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Home My WebLink About11-05-10IN RE: THE MOSHER FAMILY IRREVOCABLE TRUST FRANK A. MOSHER, ANNE CORBIN and EILEEN MOSHER FREEBY, Petitioners v. PAUL M. MOSHER, Respondent IN THE COURT OF COMMON PLEAS CUMBERLAND COUNTY, PENNSYLVANIA ORPHANS' COURT NO: 21-10-1039 PRAECIPE TO ATTACH MIS5ING PAGES TO EXHIBIT D TO THE REGISTER OF WILLS. Please insert the attached missing pages to Exhibit "D" as referenced in the'. answer to Petition for Citation to Account and Citation filed November 4, 2010. Respectfully submitted, CUNNINGHAM & CHERNICOFF, P.C. By B ce J. Warshawsky, Esquire Attorney LD. No. 58799 2320 North Second Street Harrisburg, PA 17110-0457 Telephone: (717) 238-6570 Dated: November 5, 2010 rv o _ ~.' o ,,,~ ~, ~,1, ~7 t ^i ~ , ~ _, ~~ ~~~ 7i ~ - l ^~ '~•~ ta- T?'~1 - W ~.`"~ ~~ ~7 II CERTIFICATE OF SERVICE I, Julieanne Ametrano, Legal Assistant, of the law firm of Cunningham & Cher~i«roff, P.C., hereby certify that a true and exact copy of the PRAECIPE TO ATTACH MISSING PAGES TO EXHIBIT D will be served by electronic means and/or first class U.S. Mail on the folla~ing parties indicated: Ronald L. Finck, Esquire Mette Evans and Woodside PC 3401 North Front Street Harrisburg, PA 17110 By: Date: November 5, 2010 J ieanne Ametrano F:1I-Iome~BJVJIDOCS\SECURITY SAVINGS SYS'fEMS~Praecipe.wpd New York rife -Policy Viewer ' ~OL~CY Policy Number: 44984091 insured: FRANK A MOSHER ! VIRGINIA B MOSHER Policy Date: 08!0311993 Owner. MOSHER FAMILY IRR TRUST DTD 080393 Policy Status: PREM PAY Pian: SURVIVORSHIP WHOLE LIFE Paid to Date: 08!03/2011 Face Amount; 500,000.00 Tax Qualified; NO AD Series : AD089 Praparmd Madifiod Endow: NO On: 11!04/2010 Issue Datm: 08!19/1993 MESSAGES i xJTO :0:~ TP_( 4',ti REQ U~CY 6 TEAM UA(A-:.rltltt~ L;7o«.: 2 'GNtdOT tALCtAATE N(V LCBQ 7 CLASS ACTION EUGt81UTY: 3 'PTD EXCEEUS OPL EFF O'f-REiNU ADJ RE(2 LOLE 8 OPL ANO EYA OR AOR ~ rOgL EFF DATE IS PAST X007 LOIE 9 C]A55 ACT10N RESPONSE. 5 NEti CA5T BAS[5 CALC =GAIN ON LAPSE. !CBI 10 OPi. VAWES - gUMMARY DETAILS Cash Vahre Death 6e»mfit ~, Policy Cash Value: 236,330.00 Policy Death Benefit: i 500,000.00 0 968 2 Paid Up Additions; 2,312.07 ons: Paid Up Addit . , 4PP Rider: OPP Rider: Grose Cash Value: 238,642.07 1-Year Term: Outstanding loan{x} .200,004.09 Term Rider{s}; ' Amt: Loan 1»terest qua: -2,869.04 Gross Oeath Benefit: 502,988.00 Outstanding Loan(u} .200,004.09 Amt: Loan interest Due: -2,869.Oj4 • Accumulated Adjust: 35,325.38 * Accumulated Adjust: 34,748.511 '~ Nst Cash Valve: 71,094:33 Net Death Benefit: 334,841.39 Includes unused premium, premium due, surrender charges, tem~ination dividend, etc. -' May ba subJecf to withholding VALUES Y ACCUMWLATED ADJUSTMENT DETAILS ,~ Cash Vaiut: '' Death Bgnttfit I»crease in CV Of Post•Martem "A" Dividend Paid-up Additions : 41.55 10,058.811 Total Net Annual premium Adjustment P 910 88'X 24 Premium Refund : 27,595.13 r; Mortuary • Renewal , . Pro-rate Divide»d Refund : 7,688.71 CV Accumulated 95,325.39 AB Accumulated Adjust: 34,749.91 Adjust: ' VALtlES -DIVIDEND DETAILS format-on d b~ i ~r ~ry~ 2010 Last An»iv mnAS Available `Max Div d 2,35~.