HomeMy WebLinkAbout03-0320Register of Wills CumberlandCounty, Pennsylvania
PETITION FOR GRANT OF LETTERS
Estate of Peggy L. Ely
also known as
, Deceased
Michele D. Krepps
No.
Social Security No. 164-30-3521
(COMPLETE "A" OR "B" BELOW:)
A. Probate and Grant of Letters and aver that Petitioner(s) is/are the execut~
Decedent, dated August 31, 1999 and codicil(s) dated
named in the Last Will of the
Mark D. Coxen and Michael D. Coxen, Decedent's nephews, are named Executors in the Last Will and Testament.
Mark D. Coxen and Michael D. Coxen both signed Renunciations for appointment of Michele D. Krepps as Executor.
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 incompetent:
B. Grant of Letters of Administration
Petitioner(s) after a proper search has/have ascertained that Decedent left no Will and was survived by the following spouse
(if any) and heirs:
Name Relationship Residence
(COMPLETE IN ALL CASES:) Attach additional: heats if necessary.
Decedent was domiciled at death in Cumberland County, Pennsylvania, with his/her last family or principal
residence at 41 Asburv Drive. Suite 14. Mechanicsburg (.Silver Spring Township). Pennsylvania 17055.
Decedent, then 65 years of age, died March 18 ,20 03, at Woodland Center of Nursing, Lewisberry, PA
Decedent at death owned property with estimated values as follows:
(If domiciled in PA) Alt personal property .............................. $ 1,315.00
(If not domiciled in PA) Personal property in Pennsylvania ...................... $
(If not domiciled in PA) Personal property in County .......................... $
Value of real estate in Pennsylvania ............................................... $
Tot,~ .............................................................. S 1.315.00
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
Michele D. Krepps
P.O. Box 773
Mt. Wolf, PA 17347-0773
RW-7
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
~orrect to the best of the knowledge and belief of Petitioner(s) and that, as personal representative(s) of the Decedent,
Petitioner(s) will well and truly administer the estate according to law.
Sworn to and affirmed and subscribed
before me this // day of
I
DECREE OF REGISTER
Estate of Peggy L. Ely
Deceased No. ~/-~-.=~.(~
also known as
Social Security No: 164-30-3521
Date of Death: March 18, 2003
AND NOW, , 20 , in consideration of the Petition
on the reverse side hereon, Satisfactory proof having been presented before me,
IT IS DECREED that Letters ~q Testamentary r-I of Administration
are hereby granted to Michele D. Krepps
in the above estate and that the instrument(s), if any, dated August 31, 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.i ..........................
TOTAL ............ :...
Attorney: Mark E. Halbruneq Esquire
I.D. No: 66737 ·
Address:
Gates, Halbruner & Hatch~ P.C., 1013 Mumma Road,
Suite 100, Lemoyne, PA 17043
Telephone: 717-731-9600
DATE FILED: 4-11-2003
Register of Wills County,
RENUNCIATION
Estate of Peggy L. Ely
also known as
, Deceased
Pennsylvania
The undersigned, Mark D. Coxen, nephew
{Relationship) {Capacity)
the above Decedent, h. ereby renounce(sD the right tO administer the estate and respectfully request(s) that
Letters of Administration c.t.a, be issued to Michelc D. Krepps
of
Witness my hand this $ day of ~ ?Z~-7_ f,~200.3
(Signature)
(Address)
(Signaturel
(Address)
Sworn to or affirmed and subscribed
before me this day of
Notary Public
My Commission Expires:
NOTE:
Renunciations executed outside ttte Office of Register of
Wills are required in some coksnt~es to be flotarlzed.
RW-13 (Rvsd 9/92)
Register of Wills County,
RENUNCIATION
Estate of Peggy L. Ely
also known as
, Deceased
Pennsylvania
The undersigned, Michael D. Coxen, nephew
(Relationship) (Capacity)
the above Decedent, h. ereby renouncelsl the right to administer the estate and respectfully requestls} that
Letters of Administration c.t.a, be issued to Michele D. Krepps
of
Witness my
hand this ~-7~ day of /:~,~t-~ r-dc200.3
~ (Signatur~
(A~dr~ssj
(Signa~re) ~-
(Addressl
(Signaturel
(Addressl
Sworn to or affirmed and subscribed
before me this day of
Notary Public
My Commission Expires:
NOTE:
Renunciations executed outrode the Office of Register of
Wills are reqmred in some counties to be notarized.
RW-13 (Rvsd 9/92)
LAST WILL AND TESTAMENT
OF
PEGGY L. ELY
I, PEGGY L. ELY, now of 17 East From Street, Suite 201, Shiremanstown, Cumberland
Coumy, Pennsylvania 17011, do publish and declare this to be my Last Will and Testamem,
hereby revoking all other prior wills and codicils made by me.
FIRST: Family Background and Appointment of Executor.
(A) Family and Background Information. I am not married. I do not have any
children.
(B) Appointment of Executor. I appoim as my Executor and successor Executor (all
hereinafter referred to as Executor or Executors) under this Will, the following named persons or
corporations to serve without bond and without being required to account to any Court:
Executor: My nephew, MARK D. COXEN.
Successor Executor: My nephew, MICHAEL D. COXEN.
SECOND: Funeral and Last Illness Expenses; Taxes.
(A) Expenses of Funeral and Last Illness. I direct my Executor to pay my funeral
expenses and the expenses of my last illness from my estate.
(B) Taxes. I direct my Execmor to pay any and all estate, inheritance, succession,
legacy, transfer and other death taxes or duties, by whatever name called, including any and all
imerest and penalties thereon, imposed under the laws of any jurisdiction by reason of my death,
upon or with respect to any and all property included in my gross estate for the purpose of such
taxes, whether such property passes under or outside of this Will, out of my residuary estate,
without being prorated or apportioned among or charged against the respective devises, legatees,
beneficiaries, transferees, or other recipients of any such property or charged against any property
passing or which may have passed to any of them. The Executor shall not be entitled to
LAST WILL AND TESTAMENT
OF
PEGGY L. ELY
PAGE 2
reimbursement for any portion of any such taxes from any such person.
THIRD: Tangible Personal Pro~ert~_. Except for those items excluded below and
those items enumerated in the Letter of Instruction, I bequeath all tangible personal property,
including but not limited to clothing, jewelry, heirlooms, furniture, personal effects, motor
vehicles, and all other similar articles, which I own, and the insurance thereon, to be sold and
added to the residue of my estate. Tangible personal property shall not include: (1) any and all
property used by me in any business, (2) cash on hand or on deposit in banks, (3) any type of
evidence of indebtedness, and (4) any life, health or accident insurance policies.
Notwithstanding any other provisions in this Article THIRD, I may leave a separate, dated
and unsigned Letter of Instruction, which I shall place with my Will, containing directions as to
the ultimate disposition of certain of the property bequeathed under this Article THIRD, and such
Letter of Instruction shall determine the distribution of such items.
FOURTH: [This paragraph has been intentionally left blank.[
FIFTH: Residua~ Gifts.
(A) I give, devise and bequeath all the rest, residue and remainder of my estate, of every
kind and character, real, personal and mixed, tangible and intangible, and wherever situated,
including any lapsed or renounced legacies or devises (and including any property over which I
may have a Power of Appointment), to my nieces and nephews, in equal shares, per capita.
(B) Distributions During Administration. Prior to final distribution of my estate, the
Executor, in his discretion, may make partial distributions to one or more beneficiaries or Trusts.
As a consequence, the Executorship and any Trusts created under this Will may exist
contemporaneously. A distribution may be made subject to any indebtedness or liability of my
estate.
SIXTH: Spendthrift Provision. No beneficiary shall have the power to anticipate,
encumber or transfer his or her interest in the estate in any manner other than by the valid exercise
of a power of appointment. No part of the estate shall be liable for or charged with any debts,
contracts, liabilities or torts of a beneficiary or subject to seizure or other process by any creditor
of a beneficiary.
SEVENTH:
Powers of Executor.
In addition to the powers and duties as may have
LAST WILL AND TESTAMENT
OF
PEGGY L. ELY
PAGE 3
been granted elsewhere in this Will, but subject to any limitations stated elsewhere in this Will, the
Executor shall have and exercise exclusive management and control of the Estate and shall be
vested with the following specific powers and discretion, in addition to the powers as may be
generally conferred from time to time upon him by law:
(A) In the management, care and disposition of the Estate, the Executor shall have the
power to do all things and to execute such deeds and instruments as may be deemed necessary or
proper, including the following powers, all of which may be exercised without order of or report
to any Court:
(1) To sell, exchange or otherwise dispose of any property, real, personal or
mixed, at any time held or acquired hereunder, at public or private sale, for cash or on
terms, without advertisement, including the right to lease for any term notwithstanding the
period of the Estate, and to grant options, including any option for a period beyond the
duration of the Estate.
(2) To invest all monies in such stocks, bonds, securities, mortgages, notes,
choses in action, real estate or improvements thereon, and any other property as the
Executor may deem best, without regard to any law now or hereafter enforced limiting
investments of fiduciaries.
(3) To retain for investment any property deposited with the Executor hereunder.
(4) To vote in person or by proxy any corporate stock or other security and to
agree to or take any other action in regard to any reorganization, merger, consolidation,
liquidation, bankruptcy or other procedure or proceedings affecting any stock, bond, note
or other security.
(5) To use attorneys, real estate brokers, accountants and other agents, if such
employment is deemed necessary or desirable, and to pay reasonable compensation for
their services.
(6) To compromise, settle or adjust any claim or demand by or against the Estate
and to agree to any rescission or modification of any contract or agreement affecting the
Estate.
(7) To renew any indebtedness, as well as to borrow money, and~~2~.~/t° sec~
LAST WILL AND TESTAMENT
OF
PEGGY L. ELY
PAGE 4
same by mortgaging, pledging or conveying any property of the Estate, including the
power to borrow at a reasonable rate of interest.
(8) To retain and carry on any business in which the Estate may acquire an
interest, to acquire additional interest in any such business, to agree to the liquidation in
kind of any corporation in which the Estate may have an interest and to carry on the
business thereof, to join with other owners in adopting any form of management for any
business or property in which the Estate may have an interest, to become or remain a
partner, general or limited, in regard to any such business or property and to hold the
stock or other securities as an investment, and to employ agents and confer on them
authority to manage and operate the business, property or corporation, without liability for
the acts of such agent or for any loss, liability or indebtedness of such business if the
management is selected or retained with reasonable care.
(9) To register any stock, bond or other security in the name of a nominee,
without the addition of words indicating that such security is held in a fiduciary capacity,
but accurate records shall be maintained showing that such security is a Estate asset and
the Executor shall be responsible for the acts of such nominee.
(B) Whenever the Executor is directed to distribute any Estate assets in fee simple to a
person who is then under twenty-one (21) years of age, the Executor shall be authorized to hold
such property in Trust for such person until he/she becomes twenty-one (21) years of age, and in
the meantime shall use such part of the income and the principal of the Estate as the Executor may
deem necessary to provide for the proper support and education of such person. If such person
should die before becoming twenty-one (21) years of age, the property then remaining in trust
shall be distributed to the personal representative of such person's estate.
(C) In making distributions from the Estate to or for the benefit of any minor or other
person under a legal disability, the Executor need not require the appointment of a guardian, but
shall be authorized to pay or deliver the same to the custodian of such person, to pay or deliver
the same to such person without the intervention of a guardian, to pay or deliver the same to a
legal guardian of such person if one has already been appointed, or to use the same for the benefit
of such person.
(D) In the disbursement of the Estate and any division into separate trusts or shares,
the Executor shall be authorized to make the distribution and division in money or in kind, or
both, regardless of the basis for income tax purposes of any property distributed or divided in
LAST WILL AND TESTAMENT
OF
PEGGY L. ELY
PAGE 5
kind, and the distribution and division made and the values established by the Executor shall be
binding and conclusive on all persons taking hereunder. The Executor may in making such
distribution or division allot undivided interests in the same property to several trusts or shares.
(E) The Executor shall have discretion to determine whether items should be charged
or credited to income or principal or allocated between income and principal as the Executor may
deem equitable and fair under all circumstances, including the power to amortize or fail to
amortize any part or all of any premium or discount, to treat any part or all of the profit resulting
from the maturity or sale of any asset, whether purchased at a premium or at a discount, as
income or principal or apportion the same between income and principal, to apportion the sales
price of any asset between income and principal, to treat any dividend or other distribution of any
investment as income or principal, or apportion the same between income and principal, to charge
any expense against income or principal or apportion the same, and to provide or fail to provide a
reasonable reserve against depreciation or obsolescence on any assets subject to depreciation or
obsolescence, all as the Executor may reasonably deem equitable and just under all the
circumstances.
(F) If at any time the total fair market value of the assets of any trust established or to
be established hereunder is so small that the corporate Trustee's annual fee for administering the
trust would be equal to or less than the minimum annual fee set forth in the Trustee's regularly
published fee schedule then, in effect, the Trustee in its discretion shall be authorized to terminate
such trust or to decide not to establish such trust, and in such event the property then held in or to
be distributed to such trust shall be distributed to the persons who are then or would be entitled to
the income of such trust. If the amount of income to be received by such persons is to be
determined in the discretion of the Trustee, then the Trustee shall distribute the property among
such of the persons to whom the Trustee is authorized to distribute income, and in such
proportions, as the Trustee in its discretion shall determine.
(G) Unless the context clearly states otherwise, when the authority and power under this
Will is vested in two (2) or more Executors, the authority and powers are to be held jointly by the
Executors. A majority of the Executors may exercise any authority or power granted under this
Will or granted by law, and may act under this Will. Any attempt by one such Executor to act
under this Will on other than ministerial acts shall be void. The action of one such Executor
under this Will may be validated by a subsequent ratification of the act by a majority of the
Executors.
EIGHTH:
Riehts and Liabilities of Executor. No bond or other security shall be
LAST WILL AND TESTAMENT
OF
PEGGY L. ELY
PAGE 6
required of any Executor. This instrument always shall be construed in favor of the validity of any
act or omission by any Executor, and any Executor shall not be liable for any act or omission
except in the case of gross negligence, bad faith or fraud. Specifically, in assessing the propriety
of any investment of the estate, the overall performance of the entire estate shall be taken into
account. Each Executor shall be entitled to receive reasonable compensation for services actually
rendered to my estate, in an amount the Executor normally and customarily charges for
performing similar services during the time which he/she performs the services.
NINTH: Tax Elections. In determining the estate, inheritance and income tax liability
relating to my Estate, the Executor's decision as to all available tax elections shall be conclusive
on all concerned. If the Executor joins with my spouse in filing income tax returns, or consenting
for gift tax purposes to having gifts made by either of us during my life considered as having been
made one-half by each of us, any resulting liability shall be borne by my Estate and my spouse in
such proportions as they may agree. In accordance with IRC Section 2632(a) and without regard
to whether a Federal estate tax return is actually filed, my Executor shall allocate so much of the
Federal Generation Skipping Transfer (GST) exemption amount as will fully exempt any
generation skipping transfer which may occur under this Will.
TENTH: Definitions and General Provisions.
(A) Survival. Any beneficiary who dies within sixty (60) days after my death shall be
considered not to have survived me.
(B) Trust Estate. "Trust Estate" means all assets, however and wherever acquired,
including income, which may belong to a Trust at any given time.
(C) Children. Except for discretionary distributions which may be made unequally
among a group of persons and distributions pursuant to a valid exercise of a Power of
Appointment, in making a distribution to the children of any person, the property to be distributed
shall be divided into as many shares as there are living children of the person and deceased
children of the person who left children who are then-living. Each living child shall take one share
and the share of each deceased child shall be divided among his then-living descendants in the
same manner. A posthumous child shall be considered as living at the death of his parent.
(D) Code. Unless otherwise stated, all references in my Will to section and chapter
numbers are to those of the Internal Revenue Code of 1986, as amended, or the corresponding
provisions of any subsequent federal tax laws applicable to my estate.
LAST WILL AND TESTAMENT
OF
PEGGY L. ELY
PAGE 7
(E) Other terms. The use of any gender includes the other genders, and the use of
either the singular or the plural includes the other.
(F) Captions. The captions set forth in this Will at the beginning of the various
divisions hereof are for convenience of reference only and shall not be deemed to define or limit
the provisions hereof or to affect in any way their construction and application.
(G) Powers of Appointment are Exercised, By this Will I exercise any Power of
Appointment which I may possess at my death.
IN WITNESS WHEREOF, I, PEGGY L. ELY, the Testatrix, have to this my Last Will
and Testament, typewritten on eight (8) pages, including the Acknowledgment and Affidavit, set
my hand and seal this .3 ~ day of August, 1999.
Signed, sealed, published and declared by the above-named Testatrix, as and for her Last Will and
Testament, in the presence of us, who have hereunto subscribed our names at her request, as
witnesses hereto, in the presence of the said Testatrix, and in the presence of each other. Each of
us further declares that he or she believes the Testatrix to be of sound mind and memory. The
preceding instrument consists of this and seven (7) other consecutively numbered typewritten
pages including the Acknowledgment and Affidavit.
~~-~~residing at
(print name)
'~~~ , ' ,~rresiding'~ at
(print name)
ACKNOWLEDGMENT AND AFFIDAVIT
COMMONWEALTH OF PENNSYLVANIA ·
COUNTY OF CUMBERLAND ·
SS:
The Testatrix and the witnesses whose names are signed and subscribed to the attached or
foregoing instrument, being first duly sworn and qualified according to law, do hereby
acknowledge, depose and say to the undersigned authority, that the Testatrix signed and executed
the instrument as her Last Will in the presence of the witnesses; that she signed it willingly or
willingly directed another to sign it for her; that she executed it as her free and voluntary act for
the purposes therein expressed; that each of the witnesses were present and saw the Testatrix sign
and execute the instrument as her Last Will; that each subscribing witness in the hearing and sight
of the Testatrix signed the will as witnesses; and that to the best of their knowledge the Testatrix
was at that time eighteen years of age or older, of sound mind and under no constraint or undue
influence.
0 o 0restatrix
Witness
Sworn to or affirmed, subscribed to, and acknowledged, before me by the above-named
Testatrix and witnesses, this ~/65- day of August, 1999.
