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Home My WebLink About02-0860 Estate of also known as N FOR PROBATE and GRANT OF LETTEjRS ~ No. 02\- oa-9'~o To: Register of Wills for the ' Deceased. County of (2<.( '"" 13/f/;> 1 A ~ in the Social Security No. / :> - 24 - Commonwealth of Pennsyltania The petition of the u dersigned respectfully represents that: Your petitioner(s), w 0 is/~18 years of age or older a!j the executh. in the last will of the ab ve decedent, dated 5/~~ ~ "',.; n. :L<>. and codicil(s) dated - PETITI named , 19~ (s ate relevant circumstances, e.g. renunciation, death of execiltor, etc.) Decendent was domi iled at death in (! "'- I11MR L A ~ h ,<, last family 0 principal residence at C R F- E' (list street, number and muncipality) County, Pen sylvania, with ~ /7 :l 5~ / , 19. z-oo 1- , at 2- i2,q rIVe-- <? lUNA Except as follows, de edent did not marry, was not divorced and did not have a child bprn or adopted after execution of the w II offered for probate; was not the victim of a killing and was neller adjudicated incompetent: Decendent at death owed 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 ennsylvania situated as follows: $ $ $ $ ~/.)oo I I t-- 0- /Va v-Y I~ WHEREFORE, petllOner respectfully presented herewith and the grant of letters I request(s) the probate of the last willi aad F<jr;, eedi.il(s) theron. (testamentary; admin stration c.t.a.; administ~tion d.b.D.c.t.a.) . o " . :gS .~ ~~ -g.g ;:"~ (;J~fi-r/ "" -2F ~~ E. 1/ / J. . .J./ / ~o ;; " '" in OA H OF PERSONAL REPRESENTATIVE COMMONWEAL H OF PENNSYLVANIA 1- ss COUNTY OF CUMBERLAND J The petitioner(s) abo e-named swear(s) or affirm(s) that the statements in the foregoIng petition are true and correct to the est of the knowledge and belief of petitioner(s) and that as per~onal represen- tative(s) of the above cedent petitioner(s) will well and truly administer the'estate aC40rding to law. subscribed {"'/ -(b~-C/4' .0 ~~ day of l'l' ?nn, Register Sworn to or affir before me this '" 00' '" .. - '" l\l ~ / .5i: \I~qf\-':::: No. ?1 - 02 - 860 Estate of ;:. ilL r/?;3 I) &/tIS! - , D~ceased DEeRE OF PROBATE AND GRANT OF LETTE~S AND NOW Z-3 ~ ~oo 2--;-in consideration of It he petition on the reverse side hereof, satisfactory proof having been presented before me, IT IS DECREED that he instrument(s) dated ~n.r-", rl6/Z.- z..c: described therein be ad itted to probate and filed of record as the last will of !'fct "3 ' -e /,/ kr.eA/'> I (JA-/Ut:.~ and Letters fisT ...", "..fr--~IQ are hereby granted to s - Probate, Letters, Etc. . ....... $ Short Certificates(,,) .. ....... $ Renunciation ........ ....... $ X-PAGES $ 30.00 JCP 5.00 TOT L _ $ Q2g.00 Filed ...... .S~P.T.E.M8 R. 2~.. ZQQ2.. . . .. .. 375.00 18.00 4~/nl-m.(..bI.<j 11"//4 Register of Wills' nU (} f?z:"j"""):.fZ-. -:J: R.es,du2.-- ID~Obfj<{'I ATTORNEY (Sup. Ct. l.0. No.) , I 1-"1or ;U.. FRo....rir S?.. /-/f'frns l3if;:!{;SS ).4- /7//6 ("717) -:2:~'2 _ ~d 0 PHONE " .. L . FE S j-i-' i';"..) Letters given to attorney 0 9-23-02. REGISTE OF WILLS OF C2O<IMIJM.t,-pJjJ eOUN!rY ATH OF SUBseRIBI~G WIT~ESS Pe (each) a subsc9l>ing wit law, depos~ and say R. /-h ~ - .cgeli.,,~l~- ess to the will presented herewith, (each) being duly qualifie~ according to that T/:t&1 WFi/.l& p~esent and saw / the testa! ", , sign. he same and that f/~7 signed as ~ witness at the request of testa!^,' 1 h I '" presence and (m the presence of each other) (in the Rrp~el1~p nf the )). f~ ,A /. , ~ < '- subscribed before day of H 2 02 Sworn to or affirmed me this 23RO SEPTEMB R Regis er (Name) Y-t0/ A/ Pro,. 1" '!JT' H~6". /In f7053- , .. 12 (Addre~)/ ~(~-f//' _~././//..Q (Name) () $"2 N. cot</Mr/TT7UJU s/' AJ~, /k/ 171. 17..l..,J..f1 .J (Address) REGIST o OF WILLS OF eOUNTY TH OF ~O~-SUBSeRIBI~G WIT~ESS (each) a subscriber her to, (each) being duly qualified according to law, depose(s) ~d say(s) that familiar with the signature of codicil will of (one f the subscribing witnesses to) the presented ,herewith and codicil , believes the signature on the will is in the ~andwriting of testa! that to the best of knowledge and belief. Sworn to or affirmed a d subscribed before me this day of 19_ (Name) (Address) Register (Name) (Address) lJJ05.H05 REV 918(, , This is ro certify that the informati n here given is correctly copied from an original certificate of d~ath duly filed wirh Local Registrar.' The original certifi ate will be forwarded ro rbe Stare Vital Records Office for perm~nent 1I1ing. WARNING: t is illegal to duplicate this copy by photostat or PhotOgr~Ph. , Fee for [his certificate, $ .00 ,,~t,j~~\,trorPE~~..~~ (~' $~~~~~- . ~\ ~..,., -.- -- ?~ ~~;; -: .!:~ b;~..' tf,...,~f \* <'_~.c".",,-_' ~l "'* 'A~'" ''--'WrAffNT ~\ ~";",... ~""""""#"'HI",I',I' P 8608164 No. me as Local egistrar i I Sf~;< 7 21l1l2 " Hl05.144Rw.1191 co MONWEALTH OF PENNSYLVANIA. DEPARTMENT OF HEALTH. VITAL RECORDS CERTIFICATE OF DEATH (Coroner) ,...., . .."" ;KIHtc tu.MEOI'!;lECEtlEmjl"",klOlcItI.\..a8l) Ronald UHDt:R I YEAR .... """ l1ifIIl'f:."'-E~1'l sex SOCIALSECURIT'l'NUt.l8EA A Gaialer . Male ,. 142-26-8105' UHDEA1DM ~\Clt,w'Ii l'u.ce. tlE.IIr\otlO'ck'"Y_ _~""_~ __ ~. ~eorFOIeignCcldry) 1iOSP1TAl: 0llfE; fllairstown. :--0 E~O N OERH .Oi ohtlardnumtler) Cumberland Newv lIe 32 N. Corporation Street 'oW.SDECEDENfEVEFlIN U.S.AAMEDFOFlCES1 ...0 ~l<I C?ECEoeHT'SEDUCAI'ION ..... (1~~!>-\'\ .. Duimstr4. USlJAL UPJIJION ~-=:~,=,::~=r lONDOI' SII<lESSIIN , OECEoePolf'SMAll.lHGAODAess(Slreel.C~.SleltI.l''PCtdel DECEDENT'S ""'.. AESlOENCE -- 00'_..,.1 DNErYDEAfH(hlOl'lJl.o.y.'lloerl 4. September 13 J 2002 g;:",o SUFlYMNQ SPOUSE lll_.gMI""""".......) 17h. Cumb Old 17C.0....--..1weod -- .....In. ........"",1 11ll.0:;"'~:: MOTHER'SHAME(FnI. MddIe. """"SlJr~ i1 T7..SWe Pl'l 32 N. Corp. St. Newville, Fa 17241 ".?"< ""'" "'" .,.,...0 CteIM\IOnia FIernoraIfrofrISlMD -- .ept 16 2002 lICEIllSENUMBE'}.; th..3 ~.__I'Id"""_,__~_, ,.., EORPER9ON...cT1NG Ti:l".,_or ...... - TIME prx. EPRONOUNCEClDEAD(~.o.y.~ 0:00 P. M. u. September 14, 2002 17.1WfT1l ErQt1!.-.........injurlnorOOll'l\lllC&l__I"_ .....n.DD...._thil_o(djWlg,_.._or....,...,IIIfY......aIlockOf_Iaihn. UIIOll1J_ce....""HCn_. ,. P 0 able C rdiac Arrh thmia DUElO(ORM" QlJENCEQf1: Occlusive oronar Arter Disease OI,JElOIOR,uA OIJENCEOF): .. Dl)ElO(ORAS" OUENCEOf}: CI.'ll'EOFIN,JURY CMonII.llay.......r) wtP.EIJJ'fOPSYflNOlMQl!,~OI' _LA8LEPAlORlO COMPl..ETlON OF CAUSE OFDEAfH7 N....... ftl.. o o ... Ne 7 .CIIy/ToM1.SteIe. ..... / P.. ng AVe I.lCa<lSENUMBEFt - ......SC#.SEl'lEFE1'll'\ED ,.....- \-.e,l,*-" j--- i MEOFINJIHlY I8E HQW l~uAY OCCURFlED. - --~ CoIMIrGlbedlMfmined o o O PlACErYINJIHlY....'""""',..........-.leCIOty.o_ buIrlIn;.lIC.(Spd"fl ... -. ",,0 No;s. ...0 NoD ... ... t:aIIT'I'IEfl\Ct1e<:l<~one) 'C8ITII'YlNClI~lfhr*iBncl/flilyi'lO_dllld1...... ro.....ol'mr~,__d..101lle-C1l .... n. .1'I'lONOVNCINGIN<lDCEflTlI"flHO~~tlOII ro.......OI""'-.....,.._............""'_...., .~~R antfle......UMllnlllllOnandlorlrwHllsllItkIrI.tn"" --........................................ ~. FIEQ.ISTIWI,S .' ~.~ Id.t\ ,,,,,1,01 o Coroner DRESIOtEO~o.,:.~ ~e tember 16, 2002 lUEDCAUSEOFDERlt . Norris, Co~oner hore Rogd, Suite #1 burg, Pa. 17050 c< o 'e. . NAMEANDAClORES6OFI"ERSONWHO 1IIIm27)1'ypeorPrint Michael '" 6375 Bas ~ Ill. Mechanic DREAlEOC~.~"-l ". 1JIlt lID'm an~ Qlcstmncnt OF R. ALFRED GAISLER I, R. LFRED GAISLER, of Lower Mifflin Township, Cumberland Count, Pennsylvania, declare this to be my last Will, hereby revoking all prior wills and codicils. FIRST: The expenses of my last illness and fune al shall be paid from my estate. SECOND I hereby give and bequeath, absolutely and i fee simple, to my spouse, THERESA D.GAISLER, all my household furniture and furnishings, books, pictures, jewelry, silverw re, automobiles, wearing apparel and all other articles of hous hold or personal use or adornment, provided that if my spouse die before the thirtieth (30th) day following the day of my death, this gift shall lapse or be divested a,nd I make said bequest to y issue, per stirpes, living at the time of my death, to be div ded among them as they shall agree. If they cannot agree for any reason, my Executor shall make the decision and its decision shall be final. My Exe utor shall represent any minor child in any division of such property and shall deliver to the person standing in the lace of a parent to such minor, without bond. such portion of he minor's share as my Executor, after considering the inor's wishes, deems appropriate and shall sell the balance and ay the proceeds to my Trustees to be retained for the minor un er Item SIXTH hereof. Page I fI a.., f!A.-. , I rnI~~ Item is intended to give my estate the I effective under Ithe Internal Revenue Code to reduce Federal estate tax. An~ provisions in this will which conflict with or fail of this in~ention shall be so reconciled or amplified as to accomplish this IObjective. I The gift to marital my spouse in this deduction If my spouse, THERESA D. GAISLER, survives me, I direct that my Trustee:, hereinafter named, hold, IN TRUST, an amount free of all tax s equal to the maximum marital deduction allowable to my estate for Federal estate tax purposes, reduced by an amount, it! any, needed to increase my taxable estate to the largest amount that after allowing for the unified credit and any other credits available to my estate, will result in no Federal estate tax, and fay the net income therefrom not less frequently than quarterly tp my spouse for life. My spouse shall have power to appoint all or any part or parts of the principal of this Trust to herself or a class composed of the issue of myself and my spouse. This~power shall be exercisable by her alone and in all events by sp cific reference thereto in her Will, or by delivery at any ime or times during her lifetime of a written direction to my ~rustees who shall thereupon make payment as she , , directs. My tee shall pay to her personal representatives from any unappoi ted principal the difference between all taxes, interest and pen Ities which they must pay by reason of her death and those which ould be payable by them if such unappointed principal were npt taxable in her estate and shall add the balance of such fnappointed principal to my residuary Trust. Page 2 FOURT~: of my estate, r~al THIRTEENTH hereolf, I give and devise the residue and personal, to my Trustee named in Item IN TRUST, as follows: (a) T~e net income therefrom shall be paid to my , spouse, THERESA ~. GAISLER, for life. I (b) My spouse shall have the power to appoint to herself up to thF greater amount of five percent (5%) or $5,000 annually from thf principal of the residuary trust under this Item. This powek of appointment shall be noncumulative and may be exercised dUr~ng my spouse's lifetime only by her giving the I Trustee written ~irection other