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HomeMy WebLinkAbout03-0070 PETITION FOR PROBATE and GRANT OF LETTERS Estate of O. KENNETH BISHOP, ...~.~..~.~/ No. I~/-~,_~., ,~ also known as °'~ ~ To: - Register of Wills for the SocialSecurityNo. 220-16-7037 Deceased. County of C,,,nhorl~nd in the Commonwealth of Pennsylvania The petition of the undersigned respectfully represents that: Your petitioner(s), who is/are 18 years of age or older an the executor . named in the last will of the above decedent, dated October 16, 2000 ,19~ and codicil(s) dated (state relevant circumstances, e.g. renunciation, death of executor, etc.) Decendent was domiciled at death in Cumberland _ County, Pennsylvania, ~v~th1 h is last family or principal residence at 624 South Hanover Street, Carlisle, 7013 (list street, number and muncipality) Decendent, then 75 years of age, died November 15, 2002 ,19 at Pinnacle Health Hospital~ Harrisburg, PA ' Except as follows, decedent did not marry, was not divorced and did not have a child born or adopted after execution of the will offered for probate; was not the victim of a killing and was never adjudicated incompetent: Decendent at death owned property with estimated values as follows: (If domiciled in Pa.) All personal property $ 350,000.00 (If not domiciled in Pa.) Personal property in Pennsylvania $ (If not domiciled in Pa.) Personal property in County $ Value of real estate in Pennsylvania $ 28,000.00 situated as follows: Hamiltonban Township~ Adams County WHEREFORE, petitioner(s) respectfully request(s) the probate of the last will and codicil(s) presented herewith and the grant of letters r~_.qrnrnont:nry theron. (testamentary; administration c.t.a.; administration d.b.n.c.t.a.) Mark E. Bishop 89U walnut gottom Road Carlisle, PA 1/013 OATH OF PERSONAL REPRESENTATIVE COMMONWEALTH OF PENNSYLVANIA 3 COUNTY OF ~ ss The petitioner(s) above-named swear(s) or affirm(s) that the statements in the foregoing petition are true and correct to the best of the knowledge and belief of petitioner(s) and that as personal represen- tative(s) of the above decedent petitioner(s) will well and t~ister the estate acgor~li~g to law. :- b~re me this ~~ day of [ ~ ~ No. c~,,-,o~ - 7o Estate of ¢. Kenneth B:[shop,. , Deceased DECREE OF PROBATE AND GRANT OF LETTERS AND NOW ~{~e4e~..~,, ~ ~l~,~e~q, in consideration of the petition on the reverse side h r~eof, satisfactory proof having ~.e~n presented before me, IT IS DECREED that the instrument(s) dated described therein be admitted to probate and filed of record as the last will of are hereby granted to ~ ~ ~-~.~_~.e~/ Probate, Letters, Etc... ~0 5~ort certit,cates( ) .......... $~ Hubert ~V~I~rYoy(S'~P'I.~' ~/~? 29'~43 $ /0.~ ADD~S  TOTAL ~ ~ 4 Sorth ganover Street Filed ...~.~~ .......... Carttste, PA 17013 PHONE 717-263-4574 RENUNCIATION In Re Estate of G. KENNETH BISHOP deceased. To the Register of Wills of CURBERLAND County, Pennsylvania. The undersigned MARIA G. BISHOP of the above decedent, hereby renounce(s) the right to administer the estate and respectfully ask(s) that Letters Testamentary be issued to MARK E. BISHOP WITNESS hand this day of ,19~ 2002 (Signature) Maria G. Bishop 624 S. Hanover Street Carlisle, PA 17013 (Address) (Signature) (Address) (Signature) (Address) This is to certify that the information here given is correctly copied from an original certificate of death .duly filed with me as l~ocal Registrar. The original certificate will be. forwarded to the State Vital Records Office for permanenF filing. WARNING: It is illegal to duplicate this copy by photostat or photograph. P 8703907 ~~.