Notary Public
My Commission Expires:
Notarial Seal J
Teri L. Walker, Notary Public
Lemoyne Bore, Cumberland County
My Commission Expires Jan. 20, 2003
Member, Pennsylvania Association ot Notaries
CERTIFICATION OF NOTICE UND__~R RUL~ 5.6(a)
Name of Decedent:
Date of Death:
File No.:
Peggy L. Ely
March 18, 2003
2003-00320
To the Register:
I certify that Notice of Estate Administration required by
Rule 5.6(a) of the Orphans' Court Rules was served on or mailed to
the following beneficiaries of the above-captioned estate on May
30, 2003
Name Address
Michele D. Krepps
Mark D. Coxen
Michael D. Coxen
Melanie Neff
Meredith Krepps
Melissa Coxen
P.O. Box 773, Mount Wolf, PA 17347
630 Courtland Street, York, PA 17403
17 Country Club Road, Carlisle, PA 17013
1240 North Browns Dam Dr.New Oxford, PA 17350
144 N.Main Street, Apt. #2, Red Lion, PA 17356
85 Bunker Lane, Etters, PA 17319
Notice has now been given to all persons entitled thereto under
Rule 5.6(a).
ark E. Halbruner,Esquire
Counsel for Personal Representative
GATES, HALBRUNER & HATCH, P.C.
1013 Mumma Road, Suite 100
Lemoyne, PA 17043
(717) 731-9600
Dated: May 30, 2003
60: ~ d
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
REV-1162 EX(11-96)
003320
HALBRUNER MARK E
1013 MUMMA ROAD
SUITE 1 O0
LEMOYNE, PA 1704-3-1144
........ fold
ESTATE INFORMATION: SSN: 164-30-3521
FILE NUMBER: 2103-0320
DECEDENT NAME: ELY PEGGY L
DATE OF PAYMENT: 12/09/2003
POSTMARK DATE: 00/00/0000
COUNTY: CUMBERLAND
DATE OF DEATH: 03/18/2003
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
101 9557.29
TOTAL AMOUNT PAID:
9557.29
REMARKS: RECEIVED OFMICHELLE D KREPPS
IN CO MARK E HALBRUNER, ESQ.
SEAL
CHECK//2833
INITIALS: JA
RECEIVED BY:
DONNA M. OTTO
DEPUTY REGISTER OF WILLS
REGISTER OF WILLS
REV. 1500 EX (6*00)
COMMONWEALTH OF
PENNSYLVANIA
DEPARTMENT OF REVENUE
DEPT, 280601
- HARRISBURG, PA 17128-0601
OFFICIN. USE ONLY
REV-1500
INHERITANCE TAX RETURN
RESIDENT DECEDENT
FILE NUMBER
2 i -- 2003
COUNW CODE YEAR
0 3 2
NUMBER
DECEDENTS NAME (LAST, FIRST, AND MIDDLE INITIAL) SOCIAL SECURITY NUMBER
P~.C.,G¥, E~.Y ~. 164-30-3521
..o, mo
Z
0
DATE OF DEATH (MM-DP-YEAR)
03/3.8/2003
DATE OF BIRTH (MM-DD-YEAR)
04/07/1937
IF APPLICABLE)SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL)
THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
REGISTER OF WILLS
SOCIAL SECURITY NUMBER
r~7'] 1. Odginal Return
[--~4. Limited Estate
r'~ 6. Decedent Died Testate (Attach copy of Will)
~ 9. Litigation Proceeds Received
['--~ 2. Supplemental Return [~ 3. Remainder Return (date of death pdor to 12-13-82)
[~4a. Futura Interest Compromise (date ot death after 12-12-82) ~-~ 5. Federal Estate Tax Return Required
[~]7. Decedent Maintained a Living Trust (Attach copy of Trust) 8. Total Number of Safe Deposit Boxes
[~] 10. Spousal Poverty Credit (date ol death between 12-31-91 end 1-1-S5) [~] I 1. Election to tax under Sec. 9113(A) (A.ac, Sc~ O)
THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO:
NAME COMPLETE MAILING ADDRESS
Mark E. Halbruner 1013 Mumm& Ro&cl
FIRM NAME (if Applicable) Suite 100
Gates, et al.
TELEPHONE NUMBER Lemoyne, PA 17043
(717) 731-9600
1. Real Estate (Schedule A) (1) 0.00
2. Stocks and Bonds (Schedule B) (2) 1, 32 1.54
3. Closely Held Corporation, Partnership or Sole-Proprietorship (3) 0.0 0
4. Mortgages & Notes Receivable (Schedule D) (4) 0 ;..0 0
5. Cash, Bank Deposits & Miscellaneous Personal Property 0.0 0
(Schedule E) (5)
6. J~ Owned Property (Schedule F) (6) 0.00
L__J Separate Billing Requested
7. Inter-VivOs Transfers & Miscellaneous Non-Probate Properbj (7)
(Schedule G or L)
8. Total Gross Assets (total Lines 1-7) (8)
9. Funeral E~penses & Administrative Costs (Schedule H) (9)
10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) (10)
11. Total Deductions (total Lines 9 & 10) (11 )
12. Net Value of Estate (Line 8 minus Line 11 ) (12)
13. Charitable and Governmental Bequests/Sec 9113 Trusts for which an election to tax has not been
made (Schedule J) (13)
14. Net Value Subject toTax (Line 12 minus Line 13) (14)
22,089.08
OFFICtN. USE ONLY
23,410.62
17,377.81
2,317.52
19,695.33
3,715.29
0.00
3,715.29
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)
16. Amount of Line 14 taxable at lineal rate
17. Amount of Line 14 taxable at sibling rate
18. Amount of Line 14 taxable at collateral rate
19. Tax Due
20.
0.00 x .o0__ (15)
0.00 x.o45 (16)
0.00
x .12 (17)
3,715.28 x.15 (18)
(19)
0.00
0.00
0.00
557.29
557.29
> > BE SURE TO' ANSWER ALL QUESTIONS ON REVERSE SIDE AND RECHECK MATH < <
2W4645 1.000
Decedent's Complete Address:
~/I-~-I: I ADDRESS
P.O. Box 77:3
ISTATE
17347-0773
Tax Payments and Credits:
1. Tax Due (Page 1 Line 19)
2. Credits/Payments
A. Spousal Poverty Credit
B. Prior Payments
C. Discount
Interest/Penalty if applicable D. Interest
E. Penalty
0.00
0.00
0.00
(1)
Total Credits (A + B + C) (2)
0,00
0o00
Total Interest/Penalty (D + E)
If Line 2 is greater than Line I + Line 3, enter the difference. This is the OVERPAYMENT.
Check box on Page I Line 20 to request a refund
5. If Line I + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE.
A. Enter the interest on the tax due.
AGENT
B. Enter' the total of Line 5 + 54. This is the BALANCE DUE.
Make Check Pa' to:
(3)
(4)
(5)
(54)
(58)
557,29
0.00
0.00
557.29
0.00
557.29
PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS
1.. Did decedent make a transfer and:
Yes No
a. retain the use or income of the property transferred; '. ...................... ~-] [---1
b. retain the right to designate who shall use the property'b'ansferred or its income; ......... ~
c. retain a reversionary interest;, or ................................ ['--I
· d. receive the promise for life of either payments, benefits or care? ................. J--]
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? r--']
4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which
contains a beneficiary deai~? ..............
ANsw . OF u sT,o.S,s Y s. You Mu. r
- AS PART OF THE ~E~URN.
Under penalties of perjury. I declare that ! have examined this return, including acc~.pa~,y;.l~ ~c;-,~.~iss and =-~=-:--~. ants. and to the best of my kno~dedge and belief, it Is tree, correct and complete.
Declaration Of preparer other than the personal representatlee is based on all Inl~ormallon cd which preparer has any
SIGNATURE OF PERSON R__ESPONSIBLE FOR FLUNG RETURN
ADDRF.9-9 1~o O, L~-O~ 7'73 ~ ' I ';
DATE
MOunt WO1£, pA 17347-0773
S~NATURE OF PF-~'AF~R O,'R )~__~?.,~j'REPRF-.e,~NTATIVE
ADOF~SS 10]~3 -_'~ ....... ~ Road, Ste. 100
Lemo~z~e, PA 17043
DATE
For dates of death on or after July 1, 1994 and before Januanj 1, 1995, the tax rata Imposed on the net value of transfers to or for the use of the surviving spouse is 3%
[72 P.S.§ 9916 (a) (1.1) (i)].
~'~re ds~ta~uSte°ffo~easthno°;exore~ffo~rf~fa~;t'olf9s5u;~ihv?nutu s-re.-t.e.j-m~-p°~l- ---e~- the~ n.._et va.l.u.e.of transf.e, rs to or. ~ ~.e u. se of the surviving spouse Is 0% [72 P S 9116 (a)(11 i,
' ~' u I~ .......... mx, anomesra~u[ r ulr - .§. . )(i)]
the surviving Aoouse Is the only beneflclenj ory eq emerita mr o~scmsum of assets and filing a tax return are st~ll applicable even if
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 steppamnt 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 desedent's lineal beneficiaries is 4.5%, except as noted In 72 P.S. § 9116( 1.2) [72 P.S. § 9116(a)( 1 )].
The tax rate Imposed .on the net value of transfers to or for the use of the decedent's siblings Is 12% (72 P.S. § 9116(a)(1.3)]. A sibling is defined, under Section 9102, as an
individual who has at
2W4646 1.000 rsast one parent in common with the decedent, whether by blood or adoption. ·
REV-1502EX + (1-97)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULEA
REAL ESTATE
ESTATE OF FILE NUMBER
I>:~C.-,G/', ~,T.,/' Tu -2003-
All mai property owned ~mbly or as s tenant In common must be reported at fair market value. Fair market value is defined as the price at which property would be exchanged
between a willing buyer and a welling seller, neither being compelled to buy or sell, both having reasonable knowlsege of the relevant facts. Real property which Is jointly-owned with
right of survivorship must be disclosed on Schedule F.
ITEM
NUMBER
1.
DESCRIPTION VALUE AT DATE
OF DEATH
TOTAL (Also enter on line 1, Recapitulation) $ 0. O0
2w4ses 2.000 (If more space is needed, insert additional sheets of the same size)
REV-1503 EX + (1-97)
COMMONWEALTH OF PENNSYLVANIA
INHERIT, N~JCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
SCHEDULE B
STOCKS & BONDS
FILE NUMBER
PEGGY, ELY L
-2003-
All property jointly-owned with right of survivorship must be disclosed on Schedule F.
ITEM
NUMBER DESCRIFTION
I 47 Shares Ccnacast ~ 28.11/share
TOTAL (Also enter on line 2, Recapitulation)
VALUE AT DATE
OF DEATH
1,321.5&
1,321.54,
2w4696 3.000 (If more space is needed, insert additional sheets of the same size)
REV-1504 EX+ (1-97)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RE3tJRN
RESIDENT DECEDENT
ESTATE OF
SCHEDULE C
CLOSELY-HELD CORPORATION,
PARTNERSHIP or SOLE-PROPRIETORSHIP
FILE NUMBER
[=:~C.-,G~, ~-?.¥ :r., -2003-
Schedule C-1 or C-2 (Including all supporting information) must be attached for each closely-held coq)oration/partnership interest of the decedent, other than a sole-proprietorship.
See instructions for the supporting information to be submitted for sole-proprietorships.
n'EM VALUE AT
NUMBER DESCRIPTION DATE OF DEATH
1.
TOTAL (Also enter on line 3, Recapitulation) $ 0 o 00
2w4697 2.000 (If more space is needed, insert =,.~.;;~;onal sheets of the same size)
REV-1507 EX + (1-97)
COMMONWEALTH OF PENNsYLvANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESYATE OF
SCHEDULE D
MORTGAGES & NOTES
RECEIVABLE
FILE NUMBER
I=ZGG¥, ~.~./' T. -2003-
AJI p~up~r;.y jointly-owned with the Hght of survivorship must be disclosed on Schedule F.
n'EM
VALUE AT
NUMBER DESCRIPTION DATE OF DEATH
1.
TOTAL (Also enter on line 4, Recapitulation) $ 0.0 0
2W46AC 2.000 (If more space is needed, insert additional sheets of same size)
REV-150~ EX+ (1-97)
COMIVlONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
ESTATE OF
P~C-,~Y, ELY L FILE NUMBER
-2003-
Include the )roceeds 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 Sc _be~_,~ F.
H~-M
NUMBER
TOTAL (Also enter on line 5, R~iulation)
(If more space is needed, insert additional sheets of the same size)
VALUE AT DATE
OF DEATH
2W46AD 2.000 ~ 0. O0
REV-1509EX + (1-97)
COMMONWEALTH OF PENNSYLVANIA
IM-IERITANCE TAX RETURN
RESIDENT DECEDENT
F-.SYATE OF
' SCHEDULE F
JOINTLY-OWNED PROPERTY
FILE NUMBER
PEGGY, ELY ?. -2003-
If an asset was made Joint within one year of the decedent's date of death, it must be reported on Schedule G.
SURVIVING JOINT TENANT(S) NAME ADDRESS RELATIONSHIP TO DECEDENT
A.
JOINTLY-OWNED PROPERTY:
~ DATE Lx=,.~,.,,~; ~ i ~N OF PRO~r.H I Y % OF DATE OF DEATH
ITEM FOR JO~N~ MADE Include name ol llr~nclal iaqltu~n and bank account number o~ DATE OF DEATH DECD'S VALUE OF
NUMBER ~ JOINT similar IdenUf~lng number. Ntach deed foflclnlly-held real ,~-,t~,t,, VALUE OF ASSET INTP-.I-~i DF_f?nENTS INT--I=HE:~/
1.
TOI.~L (Also enter on line 6, Rc~;,Jl.a~m) $ 0.00
· ;,~ ~dii~onal sheets of same size)
REV-1510 EX + (1-97).
COMMONvvEALTH OF PENNSYLVANIA
INHEFEI'ANCE TAX RETURN
RESIDENT DECEDENT
.~ ESYATE'0F - ..
SCHEDULE-G
· 'INTER-VIVOS TRANSFERS & --
· MISC. NON-PROBATE PROPERTY
This .schedule m Us{ 'be completed a-nd filed if the answer to any0f questions 1' through 4 on the reverse side of the REV-1500 COVER SHEET is yes.
C~;~p i ION OF PROPEH I ¥ %OF '
iTEM INCI.UDE THE NANE ~ 3HE 'IP, ANSFERE E. 'IT.IEIR RE~'T]ONS~P ~ ·
NuMBEF DECEDENT AND 'P.-E ~ ~ TRANSFE~ A~ACH A COPY ~ THE DATE OF DEATH DECD'S EXCLUSION TAXABLE VALUE
r~=n FOR ~EAL F_ST^~. VALUE OF 'ASSET INTEREST (F m'PUCJU~t.E)
· 1. BELCO Comdnity C=edit .Union 131.44~ 50.00 * 0.00 65.72
· Regular Savings ·
2 BELCO community Credit Union 921.62 '50.00'* ' 0.00 . 460.8!
Money Market Account . .- '
3 sedco C~==mi~y c=ea~= Union .~8.18 s0.00 *
"0.00 24.09
Christmas. Club ',. .
& BELCO'C°aaaunity.Creait ~ion 1,0·03.36
0.00 501.68
Checking Accmm~ ...
5 Pegg~.~. Ely irreV°cable 493.87 100~00 0.00 493.87
Trlzstt ·
29'~S~ares AT&T Corp @ ' ' . · '
· 6 -&'7'.S~a=es AT&T Wireless · 305.03 '100-00 0~00 305.03
Services 9'6.'49/sh~ - ' -
-? 1 Sha=e Agere SYst,~s Inc.. "'. 1.60 100.00' 0,00 i.60
.9 8.Shares Avaya Inc. 9 2.10/.sh. i6.80 100.00 '" .~.00 16.80
10 120 Sha=esBellsouth Corp"9 2,724.00 100,00 0.00 2,724.00
22.70/sh.
1!. 10 .Sha~s. DQE Inc. @ 12.97~sh. ' .i29.70 100.00 - " 0.00 --129.70
12 96 Shares Lucent Technologies 153.60 100-00 0.00 153,60
13 &l Shares Qwes~ Co~unications 163.18 100.0'0 *0.00 163~18
,1~ 200'-S:~ares SBC Co~mmnicat~Ons . . 4',.284J00 '100.00'. '0.00 4,284.00'
Dages"~oIrAE(Al~ ~ter ~2'727'00
2W46AF 2.000
(If more space is needed, insert additional sheets of same size.) '
See attached, explanation
Estate of~ pEc~y, ELY L
Schedule G -- Inter-vivos Transfers & Misc. Non-probate Property
Item
No. Description
Date of death ~ of Decd's Exclusion
Value of asset Interest (If applicable)
Page 2
-2003-
Taxable Value
15 356 Shares Verizon
communications 935.75/sh.
12,727.00 100.00 0.00
12,727.00
TOTAL. (Carry forward to main schedule) ...... 12,727.00
Estate of:
Date of Death:
SSN:
PEGGY L. ELY
03/18/2003
134-30-3521
ATTACHMENT TO PA-1500
SCI-~DULE G
INTER VIVOS TRANSFERS &
MI.SC. NON-PROBATE PROPERTY
Decedent's niece, Michele D. Krepps, was made a joint owner on aH of the Belco Community Credit
Union accounts on 12/3/2002. The accounts are listed as owned 50% by Decedent. Alternatively,
Decedent COuld be listed as the 100% owner with an exclusion equal to one-half of the date of death
account values. Either way, one-half of the account values are subject to tax, and the amount
excluded from tax is less than the $3,000.00 limit on inter vivos transfers within one year of death.
REV-1511 EX + (1-97)
SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
COMMONWEALTH OF PENNSYLVANIA
INHEFFFANC~ TAX RETURN
RESIDENT DECEDENT
ATE OF FILE NUMBER
PEC~Y, ELY L -2003-
Debts of decedent must be reported on Schedule L
I/~-M
NUMBER
2
3
t.
5.
6.
7.
8
9
10
11
Tot~
2W46AG 2.000
DESCRIPTION
FUNERALEXPENSES:
Neill Funeral Ho~e, Inc.
3A01 Market Street
Cam~ Hill, PA 17011
GraniteWerks Memori&l
Te~'s Landing (Funeral Lunch)
Sch&effer's Funer&l Flowers
ADMINISTRATIVE COSTS:
Personal Representative's Commissions
Name of Personal Representative(s) Michele D Kress
Social Security Number(s) / EIN Number of Personal Representative(s)
Street Address P.O. Box 773
City Mount Wolf State PA Zip 1734,7-0773
Year(s) Commission Paid:
AttomeyFeesN&me= Gates, Halbruner & H&tch, P.C.
F .a~- ily Exemption: (If decedent's address is not the same as claimant's, attach explanation)
· Claimant
Street Address
City State __ Zip
Relationship of Claimant to Decedent
Probate Fees
Accountant's Fees
T~RetumPrepare~sFees
Leg&l Publication of No[ice to CreW/tots in The
Patriot News
Legal Publication in the O,~erland Law Journal
Cumberland County Register of Wills - Probate Fees
O,m~erland County Register of Wills - Filing PA
Inheritance Tax Return and Inventory
April Rent for decedent's &partment
continuat 1on ~a.~es ....
