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HomeMy WebLinkAbout02-0900 Estate of Elizabeth C. Ander=n also known as Elizabeth C. Bentley PETITION FOR PROBATE and GRANT OF LETTERS ;)I-(J~- 9DD No. To: Register of Wills for the Deceased. County of Currberland in the Social Security No. 200-36-1450 Commonwealth of Pennsylvania The petition of the undersigned respectfully represents that: Your petitioner(s), who is/are 18 years of age or older an the execut rix in the last will of the above decedent, dated JlU1e 30 and codicil(s) dated N/A named ,19-EL (state relevant circumstances, e.g. renunciation, death of executor, etc.) Decendent was domiciled at death in Cunberland County, Pennsylvania, with h last family or principal residence at 838 Facto~ Stref>t, No.6. ('Rrli<:lp Pennsylvania 17013 . (list street, number and muncipality) Decendent, then 90 years of age, died August 4 ,~2002 , at C'Rrlislp- ~innrIl rvPni~;:!l ('pnh:::r.r . Except as follows, decedent did not marry, was not divorced and did not have a child born or adopted after execution of the will offered for probate; was not the victim of a killing and was never adjudicated incompetent: N/A ," Decendent at death owned property with estimated values as follows: (If domiciled in Pa.) All personal property (If not domiciled in Pa.) Personal property in Pennsylvania (If not domiciled in Pa.) Personal property in County Value of real estate in Pennsylvania situated as follows: None $ 134,000.00 $ $ $ 0.00 WHEREFORE, petitioner(s) respectfully request(s) the probate of the last will and codicil(s) presented herewith and the grant of letters testBl11PntRry (testamentary; administration c.t.a.; administration d.b.D.c.t.a.) theron. 'i- u = u ~3 u" "'~ -g.g CU';:: 3~ u~ SO " = ., <ii s:;r::Je-~~rk8. ~ 2219 Calle Maroarita San Dimas. ('B1ifnrni" 9177, OATH OF PERSONAL REPRESENTATIVE COMMONWEALTH OF PENNSYLVANIA "1 ss COUNTY OF Currberland ]" The petitioner(s) above-named swear(s) or affirm(s) that the statements in the foregoing petition are true and correct to the best of the knowledge and belief of petitioner(s) and that as personal represen- tative(s) of the above decedent petitioner(s) will well and truly administer the estate according to law. Sworn to or affirmed and subscribed I .5Iu_~ ~_...... $. ~..~ '" befo e, is 1 "I" day of SUzanne Il". Clark . 00' OC ~I 2002 2215 ('R11" M;or~rit" ~ San Dimas. ('l'Lhfomia 91173 ~ Thomas W. upervJ.sJ.ng Ju fiR .,..., Los Angeles uper or Court - Proba e-~&r nt ~ County of Los Angeles I State of California / 7- 9;;;7- II No. 21-2002-900 Estate of Elizabeth C. Anderson i'lki'l . Deceased Elizabeth C. Bentley DECREE OF PROBATE AND GRANT OF LETTERS AND NOW October 7th NlC 2004 in consideration of the petition on the reverse side hereof, satisfactory proof having been presented before me, IT IS DECREED that the instrument(s) dated June 30, 1986 described therein be admitted to probate and filed of record as the last will of 1':1 i 7.i'lhPt-h r.. Jl.nnpr=n. aka Elizabeth C. Aentl~ and Letters Test.a:nentarv are hereby granted to Suzanne B. Clark FEES Probate, Letters, Etc. ......... $ 235.00 Short Certificates(6) .......... $ 18.00 Renunciation ................ $ x-Pages (7) $ 21.00 JCP TOTAL $ 5.00 Oct"'" ...'" 0 -$ ,/,(,:1.00 Filed .., 9>-'X1;". 7........:?O 2................. ~ <J1d J;n IYffiJ / aLlJf,//-j; /-U/ Register of Wills ~ ~ Donna M. otto, 1st Deputy . -r ;1 Mark I. Slotkin, Esquire ID#17763 ATTORNEY (Sup. Ct. I.D. No.) <ile ecmrerce Square, 24th Floor, 2005 Market ~s Philadelphia, Pennsylvania 19107 215-665-3501 PHONE d MAIL LEITERS 'ill ATIORNEY (XII 10-7-2002 (1\0)&:.11 lZoV'))86 This is to certify that the information here given is correctly copied from an original certificate of death duly filed with me as Local Registrar. The original cerrificate will he forwarded ro the State Vital Records Office for permanent filing. WARNING: It is illegal to duplicate this copy by photostat or photograph. No. /IIIII/mw"" l"f~\'\\ OF pl;f-~-..... ",,#~';-J),'- i~~.. "'''''''.- <;2, ,~. .~. \",' 1 "ll ... '"'I I:l:C... "oo' ,-" \.c,..)~ :~'i- !:bo~ '*~. -., ~~;I*, \~. ~~.- - ~~l "'"-:. -fp --<\\."r,ll ... - ;,'!MEN1 \\\: ~lll'" ""'''''''''''''''1111111 llu-~~~~~~ Fee for this certificate, $2.00 P 8607525 AUG 8 2002 Date H'05.I~Aw,2J17 COMMONWEALTH OF PENNSYLVA.NIA. DEPARTMENT OF HEALTH. VITAL RECORDS CERTIFICATE OF DEATH "' STln,u:_~ ,.,. .. NAME OF DEa.D1tNf (1-.... .--. ~'-I '" own home UlTHfILt.CE\CIy_ S1PorrQl'"9"~ Lew~s"ton 1. ne FACIlITYNAMEp....._.9"'l......nG_. ~arlisle Regional Medi8~~ter ,.., wP.$~!'llEVEf\," OECEDEN'rSlE~ U.S....,.NEO~S1 1 _O""~ 1~ (Hor$~1 1 11..sw. ennsy Vanla DId 'h.O-._....... - -.. -' ,. t=- PLACEOiFOERlfICtoec/l........"...-_.......-on....._ SOC\~SEC~_I} . 200 _ )0_ OREOf'OEAl"H,....,...,.O""_1 1450 < Au ust 4,2002 I. I A AGEtL.-~ c: TI-f C-. P"J Ul'tOERIY(AIl: - Oop "-soW UMD(f\1tw -,-- _fll.._o ~o 90 v... ~ CQJHT'YOiFDER)l Cumberland Carlisle ~\ """ "' _d_k"'-~ 'lfl'>"aU"Wfre-' IUNOOFIUSlHE White ................ 1I-.1IM_........ , . OKEDEHf"SIlWUM1ADOAlS8c;rr.r,QyII'oooon.s..,z;p~ OEIf'I'S """" 8)8 Factory st. ~o 6 ~~ '" Carlisle, Pa. 17013 "'*~ MnlER'IINANEIF.....,r'lon W. Chandler 'L WOflI<W<<'S.MANE(typwPrirI'l Suzanne B. Clark _. .P. Cumberland Carlisle - . 1NF0RMAHT'1I1lWU1<<1 ~O "'--_5tMeO .,,<"". ._- ., ..."" /IIIf)'-IIl, 98 b <{(o)--_ 1O:0E~...."t!:L. 2<1. t r: I S" .do"'! 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Ont/lelNalll~..~an&'orl_.IIptiGn,I/I'"'."foft....lllhIlCClUfUM"'-''''''-.4a1.,anclpl.u;.t4du.tolllec.....{.I.rill -........,.................,....................................................................,........ ,~. FIEOISTRAA:S-SlCl!UruM.MfC> tll. ~eu.~ 16l, I "'" \ .01 .. ~MDTlTUOFa;f1TIFIfR 0)1. Ad. UCENS&PfUM9EIl 0Jn._'*O~.~~ P!J31 &" 1 ~. /lNDADPAESSl>>"1'EA5ONt'WHOCXJWUTf:DCAU$El>>"~ ("-21IlYlNl(lrPrirll WlC,..L.#tM ""-l"\t1NQ. (\Al) :lJ,.ffo p~dlL' ~r. o 31. C.1kL~\~. pp. nOI3 DRE~UIl(WW'll\.o.,.~ C\ M. ."6 Cl.OOcl-.. 'rr.A: ~AHDCf:lIlT.",.INQ~~_;ll~deMt>..-.cl~lOcauMoI~1 lIt..._ot""~......._..._at..._._._pl_.................ClIIH(.'_"'................... JERRY R. DUFFIE, ESQ. Solicitor One Courthouse Square Carlisle. Pa 17013 (717) 240-6345 FAX (717) 240- 7797 MARY C. LEWIS Regisler of Wills & Clerk of the Orphans' Court OFFICES OF 3Register of mills ana (!HerR of t~e (jf}rp~an5' <!IOUIT ([nunt\! nf ([umherlllno September 24t", 2002 21-2002-900 COMMONWEALTH OF PENNSYLVANIA) SS COUNTY OF CUMBERLAND ) BE IT REMEMBERED that I Donna M. Otto, 1st Deputy, Register of Wills of Cumberland County, Pennsylvania, do hereby deputize and commissionate the Clerk of the Los Angeles Superior Court, Probate Department, Central District, to take the affidavit and oath of Suzanne B. Clark as Executrix in the Petition for Letters Testamentary in the Estate of Elizabeth'C. Anderson, aIkIa Elizabeth C. Bentley, deceased. IN TESTlMONEY WHEREOF I have hereunto set my hand and affixed my official seal t)1is 24th day of September, 2002. .^1 'I" " j!' / '" i' Ii' '22 ~' , ..,jl''-''>' ..../)" cl .-/...1 .