than by her will. , I I (c) upon the death of the survivor of my spouse and myself, I give ahd devise the residue of my estate, real and , personal, equally to my daughters, SHARON LYNN GAISLER and KATHLEEN GAISLER~ if such daughter survives me by thirty (30) days. If eitheri of my daughters predeceases me or does not survive me by th~rty (30) days, I give and devise her share of said property, Ir TRUST, to FARMERS TRUST COMPANY, Carlisle, Pennsylvania, Trrstee of the assets devised under Item FOURTH (d) hereof, as follows: I (d) T~e principal shall be divided into as many equal shares as there ~re children of my deceased daughter. Thereafter: I , (i) The net income from one share may, in the absolute I and sole discret~on of Trustee, be paid to or accumulated on I behalf of each of my living grandchildren until they attain the Page 3 ~~~ age of twenty-oqe (21) years, at which time the income shall be paid to each gr,ndChild for life, provided however, that each such grandchild Ishall have the right to withdraw one-third (1/3) I I of his or her s~are of the principal and accumulated income when he or she shall lattain the age of twenty-five (25) years, one-half (1/2) ~f his or her remaining share of the principal and accumulated inco~e when he or she shall attain the age of thirty (30) years, and the remaining balance of his or her share of the principal and aclcumulated income when he or she shall attain the age of thirtY-fi~e (35) years. The rights of withdrawal may be exercised from tiime to time in whole or in part and the said , rights of withdriawal shall be cumulative. (ii) !If any of my grandchildren should die before obtaining all the principal due then under the terms of any trust , hereunder, theiri share shall be added to the other shares held , for their siblin~s, or distributed outright to other siblings hereunder, as thb case may be. If there are no other siblings, I that deceased gr~ndchild's share shall pass as provided in subparagraph (ii~) hereunder. (iii) If either of my said daughters predeceases me without issue surviving, her share shall be paid to my other daughter, if liv~ng, otherwise to her issue, per stirpes, to be held in trust fo~ said issue as set forth in subparagraph (i) hereof. (iv) ~f no issue of my children survive the survivor of my said spous~ and myself, the remaining undistributed principal and ac~umulated income shall be divided into two equal , shares and one share shall be paid to my heirs who would be Page 4 (J(Q a entitled theretq under the Intestate Laws of pennsylvania in , effect at the d~ath of the survivor of myself and my spouse; and the other share Ishall be paid to my spouse's heirs who would be entitled theretd under the Intestate Laws of Pennsylvania in effect at the d~ath of the survivor of myself and my spouse as if my spouse had t~en died Intestate. FIFTH: Trustee may use principal of the trust under lItem THIRD hereof (Marital Deduction Trust) only for the benefit IOf my spouse. with the flOregoing exception my , Trustee may use rrincipal from the trust under Item FOURTH hereof (Residue Trust) lfor the benefit of my spouse and issue as that I Trustee deems ne~essary: (a) Tp meet the expense of any accident, illness or other emergency befalling any of them; college (b) Fpr maintenance, I and grad~ate school); support and education (including (c) Tp pay funeral expenses, including the cost of a grave marker andl perpetual care of the grave. Any pr~ncipal used for the benefit of my issue shall be charged as an ad~ancement from his or her family's share of the trust. Further, I any invasion on behalf of any issue cannot exceed the amounh that would be allocated to his or her family's i share of such trust. Page 5 ~a@ Notwi~hstanding the foregoing, the plOwer ta cansume, invade or appro~riate property far the benefit af my spouse and issue shall be ~imited by ascertainable standard relating to I health, educati9n, support or maintenance within the meaning of subparagraph (a)! of Section 2041(b) (1) af the Internal Revenue I Cade of 1954 lOr !any similar pravision which may be in effect at the time of my ~eath so that such power will nat constitute a general power af appointment. SIXTH:, I appaint my Trustee as Guardian to hold! far minars all praperty payable by law ta a guardian appoint~d by my Will and use the same for the minar's maintenance and ~ducation, either directly or by payment to any person selected to disburse it, whose receipt shall be a complete ! acquittance ther~for. All unexpended incame and principal shall be paid to the m~nor at majority. For purpases of this Will, , majarity shall b~ construed ta be when the individual attains the , age of twenty-on~ (21) years. intended power of or other SEVENT~: ta exeri::ise appaint~ent , dacumenl:s. Na pravisian of this Will is any plOwer af appointment, including any granted to me by my spause's estate planning EIGHTH: All taxes, interest and penalties thereop payable by reason af my death with respect to property campris~ng my gross estate, whether lOr not passing under this Will, shall! be paid from the principal of my residuary estate, provided!hawever, that funds of my Trust created herein may be used ta p~y taxes, interest and penalties attributed to such trust assett. Page 6 R a Q- NINTH~ No interest of any beneficiary under this will ,or any codicil hereto shall be sUbject to anticipation or ~oluntary or involuntary alienation, and the personal receip~ of such beneficiary shall be the sufficient and only discharge Of my Executor and Trustee unless otherwise provided herein. TENTH: In addition to powers given them by law, my iExecutor and Trustee and their successors and any guardian acting hereunder shall have the following discretionary powers applicab~e to all real and personal property held by them, effective withouit court order and until actual distribution: (a) Tp retain all property received by them including the stock of any corporate fiduciary acting hereunder, provided such property remains productive; (b) Tb invest in all forms of property without restriction to ipvestments authorized to fiduciaries, so long as such investments, are productive; (c) TO join in any incorporation, partnership, recapitalization, merger, reorganization or voting trust plan; to delegate authority with respect thereto; to deposit investments under agreements and pay assessments; and generally to exercise all rights of investors; (d) TO compromise controversies; Page 7 iF? a... c.. (e) ~o exchange or sell for cash, property or credit, publicly or privately, or to lease, even for a term exceeding five (5) years qr the duration of the trusts hereunder, without liability on the purchasers or lessees to see to application of the consideration, and to give options for these purposes without obligation to r~pudiate them in favor of a higher offer; (f) With respect to my residuary trust under Item FOURTH hereof, tb allocate items of receipt or disbursement between income and principal as they deem equitable regardless of the character given such items by law; (g) Tb apply income or principal to which any beneficiary is entitled directly for his or her maintenance and support should they deem such beneficiary incapable of receiving the same by reasbn of age, illness or any infirmity or incapacity, or to pay the same to such person as they select to disburse it, whose receipt shall be a complete acquittance therefor, without the intervention of any guardian; (h) Tp borrow money, including the right to borrow from any corpora~e fiduciary acting hereunder, and mortgage or pledge as security; (i) To hold investments in the name of a nominee; (j) Tp distribute in cash or kind or partly in each at valuations fixed! by them; Page 8 tR t1 r.;. (k) To assume continuance of the status of any beneficiary with reference to marriage, divorce, illness, incapacity or other change in the absence of information deemed reliable without liability for disbursements made on such assumption; (1) To elect to value my gross estate for Federal estate tax purposes as of the date of my death or as of the alternate valuation date as allowed for such purposes, and to claim as income .tax deductions expenses that would otherwise qualify as estate tax deductions and other elections allowable under law; (m) E~cept to the extent necessary in order that the trust under Item, THIRD hereof qualify for the marital deduction allowable under the Internal Revenue Code, it shall not be necessary to seg~egate investments as belonging to a particular trust or share therein and all interests may be held in undivided form in a single fund from which proportionate distributions are made based on current reappraisals; (n) To merge any similar trust established by my spouse where the terms of the same are identical; (0) To make income or principal distributions during the course of ad~inistration of my estate or trust created hereunder; (p) In the event that I am the beneficiary of a qualified terminal interest trust and the same is taxable in my Page 9 ~~a estate, I direct that my Executor shall seek reimbursement from said trust for all taxes due by my estate because of the inclusion of suCh trust in my estate, said computation of taxes due to be computed by taking taxes owed by my estate and such property includ~d therein as compared to the taxes my estate would owe in the event said property were not taxable in my estate; and (q) To undertake any and all acts deemed necessary and proper by it for the proper and advantageous management of any trust and the settlement of my estate. ELEVENTH: No fiduciary who is a beneficiary of my residuary trust created in Item FOURTH hereof shall participabe in the exercise of any discretionary power to use the principal thereof for the benefit of any person or to apportion or allocate items of charge or credit between principal and income of such trust. TWELFTH: Any person, other than my spouse, who shall have died within thirty (30) days of my death, shall be deemed to have predeceased me. If my spouse and I die simultaneously, or under such circumstances that the order of our deaths cannot be established by proof, my spouse shall be deemed to have survived me. Any person (other than myself) who shall have died at the same time as any then recipient of income or in a common disaster with such beneficiary, or under such circumstances that it is difficult or impossible to determine who died first, shall be deemed to have predeceased such beneficiary. Page 10 d<o..