The URL can be used to link to this page

Home My WebLink About01-0693 PETITION FOR PROBATE and GRANT OF LETTERS No. ~/-O/- 6:73 To: Estate of WILLIAM w. ST. JOHN also known as Register of Wills for the Deceased. County of Cumber land in the Social Security No. 494-01-8317 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 executrix in the last will of the above decedent, dated March 15 and codicil(s) dated N/A named , k'k--2..QP 0 (N.B.: Mildred L. St. John, named as primary Executrix in the Will, died on July 30, 2002.) (state relevant circumstances, e.g. renunciation, death of execUtor, etc.) Decendent was domiciled at death in Cumberland County, Pennsylvania, with h is last family or principal residence at 152 Peach Lane, Borough of Carlisle (list street, number and muncipality) Decendent, then 84 years of age, died September 18 ,~ 2001, ~ Claremont Nursing & Rehab Center, South Middlesex Township 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: no except;ions , ' Decendent at death owned property with estimated values as follows: (If domiciled in Pa.) , All personal property (If not domiciled in Pa.) Personal property in Pennsylvania (If not domiciled in Pa.) Personal property in County Value of real estate in Pennsylvania situated as follows: $ $ $ $. 7,500.00 WHEREFORE, petitioner(s) respectfully request(s) the probate of the last will and codicil(s) presented herewith and the grant of letters testamentary (testamentary; administration c.La.; administration d.b.n.c.t.a.) theron. G or1a Jean GurRoff 21 Woodland Court Mansfield, TX 76063 _' -tJf- ~m~~ STATE OF TEXAqATH OF'PERSONAL REPRESENTATIVE ro~~~WW*Mf:& } 58 COUNTY OF TARRANT - '" Ci)' u c:: II) "0_ .- '" "'- II)"" ~~ ].g ~..::: 3~ 11)..... So tU c:: 01) ti5 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 f petitioner(s) and that as ~ sona! represen- tative(s) of the above decedent petitioner(s) will well uly ~dm~l1,isster the estate a ordin t 1 ~~ Gloria Jean Gurko f .~~~ No. ~/~/- ~~ Estate of WILLIAM W. ST. JOHN , Deceased DECREE OF PROBATE AND GRANT OF LETTERS AND NOW ~ ;9; 2001, in consideration of the petition on the reverse side ereof, satisfa ory proof having been presented before me, IT IS DECREED that the instrument(s) dated March 15, 2000, described therein be admitted to probate and filed of record as the last will of WILLIAM W. ST. JOHN and Letters Testamentary are hereby granted to GLORIA JEAN GURKOFF ;-U~~<"u'~'~//:~ Register 0 Wills FEES Probate, Letters, Etc. ......... $ ~.. 66 ~hort Certificates( ).......... $ 6. 00 X-~~~~~ h t!:J 0 ~~tlon ................ ~ A:J..ab e~ TOTAL - $~OD Fil/. ....;:).a,~r......... Marlin R. McCaleb, Esq. (#06353) AITORNEY (Sup. Ct. 1.D. No.) 219 East Main Street, P.O. Box 230 Mechanicsburg,.PA 17055 ADDRESS (717) 691-7770 PHONE REGISTER OF WILLS OF CUMBERLAND COUNTY OATH OF SUBSCRIBING WITNESS ~/- al-6?3 MARLIN R. McCALEB a<ldid ~~ a subscribing witness to the will presented herewith, ~k) being duly qualified according to law, depose(s) and say(s) that I was present and saw William W. St. John the testat or , sign the same and that I signed as a witness at the request of testat--'lL..- in h ; ~ presence and 6i:atbec~JOfx:uk~ (in the presence of the other subscribing witness(es)). /4t7~~~ (Name) 219 East Main Street Mechanicsburg , (AdtlreS'sJ 0 55 Sworn to or affirmed and subscribed before ~iS /,6 7// . day of ~ rJ~~<nfZ~<J~~ . Register (Name) (Address) REGISTER OF WILLS OF COUNTY OATH OF NON-SUBSCRIBING WITNESS (each). a subscriber hereto, (each) being duly qualified according to law, depose(s) and say(s) that familiar with the signature of codicil testat_ of (one of the subscribing witnesses to) the will presented herewith and codicil that believes the signature on the will is in the handwriting of testat_ believes the signature of the will presented herewith and that codicil 1;>elieves the signature on the will is in the handwriting of to the best of knowledge and belief. Sworn to or affirmed and subscribed before me this day of 19_ (Name) (Address) Register (Name) (Address) REGISTER OF WILLS OF CUMBERLAND COUNTY OATH OF SUBSCRIBING WITNESS o:2/-t:J/-6f~ EMILY A. JOERG ~~il 6ea~ a subscribing witness to the will presented herewith, (~) being duly qualified according to law, depose(s) and say(s) that I was present and saw William W. St. John the testat or , sign the same and that T signed as a witness at the request of testat~ in his presence and ~RxmJllJel~kXJtk~ (in the presence of the other subscribing witness(es)). Sworn to or affirmed and subscribed before me this 1(; 7'(. day of JcAIL04Z. Pl' 2004 ~.tt~ . ~~ Notarial Seal Martin R. McCaleb. NotarY Public Mechanic8burg Boro. Cumberland County My CommisSiOn Expit'8s Dec. 14. 2006 Member. Pennsylvania Association Of Notaries O' r (Name) (Address) REGISTER OF WILLS OF COUNTY OATH OF NON-SUBSCRIBING WITNESS (each). a subscriber hereto, (each) being duly qualified according to law, depose(s) and say(s) that familiar with the signature of codicil testat_ of (one of the subscribing witnesses to) the will presented herewith and codicil that believes the signature on the will is in the handwriting of testat_ believes the signature of the will presented herewith and that codicil 1,1elieves the signature on the will is in the handwriting of to the best of knowledge and belief. Sworn to or affirmed and subscribed before me this day of 19_ (Name) (Address) Register (Name) J , (Address) C:;/-o/-6j'~ Commonwealth of Pennsylvania County of Cumberland BE IT REMEMBERED that I, Donna M Otto 1st Deputy and current acting Register of Wills of Cumberland County, Pennsylvania, do hereby deputize and commissionate Debbie Willimon, Supervisor of Probate, Tarrant County, Forth Worth, Texas, to take the affidavit and oath of Gloria Jean Gurkoff, Executrix in the Petition for Letters Testamentary, in the Estate of William W S1. John, Late of Middlesex Township, Cumberland County, Pennsylvania, deceased. IN TESTIMONY WHEREOF, I have hereunto set my and affixed my official seal this 16th day of December, 2003. ~ Sn. ~. Donna MOtto Register of Wills Cumberland County, Pennsylvania ~_T' (',~ ,C'0:=' 7'"='\.' (;,';:'(.. This is to certify that the information here given is correctly copied from an original certificate of death duly filed with me as Local Registrar. The original certificate will be forwarded to the State Vital Recor~s Office for permanent filing. WARNING: It is illegal to duplicate this copy by photostat or photograph. Fee for this certificate, $2.00 p 7622574 No. SEP 1 9 200\ Date COMMONWEALTH OF PENNSYLVANIA. OEPARTMENT OF HEALTH. VITAL RECORDS CERTIFICATE OF DEATH :3 Rev 2117 sex 8lIITHl'UCE lCoIy and SIlIle 01 Fer...,. CounIrYl Efl/OUlIIIliM 0 ~o 152 Peach Lane l..Carlisle, Fa 17013 FRHEIrS NAME Cf"... Midde. L.aII) l..Henry St. John 1NF00000000S NAME (T~ . Kay St. John METHOD OF OISPOSITJOH .....Kl c.