TOTAl (Also enter on line 9, R _~c~__r~tulation)
(If more space 1.4 needed, insert additional sheets of same size)
AMOUNT
10,233.52
537.20
215.80
85.81
100.00
4,000.00
0.00
0.00
0.00
0.00
217.51
75.00
81.00
25.00
377.00
1,429.97
17,377.81
Estate of= PEC~Y, ELY L Page 2
-2003-
Item
Schedule H, Part B -- Administrative Costs
Description
Amount
12
13
Maintena~ce of decedent's animal prior to euthanasia
Society of Harrisburg - Euthanasia of
decedent's enamel
8.56
100.00
14
Rental Truck, Storage Shed & Padlock for removal of
decedent's personal effects
265.55
15
Telephone Charges, ~as & Postage re4~ureement to
Executrix
155.86
16
17
18
Michele D. Krepps - Trustee's Fee
9oo.o0
0.00
0.00
TOTAL. (Carry forward to main schedule) 1,429.97
REV-1512 EX+ (1-97)
SCHEDULE I
DEBTS OF DECEDENT,
MORTGAGE UABILITIE$, & LIENS
COMMONWEALTH OF PENNSYLVANIA
IM'IERITANCE TAX RETURN
RESIDENT DECEDENT
r.~IATE OF
FILE NUMBER
P~C-~Y, ELY L -2003-
Include unrelmbursed medical expenses.
iTEM
NUMBER
1.
2
3
4
Gates, Halbru~er & Hatch,
- Legal Services incurred
Telephone Charges
NeighborCare Pharmacy
PPL Electric
PC
prior to ~ate of death.
TOTAL (Also enter on line 1 O, R~_rnitulation)
2W46AH 2.000 (If more space is needed, insert additionaJ sheets of the same size)
AMOUNT
1,665.12
488.48
138.36
25.56
2,317.52
REV-1513 EX+ (900)
CCXMMONWEALTH OF PENNSYLVANIA
INI-IER"rANcE TAX RETURN
RESIDENT DECEDENT
SCHEDULE J
BENEFICIARIES
~'ATE OF
PEGGY. ELY L
NUMBER
L
II.
NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY
TAXABLE DISTRIBUTIONS [include outright spousal distributions, and transfers
under Sec. 9116 (a) (1.2)]
l~epps, Ms. che'le D
P.O. Box 773
Mount Wolf, Pa. 17347-0773
Coxen, Mark D
630 Courtland Street
York, PA 17013
Coxen, Michael D.
17 Countr~ Club Road
Carlisle, PA 17013
FILE NUMBER
-2003-
RELATIONSHIP TO DECEDENT
Do Not List Trustee(s)
Niece/A~4nistrator
Nephew
NeDhew
AMOU~ORS~RE
~E~A~
1,939.96
887.66
887.66
TOTAL OF PART II - ENTF_R TOTAL NON-TAXABLE DISTRIBUTIONS ON UNE 13 OF REV-1500 COVER SHEET $ 0 ~ 0 0
2w46^~ ~.ooo (If more space is needed, ;,,=c,i ~ik3naJ sheets of the same size)
B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
NO~-TAXABt~ DISTRIBUTIONS:
A. SPOUSAL DISTRIBUTIONS UNDER SECT]ON 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE
ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON UNES 15 THROUGH 18, AS APPROPRIATE, ON REV-1500 COVER SHEET
EXHIBIT
Death Certificate
EXHIBIT
Last Will and Testament of the Decedent
Dated August 31, 1999
LAST WILL AND TESTAMENT
OF
PEGGY L. ELY
I, PEGGY L. ELY, now of 17 East Front Street, Suite 201, Shiremanstown, Cumberland
County, Pennsylvania 17011, do publish and declare this to be my Last Will and Testament,
hereby revoking all other prior wills and codicils made by me.
FIRST: Family Background and Appointment of Executor.
(A) Family and Background Information. I am not married. I do not have any
children.
(B) Appointment of Executor. I appoint as my Executor and successor Executor (all
hereinafter referred to as Executor or Executors) under this Will, the following named persons or
corporations to serve without bond and without being reqUired to account to any Court:
Executor: My nephew, MARK D. COXEN.
Successor Executor: My nephew, MICHAEL D. COXEN.
SECOND: Funeral and Last Illness Expenses; Taxes.
(A) Expenses of Funeral and Last Illness. I direct my Executor to pay my funeral
expenses and the expenses of my last illness fi'om my estate.
(B) Taxes. I direct my Executor to pay any and all estate, inheritance, succession,
legacy, transfer and other death taxes or duties, by whatever name called, including any and all
interest and penalties thereon, imposed under the laws of any jurisdiction by reason of my death,
upon or with respect to any and all property included in my gross estate for the purpose of such
taxes, whether such property passes under or outside of this Will, out~ of my residum'y estate,
without being prorated or apportioned among or charged against the respective devises, legatees,
beneficiaries, transferees, or other recipients of any such property or charged against any property
passing or which may have passed to any oftherr[ The Executor shall not be entitled to
LAST WILL AND TESTAME1 .
OF
PEGGY L. ELY
PAGE 2
reimbursement for any portion of any such taxes from any such person.
THIRD: Tan~ble Personal Property,. Except for those items excluded below and
those items enumerated in the Letter of Instruction, I bequeath all tangible personal property,
including but not limited to clothing, jeweh-y, heh'looms, furniture, personal effects, motor
vehicles, and all other similar articles, which I own, and the insurance thereon, to be sold and
added to the residue of my estate. Tangible personal property shall not include: (1) any and all
property used by me in any business, (2) cash on hand or on deposit in banks, (3) any type of
evidence of indebtedness, and (4) any life, health or accident insurance policies.
Notwithstanding any other provisions in this Article THIRD, I may leave a separate, dated
and unsigned Letter of Instruction, which I shall place with my Will, containing directions as to
the ultimate disposition of certain of the property bequeathed under this Article THIRD, and such
Letter of Instruction shall determine the distribution of such items.
FOURTH: [This paragraph has been intentionally left blank.]
FIFTH: Residuary Gifts.
(A) I give, devise and bequeath all the rest, residue and remainder of my estate, of every
kind and character, real, personal and mixed, tangible and intangible, and wherever situated,
including any lapsed or renounced legacies or devises (and including any property over which I
may have a Power of Appointment), to my nieces and nephews, in equal shares, per capita.
(B) Distributions During Administration. Prior to final distribution of my estate, the
Executor, in his discretion, may make partial distributions to one or more beneficiaries or Trusts.
As a consequence, the Executorship and any Trusts created under this Will may exist
contemporaneously. A distribution may be made subject to any indebtedness or liability of my
estate.
SIXTH: Spendthrift Provision. No beneficiary shall have the power to anticipate,
encumber or transfer his or her interest in the estate in any manner other than by the valid exercise
of a power of appointment. No part of the estate shall be liable for or charged with any debts,
contracts, liabilities or torts of a beneficiat~j or subject to seizure or other process by any creditor
of a beneficiary.
SEVENTH: Powers of Executor. In addition to the powers and duties as may have
LAST WILL AND TESTAMEN ~
OF
PEGGY L. ELY
PAGE 3
been granted elsewhere in this Will, but subject to any limitations stated elsewhere in this Will, the
Executor shall have and exercise exclusive management and control of the Estate and shall be
vested with the following specific powers and discretion, in addition to the powers as may be
generally conferred fi'om time to time upon him by law:
(A) In the management, care and disposition of the Estate, the Executor shall have the
power to do all things and to execute such deeds and instruments as may be deemed necessary or
proper, including the following powers, all of which may be exercised without order of or report
to any Court:
(1) To sell, exchange or otherwise dispose of any property, real, personal or
mixed, at any time held or acquired hereunder, at public or private sale, for cash or on
terms, without advertisement, including the right to lease for any term notwithstanding the
period of the Estate, and to grant options, including any option for a period beyond the
duration of the Estate.
(2) To invest all monies in such stocks, bonds, securities, mortgages, notes,
choses in action, real estate or improvements thereon, and any other property as the
Executor may deem best, without regard to any law now or hereafter enforced limiting
investments of fiduciaries.
(3) To retain for investment any property deposited with the Executor hereunder.
(4) To vote in person or by proxy any corporate stock or other security and to
agree to or take any other action in regard to any reorganization, merger, consolidation,
liquidation, bankruptcy or other procedure or proceedings affecting any stock, bond, note
or other security.
(5) To use attorneys, real estate brokers, accountants and other agents, if such
employment is deemed necessat~y or desirable, and to pay reasonable compensation for
theh' services. '
(6) To compromise, settle or adjust any claim or deinand by or against the Estate
and to agree to any rescission or modification of any contract or agreement affecting the
Estate.
(7)
To renew any indebtedness, ' as well as to borrow money, and to secure the. _
;/
LAST WILL AND'
TESTAME~', _
OF
PEGGY L. ELY
PAGE 4
same by mortgaging, pledging or conveying any property of the Estate, including the
power to borrow at a reasonable rate of interest.
(8) To retain and can'y on any business in which the Estate may acquire an
interest, to acquke additional interest in any such business, to agree to the liquidation in
kind of any corporation in which the Estate may have an interest and to carry on the
business thereof, to join with other owners in adopting any form of management for any
business or property in which the Estate may have an interest, to become or remain a
partner, general or limited, in regard to any such business or property and to hold the
stock or other securities as an investment, and to employ agents and confer on them
authority to manage and operate the business, property or corporation, without liability for
the acts of such agent or for any loss, liability or indebtedness of such business if the
management is selected or retained with reasonable care.
(9) To register any stock, bond or other security in the name of a nominee,
without the addition of words indicating that such secm-ity is held in a fiduciary capacity,
but accurate records shall be maintained showing that such security is a Estate asset and
the Executor shall be responsible for the acts of such nominee.
(B) Whenever the Executor is directed to distribute any Estate assets in fee simple to a
person who is then under twenty-one (21) years of age, the Executor shall be authorized to hold
such property in Trust for such person until he/she becomes twenty-one (21) years of'age, and in
the meantime shall use such part of the income and the principal of the Estate as the Executor may
deem necessary to provide for the proper support and education of such person. If such person
should die before becoming twenty-one (21) years of age, the property then remaining in trust
shall be distributed to the personal representative of such person's estate.
(C) In making distributions from the Estate to or for the benefit of any minor or other
person under a legal disability, the Executor need not require the appointment of a guardian, but
shall be authorized to pay or deliver the same to the custodian of such person, to pay or deliver
the same to such person without the intervention of a guardian, to pay or deliver the same to a
legal guardian of such person if one has already been appointed, or to use the same for the benefit
of such person.
(D) In the disbursement of the Estate and any division into separate trusts or shares,
the Executor shall be authorized to make the distribution and division in money or in kind, or
both~ regardless of the basis for income tax pm'poses of any property distributed or divided in
LAST WILL AND TESTAMENT
OF
PEGGY L. ELY
PAGE 5
kind, and the distribution and division made and the values established by the Executor shall be
binding and conclusive on all persons taking hereunder. The Executor may in making such
distribution or division allot undivided interests in the same property to several trusts or shares.
(E) The Executor shall have discretion to determine whether items should be chat'ged
or credited to income or principal or allocated between income and principal as the Executor may
deem equitable and fair under all ckcumstances, including the power to amortize or fail to
amortize any part or all of any premium or discount, to treat any part or all of the profit resulting
from the maturity or sale of any asset, whether purchased at a premium or at a discount, as
income or principal or apportion the same between income and principal, to apportion the sales
price of any asset between income and principal, to treat any dividend or other distribution of any
investment as income or principal, or apportion the same between income and principal, to charge
any expense against income or principal or apportion the same, and to provide or fail to provide a
reasonable reserve against depreciation or obsolescence on any assets subject to depreciation or
obsolescence, all as the Executor may reasonably deem equitable and just under all the
circumstances.
(F) If at any time the total fair market value of the assets of any trust established or to
be established hereunder is so small that the corporate Trustee's annual fee for administering the
trust would be equal to orless than the minimum annual fee set forth in the Trustee's regularly
published fee schedule then, in effect, the Trustee in its discretion shall be authorized to terminate
such trust or to decide not to establish such trust, and in such event the property then held in or to
be distributed to such trust shall be distributed to the persons who are then or would be entitled to
the income of such trust. If the amount of income to be received by such persons is to be
determined in the discretion of the Trustee, then the Trustee shall distribute the property among
such of the persons to whom the Trustee is authorized to distribute income, and in such
proportions, as the Trustee in its discretion shall determine.
(G) Unless the context clearly states otherwise, when the authority and power under this
Will is vested in two (2) or more Executors, the authority and powers are to be held jointly by the
Executors. A majority of the Executors may exercise any authority or power granted under this
Will or granted by law, and may act under this Will. Any attempt by on? such Executor to act
under this Will on other than ministerial acts shall be void. The action of one such Executor
under this Will may be validated by a subsequent ratification of the act by a majority of the
Executors.
EIGHTH: Rights and Liabilities of Executor. No bond or other security shall be
LAST WILL AND TESTAME?
OF
PEGGY L. ELY
PAGE 6
required of any Executor.. This instntment always shall be construed in favor of the validity of any
act or omission by any Executor, and any Executor shall not be liable for any act or omission
except in the case of gross negligence, bad faith or fraud. Specifically, in assessing the propriety
of any investment of the estate, the overall perforrnance of the entire estate shall be taken into
account. Each Executor shall be entitled to receive reasonable compensation for services actually
rendered to my estate, in an amount the Executor normally and. customarily charges for
perforrning similar services during the time which he/she performs the services.
NINTH: Tax Elections. In determining the estate, inheritance and income tax liability
relating to my Estate, the Executor's decision as to all available tax elections shall be conclusive
on all concerned. If the Executor joins with my spouse in filing income tax returns, or consenting
for girl tax purposes to having gifts made by either of us during my life considered as having been
made one-half by each of us, any resulting liability shall be borne by my Estate and my spouse in
such proportions as they may agree. In accordance with IRC Section 2632(a) and without regard
to whether a Federal estate tax return is actually filed, my Executor shall allocate so much of the
Federal Generation Skipping Transfer (GST) exemption amount as will fully exempt any
generation skipping transfer which may occur under this Will.
TENTH: Definitions and General Provisions.
(A) Survival. Any beneficiax~y who dies within sixty (60) days after my death shall be
considered not to have survived me.
(B) Trust Estate. "Trust Estate" means all assets, however and wherever acquired,
including income, which may belong to a Trust at any given time.
(C) Children. Except for discretionary distributions which may be made unequally
among a group of persons and distributions pursuant to a valid exercise of a Power of
Appointment, in making a distribution to the children of any person, the property to be distributed
shall be divided into as many shares as there are living children of the person and deceased
children of the person who left children who are then-living. Each living child shall take one share
and the share of each deceased child shall be divided among his then-living descendants in the
same manner. A posthumous child shall be considered as living at the death of his parent.
(D) Code. Unless otherwise stated, all references in my Will-to section and chapter
numbers are to those of the Internal Revenue Code of 1986, as amended, or the corresponding
provisions of any subsequent federal tax laws applicable to my estate.
LAST WILL AND TESTAMENT
OF
PEGGY L. ELY
PAGE 7
(E) Other terms. The use of any gender includes the other genders, and the use of
either the singular or the plural includes the other.
(F) Captions. The captions set forth in this Will at the beginning of the vahous
divisions hereof are for convenience of reference only and shall not be deemed to define or limit
the provisions hereof or to affect in any way their construction and application.
(G) Powers of Appointment are Exercised. By this Will I exercise any Power of
Appointment which I may possess at my death.
IN WITNESS WItEREOF, I, PEGGY L. ELY, the Testatrix, have to this my Last Will
and Testament, typewritten on eight (8) pages, including the Acknowledgment and Affidavit, set
my hand and seal this -~ ~ day of August, 1999.
PEGGY
Signed, sealed, published and declared by the above-named Testatrix, as and for her Last Will and
Testament, in the presence of us, who have hereunto subscribed our names at her request, as
witnesses hereto, in the presence of the said Testatrix, and in the presence of each other. Each of
us further declares that he or she believes the Testatrix to be of sound mind and memory. The
preceding instrument consists of this and seven (7) other consecutively numbered typewritten
pages including the Acknowledgment and Affidavit.
'x'?'~eY:~~/d~ r e siding at
(print name)
</' ,,~.!,i.L.£i..C.:,) ,~/-z,'t-"i'~si. ding at
(print name)
ACKNOWLEDGMENT AND AFFIDAVIT
COMMONWEALTH OF PENNSYLVANIA :
: SS:
COUNTY OF CUMBERLAND :
The Testatrix and the witnesses whose names are signed and subscribed to the attached or
foregoing instrument, being first duly sworn and qualified according to law, do hereby
acknowledge, depose and say to the undersigned authority, that the Testatrix signed and executed
the instrument as her Last Will in the presence of the witnesses; that she signed it willingly or
willingly directed another to sign it for her; that she executed it as her fi'ee and voluntary act for
the purposes therein expressed; that each of the witnesses were present and saw the Testatrix sign
and execute the instrmnent as her Last Will; that each subscribing witness in the heating and sight
of the Testatrix signed the will as witnesses; and that to the best of their knowledge the Testatrix
was at that time eighteen years of age or older, of sound mind and under no constraint or undue
influence.
o c~ aTestatrix
Witness
Witness
Sworn to or affia-med, subscribed to, and acknowledged, before me by the above-named
Testatrix and witnesses, this ~ day of August, 1999.
"-,. Notat3' Public
· My Commission Expires:
Notarial Seal .... ~-~
Teri L. Walker, Notary Public
Lemoyne Bore, CumberLand County I
My Commission Expires Jan. 20, 2003]
Member, Pennsylvania Association et Notaries
EXHIBIT
The Peggy. L. Ely Irrevocable Trust
U/A Dated March 17, 2003
THE PEGGY L. ELY
IRREVOCABLE TRUST
THIS TRUST AGREEMENT is executed on this 17th day of March, 2003, by and between
PEGGY L. ELY, by and through her attorney-in-fact, MICHELE D. KREPPS (herein called
"Settlor"), and MICHELE D. KREPPS (herein called "Trustee").
ARTICLE L TRUST ESTATE
1.01. Initial Principal. Settlor, desiring to establish an irrevocable trust, does hereby
irrevocably transfer, assign and deliver to the Trustee and her successors and assigns the assets listed
on Schedule A, attached hereto and made a part hereof. As further evidence of such assignment, the
Settlor has executed or will execute or cause to be executed such other instruments as may be
required for the purposes of completing the assignment or transfer of title to such property to the
Trustee. The Trustee accepts such transfer and assignment to herself as Trustee, and the Trustee
undertakes to hold, manage, invest and reinvest the assets of this Trust and to distribute the income
and principal of the Trust in accordance with the provisions of this Agreement.