-/1"" ____,~_.!i.").;:Ll__t'.L__._____"'_ __'.~nnnn, f.,,! "rA Donna M. Otto, I st Deputy , ' i Register of Wills Cumberland County Pennsylvania REGISTER OF WILLS OF COUNTY OATH OF SUBSCRIBING WITNESS codicil (each) a subscribing witness to the will presented herewith, (each) being duly qualifie according to law, depose(s) and say(s) that present and saw the testa! , sign the same and that request of testat_ in h presence and (in the presence of e other subscribing witness(es)). signed as a witness at the other) (in the presence of the Sworn to or affirmed and subscribed before me this day of 19_ (Name) (Address) (Name) (Address) 21-2002-900 4 . REGISTER OF WILLS OF C--Omhe..oMA/n COUNTY OATH OF NON-SUBSCRIBING WITNESS K If ,jCMN 6. CC-!tCZ I jjL (each) a subscriber hereto, (each) being duly qualified according to law, depose(s) and say(s) that 1. fsJII familiar with the signature of [LI 'Z.ft-&.Ttt C. I}NDE~ codicil testa!"..."" of (one of the subscribing witnesses to) the (WITT) presented herewith and ~~icil that -:t believes the signature on th~~s in the handwriting of EL./~I/f?>~\l;C c. tJN~R~N to the best of /\Ai know ledge and belief. ..lo!1'l\J E. w Sworn to or affirmed and subscribed before me this 20th day of September 11h<: ?002 M Register 1104 (Address) COL.6Nlro-2- C\'. Donna M. (Name) &tr/..i...6vJ r:)>-/ IN:' (Address) o lS.2.05 REGISTER OF WILLS OF &Pm.-itA1jf,~ COUNTY OATH OF SUBSCRIBING WITNESS (:b'; n 13. Fo tv /6,e 2!!""" codicil (each) a subscribing witness to the@presented herewith, (each) being duly qualified according to law, depose(s) and say(s) that I Was present and saw Elizabeth C.Anderson.~ka EI;~aOeth C ~tley the testatrix , sign the same and that I signed as a witness at the request of testatrix in h er presence and (in the presence of each other) (in the presence of the other subscribing witness(es)). lX>nna M. Otto, "'" Sworn to or affirmed and subscribed before me this 24 th day of septan r ~ 2002 (CO J::b.. /7CY3 Registe (Name) (Address) 21-2002-900 REGISTER OF WILLS OF COUNTY .~ATH OF NON-SUBSCRIBING WITf'JESS .. / / (each) a subscriber he to, (each) being duly qualified cording to law, depose(s) and say(s) that familiar with the gnature of codicil testat will presented herewith and codicil that believes the signature on the will is in the handwriting of to the best of a and subscribed before day of 19_ \ , ''>,,- (Name) (Address) Register (Name) (Address) DOLCH IN, SLOTKIN & TODD, P.C. ATTORNEYS AT LAW JERRY H. DOLCHINu MARK I. SLOTKIN* JOEL W. TODD WENDY FEIN COOPER" AALAN MINTZ KARDON ELLIS EISEN* BARRY W. KRENGEL DAVID J. STEERMAN* FRANK SCHWARTZ' JULIA CARPINO KeVIN M. SIEGEL * UNOA A. KERNS' ONE COMMERCE SQUARE 24TH FLOOR 2005 MARKET STREET PHILADELPHIA. PENNSYLVANIA 19103 215-665-8000 FAX 215-665-1565 WASHINGTON, DC TELEPHONE 866-554-9500 . ALSO ADMITTED IN NJ .. ALSO ADMITTED IN DC & VA '''AOMITTED ONLY IN DC, VA & MD OF COUNSEL: LAWRENCE CORSON CARLOS M. RECIO'" September 12, 2002 E-MAil ADDRESS: WCOQPER@DOLCHIN.COM DIRECT DIAL NUMBER: 215-665-3503 Cumberland County Register of Wills Register of Wills 1 Courthouse Square Carlisle, PA 17013 Re: Estate of Elizabeth C. Anderson a!kla Elizabeth C. Bentley, deceased Date of Death: August 4, 2002 SSN: 200-36-1450 Gentlemen: Please be advised that this office represents Suzanne B. Clark, Executrix named in the Will of the above decedent dated June 30, 1986. This letter is being hand delivered to you by Ms. Clark's son, John Clark. Because Ms. Clark resides at 2219 Calle Margarita, San Dimas, CA 91773 (909-592-6377), this is to request that you issue a Commission to the Clerk of the Los Angeles Superior Court, Probate Department, Central District, Room 258, 111 North Hill Street, Los Angeles, California 90012, Attn: Susy Wong, Probate Secretary, along with the enclosed documents: 1. Petition for Letters Testamentary (to be signed by Ms. Clark in the presence of the appropriate Los Angeles County official) 2. Estate Information Sheet (signed by the undersigned) 3. Will dated June 30,1986 4. Death Certificate 5. Overnight Mail Envelope addressed to the Clerk 6. Overnight Mail Envelope addressed to you for the Clerk's use in returning the executed documents. VIRGINIA OFFICE: 5568 GENERAL WASHINGTON DRIVE SUITE A-217 ALEXANDRIA, VA 22312 866-554-9500 NEW JERSEY OFFICE: DOLCHIN, SLOTKIN & TODD 402 PARK BOULEVARD CHERRY HILL, NJ 08002 856-488-9131 DOLCHIN. SLOTKIN & TODD. P.C. Register of Wills of Cumberland County September 12, 2002 Page Two Mr. Clark will present you with a check for the full amount of your charges in connection with the probate of the enclosed Will. Please issue six (6) short certificates. All of the probate documents, including the short certificates, should be sent to the undersigned upon completion. In the interim, if you should have any questions in this regard, please contact the undersigned. 57#':- MARK I. SLOTKIN MIS:dre Enclosures . cc: Ms. Suzanne B. Clark w/o enclosures Ms. Susy Wong, Probate Secretary w/o enclosures '<Uq.e ~up.erinr ([nud JOHN A. CLARKE EXECUTlVE OFFICER/CLERK I I 1 NORTH HILL STREET. LOS ANGELES. CALIFORNIA 900 I 2 October 01,2002 Ms. Donna M. Otto, 1" Deputy Register of Wills Cumberland County One Courthouse Square Carlisle, P A 17013 Re: Estate of Elizabeth C. Anderson aka: Elizabeth C. Bentley Date of Death: 08/04/02 Dear Ms. Otto: Returned herewith are the Petition For Probate and Grant of Letters, together with the Oath of Personal Representative, executed by Suzanne B. Clark on October 01, 2002, before Supervising Judge Thomas W. Stoever, Los Angeles Superior Court-Probate Department, in connection with the Estate of Elizabeth C. Anderson, aka: Elizabeth C. Bentley. Please let us know if we can be offurtber assistance. ;:~~ Susy Wong Probate Secretary enclosure ~ /(}"J4:J.- ;(1-02-900 LAST WILL AND TESTAMENT OF ~ .' ELIZABETH C. ANDERSON ) , .~ I, Elizabeth C. Anderson, of the Borough of Carlisle, Cumberland County, Pennsylvania, declare this to be my Last Will and Testament and revoke all Wills and Codicils previously made by me. ITEM I: I direct that all my legally enforceable debts and funeral expenses, including all expenses of my last illness, shall be paid from my residuary estate as soon as practicable after my decease as a part of the expense of the administration of my estate. ITEM II: I bequeath any automobiles or motor vehicles I may own at my death, my personal effects, household goods, and other tangible personal property of like nature (not including cash or securities), together with any existing insurance thereon, to such of my daughters as are living on the thirty-first day after my death, to be divided between them with due regard for their personal preferences in as nearly equal shares as practical. I direct that any of the foregoing articles not selected by my said daughters shall be sold at public or private sale by my personal representative(s), and I further direct that the net proceeds thereof shall be administered and distributed as a part of the residue of my estate. ";'('''.