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HomeMy WebLinkAbout04-0641 PETITION FOR PROBATE and GRANT OF LETTERS also known as To: Register of Wills for the Deceased. County of c~64 ~eseLi,n~ ,~ in the Social Security No. Icl ~t '- 2o .- ~ ~ ~ ~ Commonwealth of Pen~sylgania The petition of the undersigned respectfully represents that: Your petitioner(s), who is/are 18 years of age or older an the execut.~ ~ ' named in the last will of the above decedent, dated ~ ~ 'r~ ~ ~z t5~ ~ and codicil(s) dated 5 ~'~ ,% ~Z /~, ~ .~.o (state relevant circnmstances, e.g. renunciation, death of executor, etc.) Decendent was domiciled at death in C~. ~ ~ ~/z t D ~ ~ County, penflsflvania, with h.a~ ~z last family or principal residence at L ~ ~ ~ k ~ ~ ~ ~ c ~ c ~ /g ~ / ' (list street, number and muncipa~ty) ( ~4 ~ ~ 0 i7~ Decendent, then % 2 years of age, died d ~/~ Except as follows, decedent did not marry, was not divorced and did not have a child b rn 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: g a ~ (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 of real estate in Pennsylvania $ situated as follows: WHEREFORE, petitioner(s) respectfully request(s) the probate of the last will'~nd codicil(s) presented herewith and the grant of letters ~. theron. (testamentary; administration c.t.a.; adminiSt~on d.b.n.c.t.a.) , I OATH OF PERSONAL REPRESENTATIVE COMMO~WWALT. Or ew~S~I~.VAmA q 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. ,_vn to.,~r affirmed and subscribedr ~ ~t ~~ I ~ o~r$ me mis . 1 ~y oD L q ~ ~ ~ I I ~ DECREE OF PROBATE AND GRANT OF LETTERS AND NOW TI2,.L~ fl /9 _, in consideration of the petition on the reverse side hereof, satisfactory proof having been pr~e~t~d before me, IT IS DECREED that the inst~ment(s) dated ' described therein be admitted to probate and filed of record as the last will of ~e hereby granted to ' FEES TOTAL Filed ................................... PHONE This is to certify that the information here given is correctly copied from an original certificate of de:~th (hlly file,T'~ilh me as Local Registrar. The original certificate will be forwarded to the State Vital Records Office for permanent fil WARNING: It is illegal to duplicate this copy by photostat or photograph. Local R~ gistrar 7 JUL 0, No. ~ De.te o5 143 Rev 2/87 F" COMMONWEALTH OF PENNSYLVANIA · DEPARTMENT OF HEALTH · VITAL RECORDS I CERTIFICATE OF DEATH NAME OF DECEDENT (Fvst. Middle Last} · STATE FILE NUMBER ' ,.. · ,, -- ,. .. , JSEX I SOCIAL SECURITY NUMBER IOATE OF DEATH (Month DaY Year) ~. w~nrfi.tecl la. Ha~r4ngton 12 Female 13 199- 20 9027 I:, J,,1- ~ ~?Jn-' ' AGE (Last a~h~y) I UN~R1Y~RI UN~RIDAY I OATE~BRT ........ I' I' -- ~ 1,4.~ ~ ~, ~4 8b 8d ~ I ' ' -- -- ~ - ] MOTHER'S HAME Fr*t Mille Ma~ l ~*. ~tS~ Ent~grne ,, ' ' DoroCh .I Wegk~ ~¢,o~ov~smsmon J~es J. H~rrngt~n ~. ~ ~re[~r~c~}~~' }Crmb~land, PA 17070 ~AE OF FUNERAL SERV~ LI~NSEE ~ PERSON ACTING A~ ~.L- ' 121c. ~Qe~S [ 21d ~Sb~ O ~t~ IS n~ ay= .~. at ama of ~a h to I }~i;~,~e ~'~.;;~'~" ~tn ~ at I~ ,,me date and ¢.~ sta,ed LICENSE NUMBER I DATE SI~ED I 1~3a I ' I ' tams 24-~ must ~ ~et~ by I ......... I 13~. I 12~ ~ who p~s ~a~ i ~ ~c ue DEATH DATE PRO~UNCED DEAD (Mon~, Day, Year) ~ WAS ~SE REFERRED TO A MEDICAL E~MINER ~ORONER~ if any. ~i~ to i~diate ~ DE TO (~ AS A C~i ~): ~ ~e. E~er UNDERLYiN~ ~ rBE~ ~ dea~ ) ~ST ~ d. PERFORMED? JAV~BLE PRIOR TO ( ,y. ~ COMPLETION OF CAUSE ~ Natural ~ H~i~ ~NOUNClNG AND CER~FYING PHYSIC~N (~ siren ~ ~ · LICE S ' ~AL E~MIN E~CORONER NAME ~ AOCR~F PE~ON ~ ~MPL~ CAUSE OF DEATH LAST WILL AND TESTAMENT OF WINIFRED M. HARRINGTON C I, WINIFRED M. HARRINGTON, of Derry Township' uphin County, Pennsylvania, being of sound mind and disposing memory, though I realize the un ~rtainty of this life, I have full confidence and trust in my Lord and Savior, Jesus Christ, in His df ith on the cross for my sins and in His shed blood as an atonement for my soul; and I know by faith that because of His sacrifice on the cross for me I have eternal life, do hereby make this Will, here by revoking all my former Wills and Codicils: Article One: Specific Bequests: § 1.1 I give and bequeath to my granddaughter, Stasie C. of State College, PA, my diamond rings. § 1.2 I give and bequeath to my great-nieces, Jennifer Enterline, Enterline and Kelley Enterline, all of Hummelstown, PA, my doll collection to be divided them as they can agree. In the event of irreconcilable disagreement, the decision of my shall be final. §1.3 I give and bequeath to my great-nephew, Enterline, of Hummelstown, PA, the sum of One Hundred Dollars ($100.00). §1.4 I give and bequeath the sum of One Thousand Dollars i($i ,000.00) as a charitable bequest to my church, Zion Lutheran Church, Hummelstown, PA, FOr the Christian Ministry of the church. Article Two: Other Tangible Personal Property: §2.1 I bequeath all my tangible personal property to my son James tarrington, of New Cumberland, PA, Per stirpes. §2.2 To the extent practicable in the Executor's sole discretion, bequeath any policies of insurance on such property to the beneficiary entitled to such property. {}2.3 1 direct that the expenses of storing, packing, shipping, insurin and delivering any such property to the beneficiary entitled thereto shall be paid by the Executor as an administrative expense of my estate. Article Three: Residue: {}3.1 I devise and bequeath all the residue of my estate of whatever m [mre and where ever situated to be divided and distributed as follows: {}3.1.1 Twenty-Five percent (25%) to my granddaughter, Stasie C. tarrington, per stirpes, subject to the provisions of {}3.3 hereinafter; and I §3.1.2 Seventy-Five percent (75%) to my son James J. Harringt0n, per stirpes. subject to the provisions of §3.3 hereinafter. I only have one child, Jim, and one grandchild, Stasie. §3.2 If neither my son, nor my granddaughter survives me, per sti,es,! I bequeath all the residue of my estate to be divided and distributed as follows: §3.2.1 Seventy-Five percent (75%) to my daughter-in-law, Donna E. Harrington, of New Cumberland, PA, if she survives me. If Donna E. Harrington does noi st rvive me, this share shall pass under §3.2.2 hereinafter; and §3.2.2 Twenty-Five percent (25%) to my nephew, Robert E. Enterline, of Hummelstown, PA, per stirpes, subject to the provisions of §3.3 hereinafter. §3.3 I give to the Trustee hereinafter named any share passing hereunder for the benefit of any Beneficiary of mine who shall not have attained the age of eighteen (1 g) years, to be held, administered and disposed of in accordance with Article Four hereof (the ;Beneficiary's Trust") for the benefit of such Beneficiary. Article Four: The Beneficiary's Trust: §4.1 The Trustee shall hold, manage, invest and reinvest the assets of the Beneficiary's Trust, collect the income thereof and: §4.1.1 While the beneficiary of the Beneficiary's Trust (the "Berlefi ciary") is under eighteen (18) years of age, the Trustee shall apply to or for the ber~efi of the Beneficiary so much of the net income and, if the net income is insufficienl, s,. much of the principal of the Beneficiary's T_m, st as the Trustee shall fi.om time to ~im,~ deem necessary or proper for the Beneficiary s health, maintenance, support and co replete education, including preparatory, college and graduate education, and proyes sional, 2 vocational or technical training, taking into account other available funds, ~cluding the Beneficiary's assets. The Trustee shall annually accumulate any net in ome not so distributed and add the same to the principal of the trust property. {}4.1.2 After the Beneficiary attains eighteen (18) years of age, the Trustee shall distribute to or for the benefit of the Beneficiary the net income of the Beneficiary's Trust in quarter-annual installments, or more frequently if thdTrustee deems it advisable, and so much of the principal as the Trustee shall fr°rh time to time d. eem necessary or proper for the Beneficiary's health, maintenance, gulSvort and complete education, including college and graduate education, and pro~'~ssional, vocational or technical training, and to assist the Beneficiary with refisonable wedding expenses, in the purchase of a principal residence or in the establishment of a profession or business considered a good risk by the Trustee, taking into account other available funds, including the Beneficiary's assets. §4.1.3 Any Beneficiary upon reaching the age of eighteen (18)lye. ~rs may withdraw any or all of the principal of that Beneficiary's Trust. §4.1.4 If the Beneficiary dies before the complete termination of the Beneficiary's Trust, the Trustee shall distribute the property then held in trust to such persons or corporations, (including the Beneficiary's estate), in such amounts and upon such trusts, terms and condition, as the Beneficiary by last Will may apl~oint by specific reference to this general power of appointment; provided, howex'er, any portion of the trust property not subject to the Beneficiary's power of Witltdrawal immediately prior to the Beneficiary's death may only be appointed to one ~r more of the Benefici 's issue in such ary , amounts and upon such trusts, ten ns and conditions as the Beneficiary by last Will may appoint by specific reference: to this special power of appointment. Any property not so appointed shall be distrik uted to the Beneficiary's then living issue, per stirpes, or if none, in accordance v~ith the provisions of §3.2 above. Article Five: Appointment of Fiduciaries: §4.1 I appoint my son, James J. Harrington, as Executor of this W!ll. If James J. Harrington is unable or unwilling to act or continue to act, for any reason whatsoeve~ I appoint my daughter-in-law, Donna E. Harrington, as first, contingent, successor Executrix. If Donna E. Harrington is unable or unwilling to act or continue to act, for any reason whatsoeve~ I appoint my granddaughter, Stasie C. Harrington, as second, contingent, successor Executrix. dl references herein to the "Executor" shall mean my originally appointed Executor or my sucCessor Executrix, as the case may be. §4.2 1 appoint my Executor to serve as Trustee of any trust created b r this Will. 3 Article Six: Powers of Fiduciaries: §6.1 No fiduciary under this Will shall be required to give bond or °~er security for the faithful performance of the fiduciary's duties. §6.2 Any such fiduciary shall have the following powers, in additi~ a to those given by law: §6.2.1 To invest in, accept and retain any real or personal property, ~cluding stock of a corporate fiduciary or its holding company, without restriction to legal investments; §6.2.2 To sell, exchange, partition or lease for any period of time an. real