-G THIRT~ENTH: I appoint my spouse, THERESA D. GAIS~ER, as Executor of, and my spouse, THERESA D. GAISLER, and my idaughters, SHARON LYNN GAISLER and KATHLEEN GAISLER, as Tru~tees under this my will. In the event my said spouse cannot aqt or continue to act as Executor for any reason, I appoint my daughters, SHARON LYNN GAISLER and KATHLEEN GAISLER, or the survivor of them, to act in her place. In the event my spouse cannot act or continue to act as Trustee for any reason, my said daughter's, or the survivor of them, may act alone in that capacity. If tnere is any dispute among the Trustees, the decision of my sipouse, THERESA D. GAISLER, shall control. No fiduciary acting hereunder shall be required to post bond or enter security in any jurisdiction. IN WI~NESS WHEREOF, I have hereunto set my hand and seal this "l 0 day of C; Dprp;#1 Pli.fi ' 1913, to this and the precedin:g ten (10) pages, and I have also placed my initials on each preceding page for better identification and greater security. m, a1flru..l/ i (L('", O~A R. ALFRED GAI ER (SEAL) SIGNED, SEALED, PUBLISHED and DECLARED by the above-named Testator, R. ALFRED GAISLER, 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 hereunto subscribed our names as witnesses: /;jXl I f~ ~4 L?~~~ Residing at :roo APl!oN!J ,,{:<I: "h.,<,J i1.uAvh '"J, /1, 170{5- Residing at .1:i'".f #U_7'Ke~ ;!I-JlP /V<!",""V/,J..l.E /'~ 1'1'.2;;/ !- CER IFICATION OF NOTICE UNDER RULE 5.6 a Date of Death: Se I Admin. No. 2002-00860 i , I certifY that not ce of estate administration required by Rule 5.6(a) of the Orphans' Court Rules was serve on or mailed to the following beneficiaries ofthe abbve-captioned estate on October 2 2002: Will No. To the Register: Name Address Theresa D. Gaisler 32 North Corporation St., Newville, PA 17241 Sharon Lynn Gaisler 924 Tressler St., Boalsburg, PA 16827 Kathleen Gaisler 104 Appleton St., #4, Boston, MA 02116 Notice has now been . ven to all persons entitled thereto under Rule 5.6(a) except: None. Date: October 2 "'002 I I I I jJlr~ A~ Signature Peter J. Ressler. Esauire Name 3401 North Front Street Harrisburl!. PA 17110 Address (717) 232-5000 Telephone Capacity: _ Personal Representative ..1L- Counsel for Personal Representative COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG, PA 17128-0601 PENNSYLVANI ECEIVED FROM: INHERITANCE AND EST OFFICIAL RECEI RESSLER PETER J ESQUIRE POBOX 5950 HARRISBURG, PA 17110- 0950 __~d~ fold __n_n_n ESTATE INFORMATION: SSN: 142-26-8108 FILE NUMBER: 2102-( 860 DECEDENT NAME: GAISlE R, R ALFRED DATE OF PAYMENT: 12/1 2/ 2002 POSTMARK DATE: 00/00/( 000 COUNTY: CUMBE RlAND DATE OF DEATH: 09/13/ 2002 TOTAL AMOUN REMARKS: PETER J RESSLE R ESQUIRE CHECK#106 INITIALS: JA R SEAL RECEIVED BY: REGISTER OF WILLS REV-1162 EX(' '-96) A ATE TAX PT I NO. QD 001941 ACN ASSESSMENT CONTROL NUMBER AMOUNT 101 I ~40,000.OO I ! I I I ! I ! I : I i i I , , , I T PAID: ~40,000.00 DONNA M. OTTO , DEPUTY REGISTER OF WillS Register of Wills of Curr.~erl~md County, Pennsyl~ania INVENTORY Estate of Ronald Alire Gaisler ~ No. 21-02-0860 also known as R. Alfr d Gaisler Date of Death 9/13/~002 Deceased Social Security No. 142-26-8108 , Personal Representative(s) of th above Estate, deceased, verify that the items appearing in the following invenJory include all of the personal assets wherever situate nd all of the real estate in the Commonwealth of Pennsylvania of said Deced~nt, 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 Com onwealth of Pennsylvania except that which appears in a memorandum at the bnd of this inventory. I/We verify that the statements m de in this Inventory are true and correct. I/We understand that false statem~nts herein are made subject to the penalties of 18 Pa. C.S. Section 4904 relating to unsworn falsification to authorities. Name of Attorney: Peter J. Ressler Esquire 1.0. No.: Pa. Sup. Ct. 1.0. No. 06844 Address 3401 North Fron Street, Harrisburg, PA 17110-0905 Telephone: (717) 232-5000 D SCRIPTION 1. A one-hall interest in 05 Acres of Real Property held as a Tenancy in Common 10 ted on Hunters Road, Upper Frankford Township, Cumberland ounty, Pennsylvania with a tax parcel #43- 06-0033-003 2. F&M Savings Accou t #70-32072 3. RBC Dain Rauscher ccount #110141000041 4. Merrill Lynch - Big Sp ing School District Bond #872-45302 5. Scudder (Kemper) Hi h Yield Account #08-89481912-2 6. First Union / Wachovi Certificate of Deposit #247412081582992 7. Fulton Bank CD #0250170398 Personal Represe~tative: eresa D. Gaisler I . , U~~./A4_ iD ~",.~A./ Dated: 6/03/20q3 VALUE 120,000.00 114,632.00 110,455.00 95,788.00 14,773.00 100,694.00 75,396.00 103,700.00 8. Pennsylvania State B nk Account #21302021 (Attach Additional Sheets If Necess ry) NOTE: The Memorandum of real esta outside the Commonwealth of Pennsylvania may, at the election of the personal represe ative, include the value of each item, but such figures should ot be extended into the total of the Inventory. Value 9. Automobile - 1 48 Jeep Willy 1,500.00 500.00 10. Personal Effect aC - - -- <'r 3 ;' 0" c. .. c', $ ~ \ \D -'0 ~ ,. <0 N ,:0 *'~ ~",' ~ " AlIOunt R_itt~d MAKE CHECK PAYABLE AND R~MIT PAYMENT TO: REGISTER OF WILLS CUMBERLAND CO COURT :HOUSE CARLISLE, PA 17013 ~*i:~~*;~Efl!~~pl:.~~~-::ii3Y-N- -iCE!l~~~{*ii~~~~~~~~~~~\~~~A}~~~E~~~-l!.~~~-OjjA~-bR----------------- DI LLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX~r ESTATE OF GAISLER R A FILE NO. 21 02-0860 ACN 101 DATE 07-28-2003 \. /')- 9'0 - 6~ BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION DEPT. 280601 HARRISBURG, PA 17128-0601 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX r~;~' DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY ACN 07-28-2003 GAISLER 09-13-2002 21 02-08611 CUMBERLAND 101 PETER J RESSLER METTE ETAL 3401 N FRONT ST HBG 'OJ ilGO -4 P2CO PA ~i~'llD., ! I CHAIlllED RESERVATION CONCERNING FU URE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN ASED ON: ORIGINAL RETURN 1. Real Estate (Schedule AJ 2. Stocks and Bonds (Schild 1. B) 3. Closely Held stock/Part rshlp Interest (Schedule C) 4. Hortgages/Notes Receiva 1_ (Schedule DJ 5. Cash/Bank DepositsIMisc. Personal Property (Schedule E) 6. .Jointly Olmed Property ( hedul. FI 7. Transfers (Schedule G) 8. Total Assets III 121 131 I~I 151 161 171 120.000.00 221. 016.00 .00 .00 396.422.00 .00 141.308.00 181 28,889.31 : *' REV-1S47 EX.FP (n-In R A NOTE: To insure proper credit to your accountl subnit the upper portion of this for. with your tax paYlt8nt. 878,746.00 APPROVED DEDUCTIONS AND E EMPTIONS: 9. Funeral Expenses/A~. C sts/Hisc. Expenses (Schedule H) (9) 10. Oebts/Hortg"lle Liebilit s/Liens (Schedule II 1101 .0(101'. 11. Total Deductions 12. Net Value of Tax Ret rn (12 13. Ch.ritabl./80v.r~en al Bequests; Non-elected 9113 Trusts (Schedule ~) (13~ 14. N.t Value of Estate ject to Tax (14) NOTE: I~ an assess.ent as issued previOUSly, lines 14, 15 and/or 16, ~7, 18 and 19 will reflect ~igures t at include the total o~ ~ returns assessed tr date. ASSESSMENT OF TAX: J 15.""auntofLinel~et uselrete 1151 419,229.72 X O~ = .00 16. Aooount of Line l~ tax.. lit Lineal/Cless A rat. 1161 430,626.97 X 0 5 = 19,378.21 17. ""aunt of Line l~ .t Si ling rat. 1171 .00 X 1 = .00 18. Allount of Line 14 taxab at Collateral/Class B rate (8) .00 X 1 = .00 19. Principal Tax Due 9)= 191378.21 AMOUNT PAID 40,000.00 DATE 12-12-2002 NUMBER CD001941 INTEREST/PEN PAID (-I 968.91 TOTAL TAX CREDIT BALANCE OF TAX DUE INTEREST AND PEN. TOTAL DUE ?A.RAQ 31 849,856.69 .00 849,856.69 40,968.91 21,590.70CR .00 21,590.70CR . 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" ICRI, YDU HAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FOHN FOR INSTRUCTIONS.I ~-Yo~.s-' \:. BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION DEPT. 280601 HARRISBURG~ PA 17128-0601 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE INHERITANCE TAX STATEMENT OF ACCOUNT *' IfV-IU1EXAFPUl-I3J PETER J RESSLER METTE ETAL 3401 N FRONT ST HBG '03 L~i -2 DATE ESTATE OF DATE OF DEATH FILE NUMBER .~, COUNTY ACN 08-18-2003 GAISLER 09-13-2002: 21 02-08611 CUMBERLAND 101 AlIOUnt R_itt"d R A II' I.. PA 17P,0 MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER DF WILLS CUMBERLAND CD CDURT :HOUSE CARLISLE, PA 17013; NOTE: To insure proper cred t to your account, sub.it the upper portion of this for. 11th your t.x payment. ~*i:~~~;~E~-I!~~PI:.~~~-=ii3T--- --iij(W=-1~~R~~~~;~~V-~~Iff~~J~!!~FI!~~~~~f--~--------------------- ESTATE OF GAISLER A FILE NO.21 02-0860 ACN 101 THIS STATEMENT IS PROVIDED TO AD ISE OF THE CURRENT STATUS OF THE STATED ACN IN THE NAHED IS A SUMMARY OF THE PRINCIPAL TA DUE, APPLICATION OF ALL PAYMENTS, THE CURRENT BALANCE, A PROJECTED INTEREST FIGURE. DATE 08-18-2003 STATE. SHDIIN BELOW , IF APPLICABLE, DATE OF LAST ASSESSMENT 0 RECORD ADJUSTMENT, 07-28-2003 PR I NC I PAL T AX DUE, ............t-..... PAYMENTS (TAX CREDITS): i 19,378.21 PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID DATE NUMBER INTEREST/PEN PAID (-) I 12-12-2002 CDOO194 968.91 40,000.00 I 07-28-2003 REFUND ! .00 21,590.70- I I I I I I , TOTAL TAX CREDIT i I 19,378.21 BALANCE OF TAX DUE .00 INTEREST AND PEN. .00 REVERSE TOTAL DUE I .00 . IF PAID AFTER THIS DATE, SEE SIDE FOR CALCULATION OF ADDI IrIONAL INTEREST. i i I IF TOTAL DUE IS LESS THAN ." NO PAYMENT IS REQUIRED. IF TOTAL IlUE IS REFLECTED AS A "CREDIT" ICRI, YOU MAY BE DUE A REFUND. SE~ REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. I 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 INDIVIDUAL TAXES INHERITANCE TAX DIVISION DEPT. 280601 HARRISBURG# PA 17128-0601 '* REV-75i Ell AFP (ll-llZJ PETER J RESSLER METTE ETAL 3401 N FRONT ST HBG 02-02-2004 GAISLER 09-13-2002 21 02-0860 CUMBERLAN~ 202 R A A.aunt R...l ti.d " 17110 MAKE CHECK PAYABLE AND ~EMIT PAYMENT TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013' NOTE: To insure proper cred t to your account, subnit the upper portion of this for. with your tax payment. CUT ALONG THIS LINE RETAIN LOWER PORTION FOR YOUR FILES ... REy:736--EX--AFP-Tiii:.