~( '" . t'L rl .. ~ ~ <l\ (':.AA../ ITEM III: I devise and bequeath the residue of my estate of every nature and wherever situate to my Trustee hereinafter named, IN TRUST for the following uses and purposes and subject to the following terms, conditions and provisions: A. My Trustee shall divide this Trust into equal separate shares so as to provide one share for my daughter, Suzanne B. Clark, and one share for my daughter, Constance B. Ruby. B. Upon division of this Trust into separate shares under the provisions hereof, my Trustee shall pay to each of my said daughters all of the income from such daughter's share in such periodic installments as such daughter and my Trustee shall find convenient, but not less frequently than quarter-annually. In addition, my Trustee shall be fully authorized and shall have the sole discretion to pay to each such daughter, or to expend directly for her benefit, so much of the principal of such daughter's share as my Trustee shall deem necessary or desirable from time to time for such daughter's support, health and medical care, and maintenance in reasonable comfort, taking into consideration all nT-her income and resources available to such daughter for such purposes from all sources known to my Trustee. C. Upon the death of each of my said daughters, this Trust shall terminate with respect to such daughter's share, and the then remainding principal and any accumulated or undistributed income from such daughter' .c:c:nare shall be paid over, transferred, &l~\-. .Q, ;::a"v (~ q,~,-,J.i "-"' ,,-,,,, I -2- conveyed and distributed, discharged of the trust, in equal shares to such daughter's then living children; and if upon such daughter's death, she has no then living children, then such share shall be added to the share for my other daughter and shall be held, administered and disposed of as herein provided. ITEM IV: In addition to the above disposition of my individual estate, I hereby exercise the power of appointment given to me in PARAGRAPH SECOND of a certain Trust Agreement created by my husband, Leslie V. Bentley, with The Harrisburg National Bank and Trust Company (now The Commonwealth National Bank), of Harrisburg, Pennsylvania, on December 24, 1965, as follows (provided that I hereby declare that I do not intend by this Item of my Will to blend the property subject to the power of appointment so exercised with my individual property): A. I appoint the principal thereof to my residuary estate to be held and disposed of in accordance with the terms and provisions of Item III hereof. ITEM V: The following provisions shall apply to the Trust created under Item III hereof and to each share thereof: A. In case the income or any discretionary payments of principal become payable to a minor, or to a person under legal disability or to a person not adjudicated incompetent, but who, by reason of illness or mental or physical disability, is in the opinion of my Trustee unable properly to administer such amounts, , t~\L~.J....I.cL C. q -'h~ {~ , ' -3- then such amounts shall be paid out by my Trustee in such of the following ways as my Trustee shall deem best: (1) Directly to such beneficiary; (2) To the legally appointed guardian of such beneficiary; (3) To some relative or friend for the support, health and medical care, and education of such beneficiary; or (4) By my Trustee, using such amounts directly for such beneficiary's support, healtb ~nd medical care, and education. B. No beneficial interest under the Trust, whether in income or principal, shall be subject to anticipation, assignment, pledge, sale or transfer in any manner, nor shall any beneficiary have the power to anticipate, encumber or charge such interest, nor shall such interest, while in the possession of my Trustee, be liable for or subject to the debts, contracts, obligations, liabilities or torts of any beneficiary. C. Any income, accrued or undistributed at the termination of any estate or interest, shall be paid by my Trustee as income to the persons entitled to the next successive interest in the proportions in which they take such interest. D. For convenience of administration and investment, my Trustee is authorized to hold the several shares of the Trust as a common fund, dividing the income proportionately among them, to assign undivided interests to the several shares and to make joint investments of the funds belonging to my Trustee. For such purposes and insofar as may be practicable, my Trustee may ,.c:,.x..:~" ~oo . -:G:, r; 0""" J_H A ,'-N"\/ , ~ -4- consolidate any separate share of the Trust with any other trust or trusts created by me or any member of my family by will or agreement, and may hold, administer and invest the several trusts as one or more common fund or funds and make joint or several distributions of income and principal thereof, whichever my Trustee shall deem advisable. ITEM VI: All Federal, state and other death taxes payable because of my death, with respect to the property forming my gross estate for tax purposes, whether or not passing under this Will or otherwise, including any interest or penalty imposed in connection wit.h such taxes, shall be considered a part of the expense of the administration of my estate and shall be paid out of the principal of my residuary estate under Item III hereof without apportionment or right of reimbursement. All such taxes on present or future interests shall be paid at such time or times as my personal representative(s) or my Trustee may think proper, regardless of whether such taxes are then due, provided that any postponed t~XP8 on future interests in the Trust created under Item III hereof shall be charged against the principal of the particular share with respect to which sa~d taxes are imposed. ITEM VII: All fiduciaries acting under this Will, whether or not named herein, shull have the following powers in addition to those vested in them by the common law, by statute or by the other provisions hereof, all of which shall be exercised in a fiduciary capacity, primarily in the interests of the beneficiaries, f"a -C'1 ,', ~, ,--U;( , S' Q-'n. r~.-lAII_ ceJ -5- applicable to all property, including property held for minors, whether principal or income, exercisable without court appr~~2l and effective until actual distribution of all property: A. To retain and to hold any securities or other property, real, personal or m;ypo, including stock of my corporate Trustee, from my estate without regard to any principle of diversification or risk. B. To invest in all forms of property, including stock, common trust funds and mortgage investment funds, whether operated by my corporate Trustee or others, without restriction to investments authorized for pennsylvania fiduciaries, as they shall deem proper without regard to any principle of diversification or risk. C. To sell at public or private sale, to exchange, or to lease for any period of time, any real or personal property and to give options for sales, exchanges or leases, for such prices and upon such terms or conditions as they shall deem proper. D. To hold property in the name of the Trust created hereunder, or in the name of my Trustee without designation of any fiduciary capacity, or in the name of a nominee or unregistered. E. To allocate receipts and expenses to principal or income or partly to each as they from time to time, in their sole discretion, shall think proper. F. To borrow money from any person or institution, including my corporate Trustee, and to mortgage or pledge any or e,kt~~..,;q;; ~ r a~ (t,. .