--.. 0 "--'''-....0 ClIber~ p"" . Claraoont Nursing & Rehab Center ... D€CEDENT EVER IN DECEDENT'S EDUCRION US. ARMED FOACES1 --K1 NoD c-. (1-4 Of !'>+I MARITAL swus......... Ne\IIt M8niM, WlIlDwM, 0MIIced~ White 5UAVMNG SPOUSE I...... ~_1WIllIl 0IlI dIcecIenI ...ill. -.!lip? 17..0 :"-:::::a1 MOTHER'S NAME ifill. ModllIe. MMIan Sur_I fl. Edna lbckett INFORMANTS MAIUNO AOOAESSISIr....~. S-. Zipc-I 10 Cherry Street Towanda,Pa 18848 PLACE OF DlSPOSmON.... aI CeI'nalalYoCramaloty LOCRlON . ~ ..... Z1pCocla 01 Olhar ..... t~. 11.. =....24-2e_be~.. ==................- dNIIt. -~~ 2.001 ,... lI/loCllllt _1aiIur.. -.uTIE CAII8e (f'..... _ or COIlllIIian _ '-*'II on elaaIII}- .. 5P.47 DUE lOtoR AS A CONSEQUE =~"andiIiane II ~. ~ .................. I :_. E.-UNDULYlNlI ~_ CMI8I! to... 01 ...., C .-...~- ;_l8UIngon~LMT . d. e _ \IMS AN AU1a'SY WERE AU10PSY f'INDINOS ;:;__ PEIlf'ONED1 ~~~ OF DERH1 DUE 10 toR AS A CONSEQUENCE 01'): DUE lOtoR AS A CONSEQUENCE Of): MANNER OF DEATH DATE OF INJURY lMona>. Day. ...., ~ o o ........ ~ Suielde HomiCide ~ I'endIng IIMMiQalIon ...ONo Noe:r- ...0 Could IlClIbe...._ -- za. a. CUTIFII.II tCI'cII en, ON! 'CUTIFYING PHYSICIAN (Ph~certIyong ~aI_ __ phyK....1In pronouncecl_ eno CQI'IlpIeled Item 231 To...beet..""...-.......___.....~.,____.....,.............................................. . .~ ~ "PRONQllNClNG AND CUlTlFYlNGl'HYSICIAN~ boll> ;>oonOunC1IlQ_ ""'~lOcaeeol_' __ To'" beet.. "" IInowleclo4l. ...th __ ........... da... ...., pIec.. ..... _...... catlMClt ........n...... ......... . . . . . . . . . . . . . . . . . . . . . . . . ::I ~ 'MEDlCAL EXAlllNERICORONfR On IIIe ..... or..amlnatlon Mdlor InveallgaliDn. In my opinion. ..." occurrad at the tItne. d.t.. .nd place. .nd due 10 Ih. cauM(.) and -C=~~~~-=.................................~.;~,;~..1 1.. 17c.~ ..............Irt I ....! 21& Shiremanstown, Pa 1903 ~ket Street PART I: 0IIIar ....... ClIIIdliOIIa -*ibuIlng.. ......Ilul IIlIl ~ ill..llIIlIaItWlnI_ giwan in PMT I. TIME OF INJURY INJURY /Ii1 WOAK7 DESCRIBE HOW INJURY OCCUfUlEO. __ 0 NoD o ft. DATE FILfD (MonIh. Day. 'llNr1 M. I HAROLD S. IRWIN, III, ESQUIRE ATTORNEY ID NO. 29920 35 EAST HIGH STREET CARLISLE PA 17013 (717) 243-6090 ATTORNEY FOR PETITIONERS IN THE MATTER OF : IN THE COURT OF COMMON PLEAS OF : CUMBERLAND COUNTY, PENNSYLVANIA : ORPHANS COURT DIVISION : NO. 21 - 01 - 693 : GUARDIANSHIP-INCAPACITATED PERSON WILLIAM W. ST. .JOHN, an alleged incapacitated person Certificate of Service I, Anna Kozlowski, do hereby certify that I served a copy of the Citation and Order of Court, dated JV&-r Z ~ 7<Ja I , issuing a rule to show cause why petitioner should not be appointed guardian of the person and estate of William W. St. John, the alleged incapacitated person, at Claremont Nursing and Rehabilitation Center, Claremont Road, Carlisle, PA, on August 24, 2001, at 1 :30 p.m. August 27,2001 _Q~N\~ ~~A~ ANNA KOZLOWSK Sworn to and subscribed Before me this 27th day of Augus , 2001. Notarial Seal Harold S. Irwin III, Notary Public Carlisle Bora, Cumberland County My Commission Expires Sept. 23. 2002 Member, Penpsyl~/:f112 f\ "sociation ot Notaries ) ". WILLIAM W. ST. JOHN IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA NCr- ORPHANS' COURT 21-01-693 IN RE: IMPORTANT NOTICE CITATION WITH NOTICE A petition has been filed with this Court to have you declared an Incapacitated Person. If the Court finds you to be an Incapacitated Person, your rights will be affected, including our right to manage money and property and to make decisions. A copy of the petition which has been filed by HAROID S. IRWIN, III is attached. You are hereby ordered to appear at a hearing to be held in Court Room No. 2 , Cumberland County Courthouse, Carlisle, Pennsylvania, on AUGUST 27 , 200~, at 3:30 P.M. to tell the Court why it should not find you to be an Incapacitated Person and appoint a Guardian to act on your behalf. To be an Incapacitated Person means that you are not able to receive and effectively evaluate information and communicate decisions and that you are unable to manage your money and/or other property, or to make necessary decisions about where you will live, what medical care you will get, or how your money will be spent. At the hearing, you have the right to appear, to be represented by an attorney, and to request a jury trial. If you do not have an attorney, you have the right to request the Court to appoint an attorney to represent you and to have the attorney's fees paid for you if you cannot afford to pay them yourself. You also have the right to request that the Court order that an independent evaluation be conducted as to your alleged incapacity. If the Court decides that you are an Incapacitated Person, the Court may appoint a Guardian for you, based on the nature of any condition or disability and your capacity to .