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HomeMy WebLinkAbout03-0252 Register of Wills of Cumberland County, Pennsylvania PETITION FOR GRANT OF LETTERS Estate of Frances M. Kline No. 21-03-252 also known as , Deceased Social Security No. 182 - 01-4264 Robert C. Said is Petitioner(s), who is/are 18 years of age or older, apply(ies) for: (COMPLETE 'A' or 'B' BELOW) [R] A. Probate and Grant of Letters Testamentary and aver that Petitioner(s) is/are the execut or named in the last Will of the Decedent, dated 06/09/1999 and codicil(s) dated None n/a State relevant circumstances. e.g., renunciation. death of executor, etc. Except as follows. Decedent did not marry, was not divorced, and did not have a child born or adopted after execution of the documents offered for probate; was not the victim of a killing and was never adjudicated incompetent: n/a o B. Grant of Letters of Administration (c.t.a.; d.b.n.c.t.a; pendente lite; durante absentia; durante minoritate) 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: I Name Relationship Residence I (COMPLETE IN ALL CASES:) Attach additional sheets if necessary. Decedent was domiciled at death in Cumber land County, Pennsylvania with his/her last family or principal residence at 1 Longsdorf Way, South Middleton Township, Carlisle, PA 17013 (list street. number. and municipality) Decedent, then R-years of age. died 03/05/2003 at Carlisle Regional Medical Center, PA (Location) Decedent at death owned property with estimated values as follows: (If domiciled in PAl All personal property $ 370,000.00 (If not domiciled in PAl Personal property in Pennsylvania $ (If not domiciled in PAl Personal property in County $ Value of real estate in Pennsylvania $ situated as follows: none 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 a riate form to the undersi ned: ure Robert C. Saidis 26 West Hi h Street, Carlisle, PA 17013 Prepared by the Pennsylvania Bar Association Copyright (c) 1996 form software only CPSystems. Inc. Form RW-1 (1991) /'?- /e;2 9- /0 Oath of Personal Representative Commonwealth of Pennsylvania County of Cumber land 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 representative(s) of <h, D~,d,nt P""'on,,(,1 wnl w,II ,,'" ,,". .dmlnl"" Ih, ~. _ Sworn to or affirmed and subscribed ~ rt C. Saidis before me this -2..l.s..tday of ,~.:J No. 21-03-252 Estate of Frances M. Kline Deceased Social Security No: 182 - 01-4264 Date of Death: 03/05/2003 AND NOW, MARCH 24 2003 ,in consideration of the Petition on the reverse side hereon, satisfactory proof having been presented before me, IT IS DECREED that Letters []] Testamentary 0 Of Administration (c.t.a.; d.b.n.c.t.a.; pendente lite; durante absentia; durante minoritate) are hereby granted to Robert C. Saidis in the above estate and that the instrument(s) dated 06/09/1999 described in the Petition be admitted to probate and filed of record as the last Will of Decedent. FEES L'''~. . . . $ 305.00 ~R2<J'>7J Gfh /.=,-~:y,h~ 8egister OfWiII~~ ~....~ Short Certificate(s). $ 30.00 / Renunciation. $ Attorney: Robert C. Saidis Affidavits () $ 1.0. No: 21458 Saidis, Shuff, Flower & Lindsay Extra Pages ( ). . .. $ 27.00 Address: 2109 Market Street Codicil. $ Camp Hill, PA 17011 JCPFee. $ 10.00 Telephone 717/737-3405 In"nto~ $ ~ ~ Other $ TOTAL. $ 372.00 Prepared by the Pennsylvania Bar Association Copyright (c) 1996 form software only CPSystems.lnc. Form RW-1 (1991) H10'l.RO'i REV <)1F;(1 This is to certifY that the information here given is correctly copied from an original certificate of death duly tiled with me as Local Registrar. The original certificate will be. forwarded to the State Vital Records Office for permanent tiling, WARNING: It is illegal to duplicate this copy by photostat or photograph. Fee for this certificate, $2.00 li..... ~:~~;,~~ p 9190210 MAR 8 2003 No, Date .,' H105.143Rev.2187 COMMONWEALTH OF PENNSYLVANIA. DEPARTMENT OF HEALTH. VITAL RECORDS CERTIFICATE OF DEATH liNT .EHT NAME OF DECEDENT (First MidcIt.. lUll iNJ( " AGE (last Birthdey) UNDER 1 YEAR BlATHPlACE (Clfy af\d Montht r o.y. $!aile Ot FOtfllOn COUMy) 92 v", . ::"'0 s. . COUNTYOFOEATH ~\ . Cumbelt.f.and ..., Ie. DEceDENT'S USUAl OCCUPA11ON SUR\IIYlNQ SPOUSE (~wortl~~~~:2,~ (tf ..... giW ",,1CW1 ,.,.,.. . l1L C.f.elt Stolte l1b. Phaltma ", DECEDENT'S MAlUNG ADORess (SIr". CitylTown. St... Zip Code) PpVlVI-!.yl\lnVlin 17C.[) ....dIcIdlIntllYedirl ~/HIt-'" l1irfrfPo:fflVl 1 Long.6dolt6 Way 11'.Sta'e Old ...... - CaltR..<.-6.f.e, PA 17013 Cumbelt.f.and ...... _? 1,..0 ~~=oI ", 1711, _. FATHER'S NAME (F"QI, MidCIe. L.asll MOTHER'S NAME (f"1l'1l. MidclIe. Maiden SutNn'Mt) II, John R. M.i.Uelt II, UU.i.e Fu.f.melt INFORMANT'S NAME (T yplWPrinQ INFORMANT'S MAlUNQ AOOAESS tSIrMt. QyITown. S&IIe. ZIp Code) Bltad.f.ey C. Knepp 2OIl,202 W. But.e.elt St. Mt. HoU It.i.n -6,PA 17065 METHOD OF CMSPOStTK>N PlAce OF DISPOSITION. Name of Cemetery. Crematory lOC.crtON . CitylTown, StaI.. Zip Code ......1[] c......."" 0 R........... S.... 0 Of CllIlO< PIaeo O""'lSoec"Y' Ea-6t Haltlt.i.-6bultg Cemetelty 21c. -6,PAI7065 5 0.3 2', ... 2.. 21. PART I: Enter the diM..... in;UOH or compt;catiOnl which caUMd 1M cr.ath. 00 nol.nt.r 1M FI'IOde af dying. IIUC1l .. cardiac or rMpiralory arrest. .hoc:I[ Of Ma" failure. lilli: onty ON CIUM on eaCh line. .. ~ , { : , DUE TO (OA AS A CONSEQUENCE OF): I I , DUe TO (OR AS A CONSEOUENCE OF): i .. WERE AlJTOPSV FINDiNGS MANNER OF DEATH DATE OF INJURY TIME OF INJURY INJURY Ia WORK? OESCRI8E HOW INJURY OCCURRED, A\ltJl..ABLE PRIOR TO ~ (Monltl. Day. _.r) COMPlETlON OF CAUSE 0 OF DEATH? N...... Homicide ....0 NoD - Pending InveSllgatlon 0 ....0 No~ 0 o PlACE OF INJURY. AI heme, t.rm. street. f.ctory. omc. .., """'!do Could not be determined building, etc. ~ ..... ." -, CUTIAEAlCh-=k cnty 0Mt -CERTIFYING PHYSlC1AN IPhy5lClflll Cer11fying cauae aA de8th when anccher phySician has pronounced death al'lCl ccmpleted nMl 23) ~ lb.....beetofmyknowllldge.deethoccurreddulllOdwtuus.<.).ndmenMr.. -'-Iltd........................................,......,..... -~NCING AJ.fD CERTIFYINQ PHYSICIAN IPh~n both pronouncing death and ceftifylng toceuse at death) 0 'UJo"3 To tN ~ of My knowtlldge, de.'" accurNCIat the 1,,"-. date. and pllIee. .nd due 10 the ceUU(.).nd m.nner.. ".Ied.. . . .. . . . . . . . . . , .. . . . . . . . . -UEDICAL EXAMINER/CORONER On the baala of examination and/or In".a'lgallon,l" my opinion. death occurred ., the 11m.. da,., and plac.. and due to the cause(.) .nd 0 . 31..,"a"n.,.a sta'ed.. . . . . . . , . . . , . . , . . . . . . . . . . . . . . . . . . . . , . . . . . . . . . . . . . .. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . , 32, REGISTRAR'S SIGN"'URE AND N~ ~ II;).J 1101 OATE F1U::D (Month. 0.'11. _n .....~. ~ \'\ f~ q d-,O()3 3', c2/- CV-~~ " .~-~ ,__" , " t' ,c. .~ .., ;;'~ , ,,~ i . . . . ~" Ii:o"(' . '.\ , ,\\" \' , .,.ke . , ~.,. !I I Ii 'I II , ~ / - D 3 - ;),6,-C::& LAST WILL AND TESTAMENT OF FRANCES M. KLINE I, Frances M. Kline, of the Borough of Mt. Holly Springs, Cumberland County, Pennsylvania, being of sound and disposing mind, memory and understanding, do hereby make, publish and declare this as and for my Last Will and Testament, hereby ~ revoking all other Wills and Codicils heretofore made by me. ~ FIRST K " I direct the payment of debts and of last ~ my expenses my illness and funeral from my estate as soon after my death as conveniently may be done. It is my desire that I be interred in ~\ East Harrisburg Cemetery plot and I authorize personal my my representative to expend funds from my estate in such amount as my personal representative shall consider necessary and desirable for the purchase, erection and inscription of a SAIDIS, suitable marker for my grave. SHUFF & MASLAND SECOND ATTORNEYS.AT.LAW 26 W, High Street I give, devise and bequeath my collection of medallions, Carlisle, P A plates and similar items cast by the Franklin Mint as follows: !I " I I - . (a) The collection of medallions depicting the history of Pharmacy sponsored by the Medical Heritage Society of Chicago, to Richard Gobin and Ann Gobin. (b) My collection of medallions depicting birds, as designed by Gilroy Roberts; my silver plates patterned from Audubon prints of birds; my Christmas plates designed by Norman Rockwell to June K. Rounsley, provided however, if she has not survived me, then to Mark L. Miller. THIRD ~ ( a) I bequeath the sum of THIRTY TOUSAND ($30,000.00) DOLLARS to the MASONIC HOME in Elizabethtown, , ~ Pennsylvania. J (b) I bequeath the sum of TWENTY-FIVE THOUSAND ($25,000.00) DOLLARS to the CINCINNATI UNIT OF THE BURNS CENTER OF THE SHRINE OF NORTH AMERICA. (c) I bequeath the sum of SIXTY THOUSAND ($60,000.00) DOLLARS to the PHILADELPHIA COLLEGE OF PHARMACY AND SCIENCE, Philadelphia, Pennsylvania to establish a SAIDIS, scholarship in the memory of RALPH L. KLINE. SHUFF & MASLAND ATTORNEYS.AT.LAW 26 W. High Street Carlisle, P A 2 I (d) I bequeath the sum of FIFTEEN THOUSAND ($15,000.00) DOLLARS to the HARRIS STREET METHODIST CHURCH, Harris and Susquehanna Streets, Harrisburg, Pennsylvania. (e) I bequeath the sum of THIRTY THOUSAND ($30,000.00) DOLLARS to MT. HOLLY UNITED METHODIST CHURCH, Mt. Holly Springs, Pennsylvania. (f) I bequeath the sum of FIFTEEN THOUSAND ($15,000.00) DOLLARS to COMMUNITY GENERAL OSTEOPATHIC HOSPITAL, Londonderry Road, Harrisburg, Pennsylvania. J (g) I bequeath the sum of TEN THOUSAND ($10,000.00) ~ DOLLARS to the ZEMBO TEMPLE MOSQUE ENDOWMENT FUND. , ~ (h) I bequeath the sum of TEN THOUSAND ($10,000.00) ~! DOLLARS to the HARRISBURG CONSISTORY HERITAGE BUILDERS FUND OF THE HARRISBURG CONSISTORY, ANCIENT ACCEPTED SCOTTISH RITE OF MASONRY. (i) I bequeath the sum of FIVE THOUSAND ($5,000.00) DOLLARS to the CITIZENS FIRE COMPANY of Mt. Holly Springs, Pennsylvania (j ) I bequeath the sum of ONE THOUSAND ($1,000.00) DOLLARS SAIDIS, to the SOCIETY FOR THE PREVENTION OF CRUELTY TO SHUFF & MASLAND ANIMALS, Mechanicsburg, Pennsylvania. ATTORNEYS.AT.LAW 26 W. High Street Carlisle. P A 3 I I . , (k) I bequeath the sum of Five Hundred ($500.00) DOLLARS to be divided equally between the active Cub Pack #170 and act i ve Troop #170 of the BOY SCOUTS OF AMERICA, Mt. Holly Springs, Pennsylvania. (1) I bequeath the sum of FIVE HUNDRED ($500.00) DOLLARS to be divided equally among the active troops of THE GIRL SCOUTS OF AMERICA, (Brownie Troop #501; Junior Troop #508; Cadet Troop #504; and Senior Troop #509 all of Mt. Holly Springs, Pennsylvania) . ~ (m) I bequeath the sum of FIFTEEN THOUSAND ($15,000.00) DOLLARS to the AMELIA S. GIVIN LIBRARY, Mt. Holly )' \. Springs, Pennsylvania. ~ J (n) I bequeath the sum of FIFTEEN THOUSAND ($15,000.00) DOLLARS to the BETHESDA MISSION, Harrisburg, Pennsylvania. (0 ) I bequeath the sum of FIFTEEN THOUSAND $15,000.00) DOLLARS to the SALVATION ARMY, Carlisle, Pennsylvania. (p) I bequeath the sum of TWENTY-FIVE THOUSAND ($25,000.00) DOLLARS to the SHRINE CRIPPLED CHILDREN'S SAIDIS, HOSPITAL, Philadelphia, Pennsylvania. SHUFF & MAS LAND ATIORNEYS.AT.LAW 26 W, High Street Carlisle, P A 4 I , FOURTH I bequeath to each of the following persons the amount set opposite his or her name provided such person survives me by thirty (30) days: (a) LOUISE S. MILLER, 3402 Wedgewood Drive, New Bern, North Carolina 28560, TEN THOUSAND ($10,000.00) DOLLARS. /? J11 ,1-(, ~) :l!:T,R7\,D.JO~ e. rlILLEft, 16 Mclj,Jle Hullow~€~t.., Ba1tiTTJQre, ...Mu.L y 1 and ~.L 234, 'TEN-<'PHOOB1lrNB~'<(~...@r.o-OO-.<.G~~~. .