~2 Ymar. last Anniversary 28,507.92 •• Federal Withholding; Dividend: ', 'I Year Tmrm Faces kk State Withholding: Amount: 1 Ymar Term *• Div Net of Withholding: 2,35~.t#2 Premium: https:!lwww.t'ts.newyorklite.contirltYicwer/policyWebRequest.jsp?reyucstNutnber°~4496409 t8tautoSubnlil=tnte(1 1/4120 10 8:40:30 AItiS]! 23ew York Life -Policy Vicw~er Last Dividend 07108/2010 Federail5tate Gain: Activity: Current Dividend Option: PAID UP ADDITIONS Dividend suspense Amount & , Reason: ' As o/ the Prepared On Date shown above "Signed Withholding E/ectlon form needed tc avoid tax withholdings VALUES -POLICY LOAii DETAILS Curs~snF`t,osn inlorma#ton Avr~aj}xWe Loanipi"ormatiort' Outstanding Loan Amt: 200,004.09 * Max Loam Avaiiabtsa: 38,358'.00 Loan interest Due: 2,869.04 •* Federal Withholding; Loan interest Rate; 5.63% ** State Wfthhetding: ** Laan Value Ne# of 38 35t~.00 Loan Type: , Withfiaid: Loan int Paid to pate: 08!03!2010 Last Loan Activity 1 012 112 0 1 0 FederaUState Bain: Oats: C-d-M Loam Repay Amt: "' toaAn intertrat Paid in Csah Year lmown t T ~ / 2010 ( ~ ~ 4 g1 i •., _-. ' As of the Prepared On Date shown Above "Signed Withho/dire Election form needed to avoid tax withholding io car VAl.iiES -CASH VAkt1E DETAYl3 Saae Annualized 37 Ob 03([ Last Anniversary Year; 2010 . , Premium; Last Anniversary 507.82 29 Not Annualized 37,030.Oi0 , OividenrJ: Premium: Prior Year CV increase: 18,000.00 Currant Year CV 17,000.00 increase Total Prbr Year 47,507.92 Increase: VALUE5 - dRTIOPi TO PURCHASE RAID-UP ADDITIONS DETAILS li OPP Values ~I tfotaia Curroraf Year Prior Yesr OPP Premiums Remitted; .00 .00 .Ob OPP Face Amount Purchased: .00 "DPP Cash Value. OPF $tatuat i3)liithle OPP ', OPP Rider Status: ACTIVE OPP Mode: SfNGLE LUMP SUM OPP AD Series: AD089 OPP .00 Premium; OPP Rating: "Maybe subject to withholding 1IAtU~$ - OfaTTONAL RRENlItTM,LOI~N D>;TATlS ~I Eiigihiaa 2 Loans Current OPL interest p 78% Loans; Taken Rate: .. . _~. _... .. .., a.,~ Et"hativa-Oste Peid to fiats ,~- w.. ~`~O''r~igina~ Amount ~ Currant OPL t3alanc Loan Balance: Total Amount Oue: 'Laan interest Due: hops:!'w~ww~.fts.new~yorkiife.cam.Jft~iewerlpolityWehlteryuest;jsp?rCqutstNaambea~44964091&autoSubanit=true[t i/412010 $:40:30 A)U1] New York Life -Policy Viewer VALUES -TAX DETAILS Lapse T~xatfon IMormation ` Fe4leraUSttete Gafn: 54,455.00 Lapse Cost 8asls: .00 Lapse i»formatfan As 08!03/2011 Of: 1nts+t~st on phritNm! At:tumutations _~_-- = -~ Ya_ar Amount. Tax 1MithM~td' - - 2010 ~ .00 ... .... ~ 2009 •May be sub/ect to w/thtrokttng pREMIUtNS -.SUMMARY fJt:TA3LS Premium Mode: ANNUAL Policy Premium: 37,030.00 Partfai POP Amt: Out-ot•Pooket Premlutn: OPP Mode: SINGLE LUMP SUM OPP Premium: .00 A ernes. PREMIUMS -'PERIODIC PAYMtcN1` ARRAMt3>`MEN7` DETAILS T E M E DETAILS aurrsndar TaxPtWn tntottnation- * FederaUState Gain: 117,158.48 Surrender Cost Basis: 149,920.29 1~3lI la:change ?'axation tnlormstlon' •FederaUState Gain: 109,469~7~ 103`$ Exchange Amount: 71,094i3~ 1033 Exchange Cost 71,094;3 Basis: Current POP Status; ««ppp pate: 08/03/2013 Last Pram Activity: 0 710812 0 1 0 Next Bill Data: 08!03!2011 Default Prem Pay Option: State Jurisdiction: PA premium t;uspansa Amount d. Reason: "Based on our current dividend scale, which is not guaranteed, nc out-ol-pocket cash premium payment. is required witty the anniversary date shown. This does NOT make the policy paid-up or reduce the number of premiums that must be paid. Premiums are assumed to be paid by apptication of dividend values. Loan interest due, if any, u assumed to be paid with out-of-pocket cash. A reduction in the current scale couid' require additionat cut-of-pocket cash outlays in future years Po{lay Components Gompanent: BASE PLAN Name: FRANK A MOSHER / VIRGINIA B MOSHER Face Amount: 500,000.00 Date Added: 08/03/1993 issue Age: 89171 ' NON-SMOKER Extra Prem Rating: /NON-SMOKER Pram: 36,950.00 Ending Year: AD Series: AD089 Units: Rider iD: Compone»t: BASE FEES Narne: FRANK A MOSHER / VIRGINIA B MOSHER Face Amount: 500,000.00 pate Added; 08/03/1993 Issue Agr.; 89171 NON-SMOKER Extra Prem Rating: !NON-SMOKER Pram: 80.00 Ending Year: t) S AD089 Unite: Rider ID: PREMIt~M5 - ALTERNA I pramiwr» Mode ~ V QO ~ .Amount -- ANNUAL _ _ ~ 37,030 00~ SEMI-ANNUAL 18,999.00 QUARTERLY 9,630• ~ MONTHLY 3,245.00 ~ NYLAiCOM 3,243.00 1/12TW ANNUAL 3,088.00 PREMIUMS -`CHECK-O-MAT~G DETAIt.S PREMIUMS -'-COMBINED SILt,ING OXTAILS PREfdiUMS - Mt)DII~1EC1 ENIliOWMENT CONTRACT`t3ETAx1S MEC Status; NOT MODIFIED ENDOWMENT hops:iiw~•w.Rs.newyork}ife.com""frc=iewerlpalicyWeb[tequest jsp7requestNumber~44964091&autaSubmit~truc[11!aF2010 8:40:30 A1w1] ~ I _ ~ _ __ __ _ -- New York Life -Policy Viewer 1035 Exchange Status: Date Became a MEC: Mate-iai Change Oats: -=~'--l POLICY IS PAST SEVENTH YEAR -PLEASE CONTACT THE SERVICE CENTER FOR MORE INFORMATION PR~MItJMS - PREMSUM LOAtt DETAIN Default Premium Pay Premium Mod~a: ANNUAL Option. APL Prevision: 2 YEAR APL Expiration date: IIvail'hie Premium Loan to Next Modal Anniversary dvail~i~ln Ant innal prem ium Loan Enformation i - - - _ ~Ethcttve Clate Avaliabla by ppL ,,.-v,~. CAeh uirod~ RI»ence Charge . _ Federal iiain ~~ State Gain ..__ _____ ,_.