~J - ':''--'''''''. J '. make and communicate decisions. The Guardian will be of your person and/or your money and other property and will have either limited or full powers to act for you. If the court finds you are totally incapacitated, your legal rights will be affected and you will not be able to make a contract or gift of your money or other property. If the court finds that you are partially incapacitated, your legal rights will also be limited as directed by the Court. If you do not appear at the hearing (either in person or by an attorney representing you) the court will still hold the hearing in your absence and may appoint the Guardian requested. By: (:,. ~~ Clerk, Orphans' Cour Division Cumberland County, Carlisle, PA My Commission Expires 1 st Monda y, January, 2002 DATED: JULY 26,2001 '" LAW OFFICES "ARLlN R. McCALEB LAST WILL AND TESTAMENT I, WILLIAM W. ST. JOHN, of the Borough of Carlisle, County of Cumberland and Commonwealth of 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 all former Wills and Codicils by me at any time heretofore made. FIRST. I order and direct that all my just debts and funeral expenses be paid by my Executrix, hereinafter named, as soon as conveniently may be done after my decease. SECOND. I give and bequeath my automobiles, personal effects and such household goods, furniture and furnishings as may be my individual property and not the property of my wife, nor owned jointly by me with her, and other tangible personalty of like nature (not including cash or securities), together with any existing insurance thereon, unto my wife, MILDRED L. ST. JOHN, if she survives me, but if she does not survive me then I give and bequeath the same to my wife's daughter, GLORIA JEAN GURKOFF, absolutely, if she survives me. THIRD. I give, devise and bequeath ali the rest, residue and remainder of my estate, real, personal and mixed, whatsoever and wheresoever situate, in equal shares unto my wife, MILDRED L. ST. JOHN, absolutely and in fee simple, if she survives me. FOURTH. If my wife, MILDRED L. ST. JOHN, shall not survive me, then and in that event I give, devise and bequeath all the rest, residue and remainder of my estate, real, personal and mixed, whatsoever and wheresoever situate, unto my wife's daughter, GLORIA JEAN GURKOFF, absolutely and in fee simple. Provided, however, that if my wife's daughter, GLORIA JEAN GURKOFF, shall predecease me leaving lawful issue to survive me, then and in that event I order and direct that the share provided above for my wife's said daughter shall be paid over and distributed unto her said lawful issue, per stirpes, and said issue to take the ancestor's share by representation and not per capita. LASTLY. I nominate, constitute and appoint my wife, MILDRED L. ST. JOHN, Executrix of this, my Last Will and Testament, but if for any reason she shall fail to qualify as such Executrix or cease so to serve, then I nominate, constitute and appoint my wife's daughter, GLORIA JEAN GURKOFF, to serve in her place and stead, all to serve without bond in this or any other jurisdiction. IN WITNESS WHEREOF, I, WILLIAM W. ST. JOHN, have hereunto set my hand and seal to this, my Last Will and Testament which consists of three (3) typewritten pages to each of which I have affixed my signature this is- day of -/JL 4:..A....- c: L , A.D., Two Thousand (2000). ~ --xf /J~ ___/ ~SEAL) y The preceding instrument, consisting of this and two (2) other typewritten pages, each identified by the signature of the Testator, was on the date thereof signed, sealed, published and declared by WILLIAM W. ST. JOHN, the Testator LAW OFFICES I1ARLlN R. McCALEB -3- ~ LAW OFFICES ~ARLlN R. McCALEB therein named, as and for his Last Will and Testament, in the presence of us, who, at his request, in his presence, and in the presence of each other, have subscribed our names as witnesses hereto. k?~ $~q.rr7 -4- HAROLD S. IRWIN, III, ESQUIRE ATTORNEY 10 NO. 29920 35 EAST HIGH STREET CARLISLE PA 17013 (717) 243-6090 ATTORNEY FOR PETITIONER IN THE MATTER OF : IN THE COURT OF COMMON PLEAS OF : CUMBERLAND COUNTY, PENNSYLVANIA : ORPHANS CO..o.~~ISION : NO. 21 - 01 - : GUARDIANSHIP-INCAPACITATED PERSON WII.LIAM W. ST. .JOHN, an alleged incapacitated person ORDER OF COURT NOW, this 21~ day of ~~~ ,2001, on motion of Harold S. Irwin, III, Esquire, upon consideration of the attached petition and after a hearing held following due notice, it is ordered and decreed that WilliAM W. ST. JOHN is adjudged an incapacitated person. Mary Kay St. John is appointed plenary guardian of the person and of the estate of William W. St. John. In that all of the property owned by the incapacitated person is owned jointly with his spouse, who has joined in this petition, no h~nc1 ~hall be reql1ired of petitioner. By the Court, ~~, /Ii. / J. I . IN THE MATTER OF : IN THE! COURT OF COMMON PLEAS OF : CUMBI!RLAND COUNTY, PENNSYLVANIA : ORPHANS COURT DIVISION : NO. 21 - 01 - : GUARDIANSHIP-INCAPACITATED PERSON WILLIAM W. ST. .JOHN, an alleged incapacitated person CITATION TO THE Af-Lf,SGED INCAPACITATED PERSON TO: WilliAM W. ST. JOHN We command you to appear at a hearing in the Orphan's Court of Cumberland County, to be held in Courtroom No. _ of the Cumberland County Courthouse, on , 2001, at o'clock _.m., to show cause why you should not be adjudged an incapacitated person and a guardian appointed for your person and estate. By the Court, J. IN THE MATTER OF : IN THE COURT OF COMMON PLEAS OF : CUMBERLAND COUNTY, PENNSYLVANIA : ORPHANS COURT DIVISION : NO. 21 . 01 - : GUARDIANSHIP-INCAPACITATED PERSON WILLIAM W. ST. .JOHN, an aneged incapacitated person PRELIMINARY ORDER NOW, this !1~ day of ~f J..lA , 2001, upon motion of Harold S. Irwin, III, Esquire, and upon consider~i of th~ attached petition, a rule is issued upon William W. St. John to show cause why he should not be adjudged an incapacitated person and a guardian of her person and estate be appointed. A hearing on this matter shall be held in Courtroom No. ~ of the Cumberland County Courthouse, on ~~ ;). .. , 2001, at ?>,60 o'clock -f2,m" At least twenty (20) days notice of the hearing shall be given to the next-of-kin listed in the petition by personal service or by regular and certified mail. By th~--~,f ',',",':, . . _' I I / YJ~1 J. /. IN THE MATTER OF : IN THE COURT OF COMMON PLEAS OF : CUMBERLAND COUNTY, PENNSYLVANIA : ORPHANS COURT DIVISION : NO. 21 - 01 - : GUARDIANSHIP-INCAPACITATED PERSON WILLIAM W. ST. ..JOHN, an alleged incapacitated person PETITION FOR ApPOINTMENT OF GUARDIAN NOW comes petitioner, Mary Kay St. John, by her attorney, Harold S. Irwin, III, Esquire, and presents this petition for appointment of guardian over William W. St. John, an alleged incapacitated person, representing as follows: 1. Petitioner is Mary Kay St. John, an adult individual and daughter of the alleged incapacitated person, residing at 10 Cherry Street, Towanda, Pennsylvania 18848. 