~ (c) (JOHN) DAVID KLINE, (birth 6/15/47) 5830 Memorial Highway, Apt. 1120, Tampa, Florida 33615, TWO THOUSAND ~ ~ ($2,000.00) DOLLARS. ,~J (d) KATHY (KLINE) BROOKS (MRS. ED. BROOKS) (birth 10/22/68) 92229 N. W. 66 Lane, Parkland, Florida 33067-2410, TWO THOUSAND ($2,000.00) DOLLARS. (e) MONA MARIE (SNYDER) ROACH (MRS. DANA W. ROACH) (birth 8/16/37) 623 Camelia Court, Sanford, Florida 32773- 6213, TWO THOUSAND ($2,000.00) DOLLARS. (f) CHARLES A. SNYDER, JR. , (Wife Grace) (birth 8/26/ ) , SAIDIS, 285 W. Main Street, Hummelstown, Pennsylvania 17036, SHUFF & MAS LAND TWO THOUSAND ($2,000.00) DOLLARS. AlTORNEYS.AT.LAW 2.6 W, High Street Carlisle, P A 5 , (g) GENE L. SNYDER (Wife Louise) (birth 7/31/28), Box 215, West Kingston, Rhode Island 02892, TWO THOUSAND ($2,000.00) DOLLARS (h) RICHARD E. SNYDER (Wife Glenice) (birth 11/11/ ) , 422 Route 16, Dover-Foxcroft, Maine 04426, TWO THOUSAND ($2,000.00) DOLLARS. (i) RICHARD E. MILLER (wife Janet) (birth 4/30/47), 1302 Basswood Grove, Ambler, Pennsylvania 19002, TWO THOUSAND ($2,000.00) DOLLARS. ~ (j ) ROBERT F. MILLER (Jr. - but does not use Jr.) (birth ~ 4/22/45) , 3557 Fountain Way, Modesta, California ~ J 95350, TWO THOUSAND ($2,000.00) DOLLARS. (k) MARK L. MILLER (Wife Debbie) (birth 7/11/55), 8179 Glen Burnie, Maryland 21061, TWO Kramer Court, THOUSAND ($2,000.00) DOLLARS. FIFTH (a) I give, devise and bequeath my mans railroad watch to my nephew, MARK L. MILLER. (b) I give, devise and bequeath my antique 50-stone SAID IS, diamond brooch, 3 stone antique diamond ring and the SHUFF & MASLAND antique pocket watch and chain that descended from my ATTORNEYS.AT.LAW 26 W, High Street Great Grandmother, Fannie Cone Fulmer, to my two Carlisle, P A 6 I cousins, MARY JANE GALLAGHER and FRANCES ELIZABETH REYNOLDS to be divided as they shall agree. SIXTH I give, devise and bequeath all the rest, residue and remainder of my estate, whether real, personal, or mixed, of whatever nature and wheresoever situated in the following percentages: 20% to MASONIC HOMES, Elizabethtown, Pennsylvania ~ 20% to CINCINNATI SHRINE BURNS HOSPITAL, Cincinnati, Ohio t.::. 20% to SHRINE CRIPPLED CHILDREN'S HOSPITAL, Philadelphia, ~ Pennsylvania 20% to HARRIS STREET UM CHURCH, Harrisburg, Pennsylvania ~ 20% to MT. HOLLY SPRINGS UM CHURCH, Mt. Holly Springs, Pennsylvania SEVENTH I direct that any and all inheritance, estate and transfer taxes imposed upon my estate passing under this Will or otherwise shall be paid out of the principal of my residuary estate. SAIDIS, SHUFF & MASLAND ATTORNEYS.AT.LAW 26 W. High Street Carlisle. P A 7 , . EIGHTH In addition to the powers conferred by law, I authorize any personal representative acting under this instrument, in his or I i I her absolute discretion: I I I (a) to retain in the form received, or to sell either at I I public sale or private sale any real or personal I I I property; I ! I (b) to manage real estate; I i I J (c) to invest and reinvest in all forms of property , I without being confined to legal investments and i' ~ without regard to the principal or diversification; (d) to exercise any option or rights arising from ownership or investment. NINTH I hereby nominate, constitute and appoint ROBERT C. SAIDIS, ESQUIRE, as Executor of my Last Will and Testament. I direct that no personal representative appointed under this instrument, or otherwise serving, shall be required to give bond for the faithful performance of his or her duties in any jurisdiction. SAID IS, IN WITNESS WHEREOF, I, FRANCES M. KLINE, have hereunto set SHUFF & MASLAND my hand and seal to this my Last Will and Testament, consisting ATTORNEYS.AT.LAW 26 W. High Street of 10 typewritten pages, the first 8 of which bear my signature Carlisle, P A 8 , in the margin for identification, this 9 -;u day of .:::J" tJt , 199~. ~ *J, 7~ Frances M. Kline Signed, sealed, published and declared by the above-named Frances M. Kline, 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 thereto, in the presence of said Testatrix and of each other. ~-). / ~ ADDRESS L" ~ ",-{-'s. ~ ~' Cc~ C-.. (~ 1"", 41:~dA~4~A--ADDRESS /v 6 ,#, ,4'zL~ , / I COMMONWEALTH OF PENNSYLVANIA : : SSe COUNTY OF CUMBERLAND : We, Frances M. Kline, Robert Co Saidis and, Danna Ho Lindenberger the Testatrix and witnesses, SAIDIS, ' 1 h . d h f' h d SHUFF & respectlve y w ose names are slgne to t e oregolng or attac e MASLAND ATTORNEYSoAT-LAW instrument, being first duly sworn, do hereby declare to the 26 w, High Street Carlisle, P A 9 I , I . . . . . undersigned authority that the Testatrix signed and executed the instrument as her Last Will and Testament and that she signed willingly and that she executed as her free and voluntary act for the purposes therein expressed, and that each of the witnesses, in the presence and hearing of the Testatrix signed the Will as witnesses and that to the best of their knowledge the Testatrix was at the time eighteen (18 ) or more years of age, of sound mind and under no constraint or undue influence. il'~ '/JJ1 :1~ L~Kline " Witness --7 ~~ ~' 'i/d4M/ 'it. ~/ ~vV1,,- , w(tness Subscribed, sworn to and acknowledged before me by Frances M. Kline, the Testatrix, and subscribed to and sworn or affirmed to before me by Robert Co Saidis and Danna H 0 Lindenberqer, witnesses, this ~daY of SAIDIS, . SHUFF & MASLAND ATTORNEYSoAToLAW 26 W. Higb Street Carlisle, P A 10 - II 1 ~ ~ =1 Z d):::Vir- ,,000 ~ -< t:S::~~ ~ ~ ~<~~ 00 ~ Il. ;::: ;::: a-:-- ~ ..: .~~C ~ r-r- ~ ~ .~~~ ~ f:j i olJ ~~~~ ~ ~ ~~ &: 0= ~ ~~ :"i ..,0 ~ ~ dlMN\C lI-' Q)_NOO ~ '::::ONoo::t tl)r-"?'9 ..c-("fjr'l - '" ..~~~ l-Il :: as r::- r:- I ~ ~ ~;:::;::: l-Il ?"'C:"'--- -< ~~~~ 00 L.L. - . 1 0- REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYLVANIA CERTIFICATION OF NOTICE UNDER RULE 5.6(A) Name of Decedent: Frances M. Kline Date of Death: March 5, 2003 Will No. 21-03-0252 Admin. No. 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 beneficiary of the above- captioned estate on April 7, 2003. Name Address Richard and Ann Gobin 104 Ladnor Lane, Carlisle, PA 17013 June K. Rounsley 1109 Galway Ct., Hummelstown, P A 17036 Masonic Home One Masonic Dr., Elizabethtown, P A 17022 Cincinnati Unit of the Bums 3229 Burnet Ave., Cincinnati, OH 45229-3095 Center of Shrine ofNA Philadelphia College of 600 S. 43rd, St., Philadelphia, PA 19104-4495 Pharmacy and Science Harris Street United Methodist 250 Harris St., Harrisburg, PA 17102 Church Mt. Holly United Methodist Church 1271 Long's Gap Road, Carlisle, P A 17013 Community General Osteopathic Hospital 4300 Londonderry Rd., Harrisburg, P A Zembo Temple Mosque - 3rd and Division Sts" Harrisburg, P A Endowment Fund Harrisburg Consistory, S.P.R.S.32O 2701 N. 3rd St., P.O. Gox 2423, Harrisburg, PA17105 Citizens Fire Company of 100 Chestnut St., Mt. Holly Springs, P A Mt. Holly Springs 17065 Society for the Prevention of 710 Epply Rd., Mechanicsburg, PA 17055 Cruelty to Animals Boy Scouts of America One Baden-Powell La., P.O. Box 389, Mechanicsburg, P A 17055 Girl Scouts of America 350 Hale Ave., Harrisburg, PA 17104 Amelia S. Givin Library 114 N. Baltimore Ave., Mt. Holly Springs, P A Bethesda Mission P.O. Box 3041, Harrisburg, PA 17105 Salvation Army 20 East Pomfret St., Carlisle, P A 17013 Shrine Crippled Childrens 3551 N, Broad St., Philadelphia, PA 19140 Hospital Louise (Polly) S. Miller 3402 Wedgewood Dr., New Bern, NC 28562 David Kline 5830 Memorial Hwy., Apt. 1120, Tampa, FL 33615 Kathy Brooks 92229 N.W. 66 Lane, Parkland, FL 33067 Mona Marie Roach 623 Camilia Ct., Sanford, FL 32773-6213 Charles A. Snyder, Jr. 285 W. Main St., Hummelstown, P A 17036 Gene L. Snyder Box 215, West Kingston, RI 02892 Richard E. Snyder 510 Milo Rd., Dover-Foxcroft, ME 04426 Richard E. Miller 1302 Basswood Grove, Ambler, PA 19002 Mark Miller 3028 32nd Ave., West, Seattle, W A 98199 Mary Jane Gallagher 14 Whitpain Dr., Ambler, PA 19002 Frances Elizabeth Reynolds C/O Marsha Johnson, 933 Casey Key Rd., Mokomis, FL 34275 Notice has now been given to all persons entitled thereto under Rule 5.6(a) except none Date: /}P1 J. ~J ~oo ') RObLibre 2109 Market Street Camp Hill, P A 17011 (717) 737-3405 Capacity: _ Personal Representative --X- Counsel for Personal Representative cI REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYLVANIA CERTIFICATION OF NOTICE UNDER RULE 5.6(A) REVISED 9G 8 :n Name of Decedent: Frances M. Kline ::: . n: ::s :;" ft) 0- ([! -- '- Date of Death: March 5, 2003 [: c:: ,..'.., 2: I Admin. No. N Will No. 21-03-0252 ;e --> To the Register: W I certify that notice of Estate Administration required by Rule 5.6ti) of the Orphans' Court Rules was served on or mailed to the following beneficiary of the above- captioned estate on May 29,2003. Name Address Richard and Ann Gobin 104 Ladnor Lane, Carlisle, PA 17013 June K. Rounsley 1109 Galway Ct., Hummelstown, P A 17036 Masonic Home One Masonic Dr., Elizabethtown, P A 17022 Cincinnati Unit of the Bums 3229 Burnet Ave., Cincinnati, OH 45229-3095 Center of Shrine ofNA Philadelphia College of 600 S. 43rd, St., Philadelphia, PA 19104-4495 Pharmacy and Science Harris Street United Methodist 250 Harris St., Harrisburg, P A 17102 Church Mt. Holly United Methodist Church~Q~~m~f$lli~~~$.~;~~Mtij~~~~~$.iiiij~~~A~Ait@$. Community General Osteopathic Hospital 4300 Londonderry Rd., Harrisburg, P A Zembo Temple Mosque - 3rd and Division Sts., Harrisburg, P A Endowment Fund Harrisburg Consistory, S.P.R.S.32O 2701 N. 3rd St., P.O. Gox 2423, Harrisburg, PA17105 Citizens Fire Company of 100 Chestnut St., Mt. Holly Springs, P A Mt. Holly Springs 17065 Society for the Prevention of 710 Epply Rd., Mechanicsburg, PA 17055 Cruelty to Animals Boy Scouts of America One Baden-Powell La., P.O. Box 389, Mechanicsburg, P A 17055 Girl Scouts of America 350 Hale Ave., Harrisburg, PA 17104 Amelia S. Givin Library 114 N. Baltimore Ave., Mt. Holly Springs, PA Bethesda Mission P.O. Box 3041, Harrisburg, PA 17105 Salvation Army 20 East Pomfret St., Carlisle, P A 17013 Shrine Crippled Childrens 3551 N. Broad St., Philadelphia, PA 19140 Hospital ~ Louise (Polly) S. Miller 3402 Wedgewood Dr., New Bern, NC 28562 David Kline 5830 Memorial Hwy., Apt. 1120, Tampa, FL 33615 Kathy Brooks 92229 N.W. 66 Lane, Parkland, FL 33067 Mona Marie Roach 623 Camilia Ct., Sanford, FL 32773-6213 Charles A. Snyder, Jr. 285 W. Main St., Hummelstown, P A 17036 Gene L. Snyder Box 215, West Kingston, RI 02892 Richard E. Snyder 510 Milo Rd., Dover-Foxcroft, ME 04426 Richard E. Miller 1302 Basswood Grove, Ambler, P A 19002 Mark Miller 3028 32nd Ave., West, Seattle, WA 98199 Mary Jane Gallagher 14 Whitpain Dr., Ambler, PA 19002 Frances Elizabeth Reynolds C/O Marsha Johnson, 933 Casey Key Rd., Mokomis, FL 34275 Notice has now been given to all persons entitled thereto under Rule 5.6(a) except none Date: 11/11 cJ 7. JwJ 52'k.r~f1,,( ~/ ~ Robert C. aldis, Esquire 2109 Market Street Camp Hill, P A 17011 (717) 737-3405 Capacity: _ Personal Representative ~ Counsel for Personal Representative LAW OFFICES SAlOIS, SHUFF, FLOWER & LINOSA Y A PROFESSIONAL CORPORATION 2109 MARKET sfkrfSJll! CAMP HILL, PENNSYL vM.NIA:W01}, '; ,.. JOHN E, SLIKE TELEPHONE: (717) 737-3405 - FACSIMILE: (717) 737-3457 ROBERT C SAIDIS EMAIL: attomey@ssfl-Iaw,com GEOFFREY S, SHUFF www,ssfl-Iaw,l(9y JUN-5 /110 :sa CARLISLE OFFICE: JAMES D, FLOWER, JR. 26 W, HIGH STREET CAROL J, LINDSAY CARLISLE, PA 17013 MATTHEW J, ESHELMAN t (; t f,'t ~ ~ TELEPHONE: (717)243-6222 KIRK S, SOHONAGE eli/nbc: -" FACSIMILE: (717)243-6486 .vl ;''-~i,'......l THOMAS E. FLOWER LINDSAY GINGRICH MACLAY JACL YN SMITH REPLY TO CAMP HILL June 3, 2003 }( Register of Wills \, Cumberland County Courthouse 1/ , Carlisle, PA 17013 Re: The Estate of Frances M. Kline File No. 21-03-0252 Dear Ladies: Enclosed is a check in the amount of $3, 1 00 representing a discount payment on account of inheritance taxes in the above-referenced matter. Please issue a receipt for the payment at your convenience. Very truly yours, SAIDJS, SHUFF, FLOWER & LINDSAY ~!ef:1: ~te Paralegal /sly Enclosure t Board Certified by the American Board of Certification in Creditors' Rights Representation r . - - -- - - - -":.