and to make loans, secured or unsecured, for
5
~
~
~
II
I
such purposes and upon such terms and conditions as the trustee may deem
advisable, including loans to my estate, with or without interest, for any
purposa whatsoever, and to exercise options of any kind.
T. To subscribe for or to exercise options for stocks, bonds or other
investments; to join in any plan of lease, mortgage, merger, consolidation,
reorganization, foreclosure or voting trust and to deposit securities
thereunder; to vote securities in person or by proxy, in such connection to
delegate discretionary powers; and generally to exercise all the rights of
security holders or employees of any corporation.
J. To compromise, submit to arbitration or release any claim of my
estate or any trust hereunder against others and to pay, compromise, or
submit to arbitration aGY claim of others against my estate or any trust
hereunder.
K. To continue the operation of any business in which I may be
interested or engaged at the time of my death (regardless of the form or
organization of any such business), which business or an interest in which
shall be received by my fiduciary. This authorization shall include the
right to change the form of any such business by the reorganization or
incorporation thereof, or the formation of a general or limited partnership
with respect thereto, and shall also include the right to invest in any
such business including the right to invest in any business the property of
any trust hereunder for such periods of time and upon such terms and
conditions as my fiduciary shall deem advisable. No fiduciary shall be
liable for any loss resulting from continuing any such business, but my
fiduciary may, in my fiduciary's discretion, sell, liquidate or otherwise
6
discontinue any such business at such time or upon such terms and
conditions as my fiduciary shall deem advisable.
L. To pay from the income of the trust created under ITEM III hereof,
monthly payments on any mortgage on real estate owned by me individually or
jointly with another person at the time of my death, if my trustee deems it
advisable not to prepay any such mortgage.
M. My trustee, generally, shall have full power and authority to
exercise all rights and privileges appurtenant to any property held by my
trustee, and to execute and deliver any and all instruments which may be
necessary or expedient in the exercise of the powers granted herein.
N. In making distribution of my estate, my executor (and in making
distribution of any trust, my trustee) is hereby granted the power to make
non-prorata distribution of assets in kind.
~
'0
;
O. My trustee in addition to other powers granted shall have the
authority to purchase life insurance on the lives of any or all
beneficiaries of the tTust. In addition, specific authority or power is
granted to pay premiums on existing policies as well as those purchased
after the creation of the trust even though said policies may not be owned
by or payable to the trustee as beneficiaTY, Premiums may be paid from the
income of the trust estate or, if necessary, from principal.
P. To exercise any law-given option to pay death taxes in installments,
the payment of interest due on such installments to be a charge against
principal.
Q. To exercise any law-given option to treat administrative expenses
either as income tax or as estate tax deductions, without regard to whether
7
the expenses were paid from principal or income.
R. Should the principal of any trust herein provided for be or become
too small in the Trustee's discretion so as to make establishment or
continuance of trust inadvisable, my Trustee or my personal representative
may nlake immediate distribution of the then remaining principal and any
accumulated or undistributed income outright to the person or persons and
in the proportions they are then entitled to. If any such person is then a
minor, distribution may be made to that person's guardian, or to a person
selected by the trustee to be custodian for such person until the age of
twenty-one (21) years under the Pennsylvania Uniform Gifts to Minors Act.
ITEM VII: I appoint BRUCE HENNEM.~ and GREGORY HERSHEY, executors of
this my last will. Should both of my said executors fail to qualify or
~
cease to act as ey.ecutors, I appoint CCNB BANK, N.A., executor of this my
last will.
o
~
j
ITEM VIII: My corporate fiduciary shall be entitled to compensation
based upon its regular schedule of fees for such services in effect from
time to time during the period over which its services are performed.
ITEM IX: My individual fiduciary shall be entitled to reasonable
compensation for his or her services rendered from time to time unless
different compensation has been provided for in a separate letter of
agreement.
ITEM X: I direct that my executor or guardian or their successors
shall not be required to give bond for the faithful performance of their
duties in any jurisdiction.
ITEM Xl: The interests of the beneficiaries hereunder shall not be
8
subject to anticipation or to voluntary or involuntary alienation.