2. The alleged incompetent is William W. St. John, born June 9, 1917 (age 84 years), whose permanent residence address is Claremont Nursing and Rehabilitation Center, Claremont Drive, Carlisle, Cumberland County, Pennsylvania 17013. 3. The alleged incapacitated person became incapacitated and has been unable to handle his own affairs since suffering a stroke in November, 2000. His spouse, rv1ildred St. John, whose consent is attached hereto, is not able to provide the level of care and attention necessary as she has now been admitted to the Claremont facility as well. She desires that the petitioner be appointed guardian for the alleged incapacitated person. 4. The following person is the alleged incapacitated person's next-of-kin: Mildred S1. John, spouse of the alleged incapacitated person, who resides with the alleged incapacitated person at Claremont Nursing and Rehabilitation Center, Claremont Road, Carlisle, Cumberland County, Pennsylvania 17013. 5. Petitioner has no knowledge ot any other Court within this Commonwealth which has appointed a guardian for the alleged incapacitated person. 6. Prior to the onset of the alleged incapacity, the alleged incapacitated person was retired and had no income except for social security and a small pension. 7. The alleged incapacitated person is incapable of handling his affairs tor the reasons set forth in a competency affidavit, prepared by her treating physician, Ernest Joseph, M.D., which statement is incorporated herein by reference and attached hereto as Exhibit "A". 8. Petitioner, having no interest adverse to the alleged incapacitated person, has agreed to act as guardian if this Honorable Court shall so appoint. The consent ot the proposed guardian is incorporated herein by reference and attached hereto as Exhibit "B". 9. The alleged incapacitated person owns no assets in his own name, but does own assets jointly with his spouse, Mildred 51. John, who has consented to this petition (a copy ot which is incorporated herein by reference and attached hereto as Exhibit ..C"). WHEREFORE, petitioner respectfully requests this Honorable Court issue a rule upon William W. S. John, the alleged incapacitated person, with notice thereof to be given to his next-ot-kin, and to such other persons as this Court may direct, to show cause why he should not be adjudged an incapacitated person and petitioner be appointed guardian of his person and estate. Petitioner further requests that a guardian ad litem be appointed to act for the alleged incapacitated person regarding any necessary hearings. HAROLD S. IRWIN, III Attorney for petition July 1 A- , 2001 VERIFICA TION Mary Kay St. John, petitioner in this matter, do hereby depose and state that the facts contained in the foregoing petition are true and correct to the best of my knowledge, information and belief. I understand that false statements made herein are subject to the penalties of 18 Pa.C.S.A. Section 4094, relating to unsworn falsification to authorities. July "2.4-: 2001 ~S&~ MARY KAY T. J .. 67/16/2601 08:55 7172401983 A t-<JING Ct-~RC PAGE 02 --- ... IN THe MATTeR OF : IN THE COURT OF COMMON PLIlAS OF : CUM..RLAND COUNTY, peNN.VLVANIA : ORPHANS COURT DIVI.,ON : NO. 21 · 01 .. : GUARDIANSHIP-INCAPACITAT.D ....ON WILLIAM W. 8T. .lOHN. an a'Ie._ Inc.plJClt8tM ......... " Ernest Joseph, M.D., being duly sworn according to Jaw, depose and say that I am a licensed physician in the Commonwealth of Pennsylvania employed by Claremont Nursing and Rehabilitation Center. t have examined the alleged incapacitated person, William W. St. John, with care and diligence. Based upon said examination and observation, I am of the opinion that he is incompetent to manage his own affairs and that there is no expectation of his recovery within a reasonable medical certainty. In addition, it is my opinion that no useful purpose would be served by Mr. St. John's appearance at 8 hearing to adjudicate his competency and. in fact, attendance at such a hearing could we" be adverse to his well-being. Sworn to and 8Ub8cribed before me this q ct..... day of July, 2001. ~/ --- ,,/ ./ :::---:::::: .~ 7 - <1- 1>/ ERN . . . D~~~~~Q.~ Notary Public Notarial Seal f.trida A. Meek. HeMry Pub.Ilc , .......x Twp.. CumberIanc1 ~ .. ~ &pit8s Now. 8. 200' ociItion riM EXHIBIT "A" 07/10/2001 08:55 7172401983 A l'" I t-4G CNRC PAGE 03 ~ Ot'\t ~";i ~~',.<'J ~ & ~ 375 Claremont Drive Corlisj., PA 170 )3-8805 main (717) 243.2031 fall {71712Ao..19S2 fteJlabilitation Center To whDm it 1/IQY l:l1ncem, William Sf. John ;$ a resident who ill'WSiding tit the ChrellfMt Nursing and RehabJ1itotiDn Center in Cor/isle, Po. Mr. St. John has a ditlgnDsis ()f Stmile l>ementitl Df the Alzheimer's T n-llI'Id is living on .. _CUl'Wd unit tit the facility- H"$ cognitive $1rI1II$ i$ $ignifietlnt!y impailWd ond he is ina:tptlble Df understrmding diagnosis twi pltJn Qf azre. He receives tofDl Qs$istanCI! with a/l QS(Jects of care Dfld ;s not t:I1fXlhle cf making decismn$. 7- ~ -OJ fi se1l'ice agency oj CUl1'lberland COUHty IN THE MATTER OF : IN THE COURT OF COMMON PLEAS OF : CUMBERLAND COUNTY, PENNSYLVANIA : ORPHANS COURT DIVISION : NO. 21 - 01 - : GUARDIANSHIP-INCAPA~ITATED PERSON WILLIAM W. ST. .JOHN, an alleged incapacitated person CONSENT OF PROPOSED GUARDIAN I, Mary Kay St. John, do hereby certify that I am the daughter of the alleged incapacitated person and that I am willing to act as the guardian of his person and estate, if the Court shall so appoint me. Further, I do hereby certify that I am not a fiduciary of any estate in which the alleged incapacitated person has an interest, nor have I any interest adverse to the alleged incapacitated person. The facts and opinions contained herein are true and correct to the best of my knowledge information and belief. M~~~ SJdJL Sworn to and subscribed before me this \ ~ ~ day of July, 2001.~ ~~.~\,<\,~~\~ Notary P lic ' EXHIBIT "8" FROM : BRADFORD CO ASSESStvl:.,~T .... .. ' P,~NE ~~O. 5702651749 Jul. 10 2001 t2:27PM P1 " IN THE MAT1'BR OF :: IN TN_ COURT OF COMMON PLEAS OF : CUM.&.LAND COUNTY, PI!NNSYLVANIA : OR.HAN. COURT DIVISION I : NO. 21 · 01 · ~ : GUARDIANSHIP-INCAPACITATED P&RSON WIU.IAM W. 8T.. "OHN, an _..eg.eL' incapacitated person I, Mildred St. John. spouse of William W. St. John, do hereby certify that I agree . that he is' not"able- to' care forhlmserr or-his affairs' and thatit'is necessary for a guarcilan to be appointed to care for and make important decisions for him. I therefore give my consent and agreement that his daughter, May Kay St. John, be appointed guardian of William W. St. John. ..