The URL can be used to link to this page

Home My WebLink About03-0213PETITION FOR PROBATE and GRANT OF LETTERS Estate of BLANCHE M. DURNIN, also known as , Deceased Social Security No. 183-12-3913 No. To: 3-o. 13 Register of Wills for the County of Cumberland in the Commonwealth of Pennsylvania The petition of the undersigned respectfully represents that: Your petitioner is 18 years of age or older and, whereas John F. Durnin, the Executor named in the last will of the above decedent dated July 27, 1961, is deceased having died October 31, 1967, and the successor Executor, Arthur H. Durnin, has renounced his right to serve as successor Executor thereunder by written Renunciation dated February 26, 2003, in favor of your petitioner, Betty J. Reese, and the other person otherwise entitled to letters of administration, c.t.a., John P. Durnin, having likewise renounced his right to so serve be written Renunciation dated February 27, 2003, in favor of your petitioner, Betty J. Reese, your said petitioner is the person entitled to letters administration, c.t.a, thereon. Decedent was domiciled at death in Cumberland County, Pennsylvania, with her last family or principal residence at Sarah A. Todd Memorial Home, 1000 West South Street, Carlisle (Borough of Carlisle), 17013. Decedent, then 97 years of age, died November 21, 2002, at Sarah A. Todd Memorial Home, 1000 West South Street, Carlisle, Cumberland County, Pennsylvania. Except as follows, decedent did not marry, was not divorced and did not have a child born or adopted after execution of the will offered for probate; was not the victim of a killing and was never adjudicated incompetent: None 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 situated as follows: n/a 10,001.00 WHEREFORE, petitioner respectfully requests the probate of the last will presented herewith and the grant of letters of administration, c.t.a, thereon. Be~sJ-- 1571 Waggoners Gap Road Carlisle, PA 17013 OATH OF PERSONAL REPRESENTATIVE COMMONWEALTH OF PENNSYLVANIA ) : SS. COUNTY OF CUMBERLAND ) The petitioner above-named swears or affirms that the statements in the foregoing petition are true and correct to the best of the knowledge and belief of petitioner and that as personal representative of the above decedent, petitioner will well and truly administer the estate according to law. Sworn to or affirmed and subscribed ,.~ before me this 6th day of Betty J. Donna I~. Otto, 1st Deputy Register' .,~,~,( ~ No. 21-2003-213 Estate of BLANCHE M. DURNIN, Deceased DECREE OF PROBATE AND GRANT OF LETTERS ADMINISTRATION C.T.A. AND NOW, l~arch 7th , 2003, in consideration of the petition on the reverse side hereof, satisfactory proof having been presented before me, IT IS DECREED that the instrument dated July 27, 1961, described therein be admitted to probate and filed of record as the last will of Blanche M. Durnin, and letters of administration, c.t.a, are hereby granted to Betty J. Reese. Will Book # Page FEES Probate, Letters, Etc. $ 50.00 Short Certificates(3) $ 9.00 Renunciation (2) $ 10.00 x-Pages (0) $ -0- JCP ~ Total Filed March 7th,2003 $ 10.00 $ 79.00 '~V2na M. Otto, 1st ~iuS~r °f~l~~ Stephen L. Bloom, Esquire Sup. Ct. I.D. No. 49811 2100 Longs Gap Road Carlisle, PA 17013 (717) 249-7717 CALL ATiDRNEY'S OFFICE ASK FO}~ LORI ON 3-7-03 C;~LAS~ESTATES\ I 0144-2pet. Idoc 21-20U3-213 REGISTER OF WILLS OF CUMBERLAND COUNTY OATH OF NON-SUBSCRIBING WITNESS Betty J. Reese and Lori A. Sullivan, (each) a subscriber hereto, (each) being duly qualified according to law, depose(s) and say(s) that they are familiar with the signature of Blanche M. Dumin, testatrix of the Will presented herewith and that they believe the signature on the Will is in the handwriting of Blanche M. Dumin to the best of their knowledge and belief. Sworn to or affirmed and subscribed before me this 6th . day of March ,2003. Betty J. ReeSe 1571 Waggoners Gap Road Carlisle, PA 17013 Donna M. Otto, 1st Deputy Register~t~,t ~.6/~,. Lori A. Sullivan 47 Chelsea Lane Carlisle, PA 17013 C:\LAS\ESTATES\10144-2oath. 1 21-2003-213 RENUNCIATION In Re Estate of BLANCHE M. DURNIN, deceased To the Register of Wills of Cumberland County, Pennsylvania The undersigned heir named in the last will of the above decedent dated July 27, 1961, hereby renounces the right to administer the estate and respectfully requests that letters of administration, c.t.a, be issued to Betty J. Reese. WITNESS my hand this rid, :,~ day of February, 2003. Arthur H. Durnin 1008 Harriet Street Carlisle, PA 17013 (717) 243-3367 C:~LAS\ESTATES\ 10144-2ten. 1 21-2003-213 RENUNCIATION In Re Estate of BLANCHE M. DURNIN, deceased To the Register of Wills of Cumberland County, Permsylvania The undersigned heir named in the last will of the above decedent dated July 27, 1961, hereby renounces the right to administer the estate and respectfully requests that letters of administration, c.t.a, be issued to Betty J. Reese. WITNESS my hand this __ day of February, 2003. John P. Durnin 