or personal property and to give options therefor for cash or credit, with or without security; §6.2.3 To borrow money from any person including any fiduciar acting hereunder, and to mortgage or pledge any real or personal property; §6.2.5 To hold shares of stock or other securities in nominee registration form, including that of a clearing corporation or depository, or in book entry form or unregistered or in such other form as will pass by delivery; §6.2.5 To engage in litigation and compromise, arbitrate or abandon claims; §6.2.6 To make distributions in cash, or in kind at current values, qr partly in each, allocating specific assets to particular distributes on a non-pro rata basis, and for such purposes to make reasonable determinations of current values; / §6.2.7 To make elections, decisions, concessions and settlements in connection with all income, estate, inheritance, girl or other tax returns mad the payment of such taxes, without obligation to adjust the distributive share of Income or principal of any person affected thereby; / / §6.2.8 To allocate, in the Executor's sole and absolute discretion, any portion of my exemption under Section 2631 (a) of the Internal Revenue Code to any property as to which I am the transferor, including any property transferred by me dm lng my lifetime as to which I did not make an allocation prior to my death; §6.2.9 To create, except when the fiduciary is a beneficiary of the ;ubject trust, with respect to all or any part of the principal of any trust hereunder, im luding a pecuniary amount, by a written instrument a general testamentary po ever of appointment within the meaning of Section 2041 of the Internal Revenue Co& in any beneficiary thereof and to eliminate such power for all or any part of such pr incipal 4 as to which such power was previously created and to divide trust principal into two fractional shares based upon the then portion of the trust that would be inclt.dable in the gross estate of the beneficiary holding such power if he died immediately before such division (in which case the power shall be over the entire principal of o ne share and not the other), with each share being administered as a separate trust, unl ess such fiduciary shall thereafter elect to combine such separate trusts into a single trust; to exercise the foregoing discretion to create or eliminate a general testamentm y power of appointment when such fiduciary determines that the inclusion of the property affected thereby in the beneficiary's gross estate may achieve a significant[savings in transfer taxes by having a federal estate tax in lieu of a Chapter 13 tax iml~osed by the Internal Revenue Code on the property subject to such power of appOintment or may achieve significant income tax benefits; ' / {}6.2.10 To disclaim any interest I may have in any estate if the Executor deems such disclaimer to be in the best interests of my estate and the beneficiaries thereof; {}6.2.11 To terminate any trust created herein, the principal of which is or becomes too small in the Trustee's discretion to make the establ[sbanent or continuance of the trust advisable, and to make immediate distribution of lhe then remaining trust property to the beneficiary then entitled to the income of the trust property or, if there is more than one beneficiary, to the beneficiaries then en :itled to the income of the trust property in proportion to their respective interests therein or, if such interests are not defined, in equal shares to such beneficiaries; pr ovided, however, no Trustee shall participate in any decision to terminate such trr st if by reason of such termination such trustee could receive a distribution of trust 1: roperty from such trust as aforesaid. The receipts and releases of the distributee~s) will terminate absolutely the right of all persons who might otherwise have ~. future interest in the trust, whether vested or contingent, without notice to them and Mthout the necessity of filing an account in any court; and §6.2.12 To merge any trust created hereunder with any other trust c r trusts created by me or my spouse under will or deed, if the terms of any such trust ~te then substantially similar and held for the primary benefit of the same person or 1~ ersons. Article Seven: Provision for Taxes: §7.1 All estate taxes, inheritance taxes, transfer taxes and other taxes of a similar nature payable by reason of my death to any government or subdivision thereof upon ~r with respect to any property subject to any such tax ("Death Taxes"), and any penalties thereon shall be paid by the Executor out of the principal of that portion of my estate disposed of by Articl Three of this Will, and all interest with respect to any such taxes shall be paid by the Executor out )f the income 5 or principal or partly out of the income and partly out of the principal of such porti on of my estate, in the absolute discretion of the Executor, without reimbursement from or appor :ionment among the beneficiaries, recipients or owners of such property for any such taxes, penalti ~s or interest. Article Eight: Provision for Debts and Expenses: §8.1 I direct that any of my legally enforceable debts, any exp{,nses of my last illness, funeral and burial, and any of the administrative expenses of my estate shall >e paid from the principal of that portion of my estate disposed of by Article Three of this Will. Article Nine: Miscellaneous Provisions: §9.1 As used in this Will, the term "Internal Revenue Code" shall m~an the Internal Revenue Code of 1986, as amended from time to time, or the corresponding provision of subsequent law. §9.2 Whenever a discretionary distribution of net income or princi ~al is permitted pursuant to any trust created by this Will, if such distribution may be made in whol or in part to a person who is then a trustee of such trust, such person say not participate in any way n the decision whether to make such distribution. No trustee who is under a legal obligation to support a beneficiary of a trust created hereunder shall participate in the exercise of any discretion granted to the trustees of that trust to distribute net income or principal in discharge of that le gal obligation. Furthermore, no trustee shall enter into any reciprocal arrangement with any other trustee for the purpose of indirectly exercising a power prohibited hereunder. §9.3 Whenever the Trustee is directed to distribute property to or fo: the benefit of any beneficiary who is under (a) eighteen years of age, or (b) a legal disability or ott erwise suffers from an illness or mental or physical disability that would make distribution directly to such beneficiary inappropriate (as determined in the Trustee's sole discretion exercised in good faith), the Trustee may distribute such property to the person who has custody of such beneficil'cry, may apply such property for the benefit of such beneficiary, may distribute such property to a cusl odian for such beneficiary, whether then serving or selected and appointed by the Trustee (includin the Trustee), under any applicable Uniform Transfers to Minors Act or Uniform Gifts to Mira ~s Act, may distribute such property directly to such beneficiary's estate, or may distribute such property directly to such beneficiary (except if any of the conditions hereinbefore described in (b) apply), 6 without liability on the part of the Trustee to see to the application of such property! This provision shall not in any way operate to suspend such beneficiary's absolute ownership of ~uch property or to prevent the absolute vesting thereof in such beneficiary. §9.4 Except as otherwise may be provided in this Will, during the cm ttinuance of any of the trusts created under the provisions of this Will, and thereafter until the propel ty is distributed to and received by any beneficiary hereunder, the principal sums thus held flrtrust for any beneficiary, respectively, and the income thereof shall not be subject to or liabl~ any contracts, debts, engagements liabilities or torts of such beneficiary now or hereafter made, contracted, incurred or committed, but shall be absolutely free from the same, and such beneficiary shall have no power to sell, assign or encumber all or any part of the principal sums or such beneficiary's linterest therein, respectively, or the income thereof, or to anticipate the income. §9.5 If any beneficiary hereunder should die within thirty (30) days afl er me or within thirty (30) days after any other person the survival of whom determines his rights tereunder, then such beneficiary shall be deemed to have predeceased me or such other person )r all purposes hereunder. IN WITNESS WHEREOF, I, WINIFRED M. HARRINGTON' have hereunto set my hand and seal to this, my last Will, typewritten on nine (9) sheets of paper, inclU~ding the self- proving attestation clause and signatures of witnesses, this /2; ~ day of 'oc'~ ~r~ r~ c-r~ ,2000. ' Signed, sealed, published and declared by the above named WII~IFRED M. ItARRINGTON as and for her last Will, in the presence of us and each of us, who, at her request and in her presence and in the presence of each other, have hereunto subscribed our names as witnesses thereto the day and year last above written. :~ta ~_ ~, ~9~4. ~ Residing at /I b, [,~d~£,~ Pa,,~ .~n~.-r ..~. c-c.