-_....~:- ....,'. ~ ' , . Further, I do hereby certify that I am not a fiduciary of any estate in which the alleged incapacita'ted person has an Interest, nor have I any interest adverse to him. All of our assets are owned Jointly. The facts and opinions contained herein are true and correct to the best cf my knowledge. information and belief, ~r"~T:~~.fl);d4-J Sworn to and subscribed before me this /0 ~ day of July, 2001. O~~!Q~.~~~ / Notary Public r ----'--.. -- ~;.~ l~~~~~~;I-------"'--"-'''-; t PatriCla A. M~d--. f40tary Puolic MKid\eSeX Twp., Cumberland C~~ ~. C<nmission e.x~r8$,~::~"'OO' ~,. - EXHIBIT .C. " 7 ~,.,.~ ,. - Cumberland County - Register Of Wills Hanover and High Street Carlisle, PA 17013 Phone: (717) 240-6345 Date: 8/03/2004 MCCALEB MARLIN R 219 E MAIN STREET MECHANICSBURG, PA 17055 RE: Estate of ST JOHN WILLIAM W File Number: 2001-00693 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. I, for decedents dying on or after July I, 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: 9/18/2004 Your prompt attention to this matter will be appreciated. Thank You. Sincerely, ~~~ GLENDA FARNER STRASBAUGH REGISTER OF WILLS cc: File Personal Representative(s) Judge r STATUS REPORT UNDER RULE 6.12 Name of Decedent: ttl/~ uAA1 Date of Death: CJ y - I?- 0 I Will No.: ~ I ~ cJ J.... 06'"9".? tv. 5r: ,/~;.I tV Admin. No.: Pursuant to Rule 6.12 of the Supreme Court Orphans' Court Rules, I report the following with respect to completion of the administration of the above-captioned estate: 1. State whether administration of the estate is complete: Yes 0 No ~ 2. If the answer is No, state when the personal representative reasonably believes that the administration will be complete: ~~~ ~r 3~ Z()Ot/ , 3. lithe answer to No.1 is Yes, state the following: a. Did the personal representative file a final account with the Court? Yes No 0 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 iI1 interest? Yes 0 No 0 c. Copies of receipts, releases, joinders and approval of formal or informal accounts may be filed with the Clerk of the Orphans' Court . and ~.y be attached to this rep,,_ . :ll Dare:.aI':::.tZ-c7'/ .~~ ~l'; Signature q- , ~~. 9 n . ;:J::> .,,"', //t~~? ~ ;;' ~!. Name c 0 ;~ t . \, ~ ? c.. "'"0 ::;:.' .', c.:: ..... !i>~ ~.- . -uc. ,..) .:Jt'f 15" ~aJ~' sIz ,~/U~~; /d Address' I h7/-777~ Telephone No. Capacity: 0 Personal Representative MCounse1 for personal representative Register of Wills of CUMBERLAND County, Pennsylvania INVENTORY Estate of William W. St. John No, 21-01-00693 also known as Date of Death 09/18/2001 , Deceased Social Security No, 494 - 01- 8317 Gloria Jean Gurkoff, Personal Representative(s) of the above Estate, deceased, verify that the items appearing in the following Inventory include all of the personal assets wherever situate and all of the real estate in the Commonwealth of Pennsylvania of said Decedent, that the valuation placed opposite each item of said Inventory represents its fair value as of the date of the Decedent's death, and that Decedent owned no real estate outside of the Commonwealth of Pennsylvania except that which appears in a memorandum at the end of this Inventory. I !We verify that the statements made in this Inventory are true and correct. l!We understand that false statements herein are made subject to the penalties of 18 Pa, C,S, Section 4904 relating to unsworn falsification to authorities. Name of Attorney: Marlin R. McCaleb Esq. Personal Representativ Signature: v1 ~ G orIa Jean Gurkoff I.D, No,: 06353 Signature: Address: 219 East Main Street Address: 21 Woodland Court Mechanicsburg, FA 17055 Mansfield, TX 76063 Telephone: 717/691- 7700 Telephone: 817/572 - 4822 Dated: ~ ) d--()8 -Oli Description Value (See continuation page(s) attached) E ffi.~ , 11;r: ("') f!2~r- 'r :z: m ~cn:O DCJ~ 00.,.., OC: : :0 :u-i );0. ~ c::> ~ .s::- O fT1 n ::0 ::0 rn fT10 (";')0 ~2:0 ::'(:1 .....1 ,--:;1 ~i t~j <:"f~ ~'f~ ...,..- -'1" ~~O ;_n-I cnO -n ~ .." :x .;;- 0'\ (Attach additional sheets if necessary) Total: 7,178.24 NOTE: The Memorandum of real estate outside the Commonwealth of Pennsylvania may, at the election of the personal representative, include the value of each item, but such figures should not be extended into the total of the Inventory, Prepared by the Pennsylvania Bar Association Copyright (c) 1996 form software only CPSystems, Inc, Form1lRW-7 (1992) REV-1500 INHERITANCE TAX RETURN RESIDENT DECEDENT REV -1500 EX + (6-00) CAPB HpRL EplO CRAC KoTK ES D E C E D E N T COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE DEPT. 280601 HARRISBURG, PA 17128-0601 DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL) St. John William W. DATE OF DEATH (MM-DD-YEAR) FILE NUMBER COUNTY CODE OFFICIAL USE ONLY 21-01-00693 YEAR NUMBER SOCIAL SECURITY NUMBER 494-01-8317 THIS RETURN MUST BE FILED IN DUPLICATE WITH THE None 7,178.24 None None None 197.76 None 9,655.57 36,449.86 x X X X ,0 0 .0 45 ,12 ,15 DATE OF BIRTH (MM-DD-YEAR) St. John, Mildred L. X 1. Original Return 4. Limited Estate X 6. Decedent Died Testate Supplemental Return Future Interest Compromise (date of death after 12-12-82) Decedent Maintained a Living Trust REGISTER OF WILLS SOCIAL SECURITY NUMBER o D 3' date of death . Remainder Return prior to 12-13-82) 5. Federal Estate Tax Return Required 8. Total Number of Safe Deposit Boxes 11. Election to tax under Sec. 9113(A) (Attach Sch 0) C P o 0 R N R D E E S N T C o M P T U A T X A T I o N (Attach copy of Will) (Attach copy of Trust) D 9. Litigation Proceeds Received D 10. Spousal Poverty Credit (date of death between 12-31-91 and 1-1-95) NAME Marlin R. McCaleb Es . FIRM NAME (If Applicable) Law Offices-Marlin R. McCaleb TELEPHONE NUMBER COMPLETE MAILING ADDRESS 219 East Main Street P. O. Box 230 Mechanicsburg, PA 17055 69 - 00 Real Estate (Schedule A) Stocks and Bonds (Schedule B) Closely Held Corporation, Partnership or Sole-Proprietorship 4. Mortgages & Notes Receivable (Schedule D) 5. Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E) 6. Jointly Owned Property (Schedule F) D Separate Billing Requested 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (7) (Schedule G or L) 8. Total Gross Assets (total Lines 1-7) 9. Funeral Expenses & Administrative Costs (Schedule H) (9) 10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) (10) 11. Total Deductions (total Lines 9 & 10) 12. Net Value of Estate (Line 8 minus Line 11) 13. Charitable and Governmental Bequests/Sec 9113 Trusts for which an election to tax has not been made (Schedule J) 14. Net Value Subject to Tax (Line 12 minus Line 13) (1) (2) (3) OFFICIAL USE ONLY (") Co $.::0 fg -00 Tl :J:~ _J..... . r0- C:;:: in ""7r,.:;,:rJ "r_, v.. ;x:; 0000 0". " OC ; ::::0 :o-f to-.:> C;> = ..Jt:"" o r'T1 (""') ::0 ::T:! f'n ['TIC) (j-) c..') :2.:; ~~j r"1~ !"T"t ~:~;~} t::_~) R E C A P I T U L A T I o N (4) (5) &"" -0 :l: 5c~ -;~~ ---:'': ::::.J i~:: C) r-.rn -,'1 (6) SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES 15. Amount of Line 14 taxable at the spousal tax rate, or transfers under Sec, 9116(a)( 1,2) (38 , 729.43 ) 16. Amount of Line 14 taxable at lineal rate 17. Amount of Line 14 taxable at sibling rate 18. Amount of Line 14 taxable at collateral rate 19. Tax Due 20. X (8) C"\ 7,376.00 (11) (12) (13) 46.105.43 (38,729.43) (14) (38,729.43) (15) (16) (17) (18) (19) 0.00 0.00 0.00 0.00 0.00 Copyright (c) 2000 form software only The Lackner Group, Inc, Form REV-1500 EX (Rev, 6-00) Decedent's Complete Address: STREET ADDRESS 152 Peach Lane CITY I STATE I ZIP Carlisle PA 17013 Tax Payments and Credits: 1. Tax Due (Page 1 Line 19) 2. Credits/Payments A. Spousal Poverty Credit B. Prior Payments C. Discount (1) 0.00 Total Credits ( A + B + C) (2) 0.00 3. InterestlPenalty if applicable D. Interest E. Penalty Total Interest/Penalty ( D + E) (3) 4. If 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) 5. If Line 1 + Line 3 is greater than Line 2, enter the difference, This is the TAX DUE. (5) A. Enter the interest on the tax due, (SA) B. Enter the total of Line 5 + SA. This is the BALANCE DUE. (5B) Make Check Payable to: ,REGISTER OF WILLS, AGENT 0.00 0.00 0.00 0.00 0.00 PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" 1. Did decedent make a transfer and: 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? . , , , . . . . . 2. If death occurred after December 12, 1982, did decedent transfer property within one year of death without receiving adequate consideration?, , , , , , . , . . . . , , , , , . , , . , . , , , , , . , D 3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death? . , , , . , , . , . , . . . . . . . . , , , . , . , . . . , , , , , . . ., ,,'., . D 4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which contains a beneficiary designation? , . , , . . . . , , , . , . . . , , , , . . . . . , . . , . . . D IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN. IN THE APPROPRIATE BLOCKS Yes No ~~ []] []] []] Under penalties of perjury, I declare that I have examined this return, Including accompanying schedules and statements, and to the best of my knowledge and belief, It Is true, and complete. Declaration of pre parer other than the personal representative Is based on all information of which preparer has any knowledge, LE FOR FILING RETURN Gloria Jean Gurkoff 21 Woodland Court ----------------------------------------------------- Mansfield, TX 76063 Law Offices-Marlin R. McCaleb 219 East Main Street ----------------------------------------------------- Mechanicsbur PA 17055 DATE ~)}.--08-ot DATE /2- ('-~'f 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) (iil]. 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) . , , . . \.. LAW OFFICES =tUN R. McCALEB LAST WILL AND TESTAMENT I, WILLIAM W. ST. JOHN, of the Borough of Carlisle, County of Cumberland and Commonwealth of 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 all former Wills and Codicils by me at any time heretofore made. FIRST. I order and direct that all my just debts and funeral expenses be paid by my Executrix, hereinafter named, as soon as conveniently may be done after my decease. SECOND. I give and bequeath my automobiles, personal effects and such household goods, furniture and furnishings as may be my individual property and not the property of my wife, nor owned jointly by me with her, and other tangible personalty of like nature (not including cash or securities), together with any existing insurance thereon, unto my wife, MILDRED L. ST. JOHN, if she survives me, but if she does not survive me then I give and bequeath the same to my wife's daughter, GLORIA JEAN GURKOFF, absolutely, if she survives me. THIRD. I give, devise and bequeath aU the rest, residue and remainder of my estate, real, personal and mixed, whatsoever and wheresoever situate, in equal shares unto my wife, MILDRED L. ST. JOHN, absolutely and in fee simple, if she survives me. FOURTH. If my wife, MILDRED L. ST. JOHN, shall not survive me, then and In that event I give, devise and bequeath all the rest, residue and remainder of my estate, real, personal and mixed, whatsoever and wheresoever situate, unto my wife's daughter, GLORIA JEAN GURKOFF, absolutely and in fee simple. Provided, however, that if my wife's daughter, GLORIA JEAN GURKOFF, shall predecease me leaving lawful issue to survive me, then and in that event I order and direct that the share provided above for my wife's said daughter shall be paid over and distributed unto her said lawful issue, per stirpes, and said issue to take the ancestor's share by representation and not per capita. LASTLY. I nominate, constitute and appoint my wife, MILDRED L. S1. JOHN, Executrix of this, my Last Will and Testament, but if for any reason she shall fail to qualify as such Executrix or cease so to serve, then I nominate, constitute and appoint my wife's daughter, GLORIA JEAN GURKOFF, to serve in her place and stead, all to serve without bond in this or any other jurisdiction. IN WITNESS WHEREOF, I, WILLIAM W. ST. JOHN, have hereunto set my hand and seal to this, my Last Will and Testament which consists of three (3) typewritten pages to each of which I have affixed my signature this L~) day of .:7;1... .....;r,'-- c: L , A.D., Two Thousand (2000). S>~>~1 "- - ./f- ,JL(": ./ ".j~ 7i". "j/ v:..t~-~,- t.