-02'---- iiii-i1oficE-iiF--IiETERMlNAi'ION-ANIi-AiisESS-tiEilY-----r--------------------- OF PENNSYL ANIA ESTATE TAX BASED ON FEDERAL CLOSING LETTeR .. ESTATE OF GAISLER R A FILE NO.21 02-0860 ESTATE TAX DETERMINATION ACN 202 I DATE 02-02-2004 1. Credit For State Deat Taxes as Verified .00 2. Pennsylvania Inherita ce Tax Assessed (Excluding Discount a d/or Interest) 18,409.30 3. Inheritance Tax Asses ed by Other States or Territories of the United States (Excluding Discount a d/or Interest) .00 4. Total Inheritance Tax Assessed -l 18.409.30 5. Pennsylvania Estate T x Due .00 6. Amount of Pennsylvani Estate Tax Previously Assessed Based on Federal Esta e Tax Return .00 7. Additional Pennsylvan a Estate Tax Due -l .00 TAX CREDITS: PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID I DATE NUMBER INTEREST/PEN PAID (-) i I I TOTAL TAX CREDIT I .00 I BALANCE OF TAX DUE , .00 I I INTEREST AND PEN. i .00 I TOTAL DUE , .00 _IF PAID AFTER THIS DATE, SEE ~EVERSE SIDE (IF TOTAL DUE IS LESS THAN $1, NO PAYHENT IS IREQUIRED FOR CALCULATION OF ADDITIONAL' INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT"' ICR1, YDU HAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FOHN FOR INSTRUCTIONS.I REVOCABLE LIVING TRUST OF R. ALFRED GAISLER I, R. ALFRED GAISLER, of the Borough of Newville, Cumberland County, Pennsylvania, ("Settlor"), hereby transfer to Farmers Trust Company (hereinafter called the "Trustee"), the property described in the attached Schedule, to be held, IN TRUST, upon the following terms: FIRST: Dispositive provisions for our Benefit. During my lifetime: A. All of the net income shall be paid to me at least quarterly or shall be paid or accumulated and added to principal, as I may direct in writing; B. As much of the principal as I may from time to time request in writing shall be paid to me or as I may otherwise direct; C. If, in the Trustee's opinion, I am at any time unable to act or to apply the payments to my own best interest and advantage, the Trustee may apply directly for my benefit as much of the income and/or principal as the Trustee may, from time to time, deem appropriate for my welfare, comfort, support or emergency needs, and may add to principal as much of the income as the Trustee deems advisable; and D. Trustee shall keep true and correct books of account, which books of account shall at all reasonable times be open to the inspection of me or my duly appointed representative. Trustee also shall render quarterly to me a detailed statement showing all receipts and disbursements on account of the Trust Estate and the manner and form in which the Trust Estate is invested at the time of the rendition of such statement. SECOND: Dispositive Provisions After Death. Upon my death, the Trustee shall pay the then remaining principal and income to the Executor or Administrator of my estate for distribution as part of my estate. THIRD: Riqht to Revoke and Amend. I reserve the right to revoke or amend this Trust, in whole or in part, at any time and from time to time by an instrument in writing, delivered to the Trustee and intended to take effect during my lifetime, except that the duties, powers and liabilities of the Trustee shall not be changed without its written consent. The Trustee reserves the right, at any time upon thirty (30) days advance written notice to Settlor, to resign the Trust and deliver the Trust Estate to me, after deducting therefrom its fees and any expenses then due and payable. FOURTH: of the Trustee, I principal of this Additions to Trust. Subject to the approval may add property, real and personal, to the Trust, by deed, Will or otherwise. FIFTH: Trustee's Powers. In addition to the powers granted by law, the Trustee shall have the following discretionary powers, applicable to principal and income, which shall be exercisable without leave of court and shall be effective until distribution is actually made: - 2 - A. To accept and retain any or all property, including stock or other securities of the Trustee or of a holding company controlling the Trustee; B. To invest in all forms of property (including, but not by way of limitation, real estate, all types of stocks, bonds, options, and participation in common trust funds and money market funds); without being confined to investments prescribed by statute and without being required to diversity; C. To buy investments at a premium or discount; D. To hold property unregistered or in the name of nominee; E. To give proxies, both ministerial and discretionary; F. To compromise claims; G. To join in any merger, consolidation, reorganization, voting trust plan, or other concerted action of security holders, and to delegate discretionary duties with respect thereto; H. To borrow from Farmers Trust Company or from others, and to pledge real or personal property as security therefor; to loan cash or securities upon - 3 - such terms and conditions as Trustee deems appropriate; I. To sell at public or private sale for cash or credit or partly for reach, to exchange, to improve, or to lease for any period of time, any real or personal property; and to give options for sales, exchanges, or leases; J. To allocate any property received or charge incurred to principal or income or partly to each, without being obliged to apply the usual rules of trust accounting; K. To distribute in cash or in kind or partly in each; L. To retain any part of or all of my business interest held in this Trust as long as the Trustee considers it advisable to do so; and to conduct, alone or with others, any such business in which I am engaged, with all the powers of an owner or with respect thereto, including the power to delegate discretionary duties to others and to pay adequate compensation to any such person; to invest other property in such business, and to incorporate it to change its form. SIXTH: Compensation. The Trustee shall be compensated in accordance with its standard schedule of charges in effect from time to time during the period of its services, - 4 - and this compensation shall be paid from principal or income or partly from each in the sole discretion of the Trustee. SEVENTH: Non-Assiqnment. The principal and income of this trust shall be free from anticipation, assignment, pledge or obligation of Settlor and shall not be subject to any execution or attachment or to voluntary or involuntary alienation. EIGHTH: Law Governinq Trust. This Trust is created and accepted in the Commonwealth of Pennsylvania and shall in all respects be governed by its laws and shall have its situs at Cumberland County, Pennsylvania. this IN WITNESS 70- WHEREOF, Settlor has hereunto set his hand day of :Lv.. nJ /I" _ _____ , 1994, and ,. this instrument and caused its corporate Trustee has executed seal to be affixed hereto. SETTLOR: t/hl -f- A ~,- Witne'ss -\\I"n'UIII'"' :,~,~~l~!;.:;;~%il\ ::;;~;'::;;::~mTES:.;" :'~:Ja:-;:; ""':'--"APR' 'J4,a;::,r:;" '''i\:;:':':I~~;t':!;::,~mf ~:;'l':,::;,;.. .ve-:U1t'lAi:? .xJjll u;C( --;.ef;,'tAs:s.t;'.''}(,;'$B c ret ary '-;!';'J,;"::;S;:};'};}i~f'??;':I:!f~:~'\:~;'~:';> R~' /J1iZ"J-iei!!'/J (SEAL) TRUSTEE: FARMERS TRUST COMPANY By:4~JGJL (ice) President 3870 1 JAN. 5, 2001 9: 16AM NO. 031 p, f- .. b ~ fo w",>- ... '" U N 80'" .,. l~ ..JO: zw<< ~ --x ,. w " '''' I'" r << 0 '" "- "'...J'" >-<<x <::>0 :r:.zu -zz >-<<- '" u I~ . 0", 0 0 '" w", 0 0 NO -..J 0 0 I '" ..J..... '" <<'" ..,- 0:'" Z<':> '" ::> I- 00 00 ~ '" '" '" '" 0 ,.; <> ~ ~ ~ X N N << r I- Q '" lL .. .. .. .. wo ",0 000 0 '" ~ N :;0- "'0 "'0 "'''' 00 0 ..J..J . . -0 U ..... <0 _0 ~O 0 "'. en '" >... ~o -0 '" 0 ., - >- N- N- N- O '" ..... 1-0: ,- '" ..,0 ... 0 "'.... 0 a:: ... $"- f- 0 _0 en ., .. ..J '" ,. '" ::t,'" ~ ~ V i! It.< 0: j .... .. ~ ! .... ~ en '" '" I~ '" ~ ::t 0 " .. ~ -'" ...N> ....U '""" ...,. ...- -0 0""..... '" 0:- I- <>f- "0'" '" '" O:Z" <oJ ... "'..... "",'" ..J 0 ...... '" a .. ~ 2:I-Q > f-- 0"'''' "'''' '" -"'''' ::> '" << "'''' W ",,,"" '" ..J :;0 "''' =l -"'''' "' << \:t f- '" >'" >- > '" e p '" "' , '" 00 ::> 9 C3 w,," 0 S ;; 00 0 0:'" 00 ...- ..J lL 000 0 ...J ...JO "''''... 0 == "'0 '" '" "'''' ::>W<J lL ~ .... << "- ell ..J"'- f- '" -~ .... I- 0:'" "'<'" " " .. ~ :: '" W >::.... 0 ~ N '" " '" ~..,L:. '" "- 0 '" .. ell '" f- ~ :: " '" "'z "''''''' '" w ...J::> o..o:z 15 ,. <1 '" ...J "'0 '" '" 0 '" -" 0 '" 5 ~ " I- 'Ow '" '" :;: 0 '-'''' '-' '" f- >- + + + + + + + 05/04/2003 09:58 71 77759585 BOYD % BARBARA WEARY PAGE 01 Kemper Service Company Transfer Agency Diwision .' , . ... FinanCIal I I INVESTORS FIDUCIARY TR CO TR IRA RIO R ALfRED OAlSLER 355 HUNTERS RD NEWVILLE PA 11241-9423 February 17, 1993 Dear Kemper Shareholder: Welcome to the Kemper Family! We want to thank you for your investment. In an effort to provide you with top quality service, we want to ensure that all information on your account IS 100% accurate. Please take a moment to review the following information. If there is a discrepancy, please call one of our service representatives at 1-800-621.1048 to assist you with al'lj'-queotieM. .-.. --.---' --_.---..- ..-- -_.....-- --.-.'- --.. . ... KEMPER ffiGH YIELD FUND Acwunl Number 08-89334077-3 Employee Rollover: $46,894.98 Tax ID or Social Security Number: 142-26-8108 Dealer: C J M PLANNING CORP Capital Gains: Reinve.t Representative: PETER DUIMSTRA Dividends: Reinvest Privile&e(s) established: o Excl1ange of funds from this account to another by phone. Fiduciary Account InfonnatlOll: Shareholder Birthdate: November 3, 1926 Benefieianr Infonnation: Primary: THERESA GAISLER Social Security: 191.26.6949 Secondary: Not provided Social Security: Not provided Birthdate: June 5, 1933 Relation: Spouse Birthdate: Not provided Relation: Not provided (Relation will be spouse or other.) Ag\,-in..~lcQroe.~J.he Kelllpt!:.f.'amilYQfFul'Ids .l'Id :p!elUll .call 1lS..a11,8.00:62l.:.lMB for any assistance you llI1ght need. Sincerely, WJJ~ William C. Fronk Executive Vice President THERE MAV BE ADDITIONAL INFORMATION ON THE REVERSE SIDE 11-Qo- .- ~ REV-1500 EX (6-00) OFFICIAl.. USE ONLY COMMONWEALTH OF PENNSYLVANIA DEPARlMENT OF REVENUE DEPT. 280601 HARRISBURG, PA 17128-0601 REV-1500 INHERITANCE TAX RETURN RESIDENT DECEDENT LE NUMBE 21 _ - 2..QQ2 -BHL COUNTY CODE YE.IlR NUMBER SOCIAL SECURITY NUMBER 142'26-8108 ms RETURN MUST BE FILED IN DUPLICATE WITH THE DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL) Gaisler, Ronald A DATE OF DEATH (MM-OO.YEAR) DATE OF BIRTH (MM-DD-YEAR) !Z w c w &l c REGISTER OF WillS SOCIAL SECURITY NUMBER 09/13/2002 11/03/1926 (IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL) Gaisler, Theresa D 00 1. Original Return D 4. Limited Estate 00 6. Decedent Died Testate (Attach copy of Will) D 9. Litigation Proceeds Received D 2. SupplemenlalRetum D 3. Remainder Return (dale ot death prior to 12"13-82) D 48. Future Interest Compromise (date of death after 12-12-82) [XJ 5. Federal Estate Tax Return Required [X] 7. Decedent Maintained a Living Trust (Attach copy of Trust) ~ a. Total Number of Safe Deposit Boxes D 10. Spousal Poverty Credit (date of death between 12.31.91 eOO 1.1.95) [Z] 11. Election to tax under See. 9113(A) (AltachSch0) w ... ",,:!en ,,0:"" wo." J:~ "o.m ~ THIS SECTION MUSTBE COMPLETED. ALL CORRESPONDENCE AND CONfiDENTIAL TAX INfORMATION SHOULD BE DlRECTED TO: NAME COMPLETE MAILING ADDRESS Peter J. Ressler FIRM NAME (If Applicable) Mette, Evans & Woodside TELEPHONE NUMBER ~ W Q Z ~ 8 3401 North Front Street HarriSburg, PA 17110.0950 :J(' - .;',," (717) 232-5000 :l' d j'" - 120.000.00 ,~ 221. 016.00" 0.00, 0.00 396.422.00:' 0.00 1. Real Estate (Schedule A) (1) ~FlClAL USE ONLY; ~ 2. Stocks and Bonds (Schedule B) (2) , 'D 3. Closely Held Corporation, Partnership or Sole-Proprietorship (3) v .p" d N 4. Mortgages & Notes Receivable (Schedule D) 5. Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E) (4) (5) z o ~ ::3 :::l t: c. c( () w a:: 6. Jointly Owned Property (Schedule F) (6) o Separate Billing Requested 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (7) (Schedule G or L) 141.308.00 878.746.00 8. Total Gross Assets (total lines 1-7) (8) 28,889.31 0.00 9. Funeral Expenses & Administrative Costs (Schedule H) (9) 10. Debts of Decedent, Mortgage Liabilities, & liens (Schedule I) (10) 28.B89.31 849.856.69 0.00 11. Total Deductions (total Lines 9 & 10) (11) 1 2. Net Value of Estate (Line 8 minus Une 11) 13. Charitable and Governmental Bequests/See 9113 Trusts for which an eleetion to tax has not been made (Schedule J) (12) (13) . 849,856.69 14. Net Value Subject to Tax (Line 12 minus line 13) SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES (14) 15. Amount of Line 14 taxable at the spousal tax 419.229.72 x.OO_(15) z rate, or transfers under See. 9116 (a)(1.2) 0 ~ 16. Amount of Line 14 taxable at lineal rate 430.626.97 x .045....-- (16) ... :0 0.00 0. 17. Amount-of Line 14 taxable at sibling rate x .12 (17) :IE 0 0.00 " 18. Amount of Une 14 taxable at collateral rate x .15 (18) :l 19. Tax Due ... (19) 0.00 19,378.21 0.00 0.00 19,378.21 20. IE] CHECK HERE IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT ,,> BE SURE TO ANSWER ilLL, QUESTIONS ON REVERSE SIDE AND RECHECK MATH < < 2W46451.000 Decedent's Comolete Address: STREET ADDRESS 32 North Cornoration Street CITY . I STATE I liP Newville PA 17241 -1104 Tax Payments and Credits: 1. Tax Due (Page 1 Line 19) 2. Credits/Payments A. Spousal Poverty Credit B. Prior Payments C. Discount (1) 19.378.21 0.00 40.000.00 968.91 Total Credits (A + B + C) (2) 40 96R.91 3. Interest/Penalty if applicable O. Interest E. Penalty 0.00 0.00 Total Interest/Penalty (0 + E) (3) 0.00 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) 21.590.70 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. (5B) PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS Yes [Xl D D D without receiving adequate consideration? D 3. Did decedent own an "in trust 1or" at payable upon death bank account or security at his or her death? 0 4. Diq decedent own an Individual Retirement Account, annuity, or other non-probate property which contains a beneficiary designation? [Z) 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. Under penalties 01 periury, I declare that I have QKamlned this. retum, includir\g accom?anyIDg schedules ana s\alemlll'lts., ana \0 the best 01 my knowledge and beliel, '11. '15 true, correct and complete. Declaration of preparer other than the personal representative is based on allIn/ormation of which preparer has any knowledge. S~N:_~R~O;Z;;:~E:OQ F:?Z:E;; ADDRESS 32 Norch CorporaC~on SCreeC Newville. FA 17241 SIGNATURE:FPrr,~R~lHA~P~:~"Vt ADDRESS:3 o{ ~"{font street"~ Box 5950 Harrisburg, PA 17110.0950 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 Hfe of either payments, benefits or care? 2. If death occurred after December 12, 1982, did decedent transfer property within one year of tieath No D [X] [X] [X] IX] IX] DATE &~tfA3 DA; G- (J_ (15 i']'U:}'iiPl~;i\p:;W:;;l:F;;;lL;ml;iFl5IT::Glli:mi;;ri.\'28L:lllin:n.m:JEK',1fL C::::;:5lGm:m.rru.:r,mm iUm~',JL\ mc\im;::J,SLUiL1C25Zi\;! j:.\L ><',i) YJIJ '" ,j;;:.i:.;g -Q;1::.i' -::t,:l'L5UtLiV;0r> 'fY:~:'="~';;" '<:'ie,y. for dates ot death on or alter July 1, 1994 and be10re January 1, 1995, the tax rate imposed on the net value ollransfers 10 or for the use of the surviving spouse is 3% 172 P.S. ~ 9916 (0) (1.1) (;)]. For dates of death on or atler January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the sulViving spouse is 0% [72 P.S. 9 9116 (a) (1.1) (Ii)] The statute does not exempt a transfer to a surviving spouse from tax, and the statutory requirements lor 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 01 transiers Irom a deceased child twenty-one years of age or younger at death to or lor the use of a natural parent, an adoptive parent, or a stepparent of the child is 0% [72 P.S. 9 9116(a)(1.2)]. The tax rate imposed on the net value of 'rans1ers to or forthe use of 1he decedent's lineal beneficiaries is 4.5%, except as noted in 72 P.S. 9 9116(1.2} [72 P.S. 99116(a)(1)]. The tax rate imposed on the net value of transfers to or for the use 01 the decedent's siblings is 12% (72 P.S. 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. 2W46461.000 REV_15Q2EX+(1_97l COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE A REAL ESTATE Gaisler, Ronald A FILE NUMBER 21-2002-0086 ESTATE OF All real property owned solely or as a tenant in common must be reported at fair market value. Fair market value is defined as the price at which property would be exchanged between a willing buyer and a willing seller, neither being compelled to buy or sell, both having reasonable knowledge of the relevant facts_ Real property which Is jointty-owned with right ot survivorship must be disclosed on Schedule F. ITEM DESCRIPTION NUMBER 1. A one-half interest in 105 Acres of Real property held as a tenancy in common located on Hunters Road, upper Frankford Township, Cumberland County, Pennsylvania with a tax parcel #43-06-0033-003 (see attached Cumberland County assessment appraisal) VALUE AT DATE OF DEATH 120,000.00 TOTAL (Also enter on line 1, Recapitulation) $ 1?n~nno .00 2W46952.000 (If more space is needed, insert additional sheets of the same size) REV-1503 EX + (1-97) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE B STOCKS & BONDS ESTATE OF Gaisler, Ronald A FILE NUMBER 21-2002-0086 All property jointly-owned with right of survivorship must be disclosed on Schedule F. ITEM NUMBER DESCRIPTION VALUE AT DATE OF DEATH 95,788.00 1. Merrill Lynch - Big Spring School District Bond 2 RBC Dain Rauscher Account #110141000041 110,455.00 3 Scudder (Kemper) High Yield Account #08-89481912-2 14,773.00 2W46963.000 TOTAL (Also enter on line 2, Recapitulation) $ (If more space is needed, insert additional sheets of the same size) 221 016.00 REV-1S08EX+ (1-97) COMMONW~L TH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY EST ATE OF Gaisler, Ronald A FILE NUMBER 21-2002-0086 Include the proceeds of litigation and the date the proceeds were received by the estate. All property jolntly-owned with the right of survivorship must be disclosed on Schedule F. ITEM NUMBER DESCRIPTION 1. First Union/Wachovia Certificate of Deposit #247412081582992 VALUE AT DATE OF DEATH 100,694.00 2 Fulton Bank CD # 025-0170398 75,396.00 3 Pennsylvania State Bank Account #21302021 103,700.00 4 F&M Savings Account #70-32072 114,632.00 5 Automobile - 1948 Jeep Willy 1,500.00 6 Personal Effects 500.00 2W46AD 2.000 TOTAL {Also enter on line 5 ReClmitulation\ $ (If mora space is needed, insert additional sheets of the same size) 396,422.00 REV-1510 EX+ (1-97) COMMQNVoJEAl TH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Gaisler. Ronald A SCHEDULE G INTER-VIVOS TRANSFERS & MISC. NON-PROBATE PROPERTY FILE NUMBER 21-2002-0086 This schedule must be completed and filed if the answer to any of questions 1 through 4 on the reverse side of the REV-1500 COVER SHEET is yes. DESCRIP1l0N OF PROPERTY %OF ITEM INCLUDE THE NAfo.E OF THE TRANSFEREE, THEIR RELATIONSHIP TO DATE OF DEATH DECO'S EXCLUSION TAXABLE VALUE NUMSEP DECEDENT MID THE ~JgnOfo~R~..[FfJ'T:rVACH A COpy OF THE VALUE OF ASSET INTEREST IF APPUCABLE' 1. M&T Investment Group 72,176.00 100.00 0.00 72,176.00 Revocable Trust Account #41-3019-60-5 2 Scudder (Kemper) IRA 69,132_00 100.00 0.00 69,132.00 #87-89334077-3-69132. The designated beneficiary of this IRA is Theresa D. Gaisler. TOTAL (Also enter on tine 7, Recapitulation) $ 308.00 141 2W46AF2.000 (If more space is needed, insert addltlonat sheets 01 same size.) REV-1511 EX+(1-97) COMWNlNEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Gais1er. Ronald A SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS FILE NUMBER 21-2002-0086D Debts of decedent must be rennrted on Schedule I. ITEM NUMBER DESCRIPTION AMOUNT A. FUNERAL EXPENSES: 1. Egger Funeral Home 961. 00 2 Funeral Service 1,155.00 3 Zion Lutheran Church 1,000.00 4 Flowers 55.00 B. ADMINISTRATIVE COSTS: 1. Personal Representative's Commissions 0.00 Name of Personal Representative(s) Social Security Number(s) I EIN Number of Personal Representative(s) Street Address City State lip Year(s) Commission Paid: 2. Attorney Fees Name: Mette, Evans .. Woodside 25,000.00 3. Family Exemption: (If decedent's address is not the same as claimant's, attach e><J)lanation) 0.00 Claimant Street Address City State Zip Relationship of Claimant to Decedent 4. Probate Fees 428.00 5. Accountant's Fees 0.00 6. Tax Return Preparer's Fees 0.00 7. Misc. administrative expenses 15.00 8 Legal Advertising Fees 175.31 9 Anticipated misc. administrative expenses 100.00 TOTAL (Also enter on line 9, Recapitulation) $ 28,889.31 2W46AG 2.000 (If more space is needed, insert additional sheets of same size) REV-1513 EX+ (g-OO) SCHEDULE J BENEFICIARIES COMM:)NWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT EST ATE OF FILE NUMBER r!~' ~, ~ ~__o, -" . ~, _~nM_ ., RELATIONSHIP TO DECEDENT AMOUNT OR SHARE NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY 00 Not List Trustee(s) OF ESTATE I. TAXABLE DISTRIBUTIONS [include Olltright spousal distributions, and transfers under Sec. 9116 (al (1.2)] 1. Gaisler, Theresa D Spouse 419,229.72 32 North Corporation street Newville, PA 17241-1104 2 Gaisler Trust Testamentary Trust 430,626.97 ENTER DOLlAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18, AS APPROPRIATE, ON REV-1500 COVER SHEET 11- NON-TAXABUE DISTRIBUTIONS: A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE 1. B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS 1. TOTAL OF PART 11_ ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET $ 0.00 2W46A11.000 (II more space IS needed, Insert additional sheets of the same size) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RElURN RESIDENT DECEDENT ESTATE OF Gaisler, Ronald A SCHEDULE K LIFE ESTATE, ANNUITY & TERM CERTAIN Check Box 4 on Rev-1500 Cover Sheet REV-1514 EX+ (1-97) FILE NUMBER 21-2002-0086D This schedule is to be used for all single lite, joint or successive lite estate and term certain calculations. For dates at death prior 10 5-1-89, actuarial factors for single life calculations can be obtained from the Department of Revenue, Specialty Tax Unit. Acluarial lactors can be lound in IRS Publication 1457, Actuariai Values, Alpha Votume for dates of death on or after 5-1-89_ Indicate the type of instrument which created the future interest below and attach a copy to the tax return. [gJ Will D Inlervlvos Deed of Trust D Other LIFE ESTATE INTEREST CALCULATION NEAREST AGE AT DATE OF BIRTH DATE OF DEATH NAME(S) OF LIFE TENANT S TERM OF YEARS LIFE ESTATE IS PAYABLE Gais1er Theresa D 6 05 1933 69 Term of Years Term of Years Term at Years 1. Value of fund from which life estate is payable 2. Actuarial factor per app~late table Interesltablerate- U 31/2% D 6% D 10% [Z] Variable Rate 4.60% 3. Value of