~, ~ Residing at COMMONWEALTH OF PENNSYLVANIA: · SS. COUNTY OF CUMBERLAND . , We, WINIFRED M. HARRINGTON, the testatrix, and ~ ~ ~: ~ ~: ~ ~ ~ ~ , the wimesses, whose n~es ~e si~ed to ~e a~ached or foregoing ins~ent, berg first dOy sworn, do hereby decl~e to the ~dersigned/authori~ that the tesm~x si~ed ~d executed ~e instment as her last Will; that the testatrix signed Mllingly ~d executed it as her ~ee ~d vol~t~ act for the p~oses therein expressed that each subscribing witness in the hearing and sight of the testatrix signed the Will as a wiiness and that to the best of his or her knowledge the testatrix was at that time eighteen (18) years of age or older, of sound mind and under no constraint or undue influence. WINiFRE~ M. HARRINGT6]~ - -~ ¢Witness- - ,;qqitness " Witness Subscribed, sworn to and acknowledged before me by WINIFRED M. HA RRINGTON, the testatrix, and subscribed and sworn to before me by ~ ~K~ ~ ,~, , the witnesses, this /~ day of 5~: ~ ~ ~ ,=~ ,2000. Notary Public My Commission expires: SEAL CERTIFICATION OF NOTICE UNDER RULE 5.6(a) Name of Decedent: WINIFRED M. HARRINGTON Date of Death: July 4, 2004 File No. 2004-00641 PA File No.21-04-0641 To the Register of Wills of Cumberland County, PA: co I certify that notice of beneficial interest required by Rule 5.6 (a) o[~e Orphi~ns' Rules was served on or mailed to the following beneficiaries of the above-~ptione~estate ~n~ July 23, 2004: Name Address James J. Harrington 1720 Creek Vista Drive New Cumberland, PA 17070-2212 Stasie C. Harrington c/Castillo de Atienza, 6, portal 2, baja J 28230 Las Razas (Madrid) Spain Jennifer Enterline C/o Robert L. Enterline 91 Dorlee Court Grantville, PA 17028 Rebecca Enterline C/o Robert L. Enterline 91 Dorlee Court Grantville, PA 17028 Kelley Enterline C/o Robert L. Enterline 91 Dorlee Court Grantville, PA 17028 Jonathan Enterline C/o Robert L. Enterline 91 Dorlee Court CJrantville, PA 17028 Zion Lutheran Church C/o Pastor Wenrich 100 West Main Street Hummelstown, PA 17036 Notice has now been given to all persons entitled under Rule 5.6 (a) except: None. 1 Date: August 27, 2004. Name: S. Berne Smith Address: 107 N. 24th Street Camp Hill, PA 17011-3602 Telephone: 717-737-6789 Capacity: __ Personal Representative X Counsel for Personal Represemative 2 S. Berne Smith, Esq. 107 N. 24th Street Camp Hill, PA 17011-3602 Ms. Glenda Famer Strasbaugh Register of Wills Courthouse 1 Courthouse Square Carlisle, PA 17013-3387 S. BERNE SMITH Attorney-at-Law 107 N. 24th Street Camp Hill, PA 17011-3602 PHONE: (717) 737-6789 FAX: (717) 737-6783 September 7, 2004 In re: Winifred M. Harrington; DOD July 4, 2004; SS# 199-20-9023 PA File No. 21-04-0641; File 2004-00641; EIN: 02-6168985 My File: 144002 Ms. Glenda Famer Strasbaugh Register of Wills Courthouse 1 Courthouse Square Carlisle, PA 17013-3387 Dear Ms. Strasbaugh: Please find enclosed check no. 1830 of James J. Harrington, who is~.~,i~xect~r of the l~tate of his Mother, W~mfred M. Harnngton, captioned as above, ~n the~t of $~,500 0~)?~ade payable to Register of Wills, Agent, as a prepayment of the Pennsylvanih Inherit~e Ta~fO~ his Mother. Please send the receipt to the undersigned. ~:. m · Thank you for your help in the case. ~ ~ Sincerely yours, ~ S. Berne Smith Enclosure: cc: James J. Harrington, Executor COMMONWEALTH OF PENNSYLVANIA REV-1162 EX(11-96) DEPARTMENT OF REVENUE BUREAU OF iNDIViDUAL TAXES DEPT. 280601 HARRISBURG, PA 17128-0601 PENNSYLVAN IA RECEIVED FROM: INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT NO. CD 004356 HARRINGTON JAMES J 1702 CREEK VISTA DRIVE NEW CUMBERLAND, PA 17070 ACH ASSESSMENT AMOUNT CONTROL NUMBER ........ fold 101 ~8,500.00 ESTATE INFORMATION: SSN: 199-20-9023 FILE NUMBER: 21 04-0641 DECEDENT NAME: HARRINGTON WINIFRED M DATE OF PAYMENT: 09/09/2004 POSTMARK DATE: 09/09/2004 COUNTY: CUMBERLAND DATE OF DEATH: 07/04/2004 TOTAL AMOUNT PAID: ~8,500.00 REMARKS: HARRINGTON JAMES CHECK//1830 INITIALS: CCP SEAL RECEIVED BY: GLENDA FARNER STRASBAUGH REGISTER OF WILLS REGISTER OF WILLS -~~:H ~ \~~."* ~~3 .....................C)FFiciAi:uSE.ONly..... ....... ....... "'1 , ........................................................................ ~ '..',) ~~, "1..~ S ~~\'I COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE DEPT. 280601 HARRISBURG, PA 17128-0601 \\~\)' l \)~~~ . ~ ~ "\ \"1 S ~1"l~S> REV -1500 INHERITANCE TAX RETURN RESIDENT DECEDENT l- :z w o w t) w o DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL) HARRINGTON, WINIFRED M. DATE OF DEATH DATE OF BIRTH JiJIV4, 2004 April13,1922 (IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL) Q) .::t::!rn u'--" Q) Q.u .c2.2 tl ~CO <( 7. Decedent Maintained a Living Trust (AUach a copy of Trust) 1. Original Return 2. Supplemental Return 4. Limited Estate 4a. Future Interest Comprise (date of death after 12-12-82) 6. Decedent Died Testate (Attach copy of Will) 9. Litigation Proceeds Received 10. Spousal Poverty Credit (date of death betwaen 12-31-91 and 1-1.95) c: C1> -= c: o C>.. en ~ o c...> TELEPHONE NUMBER 717-737-6789 1. Real Estate (Schedule A) (1) (2) (3) (4) (5) (6) 2. Stocks and Bonds (Schedule B) 3. Closely Held Corporation, Partnership or Sole-Proprietorship z o ~ ::J I-- a.. <( o W 0:: 4. Mortgages & Notes Receivable (Schedule D) 5. Cash, Bank Deposits & Misc. Personal Property (Schedule E) 6. Jointly OWned Property (Schedule F) D Separate Billing Requested 7. Inter-Vivos Transfers & Misc. Non-Probate Property (7) (Schedule G or L) 8. Total Gross Assets (total Lines 1-7) 9. Funeral Expenses & Administrative Costs (Schedule H) (9) (10) 10. Debts of Decedent, Mortgage Liabilities & Liens (Schedule I) 11. Total Deductions (total Lines 9 & 10) 12, Net Value of Estate (Line 8 minus Line 11) 13. Charitable and Governmental Bequests/See 9113 Trusts for which an election to tax has not been made (Schedule J) z o f= ~~ ...::> 0.. ~ o tl 14. Net Value Subject to Tax (Line 12 minus Line 13) SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES 15. Amount of line 14 taxable at the spousal tax rate, or transfers under See. 9116 (a)(1.2) x 16. Amount of line 14 taxable at lineal rate $220,935.31 x .045 17. Amount of line 14 taxable at sibling rate x .12 18. Amount of line 14 taxable at collateral rate 19. Tax Due $100.00 x .15 20.D CHECK HERE IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT FILE NUMBER 21 COUNTY CODE SOCIAL SECURITY NUMBER 1911.20-9023 THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS SOCIAL SECURITY NUMBER 0641 NUMBER 3. Remainder Retum (data of death prior to 12- 13-82) 5. Federal Estate Tax Return Required $0.00 OFFICIAL USE ONLY o 8. Total Number of Safe Deposit Boxes D~~~~I;~~)n to tax under See. 9113(A) THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO: NAME COMPLETE MAILING ADDRESS S. aERNESNlITH, asa. 107N.24THSTREET FIRM NAME (If Applicable) CAMP HILL, PA 11011-3602 $0.00 $0.00 $0.00 $134,320.32 $0.00 $102,511.94 (8) $14,647.00 $149.95 (11) (12) (13) (14) (15) (16) (17) (18) (19) Copyright 2000 David James Thorpe, Esq. $236,832.26 $1479695 $222,035.31 $1 000 00 $221,035.31 $0.00 $9,942.09 $0.00 $1500 $9,957.09 Decedent's Complete Address: STREET ADDRESS 1100 Grandon Way CITY Mechanicsburg IZIP 117050 Tax Payments and Credits: 1. Tax Due (Page 1 Line 19) 2. Credits/Payments A. Spousal Poverty Credit B. Prior Payments C. Discount $8,500_00 $447.37 Total Credits (A + B + C) 3. Interest/Penalty if applicable D. Interest E. Penalty 4. T otallnterest/Penalty (0 + E) If line 2 is greater than line 1 + line 3, enter the difference. This is the OVERPAYMENT. Cheek box on Page 1 Line 20 to request a refund If line 1 + line 3 is greater than line 2, enter the difference. This is the TAX DUE. A. Enter the interest on the tax due. B. Enter the total of Line 5 + 5A. This is the BALANCE DUE. (4) (5) (5A) (5B) to: REGISTER OF WILLS, AGENT 5. I STATE IPA (1) $9,957.09 (2) $8,947.37 (3) $0.00 $1,009.72 $1,009.72 1. PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN X IN THE APPROPRIATE BLOCKS 2. 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 or its income; c. retain a revisionary interest: or d. receive the promise for life of either payments, benefits or care? If death occurred on or before December 12, 1982, did decedent within two years preceding death transfer property without receiving adequate consideration? If death occurred after December 12, 1982, did decedent transfer property within one year of death without receiving adequate consideration? Did decedent own an "in trust for" or payable upon death bank account or security at his or her death? Did decedent own an individual retirement account, annuity, or other non-probate property? 3. 4. Yes ~ No ~ B rn 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 retum, 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 he information of which preparer has any knowledge. SIGNATURE OF PERSON RESPON James J. Harrington, Exeeutor ADDRESS 1702 Creek Vista Drive, NEW COUM RLA!,!!P, PA 1070 SIGNATURE OF PREPARER OTHER THAN REP9N~TIVE . /? 'J~ S.BERNESMITH,ESQ. ~, 'J~ /~ ADDRESS 107 N. 24TH STREET, CAMP HILL, PA 17011-3602 DATE March '2. '1 , 2005 DATE March 2., ,2005 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)]. The statute does no exempt a transfer to a surviving spouse from tax, and the statutory requirements for disclosure of assets and filing a tax return are still applicable even if the surviving spouse is the only beneficiary. For dates of death on or after July 1, 2000: The tax rate imposed on the net value of transfers from a deceased child twenty-one years of age or younger at death to or for the use of a natural parent, an adoptive parent, or a stepparent of the child is 0% [72 P.S. ~9116(a) (1.2)]. The tax rate imposed on the net value of transfers to or for the use of the decedent's lineal beneficiaries is 4.5%, except as noted in 72 P .5. 99116(1.2) [72 P.S. 99116(a) (1)]. The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is 12% [72 P.S. ~9116(a)(1.3)]. A sibling is defined, under Section 9102, as an individual who has at least one parent in common with the decedent, whether by blood or adoption. Copyright 2000 David James Thorpe, Esq. SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY ESTATE OF Winifred M. Harrington FILE NUMBER 21-04-0641 Include the proceeds of litigation and the date the proceeds were received by the estate. All property jointly-owned with the right of survivorship must be disclosed on Schedule F. COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ITEM NUMBER 1. DESCRIPTION VALUE AT DATE OF DEATH 0.00 Decedent was in a nursing home .Special Alzheimer Unit" and had no personal effects, furniture or cash 2. Members First Federal Credit Union. P. O. Box 40, Mechanicsburg, PA 17055.0040 Savings Account 203498-00.Date of Death balance was $25.02. See Attachment B. $25.02 3. Fulton Bank, P.O. Box 504, East Petersburg, PA 17520-0504 Checking Account 1600-30897. Date of Death balance was $29,528.98. See Attachment C. (The final close out paid was $29;540.40, but Executor had to repay $11.42 to the bank, which accounts for the balance of $29,528.98.) 29,528.98 4. Wachovia Securities. 3 Lemoyne Drive, Lemoyne, PA 17043. CD First National Bank of Omaha in face amount of $101,944.52. See Attachment D. This was run through Executor's account #44-338293-01 at Wachovia Securities and Members 1$T F. C. U. 101,944.52 5. Accrued Interest on the CD offirst National Bank of Omaha - $410.96. See Attachment D. ($101,944.52 + 410.96 = $102,355.48) 410.96 6. Refund of July nursing home prepayment from Loyalton of Creekview ck 192HA2. See Attachment E. 2,116.84 7. Additional refund from Loyalto" of Creekview ck 192HA5. See Attachment E. 294.00 TOTAL (Also enter on line 5, Recapitulation) (If more space is needed, insert additional sheets of the same size) $134,320.32 Copyright 2000 David James Thorpe, Esq COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE G INTER-VIVOS TRANSFERS & MISC. NON-PROBATE PROPERTY ESTATE OF Winifred M. Harrington FILE NUMBER This schedule must be completed and filed if the answer to any of questions 1 through 4 on the reverse side of the REV-1500 COVER SHEET is yes. 21-04-0641 ITEM DESCRIPTION OF PROPERTY DATE OF DEATH % OF DECO'S EXCLUSION TAXABLE NUMBER INCLUDE THE NAME OF THE TRANSFEREE. THEIR RELATIONSHIP TO DECEDENT AND THE DATE OF TRANSFER. VALUE OF ASSET INTEREST (IF APPLICABLE) VALUE ATTACH A COPY OF THE DEED FOR REAL ESTATE. 