*.,~,.',~ NOV 1 8 2002 No. ~ Date H~05.~ ~ ~,,. zt? .. COMMONWEALTH OF PENNSYLVANIA · DEPARTMENT OF HEALTH * VITAL RECORDS ~ CERTIFICATE OF DEATH '4T NM OF O~CcOENT (F~'~I. MCC~, ka~) SEX ~IAL SECURI~ NUMeER ~DATE O I ~ ~ D~ [ ~ ~ ~ I [ * Y, ) I ~e~ m~C~ t~Sm~~ 'OT~R: 624 ~uth H~over St. ,ES,~E ,L ~rlisle, PA 17013 -~ ~' ~=~'m 'o~ ....... Im 624 South ~ovar SI, ~ ~rlislel Pl 17013 ~ o ~ ~ .~ ~...o I~?g:~=~TM j:~~.,.-.~--.,c,...,. ,~O ~ //' /~ Nov. 19, 2~2 ],,!orkt~e CremCion ~. [,,, York, PA _ ~~~ll~[,,,. 010~3 L {a~ 219 North Hangve~t., ~rlisl I ~ ~ c'i s~ I ~ II~' ~'~ I I I I~ o ,~--,.,- ol I I' o ,,.~ .......... ' ................. ~ ........................................... ~ ~" ' " : ........ : ....................... s , g~. ~ ~ 'G. Kenneth ]~ishop (Will) ljj October 11,2000 lASt Will rGSrAA]GAr OF G. KENNETH BISHOP I, G. KENNETH BISHOP, of Cerlisle, Cumberlend County, Pennsylveni& being of sound end disposing mind, memor~ end understending, do meke, publish end declere this es end for my Lest Will end Testement, hereby revoking end meking void eny end ell former Wills, Codicils, or writings in the neture thereof, by me et eny time heretofore mede. FII~ST: I hereby order end direct my Executrix hereinefter nemed, to pey ell my just debts, funeral expenses, testementer~ expenses end ell Inheritence, Estete, Transfer end Succession Texes, es soon es mey be conveniently done efter my deeth, out of my residuer~ estete. SECOND: I give to MARK E. BISHOP of Cerlisle, Pennsylvenie, in Trust, nevertheless, e sum equel to the rex credit equivelent for Federal Estete Tex purposes, which sum is, es of the dete of this Will, Six Hundred Seventy Five Thousend ($675,000) Dollers. The Trustee shell invest end reinvest the principel end pey ell of the income to my wife, MARIA G. BISHOP, in querterly or other convenient instellments, es long es she mey live. Kenneth Bishop (Will) ljj October 11,2000 A. Should Federal Estate Tax laws enacted subsequent to the date of this Will, and prior to my death, either increase or decrease the amount of the tax credit equivalent, it is my intent that the funds constituting the principal of the Trust be such greater or lesser amount, in lieu of the above stated Six Hundred Seventy Five Thousand ($675,000.00) Dollars; B. Should there be insufficient assets to fully fund this Trust, it shall be funded to the maximum extent possible; C. Should the income, when taken together with other income that my wife may have from other sources, prove insufficient to provide properly for her welfare, comfort and support, then Trustee may, in his sole discretion, pay to her whatever sums he deems necessary and appropriate out of the principal of this Trust, as well as the income, to permit her to maintain a standard of living similar to that enjoyed by her during her lifetime. D. The Trustee, on behalf of the beneficiary, may make payments to other for her use and benefit, to assure her welfare, comfort and maintenance. E. Upon the death of my wife the Trust shall terminate and all of the assets of the Trust shall be distributed as follows: 1. One half to my son, MARK E. BISHOP, which one half shall to the extent possible include any then existing shares of Genie Trucking Line, Inc. 2. One quarter to my daughter, MARGOT A. GRAHAM. 