life estate (Line 1 multiplied by Line 2) Term 01 Years 778.724.69 0.45 $ 348,097.72 NAME(S) OF ANNUIT ANT S ANNUITY INTEREST CALCULATION NEAREST AGE AT DATE OF BIRTH DATE OF DEATH TERM OF YEARS ANNUITY IS PAYABLE 1. Value 01 lund Irom which annuity is payabie $ 2. Check appropriate block below and enter corresponding (number) Frequency of payout - D Weekly (52) Cl Bi-weekly (2U Monthly (12) D Quarterly (4) D Semi-annually (2) D Annuaily (1) OOther ( ) 3. Amount of payout per period $ 4. Aggregate annual payment, Line 2 muitiplied by Line 3 5. Annuity Factor (see instructions) Interest table rate D 3 1/2% D 6% 0 10% 0 Variable Rale % 6. Adjustment Factor (see instructions) 7. Value of annuity. It using 31/2%, 6%, 10Q/o, or it variable rate and period payout is at end at period, caicuiation is: Line 4 x Line 5 x Line 6 $ If using variable rate and period payout IS at beginning of period, calculation is: (Line 4 x Line 5 x Line 6) + Line 3 $ Term of Years Term of Years Term of Years Term of Years NOTE: The values of the funds which create the above future interests must be reported as part of the estate assets on Schedules A through G of thIS tax return. The resulting life or annuity interest(s) should be reported at the appropriate tax rate on Lines 13, 15, 16 and 17. (If more space is needed, insert additional sheets of the same size) 2W46AJ1.000 REV-1649 EX+ (1-97} COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER Gaisler. Ronald A 2l-2002-0086D Do not complete this schedule unless the estate is making the election to tax assets under Section 9113(A) of the Inheritance & Estate Tax Act. If the election applies to more than one trust or similar arrangement, a separate form must be filed for each trust This ejection applies to the Gai sler Trus t Trust (marital, residual, A, B, By-pass, Unified Credit, etc.) If a trust or similar arrangement meets the requirements of Section 9113(A), and: a. The trust or similar arrangement is Jisted in Schedule 0, and b. The value of the trust or similar arrangement is entered in whole l)( in part as an asset on Schedule 0, then the transferor's personal representative may specifically identify the trust (all Of a fractional portion or percentage) to be included in the election to have such trust or similar property treated as a taxable transfer in this estate. If less than the entire value of the trust or similar property is included as a taxable transfer on Schedule 0, the personal representative shall be considered to have made the election only as to a fraction of the trust or similar arrangement. The numerator of this fraction is equal to the amount of the trust or similar arranaement included as a taxable asset on Scheduie O. The denominatl)( is eaual to the total value of the trust or similar arranaement. PART A: Enter the description and value of all interests, both taxable and non-taxable, regardless of location, which pass to the dece<lent's survivina snouse under a Section 91131A) trust or similar arranoement. DESCRIPTION VAlUE 1 Gaisler Trust 778,724.69 1 Gaisler Trust 778,724.69 election to tax is beina made. VALUE 778,724.69 Part A Tolal $ PART B: Enter the descrintion and value of all interests included in Part A for which the Section 9113 A DESCRIPTION Part B Total ~ (If more space is needed, insert additional sheets of the same size) 778,724.69 2W46E21.000 ,,' .1 / ~1) 'f THIS DEED .- r'," ,...,_.... ',' U j I '-.~ i!1 '-- j j; 2 Made the ? ~/"- day of ,A k"'-'-v '-f 1974 BETWEEN HARRY C. BARRICK and IL."VENNA C. Ba.?.ICK, husband and wi fe, 0 f Upper Frankford Township, Cumberland County, Pennsylvania herein designated as the Grantor(s), JiN]) R. AlFRED GAISLER and THERESA D. GAIS~ER, of the Borough of Ne'~ville, Cumberland County, Pennsylvania, AS TENANTS IN Cot-n'lON, herein designated as the Gran/ee(s); WITNESSETH, that the Grantors, for and in consideration of -------ONE ($1.00) DOLLA.'.n----- ------n-----la"ful money of the United Slates of America, to the Grantors in hand well and truly paid by the Grantees, at or before the sealing and delivery of these presents, the receipt whereof is hereby acknowledged and the Grantors being therewith fully satisfied. do by these presents grant, bargain, sell and convey l<1Ito the Grantees forever, fiLL THJiT CERTJiIN tract or parcel of land and premises, situate, lying and being in the Township of Upper Frankford in the County of Cumberland and Commonwealth of Pennsylvania, more particularly described as follows: BEGINNING at a black oak, a corner of land now or formerly of Robert M. Gross and land now or formerly of Howard Miller; thence by land now or formerly of Howa=d Miller in a Northerly direction, 1495 feet, more or less, to a wild cherry; thence by land now or formerly of william Hoover in an Easterly direction, 1554 feet, more or less. to a corner; thence by land now or formerly of Charles Saulsburry, still in an Easterly direction, 1346 feet. more or less, to a post; thence by land now or formerly of Elliott Miller, 877 feet, more or less, to a corner; thence continuing by land now or formerly of Elliott Miller, in a Southerly direction, 1500 feet, more or less, to a white oak at land now or formerly of Homer Armold; thence by said land now or formerly of Horner Armold and a Road, in a Southerly direction, 441 feet to a corner of land now or formerly of Robert M. Gross; the~ce by said land in a Westerly direction, 868 feet, more or less, to a corner; thence continuing by said land, in a Southerly direction 960 feet, more or less, to a corner; thence continuing by said land, in a Westerly direction, 747 feet, more or less, to the place of BEGINNING. CONTAINING 105 acres, more or less. BEING part of the same premises which Harry C. Barrick, Jr. and Revenna C. Barrick, his wife, by their deed dated March 12, 1973 and recorded March 13, 1973 in the Office of the Recorder of Deeds in ~~d for Cumberland'County, PennsylvaLia in Deed Book B-25, Page 24, granted and conveyed unto Harry C. Barrick, Jr., Grantor herein. BOOl 101 PI,GF:to96 TOGETHER with all and singular the buildings, improvements, ways, woods, waters, watercourses, nOghts, libenies, privileges, hereditaments and appurtenances to the same belonging or in anywise appenaining; and the reversion and reversions, remainder and remainders, rents, issues and profits thereof, and of every pan and parcel thereof; AND also all the estate, right, title, interest, use, possession, propeny, claim and demand wlultsoever of the Grantors both in law and in equity, of, in and to the premises herein described and every pan and parcel thereof with the appunenances, TO HA VE AND TO HOLD all and singular the premises herein described together with the hereditaments and appunenances unto the Grantees and to Grantees' proper use and benefit forever, AND the Grantors covenant that, except as may be herein set fonh, they do and will FOREVER SPECIALLY WARRANT AND DEFEND the lands and premises, hereditaments and appunenances hereby conveyed. against the Grantors. In all references herein to any panies. persons. entities or corporations. the use of any panicuLar gender or the plural or singular number is intended to include the appropriate gender or number as the text of the within instrrlment may require, Wherever in this instrrlment any parry shall be designated or referred to by name or general reference, such designation is intended to and shall have the same effect as if the words "heirs, execwors, administrators, personator legal representatives, successors and assigns" had been inserted after each and every such designation, IN WITNESS 'WHEREOF, the Grantors have hereLtnto set their hands and seals, or if a corporation, it has caused these presents to be signed by its proper corporate officers and its corporate seal to be affixed hereto, the day and year first above written. SIGNED, SEALED and DELIVERED in the presence of or ATTESTED by r ( h~-,-? L-, I-U~ ' , 1 ~~ e ~C~~ Harry ,Barrick F) / '-1:) i ,y: /11 ~)1 C, Revenna C. Barrick ) i !;;JcUlj''-~{'- -,-.('n ".C'J ,"~ " [~ ~.; . . :'I> ~~;: - >r:'i :.~ ~4' 0:-' .-0'':'... rTl ,r, ..., ,,", ;'!"., :C' ~OL HG'i097 il ,] COi'"UvlONWEALTH OF PENNSYL VANL4, COUNTY OF (~r/'Lj.,..:.~s, BE IT REMEMBERED, that on {d, 71'1 appeared HAR."\Y C, BARRICK and REVENNA C, B.'\.."(.'UCK, known to me (or satisfactorily proven) to be the persons whose names are subscribed to within deed and acknowledged that they executed the same for the purpose therein contained. WITNESS my hand and seal the day My Commission Expires: NGtarla\ Seal ;\i:,:~ ~.'. Peel, Nnlaiy Plltllic ~:~;;i\3:;:-r;~~h. Curr.ber~2.nd County ;'" ~~~::'e~ ~,I;::'H'i,~er 7. 1994 '0 . '0 . C~ cO:: <dU ro'" -' H 0:C!1 ~o: UO:aJ ",H ~ H";u-< -' .,; aJ O:>'l" ('f.104-1 0: ' a H .,; ." ..:t: .'~ ~ alU", h CJCl3 Q . .c:t:....., Cl.,;'" u~.c Wen '..-j O:"'.c ~(::] ",0: "'> -,,,, 0:'" .,;:r: ";0: E-< :r: '" -",:~,,~:";',rll'1l2 1 ';',-,:"'~';C~'-:8 S 55 '. -,-: .!L!':~" 1sr thp. rGcording of C;>:: , ' . '- "n (~(Juntl' p,a v ,r-r,1 _ p..";,",, C'!/~ J'-' __'Y.;:jC - '.. ~: '.", 'j' of office!:'of " /0 ", :;: , /~~day ~ ,I:' ,"") ..,/// .-2'-G (/.7' -;- _', .< "", ""';H " .', ;-G/ I ~~:~:;;~:~0:~;i:~i~i~1it~t':~'." ~ ',;r~:!j',:.> \;'J'.:~:;\;}i'k,,,!,:,,:' :.,;:- /f'c. .,".:,; '~'i-j"r,.",~,c,~~,t'~?,I;\X\~~' ~~~. 1:~: '.; '..,:;';, :1.,,( ;-?;.,,~.. ,\"~ ~;'l~\"c,:'1 ~,:::,,'::I',: , .4:'ii";'.I~t~ffl~"'" :);E!~t~: lei "/]]5_1 ~ \J'. C\ ...., ~ r~ ~ "'= "" -. <::: Q I, , 1 E~EL . 19Ci'! before me the subscriber personal/v (SEAL) ;:; ~ .~ 1- .... ~ -- ::;.. ::: l~ ~ t::~~- ~ '- ;:::-. ~ ;: ";;;; - - ~ ~ ~ i:: " "c.: - " t:" ~.~ ~ ~ '- e... __ ..., ~ ~ - J... J..._~ ~ ;::;.. ~ ~ ::: ~ - ..., ~ -.:: ;; ~ ':U - ~_.!:: - I:::: ...:::: h ~ ~ ~ $ ~~ ~ .., .... ::: .... cr_ ~ ~ C~ ~:.r.~ __V:; '" ~ i:: Lr, u--:-..~ ;i-.::=::: - '- ' ........ - ~ ~~:.; .- ~<::: ~;! f-, , ~ .... "" <::: Or '" "T <::: -<::: -'" "'''' - v;. ~ ::: r--l ~~ '-- "'" '" ~ ~ '- i:: ~ - and year aforesaid, ;1 /7' {J/1 n""-~'::~;j:,~,:, '~>'" II (flIu 1//, r~':\';j;j,.gfjJi~,;- " ii NOTARY PUBUC """"',:,.."" "":\<"":'.~ ,Ii 'i;'I,,~.,.J, il ....,:>t r. I ~ \ ,:;'"!'I . ';~ ~~\~~. : I ",,~-;:lit~li '~l.\_;;:;~{.l . '::;:l.~~$;.'~j:'''!l II "I '- ::t- ~ " <::::::2 I ~ II (,: 'I - :1 ""- ~' I! ~(lIJ( lOj. PI/,tOS::] Form View - public tax file 5-1-03.fp5 Form View public tax file 5-1-03.fp5 Search Table View Viewing: 84 of 87 , Previous DlstrlcLNumber 43 ParceUdentlfler 43-06-0033-003 Map_5uff'1l~umber House~umber Dlrectlon St,oe' HUNTERS ROAD Owne,_N.me_' GAISLER, R ALFRED & THERESA D Owner_Name~2 LancCUse_Code V Property-Description T -414 Llvln9...-Area CurrenLLand_Value 125570 CurrenUmprovemenLValue 0 CurrenLTotaLValue 17120 CurrenLPreferre<:CValue 17120 Acreage 105.00 CleanGreen_Slatus Y Taxable_oCExempt 1 Sa/e--.Amount 240000 Sale_Month 02 Sale_Day 24 Sale_Century 19 Sale_Year 94 Deed_Book_and_Page 00101-01096 Year_Built Home !!!.!P.. Next Page I of I http://205.24 7.227.59:591/FMRes/FMPro?