1910 Douglas Drive Carlisle, PA 17013 (717) 243-2447 C:\LAS\ESTATES\I 0144-2ren. 1 21-2003-213 1, BLqNCHE H. DURNIN, of the Borough of Carlisle, Cumberland County, Pennsylvania, being of sound mind, memory and understanding, do make, publish and declare this as and for my last \~,lill and Testament, hereby revoking and making void all former Wills by me at any time heretofore made. FIRST. I direct ali my just elebts and funeral expenses including all inheritance taxes be fully paid and satisfied out of my estate by my Executor hereinafter named as soon as conveniently may be done after my decease. SECOND. I give, devise and bequeath all my property whatsoever and wherever situate unto my beloved husband, JOHN F- DURNIN, to be his absolutely. THIRD. In the event that my said husband I should both die as the result of a common disaster or if he should predecease me, then in that event I give, devise and bequeath all my property whatsoever to be divided equally among my three (3) children, share and share alike. In the event that .any of my children should be minors/at the time of my death I hereby appoint the Farmers Trust Company to be Guardian of such child until they reach the age of twenty-one (21) years. L~STLY, ! nominate, constitute and appoint my said husband, JOHN F. DURNIN, Executor of this my last Will and Testament, and in the event he should predecease me or is unable to serve, I nominate, constitute, and appoint ,~RTHUR H. DURNIN, successor Executor of this my last ~,'~ill and Testament. IN \'IlTNESS VlHEREOF, 1 have hereunto set my hand .and seal this .~.~x: day of ~/~-/~ ,1951. Signed, sealed, published and declared by the above named testatrix, BLANCHE H. DURNIN, as and for her last Will and Testament in the presence of us, who, at her request and i~er presence and in the presence of each other, have hereunto subscribed our names as witnesses thereto. L?',ST \,'11 LL ,,"',[',,iD TE ST?,,I'IEI,~T OF BL&NCHE H. DURHIN GEORGE B. STUART CARLISLE, Plan N~ CERTIFICATION OF NOTICE UNDER RULE 5.6(a) Name of Decedent: BLANCHE M. DURNIN Date of Death: November 21, 2002 File No. 21-03-0213 To the Register: I certify that Notice of Beneficial Interest required by Rule 5.6(a) of the Orphans' Court Rules was served on or mailed to the following beneficiaries of the above estate on March 19, 2003: Name Address Betty J. Reese 1571 Waggoners Gap Road, Carlisle, PA 17013 Arthur H. Dumin 1008 Harriet Street, Carlisle, PA 17013 John P. Durnin 1910 Douglas Drive, Carlisle, PA 17013 Notice has now been given to all persons entitled thereto under Rule 5.6(a) except: N/A Date: March ,~ov, 2003 Stephen L. Bloom, Esquire 2100 Longs Gap Road Carlisle, PA 17013 (717) 249-7717 Capacity: Counsel for Personal RepreSentative C :\LAS~Estates\ 10144-2cert.not REV- 1500 EX + (6-00) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE DEPT, ;>80601 HARRISBURG, PA 171;>8-0601 /7-/2 7-,.4 REV-1500 INHERITANCE TAX RETURN RESIDENT DECEDENT OFFICIAL USE ONLY FILE NUMBER 21-03 -0213 COUNTY CODE YEAR NUMBER DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL) Durnin Blanche M. E C E D E N T DATE OF DEATH (MM-DD-YEAR) DATE OF BIRTH (MM-DD-YEAR) 11/21/2002 04/08/1905 (IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL) CAPB HpRL EpIO CRAC KOTK ES cg 1. Original Return ~ 247! Supplemental Return 4. Limited Estate . Future lnterest Compromise (date of death after 6. Decedent Died Testate Decedent Maintained a Living Trust (Attach copy of Will) (Attach copy of Trust) I I 9. Litigation Proceeds Received I 110. Spousal Poverty Credit (date of death between 1 ;>-31-91 and 1 - 1-95) NAME Stephen L. Bloom, EsquSre FIRM NAME (If Applicable) Stephen L. Bloom, Esquire TELEPHONE NUMBER 717/249- 7717 SOCIAL SECURITY NUMBER 183-12-3913 THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS SOCIAL SECURITY NUMBER (date of death 3. Remainder Return prior to 5. Federal Estate Tax Return Required 0 8. Total Number of Safe Deposit Boxes r----] Election to tax under Sec. 9113(A) 1 1. (Attach Sch O) R 5. E C A 6. P I T U 7. L A T 8. I O 9. N 10. C O M TU" T I O N Real Estate (Schedule A) (1) Stocks and Bonds (Schedule B) (2) Closely Held Corporation, Partnership or (3) Sole-Proprietorship Mortgages & Notes Receivable (Schedule D) (4) Cash, Bank Deposits & Miscellaneous Personal Property (5) (Schedule E) Jointly Owned Property (Schedule F) (6) ~ Separate Billing Requested Inter-Vivos Transfers & Miscellaneous Non-Probate Property (7) (Schedule G or L) Total Gross Assets (total Lines 1-7) Funeral Expenses & Administrative Costs (Schedule H) (9) Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) (10) Total Deductions (total Lines 9 & 10) Net Value of Estate (Line 8 minus Line 11 ) COMPLETE MAILING ADDRESS 2100 Longs Gap Road Carlisle, PA 17013 No~9 ( 9,414._~.