~ cU/V' - \ -6- all real or personal property as they in their sole discretion shall choose, without regard to the dispositive provisions of this Will. G. To make distributions, wholly or in part, in kind or in cash; and to make non-prorata distributions of assets in kind. H. To exercise any election or privilege given by the Federal tax and other tax laws, including, without limiting the foregoing, the election of the alternate valuation for Federal Estate tax purposes and the election to claim items of deduction for estate tax or for income tax purposes; and to make or not to make equitable adjustments or apportionments for the exercise or non-exercise of any such election or privilege. I. To compromise any claim or controversy. ITEM VIII: I appoint The Commonwealth National Bank, of Harrisburg, Pennsylvania, Trustee of the Trust created under Item III hereof. If my Trustee shall merge with or be consolidated with another corporate fiduciary, such corporate fiduciary shall succeed to all of the duties and to all of the powers, including discretionary powers, herein granted to my Trustee. ITEM IX: I appoint my daughter, Suzanne B. Clark, Executrix of this my last Will. Should my said daughter fail to qualify or cease to act as Executrix, I appoint my daughter, Constance B. Ruby, Executrix of this my last Will. Should my said daughter fail to qualify or cease to act as Executrix, I appoint The A.~~,j-, IL C l q"",,--l."-<l"'-\'''' -7- Commonwealth National Bank, of Harrisburg, Pennsylvania, Executor of this my last Will. ITEM X: I direct that all fiduciaries acting under this Will, whether or not named herein, shall not be required to give bond for the faithful performance of their duties i~ eny jurisdiction. IN WITNESS WHEREOF, I have hereunto set my hand and seal, this 3o.Uv. day of June, 1986. t:E~b~~.c=~a-:~~'Ac...." [SEAL] The preceding instrument, consisting of this and seven (7) other typewritten pages, each identified by the signature of the Testatrix, was on the date thereof, signed, published and declared by Elizabeth C. Anderson, the Tpctatrix therein named, as and for her last Will, in the presence of us, who, at her request, in her presence and in the presence of each other, h~ue subscribed our names as witnesses hereto. /; ..... ~~~~L -8- " CERTIFICATION OF NOTICE UNDER RULE 5.6(a) Name of Decedent: Estate of Elizabeth C. Anderson, a/k/aJ Elizabeth C. Bentley, deceased Date of Death: August 4, 2002 Will Number: 21-02-0900 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 October 28, 2002: Mellon Financial Corporation (successor to The Commonwealth National Bank), Trustee U/W Elizabeth C. Anderson, Deceased Attn: Stacy Carter, Client Services Group 1735 Market Street POBox 7899 Philadelphia, PA 19101-7899 Ms. Suzanne B. Clark 2219 Calle Margarita Dimas, CA 91773 Constance B. Line (formerly Constance B. Ruby) 191 Ridge Drive Carlisle, PA 17013 Mr. John E. Clark, IV 164 Colonial Court Absecon, NJ 08201 David B. Clark 22560 Silver Dollar Street Corona, CA 91719 Andrew B. Clark 3610 Fifth Avenue San Diego, CA 92103 Peggy Sue Sautner 4173 Moraga Avenue San Diego, CA 92117 Notice has now been given to all persons entitled thereto under Rule 5.6(a) except: NO EXCEPTIONS ., /A Date: October 28, 2002 Signature Name: Address: Telephone: Capacity: ,.,~' Mark I. Slotkin, Esquire 2005 Market Street, 24th Floor Philadelphia, PAl 91 03 215-665-3501 Counsel for Personal Representative IMPORTANT NOTICE NOTICE OF ESTATE ADMINISTRATION THIS NOTICE DOES NOT MEAN THAT YOU WILL RECEIVE ANY MONEY OR PROPERTY FROM THIS ESTATE OR OTHERWISE Whether you will receive any money or property will be determined wholly or partly by the decedent's Will. If the decedent died without a Will, whether you will receive any money or property will be determined by the intestacy laws of Pennsylvania. BEFORE THE REGISTER OF WILLS, CUMBERLAND COUNTY, PENNSYLVANIA In re Estate of Elizabeth C. Anderson, a/k/a/ Elizabeth C. Bentley, deceased No. 21-02-0900 TO: Mellon Financial Corporation (successor to The Commonwealth National Bank), Trustee U/W Elizabeth C. Anderson, Deceased Attn: Stacy Carter, Client Services Group 1735 Market Street POBox 7899 Philadelphia, PA 19101-7899 Mr. John E. Clark, IV 164 Colonial Court Absecon, NJ 08201 David B. Clark 22560 Silver Dollar Street Corona, CA 9171 9 Ms. Suzanne B. Clark 2219 Calle Margarita Dimas, CA 91773 Andrew B. Clark 3610 Fifth Avenue San Diego, CA 92103 Constance B. Line (formerly Constance B. Ruby) 191 Ridge Drive Carlisle, PA 17013 Peggy stieslmtner 4173 Moraga Avenue San Diego, CA 92117 Please take notice of the death of decedent and the grant of letters to the Personal Representative named below. The Decedent, Elizabeth C. Anderson, a/kJa/ Elizabeth C. Bentley, died on the 4th day of August, 2002 at Carlisle Regional Medical Center, Cumberland County, Pennsylvania. The Decedent died testate (with a Will). The Personal Representative of the Decedent is: Ms. Suzanne B. Clark 2219 Calle Margarita Dimas, CA 91773 909-592-6377 The Will has been filed with the Office of the Register of Wills of Cumberland County, 1 Courthouse Square, Carlisle, Pennsylvania, 190 , 17 -240-6345 Date: October 28, 2002 Signature Name: Addr s: Mark 1. Slotkin, Esquire 2005 Market Street, 24th Floor Philadelphia, P A 19103 215-665-3501 Counsel for Personal Representative A copy of the Will is enclosed. Telephone: Capacity: t._, r-., ',,'- COMMONWEALTH OF PENNSYLVANIA DEPARTMENT DF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG, PA 17128-0601 REV-1162 EX(11-96) RECEIVED FROM: PENNSYLVANIA INHERITANCE AND EST ATE TAX OFFICIAL RECEIPT COOPER WENDY FEIN ESQUIRE ONE COMMERCE SQUARE 24TH FLOOR 2005 MARKET STREET PHilADELPHIA, PA 19103 -------~ fold ESTATE INFORMATION: SSN: 200-36-1450 FilE NUMBER: 2102-0900 DECEDENT NAME: ANDERSON ELIZABETH C DATE OF PAYMENT: 05/07/2003 POSTMARK DATE: 05/05/2003 COUNTY: CUMBERLAND DATE OF DEATH: 08/04/2002 NO. CD 002535 ACN ASSESSMENT CONTROL NUMBER AMOUNT 101 I $4,945.82 I I I I I I I I TOTAL AMOUNT PAID: $4,945.82 REMARKS: WENDY FEIN COOPER ESQUIRE C/O SUZANNE B CLARK CHECK# 1007 SEAL INITIALS: JA RECEIVED BY: REGISTER OF WILLS DONNA M. OTTO DEPUTY REGISTER OF WILLS c9/ -D;;l._cMO FILE IN DUPLICATE J- Will No.21-02-0900 Filed REGISTER OF WILLS COMMONWEALTH OF PENNSYLVANIA COUNTY OF PHILADELPHIA } ss. INVENTORY Suzanne B. Clark Personal Representative of the Estate of Elizabeth C. Anderson, aid/at Elizabeth Bentley Anderson, deceased, being duly sworn according to law, deposes and says that the items appearing in the following inventory include all of the personal assets wherever situate and all of the real estate in the Commonwealth of Pennsylvania of said decedent, that the valuation placed opposite each item of said inventory represents its fair value as of the date of the decedent's death, and that decedent owned no real estate outside of the Commonwealth of Pennsylvania except that which appears in a memorandum at the end of this inventory. I verify that the statements made in this Inventory are true and correct. I understand that false statements herein are made subject to the penalties of 18 Pa.C.S. Section 4904 relating to unsworn falsification to authorities. } ..gU!