- co !,;("< - '"' . ------....--. . , (SEAL) The preceding instrument, consisting of this and two (2) other typewritten pages, each identified by the signature of the Testator, was on the date thereof signed, sealed, published and declared by WILLIAM W. S1. JOHN, the Testator LAW OFFICES MARLIN R. McCALEB -3- . , I ~...l '~ "'","\! -....;"J \, ~\~ "'{-. \ ''\ ~ \ ~..- r', ( ~ , ...,:: c .,~~ ~\ LAW OFFICES MARLIN R. McCALEB therein named, as and for his Last Will and Testament, in the presence of us, who, at his request, in his presence, and in the presence of each other, have subscribed , , our names as witnesses hereto. ~" -'/ A/f1" '4/~P~../(: t ~k' ~ /l /7... \) ~i7-'C:L w >}~ t-t - ,:;L!- _ {j -4- REV-1503 EX + (1-97) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF SCHEDULE B STOCKS & BONDS William W. St. John SSII 494-01-8317 09/18/2001 All property jointly-owned with right of survivorship must be disclosed on Schedule F. ITEM NUMBER 1 DESCRIPTION 7.9838 shares 7.9838 preferred ADSs, News Corporation ("NWSA" ), - @ $21. 925 2 192 shares John Hancock Financial Services, Inc., - common capital stock, CUSIP 410145106. 3 One (1) share, Twentieth Century-Fox Film Corp, common, - determined to have no value as of D.O.D.. UNIT VALUE 21.925 36.475 TOTAL (Also enter on line 2, Recapitulation) (If more space IS needed, Insert additional sheets of the same size) Copyright (c) 1996 form software only CPSystems, Inc, FILE NUMBER 21-01-00693 VALUE AT DATE OF DEATH 175.04 7,003.20 0.00 7,178.24 Form REV-1503 EX (Rev, 1-97) REV-1509 EX + (1-97) SCHEDULE F JOINTL V-OWNED PROPERTY COMMONWEALTH OF PENNSYLVANIA INHERIT ANCE TAX RETURN RESIDENT DECEDENT ESTATE OF William W. St. John SS1I 494-01-8317 09/18/2001 FILE NUMBER 21-01-00693 If an asset was made joint within one year of the decedent's date of death, it must be reported on Schedule G. A. SURVIVING JOINT TENANT(S) NAME Mildred L. St. John ADDRESS 152 Peach Lane Carlisle, PA 17013 Spouse B. Gloria Gurkoff 21 Woodland Court Mansfield, TX 76063 Stepdaughter c. RELATIONSHIP TO DECEDENT JOINTLY-OWNED PROPERTY: LETTER ITEM FOR JOINT NUMBER TENANT 1 A,B DATE MADE JOINT o 5/U'"/G 1 DESCRIPTION OF PROPERTY Include name of financial Institution and bank account number or similar Identifying number. Attach deed for jointly-held real estate, Checking Acct. #5003606553, PNC Bank, - opened 05/15/2001 in names of Decedent and Mildred L. St. John and Gloria Gurkoff, with $1,500.00 from Money Market Acct. #5002067463 in names of Decedent and Mildred L. St. John (Decedent's wife). D.G.D. balance: $1,186.30. Upon Decedent's death, his 1/3 interest passed as follows: 1/6 to his wife, Mildred L. St. John, and 1/6 to his stepdaughter, Gloria Gurkoff; only the latter 1/6 is a taxable transfer. DATE OF DEATH VALUE OF ASSET 1,186.30 % OF DATE OF DEATH DECD'S VALUE OF INTEREST DECEDENT'S INTEREST 16.67% 197.76 TOTAL (Also enter on line 6, Recapitulation) $ (If more space IS needed insert additional sheets of the same size) Copyright (c) 1996 form software only CPSystems.lnc, 197.76 Form REV-1509 EX (Rev, 1-97) HPR-29--2004 00: 01 PHCBAHK <:12 758 3458 P,01,..-'01 o PNCBAN< April 29, 2004 Marlin R. McCaleb Frankenberger Place 219 East Main Street P.O, Box 230 Mechaniesburg, PA 17055 RE: Estate of William '!N. St. John, deceased SSN: 494-01-8317 DOD: 9/1812001 Dear Mr. McCaleb: In response to your request for Date of Death b&lanees fOl' the customer noted above, our record~ show the following: Chedting Account Account #5003606553 Established 05/15/200 1 ' wu'LIAM: W ST JOHN MaDRED L 5T JOHN GLORIA Gt.i''RKOFF DOD balance: $1,186.30 (non-interest bearing) Please note that this office only provides date of death balances for deposit accounts (IRAs, CDs, Checking and Savings accounts). We do not p~s ItD)" financial traDsadion. or provide statemeDu. If you need assisUlnce with any of these items, please caJ11.8S8-PNC-BANK (1-888-762-2265) or stop by your local PNC Bank branch office. ' Sinc.erely, ~.{L lJ.lvJ..~ Rachelle Wells ].800-762-1775 P7-PFSC.04-F 500 first Ave. Pittsbl.lll'h PA 15219 Member FDIC TOTAL P.Ol REV-1511 EX +(1-97) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS ESTATE OF William W. St. John Debts of decedent must be reported on Schedule I. ITEM NUMBER A. B. SSfI 494-01-8317 09/18/2001 FILE NUMBER 21-01-00693 DESCRIPTION AMOUNT 1 FUNERAL EXPENSES: Brackendorf Memorials, - gravemarker. 2,035.00 2 Myers-Harner Funeral Home, Inc., - funeral service. 5,988.57 3 Rev. Steven Melton/Rev. Dr. Timothy Hood, - funeral service. 200.00 1. ADMINISTRATIVE COSTS: Personal Representative's Commissions Name of Personal Representative(s) Gloria Jean Gurkoff Street Address 21 Woodland Court City Mansfield State TX Zip 76063 500.00 Year(s) Commission Paid: 2. 3. Attorney's Fees Law Offices-Marlin R. McCaleb Family Exemption: (If decedent's address is not the same as claimant's, attach explanation) Claimant Street Address 750.00 City Relationship of Claimant to Decedent State Zip 4. Register of Wills 62.00 Probate Fees 5. Accountant's Fees 6. Tax Return Preparer's Fees 7. 1 Other Administrative Costs Register of Wills, - file Inventory and Appraisment. 20.00 2 Register of Wills, - Reserve for final administration expenses. 100.00 TOTAL (Also enter on line 9, Recapitulation) $ 9,655.57 (If more space is needed, insert additional sheets of the same size) Copyright (e) 1996 form software only CPSystems, I ne, Form REV-1511 EX (Rev, 1-97) REV-1512 EX + (1-97) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF William W. St. John SCHEDULE I DEBTS OF DECEDENT, MORTGAGE LIABILITIES, AND LIENS SSfJ 494-01-8317 09/18/2001 FILE NUMBER 21-01-00693 Include unreimbursed medical expenses. ITEM NUMBER 1 DESCRIPTION Commonwealth of Pennsylvania, - Department of Public Welfare, reimbursement for medical assistance paid ($21,988.96 for medical assistance paid within six months of D.O.D. and $14,460.90 for medical assistance paid more than six months before D.O.D.). AMOUNT 36,449.86 TOTAL (Also enter on line 10, Recapitulation) $ 36,449.86 (If more space is needed, insert additional sheets of the same size) Copyright (c) 1996 form software only CPSystems, I nc, Form REV-1512 EX (Rev, 1- 97) APP--29--2004 