3. One quarter to my son, MARK E. BISHOP, as Trustee of a Trust 2 'G. Kenneth Bishop (Will) ljj October 11, 2000 created by my wife, MARIA G. BISHOP, for the benefit of my grandson, ROSS W. GRAHAM, dated ~',,~. ~ /'~ , 2001. F. In addition to the fiduciary powers given by law, Trustee shall have the following powers: 1. To appoint others to act as deputies under him or to surrender his authority to act s Trustee to any bonded person or corporation licensed to act as investment counselor: 2. To allocate any receipts and/or expenses to principal or income as he may deem proper in his sole discretion. 3. To sell any real or personal property for such prices and upon such terms as he may deem appropriate and to invest such property or securities as he may deem appropriate without restrictions to such investments authorized for Pennsylvania fiduciaries. THIRD: Should my wife, MARIA G. BISHOP, fail to survive me, then I direct that my residuary estate be distributed among my children and grandchild as set out in Paragraph Second, Sub-paragraph E above. LASTLY: I nominate, constitute and appoint my wife, MARIA G. BISHOP, to the Executrix of this my Last Will and Testament. Should my wife MARIA G. BISHOP, be unable to act as such Executrix for any reason, I appoint my son, MARK E. BISHOP, to act as Executor in her place and stead. 'G. Kenneth Bishop (Will) ljj October 11, 2000 No Executrix shall be required to file a bond in this or any other jurisdiction. IN WITNESS WHEREOF, I have hereunto set my hand and seal this I ~-t~~o~ .(~e~~ ~_ , ~ooo. / SIGNED, SEALED, PUBLISHED and DECLARED in the presence of: 4 'G. Kenneth Bishop (Will) ljj October 11,2000 COMMONWEALTH OF PENNSYLVANIA SS COUNTY OF CUMBERLAND I, G. KENNETH BISHOP, Testator, whose name is signed to the attached or foregoing instrument, having been duly qualified according to law, do hereby acknowledge that I signed and executed the instrument as my Last Will; that I signed it willingly; and that I signed it as my free and voluntary act for the purposes therein expressed. Sworn or affirmed_J~ and ackno.~ledged ~~me, by G. KENNETH BISHOP, the Testator, this /~/1- day of '/_...v~__. ~L~ ,2000. ishop, Testatol G. Kenneth Bishop (Will) ljj October 1 l, 2000 COMMONWEALTH OF PENNSYLVANIA ' SS COUNTY OF CUMBERLAND We, James D. Flower and Carol J, Lindsay , the witnesses whose names are signed to the attached or foregoing instrument, being duly qualified according to law, do depose and say that we were present and saw Testator, G. KENNETH BISHOP, sign and execute the instrument as his Last Will; that he signed willingly and that he executed it as his free and voluntary act for the purposes therein expressed; that each of us in the hearing and sight of the Testator, G. KENNETH BISHOP, signed the Will as witnesses; and that to the best of our knowledge the Testator, G. KENNETH BISHOP, was at that time 18 or more years of age, of sound mind and under no constraint or undue influence. Sworn or affirmed to and subscribed to before me by James D. Flower and Carol J. Lindsay this 2000. MERLENE ,). MA~ NOTAflY PUBLICI , ~C(~M~ONE:(FImSaJNE*.~C~ ! 6 G. Kenneth Bishop FLOWER, FLOWER & LINDSAY, P.C. 11 EAST HIGH STREET CARLISLE, PENNSYLVANIA 17013 BROUJOS & GILROY, P.C. ATTORNEYS AT LAW JOHN H. BROUJOS 4 NORTH HANOVER STREET TELEPHONE: (717) 243-4574 FACSIMILE: (717) 243-8227 HUBERT X. GILROY CARLISLE, PENNSYLVANIA 17013 jbroujos@broujosgilroy, corn hgilroy@broujosgilroy, com NoN-TOLL FOR HARRISBURG AREA March 20, 2003 717-766-1690 Mary C. Lewis Register of Wills One Courthouse Square Carlisle, PA 17013 Re: Estate of G. Kenneth Bishop / File No. 2003-0070 Dear Mary: Please accept this letter as Certification of Notice under Rule 5.6(a). The Decedent is G. Kenneth Bishop. The date of death is November 15, 2002. The Estate Number is 2003-0070. I certify that notice of beneficial interest required by Rule 5.6(a) of the