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Home My WebLink About02-0892 Register of Wills of Cumberland County, Pennsylvania PETITION FOR GRANT OF LETTERS Estate of also known as Genevieve G. Pope No, 21-02-892 , Deceased Social Security No, 578-26-6185 Walter C. Warfield Petitioner(s), who is/are 18 years of age or older, apply(ies) for: (COMPLETE 'A' or '8' BELOW) [K] A. Probate and Grant of Letters Testamentary and aver that Petitioner(s) is/are the execut or the Decedent, dated 11/06/1991 and codicil(s) dated None N ~ L^"'~r ,I {:7QO /" one \9=-<./,,-,",,,, fA/. __,_.<_ named in the last Will of f)::J..to S-/;//9y'lY / 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 Of adopted after execution of the documents offered for probate; was not the victim of a killing and was never adjudicated incompetent: none D 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 Cumberland County, Pennsylvania with his/her last family or principal residence at 325 Wesley Drive, Lower Allen Township (list street, number, and municipality) Decedent, then ~years of age, died 09/02/2002 at Bethany Village, PA (Location) Decedent 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 2,300,000.00 $ $ $ $ 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 ro riate form to the undersi ned: c.,)e, Si nature T ed or rinted name and residence Walter C. Warfield 515 East Windin Hill Road, Mechanicsbur , PA 17055-4911 Prepared by the Pennsylvania Bar Association Copyright (c) 1996 form software only CPSystems, Inc. Form RW-1 (1991) 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 the Decedent, Petitioner(s) will well and truly administer the estate according to law. Sworn to or affirmed and subscribed W~ c:: W~,~J Walter C. Warfield before me this 18 tltiay of SEPTEMBER 2002 v1.=.......,rY) /'r/" ILJ~~ ~ /~ . For the Register ~ 21-02-892 No. Estate of Genevieve G. Pope Deceased Social Security No' 578-26-6185 Date of Death, 09/02/2002 AND NOW. OCTOBER 2, , 2002 ,in consideration of the Petition on the reverse side hereon, satisfactory proof having been presented before me, IT IS DECREED that Letters []] Testamentary D Of Administration (c.t.a.; d.b.n.c.t.a.; pendente lite; durante absentia; durante minoritate) are hereby granted to Walter C. Warfield in the above estate and that the instrument(s) dated 11/06/1991 described in the Petition be admitted to probate and filed of record as the last Will of Decedent. FEES Letters. $ Short Certificate(sl. $ Renunciation. $ Affidavits ( $ Extra Pages ( ) $ Codicil. $ JCP Fee. $ Inventory. $ Other $ TOTAL. $ 15.00 ~->?6 / hJ (Yv, h2,G AJ--e"~ Register OfWiII~ '1~/~/ 1,215.00 Attorney: Gary L. James, Esquire 1.0. No, 27752 JAMES, SMITH, DURKIN & CONNELLY 134 Sipe Avenue 12.00 Address: Humme1stown, PA 17036 5.00 Telephone, 717/533 - 3280 1247.00 Prepared by the Pennsylvania Bar Association Copyright (c) 1996 form software only CPSystems, Inc. Form RW-1 (1991) 0/- 0 Q - cY'?..:v REGISTER OF WILLS OF CJJ.../rII5Ell ~ COUNTY OATH OF SUBSCRIBING WITNESS (each) a subscribing witness law, depose(s) and say(s) that codicil he will presented herewith, (each) being duly qualified according to present and saw the testat , sign the same and that request of testat_ in h presence and (in other subscribing witness(es)). Sworn to or affirmed and subscribed before me this day of 19_ Register signed as a witness at the resence of each other) (in the presence of the (Address) (Name) (Address) REGISTER OF WILLS OF (GW6,qu~ COUNTY OATH OF NON-SUBSCRIBING WITNESS fA) A L Tf: f( C. C/I) A. /?. f'::J f (JJ tefteh) a subscriber hereto, feaeI>) being duly qualified according (,; law, depose(s) and say(s~at Nt:.... familiar with the signature of ~NE- V JC Vf G. bf'f' c15ltitit- will testat t.,y.. of (,me sf the 31:lBSeribiHg mitH~H~~ tQ) the that presented herewith and codicil believes the signature on the will is in the handwriting of to the best of N6.. C;~NF- Y:I 6ve l[1s, cg,. ;J'f?C knowledge and belief. Sworn to or affirmed and subscribed before me this 18th day of SEPTEMBER Mk 7007 \f'J.;d?.-7- /.17) /Y./.j I ~/ I.~..,,,-o/ ~/2u~ Register ( ,jam--^-- C. (A)/l.--r /,_ p jJ:J (Name) i-i.u'fl-Tr-X -::' IAJ/1/(FlgL[) (Address) S /J- G. (J) I/U{) ftVr: /ftLL IfIJ (Name) /1 iC CIff1Nt (r R(J/f"G fJ;? /)O.rS'ry 9// (Address) '. U /-Do::J-.,!?f,;;v LAST WILL AND TESTAMENT OF GENEVIEVE G. POPE I, GENEVIEVE G. POPE, of the Township of Hampden, County of Cumberland and State of Pennsylvania, being of sound and disposing mind, memory and understanding, do make, publish and deolare this my Last Will and Testament, hereby revoking and making void any and all prior Wills by me at any time heretofore made. 1. I direot the payment of all my just debts and funeral expenses as soon after my deoease as the same oan be oonveniently done, and in this respeot, I durther direot that all estate, in- heritanoe and suocession taxes that may be assessed in consequenoe of my death, of whatever nature and by whatever jurisdiction imposed, shall be paid out of the prinoipal of my general estate to the same effect as if said taxes were expenses of administration and all prGperty inoludable in my taxable estate whether or not passing under this Will shall be free and clear thereof. 2. I give, devise and bequeath all the rest, residue and remainder of my estate, real, personal and mixed, whatsoever and wheresoever the same may be situate, to my husband, GEORGE W. POPE, absolutely and unoonditionally. -1- . . 3. In the event that my husband, GEORGE W. POPE, should predecease me, or should he die within thirty (30) days from the date of my death, then in either such event, I direct. the settlement and distribution of my estate to be made in the following manner, to wit: A. I give and bequeath ten (lQ%) per cent. of my entire estate, of whatsoever nature and wheresoever the same may be situate, to my good friend, WALTER C. WARFIELD, absolutely and unconditionally, or to his wife, MIRIAM N. WARFIELD, absolutely, should he predecease me. B. I direct that the balance of my residuary estate then remaining, be paid out and distributed as follows: (a) I give and bequeath one hundred (100) shares of my Mt. Olive Pickle Co., common stock to my husband's sister, MARGUERITE P. WOOD, if she survives me. (b) I give and bequeath one hundred (100) shares of my Mt. Olive Pickle Co., common stock to my husband's sister, HELEN P. HALL, if she survives me. (c) I give and bequeath the sum of Ten Thousand ($10,000.00) Dollars to the Market Square Presbyterian ChurCh, of Harrisburg, Pennsylvania. (d) I give and bequeath the sum of One Thousand ($1,000.00) Dollars to the HELEN OPPERMAN KRAUSE ANIMAL FOUNDATION, INC., -2- . .. , P. O. Box 311, Mechanicsburg, Pennsylvania. (e) I give and bequeath the sum of One Thousand ($1,000.00) Dollars to the WEST SHORE SHELTER OF THE HARRISBURG HUMANE SOCIETY, located at Mechanicsburg, Pennsylvania. (f) I give and bequeath the sum of One Thousand ($1,000.00) Dollars to the BETHESDA MISSION, of Harrisburg, Pennsylvania. (g) I give and bequeath the sum of Ten Thousand ($10,000.00) Dollars to THE SALVATION ARMY, of Harrisburg, Pennsylvania. (h) I give and bequeath the sum of One Thousand ($1,000.00) Dollars to TRESSLER LUTHERAN SERVICES, of Mechanicsburg, Pennsylvania. (i) I give and bequeath the sum of Ten Thousand ($10,000.00) Dollars to the MT. OLIVE PRESBYTERIAN CHURCH, of Mt. Olive, North Carolina. (j) I give and bequeath the sum of Ten Thousand ($10,000.00) Dollars to the POPE FOUNDATION, of Mt. Olive College, Mt. Olive, North Carolina, which college was formerly known as the FREE WILL BAPTIST COLLEGE. (k) I give and bequeath the sum of One Thousand ($1,000.00) Dollars to INDIANA UNIVERSITY OF PENNSYLVANIA, of Indiana, Pennsylvania. (1) I give and bequeath the sum of One Hundred ($100.00) Dollars apiece, to my two (2) nephews and three (3) nieces, who are the children of my brother "ROBERT", if they survive me. -3- " (m) I give and bequeath all the rest. residue ano remainder of my estate then remaining, to the AMERICAN CANCER SOCIETY. LASTLY. I nominate, constitute and appoint my good friend, WALTER C. WARFIELD, Executor of this my Last Will and Testament. and direct that he be excused from posting bond or other security for the faithful performance of his duties, and in the event that he should predecease me, or should he be unable or unwilling to serve in such capacity for any reason. then in such event. I nominate, constitute and appoint MELLON BANK, Executor of this my Last Will and Testament, in his place and stead. IN WITNESS WHEREOF, I have hereunto set my hand and seal this ~ day of November, A. D.. 1991. .L( 'Cr <V'-! /b.. .........l--L--y \"-"~'1....-'~~:~,-e.....~ . . _ I t> FC:_'" Genevieve G. Pope (SEAL) -4- . - . 1lr . . .. .. Signed, sealed, published and declared by the above named, GENEVIEVE G. POPE, as and for her Last Will and Testament, in the presence of us, who have subsoribed our names hereto as witnesses, at the request of said testatrix, in her presenoe and in the presenoe of each other. ; ~ ". "l. " ,,' j '---(' ~?--<Cd--; /&~~-~ljJ ,/ // /,- ' x::: ~ ,,,,, ~, / / ( ~ '<' ~ '::), /" / /;' /' ,//{/ //,' /' .-~ ~ -,c:, "'____ / -5- r:o:J 1- 0,,;2 - ~9.;J/ STER OF WILLS OF COUNTY OATH OF SUBSCRIBING WITNESS resented herewith, (each) being duly qualified according to present and saw c icil (each) a subscribing witness to the law, depose(s) and say(s) that the testat , sign the same and that request of testat_ in h presence and (in the other subscribing witness(es)). signed as a witness at the esence of each other) (in the presence of the Sworn to or affirmed and subscribed before me this day of 19_ Register & (Name) (Address) REGISTER OF WILLS OF (Wr/f3CI{LA.,<NC) COUNTY OATH OF NON-SUBSCRIBING WITNESS ""3 t~6~R-( 5 ( Ai.Af2F0 R (_h) a subscriber hereto, (elldlt being duly qualified according to law, depose(s) and AY(S) that He. familiar with the signature of (;ihCIbCvC G. 'PC , crn:lictt will testat~ of (eag Of tHO that i'k believes the signature on the presented herewith and cil!Iiril will is in the handwriting of SHB3eIih~~1.6 nitRlJ~cP",~ the GEv"'<c\I:lt::.