ITEM XII: If I have not otherwise made express funeral arrangements
with Frank Egger Funeral Home, I wish my funeral to be conducted by Frank
Egger Funeral Home.
IN WITNESS WHEREOF, I hereunto set my hand and seal tu this my Last
Will and Testament, written
1"2- -tf day of Se-rr.;ftfrt ~
I
on eleven (11) sheets of paper, dated this
, 1990.
'-U~[.~
Wilbur E. Getter
(SEAL)
The preceding instrument, consisting of this and ten (10) other
typewritten pages, each identified by the signature of the testator, was on
the day and date thereof signed, published and declared by the testator
therein named, as and for his Last Will, in the presence of us, who, at his
request, in his presence, and in the presence of each other have subscribed
our names as witnesses ereto.
residing at
A!tt/vJ!. Pc--
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residing at
9
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CO~10NWEALTH OF PENNSYLVANIA
5:3.
COUNTY OF ClJNBERLAND
I, WILBUR E. GETTER, the testator whose name is signed to the attached
or foregoing instrument, having been duly qualified according to law, do
hereby acknowledge that I signed and executed the instrument as my Last Will;
and that I signed it willingly and as my free and voluntary act for the
purposes therein expressed.
0~[.~
Wilbur E. Getter
(SEAL)
Sworn to or affirmed and acknowledged
before me by WILBUR E. GETTER,
t~testator, this I~~~ day of
""~~ , 1990.
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J:lli' '11 .,.n. I
Tt.:,g~'t~3'U:;.,- ~..,2t\40~(if'1 P\.;~\l~ ,
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I ~ ';r-'~ - ~.;.":-. l~".,:,.,,,_ cC-.'t G I~C]
A.,'I Cor,l".,,,~.....n ~",;.,:,;;." .~o:.;:"_. /, 7.
COHMOt.Wl\aLIH OFl'"'E1ilNS'lLVANIA-:
ss.
COUNTY OF CUMBERLAND :
We, ~//" I,b-v,'r and (UQ(\<!..,-\ G. r{\e5~ld, , the
witnesses whose names are signed to the attached or foregoing instrument,
being duly qualified according to law, do depose and say that we were
present and saw the testator sign and execute the instrument as his Last
Will; that the testator signed willingly and executed it as his free and
voluntary act for the purposes therein expressed; that each subscribing
witness in the hearing and sight of the testator signed the Will as a
witness; and that to the best of our knowledge the testator was at that time
eighteen (18) or more years of age and of sound mind and under no constraint
or undue influence. ~14 t d
LH0U70 )?)r~
Sworn to or affirmed and subscribed to
before me by otI,\\I'I\,l.)u(\.\ C. '),I'\\JIS and
~f:\\\.\c.,,\ G. \'\t':;':,LC-+-\ , witnesses. this
\::"..... day of s....,vt.H'^-~ , 1990.
.ko \ c:k,
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FIRST AND SOLE CODICIL
TO
LAST WILL AND TESTAMENT
,;)1-O..)-71;}.
I, WILBUR E. GETTER of the Borough of Newville, Cumberland
County, Pennsylvania, declare this to be the Sole Codicil to my
Last Will and Testament dated September 12, 1990.
ITEM I: I do hereby amend my Last will and Testament dated
September 12, 1990, by addinq paragraph 24. g. to ITEM III
thereto which shall read as follows:
"24.g. Newville Area COIrl1llunity Center, Newville, PA."
ITEM II: In all other respects, I hereby ratify, confirm
and republish my Last Will dated September 12, 1990, together
with this Sole COdicil, as and for my Last Will.
this
IN WITNESS
/111-
WHEREOF, I have
o J-v ~-0\
hereunto set my hand and seal
day of
, 1992.
tJ~~.~ (SEAL)
WILBUR E. GETTER
Signed, published, and decl,red on the date thereof by the
above named WILBUR E. GETTER as and for the Sole Codicil to his
last Will dated September 12, 1990, in the presence of us, who
at his request, in his presence, and in the presence of each
other, have subscribed our names as witnesses hereto.