Orphans Court Rules was served on or mailed to the following beneficiaries of the above captioned Estate on March 20, 2003: Mark E. Bishop Maria G. Bishop 890 Walnut Bottom Road 624 South Hanover Street Carlisle, PA 17013 Carlisle, PA 17013 Margot A. Graham 622 South Hanover Street Carlisle, PA 17013 Notice has now been given to all persons entitled thereto under Rule 5.6(a). If you have any questions, please feel free to contact me. Sincerely yours, Attorney for Estate of G. Kenneth Bishop dca Cumberland County - Register Of Wills One Courthouse Square Carlisle, PA 17013 Phone: (717) 240-6345 Date: 12/01/2004 BISHOP MARK E 890 WALNUT BOTTOM ROAD CARLISLE, PA 17013 RE: Estate of BISHOP G KENNETH File Number: 2003-00070 Dear Sir/Madam: It has come to my attention that you have not filed the Status Report by Personal Representative (Rule 6.12) in the above captioned estate. As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES, NO. 103 SUPREME COURT RULES DOCKET NO. 1, for decedents dying on or after July 1, 1992, the personal representative or his counsel, within two (2) years of the decedent's death, shall file with the Register of Wills a Status Report of completed or uncompleted administration. This filing will become delinquent on: 11/15/2004 Your prompt attention to this matter will be appreciated. Thank You. S~.~cerely, 4 GLENDA FARNER STP~ASBAUGH REGISTER OF WILLS cc: File Counsel Judge STATUS REPORT UNDER RULE 6.12 Name ofDecedent: ~- ~"F/t~ ~-~ft Date of Death: Il- (Y- o~ Will No.:.. c:,q, I ~' O g "' O 0 '-~ (D Admin. No.: Pursuant to Rule 6.12 of the Supreme Court Orphans' Com-t Rules, I report the followfl~g with respect to completion of the adm/nistration of the above-captioned estate: 1. State whether admicstration of the estate is complete: yes [] No fi] 2. If the answer is No, state when the personal representative reasonably bel/eves that the administration will be complete: 3. I_f the answer to No. 1 is Yes, state the following: a. Did the personal representative file a final account with the Court? Yes _ No b. The separate Orphans' 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 ['-] No [-] c. Copies of receipts, releases, joinders and approval offorma! or informal accounts may be filed with the Clerk of the Orphans' Court and may be attached to tki~j Date: I -t 3- o Signature 0 cs:: c~ Ez,, :~: ~:::::~ 0 c::' Address ~ ~. .... ~ u.~ ::Z....': o ~Z:. ~ 7:' Telephone No. ,=, o Capacity: sel for ersonal representative Cumberland County - Register Of Wills One Courthouse Square Carlisle, PA 17013 Phone: (717) 240-6345 Date: 10/11/2005 GILROY HUBERT X 4 N HANOVER STREET CARLISLE, PA 17013 RE: Estate of BISHOP G KENNETH File Number: 2003-00070 Dear Sir/Madam: It has come to my attention that you have not filed the Status Report by Personal Representative (Rule 6.12) in the above captioned estate. As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES, NO. 103 SUPREME COURT RULES DOCKET NO.1, for decedents dying on or after July 1, 1992, the personal representative or his counsel, within two (2) years of the decedent's death, shall file with the Register of Wills a Status Report of completed or uncompleted administration. This filing is due by: 11/15/2005 Your prompt attention to this matter will be appreciated. Thank You. Sincerely, ~~~ GLENDA FARNER STRASBAUGH REGISTER OF WILLS cc: File Personal Representative(s) Judge \d-" t-.. --'''~'-.i.....La.llU county - .f<.eglst:er VL VV..L..L..L:::> One Courthouse Square Carlisle, PA 17013 Phone: (717) 240-6345 Date: 10/11/2005 BISHOP MARK E 890 WALNUT BOTTOM ROAD CARLISLE, PA 17013 RE: Estate of BISHOP G KENNETH File Number: 2003-00070 Dear Sir/Madam: It has come to my attention that you have not filed the Status Report by Personal Representative (Rule 6.12) in the above captioned estate. As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES, NO. 103 SUPREME COURT RULES DOCKET NO.1, for decedents dying on or after July 1, 1992, the personal representative or his counsel, within two (2) years of the decedent's death, shall file with the Register of Wills a Status Report of completed or uncompleted administration. This filing is due by: 11/15/2005 Your prompt attention to this matter will be appreciated. Thank You. Sincerely, ~r"J"~ . '--y4' . . , . ,r:..?._ L.~4...i. GLENDA FARNER STRASBAUGH REGISTER OF WILLS cc: File Counsel Judge LG- ~1-03 -'1D G. KENNETH BISHOP ESTATE ~ r;,:"::> {,';-.::l ..,,-' ,.-) FAMILY SETTLEMENT AGREEMENT ) .-.- ") OJ -.-' J This Agreement made this 3rt day of October, 2005, between Mark E. Bishop; in c , his individual capacity and in his capacity as Executor in the Estate of G~ Kenneth Bishop (hereinafter referred to as "Mark" or "Executor"), Maria G. BiskOp (Maria) and Margot A. Graham (Margot). WITNESSETH WHEREAS, G. Kenneth Bishop died on November 15, 2002, and the Cumberland County Register of Wills at Docket No. 21-03-0070 appointed Mark E. Bishop as Executor of the G. Kenneth Bishop Estate in accordance with the Last Will and Testament of G. Kenneth Bishop dated October 16, 2000 (a copy the Certificate of Grant of Letters issued by the Cumberland County Register of Wills and a copy of the mentioned Will is attached hereto and marked Exhibit "A"); and. WHEREAS, Mark has appropriately administered the Estate of G. Kenneth Bishop, collected all assets and paid all bills; and WHEREAS, the Executor desires to conclude the handling of the Estate and has made arrangements to create the Trust pursuant to paragraph 2 of the Will; and WHEREAS, the parties desire to conclude the handling of the G. Kenneth Bishop Estate without the expense and delay of filing a formal Accounting and Schedule Distribution. NOW THEREFORE, for and in consideration of the mutual covenants herein contained, and intending to be legally bound hereby, the parties hereto mutually agree as follows: 1 All parties acknowledge that the Executor may proceed with the conclusion of the handling of the G. Kenneth Bishop Estate by the filing of this Family Settlement Agreement with the Cumberland County Register of Wills. ~~ 2 Maria and Margot acknowledge that the Executor has kept them advised with respect to all matters relating to the Estate and has provided access to any and all documentation relating to the Estate. 3 The parties agree that the Executor shall use all remaining assets of the Estate to create a Trust pursuant to Item 2 of the Will with Mark acting as Trustee in accordance with said Item 2. 4 Maria and Margot hereby release and discharge Mark from any further obligation in connection with the administration of the G. Kenneth Bishop Estate. IN WITNESS WHEREOF, the parties hereto have hereunto set their hands and seals the day and year first written above. WITNESS: BY:~~~~ MA E. BISHOP ') /'''' Ii i Ii) ; . BY: ~~.(1IMp'I~;~~~ ~ 51Lrf BY: II MA WHEREAS, on the 24th dated October 16th 2000 was admitted to probate as the last will of BISHOP G KENNETH (LA::JT, c'l1{::JT, MIUUL~) 1".""'" tt..,...", .' {1, , ' '.J .,., r "~; , (I{/J~ '" ,- \ ...... to' \l/, #1: ;- \"',' ....V~." 1', . r:~::""~':~ ')~) \ "d' .....~ .,,,~ '. . " t;:.."ll\" .-....... r,"",,,' . ..' !..