-~ Law Offices <j;P----;:>' SAlOIS, SHUFF, FLOWER /~r \ J ~~'\ .(). '-- \ & LINDSAY ~jli"';'):\ r) 2109 Market Street S Camp Hill, Pennsylvania 17011 ?-0 ,pr / ~ . \}7/-->' :.; ...",. '--/..- -- .,\ } \j I Register of Wills Cumberland County Courthouse Carlisle, PA 17013 i7013+33S2 ,., - 1111111111111.11111 II I' III "IIIUII,I,II'I,I, II ,11,1.1,11 l.)~ COMMONWEALTH OF PENNSYLVANIA REV-1162 EX(11-96) DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT, 2B0601 HARRISBURG, PA 17128-0601 PENNSYLVANIA RECEIVED FROM: INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT NO. CD 002651 DUPLICATE SAIDIS SHUFF FLOWER & LINDSAY 2109 MARKET STREET CAMP HILL, PA 17011 ACN ASSESSMENT AMOUNT CONTROL NUMBER -------- fold ---------- -------- 101 I $3,100.00 ESTATE INFORMATION: SSN: 182-01-4264 I FILE NUMBER: 2103-0252 I DECEDENT NAME: KLINE FRANCES M I DATE OF PAYMENT: 06/05/2003 I POSTMARK DATE: 06/04/2003 I COUNTY: CUMBERLAND I DATE OF DEATH: 03/05/2003 I I TOTAL AMOUNT PAID: $3,100.00 REMARKS: ROBERT C SAlOIS ESQUIRE SAlOIS SHUFF FLOWER & LINDSAY CHECK# 1001 INITIALS: SK SEAL RECEIVED BY: DONNA M. OTTO DEPUTY REGISTER OF WILLS REGISTER OF WILLS COMMONWEALTH OF PENNSYLVANIA REV-1162 EXI11-96) DEPARTMENT OF REVENUE BUREAU OF INDiVIDUAL TAXES DEPT. 2B0601 HARRISBURG, PA 17128-0601 PENNSYLVANIA RECEIVED FROM: INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT NO. CD 003302 SAlOIS ROBERT C 26 W HIGH STREET CARLISLE, PA 17013 ACN ASSESSMENT AMOUNT CONTROL NUMBER ------.- fold ---------- -------- 101 I $318.39 ESTATE INFORMATION: SSN: 182-01-4264 I FILE NUMBER: 2103-0252 I DECEDENT NAME: KLINE FRANCES M I DA TE OF PAYMENT: 12/03/2003 I POSTMARK DATE: 1 2/01/2003 I COUNTY: CUMBERLAND I DATE OF DEATH: 03/05/2003 I I TOT Al AMOUNT PAID: $318.39 REMARKS: ROBERT C SAlOIS ESQUIRE CHECK# 1033 INITIALS: AC SEAL RECEIVED BY: DONNA M. OTTO DEPUTY REGISTER OF WillS REGISTER OF WILLS 1?-IC2f-/O ( . OFFICIAL USE ONLY REV-1500 EX + (6-00) REV-1500 INHERITANCE TAX RETURN FILE NUMBER COMMONWEALTH OF PENNSYLVANIA 21-03-0252 DEPARTMENT OF REVENUE RESIDENT DECEDENT DEPT. 280601 HARRISBURG, PA 17128-0601 COUNTY CODE YEAR NUMBER DECEDENTS NAME (LAST, FIRST, AND MIDDLE INITIAL) SOCIAL SECURITY NUMBER 0 Kline Frances M. 182-01-4264 E C DATE OF DEATH (MM-DD-YEAR) DATE OF BIRTH (MM-DD-YEAR) lHlS RET\JRN MUST BE FI..ED IN DUPlICA E D o 3o/'0!ti~{) 0 3 07/03/1910 REGISTER OF WILLS E N (IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL) SOCIAL SECURITY NUMBER T X Original Retum 2. Supplemental Retum 3. Remainder Retum (d1' pn Limited Estate 4a. ~~rJrm~rlll!\COmprOmise (date of death after 12-12- 2) 5. Federal Estate Tax Retum Decedent Died Testate 7. BeqetIedt Maintained a Living Trust 1 8. Total Number of Safe Depo - (Attach copy of Will) $fIl8lOlaaS:lpy of Trust) Litigation Proceeds ReceivedD 10. Spousal Poverty Credit D 11. Eiection to tax under See, 9 P NAME C 0 0 Robert C. Saidis R N 2109 Market St. R 0 FIRM NAME (If Applicable) E E Saidis, Shuff, Flower & Lindsa Camp Hill, PA 17011 S N T TELEPHONE NUMBER 1 3 -3405 1 Real Estate (Schedule A) (1) None OFFICIAL USE ONLY 2Stocks and Bonds (Schedule B) (2) 310,454.40 3Closely Held Corporation, Partnership or (3) None Sole-Proprietorship 4Mortgages & Notes Receivable (Schedule D) (4) None R 5Cash, Bank Deposits & Miscellaneous Personal Properly (5) 61,057.01 E (Schedule E) C A 6Jointly Owned Properly (Schedule F) (6) None p I Deparate Billing Requested T 7Jnter-Vivos Transfers & Miscellaneous Non-Probate Properly (7) None U L (Schedule G or L) A T 8:rotal Gross Assets (total Lines 1-7) (8) 371,511.41 I 9Funeral Expenses & Administrative Costs (Schedule H) (9) 20,034.82 0 N 11t>ebts of Decedent, Mortgage Liabilities, & Liens (Schedule I) (10) 8,679.33 1frotal Deductions (total Lines 9 & 10) (11) 28.714.15 1atet Value of Estate (Line 8 minus Line 11) (12) 342,797.26 13::haritable and Governmental Bequests/Sec 9113 Trusts for which an election to tax has not been (13) 318.920.26 made (Schedule J) 1-tiet Value Subject to Tax (Line 12 minus Line 13) (14) 23,877.00 C SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES 0 M T P 1 ~mount of Line 14 taxable at the spousal tax U A T rate, or transfers under Sec, 9116(a)(1 ,2) 0.00 X ,0 0 (15) 0.00 X A 1~mount of Line 14 taxable at lineal rate 0.00 ,0 45 (16) 0.00 T X I 17Amount of Line 14 taxable at sibling rate 0.00 X ,12 (17) 0.00 0 N 1~mount of Line 14 taxable at collateral rate 23,877.00 X ,15 (18) 3 .581. 55 191'ax Due (19) 3,581.55 20. :j;~:::]~:1:f~'~~~::tt~~j1~*iia~:~~~~11~~j~~t1:~1itr.i.4r,itii.~X~t_.. ~~'.~~_. ..~:.. Copyright (c) 2000 form software only The Lackner Group, Inc, Form REV-1500 EX (Rev. 6-00) t Decedent's Complete Address: STREET ADDRESS One Longsdorf Way Cumberland CrossinRs CITY STATE I ZIP I Carlisle PA 17013 Tax Payments and Credits: Uax Due (Page 1 Line 19) (1) 3,581. 55 2Credits/Payments A. Spousal Poverty Credit 0.00 B. Prior Payments 3,100.00 C. Discount 163.16 Total Credits ( A + B + C ) (2) 3,263.16 3JnteresVPenalty if applicable D. Interest E. Penalty TotallnteresVPenalty ( D + E ) (3) 0.00 4Jf Line 2 is greater than Line 1 + Line 3, enter the difference, This is the OVERPAYMENT. Check box on Page 1 Line 20 to request a refund (4) 0.00 5Jf Line 1 + Line 3 is greater than Line 2, enter the difference, This is the TAX DUE. (5) 318.39 A. Enter the interest on the tax due. (SA) 0.00 B. Enter the total of Line 5 + 5A. This is the BALANCE DUE. (5B) 318.39 Make Check Payable to: REGISTER OF WILLS, AGENT PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS 1Did decedent make a transfer and: Yes No a. retain the use or income of the property transferred; . . . . . . . . . . . . . . . . . . . . . . ~ ~ b. retain the right to designate who shall use the property transferred or its income; . . . . . . . c. retain a reversionary interest; or . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . d. receive the promise for life of either payments, benefits or care? . . . . . . . . . . . . . . . . . . 21f death occurred after December 12, 1982, did decedent transfer property within one year of death without receiving adequate consideration? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 0 [!] 3Did decedent own an "in trust for" or payable upon death bank account or security at his or her death? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 0 [!] 4Did decedent own an Individual Retirement Account, annuity, or other non-probate property which contains a beneficiary designation? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 0 [!] IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN. Under penalties of perjury, I declare that I have examined this retum, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct and complete. Oe9.IJlRIlli5" of prep rer other than the personal represenfative is based on all information of which preparer has any knowledge, SIGNATURE OF PEl'! ON R N E FOR FlUNG RETURN Robert C. Saidis 0 2109 Market Street [\ r"t't I () :, A ----------------------------------------------------- Cam Hill, PA 17011 T SIGN Saidis, Shuff, Flower & Lindsay 8 2109 Market St. A ----------------------------------------------------- , , .,.. ... Cam~ Hill, PA 17011. ., T E For dates of death on or after July 1, 1994 and before January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 3% [72 P,S, 9116 (a) (1, 1) (i)], For dates of death on or after January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 0% [72 P,S. 9116 (a) (1, 1) (ii)]. The statute does not exempt a transfer to a surviving spouse from tax, and the statutory requirements for disclosure of assets and filing a tax return are still applicable even if the surviving spouse is the only beneficiary. For dates of death on or after July 1, 2000: The tax rate imposed on the net value of transfers from a deceased child twenty-one years of age or younger at death to or for the use of a natural parent, an adoptive parent, or a stepparent of the child is 0% [72 P,S, 9116 (a) (1,2)], The tax rate imposed on the net value of transfers to or for the use of the decedent's lineal beneficiaries is 4,5%, except as noted in 72 P.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 least one parent in common with the decedent, whether by blood or adoption, Copyright (c) 2000 form software only The Lackner Group, Inc. Form REV-1500 EX (Rev. 6-00) 1 REV-15V3 EX + (1-97) SCHEDULE B COMMONWEALTH OF PENNSYLVANIA STOCKS & BONDS INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER Frances M. Kline SSfI 182-01-4264 03/05/2003 21-03-0252 All property jointly-owned with right of survivorship must be disclosed on Schedule F. ITEM DESCRIPTION UNIT VALUE VALUE AT DATE NUMBER OF DEATH 1 Merrill Lynch investment acct. fl872-52203 containing the following: ML Bank USA, cash 123,412.00 CD Bank Hapoalim, NY, NY 102.049 48,983.52 CD Bank Hapoalim, NY, NY 102.620 50,283.80 1,798 sh. Fulton Financial stock 17.34 31,177.32 1,632 sh. Wachovia Corp. 34.68 56,597.76 TOTAL (Also enter on line 2, Recapitulation) 310,454.40 (If more space is needed, insert additional sheets of the same size) Copyright (c) 1996 lonn software only CPSystems, Inc. Fonn REV-1503 EX (Rev. 1-97) REV-15tJa EX + (1-97) SCHEDULE E COMMONWEALTH OF PENNSYLVANIA CASH, BANK DEPOSITS, & MISC. INHERITANCE TAX RETURN PERSONAL PROPERTY RESIDENT DECEDENT ESTATE OF FILE NUMBER Frances M. Kline SS1f 182-01-4264 03/05/2003 21-03-0252 Include the proceeds of litigation and the date the ~roceedS were received by the estate, All property jointly-owned with the right of survivorship must be disclosed on Schedule . ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1 PNC Bank, checking acct. #5140186639 56,330.87 2 Capital Blue Cross, refund of premium 189.14 3 Dept. of Revenue, 2002 income tax refund 193 . 00 4 Personal property, based on sale prices 467.00 5 Inlaid wood lingerie chests (2), antique 230.00 6 Cane back rocking chair, antique 85.00 7 Jewelry - based on appraisal 3,562.00 (see attached) TOTAL (Also enter on line 5, Recapitulation) $ 61,057.01 (If more space is needed, insert additional sheets of the same size) Copyright (cl 1996 lpnn software only CPSystems. Inc. Fonn REV-1S08 EX (Rev, 1-97) REV-1511 EX + (1-97) SCHEDULE H COMMONWEALTH OF PENNSYLVANIA FUNERAL EXPENSES & INHERITANCE TAX RETURN ADMINISTRATIVE COSTS RESIDENT DECEDENT ESTATE OF FILE NUMBER Frances M. Kline SSif 182-01-4264 03/05/2003 21-03-0252 Debts of decedent must be reported on Schedule I. ITEM NUMBER DESCRIPTION AMOUNT A. UNERAL EXPENSES: Hollinger Funeral Home 8,100.90 B. DMINISTRATIVE COSTS: 1. Personal Representative's Commissions 9,930.00 Name of Personal Representative(s) Robert C. Saidis Social Security Number(s) / EIN Number of Personal Representative(s) 25-1694606 Street Address 2109 Market Street City Camp Hill State ~ Zip 17011 Year(s) Commission Paid: 2003 2. Attomey's Fees 3. Family 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 4. Probate Fees Register of Wills 372.00 5. Accountant's Fees 6. Tax Retum Preparer's Fees 7. Other Administrative Costs The Sentinel, estate notice 105.53 Cumberland Law Journal, estate notice 75.00 Register of Wills, short certificates 6.00 Register of Wills, filing fee for tax return 15.00 PNC Bank, check fee 48.80 UPS Store, shipping of items to beneficiaries 848.59 INA, search for heirs 150.00 PNC Bank, service charges 40.00 PNC Bank, safe deposit box rent 18.00 Munn's Diamonds, appraisal and research of jewelry 325.00 TOTAL (Also enter on line 9, Recapitulation) $ 20,034.82 (If more space is needed, insert additional sheets of the same size) Copyright (c) 1996 form software only CPSystems. Inc. Form REV-1511 EX (Rev. 1-97) REV-151~ EX + (1-97) SCHEDULE I COMMONWEAlTH OF PENNSYLVANIA DEBTS OF DECEDENT, INHERITANCE TAX RETURN MORTGAGE liABiliTIES, AND liENS RESIDENT DECEDENT ESTATE OF FILE NUMBER Frances M. Kline SSfI 182-01-4264 03/05/2003 21-03-0252 Include unreimbursed medical expenses. ITEM NUMBER DESCRIPTION AMOUNT 1 Carlisle Regional Medical Center 185.62 2 Cumberland Crossings 8,005.00 3 Alert Pharmacy 59.35 4 Carlisle Imaging, medical expense 20.86 5 Saidis, Shuff, Flower & Lindsay, attorney fees for services as attorney-in-fact prior to death 408.50 TOTAL (Also enter on line 10, Recapitulation) $ 8,679.33 (If more space is needed, insert additional sheets of the same size) Coovriaht (e) 1996 form software only CPSystems. Inc. Form REV-1512 EX (Rev. 1-97) REV-1513 EX + (g-OO) SCHEDULE J COMMONWEALTH OF PENNSYLVANIA BENEFICIARIES INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER Frances M. Kline SSff 182 - 01-4264 03/05/2003 21-03-0252 RELATIONSHIP TO DECEDENT AMOUNT OR SHARE NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY Do Not List Trustee(s) OF ESTATE I. AXABLE DISTRIBUTIONS [include outright spousal distributions, and transfers under Sec. 9116(a}(1.2}] 1 Louise S. Miller niece 10,000.00 3402 Wedgewood Dr. New Bern, NC 28562 2 Frances Elizabeth Reynolds cous in jewelry valued c/o Marsha Johnson at 1,781. 