1. ,""la, paid April 1, 2004 $11,035,00 100% $3,000.00 $7,035.00 2. Intervivos Gift to Jarne,s J. fifarrington;son,paidMay 25,2004. 50,738,47 100% 3,000.00 47,738.47 3. Intervivos Gift to Donna Harrington, daughter-in-law, paid May 25,2004. 50,738.47 100% 3,000.00 47,738.47 TOTAL (Also enter on line 7, Recapitulation) $102,511.94 (If more space is needed, insert additional sheets of the same size) Copyright 2000 David James Thorpe, Esq. COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS ESTATE OF Winifred M. Harrington Debts of decedent must be reported on Schedule I, ITEM NUMBER FILE NUMBER 21-04-0641 DESCRIPTION AMOUNT 1. $7,121.38 A. 2. B. 1. 2. 3. 4. 5. 6. 7. 8. 9. 10. 11. 12. FUNERAL EXPENSes: Zimmerman Auttr Funeral Home, Ino, 4100 Jonestown Rd, Harrisburg, PA 17109. Comprehensive funeral expenses. Funerallunoh~n - Old Country Buffet, Harrisburg, PA 110.34 ADMINISTRA TI'fE COSTS: Personal Repre!sentative's Commissions Name of Personal Representative(s) Social Security Number(s) I EIN Number of Personal Representative(s) Street Address City State Zip Year(s) Commission Paid: Attomey Fees: $. Berne Smith, Esq. Family Exemption: (If decedenfs address is not the same as claimant's, iittaoh explanation) Claimant Street Addmss City State Zip Relationship of Claimant to Decedent 6,800.00 Probate Fees 103.00 Accountanfs F~s Tax Return Preparer's Fees - Kevin Black, Accountant 250.00 Estate Notice - Cumberland Law Journal Estate Notice - The Sentinel Additional short certificates Filing fees -PA Inheritance TElx and family agreement PhotQ~pyexpen~$ - Postage 75.00 108.95 15.00 35.00 15.10 13.23 TOTAL (Also enter on line 9, Recapitulation) (If more space is needed, insert additional sheets of the same size) $14,647.00 Copyright 2000 David James Thorpe, Esq. COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE I DEBTS OF DECEDENT, MORTGAGE LIABILITIES, & LIENS ESTATE OF Winifred M. Harrington Include unreimbursed medical expenses. ITEM NUMBER 1. OmnicarePhanrtaciesof PA FILE NUMBER 21-04-0641 DESCRIPTION AMOUNT $85.83 2. Holy Spirit Hospital - Outpatient Services 24.12 3. Dr. Eric Binder - Family Physician (Susquehanna Internal Medicine) 40.00 TOTAL (Also enter on line 10, Recapitulation) (If more space is needed, insert additional sheets of the same size) $149.95 Copyright 2000 David James Thorpe, Esq. COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE J BENEFICIARIES ESTATE OF NUMBER I. 1. 2. 3. 4. 5. 6. Winifred M. Harrington NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY TAXABLE DISTRIBUTIONS (include outright spousal distributions) James J. Harrington, 1720 Creek Vista Drive, New Cumberland, PA 17010-2212 Stasie C. Harrington, clCastiUo de Atienza, 6, portal 2, baja J 28230 Las Razas (Madrid), Spain Jennifer Enterline, 91 Dorlee COurt, Grantville, PA 17028 Rebecca Enterline, 91 DOrlee Court, Grantville, PA 17028 Kelley Enterline, 91 Dorlee Court, Grantville, PA 17028 Jonathan Enterline, 91 Dorlee Court, Grantville, PA 17028 FILE NUMBER RELATIONSHIP TO DECEDENT Do Not List Trustee(s) Son Granddaughter Grand niece Grand niece Grand niece Grand nephew 21-04-0641 AMOUNT OR SHARE OF ESTATE 75% of residue of estate diamond rings, gifted over in 2001 , pluS 25% of reSidue of estate Specific bequest of personalty ,gifted over in 2001 Specific bequest of personalty, gifted over in 2001 Spe.cific bequest of personalty, gifted over in 2001. $100.00 ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 17. AS APPROPRIATE, ON REV 1500 COVER SHEET II. NUN- IUN~: A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE 1. B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS 1. Zion Lutheran Church, C/o Pastor Wenrich, 100 West Main Street, Hummelstown, PA 17038 $1,000.00 TOTAL OF PART 11- ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV 1500 COVER SHEET (If more space is needed, insert additional sheets of the same size) $1,000.00 Copyright 2000 David James Thorpe, Esq. LAST WILL AND TESTAMENT OF WINIFRED M. HARRINGTON I, WINIFRED M. HARRINGTON, of Derry Township, Dauphin County, Pennsylvania, being of sound mind and disposing memory, though I realize the uncertainty of this life, I have full confidence and trust in my Lord and Savior, Jesus Christ, in His death on the cross for my sins and in His shed blood as an atonement for my soul; and I know by faith that because of His sacrifice on the cross for me I have eternal life, do hereby make this Will, hereby revoking all my former Wills and Codicils: Article One: Specific Bequests: ~ 1.1 I give and bequeath to my granddaughter, Stasie C. Harrington, of State College, P A, my diamond rings. ~ 1.2 I give and bequeath to my great-nieces, Jennifer Enterline, Rebecca Enterline and Kelley Enterline, all ofHununelstown, P A , my doll collection to be divided among them as they can agree. In the event of irreconcilable disagreement, the decision of my Executor shall be final. ~ 1.3 I give and bequeath to my great-nephew, Jonathan Enterline, of Hummelstown, P A, the sum of One Hundred Dollars ($100.00). ~ 1.4 I give and bequeath the sum of One Thousand Dollars ($1,000.00) as a charitable bequest to my church, Zion Lutheran Church, Hummelstown, PA, for the Christian Ministry of the church. Article Two: Other Tangible Personal Property: ~2.1 I bequeath all my tangible personal property to my son James J. Harrington, of New Cumberland, P A, per stirpes. ~2.2 To the extent practicable in the Executor's sole discretion, I bequeath any A -r-r A<.: Ii n e 1J T A policies of insurance on such property to the beneficiary entitled to such property. *2.3 I direct that the expenses of storing, packing, shipping, insuring and delivering any such property to the beneficiary entitled thereto shall be paid by the Executor as an administrative expense of my estate. Article Three: Residue: ~3.1 I devise and bequeath all the residue of my estate of whatever nature and where ever situated to be divided and distributed as follows: ~3.1.1 Twenty-Five percent (25%) to my granddaughter, Stasie C. Harrington, per stirpes, subject to the provisions of ~3.3 hereinafter; and ~3.1.2 Seventy-Five percent (75%) to my son James 1. Harrington, per stirpes. subject to the provisions of ~3.3 hereinafter. I only have one child, Jim, and one grandchild, Stasie. ~3.2 If neither my son, nor my granddaughter survives me, per stirpes, I bequeath all the residue of my estate to be divided and distributed as follows: ~3.2.1 Seventy-Five percent (75%) to my daughter-in-law, Donna E. Harrington, of New Cwnberland, P A, jf she survives me. If Donna E. Harrington does not survive me, this share shall pass under ~3.2.2 hereinafter; and ~3.2.2 Twenty-Five percent (25%) to my nephew, Robert E. Enterline, of Hummelstown, P A, per stirpes, subject to the provisions of 93.3 hereinafter. ~3.3 I give to the Trustee hereinafter named any share passing hereunder for the benefit of any Beneficiary of mine who shall not have attained the age of eighteen (18) years, to be held, administered and disposed of in accordance with Article Four hereof (the "Beneficiary's Trust") for the benefit of such Beneficiary. Article Four: The Beneficiary's Trust: 94.1 The Trustee shall hold, manage, invest and reinvest the assets of the Beneficiary's Trust, collect the income thereof and: ~4.1.1 While the beneficiary of the Beneficiary's Trust (the "Beneficiary") is under eighteen (18) years of age, the Trustee shall apply to or for the benefit of the Beneficiary so much of the net income and, if the net income is insufficient, so much of the principal of the Beneficiary's Trust as the Trustee shall from time to time deem necessary or proper for the Beneficiary's health, maintenance, support and complete education, including preparatory, college and graduate education, and professional, 2 vocational or technical training, taking into account other available funds including the ~en~ficiary's assets. The Trustee shall annually accumulate any net i~come not so dIstnbuted and add the same to the principal of the trust property. .*4..1.2 After the Beneficiary attains eighteen (18) years of age, the Trustee shall dIstrIbute to or for the benefit of the Beneficiary the net income of the Beneficiary's Trust in quarter-annual installments, or more frequently if the Trustee deems it advisable, and so much of the principal as the Trustee shall from time to time deem necessary or proper for the Beneficiary's health, maintenance, support and complete education, including college and graduate education, and professional, vocational or technical training, and to assist the Beneficiary with reasonable wedding expenses, in the purchase of a principal residence or in the establishment of a profession or business considered a good risk by the Trustee, taking into account other available funds, including the Beneficiary's assets. g4.1.3 Any Beneficiary upon reaching the age of eighteen (18) years may withdraw any or all of the principal of that Beneficiary's Trust. g4.1.4 If the Beneficiary dies before the complete termination of the Beneficiary's Trust, the Trustee shall distribute the property then held in trust to such persons or corporations, (including the Beneficiary's estate), in such amounts and upon such trusts, tenns and condition, as the Beneficiary by last Will may appoint by specific reference to this general power of appointment; provided, however, any portion of the trust property not subject to the Beneficiary's power of withdrawal immediately prior to the Beneficiary's death may only be appointed to one or more of the Beneficiary's issue, in such amounts and upon such trusts, terms and conditions as the Beneficiary by last Will may appoint by specific reference to this special power of appointment. Any property not so appointed shall be distributed to the Beneficiary's then living issue, per stirpes, or if none, in accordance with the provisions of S3.2 above. Article Five: Appointment of Fiduciaries: ~4.1 I appoint my son, James 1. Harrington, as Executor of this Will. If James 1. Harrington is unable or unwilling to act or continue to act, for any reason whatsoever, I appoint my daughter-in-law, Donna E. Harrington, as first, contingent, successor Executrix. If Donna E. Harrington is unable or unwilling to act or continue to act, for any reason whatsoever, I appoint my granddaughter, Stasie C. Harrington, as second, contingent, successor Executrix. All references herein to the "Executor" shall mean my originally appointed Executor or my successor Executrix, as the case may be. *4.2 I appoint my Executor to serve as Trustee of any trust created by this Will. 3 Article Six: Powers of Fiduciaries: g6.l No fiduciary under this Will shall be required to give bond or other security for the faithful performance of the fiduciary's duties. 