1.02. Additional Principal. The Settlor and any other person or persons, with the consent
of the Trustee, shall have the right at any time to make additions to the corpus of this Trust or any
share thereof hereby established. All such additions shall be held, governed and distributed by the
Trustee in accordance with the terms and conditions of this Agreement. The Trustee, in her sole
discretion, may require, as a prerequisite to accepting property, that the transferring party provide
evidence satisfactory to the Trustee that (i) the property is not contaminated by any hazardous or
toxic materials or substances; and (ii) the property is not being used and has never been used for any
activities directly or indirectly involving the generation, use, treatment, storage, disposal, release or
discharge of any hazardous or toxic materials or substances.
1.03. Disclaimer. The Trustee shall have the right to disclaim, in whole or in part, prior
to acceptance by the Trustee, any interests in property for any reason, including but not limited to
a concern that such property could cause potential liability under any federal, state or local
environmental law.
ARTICLE II. IRREVOCABILITY OF TRUST
2.01. IrrevocabiliW. Settlor has been advised of the consequences of an irrevocable trust
and hereby declares that this Trust shall be irrevocable and shall not be altered, amended, revoked,
or terminated by Settlor or any other person or persons.
ARTICLE III. LIFE INSURANCE POLICIES
3.01. General Provisions. If any insurance policies are transferred into this Trust, the
Trustee shall be vested with all right, title and interest in and to the transferred policies of insurance,
and is authorized and empowered to exercise and enjoy, for the purposes of the Trust herein created
and as absolute owner of such policies of insurance, all the options, benefits, rights and privileges
under such policies, including the fight to borrow upon and to pledge them for a loan or loans. The
Trustee takes all rights, title and interest in and to the above stated insurance policies subject to any
prior split-dollar life insurance agreement and assignments, which may be in effect at the time of
transfer. The insurance companies which have issued policies are hereby authorized and directed
to recognize the Trustee as absolute owner of such policies of insurance and as fully entitled to all
options, rights, privileges and interests under such policies, and any receipts, releases, and other
instruments executed by the Trustee in connection with such policies shall be binding upon all
persons interested in this Trust. The Settlor hereby relinquishes all rights, tire, interest and powers
in such policies of insurance which Settlor may own and which rights, title, interest and powers are
not assignable, and will, at the request of the Trustee, execute all other instruments reasonably
required to effectuate this relinquishment.
3.02. Payment of Premiums. The Trustee shall be under no obligation to pay the
premiums which may become due and payable under the provisions ofanYpolicy of insurance which
may be transferred or assigned to this Trust, or to make certain that such premiums are paid by the
transferor of such policy, or to notify any persons of the nonpayment of such premiums, and the
Trustee shall be under no responsibility or liability of any kind in case such premiums are not paid,
except the Trustee shall apply any dividends received on sUch policies to the payment of premiums
thereon. Upon notice at any time during the continuance of this Trust that the premiums due upon
such policies are in default, or that premiums which will become due will not be paid, either by the
transferor or by any other person, the Trustee, within her sole discretion, may apply any cash values
attributable to such policy to the purchase of paid-up insurance or of extended insurance, or may
borrow upon such policy for the payment of premiums due thereon, or may accept the cash values
of Such policy upon the policy's forfeiture. In the event that the Trustee receives the cash value of
such policy upon its forfeiture for nonpayment of premiums, the amount received shall be added to
the corpus of this Trust and shall be administered according to the terms of this Agreement. If the
insured under such policies of insurance becomes totally and permanently disabled within the
meaning of any policies and because thereof the payment of premiums, or any of them, shall be
waived during the pendency of such disability, then upon receipt of such knowledge, the Trustee
shall promptly notify the insurance company which has issued such policies and shall take any and
all steps necessary to make such waiver of premium provision effective.
3.03. Duties of Trustee With Regard to Life Insurance Policies. The Trustee shall be
under no obligation or duty whatsoever except with respect to the safekeeping of such policies of
insurance and thc duty to receive such sums as may be paid to the Trustee, in accordance with the
requirements of this Trust, by thc companies issuing such policies, and to hold, manage and disburse
such proceeds subject to the terms of this Agreement. Upon the death of the insured, the Trustee
shall make reasonable efforts to carry out thc provisions of this Agreement, including the
maintenance or defense of any suit; provided, however, the Trustee shall be under no duty to
maintain or enter into any litigation unless the Trustee's expenses, including counsel fees and costs,
· have been advanced or guaranteed in an amount and in a manner reasonably satisfactory to the
Trustee. The Trustee may repay any advances made by her or reimburse herself for any such fees'
and costs from any corpus or income of this Trust.
ARTICLE IV. TRUST DISTRIBUTIONS
4.01. Trust Principal. The entire corpus of this Trust, including the assets initially
transferred to this Trust, subsequent additions to this Trust, and the proceeds of any sale, exchange
or investment of such Trust assets, shall be used for the purposes herein contained.
4.02. Income Distribution. The Trustee shall distribute all of the net income of the trust
to, or for the benefit of, the Settlor for and during the remainder of her life; provided, however, that
if the Settlor is admitted into a long-term care facility for a period of time greater than sixty (60)
days, then the Trustee shall discontinue distribution of income to the Settlor, and the Trustee shall
accumulate any and all of the net income of the trust and shall add such net income to the principal
of the trust. The.Trustee shall make no distribution of principal to, or for the benefit of, the Settlor.
4.03. Termination and Distribution. Upon the death of the Settlor, the Trust shall
terminate, and the Trustee shall dis~'ibute the trust principal and any accumulated income in equal
shares to the Settlor's niece, MICHELE D. KREPPS, the Settlor's nephew, MARK D. COXEN,
and the Settlor's nephew, MICHAEL D. COXEN. If any of the aforenamed beneficiaries does not
survive the termination of this Trust, then his/her share shall be distributed to his/her then-living
issue in equal shares, per stirpes.
4.04. Limited General Power of Appointment. The Settlor's niece, MICHELE D.
KREPPS, is hereby granted the general power to appoint some or all of the principal of this. Trust
to herself and/or the beneficiaries named in Paragraph 4.03, above, in such proportions and upon
such temps (in trust, outright gifts or in any other manner) as she deems advisable. This power shall
not be exercisable under her Will or by her estate. If the aforenamed person fails, either in whole
or in part, to exercise the general power of appointment granted herein, the unappointed principal
shall continue in trust and shall be administered according to the temps of this Trust.
ARTICLE V. POWERS OF TRUSTEE
5.01. General Powers. In addition to such other powers and duties as may have been
granted elsewhere in this Trust, but subject to any limitations contained elsewhere in this Trust, the
Trustee shall have the following powers and duties:
(A) In the management, care and disposition of this Trust, the Trustee shall have the
power to do all things and to execute such deeds, instruments and other documents as may be
deemed necessary and proper, including the following powers, all of which maybe exercised without
order of or report to any court:
(1) To sell, exchange or otherwise dispose of any property, real, personal
or mixed, wheresoever located, at any time held or acquired hereunder, at public or
private sale, for cash or on terms as may be determined by the Trustee, without
advertisement, including the right to lease for any term notwithstanding the period
3
of the Trust, and to grant options, including an option for a period beyond the
duration of the Trust.
(2) To invest all monies in such stocks, bonds, securities, investment
companies or trust shares, mortgages, notes, choses in action, real estate,
improvements thereon and other property as the Trustee may deem best, without
regard to any law now or hereafter in force limiting investments of fiduciaries.
(3)
hereunder.
To retain for investment any property deposited with the Trustee
(4) To vote in person or by proxy any corporate stock or other security
and to agree to or take any other action in regard to any reorganization, merger,
consolidation, liquidation, bankruptcy or other procedure or proceedings affecting
any stock, bond, note or other security held by this Trust.
(5) To use lawyers, real estate brokers, accountants and any other agents
if such employment is deemed necessary or desirable, and to pay reasonable
compensation for their services.
(6) To compromise, settle or adjust any claim or demand by or against the
Trust and to agree to any rescission or modification of any contact or agreement
affecting the Trust.
(7) To renew any indebtedness, as well as to borrow money, and to secure
the same by mortgaging; pledging or conveying any property of the Trust, including
the power to borrow fi.om the Trustee (in the Trustee's individual capacity) at a
reasonable rate of interest.
(8) To retain any business interest transferred to the Trustee, as
shareholder, security holder, creditor, partner or otherwise, for any period of time
whatsoever, even though the interest may constitute all or a large portion of the trust
principal; to comply with the provisions of any agreement restricting transfer of the
interest; to participate in the conduct of the related business or rely upon others to do
so, and to take or delegate to others discretionary power to take any action with
respect to its management and affairs which an individual could take as outright
owner of the business or the business interest, including the voting of stock (by
separate trust or otherwise regardless of whether that separate trust will extend for a
tem~ within or beyond the term of the trust) and the determination of all questions of
policy; to execute and amend partnership agreements; to participate in any
incorporation, reorganization, merger, consolidation, sale of assets, recapitalization,
liquidation or dissolution of the business, or any change in its nature, or in any buy-
sell, stock restriction or stock redemption agreements; to invest in additional stock
4
or securities of, or make secured, unsecured or .subordinated loans to, the business
with mast'funds; to take all appropriate actions to prevent, identify or respond to
actual or threatened violations of any environmental law or regulation thereunder; to
elect or employ with compensation, as directors, officers, employees or agents of the
business, any persons, including a trustee of any trust held under this insmmaent or
any director, officer, employee or agent ora corporate lrustee of any tmst held under
this instrument, without adversely affecting the compensation to which that trustee
would otherwise be entitled; to rely upon reports of certified public accountants as
to the operations and financial condition of the business, without independent
investigation; to deal with and act for the business in any capacity (including in the
case of a corporate trustee any banking or trust capacity and the loaning of money out
of the tmstee's own funds) and to be compensated therefor; and to sell or liquidate
the business or any interest in the business.
(9) To register any stock, bond or other security in the name of a nominee,
without the addition of words indicating that such security is held in a fiduciary
capacity, but accurate records shall be maintained showing that the stock, bond or
other security is a trust asset, and the Trustee shall be responsible for the acts of the
nominee.
(10) To merge this Trust with any other trust created in Settlor's will or
otherwise, with similar provisions and purposes and the same beneficiary or
beneficiaries, but only to the extent that the merger of the trusts will not cause the
imposition of gift tax or generation-skipping tax, federal or otherwise.
(11) To set aside as a separate trust, to be held and administered upon the
same terms as those governing the remaining trust property, any interests in property,
for any reason, including but not limited to a concern that such property could cause
potential liability under any federal, state or local environmental law.
(B) Whenever the Trustee is directed to distribute any mast principal in fee simple to a
person who is then under twenty-one (21) years of age, the Trustee shall be authorized to hold such
property in mast for such person until he becomes twenty-one (21) years of age, and in the meantime
shall use such part of the income and the principal of the trust as the Trustee may deem necessary
to provide for the proper support and education of such person in the standard of living to which he
has become accustomed. If such person should die before becoming twenty-one (21) years of age,
the property then remaining in trust shall be distributed to the personal representative of such
person's estate.
(C) In making distributions from the Trust to or for the benefit of any minor or other
person under a legal disability, the Trustee need not require the appointment ora guardian, but shall
be authorized to pay or deliver the distribution to the custodian of such person, to pay or deliver the
distribution to such person without the intervention of a guardian, to pay or deliver the distribution
to the legal guardian of such person if a guardian has already been appointed, or to use the
distribution for the benefit of such person.
(I)) In the distribution of the Trust and any division into separate trusts and shares, the
Trustee shall be authorized to make the distribution and division in money or in kind or in both,
regardless of the basis for income tax purposes of any property distributed or divided in kind, and
the distribution and division made and the values established by the Trustee shall be binding and
conclusive on all persons taking hereunder. The Trustee may in making such distribution or division
allot undivided interests in the same property to several trusts or shares.
(E) If at any time after Settlor's death the total fair market value of the assets of any trust
established or to be established hereunder is so small that the corporate Trustee's annual fee for
administering the trust would be equal to or less than the minimum annual fee set forth in the
Trustee's regularly published fee schedule, then the Trustee in its discretion shall be authorized to
terminate such trust or to decide not to establish such trust, and in such event the property then held
in or to be distributed to such trust shall be distributed to the persons who are then or would be
entitled to the income of such trust. If the amount of income to be received by such persons is to be
determined in the discretion of the Trustee, then the Trustee shall distribute the property among such
of the persons to whom the Trustee is authorized to distribute income, and in such proportions, as
the Trustee in its discretion shall determine.
(F) The Trustee shall be authoriZed to lend or borrow, including the right to lend to or
borrow from the Settlor's estate, at an adequate rate of interest and'with adequate security and upon
such terms and conditions as the Trustee shall deem fair and equitable.
(G) The Trustee shall be authorized to sell or purchase, at the fair market value as
determined by the Trustee, any property to or from Settlor's estate or any trust created by Settlor
during life or by will, even though the same person or corporation may be acting as executor of
Settlor's estate or as trustee of any other such trusts and as the Trustee of this Trust.
(It) The Trustee shall have discretion to determine whether items should be charged or
credited to income or principal, or allocated between income and principal as the Trustee may deem
equitable and fair under all the circumstances, including the power to amortize or fall to amortize
any part or all of any premium or discount, to treat any part or all of the profit resulting from the
maturity or sale of any asset, whether purchased at a premium or at a discount, as income or principal
or apportion the same between income and principal, to apportion the sales price of any asset
between income and principal, to treat any dividend or other distribution on any investment as
income or principal or to apportion the same between income or principal, to charge any expense
against income or principal or apportion the same, and to provide or fail to provide a reasonable
reserve against depreciation or obsolescence on any asset subject to depreciation or obsolescence,
all as the Trustee may reasonably deem equitable and just under all of the circumstances.
(I) The Trustee is hereby authorized and empowered to purchase such insurance policies
as the Trustee deems appropriate.
ARTICLE VI. SPENDTHRIFT PROVISION
6.01. General Provision. No beneficiary shall have the power to anticipate, encumber or
transfer his interest in the Trust Estate in any manner other than by the valid exercise of a Power of
Appointment. No part of the Trust Estate shall be liable for or charged with any debts, contracts,
liabilities or torts of a beneficiary or subject to seizure or other process by any creditor of a
beneficiary.
ARTICLE VII. CONSTRUCTION OF TRUST
7.01. Choice of Law. This Trust shall be administered and interpreted in accordance with
the laws of the Commonwealth of Pennsylvania.
7.02. Code. Unless otherwise stated, all references in this Trust to section and chapter
numbers are to those of the Internal Revenue Code of 1986, as amended, or corresponding provisions
of any subsequent federal tax laws applicable to this Trust.
7.03. Other Terms. Unless the context otherwise requires, the use of one or more genders
in the text includes all other genders, and the use of either the singular or the plural in the text
includes both the singular and the plural.
7.04. Captions. The captiOns set forth in this Agreement at the beginning of the various
divisions hereof are for convenience of reference only and shall not be deemed to define or limit the
provisions hereof or to affect in any way their construction and application.
7.05. Situs of Trust. The Trust shall have its legal situs in Cumberland County,
Pennsylvania.
ARTICLE VIII.
COMPENSATION OF TRUSTEE AND
APPOINTMENT OF SUCCESSOR TRUSTEES
8.01. Compensation. The Trustee shall receive as her compensation for the services
performed hereunder that sum of money, based on an hourly charge or percentage rate, which the
Trustee normally and customarily charges for performing similar services during the time in which
she performs these services.
8.02. Removal or Resignation of Trustee. Settlor may remove the Trustee at any time
or times, with or without cause, upon thirty (30) days written notice given to the current Trustee.
Upon the removal of the Trustee, a Successor Trustee shall be appointed in. accordance with the
'7
terms set forth in Paragraph 8.03. The Trustee may resign at any time upon thirty (30) days written
notice given to the Settlor, or after the death of the Settlor, upon thirty (30) days written notice given
to the current income beneficiary or beneficiaries (including a beneficiary's natural or legal guardian
or legal representative), hereunder.
8.03. Appointment of Successor Trustee. Upon the death, resignation, removal or
incapacity of the Trustee, then S ettlor's nephew, MICHAEL D. COXEN, shall serve as Successor
Trustee and shall succeed to all the duties and powers, including diseretionarypowers, herein granted
to the Trustee.
8.04. Exoneration of Trustee. No Trustee shall be liable for any loss or depreciation in
value sustained by the Trust as a result of the Trustee retaining any property upon which there is later
discovered to by hazardous materials or substances requiring remedial action pursuant to any federal,
state, or local environmental law, unless the Trustee contributed to the loss or depreciation in value
through willful default, willful misconduct, or gross negligence.
8.05. Indemnification of Trustee Upon Distribution. Notwithstanding any contrary
provision in this Trust Agreement, the Trustee may withhold a distribution to a beneficiary until
receiving from the beneficiary an indemnification agreement in which the beneficiary agrees to
indemnify the Trustee against any claims filed against the Trustee as an "owner" or "operator" under
the Comprehensive Environmental Response, Compensation and Liability Act of 1980, as from time
to time amended, or any regulation thereunder.
ARTICLE IX. PERPETUITIES CLAUSE
9.01. General Provision. Notwithstanding anything to the contrary in this Trust, each
disposition the Settlor has made herein, whether legal or equitable, to the extent it can be referred
in its postponement of becoming a vested interest to a duration measured by some life or lives in
being at the time of the Settlor's death is definitely to vest in interest, although not necessarily in
possession, not later than twenty-one (21) years after such lives (and any period of gestation
involved); or to the extent it cannot be referred in any such postponement to such lives, is to so vest
not later than twenty-one (21) years from the time of the Settlor's death ............
ARTICLE X.
PAYMENT OF TAXES, FUNERAL
EXPENSES AND EXPENSES OF ADMINISTRATION
10.01. Payment of Death Taxes and Other Estate Settlement Costs. The Trustee shall
ascertain from the legal representative of Settlor's estate whether the legal representative has
sufficient assets to pay the legacy, succession, inheritance, transfer, estate and other death taxes or
duties levied or assessed against the Settlor's estate (including all interest and penalties thereon), all
of which taxes, interest and penalties are hereafter referred to as the death taxes, interest and
penalties. If the legal representative advises the Trustee that insufficient funds exist to pay all the
death taxes, interest and penalties, the Trustee shall then pay to the legal representative from the trust
property, an amount equal to all the death taxes, interest and penalties in excess of the funds
available to the legal representative for this purpose, which payments are to be made without
apportionment. In making the payments, the Trustee shall use only those assets or their proceeds
which are includable in the Settlor's gross estate for purposes of the United States estate tax.