00 933 Casey Key Rd. Mokomis, FL 34275 3 Mary Jane Gallagher cousin jewelry valued 14 Whitpain Dr. at 1,781.00 Ambler, PA 19002 4 Mona Marie Roach niece 2,000.00 623 Camilia Ct. Sanford, FL 32773-6213 ENTER DOLLAR AMTS. FOR DISTRIBUTIONS SHOWN ABOVE ON LN, 15 THRU 18 AS APPROPRIATE ON REV 1500 COVER SHEET II. NON-TAXABLE DISTRIBUTIONS: A. SPOUSAL DISTRIBUTIONS UNDER SEC. 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE :i. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS Total of Continuation Schedule(s) 318,920.26 TOTAL OF PART II - ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV 1500 COVER SHEET $ 318,920.26 (If more space is needed, insert additional sheets of the same size) Copyright (e) 2000 form software only The Lackner Group, Inc. Form REV-1513 EX (Rev. 9-00) . Estate of: Frances M. Kline Soc See 11: 182-01-4264 Date of Death: 03/05/2003 Continuation of Schedule J, Part I (Taxable Bequests) Item Name and Address of Beneficiary Relationship Amount or 11 Share of Estate 5 Kathy Kline Brooks great niece 2,000.00 12231 NW 30th Manor Sunrise, FL 33323 6 Mark Miller nephew 2,000.00 3028 32nd AVe., West plus tables at Seattle, WA 98199 230.00 7 Richard E. Miller nephew 2,000.00 1302 Basswood Grove plus cane ehai r Ambler, PA 19002 at 85.00 8 John David Kline great nephew 2,000.00 4237 Augusta Drive Crown Point, IN 46307 9 Richard and Ann Gobin friends items adeemed 104 Ladnor Lane Carlisle, PA 17013 10 June K. Rounsley friend items adeemed 1109 Galway Ct. Hummelstown, PA 17036 Estate of: Frances M. Kline Sac Sec 11: 182-01-4264 Date of Death: 03/05/2003 Continuation of Schedule J, Part II-B (Charitable and Governmental Bequests) Item Description Amount or 11 Share of Estate 1 Masonic Home 30,000.00 One Massonic Dr. 9,384.05 E1izabethtown , PA 17022 in residue 2 Cincinnati Unit of the Burns Center 25,000.00 Shriners Hospitals for Children 9,384.05 C/O Thomas R. Vrecenak in residue P.O. Box 31356 Tampa, FL 33631-3356 3 University of the Sciences in Phila. 60,000.00 Office of Institutional Advancement 600 South 43rd St. Philadelphia, PA 19104 4 Harris Street United Methodist Church 15,000.00 250 Harris St. 9,384.05 Harrisburg, PA 17102 in residue 5 Mt. Holly United Methodist Church 30,000.00 202 W. Butler St. 9,384.05 Mt. Holly Springs, PA 17065 in residue 6 Community General Osteopathic Hospital 15,000.00 4300 Londonderry Rd. Harrisburg, PA 17101 7 Zembo Temple Mosque Endowment Fund 10,000.00 2801 N. 3rd St. Harrisburg, PA 17110-2083 8 Harrisburg Consistory Heritage Builders Fund 10,000.00 of the Harrisburg Consistory, S.P.R.S. 32 degree 2701 N. 3rd St. Harrisburg, PA 17105-2423 9 Citizens Fire Company of Mt. Holly Springs 5,000.00 100 Chestnut St. Mt. Holly Springs, PA 17065 10 Society for the prevention of Cruelty to Animals 1,000.00 710 Eppley Road Mechanicsburg, PA 17055 Estate of: Frances M. Kline Soc Sec II: 182-01-4264 Date of Death: 03/05/2003 Continuation of Schedule J, Part II-B (Charitable and Governmental Bequests) Item Description Amount or if Share of Estate 11 Cub Pack 11170 and Troop 11170 of the Boy Scouts of America 500.00 c/o Keystone Area Council BSA One Baden-Powell Lane Mechanicsburg, PA 17055 12 Brownie Troop 11501, Junior Troop 11508, Cadet Troop 11504 and 500.00 Senior Troope 11509 of the Girl Scouts of America Hemlock Girl Scout Council 350 Hale Ave. Harrisburg, PA 17104 13 Amelia S. Givin Library 15,000.00 114 N. Baltimore Ave. Mt Holly Springs, PA 17065 14 Bethesda Mission 15,000.00 P.O. Box 3041 Harrisburg, PA 17105 15 Salvation Army 15,000.00 440 W. Nyack Rd., P.O. Box C-635 West Nyack, nY 10994-1739 16 Shriners Hospitals for Children 25,000.00 P.O. Box 31356 9,384.06 Tampa, FL 33631-3356 in residue -------------- 318,920.26 . COpy LAST WILL AND TESTAMENT OF FRANCES M. KLINE I, Frances M. Kline, of the Borough of Mt. Holly Springs, Cumberland County, Pennsylvania, being of sound and disposing mind, memory and understanding, do hereby make, publish and declare this as and for my Last Will and Testament, hereby revoking all other Wills and Codicils heretofore made by me. ~ "~ FIRST .~ I direct the payment of my debts and expenses of my last J illness and funeral from my estate as soon after my death as conveniently may be done. It is my desire that I be interred in 'i"'. ' \\ .j East Harrisburg Cemetery plot and I authorize personal my my representative to expend funds from my estate in such amount as my personal representative shall consider necessary and desirable for the purchase, erection and inscription of a SAIDIS, suitable marker for my grave. HUFF & MASLAND SECOND ~17ORNEYS.AT.LA w !6 W. High Street I give, devise and bequeath my collection of medallions, Carlisle; PA plates and similar items cast by the Franklin Mint as follows: I . (a) The collection of medallions depicting the history of Pharmacy sponsored by the Medical Heritage Society of Chicago, to Richard Gobin and Ann Gobin. (b) My collection of medallions depicting birds, as designed by Gilroy Roberts; my silver plates patterned from Audubon prints of birds; my Christmas plates designed by Norman Rockwell to June K. Rounsley, provided however, if she has not survived me, then to Mark L. Miller. THIRD "'~~ (a) I bequeath the sum of THIRTY TOUSAND ($30,000.00) ~,. DOLLARS to the MASONIC HOME in Elizabethtown, I' ~ Pennsylvania. ~ (b) I bequeath the sum of TWENTY-FIVE THOUSAND ~ ($25,000.00) DOLLARS to the CINCINNATI UNIT OF THE r\~ .. \-: J BURNS CENTER OF THE SHRINE OF NORTH AMERICA. ( c) I bequeath the sum of SIXTY THOUSAND ($60,000.00) DOLLARS to the PHILADELPHIA COLLEGE OF PHARMACY AND SCIENCE, Philadelphia, Pennsylvania to establish a SAID IS, scholarship in the memory of RALPH L. KLINE. HUFF & v:lASLAND TTORNEYS.AT'LAW 6 W, High Street Carlisle, PA 2 . (d) I bequeath the sum of FIFTEEN THOUSAND ($15,000.00) DOLLARS to the HARRIS STREET METHODIST CHURCH, Harris and Susquehanna Streets, Harrisburg, Pennsylvania. (e) I bequeath the sum of THIRTY THOUSAND ($30,000.00) DOLLARS to MT. HOLLY UNITED METHODIST CHURCH, Mt. Holly Springs, Pennsylvania. (f) I bequeath the sum of FIFTEEN THOUSAND ($15,000.00) DOLLARS to COMMUNITY GENERAL OSTEOPATHIC HOSPITAL, Londonderry Road, Harrisburg, Pennsylvania. t (g) I bequeath the sum of TEN THOUSAND ($10,000.00) ":~ \- DOLLARS to the ZEMBO TEMPLE MOSQUE ENDOWMENT FUND. )'. , '" (h) bequeath the of ($10,000.00) ~ I sum TEN THOUSAND 'l> DOLLARS to the HARRISBURG CONSISTORY HERITAGE ~ ~ BUILDERS FUND OF THE HARRISBURG CONSISTORY, ANCIENT ~,~ '\ ACCEPTED SCOTTISH RITE OF MASONRY. (i) I bequeath the sum of FIVE THOUSAND ($5,000.00) DOLLARS to the CITIZENS FIRE COMPANY of Mt. Holly Springs, Pennsylvania . (j ) I bequeath the sum of ONE THOUSAND ($1,000.00) DOLLARS SAIDIS, to the SOCIETY FOR THE PREVENTION OF CRUELTY TO HUFF & MASLAND ANIMALS, Mechanicsburg, Pennsylvania. .1TORNEYS.AT'LAW ~6 W. High Street Carlisle, P A 3 . (k) I bequeath the sum of Five Hundred ($500.00) DOLLARS to be divided equally between the active Cub Pack #170 and active Troop #170 of the BOY SCOUTS OF AMERICA, Mt. Holly Springs, Pennsylvania. (I) I bequeath the sum of FIVE HUNDRED ($500.00 ) DOLLARS to be divided equally among the active troops of THE GIRL SCOUTS OF AMERICA, (Brownie Troop #501; Junior Troop #508; Cadet Troop #504; and Senior Troop #509 all of Mt. Holly Springs, Pennsylvania) . J (m) I bequeath the sum of FIFTEEN THOUSAND ($15,000.00) DOLLARS to the AMELIA S. GIVIN LIBRARY, Mt. Holly J'- \. Springs, Pennsylvania. ~ ~ (n) I bequeath the sum of FIFTEEN THOUSAND ($15,000.00) l DOLLARS to the BETHESDA MISSION, Harrisburg, ~ Pennsylvania. \.,.) (0) I bequeath the sum of FIFTEEN THOUSAND $15,000.00) DOLLARS to the SALVATION ARMY, Carlisle, Pennsylvania. (p) I bequeath the sum of TWENTY-FIVE THOUSAND ($25,000.00) DOLLARS to the SHRINE CRIPPLED CHILDREN'S SAIDIS, HOSPITAL, Philadelphia, Pennsylvania. HUFF & ~ASLAND rroRNEYS-AT'LAW 6 W. High Street Carlisle. PA 4 . FOURTH I bequeath to each of the following persons the amount set opposite his or her name provided such person survives me by thirty (30) days, '~I'~) ~I (~ J : (a) LOUISE S. MILLER,' 3402 Wedgewood Drive, New Bern, North Carolina 28560, TEN THOUSAND ($10,000.00) DOLLARS. .> /' (;~ J'n,1,. ~) :S:LR~R S. Mr~~-MapTe-M'or-row'~Courtr--Balt.imQ:re, -Mary-I a~1.'"'2:;4~-'''TEN.THOUB:A:NE>--(-$-1-O-r-OO_0-" 0 O--)~~DOLLA-RS . ,.J (JOHN) DAVID KLINE, (birth 6/15/47) 5830 Memorial Highway, Apt. 1120, Tampa, Florida 33615, TWO THOUSAND ...... .. F-~ &. ($2,000.00) DOLLARS. ~ \ BROOKS) ~ ./d) KATHY (KLINE) BROOKS (MRS. ED. (birth '\~ 10/22/68) 92229 N. W. 66 Lane, Parkland, Florida ($2,000.00) .33067-2410, TWO THOUSAND DOLLARS. (e)~ONA MARIE ( SNYDER) ROACH (MRS. DANA W. ROACH) (birth 8/16/37) 623 Camelia Court, Sanford, Florida 32773- ~ 6213, TWO THOUSAND ($2,000.00) DOLLARS. ,Q,~ ~~'() CHARLES A. SNYDER, JR. , (Wife Grace) (birth 8/26/ ) , SAIDIS, 285 W. Main Street, Hummelstown, Pennsylvania 17036, HUFF & ~ASLAND TWO THOUSAND ($2,000.00) DOLLARS. ,1TORNEYS.AT'[.A W ,6 W. High Street Carlisle. PA 5 I . . ~ ~\y f~J GENE L. SNYDER (Wife Louise) (birth 7/31/28), Box 215, West Kingston, Rhode Island 02892, TWO THOUSAND ($2,000.00) DOLLARS < RICHARD E. SNYDER (Wife GleniceJ (birth 11/11/ ), 422 \,;~; VV . ~ Route 16, Dover-Foxcroft, Maine 04426, TWO THOUSAND ($2,000.00) DOLLARS. \'J'~~ ( i ) RICHARD E. MILLER (wife Janet) (birth 4/30/47) , 1302 Basswood Grove, Ambler, Pennsylvania 19002, TWO I THOUSAND ($2,000.00) DOLLARS. ROBERT F. MILLER (Jr. - but does not use Jr.) (birth , 4/22/45) , 3557 Fountain Way, Modesta, California ~ f 95350, TWO THOUSAND ($2,000.00) DOLLARS. (k) MARK L. MILLER (Wife Debbie) (birth 7/11/55), 8179 "'\)' ",,7 Kramer Court, Glen Burnie, Maryland 21061, TWO THOUSAND ($2,000.00) DOLLARS. FIFTH (a) I give, devise and bequeath my mans railroad watch to my nephew, MARK L. MILLER. . (b) I give, devise and bequeath my antique 50-stone SAIDIS, diamond brooch, 3 stone antique diamond ring and the HUFF & vfASLAND antique pocket watch and chain that descended from my lTORNEYS.AT.LAW 6 W, High Street Great Grandmother, Fannie Cone Fulmer, to my two Carlisle. P A 6 . cousins, MARY JANE GALLAGHER and FRANCES ELIZABETH REYNOLDS to be divided as they shall agree. SIXTH I give, devise and bequeath all the rest, residue and I remainder of my estate, whether real, personal, or mixed, of whatever nature and wheresoever situated in the following percentages: I 20% to MASONIC HOMES, Elizabethtown, Pennsylvania ,J 20% to CINCINNATI SHRINE BURNS HOSPITAL, Cincinnati, Ohio ....