~ No~e 8 , 857. ~4 None. 7,992.29 5,357.22 OFFICIAL USE ONLY (8) 18,272.02 (11) 13,349.51 (12) 4,922.51 (13) Charitable and Governmental Bequests/Sec 9113 Trusts for which an election to tax has not been made (Schedule J) Net Value Subject to Tax (Line 12 minus Line 13) 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) X .0 0 16. Amount of Line 14 taxable at lineal rate 4,922.51 X .0 45 17. Amount of Line 14 taxable at sibling rate X .12 18. Amount of Line 14 taxable at collateral rate X .15 19. Tax Due (14) 4,922.51 (15) 0.00 (16) 221.51 (17) 0.00 (18), 0.00 (19) 221.51 Copyright (c) 2000 form software only The Lackner Group, Inc. Form REV-1500 EX (Rev. 6-00) Decedent's Complete Address: STREET ADDRESS 1000 W. South St., CITY Carlisle Tax Payments and Credits: 1. Tax Due (Page 1 Line 19) Z. Credits/Payments A. Spousal Poverty Credit B, Prior Payments C, Discount STATE ZIP PA 17013 (1) 221.51 Total Credits(A+B+C) (2) 0.00 3, Interest/Penalty if applicable O. Interest E, Penalty Total Interest/Penalty ( D + 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) 0.00 5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5) 221.51 A. Enter the interest on the tax due. (SA) 0.00 B. Enter the total of Line 5 + 5A. This is the BALANCE DUE. (5B) 221.51 Make Check Payable to: REGISTER OF WILLS, AGENT PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS 1. Did decedent make a transfer and: Yes No a. retaintheuseorincomeofthepropertytransferred; ......................... ~ ~ 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 OUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN, Under penalties of perjury, I declare that I have examined this 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 Betty J. Reese, Administratrix DATE /-.,~-'~{',~¢~../ ~;/-~ Carlisle, PA 17013 ~ SIGNATU.R~OI:P~I~E~/JDT~EPRESENTATIVE Stephen L. Bloom, Esquire DATE ~....~ /I ~ .~ 2100 Lon-s C~ Road / ........................... For datos of d~ath on or a~er July 1, 10¢4 and boforo Janua~ 1, 1 tiffS, the tax rat~ imposed on tho not value of transfors to or for the uso of tho survivin~ spous, is 3% [72 PS. 81 lfi (a)(1.1) (i)]. For datos of doath on or a~er Janua~ ~, 1~$, the tax rate imposed on the net value of transfers to or for the use of the survivin~ spous* is [72 ~.S. ~ ~ (a) (1.1) (ii)]. lhe statute do,s not ox~mpt a transfer to a survNin~ spouso from tax, and th~ statuto~ requirements for disclosure of assets and filin~ a tax roturn aro still applicabl~ *yon if tho survivin~ spouso is tho only bon~ficia~. For datos of death on or a~or July 1, 2000: lb* tax rato imposod on tho not valuo of trans~ors from a docoasod child twon~-ono yoars of a~e or ~oun~or at doath to or for the uso of a natural parent, an adoptive parent, or a stopparont of tho child is 0% [72 ¢.S. 01 lfi (a) (1.2)]. lb, tax rato imposod on tho n~t value of transfors to or for the use o[ tho d.codent's lineal bonoficiades is 4.~%, oxcopt as notod in 72 ~.S. ¢1 ltl(12) [72 ~.S. ~ l~(a)(1)]. lb, tax rato imposed on tho net valuo of transfors to or for th~ uso of tho docod,nt's siblings is ~2% [72 ~.S. ~115(a)(~.3)]. ~ siblin~ is dofinod, undor Section ~02, as an ~ndividual who has at Ioast one paront in common with th~ d~c,d~nt, whether b~ blood or adoption. Copyright (c) ~000 form softwaro only lb* kackner Group, Inc. Form ~-]$00 ~ (~v. ~-00) REV- 1503 EX + (1-97) COMMONWEALTH OF PEN NSYLVANIA I N H ERITANCE TAX R ET URN RESIDENT DECEDENT ESTATE OF SCHEDULE B STOCKS & BONDS Blanche M. Durnin SS# 183-12-3913 11/21/2002 All property jointly-owned with right of survivorship must be disclosed on Schedule F. FILE NUMBER 21-03-0213 ITEM VALUE AT DATE NUMBER DESCRIPTION UNITVALUE OFDEATH 1 37.41776 shares Bristol Myers Squibb Company 25.92 969.87 2 34.00723 shares Colgate-palmolive Co 51.40 1,747.97 3 58.9768 shares Disney Walt Company 19.55 1,153.00 4 37.54407 shares General Electric Co 26.85 1,008.06 5 32.47967 shares Johnson Controls Inc 84.38 2,740.63 6 28.47967 shares Merck & Co Inc 58.82 1,675.17 7 3 shares Zimmer Holdings Inc. Com 40.06 120.18 TOTAL(Alsoenteronline2, Recapitulation) 9,414.88 (If more space is needed, insert additional sheets of the same size) Copyright (c) 1996 form software only CPSystems, Inc. Form REV-1503 EX (Rev. 1-97) REV- 1508 EX + (1-97) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY ESTATE OF FILE NUMBER Blanche M. Durnin SSf/ 183-12-3913 11/21/2002 21-03-0213 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 VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1 2 3 4 Highmark, Insurance premium refund United Church of Christ Homes, Refund Waypoint, Checking Acct. #100151729 Waypont Bank, Savings Acct. #5500010125 205.94 1,392.90 7,115.79 142.51 TOTAL (Also enter on line 5, Recapitulation) $ 8,857.14 (If more space is needed, insert additional sheets of the same size) Copyright (c) 1996 form software only CPSystems, Inc. Form REV-1508 EX (Rev. 1-97) REV- 151Z EX + (1-97) SCHEDULE I DEBTS OF DECEDENT, MORTGAGE LIABILITIES, AND LIENS COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER Blanche M. Durnin SS# 183-12-3913 11/21/2002 21-03-0213 Include unreimbursed medical expenses. ITEM NUMBER DESCRIPTION AMOUNT