Ifthepersonal representative of the Settlor's estate, in his sole discretion, shall determine that
appropriate assets of Settlor's estate are not available in sufficient amount to pay (1) the Settlor's
funeral expenses and (2) the expenses of administering the Settlor's estate, the Trustee shall, upon
the request of the personal representative, contribute from the principal of the trust estate the amount
of such deficiency; and in connection with any such action the Trustee shall rely upon the written
statement of the personal representative as to the validity and correctness of the amounts of any such
expenses and shall furnish funds to the personal representative so as to enable him to discharge the
same, or to discharge any part or all thereof by making payment directly to the person entitled or
claiming to be entitled to receive payment thereof. No consideration need be required by the Trustee
from the personal representative for the disbursement made by the Trustee pursuant hereto, nor shall
there be any obligation upon the perSonal representative to repay to the Trustee any of the funds
disbursed hereunder, and all amounts disbursed by the Trustee pursuant to the authority hereby
conferred shall be disbursed without any right in or duty upon the Trustee to seek or obtain
contribution or reimbursement from any person or property on account of such payment. The
Trustee shall not be responsible for the application of any funds delivered to the personal
representative pursuant to the authority herein granted, nor shall the Trustee be subject to liability
to any beneficiary hereunder on account of any payment made pursuant to the provisions hereof.
IN WITNESS WHEREOF, the Settlor and Trustee have hereunto set their hands and seals
as of the day and year first written above·
WITNESS:
SETTLOR:
(ss )
~EC~ L. ELY, I~y a~d tl~r~u~h her
attorney-in-fact, MICHELE D. KREPPS
COMMONWEALTH OF PENNSYLVANIA '
· SS:
COUNTY OF CUMBERLAND ·
On this, the 17th day of March, 2003, before me, a Notary Public, the undersigned officer,
personally appeared PEGGY L. ELY, by and through her attorney-in-fact, MICHELE D.
KREPPS, known to me (or satisfactorily proven) to be the person whose name is subscribed to the
within Trust Agreement,. and acknowledged that she executed the same for the purposes therein
contained.
IN WITNESS WHEREOF, I have set my hand and official Seal.
Notary Public
My Commission Expires:
Notarial Seal
Traci L. Sepkovic, Notary Public
Lomoyno Bore Cumberland County
My Commission Expires July 7, 2003. [' ~.' .... '.::~ ' .:_:.
Member.
The foregoing Trust Agreement was delivered, and is hereby accepted, at Wormleysburg,
Pennsylvania, on March 17, 2003.
WITNESS:
TRUSTEE:
lO
SCHEDULE "A"
SCHEDULE
REFERRED TO IN THE ANNEXED
TRUST AGREEMENT
DATED MARCH 17, 2003
FROM PEGGY L. ELY, BY AND THROUGH HER
ATTORNEY-IN-FACT, MICHELE D. KREPPS,
SETTLOR
TO MICHELE D. KREPPS,
TRUSTEE
PROPERTY DESCRIPTION:
EXHIBITS
Documentation of Assets
tr
BELCO
Community Credit Union
Getting You There
2. Account number:
DECEDENT ESTATE INFORMATION
Name(s_) in which the account was held: F~,~ ~._, ~' '(_~ , ,
I I- -
Balance
Regular Savings:
Christmas Club:
Whatver Club:
Checking:
Money Market:
_! -
Accrued Dividends YTD Dividends
$ $
$ -'- $ ~
Accrued Dividends YTD Dividends
For
Certificates: Balance
Certficate Number
$ $ $
$ $ $
$ $ $
$ $ $
$ $ $
Date the account was initiated:
Name(s) in which Safe Deposit Box was held:
6. Date the box was initially rented:
Branch address at which the box is located:
Loan Information:
A.
Unsecured Loans:
B. Secured Loans:
9. Miscellaneous:
C. Mortgage Loans:
Balance Accrued Interest
$
Per Diem Int
$
$ $ $
$ $ $
$ $ $
$ $ $
$ $ $
$ $ $
$ $ $
$ $ $
BELCO COMMUNITY CREDIT UNION
MAIN OFFICE
403 N. 2nd Street · P.O. Box 82 · Harrisburg, PA 17108 · (717) 23-BELCO
Web Site: www. belco.org
I-IO0[FINANCE
Search -Finance Home - Yahoo! - Help
Historical Prices - CMCSK (COMCAST A SPCL)
As of Apr-09-03
More Info: _Q_u__ote_ I C_h_a~ I _N_ew.s I Pr. Qfjl_e I _Re_~_e_a.r_c_h_ I _S.~E~ I _Me_s_s_a. ge__s I I_n_sj_d_e_r
Apr' 10 2003
Daily
Weekly
Monthly
Dividends
Ticker Symbol: [cmcsk i!
ADVERTISEMENT
DateOpen High Low Close Volume close. Il
^pr-09-0 6,4Z ,000
-----------------~-----~-Apr-03-03 28.56 28.66 27.59 27.93 5,860,000 ~27 93 ~
Apr-02-03 28.36. 28.57~ 27.90 28.44 5,550,400
Apr-01-03 27.55 28.06 27.40 27.71 5,980,400 27.71[
Mar-31-03 27.89 28.05 26.96 27.49 6,711,700 2,.49[
Mar-28-03 28.28 28.43 27.79 27.95 4,345,800. 27.95I
Mar-27-03 27.66 28.62 27.43 28.31 5,204,100 28.31[
Mar-26-03 28.10 28.56 :27.60 27.81 7,727,100 27.81_[
Mar-25-03 27.69 28.92 27.57 28.06 6,819,500 28.06I
Mar-24-03 28.57 28.73 27.49 27.50 6,527,200 27.50I
Mar-21-03 28.84 29.66 28.39 29.33 9,165,500 29.33I
Mar-20-03 28.49 28.91 27.78 28.54 10,509,000 28.54
Mar-19-03 28.12 28.93 28.12 28.73 5,425,000 28.73~
Mar-18-03 28.38 28.46 27.49 28.11 5,890,700 28.11
Mar-17-03 27.50 28.88 27.00 28.26 12,414,800 28.26
Download Spreadsheet Format
* adjusted for dividends and splits please see FAQ.
http://table.finance.yahoo.com/d?a=2&b= 15&c=2003 &d=3 &e= 10&f=2003 &g=d&s=cmcsk 4/10/2003
COMCAST CORPORATION
PO BOX 430{)1
PROVtDENCE RI 02940-3091
Please retain f, ur records
November 22, 2002
MISS PEGGY L ELY
41 ASHBURG SUITE 14
MECHANICSBURG, PA 17050-8209
Shareholder's Account Number
Account Access PIN/Password
Telephone Password
184249636
28656968
28656968
COMCAST CORPORATION
Date Issue ID Class CUSIP Shares
11/18/2002 454510 CLASS A 20030N101 36.0000
Book Entry Share Balance 36.0000
Transaction Description
STK COMBINATION
This transaction advice reflects shares of new Comcast Corporation stock of the class identified above being held for you in direct
registration book-entry form. Please note that a separate transaction advice will be sent to you in respect of each class and issUer of
shares you owned that were converted in the Comcast/AT&T Broadband combination to new Comcast Corporation common stock.
In addition, a check representing the value of any cash in lieu of fractional shares you are entitled to receive will be mailed under
separate cover.
SELL YOUR SHARES QUICKLY AND CONVENIENTLY through the EquiServe Trust Company N.A.'s
Sales Order Processing Facility. See reverse side for important information regarding the use of this Facility.
To sell by Telephone: Call .our Express Sale line toll-~'ee at 1-866-298-8538. Please note that this number
is for Express Sales only. For other inquiries, please see reverse side.
· Enter your Social Security Number and your Telephone Account Access Password printed in the upper
right hand corner of this transaction advice.
· Press 1 to sell some or all of your book-entry shares, then listen to and follow the additional instructions.
Please remain on the line until your transaction is processed.
To sell by Internet: Go to www.cmcsk.com and click on Shareholder Services.
· Select Class A or Class A Special as applicable.
· Enter your Social Security' Number and the Internet Account Password printed in the upper .right hand
corner of this transaction advice. Follow the additional instructions.
CO-0004R2 New 11/02
COMCAST CORPORATION
PO BOX 43091
PROVIDENCE RI 02940-3091
Please retain re' ar records
November 22, 2uu2
PEGGY L ELY
41 ASHBURG DRIVE SUITE 14
MECHANICSBURG, PA t'7050-8209
Shareholder's Account Number
Account Access PIN/Password
Telephone Password
464301432
21343817
21343817
COMCAST CORPORATION ------
Date issue ID Class CUSIP Shares Transaction Description
11/18/2002 454510 CLASS A 20030N101 11.0000 STKCOMBINATION
Book~ Entry Share Balance 11.0000
This transaction advice reflects shares of new Comcast Corporation stock of the class identified above being held for you in direct
registration book-entry form. Please note that a separate transaction advice will be sent to you in respect of each class and issuer of
shares you owned that were converted in the Comcast/AT&T Broadband combination to new Comcast Corporation common stock.
In addition, a check representing the value of any cash in lieu of fractional shares you are entitled to receive will be mailed under
separate cover.
SELL YOUR SHARES QUICKLY AND CONVENIENTLY through the EquiServe Trust Company N.A.'s
Sales Order Processing Facility. See reverse side for important information regarding the use of this Facility.
To sell by Telephone: Call our Express Sale line toll-~ee at 1-$66-295-$535. Please note that this number
is for Express Sales only. For other inquiries, please see reverse side.
· Enter your Social Security Number and your Telephone Account Access Password printed in the upper
right hand corner of this transaction advice.
· Press 1 to sell some or all of your book-entry shares, then listen to and follow the additional instructions.
Please remain on the line until your transaction is processed.
To sell by lnternet: Go to www.cmcsk.com and click on Shareholder Services.
· Select Class A or Class A Special as applicable.
· Enter your Social Security Number and the Internet Account Password printed in the upper right hand
corner of this transaction advice. Follow the additional instructions.
CO-0004R2 New 11/02
Legg Mason Wood Walker, Incorporated
1 MarketwaySouth, York, PA 17401 · 1200
717o845. 1681 800.877.5344
Member New York Stock Exchange, Inc./Member SIPC
September 29, 2003
Mark E. Halbruner, Esquire
Gates, Halbmner & Hatch, P.C.
1013 Mumma Road, Suite 100
Lemoyne, PA 17043
Re:
The Peggy L Ely Irrevocable Trust
Account values as of March 18, 2003
Dear Mr. Halbruner:
Attached is a duplicate copy of the spreadsheet that was mailed to your office on June 25,
2003. Listed are all securities held in the Trust account of Peggy L. Ely, and the value
of those holdings as of March 18, 2003. Also listed is the income earned, if any, from
January 1 through March 18, 2003.
If you need any further assistance, please call.
Sincerely,
Judy
Associate Financial Advisor
Bamett/McCracken Group
"All quotations have been taken from the historical database and other' applicable research sources. They have been carefully
checked but their accuracy is not guaranteed. All capital changes may not be reflected in the above quotations,"
Peggy L Ely Irrevocable Trust
Security Description
Stock positions
29
47
1
25
8
120
10
96
41
2OO
356
AT&T Corp
AT&T Wireless Services Inc
Agere Systems Inc - class A
Agere Systems Inc - class B
Avaya Inc
Bellsouth Corp
DQE Inc
Lucent Technologies Inc
Qwest Communications Intl Inc
SBC Communications Inc
Verizon Communications
Symbol
T
AWE
AGRA
AGRB
AV
BLS
DQE
LU
SBC
~ VZ
Date of Death
Value
$ 493.87
$ 305.03
$ 1.60
$ 38.oo
$ 16.80
$ 2,724.OO
$ 129.70
$ 153.60
$ 163.18
$ 4,284.00
$ 12,727.00
Dividends earned
1-1-03 to 3-18-03
$ 5.43
$
$
$
$
$ 24.00
$ 2.5o
$
$
$ 54.00
$ 137.06
total securities value 3-18-03
total income 1-1-03 through 3-18-03
$ 21,036.78
$ 222.99
"A~ qu~atati~ns have been taken fr~rn the hist~rfca~ database and ~ther app~icab~e research s~urces~ They have been carefully checked but their accuracy is not Guaranteed."
EXHIBITS
Documentation of Expenses
NEILL
Funeral Home Inc.
April 1, 2003
Ms. Michele Krepps
PO BOX 773
Mt. Wolf, PA 17347
This is an itemized bill for the funeral of: Pe~¥ L. EIv
PROPE'SSlONAI::' SERVIC~A-ND M'ERCHTA-NDISE SEEECTED--'
JF9 GOLDEN PEARL ..............................
Corinthian .......................................
Post Autopsy Care ................................
Additional Transportation @ $1.90/Miles ...............
Complete Traditional Service ........................
Memorial Package B ...............................
Bubble Top ......................................
Flowers .........................................
2,995.OO
1,695.00
250.00
47.50
3,295.00
155.00
394.00
365.70
Sub - Total $
9,197.20
CASH ADVANCES
Death Certificates .................................
Honorarium, Rev. Kauffman .........................
Newspaper Notice, Patriot-News .....................
Orchard Hills Cemetery ............................
30.00-
125.00
81.32
800.00
Sub - Total $
Total Funeral Charges $
1,036.32
10,233.52
Payment Received $ 0.00
Balance Due on Account (Due date: 03~25~2003
Ref No.: 1002024 - - ' '-
3401 Market Street
Camp Hill, PA - 17011-4428
tel 717 737-fl726
[ax 717 737-1859
Robert J. Pramik, Supervisor
3501 Den3, Street
Harrisburg, PA- 17111-1817
tel 717 564-2633
tax 717 561-9918
Stephen J. VVilsbach, Supervisor
Members of
ALDE RWO,<3DS
GROUP
LjRANITW ERICS
MEMORIALS
R O. Box 366
/~NCHESTER, PA 'J 7345
717-266-1451
Purchaser /~:'i'~ i'-" i.~ ~:: /6= ,~. ,- ~ ,",/, ~:
! ,
Address ,/:;: ~-": ?'?i '"' ;(,'i' "7 ~:
Zip J"?, .".. 4? "~' Phone '.~ ~:':-'"~'- ~2 ..... ~, '7 '"T~
~:::'7:, '~ ~,:,? ~,',',,~ ,, , ,,~- 1/2'7 ¢~
Foundation furnished by .,
/
Design No.
Material
Base
Lettering to be modified sand
carved unless ordered differently
Family name
Inscriptions
Date .,J ,J/,./ Z ? 20 O2
This is an expJanation of charges as wi
as a sales contract. Additional letterir
and other future work is NOT included
this contract price.
· D
(left side facing memorial)
(right side facing memorial)
Family name and inscriptions verified by (sign) ~.~ t'~.~ , . ~ ' : L ,.:: , ..
An extra charge will be made for cutting inscriptions other than those specified. Cemetery inscription cutting by others will void any GranltWerks Memorials guarantee.
LIMITED WARRANTY
GranitWerks Memorials agrees to remedy or replace at its own
expense any part that may develop defects in workmanship or materi-
al, reported to GranitWerks Memorials by purchaser, other than dam-
age done by vandals, storms, accidents, etc.
Memoria I..z.=..q.'..:..,. Z. j,,).r.,::
Foundation ..',':;.::::!':?! :?~:i ,.J... $
TOTAL .............................. $
?
The work shall be completed as stated, provided, that if completion be delayed without fault of GranitWerks Memorials by strike, lockout, fire, unusual
delay by common carrier or other contingencies beyond GranitWerks Memorials control, the agreed time for completion shall be extended for a com-
mensurate period.
Any memorial or other purchase remains the properly of GranitWerks Memorials until paid in full. In the event of non-payment of any part of this agree-
ment, the purchaser(s) authorizes the Cemetery to permit the removal of the memorial herein described and, hereby, releases the said Cemetery of any lia-
bility in connection therewith.
This order shall become a contract between the purchaser and GranitWerks Memorials upon acceptance thereof in the space below by a duly authorized
representative of said GranitWerks Memorials, it being understood that this instrument upon such acceptance covers all of the agreements between the pur-
chaser and GranitWerks Memorials, and that no agent or representative of GranltWerks Memorials has made any statements or agreements verbal or writ-
ten modifying or adding to the terms and conditions herein set forth. It is further understood that upon the acceptance of this order the contract so made
cannot be cancelled, altered or modified by the purchaser or by any agent of GranltWerks Memorials, or in any manner except by agreement in writing
between the purchaser and GranltWerks Memorials.
GranitWerks
20 Purchaser
TEDD'S LANLitNfi
Lunct~ Ex?ess
Check¢ 74139 Table¢ C&C
~of Guests: 1 Server¢ 44
'lime: 2:40:43 PM
GUEST¢ 1
1 CHILLI
2 TUNA SALAD 11.90
6 COFFEE
1 FRESH FRUII 3.
2 LN CHKN BBO 8.:
5 ICED TEA
4 SODA 5. O0
8 CLAM CHOWDER
I BEEF ON A BUN 4.95
._J .... APQ 1 e P i?_ ............. :. '?) _
! Carrot Cake '!. Z5
2 Pecan Pie
4 REG TOSSED
1 CORNED BEEF
1 TURKEY SAND
1 CHR-GRL CHK UAL Afl
2 HOT SAUSAGE ~..~
kood Sub T(',r. al
4 Gl. CHARD
2 BACARDI
BAILEYS
5 Miller Light
6uverage Sub--lotal
SUB TOTAL
Sales Tax
OPEN FI)OD TOI~L.
7
'1 f~4 O8
THANK YOU
SCHAEFER'S
NORTH END
03/27/03
FTD %. 75. O0
FTD T, - 5.95
SUBT 80.95
TAX1 "4.86
CHEK 85'. 81
6166A000 1-.' .54
'i"OTAL 7: 48
'" ......... ~E:t.i)5 ',-", 4!..,.'~
Peggy L. El},, Estate of
c/o Michelle D. Krgpps
P.O. Box 773
Mt. Wolf, PA 17347-0773
Estate Administration
Gates, Halbruner & Hatch, P.C.
1013 Mummu Road
Suite #100
Lemoyne, PA 17043
(717) 2484909
Federal I.D. g03-0379998
INVOICE
Invoice Date April 28, 2003
Period Ending April 15, 2003
Invoice No. 23926
PAYMENT DUE UPON RECEIPT OF STATEMENT
All overdue accounts will be assessed finance charges of 1.5% per month.
We now accept the following credit cards for payment: Discover, Mastercard & Visa.
Professional Fees
3/25/2003 MEH
3/25/2003 VL
3/27/2003 MEH
3/28/2003 MEH
4/~2003 MEH
4/2/2003 VI.
4/3/2003 MEH
4/8/2003 MEH
REVIEWED DEATH CERTIFICATE. CONFE~NCE WITH 0.20 ~ 155.00/hr
PARALEGAL.