\i' )' 20% to SHRINE CRIPPLED CHILDREN'S HOSPITAL, Philadelphia, ~ Pennsylvania 20% to HARRIS STREET UM CHURCH, Harrisburg, Pennsylvania ,\\, 20% to MT. HOLLY SPRINGS UM CHURCH, Mt. Holly Springs, '~ Pennsylvania SEVENTH I direct that any and all inheritance, estate and transfer taxes imposed upon my estate passing under this Will or otherwise shall be paid out of the principal" of my residuary estate. SAID IS, HUFF & \fASLAND ,ITORNEYS.AT.LAW ~6 W. High Street Carlisle, P A 7 I , . EIGHTH In addition to the powers conferred by law[ I authorize any personal representative acting under this instrument [ in his or her absolute discretion: (a) to retain in the form received[ or to sell either at public sale or private sale any real or personal property; (b) to manage real estate; (c) to invest and reinvest in all forms of property ,~ without being confined to legal investments and \.J '5'- ~' without regard to the principal or diversification; (d) to exercise any option or rights arising from ownership or investment. NINTH I hereby nominate[ constitute and appoint ROBERT C. SAIDIS[ ESQUIRE[ as Executor of my Last Will and Testament. I direct that no personal representative appointed under this instrument [ or otherwise serving [ shall be required to give bond for the faithful performance of his or her duties in any jurisdiction. SAIDIS, IN WITNESS WHEREOF, I [ FRANCES M. KLINE [ have hereunto set HUFF & viAS LAND my hand and seal to this my Last Will and Testament [ consisting TTORNEVS.AT.LAW 6 W. High Street of 10 typewritten pages [ the first 8 of which bear my signature Carlisle, PA 8 . . , In the margin for identification, this 9 -;u day of .::r" tJt , 1991. t9:' / ') . /2r~ -J7?, 7~ Frances M. Kline Signed, sealed, published and declared by the above-named Frances M. Kline, 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 thereto, in the presence of said Testatrix and of each other. ---=::;-.~ ~ t'k-.J/ -' , ,'. /'~-<---Z----' ADDRESS Z v (...oJ i+S ~ ~ , L) /. C::.c<.-..- c:.., {& r" #c (. /,/ ' . " /1/ /, L 4lt;Xl.ll.....r]l/f. .<itJ<. MI./j{A_.ADDRESS ,f I " ~ / :If' ..., ~.-'7 . . /-'/ ' :/ .~ - .'/ / ,) (~ ,',. /'! ';!i'..i?;;!;~1 :1fi/2.!:::2I ,~.<1//, "~' ,/" ' ~ ./ ,J"., .- "".~ ' . . .' .' ? v/ ,/?;../).........,..:.t (.. /..ff. I' 5 ;' v.ir'... . .. , COMMONWEALTH OF PENNSYLVANIA : : 58. COUNTY OF CUMBERLAND : We, Frances M. Kline, Robert C. Saidis and, Danna H. Lindenberger the Testatrix and witnesses, SAlOIS, , 1 h . d h f' h d HUFF & respectlve y w ose names are slgne to t e oregolng or attac e \1ASLAND ,TTORNEVS.AT.LAW instrument, being first duly sworn, do hereby declare to the :6 w. High Street Carlisle, P A 9 , , undersigned authority that the Testatrix signed and executed the instrument as her Last Will and Testament and that she signed willingly and that she executed as her free and voluntary act for the purposes therein expressed, and that each of the witnesses, in the presence and hearing of the Testatrix signed the Will as witnesses and that to the best of their knowledge the Testatrix was at the time eighteen (18) or more years of age, of sound mind and under no constraint or undue influence. ,.:J. '7JJ ~ ;1~-4.;t..l. i.-/~U4 Fran~. Kline //- K /" I ~ ~.-' '/ Witness /? /' g/ /.Y 'J ti/ ...--. f./" . '-." . ~-;., A'-'-..-?:A., ~..,.. /7., .,,-'; //7;i{/(,;{--dJ ('/j/....:,-'-f/tJi-. ,::Lyt-' . , witness Subscribed, sworn to and acknowledged before me by Frances M. Kline, the Testatrix, and subscribed to and sworn or affirmed to before me by Robert C. Saidis and Danna H. Lindenberqer, witnesses, this ~~daY of . SAIDIS, , PfJWC Ci:,~1;;_~:.su:; ..:;:; ~)~-~v, ':::4.,1 E!~ I l'IJl CO.. "A HUFF & 'M'1 CG~\1'~1Jl::):\~:~ :-~.~:;'~'~R~.t. ~~~~Jf;;En 1a,~ v:lASLAND ~~~ . TTORNEYS.AT.Li\W 6 W. High Street Carlisle. PA 10 Private Client Group , , , 214 Senate Avenue Post Office Box 0810 Camp Hill, Pennsylvania 17001-0810 7179754600 Office r~~' 800 937 0735 Toll Free FAX 717 975 4663 ~. - . ~ M81'rill Lynch May 30, 2003 Shelby L. Yingling, Estate Paralegal Saidis, Shuff, Flower & Lindsay 2109 Market Street Camp Hill PA 17011 RE: The Estate of Frances M. Kline Date of Death 03/05/2003 Merrill Lynch Account 1872-52203 Dear Ms. Yingling: With reference to the above captioned account, I am listing below March 5, 2003 date of death values: 1,632 shares WACHOVIA CORP NEW (Cusip '929903102) 34.980 High .5 4.L ,"; 34.370 Low 34.780 Close 1,887 shares FULTON FINANCIAL CORP (Cusip '360271100) 17.476 High (1- !'-j 17.200 Low 17.438 Close 48,000 Certificate of Deposit (Cusip ,062512NXO) Bank of Hapoa1im New York 3.60% due 08/18/2005 102.049 Bid "i--,,:: !n[I),';i\aiicr: ::;~t forth herein was vhtainer; iron! 'i~.Tr'::e'; '.,yhi'.::h ',\Ie beJ!eve '(eliable. fJut h"e do not ;':' ~';.:-"" . (".::ur.:-;cy. [--'elt;.;?,. ~ht: j11fo(mat~o;:. :;L,;:,~i_,_::: <{(ij":=s,",eCl, c-r:DstHutes a ~:;,Jlj;::ltati(}n ~;jrClE::':e (jr ,,:?i,~ '::of ~~IT" ';ecLiritle.'3 D( ."-jr:t~(.~ k, Private Client Group . , 214 Senate Avenue Post Office Box 0810 Camp Hill, Pennsylvania 17001-0810 717 975 4600 Office t~ 800 937 0735 Toll Free FAX 717 975 4663 l),. ;~ Merrill Lynch Shelby L. Yingling May 30, 2003 Page Two 49,000 Certificate of Deposit (Cusip ,062512NM6) Bank of Hapoalim New York 4.00% due 07/17/2006 102.620 bid Merrill Lynch Bank Deposit Program (Cusip '990286916) Money Market Fund $123,412.00 Should you require any additional information, please feel free to give me a call. SinCere~ ~th M. MacGee Registered Client Associate for Parker H. Kuhns II EMM:mee enc: Letter of Authorization Client Relationship Agreement "he iilfOnDi;;Un]1 set torth herein "Nas obtaiii.,:'d from ;:;U:'C::;S 'N("li,::h Wf; oeUeve reJiahie. r::ut h'e do net :~L;~r",i1(:::e ~ts :<:curac.y. Neith.er the !nL,y;:.~atio;l. ":C1" ell:" ;:;~pressed, ,..:rmsUtute,'"' ;J s,-jE~-ir{l1"inr: " :il~ :-:lfCl'!as<2 or sale of 3ilV ',;e'::'.l,:-:tjes or -- 'w:c,!tie' ,int'?c1 in US/. , , Estate of Frances Kline Items for Estate Appraisal: 1. Lady's Elgin Wristwatch; mechanical movement, serial #35186655. Case is 10k yellow rolled gold plate, attachment band and clasp Ilk gold filled. In running condition, Fair Market Value...... ............ ...$ 175.00 2. Lady's Onyx and Diamond Ring; (3) round single cut diamonds *.01 ct. each, *.03 cttw" white gold stone setting trim, 14k yellow gold shank 2,5 dwt. Fair Market Value.,.... ,.,.., ...... ...$ 95,00 3. Diamond Solitaire Ring: (l)Round shape diamond *,69 ct, VSI2 Clarity G Color, l4kyellow gold ring 1.0 dwt.,white gold plate-setting. Inside engraving KLF - FEM 7-3-37 Fair Market Value...,.......,... ...,..$ 850.00 4, Diamond Cluster PinlPendant: (49)Old Mine Cut Diamonds: various minor carat weights *(.03 to .09 ct.) Three major stones *(.14,.15,.3lct.) Qaulities range SI2- VSIl Clarity-G to I Color. Total Carat Weight *3.66 cttw. Mounting is 14k yellow 6.3 dwt, pin attachment stamped lOk. Chain is 20 inch gold filled cable link. Fair Market Value..,...,.. ,.,..., ....$1,400,00 *Carat weights estimated by volumetric formula based on measurement No stone removal. Graded as mounting pennits. October 2, 2003 Christopher C, Munn . , Estate of Frances Kline Items for Estate Appraisal: 5. Franklin Mint Commemorative Coin pendant: Bicentennial edition 3.2 dwt., .500 fine gold, yellow, 12k yellow gold filled chain. Fair Market Value...... ...",.'.... ...$ 50.00 6. Wedding ring; plain, polished:finish. 3.8mm width, 4.3 dwt. l4k yellow gold. Size 9, Fair Market Value... ... .,. .,. ...... ",$ 40.00 7. Wedding Ring; plain, polished finish, l.3mm width, .3 dwt., 14k white gold. Size 9.5. Fair Market Value,.,...... ...... ......$ 5.00 8. Turquoise and diamond ring: (2)Old Mine Cut round shape diamonds, *.19 cttw. VS2 Clarity/GH Color, (l5)Round cabochan 1.8mm each turquoise (one missing) 18kyellow gold 2.8 dwt. Size 6 % Fair Market Value... ...... ... ,,. ,..,,$ 120,00 *Carat weights estimated by volumetric formula based on measurement. No stone removal. Graded as mounting pennits. October 2, 2003 Christopher C, Munn . , , . Estate of Frances Kline Items for Estate Appraisal: 9. Three Diamond Ring: major round shape *.45 ct. 8I2 Clarity H Color, minor *.16 ct 8Il-G, minor *.18 ct SIl-F. 14kyellow Gold 2.5 dwt. Size 6 % Total carat weight: *.79 two Fair Market Value... ,.. ......... ...".$ 295.00 10, Emblematic ring: Blue Lodge insignia with black enameling, 10k Yellow gold 2.4 dwt. Size 5. Fair Market Value... ... ". ... ... ... ",$ 35.00 11. Simulated Pearl Ring: (3 )simulated pearls in a IOk yellow gold ring mounting, 2.1 dwt. Size 10, Fair Market Value". ".." ""...".,.$ 25.00 12, Pocketwatch: Arnold Adams & Co, Mechanical lever wind 3 hand with an 18k solid back lid, Interior dust cover engraved with; Patent. Lever Full Jewelled, Hands. No. 34644. Arnold Adams & Co. London, Dial shows running horse. Roman numeral. Minute sub-dial. Chain and fob gold plate. Fair Market Value........"""." ...$ 450.00 13. Consistoty Ring, blank. (stone removed) 4.4 dwt. Fair Market Value..."."....", "...$ 22.00 *Carat weights estimated by volumetric formula based on measurement. No stone removal, Graded as mounting permits, October 2, 2003 1/)//1/ ~ 3 f)'(.;,,%. t,; (I I _.~ } Christopher C. Munn ,J,/t!; l' 1> ~- " BU ROWE. AU 1538L ,VI"~! t ." ?no" . , . " ,I EN . AU lO92L 08 . AU 2276L R. D. 4, Box 353 · Carlisle, PA 249.2677 - 249-1978 Auction Is Action Call "ROWE"For Satisfaction May 5, 2003 TO: Robert Saidis Attorney 26 West High Street Carlisle,Pa. 17013 FR: Benny E. Rowe Auctioneer/Appraiser 2505 Ritner Highway Carlisle, Pa. 17013 RE: Frances Kline Estate Personal Property Appraisal. Rocker, Cane Back & Seat, Mixed Wood. $ 85.00 (2) Lingerie Chest,S Drawer, $115.00 Ea. 230.00 TOTAL $ 315.00 ~~ . -~_._-.. Benny E. . . . . o PNCBAN< May 7, 2003 Robert C. Saidis 2109 Market Stre~ Camp Hill, P A 17011 RE: Estate of Frances M. Kline, deceased SSN: 182-01-4264 000: 3/5/2003 Dear Mr. Saidis: In response to your request for Date of Death balances for the custom(.."(' noted above. our records show the following: Checking Act:ount Account #5140186639 R..tab1ished 07/01/1965 FRANCES M KLINE DOD balance: $56,330.87 + $0.00 accrued interest Safe Deposit Boll.: #856 Established 07/2V1999 FRANCES M KLINE Located: MOUNT HOLLY BRANCH 2 WEST PINE ST. MT. HOLLY SPRINGS P A 17065 717-486-3416 Please note that this office only provides date of death balances for deposit accounts (IRAs, CDs, Checking and Savings accounts). We do not process any financi2d transactions or provide statements. If you need assistance with any of these items, please call 1-888-PNC-BANK (1-888-762-2265) or stop by your local PNC Bank branch office. Sincerely, GifJ@lllh ~ RachelIe Wells 1-800-762-1775 P7 -PFSC-04-F 500 first Ave. Pittsburgh P A 152 J 9 Member FDIC TOTnL F'. 01 . . . . at ~~~~~!~~~~nd 8IueSh~~Assoc~tion HARRISBURG, PA 17177 CHECK NUMBER 272787 THE ESTATE OF AGREEMENT NUMBER FRANCES KLINE 182014264 C/O ROBERT SAIDIS ESQ 2109 MARKET STREET CAMP HILL PA 17011-4723 ************************* EXPLANATION OF REFUND ************************* PERIOD OF REFU~D - FROM: 03/15/2003 TO: 04/15/2003 REFUND REASON: CANCELLED DECEASED TYPE OF COVERAGE: REFUND AMOUNT: BLUE CROSS $189.14 TOTAL REFUND AMOUNT: $189.14 APR 0 92003 ~.. ROWE'S AUCTION SERVICE (RH 79L) Bill Rowe (AU 1538L) 2505 Ritner Highway · Carlisle, PA Bob Rowe (AU 2276L) Ben Rowe (AU 1092L) 249-2677 697 -4 794 249-1978 Dave Rowe (AU 2295L) Auction Is Action Call "Rowe" For Satisfaction SELLERS NAME I2d0~ + S i.<.'.L ()', <.. ,_ ~"'~ DATE lj/7/ tJ .3 - \ , I ADDRESS ";b ~,. \-\".u ~...~\ :"1 1"'- PHONE ~ :3 -1, 2.--z...",,- ' {... - OTHER (ti vl.- ,'1 \ L. "".::( P.. r-~~... ('7 Ol~ AUCTIONEER % , - '~' ..... AUCTION DA TE/LOCA TION CLERK % DESCRIPTION OF MERCHANDISE <.:;:-' ,~" l ( i'~( i..,- ' ~L' __". (2 ~\.~~, , ~) \-'- f l ( ,,'\(\I'\..'- r:::J ~ C....