\(E ~ to the best of N-:..S knowledge and belief. d J !'1JJ7d.: Sworn to or affirmed and subscribed before me this 1st day of OCTOBER ~WQL f/(!, ~):tP'd"'./0 .oT~J /~-Q",u:ey- ~/1.u ~ Register (Name) (Address) J CERTIFICATION OF NOTICE UNDER RULE 5.6(a) Name of Decedent: GENEVIEVE G. POPE Date of Death: September 2, 2002 Will No. Adm. No. 2002-00892 To the Register: I certify that notice of estate administration required by Rule 5.6(a) of the Orphan's Court Rules was served on or mailed to the following beneficiaries of the above-captioned estate on October 25, 2002. Name Walter C. Warfield Address 515 East Winding Hill Road Mechanicsburg, P A 17055-4911 Marguerite P. Wood 1201 E. Palmaire Avenue Phoenix, AZ 85020-5429 Market Square Presbyterian Church 20 South 2nd Street Harrisburg, PA 17101 Helen Opperman Krause Animal Foundation, Inc. P.O. Box 311 Mechanicsburg, P A 17055-0311 West Shore Shelter ofthe Harrisburg Humane Society 710 Eppley Road Mechanicsburg, P A 17055 Bethesda Mission 611 Reily Street Harrisburg, P A 17102 The Salvation Army 1122 Green Street Harrisburg, P A 17102 Tressler Lutheran Services 901 N. 6th Street Harrisburg, P A 17102 Mt. Olive Presbyterian Church 105 N. Breazeale Avenue Mount Olive, NC 28365 Pope Foundation Mount Olive College 634 Henderson Street Mount Olive, NC 28365 r Indiana University ofPA 201 Sutton Hall Indiana, PA 15705 Betty Holden 4934 29th Avenue St. Petersburg, FL 33710 Robert Gettig 38 N. Pine Circle Belleair, FL 33756 Brenda Gettig P.O. Box 1091 Solana Beach, CA 92075 Linda Pedersen 26760 Hickory Loop Lutz, FL 33549 Rick Gettig P.O. Box 1860 Old Town, FL 32680 American Cancer Society Pennsylvania Division, Inc. ATTN: Michael Francom Director of Planned Giving P.O. Box 897 Hershey, P A 17033-0897 Notice has now been given to all personal entitled thereto under Rule 5.6(a) except Date: {O-Z'J~ ~ Signature 17036 Name Address Telephone ( 717) 533-3280 Capacity: Personal Representative x Counsel for Personal Representative J\\II~~\IIIII])II{I.INt\l.(()..".\III\ Ill' 1\\\ O,ll( I~ J.~.).( November 26, 2002 CERTIFIED MAIL RETURN RECEIPT REQUESTED !'~ AI"' 'I u Register of Wills Cumberland County Courthouse 1 Courthouse Square Carlisle, P A 17013-3387 RE: GENEVIEVE G. POPE, DECEASED 2002-00892 Stephanie L. Gaffey Paralegal slg@jsdlegal.com Dear Sir or Madam: I am enclosing herewith the Pennsylvania Inheritance Tax return (3 copies) and Inventory (2 copies) for the above-referenced decedent. I am enclosing a check in the amount of $40.00 representing the filing fee for the inheritance tax return (spousal) and Inventory. Lastly, I am enclosing a check in the amount of $35,966.59 representing the PA Inheritance Tax owing. Please file the inheritance tax return and Inventory. Please return a stamped copy of each to me in the enclosed, self-addressed, stamped envelope. Thank you for your attention in this matter. ~Si~cerel;' J }. '- N~'c( & SteP anie L. Gaffey Paralegal ~ :slg Enclosures 134 SIPE AVENUE HUMMELSTOWN, PA 17036 MAILING ADDRESS P,O, BOX 650 HERSH[Y PA 17033 TOLL FREE 1,800,942,3660 TEL 717,533,3280 FAX 717,533.7771 wW'fi,jamesestateplan,COlll COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG, PA 17128.0601 REV-1 162 EX(11-96) RECEIVED FROM: PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT JAMES SMITH DURKIN & CONNELLY PO BOX 650 HERSHEY, PA 17033-0650 ____un told EST A TE INFORMATION: SSN: 578~26~6185 FILE NUMBER: 2102-0892 DECEDENT NAME: POPE GENEVIEVE G DATE OF PAYMENT: 12/02/2002 POSTMARK DATE: 11/27/2002 COUNTY: CUMBERLAND DATE OF DEATH: 09/02/2002 NO. CD 001901 ACN ASSESSMENT CONTROL NUMBER AMOUNT 101 I $35,966.59 I I I I I I I I TOTAL AMOUNT PAID: $35,966.59 REMARKS: WALTER C WARFIELD C/O JAMES SMITH ET AL CHECK# 1001 SEAL INITIALS: SK RECEIVED BY: REGISTER OF WILLS MARY C. LEWIS REGISTER OF WILLS C/ Register of Wills of CUMBERLAND County, Pennsylvania INVENTORY Estate of Genevieve G. Pope No. 2002 - 00892 also known as Date of Death 09/02/2002 ,Deceased Social Security No, 578-26-6185 Walter C. Warfield, 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, r /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. Personal Representative Name of Attorney: Gary L. James Esq. Signature: t..)-:Lili/'- c-: I. a..../ I 1/ Walter C. Warfield I.D. No.' 27752 Signature: Address: 134 Sipe Avenue Address: 515 East Winding Hill Road Hummelstown, PA 17036 Mechanicsburg, PA 17055 Telephone, 717/533 - 3280 Telephone, 717/766 -4566 Dated: /)/y '." '/ 1C.\.(~I.~L~L."- <(, .J. (.i::( Description Value (See continuation page(s) attached) (Attach additional sheets if necessary) Total: 2,316,410.86 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 Form#RW-7 (1992) INVENTORY Estate of: Date of Death: County: Genevieve G. Pope 09/02/2002 Cumberland CASH: AIG Annuity Insurance Company - Annuity #BX202905; Beneficiary is estate; surrender value is $103,578.41 Alliance Capital Reserves - Money Market Fund held with Senior Financial Services; held in decedent's name individually American Investors Life Insurance Company - Annuity #370514; Beneficiary is estate; surrender value is $395,800.56 Blue Shield - medical payment checks paid to subscriber but due to the provider Blue Shield - payments made to subscriber on behalf of provider (provider charges) Citizens Bank - Checking Account #6100905233; Held in the name of the decedent individually Accrued interest through date of death -1- 103,578.41 99,786.07 395,800.56 47.57 128.19 192.29 0.01 Citizens Bank - Savings Account #6101200268; Held in the name of the decedent individually Accrued interest through date of death Civil Service Annuity payment Fort Dearborn Life Insurance Company - Annuity #POOOOOOl1336; Beneficiary is estate; surrender value is $250,000 London Pacific Life & Annuity Company - Annuity #2A3111158; Beneficiary is estate; surrender value is $257,748.13 Members 1st - Life Savings account titled in the decedent's name individually Accrued interest through date of death Members 1st - Savings Account #5353 titled in the decedent's name individually Accrued interest through date of death Members 1st - Certificate of Deposit #5353 titled in the decedent's name individually Accrued interest through date of death -2- 94,284.60 38.23 1,447.91 250,000.00 256,872.44 4,000.00 0.19 248.08 0.01 100,596.63 7.88 Mid Penn Bank - Certificate of Deposit #309001434; opened 11/7/2001 from a previous CD #309001295; Held in decedent's name alone Accrued interest through date of death Monumental Life Insurance Company - Annuity #ML001686NA; Beneficiary is estate; surrender value is $400,000 PERSONAL PROPERTY: 1 4mm wide 18kt yellow gold wedding ring - see attached appraisal 1 Ladies 1/3 ct round cut diamond ring - see attached appraisal 1 ladies .25 pt round diamond ring - see attached appraisal 1 ladies diamond band cntaining 20 .01 pt diamonds - see attached appraisal -3- 100,000.00 2,326.03 400,000.00 225.00 950.00 750.00 500.00 1,809,355.10 2,425.00 STOCKS/LISTED: 704.00 shares Allstate Corp The held in decedent's name individually 200.00 shares Allegheny Power System Ine - held in decedent's name individually 10,321.22 shares Blackrock PA Tax Free Income Fund Class B - held in decedent's name individually 38.00 shares Chevron Texaco Corp held in decedent's name individually 99.00 shares Dominion Resources Ine Va - held in decedent's name individually 352.00 shares Enron Corp - held in decedent's name individually 100.00 shares Firstenergy Corp - held in decedent's name individually 222.00 shares Morgan Stanley Dean Witter & Co - held in decedent's name individually 306.00 shares Pepco Hldgs Inc Com Held in decedent's name individually 600.00 shares PPL Resources Inc Hldg Co - held in decedent's name indi vidually 600.00 shares Progress Energy Inc Com - held in decedent's name individually -4- 26,202.88 4,152.00 111,778.77 2,911.94 6,208.29 77 .44 3,300.00 9,483.84 6,603.48 21,810.00 27,912.00 220,440.64 STOCKS/CLOSELY HELD: 6,606.00 Mount Olive Pickle Company, Inc. - closely held stock; held in decedent's name individually 284,190.12 TOTAL RECEIPTS OF PRINCIPAL....... ........ -5- 284,190.12 2,316,410.86 //)-902 --E \, BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISIDN DEPT. 2:80601. HARRISBURG~ PA 17128-0601 . 0r ru ru =t- IT" Cl ", IT" ", ", Cl Cl Cl Cl r'l '" Cl ru Cl Cl r'- COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE DR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX DATE ESTATE OF DATE OF DEATH 01-28-2003 POPE 09-02-2002 0", ~ ct:" ~. '" ~ -l -l ~ -l -'. ~ 0 Z ~ ~ Z ~ 0 ~ U g '" o(j 0 '" U ~ Z ti: Z '" " "" ~ 1:1 '-' 0 "' ,. ~ "' ;:J Ci z z ....l 0 0; '" c.. :i " '" t: :I: ::E iQ '" tr.l :I: '" ~ ::E <( ..... *' REV.1541 EX AFP {Dl-D5l GENEVIEVE G " ~ " o ,s - " :;; o co U -M c'~ rA o "'- Ul ;:j::l 0 :::::: 0 O"r-- .- U UJ ...... ::<-01.;-0: ~ a 5 Cl.; ~1i'E v t:;..o::lVi '51 a 0 i: v ::: U c;j r:<U-U ... ~ -= ........ ~.... ....U) cc~~ z= =: c:I' :;:) .... .... = .... = /'/-902 ~ '\, COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIOUAL TAXES INHERITANCE TAX DIVISION DEPT. 280601 HARRISBURG1 PA 17128-0601 NOTICE OF INHERITANCE TAX APPRAISEHENT, ALLOWANCE OR DISALLOWANCE OF DEOUCTIONS ANO ASSESSHENT OF TAX GARY L JAMES JAMES ETAL 134 SIPE AVE HUMMELSTOWN DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY ACN 01-28-2003 POPE 09-02-2002 21 02-0892 CUMBERLAND 101 ESQ '* REV-1547 EX AFP (Dl-05J GENEVIEVE G Amount R.llitted PA 17036 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=i54TEX-AFP--foFoiY-NOi'"iCni'F-YNHEifiTilNCE-YA"inIPPRAisEifENT-,--AL.i-OWilNcroli----------------- DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF POPE GENEVIEVE G FILE NO. 21 02-0892 ACN 101 DATE 01-28-2003 TAX RETURN WAS: (X) ACCEPTED AS FILED CHANGED NOTE: If an assessment was issued previously, lines 14, IS and/or 16, 17, 18 and 19 will reflect figures that include the total of ALL returns assessed to date. ASSESSMENT OF TAX: 15. Amount of Line 14 at Spousal rate (15J 16. Allount of line 14 taxable at Lineal/Class A rate (16) 17. Allount of Line 14 at Sibling rate (17) 18. Amount of Line 14 taxable at Collateral/Class B rate (18) 19. Principal Tax Due .00 X 00 = .00 .00 X 045 = .00 .00 X 12 = .00 252,397.13 X 15 = 37,859.57 (19)= 37,859.57 RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. Real Estate (Schedule AJ 2. Stocks and Bonds (Schedule BJ 3. Closely Held stock/Partnership Interest (Schedule CJ 4. Hortgages/Notes Receivable (Schedule DJ 5. Cash/Bank Deposits/Hisc. Personal Property (Schedule E) 6. Jointly Owned Property (Schedule F) 7. Transfers (Schedule G) 8. Total Assets ll) (2) (3) (4) (5) (6) (7) .00 220.440.64 284.190.12 .00 1,811, 780.10 .00 .00 (8) APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expenses/Adm. Costs/Hisc. Expenses (Schedule H) 10. Debts/Hortgage Liabilities/Liens (Schedule I) 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 (9) 1l0) 133,693.28 926.28 (11) (12) (13) (14) NOTE: To insure proper credit to your account} submit the upper portion of this form with your tax payment. 