__'_~ 0, ~~ Suzanne B. lark Attorney - (Name) (Address) Wendv Fein CooDer. ESQuire 17152 (Sup. Ct. 1.0. No.) Dolchin. Slotkin & Todd. P.C.. 24'" Floor. 2005 Market Street. PhiladelDhia. PA 19103 DATE OF DEATH 8-4-2002 LAST RESIDENCE 838 Factory Street, No.6, Carlisle, PA 17013 DECEDENT'S SOCIAL SECURITY NUMBER 200-36-1450 Real Property: None Personal Property: Dreyfus Money Market Account 039-1100001138 First Union Bank CD 24742-105-1227238 $ 44,489.94 $ 83,038.74 nc: $ 5.0~.il 0- ;<" $132,528.68 r (.:; 8 :o~ ('I.) n co ,""j ?i' c:~ ''',,: ~~:J Personal Effects TOTAL ~ I --.I ;s Jd 0 \0 1- DOLCH IN, SLOTKIN & TODD, P.C. JERRY H. DOLCHINh MARK I. SLOTKIN* JOEL W. TODD WENDY FEIN COOPER- ARLAN MINTZ KA.RDON ELLIS EISEN* BARRY W. KRENGEL DAVID J. STEERMAN* FRANK SCHWARTZ. KEVIN M. SIEGEL * KALL! AGELAK1S UNDA A. KERNS. d \ -Od.- -900 -SA\gttJ^ '5-,-02, t:o~,+ l":~ L <- '. ONE COMMERCE SQUARE 24TH FLOOR 2005 MARKET STREET PHILADELPHIA. PENNSYLVANIA 19103 ATTORNEYS AT LAW 215-665-8000 FAX 215-665-1565 WASHINGTON, DC TELEPHONE 866.554-9500 . ALSO ADMITTED IN NJ uALSO ADMITTED IN DC & VA .**ADMITTED ONLY IN DC, VA & MD OF COUNSEL: LAWRENCE CORSON CARLOS M. RECIO'" May 5, 2003 E-MAil ADDRESS: WCQOPER@DOLCHIN.COM DIRECT DIAL NUMBER: 215-665-3503 Cumberland County Register of Wills Register of Wills 1 Courthouse Square Carlisle, PA 17013 Re: Estate of Elizabeth C. Anderson alkJa Elizabeth C. Bentley, deceased Date of Death: August 4,2002 SSN: 200-36-1450 Gentlemen: Please be advised that this office represents Suzanne B. Clark, Executrix of the above estate. On her behalf, enclosed please find: 1. Pennsylvania Inheritance Tax Return (in duplicate) showing total tax due in the amount of $4,945.82 2. Death Certificate 3. Short Certificate 4. Will dated June 30,1986 5. Inventory, in duplicate 6. Check in the amount of $4,945.82 representing the tax due NEW JERSEY OFFICE: DOLCH1N. SLOTKIN & TODD 38 HADDON AVENUE HADDONFIELD, NJ 08033 856-857-1991 VIRGINIA OFFICE: 5568 GENERAL WASHINGTON DRIVE SUITE A-217 ALEXANDRIA, VA 22312 866-554-9500 NEW JERSEY OFFICE: DOLCHIN. SlOTKIN & TODD 402 PARK DRIVE CHERRY HILL, NJ 08002 856-488-9131 DOLCHIN, SLOTKIN & TODD, P.C. Register of Wills May 5, 2003 Page Two Please note that the decedent was the beneficiary of two trusts established by her late husband, Leslie B. Bentley, on December 24, 1965. If is believed that, to the extent that those trusts were taxable in Mr. Bentley's estate, the tax was paid following his death. Accordingly, the assets ofthe two trusts are not includible on the enclosed Inheritance Tax Return. Also enclosed is an extra copy of this letter, which I would appreciate your stamping and returning to me in the enclosed envelope as evidence of receipt of this letter and the enclosures. If you should have any questions concerning the enclosures or otherwise, please contact the undersigned directly. WENDY FEIN COOPER WFC:dre Enclosures cc: Ms. Suzanne B. Clark w/o encl. "'0"'00 I 0 Z 0 FOmr )>'" () O;::()I fTI)> o_ r::o ~ Z "U ^ 3: ~ IlTIlTI(f) ~-1~r lJU>l'T10 l>~(()~ _I'TlOz (Om; _-1f\)~ @ ~-i :to ..,0 rO 0- O"lJ ;o- n :n~"'n =-0 nc21 c ::- ::. 0 -- 3 - VlCI/lCT =-<1>=4.CD.-r\ - ~ :y"" \11 :: )>"OOQ : C-':J :...-q;~CL - -......J -. =-oC/)5;=() =-~J) 0 =-wc c : 0 :J ~ - (]) -< '" CD (Q Vi- m o - ~ v;- , " ~c~ ',':"_ UI L- ~~ )mI.1i<<JXI"CCJ I- Z UJ o UJ <.J UJ o ~ ii~ i ~ i u COMMONWEAlTH OF PENNSYlVANIA DEPARTMENT OF REVENUE OEPT. 2S0601 HARRISBURI3, PA 17128.0601 II - Cfd-. -1\ REV.1500 INHERITANCE TAX RETURN RESIDENT DECEDENT . Iiit'iniuMBeii:"'-"""'"'''''' .............."....... ,...."'....... ol..l_ O..:{ (!:)l[ 00 ~l'ICoO' VElA - NiiMi.R" -- 1'7( v Offl(~l/tL U:5FE (~./lt1..Y OECEOENT'S NAME (lAST, FIRST, ANO MIOOlE !NITIAq d.tvson c::JI~~ c.. o..lc.lL /l;,Jw~"VJ,M~ OATE OF OEATH (MM.OO.YEARI OATE OF SIRTH (MM.CO.YEAR) "'1 eg -o'f~U)O V" Ie -...S- -1'1// (IF APP1.ICASlB) SURVIVING SPOUSE'S NAME (lAST, FIRST, ANO MICOlE INITIAl) J 14- SCCIAl SECURITY NUMSER ~C) - '3 b - l't~-..,C THIS RETURN MUST BE FilED IN DUPliCATE WITH THE REGISTER OF WILLS SOCIAl SECURITY NUMBER ~ I, Orilln.1 R.lum 0 2,Suppl.monlel R.lurn 03, R.m.lnderRelum \'.'~''',"'''''\o'.'>I~ o 4, lImll.d E.tale 04.. Fulu" Inl"..1 Comproml"\".""."h""'''''~ 0 5, Fede"l E.I.I. Tax R.turn R.qulred o 6, C.cod.nIOled TIII.I. (A<"''''''''''''' 0 7, C...d.nl M.lntalnod. Uvlng TlUel(_",,~TN'~ _ B. Tot.1 Numb" of S.I. C.po.11 Box.. o 9.lItlg.llon Proelld. Racolved 0 10, SpeuIII Pevorty C"dlll....'''.",b......'.II'"... '"""/ 0 1" EIIOlIon 10 lex under Soc, SI13(A) \All'" !thai ;" HIs; /aCttJONM\!stIilEc9MPll1.reOiA !';"I:l~RESI1.oI'lPI;NCel>,NO.: N ,fPi;NrI1li",tA"IN"P~MATf t{SH'clU." eii"OlliSCi!!o/ro:.;; NAMe .. I .. r: I' _ """ t? COMPlETE MAILINI3 AODRBSS VVU"'V\. ~..... vu e,.-,"" ,. __ /)/1 /.."..L~-' ~o'\ {'ICL."...~-"'" FIRMNAME\IIApplolbO\ D.o~h,v, -:S( ot-C.<", "- -rr-.u-t 'z. L/ ~ Pi-. 0("; TBLEPHONENUMBBR 2- '"" ~ to ~ .3<;"03. t'h I ct0..-1 _~ 'ii (~ P'fl-Ei q t d I \ (/ y" !:l"S. .',.. z o ~ E c. <l: <.J !!2 1, R"I e.I.I. (Sch.dul.A) 2, Stock. end Sand. (Schedul. S) 3, Cloa~y HaId Corporellon, Parln".hlp or Scle.Propn.lorohlp 4. Morlg.g.. & No~. R.c.\vobl. (Sch.dul. C) 5, C..h, Senk CepOlI~ & MI,oell.neou. P"sonsl PfOp.rty (Schedule B) I. JolnUy Ownad Property (Sch.dul. FI o S.p".I. BIlling R.qu..l.d 7. Inler.VJyol Tranl'lra & MIscellaneous Non-Probate Property ISch.dule G or L) I, Tol.1 Gra.. Assai. (totallln.. 1.71 g, Funer~ s..p.n... & Admlnl.lr.nvo Co.I. ISch.dul. H) 10. O.b~ 01 Oecedenl, Mortg.g. U.billlle., & Lien. (Sch.dul.l) 11, Tol.\ D.ducllons (101./ Un.. 9 & 10) 12, N.t V.lu. of E.I.I.llIno I mlnusllns 11) 13. Charnabll.nd Governmentl' BequellslSec 9113 TNSl! ror which an electlon \0 lax has nol bien m.d.(Sehadul. J) '" ,.~? J{'iJ:~,,",:~jik"tr 'f.II;:!~:S(-"" -< ::\;~ :,:~ I -J (I) (21 (3) (4) (5) ~ :" 't l/-, 'fJ' Cj, c; 'f C'. -- L" ~:" (' ;g - , , \,J'_ J:;:-:J II) ["6 (I ~J", 7 If , 3!S'7!r,109 c; O:J .- (7) .-.'.,',....., ','J...'", ""'_'0"""",.,..,, (g) (10) (8) }S-. ?? C;-,CHr (. ,It'.I."2-f I ?~, 'frJJ7,3 7 (11) (121 (131 7.-- ~ , 5' 00. "V;v' 109.91)7. {;;- 14, N.I V.IUt Subject to Tax (llno 12 mln"llno 131 SBB INSTRUCTIONS ON RBVERSB SICS FOR APPlICASlB RATBS 1~(i,~07.1-( (14/ z o ~ f-' :::l C. :is o <.J ~ IS. Amounl olllno 14 I".bl. .t Ih. 