--- \ ',- ~ I Commission the A~tioneers to sell the merchandise to the highest bidder by Public Auction. Merchandise to be sold as is & grouped as necessary to obtain bids. I certify that I am the owner or authorized represen- tative of the merchandise, goods and or piopertyand have good title and the right to sell and that they are free from all incumbrances. I agree to accept all responsibility for providing merchantable title and for delivery of title to the purchaser. I agree to hold harmless the Auctioneers against any claims of the nature referred to in this agreement. AUCTION SIGNATURE SELLERS SIGNATURE Total Sales (Clerking Tickets Attached) $ ,I...l. h f I o\...) Less Sale Expense: ../. ""2- S, r ~Commission Auctioneer $ I /p.J? aU ,~\ ~~ \ {(/ .,. ., (. 11\.'-'(;. . % Comnrission' . . $ OTHER: "OT AL SALE EXPENSE DEDUCTED $ SELLERS NET $ ';;:: {\,..\ { (5l) '-..-0"" .' ..~~~~':J....,~~:'.2;.'7.t..~:,e- ..,,- ," SELLERS SIGNATURE AUCTION SIGNATURE r - "',--.. '"'_. ...', ,. SAIDIS c2//()y.- ;!5cZ SHUFF, FLOWER &. LINDSAY ATTORNEYS.AT.LAW 2109 Market Street Camp Hill, PA 17011 TO: Register of Wills Cumberland County Courthouse Carlisle, P A 17013 I / OFFICIAL USE ONLY REV-1500 EX + (6-00) REV-1500 INHERITANCE TAX RETURN FILE NUMBER COMMONWEALTH OF PENNSYLVANIA 21-03-0252 DEPARTMENT OF REVENUE RESIDENT DECEDENT DEPT. 280601 COUNTY CODE HARRISBURG, PA 17128-0601 YEAR NUMBER DECEDENTS NAME (LAST, FIRST, AND MIDDLE INITIAL) SOCIAL SECURITY NUMBER 0 Kline Frances M. 182-01-4264 E C DATE OF DEATH (MM-DD-YEAR) DATE OF BIRTH (MM.DD.YEAR) 1lI1S RETURN MUST BE AlED IN DUPlICA E 0 0~'!1'JIPU03 07/03/1910 REGISTER OF WILLS E N (IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL) SOCIAL SECURITY NUMBER T 1. Original Retum ~ 2. Supplemental Retum _~ 3. Remainder Retum (da - pn CAPB _ 4. Limited Estate 4a. ~~r~r~~~~[e~\ Compromise (date of death after 12-12- 2) 5. Federal Estate Tax Retum HpRL - X 6. Decedent Died Testate _ 7. Beqeiledt Maintained a Living Trust JL. S. Total Number of Safe Depo EplO - CRAC (Attach copy of Will) (l4OOclimopy of Trust) KOTK 09. Litigation Proceeds ReceivedO 10. 0 11. ES Spousal Poverty Credit Eiection to tax under Sec. 9 (\jllllA)f death between 12-31-91 and 1-1-95) (Attach Sch 0) ,..:....jtf!i$..$~e'TJQNMY$;r;...pe.~Q'MP~e&Q;:~~.IQ'IRe~NQeNIe'.I.~FiQeN[ti~~::jt';Q;'.'I.NFQRM~miQN~HQQ~Q;'Qe:Qi.l~e'TEP:::jt<>~".:.."", P NAME COMPLETE MAILING ADDRESS C 0 0 Robert C. Saidis R N R 0 FIRM NAME (II Applicable) 2109 Market St. E E Saidis, Shuff, Flower & Lindsay Camp Hi 11 , PA 17011 S N T TELEPHONE NUMBER 717/737 -3405 1Real Estate (Schedule A) (1) None OFFICIAL USE ONLY 2Stocks and Bonds (Schedule B) (2) None 3Closely Held Corporation, Partnership or (3) None Sole-Proprietorship 4Mortgages & Notes Receivable (Schedule D) (4) None R 5Cash, Bank Deposits & Miscellaneous Personal Property (5) 47,417.28 E (Schedule E) C A 6Jointly Owned Property (Schedule F) (6) None p I Deparate Billing Requested T 7Jnter-Vivos Transfers & Miscellaneous Non-Probate Property (7) None U L (Schedule G or L) A T SIotal Gross Assets (total Lines 1-7) (S) 47,417.28 I 9Funeral Expenses & Administrative Costs (Schedule H) (9) 63.18 0 N 1lOebts of Decedent, Mortgage Liabilities, & Liens (Schedule I) (10) None 11Total Deductions (total Lines 9 & 10) (11) 63.18 1l!1et Value of Estate (Line 8 minus Line 11) (12) 47,354.10 1J::haritable and Governmental Bequests/Sec 9113 Trusts for which an election to tax has not been (13) 47,354.10 made (Schedule J) 141et Value Subject to Tax (Line 12 minus Line 13) (14) 0.00 C 0 SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES M T P 1 ~mount of Line 14 taxable at the spousal tax U A T rate, or transfers under Sec, 9116(a)(1 ,2) 0.00 X .0 0 (15) 0.00 X A 16Q.mount of Line 14 taxable at lineal rate 0.00 ,0 45 (16) T X 0.00 I 0.00 - 0 17Amount of Line 14 taxable at sibling rate X ,12 (17) 0.00 N 180.mount of Line 14 taxable at collateral rate 0.00 X .15 (1S) 0.00 19Tax Due (19) 0.00 20. n 1....Q~~q~.~~~..!f!:OCq~.~~l3..~..~~~~!,.~.:~.~~~~~.~~.~..~~$~~A!,(~~NJ1..m ,....,...,..................,.:'..........,.."..i........:,..,..,...:,',.....::...'.".......::~~...Qi.~.lIJi.!;tQ.ji8meBf:~~.:~~e$[tIQN$.QNR.~Mlil~~::$'~Qi..i8Q.!!i<>BJ;Q"'g~~:.M~1:H,.:.,:<.,~"..::,',.,.......,..,...," Copyright (c) 2000 form software only The Lackner Group, Inc. Form REV-1500 EX (Rev. 6-00) Decedent's Complete Address: STREET ADDRESS One Lon sdorf Wa Cumberland Crossin s CITY STATE ZIP Carlisle PA 17013 Tax Payments and Credits: 1Jax Due (Page 1 Line 19) (1) 0.00 2Credits/Payments A. Spousal Poverty Credit B. Prior Payments C. Discount Total Credits ( A + B + C ) (2) 0.00 3Jnterest/Penalty if applicable D. Interest E. Penalty Total Interest/Penalty ( D + E) (3) 0.00 4Jf Line 2 is greater than Line 1 + Line 3, enter the difference, This is the OVERPAYMENT. Check box on Page 1 Line 20 to request a refund (4) 0.00 SJf Line 1 + Line 3 is greater than Line 2, enter the difference, This is the TAX DUE. (5) 0.00 A. Enter the interest on the tax due, (SA) 0.00 B. Enter the total of Line 5 + SA, This is the BALANCE DUE. (SB) 0.00 Make Check Payable to: REGISTER OF WILLS, AGENT ::::,'~'t'~i~~':~~~:~~~!!f!~:~"!~:b~t6WI!~~:'~U~~fj6!~!~':'~Y:!~Li61'~~,,~~:\;:~!,!w'l~m~A:~m~~g~d~:~:I~~~~~6!~~;!::'!"!' 1Did decedent make a transfer and: Yes No a. retain the use or income of the property transferred; . . . . . . . . . . . . . . . ~ ~ b. retain the right to designate who shall use the property transferred or its income; c. retain a reversionary interest; or . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . d. receive the promise for life of either payments, benefits or care? . . . . . . . . . . . . . . . . . . 211 death occurred after December 12, 1982, did decedent transfer property within one year of death without receiving adequate consideration? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 0 []] 3Did decedent own an "in trust for" or payable upon death bank account or security at his or her death? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 0 []] 4Did decedent own an Individual Retirement Account, annuity, or other non-probate property which contains a beneficiary designation? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 0 []] IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN. Under penalties 01 pe~ury, I declare that I have examined this retum, inciuding accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct and complete. Declaration of pre parer other than the personal representative is based on all infonnation 01 which preparer has any knowledge, SIGNATURE OF PERSON RESPONSIBL FOR FILING RETURN Robert C. Saidis i ( g f 0(( D () 2109 Market Street A ----------------------------------------------------- 1... Camp Hill, PA 17011 T SIGNATURE OF PREPARER OTHER THAN REPRESENTATIVE Saidis, Shuff, Flower & Lindsay 8 2109 Market St. A ----------------------------------------------------- Camp Hill, PA 17011 T E For dates of death on or after July 1, 1994 and before January 1, 1995, the tax rate imposed on the net value of transfers to or forthe use of the surviving spouse is 3% [72 P.S, 9116 (a) (1,1) (i)], For dates of death on or after January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 0% [72 P,S. 9116 (a) (1,1) (ii)], The statute does not exempt a transfer to a surviving spouse from tax, and the statutory requirements for disclosure of assets and filing a tax return are still applicable even if the surviving spouse is the only beneficiary, For dates of death on or after July 1, 2000: The tax rate imposed on the net value of transfers from a deceased child twenty-one years of age or younger at death to or for the use of a natural parent, an adoptive parent, or a stepparent of the child is 0% [72 P,S, 9116 (a) (1,2)], The tax rate imposed on the net value of transfers to or for the use of the decedent's lineal beneficiaries is 4.5%, except as noted in 72 P ,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 least one parent in common with the decedent, whether by blood or adoption, r:nnvrinht (/,,:) ~ooo fonn SioftwafP. onlv ThA L;:IcknAr Gmuo. Inc. Form REV-1S00 EX (Rev. 6.0m REV-1508 EX + (1-97) SCHEDULE E COMMONWEALTH OF PENNSYLVANIA CASH, BANK DEPOSITS, & MISC. INHERITANCE TAX RETURN PERSONAL PROPERTY RESIDENT DECEDENT ESTATE OF FILE NUMBER Frances M. Kline SS# 182-01-4264 03/05/2003 21-03-0252 Include the proceeds of litigation and the date the woceedS were received by the estate. All property jointly-owned with the right of survivorship must be disclosed on Schedule . ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1 Commerce Bank, CD 11100291 20,000.00 2 Commerce Bank, CD #100446 27,293.95 accrued interest 123.33 TOTAL (Also enter on line 5, Recapitulation) $ 47,417.28 (If more space is needed, insert additional sheets of the same size) CODvnoht (cl 1996 form software on Iv CPSvstems. Inc. Fnrm REV-150S EX {R~v 1-Rn REV-1511 EX + (1-97) SCHEDULE H COMMONWEALTH OF PENNSYLVANIA FUNERAL EXPENSES & INHERITANCE TAX RETURN ADMINISTRATIVE COSTS RESIDENT DECEDENT ESTATE OF FILE NUMBER Frances M. Kline SSif 182-01-4264 03/05/2003 21-03-0252 Debts of decedent must be reported on Schedule I. ITEM NUMBER DESCRIPTION AMOUNT A. UNERAL EXPENSES: B. ~DMINISTRATIVE COSTS: 1. Personal Representative's Commissions Name of Personal Representative(s) Social Security Number(s) / EIN Number of Personal Representative(s) Street Address City State Zip - Year(s) Commission Paid: 2. Attorney's Fees 3. Family 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 4. Probate Fees 5. Accountant's Fees 6. Tax Return Preparer's Fees 7. Other Administrative Costs UPS, cost to ship jewelry to heirs 60.18 short certificate 3.00 TOTAL (Also enter on line 9, Recapitulation) $ 63.18 (If more space is needed, insert additional sheets of the same size) Copyright (c) 1996 form software only CPSyslems. Inc. c............. RJ:'V_11;,11 CY tn_.. .. n..." REV-1513 EX + (9-00) SCHEDULE J COMMONWEALTH OF PENNSYLVANIA BENEFICIARIES INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER Frances M. Kline SSfF 182-01-4264 03/05/2003 21-03-0252 RELATIONSHIP TO DECEDENT AMOUNT OR SHARE NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY Do Not List Trustee(s) OF ESTATE I. AXABLE DISTRIBUTIONS [include outright spousal distributions, and transfers under Sec. 9116(a)(1.2)J ENTER DOLLAR AMTS, FOR DISTRIBUTIONS SHOWN ABOVE ON LN, 15 THRU 18, AS APPROPRIATE ON REV 1500 COVER SHEET II. NON-TAXABLE DISTRIBUTIONS: A. SPOUSAL DISTRIBUTIONS UNDER SEC, 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE a. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS 1 Cincinnati Unit of the Burns Center equal share of Shriners Hospitals for Children residue c/o Thomas R. Vrecenak P.O. Box 31356 Tampa, FL 33631 0.00 TOTAL OF PART 11- ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV 1500 COVER SHEET $ 0.00 (If more space is needed, insert additional sheets of the same size) C:onvrinht ie\ 2000 form ~()ftwArA nnlv Thp. I Ar.knAr r.irntrn. Inr. COnn" REV-1513 EX IRo" Q_nm Estate of: Frances M. Kline Soc Sec II: 182-01-4264 Date of Death: 03/05/2003 Continuation of Schedule J, Part II-B (Charitable and Governmental Bequests) Item Description Amount or II Share of Estate 2 Masonic Home equal share of One Massonic Dr. residue Elizabethtown, PA 17022 3 Harris Street United Methodist Church equal share of 250 Harris St. residue Harrisburg, PA 17102 4 Mt. Holly United Methodist church equal share of 202 W. Butler St. residue Mt. Holly Springs, PA 17065 5 Shriners Hospitals for Children Tampa, FL 33631-3356 equal share of -------------- 0.00 . Commerce ~Bank~ January 5, 2004 Saidis, Shuff, Flower & Lindsay A Professional Corporation 2109 Market St Camp Hill, PA 17011 RE: Estate of: Frances M Kline Social Security #: 182-01-4264 Date of Death: March 5, 2003 Dear Sir/Madam: In reference to the letter regarding the above mentioned Estate, we would like to inform you of the information that we have researched and found. Type: Time Deposit Account #: 100291 Date Opened: 12/22/95 Primary Owner: Frances M Kline Power of Attorney: Robert C Saidis Date of Death Balance: $20,000.00 Interest checks mailed monthly. Type: Time Deposit Account #: 100446 Date Opened: 12/20/00 Primary Owner: Frances M Kline Date of Death Balance: $27,293.95 Accrued Interest: $123.33 If there are any questions or additional information that is needed, please feel free to contact me at (717) 795-7118 ext. 3151. Sincerely, W0Jr\OA ~ ~ [Yl~ Commerce Bank / Harrisburg, NA Wanda J. Morris P,O. Box 8599 elF Team Leader 100 Senate Avenue Camp Hill, Pennsylvania 17001-8599 COMMONWEALTH OF PENNSYLVANIA '* / BUREAU OF INDIVIDUAL TAXES DEPARTMENT OF REVENUE INHERITANCE TAX DIVISION DEPT. 280601 NOTICE OF INHERITANCE TAX HARRISBURG, PA 17128-0601 APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX REY-1541 EX AFP (OI-OSI DATE 01-27-2004 ESTATE OF KLINE FRANCES M DATE OF DEATH 03-05-2003 FILE NUMBER 21 03-0252 COuNTY CUMBERLAND ROBERT C SAIDIS ACN 101 SAIDIS ETAL I Allount Rellitted I 2109 MARKET ST CAMP HILL PA 17011 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=is4-j-EX--AFP--foY:03Y-NO'TYCE--OF-YNHEifiTAifcE-'TAX-A-PPRA-isEirENT~--Aii-oWANCE-OR-------------- --- DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF KLINE FRANCES M FILE NO. 21 03-0252 ACN 101 DATE 01-27-2004 TAX RETURN WAS: (X) ACCEPTED AS FILED ( ) CHANGED RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. Real Estate (Schedule A) (1) .00 NOTE: To insure proper 2. Stocks and Bonds (Schedule B) (2) 310,454.40 credit to your account, 3. Closely Held Stock/Partnership Interest (Schedule C) (3) .00 subllit the upper portion 4. Mortgages/Notes Receivable (Schedule D) (4) .Op of this forll with your S. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (S) 61,057.01 tax paYllent. 6. Jointly Owned Property (Schedule F) (6) .Op 7. Transfers (Schedule G) (7) .00 8. Total Assets (8) 371,511.41 APPROVED DEDUCTIONS AND EXEMPTIONS: 20,034.82 9. Funeral Expenses/Adll. Costs/Misc. Expenses (Schedule H) (9) 10. Debts/Mortgage Liabilities/Liens (Schedule I) nO) 8.679.33 11. Total Deductions (11) 28.714 15 12. Net Value of Tax Return (2) 342,797.26 13. Charitable/Governllental Bequests; Non-elected 9113 Trusts (Schedule J) (3) 318,920.26 14. Net Value of Estate Subject to Tax (4) 23,877.00 NOTE: I~ an assessment was issued previously, lines 14, 15 and/or 16, 17, 18 and 19 will re~lect ~igures that include the total o~ ~ returns assessed to date. ASSESSMENT OF TAX: lS. Allount of Line 14 at Spousal rate US) .00 X 00 = .00 16. Allount of Line 14 taxable at Lineal/Class A rate (16) .00 X 045 = .00 17. Allount of Line 14 at Sibling rate (7) .00 X 12 = .00 18. Allount of Line 14 taxable at Collateral/Class B rate (18) 23,877.00 X 15 = 3,581. 55 19. Principal Tax Due (19)= 3,581. 55 tAX CREDITS: n .. ..... . ..----. . l+J AMOUNT PAID DATE NUMBER INTEREST/PEN PAID (-) 06-04-2003 CD002651 163.16 3,100.00 12-01-2003 CD003302 .00 318.39 TOTAL TAX CREDIT 3,581.55 BALANCE OF TAX DUE .00 INTEREST AND PEN. .00 TOTAL DUE .00 IE IF PAID AFTER DATE INDICATED, SEE REVERSE ( IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED. ~ FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DU A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.) ~~ RESERVATION: Estates of decedents dying on or before December lZ, 198Z -- if any future interest in the estate is transferred in possession or enjoyment to Class B (collateral) beneficiaries of the 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 (collateral) rate on any such future interest. PURPOSE OF NOTICE: To fulfill the requirements of Section Z140 of the Inheritance and Estate Tax Act, Act Z3 of ZOOO. (7Z P.S. Section 9140). PAYMENT: Detach the top portion of this Notice and submit with your payment to the Register of Wills printed on the reverse side. --Make check or money order payable to: REGISTER OF MILLS, AGENT REFUND (CR): A refund of a tax credit, which was not requested on the Tax Return, may be requested by completing an "Application for Refund of Pennsylvania Inheritance and Estate Tax" (REV-1313). Applications are available at the Office of the Register of Wills, any of the Z3 Revenue District Offices, or by calling the special Z4-hour answering service for forms ordering: 1-800-36Z-Z050; services for taxpayers with special hearing and I or speaking needs: 1-800-447-30Z0 (TT only). DBJECTIONS: 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 within sixty (60) days of receipt of this Notice by: --written protest to the PA Department of Revenue, Board of Appeals, Dept. Z810Z1, Harrisburg, PA 171Z8-10Z1, OR --election to have the matter determined at audit of the account of the personal representative, OR --appeal to the Orphans' Court. ADMIN- ISTRATIVE CORRECTIONS: Factual errors discovered on this assessment should be addressed in writing to: PA Department of Revenue, Bureau of Individual Taxes, ATTN: Post Assessment Review Unit, Dept. Z80601, Harrisburg, PA 171Z8-0601 Phone (717) 787-6505. See page 5 of the booklet "Instructions for Inheritance Tax Return for a Resident Decedent" (REV-1501) for an explanation of administrativelY correctable errors. DISCOUNT: If any tax due is paid within three (3) calendar months after the decedent's death, a five percent (5%) discount of the tax paid is allowed. PENALTY: The 15% tax amnesty non-participation penalty is computed 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. INTEREST: Interest 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, 198Z bear interest at the rate of six (6%) percent per annum calculated at a daily rate of .000164. All taxes which became delinquent on and after January 1, 198Z will 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 Z003 are: Interest Daily Interest Daily Interest Daily Year Rate Factor Year Rate Factor Year Rate Factor ............. ............. 198Z ZO% .000548 1987 9% .000Z47 1999 7% .00019Z 1983 16% .000438 1988-1991 11% .000301 ZOOO 8% .000Z19 1984 11% .000301 199Z 9% .000Z47 ZOOl 9% .000Z47 1985 13% .000356 1993-1994 7% .00019Z ZOOZ 6% .000164 1986 10% .000Z74 1995-1998 9% .000Z47 Z003 5% .000137 --Interest is calculated as follows: INTEREST = BALANCE OF TAX UNPAID X NUKBER OF DAYS DELINQUENT X DAILY 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. I I I , , Bstatea/Kline/AcCT/6/11/04 IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA ORPHANS' COURT DIVISION FIRST AND FINAL ACCOUNT OF ROBERT C. SAIDIS, ESQUIRE, EXECUTOR FOR THE ESTATE OF FRANCES M. KLINE NO. 21-03-0252 Date of Death: March 5, 2003 Date of Executor's Appointment: March 24,2003 First Complete Advertisement of Grant of Letters: April 22, 2003 Accounting for the Period: April 4, 2003 to May 27, 2004 Purpose of Account: Robert C, Saidis, Executor, offers this account to aCquaint interested parties with the transactions that have occurred during his administration, The account also indicates the proposed distribution of the estate. It is important that the account be carefully examined, Requests for additional information or questions or objections can be discussed with: Robert C. Saidis, Esquire Saidis, Shuff & Masland 2109 Market Street SAIDIS nqulll:) Camp Hill, PA 17011 SHUFF, FLOWER '..1 ' >jIG:) & LINDSAY [717J 737-3405 AITORNEYS.AToU.W 2109 Market Street 6(: Ed 6- d3S \10. Camp Hill, PA :na:j J..1 u'let! II I SUMMARy Proposed Distribution to Beneficiaries $113,735.15 Page No, PRINCIPAL: Receipts 3 $419,399.40 Net Gain on Sales 3 21,851.69 Less Disbursements 4 35,817,14 Distributions to Beneficiaries 5 295,877.00 Principal Balance Remaining $109,556,95 INCOME: Receipts 6 4,255,87 Less Disbursements 6 77.67 Distributions to Beneficiaries 7 0.00 Income Balance Remaining 4,178,20 Combined Balance Remaining $113,735.15 SAIDIS SHUFF, FLOWER & LINDSAY AlTORNEYS.AT.LAW 2109 Market Street CiIlTlp Hill, PA 2 PRrNCrPAL RECErPTS Per copy of Inventory attached $419,100.36 Deposit to PNC account subsequent to death 299.04 TOTAL PRrNCrPAL RECErPTS $419,399.40 GArN OR LOSS ON SALE Gain Loss 08/15/03 Sale of Bank Hapoalim, NY CD, 49,000 at 102,155 Proceeds of sale 50,206.66 Inventory Value 50,283,80 77.14 08/15/03 Sale of Bank Hapoalim, NY CD, 48,000 at 102,053 Proceeds of sale 49,112.84 Inventory Value 48,993,52 119,32 08/18/03 Sale of 1798 shares Fulton Financial at 20.41 Proceeds of Sale 38,521.67 7,344,35 Inventory Value 31,177,32 08/18/03 Sale of 1632 shares Wachovia Corp. at 43,55 Proceeds of Sale 71,062,92 Inventory Value 56,597.76 14,465,16 TOTAL GArN ON SALE OR OTHER DrSPOSrTrON $21,851. 69 SAlOIS SHUFF, FLOWER & LINDSAY ATTORNEYS-AT-lAW 2109 Market Street Camp Hill, PA 3 II I I, II I PRINCIPAL DISBURSEMENTS 2003 April 04 Alert Pharmacy, medical expense 59,35 Hollinger Funeral Home, funeral expenses 8,100,90 Cumberland Crossings, nursing home bill 4,425,00 Cumberland Law Journal, estate notice 75.00 05 Cumberland Crossings, nursing home bill 3,580,00 10 PNC Bank, check fee 48,80 21 Rowe's Auction Service, commission 163,00 24 Carlisle Regional Medical Center 185,62 May 19 PNC Bank, safe deposit box rent 18,00 June 02 Register of Wills, short certificate 3,00 The Sentinel, estate notice 105,53 Saidis, Shuff, Flower & Lindsay, reimbursement for costs advanced 372.00 Register of Wills, Agent, discount tax payment 3,100,00 27 PNC Bank, service charge 20,00 July 21 Carlisle Imaging, medical expense 20,86 30 PNC Bank, service charge 20,00 31 Mailboxes, etc. , shipping costs for personalty 23.88 Aug. 14 PNC Bank, check fee 48,80 Aug, 18 Merrill Lynch, costs to sell bank stocks 1,025,62 26 Saidis, Shuff , Flower & Lindsay, reimbursement for shipping costs 813,21 Sept, 15 Saidis, Shuff , Flower & Lindsay, attorney fees for acting as Power of Attorney prior to death 408,50 16 UPS, ship personal items to heir 11.50 Oct. 02 Munn's Diamonds, jewelry appraisal 325,00 17 INA, cost for heir search 150.00 Nov. 28 Register of Wills, Agent, inheritance tax due 318.39 register of Wills, filing fee for return 15.00 Dec. 4 Saidis, Shuff, Flower & Lindsay, executor's cormnission, plus reimbursement for costs 4,965.00 29 UPS Store, ship jewelry 60,18 SAIDIS 2004 SHUFF, FLOWER & LINDSAY AlTORNEYSoAToU.W Jan, 4 Register of Wills, short certificate 3.00 2109 Markel Street Register of Wills, filing fee for supplemental Camp II ill , PA return 15,00 4 I ITEMS TO BE DISBURSED: Robert C. Saidis, Esquire, balance of Executor's commission 5,337.00 Reserve for filing fees and balance of tax liabilities 2,000.00 TOTAL PRINCIPAL DISBURSEMENTS $37,620.14 DISTRIBUTIONS TO BENEFICIARIES Aug. 18, 2003, Distributions to Charities: The Masonic Home 30,000,00 Shriner's Hospital (Cincinnati Unit of the Burn Center) 25,000.00 University of Sciences in Philadelphia 60,000.00 Harris Street United Methodist Church 15,000.00 Mt. Holly United Methodist Church 30,000,00 Zembo Shriners 10,000.00 Harrisburg Consistory Heritage Builders Fund 10,000.00 Citizens Fire Company of Mt, Holly Springs 5,000,00 SPCA 1,000.00 Keystone Area Council Boy Scouts of America 500,00 Hemlock Council of the Girl Scouts of America 500.00 Amelia S. Given Library 15,000,00 Bethesda Mission 15,000.00 Salvation Army 15,000,00 Shriners Hospitals for Children 25,000,00 Pinnacle Health Foundation 15,000.00 August 18, 2003, distribution to individuals: Louise S, Miller 10,000,00 Mona Marie Roach 2,000,00 Richard Miller 2,000,00 SAIDIS Kathy Brooks 2,000.00 SHUFF, FLOWER John David Kline 2,000,00 & LINDSAY Mark Miller 2,000.00 A rrORNEYS.A ToLA W 2109 Market Street CJmp Hill, PA 5 I In-kind distribution of wood tables and chair to Mark Miller, valued at 315,00 In-kind distribution of jewelry to Mary Gallagher, valued at 1,781.00 In-kind distribution of jewelry to Frances E, Reynolds, valued at 1,781.00 TOTAL DISTRIBUTIONS TO BENEFICIARIES $295,877.00 INCOME RECEIPTS PNC Bank, accrued interest from decedent's account 8,29 PNC Bank, interest on estate checking account: 04/29/03 5.26 05/19/03 2.98 06/27/03 1. 