2,316,410.86 134 619 ~6 2,181,791.30 1,929,394.17 252,397.13 TAY CREDITS: l+' AIlOUNT PAID DATE NUIlBER INTEREST/PEN PAID (-) 11-27-2002 CDOO1901 1,892.98 35,966.59 TOTAL TAX CREDIT 37,859.57 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 PAYIlENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" {CRJ} YOU HAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTIONS.) 17-Y02 -3 '\. BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION DEPT. 280601 HARRISBURG, PA 17128-0601 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE NOTICE OF DETERMINATION AND ASSESSMENT OF PENNSYLVANIA ESTATE TAX BASED ON FEDERAL ESTATE TAX RETURN *' REV-485 EX AFP (OI-OJ) GARY L JAMES JAMES ETAL 134 SIPE AVE HUMMELSTOWN ESQ DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY ACN 01-28-2003 POPE 09-02-2002 21 02-0892 CUMBERLAND 201 GENEVIEVE G Allount Remitted PA 17036 MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 NOTE: To insure proper credit to your account, submit the upper portion of this form with your tax payment. CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR FILES ..... R-EV=48Ji-EX--AFP--{oi~-03)-----.-.-NO-ficif-OF--jETifRMiN-ATiCiN-Aiij-AS-SESS-MENT----------------------------- OF PENNSYLVANIA ESTATE TAX BASED ON FEDERAL ESTATE TAX RETURN .. ESTATE OF POPE GENEVIEVE G FILE NO.21 02-0892 ESTATE TAX DETERMINATION ACN 201 DATE 01-28-2003 1. Credit For State Death Taxes as Verified .00 2. Pennsylvania Inheritance Tax Assessed (Excluding Discount and/or Interest) 35,966.59 3. Inheritance Tax Assessed by Other States or Territories of the United States (Excluding Discount and/or Interest) .00 4. Total Inheritance Tax Assessed 35,966.59 5. Pennsylvania Estate Tax Due .00 TAX CREDITS: PAYMENT RECEIPT DISCOUNT (+) 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 THIS DATE, SEE REVERSE SIDE (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 DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.) COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA ORPHANS' COURT DIVISION NO. 2002-00892 ESTATE OF GENEVIEVE G. POPE, DECEASED ------------------------------------- ------------------------------------- FIRST AND FINAL ACCOUNT OF Walter C. Warfield, Executor Date of Death; September 2, 2002 Date of Executor's Appointment: October 2, 2002 Date of First Advertisement of Letters: November 5, 2002 Accounting for the Period: September 2, 2002 to July 25, 2003 ----------~---------------------------------------------------------------------- -------------------------------------------------------------------------------- Purpose of Account: acquaint interested administration. Walter C. Warfield, Executor, offers this account to parties with the transactions that have occurred during this It is important that the account be carefully examined. Requests for additional information or questions or objections can be discussed with: Gary L. James Esq. Attorney Identification No. 27752 James, Smith, Durkin & Connelly, LLP 134 Sipe Avenue Hummelstown, PA 17036 717}533-3280 GROSS ESTATE (Principal Receipts + Income Receipts) 2,411,866.48 SUMMARY OF ACCOUNT Estate of Genevieve G. Pope, Deceased For Perlod of 09/02/2002 through 07/25/2003 Proposed Distributions to Beneficiaries PRINCIPAL Receipts: Per Inventory Filed This Account 1-5 Net Gain (or Loss) on Sales or Other Disposition Less Disbursements: Debts of Decedent Funeral Expenses Administration Expenses Federal and State Taxes Fees and Commissions Family Exemption Balance before Distributions Distrlbutions to Beneficiaries Principal Balance on Hand For Information: Investments Made INCOME Receipts: This Account Net Gain (or Loss) on Sales or Other Disposition Less Disbursements Balance Before Distribution Distributions to Beneficiaries Income Balance on Hand COMBINED BALANCE ON HAND Page Current Value 22-23 Fiduciary Acquisition Val ue 0.00 2,197,320.29 6-7 8-9 9 9-11 11 11 1,574.73 13,889.50 3,796.03 35,966.59 58,000.00 0.00 12-14 15 16-20 21 2,319,869.57 (26,771.39) 2,293,098.18 113,226.85 2,179,871.33 35,500.00 2,144,371.33 91,996.91 0.00 91,996.91 39,047.95 52,948.96 0.00 52,948.96 2,197,320.29 SCHEDULE A RECEIPTS OF PRINCIPAL CASH, 04/15/03 2002 Refund from IRS on personal income tax returns 09/02/02 AIG Annuity Insurance Company - Annuity #BX202905; Beneficiary is estate; surrender value is $100,000 09/02/02 Alliance Capital Reserves - Money Market Fund held wlth Senior Financial Services; held in decedent's name individually 09/02/02 American Investors Life Insurance Company - Annuity #370514; Beneficiary is estate; surrender value is $400,000.00 09/02/02 Blue Shield - medical payment checks paid to subscriber but due to the provider 09/02/02 Blue Shield - payments made to subscriber on behalf of provider (provider charges) 09/02/02 Citizens Bank - Checking Account #6100905233; Held in the name of the decedent individually 09/03/02 Accrued interest through date of death - 1 - 1,231.00 103,578.41 99,786.07 395,800.56 47.57 128.19 192.29 0.01 Fiduciary Acquisition Value 09/02/02 Citizens Bank - Savings Account #6101200268; Held in the name of the decedent individually 09/03/02 Accrued interest through date of death 09/03/02 Civil Service Annuity payment 09/02/02 Fort Dearborn Life Insurance Company - Annuity #POOOOOOl1336; Beneficiary is estate; surrender value is $250,000 09/02/02 London Pacific Life & Annuity Company - Annuity #2A3111158; Beneficiary is estate; surrender value is $257,748.13 09/02/02 Members 1st Life insurance - payable to the Estate 09/02/02 Members 1st - Life Savings account titled in the decedent's name individually 09/03/02 Accrued interest through date of death 09/02/02 Members 1st - Savings Account #5353 titled in the decedent's name individually 09/03/02 Accrued interest through date of death 09/02/02 Members 1st - Certificate of Deposit #5353 tlt1ed In the decedent's name individually 09/03/02 Accrued interest through date of death - 2 - 94,284.60 38.23 1,447.91 250,000.00 256,843.76 1,128.27 4,000.00 0.19 248.08 0.01 100,596.63 1,036.00 09/02/02 09/03/02 09/02/02 09/02/02 09/02/02 09/02/02 09/02/02 09/02/02 09/02/02 Mid Penn Bank - Certificate of Deposlt #309001434; opened 11/7/2001 from a prevlous CD #309001295; Held in decedent's name alone Accrued interest through date of death Monumental Life Insurance Company - Annuity #ML001686NA; Beneficiary is estatei surrender value is $400,000 Veterans Death Benefit PERSONAL PROPERTY, 1 4mm wide l8kt yellow gold wedding ring - see attached appraisal 1 Ladies 1/3 ct round cut diamond ring - see attached appraisal 1 ladies .25 pt round diamond ring - see attached appraisal 1 ladies diamond band cntaining 20 .01 pt diamonds - see attached appraisal STOCKS/LISTED, 704.00 shares Allstate Corp The - held in decedent's name individually - 3 - 100,000.00 2,326.03 400,000.00 100.00 225.00 950.00 750.00 500.00 26,202.88 1,812,813.81 2,425.00 09/02/02 200.00 shares Allegheny Power System Ine - held in decedent's name individually 09/02/02 10,321.22 shares Blackrock PA Tax Free Income Fund Class B - held in decedent's name individually 09/02/02 38.00 shares Chevron Texaco Corp - held in decedent's name individually 09/02/02 99.00 shares Dominion Resources Ine Va - held in decedent's name individually 09/02/02 352.00 shares EnrOD Corp - held in decedent's name individually 09/02/02 100.00 shares Firstenergy Corp - held in decedent's name individually 09/02/02 222.00 shares Morgan Stanley Dean Witter & Co - held in decedent's name individually 09/02/02 306.00 shares Pepco Hldgs Ine Com - Held in decedent's name individually 09/02/02 600.00 shares PPL Resources Ine Hldg Co - held in decedent's name individually 09/02/02 600.00 shares Progress Energy Ine Com - held in decedent's name individually - 4 - 4,152.00 111,778.77 2,911.94 6,208.29 77.44 3,300.00 9,483.84 6,603.48 21,810.00 27,912.00 220,440.64 09/02/02 STOCKS/CLOSELY HELD, 6,606.00 Mount Ollve Pickle Company, Inc. - $43.02 per share - closely held stock; held in decedent's name individually TOTAL RECEIPTS OF PRINCIPAL. - 5 - 284,190.12 284,190.12 2,319,869.57 SCHEDULE B GAINS AND LOSSES ON SALES OR OTHER DISPOSITIONS - PRINCIPAL Gain Loss OS/20/03 5,606.00 Mount 01 i ve Pickle Company, Inc. - sold - closely held stock; held in decedent's name individually Net Proceeds 216,111 .30 Fid. Acq. Value 241,170. 12 25,058.82 06/24/03 704.00 shares Allstate Corp The - sold Net Proceeds 25,184.55 Fld. Acq. Value 26,202.88 1,018.33 06/24/03 200.00 shares Allegheny Power System Inc - sold Net Proceeds 1,580. 14 Fid. Acq. Value 4,152. 00 2,571.86 06/24/03 38.00 shares Chevron Texaco Corp - sold Net Proceeds 2,733.84 Fid. Acq. Value 2,911.94 178.10 06/24/03 352.00 shares EnroD Corp - sold Net Proceeds 12 .53 Fld. Acq. Value 77 .44 64.91 06/24/03 100.00 shares Firstenergy Corp - sold Net Proceeds 3,728.56 Fid. Acq. Value 3,300.00 428.56 06/24/03 370.00 shares Morgan Stanley Dean Witter & Co - sold Net Proceeds 15,733. 