PA Department of Revenue, 2002 Individual Income Taxes PharMerica Value of 2 checks issued by decedent prior to death but after the decedent's death cashed TOTAL (Also enter on line 10, Recapitulation) 23.35 227.77 5,106.10 5,357.22 (If more space is needed, insert additional sheets of the same size) Copyright (c) 1996 form software only CPSystems, Inc. Form REV-1512 EX (Rev. 1-97) REV- 1511 EX + (1-97) SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER Blanche M. Durnin SS~/ 183-12-3913 11/21/2002 21-03-0213 Debts of decedent must be reported on Schedule I. ITEM NUMBER DESCRIPTION AMOUNT Ao 1 2 3 4 1 2 3 FUNERALEXPENSES: Eby Granite Works, Bronze Plate Ewing Brothers Funeral Home Funeral Luncheon Wayne Noss, Flowers ADMINISTRATIVE COSTS: Personal Representative's Commissions Name of Personal Representative(s) Social Security Number(s) / EIN Number of Personal Representative(s) Street Address City State Zip Year(s) Commission Paid: Attorney's Fees Stephen L. Bloom, Esquire Family Exemption: (If decedent's address is not the same as claimant's, attach explanation) Claimant Street Address city Relationship of Claimant to Decedent Probate Fees Register of Wills Accountant's Fees Tax Return Preparer's Fees Other Administrative Costs Filing Fees for Inheritance The Cumberland Law Journal The Sentinel Publication State Zip Tax Return and Inventory - Publication of Legal Notice of Legal Notice 125.00 5,811.00 150.00 138.86 1,500.00 79.00 25.00 75.00 88.43 TOTAL (Also enter on line 9, Recapitulation) $ 7,992.29 (If more space is needed, insert additional sheets of the same size) Copyright (c) 1996 form software only CPSystems, Inc. Form REV-1511 EX (Rev. 1-97) REV-1513 EX + (9-00) SCHEDULE J BENEFICIARIES COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER Blanche M. Durnin SS# 183-12-3913 11/21/2002 21-03-0213 RELATIONSHIP TO DECEDENT AMOUNT OR SHARE NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY Do Not List Trustee(s) OF ESTATE I1. TAXABLE DISTRIBUTIONS [include outright spousal distributions, and transfers under Sec. 9116(a)(1.2)] Arthur H. Durnin 1008 Harriet Street Carlisle, PA 17013 John P. Durnin 1910 Douglas Drive Carlisle, PA 17013 Betty J. Reese 1571 Waggoners Gap Road Carlisle, PA 17013 Son S on Daughter 1/3 Estate Residue 1/3 Estate Residue 1/3 Estate Residue ENTER DOLLAR AMTS. FOR DISTRIBUTIONS SHOWN ABOVE ON LN. 15 THRU 18, AS APPROPRIATE, ON REV 1500 COVER SHEET NON-TAXABLE DISTRIBUTIONS: A. SPOUSAL DISTRIBUTIONS UNDER SEC. 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS TOTAL OF PART II - ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV 1500 COVER SHEET $ 0,00 (If more space is needed, insert additional sheets of the same size) Copyright (c) 2000 form software only The Lackner Group, Inc. Form REV-1513 EX (Rev. 9-00) I, BLr":NCHE M. DURNIN, of the Borough of Carlisle, Cumberland County, ?ennsylvania, being of sound mind, memory .and LJnclerstanding, do make, oublish .and declare this as .and for my last \...'ill .and Testament, hereby revo!.<ing ..-~nd ma!<ing void all former b/ills by me .at any time heretofore made. FIRST. I direct all my just ~lebts and funereal expenses including all inherit.ance t.~xes be fully paid and satisfied out of my estate by my Executor hereinafter named as soon .as conveniently may be done after my decease. SECOND. I give, devise and bequeath all my property whatsoever and wherever situate unto my beloved husband, JOHN F. DURNIN, to be his absolutely. THIRD. In the event that my said husband I should both die the result of a common disaster or if he should predecease me, then in that event i 9ire, devise .and bequeath all my property whatsoever to be divided equally among my tlnree (3) children, share .and share ali!:e. In tho event that any of my children should be minors~t the time of my death I hereby appoint the Farmers Trust Company to be Guardian of such child until they reach the age of twenty-one (21) yea rs. L.'\STLY, I nominate, constitute and .appoint my said husband, JOHN F. DURNIN, Executor of this my last Will and Teste}ment, and in the event he should predecease me or is unable to serve, I nominate, constitute, and appoint ARTHUR H. DURNIN, successor Executor of this my last Wi 1 1 and Testament. IN ~'IITNESS \'/HEREOF, I have hereunto set my hand .and seal this ,~.,~t~. day of ~/~--'/'z~ ,19Sl. Signed, sealed, published and declared by the above named testatrix, BLANCHE M. DURNIN, as and for her last ~,'lill and Test.ament in the presence of us, who, at her request and i~her presence and in the presence of e.ach other, have hereunto subscribed our names as witnesses thereto. ART AMUNDSEN EdwardJones March 17, 21}1)3 Historical Quote Symbol .~; ~_~:s Description/Type Date Value BMY CL DIS Z/-/. oo BRISTOL MYERS SQUIBB CO COM Unadjusted Closing Price 11/21/2002 COLGATE PALMOLIVE CO COM Unadjusted Closing Price 11/21/2002 DISNEY WALT CO COM DISNEY Unadjusted Closing Price 11/21/2002 $25.9200 $51.4000 ~ / 74/7. $19.5500 f//,j~..