,~j..(!,/~
fifrb- Iff. J~
residing at
Yew/.llt' . ;4.
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residing a~~~/ /;1--
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COMMONWEALTH OF PENNSYLVANIA
COUNTY OF CUMBERLAND
:
ss.
I, WILBUR E. GETTER, the Testator whose name is signed to
the attached or foregoing instrument, having been duly qualified
according to law, do hereby acknowledge that I signed and
executed the instrument as my First and Sole Codicil to my Last
will dated September 12, 1990, and that I signed it willingly
and as my free and voluntary act for the purposes therein
expressed.
I,
Sworn to or affirmed and sUbscribed
\-ICI~11"ff"rl C [xlVfS and
0? witnesses, this
, 1992.
:
2
Ji~~-~
WILBUR E. GETTER
( SEAL)
the
~a~'fir'€ L. ~;~~;~';~~,:::':i: :'Jr~8r-,: ,;.~~~,-"---
SJli~="sburg Boro. Cui;,\'>\,:~".
My UJrnmissiOf1 Exp"l.< ,~, _ ;
ss.
NotarialSe.al
Ja01Ue~ne L. Drawbaugh, Notary P1Jb!c
Shlf.lperlsburg Bora, Cumberland County
My Cornit"J'SSlon 8.pres A:..'g. 14, 1995
1
.'
SECOND CODICIL
TO
LAST WILL AND TESTAMENT
;)1 -0;).-71:>--
I, WILBUR E. GETTER, of the Borough of Newville,
Cumberland County, Pennsylvania, declare this to be the
Second Codicil to my last will dated September 12, 1990.
ITEM I:
I do hereby revoke the appointment of CCNB
BANK, NA, substitute Executor contained in ITEM VII of my
last Will (which is dated September 12, 1990) and I do
hereby nominate and appoint FARMERS & MERCHANTS TRUST
COMPANY OF CHAMBERS BURG , PENNSYLVANIA substitute Executor,
together with all of the powers and authorizations therein
given to my substitute Executor.
ITEM II: In all other respects, I hereby ratify,
confirm, and republish my Will dated September 12, 1990,
together with this Second Codicil and any other Codicils
not specifically revoked herein, as and for my last will.
IN WITNESS WHEREOF, I have hereunto set my hand and
seal this
re, .'" ( L
2('-"- day of (../v'j.{j ,r"
'-
, 1999,
UJ..i2L~ ~ . -;Ucr;:::-
WILBUR E. GETTER
Signed, published, and declared on the date above
specified by the above named WILBUR E. GETTER as and for
the Second Codicil to his ra-st-Wi-l-1--dated----8eptember--lz-;---.
1990, in the presence of us, who at his request, in his
presence, and in the presence of each other, have
subscribed our names as witnesses hereto.
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.... ,.. ... I .
a-rff.', 1-'\.'~
residing at N ~v: (It" n.
~J//j? -:1tfrIJ-I;;U,J- residing at
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COMMONWEALTH OF PENNSYLVANIA
ClzdA.6vM!Jt.1JI, 1&.
(f
ss.
COUNTY OF CUMBERLAND
I, WILBUR E. GETTER, the Testator whose name is signed
to the attached or foregoing instrument, having been duly
qualified according to law, do hereby acknowledge that I
signed and executed the instrument as my Codicil to my last
Will dated ; and that I signed it willingly and as my free
and voluntary act for the purposes therein expressed.
,(' ~-
w.4'!...., C . (SEAL)
WILBUR E. GETTER
Sworn to or affirmed and acknowledged
before me by 'N/t.131..lR s, GBTTf>!< , the
Testator, this 2u7:f! day of
oc-ro~ P1~ ' 1999.
~. Ijj/f~
.~ No Public
NOTAItlAl SiAl
m'IA M. aaoc'<:ENS. "''''ory Pl,blic
~hippeNblfl'9 Bot'o. ClIrr.b.r!.:::lInd 0,., PA
MV Cammil.:ion Cxprm. Mey 8. zc.co
COMMONWEALTH OF PENNSYLVANIA
ss.