'pou..llox ral., or I"nol," undar Sea. SIll ('II1.2) \6, Amounl or Uno 14 taXlble '1IIn..1 ral. - 17. Amounl ~Llno 141mbl. .1.1~'1lQ III. lB. Amount 01 Uno 141.x.bl. .1 coll.I".1 ral. x,O_ (15) / x ,0 f2.. III) x,12 (17) x .1; (11) (19) l{9'f <;;". g< r ~ I O~ h7. I'::;' Lj- If 'to::; ,,<, ;y 18. T.xO" 20,0 CHECK HERE IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT , ...':, .... ';,.\'."';>' ',('J'!, ,; .:".1.. > > $~ S,lfRl! TO ANSW.ERAl~ QUE!lTIPNS ON REVE!,\SE"SICE,.ANtl,'R~CHECK'..MArH,<' <."'";;.;.'",,. ", ' , ,.....-,.',.:;,.~:-,,~;<,' Decedent's Complete Address: s TA RE S !?'3 ~ c,f-e 1S.+- N". '" CITY C-tt-.rl,' of, I e.. Tax Payments and Credits: 1. Tax Du. (P.g.1 lln.19) 2, Cr.dlts/Paym.nts A. Spoua.1 pov.rty Credil 8, Prior Payments C, Discounl 13 (1) + ?if '5'. ~"Y Total Cr.dits ( A + 8 + C ) (2) 3. Inl.r.sVP.nally n appllcabl. D.lnler.st E. P.nalty - Tolallnl.r.sVP.nally ( D + E ) 4. IfLln. 21s 9real.r than Line 1 + LIne 3, .nter th. diff.r.nce. This Is th. OVERPAYMENT, Ch.ck box on Page 1 LIne 20 to r.qu.st. r.fund (3) (4) 15) 5. If Line 1 + lina 31s gr.ater lI1an Lln. 2, .nler Ih. dlff.rence. This Is 111. TAX DUE. ~ q'f);,f-v A. Enl.r 111. Inl.r.st on the tax du.. (SA) 8, Enl.r th. tolal of Lln. 5 + 5A. This Is 111. BALANCE DUE, (58) Make Check Payable to: REGISTER OF WILLS, AGENT 'f 9'f <>. r-- ........ ~ ~ ~ IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN. PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS 1, Did d.ced.nl tnak. . transf.r and: Yes No e. r.leln Ih. u.. or Incom. of th. prop.rty tr.nsf.rr.d;.......................................................................................... 0 [3l b, r.taln 111. right to d.slgn.t. who .hall u..II1. prop.rty transf.rr.d or II. Incom.; ..............,............................. 0 ~ c. r.taln a r.v.rslon.ry Inl.re.l; or.......................................................................................................................... 0 I3J d. r.c.lv.th. proml.. for IIf. of .11I1.r p.ym.nt., b.n.fil. orc.r.? ...................................................................... 0 ~ 2. If d.alh occurred aft.r D.c.mb.r 12, 1952, did d.c.d.nlt"n,'.r prop.rly within on. y..r of d..lh wllhout recelvln9 .d.qu.ta consld.ratlon? .............................................................................................................. 0 3, Did d.c.d.nt own .n 'In Iruat fof or p.y.bl. upon d..th b.nk accounl or s.curity .t hi. or h.r d.ath? .............. 0 4. Did d.c.d.nl own .n Individual R.tlr.mant Account, annuity, or oth.r non-prob.l. prop.rty which contain, a b.n.ficl.ry d.,lgn.lIon? .....................................................................,...................."............................ 0 Und.r penalUII 01 perjury, I did ill. (hit I have examined lhlI relum, Ir.clucllng Iccomplnylng lChecIul.. Ind Illtemenll, Il'\CIlo the but or my knowledQa .1Id belief, 11 Is We, correct.nd complete, C&dIfllllon of Pftp.reroll\etltlenlh'ptr.onal repres.nlaUve Is balad on I. Informellcn 01 whIch prep,,,r hili any knowledge. SIGNATURE OF PERSON RESPONSI8lE FOR FiliNG ETURN DATE ADDRESS . &. k DI r'Y\c<"'S, Q/t- '11173 DATED~-o I ctl (J?, "J,..DO.o ~ Q <;;' <:;;-i-- 2-+~ n. ,Ph" {().. PV\ :,;;J:!ili~\~~~:r.~r~~:*~t.~1~;{~{~i~~~~Ui11~~~::;.,c~~:;9~!4*~;.;%.!~ri,,:J,:~~j::;f~i~~,~:!:M'I~~:d2l:~:;~~,~i;I~::;~~>:tili00:)i<~,~~,W~i~i;ttN~l~~k~&\it~~rA!kr~~:;.;,i.";1r;Mt~~~~t~ilt1~\t~i~~i!l %'!ffi,~~iiiW;"~1},~~t@'!~~W~Wff;'t!:~~~fii~t,i~(~~r~~G;;,::~ For dat.s of d..1I1 on or aft.r July 1, 1994 .nd b.fore Janu.ry 1, 1995, Ih. laxt.t.lmpos.d on th. n.t valu. of tr.nsf.rs 10 or for th. us. orth. sur;1~ng spousa Is 3% [72 P.S, 59116 (a) (1.1) (i)}, Fer dsl.s of d.ath on or .fter January 1, 1995, lhe tax rala Impos.d on 111. n.t v.lu. of tr.nsf.rs to or for th. u.. of Ih. surviving .pouse I. 0% [72 P.S. ~911 B (.) (1.1) (1111. Th. sl.lule doe. not .,.mol e ~ans(.r 10 . .urvivlng .pous. from t.x, .nd Ih. .1.lulory requlrem.nt, for disclosure of as.els .nd filing. lax r.lum .r. .1111 .ppllcabl. .ven If tha survlvin9 spou.e i, Ih. only b.naliclary, For d.t.. of d.ath on or .fter July 1, 2000: Th. ~x rot. Imposed on 111. n.t valu. of lransfars from. d.ce.sed chl~ twenty-on. yaars of .9. or younger al d..1I11o or for th. u.e of a nalur.1 par.nt, .n .dopUvs p.rent, or a .t.pp.r.nlof th. child Is 0% [72 P.S. S91161.)(1.2)}. Tha tax ral.lmpossd on 111. n.t valu. of tr.n,f.rs to or for th. usa of th. dac.d.nl's lineal b.n.ficl.rl., I, 4.5%, axc.pt.s notad In 72 P.S. 89116(1.21[72 P.S. 59116(.)(1)1. Tha lax lal. Impo..d on Iha n,t value of Iran,f." to or for the us. of th. d.cad.nt's siblings Is 12% [72 P,S. ~9116(.1(1.3)). A sibling i. definad, und.r Section 9102,.s an Indiv~ual who h., all.a,t on. p.r.ntln common with th. d.cad.nt. wh.th.r by blood or adoption. ""1.""'''1I~., COMMONweALTH OF PENNSYLVANIA INHERITANCE TA)( RETURN RESIOENT OECEOENT ESTATE OF ~'\~>OV\. tc[l~U~,~ SCHEDULE B STOCKS & BONDS (". FM NUMBeR ,;2- (-<? .;,. -1(.\ L{ c.'h~ All prop.rty Jolntly.own.d with rl;ht of IUrvlvorohlp mUll b. dloei...d on E,h.d"l. F. ITEM NUMBER 1. r\.~\ ~ It) (DvtOl (Yl CG.-' kQi" At cr- [) ~q -II ~v D2A/3(?' VALUE AT DATE OF DEATH LN, '+ IS''? C) V- DESCRIPTION TOTAL (Also enler on line 2. Recapitulation) $ ~. 'f; t.f J,,' i. (1 Y (II mort space Is needed. Ins sri addillcnal sheels of Ihe same size) ,,,,,."'''',101'. COMMONWEALTH OF PENNSYLVANIA INHeRITANCE TAX ReTURN ReSloeNT oeCEOEN ESTATE OF SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY f;:; ( I c..-t.0.xt:... _ C----. FILE NUMBER 2-) .- D 2- _090 0 Includelha proceeda 01 litigation and Iha dalalha proc..dl wara received by tha "tal.. All proparty )olntty.,wnad with tha right oleurvlv,rahlp mUll be dlecl,..d on Schadula p, ITEM VALUE AT DATE NUMBER DESCRIPTION OF OEATH 1, ~ K . 10.0. L-.'t11..H -'2(n~' l'l. .,,'t.. U in i) ,. J...)tJ..." ( '7 " '", t> L? 'Z.. (\ -3 0-': J-.7 1/ J I...... r ).. {7 il/> () y'\ &) e. CXe.c:f-5 s-,()OO,~ TOTAL (Also enleron line 5, Recapitulation) $ f$, 0 ::sj>-..) f (If more space Is needed, Insert sodlllonal shsels of the same .Ize) "','~"""."ro. COMMONWEA,TH OF PENN5Y,VANIA INHERrrANCE TAX RETURN RESIOENT OECI!OENT ESTATE OF IL ^ ~ . {TY t ()L.VV"'r; V V\. 1 SCHEDULE F J01NTL Y.OWNED PROPERTY t;:1 ''2-8- ~~ e...-. FILE NUMBER ''''t- O.-C"qOD If In IlIlt WI' madl Joint wlth!n on. Yllr of the dIe. dint I dati of dtlthjlt mUlt b, nport.d on Beh.dul. Q, SURVIVING JOINT TENANT(SI NAME AOORESS RE~TION5HIP TO OECEOENT A. <;;. U "".,L V1 "" c: 6, c:.-i.CLv l<--- ~ 2. l Cj C lid l Q. (:)1.1. ::j.ct" 17_ SC_h Dc,,,,,,\.> ON ill I ~ o dvVj h.-I-u- B, c, JOINTLY-OWNED PROPERTY: liTTER OATE OESCRIPTION OF PROPEATV ~OF OATEOFOEATH ITEM FOA.JOINT "ADE lncludlnlrnlOrllnlnclJllnllllullon,n6banklcccunlnUmbtrorllmllarldlnUlylnRnumb.r, CA TE OF OEA TH OEeDS VALUEDF MVMSER TENANT JOINT AlllChOlld larjolnUy-hlld rill 1.1111, VALUE OF ASSET INTeREST ceceoeNT B INT!REST 1. A. c,,~1'1 0.~ "-~V'I. s -bo..vvt c.h-e.ct:..e.ng svl., -36' 7? lei Y V A-c d-- P I rJO 7 ? - D tJ q -:::J r?-C:;-7:~-=r- ICd...-'" ~"",!- TOTAL (Also enter on line 6, Recapitulation) $ :r:,8-7 g-. ~ i .. (II more specs Is needed, Insert addlllonal sheets of the seme size) l'Iq"lII\'X+("")~J.t~fl_ ~ COMMONWeA,TH OF FeNNSYWANIA INHERITANCE TAX RETUJ\N REal DENT DECEDENT ESTATE OF thr; Ilu.