~ "t\ '" ~ ~" late of CARLISLE BOROUGH Register of Wills of CUMBERLAND County, Pennsylvania Certificate of Grant of Letters No. 2003-00070 PA No. 21-03-0070 ESTATE OF BISHOP G KENNETH (LA::J'l, .b'l1{::J'l, lVllUUL~) Late of CARLISLE BOROUGH CU1v[.b~1{LANU CUUNTt, Deceased Social Security No. 220-16-7037 day of January 2003 an instrument CUMBERLAND County, who died on the 15th day of November 2002 and, WHEREAS, a true copy of the will as probated is annexed hereto. THEREFORE, I, DONNA M. OTTO , Register of Wills In and for the County of CUMBERLAND in the Commonwealth of Pennsylvania, hereby certify that I have this day granted Letters TESTAMENTARY to BISHOP MARK E who has duly qualified as Executor (rix) and has agreed to administer the estate according to law, all of which fully appears of record in my Office at CUMBERLAND COUNTY COURT HOUSE, CARLISLE, PENNSYLVANIA. IN TESTIMONY WHERE0F, of my Office the 24th day I have hereunto set my hand and affixed the seal of January 2003. .L],~/n Otzv /~~ lJtfI!.,t~ ~ . 'r{eglster '01~ v1'i'frs 7 ~ fi-v ~ EXHIBIT j A * *NOTE* * ALL NAMES ABOVE APPEAR (LAST, FIRST, MIDDLE) G. Kenneth Bishop (Will) Ijj October 11,2000 IA"T 1U111 Dlld TE"TAnJE8T OF G. KENNETH BISHOP I, G. KENNETH BISHOP, of Carlisle, Cumberland County, Pennsylvania, being of sound and disposing mind, memory and understanding, do make, publish and declare this as and for my Last Will and Testament, hereby revoking and making void any and all former Wills, Codicils, or writings in the nature thereof, by me at any time heretofore made. FIRST: I hereby order and direct my Executrix hereinafter named, to pay all my just debts, funeral expenses, testamentary expenses and all Inheritance, Estate, Transfer and Succession Taxes, as soon as may be conveniently done after my death, out of my residuary estate. SECOND: I give to MARK E. BISHOP of Carlisle, Pennsylvania, in Trust, nevertheless, a sum equal to the tax credit equivalent for Federal Estate Tax purposes, which sum is, as of the date of this Will, Six Hundred Seventy Five Thousand ($675,000) Dollars. The Trustee shall invest and reinvest the principal and pay all of the income to my wife, MARIA G. BISHOP, in quarterly or other convenient installments, as long as she may live. G. Kenneth Bishop (Will) Ijj October 1].2000 A. Should Federal Estate Tax laws enacted subsequent to the date of this Will, and prior to my death, either increase or decrease the amount of the tax credit equivalent, it is my intent that the funds constituting the principal of the Trust be such greater or lesser amount, in lieu of the above stated Six Hundred Seventy Five Thousand ($675,000.00) Dollars; B. Should there be insufficient assets to fully fund this Trust, it shall be funded to the maximum extent possible; C. Should the income, when taken together with other income that my wife may have from other sources, prove insufficient to provide properly for her welfare, comfort and support, then Trustee may, in his sole discretion, pay to her whatever sums he deems necessary and appropriate out of the principal of this Trust, as well as the income, to permit her to maintain a standard of living similar to that enjoyed by her during her lifetime. D. The Trustee, on behalf of the beneficiary, may make payments to other for her use and benefit, to assure her welfare, comfort and maintenance. E. Upon the death of my wife the Trust shall terminate and all of the assets of the Trust shall be distributed as follows: 1. One half to my son, MARK E. BISHOP, which one half shall to the extent possible include any then existing shares of Genie Trucking Line, Inc. 2. One quarter to my daughter, MARGOT A. GRAHAM. 