COUNTY OF CUMBERLAND
Wet 1/IfILl/CT:'":il/ {J. .L\LIV/S' and .-llir<A R. htLS7}}-Y ,
the witnesses whose names are signed to the /attached
instrument, being duly qualified according to law, do depose
and say that we were present and saw the Testator sign and
execute the instrument as his Codicil; that the Testator
signed willingly and executed it as his free and voluntary
act for the purposes therein expressed; that each subscribing
witness in the hearing and sight of the Testator signed the
Codicil as a witness; and that to the best of our knowledge
the Testator was at the time eighteen (18) or more years of
age and of sound mind and under no constraint or' undue
influence.
~ iL Ci)-:-
041a1/ 'ii-dliru/!
/1
, ~
Sworn to or affirmed and subscribed to
before me by HI'lI'1/Lnll/ C. ?Jill/IS and
7fr.RA R. hh~ ' witnesses, this
2U 711 day of dCTOBEJe. , 1999.
i-H ~~~
~ 0 ary Public
NOT ARlAl SEAl
'rn"<A M. !\llOOKENS, """"'r II"b.<
S,i~tl5burg Boro. Cumbtttfc-nd Co., PA
M. C...........", bpi,.. Moy 8, 2000
l'
~ .
y BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
DEPT. 280601
HARRISBURG, PA 17128-Ob01
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF INHERITANCE TAX
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSMENT OF TAX
~r~
~~
s_~ c
'p3 ~lU~ -6 ;1 ~ =~~'
HAMILTON C DAVIS
ZULLINGER DAVIS
PO BOX 40
SHIPPENSBURG
C..J4~
REV-1547 E% ,FP [01-DS)
DATE 06-03-2003
ESTATE OF GETTER WILBUR E
DATE OF DEATH 07-15-2002
FILE NUMBER 21 02-0712
COUNTY CUMBERLAND
ACN 101
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE - RETAIN LOWER PORTION FOR YOUR RECORDS -~
----------------------------------------------------------------------------------------------------------------
REV-1547 EX AFP (01-03) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF GETTER WILBUR E FILE N0. 21 02-0712 ACN 101 DATE 06-03-2003
TAX RETURN WAS: (X) ACCEPTED AS FILED ( l CHANGED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) .00 NOTE: To insure proper
2. Stocks and Bonds (Schedule B) (2) .00 credit to your account,
3. Closely Held Stock/Partnership Interest (Schedule C) (3) .00 submit the upper portion
4. Mortgages/Notes Receivable (Schedule D) (4) .00 of this fora with your
5. Cash/Bank Deposits/Misc. Personal Property (Schedule El (5) 16,832.58 tax payment.
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) 208,871.32
8. Total Assets (g) 225,703.90
APPROVED DEDUCTIONS AND EXEMPTIONS:
27,006.70
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9)
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 2,449.02
11. Total Deductions (11) 29.455.72
12. Net Value of Tax Return (12) 196,248.18
13. Charitable/Governmental Bequests; Non-elected 9113 Tru sts (Schedule J) (13) 157,248.18
14. Net Value of Estate Subject to Tax (14) 39, 000 .00
NOTE: If an assessment was issued previously, lines 14, 15 andior 16, 17, 18 and 19 wiil
reflect figures that include the total of ALL returns assessed to date.
ASSESSMENT OF TAX:
15. Amount of Line 14 at Spousal rate (15) •00 X 00 = .00
16. Amount of Line 14 taxable at Lineal/Class A rate (16) .00 X 045 = .00
17. Amount of Line 14 at Sibling rate (17) .00 X 12 .00
18. Amount of Line 14 taxable at Collateral/Class B rate (18) 39,000.00 X 15 - 5,850.00
19. Principal Tax Due (19)= 5,850.00
TAX CREifiTS-
DATE
NUMBER +
INTEREST/PEN PAID (-) AMOUNT PAID
04-14-2003 CD002448 .00 5,850.00
TOTAL TAX CREDIT 5,850.00
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
* IF PAID AFTER DATE INDICATED, SEE REVERSE ( IF TOTAL DUE IS LESS THAN S1, NO PAYMENT IS REQUIRED.
FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)
RESERVATIDN: Estates of decedents dying on or before December 12, 1982 - if any future interest in the estate is transferred
in possession ar enjoyment to Class B [collateral) beneficiaries of the decedent after the expiration of any estate for
life or for years, the Comnonwealth hereby expressly reserves the right to appraise and assess transfer Inheritance Taxes
at the lawful Class B [collateral) rate on any such future interest.
PURPOSE OF
NOTICE: To fulfill the requirements of Section 2140 of the Inheritance and Estate Tax Act, Act 23 of 2000. (72 P.S.
Section 9140).
PAYMENT: Detach the top portion of this Notice and submit with your payment to the Register of Wills printed on the reverse side.
--Make check ar money order payable to: REGISTER OF MILLS, AGENT
REFUND (CR): 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-13137. Applications are available at the Office
of the Register of Wills, any of the 23 Revenue District Offices, or by calling the special 24-hour
answering service for forms ordering: 1-800-362-2050; services for taxpayers with special hearing and / ar
speaking needs: 1-800-447-3020 (TT only).
DBJECTIONS: Any party in interest not satisfied with the appraisement, allowance, ar disallowance of deductions, ar assessment
of tax (including discount or interest) as shown on this Notice must abject 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: Past Assessment Review Unit, Dept. 280601, Harrisburg, PA 17128-0601
Phone [717) 787-6505. See page 5 of the booklet ^Instructions for Inheritance Tax Return for a Resident
Oecedent^ [REV-1501) for an explanation of administratively correctable errors.
DISCOUNT: If any tax due is paid within three C3) calendar months after the decedent's death, a five percent (5%) discount of
the tax paid is allowed.
PENALTY: The 15% tax amnesty non-participation penalty is computed an the total of the tax and interest assessed, and not
paid before January 18, 1996, the first day after the end 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: Interest is charged beginning with first day of delinquency, or nine (9) months and one C1) day from the date of
death, tc the date of payment. Taxes which became delinquent before January 1, 1982 bear interest at the rate of
six (6%l percent par annum calculated at a daily rate of .000164. All taxes which became delinquent on and after
January 1, 1982 will bear interest at a rate which will vary from calendar year tc calendar year with that rate
announced by the PA Department of Revenue. The applicable interest rates for 1982 through 2003 are:
Interest Daily Interest Daily Interest Daily
Year Rate Factor Year Rate Factor Year Rate Factor
1982 20% .000548 1987 9% .000247 1999 7% .000192
1983 16% .000438 1988-1991 11% .000301 2000 8% .000219
1984 11% .000301 1992 9% .000247 2001 9% .000247
1985 13% .000356 1993-1994 7% .000192 2002 6% .000164
1986 10% .000274 1995-1998 9% .000247 2003 5% .000137
--Interest is calculated as follows:
INTEREST = BALANCE OF TAX UNPAID X NUMBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR
--Any Notice issued after the tax becomes delinquent will reflect an interest calculation to fifteen (157 days
beyond the date of the assessment. If payment is made after the interest computation date shown on the
Notice, additional interest must be calculated.
COMMONWEALTH OF PENNSYLVANIA
OFFICE OF ATTORNEY GENERAL
MIKE FISHER
ATTORNEY GENERAL
September 30, 2003
OAT 0 2 203
Charitable Trusts and
Organizations Section
21 S. 12th St., 3rd Floor
Philadelphia, PA 19107
Telephone: (215) 560-2402
Hamilton C. Davis, Esquire
Zullinger-Davis, P.C.
20 East Burd Street
Suite 6
P. O. Box 40
Shippensburg, PA 17257
Re: Estate of Wilbur E. Getter, Deceased
Dear Mr. Davis:
Receipt is acknowledged of your letter regarding the charitable gifts in
the above matter.
I have reviewed the Account and other materials submitted and, on
behalf of the Attorney General as areas striae, would advise you that this
Office is without objection to confirmation of the Account as stated.