57 Fid. Acq. Value 15,806 .40 72.83 - 6 - 06/24/03 06/24/03 06/24/03 06/26/03 06/26/03 600.00 shares Portland General Corp Holding - sold Net Proceeds Fld. Acq. Value 26,335.41 27,912.00 306.00 shares Potomac Electric Power Co - sold Net Proceeds Fid. Acq. Value 5,959.30 6,603.48 600.00 shares PPL Resources Ine Hldg Co - sold Net Proceeds Fid. Acq. Value 25,597.21 21,810.00 10,580.81 shares Blackrock PA Tax Free Income Fund Class B - sold Net Proceeds Fld. Acq. Value 114,638.69 114,590.17 99.00 shares Dominion Resources Ine Va - sold Net Proceeds Fid. Acq. Value TOTAL GAINS AND LOSSES/PRINCIPAL. LESS LOSS. NET GAIN OR LOSS. 6,358.23 6,208.29 - 7 - 3,787.21 48.52 14 9.94 4,414 .23 31,185.62 (26,771.39) 1,576.59 644.18 31,185.62 Bethany Vlll age 10/23/02 Lower Allen EMS 12/02/02 Mobile X-Ray Imaging, Inc. 12/02/02 PA Department of Revenue 09/02/02 PA Department of Revenue 03/11/03 Silver Spring Ambulance 12/02/02 SCHEDULE C DISBURSEMENTS OF PRINCIPAL SCHEDULE C-1 DEBTS OF DECEDENT 876.50 86.41 15.99 49.78 5.00 82.39 - 8 - Nest Shore EMS 12/02/02 458.66 TOTAL DEBTS OF DECEDENT... 1,574.73 SCHEDULE C-2 FUNERAL EXPENSES Malpezzi Funeral Home 10/23/02 13,889.50 TOTAL FUNERAL EXPENSES. 13,889.50 SCHEDULE C-3 ADMINISTRATION EXPENSES Cumberland Law Journal 10/25/02 75.00 Herbe JevJelers 09/16/02 85.00 Mellon Investor Services 10/23/02 214.55 - 9 - Mid Penn Bank 12/14/02 National Planning Account 06/03/03 06/04/03 90.00 1,160.52 Paralegal expense 09/18/02 OS/20/03 36.87 9.85 Pennsylania Blue Shield 11/08/02 Register of Wills 09/18/02 09/18/02 10/16/02 11/19/02 12/02/02 05/15/03 07/25/03 4.50 1,247.00 15.00 6.00 40.00 3.00 170.00 Ron Hixon, CPA 03/11/03 The Patriot News 12/02/02 - 10 - 10.50 1,250.52 46.72 38.03 1,485.50 267.00 119.95 Walter C. Warfield 11/01/02 12/02/02 06/06/03 06/26/03 87.83 46.73 48.35 20.35 TOTAL ADMINISTRATION EXPENSES. SCHEDULE C-4 FEDERAL AND STATE TAXES Pennsylvania Inheritance Tax 11/26/02 TOTAL FEDERAL AND STATE TAXES. SCHEDULE C-5 FEES AND COMMISSIONS James, Smith, Durkin & Connelly, LLP 11/30/02 Walter C. Warfield 12/15/02 TOTAL FEES AND COMMISSIONS.. TOTAL DISBURSEMENTS OF PRINCIPAL. - 11 - 203.26 3,796.03 35,966.59 35,966.59 29,000.00 29,000.00 58,000.00 113,226.85 SCHEDULE D DISTRIBUTIONS OF PRINCIPAL TO BENEFICIARIES Bethesda Mission 06/25/03 Bethesda Mission - Specific Bequest; 611 Reily Street, Harrisburg, PA 17102; Tax Exempt #75~00372~6; Federal EIN, 23~1389397 1,000.00 Betty Holden 06/25/03 Betty Holden - specific bequest 100.00 Brenda Gettig 06/25/03 Brenda Gettig - specific bequest 100.00 Helen Opperman Krause Animal Foundation, Inc. 06/25/03 Helen Opperman Krause Animal Foundation, Inc. - Specific Bequest; P.O. Box 311, Mechanlcsburg, PA 17055~0311; Tax I.D. #23~224917 1,000.00 ~ 12 ~ Indiana University of PA 06/25/03 Indiana University Specific Bequest; Hall, Indiana, PA of PA - 201 Sutton 15705 1,000.00 Llnda Pedersen 06/25/03 Linda Pedersen - specific bequest 100.00 Market Square Presbyterian Church 06/25/03 Market Square Presbyterian Church - Specific Bequest; 20 South 2nd Street, Harrisburg, PA 17101; Tax-Exempt #23-1352408 10,000.00 Mount Olive Presbyterian Church 06/25/03 Mount Olive Presbyterian Church - Specific Bequest; 105 N. Breazeale Avenue, Mount Olive, PA 28365; Tax-exempt No. 56-1293552 10,000.00 Rick Gettig 06/25/03 Rick Gettig - specific bequest 100.00 - 13 - Robert Gettig 06/25/03 Robert Gettig - specific bequest 100.00 The Salvation Army 06/25/03 The Salvation Army - Specific Bequest; 1122 Green Street, Harrlsburg, PA 17102 10,000.00 Tressler Lutheran Services 06/25/03 Tressler Lutheran Services - Specific Bequesti 901 N. 6th Street, Harrisburg, PA 17102 1,000.00 West Shore Shelter of the Harrisburg Humane Society 06/25/03 West Shore Shelter of the Harrisburg Humane Society - Specific Bequest; 710 Eppley Road, Mechanicsburg, PA 17055 1,000.00 TOTAL DISTRIBUTIONS TO BENEFICIARIES. 35,500.00 - 14 - SCHEDULE E INVESTMENTS MADE - PRINCIPAL # Unlts Cost 10/26/02 148.00 Morgan Stanley - purchased 6,322.56 03/01/03 259.59 shares Blackrock PA Tax Free Income Fund Class B - shares purchased 2,811.40 - 15 - SCHEDULE G RECEIPTS OF INCOME SCHEDULE G-1 DIVIDENDS Allstate Corp The 07/01/03 704.00 shares 161.92 Allegheny Energy Inc. 09/30/02 86.00 Allstate 10/01/02 147.84 Blackrock PA Tax~Free Income Fund 12/31/02 10.92 Chevron Texaco Corp 12/31/02 53.20 Dominion Res Ine VA 12/31/02 127.72 First Energy Corp 12/31/02 75.00 Morgan Stanley 10/25/02 10/25/02 51.06 34.04 85.10 - 16 - Morgan Stanley Stock 01/31/03 Mount Olive Pickle Inc. 09/10/02 12/10/02 330.30 330.30 Mount Olive Pickle Company, Inc. 06/10/03 National Planning account 07/01/03 Pepco Holdings Inc 12/31/02 Potomac Electric Power Co 07/01/03 306.00 shares PPL Co 10/01/02 07/01/03 600.00 shares 216.00 231.00 Progress Energy Inc. 11/01/02 TOTAL DIVIDEND INCOME. - 17 - 34.04 660.60 9,578.70 331.92 76.50 76.50 447.00 327.00 12,279.96 SCHEDULE G-2 INTEREST Alliance Capital Reserves 06/11/03 American Investors Life Insurance Company 06/30/03 American Investors Annuity 06/02/03 Blackrock PA Tax-Free Income Fund 09/03/02 10/01/02 11/01/02 12/02/02 01/02/03 306.96 306.23 308.20 307.71 310.89 Citizens Bank 10/25/02 11/19/02 11/29/02 12/17/02 12/31/02 01/17/03 02/19/03 03/18/03 04/16/03 05/16/03 06/17/03 07/17/03 0.28 0.04 0.20 1,004.54 0.07 1,109.42 1,638.09 1,343.29 1,348.64 1,354.71 1,645.76 2,386.88 - 18 - 448.92 560.47 56,143.28 1,539.99 11,831.92 Citizens Bank 09/26/02 10/25/02 11/19/02 London Pacific Life & Annuity Company 11/03/02 Members 1st 09/30/02 12/31/02 03/31/03 03/31/03 06/17/03 06/17/03 Members 1st 09/30/02 Members 1st 09/3 0/02 12/31/02 Mid Penn Bank 11/07/02 12/13/02 01/15/03 02/14/03 03/14/03 04/15/03 05/15/03 06/13/03 07/15/03 236.53 199.30 363.40 5.53 18.40 717.90 19.87 17.06 618.30 228.59 728.63 503.97 568.76 497.90 443.48 391.02 441.65 399.27 379.39 360.68 - 19 - 799.23 1,940.46 1,397.06 0.34 957.22 3,986.12 MID PENN2 11/15/02 111.94 TOTAL INTEREST INCOME. 79,716.95 TOTAL RECEIPTS OF INCOME. 91,996.91 - 20 - SCHEDULE I DISBURSEMENTS OF INCOME American Investors Annuity - surrender charge 06/03/03 39,047.95 TOTAL DISBURSEMENTS OF INCOME. 39,047.95 - 21 - PROPOSED DISTRIBUTIONS TO BENEFICIARIES Current Value # Units or as Noted Fiduciary Acquisition Value American Cancer Society American Cancer Society - 90% of residue; Pennsylvania Division, Inc., ATTN: Michael Pranconi, Director of Planned Giving, P.O. Box 897, Hershey, PA 17033-0897 1,876,275.23 0.00 1,876,275.23 Mount Olive College, Inc. Mount Olive College, Inc. 10,000.00 Specific Bequest under Will to the Pope Foundation of Mount Olive College; According to the college, there is no Pope Foundationj We are asking the Court to approve distribution to Mount Olive College as an endowment in the Pope name. 0.00 10,000.00 Walter C. Warfield Walter C. Warfield - executor 29,000.00 commission - balance owing 0.00 29,000.00 James, Smith, Dietterick & Connelly, James, Smith, Dietterick & 29,000.00 Connelly, LLP ~ attorney fees ~ balance owing 0.00 29,000.00 - 22 - Marguerite P. Wood Marguerite P. Wood - specific 43,020.00 bequest of 100 shares of Mt. Olive Pickle stock (due to stock split, it is now 1000 shares) Marguerite P. Wood - Dividend 1,550.03 Income on 1,000 shares of Mt. Olive Pickle stock 0.00 44,570.03 Walter C. Warfield Walter C. Warfleld - 10% of residue; 515 East Winding Hill Road, Mechanicsburg, PA 17055-4911 Walter C. Warfield - distribution of jewelry as part of 10% of residue of estate 206,050.03 2,425.00 0.00 208,475.03 0.00 2,197,320.29 - 23 - AFFIDAVIT Walter C. Warfield, Executor under the Last Will and Testament of GENEVIEVE G. POPE, deceased, hereby declare under oath that he has fully and faithfully discharged the duties of his office; that the foregoing 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 Estatej that all taxes presently due from the estate have been paid; and that more than four months have elapsed since the first complete advertisement of the granting of letters in this estate. ! J . vi /ff-Zk... ,C ,(.I) ~_ Walter C. Warfield, Execu r () p~lcl Subscribed and sworn to by Walter C. Warfield, Executor me .illS ,y~ day 4dy ,2003. before Notarial Seal Stephanie L Gaffey, NotaJy Public Derry Twp., Deuphin County My ComrmsslOO Expires Sept. 26, 2006 Member, Pennsylvania Association Of Notaries of REQUEST FOR DISTRIBUTION Accountant requests that distribution be determined by the Court in accordance with the Petition for Distribution to be offered in evidence at the audit of this account. lJ aLtRA- C , {J ~~ p Walter C. Warfield, Exe utor ..u - 24 - ~"'.. ~..jJ: ...~J;:- ;00 s~.~ " cc-.c :::l 0 ~~, . 8:::Q,~~ {,) .... 0 . <.0....... I ~ Q.: :..., .~ c:. ..--' - C ~ "'" I "0 .i" '-~ l"U _. <:..) C ~ iL.-< . 11l~'~~ ...:::JI~~'~ .-.c- ell.... 't:l "-....~ _ 0 . ,'::I U_'_ - U 0 \:)o:g4 1: i.D . ~ I roE:; U :.,). ' ,~:~ - L'J :z; H ~~ OH ~~ :z; H . ",,0 ~~~ ~~~ H",,>:: ""Oril ril 0.. o 0.. L'J g; ril H :> ril &'i L'J "" Ofil rilu) ~(;'i 80 u)ril rile> '0) '.. , ., N '" <Xl o o I N o o N N '" <Xl I N o I .-< N @ .. 0:; ril ro ~ 23 [0":1 J :J ..J :::J ~ ~ ~ ~ 8 ~ tj U "- ,tj&?('jo2l~~ I&?ril ~ ~ >< " .. . i &1 !Q ..J '" ~ CIl !j! ~~ ~ 1 I hereby certify trial wr,too "'.1":" '" tho flUng of this ~ 0/ Pnlp<>5ad Dblf"".'''. '. 3,10 C,! 11m dal3, Mme and place when the soroo W~U t,l:t r)fiOlB!-)fl~ \0 the Court for '-'UIA...A..., and of too fi~t ~t1 tn me ~~.lOoeId81 .. 1...~olf~O\tl'l<'" DIoIrlbuIIon. t.- _ gIoen lO l1<<Jly unpuId "".'nil'" and lO l1<<Jly clher ~ IlmwIllO Ihe accounIenllO have OK d8Im an int8lllSIln lhe 9lllaIB !Ill credllOr. bw".Iici.ry. holr cr next of kin. .' I", "''',,"1 S~atf)OY'!"'lf wAS inCluded wtth the notice. c:: !