0~:: 0"- PHCBAtlK <:12 758 3458 F, ~31/01 o PNCBAN< April 29, 2004 Marlin K McCaleb Frankenberger Place 219 East Main Street P,Q. Box 230 Mechaniesburg, PA 17055 RE: Estate of William,W. St.1ohn, deCl"..ased SSN: 494-01-8317 000: 9/1812001 Dear Mr. McCaleb: III response to your request for Date of Death balances for the customer uoted above, (Iur record.!; show the following: Cheddng Account AccouotIFSOO36065S3 Established 05/15/2001. WU.LIAM: W ST JOHN MUDRED L ST JOHN GLORIA GlJRKOFF ooD balance: S1,186.30 (non-interest bearing) Please note that this office only provides date of death balances for deposit accounts (IRAs, CDs, Checkin& and Savings accounts). We do not protfSS auy fmandal traDsadioD$ or provide statements. If you need assiStance with any of these items, please call1~888.PNC-BANK (1-888-762-2265) or stop by your local PNC Bank branch office. . Sincerely, ~fL~ Rachelle Wells ) .800-762-1775 P7-PFSC-04.F 500 first Ave. Pittsburgh PA.15219 Member FDIC TOTAL P.01 Register of Wills of CUMBERLAND County, Pennsylvania INVENTORY Estate of William W. St. John No, 21-01-00693 also known as Date of Death 09/18/2001 ,Deceased Social Security No, 494-01-8317 Gloria Jean Gurkoff, Personal Representative(s) of the above Estate, deceased, verify that the items appearing in the following Inventory include all of the personal assets wherever situate and all of the real estate in the Commonwealth of Pennsylvania of said Decedent, that the valuation placed opposite each item of said Inventory represents its fair value as of the date of the Decedent's death, and that Decedent owned no real estate outside of the Commonwealth of Pennsylvania except that which appears in a memorandum at the end of this Inventory, I /We verify that the statements made in this Inventory are true and correct. I/We understand that false statements herein are made subject to the penalties of 18 Pa, C,S, Section 4904 relating to unsworn falsification to authorities, I.D, No,: 06353 Name of Attorney: Marlin R. McCaleb Esq. Signature: Address: 219 East Main Street Address: 21 Woodland Court Mechanicsburg, FA 17055 Mansfield, TX 76063 Telephone: 717/691- 7700 Telephone: 817/572 - 4822 Dated: ~ ) J.-Cj9 -O'i Description Value (See continuation page(s) attached) g :s:Q (J:r~ ! "'::r: 0 ?-2~Fn ~4:o 4- C/) -.,.. CJOO 00" OC: : ::0 ::u-t :>- t-..:) c:. ~ .s::- O fT1 n ::0 :::0 rT1 r.,., 0 ,:-,30 ~?1 -i~~3 ~~~j t:s ~r~ ~~ .~- " !~~~ 0? ':J .., J;:'"' .." 3: ~ a-. (Attach additional sheets if necessary) Total: 7,178.24 NOTE: The Memorandum of real estate outside the Commonwealth of Pennsylvania may, at the election of the personal representative, include the value of each item, but such figures should not be extended into the total of the Inventory, Prepared by the Pennsylvania Bar Association Copyright (c) 1996 form software only CPSystems,lnc, Form1lRW-7 (1992) INVENTORY Estate of: Date of Death: County: William W. St. John 09/18/2001 Cumberland STOCKS/LISTED: 7.98 shares 7.9838 preferred ADSs, News Corporation (ttNWSAtt), - @ $21.925 175.04 192.00 shares John Hancock Financial Services, Inc., - common capital stock, CUSIP 410145106. 7,003.20 One (1) share, Twentieth Century-Fox Film Corp, common, - determined to have no value as of D.O.D.. 7,178.24 TOTAL RECEIPTS OF PRINCIPAL........... .... 7,178.24 -1- COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE '*' BUREAU OF INDIVIDU.Ii::mUUss .., INHERITANCE TAll DIVISION'.,'J PO BOll Z8D6Dl .'.... HARRISBURG PA 171Z8-D6Dl NOTICE OF INHERITANCE TAX APPRAISEMENT, AllOWANCE OR DISAllOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX REY-1547 EX AFP 112-041 f-,~,r" i ;',--,- MARLIN ~!"CtALEBESQ" M,R MCCALEB LAW OFCS PO BOX 230 MECHANICS BURG DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY ACN 02-21-2005 STJOHN 09-18-2001 21 01-0693 CUMBERLAND 101 WILLIAM W Allount Rellitted PA 17055 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 ~ ~i:-V':r!W.E)tA'p..r~r:6J"'.Noi'.fcE.oi!.'iNHEjtffAilcE.YAX.APP~AfiEii'ENT:..A[loQlNCE.OR......_.........- DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF STJOHN WILLIAM W FILE NO. 21 01-0693 ACN 101 DATE 02-21-2005 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) 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 7,178.24 .00 .00 .00 197.76 .00 (8) NOTE: To insure proper credit to your account, sub.it the upper portion of this forll with your tax pay.ent. 7,376.00 APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expenses/Adll. Costs/Misc. Expenses (Schedule H) 10. Debts/Mortgage liabilities/liens (Schedule I) 11. Total Deductions 12. Net Value of Tax Return 13. Charitable/Governmental Bequestsj Non-elected 9113 Trusts 14. Net Value of Estate Subject to Tax (9) (10) 9,655.57 36.449.86 (11) (12) (13) (14) 46.105 43 38,729.43- .00 38,729.43- (Schedule J) I~ an assessment was issued previously, lines 14, 15 and/or 16, 17, 18 and 19 will reflect ~igures that include the total o~ ALL returns assessed to date. ASSESSMENT OF TAX: lS. Allount of line 14 at Spousal rate (lS) 16. Allount of line 14 taxable at lineal/Class A rate (16) 17. Allount of line 14 at Sibling rata (17) 18. Allount 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 .Jt TAX CREDITS. ..~-~.. . (+J AMOUNT PAID DATE NUJ1BER 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 DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.) STATUS REPORT UNDER RULE 6.12 Name of Decedent: WILLIAM w. ST. JOHN Date of Death: September 18, 2001 Will No,: 21-01-0693 Admin. No,: Pursuant to Rule 6.12 of the Supreme Court Orphans' Court Rules, I report the following with respect to completion of the administration of the above-captioned estate: 1. State whether administration of the estate is complete: Yes ~ 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 No Gl 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 JiU No 0 Date: July 1, c, Copies of receipts, releases, joinders and approval of formal or informal accounts maybe filed with the Clerk of the Orphans' Court and may be attached to this repo;t, , 2005 tZ?~~ Signature Marlin R. McCaleb Name 219 East Main Street Mechanicsburg, FA 17055 Address (717) 691-7770 Telephone No, Capacity: 0 Personal Representative [Xl Counsel for personal representative cA