Very truly yours,
.~
~' ~
r, ~ 0' f
~ ~
Lawrence Barth
Deputy Attorney General
LB:jak
10-03-'03 09:02 FBOM-ZULLINGE)3-DAVIS PF30F 717-530-5222
COMMONWEALTH OF PENNSYLVANIA
OKFICE OF AYTORN~Y GENERAL
MIKE FISHE=R
ATTORNEY GENERAL
September 30, 2003
T-486 P03/03 U-239
OC1~ 0 2 2003
Charitable Trusts and
Organizations Section
21 S. 12th St., .3rd Floor
Philadelphia, PA 19107
7efephone: (215) 5602402
Hamilton C. Davis, Esquire
Zullinger-Davis, P.C.
20 East Burd Street
Suite 6
p. 0. Box 40
Shippensburg, PA 17257
Re: Estate of Wilbur E. Getter, Deceased
Dear Mr. Davis:
Receipt is acknowledged of your letter regarding the charitable gifts in
the above matter.
I have reviewed the Account and other materials submitted and, on
behalf of the Attorney General as ~re_ns patriae, would advise you that this
Office is without objection ~to confirmation of the Account as stated.
very tr y yours,
Lawrence Barth
Deputy Attorney General
LB:jak
~` ,
10-03-'03 09;02 FBOM-ZULLINGEB-DAVIS PBOF 717-530-5222
LAW OFFICES QF
ZULLINGEB - DA~V'~S
PROFESSIONAL CORPORATIQN
JOEL It. ZY7LLII~GER
14 North Main Street
Suite 200
Chambersburg, PA 17201
717-264-6029
Fax: 717-264-1884
zuingrlaw(a,supernet.com
Dale F. Shu,Bhart, Jr.
of counsel
October 3, 2003
'VIA FACSIMILE
Register of Wills
Cumberland County
One Courthouse Square
Carlisle, PA 17013
RE: Estate of Wilbur E. getter
Est. No. 2002 00712 - PA No. 21-02-0712
bear Sir or Madam:
T-486 P02/03 U-239
HAMILTON C. bAV73
20 Eaa't Burl Street, Suite 6
P.O. Eox 40
Shippensburg, PA 17257
717-5325713
Fax: 717-5305222
davislaw~a7~ u..pexa~et. com
Enclosed please find a response from the Office of Attorney General,
If there are any questions or concerns, please contact me at the Shippensburg office. Thank
you.
HCD/njk
Sincerely,
~~ ~ ~~
~Iamilton C. Davis
far Zullinger -Davis
Professional Corporation
Enclosure
.. .
10-03-'03 09;02 FROM-ZULLINGER-DA~1I5 PROF 717-530-5222 T-486 P01/03 U-239
LA'W OFFICES OF
~YJLI,~~T~.~R - D.~`~I~
PROFESSIONAL CORI'017A.TION
JOE)(. R. ZIi,~LLINCER
14 North Main Street
Suite 200
Chambersburg, PA I720I
717-264-6p29
)=ax: 717-264-1 SS4
Subject:
Frvm: iFiamilton C. Davis
H.~,:'~TTLTON' C. DA~'TS
Dale F_ Shughart, 7r. 2p East Kurd Street, Suite 6
~~1= counsel ]'.O. Box 40
Shippensburg, PA 17257
717-532-5713
Fax: 717-530-52?2
davislaw~a supei11zt tom
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CONFCAI;N~TIAL
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COURT OF COMMON PLEAS OF CUMBERLAND COUNTY
ORPHANS' COURT DIVISION
ESTATE NO. # 21-02-0712
FIRST AND FINAL ACCOUNT OF
BRUCE HENNEMAN AND GREGORY HERSHEY
For
WILBUR E. GETTER, DECEASED
LATE OF WEST PENNSBORO TOWNSHIP
Date of Death:
Date of Letters:
Date of Letters Advertised:
Account Period:
7/ 15/2002
8/9/2002
09/25, 10/02 and 10/09/2002
The Valley Times-Star
09/27, 10/04 and 10/11/2002
Cumberland County Law Journal
8/8/2003
Purpose of Account: BRUCE HENNEMAN AND GREGORY HERSHEY
offer this Account to acquaint interested parties with the transactions that have
occurred during the administration of the estate.