< o .. '" CllID3!:.9:.; ~!8~5ia.if- ~ ~ II ~!!. _<iln.2~o'lj o "'i.8~~ i!ljE~j~ 5i-l!llll~.2~ fl.8'15~iilll !i'~i~ilj f~ijg~110 ~~~gJ~.2sl !ft~tf!li GARY L JAMES ESQ JAMES ETAL 134 SIPE AVE HUMMELSTOWN PA 17036 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE NOTICE OF DETERMINATION AND ASSESSMENT OF PENNSYLVANIA ESTATE TAX BASED ON FEDERAL CLOSING LETTER DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY ACN *' v' BUREAU OF INOIVIDUAL TAXES INHERITANCE TAX DIVISION DEPT. 280601 HARRISBURG~ PA 17128-0601 REV-75'EX lFI' {Ol-OU 02-09-2004 POPE 09-02-2002 21 02-0892 CUMBERLAND 202 GENEVIEVE G Allount Rellitted MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 NOTE: To insure proper credit to your account, submit the upper portion of this form with your tax payment. CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR FILES ~ RE-V=73Er-Ex-IiFP--foi:-ozj-----.ii-NiificE--oF--OETE-RMINIiTlo-N-Aiio-As-sESllMENT----------------------------- OF PENNSYLVANIA ESTATE TAX BASED ON FEDERAL CLOSING LETTER .. ESTATE OF POPE GENEVIEVE G FILE NO.21 02-0892 ESTATE TAX DETERMINATION ACN 202 DATE 02-09-2004 1. Credit For State Death Taxes as Verified .00 2. Pennsylvania Inheritance Tax Assessed (Excluding Discount and/or Interest) 35,966.59 3. Inheritance Tax Assessed by Other States or Territories of the United States (Excluding Discount and/or Interest) .00 4. Total Inheritance Tax Assessed 35,966.59 5. Pennsylvania Estate Tax Due .00 6. Amount of Pennsylvania Estate Tax Previously Assessed Based on Federal Estate Tax Return .00 7. Additional Pennsylvania Estate Tax Due .00 TAX CREDITS: PAYMENT RECEI PT DISCOUNT (+) 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 THIS DATE, SEE REVERSE SIDE (IF TDTAL DUE IS LESS THAN $1, ND PAYMENT IS REQUIRED FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CRJ, YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.J jl\II.......IIIIIDIIIIII.III..\.:(II..III\III. 1\11 (/III()" J~.)'( August 9, 2004 Glenda Farner Strasbaugh, Register of Wills Cumberland County Courthouse I Courthouse Square Carlisle, PA 17013-3387 RE: ESTATE OF GENEVIEVE G. POPE, DECEASED NO. 2002-00892 Dear Ms. Strasbaugh: Enclosed are an original and one (1) copy of the Final Status Report to be filed in the above-referenced estate. Please time-stamp the additional copy and return it to me in the enclosed self-addressed, stamped envelope. Thank you for your attention in this matter. If you have any questions, please feel free to contact me. Very trul y yours, I 1. Baker, CP Certified Paralegal Enclosures cc: Walter C. Warfield, Executor "}"1 1"1 '- " ". ._, .. .. .,"" ESTATE SECURITY F{)RMtJI.A Cheryl L. Baker, CP Certified Paralegal clb@jsde.com 134 SIPE AVENUE HUMMELSTOWN, PA 17036 MAILING ADDRESS PO. BOX 650 HERSHEY. PA 17033 TOLL FREE 1.800.942.3660 TEL. 717.533.3280 FAX 717.033.7771 wwwjsdc,com J'oo EX '(6-00) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE DEPT. 280601 HARRISBURG, PA 17128-0601 DECEDENT'S NAME (LAST. FIRST, AND MIDDLE INITIAL) Po e Genevieve G. DATE OF DEATH (MM-DD-YEAR) CAPB HpRL EplO CRAC KOTK ES 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 REV-1500 INHERITANCE TAX RETURN RESIDENT DECEDENT FILE NUMBER COUNTY CODE SOCIAL SECURITY NUMBER o E C E o E N T C// OFFICIAL USE ONLY 21-02-0892 YEAR NUMBER 578-26-6185 THIS RETURN MUST BE ALEC IN OUPUCATEWlTH THE INIT Al REGISTER OF WILLS SOCIAL ECUR(TY NUMBER X 1. Original Return 4. Umlted Estate X 6. Decedent Died Testate 2. 4.. 7. (Attach copy of Will) o 9. Utigillt\on Proceeds Received Supplemental Return Future Interest Compromise {date of death after 12-12-82) Decedent MaIntained a lNlng Trus1 (Attach copy of Trust) X 1 3 date of death . Remainder Return prior to 1Z-13.82) 5. Federal Estate Tax Return Required 8. Total Number of Safe Deposit Boxes 010. Spousal Poverty Credit 0 11. ElectJontotax under Sec. 9113(A) (date of death between 12.31-91 and 1.1-95) (Attach Sch 0) THIS SECTION MUSTlBE<COMPLb 1 liD; ALt.\CORRESlioNDENCE'&.<CONFIDENTIAl!::rAiCiINFORMATlON'S"'OULOBEiOIIlECTeIM'bi," NAME COMPLETE MAILING ADDRESS Gar L. James Es . FIRM NAME (If Applicable) James, Smith, Durkin & Connell, LLP TELEPHONE NUMBER 134 Sipe Avenue Hummelstown, PA 17036 R E C A P I T U L A T I o N 3 -3 0 1. Real Estate (Schedule A) 2. Slacks and Bonds (Schedule S) 3. 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) o 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) None 220,44Q.64 284,190.12 (4) (5) None 1,811,780.10 (6) None None 133,693.28 926.28 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) 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 252,397.13 19. Tax Due 20. x X X X .0 0 .0 45 <12 .15 OFFICIAL USE ONLY ~ (S) 2,316,410.86 (11) 134,619.56 (12) 2,181,791.30 (13) 1. 929,394.17 (14) 252,397.13 (15) (16) (17) (IS) (19) 37,859.57 37,859.57 Copyright (c) 2000 form software only The Lackner Group, Inc.. Form REV-1500 EX (Rev. 6-00) Decedent's Complete Address: STREET ADDRESS 325 Weslev Drive CITY I STATE I ZIP Mechanicsburg PA 17055 Tax Payments and Credits: 1. Tax Due (Page 1 Line 19) 2. Credits/Payments A. Spousal Poverty Credit B. Prior Payments C. DIscount (1) 37,859.57 1,892.98 Total Credits ( A + B + C) (2) 1,892.98 3. Interest/Penalty if applicable D. Interest E. Penalty TotallnteresVPenalty ( 0 + 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 TA.X DUE. {s} A. Enter the interest on the tax dUe. (SA) 8. Enter the total of Line S + SA. This is the BALANCE DUE. (58) Make Check Payable to: REGISTER OF WILLS, AGENT 35,966.59 35,966.59 -'-'-""':''''''''-'''''':'','r:'-,'"":,:";,,,:',,;,::,,,:"",,"'::~':(:l::::::;::::::::::::\mmm)m!:~;~~:~:;:;::;::::::;:)\:;mmm!;)!;!\'::::::::~~~.",,::,::):mmm!m:!1)):::::;::::::::::::":'::::::,:;"." . PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN 1. i!ii!!j!!jiiiiiiiiiii[fii!!!iiii!!ii!iiiiiiii!i:i!:i::'"." .""ii!i!jj;j!jii!ii!!iiii!iij'i:!i!!;!i:";;"""'.., lIIiTHEAPPROPRiAfifBL.OCKS . Yes No ~~ 'ili:!!!Wi! "X'; 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? . 3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death? 4. Did decedent own an Individual Retirement Account annuity, or other non-probate property which contains a beneficiary designation? IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN. o o o [!] [!] [!] Under penalties of perjury. I declare thilot I have examined this return, Including accompanying schedules and statements, and to the best of my knowledge and belief, It Is true, correct and complete. Declaration of preparer other than the personal representative is based on all information of which preparer has any knowledge. SIGNATURE OF PERSON RESPONSIBLE FoR FILING RETURN Wal ter c. Warfield _ _ _s.~?_ _E:':~~_ _V1~!'.<!~~$_ J.I~J-_~ }<."_':~ _ _ _ _ _ _ _ _ u _ _ _ _ _ _ __ Mechanicsbur ,PA 17055 JAMES, SMITH, DURKIN & CONNELLY, LLP _ _ _l,~~_ _~ ~p~_ _~"~_"tl~_ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ __ Hummelstown, PA 17036 DATE !VolI. :2.t, :lOCI:<. DATE ' t ( ~ ')...e.. ~ fter Ju y 1, 1994 and before January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the S 116 (a) (1.1) (;)). 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 exemot 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 chlld 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)J. 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(aXl.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) REV~ 1503 EX 1- (1-97) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE B STOCKS & BONDS ESTATE OF FILE NUMBER Genevieve G. Pope SS1f 578-26-6185 09/02/2002 All property jointly-owned with right of survivorship must be disclosed on Schedule F. ITEM NUMBER 1 10 11 DESCRIPTION 704 shares Allstate Corp The, CUSIP #020002101 - held in decedent's name individually 2 200 shares Allegheny Power System Inc, CUSIP #017361106 - held in decedent's name individually 3 10,321.216 shares B1ackrock PA Tax Free Income Fund Class B - held in decedent's name individually 4 38 shares Chevron Texaco Corp ~ held in decedent's name individually 5 99 shares Dominion Resources Inc Va, CUSIP #257470104 - held in decedent's name individually 6 352 shares Enron Corp - held in decedent's name individually 7 100 shares Firstenergy Corp, CUSIP #337932107 - held in decedent's name individually 8 222 shares Morgan Stanley Dean Witter & Co, CUSIP #617446448 - held in decedent's name individually 9 306 shares Pepco H1dgs Inc Com - Held in decedent's name individually 600 shares PPL Resources Inc H1dg Co, CUSIP #693499105 - held in decedent's name individually 600 shares Progress Energy Inc Com - held in decedent's name individually UNIT VALUE 37.22 20.76 10.83 76.63 62.71 .22 33.00 42.72 21.58 36.35 46.52 (If more space is needed, insert additional sheets of the same size) Copyright (c) 1996 form software only CPSystems, Inc. TOTAL (Also enter on fine 2, Recapitulation) 21-02-0892 VALUE AT DATE OF DEATH 26,202.88 4,152.00 111,778.77 2,911. 94 6,208.29 77.44 3,300.00 9,483.84 6,603.48 21,810.00 27,912.00 220,440.64 Form REV-1503 EX (Rev, 1-97) REV~ 1504 EX + (1-97) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Genevieve G. Pope SCHEDULE C CLOSELY-HELD CORPORATION, PARTNERSHIP or SOLE-PROPRIETORSHIP SSfI 578-26-6185 09/02/2002 FILE NUMBER 21-02-0892 Schedule C-1 or C-2 (Including all supporting information) must be attached for each closely-held corporation/partnership interest of the decedent, other than a sole-proprietorship. See instructions for the supporting information to be submitted for sole-proprietorships. ITEM NUMBER 1 DESCRIPTION 6,606 Mount Olive Pickle Company, Inc. - closely held stock; hele in decedent's name individually; 43.02 per share VALUE AT DATE OF DEATH 284,190.12 TOTAL (Also enter on Hne 3, Recapitulation) $ 284,190.12 (If more space is needed, insert additional sheets of the same size) Copyrlght(c) 1996 form software only CPSystems, Inc. Form REV-1504 EX (Rev. 1-97) REV-1508 EX t (1-97) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY ESTATE OF FILE NUMBER Genevieve G. Pope SS# 578-26-6185 09/02/2002 21-02-0892 Include the proceeds of litigation and the date the proceeds were received by the estate. All property jOintly-owned with the right of survivorship must be disclosed on Schedule F. ITEM NUMBER 1 10 11 12 DESCRIPTION Alliance Capital Reserves - Money Market Fund held with Senior Financial Services; held in decedent's name individually VALUE AT DATE OF DEATH 99,786.07 2 Blue Shield - medical payment checks paid to subscriber but due to the provider 47.57 3 Blue Shield - payments made to subscriber on behalf of provider (provider charges) 128.19 4 Citizens Bank - Checking Account #6100905233; Held in the name of the decedent individually 192.29 Accrued interest on item 4 to date