55 07/30/03 1.25 08/28/03 6.12 09/29/03 24.29 10/30/03 14.90 11/26/03 9.12 12/30/03 10.49 01/29/04 8.89 02/26/04 13 ,69 03/30/04 16.14 04/29/04 14,68 OS/27/04 13,70 143,06 PNC Bank, interest on estate Money Market account: SAIDIS 05/19/03 56,35 SHUFF, FLOWER 06/18/03 36,80 & LINDSAY 07/18/03 32,42 ATIORNEYSoATou\W 2109 Markel Street 08/19/03 24.11 149.68 Camp Hill, PA 6 I Commerce Bank, interest on Certificates of Deposit 369.13 Merrill Lynch, account #872-55805: Interest Income- March, 2003 67,65 April , 2003 63.68 May, 2003 61.76 June, 2003 31. 53 July, 2003 1,869,13 Aug. , 2003 22.74 2,116.49 Dividend Income- March, 2003 424.32 April , 2003 269,70 June, 2003 473.28 July, 2003 301. 92 1,469,22 TOTAL INCOME RECEIPTS $4.255.87 INCOME DISBURSMENTS PNC Bank, withholding on estate checking account: 04/29/03 1. 57 05/19/03 ,89 06/27/03 .43 07/30/03 .35 08/28/03 1. 71 09/29/03 6,80 10/30/03 4,17 11/26/03 2,55 12/30/03 2,93 01/29/04 2,48 02/26/04 3,83 SAIDIS 03/30/04 4.51 SHUFF, FLOWER 04/29/04 4,11 & LINDSAY A TIURNEYS.A ToU. w OS/27/04 3.83 40,16 2109 Market Street Camp Hill, PA 7 II I' i' il II II PNC Bank, withholding on estate money market account: 05/19/03 11.39 06/18/03 10.30 07/18/03 9.07 08/19/03 6,75 37.51 TOTAL INCOME DISBURSEMENTS $77.67 DISTRIBUTIONS TO BENEFICARIES TOTAL INCOME DISTRIBUTIONS TO BENEFICIARIES $0.00 SAID IS SHUFF, FLOWER & LINDSAY AlTORNEYS-AT-G\W 2109 M.uket Street Camp Hill, PA 8 :1 COMMONWEALTH OF PENNSYLVANIA ) ) SS: COUNTY OF CUMBERLAND ) Robert C, Saidis, Esquire, Executor of the Estate of Frances M. Kline, hereby declares under oath that he has fully and faithfully discharged the duties of his office; that the foregoing First and Final Account is true and correct and fully discloses all significant transactions occurring during the accounting period; that all known claims against the estate have been paid in full; that, to his knowledge, there are no claims now outstanding against the estate; and that all taxes presently due from the estate have been paid, ~S'idi' Sworn to and subscribed before me .sf" this I day oclfJlm/ltr, 2004, ~ ' i.i' '// (. ( Notary Public M NWEALTH F PE Notarial Seal Sallie. Allshouse, Notary Public C8II1p Hill ~. Cumberland CounJl) My Commission Expires Mar, 29, 2 . SAID IS SHUFF, FLOWER & LINDSAY ATIQRNEYSoAToLAW 2109 Market Street Camp Hill, PA 9 THE ESTATE OF FRANCES M. KLINE Schedule of Proposed Distribution COMBINED BALANCE REMAINING $113,735.15 In accordance with paragraph SIXTH of the Last Will and Testament of Frances M. Kline, "".all the rest, residue and remainder of my estate, whether real, personal, or mixed, of whatever nature and wheresoever situated in the following percentages: ... " 20% to MASONIC HOME, Elizabethtown, PA $22,747,03 20% to CINCINNATI SHRINE BURNS HOSPITAL (now Shriner's Hospitals for Children), Cincinnati, OH $22,747.03 20% to SHRINE CRIPPLED CHILDREN'S HOSPITAL (now Shriner's Hospitals for Children), Philadelphia, PA $22,747.03 20% to HARRIS STREET UNITED METHODIST CHURCH, Harrisburg, PA $22,747,03 20% to MT. HOLLY SPRINGS UNITED METHODIST CHURCH, Mt. Holly Springs, PA $22,747,03 SAIDIS SHUFF, FLOWER & LINDSAY AlTORNEYS.AT.LAW 2109 Markel Street Camp Hill, PA 10 . IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA ORPHANS' COURT DIVISION ESTATE OF: : FRANCES M, KLINE, : No. 21-03-0252 Deceased : Late of South Middleton Township : Social Security 182-01-4264 INVENTORY l. PNC Bank, checking account no. 5140186639 56,330.87 2 . Capital Blue Cross, refund of premium 189,14 3. Personal property (values based on sale prices) 467,00 4 , Jewelry, per appraisal 3,562,00 5, Inlaid wood tables (2 at $115.00 each) & cane chair (at $85.00) 315,00 6, Merrill Lynch account no, 872-52203: Merrill Lynch Bank USA, cash 123,412,00 48000 CD Bank Hapoalim, NY at 102,049 48,983,52 50000 CD Bank Hapoalim, NY at 102,620 50,283,80 1,798 sh. Fulton Financial Corp. at 17,34 per share 31,177.32 1,632 sh, Wachovia Corp., at 34,68 per share 56,597,76 310,454.40 7. Dept. of Revenue, 2002 income tax refund 193,00 8. IRS, 2003 income tax refund 59.00 9, Commerce Bank, CD, #100291 20,000,00 10, Commerce Bank, CD, #100446 27,293.95 accrued interest 123.33 11. Refund from Cumberland Crossings 112,67 TOTAL $419,100.36 EXHffilT "A" . . . . 'CI;, ..."rtily that w(itten no!l"" of the filing of , Acco,,'f1i, and of the dam. time and place . 9n the same will be presented to the Court , confilmalion and of the lest day to file written ., &;i,or,s to said Acoount, hell been given to ",,'{ unp8ld cIaiment and to every other per80n ",own to the accounlanl to heve or claim an ",nest :n the estate as credit Of, beneficiary, !f or naxt of kin. 1J l;l N '" ~ i~ 'T1 ....:j (') ~ > . i \2! > m > i~ x I:"'" " tTl .... 0 .. .. I:"'" U) 0 -:::J'::JCii~ .... el I ~~ - - l' X '" ..., ~;jrno 1"\ () ~ ..... .. ~ ~ ." ::c '" I \,o.l u..> > tr.I =: Ii] . , - ....:j 0 en ~ ~ -.I ,., ~ r- ( -..' ~~~i w ~ ~Ii] QO N =: tTl 1 ~ 0'> N ...... tTl 0 ... ."":1 >- 0-- ..., "":I=< U1 1:""0 ... r- lri~ ..., ... ~ O:ij ~Q f? :s: o 'tI'" n i:' ~~ ~ . ~ ~i ~ @ > ;z ~'" i? ~ r. ~ :: f(o ~Ii] ~ '3'22:;; I:"" p. ~ -...l -..l t"'" ~ :.:.rrn 52 ... ... Ii] ....., \iJ "'tl--i 0 -;J -;-J > VI ....., \,o.l _ ....:j '" .j:>. .j:>. -.I ';I:l ~ 000 lTl -.I I..A = ~ . ""IlOU 0ll1lll!M pepnptJ, SlIM lU3W91~.jS P1!l8 10 .',;joo V tI(~;O)J<>>U;t) 1!<J<l 'A'''!OIJauaq . ~"WpaJO "" Bid.... "'ll u! lllE>1911.~ IJl3 Wl8IO JO 9^e4 0' ,U'll.unoox "4l Cl UMOU~ U08Jad J9lUll NIJt;e 01 pue 'C""UJf910 P!OOun NIJt;e 01 U9AIlI uueq Il8\j '1.JO!llKlIJl8!a P"II'JdoJd jO ~1GWIlI9I9 P!ll8 01 suonoefqo U81l1JM E>JY 01 .Iep l8l!I "4l fO Puv lIOII8WJ!lUlXl JOj 1JIlO:) 941 01 Jl8lU88Qld aq UINo """'" elll UOliM a:lBtd pue awll 'c~ 9l,p JO PltF '1:ort~~C! P:--.r.:o.~Jd ~o lUOW91elS 11r1") f;;~lf~.D n ,,:1(.0., ;;:'U!iJo"o ~~i.f..~tveo AqSJ&41 COMMONWEALTH OF PENNSYLVANIA '* I BUREAU OF INDIVIDUAL TAXES DEPARTMENT OF REVENUE INHERITANCE TAX DIVISION DEPT. Z80601 HARRISBURG, PA 171Z8-0601 NOTICE OF INHERITANCE TAX APPRAISEHENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSHENT OF TAX REV-I547 EX AFP 101-05) iIims DATE 02-09-2004 , ESTATE OF KLINE FRANCES M DATE OF DEATH 03-05-2003 . EB 13 P 3 :32 FILE NUMBER 21 03-0252 04 F COUNTY CUMBERLAND ROBERT C SAIDIS ACN 101 SAIDIS ETAL ',','r.,'" ','..".".."" Court I A.~t __lttod I 2109 MARKET ST \.,i,:,;, ,..;;nd Co. PA CAMP HILL PAC\t;qR''''Hd_' 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 =iS4-j-EX-AFP-foY:oiY-NoTicE--oF-YNHER-iTAifcE-TAx-A-PPRA-isEMENT~--Ai:.l-OWAiicE-OR----------------- DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF KLINE FRANCES M FILE NO. 21 03-0252 ACN 101 DATE 02-09-2004 TAX RETURN WAS: [X) ACCEPTED AS FILED [) CHANGED RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: SUPPLEMENTAL RETURN NO. 01 1. Real Estate [Schedule A) (1).00 NOTE: To insure proper 2. Stocks and Bonds [Schedule B) (2).00 credit to your account, 3. Closely Held Stock/Partnership Interest [Schedule C) (3) .00 subllit the upper portion 4. Hortgages/Notes Receivable [Schedule D) (4) .00 of this forll with your 5. Cash/Bank Deposits/Hisc. Personal Property [Schedule E) (5) 47 ,417 .28 tax paYllent. 6. Jointly Owned Property [Schedule F) (6) .00 7. Transfers [Schedule G) (7) .00 8. Total Assets (8) 47,417.28 APPROVED DEDUCTIONS AND EXEMPTIONS: 63.18 9. Funeral Expenses/Adll. Costs/Hisc. Expenses [Schedule H) (9) 10. Debts/Hortgage Liabilities/Liens [Schedule I) (10) .00 11. Total Deductions (11) 63 18 12. Net Value of Tax Return (12) 47,354.10 13. Charitable/Governllental Bequests; Non-elected 9113 Trusts [Schedule J) (13) 47,354.10 14. Net Value of Estate Subject to Tax (14) 23,877.00 NOTE: If an assessment was issued previously, lines 14, 15 and/or 16, 17, 18 and 19 will reflect figures that include the total of ALL returns assessed to date. ASSESSMENT OF TAX: 15. Allount of Line 14 at Spousal rate (15) .00 X 00 = .00 16. Allount of Line 14 taxable at Lineal/Class A rate (16) .00 X 045 = .00 17. Allount of Line 14 at Sibling rate (17) .00 X 12 = .00 18. Allount of Line 14 taxable at Collateral/Class B rate (18) 23,877.00 X 15 = 3,581.55 19. Principal Tax Due (19)= 3,581 .55 TAX CREDITS: l+j DATE NVHBER INTEREST/PEN PAID [_) AHOUNT PAID 06-04-2003 CD002651 163.16 3,100.00 12-01-2003 CD003302 .00 318.39 TOTAL TAX CREDIT 3,581.55 BALANCE OF TAX DUE .00 INTEREST AND PEN. .00 TOTAL DUE .00 · IF PAID AFTER DATE INDICATED, SEE REVERSE [ IF TOTAL DUE IS LESS THAN $1, NO PAYHENT IS REQUIRED. ~'7/ FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" [CR), YOU HAY BE DU V A REFUND. SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTIONS.) -'---..-- _._~--~-- - - - ~ c:' c:;- f: i *:.~c; ~ ~ g ,~ ,-=- r VI ,,"i~ ' -. - Q ,,' <'-, ! ~~" "-" i ~, c " -C::>. i ""~'i ! S ; ~ ! .' 1;" . ."rti~y that wrille," no!lce of !he fiUng of ~, ~}~ ~,'" ~ - ~ - . .,:C,' .. '...J . ~ I"~ AC"...o<.':1l, a.'ld of the oalo, tim.Hlnd place ('<"'>;; 0: ;, .' 'An th6 same will be presented to !he Coun =+=J., ~ :: ~ , co;;finnation and of the lest day to file written , ~7 ~ : i .,a;tions to 118id Aooount. has been given to ~ "" ' ',;,,-v unpBld cIaimanl and 10 every othllf person ~ ': '"own 10 the accoontant to have or claim an~'f ? 2 .; I ,~..lfest :n the estate as Cfedltor, benefiCIary, ~. ! ;,. or ndxt of kin, I I i t ! I ~ rn 'TJ ~ ~ I :I2;;l:;?", > H. ~ H ~~ I '" t'" '" '" .... :z; i '::-'::-C'" t:I \ el~ 0 . ~~",.., .... I:!! ~ g:j igl i ~~p;~.rn '\ ~~ ~ ~.. i\E~ 8 I ....:::'" rn ~ \ Cl I O!2: ~~:;~ a ~\ I" [l'TJ 8 "J Ul f ~~~m .:;J~~ (\ ~~ ~ ~ 8 ~~ ""l ~( ~~ 1:1 ~ 9 ~ t"" 0 r' H:i>' ~ . 0:;] Ul _tj ,,~ ~@ ~~ 1D':s: ~ ~2 :I2;;l>,"::C '8~ @. g'i Ul; 1::'-'1&3: 1(0 HO ~ ~ tJ ~~:si:; t"" g:j"J P. :z; "'-.l..... t""'.?':: ,.... --t"'", ...." - _ 0 ~ ~' .., .L, ~ w w '" .... '" 7' 7':> r.I.> ...., t: ~ ::i ~ 00 08: 0 lTl >: -.l = ~ ~ 'a"llou 9<JllUlM 1lePn!<>u' ""'" lUaWel"lS PI99 jO .1.:100 " ,~'i jO jX'.;u;o '!'>4 ..\....PljilUaq ''''WpaJO '<ll Ojall;Q "'Jl II! JllaJ911~ Ull W!IlP JO S^"4 0) lUl>!uno<Xll: Otj/ C1 UI'AOUlf UOllJad J9tjlll Na.e 01 pue '0"'"",,,'0 P!l1dun Na.e '" U9AlO Ull6q l103Ij 'l./OW1<!IJl8!o P'>9':>do'd jO ~....",19IS P!U8 OlllUOp:JQfqo U9l1!lM 9J!j 01 Mlp l8I!f eIll jO pue l"'ltP''''Ol1O:l ""uno:) 9lIl at P9lU-.d aq U!M """'" 9tll ""'1M <>:mrd we ewij 'Olef) 9lJllO Pue 'IXlflt1f1UlS!G r~icJd ~o lU8W8)RJS \1,~ Ii) r;'~iJ; .....1: ,:') ,,'-~r,:);, '::'t::.:,:...; i~'-l. Ap,t.lOCJ ~9.Je4 J IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA STATUS REPORT UNDER RULE 6.12 Name of Decedent: Frances M. Kline Date of Death: March 5, 2003 Will No. 21-03-0252 Admin. No. Pursuant to Rule 6.12 of the Supreme Court Orphans I 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 ~i No 2. If the answer is No, state when the personal representative reasonably believes that the administration will be complete: 3. If the answer to No.1 is Yes, state the following: a. Did the personal representative file a final account with the Court? Yes ~i No ___ b. The separate Orphans 1 Court No. (if any) for the personal representative's account is: c. Did the personal representative state an account informally to the parties in interest? Yes __i No X 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. hed to this report. /......./ Date, 1//;s10f / / I Signa Name: Robert C. Saidis, Esquire I.D. No. 21458 SAIDIS, SHUFF, FLOWER & LINDSAY D 2109 Market Street :': Camp Hill, PA 17011 (717) 737-3405 ~ Capacity: __ Personal Representative X Counsel for Personal Representative ~