-./<;;'Ij)f'\ , SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS t; I, Z-I'- ~+& c., FILe NUMBER <"-I -tV) -<09Cl) Debl. of decedent must be reported On Schedule I. ITEM NUMBER DESCRIPTION AMOUNT A. FUNERAL eXPENSES: 1. 3~J"~ P7{)"J&~ C> ;?, 'S"..:::u /1;)0. Dc) :L- . ~W . Jj 1 t t./,.. ,,",' ~ f+,....ckew k2 .' ......, Ii<. ,~,'<;;T -=1 ,.. 0 CJ 'to /1'1 "- Y'').\' e(,C .,./, ! I.' h...," ..,~ f..-e. , In n.C.ct-" '2'- 5'70.00 .,. ,!::7Vv I "'I) f) ,.\) H'..J,j" -Pv ....c..,' fL.1 I-k> vrJL,.. 3, '-{ 0 L~ . <>0 B. AOMINISTRATIVE COSTS: 1. Pellanal Repflunletlv.. Commlaslonl ;; . t.i(/,....L- N.mo of Po"onel Aop'...n~IIYI (.) S v' ~ ~I.... ~,." \-J2~ ~. CIOD.DC> Soolol 50O\Jn~ Numberl.) I EIN Number 01 Po"onal A.pre..ntallvs(.) :;;'-() ' 5l,eolAddr... 2 Z I C, C Cc ilc {ViIiJ"-'" !,../ Zip '} 1772 Clly 5" 'i ,.. '1:J ",.l\,.." 51.10 ('.r't- Y"<<'I Comml..lon Pold: ::>'PO~ ,._~ ..-coY 2. Attorney Flel 4, <;"'IH' . D 'C) 3. Famllv Exemption: or decedent I address Is nollhe same II clalmi!lnt Ij attach sxplanlUon) ,J/4- Clalmsnl Strsel Address Clly 51.1. Zip Relaltoll!lhlp of ClalmanllO Decedent 4. Prabatt Fles \ v\ clv4:l '"" l~'fl 4(s 5. Aeeountantl Fees ":)CG. 0<:- 6. TI~ Return Preplrer I Fell 7. (1\\ S l.CLl'L v>cCu '- .6, ,<0010 ..)-:J " , '(;r';':' S-.,{R> f?,.f: '!il./C'- {'~(' ~ ~j-,;' A2 !re'i,.y1~ t)I",ft. / t. h./!-y"'\ ,- , 'N .,,~ <^..L. Hv/--.';r., "6 -'b"'-<, c", h,.."'-- "---tt ~ 2..7 '!.3, 'ff' 9, ~'CvY'i7f't-....- " (\_ ,-.l (]...L ~.'"t\"",;~"L" ~,-.~VHi.." TOTAL (Also anle' on line 9, Recapitulation) $ 2.-5, 3-3"" 9 r (If more apace la needed, Insert addlllonal eheets 01 the seme size) ''','"''''''''''". COMMONWEALTH OF PENNSYLVANIA INHERITANCE TA.<< RETURN RESIOENT OECEOENT SCHEDULE I DEBTS OF DECEDENT, MORTGAGE LIABILITIES & LIENS t:ll uL-~.C . FILE NUMBER ?~I-l';;, -<0QOi) ~(j;1 Include u"relmbursed madlcal expanses, ITEM NUMBER 1, DESCRIPTION AMOUNT 'z <::P- n.~ /Iv <.:. n ,,- USl LLt-I,hU 101.01 .-t.... cL.l t""1.?.,"tT 5 "5r/.~t. f f.+ l-- /~, t (L-o"",,s ~ f..........."J;\j\l- tL.fc-r t1rr-.l",,--~ 1-61.....- ~ f;.cJ., t ~~~. rr:~{ <-~J'v~; u..-/ ,.. <;./ e r:--t '" I" r:D o G t- 17, 9;;;.... I,. ./=> C J --' ~ .r L-1/" V\ /1"1..-/'.../) - ' ...Q.....,../\-<-^..)(. , 1*(14 Phi"-I;;" (r'1~) -1-', !-4 h L-I1- ~ 1.1d/ "I- <-1.IJ '-Ii >: 0,) 40/<:' 3> ('" jL" ?lpfo. 1'> IO:L..u7 I ~ . cc. ',>--,1. 0',) -t, ~, 7 J. -.bi) ~ ~< g--rb I '>-.J' .~L r r. 1, TOTAL (Also a"taron IIns 10, Rscapitulallon) $ I, I ~ '-I, ~'f (II mora spocal. needed, Insert eddlVono' sheela 01 the seme s~e) . ReV.1613 EX. (S'OO~.i COMMONWEA"TH OF PENNSY"VANIA INHERITANce TAX RETURN RESIDENT OECEDENT saL.~.J:lJ BENEFICIARIES ESTATE W I-!YI-~>q",,, b' I, ~ ." ! .. / rr "'\:...-\,...~~~\--'----"" FILE NUMSER :Z-.l -.04' -()qOu Re~TIONSHIP TO DeceDeNT AMOUNT OR SHARe NUMseR NAMe AND ADDRess OF peRSON(S) RECeiVING PROPERTY Do Not LI.t Tru.III(') OF ESTATE I T/.XASLe DISTRISUTIONS llnelude oulrlghl.poulIl dl.trlbullon., .nd It.n.fll, under See, 9'16(.) (1.2)) 1, <G Q...~ (.D6&t ct..JLJ ENTeR DOLLAR AMOUNTS FOR DISTRIBUTIONS BHOWN ASOVe ON LINes Ii THROUGH IS, AS APPROPRIATE, ON ReV.liOO coveR SHeeT II NON.TAXAB"E DISTRIBUTIONS, A, SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN eLECTION TO TAX IS NOT BEING MADE 1. S. CNARITASLE AND GOVERNMeNTAL DISTRIBUTIONS 1, TOTAL OF PART n - ENTER TOTAL NON.TAXABLE DISTRIBUTIONS ON LINE 13 OF REV.1500 COVER SHEET $ (II more .pacel. n"ded, Inaerleddlllon.l.h..t. of th. ..meelze) 1- " . E ~ . 5 :( ~ ~ . 'ii . ... ::; " ..;. ~ '" '" '" -a <; ~ ~ .M ~ '" !!! 8 . " ~ s .( ~ . . 2 '" 0- ~ '" ~ '" '" co '" u '" ~ ~ ~ ~ tj '" 0 ~ ='l V'> . "" ~ U '";' E-< .sC'lo~g ~ '" ' u ~~gq ~ ,~ .!< <'l <'l ,-;:: ~ I .. 0 ~ :-c:cot~~ co.."OC'l~ ~.sE.._ '" i'l ::I ~ <II .: Cl Z i 'r:! ~'-t-"'~ ... 0 'C :I > ~~::IZ~ ~ ~ u Cl.I 'iI} <ClJSre g U <a ~ '0 Q.. ] ~ ~ ,~ Eil '- o E ~ ~ u S~ ...~ l~ <11- ~S o ~ :I: u rJ) ~ E-< ~1:5 OrJ) E-<~ ~o ~~ rJ) E:z :I:.-l rJ)0 z.-l 8u ~~ ~~ .-... rJ) ~ z o rJ) ~ ... ~E ~.-l oQ.. ~~ 0'-' ~~ ~E3 z~ ~ ~~ E-<o _z .. .-... '" ~ o '.0 :I ..0 '5 '" .... '1:l ca '" g 0.. 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'" ~ ::c U ~ ~ c.r.i ~ Z M 0 ~ ~ Z ~ 6 ~ '" 0 ~ ~ o '" .. z .... en;> ..<:; Zen Z gz ~ ~~ ~ ~s ~ Oen '" ~..... ..... ~~ ~ ~~ ~ Zen",u o .~ z< ~ ,..; ..... - ..... ..... !-< ~ .... o ~ o !-< $' .. ,.. ..",., .., (~ eUnlenbe lsnw 9 nJ41 Z sewn }O uma) lS8J81UI 9Jnln.:l JO snrBA 18101 'L $' , , , .. (1984S JaM:) }O 9 ~ aun UQ UMo4s 18101 ~o tJed se epnpu! 051e) (%g~) B1BJ Ie'JalBnOO 18 slQaxBl ~ aU!l JO enrBA '9 $' .. ", (1884S J9AQ:) JO L~ aun uo UMOl/S 18101 JO lJBd S8 epnpu! OSle) (%~ ~) OlaJ 6UIIQlS la o\qaxa\ \ oUllla on\a^ '9 (18848 J8AOO }O 9 ~ aun uo UMOl/S 18101}0 lJed se apn[ou! OSle) $' .. ..,. ..,., . . . . . . . ..., %S'v lJ '%9 CJ OUO ~o04:J 91BJ leeU!llB 8rqex81 ~ aun )0 enlB^ 'v (las4S JaMO )0 9 ~ aun wo UM04S 18101 JO l,Jed se epn]Ou! 051e) $' , ' , ...',....."....., %00 '%E lJ '%90 auo )jOEH.jO 81eJ xel 91epdoJdde 18 asnods 01 Su!ssed ~ aun jO anlBA 'E $' ' , , , , (lSSU,S JaM:,! JO € ~ aun UO UMOI..\S \8101)0 ~ed se apnpu\ osre) '018 'S9!lPE!'40 0+ 6u!ssed lunowB se XBl WOJJ ldw8xe ~ aUll JO anlsA '~ $' .., .".," ..,.. ....... ...."...", . , . , ' ,'., ' , , , , , lSeJelUI eJnln::l )0 lunOUJ\f ' ~ :JOIlO OSIWaJdwa~ ja .tIawwns '/\1 --...(7/"'l1J ~ ~ :JOIlO OSIWaJdwa~ 10 uallaualdx3 'III leMeJP41!M jO 1461J pallw!1 0 )eMeJp411M jO 1461J pallwlIUn 0 'l46p jBMBJP4l\M Lpns ses)OJexe asnods 6urA!^Jns aLn Lpr4M ur luaUJn::>op SLIt}O ^doo e 4:Jeue pue >1oolQ SlBpdoJdde e4l >f:Je4o 'Lneep S,luepaoap elll}O SlllUOW 6 U!4i!M IBMBJP4l!M)0 l46rJ e as)OJ8Xa Ol spuelUr JO peSpJ9X9 esnods 6ulAlAJnS B ll, '?66~ '~^lnr J8YB JO UQ 6u!^p sluepeoap JO:l 'II 'S 'v 'E '~ ~~~S '\ A\lOH1lJI81S3/l\l3N H1lJI8 ;0 31\10 dIHSNOI1\1l3/l AlJ\lI:JI;3N38 ;0 31'WN 013:J\I S81JelouaU8a 'I (eZiS eLUes e41 jO Sleel.jS reUO!l!ppe 1JeSU1'pepeeu sr 9::Jeds eJOUl jl) Ja410 0 ISnJl 0 II!M )8l 'UJnl9J xe1 941 o. Adoo B l.l:Jene pue lSEUa1U! aJn.nj a41 paleaJO l.lO!4M ~U9wnJlSU! jO edAl a4; M018Q 9leOrpUr '!;lU!elJeO '4~!M pe'4S(lQelsa eq iouueo iuaw'\o(ue pue uo\ssessod uJ SlS9A lS8J81U! eJn;nj 84t ua4M 8)qeo!ldde eq II!M 40!4M xei jO aieJ eLli 8Je4M SlS8J8lU! 9Jn1nj lie JOi pasn aq 0; S! 9lnpaLps S!41 '~86~ 'i:~ Jaqwa::>sa Jays 8UI~P s~uep8oep 10 se~e~se JOt '<IUO e~e{JdoJdde 51 81np84os Sl41 U ~~""2 "\) -Sl- ',-, ~ ?~ \..,.~ dO 31\llS3 COIoO-<..O-I'( !l38WnN 3lld l004S J"^a~ OOS ~.^ol:l ua av xas ~004:J !.N303:J3Q lN301S3't! Nl:::in13l:::i XVl3::JN'Vll"t:l3HNI V'IN'V^lASNN3d.:lO HllV'3MNOl^lV>JOO .