of death 0.01 5 Citizens Bank - Savings Account #6101200268; Held in the name of the decedent individually 94,284.60 Accrued interest on item 5 to date of death 38.23 6 Members 1st - Life Savings account titled in the decedent's name individually 4,000.00 Accrued interest on item 6 to date of death 0.19 7 Members 1st - Savings Account #5353 titled in the decedent's name individually 248.08 Accrued interest on item 7 to date of death 0.01 8 Members 1st - Certificate of Deposit #5353 titled in the decedent's name individually 100,596.63 Accrued interest on item 8 to date of death 7.88 9 Mid Penn Bank - Certificate of Deposit #309001434; opened 11/7/2001 from a previous CD #309001295; Held in decedent's name alone 100,000.00 Accrued interest on item 9 to date of death 2,326.03 1 4mm wide 18kt yellow gold wedding ring - see attached appraisal 225.00 1 Ladies 1/3 ct round cut diamond ring - see attached appraisal 950.00 1 ladies .25 pt round diamond ring - see attached appraisal 750.00 Total of Continuation Schedule(s) 1,408,199.32 TOTAL (Also enter on line 5. Recapitulation) $ 1 J 811 J 780 .10 (If mare space is needed, insert additional sheets of the same size) Copyright (e) 1996 form software only CPSystems, Inc. Form REV..1508 EX (Rev. 1-97) Estate of: Genevieve G. Pope Soc Sec #: 578-26-6185 Date of Death: 09/02/2002 Item If Continuation of Schedule E (Cash, Bank Deposits & Miscellaneous Personal Property) Description Value at Date of Death 13 1 ladies diamond band containint 20 .01 pt diamonds- see attached appraisal 14 AIC Annuity Insurance Company - Annuity #BX202905; Beneficiary is estate; surrender value is $103,578.41 15 American Investors Life Insurance Company - Annuity #370514; Beneficiary is estate; surrender value is $395,800.56; Present value of annual annuity of $91,703 at Sect. 7520 rate of 5.6% for 5 year term is $390,526.00 valued at surrender value 17 Fort Dearborn Life Insurance Company - Annuity #P00000011336; Beneficiary is estate; surrender value is $250,000 18 London Pacific Life & Annuity Company - Annuity #2A3111158; Beneficiary is estate; surrender value is $257,748.13 19 Monumental Life Insurance Company - Annuity #ML001686NA; Beneficiary is estate; surrender value is $400,000 20 Civil Service Annuity payment 500.00 103,578.41 395,800.56 250,000.00 256,872.44 400,000.00 1,447.91 1,408,199.32 REV-1S" EX + (i-97) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS ESTATE OF Genevieve G. Pope Debts of decedent must be reported on Schedule I. ITEM NUMBER A. B. 5511 57B-26-6185 09/02/2002 FILE NUMBER 21-02-0B92 DESCRIPTION AMOUNT 1 FUNERAL EXPENSES, Malpezzi Funeral Home - funeral bill 13 ,889.50 1. ADMINISTRATIVE COSTS, Personal Representative's Commissions Name of Persona! Representative(s} VIal ter C. Warf ieId Social Security Number(s) / EIN Number of Personal Representative(s) Slreet Address 515 East Winding Hill Road City Mechanicsburg State PA Zip 17055 58,000.00 Year(s) Commission Paid: 2. 3. Attorney's Fees James, Smith, Durkin & Connelly, LLP Family Exemption: (If decedent's address is not the same as claimant's, attach explanation) Claimant Street Address 58,000.00 City Relationship of Claimant to Decedent State Zip 4. Probate Fees Register of Wills 1,247.00 S. Accountant's Fees 6. Tax Return Preparer's Fees 7. 1 Other Administrative Costs Cumberland Law Journal estate advertising costs 75.00 2 Herbe Jewelers - jewelry appraisal fee 85.00 3 Mellon Investor Services - replacement certificate charge 214.55 4 Paralegal expense - Mileage reimbursement to drop off and pick up jewelry for appraisal and to travel to Carlisle/Cumberland County to probate Will 36.87 5 Pennsylania Blue Shield - return of overpayment 38.03 Total of Continuation Schedule(s) 2,107.33 TOTAL (Also enter on line 9, Recapitulation) $ 133,693.28 (If more space is needed, insert additional sheets of the same size) Copyrigh1 (c) 1996 form software only CPSystems, Inc, Form REV-1S11 EX (Rev. 1~97) Estate of: Genevieve G. Pope Soc See #: 578-26-6185 Date of Death: 09/02/2002 Continuation of Schedule H-B4 (Proba1:,e Fees) Item If Description Amount 1 Register of Wills - probate fee 1,247.00 1,247.00 Estate of: Genevieve G. Pope Sac See #: 578-26-6185 Date of Death: 09/02/2002 Continuation of Schedule H-Bl (Personal Representative's Commissions) Item if Description Amount 1 Walter C. Warfield - executor commission 58,000.00 58,000.00 Estate of: Genevieve G. Pope Soc See #: 578-26-6185 Date of Death: 09/02/2002 Continuation of Schedule H-B2 (Attorney's Fees) Item 1/ Description Amount 1 James, Smith, Durkin & Connelly, LLP - attorney fees 58,000.00 58,000.00 Estate of: Genevieve G. Pope Soc See #: 578-26-6185 Date of Death: 09/02/2002 Continuation of Schedule H-B7 (Other Administrative Costs) item II Description Amount 6 Register of Wills - charge for certified copy of Will of George Pope 4.50 7 Register of Wills - additional short certificates 15.00 8 Reserve for additional administration expense 2,000.00 9 Walter c. Warfield ~ executor expenses for travel, postage and telephone charges to complete funeral services and initial estate administration duties 87.83 2,107.33 REV-1512 EX +(1-97) COMMONWEALTH OF PeNNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Genevieve G. Pope SCHEDULE I DEBTS OF DECEDENT, MORTGAGE LIABILITIES, AND LIENS SSfl 578-26-6185 09/02/2002 FILE NUMBER 21-02-0892 Include unreimbursed medical expenses. ITEM NUMBER 1 DESCRIPTION Bethany Village - final payment of care AMOUNT 876.50 2 PA Department of Revenue - estimated tax payment (check written prior to death but not cleared until after death) 49.78 TOTAL (Also enter on line 10, Recapitulation) $ 926.28 (If more space is needed, insert additional sheets of the same si2e) Copyright (c) 1996 form software only CPSystems, Inc. Form REV...1512 EX (Rev. 1-97) REV-15 13 EX + (9-00) COMMONWEALTH OF PENNSYLVANIA lNHERITANCETIV< RETURN RESIDENT DECEDENT ESTATE OF Genevieve G. Pone SCHEDULE J BENEFICIARIES SS!! 578-26-6185 FILE NUMBER 21-02-0892 RELA liONS HIP TO DECEDENT AMOUNT OR SHARE Do NotList Trustee(s) OF ESTATE 09/02/2002 NUMBER NAME AND ADDRESS OF PERSONtS) RECEIVING PROPERTY I. TAXABLE DISTRIBUTIONS llnclude outright spousal distributions, and transfers under Sec. 91 16(aX1.2)J 1 Brenda Gerrig P.O. Box 1091 Solana Beach, CA 92075 Niece 100.00 2 Rick Gerrig P.O. Box 1860 Old Town, FL 32680 Nephew 100.00 3 Roberr Gerrig 38 N. Pine Circle Be11eair, FL 33756-1640 Nephew 100.00 4 Berry Holden 4934 29rh Avenue Sainr Perersburg, FL 33710 Niece 100.00 5 Linda Pedersen P.O. Box 7452 Niece 100.00 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 1 B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS American Cancer Society - 90% of residue; Inc., ATTN: Michael Franconi, Director of Box 897, Hershey, PA 17033-0897 1,884,394.17 Pennsylvania Division, Planned Giving, P.O. 2 Bethesda Mission - Specific Bequesr; 611 Reily Streer, Harrisburg, PA 17102; Tax Exempt #75-00372-6; Federal EIN: 23-1389397 1,000.00 3 Helen Opperman Krause Animal Foundation, Inc. - Specific Bequest; 1,000.00 Tora1 of Conrinuarion Schedule(s) 43,000.00 TOTAL OF PART II - ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV 1500 COVER SHEET'S 1,929,394.17 (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: Genevieve G. Pope Sac Sec #: 578-26-6185 Date of Death: 09/02/2002 Item II Continuation of Schedule J, Part I (Taxable Bequests) Name and Address of Beneficiary Relationship Amount or Share of Estate Wesley Chapel, FL 33544 6 Walter C. Warfield 515 East Winding Hill Road Mechanicsburg, PA 17055-4911 Friend 7 Marguerite P Wood 1201 E. Palma ire Avenue Phoenix, AZ 85020-5429 Sister- in-Law 10% of estate 1000 shares of Mt. Olive Pickle Stock (10 for 1 stock split after Will signing on 06/30/1996) Estate of: Genevieve G. Pope Soc Sec #: 578-26-6185 Date of Death: 09/02/2002 Continuation of Schedule J, Part II-B (Charitable and Governmental Bequests) Item # Description Amount or Share of Estate P.O. Box 311, Mechanicsburg, PA 17055-0311; Tax I.D. #23-224917 4 Indiana University of PA - Specific Bequest; 201 Sutton Hall, Indiana, PA 15705 1,000.00 5 Market Square Presbyterian Church - Specific Bequest; 20 South 2nd Street, Harrisburg, PA 17101; Tax-Exempt #23-1352408 10,000.00 6 Mount Olive Presbyterian Church - Breazeale Avenue, Mount Olive, PA 56-1293552 Specific Bequest; 105 N. 28365; Tax-exempt No. 10,000.00 7 Pope Foundation, Mount Olive College, Inc. - Specific Bequest; 634 Henderson Street, Mount Olive, PA 28365; Tax-exempt No. 56-0623936 10,000.00 8 The Salvation Army - Specific Bequest; 1122 Green Street, Harrisburg, PA 17102 10,000.00 9 Tressler Lutheran Services - Specific Bequest; 901 N. 6th Street, Harrisburg, PA 17102 1,000.00 10 West Shore Shelter of the Harrisburg Humane Society - Specific Bequest; 710 Eppley Road, Mechanicsburg, PA 17055 1,000.00 43,000.00 ESTATE OF GENEVIEVE G. POPE SS # 578-26-6185 PENNSYLVANIA INHERIT ANCE TAX RETURN REV-1500 SCHEDULE J Part II - line B-1 : Calculation of90% residue charitable bequest to American Cancer Society The Pennsylvania Charitable bequest of 90% of the residue was calculated using the method approved in Foster Est., 10 Fiduc. Rep. 667 (O.C. Erie 1960) and Remmel Estate, 425 Pa. 325 (1966). Therefore, the deduction is 90% of the residue before taxes, even though the Will directs that all taxes be paid out of the residue. The Federal Estate tax deduction is the amount anticipated to be distributed to the charity, which is 90% of the residue after the payment of Pennsylvania Inheritance Taxes (there are no Federal Estate Taxes due nor Pennsylvania Estate tax due.) In determining that the taxes will be paid from the residue before the application of the 90% distribution to the charity, we rely upon the tax allocation language in the Will in the first article thereof: ". . . J durther (sic) direct that all estate, inheritance and succession taxes that may be assessed in consequence of my death, of whatever nature and by whatever jurisdiction imposed, shall be paid out of the principal (emphasis added) of my general estate to the same effect as