96.2 Any such fiduciary shall have the following powers, in addition to those given by law: 96.2.1 To invest in, accept and retain any real or personal property, including stock of a corporate fiduciary or its holding company, without restriction to legal investments; 96.2.2 To sell, exchange, partition or lease for any period of time any real or personal property and to give options therefor for cash or credit, with or without security; ~6.2.3 To borrow money from any person including any fiduciary acting hereunder, and to mortgage or pledge any real or personal property; g6.2.5 To hold shares of stock or other securities in nominee registration form, including that of a clearing corporation or depository, or in book entry form or unregistered or in such other form as will pass by delivery; 96.2.5 To engage in litigation and compromise, arbitrate or abandon claims; 96.2.6 To make distributions in cash, or in kind at current values, or partly in each, allocating specific assets to particular distributes on a non-pro rata basis, and for such purposes to make reasonable detenninations of current values; ~6.2.7 To make elections, decisions, concessions and settlements in connection with all income, estate, inheritance, gift or other tax returns and the payment of such taxes, without obligation to adjust the distributive share of income or principal of any person affected thereby; ~6.2.8 To allocate, in the Executor's sole and absolute discretion, any portion of my exemption under Section 263 1 (a) of the Internal Revenue Code to any property as to which I am the transferor, including any property transferred by me during my lifetime as to which I did not make an allocation prior to my death; 96.2.9 To create, except when the fiduciary is a beneficiary of the subject trust, with respect to all or any part of the principal of any trust hereunder, including a pecuniary amount, by a written instrument a general testamentary power of appointment within the meaning of Section 2041 of the Internal Revenue Code in any beneficiary thereof and to eliminate such power for all or any part of such principal 4 as to. which such power was previously created and to divide trust principal into two fractIonal shares based upon the then portion of the trust that would be includable in the gr~s~ ~stat~ ofth~ beneficiary holding such power if he died immediately before such dIVIsIon (10 w~ch case the power shall be over the entire principal of one share and n.ot the other), WIth each share being administered as a separate trust, unless such fiducI.ary shall ther~afte~ elec~ to combine such separate trusts into a single trust; to exerCIse the foregomg dIscretIOn to create or eliminate a general testamentary power of appointment when such fiduciary determines that the inclusion of the property affected thereby in the beneficiary's gross estate may achieve a significant savings in transfer taxes by having a federal estate tax in lieu of a Chapter 13 tax imposed by the Internal Revenue Code on the property subject to such power of appointment or may achieve significant income tax benefits; ~6.2.1O To disclaim any interest I may have in any estate if the Executor deems such disclaimer to be in the best interests of my estate and the beneficiaries thereof; 96.2.11 To terminate any trust created herein, the principal of which is or becomes too small in the Trustee's discretion to make the establishment or continuance of the trust advisable, and to make immediate distribution of the then remaining trust property to the beneficiary then entitled to the income of the trust property or, if there is more than one beneficiary, to the beneficiaries then entitled to the income of the trust property in proportion to their respective interests therein or, if such interests are not defined, in equal shares to such beneficiaries; provided, however, no Trustee shall participate in any decision to terminate such trust if by feason of such termination such trustee could receive a distribution of trust property from such trust as aforesaid. The receipts and feleases of the distributee(s) will terminate absolutely the right of all persons who might otherwise have a future interest in the trust, whether vested Of contingent, without notice to them and without the necessity of filing an account in any court; and ~6.2.12 To merge any trust created hereundef with any other trust or trusts cfeated by me Of my spouse under will or deed, if the terms of any such trust are then substantially similar and held fOf the primary benefit of the same person or persons. Article Seven: Provision for Taxes: ~7.1 All estate taxes, inheritance taxes, transfer taxes and other taxes of a similar nature payable by reason of my death to any government or subdivision thereof upon or with respect to any property subject to any such tax ("Death Taxes"), and any penalties thereon, shall be paid by the Executor out of the principal of that portion of my estate disposed of by Article Three of this Will, and all interest with respect to any such taxes shall be paid by the Executor out of the income 5 or principal or partly out of the income and partly out of the principal of such portion of my estate, in the absolute discretion of the Executor, without reimbursement from or apportionment among the beneficiaries, recipients or owners of such property for any such taxes, penalties or interest. Article Eight: Provision for Debts and Expenses: ~8.1 I direct that any of my legally enforceable debts, any expenses of my last illness, funeral and burial, and any of the administrative expenses of my estate shall be paid from the principal of that portion of my estate disposed of by Article Three of this Will. Article Nine: Miscellaneous Provisions: g9.1 As used in this Will, the term "Internal Revenue Code" shall mean the Internal Revenue Code of 1986, as amended from time to time, or the corresponding provision of subsequent law. g9.2 Whenever a discretionary distribution of net income or principal is permitted pursuant to any trust created by this Will, if such distribution may be made in whole or in part to a person who is then a trustee of such trust, such person say not participate in any way in the decision whether to make such distribution. No trustee who is under a legal obligation to support a beneficiary of a trust created hereunder shall participate in the exercise of any discretion granted to the trustees of that trust to distribute net income or principal in discharge of that legal obligation. Furthermore, no trustee shall enter into any reciprocal arrangement with any other trustee for the purpose of indirectly exercising a power prohibited hereunder. ~9.3 Whenever the Trustee is directed to distribute property to or for the benefit of any beneficiary who is under (a) eighteen years of age, or (b) a legal disability or otherwise suffers from an illness or mental or physical disability that would make distribution directly to such beneficiary inappropriate (as determined in the Trustee's sole discretion exercised in good faith), the Trustee may distribute such property to the person who has custody of such beneficiary, may apply such property for the benefit of such beneficiary, may distribute such property to a custodian for such beneficiary, whether then serving or selected and appointed by the Trustee (including the Trustee), under any applicable Uniform Transfers to Minors Act or Uniform Gifts to Minors Act, may distribute such property directly to such beneficiary's estate, or may distribute such property directly to such beneficiary (except if any of the conditions hereinbefore described in (b) apply), 6 without liability on the part of the Trustee to see to the application of such property. This provision shall not in any way operate to suspend such beneficiary's absolute ownership of such property or to prevent the absolute vesting thereof in such beneficiary. ~9.4 Except as otherwise may be provided in this Will, during the continuance of any of the trusts created under the provisions of this Will, and thereafter until the property is distributed to and received by any beneficiary hereunder, the principal sums thus held in trust for any beneficiary, respectively, and the income thereof shall not be subject to or liable for any contracts, debts, engagements liabilities or torts of such beneficiary now or hereafter made, contracted, incurred or committed, but shall be absolutely free from the same, and such beneficiary shall have no power to sell, assign or encumber all or any part of the principal sums or such beneficiary's interest therein, respectively, or the income thereof, or to anticipate the income. ~9.5 Ifany beneficiary hereunder should die within thirty (30) days after me or within thirty (30) days after any other person the survival of whom detennines his rights hereunder, then such beneficiary shall be deemed to have predeceased me or such other person for all purposes hereunder. IN WITNESS WHEREOF, I, WINIFRED M. HARRINGTON, have hereunto set my hand and seal to this, my last Will, typewritten on nine (9) sheets of paper, including the self. _11 proving attestation clause and signatures of witnesses, this / ~ - day of J.: Pre {1 t3lf I\. , 2000. \1'~ ~'\~\,..~ "'^" \~ WINIFRE M. HA~INGTON ~ '-" (SEAL) Signed, sealed, published and declared by the above named WINIFRED M. HARRINGTON as and for her last Will, in the presence of us and each of us, who, at her request 7 and in her presence and in the presence of each other, have hereunto subscribed our names as witnesses thereto the day and year last above written. /k.'J- Z. kLti Residing at II b We f:r fi.n r It IE r S"7- LjIII/{l..U(.';. fA, 1-'011 . 0~tl:d--t4i~ Residing at '7 / , A J. 8 ,: It. T,.. Av~ /2J3~ASJ f7 if" c 1-1 A'" IGor 4 (A ~ '? fA 170St) Residing at 107 AJ. ")...c...