The Account also indicates the proposed distribution of the estate.
It is important that the Account be carefully examined. Requests for additional information
or questions or objections can be discussed with:
Attorney:
Hamilton C. Davis
P O Box 40
20 East Burd Street, Suite 6
Shippensburg, PA 17257
(717)532-5713
2
SUMMARY OF ACCOUNT
Page
Proposed Distribution
to Beneficiaries 10
Principal Receipts 4
Gains/ losses on conversion 4
Less Disbursements:
Debts of Decedent 5
Funeral Expenses
Administration
Expenses and Reserve 5
Federal and State 5
Taxes
Fees and Commissions 5
Balance before
Distributions 5
Distribution to 5 & 6
Beneficiaries (Advance
Distributions)
Principal Balance on 6
Hand
Income:
Receipts 7
Less Disbursements 7
Balance before 8
Distribution
Distribution to 7
Beneficiaries
Income Balance on 7
Hand
Combined Balance on 8
Hand
Recapitulation 8
$148,074.37
$2,598.22
$0.00
$2,138.30
$6,114.00
$17,500.00
Fiduciary
Acquisition
Value
$148,074.3 7
$212,303.68
$0.00
$28,350.52
$183,953.16
$39,000.00
$144,953.16
$3,121.21
$0.00
$3,121.21
$3,121.21
$148,074.37
$148,074.37
3
FIRST AND FINAL ACCOUNT OF
WILBUR E. GETTER
LATE OF West Pennsboro Township
THE ACCOUNTANTS CHARGE THEMSELVES WITH THE FOLLOWING:
F&M Checking Account $6,188.56
F&M Trust Account $198,305.73
Veterans Life Insurance $5,185.94
MetLife Annunity $2,623.45
Gain/ Losses on onver ion~• $0.00
$0.00
TOTAL PRINCIPAL RECEIPTS: $212,303.68
4
To/Pu~pose:
Debts of Decedent'
Capital Blue Cross
Doris James
EVP Systems
F&M Trust
Continuing Care
Carlisle Medical Center
Richard Rundle
Vital Statistics
$196.80
$100.00
$6.20
$25.00
$1,415.22
$812.00
$25.00
~ 18.00
TOTAL DEBTS OF DECEDENT
Fogelsonger -Bricker Funeral Expenses (Prepaid)
TOTAL FUNERAL EXPENSES
Administration Expenses and Reserve:
Cumberland County Legal Journal $75.00
The News Chronicle $71.30
Probate Fees, Cumberland County Courthouse $327.00
Myers Tax Service $150.00
Register of Wills -Filing Fee $15.00
Reserves for contingencies $1,500.00
TOTAL ADMINISTRATION EXPENSES
Federal nd State Taxe~•
PA Department of Revenue -Inheritance Tax Return $264.00
PA Department of Revenue -Inheritance Tax Return $5,850.00
TOTAL TAXES
Fees and Commissions:
Bruce Henneman $5,000.00
Gregory Hershey $5,000.00
Hamilton C. Davis, Attorney $7,500.00
TOTAL FEES AND COMMISSIONS
TOTAL PRINCIPAL DISBURSEMENTS AND RESERVES:
Balance before Distributions
Distributions to Beneficiaries
Bruce Hennaman $2,000.00
Tammy Hennaman $2,000.00
$2,598.22
$0.00
$2,138.30
$6,114.00
$17,500.00
$28,350.52
$183,953.16
5
Jannelle Hennaman $2,000.00
Michelle Hennaman $2,000.00
Gregory Hershey, Jr. $2,000.00
Carla Hershey $2,000.00
Gregory Hershey $2,000.00
Bruce Hershey $2,000.00
Robert Kreider $2,000.00
Matthew Kreider $2,000.00
Lois Janson $2,000.00
Wanetta Johnson $2,000.00
Lois Horeftsis $2,000.00
Christine Hipple $2,000.00
Betty Ann Hoffman $2,000.00
Gerald Henneman $1,000.00
Doris James $2,000.00
Chrystal Hennaman Jones $1,000.00
Bryan Hennaman $1,000.00
Mildred Brenner $2,000.00
Carolyn Miyashita $2,000.00