said taxes were expenses of administration and all property includable in my taxable estate whether or not passing under this Will shall be free and clear thereof" We believe that this language, particularly the reference to payment of taxes out to the principal ofthe estate, are clear direction that the taxes are to be paid out of the residue prior to distribution to any residuary beneficiary and that this direction overcomes the statutory scheme of allocation of death taxes. (See In Re: Estate ofGaiJ B. Jones, 2002 PA Super 109,796 A.2d 1003 (2002) and the cases cited therein, including Erie~ Estate, 439 Pa. 550, 267 A. 2d 841 (1970) distinguished, and In re: Estate of Fleishman, 479 Pa. 569, 388 A. 2d 1077 (Pa. 1978).) REV-485 EX+ 11.921 . SAFE DEPOSIT BOX INVENTORY COMMONWEALTH OF PENNSYLVANIA. DEPARTMENT OF REVENUE INHERITANCE TAX DIVISION DEPT. 280601 HARRISBURG, PA 17128-0601 Please Print or Type MUST BE COMPLETED BY REPRESENTATIVE OF FINANCIAL INSTITUTION WHERE SAFE DEPOSIT BOX IS LOCATED AND RETURNED TO ABOVE ADDRESS COUNTY CODE FILE NUMBER SOCIAL SECURITY OR DEATH CERTIFICATE NUMBER 21 02-0892 578-26-6185 DECEDENT'S NAME (LAST, FIRST, MIDDLE) Pope, Genevieve G. ADDRESS OF DECEDENT {STREE~ (CITY) 325 Wesley Drive Mechanicsburg NAME AND ADDRESS OF PERSON REQUESTING THE OPENING OF THE SAFE DEPOSIT BOX (NAME) Walter C. Warfield 515 East Winding Hill Road (STREET ADDRESS) DATE OF DEATH 09/02/2002 (STATE) PA (ZIP CODE) 17055 Mechanicsburg (CITY) PA 17055-4911 (STATE} (ZIP CODE) NAME, ADDRESS AND RELATIONSHIP (IF ANY) TO DECEDENT, OF PERSON(S) PRESENT AT THE BOX"OPENING a. (NAME) (RELATIONSHIP) Walter C. Warfield Personal Representative (STREET ADDRESS) (CITY) (STATE} 515 East Winding Hill Road Mechanicsburg PA b. (NAME) (RELATIONSHIP) Donna M. Mullin Attorney for Estate (STREET ADDRESS) (CITY) 134 Sipe Avenue Hummelstown, c. {NAME} IRELATlONSHIP) [ZIP CODE} 17055 (STATE) IZIP CODE) PA 17036 {STREET ADDRESS} (CITYl (STATE) {ZIP CODE} NAME AND ADDRESS OF FINANCIAL INSTITUTION WHERE THE SAFE DEPOSIT BOX IS LOCATED INAME) Citizen's Bank PA {STATE} (ZIP CODE) 17055 (STREET ADDRESS) 2 West Main Street · NAME OF PERSON MAKING LAST ENTRY ..L'r" n Wa.....{+.r Co.. WCLrI/e.- ~ DATE OF CONTRACT TO RENTBOX NUMBER OF BOX ID-"I-'7 ~/ '-3:0= NAME AND ADDRESS OF PERSON!S) HAVING ACCESS TO BOX a. {NAME} . n /1? b. {NAME} IJ (va f-/t-1-c. (;JM-~<./IOI.. vory- ~1'W<- G. P&i~ (S\REET ~RE~ .' II '/1' r? /J (STREET ADDRESS) hh r-. WV\~of!:-t '/TJ /4X. 3~o u/0"/~ J)rrv<:..- (CITY) '" _ J . b V. (STATE) {ZIP CODE} (CITY)., I ' . ' . (STATE) /l~ {TIJ.cs /A v. , f~ ('7~ II~I,(/V./I(J <.(,,- ffl- NAME AND TITLE OF EMPLOYE TAKING THE INVENTORY ~ J:!'~-I-<fc (ZIP CODE) 1 /.)~ "DWI n "- n,. rn.... flt.J ~S" WAS A WILL IN THE BOX? ES oNO If yes, a. Date of will: i '.; ( /Zvr/,,(J.,,-<--d2 -r -'1- () -- &Vt" 0, (( S~--"- b. Name and oddr.., of personal r.presentative, if named in the will INAME) /lJ a. (,J-z..,- C-, (STREET ADDRESS) .... SlS- e.~ WM.VI c. Name and ~dre.s of attom.y,~y INAME) G::>~Y C. Y'~ L ::, / ;;>V .5 "'1.P& d'\.VIfulnAF (STREeT ADDRESS). , (JJ~~oZ.- ,/) " ICITY) I /fj{ ( {L<JacR. fJ--<-f'/nJiC-s b>4/' Mdl/YJ~ ~N 11\ (CITY) {ZIP CODE} 0~ 1/1>3(.. {STATE} {ZIP CODE} Page / of / SAFE DEPOSIT BOX INVENTORY INSTRUCTIONS (1) Cash: Report total only. (2) Stocks: List in detail every common or preferred certific.ate, warrant or other rights found in box, Stocks are to be designated by name of company, certificate number, date of certificate, name in which stock is registered, and number of shares and class of stoCK. (3) Obligations ofU. S. Government: Number of items, date of issue, face value, names in which registered and type of ownership, i.e., jointly held, payable on death, etc. (4) Bonds: Designate by name, amount, serial number, or other designation. (Bearer Bonds) (5) Bank and Savings and Loan Passbooks: State name of depositor, number of book, last date appearing in book, name of bank and branch, and balance. (6) Jewelrv, Coins, Stamps, Manuscripts, etc: List and doscribe as fully as possible. (7) Deeds, Mortgoges, Current Insurance Policies or other evidences of indebtedness: List and describe as fully as possible. (8) All other contents. ITEM NO. t f?h{/0- of fHhV""iV'<-<- -11- G :;2- tPv-<.l0- of A--ftvn.J:.... ~+- !;' .: G ITEM DESCRIPTION (~- ,. - '"- f6 Pe. Lv G'eoV7L<z....; Lv, fb ~ l/ , I CERTIFY UNDER PENALTY OF PERJURY THAl lHE ABOVE RECORD IS PERSON RECEIVING COPY OF CORRECT AND COMPLETE TO THE BEST OF MY KNOWLEDGE AND BELIEF. SAFE DEPOSIT BOX INVENTORY: SlGNATU':.:.. .r"'yJ 70 SlGNATU" . L j 1lZ71~ ~. . /, ., /j.) "nr: c:. /.1 ) /" ,/." \ PRINT fIIAME PRINT NAME AND CHECK APPROPRIA. E 'elf 'eflOW, Donna M. Mullin Walter C. Warfield PRINT TITLE CHECK APPROPRIATE BOX: ~ Executorftrix) 0 Administrator{trix) Attorney 0 Estate Representative 0 Jain! owner af safe deposit box NOTE: Attach addltionol 8%11 X 11 II sheet (s) if necessary or use duplicates of this page of form. ~ * October 23, 2002 Mr. Bernard A. Ryan, Jr. James, Smith, Durkin & Connelly, LLP P. O. Box 650 Hershey, Pennsylvania 17033 Dear Mr. Ryan: We have enclosed our standard response to inquiry which includes the information that was current as of August 25, 2002. This is the nearest date to September 2, 2002 we have available. Our records indicate that there was a 10 for 1 stock split effective June 30, 1996. That is the only recorded stock split since 1991. Since Ms. Pope has not had an account registered in her name except for the two-year period mentioned below, her shares being registered to CEDE, we cannot be of much assistance helping you determine how many shares she actually holds. Our only record in the last decade relative to her situation was in 1998 when she inherited stock from Mr. George Pope. There were 37,000 shares involved in that transaction. There was an account set up by Mr. Warfield in Ms. Pope's name but it was closed in year 2000 and the shares were transferred to CEDE. Please let us know if we can do anything further to assist you. Enclosure LHG Mount Olive Pickle Company, Inc. . Corner of Cucumber & Vine' P.O. Box 609 . Mt Olive, N.C. 26365 Phone 1-919-{)58-2535 . FAX: 1-919-{)58-{)296 . Website www.mtohvepickles.com To: Estate of Genevieve G. Pope, Deceased Mount Olive Pickle Company, Inc. Company Response To Inquiry Concerning Stock Value Because of applicable legal restrictions, the Company cannot, and does not, offer any advice as to the value of its common stock. Under a policy adopted by the Board of Directors, the Company may furnish the following information to those seeking to buy or sell shares of the Company's common stock: (a) The unaudited book value of Company shares on August 25, 2002 was $24.47. (b) During the past 12 months 29,386 shares have been traded at an average price of $40.89. The most recent sale was 30 shares at $58.00 per share. Some transfers occur without the Company knowing the price of the transaction. (c) Company shares were appraised by an independent firm as of April 30, 2002. The Appraisal was made for the sole purpose of valuing Company shares held by the Trustee of the Company's Profit Sharing and Saving Plan. The appraised value as of the above date was $43.02 per share. The Company emphasizes that any purchase price derived from the above information may not be indicative of the present market value of the Company's stock. LIVE PIC E COMPANY, INC. ~ By: Larry . Graham Executive Vice President and Secretary Dated at Mt. Olive, NC, October 23, 2002 MemberslST FEDERAL CREDIT UNION INSURANCE DEPARTMENT 5000 Louise Drive P. O. Box 40 Mechanicsburg, PA 17055 1-800-283-2328 or (717) 697 -1161 VIA FACSIMILE AND MAIL October 17, 2002 Stephanie L. Gaffey James, Smith, Durkin & Connelly PO Box 650 Hershey, PA 17033 RE: Estate of Genevieve G. Pope SSIN 578-26-6185 Dear Ms. Gaffey, Enclosed is the information requested in your letter of September 13, 2002 regarding the accounts held with Members 1 st by Genevieve Pope. Ms. Pope held a Life Savings Account with us, which did not list a beneficiary. For purposes of filing a claim with our insurance carrier, please forward an original death certificate. Please allow 4-6 weeks for claims processing. Please do not hesitate to contact me at 795-5131 should you have any questions or require additional information. f.~ """ yoomy AJ~h . Denise A. Anders Insurance Products Supervisor MemberslST FEDERAL CREDIT UNION INSURANCE DEPARTMENT 5000 Louise Drive P. O. Box 40 Mechanicsburg, PA 17055 1-800-283-2328 or (717) 697-1161 ~ '- REGULAR SAVINGS ACCOUNT: Account Number/Suffix Date Account Opened Principal Balance at Date of Death Accrued Interest to Date of Death Total Principal and Accrued Interest Interest Earned from 01/01/02 to Date of Death Name of Joint Owner LIFE SAVINGS ACCOUNT: Account Number/Suffix Date Account Opened Principal Balance at Date of Death Accrued Interest to Date of Death Total Principal and Accrued Interest Interest Earned from 01/01/02 to Date of Death Name of Joint Owner CERTIFICATE OF DEPOSIT: Account Number/Suffix Date Account Opened Principal Balance at Date of Death Accrued Interest to Date of Death Total Principai and Accrued Interest Interest Earned from 01/01/02 to Date of Death Name of Joint Owner 5353 -00 11/28/1960 $248.08 $.01 $248.09 $2.56 None 5353 -11 02/01/2001** $4,000.00 $.19 $4,000.19 $46.52 None 5353 -41 1 YR 06/18/1999 $100,596.63 $7.88 $100,604.51 $2,541.47 None "Account opened by transfer of funds from 5353-00 Estate of: GENEVIEVE G. POPE Date of Death: 09/02/2002 Social Security Number: 578-26-6185 DBERS1M' Denise A. Anders Insurance Products Supervisor L CREDIT UNION October 17, 2002 .: CITIZENS BANK 525 William Penn Place Suite 153-2510 Pittsburgh, PA 15219 October 7, 2002 JAMES SMITH DURKIN & CONNELLY LLP PO BOX 650 HERSHEY, P A 17033 Estate of GENEVIEVE G POPE Date of Death: Sep 02,2002 SSN: 578-26-6185 Dear Sir/Madam: In accordance with your request, the attached information sheet has been provided in the above decedent's name as of hislher date of death. For IL or LC accounts, contact our Loan Department at 1-800-537-5591. For