SETUP ESTATE ADMINISTRATION FILE. 1.00 ~ 85.00/hr
TELEPHONE CALL FROM MICI4EI~ KREPPS. 0.20 ~ 155.00Par
REVIEWED AND RESPONDED TO E-MAIL FROM MICHELE0.20 ~ 155.00/hr
KREPPS RE: VERIZON IFE INSURANCE.
REVIEWED MEMO FROM VL. E-MAIL TO MICHELE KREPPS.20 ~ 155.00/hr
MEMO TO VL.
REVIEWED FILE AND PREPARED FEE LETTER, 1.30 ~ 85.00/hr
APPLICATION FOR TAXPAYER IDENTIFICATION N-UMbER
AND AUTHORIZATIONS FOR FINANCIAL INFORMATION
IN READINESS FOR APPOINTMENT WITH MICHELE
KREPPS.
REVIEWED AND REVISED AUTHORIZATIONS FOR
RELEASE OF FINANCIAL INFORMATION AND
CORRESPONDENCE TO 1VIICHELE KREPPS. OFFICE
CONFERENCE WITH MICHELE KREPPS. DRAFTED
RENUNCIATIONS FOR MARK AND MICHAEL COXEN.
RECEIVED VOICE MAIL FROM MICHELE I<REPPS.
TELEPHONE CALL TO LISA CORTES. E-MAIL TO MICHELE
KREPPS.
2.oo @ 155.ooCar
E-MAILS TO AND FROM MICHELE KREPPS RE: MEETING 1.50 ~ 155.00Par
TO OPEN ESTATE. PREPARED DOCUMENTS TO PROBATE
WILL AIqD OPEN ESTATE. ONLINE SEARCH FOR VALUE OF
31.00
85.00
31.00
31.00
31.00
110.50
310.00
232.50
Estate Administration
4/10/2003 VL
4/10/2003 VL
4/11/2003 MEH
Gates, Halbruner & Hatch, P.C.
COMCAST CORP. STOCK. MEMO TO VL. TELEPHONE
CALLS TO PRUDENTIAL AND VERIZON. E-MAIL TO
MICHELE KREPPS RE: STATUS OF LIFE INSURANCE
CLAIM. REVIEWED FAX FROM MICHELE K. REPPS.
CONTACTED M~CHELE FOR SOCIAL SECURITY NUMBER- 0.30 (~ 85.00/hr
PREPARED ESTATE INFORMATION SHEET. TELEPHONED 2.30 ~ 85.00/hr
MICHELE D. KREPPS FOR ADDITIONAL INFORMATION.
ASCERTAINED THE VALUE OF COMCAST STOCK ON
MAKCH 18TH.
REVIEWED AND REVISED PROBATE PETITION AND
ESTATE INFORMATION SHEET. PREPARED FOR AND
ATI'ENDED CONFERENCE WITH MICHELE KREPPS AT
cUMBERLAND COUN'I~ COURTHOUSE TO PROBATE V~rlLL
AND OPEN ESTATE.
2.00 @ 155.ooatr
Sub-total Fees:
Page: 2
25.50
195.50
310.00
1,393.00
Expenses
4/10/2003
4/10/2003
4/15/2003
LONG DISTANCE CHARGES.
LONG DISTANCE CHARGES.
LONG DISTANCE - FAX.
Sub-total Expenses:
Totnl Current Billing:
Previous Balance Due:
Total No~ Due:
0.13
0.13
0.13
0.39
1,393.39
0.00
1,393.39
Current Over 30 Over 60 Over 90
1,393.39 0.00 0.00 0.00
PLEASE VISIT OUR WEBSITE AT WWW.GATESLAWFIRM.COM
Peggy L. Ely, Estate of
¢/o Michelle D. Krepps
P.O. Box 773
Mt. Wolf, PA 17347-0773
Estate Administration
Professional Fees
4/16/2003 MEH
Gates, Halbruner & Hatch, P.C.
1013 Mumma Road
Suite #100
Lemoyne, PA 17043
(717) 248-6909
Federal I.D. #03-0379998
INVOICE
Invoice Date May 22, 2003
Period Ending May 15, 2003
Invoice No. 24446
PAYMENT DUE UPON RECEIPT OF STATEMENT
All overdue accounts will be assessed finance charges of 1.5% per month.
We now accept the following credit cards for payment: Discover, Mastercard 8: Visa.
REVIEwED PROBATE DECREE AND SHORT CEKTIFICATE~t.80 ~ 155.00/hr
FROM CUMBERLAND COUNTY REGISTER OF WILLS.
TELEPHONE CALL TO IRS TO OBTAIN TAX ID NUMBER
FOR:ESTATE. FAX CORRESPONDENCE TO n:[s. TELEPHONE
CALL FROM MICHELE KREPPS. TELEPHONE CALL TO
COMCAST CORP. LEFT VOICE MAIL FOR MICI-IELE
KREPPS. TELEPHONE CALL FROM MICHELE KREPPS.
TELEPHONE CALLS TO COMCAST CORP. TO SELL STOCK
SHARES. E-MAIL TO MICHELE KREPPS.
Sub-total Fees:
279.00
279.00
Total Current Billing:
Previous Balance Due:
Total Now Due:
279.00
1,393.39
1,6.72.39
Current Over 30 Over 60 Over 90
279.00 0.00 0.00 0.00
PLEASE VISIT OUR WEBSITE AT WWW.GATESLAWFIRM. COM
Peggy L. Ely, Estate of
c/o Michelle D. Krepps
P.O. Box 773
Mt. Wolf, PA 17347-0773
Estate Administration
Gates, Halbruner & Hatch, P.C.
1013 Mumma Road
Suite #100
Lemoyae, PA 17043
(717) 248-6909
Federal I.D. #03-0379998
Professional Fees
9/26/2003 MEH
9/26/2O03 VL
9~26/2003 VL
10/1/2003 MEH
10/1/2003 VL
10/2/2003 VL
10/2/2003 VL
INVOICE
Invoice Date October 22, 2003
Period Ending October 15, 2003
Invoice No. 26511
PAYMENT DUE UPON RECEIPT OF STATEMENT
, All overdue accounts will be assessed f'mance charges of 1.5% per month.
We ~ow accept the following credit cards for payment: Discover, Mastercard & Visa.
REVIEWED MEMO FROM VL RE: PREPARATION OF 0.40 ~ 155.00/hr
INHERITANCE TAX RETURN. REVIEWED FILE RE:
DOCIjlMENTATION OF LEGG MASON ACCOLrNT.
TELEPHONE CALL TO TIM MCCRACKEN AT LEGG MASON.
CONI~ERENCE WITH VL.
REVIEWED FILE FOR STATUS OF INFORMATION TO 2.00 ~ 85.00/hr
PREPARE PA ITR. INPUT BIO INFORMATION AND ASSET
DATA.
coNFERRED WITH MARK HALBRUNER REGARDING THE 0.30 ~ 85.00/kr
LEGG-MASON ACCOUNT STATUS AS OF THE DATE OF
DEATH.
REvIEwED CORRESPONDENCE AND TRUST ACCOUNT
STATEMENT FROM LEGG MASON. CONFERENCE WITH VL.
REVIEWED MEMO FROM VL RE: PREPARATION OF
INHERITANCE TAX RETURN. MEMO TO VL RE: SAME.
RECEIVED LEGG MASON ACCOUNT. INPUT AND UPDATED 1.50 ~ 85.00/hr
PA INHERITANCE TAX RETURN WITH LEGG MASON
INFORMATION.
RECEIVED, REVIEWED AND PRINTED E-MAIL FROM MARK 0.20 ~ 85.00/hr
HALBRUNER REGARDING CLASSIFICATION OF
ATTORNEY FEES PRIOR TO AND FOLLOWING THE DATE
OF DEATH.
AMENDED AND COMPLETED PA ITR FOR ATTORNEY 1.50 ~ 85.00/hr
REVIEW.
62.00
170.00
25.50
0.30~155.00/hr 46.50
127.50
17.00
127.50
Estate Administration
Gates, ttalbruner & Hatch, P.C.
Sub-total Fees:
Page: 2
576.00
576.00
93.50
669.50
Total Current Billing:
Previous Balance Due:
Total Now Due:
Current Over 30 Over 60 Over 90
576.00 17.00 76.50 0.00
PLEASE VISIT OUR WEBSITE AT WWW.GATESLAWFIRM.COM
Peggy L. Ely, Estate of
c/o Michelle D. Krepps
P.O. Box 773
ML Wolf, PA 17347-0773
Estate Administration ,
Gates, Halbruner & Hatch, P.C.
1013 Mumma Road
Suite #100
Lemoyne, PA 17043
(717) 248-6909
Federal I.D. #03-0379998
INVOICE
Invoice Date June 25, 2003
Period Ending June 15, 2003
Invoice No. 24934
PAYMENT DUE UPON RECEIFr OF STATEMENT
All overdue accounts will be assessed finance charges of 1.5% per month.
We now accept the following credit cards for payment: Discover, Mastercard & Visa.
Professional Fees
5/16/2003 MEH
5/27~2003 MEH
5/28/2003 VL
5/29/2003 MEH
5/29/2003 VL
TELEPHONE CALL FROM MICHELE K1LEPPS. TELEPHONE 0.30 ~ 155.00/hr
CALL FROM MARK COXEN.
RECEIVED MESSAGE FROM MELANIE NESS. E-MAIL TO 1.00 ~ 155.00/hr
MICHELE KREPPS. CORRESPONDENCE TO DEPT. OF
PUBLIC WELFARE TO CONFIRM NO ESTATE RECOVERY
LIEN. REVIEWED FINANCIAL RECORDS AND ORGANIZED
DATA FOR DATE-OF-DEATH VALUE INQUIRY LETTERS.
CONFERENCE WITH VL RE: PREPARATION OF INQUIRY
LETTERS.
REVIEWED ESTATE FILE FOR STATUS. CONFERRED WITH).40 ~ 85.00/111'
MEH.
REVIEWED AND SIGNED INQUIRY LETTERS TO FINANCI/II.20 ~ 155.00gnr
INSTITUTIONS AND PUBLICATION LETTERS TO PATRIOT
NEWs AND CUMBERLAND LAW JOURNAL. LEFT VOICE
MAIL FOR MICHELE KREPPS.
PREPARED NOTICE OF PUBLICATION TO CREDrrORS. 1.50 ~ 85.00Hlr
PREPARED LETTERS OF INSTRUCTIONS TO THE PATRIOT
NEWS AND THE CUMBERLAND LAW JOURNAL FOR
PUBLICATION OF THE NOTICE. PREPARED ORPHANS
RULE 5.6(A) NOTICE OF ESTATE ADMINISTRATION TO
ALL BENEFICIARIES. PREPARED LETTERS TO
BENEFICIARIES OF THE ESTATE ENCLOSING A COPY OF
THE NOTICE. PREPARED CERTIFICATION OF NOTICE OF
ESTATE ADMINISTRATION FOR FILING WITH THE
COURT.
46.50
155.00
34.00
31.00
127.50
Estate Administration
5/29/2003 VL
5/30/2003 MEH
5130/2003 VI,
5/30/2003 VL
Gates, Halbruner & Hatch, P.C.
PREPARED LETTER TO LEGG MASON REQUESTING DATE1.40 ~ 85.00/hr
OF DEATH INFORMATION ON THE IRREVOCABLE TRUST
ACCOUNT, ENCLOSING DEATH CERTIFICATE AND
FINANCIAL AUTHORIZATION. PREPARED LETTER TO
COMCAST CORPORATION REQUESTING DATE OF DEATH
INFORMATION ON THE ACCOUNT, ENCLOSING DEATH
CEI~TIFICATE AND FINANCIAL AUTHORIZATION.
PREPARED LETTER TO BELCOR COMMUNITY CREDIT
UNION REQUESTING DATE OF DEATH INFORMATION ON
THE ACCOUNT, ENCLOSING DEATH CERTIFICATE AND
FINANCIAL AUTHORIZATION.
TELEPHONE CALL FROM MICHELE KREPPS. TELEPHONE 1.50 ~ 155.00/hr
CALL TO MELANIE NEFF. REVIEWED FAX FROM MICHELE
KREPPS. REVIEWED ORPHANS' COLrRT RULE 5.6 AND
DRAFTED RULE 5.6 BENEFICIARY NOTICES. REVIEWED
AND REVISED CERTIFICATION OF NOTICE.
CORRESPONDENCE TO BENEFICIARIES AND REGISTER OF
WILLS. REVIEWED E-MAIL FROM MICt~LE KREPPS.
cONFERENCE WITH TLS.
REVIEWED FILE FOR ASSET INFORMATION AS A
pRELUDE TO COMPUTING THE INHERITANCE TAX
PREPAYMENT. DISCUSSION WITH MEH CONCERNING,
SPECIFICALLY, THE COPIES OF STOCK CERTIFICATES
AND UNDATED LIST OF VALUES IN THE FILE.
0.40 ~ 85.00/hr
AMENDED THE NOTICE TO BENEFICIARIES TO INCLUDE 0.80 ~ 85.00/hr
ADDITIONAL PARTIES. REVISED LETTERS WITH
UPDATED DATE. REVISED THE CERTIFICATION OF
NO .TICE UNDER RULE 5.6(A) TO INCLUDE ADDITIONAL
PARTIES AND PREPARED LETTER ENCLOSING SAME FOR
FILING WITH THE COURT.
Sub-total Fees:
Expenses
5/27/2003
5/30/2003
POSTAGE.
PAID TO: CUMBERLAND LAW JOURNAL
Sub-total Expenses:
Page: 2
119.00
232.50
34.00
68.00
847.50
4.42
75.00
79.42
Payments
5/28/2003
Payment
' 1~z393.39 _~
Sub-totalPaymen~: 1,393.39
E~atc Administration
Gates, Halbruner & Halt-h, P.C.
Total Current Billing:
Previoas .Balance Due:
Total Now Due:.-
Page: 3
926.92
279.00
1,~0~.92
Current Over 30 Over 60 over 90
926.92 279.00 0.00 0.00
PLEASE VISIT OUR WEBSITE AT WWW. GATESLAWFIRM. COM
(.;I-Atf~IPIb. U
ADVERTISING
INVOICE
Questions regarding this invoice caJI (717) 255-8138
I
BILLING
DATE
~6/~.1/03 I
To Place your ad Call Classified (717) 255-8121
Tearsheet Request cell (717) 255-8417
INVOICE NO.
START DATE :: · !sTOp DATE
> &, / C: 4 / ,2) 5 [ 0 6 1 1 ~.~ ./0 3
I. 50IN
[. 75
3. O0
ACCOUNT NO.
'.' ,.'-; "f,,';)~']i -c', F
ACCOUNT NAME
DESCRIPTION OR TAG LINE
DUE UPON RECEIPT
PL~E DETACH
ACCOUNTING
P.O. BOX 60367
HARRISBURG, PA 171
FED. D#: 23-1304402
T , . INVOICE NO. 'FC~102451M
17. 51
41 ~shbu~ ~ti~, Suite I~ ¢.~a~a ....... I ............. : ~P. DATE
~tc~nicstu~ Pa 17050 ]
~ . Ootlars ~.:
Mem
CUMBERLAND LAW JOURNAL
32 SOUTH BEDFORD STREET
CARLISLE, PA 17013
JUNE 27, 2003
Cumberland Law Journal is published every Friday by the Cumberland County Bar
Association and is designated by the Court of Common Pleas as the official legal publication for
Cumberland County and the legal newspaper for publication of legal notices.
TO:
Mark E. Halbruner, ESQUIRE
RE:
Peggy L. Ely, ESTATE
Legal advertisements must be received by Friday Noon. All legal advertising must be
paid in advance. Make all checks payable to: Cumberland Law Journal.
Advertisement inserted on following dates:
JUNE 13, 20, 27, 2003
Payment received JUNE 10, 2003
by Becky H. Morgenthal/Executive Director
Advertising Cost
Proof of Publication
Second Proof Request
Payment Received
Total Amount Due
$ 75.00
$ 0.00
$ 0.00
$ 75.00
$ 0.00
No. 258171
~ -t'~ J~ '
/i,cco~Tl,~~ ~Q~
BAL DUE ~ MONEY
Hess Express 38425
3311H. Beo?ge St.
Eai§sville, PA 12345
S~ore: 38425
04-02-2003 Register: 3
CLERE:LAL
14:49:27 Sale no:383848
......................................
Item Sz Ot Total $
UNL REG 3 8.0056 @ 1.499 12.00
......................................
Sub Total ...... $ 12.08
Tax ........ $ 0.00
Total ...... $ 12.00
Cash ....... $ 1 R. 08
Chan§e ..... $ 0.00
Thank you !
WELGONE TO
RUI'TER'S FAR~ STORE
201 COOL SPRING ROAD
WR!GHTSV!LLE PA
?l?-252-4~47
1D42276~-001
Descr. qty anl0unt
UNLE OR U03 7.6706 i!.50
LU 1.499../ 6
Sub Total 11.50
Tax O.CO
T~tot 11.50
CASH $ 20.00
Change $ -8,50
REGU 0002 CSHU 003 DR~ O! TRAN~ 23749
04108/03 17:54:!5 STH 4
Receipt #:
Date:
Huma~ ~ociety of Harrisburg Area, It West Sh
.. 710 Eppley Road Mechanicsburg, PA 17055 (717)697-8547
Fee Receipt
03/27/03
AA
Fees Payable By: !nez Hostetler Person Code #: HUMW013883P
41 Ashburg Drive, Mechaniesburg, PA 1'7055- ( ) -
03/27/03 Manual Entry EUTHANASIA 0 - 40 pounds for HUMW010201A Batch #: DF00000000:
03/27/03 Manual Entry Comm. Cremation 0 -40 lbs. for HUMW010201A Batch #: DF00000000:
$35.00
$65.00
Paid Via:
Cash:
Check:
Charge:
Account:
Account:
Account:
Account:
Total Paid: $100.00 Thank-You
Total of Curren~s~ ......
' New Balance-
Processed by tracy at 15:13:32 on 03/27/03 using PetWhere®
To enrOl! in the Verizon
Direct payment OPtion pleaSe read
LELY
41 AsBBURG DRIVE STE 14
McHNCSBRG PA 17050-8241
the agreement on the
and sign of the payment f°rm
reverse side
t summ~
oct
Balance 6.29
Current charges 4.55
Vefizon Chatg~
VefiZoa Long
current Cl~argeS $10.
Total Amoaat Due b~ Apr 14
to address belOW.
and send this coupon with your check or money ~..def' in US firods .....- -
Please write in amo.nt enclosed _ . ........... ' ~
ver zg.