~. GE GENERAL ELEC CO COM ?. ~z/'~7 Unadjusted Closing Price 11/21/2002 $26.8500 ,'~ /'0~¢Z. ¢~ JCl JOHNSON CTLS INC COM Unadjusted Closing Price 11/21/2002 $84.3800 ~ ,~7¢/'¢.~,3.~ MRK ZMH MERCK & CO INC COM Unadjusted Closing Price ZIMMER HLDGS INC COM Unadjusted Closing Price 11/21/2002 11/21/2002 $58.8200 ~ / 7,5 . / 7 $4o.o6oo Page I This information is for tax and estate purposes only and while believed accurate, is not guaranteed. There is no warranty that any trades were or would have been executed at these prices on the dates given. PRUM : WNN PNX NU. : 21¢~4~b1~ Peb. 21WU~ ~M:~4NM Pi --- IN.VOIgENO." D.O. NU~&R BATE vOuCHER ~.ROSsAMOU~¢-'-~.- O,gEdb~T .... N~TAMOUNT ~EFUND ZOO2-1Z-$~O0~5619 205,9~ O.OC 205,9~ ~0~6657! 200~-01-08 BLADURo001 "8L~6OROOOI~OOZ '1 206.9-, 0000086 ..... '~1'~'~/l'":,n~-l"~ rP/'/ T.'"',~''~ A q~llqxr,qn 7121103 7:01 AM Pac~e I FROM : GAR FAX NO. : 71724Z961] Feb. 21 200] 07:ZOAM P1 MEMO INVOICE DATE INVOICE NUMBER AMOUNT DiscOUNT NET RESIDENT RE~dND 12/13/2002 101193 1,392.90 1 , 392.90 SARAH TODD HOME BLANCHE DURNIN .J 7172439613 TO Lori A. Sullivan 2/21/03 6:57 AM Page 1 LOOK FOR US. WE'LL GET YOU THERE. 03/26/2003 STEPHEN BLOOM 2100 LONGS GAP RD CARLISLE PA 17013 The information which you requested on the account(s) of BLANCHE DURNIN (Social Security Number 183-12-3913) is/are as follows: Account Number 100151729 5500010125 Class of Account CHECKING SAVINGS Date Opened 05/23/01 05/11/01 Principal Balance 7114.86 142.47 Accrued Interest .93 .04 Balance at Date of 7115.79 142.51 Death Account Ownership SOLE Name of Joint Owner, if any Date Ownership Was Established SOLE Account Number Class of Account Date Opened Principal Balance Accrued Interest Balance at Date of Death Account Ownership Name of Joint Owner, if any Date Ownership Was Established Additional Information Requested S;~rely, ~ / SENIOR SERVICES REP. P.O. Box 171 I, HARRISBURG. PENNSYLVANIA 17105-1711 Toll Free 1-866-WAYPOINT (I-866-929-7646) · IN YORK AREA 717/815-4500 · www. waypointbank.com Member FDIC IAccount ._P a g e # # 100151729 3 2~03~02 1268 115.10 /~/~ *~**.~ ? 1269 .~.~ ~'~ 12/02/02 1269 4,991.00 A. CHARGE FOR SERVICES SIRLRCTEDt 1. PROFESSIONAL SERVICES Services of Funeral Director/Staff .... $ Emlgnlmiqg '. ...................... ~. Other preparation of body SUB-TOT~,L OF PROFRSSIONAL SRitVICRS ........ A1 ~. 2. FACILITIES AND SERVICES Use .of facilities and services for viewing (VlsitatiomrWaltc) ......... ~ Usc of facilitic~ and ~ervices for funeral ceremony ............ S Use of facilities and services for Memorial Service ................ ~ Use of equipment and services for 8raveside service ............. ~ Other use of facilities SUB-TOTAL OF IaACILITI~S/EQUIPMENT ........... A2 3. AUTOMOTIVE EQUIPMENT Vehicle* to transfer r~mnins to lqmcral Home. Local. ' $ Hearse (Casket Coach) Local. Limousine Local ........................... Family car Local ........................... Flower car or flortl disposition Local .......................... Lead cXr/clergy car Local ........................... Car for l~dlbearers Locxl ........................... $__ Out of town transportation ......... ~__ SUB, TOTAL OF AUTOMOTIVE EQUIPMENT ........ A3 $. Other 'clothing Crenmtion urn ................... ~ (Description) OTHER TOTAL MERCIlAN~ISE BI C. SPECIAL CIIKRGF..S: Fo~ of r~tm to ffu~ H~e) ~ei~ of (Fun~ Home) lmm~ Du~ ................. S , D~cct Creation ................. S~-T~ OF SP~ C~G~ ................ C $ D. ~H ~V~D o~ ~nve .............. ~ ~OO Cmete~ Equl~ent ................ Lot ~ ~; .................. ~ ~ne Cc~ffied C~ Of t~th ~,O O C~cate ...................... *~o~ce ~ .. FIOw~ ~'~ w~t ~ 8~-~T~ .0~ We c~ you ~r o~ FACIIATilgsTOTAL OF PI~OXUF. SSIONALAND AUTOMOTIVRSERVICES' ~ I ~ ~ o~p~cify cash advances t~at are marked-up) (Description) Other Receptacl0 .... ~ ............ ~ (Description) -.. .... ~ptiOn) . ~,~.~_ ~ ...... '-,. SUMMARY OF CHARGES A. Profegsional Servicc~, Facilities and Equipment, and Automotive Equipment ...................... B. Merchandise ..................... c. Special Char~es .................. D. Cash Advances ................... tOTAL OF ALI. SECTIONS ........................ $ ABRA~GRMIE~I'S ............. : .................. BALAHCE DUE .................................. P~y~ ~ ..................... $ I ' of ~y of thc tte~ ~t~ ~o~ ~e ~w or ~nt ~ cxp~ ~low. STEPHEN L. BLOOM ATT()I~N [LY AND (~()/~NSILI,I,()R .\T I..\ \V 2 100 I,()Nt;S (] Al' ROAD (]ARI. ISI. I-]. PI(NNSYI.V:XNI:\ 17013 '['I.:I.I~I'IIt)NtL 717-249-7717 I*'.