all other inquiries, please call 412.867.3882. Sincerely, .i1u&~v~ -~ Kristen Pattison-Connolly . - - cr Operations Services c C CITIZENS BANK Monday, October 7, 2002 Account Number Account Title 6100905233 Genevieve G. Pope Date Opened: 9/8/1995 Account Type: DO Principal Bal as of DOD $192.29 Int from Last Account Bal Posting to DOD as of DOD $0.01 $192.30 YTD Int to DOD $415.84 6101200268 Genevieve G. Pope Date Opened: 2/27/2002 Account Type: DO Principal Bal as of DOD $94,284.60 Int from Last Account Bal Posting to DOD as of DOD $38.23 $94,322.83 YTD Int to DOD $1313.17 Main Office' 349 Union Street Millersburg PA 17061 (717)692-2133 (717)895-3140 Office Locations: 2 E Main Street P.O. BoxR Elizabethville PA 17023 (717)362-8147 School Road Dalmatia PA 17017 (570)758-2721 545 E Grand Avenue Tower City PA 17980 (717) 547-2157 7-9 E Main Street Tremont PA 17981 {570) 695-3358 4098 Derry Streel Harrisburg PA 17111 (717) 558-2144 Halifax Shopping Plaza 3763 Peters Mtn. Road Halifax P A 17032 (717) 896-8258 1001 Peters Mtn. Road Dauphin PA 17018 (717)921-8899 4622 Carlisle Pike ~chanlcsburg PA 17055 (717)161-2460 550 Main Streel Lykens PA 17048 (717)453-7185 2615 N. Front Street Harrisburg PA 17110 (717)233-7380 We'..Your Neighbors at MID PENNtBANK www.midpennbank.com ~ September 19, 2002 James Smith Durkin & Connelly LLP P. O. Box 650 Hershey, PA 17033 Attention: Stephanie L. Gaffey Re: Estate of Genevieve G. Pope Date of Death: September 2, 2002 SSN: 578-26-6185 Dear Ms. Gaffey: In response to your recent letter requesting information on the accounts of Genevieve G. Pope, I have accumulated the necessary data below: Account #: 309001434 - Certificate of Deposit Original Issue Date: November 7, 2001 Maturity Date: November 7, 2002 Account Name: Genevieve G. Pope Balance DOD: $100,000.00 Balance Accrued Interest DOD: $2,326.03 Total DOD Balance: $102,326.02 Joint Ownership Name: N/A Interest Paid During Calendar Year Up to Date of Death: $0.00 Source of Funds: Certificate of Deposit #309001295 in the name of Genevieve G. Pope for the amount of $1 00,000 was surrendered and this Certificate was issued. If you have any questions, please call me at 717-692-2133. Sincerely, &~~lj~ A' rJa4:' ci Beverly S. Hand ~ Member FDIC .raiiaU HERBE & SON JEWELERS 42 East Main Street PALMYRA, PENNSYLVANIA 17078 (717) 838.1041 TO WHOM IT MAY CONCERN: This is to certify that we are engaged in the jewelry business, appraising diamonds, watches, jewelry and precious stones of all descriptions, We herewith certily that we have this day carefully examined the following listed and descrihed articles. the property of: NAME ADDRESS We estimate the value as listed for insurance or other purposes at the current retail value, excluding Federal and other taxes. In making Ihis Appraisal. we DO NOT agree to purchase or replace the artIcles. :,'. .. 'nEsCRIP'l'lON,'.". :"., ".....:. '. :'-;:;::"-\:.~" ",'-,""-":::.:'-.,:,:">:,>," -,'.': ," , , l, L..ADJb:5;,%q:.~bL,^T~~~J#S- .Cu~VJ9r08 -r.M l)lI~mOA:ib ',:,l,5 ;4* .cSJ:i &(.t~t"JYf'{?i:Jtvt 6R~ '1::~ fii.Jni~ '~~~~~"'~ ~q-;~:~~~(..:)1i\TG : .GoLD ~6'1-:t<.:~i.1(;;':m~1'~ b :~}~,:: .~ ::, > " : .. .' ....... ;j~U\nlE:jf~~T~b:e~~~E qu-,v19m{)tJ.'~Ij50:~O' -riJeD~~m~lS' 1"S'.o;i~:~ . ~~l~:t:~~C~obRnD1;[) . ,>; 1..,:<. ;~ -;c ;,?\;(,,': j0;.,::__::,,"':,',.':"~;-~/;' :";i~i;:'-.l~,;"i'.::,"" ''-, ,,"<, .:'.;c,>\j,-:;:;.,::to':C ,,/~: {, ,"c--_ ":'~ ';,"f""',' ,'\.->'''- ". .': .::,: il~';1 ,""'::W~1f.}:;. fr. ~'<:.~;/~~. ....fY;;. . ;P;.:...:......... LD~K ,\S,~j "'W '" '-'--"<' ,i;'~ ,,'"".-- , "<'7?~'ii',,';,_,,-_~, ~tDT~~:;;~L.~~~~..;:;:,'. '. ~'t~'l~ ro' { 4mmili~~;;';.t~:; ..ell~~~ot:b;~:RkJW:y~~r;;,. WeDD~:..;~,~i;,~;ir?€,;rf .;: . "':, .,....,.. '. . . ; ..' "":'-';:"{-,~:':;ltf;~:,,~~.::;,tt&4~8-:~:>~G::~G::"" - , . ,,. - '.,' ',-.",. ',- '''''''.;','., -;; ", L'.' ,> "~'- The foregoing Appraisal is made with the understanding that the Appraiser assu;"es no Iiabilit\' with respect to any action that may be taken on the basis of this Appraisal. . .JceH;f-W. ~~~ APPRAISER !SED VALUE ~5;Q Ol>' ,'r" ".',," ,';' "', , '" .":,.":.":,, ,',"-"".",n "',',, ,,","'., :,'''' '.",' ~~A;E7<)1 f)m:J, c:. LAST WILL AND TESTAMENT OF GENEVIEVE G. POPE I, GENEVIEVE G. POPE, of the Township of Hampden, County of Cumberland and State of Pennsylvania, being of sound and disposi mind, memory and understanding, do make, publish and declare this my Last Will and Testament, hereby revoking and making void any and all prior Wills by me at any time heretofore made. 1. I direct the payment of all my just debts and funeral expenses as soon after my decease as the same can be conveniently done, and in this respect, I durther direct that all estate, in- heritance and succession taxes that may be assessed in consequence of my death, of whatever nature and by whatever jurisdiction imposed, shall be paid out of the principal of my general estate to the same effect as if said taxes were expenses of administration and all property includable in my taxable estate whether or not passing under this Will shall be free and clear thereof. 2. I give, devise and bequeath all the rest, residue and remainder of my estate, real, personal and mixed, whatsoever and wheresoever the same may be situate, to my husband, GEORGE W. POPE, absolutely and unconditionally. -1- 3. In the event that my husband, GEORGE W. POPE, should predecease me, Qr should he die within thirty (30) days from the date of my death, then in either such event, I direct. the settlement and distribution of my estate to be made in the foll~wing manner, tm wit: A. I give and bequeath ten (lq%) per cent. of my entire estate, of whatsoever nature and wheresoever the same may be situate, to my good friend, WALTER C. WARFIELD, absolutely and unconditionally, er to his wife, MIRIAM N. WARFIELD, absolutely, should he preaecease me. B. I direct that the balance of my residuary estate then remaining, be paid out and distributed as follows: (a) I give and bequeath one hundred (100) shares of my Mt. Olive Pickle Co., common stock to my husband's sister, MARGUERITE P. WOOD, if she survives me. (b) I give and bequeath one hundred (100) shares of my Mt. Olive Pickle Co., common stock to my husband's sister, HELEN P. HALL, if she survives me. (c) I give and bequeath the sum of Ten Thousand ($10,000.00) Dollars to the Market Square Presbyterian Church, of Harrisburg, Pennsylvania. (d) I give and bequeath the sum of One Thousand ($1,000.00) Dollars to the HELEN OPPERMAN KRAUSE ANIMAL FOUNDATION, INC., -2- P. O. Box 311, Mechanicsburg, Pennsylvania. (e) I give and bequeath the sum of One Thousand ($1,000.00) Dollars to the WEST SHORE SHELTER OF THE HARRISBURG HUMANE SOCIETY, lecated at Mechanicsburg, Pennsylvania. (r) I give and bequeath the sum of One Thousand ($l,OOO.OO} Dollars to the BETHESDA MISSION, of Harrisburg, Pennsylvania. (g) I give and bequeath the sum of Ten Thousand ($lO,OOO.OO} Dollars to THE SALVATION ARMY, of Harrisburg, Pennsylvania. (m) I give and bequeath the sum of One Thousand ($1,000.00) Dollars to TRESSLER LUTHERAN SERVICES, of Mechanicsburg, Pennsylvania (i) I give and bequeath the sum of Ten Thousand ($10,000.00) Dellars to the MT. OLIVE PRESBYTERIAN CHURCH, of Mt. Olive, North Carolina. (j) I give and bequeath the sum of Ten Thousand ($10,000.00) Dollars to the POPE FOUNDATION, of Mt. Olive College, Mt. Olive, Nerth Carolina, which college was formerly known as the FREE WILL BAPTIST COLLEGE. (k) I give and bequeath the sum of One Thousand ($1,000.00) Dollars to INDIANA UNIVERSITY OF PENNSYLVANIA, of Indiana, Pennsylvania. (1) I give and bequeath the sum of One Hundred ($100.00) Dollars apiece, to my two (2) nephews and three (3) nieces, who are the children of my brll)ther "ROBERT", if they survive me. -3- (m) I give and bequeath all the rest, residue and remainder ef my estate then remaining, to the AMERICAN CANCER SOCIETY. LASTLY, I neminate, constitute and appoint my good friend, WALTER C. WARFIELD, Executor of this my Last Will and Testament, and direct that he be excused from posting bond or other security for the faithful performance of his duties, and in the event that he should predecease me, or should he be unable or unwilling to serve in such capacity for any reason, then in such event, I nominate, constitute and appoint MELLON BANK, Executor of this my Last Will and Testament, in his place and stead. IN WITNESS WHEREOF, I have hereunto set my hand and seal this b7t1 day of November, A. D., 1991. I. /::::1-... - ~'". ~ ~'~----.... Genevieve G. L;.J ..1 _ 1'b'~ PlIlpe (SEAL) -4- Signed, sealed, published and declared by the above named, GENEVIEVE G. POPE, as and for her Last Will and Testament, in the presence of us, who have subscribed our names hereto as witnesses, at the request of said testatrix, in her presence and in the presence of each other. ,/ J ". ' . '-( ~~ffiAj4;$ -::A.u) LI . c+- ~Ad ~/ f .~/,(.~"-KiL- /;/ -5- Cumberland County - Register Of Wills Hanover and High Street Carlisle, PA 17013 Phone: (717) 240-6345 Date: 8/03/2004 WARFIELD WALTER C 515 EAST WINDING HILL RD MECHANICSBURG, PA 17055-4911 RE: Estate of POPE GENEVIEVE G File Number: 2002-00892 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: 9/02/2004 Your prompt attention to this matter will be appreciated. Thank You. Sincerely, GLENDA FARNER STRASBAUGH REGISTER OF WILLS cc: File Counsel Judge STATUS REPORT UNDER RULE 6.12 Name of Decedent: GENEVIEVE G. POPE Date of Death: September 2, 2002 Will No. Admin. No. 2002-00892 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 X 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 X No b. The separate Orphan's 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 d. Copies of receipts, releases, joinders and approvals of formal or informal accounts may be filed with the Clerk of the Orphans' Court and may be attached to this report. Date: - '- c~ Signature :::~.? c-4 . Gary L. Jarfles,~squire ) ::; JAMES, ERICK & CONNELLY ~ 134 Sipe Avenue : .. ~ Hummelstown, PA 17036 ~' ~ (717) 533-3280 Capacity: Personal representative X Counsel for personal representative