-db=public%20tax%20file%205-1-03.fp5&-op... OS/21/2003 Schedule J Beneficiaries Beneficiary Assets Received I. Theresa D. Gaisler a. Automobile - 1948 Jeep Willy b. Personal Effects c. Skudder (Kemper) IRA #87-89334077-3 d. Life Estate in Gaisler Trust Value 1,500.00 500.00 69,132.00 348,097.72 419,229.72 2. Gaisler Trust Remainder interest in Gaisler Trust 430,626.97 :328013_1 Annuity, Life Estate, and Remainder Factors Transfer Date: 117520 Rate: Calculation Type: Pri ncipal: Lives: Ages: 9/2002 4.60% Life $778,725 1 69 Factor: Remainder: Life Estate 0.44701 $348,097.72 Remainder 0.55299 $430,626.97 Life Estate and Remainder _ _ _ L _ _ _ _ _ _ _ _ _ _ _ 1 $750,00 - - - -- , $650.00 , , - - - - - - - - - - - - - - - - - - - -- $600,000- $550,000 $500,00 , - -.. - - - - - - - - - - -- $400.00 $350,00 $300,00 $250.000 $200,000- $150,000 $100,000- $50,000- $0 Principal Life Estate Remainder 6/5/2003 METTE, EVANS & WOODSIDE ATTORNEYS AT LAw HARRISBURG. PENNSYLVANIA 17110.0950 1.Uast _ill cma Q[esfamenf OF R. ALFRED GAISLER I, R. ALFRED GAISLER, of Lower Mifflin Township, Cumberland County, Pennsylvania, declare this to be my last will, hereby revoking all prior wills and codicils. c~,_".,~""..",,,,.,,.,, FIRS::C~~_,,,.,~__,.... ",.-c, The,expenseso.L,my las illnefis and funeral,shall,oDe' pa.iofrom my esta.te. SECOND: I hereby give and bequeath, absolutely and in fee simple, to my spouse, THERESA D. GAISLER, all my household furniture and furnishings, books, pictures, jewelry~ silverware, automobiles, wearing apparel and all other articles of household or personal use or adornment, provided that if my ;pouse dies before the thirtieth (30th) day fOllowing the day of my death, this gift shall lapse or be divested and I make said bequest to my issue, per stirpes, living at the time of my death, to be divided among them as they shall agree. If they cannot agree for any reason, my Executor shall make the decision and its decision shall be final. My Executor shall represent any minor child in any division of cuctr'p'=pertyand shall deliv-gr to thepersor> """',.c"'''''', standing in the place of a parent to such minor, without bond, such portion of the minor's share as my Executor, after considering the minor's wishes, deems appropriate and shall sell the balance and pay the proceeds to my Trustees to be retained for the minor under Item SIXTH hereof. Page 1 01 C0 f:t- THIRD: The gift to my spouse in this Item is intended to give my estate the marital deduction effective under the Internal Revenue Code to reduce Federal estate tax. Any provisions in this will which conflict with or fail of this intention shall be so reconciled or amplified as to accomplish this objective. If my spouse, THERESA D. GAISLER, survives me, I direct that my Trustees, hereinafter named, hold, IN TRUST,an amount """."',~". "'<,,',., .f.r.ee".Gl'B"'.a.l~"".,t.a.xes"".e.q.ual."t.o...the_ maximum~mari.taJ... deduc t i on ---.." ... -'. -.. -~...--... ... .... " . ,."",-,',' "-"',-.,.. "--""'~';"(_"":",,,:~,-~,""",",,,-.,I'.:,....:,;/::..:l;..;-.;;>,gT.iiJ"';, "',;iI:.'ih~:'""!i"",...,."I",,,'h.''' allowable to my estate for Federal estate tax purposes, reduced by an amount, if any, needed to increase my taxable estate to the largest amount that after allowing for the unified credit and any other credits available to my estate, will result in no Federal estate tax, and pay the net income therefrom not less frequently than q1rrterlY to my spouse for life. My spouse shall have power to appoint all or any part or parts of the principal of this , Trust to herself or a class composed of the issue of myself and my spouse. This power shall be exercisable by her alone and in all events by specific reference thereto in her will, or by delivery at any time or times during her lifetime of a written direction to my Trustees who shall thereupon make payment as she directs. My Trustee shall pay to her personal representatives from any unappointedprincipa} the diAi,f.erence between. alLta~es, interest and penalties which they must pay by reason of her death and those which would be payable by them if such unappointed principal were not taxable in her estate and shall add the balance of such unappointed principal to my residuary Trust. Page 2 FOURTH: I give and devise the residue of my estate, real and personal, to my Trustee named in Item THIRTEENTH hereof, IN TRUST, as follows: (a) The net income therefrom shall be paid to my spouse, THERESA D. GAISLER, for life. 'Cv'T...-::i,-",~~,~'.""', """ (b) My spouse shall have the power to appoint to herself up to the greater amount of five percent (5%) or $5,000 a nnu al-lyf rorn=tche'~p.r,inG-i-paL..o,f.,..t,he., r e:; idu a ry,.,J: ru S.t"MRgg,;r;",t ~~":;'f,"",, Item. This power of appointment shall be noncumulative and may be exercised during my spouse's lifetime only by her giving the Trustee written direction other than by her will. ",~,,;:.,!'-f"'-:".',":~~-' ......@,.,r:l..','j,'., (c) Upon the death of the survivor of my spouse and myselfi r give and devise the residue of my estate, real and personal, equally to my daughters, SHARON LYNN GAISLER and , KATHLEEN GAISLER, if such daughter survives me by thirty (30) days. If either of my daughters predeceases me or does not survive me by thirty (30) days, I give and devise her share of said property, IN TRUST, to FARMERS TRUST COMPANY, Carlisle, Pennsylvania, Trustee of the assets devised under Item FOURTH (d) hereof, as follows: (d) The principal shall be divided into as many equal . chii,res as, ther.e'.are chi Idren of. my deceased ,daughter, ..The.raa-iter: (i) The net income from one share may, in the absolute and sole discretion of Trustee, be paid to or accumulated on behalf of each of my living grandchildren until they attain the Page 3 1!i4.G- age of twenty-one (21) years, at which time the income shall be paid to each grandchild for life, provided however, that each such grandchild shall have the right to withdraw one-third (1/3) of his or her share of the principal and accumulated income when he or she shall attain the age of twenty-five (25) years, one-half (1/2) of his or her remaining share of the principal and accumulated income when he or she shall attain the age of thirty (30) years, and the remaining balance of his or her share of the principal and accumulated income when he or she shall attain the f th' t f' ~as,;) Th' ht f 'thd 1 ):) ..,c_.,~,,,,,.~,....,,'.. '__.. .. ..;.... " ,.. .' '.', "" ..",.." "" ", .. .. ,,_,~, .' . ._.., .."" ..- ~',""'-"'"" ' ...,.....; ", ,_ _ "...._" .-...w .. '.." .." .." .d', _,',.., "'.... _" ....._.-.. ,~.". ,",.,c.._.age..,o .....J..I: y... .J-yce._,., __y..aa~'s....e..r,;!;g . s.. o. ",;!;" c' kj'lwa, ,.m.ay.,e"".",~,, .. .exercised from time to time .in ,whole o_r_5.n part and thesai'd rights of withdrawal shall be cumulative. ";';,i~"\f-"'"",_.,;:.; (ii) If any of my grandchildren should die before obtaining all the principal due then under the terms of any trust hereundi(, their share shall be added to the other shares held for their siblings, or distributed outright to other siblings ~ hereunder, as the case may be. If there are no other siblings, that deceased grandchild's share shall pass as provided in subparagraph (iii) hereunder. (iii) If either of my said daughters predeceases me without issue surviving, her share shall be paid to my other daughter, if living, otherwise to her issue, per stirpes, to be held in trust for said issue as set forth in subparagraph (i) hereof. c,.-'" (iv) If no issue of my children survive the survivor of my said spouse and myself, the remaining undistributed principal and accumulated income shall be divided into two equal shares and one share shall be paid to my heirs who would be Page 4 (R Q (). entitled thereto under the Intestate Laws of Pennsylvania in effect at the death of the survivor of myself and my spouse; and the other share shall be paid to my spouse's heirs who would be entitled thereto under the Intestate Laws of Pennsylvania in effect at the death of the survivor of myself and my spouse as if my spouse had then died Intestate. FIFTH: Trustee may use principal of the trust under Item THIRD hereof (Marital Deduction Trust) only , .e'>t'O,r" ,the:""be,!letit,,,o!i,,,,my-,,,,.s.p@use,,,.,.,W!i:.th?'bhe,,,focr eg oi ng. ,'excep,ti.on"'lll}':\ e,,,,,",," Trustee may.use principa1 from the trust under Item FOURTH hereof (Residue Trust) for the benefit of my spouse and issue as that Trustee deems necessary: (a) To meet the expense of any accident, illness or other e~rgency befalling any of them; - (b) For maintenance, support and education (including college and graduate school); (c) To pay funeral expenses, including the cost of a grave marker and perpetual care of the grave. Any principal used for the benefit of my issue shall be charged as an advancement from his or her family's share of the trust. FurtheJ:, "any' invasion on' behalf of "any issue cannot,,, ~.,- exceed the amount that would be allocated to his or her family's share of such trust. Page 5 rP.a.(3. Notwithstanding the foregoing, the power to consume, invade or appropriate property for the benefit of my spouse and issue shall be limited by ascertainable standard relating to health, education, support or maintenance within the meaning of subparagraph (a) of Section 2041(b)(1) of the Internal Revenue Code of 1954 or any similar provision which may be in effect at the time of my death so that such power will not constitute a general power of appointment. '''''''''' SI'lCTH':'-~""''''''''''=-=;'""=-~",,,,,~,,,~,"=,,- I." oil PPo'i:n b",my -Trus.tee as -." ,"mt1"',''''''- ";C""",". Guardiim to holdfor minors all property payable by law \:0 a guardian appointed by my Will and use the same for the minor's maintenance and education, either directly or by payment to any person selected to disburse it, whose receipt shall be a complete acquittance therefor. All unexpended income and principal shall be paid $0 the minor at majority. For purposes of this Will, majority shall be construed to be when the individual attains the ~ age of twenty-one (21) years. SEVENTH: intended to exercise power of appointment or other documents. No provision of this Will is any power of appointment, including any granted to me by my spouse's estate planning EIGHTH: All taxes, interest and pendltiesthereon payable by reason of illY a"ath with respect to property comprising my gross estate, whether or not passing under this Will, shall be paid from the principal of my residuary estate, provided however, that funds of my Trust created herein may be used to pay taxes, interest and penalties attributed to such trust assets. Page 6 R tJ. G- NINTH: No. interest af any beneficiary under this Will ar any cadicil hereto. shall be subject to. anticipatian ar valuntary ar invaluntary alienatian, and the persanal receipt af such beneficiary shall be the sufficient and only discharge af my Executar and Trustee unless atherwise pravided herein. TENTH: In additian to. pawers given them by law, my Executar and Trustee and their successars and any -''';0'''):,-- ."" "'''9uar di an.act.ing' heTeunder_shalJ...ha:v.e.,,,the . fo.lIPwing"dj." ,1:l..SF_~t.i 9.J:l~IX...,' . -,', ...,...."