- (oo-a) +X3 Lv9~-^3l:::i 3SIII\IOHdll\103 lS3H31NI 3Hmn:J W.::I... OS I. Beneficiaries NAME OF BENEFICIARY Ms. Suzanne B. Clark Constance B. Line Mr. John E. Clark, IV David B. Clark Andrew B. Clark Peggy Sue Sautner Pennsylvania Inheritance Tax Retum Attachment to SCHEDULE M - FUTURE INTEREST COMPROMISE RELATIONSHIP DATE OF BIRTH AGE TO NEAREST BIRTHDAY Daughter Daughter Grandson Grandson Grandson Granddaughter 04-06-1934 12-17-1937 10-07-1957 01-04-1959 01-07-1960 01-11-1958 68 65 45 42 41 43 III. Explanation of Compromise Offer: Elizabeth C. Anderson's will dated June 30, 1986 created a Residuary Trust to be divided into two equal shares, one for each of her daughters, Suzanne B. Clark and Constance B Line (formerly Constance B. Ruby), both of whom survived her. The provisions of each trust are identical, namely, that all of the income be distributed to such daughter along with such amounts of principal as the Trustee deems necessary of desirable. Upon a daughter's death, her trust is to be distributed to her then living issue, per stirpes. Suzanne B. Clark has three children; Constance B. Line has one child. Because of the relatively small size of the trusts for the decedent's daughters, it has been proposed that the trusts be distributed outright to her daughters. Even if the trusts are not terminated during the lifetimes of the decedent's daughters, the only beneficiaries of this estate are lineal descendants. Accordingly, this compromise offer proposes that the assets passing to the trusts under the decedent's Will be taxed at a flat 4.5%. /~- 9~-/I '\, BUREAU Of INOIVlDUAL TAXES INHERITANCE TAX DIYISION DEPT. 280601 HARRISBURG, PA 171Z8-0601 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE NOTICE Of INHERITANCE TAX APPRAISEHENT, ALLOlIANCE OR DISALLOIlANCE Of DEDUCTIONS AND ASSESSHENT Of TAX DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY ACN WENDY FERN COOPER ESQ DOLCHIN ETAL 2005 MARKET ST 24TH F PHILA PA 19103 11-03-2003 ANDERSON 08-04-2002 21 02-0900 CUMBERLAND 101 ".aunt R...1 tted '* REV-li"1 EXiFP (Il-IJ) ElIZABETH C MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 CUT ALONG THIS LINE ... RETAIN LOWER PORTION FOR YOUR RECORDS ~ REV=i5'4j-Elf-AFir-ciiFci3T"NoT"icniF-YNliEiiii'ANcE-,:iiin-ppiAisEMENT,--AL.roiiAiicnfi----------------- DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF ANDERSON ElIZABETH C FILE NO. 21 02-0900 ACN 101 DATE 11-03-2003 TAX RETURN liAS: I X I ACCEPTED AS fILED I CHANGED RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. Re.l Estat. (Schedule AJ 2. Stocks snd Bonds ISchedul. BI 3. Closely Held stock/Partnership Interest (Schedule CJ 4. KortgageslNotes Receivable (Schedule OJ S. C.shlBank Deposits/Misc. Personal Property (Schedule E) 6. ~ointly Owned Property (Schedul. fl 7. Transfers (Schedule G) 8. Total Assets APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expenses/Adm. Costs/Hisc. Expenses (Schedule H) 10. Debts/Mortgage Liabllities/Liens (Schedule Il 11. Tot.l Deductions 12. Net Value of Tax Return 13. Charitabl./&ov.~tal Bequests; Hon-elected 9113 Trusts 14. N.t Value of Estate Subject to Tax NOTE: DATE 05-05-2003 IRIHBER CD002535 INTEREST/PEN PAID (-I .00 III (21 131 (41 (51 161 (7) 191 1101 .00 44.489.94 .00 .00 88.038.74 3.878.69 .00 (BI 25,335.98 1.164.24 (111 1121 1131 1141 (Schedule ,J) .00 X 109,907.15 X .00 X .00 X AHOUNT PAID 4,945.82 TOTAL TAX CREDIT BALANCE OF TAX DUE INTEREST AND PEN. TOTAL DUE I~ an asses..ent was issued previously, lines 14, 15 and/or 16, 17, 18 and reflect figures that include the total o~ ALL returns assessed to date. ASSESSMENT OF TAX: 15. AllOU"It of Line 14 at Spousal rate (1S) 16. A.uunt of Line 14 taxable at Lineal/Class A rate (16) 17. AIIount of Line 14 at Sibling ....t. 117) 18. Amount of Line 14 taxable at Collateral/Class B rate (18) 19. Princ1pal Tax Du. D 00 = 045 = 12 = 15 = (191= NOTE: To insure proper credit to your account, s~lt the upper portion of this for. with your tax p,,_t. 136,407.37 26.';00 :>:> 109,907.15 .00 109,907.15 19 will .00 4,945.82 .00 .00 4,945.82 4,945.82 .00 .68 .68 " If PAID AFTER DATE INDICATED, SEE REVERSE fOR CALCULATION Of ADDITIONAL INTEREST. ( If TOTAL DUE IS LESS THAN $1, NO PAYHENT IS REQUIRED. If TOTAL DUE IS REfLECTED AS A "CREDIT" (CRI, YOU HAY BE DUE A REfUIID. SEE REVERSE SIDE Of THIS fDRH fOR INSTRUCTIONS. I Cumberland County - Register Of Wills Hanover and High Street Carlisle, PA 17013 Phone: (717) 240-6345 Date: 7/08/2004 SLOTKIN MARK I ONE COMMERCE SQUARE 24TH FLOOR 2005 MARKET STREET PHILADELPHIA, PA 19107 RE: Estate of ANDERSON ELIZABETH C File Number: 2002-00900 Dear Sir/Madam: It has come to my attention that you have not filed the Status Report by Personal Representative (Rule 6 12) in the above captioned estate. ' As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES, NO. 103 SUPREME COURT RULES DOCKET NO. 1, for decedents dying on or after July 1, 1992, the personal representative or his counsel, within two (2) years of the decedent's death, shall file with the Register of Wills a Status Report of completed or uncompleted administration. This filing will become delinquent on: 8/04/2004 Your prompt attention to this matter will be appreciated. Thank You. Sincerely, GLENDA FARNER STRASBAUGH REGISTER OF WILLS CC: File Personal Representative(s) Judge Cumberland County - Register Of Wills Hanover and High Street Carlisle, PA 17013 Phone: (717) 240-6345 Date: 7/08/2004 CLARK SUZANNE B 2219 CALLE MARGARITA SAN DIMAS, CA 91773 RE: Estate of ANDERSON ELIZABETH C File Number: 2002-00900 Dear Sir/Madam: It has come to my attention that you have not filed the Status Report by Personal Representative (Rule 6 12) in the above captioned estate. ' As per the AMENDMENTS TO SUPREME COURT ORPHANS, COURT RULES, NO. 103 SUPREME COURT RULES DOCKET NO. 1, for decedents dying on or after July 1, 1992, the personal representative or his counsel, within two (2) years of the decedent,s death, shall file with the Register of Wills a Status Report of completed or uncompleted administration. This filing will become delinquent on: 8/04/2004 Your prompt attention to this matter will be appreciated. Thank You. Sincerely, CC: File Counsel Judge GLENDA FARNER STRASBAUGH REGISTER OF WILLS SUPREME COURT ORPHANS' COURT RULE 6.12 STATUS REPORT BY PERSONAL REPRESENTATIVE DATE OF DEATH: ~'~ ~k{ ~Z0~) ~ WILL NO.: ~2-'k00 '2. - 0 0 C~00 ADMINISTRATION NO.: 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 admix~tration of the estate is complete: YES NO 2.) If the answer is NO, state when the personal representative reasonably believes that the administration will be complete: 3.) If the answer to No. 1 is YES, state the following: a.) Did the personal representative fi l e ~,~.n al account with the Court? YES NO b.) The separate Orphans' Court No. (if any) for the personal representative's account is: c.) Did the personak~presentative state an account informally to the parties in interest? YES NO d.) Copies of receipts, releases, joinders and approvals of formal or informal accounts may be filed with the Clerk of the Orphans' Court and may be attached to this report. I certify under penalty of perjury that the foregoing information is correct to the best of my knowledge, information and belief. ~i GN A~~RE.~~/...~.....~ Date: ADD,SS Capacity: Personal Representative or ~ Counsel- I.D.# £'1 l ~-~"~ TELEPHONE APPENDIX .4: Form 6 - Status Report © Philadelphia Bar Association and Wachovia Bank, National Association Blue Book