3. One quarter to my son, MARK E. BISHOP, as Trustee of a Trust 2 G. Kenneth Bishop (Will) Ijj October 11,2000 created by my wife, MARIA G. BISHOP, for the benefit of my grandson, ROSS W. GRAHAM, dated [l{0 ~~ \<),2001. F. In addition to the fiduciary powers given by law, Trustee shall have the following powers: 1. To appoint others to act as deputies under him or to surrender his authority to act s Trustee to any bonded person or corporation licensed to act as investment counselor: 2. To allocate any receipts and/or expenses to principal or income as he may deem proper in his sole discretion. 3. To sell any real or personal property for such prices and upon such terms as he may deem appropriate and to invest such property or securities as he may deem appropriate without restrictions to such investments authorized for Pennsylvania fiduciaries. THIRD: Should my wife, MARIA G. BISHOP, fail to survive me, then I direct that my residuary estate be distributed among my children and grandchild as set out in Paragraph Second, Sub-paragraph E above. LASTLY: I nominate, constitute and appoint my wife, MARIA G. BISHOP, to the Executrix of this my Last Will and Testament. Should my wife MARIA G. BISHOP, be unable to act as such Executrix for any reason, I appoint my son, MARK E. BISHOP, to act as Executor in her place and stead. 3 G. Kenneth Bishop (Will) ljj October 11, 2000 No Executrix shall be required to file a bond in this or any other jurisdiction. IN WITNESS WHEREOF, I have hereunto set my hand and seal this j to~ day of Q~~l1A ,2000 SIGNED, SEALED, PUBLISHED and DECLARED in the presence of: 4 G. Kenneth Bishop (Will) Ijj October 11,2000 COMMONWEALTH OF PENNSYLVANIA ss COUNTY OF CUMBERLAND I, G. KENNETH BISHOP, Testator, whose name is signed to the attached or foregoing instrument, having been duly qualified according to law, do hereby acknowledge that I signed and executed the instrument as my Last Will; that I signed it willingly; and that I signed it as my free and voluntary act for the purposes therein expressed. Sworn or affirmed~ and ackno~ledged pefore jJle, by G. KENNETH BISHOP, the Testator, this l{p/ day of O'e-fn h-.~ ,2000. ~ NOTARIAl SEAl MERLENe J. MMHeVKA. NOTARY PU8UC CAAUslE. CUU8ERt.Nc> COUNTY. PA MY~ EXPlRESJUNE 8. 200Z 5 G. Kenneth Bishop (Will) Ijj October 11,2000 COMMONWEALTH OF PENNSYLVANIA ss COUNTY OF CUMBERLAND We, James D. Flower and Carol J. Lindsay , the witnesses whose names are signed to the attached or foregoing instrument, being duly qualified according to law, do depose and say that we were present and saw Testator, G. KENNETH BISHOP, sign and execute the instrument as his Last Will; that he signed willingly and that he executed it as his free and voluntary act for the purposes therein expressed; that each of us in the hearing and sight of the Testator, G. KENNETH BISHOP, signed the Will as witnesses; and that to the best of our knowledge the Testator, G. KENNETH BISHOP, was at that time 18 or more years of age, of sound mind and under no constraint or undue influence. Sworn or affirmed to and subscribed to before me by I &> 'b~ day of James D. Flower cQ(l ~A . and Carol J. Lindsay this 2000. ~~ DAP~ tness l. I ~. ~A D8 "-IY\gJ l-/ Notary Public NOTARIAL. SEAL MERlENE J. MARHEVI<A. NOTARY PU8UC CAAlISlE, CUfolBERt.Nl) OOUKTY, PA MY COMMISSION EXPIRES JUNE 8, 2002 6 . Register of Wills of Cumberland County STATUS REPORT UNDER RULE 6.12 N f D d t G. Kenneth Bishop ame 0 ece en : Date of Death: November 15, 2002 Estate No.: 21-03-~ 'iC Pursuant to Rule 6.12 of the Supreme Court Orphans' Court Rules, 1 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 [8] No 0 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 0 No.l8l b. The separate Orphans' 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 I8l No 0 c. Copies of receipts, releases, joinders and approval of formal or informal accounts may be filed with the Clerk of the OTP. ns' urt and may be attached to this report. Date: 11/18/2005 (.0 C>J !