{~-,or C ~n,. /~L.1.. /,4 '''7()/f , COMMONWEALTH OF PENNSYLVANIA: SS. COUNTY OF CUMBERLAND We, WINIFRED M. HARRINGTON, the testatrix, and ;Jny E. L LA"/fc!rT , Jo,4,A.1 G. Itrl<//Vsotv . .s~ ,(3 l:! ^N~ Jh,., ~ , and , the witnesses, whose names are signed to the attached or foregoing insmunent, being first duly sworn, do hereby declare to the undersigned authority that the testatrix signed and executed the instrument as her last Will; that the testatrix signed willingly and executed it as her free and voluntary act for the purposes therein expressed; that each 8 subscribing witness in the hearing and sight ofthe testatrix signed the Will as a witness and that to the best of his or her knowledge the testatrix was at that time eighteen (18) years of age or older, of sound mind and under no constraint or undue influence. r ~G0-e ~-- 1 tness tkr~. i. 't" li.dl Itness pg~4~ ./ Witness Subscribed, sworn to and acknowledged before me by WINIFRED M. HARRINGTON, the testatrix, and subscribed and sworn to before me by ,A 1\ '/ t, L /.-A.. (,..i<. t: r r , Jo r-I IV ;;, /J -r 1< "..J.r" IV and / -r ~ c:A...N..: ';-r") 1'7" U , the witnesses, this 15"" ;J.. day of ('(f I' ;r~ /'? A 4,,::11. ,2000. rjJ ~ -j f)J~~~/v- Notary Public My Commission expires: ~ / I 'i / ;.2(,\0,) SEAL llOISEl ..PUB CAMP HILlBORO. CU.ERlMO co N ,~v ~O"'MISSIOH. EXI~IRES SEPT 18. 2000 9 tv ls~~~~~~I!: '0. Box 40 . Mechanicsburg, PA 17055-0040 '7) 697-1161 1 FREE (800) 283-2328 wvv. ~mbers1st.org '~~:; }.-\ {~l' r:- (} :':) ~. I ',UUI'{:;if 0 ',)f)UCHFF c:' / / ,j t~,.r ~:~ /f (?i'/i~; ,:.".., ') {.:( 11 >,') t:~J '3l.~ / t.- 3 ~1-"l {) :::).J .n i< ~; (.:.}.; ,.' U j '/ '::i P . '~~)!j H {:4 f< I:;; J. I'" Gj () H / ~J I i-! J f' l.: F D !." ..--.... 1:11'1T; lOT :; .. ;,:..: :.;:~ (.j \~"? t'-l~~:(jJ"1 ~:;; i:4 l..) T "~ (1 S tJJJ'f'~",~ tJ~~\,: " I I ,/ _./ -~ 'f.f:J F: i<: [; hi F r:; 0 I'i ~:~ ~::~. ,. Fi i.>' r'KII. "l,,,illl:-~ fnJt....wl) il""ltYd III $101.00111 NCUA ,'...."""'I.""lill'nil.......ll.....ioI....;....,"I..SI;.....I_""...,\~..'.! E F F ,ur ~ ~'\ / /:i:b e.l"i I';:: .L~ A .1 Ff f'( ~:,!\:j ~)UFf" I;. HnL" 1)';1 U:';. w . I,H: f'I~,H<(" r)f::f(iN":: C:CI/'IE n.:Uf,' \,!l!~IIHED 1'\ Hf;i,<F:IH(, rOH (':/0 ,J rll'\L 3 H{:r;.r;~ J t-tf:lT Ol',! ]}02 CRELK VISTA DRIVE J'll': \,) cUlymFP1J~HD PI):I. ?H?b';:,:,:,'::',' ell) ~4. 1Ol<.N' A<. Cv.... ~\ 7/,:>",/" l- SIGNATURE (', j \ 1"~\ 1 (' ,'~ .. /,t,p\.,j (/ Ii i i ' (..I t-. ., . L~..J.r:.,.....,~_-,,:~~ " ? / 11ft/A c.: /1 n E' 1'J""j 'B st 5000 Louise Drive PO eox 40 Mechanicsburg, PA 17055 www.members1st.org Member's Statement of Account Account Numbilr From '-0 Page 203498 04-01-04 06-30-04 I of 1 MEMBERS 1st FEDERAL CREDIT UNION Main Switchboard: (717) 697-1161 or (800) 283-2328 Call-24: (717) 697-4372 01 (800) 283-4372 TOO: (717) 697.5312 or (800) 283.2328 ex!. 5312 Tel.Branch: (717) 795-6049 or (800) 237-7288 CHANGE IS GOOD! WE'VE LOWERED THE~INI~U~ SAVINGS ACCOUNT BALANCE FROM $25 TO $5 FOR ANYONE UNDER THE AGE OF 22. SEE THE ENCLOSED INSERT FOR MORE INFORMATION. - - - ==:! - ---- '..."1..."'...'...'11.....','"1,1,,.'1..'."1.....1.1.11..1 29292 WINIFRED M HARRINGTON 1702 CREEK VISTA DRIVE NEW CUMBERLAND PA 17070-2212 TRANS EFF. DATE DATE TRANSACTION DESCRIPTION AMOUNT BALANCE SUFFIX:OO SAVINGS JOINT OWNERS: JA~ES J HARRINGTON Y-T-D DIVIDENDS: TRUTH IN SAVINGS INFORMATION ANNUAL PERCENTAGE YIELD I 1.00% 25.02 .00 --- ------ -------------------------------------------------------------------- FOR 2004 'Ie IRA YTD DIVIDENDS .00 * OTHER YTD DIVIDENDS .00 'Ie TOTAL YTD DIVIDENDS * TOT A YTO WITHH LDING * TOTA YTD * FORF ITURES .00 .00 .00 NOTICE: SEe9EVERSE SIDE FOR 'IMPOFltANTJNFORMATlQN. . 'HARGED YOUR ACCOUNT as follows: 'his is to advise you that we have this day C DESCRIPTION r, I\.- J' , ~~\G,'~ ~\<\~~ \~ , I: 5 .57111 51;001: ~ T L .,.'" <"Q ~ /i',TACNt'-,cN.-;- Fulton .Bank LANCASTER, PA., I $ ~q5~o.4o ~*et rg~k -\-'ev APPROVED BY ACCOUNT 11- 00 Q.A~ q l NUMBER V ~ .J .\;00 ~08q 711- 5 ~ ...000 2 q 5 L.O L.O." c Fulton Bank LISTENING. STATEMENT OF ACCOUNTS 1600-30897 X STATEMENT PERIOD FROM THROUGH 6-16-04 7-15-04 0 PAGE 1 OF 1 I.. .111. ..111...1111111111111.1,,1.1...11..1.111.. .,,1.1.11..1 WINIFRED M HARRINGTON 1702 CREEK VISTA DR NEW CUMBERLAND PA 17070-2212 5 ENCLOSURES o .TRUE BLUE BANKING PREVIOUS DEPOSITS/ CHECKS/ STATEMENT BALANCE CREDITS 2 DEBITS 5 31,066.99 1,402.23 32,469.22 ACCOUNT: 1600-::30897 SERVICE FEES .00 ENDING BALANCE .00 ---- NTEREST PAID THIS YEAR ORMATION ACCOUNT/INTER 66.63 DATE ACTIVITY DESCRIPTION REFERENCE 06-16 BEGINNING BALANCE 06-29 CHECK 2718 06-29 CHECK 2719 06-29 CHECK 2721 06-30 CHECK 2720 07-01 US TREASURY 312 CIVIL SERV 070104 F 1835536 W CSF 07-09 MISCELLANEOUS DEBIT 03554003770 07-12 CHARGE OFF CREDIT 07-15 ENDING BALANCE DEPOSITS/ CHECKS/ CREDITS DEBITS 00434802000 00435001520 01138001750 00433804300 00077900000 2,768.00 6.03 148.76 6.03 BALANCE 31,066.99 29,540.40 11.42 28,144.20 28,138.17 .-----..-.--.) I~ 29,528.98,1 11.42- / .00 / . / 1,390.81 CHECK NO 2718 2719 TOTAL NUMBER OF CHECKS CHECK SUMMARY * INDICATES SKIP IN CHECK NUMBERS AMOUNT CHECK NO 2,768.00 2720 6.03 2721 4 TOTAL AMOUNT OF CHECKS AMOUNT 6.03 148.76 2,928.82 SUMMER IS HERE AND WITH IT COMES VACATION OR HOME IMPROVEMENT FEVER. LET US SHOW YOU HOW FAR A LOAN CAN TAKE YOU! TO APPLYt STOP BY ANY BRANCH OFFICE, APPLY ONLINE AT Fut ONBANK.COM OR CALL US AT 1-800 FULTON 4. (l. , W"L ~ Co \ c.l. I I . ~ 'L. Y3,1\.(. Ie. h b.; '" I <....... DIRECT FULTON BANK INQUIRIES TO: CAPITAL DIVISION DIRECT BANKING CENTER Member F.D.I.C. fultonbank.com .twton Hank 105 LISTENING. PAGE 1 OF 1 ACCOUNT NUMBER 1600-30897 WINIFRED M HARRINGTON 1702 CREEK VISTA DR NEW CUMBERLAND PA 17070-2212 OVERDRAFT NOTICE ON JULY 9i 20046 THE FOLLOWING ITEM(S) WERE PRESENTED FOR PAYMENT. OUR RECORDS INDICATE AN ACC UNT BALANCE OF $11.42- IN THIS ACCOUNT WHEN THESE ITEM(S) WERE PRESENTED. THE ITEM(S) WERE PAID OR RETURNED AS DESCRIBED BELOW AND THE FEE INDICATED WAS CHARGED TO YOUR ACCOUNT. NUMBER AMOUNT FEE $29,540.40 PAID MISCELLANEOUS DEBIT TOTAL AMOUNT TOTAL FEES $29,540.40 . - WACHOVIA SECURlTlES Client Confirmation Wachovia Securities, LLC, member NYSE & SIPC Account ~er FA NO. Financial Advisor Office Serving Your Account Activity Date Page I of I 044-338203-01 012 ISRAel BORGES ASSOC V.P. INV. HACHOVIA SECURITIES 3 lEHOYNE DRIVE 07/20/2004 lEHOYNE PA 17043 717-761-7344 ~ co III ... co MR JAMES J HARRINGTON & MRS DONNA E HARRINGTON JT TEN 1702 CREEK VISTA DR NEW CUMBERLAND PA 17070-2212 i;"i:!II,li~:I!,"!::l'IIIIIII!'lll!::IIII!II,illltl~I":::::'!":;':'::!! PURCHASES : $0 00 SALES : $ 10 1 , 944 52 NET ACTIVITY : $101 , 944 52cR 1..1111..1111.111.1.111.....1.1..1.1...11..1.111....11.1.11..1 YOU SOLD 100,000 CD FIRST NATIONAL BANK OF OMAHA RO HP 5.000 12/13/2006 OTO 12/12/01 AT 101.6621 TRADE DATE 07/20/2004 1ST CPN 01/02/2002. FDIC INSURED UP TO $100,000, BOOK ENTRY ONLY, FDIC INSURED UP TO $100,000 AMOUNT: $101,662.10 INTEREST: $287.67 "ISC, FEE: $5.25 NET A"OUNT: $101,'44.52 ,ETTLEHENT DATE l7lB1200ct DAVS INTEREST on F CODE 2 HARKET 3 CLASS TRANSFER CUSIPt TRADE 10 '90003CU7R 04Z0ZQHYE6014 101) 74 '+. S-Z- 'fIO,q~ D I \oJ, du.o, c;.f r- ~.., .",,,;>,,..,~. .~; ~s=; '* 8 .,.' ,.~>~" '7"1"'-""';'" ,::,,~.- ,:': ,', ..... .............. ,.,,,,,,",,,'''-'''' ."" rYe, ',""":'0',. . flJ TjA ,: H f1 c ('J'T 'D ENV - 015093 PLC - 0Z1661 ,:a. ro..o,co cirto fn, '1I,,,,,,12,.,,,,t;...,. nf to........c: 2,..... '"'n.......... c.........knlc -, "',,, .., 1~""'" ""1"-" "'j".;: c'I.'l- ~ ;1 ~ll ~A. SM~mRS' l~:~ "," _I ~ FEDERAL CREDIT UNION P.O. Box 40 . Mechanicsburg, PA 17055-0040 (717) 697-1161 TOLL FREE (800) 283-2328 www.members1st.org l'p.r!~ r :::;Cf~[EN 1"/1} ~i .; l_ , __loSIOQIEi 1. r, FNCUAy' F-(iL J L.1 T '~.. ~('''''~~.U~'i.l~~ SHDP 8H:06 Attl T : MEMB t-::. DESCRIPTION: q <iol"'-\ e. . -"l:>~IJl.'" t Ac.count Numb.r 044 338203 JULY 26, 2004 CK.~ -1 Lioyalton of Creekview Vendor # 192HA2 08/05/04 NO: 167438 Invoice # 01-306 Inv.Date Description GL Account # 08/04/04 RESIDENT REFUND 2130- Voucher-## 183949-01 TOTAL Amount to Pay 2,116.84 2,116.84 l..-k. ~ l uoyalton of Creekview Vendor # 192HA5 C t ~'2- Invoice # 01-306 Inv.Date Description GL Account # 08/11/04 RESIDENT REFUND 2130- Amount to Pay 294.00 294.00 lK. ~ 2-. fJ -r r It c. 14 II c= tJ , 6: S. BERNE SMITH Attorney-at-Law 107 N. 24th Street Camp Hill, P A 17011-3602 PHONE: (717) 737-6789 FAX: (717) 737-6783 March 29,2005 In re: Winifred M. Harrington; DOD July 4, 2004; SS# 199-20-9023 PA File No. 21-04-0641; File 2004-00641; EIN: 02-6168985 My File: 144002 Ms. Glenda Farner Strasbaugh Register of Wills Courthouse 1 Courthouse Square Carlisle, PA 17013-3387 Dear Ms. Strasbaugh: Being filed herewith are the original and one copy ofthe Pennsylvania Inheritance Tax return for the Estate of Winifred M. Harrington. Also, enclosed is a check in the amount of$1 ,009.72 payable to the Register of Wills, Agent, as the final payment ofthe Pennsylvania Inheritance Tax owed by the Estate. Please acknowledge receipt of the payment. Finally, my check no. 625 in the amount of$15.00, payable to the Register of Wills is enclosed to pay the filing fee for the Pennsylvania Inheritance Tax return. Thank you for your attention to this matter. If anything further is required, please advise. I have appreciated the fine assistance of your staff. They are excellent. Sincerely yours, ~8~e~ Enclosures: cc: James J. Harrington, Executor CClMMONWEAlTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG, PA 1712B-0601 REV-1162 EX! 11-96) RECEIVED FROM: PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT HARRINGTON JAMES J 1702 CREEK VISTA DRIVE NEW CUMBERLAND, PA 17070 n___n_ fold ESTATE INFORMATION: SSN: 199-20-9023 FILE NUMBER: 2104-0641 DECEDENT NAME: HARRINGTON WINIFRED M DATE OF PAYMENT: 03/31/2005 POSTMARK DATE: 03/30/2005 COUNTY: CUMBERLAND DATE OF DEATH: 07/04/2004 NO. CD 005135 ACN ASSESSMENT CONTROL NUMBER AMOUNT 101 I $1,009.72 I I I I I I , I TOTAL AMOUNT PAID: REMARKS: JAMES J HARRINGTON CHECK# 535 SEAL INITIALS: RSK RECEIVED BY: REGISTER OF WILLS $1,009.72 GLENDA FARNER STRASBAUGH REGISTER OF WILLS _,.w.~:--- <.l- I>l 0- ~ 0 ~ \- ~o.\- ~Sa!\;';5 O-a::ulI"'"MO .O-al- x: (/l ~ a::~ ~i3i ~ ". o ~~ .'1" ~~ ~ o I"'" ~t ?A ~ ~ ~ \AI Y o o o o to- ~~ ~u.a ~~ cs:.... -g !5~ ~c=r= ~ c:J rn Lrl Lrl :r- t'- :r- eO ru c:J c:J c:J c:J \J cO ru ::r c:J c:J t'- \ . \.0 Cj ~~ rJ:l ~~ ~ ~~ ~~ t; ? ~ -: ';t. -' ~~t; ~ ,e. >" N Po< rJ:l<,;:!....... ~ ~ ..... ,.J ~O~a ~SO';t. ~ Z~ (:Q b< . -'\) rJ:l ~ g ~ ~ ~ d)~ ~ ~~O' P rJ) V ta~ tJ'.ls:, (.M~ ~~ .s~~gp.. '';::I 0 ::I ~ ~ t;3 ~ 0 t d) _d)~~'7ii ()~~O~ ~~ou8 ~~U-' o t-' ~ Glenda Farner Strasbaugh Register of Wills and Clerk of Orphans' Court Marjorie A. Wevodau First Deputy Kirk S. Sohonage, Esq Solicitor Register of Wills and Clerk of the Orphans' Court County of Cumberland One Courthouse Square Carlisle, PA 17013 (717) 240-6345 FAX (717)240-7797 INVOICE Bill To: InvoiceNo: Invoice Date: Estate of: Estate No: 283 3/31/2005 Wmifred M. Harrington 2004-0641 SBERNESMIlli 107 N 24lli ST RKelly CAMP HILL, PA 170113602 175.00 Total $175,00 Qty 1 Fee Description Additional Probate Fee Total: $175.00 ?6lj If; Yjos- L/ &f/ r',"'; Checks should be made payable to the Register of Wills. Terms: Net 30. Please return one copy of this invoice with your payment. Thank you, I I" J!:~ " " -;. c::::. ~ ~ -:. -;:; ~ ~ q -:;-; ~ :::;. , -;:; s -;:; --:;. .::. ~ ';;0 ~ ~ ~ O}I ~ "a~ l::l '2...0 if> if;. ';. ~8 'J. 4 'a ' '::> p... \>^7'J.