\( NIMII.I.. 71 '7-249-7757 'l'~)l.I I:I~.IClC 877-548-9602 S BI (1() M ~/~!I'P, \ ( I 1(~ \I.C()t NStLI .C()M Invoice submitted to: Durnin, Blanche M. Estate cio Betty J. Reese, Administratrix 1571 Waggoners Gap Road Carlisle PA 17013 May 13, 2003 In Reference To: Estate Administration Invoice # 1219 Federal E.I.N. for Form 1099 Reporting: 25-1851818 Professional Services 2/19~03 SLB 2/25/03 PL 2/27/03 PL 3/6/03 PL Prepare for and attend initial conference with Executrix and Beneficiaries; Preliminary Administrative Matters Review and obtain preliminary asset information; Initial administrative and estate accounting matters; Prepare and assemble documentation required for filing with Petition for Grant of Letters Telephone conference with Deputy Register of Wills re Renunciation; Preparation of Petition for Grant of Letters, Exhibits, Required Data Form and Renunciation Documents Finalization of Probate Documents (Petition for Grant of Letters, etc.) for filing with Register of Wills; Correspondence with renouncing beneficiaries re Renunciation documents for execution Review executed Renunciation from Arthur Durnin; Prepare IRS Form SS-4 and filing correspondence to IRS re same; Telephone conference with Betty Reese Finalize Oath of Non-Subscribing Witnesses; Appearance at Register of Wills Office for presentation of Petition for Grant of Letters and related matters; Confer with Deputy Register of Wills re same Hrs/Rate Amount 1.25 231.25 185.00/hr 1.50 157.50 105.00/hr 1.50 157.50 105.00/hr 0.70 73.50 105.00/hr O.58 61.25 105.00/hr 1.00 105.00 105.00/hr PRACTICAl. COUNSEL · CHRISTIAN PERSPECTIVE Blanche M. Estate 3/7/03 PL 3/11/03 PL Telephone conference with Deputy Register of Wills re status of Petition for Grant of Letters; Conference with Deputy Register of Wills at Courthouse re completion of same Telephone conference; Correspondence with PharMerica 3/14/03 PL 3/18/03 PL 3/19/03 PL 3/20/03 PL 4/3/03 PL 4/9/O3 SLB Preparation of required Legal Notices for publication in The Sentinel and the Cumberland Law Journal and related correspondence; Correspondence with Waypoint Bank and Edward Jones requesting date of death valuation information Confirmation and review of documentation of date of death valuation for investment accounts; Review bank account statement Administrative matters; Telephone conferences re transfer of Edward Jones account; Preparation of Affidavit of Domicile and Letter of Authorization for Estates Processing; Correspondence with Administratrix and Mr. Admundsen's office; Preparation of required Beneficiary Notice, Certification and correspondence re same; Correspondence with Department of Public Welfare, Estate Recovery Section, re required clearance letter Conference with Administratrix re disposition of Edward Jones assets Review correspondence received from Department of Public Welfare re Estate Recovery status; Review date of death account information received from Waypoint Bank Review Proof of Publication of Legal Notice (The Sentinel) 4/18/03 SLB 4/24/03 PL 5/13/03 SLB Review Proof of Publication of Legal Notice (Cumberland Law Journal) Review Bank Account Statement; Correspondence with Administratrix; Preliminary preparation for Pennsylvania Inheritance Tax Return Finalize and Execute Inheritance Tax Return PL Preparation and completion of Inheritance Tax Return, Schedules and Exhibits; Conference for execution of same by Administratrix; Filing of same at Office of Register of Wills as required; Reserve for final matters of administration Subtotal of charges APPLY DISCOUNT OF $664.76 PER ORIGINAL ESTIMATED FEE NOT TO EXCEED $1,500.00 Hrs/Rate 0.75 105.00/hr 0.42 105.00/hr 0.75 105.00/hr 0.33 105.00/hr 3.17 105.00/hr 0.25 105.00/hr 0.17 105.00/hr 0.08 185.00/hr 0.08 185.00/hr 1.42 105.00/hr 0.33 185.00/hr 5.00 105.00/h r Page 2 Amount 78.75 43.75 78.75 35.00 332.50 26.25 17.50 15.42 15.42 148.75 61.67 525.00 $2,164.76 ($664.76) PRACTICAL COUNSEL ,~ CHRISTIAN PERSPECTIVE ~urnin, Blanche M. Estate For professional services rendered Additional Charges: 4/9/03 Publishing Fee - Legal Notice - The Sentinel 3/6/03 Probate Fee - Register of Wills of Cumberland County 3/14/03 Publishing Fee- Legal Notice- Cumberland Law Journal Total costs Total amount of this bill Balance due Hours 19.28 Page 3 Amount $1,500.00 88.43 79.00 75.00 $242.43 $1,742.43 $1,742.43 PAYABLE UPON RECEIPT - THANK YOU PRACTICAl. COUNSEL ,I~ CHRISTIAN I~ERSPECTIVE Register of Wills of CUMBERLAND INVENTORY County, Pennsylvania Estate of Blanche M. Durnin also known as , Deceased No. 21-03-0213 Date of Death 11/21/2002 Social Security No. 183 - 12 - 3913 Betty J. Reese, Personal Representative(s) of the above Estate, deceased, verify that the items appearing in the following Inventory include all of the personal assets wherever situate and all of the real estate in the Commonwealth of Pennsylvania of said Decedent, that the valuation placed opposite each item of said Inventory represents its fair value as of the date of the Decedent's death, and that Decedent owned no real estate outside of the Commonwealth of Pennsylvania except that which appears in a memorandum at the end of this Inventory. I/W'e verify that the statements made in this Inventory are true and correct. I/VVe understand that false statements herein are made subject to the penalties of 18 Pa. C.S. Section 4904 relating to unsworn falsification to authorities. Name of Attorney: Stephen L. Bloom, Esquire I.D. No.: 