....-...... pawers applicable to. all real and persanal prgperty held by. them.. effective withaut caurt arder and until actual distributian: ~<',-4_~i,~~2;,<:,~~~,:~_iij (a) To. retain all praperty received by them including the stack af any carparate fiduciary acting hereunder, pravided such pr~erty remains praductive; , (b) To. invest in all farms af praperty withaut restrictio.n to. investments autho.rized to. fiduciaries, sa lang as such investments are praductive; (c) To. jain in any incarpo.ratio.n, partnership, recapitalizatian, merger, rearganizatian ar vating trust plan; to. delegate autho.rity with respect thereto.; to. depo.sit investments under agreements and pay assessments; and generally to. exercise . all rights of investors; (d) To. co.mpramise controversies; Page 7 (f? 0- G- (e) To exchange or sell for cash, property or credit, publicly or privately, or to lease, even for a term exceeding five (5) years or the duration of the trusts hereunder, without liability on the purchasers or lessees to see to application of the consideration, and to give options for these purposes without obligation to repudiate them in favor of a higher offer; (f) With respect to my residuary trust under Item FOURTH hereof, to allocate items of receipt or disbursement "'"-,,, """"",'be,tween.."inc_QJ'!l?_-and"p r,inc,ip,a L_a&.:~theY"d:le,em""eq,\!,i":tl'l1:J 1 e",_"!:l,g,f!"!;d,~,~:;;:;;,.~J",,,,,,,, '. ,the character, given such items by law; ;.."'.,;^;....'4;~;,;\: (g) To apply income or principal to which any beneficiary is entitled directly for his or her maintenance and support should they deem such beneficiary incapable of receiving the samf by reason of age, illness or any infirmity or incapacity, or to pay the same to such person as they select to , disburse it, whose receipt shall be a complete acquittance therefor, without the intervention of any guardian; (h) To borrow money, including the right to borrow from any corporate fiduciary acting hereunder, and mortgage or pledge as security; (i) To hold investments in the name of a nominee; (j) To distribute in cash or kind or partly in each at valuations fixed by them; Page 8 rR a ~ (k) To assume continuance of beneficiary with reference incapacity or other change reliable without liability assumption; to marriage, the status of any divorce, illness, in the absence of information deemed for disbursements made on such (1) To elect to value my gross estate for Federal estate tax purposes as of the date of my death or as of the alternate valuation date as allowed for such purposes, and to '.'clai m' "as-'i"tlC.Offi!;E',ta-x,"deductions.",expenseScA:ha t WO,ll Id." p,j;:J:g~ r,w.i,s,l'1""~",,,",,,,,^ qualify as estate tax deductions and other elections allowable under law; .'"-:' ;~..-.;>#'^',,,"::;';;.,~,.;, (m) Except to the extent necessary in order that the trust under Item THIRD hereof qualify for the marital deduction allowabl~under the Internal Revenue Code, it shall not be necessary to segregate investments as belonging to a particular trust or share therein and all interests may be held in undivided form in a single fund from which proportionate distributions are made based on current reappraisals; (n) To merge any similar trust established by my spouse where the terms of the same are identical; (0) thb course of hereunder; To make income or principal distributions during administration of my e:;tatc or trust ('.J;",~ted (p) In the event that I am the qualified terminal interest trust and the beneficiary of a same is taxable in my Page 9 cA G, G ',..' estate, I direct that my Executor shall seek reimbursement from said trust for all taxes due by my estate because of the inclusion of such trust in my estate, said computation of taxes due to be computed by taking taxes owed by my estate and such property included therein as compared to the taxes my estate would owe in the event said property were not taxable in my estate; and (q) To undertake any and all acts deemed necessary and proper 'by it fortheprcope.rc-.and.advantageous .management.. of,.,..any.,._." trust and the settlement of my estate. ELEVENTH: No fiduciary who is a beneficiary of my residuary trust created in Item FOURTH hereof shall participate in the exercise of any discretionary power to J use the piincipal thereof for the benefit of any person or to apportio~ or allocate items of charge or credit between principal and income of such trust. TWELFTH: Any person, other than my spouse, who shall have died within thirty (30) days of my death, shall be deemed to have predeceased me. If my spouse and I die simultaneously, or under such circumstances that the order of our deaths cannot be established by proof, my spouse shall be deemed to have survived me. Any person (other than myself) who shall have died at the t;ame time as any.then recipient of income or in a common disaster with such beneficiary, or under such circumstances that it is difficult or impossible to determine who died first, shall be deemed to have predeceased such beneficiary. Page 10 @,Q..G '~':.. "',. '.'" THIRTEENTH: I appoint my spouse, THERESA D. GAISLER, as Executor of, and my spouse, THERESA D. GAISLER, and my daughters, SHARON LYNN GAISLER and KATHLEEN GAISLER, as Trustees under this my will. In the event my said spouse cannot act or continue to act as Executor for any reason, I appoint my daughters, SHARON LYNN GAISLER and KATHLEEN GAISLER, or the survivor of them, to act in her place. In the event my spouse cannot act or continue to act as Trustee for any reason, my said daughters, or the survivor of them, may act alone in that capaci ty. If there is any dispute among the Trustees ,__.the decision of my spouse, THERESA D. GAISLER, shall control. No fiduciary acting hereunder shall be required to post bond or enter security in any jurisdiction. IN WITNESS WHEREOF, I have hereunto set my hand and seal this ':J. C> day of c; trpn-:n PI4,R. 19q3, to this and the preceding ten (10) pages, and I have also placed my - initials on each preceding page for better identification and greater security. (J?, tlJA-u.fl ri aJ'ot O~{'l R. ALFRED GA ER (SEAL) SIGNED, SEALED, PUBLISHED and DECLARED by the above-named Testator, R. ALFRED GAISLER, 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 eacb other, have hereunto subscribed our names as witnesses: /; J Li. (1:uAA . V~a""4- L) ~~~ Residing at ::r"o /Jpl>n/U1l ~.-. ~,<k l1u,'t-J."J, 4, /7orj- Residing at ,g:r$' #p/Y"..~etJ ",,.;IIP /1/~4J"'/,4-'- i!' "&/1 /-f..2+'J f~N. WACHOVIA Reference ID: 562382 First Union/Wachovia Artn: Balance Confirmation Services POBox 40028 Roanoke VA 24022-73 13 March 27, 2003 METTE EVANS & WOODSIDE 3401 NORTH FRONT STREET POBOX 5950 HARRISBURG, PA 17110-0950 SUBJECT: Verification / Confirmation of Account and Balance Information provided for: Customer: R ALFRED GAISLER (SSN# 142-26-8108) Date of Death: Septemher 13, 2002 DeDosit Account Information Account Type Account Number Date of Death Balance Average Balance'" Date Opened Maturity Interest Accrued YTO Date Date Rate Interest Interest Paid Closed CERTIFICATE OF DEPOSIT 247412081582992 LEGAL TITLE, R ALFRED GAISLER $100,000.00 7/3012001 7/30/2005 $694.07 $5,329.40 CERTIFICATE OF DEPOSIT 247412060966003 1I/I0/I999 7/IO/2002 CLOSED BEFORE DOD $1300.52 INTEREST PD IN 2002 ... Due to system limitations, we can only provide a twelve month average balance on depository accounts. '" Date of death balance does not include accrued interest. '" If date of death OCCUITS on a weekend or a holiday, date of death balance does not include any transactions that were (1'ade rinN:;:J;Od ~~Olyn in March 27, 2003 (540)563-7323 Servicenter Associate Phone Number abs; at 000671 Fulton Bank CAPITAL DIVISION . LANCASTER/CHESTER DIVISION DROVERS BANK DIVISION . GREAT VALLEY DIVISION (717)291-2437 April I, 2003 Mette, Evans & Woodside 3401 North Front Street P.O. Box 5950 Harrisburg, Pennsylvania 17110 Dear Mr. Finck: RE: R. Alfred Gaisler, deceased September 13, 2002 In response to your recent inquiry concerning the accounts maintained in the name of the decedent, please be advised that the following accounts were open at the date of death: CD # 025-0170398, open 7110/2002, matures 10/10/2003, balance $75,000.00 and accmed interest $396.37; paying 2.96%, in his name only. If you should have any further questions, please do not hesitate to contact me. Very tmly yours, \~,,->~.~a.c) Karen D. Hillegas Very truly yours, " l""~ A 'i "'( -~ !\i; ~; 10; E ~\~ , H', L '~~ ,:",,;if 111 .~. ij, ! .1>1 .. 'v as {! ,'; 'I (j'.:'..';:S C ~ II$ an~',wer , 1....,<'f-r'.:'1,(.I"..,: ',I t;.)'r)V """"..' , '1 nn,nln!~ I ,"r . I U: ':::;jj :d ;:)d"ia!" P 0 Bo\ 4887 lOl1coste PA "17604 y\! vV v'v ,u i i (., II G 0 n k C l") ill 1-3(jO-i=JLTG,'~-4 Cumberland County - Register Of Wills Hanover and High Street Carlisle, PA 17013 Phone: (717) 240-6345 Date: 8/03/2004 GAISLER, THERESA D 32 N CORPORATION ST NEWVILLE, PA 17241 RE: Estate of GAISLER, R ALFRED File Number: 2002-00860 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: 9/13/2004 Your prompt attention to this matter will be appreciated. Thank You. Sincerely, GLENDA FARNER STRASBAUGH REGISTER OF WILLS cc: File Counsel Judge PLEASE FILE THIS REPORT WITHIN TWO YEARS OF DATE OF DEATH REGARDLESS OF THE STATUS OF THE ESTATE. IF THE ESTATE IS NOT COMPLETED, FILE A 6.12 FORM YEARLY UNTIL COMPLETION. STATUS REPORT UNDER RULE 6.12 Name of Decedent: RONALD ALFRED GAISLER Date of Death: September 13, 2002 Will No. 21-02-0860 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 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. I is Yes, state the following: a. Did the personal representative file a final account with the Court? Yes [] No [~ b. The separate Orphans' Court No. (if any) for the personal representative's account is: c. Did the personal representative state an account informally to the parties in interest? Yes [~ No [--] 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 ~t~report.. Date: ~ ~v ~f i~i~ ~_ ~:~ Signature i:~i,. -- ,~, ~ · Peter J. Ressler, Esquire ~!::' Name (Please type or pr' · 3401 North Front Street, P.O. Box 5050 Address Harrisburg~ PA 17110-0950 (717) 232-5000 Telephone Capacity: [] Personal Representative [] Counsel for Personal Representative 404326vl