~<s 0I"O'6<;::'-<f, ~ '"' h ';:I.,::;. ~~'C.0~ (:) 0'00 ~ () '''u'''''' ~~ " ~ -:0 "" ...... ~S 'e,r- -;C""...... '-'if> 4.. 'Q<; ~ ,t:.. <! < r:fJ~~ ~ ,;; ,o.;i;, rj;., "6 P.- et. 'P- ~ ~ r:: . -ov ';''''''' l" (') .,A o l'" ('\ .\- ,'1 ." o ,'" ~ ~ ' ~ .~ ~ \<1 ~'(/ , < :1 ) , , ~ \ , \~ I' J , ; ~ , } , ~ , 'I ; ,: :~ , I ," S. BERNE SMITH Attorney-at-Law 107 N. 24" Street Camp Hill, PA 17011-3602 PHONE: (717) 737-6789 FAX: (717)737-6783 April 14, 2005 In re: Winifred M. Harrington; DOD July 4, 2004; SS# 199-20-9023 PA File No. 21-04-0641; File 2004-00641; ElN: 02-6168985 My File: 144002 Ms. Glenda Farner Strasbaugh Register of Wills Courthouse 1 Courthouse Square Carlisle, PA 17013-3387 Dear Ms. Strasbaugh: Being filed herewith are the original and one copy of a Supplemental Pennsylvania Inheritance Tax return for the Estate of Winifred M. Harrington. Also, enclosed is a check in the amount of$64.89 payable to the Register of Wills, Agent, as the additional payment of the Pennsylvania Inheritance Tax owed by the Estate. Please acknowledge receipt of the payment. Finally, my check no. 634 in the amount of$15.00, payable to the Register of Wills is enclosed to pay the filing fee for the Pennsylvania Inheritance Tax return. Thank you for your attention to this matter. If anything further is required, please advise. I have appreciated the fine assistance of your staff. They are excellent. Sincerely yours, ~l /"J.2~~~ / S. Berne Smith Enclosures: cc: James 1. Harrington, Executor COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG, PA 17128-0601 REV-1162 EX(11-96} RECEIVED FROM: PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT HARRINGTON JAMES J 1702 CREEK VISTA DRIVE NEW CUMBERLAND, PA 17070 _n_nn told ESTATE INFORMATION: SSN: 199-20-9023 FILE NUMBER: 2104-0641 DECEDENT NAME: HARRINGTON WINIFRED M DATE OF PAYMENT: 04/18/2005 POSTMARK DATE: 04/15/2005 COUNTY: CUMBERLAND DATE OF DEATH: 07/04/2004 NO. CD 005222 ACN ASSESSMENT CONTROL NUMBER AMOUNT 101 I $64.89 I I I I I I I I TOTAL AMOUNT PAID: REMARKS: CHECK# 501 SEAL INITIALS: JA RECEIVED BY: REGISTER OF WILLS $64.89 GLENDA FARNER STRASBAUGH REGISTER OF WillS ........ ...... .......CiFFic.IAi:uSE.ONly..... ..... COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE DEPT 260601 HARRISBURG, PA 17126-0601 REV -1500 INHERITANCE TAX RETURN RESIDENT DECEDENT . FilE NUMBER 21 COUNTY CODE 0641 NUMBER SOCIAL SECURITY NUMBER 199.20-9023 THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS SOCIAL SECURITY NUMBER DECEDENT'S NAME (LAST. FIRST. AND MIDDLE INITIAL) HARRINGTON. WINIFRED M. DATE OF DEATH DATE OF BIRTH July 4, 2004 April 13, 1922 (IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST. AND MIDDLE INITIAL) t-- Z W Cl UJ L) UJ Cl 3. Remainder Return (d"~ of dealh prior to 12. 13.82) X 2. Supplemental Return 1, Original Return . ~ialll u"~ . Cog ~2_ v ColD Co " 5. Federal Estate Tax Return Required 4a. Future Interest Comprise (dale of death aller 12.12082) 4. Limited Estate o B. Total Number of Safe Deposit Boxes 011. Election to tax under Sec. 9113(A) (AnachSch0) 7. Decedent Maintained a Living Trust (Allach a copy of Trusll 6 Decadent Died Testate (Attach copy of Wilt) 10. Spousal Poverty Credit (dale ofdullI blitween 12.31.g1 and 1.1.gS) g, Litigation Proceeds Received THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO: NAME COMPLETE MAILING ADDRESS S, BERNE SMITH. ESQ. 107 N, 24TH STREET FIRM NAME (If Applicable) CAMP HILL. PA 17011-3602 c: '" "'" 8- ~ ~ <3 TELEPHONE NUMBER 717-737-6789 OFFICIAL USE ONLY $0,00 $0.00 $0.00 $000 $1,442.00 $000 $1,442,00 (8) $0.00 $0.00 (11) (12) (13) (14) (15) (18) (17) (18) (19) (1) 1 Real Estate (Schedule A) '''..,', 2, Stocks and Bonds (Schedule B) (2) 3, Closely Held Corporation. Partnership or Sole-Proprietorship (3) z o I- ::i ::l l- n.. <( () W 0:: (4) (5) 4. Mortgages & Notes Receivable (Schedule 0) 5. Cash. Bank Deposits & Misc. Personal Property (Schedule E) (6) 6. Jointly Owned Property (Schedule F) D Separate Billing Requested 7. Inler-Vivos Transfers & Misc. Non-Probate Property (7) r. (Schedule G or L) $1,442.00 8, Total Gross Assets (total Lines 1-7) (9) 9, Funeral Expenses & Administrative Costs (Schedule H) 10. Debts of Decedent, Mortgage Liabilities & Liens (Schedule I) (10) $000 11, Total Deductions (total lines 9 & 10) $1,442,00 12. Net Value of Estate (line 8 minus Line 11) $000 13. Charitable and Governmental Bequests/See 9113 Trusts for which an election to tax has not been made (Schedule J) 14. Net Value Subject to Tax (Line 12 minus Line 13) $1,442.00 SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES 15. Amount of line 14 taxable at the spousal tax rate, or transfers under Sec. 9116 (a)(1.2) $0.00 x z o ~ ~~ ~::l ~ ~ o () $64.89 16. Amount of line 14 taxable at lineal rate $1,442,00 .045 x $0,00 17. Amount of line 14 taxable at sibling rate .12 x $0 no 18. Amount of line 14 taxable at collateral rate 19, Tax Due .15 x $64.89 20.D CHECK HERE IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT > > BE SURE TO ANSWER ALL QUESTIONS ON REVERSE SIDE AND RECHECK MATH < < Copyright :2000 David James Thorpe, Esq v- Oecedent's Complete Address: STREET ADDRESS 1100 Grandon Way CITY Mechanicsburg IZIP 117050 Tax Payments and Credits: 1. Tax Due (Page 1 Une 19) 2 CreditS/Payments A. Spousal Poverty Credit B Prior Payments C. Discount Total Credits (A + B + C) 3 Interest/Penalty if applicable O.lnterest E Penalty 4. TotallnterestlPenalty (0 + E) It 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 If line 1 + line 3 is greater than line 2, enter the difference. This is the TAX CUE. A. Enter the interest on the tax due B. Enter the lotal of Line 5 + SA. This is the BALANCE DUE. (4) (5) (SA) (5B) Make Check Payable to: REGISTER OF WILLS, AGENT 5 I STATE IPA (1) $64.89 (2) $0,00 (3) $0,00 $6489 $64.89 PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN X IN THE APPROPRIATE BLOCKS 2. Did decedent make a transfer and a. retain the use or illCOme of the property transferred; b_ retain the right to deSignate who shall use the property transferred or its income; c_ retain a revisionary interest or d. receive the promise for life of either payments, benefits or care? If death occurred on or before December 12, 1982, did decedent within two years preceding death transfer property without receiving adequate consideration? If death occurred after December 12, 1982. did decedent transfer property within one year of death without receiving adequate consideration? Did decedent own an "in trust for" or payable upon death bank account or security at his or her death? Did decedent own an indiVidual retirement account, annuity, or other non-probate property? 3 4 Ves ~ No ; B EE 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 retum. including accompanying schedules and slatements, and to the best of my knowledge and belief, it is true. correct. and complele Declaration of pr-eparer other than lhe personal rapresentalive is based on all the infor alion of which preparer has any knowledge. SIGNATURE OF PERSON RESPONSI James J. Harrington, Executor \, ADDRESS 1702 Creek Vista Drive, NEW COUMBE NO, PA 17070 SIGNATURE OF PREPARER OTHER THAN REPRESE S. BERNE SMITH, ESQ ADDRESS 107 N. 24TH STREET, CAMP HILL, PA 17011.3602 ~~ DATE April 14 . 2005 DATE April I'" . 2005 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) (ill For dates of death on or after January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 0% [72 P,S. ~9116 (a) (1.1) (ii)]. The statute does no exempt a transfer to a sUNiving spouse from tax, and the statutory requirements for disclosure of assets and filing a tax return are still applicable even if the surviving spouse is the only beneficiary. For dates of death on or after July 1, 2000: The tax rate imposed on the net value of transfers from a deceased child twenty-one years of age or younger at death to or for the use of a natural parent, an adoptive parent. or a stepparent of the child is 0% [72 P.S. ~9116(a) (1.2)]. The tax rate imposed on the net value of transfers to or for the use of the decedent's lineal beneficiaries is 4.5%, except as noted in 72 P.S. ~9116(1 ,2) [72 PS. ~9116(a) (1)] The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is 12% [72 P.S. ~9116(a)(1.3)]. A sibling is defined, under Section 9102, as an individual who has at least one parent in common with the decedent, whether by blood or adoption. Copyrighl 2000 David James Thorpe, Esq COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY ESTATE OF Winifred M. Harrington Include the proceeds of litigation and the date the proceeds were received by the estate. Schedule F. FILE NUMBER 21-04-0641 All property Jolntly-owned wlth the right of survivorship must be disclosed on ITEM NUMBER 1. DESCRIPTION VALUE AT DATE OF DEATH $1,085.00 Federal Income Tax refund for 2004 2 Pennsylvania State Income Tax refund for 2004 357.00 TOTAL (Also enter on line 5, Recapitulation) (If more space is needed, insert additional sheets of the same size) $1,442.00 Copyright 2000 David James Thorpe, Esq COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE J BENEFICIARIES ESTATE OF Winifred M. Harrington FILE NUMBER 21-04-0641 NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY RELATIONSHIP TO DECEDENT AMOUNT OR SHARE NUMBER Do Not List Trustee(s) OF ESTATE I. TAXABLE DISTRIBUTIONS (include outright spousal distributions) 1. James J. Harrington, 1720 Creek Vista Drive, New Cumberland, PA Son 75% of residue of 17070-2212 estate 2. Stasie C. Harrington, clCastillo de Atienza, 6, portal 2, baja J Granddaughter diamond rings, 28230 Las Razas (Madrid), Spain gifted over in 2001, plus 25% of residue of estate ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 17. AS APPROPRIATE, ON REV 1500 COVER SHEET II. I'lVI'l- "'VI'l": A SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE 1. B_ CHARITABLE AND GOVERNMENTAL DISTR~BUTIONS . TOTAL OF PART II. ENTER TOTAL NON.TAXABLE DISTRIBUTIONS ON LINE 13 OF REV 1500 COVER SHEET SO.OO (If more space is needed, insert additional sheets of the same size) Copyrighl 2000 David James Thorpe, Esq. 07-04-2005 HARRINGTON 07-04-2004 21 04-0641 CUMBERLAND 101 APPEAL DATE: 09-02-2005 (See reverse side under Objections) Altoun1: Rl!IIi1:1:edl I MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS CUMBERLAND CD COURT HOUSE CARLISLE, PA 17013 CUT ALONG THIS LINE _ RETAIN LOWER PORTION FOR YOUR RECORDS - REV:i547-EX-AFP-io3:oSi-NOTicE-OF-iNHERiTANCE-TAX-APPRAisEHENT:-ALLOWANCE-OR--------------- DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX WINIFRED M FILE NO. 21 04-0641 ACN 101 BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISIDH PO Bax Z80601 HARRISBURG PA 11128-0601 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE . .IlOTICE OF INHERITANCE TAX APPR.AIs,t:HENT, ALLOIIANCE DR DISALLOIIANCE OF DEDUCTIONS AND ASSESSI1ENT OF TAX S BERNE SMITH 107 N 24TH ST CAMP HILL ESQ DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY ACN PA 17011 ESTATE OF HARRINGTON TAX RETURN liAS: I ) ACCEPTED AS FILED I XI CHANGED SEE RETURN NO. 01 . 