TOTAL DISTRIBUTIONS $39,000.00
Balance of Principal on Hand (before final distributions
to residuary beneficiaries) $144,953.16
6
Green Ridge Village Refund
F&M Trust
Orrstown Bank Interest
TOTAL INCOME RECEIVED
LESS INCOME DISBURSEMENTS
LESS INCOME DISTRIBUTIONS
NET INCOME ON HAND
$2,682.11
$68.91
$370.19
$3,121.21
$0.00
$0.00
$3,121.21
7
TOTAL PRINCIPAL
LESS LOSS ON CONVERSIONS
LESS PRINCIPAL DISBURSEMENT
LESS DISTRIBUTIONS TO BENEFICIARIES
PRINCIPAL BALANCE
PLUS INCOME BALANCE
COMBINED BALANCE FOR DISTRIBUTION
$212,303.68
- 0.00
28,350.52
- 39,000.00
+ 3,121.21
144,953.16
$148,074.3 7
Balance for Distribution (As Shown on Above)
Composed of CASH
$148,074.37
TOTAL $148,074.37
WILBUR E. GETTER, by ITEM III of his Last Will and Testament
bequeathed his residuary estate to the beneficiaries listed below, in equal shares
Friendship Hose Company In Cash $24,679.06
15 East Big Spring Avenue
Newville, PA 17241
St. Paul's Luthern Church In Cash $24,679.06
7 Big Spring Avenue
Newville, PA 17241
Newville Area Community Center In Cash $24,679.06
2 Chestnut Street
Newville, PA 17241
Friendship Hose Company Building Fund In Cash
15 East Big Spring Avenue
Newville, PA 17241
Friendship Hose Company Engine Fund In Cash
15 East Big Spring Avenue
Newville, PA 17241
Friendship Hose Company Ambulance Fund In Cash
15 East Big Spring Avenue
Newville, PA 17241
$24,679.06
$24,679.06
$24,679.06
Total for Distributions $148,074.36
Balance $0.00
This Exhausts the Fund
9
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF CUMBERLAND
ss.
Bruce Henneman and Gregory Hershey, Executors of the Estate of Wilbur E. Getter
late of West Pennsboro Township, Cumberland County, Pennsylvania being sworn
according to law does depose and say that the foregoing Account and Statement of
Proposed Distribution to Beneficiaries is true and correct, both as to items of charge and
discharge, to the best of their knowledge, information and belief.
BR E HENNEMAN, EXECUTOR
~y=LtA~
GO Y H RSHEY, EXECU R
Sworn to and Subscribed to
before me this ~ day of
~~~r~1~ l , 2003.
,~.
,~~r ,
p ~ .,._...._...
Nota Public
Notarial Seal rryy
Shippens~burg BoroVCumoberland bCoun
My Commission Expires Sept. 27, 2004
Member, Pennsylvania Association oT Notaries
10
STATUS REPORT UNDER RULE 6.12
Name of Decedent: Wilbur E. Getter
Date of Death: 07/15/2002
Estate No. 2002-00712
Pursuant to Rule 6.12 of the Supreme Court Orphans' Court 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 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 X No
b. The separate Orphans' Court No. (if any) for the personal
representative's account is: NONE
c. Did the personal representative state an account informally to the
parties in interest? Yes X No__
d. Copies of receipts, releases, joinders and approvals of formal or
informal accounts may be filed with the Clerk of the Orphans' court
and may be attached to this report.
f, ~
Date: ~ ~ ~---""
Hamilton C. Davis, Esquire
P.O. Box 40
Shippensburg, PA 17257
(717) 532-5713
Capacity: Personal Representative
XX Counsel for Personal
Representative
~N