49811 Address: 2100 Longs Gap Road Carlisle, PA 17013 Telephone: 717/249-7717 Personal Representative Signature: B~e7/ Signature: Address: Telephone: Dated: 1571 Wa88oners Gap Road Carlisle, PA 17013 717/243-9613 Description (See continuation page(s) attached) (Attach additional sheets if necessary) Value Total: 18,272.02 NOTE: The Memorandum of real estate outside the Commonwealth of Pennsylvania may, at the election of the personal representative, include the value of each item, but such figures should not be extended into the total of the Inventory. Prepared by the Pennsylvania Bar Association Copyright (c) 1996 form software only CPSystems. Inc. Form #Ri-7 0992) Estate of: Date of Death: County: INVENTORY Blanche M. Durnin li/2i/2002 Cumberland CASH: Highmark, Insurance premium refund United Church of Christ Homes, Refund Waypoint, Checking Acct. #100151729 Waypont Bank, Savings Acct. #5500010125 STOCKS/LISTED: 37.41776 shares Bristol Myers Squibb Company 34.00723 shares Colgate-palmolive Co 58.9768 shares Disney Walt Company 37.54407 shares General Electric Co 32.47967 shares Johnson Controls Inc 28.47967 shares Merck & Co Inc 3 shares Zimmer Holdings Inc. Eom 205.94 1,392.90 7,115.79 ]42.51 969.87 ].,747.97 1,153.00 1,008.06 2,740.63 1,675.17 120.].8 8,857.14 9,4[4.88 TOTAL RECEIPTS OF PRINCIPAL ............... -1- 18,777 .()~ COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG, PA 17128-0601 RECEIVED FROM: PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT NO. CD REV-1162 EX(11-96) 002596 BLOOM STEPHEN L ESQUIRE 21OO LONGS GAP ROAD CARLISLE, PA 17013 ........ fold ESTATE INFORMATION: SSN: 183-12-3913 FILE NUMBER: 2103-021 3 DECEDENT NAME: DURNIN BLANCHE M DATE OF PAYMENT: 05/21/2003 POSTMARK DATE: 00/00/0000 COUNTY: CUMBERLAND DATE OF DEATH: 11/21/2002 ACN ASSESSMENT CONTROL NUMBER AMOUNT 101 $221.51 TOTAL AMOUNT PAID: $221.51 REMARKS: BETTY J REESE C/O STEPHEN L BLOOM ESQUIRE SEAL CHECK# 0096 INITIALS' SK RECEIVED BY: DONNA M. OTTO DEPUTY REGISTER OF WILLS REGISTER OF WILLS BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION DEPT. 280601 HARRISBURG, PA 17128-0601 STEPHEN L BLOOH ESQ 2100 LONGS GAP RD CARLISLE COHHONNEALTH OF PENNSYLVANIA DEPARTHENT OF REVENUE NOTICE OF INHERITANCE TAX APPRAISEflENT, ALLO#ANCE OR DISALLO#ANCE OF DEDUCTIONS AND ASSESSHENT OF TAX '03 IUi -'7 :?,'!.t6 PA 17015 DATE ESTATE OF DATE OF DEATH FILE NUHBER COUNTY ACN I 07-07-Z005 DURNIN 11-21-2002 21 05-0215 CUHBERLAND 101 Amount REV-I$~i7 EX AFP C01-03) BLANCHE H HAKE CHECK PAYABLE AND RENZT PAYHENT TO: REGISTER OF HILLS CUHBERLAND CO COURT HOUSE CARLISLE, PA 17015 CUT ALONG THIS LINE ~ RETAIN LONER PORTION FOR YOUR RECORDS ~ REV-1547 EX AFP (01-03) NOTICE OF INHERITANCE TAX APPRAZSENENT, ALLONANCE OR DZSALLONANCE OF DEDUCTIONS AND ASSESSHENT OF TAX ESTATE OF DURNTN BLANCHE HFZLE NO. 21 05-0215 ACN 101 DATE 07-07-2003 TAX RETURN #AS: (X) ACCEPTED AS F/LED ( ) CHANGED RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. Real Estate (Schedule A) (1) 2. Stocks end Bonds (Schedule B) (2) 5. Closely Held Stock/Partnership Interest (Schedule C) (5) ~. Hortgagas/Notes Reca/vable (Schedule D) $. Cash/Bank Depos/ts/Nisc. Personal Property (Schedule E) (5) 6. Jointly Owned Property (Schedule F) (6) 7. Transfers (Schedule G) (7) 8. Total Assets APPROVED DEDUCTIONS AND EXEHPTZONS: 9. Funeral Expenses/Ada. Cos~s/Hisc. Expenses (Schedule H) (9) 10. Debts/Hortgage Liabilities/Liens (Schedule Z) (10) 11. Total Deductions 12. Net Value of Tax Return 9111t.88 .00 8~857.14 .00 .00 NOTE: To /nsure proper credit to your account, submit the upper portion .00 of this form w/th your tax payment. .00 (8) 7,992.29 18,272.02 5~357.22 (11) 13 .~,9 .~;1 (lz) 4,922.51 Charitable/Governmen*al Bequests; Non-elected 9113 Trusts (Schedule J) (15) Net Value of Estate Subject to Tax (1~) If an assessment was issued previously, 11nas 14, 15 and/er 16, 17, 13. 1~. NOTE: reflect figures that include the total of ALL returns assessed to date. .00 4,922.51 18 and 19 w111 ASSESSHENT OF TAX: 15. Amount of Line 1~ at Spousal rata 16. Amount of Line 1~ taxable at Lineal/Class A rate 17. Amount of L/ne lq at Sibling rata 18. Aeount of L/ne 1~ taxable at Collateral/Class B rate 19. Principal Tax Due TAX CREDITS PAYHENT RECEZPT DISCOUNT I+J DATE NUHBER INTEREST/PEN PAID (-) 05-21-2005 CD002596 .00 ZF PAID AFTER DATE INDICATED, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. (1~), .00 x O0 = .00 (16) 4,922.51 x 045= 221.51 (17) .00 x 1Z = .00 (18) .00 x 15 = .00 (19)= ZZ1.51 ANOUNT PAID 221.51 TOTAL TAX CREDIT I 221.51 BALANCE OF TAX DUEI . O0 INTEREST AND PEN. . O0 TOTAL DUE . O0 ( IF TOTAL DUE IS LESS THAN $1, NO PAYNENT 1S REgUIRED. I IF TOTAL DUE IS REFLECTED AS A 'CREDIT' (CR), YOU HAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTIONS.) RESERVATION: Estates of decedents dying on or before December 1Z, 19BI -- if any future interest in the estate is transferred in possession or enjoyment to Class B (collateral) beneficiaries of the decedent