Billing Date 03/19/03
Account 717 766 6064 270 29 Y
Page I of 8
P L ELY
41 ASHBURG DRIVE STE 14
MCHNCSBRG PA 17050-8241
I,,,111,,,111,,,,I,1,11,,,I,,I,,,I,1,1,,I,,,11,,,11,1,,11,,,11
.Account Summary
Amount of Last Bill 68.98
Payments through Mar 20 69.00CR
Balance .02CR
Current cl~arges
Verizon Charges 6.29
Verizon Long Distance charges 4.55
Current Cl~arges 10.84
Total Amount Due by Apl- 14 $10.82
To enroll in tile I/erizon
Direct Payment Option please read
and sign tile agreement on tl~e
revet~'e Mde of tlte payment form
below.
Please write in amount enclosed and send tht~, coupon with your check or money order in U$ fimcls to address below.
Telephone: 373
~* Customer Service: 1 80(~ 444-2222
Summary of Charges
Previous Charges ' - .....................
Payments through 03/16/03 ......................
Balance Forward .........................................
Current Charges .........................................
Total Amount Due ................................
March 17, 2003
Page I of 5
$1.20 -
$.00
$1.20
$87~90
MCI'
MCI· Personal 800 Number, your
800 number, brings your family
home. Give your 800 number to
children away at college or use it
to call home when you're
traveling. No surcharges (except
from payphones), no need for
coins or calling cards and no
reason to oa~ oollectl Enjoy
peace of mind knowing your
loved ones can alweys reach
you at home.
Payment Due Date .............................
04/07/03
....... · ........................... nt~ 2E2592
........................ 003 MCI Accou
_Statement..Dat~e:_. ,M_ar~cl~ 1,)7rtn2~( Balance Due: $89.10
Haymen! uue L,,~: ~1~,, -,
t~cate
O Moving? Check here and see .amountpaldl J
reverse side.
j.,jJj,.,J,,JJ,,J.JJ,.JJJ,.J.J,J,eJ.,JJ,JJ.,J,.J,,,,JJJ
#BWNBMMR *****0009-000-001718 MB1 .309
#2E259278UC000004~ 008 *P049'50'01'*
KINTEC
JAN KINLEY
PO BOX 883
MOUNTWOLF, PA 17347-0883
:Please make check or money _o~_~ ~r_
pAy.~! F. TO MCI. DO HOT SEND GA~H.,
Return this fc~Tn wtth your payment.
MAILTO:
1,1,,111,,.,i,11,,I.1,1.11,,11,,,,I,1,1,1-,I,1,1,1,,1.,,11
MCI COMM SERVICE
POST OFFICE BOX 856059
LOUISVILLE, KY 40285-6059
I1,1,1,,!11,,111111,,11,,I,Iii,111,,11,1,1,1,1-11111,1,1,11,1
201677 02140205090207087 137125021 00008790 00008910
P^O~.6 OP' s
For ldlling
questions call
I gO0 5B3-6767
~, Telephone Number 717 862-1501 010409
I~'~ Account Number 35 2~0 2319232265 00
S~_atement Ending Feb 1, 2003
COMMUNICATIONS SERVICES VarTe¢ , 1010,811
B/ilin~ for VarTe~ Telecom
The fallowing charges appear on.you[ Verizon ~r as a service to VarTec Telecom.
Direct your ~lling questions to uae phone hum in the yellow border
of this page.
Direct !.}ialed Calls
Date
Dec27
Dec27
Dec 27
Dec 28
Dec28
Dec 28
D~ 28
~28
1o lan 1
1I J~ 2
12 lan 2
I3 1~ 3
~ ~aa 3
16 J~ 4
~ Jan 5
~ 5
19 Jan 5
20 lan 5
21
22 1~ 5
23 l~ 6
24 lan 6
25 Jan 6
27 J~ 7
28 1~ 8
29J~8
30 lan 8
3~ J~ 9
32 l~ 9
~3 l~ 9
3s ~
36~ 9
37 Jan 9
38 'Jan l0
39 Jan 10
Time Place c. ll~l
8:13 pm Keys
8:14 pm Mear3aancsbg
8:59 pm Mechancsbg
1:18 pm Mechancsbg
1:22 pm Carlisle
4:27 pm Me~hancsbg
4:31 pm Keys
9:03 pm Mechanesbg
4:28 pm Keys
7:29 pm Keys
9:10 am Harrisburg
9~2~an~ Harrisburg
8:28 am Carlisle
9:05 am Carlisle
Numl~r called Period Min.
FL 305 923-1140 Eve 10.0
PA 717 766-6064 Eve 45.0
PA 717 '39~!-~3 F_.va. I23.0
PA 717 766-6064 Night 10.0
PA 717 249-256I Night 10.O
PA 717 766-6064 Night I0.0
FL 305 923-1140 Night 10.0
PA 717 766-6064 Night 10.0
FL 305 923-1140 Day 10.0
FL 305 923-1140 Eve 10.0
PA 717 737-2922 Day 10.0
PA 717 243~6033 Day 10.0
PA 717 243-6033 Day 10.0 '
8:lTpm
7:57 am Mechancsbg
11~9 m Me~bg
4:42 pm M~bg
4:53 pm
8:41 pm M~h~bg
8:57 ~
9:51 pm
7:38 am M~n~bg
6:~ ~
&56 ~m M~h~bg
9:12 ~m M~mbg
9:36 ~m ~ie
7:55 '~m K~s
8:01 ~m
9:32 ~m M~bg
4:59 ~m H~sbu~
'8:0~ ~m ~flisle
8:21 ,m M~h~bg
8:26
10:31 ~m GI~ R~k
g:41
10:00 ~ K~s
3~9 ~m ~~bg
"YI7 766~064 Eve 21.0
PA 717 766~064 Nfght 30.0
PA '717 766-~064 Night lO:0
PA 717 766-6064 Night 10.0
PA 717 249-2561 Night I0.0
PA 717 766-6064 Eve 16.0
PA 717 249-2561 Eve 47.0
PA 717 766-6064 Eve 10.0
PA 717 766-6064 Night llkO
PA 717 249-2561 Eve 10.0
PA 717 795-1913 Eve 186.0
PA 717 766-6064 Eve 24.0
PA 717 249-2561 Eve 89.0
FL 305 923-1140 Eve 10.0
PA 717 249-2561 Eva 91.0
PA 71.7 766-6064 Eve 67.0
PA 717 975-0540 Day 24.0
PA 717 795-1913 Eve 10.0
~,p/~ 7-17:73~n9984 Eve I0.O
PA 717 249-2561 Eve 15.0
PA 717 766-6p64 Eve 10.0
PA 717 76~64 Eve 17.0
PA 717 235-9943 Eve 10.0
"~PA '-'~f7 7~X)~561 Eve I0.0
FL 305 923-11 40 Eve~ 10-0
PA 717 766-6064 Night 10.0
35 ~ 7178621501 010409 00 04 PA211*HBRDAI 000131~2 4P0000074156
.5O
2.25
6.15
.50
.50
.50
.50
.50
.50
.50
.50
.50
:50
~50
.50
.80
2.35
.50
.50
.50
9.30
1.20
4.45
.50
4.55
~5
1.20
.50
.75
.50
.85
.50
.50
.50
.50
Y AT&T Stat
ernent
F~bruary 12-March 11, 2003
#BWNCJFM
#09181584800014~ D 0085979AT10.292B432A93504"3DG
h,,llh,,h,lh,h,lh,,llh,,h,,Ih,,h,lhh,,h,lh,,,lll
P L ELY
PO BOX 773
MOUNT WOLF PA 17347-0773
AT&T
Customer ID: 717 766-6064
Page 1 of 4
Customer Service: 1 800 222-0300
Text Phone (TTY): I 800 833-3232
Internet Address: www. att.com
Previous balance ...................................................................... 5.05
Payments ................................................................................... 0.00
UNPAID BALANCE DUE UPON RECEIPT...~ ..................... $5.05
Current charges due Apr 5, 2003 ........................................ $0.00
Total amount due $5.05
Get your own personal 800
number with AT&T Easy Reach®
800 Service. Your family can call
hom& from anywhere in the U'S.
fast and easy!Conl~.-
PAGE 1 oF ~o
,~'o'-~t~t-1;q~n~;r-~-c~-- 35 2750 23~2073475 07
Statement End~.ag Jan 28, 2003
How to Reach Us
ACCOUNT SUMMARY
KINTEC
Please see
page 3 for
aH Verizon
numbers and
websites.
Previous charges
Amount of last bill
No payment received.
$ 267.05:
.00:
Amount past due
To avoid a 1.25% Late
Payment Charge being
added to your bill,
please pay by due date.
To enroll in the
Verizon Direct
Debit Payment
Option please
read and sign the
agreement on the
reverse side of
the payment form
below.
Current charges
Verizon basic charges $110.63:
MCI basic services 16.51
Other basic charges 18.21
Total current charges $145.35
A PORTION OF THE
TOTAL AMOUNT DUE
IS PAST DUE. DUE
DATE APPLIES TO
CURRENT CHARGES
ONLY.
K · Vi~t ~ website at: www~edzomcom
Send ·
Yes!
I want to be a
Literacy Champion.
Sign me up for a $1
monthly donation to
Verizon Reads.
Change of
address form
on back.
Detach and return with your check payable to Verizon. am-}taaoA~
3~-PA 2/50
TELEPHONE NUMBER 717 266-5373 7172665373 19911018
ACCOUNT NUMBER 35 2750 2362073475 07
,412. s
PN0128-.2.5~.14478 1 AV 0.278
KINTEC
PO BOX 883
MT WOLF PA 173&-7-0883
I,,,III.,I,,II,,I,,II,.,III,,,L,I,I,,I",B,I-I-,II,I-I,I
h,,ill!,,,,h,lh,,ll, Od
Vermon Nortlt
P.O. Box 920041
Dallas, TX
75392-0041
35 2750 2362073475 07NO. DO.O00267§5 OOROO0ql2qO 04
PAOE10.F S
How to Reach Us
Please see
page 3 for
ail Yerizon
numbers and
websites.
To enroll in the
Verizon Direct
Debit Payment
Ootion please
read and sign the
agreement on the
reverse side of
the payment form
below.
Account Number
Statement Ending
ACCOUNT SUMMARY
Previous charges
Amount of last bill
_P_ayment received on Jan 31.
35 27~0 2362073475 07
~ I Feb 28, 2003
KIN~?EC
Amount past due
$ 412.40
CR 267.0~,
$14535
To avoid a 1.25% Late
Payment Charge being
added to your bill,
please pay by due date.
Current cha~es
Verizon b~c charges $121.6~
Other basic charges 6.1'1
Total current charges $127.77
A PORTION OF THE
TOTAL AMOUNT DUE
IS PAST DUE. DUE
DATE APPLIES TO
CURRENT CHARGES
ONLY.
K · Visit our wel~site at: www.verizon.com i
~ {~01~2~9 3PO~O~g799 i
Send · Detach and return with your check payable to Verizom 210°HBRDA!
~-~ Yes/
] want to bea
LReracy Champion.
Sign me up for a $ I
monthly donation to
Verizon Reads.
Change of
address form
on back.
an.pA 2750
71T266~73 19911018
TELEPHONE NUMBER 717 266-5373
ACCOUNT NUMBER 35 2750 2362073475 ~07
pN0O.2g:2-~I.I4Z59 I AV 0~78
KINTEC
PO BOX 883
NT ~OLF PA 17347-0883
h,,llh.l,,ll.h,ll.,llh. I,.I,h,h-lhh,l-,Ihh,l,I
I,,hllh.h,,ll,,h,,ihl
Verizon North
P.O. Box 920041
Dallas, TX
75392-0041
35
2750
2362073475
07N00000014535 00[100027312 08
PAGE I OF 12
How to Reach Us
Please see
page $ for
all [lerizon
numbers and'
websites.
To enroll in the
Verizon Direct
Debit Payment
Option please
read and sign the
agreement on the
reverse side of
the payment form
below.
Account Number
Statement Ending
ACCOUNT SUMMARY
Previous charges
Amount of last bill
No payment received.
Amount past due
Current charges
Verizon basic charges
Verizon local toll charges
Other communications charges
Total current charges
35 2200 2319232265 00
! Mar 22, 2003
ED~/ARD KINLEY
286.75~
.0C~
286-7l
$ 31.62
4.28
208.90
To avoid a 1.25% Late
Payment Charge being
added to your bill,
please pay by due date.
A PORTION OF THE
TOTAL AMOUNT DUE
IS PAST DUE. DUE
DATE APPLIES TO
CURRENT CiiARGES
ONLY.
~-~- NiC'~'~NAVisit our website at: www.verizon.com ..
---- .... -------- ....... -- ....
Detach and return with your check payable to Verizon. ,,
~$-PA 2200
TELEPHONE NUMBER NON-PUBLISHED
ACCOUNT NUMBER 35 2200 2319232265 00
I want to be a
Literacy Champion.
Sign me up for a $1
monthly donation to
~erizon Reads.
Change of
address form
on back.
PN03~2:4.100.33408 i AT 0..292 04/01/03
EDWARD KINLEY
POBOX 883
HT WOLF PA 17347-0883
h.llh,,I,,Ih,l,,ll,,,llh,,i,,I,l,,I,,,ll,h,l,,,Ihh,l,I
h,,Ih,,ih,,illl.,,h. II
Verizon North
P.O. Box 920041
Dallas, TX
75392-0041
35
2200
2319232265
OON0flO00028675 00000053155
10
How to Reach Us
Please see
page 3 for
all Verizon
numbers and
websites.
To enroll in the
Verizon Direct
Debit Payment
Option please
read and sign the
agreement on the
reverse side of
the payment form
below.
CONSUMER
A1.ER~.
Check your bill this
mouth for a new
service provider.
~x~unt Number 35 27511 23~zut~ta ut
Statement F. nding ! Mar 28, 2003
KINTEC
ACCOUNT SUMMARY
$ 273. i2
.00
$ 273.1z
Previous ~arges
:awaount of last bill
No payment received.
Amount past due
To avoid a 1.25% Late
Payment Charge being
added to your bill,
please pay by due date.
Cia ,~iit
Verizon basic charges $ 155.50
Other basic charges 11.83
Total ~Lrrent charges $167.33
A PORTION OF TIlE
TOTAL AMOUNT DUE
IS PAST DUE. DUE
DArrE APPLIES TO
CURRENT CHARGES
ONLY.
K · Visit our webzite at: www.v.er~n_ ~com- ..
~_ee~ ....... __ .... __ ..... __..__ ...... ~ ..... -----------------
Send · Detach and return with your check payable to Verizoh.
' 000063.10 3P00~003S841
3.~-PA 2750
7172~65373 1~9]1018
Tm.EPHONP. NV MBER 717 266-5373
ACCOUNT NUMB~.R 35 2750 2362073475 07
~-~ Yes!
I want to be a
Literacy Champion.
Sign me up for a ~ 1
monthly donation to
Verizon Reads.
Change of
address form
on back.
Apr 1'6, 2003 I $ 440.45
Amount Paid
PN0328:l.ig.631fl i AV fl.27~
KINTE£
PO BOX 883
MT ~OLF PA 17367-0883
l,,,lll,,,I,,ll,,I,,ll,,,lll,,,I,,I,l,.I,,,li,l,,h,,Ihi,,hl
h,,Ih,,lilh,,,Ih,.hll
Veriz0n North
P.O. Box 920041
Dallas, TX
75392-00~1
PPL Electric
Utilities
Electric
Service
For:
P~Y ELY
41 ASHBURO DR STE 14
MECHANICSBURG PA 17055
Final Bill
Questions about
this bill? Please
contact us bv May 14
at 1-800-34~-57'/5
or write to:
Customer Service
827 Hausman Rd.
Allentown, PA
1810,4-9392
wWW.pplweb.com
Electric
%.o ~- Page 1
ppl
Summary Page
B',dance as of Apr 23, 2003 ~
Char~es:
T°tai°PPL ELECTRIC UTILITIES Gharges
Total Charges
Account Balance
KWH - Average Per Day ~
$ 0.00
$ 25.56
$ 25.56
$25.56
Use 42 _~eter Reading Information
~leter//59047555
This graph Shows 35 ] ,la-or 23 Actual
your electric use ~ h/tar 22 Actual ,413
over lhe last 13 28 L~2 Days ~ 195
months.
_Types of 21 Agerage - Apr 2002
2~mpemmre 50F 2003
M6ter Readings: 14 KWH Per Day 18 48F
! 7
Actual / 2 Yiarly Use: Total Averal~e
Estimated ~ _lV!a~y 2001- Apr 2002 Use Mon~hS]6Y
5829
Customer [~ Mly 2002 - A~or 2003 6799 567
AMJ JASONDJ FMA
2002 Months 2003
Peggy L. Ely, Estate of
c/o Michelle D. Krepps
P.O. Box 773
Mt. Wolf.. PA 17347-0773
Estate Planning
Gates, Halbruner & Hatch, P. ~
1013 Mumma Road
Suite #100
Lemoyne. PA 17043
(7 ! 7) 248-6909
Federal I.D. #30-0000518
INVOICE
Invoice Date March 26. 2003
Period Ending March 26. 2003
Invoice No. 23437
PAYMENT DUE UPON RECEIPT OF STATEMENT
All overdue accounts will be assessed finance charges of 1.5% per month.
We now accept the following credit cards for payment: American Ex, press, Discover, Mastercard & Visa.
Professional Fees
12/20/2002 MEH
12/31/2002 MEH
1/2/2003 MEH
1/7/2003 MEH
1/8/2003 MEH
1/21/2003 MEH
2/19/2003 MEH
2/21/2003 MEH
2/24/2003 MEH
3/3/2003 MEH
3/7/2003 MEH
3/12/2003 MEH
3/17/2003 MEH
TELEPHONE CALL FROM MICHELE KREPPS RE: ALINT0.20 (a3~ 150.00/hr
PEGGY ELY.
DRAFTED NEW WILL AND POWER OF ATTORNEY PER1.00 ~, 150.00/hr
INSTRUCTIONS FROM MICHELE KREPPS. LEFT
TELEPHONE MESSAGE WITH MICHELE KREPPS.
TELEPHONE CALL FROM MICHELE KREPPS. 0.30 ~ 150.00Par
CORRESPONDENCE TO MICHELE KREPPS.
TELEPHONE CALL FROM MICHELE KREPPS. 0.20 (,~. 150.00/hr
TELEPHONE CALL FROM MICHELE KREPPS. 0.20 ~ 150.00/hr
TELEPHONE CALL FROM MICHELE KREPPS. 0.20 ~ 150.00/hr
TELEPHONE CALL FROM MICHELE KREPPS. 0.20 ~ 150.00/hr
OFFICE CONFERENCE WITH MICHELE KREPPS. 1.50 (a3~ 150.00/hr
TELEPHONE CALL FROM MICHELE KREPPS. 0.20 (~ 150.00/hr
TELEPHONE CALL FROM MICHELE KREPPS. 1.00 (~ 150.00/hr
TELEPHONE CALL TO VERIZON BENEFITS. FAX
CORRESPONDENCE TO VERIZON BENEFITS. LEFT VOICE
MAIL FOR MICHELE KREPPS.