--- C" Name 4 North Hanover Street Carlisle, PA 17013 Address c->J (717) 243-4574 Telephone No. 0- Capacity: 0 Personal Representative ~ Counsel for personal representative v=L- 1 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE RECOiQOr:n .o1=r:::0. ~liCE OF INHERITANCE TAX , t. -, ~PRHSE'M'ENT, ALLOWANCE OR DISALLOWANCE \..:!O~'\i~~g9tTIONS AND ASSESSMENT OF TAX *' , BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION PO BOX 280601 HARRISBURG PA 17128-0601 REV-1547 EX AFP (06-05) 12-18-2006 BISHOP 11-15-2002 21 03-0070 CUMBERLAND 101 APPEAL DATE: 02-16-2007 ( See reverse side under Objections) Amount Remitted I I 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-1547 EX AFP (03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX G K FILE NO. 21 03-0070 ACN 101 DATE 12-18-2006 TAX RETURN WAS: ( ) ACCEPTED AS FILED ( X) CHANGED SEE ATTACHED NOTICE 2ua6 DEe 26 PM /2: 12 DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY ACN G K CLERK OF (", q~rlj,~,\rs COURT HUBERT X GI LROY ",u;; -: - ' t=/\ 4 N HANOVER ST CARLISLE PA 17013 ESTATE OF BISHOP RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. Real Estate (Schedule A) 2. Stocks and Bonds (Schedule B) 3. Closely Held Stock/Partnership Interest (Schedule C) 4. Mortgages/Notes Receivable (Schedule D) 5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) 6. Jointly Owned Property (Schedule F) 7. Transfers (Schedule G) 8. Total Assets (1) (2) (3) (4) (5) (6) (7) .00 .00 .00 .00 .00 .00 .00 (8) NOTE: To insure proper credit to your account, submit the upper portion of this form with your tax payment. .00 APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 11. Total Deductions 12. Net Value of Tax Return 13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) 14. Net Value of Estate Subject to Tax .00 .00 (11) (12) (13) (14) 00 .00 .00 .00 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~ ALL returns assessed to date. ASSESSMENT OF TAX: 15. Amount of Line 14 at Spousal rate (15) 16. Amount of Line 14 taxable at Lineal/Class A rate (16) 17. Amount of Line 14 at Sibling rate (17) 18. Amount of Line 14 taxable at Collateral/Class B rate (18) 19. Principal Tax Due NOTE: .00 X .00 X .00 X .00 X 00 = 045 = 12 = 15 = (19)= .00 .00 .00 .00 .00 TAX CREDITS: (+) AMOUNT PAID DATE NUMBER INTEREST/PEN PAID (-) TOTAL TAX CREDIT .00 BALANCE OF TAX DUE .00 INTEREST AND PEN. .00 TOTAL DUE .00 . IF PAID AFTER DATE INDICATED, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. ~ ( IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED. ' IF TOTAL DUE IS REFLECTED AS A ..CREDIT" (CR), YOU MAY BE 0 A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.) . , REV-1470 EX (6-88) '* INHERITANCE TAX EXPLANATION OF CHANGES COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES PO Box 280601 HARRISBURG PA 17128-0601 DECEDENrS NAME FILE NUMBER G K Bishop REVIEWED BY Department of Revenue I Teresa Seiders ACN 2103-0070 101 ITEM SCHEDULE NO. EXPLANATION OF CHANGES Efforts to file an Inheritance tax return have been exhausted in the above referenced estate. Therefore, the filing requirements have been waived. The Department however, reserves the right to assess any assets that may be recovered at a future time. ROW Paqe 1