after the expiration of any estate for life or for years, the Com. oneaalth hereby expressly reserves the right to appraise and assess transfer Inheritance Taxes at the lamful Class B (collateral) rata on any such ~uture interest. PURPOSE OF NOTICE: To fulfil! the requirements of Section 21q0 of the Inheritance and Estate Tax Act, Act 23 of ZOO0. (7Z P.S. Section 91~0). PAYMENT: REFUND (CR): OBJECTIONS: ADMIN- ISTRATIVE CORRECTIONS: DISCOUNT: PENALTY: INTEREST: Detach the top portion of this Notice and submit mith your payment to the Register of Nills printed on the reverse side. --Make check or money order payable to: REGISTER OF NILES, AGENT A refund of a tax credit, mhich mas not requested on the Tax Return, may be requested by completing an "Application for Refund of Pennsylvania Inheritance and Estate Tax" (REV-ISIS). Applications ara available at the Office of the Register of Nills, any of the Z5 Revenue District Offices) or by calling the special gq-hour answering service for fores ordering: l-eoo-56Z-ZO50) services for taxpayers with special hearing and / or speaking needs: 1-BO0-qqT-$OgO (TT only). Any party in interest not satisfied eith the appraisement, allowance, or disallomance of deductions, or assessment of tax (including discount or interest) as shown on this Notice must object aithin sixty (60) days of receipt of this Notice by: --aritten protest to the PA Department of Revenue, Board of Appeals, Dept. ZelOZl, Harrisburg, PA 17128-1021, OR --election to have the matter determined at audit of the account of the personal representative, OR --appeal to the Orphans' Court. Factual errors discovered on this assessment should ba addressed in eriting to: PA Department of Revenue, Bureau of Individual Taxes, ATTN: Post Assessment Reviee Unit, Dept. leO601, Harrisburg, PA 17128-0601 Phone (717) 787-6505. See page 5 of the book[et "Instructions for Inheritance Tax Return for a Resident Decedent" (REV-ISO1) for an explanation of administratively correctable errors. If any tax due is paid eithin three (5) calendar months after the decedent's death, a five percent (SI) discount of the tax paid is alloaed. The 151 tax a~nest~t non-participation penalty is computed on the total of the tax and interest assessed, and not paid before January 18, 1996, the first day after the and of the tax amnesty period. This non-participation penalty is appealable in the same manner and in the the same time period as you would appeal the tax and interest that has been assessed as indicated on this notice. Interest is charged beginning aith first day of delinquency, or nine (9) months and one (l) day from the date of death, to the data of payment. Taxes which became delinquent before January 1, 198Z bear interest at the rate of six (6Z) percent per annum calculated at a daily rate of .000164. AIl taxes ehich became delinquent on and after January l, 198Z mill bear interest at a rate mhich mill vary from caZendar year to calendar year with that rate announced by the PA Department of Revenue. The applicable interest rates for 1982 through ZOO5 are: Interest Daily Interest Daily Interest Daily Year Rate Factor Year Rate Factor Year Rate Factor 198Z ZOZ .O00Sq8 1987 9Z .O00gq7 1999 7Z .O00IOZ 1985 16Z .000~$8 1988-1991 Ill .000301 2000 aZ .O00Z19 lOB~ Ill .O00SO1 199Z 9Z .0002q7 ZOOX 9Z .OOOZ~7 1985 Z3Z .000356 1993-199~ 7Z .O0019Z ZOOZ 6Z .00016q 1986 lOX .000274 1995-1998 9Z .0002~7 ZOO3 SZ .000157 --Interest is calculated as folloas: ZNTEREST= BALANCE OF TAX UNPAZD X NUNBER OF DAYS DELZNQUENT X DAZLY ZNTEREST FACTOR --Any Notice issued after the tax becomes delinquent mill reflect an interest calculation to fifteen (15) days beyond the data of the assessment. If payment is made after the interest computation date sheen on the Notice, additional interest must be calculated. Name of Decedent: Date of Death: File No.: Social Security No.: STEPHEN L. BLOOM ATTORNEY AND COUNSELLOR AT LAW · ------_. 2100 LONGS GAP ROAD ~ CARLISLE, PENNSYI, VANIA 17013 717-249-7717 REGISTER OF WILLS OF CUMBERLAND COUNTY STATUS REPORT UNDER RULE 6.12 (For Resident Decedents Dying After July 1, 1992) BLANCHE M. DURNIN November 21, 2002 21-03-0213 183-12-3913 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: 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: N/A. 3. If the answer to No. 1 is Yes, state the following: a° c° do Did the personal representative file a final account with the Court? Yes No X The separate Orphans' Court No. (if any)for the personal representative's account is: N/A. Did the personal representative state an account informally to the parties in interest? Yes No X Copies of receipts, releases, joinders and approvals offormal or informal accounts may be filed with the Clerk of the Orphans' Court and may be attached to this report. II Date: ~/:2=1t/0 ~ Signature: Name: Address: C:\LAS\Estates\ 10144-2statrpt. 1 Stephen L. Bloom, Esquire 2100 Longs Gap Road Carlisle, PA 17013 (717) 249-7717 Counsel for Personal Representative