TELEPHONE CALLS FROM MICHELE KREPPS. FAX TO 0.40 ~ 150.00/hr
VERIZON BENEFITS.
TELEPHONE CALL FROM MICHELE KREPPS. 0.20 ~ 150.00/hr
DRAFTED ALTERNATIVE VERSIONS OF IRREVOCABL]i.00 ~ 150.00/hr
30.00
150.00
45.00
30.00
30.00
30.00
30.00
225.00
30.00
150.00
60.00
30.00
600.00
Estate Planning
Gates, Halbruner & Hatch, P.C.
3/20/2003 MEH
Page:
TRUST. PREPARED IRS FORM SS-4 (APPLICATION FOR
FEDERAL TAX ID NUMBER FOR TRUST). OFFICE
CONFERENCE WITH MICHELE KREPPS. TELEPHONE
CALL TO IRS. TELEPHONE CALL WITH TIM ENGLE OF
LEGG MASON RE: TRANSFERRING STOCK TO TRUST.
REVIEWED E-MAIL FROM MICHELE KREPPS.
3/17/2003 TLS RESEARCHED BELL ATLANTIC STOCK HISTORY AND0.60 ~. 95.00/hr 57.00
CUSIP: SEARCHED VERIZON WEBSITE FOR DATE OF
MERGER. SHAREHOLDER SERVICES AND CURRENT
VALUE.
REVIEWED AND RESPONDED TO E-MAIL FROM 0.20 (~ 150.00/hr
MICHELE KREPPS. RECEIVED PHONE MESSAGE FROM
MICHELE KREPPS. COPIED VERIZON LIFE INSURANCE
BENEFICIARY DESIGNATION. REVIEWED LEASE
AGREEMENT. DRAFTED MEMO TO MICHELE KREPPS.
OFFICE CONFERENCE WITH MICHELE KREPPS. 0.20 ~ 150.00/hr
REVIEWED AND ORGANIZED FILE. MEMO TO 0.70 ~ 150.00/hr
PARALEGAL WITH HISTORY AND INFORMATION
NEEDED TO BEGIN ESTATE ADMINISTRATION.
30.00
3/21/2003 MEH 30.00
3/24/2003 MEH 105.00
Sub-total Fees: 1,662.00
Expenses
1/3/2003 POSTAGE. 2.21
3/3/2003 LONG DISTANCE - FAX. 0.39
3/3/2003 LONG DISTANCE - FAX. 0.52
Subqotal Expenses: 3.12
Total Current Billing: .1,665.12
Previous BalanCe Due: ~
Total Now Du~_.~._ 1,665.~
Current Over 30 Over 60 Over 90
1.665.12 0.00 0.00 0.00
PL~E~SE VISIT OUR WEBSITE AT WWW. GATESLAWFIRM.COM ~/~N''~
B&G Storage
7071 Carlisle Pike
Carlisle, PA 17013
(717) 691-9615
Statement
DATE
4/11/2003
TO:
Michelle Krepps
P 0 Box 773
Mt. Wolf, PA 17347
AMOUNT DUE AMOUNT ENC.
$-50.35
DATE TRANSACTION AMOUNT BALANCE
03/31/2003 Balance forward 76.69
04/01/2003 PMT #2771 - 031303 -76.69 0.00
04/01/2003 INV #3697 50.35 50.35
04/11/2003 PMT #2783 - 040103 - April & May -100.70 -50.35
CURRENT 1-30 DAYS PAST 31-60 DAYS PAST 61-90 DAYS PAST OVER 90 DAYS PAST
DUE DUE DUE DUE AMOUNT DUE
-50.35 0.00 0.00 0.00 0.00 $-50.35
oucUNIAL ~nn MART
4345 NORTH
STATION ~0000003
b,J~ OMER
03/22/03 10:13:11
d.Lor. ~ 2
9. 378 GAL
FUEL SALE
CASH
$15.00
$1§,00
24
THANK YOU
PLEASE COME BACK
WAb,MART'
ALWAYS LOW PRICES.
WE SELL. FOR .ESS %-
HRNASER ROBER[ 'FRANK
( 717 ) 691 '.-. 3150, .
STI 1886 OPI 00004026 llla 02 TRt 03319
CAT LITTER 00787424896 3,97 J
FRISKIES 0050000015,q7 - 3.16J
EV LT TUNA 007874243534 F 0,50 O
GV LT TUNA 007874243334 F 0,50 O
SUBTOTAL 8.13
TAX 1 6.000 X 0.41_.
TOTAL .~
CASH TEND
CHRNBE DUE 11.50
# ITEMS SOLO
Tgl 5898 9736 9690 6032 8733
Hll llllllllllllll[llllltll]lllllll {11111 lll[l[ll
WAL-MART HAS HONEY Ofq'.~ERS FOR .46
03/23/03 1~:53:40
SLINOC:O 760400
SUHOCO A-PLUS
C:O'"OP #2604
HECH-BIJRG PA 1..'U.~,
03/P_8/03 14:41
PUHP 7 UNL REG
GALLONS 7. 669
8 $1.499/GAL
FUEL $I 1.50
PREPAID $80. OO
TOTAL $-8.50
CASH $-8.~,[ = ~
TL/NOTAX $-8.50
TAX PD $0.00
REFUND $8.50
RECEIPT NO, 8-4446
WELCOME TO
RUTTER'S FARH STORE
2600 DELTA ROAD
BROGUE PA
717-927-9966
1D42074482-001
Descr. qty ar~unt
UNLD CA ~07%800G 12.00
8 1.539/G
Db Total 12.00
Tax 0.00
TOTAL 12. aa
CASH $ 50.00
Change $ -~].00
THANKS,COME AGAIN
RED 0002 CSH~ 005 DR~ O1 TRAN~ 21801
0.~/50/05 15:16:10 STII 24
WAL'MART
ALWAYS LOW PRICES.
WE SELL FOR LESS
MANAGER ROBERT FRANK
( 717 ) 691 - 3150
ST# 1886 DP# 0000q160 TE# 06 TR# 09083
PADLOCK
003920895539 2.47 J
SUBTOTAL 2.47
TAX 1 6.000 X 0.15
TOTAL 2.62
CASH TEND 3 oo
CHANGE DUE 0.38
# I TEHS SOLD 1
TO# 9415 1221 1016 9526 6352
WRL-MRRT HAS HONEY ORDERS FOR ,46
03/28/03 10: 30:19
THANK YOLI
PLEASE CONE AGAIN
03/17/03
03/17/03
R5417155
R5419158
COPAT
COPAY
III
ROCEPHIN (CEFTRIAXONE) IM USE 1GM VIAL 3
DAYS SUPPLY: 3 NDC: 00004-1964-01
BACT WATER FOR INJECTION VIAL 30
DAYS SUPPLY: 3 NDC: 00074-3?77-03
SUBTOTAL IV
SUBTOTAL CHARGES
135.40
8.96
138.36
138.36
O. O0
Curren!
138. 36
New Chargesj. 3~. ~.- Finance
Charges Payments
O. O0
O. O0
Over 30O. O0 Over 60
0. O0
Over 90 Days
0. 00
uK. CLEM ~It, C~ELLi
PHARMACY NABF': 3?72634
FOR PATIENT ' ELi'., PEGGY
CUSTOMER TYPE: PRIVATE
ACCT STATUS :
NeighborCare
115 1311
OFFICE HOUR'S: MOWDAY --FRIDAY 8:30 AM - 5:00 PM EST
PHONE: 888-565-670~
AMOUNT DUE '
Returned checks are subject to a
minimum $15.00 processing fee.
T !"IT Ai,..
']41' i;',(
5'550
Register of Wills C~mberland County, Pennsylvania
I'NVENTORY
Estate of Peggy L. Ely No. 21-03-0320
also known as Date of Death March ] 8, 2003
· Deceased Social Security No. 164-30-3521
RW-8
Personal Representative(s) of the above Estate, deceased, verify that the items appearing in the following inventory include ail
of the personal assets wherever situate and ell of the reel estate in the Commonwealth of Pennsylvania of said 0ecedent, that
the valuation placed opposite each item of said Inventory represents its fair value as of the date of the Decedent's death, and
that Decedent owned no real estate outside of the Commonwealth of Pennsylvania except that which appears in a memorandum
at the end of this inventory, i/We verify that the statements made in this Inventory are true and correct. I/We understand that
false statements herein are made subject to the penalties of 18 Pa. C.S. Section 4904 relating to unsworn falsification to
authorities.
Gates, Halbruner & Hatch, P.C. Personal Representative:
Nameof MarkE. Halbruner, Esq. I~X~,~xsok,~ ,~ YiJ~op.J~ _
Attorney:
PA #66737 ' ' M]cnele Jo. Krepps~, 'Aam]nistratrix CTA
I.D. No.:
1013 Mumma Road, Suite 100 Deted December q 2,003
Address:
Lemoyne, PA 17043
Telephone:
(717) 731-9600
Description
1. 47 Shares Comcast @28.11/share
Value
1,321.54
Total: $ 1,321.54
(Attach Additional Sheets if necessary)
NOTE: The Memorandum of real estate outside the Commonwealth of Pennsylvania may. at the election of the personal representative, include
the value of each item, but such figures should not be extended into the total of the inventory.
PLEASE FILE THIS REPORT WITHIN TWO YEARS OF DATE OF DEATH REGARDLESS OF
THE STATUS OF THE ESTATE. IF ESTATE IS NOT COMPLETED, FILE FORM 6.12 YEARLY
UNTIL COMPLETION.
Name of Decedent:
Date of Death:
Will No.:
STATUS REPORT UNDER RULE 6.12
Peggy L. Ely
March 18, 2003
21-2003-320
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
If the answer is No, state when the personal representative reasonably believes that the
administration will be complete: N/A
If the answer to No. 1 is yes, state the following:
A. Did the personal representative file a final account with the court? No
Bo
The separate Orphans' Court No. (if any) for the personal representative's
account is: None
Co
Did the personal representative state an account informally to the parties in
interest? Yes
Copies of receipts, releases, joinders and approvals of formal or informal
accounts may be filed with the Clerk of Orphans' Court and may be attached to
this report.
Date: February 3, 2004
Mark E. Hall~runer, Esquire
PA I.D. # 66737
GATES, HALBRUNER & HATCH, P.C.
1013 Mumma Road, Suite 100
Lemoyne, PA 17043
(717) 731-9600
Capacity: Counsel for Personal Representative
BUREAU OF ZNDZVZDUAL TAXES
:[NHERTTANCE TAX DZVTSZON
DEPT. 280601
HARRZSBURG, PA 17128-0601
MARK E HALBRUNER
GATES ETAL
1015 MUMMA RD STE 100
LEMOYNE PA 170q$
COMMONWEALTH OF PENNSYLVANZA
DEPARTMENT OF REVENUE
NOTZCE OF ZNHERZTANCE TAX
APPRAZSEMENT, ALLONANCE OR DZSALLONANCE
OF DEDUCTZONS AND ASSESSMENT OF TAX
DATE OZ-OZ-200q
ESTATE OF ELY
DATE OF DEATH 05-18-Z005
FZLE NUMBER 21 05-0520
COUNTY CUHBERLAND
ACN 101
I Aaoun~ ReaL,ted
RE¥-15,~? EX AFP (01-03)
PEGGY L
HAKE CHECK PAYABLE AND REH'rT PAYHENT TO:
REGTSTER OF Wl'LLS
CUHBERLAND CO COURT HOUSE
CARLTSLE, PA 1701:5
CUT ALONG THZS LZNE ~ RETAZN LOWER PORTZON FOR YOUR RECORDS ~
REV-1547 EX AFP (01-03) NOT]:CE OF ZNHERZTANCE TAX APPRAZSEHENT, ALLOWANCE OR
DZSALLOWANCE OF DEDUCTZONS AND ASSESSMENT OF TAX
ESTATE OF ELY PEGGY L FZLE NO. 21 05-0520 ACN 101 DATE 02-02-200q
TAX RETURN NAS: (X) ACCEPTED AS F/LED ( ) CHANGED
RESERVATZON CONCERNTNG FUTURE ]:NTEREST - SEE REVERSF
APPRAZSED VALUE OF RETURN BASED ON: ORZGZNAL RETURN
1. Real Estate (Schedule A) (1)
2. Stocks and Bonds (Schedule B)
3. Closely Held Stock/Partnership Zntarast (Schedule C}
q. Hortgagas/Notes ReceAveble (Schedule D) (q)
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5)
6. Jointly Owned Property (Schedule F) (6)
7. Transfers (Schedule G) (7)
B. Total Assets
APPROVED DEDUCTZONS AND EXEMPTZONS:
9. Funeral Expanses/Ada. Costs/Misc. Expanses (Schedule H) (9)
10. Debts/Hortgaga Liabilities/Liens (Schedule Z) (10)
11. Total Deductions
.00
lz321.5~
.00
.00
.00
.O0
22~089.08
(B)
17,377.81
2a$17.52
(11) _
12.
13.
1~.
NOTE:
Net Value of Tax Return (12)
Charitable/Governmental Bequests; Non-elected 911:5 Trusts (Schedule J) (13)
Nat Value of Estate Sub,~ect to Tax
Zf an assessment Nas issued previously, 11nes 14, 15 and/or 16, 17,
ASSESSMENT OF TAX:
15. Aaount of Line 1~ at Spousal rata (15)
16. Aaount of L/ne lq taxable a~ Lineal/CZass A rata (16)
17. Aaount of Line 1~ at SibZing rata (17)
18. Aaount of L/ne lq taxable at Collataral/CZass B rata (18)
19. Principal Tax Due
reflect f/gures that lnclude the total of ALL returns assessed to date.
RECE].PT
NUHBER
CD0035~0
D/SCOUNT (+J
ZNTEREST/PEN PAZD (-)
.O0
TAX CREDZTS:
PAYMENT
DATE
12-09-2005
· O0 X O0 =
. O0 X 0~5 =
· O0 X 12 =
3,715.28 X 15 =
(19)=
AMOUNT PAZD
557.29
ZF PAZD AFTER DATE ZNDZCATED, SEE REVERSE
FOR CALCULATZON OF ADDZTZONAL ZNTEREST.
NOTE: To lnsure proper
credit to your account,
submit the upper port/on
of this fora with your
tax payment.
25,q10.62
TO¥AL TAX CREDZT
BALANCE OF TAX DUE
ZNTEREST AND PEN.
TOTAL DUE
]9.&95.33
3,715.29
.00
3,715.29
( ZF TOTAL DUE ZS LESS THAN $1, NO PAYMENT ZS RE~UZRED.
ZF TOTAL DUE 1S REFLECTED AS A "CRED/T" (CR), YOU NAY BE DUE_~c~
A REFUND. SEE REVERSE S~DE OF THIS FORM FOR ZNSTRUCTIONS,)'~)/
557.29
.00
.00
.00
.00
.00
.00
557.29
557.29
18 and 19 Nill
RESERVATION:
Estates of decedents dying on or before December 12, 1982 -- if any future interest in the estate is transferred
in possession or enjoyment to Class B (ceXlateral) beneficiaries of tho decedent after the expiration of any estate for
life or for years, the Commonwealth hereby expressly reserves the right to appraise and assess transfer inheritance Taxes
at the lawful Class B (collataral) rate on any such future interest.
PURPOSE OF
NOT[CE:
PAYHENT:
REFUND (CR):
OBJECTIONS:
ADHIN-
ISTRATIVE
CORRECT[OHS:
D/SCOUNT:
PENALTY:
INTEREST:
To fulfill the requirements of Section ZI~O of the Inheritance and Estate Tax Act, Act 23 of 2000. (72 P.S.
Section 91~0).
Detach the top portion of this Notice and submit with your payment to the Register of Nills printed on the reverse side.
--Hake check or money order payable to: REGISTER OF NXLLS, AGENT
A refund of a tax credit, which wes not requested on the Tax Return, may be requested by completing an "Application
for Refund of Pennsylvania Inheritance and Estate Tax" (REV-1513). Applications are available at the Office
of the Register of NilXs, any of the Z3 Revenue District Offices, or by calling the specie1 Z~-hour
answering service for forms ordering: 1-600-362-Z050; services for taxpayers with special hearing and / or
speaking needs: 1-800-~7-30Z0 (TT only).
Any party in interest not satisfied with the appraisement, allowance, or disallowance of deductions, or assessment
of tax (including discount or interest) as shown on this Notice must object mithin sixty (60) days of receipt of
this Notice by:
--written protest to the PA Department of Revenue, Board of Appeals, Dept. Z810Z1, Harrisburg, PA 171ZB-lOZ1, OR
--election to have the matter determined at audit of the account of the personaX representative, OR
--appeal to the Orphans' Court.
Factual errors discovered on this assessment should be addressed in writing to: PA Department of Revenue,
Bureau of Individual Taxes, ATTN: Post Assessment Review Unit, Dept. Z80601, Harrisburg, PA 171Z8-0601
Phone (717) 787-6505. Sam page S of the booklet "Instructions for Inheritance Tax Return for a Resident
Decedent" (REV-IS01) for an explanation of administratively correctable errors.
[f any tax due is paid within three (5) calendar months after the decedent's death, a five percent (SI) discount of
the tax paid is allowed.
The 15X tax amnesty non-participation penalty is computed on the total of the tax and interest assessed, and not
paid before January 18, 1996, the first day after the 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.
[ntarast is charged beginning with first day of delinquency, or nine (9) months and one (1) day from the date of
death, to the date of payment. Taxes which became delinquent before January 1, 1982 bear interest at the rate of
six (BI) percent per annum calculated at a daily rate of .00016~. All taxes which became delinquent on and after
January 1, Z98Z wi1! bear interest at a rate which will vary from calendar year to calendar year with that rate
announced by the PA Department of Revenue. The applicable interest rates for 198Z through 2003 are:
Interest Daily Interest Daily Interest Daily
Year Rate Factor Yea.~r Rate Factor Yea.~r Rate Factor
1982 207. . O00Si8 1987 97. .0002~7 1999 77. . O00192
1983 167. .000438 1988-1991 117. .000501 ZOO0 87. .ODOZ19
1981 11Z . 000501 199Z 9Z . 000Z47 ZOO1 9Z . O00Z~7
1985 15Z .000556 1993-199~ 7Z .00019Z ZOOZ 6Z . 00016~
1986 IOZ .000274 1995-1998 97. . O00Z~7 2003 57. .000157
--Interest is calculated as follows:
INTEREST = BALANCE OF TAX UNPAID X NUNBER OF DAYS DELIN{)UENT X DALLY INTEREST FACTOR
--Any Notice issued after the tax becomes delinquent will reflect an interest calculation to fifteen (15) days
beyond the date of the assessment. If payment is made after the interest computation date shown on the
Notice, additional interest must be calculated.