~. _ _. _ . _ .... _. _ _._. __ _. -00 _. ~~. _v .. .00 ~I I __._. _ -- _ - __ _ PREMILItN5 - pPTION5 DEt"AIL BENEFICIARY DETAILS 08/03/1993 Survivorship Whole Life Insurance -Primary Beneficiary - PAUL M MOSHER AS TRUSTEEIN ACCORDANCE WITH TERMSOF THE MOSHER FAMILYIRREVOCABLE TRUSTDATED AUGUST 3R0', '..1993 ; CLIENT [fETAILB I Part 1 Date: Part !t MEDICAL Part p 06122!1993 Type: Date: Name: MOSHER FAMILY IRR TRUST DTD Raie: PRIMARY OWNER 080393 Client 1D: 0084171.82 HouseHaldlD: 1003120000289492 SSN1Tax ,-,.•4048 DOB: Sek: ID: Address: 258 WINDING WAY Phone: 717-943-9793 BUSINESS CAMP HILL , PA 717-763-0934 HOME 17411-6483 Name: VIRGINIA B MOSHER 1 DECEASED Rale: PRIMARY INSURED Client iD: 006398901 HausetialdtD: SSNtTax ......3240 DOB: 11!19/1922 5e~;!F iD: hops:/Iw~~w.fts.newyarkGfe.camJltviewer/policyWehRequest.,jsp?requestNumber-449640918cautaSubnut-true[ t1J4124I0 8:40:34 Aiu~iJ! _ _ I ___ -- _-, i---~__-__ Accumulation Start 08!0311993 Data: Actua- Amount ~ Quretulattve T-Pay Cumulaitty~ I; rf~iar l A~ount Rernltt-d Annurl 7-Phy umlt ~ ~mIK 41mh __ _--._ .~, 1 __ _ _ 35,710.00 35,710 00 _ 19 478.,0 9,478.00 ~ 2 35,710.00 19,476.00 71,420.00 38,952: ~ ~ ~ ~~ ~' 3 58,428: 107,130.00 35,710.00 19,476.b0 4 _ 35,710.00 19,476.00 142,840.00 77,904. 0 5 35,710.00 19,476.00 178,550.00 97,980 0 g 35,710.00 19,478.00 214 260.00 __ 118,$58. _ .... . ,_._,.. 17 35,710.00 19,476.00 249,970.00 136,832 _._ . __ ~ Premium I Mode ~ Flew Raid ~ to Date ~ . -- Payment Avalfabio by Cash Required 'Rt-gplred j Wen ~. ...___- ~~ ~__.._ __ ..._.. _... _ ___. { New Totd , Loan _ I .. _._,_ ~~ ANNUAL 0810 3120 1 2 _-_ 37,030.00 j _ 37,030 _ ~___.,,.._........,,....; T 49304~5 ~~ SEMI- ANNUAL 02/03/2012 18,999.OO 18,999.00 ~ iC~ ~~ 231,273;51 QUARTERLY .. 11/03/2011 983000 ~~ 9,830.00 ._ .~ 221,804' .........,.,, ......__ __ L5 ~.. MONTHLY 09/0312011 . _. _,._ 3,245.00 ~ ~ _. ~.....__.....~ 3,245.00 215,519;5 '__ Ne~v York Life -Policy Viewer Address: Phone: Nam®• FRANK A MOSHER Roles PRIMARY INSURED Client ID: t~6398900 HauseHaldlD: SSN1Tax ,,.,-..-8888 DOB: 0 210771 9 2 4 Sex: M' I':D: Address: BETHANY VILLAGE Phone: 717-788-1491 HOME 5245 MAGNOLIA CT MECHANIt:SBURG , PA 17055-0000 AGENT DLtTAILS Nnme: JAMES H ARNOLD CLU CHFC Code: 278431 Role: ORIGINAL Status: ACTIVE Percent: 50 phone: 610-722.3300 Exp. t30: VALLEY FORGE GENERAL OFFICE Date: `~ Name: BRET7 J HEINRICHS Cade: 319518 Roie: ORIGINAL Sta#us: RESIGND Percent: 50 Phone: Exp' GO: VALLEY FORGE GENERAL OFFICE Date:. Commission N/A Policy Delivery optiane Receipt Date: 08131/1993 Itups:llww~v.its.newyaklife.catn1ftviewerlpolicyWebRequest.jsp?requestNumbers449b40918catrtoSubmit-mse(I 0412010 8:40:30 AAljvlj ~_T AIew York Life -Policy View<r i ^ Vdues ~' ~ ~~~. Adf. ~i []+ L Lonnt 0 ~] premituns Q PPA ~ntt1: ~' J ~ L:J Q a, o n 0lilitisK BSN 0 8COL3fL https://Knvu~.Rs.newyorklife.comlftviewerJpalicyWeht2egixest.jsp?inquestNumbcr°44964011&autoSubtnitatrue(11I4/2010 8:40:30 r~MiJ __ ~ I._