00 NOTE: To insure proper .00 credit to your .ccount~ subIoit the ....per portion .00 of this forti with your .00 tax pay..nt. 135.762.32 .00 102,511.94 I~ an assessaen1: was issued previously, lines 14, 15 and,or 16, 17, 18 and r~lec1: ~igures 1:ha1: include 1:he 1:o1:al ~ abb re1:urns assessed 1:0 da1:e. ASSESSMENT OF TAX: 15. AIIO...t of Una 14 .t Spousal ....t. I IS I 16. ~t of Line 14 taxable .t Lineal/Class A rate e16} 17. _t of Lina 14 .t Sibling rat. 117J 18. ~ount of Line 14 taxable at Co11.t.,..I/C1ass 8 rate (18) 19. Principal Tax nue S. RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: ORIGINAL AND SUPPLEMENTAL 1. R.al Estat. ISchedule Al III 2. Stocks _ Bonds ISchedul. B) 121 3. Closely Held stock/Partnership Interest (Schedule C) (3) 4. ~rtgages/Not.s Receivable (Schedule OJ (4) 5. C.sh/Bank Deposits/Misc. Personal Property (Schedule E) (5) 6. Jointly Owned Proparty (Sch.dul. FI 161 7. Transfers (Schedule S) (7) 8. Total A.ssets 181 APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule Hl 10. o.bts/Hortgape Liabilities/Liens (Schedule Il 11. Total Deductions 12. Net Valu. of Tax Re'turn 13. Charitable/Governmental BequestSj Non-elected 9113 Trusts 14. Net Value of Estate Subject to Tax 191 110) 14,647.00 149.95 1111 1121 1131 (14) ISchedul. .J I NOTE: .00 X 222,371.31 X .00 X 100.00 X 00 = 045 = lZ = 15 = 1191= + AHDUNT PAID 8.500.00 1,009.72 64.89 DATE 09-09-2004 03-30-2005 04-15-2005 HUllBER CD0043 6 CD005135 CD005222 INTEREST/PEN PAID (-I 447.37 .00 .00 i TOTAL TAX CREDIT BALANCE OF TAX DUE INTEREST AND PEN. TOTAL DUE *' REV-IS47 EX AFP (06-051 WINIFRED M DATE 07-04-2005 ATTACHED NOTICE 238,274.26 14.796 91; 223,471.31 1,000.00 Z22,471.31 19 will .00 10,006.98 .00 15.00 10,021. 98 10,021.98 .00 .10 .10 . IF PAID AFTER DATE INDICATED, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. I IF TOTAL DUE IS LESS THAN 01, NO PAYHENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT"' ICRI, YOU HAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM F'n8' TlUeTDI_....._.... .. REV-1470~f&-I8) '* INHERITANCE TAX EXPLANATION COMMONWEALTH OF PENNSYLVANIA OEPARTMENT OF REVENUE OF CHANGES BUREAU OF INOIVIQUAL TAXES PO__ HARRlSAIIR"'" PA 1i1;'~1 DECEDENTS NAME Winifred M. Harrington FILE NUMBER 2104-0641 REVIEWED BY ACN Destiny S.R.arown 101 ITEM EXPLANATION OF CHANGES SCHEDULE NO. The value of the estate has been adjusted as the result of the correction of an error in arithmetic. ;;.'''~ !,-!. 13 i;:, <.' ROW Page 1 IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA IN RE: ESTATE OF WINIFRED M. HARRINGTON, DECEASED ORPHANS' COURT DIVISION No. 21-04-0641 FAMILY AGREEMENT filed on behalf of JAMES J. HARRINGTON, EXECUTOR " Counsel of Record for this Party: S. Berne Smith, Esquire PA LD. #07254 107 N. 24th Street Camp Hill, PA 17011-3602 (717) 737-6789 I Jf-\ ; .'~ "" = "::.::0 <.:..."" (n ,.'"1 -0 I OJ --on --.'""T,r ~ 7'-1 ':---") '-1 '_, 1_::1 " i C"J ,-_.c-, -:-:-n ~.") I nj t'".) .r::- co FAMILY AGREEMENT This is an AGREEMENT by and between JAMES J. HARRINGTON, individually and as Executor of the Estate of Winifred M. Harrington, Deceased, and STASIE C. HARRINGTON, individually, who covenant and agree as follows: WITNESSETH WHEREAS, Winifred M. Harrington, died Ju1y 4,2004, having left her Last Will and Testament dated September 15, 2000, which was du1y admitted to probate by the Register of Wills of Cumberland County at the above number and term July 9, 2004; and WHEREAS, James J. Harrington has been duly appointed as Executor of the Estate of Winifred M. Harrington, Deceased; and WHEREAS, the parties in interest under the Last Will and Testament of Winifred M. Harrington, Deceased, are: Name Address Relationshio Share James 1. Harrington 1720 Creek Vista Drive 3/4th of New Cumberland, P A 17070- Son Residue 2212 Stasie C. Harrington c/Castillo de Atienza, 6, portal 2, Granddaughter 1/4th of baja J Residue 28230 Las Razas (Madrid) Spain Jennifer Enterline C/o Robert L. Enterline Great-Niece 1/3rd of Doll 91 Dorlee Court Collection Grantville, P A 17028 Rebecca Enterline C/o Robert L. Enterline Great-Niece 1/3rd of Doll 91 Dorlee Court Collection Grantville, P A 17028 Kelley Enterline Clo Robert L. Enterline Great-Niece 1/3rd of Doll 91 Dorlee Court Collection Grantville, P A 17028 2 Jonathan Enterline C/o Robert L. Enterline Great-Nephew $100.00 91 Dorlee Court Specific Grantville, P A 17028 Bequest Zion Lutheran C/o Pastor Wenrich Charity $1,000.00 Church 100 West Main Street Specific Hurnmelstown, P A 17036 Bequest WHEREAS, Winifred M. Harrington, Deceased, was not survived by a spouse; and WHEREAS, there were no unfulfilled specific bequests as evidenced by the letters of the beneficiaries of specific bequests attached hereto; and WHEREAS, each of the residuary beneficiary parties to this Agreement having been kept apprised of the estate's probate and non-probate assets, receipts and disbursements, they have determined that no formal Accounting is necessary; and WHEREAS, it is the desire of the parties to this Agreement that final distribution of the estate be accomplished without a formal accounting to the Orphans' Court Division of the Court of Common Pleas of Cumberland County, it being the desire of the parties to avoid the expense, delay and publicity of a formal accounting; and WHEREAS, the parties to this Agreement each acknowledge to have received their appropriate distributions of the residue of the estate; NOW, THEREFORE, WITNESSETH, in consideration of the mutual promises, covenants and agreements recited herein the parties do agree as follows: I. Each of the parties to this Agreement does hereby release and forever discharge James J. Harrington, Executor, from any and all liability which may from time to time arise in connection with his service as Executor of the Estate of Winifred M. Harrington, Deceased. The parties do further agree to indemnifY and hold harmless James J. Harrington, Executor, from any and all liability which may arise against the estate from creditors or other claimants. 2. Each party to this Agreement acknowledges that this Agreement shall be indexed and recorded in the estate proceedings and that the terms hereof shall be binding upon their respective heirs, successors, administrators, and assigns. 3 3. This Agreement shall be governed by the laws of the Commonwealth of Pennsylvania. Dated as of September ~,2005. WITNESS: WITNESS: ~/~ / r/ Stasle 4 CHURCH LETTER HEAD August 26, 2004 In re: Winifred M. Harrington; DDD July 4, 2004; SS# 199-20-9023 PA File No. 21-04-0641; File 2004-00641; EIN: 02-6168985 File: 144002 Mr. S. Berne Smith, Esq. 107 N. 24th Street Camp Hill, PA 17011-3602 Dear Mr. Smith, Thank you for your letter of July 23, 2004, and the enclosed beneficiary notice to Zion Lutheran Church with respect to the bequest in the Will of Winifred M. Harrington. Your information is correct. The Church received a check from the Executor for $1,000.00 after Winifred's death. Therefore, the bequest in the Will was fulfilled. If you require anything further, please advise. Thank you. Sincerely yours, ~)... ~,I. ~'l Pastor Wenrich cc: James J. Harrington, Executor Mr. Robert I.. Enterline 91 Dorlee Court Grantville, P A 17028 August ", 2004 In re: Winifred M. Harrington; DOD July 4, 2004; SS# 199-20-9023 P A File No. 21-04-0641; File 2004-00641; ElN: 02-6168985 File: 144002 Mr. S. Berne Smith, Esq. 107 N. 24th Street Camp Hill, PA 17011-3602 Dear Mr. Smith, Thank you for your letter of July 23, 2004, and the enclosed beneficiary notice to my three daughters, Jennifer, Kelley and Rebecca, with respect to the bequest in the Will of Winifred M. Harrington. Your information is correct. My daughters each received as lifetime gifts from Winifred their shares of Winifred's doll collection in 2001. Therefore, the bequest in the Will was fulfilled. If you require anything further, please advise. Thank you. Sincerely yours, u.vr~C/ ~. Robert I. Enterline ~.tf C:;~ J . fer nterhne Re ecca Enterline cc: James J. Harrington, Executor Mr. Robert 1:. Enterline 91 Dorlee Court Grantville, P A 17028 August ", 2004 In re: Winifred M. Harrington; DOD July 4, 2004; SS# 199-20-9023 PA File No. 21-04-0641; File 2004-00641; EIN: 02-6168985 File: 144002 Mr. S. Berne Smith, Esq. 107 N. 24th Street Camp Hill, PA 17011-3602 Dear Mr. Smith, Thank you for your letter of July 23, 2004, and the enclosed beneficiary notice to my son, Jonathan, with respect to the bequest in the Will of Winifred M. Harrington. Your information is correct. Jonathan received a check from the Executor for $100.00 after Winifred's death. Therefore, the bequest in the Will was fulfilled. If you require anything further, please advise. Thank you. Sincerely yours, (JJ4-c~ Robert to Enterline --- ~a /Jonathan Enterline cc: James J. Harrington, Executor STATUS REPORT UNDER RULE 6.12 Name of Decedent: WINIFRED M. HARRINGTON Date of Death: July 4, 2004 File No. 2004-00641 Admin. No. 21-04-0641 Pursuant to Rule 6.12 ofthe 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: Not applicable. 3. If the answer to No.1 is Yes, state the following: A. Did the personal representative file a final account with the Court? Yes No X B. The separate Orphans' Court No. (if any) for the personal representative's account is: Not applicable. c. Did the personal representative state an account informally to the parties in No X interest? Yes 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 attacked to this report. Note: A Family Agreement is being filed herewith. Date: September 7, 2005 A: B~/V-'--A./ '4~~/1 Signature S. Berne Smith, Esq. Name (Please type or print) Address: 107 N. 24th Street Camp Hill, PA 17011-3602 Telephone No. 717-737-6789 C(ipacity: Personal Representative g;', :'6'\ ~~:J ~3- C.1:\\7 ,.,!u ..Ill' _X_Counsel for personal representative CP